Hewlett Packard EnterpriseHPE

13F holders, Q2 2025 (June 30)
1,036holders +3
119new positions
117sold out
12famous investors
$20.46avg. 13F price*

At the end of Q2 2025, 1,036 institutions reported holding Hewlett Packard Enterprise (HPE) in their 13F filings, up 3 from Q1 2025. 119 opened new positions and 117 sold out. The largest holders were Vanguard Group Inc. ($3.5B), BlackRock, Inc. ($2.8B) and State Street Corp. ($1.5B). 12 famous investors held it, including Paul Singer (3.2% of Elliott Investment Management's portfolio), Alex Sacerdote (0.5% of Whale Rock Capital Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions119$729.6M
Exits117$256.8M

All 13F filers, Q1 2025 → Q2 2025: 128,328,601 shares bought and 152,073,295 shares sold, net −23,744,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,036 holders

Vanguard Group Inc. 0.06% Add +1.6% 169,804,055 $3.5B
BlackRock, Inc. 0.05% Add +6.6% 137,553,957 $2.8B
State Street Corp. 0.06% Add +2.5% 73,552,085 $1.5B
Bank of America Corp. 0.09% Reduce -3.0% 51,846,776 $1.1B
JPMorgan Chase & Co. 0.07% Reduce -17.4% 47,124,039 $963.7M
Geode Capital Management, LLC 0.05% Add +2.1% 34,421,976 $701.9M
Goldman Sachs Group Inc. 0.09% Reduce -48.3% 26,003,868 $531.8M
Primecap Management Co. 0.39% Reduce -14.9% 23,804,787 $486.8M
Elliott Investment Management 3.15% New 18,630,978 $381.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +4.8% 18,427,444 $376.8M
Dimensional Fund Advisors LP 0.09% Add +5.4% 18,263,017 $373.3M
Morgan Stanley 0.02% Add +8.7% 17,613,944 $360.2M
Ameriprise Financial Inc. 0.09% Reduce -27.0% 16,841,590 $344.6M
Invesco Ltd. 0.06% Reduce -18.0% 16,117,080 $329.6M
Slate Path Capital LP 5.61% Add +36.2% 15,896,242 $325.1M
Northern Trust Corp. 0.04% Reduce -6.0% 15,721,767 $321.5M
Barclays PLC 0.13% Add +157.2% 15,591,367 $318.8M
National Bank of Canada 0.31% Reduce -13.0% 14,166,869 $289.7M
Legal & General Group Plc 0.07% Reduce -9.0% 13,204,694 $270.0M
Nuveen, LLC 0.07% Reduce -1.4% 12,841,472 $262.6M
LSV Asset Management 0.61% Reduce -8.1% 12,665,341 $259.0M
Schroder Investment Management Group 0.18% Add +192.4% 10,599,242 $216.8M
Amundi 0.07% Add +43.0% 9,910,108 $210.5M
First Trust Advisors LP 0.17% Add +5.3% 10,045,050 $205.4M
Charles Schwab Investment Management Inc. 0.04% Add +2.4% 9,980,034 $204.1M
Raymond James Financial Inc. 0.07% Reduce -10.1% 9,622,196 $196.8M
Citadel Advisors 0.17% Add +767.6% 9,578,905 $195.9M
Deutsche Bank AG 0.07% Reduce -11.6% 9,063,537 $185.3M
Assenagon Asset Management S.A. 0.29% Add +3847.1% 8,831,262 $180.6M
Nordea Investment Management AB 0.15% Add +2.1% 7,945,771 $166.0M
Bank of New York Mellon Corp 0.03% Reduce -5.2% 8,116,502 $166.0M
HSBC Holdings PLC 0.10% Add +0.3% 7,867,916 $161.1M
UBS Group AG 0.03% Reduce -82.8% 7,316,604 $149.6M
AQR Capital Management 0.11% Reduce -48.5% 6,444,345 $131.8M
Norges Bank 0.01% Reduce -4.2% 5,383,516 $110.1M
Royal Bank of Canada 0.02% Add +56.3% 5,295,034 $108.3M
Nomura Holdings Inc. 0.87% Reduce -33.1% 5,276,255 $107.9M
Mizuho Markets Cayman LP 7.58% New 5,168,695 $105.7M
Epoch Investment Partners, Inc. 0.54% Add +0.5% 5,066,383 $103.6M
Allianz Asset Management GmbH 0.14% Reduce -12.8% 4,949,330 $101.2M
Retirement Systems of Alabama 0.35% Add +4.1% 4,798,764 $98.1M
Jane Street Group, LLC 0.14% Add +91.4% 4,274,998 $87.4M
Swiss National Bank 0.05% Add +7.2% 3,976,300 $81.3M
BNP Paribas Financial Markets 0.06% Reduce -9.8% 3,907,465 $79.9M
ING Groep NV 0.45% Add +436.2% 3,642,842 $74.5M
National Pension Service 0.06% Reduce -0.1% 3,453,055 $70.6M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -14.3% 3,147,019 $64.4M
Balyasny Asset Management L.P. 0.14% New 3,066,295 $62.7M
FMR LLC 0.00% Add +41.2% 3,027,850 $61.9M
LPL Financial LLC 0.02% Add +8.0% 2,750,680 $56.3M
California Public Employees Retirement System 0.03% Add +2.3% 2,612,927 $53.4M
Rhumbline Advisers 0.05% Add +0.3% 2,597,839 $53.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +7.2% 2,565,276 $52.5M
Mackenzie Financial Corp. 0.07% Reduce -15.7% 2,523,169 $51.6M
Citigroup Inc. 0.04% Reduce -11.3% 2,471,902 $50.6M
CANADA LIFE ASSURANCE Co 0.08% Add +8.3% 2,428,324 $49.7M
Cibc World Markets Corp. 0.31% Add +1360.7% 2,315,296 $47.3M
Twin Tree Management, LP 1.17% Add +189.4% 2,272,508 $46.5M
Wells Fargo & Company 0.01% Add +5.0% 2,255,444 $46.1M
Man Group plc 0.10% Reduce -26.9% 2,255,215 $46.1M
California State Teachers Retirement System 0.05% Add +5.1% 2,194,641 $44.9M
AXA S.A. 0.12% Add +27.7% 2,107,460 $43.1M
Canada Pension Plan Investment Board 0.03% Add +4609.9% 1,962,919 $40.1M
Squarepoint Ops LLC 0.09% Add +2891.1% 1,910,509 $39.1M
Whale Rock Capital Management 0.54% No change 1,908,017 $39.0M
T. Rowe Price Associates Inc. 0.00% Add +0.3% 1,903,999 $38.9M
Aberdeen Group plc 0.07% Add +14.3% 1,843,404 $38.5M
Victory Capital Management Inc. 0.02% Reduce -26.2% 1,847,570 $37.8M
Russell Investments Group, Ltd. 0.05% Reduce -5.2% 1,839,649 $37.3M
Storebrand Asset Management As 0.11% Reduce -4.8% 1,784,377 $36.5M
Sei Investments Co. 0.04% Add +36.7% 1,765,037 $36.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +23.3% 1,756,446 $35.9M
Alliancebernstein L.P. 0.01% Reduce -14.0% 1,747,071 $35.7M
Vontobel Holding Ltd. 0.12% Reduce -2.0% 1,719,242 $35.2M
Boston Partners 0.04% Reduce -9.7% 1,638,401 $33.5M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -3.8% 1,587,437 $32.5M
Connor, Clark & Lunn Investment Management Ltd. 0.11% Reduce -14.6% 1,544,512 $31.6M
GMO 0.10% Reduce -34.1% 1,540,473 $31.5M
Principal Financial Group Inc. 0.02% Reduce -7.8% 1,531,586 $31.3M
AustralianSuper Pty Ltd 0.14% Reduce -6.4% 1,378,402 $28.2M
State Board of Administration of Florida Retirement System 0.05% Add +3.1% 1,335,671 $27.3M
TD Asset Management Inc 0.02% Reduce -17.3% 1,305,875 $26.7M
Gotham Asset Management 0.16% Add +105.3% 1,299,794 $26.6M
American Century Companies Inc. 0.01% Reduce -35.3% 1,275,671 $26.1M
Engineers Gate Manager LP 0.32% New 1,268,939 $25.9M
Bridgewater Associates 0.10% Add +5872.9% 1,228,335 $25.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -16.0% 1,225,891 $25.1M
Robeco Institutional Asset Management B.V. 0.04% Reduce -8.0% 1,215,054 $24.8M
Glenmede Investment Management, LP 0.13% — 1,210,370 $24.8M
STRS Ohio 0.09% Add +19.0% 1,208,270 $24.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -37.8% 1,186,521 $24.3M
Aviva PLC 0.05% Reduce -54.4% 1,176,542 $24.1M
New York State Teachers Retirement System 0.05% Reduce -10.0% 1,142,885 $23.4M
MUFG Securities EMEA plc 1.05% Add +80.9% 1,126,869 $23.0M
Millennium Management 0.02% Add +50.9% 1,108,003 $22.7M
Natixis Advisors, LLC 0.04% Add +74.5% 1,098,257 $22.5M
Penserra Capital Management LLC 0.31% Add +37.1% 1,095,375 $22.4M
Korea Investment CORP 0.05% Reduce -0.8% 1,079,653 $22.1M
Treasurer of the State of North Carolina 0.07% Add +41.0% 1,078,677 $22.1M
Bank of Nova Scotia 0.05% Add +43.9% 1,075,467 $22.0M
Walleye Capital LLC 0.23% Add +15417.0% 1,074,089 $22.0M
DekaBank Deutsche Girozentrale 0.04% Add +2.6% 1,032,693 $21.9M
Voya Investment Management LLC 0.03% Reduce -3.3% 1,070,787 $21.9M
Nisa Investment Advisors, LLC 0.09% Reduce -41.1% 1,018,736 $21.0M
GDS Wealth Management 1.52% Add +28.4% 1,021,600 $20.9M
LMR Partners LLP 0.47% Add +12537.1% 1,014,002 $20.7M
Ensign Peak Advisors, Inc 0.04% Add +97.0% 1,011,922 $20.7M
Bank of Montreal 0.01% Reduce -12.8% 1,001,910 $20.5M
Adage Capital Partners Gp, L.L.C. 0.03% Add +19.4% 953,136 $19.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.51% Reduce -29.9% 924,597 $18.9M
Woodline Partners LP 0.10% New 920,501 $18.8M
Envestnet Asset Management Inc. 0.01% Add +10.3% 900,683 $18.4M
New York State Common Retirement Fund 0.02% Add +1.9% 897,774 $18.4M
Federated Hermes, Inc. 0.03% Reduce -28.3% 894,797 $18.3M
Andra AP-fonden 0.25% Add +36.7% 891,860 $18.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +18.5% 888,208 $18.1M
UniSuper Management Pty Ltd 0.12% Add +27.7% 848,030 $17.3M
KBC Group NV 0.05% Reduce -47.3% 845,242 $17.3M
Verition Fund Management LLC 0.10% Add +1245.7% 841,308 $17.2M
Freestone Grove Partners LP 0.13% Add +181.5% 820,365 $16.8M
Pictet Asset Management Holding SA 0.02% Reduce -1.9% 804,102 $16.4M
SG Americas Securities, LLC 0.07% Add +332.2% 791,220 $16.2M
Prudential Financial Inc. 0.02% Reduce -70.3% 769,921 $15.7M
Gabelli Funds LLC 0.11% Reduce -0.8% 766,589 $15.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.2% 755,172 $15.4M
ExodusPoint Capital Management, LP 0.18% New 730,064 $14.9M
Minneapolis Portfolio Management Group, LLC 1.84% Add +1.1% 726,576 $14.9M
Cantor Fitzgerald Investment Advisors L.P. 1.05% Add +0.4% 726,345 $14.9M
Danske Bank A/S 0.04% Add +23.9% 719,058 $14.7M
State of Wisconsin Investment Board 0.04% Reduce -5.0% 707,520 $14.5M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.7% 696,075 $14.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -0.4% 682,058 $14.0M
Crossmark Global Holdings, Inc. 0.23% Add +12.5% 682,135 $13.9M
Swedbank AB 0.02% Add +7.9% 681,696 $13.9M
Royal London Asset Management Ltd. 0.03% Reduce -1.0% 646,761 $13.2M
Illinois Municipal Retirement Fund 0.18% Reduce -17.3% 635,277 $13.0M
Quantinno Capital Management LP 0.06% Add +37.2% 621,368 $12.7M
Stifel Financial Corp. 0.01% Add +20.2% 619,632 $12.7M
Freemont Management S.A. 2.09% Add +577.0% 619,500 $12.7M
Arrowstreet Capital, Limited Partnership 0.01% New 617,743 $12.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +67.6% 611,001 $12.5M
Clifford Swan Investment Counsel LLC 0.44% No change 604,258 $12.4M
O'shaughnessy Asset Management, LLC 0.08% Add +13.9% 603,765 $12.3M
Franklin Resources Inc. 0.00% Reduce -57.4% 588,332 $12.0M
Neuberger Berman Group LLC 0.01% Reduce -24.3% 576,260 $11.8M
Asset Management One Co., Ltd. 0.04% Add +6.9% 571,588 $11.7M
Toronto Dominion Bank 0.02% Add +15.1% 557,025 $11.4M
Lazard Asset Management LLC 0.02% Add +18.7% 534,868 $10.9M
Hodges Capital Management Inc. 1.05% Reduce -1.5% 533,852 $10.9M
State of Michigan Retirement System 0.06% Add +2.8% 523,181 $10.7M
APG Asset Management N.V. 0.03% Reduce -1.2% 610,208 $10.6M
Public Employees Retirement System of Ohio 0.03% Add +5.6% 504,433 $10.3M
GAMCO Investors 0.10% Add +0.8% 501,148 $10.2M
Advisors Asset Management, Inc. 0.18% Add +46.5% 498,349 $10.2M
Mn Services Vermogensbeheer B.V. 0.07% Add +4.4% 491,000 $10.0M
Susquehanna International Group, LLP 0.02% Reduce -52.7% 486,932 $10.0M
Point72 Asset Management 0.02% New 470,809 $9.6M
Resona Asset Management Co.,Ltd. 0.05% Add +6.2% 471,733 $9.5M
Tidal Investments LLC 0.06% Reduce -27.8% 464,427 $9.5M
CastleKnight Management LP 0.64% Reduce -15.3% 464,200 $9.5M
P Schoenfeld Asset Management LP 3.02% New 460,000 $9.4M
Handelsbanken Fonder AB 0.03% Reduce -44.4% 459,607 $9.4M
PNC Financial Services Group, Inc. 0.01% Add +17.7% 454,628 $9.3M
Rafferty Asset Management, LLC 0.03% Add +24.0% 453,096 $9.3M
KLP Kapitalforvaltning As 0.04% Add +4.3% 448,211 $9.2M
Impax Asset Management Group plc 0.05% Add +867.8% 446,868 $9.1M
Nomura Asset Management Co. Ltd. 0.03% Add +0.3% 446,475 $9.1M
Ruffer LLP 0.40% Reduce -33.8% 440,760 $9.0M
State of New Jersey Common Pension Fund D 0.03% Reduce -0.3% 436,896 $8.9M
Shelton Capital Management 0.20% Reduce -0.1% 426,367 $8.7M
Clearline Capital LP 0.77% Reduce -0.1% 426,249 $8.7M
QRG Capital Management, Inc. 0.08% Reduce -24.4% 422,120 $8.6M
Corient Private Wealth LP 0.01% Reduce -2.3% 418,093 $8.6M
Truist Financial Corp. 0.01% Add +0.1% 408,848 $8.4M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Reduce -6.4% 399,375 $8.2M
Alerus Financial NA 0.59% Add +0.0% 397,451 $8.1M
Macquarie Group Ltd. 0.01% Reduce -4.9% 395,724 $8.1M
Arizona State Retirement System 0.05% Add +0.9% 383,934 $7.9M
Vega Investment Solutions 1.82% Add +1.6% 378,070 $7.7M
Foster & Motley Inc. 0.44% Reduce -4.8% 371,167 $7.6M
Mercer Global Advisors Inc. 0.02% Reduce -22.0% 367,620 $7.5M
Beacon Pointe Advisors, LLC 0.08% Add +7.3% 366,022 $7.5M
PEAK6 LLC 0.25% Add +3268.7% 364,390 $7.5M
Forsta Ap-Fonden 0.05% Reduce -35.9% 354,600 $7.3M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +64.6% 354,504 $7.3M
Providence Capital Advisors, LLC 1.31% Reduce -0.7% 350,300 $7.2M
Bell Bank 0.33% Add +2.1% 349,575 $7.1M
MetLife Investment Management, LLC 0.04% Reduce -1.9% 334,665 $6.8M
IFM Investors Pty Ltd 0.06% Add +5.3% 329,112 $6.7M
Davidson Kempner Capital Management LP 0.16% Add +19.7% 328,321 $6.7M
Point72 (DIFC) Ltd 0.53% New 325,224 $6.7M
State of Alaska, Department of Revenue 0.07% Reduce -1.8% 322,883 $6.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.3% 322,162 $6.6M
Czech National Bank 0.05% Add +6.4% 321,085 $6.6M
Mariner, LLC 0.01% Add +9.1% 320,438 $6.5M
Wellington Management Group LLP 0.00% Add +90.3% 318,096 $6.5M
D L Carlson Investment Group Inc. 1.18% Reduce -2.5% 317,811 $6.5M
State of Tennessee, Department of Treasury 0.02% Reduce -16.1% 314,223 $6.4M
Trajan Wealth LLC 0.31% Reduce -1.7% 308,623 $6.3M
NorthCoast Asset Management LLC 0.03% Add +1.4% 306,266 $6.3M
Contrarius Group Holdings Ltd 0.35% Add +27.7% 304,619 $6.2M
D. E. Shaw & Co. 0.01% Add +245.2% 300,590 $6.1M
Lombard Odier Asset Management (Switzerland) SA 0.31% Add +7.9% 299,304 $6.1M
Steward Partners Investment Advisory, LLC 0.05% Add +35.0% 295,834 $6.0M
HighTower Advisors, LLC 0.01% Reduce -0.6% 294,006 $6.0M
Jain Global LLC 0.10% Add +50.0% 289,912 $5.9M
Clearbridge Investments, LLC 0.00% Add +38.5% 287,789 $5.9M
ProShare Advisors LLC 0.01% Add +12.0% 285,704 $5.8M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -31.1% 285,212 $5.8M
Bayesian Capital Management, LP 0.90% New 279,153 $5.7M
ARS Investment Partners, LLC 0.40% Add +0.5% 270,610 $5.5M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +25.6% 270,000 $5.5M
Paloma Partners Management Co 2.38% New 270,000 $5.5M
Vanguard Personalized Indexing Management, LLC 0.06% Add +38.9% 264,070 $5.4M
Creative Planning 0.00% Add +20.3% 261,503 $5.3M
Federation des caisses Desjardins du Quebec 0.02% Reduce -5.1% 260,806 $5.3M
Amalgamated Bank 0.04% Reduce -1.2% 253,756 $5.2M
DNB Asset Management AS 0.02% Reduce -1.8% 251,898 $5.2M
Ieq Capital, LLC 0.03% Reduce -10.6% 249,445 $5.1M
Wealth High Governance Capital Ltda 1.57% New 248,000 $5.1M
USS Investment Management Ltd 0.03% No change 245,351 $5.0M
Generali Investments CEE, investicni spolecnost, a.s. 0.40% No change 240,000 $4.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +13.8% 239,760 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -4.3% 231,383 $4.7M
ASR Vermogensbeheer N.V. 0.06% Reduce -1.6% 230,888 $4.7M
Heritage Trust Co 0.54% Reduce -0.2% 228,119 $4.7M
Benson Investment Management Company, Inc. 1.77% Add +0.3% 227,291 $4.6M
Quinn Opportunity Partners LLC 0.38% Reduce -56.6% 218,095 $4.5M
Madison Asset Management, LLC 0.05% Add +2.4% 217,000 $4.4M
Utah Retirement Systems 0.05% Reduce -0.5% 216,209 $4.4M
Kendall Capital Management 1.16% Add +2.3% 214,779 $4.4M
Xponance LLC 0.04% Add +4.4% 214,380 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +16.6% 205,136 $4.4M
Swiss Life Asset Management Ltd 0.03% Reduce -7.1% 212,984 $4.4M
CIBC Asset Management Inc 0.01% Reduce -7.9% 210,510 $4.3M
Cerity Partners LLC 0.01% Reduce -34.7% 208,887 $4.3M
Howard Capital Management, LLC 0.06% Add +2.5% 207,110 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -17.8% 206,670 $4.2M
Ethic Inc. 0.08% Add +5.0% 228,881 $4.2M
General Pension Society PZU Joint Stock Co 1.17% No change 205,500 $4.2M
Kieckhefer Group LLC 2.25% Reduce -0.5% 203,200 $4.2M
Police & Firemen's Retirement System of New Jersey 0.04% Add +4.8% 200,562 $4.1M
New York Life Investment Management LLC 0.04% Add +1.3% 199,625 $4.1M
Teacher Retirement System of Texas 0.02% Add +3.8% 199,393 $4.1M
Daiwa Securities Group Inc. 0.01% Add +5.8% 197,575 $4.0M
Schonfeld Strategic Advisors LLC 0.03% New 195,420 $4.0M
US Bancorp \de 0.01% Add +5.6% 193,339 $4.0M
Pacer Advisors, Inc. 0.01% Reduce -97.7% 192,582 $3.9M
Comerica Bank 0.02% Add +1.3% 191,237 $3.9M
Game Creek Capital, LP 1.96% Add +1146.7% 187,000 $3.8M
Yousif Capital Management, LLC 0.04% Reduce -0.5% 182,950 $3.7M
Janus Henderson Group PLC 0.00% Reduce -4.9% 182,480 $3.7M
Cibc World Market Inc. 0.01% Add +7.6% 180,165 $3.7M
Caxton Associates LLP 0.09% Add +106.8% 179,024 $3.7M
Taconic Capital Advisors LP 0.42% New 176,491 $3.6M
Cetera Investment Advisers 0.01% Reduce -1.9% 175,126 $3.6M
Nissay Asset Management Corp. /Japan 0.02% Add +3.2% 174,583 $3.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.8% 171,490 $3.5M
Oddo BHF Asset Management Sas 0.13% Reduce -6.6% 170,467 $3.5M
Meyer Handelman Co. 0.11% Reduce -2.5% 170,244 $3.5M
Cozad Asset Management Inc. 0.30% Add +28.2% 169,408 $3.5M
Banque Cantonale Vaudoise 0.14% Reduce -8.7% 168,884 $3.5M
Pathstone Holdings, LLC 0.01% Add +13.1% 168,068 $3.4M
Lifeworks Advisors, LLC 0.51% Add +15.2% 167,889 $3.4M
UG Investment Advisers Ltd. 0.72% No change 164,163 $3.4M
Natixis 0.02% Reduce -86.7% 159,757 $3.3M
Waterfront Wealth Inc. 0.73% Reduce -0.5% 158,988 $3.3M
Dana Investment Advisors, Inc. 0.11% Reduce -2.8% 158,560 $3.2M
B. Metzler seel. Sohn & Co. AG 0.03% Add +3.2% 157,743 $3.2M
Elo Mutual Pension Insurance Co 0.06% Reduce -11.2% 154,372 $3.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.22% Add +743.7% 153,975 $3.1M
Catherine Avery Investment Management LLC 2.37% Add +47.9% 152,761 $3.1M
OMERS ADMINISTRATION Corp 0.02% No change 151,662 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.4% 150,959 $3.1M
Argyle Capital Management, LLC 1.12% Add +2.0% 150,693 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -1.4% 150,621 $3.1M
Pitcairn Co. 0.20% Reduce -13.2% 150,041 $3.1M
Commerzbank Aktiengesellschaft 0.07% Add +9.5% 147,327 $3.0M
MML Investors Services, LLC 0.01% Add +4.2% 146,887 $3.0M
Hourglass Capital, LLC 0.74% No change 146,550 $3.0M
Vident Advisory, LLC 0.03% Reduce -2.4% 145,359 $3.0M
Osaic Holdings, Inc. 0.01% Add +32.2% 146,271 $2.9M
Lakewood Asset Management LLC 1.92% Add +1.3% 140,851 $2.9M
Caption Management, LLC 0.27% New 140,300 $2.9M
NewEdge Wealth, LLC 0.04% Reduce -0.9% 139,558 $2.8M
M&T Bank Corp 0.01% Add +5.9% 139,052 $2.8M
Intech Investment Management LLC 0.03% Reduce -88.7% 137,572 $2.8M
Van Eck Associates Corp. 0.00% Add +39.6% 136,857 $2.8M
OP Asset Management Ltd 0.04% Reduce -1.6% 134,086 $2.7M
Avanza Fonder AB 0.08% No change 133,712 $2.7M
Occudo Quantitative Strategies LP 0.31% New 133,544 $2.7M
AIA Group Ltd 0.06% Add +61.9% 131,198 $2.7M
Fifth Third Bancorp 0.01% Reduce -18.6% 128,592 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -1.3% 128,420 $2.6M
Bryn Mawr Trust Advisors, LLC 0.14% No change 127,814 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +4.7% 127,729 $2.6M
Captrust Financial Advisors 0.01% Add +23.4% 127,143 $2.6M
Janney Montgomery Scott LLC 0.01% Reduce -6.4% 125,635 $2.6M
Vestcor Inc 0.08% Reduce -0.1% 125,421 $2.6M
Sona Asset Management (us) LLC 0.19% New 125,000 $2.6M
Public Sector Pension Investment Board 0.01% Reduce -78.8% 124,044 $2.5M
Hohimer Wealth Management, LLC 0.45% Reduce -30.6% 124,026 $2.5M
Y-Intercept (Hong Kong) Ltd 0.06% New 123,343 $2.5M
Freestone Capital Holdings, LLC 0.09% Add +367.2% 123,329 $2.5M
NewEdge Advisors, LLC 0.01% Add +7.7% 193,825 $2.5M
Sanctuary Advisors, LLC 0.02% Reduce -3.8% 121,017 $2.5M
Virtu Financial LLC 0.13% New 120,790 $2.5M
NEOS Investment Management LLC 0.03% Add +26.1% 120,587 $2.5M
Cwm, LLC 0.01% Reduce -13.3% 120,354 $2.5M
Maytus Capital Management, LLC 0.45% New 120,000 $2.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Reduce -36.2% 118,300 $2.4M
LBP Am SA 0.03% Reduce -77.1% 117,848 $2.4M
Rockefeller Capital Management L.P. 0.01% Add +34.9% 117,588 $2.4M
Shell Asset Management Co. 0.08% Add +42.4% 116,797 $2.4M
Kintegral Advisory, LLC 0.22% Reduce -0.1% 115,959 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.1% 115,224 $2.4M
Leonteq Securities AG 0.14% Reduce -36.2% 115,195 $2.4M
BW Gestao de Investimentos Ltda. 0.22% New 114,000 $2.3M
Oregon Public Employees Retirement Fund 0.04% Add +0.5% 113,477 $2.3M
Kestra Advisory Services, LLC 0.01% Reduce -11.3% 112,116 $2.3M
Linden Thomas Advisory Services, LLC 0.25% Add +4.2% 112,112 $2.3M
Thrivent Financial for Lutherans 0.01% Reduce -2.5% 111,918 $2.3M
AlphaStar Capital Management, LLC 0.16% Reduce -6.8% 109,869 $2.2M
Vest Financial, LLC 0.03% Reduce -13.4% 109,133 $2.2M
Ritholtz Wealth Management 0.05% Add +14.8% 108,843 $2.2M
Assetmark, Inc. 0.01% Add +56.5% 108,112 $2.2M
First Nebraska Trust Co 0.21% Reduce -1.4% 107,104 $2.2M
Bar Harbor Wealth Management 0.14% Reduce -2.0% 105,198 $2.2M
Fiduciary Trust Co 0.03% Add +124.8% 104,388 $2.1M
Barnett & Company, Inc. 1.67% Add +7.4% 103,600 $2.1M
Ingalls & Snyder LLC 0.08% Reduce -2.0% 103,279 $2.1M
Tredje AP-fonden 0.02% No change 102,167 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.7% 102,014 $2.1M
Redwood Investment Management, LLC 0.22% New 101,605 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +56.8% 101,401 $2.1M
Guggenheim Capital LLC 0.02% Add +10.9% 100,633 $2.1M
Zurich Insurance Group Ltd 0.01% No change 95,000 $1.9M
Cubist Systematic Strategies, LLC 0.02% New 94,793 $1.9M
Radnor Capital Management, LLC 0.31% Reduce -32.5% 94,701 $1.9M
Candriam S.C.A. 0.01% Add +7.2% 94,500 $1.9M
Midwest Professional Planners, LTD. 0.50% Add +3.0% 93,246 $1.9M
Towne Trust Company, N.A 0.65% Reduce -7.5% 91,518 $1.9M
Hennion & Walsh Asset Management, Inc. 0.08% Add +96.6% 91,418 $1.9M
iSAM Funds (UK) Ltd 0.41% New 91,293 $1.9M
Williams Jones Wealth Management, LLC. 0.02% No change 90,957 $1.9M
Mizuho Securities USA LLC 0.04% — 90,787 $1.9M
Brookstone Capital Management 0.02% Add +363.6% 89,497 $1.8M
Sterling Capital Management LLC 0.03% Add +21.1% 88,996 $1.8M
Dodge & Cox 0.00% Reduce -28.5% 88,583 $1.8M
Virtus Family Office LLC 2.31% New 87,635 $1.8M
Alps Advisors Inc. 0.01% Reduce -1.8% 87,568 $1.8M
HighVista Strategies LLC 0.65% Reduce -35.4% 86,200 $1.8M
Long Run Wealth Advisors, LLC 0.36% Reduce -4.6% 84,823 $1.7M
WealthShield Partners, LLC 0.21% Reduce -28.0% 84,206 $1.7M
Caisse Des Depots Et Consignations 0.07% Reduce -19.7% 84,186 $1.7M
Kentucky Retirement Systems 0.05% Reduce -6.2% 84,115 $1.7M
Needham Investment Management LLC 0.14% No change 84,000 $1.7M
CSS LLC 0.31% Reduce -5.6% 81,702 $1.7M
Main Management ETF Advisors, LLC 0.07% Add +1.6% 81,339 $1.7M
Greenwich Wealth Management LLC 0.08% Add +2.6% 81,257 $1.7M
Hartford Investment Management Co. 0.05% Reduce -0.2% 79,325 $1.6M
Hilltop Holdings Inc. 0.10% Add +0.4% 77,813 $1.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.04% New 77,794 $1.6M
Focus Partners Wealth 0.00% Add +3.3% 77,687 $1.6M
Wolverine Trading, LLC 0.04% Add +67.5% 84,432 $1.6M
Axq Capital, LP 0.49% New 73,748 $1.5M
Norinchukin Bank, The 0.02% Add +11.8% 73,128 $1.5M
Mission Wealth Management, LP 0.03% Reduce -1.0% 72,006 $1.5M
Abundance Wealth Counselors 0.27% New 71,799 $1.5M
&partners 0.01% Add +8.8% 71,188 $1.5M
Metis Global Partners, LLC 0.04% Reduce -17.3% 70,481 $1.4M
Westside Investment Management, Inc. 0.27% Reduce -1.7% 70,271 $1.4M
Wealthfront Advisers LLC 0.00% Add +27.0% 69,976 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 69,300 $1.4M
Paradigm Asset Management Co. LLC 0.35% New 69,200 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -1.2% 68,677 $1.4M
Convergence Investment Partners, LLC 0.35% Reduce -0.1% 67,065 $1.4M
Legacy Bridge, LLC 0.65% Reduce -3.5% 66,940 $1.4M
Two Sigma Securities, LLC 0.17% Reduce -43.5% 66,520 $1.4M
Quadrant Capital Group LLC 0.05% Add +31.3% 66,472 $1.4M
Private Advisor Group, LLC 0.01% Reduce -5.7% 66,462 $1.4M
Knights of Columbus Asset Advisors LLC 0.08% Reduce -22.9% 66,373 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -23.2% 66,184 $1.4M
Achmea Investment Management B.V. 0.02% Reduce -79.3% 65,943 $1.3M
Ostrum Asset Management 0.06% Reduce -2.0% 65,164 $1.3M
Investment Management Corp of Ontario 0.02% Add +75.2% 65,117 $1.3M
Gulf International Bank (UK) Ltd 0.05% Reduce -10.9% 64,838 $1.3M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -24.1% 64,461 $1.3M
South Dakota Investment Council 0.03% New 64,200 $1.3M
Caitong International Asset Management Co., Ltd 0.94% Add +98480.0% 64,077 $1.3M
Lido Advisors, LLC 0.01% Add +1.3% 63,394 $1.3M
Maryland State Retirement & Pension System 0.03% Add +5.1% 63,732 $1.3M
Bridgeway Capital Management, LLC 0.03% Reduce -4.6% 62,800 $1.3M
New Mexico Educational Retirement Board 0.04% No change 60,708 $1.2M
DAVENPORT & Co LLC 0.01% New 60,442 $1.2M
Board of the Pension Protection Fund 1.33% New 60,100 $1.2M
AG2R La Mondiale Gestion D'actifs 0.06% Reduce -4.4% 59,662 $1.2M
TD Private Client Wealth LLC 0.03% Add +40.5% 59,287 $1.2M
Bonness Enterprises Inc. 0.38% No change 57,100 $1.2M
Susquehanna Portfolio Strategies, LLC 0.03% New 57,100 $1.2M
Freedom Investment Management, Inc. 0.09% Add +9.2% 56,937 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +89.7% 56,741 $1.2M
Longfellow Investment Management Co. LLC 0.29% No change 56,651 $1.2M
Savant Capital, LLC 0.01% Add +31.9% 56,049 $1.1M
Lanark Financial, Inc. 0.09% Add +70.6% 56,080 $1.1M
180 Wealth Advisors, LLC 0.16% Add +9.9% 55,579 $1.1M
Commerce Bank 0.01% Reduce -3.7% 55,135 $1.1M
Ridgewood Investments LLC 0.49% Reduce -5.2% 54,976 $1.1M
Advisory Services Network, LLC 0.02% Add +89.9% 54,228 $1.1M
E. Ohman J:or Asset Management AB 0.03% No change 54,552 $1.1M
Lighthouse Investment Partners, LLC 0.05% New 53,951 $1.1M
Point72 Hong Kong Ltd 0.08% New 53,561 $1.1M
Guidance Capital, Inc. 0.31% Add +3.5% 54,820 $1.1M
Ballentine Partners, LLC 0.02% Reduce -12.1% 52,003 $1.1M
Concentric Capital Strategies, LP 0.06% New 51,608 $1.1M
Allworth Financial LP 0.01% Add +13.3% 51,355 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.11% — 50,874 $1.0M
Blair William & Co. 0.00% Reduce -0.8% 50,823 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.19% Add +0.0% 50,698 $1.0M
Ofi Invest Asset Management 0.03% Reduce -94.3% 58,715 $1.0M
Mosaic Family Wealth Partners, LLC 0.13% Reduce -0.5% 50,000 $1.0M
Modern Wealth Management, LLC 0.03% Reduce -15.5% 49,769 $1.0M
First Dallas Securities Inc. 0.39% Reduce -5.0% 48,826 $998K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +8.4% 48,786 $998K
Pallas Capital Advisors LLC 0.04% Add +0.2% 48,768 $997K
Lee Danner & Bass Inc. 0.08% No change 48,584 $994K
Oppenheimer & Co. Inc. 0.01% Add +7.0% 48,263 $987K
Brevan Howard Capital Management LP 0.01% New 47,121 $964K
Park Avenue Securities LLC 0.01% New 46,540 $952K
Kesler, Norman & Wride, LLC 0.17% Add +6.3% 46,029 $941K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 46,012 $941K
Kestra Private Wealth Services, LLC 0.01% Add +12.7% 45,936 $939K
Cresset Asset Management, LLC 0.00% Reduce -28.3% 45,494 $936K
Benin Management CORP 0.24% Add +7.4% 45,714 $935K
Empowered Funds, LLC 0.01% Reduce -69.5% 45,637 $933K
Empirical Finance, LLC 0.05% Add +0.7% 45,579 $932K
Qsemble Capital Management, LP 0.09% New 45,219 $925K
Avantax Advisory Services, Inc. 0.01% Reduce -10.2% 44,905 $918K
Capital Investment Counsel, Inc 0.12% No change 44,884 $918K
Campbell & CO Investment Adviser LLC 0.06% New 44,575 $912K
Concurrent Investment Advisors, LLC 0.02% Reduce -56.2% 44,447 $909K
HB Wealth Management, LLC 0.01% Reduce -61.4% 44,375 $907K
Eagle Harbor Asset Management Inc. 0.86% Reduce -1.6% 43,529 $890K
Athena Investment Management 0.50% No change 43,432 $888K
Sequoia Financial Advisors, LLC 0.01% Add +97.4% 42,508 $869K
Maverick Capital 0.01% New 42,113 $861K
Bleakley Financial Group, LLC 0.02% Add +6.2% 42,093 $861K
CIBC Private Wealth Group LLC 0.00% Add +3.6% 42,007 $859K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 41,904 $857K
DGS Capital Management, LLC 0.18% Add +5.2% 41,719 $853K
Erste Asset Management GmbH 0.01% Add +384.0% 45,980 $845K
GatePass Capital, LLC 0.57% Add +201.8% 41,200 $843K
Bailard, Inc. 0.02% Add +2.7% 41,198 $842K
Merit Financial Group, LLC 0.01% Reduce -46.3% 41,155 $842K
M&G PLC 0.00% Reduce -30.6% 41,994 $840K
Atria Investments, Inc 0.01% Reduce -11.4% 40,546 $829K
Prospera Financial Services Inc 0.02% Add +38.5% 40,521 $829K
Tang Capital Management LLC 0.04% Reduce -10.2% 40,002 $818K
Legacy Capital Group California, Inc. 0.23% Reduce -2.2% 39,919 $816K
HAP Trading, LLC 0.35% Reduce -6.4% 39,887 $816K
Global Retirement Partners, LLC 0.02% — 39,832 $815K
Panagora Asset Management Inc. 0.00% Reduce -94.0% 39,477 $807K
Parallel Advisors, LLC 0.02% Add +38.1% 39,404 $806K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -4.2% 39,555 $806K
Keybank National Association 0.00% Add +12.3% 39,190 $801K
APG Asset Management US Inc. 0.01% No change 38,965 $798K
EP Wealth Advisors, LLC 0.01% Add +3.1% 38,676 $791K
Jones Financial Companies LLLP 0.00% Add +69.4% 42,820 $789K
Horizon Investments, LLC 0.01% Add +8.6% 38,538 $788K
44 Wealth Management LLC 0.28% Add +50.5% 38,508 $787K
V-Square Quantitative Management LLC 0.11% Add +7.0% 38,456 $786K
Cowa, LLC 0.29% Reduce -33.5% 37,400 $765K
AE Wealth Management LLC 0.01% Reduce -12.3% 37,378 $764K
Graypoint LLC 0.04% Add +3.5% 37,059 $758K
Cornerstone Select Advisors, LLC 0.66% Reduce -1.8% 36,833 $753K
Perigon Wealth Management, LLC 0.02% Reduce -10.0% 36,821 $753K
Procyon Advisors, LLC 0.07% Reduce -1.5% 36,437 $745K
Regions Financial Corp. 0.01% Reduce -0.2% 36,432 $745K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 35,700 $730K
Wahed Invest LLC 0.11% Add +4.0% 35,646 $729K
Argonautica Private Wealth Management, Inc. 0.23% Reduce -7.3% 35,337 $723K
Meiji Yasuda Asset Management Co Ltd. 0.04% Reduce -31.9% 35,229 $720K
Stoneridge Investment Partners LLC 0.54% Reduce -29.6% 35,151 $719K
Bessemer Group Inc. 0.00% Reduce -62.3% 34,650 $709K
Mount Lucas Management LP 0.33% Reduce -21.1% 34,315 $702K
SRN Advisors, LLC 0.64% Reduce -44.9% 34,293 $701K
Mutual Advisors, LLC 0.02% Reduce -2.1% 33,502 $695K
Capstone Investment Advisors, LLC 0.01% Reduce -62.0% 33,546 $686K
Forum Financial Management, LP 0.01% Add +48.3% 33,357 $682K
Pines Wealth Management, LLC 0.24% Add +5.7% 31,742 $677K
One Wealth Advisors, LLC 0.09% Reduce -4.3% 32,821 $671K
World Investment Advisors 0.02% Add +11.4% 32,715 $669K
Apollon Wealth Management, LLC 0.01% Add +21.3% 32,520 $665K
Walled Lake Planning & Wealth Management, LLC 0.22% Add +0.2% 32,345 $661K
Veracity Capital LLC 0.22% Add +16.9% 31,240 $639K
Fortitude Advisory Group L.L.C. 0.36% Add +0.1% 31,194 $638K
Peapack Gladstone Financial Corp. 0.01% Reduce -15.6% 30,710 $628K
Abacus Planning Group, Inc. 0.09% Add +14.2% 30,586 $625K
Independent Financial Group, LLC 0.02% Add +8.0% 30,306 $620K
Callan Family Office, LLC 0.02% New 30,293 $619K
Praxis Investment Management Inc. 0.04% Reduce -25.8% 30,160 $617K
Bank of Stockton 0.18% No change 30,000 $614K
NJ State Employees Deferred Compensation Plan 0.07% No change 30,000 $614K
Twin Capital Management Inc. 0.07% Reduce -8.3% 30,000 $614K
Meeder Advisory Services, Inc. 0.03% Add +40.7% 29,463 $603K
Harbor Capital Advisors, Inc. 0.03% Add +0.8% 29,289 $599K
Mufg Securities Americas Inc. 0.05% Add +25.2% 29,113 $595K
Fourpath Capital Management, LLC 0.09% No change 28,666 $586K
Prudential PLC 0.00% Reduce -80.2% 28,518 $583K
Ascent Group, LLC 0.02% Add +21.0% 28,435 $581K
SOL Capital Management CO 0.06% No change 28,392 $581K
Wilmington Savings Fund Society, FSB 0.01% Add +25.3% 28,305 $579K
Secured Retirement Advisors, LLC 0.34% Reduce -5.7% 28,228 $577K
Sage Advisors, LLC 0.41% Add +0.9% 28,019 $573K
United Capital Financial Advisors, LLC 0.00% Reduce -1.7% 27,608 $565K
Baader Bank Aktiengesellschaft 0.05% Add +151.1% 31,137 $562K
Tower Research Capital LLC (TRC) 0.02% Reduce -34.3% 27,453 $561K
Investors Asset Management of Georgia Inc. /Ga/ 0.26% Reduce -1.2% 27,418 $561K
Essential Partners LLC 0.22% — 27,397 $560K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.9% 27,363 $560K
Cacti Asset Management LLC 0.04% No change 30,000 $552K
Argentarii, LLC 0.25% Reduce -28.2% 26,632 $545K
Mirova 0.08% No change 26,459 $541K
KLCM Advisors, Inc. 0.06% Reduce -3.3% 26,342 $539K
Signaturefd, LLC 0.01% Add +20.0% 26,253 $537K
Cohen Klingenstein LLC 0.02% No change 26,200 $536K
Coldstream Capital Management Inc. 0.01% Add +19.6% 26,002 $532K
Zuckerman Investment Group, LLC 0.05% Reduce -13.3% 26,000 $532K
Farther Finance Advisors, LLC 0.01% Reduce -17.4% 25,958 $531K
Wright Investors Service Inc. 0.16% Add +0.5% 25,866 $529K
Grassi Investment Management 0.04% No change 25,600 $524K
Dynasty Wealth Management, LLC 0.01% Reduce -24.6% 25,584 $523K
Blue Trust, Inc. 0.01% Reduce -2.8% 25,457 $521K
International Assets Investment Management, LLC 0.04% Reduce -24.7% 25,166 $515K
Brighton Jones LLC 0.01% Add +21.7% 25,131 $514K
Alteri Wealth LLC 0.20% Add +31.6% 25,003 $511K
IVC Wealth Advisors LLC 0.25% Add +119.4% 24,972 $511K
GAMMA Investing LLC 0.03% Add +39.8% 24,835 $508K
E Fund Management Co., Ltd. 0.02% Reduce -5.0% 24,831 $508K
Qtron Investments LLC 0.06% No change 24,752 $506K
Kathmere Capital Management, LLC 0.04% Add +91.0% 24,671 $505K
Aster Capital Management (DIFC) Ltd 0.11% Reduce -35.5% 24,625 $504K
Atlas Capital Advisors Inc. 0.06% Reduce -31.6% 24,377 $499K
Ossiam 0.01% Reduce -6.8% 24,349 $498K
Montgomery Investment Management Inc. 0.19% No change 24,250 $496K
Smithfield Trust Co 0.02% No change 23,979 $491K
Choreo, LLC 0.01% Add +37.0% 23,838 $491K
Werba Rubin Papier Wealth Management 0.09% Add +8.3% 23,950 $490K
Teewinot Capital Advisers, L.L.C. 0.04% No change 23,802 $487K
Inceptionr LLC 0.11% New 23,784 $486K
Brown Advisory Inc. 0.00% Add +4.4% 23,593 $482K
Three Seasons Wealth, LLC 0.06% No change 23,421 $482K
CX Institutional 0.02% Reduce -20.9% 23,376 $478K
Evergreen Capital Management LLC 0.01% Add +7.5% 23,072 $475K
Brooklyn Investment Group 0.06% Add +19.0% 23,182 $474K
Vise Technologies, Inc. 0.02% — 23,059 $472K
Elevation Wealth Partners, LLC 0.18% No change 22,494 $460K
Beverly Hills Private Wealth, LLC 0.09% Reduce -5.4% 22,337 $457K
Wealth Advisors Northwest LLC 0.24% Reduce -0.0% 22,211 $454K
Canada Post Corp Registered Pension Plan 0.03% New 21,900 $448K
SBI Securities Co., Ltd. 0.01% Reduce -3.9% 21,881 $447K
Level Four Advisory Services, LLC 0.02% Reduce -16.5% 21,377 $437K
Mma Asset Management LLC 0.17% Reduce -2.9% 21,064 $431K
Total Wealth Planning & Management, Inc. 0.37% New 20,750 $424K
Polymer Capital Management (US) LLC 0.07% Reduce -23.0% 20,692 $423K
Silvercrest Asset Management Group LLC 0.00% No change 20,687 $423K
Register Financial Advisors LLC 0.18% New 20,501 $419K
Citizens Financial Group Inc. 0.01% Add +39.3% 20,439 $418K
Jmac Enterprises LLC 0.09% No change 20,200 $413K
Synovus Financial Corp. 0.01% Reduce -85.5% 20,187 $413K
State of Wyoming 0.05% Add +107.0% 20,115 $411K
Profund Advisors LLC 0.01% Reduce -7.7% 20,105 $411K
Cidel Asset Management Inc. 0.02% No change 20,059 $410K
Supplemental Annuity Collective Trust of NJ 0.12% No change 20,000 $409K
Canal Insurance CO 0.09% New 20,000 $409K
TCW Group Inc. 0.00% Add +3.2% 19,900 $407K
Frank, Rimerman Advisors LLC 0.03% Add +12.0% 19,679 $402K
Foundations Investment Advisors, LLC 0.01% New 19,646 $402K
Centaurus Financial, Inc. 0.02% Reduce -2.6% 19,577 $400K
Cherry Creek Investment Advisors, Inc. 0.19% Reduce -62.2% 19,400 $397K
Rathbones Group PLC 0.00% Reduce -2.0% 19,323 $395K
Abn Amro Investment Solutions 0.01% Add +6.4% 19,302 $395K
Exchange Traded Concepts, LLC 0.01% Add +36.4% 19,242 $393K
Wendell David Associates Inc. 0.04% No change 19,200 $393K
Silver Coast Investments LLC 0.14% Add +2.1% 18,857 $386K
Great Lakes Advisors, LLC 0.00% Reduce -90.7% 18,851 $386K
Checchi Capital Advisers, LLC 0.03% Reduce -7.7% 18,806 $385K
William B. Walkup & Associates, Inc. 0.23% No change 18,695 $382K
Huntington National Bank 0.00% Add +13.9% 18,555 $379K
Old Port Advisors 0.10% Reduce -17.0% 18,532 $379K
Mgo One Seven LLC 0.01% New 18,422 $377K
Greenleaf Trust 0.00% Reduce -19.4% 18,362 $376K
Clearstead Advisors, LLC 0.01% Add +36.5% 18,326 $375K
Whittier Trust Co. 0.00% Reduce -1.1% 18,177 $372K
Siemens Fonds Invest GmbH 0.02% Add +20.0% 18,094 $370K
J.W. Cole Advisors, Inc. 0.01% Add +3.5% 17,846 $365K
Dumont & Blake Investment Advisors LLC 0.09% No change 17,519 $358K
Tocqueville Asset Management L.P. 0.01% Reduce -11.3% 17,506 $358K
Ellevest, Inc. 0.06% Reduce -12.8% 17,496 $358K
Atria Wealth Solutions, Inc. 0.01% Reduce -43.7% 17,422 $358K
VestGen Advisors, LLC 0.01% Reduce -9.2% 17,451 $357K
Inscription Capital, LLC 0.05% New 17,224 $352K
Prime Capital Investment Advisors, LLC 0.00% Reduce -16.1% 17,222 $352K
Phillips Wealth Planners LLC 0.32% Reduce -22.1% 16,872 $351K
J. Safra Sarasin Holding AG 0.01% Reduce -75.5% 17,121 $350K
Orion Porfolio Solutions, LLC 0.00% Add +54.7% 17,063 $349K
GC Wealth Management RIA, LLC 0.03% New 16,881 $345K
Crawford Investment Counsel Inc. 0.01% Reduce -62.6% 16,774 $343K
MAI Capital Management 0.00% Add +0.8% 16,768 $343K
Avestar Capital, LLC 0.03% Add +5.7% 16,611 $342K
Flputnam Investment Management Co. 0.01% Reduce -0.6% 16,672 $341K
Principal Securities, Inc. 0.01% Add +37.0% 16,666 $341K
HighPoint Advisor Group LLC 0.02% Add +0.0% 16,534 $338K
Kessler Investment Group, LLC 0.14% Reduce -5.3% 16,390 $335K
Paragon Capital Management Ltd 0.06% Reduce -6.4% 16,355 $334K
Compound Planning, Inc. 0.01% Add +29.6% 16,346 $334K
Bradley Foster & Sargent Inc. 0.01% No change 16,231 $332K
Avantax Planning Partners, Inc. 0.01% Add +34.7% 16,211 $332K
Inlet Private Wealth, LLC 0.08% No change 16,205 $331K
Marex Group Ltd 0.01% Reduce -33.9% 16,165 $331K
City National Bank of Florida 0.24% Add +36.4% 15,939 $326K
Simplicity Wealth,LLC 0.01% Add +38.0% 15,939 $326K
MBB Public Markets I LLC 0.04% Reduce -18.6% 15,785 $323K
CFC Planning Co LLC 0.31% Reduce -41.0% 15,760 $322K
Ameritas Investment Partners, Inc. 0.01% Add +0.2% 15,756 $322K
Jump Financial, LLC 0.00% Add +25.8% 15,662 $320K
Centiva Capital, LP 0.02% Reduce -51.9% 15,608 $319K
Waverly Advisors, LLC 0.00% Add +4.3% 15,579 $319K
Optas, LLC 0.06% New 15,481 $317K
Fifth Third Wealth Advisors LLC 0.01% Reduce -5.1% 15,355 $314K
Van Strum & Towne Inc. 0.10% No change 15,325 $313K
Scotia Capital Inc. 0.00% Add +2.5% 15,286 $313K
EverSource Wealth Advisors, LLC 0.01% Add +46.2% 15,276 $312K
Kingsview Wealth Management, LLC 0.01% Add +9.9% 15,202 $311K
Ashton Thomas Private Wealth, LLC 0.01% New 15,105 $311K
Syon Capital LLC 0.02% New 15,107 $309K
SPC Financial, Inc. 0.03% Reduce -25.6% 15,090 $309K
Harvest Management LLC 0.15% New 15,000 $307K
Gator Capital Management, LLC 0.10% Reduce -54.5% 15,000 $307K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.05% No change 15,000 $307K
Trust Asset Management LLC 0.02% No change 14,951 $306K
Meridian Investment Counsel Inc. 0.08% Reduce -13.6% 14,893 $305K
Western Wealth Management, LLC 0.02% Reduce -14.9% 14,764 $302K
Bridgefront Capital, LLC 0.08% New 14,763 $302K
Signal Advisors Wealth, LLC 0.02% New 14,709 $300K
Scientech Research LLC 0.07% New 14,591 $298K
Patten & Patten Inc. 0.02% Add +45.1% 14,548 $298K
TIG Advisors, LLC 0.02% New 14,500 $297K
Aspen Capital Management, LLC 0.08% No change 14,481 $296K
Tiaa Trust, National Association 0.00% Reduce -4.1% 14,366 $293K
Sunflower Bank, N.A. 0.07% Add +11.2% 14,272 $292K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -0.0% 14,127 $291K
Cantor Fitzgerald, L. P. 0.01% New 14,205 $290K
Nixon Peabody Trust Co. 0.02% Add +6.8% 14,161 $290K
PDS Planning, Inc 0.02% Add +8.0% 14,156 $289K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 13,990 $288K
RHS Financial, LLC 0.16% No change 13,986 $286K
West Michigan Advisors, LLC 0.08% Reduce -15.0% 13,585 $280K
Teza Capital Management LLC 0.21% New 13,620 $279K
Patton Fund Management, Inc. 0.06% New 13,564 $277K
Wbi Investments, LLC 0.07% New 13,198 $270K
First National Bank & Trust Co. of Newtown 0.05% Reduce -0.8% 13,190 $270K
Covestor Ltd 0.16% Add +46.3% 13,140 $269K
Kestra Investment Management, LLC 0.01% Add +991.2% 13,073 $267K
Clarius Group, LLC 0.02% Reduce -6.0% 13,054 $267K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -45.5% 13,014 $266K
Cigna Investments Inc. 0.05% Add +0.3% 12,943 $265K
Smith Shellnut Wilson LLC 0.11% No change 12,924 $264K
Burke & Herbert Bank & Trust Co. 0.06% No change 12,841 $263K
True Link Financial Advisors, LLC 0.02% Reduce -4.8% 12,800 $262K
Equitable Holdings, Inc. 0.00% New 12,784 $261K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.4% 12,727 $260K
Canandaigua National Trust Co of Florida 0.18% No change 12,649 $259K
Claret Asset Management Corp 0.03% New 12,634 $258K
Sagespring Wealth Partners, LLC 0.01% Add +18.8% 12,612 $258K
Fortem Financial Group, LLC 0.08% Reduce -70.6% 12,466 $255K
Sigma Planning Corp 0.01% Reduce -61.1% 12,413 $254K
Baird Financial Group, Inc. 0.00% Reduce -12.8% 12,384 $253K
Smartleaf Asset Management LLC 0.02% Reduce -54.8% 13,608 $251K
Summit Financial Wealth Advisors, LLC 0.04% Add +6.1% 12,248 $250K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -25.9% 12,221 $250K
D.A. Davidson & Co. 0.00% Reduce -83.9% 12,211 $250K
Welch & Forbes LLC 0.00% No change 12,200 $249K
New Age Alpha Advisors, LLC 0.01% New 12,172 $249K
Clear Creek Financial Management, LLC 0.02% Reduce -1.5% 12,153 $249K
Auxier Asset Management LLC 0.04% Reduce -2.3% 12,101 $247K
Roman Butler Fullerton & Co. 0.07% New 11,828 $245K
Humankind Investments LLC 0.06% Reduce -20.0% 11,936 $244K
Aptus Capital Advisors, LLC 0.00% Reduce -6.0% 11,928 $244K
PFG Investments, LLC 0.01% New 11,909 $244K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +11.2% 11,904 $243K
Wealth Alliance, LLC 0.03% New 11,726 $240K
Wedmont Private Capital 0.01% Add +11.4% 11,514 $239K
UMB Bank, n.a. 0.00% Add +21.3% 11,684 $239K
Turning Point Benefit Group, Inc. 0.18% Reduce -26.7% 11,623 $238K
Banco Santander, S.A. 0.00% No change 11,597 $237K
BTS Asset Management, Inc. 0.28% New 11,555 $236K
Advus Financial Partners, LLC 0.06% New 11,512 $235K
OneDigital Investment Advisors LLC 0.00% Add +8.1% 11,509 $235K
Pinnacle Financial Partners Inc 0.00% Reduce -0.5% 11,487 $235K
Neville Rodie & Shaw Inc. 0.02% Reduce -44.9% 11,444 $234K
North Star Investment Management Corp. 0.02% No change 11,385 $233K
Essex Financial Services, Inc. 0.02% Add +5.8% 11,382 $233K
Gsa Capital Partners LLP 0.02% New 11,319 $231K
First Horizon Advisors, Inc. 0.01% Add +1.6% 11,235 $230K
D'Orazio & Associates, Inc. 0.03% Add +3.7% 11,188 $229K
Morningstar Investment Management LLC 0.02% New 11,122 $227K
Legacy Financial Advisors, Inc. 0.04% New 11,094 $227K
Perennial Advisors, LLC 0.04% No change 11,030 $226K
Sentry LLC 0.04% No change 11,024 $225K
XTX Topco Ltd 0.01% Reduce -77.7% 10,989 $225K
Herold Advisors, Inc. 0.05% No change 10,945 $224K
Savvy Advisors, Inc. 0.01% New 10,945 $224K
Zacks Investment Management 0.00% Reduce -27.1% 10,592 $217K
Sivia Capital Partners, LLC 0.07% Reduce -0.6% 10,589 $217K
Curi Capital, LLC 0.00% New 10,473 $216K
CENTRAL TRUST Co 0.00% Reduce -0.5% 10,481 $214K
First Financial Bankshares Inc 0.00% Reduce -0.0% 10,431 $213K
HUB Investment Partners, LLC 0.01% New 10,339 $211K
Independent Advisor Alliance 0.01% Reduce -24.9% 10,256 $210K
Ironwood Investment Management LLC 0.10% Reduce -1.0% 10,248 $210K
FIL Ltd 0.00% New 10,230 $209K
Voleon Capital Management LP 0.01% New 10,118 $207K
WINTON GROUP Ltd 0.01% New 10,107 $207K
Spinnaker Trust 0.01% No change 10,070 $206K
CreativeOne Wealth, LLC 0.01% New 10,048 $205K
Catalyst Financial Partners LLC 0.02% New 10,042 $205K
Parcion Private Wealth LLC 0.01% Reduce -5.8% 10,021 $205K
William Blair Investment Management, LLC 0.00% Reduce -3.6% 9,886 $202K
Empower Advisory Group, LLC 0.00% New 9,883 $202K
HM Payson & Co. 0.00% Add +21.8% 9,851 $201K
Evoke Wealth, LLC 0.00% New 9,761 $201K
Syverson Strege & Co 0.05% New 9,815 $201K
Pinnacle Associates Ltd. 0.00% New 9,790 $200K
Anchor Investment Management, LLC 0.02% No change 9,550 $195K
Coppell Advisory Solutions LLC 0.02% Add +1.1% 10,517 $194K
Private Trust Co. NA 0.02% Reduce -13.8% 9,430 $193K
Eastern Bank 0.00% Reduce -2.1% 9,360 $191K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.3% 9,215 $188K
Peterson Wealth Services 0.05% Reduce -8.7% 9,116 $186K
CI Investments Inc. 0.00% Add +8.9% 8,834 $181K
Saxon Interests, Inc. 0.08% No change 11,251 $174K
Arax Advisory Partners 0.01% Reduce -37.9% 8,373 $171K
Trust Co. of Vermont 0.01% No change 8,322 $170K
Armstrong Advisory Group, Inc. 0.01% Reduce -0.6% 8,293 $170K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.09% No change 8,200 $168K
Oakworth Capital, Inc. 0.01% No change 7,978 $163K
MassMutual Private Wealth & Trust, FSB 0.00% Add +37.0% 7,792 $159K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -7.4% 7,766 $159K
Ancora Advisors LLC 0.00% Add +605.4% 7,562 $155K
Larson Financial Group LLC 0.01% Add +32.7% 7,127 $146K
Hennessy Advisors Inc. 0.00% New 6,991 $143K
Magnetar Financial LLC 0.00% New 7,821 $143K
Wolff Wiese Magana LLC 0.09% No change 6,908 $141K
GeoWealth Management, LLC 0.01% Reduce -37.2% 6,875 $141K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -19.6% 6,703 $137K
Hanson & Doremus Investment Management 0.02% Add +73.9% 6,662 $136K
Estabrook Capital Management 0.02% No change 6,400 $131K
Spire Wealth Management 0.00% Reduce -45.6% 6,249 $128K
Versant Capital Management, Inc 0.02% Reduce -24.1% 5,969 $122K
Deseret Mutual Benefit Administrators 0.06% No change 5,820 $119K
Brown Brothers Harriman & Co. 0.00% Add +55.4% 5,416 $111K
Security National Bank 0.02% Add +4.8% 5,215 $107K
Indiana Trust & Investment Management Co 0.03% No change 5,000 $102K
Central Pacific Bank - Trust Division 0.01% No change 5,000 $102K
Trust Co. of Toledo NA 0.01% New 4,973 $102K
Raiffeisen Bank International AG 0.00% No change 5,477 $101K
Farmers & Merchants Investments Inc. 0.00% Reduce -4.0% 4,938 $101K
TD Waterhouse Canada Inc. 0.00% Add +11.1% 4,902 $100K
Ameritas Advisory Services, LLC 0.01% New 4,789 $98K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,597 $94K
Colonial Trust Co / SC 0.01% Add +6.1% 4,417 $90K
Geneos Wealth Management Inc. 0.00% Reduce -2.3% 4,354 $89K
Key Financial Inc 0.02% No change 4,116 $84K
AlphaQuest LLC 0.01% Add +52.3% 4,041 $83K
SouthState Bank Corp 0.00% Add +47.7% 4,028 $82K
Addison Advisors LLC 0.02% Add +11.9% 3,981 $81K
Cromwell Holdings LLC 0.05% Reduce -6.7% 3,898 $80K
Sentry Investment Management LLC 0.04% New 3,860 $80K
Itau Unibanco Holding S.A. 0.00% Add +28.8% 3,910 $80K
Silvant Capital Management LLC 0.00% No change 3,879 $79K
AdvisorNet Financial, Inc 0.01% Add +1.9% 3,870 $79K
Gen-Wealth Partners Inc 0.03% No change 3,742 $77K
Sittner & Nelson, LLC 0.03% No change 3,728 $76K
Harbour Investments, Inc. 0.00% Reduce -2.9% 3,545 $73K
AlphaCore Capital LLC 0.00% Reduce -2.7% 3,515 $71K
CYBER HORNET ETFs LLC 0.05% New 3,394 $69K
IFP Advisors, Inc 0.00% Add +48.4% 3,283 $67K
Clean Yield Group 0.02% Reduce -7.8% 3,200 $65K
Webster Bank, N. A. 0.01% No change 3,200 $65K
Zions Bancorporation, National Association 0.00% Add +74.5% 3,000 $61K
JNBA Financial Advisors 0.01% No change 2,946 $60K
Johnson Financial Group, Inc. 0.00% No change 2,900 $60K
Bell Investment Advisors, Inc 0.01% Add +12.4% 2,909 $59K
Tompkins Financial Corp. 0.01% No change 2,878 $59K
Motco 0.01% No change 2,800 $58K
Pacific Center for Financial Services 0.02% No change 2,784 $57K
Plato Investment Management Ltd 0.00% No change 2,743 $56K
Parkside Financial Bank & Trust 0.01% Add +6.0% 2,692 $55K
Rothschild Investment LLC 0.00% Reduce -14.2% 2,611 $53K
Bokf, NA 0.00% Reduce -12.3% 2,507 $51K
Opal Wealth Advisors, LLC 0.01% Add +3.5% 2,483 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 2,450 $50K
Asset Dedication, LLC 0.00% Reduce -19.3% 2,428 $50K
Physician Wealth Advisors, Inc. 0.01% Add +4.3% 2,230 $46K
Ascentis Wealth Management, LLC 0.01% Reduce -68.0% 2,213 $45K
Financial Freedom, LLC 0.02% Add +0.5% 2,208 $45K
Generali Asset Management SPA SGR 0.00% Reduce -99.0% 2,113 $43K
Hemington Wealth Management 0.01% Add +8.7% 2,087 $42K
MorganRosel Wealth Management, LLC 0.01% No change 2,017 $41K
American National Bank & Trust 0.00% No change 2,015 $41K
Caldwell Sutter Capital, Inc. 0.02% No change 1,975 $40K
Cullen/Frost Bankers, Inc. 0.00% Reduce -43.9% 1,929 $39K
Conquis Financial LLC 0.04% No change 1,897 $39K
Syntax Research, Inc. 0.03% No change 1,897 $39K
Montag A & Associates Inc. 0.00% No change 1,885 $39K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,896 $39K
Hilltop National Bank 0.01% — 1,716 $35K
Ransom Advisory, Ltd 0.02% Reduce -54.0% 1,700 $35K
SWAN Capital LLC 0.01% No change 1,614 $33K
Hantz Financial Services, Inc. 0.00% Add +74.3% 1,611 $33K
Alpine Bank Wealth Management 0.00% No change 1,600 $33K
Bruce G. Allen Investments, LLC 0.02% Reduce -10.1% 1,528 $31K
Coston, McIsaac & Partners 0.01% No change 1,523 $31K
Valley National Advisers Inc. 0.01% Reduce -0.1% 1,522 $31K
Flagship Wealth Advisors, LLC 0.01% New 1,507 $31K
Capital Analysts, LLC 0.00% Reduce -7.5% 1,459 $30K
Rossby Financial, LCC 0.01% Add +2.3% 1,454 $30K
CVA Family Office, LLC 0.00% Add +126.7% 1,437 $29K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -8.0% 1,423 $29K
Ogorek Anthony Joseph /NY/ 0.01% Add +114.3% 1,436 $29K
Rakuten Securities, Inc. 0.01% Reduce -44.6% 1,365 $28K
WFA Asset Management Corp 0.02% Add +0.6% 1,282 $27K
Consultiva Wealth Management, Corp. 0.08% No change 1,321 $27K
Hara Capital LLC 0.02% Reduce -13.3% 1,309 $27K
Ameriflex Group, Inc. 0.01% No change 1,455 $27K
Putney Financial Group LLC 0.03% Add +10.8% 1,297 $27K
Union Savings Bank 0.01% No change 1,263 $26K
St Germain D J Co. Inc. 0.00% No change 1,265 $26K
Headlands Technologies LLC 0.00% New 1,251 $26K
Mission Creek Capital Partners, Inc. 0.01% No change 10,761 $25K
Beacon Capital Management, LLC 0.00% Add +0.9% 1,233 $25K
Transce3nd, LLC 0.01% Reduce -49.0% 1,207 $25K
ESL Trust Services, LLC 0.01% No change 1,200 $25K
Sound Income Strategies, LLC 0.00% Reduce -91.6% 1,184 $24K
WPG Advisers, LLC 0.02% Add +11.7% 1,156 $24K
JFS Wealth Advisors, LLC 0.00% Reduce -18.8% 1,114 $23K
Manchester Capital Management LLC 0.00% Reduce -10.3% 1,107 $23K
NewSquare Capital LLC 0.00% Add +540.1% 1,101 $23K
Rise Advisors, LLC 0.01% Add +1.5% 1,097 $22K
Albion Financial Group 0.00% No change 1,066 $22K
Grove Bank & Trust 0.00% Add +3.8% 1,062 $22K
Cranbrook Wealth Management, LLC 0.00% No change 1,005 $21K
Global Trust Asset Management, LLC 0.01% New 1,000 $20K
Centennial Bank 0.01% No change 1,000 $20K
Centerpoint Advisors, LLC 0.01% No change 1,000 $20K
CKW Financial Group 0.00% No change 984 $20K
TrinityBridge Ltd 0.00% No change 1,000 $20K
Concord Wealth Partners 0.00% Add +0.4% 962 $20K
MV Capital Management, Inc. 0.00% Add +54.0% 950 $19K
Caldwell Trust Co 0.00% No change 928 $19K
S.A. Mason LLC 0.01% No change 917 $19K
Prestige Wealth Management Group LLC 0.00% Add +3.2% 907 $19K
McIlrath & Eck, LLC 0.00% No change 906 $19K
TruNorth Capital Management, LLC 0.00% No change 900 $18K
Costello Asset Management, INC 0.01% Reduce -1.1% 893 $18K
Summit Securities Group LLC 0.01% Reduce -95.3% 884 $18K
Kozak & Associates, Inc. 0.00% Add +136.5% 868 $18K
First Community Trust NA 0.01% No change 850 $17K
Mid-American Wealth Advisory Group, Inc. 0.01% New 844 $17K
Allianz SE 0.00% No change 840 $17K
New England Capital Financial Advisors LLC 0.01% Add +0.5% 840 $17K
FNY Investment Advisers, LLC 0.01% New 873 $17K
GW&K Investment Management, LLC 0.00% Add +11.4% 847 $17K
Pinnacle Bancorp, Inc. 0.01% No change 801 $16K
PARK CIRCLE Co 0.01% No change 800 $16K
Wood Tarver Financial Group, LLC 0.00% No change 809 $16K
North Ridge Wealth Advisors, Inc. 0.01% No change 779 $16K
Perkins Coie Trust Co 0.00% Add +5.1% 778 $16K
Maseco LLP 0.00% — 768 $16K
Sachetta, LLC 0.01% Reduce -13.1% 767 $16K
WealthCollab, LLC 0.01% Add +242.7% 747 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 710 $15K
CBIZ Investment Advisory Services, LLC 0.00% Add +35.6% 720 $15K
Financial Management Professionals, Inc. 0.00% No change 712 $15K
Creative Financial Designs Inc. 0.00% Reduce -3.4% 705 $14K
Salem Investment Counselors Inc. 0.00% No change 700 $14K
CoreCap Advisors, LLC 0.00% Reduce -32.7% 703 $14K
Global Wealth Strategies & Associates 0.00% No change 684 $14K
Clearstead Trust, LLC 0.00% New 666 $14K
Salomon & Ludwin, LLC 0.00% No change 636 $14K
Wealth Preservation Advisors, LLC 0.01% Reduce -15.7% 636 $13K
Resources Management Corp. /CT/ 0.00% No change 625 $13K
First Command Advisory Services, Inc. 0.00% No change 632 $13K
Sierra Ocean, LLC 0.01% Add +56.7% 619 $13K
Bank & Trust Co 0.01% No change 616 $13K
Activest Wealth Management 0.00% Add +791.3% 615 $13K
Crowley Wealth Management, Inc. 0.01% No change 601 $12K
Kelly Lawrence W & Associates Inc. 0.00% No change 600 $12K
Tidemark, LLC 0.00% No change 592 $12K
Boyd Watterson Asset Management LLC 0.00% No change 560 $11K
Avion Wealth 0.00% Add +9.1% 564 $11K
Capital Advisors, Ltd. LLC 0.00% Reduce -2.7% 536 $11K
Atlantic Union Bankshares Corp 0.00% New 519 $11K
WFA of San Diego, LLC 0.01% — 516 $11K
Tanglewood Legacy Advisors, LLC 0.00% No change 502 $10K
Private Wealth Management Group, LLC 0.00% Add +20.4% 485 $10K
Elevation Point Wealth Partners, LLC 0.00% New 473 $10K
Bogart Wealth, LLC 0.00% Add +7.3% 468 $10K
Godsey & Gibb, Inc. 0.00% New 458 $9K
Sunbelt Securities, Inc. 0.00% Add +93.3% 433 $9K
Roble, Belko & Company, Inc 0.00% Add +10.3% 441 $9K
PFS Partners, LLC 0.00% New 440 $9K
Financial Network Wealth Advisors LLC 0.01% No change 439 $9K
New Millennium Group LLC 0.00% Reduce -28.9% 431 $9K
Horizon Financial Services, LLC 0.00% No change 416 $9K
Pflug Koory, LLC 0.00% No change 416 $9K
True Wealth Design, LLC 0.00% Add +400.0% 405 $8K
SOA Wealth Advisors, LLC. 0.00% Reduce -70.2% 405 $8K
Banque Transatlantique SA 0.00% No change 400 $8K
Family CFO Inc 0.00% No change 400 $8K
Heritage Wealth Advisors 0.00% No change 400 $8K
Raffa Wealth Management, LLC 0.00% No change 394 $8K
Atticus Wealth Management, LLC 0.00% New 388 $8K
BOK Financial Private Wealth, Inc. 0.00% No change 383 $8K
SJS Investment Consulting Inc. 0.00% Reduce -13.8% 382 $8K
Delta Asset Management LLC 0.00% No change 375 $8K
Advantage Trust Co 0.00% No change 360 $7K
Kings Path Partners LLC 0.00% No change 358 $7K
Clark Wealth Partners 0.00% New 356 $7K
Rialto Wealth Management, LLC 0.00% Add +16.6% 352 $7K
Murphy & Mullick Capital Management Corp 0.01% Reduce -30.4% 344 $7K
Abound Wealth Management 0.00% Reduce -5.0% 345 $7K
Traub Capital Management LLC 0.01% — 342 $7K
GFG Capital, LLC 0.00% New 335 $7K
Millstone Evans Group, LLC 0.00% No change 331 $7K
Center for Financial Planning, Inc. 0.00% No change 316 $6K
Kiker Wealth Management, LLC 0.00% No change 316 $6K
Private Wealth Asset Management, LLC 0.00% Reduce -18.1% 313 $6K
Fortitude Family Office, LLC 0.00% Add +136.8% 296 $6K
Hollencrest Capital Management 0.00% No change 294 $6K
Hazlett, Burt & Watson, Inc. 0.00% No change 300 $6K
ORG Partners LLC 0.00% Reduce -76.9% 284 $6K
Howard Hughes Medical Institute 0.00% New 283 $6K
City Holding Co. 0.00% No change 250 $5K
Plante Moran Financial Advisors, LLC 0.00% No change 247 $5K
Strategic Wealth Partners, Ltd. 0.00% — 246 $5K
Cape Investment Advisory, Inc. 0.00% Add +4.9% 235 $5K
Bellwether Advisors, LLC 0.00% No change 233 $5K
Clear Investment Research, LLC 0.01% Add +0.9% 219 $4K
Harbor Investment Advisory, LLC 0.00% No change 211 $4K
Glass Jacobson Investment Advisors llc 0.00% Reduce -82.6% 205 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +1950.0% 205 $4K
Holos Integrated Wealth LLC 0.00% No change 200 $4K
Stephens Consulting, LLC 0.00% Add +102.0% 202 $4K
Olistico Wealth, LLC 0.00% Reduce -22.2% 200 $4K
Vermillion Wealth Management, Inc. 0.00% No change 200 $4K
Fourth Dimension Wealth, LLC 0.00% No change 200 $4K
S&T Bank 0.00% No change 200 $4K
West Branch Capital LLC 0.00% No change 200 $4K
Archer Investment Corp 0.00% No change 200 $4K
Hoey Investments, Inc. 0.00% No change 200 $4K
Crews Bank & Trust 0.00% No change 200 $4K
Bollard Group LLC 0.00% Add +0.6% 183 $4K
Country Trust Bank 0.00% New 195 $4K
N.E.W. Advisory Services LLC 0.00% No change 189 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 179 $4K
Cornerstone Planning Group LLC 0.00% Add +77.0% 177 $4K
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% No change 160 $3K
Whipplewood Advisors, LLC 0.00% Reduce -36.8% 160 $3K
Hughes Financial Services, LLC 0.00% Add +37.5% 154 $3K
Bfsg, LLC 0.00% No change 133 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +12.7% 124 $3K
Park Place Capital Corp 0.00% No change 121 $2K
Kilter Group LLC 0.00% New 120 $2K
Dunhill Financial, LLC 0.00% Reduce -61.6% 117 $2K
Financial Perspectives, Inc 0.00% Add +0.9% 111 $2K
MCF Advisors LLC 0.00% No change 107 $2K
North Capital, Inc. 0.00% Reduce -4.5% 106 $2K
Creative Capital Management Investments LLC 0.00% No change 106 $2K
Binnacle Investments Inc 0.00% Add +147.6% 104 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 103 $2K
Cetera Trust Company, N.A 0.00% No change 100 $2K
United Community Bank 0.00% No change 100 $2K
Strategic Investment Solutions, Inc. 0.00% Reduce -31.5% 100 $2K
BNP Paribas 0.00% No change 100 $2K
Highline Wealth Partners LLC 0.00% Reduce -25.9% 100 $2K
Oliver Lagore Vanvalin Investment Group 0.00% — 123 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 92 $2K
Nemes Rush Group LLC 0.00% No change 90 $2K
Graney & King, LLC 0.00% Add +1.1% 89 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -62.6% 86 $2K
Parkworth Wealth Management, Inc. 0.00% Add +331.6% 82 $2K
Tortoise Investment Management, LLC 0.00% New 77 $2K
Quaker Wealth Management, LLC 0.00% — 71 $1K
Trifecta Capital Advisors, LLC 0.00% No change 71 $1K
GPS Wealth Strategies Group, LLC 0.00% Add +34.6% 70 $1K
WealthTrak Capital Management LLC 0.00% Add +140.0% 60 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +307.1% 57 $1K
Total Investment Management Inc. 0.00% New 56 $1K
Cheviot Value Management, LLC 0.00% No change 55 $1K
Pineridge Advisors LLC 0.00% No change 52 $1K
Pittenger & Anderson Inc. 0.00% No change 50 $1K
Tsfg, LLC 0.00% No change 63 $1K
Tradewinds Capital Management, LLC 0.00% No change 44 $909
HFM Investment Advisors, LLC 0.00% Add +450.0% 44 $900
Goodman Advisory Group, LLC 0.00% No change 43 $879
REAP Financial Group, LLC 0.00% No change 40 $818
Nova Wealth Management, Inc. 0.00% New 39 $807
American Capital Advisory, LLC 0.00% New 39 $798
TFC Financial Management, Inc. 0.00% Add +24.1% 36 $737
Accordant Advisory Group Inc 0.00% No change 31 $634
Winnacle Wealth LLC 0.00% Add +19.2% 31 $634
Cherry Tree Wealth Management, LLC 0.00% No change 31 $634
Strengthening Families & Communities, LLC 0.00% New 29 $593
Brown, Lisle/Cummings, Inc. 0.00% No change 24 $491
Dogwood Wealth Management LLC 0.00% Reduce -75.3% 21 $437
Maryland Capital Advisors Inc. 0.00% No change 19 $389
WestEnd Advisors, LLC 0.00% Reduce -9.5% 19 $389
Valued Wealth Advisors LLC 0.00% No change 18 $371
IMA Advisory Services, Inc. 0.00% New 15 $309
DecisionPoint Financial, LLC 0.00% New 15 $308
Morse Asset Management, Inc 0.00% No change 14 $286
Aspect Partners, LLC 0.00% No change 13 $266
Cedar Mountain Advisors, LLC 0.00% No change 10 $206
City State Bank 0.00% No change 8 $164
Transamerica Financial Advisors, LLC 0.00% No change 7 $129
NFSG Corp 0.00% New 5 $102
Main Street Group, LTD 0.00% No change 2 $41
Raleigh Capital Management Inc. 0.00% No change 1 $24
Pillar Financial Advisors, LLC 0.00% No change 1 $21
Robinswood Financial LLC 0.00% New 1 $20
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.