Hewlett Packard EnterpriseHPE

13F holders, Q2 2024 (June 30)
981holders +82
144new positions
67sold out
15famous investors
$21.17avg. 13F price*

At the end of Q2 2024, 981 institutions reported holding Hewlett Packard Enterprise (HPE) in their 13F filings, up 82 from Q1 2024. 144 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock Inc. ($2.7B) and State Street Corp. ($1.5B). 15 famous investors held it, including Gavin Baker (4.1% of Atreides Management's portfolio), Alex Sacerdote (1.5% of Whale Rock Capital Management's portfolio) and Cliff Asness (0.4% of AQR Capital Management's portfolio).

Company
Hewlett Packard Enterprise
Sector
Technology
CUSIP
42824C109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions144$562.9M
Exits67$199.5M

All 13F filers, Q1 2024 → Q2 2024: 137,379,459 shares bought and 153,894,405 shares sold, net −16,514,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 981 holders

Vanguard Group Inc. 0.07% Add +1.1% 163,624,199 $3.5B
BlackRock Inc. 0.06% Add +3.5% 125,546,158 $2.7B
State Street Corp. 0.06% Add +0.9% 68,818,693 $1.5B
Bank of America Corp. 0.10% Add +2.1% 49,386,499 $1.0B
Primecap Management Co. 0.49% Reduce -0.7% 31,775,271 $672.7M
Geode Capital Management, LLC 0.06% Add +1.9% 31,241,664 $660.3M
Arrowstreet Capital, Limited Partnership 0.44% Add +5.0% 23,399,915 $495.4M
Pacer Advisors, Inc. 1.15% Add +14953.2% 23,189,645 $490.9M
Nuveen Asset Management, LLC 0.12% Reduce -3.8% 19,041,127 $403.7M
Dimensional Fund Advisors LP 0.10% Add +4.6% 18,871,236 $399.5M
Invesco Ltd. 0.08% Reduce -0.6% 18,289,629 $387.2M
JPMorgan Chase & Co. 0.03% Add +83.3% 16,785,364 $355.3M
Morgan Stanley 0.02% Add +17.2% 15,144,301 $320.6M
LSV Asset Management 0.70% Reduce -3.3% 15,060,346 $318.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +17.4% 14,774,825 $312.8M
Legal & General Group Plc 0.08% Reduce -2.2% 14,103,873 $298.6M
Northern Trust Corp. 0.05% Reduce -0.3% 13,532,953 $286.5M
Deutsche Bank AG 0.12% Add +23.1% 12,851,390 $272.1M
Slate Path Capital LP 5.28% Add +50.8% 12,307,000 $260.5M
AQR Capital Management 0.37% Reduce -20.1% 11,574,767 $243.4M
Boston Partners 0.29% Add +519.6% 10,828,705 $229.2M
HSBC Holdings PLC 0.14% Reduce -2.4% 10,284,341 $217.5M
Bank of New York Mellon Corp 0.04% Add +2.6% 9,483,975 $200.8M
Charles Schwab Investment Management Inc. 0.04% Add +1.8% 9,479,615 $200.7M
Marshall Wace, LLP 0.27% Add +3228.2% 8,825,249 $186.8M
Citadel Advisors 0.18% Reduce -6.0% 8,315,814 $176.0M
First Trust Advisors LP 0.18% Reduce -6.3% 8,098,932 $171.5M
California Public Employees Retirement System 0.10% Reduce -14.2% 6,642,935 $140.6M
Millennium Management 0.11% Add +55.3% 5,986,758 $126.7M
Atreides Management 4.13% New 5,979,283 $126.6M
Aberdeen Group plc 0.24% Add +7.3% 5,823,757 $123.3M
Amundi 0.05% Reduce -19.0% 5,915,585 $122.3M
Goldman Sachs Group Inc. 0.02% Reduce -1.1% 5,636,771 $119.3M
Norges Bank 0.02% Add +90.5% 5,571,838 $118.0M
Nordea Investment Management AB 0.13% Add +13.2% 5,346,389 $113.0M
Whale Rock Capital Management 1.54% New 5,128,753 $108.6M
Prudential Financial Inc. 0.14% Reduce -19.3% 4,503,673 $95.3M
Ameriprise Financial Inc. 0.02% Add +136.4% 4,318,866 $91.5M
Panagora Asset Management Inc. 0.45% Add +336.7% 4,269,603 $90.4M
Retirement Systems of Alabama 0.34% Reduce -5.3% 4,213,861 $89.2M
AustralianSuper Pty Ltd 0.49% No change 4,046,080 $85.7M
UBS Group AG 0.03% Add +34.5% 3,927,151 $83.1M
Swiss National Bank 0.06% Reduce -1.1% 3,849,100 $81.5M
Epoch Investment Partners, Inc. 0.35% Reduce -4.1% 3,585,721 $75.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -9.5% 3,490,376 $73.9M
Barclays PLC 0.03% Reduce -82.7% 3,448,238 $73.0M
T. Rowe Price Associates Inc. 0.01% Add +54.6% 3,196,181 $67.7M
Jane Street Group, LLC 0.07% Add +1221.3% 3,028,145 $64.1M
SRS Investment Management, LLC 0.86% New 3,000,137 $63.5M
Allianz Asset Management GmbH 0.10% Reduce -10.9% 2,945,836 $62.4M
Caisse de depot et placement du Quebec 0.15% Reduce -15.1% 2,931,698 $62.1M
National Pension Service 0.07% Reduce -4.7% 2,729,867 $57.8M
Rhumbline Advisers 0.05% Add +0.7% 2,565,453 $54.3M
Citigroup Inc. 0.05% Reduce -51.4% 2,536,070 $53.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Add +351.4% 2,509,410 $53.1M
FMR LLC 0.00% Add +3.8% 2,409,262 $51.0M
Russell Investments Group, Ltd. 0.08% Reduce -18.8% 2,402,150 $50.8M
Royal Bank of Canada 0.01% Reduce -31.5% 2,347,346 $49.7M
GMO 0.17% Reduce -6.4% 2,341,149 $49.6M
Raymond James & Associates 0.03% Add +29.9% 2,287,696 $48.4M
Aviva PLC 0.14% Add +10.3% 2,256,146 $47.8M
Bank of Montreal 0.01% Add +85.5% 2,227,035 $47.1M
Victory Capital Management Inc. 0.05% Reduce -11.7% 2,175,493 $46.1M
National Bank of Canada 0.07% Add +6.1% 2,169,363 $45.9M
California State Teachers Retirement System 0.06% Add +0.1% 2,168,262 $45.9M
CANADA LIFE ASSURANCE Co 0.08% Reduce -1.7% 2,094,122 $44.3M
Mackenzie Financial Corp. 0.07% Add +33.3% 2,085,556 $44.2M
Robeco Institutional Asset Management B.V. 0.09% Reduce -9.8% 2,070,701 $43.8M
Alliancebernstein L.P. 0.02% Reduce -0.3% 2,049,235 $43.4M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +7.4% 1,952,096 $41.3M
Storebrand Asset Management As 0.14% Reduce -3.9% 1,921,513 $40.7M
BNP Paribas Financial Markets 0.04% Add +29.0% 1,853,784 $39.2M
APG Asset Management N.V. 0.07% Add +3.2% 1,893,708 $37.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +11.3% 1,756,552 $37.2M
AXA S.A. 0.11% Reduce -19.8% 1,749,169 $37.0M
LPL Financial LLC 0.02% Reduce -24.4% 1,613,495 $34.2M
DNB Asset Management AS 0.15% Add +437.4% 1,529,145 $32.4M
State Board of Administration of Florida Retirement System 0.06% Reduce -2.0% 1,493,649 $31.6M
Principal Financial Group Inc. 0.02% Reduce -2.4% 1,492,130 $31.6M
Two Sigma Advisers, LP 0.07% Reduce -89.8% 1,470,900 $31.1M
American Century Companies Inc. 0.02% Add +424.4% 1,447,101 $30.6M
Point72 Asset Management 0.10% Reduce -31.1% 1,443,168 $30.6M
Vontobel Holding Ltd. 0.10% Add +78.0% 1,438,277 $30.4M
UG Investment Advisers Ltd. 10.19% Reduce -52.2% 1,409,246 $29.8M
Glenmede Trust Co. NA 0.15% Reduce -11.3% 1,384,852 $29.3M
New York State Teachers Retirement System 0.06% Add +3.2% 1,365,364 $28.9M
Man Group plc 0.08% Add +1.5% 1,338,684 $28.3M
Sei Investments Co. 0.04% Reduce -0.4% 1,317,820 $27.9M
Federated Hermes, Inc. 0.07% Add +0.2% 1,309,064 $27.7M
Voya Investment Management LLC 0.03% Add +27.6% 1,299,943 $27.5M
Schroder Investment Management Group 0.03% Add +218.8% 1,227,381 $26.0M
Swedbank AB 0.03% Reduce -21.1% 1,202,073 $25.4M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Add +1497.7% 1,187,039 $25.1M
Korea Investment CORP 0.06% Add +94.8% 1,186,122 $25.1M
Globeflex Capital L P 2.58% Add +383.1% 1,166,194 $24.7M
Lazard Asset Management LLC 0.03% Add +83528.5% 1,155,746 $24.5M
Bank of Nova Scotia 0.05% Reduce -3.3% 1,143,367 $24.2M
Renaissance Technologies 0.04% Reduce -72.1% 1,130,800 $23.9M
Wells Fargo & Company 0.01% Add +7.5% 1,079,718 $22.9M
DekaBank Deutsche Girozentrale 0.04% Add +5.6% 1,062,823 $22.6M
TD Asset Management Inc 0.02% Add +8.4% 984,484 $20.8M
Thompson Siegel & Walmsley LLC 0.33% Reduce -58.9% 981,205 $20.8M
Twin Tree Management, LP 0.61% Add +91.9% 978,859 $20.7M
DigitalBridge Group, Inc. 1.83% New 968,142 $20.5M
New York State Common Retirement Fund 0.03% Add +0.1% 935,458 $19.8M
Adage Capital Partners Gp, L.L.C. 0.04% Add +8.5% 922,036 $19.5M
Rheos Capital Works Inc. 1.00% New 900,000 $19.1M
Illinois Municipal Retirement Fund 0.28% Add +11.2% 862,160 $18.3M
Clifford Swan Investment Counsel LLC 0.67% Reduce -11.6% 847,483 $17.9M
Brandywine Global Investment Management, LLC 0.13% Add +3.3% 844,586 $17.9M
Manufacturers Life Insurance Company, The 0.02% Add +1.4% 805,278 $17.0M
Zacks Investment Management 0.19% Add +4568.5% 804,939 $17.0M
Franklin Resources Inc. 0.01% Add +9.4% 789,733 $16.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +212.0% 764,538 $16.2M
Teacher Retirement System of Texas 0.09% Add +152.4% 763,400 $16.2M
Alight Capital Management LP 3.93% New 750,000 $15.9M
Canada Pension Plan Investment Board 0.02% Reduce -7.7% 749,400 $15.9M
Dodge & Cox 0.01% Reduce -98.5% 747,383 $15.8M
Pictet Asset Management Holding SA 0.02% Add +9.9% 747,264 $15.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Add +5.6% 743,323 $15.7M
State of Wisconsin Investment Board 0.04% Add +3.8% 741,745 $15.7M
Treasurer of the State of North Carolina 0.07% Add +7.3% 737,041 $15.6M
Gabelli Funds LLC 0.12% Reduce -1.5% 736,000 $15.6M
KBC Group NV 0.05% Add +25.4% 725,480 $15.4M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.4% 711,670 $15.1M
Handelsbanken Fonder AB 0.07% Add +4.0% 708,805 $15.0M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -41.6% 704,106 $14.9M
Minneapolis Portfolio Management Group, LLC 2.01% New 702,608 $14.9M
Toronto Dominion Bank 0.02% Reduce -17.3% 696,784 $14.8M
Penserra Capital Management LLC 0.18% Reduce -1.7% 690,353 $14.6M
Stifel Financial Corp. 0.02% Add +9.0% 678,682 $14.4M
SG Americas Securities, LLC 0.09% Add +35.3% 645,593 $13.7M
BI Asset Management Fondsmaeglerselskab A/S 0.22% Add +323.3% 639,636 $13.5M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -3.1% 638,323 $13.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 636,728 $13.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +56.9% 597,787 $12.7M
Natixis Advisors, LLC 0.03% Add +12.7% 587,278 $12.4M
Public Employees Retirement System of Ohio 0.05% Reduce -0.6% 570,537 $12.1M
Danske Bank A/S 0.04% Reduce -25.8% 568,927 $12.0M
Crawford Investment Counsel Inc. 0.23% Reduce -0.0% 557,175 $11.8M
GTS Securities LLC 0.24% Add +350.4% 548,933 $11.6M
Balyasny Asset Management L.P. 0.03% Reduce -74.5% 547,248 $11.6M
Walleye Trading LLC 0.23% Add +151.3% 545,250 $11.5M
Royal London Asset Management Ltd. 0.03% Add +4.1% 539,452 $11.4M
Envestnet Asset Management Inc. 0.00% Add +28.1% 535,230 $11.3M
Graham Capital Management, L.P. 0.71% New 533,859 $11.3M
Forsta Ap-Fonden 0.10% Reduce -15.7% 532,200 $11.3M
Corebridge Financial, Inc. 0.06% — 530,593 $11.2M
Tairen Capital Ltd 0.40% New 525,000 $11.1M
Walleye Capital LLC 0.13% Add +82.5% 523,095 $11.1M
Neuberger Berman Group LLC 0.01% Add +0.6% 521,468 $11.0M
Nisa Investment Advisors, LLC 0.07% No change 510,073 $10.9M
GAMCO Investors 0.12% Reduce -5.8% 512,669 $10.9M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.8% 510,600 $10.8M
State of Tennessee, Department of Treasury 0.04% Reduce -2.9% 510,276 $10.8M
Asset Management One Co., Ltd. 0.04% Reduce -0.3% 506,992 $10.7M
State of Michigan Retirement System 0.06% Add +2.0% 505,281 $10.7M
Ensign Peak Advisors, Inc 0.02% Reduce -20.0% 489,962 $10.4M
State of New Jersey Common Pension Fund D 0.04% Reduce -32.4% 479,928 $10.2M
Maxi Investments CY Ltd 2.26% New 475,590 $10.1M
Intech Investment Management LLC 0.12% Reduce -72.8% 472,787 $10.0M
Cantor Fitzgerald Investment Advisors L.P. 0.77% Reduce -3.9% 469,170 $9.9M
Point72 Hong Kong Ltd 0.60% Reduce -22.6% 461,644 $9.8M
Rafferty Asset Management, LLC 0.04% Add +7.8% 456,815 $9.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.29% Add +1.0% 456,361 $9.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.11% — 449,260 $9.5M
STRS Ohio 0.04% Add +322.3% 446,842 $9.5M
Achmea Investment Management B.V. 0.17% Add +3.3% 442,725 $9.4M
Westwood Holdings Group Inc. 0.07% New 427,184 $9.0M
O'shaughnessy Asset Management, LLC 0.09% Add +15.3% 425,911 $9.0M
Resona Asset Management Co.,Ltd. 0.05% Reduce -9.9% 423,536 $9.0M
Amalgamated Bank 0.08% Reduce -4.6% 420,976 $8.9M
D L Carlson Investment Group Inc. 1.72% Reduce -0.6% 420,748 $8.9M
Hodges Capital Management Inc. 0.59% New 414,802 $8.8M
Simplex Trading, LLC 0.28% Add +243.0% 414,679 $8.8M
LBP Am SA 0.35% Reduce -5.5% 408,157 $8.6M
Foster & Motley Inc. 0.58% Reduce -0.5% 400,750 $8.5M
Truist Financial Corp. 0.01% Add +16.8% 390,521 $8.3M
Nomura Asset Management Co. Ltd. 0.03% Add +4.2% 388,784 $8.2M
Alerus Financial NA 0.62% New 388,764 $8.2M
PNC Financial Services Group, Inc. 0.01% Add +1.0% 384,107 $8.1M
Swiss Life Asset Management Ltd 0.10% Add +549.1% 382,361 $8.1M
Qube Research & Technologies Ltd 0.01% Reduce -94.0% 380,393 $8.1M
Corient Private Wealth LP 0.01% Add +3.5% 376,221 $8.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.24% Add +1669.9% 368,827 $7.8M
State of Alaska, Department of Revenue 0.09% Add +3.7% 360,929 $7.6M
Natixis Investment Managers International 0.57% Reduce -0.9% 358,670 $7.6M
Arizona State Retirement System 0.05% Reduce -0.1% 357,107 $7.6M
Bayesian Capital Management, LP 0.86% New 354,018 $7.5M
MetLife Investment Management, LLC 0.04% Add +13.9% 346,700 $7.3M
IFM Investors Pty Ltd 0.07% Add +0.8% 332,933 $7.0M
Susquehanna International Group, LLP 0.01% Reduce -29.0% 331,376 $7.0M
Lombard Odier Asset Management (Switzerland) SA 0.68% Reduce -22.5% 317,607 $6.7M
Melqart Asset Management (UK) Ltd 0.63% Reduce -28.6% 316,193 $6.7M
ING Groep NV 0.04% Reduce -57.8% 315,931 $6.7M
Wellington Management Group LLP 0.00% Reduce -6.1% 308,668 $6.5M
Gotham Asset Management 0.08% Add +7.4% 308,287 $6.5M
Federation des caisses Desjardins du Quebec 0.04% Reduce -17.7% 308,036 $6.5M
Masters Capital Management LLC 1.14% New 300,000 $6.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.1% 285,546 $6.0M
Mariner, LLC 0.01% Add +12.6% 274,043 $5.8M
ARS Investment Partners, LLC 0.55% New 272,654 $5.8M
Maplelane Capital, LLC 0.43% New 270,000 $5.7M
IMC-Chicago, LLC 0.18% Add +207.6% 269,276 $5.7M
Boothbay Fund Management, LLC 0.19% New 262,861 $5.6M
Dana Investment Advisors, Inc. 0.19% Reduce -1.4% 260,136 $5.5M
Maytus Capital Management, LLC 1.97% New 260,000 $5.5M
QRG Capital Management, Inc. 0.07% Add +18.0% 258,895 $5.5M
UniSuper Management Pty Ltd 0.05% Add +18.0% 257,598 $5.5M
Ethic Inc. 0.12% Reduce -5.5% 250,214 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +60.5% 248,973 $5.3M
Czech National Bank 0.06% Add +8.3% 247,786 $5.2M
Hel Ved Capital Management Ltd 1.81% Add +175.4% 247,000 $5.2M
Janney Montgomery Scott LLC 0.02% Add +48.1% 244,792 $5.2M
Verition Fund Management LLC 0.04% Add +91.2% 244,731 $5.2M
Macquarie Group Ltd. 0.01% Add +11.9% 243,259 $5.1M
ProShare Advisors LLC 0.01% Add +7.0% 242,196 $5.1M
Banque Cantonale Vaudoise 0.20% Reduce -18.0% 239,364 $5.1M
Crossmark Global Holdings, Inc. 0.10% Add +4.4% 236,946 $5.0M
Natixis 0.03% Reduce -86.8% 236,905 $5.0M
Harbor Island Capital LLC 2.11% Reduce -1.5% 231,568 $4.9M
Credit Agricole S A 0.03% Add +175.1% 230,584 $4.9M
Oliver Luxxe Assets LLC 1.03% New 229,285 $4.9M
Mercer Global Advisors Inc. 0.01% Add +7.9% 229,365 $4.9M
Sanctuary Advisors, LLC 0.03% — 276,520 $4.7M
Steward Partners Investment Advisory, LLC 0.05% Add +1.4% 223,947 $4.7M
Beacon Pointe Advisors, LLC 0.06% Add +17.0% 220,824 $4.7M
Tudor Investment Corporation 0.05% New 220,026 $4.7M
Crestline Management, L.P. 0.37% Add +29.4% 220,000 $4.7M
Jefferies Financial Group Inc. 0.10% Add +138.3% 216,550 $4.6M
B. Metzler seel. Sohn & Co. AG 0.04% Add +7.3% 214,062 $4.5M
Utah Retirement Systems 0.05% Reduce -4.5% 213,681 $4.5M
Parallax Volatility Advisers, L.P. 0.13% New 209,841 $4.4M
Investment Management Corp of Ontario 0.12% Add +3.9% 209,465 $4.4M
Heritage Trust Co 0.58% Add +3.9% 209,296 $4.4M
Meyer Handelman Co. 0.16% No change 209,244 $4.4M
CIBC Asset Management Inc 0.02% Reduce -5.2% 207,069 $4.4M
Contrarius Investment Management Ltd 0.27% Reduce -2.9% 206,817 $4.4M
Erste Asset Management GmbH 0.06% Add +493.5% 207,713 $4.4M
General Pension Society PZU Joint Stock Co 1.21% No change 205,500 $4.4M
Tredje AP-fonden 0.04% Reduce -1.5% 204,333 $4.3M
D. E. Shaw & Co. 0.01% Reduce -96.0% 201,853 $4.3M
Janus Henderson Group PLC 0.00% Reduce -4.3% 201,569 $4.3M
Comerica Bank 0.02% Reduce -24.8% 200,330 $4.2M
US Bancorp \de 0.01% Add +6.1% 199,845 $4.2M
New York Life Investment Management LLC 0.04% Reduce -0.8% 198,809 $4.2M
Assenagon Asset Management S.A. 0.01% Reduce -83.3% 195,698 $4.1M
Yousif Capital Management, LLC 0.05% Reduce -3.3% 192,581 $4.1M
Vanguard Personalized Indexing Management, LLC 0.08% Add +11.8% 195,300 $4.0M
Creative Planning 0.00% Add +13.1% 190,921 $4.0M
Caption Management, LLC 0.43% Add +130.9% 190,000 $4.0M
Campbell & CO Investment Adviser LLC 0.34% Add +74.4% 189,035 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -3.4% 185,981 $3.9M
Kendall Capital Management 1.31% Add +15.6% 185,320 $3.9M
Quadrature Capital Ltd 0.07% Reduce -38.0% 183,665 $3.9M
Richard Bernstein Advisors LLC 0.09% No change 181,587 $3.8M
CastleKnight Management LP 0.53% Add +136.9% 179,600 $3.8M
Brevan Howard Capital Management LP 0.26% Add +129.7% 179,446 $3.8M
Vident Advisory, LLC 0.10% Add +12.6% 178,272 $3.8M
Xponance LLC 0.04% Reduce -6.7% 177,391 $3.8M
Stoneridge Investment Partners LLC 1.41% Reduce -18.1% 175,997 $3.7M
Lighthouse Investment Partners, LLC 0.20% Add +32.0% 171,584 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +317.9% 169,575 $3.6M
Commonwealth Equity Services, LLC 0.01% Add +3.9% 168,995 $3.6M
Cibc World Markets Corp. 0.02% Add +28.6% 167,536 $3.5M
Centiva Capital, LP 0.17% New 165,479 $3.5M
Seven Eight Capital, LP 0.36% New 164,952 $3.5M
OMERS ADMINISTRATION Corp 0.03% New 163,034 $3.5M
Two Sigma Investments, LP 0.01% Reduce -98.3% 160,700 $3.4M
Quantinno Capital Management LP 0.06% Add +5.2% 159,781 $3.4M
Nissay Asset Management Corp. /Japan 0.02% Add +4.2% 159,588 $3.4M
Eagle Asset Management Inc. 0.02% New 159,148 $3.4M
NewEdge Advisors, LLC 0.02% Add +45.6% 232,409 $3.4M
Cetera Investment Advisers 0.01% Add +30.2% 157,793 $3.3M
Aquatic Capital Management LLC 0.12% New 156,300 $3.3M
Pathstone Holdings, LLC 0.01% Add +0.4% 155,636 $3.3M
Schonfeld Strategic Advisors LLC 0.03% Add +891.9% 155,423 $3.3M
M&T Bank Corp 0.01% Reduce -0.2% 153,036 $3.2M
NorthCoast Asset Management LLC 0.03% Add +2.6% 151,658 $3.2M
Wolverine Trading, LLC 0.05% Add +153.8% 150,236 $3.2M
Alaska Permanent Fund Corp 0.05% Add +1.6% 159,573 $3.2M
Cresset Asset Management, LLC 0.01% Add +38.5% 149,039 $3.2M
Daiwa Securities Group Inc. 0.02% Add +9.1% 148,414 $3.1M
Savant Capital, LLC 0.03% Add +3.5% 147,781 $3.1M
Cerity Partners LLC 0.01% Reduce -1.9% 147,639 $3.1M
iA Global Asset Management Inc. 0.06% Add +159.1% 145,158 $3.1M
Radnor Capital Management, LLC 0.93% Reduce -2.7% 144,538 $3.1M
Osaic Holdings, Inc. 0.01% Add +22.0% 143,421 $3.0M
Bryn Mawr Trust Advisors, LLC 0.17% No change 143,346 $3.0M
Cozad Asset Management Inc. 0.30% Reduce -1.3% 143,274 $3.0M
Shelton Capital Management 0.08% Reduce -29.9% 142,691 $3.0M
Advisors Asset Management, Inc. 0.06% Reduce -14.8% 141,596 $3.0M
HighTower Advisors, LLC 0.00% Reduce -4.0% 142,082 $3.0M
ClariVest Asset Management LLC 0.30% New 139,521 $3.0M
Phoenix Financial Ltd. 0.04% Add +832.8% 139,912 $2.9M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.7% 134,105 $2.8M
Tidal Investments LLC 0.04% Add +166.2% 133,561 $2.8M
Great Lakes Advisors, LLC 0.03% Add +489.7% 133,536 $2.8M
MML Investors Services, LLC 0.01% Add +12.2% 133,203 $2.8M
Hourglass Capital, LLC 0.84% Add +45.6% 133,150 $2.8M
Maverick Capital 0.05% Add +280.3% 132,601 $2.8M
ExodusPoint Capital Management, LP 0.03% Reduce -80.3% 132,036 $2.8M
Lecap Asset Management Ltd. 0.60% Reduce -45.7% 130,933 $2.8M
Guggenheim Capital LLC 0.02% Reduce -15.1% 130,836 $2.8M
Rockefeller Capital Management L.P. 0.01% Add +71.2% 129,641 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.1% 126,608 $2.7M
1832 Asset Management L.P. 0.00% Reduce -13.8% 126,184 $2.7M
Kintegral Advisory, LLC 0.25% Reduce -0.4% 123,549 $2.6M
West Tower Group, LLC 7.03% New 122,812 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Add +15.2% 122,632 $2.6M
Vinva Investment Management Ltd 0.13% Add +82.5% 122,249 $2.6M
Elo Mutual Pension Insurance Co 0.06% Add +0.5% 119,347 $2.5M
Andra AP-fonden 0.04% Reduce -69.9% 118,400 $2.5M
CenterBook Partners LP 0.15% New 117,185 $2.5M
Insight Wealth Strategies, LLC 0.35% Reduce -6.3% 115,853 $2.5M
AE Wealth Management LLC 0.02% Reduce -1.5% 115,214 $2.4M
Lakewood Asset Management LLC 1.69% Reduce -0.7% 114,247 $2.4M
Convergence Investment Partners, LLC 0.70% New 112,678 $2.4M
First Nebraska Trust Co 0.25% Reduce -0.8% 112,671 $2.4M
PDT Partners, LLC 0.22% No change 111,794 $2.4M
Oregon Public Employees Retirement Fund 0.05% Add +0.5% 111,617 $2.4M
Empowered Funds, LLC 0.04% Add +17.8% 110,528 $2.3M
Candriam S.C.A. 0.01% Reduce -83.9% 109,819 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -1.1% 109,204 $2.3M
Linden Thomas Advisory Services, LLC 0.35% Add +2.6% 107,483 $2.3M
Gulf International Bank (UK) Ltd 0.06% Reduce -3.8% 106,876 $2.3M
USS Investment Management Ltd 0.02% No change 105,300 $2.2M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -6.4% 104,830 $2.2M
Towne Trust Company, N.A 0.86% Reduce -21.2% 104,680 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.6% 103,379 $2.2M
Waterfront Wealth Inc. 0.59% Add +11.3% 102,941 $2.2M
Y-Intercept (Hong Kong) Ltd 0.12% New 102,794 $2.2M
Symmetry Investments LP 0.27% New 102,646 $2.2M
Lifeworks Advisors, LLC 0.60% Reduce -10.2% 102,355 $2.2M
Mizuho Securities USA LLC 0.05% New 100,234 $2.1M
Forge First Asset Management Inc. 0.89% New 99,200 $2.1M
Maryland State Retirement & Pension System 0.04% No change 98,747 $2.1M
Kentucky Retirement Systems 0.06% Reduce -0.8% 97,963 $2.1M
Zurich Insurance Group Ltd 0.02% No change 95,000 $2.0M
Summit Securities Group LLC 0.77% New 95,000 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -3.8% 91,452 $1.9M
MBB Public Markets I LLC 0.04% New 91,274 $1.9M
Williams Jones Wealth Management, LLC. 0.02% No change 90,953 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.2% 89,948 $1.9M
Lombard Odier Asset Management (Europe) Ltd 0.13% New 89,611 $1.9M
J. Safra Sarasin Holding AG 0.03% — 89,231 $1.9M
CX Institutional 0.09% Reduce -2.1% 88,972 $1.9M
Ingalls & Snyder LLC 0.08% Add +2.6% 87,856 $1.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.06% Reduce -61.2% 87,543 $1.9M
HB Wealth Management, LLC 0.02% Reduce -8.6% 86,649 $1.8M
Van Eck Associates Corp. 0.00% Add +5.6% 86,552 $1.8M
Caprock Group, LLC 0.07% Add +240.7% 83,433 $1.8M
AlphaStar Capital Management, LLC 0.16% Add +15.9% 83,651 $1.8M
Fifth Third Bancorp 0.01% Add +173.7% 83,606 $1.8M
Ontario Teachers Pension Plan Board 0.02% Add +54.3% 83,481 $1.8M
Prudential PLC 0.01% Reduce -66.4% 83,272 $1.8M
Metis Global Partners, LLC 0.06% Reduce -7.7% 83,268 $1.8M
Hartford Investment Management Co. 0.06% Reduce -1.0% 83,228 $1.8M
Wealthfront Advisers LLC 0.01% Add +12.4% 79,446 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +2.2% 78,458 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +2.2% 78,458 $1.7M
Harvest Fund Management Co., Ltd 0.12% Add +3814.9% 78,337 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -73.5% 78,673 $1.7M
Transform Wealth, LLC 0.12% Add +1.1% 76,943 $1.6M
Captrust Financial Advisors 0.01% Add +8.3% 77,075 $1.6M
Madison Asset Management, LLC 0.02% New 76,747 $1.6M
Lee Danner & Bass Inc. 0.12% — 75,584 $1.6M
Freedom Investment Management, Inc. 0.13% New 75,455 $1.6M
Greenwich Wealth Management LLC 0.12% Reduce -0.6% 75,364 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -2.3% 74,750 $1.6M
Oppenheimer & Co. Inc. 0.03% Add +80.9% 74,667 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.8% 73,600 $1.6M
Landscape Capital Management, L.L.C. 0.13% New 73,000 $1.5M
Caxton Associates LP 0.06% No change 72,878 $1.5M
PGGM Investments 0.02% Reduce -3.5% 72,442 $1.5M
Davidson Kempner Capital Management LP 0.04% Reduce -42.6% 71,719 $1.5M
Alps Advisors Inc. 0.01% Reduce -4.9% 69,223 $1.5M
AIA Group Ltd 0.04% Add +3.4% 69,062 $1.5M
CSS LLC 0.32% Add +86.8% 68,874 $1.5M
Engineers Gate Manager LP 0.03% Reduce -18.9% 68,826 $1.5M
Lido Advisors, LLC 0.01% Add +5.8% 67,779 $1.4M
Bridgewater Associates 0.01% New 67,204 $1.4M
Princeton Capital Management LLC 0.46% Add +18.1% 67,070 $1.4M
Ostrum Asset Management 0.12% Reduce -32.2% 66,820 $1.4M
Machina Capital S.A.S. 0.63% Add +19.1% 66,448 $1.4M
M&G PLC 0.01% New 65,394 $1.4M
New Mexico Educational Retirement Board 0.05% No change 64,608 $1.4M
Long Run Wealth Advisors, LLC 0.34% Reduce -0.9% 64,190 $1.4M
Greenwood Capital Associates LLC 0.18% Reduce -4.9% 63,452 $1.3M
Axq Capital, LP 0.31% New 63,450 $1.3M
Atlas Capital Advisors Inc. 0.17% Reduce -5.5% 62,560 $1.3M
Railway Pension Investments Ltd 0.02% New 62,100 $1.3M
Westside Investment Management, Inc. 0.30% Reduce -1.1% 62,048 $1.3M
Cwm, LLC 0.01% Add +41.9% 61,979 $1.3M
Legacy Bridge, LLC 0.76% New 60,825 $1.3M
Midwest Professional Planners, LTD. 0.43% Add +16.8% 60,113 $1.3M
Sherbrooke Park Advisers LLC 0.22% Reduce -15.5% 59,479 $1.3M
E. Ohman J:or Asset Management AB 0.03% Add +16.9% 58,852 $1.2M
Ellsworth Advisors, LLC 0.35% New 58,504 $1.2M
Argyle Capital Management, LLC 0.50% Reduce -10.8% 57,675 $1.2M
Commerce Bank 0.01% Add +0.1% 57,520 $1.2M
Mission Wealth Management, LP 0.03% Add +45.8% 57,493 $1.2M
Hilltop Holdings Inc. 0.14% New 57,329 $1.2M
Bonness Enterprises Inc. 0.44% No change 57,100 $1.2M
Ieq Capital, LLC 0.02% Add +39.9% 56,423 $1.2M
North Star Investment Management Corp. 0.09% Add +392.5% 56,385 $1.2M
Headlands Technologies LLC 0.12% New 55,106 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +58.4% 55,352 $1.2M
CHICAGO TRUST Co NA 0.23% New 54,122 $1.1M
180 Wealth Advisors, LLC 0.19% Reduce -4.7% 53,758 $1.1M
Guidance Capital, Inc. 0.37% Add +4.8% 56,575 $1.1M
Ritholtz Wealth Management 0.04% Add +1.3% 52,867 $1.1M
Peapack Gladstone Financial Corp. 0.02% Reduce -1.6% 52,889 $1.1M
Ballentine Partners, LLC 0.02% Add +27.4% 52,625 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +8.1% 52,201 $1.1M
Private Advisor Group, LLC 0.01% Reduce -0.0% 51,688 $1.1M
Needham Investment Management LLC 0.09% Add +87.3% 51,500 $1.1M
Econ Financial Services Corp 0.67% New 50,917 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +7.0% 50,691 $1.1M
HAP Trading, LLC 0.47% Add +41.7% 50,580 $1.1M
Fortem Financial Group, LLC 0.46% Reduce -2.9% 50,493 $1.1M
MAI Capital Management 0.01% Reduce -2.5% 50,247 $1.1M
Mosaic Family Wealth Partners, LLC 0.17% No change 50,000 $1.1M
Public Sector Pension Investment Board 0.01% Add +89.7% 49,955 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -1.1% 48,946 $1.0M
Polianta Ltd 0.52% New 49,000 $1.0M
Aviso Financial Inc. 0.06% — 47,550 $1.0M
NEOS Investment Management LLC 0.04% Add +46.8% 46,860 $992K
Blair William & Co. 0.00% Add +2.1% 45,975 $973K
Tower Research Capital LLC (TRC) 0.02% Reduce -37.3% 45,773 $969K
Norinchukin Bank, The 0.03% Add +1.4% 45,635 $966K
Jackson Square Capital, LLC 0.24% Reduce -7.1% 45,375 $961K
Keybank National Association 0.00% Add +0.1% 45,001 $953K
Game Creek Capital, LP 0.53% Add +328.6% 45,000 $953K
Buckingham Strategic Wealth, LLC 0.01% Add +14.9% 44,905 $951K
Eagle Harbor Asset Management Inc. 1.00% Reduce -2.0% 44,225 $936K
Pitcairn Co. 0.06% Add +28.8% 43,937 $930K
Empirical Finance, LLC 0.06% Reduce -7.1% 43,584 $923K
Athena Investment Management 0.56% Reduce -1.9% 43,562 $922K
Plato Investment Management Ltd 0.09% Add +112.8% 43,558 $922K
DGS Capital Management, LLC 0.25% Reduce -4.5% 42,823 $907K
Two Sigma Securities, LLC 0.04% Reduce -1.3% 42,018 $890K
First Trust Direct Indexing L.P. 0.05% Add +28.8% 41,943 $888K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -2.3% 41,930 $888K
Bleakley Financial Group, LLC 0.03% Reduce -6.5% 41,552 $880K
Simplicity Wealth,LLC 0.02% Reduce -6.1% 41,552 $880K
Bessemer Group Inc. 0.00% Add +1.4% 41,359 $876K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 41,372 $876K
Capital Investment Counsel, Inc 0.13% Add +1.2% 41,269 $874K
Mutual Advisors, LLC 0.03% Add +26.4% 43,552 $845K
United Services Automobile Association 0.02% Reduce -6.7% 39,811 $843K
Regions Financial Corp. 0.01% No change 39,160 $829K
Cypress Capital Group 0.10% New 39,005 $826K
Qsemble Capital Management, LP 0.16% Add +9.5% 38,925 $824K
Group One Trading LLC 0.03% New 38,463 $814K
Collaborative Holdings Management LP 1.84% New 38,000 $804K
Farther Finance Advisors, LLC 0.04% Add +443.8% 37,728 $798K
Legacy Capital Group California, Inc. 0.29% Add +1.0% 37,637 $797K
Praxis Investment Management Inc. 0.06% No change 46,690 $794K
Nomura Holdings Inc. 0.01% Reduce -99.3% 37,232 $788K
Ridgewood Investments LLC 0.39% No change 37,101 $785K
Leonteq Securities AG 0.11% Reduce -26.6% 36,572 $774K
CIBC Private Wealth Group LLC 0.00% Add +17.5% 36,557 $764K
Applied Finance Capital Management, LLC 0.04% New 35,752 $757K
Tokio Marine Asset Management Co. Ltd. 0.04% No change 35,713 $756K
Bailard, Inc. 0.02% Add +1.7% 35,349 $748K
Parallel Advisors, LLC 0.02% Add +5.9% 35,264 $747K
Squarepoint Ops LLC 0.00% Reduce -95.3% 35,229 $746K
Dumont & Blake Investment Advisors LLC 0.10% Add +100.0% 35,038 $742K
United Capital Financial Advisors, LLC 0.01% Add +2.2% 35,014 $741K
Sigma Planning Corp 0.02% Add +74.9% 34,467 $730K
Allworth Financial LP 0.00% Reduce -3.6% 35,485 $727K
Impact Partnership Wealth, LLC 0.19% Add +13698.4% 34,082 $722K
First National Trust Co 0.03% New 33,555 $710K
Fuller & Thaler Asset Management, Inc. 0.00% Add +417.0% 32,545 $689K
Hershey Financial Advisers, LLC 0.61% — 32,303 $684K
Fortitude Advisory Group L.L.C. 0.39% Reduce -0.3% 31,089 $658K
Concurrent Investment Advisors, LLC 0.02% Add +138.0% 30,938 $655K
EP Wealth Advisors, LLC 0.01% Add +20.3% 30,741 $651K
Walled Lake Planning & Wealth Management, LLC 0.26% Add +0.1% 30,501 $646K
Ceeto Capital Group, LLC 0.25% Reduce -9.1% 30,000 $639K
NJ State Employees Deferred Compensation Plan 0.08% No change 30,000 $635K
RBF Capital, LLC 0.04% Reduce -25.0% 30,000 $635K
Abacus Planning Group, Inc. 0.12% Add +14.4% 29,973 $635K
Graypoint LLC 0.04% Add +5.6% 29,953 $634K
Cacti Asset Management LLC 0.05% No change 30,000 $631K
Integrated Wealth Concepts LLC 0.01% Add +39.5% 29,682 $628K
V-Square Quantitative Management LLC 0.10% Reduce -12.9% 29,412 $623K
Investors Asset Management of Georgia Inc. /Ga/ 0.30% Reduce -3.1% 29,241 $619K
Twin Capital Management Inc. 0.07% Reduce -0.8% 29,212 $618K
SOL Capital Management CO 0.07% Reduce -2.7% 29,142 $617K
Avantax Advisory Services, Inc. 0.00% Add +61.6% 28,722 $608K
Fiduciary Trust Co 0.01% Add +0.5% 28,596 $605K
Kestra Private Wealth Services, LLC 0.01% Add +14.0% 28,437 $602K
Abn Amro Investment Solutions 0.01% New 28,412 $601K
Impax Asset Management Group plc 0.00% New 28,400 $601K
Prelude Capital Management, LLC 0.05% New 28,396 $601K
SVB Wealth LLC 0.01% Reduce -10.5% 28,308 $599K
Ofi Invest Asset Management 0.02% Reduce -87.6% 30,145 $595K
Greenleaf Trust 0.01% Add +7.0% 27,502 $582K
Sage Advisors, LLC 0.47% Add +0.7% 27,382 $580K
Jaffetilchin Investment Partners, LLC 0.05% Add +56.5% 26,974 $571K
First Hawaiian Bank 0.02% Reduce -65.9% 26,816 $568K
Signaturefd, LLC 0.01% Add +17.6% 26,344 $558K
Profund Advisors LLC 0.02% Add +6.7% 26,293 $557K
KLCM Advisors, Inc. 0.07% New 26,281 $556K
Cohen Klingenstein LLC 0.02% No change 26,200 $555K
Capstone Investment Advisors, LLC 0.02% Add +618.7% 26,096 $552K
Sanders Morris Harris LLC 0.09% No change 26,000 $550K
Veracity Capital LLC 0.23% New 25,992 $550K
Kestra Advisory Services, LLC 0.00% Add +4.2% 25,840 $547K
Longfellow Investment Management Co. LLC 0.14% Add +0.7% 25,837 $547K
Grassi Investment Management 0.05% No change 25,600 $542K
Vestcor Inc 0.02% No change 25,552 $541K
Apollon Wealth Management, LLC 0.02% Add +0.8% 25,458 $539K
International Assets Investment Management, LLC 0.05% New 25,127 $532K
Win Advisors, Inc. 0.24% New 25,102 $531K
Mitchell McLeod Pugh & Williams Inc. 0.12% Reduce -2.8% 24,941 $528K
Piedmont Capital Management, LLC 0.36% No change 29,000 $526K
Old Port Advisors 0.16% Reduce -24.3% 24,732 $524K
Argonautica Private Wealth Management, Inc. 0.18% No change 24,686 $523K
Welch & Forbes LLC 0.01% Add +11.4% 24,421 $519K
Park Avenue Securities LLC 0.01% Add +12.0% 24,461 $518K
Menard Financial Group LLC 0.37% New 24,266 $514K
Montgomery Investment Management Inc. 0.20% No change 24,250 $513K
Whittier Trust Co. 0.01% Reduce -0.1% 23,860 $505K
Teewinot Capital Advisers, L.L.C. 0.05% Reduce -5.9% 23,802 $503K
Focus Partners Advisor Solutions, LLC 0.01% Add +15.0% 23,740 $503K
Forum Financial Management, LP 0.01% Add +12.3% 23,721 $502K
Atria Investments, Inc 0.01% New 23,513 $498K
Cherry Creek Investment Advisors, Inc. 0.26% New 23,414 $496K
Werba Rubin Papier Wealth Management 0.13% Add +46.8% 23,002 $487K
Occudo Quantitative Strategies LP 0.09% New 22,946 $486K
Geller Advisors LLC 0.04% Reduce -13.4% 22,696 $483K
Cidel Asset Management Inc. 0.04% Reduce -3.5% 22,831 $483K
Elevation Wealth Partners, LLC 0.23% Add +1.1% 22,744 $481K
Evergreen Capital Management LLC 0.02% Add +6.3% 22,339 $476K
Carret Asset Management, LLC 0.06% No change 22,350 $473K
MIdWestOne Financial Group, Inc. 0.08% Reduce -4.9% 22,208 $470K
Rathbones Group PLC 0.00% Reduce -10.3% 22,177 $469K
Synovus Financial Corp. 0.01% Reduce -10.6% 22,019 $466K
Assetmark, Inc. 0.00% Reduce -6.9% 21,626 $458K
Meeder Advisory Services, Inc. 0.03% Add +29.2% 21,505 $455K
Brown Advisory Inc. 0.00% Add +18.7% 21,287 $451K
Silvercrest Asset Management Group LLC 0.00% No change 21,182 $448K
Coldstream Capital Management Inc. 0.01% Add +10.8% 21,171 $448K
Brookstone Capital Management 0.01% Add +27.8% 21,460 $447K
Strategic Wealth Investment Group, LLC 0.06% — 21,082 $446K
Focus Partners Wealth 0.00% Add +16.6% 21,062 $446K
Summit Trail Advisors, LLC 0.01% Reduce -5.8% 20,900 $445K
Premier Path Wealth Partners, LLC 0.08% Add +3.5% 20,986 $444K
Inlet Private Wealth, LLC 0.12% No change 20,590 $436K
Western Wealth Management, LLC 0.03% Reduce -2.6% 20,540 $435K
Entropy Technologies, LP 0.05% Reduce -85.0% 20,532 $435K
HUB Investment Partners, LLC 0.02% Reduce -11.5% 20,374 $431K
Deerfield Management Company, L.P. 0.01% New 20,154 $427K
Horizon Investments, LLC 0.01% Add +1.0% 20,068 $425K
Pallas Capital Advisors LLC 0.02% New 20,534 $424K
Checchi Capital Advisers, LLC 0.03% Reduce -0.8% 20,046 $424K
Beverly Hills Private Wealth, LLC 0.09% Add +59.3% 20,003 $423K
AMH Equity Ltd 0.63% New 20,000 $423K
Supplemental Annuity Collective Trust of NJ 0.13% No change 20,000 $423K
Paradigm Capital Management Inc. 0.02% No change 20,000 $423K
Smithfield Trust Co 0.02% Reduce -2.5% 19,979 $422K
Choreo, LLC 0.01% New 19,890 $421K
Lebenthal Global Advisors, LLC 0.09% Reduce -3.3% 19,578 $414K
Baird Financial Group, Inc. 0.00% Reduce -8.7% 19,570 $414K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.4% 19,497 $413K
Raymond James Trust N.A. 0.01% Add +16.9% 19,373 $410K
Sequoia Financial Advisors, LLC 0.00% Add +20.1% 19,331 $409K
Fullerton Fund Management Co Ltd. 0.02% No change 19,219 $407K
Wendell David Associates Inc. 0.04% No change 19,200 $406K
Global Retirement Partners, LLC 0.01% Add +7.6% 19,077 $404K
Advisory Services Network, LLC 0.01% Add +40.4% 19,037 $403K
TD Private Client Wealth LLC 0.01% Add +62.8% 18,949 $401K
William B. Walkup & Associates, Inc. 0.26% — 18,695 $396K
Symmetry Partners, LLC 0.02% No change 18,267 $387K
TCW Group Inc. 0.00% Add +5.5% 18,216 $386K
Susquehanna Portfolio Strategies, LLC 0.02% No change 18,100 $383K
Huntington National Bank 0.00% Reduce -7.6% 17,857 $378K
Prime Capital Investment Advisors, LLC 0.01% Reduce -14.9% 17,848 $378K
SRN Advisors, LLC 0.31% Reduce -79.5% 17,833 $378K
Meridian Investment Counsel Inc. 0.12% Reduce -0.9% 17,578 $372K
Paragon Capital Management Ltd 0.07% New 17,564 $372K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 17,113 $362K
Los Angeles Capital Management LLC 0.00% New 17,007 $360K
Ellevest, Inc. 0.02% Add +3.7% 16,957 $359K
Qtron Investments LLC 0.05% No change 16,817 $356K
Warther Private Wealth, LLC 0.14% New 16,800 $356K
One Wealth Advisors, LLC 0.08% New 20,493 $355K
Neville Rodie & Shaw Inc. 0.03% No change 16,776 $355K
First National Bank & Trust Co. of Newtown 0.07% Reduce -10.7% 16,624 $352K
Envestnet Portfolio Solutions, Inc. 0.00% New 16,528 $350K
Polymer Capital Management (HK) LTD 0.07% Reduce -17.5% 16,500 $349K
Huber Capital Management LLC 0.08% No change 16,471 $349K
Bartlett & Co. Wealth Management LLC 0.01% Add +10.2% 16,143 $344K
Asahi Life Asset Management Co., LTD. 0.23% New 16,100 $341K
Stephens Inc. 0.01% New 16,026 $339K
Bradley Foster & Sargent Inc. 0.01% No change 16,007 $339K
Penn Mutual Asset Management 1.12% New 16,000 $339K
Mma Asset Management LLC 0.16% Reduce -3.1% 15,991 $339K
Humankind Investments LLC 0.09% Add +29.8% 15,962 $338K
Stratos Wealth Partners, LTD. 0.01% Add +5.6% 15,673 $332K
Ascent Group, LLC 0.03% Add +5.4% 15,650 $331K
Frank, Rimerman Advisors LLC 0.02% Add +21252.0% 15,587 $330K
Vest Financial, LLC 0.01% Add +5.9% 15,360 $325K
Brooklyn Investment Group 0.14% No change 18,075 $324K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.3% 15,250 $324K
Fifth Third Wealth Advisors LLC 0.02% New 15,165 $321K
Avalon Capital Management 0.10% Add +0.3% 15,130 $320K
E Fund Management Co., Ltd. 0.02% Add +42.6% 15,078 $319K
RHS Financial, LLC 0.19% No change 14,987 $317K
Van Strum & Towne Inc. 0.11% No change 14,925 $316K
Quadrant Capital Group LLC 0.02% Add +0.8% 14,899 $315K
Trust Asset Management LLC 0.03% No change 14,896 $315K
Harbor Capital Advisors, Inc. 0.02% Add +0.2% 14,802 $313K
HighPoint Advisor Group LLC 0.02% Reduce -9.9% 16,408 $312K
Tiaa Trust, National Association 0.00% Reduce -4.8% 14,179 $300K
Verity Asset Management, Inc. 0.12% Reduce -42.6% 14,167 $300K
Snowden Capital Advisors LLC 0.01% New 14,122 $300K
Spinnaker Trust 0.02% No change 14,135 $299K
Transcend Capital Advisors, LLC 0.02% New 14,078 $298K
Clarius Group, LLC 0.02% Reduce -4.2% 14,035 $297K
Jump Financial, LLC 0.01% Reduce -6.6% 14,032 $297K
Siemens Fonds Invest GmbH 0.02% No change 14,021 $297K
Aerodigm Wealth, LLC 0.14% New 14,016 $297K
Lyell Wealth Management, LP 0.03% Add +8.8% 13,899 $294K
Perennial Advisors, LLC 0.07% No change 13,877 $294K
Cigna Investments Inc. 0.05% No change 13,724 $291K
Independent Financial Group, LLC 0.01% Add +28.9% 13,643 $289K
Fiduciary Financial Group, LLC 0.07% — 13,458 $288K
Balboa Wealth Partners 0.08% New 13,547 $287K
Perigon Wealth Management, LLC 0.01% New 13,364 $283K
Auxier Asset Management LLC 0.04% No change 13,359 $283K
Scientech Research LLC 0.06% New 13,356 $283K
Cutter & CO Brokerage, Inc. 0.07% Add +3.4% 13,335 $282K
Clear Creek Financial Management, LLC 0.03% Reduce -9.3% 13,245 $280K
PDS Planning, Inc 0.03% Add +1.3% 13,123 $278K
True Link Financial Advisors, LLC 0.03% No change 13,086 $277K
City Center Advisors, LLC 0.33% No change 15,600 $277K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 13,037 $276K
Infrastructure Capital Advisors, LLC 0.04% New 12,965 $274K
Smith Shellnut Wilson LLC 0.13% No change 12,924 $274K
Burke & Herbert Bank & Trust Co. 0.07% Reduce -1.8% 12,874 $273K
Nixon Peabody Trust Co. 0.02% No change 12,750 $270K
Elevation Point Wealth Partners, LLC 0.02% New 12,645 $268K
Baader Bank Aktiengesellschaft 0.02% New 12,638 $266K
Avantax Planning Partners, Inc. 0.01% Reduce -0.9% 12,525 $265K
Peninsula Wealth, LLC 0.05% Add +0.7% 12,468 $264K
PFG Investments, LLC 0.02% Add +5.6% 12,310 $261K
Doliver Advisors, LP 0.07% New 12,300 $260K
Compound Planning, Inc. 0.02% Add +8.7% 12,274 $260K
Relative Value Partners Group, LLC 0.03% New 12,237 $259K
Lake Street Private Wealth, LLC 0.03% Reduce -2.4% 12,237 $259K
Axxcess Wealth Management, LLC 0.01% New 12,163 $257K
Clearstead Advisors, LLC 0.00% Add +20.0% 12,128 $257K
Schechter Investment Advisors, LLC 0.02% New 12,109 $256K
Cowa, LLC 0.14% Reduce -2.4% 12,000 $254K
United Asset Strategies, Inc. 0.03% New 11,964 $253K
Private Trust Co. NA 0.03% Add +14.9% 11,876 $251K
Ibex Wealth Advisors 0.04% New 11,839 $251K
Freestone Capital Holdings, LLC 0.01% Reduce -1.1% 11,702 $248K
First Dallas Securities Inc. 0.11% New 11,650 $247K
GeoWealth Management, LLC 0.01% Add +2.7% 11,625 $246K
Avidian Wealth Enterprises, LLC 0.01% New 11,532 $244K
Berger Financial Group, Inc 0.02% Reduce -3.3% 11,322 $240K
Concourse Financial Group Securities, Inc. 0.01% Add +11.3% 11,207 $239K
Capital Planning LLC 0.07% No change 11,164 $238K
Citizens Financial Group Inc. 0.01% New 11,216 $237K
Wulff, Hansen & Co. 0.23% Reduce -2.8% 11,149 $236K
Pinnacle Financial Partners Inc 0.01% No change 11,133 $236K
Drive Wealth Management, LLC 0.06% New 10,968 $234K
Sentry LLC 0.04% No change 11,024 $233K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% New 11,000 $233K
Davis R M Inc. 0.00% New 11,000 $233K
Avestar Capital, LLC 0.03% New 10,988 $233K
First Horizon Advisors, Inc. 0.01% Add +4.8% 10,933 $231K
Fisher Asset Management 0.00% New 10,920 $231K
Thompson Davis & Co., Inc. 0.20% New 10,900 $231K
Ironwood Investment Management LLC 0.12% No change 10,778 $228K
IMPACTfolio, LLC 0.13% Add +1.1% 10,691 $226K
Leuthold Group, LLC 0.03% New 10,666 $226K
Allianz SE 0.01% New 10,600 $224K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 10,540 $223K
Patten & Patten Inc. 0.02% Reduce -48.7% 10,523 $223K
Dakota Wealth Management 0.01% New 10,487 $222K
First Financial Bankshares Inc 0.01% New 10,431 $221K
Coppell Advisory Solutions LLC 0.04% — 10,348 $219K
Merit Financial Group, LLC 0.00% New 10,309 $218K
Anchor Investment Management, LLC 0.02% No change 10,250 $217K
Janiczek Wealth Management, LLC 0.05% Reduce -4.0% 10,191 $216K
D'Orazio & Associates, Inc. 0.03% Add +1.8% 10,197 $216K
Institute for Wealth Management, LLC. 0.03% New 10,178 $215K
Summit Financial Wealth Advisors, LLC 0.04% New 10,106 $214K
Lindbrook Capital, LLC 0.02% Add +7.5% 10,010 $212K
SeaBridge Investment Advisors LLC 0.05% No change 10,000 $212K
Howard Capital Management, LLC 0.02% New 10,000 $212K
Herold Advisors, Inc. 0.05% New 9,945 $211K
Nicholas Wealth, LLC. 0.15% Reduce -0.8% 9,941 $210K
Conning Inc. 0.01% New 9,938 $210K
Trust Investment Advisors 0.13% New 9,935 $210K
William Blair Investment Management, LLC 0.00% Reduce -17.6% 9,868 $209K
J.W. Cole Advisors, Inc. 0.01% New 9,803 $208K
Valmark Advisers, Inc. 0.00% Reduce -5.9% 9,802 $208K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -5.8% 8,656 $204K
Burney Co./ 0.01% Reduce -8.7% 9,632 $204K
Essex Financial Services, Inc. 0.02% New 11,744 $203K
CENTRAL TRUST Co 0.01% Add +0.4% 9,571 $203K
Aspire Private Capital, LLC 0.05% Add +22.1% 9,314 $197K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.13% No change 9,200 $195K
Canton Hathaway, LLC 0.05% New 9,100 $193K
Avior Wealth Management, LLC 0.01% Reduce -7.9% 9,086 $192K
Blue Trust, Inc. 0.00% Add +41.6% 10,791 $191K
UMB Bank, n.a. 0.00% Reduce -12.4% 8,948 $189K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.0% 8,715 $184K
Trust Co. of Vermont 0.01% Reduce -3.4% 8,322 $176K
Abich Financial Wealth Management LLC 0.12% Add +638.0% 8,229 $174K
Westpac Banking Corp. 0.01% Reduce -81.4% 7,966 $169K
Oakworth Capital, Inc. 0.01% No change 7,931 $168K
Armstrong Advisory Group, Inc. 0.01% Add +1.5% 7,527 $159K
Cohen & Steers, Inc. 0.00% Add +0.2% 7,261 $154K
HM Payson & Co. 0.00% Reduce -18.5% 7,248 $153K
Mather Group, Llc. 0.00% Add +24.6% 8,374 $148K
Wolff Wiese Magana LLC 0.12% Add +34440.0% 6,908 $146K
Strategic Financial Concepts, LLC 0.08% New 20,849 $138K
Deseret Mutual Benefit Administrators 0.06% No change 6,511 $138K
Estabrook Capital Management 0.02% No change 6,400 $135K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.5% 6,770 $135K
Brown Brothers Harriman & Co. 0.00% Add +2.5% 6,364 $135K
CI Investments Inc. 0.00% Reduce -49.5% 6,177 $131K
Principal Securities, Inc. 0.00% Add +30.9% 6,107 $129K
MCF Advisors LLC 0.01% Add +0.3% 5,495 $117K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,397 $116K
GAMMA Investing LLC 0.02% Add +16.9% 5,421 $115K
Security National Bank 0.02% No change 5,375 $114K
State of Wyoming 0.02% Reduce -10.7% 5,245 $111K
Farmers & Merchants Investments Inc. 0.00% Add +8.6% 5,186 $110K
Indiana Trust & Investment Management Co 0.04% No change 5,063 $107K
Central Pacific Bank - Trust Division 0.01% Reduce -76.8% 5,000 $106K
Raleigh Capital Management Inc. 0.04% Add +225.7% 4,859 $103K
Motco 0.01% New 4,846 $103K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.1% 4,585 $97K
Eagle Bay Advisors LLC 0.06% Add +81.9% 4,533 $97K
Bokf, NA 0.00% Reduce -2.5% 4,557 $96K
Larson Financial Group LLC 0.01% Add +914.3% 4,544 $96K
Kelly Financial Services LLC 0.03% Add +0.6% 4,424 $94K
Quent Capital, LLC 0.01% Reduce -7.8% 4,263 $90K
Rakuten Securities, Inc. 0.04% Add +3575.7% 4,227 $89K
Cromwell Holdings LLC 0.05% — 4,191 $89K
Hall Laurie J Trustee 0.03% No change 4,200 $89K
Rothschild Investment LLC 0.01% Add +4.6% 3,934 $83K
Silvant Capital Management LLC 0.00% No change 3,879 $83K
AdvisorNet Financial, Inc 0.01% Add +3.0% 3,829 $81K
Gen-Wealth Partners Inc 0.04% Add +97.3% 3,742 $79K
Sittner & Nelson, LLC 0.04% No change 3,728 $79K
Ransom Advisory, Ltd 0.04% Reduce -11.9% 3,700 $78K
Key Financial Inc 0.02% No change 3,463 $73K
Arax Advisory Partners 0.01% Add +397.5% 3,338 $71K
Harbour Investments, Inc. 0.00% Add +44.8% 3,267 $69K
Clean Yield Group 0.03% No change 3,200 $68K
Webster Bank, N. A. 0.01% No change 3,200 $68K
Itau Unibanco Holding S.A. 0.00% New 3,131 $66K
Addison Advisors LLC 0.02% Reduce -7.0% 3,130 $66K
Hexagon Capital Partners LLC 0.01% Reduce -3.0% 3,096 $66K
Bell Investment Advisors, Inc 0.01% Add +7.3% 3,076 $65K
Family Firm, Inc. 0.01% New 3,010 $64K
AlphaMark Advisors, LLC 0.02% No change 2,833 $60K
Asset Dedication, LLC 0.00% Add +6.5% 2,807 $59K
JNBA Financial Advisors 0.01% No change 2,800 $59K
Pacific Center for Financial Services 0.02% No change 2,784 $59K
CoreCap Advisors, LLC 0.01% Add +212.5% 2,772 $59K
Quarry LP 0.03% New 2,765 $59K
Exchange Traded Concepts, LLC 0.00% Add +385.3% 2,669 $57K
Alta Advisers Ltd 0.03% New 2,600 $55K
Founders Financial Alliance, LLC 0.02% Add +4.5% 2,584 $55K
Jones Financial Companies LLLP 0.00% Add +639.2% 2,469 $52K
Lanark Financial, Inc. 0.00% Add +36.3% 2,491 $52K
Salomon & Ludwin, LLC 0.01% No change 2,436 $52K
Spire Wealth Management 0.00% Reduce -36.6% 2,431 $51K
Opal Wealth Advisors, LLC 0.02% New 2,400 $51K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 2,399 $51K
Parkside Financial Bank & Trust 0.01% Add +5.4% 2,374 $50K
Versant Capital Management, Inc 0.01% No change 2,345 $50K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -55.9% 2,290 $49K
Concord Wealth Partners 0.01% Reduce -20.8% 2,221 $47K
Valley National Advisers Inc. 0.01% Add +4.2% 2,177 $46K
IFP Advisors, Inc 0.00% Add +11.4% 2,170 $46K
Smartleaf Asset Management LLC 0.01% Add +42.9% 2,167 $46K
Geneos Wealth Management Inc. 0.00% Reduce -0.3% 2,099 $44K
American National Bank & Trust 0.01% No change 1,949 $41K
Caldwell Sutter Capital, Inc. 0.02% No change 1,900 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,900 $40K
Syntax Research, Inc. 0.03% No change 1,897 $40K
Montag A & Associates Inc. 0.00% No change 1,885 $40K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,896 $40K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -99.9% 1,896 $40K
ORG Partners LLC 0.00% Add +224.5% 1,853 $39K
SOA Wealth Advisors, LLC. 0.01% Reduce -55.0% 1,764 $37K
Colonial Trust Co / SC 0.01% Reduce -12.5% 1,760 $37K
SWAN Capital LLC 0.02% New 1,614 $34K
Altshuler Shaham Ltd 0.00% Reduce -9.7% 1,596 $34K
TD Waterhouse Canada Inc. 0.00% Add +12.5% 1,553 $33K
Beacon Capital Management, LLC 0.01% Reduce -4.6% 1,542 $33K
Coston, McIsaac & Partners 0.01% No change 1,523 $32K
Ossiam 0.00% New 1,506 $32K
Ancora Advisors LLC 0.00% No change 1,495 $32K
Prestige Wealth Management Group LLC 0.01% No change 1,379 $29K
Rise Advisors, LLC 0.02% Reduce -6.2% 1,374 $29K
Covestor Ltd 0.02% Reduce -96.9% 1,390 $29K
Ashton Thomas Private Wealth, LLC 0.00% New 1,325 $28K
Hazlett, Burt & Watson, Inc. 0.01% Add +571.5% 1,343 $28K
JFS Wealth Advisors, LLC 0.00% Reduce -1.1% 1,317 $28K
WFA Asset Management Corp 0.02% Add +0.6% 1,282 $27K
St Germain D J Co. Inc. 0.00% Reduce -48.8% 1,265 $27K
Union Savings Bank 0.01% No change 1,263 $27K
Financial Freedom, LLC 0.01% Add +0.7% 1,228 $26K
McIlrath & Eck, LLC 0.00% No change 1,224 $26K
Hilltop National Bank 0.01% Reduce -0.7% 1,216 $26K
Tyler-Stone Wealth Management 0.01% No change 1,200 $25K
WASHINGTON TRUST Co 0.00% No change 1,160 $25K
Advantage Trust Co 0.02% No change 1,080 $23K
Albion Financial Group 0.00% No change 1,066 $23K
Benjamin Edwards Inc. 0.00% New 1,043 $22K
Cranbrook Wealth Management, LLC 0.01% No change 1,005 $21K
Grayhawk Investment Strategies Inc. 0.10% No change 1,000 $21K
Lynx Investment Advisory 0.02% — 1,000 $21K
Centennial Bank 0.01% No change 1,000 $21K
Sawyer & Company, Inc 0.01% No change 1,000 $21K
Centerpoint Advisors, LLC 0.01% No change 1,000 $21K
TrinityBridge Ltd 0.00% No change 1,000 $21K
Benjamin F. Edwards & Company, Inc. 0.00% Add +11111.1% 1,009 $21K
West Paces Advisors Inc. 0.01% Reduce -1.8% 972 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 971 $21K
Zions Bancorporation, N.A. 0.00% Add +60.6% 965 $20K
NFSG Corp 0.01% Add +0.8% 945 $20K
Sugarloaf Wealth Management, LLC 0.00% No change 932 $20K
Caldwell Trust Co 0.00% No change 928 $20K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 925 $20K
S.A. Mason LLC 0.01% No change 917 $19K
CKW Financial Group 0.00% Reduce -78.7% 921 $19K
Hantz Financial Services, Inc. 0.00% Reduce -12.6% 912 $19K
Triad Wealth Partners, LLC 0.01% New 891 $19K
Pinnacle Bancorp, Inc. 0.01% Reduce -12.8% 867 $18K
First Community Trust NA 0.02% No change 850 $18K
Sandy Spring Bank 0.00% Add +316.0% 832 $18K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 827 $18K
Manchester Capital Management LLC 0.00% Add +142.9% 804 $17K
Financial Management Professionals, Inc. 0.00% No change 793 $17K
PARK CIRCLE Co 0.02% No change 800 $17K
Sachetta, LLC 0.01% Add +12.1% 882 $17K
Venturi Wealth Management, LLC 0.00% Add +95.0% 784 $17K
Private Wealth Management Group, LLC 0.01% Add +104.5% 775 $16K
MV Capital Management, Inc. 0.00% Add +30.0% 767 $16K
Rosenberg Matthew Hamilton 0.00% Reduce -46.3% 767 $16K
Institutional & Family Asset Management, LLC 0.00% Add +0.7% 752 $16K
Perkins Coie Trust Co 0.00% Reduce -77.5% 740 $16K
Creative Financial Designs Inc. 0.00% Reduce -14.6% 705 $15K
Salem Investment Counselors Inc. 0.00% No change 700 $15K
Raffa Wealth Management, LLC 0.00% No change 694 $15K
Red Tortoise LLC 0.01% No change 693 $15K
Global Wealth Strategies & Associates 0.01% Reduce -3.5% 684 $14K
Keener Financial Planning LLC 0.01% No change 700 $14K
CVA Family Office, LLC 0.00% Add +11.8% 652 $14K
Plante Moran Financial Advisors, LLC 0.00% New 626 $13K
Bank & Trust Co 0.01% — 616 $13K
GW&K Investment Management, LLC 0.00% Add +11.0% 597 $13K
Carmichael Hill & Associates, Inc. 0.01% Reduce -40.0% 600 $13K
Kelly Lawrence W & Associates Inc. 0.00% No change 600 $13K
Gradient Investments LLC 0.00% Reduce -7.0% 600 $13K
Sound Income Strategies, LLC 0.00% No change 596 $13K
Tidemark, LLC 0.01% Add +0.0% 592 $13K
Cullen/Frost Bankers, Inc. 0.00% Add +25.3% 580 $12K
Tompkins Financial Corp. 0.00% No change 578 $12K
SJS Investment Consulting Inc. 0.00% Add +257.9% 569 $12K
Capital Advisors, Ltd. LLC 0.00% Reduce -2.3% 557 $12K
Boyd Watterson Asset Management LLC 0.00% No change 560 $12K
REAP Financial Group, LLC 0.00% Add +1200.0% 520 $11K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $11K
Picton Mahoney Asset Management 0.00% New 527 $11K
Harbor Investment Advisory, LLC 0.00% Add +339.7% 510 $11K
Tanglewood Legacy Advisors, LLC 0.01% No change 502 $11K
Flputnam Investment Management Co. 0.00% New 500 $11K
Sunbelt Securities, Inc. 0.00% Reduce -17.8% 484 $10K
Delta Asset Management LLC 0.00% No change 475 $10K
Avion Wealth 0.00% Add +29.7% 507 $10K
Kozak & Associates, Inc. 0.00% No change 484 $10K
Abound Wealth Management 0.00% Reduce -16.0% 446 $9K
Bogart Wealth, LLC 0.00% Add +0.2% 435 $9K
Wetzel Investment Advisors, Inc. 0.01% No change 500 $9K
Horizon Financial Services, LLC 0.01% No change 416 $9K
Family CFO Inc 0.01% No change 400 $8K
Heritage Wealth Advisors 0.00% No change 400 $8K
Foster Dykema Cabot & Partners, LLC 0.00% Add +9.3% 386 $8K
Financial Network Wealth Advisors LLC 0.01% New 380 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -11.2% 372 $8K
Roble, Belko & Company, Inc 0.00% No change 400 $8K
Capital Analysts, LLC 0.00% New 364 $8K
Kings Path Partners LLC 0.00% — 358 $8K
Davis Capital Management 0.01% No change 340 $7K
Register Financial Advisors LLC 0.00% No change 327 $7K
Grove Bank & Trust 0.00% Reduce -40.1% 320 $7K
Center for Financial Planning, Inc. 0.00% No change 316 $7K
Private Ocean, LLC 0.00% No change 308 $7K
Front Row Advisors LLC 0.00% New 305 $6K
Hollencrest Capital Management 0.00% No change 294 $6K
First Personal Financial Services 0.00% No change 286 $6K
Pineridge Advisors LLC 0.00% Add +0.7% 284 $6K
WR Wealth Planners, LLC 0.00% Reduce -38.5% 278 $6K
Gilliland Jeter Wealth Management LLC 0.00% No change 265 $6K
Carolinas Wealth Consulting LLC 0.00% Add +41.8% 258 $5K
Main Street Group, LTD 0.00% No change 234 $5K
RFP Financial Group LLC 0.00% No change 233 $5K
Cherry Tree Wealth Management, LLC 0.00% No change 227 $5K
Cape Investment Advisory, Inc. 0.00% No change 219 $5K
WealthCollab, LLC 0.00% No change 218 $5K
Clear Investment Research, LLC 0.01% Add +0.5% 213 $5K
Olistico Wealth, LLC 0.00% New 200 $4K
West Branch Capital LLC 0.00% No change 200 $4K
Archer Investment Corp 0.00% No change 200 $4K
Hoey Investments, Inc. 0.00% No change 200 $4K
Colonial Trust Advisors 0.00% Add +1328.6% 200 $4K
Bruce G. Allen Investments, LLC 0.00% Reduce -2.0% 194 $4K
Bollard Group LLC 0.00% Add +0.6% 178 $4K
Unique Wealth Strategies, LLC 0.00% New 225 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 180 $4K
USA Financial Formulas 0.00% No change 179 $4K
Ruedi Wealth Management, Inc. 0.00% No change 176 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 164 $3K
Fortis Group Advisors, LLC 0.00% No change 163 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -14.7% 151 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +7.1% 150 $3K
Transcendent Capital Group LLC 0.00% No change 149 $3K
Briaud Financial Planning Inc 0.00% New 163 $3K
Creekmur Asset Management LLC 0.00% Add +0.7% 140 $3K
Dunhill Financial, LLC 0.00% Add +19.7% 140 $3K
Clear Point Advisors Inc. 0.00% Add +0.7% 136 $3K
TruNorth Capital Management, LLC 0.00% No change 136 $3K
Chilton Capital Management LLC 0.00% New 134 $3K
Bfsg, LLC 0.00% No change 133 $3K
Park Place Capital Corp 0.00% No change 121 $3K
BBJS Financial Advisors, LLC 0.00% Add +0.9% 116 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +18.8% 114 $2K
Planning Capital Management Corp 0.00% No change 113 $2K
Financial Perspectives, Inc 0.00% Add +0.9% 108 $2K
Creative Capital Management Investments LLC 0.00% No change 106 $2K
Cetera Trust Company, N.A 0.00% No change 100 $2K
United Community Bank 0.00% No change 100 $2K
Stephens Consulting, LLC 0.00% No change 100 $2K
BNP Paribas 0.00% No change 100 $2K
Transamerica Financial Advisors, LLC 0.00% No change 84 $2K
SYSTM Wealth Solutions LLC 0.00% Reduce -99.6% 83 $2K
HWG Holdings LP 0.00% — 82 $2K
M&R Capital Management Inc. 0.00% No change 80 $2K
City State Bank 0.00% New 78 $2K
Voisard Asset Management Group, Inc. 0.00% Add +15.9% 73 $2K
Trifecta Capital Advisors, LLC 0.00% No change 71 $2K
Twin Lakes Capital Management, LLC 0.00% No change 63 $1K
Your Advocates Ltd., LLP 0.00% New 55 $1K
True Wealth Design, LLC 0.00% Add +36.8% 52 $1K
GPS Wealth Strategies Group, LLC 0.00% New 50 $1K
Tsfg, LLC 0.00% No change 63 $1K
Highline Wealth Partners LLC 0.00% No change 45 $953
Nvwm, LLC 0.00% Add +31.3% 42 $895
Criterion Capital Advisors, LLC 0.00% No change 36 $763
Accordant Advisory Group Inc 0.00% No change 31 $656
Delos Wealth Advisors, LLC 0.00% No change 30 $636
TFC Financial Management, Inc. 0.00% No change 29 $614
Continuum Advisory, LLC 0.00% No change 29 $614
Mark Sheptoff Financial Planning, LLC 0.00% No change 25 $529
Maryland Capital Advisors Inc. 0.00% No change 19 $403
Valued Wealth Advisors LLC 0.00% No change 18 $384
Carolina Wealth Advisors, LLC 0.00% No change 15 $318
Kimelman & Baird, LLC 0.00% — 15 $318
Aspect Partners, LLC 0.00% No change 13 $275
Semmax Financial Advisors Inc. 0.00% No change 14 $257
Cedar Mountain Advisors, LLC 0.00% No change 10 $208
WestEnd Advisors, LLC 0.00% No change 7 $148
Laurel Wealth Advisors LLC 0.00% No change 3 $46
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $21
Caitlin John, LLC 0.00% Reduce -93.3% 1 $21
McClarren Financial Advisors, Inc. 0.00% Reduce -47.5% 21 $0

"% of holder's portfolio" is HPE's weight in each manager's 13F, not the share of Hewlett Packard Enterprise the manager owns.