Hewlett Packard EnterpriseHPE

13F holders, Q1 2025 (March 31)
1,033holders −57
95new positions
151sold out
10famous investors
$15.43avg. 13F price*

At the end of Q1 2025, 1,033 institutions reported holding Hewlett Packard Enterprise (HPE) in their 13F filings, down 57 from Q4 2024. 95 opened new positions and 151 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.0B) and State Street Corp. ($1.1B). 10 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 Jeremy Grantham (0.1% of GMO's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions95$57.4M
Exits151$486.0M

All 13F filers, Q4 2024 → Q1 2025: 185,238,430 shares bought and 108,902,453 shares sold, net +76,335,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,033 holders

Vanguard Group Inc. 0.05% Add +1.7% 167,199,996 $2.6B
BlackRock, Inc. 0.04% Add +8.5% 129,037,460 $2.0B
State Street Corp. 0.05% Reduce -0.9% 71,792,338 $1.1B
JPMorgan Chase & Co. 0.07% Add +86.4% 57,037,611 $880.1M
Bank of America Corp. 0.07% Add +17.2% 53,455,169 $824.8M
Goldman Sachs Group Inc. 0.15% Add +496.1% 50,330,367 $776.6M
UBS Group AG 0.15% Add +359.1% 42,558,678 $656.7M
Geode Capital Management, LLC 0.04% Add +4.7% 33,697,002 $519.0M
Primecap Management Co. 0.36% Reduce -3.2% 27,968,950 $431.6M
Ameriprise Financial Inc. 0.10% Reduce -2.2% 23,061,993 $357.3M
Invesco Ltd. 0.06% Add +21.0% 19,644,620 $303.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +15.6% 17,584,742 $271.3M
Dimensional Fund Advisors LP 0.07% Reduce -2.6% 17,329,239 $267.4M
Northern Trust Corp. 0.04% Add +3.4% 16,730,015 $258.1M
National Bank of Canada 0.29% Add +1369.1% 16,279,442 $251.2M
Morgan Stanley 0.02% Reduce -4.0% 16,206,787 $250.1M
Legal & General Group Plc 0.06% Add +0.1% 14,508,934 $223.9M
LSV Asset Management 0.51% Reduce -3.3% 13,776,535 $212.6M
Nuveen, LLC 0.06% — 13,019,489 $200.9M
AQR Capital Management 0.20% Add +45.6% 12,521,303 $193.1M
Slate Path Capital LP 3.25% Reduce -8.0% 11,674,564 $180.1M
Raymond James Financial Inc. 0.06% Reduce -22.0% 10,697,688 $165.1M
Deutsche Bank AG 0.06% Add +1.6% 10,249,122 $158.1M
Charles Schwab Investment Management Inc. 0.03% Add +0.1% 9,749,767 $150.4M
First Trust Advisors LP 0.13% Add +24.1% 9,544,296 $147.3M
Bank of New York Mellon Corp 0.03% Reduce -3.5% 8,558,302 $132.1M
Pacer Advisors, Inc. 0.33% Reduce -63.0% 8,264,350 $127.5M
Nomura Holdings Inc. 0.65% Add +17092.4% 7,883,218 $121.6M
HSBC Holdings PLC 0.08% Reduce -10.9% 7,843,775 $121.0M
Nordea Investment Management AB 0.13% Add +7.3% 7,782,868 $119.2M
Amundi 0.03% Add +3.0% 6,931,158 $94.8M
Barclays PLC 0.04% Add +95.0% 6,060,991 $93.5M
Allianz Asset Management GmbH 0.13% Add +32.9% 5,677,528 $87.6M
Norges Bank 0.01% Add +0.8% 5,621,190 $86.7M
Mizuho Markets Americas LLC 1.73% Add +0.1% 5,152,495 $79.5M
Epoch Investment Partners, Inc. 0.40% Add +3.0% 5,042,518 $77.8M
Retirement Systems of Alabama 0.28% Add +7.1% 4,609,496 $71.1M
BNP Paribas Financial Markets 0.05% Add +8.6% 4,331,733 $66.8M
Schroder Investment Management Group 0.06% Reduce -17.4% 3,625,159 $57.2M
Swiss National Bank 0.04% Add +1.1% 3,709,700 $57.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +2.6% 3,670,437 $56.6M
National Pension Service 0.05% Add +9.9% 3,455,264 $53.3M
Royal Bank of Canada 0.01% Add +11.5% 3,388,706 $52.3M
Man Group plc 0.15% Reduce -31.1% 3,086,804 $47.6M
Mackenzie Financial Corp. 0.07% Add +9.0% 2,992,477 $46.2M
Citigroup Inc. 0.03% Add +12.9% 2,786,845 $43.0M
Prudential Financial Inc. 0.06% Reduce -41.7% 2,590,208 $40.0M
Rhumbline Advisers 0.04% Add +6.0% 2,589,557 $40.0M
Aviva PLC 0.10% Add +16.9% 2,577,296 $39.8M
California Public Employees Retirement System 0.03% Reduce -1.8% 2,553,950 $39.4M
LPL Financial LLC 0.02% Add +3.3% 2,547,970 $39.3M
Victory Capital Management Inc. 0.04% Add +10.0% 2,502,924 $38.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +15.2% 2,394,168 $36.9M
GMO 0.11% Add +7.2% 2,336,399 $36.1M
CANADA LIFE ASSURANCE Co 0.06% Reduce -1.9% 2,241,657 $34.7M
Jane Street Group, LLC 0.06% Add +21.2% 2,234,000 $34.5M
Wells Fargo & Company 0.01% Add +14.1% 2,147,923 $33.1M
FMR LLC 0.00% Reduce -14.9% 2,144,797 $33.1M
California State Teachers Retirement System 0.04% Reduce -0.8% 2,088,857 $32.2M
Alliancebernstein L.P. 0.01% Reduce -19.5% 2,031,436 $31.3M
American Century Companies Inc. 0.02% Add +15.9% 1,971,924 $30.4M
Russell Investments Group, Ltd. 0.04% Reduce -9.9% 1,940,392 $30.0M
Globeflex Capital L P 2.75% No change 1,928,513 $29.8M
Whale Rock Capital Management 0.51% Add +0.1% 1,908,017 $29.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -34.0% 1,907,171 $29.4M
T. Rowe Price Associates Inc. 0.00% Add +2.9% 1,899,112 $29.3M
Storebrand Asset Management As 0.09% Add +10.3% 1,873,559 $28.9M
Alyeska Investment Group, L.P. 0.11% Reduce -14.3% 1,858,094 $28.7M
Boston Partners 0.03% Reduce -85.9% 1,813,362 $28.0M
Connor, Clark & Lunn Investment Management Ltd. 0.12% Reduce -12.6% 1,807,587 $27.9M
Vontobel Holding Ltd. 0.10% Reduce -10.7% 1,754,236 $27.1M
Nisa Investment Advisors, LLC 0.13% Add +90.2% 1,730,434 $26.9M
Principal Financial Group Inc. 0.01% Add +7.1% 1,660,223 $25.6M
AXA S.A. 0.08% Reduce -4.0% 1,650,366 $25.5M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -16.0% 1,649,866 $25.5M
Aberdeen Group plc 0.05% Reduce -71.5% 1,612,227 $24.9M
KBC Group NV 0.08% Add +13.8% 1,603,939 $24.7M
TD Asset Management Inc 0.02% Reduce -3.4% 1,578,590 $24.4M
AustralianSuper Pty Ltd 0.13% Reduce -64.6% 1,472,582 $22.7M
Credit Agricole S A 0.09% Reduce -4.3% 1,465,603 $22.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +13.1% 1,458,800 $22.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Reduce -22.5% 1,424,833 $22.0M
Franklin Resources Inc. 0.01% Add +9.2% 1,381,485 $21.3M
Robeco Institutional Asset Management B.V. 0.04% Add +0.2% 1,320,963 $20.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.63% Add +1.5% 1,318,417 $20.3M
State Board of Administration of Florida Retirement System 0.04% Add +0.5% 1,295,110 $20.0M
Sei Investments Co. 0.03% Add +5.4% 1,291,391 $19.9M
New York State Teachers Retirement System 0.05% Reduce -2.2% 1,269,875 $19.6M
Federated Hermes, Inc. 0.04% Add +4.5% 1,247,302 $19.2M
Intech Investment Management LLC 0.19% Add +1.2% 1,211,774 $18.7M
Natixis 0.11% Add +778.0% 1,197,052 $18.5M
Bank of Montreal 0.01% Reduce -26.3% 1,148,733 $17.7M
Glenmede Trust Co. NA 0.10% Reduce -7.0% 1,147,183 $17.7M
Voya Investment Management LLC 0.02% Add +5.5% 1,107,085 $17.1M
Citadel Advisors 0.02% Reduce -1.0% 1,104,097 $17.0M
Korea Investment CORP 0.04% Add +8.3% 1,087,777 $16.8M
Susquehanna International Group, LLP 0.03% Add +55.5% 1,029,823 $15.9M
STRS Ohio 0.07% Reduce -0.3% 1,015,069 $15.7M
DekaBank Deutsche Girozentrale 0.03% Reduce -2.6% 1,006,298 $15.6M
Ofi Invest Asset Management 0.39% Reduce -38.9% 1,030,096 $14.7M
Railway Pension Investments Ltd 0.20% Reduce -6.3% 927,400 $14.3M
DigitalBridge Group, Inc. 1.12% Reduce -60.7% 887,485 $13.7M
New York State Common Retirement Fund 0.02% Add +7.3% 881,274 $13.6M
Handelsbanken Fonder AB 0.05% Reduce -1.9% 826,545 $12.8M
Pictet Asset Management Holding SA 0.01% Add +3.2% 819,579 $12.6M
Envestnet Asset Management Inc. 0.00% Reduce -15.8% 816,961 $12.6M
Penserra Capital Management LLC 0.22% Add +43.1% 798,878 $12.3M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -10.1% 798,636 $12.3M
GDS Wealth Management 1.05% Add +193.7% 795,384 $12.3M
Twin Tree Management, LP 0.27% Add +36.6% 785,268 $12.1M
Gabelli Funds LLC 0.09% Reduce -10.5% 773,089 $11.9M
Illinois Municipal Retirement Fund 0.17% Reduce -19.1% 768,399 $11.9M
Treasurer of the State of North Carolina 0.05% Add +2.0% 764,731 $11.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.1% 764,217 $11.8M
Neuberger Berman Group LLC 0.01% Add +33.4% 761,118 $11.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +0.3% 749,567 $11.6M
Bank of Nova Scotia 0.03% Add +70.6% 747,342 $11.5M
State of Wisconsin Investment Board 0.03% Reduce -12.6% 744,371 $11.5M
Millennium Management 0.01% Reduce -87.3% 734,242 $11.3M
Caisse de depot et placement du Quebec 0.02% Reduce -37.3% 730,982 $11.3M
Cantor Fitzgerald Investment Advisors L.P. 0.81% Add +48.1% 723,336 $11.2M
Minneapolis Portfolio Management Group, LLC 1.54% Add +1.0% 718,338 $11.1M
Chevy Chase Trust Holdings, LLC 0.03% Add +1.1% 691,073 $10.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +2.1% 684,689 $10.6M
ING Groep NV 0.07% Add +309.6% 679,408 $10.5M
Ruffer LLP 0.40% Add +62.2% 665,491 $10.3M
UniSuper Management Pty Ltd 0.08% Add +126.8% 663,986 $10.2M
Panagora Asset Management Inc. 0.05% Reduce -82.3% 660,447 $10.2M
Royal London Asset Management Ltd. 0.02% Add +14.1% 653,100 $10.1M
Andra AP-fonden 0.17% Add +4.4% 652,460 $10.1M
Tidal Investments LLC 0.08% Add +42.9% 643,474 $9.9M
Gotham Asset Management 0.08% Reduce -22.0% 633,169 $9.8M
Swedbank AB 0.01% Reduce -33.3% 631,988 $9.8M
Natixis Advisors, LLC 0.02% Reduce -44.4% 629,312 $9.7M
MUFG Securities EMEA plc 0.25% New 623,000 $9.6M
Crossmark Global Holdings, Inc. 0.17% Add +138.6% 606,287 $9.4M
Clifford Swan Investment Counsel LLC 0.34% Reduce -16.3% 604,258 $9.3M
Public Sector Pension Investment Board 0.04% Add +212.2% 586,496 $9.0M
Danske Bank A/S 0.03% Reduce -17.9% 580,342 $9.0M
APG Asset Management N.V. 0.03% Reduce -13.9% 617,851 $8.8M
QRG Capital Management, Inc. 0.09% Add +43.9% 558,747 $8.6M
Forsta Ap-Fonden 0.06% Reduce -5.5% 553,500 $8.5M
CastleKnight Management LP 0.94% Add +51.1% 547,700 $8.5M
Hodges Capital Management Inc. 0.83% Reduce -27.8% 542,022 $8.4M
Asset Management One Co., Ltd. 0.03% Add +5.0% 534,876 $8.3M
O'shaughnessy Asset Management, LLC 0.07% Reduce -24.9% 529,932 $8.2M
Walleye Trading LLC 0.23% Add +495.4% 517,879 $8.0M
Stifel Financial Corp. 0.01% Reduce -2.1% 515,610 $8.0M
LBP Am SA 0.12% Reduce -6.0% 514,672 $7.9M
Ensign Peak Advisors, Inc 0.02% Reduce -0.8% 513,626 $7.9M
State of Michigan Retirement System 0.05% Add +0.8% 508,981 $7.9M
Torray Investment Partners LLC 1.16% Reduce -29.1% 503,437 $7.8M
Quinn Opportunity Partners LLC 0.55% Add +67.5% 502,592 $7.8M
GAMCO Investors 0.08% Add +0.7% 496,922 $7.7M
Corebridge Financial, Inc. 0.04% Reduce -3.9% 486,133 $7.5M
Toronto Dominion Bank 0.02% Reduce -30.4% 484,176 $7.5M
Public Employees Retirement System of Ohio 0.03% Reduce -23.3% 477,657 $7.4M
Mercer Global Advisors Inc. 0.02% Add +51.1% 471,319 $7.3M
Mn Services Vermogensbeheer B.V. 0.06% Reduce -7.2% 470,200 $7.3M
Quantinno Capital Management LP 0.05% Add +37.4% 453,031 $7.0M
Lazard Asset Management LLC 0.01% Add +14.3% 450,759 $7.0M
Resona Asset Management Co.,Ltd. 0.04% Add +13.6% 444,011 $6.9M
Nomura Asset Management Co. Ltd. 0.02% Add +6.7% 445,076 $6.9M
State of New Jersey Common Pension Fund D 0.03% Reduce -7.3% 438,391 $6.8M
KLP Kapitalforvaltning As 0.03% Add +2.2% 429,811 $6.7M
Corient Private Wealth LP 0.01% Reduce -0.8% 427,717 $6.6M
Clearline Capital LP 0.66% Reduce -0.4% 426,849 $6.6M
Shelton Capital Management 0.16% Add +0.0% 426,758 $6.6M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -50.7% 426,673 $6.6M
Macquarie Group Ltd. 0.01% Add +36.4% 415,981 $6.4M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +4.2% 414,262 $6.4M
Truist Financial Corp. 0.01% Reduce -7.5% 408,656 $6.3M
Alerus Financial NA 0.49% Add +1.5% 397,350 $6.1M
Foster & Motley Inc. 0.38% Reduce -1.0% 389,932 $6.0M
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 386,197 $6.0M
Arizona State Retirement System 0.04% Add +0.8% 380,375 $5.9M
State of Tennessee, Department of Treasury 0.02% Reduce -18.6% 374,690 $5.8M
ARS Investment Partners, LLC 0.52% Reduce -2.0% 269,298 $5.7M
Vega Investment Solutions 1.11% New 372,270 $5.7M
Rafferty Asset Management, LLC 0.02% Reduce -19.1% 365,465 $5.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -69.1% 364,518 $5.6M
Providence Capital Advisors, LLC 1.13% Add +15.4% 352,900 $5.4M
Bell Bank 0.29% Add +86.3% 342,371 $5.3M
Beacon Pointe Advisors, LLC 0.06% Add +25.6% 341,258 $5.3M
MetLife Investment Management, LLC 0.03% Reduce -0.8% 341,119 $5.3M
Advisors Asset Management, Inc. 0.10% Add +35.7% 340,125 $5.2M
State of Alaska, Department of Revenue 0.06% Add +20.5% 328,923 $5.1M
D L Carlson Investment Group Inc. 0.97% Reduce -4.9% 326,098 $5.0M
Cerity Partners LLC 0.01% Add +1.1% 320,077 $4.9M
Achmea Investment Management B.V. 0.07% Reduce -21.3% 318,385 $4.9M
Trajan Wealth LLC 0.26% New 313,826 $4.8M
IFM Investors Pty Ltd 0.05% Reduce -1.5% 312,566 $4.8M
NorthCoast Asset Management LLC 0.02% Add +4.1% 302,149 $4.7M
Czech National Bank 0.04% Add +7.1% 301,670 $4.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +8.8% 300,360 $4.6M
HighTower Advisors, LLC 0.01% Reduce -19.7% 295,736 $4.6M
Mariner, LLC 0.01% Add +0.9% 293,756 $4.5M
Freestone Grove Partners LP 0.05% Reduce -89.6% 291,432 $4.5M
Boothbay Fund Management, LLC 0.16% Reduce -60.0% 289,636 $4.5M
Ieq Capital, LLC 0.03% Reduce -0.6% 278,894 $4.3M
Lombard Odier Asset Management (Switzerland) SA 0.25% Add +51.2% 277,490 $4.3M
Federation des caisses Desjardins du Quebec 0.02% Add +0.2% 274,922 $4.2M
Davidson Kempner Capital Management LP 0.08% Reduce -32.8% 274,369 $4.2M
Amalgamated Bank 0.03% Add +2.9% 256,816 $4.0M
DNB Asset Management AS 0.02% Add +0.4% 256,493 $4.0M
ProShare Advisors LLC 0.01% Reduce -2.0% 254,992 $3.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +1.2% 251,546 $3.9M
Maxi Investments CY Ltd 0.77% Add +91.0% 249,421 $3.8M
USS Investment Management Ltd 0.03% Reduce -25.3% 245,351 $3.8M
Commonwealth Equity Services, LLC 0.01% Reduce -10.4% 241,714 $3.7M
Generali Investments CEE, investicni spolecnost, a.s. 0.35% Add +8.1% 240,000 $3.7M
Contrarius Group Holdings Ltd 0.25% Add +27.1% 238,538 $3.7M
ASR Vermogensbeheer N.V. 0.05% — 234,619 $3.6M
Harbor Island Capital LLC 1.76% Reduce -0.3% 230,828 $3.6M
Swiss Life Asset Management Ltd 0.03% Reduce -50.6% 229,268 $3.5M
CIBC Asset Management Inc 0.01% Add +0.7% 228,590 $3.5M
Heritage Trust Co 0.43% Reduce -0.3% 228,483 $3.5M
Benson Investment Management Company, Inc. 1.53% Reduce -21.6% 226,641 $3.5M
Assenagon Asset Management S.A. 0.01% Reduce -60.4% 223,739 $3.5M
Ethic Inc. 0.07% Reduce -11.1% 218,079 $3.4M
Steward Partners Investment Advisory, LLC 0.03% Reduce -31.0% 219,082 $3.4M
Creative Planning 0.00% Reduce -2.2% 217,295 $3.4M
Utah Retirement Systems 0.04% Add +1.3% 217,260 $3.4M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Reduce -52.5% 215,382 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.03% New 215,000 $3.3M
Madison Asset Management, LLC 0.04% Reduce -6.0% 212,000 $3.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -41.1% 210,760 $3.3M
Kendall Capital Management 0.95% Add +1.5% 210,055 $3.2M
Clearbridge Investments, LLC 0.00% Add +104.7% 207,732 $3.2M
General Pension Society PZU Joint Stock Co 1.06% No change 205,500 $3.2M
Generali Asset Management SPA SGR 0.08% Add +252.6% 205,472 $3.2M
Xponance LLC 0.03% Add +4.8% 205,384 $3.2M
Kieckhefer Group LLC 2.28% Reduce -0.5% 204,200 $3.2M
Great Lakes Advisors, LLC 0.03% Add +2.5% 203,179 $3.1M
Parallax Volatility Advisers, L.P. 0.12% Add +250.8% 202,773 $3.1M
Howard Capital Management, LLC 0.08% Add +0.2% 201,978 $3.1M
Pinebridge Investments, L.P. 0.02% Add +621.2% 200,470 $3.1M
New York Life Investment Management LLC 0.03% Add +0.6% 197,099 $3.0M
Janus Henderson Group PLC 0.00% Add +3.2% 191,969 $3.0M
Jain Global LLC 0.06% New 193,247 $3.0M
Teacher Retirement System of Texas 0.01% Reduce -76.6% 192,140 $3.0M
Police & Firemen's Retirement System of New Jersey 0.03% Add +1.5% 191,376 $3.0M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -15.0% 190,103 $2.9M
Comerica Bank 0.01% Reduce -9.6% 188,828 $2.9M
Daiwa Securities Group Inc. 0.01% Add +5.2% 186,683 $2.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% — 185,300 $2.9M
Banque Cantonale Vaudoise 0.13% — 185,047 $2.9M
Yousif Capital Management, LLC 0.03% Reduce -0.9% 183,881 $2.8M
US Bancorp \de 0.00% Reduce -4.8% 183,100 $2.8M
SG Americas Securities, LLC 0.01% Add +427.5% 183,081 $2.8M
Oddo BHF Asset Management Sas 0.12% New 182,502 $2.8M
Leonteq Securities AG 0.21% Add +91.9% 180,485 $2.8M
Hohimer Wealth Management, LLC 0.54% New 178,576 $2.8M
Cetera Investment Advisers 0.01% Add +14.8% 178,470 $2.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -13.5% 175,923 $2.7M
Mubadala Investment Co PJSC 0.02% New 175,573 $2.7M
Richard Bernstein Advisors LLC 0.07% Reduce -3.6% 174,996 $2.7M
Meyer Handelman Co. 0.09% Reduce -5.1% 174,644 $2.7M
Elo Mutual Pension Insurance Co 0.06% Add +34.1% 173,756 $2.7M
Pitcairn Co. 0.16% Reduce -5.9% 172,796 $2.7M
Nissay Asset Management Corp. /Japan 0.02% Add +2.4% 169,117 $2.6M
Alaska Permanent Fund Corp 0.04% No change 159,573 $2.6M
Cibc World Market Inc. 0.01% Reduce -1.5% 167,389 $2.6M
Wellington Management Group LLP 0.00% Add +12.1% 167,137 $2.6M
UG Investment Advisers Ltd. 0.70% No change 164,163 $2.5M
Dana Investment Advisors, Inc. 0.09% Reduce -30.1% 163,178 $2.5M
Waterfront Wealth Inc. 0.60% Add +23.2% 159,806 $2.5M
Cibc World Markets Corp. 0.02% Reduce -22.6% 158,511 $2.4M
Fifth Third Bancorp 0.01% Add +79.1% 158,035 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +22.5% 153,320 $2.4M
Marshall Wace, LLP 0.00% Reduce -96.7% 153,694 $2.4M
B. Metzler seel. Sohn & Co. AG 0.02% Add +11.6% 152,806 $2.4M
Mutual of America Capital Management LLC 0.03% Reduce -1.8% 152,715 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +24.8% 151,662 $2.3M
Empowered Funds, LLC 0.03% Add +317.3% 149,810 $2.3M
Pathstone Holdings, LLC 0.01% Reduce -7.5% 148,656 $2.3M
Vident Advisory, LLC 0.03% Add +14.7% 148,967 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +4.2% 148,865 $2.3M
Argyle Capital Management, LLC 0.85% Add +2.5% 147,793 $2.3M
Hourglass Capital, LLC 0.59% Add +6.6% 146,550 $2.3M
Lifeworks Advisors, LLC 0.37% Add +4.4% 145,686 $2.2M
Prudential PLC 0.01% Add +25.7% 144,285 $2.2M
MML Investors Services, LLC 0.01% Add +13.2% 140,944 $2.2M
NewEdge Wealth, LLC 0.04% Add +3.7% 140,888 $2.2M
Radnor Capital Management, LLC 0.36% Reduce -1.1% 140,404 $2.2M
Avanza Fonder AB 0.07% Add +11.0% 133,712 $2.2M
Synovus Financial Corp. 0.03% Add +503.7% 139,214 $2.1M
Lakewood Asset Management LLC 1.45% Add +32.4% 139,013 $2.1M
Cwm, LLC 0.01% Reduce -15.0% 138,763 $2.1M
Transform Wealth, LLC 0.13% Reduce -0.5% 136,569 $2.1M
OP Asset Management Ltd 0.04% — 136,222 $2.1M
Commerzbank Aktiengesellschaft 0.05% Add +20.1% 134,600 $2.1M
Janney Montgomery Scott LLC 0.01% Reduce -49.5% 134,195 $2.1M
1832 Asset Management L.P. 0.00% Add +27.9% 134,138 $2.1M
HighVista Strategies LLC 0.79% Add +126.7% 133,500 $2.1M
Cozad Asset Management Inc. 0.20% Add +5.6% 132,173 $2.0M
M&T Bank Corp 0.01% Reduce -6.4% 131,303 $2.0M
Public Employees Retirement Association of Colorado 0.01% No change 130,163 $2.0M
Bryn Mawr Trust Advisors, LLC 0.12% Reduce -6.1% 127,814 $2.0M
Kestra Advisory Services, LLC 0.01% Add +1.1% 126,393 $2.0M
Vest Financial, LLC 0.03% Add +367.7% 126,061 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -60.4% 125,801 $1.9M
Vestcor Inc 0.07% Add +392.0% 125,582 $1.9M
Dodge & Cox 0.00% Reduce -8.7% 123,883 $1.9M
Rakuten Investment Management, Inc. 0.01% — 120,099 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +14.4% 121,989 $1.9M
Thrivent Financial for Lutherans 0.00% Add +34.1% 114,734 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -25.1% 120,099 $1.9M
Scalar Gauge Management, LLC 1.13% New 120,000 $1.9M
AlphaStar Capital Management, LLC 0.18% Add +13.1% 117,851 $1.8M
Two Sigma Securities, LLC 0.28% New 117,839 $1.8M
WealthShield Partners, LLC 0.23% Add +119.8% 116,969 $1.8M
Kintegral Advisory, LLC 0.18% Reduce -0.3% 116,134 $1.8M
HB Wealth Management, LLC 0.01% Add +28.5% 115,062 $1.8M
Oregon Public Employees Retirement Fund 0.03% Add +1.4% 112,877 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -34.8% 110,639 $1.7M
Caprock Group, LLC 0.05% Reduce -22.0% 109,261 $1.7M
First Nebraska Trust Co 0.17% Reduce -1.0% 108,574 $1.7M
NewEdge Advisors, LLC 0.01% Reduce -3.5% 180,058 $1.7M
Linden Thomas Advisory Services, LLC 0.21% Add +0.3% 107,598 $1.7M
Bar Harbor Wealth Management 0.11% Add +1041.7% 107,320 $1.7M
Ingalls & Snyder LLC 0.05% Add +2.3% 105,404 $1.6M
Mizuho Securities USA LLC 0.04% Reduce -14.6% 105,164 $1.6M
Caisse Des Depots Et Consignations 0.08% Reduce -51.8% 104,849 $1.6M
Catherine Avery Investment Management LLC 1.43% Reduce -30.1% 103,303 $1.6M
Captrust Financial Advisors 0.00% Reduce -11.1% 103,021 $1.6M
Tredje AP-fonden 0.01% No change 102,167 $1.6M
Concurrent Investment Advisors, LLC 0.04% Add +24.5% 101,423 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Add +4.3% 100,306 $1.5M
Towne Trust Company, N.A 0.54% Reduce -4.5% 98,880 $1.5M
Van Eck Associates Corp. 0.00% Add +8.0% 98,065 $1.5M
Barnett & Company, Inc. 1.24% Reduce -9.7% 96,500 $1.5M
CHICAGO TRUST Co NA 0.28% Add +4.1% 96,318 $1.5M
NEOS Investment Management LLC 0.03% Add +23.1% 95,625 $1.5M
Zurich Insurance Group Ltd 0.01% No change 95,000 $1.5M
Ritholtz Wealth Management 0.04% Add +17.1% 94,781 $1.5M
Quantitative Investment Management, LLC 0.13% New 92,968 $1.4M
Bessemer Group Inc. 0.00% Reduce -55.1% 91,787 $1.4M
Freemont Management S.A. 0.55% New 91,500 $1.4M
Williams Jones Wealth Management, LLC. 0.02% No change 90,957 $1.4M
Guggenheim Capital LLC 0.01% Add +1.6% 90,765 $1.4M
Midwest Professional Planners, LTD. 0.43% Add +2.8% 90,509 $1.4M
Kentucky Retirement Systems 0.04% Add +0.3% 89,627 $1.4M
Alps Advisors Inc. 0.01% Add +29.4% 89,210 $1.4M
Long Run Wealth Advisors, LLC 0.31% Add +49.4% 88,932 $1.4M
Capstone Investment Advisors, LLC 0.02% Add +249.7% 88,395 $1.4M
Candriam S.C.A. 0.01% Reduce -8.8% 88,134 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Add +7.8% 86,215 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -31.9% 87,183 $1.3M
D. E. Shaw & Co. 0.00% Reduce -96.6% 87,079 $1.3M
Caxton Associates LLP 0.05% — 86,586 $1.3M
CSS LLC 0.27% Add +7.0% 86,544 $1.3M
Knights of Columbus Asset Advisors LLC 0.09% Reduce -0.5% 86,027 $1.3M
Metis Global Partners, LLC 0.04% Add +11.7% 85,236 $1.3M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -17.5% 84,963 $1.3M
Needham Investment Management LLC 0.12% Add +1.8% 84,000 $1.3M
Shell Asset Management Co. 0.06% Reduce -2.3% 81,996 $1.3M
AIA Group Ltd 0.03% Add +39.1% 81,038 $1.3M
Main Management ETF Advisors, LLC 0.06% New 80,019 $1.2M
Hartford Investment Management Co. 0.04% Reduce -1.0% 79,483 $1.2M
Greenwich Wealth Management LLC 0.09% Add +4.7% 79,158 $1.2M
Westpac Banking Corp. 0.09% Add +15.7% 77,526 $1.2M
Hilltop Holdings Inc. 0.08% Add +9.6% 77,484 $1.2M
Merit Financial Group, LLC 0.02% Add +224.6% 76,665 $1.2M
Renaissance Technologies 0.00% Reduce -97.3% 76,600 $1.2M
D.A. Davidson & Co. 0.01% New 75,675 $1.2M
Focus Partners Wealth 0.00% Reduce -22.4% 75,183 $1.2M
Sterling Capital Management LLC 0.02% Reduce -40.7% 73,503 $1.1M
Gulf International Bank (UK) Ltd 0.04% Reduce -27.9% 72,802 $1.1M
Mission Wealth Management, LP 0.03% Add +11.2% 72,707 $1.1M
Westside Investment Management, Inc. 0.23% Add +14.3% 71,481 $1.1M
Louisiana State Employees Retirement System 0.02% Add +1.0% 70,600 $1.1M
Private Advisor Group, LLC 0.01% Add +20.0% 70,450 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% — 62,420 $1.1M
J. Safra Sarasin Holding AG 0.02% Reduce -10.3% 69,795 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -0.4% 69,523 $1.1M
Legacy Bridge, LLC 0.60% Add +3.5% 69,395 $1.1M
Assetmark, Inc. 0.00% Reduce -1.6% 69,059 $1.1M
Bryce Point Capital, LLC 0.79% Reduce -24.9% 55,478 $1.0M
&partners 0.01% Add +3.5% 65,399 $1.0M
Convergence Investment Partners, LLC 0.29% Reduce -75.4% 67,097 $1.0M
Ostrum Asset Management 0.05% Reduce -1.6% 66,513 $1.0M
Bridgeway Capital Management, LLC 0.03% New 65,800 $1.0M
Norinchukin Bank, The 0.02% Add +15.6% 65,416 $1.0M
SummitTX Capital, L.P. 0.04% — 65,278 $1.0M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 64,659 $998K
Cresset Asset Management, LLC 0.00% Reduce -13.1% 63,402 $986K
Squarepoint Ops LLC 0.00% Reduce -91.9% 63,874 $986K
Lido Advisors, LLC 0.01% Reduce -11.9% 62,591 $974K
Verition Fund Management LLC 0.01% Reduce -94.0% 62,518 $965K
SRN Advisors, LLC 1.08% Add +4.1% 62,232 $960K
New Mexico Educational Retirement Board 0.03% Reduce -2.1% 60,708 $937K
Maryland State Retirement & Pension System 0.02% Reduce -12.5% 60,651 $936K
One68 Global Capital, LLC 0.46% Reduce -57.0% 60,504 $934K
Jones Road Capital Management, L.P. 1.11% Reduce -88.2% 60,000 $926K
Ballentine Partners, LLC 0.02% Reduce -10.3% 59,129 $912K
Modern Wealth Management, LLC 0.03% Add +86.5% 58,902 $909K
M&G PLC 0.01% No change 60,549 $908K
Guidance Capital, Inc. 0.27% Add +32.0% 52,968 $893K
Commerce Bank 0.01% Add +0.2% 57,231 $883K
Bonness Enterprises Inc. 0.29% No change 57,100 $881K
Longfellow Investment Management Co. LLC 0.21% Add +60.3% 56,651 $874K
Ridgewood Investments LLC 0.40% No change 57,998 $868K
Cowa, LLC 0.37% Add +18.1% 56,220 $867K
Wealthfront Advisers LLC 0.00% Reduce -0.1% 55,101 $850K
Affinity Investment Advisors, LLC 0.69% Add +19.0% 54,770 $845K
E. Ohman J:or Asset Management AB 0.02% No change 54,552 $842K
Freedom Investment Management, Inc. 0.07% Add +2.9% 52,143 $805K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +8.9% 51,721 $798K
Wolverine Trading, LLC 0.03% Reduce -20.9% 50,398 $796K
First Dallas Securities Inc. 0.33% Add +67.0% 51,373 $793K
Cherry Creek Investment Advisors, Inc. 0.41% Reduce -0.5% 51,325 $792K
Blair William & Co. 0.00% Reduce -25.8% 51,254 $791K
Mitchell McLeod Pugh & Williams Inc. 0.16% Add +0.0% 50,694 $782K
Quadrant Capital Group LLC 0.03% Add +250.8% 50,633 $781K
180 Wealth Advisors, LLC 0.12% Add +1.0% 50,586 $781K
Mosaic Family Wealth Partners, LLC 0.11% Add +0.5% 50,246 $775K
Avantax Advisory Services, Inc. 0.00% Add +3.9% 49,993 $771K
Stoneridge Investment Partners LLC 0.65% Reduce -65.9% 49,967 $771K
XTX Topco Ltd 0.04% Reduce -12.8% 49,360 $762K
Aster Capital Management (DIFC) Ltd 0.14% Reduce -44.3% 38,161 $756K
Pallas Capital Advisors LLC 0.03% Reduce -2.4% 48,658 $751K
Lee Danner & Bass Inc. 0.06% No change 48,584 $750K
Allworth Financial LP 0.00% Add +4.0% 45,347 $734K
Agf Management Ltd. 0.00% New 47,146 $727K
Hennion & Walsh Asset Management, Inc. 0.03% Add +24.0% 46,497 $717K
Fiduciary Trust Co 0.01% Add +43.3% 46,427 $716K
Impax Asset Management Group plc 0.00% Add +3.6% 46,175 $712K
Atria Investments, Inc 0.01% Add +84.3% 45,785 $706K
Empirical Finance, LLC 0.04% Add +3.0% 45,278 $699K
Oppenheimer & Co. Inc. 0.01% Add +12.5% 45,115 $696K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +10.1% 45,021 $695K
Capital Investment Counsel, Inc 0.10% Reduce -1.1% 44,884 $693K
Crawford Investment Counsel Inc. 0.01% Reduce -83.7% 44,822 $692K
Tang Capital Management LLC 0.04% Reduce -4.0% 44,547 $687K
Eagle Harbor Asset Management Inc. 0.69% Reduce -8.7% 44,230 $682K
Mount Lucas Management LP 0.32% New 43,490 $671K
Athena Investment Management 0.41% No change 43,432 $670K
Kesler, Norman & Wride, LLC 0.13% Add +19.7% 43,312 $668K
HAP Trading, LLC 0.23% Reduce -7.5% 42,632 $658K
AE Wealth Management LLC 0.01% Reduce -15.4% 42,625 $658K
Benin Management CORP 0.19% Add +70.7% 42,554 $657K
Savant Capital, LLC 0.01% Reduce -77.2% 42,482 $656K
Fortem Financial Group, LLC 0.25% Reduce -22.9% 42,376 $654K
TD Private Client Wealth LLC 0.02% Reduce -31.5% 42,189 $651K
Tower Research Capital LLC (TRC) 0.02% Reduce -63.4% 41,762 $646K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.3% 41,774 $645K
Canada Pension Plan Investment Board 0.00% Reduce -45.3% 41,676 $643K
Focus Partners Advisor Solutions, LLC 0.01% Add +59.3% 41,304 $637K
Perigon Wealth Management, LLC 0.02% Add +0.3% 40,902 $631K
Legacy Capital Group California, Inc. 0.22% Add +17.3% 40,835 $630K
Kestra Private Wealth Services, LLC 0.01% Add +6.1% 40,760 $629K
Praxis Investment Management Inc. 0.04% No change 40,630 $627K
Bailard, Inc. 0.02% Add +7.5% 40,110 $619K
Bleakley Financial Group, LLC 0.02% Reduce -4.1% 39,655 $612K
DGS Capital Management, LLC 0.16% Add +1.4% 39,654 $612K
APG Asset Management US Inc. 0.00% No change 38,965 $609K
Kentucky Retirement Systems Insurance Trust Fund 0.04% New 38,175 $589K
Argonautica Private Wealth Management, Inc. 0.20% Add +55.1% 38,133 $588K
EP Wealth Advisors, LLC 0.00% Add +5.0% 37,527 $579K
Cornerstone Select Advisors, LLC 0.55% Add +5.0% 37,489 $578K
Investment Management Corp of Ontario 0.01% Reduce -63.5% 37,164 $573K
Argentarii, LLC 0.28% Reduce -22.1% 37,100 $572K
Los Angeles Capital Management LLC 0.00% Reduce -51.9% 37,050 $572K
Procyon Advisors, LLC 0.03% New 37,002 $571K
USA Financial Formulas 0.09% Add +26.5% 36,539 $564K
Regions Financial Corp. 0.00% Reduce -0.4% 36,495 $563K
Peapack Gladstone Financial Corp. 0.01% Reduce -23.4% 36,384 $561K
Mutual Advisors, LLC 0.02% Add +0.5% 34,237 $556K
V-Square Quantitative Management LLC 0.08% Add +15.1% 35,949 $555K
Graypoint LLC 0.03% Reduce -1.3% 35,817 $553K
Atlas Capital Advisors Inc. 0.07% Reduce -45.2% 35,630 $550K
Horizon Investments, LLC 0.02% Add +3.6% 35,494 $548K
Keybank National Association 0.00% Reduce -7.1% 34,893 $538K
One Wealth Advisors, LLC 0.08% Reduce -3.9% 34,298 $534K
Wahed Invest LLC 0.09% New 34,284 $529K
Dynasty Wealth Management, LLC 0.01% Add +2.8% 33,907 $523K
International Assets Investment Management, LLC 0.05% Add +106.4% 33,432 $516K
Gator Capital Management, LLC 0.19% Add +214.3% 33,000 $509K
CIBC Private Wealth Group LLC 0.00% Add +8.7% 40,563 $507K
Lanark Financial, Inc. 0.04% — 32,879 $507K
Twin Capital Management Inc. 0.06% Reduce -0.8% 32,734 $505K
Centiva Capital, LP 0.03% Reduce -74.7% 32,431 $500K
Walled Lake Planning & Wealth Management, LLC 0.18% Add +0.1% 32,293 $498K
Sigma Planning Corp 0.02% Reduce -16.3% 31,889 $492K
Farther Finance Advisors, LLC 0.01% Add +2.3% 31,437 $492K
United Services Automobile Association 0.01% No change 30,885 $488K
Atria Wealth Solutions, Inc. 0.01% Add +3.5% 30,953 $479K
Smartleaf Asset Management LLC 0.05% Add +21.7% 30,125 $476K
Cacti Asset Management LLC 0.04% No change 30,000 $474K
Harel Insurance Investments & Financial Services Ltd. 0.01% New 30,500 $471K
Cutter & CO Brokerage, Inc. 0.11% Add +116.2% 30,189 $466K
Fortitude Advisory Group L.L.C. 0.33% Add +0.2% 31,156 $464K
Bank of Stockton 0.15% No change 30,000 $463K
NJ State Employees Deferred Compensation Plan 0.06% No change 30,000 $463K
Zuckerman Investment Group, LLC 0.05% Add +7.1% 30,000 $463K
Secured Retirement Advisors, LLC 0.30% Reduce -18.9% 29,938 $462K
Integrated Wealth Concepts LLC 0.01% Reduce -6.6% 29,909 $462K
CX Institutional 0.02% Reduce -66.7% 29,558 $456K
World Investment Advisors 0.01% Add +5.7% 29,376 $453K
Prospera Financial Services Inc 0.01% Add +20.4% 29,259 $451K
Harbor Capital Advisors, Inc. 0.02% Add +90.6% 29,055 $448K
Fourpath Capital Management, LLC 0.08% No change 28,666 $442K
Advisory Services Network, LLC 0.01% Add +11.1% 28,550 $441K
Parallel Advisors, LLC 0.01% Reduce -11.7% 28,533 $440K
SOL Capital Management CO 0.05% No change 28,392 $438K
United Capital Financial Advisors, LLC 0.00% Reduce -8.6% 28,074 $433K
Independent Financial Group, LLC 0.01% Add +38.5% 28,068 $433K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.0% 27,905 $431K
Sage Advisors, LLC 0.30% Add +0.2% 27,777 $429K
Investors Asset Management of Georgia Inc. /Ga/ 0.22% Reduce -2.1% 27,754 $428K
KLCM Advisors, Inc. 0.05% Add +3.8% 27,242 $420K
Polymer Capital Management (US) LLC 0.13% New 26,877 $415K
Apollon Wealth Management, LLC 0.01% Reduce -11.2% 26,814 $414K
Abacus Planning Group, Inc. 0.07% Reduce -1.4% 26,780 $413K
Veracity Capital LLC 0.16% Add +3.0% 26,724 $412K
CFC Planning Co LLC 0.45% Add +24.0% 26,693 $412K
Mirova 0.07% No change 26,459 $408K
Freestone Capital Holdings, LLC 0.02% Add +127.2% 26,395 $407K
Sanders Morris Harris LLC 0.06% No change 26,000 $407K
Cohen Klingenstein LLC 0.01% No change 26,200 $404K
Blue Trust, Inc. 0.01% Add +75.3% 26,187 $404K
E Fund Management Co., Ltd. 0.02% No change 26,144 $403K
Ossiam 0.01% Add +216.8% 26,118 $403K
Jones Financial Companies LLLP 0.00% Add +128.7% 25,283 $399K
Wright Investors Service Inc. 0.13% New 25,746 $397K
Milestone Asset Management, LLC 0.08% Reduce -72.1% 25,743 $397K
Integrated Quantitative Investments LLC 0.19% Add +80.3% 25,600 $395K
Grassi Investment Management 0.04% No change 25,600 $395K
Level Four Advisory Services, LLC 0.02% Reduce -18.6% 25,596 $395K
44 Wealth Management LLC 0.15% Reduce -1.2% 25,586 $395K
Quartz Partners, LLC 0.24% Reduce -21.7% 25,434 $392K
City Center Advisors, LLC 0.45% Add +23.0% 25,107 $387K
Oxford Asset Management LLP 0.18% Add +47.5% 24,987 $386K
Qtron Investments LLC 0.06% Add +47.2% 24,752 $382K
Marex Group Ltd 0.01% New 24,468 $378K
Pines Wealth Management, LLC 0.17% Add +14.3% 30,041 $376K
Montgomery Investment Management Inc. 0.15% No change 24,250 $374K
Smithfield Trust Co 0.02% No change 23,979 $369K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -58.3% 23,860 $368K
Teewinot Capital Advisers, L.L.C. 0.04% No change 23,802 $367K
Three Seasons Wealth, LLC 0.18% No change 23,421 $364K
Beverly Hills Private Wealth, LLC 0.07% Add +0.8% 23,607 $364K
Ascent Group, LLC 0.02% Reduce -12.1% 23,501 $363K
Mufg Securities Americas Inc. 0.04% Add +21.3% 23,249 $359K
Arkadios Wealth Advisors 0.01% New 22,964 $354K
Greenleaf Trust 0.00% Reduce -13.2% 22,789 $352K
SBI Securities Co., Ltd. 0.01% Add +5.5% 22,758 $351K
Wilmington Savings Fund Society, FSB 0.01% Reduce -9.0% 22,597 $349K
Brown Advisory Inc. 0.00% Add +0.9% 22,597 $349K
Elevation Wealth Partners, LLC 0.15% No change 22,494 $347K
Forum Financial Management, LP 0.01% Reduce -4.8% 22,493 $347K
Carret Asset Management, LLC 0.04% No change 22,350 $345K
Old Port Advisors 0.10% Reduce -2.9% 22,327 $345K
Wealth Advisors Northwest LLC 0.22% No change 22,217 $343K
Werba Rubin Papier Wealth Management 0.07% Reduce -6.8% 22,108 $341K
Signaturefd, LLC 0.01% Reduce -21.8% 21,882 $338K
Profund Advisors LLC 0.01% Reduce -5.4% 21,789 $336K
Coldstream Capital Management Inc. 0.01% Reduce -9.7% 21,748 $336K
Mma Asset Management LLC 0.14% No change 21,689 $335K
Evergreen Capital Management LLC 0.01% Reduce -3.5% 21,453 $334K
Sequoia Financial Advisors, LLC 0.00% Reduce -13.8% 21,537 $332K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +46.4% 21,027 $324K
Meeder Advisory Services, Inc. 0.02% Add +17.5% 20,945 $323K
Neville Rodie & Shaw Inc. 0.03% No change 20,776 $321K
Burns Matteson Capital Management, LLC 0.17% New 20,733 $320K
Silvercrest Asset Management Group LLC 0.00% Reduce -2.3% 20,687 $319K
Brighton Jones LLC 0.01% New 20,648 $319K
Moloney Securities Asset Management, LLC 0.04% Reduce -31.6% 20,591 $318K
Bridgewater Associates 0.00% Add +78.7% 20,565 $317K
Prime Capital Investment Advisors, LLC 0.00% Add +19.0% 20,528 $317K
Checchi Capital Advisers, LLC 0.02% Reduce -1.8% 20,377 $314K
SPC Financial, Inc. 0.03% No change 20,291 $313K
Jmac Enterprises LLC 0.07% New 20,200 $312K
Centaurus Financial, Inc. 0.02% Add +30.5% 20,092 $310K
Ellevest, Inc. 0.02% Add +4.1% 20,070 $310K
Cidel Asset Management Inc. 0.02% Reduce -6.5% 20,059 $310K
Supplemental Annuity Collective Trust of NJ 0.10% No change 20,000 $309K
Paradigm Capital Management Inc. 0.02% No change 20,000 $309K
Phillips Wealth Planners LLC 0.32% Reduce -2.8% 21,649 $306K
Tocqueville Asset Management L.P. 0.01% Add +15.3% 19,739 $305K
Rathbones Group PLC 0.00% Reduce -2.5% 19,717 $304K
Two Sigma Investments, LP 0.00% Reduce -76.8% 19,600 $302K
Sowell Financial Services LLC 0.01% New 19,521 $301K
Brooklyn Investment Group 0.06% Add +7.3% 19,478 $301K
MBB Public Markets I LLC 0.03% New 19,399 $299K
Brookstone Capital Management 0.00% Reduce -0.6% 19,304 $298K
TCW Group Inc. 0.00% Add +5.8% 19,280 $297K
VestGen Advisors, LLC 0.01% — 19,222 $297K
Wendell David Associates Inc. 0.03% No change 19,200 $296K
Alteri Wealth LLC 0.13% Add +9.4% 19,005 $293K
Summit Securities Group LLC 0.20% Add +52.0% 19,000 $293K
SVB Wealth LLC 0.01% Reduce -25.1% 18,794 $290K
IMS Capital Management 0.15% New 18,714 $289K
William B. Walkup & Associates, Inc. 0.18% No change 18,695 $288K
Silver Coast Investments LLC 0.11% Add +13.7% 18,463 $285K
Whittier Trust Co. 0.00% Reduce -15.6% 18,377 $284K
Chesley Taft & Associates LLC 0.01% No change 18,272 $282K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.21% No change 18,250 $282K
Abn Amro Investment Solutions 0.01% Reduce -9.4% 18,145 $280K
GAMMA Investing LLC 0.02% Add +14.4% 17,760 $274K
Choreo, LLC 0.00% Reduce -17.7% 17,394 $271K
Frank, Rimerman Advisors LLC 0.02% Reduce -24.1% 17,569 $271K
Dumont & Blake Investment Advisors LLC 0.08% No change 17,519 $270K
Paragon Capital Management Ltd 0.06% Add +0.5% 17,478 $270K
HighPoint Advisor Group LLC 0.02% Reduce -4.1% 16,527 $270K
Western Wealth Management, LLC 0.02% Reduce -9.8% 17,356 $268K
Kessler Investment Group, LLC 0.13% Reduce -14.5% 17,300 $267K
J.W. Cole Advisors, Inc. 0.01% New 17,246 $266K
Meridian Investment Counsel Inc. 0.08% No change 17,232 $266K
Marathon Trading Investment Management LLC 0.14% New 17,000 $262K
Principal Securities, Inc. 0.01% No change 12,162 $260K
Flputnam Investment Management Co. 0.00% Reduce -13.1% 16,771 $259K
MAI Capital Management 0.00% Reduce -3.2% 16,631 $257K
GTS Securities LLC 0.01% Reduce -8.5% 16,528 $255K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -34.9% 16,488 $254K
Townsquare Capital LLC 0.00% Reduce -20.9% 16,461 $254K
Huntington National Bank 0.00% Reduce -6.7% 16,288 $251K
Bradley Foster & Sargent Inc. 0.00% Reduce -1.3% 16,231 $250K
Inlet Private Wealth, LLC 0.07% No change 16,205 $250K
Fifth Third Wealth Advisors LLC 0.01% Reduce -5.9% 16,185 $250K
West Michigan Advisors, LLC 0.08% Reduce -28.7% 15,974 $249K
Premier Path Wealth Partners, LLC 0.04% Reduce -11.0% 15,845 $244K
Sharp Wealth Advisory, LLC 0.19% Add +48.9% 15,785 $244K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.2% 15,730 $243K
Avestar Capital, LLC 0.02% Reduce -21.2% 15,709 $242K
Blueshift Asset Management, LLC 0.10% New 15,612 $241K
Van Strum & Towne Inc. 0.08% No change 15,325 $236K
Summit Trail Advisors, LLC 0.01% Reduce -12.6% 15,068 $235K
Siemens Fonds Invest GmbH 0.02% Add +7.6% 15,081 $233K
Game Creek Capital, LP 0.14% Reduce -90.1% 15,000 $231K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.04% No change 15,000 $231K
Tiaa Trust, National Association 0.00% Reduce -2.9% 14,977 $231K
Trust Asset Management LLC 0.02% Add +0.4% 14,951 $231K
Waverly Advisors, LLC 0.00% Add +13.5% 14,941 $231K
WBH Advisory Inc. 0.02% New 14,937 $230K
Scotia Capital Inc. 0.00% New 14,919 $230K
Humankind Investments LLC 0.06% Add +0.1% 14,916 $230K
Eisler Capital Management Ltd. 0.01% New 14,853 $229K
Total Clarity Wealth Management, Inc. 0.07% No change 10,696 $228K
Citizens Financial Group Inc. 0.00% Reduce -3.1% 14,674 $226K
Zacks Investment Management 0.00% Reduce -15.6% 14,534 $224K
Dark Forest Capital Management LP 0.01% Reduce -59.0% 14,504 $224K
Aspen Capital Management, LLC 0.07% — 14,481 $223K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -3.5% 14,133 $220K
Baird Financial Group, Inc. 0.00% Reduce -27.6% 14,194 $219K
Sound Income Strategies, LLC 0.01% Add +8.3% 14,136 $218K
Exchange Traded Concepts, LLC 0.00% Add +21.2% 14,108 $218K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 13,990 $217K
RHS Financial, LLC 0.12% Reduce -6.7% 13,986 $216K
Clarius Group, LLC 0.01% Reduce -0.1% 13,887 $214K
Kingsview Wealth Management, LLC 0.00% New 13,838 $214K
Lindbrook Capital, LLC 0.02% Add +42.4% 13,831 $213K
Turning Point Benefit Group, Inc. 0.20% Add +0.4% 15,860 $211K
Independent Advisor Alliance 0.01% Reduce -9.1% 13,659 $211K
GatePass Capital, LLC 0.16% New 13,650 $211K
Van Hulzen Asset Management, LLC 0.02% Reduce -56.4% 13,511 $208K
Arax Advisory Partners 0.01% Add +150.2% 13,483 $208K
True Link Financial Advisors, LLC 0.02% Reduce -0.7% 13,452 $208K
Clearstead Advisors, LLC 0.00% Add +26.5% 13,429 $207K
Simon Quick Advisors, LLC 0.01% New 13,389 $207K
First National Bank & Trust Co. of Newtown 0.04% Reduce -11.9% 13,290 $205K
Nixon Peabody Trust Co. 0.02% Add +1.3% 13,258 $205K
PDS Planning, Inc 0.02% Add +0.5% 13,114 $202K
Smith Shellnut Wilson LLC 0.09% No change 12,924 $199K
Kathmere Capital Management, LLC 0.02% Reduce -49.3% 12,918 $199K
Cigna Investments Inc. 0.04% Reduce -1.8% 12,906 $199K
Burke & Herbert Bank & Trust Co. 0.05% No change 12,841 $198K
Sunflower Bank, N.A. 0.06% Add +6.6% 12,834 $198K
Aptus Capital Advisors, LLC 0.00% Reduce -4.9% 12,687 $196K
Forvis Mazars Wealth Advisors, LLC 0.00% Add +5.4% 12,680 $196K
Wulff, Hansen & Co. 0.18% No change 12,666 $195K
Canandaigua National Trust Co of Florida 0.17% Reduce -32.8% 12,649 $195K
Compound Planning, Inc. 0.01% Reduce -11.1% 12,611 $195K
Calton & Associates, Inc. 0.04% New 12,535 $193K
Princeton Capital Management LLC 0.07% Reduce -4.0% 12,485 $193K
Jump Financial, LLC 0.00% Reduce -12.4% 12,447 $192K
Bosman Wealth Management, LLC 0.19% Reduce -80.1% 12,398 $191K
Auxier Asset Management LLC 0.03% Reduce -0.2% 12,387 $191K
Baader Bank Aktiengesellschaft 0.02% Add +0.8% 12,399 $191K
Clear Creek Financial Management, LLC 0.02% Reduce -1.4% 12,335 $190K
Lyell Wealth Management, LP 0.02% Reduce -9.5% 12,301 $190K
Welch & Forbes LLC 0.00% Reduce -38.9% 12,200 $188K
Avantax Planning Partners, Inc. 0.01% Reduce -6.4% 12,038 $186K
Stephens Inc. 0.00% Add +27.8% 11,975 $185K
First National Trust Co 0.01% Reduce -32.3% 11,776 $182K
City National Bank of Florida 0.16% Add +11.5% 11,683 $180K
Phoenix Financial Ltd. 0.00% Reduce -55.0% 11,600 $180K
Kaufman Rossin Wealth, LLC 0.13% New 11,605 $179K
Banco Santander, S.A. 0.00% Add +16.6% 11,597 $179K
Summit Financial Wealth Advisors, LLC 0.04% Add +1.8% 11,548 $178K
Simplicity Wealth,LLC 0.01% Add +10.2% 11,548 $178K
Armstrong Advisory Group, Inc. 0.01% No change 8,341 $178K
Pinnacle Financial Partners Inc 0.00% Add +6.9% 11,541 $178K
Spire Wealth Management 0.01% Add +361.0% 11,480 $177K
Avantra Family Wealth, Inc. 0.17% New 11,423 $176K
North Star Investment Management Corp. 0.01% No change 11,385 $176K
IVC Wealth Advisors LLC 0.09% New 11,381 $176K
Saxon Interests, Inc. 0.08% New 11,251 $174K
First Horizon Advisors, Inc. 0.00% Reduce -7.6% 11,060 $171K
Perennial Advisors, LLC 0.03% No change 11,030 $170K
Orion Porfolio Solutions, LLC 0.00% Reduce -12.7% 11,028 $170K
Orion Portfolio Solutions, LLC 0.00% Reduce -12.7% 11,028 $170K
Sentry LLC 0.03% No change 11,024 $170K
Coppell Advisory Solutions LLC 0.02% Add +0.5% 10,402 $170K
Marcum Wealth, LLC 0.01% Reduce -33.3% 10,979 $169K
GeoWealth Management, LLC 0.01% Reduce -11.0% 10,947 $169K
Herold Advisors, Inc. 0.04% Add +10.1% 10,945 $169K
Private Trust Co. NA 0.02% Reduce -22.2% 10,944 $169K
PEAK6 LLC 0.01% New 10,817 $167K
D'Orazio & Associates, Inc. 0.03% Add +0.6% 10,788 $166K
Essex Financial Services, Inc. 0.01% Reduce -19.7% 10,762 $166K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +386.5% 10,708 $165K
Sivia Capital Partners, LLC 0.08% New 10,656 $164K
OneDigital Investment Advisors LLC 0.00% New 10,651 $164K
Parcion Private Wealth LLC 0.01% Reduce -96.8% 10,643 $164K
Sagespring Wealth Partners, LLC 0.00% Reduce -36.7% 10,617 $164K
Sage Mountain Advisors LLC 0.01% New 10,549 $163K
CENTRAL TRUST Co 0.00% Reduce -7.7% 10,531 $162K
Perpetual Ltd 0.00% New 10,526 $162K
EverSource Wealth Advisors, LLC 0.01% Add +42.7% 10,450 $161K
First Financial Bankshares Inc 0.00% Add +0.0% 10,432 $161K
Ironwood Investment Management LLC 0.09% No change 10,356 $160K
Oliver Luxxe Assets LLC 0.03% Reduce -95.5% 10,314 $159K
William Blair Investment Management, LLC 0.00% New 10,254 $158K
Johnson Investment Counsel Inc. 0.00% New 10,203 $157K
Spinnaker Trust 0.01% No change 10,070 $155K
Patten & Patten Inc. 0.01% No change 10,023 $155K
Peterson Wealth Services 0.05% Reduce -2.7% 9,985 $154K
Erste Asset Management GmbH 0.00% Reduce -92.7% 9,500 $150K
State of Wyoming 0.02% Add +51.7% 9,717 $150K
UMB Bank, n.a. 0.00% Reduce -7.0% 9,632 $149K
Eastern Bank 0.00% No change 9,560 $148K
Anchor Investment Management, LLC 0.01% No change 9,550 $147K
Wedmont Private Capital 0.01% Add +1.8% 10,335 $146K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -11.4% 9,189 $142K
Covestor Ltd 0.09% Add +195.2% 8,981 $139K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -4.0% 8,385 $129K
Edmond DE Rothschild Holding S.A. 0.00% Add +25.4% 8,340 $129K
Trust Co. of Vermont 0.01% No change 8,322 $128K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.08% No change 8,200 $127K
CI Investments Inc. 0.00% Reduce -6.2% 8,109 $125K
HM Payson & Co. 0.00% Add +15.6% 8,088 $125K
LMR Partners LLP 0.00% New 8,024 $124K
Oakworth Capital, Inc. 0.01% No change 7,978 $123K
Versant Capital Management, Inc 0.02% Add +53.9% 7,862 $121K
Ascentis Wealth Management, LLC 0.03% Add +598.0% 6,924 $108K
Walleye Capital LLC 0.00% Reduce -98.6% 6,922 $107K
Wolff Wiese Magana LLC 0.07% No change 6,908 $107K
Mather Group, Llc. 0.00% Reduce -9.0% 6,880 $106K
Groupe la Francaise 0.00% Reduce -83.7% 6,515 $104K
Estabrook Capital Management 0.02% No change 6,400 $99K
Deseret Mutual Benefit Administrators 0.04% Reduce -5.1% 5,820 $90K
MassMutual Private Wealth & Trust, FSB 0.00% Add +18.3% 5,686 $88K
Raiffeisen Bank International AG 0.00% Reduce -90.8% 5,477 $86K
Larson Financial Group LLC 0.00% Add +16.7% 5,370 $83K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.8% 5,142 $79K
Indiana Trust & Investment Management Co 0.03% No change 5,000 $77K
Central Pacific Bank - Trust Division 0.01% No change 5,000 $77K
Security National Bank 0.01% No change 4,975 $77K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,597 $71K
TD Waterhouse Canada Inc. 0.00% Add +8.4% 4,413 $69K
Geneos Wealth Management Inc. 0.00% Add +44.7% 4,456 $69K
Cromwell Holdings LLC 0.04% Add +1.9% 4,178 $65K
Colonial Trust Co / SC 0.01% Reduce -5.8% 4,164 $64K
Key Financial Inc 0.01% No change 4,116 $64K
Silvant Capital Management LLC 0.00% No change 3,879 $60K
Quent Capital, LLC 0.01% Reduce -9.9% 3,855 $59K
Hanson & Doremus Investment Management 0.01% New 3,830 $59K
AdvisorNet Financial, Inc 0.00% Add +4.5% 3,797 $59K
Gen-Wealth Partners Inc 0.02% No change 3,742 $58K
Sittner & Nelson, LLC 0.02% No change 3,728 $58K
Ransom Advisory, Ltd 0.03% No change 3,700 $57K
Harbour Investments, Inc. 0.00% Reduce -13.9% 3,651 $56K
AlphaCore Capital LLC 0.00% New 3,611 $56K
Addison Advisors LLC 0.01% Add +8.4% 3,559 $55K
Brown Brothers Harriman & Co. 0.00% Reduce -44.9% 3,485 $54K
Clean Yield Group 0.02% No change 3,471 $54K
Cullen/Frost Bankers, Inc. 0.00% Add +90.3% 3,438 $53K
Cary Street Partners Financial LLC 0.00% New 3,346 $52K
Webster Bank, N. A. 0.01% No change 3,200 $49K
Ceeto Capital Group, LLC 0.02% No change 3,000 $47K
Itau Unibanco Holding S.A. 0.00% Reduce -0.4% 3,036 $47K
Rothschild Investment LLC 0.00% Reduce -19.9% 3,043 $47K
Asset Dedication, LLC 0.00% Reduce -8.7% 3,009 $46K
JNBA Financial Advisors 0.00% No change 2,946 $45K
Johnson Financial Group, Inc. 0.00% No change 2,900 $45K
Tompkins Financial Corp. 0.00% No change 2,878 $44K
Bokf, NA 0.00% No change 2,857 $44K
Motco 0.00% No change 2,800 $43K
Pacific Center for Financial Services 0.01% No change 2,784 $43K
Plato Investment Management Ltd 0.00% Reduce -93.9% 2,743 $43K
SouthState Bank Corp 0.00% New 2,727 $42K
Hexagon Capital Partners LLC 0.01% Add +4.0% 2,685 $41K
Wayfinding Financial, LLC 0.02% New 2,689 $41K
AlphaQuest LLC 0.00% Reduce -67.3% 2,653 $41K
Bell Investment Advisors, Inc 0.01% Reduce -3.6% 2,588 $40K
Parkside Financial Bank & Trust 0.01% Add +4.8% 2,539 $39K
Rakuten Securities, Inc. 0.02% Add +340.8% 2,464 $38K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +250.0% 2,450 $38K
Opal Wealth Advisors, LLC 0.01% New 2,400 $37K
Transce3nd, LLC 0.02% Add +2937.2% 2,369 $37K
IFP Advisors, Inc 0.00% Add +32.4% 2,212 $34K
Financial Freedom, LLC 0.02% Add +76.8% 2,197 $34K
Physician Wealth Advisors, Inc. 0.01% No change 2,138 $33K
MorganRosel Wealth Management, LLC 0.01% New 2,017 $31K
American National Bank & Trust 0.00% No change 2,015 $31K
Caldwell Sutter Capital, Inc. 0.01% Add +4.0% 1,975 $30K
Montag A & Associates Inc. 0.00% No change 1,885 $29K
Conquis Financial LLC 0.03% No change 1,897 $29K
Syntax Research, Inc. 0.02% No change 1,897 $29K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,896 $29K
Hemington Wealth Management 0.00% Reduce -1.5% 1,920 $29K
Zions Bancorporation, National Association 0.00% — 1,719 $27K
Bruce G. Allen Investments, LLC 0.02% Add +345.0% 1,700 $26K
Glass Jacobson Investment Advisors llc 0.01% No change 1,176 $25K
SWAN Capital LLC 0.01% No change 1,614 $25K
Alpine Bank Wealth Management 0.00% — 1,600 $25K
Capital Analysts, LLC 0.00% No change 1,578 $24K
Meeder Asset Management Inc. 0.00% New 1,546 $24K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 1,546 $24K
WASHINGTON TRUST Co 0.00% Add +32.7% 1,539 $24K
Hara Capital LLC 0.02% Add +15.3% 1,509 $23K
Rossby Financial, LCC 0.01% New 1,421 $23K
Coston, McIsaac & Partners 0.01% No change 1,523 $23K
Valley National Advisers Inc. 0.00% Add +7.1% 1,523 $23K
WFA Asset Management Corp 0.01% Reduce -1.5% 1,275 $23K
Ameriflex Group, Inc. 0.01% No change 1,455 $22K
Mission Creek Capital Partners, Inc. 0.01% Add +3.4% 10,761 $22K
JFS Wealth Advisors, LLC 0.00% Add +2.6% 1,372 $21K
SOA Wealth Advisors, LLC. 0.00% Add +0.1% 1,359 $21K
Consultiva Wealth Management, Corp. 0.07% No change 1,321 $20K
Valley Wealth Managers, Inc. 0.00% No change 1,274 $20K
St Germain D J Co. Inc. 0.00% No change 1,265 $20K
Union Savings Bank 0.01% No change 1,263 $19K
ORG Partners LLC 0.00% Add +402.4% 1,231 $19K
Manchester Capital Management LLC 0.00% Reduce -3.9% 1,234 $19K
Beacon Capital Management, LLC 0.00% Add +0.5% 1,222 $19K
ESL Trust Services, LLC 0.00% No change 1,200 $19K
Kestra Investment Management, LLC 0.00% New 1,198 $18K
Putney Financial Group LLC 0.02% No change 1,171 $18K
Rise Advisors, LLC 0.01% Reduce -20.6% 1,081 $17K
Ancora Advisors LLC 0.00% Reduce -31.6% 1,072 $17K
Albion Financial Group 0.00% No change 1,066 $16K
CoreCap Advisors, LLC 0.00% Add +41.6% 1,045 $16K
WPG Advisers, LLC 0.01% Add +179.0% 1,035 $16K
Grove Bank & Trust 0.00% No change 1,023 $16K
Cranbrook Wealth Management, LLC 0.00% No change 1,005 $16K
Centennial Bank 0.01% No change 1,000 $15K
Centerpoint Advisors, LLC 0.01% Reduce -24.8% 1,000 $15K
CKW Financial Group 0.00% No change 984 $15K
TrinityBridge Ltd 0.00% No change 1,000 $15K
West Paces Advisors Inc. 0.00% No change 972 $15K
Concord Wealth Partners 0.00% Reduce -52.1% 958 $15K
Caldwell Trust Co 0.00% No change 928 $14K
S.A. Mason LLC 0.01% No change 917 $14K
Cary Street Partners Investment Advisory LLC 0.01% New 908 $14K
Hantz Financial Services, Inc. 0.00% Add +1.3% 924 $14K
McIlrath & Eck, LLC 0.00% No change 906 $14K
Costello Asset Management, INC 0.01% New 903 $14K
TruNorth Capital Management, LLC 0.00% No change 900 $14K
Prestige Wealth Management Group LLC 0.00% No change 879 $14K
Sachetta, LLC 0.01% Reduce -3.4% 883 $14K
First Community Trust NA 0.01% No change 850 $13K
Allianz SE 0.00% No change 840 $13K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 836 $13K
Wood Tarver Financial Group, LLC 0.00% No change 809 $12K
Pinnacle Bancorp, Inc. 0.00% No change 801 $12K
PARK CIRCLE Co 0.01% No change 800 $12K
North Ridge Wealth Advisors, Inc. 0.01% Add +278.2% 779 $12K
GW&K Investment Management, LLC 0.00% Add +6.2% 760 $12K
Rosenberg Matthew Hamilton 0.00% No change 767 $12K
Wealth Preservation Advisors, LLC 0.01% — 754 $12K
Perkins Coie Trust Co 0.00% No change 740 $11K
Creative Financial Designs Inc. 0.00% Add +3.5% 730 $11K
Avion Wealth 0.00% No change 517 $11K
Financial Management Professionals, Inc. 0.00% Reduce -50.2% 712 $11K
Salem Investment Counselors Inc. 0.00% Reduce -56.3% 700 $11K
Stonebridge Financial Group, LLC 0.00% Add +1.7% 702 $11K
Global Wealth Strategies & Associates 0.00% No change 684 $11K
Aventura Private Wealth, LLC 0.01% New 671 $10K
Ogorek Anthony Joseph /NY/ 0.00% New 670 $10K
Resources Management Corp. /CT/ 0.00% New 625 $10K
Salomon & Ludwin, LLC 0.00% No change 636 $10K
CVA Family Office, LLC 0.00% Reduce -52.7% 634 $10K
First Command Advisory Services, Inc. 0.00% No change 632 $10K
MV Capital Management, Inc. 0.00% Reduce -17.8% 617 $10K
Bank & Trust Co 0.01% No change 616 $10K
New Millennium Group LLC 0.01% Reduce -10.2% 606 $9K
Crowley Wealth Management, Inc. 0.01% No change 601 $9K
Kelly Lawrence W & Associates Inc. 0.00% No change 600 $9K
Tidemark, LLC 0.00% No change 592 $9K
Capital Advisors, Ltd. LLC 0.00% Reduce -1.4% 551 $9K
Boyd Watterson Asset Management LLC 0.00% No change 560 $9K
CBIZ Investment Advisory Services, LLC 0.00% Add +6.2% 531 $8K
Sandy Spring Bank 0.00% Reduce -47.7% 519 $8K
Saudi Central Bank 0.04% New 518 $8K
Tanglewood Legacy Advisors, LLC 0.00% No change 502 $8K
Murphy & Mullick Capital Management Corp 0.01% Add +33.1% 494 $8K
SJS Investment Consulting Inc. 0.00% Add +3.0% 443 $7K
Financial Network Wealth Advisors LLC 0.01% Add +15.5% 439 $7K
Bogart Wealth, LLC 0.00% No change 436 $7K
Horizon Financial Services, LLC 0.00% No change 416 $6K
Pflug Koory, LLC 0.00% No change 416 $6K
Private Wealth Management Group, LLC 0.00% Reduce -51.3% 403 $6K
Family CFO Inc 0.00% No change 400 $6K
Heritage Wealth Advisors 0.00% No change 400 $6K
Banque Transatlantique SA 0.00% New 400 $6K
Sierra Ocean, LLC 0.00% Reduce -43.8% 395 $6K
Raffa Wealth Management, LLC 0.00% Reduce -30.1% 394 $6K
Colonial Trust Advisors 0.00% Add +34.5% 390 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 372 $6K
Roble, Belko & Company, Inc 0.00% No change 400 $6K
BOK Financial Private Wealth, Inc. 0.00% Reduce -10.1% 383 $6K
Private Wealth Asset Management, LLC 0.00% — 382 $6K
Delta Asset Management LLC 0.00% No change 375 $6K
Carolinas Wealth Consulting LLC 0.00% Add +32.6% 374 $6K
Abound Wealth Management 0.00% Reduce -11.9% 363 $6K
Advantage Trust Co 0.00% No change 360 $6K
Kings Path Partners LLC 0.00% No change 358 $6K
Davis Capital Management 0.00% No change 340 $5K
Kozak & Associates, Inc. 0.00% Add +0.6% 367 $5K
Millstone Evans Group, LLC 0.00% No change 331 $5K
Elequin Capital, LP 0.00% Reduce -81.1% 331 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 300 $5K
Kiker Wealth Management, LLC 0.00% New 316 $5K
Center for Financial Planning, Inc. 0.00% No change 316 $5K
Dunhill Financial, LLC 0.00% Reduce -10.3% 305 $5K
Rialto Wealth Management, LLC 0.00% Add +36.0% 302 $5K
Hollencrest Capital Management 0.00% No change 294 $5K
Whipplewood Advisors, LLC 0.00% Reduce -9.6% 253 $4K
Olistico Wealth, LLC 0.00% Add +28.5% 257 $4K
Synergy Investment Management, LLC 0.00% No change 250 $4K
City Holding Co. 0.00% No change 250 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 247 $4K
Bellwether Advisors, LLC 0.00% No change 233 $4K
Sunbelt Securities, Inc. 0.00% Reduce -48.3% 224 $3K
Cape Investment Advisory, Inc. 0.00% No change 224 $3K
WealthCollab, LLC 0.00% No change 218 $3K
Clear Investment Research, LLC 0.00% Add +0.5% 217 $3K
Principia Wealth Advisory, LLC 0.00% Add +666.7% 230 $3K
Harbor Investment Advisory, LLC 0.00% Reduce -57.0% 211 $3K
Holos Integrated Wealth LLC 0.00% No change 200 $3K
Fourth Dimension Wealth, LLC 0.00% No change 200 $3K
S&T Bank 0.00% No change 200 $3K
West Branch Capital LLC 0.00% No change 200 $3K
Vermillion Wealth Management, Inc. 0.00% No change 200 $3K
Archer Investment Corp 0.00% No change 200 $3K
Hoey Investments, Inc. 0.00% No change 200 $3K
Crews Bank & Trust 0.00% No change 200 $3K
Bollard Group LLC 0.00% Add +0.6% 182 $3K
N.E.W. Advisory Services LLC 0.00% New 189 $3K
PFG Private Wealth Management, LLC 0.00% New 184 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -12.7% 179 $3K
Ruedi Wealth Management, Inc. 0.00% No change 176 $3K
NewSquare Capital LLC 0.00% Add +168.8% 172 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 170 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 164 $3K
Fortis Group Advisors, LLC 0.00% No change 163 $3K
Smallwood Wealth Investment Management, LLC 0.00% New 160 $2K
HWG Holdings LP 0.00% New 147 $2K
Strategic Investment Solutions, Inc. 0.00% New 146 $2K
Highline Wealth Partners LLC 0.00% Add +57.0% 135 $2K
Bfsg, LLC 0.00% No change 133 $2K
Fortitude Family Office, LLC 0.00% Reduce -8.8% 125 $2K
GF Fund Management Co. LTD. 0.00% New 123 $2K
Park Place Capital Corp 0.00% No change 121 $2K
Hughes Financial Services, LLC 0.00% New 112 $2K
North Capital, Inc. 0.00% — 111 $2K
Financial Perspectives, Inc 0.00% No change 110 $2K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -4.3% 110 $2K
MCF Advisors LLC 0.00% Reduce -36.7% 107 $2K
Creative Capital Management Investments LLC 0.00% No change 106 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -23.1% 103 $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
Cornerstone Planning Group LLC 0.00% Add +488.2% 100 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 92 $1K
Nemes Rush Group LLC 0.00% No change 90 $1K
Graney & King, LLC 0.00% Add +1.1% 88 $1K
Dogwood Wealth Management LLC 0.00% New 85 $1K
Blume Capital Management, Inc. 0.00% New 84 $1K
True Wealth Design, LLC 0.00% Reduce -98.2% 81 $1K
Global Financial Private Client, LLC 0.00% Add +120.0% 77 $1K
Trifecta Capital Advisors, LLC 0.00% No change 71 $1K
Activest Wealth Management 0.00% New 69 $1K
Caitong International Asset Management Co., Ltd 0.00% New 65 $1K
Tsfg, LLC 0.00% No change 63 $1K
Transamerica Financial Advisors, LLC 0.00% No change 7 $1K
Cheviot Value Management, LLC 0.00% New 55 $917
GPS Wealth Strategies Group, LLC 0.00% Add +4.0% 52 $803
Pineridge Advisors LLC 0.00% Reduce -61.8% 52 $798
Pittenger & Anderson Inc. 0.00% No change 50 $772
Tradewinds Capital Management, LLC 0.00% No change 44 $686
Goodman Advisory Group, LLC 0.00% New 43 $663
Stone House Investment Management, LLC 0.00% New 43 $663
Binnacle Investments Inc 0.00% — 42 $648
REAP Financial Group, LLC 0.00% No change 40 $617
Golden State Wealth Management, LLC 0.00% No change 40 $617
Nvwm, LLC 0.00% Add +15.6% 37 $571
MPWM Advisory Solutions, LLC 0.00% No change 36 $555
Accordant Advisory Group Inc 0.00% No change 31 $479
Cherry Tree Wealth Management, LLC 0.00% No change 31 $479
TFC Financial Management, Inc. 0.00% No change 29 $448
Winnacle Wealth LLC 0.00% Add +44.4% 26 $401
WealthTrak Capital Management LLC 0.00% Add +150.0% 25 $386
Mark Sheptoff Financial Planning, LLC 0.00% No change 25 $386
Halbert Hargrove Global Advisors, LLC 0.00% New 24 $371
Brown, Lisle/Cummings, Inc. 0.00% New 24 $370
WestEnd Advisors, LLC 0.00% Add +250.0% 21 $324
Maryland Capital Advisors Inc. 0.00% No change 19 $294
Parkworth Wealth Management, Inc. 0.00% No change 19 $293
Valued Wealth Advisors LLC 0.00% Reduce -82.9% 18 $281
Continuum Advisory, LLC 0.00% Reduce -60.9% 18 $278
Kimelman & Baird, LLC 0.00% No change 15 $232
Chesapeake Asset Management LLC 0.00% New 15 $231
Bay Harbor Wealth Management, LLC 0.00% New 14 $217
Morse Asset Management, Inc 0.00% No change 14 $216
Greenline Partners, LLC 0.00% New 14 $216
Aspect Partners, LLC 0.00% No change 13 $201
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -97.0% 10 $155
Cedar Mountain Advisors, LLC 0.00% No change 10 $154
HFM Investment Advisors, LLC 0.00% — 8 $124
GoalVest Advisory LLC 0.00% New 8 $123
City State Bank 0.00% No change 8 $123
Laurel Wealth Advisors LLC 0.00% No change 3 $34
Main Street Group, LTD 0.00% No change 2 $31
Raleigh Capital Management Inc. 0.00% Reduce -100.0% 1 $18
Pillar Financial Advisors, LLC 0.00% No change 1 $16
Briaud Financial Planning Inc 0.00% No change 15 $0
McClarren Financial Advisors, Inc. 0.00% New 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.