Hewlett Packard EnterpriseHPE
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $729.6M |
| Exits | 117 | $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.