Houlihan LokeyHLI
13F holders, Q1 2025 (March 31)525holders +19
72new positions
52sold out
8famous investors
$161.45avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 19 from Q4 2024. 72 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($907.6M), Vanguard Group Inc. ($857.0M) and Kayne Anderson Rudnick Investment Management LLC ($472.7M). 8 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $309.7M |
| Exits | 52 | $84.4M |
All 13F filers, Q4 2024 → Q1 2025: 4,071,845 shares bought and 4,338,056 shares sold, net −266,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| BlackRock, Inc. | 0.02% | Add +4.7% | 5,619,779 | $907.6M |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 5,306,604 | $857.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.16% | Reduce -10.8% | 2,926,959 | $472.7M |
| Earnest Partners LLC | 2.05% | Reduce -10.7% | 2,648,908 | $427.8M |
| State Street Corp. | 0.01% | Add +2.3% | 1,736,050 | $280.4M |
| FMR LLC | 0.02% | Reduce -10.2% | 1,683,934 | $272.0M |
| Wellington Management Group LLP | 0.04% | Reduce -7.0% | 1,395,148 | $225.3M |
| T. Rowe Price Investment Management, Inc. | 0.13% | Reduce -7.4% | 1,201,546 | $194.1M |
| Burgundy Asset Management Ltd. | 1.99% | Reduce -5.0% | 1,189,822 | $192.2M |
| Baron Capital (BAMCO) | 0.54% | No change | 1,144,179 | $184.8M |
| Geode Capital Management, LLC | 0.01% | Add +5.6% | 1,020,458 | $164.9M |
| Bank of America Corp. | 0.01% | Reduce -7.3% | 1,000,520 | $161.6M |
| Invesco Ltd. | 0.03% | Reduce -12.0% | 916,012 | $147.9M |
| Capital International Investors | 0.03% | Add +0.2% | 794,911 | $128.4M |
| Raymond James Financial Inc. | 0.05% | Reduce -4.2% | 792,076 | $127.9M |
| Fiduciary Management Inc. | 1.18% | Reduce -37.6% | 754,941 | $121.9M |
| Neuberger Berman Group LLC | 0.09% | Reduce -25.5% | 700,651 | $113.2M |
| Norges Bank | 0.02% | Add +2.6% | 673,964 | $108.8M |
| Clearbridge Investments, LLC | 0.09% | Reduce -0.2% | 633,966 | $102.4M |
| Sei Investments Co. | 0.13% | Reduce -18.0% | 604,380 | $97.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.7% | 598,767 | $96.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.0% | 595,275 | $96.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.6% | 557,799 | $90.1M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 546,798 | $88.3M |
| Northern Trust Corp. | 0.01% | Reduce -12.9% | 540,106 | $87.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -4.8% | 507,581 | $82.0M |
| Congress Asset Management Co. | 0.61% | New | 504,149 | $81.4M |
| Capital Research Global Investors | 0.02% | New | 504,055 | $81.4M |
| First Trust Advisors LP | 0.07% | Add +7.5% | 498,678 | $80.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.7% | 495,239 | $80.0M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -23.9% | 493,679 | $79.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.6% | 484,041 | $78.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.7% | 415,743 | $67.1M |
| GW&K Investment Management, LLC | 0.62% | Reduce -2.5% | 415,277 | $67.1M |
| Wells Fargo & Company | 0.02% | Reduce -9.1% | 402,806 | $65.1M |
| Natixis Advisors, LLC | 0.12% | Add +3.0% | 402,763 | $65.0M |
| Van Berkom & Associates Inc. | 2.08% | Reduce -0.9% | 401,840 | $64.9M |
| Jennison Associates LLC | 0.04% | Add +12.1% | 344,604 | $55.7M |
| Woodley Farra Manion Portfolio Management Inc. | 2.33% | Reduce -1.5% | 289,790 | $46.8M |
| Westfield Capital Management Co. LP | 0.23% | New | 286,288 | $46.2M |
| Ancora Advisors LLC | 1.01% | Reduce -1.2% | 280,372 | $45.3M |
| Handelsbanken Fonder AB | 0.18% | Add +1946.8% | 275,458 | $44.5M |
| Fiera Capital Corp | 0.16% | Reduce -0.8% | 275,329 | $44.5M |
| Franklin Resources Inc. | 0.01% | Reduce -3.3% | 261,199 | $42.2M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.9% | 239,824 | $38.7M |
| Jacobs Levy Equity Management, Inc. | 0.15% | Add +1168.0% | 239,522 | $38.7M |
| UBS Group AG | 0.01% | Reduce -1.2% | 236,205 | $38.1M |
| Argent Capital Management LLC | 1.16% | Reduce -2.8% | 235,575 | $38.0M |
| GMO | 0.12% | Add +28.2% | 228,431 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Add +53.9% | 201,790 | $32.6M |
| Barlow Wealth Partners, LLC | 4.26% | Add +1.1% | 203,814 | $32.5M |
| Eventide Asset Management, LLC | 0.63% | Add +10.9% | 196,636 | $31.7M |
| Public Employees Retirement Association of Colorado | 0.13% | No change | 193,246 | $31.2M |
| Brown Advisory Inc. | 0.04% | Reduce -2.3% | 187,791 | $30.3M |
| Champlain Investment Partners, LLC | 0.22% | New | 185,255 | $29.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.8% | 180,634 | $29.2M |
| BNP Paribas Financial Markets | 0.02% | Add +95.0% | 168,876 | $27.3M |
| Flputnam Investment Management Co. | 0.50% | Reduce -2.9% | 165,024 | $26.7M |
| Rhumbline Advisers | 0.02% | Reduce -2.2% | 162,349 | $26.2M |
| Macquarie Group Ltd. | 0.03% | Reduce -0.6% | 160,349 | $25.9M |
| Nordea Investment Management AB | 0.03% | Reduce -41.3% | 162,704 | $25.7M |
| Renaissance Technologies | 0.04% | Add +307.3% | 150,700 | $24.3M |
| Nuveen, LLC | 0.01% | — | 145,376 | $23.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -17.3% | 144,281 | $23.3M |
| Barclays PLC | 0.01% | Add +145.0% | 143,149 | $23.1M |
| Alps Advisors Inc. | 0.12% | Add +6.8% | 128,160 | $20.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.2% | 124,417 | $20.1M |
| GHP Investment Advisors, Inc. | 0.93% | Reduce -2.9% | 120,262 | $19.4M |
| Millennium Management | 0.02% | New | 117,422 | $19.0M |
| Point72 Asset Management | 0.05% | Reduce -4.9% | 114,422 | $18.5M |
| Schroder Investment Management Group | 0.02% | Add +1.0% | 116,697 | $18.4M |
| Legal & General Group Plc | 0.00% | Add +5.0% | 110,231 | $17.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +20.5% | 108,102 | $17.5M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 104,136 | $16.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +32.0% | 103,885 | $16.8M |
| LPL Financial LLC | 0.01% | Add +12.9% | 95,038 | $15.3M |
| Citadel Advisors | 0.02% | Reduce -61.8% | 94,794 | $15.3M |
| California Public Employees Retirement System | 0.01% | Reduce -0.6% | 91,930 | $14.8M |
| Voloridge Investment Management, LLC | 0.05% | Add +411.4% | 91,022 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -4.8% | 90,681 | $14.6M |
| Stifel Financial Corp. | 0.02% | Reduce -6.4% | 88,113 | $14.2M |
| Prudential Financial Inc. | 0.02% | Reduce -76.8% | 80,481 | $13.0M |
| Montanaro Asset Management Ltd | 3.77% | Reduce -16.3% | 79,500 | $12.8M |
| Royce & Associates LP | 0.13% | Reduce -22.3% | 77,014 | $12.4M |
| PineStone Asset Management Inc. | 0.08% | Add +13.8% | 69,395 | $11.2M |
| Whittier Trust Co. | 0.15% | Add +2.3% | 68,106 | $11.0M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -2.8% | 67,986 | $11.0M |
| Retirement Systems of Alabama | 0.04% | Add +0.9% | 65,757 | $10.6M |
| CW Advisors, LLC | 0.12% | New | 63,750 | $10.3M |
| Pier Capital, LLC | 1.64% | Add +89.9% | 60,563 | $9.8M |
| Rheos Capital Works Inc. | 0.79% | Reduce -17.7% | 60,400 | $9.8M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -3.2% | 60,244 | $9.7M |
| Amundi | 0.00% | Add +404.0% | 63,433 | $9.7M |
| Corebridge Financial, Inc. | 0.06% | Reduce -1.6% | 59,722 | $9.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.2% | 59,613 | $9.6M |
| STRS Ohio | 0.04% | Reduce -2.5% | 59,125 | $9.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.46% | Reduce -4.0% | 56,574 | $9.1M |
| Aptus Capital Advisors, LLC | 0.10% | Add +12.7% | 51,901 | $8.4M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 51,901 | $8.4M |
| Hantz Financial Services, Inc. | 0.15% | Add +2025.1% | 51,555 | $8.3M |
| Baird Financial Group, Inc. | 0.02% | Add +1537.6% | 51,469 | $8.3M |
| Fenimore Asset Management Inc | 0.17% | No change | 50,074 | $8.1M |
| California State Teachers Retirement System | 0.01% | Reduce -5.4% | 49,830 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +14.4% | 49,584 | $8.0M |
| Trexquant Investment LP | 0.09% | New | 48,976 | $7.9M |
| Public Employees Retirement System of Ohio | 0.03% | Add +34.5% | 46,865 | $7.6M |
| HSBC Holdings PLC | 0.01% | Add +57.0% | 46,672 | $7.4M |
| Comerica Bank | 0.03% | Add +71.5% | 44,397 | $7.2M |
| Bell Asset Management Ltd | 1.30% | Add +38.9% | 43,753 | $7.1M |
| Man Group plc | 0.02% | Reduce -4.2% | 43,589 | $7.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.0% | 43,515 | $7.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.0% | 43,122 | $7.0M |
| Townsquare Capital LLC | 0.07% | Add +45.9% | 42,488 | $6.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -57.3% | 42,974 | $6.8M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +28.8% | 36,688 | $5.9M |
| Whittier Trust Co. of Nevada Inc. | 0.15% | Add +4.8% | 36,398 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.4% | 35,974 | $5.8M |
| FineMark National Bank & Trust | 0.21% | Reduce -0.2% | 34,851 | $5.6M |
| Ensign Peak Advisors, Inc | 0.01% | Add +7.8% | 34,384 | $5.6M |
| Prana Capital Management, LP | 0.23% | Add +80.9% | 34,331 | $5.5M |
| Vestcor Inc | 0.18% | Reduce -2.9% | 32,530 | $5.3M |
| Polen Capital Management LLC | 0.02% | Reduce -10.3% | 32,295 | $5.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.7% | 30,196 | $4.9M |
| Walled Lake Planning & Wealth Management, LLC | 1.69% | Reduce -0.5% | 29,467 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.9% | 29,103 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Add +9.7% | 28,856 | $4.7M |
| AQR Capital Management | 0.00% | Add +50.0% | 29,654 | $4.6M |
| Amalgamated Bank | 0.04% | Reduce -2.8% | 26,398 | $4.3M |
| US Bancorp \de | 0.01% | Reduce -20.4% | 26,321 | $4.3M |
| Jump Financial, LLC | 0.07% | Add +327.9% | 26,197 | $4.2M |
| Richard Bernstein Advisors LLC | 0.10% | Reduce -3.7% | 25,393 | $4.1M |
| Weil Company, Inc. | 1.21% | Add +1.7% | 25,128 | $4.1M |
| Harbor Advisors LLC | 0.70% | No change | 25,000 | $4.0M |
| Capital Fund Management S.A. | 0.05% | Add +43.6% | 24,823 | $4.0M |
| Janus Henderson Group PLC | 0.00% | Add +1.5% | 25,042 | $4.0M |
| Dorsey Wright & Associates | 1.01% | Add +9.1% | 24,442 | $3.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +5.3% | 24,273 | $3.9M |
| American Century Companies Inc. | 0.00% | Reduce -3.6% | 23,198 | $3.7M |
| Triasima Portfolio Management inc. | 0.72% | No change | 22,656 | $3.7M |
| Interval Partners, LP | 0.13% | New | 22,615 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +8.3% | 22,438 | $3.6M |
| Pathstone Holdings, LLC | 0.02% | Add +4.8% | 22,074 | $3.6M |
| Tidal Investments LLC | 0.03% | Add +3.9% | 22,048 | $3.6M |
| Verition Fund Management LLC | 0.02% | Add +114.3% | 20,978 | $3.4M |
| Hilton Capital Management, LLC | 0.29% | Add +12.7% | 20,945 | $3.4M |
| Chase Investment Counsel Corp. | 1.24% | Reduce -46.4% | 20,933 | $3.4M |
| Quantbot Technologies LP | 0.11% | New | 20,646 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Add +15.2% | 20,486 | $3.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -64.4% | 20,458 | $3.3M |
| Harbor Capital Advisors, Inc. | 0.15% | New | 20,413 | $3.3M |
| Exchange Traded Concepts, LLC | 0.06% | Add +44.4% | 20,347 | $3.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 20,205 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -22.7% | 19,944 | $3.2M |
| Two Sigma Investments, LP | 0.01% | Add +501.9% | 19,554 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.7% | 19,518 | $3.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 19,420 | $3.1M |
| Fifth Third Bancorp | 0.01% | Reduce -40.4% | 19,371 | $3.1M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.3% | 19,288 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.8% | 19,150 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -10.6% | 18,973 | $3.1M |
| Empowered Funds, LLC | 0.04% | Reduce -2.8% | 18,518 | $3.0M |
| Magnetar Financial LLC | 0.04% | Add +7.6% | 18,292 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -7.7% | 18,060 | $2.9M |
| Pinebridge Investments, L.P. | 0.02% | Add +452.3% | 18,034 | $2.9M |
| Edgestream Partners, L.P. | 0.10% | Reduce -47.3% | 17,984 | $2.9M |
| West Coast Financial LLC | 0.33% | Reduce -11.7% | 17,930 | $2.9M |
| New York State Teachers Retirement System | 0.01% | Add +1.1% | 17,926 | $2.9M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.5% | 17,475 | $2.8M |
| Atria Investments, Inc | 0.04% | Reduce -12.6% | 17,435 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -0.6% | 17,430 | $2.8M |
| Monument Capital Management | 0.86% | Add +3.0% | 17,374 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.4% | 16,955 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,620 | $2.7M |
| Dark Forest Capital Management LP | 0.12% | Add +773.9% | 16,386 | $2.6M |
| Citigroup Inc. | 0.00% | Add +15.8% | 15,443 | $2.5M |
| Arizona State Retirement System | 0.02% | Reduce -0.4% | 15,419 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Add +1.3% | 15,100 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 14,881 | $2.4M |
| Canada Pension Plan Investment Board | 0.00% | New | 14,700 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.9% | 14,522 | $2.3M |
| &partners | 0.02% | Add +35.1% | 14,694 | $2.3M |
| Algert Global LLC | 0.06% | No change | 14,356 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -21.7% | 14,133 | $2.3M |
| Regions Financial Corp. | 0.02% | Reduce -31.3% | 13,850 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -19.7% | 13,788 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +209.6% | 13,733 | $2.2M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +164.0% | 13,200 | $2.1M |
| Squarepoint Ops LLC | 0.01% | Add +458.8% | 13,132 | $2.1M |
| Mariner, LLC | 0.00% | Add +6.7% | 13,037 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +9.1% | 12,914 | $2.1M |
| State of Michigan Retirement System | 0.01% | Add +1.6% | 12,900 | $2.1M |
| XTX Topco Ltd | 0.10% | New | 12,608 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -3.2% | 12,200 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.9% | 12,012 | $1.9M |
| Grandeur Peak Global Advisors, LLC | 0.21% | Add +5.7% | 11,997 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.6% | 11,841 | $1.9M |
| Entropy Technologies, LP | 0.18% | Add +54.7% | 11,616 | $1.9M |
| Cannell & Spears LLC | 0.04% | Add +0.0% | 11,608 | $1.9M |
| Crawford Investment Counsel Inc. | 0.03% | Add +16.6% | 11,581 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.7% | 11,435 | $1.8M |
| FIL Ltd | 0.00% | Reduce -91.3% | 11,187 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +1.2% | 11,005 | $1.8M |
| Natixis | 0.01% | New | 11,085 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.0% | 10,870 | $1.8M |
| New Age Alpha Advisors, LLC | 0.08% | Reduce -7.9% | 10,861 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +0.9% | 10,653 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | No change | 10,600 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +37.1% | 10,590 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +37.1% | 10,590 | $1.7M |
| Lecap Asset Management Ltd. | 0.40% | Add +70.0% | 10,530 | $1.7M |
| Centiva Capital, LP | 0.10% | Add +260.4% | 10,461 | $1.7M |
| Linden Thomas Advisory Services, LLC | 0.21% | Add +7.8% | 10,196 | $1.6M |
| PDT Partners, LLC | 0.12% | Add +300.0% | 10,088 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +4.2% | 9,815 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +33.2% | 9,606 | $1.6M |
| Cwm, LLC | 0.01% | Reduce -12.6% | 9,294 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Add +19.4% | 9,299 | $1.5M |
| Stegent Equity Advisors, Inc. | 1.52% | Reduce -5.0% | 9,274 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -1.2% | 9,183 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -20.5% | 9,161 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -25.5% | 9,161 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +525.5% | 9,089 | $1.5M |
| Integrated Investment Consultants, LLC | 0.29% | Add +45.6% | 9,048 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.6% | 8,962 | $1.4M |
| Voleon Capital Management LP | 0.11% | New | 8,716 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +159.6% | 8,596 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Reduce -24.0% | 8,530 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -38.8% | 8,156 | $1.3M |
| Jefferies Financial Group Inc. | 0.02% | Add +520.2% | 7,908 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.6% | 7,883 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.7% | 7,532 | $1.2M |
| Creative Planning | 0.00% | Add +60.4% | 7,455 | $1.2M |
| Aquatic Capital Management LLC | 0.03% | Reduce -37.5% | 7,301 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 7,234 | $1.2M |
| Fulton Bank, N.A. | 0.04% | Reduce -10.6% | 6,814 | $1.1M |
| Taylor Frigon Capital Management LLC | 0.65% | Add +0.5% | 6,772 | $1.1M |
| Point72 Hong Kong Ltd | 0.08% | New | 6,698 | $1.1M |
| Xponance LLC | 0.01% | Add +2.0% | 6,650 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +0.2% | 6,642 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +47.3% | 6,531 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Reduce -1.1% | 6,530 | $1.1M |
| Connable Office Inc. | 0.11% | No change | 6,460 | $1.0M |
| James Investment Research, Inc. | 0.13% | No change | 6,341 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +3.6% | 6,330 | $1.0M |
| Bayforest Capital Ltd | 0.43% | Add +141.9% | 6,115 | $988K |
| Jones Financial Companies LLLP | 0.00% | Add +7.7% | 6,073 | $961K |
| TD Asset Management Inc | 0.00% | No change | 5,900 | $953K |
| Marshall Financial Group, LLC | 0.21% | Add +12.7% | 5,860 | $946K |
| Gibbs Wealth Management | 0.23% | Add +26.9% | 5,853 | $945K |
| Resources Management Corp. /CT/ | 0.13% | Add +42.3% | 5,790 | $935K |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -40.1% | 5,698 | $917K |
| Point72 (DIFC) Ltd | 0.09% | Add +418.1% | 5,637 | $910K |
| State of Wisconsin Investment Board | 0.00% | Add +9.0% | 5,476 | $884K |
| Williamson Legacy Group, LLC | 0.84% | Reduce -1.2% | 5,457 | $881K |
| Novem Group | 0.12% | Add +35.8% | 5,432 | $877K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 5,262 | $850K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -6.1% | 5,165 | $834K |
| Federated Hermes, Inc. | 0.00% | Add +1.2% | 5,116 | $826K |
| Intrust Bank NA | 0.08% | Add +11.8% | 5,112 | $826K |
| Isthmus Partners, LLC | 0.10% | No change | 5,080 | $820K |
| Ethic Inc. | 0.02% | Add +4.2% | 4,989 | $819K |
| D. E. Shaw & Co. | 0.00% | Reduce -62.9% | 4,995 | $807K |
| QRG Capital Management, Inc. | 0.01% | Add +9.7% | 4,987 | $805K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 4,962 | $801K |
| Norden Group LLC | 0.09% | Add +179.0% | 4,938 | $797K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.5% | 4,646 | $750K |
| Bank of Nova Scotia | 0.00% | New | 4,599 | $743K |
| Private Advisor Group, LLC | 0.00% | Reduce -20.5% | 4,503 | $727K |
| Caprock Group, LLC | 0.02% | Add +2.2% | 4,492 | $726K |
| Martingale Asset Management L P | 0.02% | New | 4,393 | $709K |
| Portside Wealth Group, LLC | 0.11% | Add +57.6% | 4,340 | $701K |
| Smith Group Asset Management, LLC | 0.05% | New | 4,330 | $699K |
| Commerce Bank | 0.00% | Reduce -0.9% | 4,330 | $699K |
| Sendero Wealth Management, LLC | 0.10% | Reduce -25.9% | 4,312 | $696K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -18.6% | 4,286 | $692K |
| Nebula Research & Development LLC | 0.06% | Add +193.4% | 4,272 | $690K |
| GAMMA Investing LLC | 0.05% | Add +145.7% | 4,250 | $686K |
| Naples Global Advisors, LLC | 0.06% | Reduce -12.4% | 4,230 | $683K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -2.3% | 4,197 | $678K |
| Los Angeles Capital Management LLC | 0.00% | No change | 4,185 | $676K |
| Securian Asset Management, Inc. | 0.02% | Add +2.5% | 4,151 | $670K |
| Bridges Investment Management Inc. | 0.01% | Reduce -17.0% | 4,121 | $666K |
| VestGen Investment Management | 0.50% | Reduce -8.2% | 4,101 | $662K |
| Brookstone Capital Management | 0.01% | Add +2.3% | 4,075 | $658K |
| Clifford Group, LLC | 0.61% | Reduce -5.0% | 4,033 | $651K |
| AlphaQuest LLC | 0.07% | Add +69.5% | 4,027 | $650K |
| Alpine Woods Capital Investors, LLC | 0.16% | Reduce -3.6% | 3,952 | $638K |
| Studio Investment Management LLC | 0.13% | Reduce -10.7% | 3,945 | $637K |
| Alberta Investment Management Corp | 0.00% | Add +25.2% | 3,911 | $632K |
| Keybank National Association | 0.00% | New | 3,868 | $625K |
| Guggenheim Capital LLC | 0.01% | Add +13.0% | 3,868 | $625K |
| Yorktown Management & Research Co Inc | 0.68% | No change | 3,850 | $622K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.1% | 3,850 | $622K |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 3,830 | $619K |
| Lanark Financial, Inc. | 0.05% | — | 3,764 | $607K |
| Aviva PLC | 0.00% | Add +12.8% | 3,745 | $605K |
| M&T Bank Corp | 0.00% | Reduce -1.9% | 3,701 | $597K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,657 | $591K |
| Aigen Investment Management, LP | 0.09% | Add +22.1% | 3,643 | $588K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +129.1% | 3,613 | $583K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -37.4% | 3,510 | $567K |
| Blue Trust, Inc. | 0.01% | Reduce -4.3% | 3,494 | $564K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -7.5% | 3,485 | $563K |
| Walleye Trading LLC | 0.02% | Add +44.4% | 3,480 | $562K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +30.9% | 3,463 | $559K |
| NFSG Corp | 0.13% | New | 3,417 | $552K |
| Clearstead Advisors, LLC | 0.01% | Add +11.2% | 3,414 | $551K |
| United Services Automobile Association | 0.02% | New | 3,438 | $544K |
| Dynasty Wealth Management, LLC | 0.01% | Add +1.0% | 3,293 | $532K |
| Quantum Portfolio Management LLC | 0.27% | Add +26.9% | 3,286 | $531K |
| OneAscent Financial Services LLC | 0.03% | Add +59.7% | 3,176 | $516K |
| Mount Lucas Management LP | 0.24% | New | 3,169 | $512K |
| OneAscent Investment Solutions LLC | 0.61% | — | 3,167 | $511K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.7% | 3,161 | $511K |
| First Bank & Trust | 0.10% | Reduce -1.0% | 3,106 | $502K |
| Wealth Alliance, LLC | 0.06% | Add +0.8% | 3,073 | $496K |
| Alamea Verwaltungs GmbH | 0.43% | — | 3,068 | $495K |
| Utah Retirement Systems | 0.01% | No change | 2,800 | $452K |
| Cerity Partners LLC | 0.00% | Reduce -16.0% | 2,798 | $452K |
| State of Wyoming | 0.06% | Reduce -43.5% | 2,778 | $449K |
| Fiduciary Trust Co | 0.01% | New | 2,772 | $448K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -3.4% | 2,770 | $447K |
| Vident Advisory, LLC | 0.01% | Add +21.8% | 2,767 | $447K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.6% | 2,678 | $432K |
| Susquehanna Portfolio Strategies, LLC | 0.18% | New | 2,640 | $426K |
| Quadrant Capital Group LLC | 0.02% | Add +963.3% | 2,605 | $421K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.0% | 2,599 | $420K |
| Outlook Wealth Advisors, LLC | 0.12% | Add +0.6% | 2,566 | $414K |
| Counterpoint Mutual Funds LLC | 0.06% | New | 2,531 | $409K |
| Jane Street Group, LLC | 0.00% | Reduce -85.3% | 2,507 | $405K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +76.3% | 2,494 | $403K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +76.3% | 2,488 | $402K |
| Allianz Asset Management GmbH | 0.00% | Reduce -43.8% | 2,484 | $401K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -16.6% | 2,450 | $396K |
| Financial Advocates Investment Management | 0.03% | Add +2.9% | 2,449 | $396K |
| Wealthcare Capital Partners, LLC | 0.19% | Add +0.3% | 2,302 | $372K |
| ProShare Advisors LLC | 0.00% | Reduce -8.2% | 2,301 | $372K |
| KBC Group NV | 0.00% | Reduce -88.5% | 2,295 | $371K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.7% | 2,231 | $362K |
| Trajan Wealth LLC | 0.02% | Reduce -3.9% | 2,231 | $360K |
| Two Sigma Advisers, LP | 0.00% | New | 2,200 | $355K |
| Equitable Trust Co. | 0.02% | No change | 2,151 | $347K |
| Vista Finance, LLC | 0.30% | Add +6.9% | 2,141 | $346K |
| CI Investments Inc. | 0.00% | Add +11.7% | 2,126 | $343K |
| Cynosure Group, LLC | 0.05% | Add +25.8% | 2,112 | $341K |
| Alliance Wealth Advisors, LLC | 0.09% | New | 2,072 | $335K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +16.5% | 2,048 | $331K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -4.3% | 2,063 | $326K |
| Versor Investments LP | 0.05% | Reduce -57.2% | 2,000 | $323K |
| NewEdge Wealth, LLC | 0.01% | Reduce -14.9% | 1,991 | $322K |
| National Bank of Canada | 0.00% | New | 1,990 | $321K |
| Mgo One Seven LLC | 0.01% | New | 1,963 | $317K |
| Sowell Financial Services LLC | 0.01% | New | 1,939 | $313K |
| Shelton Capital Management | 0.01% | Reduce -6.4% | 1,924 | $311K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -6.0% | 1,860 | $300K |
| Legacy Wealth Asset Management, LLC | 0.08% | New | 1,855 | $300K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -27.6% | 1,845 | $298K |
| AE Wealth Management LLC | 0.00% | New | 1,845 | $298K |
| R Squared Ltd | 0.32% | Add +13.8% | 1,841 | $297K |
| Berry Wealth Group, LP | 0.23% | Reduce -7.1% | 1,838 | $297K |
| Anb Bank | 0.13% | Add +2.0% | 1,761 | $284K |
| MQS Management LLC | 0.16% | New | 1,739 | $281K |
| Twinbeech Capital LP | 0.01% | New | 1,718 | $277K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 1,717 | $277K |
| Sfmg, LLC | 0.02% | Reduce -0.1% | 1,711 | $276K |
| IFP Advisors, Inc | 0.01% | Add +67.0% | 1,678 | $275K |
| PharVision Advisers, LLC | 0.38% | New | 1,698 | $274K |
| Net Worth Advisory Group | 0.09% | Reduce -18.5% | 1,687 | $272K |
| J2 Capital Management Inc | 0.25% | Reduce -12.7% | 1,685 | $272K |
| FourThought Financial Partners, LLC | 0.03% | Add +1.2% | 1,677 | $271K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -2.8% | 1,668 | $269K |
| CIBC Asset Management Inc | 0.00% | Add +1.7% | 1,644 | $266K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.1% | 1,626 | $263K |
| Atlatl Advisers LLC | 0.17% | Reduce -2.9% | 1,623 | $262K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 1,610 | $260K |
| TrueMark Investments, LLC | 0.07% | New | 1,584 | $256K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 1,547 | $250K |
| Crawford Fund Management, LLC | 0.16% | New | 1,500 | $242K |
| Callan Family Office, LLC | 0.02% | Add +6.2% | 1,500 | $242K |
| Bessemer Group Inc. | 0.00% | Reduce -7.9% | 1,501 | $242K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 1,495 | $241K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -6.0% | 1,485 | $240K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | No change | 1,480 | $239K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -14.1% | 1,477 | $239K |
| Riverwater Partners LLC | 0.12% | Reduce -41.0% | 1,456 | $235K |
| Diversify Wealth Management, LLC | 0.02% | New | 1,423 | $231K |
| Scissortail Wealth Management, LLC | 0.06% | No change | 1,406 | $227K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -4.9% | 1,405 | $227K |
| PFW Advisors LLC | 0.07% | No change | 1,402 | $226K |
| Ritholtz Wealth Management | 0.01% | Add +0.4% | 1,394 | $225K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,387 | $224K |
| Brown Miller Wealth Management, LLC | 0.08% | New | 1,385 | $224K |
| Okabena Investment Services Inc. | 0.06% | No change | 1,382 | $223K |
| UMB Bank, n.a. | 0.00% | Add +52.1% | 1,372 | $222K |
| SCS Capital Management LLC | 0.00% | New | 1,355 | $219K |
| Corton Capital Inc. | 0.72% | New | 1,352 | $218K |
| Wallace Advisory Group, LLC | 0.15% | New | 1,236 | $215K |
| Profund Advisors LLC | 0.01% | Reduce -0.5% | 1,321 | $213K |
| SG Americas Securities, LLC | 0.00% | Reduce -92.7% | 1,321 | $213K |
| Huntington National Bank | 0.00% | Reduce -0.9% | 1,304 | $211K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,303 | $210K |
| Impact Capital Partners LLC | 0.08% | New | 1,303 | $210K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 1,300 | $210K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.8% | 1,294 | $209K |
| Strategy Asset Managers LLC | 0.04% | Reduce -4.8% | 1,242 | $201K |
| Steph & Co. | 0.07% | Reduce -6.2% | 1,237 | $200K |
| Manchester Capital Management LLC | 0.02% | Add +4.5% | 1,190 | $192K |
| Principal Securities, Inc. | 0.00% | No change | 1,048 | $182K |
| Smartleaf Asset Management LLC | 0.02% | Add +1.3% | 1,097 | $173K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,032 | $167K |
| Covestor Ltd | 0.11% | Add +59.4% | 990 | $160K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.4% | 881 | $142K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -22.1% | 867 | $140K |
| Lindbrook Capital, LLC | 0.01% | Add +522.3% | 865 | $140K |
| Parallel Advisors, LLC | 0.00% | Add +14.2% | 819 | $132K |
| Park Place Capital Corp | 0.03% | Add +47.7% | 749 | $121K |
| Signaturefd, LLC | 0.00% | Add +85.6% | 644 | $104K |
| Allworth Financial LP | 0.00% | Add +6.7% | 636 | $102K |
| Mather Group, Llc. | 0.00% | Add +6.8% | 624 | $101K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -14.1% | 563 | $91K |
| Quarry LP | 0.02% | New | 561 | $91K |
| First Horizon Advisors, Inc. | 0.00% | Add +17.5% | 550 | $89K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -85.0% | 521 | $84K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 500 | $81K |
| Anchor Investment Management, LLC | 0.01% | No change | 450 | $73K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -59.9% | 394 | $65K |
| Eastern Bank | 0.00% | New | 400 | $65K |
| Versant Capital Management, Inc | 0.01% | Add +744.2% | 363 | $59K |
| Emerald Advisers, LLC | 0.00% | No change | 345 | $56K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 334 | $54K |
| Golden State Wealth Management, LLC | 0.01% | No change | 305 | $49K |
| Clark Wealth Partners | 0.03% | No change | 275 | $44K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +3714.3% | 267 | $43K |
| Wolff Wiese Magana LLC | 0.03% | No change | 241 | $39K |
| Global Financial Private Client, LLC | 0.01% | Add +17.8% | 232 | $37K |
| TCTC Holdings, LLC | 0.00% | Add +103.5% | 232 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 217 | $35K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 215 | $35K |
| Brooklyn Investment Group | 0.01% | New | 205 | $33K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 200 | $32K |
| Motco | 0.00% | New | 179 | $29K |
| Optiver Holding B.V. | 0.00% | New | 174 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $27K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 169 | $27K |
| Private Trust Co. NA | 0.00% | No change | 169 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +111.1% | 152 | $25K |
| FWL Investment Management, LLC | 0.01% | No change | 138 | $22K |
| Ameriflex Group, Inc. | 0.01% | No change | 132 | $21K |
| Painted Porch Advisors LLC | 0.01% | No change | 131 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -52.9% | 121 | $20K |
| Alpine Bank Wealth Management | 0.00% | — | 117 | $19K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 116 | $19K |
| Rise Advisors, LLC | 0.01% | Reduce -25.5% | 114 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +217.7% | 108 | $17K |
| Headlands Technologies LLC | 0.00% | New | 107 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +66.2% | 108 | $17K |
| MAI Capital Management | 0.00% | No change | 100 | $16K |
| Fortitude Family Office, LLC | 0.01% | No change | 99 | $16K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 96 | $16K |
| Washington Trust Advisors, Inc. | 0.00% | Add +3.3% | 95 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 95 | $15K |
| Larson Financial Group LLC | 0.00% | Add +89.8% | 93 | $15K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 92 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 78 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78 | $13K |
| Spire Wealth Management | 0.00% | Reduce -13.5% | 77 | $12K |
| Key Financial Inc | 0.00% | No change | 67 | $11K |
| Arax Advisory Partners | 0.00% | Add +65.0% | 66 | $11K |
| City Holding Co. | 0.00% | New | 57 | $9K |
| Arlington Trust Co LLC | 0.00% | No change | 56 | $9K |
| TD Private Client Wealth LLC | 0.00% | Add +27.9% | 55 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 50 | $8K |
| Hemington Wealth Management | 0.00% | Add +31.7% | 54 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -24.6% | 52 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 44 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -39.7% | 44 | $7K |
| First Pacific Financial | 0.00% | Add +70.8% | 41 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 39 | $6K |
| WASHINGTON TRUST Co | 0.00% | Reduce -20.8% | 38 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +153.3% | 38 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 37 | $6K |
| Millstone Evans Group, LLC | 0.00% | New | 36 | $6K |
| TD Capital Management LLC | 0.00% | No change | 35 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 35 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +84.2% | 35 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 34 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 32 | $5K |
| Clearstead Trust, LLC | 0.00% | New | 32 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 29 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 29 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 29 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -38.1% | 26 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +38.9% | 25 | $4K |
| NewSquare Capital LLC | 0.00% | Add +1150.0% | 25 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 24 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 21 | $3K |
| Quent Capital, LLC | 0.00% | Reduce -20.0% | 20 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Add +225.0% | 104 | $3K |
| WPG Advisers, LLC | 0.00% | Add +350.0% | 18 | $3K |
| Activest Wealth Management | 0.00% | New | 17 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 15 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 15 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 14 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 14 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.3% | 13 | $2K |
| True Wealth Design, LLC | 0.00% | New | 11 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 11 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +11.1% | 10 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 10 | $2K |
| Perkins Coie Trust Co | 0.00% | New | 6 | $969 |
| SouthState Bank Corp | 0.00% | New | 6 | $969 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $808 |
| CVA Family Office, LLC | 0.00% | New | 5 | $808 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $492 |
| Sachetta, LLC | 0.00% | No change | 3 | $485 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $323 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $323 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $323 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $323 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 2 | $323 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $323 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $162 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $162 |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.