Houlihan LokeyHLI
13F holders, Q3 2025 (September 30)552holders +3
72new positions
61sold out
8famous investors
$200.88avg. 13F price*
At the end of Q3 2025, 552 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 3 from Q2 2025. 72 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($1.1B) and Kayne Anderson Rudnick Investment Management LLC ($599.9M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $72.9M |
| Exits | 61 | $111.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,105,474 shares bought and 4,388,154 shares sold, net −282,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 552 holders
| BlackRock, Inc. | 0.02% | Reduce -3.1% | 5,510,709 | $1.1B |
| Vanguard Group Inc. | 0.02% | Add +0.3% | 5,305,182 | $1.1B |
| Kayne Anderson Rudnick Investment Management LLC | 1.46% | Reduce -2.8% | 2,921,874 | $599.9M |
| Earnest Partners LLC | 2.16% | Reduce -2.1% | 2,421,133 | $497.1M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,715,003 | $352.1M |
| FMR LLC | 0.02% | Reduce -11.9% | 1,434,939 | $294.6M |
| Wellington Management Group LLP | 0.05% | Reduce -5.9% | 1,372,703 | $281.8M |
| Geode Capital Management, LLC | 0.02% | Add +28.1% | 1,333,792 | $273.9M |
| Burgundy Asset Management Ltd. | 2.29% | Reduce -0.5% | 1,219,617 | $243.0M |
| Baron Capital (BAMCO) | 0.62% | Reduce -1.4% | 1,130,190 | $232.1M |
| Bank of America Corp. | 0.02% | Reduce -4.0% | 1,000,180 | $205.4M |
| Capital Research Global Investors | 0.04% | Add +19.7% | 956,441 | $196.4M |
| Raymond James Financial Inc. | 0.06% | Reduce -3.7% | 841,949 | $172.9M |
| Invesco Ltd. | 0.03% | Reduce -2.3% | 827,525 | $169.9M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -23.7% | 803,143 | $164.9M |
| Fiduciary Management Inc. | 1.55% | Reduce -0.5% | 747,832 | $153.5M |
| Sei Investments Co. | 0.16% | Add +4.0% | 717,952 | $147.4M |
| Thrivent Financial for Lutherans | 0.30% | Add +75.6% | 713,494 | $146.5M |
| Neuberger Berman Group LLC | 0.10% | Reduce -2.4% | 665,736 | $136.7M |
| Jennison Associates LLC | 0.07% | Add +25.4% | 589,093 | $121.0M |
| Clearbridge Investments, LLC | 0.09% | Reduce -1.2% | 572,763 | $117.6M |
| Capital International Investors | 0.02% | Reduce -28.5% | 570,904 | $117.2M |
| Morgan Stanley | 0.01% | Reduce -10.3% | 559,284 | $114.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 536,488 | $110.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.9% | 521,892 | $107.2M |
| Champlain Investment Partners, LLC | 0.79% | Reduce -6.4% | 511,281 | $105.0M |
| Bank of New York Mellon Corp | 0.02% | Add +2.8% | 488,305 | $100.3M |
| Alliancebernstein L.P. | 0.03% | Reduce -5.7% | 460,665 | $94.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.1% | 452,409 | $92.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -29.2% | 417,543 | $85.7M |
| Wells Fargo & Company | 0.02% | Reduce -2.5% | 408,334 | $83.8M |
| Westfield Capital Management Co. LP | 0.35% | Add +17.6% | 406,306 | $83.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -8.0% | 405,890 | $83.3M |
| Handelsbanken Fonder AB | 0.26% | Add +14.3% | 398,458 | $81.8M |
| First Trust Advisors LP | 0.06% | Reduce -3.4% | 393,109 | $80.7M |
| Van Berkom & Associates Inc. | 2.24% | Reduce -5.0% | 376,692 | $77.3M |
| Congress Asset Management Co. | 0.51% | Reduce -14.3% | 375,300 | $77.1M |
| Royal Bank of Canada | 0.01% | Add +110.5% | 368,600 | $75.7M |
| GW&K Investment Management, LLC | 0.62% | Reduce -11.4% | 342,641 | $70.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +766.8% | 329,448 | $67.6M |
| Natixis Advisors, LLC | 0.10% | Reduce -7.1% | 325,374 | $66.8M |
| Macquarie Group Ltd. | 0.07% | Add +135.3% | 312,267 | $64.1M |
| UBS Group AG | 0.01% | Add +9.2% | 282,751 | $58.1M |
| Ancora Advisors LLC | 1.14% | Reduce -1.6% | 276,828 | $56.8M |
| Franklin Resources Inc. | 0.01% | Add +5.1% | 266,527 | $54.7M |
| Fiera Capital Corp | 0.18% | Reduce -2.2% | 265,815 | $54.6M |
| Woodley Farra Manion Portfolio Management Inc. | 2.52% | Reduce -6.7% | 260,196 | $53.4M |
| HighTower Advisors, LLC | 0.06% | Add +5.4% | 247,785 | $50.9M |
| Schroder Investment Management Group | 0.04% | Reduce -1.8% | 243,107 | $50.1M |
| Argent Capital Management LLC | 1.35% | Add +0.1% | 241,712 | $49.6M |
| AQR Capital Management | 0.03% | Add +77.9% | 234,024 | $48.0M |
| Barclays PLC | 0.02% | Add +74.2% | 229,075 | $47.0M |
| Eventide Asset Management, LLC | 0.74% | Add +12.8% | 220,048 | $45.2M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -24.0% | 208,513 | $42.8M |
| Barlow Wealth Partners, LLC | 4.39% | Reduce -1.2% | 203,133 | $39.4M |
| Renaissance Group LLC | 1.44% | Reduce -1.8% | 186,182 | $38.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -0.9% | 176,548 | $36.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.0% | 174,695 | $35.9M |
| Caisse de depot et placement du Quebec | 0.06% | Add +411.1% | 170,617 | $35.0M |
| GMO | 0.10% | Reduce -29.9% | 168,550 | $34.6M |
| Flputnam Investment Management Co. | 0.51% | Add +1.9% | 166,996 | $34.3M |
| Renaissance Technologies | 0.04% | Reduce -31.1% | 162,700 | $33.4M |
| Brown Advisory Inc. | 0.04% | Reduce -4.5% | 160,770 | $33.0M |
| Rhumbline Advisers | 0.03% | Reduce -5.0% | 155,459 | $31.9M |
| Public Employees Retirement Association of Colorado | 0.11% | Reduce -12.9% | 146,251 | $30.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -34.6% | 145,135 | $29.8M |
| New York State Common Retirement Fund | 0.04% | Reduce -3.6% | 139,540 | $28.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 120,603 | $24.8M |
| GHP Investment Advisors, Inc. | 1.03% | Reduce -0.4% | 118,985 | $24.4M |
| Janus Henderson Group PLC | 0.01% | Add +69.0% | 116,033 | $23.8M |
| Nuveen, LLC | 0.01% | Add +6.3% | 115,493 | $23.7M |
| Citigroup Inc. | 0.02% | Reduce -4.1% | 109,057 | $22.4M |
| Fenimore Asset Management Inc | 0.44% | Add +2.2% | 106,473 | $21.9M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 105,945 | $21.8M |
| LPL Financial LLC | 0.01% | Add +7.5% | 105,248 | $21.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -78.6% | 104,613 | $21.5M |
| Swiss National Bank | 0.01% | Add +1.1% | 104,236 | $21.4M |
| Amundi | 0.01% | Reduce -35.7% | 107,840 | $21.2M |
| California Public Employees Retirement System | 0.01% | Add +4.3% | 100,714 | $20.7M |
| Alps Advisors Inc. | 0.11% | Reduce -23.4% | 97,639 | $20.0M |
| Millennium Management | 0.02% | Reduce -18.3% | 93,481 | $19.2M |
| Montanaro Asset Management Ltd | 4.56% | Add +9.9% | 89,000 | $18.3M |
| AXA Investment Managers S.A. | 0.05% | — | 84,663 | $17.4M |
| Segall Bryant & Hamill, LLC | 0.23% | Add +2.5% | 84,027 | $17.3M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 81,201 | $16.7M |
| Prudential Financial Inc. | 0.02% | Add +57.0% | 76,701 | $15.7M |
| PineStone Asset Management Inc. | 0.10% | No change | 74,495 | $15.3M |
| Citadel Advisors | 0.01% | Reduce -26.7% | 72,265 | $14.8M |
| Wealth High Governance Capital Ltda | 4.25% | Add +45.2% | 72,000 | $14.8M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -43.2% | 71,814 | $14.7M |
| Nordea Investment Management AB | 0.01% | Reduce -4.3% | 71,255 | $14.6M |
| Whittier Trust Co. | 0.16% | Add +1.8% | 71,052 | $14.3M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.0% | 65,735 | $13.5M |
| Aptus Capital Advisors, LLC | 0.12% | Add +15.3% | 65,603 | $13.5M |
| Natixis | 0.07% | New | 62,660 | $12.9M |
| Prana Capital Management, LP | 0.42% | Add +597.1% | 61,549 | $12.6M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -15.9% | 57,841 | $11.9M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -1.5% | 57,530 | $11.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.81% | Reduce -2.7% | 54,107 | $11.1M |
| Public Employees Retirement System of Ohio | 0.04% | Add +2.1% | 53,714 | $11.0M |
| Royce & Associates LP | 0.11% | Reduce -28.5% | 53,242 | $10.9M |
| Acadian Asset Management LLC | 0.02% | New | 51,633 | $10.6M |
| Osaic Holdings, Inc. | 0.01% | Add +393.1% | 50,586 | $10.3M |
| STRS Ohio | 0.04% | No change | 49,993 | $10.3M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 49,931 | $10.3M |
| Comerica Bank | 0.04% | Add +8.7% | 49,155 | $10.1M |
| BW Gestao de Investimentos Ltda. | 0.75% | Add +57.9% | 48,000 | $9.9M |
| Van Eck Associates Corp. | 0.01% | Add +1.4% | 45,319 | $9.3M |
| King Luther Capital Management Corp. | 0.04% | Add +639.9% | 44,578 | $9.2M |
| Teacher Retirement System of Texas | 0.04% | Add +115.8% | 43,541 | $8.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.5% | 42,954 | $8.9M |
| Bank of Montreal | 0.00% | Add +94.2% | 42,486 | $8.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.5% | 40,034 | $8.2M |
| Man Group plc | 0.02% | Reduce -9.9% | 39,238 | $8.1M |
| Hantz Financial Services, Inc. | 0.12% | Reduce -16.3% | 38,271 | $7.9M |
| Whittier Trust Co. of Nevada Inc. | 0.16% | Add +0.5% | 37,747 | $7.6M |
| HSBC Holdings PLC | 0.00% | Reduce -13.6% | 35,718 | $7.3M |
| Squarepoint Ops LLC | 0.02% | New | 35,363 | $7.3M |
| FineMark National Bank & Trust | 0.23% | Reduce -1.9% | 34,414 | $7.1M |
| Geneos Wealth Management Inc. | 0.18% | Add +1.5% | 33,928 | $7.0M |
| Trexquant Investment LP | 0.07% | Reduce -62.8% | 32,894 | $6.8M |
| PDT Partners, LLC | 0.42% | Add +60.3% | 32,615 | $6.7M |
| Capital Fund Management S.A. | 0.06% | Reduce -9.7% | 31,680 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -2.0% | 30,547 | $6.3M |
| American Century Companies Inc. | 0.00% | Add +32.4% | 29,775 | $6.1M |
| NewEdge Advisors, LLC | 0.03% | Add +0.8% | 29,569 | $6.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -22.7% | 29,256 | $6.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.3% | 28,917 | $5.9M |
| Horizon Investments, LLC | 0.08% | Add +45.6% | 28,586 | $5.9M |
| Walled Lake Planning & Wealth Management, LLC | 1.89% | Reduce -4.9% | 27,977 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -14.5% | 27,572 | $5.7M |
| Atom Investors LP | 0.43% | New | 27,386 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.2% | 28,844 | $5.6M |
| Pier Capital, LLC | 0.87% | Reduce -2.5% | 27,106 | $5.6M |
| Dorsey Wright & Associates | 1.23% | Add +4.7% | 26,869 | $5.5M |
| Amalgamated Bank | 0.04% | Add +2.1% | 26,819 | $5.5M |
| Triasima Portfolio Management inc. | 0.83% | Add +24.6% | 26,795 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +40.5% | 26,089 | $5.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -16.3% | 25,300 | $5.2M |
| Harbor Advisors LLC | 0.79% | No change | 25,000 | $5.1M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.8% | 24,312 | $5.0M |
| Empowered Funds, LLC | 0.05% | Add +4.2% | 24,224 | $5.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +18.9% | 24,203 | $5.0M |
| Weil Company, Inc. | 1.15% | Reduce -0.8% | 23,282 | $4.8M |
| New York State Teachers Retirement System | 0.01% | No change | 23,104 | $4.7M |
| ING Groep NV | 0.03% | New | 22,600 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Add +7.2% | 22,160 | $4.5M |
| Chase Investment Counsel Corp. | 1.34% | Add +4.4% | 22,066 | $4.5M |
| US Bancorp \de | 0.01% | Reduce -5.7% | 21,891 | $4.5M |
| Tudor Investment Corporation | 0.03% | Reduce -62.9% | 21,180 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +1.4% | 21,009 | $4.3M |
| Tidal Investments LLC | 0.02% | Reduce -6.0% | 20,681 | $4.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 20,205 | $4.1M |
| Atria Investments, Inc | 0.05% | Reduce -1.2% | 19,557 | $4.0M |
| Daiwa Securities Group Inc. | 0.01% | Add +2.8% | 19,386 | $4.0M |
| Pinebridge Investments, L.P. | 0.03% | Add +48.1% | 19,308 | $4.0M |
| Dark Forest Capital Management LP | 0.15% | Reduce -19.9% | 19,258 | $4.0M |
| Bell Asset Management Ltd | 1.08% | Reduce -37.4% | 19,185 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -5.4% | 19,011 | $3.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.4% | 18,829 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.8% | 18,744 | $3.8M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -94.5% | 18,737 | $3.8M |
| Hilton Capital Management, LLC | 0.31% | Reduce -9.8% | 18,546 | $3.8M |
| Creative Planning | 0.00% | Add +121.3% | 18,488 | $3.8M |
| Regions Financial Corp. | 0.02% | Add +1.1% | 18,090 | $3.7M |
| Faithward Advisors, LLC | 0.55% | New | 17,935 | $3.7M |
| Fifth Third Bancorp | 0.01% | Reduce -5.4% | 17,881 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -5.3% | 17,866 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.9% | 17,475 | $3.6M |
| Vestcor Inc | 0.10% | Reduce -46.4% | 16,895 | $3.5M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -51.8% | 16,751 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.7% | 16,649 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 16,620 | $3.4M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -4.7% | 16,437 | $3.4M |
| Monument Capital Management | 0.84% | Reduce -1.2% | 16,333 | $3.4M |
| Caxton Associates LLP | 0.09% | New | 16,174 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +43.1% | 16,104 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +1.0% | 15,918 | $3.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -56.3% | 15,578 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.9% | 15,577 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +31.4% | 15,506 | $3.2M |
| &partners | 0.02% | Add +5.9% | 15,244 | $3.1M |
| Louisiana State Employees Retirement System | 0.05% | No change | 15,100 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.9% | 14,782 | $3.0M |
| Canada Pension Plan Investment Board | 0.00% | No change | 14,700 | $3.0M |
| Mariner, LLC | 0.00% | Add +10.4% | 14,504 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.8% | 14,323 | $2.9M |
| Bank of Nova Scotia | 0.01% | Reduce -79.0% | 13,990 | $2.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +1.0% | 13,954 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +8.0% | 13,855 | $2.8M |
| Grandeur Peak Global Advisors, LLC | 0.38% | Add +5.7% | 13,836 | $2.8M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -3.7% | 13,826 | $2.8M |
| State of Michigan Retirement System | 0.01% | No change | 12,900 | $2.6M |
| Bokf, NA | 0.04% | Add +88.9% | 12,744 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.9% | 12,119 | $2.5M |
| FJ Capital Management LLC | 0.26% | Reduce -1.8% | 11,860 | $2.4M |
| QRG Capital Management, Inc. | 0.03% | Add +112.7% | 11,607 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -3.0% | 11,468 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 11,200 | $2.3M |
| Cwm, LLC | 0.01% | Add +19.8% | 11,068 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.9% | 10,905 | $2.2M |
| Appleton Partners Inc. | 0.15% | New | 10,835 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.5% | 10,734 | $2.2M |
| Assetmark, Inc. | 0.00% | Reduce -0.1% | 10,655 | $2.2M |
| New Mexico Educational Retirement Board | 0.07% | No change | 10,600 | $2.2M |
| Cannell & Spears LLC | 0.04% | Reduce -1.0% | 10,504 | $2.2M |
| Gibbs Wealth Management | 0.48% | Add +51.4% | 10,379 | $2.1M |
| Intech Investment Management LLC | 0.02% | New | 10,018 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -80.3% | 9,905 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.9% | 9,825 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | New | 9,555 | $2.0M |
| Richard Bernstein Advisors LLC | 0.06% | Reduce -59.4% | 9,459 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -26.6% | 9,363 | $1.9M |
| Linden Thomas Advisory Services, LLC | 0.19% | Add +3.3% | 9,062 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.7% | 8,975 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 8,806 | $1.8M |
| Cinctive Capital Management LP | 0.09% | New | 8,517 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.0% | 8,508 | $1.7M |
| Crawford Investment Counsel Inc. | 0.03% | Reduce -10.6% | 8,470 | $1.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +27.2% | 8,205 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +3.6% | 8,113 | $1.7M |
| Stegent Equity Advisors, Inc. | 1.34% | Reduce -43.7% | 8,029 | $1.6M |
| Xponance LLC | 0.01% | Add +0.8% | 8,026 | $1.6M |
| Cim, LLC | 0.21% | New | 7,985 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.12% | Reduce -68.3% | 7,587 | $1.6M |
| Highland Capital Management, LLC | 0.08% | Reduce -5.9% | 7,584 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.7% | 7,512 | $1.5M |
| James Investment Research, Inc. | 0.17% | Add +17.6% | 7,456 | $1.5M |
| Voleon Capital Management LP | 0.04% | Reduce -51.0% | 7,436 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +50.1% | 7,365 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +1.8% | 7,267 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Add +52.3% | 7,235 | $1.5M |
| Jump Financial, LLC | 0.02% | Add +208.2% | 7,095 | $1.5M |
| Smith Group Asset Management, LLC | 0.08% | Reduce -3.3% | 7,080 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.5% | 7,027 | $1.4M |
| Strategic Wealth Investment Group, LLC | 0.12% | Add +3122.2% | 6,960 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Add +126.2% | 6,875 | $1.4M |
| Taylor Frigon Capital Management LLC | 0.69% | Add +1.8% | 6,794 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +4.2% | 6,702 | $1.4M |
| Norden Group LLC | 0.13% | Add +22.0% | 6,401 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -54.7% | 6,392 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +6.9% | 6,358 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +190.9% | 6,142 | $1.3M |
| Algert Global LLC | 0.02% | Reduce -11.1% | 6,026 | $1.2M |
| Intrust Bank NA | 0.10% | Reduce -0.8% | 5,956 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.7% | 5,945 | $1.2M |
| TD Asset Management Inc | 0.00% | No change | 5,900 | $1.2M |
| Resources Management Corp. /CT/ | 0.16% | No change | 5,845 | $1.2M |
| Mount Lucas Management LP | 0.53% | Reduce -7.0% | 5,681 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.15% | New | 1,121,832 | $1.2M |
| Connable Office Inc. | 0.11% | No change | 5,576 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -92.3% | 5,474 | $1.1M |
| Portside Wealth Group, LLC | 0.15% | Add +18.1% | 5,362 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +9.1% | 5,301 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Reduce -15.0% | 5,254 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.2% | 5,206 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +77.1% | 5,179 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.5% | 5,106 | $1.0M |
| GAMMA Investing LLC | 0.06% | Add +7.7% | 5,079 | $1.0M |
| Numerai GP LLC | 0.15% | Reduce -1.0% | 5,028 | $1.0M |
| Aquatic Capital Management LLC | 0.02% | Reduce -83.2% | 4,996 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -3.3% | 4,857 | $997K |
| Quantum Portfolio Management LLC | 0.29% | Add +47.0% | 4,691 | $963K |
| Commerce Bank | 0.01% | Add +6.9% | 4,630 | $951K |
| Mercer Global Advisors Inc. | 0.00% | Add +74.9% | 4,576 | $940K |
| Sowell Financial Services LLC | 0.04% | Add +1.2% | 4,571 | $939K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -16.9% | 4,546 | $933K |
| Bridges Investment Management Inc. | 0.01% | Reduce -1.0% | 4,443 | $912K |
| Ethic Inc. | 0.01% | Reduce -15.9% | 4,425 | $909K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 4,314 | $886K |
| Sendero Wealth Management, LLC | 0.10% | No change | 4,312 | $885K |
| Walleye Capital LLC | 0.01% | New | 4,224 | $867K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -37.7% | 4,220 | $866K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -15.9% | 4,202 | $863K |
| United Capital Financial Advisors, LLC | 0.01% | New | 4,113 | $844K |
| HRT Financial LP | 0.00% | New | 4,104 | $842K |
| Entropy Technologies, LP | 0.06% | Reduce -58.3% | 4,055 | $833K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.4% | 4,051 | $832K |
| Blue Trust, Inc. | 0.01% | Add +6.9% | 4,044 | $830K |
| Naples Global Advisors, LLC | 0.06% | Reduce -0.3% | 3,965 | $814K |
| VestGen Investment Management | 0.48% | Add +4.8% | 3,876 | $796K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.9% | 3,860 | $793K |
| Yorktown Management & Research Co Inc | 0.63% | No change | 3,850 | $790K |
| Brookstone Capital Management | 0.01% | Reduce -0.5% | 3,828 | $786K |
| Caprock Group, LLC | 0.02% | — | 3,924 | $782K |
| Guggenheim Capital LLC | 0.01% | Reduce -0.8% | 3,767 | $773K |
| Studio Investment Management LLC | 0.15% | Reduce -3.7% | 3,764 | $773K |
| Clifford Group, LLC | 0.60% | Reduce -6.5% | 3,763 | $773K |
| Alpine Woods Capital Investors, LLC | 0.18% | Reduce -0.2% | 3,740 | $768K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -32.1% | 3,653 | $750K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.7% | 3,595 | $738K |
| Alamea Verwaltungs GmbH | 0.50% | Reduce -0.1% | 3,593 | $738K |
| State of Wyoming | 0.08% | Reduce -10.1% | 3,584 | $736K |
| Keybank National Association | 0.00% | Reduce -2.8% | 3,573 | $734K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.0% | 3,490 | $716K |
| Los Angeles Capital Management LLC | 0.00% | No change | 3,332 | $684K |
| Two Sigma Advisers, LP | 0.00% | Reduce -41.1% | 3,300 | $678K |
| Diversified Trust Co. | 0.01% | Add +0.4% | 3,215 | $660K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -6.1% | 3,173 | $652K |
| Glenmede Investment Management, LP | 0.00% | Add +1.2% | 3,155 | $648K |
| Fiduciary Trust Co | 0.01% | Add +4.3% | 3,141 | $645K |
| Dynasty Wealth Management, LLC | 0.01% | Add +6.9% | 3,109 | $638K |
| D. E. Shaw & Co. | 0.00% | Reduce -37.5% | 3,094 | $635K |
| First Bank & Trust | 0.11% | No change | 3,054 | $627K |
| Axxcess Wealth Management, LLC | 0.01% | Add +4.7% | 2,937 | $603K |
| Quantbot Technologies LP | 0.02% | Reduce -76.3% | 2,921 | $600K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -5.8% | 2,872 | $590K |
| Baker Ellis Asset Management LLC | 0.07% | New | 2,869 | $589K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.4% | 2,860 | $587K |
| Utah Retirement Systems | 0.01% | No change | 2,859 | $587K |
| Vident Advisory, LLC | 0.01% | Add +5.5% | 2,834 | $582K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +12.4% | 2,817 | $580K |
| Harbor Investment Advisory, LLC | 0.05% | Add +5308.0% | 2,704 | $555K |
| Csenge Advisory Group | 0.03% | New | 2,698 | $554K |
| Maryland State Retirement & Pension System | 0.01% | Add +10.1% | 2,697 | $554K |
| OneAscent Investment Solutions LLC | 0.59% | Reduce -6.5% | 2,696 | $554K |
| Quadrant Capital Group LLC | 0.02% | Add +7.7% | 2,688 | $552K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -44.5% | 2,643 | $543K |
| Cynosure Group, LLC | 0.06% | No change | 2,544 | $522K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +5.3% | 2,527 | $519K |
| Wealth Alliance, LLC | 0.05% | Add +1.6% | 2,512 | $516K |
| Swiss Life Asset Management Ltd | 0.00% | Add +78.1% | 2,488 | $511K |
| Aster Capital Management (DIFC) Ltd | 0.25% | Reduce -77.5% | 2,449 | $503K |
| Private Advisor Group, LLC | 0.00% | Add +1.3% | 2,426 | $498K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.8% | 2,386 | $490K |
| Aviva PLC | 0.00% | Reduce -11.6% | 2,372 | $487K |
| Wealthcare Capital Partners, LLC | 0.22% | Add +0.3% | 2,316 | $476K |
| ProShare Advisors LLC | 0.00% | Reduce -3.0% | 2,313 | $475K |
| Optimize Financial Inc. | 0.24% | New | 2,290 | $470K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.9% | 2,288 | $470K |
| Jane Street Group, LLC | 0.00% | Reduce -97.5% | 2,273 | $467K |
| Vista Finance, LLC | 0.30% | No change | 2,228 | $457K |
| Transamerica Financial Advisors, LLC | 0.04% | New | 2,213 | $454K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.1% | 2,173 | $446K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,143 | $440K |
| J2 Capital Management Inc | 0.33% | Reduce -7.7% | 2,138 | $439K |
| Merit Financial Group, LLC | 0.00% | Reduce -10.0% | 2,113 | $434K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.0% | 2,100 | $431K |
| Round Rock Advisors LLC | 0.07% | New | 2,073 | $426K |
| Callan Family Office, LLC | 0.01% | Reduce -55.8% | 2,072 | $425K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -8.4% | 2,065 | $424K |
| Arax Advisory Partners | 0.01% | Add +3165.6% | 1,992 | $409K |
| Legacy Wealth Asset Management, LLC | 0.10% | Add +4.0% | 1,992 | $409K |
| Shelton Capital Management | 0.01% | No change | 1,924 | $395K |
| Benjamin Edwards Inc. | 0.00% | New | 1,915 | $393K |
| Rehmann Capital Advisory Group | 0.02% | Add +11.7% | 1,896 | $389K |
| Evergreen Capital Management LLC | 0.01% | New | 1,893 | $389K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -11.2% | 1,843 | $378K |
| AE Wealth Management LLC | 0.00% | Add +9.7% | 1,842 | $378K |
| Trajan Wealth LLC | 0.02% | Reduce -13.4% | 1,832 | $376K |
| Anb Bank | 0.15% | Reduce -1.7% | 1,830 | $376K |
| Mgo One Seven LLC | 0.01% | Reduce -3.4% | 1,828 | $375K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +1.3% | 1,806 | $371K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Add +22.4% | 1,787 | $367K |
| CI Investments Inc. | 0.00% | Reduce -10.4% | 1,773 | $364K |
| Evoke Wealth, LLC | 0.01% | Add +0.9% | 1,724 | $354K |
| Brown Miller Wealth Management, LLC | 0.10% | Add +10.5% | 1,720 | $353K |
| Sfmg, LLC | 0.02% | No change | 1,716 | $352K |
| American Trust | 0.03% | Reduce -12.5% | 1,680 | $345K |
| Bessemer Group Inc. | 0.00% | Add +11.4% | 1,670 | $343K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 1,668 | $342K |
| CIBC Asset Management Inc | 0.00% | No change | 1,644 | $338K |
| Atlatl Advisers LLC | 0.13% | Add +2.6% | 1,634 | $335K |
| IFP Advisors, Inc | 0.01% | Reduce -3.6% | 1,622 | $333K |
| OneAscent Wealth Management LLC | 0.11% | Add +3.0% | 1,619 | $332K |
| Serenus Wealth Advisors, LLC | 0.06% | No change | 1,610 | $331K |
| Wallace Advisory Group, LLC | 0.26% | Reduce -23.1% | 1,793 | $323K |
| KBC Group NV | 0.00% | Add +12.3% | 1,557 | $320K |
| NewEdge Wealth, LLC | 0.00% | No change | 1,778 | $319K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 1,550 | $318K |
| Engineers Gate Manager LP | 0.00% | Reduce -89.5% | 1,548 | $318K |
| Martingale Asset Management L P | 0.01% | Reduce -31.6% | 1,533 | $315K |
| Longboard Asset Management, LP | 0.48% | New | 1,458 | $299K |
| Riverwater Partners LLC | 0.12% | No change | 1,458 | $299K |
| FourThought Financial Partners, LLC | 0.03% | New | 1,453 | $298K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.7% | 1,443 | $296K |
| Arkadios Wealth Advisors | 0.01% | New | 1,440 | $296K |
| Global Retirement Partners, LLC | 0.01% | Add +15.6% | 1,412 | $290K |
| Scissortail Wealth Management, LLC | 0.06% | No change | 1,406 | $289K |
| UMB Bank, n.a. | 0.00% | Add +0.1% | 1,405 | $288K |
| PFW Advisors LLC | 0.09% | No change | 1,402 | $288K |
| Ritholtz Wealth Management | 0.01% | Add +0.9% | 1,391 | $286K |
| Okabena Investment Services Inc. | 0.06% | No change | 1,382 | $284K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -60.1% | 1,381 | $284K |
| Jefferies Financial Group Inc. | 0.00% | Add +8.8% | 1,378 | $283K |
| Forum Financial Management, LP | 0.00% | Add +20.3% | 1,372 | $282K |
| Infrastructure Capital Advisors, LLC | 0.05% | New | 1,572 | $282K |
| Covestor Ltd | 0.15% | Add +19.4% | 1,357 | $279K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -19.9% | 1,324 | $273K |
| Brown Brothers Harriman & Co. | 0.00% | Add +62.7% | 1,308 | $269K |
| Beirne Wealth Consulting Services, LLC | 0.06% | New | 1,305 | $268K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 1,281 | $263K |
| denkapparat Operations GmbH | 0.17% | New | 1,270 | $261K |
| Profund Advisors LLC | 0.01% | Add +1.9% | 1,270 | $261K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.4% | 1,263 | $259K |
| Vise Technologies, Inc. | 0.01% | Add +10.9% | 1,234 | $253K |
| Meeder Advisory Services, Inc. | 0.01% | Add +2.1% | 1,233 | $253K |
| OneAscent Family Office, LLC | 0.21% | Add +2.9% | 1,228 | $252K |
| Blair William & Co. | 0.00% | New | 1,223 | $251K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -4.3% | 1,214 | $249K |
| Impact Capital Partners LLC | 0.07% | Reduce -1.5% | 1,203 | $247K |
| Fourth Dimension Wealth, LLC | 0.09% | Add +33.4% | 1,198 | $246K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.3% | 1,191 | $245K |
| Strategy Asset Managers LLC | 0.04% | Reduce -3.8% | 1,189 | $244K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,183 | $243K |
| Smartleaf Asset Management LLC | 0.01% | Add +9.6% | 1,175 | $242K |
| Independent Advisor Alliance | 0.01% | Add +3.2% | 1,177 | $242K |
| Verition Fund Management LLC | 0.00% | Reduce -86.7% | 1,173 | $241K |
| HB Wealth Management, LLC | 0.00% | New | 1,167 | $240K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -1.7% | 1,150 | $236K |
| Motley Fool Asset Management LLC | 0.01% | Add +1.4% | 1,146 | $235K |
| Moody Aldrich Partners LLC | 0.04% | New | 1,144 | $235K |
| Choreo, LLC | 0.00% | New | 1,142 | $234K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -18.8% | 1,285 | $229K |
| Steph & Co. | 0.07% | Add +3.1% | 1,113 | $229K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,110 | $228K |
| Principal Securities, Inc. | 0.00% | Reduce -0.5% | 1,107 | $227K |
| Woodward Diversified Capital, LLC | 0.11% | New | 1,100 | $226K |
| Huntington National Bank | 0.00% | Add +3.4% | 1,096 | $225K |
| Lido Advisors, LLC | 0.00% | New | 1,081 | $222K |
| LBMC Investment Advisors, LLC | 0.01% | New | 1,068 | $219K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,066 | $219K |
| Advyzon Investment Management, LLC | 0.04% | New | 1,059 | $217K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,113 | $213K |
| Harvest Investment Services, LLC | 0.04% | Reduce -9.4% | 1,032 | $212K |
| Townsquare Capital LLC | 0.03% | Reduce -75.3% | 1,032 | $212K |
| FLC Capital Advisors | 0.04% | New | 1,031 | $212K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,011 | $208K |
| Premier Fund Managers Ltd | 0.01% | New | 1,003 | $207K |
| Allworth Financial LP | 0.00% | Add +13.3% | 1,005 | $206K |
| Parallel Advisors, LLC | 0.00% | Add +24.2% | 985 | $202K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -45.5% | 982 | $202K |
| Synergy Financial Group, LTD | 0.14% | New | 975 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.9% | 956 | $196K |
| Bayforest Capital Ltd | 0.09% | Reduce -82.8% | 895 | $184K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -4.7% | 858 | $176K |
| Walleye Trading LLC | 0.00% | Reduce -85.8% | 753 | $155K |
| MAI Capital Management | 0.00% | Add +93.8% | 713 | $146K |
| Signaturefd, LLC | 0.00% | Add +14.8% | 659 | $135K |
| Virtus Advisers, LLC | 0.07% | New | 650 | $133K |
| Mather Group, Llc. | 0.00% | New | 624 | $128K |
| Park Place Capital Corp | 0.02% | Reduce -25.5% | 547 | $112K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 500 | $103K |
| Wealthspire Advisors, LLC | 0.00% | New | 481 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.5% | 467 | $96K |
| Anchor Investment Management, LLC | 0.01% | No change | 450 | $92K |
| Eastern Bank | 0.00% | No change | 400 | $82K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +809.1% | 400 | $82K |
| Clearstead Advisors, LLC | 0.00% | Reduce -86.9% | 398 | $82K |
| AlphaQuest LLC | 0.01% | Reduce -78.8% | 394 | $81K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.8% | 386 | $79K |
| Versant Capital Management, Inc | 0.01% | Reduce -7.4% | 376 | $77K |
| Ameriflex Group, Inc. | 0.03% | Add +174.2% | 362 | $74K |
| Emerald Advisers, LLC | 0.00% | No change | 345 | $71K |
| Rothschild Investment LLC | 0.00% | Add +32400.0% | 325 | $67K |
| Parkside Financial Bank & Trust | 0.00% | Add +136.9% | 308 | $63K |
| TCTC Holdings, LLC | 0.00% | No change | 232 | $48K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -9.6% | 217 | $45K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.5% | 215 | $44K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +6.0% | 212 | $44K |
| Cornerstone Planning Group LLC | 0.01% | Add +179.2% | 201 | $40K |
| Trust Co. of Toledo NA | 0.00% | No change | 191 | $39K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $35K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 169 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -20.7% | 169 | $35K |
| Clark Wealth Partners | 0.02% | Reduce -34.2% | 181 | $32K |
| Root Financial Partners, LLC | 0.00% | New | 151 | $31K |
| Westside Investment Management, Inc. | 0.00% | Add +64.4% | 148 | $30K |
| FWL Investment Management, LLC | 0.01% | No change | 138 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.7% | 136 | $28K |
| Painted Porch Advisors LLC | 0.01% | No change | 131 | $27K |
| Golden State Wealth Management, LLC | 0.00% | No change | 127 | $26K |
| Alpine Bank Wealth Management | 0.00% | No change | 117 | $24K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 116 | $24K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 115 | $24K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +197.4% | 113 | $23K |
| Optiver Holding B.V. | 0.00% | Reduce -36.4% | 112 | $23K |
| Fortitude Family Office, LLC | 0.01% | No change | 109 | $22K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 105 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $21K |
| Quent Capital, LLC | 0.00% | New | 102 | $21K |
| Danske Bank A/S | 0.00% | No change | 100 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Add +376.2% | 100 | $21K |
| Clayton Financial Group LLC | 0.01% | New | 98 | $20K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 91 | $19K |
| Essential Partners LLC | 0.01% | Add +800.0% | 90 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.4% | 88 | $18K |
| Spire Wealth Management | 0.00% | No change | 78 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 75 | $15K |
| Dogwood Wealth Management LLC | 0.01% | Add +23.7% | 73 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 72 | $15K |
| Hemington Wealth Management | 0.00% | Add +10.9% | 71 | $14K |
| Westfuller Advisors, LLC | 0.01% | New | 66 | $14K |
| Key Financial Inc | 0.00% | No change | 67 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 59 | $12K |
| Arlington Trust Co LLC | 0.00% | No change | 56 | $11K |
| Accent Capital Management, LLC | 0.00% | New | 50 | $10K |
| Simplex Trading, LLC | 0.00% | New | 49 | $10K |
| First Pacific Financial | 0.00% | No change | 47 | $10K |
| Millstone Evans Group, LLC | 0.01% | New | 46 | $9K |
| Main Street Group, LTD | 0.00% | New | 45 | $9K |
| Morse Asset Management, Inc | 0.00% | Add +1025.0% | 45 | $9K |
| Asset Dedication, LLC | 0.00% | New | 44 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.8% | 44 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.5% | 42 | $9K |
| Westend Capital Management, LLC | 0.00% | No change | 41 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 40 | $8K |
| Salomon & Ludwin, LLC | 0.00% | New | 40 | $8K |
| TD Capital Management LLC | 0.00% | No change | 35 | $7K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 35 | $7K |
| TD Private Client Wealth LLC | 0.00% | No change | 34 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -74.6% | 30 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 29 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 29 | $6K |
| PFS Partners, LLC | 0.00% | No change | 26 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 26 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 26 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 24 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 21 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 19 | $4K |
| Montag A & Associates Inc. | 0.00% | New | 18 | $4K |
| Marquette Asset Management, LLC | 0.00% | New | 15 | $3K |
| True Wealth Design, LLC | 0.00% | Add +27.3% | 14 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 14 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 14 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -99.2% | 10 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 12 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 8 | $2K |
| West Branch Capital LLC | 0.00% | New | 7 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 6 | $1K |
| Binnacle Investments Inc | 0.00% | New | 5 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $1K |
| Tortoise Investment Management, LLC | 0.00% | Add +150.0% | 5 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 5 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $822 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $821 |
| Bare Financial Services, Inc | 0.00% | No change | 4 | $821 |
| Sachetta, LLC | 0.00% | No change | 3 | $616 |
| Breakwater Investment Management | 0.00% | New | 3 | $616 |
| Heartwood Wealth Advisors LLC | 0.00% | New | 3 | $616 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 3 | $602 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $411 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $206 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $206 |
| New Millennium Group LLC | 0.00% | New | 1 | $205 |
| Activest Wealth Management | 0.00% | No change | 1 | $205 |
| Avion Wealth | 0.00% | Add +100.0% | 4 | $0 |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.