Hewlett Packard EnterpriseHPE

13F holders, Q3 2024 (September 30)
1,019holders +38
124new positions
88sold out
14famous investors
$20.47avg. 13F price*

At the end of Q3 2024, 1,019 institutions reported holding Hewlett Packard Enterprise (HPE) in their 13F filings, up 38 from Q2 2024. 124 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.5B). 14 famous investors held it, including Alex Sacerdote (1.1% of Whale Rock Capital Management's portfolio), Cliff Asness (0.3% of AQR Capital Management's portfolio) and Ken Griffin (0.3% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions124$346.5M
Exits88$318.7M

All 13F filers, Q2 2024 → Q3 2024: 114,721,565 shares bought and 79,452,610 shares sold, net +35,268,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,019 holders

Vanguard Group Inc. 0.06% Add +1.9% 166,701,775 $3.4B
BlackRock, Inc. 0.05% — 120,652,227 $2.5B
State Street Corp. 0.06% Add +3.1% 70,948,655 $1.5B
Bank of America Corp. 0.08% Reduce -8.4% 45,260,207 $926.0M
Geode Capital Management, LLC 0.05% Add +0.8% 31,492,740 $642.7M
Primecap Management Co. 0.47% Reduce -1.3% 31,354,856 $641.5M
Pacer Advisors, Inc. 1.23% Add +18.1% 27,383,858 $560.3M
JPMorgan Chase & Co. 0.04% Add +45.6% 24,446,006 $500.2M
Ameriprise Financial Inc. 0.10% Add +358.7% 19,812,059 $405.3M
Nuveen Asset Management, LLC 0.11% Add +1.6% 19,344,864 $396.6M
Dimensional Fund Advisors LP 0.09% Add +0.7% 18,996,075 $388.6M
Invesco Ltd. 0.07% Reduce -4.9% 17,385,929 $355.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +6.2% 15,696,449 $321.1M
Legal & General Group Plc 0.08% Add +6.2% 14,979,699 $306.5M
LSV Asset Management 0.65% Reduce -1.2% 14,884,250 $304.5M
Morgan Stanley 0.02% Reduce -4.6% 14,450,380 $295.7M
Northern Trust Corp. 0.04% Reduce -4.1% 12,975,816 $265.5M
Deutsche Bank AG 0.10% Reduce -4.9% 12,226,557 $250.2M
Citadel Advisors 0.26% Add +44.9% 12,049,868 $246.5M
AQR Capital Management 0.33% Add +2.2% 11,825,458 $238.6M
Boston Partners 0.26% Reduce -0.4% 10,789,774 $220.5M
HSBC Holdings PLC 0.13% Reduce -4.9% 9,782,229 $200.0M
Charles Schwab Investment Management Inc. 0.04% Add +1.4% 9,609,078 $196.6M
Bank of New York Mellon Corp 0.03% Reduce -3.5% 9,155,099 $187.3M
Goldman Sachs Group Inc. 0.04% Add +60.0% 9,018,415 $184.5M
Amundi 0.07% Add +46.5% 8,665,411 $181.7M
Slate Path Capital LP 3.01% Reduce -28.8% 8,765,125 $179.3M
First Trust Advisors LP 0.14% Reduce -13.2% 7,034,058 $143.9M
California Public Employees Retirement System 0.09% Reduce -3.2% 6,429,999 $131.6M
Eagle Asset Management Inc. 0.65% Add +3537.0% 5,788,154 $127.6M
Aberdeen Group plc 0.22% Add +2.9% 5,991,429 $120.9M
Man Group plc 0.32% Add +302.8% 5,392,256 $110.3M
Barclays PLC 0.05% Add +54.0% 5,309,359 $108.6M
Nordea Investment Management AB 0.12% Add +0.4% 5,367,476 $108.6M
Mizuho Markets Americas LLC 2.58% New 5,141,028 $105.2M
Retirement Systems of Alabama 0.37% Add +16.0% 4,887,662 $100.0M
UBS Group AG 0.03% Add +24.3% 4,882,703 $99.9M
Prudential Financial Inc. 0.14% Add +5.0% 4,729,636 $96.8M
Millennium Management 0.08% Reduce -25.1% 4,481,146 $91.7M
Panagora Asset Management Inc. 0.44% Add +4.4% 4,456,807 $91.2M
Raymond James & Associates 0.06% Add +92.5% 4,404,520 $90.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% Add +71.5% 4,304,199 $88.0M
Norges Bank 0.01% Reduce -24.4% 4,210,954 $86.2M
AustralianSuper Pty Ltd 0.42% Add +2.6% 4,150,791 $84.9M
Allianz Asset Management GmbH 0.13% Add +37.6% 4,053,171 $82.9M
Arrowstreet Capital, Limited Partnership 0.07% Reduce -83.1% 3,962,094 $81.1M
Epoch Investment Partners, Inc. 0.36% Add +10.0% 3,945,518 $80.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +11.7% 3,898,013 $79.8M
Swiss National Bank 0.05% Add +0.2% 3,857,800 $78.9M
Whale Rock Capital Management 1.07% Reduce -27.0% 3,741,891 $76.6M
Marshall Wace, LLP 0.10% Reduce -58.1% 3,694,679 $75.6M
National Bank of Canada 0.10% Add +61.5% 3,504,681 $71.7M
BNP Paribas Financial Markets 0.07% Add +78.1% 3,301,230 $67.5M
National Pension Service 0.06% Add +17.3% 3,202,752 $65.5M
Bank of Montreal 0.03% Add +40.2% 3,121,752 $62.9M
Caisse de depot et placement du Quebec 0.12% Add +3.0% 3,021,030 $61.8M
Mackenzie Financial Corp. 0.08% Add +40.9% 2,937,503 $60.1M
Citigroup Inc. 0.06% Add +15.8% 2,936,634 $60.1M
Schroder Investment Management Group 0.06% Add +122.0% 2,725,368 $54.9M
Rhumbline Advisers 0.05% Reduce -2.8% 2,493,748 $51.0M
Russell Investments Group, Ltd. 0.07% Add +4.0% 2,498,893 $51.0M
GMO 0.16% Add +3.8% 2,429,232 $49.7M
Royal Bank of Canada 0.01% Add +0.9% 2,369,015 $48.5M
Aviva PLC 0.13% Add +4.0% 2,347,401 $48.0M
FMR LLC 0.00% Reduce -6.4% 2,254,362 $46.1M
California State Teachers Retirement System 0.05% Add +0.9% 2,187,289 $44.8M
DNB Asset Management AS 0.20% Add +38.8% 2,123,101 $43.4M
Mitsubishi UFJ Trust & Banking Corp 0.10% Add +8.2% 2,111,917 $43.2M
CANADA LIFE ASSURANCE Co 0.08% Add +0.6% 2,106,826 $43.2M
AXA S.A. 0.13% Add +19.7% 2,093,204 $42.8M
Alliancebernstein L.P. 0.01% Add +1.4% 2,078,446 $42.5M
Teacher Retirement System of Texas 0.20% Add +171.8% 2,074,828 $42.5M
Robeco Institutional Asset Management B.V. 0.08% Reduce -0.9% 2,052,791 $42.0M
Globeflex Capital L P 4.02% Add +76.0% 2,052,695 $42.0M
Weiss Asset Management LP 1.52% New 2,022,348 $41.4M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Add +69.8% 2,016,158 $41.3M
Victory Capital Management Inc. 0.04% Reduce -10.3% 1,951,861 $39.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +8.4% 1,903,361 $38.9M
T. Rowe Price Associates Inc. 0.00% Reduce -42.8% 1,829,011 $37.4M
LPL Financial LLC 0.02% Add +13.0% 1,823,220 $37.3M
Storebrand Asset Management As 0.11% Reduce -9.5% 1,739,382 $35.6M
Intech Investment Management LLC 0.39% Add +257.8% 1,691,516 $34.6M
DigitalBridge Group, Inc. 2.67% Add +69.9% 1,644,843 $33.7M
Wells Fargo & Company 0.01% Add +50.7% 1,626,676 $33.3M
American Century Companies Inc. 0.02% Add +11.5% 1,613,728 $33.0M
Jane Street Group, LLC 0.05% Reduce -48.4% 1,563,672 $32.0M
Principal Financial Group Inc. 0.02% Add +4.6% 1,561,022 $31.9M
Vontobel Holding Ltd. 0.10% Add +7.0% 1,538,862 $31.5M
Woodline Partners LP 0.27% New 1,535,830 $31.4M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Add +79013.9% 1,500,000 $30.7M
Sei Investments Co. 0.04% Add +13.4% 1,494,684 $30.6M
TD Asset Management Inc 0.03% Add +52.6% 1,501,992 $30.3M
State Board of Administration of Florida Retirement System 0.06% Reduce -2.5% 1,455,623 $29.8M
Glenmede Trust Co. NA 0.14% Add +0.9% 1,397,509 $28.6M
New York State Teachers Retirement System 0.06% Reduce -1.5% 1,344,753 $27.5M
Federated Hermes, Inc. 0.06% Add +0.5% 1,315,639 $26.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.72% Add +183.9% 1,295,493 $26.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +114.0% 1,279,446 $26.2M
Balyasny Asset Management L.P. 0.07% Add +129.0% 1,253,329 $25.6M
Clearline Capital LP 2.17% New 1,200,050 $24.6M
Swedbank AB 0.03% Reduce -1.6% 1,182,699 $24.2M
Skandinaviska Enskilda Banken AB (publ) 0.11% Add +62.9% 1,147,180 $23.5M
Franklin Resources Inc. 0.01% Add +43.2% 1,130,961 $23.4M
Voya Investment Management LLC 0.03% Reduce -21.3% 1,023,746 $20.9M
DekaBank Deutsche Girozentrale 0.04% Reduce -2.8% 1,032,693 $20.7M
Verition Fund Management LLC 0.16% Add +312.4% 1,009,267 $20.6M
Crawford Investment Counsel Inc. 0.35% Add +80.0% 1,003,215 $20.5M
Natixis Advisors, LLC 0.04% Add +67.9% 986,285 $20.2M
Pinebridge Investments, L.P. 0.15% New 985,578 $20.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +22.7% 937,841 $19.2M
Korea Investment CORP 0.04% Reduce -21.9% 926,677 $19.0M
Two Sigma Investments, LP 0.04% Add +474.7% 923,574 $18.9M
Illinois Municipal Retirement Fund 0.27% Add +6.3% 916,203 $18.7M
Brandywine Global Investment Management, LLC 0.12% Add +4.3% 881,025 $18.3M
State of Wisconsin Investment Board 0.05% Add +19.3% 884,777 $18.1M
New York State Common Retirement Fund 0.02% Reduce -7.4% 865,858 $17.7M
Trexquant Investment LP 0.22% New 859,867 $17.6M
Gabelli Funds LLC 0.13% Add +15.4% 849,489 $17.4M
Tudor Investment Corporation 0.18% Add +269.2% 812,433 $16.6M
Graham Capital Management, L.P. 0.88% Add +50.0% 800,837 $16.4M
KBC Group NV 0.05% Add +9.9% 797,184 $16.3M
Envestnet Asset Management Inc. 0.01% Add +48.2% 793,225 $16.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.0% 788,853 $16.1M
BI Asset Management Fondsmaeglerselskab A/S 0.28% Add +21.5% 777,434 $15.9M
Clifford Swan Investment Counsel LLC 0.55% Reduce -10.7% 756,658 $15.5M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -18.6% 750,036 $15.3M
Treasurer of the State of North Carolina 0.06% Add +0.5% 740,436 $15.1M
Pictet Asset Management Holding SA 0.02% Reduce -3.6% 720,270 $14.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -3.5% 717,191 $14.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.8% 698,829 $14.3M
Handelsbanken Fonder AB 0.06% Reduce -1.5% 697,915 $14.3M
Minneapolis Portfolio Management Group, LLC 1.84% Reduce -1.1% 694,941 $14.2M
Toronto Dominion Bank 0.02% Reduce -1.2% 688,703 $14.1M
Raymond James Financial Services Advisors, Inc. 0.02% Add +6.3% 678,421 $13.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +6.4% 677,654 $13.9M
Renaissance Technologies 0.02% Reduce -41.6% 659,800 $13.5M
Public Employees Retirement System of Ohio 0.06% Add +15.3% 657,948 $13.5M
APG Asset Management N.V. 0.09% Reduce -61.6% 727,373 $13.3M
Danske Bank A/S 0.04% Add +8.3% 615,842 $12.6M
Twin Tree Management, LP 0.29% Reduce -37.1% 615,605 $12.6M
D. E. Shaw & Co. 0.02% Add +199.9% 605,393 $12.4M
Forsta Ap-Fonden 0.09% Add +12.8% 600,400 $12.3M
STRS Ohio 0.05% Add +30.9% 584,702 $12.0M
Royal London Asset Management Ltd. 0.03% Add +1.9% 549,728 $11.2M
Neuberger Berman Group LLC 0.01% Add +4.0% 542,165 $11.1M
O'shaughnessy Asset Management, LLC 0.10% Add +23.0% 524,051 $10.9M
LBP Am SA 0.16% Add +28.7% 525,396 $10.7M
Corebridge Financial, Inc. 0.06% Reduce -1.8% 521,137 $10.7M
Empowered Funds, LLC 0.17% Add +366.4% 515,528 $10.5M
Hodges Capital Management Inc. 0.67% Add +23.9% 513,900 $10.5M
Nisa Investment Advisors, LLC 0.06% Reduce -0.2% 508,903 $10.5M
Boothbay Fund Management, LLC 0.35% Add +94.8% 512,037 $10.5M
Ensign Peak Advisors, Inc 0.02% Add +4.4% 511,507 $10.5M
Susquehanna International Group, LLP 0.02% Add +53.8% 509,640 $10.4M
State of Michigan Retirement System 0.05% Reduce -0.4% 503,181 $10.3M
Asset Management One Co., Ltd. 0.04% Reduce -1.2% 500,914 $10.2M
GAMCO Investors 0.10% Reduce -2.5% 499,969 $10.2M
Mn Services Vermogensbeheer B.V. 0.07% Reduce -2.4% 498,300 $10.2M
Chartwell Investment Partners, LLC 0.34% New 490,377 $10.0M
Corient Private Wealth LP 0.02% Add +29.5% 487,136 $10.0M
Gotham Asset Management 0.10% Add +58.0% 486,993 $10.0M
Cantor Fitzgerald Investment Advisors L.P. 0.67% Add +2.9% 482,637 $9.9M
Stifel Financial Corp. 0.01% Reduce -29.0% 481,974 $9.9M
State of New Jersey Common Pension Fund D 0.04% No change 479,928 $9.8M
Achmea Investment Management B.V. 0.16% Add +6.7% 472,520 $9.7M
State of Tennessee, Department of Treasury 0.03% Reduce -8.4% 467,460 $9.6M
Lighthouse Investment Partners, LLC 0.51% Add +171.1% 465,234 $9.5M
Beryl Capital Management LLC 2.02% New 456,400 $9.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.26% Add +23.0% 453,524 $9.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% — 445,860 $9.1M
Rafferty Asset Management, LLC 0.03% Reduce -3.1% 442,633 $9.1M
Bank of Nova Scotia 0.02% Reduce -62.5% 428,936 $8.8M
Truist Financial Corp. 0.01% Add +6.5% 415,764 $8.5M
Nomura Asset Management Co. Ltd. 0.03% Add +6.6% 414,485 $8.5M
Resona Asset Management Co.,Ltd. 0.05% Reduce -2.3% 413,901 $8.4M
Federation des caisses Desjardins du Quebec 0.04% Add +32.5% 408,313 $8.4M
Alerus Financial NA 0.59% Add +0.8% 391,946 $8.0M
Foster & Motley Inc. 0.51% Reduce -2.5% 390,892 $8.0M
PNC Financial Services Group, Inc. 0.01% Add +1.4% 389,691 $8.0M
State of Alaska, Department of Revenue 0.08% Add +4.7% 377,909 $7.7M
Credit Agricole S A 0.04% Add +63.5% 376,934 $7.7M
Arizona State Retirement System 0.05% Add +4.3% 372,354 $7.6M
Sanctuary Advisors, LLC 0.05% Add +22.2% 337,943 $7.5M
Tidal Investments LLC 0.08% Add +169.0% 359,280 $7.4M
Natixis Investment Managers International 0.52% Reduce -1.4% 353,470 $7.2M
D L Carlson Investment Group Inc. 1.28% Reduce -17.6% 346,812 $7.1M
MetLife Investment Management, LLC 0.04% Reduce -2.5% 337,908 $6.9M
QRG Capital Management, Inc. 0.07% Add +30.2% 337,116 $6.9M
IFM Investors Pty Ltd 0.07% Add +1.1% 336,511 $6.9M
Quantinno Capital Management LP 0.09% Add +101.7% 322,274 $6.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.21% Add +264.8% 319,393 $6.5M
GTS Securities LLC 0.13% Reduce -41.9% 318,873 $6.5M
Vinva Investment Management Ltd 0.27% Add +162.3% 320,683 $6.5M
ING Groep NV 0.04% Reduce -0.3% 314,819 $6.4M
Banque Cantonale Vaudoise 0.26% Add +29.2% 309,189 $6.3M
Point72 Asset Management 0.02% Reduce -78.6% 309,171 $6.3M
Providence Capital Advisors, LLC 1.23% New 303,500 $6.2M
Cerity Partners LLC 0.01% Add +104.7% 302,202 $6.2M
HighTower Advisors, LLC 0.01% Add +111.0% 299,743 $6.1M
Benson Investment Management Company, Inc. 2.35% New 291,135 $6.0M
UniSuper Management Pty Ltd 0.04% Add +13.0% 291,091 $6.0M
Shelton Capital Management 0.15% Add +103.7% 290,691 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.9% 282,926 $5.8M
Rheos Capital Works Inc. 0.30% Reduce -68.9% 280,000 $5.7M
Wellington Management Group LLP 0.00% Reduce -9.4% 279,741 $5.7M
Mercer Global Advisors Inc. 0.01% Add +22.6% 281,111 $5.6M
Crestline Management, L.P. 0.32% Add +24.4% 273,630 $5.6M
Mariner, LLC 0.01% Reduce -0.8% 271,896 $5.6M
ARS Investment Partners, LLC 0.49% Reduce -2.4% 266,140 $5.4M
Czech National Bank 0.05% Add +6.8% 264,757 $5.4M
Lazard Asset Management LLC 0.01% Reduce -77.7% 257,340 $5.3M
Amalgamated Bank 0.04% Reduce -39.4% 255,266 $5.2M
NorthCoast Asset Management LLC 0.04% Add +82.5% 276,840 $5.2M
Crossmark Global Holdings, Inc. 0.09% Add +7.5% 254,663 $5.2M
Seven Eight Capital, LP 0.47% Add +54.2% 254,348 $5.2M
Dana Investment Advisors, Inc. 0.17% Reduce -2.3% 254,209 $5.2M
Macquarie Group Ltd. 0.01% Add +3.7% 252,269 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +49.3% 252,235 $5.2M
Beacon Pointe Advisors, LLC 0.06% Add +8.0% 238,393 $4.9M
ProShare Advisors LLC 0.01% Reduce -2.7% 235,610 $4.8M
CastleKnight Management LP 0.58% Add +30.7% 234,700 $4.8M
Argent Financial Group, Inc. 0.56% — 231,930 $4.7M
Oliver Luxxe Assets LLC 0.85% Add +1.1% 231,762 $4.7M
Harbor Island Capital LLC 2.24% No change 231,568 $4.7M
Ethic Inc. 0.12% Add +5.9% 264,904 $4.7M
Steward Partners Investment Advisory, LLC 0.04% Add +1.9% 228,189 $4.7M
Worldquant Millennium Advisors LLC 0.03% New 222,569 $4.6M
CIBC Asset Management Inc 0.01% Add +7.0% 221,562 $4.5M
Convergence Investment Partners, LLC 1.21% Add +94.7% 219,397 $4.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -12.9% 216,819 $4.4M
Utah Retirement Systems 0.05% Add +0.4% 214,481 $4.4M
B. Metzler seel. Sohn & Co. Holding AG 0.04% — 212,572 $4.3M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -0.7% 212,572 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +25.2% 212,328 $4.3M
Comerica Bank 0.02% Add +4.8% 210,056 $4.3M
Stoneridge Investment Partners LLC 1.58% Add +18.3% 208,230 $4.3M
Vanguard Personalized Indexing Management, LLC 0.07% Add +6.4% 207,777 $4.3M
Great Lakes Advisors, LLC 0.04% Add +55.5% 207,651 $4.2M
General Pension Society PZU Joint Stock Co 1.22% No change 205,500 $4.2M
Assenagon Asset Management S.A. 0.01% Add +4.9% 205,280 $4.2M
Tredje AP-fonden 0.04% No change 204,333 $4.2M
Bessemer Group Inc. 0.01% Add +389.1% 202,304 $4.1M
Janus Henderson Group PLC 0.00% No change 201,569 $4.1M
Penserra Capital Management LLC 0.09% Reduce -71.0% 200,017 $4.1M
Advisors Asset Management, Inc. 0.07% Add +40.9% 199,475 $4.1M
Howard Capital Management, LLC 0.07% Add +1879.1% 197,909 $4.0M
Cresset Asset Management, LLC 0.02% Add +31.7% 196,296 $4.0M
Creative Planning 0.00% Add +3.2% 197,019 $4.0M
Contrarius Investment Management Ltd 0.23% Reduce -4.8% 196,814 $4.0M
New York Life Investment Management LLC 0.04% Reduce -1.4% 196,123 $4.0M
Two Sigma Advisers, LP 0.01% Reduce -86.7% 196,000 $4.0M
Janney Montgomery Scott LLC 0.01% Reduce -20.0% 195,848 $4.0M
Kendall Capital Management 1.24% Add +5.6% 195,730 $4.0M
Dodge & Cox 0.00% Reduce -74.3% 191,783 $3.9M
Yousif Capital Management, LLC 0.04% Reduce -0.5% 191,654 $3.9M
Wolverine Trading, LLC 0.10% Add +28.2% 192,626 $3.9M
US Bancorp \de 0.00% Reduce -5.9% 188,082 $3.8M
Meyer Handelman Co. 0.13% Reduce -10.6% 187,174 $3.8M
Torray Investment Partners LLC 0.53% New 184,556 $3.8M
Richard Bernstein Advisors LLC 0.08% No change 181,587 $3.7M
Mutual of America Capital Management LLC 0.04% Reduce -2.5% 181,414 $3.7M
Lombard Odier Asset Management (Switzerland) SA 0.31% Reduce -43.2% 180,414 $3.7M
Xponance LLC 0.04% Add +1.6% 180,303 $3.7M
Group One Trading LLC 0.14% Add +363.1% 178,142 $3.6M
Savant Capital, LLC 0.03% Add +20.0% 177,282 $3.6M
Cibc World Markets Corp. 0.03% Add +5.3% 176,407 $3.6M
Alight Capital Management LP 1.29% Reduce -76.7% 175,000 $3.6M
Magnetar Financial LLC 0.09% New 174,699 $3.6M
Cibc World Market Inc. 0.01% New 173,844 $3.6M
Lombard Odier Asset Management (Europe) Ltd 0.23% Add +93.1% 173,038 $3.5M
Prudential PLC 0.02% Add +105.1% 170,828 $3.5M
iA Global Asset Management Inc. 0.06% Add +17.6% 170,649 $3.5M
Natixis 0.02% Reduce -28.4% 169,750 $3.5M
Cetera Investment Advisers 0.01% Add +7.3% 169,333 $3.5M
Concentric Capital Strategies, LP 0.21% New 166,445 $3.4M
Bell Bank 0.40% New 165,130 $3.4M
Daiwa Securities Group Inc. 0.02% Add +10.9% 164,619 $3.4M
UG Investment Advisers Ltd. 1.26% Reduce -88.3% 164,163 $3.4M
Nissay Asset Management Corp. /Japan 0.02% Add +2.8% 164,056 $3.4M
Railway Pension Investments Ltd 0.04% Add +159.6% 161,200 $3.3M
OMERS ADMINISTRATION Corp 0.03% Reduce -1.8% 160,034 $3.3M
Alaska Permanent Fund Corp 0.05% No change 159,573 $3.3M
Pathstone Holdings, LLC 0.01% Add +1.5% 158,004 $3.2M
Cwm, LLC 0.01% Add +145.3% 152,041 $3.1M
Quantitative Investment Management, LLC 0.30% New 150,139 $3.1M
Radnor Capital Management, LLC 0.44% Add +0.9% 145,838 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +85.3% 145,371 $3.0M
Orion Portfolio Solutions, LLC 0.03% Add +85.3% 145,371 $3.0M
ClariVest Asset Management LLC 0.30% No change 139,521 $3.0M
Bryn Mawr Trust Advisors, LLC 0.16% No change 143,346 $2.9M
Argyle Capital Management, LLC 1.15% Add +145.7% 141,700 $2.9M
Transform Wealth, LLC 0.19% Add +82.9% 140,696 $2.9M
Osaic Holdings, Inc. 0.01% Reduce -1.6% 141,075 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +56.5% 140,803 $2.9M
M&T Bank Corp 0.01% Reduce -8.8% 139,635 $2.9M
Hourglass Capital, LLC 0.78% Add +2.7% 136,750 $2.8M
1832 Asset Management L.P. 0.00% Add +8.3% 136,692 $2.8M
Rodgers Brothers Inc. 0.35% New 136,300 $2.8M
Elo Mutual Pension Insurance Co 0.06% Add +13.3% 135,225 $2.8M
Maytus Capital Management, LLC 0.97% Reduce -48.1% 135,000 $2.8M
Public Employees Retirement Association of Colorado 0.01% No change 134,105 $2.7M
GDS Wealth Management 0.26% New 128,800 $2.6M
Vident Advisory, LLC 0.07% Reduce -28.1% 128,224 $2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.2% 128,115 $2.6M
Erste Asset Management GmbH 0.03% Reduce -37.6% 129,500 $2.6M
Waterfront Wealth Inc. 0.63% Add +25.5% 129,174 $2.6M
Rockefeller Capital Management L.P. 0.01% Reduce -3.9% 124,566 $2.5M
NewEdge Wealth, LLC 0.05% New 123,605 $2.5M
Kintegral Advisory, LLC 0.23% Reduce -1.3% 121,952 $2.5M
Cozad Asset Management Inc. 0.24% Reduce -15.1% 121,708 $2.5M
Bayesian Capital Management, LP 0.29% Reduce -66.1% 119,918 $2.5M
MML Investors Services, LLC 0.01% Reduce -10.9% 118,660 $2.4M
Point72 Hong Kong Ltd 0.17% Reduce -74.6% 117,157 $2.4M
Quadrature Capital Ltd 0.05% Reduce -36.5% 116,685 $2.4M
Guggenheim Capital LLC 0.02% Reduce -11.8% 115,366 $2.4M
Swiss Life Asset Management Ltd 0.03% Reduce -70.0% 114,583 $2.3M
Investment Management Corp of Ontario 0.05% Reduce -46.1% 112,928 $2.3M
Lifeworks Advisors, LLC 0.45% Add +10.2% 112,764 $2.3M
PDT Partners, LLC 0.20% No change 111,794 $2.3M
Oregon Public Employees Retirement Fund 0.04% Reduce -0.3% 111,257 $2.3M
Thrivent Financial for Lutherans 0.00% Add +1.3% 110,637 $2.3M
Quinn Opportunity Partners LLC 0.22% New 110,000 $2.3M
First Nebraska Trust Co 0.22% Reduce -2.8% 109,514 $2.2M
NewEdge Advisors, LLC 0.01% Reduce -22.6% 179,900 $2.2M
Linden Thomas Advisory Services, LLC 0.30% Reduce -0.3% 107,211 $2.2M
CenterBook Partners LP 0.13% Reduce -10.0% 105,475 $2.2M
USS Investment Management Ltd 0.02% No change 105,300 $2.2M
Lakewood Asset Management LLC 1.46% Reduce -8.5% 104,533 $2.1M
Towne Trust Company, N.A 0.76% Reduce -1.5% 103,080 $2.1M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -1.8% 102,963 $2.1M
Gulf International Bank (UK) Ltd 0.05% Reduce -4.5% 102,040 $2.1M
Pitcairn Co. 0.12% Add +130.0% 101,072 $2.1M
Landscape Capital Management, L.L.C. 0.21% Add +38.2% 100,897 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +10.1% 100,659 $2.1M
Caprock Group, LLC 0.07% Add +19.5% 99,722 $2.1M
LMR Partners LLP 0.06% New 100,047 $2.0M
Redwood Investment Management, LLC 0.18% New 99,356 $2.0M
SG Americas Securities, LLC 0.01% Reduce -84.8% 97,876 $2.0M
CI Investments Inc. 0.01% Add +1481.6% 97,697 $2.0M
Game Creek Capital, LP 1.08% Add +116.7% 97,500 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -6.0% 97,195 $2.0M
Schonfeld Strategic Advisors LLC 0.02% Reduce -38.0% 96,302 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +23.6% 97,283 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -22.2% 95,369 $2.0M
Andra AP-fonden 0.03% Reduce -19.6% 95,200 $1.9M
Zurich Insurance Group Ltd 0.02% No change 95,000 $1.9M
Raymond James Trust N.A. 0.04% Add +387.0% 94,346 $1.9M
Focus Partners Wealth 0.01% Add +347.4% 94,242 $1.9M
AlphaStar Capital Management, LLC 0.15% Add +12.3% 93,933 $1.9M
Commerzbank Aktiengesellschaft 0.05% New 93,796 $1.9M
Captrust Financial Advisors 0.01% Add +21.6% 93,735 $1.9M
Oddo BHF Asset Management Sas 0.10% — 93,616 $1.9M
Candriam S.C.A. 0.01% Reduce -15.5% 92,836 $1.9M
Williams Jones Wealth Management, LLC. 0.02% No change 90,953 $1.9M
CHICAGO TRUST Co NA 0.34% Add +67.8% 90,826 $1.9M
Kentucky Retirement Systems 0.05% Reduce -7.6% 90,542 $1.9M
Monashee Investment Management LLC 0.20% New 90,000 $1.8M
HighVista Strategies LLC 0.63% New 88,900 $1.8M
Ingalls & Snyder LLC 0.07% Add +1.0% 88,766 $1.8M
Kestra Advisory Services, LLC 0.01% Add +241.8% 88,322 $1.8M
HB Wealth Management, LLC 0.02% Add +1.6% 88,044 $1.8M
Van Eck Associates Corp. 0.00% Add +6.0% 91,780 $1.8M
CX Institutional 0.08% Reduce -2.7% 86,532 $1.8M
J. Safra Sarasin Holding AG 0.03% Reduce -3.0% 86,520 $1.8M
Ieq Capital, LLC 0.02% Add +53.2% 86,453 $1.8M
Shell Asset Management Co. 0.08% — 84,737 $1.7M
Mizuho Securities USA LLC 0.04% Reduce -15.9% 84,277 $1.7M
Hilltop Holdings Inc. 0.11% Add +46.2% 83,817 $1.7M
Barnett & Company, Inc. 1.12% New 82,700 $1.7M
Fifth Third Bancorp 0.01% Reduce -1.1% 82,672 $1.7M
Hartford Investment Management Co. 0.06% Reduce -1.2% 82,265 $1.7M
Metis Global Partners, LLC 0.05% Reduce -2.4% 81,272 $1.7M
Needham Investment Management LLC 0.13% Add +56.3% 80,500 $1.6M
CSS LLC 0.29% Add +16.0% 79,874 $1.6M
Concurrent Investment Advisors, LLC 0.05% Add +148.1% 76,745 $1.6M
Greenwich Wealth Management LLC 0.10% Add +0.0% 75,393 $1.5M
Canada Pension Plan Investment Board 0.00% Reduce -90.0% 75,043 $1.5M
ExodusPoint Capital Management, LP 0.02% Reduce -43.2% 75,039 $1.5M
Caption Management, LLC 0.17% Reduce -60.5% 75,000 $1.5M
Midwest Professional Planners, LTD. 0.46% Add +23.6% 74,294 $1.5M
Madison Asset Management, LLC 0.02% Reduce -3.3% 74,227 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -24.9% 74,130 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -0.5% 73,200 $1.5M
Rakuten Investment Management, Inc. 0.01% Add +33.0% 73,643 $1.5M
PGGM Investments 0.02% No change 72,442 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -3.8% 71,882 $1.5M
Walleye Trading LLC 0.04% Reduce -86.9% 71,633 $1.5M
Ellsworth Advisors, LLC 0.38% Add +22.4% 71,583 $1.5M
Sciencast Management LP 0.43% New 71,032 $1.5M
Lido Advisors, LLC 0.01% Add +3.8% 70,333 $1.4M
Ostrum Asset Management 0.12% Add +2.3% 68,347 $1.4M
Milestone Asset Management, LLC 0.31% New 68,172 $1.4M
Assetmark, Inc. 0.00% Add +212.6% 67,602 $1.4M
Ritholtz Wealth Management 0.04% Add +27.5% 67,411 $1.4M
Long Run Wealth Advisors, LLC 0.32% Add +4.7% 67,201 $1.4M
Polianta Ltd 0.64% Add +36.7% 67,000 $1.4M
Legacy Bridge, LLC 0.74% Add +10.0% 66,930 $1.4M
Private Advisor Group, LLC 0.01% Add +29.0% 66,673 $1.4M
Alps Advisors Inc. 0.01% Reduce -3.9% 66,530 $1.4M
Atlas Capital Advisors Inc. 0.20% Add +4.0% 65,079 $1.3M
Ballentine Partners, LLC 0.02% Add +23.5% 64,984 $1.3M
Mission Wealth Management, LP 0.03% Add +10.9% 63,787 $1.3M
New Mexico Educational Retirement Board 0.04% Reduce -1.6% 63,608 $1.3M
Westside Investment Management, Inc. 0.27% No change 62,048 $1.3M
AIA Group Ltd 0.03% Reduce -11.3% 61,271 $1.3M
Knights of Columbus Asset Advisors LLC 0.08% New 60,872 $1.2M
Impact Partnership Wealth, LLC 0.28% Add +76.7% 60,217 $1.2M
Black Swift Group, LLC 0.27% New 60,000 $1.2M
Walleye Capital LLC 0.01% Reduce -88.5% 59,872 $1.2M
Nomura Holdings Inc. 0.01% Add +59.7% 59,454 $1.2M
M&G PLC 0.01% Reduce -7.4% 60,549 $1.2M
NEOS Investment Management LLC 0.04% Add +26.0% 59,040 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 58,852 $1.2M
Freedom Investment Management, Inc. 0.09% Reduce -23.4% 57,807 $1.2M
Blair William & Co. 0.00% Add +25.1% 57,504 $1.2M
Ridgewood Investments LLC 0.59% Add +55.0% 57,498 $1.2M
Bonness Enterprises Inc. 0.39% No change 57,100 $1.2M
Commerce Bank 0.01% Reduce -1.3% 56,776 $1.2M
Public Sector Pension Investment Board 0.01% Add +13.2% 56,555 $1.2M
Simplex Trading, LLC 0.04% Reduce -86.5% 55,930 $1.1M
Guidance Capital, Inc. 0.36% Reduce -2.4% 55,197 $1.1M
Fortem Financial Group, LLC 0.45% Add +8.2% 54,645 $1.1M
Aviso Financial Inc. 0.05% Add +12.7% 53,570 $1.1M
Cherry Creek Investment Advisors, Inc. 0.56% Add +127.8% 53,338 $1.1M
Norinchukin Bank, The 0.03% Add +15.2% 52,555 $1.1M
Leonteq Securities AG 0.13% Add +42.2% 51,995 $1.1M
180 Wealth Advisors, LLC 0.17% Reduce -4.6% 51,264 $1.0M
West Tower Group, LLC 2.21% Reduce -58.8% 50,621 $1.0M
Peapack Gladstone Financial Corp. 0.01% Reduce -4.7% 50,432 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -4.0% 50,124 $1.0M
Mosaic Family Wealth Partners, LLC 0.15% No change 50,000 $1.0M
Sterling Capital Management LLC 0.01% — 49,725 $1.0M
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -3.7% 48,810 $999K
Lee Danner & Bass Inc. 0.07% Reduce -35.7% 48,584 $994K
Eagle Harbor Asset Management Inc. 0.98% Add +9.4% 48,364 $990K
TD Private Client Wealth LLC 0.03% Add +155.0% 48,323 $989K
Fuller & Thaler Asset Management, Inc. 0.00% Add +45.0% 47,190 $966K
Axq Capital, LP 0.29% Reduce -26.2% 46,799 $958K
Praxis Investment Management Inc. 0.06% No change 46,690 $955K
Avantax Advisory Services, Inc. 0.01% Add +60.4% 46,082 $943K
Pallas Capital Advisors LLC 0.04% Add +136.6% 48,590 $943K
AE Wealth Management LLC 0.01% Reduce -60.4% 45,623 $933K
Wealthfront Advisers LLC 0.00% Reduce -42.6% 45,586 $933K
Machina Capital S.A.S. 0.37% Reduce -31.6% 45,470 $930K
Impax Asset Management Group plc 0.00% Add +58.9% 45,139 $924K
Empirical Finance, LLC 0.05% Add +2.1% 44,509 $911K
Plato Investment Management Ltd 0.07% No change 43,558 $890K
Athena Investment Management 0.51% Reduce -0.3% 43,432 $889K
First Trust Direct Indexing L.P. 0.05% Add +2.5% 43,008 $880K
Maverick Capital 0.02% Reduce -67.7% 42,839 $876K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -12.9% 42,641 $876K
Moloney Securities Asset Management, LLC 0.12% New 42,091 $861K
Jackson Square Capital, LLC 0.21% Reduce -8.7% 41,425 $848K
Tower Research Capital LLC (TRC) 0.02% Reduce -9.6% 41,378 $847K
Capital Investment Counsel, Inc 0.12% No change 41,269 $844K
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.4% 41,192 $843K
Mutual Advisors, LLC 0.02% Reduce -0.5% 43,353 $841K
Engineers Gate Manager LP 0.02% Reduce -40.6% 40,889 $837K
DGS Capital Management, LLC 0.23% Reduce -4.8% 40,759 $834K
Bleakley Financial Group, LLC 0.03% Reduce -2.2% 40,646 $832K
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +59.1% 39,691 $812K
Kestra Private Wealth Services, LLC 0.01% Add +39.5% 39,668 $812K
Global Retirement Partners, LLC 0.02% Add +107.9% 39,667 $812K
Perigon Wealth Management, LLC 0.02% Add +192.7% 39,122 $800K
Regions Financial Corp. 0.01% Reduce -0.4% 38,986 $798K
SRN Advisors, LLC 0.70% Add +117.6% 38,801 $794K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -8.2% 38,480 $787K
Cypress Capital Group 0.09% Reduce -1.4% 38,470 $787K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +7.0% 38,231 $782K
APG Asset Management US Inc. 0.01% New 38,965 $777K
Kaizen Financial Strategies 0.45% New 37,670 $771K
Longfellow Investment Management Co. LLC 0.19% Add +45.6% 37,627 $770K
HAP Trading, LLC 0.39% Reduce -26.0% 37,446 $766K
Sigma Planning Corp 0.02% Add +7.7% 37,125 $760K
Allworth Financial LP 0.00% Add +4.1% 36,940 $756K
First National Trust Co 0.03% Add +9.6% 36,775 $752K
Oppenheimer & Co. Inc. 0.01% Reduce -50.8% 36,717 $751K
Infrastructure Capital Advisors, LLC 0.12% Add +183.0% 36,693 $751K
United Capital Financial Advisors, LLC 0.01% Add +3.4% 36,203 $741K
Westpac Banking Corp. 0.05% Add +353.6% 36,131 $739K
Perpetual Ltd 0.01% New 36,131 $739K
Bailard, Inc. 0.02% Add +2.1% 36,090 $738K
Farther Finance Advisors, LLC 0.03% Reduce -4.5% 36,037 $737K
Keybank National Association 0.00% Reduce -20.1% 35,934 $735K
Mma Asset Management LLC 0.19% Add +139.0% 38,224 $731K
Taika Capital, LP 0.55% New 35,614 $729K
CIBC Private Wealth Group LLC 0.00% Reduce -3.0% 35,460 $726K
Graypoint LLC 0.05% Add +18.1% 35,359 $723K
Legacy Capital Group California, Inc. 0.24% Reduce -6.6% 35,157 $719K
Squarepoint Ops LLC 0.00% Reduce -0.7% 34,991 $716K
EP Wealth Advisors, LLC 0.01% Add +12.8% 34,670 $709K
Parallel Advisors, LLC 0.02% Reduce -1.7% 34,660 $709K
V-Square Quantitative Management LLC 0.10% Add +17.4% 34,529 $706K
Fisher Asset Management 0.00% Add +211.1% 33,973 $695K
BW Gestao de Investimentos Ltda. 0.11% New 33,800 $692K
Horizon Investments, LLC 0.02% Add +66.2% 33,344 $682K
Atria Wealth Solutions, Inc. 0.01% Add +116.3% 32,982 $676K
Applied Finance Capital Management, LLC 0.03% Reduce -10.2% 32,114 $657K
Fiduciary Trust Co 0.01% Add +12.1% 32,046 $656K
Bridgewater Associates 0.00% Reduce -53.1% 31,524 $645K
Los Angeles Capital Management LLC 0.00% Add +84.8% 31,437 $643K
Campbell & CO Investment Adviser LLC 0.05% Reduce -83.5% 31,286 $640K
Quartz Partners, LLC 0.40% — 31,221 $639K
Fortitude Advisory Group L.L.C. 0.40% No change 31,089 $636K
Integrated Wealth Concepts LLC 0.01% Add +4.6% 31,052 $635K
WESPAC Advisors, LLC 0.47% New 31,015 $635K
Northwestern Mutual Wealth Management Co. 0.00% Add +58.7% 30,935 $633K
United Services Automobile Association 0.02% Reduce -22.4% 30,885 $632K
Twin Capital Management Inc. 0.07% Add +5.2% 30,718 $628K
Walled Lake Planning & Wealth Management, LLC 0.23% Add +0.1% 30,537 $625K
Park Avenue Securities LLC 0.01% Add +24.6% 30,484 $624K
Focus Partners Advisor Solutions, LLC 0.01% Add +28.3% 30,456 $623K
Bank of Stockton 0.19% New 30,000 $614K
NJ State Employees Deferred Compensation Plan 0.07% No change 30,000 $614K
RBF Capital, LLC 0.03% No change 30,000 $614K
Piedmont Capital Management, LLC 0.37% No change 29,000 $607K
SOL Capital Management CO 0.07% No change 29,142 $596K
Investors Asset Management of Georgia Inc. /Ga/ 0.28% Reduce -0.7% 29,051 $594K
Profund Advisors LLC 0.02% Add +10.1% 28,945 $592K
Dynamic Technology Lab Private Ltd 0.06% New 28,741 $588K
Fourpath Capital Management, LLC 0.11% New 28,666 $587K
Phoenix Financial Ltd. 0.01% Reduce -79.7% 28,452 $583K
&partners 0.01% New 28,386 $582K
Groupama Asset Managment 0.02% New 70,795 $580K
Cacti Asset Management LLC 0.04% No change 30,000 $566K
Sage Advisors, LLC 0.44% Add +0.6% 27,551 $564K
Greenleaf Trust 0.01% Reduce -0.3% 27,427 $561K
Signaturefd, LLC 0.01% Add +3.7% 27,322 $559K
Parallax Volatility Advisers, L.P. 0.02% Reduce -87.1% 27,125 $555K
One Wealth Advisors, LLC 0.09% Add +31.4% 26,939 $555K
Abacus Planning Group, Inc. 0.10% Reduce -11.4% 26,556 $543K
Brown Advisory Inc. 0.00% Add +24.3% 26,466 $541K
Level Four Advisory Services, LLC 0.02% New 27,766 $541K
First Hawaiian Bank 0.02% Reduce -1.7% 26,353 $539K
Cohen Klingenstein LLC 0.02% No change 26,200 $536K
KLCM Advisors, Inc. 0.06% Reduce -0.5% 26,146 $535K
Veracity Capital LLC 0.20% Add +0.1% 26,019 $532K
Sanders Morris Harris LLC 0.09% No change 26,000 $532K
Apollon Wealth Management, LLC 0.01% Add +1.6% 25,862 $529K
44 Wealth Management LLC 0.19% — 27,315 $527K
Grassi Investment Management 0.05% No change 25,600 $524K
Vestcor Inc 0.02% No change 25,552 $523K
American Alpha Advisors, LLC 0.49% — 25,468 $521K
Choreo, LLC 0.01% Add +30.3% 25,909 $517K
Argonautica Private Wealth Management, Inc. 0.17% Add +0.5% 24,797 $507K
Wilmington Savings Fund Society, FSB 0.01% New 24,787 $507K
Old Port Advisors 0.14% Reduce -1.4% 24,377 $499K
Montgomery Investment Management Inc. 0.18% No change 24,250 $496K
Smithfield Trust Co 0.02% Add +20.0% 23,979 $490K
International Assets Investment Management, LLC 0.04% Add +256.3% 89,531 $489K
Whittier Trust Co. 0.01% No change 23,860 $488K
Teewinot Capital Advisers, L.L.C. 0.05% No change 23,802 $487K
Synovus Financial Corp. 0.01% Add +7.9% 23,751 $486K
Wbi Investments, LLC 0.12% New 23,660 $484K
Werba Rubin Papier Wealth Management 0.11% Add +2.5% 23,583 $483K
Penn Mutual Asset Management 1.35% Add +45.0% 23,200 $475K
Forum Financial Management, LP 0.01% Reduce -2.5% 23,124 $473K
Smartleaf Asset Management LLC 0.06% Add +982.5% 23,457 $472K
Evergreen Capital Management LLC 0.02% Add +2.7% 22,942 $472K
Coldstream Capital Management Inc. 0.01% Add +7.7% 22,798 $471K
City Center Advisors, LLC 0.52% Add +47.4% 22,991 $470K
Cidel Asset Management Inc. 0.03% No change 22,831 $467K
Belpointe Asset Management LLC 0.03% New 22,582 $462K
Elevation Wealth Partners, LLC 0.20% Reduce -1.1% 22,494 $460K
Carret Asset Management, LLC 0.05% No change 22,350 $457K
Rathbones Group PLC 0.00% Add +0.3% 22,250 $455K
Centiva Capital, LP 0.02% Reduce -86.6% 22,110 $452K
Zuckerman Investment Group, LLC 0.05% New 22,000 $450K
IMC-Chicago, LLC 0.01% Reduce -92.0% 21,627 $442K
MIdWestOne Financial Group, Inc. 0.06% Reduce -3.2% 21,493 $440K
Vest Financial, LLC 0.01% Add +39.9% 21,481 $440K
Welch & Forbes LLC 0.01% Reduce -12.1% 21,471 $439K
Silvercrest Asset Management Group LLC 0.00% No change 21,182 $433K
Kesler, Norman & Wride, LLC 0.08% New 21,122 $432K
Checchi Capital Advisers, LLC 0.03% Add +5.0% 21,041 $430K
HUB Investment Partners, LLC 0.02% Add +2.6% 20,909 $428K
Strategic Wealth Investment Group, LLC 0.05% Add +0.4% 21,175 $422K
Inlet Private Wealth, LLC 0.11% No change 20,590 $421K
Independent Financial Group, LLC 0.02% Add +50.8% 20,573 $421K
Dynasty Wealth Management, LLC 0.01% New 20,305 $415K
SPC Financial, Inc. 0.04% New 20,219 $414K
EntryPoint Capital, LLC 0.23% New 20,145 $412K
Sequoia Financial Advisors, LLC 0.00% Add +3.8% 20,072 $411K
Supplemental Annuity Collective Trust of NJ 0.12% No change 20,000 $409K
Paradigm Capital Management Inc. 0.02% No change 20,000 $409K
Abn Amro Investment Solutions 0.01% Reduce -29.7% 19,980 $409K
Atria Investments, Inc 0.01% Reduce -15.0% 19,979 $409K
Asahi Life Asset Management Co., LTD. 0.25% Add +23.4% 19,870 $407K
Western Wealth Management, LLC 0.02% Reduce -3.7% 19,773 $405K
Townsquare Capital LLC 0.00% New 19,764 $404K
Advisory Services Network, LLC 0.01% No change 19,037 $403K
Summit Trail Advisors, LLC 0.01% Reduce -6.4% 19,562 $403K
Lebenthal Global Advisors, LLC 0.08% Add +0.4% 19,649 $402K
Flputnam Investment Management Co. 0.01% Add +3813.0% 19,565 $400K
Wendell David Associates Inc. 0.04% No change 19,200 $393K
E Fund Management Co., Ltd. 0.02% Add +27.2% 19,179 $392K
Meeder Advisory Services, Inc. 0.03% Reduce -10.8% 19,172 $392K
Regal Investment Advisors LLC 0.03% New 18,988 $388K
Fiduciary Financial Group, LLC 0.09% Add +36.6% 18,390 $386K
Canandaigua National Trust Co of Florida 0.33% — 18,812 $385K
Envestnet Portfolio Solutions, Inc. 0.00% Add +13.2% 18,713 $383K
William B. Walkup & Associates, Inc. 0.24% No change 18,695 $382K
Kessler Investment Group, LLC 0.20% New 18,563 $380K
Blue Trust, Inc. 0.00% Add +66.0% 17,910 $379K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.27% New 18,250 $373K
Brooklyn Investment Group 0.12% Add +0.7% 18,195 $372K
Premier Path Wealth Partners, LLC 0.06% Reduce -13.6% 18,138 $371K
Stephens Inc. 0.01% Add +12.3% 17,998 $368K
Ellevest, Inc. 0.02% Add +5.8% 17,948 $367K
Ascent Group, LLC 0.03% Add +14.5% 17,923 $367K
TCW Group Inc. 0.00% Reduce -2.4% 17,779 $364K
Paragon Capital Management Ltd 0.07% Add +0.6% 17,663 $361K
Geller Advisors LLC 0.02% Reduce -23.2% 17,434 $359K
Dumont & Blake Investment Advisors LLC 0.10% Reduce -50.0% 17,519 $358K
Fifth Third Wealth Advisors LLC 0.02% Add +13.6% 17,233 $353K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.1% 17,116 $350K
Huntington National Bank 0.00% Reduce -5.2% 16,934 $346K
Qtron Investments LLC 0.05% No change 16,817 $344K
Beverly Hills Private Wealth, LLC 0.07% Reduce -16.1% 16,782 $343K
Neville Rodie & Shaw Inc. 0.03% No change 16,776 $343K
Bartlett & Co. Wealth Management LLC 0.00% Add +3.1% 16,643 $343K
Brookstone Capital Management 0.01% Reduce -22.2% 16,687 $341K
Meridian Investment Counsel Inc. 0.10% Reduce -5.4% 16,633 $340K
Burns Matteson Capital Management, LLC 0.19% New 16,481 $337K
First National Bank & Trust Co. of Newtown 0.06% Reduce -1.2% 16,424 $336K
Snowden Capital Advisors LLC 0.01% Add +14.8% 16,217 $334K
Pinpoint Asset Management Ltd 0.07% New 16,308 $334K
West Michigan Advisors, LLC 0.10% New 16,137 $332K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.1% 16,234 $332K
Bradley Foster & Sargent Inc. 0.01% Add +0.6% 16,105 $330K
Humankind Investments LLC 0.12% Add +0.4% 16,025 $328K
Capstone Investment Advisors, LLC 0.01% Reduce -38.7% 15,997 $327K
Phillips Wealth Planners LLC 0.31% New 15,544 $325K
Claro Advisors Inc. 0.04% New 15,842 $324K
Deerfield Management Company, L.P. 0.01% Reduce -22.7% 15,583 $319K
Frank, Rimerman Advisors LLC 0.02% Reduce -1.4% 15,373 $315K
Lanark Financial, Inc. 0.03% Add +510.2% 15,201 $311K
MAI Capital Management 0.00% Reduce -69.9% 15,141 $310K
Summit Securities Group LLC 0.19% Reduce -84.2% 15,000 $307K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% Add +36.4% 15,000 $307K
RHS Financial, LLC 0.15% No change 14,987 $307K
Van Strum & Towne Inc. 0.11% No change 14,925 $305K
Trust Asset Management LLC 0.02% No change 14,896 $305K
Harbor Capital Advisors, Inc. 0.01% Add +0.5% 14,868 $304K
Zacks Investment Management 0.00% Reduce -98.2% 14,771 $302K
Elevation Point Wealth Partners, LLC 0.03% Add +16.1% 14,674 $300K
Tiaa Trust, National Association 0.00% Add +3.4% 14,662 $300K
HighPoint Advisor Group LLC 0.02% Reduce -9.7% 14,813 $297K
Avestar Capital, LLC 0.03% Add +30.0% 14,282 $292K
Quadrant Capital Group LLC 0.02% Reduce -4.3% 14,263 $292K
Spinnaker Trust 0.02% No change 14,135 $289K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +510.9% 13,990 $288K
Siemens Fonds Invest GmbH 0.02% No change 14,021 $287K
First Dallas Securities Inc. 0.12% Add +20.2% 14,005 $287K
Clarius Group, LLC 0.02% Add +0.6% 14,122 $285K
Schechter Investment Advisors, LLC 0.02% Add +15.1% 13,933 $285K
Cutter & CO Brokerage, Inc. 0.06% Add +4.4% 13,924 $285K
Lyell Wealth Management, LP 0.03% No change 13,899 $284K
Marcum Wealth, LLC 0.03% New 13,825 $283K
PFG Investments, LLC 0.02% Add +11.3% 13,697 $280K
Kathmere Capital Management, LLC 0.03% New 13,614 $279K
MBB Public Markets I LLC 0.02% Reduce -85.1% 13,590 $278K
Princeton Capital Management LLC 0.09% Reduce -80.0% 13,412 $274K
Cigna Investments Inc. 0.05% Reduce -2.6% 13,369 $274K
Auxier Asset Management LLC 0.04% No change 13,359 $273K
Baader Bank Aktiengesellschaft 0.02% Add +6.8% 13,499 $269K
Silver Coast Investments LLC 0.10% New 13,146 $269K
PDS Planning, Inc 0.02% Reduce -0.2% 13,091 $268K
Gries Financial LLC 0.05% New 13,047 $267K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.1% 13,045 $267K
True Link Financial Advisors, LLC 0.02% Reduce -0.8% 12,986 $266K
Smith Shellnut Wilson LLC 0.12% No change 12,924 $264K
Compound Planning, Inc. 0.02% Add +5.2% 12,910 $264K
Burke & Herbert Bank & Trust Co. 0.06% No change 12,874 $263K
Ariadne Wealth Management, LP 0.14% New 12,270 $263K
Exchange Traded Concepts, LLC 0.01% Add +381.1% 12,840 $263K
Peninsula Wealth, LLC 0.05% Add +0.7% 12,554 $262K
Nixon Peabody Trust Co. 0.02% No change 12,750 $261K
Stratos Wealth Partners, LTD. 0.00% Reduce -19.2% 12,667 $259K
Wulff, Hansen & Co. 0.23% Add +13.6% 12,666 $259K
Essex Financial Services, Inc. 0.02% Add +10.1% 12,935 $257K
Institute for Wealth Management, LLC. 0.03% Add +23.0% 12,522 $256K
Clear Creek Financial Management, LLC 0.03% Reduce -6.1% 12,441 $255K
WINTON GROUP Ltd 0.02% New 12,417 $254K
Baird Financial Group, Inc. 0.00% Reduce -36.9% 12,344 $253K
First Horizon Advisors, Inc. 0.01% Add +12.3% 12,282 $251K
Sharp Wealth Advisory, LLC 0.19% New 12,200 $250K
Gibraltar Capital Management, Inc. 0.11% New 12,179 $249K
Canton Hathaway, LLC 0.06% Add +33.0% 12,100 $248K
Avantax Planning Partners, Inc. 0.01% Reduce -3.3% 12,108 $248K
Doliver Advisors, LP 0.07% Reduce -2.4% 12,000 $246K
Avidian Wealth Enterprises, LLC 0.01% Add +3.2% 11,903 $244K
Aaron Wealth Advisors LLC 0.03% New 11,885 $243K
Inceptionr LLC 0.06% New 11,824 $242K
Ontario Teachers Pension Plan Board 0.00% Reduce -85.9% 11,799 $241K
Dakota Wealth Management 0.01% Add +11.7% 11,715 $240K
Freestone Capital Holdings, LLC 0.01% No change 11,702 $239K
Clarus Wealth Advisors 0.12% New 11,458 $239K
Lake Street Private Wealth, LLC 0.04% Reduce -4.9% 11,637 $238K
Total Clarity Wealth Management, Inc. 0.08% New 11,554 $236K
Citizens Financial Group Inc. 0.00% Add +2.2% 11,467 $236K
Aspire Private Capital, LLC 0.06% Add +22.5% 11,412 $233K
North Star Investment Management Corp. 0.02% Reduce -79.8% 11,385 $233K
Clearstead Advisors, LLC 0.00% Reduce -6.4% 11,351 $232K
Summit Financial Wealth Advisors, LLC 0.04% Add +12.3% 11,348 $232K
Dark Forest Capital Management LP 0.03% New 11,304 $231K
Tocqueville Asset Management L.P. 0.00% New 11,294 $231K
Capital Planning LLC 0.06% Add +0.3% 11,199 $231K
Pinnacle Financial Partners Inc 0.00% Add +0.7% 11,212 $229K
Berger Financial Group, Inc 0.02% Reduce -1.3% 11,181 $229K
Sound Income Strategies, LLC 0.01% Add +1765.3% 11,117 $227K
Sentry LLC 0.04% No change 11,024 $226K
Davis R M Inc. 0.00% Add +0.1% 11,012 $225K
Badgley Phelps Wealth Managers, LLC 0.01% New 10,941 $225K
Drive Wealth Management, LLC 0.06% Reduce -0.3% 10,939 $225K
Cowa, LLC 0.11% Reduce -8.3% 11,000 $225K
Vise Technologies, Inc. 0.03% New 10,894 $223K
Private Trust Co. NA 0.02% Reduce -8.9% 10,816 $221K
IMPACTfolio, LLC 0.11% Add +0.7% 10,762 $220K
Driehaus Capital Management LLC 0.00% New 10,630 $217K
Fulton Bank, N.A. 0.01% New 10,573 $216K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.2% 10,560 $216K
First Financial Bankshares Inc 0.00% No change 10,431 $213K
Roman Butler Fullerton & Co. 0.06% New 10,263 $213K
Ironwood Investment Management LLC 0.10% Reduce -3.9% 10,356 $212K
D'Orazio & Associates, Inc. 0.03% Add +1.4% 10,342 $212K
Sunflower Bank, N.A. 0.06% New 10,288 $210K
Anchor Investment Management, LLC 0.02% No change 10,250 $210K
Peterson Wealth Services 0.07% New 10,226 $209K
First Citizens Bank & Trust Co. 0.00% New 10,207 $209K
Coppell Advisory Solutions LLC 0.03% No change 10,348 $208K
Patten & Patten Inc. 0.01% Reduce -4.8% 10,023 $205K
Herold Advisors, Inc. 0.04% No change 9,945 $203K
Conning Inc. 0.01% No change 9,938 $203K
GAMMA Investing LLC 0.02% Add +82.2% 9,875 $202K
Empower Advisory Group, LLC 0.00% New 9,825 $201K
CENTRAL TRUST Co 0.00% Add +1.6% 9,723 $199K
Avior Wealth Management, LLC 0.01% Add +6.4% 9,665 $198K
Lindbrook Capital, LLC 0.02% Reduce -3.6% 9,654 $198K
Abich Financial Wealth Management LLC 0.44% Add +15.9% 9,539 $195K
Eastern Bank 0.00% New 9,360 $192K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.12% No change 9,200 $188K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.6% 7,736 $188K
Principal Securities, Inc. 0.00% Add +49.8% 9,150 $187K
Whittier Trust Co. of Nevada Inc. 0.00% No change 8,715 $178K
Concourse Financial Group Securities, Inc. 0.01% Reduce -22.9% 8,644 $178K
Trust Co. of Vermont 0.01% No change 8,322 $170K
Armstrong Advisory Group, Inc. 0.01% Add +10.2% 8,293 $170K
Ossiam 0.00% Add +448.7% 8,264 $169K
Earned Wealth Advisors, LLC 0.05% New 8,191 $168K
GeoWealth Management, LLC 0.01% Reduce -30.6% 8,065 $165K
Oakworth Capital, Inc. 0.01% Add +0.6% 7,978 $163K
Centaurus Financial, Inc. 0.01% New 7,572 $155K
UMB Bank, n.a. 0.00% Reduce -19.2% 7,226 $148K
Mather Group, Llc. 0.00% Reduce -15.0% 7,117 $146K
Cohen & Steers, Inc. 0.00% Reduce -2.6% 7,070 $145K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -73.9% 7,032 $144K
HM Payson & Co. 0.00% Reduce -3.5% 6,994 $143K
Wolff Wiese Magana LLC 0.10% No change 6,908 $141K
Edmond DE Rothschild Holding S.A. 0.00% New 6,652 $136K
Deseret Mutual Benefit Administrators 0.07% No change 6,511 $133K
Estabrook Capital Management 0.02% No change 6,400 $131K
Sentry Investment Management LLC 0.05% New 6,198 $127K
Maia Wealth LLC 0.03% New 6,000 $123K
Brown Brothers Harriman & Co. 0.00% Reduce -5.8% 5,992 $123K
EverSource Wealth Advisors, LLC 0.01% Reduce -13.1% 5,882 $120K
MCF Advisors LLC 0.01% No change 5,495 $113K
Versant Capital Management, Inc 0.03% Add +135.1% 5,512 $113K
Farmers & Merchants Investments Inc. 0.00% No change 5,186 $106K
Indiana Trust & Investment Management Co 0.04% No change 5,063 $104K
Jones Financial Companies LLLP 0.00% Add +107.7% 5,129 $103K
Central Pacific Bank - Trust Division 0.01% No change 5,000 $102K
Security National Bank 0.01% Reduce -7.4% 4,975 $102K
Cary Street Partners Investment Advisory LLC 0.00% New 4,960 $101K
Motco 0.01% No change 4,846 $99K
State of Wyoming 0.01% Reduce -11.0% 4,666 $95K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.7% 4,616 $94K
Eagle Bay Advisors LLC 0.04% No change 4,533 $93K
Larson Financial Group LLC 0.01% Add +0.2% 4,554 $93K
nVerses Capital, LLC 0.04% New 4,500 $92K
True Wealth Design, LLC 0.04% Add +8369.2% 4,404 $90K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -14.8% 4,597 $89K
Quent Capital, LLC 0.01% Add +0.2% 4,272 $87K
Arax Advisory Partners 0.01% Add +26.6% 4,225 $86K
Cromwell Holdings LLC 0.05% Reduce -3.9% 4,028 $83K
Silvant Capital Management LLC 0.00% No change 3,879 $80K
Colonial Trust Co / SC 0.01% Add +115.8% 3,798 $78K
AdvisorNet Financial, Inc 0.01% Reduce -2.2% 3,745 $77K
Sittner & Nelson, LLC 0.03% No change 3,728 $76K
Gen-Wealth Partners Inc 0.03% No change 3,742 $76K
Covestor Ltd 0.05% Add +165.8% 3,694 $76K
Rothschild Investment LLC 0.01% Reduce -5.6% 3,714 $76K
Ransom Advisory, Ltd 0.04% No change 3,700 $76K
Raleigh Capital Management Inc. 0.03% Reduce -24.7% 3,659 $75K
Key Financial Inc 0.02% Add +1.0% 3,497 $72K
Clean Yield Group 0.02% Add +8.5% 3,471 $71K
Addison Advisors LLC 0.02% Add +6.2% 3,323 $68K
Webster Bank, N. A. 0.01% No change 3,200 $65K
Itau Unibanco Holding S.A. 0.00% Reduce -0.1% 3,129 $64K
Harvest Fund Management Co., Ltd 0.00% Reduce -96.0% 3,098 $63K
Geneos Wealth Management Inc. 0.00% Add +46.0% 3,064 $63K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1919.9% 3,050 $62K
Ceeto Capital Group, LLC 0.02% Reduce -90.0% 3,000 $62K
Bell Investment Advisors, Inc 0.01% Reduce -4.0% 2,952 $60K
Ashton Thomas Securities, LLC 0.01% New 2,949 $60K
JNBA Financial Advisors 0.01% Add +5.2% 2,946 $60K
Johnson Financial Group, Inc. 0.00% New 2,900 $60K
Bokf, NA 0.00% Reduce -36.9% 2,877 $59K
AlphaMark Advisors, LLC 0.02% No change 2,833 $58K
Harbour Investments, Inc. 0.00% Reduce -13.3% 2,831 $58K
Pacific Center for Financial Services 0.01% No change 2,784 $57K
Venturi Wealth Management, LLC 0.00% Add +252.2% 2,761 $56K
Asset Dedication, LLC 0.00% Reduce -5.8% 2,643 $54K
Hall Laurie J Trustee 0.02% Reduce -36.9% 2,650 $54K
Alta Advisers Ltd 0.02% No change 2,600 $53K
Founders Financial Alliance, LLC 0.01% Reduce -2.4% 2,522 $52K
AlphaQuest LLC 0.00% New 2,447 $50K
Hexagon Capital Partners LLC 0.01% Reduce -22.4% 2,401 $49K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 2,399 $49K
Parkside Financial Bank & Trust 0.01% Add +0.4% 2,384 $49K
Catalyst Capital Advisors LLC 0.00% New 2,326 $48K
Spire Wealth Management 0.00% Reduce -6.6% 2,271 $46K
Beacon Capital Management, LLC 0.01% Add +45.3% 2,240 $46K
Cullen/Frost Bankers, Inc. 0.00% Add +277.4% 2,189 $45K
Rise Advisors, LLC 0.02% Add +45.5% 1,999 $41K
Concord Wealth Partners 0.01% Reduce -10.4% 1,990 $41K
American National Bank & Trust 0.00% No change 1,949 $40K
Caldwell Sutter Capital, Inc. 0.02% No change 1,900 $39K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,900 $39K
Montag A & Associates Inc. 0.00% No change 1,885 $39K
Syntax Research, Inc. 0.03% No change 1,897 $39K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,896 $39K
FinTrust Capital Advisors, LLC 0.01% New 1,805 $37K
Claris Advisors, LLC / Mo / 0.02% New 1,774 $36K
Authentikos Wealth Advisory, LLC 0.03% New 1,751 $36K
CoreCap Advisors, LLC 0.00% Reduce -37.5% 1,733 $35K
TD Waterhouse Canada Inc. 0.00% Add +13.6% 1,764 $35K
IFP Advisors, Inc 0.00% Reduce -20.9% 1,717 $35K
Hemington Wealth Management 0.01% New 1,808 $35K
Capital Analysts, LLC 0.00% Add +367.6% 1,702 $35K
SWAN Capital LLC 0.02% No change 1,614 $33K
Salem Investment Counselors Inc. 0.00% Add +128.6% 1,600 $33K
Coston, McIsaac & Partners 0.01% No change 1,523 $31K
Ancora Advisors LLC 0.00% Add +0.7% 1,505 $31K
SOA Wealth Advisors, LLC. 0.01% Reduce -18.9% 1,431 $29K
Valley National Advisers Inc. 0.01% Reduce -34.7% 1,422 $29K
Financial Management Professionals, Inc. 0.00% Add +80.3% 1,430 $29K
JFS Wealth Advisors, LLC 0.00% Add +1.5% 1,337 $27K
Altshuler Shaham Ltd 0.00% Reduce -16.3% 1,336 $27K
Manchester Capital Management LLC 0.00% Add +64.3% 1,321 $27K
Centerpoint Advisors, LLC 0.01% Add +33.0% 1,330 $27K
WFA Asset Management Corp 0.01% Add +0.5% 1,288 $26K
Valley Wealth Managers, Inc. 0.00% New 1,274 $26K
St Germain D J Co. Inc. 0.00% No change 1,265 $26K
Union Savings Bank 0.01% No change 1,263 $26K
Financial Freedom, LLC 0.01% Add +0.6% 1,235 $25K
Hilltop National Bank 0.01% No change 1,216 $25K
BOK Financial Private Wealth, Inc. 0.00% New 1,149 $24K
WASHINGTON TRUST Co 0.00% No change 1,160 $24K
McIlrath & Eck, LLC 0.00% Reduce -6.0% 1,151 $24K
Albion Financial Group 0.00% No change 1,066 $22K
TruNorth Capital Management, LLC 0.01% Add +661.8% 1,036 $21K
Cranbrook Wealth Management, LLC 0.00% No change 1,005 $21K
Grayhawk Investment Strategies Inc. 0.03% No change 1,000 $20K
Centennial Bank 0.01% No change 1,000 $20K
Ascentis Wealth Management, LLC 0.01% — 992 $20K
Sawyer & Company, Inc 0.01% No change 1,000 $20K
TrinityBridge Ltd 0.00% No change 1,000 $20K
West Paces Advisors Inc. 0.00% No change 972 $20K
Glass Jacobson Investment Advisors llc 0.01% No change 971 $20K
Sugarloaf Wealth Management, LLC 0.00% No change 932 $19K
Hantz Financial Services, Inc. 0.00% No change 912 $19K
Caldwell Trust Co 0.00% No change 928 $19K
S.A. Mason LLC 0.01% No change 917 $19K
Prestige Wealth Management Group LLC 0.00% Reduce -36.3% 879 $18K
Sachetta, LLC 0.01% Add +0.1% 883 $18K
CKW Financial Group 0.00% No change 921 $18K
First Community Trust NA 0.01% No change 850 $17K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 830 $17K
Pinnacle Bancorp, Inc. 0.00% Reduce -7.6% 801 $16K
PARK CIRCLE Co 0.01% No change 800 $16K
CVA Family Office, LLC 0.00% Add +19.5% 779 $16K
Rosenberg Matthew Hamilton 0.00% No change 767 $16K
Perkins Coie Trust Co 0.00% No change 740 $15K
Grove Bank & Trust 0.00% Add +125.9% 723 $15K
Creative Financial Designs Inc. 0.00% No change 705 $14K
Red Tortoise LLC 0.01% No change 693 $14K
Private Wealth Management Group, LLC 0.01% Reduce -10.8% 691 $14K
Keener Financial Planning LLC 0.01% No change 700 $14K
GW&K Investment Management, LLC 0.00% Add +18.4% 707 $14K
Global Wealth Strategies & Associates 0.00% No change 684 $14K
Salomon & Ludwin, LLC 0.00% Reduce -73.9% 636 $13K
IAG Wealth Partners, LLC 0.00% New 632 $13K
MV Capital Management, Inc. 0.00% Reduce -19.3% 619 $13K
Bank & Trust Co 0.01% No change 616 $13K
Advantage Trust Co 0.01% Reduce -44.4% 600 $12K
Kelly Lawrence W & Associates Inc. 0.00% No change 600 $12K
Tidemark, LLC 0.01% No change 592 $12K
Tompkins Financial Corp. 0.00% No change 578 $12K
Sandy Spring Bank 0.00% Reduce -30.9% 575 $12K
Raffa Wealth Management, LLC 0.00% Reduce -18.7% 564 $12K
Boyd Watterson Asset Management LLC 0.00% No change 560 $11K
Capital Advisors, Ltd. LLC 0.00% Add +0.2% 558 $11K
Oarsman Capital, Inc. 0.00% New 533 $11K
Tanglewood Legacy Advisors, LLC 0.00% No change 502 $10K
FSA Wealth Management LLC 0.00% — 500 $10K
Harbor Investment Advisory, LLC 0.00% Reduce -3.7% 491 $10K
JTC Employer Solutions Trustee Ltd 0.00% No change 500 $10K
SJS Investment Consulting Inc. 0.00% Reduce -16.2% 477 $10K
Abound Wealth Management 0.00% Add +4.7% 467 $10K
Avion Wealth 0.00% Reduce -5.3% 480 $9K
Bogart Wealth, LLC 0.00% No change 435 $9K
Sunbelt Securities, Inc. 0.00% Reduce -10.7% 432 $9K
Horizon Financial Services, LLC 0.01% No change 416 $9K
Pflug Koory, LLC 0.00% — 416 $9K
Rakuten Securities, Inc. 0.00% Reduce -90.3% 411 $8K
Financial Network Wealth Advisors LLC 0.01% Add +6.6% 405 $8K
Family CFO Inc 0.00% No change 400 $8K
Heritage Wealth Advisors 0.00% No change 400 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 372 $8K
Roble, Belko & Company, Inc 0.00% No change 400 $8K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -1.3% 381 $8K
Bruce G. Allen Investments, LLC 0.01% Add +96.9% 382 $8K
Delta Asset Management LLC 0.00% Reduce -21.1% 375 $8K
Kozak & Associates, Inc. 0.00% Reduce -25.2% 362 $8K
Kings Path Partners LLC 0.00% No change 358 $7K
Davis Capital Management 0.01% No change 340 $7K
WR Wealth Planners, LLC 0.00% Add +14.4% 318 $7K
Center for Financial Planning, Inc. 0.00% No change 316 $6K
Hollencrest Capital Management 0.00% No change 294 $6K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -77.7% 300 $6K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 300 $6K
Planning Capital Management Corp 0.00% Add +139.8% 271 $6K
Bull Oak Capital, LLC 0.00% New 269 $6K
Dunhill Financial, LLC 0.00% Add +90.7% 267 $5K
Gilliland Jeter Wealth Management LLC 0.00% No change 265 $5K
Planned Solutions, Inc. 0.00% New 263 $5K
Carolinas Wealth Consulting LLC 0.00% No change 258 $5K
Northwest Financial Advisors 0.00% New 250 $5K
Zions Bancorporation, N.A. 0.00% Reduce -74.2% 249 $5K
Plante Moran Financial Advisors, LLC 0.00% Reduce -60.5% 247 $5K
ORG Partners LLC 0.00% Reduce -86.8% 245 $5K
Kennebec Savings Bank 0.00% — 239 $5K
Main Street Group, LTD 0.00% Add +0.4% 235 $5K
Cherry Tree Wealth Management, LLC 0.00% No change 227 $5K
Cape Investment Advisory, Inc. 0.00% No change 219 $4K
WealthCollab, LLC 0.00% No change 218 $4K
Clear Investment Research, LLC 0.01% Add +0.5% 214 $4K
Hoey Investments, Inc. 0.00% No change 200 $4K
Frazier Financial Advisors, LLC 0.00% New 202 $4K
Olistico Wealth, LLC 0.00% No change 200 $4K
West Branch Capital LLC 0.00% No change 200 $4K
Archer Investment Corp 0.00% No change 200 $4K
Colonial Trust Advisors 0.00% No change 200 $4K
Bollard Group LLC 0.00% Add +1.1% 180 $4K
M&R Capital Management Inc. 0.00% Add +133.8% 187 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 180 $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
Transcendent Capital Group LLC 0.00% No change 149 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -6.7% 140 $3K
Clear Point Advisors Inc. 0.00% Add +0.7% 137 $3K
Chilton Capital Management LLC 0.00% No change 134 $3K
Bfsg, LLC 0.00% No change 133 $3K
Fortitude Family Office, LLC 0.00% New 125 $3K
Darwin Wealth Management, LLC 0.00% New 123 $3K
Park Place Capital Corp 0.00% No change 121 $2K
BBJS Financial Advisors, LLC 0.00% Add +0.9% 117 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -3.5% 110 $2K
Financial Perspectives, Inc 0.00% Add +0.9% 109 $2K
Pineridge Advisors LLC 0.00% Reduce -62.3% 107 $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
Winch Advisory Services, LLC 0.00% New 100 $2K
Stephens Consulting, LLC 0.00% No change 100 $2K
BNP Paribas 0.00% No change 100 $2K
Highline Wealth Partners LLC 0.00% Add +91.1% 86 $2K
City State Bank 0.00% No change 78 $2K
Northwest Investment Counselors, LLC 0.00% New 78 $2K
Trifecta Capital Advisors, LLC 0.00% No change 71 $1K
Twin Lakes Capital Management, LLC 0.00% No change 63 $1K
Voisard Asset Management Group, Inc. 0.00% Reduce -13.7% 63 $1K
Provenance Wealth Advisors, LLC 0.00% New 63 $1K
Peterson Financial Group, Inc. 0.00% New 62 $1K
GPS Wealth Strategies Group, LLC 0.00% No change 50 $1K
Pittenger & Anderson Inc. 0.00% New 50 $1K
Tsfg, LLC 0.00% No change 63 $1K
Resources Management Corp. /CT/ 0.00% New 59 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -82.1% 15 $1K
Continuum Advisory, LLC 0.00% Add +58.6% 46 $982
Stone House Investment Management, LLC 0.00% New 43 $880
REAP Financial Group, LLC 0.00% Reduce -92.3% 40 $818
Carmichael Hill & Associates, Inc. 0.00% Reduce -93.5% 39 $798
Criterion Capital Advisors, LLC 0.00% No change 36 $763
Nvwm, LLC 0.00% Reduce -23.8% 32 $655
Accordant Advisory Group Inc 0.00% No change 31 $634
Riverview Trust Co 0.00% New 31 $634
Delos Wealth Advisors, LLC 0.00% No change 30 $614
JDM Financial Group LLC 0.00% New 30 $614
TFC Financial Management, Inc. 0.00% No change 29 $594
Mark Sheptoff Financial Planning, LLC 0.00% No change 25 $512
Maryland Capital Advisors Inc. 0.00% No change 19 $389
Valued Wealth Advisors LLC 0.00% No change 18 $371
Semmax Financial Advisors Inc. 0.00% No change 14 $315
Carolina Wealth Advisors, LLC 0.00% No change 15 $307
Riggs Asset Managment Co. Inc. 0.00% New 15 $307
Kimelman & Baird, LLC 0.00% No change 15 $307
Morse Asset Management, Inc 0.00% New 14 $286
Aspect Partners, LLC 0.00% No change 13 $266
Crewe Advisors LLC 0.00% New 12 $246
Cedar Mountain Advisors, LLC 0.00% No change 10 $202
WestEnd Advisors, LLC 0.00% Reduce -14.3% 6 $123
Mendota Financial Group, LLC 0.00% New 4 $82
Laurel Wealth Advisors LLC 0.00% No change 3 $45
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $20
Briaud Financial Planning Inc 0.00% Reduce -90.8% 15 $0
McClarren Financial Advisors, Inc. 0.00% Add +90.5% 40 $0

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