Houlihan LokeyHLI
13F holders, Q2 2025 (June 30)549holders +24
73new positions
50sold out
8famous investors
$179.99avg. 13F price*
At the end of Q2 2025, 549 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 24 from Q1 2025. 73 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($952.2M) and Kayne Anderson Rudnick Investment Management LLC ($541.1M). 8 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $151.3M |
| Exits | 50 | $52.4M |
All 13F filers, Q1 2025 → Q2 2025: 4,237,875 shares bought and 2,306,887 shares sold, net +1,930,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 549 holders
| BlackRock, Inc. | 0.02% | Add +1.2% | 5,687,367 | $1.0B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 5,291,432 | $952.2M |
| Kayne Anderson Rudnick Investment Management LLC | 1.29% | Add +2.7% | 3,006,952 | $541.1M |
| Earnest Partners LLC | 2.01% | Reduce -6.7% | 2,472,469 | $444.9M |
| State Street Corp. | 0.01% | Reduce -1.1% | 1,716,610 | $308.9M |
| FMR LLC | 0.02% | Reduce -3.3% | 1,628,556 | $293.1M |
| Wellington Management Group LLP | 0.05% | Add +4.6% | 1,459,217 | $262.6M |
| Burgundy Asset Management Ltd. | 2.15% | Add +3.0% | 1,225,966 | $220.6M |
| Baron Capital (BAMCO) | 0.56% | Add +0.2% | 1,146,143 | $206.2M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -12.4% | 1,052,247 | $189.4M |
| Bank of America Corp. | 0.02% | Add +4.1% | 1,041,990 | $187.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 1,041,590 | $187.5M |
| Raymond James Financial Inc. | 0.05% | Add +10.3% | 874,078 | $157.3M |
| Invesco Ltd. | 0.03% | Reduce -7.6% | 846,640 | $152.4M |
| Capital Research Global Investors | 0.03% | Add +58.5% | 798,836 | $143.8M |
| Capital International Investors | 0.02% | Add +0.4% | 798,358 | $143.7M |
| Fiduciary Management Inc. | 1.30% | Reduce -0.5% | 751,325 | $135.2M |
| Norges Bank | 0.02% | Add +4.5% | 704,214 | $126.7M |
| Sei Investments Co. | 0.14% | Add +14.3% | 690,624 | $124.3M |
| Neuberger Berman Group LLC | 0.09% | Reduce -2.7% | 681,791 | $122.7M |
| Morgan Stanley | 0.01% | Add +14.0% | 623,260 | $112.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.5% | 589,739 | $106.1M |
| Clearbridge Investments, LLC | 0.08% | Reduce -8.5% | 579,902 | $104.4M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.5% | 554,770 | $99.8M |
| Champlain Investment Partners, LLC | 0.69% | Add +194.9% | 546,340 | $98.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 538,400 | $96.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -17.7% | 489,697 | $88.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -3.8% | 488,381 | $87.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.9% | 481,710 | $86.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.9% | 474,843 | $85.4M |
| Jennison Associates LLC | 0.05% | Add +36.3% | 469,653 | $84.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -11.0% | 440,956 | $79.3M |
| Congress Asset Management Co. | 0.54% | Reduce -13.1% | 438,060 | $78.8M |
| Wells Fargo & Company | 0.02% | Add +4.0% | 418,871 | $75.4M |
| First Trust Advisors LP | 0.06% | Reduce -18.4% | 406,768 | $73.2M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -17.7% | 406,280 | $73.1M |
| Van Berkom & Associates Inc. | 2.12% | Reduce -1.4% | 396,406 | $71.3M |
| GW&K Investment Management, LLC | 0.62% | Reduce -6.9% | 386,744 | $69.6M |
| Natixis Advisors, LLC | 0.10% | Reduce -13.0% | 350,267 | $63.0M |
| Handelsbanken Fonder AB | 0.22% | Add +26.5% | 348,458 | $62.7M |
| Westfield Capital Management Co. LP | 0.26% | Add +20.7% | 345,524 | $62.2M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Add +41.2% | 338,103 | $60.8M |
| Ancora Advisors LLC | 1.06% | Add +0.3% | 281,222 | $50.6M |
| Woodley Farra Manion Portfolio Management Inc. | 2.36% | Reduce -3.8% | 278,835 | $50.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +153.8% | 274,387 | $49.4M |
| Fiera Capital Corp | 0.17% | Reduce -1.3% | 271,764 | $48.9M |
| UBS Group AG | 0.01% | Add +9.6% | 258,856 | $46.6M |
| Franklin Resources Inc. | 0.01% | Reduce -3.0% | 253,499 | $45.6M |
| Schroder Investment Management Group | 0.04% | Add +112.2% | 247,634 | $45.2M |
| Argent Capital Management LLC | 1.24% | Add +2.5% | 241,587 | $43.5M |
| GMO | 0.13% | Add +5.3% | 240,486 | $43.3M |
| Renaissance Technologies | 0.06% | Add +56.7% | 236,100 | $42.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.9% | 235,186 | $42.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +22.8% | 221,885 | $39.9M |
| Barlow Wealth Partners, LLC | 4.51% | Add +0.9% | 205,578 | $37.7M |
| Eventide Asset Management, LLC | 0.62% | Reduce -0.8% | 195,094 | $35.1M |
| Renaissance Group LLC | 1.33% | New | 189,583 | $34.1M |
| Assenagon Asset Management S.A. | 0.05% | New | 182,729 | $32.9M |
| BNP Paribas Financial Markets | 0.03% | Add +5.5% | 178,100 | $32.0M |
| Royal Bank of Canada | 0.01% | Add +253.1% | 175,103 | $31.5M |
| Amundi | 0.01% | Add +164.4% | 167,711 | $30.8M |
| Brown Advisory Inc. | 0.04% | Reduce -10.4% | 168,273 | $30.3M |
| Public Employees Retirement Association of Colorado | 0.12% | Reduce -13.1% | 167,946 | $30.2M |
| Flputnam Investment Management Co. | 0.51% | Reduce -0.7% | 163,874 | $29.5M |
| Rhumbline Advisers | 0.03% | Add +0.8% | 163,695 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.6% | 160,212 | $28.8M |
| New York State Common Retirement Fund | 0.03% | Add +0.3% | 144,789 | $26.1M |
| Macquarie Group Ltd. | 0.03% | Reduce -17.3% | 132,682 | $23.9M |
| AQR Capital Management | 0.02% | Add +343.6% | 131,534 | $23.7M |
| Barclays PLC | 0.01% | Reduce -8.1% | 131,507 | $23.7M |
| Alps Advisors Inc. | 0.13% | Reduce -0.5% | 127,518 | $22.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +21.8% | 126,509 | $22.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 122,173 | $22.0M |
| GHP Investment Advisors, Inc. | 0.95% | Reduce -0.7% | 119,440 | $21.5M |
| Millennium Management | 0.02% | Reduce -2.6% | 114,362 | $20.6M |
| Citigroup Inc. | 0.01% | Add +636.1% | 113,684 | $20.5M |
| Legal & General Group Plc | 0.01% | Add +0.8% | 111,112 | $20.0M |
| Nuveen, LLC | 0.01% | Reduce -25.3% | 108,625 | $19.5M |
| Fenimore Asset Management Inc | 0.37% | Add +108.1% | 104,225 | $18.8M |
| Swiss National Bank | 0.01% | Reduce -1.0% | 103,136 | $18.6M |
| Citadel Advisors | 0.02% | Add +4.0% | 98,553 | $17.7M |
| LPL Financial LLC | 0.01% | Add +3.0% | 97,874 | $17.6M |
| California Public Employees Retirement System | 0.01% | Add +5.0% | 96,514 | $17.4M |
| Jane Street Group, LLC | 0.03% | Add +3477.5% | 89,689 | $16.1M |
| Trexquant Investment LP | 0.18% | Add +80.6% | 88,452 | $15.9M |
| Azora Capital LP | 0.71% | New | 87,007 | $15.7M |
| Segall Bryant & Hamill, LLC | 0.21% | Add +20.6% | 81,957 | $14.7M |
| Montanaro Asset Management Ltd | 3.76% | Add +1.9% | 81,000 | $14.6M |
| Stifel Financial Corp. | 0.01% | Reduce -8.5% | 80,617 | $14.5M |
| Nordea Investment Management AB | 0.01% | Reduce -54.2% | 74,469 | $13.5M |
| PineStone Asset Management Inc. | 0.09% | Add +7.3% | 74,495 | $13.4M |
| Royce & Associates LP | 0.14% | Reduce -3.3% | 74,465 | $13.4M |
| Two Sigma Investments, LP | 0.02% | Add +264.7% | 71,307 | $12.8M |
| Whittier Trust Co. | 0.15% | Add +2.5% | 69,809 | $12.6M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -24.4% | 68,815 | $12.4M |
| Edgestream Partners, L.P. | 0.34% | Add +282.6% | 68,803 | $12.4M |
| Janus Henderson Group PLC | 0.01% | Add +174.1% | 68,642 | $12.4M |
| Bank of Nova Scotia | 0.02% | Add +1351.3% | 66,743 | $12.0M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.0% | 65,743 | $11.8M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -3.1% | 58,389 | $10.5M |
| Tudor Investment Corporation | 0.08% | New | 57,122 | $10.3M |
| Aptus Capital Advisors, LLC | 0.10% | Add +9.7% | 56,909 | $10.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.61% | Reduce -1.7% | 55,633 | $10.0M |
| Public Employees Retirement System of Ohio | 0.03% | Add +12.3% | 52,622 | $9.5M |
| Deutsche Bank AG | 0.00% | Add +422.2% | 50,163 | $9.0M |
| STRS Ohio | 0.03% | Reduce -15.4% | 49,993 | $9.0M |
| CW Advisors, LLC | 0.09% | Reduce -21.7% | 49,941 | $9.0M |
| California State Teachers Retirement System | 0.01% | Add +0.2% | 49,929 | $9.0M |
| Wealth High Governance Capital Ltda | 2.77% | New | 49,600 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -39.3% | 48,843 | $8.8M |
| Magnetar Financial LLC | 0.04% | Add +150.3% | 45,784 | $8.2M |
| Hantz Financial Services, Inc. | 0.13% | Reduce -11.3% | 45,725 | $8.2M |
| Comerica Bank | 0.03% | Add +1.8% | 45,205 | $8.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -13.9% | 44,679 | $8.0M |
| Man Group plc | 0.02% | Reduce -0.1% | 43,559 | $7.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.8% | 41,902 | $7.5M |
| HSBC Holdings PLC | 0.00% | Reduce -11.4% | 41,334 | $7.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.6% | 41,074 | $7.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.7% | 38,006 | $6.8M |
| Ensign Peak Advisors, Inc | 0.01% | Add +10.1% | 37,866 | $6.8M |
| Whittier Trust Co. of Nevada Inc. | 0.15% | Add +3.2% | 37,573 | $6.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -17.0% | 35,665 | $6.4M |
| Rheos Capital Works Inc. | 0.37% | Reduce -41.4% | 35,400 | $6.4M |
| Capital Fund Management S.A. | 0.07% | Add +41.3% | 35,064 | $6.3M |
| FineMark National Bank & Trust | 0.21% | Add +0.6% | 35,063 | $6.3M |
| ExodusPoint Capital Management, LP | 0.08% | New | 34,770 | $6.3M |
| Geneos Wealth Management Inc. | 0.15% | Add +63.2% | 33,430 | $6.0M |
| Caisse de depot et placement du Quebec | 0.01% | New | 33,380 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -37.3% | 32,263 | $5.8M |
| SG Americas Securities, LLC | 0.03% | Add +2318.7% | 31,951 | $5.8M |
| Vestcor Inc | 0.17% | Reduce -3.1% | 31,516 | $5.7M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -15.0% | 31,174 | $5.6M |
| Bell Asset Management Ltd | 1.22% | Reduce -29.9% | 30,668 | $5.5M |
| BW Gestao de Investimentos Ltda. | 0.52% | New | 30,400 | $5.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -49.3% | 30,216 | $5.4M |
| MetLife Investment Management, LLC | 0.03% | Reduce -0.9% | 29,908 | $5.4M |
| Aquatic Capital Management LLC | 0.11% | Add +306.5% | 29,677 | $5.3M |
| Walled Lake Planning & Wealth Management, LLC | 1.73% | Reduce -0.2% | 29,421 | $5.3M |
| NewEdge Advisors, LLC | 0.03% | Add +1.7% | 29,343 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.9% | 27,674 | $5.1M |
| Pier Capital, LLC | 0.76% | Reduce -54.1% | 27,814 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -0.5% | 26,268 | $4.7M |
| Dorsey Wright & Associates | 1.10% | Add +5.0% | 25,669 | $4.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.1% | 25,266 | $4.5M |
| Harbor Advisors LLC | 0.74% | No change | 25,000 | $4.5M |
| Dark Forest Capital Management LP | 0.17% | Add +46.7% | 24,045 | $4.3M |
| Harbor Capital Advisors, Inc. | 0.18% | Add +17.4% | 23,955 | $4.3M |
| Weil Company, Inc. | 1.11% | Reduce -6.6% | 23,479 | $4.2M |
| Richard Bernstein Advisors LLC | 0.10% | Reduce -8.3% | 23,295 | $4.2M |
| Empowered Funds, LLC | 0.05% | Add +25.5% | 23,246 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -11.8% | 23,202 | $4.2M |
| New York State Teachers Retirement System | 0.01% | Add +28.9% | 23,104 | $4.2M |
| American Century Companies Inc. | 0.00% | Reduce -3.0% | 22,490 | $4.0M |
| Tidal Investments LLC | 0.03% | Reduce -0.2% | 22,006 | $4.0M |
| Bank of Montreal | 0.00% | Add +9.7% | 21,874 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +494.9% | 21,757 | $3.9M |
| Triasima Portfolio Management inc. | 0.71% | Reduce -5.1% | 21,500 | $3.9M |
| Chase Investment Counsel Corp. | 1.22% | Add +1.0% | 21,145 | $3.8M |
| Cerity Partners LLC | 0.01% | Add +640.7% | 20,726 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.4% | 20,669 | $3.7M |
| Hilton Capital Management, LLC | 0.30% | Reduce -1.9% | 20,549 | $3.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.3% | 20,351 | $3.7M |
| PDT Partners, LLC | 0.21% | Add +101.6% | 20,341 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 20,205 | $3.6M |
| Teacher Retirement System of Texas | 0.02% | Reduce -1.4% | 20,174 | $3.6M |
| Campbell & CO Investment Adviser LLC | 0.23% | New | 20,149 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +5.9% | 20,097 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +13.5% | 19,789 | $3.6M |
| Horizon Investments, LLC | 0.06% | Add +178354.5% | 19,630 | $3.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.6% | 19,100 | $3.4M |
| Fifth Third Bancorp | 0.01% | Reduce -2.4% | 18,904 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -2.2% | 18,870 | $3.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +8.0% | 18,867 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -17.3% | 18,562 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.0% | 18,055 | $3.2M |
| Regions Financial Corp. | 0.02% | Add +29.1% | 17,884 | $3.2M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -1.1% | 17,244 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,620 | $3.0M |
| Monument Capital Management | 0.77% | Reduce -4.9% | 16,524 | $3.0M |
| Arizona State Retirement System | 0.02% | Add +2.3% | 15,767 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +8.5% | 15,750 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.5% | 15,348 | $2.8M |
| Voleon Capital Management LP | 0.15% | Add +74.1% | 15,177 | $2.7M |
| Louisiana State Employees Retirement System | 0.05% | No change | 15,100 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.7% | 14,986 | $2.7M |
| Engineers Gate Manager LP | 0.03% | Add +71.6% | 14,754 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -24.5% | 14,742 | $2.7M |
| Canada Pension Plan Investment Board | 0.00% | No change | 14,700 | $2.6M |
| &partners | 0.02% | Reduce -2.0% | 14,400 | $2.6M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -29.4% | 14,355 | $2.6M |
| Stegent Equity Advisors, Inc. | 2.27% | Add +53.8% | 14,262 | $2.6M |
| Voya Investment Management LLC | 0.00% | Add +43.8% | 14,118 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.0% | 14,091 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.0% | 13,820 | $2.5M |
| Mariner, LLC | 0.00% | Add +0.8% | 13,137 | $2.4M |
| Grandeur Peak Global Advisors, LLC | 0.28% | Add +9.1% | 13,089 | $2.4M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -27.7% | 13,033 | $2.3M |
| State of Michigan Retirement System | 0.01% | No change | 12,900 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -9.2% | 12,834 | $2.3M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -14.2% | 12,764 | $2.3M |
| Twinbeech Capital LP | 0.05% | Add +627.9% | 12,506 | $2.3M |
| Centiva Capital, LP | 0.15% | Add +19.3% | 12,475 | $2.2M |
| Quantbot Technologies LP | 0.06% | Reduce -40.2% | 12,341 | $2.2M |
| FJ Capital Management LLC | 0.23% | New | 12,082 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.0% | 12,010 | $2.2M |
| New Age Alpha Advisors, LLC | 0.09% | Add +8.8% | 11,819 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -14.1% | 11,800 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +23.8% | 11,256 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -8.2% | 11,200 | $2.0M |
| FIL Ltd | 0.00% | Reduce -0.6% | 11,119 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 11,005 | $2.0M |
| Aster Capital Management (DIFC) Ltd | 0.44% | New | 10,911 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +0.1% | 10,667 | $1.9M |
| Cannell & Spears LLC | 0.04% | Reduce -8.6% | 10,609 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 10,600 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.1% | 10,574 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +14.5% | 10,258 | $1.8M |
| Entropy Technologies, LP | 0.14% | Reduce -16.4% | 9,713 | $1.7M |
| Crawford Investment Counsel Inc. | 0.03% | Reduce -18.2% | 9,471 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +0.9% | 9,387 | $1.7M |
| Nebula Research & Development LLC | 0.14% | Add +117.1% | 9,273 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -0.6% | 9,242 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.5% | 9,042 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +18.7% | 8,940 | $1.6M |
| Prana Capital Management, LP | 0.06% | Reduce -74.3% | 8,829 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -57.9% | 8,824 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.17% | Reduce -14.0% | 8,771 | $1.6M |
| Avior Wealth Management, LLC | 0.05% | Reduce -0.3% | 8,509 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.2% | 8,414 | $1.5M |
| Creative Planning | 0.00% | Add +12.1% | 8,354 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 8,213 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.20% | New | 8,120 | $1.5M |
| Highland Capital Management, LLC | 0.08% | New | 8,062 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Add +1.1% | 7,967 | $1.4M |
| Xponance LLC | 0.01% | Add +19.7% | 7,958 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -14.6% | 7,827 | $1.4M |
| Fox Run Management, L.L.C. | 0.23% | New | 7,681 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +7.5% | 7,138 | $1.4M |
| Smith Group Asset Management, LLC | 0.09% | Add +69.0% | 7,320 | $1.3M |
| Gibbs Wealth Management | 0.24% | Add +17.1% | 6,855 | $1.2M |
| Algert Global LLC | 0.03% | Reduce -52.8% | 6,776 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -40.8% | 6,775 | $1.2M |
| Bokf, NA | 0.02% | New | 6,745 | $1.2M |
| Taylor Frigon Capital Management LLC | 0.64% | Reduce -1.4% | 6,675 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -10.8% | 6,452 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -21.2% | 6,430 | $1.2M |
| James Investment Research, Inc. | 0.14% | No change | 6,341 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Reduce -9.3% | 6,180 | $1.1M |
| Mount Lucas Management LP | 0.52% | Add +92.7% | 6,106 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.4% | 6,050 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.1% | 5,948 | $1.1M |
| King Luther Capital Management Corp. | 0.00% | New | 6,025 | $1.1M |
| Intrust Bank NA | 0.10% | Add +17.4% | 6,004 | $1.1M |
| Scott Marsh Financial, LLC | 0.40% | — | 5,973 | $1.1M |
| TD Asset Management Inc | 0.00% | No change | 5,900 | $1.1M |
| Resources Management Corp. /CT/ | 0.14% | Add +0.9% | 5,845 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 5,740 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | Add +154.6% | 5,600 | $1.0M |
| Connable Office Inc. | 0.10% | Reduce -13.7% | 5,576 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +17.8% | 5,472 | $985K |
| QRG Capital Management, Inc. | 0.01% | Add +9.4% | 5,457 | $982K |
| Brevan Howard Capital Management LP | 0.01% | New | 5,382 | $968K |
| Ethic Inc. | 0.02% | Add +5.5% | 5,265 | $961K |
| Walleye Trading LLC | 0.02% | Add +51.8% | 5,283 | $951K |
| Norden Group LLC | 0.10% | Add +6.3% | 5,248 | $944K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.6% | 5,194 | $935K |
| Bayforest Capital Ltd | 0.41% | Reduce -15.2% | 5,188 | $934K |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.3% | 5,129 | $923K |
| Isthmus Partners, LLC | 0.11% | No change | 5,080 | $914K |
| Numerai GP LLC | 0.13% | New | 5,079 | $914K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.9% | 5,021 | $904K |
| First Eagle Investment Management, LLC | 0.00% | Add +19.0% | 4,996 | $899K |
| D. E. Shaw & Co. | 0.00% | Reduce -0.8% | 4,953 | $891K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 4,905 | $883K |
| Inspire Investing, LLC | 0.10% | New | 4,884 | $879K |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 4,861 | $875K |
| Farringdon Capital, Ltd. | 0.29% | New | 4,823 | $868K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +90.8% | 4,758 | $856K |
| Pacer Advisors, Inc. | 0.00% | New | 4,750 | $855K |
| GAMMA Investing LLC | 0.05% | Add +11.0% | 4,718 | $849K |
| Callan Family Office, LLC | 0.03% | Add +212.5% | 4,688 | $844K |
| Aigen Investment Management, LP | 0.11% | Add +25.7% | 4,580 | $824K |
| Portside Wealth Group, LLC | 0.12% | Add +4.6% | 4,539 | $817K |
| Sowell Financial Services LLC | 0.03% | Add +132.9% | 4,516 | $813K |
| Bridges Investment Management Inc. | 0.01% | Add +8.9% | 4,487 | $807K |
| Commerce Bank | 0.00% | No change | 4,330 | $779K |
| Integrated Investment Consultants, LLC | 0.15% | Reduce -52.3% | 4,314 | $776K |
| Sendero Wealth Management, LLC | 0.10% | No change | 4,312 | $776K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.2% | 4,192 | $754K |
| Townsquare Capital LLC | 0.07% | Reduce -90.2% | 4,172 | $751K |
| Securian Asset Management, Inc. | 0.02% | No change | 4,151 | $747K |
| M&T Bank Corp | 0.00% | Add +11.5% | 4,127 | $743K |
| Gsa Capital Partners LLP | 0.05% | New | 4,103 | $738K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -95.5% | 4,072 | $733K |
| Clifford Group, LLC | 0.60% | Reduce -0.2% | 4,026 | $725K |
| State of Wyoming | 0.09% | Add +43.5% | 3,987 | $717K |
| Naples Global Advisors, LLC | 0.06% | Reduce -6.0% | 3,975 | $715K |
| Studio Investment Management LLC | 0.14% | Reduce -0.9% | 3,910 | $704K |
| Yorktown Management & Research Co Inc | 0.66% | No change | 3,850 | $693K |
| Brookstone Capital Management | 0.01% | Reduce -5.6% | 3,846 | $692K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.8% | 3,798 | $683K |
| Blueshift Asset Management, LLC | 0.21% | New | 3,791 | $682K |
| Blue Trust, Inc. | 0.01% | Add +8.3% | 3,784 | $681K |
| Alpine Woods Capital Investors, LLC | 0.16% | Reduce -5.2% | 3,748 | $674K |
| VestGen Investment Management | 0.48% | Reduce -9.8% | 3,697 | $665K |
| Keybank National Association | 0.00% | Reduce -5.0% | 3,674 | $661K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 3,624 | $652K |
| Alamea Verwaltungs GmbH | 0.49% | Add +17.2% | 3,597 | $647K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +87.8% | 3,465 | $624K |
| Picton Mahoney Asset Management | 0.01% | New | 3,434 | $619K |
| Graham Capital Management, L.P. | 0.02% | New | 3,426 | $617K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.4% | 3,380 | $608K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.4% | 3,355 | $604K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -20.4% | 3,332 | $600K |
| Diversified Trust Co. | 0.01% | New | 3,203 | $576K |
| Quantum Portfolio Management LLC | 0.27% | Reduce -2.9% | 3,190 | $574K |
| Glenmede Investment Management, LP | 0.00% | — | 3,117 | $561K |
| First Bank & Trust | 0.10% | Reduce -1.7% | 3,054 | $550K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -12.5% | 3,049 | $549K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +15.2% | 3,040 | $547K |
| Clearstead Advisors, LLC | 0.01% | Reduce -11.3% | 3,030 | $545K |
| Fiduciary Trust Co | 0.01% | Add +8.6% | 3,010 | $542K |
| Versor Investments LP | 0.10% | Add +49.8% | 2,995 | $539K |
| NFSG Corp | 0.09% | Reduce -12.5% | 2,989 | $538K |
| Summit Trail Advisors, LLC | 0.01% | New | 2,924 | $526K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -11.7% | 2,908 | $523K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -24.6% | 2,902 | $522K |
| OneAscent Investment Solutions LLC | 0.55% | Reduce -9.0% | 2,883 | $519K |
| Utah Retirement Systems | 0.01% | Add +2.1% | 2,859 | $514K |
| Sherbrooke Park Advisers LLC | 0.22% | New | 2,852 | $513K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.2% | 2,804 | $505K |
| MQS Management LLC | 0.27% | Add +55.4% | 2,702 | $486K |
| Vident Advisory, LLC | 0.01% | Reduce -3.0% | 2,685 | $483K |
| Aviva PLC | 0.00% | Reduce -28.3% | 2,684 | $483K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 2,616 | $471K |
| Polen Capital Management LLC | 0.00% | Reduce -92.1% | 2,555 | $460K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -56.0% | 2,506 | $458K |
| Cynosure Group, LLC | 0.05% | Add +20.4% | 2,544 | $458K |
| Outlook Wealth Advisors, LLC | 0.12% | Reduce -1.8% | 2,519 | $453K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.8% | 2,507 | $451K |
| Quadrant Capital Group LLC | 0.02% | Reduce -4.2% | 2,495 | $449K |
| Wealth Alliance, LLC | 0.05% | Reduce -19.6% | 2,472 | $445K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,450 | $441K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +17.1% | 2,399 | $432K |
| Private Advisor Group, LLC | 0.00% | Reduce -46.8% | 2,396 | $431K |
| ProShare Advisors LLC | 0.00% | Add +3.6% | 2,385 | $429K |
| Merit Financial Group, LLC | 0.00% | New | 2,348 | $423K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,321 | $418K |
| J2 Capital Management Inc | 0.33% | Add +37.4% | 2,315 | $417K |
| Wealthcare Capital Partners, LLC | 0.21% | Add +0.3% | 2,310 | $416K |
| Jump Financial, LLC | 0.01% | Reduce -91.2% | 2,302 | $414K |
| Marshall Wace, LLP | 0.00% | New | 2,297 | $413K |
| Sterling Capital Management LLC | 0.01% | Reduce -15.7% | 2,258 | $406K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.1% | 2,255 | $406K |
| Martingale Asset Management L P | 0.01% | Reduce -48.9% | 2,243 | $404K |
| Vista Finance, LLC | 0.35% | Add +4.1% | 2,228 | $401K |
| Lecap Asset Management Ltd. | 0.14% | Reduce -79.6% | 2,145 | $386K |
| Trajan Wealth LLC | 0.02% | Reduce -5.2% | 2,115 | $381K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -67.7% | 2,111 | $380K |
| Wallace Advisory Group, LLC | 0.27% | Add +88.8% | 2,333 | $377K |
| Alliance Wealth Advisors, LLC | 0.09% | Add +0.2% | 2,076 | $374K |
| CI Investments Inc. | 0.00% | Reduce -7.0% | 1,978 | $356K |
| Machina Capital S.A.S. | 0.07% | New | 1,969 | $354K |
| Shelton Capital Management | 0.01% | No change | 1,924 | $346K |
| American Trust | 0.03% | New | 1,920 | $346K |
| Legacy Wealth Asset Management, LLC | 0.09% | Add +3.3% | 1,916 | $345K |
| Mgo One Seven LLC | 0.01% | Reduce -3.6% | 1,892 | $340K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.7% | 1,778 | $337K |
| Anb Bank | 0.15% | Add +5.7% | 1,862 | $335K |
| AlphaQuest LLC | 0.03% | Reduce -53.9% | 1,857 | $334K |
| Berry Wealth Group, LP | 0.23% | Add +0.7% | 1,851 | $333K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -53.0% | 1,802 | $324K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 1,794 | $323K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -4.1% | 1,783 | $321K |
| Net Worth Advisory Group | 0.07% | Add +3.7% | 1,750 | $315K |
| Sfmg, LLC | 0.02% | Add +0.3% | 1,716 | $309K |
| Evoke Wealth, LLC | 0.01% | Reduce -73.8% | 1,709 | $308K |
| Diversify Wealth Management, LLC | 0.02% | Add +11.2% | 1,582 | $306K |
| Rehmann Capital Advisory Group | 0.02% | Add +14.9% | 1,697 | $306K |
| IFP Advisors, Inc | 0.01% | Add +0.2% | 1,682 | $303K |
| AE Wealth Management LLC | 0.00% | Reduce -9.0% | 1,679 | $302K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -19.9% | 1,653 | $302K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 1,668 | $300K |
| CIBC Asset Management Inc | 0.00% | No change | 1,644 | $296K |
| Serenus Wealth Advisors, LLC | 0.05% | No change | 1,610 | $290K |
| Atlatl Advisers LLC | 0.14% | Reduce -1.9% | 1,593 | $287K |
| Qsemble Capital Management, LP | 0.03% | New | 1,587 | $286K |
| OneAscent Wealth Management LLC | 0.10% | Add +5.9% | 1,572 | $283K |
| Brown Miller Wealth Management, LLC | 0.09% | Add +12.4% | 1,557 | $280K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 1,550 | $279K |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 1,499 | $270K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -1.4% | 1,460 | $265K |
| Riverwater Partners LLC | 0.12% | Add +0.1% | 1,458 | $262K |
| OneAscent Financial Services LLC | 0.02% | Reduce -54.9% | 1,434 | $259K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.3% | 1,433 | $258K |
| Scissortail Wealth Management, LLC | 0.06% | No change | 1,406 | $253K |
| UMB Bank, n.a. | 0.00% | Add +2.3% | 1,403 | $252K |
| PFW Advisors LLC | 0.08% | No change | 1,402 | $252K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,397 | $251K |
| KBC Group NV | 0.00% | Reduce -39.6% | 1,387 | $250K |
| Okabena Investment Services Inc. | 0.06% | No change | 1,382 | $249K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.1% | 1,378 | $248K |
| SummitTX Capital, L.P. | 0.01% | New | 1,308 | $235K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,294 | $233K |
| 111 Capital | 0.04% | New | 1,286 | $231K |
| SCS Capital Management LLC | 0.00% | Reduce -5.1% | 1,286 | $231K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.6% | 1,269 | $228K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -84.0% | 1,267 | $228K |
| Profund Advisors LLC | 0.01% | Reduce -5.7% | 1,246 | $224K |
| Mutual Advisors, LLC | 0.01% | New | 1,135 | $222K |
| Strategy Asset Managers LLC | 0.04% | Reduce -0.5% | 1,236 | $222K |
| Global Retirement Partners, LLC | 0.01% | — | 1,221 | $220K |
| Impact Capital Partners LLC | 0.07% | Reduce -6.3% | 1,221 | $220K |
| R Squared Ltd | 0.12% | Reduce -33.7% | 1,220 | $220K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,208 | $217K |
| OneAscent Family Office, LLC | 0.20% | New | 1,193 | $215K |
| Corton Capital Inc. | 0.25% | Reduce -11.9% | 1,191 | $214K |
| Manchester Capital Management LLC | 0.03% | No change | 1,190 | $214K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,176 | $212K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -16.7% | 1,170 | $211K |
| Independent Advisor Alliance | 0.01% | New | 1,141 | $205K |
| Forum Financial Management, LP | 0.00% | New | 1,141 | $205K |
| Harvest Investment Services, LLC | 0.05% | New | 1,139 | $205K |
| Covestor Ltd | 0.12% | Add +14.8% | 1,136 | $204K |
| Motley Fool Asset Management LLC | 0.01% | New | 1,130 | $203K |
| Vise Technologies, Inc. | 0.01% | — | 1,113 | $200K |
| Principal Securities, Inc. | 0.00% | Add +6.1% | 1,112 | $200K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -2.3% | 1,072 | $196K |
| Steph & Co. | 0.06% | Reduce -12.8% | 1,079 | $194K |
| Huntington National Bank | 0.00% | Reduce -18.7% | 1,060 | $191K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.2% | 900 | $162K |
| Fourth Dimension Wealth, LLC | 0.07% | New | 898 | $162K |
| Allworth Financial LP | 0.00% | Add +39.5% | 887 | $160K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 886 | $159K |
| Brown Brothers Harriman & Co. | 0.00% | Add +42.8% | 804 | $145K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.2% | 793 | $143K |
| Penserra Capital Management LLC | 0.00% | New | 762 | $137K |
| Park Place Capital Corp | 0.03% | Reduce -2.0% | 734 | $133K |
| Brooklyn Investment Group | 0.02% | Add +246.3% | 710 | $128K |
| Signaturefd, LLC | 0.00% | Reduce -10.9% | 574 | $103K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.6% | 530 | $95K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 500 | $90K |
| Lanark Financial, Inc. | 0.01% | Reduce -87.1% | 484 | $87K |
| Anchor Investment Management, LLC | 0.01% | No change | 450 | $81K |
| Versant Capital Management, Inc | 0.01% | Add +11.8% | 406 | $73K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.8% | 401 | $72K |
| Eastern Bank | 0.00% | No change | 400 | $72K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 393 | $71K |
| MAI Capital Management | 0.00% | Add +268.0% | 368 | $66K |
| Emerald Advisers, LLC | 0.00% | No change | 345 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 334 | $60K |
| Clark Wealth Partners | 0.03% | No change | 275 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +10.6% | 240 | $43K |
| TCTC Holdings, LLC | 0.00% | No change | 232 | $42K |
| Strategic Wealth Investment Group, LLC | 0.06% | New | 216 | $39K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.5% | 216 | $39K |
| Private Trust Co. NA | 0.00% | Add +26.0% | 213 | $38K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 200 | $36K |
| Trust Co. of Toledo NA | 0.00% | New | 191 | $34K |
| Optiver Holding B.V. | 0.00% | Add +1.1% | 176 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $31K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 169 | $30K |
| Quarry LP | 0.01% | Reduce -70.2% | 167 | $30K |
| FWL Investment Management, LLC | 0.01% | No change | 138 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.0% | 135 | $24K |
| Ameriflex Group, Inc. | 0.01% | No change | 132 | $24K |
| Painted Porch Advisors LLC | 0.01% | No change | 131 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.4% | 130 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -58.4% | 127 | $23K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 118 | $21K |
| Alpine Bank Wealth Management | 0.00% | No change | 117 | $21K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 116 | $21K |
| Rise Advisors, LLC | 0.01% | No change | 114 | $21K |
| Fortitude Family Office, LLC | 0.01% | Add +10.1% | 109 | $20K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -79.8% | 105 | $19K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $19K |
| Danske Bank A/S | 0.00% | New | 100 | $18K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 96 | $17K |
| Bell Investment Advisors, Inc | 0.00% | No change | 95 | $17K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -4.2% | 91 | $16K |
| Westside Investment Management, Inc. | 0.00% | Add +181.3% | 90 | $16K |
| Spire Wealth Management | 0.00% | Add +1.3% | 78 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78 | $14K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.3% | 72 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -7.6% | 61 | $14K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -68.9% | 75 | $13K |
| Bogart Wealth, LLC | 0.00% | Reduce -52.6% | 72 | $13K |
| Raffa Wealth Management, LLC | 0.00% | New | 69 | $12K |
| Key Financial Inc | 0.00% | No change | 67 | $12K |
| Hemington Wealth Management | 0.00% | Add +18.5% | 64 | $11K |
| Dogwood Wealth Management LLC | 0.01% | New | 59 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -36.6% | 59 | $11K |
| Arlington Trust Co LLC | 0.00% | No change | 56 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 53 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 50 | $9K |
| First Pacific Financial | 0.00% | Add +14.6% | 47 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 44 | $8K |
| SBI Securities Co., Ltd. | 0.00% | No change | 44 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +20.0% | 42 | $8K |
| Westend Capital Management, LLC | 0.00% | New | 41 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.6% | 40 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 38 | $7K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 42 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 35 | $7K |
| TD Capital Management LLC | 0.00% | No change | 35 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 35 | $6K |
| TD Private Client Wealth LLC | 0.00% | Reduce -38.2% | 34 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 29 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 29 | $5K |
| PFS Partners, LLC | 0.00% | New | 26 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 26 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 24 | $4K |
| NewSquare Capital LLC | 0.00% | Reduce -8.0% | 23 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 21 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -59.6% | 21 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -81.7% | 19 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 19 | $3K |
| Webster Bank, N. A. | 0.00% | New | 17 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 15 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 14 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 13 | $2K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -87.0% | 12 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 11 | $2K |
| High Note Wealth, LLC | 0.00% | New | 11 | $2K |
| Essential Partners LLC | 0.00% | — | 10 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 8 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 6 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 6 | $1K |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $900 |
| HFM Investment Advisors, LLC | 0.00% | Add +150.0% | 5 | $900 |
| Creative Financial Designs Inc. | 0.00% | Reduce -80.0% | 5 | $900 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $900 |
| Morse Asset Management, Inc | 0.00% | New | 4 | $720 |
| Bare Financial Services, Inc | 0.00% | New | 4 | $720 |
| Raleigh Capital Management Inc. | 0.00% | New | 3 | $542 |
| Sachetta, LLC | 0.00% | No change | 3 | $540 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $540 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $539 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $360 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $360 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $360 |
| Total Investment Management Inc. | 0.00% | New | 1 | $188 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $180 |
| Rothschild Investment LLC | 0.00% | Reduce -50.0% | 1 | $180 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $180 |
| Activest Wealth Management | 0.00% | Reduce -94.1% | 1 | $180 |
| Stephens Consulting, LLC | 0.00% | New | 1 | $180 |
| Avion Wealth | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.