Hewlett Packard EnterpriseHPE

13F holders, Q4 2024 (December 31)
1,090holders +71
98new positions
82sold out
13famous investors
$21.36avg. 13F price*

At the end of Q4 2024, 1,090 institutions reported holding Hewlett Packard Enterprise (HPE) in their 13F filings, up 71 from Q3 2024. 98 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.6B). 13 famous investors held it, including Alex Sacerdote (0.5% of Whale Rock Capital Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Steve Cohen (0.2% of Point72 Asset 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions98$238.1M
Exits82$147.4M

All 13F filers, Q3 2024 → Q4 2024: 79,721,216 shares bought and 84,935,786 shares sold, net −5,214,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,090 holders

Vanguard Group Inc. 0.06% Reduce -1.4% 164,420,550 $3.5B
BlackRock, Inc. 0.05% Reduce -1.4% 118,933,258 $2.5B
State Street Corp. 0.06% Add +2.1% 72,439,633 $1.6B
Bank of America Corp. 0.09% Add +0.8% 45,607,869 $973.7M
Geode Capital Management, LLC 0.05% Add +2.2% 32,173,982 $686.0M
JPMorgan Chase & Co. 0.05% Add +25.1% 30,592,898 $653.2M
Primecap Management Co. 0.48% Reduce -7.8% 28,902,400 $617.1M
Ameriprise Financial Inc. 0.13% Add +19.1% 23,587,643 $503.9M
Pacer Advisors, Inc. 1.07% Reduce -18.4% 22,340,639 $477.0M
Dimensional Fund Advisors LP 0.09% Reduce -6.3% 17,795,191 $380.0M
Nuveen Asset Management, LLC 0.10% Reduce -10.2% 17,374,783 $371.0M
Morgan Stanley 0.03% Add +16.8% 16,883,826 $360.5M
Invesco Ltd. 0.06% Reduce -6.6% 16,234,428 $346.6M
Northern Trust Corp. 0.05% Add +24.7% 16,184,240 $345.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Reduce -3.1% 15,210,892 $324.8M
Legal & General Group Plc 0.08% Reduce -3.2% 14,495,934 $309.5M
LSV Asset Management 0.70% Reduce -4.3% 14,239,170 $304.0M
Raymond James Financial Inc. 0.11% — 13,721,754 $293.0M
Boston Partners 0.34% Add +19.1% 12,848,336 $276.1M
Slate Path Capital LP 4.90% Add +44.8% 12,689,164 $270.9M
Deutsche Bank AG 0.08% Reduce -17.5% 10,083,806 $215.3M
Charles Schwab Investment Management Inc. 0.04% Add +1.4% 9,744,952 $208.1M
UBS Group AG 0.04% Add +89.8% 9,269,188 $197.9M
Bank of New York Mellon Corp 0.04% Reduce -3.1% 8,872,423 $189.4M
HSBC Holdings PLC 0.12% Reduce -10.0% 8,800,865 $187.9M
AQR Capital Management 0.24% Reduce -27.3% 8,598,787 $183.6M
Goldman Sachs Group Inc. 0.03% Reduce -6.4% 8,443,554 $180.3M
First Trust Advisors LP 0.15% Add +9.4% 7,692,175 $164.2M
Nordea Investment Management AB 0.16% Add +35.1% 7,253,035 $155.1M
Amundi 0.05% Reduce -22.4% 6,727,410 $148.2M
Millennium Management 0.11% Add +28.7% 5,767,518 $123.1M
Aberdeen Group plc 0.23% Reduce -5.8% 5,646,845 $120.2M
Norges Bank 0.02% Add +32.4% 5,576,901 $119.1M
Mizuho Markets Americas LLC 2.11% Add +0.1% 5,146,928 $109.9M
Epoch Investment Partners, Inc. 0.51% Add +24.1% 4,897,034 $104.6M
Marshall Wace, LLP 0.13% Add +26.2% 4,663,146 $99.6M
Man Group plc 0.30% Reduce -16.9% 4,478,263 $95.6M
Prudential Financial Inc. 0.13% Reduce -6.1% 4,441,826 $94.8M
Schroder Investment Management Group 0.09% Add +61.0% 4,387,525 $93.9M
Retirement Systems of Alabama 0.34% Reduce -11.9% 4,305,251 $91.9M
Allianz Asset Management GmbH 0.13% Add +5.4% 4,270,715 $91.2M
AustralianSuper Pty Ltd 0.42% Add +0.1% 4,155,693 $88.7M
BNP Paribas Financial Markets 0.07% Add +20.8% 3,987,447 $85.1M
Point72 Asset Management 0.22% Add +1114.9% 3,756,019 $80.2M
Panagora Asset Management Inc. 0.37% Reduce -16.4% 3,724,570 $79.5M
Swiss National Bank 0.05% Reduce -4.9% 3,668,800 $78.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -8.3% 3,576,347 $76.4M
Worldquant Millennium Advisors LLC 0.46% Add +1382.5% 3,299,615 $70.4M
National Pension Service 0.06% Reduce -1.9% 3,143,070 $67.1M
Barclays PLC 0.03% Reduce -41.5% 3,107,698 $66.3M
Royal Bank of Canada 0.01% Add +28.3% 3,038,506 $64.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.07% Reduce -32.9% 2,889,036 $61.7M
Renaissance Technologies 0.09% Add +330.8% 2,842,600 $60.7M
Freestone Grove Partners LP 0.74% — 2,812,184 $60.0M
Mackenzie Financial Corp. 0.08% Reduce -6.5% 2,746,373 $58.6M
California Public Employees Retirement System 0.04% Reduce -59.5% 2,601,908 $55.6M
D. E. Shaw & Co. 0.06% Add +320.5% 2,545,540 $54.3M
Alliancebernstein L.P. 0.02% Add +21.5% 2,524,735 $53.9M
FMR LLC 0.00% Add +11.8% 2,519,874 $53.8M
Citigroup Inc. 0.05% Reduce -15.9% 2,468,429 $52.7M
LPL Financial LLC 0.02% Add +35.3% 2,466,235 $52.7M
Rhumbline Advisers 0.05% Reduce -2.0% 2,444,062 $52.2M
CANADA LIFE ASSURANCE Co 0.08% Add +8.5% 2,285,342 $48.8M
Victory Capital Management Inc. 0.05% Add +16.6% 2,275,903 $48.6M
DigitalBridge Group, Inc. 3.52% Add +37.3% 2,257,824 $48.2M
Aviva PLC 0.12% Reduce -6.1% 2,205,170 $47.1M
GMO 0.15% Reduce -10.2% 2,180,399 $46.6M
Alyeska Investment Group, L.P. 0.17% New 2,166,889 $46.3M
Russell Investments Group, Ltd. 0.06% Reduce -13.8% 2,154,471 $46.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.2% 2,078,218 $45.3M
California State Teachers Retirement System 0.05% Reduce -3.8% 2,104,832 $44.9M
Connor, Clark & Lunn Investment Management Ltd. 0.20% Add +2.6% 2,068,344 $44.2M
Vontobel Holding Ltd. 0.14% Add +27.6% 1,963,767 $41.9M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -7.0% 1,963,254 $41.9M
Globeflex Capital L P 3.49% Reduce -6.0% 1,928,513 $41.2M
Whale Rock Capital Management 0.48% Reduce -49.1% 1,906,125 $40.7M
Wells Fargo & Company 0.01% Add +15.8% 1,883,264 $40.2M
T. Rowe Price Associates Inc. 0.00% Add +0.9% 1,846,366 $39.4M
Jane Street Group, LLC 0.06% Add +17.9% 1,843,648 $39.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +96.1% 1,838,786 $39.3M
HRT Financial LP 0.19% New 1,738,727 $37.1M
AXA S.A. 0.11% Reduce -17.9% 1,719,116 $36.7M
American Century Companies Inc. 0.02% Add +5.4% 1,700,904 $36.3M
Storebrand Asset Management As 0.11% Reduce -2.4% 1,698,431 $36.3M
TD Asset Management Inc 0.03% Add +8.8% 1,634,597 $34.9M
Ofi Invest Asset Management 0.82% — 1,686,768 $34.8M
Ceredex Value Advisors LLC 0.69% New 1,607,100 $34.3M
Bank of Montreal 0.02% Reduce -50.1% 1,558,928 $33.3M
Principal Financial Group Inc. 0.02% Reduce -0.7% 1,549,548 $33.1M
Credit Agricole S A 0.11% Add +306.1% 1,530,891 $32.7M
KBC Group NV 0.08% Add +76.8% 1,409,152 $30.1M
Woodline Partners LP 0.20% Reduce -8.4% 1,407,093 $30.0M
Balyasny Asset Management L.P. 0.07% Add +5.6% 1,324,021 $28.3M
Robeco Institutional Asset Management B.V. 0.05% Reduce -35.8% 1,318,537 $28.2M
Delta Global Management LP 2.31% New 1,305,257 $27.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.80% Add +0.3% 1,299,276 $27.7M
New York State Teachers Retirement System 0.06% Reduce -3.5% 1,297,967 $27.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% — 1,289,371 $27.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -11.5% 1,288,090 $27.5M
Franklin Resources Inc. 0.01% Add +11.9% 1,265,654 $27.0M
Glenmede Trust Co. NA 0.13% Reduce -11.8% 1,232,940 $26.3M
Sei Investments Co. 0.03% Reduce -18.0% 1,225,711 $26.2M
Intech Investment Management LLC 0.25% Reduce -29.2% 1,197,406 $25.6M
Federated Hermes, Inc. 0.06% Reduce -9.3% 1,193,617 $25.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -7.8% 1,179,541 $25.2M
Caisse de depot et placement du Quebec 0.05% Reduce -61.4% 1,164,837 $24.9M
Natixis Advisors, LLC 0.05% Add +14.7% 1,131,372 $24.2M
Citadel Advisors 0.02% Reduce -90.7% 1,115,270 $23.8M
National Bank of Canada 0.03% Reduce -68.4% 1,108,128 $23.7M
Voya Investment Management LLC 0.03% Add +2.5% 1,049,521 $22.4M
DekaBank Deutsche Girozentrale 0.04% No change 1,032,693 $22.3M
Verition Fund Management LLC 0.12% Add +3.1% 1,040,558 $22.2M
STRS Ohio 0.09% Add +74.1% 1,018,197 $21.7M
Trexquant Investment LP 0.25% Add +18.2% 1,016,055 $21.7M
Korea Investment CORP 0.05% Add +8.3% 1,003,921 $21.4M
Railway Pension Investments Ltd 0.28% Add +513.8% 989,500 $21.1M
Envestnet Asset Management Inc. 0.01% Add +22.4% 970,612 $20.7M
Illinois Municipal Retirement Fund 0.29% Add +3.6% 949,507 $20.3M
Swedbank AB 0.02% Reduce -19.9% 947,730 $20.2M
Nisa Investment Advisors, LLC 0.08% Add +78.8% 909,919 $19.5M
Adage Capital Partners Gp, L.L.C. 0.03% Add +18.4% 888,336 $19.0M
Lansforsakringar Fondforvaltning AB (publ) 0.07% — 866,248 $18.5M
Graham Capital Management, L.P. 0.91% Add +8.0% 865,028 $18.5M
Gabelli Funds LLC 0.14% Add +1.7% 863,589 $18.4M
State of Wisconsin Investment Board 0.05% Reduce -3.7% 851,769 $18.2M
Handelsbanken Fonder AB 0.07% Add +20.8% 842,932 $18.0M
New York State Common Retirement Fund 0.02% Reduce -5.1% 821,358 $17.5M
Teacher Retirement System of Texas 0.06% Reduce -60.5% 820,517 $17.5M
Brandywine Global Investment Management, LLC 0.13% Reduce -7.2% 817,749 $17.5M
Gotham Asset Management 0.16% Add +66.6% 811,545 $17.3M
Pictet Asset Management Holding SA 0.02% Add +10.2% 793,820 $16.9M
Squarepoint Ops LLC 0.04% Add +2162.0% 791,489 $16.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.0% 780,732 $16.7M
Hodges Capital Management Inc. 0.96% Add +46.1% 751,064 $16.0M
Treasurer of the State of North Carolina 0.06% Add +1.2% 749,410 $16.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +10.2% 746,928 $15.9M
Boothbay Fund Management, LLC 0.49% Add +41.3% 723,238 $15.4M
Clifford Swan Investment Counsel LLC 0.55% Reduce -4.6% 721,558 $15.4M
Minneapolis Portfolio Management Group, LLC 2.00% Add +2.4% 711,402 $15.2M
Torray Investment Partners LLC 2.18% Add +285.0% 710,532 $15.2M
Danske Bank A/S 0.05% Add +14.8% 706,799 $15.1M
O'shaughnessy Asset Management, LLC 0.13% Add +34.7% 705,789 $15.1M
Toronto Dominion Bank 0.03% Add +0.9% 695,269 $14.8M
APG Asset Management N.V. 0.04% Reduce -1.4% 717,450 $14.8M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.2% 683,483 $14.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -6.5% 670,869 $14.3M
Susquehanna International Group, LLP 0.02% Add +29.9% 662,135 $14.1M
Andra AP-fonden 0.21% Add +556.3% 624,800 $13.3M
Public Employees Retirement System of Ohio 0.05% Reduce -5.3% 623,009 $13.3M
Forsta Ap-Fonden 0.09% Reduce -2.4% 586,000 $12.5M
Twin Tree Management, LP 0.30% Reduce -6.6% 574,854 $12.3M
Royal London Asset Management Ltd. 0.03% Add +4.1% 572,211 $12.2M
Neuberger Berman Group LLC 0.01% Add +5.2% 570,552 $12.2M
Assenagon Asset Management S.A. 0.02% Add +175.2% 565,012 $12.1M
Penserra Capital Management LLC 0.22% Add +179.1% 558,323 $11.9M
LBP Am SA 0.16% Add +4.2% 547,386 $11.7M
Stifel Financial Corp. 0.01% Add +9.3% 526,679 $11.2M
Ensign Peak Advisors, Inc 0.02% Add +1.2% 517,601 $11.1M
Asset Management One Co., Ltd. 0.04% Add +1.7% 509,534 $11.0M
Jones Road Capital Management, L.P. 10.04% New 510,000 $10.9M
Mn Services Vermogensbeheer B.V. 0.07% Add +1.7% 506,800 $10.8M
Corebridge Financial, Inc. 0.06% Reduce -2.9% 505,952 $10.8M
State of Michigan Retirement System 0.06% Add +0.4% 505,181 $10.8M
GAMCO Investors 0.11% Reduce -1.3% 493,669 $10.5M
Cantor Fitzgerald Investment Advisors L.P. 0.72% Add +1.2% 488,326 $10.4M
Walleye Capital LLC 0.11% Add +714.4% 487,577 $10.4M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.4% 473,000 $10.1M
Swiss Life Asset Management Ltd 0.07% Add +305.1% 464,226 $9.9M
State of Tennessee, Department of Treasury 0.04% Reduce -1.5% 460,243 $9.8M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Reduce -41.7% 453,270 $9.7M
Rafferty Asset Management, LLC 0.03% Add +2.0% 451,670 $9.6M
Tidal Investments LLC 0.08% Add +25.4% 450,351 $9.6M
Truist Financial Corp. 0.01% Add +6.2% 441,600 $9.4M
Bank of Nova Scotia 0.02% Add +2.1% 438,111 $9.4M
Corient Private Wealth LP 0.02% Reduce -11.5% 430,942 $9.2M
Clearline Capital LP 1.21% Reduce -64.3% 428,549 $9.1M
Shelton Capital Management 0.23% Add +46.8% 426,691 $9.1M
KLP Kapitalforvaltning As 0.04% — 420,611 $9.0M
Nomura Asset Management Co. Ltd. 0.03% Add +0.6% 416,960 $8.9M
Ruffer LLP 0.32% New 410,231 $8.8M
Davidson Kempner Capital Management LP 0.23% New 407,999 $8.7M
Achmea Investment Management B.V. 0.14% Reduce -14.4% 404,563 $8.6M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -65.4% 397,438 $8.5M
PNC Financial Services Group, Inc. 0.01% Add +1.6% 396,079 $8.5M
Lazard Asset Management LLC 0.01% Add +53.2% 394,276 $8.4M
Foster & Motley Inc. 0.55% Add +0.8% 393,900 $8.4M
Resona Asset Management Co.,Ltd. 0.05% Reduce -5.6% 390,855 $8.4M
Alerus Financial NA 0.64% Reduce -0.1% 391,597 $8.4M
QRG Capital Management, Inc. 0.09% Add +15.2% 388,304 $8.3M
Arizona State Retirement System 0.05% Add +1.3% 377,201 $8.1M
HighTower Advisors, LLC 0.01% Add +22.8% 368,145 $7.9M
CastleKnight Management LP 0.90% Add +54.4% 362,400 $7.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Reduce -19.7% 358,060 $7.6M
Natixis Investment Managers International 0.58% Reduce -1.4% 348,370 $7.4M
MetLife Investment Management, LLC 0.04% Add +1.7% 343,708 $7.3M
D L Carlson Investment Group Inc. 1.31% Reduce -1.1% 342,995 $7.3M
Parcion Private Wealth LLC 0.55% New 336,367 $7.2M
Quantinno Capital Management LP 0.07% Add +2.3% 329,620 $7.0M
USS Investment Management Ltd 0.05% Add +211.7% 328,251 $7.0M
Steward Partners Investment Advisory, LLC 0.06% Add +39.2% 317,542 $6.8M
IFM Investors Pty Ltd 0.07% Reduce -5.7% 317,256 $6.8M
Sanctuary Advisors, LLC 0.04% Reduce -6.0% 317,539 $6.7M
Cerity Partners LLC 0.01% Add +4.7% 316,540 $6.7M
Mercer Global Advisors Inc. 0.02% Add +11.0% 311,976 $6.7M
Providence Capital Advisors, LLC 1.32% Add +0.8% 305,900 $6.5M
Lonestar Capital Management LLC 5.36% New 300,000 $6.4M
Quinn Opportunity Partners LLC 0.46% Add +172.7% 300,000 $6.4M
UniSuper Management Pty Ltd 0.04% Add +0.6% 292,735 $6.2M
Mariner, LLC 0.01% Add +7.1% 291,260 $6.2M
NorthCoast Asset Management LLC 0.03% Add +4.8% 290,128 $6.2M
Benson Investment Management Company, Inc. 2.57% Reduce -0.7% 289,255 $6.2M
Czech National Bank 0.06% Add +6.3% 281,578 $6.0M
Ieq Capital, LLC 0.06% Add +224.7% 280,685 $6.0M
Rheos Capital Works Inc. 0.33% No change 280,000 $6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -2.4% 276,136 $5.9M
Crawford Investment Counsel Inc. 0.11% Reduce -72.6% 274,854 $5.9M
ARS Investment Partners, LLC 0.53% Add +3.2% 274,683 $5.9M
Federation des caisses Desjardins du Quebec 0.03% Reduce -32.8% 274,285 $5.9M
Convergence Investment Partners, LLC 1.30% Add +24.4% 273,028 $5.8M
State of Alaska, Department of Revenue 0.07% Reduce -27.8% 273,058 $5.8M
Beacon Pointe Advisors, LLC 0.06% Add +14.0% 271,671 $5.8M
GDS Wealth Management 0.53% Add +110.3% 270,821 $5.8M
Commonwealth Equity Services, LLC 0.01% Add +7.0% 269,868 $5.8M
Janney Montgomery Scott LLC 0.02% Add +35.6% 265,534 $5.7M
ProShare Advisors LLC 0.01% Add +10.4% 260,170 $5.6M
DNB Asset Management AS 0.02% Reduce -88.0% 255,563 $5.5M
Macquarie Group Ltd. 0.01% Add +20.9% 304,989 $5.4M
Melqart Asset Management (UK) Ltd 0.73% New 254,500 $5.4M
Crossmark Global Holdings, Inc. 0.10% Reduce -0.2% 254,145 $5.4M
Advisors Asset Management, Inc. 0.10% Add +25.7% 250,699 $5.4M
Alight Capital Management LP 1.80% Add +42.9% 250,000 $5.3M
Amalgamated Bank 0.04% Reduce -2.2% 249,583 $5.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +14.7% 248,646 $5.3M
Ethic Inc. 0.11% Reduce -7.4% 245,358 $5.2M
Point72 Hong Kong Ltd 0.32% Add +102.5% 237,300 $5.1M
Dana Investment Advisors, Inc. 0.16% Reduce -8.2% 233,354 $5.0M
Harbor Island Capital LLC 2.37% No change 231,568 $4.9M
Heritage Trust Co 0.58% — 229,180 $4.9M
CIBC Asset Management Inc 0.02% Add +2.5% 227,021 $4.8M
Madison Asset Management, LLC 0.05% Add +203.9% 225,613 $4.8M
Madison Investment Advisors, LLC 0.05% — 225,613 $4.8M
Vanguard Personalized Indexing Management, LLC 0.07% Add +7.7% 223,726 $4.8M
Creative Planning 0.00% Add +12.8% 222,239 $4.7M
Oliver Luxxe Assets LLC 0.86% No change 231,762 $4.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.49% — 222,000 $4.7M
Caisse Des Depots Et Consignations 0.23% — 217,325 $4.6M
Utah Retirement Systems 0.05% No change 214,481 $4.6M
Maytus Capital Management, LLC 1.57% Add +55.6% 210,000 $4.5M
Comerica Bank 0.02% Reduce -0.6% 208,907 $4.5M
Kendall Capital Management 1.29% Add +5.7% 206,945 $4.4M
General Pension Society PZU Joint Stock Co 1.35% No change 205,500 $4.4M
Cibc World Markets Corp. 0.03% Add +16.2% 204,934 $4.4M
Bessemer Group Inc. 0.01% Add +1.0% 204,363 $4.4M
Point72 Asia (Singapore) Pte. Ltd. 1.15% New 203,403 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +44.4% 203,283 $4.3M
Bayesian Capital Management, LP 0.53% Add +68.8% 202,418 $4.3M
Howard Capital Management, LLC 0.07% Add +1.8% 201,501 $4.3M
Kieckhefer Group LLC 2.55% — 205,200 $4.2M
Great Lakes Advisors, LLC 0.04% Reduce -4.6% 198,133 $4.2M
Xponance LLC 0.04% Add +8.8% 196,074 $4.2M
New York Life Investment Management LLC 0.04% Reduce -0.1% 195,913 $4.2M
US Bancorp \de 0.01% Add +2.2% 192,222 $4.1M
Police & Firemen's Retirement System of New Jersey 0.04% — 188,502 $4.0M
Public Sector Pension Investment Board 0.02% Add +232.2% 187,878 $4.0M
Contrarius Group Holdings Ltd 0.25% — 187,750 $4.0M
Wealth High Governance Capital Ltda 1.43% New 186,634 $4.0M
Janus Henderson Group PLC 0.00% Reduce -7.7% 186,045 $4.0M
Savant Capital, LLC 0.03% Add +4.9% 186,018 $4.0M
Yousif Capital Management, LLC 0.04% Reduce -3.2% 185,575 $4.0M
Meyer Handelman Co. 0.14% Reduce -1.7% 184,064 $3.9M
Bell Bank 0.29% Add +11.3% 183,755 $3.9M
Pitcairn Co. 0.23% Add +81.7% 183,603 $3.9M
Lombard Odier Asset Management (Switzerland) SA 0.29% Add +1.7% 183,557 $3.9M
Richard Bernstein Advisors LLC 0.09% No change 181,587 $3.9M
Daiwa Securities Group Inc. 0.02% Add +7.8% 177,526 $3.8M
Lombard Odier Asset Management (Europe) Ltd 0.25% No change 173,038 $3.7M
Cibc World Market Inc. 0.01% Reduce -2.2% 170,003 $3.6M
Osaic Holdings, Inc. 0.01% Add +20.2% 169,613 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +0.7% 165,195 $3.6M
ING Groep NV 0.02% Reduce -47.3% 165,867 $3.5M
Point72 (DIFC) Ltd 0.32% New 164,530 $3.5M
UG Investment Advisers Ltd. 1.37% No change 164,163 $3.5M
Cwm, LLC 0.01% Add +7.3% 163,200 $3.5M
Pathstone Holdings, LLC 0.02% Add +1.7% 160,722 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -24.5% 160,333 $3.4M
Alaska Permanent Fund Corp 0.05% No change 159,573 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -14.3% 155,555 $3.3M
Cetera Investment Advisers 0.01% Reduce -8.2% 155,454 $3.3M
Lighthouse Investment Partners, LLC 0.13% Reduce -67.0% 153,380 $3.3M
Game Creek Capital, LP 1.77% Add +55.4% 151,500 $3.2M
Wellington Management Group LLP 0.00% Reduce -46.7% 149,127 $3.2M
Catherine Avery Investment Management LLC 2.79% — 147,793 $3.2M
Stoneridge Investment Partners LLC 1.12% Reduce -29.7% 146,447 $3.1M
Argyle Capital Management, LLC 1.21% Add +1.8% 144,173 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +11.5% 142,835 $3.0M
Radnor Capital Management, LLC 0.51% Reduce -2.7% 141,904 $3.0M
Caprock Group, LLC 0.10% Add +40.5% 140,129 $3.0M
One68 Global Capital, LLC 1.61% — 140,696 $3.0M
M&T Bank Corp 0.01% Add +0.5% 140,343 $3.0M
Lifeworks Advisors, LLC 0.54% Add +23.8% 139,550 $3.0M
Transform Wealth, LLC 0.16% Reduce -2.5% 137,245 $2.9M
Hourglass Capital, LLC 0.81% Add +0.5% 137,480 $2.9M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -35.6% 136,968 $2.9M
Natixis 0.02% Reduce -19.7% 136,339 $2.9M
Bryn Mawr Trust Advisors, LLC 0.16% Reduce -5.0% 136,131 $2.9M
NewEdge Wealth, LLC 0.05% Add +9.9% 135,858 $2.9M
Dodge & Cox 0.00% Reduce -29.3% 135,675 $2.9M
Rodgers Brothers Inc. 0.37% Reduce -2.9% 132,300 $2.8M
Erste Asset Management GmbH 0.03% Add +0.4% 129,965 $2.8M
Maxi Investments CY Ltd 0.54% New 130,615 $2.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.9% 130,163 $2.8M
Vident Advisory, LLC 0.05% Add +1.3% 129,933 $2.8M
Waterfront Wealth Inc. 0.67% Add +0.4% 129,698 $2.8M
Elo Mutual Pension Insurance Co 0.06% Reduce -4.2% 129,605 $2.8M
Centiva Capital, LP 0.10% Add +480.2% 128,291 $2.7M
iA Global Asset Management Inc. 0.05% Reduce -25.0% 127,963 $2.7M
Rockefeller Capital Management L.P. 0.01% Add +2.8% 128,064 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +28.7% 125,197 $2.7M
Cozad Asset Management Inc. 0.25% Add +2.8% 125,125 $2.7M
Kestra Advisory Services, LLC 0.01% Add +41.5% 124,998 $2.7M
MML Investors Services, LLC 0.01% Add +5.0% 124,536 $2.7M
Sterling Capital Management LLC 0.04% Add +149.5% 124,045 $2.6M
Mizuho Securities USA LLC 0.05% Add +46.0% 123,084 $2.6M
OMERS ADMINISTRATION Corp 0.02% Reduce -24.1% 121,532 $2.6M
Harvey Capital Management Inc. 0.61% New 120,780 $2.6M
Avanza Fonder AB 0.08% — 120,494 $2.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -97.0% 119,989 $2.6M
Kintegral Advisory, LLC 0.24% Reduce -4.5% 116,524 $2.5M
Captrust Financial Advisors 0.01% Add +23.6% 115,824 $2.5M
Black Swift Group, LLC 0.52% Add +92.1% 115,250 $2.5M
Prudential PLC 0.01% Reduce -32.8% 114,771 $2.5M
Tower Research Capital LLC (TRC) 0.05% Add +175.7% 114,059 $2.4M
NewEdge Advisors, LLC 0.01% Add +3.8% 186,644 $2.4M
BW Gestao de Investimentos Ltda. 0.11% Add +235.4% 113,366 $2.4M
Commerzbank Aktiengesellschaft 0.06% Add +19.4% 112,038 $2.4M
Oregon Public Employees Retirement Fund 0.04% Add +0.0% 111,307 $2.4M
First Nebraska Trust Co 0.23% Add +0.2% 109,703 $2.3M
Linden Thomas Advisory Services, LLC 0.29% Add +0.0% 107,247 $2.3M
Barnett & Company, Inc. 1.49% Add +29.2% 106,858 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +6.0% 106,662 $2.3M
Lakewood Asset Management LLC 1.54% Add +0.4% 104,990 $2.2M
1832 Asset Management L.P. 0.00% Reduce -23.3% 104,871 $2.2M
CenterBook Partners LP 0.13% Reduce -1.0% 104,444 $2.2M
AlphaStar Capital Management, LLC 0.23% Add +10.9% 104,215 $2.2M
Towne Trust Company, N.A 0.78% Add +0.4% 103,480 $2.2M
Ingalls & Snyder LLC 0.09% Add +16.1% 103,029 $2.2M
Daiichi Life Insurance Co., Ltd. 0.06% No change 102,963 $2.2M
Tredje AP-fonden 0.02% Reduce -50.0% 102,167 $2.2M
Vinva Investment Management Ltd 0.08% Reduce -68.2% 101,916 $2.2M
Investment Management Corp of Ontario 0.07% Reduce -9.7% 101,926 $2.2M
Clearbridge Investments, LLC 0.00% New 101,463 $2.2M
Gulf International Bank (UK) Ltd 0.05% Reduce -1.0% 100,981 $2.2M
Focus Partners Wealth 0.01% Add +2.8% 96,858 $2.1M
Candriam S.C.A. 0.01% Add +4.1% 96,648 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -1.0% 96,205 $2.1M
Zurich Insurance Group Ltd 0.02% No change 95,000 $2.0M
Leonteq Securities AG 0.20% Add +80.9% 94,042 $2.0M
CHICAGO TRUST Co NA 0.37% Add +1.9% 92,526 $2.0M
Milestone Asset Management, LLC 0.44% Add +35.5% 92,369 $2.0M
Williams Jones Wealth Management, LLC. 0.02% Add +0.0% 90,957 $1.9M
Van Eck Associates Corp. 0.00% Reduce -1.1% 90,769 $1.9M
HB Wealth Management, LLC 0.02% Add +1.7% 89,560 $1.9M
Maverick Capital 0.03% Add +109.0% 89,544 $1.9M
Guggenheim Capital LLC 0.02% Reduce -22.5% 89,371 $1.9M
Kentucky Retirement Systems 0.06% Reduce -1.4% 89,312 $1.9M
CX Institutional 0.08% Add +2.5% 88,737 $1.9M
Fifth Third Bancorp 0.01% Add +6.7% 88,226 $1.9M
Midwest Professional Planners, LTD. 0.56% Add +18.5% 88,057 $1.9M
Walleye Trading LLC 0.04% Add +21.4% 86,979 $1.9M
Knights of Columbus Asset Advisors LLC 0.12% Add +42.1% 86,493 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -22.7% 85,556 $1.8M
Two Sigma Investments, LP 0.00% Reduce -90.9% 84,400 $1.8M
PDT Partners, LLC 0.16% Reduce -24.8% 84,094 $1.8M
Shell Asset Management Co. 0.08% Reduce -0.9% 83,935 $1.8M
Needham Investment Management LLC 0.14% Add +2.5% 82,500 $1.8M
Concurrent Investment Advisors, LLC 0.05% Add +6.2% 81,472 $1.7M
Ritholtz Wealth Management 0.05% Add +20.1% 80,974 $1.7M
CSS LLC 0.32% Add +1.3% 80,874 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Reduce -16.2% 79,946 $1.7M
Hartford Investment Management Co. 0.06% Reduce -2.4% 80,305 $1.7M
J. Safra Sarasin Holding AG 0.03% Reduce -10.1% 77,771 $1.7M
NEOS Investment Management LLC 0.04% Add +31.6% 77,707 $1.7M
Los Angeles Capital Management LLC 0.01% Add +145.1% 77,042 $1.6M
Metis Global Partners, LLC 0.05% Reduce -6.1% 76,306 $1.6M
Canada Pension Plan Investment Board 0.00% Add +1.5% 76,144 $1.6M
Greenwich Wealth Management LLC 0.11% Add +0.3% 75,605 $1.6M
Bryce Point Capital, LLC 0.46% — 73,876 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -62.8% 72,994 $1.6M
Lido Advisors, LLC 0.01% Add +1.0% 71,024 $1.5M
Fieldview Capital Management, LLC 0.23% — 70,876 $1.5M
Hilltop Holdings Inc. 0.10% Reduce -15.6% 70,714 $1.5M
Two Sigma Advisers, LP 0.00% Reduce -64.1% 70,300 $1.5M
Assetmark, Inc. 0.00% Add +3.9% 70,215 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -4.5% 69,900 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -2.9% 69,797 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -6.5% 69,280 $1.5M
Blair William & Co. 0.00% Add +20.2% 69,097 $1.5M
Alps Advisors Inc. 0.01% Add +3.6% 68,950 $1.5M
Aster Capital Management (DIFC) Ltd 0.56% New 68,490 $1.5M
Qsemble Capital Management, LP 0.19% New 68,247 $1.5M
Ostrum Asset Management 0.13% Reduce -1.1% 67,615 $1.4M
Legacy Bridge, LLC 0.75% Add +0.1% 67,030 $1.4M
Westpac Banking Corp. 0.09% Add +85.4% 67,000 $1.4M
Polianta Ltd 0.68% No change 67,000 $1.4M
Ballentine Partners, LLC 0.02% Add +1.4% 65,918 $1.4M
Mission Wealth Management, LP 0.03% Add +2.5% 65,402 $1.4M
Atlas Capital Advisors Inc. 0.18% Reduce -0.1% 65,025 $1.4M
&partners 0.02% Add +122.7% 63,219 $1.4M
Wolverine Trading, LLC 0.03% Reduce -66.9% 63,740 $1.4M
Westside Investment Management, Inc. 0.28% Add +0.8% 62,523 $1.3M
Bosman Wealth Management, LLC 1.28% — 62,233 $1.3M
New Mexico Educational Retirement Board 0.04% Reduce -2.5% 62,008 $1.3M
TD Private Client Wealth LLC 0.04% Add +27.5% 61,625 $1.3M
Raiffeisen Bank International AG 0.02% — 59,773 $1.3M
SRN Advisors, LLC 1.14% Add +54.1% 59,801 $1.3M
M&G PLC 0.01% No change 60,549 $1.3M
Long Run Wealth Advisors, LLC 0.30% Reduce -11.4% 59,532 $1.3M
HighVista Strategies LLC 0.47% Reduce -33.8% 58,900 $1.3M
Private Advisor Group, LLC 0.01% Reduce -12.0% 58,701 $1.3M
Generali Asset Management SPA SGR 0.03% — 58,272 $1.2M
AIA Group Ltd 0.03% Reduce -4.9% 58,260 $1.2M
Ridgewood Investments LLC 0.60% Add +0.9% 57,998 $1.2M
Parallax Volatility Advisers, L.P. 0.03% Add +113.1% 57,812 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Add +34.3% 57,274 $1.2M
Commerce Bank 0.01% Add +0.6% 57,131 $1.2M
Bonness Enterprises Inc. 0.43% No change 57,100 $1.2M
Norinchukin Bank, The 0.03% Add +7.7% 56,590 $1.2M
XTX Topco Ltd 0.10% New 56,588 $1.2M
ExodusPoint Capital Management, LP 0.01% Reduce -26.0% 55,526 $1.2M
Wealthfront Advisers LLC 0.00% Add +20.9% 55,128 $1.2M
Fortem Financial Group, LLC 0.45% Add +0.6% 54,987 $1.2M
E. Ohman J:or Asset Management AB 0.03% Reduce -7.3% 54,552 $1.2M
Aviso Financial Inc. 0.06% Add +0.9% 54,060 $1.2M
WealthShield Partners, LLC 0.16% New 53,217 $1.1M
Global Retirement Partners, LLC 0.03% Add +33.3% 52,893 $1.1M
Cherry Creek Investment Advisors, Inc. 0.54% Reduce -3.3% 51,563 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% Add +1.5% 50,875 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.23% Add +27.7% 50,691 $1.1M
Freedom Investment Management, Inc. 0.09% Reduce -12.4% 50,652 $1.1M
AE Wealth Management LLC 0.01% Add +10.4% 50,370 $1.1M
180 Wealth Advisors, LLC 0.17% Reduce -2.3% 50,106 $1.1M
Mosaic Family Wealth Partners, LLC 0.15% No change 50,000 $1.1M
Allworth Financial LP 0.01% Add +18.1% 43,620 $1.1M
Pallas Capital Advisors LLC 0.05% Add +2.6% 49,862 $1.1M
Lee Danner & Bass Inc. 0.08% No change 48,584 $1.0M
Eagle Harbor Asset Management Inc. 1.04% Add +0.2% 48,467 $1.0M
Avantax Advisory Services, Inc. 0.01% Add +4.4% 48,129 $1.0M
Cowa, LLC 0.50% Add +332.8% 47,609 $1.0M
Argentarii, LLC 0.51% — 47,600 $1.0M
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -2.7% 47,499 $1.0M
Peapack Gladstone Financial Corp. 0.01% Reduce -5.8% 47,487 $1.0M
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -0.6% 46,890 $1.0M
Tang Capital Management LLC 0.07% New 46,391 $990K
HAP Trading, LLC 0.33% Add +23.1% 46,082 $984K
Affinity Investment Advisors, LLC 0.82% New 46,030 $983K
Nomura Holdings Inc. 0.01% Reduce -22.9% 45,853 $979K
Guidance Capital, Inc. 0.30% Reduce -27.3% 40,130 $978K
Capital Investment Counsel, Inc 0.15% Add +9.9% 45,369 $969K
Plato Investment Management Ltd 0.07% Add +3.4% 45,055 $965K
Perigon Wealth Management, LLC 0.02% Add +4.3% 40,793 $955K
Jackson Square Capital, LLC 0.23% Add +7.9% 44,715 $955K
Impax Asset Management Group plc 0.00% Reduce -1.2% 44,586 $952K
Empirical Finance, LLC 0.05% Reduce -1.3% 43,951 $938K
Athena Investment Management 0.54% No change 43,432 $927K
West Tower Group, LLC 2.05% Reduce -14.3% 43,400 $927K
Bleakley Financial Group, LLC 0.03% Add +1.8% 41,356 $883K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 41,234 $880K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +7.0% 40,889 $873K
Brevan Howard Capital Management LP 0.02% New 40,790 $871K
Praxis Investment Management Inc. 0.06% Reduce -13.0% 40,630 $867K
Groupe la Francaise 0.02% — 40,000 $860K
Oppenheimer & Co. Inc. 0.01% Add +9.3% 40,114 $856K
DGS Capital Management, LLC 0.21% Reduce -4.1% 39,104 $835K
APG Asset Management US Inc. 0.01% No change 38,965 $832K
Wbi Investments, LLC 0.21% Add +64.1% 38,821 $829K
Allstate Corp. 0.02% New 38,651 $825K
CIBC Private Wealth Group LLC 0.00% Add +5.3% 37,324 $822K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.2% 38,408 $820K
Sigma Planning Corp 0.03% Add +2.6% 38,083 $813K
Keybank National Association 0.00% Add +4.5% 37,552 $802K
Hennion & Walsh Asset Management, Inc. 0.04% New 37,491 $800K
Mutual Advisors, LLC 0.02% Reduce -21.4% 34,072 $798K
Bailard, Inc. 0.02% Add +3.3% 37,293 $796K
Secured Retirement Advisors, LLC 0.45% New 36,917 $788K
Regions Financial Corp. 0.01% Reduce -6.0% 36,654 $783K
Graypoint LLC 0.05% Add +2.6% 36,295 $775K
Kesler, Norman & Wride, LLC 0.17% Add +71.3% 36,183 $772K
Lebenthal Global Advisors, LLC 0.14% Add +83.7% 36,096 $771K
Empowered Funds, LLC 0.01% Reduce -93.0% 35,904 $767K
EP Wealth Advisors, LLC 0.01% Add +3.1% 35,739 $763K
Cornerstone Select Advisors, LLC 0.73% — 35,715 $763K
One Wealth Advisors, LLC 0.11% Add +32.4% 35,671 $762K
Dark Forest Capital Management LP 0.11% Add +212.8% 35,356 $755K
Longfellow Investment Management Co. LLC 0.19% Reduce -6.1% 35,344 $755K
Park Avenue Securities LLC 0.01% Add +15.7% 35,258 $753K
Legacy Capital Group California, Inc. 0.23% Reduce -0.9% 34,824 $743K
SG Americas Securities, LLC 0.00% Reduce -64.5% 34,707 $741K
Horizon Investments, LLC 0.02% Add +2.7% 34,244 $731K
Twin Capital Management Inc. 0.08% Add +7.4% 33,003 $705K
Dynasty Wealth Management, LLC 0.01% Add +62.4% 32,982 $704K
Quartz Partners, LLC 0.42% Add +4.0% 32,478 $693K
Fiduciary Trust Co 0.01% Add +1.1% 32,397 $692K
Parallel Advisors, LLC 0.02% Reduce -6.8% 32,311 $690K
Walled Lake Planning & Wealth Management, LLC 0.26% Add +5.6% 32,260 $689K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.02% Reduce -90.0% 32,068 $686K
Integrated Wealth Concepts LLC 0.01% Add +3.1% 32,028 $684K
Modern Wealth Management, LLC 0.03% New 31,575 $674K
Impact Partnership Wealth, LLC 0.14% Reduce -47.7% 31,520 $673K
Level Four Advisory Services, LLC 0.03% Add +13.2% 31,438 $671K
Aquatic Capital Management LLC 0.02% New 31,423 $671K
V-Square Quantitative Management LLC 0.09% Reduce -9.6% 31,224 $667K
Fortitude Advisory Group L.L.C. 0.40% No change 31,089 $664K
Van Hulzen Asset Management, LLC 0.05% New 30,961 $661K
United Services Automobile Association 0.02% No change 30,885 $659K
First Dallas Securities Inc. 0.27% Add +119.6% 30,759 $657K
Farther Finance Advisors, LLC 0.02% Reduce -14.7% 30,738 $656K
United Capital Financial Advisors, LLC 0.01% Reduce -15.2% 30,701 $655K
First Hawaiian Bank 0.02% Add +16.2% 30,611 $654K
WESPAC Advisors, LLC 0.48% Reduce -1.5% 30,557 $652K
Jaffetilchin Investment Partners, LLC 0.05% Add +333.2% 30,462 $650K
Applied Finance Capital Management, LLC 0.03% Reduce -5.4% 30,387 $649K
Apollon Wealth Management, LLC 0.01% Add +16.8% 30,196 $645K
Moloney Securities Asset Management, LLC 0.09% Reduce -28.5% 30,091 $642K
Cacti Asset Management LLC 0.05% No change 30,000 $642K
Bank of Stockton 0.19% No change 30,000 $641K
NJ State Employees Deferred Compensation Plan 0.08% No change 30,000 $641K
Atria Wealth Solutions, Inc. 0.01% Reduce -9.4% 29,896 $640K
Cypress Capital Group 0.08% Reduce -23.1% 29,603 $632K
Schonfeld Strategic Advisors LLC 0.00% Reduce -69.6% 29,257 $625K
Piedmont Capital Management, LLC 0.38% No change 29,000 $623K
USA Financial Formulas 0.10% New 28,883 $617K
Fourpath Capital Management, LLC 0.11% No change 28,666 $612K
SOL Capital Management CO 0.07% Reduce -2.6% 28,392 $606K
Investors Asset Management of Georgia Inc. /Ga/ 0.30% Reduce -2.4% 28,344 $605K
Signaturefd, LLC 0.01% Add +2.4% 27,985 $597K
Pinebridge Investments, L.P. 0.00% Reduce -97.2% 27,795 $593K
World Investment Advisors 0.02% New 27,785 $593K
Sage Advisors, LLC 0.44% Add +0.6% 27,725 $592K
Pines Wealth Management, LLC 0.25% — 26,275 $580K
Abacus Planning Group, Inc. 0.10% Add +2.3% 27,165 $580K
Vest Financial, LLC 0.01% Add +25.5% 26,951 $575K
Zuckerman Investment Group, LLC 0.06% Add +27.3% 28,000 $573K
Ascent Group, LLC 0.04% Add +49.2% 26,734 $571K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.1% 26,572 $567K
Mirova 0.10% New 26,459 $565K
Caption Management, LLC 0.02% Reduce -64.8% 26,388 $563K
DAVENPORT & Co LLC 0.00% New 26,297 $561K
Greenleaf Trust 0.01% Reduce -4.3% 26,257 $561K
KLCM Advisors, Inc. 0.07% Add +0.4% 26,242 $560K
Cohen Klingenstein LLC 0.02% No change 26,200 $559K
E Fund Management Co., Ltd. 0.03% Add +36.3% 26,144 $558K
Sanders Morris Harris LLC 0.08% No change 26,000 $555K
Veracity Capital LLC 0.20% Reduce -0.3% 25,945 $554K
Quadrature Capital Ltd 0.01% Reduce -77.8% 25,944 $554K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -14.8% 25,933 $554K
44 Wealth Management LLC 0.21% Reduce -5.2% 25,908 $553K
Phoenix Financial Ltd. 0.01% Reduce -9.4% 25,773 $550K
Advisory Services Network, LLC 0.01% Add +34.9% 25,688 $548K
Grassi Investment Management 0.05% No change 25,600 $547K
Vestcor Inc 0.02% Reduce -0.1% 25,526 $545K
Kathmere Capital Management, LLC 0.05% Add +87.2% 25,483 $544K
Envestnet Portfolio Solutions, Inc. 0.00% Add +35.4% 25,342 $541K
Capstone Investment Advisors, LLC 0.01% Add +58.0% 25,280 $540K
SVB Wealth LLC 0.01% New 25,098 $536K
Sequoia Financial Advisors, LLC 0.01% Add +24.5% 24,988 $533K
Benin Management CORP 0.15% New 24,928 $532K
Atria Investments, Inc 0.01% Add +24.4% 24,843 $530K
Wilmington Savings Fund Society, FSB 0.01% Add +0.2% 24,829 $530K
Smartleaf Asset Management LLC 0.05% Add +5.5% 24,745 $530K
Argonautica Private Wealth Management, Inc. 0.17% Reduce -0.9% 24,583 $525K
Prospera Financial Services Inc 0.01% New 24,309 $519K
Montgomery Investment Management Inc. 0.20% No change 24,250 $518K
Wakefield Asset Management LLLP 0.17% New 24,208 $517K
Regal Investment Advisors LLC 0.04% Add +27.4% 24,186 $516K
Coldstream Capital Management Inc. 0.01% Add +5.6% 24,073 $514K
Smithfield Trust Co 0.03% No change 23,979 $513K
American Alpha Advisors, LLC 0.46% Reduce -6.3% 23,865 $510K
Teewinot Capital Advisers, L.L.C. 0.05% No change 23,802 $508K
Werba Rubin Papier Wealth Management 0.12% Add +0.6% 23,717 $506K
Forum Financial Management, LP 0.01% Add +2.2% 23,639 $505K
Merit Financial Group, LLC 0.01% New 23,621 $504K
Three Seasons Wealth, LLC 0.25% New 23,421 $503K
Beverly Hills Private Wealth, LLC 0.10% Add +39.5% 23,408 $500K
Penn Mutual Asset Management 1.28% No change 23,200 $495K
Frank, Rimerman Advisors LLC 0.04% Add +50.7% 23,161 $494K
Synovus Financial Corp. 0.01% Reduce -2.9% 23,059 $492K
Profund Advisors LLC 0.02% Reduce -20.4% 23,034 $492K
Phillips Wealth Planners LLC 0.49% Add +43.2% 22,266 $492K
Old Port Advisors 0.14% Reduce -5.7% 22,985 $491K
West Michigan Advisors, LLC 0.15% Add +38.8% 22,401 $481K
Elevation Wealth Partners, LLC 0.20% No change 22,494 $480K
Brown Advisory Inc. 0.00% Reduce -15.4% 22,386 $478K
Evergreen Capital Management LLC 0.02% Reduce -3.1% 22,226 $477K
Carret Asset Management, LLC 0.05% No change 22,350 $477K
Wealth Advisors Northwest LLC 0.32% — 22,217 $474K
Canada Post Corp Registered Pension Plan 0.03% — 21,900 $468K
Whittier Trust Co. 0.01% Reduce -8.8% 21,762 $464K
Mma Asset Management LLC 0.20% Reduce -43.3% 21,689 $463K
SBI Securities Co., Ltd. 0.01% — 21,566 $460K
CFC Planning Co LLC 0.49% — 21,525 $460K
Cidel Asset Management Inc. 0.03% Reduce -6.0% 21,465 $458K
Choreo, LLC 0.01% Reduce -18.4% 21,139 $452K
Silvercrest Asset Management Group LLC 0.00% No change 21,182 $452K
Townsquare Capital LLC 0.01% Add +5.2% 20,800 $444K
Neville Rodie & Shaw Inc. 0.03% Add +23.8% 20,776 $444K
Checchi Capital Advisers, LLC 0.03% Reduce -1.4% 20,740 $443K
MIdWestOne Financial Group, Inc. 0.06% Reduce -3.8% 20,679 $441K
City Center Advisors, LLC 0.49% Reduce -11.2% 20,411 $436K
SPC Financial, Inc. 0.04% Add +0.4% 20,291 $433K
Independent Financial Group, LLC 0.01% Reduce -1.5% 20,264 $433K
Kessler Investment Group, LLC 0.20% Add +8.9% 20,225 $432K
Rathbones Group PLC 0.00% Reduce -9.1% 20,217 $432K
Abn Amro Investment Solutions 0.01% Add +0.3% 20,039 $428K
Supplemental Annuity Collective Trust of NJ 0.13% No change 20,000 $427K
RBF Capital, LLC 0.02% Reduce -33.3% 20,000 $427K
Paradigm Capital Management Inc. 0.02% No change 20,000 $427K
Welch & Forbes LLC 0.01% Reduce -7.0% 19,971 $426K
Avestar Capital, LLC 0.04% Add +39.6% 19,940 $426K
Mgo One Seven LLC 0.02% New 19,864 $424K
Baird Financial Group, Inc. 0.00% Add +58.8% 19,604 $419K
Brookstone Capital Management 0.01% Add +16.3% 19,414 $414K
Flputnam Investment Management Co. 0.01% Reduce -1.4% 19,287 $412K
Ellevest, Inc. 0.02% Add +7.4% 19,273 $411K
Western Wealth Management, LLC 0.02% Reduce -2.7% 19,247 $411K
Wendell David Associates Inc. 0.04% No change 19,200 $410K
Mufg Securities Americas Inc. 0.05% — 19,170 $409K
Canandaigua National Trust Co of Florida 0.31% No change 18,812 $402K
William B. Walkup & Associates, Inc. 0.25% No change 18,695 $399K
Chesley Taft & Associates LLC 0.02% New 18,272 $390K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.29% No change 18,250 $390K
TCW Group Inc. 0.00% Add +2.5% 18,231 $389K
Brooklyn Investment Group 0.12% Reduce -0.2% 18,155 $388K
GTS Securities LLC 0.02% Reduce -94.3% 18,067 $386K
Meeder Advisory Services, Inc. 0.02% Reduce -7.0% 17,822 $380K
Premier Path Wealth Partners, LLC 0.06% Reduce -1.9% 17,798 $380K
Geller Advisors LLC 0.02% Add +0.7% 17,550 $377K
Dumont & Blake Investment Advisors LLC 0.10% No change 17,519 $374K
Huntington National Bank 0.00% Add +3.1% 17,463 $373K
Summit Trail Advisors, LLC 0.01% Reduce -11.8% 17,244 $371K
Paragon Capital Management Ltd 0.07% Reduce -1.6% 17,389 $371K
First National Trust Co 0.01% Reduce -52.7% 17,383 $371K
Alteri Wealth LLC 0.10% — 17,370 $371K
Engineers Gate Manager LP 0.01% Reduce -57.6% 17,315 $370K
Prime Capital Investment Advisors, LLC 0.01% Add +0.8% 17,249 $368K
Meridian Investment Counsel Inc. 0.11% Add +3.6% 17,232 $368K
Zacks Investment Management 0.00% Add +16.5% 17,211 $367K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.2% 17,196 $367K
Elevation Point Wealth Partners, LLC 0.03% Add +17.1% 17,186 $367K
MAI Capital Management 0.00% Add +13.4% 17,176 $367K
Tocqueville Asset Management L.P. 0.01% Add +51.5% 17,116 $365K
HighPoint Advisor Group LLC 0.02% Add +16.4% 17,241 $365K
Oxford Asset Management LLP 0.17% New 16,944 $362K
Qtron Investments LLC 0.05% No change 16,817 $359K
Sagespring Wealth Partners, LLC 0.01% — 16,764 $358K
Marcum Wealth, LLC 0.03% Add +19.1% 16,469 $352K
Bradley Foster & Sargent Inc. 0.01% Add +2.1% 16,438 $351K
International Assets Investment Management, LLC 0.03% Reduce -81.9% 16,200 $348K
Turning Point Benefit Group, Inc. 0.33% — 15,794 $347K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 16,253 $347K
Silver Coast Investments LLC 0.13% Add +23.5% 16,241 $347K
Inlet Private Wealth, LLC 0.09% Reduce -21.3% 16,205 $346K
Vise Technologies, Inc. 0.03% Add +46.3% 15,935 $340K
Schechter Investment Advisors, LLC 0.03% Add +14.0% 15,889 $339K
GAMMA Investing LLC 0.03% Add +57.2% 15,521 $331K
Tiaa Trust, National Association 0.00% Add +5.2% 15,423 $329K
Centaurus Financial, Inc. 0.02% Add +103.3% 15,391 $329K
Van Strum & Towne Inc. 0.12% Add +2.7% 15,325 $327K
Harbor Capital Advisors, Inc. 0.01% Add +2.5% 15,242 $325K
Farringdon Capital, Ltd. 0.13% — 15,208 $325K
Citizens Financial Group Inc. 0.01% Add +32.1% 15,152 $323K
First National Bank & Trust Co. of Newtown 0.07% Reduce -8.1% 15,090 $322K
Independent Advisor Alliance 0.00% New 15,033 $321K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 15,000 $320K
RHS Financial, LLC 0.17% No change 14,987 $320K
Institute for Wealth Management, LLC. 0.04% Add +19.4% 14,956 $319K
Blue Trust, Inc. 0.00% Reduce -16.6% 14,942 $319K
Humankind Investments LLC 0.08% Reduce -7.0% 14,905 $318K
Gries Financial LLC 0.06% Add +14.2% 14,903 $318K
Trust Asset Management LLC 0.02% No change 14,896 $318K
Ariadne Wealth Management, LP 0.14% Add +20.4% 14,770 $317K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -12.0% 14,643 $315K
Quadrant Capital Group LLC 0.02% Add +1.2% 14,433 $308K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Reduce -96.8% 14,366 $307K
Jump Financial, LLC 0.01% New 14,209 $303K
Integrated Quantitative Investments LLC 0.15% — 14,200 $303K
Compound Planning, Inc. 0.02% Add +9.9% 14,192 $303K
Private Trust Co. NA 0.03% Add +30.1% 14,068 $300K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 13,990 $300K
Siemens Fonds Invest GmbH 0.03% No change 14,021 $300K
PFG Investments, LLC 0.02% Add +2.2% 14,001 $299K
Cutter & CO Brokerage, Inc. 0.07% Add +0.3% 13,963 $298K
Clarius Group, LLC 0.02% Reduce -1.6% 13,898 $297K
Advus Financial Partners, LLC 0.08% New 13,897 $297K
Lyell Wealth Management, LP 0.03% Reduce -2.2% 13,599 $290K
True Link Financial Advisors, LLC 0.02% Add +4.3% 13,546 $289K
Fulton Bank, N.A. 0.01% Add +27.7% 13,501 $288K
Aptus Capital Advisors, LLC 0.00% New 13,347 $286K
Essex Financial Services, Inc. 0.02% Add +3.6% 13,396 $286K
Waverly Advisors, LLC 0.00% New 13,169 $281K
Cigna Investments Inc. 0.05% Reduce -1.7% 13,136 $281K
Nixon Peabody Trust Co. 0.02% Add +2.7% 13,092 $280K
Sound Income Strategies, LLC 0.02% Add +17.4% 13,051 $279K
PDS Planning, Inc 0.02% Reduce -0.3% 13,048 $279K
Princeton Capital Management LLC 0.09% Reduce -3.0% 13,009 $278K
Westbourne Investments, Inc. 0.16% — 13,000 $278K
Severin Investments, LLC 0.28% — 12,977 $277K
Kingswood Wealth Advisors, LLC 0.02% New 12,951 $277K
Smith Shellnut Wilson LLC 0.12% No change 12,924 $276K
Avantax Planning Partners, Inc. 0.01% Add +6.2% 12,858 $275K
Burke & Herbert Bank & Trust Co. 0.07% Reduce -0.3% 12,841 $274K
Peninsula Wealth, LLC 0.05% Add +1.2% 12,705 $271K
Wulff, Hansen & Co. 0.26% No change 12,666 $270K
Dakota Wealth Management 0.01% Add +8.0% 12,646 $270K
Orion Porfolio Solutions, LLC 0.00% Reduce -91.3% 12,634 $270K
Orion Portfolio Solutions, LLC 0.00% Reduce -91.3% 12,634 $270K
Lake Street Private Wealth, LLC 0.04% Add +7.8% 12,547 $268K
Clear Creek Financial Management, LLC 0.03% Add +0.5% 12,507 $267K
Summit Securities Group LLC 0.10% Reduce -16.7% 12,500 $267K
Auxier Asset Management LLC 0.04% Reduce -7.1% 12,407 $265K
Claro Advisors Inc. 0.04% Reduce -21.9% 12,369 $264K
Holistic Financial Partners 0.13% New 12,363 $264K
Everstar Asset Management, LLC 0.19% New 12,324 $263K
Baader Bank Aktiengesellschaft 0.02% Reduce -8.9% 12,299 $263K
GeoWealth Management, LLC 0.01% Add +52.4% 12,294 $262K
Principal Securities, Inc. 0.01% Add +32.9% 12,162 $260K
Sunflower Bank, N.A. 0.07% Add +17.0% 12,038 $257K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +13.9% 12,028 $257K
First Horizon Advisors, Inc. 0.01% Reduce -2.5% 11,970 $256K
Doliver Advisors, LP 0.07% Reduce -0.4% 11,950 $255K
Essential Planning, LLC. 0.00% New 11,960 $252K
Earned Wealth Advisors, LLC 0.08% Add +43.8% 11,776 $251K
Stratos Wealth Partners, LTD. 0.00% Reduce -7.6% 11,699 $250K
Jefferies Financial Group Inc. 0.00% New 11,643 $249K
Exchange Traded Concepts, LLC 0.01% Reduce -9.3% 11,642 $249K
Freestone Capital Holdings, LLC 0.01% Reduce -0.7% 11,616 $248K
Bridgewater Associates 0.00% Reduce -63.5% 11,509 $246K
Aaron Wealth Advisors LLC 0.03% Reduce -3.3% 11,495 $245K
Aspire Private Capital, LLC 0.06% Add +0.6% 11,478 $245K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +34.0% 10,370 $244K
CENTRAL TRUST Co 0.01% Add +17.3% 11,404 $243K
North Star Investment Management Corp. 0.02% No change 11,385 $243K
Fisher Asset Management 0.00% Reduce -66.5% 11,369 $243K
Roman Butler Fullerton & Co. 0.08% Add +2.4% 10,507 $241K
Harvest Fund Management Co., Ltd 0.01% Add +264.6% 11,296 $241K
111 Capital 0.05% — 11,238 $240K
Algert Global LLC 0.01% New 11,220 $240K
Berger Financial Group, Inc 0.02% Add +0.1% 11,192 $239K
Chicago Partners Investment Group LLC 0.01% New 10,814 $238K
Drive Wealth Management, LLC 0.06% Add +1.3% 11,084 $238K
Jones Financial Companies LLLP 0.00% Add +115.5% 11,053 $236K
Perennial Advisors, LLC 0.05% — 11,030 $235K
Krilogy Financial LLC 0.02% New 11,025 $235K
Sentry LLC 0.05% No change 11,024 $235K
Badgley Phelps Wealth Managers, LLC 0.01% No change 10,941 $235K
Avior Wealth Management, LLC 0.01% Add +13.2% 10,943 $234K
Gibraltar Capital Management, Inc. 0.10% Reduce -10.5% 10,900 $233K
Summit Financial Wealth Advisors, LLC 0.05% No change 11,348 $232K
Pinnacle Financial Partners Inc 0.00% Reduce -3.7% 10,795 $230K
IMPACTfolio, LLC 0.12% Reduce -0.2% 10,736 $229K
D'Orazio & Associates, Inc. 0.03% Add +3.7% 10,722 $229K
Total Clarity Wealth Management, Inc. 0.07% Reduce -7.4% 10,696 $228K
Clearstead Advisors, LLC 0.00% Reduce -6.5% 10,615 $227K
Sharp Wealth Advisory, LLC 0.17% Reduce -13.1% 10,600 $226K
Numerai GP LLC 0.06% New 10,597 $226K
Concourse Financial Group Securities, Inc. 0.01% Add +6.5% 9,210 $225K
Wedmont Private Capital 0.01% New 10,154 $224K
Gator Capital Management, LLC 0.08% New 10,500 $224K
City National Bank of Florida 0.20% — 10,478 $224K
Simplicity Wealth,LLC 0.05% New 10,478 $224K
First Financial Bankshares Inc 0.00% No change 10,431 $223K
Coppell Advisory Solutions LLC 0.03% No change 10,348 $221K
WINTON GROUP Ltd 0.01% Reduce -16.6% 10,362 $221K
UMB Bank, n.a. 0.00% Add +43.3% 10,357 $221K
Ironwood Investment Management LLC 0.11% No change 10,356 $221K
Peterson Wealth Services 0.07% Add +0.4% 10,266 $219K
Spinnaker Trust 0.01% Reduce -28.8% 10,070 $215K
Snowden Capital Advisors LLC 0.01% Reduce -38.4% 9,986 $214K
Patten & Patten Inc. 0.01% No change 10,023 $214K
Banco Santander, S.A. 0.00% New 9,950 $212K
Herold Advisors, Inc. 0.05% No change 9,945 $212K
Mill Creek Capital Advisors, LLC 0.01% New 9,841 $210K
Nicholas Wealth, LLC. 0.11% New 9,485 $208K
Lindbrook Capital, LLC 0.02% Add +0.6% 9,710 $207K
Empower Advisory Group, LLC 0.00% Reduce -1.2% 9,703 $207K
Foundations Investment Advisors, LLC 0.00% New 9,660 $206K
Mystic Asset Management, Inc. 0.05% New 9,573 $204K
Eastern Bank 0.00% Add +2.1% 9,560 $204K
Anchor Investment Management, LLC 0.02% Reduce -6.8% 9,550 $204K
Jacobs Levy Equity Management, Inc. 0.00% New 9,418 $201K
Wellington Shields & Co., LLC 0.06% New 9,400 $201K
Bar Harbor Wealth Management 0.01% New 9,400 $201K
Catalyst Financial Partners LLC 0.04% New 9,375 $200K
Stephens Inc. 0.00% Reduce -47.9% 9,373 $200K
Whittier Trust Co. of Nevada Inc. 0.00% Add +0.2% 8,731 $186K
CI Investments Inc. 0.00% Reduce -91.2% 8,647 $185K
Armstrong Advisory Group, Inc. 0.01% Add +0.6% 8,341 $178K
Trust Co. of Vermont 0.01% No change 8,322 $178K
Ossiam 0.00% Reduce -0.2% 8,244 $176K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.10% Reduce -10.9% 8,200 $175K
AlphaQuest LLC 0.02% Add +231.7% 8,117 $173K
Oakworth Capital, Inc. 0.01% No change 7,978 $170K
Mather Group, Llc. 0.00% Add +6.2% 7,557 $161K
EverSource Wealth Advisors, LLC 0.01% Add +24.5% 7,324 $156K
Cohen & Steers, Inc. 0.00% Reduce -0.3% 7,045 $150K
HM Payson & Co. 0.00% No change 6,994 $149K
Wolff Wiese Magana LLC 0.10% No change 6,908 $147K
Edmond DE Rothschild Holding S.A. 0.00% No change 6,652 $142K
State of Wyoming 0.02% Add +37.3% 6,404 $137K
Estabrook Capital Management 0.02% No change 6,400 $137K
Brown Brothers Harriman & Co. 0.00% Add +5.6% 6,330 $135K
Deseret Mutual Benefit Administrators 0.06% Reduce -5.8% 6,133 $131K
Maia Wealth LLC 0.03% No change 6,000 $128K
Arax Advisory Partners 0.01% Add +27.6% 5,390 $115K
Sentry Investment Management LLC 0.05% Reduce -14.0% 5,330 $114K
Farmers & Merchants Investments Inc. 0.00% No change 5,186 $111K
Versant Capital Management, Inc 0.02% Reduce -7.3% 5,108 $109K
Indiana Trust & Investment Management Co 0.04% Reduce -1.2% 5,000 $107K
Central Pacific Bank - Trust Division 0.01% No change 5,000 $107K
Security National Bank 0.02% No change 4,975 $106K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,597 $106K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.1% 4,805 $103K
Larson Financial Group LLC 0.01% Add +1.0% 4,601 $98K
Eagle Bay Advisors LLC 0.06% No change 4,533 $97K
True Wealth Design, LLC 0.04% Add +3.5% 4,557 $97K
Colonial Trust Co / SC 0.01% Add +16.4% 4,420 $94K
Quent Capital, LLC 0.01% Add +0.2% 4,281 $91K
Harbour Investments, Inc. 0.00% Add +49.7% 4,239 $90K
Cromwell Holdings LLC 0.05% Add +1.8% 4,100 $88K
Key Financial Inc 0.02% Add +17.7% 4,116 $88K
TD Waterhouse Canada Inc. 0.00% Add +130.8% 4,071 $87K
Silvant Capital Management LLC 0.00% No change 3,879 $83K
Rothschild Investment LLC 0.01% Add +2.3% 3,800 $81K
Gen-Wealth Partners Inc 0.03% No change 3,742 $80K
Sittner & Nelson, LLC 0.03% No change 3,728 $80K
Ransom Advisory, Ltd 0.04% No change 3,700 $79K
AdvisorNet Financial, Inc 0.01% Reduce -3.0% 3,632 $78K
Clean Yield Group 0.02% No change 3,471 $74K
Raleigh Capital Management Inc. 0.03% Reduce -9.4% 3,316 $71K
Asset Dedication, LLC 0.01% Add +24.7% 3,295 $70K
Addison Advisors LLC 0.02% Reduce -1.2% 3,282 $70K
Webster Bank, N. A. 0.01% No change 3,200 $68K
Intact Investment Management Inc. 0.00% New 3,200 $68K
Geneos Wealth Management Inc. 0.00% Add +0.5% 3,079 $66K
Itau Unibanco Holding S.A. 0.00% Reduce -2.6% 3,048 $65K
Covestor Ltd 0.04% Reduce -17.6% 3,042 $65K
Ceeto Capital Group, LLC 0.02% No change 3,000 $64K
Bokf, NA 0.00% Reduce -0.7% 2,857 $63K
JNBA Financial Advisors 0.01% No change 2,946 $63K
Johnson Financial Group, Inc. 0.00% No change 2,900 $61K
Tompkins Financial Corp. 0.01% Add +397.9% 2,878 $61K
AlphaMark Advisors, LLC 0.03% No change 2,833 $60K
Motco 0.01% Reduce -42.2% 2,800 $60K
Pacific Center for Financial Services 0.02% No change 2,784 $59K
Bell Investment Advisors, Inc 0.01% Reduce -9.0% 2,685 $57K
Venturi Wealth Management, LLC 0.00% Reduce -5.4% 2,613 $56K
Hexagon Capital Partners LLC 0.01% Add +7.6% 2,583 $55K
Founders Financial Alliance, LLC 0.01% Add +0.3% 2,529 $54K
Spire Wealth Management 0.00% Add +9.6% 2,490 $53K
Parkside Financial Bank & Trust 0.01% Add +1.6% 2,422 $52K
Van Lanschot Kempen Investment Management N.V. 0.00% No change 2,399 $51K
Hall Laurie J Trustee 0.02% Reduce -9.4% 2,400 $51K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -27.8% 2,201 $47K
Physician Wealth Advisors, Inc. 0.01% New 2,138 $46K
R Squared Ltd 0.04% — 2,120 $45K
American National Bank & Trust 0.00% Add +3.4% 2,015 $43K
Concord Wealth Partners 0.01% Add +0.5% 2,000 $43K
Hemington Wealth Management 0.01% Add +7.8% 1,949 $41K
Caldwell Sutter Capital, Inc. 0.02% No change 1,900 $41K
Conquis Financial LLC 0.04% — 1,897 $41K
Syntax Research, Inc. 0.03% No change 1,897 $41K
Montag A & Associates Inc. 0.00% No change 1,885 $40K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,896 $40K
Cullen/Frost Bankers, Inc. 0.00% Reduce -17.4% 1,807 $39K
Elequin Capital, LP 0.01% New 1,754 $37K
IFP Advisors, Inc 0.00% Reduce -2.7% 1,671 $36K
SWAN Capital LLC 0.02% No change 1,614 $34K
Salem Investment Counselors Inc. 0.00% No change 1,600 $34K
Capital Analysts, LLC 0.00% Reduce -7.3% 1,578 $34K
Ancora Advisors LLC 0.00% Add +4.1% 1,567 $33K
Coston, McIsaac & Partners 0.01% No change 1,523 $32K
Tandem Financial, LLC 0.03% — 1,466 $32K
Ameriflex Group, Inc. 0.01% — 1,455 $31K
Financial Management Professionals, Inc. 0.00% No change 1,430 $31K
Valley National Advisers Inc. 0.01% No change 1,422 $30K
Rise Advisors, LLC 0.01% Reduce -31.9% 1,362 $29K
SOA Wealth Advisors, LLC. 0.01% Reduce -5.1% 1,358 $29K
CVA Family Office, LLC 0.00% Add +72.1% 1,341 $29K
JFS Wealth Advisors, LLC 0.00% No change 1,337 $29K
Consultiva Wealth Management, Corp. 0.14% New 1,321 $28K
Centerpoint Advisors, LLC 0.01% No change 1,330 $28K
Hara Capital LLC 0.02% New 1,309 $28K
WFA Asset Management Corp 0.01% Add +0.5% 1,294 $28K
Manchester Capital Management LLC 0.00% Reduce -2.8% 1,284 $27K
Valley Wealth Managers, Inc. 0.00% No change 1,274 $27K
St Germain D J Co. Inc. 0.00% No change 1,265 $27K
Union Savings Bank 0.01% No change 1,263 $27K
Financial Freedom, LLC 0.01% Add +0.7% 1,243 $27K
Hilltop National Bank 0.01% No change 1,216 $26K
Beacon Capital Management, LLC 0.00% Reduce -45.7% 1,216 $26K
ESL Trust Services, LLC 0.01% New 1,200 $26K
Glass Jacobson Investment Advisors llc 0.01% Add +21.1% 1,176 $25K
Putney Financial Group LLC 0.02% — 1,171 $25K
WASHINGTON TRUST Co 0.00% No change 1,160 $25K
Catalyst Capital Advisors LLC 0.00% Reduce -53.2% 1,088 $23K
Albion Financial Group 0.00% No change 1,066 $23K
Grove Bank & Trust 0.00% Add +41.5% 1,023 $22K
Cranbrook Wealth Management, LLC 0.01% No change 1,005 $21K
Centennial Bank 0.01% No change 1,000 $21K
Ascentis Wealth Management, LLC 0.01% No change 992 $21K
Sandy Spring Bank 0.00% Add +72.5% 992 $21K
CKW Financial Group 0.00% Add +6.8% 984 $21K
TrinityBridge Ltd 0.00% No change 1,000 $21K
West Paces Advisors Inc. 0.01% No change 972 $21K
Oarsman Capital, Inc. 0.00% Add +76.9% 943 $20K
Caldwell Trust Co 0.00% No change 928 $20K
S.A. Mason LLC 0.01% No change 917 $20K
Sachetta, LLC 0.01% Add +3.5% 914 $20K
McIlrath & Eck, LLC 0.00% Reduce -21.3% 906 $19K
TruNorth Capital Management, LLC 0.01% Reduce -13.1% 900 $19K
Hantz Financial Services, Inc. 0.00% No change 912 $19K
Prestige Wealth Management Group LLC 0.00% No change 879 $19K
Mission Creek Capital Partners, Inc. 0.00% New 10,411 $19K
First Community Trust NA 0.01% No change 850 $18K
Allianz SE 0.00% New 840 $18K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 833 $18K
Private Wealth Management Group, LLC 0.01% Add +19.7% 827 $18K
Pinnacle Bancorp, Inc. 0.01% No change 801 $17K
PARK CIRCLE Co 0.02% No change 800 $17K
Wood Tarver Financial Group, LLC 0.01% — 809 $17K
Rosenberg Matthew Hamilton 0.00% No change 767 $16K
MV Capital Management, Inc. 0.00% Add +21.3% 751 $16K
Perkins Coie Trust Co 0.00% No change 740 $16K
CoreCap Advisors, LLC 0.00% Reduce -57.4% 738 $16K
Sugarloaf Wealth Management, LLC 0.00% Reduce -21.5% 732 $16K
Mainstream Capital Management LLC 0.01% New 730 $16K
Creative Financial Designs Inc. 0.00% No change 705 $15K
Sierra Ocean, LLC 0.01% — 703 $15K
GW&K Investment Management, LLC 0.00% Add +1.3% 716 $15K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% Reduce -63.2% 700 $15K
Stonebridge Financial Group, LLC 0.00% — 690 $15K
Global Wealth Strategies & Associates 0.00% No change 684 $15K
New Millennium Group LLC 0.01% New 675 $14K
Keener Financial Planning LLC 0.01% No change 700 $14K
Quarry LP 0.00% New 643 $14K
Salomon & Ludwin, LLC 0.00% No change 636 $14K
First Command Advisory Services, Inc. 0.00% New 632 $13K
Bank & Trust Co 0.01% No change 616 $13K
Crowley Wealth Management, Inc. 0.01% — 601 $13K
Kelly Lawrence W & Associates Inc. 0.00% No change 600 $13K
Tidemark, LLC 0.00% No change 592 $13K
Raffa Wealth Management, LLC 0.00% No change 564 $12K
Capital Advisors, Ltd. LLC 0.00% Add +0.2% 559 $12K
Boyd Watterson Asset Management LLC 0.00% No change 560 $12K
Rakuten Securities, Inc. 0.00% Add +36.0% 559 $12K
Avion Wealth 0.00% Add +7.7% 517 $11K
Tanglewood Legacy Advisors, LLC 0.00% No change 502 $11K
Aspetuck Financial Management LLC 0.01% — 500 $11K
Alexis Investment Partners, LLC 0.01% — 500 $11K
FSA Wealth Management LLC 0.00% No change 500 $11K
Bangor Savings Bank 0.00% New 500 $11K
CBIZ Investment Advisory Services, LLC 0.00% New 500 $11K
Harbor Investment Advisory, LLC 0.00% No change 491 $10K
Bogart Wealth, LLC 0.00% Add +0.2% 436 $9K
WR Wealth Planners, LLC 0.00% Add +36.5% 434 $9K
Sunbelt Securities, Inc. 0.00% Add +0.2% 433 $9K
SJS Investment Consulting Inc. 0.00% Reduce -9.8% 430 $9K
BOK Financial Private Wealth, Inc. 0.00% Reduce -62.9% 426 $9K
Roble, Belko & Company, Inc 0.00% No change 400 $9K
Horizon Financial Services, LLC 0.01% No change 416 $9K
Pflug Koory, LLC 0.00% No change 416 $9K
Abound Wealth Management 0.00% Reduce -11.8% 412 $9K
Family CFO Inc 0.00% No change 400 $9K
Heritage Wealth Advisors 0.00% No change 400 $9K
Bruce G. Allen Investments, LLC 0.01% No change 382 $8K
Financial Network Wealth Advisors LLC 0.02% Reduce -6.2% 380 $8K
Delta Asset Management LLC 0.00% No change 375 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 372 $8K
Murphy & Mullick Capital Management Corp 0.01% — 371 $8K
Kozak & Associates, Inc. 0.00% Add +0.8% 365 $8K
WPG Advisers, LLC 0.01% — 371 $8K
Clark Wealth Partners 0.01% — 361 $8K
Advantage Trust Co 0.00% Reduce -40.0% 360 $8K
Kings Path Partners LLC 0.00% No change 358 $8K
Dunhill Financial, LLC 0.00% Add +27.3% 340 $7K
Davis Capital Management 0.01% No change 340 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +137.1% 332 $7K
Millstone Evans Group, LLC 0.00% — 331 $7K
Center for Financial Planning, Inc. 0.00% No change 316 $7K
Atlatl Advisers LLC 0.00% — 300 $6K
Hollencrest Capital Management 0.00% No change 294 $6K
Colonial Trust Advisors 0.00% Add +45.0% 290 $6K
Carolinas Wealth Consulting LLC 0.00% Add +9.3% 282 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 300 $6K
Whipplewood Advisors, LLC 0.00% — 280 $6K
Synergy Investment Management, LLC 0.00% — 250 $5K
City Holding Co. 0.00% New 250 $5K
Zions Bancorporation, N.A. 0.00% No change 249 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 247 $5K
ORG Partners LLC 0.00% No change 245 $5K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -39.1% 232 $5K
Bellwether Advisors, LLC 0.00% New 233 $5K
Cape Investment Advisory, Inc. 0.00% Add +2.3% 224 $5K
FLP Wealth Management, LLC 0.01% — 223 $5K
Rialto Wealth Management, LLC 0.00% — 222 $5K
WealthCollab, LLC 0.00% No change 218 $5K
Clear Investment Research, LLC 0.01% Add +0.9% 216 $5K
North Ridge Wealth Advisors, Inc. 0.00% New 206 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 205 $4K
Holos Integrated Wealth LLC 0.00% — 200 $4K
Olistico Wealth, LLC 0.00% No change 200 $4K
Vermillion Wealth Management, Inc. 0.00% — 200 $4K
Fourth Dimension Wealth, LLC 0.00% — 200 $4K
S&T Bank 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
Crews Bank & Trust 0.00% — 200 $4K
Bollard Group LLC 0.00% Add +0.6% 181 $4K
Ruedi Wealth Management, Inc. 0.00% No change 176 $4K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -5.6% 170 $4K
MCF Advisors LLC 0.00% Reduce -96.9% 169 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 164 $4K
Fortis Group Advisors, LLC 0.00% No change 163 $3K
Transcendent Capital Group LLC 0.00% No change 149 $3K
Fortitude Family Office, LLC 0.00% Add +9.6% 137 $3K
Pineridge Advisors LLC 0.00% Add +27.1% 136 $3K
Quest 10 Wealth Builders, Inc. 0.00% — 134 $3K
Bfsg, LLC 0.00% No change 133 $3K
Oliver Lagore Vanvalin Investment Group 0.00% New 123 $3K
Park Place Capital Corp 0.00% No change 121 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +4.5% 115 $2K
Financial Perspectives, Inc 0.00% Add +0.9% 110 $2K
Creative Capital Management Investments LLC 0.00% No change 106 $2K
Valued Wealth Advisors LLC 0.00% Add +483.3% 105 $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
Nemes Rush Group LLC 0.00% New 90 $2K
Graney & King, LLC 0.00% — 87 $2K
Highline Wealth Partners LLC 0.00% No change 86 $2K
Transce3nd, LLC 0.00% — 78 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 77 $2K
Trifecta Capital Advisors, LLC 0.00% No change 71 $2K
NewSquare Capital LLC 0.00% New 64 $1K
Twin Lakes Capital Management, LLC 0.00% No change 63 $1K
GPS Wealth Strategies Group, LLC 0.00% No change 50 $1K
Pittenger & Anderson Inc. 0.00% No change 50 $1K
Tsfg, LLC 0.00% No change 63 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -53.3% 7 $1K
Continuum Advisory, LLC 0.00% No change 46 $982
Tradewinds Capital Management, LLC 0.00% New 44 $949
REAP Financial Group, LLC 0.00% No change 40 $854
Golden State Wealth Management, LLC 0.00% — 40 $854
MPWM Advisory Solutions, LLC 0.00% — 36 $769
Criterion Capital Advisors, LLC 0.00% No change 36 $763
HHM Wealth Advisors, LLC 0.00% New 35 $748
Global Financial Private Client, LLC 0.00% New 35 $747
Nvwm, LLC 0.00% No change 32 $683
Riverview Trust Co 0.00% No change 31 $662
Accordant Advisory Group Inc 0.00% No change 31 $662
Cherry Tree Wealth Management, LLC 0.00% Reduce -86.3% 31 $662
Principia Wealth Advisory, LLC 0.00% — 30 $641
Delos Wealth Advisors, LLC 0.00% No change 30 $641
JDM Financial Group LLC 0.00% No change 30 $641
TFC Financial Management, Inc. 0.00% No change 29 $620
Stance Capital LLC 0.00% — 29 $619
Capital A Wealth Management, LLC 0.00% — 28 $598
Mark Sheptoff Financial Planning, LLC 0.00% No change 25 $534
Parkworth Wealth Management, Inc. 0.00% — 19 $406
Maryland Capital Advisors Inc. 0.00% No change 19 $406
Cornerstone Planning Group LLC 0.00% New 17 $390
Winnacle Wealth LLC 0.00% — 18 $374
Lanark Financial, Inc. 0.03% — 15 $324
Riggs Asset Managment Co. Inc. 0.00% No change 15 $321
Kimelman & Baird, LLC 0.00% No change 15 $321
Morse Asset Management, Inc 0.00% No change 14 $299
Aspect Partners, LLC 0.00% No change 13 $278
Sugar Maple Asset Management, LLC 0.00% New 10 $214
WealthTrak Capital Management LLC 0.00% — 10 $214
Cedar Mountain Advisors, LLC 0.00% No change 10 $212
City State Bank 0.00% Reduce -89.7% 8 $171
WestEnd Advisors, LLC 0.00% No change 6 $128
Kohmann Bosshard Financial Services, LLC 0.00% New 6 $128
Laurel Wealth Advisors LLC 0.00% No change 3 $47
Main Street Group, LTD 0.00% Reduce -99.2% 2 $43
Pillar Financial Advisors, LLC 0.00% — 1 $22
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $21
RE Dickinson Investment Advisors, LLC 0.00% New 44 $9
Briaud Financial Planning Inc 0.00% No change 15 $0

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