Houlihan LokeyHLI
13F holders, Q2 2026 (June 30)519holders −28
48new positions
75sold out
11famous investors
$131.53avg. 13F price*
At the end of Q2 2026, 519 institutions reported holding Houlihan Lokey Inc. (HLI) in their 13F filings, down 28 from Q1 2026. 48 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($702.9M), Vanguard Portfolio Management LLC ($372.1M) and Vanguard Capital Management LLC ($327.2M). 11 famous investors held it, including John W. Rogers Jr. (0.3% of Ariel Investments's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $91.8M |
| Exits | 75 | $197.9M |
All 13F filers, Q1 2026 → Q2 2026: 6,764,783 shares bought and 6,001,524 shares sold, net +763,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 5,240,406 | $702.9M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -0.1% | 2,774,115 | $372.1M |
| Vanguard Capital Management LLC | 0.01% | Add +0.8% | 2,439,724 | $327.2M |
| Kayne Anderson Rudnick Investment Management LLC | 1.01% | Reduce -8.2% | 2,426,619 | $325.5M |
| Earnest Partners LLC | 1.05% | Reduce -2.5% | 2,172,720 | $291.4M |
| Royal Bank of Canada | 0.05% | Add +13.7% | 1,992,096 | $267.2M |
| State Street Corp. | 0.01% | Add +3.3% | 1,749,472 | $234.7M |
| Morgan Stanley | 0.01% | Add +6.2% | 1,690,245 | $226.7M |
| Geode Capital Management, LLC | 0.01% | Add +2.4% | 1,383,912 | $185.7M |
| Bank of Montreal | 0.06% | Add +13.1% | 1,300,687 | $174.5M |
| Citadel Advisors | 0.10% | Add +151.5% | 1,227,541 | $164.7M |
| Neuberger Berman Group LLC | 0.09% | Add +62.5% | 992,787 | $133.2M |
| Fiduciary Management Inc. | 1.79% | Add +16.8% | 938,411 | $125.9M |
| Wellington Management Group LLP | 0.02% | Reduce -31.7% | 929,760 | $124.7M |
| Bank of America Corp. | 0.01% | Reduce -6.3% | 890,616 | $119.5M |
| Baron Capital (BAMCO) | 0.17% | Reduce -18.1% | 869,544 | $116.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +32.3% | 825,406 | $110.7M |
| Qube Research & Technologies Ltd | 0.11% | Add +176.5% | 705,487 | $94.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +12.4% | 692,896 | $92.9M |
| FMR LLC | 0.00% | Reduce -19.3% | 690,813 | $92.7M |
| Norges Bank | 0.01% | — | 656,486 | $88.1M |
| Sei Investments Co. | 0.08% | Reduce -5.1% | 654,087 | $87.7M |
| Clearbridge Investments, LLC | 0.07% | Add +1.6% | 635,294 | $85.2M |
| LPL Financial LLC | 0.02% | Add +665.5% | 620,282 | $83.2M |
| Invesco Ltd. | 0.01% | Add +18.2% | 561,266 | $75.3M |
| Capital Research Global Investors | 0.01% | Reduce -59.9% | 526,868 | $70.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 521,880 | $70.0M |
| Vaughan Nelson Investment Management, L.P. | 0.61% | Add +106.8% | 514,374 | $69.0M |
| AQR Capital Management | 0.02% | Add +21.8% | 486,239 | $65.2M |
| Westfield Capital Management Co. LP | 0.20% | Reduce -14.8% | 463,415 | $62.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.4% | 458,942 | $61.6M |
| Van Berkom & Associates Inc. | 1.89% | Add +7.5% | 436,412 | $58.5M |
| Nordea Investment Management AB | 0.05% | Add +744.0% | 430,600 | $57.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -40.5% | 417,511 | $56.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.3% | 406,981 | $54.6M |
| Capital International Investors | 0.01% | Add +259.9% | 406,531 | $54.5M |
| Natixis Advisors, LLC | 0.06% | Add +10.4% | 383,961 | $51.5M |
| Jennison Associates LLC | 0.03% | Reduce -18.4% | 382,195 | $51.3M |
| Millennium Management | 0.04% | Add +147.4% | 375,874 | $50.4M |
| GW&K Investment Management, LLC | 0.37% | Reduce -1.2% | 349,700 | $46.9M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.3% | 345,248 | $46.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.8% | 343,231 | $46.0M |
| UBS Group AG | 0.01% | Reduce -10.5% | 321,436 | $43.1M |
| Wells Fargo & Company | 0.01% | Reduce -9.2% | 314,566 | $42.2M |
| Jones Financial Companies LLLP | 0.02% | Reduce -2.3% | 290,735 | $40.3M |
| D. E. Shaw & Co. | 0.03% | Add +109.9% | 290,765 | $39.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.3% | 288,794 | $38.7M |
| Tudor Investment Corporation | 0.15% | Add +13.4% | 263,803 | $35.4M |
| Woodley Farra Manion Portfolio Management Inc. | 1.69% | Add +1.5% | 261,511 | $35.1M |
| Schroder Investment Management Group | 0.02% | Add +2.0% | 263,456 | $35.0M |
| Voloridge Investment Management, LLC | 0.15% | Add +252.2% | 259,909 | $34.9M |
| Ariel Investments | 0.33% | New | 244,520 | $32.8M |
| Eventide Asset Management, LLC | 0.43% | Add +1.3% | 239,140 | $32.0M |
| Handelsbanken Fonder AB | 0.08% | Reduce -15.7% | 219,632 | $29.5M |
| Ancora Advisors LLC | 0.56% | Reduce -4.0% | 214,346 | $28.8M |
| Champlain Investment Partners, LLC | 0.72% | Reduce -70.7% | 209,983 | $28.2M |
| Fiera Capital Corp | 0.10% | Reduce -42.8% | 206,982 | $27.8M |
| Franklin Resources Inc. | 0.01% | Add +5.9% | 206,485 | $27.7M |
| Barlow Wealth Partners, LLC | 2.98% | Add +0.3% | 205,696 | $27.6M |
| Barclays PLC | 0.01% | Add +100.7% | 200,535 | $26.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.1% | 189,028 | $25.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.3% | 187,563 | $25.2M |
| BNP Paribas Financial Markets | 0.01% | Add +18.9% | 186,627 | $25.0M |
| Alyeska Investment Group, L.P. | 0.06% | Add +1483.7% | 171,137 | $23.0M |
| GMO | 0.05% | Add +23.8% | 169,929 | $22.8M |
| Fenimore Asset Management Inc | 0.47% | Add +21.3% | 167,898 | $22.5M |
| Segall Bryant & Hamill, LLC | 0.27% | Add +39.0% | 167,184 | $22.4M |
| HRT Financial LP | 0.04% | Add +1119.3% | 166,495 | $22.3M |
| Argent Capital Management LLC | 0.70% | Reduce -18.9% | 164,129 | $22.0M |
| Nuveen, LLC | 0.01% | Add +39.9% | 163,937 | $22.0M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 152,433 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.5% | 148,128 | $20.0M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -51.4% | 132,289 | $17.7M |
| Assenagon Asset Management S.A. | 0.02% | Add +7.5% | 126,476 | $17.0M |
| Walleye Capital LLC | 0.09% | Add +4395.6% | 125,338 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 123,130 | $16.5M |
| GHP Investment Advisors, Inc. | 0.59% | Add +0.7% | 119,657 | $16.0M |
| Brown Advisory Inc. | 0.02% | Reduce -2.8% | 118,776 | $15.9M |
| Flputnam Investment Management Co. | 0.18% | Reduce -36.6% | 109,973 | $14.8M |
| Swiss National Bank | 0.01% | Add +1.4% | 109,336 | $14.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +8.7% | 96,879 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.0% | 94,646 | $12.7M |
| New York State Common Retirement Fund | 0.02% | Add +1.7% | 92,125 | $12.4M |
| Alps Advisors Inc. | 0.06% | Add +2.7% | 91,702 | $12.3M |
| California Public Employees Retirement System | 0.01% | Reduce -18.6% | 87,413 | $11.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -19.7% | 85,383 | $11.5M |
| Montanaro Asset Management Ltd | 3.51% | Reduce -15.6% | 82,934 | $11.1M |
| Whittier Trust Co. | 0.11% | Reduce -0.3% | 77,994 | $11.1M |
| ExodusPoint Capital Management, LP | 0.10% | Reduce -2.1% | 80,822 | $10.8M |
| MUFG Securities EMEA plc | 0.11% | New | 79,700 | $10.7M |
| Squarepoint Ops LLC | 0.02% | Add +356.7% | 78,512 | $10.5M |
| Renaissance Technologies | 0.01% | New | 76,000 | $10.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 69,903 | $10.0M |
| Legal & General Group Plc | 0.00% | Reduce -3.3% | 73,667 | $9.9M |
| Prana Capital Management, LP | 0.29% | New | 71,882 | $9.6M |
| Jain Global LLC | 0.12% | Reduce -21.2% | 71,415 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +10.1% | 69,161 | $9.3M |
| Crawford Fund Management, LLC | 2.82% | Add +35.4% | 68,431 | $9.2M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -51.4% | 68,030 | $9.1M |
| Interval Partners, LP | 0.29% | Reduce -60.5% | 67,227 | $9.0M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.6% | 66,982 | $9.0M |
| Boston Partners | 0.01% | Add +30.7% | 64,924 | $8.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.0% | 63,069 | $8.5M |
| Leith Wheeler Investment Counsel Ltd. | 0.63% | New | 61,888 | $8.3M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +51.3% | 61,352 | $8.2M |
| Retirement Systems of Alabama | 0.02% | Reduce -15.8% | 56,078 | $7.5M |
| Citigroup Inc. | 0.00% | Reduce -35.9% | 54,058 | $7.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +7.7% | 53,640 | $7.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 1.62% | Add +1.0% | 53,484 | $7.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.4% | 51,974 | $7.0M |
| Van Eck Associates Corp. | 0.00% | Add +1.6% | 51,368 | $6.9M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -4.3% | 50,697 | $6.8M |
| XTX Topco Ltd | 0.09% | Add +182.9% | 49,468 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +5.2% | 49,451 | $6.6M |
| HSBC Holdings PLC | 0.00% | Add +163.2% | 48,160 | $6.5M |
| Creative Planning | 0.00% | Add +13.4% | 47,637 | $6.4M |
| Quantinno Capital Management LP | 0.01% | Add +0.6% | 45,505 | $6.1M |
| Teacher Retirement System of Texas | 0.02% | Reduce -14.0% | 44,906 | $6.0M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +8.2% | 42,939 | $5.8M |
| Dark Forest Capital Management LP | 0.35% | New | 40,895 | $5.5M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | Reduce -2.0% | 38,849 | $5.4M |
| Grandeur Peak Global Advisors, LLC | 1.24% | Add +1.1% | 39,863 | $5.3M |
| Brevan Howard Capital Management LP | 0.08% | Add +380.9% | 39,300 | $5.3M |
| Prudential Financial Inc. | 0.01% | Reduce -43.1% | 39,151 | $5.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.2% | 38,584 | $5.2M |
| STRS Ohio | 0.02% | Reduce -10.6% | 38,449 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.0% | 37,796 | $5.1M |
| Amundi | 0.00% | Reduce -67.3% | 37,118 | $5.0M |
| Commerce Bank | 0.02% | Reduce -5.2% | 35,858 | $4.8M |
| Fifth Third Bancorp | 0.01% | Reduce -6.1% | 34,200 | $4.6M |
| Pier Capital, LLC | 0.60% | Reduce -39.4% | 34,014 | $4.6M |
| Intech Investment Management LLC | 0.04% | Reduce -28.7% | 33,386 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -1.6% | 32,083 | $4.3M |
| Corient Private Wealth LP | 0.01% | Reduce -5.2% | 31,871 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +17.6% | 30,967 | $4.2M |
| Jupiter Topco LLC | 0.00% | — | 30,584 | $4.1M |
| Royce & Associates LP | 0.03% | Reduce -16.9% | 30,495 | $4.1M |
| Walled Lake Planning & Wealth Management, LLC | 0.98% | Add +1.6% | 28,870 | $3.9M |
| Hilton Capital Management, LLC | 0.26% | Add +5.3% | 28,101 | $3.8M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -8.6% | 27,923 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -5.6% | 26,110 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -23.4% | 26,071 | $3.5M |
| Bell Asset Management Ltd | 0.92% | Add +1.7% | 25,684 | $3.4M |
| VELA Investment Management, LLC | 0.84% | Add +62.3% | 25,348 | $3.4M |
| Empowered Funds, LLC | 0.02% | Reduce -9.4% | 25,202 | $3.4M |
| Tidal Investments LLC | 0.01% | Reduce -15.8% | 25,108 | $3.4M |
| Harbor Advisors LLC | 0.42% | No change | 25,000 | $3.4M |
| Twinbeech Capital LP | 0.60% | Reduce -10.5% | 24,800 | $3.3M |
| Amalgamated Bank | 0.02% | Reduce -1.7% | 24,787 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +6.7% | 24,549 | $3.3M |
| Trexquant Investment LP | 0.02% | Reduce -58.8% | 24,512 | $3.3M |
| Man Group plc | 0.01% | Add +26.5% | 23,907 | $3.2M |
| American Century Companies Inc. | 0.00% | Add +0.8% | 23,380 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.3% | 23,214 | $3.1M |
| Quantbot Technologies LP | 0.12% | Add +135.6% | 23,128 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Add +42.7% | 22,727 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 22,281 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 22,072 | $3.0M |
| Cerity Partners LLC | 0.00% | Add +21.0% | 22,041 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Add +39.5% | 21,970 | $2.9M |
| Axq Capital, LP | 0.31% | Add +324.5% | 21,246 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -60.2% | 20,986 | $2.8M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -5.1% | 20,972 | $2.8M |
| Atwood & Palmer Inc. | 0.15% | Reduce -71.1% | 20,897 | $2.8M |
| Faithward Advisors, LLC | 0.34% | Add +5.7% | 20,481 | $2.7M |
| Baird Financial Group, Inc. | 0.00% | Add +2.7% | 20,327 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.0% | 20,204 | $2.7M |
| &partners | 0.01% | Reduce -12.4% | 20,120 | $2.7M |
| Engineers Gate Manager LP | 0.03% | Reduce -45.1% | 19,909 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -25.6% | 19,791 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 19,034 | $2.6M |
| SG Americas Securities, LLC | 0.00% | Reduce -19.8% | 18,005 | $2.4M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -4.8% | 17,929 | $2.4M |
| Voleon Capital Management LP | 0.04% | Reduce -34.3% | 17,925 | $2.4M |
| Entropy Technologies, LP | 0.10% | Reduce -34.6% | 17,872 | $2.4M |
| FJ Capital Management LLC | 0.30% | New | 17,497 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -8.7% | 17,434 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.3% | 17,214 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.06% | No change | 17,161 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,620 | $2.2M |
| Weil Company, Inc. | 0.39% | Reduce -20.4% | 16,501 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 16,120 | $2.2M |
| Bridgewater Associates | 0.01% | Reduce -22.1% | 16,007 | $2.1M |
| Louisiana State Employees Retirement System | 0.03% | Add +0.6% | 15,900 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -23.4% | 15,683 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.7% | 15,659 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.8% | 15,289 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +0.3% | 15,025 | $2.0M |
| FORA Capital, LLC | 0.14% | Reduce -40.2% | 14,909 | $2.0M |
| Canada Pension Plan Investment Board | 0.00% | No change | 14,700 | $2.0M |
| Polar Asset Management Partners Inc. | 0.05% | New | 14,639 | $2.0M |
| MML Investors Services, LLC | 0.00% | Add +3.5% | 14,628 | $2.0M |
| Highland Capital Management, LLC | 0.09% | Add +73.8% | 14,525 | $1.9M |
| Capital Fund Management S.A. | 0.01% | New | 13,781 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -13.9% | 13,696 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.3% | 13,598 | $1.8M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 13,567 | $1.8M |
| Allstate Corp. | 0.02% | Reduce -30.4% | 13,424 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.7% | 12,980 | $1.7M |
| State of Michigan Retirement System | 0.01% | Reduce -3.0% | 12,700 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | No change | 12,700 | $1.7M |
| Gsa Capital Partners LLP | 0.11% | New | 12,657 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +313.2% | 12,531 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -24.9% | 12,347 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | Add +5.2% | 12,333 | $1.7M |
| Alpine Woods Capital Investors, LLC | 0.37% | Add +2.4% | 12,258 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 12,196 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -55.0% | 11,657 | $1.6M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -71.7% | 11,226 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.6% | 11,199 | $1.5M |
| New Mexico Educational Retirement Board | 0.04% | No change | 10,600 | $1.4M |
| Bokf, NA | 0.02% | Reduce -2.9% | 10,547 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -28.9% | 10,051 | $1.3M |
| Linden Thomas Advisory Services, LLC | 0.11% | Reduce -3.1% | 9,950 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +38.5% | 9,739 | $1.3M |
| Crawford Investment Counsel Inc. | 0.02% | Add +0.9% | 9,596 | $1.3M |
| Henshaw Capital LLC | 0.04% | Add +17.9% | 9,387 | $1.3M |
| Appleton Partners Inc. | 0.07% | Reduce -5.1% | 9,068 | $1.2M |
| Aquatic Capital Management LLC | 0.04% | Add +310.6% | 8,886 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.10% | No change | 1,122,126 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -21.6% | 8,797 | $1.2M |
| PineStone Asset Management Inc. | 0.01% | Reduce -33.9% | 8,794 | $1.2M |
| Cannell & Spears LLC | 0.02% | Reduce -4.7% | 8,671 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,606 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -44.3% | 8,597 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -31.6% | 8,487 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -71.6% | 8,460 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -5.5% | 8,240 | $1.1M |
| Cim, LLC | 0.14% | Add +0.4% | 8,186 | $1.1M |
| GAMMA Investing LLC | 0.04% | Add +24.1% | 8,140 | $1.1M |
| Resources Management Corp. /CT/ | 0.13% | Add +9.3% | 7,704 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.2% | 7,507 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.0% | 7,422 | $995K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.0% | 7,370 | $989K |
| Fisher Asset Management | 0.00% | Reduce -4.7% | 7,344 | $985K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.2% | 7,247 | $972K |
| Captrust Financial Advisors | 0.00% | Add +42.1% | 7,050 | $946K |
| Diversified Trust Co. | 0.01% | Reduce -7.0% | 6,983 | $937K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 6,855 | $919K |
| Taylor Frigon Capital Management LLC | 0.43% | Add +2.7% | 6,822 | $915K |
| Sendero Wealth Management, LLC | 0.09% | Add +30.1% | 6,779 | $909K |
| New York Life Investment Management LLC | 0.01% | Add +3.7% | 6,768 | $908K |
| PDT Partners, LLC | 0.05% | Add +22.7% | 6,630 | $889K |
| Xponance LLC | 0.01% | Reduce -23.8% | 6,541 | $877K |
| Callan Family Office, LLC | 0.02% | Add +16.1% | 6,505 | $873K |
| Bank of Nova Scotia | 0.00% | Add +1.1% | 6,433 | $863K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -80.0% | 6,335 | $850K |
| Janney Montgomery Scott LLC | 0.00% | Add +89.2% | 6,141 | $824K |
| Pacer Advisors, Inc. | 0.00% | Reduce -26.0% | 6,069 | $814K |
| Evergreen Capital Management LLC | 0.01% | Add +242.6% | 5,893 | $790K |
| Mercer Global Advisors Inc. | 0.00% | Add +84.0% | 5,870 | $787K |
| Park Avenue Securities LLC | 0.00% | Reduce -19.3% | 5,710 | $766K |
| Fulton Bank, N.A. | 0.02% | Add +5.0% | 5,696 | $764K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -5.0% | 5,484 | $760K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.9% | 5,313 | $712K |
| James Investment Research, Inc. | 0.07% | No change | 5,248 | $704K |
| Naples Global Advisors, LLC | 0.04% | Add +16.9% | 5,200 | $697K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +69.9% | 5,166 | $693K |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 5,143 | $690K |
| MAI Capital Management | 0.00% | Add +356.4% | 5,057 | $678K |
| Inspire Advisors, LLC | 0.05% | Add +10.8% | 5,019 | $673K |
| EntryPoint Capital, LLC | 0.16% | Add +71.3% | 4,797 | $643K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -96.2% | 4,712 | $632K |
| Intrust Bank NA | 0.05% | Reduce -22.7% | 4,562 | $612K |
| Apriem Advisors | 0.05% | No change | 4,481 | $601K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.4% | 4,431 | $594K |
| Glenmede Trust Co. NA | 0.00% | Add +111.8% | 4,392 | $589K |
| Vident Advisory, LLC | 0.00% | Add +1.1% | 4,303 | $577K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.9% | 4,194 | $563K |
| Acadian Asset Management LLC | 0.00% | New | 4,178 | $559K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.8% | 4,127 | $554K |
| Securian Asset Management, Inc. | 0.02% | No change | 3,951 | $553K |
| Connable Office Inc. | 0.05% | Reduce -5.4% | 4,111 | $551K |
| Blue Trust, Inc. | 0.01% | Reduce -2.2% | 3,926 | $527K |
| Bridges Investment Management Inc. | 0.01% | Reduce -12.8% | 3,851 | $517K |
| Yorktown Management & Research Co Inc | 0.32% | No change | 3,850 | $516K |
| Caitlin John, LLC | 0.28% | New | 3,833 | $514K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.7% | 3,833 | $514K |
| Clifford Group, LLC | 0.35% | Add +9.9% | 3,822 | $513K |
| AlphaGrep UK Ltd | 0.16% | Add +99.3% | 3,807 | $511K |
| Arax Advisory Partners | 0.00% | Add +6009.7% | 3,788 | $508K |
| Integrated Wealth Concepts LLC | 0.00% | Add +19.8% | 3,780 | $507K |
| Quantum Portfolio Management LLC | 0.18% | Reduce -2.9% | 3,776 | $506K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 3,751 | $503K |
| Studio Investment Management LLC | 0.09% | Reduce -0.3% | 3,750 | $503K |
| Guggenheim Capital LLC | 0.00% | Add +0.5% | 3,710 | $498K |
| Krilogy Financial LLC | 0.01% | Add +52.6% | 3,670 | $492K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -6.1% | 3,667 | $492K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,600 | $483K |
| Brookstone Capital Management | 0.00% | Reduce -2.8% | 3,567 | $479K |
| Inspire Investing, LLC | 0.02% | New | 3,528 | $473K |
| J2 Capital Management Inc | 0.32% | Reduce -22.9% | 3,522 | $472K |
| Venturi Wealth Management, LLC | 0.02% | Add +21.3% | 3,508 | $471K |
| Sepio Capital, LP | 0.02% | New | 3,406 | $457K |
| Caxton Associates LLP | 0.01% | New | 3,393 | $455K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -44.3% | 3,339 | $448K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +27.1% | 3,328 | $446K |
| M&T Bank Corp | 0.00% | Reduce -43.5% | 3,223 | $432K |
| Optimize Financial Inc. | 0.15% | Reduce -0.3% | 3,142 | $421K |
| Sound Capital Solutions LLC | 0.10% | — | 3,142 | $421K |
| Gateway Investment Advisers LLC | 0.00% | Add +54.9% | 3,142 | $421K |
| Aviva PLC | 0.00% | Add +7.1% | 3,134 | $420K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.2% | 3,091 | $415K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -0.4% | 3,088 | $414K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -3.8% | 3,083 | $414K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -87.9% | 3,001 | $403K |
| Rehmann Capital Advisory Group | 0.02% | Add +14.5% | 2,922 | $392K |
| Mission Wealth Management, LP | 0.00% | New | 2,876 | $386K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -5.6% | 2,861 | $384K |
| Utah Retirement Systems | 0.00% | No change | 2,859 | $383K |
| Fiduciary Trust Co | 0.00% | Add +0.3% | 2,772 | $372K |
| Merit Financial Group, LLC | 0.00% | New | 2,772 | $372K |
| First Bank & Trust | 0.05% | No change | 2,717 | $364K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,697 | $362K |
| iA Global Asset Management Inc. | 0.00% | New | 2,687 | $360K |
| Oak Thistle LLC | 0.03% | Reduce -80.8% | 2,675 | $359K |
| Nykredit A/S | 0.00% | — | 2,591 | $348K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.2% | 2,576 | $346K |
| Vestcor Inc | 0.01% | No change | 2,574 | $345K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -9.1% | 2,565 | $344K |
| DNB Asset Management AS | 0.00% | No change | 2,562 | $344K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 2,500 | $335K |
| Sowell Financial Services LLC | 0.01% | Reduce -57.0% | 2,482 | $333K |
| Caprock Group, LLC | 0.01% | Reduce -30.1% | 2,461 | $330K |
| Wealth Alliance, LLC | 0.03% | Reduce -5.5% | 2,458 | $330K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -32.1% | 2,443 | $328K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +2.8% | 2,399 | $322K |
| Fieldview Capital Management, LLC | 0.09% | New | 2,376 | $319K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.5% | 2,360 | $317K |
| SummitTX Capital, L.P. | 0.01% | Reduce -82.9% | 2,328 | $312K |
| Riverwater Partners LLC | 0.09% | Add +30.5% | 2,287 | $307K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.7% | 2,276 | $305K |
| Hamilton Capital Partners Inc. | 0.01% | Add +30.1% | 2,250 | $302K |
| Portside Wealth Group, LLC | 0.03% | Reduce -44.6% | 2,216 | $297K |
| Argos Wealth Advisors, LLC | 0.08% | Add +14.7% | 2,213 | $297K |
| Accredited Investors Inc. | 0.01% | No change | 2,196 | $295K |
| Advisory Services Network, LLC | 0.00% | Reduce -10.2% | 2,181 | $293K |
| Trajan Wealth LLC | 0.01% | Reduce -5.2% | 2,156 | $289K |
| ProShare Advisors LLC | 0.00% | Reduce -1.9% | 2,139 | $287K |
| OneAscent Investment Solutions LLC | 0.27% | Reduce -24.2% | 2,128 | $285K |
| Osaic Holdings, Inc. | 0.00% | Reduce -92.1% | 2,095 | $281K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.8% | 2,093 | $281K |
| Mirabella Financial Services LLP | 0.03% | Add +7.1% | 2,055 | $276K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +7.9% | 1,989 | $274K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -33.2% | 2,038 | $273K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -62.5% | 2,023 | $271K |
| Norden Group LLC | 0.02% | Reduce -59.0% | 2,000 | $268K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -6.5% | 1,992 | $267K |
| Benjamin Edwards Inc. | 0.00% | Add +4.1% | 1,986 | $266K |
| Index Technologies Group LLC | 0.21% | Reduce -4.2% | 1,944 | $261K |
| Vista Finance, LLC | 0.14% | Reduce -4.7% | 1,931 | $259K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | New | 1,919 | $257K |
| Diversify Advisory Services, LLC | 0.00% | New | 1,784 | $252K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -3.4% | 1,784 | $252K |
| Sun Group Wealth Partners | 0.17% | No change | 1,869 | $251K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,754 | $250K |
| NewEdge Wealth, LLC | 0.00% | Add +9.6% | 1,845 | $248K |
| Infrastructure Capital Advisors, LLC | 0.03% | Add +1.9% | 1,844 | $247K |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.7% | 1,833 | $246K |
| Shelton Capital Management | 0.00% | No change | 1,813 | $243K |
| Exchange Traded Concepts, LLC | 0.00% | Add +12.4% | 1,783 | $239K |
| HB Wealth Management, LLC | 0.00% | Add +8.8% | 1,773 | $238K |
| Nisa Investment Advisors, LLC | 0.00% | Add +14.5% | 1,749 | $235K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.6% | 1,741 | $234K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.9% | 1,714 | $230K |
| Brighton Jones LLC | 0.00% | New | 1,706 | $229K |
| Sfmg, LLC | 0.01% | Reduce -1.2% | 1,695 | $227K |
| Choreo, LLC | 0.00% | New | 1,685 | $226K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -3.8% | 1,678 | $225K |
| CIBC Asset Management Inc | 0.00% | No change | 1,644 | $221K |
| Sterling Capital Management LLC | 0.00% | Add +29.1% | 1,640 | $220K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 1,610 | $216K |
| North Dakota State Investment Board | 0.01% | Add +1.7% | 1,608 | $216K |
| AlTi Global, Inc. | 0.00% | Reduce -1.1% | 1,602 | $215K |
| KBC Group NV | 0.00% | No change | 1,557 | $209K |
| Horizon Investments, LLC | 0.00% | Add +17.2% | 1,547 | $207K |
| Mosaic Family Wealth Partners, LLC | 0.01% | New | 1,540 | $207K |
| Nilsine Partners, LLC | 0.01% | No change | 1,531 | $205K |
| Machina Capital S.A.S. | 0.03% | New | 1,529 | $205K |
| Los Angeles Capital Management LLC | 0.00% | Add +16.6% | 1,398 | $188K |
| Global Retirement Partners, LLC | 0.00% | — | 1,366 | $183K |
| Huntington National Bank | 0.00% | Add +1.8% | 1,262 | $169K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,089 | $145K |
| UMB Bank, n.a. | 0.00% | Reduce -48.0% | 1,025 | $137K |
| IFP Advisors, Inc | 0.00% | Reduce -20.5% | 1,023 | $137K |
| Parallel Advisors, LLC | 0.00% | Add +14.6% | 1,006 | $135K |
| Signaturefd, LLC | 0.00% | Add +25.6% | 938 | $126K |
| Allworth Financial LP | 0.00% | Add +2.9% | 931 | $125K |
| Graticule Asia Macro Advisors LLC | 0.01% | New | 902 | $121K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 885 | $119K |
| State of Wyoming | 0.01% | Reduce -68.5% | 873 | $117K |
| AdvisorNet Financial, Inc | 0.01% | No change | 849 | $114K |
| Sankala Group LLC | 0.07% | Reduce -19.6% | 796 | $102K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.7% | 741 | $99K |
| Covestor Ltd | 0.05% | Reduce -1.5% | 706 | $95K |
| Mather Group, Llc. | 0.00% | No change | 584 | $78K |
| Versant Capital Management, Inc | 0.01% | Add +91.0% | 510 | $68K |
| Anchor Investment Management, LLC | 0.01% | Add +11.6% | 502 | $67K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +14.3% | 455 | $61K |
| Essential Partners LLC | 0.03% | Add +4150.0% | 425 | $57K |
| Harbor Investment Advisory, LLC | 0.00% | New | 408 | $55K |
| Trust Co. of Toledo NA | 0.00% | Add +83.8% | 351 | $47K |
| Emerald Advisers, LLC | 0.00% | No change | 345 | $46K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 334 | $45K |
| Private Trust Co. NA | 0.00% | Add +83.4% | 299 | $40K |
| Silvant Capital Management LLC | 0.00% | New | 280 | $38K |
| Vanguard National Trust Co | 0.00% | No change | 260 | $35K |
| Park Place Capital Corp | 0.01% | Reduce -53.9% | 255 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.5% | 254 | $34K |
| Steph & Co. | 0.01% | Reduce -76.0% | 234 | $31K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 215 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 217 | $29K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.6% | 214 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -1.5% | 200 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -32.9% | 200 | $27K |
| Bayforest Capital Ltd | 0.02% | Reduce -48.6% | 182 | $24K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -59.6% | 180 | $24K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -60.3% | 172 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 170 | $23K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 169 | $23K |
| Purpose Unlimited Inc. | 0.00% | New | 165 | $22K |
| Oakworth Capital, Inc. | 0.00% | No change | 165 | $22K |
| Millstone Evans Group, LLC | 0.01% | No change | 155 | $21K |
| Golden State Wealth Management, LLC | 0.00% | No change | 154 | $21K |
| SJS Investment Consulting Inc. | 0.00% | Add +1812.5% | 153 | $21K |
| Bessemer Group Inc. | 0.00% | Reduce -59.6% | 143 | $19K |
| FWL Investment Management, LLC | 0.00% | No change | 138 | $19K |
| Ameriflex Group, Inc. | 0.01% | No change | 133 | $18K |
| Clearstead Advisors, LLC | 0.00% | Add +101.6% | 123 | $16K |
| Fortitude Family Office, LLC | 0.00% | Add +7.0% | 123 | $16K |
| Alpine Bank Wealth Management | 0.00% | New | 117 | $16K |
| First Pacific Financial | 0.00% | Add +582.4% | 116 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 116 | $16K |
| Ascentis Independent Advisors | 0.04% | Reduce -32.0% | 104 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 104 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $13K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -98.2% | 90 | $12K |
| CX Institutional | 0.00% | Add +1.1% | 89 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.3% | 88 | $12K |
| Crewe Advisors LLC | 0.00% | New | 86 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 78 | $10K |
| Paladin Partners, LLC | 0.01% | No change | 77 | $10K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $10K |
| Quarry LP | 0.00% | Reduce -85.6% | 72 | $10K |
| Bogart Wealth, LLC | 0.00% | Reduce -9.3% | 68 | $9K |
| Westfuller Advisors, LLC | 0.00% | No change | 67 | $9K |
| Key Financial Inc | 0.00% | No change | 67 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +67.5% | 67 | $9K |
| Larson Financial Group LLC | 0.00% | Reduce -12.5% | 63 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -27.9% | 62 | $8K |
| Webster Bank, N. A. | 0.00% | New | 58 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -22.2% | 56 | $8K |
| Fiduciary Financial Advisors | 0.00% | New | 60 | $7K |
| True Wealth Design, LLC | 0.00% | New | 54 | $7K |
| Basepoint Wealth LLC | 0.00% | No change | 52 | $7K |
| Tidemark, LLC | 0.00% | New | 51 | $7K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 50 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.1% | 47 | $6K |
| Entrust Financial LLC | 0.00% | No change | 46 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 44 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 44 | $6K |
| International Assets Investment Management, LLC | 0.00% | Add +27.3% | 42 | $6K |
| Optiver Holding B.V. | 0.00% | New | 43 | $6K |
| SBI Securities Co., Ltd. | 0.00% | No change | 42 | $6K |
| American National Bank & Trust | 0.00% | No change | 36 | $5K |
| TD Capital Management LLC | 0.00% | Reduce -35.7% | 36 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 35 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 33 | $4K |
| North Star Investment Management Corp. | 0.00% | Reduce -43.4% | 30 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 28 | $4K |
| IFG Advisory, LLC | 0.00% | New | 28 | $4K |
| Bravera Wealth | 0.00% | No change | 27 | $4K |
| Rothschild Investment LLC | 0.00% | Add +68.8% | 27 | $4K |
| PFS Partners, LLC | 0.00% | No change | 26 | $4K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 26 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +13.6% | 25 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 24 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -73.9% | 24 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 23 | $3K |
| Zions Bancorporation, National Association | 0.00% | Reduce -45.2% | 23 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 22 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 21 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 20 | $3K |
| Bare Financial Services, Inc | 0.00% | Reduce -20.0% | 16 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -78.4% | 16 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 15 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 14 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 13 | $2K |
| SHP Wealth Management | 0.00% | Add +44.4% | 13 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +44.4% | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 12 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 11 | $1K |
| Bayban | 0.00% | No change | 11 | $1K |
| Investors Research Corp | 0.00% | No change | 11 | $1K |
| Quent Capital, LLC | 0.00% | Reduce -84.4% | 10 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +28.6% | 9 | $1K |
| Rossby Financial, LCC | 0.00% | Add +50.0% | 9 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -42.9% | 8 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 8 | $1K |
| MidFirst Bank | 0.00% | No change | 8 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -63.2% | 7 | $939 |
| HFM Investment Advisors, LLC | 0.00% | Add +133.3% | 7 | $939 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -14.3% | 6 | $805 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -44.4% | 5 | $671 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $671 |
| American Capital Advisory, LLC | 0.00% | Reduce -20.0% | 4 | $537 |
| Breakwater Investment Management | 0.00% | No change | 4 | $537 |
| Marquette Asset Management, LLC | 0.00% | Reduce -42.9% | 4 | $537 |
| LRI Investments, LLC | 0.00% | New | 3 | $402 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $276 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $268 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $268 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $135 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $135 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $135 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $134 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is HLI's weight in each manager's 13F, not the share of Houlihan Lokey Inc. the manager owns.