HDFC Bank Ltd.-ADRHDB

13F holders, Q4 2025 (December 31)
661holders +23
60new positions
56sold out
11famous investors
$36.52avg. 13F price*

At the end of Q4 2025, 661 institutions reported holding HDFC Bank Ltd.-ADR (HDB) in their 13F filings, up 23 from Q3 2025. 60 opened new positions and 56 sold out. The largest holders were GQG Partners LLC ($1.9B), Royal Bank of Canada ($1.5B) and Schroder Investment Management Group ($959.7M). 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 Paul Singer (0.1% of Elliott Investment 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions60$147.6M
Exits56$141.7M

All 13F filers, Q3 2025 → Q4 2025: 50,081,914 shares bought and 54,618,511 shares sold, net −4,536,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 661 holders

GQG Partners LLC 3.19% Add +1.5% 52,962,709 $1.9B
Royal Bank of Canada 0.26% Add +31.1% 39,897,767 $1.5B
Schroder Investment Management Group 0.73% Add +4.1% 26,264,726 $959.7M
Harding Loevner LP 8.10% Reduce -7.0% 25,187,687 $920.3M
FIL Ltd 0.64% Reduce -4.7% 23,312,525 $851.8M
Morgan Stanley 0.05% Reduce -2.5% 21,690,727 $792.6M
JPMorgan Chase & Co. 0.05% Add +6.8% 20,504,634 $749.2M
Franklin Resources Inc. 0.12% Reduce -4.3% 13,295,052 $485.8M
FMR LLC 0.02% Reduce -19.1% 12,860,281 $469.9M
Lazard Asset Management LLC 0.77% Add +8.7% 12,478,341 $456.0M
Robeco Institutional Asset Management B.V. 0.64% Add +6.8% 12,392,854 $452.8M
Invesco Ltd. 0.04% Reduce -1.1% 12,196,148 $445.6M
Brown Advisory Inc. 0.61% Reduce -0.3% 11,929,832 $435.9M
Fisher Asset Management 0.15% Add +29.2% 11,850,762 $433.0M
Wellington Management Group LLP 0.07% Reduce -13.1% 11,426,671 $417.5M
Temasek Holdings (Private) Ltd 1.28% No change 10,873,380 $397.3M
Massachusetts Financial Services Co. 0.12% Add +0.6% 10,266,396 $375.1M
Fiera Capital Corp 0.99% Reduce -7.7% 8,514,965 $311.1M
PineStone Asset Management Inc. 1.89% Add +1.9% 8,315,726 $303.9M
C WorldWide Group Holding A/S 4.79% Reduce -19.8% 7,505,340 $274.2M
Bank of America Corp. 0.02% Add +17.8% 7,498,180 $274.0M
Kontiki Capital Management (HK) Ltd. 15.64% Reduce -0.8% 7,362,626 $269.0M
M&G PLC 1.35% Reduce -2.4% 6,804,212 $251.8M
Boston Partners 0.25% Add +60.2% 6,520,680 $238.2M
Sei Investments Co. 0.23% Add +25.4% 6,472,154 $236.5M
BlackRock, Inc. 0.00% Add +16.7% 6,464,490 $236.2M
Sands Capital Management, LLC 0.68% Reduce -1.2% 6,117,362 $223.5M
Trinity Street Asset Management LLP 13.93% Reduce -1.1% 6,067,000 $221.7M
Baillie Gifford & Co. 0.17% Reduce -15.6% 5,746,819 $210.0M
1832 Asset Management L.P. 0.27% Add +158.9% 5,730,427 $209.4M
Sustainable Growth Advisers, LP 1.45% Reduce -47.7% 5,710,975 $208.7M
Dodge & Cox 0.11% Reduce -11.5% 5,501,800 $201.0M
Ameriprise Financial Inc. 0.04% Reduce -11.3% 5,380,545 $197.0M
Clearbridge Investments, LLC 0.16% Reduce -1.3% 5,341,338 $195.2M
Natixis Advisors, LLC 0.27% Add +3.6% 5,179,690 $189.3M
Altrinsic Global Advisors LLC 6.67% Reduce -4.6% 5,092,589 $186.1M
Russell Investments Group, Ltd. 0.20% Reduce -6.3% 5,054,351 $184.7M
Northcape Capital Pty Ltd 21.25% Add +8.2% 5,695,395 $184.2M
Bank of New York Mellon Corp 0.03% Add +6.3% 4,736,584 $173.1M
Aikya Investment Management Ltd 39.19% Add +9.3% 4,729,768 $172.8M
Royal London Asset Management Ltd. 0.36% Reduce -2.2% 4,709,766 $172.1M
Capital Research Global Investors 0.03% Add +0.2% 4,627,387 $169.1M
Man Group plc 0.32% Add +12615.4% 4,550,345 $166.3M
Hardman Johnston Global Advisors LLC 7.71% Add +3.7% 4,428,563 $161.8M
CCLA Investment Management 2.51% Reduce -1.5% 4,286,185 $156.6M
Capital World Investors 0.02% Add +0.5% 4,248,902 $155.2M
Connor, Clark & Lunn Investment Management Ltd. 0.37% Add +57.8% 3,836,544 $140.2M
PGGM Investments 2.20% No change 3,799,908 $138.8M
UBS Group AG 0.03% Add +0.3% 3,799,629 $138.8M
Driehaus Capital Management LLC 0.92% Add +16.1% 3,722,331 $136.0M
Artisan Partners Limited Partnership 0.21% Reduce -15.6% 3,682,047 $134.5M
Bessemer Group Inc. 0.20% Add +18.0% 3,520,543 $128.6M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.5% 3,219,373 $117.6M
Mawer Investment Management Ltd. 0.65% Add +7.4% 3,187,295 $116.5M
State Street Corp. 0.00% Add +1.2% 3,117,515 $113.9M
Dimensional Fund Advisors LP 0.02% Add +0.1% 2,898,433 $105.9M
Steadfast Capital Management LP 1.82% Add +16.4% 2,842,300 $103.9M
CIBC Private Wealth Group LLC 0.17% Add +3.9% 2,671,173 $97.6M
Earnest Partners LLC 0.41% Add +9.5% 2,621,555 $95.8M
Baird Financial Group, Inc. 0.15% Add +7.5% 2,587,809 $94.6M
Rathbones Group PLC 0.37% Add +3.8% 2,585,814 $94.5M
Nuveen, LLC 0.02% Reduce -5.5% 2,569,478 $93.9M
State of New Jersey Common Pension Fund D 0.31% Add +0.6% 2,384,413 $87.1M
American Century Companies Inc. 0.04% Reduce -35.2% 2,300,827 $84.1M
Perpetual Ltd 1.18% Add +0.1% 2,229,755 $81.5M
Charles-Lim Capital Ltd 22.05% Add +11.3% 2,225,000 $81.3M
Allspring Global Investments Holdings, LLC 0.13% Reduce -3.5% 2,204,370 $80.4M
HSBC Holdings PLC 0.04% Reduce -32.8% 1,995,133 $72.1M
Intermede Investment Partners Ltd 2.93% Reduce -0.1% 1,953,685 $71.4M
Mackenzie Financial Corp. 0.08% Add +6.2% 1,954,635 $71.1M
Public Employees Retirement System of Ohio 0.21% Add +10.0% 1,873,530 $68.5M
DJE Kapital AG 1.71% Add +23.9% 1,692,753 $62.0M
Impax Asset Management Group plc 0.39% Add +0.5% 1,695,445 $62.0M
Northern Trust Corp. 0.01% Reduce -2.8% 1,693,980 $61.9M
Flossbach Von Storch SE 0.24% Reduce -16.4% 1,656,810 $60.5M
Aberdeen Group plc 0.09% Add +35.4% 1,517,149 $55.4M
Hudson Edge Investment Partners Inc. 8.09% Reduce -0.7% 1,495,000 $54.6M
Ninety One UK Ltd 0.12% Add +6.7% 1,492,417 $54.5M
CI Investments Inc. 0.24% Add +143.0% 1,474,680 $53.9M
OMERS ADMINISTRATION Corp 0.38% No change 1,474,036 $53.9M
Envestnet Asset Management Inc. 0.02% Reduce -27.9% 1,453,945 $53.1M
Janus Henderson Group PLC 0.02% Reduce -38.9% 1,448,107 $52.9M
Milestone Resources Group Ltd 2.45% No change 1,369,248 $50.0M
Mondrian Investment Partners LTD 0.82% Add +42.3% 1,365,044 $49.9M
Public Employees Retirement Association of Colorado 0.17% No change 1,288,840 $47.1M
Citadel Advisors 0.03% Add +73.0% 1,257,997 $46.0M
Formuepleje A/S 2.73% Reduce -13.9% 1,253,071 $45.8M
Goldman Sachs Group Inc. 0.01% Reduce -20.8% 1,226,678 $44.8M
Pinebridge Investments LLC 0.32% — 1,197,800 $43.8M
Meitav Investment House Ltd. 0.49% No change 1,150,000 $42.0M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +1.6% 1,139,300 $41.6M
Valiant Capital Management, L.P. 3.45% Add +5.7% 1,122,032 $41.0M
Legal & General Group Plc 0.01% Reduce -11.7% 1,097,416 $40.1M
New York State Common Retirement Fund 0.05% Add +135.3% 1,082,116 $39.5M
ARGA Investment Management, LP 1.05% No change 1,053,708 $38.5M
T. Rowe Price Associates Inc. 0.00% Reduce -7.0% 1,047,088 $38.3M
Deutsche Bank AG 0.01% Add +17.4% 1,033,689 $37.8M
Marathon Asset Management Ltd 1.37% Add +10.7% 973,218 $35.6M
Allianz Asset Management GmbH 0.04% Add +135.8% 954,255 $34.9M
NS Partners Ltd 1.36% Add +31.2% 948,978 $34.7M
Raymond James Financial Inc. 0.01% Add +6.9% 926,476 $33.9M
Abn Amro Investment Solutions 0.49% Add +332.0% 903,026 $33.0M
Dundas Partners LLP 2.27% Add +2.3% 883,744 $32.3M
Acadian Asset Management LLC 0.05% Add +40.9% 858,355 $31.4M
Pzena Investment Management LLC 0.09% Reduce -2.4% 838,448 $30.6M
Todd Asset Management LLC 0.58% Reduce -0.9% 808,373 $29.5M
Westwood Global Investments, LLC 1.46% Add +0.1% 787,941 $28.8M
BI Asset Management Fondsmaeglerselskab A/S 0.25% Reduce -20.7% 778,444 $28.4M
Discovery Capital Management, LLC / CT 1.50% No change 755,600 $27.6M
Ashoka WhiteOak Capital Pte Ltd 10.43% Add +44.1% 750,880 $27.4M
Two Creeks Capital Management, LP 2.23% Add +0.9% 743,331 $27.2M
Holocene Advisors, LP 0.05% New 705,967 $25.8M
Orbis Allan Gray Ltd 0.11% Reduce -7.4% 700,833 $25.6M
New Vernon Capital Holdings II LLC 12.09% No change 698,118 $25.5M
CIBC Asset Management Inc 0.06% Reduce -7.7% 687,171 $25.0M
Barings LLC 0.48% Add +14.6% 682,813 $24.9M
Boston Common Asset Management, LLC 1.48% Reduce -21.1% 670,680 $24.5M
Pictet Asset Management Holding SA 0.02% Reduce -0.1% 639,657 $23.4M
B. Metzler seel. Sohn & Co. AG 0.20% Reduce -24.5% 633,937 $23.1M
Seafarer Capital Partners, LLC 5.99% New 632,000 $23.1M
State of Michigan Retirement System 0.11% Add +32.7% 595,200 $21.7M
Canoe Financial LP 0.29% Reduce -7.8% 586,480 $21.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Add +14.8% 576,635 $21.1M
Nordea Investment Management AB 0.02% Reduce -2.5% 576,009 $21.0M
Cabot Wealth Management Inc. 2.31% Reduce -0.8% 570,998 $20.9M
KLP Kapitalforvaltning As 0.08% Add +5.3% 564,400 $20.6M
Two Sigma Investments, LP 0.03% Reduce -73.0% 533,992 $19.5M
Wells Fargo & Company 0.00% Reduce -0.6% 532,594 $19.5M
BSN CAPITAL PARTNERS Ltd 0.91% New 541,500 $19.4M
DekaBank Deutsche Girozentrale 0.03% No change 301,487 $19.3M
Tokio Marine Asset Management Co. Ltd. 0.66% Reduce -2.7% 523,300 $19.1M
Vanguard Group Inc. 0.00% Add +0.4% 522,874 $19.1M
Teachers Retirement System of the State of Kentucky 0.14% No change 511,760 $18.7M
Rhumbline Advisers 0.01% Reduce -2.6% 508,311 $18.6M
L1 Capital Pty Ltd 0.96% New 503,481 $18.4M
Comgest Global Investors S.A.S. 0.33% Reduce -7.3% 502,014 $18.3M
Marshall Wace, LLP 0.02% Reduce -79.1% 498,882 $18.2M
Breakout Capital Partners, LP 12.84% Add +0.8% 493,371 $18.0M
Coronation Fund Managers Ltd. 0.79% Add +584.5% 483,614 $17.7M
Gilder Gagnon Howe & Co. LLC 0.18% Reduce -32.1% 473,474 $17.3M
Lancaster Investment Management 8.76% Add +1.2% 467,502 $17.1M
Manning & Napier Advisors LLC 0.22% Reduce -86.6% 464,815 $17.0M
Citigroup Inc. 0.01% Reduce -74.9% 462,911 $16.9M
Silvercrest Asset Management Group LLC 0.11% Add +0.9% 454,716 $16.6M
Neuberger Berman Group LLC 0.01% Reduce -0.9% 446,942 $16.3M
Oppenheimer Asset Management Inc. 0.19% Add +1.1% 430,998 $15.7M
Causeway Capital Management LLC 0.21% Add +9.6% 422,279 $15.4M
Caisse de depot et placement du Quebec 0.03% No change 419,200 $15.3M
HighTower Advisors, LLC 0.02% Add +4.1% 418,636 $15.3M
Nicola Wealth Management LTD. 1.34% Add +29.2% 403,000 $14.7M
Jacobson & Schmitt Advisors, LLC 2.46% Add +4.2% 399,271 $14.6M
Nomura Asset Management Co. Ltd. 0.04% Reduce -1.6% 385,282 $14.1M
Vontobel Holding Ltd. 0.05% Add +17.6% 376,504 $13.8M
Zurich Insurance Group Ltd 0.10% Add +1.1% 375,539 $13.7M
Polen Capital Management LLC 0.06% Reduce -38.1% 367,007 $13.4M
Amundi 0.00% Add +15.8% 362,520 $13.2M
AEGON ASSET MANAGEMENT UK Plc 0.16% Reduce -3.6% 360,817 $13.2M
BNP Paribas 0.37% Add +9.5% 357,729 $13.1M
Prudential PLC 0.10% Add +13.4% 358,632 $13.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.36% Add +97.3% 356,588 $13.0M
MayTech Global Investments, LLC 1.32% Reduce -0.1% 356,320 $13.0M
Vise Technologies, Inc. 0.25% Add +1.6% 350,265 $12.8M
Matthews International Capital Management LLC 3.81% Add +58.3% 343,916 $12.6M
William Blair Investment Management, LLC 0.03% Reduce -23.0% 338,403 $12.4M
Financiere des Professionnels - Fonds d'investissement inc. 0.70% Reduce -2.8% 337,619 $12.3M
Helios Capital Management Pte. Ltd. 8.47% No change 337,400 $12.3M
Deprince Race & Zollo Inc. 0.23% Reduce -0.3% 329,567 $12.0M
Zevin Asset Management LLC 1.60% Add +3.2% 326,483 $11.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.11% Reduce -5.6% 361,642 $11.7M
KBC Group NV 0.03% No change 319,002 $11.7M
Quantinno Capital Management LP 0.02% Add +70.3% 314,276 $11.5M
ANTIPODES PARTNERS Ltd 0.24% Add +11.1% 312,679 $11.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 294,668 $10.8M
Value Partners Investments Inc. 0.82% No change 294,084 $10.7M
Ninety One SA (Pty) Ltd 0.46% No change 293,246 $10.7M
Scotia Capital Inc. 0.04% Add +1.8% 288,184 $10.5M
Fayez Sarofim & Co 0.02% Add +47.6% 281,100 $10.3M
Ovata Capital Management Ltd 1.22% New 277,332 $10.0M
GCM Grosvenor Holdings, LLC 1.41% Reduce -2.7% 272,860 $10.0M
O'shaughnessy Asset Management, LLC 0.05% Add +11.2% 265,461 $9.7M
Azimuth Capital Investment Management LLC 0.35% Add +1.6% 264,399 $9.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +38.8% 263,620 $9.6M
Van Eck Associates Corp. 0.01% Add +16.0% 261,809 $9.6M
ARP Global Capital Ltd 2.83% — 256,270 $9.4M
AQR Capital Management 0.00% Add +99.5% 256,011 $9.4M
PNC Financial Services Group, Inc. 0.00% Add +5.3% 238,353 $8.7M
Donaldson Capital Management, LLC 0.27% Add +29.4% 231,267 $8.5M
Banque Pictet & Cie SA 0.08% Reduce -15.3% 228,910 $8.4M
Federation des caisses Desjardins du Quebec 0.03% Reduce -8.5% 225,409 $8.2M
Orion Porfolio Solutions, LLC 0.06% Add +1.7% 224,652 $8.2M
Veritas Asset Management LLP 0.08% No change 224,364 $8.2M
Munich Reinsurance Co Stock Corp in Munich 0.20% No change 222,218 $8.1M
Hantz Financial Services, Inc. 0.12% Add +15.1% 221,185 $8.1M
Elliott Investment Management 0.05% New 216,756 $7.9M
E. Ohman J:or Asset Management AB 0.18% Reduce -2.9% 216,300 $7.9M
Axiom Investors LLC 0.07% Reduce -5.8% 214,700 $7.8M
Jupiter Asset Management Ltd. 0.06% Reduce -0.8% 213,887 $7.8M
Janney Capital Management LLC 0.48% Add +16.5% 209,953 $7.7M
LGT Group Foundation 0.08% Add +30.0% 206,385 $7.5M
US Bancorp \de 0.01% Reduce -6.0% 200,983 $7.3M
Ninety One North America, Inc. 0.29% Reduce -0.7% 198,771 $7.3M
Vestmark Advisory Solutions, Inc. 0.10% Add +246.2% 195,493 $7.1M
Kestra Private Wealth Services, LLC 0.09% Reduce -4.7% 193,626 $7.1M
Brooklyn Investment Group 0.33% Add +585.6% 194,498 $7.1M
Alliancebernstein L.P. 0.00% Reduce -14.0% 190,743 $7.0M
First Trust Bank, Ltd. 15.44% New 190,000 $6.9M
Aperture Investors, LLC 0.96% No change 188,760 $6.9M
BNP Paribas Financial Markets 0.00% Reduce -68.2% 188,624 $6.9M
Vanguard Personalized Indexing Management, LLC 0.07% Add +19.8% 187,064 $6.8M
Trillium Asset Management, LLC 0.20% Reduce -10.6% 181,737 $6.6M
Marietta Investment Partners LLC 1.31% Reduce -0.3% 180,102 $6.6M
Templeton & Phillips Capital Management, LLC 4.37% Reduce -34.3% 179,640 $6.6M
Channing Global Advisors, LLC 4.20% Add +1.3% 179,616 $6.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.46% Reduce -8.3% 177,418 $6.5M
Letko, Brosseau & Associates Inc. 0.11% Add +35.9% 177,035 $6.5M
Callan Family Office, LLC 0.14% Add +40.5% 176,933 $6.5M
Captrust Financial Advisors 0.01% Add +73.0% 176,680 $6.5M
Stifel Financial Corp. 0.01% Reduce -1.3% 170,175 $6.2M
Ethic Inc. 0.09% Add +13.8% 166,432 $6.1M
Vident Advisory, LLC 0.06% Add +1.6% 162,709 $5.9M
Pathstone Holdings, LLC 0.02% Add +6.2% 159,941 $5.9M
DSM Capital Partners LLC 0.09% Reduce -19.0% 160,785 $5.9M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +0.3% 160,258 $5.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% No change 158,056 $5.8M
Factory Mutual Insurance Co. 0.06% No change 156,328 $5.7M
United Capital Financial Advisors, LLC 0.03% Reduce -6.4% 154,595 $5.6M
Eurizon Capital SGR S.p.A. 0.02% — 150,511 $5.5M
Mariner, LLC 0.01% Add +6.8% 148,473 $5.4M
Nomura Asset Management International Inc. 0.01% — 141,629 $5.2M
Cetera Investment Advisers 0.01% Reduce -14.6% 140,247 $5.1M
Balyasny Asset Management L.P. 0.01% Add +680.7% 140,075 $5.1M
Kornitzer Capital Management Inc. 0.11% No change 140,000 $5.1M
Bank of Montreal 0.00% Add +0.7% 139,505 $5.1M
Oaktree Capital Management 0.11% Reduce -13.7% 130,441 $4.8M
Eagle Global Advisors LLC 0.18% Reduce -1.2% 129,797 $4.7M
Oaktree Fund Advisors, LLC 8.82% Reduce -5.2% 128,863 $4.7M
Motley Fool Wealth Management, LLC 0.36% Reduce -16.1% 127,697 $4.7M
GUARDCAP ASSET MANAGEMENT Ltd 0.12% Reduce -1.3% 126,900 $4.6M
Castlefield Investment Partners LLP 3.55% — 125,938 $4.6M
LPL Financial LLC 0.00% Reduce -45.0% 125,640 $4.6M
Quadrature Capital Ltd 0.05% Add +109.9% 124,826 $4.6M
Point72 Asset Management 0.01% New 123,584 $4.5M
Creative Planning 0.00% Reduce -6.3% 123,507 $4.5M
Crossmark Global Holdings, Inc. 0.06% Reduce -0.8% 121,732 $4.4M
Laird Norton Wetherby Trust Company, LLC 0.09% New 119,401 $4.4M
Cerity Partners LLC 0.01% Reduce -15.5% 117,883 $4.3M
Raiffeisen Bank International AG 0.06% Reduce -47.9% 117,586 $4.3M
Barclays PLC 0.00% Add +30.5% 117,159 $4.3M
M&T Bank Corp 0.01% Add +788.3% 115,126 $4.2M
Baron Capital (BAMCO) 0.01% Add +4.2% 111,871 $4.1M
Profund Advisors LLC 0.12% Reduce -9.0% 111,774 $4.1M
Fifth Third Bancorp 0.01% Reduce -1.5% 110,464 $4.0M
Employees Retirement System of Texas 0.04% Reduce -45.9% 109,672 $4.0M
EFG International AG 0.08% — 109,119 $4.0M
S-Bank Fund Management Ltd 0.51% No change 107,850 $3.9M
Greenfield Seitz Capital Management, LLC 1.29% Reduce -3.5% 107,557 $3.9M
Principal Financial Group Inc. 0.00% No change 106,324 $3.9M
DAVENPORT & Co LLC 0.02% Reduce -3.0% 105,928 $3.9M
Alps Advisors Inc. 0.02% No change 102,000 $3.7M
Schwartz Investment Counsel Inc. 0.13% No change 100,100 $3.7M
Bank Pictet & Cie (Europe) AG 0.07% Add +21.1% 99,607 $3.6M
Northwest & Ethical Investments L.P. 0.08% Add +27.5% 99,602 $3.6M
Aviva PLC 0.01% Reduce -0.8% 99,535 $3.6M
Explore Capital Management, LLC 2.94% Reduce -67.5% 97,060 $3.5M
MML Investors Services, LLC 0.01% Add +4.2% 95,029 $3.5M
First Trust Advisors LP 0.00% Reduce -11.4% 94,099 $3.4M
Virtus Advisers, LLC 1.64% Reduce -1.7% 93,098 $3.4M
Guggenheim Capital LLC 0.02% Add +1.8% 91,693 $3.4M
Madison Asset Management, LLC 0.04% Reduce -3.9% 91,380 $3.3M
Brandes Investment Partners, LP 0.03% Reduce -11.8% 90,397 $3.3M
Daiwa Securities Group Inc. 0.01% Add +9.4% 86,274 $3.2M
NLB Skladi, upravljanje premozenja, d.o.o. 0.14% — 85,065 $3.1M
Ieq Capital, LLC 0.01% Add +17.7% 83,698 $3.1M
Prudential Financial Inc. 0.00% Reduce -7.0% 83,616 $3.0M
Henry James International Management Inc. 0.96% Reduce -0.2% 83,354 $3.0M
Blue Trust, Inc. 0.03% Reduce -0.8% 77,603 $2.8M
Susquehanna International Group, LLP 0.00% Add +471.1% 75,536 $2.8M
Sequoia Financial Advisors, LLC 0.02% Add +0.5% 74,198 $2.7M
Advisors Asset Management, Inc. 0.04% Add +5.0% 72,734 $2.7M
Diversified Trust Co. 0.05% Add +50.9% 71,565 $2.6M
National Bank of Canada 0.00% Reduce -86.8% 71,071 $2.6M
GAM Holding AG 0.16% Reduce -38.8% 70,457 $2.6M
Longfellow Investment Management Co. LLC 0.58% Reduce -5.5% 70,360 $2.6M
Keybank National Association 0.01% Reduce -1.4% 69,699 $2.5M
Atria Investments, Inc 0.03% Reduce -6.3% 69,337 $2.5M
Tobam 0.62% Add +0.7% 69,316 $2.5M
Stamos Capital Partners, L.P. 0.41% Reduce -10.6% 69,270 $2.5M
PEAK6 LLC 0.07% Reduce -42.4% 69,198 $2.5M
Naviter Wealth, LLC 0.33% Reduce -17.9% 69,184 $2.5M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Add +6.8% 67,904 $2.5M
NewEdge Advisors, LLC 0.01% Add +1.2% 67,435 $2.5M
Brevan Howard Capital Management LP 0.05% Reduce -3.3% 66,616 $2.4M
Walleye Capital LLC 0.01% Add +1695.7% 66,173 $2.4M
Walleye Trading LLC 0.04% Reduce -78.2% 64,521 $2.4M
Corient Private Wealth LP 0.00% Add +3.4% 64,129 $2.3M
Truist Financial Corp. 0.00% Reduce -8.5% 61,697 $2.3M
Legacy Wealth Asset Management, LLC 0.55% Add +0.4% 61,527 $2.2M
Compound Planning, Inc. 0.07% Add +11.0% 61,089 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.2% 61,044 $2.2M
Naples Global Advisors, LLC 0.17% Add +0.5% 60,848 $2.2M
Triglav Investments, D.O.O. 0.14% Add +24.0% 60,770 $2.2M
LBP Am SA 0.03% No change 60,000 $2.2M
Sanctuary Advisors, LLC 0.01% Add +14.5% 59,761 $2.2M
Banque Cantonale Vaudoise 0.07% No change 56,292 $2.1M
FACTORIAL MANAGEMENT Ltd 100.00% No change 56,260 $2.1M
Simplex Trading, LLC 0.06% New 55,130 $2.0M
W1M Asset Management Ltd 0.02% New 53,504 $2.0M
NewEdge Wealth, LLC 0.02% Add +6.6% 53,397 $2.0M
Caprock Group, LLC 0.04% Add +94.5% 52,298 $1.9M
Cloverfields Capital Group, LP 0.58% Add +1.2% 51,601 $1.9M
Old Mission Capital LLC 0.07% New 50,982 $1.9M
Sarasin & Partners LLP 0.02% Reduce -10.1% 50,732 $1.9M
WINTON GROUP Ltd 0.06% No change 50,700 $1.9M
L & S Advisors Inc 0.19% Add +2.4% 50,086 $1.8M
PCM Encore, LLC 0.39% — 49,941 $1.8M
West Family Investments, Inc. 0.42% Reduce -4.4% 49,139 $1.8M
Choreo, LLC 0.02% Reduce -20.3% 49,097 $1.8M
Exencial Wealth Advisors, LLC 0.06% Add +5.0% 48,555 $1.8M
Figure 8 Investment Strategies LLC 1.58% Add +0.8% 48,510 $1.8M
Deltec Asset Management LLC 0.29% Reduce -2.1% 47,200 $1.7M
Empowered Funds, LLC 0.03% New 45,639 $1.7M
Signaturefd, LLC 0.02% Reduce -0.3% 44,652 $1.6M
Pinnacle Financial Partners, Inc. 0.01% — 44,359 $1.6M
Federated Hermes, Inc. 0.00% Reduce -48.0% 44,164 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -59.9% 44,117 $1.6M
QRG Capital Management, Inc. 0.02% Add +4.9% 43,786 $1.6M
Clough Capital Partners L P 0.14% Reduce -53.0% 42,930 $1.6M
Leonteq Securities AG 0.08% Reduce -16.4% 41,751 $1.5M
Capital International Sarl 0.02% No change 41,648 $1.5M
Castleark Management LLC 0.04% No change 41,260 $1.5M
Natural Investments, LLC 0.37% Add +5.9% 41,237 $1.5M
Calamos Advisors LLC 0.01% Reduce -1.3% 40,544 $1.5M
Union Bancaire Privee, UBP SA 0.02% Add +12.9% 40,652 $1.5M
Handelsbanken Fonder AB 0.00% Add +44.8% 39,815 $1.5M
Skerryvore Asset Management Ltd 1.12% Reduce -58.8% 39,400 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Add +0.4% 38,953 $1.4M
Park Avenue Securities LLC 0.01% Reduce -17.9% 38,613 $1.4M
Jane Street Group, LLC 0.00% Reduce -96.3% 38,020 $1.4M
PDS Planning, Inc 0.09% Add +1.8% 37,993 $1.4M
Sit Investment Associates Inc. 0.03% No change 37,650 $1.4M
Eurizon SLJ Capital Ltd 0.54% — 37,310 $1.4M
Summit Global Investments 0.08% Reduce -36.7% 35,323 $1.3M
Ritholtz Wealth Management 0.02% Add +16.0% 35,121 $1.3M
Y-Intercept (Hong Kong) Ltd 0.03% New 33,404 $1.2M
Regions Financial Corp. 0.01% Add +0.7% 32,333 $1.2M
Aubrey Capital Management Ltd 0.46% Add +5.2% 32,345 $1.2M
Ballentine Partners, LLC 0.02% Add +0.3% 32,287 $1.2M
NorthCoast Asset Management LLC 0.03% Add +3.0% 31,513 $1.2M
Matrix Trust Co 0.19% Add +10.5% 31,490 $1.2M
Miller Global Investments, LLC 1.04% — 31,294 $1.1M
Integrated Quantitative Investments LLC 0.24% Reduce -6.0% 30,794 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -14.8% 30,539 $1.1M
Hamilton Capital Partners Inc. 0.04% No change 30,268 $1.1M
Militia Capital Partners, LP 0.42% Add +115.3% 30,244 $1.1M
Aaron Wealth Advisors LLC 0.06% Add +38.4% 30,030 $1.1M
Nisa Investment Advisors, LLC 0.00% Add +2.0% 29,982 $1.1M
State of Wyoming 0.12% Reduce -0.8% 29,652 $1.1M
XTX Topco Ltd 0.03% Reduce -17.6% 29,638 $1.1M
Bank of Nova Scotia 0.00% Reduce -7.3% 29,311 $1.1M
Mercer Global Advisors Inc. 0.00% Add +10.1% 28,276 $1.0M
Rehmann Capital Advisory Group 0.05% Reduce -1.5% 28,230 $1.0M
Burkett Asset Management Ltd 1.04% — 28,080 $1.0M
OneAscent Investment Solutions LLC 1.09% No change 28,031 $1.0M
Toronto Dominion Bank 0.00% Add +153.5% 27,827 $1.0M
Global Retirement Partners, LLC 0.02% Add +1213.8% 27,722 $1.0M
SG Americas Securities, LLC 0.00% Reduce -20.9% 27,322 $998K
One Wealth Advisors, LLC 0.12% Reduce -0.5% 27,295 $997K
Grandeur Peak Global Advisors, LLC 0.13% No change 27,108 $991K
TD Asset Management Inc 0.00% Add +1.6% 26,866 $982K
Elevation Point Wealth Partners, LLC 0.05% Add +151.9% 26,813 $980K
Yousif Capital Management, LLC 0.01% Reduce -22.2% 29,262 $946K
Cresset Asset Management, LLC 0.00% Reduce -9.3% 25,013 $914K
Shelton Capital Management 0.02% Add +22.6% 24,990 $913K
Altfest L J & Co. Inc. 0.10% Add +253.7% 24,600 $899K
FourThought Financial Partners, LLC 0.07% Add +3.2% 24,058 $879K
ABN AMRO Bank N.V. 0.01% No change 24,000 $874K
Wealth Alliance, LLC 0.09% Reduce -4.7% 23,896 $873K
InTrack Investment Management Inc 0.48% Add +5.9% 23,476 $858K
Financial Perspectives, Inc 0.23% Add +7.3% 23,119 $845K
May Hill Capital, LLC 0.23% Add +14.7% 22,940 $838K
Coldstream Capital Management Inc. 0.01% Reduce -31.7% 22,927 $838K
Fiduciary Trust Co 0.01% Add +0.7% 22,655 $828K
OneDigital Investment Advisors LLC 0.01% Reduce -13.0% 22,431 $820K
HighVista Strategies LLC 0.21% Reduce -32.3% 22,127 $809K
Evoke Wealth, LLC 0.01% Add +1.3% 21,068 $770K
Sapient Capital LLC 0.01% Add +10.7% 20,880 $761K
Sather Financial Group Inc 0.04% Add +0.6% 20,754 $758K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.0% 22,558 $754K
Genus Capital Management Inc. 0.09% No change 20,504 $749K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -10.4% 20,450 $747K
Summitry LLC 0.03% Add +10.4% 20,353 $744K
Credit Agricole S A 0.00% No change 19,974 $730K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -27.3% 19,948 $727K
Chesapeake Capital Corp. 0.60% No change 19,782 $723K
Tidal Investments LLC 0.00% No change 19,782 $723K
DMC Group, LLC 0.48% Add +6.7% 19,761 $722K
Blair William & Co. 0.00% Reduce -3.6% 19,497 $712K
Tuttle Capital Management, LLC 1.53% New 18,980 $694K
Commonwealth Equity Services, LLC 0.00% Reduce -13.6% 18,906 $691K
Focus Partners Wealth 0.00% Add +26.1% 18,610 $680K
Aprio Wealth Management, LLC 0.04% Add +33.5% 18,464 $675K
Sagespring Wealth Partners, LLC 0.01% Add +6.9% 18,390 $672K
IFP Advisors, Inc 0.02% Add +0.0% 18,351 $671K
Jones Financial Companies LLLP 0.00% Add +9.3% 18,144 $663K
Schonfeld Strategic Advisors LLC 0.00% New 18,099 $661K
Fideuram Asset Management (Ireland) dac 0.05% — 11,508 $660K
Group One Trading LLC 0.02% Reduce -34.2% 18,041 $659K
Arta Finance Wealth Management LLC 0.32% — 17,227 $629K
CenterBook Partners LP 0.03% Reduce -52.7% 17,210 $629K
Janney Montgomery Scott LLC 0.00% Add +15.3% 16,958 $620K
Pictet North America Advisors SA 0.06% No change 16,928 $619K
Cibc World Market Inc. 0.00% Reduce -73.2% 16,914 $618K
Venturi Wealth Management, LLC 0.03% New 16,804 $614K
HB Wealth Management, LLC 0.00% Add +14.6% 16,347 $597K
Henshaw Capital LLC 0.02% New 16,269 $594K
Premier Fund Managers Ltd 0.03% Reduce -7.9% 16,254 $592K
Syon Capital LLC 0.03% Add +109.3% 16,173 $591K
Fca Corp. 0.17% No change 16,000 $585K
&partners 0.00% Add +29.9% 15,938 $582K
Level Four Advisory Services, LLC 0.02% Add +0.8% 15,851 $579K
CogentBlue Wealth Advisors, LLC 0.39% Reduce -2.5% 15,824 $578K
iA Global Asset Management Inc. 0.01% No change 15,654 $572K
Thornburg Investment Management Inc. 0.01% Reduce -6.4% 15,533 $568K
Frec Markets, Inc. 0.17% — 15,447 $564K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -13.7% 15,422 $564K
Squarepoint Ops LLC 0.00% Reduce -55.0% 15,311 $559K
Ninepoint Partners LP 0.07% Add +86.3% 15,219 $556K
Millennium Management 0.00% Reduce -99.4% 15,014 $549K
Bridgewater Advisors Inc. 0.04% Reduce -3.5% 17,013 $547K
Private Advisor Group, LLC 0.00% Add +7.8% 14,949 $546K
Hyperion Capital Advisors LP 0.27% No change 14,840 $542K
Fox Run Management, L.L.C. 0.08% New 14,702 $537K
Athena Wealth Management, LLC 0.52% — 14,692 $537K
Abacus Wealth Partners, LLC 0.05% New 14,581 $533K
Mirabaud Asset Management Ltd 0.25% New 8,766 $532K
Flputnam Investment Management Co. 0.01% Add +2.6% 14,363 $525K
Farther Finance Advisors, LLC 0.01% Add +58.1% 14,278 $522K
Storgate, LLC 0.42% — 14,129 $516K
Sustainable Insight Capital Management, LLC 0.17% Add +15.6% 14,098 $515K
Harbour Capital Advisors, LLC 0.10% Add +0.0% 14,106 $515K
Leavell Investment Management, Inc. 0.02% Add +32.1% 14,082 $515K
Sivia Capital Partners, LLC 0.10% Add +3.0% 13,492 $493K
Ariel Investments 0.01% Add +42.3% 13,151 $481K
Murphy & Mullick Capital Management Corp 0.34% Reduce -4.1% 13,006 $475K
Ratan Capital Management LP 0.13% No change 13,000 $475K
Gibbs Wealth Management 0.11% Reduce -14.7% 14,221 $471K
Marks Group Wealth Management, Inc 0.04% Reduce -3.8% 12,798 $468K
EP Wealth Advisors, LLC 0.00% — 12,618 $461K
Segall Bryant & Hamill, LLC 0.01% No change 12,600 $460K
Quadrant Capital Group LLC 0.01% Reduce -21.5% 12,556 $459K
Arax Advisory Partners 0.01% Add +589.6% 12,233 $447K
Greenspring Advisors, LLC 0.03% New 12,158 $444K
Kathmere Capital Management, LLC 0.03% Add +30.2% 12,061 $441K
Platform Technology Partners 0.09% Reduce -0.9% 11,843 $433K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 11,800 $431K
Glenmede Trust Co. NA 0.00% — 11,667 $426K
Grey Ledge Advisors, LLC 0.10% Reduce -8.2% 11,650 $426K
Advisor OS, LLC 0.03% Add +11.9% 11,559 $422K
Snowden Capital Advisors LLC 0.01% Add +2.1% 11,556 $422K
Flow Traders U.S. LLC 0.01% New 11,395 $416K
Hamilton Capital, LLC 0.02% — 11,322 $414K
Legacy Capital Group California, Inc. 0.10% Add +8.8% 11,194 $409K
GAMMA Investing LLC 0.02% Add +4.3% 11,139 $407K
Foster Victor Wealth Advisors, LLC 0.02% Add +109.3% 12,328 $402K
Kestra Advisory Services, LLC 0.00% Reduce -51.7% 10,937 $400K
Commerce Bank 0.00% Add +40.6% 10,822 $395K
J. Safra Sarasin Holding AG 0.01% New 10,747 $393K
Endowment Wealth Management, Inc. 0.18% Reduce -10.3% 10,489 $383K
Southeastern Asset Management Inc. 0.02% Reduce -79.0% 10,462 $382K
Caitong International Asset Management Co., Ltd 0.09% Add +736.5% 10,415 $381K
DGS Capital Management, LLC 0.06% Reduce -0.4% 10,178 $372K
Sterling Capital Management LLC 0.01% Reduce -10.6% 10,116 $370K
EverSource Wealth Advisors, LLC 0.01% Add +47.9% 9,948 $364K
Capstone Investment Advisors, LLC 0.00% New 9,884 $361K
Tectonic Advisors LLC 0.02% Reduce -1.4% 9,812 $359K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.50% No change 9,800 $358K
Crestwood Advisors Group, LLC 0.01% Add +45.7% 9,676 $354K
Hardy Reed LLC 0.02% Add +5.9% 9,526 $348K
Cwm, LLC 0.00% Add +15.6% 9,439 $345K
Canopy Partners, LLC 0.11% Add +1.3% 9,416 $344K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.1% 9,350 $342K
Guinness Atkinson Asset Management Inc 0.16% No change 9,400 $342K
Dividend Assets Capital, LLC 0.06% No change 9,290 $339K
Aigen Investment Management, LP 0.08% Reduce -79.7% 9,270 $339K
Institute for Wealth Management, LLC. 0.04% No change 9,146 $334K
Waverly Advisors, LLC 0.00% New 9,115 $333K
Resonant Capital Advisors, LLC 0.02% Add +31.8% 8,936 $327K
SeaBridge Investment Advisors LLC 0.05% Add +3.3% 8,878 $324K
TD Private Client Wealth LLC 0.01% Reduce -4.0% 8,765 $320K
Independent Financial Group, LLC 0.01% Reduce -2.0% 8,716 $318K
GeoWealth Management, LLC 0.01% Add +7.1% 8,554 $313K
Avior Wealth Management, LLC 0.01% Reduce -0.1% 8,515 $311K
Thoroughbred Financial Services, LLC 0.02% No change 8,530 $311K
Xponance LLC 0.00% Reduce -0.8% 8,451 $309K
Mgo One Seven LLC 0.01% Add +9.7% 8,261 $302K
D. E. Shaw & Co. 0.00% Reduce -14.8% 8,162 $298K
Parallel Advisors, LLC 0.01% Reduce -10.4% 8,037 $294K
Dakota Wealth Management 0.01% Add +9.7% 8,013 $293K
Graham Capital Management, L.P. 0.01% New 7,977 $291K
BSW Wealth Partners 0.03% Reduce -2.9% 7,866 $287K
Portside Wealth Group, LLC 0.04% Reduce -16.2% 7,809 $285K
Spire Wealth Management 0.01% Reduce -3.6% 7,666 $280K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -21.7% 7,467 $273K
Panagora Asset Management Inc. 0.00% No change 7,440 $272K
Wealthspire Advisors, LLC 0.00% Add +310.1% 7,406 $271K
MJP Associates Inc. 0.03% Add +10.0% 7,218 $264K
Riverbridge Partners LLC 0.00% No change 7,156 $261K
Riversedge Advisors, LLC 0.04% Add +13.7% 7,072 $258K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +4.7% 7,042 $257K
Confluence Investment Management LLC 0.00% No change 6,899 $252K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -66.0% 6,882 $251K
Inscription Capital, LLC 0.03% Add +2.8% 6,857 $251K
Basecamp Wealth Advisors LLC 0.05% — 6,827 $249K
HBK Sorce Advisory LLC 0.01% Reduce -2.8% 7,139 $246K
Eagle Strategies LLC 0.03% New 6,633 $242K
Merit Financial Group, LLC 0.00% Add +1.6% 6,621 $242K
Intrust Bank NA 0.02% Add +4.6% 6,619 $242K
Greenleaf Trust 0.00% New 6,613 $242K
Hilltop Holdings Inc. 0.01% Reduce -2.4% 6,588 $241K
UMB Bank, n.a. 0.00% Add +3.0% 6,566 $240K
Keel Point, LLC 0.01% Reduce -0.2% 6,542 $239K
Baron Wealth Management LLC 0.07% No change 6,446 $236K
Mather Group, Llc. 0.00% Add +0.4% 6,412 $234K
Westpac Banking Corp. 0.01% Reduce -2.8% 6,412 $234K
Personal Cfo Solutions, LLC 0.04% Add +3.0% 6,403 $234K
Assetmark, Inc. 0.00% Add +52.0% 6,268 $229K
Foster Group, Inc. 0.01% Reduce -4.9% 6,207 $227K
Two Sigma Advisers, LP 0.00% Reduce -99.2% 6,200 $227K
Peapack Gladstone Financial Corp. 0.00% Reduce -48.1% 6,067 $222K
Harris Associates (Oakmark Funds) 0.00% Reduce -31.5% 6,000 $219K
JMN Financial LLC 0.22% — 5,977 $218K
Loomis Sayles & Co. L P 0.00% Reduce -95.1% 5,975 $218K
OneAscent Family Office, LLC 0.15% No change 5,952 $217K
Insigneo Advisory Services, LLC 0.02% New 5,819 $213K
Northwestern Mutual Wealth Management Co. 0.00% Add +110.3% 5,818 $213K
Storebrand Asset Management As 0.00% Reduce -6.5% 5,721 $209K
Kingsview Wealth Management, LLC 0.00% New 5,691 $208K
LRI Investments, LLC 0.02% Add +0.1% 5,663 $207K
Alpha Cubed Investments, LLC 0.01% New 5,570 $204K
Steward Partners Investment Advisory, LLC 0.00% Add +1.7% 5,527 $202K
Aviso Financial Inc. 0.01% Reduce -0.9% 5,522 $202K
Arkadios Wealth Advisors 0.00% Reduce -11.0% 5,492 $201K
Hilltop National Bank 0.05% Reduce -10.6% 5,438 $199K
First Horizon Corp. 0.01% Reduce -1.4% 4,843 $177K
Allworth Financial LP 0.00% Reduce -12.4% 4,394 $161K
Hollencrest Capital Management 0.01% No change 4,242 $155K
Smartleaf Asset Management LLC 0.01% Reduce -0.3% 3,926 $143K
Grove Bank & Trust 0.02% Reduce -1.4% 3,762 $137K
Eurizon Asset Management Slovakia, sprav. spol., a.s. 3.61% — 3,600 $132K
Westfuller Advisors, LLC 0.05% No change 3,560 $130K
J.Safra Asset Management Corp 0.01% Add +226.9% 3,334 $122K
AdvisorNet Financial, Inc 0.01% Reduce -0.1% 3,245 $119K
Huntington National Bank 0.00% Reduce -6.7% 2,863 $105K
Boit C F David 0.04% No change 3,100 $103K
Avanda Investment Management Pte. Ltd. 0.08% Reduce -50.7% 2,336 $85K
Cullen/Frost Bankers, Inc. 0.00% Add +19.7% 2,330 $85K
Inspire Investing, LLC 0.01% New 2,327 $85K
Western Pacific Wealth Management, LP 0.08% No change 2,134 $78K
Bruce G. Allen Investments, LLC 0.05% Add +54.3% 2,083 $76K
JFS Wealth Advisors, LLC 0.00% Reduce -4.4% 2,050 $75K
Community Bank, N.A. 0.01% No change 1,990 $73K
BOCHK Asset Management Ltd 0.02% Add +125.0% 1,800 $66K
Lanark Financial, Inc. 0.00% Add +3.5% 1,708 $62K
Pinnacle Bancorp, Inc. 0.02% No change 1,694 $62K
Park Place Capital Corp 0.01% Add +12.2% 1,600 $58K
MAI Capital Management 0.00% Reduce -16.5% 1,561 $57K
Ancora Advisors LLC 0.00% Add +3204.3% 1,520 $56K
Brown Brothers Harriman & Co. 0.00% Reduce -56.8% 1,460 $53K
Physician Wealth Advisors, Inc. 0.01% Reduce -22.5% 1,203 $44K
Graney & King, LLC 0.03% No change 1,200 $44K
Roxbury Financial LLC 0.04% Add +0.1% 1,163 $43K
Larson Financial Group LLC 0.00% Add +33.8% 1,136 $42K
Accent Capital Management, LLC 0.01% No change 918 $34K
Parkside Financial Bank & Trust 0.00% No change 913 $33K
SageView Advisory Group, LLC 0.00% New 910 $33K
Pin Oak Investment Advisors Inc. 0.02% Reduce -6.4% 932 $32K
Central Pacific Bank - Trust Division 0.00% No change 758 $28K
Byrne Asset Management LLC 0.02% No change 750 $27K
Rakuten Securities, Inc. 0.01% Add +71.2% 647 $24K
Highline Wealth Partners LLC 0.01% Reduce -7.1% 626 $23K
Itau Unibanco Holding S.A. 0.00% New 614 $22K
Independence Bank of Kentucky 0.00% No change 600 $22K
Elyxium Wealth, LLC 0.01% New 566 $21K
Foster Dykema Cabot & Partners, LLC 0.00% No change 554 $20K
Clearstead Advisors, LLC 0.00% Reduce -38.5% 550 $20K
Frazier Financial Advisors, LLC 0.01% No change 546 $20K
TD Waterhouse Canada Inc. 0.00% Add +38.1% 544 $20K
Summit Securities Group LLC 0.00% New 533 $19K
Transamerica Financial Advisors, LLC 0.00% Add +1372.2% 530 $19K
True Wealth Design, LLC 0.01% Add +661.2% 510 $19K
Roble, Belko & Company, Inc 0.00% No change 496 $18K
Westside Investment Management, Inc. 0.00% Add +30.2% 466 $17K
Washington Trust Advisors, Inc. 0.00% No change 460 $17K
Abound Wealth Management 0.00% Reduce -34.3% 431 $16K
CX Institutional 0.00% Add +9.3% 422 $15K
Hood River Capital Management LLC 0.00% New 395 $14K
Bell Investment Advisors, Inc 0.00% Reduce -0.5% 384 $14K
Raffa Wealth Management, LLC 0.00% Add +45.3% 372 $14K
Harbor Investment Advisory, LLC 0.00% Add +5.8% 362 $13K
Twin Lakes Capital Management, LLC 0.01% No change 350 $13K
Fairman Group, LLC 0.01% Reduce -8.4% 350 $13K
Private Trust Co. NA 0.00% No change 346 $13K
Golden State Wealth Management, LLC 0.00% No change 339 $12K
Cornerstone Financial Management LLC 0.01% — 338 $12K
MidFirst Bank 0.00% — 4,346 $12K
Cornerstone Planning Group LLC 0.00% No change 334 $11K
Lodestone Wealth Management LLC 0.00% New 292 $11K
TD Capital Management LLC 0.00% No change 280 $10K
Harbour Investments, Inc. 0.00% Reduce -59.9% 278 $10K
Atlantic Union Bankshares Corp 0.00% Reduce -30.8% 270 $10K
Triumph Capital Management 0.00% New 246 $9K
WealthCollab, LLC 0.00% No change 242 $9K
Bangor Savings Bank 0.00% New 234 $9K
Capital Analysts, LLC 0.00% No change 226 $8K
Bravera Wealth 0.00% — 214 $8K
Center for Financial Planning, Inc. 0.00% No change 202 $7K
Acumen Wealth Advisors, LLC 0.00% — 192 $7K
SJS Investment Consulting Inc. 0.00% New 192 $7K
Adirondack Trust Co. 0.00% New 172 $6K
Benson Wealth Management INC 0.01% — 168 $6K
SHP Wealth Management 0.00% — 163 $6K
North Star Investment Management Corp. 0.00% Add +30.0% 156 $6K
MPWM Advisory Solutions, LLC 0.00% No change 152 $6K
Flagship Harbor Advisors, LLC 0.00% New 146 $5K
Bogart Wealth, LLC 0.00% No change 140 $5K
Crewe Advisors LLC 0.00% Add +97.1% 138 $5K
First Command Advisory Services, Inc. 0.00% No change 138 $5K
Rossby Financial, LCC 0.00% No change 130 $5K
Sound Income Strategies, LLC 0.00% New 144 $5K
Wealth Watch Advisors, INC 0.00% No change 126 $5K
Root Financial Partners, LLC 0.00% Add +31.4% 113 $4K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 104 $4K
Retirement Wealth Solutions LLC 0.00% No change 102 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 102 $4K
Hara Capital LLC 0.00% No change 100 $4K
Colonial Trust Co / SC 0.00% New 92 $3K
Coston, McIsaac & Partners 0.00% New 88 $3K
Smithfield Trust Co 0.00% New 86 $3K
Geneos Wealth Management Inc. 0.00% No change 74 $3K
Ares Financial Consulting, LLC 0.00% — 72 $3K
Rachor Investment Advisory Services, LLC 0.00% — 71 $3K
WPG Advisers, LLC 0.00% No change 68 $2K
Piscataqua Savings Bank 0.00% New 60 $2K
Nemes Rush Group LLC 0.00% New 59 $2K
Financial Consulate, Inc. 0.00% New 54 $2K
Armstrong Advisory Group, Inc. 0.00% No change 48 $2K
IMA Advisory Services, Inc. 0.00% New 47 $2K
Horizon Investments, LLC 0.00% Reduce -50.0% 41 $1K
Tucker Asset Management LLC 0.00% New 40 $1K
Elevated Capital Advisors, LLC 0.00% New 36 $1K
Signature Equity Partners, LLC 0.00% — 35 $1K
JNBA Financial Advisors 0.00% New 34 $1K
CoreCap Advisors, LLC 0.00% No change 22 $804
Whipplewood Advisors, LLC 0.00% New 18 $658
Turning Point Benefit Group, Inc. 0.00% No change 14 $511
Rothschild Investment LLC 0.00% New 14 $505
Beaird Harris Wealth Management, LLC 0.00% No change 9 $340
Salomon & Ludwin, LLC 0.00% No change 8 $273
CENTRAL TRUST Co 0.00% New 4 $130
Toth Financial Advisory Corp. 0.00% New 2 $74
Maseco LLP 0.00% No change 2 $74

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