Houlihan LokeyHLI
13F holders, Q4 2025 (December 31)578holders +26
78new positions
73sold out
10famous investors
$170.73avg. 13F price*
At the end of Q4 2025, 578 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, up 26 from Q3 2025. 78 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($915.7M), BlackRock, Inc. ($913.0M) and Kayne Anderson Rudnick Investment Management LLC ($483.0M). 10 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Houlihan Lokey Inc.
- CUSIP
- 441593100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $141.6M |
| Exits | 73 | $134.0M |
All 13F filers, Q3 2025 → Q4 2025: 5,014,295 shares bought and 4,589,464 shares sold, net +424,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 578 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 5,256,736 | $915.7M |
| BlackRock, Inc. | 0.02% | Reduce -4.9% | 5,241,321 | $913.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.30% | Reduce -5.1% | 2,772,807 | $483.0M |
| Earnest Partners LLC | 1.71% | Reduce -5.3% | 2,291,511 | $399.2M |
| Royal Bank of Canada | 0.05% | Add +362.1% | 1,703,369 | $296.7M |
| State Street Corp. | 0.01% | Reduce -0.7% | 1,703,295 | $296.7M |
| Geode Capital Management, LLC | 0.02% | Add +6.3% | 1,418,549 | $247.1M |
| Wellington Management Group LLP | 0.04% | Reduce -6.5% | 1,283,813 | $223.6M |
| Bank of Montreal | 0.09% | Add +2723.2% | 1,199,459 | $208.9M |
| FMR LLC | 0.01% | Reduce -21.6% | 1,125,462 | $196.0M |
| Baron Capital (BAMCO) | 0.53% | Reduce -0.6% | 1,123,951 | $195.8M |
| Capital Research Global Investors | 0.03% | Add +0.6% | 962,263 | $167.6M |
| Bank of America Corp. | 0.01% | Reduce -4.6% | 953,840 | $166.1M |
| Raymond James Financial Inc. | 0.04% | Reduce -5.4% | 796,361 | $139.8M |
| Invesco Ltd. | 0.01% | Reduce -8.0% | 760,961 | $132.6M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -0.7% | 708,847 | $123.5M |
| Fiduciary Management Inc. | 1.34% | Reduce -6.8% | 697,293 | $121.5M |
| Sei Investments Co. | 0.12% | Reduce -4.0% | 688,906 | $120.0M |
| Norges Bank | 0.01% | — | 662,940 | $115.5M |
| Neuberger Berman Group LLC | 0.08% | Reduce -5.5% | 628,778 | $109.5M |
| Jennison Associates LLC | 0.06% | Reduce -0.2% | 587,767 | $102.4M |
| Clearbridge Investments, LLC | 0.08% | Reduce -0.7% | 568,883 | $99.1M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 550,308 | $95.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.4% | 544,862 | $94.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.6% | 535,337 | $93.3M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Reduce -33.6% | 533,456 | $92.9M |
| Westfield Capital Management Co. LP | 0.38% | Add +28.0% | 520,002 | $90.6M |
| Northern Trust Corp. | 0.01% | Reduce -5.0% | 509,671 | $88.8M |
| Champlain Investment Partners, LLC | 0.81% | Reduce -10.2% | 459,100 | $80.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.1% | 424,253 | $73.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 422,344 | $73.6M |
| First Trust Advisors LP | 0.05% | Add +3.8% | 408,038 | $71.1M |
| Wells Fargo & Company | 0.01% | Reduce -3.5% | 393,901 | $68.6M |
| Nomura Asset Management International Inc. | 0.10% | — | 386,908 | $67.4M |
| AQR Capital Management | 0.03% | Add +62.1% | 379,478 | $66.1M |
| Van Berkom & Associates Inc. | 1.90% | Add +0.2% | 377,378 | $65.7M |
| GW&K Investment Management, LLC | 0.54% | Add +4.0% | 356,255 | $62.1M |
| Fiera Capital Corp | 0.19% | Add +32.6% | 352,579 | $61.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -23.6% | 352,138 | $61.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -15.4% | 343,414 | $59.8M |
| Natixis Advisors, LLC | 0.08% | Add +0.1% | 325,664 | $56.7M |
| Handelsbanken Fonder AB | 0.17% | Reduce -21.3% | 313,458 | $54.6M |
| Capital International Investors | 0.01% | Reduce -45.1% | 313,232 | $54.6M |
| Ancora Advisors LLC | 1.01% | Add +1.2% | 280,261 | $48.8M |
| Congress Asset Management Co. | 0.33% | Reduce -28.9% | 266,656 | $46.4M |
| Woodley Farra Manion Portfolio Management Inc. | 2.14% | Reduce -1.1% | 257,463 | $44.8M |
| Franklin Resources Inc. | 0.01% | Reduce -10.1% | 239,674 | $41.7M |
| UBS Group AG | 0.01% | Reduce -16.1% | 237,228 | $41.3M |
| Argent Capital Management LLC | 1.17% | Reduce -2.3% | 236,095 | $41.1M |
| Eventide Asset Management, LLC | 0.64% | Add +6.5% | 234,404 | $40.9M |
| Caisse de depot et placement du Quebec | 0.07% | Add +37.2% | 234,047 | $40.8M |
| Schroder Investment Management Group | 0.03% | Reduce -7.3% | 225,385 | $39.6M |
| HighTower Advisors, LLC | 0.04% | Reduce -10.1% | 222,857 | $38.8M |
| Barlow Wealth Partners, LLC | 4.01% | Add +0.6% | 204,387 | $37.2M |
| Ameriprise Financial Inc. | 0.01% | Add +93.0% | 201,864 | $35.2M |
| Renaissance Group LLC | 1.29% | Reduce -0.6% | 185,020 | $32.2M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -16.5% | 174,016 | $30.3M |
| Flputnam Investment Management Co. | 0.43% | Add +2.5% | 171,246 | $29.8M |
| Janus Henderson Group PLC | 0.01% | Add +39.8% | 162,168 | $28.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -51.2% | 160,825 | $28.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 158,530 | $27.6M |
| Rhumbline Advisers | 0.02% | Add +1.2% | 157,343 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.9% | 153,662 | $26.8M |
| D. E. Shaw & Co. | 0.02% | Add +4691.2% | 148,240 | $25.8M |
| Public Employees Retirement Association of Colorado | 0.09% | No change | 146,251 | $25.5M |
| Brown Advisory Inc. | 0.03% | Reduce -12.3% | 140,942 | $24.6M |
| Tudor Investment Corporation | 0.13% | Add +499.5% | 126,977 | $22.1M |
| Fenimore Asset Management Inc | 0.45% | Add +16.1% | 123,672 | $21.5M |
| Barclays PLC | 0.01% | Reduce -46.4% | 122,900 | $21.4M |
| GHP Investment Advisors, Inc. | 0.85% | Reduce -0.1% | 118,845 | $20.7M |
| Nuveen, LLC | 0.01% | Add +2.9% | 118,820 | $20.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.9% | 117,096 | $20.4M |
| LPL Financial LLC | 0.01% | Add +9.7% | 115,453 | $20.1M |
| Point72 Asset Management | 0.03% | New | 115,238 | $20.1M |
| Walleye Capital LLC | 0.12% | Add +2626.0% | 115,148 | $20.1M |
| Millennium Management | 0.01% | Add +16.5% | 108,927 | $19.0M |
| Swiss National Bank | 0.01% | Add +2.9% | 107,236 | $18.7M |
| California Public Employees Retirement System | 0.01% | Add +3.2% | 103,943 | $18.1M |
| GMO | 0.04% | Reduce -40.9% | 99,580 | $17.3M |
| Montanaro Asset Management Ltd | 4.74% | Add +9.7% | 97,650 | $17.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -31.8% | 95,225 | $16.6M |
| Alps Advisors Inc. | 0.09% | Reduce -5.0% | 92,789 | $16.2M |
| Citigroup Inc. | 0.01% | Reduce -19.2% | 88,080 | $15.3M |
| Segall Bryant & Hamill, LLC | 0.21% | Add +4.7% | 87,982 | $15.3M |
| ArrowMark Colorado Holdings LLC | 0.33% | New | 86,601 | $15.1M |
| Legal & General Group Plc | 0.00% | Reduce -18.6% | 86,209 | $15.0M |
| Interval Partners, LP | 0.35% | New | 84,954 | $14.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +20325.4% | 78,842 | $13.7M |
| Jain Global LLC | 0.14% | New | 76,453 | $13.3M |
| Whittier Trust Co. | 0.14% | Reduce -0.2% | 70,928 | $13.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.9% | 74,633 | $13.0M |
| PineStone Asset Management Inc. | 0.08% | No change | 74,495 | $13.0M |
| Stifel Financial Corp. | 0.01% | Reduce -10.1% | 73,033 | $12.7M |
| Atwood & Palmer Inc. | 0.69% | New | 69,960 | $12.2M |
| Citadel Advisors | 0.01% | Reduce -7.2% | 67,083 | $11.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +0.4% | 65,889 | $11.5M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.5% | 65,426 | $11.4M |
| Wealth High Governance Asset Management Ltda. | 1.90% | — | 61,026 | $10.6M |
| Jane Street Group, LLC | 0.01% | Add +2430.6% | 57,521 | $10.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 2.46% | Reduce -3.7% | 52,129 | $9.9M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -4.6% | 54,901 | $9.6M |
| ExodusPoint Capital Management, LP | 0.10% | Add +222.5% | 54,025 | $9.4M |
| Nordea Investment Management AB | 0.01% | Reduce -25.4% | 53,126 | $9.3M |
| California State Teachers Retirement System | 0.01% | Add +2.9% | 51,376 | $8.9M |
| Campbell & CO Investment Adviser LLC | 0.42% | New | 50,502 | $8.8M |
| STRS Ohio | 0.03% | Add +0.0% | 49,996 | $8.7M |
| Teacher Retirement System of Texas | 0.03% | Add +14.0% | 49,619 | $8.6M |
| Van Eck Associates Corp. | 0.01% | Add +7.5% | 48,702 | $8.5M |
| Royce & Associates LP | 0.09% | Reduce -9.3% | 48,301 | $8.4M |
| SG Americas Securities, LLC | 0.01% | Add +1140.8% | 47,894 | $8.3M |
| King Luther Capital Management Corp. | 0.03% | Add +4.4% | 46,524 | $8.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -16.7% | 44,722 | $7.8M |
| Pier Capital, LLC | 1.22% | Add +62.3% | 44,000 | $7.7M |
| Boston Partners | 0.01% | New | 43,930 | $7.7M |
| Grandeur Peak Global Advisors, LLC | 0.97% | Add +198.9% | 41,361 | $7.2M |
| Man Group plc | 0.01% | Add +5.3% | 41,311 | $7.2M |
| Whittier Trust Co. of Nevada Inc. | 0.15% | Add +0.9% | 38,100 | $7.0M |
| Robinhood Asset Management, LLC | 0.55% | — | 39,395 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 39,067 | $6.8M |
| Wealth High Governance Capital Ltda | 1.99% | Reduce -45.9% | 38,974 | $6.8M |
| BW Gestao de Investimentos Ltda. | 0.24% | Reduce -18.8% | 38,974 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.6% | 38,827 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -52.2% | 36,692 | $6.5M |
| Deutsche Bank AG | 0.00% | Add +263.8% | 36,029 | $6.3M |
| FineMark National Bank & Trust | 0.19% | Add +0.1% | 34,466 | $6.0M |
| Thomas Story & Son LLC | 2.23% | New | 34,375 | $6.0M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -1.2% | 33,516 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -42.1% | 33,495 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -34.7% | 33,033 | $5.8M |
| Trexquant Investment LP | 0.05% | Reduce -3.7% | 31,685 | $5.5M |
| New Age Alpha Advisors, LLC | 0.23% | Add +169.1% | 30,856 | $5.4M |
| Transamerica Financial Advisors, LLC | 0.45% | Add +1288.7% | 30,731 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.1% | 28,878 | $5.3M |
| Hantz Financial Services, Inc. | 0.08% | Reduce -21.4% | 30,066 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +10.1% | 28,733 | $5.0M |
| Dorsey Wright & Associates | 1.07% | Add +4.7% | 28,123 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -8.1% | 28,070 | $4.9M |
| Walled Lake Planning & Wealth Management, LLC | 1.54% | Add +0.1% | 28,000 | $4.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 27,924 | $4.9M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.5% | 27,624 | $4.8M |
| Tidal Investments LLC | 0.02% | Add +30.3% | 26,946 | $4.7M |
| Amundi | 0.00% | Reduce -75.1% | 26,837 | $4.7M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +40.8% | 26,379 | $4.6M |
| HSBC Holdings PLC | 0.00% | Reduce -28.1% | 25,676 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.9% | 25,110 | $4.4M |
| Harbor Advisors LLC | 0.65% | No change | 25,000 | $4.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -1.3% | 24,969 | $4.3M |
| Amalgamated Bank | 0.03% | Reduce -7.4% | 24,844 | $4.3M |
| PDT Partners, LLC | 0.28% | Reduce -24.0% | 24,781 | $4.3M |
| Comerica Bank | 0.02% | Reduce -50.9% | 24,154 | $4.2M |
| Creative Planning | 0.00% | Add +30.6% | 24,150 | $4.2M |
| &partners | 0.02% | Add +53.1% | 23,339 | $4.1M |
| Hilton Capital Management, LLC | 0.30% | Add +24.9% | 23,168 | $4.0M |
| Bell Asset Management Ltd | 1.07% | Add +19.3% | 22,891 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -5.8% | 22,793 | $4.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 22,658 | $3.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.8% | 22,230 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -27.1% | 21,566 | $3.8M |
| Weil Company, Inc. | 0.86% | Reduce -7.6% | 21,521 | $3.7M |
| American Century Companies Inc. | 0.00% | Reduce -28.4% | 21,320 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +8.4% | 20,600 | $3.6M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -31.1% | 20,142 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.5% | 20,063 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -8.8% | 19,968 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +0.5% | 19,650 | $3.4M |
| Weiss Asset Management LP | 0.06% | New | 19,558 | $3.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.7% | 19,513 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.4% | 17,622 | $3.3M |
| Faithward Advisors, LLC | 0.49% | Add +6.3% | 19,066 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -10.0% | 18,903 | $3.3M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 18,829 | $3.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 19,376 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +12.1% | 18,661 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.1% | 18,542 | $3.2M |
| Regions Financial Corp. | 0.02% | Add +2.2% | 18,490 | $3.2M |
| Cinctive Capital Management LP | 0.18% | Add +113.9% | 18,221 | $3.2M |
| XTX Topco Ltd | 0.08% | New | 18,126 | $3.2M |
| Quantinno Capital Management LP | 0.01% | Add +9.3% | 17,593 | $3.1M |
| Exchange Traded Concepts, LLC | 0.03% | Add +26.9% | 17,543 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.6% | 16,671 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,620 | $2.9M |
| Monument Capital Management | 0.71% | Add +0.0% | 16,337 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.5% | 16,120 | $2.8M |
| Fifth Third Bancorp | 0.01% | Reduce -10.1% | 16,070 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -4.1% | 15,761 | $2.7M |
| Arizona State Retirement System | 0.01% | Reduce -4.7% | 15,170 | $2.6M |
| Capital Fund Management S.A. | 0.02% | Reduce -52.2% | 15,151 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | No change | 15,100 | $2.6M |
| Canada Pension Plan Investment Board | 0.00% | No change | 14,700 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.7% | 14,233 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -92.1% | 14,009 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.2% | 14,009 | $2.4M |
| QRG Capital Management, Inc. | 0.03% | Add +20.3% | 13,964 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -3.8% | 13,947 | $2.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.2% | 13,642 | $2.4M |
| Elo Mutual Pension Insurance Co | 0.04% | New | 13,281 | $2.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -16.9% | 12,944 | $2.3M |
| State of Michigan Retirement System | 0.01% | No change | 12,900 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -7.3% | 12,851 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 12,221 | $2.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.6% | 12,197 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +6.3% | 11,900 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +40.1% | 11,493 | $2.0M |
| Twinbeech Capital LP | 0.14% | New | 11,488 | $2.0M |
| Appleton Partners Inc. | 0.13% | Add +3.9% | 11,254 | $2.0M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.07% | — | 11,146 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.2% | 10,930 | $1.9M |
| Oak Thistle LLC | 0.26% | New | 10,678 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.6% | 10,663 | $1.9M |
| New Mexico Educational Retirement Board | 0.06% | No change | 10,600 | $1.8M |
| Bokf, NA | 0.03% | Reduce -17.2% | 10,548 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Add +104.2% | 10,426 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.6% | 10,347 | $1.8M |
| Cwm, LLC | 0.00% | Reduce -7.3% | 10,266 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -6.2% | 9,990 | $1.7M |
| Cannell & Spears LLC | 0.03% | Reduce -5.9% | 9,884 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +25.3% | 9,503 | $1.7M |
| Linden Thomas Advisory Services, LLC | 0.17% | Add +3.2% | 9,350 | $1.6M |
| Gibbs Wealth Management | 0.39% | Reduce -15.6% | 8,761 | $1.6M |
| Edgestream Partners, L.P. | 0.04% | New | 9,061 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -7.8% | 9,056 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +25.7% | 8,836 | $1.5M |
| Keybank National Association | 0.01% | Add +138.0% | 8,505 | $1.5M |
| Richard Bernstein Advisors LLC | 0.04% | Reduce -10.2% | 8,492 | $1.5M |
| Crawford Investment Counsel Inc. | 0.02% | Reduce -0.6% | 8,416 | $1.5M |
| Highland Capital Management, LLC | 0.07% | Add +10.8% | 8,400 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -6.9% | 8,356 | $1.5M |
| Cim, LLC | 0.19% | Add +2.7% | 8,200 | $1.4M |
| Stegent Equity Advisors, Inc. | 1.10% | Add +1.3% | 8,131 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +7.7% | 8,090 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 8,072 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Add +11.5% | 8,065 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -48.6% | 7,963 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -5.3% | 7,682 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +2.6% | 7,454 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +6.3% | 7,123 | $1.2M |
| Xponance LLC | 0.01% | Reduce -11.3% | 7,119 | $1.2M |
| SummitTX Capital, L.P. | 0.04% | New | 7,109 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -95.6% | 7,100 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Reduce -17.1% | 7,050 | $1.2M |
| Natixis | 0.00% | Reduce -88.9% | 6,973 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.15% | Add +0.0% | 1,122,132 | $1.2M |
| Taylor Frigon Capital Management LLC | 0.61% | Add +1.6% | 6,900 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Add +32.5% | 6,862 | $1.2M |
| M&T Bank Corp | 0.00% | New | 6,693 | $1.2M |
| Intrust Bank NA | 0.09% | Add +9.3% | 6,512 | $1.1M |
| Accredited Investors Inc. | 0.06% | New | 6,403 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -62.3% | 6,377 | $1.1M |
| FORA Capital, LLC | 0.13% | New | 6,250 | $1.1M |
| Prudential PLC | 0.01% | New | 6,226 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.5% | 6,197 | $1.1M |
| Resources Management Corp. /CT/ | 0.13% | Add +1.5% | 5,933 | $1.0M |
| TD Asset Management Inc | 0.00% | No change | 5,900 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -22.5% | 5,707 | $994K |
| Fulton Bank, N.A. | 0.03% | Add +8.2% | 5,687 | $991K |
| Mount Lucas Management LP | 0.43% | Reduce -1.6% | 5,591 | $974K |
| GAMMA Investing LLC | 0.05% | Add +10.0% | 5,586 | $973K |
| Axq Capital, LP | 0.22% | New | 5,571 | $970K |
| Sowell Financial Services LLC | 0.04% | Add +19.8% | 5,478 | $954K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.9% | 5,415 | $943K |
| Pinebridge Investments LLC | 0.01% | — | 5,308 | $925K |
| Voya Investment Management LLC | 0.00% | Reduce -17.5% | 5,276 | $919K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +83.7% | 5,175 | $918K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.2% | 5,267 | $917K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 5,243 | $913K |
| James Investment Research, Inc. | 0.10% | Reduce -29.7% | 5,242 | $913K |
| Harbor Investment Advisory, LLC | 0.07% | Add +91.5% | 5,178 | $902K |
| Smith Group Asset Management, LLC | 0.05% | Reduce -27.3% | 5,150 | $897K |
| Cibc World Markets Corp. | 0.00% | — | 5,150 | $897K |
| Numerai GP LLC | 0.11% | Add +2.4% | 5,149 | $897K |
| Connable Office Inc. | 0.08% | Reduce -8.4% | 5,109 | $890K |
| Norden Group LLC | 0.09% | Reduce -21.2% | 5,043 | $879K |
| Bridges Investment Management Inc. | 0.01% | Add +13.3% | 5,033 | $877K |
| United Capital Financial Advisors, LLC | 0.01% | Add +21.6% | 5,002 | $871K |
| Strategic Wealth Investment Group, LLC | 0.11% | Reduce -28.4% | 4,986 | $869K |
| Virtu Financial LLC | 0.03% | New | 4,955 | $863K |
| Portside Wealth Group, LLC | 0.12% | Reduce -7.7% | 4,950 | $862K |
| New York Life Investment Management LLC | 0.01% | New | 4,881 | $850K |
| Voleon Capital Management LP | 0.02% | Reduce -34.5% | 4,874 | $849K |
| Commerce Bank | 0.00% | Add +3.8% | 4,807 | $837K |
| Magnetar Financial LLC | 0.01% | New | 4,796 | $835K |
| AXA S.A. | 0.39% | New | 4,737 | $825K |
| First Eagle Investment Management, LLC | 0.00% | Add +7.7% | 4,524 | $788K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.7% | 4,384 | $764K |
| Acadian Asset Management LLC | 0.00% | Reduce -91.6% | 4,323 | $753K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -5.1% | 4,313 | $751K |
| Sendero Wealth Management, LLC | 0.08% | No change | 4,312 | $751K |
| Marshall Wace, LLP | 0.00% | New | 4,229 | $737K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.2% | 4,111 | $716K |
| Aquatic Capital Management LLC | 0.02% | Reduce -17.8% | 4,107 | $715K |
| Callan Family Office, LLC | 0.02% | Add +98.1% | 4,104 | $715K |
| Diversified Trust Co. | 0.01% | Add +26.1% | 4,055 | $706K |
| Lecap Asset Management Ltd. | 0.28% | New | 4,030 | $702K |
| Ethic Inc. | 0.01% | Reduce -9.0% | 4,027 | $701K |
| Swiss Life Asset Management Ltd | 0.00% | Add +61.1% | 4,008 | $698K |
| Naples Global Advisors, LLC | 0.05% | No change | 3,965 | $691K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.5% | 3,951 | $688K |
| Impact Partnership Wealth, LLC | 0.09% | New | 3,930 | $685K |
| Bank of Nova Scotia | 0.00% | Reduce -72.2% | 3,886 | $677K |
| Blue Trust, Inc. | 0.01% | Reduce -4.7% | 3,856 | $672K |
| Yorktown Management & Research Co Inc | 0.54% | No change | 3,850 | $671K |
| State of Wyoming | 0.07% | Add +6.5% | 3,817 | $665K |
| Clifford Group, LLC | 0.51% | Add +1.1% | 3,806 | $663K |
| Brookstone Capital Management | 0.01% | Reduce -1.0% | 3,791 | $660K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -1.1% | 3,295 | $657K |
| Studio Investment Management LLC | 0.12% | Reduce -1.3% | 3,714 | $647K |
| Quantum Portfolio Management LLC | 0.29% | Reduce -20.9% | 3,712 | $647K |
| Alpine Woods Capital Investors, LLC | 0.15% | Reduce -1.4% | 3,687 | $642K |
| VestGen Investment Management | 0.35% | Reduce -5.3% | 3,672 | $640K |
| Bridgewater Associates | 0.00% | New | 3,598 | $627K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.6% | 3,393 | $591K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -64.2% | 3,350 | $584K |
| Integrated Investment Consultants, LLC | 0.11% | Reduce -23.6% | 3,295 | $574K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 3,280 | $571K |
| Guggenheim Capital LLC | 0.00% | Reduce -14.3% | 3,228 | $562K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +129.3% | 3,167 | $552K |
| J2 Capital Management Inc | 0.40% | Add +46.2% | 3,126 | $545K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.9% | 3,109 | $542K |
| Inspire Advisors, LLC | 0.05% | New | 3,102 | $540K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -0.3% | 3,098 | $540K |
| First Bank & Trust | 0.09% | No change | 3,054 | $532K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -55.8% | 3,040 | $530K |
| Mirabella Financial Services LLP | 0.05% | New | 2,919 | $508K |
| Csenge Advisory Group | 0.02% | Add +7.3% | 2,895 | $504K |
| Utah Retirement Systems | 0.00% | No change | 2,859 | $498K |
| Caxton Associates LLP | 0.01% | Reduce -82.3% | 2,857 | $498K |
| Fiduciary Trust Co | 0.01% | Reduce -10.1% | 2,823 | $492K |
| OneAscent Investment Solutions LLC | 0.52% | Add +4.3% | 2,813 | $490K |
| Aviva PLC | 0.00% | Add +17.3% | 2,783 | $485K |
| Scientech Research LLC | 0.30% | New | 2,771 | $483K |
| Caprock Group, LLC | 0.01% | Reduce -30.1% | 2,741 | $478K |
| Engineers Gate Manager LP | 0.01% | Add +76.8% | 2,737 | $477K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.5% | 2,732 | $476K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,697 | $470K |
| Vident Advisory, LLC | 0.00% | Reduce -5.6% | 2,676 | $466K |
| Integrated Quantitative Investments LLC | 0.10% | New | 2,650 | $462K |
| Wealth Alliance, LLC | 0.04% | Add +3.3% | 2,595 | $452K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -12.8% | 2,503 | $436K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -12.9% | 2,500 | $435K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 2,478 | $432K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.2% | 2,357 | $411K |
| McGuire Capital Advisors Inc. | 0.26% | — | 2,330 | $406K |
| Wealthcare Capital Partners, LLC | 0.19% | Add +0.3% | 2,324 | $405K |
| Optimize Financial Inc. | 0.20% | Add +1.4% | 2,322 | $404K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 2,303 | $401K |
| Cynosure Group, LLC | 0.04% | Reduce -10.5% | 2,278 | $397K |
| Freestone Grove Partners LP | 0.00% | New | 2,274 | $396K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.6% | 2,241 | $390K |
| Benjamin Edwards Inc. | 0.00% | Add +15.9% | 2,219 | $386K |
| Quadrant Capital Group LLC | 0.01% | Reduce -17.8% | 2,210 | $385K |
| Two Sigma Advisers, LP | 0.00% | Reduce -33.3% | 2,200 | $383K |
| ProShare Advisors LLC | 0.00% | Reduce -5.5% | 2,187 | $381K |
| MQS Management LLC | 0.22% | New | 2,185 | $381K |
| Sterling Capital Management LLC | 0.01% | Add +1.3% | 2,128 | $371K |
| Vista Finance, LLC | 0.25% | Reduce -4.7% | 2,123 | $370K |
| Round Rock Advisors LLC | 0.05% | No change | 2,073 | $361K |
| UMB Bank, n.a. | 0.00% | Add +47.5% | 2,073 | $361K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -0.1% | 2,062 | $359K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.2% | 2,054 | $358K |
| Picton Mahoney Asset Management | 0.00% | New | 2,049 | $357K |
| Legacy Wealth Asset Management, LLC | 0.09% | Add +2.4% | 2,040 | $355K |
| Glenmede Trust Co. NA | 0.00% | — | 2,029 | $353K |
| Mgo One Seven LLC | 0.01% | Add +7.4% | 1,964 | $342K |
| Argos Wealth Advisors, LLC | 0.09% | — | 1,930 | $336K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,927 | $336K |
| Vise Technologies, Inc. | 0.01% | Add +55.5% | 1,919 | $334K |
| North Dakota State Investment Board | 0.01% | — | 1,914 | $333K |
| Index Technologies Group LLC | 0.35% | — | 1,898 | $331K |
| AE Wealth Management LLC | 0.00% | Add +3.0% | 1,898 | $331K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.5% | 1,868 | $327K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,859 | $324K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.4% | 1,859 | $324K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.01% | — | 1,817 | $317K |
| Shelton Capital Management | 0.01% | Reduce -5.8% | 1,813 | $316K |
| Anb Bank | 0.12% | Reduce -1.3% | 1,807 | $315K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | No change | 1,787 | $311K |
| NewEdge Wealth, LLC | 0.00% | Add +0.1% | 1,780 | $310K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +85.7% | 1,775 | $309K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -71.1% | 1,775 | $309K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -2.0% | 1,770 | $308K |
| Brown Miller Wealth Management, LLC | 0.08% | Add +2.4% | 1,761 | $307K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -40.0% | 1,761 | $307K |
| Legato Capital Management LLC | 0.03% | New | 1,750 | $305K |
| Global Retirement Partners, LLC | 0.01% | Add +23.3% | 1,741 | $303K |
| Trajan Wealth LLC | 0.01% | Reduce -5.1% | 1,738 | $303K |
| Hamilton Capital Partners Inc. | 0.01% | Add +3.7% | 1,730 | $301K |
| Sfmg, LLC | 0.02% | No change | 1,716 | $299K |
| IFP Advisors, Inc | 0.01% | Add +4.4% | 1,694 | $295K |
| AlTi Global, Inc. | 0.01% | New | 1,677 | $292K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -37.1% | 1,661 | $289K |
| Atlatl Advisers LLC | 0.11% | Add +1.0% | 1,651 | $288K |
| CIBC Asset Management Inc | 0.00% | No change | 1,644 | $286K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,644 | $286K |
| Arkadios Wealth Advisors | 0.01% | Add +14.1% | 1,643 | $286K |
| Brooklyn Investment Group | 0.01% | New | 1,608 | $285K |
| Serenus Wealth Advisors, LLC | 0.05% | No change | 1,610 | $280K |
| Infrastructure Capital Advisors, LLC | 0.05% | No change | 1,572 | $274K |
| Advyzon Investment Management, LLC | 0.03% | Add +48.2% | 1,569 | $273K |
| Evoke Wealth, LLC | 0.01% | Reduce -9.3% | 1,563 | $272K |
| KBC Group NV | 0.00% | No change | 1,557 | $271K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 1,553 | $271K |
| Ritholtz Wealth Management | 0.00% | Add +11.3% | 1,548 | $270K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +43.4% | 1,529 | $266K |
| Intech Investment Management LLC | 0.00% | Reduce -84.8% | 1,520 | $265K |
| Marex Group Ltd | 0.00% | New | 1,502 | $262K |
| HB Wealth Management, LLC | 0.00% | Add +28.0% | 1,494 | $260K |
| Two Sigma Securities, LLC | 0.04% | New | 1,490 | $260K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,407 | $258K |
| Waverly Advisors, LLC | 0.00% | New | 1,467 | $256K |
| Riverwater Partners LLC | 0.10% | Add +0.1% | 1,460 | $254K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 1,447 | $252K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -2.4% | 1,418 | $247K |
| Journey Retirement Planning & Investment Management LLC | 0.05% | — | 1,413 | $246K |
| 111 Capital | 0.05% | New | 1,402 | $244K |
| Lido Advisors, LLC | 0.00% | Add +11.7% | 1,207 | $244K |
| Okabena Investment Services Inc. | 0.05% | No change | 1,382 | $241K |
| Forum Financial Management, LP | 0.00% | Reduce -1.5% | 1,352 | $236K |
| Merit Financial Group, LLC | 0.00% | Reduce -36.3% | 1,347 | $235K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.9% | 1,297 | $234K |
| Clearstead Advisors, LLC | 0.00% | Add +237.4% | 1,343 | $234K |
| OneAscent Wealth Management LLC | 0.08% | Reduce -18.3% | 1,323 | $230K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -4.4% | 1,317 | $229K |
| Covestor Ltd | 0.12% | Reduce -3.8% | 1,305 | $227K |
| Blueshift Asset Management, LLC | 0.07% | New | 1,294 | $225K |
| National Bank of Canada | 0.00% | New | 1,292 | $225K |
| Evergreen Capital Management LLC | 0.01% | Reduce -32.0% | 1,288 | $224K |
| PFW Advisors LLC | 0.07% | Reduce -8.5% | 1,283 | $223K |
| denkapparat Operations GmbH | 0.12% | No change | 1,270 | $221K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,263 | $220K |
| Voya Financial Advisors, Inc. | 0.02% | Reduce -6.6% | 1,237 | $220K |
| Blair William & Co. | 0.00% | Add +3.0% | 1,260 | $219K |
| Meeder Advisory Services, Inc. | 0.01% | Add +1.4% | 1,250 | $218K |
| Martingale Asset Management L P | 0.01% | Reduce -20.2% | 1,223 | $213K |
| OneAscent Family Office, LLC | 0.14% | Reduce -0.4% | 1,223 | $213K |
| Independent Advisor Alliance | 0.01% | Add +3.6% | 1,220 | $213K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -6.3% | 1,200 | $209K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.1% | 1,200 | $209K |
| Bannerstone Capital Management, LLC | 0.20% | — | 1,197 | $208K |
| OneAscent Financial Services LLC | 0.02% | New | 1,195 | $208K |
| Bessemer Group Inc. | 0.00% | Reduce -28.8% | 1,189 | $208K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 1,191 | $207K |
| Fourth Dimension Wealth, LLC | 0.07% | Reduce -1.9% | 1,175 | $205K |
| Equitable Holdings, Inc. | 0.00% | New | 1,169 | $204K |
| Profund Advisors LLC | 0.01% | Reduce -8.3% | 1,165 | $203K |
| Huntington National Bank | 0.00% | Add +5.5% | 1,156 | $201K |
| Horizon Investments, LLC | 0.00% | Reduce -96.0% | 1,133 | $197K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.8% | 1,119 | $197K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 995 | $173K |
| Caitong International Asset Management Co., Ltd | 0.04% | New | 983 | $171K |
| Sankala Group LLC | 0.14% | — | 1,034 | $169K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Reduce -60.8% | 960 | $167K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.0% | 875 | $152K |
| AlphaCentric Advisors LLC | 0.15% | — | 863 | $150K |
| Allworth Financial LP | 0.00% | Reduce -14.9% | 855 | $149K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -37.6% | 816 | $142K |
| Bayforest Capital Ltd | 0.10% | Reduce -11.5% | 792 | $138K |
| MAI Capital Management | 0.00% | Add +7.3% | 765 | $133K |
| Steph & Co. | 0.03% | Reduce -43.8% | 626 | $109K |
| Signaturefd, LLC | 0.00% | Reduce -8.2% | 605 | $105K |
| Park Place Capital Corp | 0.02% | Add +1.6% | 556 | $97K |
| Wellington Grp LLC | 0.03% | — | 530 | $92K |
| Quarry LP | 0.02% | New | 518 | $90K |
| Anchor Investment Management, LLC | 0.01% | No change | 450 | $78K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 400 | $70K |
| Versant Capital Management, Inc | 0.01% | Add +0.5% | 378 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -22.9% | 360 | $63K |
| Emerald Advisers, LLC | 0.00% | No change | 345 | $60K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 334 | $58K |
| CIBC Private Wealth Group LLC | 0.00% | Add +177.0% | 277 | $48K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -13.0% | 268 | $47K |
| Arax Advisory Partners | 0.00% | Reduce -86.8% | 263 | $46K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | New | 235 | $41K |
| TCTC Holdings, LLC | 0.00% | No change | 232 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 217 | $38K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 215 | $37K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.5% | 202 | $37K |
| AlphaQuest LLC | 0.00% | Reduce -47.2% | 208 | $36K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -2.4% | 207 | $36K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 190 | $33K |
| Trust Co. of Toledo NA | 0.00% | No change | 191 | $33K |
| Clark Wealth Partners | 0.02% | No change | 181 | $32K |
| Ameriflex Group, Inc. | 0.02% | Reduce -50.0% | 181 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $30K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 169 | $29K |
| Private Trust Co. NA | 0.00% | No change | 169 | $29K |
| Oakworth Capital, Inc. | 0.00% | New | 165 | $29K |
| Golden State Wealth Management, LLC | 0.00% | Add +20.5% | 153 | $27K |
| Root Financial Partners, LLC | 0.00% | Add +0.7% | 152 | $26K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 151 | $26K |
| Westside Investment Management, Inc. | 0.00% | No change | 148 | $26K |
| FWL Investment Management, LLC | 0.01% | No change | 138 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.7% | 135 | $24K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +286.7% | 116 | $20K |
| Fortitude Family Office, LLC | 0.00% | Add +0.9% | 110 | $19K |
| Rothschild Investment LLC | 0.00% | Reduce -67.7% | 105 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $18K |
| Toth Financial Advisory Corp. | 0.00% | New | 100 | $17K |
| Danske Bank A/S | 0.00% | No change | 100 | $17K |
| DV Trading LLC | 0.00% | — | 98 | $17K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -18.6% | 92 | $16K |
| Quent Capital, LLC | 0.00% | Reduce -9.8% | 92 | $16K |
| Bell Investment Advisors, Inc | 0.00% | No change | 88 | $15K |
| Cresta Advisors, Ltd. | 0.01% | New | 83 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78 | $14K |
| Paladin Partners, LLC | 0.01% | — | 77 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 75 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 72 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -5.5% | 69 | $12K |
| Key Financial Inc | 0.00% | No change | 67 | $12K |
| Westfuller Advisors, LLC | 0.00% | Add +1.5% | 67 | $12K |
| Bogart Wealth, LLC | 0.00% | Reduce -11.1% | 64 | $11K |
| SageView Advisory Group, LLC | 0.00% | New | 62 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 59 | $10K |
| Creative Capital Management Investments LLC | 0.00% | New | 57 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +37.5% | 55 | $10K |
| Basepoint Wealth LLC | 0.01% | New | 51 | $9K |
| Nvest Wealth Strategies, Inc. | 0.01% | — | 50 | $9K |
| Entrust Financial LLC | 0.01% | — | 46 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 46 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 44 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 44 | $8K |
| SBI Securities Co., Ltd. | 0.00% | No change | 42 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $7K |
| Westend Capital Management, LLC | 0.00% | No change | 41 | $7K |
| TD Private Client Wealth LLC | 0.00% | Add +14.7% | 39 | $7K |
| American National Bank & Trust | 0.00% | New | 36 | $6K |
| TD Capital Management LLC | 0.00% | Add +2.9% | 36 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 35 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 33 | $6K |
| Bravera Wealth | 0.00% | — | 31 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -65.9% | 31 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 29 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 29 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 26 | $5K |
| 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% | No change | 26 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 24 | $4K |
| Essential Partners LLC | 0.00% | Reduce -74.4% | 23 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 21 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 21 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 19 | $3K |
| First Pacific Financial | 0.00% | Reduce -63.8% | 17 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -84.8% | 17 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 16 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 14 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +160.0% | 13 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 12 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.7% | 12 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 12 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 11 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -28.6% | 10 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 10 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 10 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 9 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 8 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 8 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +100.0% | 8 | $1K |
| West Branch Capital LLC | 0.00% | No change | 7 | $1K |
| Optima Capital LLC | 0.00% | New | 7 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 7 | $1K |
| SHP Wealth Management | 0.00% | — | 7 | $1K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -96.2% | 4 | $1K |
| Cornerstone Financial Management LLC | 0.00% | — | 5 | $871 |
| Rialto Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $871 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $871 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $871 |
| Sachetta, LLC | 0.00% | No change | 3 | $523 |
| Activest Wealth Management | 0.00% | Add +200.0% | 3 | $523 |
| Hughes Financial Services, LLC | 0.00% | Reduce -50.0% | 3 | $523 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 3 | $522 |
| Rossby Financial, LCC | 0.00% | New | 2 | $348 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $348 |
| Abound Wealth Management | 0.00% | New | 2 | $288 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $235 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $175 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $175 |
| Avion Wealth | 0.00% | Reduce -50.0% | 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.