HDFC Bank Ltd.-ADRHDB

13F holders, Q1 2026 (March 31)
604holders −57
62new positions
118sold out
12famous investors
$24.92avg. 13F price*

At the end of Q1 2026, 604 institutions reported holding HDFC Bank Ltd.-ADR (HDB) in their 13F filings, down 57 from Q4 2025. 62 opened new positions and 118 sold out. The largest holders were Royal Bank of Canada ($1.1B), GQG Partners LLC ($848.3M) and Morgan Stanley ($766.5M). 12 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Paul Singer (0.1% of Elliott Investment Management's portfolio) and Ken Fisher (0.1% of Fisher Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions62$406.3M
Exits118$676.3M

All 13F filers, Q4 2025 → Q1 2026: 121,779,731 shares bought and 140,553,121 shares sold, net −18,773,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 604 holders

Royal Bank of Canada 0.20% Add +6.3% 42,418,483 $1.1B
GQG Partners LLC 1.34% Reduce -35.6% 34,095,946 $848.3M
Morgan Stanley 0.05% Add +42.0% 30,807,471 $766.5M
Schroder Investment Management Group 0.46% Reduce -14.3% 22,513,235 $560.1M
Principal Financial Group Inc. 0.24% Add +16808.5% 17,977,844 $447.3M
JPMorgan Chase & Co. 0.03% Reduce -10.9% 18,266,121 $440.2M
FIL Ltd 0.32% Reduce -28.3% 16,717,438 $415.9M
Harding Loevner LP 3.80% Reduce -41.0% 14,857,557 $369.7M
Temasek Holdings (Private) Ltd 1.05% Add +15.5% 12,559,656 $312.5M
Robeco Institutional Asset Management B.V. 0.44% Add +1.1% 12,523,084 $311.6M
Fisher Asset Management 0.10% Add +3.2% 12,229,278 $304.3M
Massachusetts Financial Services Co. 0.09% Reduce -6.2% 9,630,963 $276.0M
Wellington Management Group LLP 0.05% Reduce -3.0% 11,086,664 $275.8M
Lazard Asset Management LLC 0.45% Reduce -12.3% 10,937,089 $272.1M
Invesco Ltd. 0.03% Reduce -11.7% 10,771,998 $268.0M
Bank of America Corp. 0.02% Add +40.7% 10,549,235 $262.5M
Man Group plc 0.55% Add +130.6% 10,492,381 $261.1M
Brown Advisory Inc. 0.39% Reduce -19.8% 9,564,490 $238.0M
Franklin Resources Inc. 0.05% Reduce -33.6% 8,827,002 $219.6M
Boston Partners 0.20% Add +19.9% 7,815,820 $194.5M
Trinity Street Asset Management LLP 13.18% Add +27.3% 7,724,700 $192.2M
C WorldWide Group Holding A/S 3.92% Reduce -2.3% 7,332,764 $182.4M
Kontiki Capital Management (HK) Ltd. 12.26% Reduce -4.5% 7,028,262 $174.9M
M&G PLC 0.87% Reduce -3.8% 6,544,365 $163.6M
Baillie Gifford & Co. 0.17% Add +13.8% 6,538,950 $162.7M
FMR LLC 0.01% Reduce -51.1% 6,288,448 $156.5M
Sei Investments Co. 0.14% Reduce -6.1% 6,078,639 $151.2M
Connor, Clark & Lunn Investment Management Ltd. 0.35% Add +57.7% 6,048,718 $150.5M
Altrinsic Global Advisors LLC 5.33% Add +17.4% 5,979,695 $148.8M
Dodge & Cox 0.08% Add +3.4% 5,688,300 $141.5M
Sustainable Growth Advisers, LP 1.22% Reduce -8.5% 5,225,907 $130.0M
Bank of New York Mellon Corp 0.02% Add +6.1% 5,026,172 $125.1M
BlackRock, Inc. 0.00% Reduce -24.6% 4,873,195 $121.2M
Millennium Management 0.09% Add +32090.6% 4,833,103 $120.2M
Russell Investments Group, Ltd. 0.13% Reduce -6.7% 4,714,099 $117.3M
Northcape Capital Pty Ltd 13.47% Reduce -17.6% 4,693,649 $116.8M
Clearbridge Investments, LLC 0.10% Reduce -17.7% 4,395,652 $109.4M
Jones Financial Companies LLLP 0.05% Add +24171.7% 4,403,860 $107.2M
PGGM Investments 1.86% Add +12.5% 4,275,216 $106.4M
Natixis Advisors, LLC 0.15% Reduce -18.3% 4,230,951 $105.3M
Two Sigma Investments, LP 0.09% Add +677.3% 4,150,539 $103.3M
Aikya Investment Management Ltd 29.76% Reduce -12.8% 4,123,527 $102.6M
Ameriprise Financial Inc. 0.02% Reduce -27.1% 3,923,093 $98.3M
Voloridge Investment Management, LLC 0.38% New 3,846,825 $95.7M
PineStone Asset Management Inc. 0.66% Reduce -54.5% 3,782,384 $94.1M
Citadel Advisors 0.07% Add +189.8% 3,646,088 $90.7M
Artisan Partners Limited Partnership 0.15% Reduce -1.9% 3,610,885 $89.8M
1832 Asset Management L.P. 0.12% Reduce -37.6% 3,576,736 $89.0M
Jane Street Group, LLC 0.09% Add +8615.0% 3,313,424 $82.4M
Rathbones Group PLC 0.32% Add +26.2% 3,262,790 $81.2M
Jupiter Asset Management Ltd. 0.43% Add +1491.1% 3,403,134 $81.1M
Marshall Wace, LLP 0.09% Add +547.3% 3,229,052 $80.3M
OMERS ADMINISTRATION Corp 0.51% Add +114.9% 3,167,310 $78.8M
HSBC Holdings PLC 0.05% Add +59.8% 3,188,030 $78.8M
State Street Corp. 0.00% Add +1.4% 3,160,640 $78.6M
Charles-Lim Capital Ltd 24.77% Add +34.8% 3,000,000 $74.6M
Bank of Montreal 0.03% Add +2048.8% 2,997,676 $74.6M
Dimensional Fund Advisors LP 0.01% Reduce 0.0% 2,898,342 $72.1M
Fiera Capital Corp 0.25% Reduce -66.1% 2,884,136 $71.8M
UBS Group AG 0.01% Reduce -25.2% 2,842,114 $70.7M
CIBC Bancorp USA Inc. 0.09% — 2,739,673 $68.2M
Nuveen, LLC 0.02% Add +6.3% 2,732,716 $68.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -16.2% 2,697,209 $67.1M
Mawer Investment Management Ltd. 0.43% Reduce -15.8% 2,684,930 $66.8M
Royal London Asset Management Ltd. 0.14% Reduce -43.5% 2,661,240 $66.2M
State of New Jersey Common Pension Fund D 0.25% Add +7.9% 2,572,504 $64.0M
Earnest Partners LLC 0.26% Reduce -2.2% 2,563,181 $63.8M
D. E. Shaw & Co. 0.05% Add +29616.5% 2,425,460 $60.3M
Mondrian Investment Partners LTD 0.87% Add +71.5% 2,340,619 $58.2M
Allspring Global Investments Holdings, LLC 0.09% Add +0.2% 2,207,955 $55.0M
Qube Research & Technologies Ltd 0.07% New 2,099,343 $52.2M
Hudson Edge Investment Partners Inc. 7.39% Add +36.0% 2,033,200 $50.6M
Public Employees Retirement System of Ohio 0.16% Add +3.2% 1,932,932 $48.1M
SG Americas Securities, LLC 0.05% Add +6904.2% 1,913,692 $47.6M
Ovata Capital Management Ltd 6.86% Add +616.2% 1,986,361 $47.3M
NINE MASTS CAPITAL Ltd 10.48% New 1,900,809 $47.3M
New York State Common Retirement Fund 0.07% Add +75.6% 1,900,302 $47.3M
Intermede Investment Partners Ltd 2.16% Reduce -4.2% 1,871,235 $46.6M
Flossbach Von Storch SE 0.21% Add +8.8% 1,802,765 $44.9M
Orbis Allan Gray Ltd 0.19% Add +155.1% 1,787,896 $44.5M
Point72 Asset Management 0.08% Add +1312.4% 1,745,521 $43.4M
Bessemer Group Inc. 0.06% Reduce -53.7% 1,628,845 $40.5M
Holocene Advisors, LP 0.10% Add +124.8% 1,587,186 $39.5M
Perpetual Ltd 0.59% Reduce -30.3% 1,555,206 $38.7M
Goldman Sachs Group Inc. 0.01% Add +26.6% 1,552,909 $38.6M
Envestnet Asset Management Inc. 0.01% Add +5.5% 1,533,180 $38.1M
Aberdeen Group plc 0.06% Add +0.3% 1,521,327 $37.9M
Pzena Investment Management LLC 0.12% Add +81.2% 1,519,501 $37.8M
Abn Amro Investment Solutions 0.49% Add +66.0% 1,498,938 $37.3M
Northern Trust Corp. 0.00% Reduce -12.4% 1,483,263 $36.9M
Steadfast Capital Management LP 1.35% Reduce -49.5% 1,434,435 $35.7M
Milestone Resources Group Ltd 2.08% No change 1,369,248 $34.1M
ARGA Investment Management, LP 1.11% Add +29.1% 1,359,856 $33.8M
Impax Asset Management Group plc 0.22% Reduce -24.8% 1,274,713 $31.7M
L1 Capital Pty Ltd 1.24% Add +152.0% 1,268,890 $31.6M
Seafarer Capital Partners, LLC 7.07% Add +81.7% 1,148,000 $30.8M
Public Employees Retirement Association of Colorado 0.12% Reduce -4.0% 1,236,744 $30.8M
Pinebridge Investments LLC 0.25% No change 1,197,800 $29.8M
Capital Research Global Investors 0.00% Reduce -74.2% 1,192,888 $29.7M
Legal & General Group Plc 0.01% Add +5.1% 1,152,913 $28.7M
Meitav Investment House Ltd. 0.31% No change 1,150,000 $28.6M
Westwood Global Investments, LLC 1.06% Add +45.0% 1,142,454 $28.4M
Tudor Investment Corporation 0.15% New 1,085,653 $27.0M
Aquatic Capital Management LLC 0.77% New 1,080,312 $26.9M
Acadian Asset Management LLC 0.04% Add +24.3% 1,066,902 $26.5M
Valiant Capital Management, L.P. 2.01% Reduce -8.5% 1,026,232 $25.5M
NS Partners Ltd 1.08% Add +2.0% 968,471 $24.1M
Marathon Asset Management Ltd 0.90% Reduce -3.1% 943,113 $23.5M
Mackenzie Financial Corp. 0.03% Reduce -52.1% 936,624 $23.3M
BNP Paribas Financial Markets 0.02% Add +382.3% 909,788 $22.6M
Squarepoint Ops LLC 0.05% Add +5840.7% 909,576 $22.6M
Sands Capital Management, LLC 0.09% Reduce -85.2% 907,652 $22.6M
Raymond James Financial Inc. 0.01% Reduce -6.5% 866,254 $21.6M
Dundas Partners LLP 1.71% Reduce -2.3% 863,541 $21.5M
Susquehanna International Group, LLP 0.03% Add +1010.9% 839,124 $20.9M
Deutsche Bank AG 0.01% Reduce -21.0% 816,943 $20.3M
Elliott Investment Management 0.12% Add +267.7% 797,085 $19.8M
HRT Financial LP 0.05% New 779,089 $19.4M
BSN CAPITAL PARTNERS Ltd 0.49% No change 541,500 $19.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +184.0% 748,746 $18.6M
KLP Kapitalforvaltning As 0.07% Add +19.2% 672,700 $16.7M
Boston Common Asset Management, LLC 1.07% Reduce -0.8% 665,080 $16.5M
Vanguard Portfolio Management LLC 0.00% — 657,139 $16.3M
Silvercrest Asset Management Group LLC 0.12% Add +41.9% 645,092 $16.0M
Barings LLC 0.26% Reduce -9.8% 616,036 $15.3M
Ashoka WhiteOak Capital Pte Ltd 5.76% Reduce -17.1% 622,880 $15.2M
State of Michigan Retirement System 0.08% No change 595,200 $14.8M
Prudential PLC 0.11% Add +71.2% 613,882 $14.8M
Two Creeks Capital Management, LP 1.50% Reduce -23.2% 571,154 $14.2M
XTX Topco Ltd 0.25% Add +1811.8% 566,634 $14.1M
Nordea Investment Management AB 0.01% Add +0.8% 580,930 $14.0M
LMR Partners LLP 0.17% New 556,504 $13.8M
Coronation Fund Managers Ltd. 0.63% Add +14.6% 554,295 $13.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -4.2% 552,724 $13.8M
Nicola Wealth Management LTD. 1.61% Add +33.5% 538,000 $13.4M
Arrowstreet Capital, Limited Partnership 0.01% New 528,422 $13.1M
B. Metzler seel. Sohn & Co. AG 0.12% Reduce -16.9% 526,948 $13.1M
HighTower Advisors, LLC 0.01% Add +24.1% 519,646 $12.9M
Vise Technologies, Inc. 0.25% No change 350,265 $12.8M
Rhumbline Advisers 0.01% Add +0.5% 510,852 $12.7M
Old Mission Capital LLC 0.30% Add +894.9% 507,234 $12.6M
STRS Ohio 0.05% New 500,000 $12.4M
Breakout Capital Partners, LP 7.05% Reduce -0.2% 492,385 $12.3M
Comgest Global Investors S.A.S. 0.26% Reduce -2.7% 488,345 $12.2M
Assenagon Asset Management S.A. 0.02% New 472,457 $11.8M
Cabot Wealth Management Inc. 1.34% Reduce -18.2% 466,988 $11.6M
Lancaster Investment Management 6.30% Reduce -2.6% 455,289 $11.3M
Jump Financial, LLC 0.18% New 446,348 $11.1M
ANTIPODES PARTNERS Ltd 0.21% Add +38.1% 431,938 $10.7M
Jacobson & Schmitt Advisors, LLC 1.92% Add +6.6% 425,724 $10.6M
BI Asset Management Fondsmaeglerselskab A/S 0.11% Reduce -47.1% 411,928 $10.2M
KBC Group NV 0.03% Add +26.9% 404,884 $10.1M
AQR Capital Management 0.00% Add +58.5% 405,730 $9.9M
Causeway Capital Management LLC 0.12% Reduce -5.5% 399,171 $9.9M
Janus Henderson Group PLC 0.00% Reduce -72.6% 397,127 $9.9M
Barclays PLC 0.00% Add +234.7% 392,107 $9.8M
Wells Fargo & Company 0.00% Reduce -27.6% 385,882 $9.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.10% Reduce -0.9% 358,397 $9.6M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.3% 384,103 $9.6M
Neuberger Berman Group LLC 0.01% Reduce -14.6% 381,697 $9.5M
Fayez Sarofim & Co 0.02% Add +28.2% 360,374 $9.0M
Letko, Brosseau & Associates Inc. 0.14% Add +101.2% 356,210 $8.9M
Allianz Asset Management GmbH 0.01% Reduce -62.9% 354,351 $8.8M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -69.1% 352,200 $8.8M
Canoe Financial LP 0.12% Reduce -41.5% 343,080 $8.5M
Engineers Gate Manager LP 0.11% New 339,214 $8.4M
Zurich Insurance Group Ltd 0.07% Reduce -10.9% 334,528 $8.3M
Tokio Marine Asset Management Co. Ltd. 0.30% Reduce -36.1% 334,500 $8.3M
T. Rowe Price Associates Inc. 0.00% Reduce -68.3% 332,343 $8.3M
Schonfeld Strategic Advisors LLC 0.07% Add +1704.6% 326,615 $8.1M
Citigroup Inc. 0.01% Reduce -30.0% 323,959 $8.1M
Zevin Asset Management LLC 1.10% Reduce -2.4% 318,597 $7.9M
American Century Companies Inc. 0.00% Reduce -86.5% 309,405 $7.7M
Vontobel Holding Ltd. 0.03% Reduce -18.8% 305,845 $7.6M
DekaBank Deutsche Girozentrale 0.01% No change 301,487 $7.4M
Value Partners Investments Inc. 0.56% No change 294,084 $7.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +379.0% 292,415 $7.3M
Donaldson Capital Management, LLC 0.24% Add +26.4% 292,276 $7.3M
Helios Capital Management Pte. Ltd. 7.52% Reduce -14.8% 287,400 $7.2M
Matthews International Capital Management LLC 2.89% Reduce -16.6% 286,651 $7.1M
Y-Intercept (Hong Kong) Ltd 0.13% Add +740.5% 280,763 $7.0M
Quadrature Capital Ltd 0.08% Add +118.5% 272,770 $6.8M
Janney Montgomery Scott LLC 0.02% Add +1473.4% 266,812 $6.6M
Dixon Mitchell Investment Counsel Inc. 0.23% New 263,000 $6.5M
DJE Kapital AG 0.14% Reduce -84.5% 262,531 $6.5M
Van Eck Associates Corp. 0.00% Reduce -1.9% 256,847 $6.4M
Trillium Asset Management, LLC 0.21% Add +40.2% 254,742 $6.3M
Quantinno Capital Management LP 0.01% Reduce -20.3% 250,416 $6.2M
Soapstone Management L.P. 4.43% New 250,000 $6.2M
Walleye Capital LLC 0.04% Add +277.1% 249,508 $6.2M
Deprince Race & Zollo Inc. 0.11% Reduce -28.0% 237,344 $5.9M
E. Ohman J:or Asset Management AB 0.15% Add +7.4% 232,300 $5.8M
Leonteq Securities AG 0.33% Add +419.5% 216,879 $5.4M
Amundi 0.00% Reduce -41.3% 212,792 $5.3M
XY Capital Ltd 5.80% New 212,760 $5.3M
Ninety One UK Ltd 0.01% Reduce -85.8% 211,776 $5.3M
O'shaughnessy Asset Management, LLC 0.03% Reduce -22.6% 205,345 $5.1M
Alliancebernstein L.P. 0.00% Reduce -28.0% 137,412 $5.0M
LGT Group Foundation 0.06% Reduce -2.6% 200,914 $5.0M
GCM Grosvenor Holdings, LLC 0.55% Reduce -26.9% 199,379 $5.0M
Banque Pictet & Cie SA 0.06% Reduce -13.5% 198,083 $4.9M
Aperture Investors, LLC 0.59% No change 188,760 $4.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +19.5% 191,519 $4.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -17.4% 185,540 $4.6M
Discovery Capital Management, LLC / CT 0.24% Reduce -75.8% 183,000 $4.6M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -2.8% 181,813 $4.5M
Formuepleje A/S 0.40% Reduce -85.9% 176,510 $4.4M
Vident Advisory, LLC 0.04% Add +8.4% 176,407 $4.4M
Oppenheimer Asset Management Inc. 0.05% Reduce -59.2% 175,824 $4.4M
US Bancorp \de 0.01% Reduce -13.6% 173,574 $4.3M
Kestra Private Wealth Services, LLC 0.05% Reduce -12.3% 169,711 $4.2M
Virtu Financial LLC 0.17% New 167,886 $4.2M
Stifel Financial Corp. 0.00% Reduce -2.4% 166,153 $4.1M
Verition Fund Management LLC 0.04% New 164,490 $4.1M
Azimuth Capital Investment Management LLC 0.15% Reduce -38.5% 162,680 $4.0M
Ethic Inc. 0.06% Reduce -2.4% 162,403 $4.0M
Captrust Financial Advisors 0.01% Reduce -8.4% 161,841 $4.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.21% Reduce -9.2% 161,049 $4.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -45.7% 160,082 $4.0M
Callan Family Office, LLC 0.09% Reduce -9.9% 159,412 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -34.1% 157,118 $3.9M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -20.8% 154,842 $3.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.11% Reduce -56.6% 154,890 $3.9M
Capital World Investors 0.00% Reduce -96.3% 159,243 $3.8M
Capital Fund Management S.A. 0.03% New 153,957 $3.8M
Axiom Investors LLC 0.04% Reduce -28.4% 153,700 $3.8M
FORA Capital, LLC 0.27% New 148,656 $3.7M
First Trust Advisors LP 0.00% Add +48.5% 139,728 $3.5M
Munich Reinsurance Co Stock Corp in Munich 0.08% Reduce -38.6% 136,327 $3.4M
Channing Global Advisors, LLC 1.97% Reduce -24.6% 135,432 $3.4M
Stamos Capital Partners, L.P. 0.52% Add +94.5% 134,716 $3.4M
Pathstone Holdings, LLC 0.01% Reduce -16.2% 133,978 $3.3M
Cetera Investment Advisers 0.00% Reduce -4.7% 133,659 $3.3M
Castlefield Investment Partners LLP 2.52% Add +5.0% 132,279 $3.3M
Nomura Asset Management International Inc. 0.01% Reduce -7.1% 131,557 $3.3M
DRW Securities, LLC 0.18% New 129,356 $3.2M
Renaissance Technologies 0.01% New 129,300 $3.2M
Oaktree Fund Advisors, LLC 5.57% Reduce -1.8% 126,519 $3.1M
Marietta Investment Partners LLC 0.63% Reduce -30.2% 125,742 $3.1M
Crossmark Global Holdings, Inc. 0.04% Add +0.4% 122,217 $3.0M
Mariner, LLC 0.00% Reduce -18.0% 121,785 $3.0M
Brandes Investment Partners, LP 0.02% Add +31.9% 119,206 $3.0M
Campbell & CO Investment Adviser LLC 0.17% New 116,967 $2.9M
Prudential Financial Inc. 0.00% Add +8.1% 90,370 $2.9M
Brooklyn Investment Group 0.09% Reduce -41.0% 114,653 $2.9M
Graham Capital Management, L.P. 0.13% Add +1334.8% 114,456 $2.8M
Oaktree Capital Management 0.07% Reduce -12.4% 114,261 $2.8M
Bank Pictet & Cie (Europe) AG 0.06% Add +14.2% 113,752 $2.8M
LPL Financial LLC 0.00% Reduce -10.3% 112,734 $2.8M
Northwest & Ethical Investments L.P. 0.06% Add +13.2% 112,726 $2.8M
Profund Advisors LLC 0.10% Add +0.4% 112,262 $2.8M
Channel Wealth LLC 0.67% New 111,910 $2.8M
United Capital Financial Advisors, LLC 0.02% Reduce -28.5% 110,536 $2.8M
Longfellow Investment Management Co. LLC 0.57% Add +56.8% 110,328 $2.7M
EFG International AG 0.06% Add +0.9% 110,155 $2.7M
Cerity Partners LLC 0.00% Reduce -7.3% 109,249 $2.7M
S-Bank Fund Management Ltd 0.40% No change 107,850 $2.7M
Quantbot Technologies LP 0.11% New 107,820 $2.7M
DAVENPORT & Co LLC 0.01% Add +0.4% 106,388 $2.6M
Greenfield Seitz Capital Management, LLC 0.80% Reduce -1.4% 106,092 $2.6M
Laird Norton Wetherby Trust Company, LLC 0.06% Reduce -11.7% 105,451 $2.6M
PEAK6 LLC 0.07% Add +48.1% 102,509 $2.6M
Alps Advisors Inc. 0.01% No change 102,000 $2.5M
Tobam 0.65% Add +45.9% 101,100 $2.5M
Schwartz Investment Counsel Inc. 0.09% No change 100,100 $2.5M
Aviva PLC 0.00% Reduce -0.5% 99,009 $2.5M
Madison Asset Management, LLC 0.03% Add +5.3% 96,273 $2.4M
Fifth Third Bancorp 0.00% Reduce -12.9% 96,249 $2.4M
Ninety One North America, Inc. 0.11% Reduce -51.9% 95,665 $2.4M
Guggenheim Capital LLC 0.02% Add +3.5% 94,867 $2.4M
Gilder Gagnon Howe & Co. LLC 0.03% Reduce -80.3% 93,206 $2.3M
M&T Bank Corp 0.01% Reduce -19.3% 92,967 $2.3M
Motley Fool Wealth Management, LLC 0.26% Reduce -28.4% 91,402 $2.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.11% Add +6.3% 90,396 $2.2M
Eagle Global Advisors LLC 0.08% Reduce -30.4% 90,287 $2.2M
Balyasny Asset Management L.P. 0.00% Reduce -39.6% 84,531 $2.1M
WINTON GROUP Ltd 0.07% Add +65.9% 84,100 $2.1M
Rockefeller Capital Management L.P. 0.00% Add +87.9% 82,882 $2.1M
Havemeyer Place LP 0.23% New 80,483 $2.0M
Group One Trading LLC 0.07% Add +343.1% 79,942 $2.0M
Legacy Wealth Asset Management, LLC 0.48% Add +29.3% 79,571 $2.0M
Centiva Capital, LP 0.09% New 77,478 $1.9M
LBP Am SA 0.03% Add +28.3% 77,000 $1.9M
Lansforsakringar Fondforvaltning AB (publ) 0.01% Add +10.3% 74,889 $1.9M
Naples Global Advisors, LLC 0.13% Add +19.1% 72,478 $1.8M
Keybank National Association 0.01% Add +3.3% 72,003 $1.8M
Diversified Trust Co. 0.03% Add +0.2% 71,709 $1.8M
Naviter Wealth, LLC 0.22% Add +2.6% 70,968 $1.8M
MML Investors Services, LLC 0.00% Reduce -25.5% 70,831 $1.8M
Factory Mutual Insurance Co. 0.02% Reduce -55.3% 69,919 $1.7M
Sequoia Financial Advisors, LLC 0.01% Reduce -7.1% 68,946 $1.7M
Atria Investments, Inc 0.02% Reduce -0.9% 68,703 $1.7M
Creative Planning 0.00% Reduce -44.9% 68,009 $1.7M
Truist Financial Corp. 0.00% Add +8.6% 67,028 $1.7M
Loomis Sayles & Co. L P 0.00% Add +1021.4% 67,002 $1.7M
Raiffeisen Bank International AG 0.02% Reduce -41.5% 68,777 $1.7M
Blue Trust, Inc. 0.02% Reduce -17.2% 64,227 $1.6M
Hantz Financial Services, Inc. 0.02% Reduce -71.2% 63,774 $1.6M
Sanctuary Advisors, LLC 0.01% Add +6.5% 63,631 $1.6M
Baron Capital (BAMCO) 0.00% Reduce -43.4% 63,292 $1.6M
Triglav Investments, D.O.O. 0.11% No change 60,770 $1.5M
CIBC Asset Management Inc 0.00% Reduce -91.3% 60,072 $1.5M
Headlands Technologies LLC 0.17% New 59,843 $1.5M
Ieq Capital, LLC 0.01% Reduce -28.6% 59,751 $1.5M
Two Sigma Securities, LLC 0.17% New 57,066 $1.4M
SummitTX Capital, L.P. 0.05% New 56,972 $1.4M
Advisors Asset Management, Inc. 0.02% Reduce -22.3% 56,519 $1.4M
Deltec Asset Management LLC 0.26% Add +19.3% 56,300 $1.4M
FACTORIAL MANAGEMENT Ltd 100.00% No change 56,260 $1.4M
Natural Investments, LLC 0.34% Add +35.9% 56,043 $1.4M
Banque Cantonale Vaudoise 0.05% Reduce -0.5% 56,000 $1.4M
Flow Traders U.S. LLC 0.04% Add +372.5% 53,841 $1.3M
W1M Asset Management Ltd 0.01% No change 53,504 $1.3M
Scotia Capital Inc. 0.01% Reduce -81.5% 53,468 $1.3M
Exencial Wealth Advisors, LLC 0.04% Add +7.7% 52,290 $1.3M
IMC-Chicago, LLC 0.02% New 51,548 $1.3M
Sarasin & Partners LLP 0.02% No change 50,732 $1.3M
Corient Private Wealth LP 0.00% Reduce -18.7% 52,122 $1.3M
Matrix Trust Co 0.20% Add +52.4% 47,980 $1.2M
GAM Holding AG 0.10% Reduce -32.2% 47,747 $1.2M
Figure 8 Investment Strategies LLC 1.15% Reduce -2.1% 47,480 $1.2M
Jain Global LLC 0.02% New 46,250 $1.2M
Virtus Advisers, LLC 0.54% Reduce -50.4% 46,168 $1.1M
PCM Encore, LLC 0.23% Reduce -9.5% 45,190 $1.1M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.01% Reduce -71.4% 45,145 $1.1M
Choreo, LLC 0.01% Reduce -8.2% 45,091 $1.1M
Simplex Trading, LLC 0.03% Reduce -18.5% 44,911 $1.1M
Collaborative Fund Advisors, LLC 0.67% — 43,399 $1.1M
Hamilton Capital Partners Inc. 0.04% Add +43.3% 43,364 $1.1M
Caprock Group, LLC 0.03% Reduce -19.4% 42,130 $1.0M
Dymon Asia Capital (singapore) Pte. LTD. 0.23% New 41,618 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Add +6.6% 41,529 $1.0M
Skerryvore Asset Management Ltd 0.84% Add +0.8% 39,727 $1.0M
Calamos Advisors LLC 0.01% Reduce -0.3% 40,434 $1.0M
NewEdge Wealth, LLC 0.01% Reduce -25.0% 40,028 $996K
Cibc World Market Inc. 0.00% Add +132.0% 39,247 $976K
GUARDCAP ASSET MANAGEMENT Ltd 0.06% Reduce -69.4% 38,800 $965K
Boothbay Fund Management, LLC 0.02% New 38,257 $952K
Summit Global Investments 0.06% Add +8.0% 38,152 $949K
Sit Investment Associates Inc. 0.02% No change 37,650 $937K
Barden Capital Management, Inc. 0.80% New 37,441 $932K
Aaron Wealth Advisors LLC 0.05% Add +23.6% 37,132 $924K
Capstone Investment Advisors, LLC 0.01% Add +272.8% 36,850 $917K
Osaic Holdings, Inc. 0.00% Add +17.8% 35,984 $895K
PDS Planning, Inc 0.06% Reduce -7.4% 35,192 $876K
Park Avenue Securities LLC 0.01% Reduce -11.7% 34,088 $848K
Polymer Capital Management (HK) LTD 0.12% New 33,843 $842K
TD Asset Management Inc 0.00% Add +23.6% 33,195 $826K
NorthCoast Asset Management LLC 0.02% Add +4.9% 33,068 $823K
Burkett Asset Management Ltd 0.78% Add +13.1% 31,755 $790K
Axq Capital, LP 0.10% New 31,503 $784K
Miller Global Investments, LLC 0.71% Reduce -0.4% 31,172 $776K
Regions Financial Corp. 0.01% Reduce -3.9% 31,058 $773K
Nisa Investment Advisors, LLC 0.00% Add +2.2% 30,630 $762K
OneAscent Investment Solutions LLC 0.75% Add +7.9% 30,254 $753K
QRG Capital Management, Inc. 0.01% Reduce -31.1% 30,159 $750K
Henry James International Management Inc. 0.27% Reduce -64.1% 29,890 $744K
Ritholtz Wealth Management 0.01% Reduce -17.6% 28,946 $720K
State of Wyoming 0.08% Reduce -3.7% 28,562 $711K
Parallax Volatility Advisers, L.P. 0.04% New 26,532 $702K
One Wealth Advisors, LLC 0.08% Reduce -0.2% 27,244 $678K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +75.8% 27,115 $675K
Grandeur Peak Global Advisors, LLC 0.16% No change 27,108 $674K
Toronto Dominion Bank 0.00% Reduce -2.9% 27,025 $673K
Rehmann Capital Advisory Group 0.03% Reduce -5.1% 26,797 $667K
HighVista Strategies LLC 0.18% Add +18.1% 26,127 $650K
National Bank of Canada 0.00% Reduce -63.7% 25,819 $642K
Yousif Capital Management, LLC 0.01% Reduce -13.2% 25,400 $632K
Aigen Investment Management, LP 0.16% Add +171.5% 25,169 $626K
Shelton Capital Management 0.01% No change 24,990 $622K
AEGON ASSET MANAGEMENT UK Plc 0.01% Reduce -93.1% 24,845 $618K
Federated Hermes, Inc. 0.00% Reduce -44.2% 24,659 $614K
NewEdge Advisors, LLC 0.00% Reduce -64.0% 24,253 $603K
Mercer Global Advisors Inc. 0.00% Reduce -14.2% 24,250 $603K
ABN AMRO Bank N.V. 0.01% No change 24,000 $600K
InTrack Investment Management Inc 0.34% Add +2.1% 23,961 $596K
Polen Capital Management LLC 0.00% Reduce -93.5% 23,926 $595K
Ballentine Partners, LLC 0.01% Reduce -26.9% 23,597 $587K
Financial Perspectives, Inc 0.16% No change 23,119 $575K
Fiduciary Trust Co 0.01% Reduce -1.7% 22,276 $554K
OneDigital Investment Advisors LLC 0.01% Reduce -1.8% 22,025 $548K
Farther Finance Advisors, LLC 0.01% Add +50.0% 21,421 $533K
Leavell Investment Management, Inc. 0.02% Add +51.1% 21,272 $529K
Vanguard Global Advisers, LLC 0.00% — 21,265 $529K
Summitry LLC 0.02% Add +4.1% 21,195 $527K
Signaturefd, LLC 0.01% Reduce -52.9% 21,054 $524K
Sustainable Insight Capital Management, LLC 0.17% Add +46.1% 20,598 $512K
Blair William & Co. 0.00% Add +5.4% 20,556 $511K
Genus Capital Management Inc. 0.06% No change 20,504 $510K
Credit Agricole S A 0.00% Add +2.5% 20,474 $509K
Sather Financial Group Inc 0.03% Reduce -2.3% 20,282 $505K
Arta Finance Wealth Management LLC 0.25% Add +16.5% 20,069 $499K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 19,948 $496K
Caitong International Asset Management Co., Ltd 0.09% Add +90.8% 19,875 $494K
DMC Group, LLC 0.33% Reduce -0.6% 19,652 $489K
Aubrey Capital Management Ltd 0.26% Reduce -40.6% 19,200 $478K
Wealth Alliance, LLC 0.05% Reduce -21.2% 18,824 $468K
Cresset Asset Management, LLC 0.00% Reduce -25.1% 18,725 $466K
Sapient Capital LLC 0.01% Reduce -10.8% 18,630 $464K
Foster Victor Wealth Advisors, LLC 0.03% Add +37.4% 16,932 $454K
Focus Partners Wealth 0.00% Reduce -2.1% 18,209 $453K
IFP Advisors, Inc 0.01% Reduce -0.9% 18,190 $453K
Elevation Point Wealth Partners, LLC 0.01% Reduce -32.5% 18,101 $450K
Level Four Advisory Services, LLC 0.01% Add +12.7% 17,866 $445K
Commonwealth Equity Services, LLC 0.00% Reduce -7.6% 17,469 $435K
Bank of Nova Scotia 0.00% Reduce -41.3% 17,198 $428K
Pictet North America Advisors SA 0.04% No change 16,928 $421K
Frec Markets, Inc. 0.07% Add +6.1% 16,394 $408K
Henshaw Capital LLC 0.01% No change 16,269 $405K
Templeton & Phillips Capital Management, LLC 0.33% Reduce -91.0% 16,246 $404K
Pinnacle Financial Partners, Inc. 0.00% Reduce -63.4% 16,221 $404K
Fca Corp. 0.11% No change 16,000 $398K
Compound Planning, Inc. 0.01% Reduce -74.2% 15,745 $392K
J. Safra Sarasin Holding AG 0.01% Add +44.3% 15,511 $386K
iA Global Asset Management Inc. 0.01% Reduce -2.4% 15,285 $380K
First Affirmative Financial Network 0.15% — 15,134 $377K
Thornburg Investment Management Inc. 0.00% Reduce -2.8% 15,106 $376K
Ariel Investments 0.00% Add +7.0% 14,072 $350K
EverSource Wealth Advisors, LLC 0.01% Add +34.6% 13,386 $333K
BNP Paribas 0.01% Reduce -96.3% 13,187 $329K
Abacus Wealth Partners, LLC 0.03% Reduce -10.2% 13,100 $326K
Ratan Capital Management LP 0.12% No change 13,000 $323K
Private Advisor Group, LLC 0.00% Reduce -13.1% 12,988 $323K
West Family Investments, Inc. 0.11% Reduce -73.7% 12,924 $322K
Xponance LLC 0.00% Add +52.4% 12,878 $320K
HB Wealth Management, LLC 0.00% Reduce -21.2% 12,877 $320K
Marks Group Wealth Management, Inc 0.03% Add +0.1% 12,806 $319K
Coldstream Capital Management Inc. 0.00% Reduce -44.2% 12,788 $318K
&partners 0.00% Reduce -19.1% 12,901 $316K
Segall Bryant & Hamill, LLC 0.00% No change 12,600 $313K
Manning & Napier Advisors LLC 0.00% Reduce -97.3% 12,525 $312K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -44.7% 12,484 $310K
Bayesian Capital Management, LP 0.38% New 12,373 $308K
Sivia Capital Partners, LLC 0.06% Reduce -10.6% 12,057 $300K
Platform Technology Partners 0.06% Add +1.7% 12,049 $300K
Glenmede Trust Co. NA 0.00% Add +3.0% 12,011 $299K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 11,800 $294K
Gsa Capital Partners LLP 0.02% New 11,723 $292K
Fideuram Asset Management (Ireland) dac 0.04% Reduce -15.3% 9,745 $282K
Murphy & Mullick Capital Management Corp 0.21% Reduce -13.9% 11,200 $279K
R Squared Ltd 0.15% New 10,954 $273K
Kestra Advisory Services, LLC 0.00% Reduce -0.5% 10,878 $271K
Crestwood Advisors Group, LLC 0.00% Add +12.0% 10,836 $270K
Union Bancaire Privee, UBP SA 0.00% Reduce -72.7% 11,116 $268K
Athena Wealth Management, LLC 0.22% Reduce -27.4% 10,666 $265K
Southeastern Asset Management Inc. 0.01% No change 10,462 $260K
Grey Ledge Advisors, LLC 0.06% Reduce -10.4% 10,435 $260K
Dynamic Technology Lab Private Ltd 0.04% New 10,261 $255K
Pictet Asset Management Holding SA 0.00% Reduce -98.4% 10,090 $251K
Greenspring Advisors, LLC 0.02% Reduce -17.7% 10,004 $249K
Endowment Wealth Management, Inc. 0.11% Reduce -5.8% 9,875 $246K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.41% No change 9,800 $244K
Commerce Bank 0.00% Reduce -9.8% 9,764 $243K
Diversify Wealth Management, LLC 0.00% New 9,588 $242K
Cwm, LLC 0.00% Add +2.3% 9,654 $240K
Dorsey & Whitney Trust CO LLC 0.01% Add +28.5% 9,592 $239K
Guinness Atkinson Asset Management Inc 0.12% No change 9,400 $234K
Hardy Reed LLC 0.02% Reduce -1.5% 9,385 $233K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -51.7% 9,877 $230K
Venturi Wealth Management, LLC 0.01% Reduce -45.0% 9,248 $230K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +32.9% 9,147 $228K
Institute for Wealth Management, LLC. 0.02% No change 9,146 $228K
Legacy Capital Group California, Inc. 0.08% Reduce -20.6% 8,883 $221K
Bridgewater Advisors Inc. 0.01% Reduce -45.8% 9,228 $220K
SeaBridge Investment Advisors LLC 0.04% Reduce -0.9% 8,799 $219K
Thoroughbred Financial Services, LLC 0.01% No change 8,530 $212K
Pitcairn Wealth Advisors LLC 0.02% New 5,725 $209K
Dividend Assets Capital, LLC 0.04% Reduce -9.9% 8,368 $208K
Eventide Asset Management, LLC 0.00% New 8,633 $208K
CogentBlue Wealth Advisors, LLC 0.14% Reduce -47.7% 8,272 $206K
Independent Financial Group, LLC 0.00% Reduce -5.8% 8,212 $204K
Walleye Trading LLC 0.00% Reduce -87.5% 8,074 $201K
TD Private Client Wealth LLC 0.00% Reduce -10.2% 7,869 $196K
Spire Wealth Management 0.01% Reduce -0.6% 7,622 $190K
GAMMA Investing LLC 0.01% Reduce -33.2% 7,437 $185K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 6,653 $166K
UMB Bank, n.a. 0.00% Reduce -1.7% 6,457 $161K
Federation des caisses Desjardins du Quebec 0.00% Reduce -97.2% 6,371 $158K
Westpac Banking Corp. 0.01% Reduce -2.8% 6,233 $155K
Advisory Services Network, LLC 0.00% New 5,824 $145K
Hilltop National Bank 0.03% Add +6.1% 5,771 $144K
Storebrand Asset Management As 0.00% No change 5,721 $142K
Assetmark, Inc. 0.00% Reduce -10.5% 5,611 $140K
Basecamp Wealth Advisors LLC 0.03% Reduce -21.7% 5,343 $133K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.0% 5,304 $132K
Quadrant Capital Group LLC 0.00% Reduce -58.2% 5,252 $131K
Aviso Financial Inc. 0.00% Reduce -8.2% 5,068 $126K
Tower Research Capital LLC (TRC) 0.00% New 4,897 $122K
Mather Group, Llc. 0.00% Reduce -24.7% 4,827 $120K
Arax Advisory Partners 0.00% Reduce -62.2% 4,621 $114K
Hollencrest Capital Management 0.00% No change 4,242 $106K
V-Square Quantitative Management LLC 0.01% New 4,109 $102K
Parallel Advisors, LLC 0.00% Reduce -51.2% 3,919 $98K
Premier Fund Managers Ltd 0.01% Reduce -75.4% 4,001 $96K
Smartleaf Asset Management LLC 0.00% Reduce -1.2% 3,878 $93K
Grove Bank & Trust 0.01% Reduce -0.2% 3,756 $93K
Allworth Financial LP 0.00% Reduce -18.0% 3,605 $90K
Eurizon Asset Management Slovakia, sprav. spol., a.s. 2.63% No change 3,600 $90K
First Horizon Corp. 0.00% Reduce -28.0% 3,488 $87K
MAI Capital Management 0.00% Add +110.2% 3,281 $82K
Pinnacle Wealth Planning Services, Inc. 0.01% Reduce -53.6% 3,264 $81K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -44.7% 3,216 $80K
Boit C F David 0.03% No change 3,100 $77K
LRI Investments, LLC 0.01% Reduce -55.9% 2,498 $62K
Inspire Investing, LLC 0.00% Add +4.7% 2,436 $61K
Synergy Investment Management, LLC 0.02% New 2,336 $58K
Huntington National Bank 0.00% Reduce -25.2% 2,141 $53K
Western Pacific Wealth Management, LP 0.05% No change 2,134 $53K
AdvisorNet Financial, Inc 0.00% Reduce -34.6% 2,121 $53K
Community Bank, N.A. 0.01% No change 1,990 $49K
Bruce G. Allen Investments, LLC 0.03% Reduce -6.9% 1,939 $48K
Pinnacle Bancorp, Inc. 0.01% No change 1,694 $42K
Park Place Capital Corp 0.01% No change 1,600 $40K
Bell Investment Advisors, Inc 0.01% Add +260.9% 1,386 $34K
Brown Brothers Harriman & Co. 0.00% Reduce -11.2% 1,297 $32K
Axiom Investment Management LLC 0.02% — 1,282 $32K
Cullen/Frost Bankers, Inc. 0.00% Reduce -46.0% 1,258 $31K
Byrne Asset Management LLC 0.02% Add +66.7% 1,250 $31K
Physician Wealth Advisors, Inc. 0.00% Add +2.7% 1,236 $31K
TD Waterhouse Canada Inc. 0.00% Add +125.4% 1,226 $30K
Graney & King, LLC 0.02% No change 1,200 $30K
J.Safra Asset Management Corp 0.00% Reduce -69.4% 1,020 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 932 $23K
JFS Wealth Advisors, LLC 0.00% Reduce -58.8% 844 $21K
BOCHK Asset Management Ltd 0.00% Reduce -55.6% 800 $20K
Operose Advisors LLC 0.00% New 764 $19K
Central Pacific Bank - Trust Division 0.00% No change 758 $19K
Ancora Advisors LLC 0.00% Reduce -50.4% 754 $19K
Parkside Financial Bank & Trust 0.00% Reduce -23.9% 695 $17K
True Wealth Design, LLC 0.00% Add +14.1% 582 $14K
Frazier Financial Advisors, LLC 0.01% Add +2.9% 562 $14K
Foster Dykema Cabot & Partners, LLC 0.00% No change 554 $14K
Twin Peaks Wealth Advisors, LLC 0.00% New 551 $14K
Whipplewood Advisors, LLC 0.01% Add +2855.6% 532 $13K
Independence Bank of Kentucky 0.00% Reduce -16.7% 500 $12K
Larson Financial Group LLC 0.00% Reduce -57.8% 480 $12K
Westside Investment Management, Inc. 0.00% No change 466 $12K
WealthCollab, LLC 0.00% Add +74.4% 422 $11K
Abound Wealth Management 0.00% Reduce -6.5% 403 $10K
CX Institutional 0.00% No change 422 $10K
Cornerstone Financial Management LLC 0.01% Add +14.2% 386 $10K
Trust Co. of Toledo NA 0.00% New 376 $9K
Raffa Wealth Management, LLC 0.00% No change 372 $9K
Twin Lakes Capital Management, LLC 0.00% No change 350 $9K
Fairman Group, LLC 0.01% No change 350 $9K
Private Trust Co. NA 0.00% No change 346 $9K
Golden State Wealth Management, LLC 0.00% No change 339 $8K
MidFirst Bank 0.00% Reduce -92.5% 326 $8K
Root Financial Partners, LLC 0.00% Add +181.4% 318 $8K
North Star Investment Management Corp. 0.00% Add +91.7% 299 $7K
Lodestone Wealth Management LLC 0.00% No change 292 $7K
Rossby Financial, LCC 0.00% Add +118.5% 284 $7K
TD Capital Management LLC 0.00% No change 280 $7K
Harbor Investment Advisory, LLC 0.00% Reduce -25.4% 270 $7K
Sterling Capital Management LLC 0.00% Reduce -97.6% 247 $6K
Harbour Investments, Inc. 0.00% Reduce -23.7% 212 $5K
Salem Investment Counselors Inc. 0.00% New 204 $5K
Center for Financial Planning, Inc. 0.00% No change 202 $5K
Rakuten Securities, Inc. 0.00% Reduce -69.4% 198 $5K
Cornerstone Planning Group LLC 0.00% Reduce -40.7% 198 $5K
Acumen Wealth Advisors, LLC 0.00% No change 192 $5K
Caption Management, LLC 0.00% New 176 $4K
Triumph Capital Management 0.00% Reduce -30.1% 172 $4K
Adirondack Trust Co. 0.00% No change 172 $4K
Atlantic Union Bankshares Corp 0.00% Reduce -37.0% 170 $4K
Benson Wealth Management INC 0.01% No change 168 $4K
Lanark Financial, Inc. 0.00% Reduce -91.0% 153 $4K
MPWM Advisory Solutions, LLC 0.00% No change 152 $4K
Sound Income Strategies, LLC 0.00% No change 144 $4K
Washington Trust Advisors, Inc. 0.00% Reduce -68.7% 144 $4K
Bogart Wealth, LLC 0.00% No change 140 $3K
First Command Advisory Services, Inc. 0.00% No change 138 $3K
Dogwood Wealth Management LLC 0.00% New 118 $3K
Versant Capital Management, Inc 0.00% New 110 $3K
Ameriflex Group, Inc. 0.00% No change 104 $3K
Hara Capital LLC 0.00% No change 100 $2K
Ascentis Independent Advisors 0.00% New 100 $2K
Colonial Trust Co / SC 0.00% No change 92 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 85 $2K
Coston, McIsaac & Partners 0.00% No change 88 $2K
Smithfield Trust Co 0.00% No change 86 $2K
Capital Analysts, LLC 0.00% Reduce -58.4% 94 $2K
Itau Unibanco Holding S.A. 0.00% Reduce -87.5% 77 $2K
Geneos Wealth Management Inc. 0.00% No change 74 $2K
Ares Financial Consulting, LLC 0.00% No change 72 $2K
Financial Consulate, Inc. 0.00% Add +29.6% 70 $2K
WPG Advisers, LLC 0.00% No change 68 $2K
MBM Wealth Consultants, LLC 0.00% New 66 $2K
Intentional Wealth Strategies, LLC 0.00% — 64 $2K
JPL Wealth Management, LLC 0.00% New 56 $1K
SHP Wealth Management 0.00% Reduce -69.9% 49 $1K
Armstrong Advisory Group, Inc. 0.00% No change 48 $1K
Elevated Capital Advisors, LLC 0.00% No change 36 $896
Nemes Rush Group LLC 0.00% Reduce -49.1% 30 $746
Transamerica Financial Advisors, LLC 0.00% Reduce -94.7% 28 $710
Elequin Capital, LP 0.00% New 25 $622
CoreCap Advisors, LLC 0.00% No change 22 $547
Rothschild Investment LLC 0.00% No change 14 $344
Rachor Investment Advisory Services, LLC 0.00% Reduce -84.5% 11 $274
Nvest Wealth Strategies, Inc. 0.00% New 10 $249
Beaird Harris Wealth Management, LLC 0.00% No change 9 $231
Salomon & Ludwin, LLC 0.00% No change 8 $199
Roxbury Financial LLC 0.00% Reduce -99.7% 3 $66
Maseco LLP 0.00% No change 2 $50

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