Hewlett Packard EnterpriseHPE

13F holders, Q4 2025 (December 31)
1,118holders +4
99new positions
134sold out
14famous investors
$24.02avg. 13F price*

At the end of Q4 2025, 1,118 institutions reported holding Hewlett Packard Enterprise (HPE) in their 13F filings, up 4 from Q3 2025. 99 opened new positions and 134 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($3.5B) and Bank of America Corp. ($1.7B). 14 famous investors held it, including Paul Singer (3.1% of Elliott Investment Management's portfolio), Alex Sacerdote (0.6% of Whale Rock Capital Management's portfolio) and John W. Rogers Jr. (0.3% of Ariel Investments's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions99$2.1B
Exits134$1.5B

All 13F filers, Q3 2025 → Q4 2025: 177,331,052 shares bought and 131,122,232 shares sold, net +46,208,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,118 holders

Vanguard Group Inc. 0.06% Add +1.1% 173,058,714 $4.2B
BlackRock, Inc. 0.06% Add +2.4% 145,713,002 $3.5B
Bank of America Corp. 0.13% Add +31.6% 72,250,391 $1.7B
State Street Corp. 0.06% Reduce -1.5% 70,149,420 $1.7B
JPMorgan Chase & Co. 0.08% Add +8.3% 51,276,820 $1.2B
Capital World Investors 0.12% New 37,541,672 $901.8M
Geode Capital Management, LLC 0.05% Add +1.3% 34,869,143 $835.6M
Slate Path Capital LP 7.90% Add +39.3% 24,396,242 $586.0M
Ameriprise Financial Inc. 0.13% Add +8.1% 23,845,927 $572.8M
Morgan Stanley 0.03% Add +27.5% 22,703,344 $545.3M
Primecap Management Co. 0.35% Reduce -8.0% 19,212,717 $461.5M
Elliott Investment Management 3.08% No change 18,630,978 $447.5M
Barrow Hanley Mewhinney & Strauss LLC 1.44% New 18,049,010 $433.5M
Dimensional Fund Advisors LP 0.09% Reduce -1.8% 17,893,021 $429.8M
UBS Group AG 0.08% Add +6.9% 15,972,400 $383.7M
Northern Trust Corp. 0.05% Reduce -1.0% 15,217,069 $365.5M
Citadel Advisors 0.24% Add +38.3% 14,448,322 $347.0M
Invesco Ltd. 0.03% Add +3.7% 13,993,466 $336.1M
D. E. Shaw & Co. 0.27% Add +478.4% 13,612,705 $327.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +0.4% 13,193,841 $316.9M
Goldman Sachs Group Inc. 0.04% Add +15.0% 12,899,185 $309.8M
Legal & General Group Plc 0.07% Reduce -7.4% 12,257,854 $294.4M
LSV Asset Management 0.62% Reduce -2.4% 11,888,992 $285.6M
Amundi 0.08% Add +63.1% 11,514,029 $276.6M
Nuveen, LLC 0.07% Reduce -5.9% 10,374,678 $249.2M
Charles Schwab Investment Management Inc. 0.04% Add +2.2% 10,209,062 $245.2M
Raymond James Financial Inc. 0.07% Add +0.2% 9,998,859 $240.3M
Schroder Investment Management Group 0.16% Reduce -0.8% 8,549,549 $205.8M
Deutsche Bank AG 0.06% Reduce -3.4% 7,932,745 $190.5M
HSBC Holdings PLC 0.11% Add +5.6% 7,826,838 $188.0M
Norges Bank 0.02% — 7,742,269 $186.0M
Two Sigma Investments, LP 0.29% New 7,589,011 $182.3M
Bank of New York Mellon Corp 0.03% Add +3.4% 7,536,913 $181.0M
Nordea Investment Management AB 0.15% Add +4.4% 7,485,650 $179.7M
First Trust Advisors LP 0.11% Reduce -5.2% 6,459,170 $155.1M
AQR Capital Management 0.07% Add +32.5% 5,902,556 $141.8M
Epoch Investment Partners, Inc. 0.75% Add +7.1% 5,486,641 $131.8M
Squarepoint Ops LLC 0.26% Reduce -7.3% 5,414,106 $130.0M
Two Sigma Advisers, LP 0.23% New 4,958,800 $119.1M
Allianz Asset Management GmbH 0.12% Reduce -8.8% 4,478,593 $107.6M
Retirement Systems of Alabama 0.32% Reduce -15.1% 4,070,702 $97.8M
Barclays PLC 0.04% Reduce -71.2% 4,021,681 $96.6M
Renaissance Technologies 0.15% New 3,899,000 $93.7M
National Pension Service 0.07% Add +2.0% 3,861,635 $92.8M
Worldquant Millennium Advisors LLC 0.34% Add +396.3% 3,632,514 $87.3M
Swiss National Bank 0.05% Reduce -4.4% 3,615,700 $86.8M
Capitolis Liquid Global Markets LLC 0.51% New 3,563,000 $85.6M
BNP Paribas Financial Markets 0.05% Add +33.1% 3,528,969 $84.8M
Canada Pension Plan Investment Board 0.06% Add +111.0% 3,422,119 $82.2M
FMR LLC 0.00% Add +3.4% 3,353,659 $80.6M
Bridgewater Associates 0.28% Add +85.9% 3,179,271 $76.4M
Mackenzie Financial Corp. 0.09% Reduce -0.0% 3,136,533 $75.3M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.0% 3,063,829 $73.6M
Wells Fargo & Company 0.01% Add +11.2% 3,057,922 $73.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +3.5% 2,811,044 $67.9M
MUFG Securities EMEA plc 0.79% Add +11131.8% 2,821,092 $67.8M
Hawk Ridge Capital Management LP 3.08% New 2,773,200 $66.6M
California Public Employees Retirement System 0.04% Reduce -0.3% 2,729,550 $65.6M
Millennium Management 0.05% Reduce -32.6% 2,725,677 $65.5M
Analog Century Management LP 3.21% Add +8.6% 2,716,725 $65.3M
Rhumbline Advisers 0.05% Reduce -1.2% 2,623,033 $63.0M
LPL Financial LLC 0.02% Reduce -1.7% 2,616,208 $62.8M
Holocene Advisors, LP 0.13% Reduce -55.7% 2,604,000 $62.5M
Russell Investments Group, Ltd. 0.07% Add +17.0% 2,537,223 $61.0M
Sei Investments Co. 0.06% Add +8.7% 2,376,075 $57.1M
Neuberger Berman Group LLC 0.04% Reduce -44.2% 2,321,655 $55.8M
Royal Bank of Canada 0.01% Reduce -63.1% 2,189,213 $52.6M
California State Teachers Retirement System 0.05% Reduce -1.4% 2,149,554 $51.6M
Alliancebernstein L.P. 0.02% Reduce -36.9% 2,094,316 $50.3M
Aberdeen Group plc 0.07% Add +2.1% 1,979,595 $47.5M
Citigroup Inc. 0.03% Add +19.2% 1,916,883 $46.0M
Whale Rock Capital Management 0.59% No change 1,908,017 $45.8M
T. Rowe Price Associates Inc. 0.00% Reduce -0.9% 1,900,164 $45.6M
DigitalBridge Group, Inc. 3.23% Reduce -9.8% 1,733,626 $41.6M
AMF Tjanstepension AB 0.26% Reduce -0.5% 1,719,290 $41.3M
Storebrand Asset Management As 0.11% Reduce -0.4% 1,702,310 $40.9M
Victory Capital Management Inc. 0.02% Reduce -2.1% 1,685,396 $40.5M
GMO 0.10% Add +21.4% 1,668,438 $40.1M
Natixis Advisors, LLC 0.06% Add +2.7% 1,655,555 $39.8M
Vontobel Holding Ltd. 0.13% Reduce -7.5% 1,621,766 $39.0M
Penserra Capital Management LLC 0.46% Add +1.9% 1,610,960 $38.7M
Defiance ETFs, LLC 1.25% — 1,581,141 $38.1M
SG Americas Securities, LLC 0.05% Add +10044.0% 1,500,391 $36.0M
Principal Financial Group Inc. 0.02% Reduce -1.2% 1,466,746 $35.2M
Gotham Asset Management 0.13% Add +25.2% 1,429,401 $34.3M
Perpetual Ltd 0.49% New 1,422,248 $34.2M
CANADA LIFE ASSURANCE Co 0.06% Reduce -42.3% 1,323,156 $31.8M
Ariel Investments 0.34% New 1,321,535 $31.7M
Federated Hermes, Inc. 0.05% Reduce -14.3% 1,251,035 $30.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +13.5% 1,250,226 $30.0M
Eurizon Capital SGR S.p.A. 0.09% — 1,220,044 $29.3M
Aviva PLC 0.05% Add +8.5% 1,213,628 $29.2M
TD Asset Management Inc 0.02% Add +5.0% 1,205,597 $29.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +223.8% 1,166,477 $28.0M
State Board of Administration of Florida Retirement System 0.05% Reduce -7.6% 1,160,115 $27.9M
Bank of Montreal 0.01% Add +13.2% 1,127,800 $27.1M
Alps Advisors Inc. 0.16% Add +1639.3% 1,115,062 $26.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -51.7% 1,093,897 $26.3M
Danske Bank A/S 0.06% Add +44.3% 1,092,885 $26.3M
New York State Teachers Retirement System 0.05% Reduce -3.5% 1,063,315 $25.5M
Korea Investment CORP 0.05% Reduce -0.1% 1,063,246 $25.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -4.2% 1,052,536 $25.3M
Credit Agricole S A 0.07% Add +37.8% 1,035,269 $24.9M
GDS Wealth Management 1.53% Reduce -0.6% 1,020,585 $24.5M
Glenmede Trust Co. NA 0.11% — 946,246 $22.7M
Envestnet Asset Management Inc. 0.01% Reduce -11.3% 938,918 $22.6M
Quantinno Capital Management LP 0.04% Add +14.8% 923,143 $22.2M
New York State Common Retirement Fund 0.03% Reduce -0.5% 907,169 $21.8M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -3.1% 891,236 $21.4M
Rokos Capital Management LLP 0.30% New 851,510 $20.5M
Robeco Institutional Asset Management B.V. 0.03% Reduce -21.0% 819,681 $19.7M
DekaBank Deutsche Girozentrale 0.03% No change 1,032,693 $19.5M
KBC Group NV 0.04% Add +8.5% 808,676 $19.4M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.27% New 802,575 $19.3M
Gabelli Funds LLC 0.13% Add +3.3% 796,234 $19.1M
State of Wisconsin Investment Board 0.04% Reduce -20.2% 795,581 $19.1M
Pictet Asset Management Holding SA 0.02% Reduce -3.6% 771,640 $18.5M
Minneapolis Portfolio Management Group, LLC 2.07% Add +2.3% 757,066 $18.2M
National Bank of Canada 0.02% Add +71.0% 750,375 $18.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.4% 749,152 $18.0M
UniSuper Management Pty Ltd 0.11% Reduce -4.1% 731,385 $17.6M
Cantor Fitzgerald Investment Advisors L.P. 1.30% Add +0.4% 731,281 $17.6M
Assenagon Asset Management S.A. 0.03% Reduce -79.3% 729,568 $17.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.42% Reduce -9.7% 728,586 $17.5M
Swedbank AB 0.02% Add +0.1% 724,436 $17.4M
Lansforsakringar Fondforvaltning AB (publ) 0.08% Add +70.8% 706,522 $17.0M
PFA Pension, Forsikringsaktieselskab 0.05% — 698,546 $16.8M
Voya Investment Management LLC 0.02% Reduce -7.3% 681,672 $16.4M
Crossmark Global Holdings, Inc. 0.23% Reduce -1.0% 671,946 $16.1M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.1% 671,583 $16.1M
Prudential Financial Inc. 0.02% Reduce -11.4% 670,876 $16.1M
Royal London Asset Management Ltd. 0.03% Reduce -1.0% 628,232 $15.1M
Handelsbanken Fonder AB 0.04% Add +33.0% 615,334 $14.8M
Treasurer of the State of North Carolina 0.05% Reduce -27.2% 610,459 $14.7M
Clifford Swan Investment Counsel LLC 0.48% No change 603,758 $14.5M
Los Angeles Capital Management LLC 0.05% Reduce -20.7% 591,350 $14.4M
Occudo Quantitative Strategies LP 0.96% Add +326.2% 599,023 $14.4M
Bank of Nova Scotia 0.02% Add +18.5% 587,298 $14.1M
Asset Management One Co., Ltd. 0.04% Reduce -0.1% 574,274 $14.0M
Stifel Financial Corp. 0.01% Reduce -6.8% 573,934 $13.8M
Quinn Opportunity Partners LLC 0.58% Add +8.8% 556,465 $13.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -68.3% 553,418 $13.3M
Boothbay Fund Management, LLC 0.35% Reduce -29.3% 551,063 $13.2M
Benchstone Capital Management LP 1.48% Reduce -41.5% 546,395 $13.1M
STRS Ohio 0.05% Reduce -44.8% 532,510 $12.8M
Osmosis Investment Management UK Ltd 0.32% — 518,886 $12.5M
Nisa Investment Advisors, LLC 0.04% Add +5.2% 516,092 $12.5M
Van Eck Associates Corp. 0.01% Add +111.1% 517,643 $12.4M
Franklin Resources Inc. 0.00% Reduce -1.6% 514,604 $12.4M
Alerus Financial NA 0.60% Reduce -5.6% 508,352 $12.2M
Mn Services Vermogensbeheer B.V. 0.07% Add +3.0% 505,757 $12.1M
Tudor Investment Corporation 0.07% Add +102.3% 500,117 $12.0M
GAMCO Investors 0.12% Reduce -0.9% 499,148 $12.0M
Susquehanna International Group, LLP 0.02% Reduce -81.0% 498,592 $12.0M
O'shaughnessy Asset Management, LLC 0.07% Reduce -21.1% 495,574 $11.9M
State of Michigan Retirement System 0.06% Reduce -5.5% 492,281 $11.8M
Viking Fund Management LLC 1.36% Add +22.5% 490,000 $11.8M
PNC Financial Services Group, Inc. 0.01% Add +4.3% 489,591 $11.8M
Illinois Municipal Retirement Fund 0.15% Add +15.7% 485,032 $11.7M
Verition Fund Management LLC 0.07% Add +1.3% 483,987 $11.6M
Public Employees Retirement System of Ohio 0.04% Reduce -4.6% 477,393 $11.5M
KLP Kapitalforvaltning As 0.04% Add +1.0% 465,111 $11.2M
Nomura Asset Management Co. Ltd. 0.03% Add +0.6% 467,208 $11.2M
Toronto Dominion Bank 0.02% Reduce -17.4% 464,809 $11.2M
Advisors Asset Management, Inc. 0.18% Reduce -18.8% 453,457 $10.9M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.6% 444,491 $10.7M
Macquarie Group Ltd. 0.05% Add +5.1% 434,734 $10.4M
Rafferty Asset Management, LLC 0.04% Reduce -9.0% 432,822 $10.4M
APG Asset Management N.V. 0.03% Reduce -15.2% 498,814 $10.2M
Corient Private Wealth LP 0.01% Add +8.2% 424,363 $10.2M
Munich Reinsurance Co Stock Corp in Munich 0.25% New 422,415 $10.2M
Resona Asset Management Co.,Ltd. 0.05% Reduce -6.4% 418,663 $10.1M
Sculptor Capital LP 0.21% New 150,000 $10.0M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -2.8% 411,196 $9.9M
Truist Financial Corp. 0.01% Add +1.6% 409,891 $9.8M
Beacon Pointe Advisors, LLC 0.07% Reduce -2.0% 407,290 $9.8M
Totem Point Management, LLC 9.74% New 406,506 $9.8M
State of Tennessee, Department of Treasury 0.03% Add +0.3% 443,510 $9.5M
Forsta Ap-Fonden 0.06% Add +34.5% 390,400 $9.4M
Man Group plc 0.02% Reduce -31.3% 388,600 $9.3M
American Century Companies Inc. 0.00% Reduce -14.2% 377,658 $9.1M
Creative Planning 0.01% Add +13.8% 369,713 $8.9M
Bogart Wealth, LLC 0.35% Add +73735.7% 364,010 $8.7M
Arizona State Retirement System 0.05% Reduce -6.6% 362,383 $8.7M
Wellington Management Group LLP 0.00% Reduce -57.0% 360,336 $8.7M
Vega Investment Solutions 1.37% — 359,170 $8.6M
Focus Partners Wealth 0.01% Add +558.8% 356,370 $8.6M
Cerity Partners LLC 0.01% Add +61.8% 356,202 $8.6M
Freestone Grove Partners LP 0.06% Reduce -78.0% 355,831 $8.5M
Fisher Asset Management 0.00% Add +3952.4% 352,515 $8.5M
DNB Asset Management AS 0.03% Reduce -3.7% 349,074 $8.4M
Czech National Bank 0.05% Add +4.4% 347,919 $8.4M
IFM Investors Pty Ltd 0.07% Add +7.8% 346,950 $8.3M
Impax Asset Management Group plc 0.05% Reduce -2.3% 341,417 $8.2M
Equitable Trust Co. 0.36% New 338,747 $8.1M
CIBC Asset Management Inc 0.02% Add +60.2% 337,691 $8.1M
Hancock Whitney Corp. 0.14% Add +3.8% 332,331 $8.0M
Bell Bank 0.34% Add +0.1% 326,718 $7.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -81.9% 325,015 $7.8M
Foster & Motley Inc. 0.42% Reduce -8.7% 324,438 $7.8M
MetLife Investment Management, LLC 0.04% Reduce -2.9% 316,167 $7.6M
EFG International AG 0.15% — 315,981 $7.6M
Mariner, LLC 0.01% Add +3.9% 314,297 $7.5M
Hodges Capital Management Inc. 0.64% Reduce -47.1% 312,257 $7.5M
Steward Partners Investment Advisory, LLC 0.04% Add +4.6% 310,409 $7.5M
HighTower Advisors, LLC 0.01% Add +1.4% 306,984 $7.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -2.6% 306,911 $7.4M
Mercer Global Advisors Inc. 0.01% Reduce -7.6% 305,660 $7.3M
State of Alaska, Department of Revenue 0.08% Reduce -3.3% 305,081 $7.3M
ProShare Advisors LLC 0.01% Add +6.0% 299,609 $7.2M
ARS Investment Partners, LLC 0.41% Add +7.0% 288,794 $6.9M
Ieq Capital, LLC 0.02% Add +7.9% 285,901 $6.9M
Swiss Life Asset Management Ltd 0.03% Add +11.8% 282,247 $6.8M
Trajan Wealth LLC 0.28% Reduce -3.4% 279,949 $6.7M
Capital International Sarl 0.11% New 276,955 $6.7M
PDT Partners, LLC 0.42% Add +353.5% 267,100 $6.4M
Amalgamated Bank 0.05% Add +7.2% 266,829 $6.4M
D L Carlson Investment Group Inc. 1.07% Reduce -17.0% 264,802 $6.4M
Pacer Advisors, Inc. 0.02% Reduce -7.9% 263,191 $6.3M
Capital International, Inc. 0.05% New 262,216 $6.3M
Cibc World Market Inc. 0.01% Add +8.3% 262,141 $6.3M
Clearbridge Investments, LLC 0.01% Reduce -5.3% 261,561 $6.3M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -2.4% 259,808 $6.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Add +13.5% 258,668 $6.2M
Mizuho Markets Cayman LP 0.31% Add +3285.1% 256,152 $6.2M
Kendall Capital Management 1.27% Add +1.6% 252,224 $6.1M
Shelton Capital Management 0.12% No change 251,267 $6.0M
Lifeworks Advisors, LLC 0.77% Add +15.2% 248,526 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +16.0% 248,350 $5.9M
USS Investment Management Ltd 0.03% No change 245,351 $5.9M
Heritage Trust Co 0.60% Add +7.1% 243,925 $5.9M
Cetera Investment Advisers 0.01% Add +9.7% 241,314 $5.8M
Banque Cantonale Vaudoise 0.20% Add +73.6% 234,456 $5.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +23.9% 233,693 $5.6M
Ilmarinen Mutual Pension Insurance Co 0.04% Reduce -13.7% 233,000 $5.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +12.1% 229,793 $5.5M
Concurrent Investment Advisors, LLC 0.06% Add +133.5% 229,699 $5.5M
ASR Vermogensbeheer N.V. 0.06% Reduce -0.9% 227,553 $5.5M
Howard Capital Management, LLC 0.07% Add +9.3% 227,178 $5.5M
Federation des caisses Desjardins du Quebec 0.02% Add +7.8% 225,489 $5.4M
Woodline Partners LP 0.02% Add +29.8% 225,122 $5.4M
Ethic Inc. 0.08% Add +4.8% 218,313 $5.2M
Freemont Management S.A. 1.03% Add +197.1% 217,200 $5.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Reduce -7.9% 216,360 $5.2M
Utah Retirement Systems 0.05% No change 216,209 $5.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +24.1% 215,593 $5.2M
&partners 0.03% Add +195.8% 215,195 $5.2M
NEOS Investment Management LLC 0.03% Add +19.3% 213,601 $5.1M
Xponance LLC 0.04% Add +1.2% 213,568 $5.1M
Daiwa Securities Group Inc. 0.02% Add +4.1% 213,418 $5.1M
Game Creek Capital, LP 1.93% Reduce -41.7% 211,750 $5.1M
Portman Square Capital LLP 4.91% New 211,405 $5.1M
QRG Capital Management, Inc. 0.05% Add +4.9% 202,867 $4.9M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -4.8% 201,263 $4.8M
Nomura Holdings Inc. 0.01% Reduce -78.9% 198,926 $4.8M
Lombard Odier Asset Management (Europe) Ltd 0.36% New 196,481 $4.7M
Public Sector Pension Investment Board 0.02% Add +41.1% 195,160 $4.7M
Ofi Invest Asset Management 0.07% Add +282.3% 223,585 $4.6M
New York Life Investment Management LLC 0.04% Add +0.5% 192,656 $4.6M
Oddo BHF Asset Management Sas 0.17% Add +28.8% 189,977 $4.6M
Cibc World Markets Corp. 0.02% — 183,545 $4.4M
Wealth High Governance Asset Management Ltda. 0.79% — 183,079 $4.4M
Caisse Des Depots Et Consignations 0.10% Add +61.8% 181,278 $4.4M
Commonwealth Equity Services, LLC 0.01% Reduce -27.9% 178,681 $4.3M
OpenArc Corporate Advisory, LLC 0.07% — 178,474 $4.3M
Janus Henderson Group PLC 0.00% Add +1.5% 178,303 $4.3M
Schonfeld Strategic Advisors LLC 0.02% Add +58.9% 178,210 $4.3M
Nissay Asset Management Corp. /Japan 0.02% Add +1.6% 178,186 $4.3M
Rakuten Investment Management, Inc. 0.01% Add +111.6% 173,573 $4.2M
Catherine Avery Investment Management LLC 2.48% Add +0.9% 172,697 $4.1M
Evolve Private Wealth, LLC 0.25% — 171,474 $4.1M
Comerica Bank 0.02% Reduce -5.7% 171,006 $4.1M
Pathstone Holdings, LLC 0.02% Reduce -0.7% 169,831 $4.1M
Cozad Asset Management Inc. 0.32% Reduce -1.3% 169,455 $4.1M
Meyer Handelman Co. 0.13% No change 169,244 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.1% 169,163 $4.1M
Empowered Funds, LLC 0.07% Add +44.0% 168,550 $4.0M
Hohimer Wealth Management, LLC 0.53% Reduce -0.4% 162,874 $3.9M
B. Metzler seel. Sohn & Co. AG 0.03% Add +4.1% 159,801 $3.8M
Intact Investment Management Inc. 0.11% Reduce -7.3% 159,000 $3.8M
BNP Paribas 0.11% Add +20371.2% 158,652 $3.8M
Fifth Third Bancorp 0.01% Add +11.9% 158,223 $3.8M
Assetmark, Inc. 0.01% Add +0.6% 157,876 $3.8M
Positano Wealth Management Ltd 2.96% — 157,614 $3.8M
Argyle Capital Management, LLC 1.26% No change 156,693 $3.8M
Quadrature Capital Ltd 0.04% New 153,412 $3.7M
Dana Investment Advisors, Inc. 0.11% Reduce -0.7% 152,102 $3.7M
Knights of Columbus Asset Advisors LLC 0.21% Add +4.3% 151,424 $3.6M
Oregon Public Employees Retirement Fund 0.05% Add +0.7% 151,103 $3.6M
Davidson Kempner Capital Management LP 0.07% New 150,000 $3.6M
M&T Bank Corp 0.01% Add +12.7% 145,848 $3.5M
Lombard Odier Asset Management (Switzerland) SA 0.15% Reduce -52.6% 144,754 $3.5M
MML Investors Services, LLC 0.01% Reduce -3.7% 144,506 $3.5M
Sanctuary Advisors, LLC 0.02% Add +3.1% 144,300 $3.5M
Engineers Gate Manager LP 0.04% Reduce -92.4% 143,532 $3.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.24% Reduce -46.4% 143,143 $3.4M
Hourglass Capital, LLC 0.74% Reduce -2.4% 143,110 $3.4M
Janney Montgomery Scott LLC 0.01% Add +2.1% 143,047 $3.4M
Waterfront Wealth Inc. 0.65% Reduce -0.1% 160,175 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -0.4% 141,433 $3.4M
Tredje AP-fonden 0.03% Add +10.4% 140,765 $3.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% — 140,572 $3.4M
NewEdge Advisors, LLC 0.01% Add +6.9% 213,138 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -18.7% 139,104 $3.3M
Lakewood Asset Management LLC 1.96% Add +0.3% 138,736 $3.3M
Yousif Capital Management, LLC 0.04% Reduce -5.3% 162,201 $3.3M
Havemeyer Place LP 0.65% — 136,361 $3.3M
Oarsman Capital, Inc. 0.42% Add +31.3% 135,996 $3.3M
Cwm, LLC 0.01% Add +12.1% 134,961 $3.2M
Guggenheim Capital LLC 0.02% Reduce -31.1% 134,379 $3.2M
BW Gestao de Investimentos Ltda. 0.11% Reduce -62.7% 134,283 $3.2M
OP Asset Management Ltd 0.04% No change 134,086 $3.2M
Avanza Fonder AB 0.08% No change 133,712 $3.2M
Ensign Peak Advisors, Inc 0.01% Reduce -84.4% 133,426 $3.2M
Barnett & Company, Inc. 2.54% Reduce -2.2% 131,150 $3.2M
Captrust Financial Advisors 0.01% Add +8.3% 130,071 $3.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.94% Reduce -17.4% 128,428 $3.1M
Lazard Asset Management LLC 0.01% Reduce -42.0% 127,965 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -59.3% 126,796 $3.0M
Public Employees Retirement Association of Colorado 0.01% No change 125,698 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.3% 124,247 $3.0M
Kestra Advisory Services, LLC 0.01% Add +5.8% 124,224 $3.0M
Rockefeller Capital Management L.P. 0.01% Add +23.3% 123,816 $3.0M
Capital International Ltd. 0.10% New 122,322 $2.9M
US Bancorp \de 0.00% Reduce -6.2% 121,521 $2.9M
Bryn Mawr Trust Advisors, LLC 0.14% Reduce -4.8% 120,388 $2.9M
Hennion & Walsh Asset Management, Inc. 0.10% Add +21.8% 118,485 $2.8M
Wealth High Governance Capital Ltda 0.82% Reduce -78.3% 116,921 $2.8M
LBP Am SA 0.03% Reduce -0.5% 116,608 $2.8M
AlphaStar Capital Management, LLC 0.21% Add +3.4% 116,399 $2.8M
Linden Thomas Advisory Services, LLC 0.28% Add +2.2% 115,391 $2.8M
Osaic Holdings, Inc. 0.00% Reduce -53.9% 113,177 $2.7M
Kintegral Advisory, LLC 0.23% Reduce -2.7% 112,368 $2.7M
Marshall Wace, LLP 0.00% New 112,866 $2.7M
Commerce Bank 0.01% Add +65.9% 112,762 $2.7M
Fiduciary Trust Co 0.03% Reduce -6.2% 109,016 $2.6M
Vest Financial, LLC 0.03% Add +64.6% 108,579 $2.6M
Genus Capital Management Inc. 0.30% Reduce -46.1% 107,803 $2.6M
Bar Harbor Wealth Management 0.15% Reduce -0.9% 107,097 $2.6M
ING Groep NV 0.02% Reduce -75.8% 106,220 $2.6M
Investment Management Corp of Ontario 0.03% Add +70.5% 104,941 $2.5M
Commerzbank Aktiengesellschaft 0.05% Reduce -18.2% 104,759 $2.5M
Mutual Advisors, LLC 0.05% Reduce -1.3% 103,861 $2.5M
First Nebraska Trust Co 0.23% Reduce -2.6% 103,533 $2.5M
Ingalls & Snyder LLC 0.09% Add +0.6% 103,333 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 102,014 $2.5M
Brevan Howard Capital Management LP 0.05% Add +41.1% 101,509 $2.4M
Lido Advisors, LLC 0.01% Add +6.3% 99,459 $2.4M
Legato Capital Management LLC 0.21% New 100,100 $2.4M
Candriam S.C.A. 0.01% Add +5.1% 99,312 $2.4M
Allstate Corp. 0.03% Add +102.8% 98,853 $2.4M
Summit Trail Advisors, LLC 0.04% Add +4.6% 98,223 $2.4M
HB Wealth Management, LLC 0.02% Reduce -8.4% 98,724 $2.4M
Merit Financial Group, LLC 0.02% Add +133.8% 96,825 $2.3M
Zurich Insurance Group Ltd 0.02% No change 95,000 $2.3M
WealthShield Partners, LLC 0.25% Add +10.7% 94,508 $2.3M
Midwest Professional Planners, LTD. 0.52% Reduce -0.6% 92,197 $2.2M
Williams Jones Wealth Management, LLC. 0.02% No change 90,957 $2.2M
Ritholtz Wealth Management 0.04% Reduce -21.5% 89,371 $2.1M
Numerai GP LLC 0.26% New 88,115 $2.1M
Radnor Capital Management, LLC 0.31% Reduce -3.1% 87,726 $2.1M
Mizuho Securities USA LLC 0.03% Add +0.5% 96,074 $2.1M
Dodge & Cox 0.00% Reduce -1.5% 86,454 $2.1M
Independent Advisor Alliance 0.05% Add +692.5% 84,165 $2.0M
Voleon Capital Management LP 0.04% Reduce -67.8% 83,018 $2.0M
Kentucky Retirement Systems 0.05% No change 82,326 $2.0M
Norinchukin Bank, The 0.02% Add +7.2% 80,909 $1.9M
TD Private Client Wealth LLC 0.04% Add +0.6% 80,769 $1.9M
Oppenheimer & Co. Inc. 0.03% Reduce -42.2% 80,115 $1.9M
Vident Advisory, LLC 0.02% Add +1.3% 78,470 $1.9M
Wealthfront Advisers LLC 0.00% Add +8.1% 78,372 $1.9M
Sterling Capital Management LLC 0.03% Reduce -4.1% 77,991 $1.9M
Towne Trust Company, N.A 0.58% Reduce -3.8% 77,681 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -20.6% 77,568 $1.9M
Westside Investment Management, Inc. 0.30% Add +9.3% 77,195 $1.9M
Hilltop Holdings Inc. 0.11% Add +7.7% 77,010 $1.8M
HighVista Strategies LLC 0.47% Reduce -22.8% 76,181 $1.8M
Hartford Investment Management Co. 0.05% Reduce -1.2% 75,951 $1.8M
Laird Norton Wetherby Trust Company, LLC 0.04% New 75,420 $1.8M
Greenwich Wealth Management LLC 0.08% Reduce -5.8% 75,407 $1.8M
Needham Investment Management LLC 0.11% No change 74,000 $1.8M
Convergence Investment Partners, LLC 0.34% Reduce -62.8% 71,992 $1.7M
Board of the Pension Protection Fund 1.64% Reduce -8.9% 71,600 $1.7M
Abundance Wealth Counselors 0.28% Reduce -0.9% 70,034 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +47.5% 69,880 $1.7M
Long Run Wealth Advisors, LLC 0.32% Add +2.6% 69,810 $1.7M
Jones Financial Companies LLLP 0.00% Add +29.1% 69,376 $1.7M
Mission Wealth Management, LP 0.03% Reduce -3.4% 68,713 $1.7M
NLB Skladi, upravljanje premozenja, d.o.o. 0.08% — 68,700 $1.7M
Quadrant Capital Group LLC 0.05% Add +4.9% 68,542 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -2.2% 67,400 $1.6M
Brookstone Capital Management 0.02% Reduce -10.1% 66,679 $1.6M
Metis Global Partners, LLC 0.04% Reduce -6.2% 66,637 $1.6M
Legacy Bridge, LLC 0.65% Add +0.3% 66,505 $1.6M
Allspring Global Investments Holdings, LLC 0.00% Add +1.0% 65,701 $1.6M
Abn Amro Investment Solutions 0.02% Add +238.6% 65,356 $1.6M
Paradigm Asset Management Co. LLC 0.36% Reduce -5.9% 65,100 $1.6M
Affinity Investment Advisors, LLC 1.03% New 64,779 $1.6M
Gulf International Bank (UK) Ltd 0.05% No change 64,585 $1.6M
Maryland State Retirement & Pension System 0.03% No change 63,732 $1.5M
AG2R La Mondiale Gestion D'actifs 0.07% Add +5.8% 63,106 $1.5M
Bridgeway Capital Management, LLC 0.03% Reduce -0.6% 62,400 $1.5M
Two Sigma Securities, LLC 0.20% New 61,091 $1.5M
New Mexico Educational Retirement Board 0.04% Add +2.4% 60,708 $1.5M
44 Wealth Management LLC 0.48% Add +1.0% 59,606 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -36.2% 58,361 $1.4M
Private Advisor Group, LLC 0.01% Reduce -14.0% 58,335 $1.4M
Park Avenue Securities LLC 0.01% Add +5.9% 58,082 $1.4M
Advisory Services Network, LLC 0.02% Add +14.7% 57,639 $1.4M
CSS LLC 0.23% Add +13.2% 57,216 $1.4M
Bonness Enterprises Inc. 0.47% No change 57,100 $1.4M
Susquehanna Portfolio Strategies, LLC 0.02% No change 57,100 $1.4M
Stance Capital LLC 0.50% Add +2563.7% 56,977 $1.4M
Caprock Group, LLC 0.03% Reduce -57.6% 55,902 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +12.4% 56,096 $1.3M
Atlas Capital Advisors Inc. 0.15% — 56,056 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +8.2% 56,032 $1.3M
World Investment Advisors 0.02% Add +61.5% 55,040 $1.3M
E. Ohman J:or Asset Management AB 0.03% No change 54,552 $1.3M
OMERS ADMINISTRATION Corp 0.01% Reduce -62.6% 54,332 $1.3M
Integrated Wealth Concepts LLC 0.02% Add +1.1% 53,607 $1.3M
Fisher Funds Management LTD 0.03% No change 53,694 $1.3M
Pallas Capital Advisors LLC 0.04% Add +8.6% 53,307 $1.3M
Longfellow Investment Management Co. LLC 0.29% Add +22.8% 52,948 $1.3M
University of Texas/Texas Am Investment Management Co. 0.18% Reduce -39.9% 52,302 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +0.4% 52,160 $1.3M
Freestone Capital Holdings, LLC 0.04% Reduce -58.8% 51,678 $1.2M
Ballentine Partners, LLC 0.02% Reduce -0.2% 51,564 $1.2M
Blair William & Co. 0.00% Reduce -5.6% 51,549 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.60% New 5,635 $1.2M
JTC Employer Solutions Trustee Ltd 0.08% New 56,577 $1.2M
Allworth Financial LP 0.01% Reduce -5.1% 51,467 $1.2M
Bleakley Financial Group, LLC 0.02% Add +20.8% 51,389 $1.2M
MASTERINVEST Kapitalanlage GmbH 0.12% No change 50,874 $1.2M
Lanark Financial, Inc. 0.09% Reduce -8.9% 50,563 $1.2M
Great Lakes Retirement, Inc. 0.12% Add +2.8% 49,574 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +0.0% 50,708 $1.2M
Modern Wealth Management, LLC 0.02% Reduce -1.1% 49,314 $1.2M
Savant Capital, LLC 0.01% Reduce -1.1% 49,152 $1.2M
Cresset Asset Management, LLC 0.01% Add +0.9% 48,547 $1.2M
Lee Danner & Bass Inc. 0.08% No change 48,584 $1.2M
Guidance Capital, Inc. 0.28% Reduce -1.4% 54,384 $1.2M
Campbell & CO Investment Adviser LLC 0.06% Add +27.1% 47,886 $1.2M
Dockside LLC 0.29% — 47,441 $1.1M
180 Wealth Advisors, LLC 0.13% Reduce -2.1% 46,820 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +389.9% 46,525 $1.1M
Jane Street Group, LLC 0.00% Reduce -99.5% 46,498 $1.1M
Kesler, Norman & Wride, LLC 0.19% Add +28.1% 46,367 $1.1M
Intech Investment Management LLC 0.01% Reduce -41.2% 45,808 $1.1M
Arax Advisory Partners 0.03% Reduce -49.9% 45,565 $1.1M
North Dakota State Investment Board 0.04% — 44,968 $1.1M
Contravisory Investment Management, Inc. 0.21% New 44,950 $1.1M
Benin Management CORP 0.24% No change 44,714 $1.1M
Atria Investments, Inc 0.01% Reduce -5.2% 44,555 $1.1M
Bessemer Group Inc. 0.00% Add +22.0% 44,206 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +59.9% 44,156 $1.1M
Empirical Finance, LLC 0.05% Reduce -4.1% 44,131 $1.1M
CIBC Private Wealth Group LLC 0.00% Add +0.3% 44,021 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -74.7% 43,547 $1.0M
Athena Investment Management 0.53% No change 43,432 $1.0M
Global Retirement Partners, LLC 0.02% Add +9.1% 43,279 $1.0M
Arkadios Wealth Advisors 0.02% Add +36.6% 42,944 $1.0M
NewEdge Wealth, LLC 0.01% Add +68.9% 42,562 $1.0M
Eagle Harbor Asset Management Inc. 0.85% Reduce -1.0% 42,528 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.8% 42,159 $1.0M
EP Wealth Advisors, LLC 0.01% — 41,886 $1.0M
Cornerstone Select Advisors, LLC 0.69% Add +3.2% 41,638 $1.0M
GatePass Capital, LLC 0.52% Add +0.0% 41,233 $990K
Mosaic Family Wealth Partners, LLC 0.11% Reduce -18.2% 41,025 $985K
Pavaki Capital Management LLC 0.69% — 41,000 $985K
DGS Capital Management, LLC 0.17% Add +1.1% 40,753 $979K
Ostrum Asset Management 0.05% Reduce -16.0% 40,374 $970K
Twin Capital Management Inc. 0.12% Reduce -3.6% 40,246 $967K
Parallel Advisors, LLC 0.02% Add +1.3% 40,209 $966K
First Dallas Securities Inc. 0.36% Reduce -38.9% 39,802 $956K
Vise Technologies, Inc. 0.02% Add +72.9% 39,632 $952K
Legacy Capital Group California, Inc. 0.23% Reduce -1.0% 39,532 $950K
J. Safra Sarasin Holding AG 0.02% Reduce -28.6% 39,519 $949K
DAVENPORT & Co LLC 0.01% Reduce -35.4% 39,453 $948K
Capital Investment Counsel, Inc 0.11% No change 38,834 $933K
AlphaCore Capital LLC 0.02% Add +347.4% 38,029 $913K
Bailard, Inc. 0.02% Add +15.9% 37,814 $908K
Horizon Investments, LLC 0.01% Reduce -24.1% 37,779 $907K
Apollon Wealth Management, LLC 0.02% Add +10.1% 37,708 $906K
Cowa, LLC 0.27% Add +0.0% 37,352 $897K
Regions Financial Corp. 0.01% Add +0.1% 36,581 $879K
Advanced Portfolio Management, LLC 2.68% New 36,577 $879K
United Capital Financial Advisors, LLC 0.01% Add +15.6% 36,446 $875K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +63.0% 36,121 $868K
Securian Asset Management, Inc. 0.03% Reduce -43.4% 35,878 $862K
Mufg Securities Americas Inc. 0.05% Add +0.5% 35,546 $854K
Pines Wealth Management, LLC 0.28% Add +4.5% 35,443 $851K
Brown Advisory Inc. 0.00% Reduce -4.4% 35,275 $847K
Keybank National Association 0.00% Reduce -3.5% 35,220 $846K
Meeder Advisory Services, Inc. 0.04% Add +18.9% 35,169 $845K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +1.6% 35,130 $844K
V-Square Quantitative Management LLC 0.09% Reduce -14.7% 34,989 $840K
Stoneridge Investment Partners LLC 0.58% Reduce -1.0% 34,810 $836K
Provident Investment Management, Inc. 0.08% New 34,770 $835K
Wahed Invest LLC 0.11% Reduce -3.2% 34,737 $834K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 34,507 $829K
Mount Lucas Management LP 0.36% Add +1.3% 33,930 $815K
Prospera Financial Services Inc 0.01% Reduce -19.4% 33,840 $813K
Argonautica Private Wealth Management, Inc. 0.24% Reduce -4.4% 33,776 $811K
Redwood Investment Management, LLC 0.09% New 33,487 $804K
Forum Financial Management, LP 0.01% Reduce -0.1% 33,334 $801K
Siemens Fonds Invest GmbH 0.04% Add +84.8% 33,142 $798K
State of Wyoming 0.09% Add +13.8% 32,921 $791K
Canada Post Corp Registered Pension Plan 0.03% Add +26.9% 32,860 $789K
Alteri Wealth LLC 0.25% Add +17.8% 32,496 $781K
Walled Lake Planning & Wealth Management, LLC 0.25% Add +0.1% 32,417 $779K
Callan Family Office, LLC 0.02% Add +45.5% 31,805 $764K
AAFMAA Wealth Management & Trust LLC 0.30% New 31,756 $763K
Pinnacle Financial Partners, Inc. 0.01% — 31,696 $761K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.0% 31,625 $760K
Fortitude Advisory Group L.L.C. 0.32% No change 31,194 $749K
Abacus Planning Group, Inc. 0.10% Add +2.9% 31,005 $745K
Cacti Asset Management LLC 0.04% No change 30,000 $730K
Total Clarity Wealth Management, Inc. 0.18% Reduce -0.6% 30,361 $729K
Praxis Investment Management Inc. 0.04% No change 30,160 $724K
Bank of Stockton 0.21% No change 30,000 $721K
RBF Capital, LLC 0.03% Reduce -62.5% 30,000 $721K
Blue Trust, Inc. 0.01% Add +3.5% 29,800 $716K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -18.8% 29,502 $709K
Aster Capital Management (DIFC) Ltd 0.31% Add +23.9% 29,199 $701K
Ascent Group, LLC 0.02% Reduce -0.5% 29,154 $700K
Quantitative Investment Management, LLC 0.07% New 29,073 $698K
SOL Capital Management CO 0.06% Add +1.3% 28,925 $695K
Veracity Capital LLC 0.20% Reduce -2.7% 28,776 $691K
Fourpath Capital Management, LLC 0.09% No change 28,666 $689K
Brooklyn Investment Group 0.03% Add +22.4% 28,290 $688K
Prudential PLC 0.01% No change 28,518 $685K
IVC Wealth Advisors LLC 0.30% Add +4.8% 28,473 $684K
Farther Finance Advisors, LLC 0.01% Add +12.3% 28,433 $683K
Marex Group Ltd 0.01% Add +36.0% 28,430 $683K
Sage Advisors, LLC 0.45% Add +0.6% 28,355 $681K
Centaurus Financial, Inc. 0.03% Reduce -0.4% 28,170 $677K
Sacks & Associates, LLC 0.50% — 28,105 $675K
Werba Rubin Papier Wealth Management 0.18% Add +0.2% 28,076 $674K
Essential Partners LLC 0.20% Add +0.9% 27,653 $664K
Signaturefd, LLC 0.01% Add +4.2% 27,560 $662K
GAMMA Investing LLC 0.03% Reduce -0.9% 27,545 $662K
Investors Asset Management of Georgia Inc. /Ga/ 0.27% Reduce -0.1% 27,424 $659K
Harbor Capital Advisors, Inc. 0.05% Reduce -0.1% 27,314 $656K
Financial Consulate, Inc. 0.09% Reduce -0.2% 27,168 $653K
Coldstream Capital Management Inc. 0.01% Reduce -4.8% 26,877 $646K
Capital Group Investment Management Pte. LTD. 0.10% New 26,829 $644K
Delaney Capital Management Ltd. 0.11% — 26,720 $642K
Secured Retirement Advisors, LLC 0.36% Reduce -4.1% 26,657 $640K
Argentarii, LLC 0.21% No change 26,632 $640K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.9% 26,266 $631K
Beverly Hills Private Wealth, LLC 0.11% Add +8.4% 26,226 $630K
Cohen Klingenstein LLC 0.02% No change 26,200 $629K
Leonteq Securities AG 0.03% Reduce -1.9% 26,187 $629K
Clearstead Advisors, LLC 0.01% Add +16.9% 26,079 $626K
Andra AP-fonden 0.01% Reduce -97.4% 25,511 $613K
Vestcor Inc 0.02% No change 25,424 $611K
Evergreen Capital Management LLC 0.01% Reduce -0.8% 25,274 $610K
Great Lakes Advisors, LLC 0.01% Reduce -55.0% 25,360 $609K
Tema ETFs LLC 0.05% Reduce -0.3% 25,242 $606K
Gsa Capital Partners LLP 0.05% New 25,213 $606K
Equitable Holdings, Inc. 0.00% Add +70.5% 25,164 $604K
Nations Financial Group Inc, /Ia/ 0.03% New 25,091 $603K
Paradigm Capital Management, LLC 0.56% New 24,850 $597K
Steadtrust LLC 0.36% New 24,660 $592K
Scotia Capital Inc. 0.00% Add +45.5% 24,391 $586K
Citizens Financial Group Inc. 0.01% Reduce -7.5% 24,261 $583K
Montgomery Investment Management Inc. 0.21% No change 24,250 $582K
Kathmere Capital Management, LLC 0.04% Reduce -3.0% 24,210 $582K
Jmac Enterprises LLC 0.11% Add +59.2% 24,200 $581K
VestGen Advisors, LLC 0.02% Add +16.1% 24,133 $580K
Peloton Wealth Strategists 0.23% Add +185.5% 24,010 $577K
Smithfield Trust Co 0.03% Add +0.2% 24,034 $577K
Foundations Investment Advisors, LLC 0.01% Add +25.9% 23,868 $573K
Balyasny Asset Management L.P. 0.00% Reduce -99.3% 23,377 $562K
Abacus Wealth Partners, LLC 0.05% New 23,157 $556K
Avantra Family Wealth, Inc. 0.40% Reduce -0.6% 22,917 $550K
Waverly Advisors, LLC 0.00% Add +33.4% 22,664 $544K
Register Financial Advisors LLC 0.21% Add +10.3% 22,603 $543K
Elevation Wealth Partners, LLC 0.19% No change 22,518 $541K
Wealth Advisors Northwest LLC 0.24% No change 22,211 $534K
Investment Research Partners LLC 0.23% Add +2.0% 21,925 $527K
Level Four Advisory Services, LLC 0.02% Reduce -1.2% 21,766 $523K
Groupama Asset Managment 0.01% Reduce -9.4% 21,178 $509K
Mgo One Seven LLC 0.01% Add +4.7% 20,857 $501K
Mirabella Financial Services LLP 0.05% New 20,812 $500K
Silvercrest Asset Management Group LLC 0.00% No change 20,687 $497K
Independent Financial Group, LLC 0.01% Reduce -21.5% 20,675 $497K
TCW Group Inc. 0.00% New 20,670 $496K
Fieldview Capital Management, LLC 0.08% New 20,260 $487K
Cidel Asset Management Inc. 0.03% No change 20,059 $482K
Supplemental Annuity Collective Trust of NJ 0.12% No change 20,000 $480K
Profund Advisors LLC 0.01% Reduce -10.8% 19,995 $480K
HighPoint Advisor Group LLC 0.01% Add +3.1% 19,993 $480K
EJMK Ventures LLC 0.29% — 19,902 $478K
Orion Porfolio Solutions, LLC 0.00% Add +25.5% 19,795 $475K
Frank, Rimerman Advisors LLC 0.03% Reduce -1.1% 19,772 $475K
Huntington National Bank 0.00% Add +11.3% 19,582 $470K
XTX Topco Ltd 0.01% Reduce -80.2% 19,580 $470K
Greenleaf Trust 0.00% Add +3.8% 19,346 $465K
Wendell David Associates Inc. 0.05% No change 19,200 $461K
William B. Walkup & Associates, Inc. 0.25% Add +2.0% 19,100 $459K
Crestwood Advisors Group, LLC 0.01% Add +1.4% 19,087 $458K
Smartleaf Asset Management LLC 0.02% Add +1.3% 19,000 $457K
Ossiam 0.01% Add +5227.5% 18,966 $456K
Rathbones Group PLC 0.00% No change 18,958 $455K
Destination Wealth Management 0.01% Add +87.3% 18,900 $454K
Silver Coast Investments LLC 0.16% No change 18,857 $453K
Checchi Capital Advisers, LLC 0.03% Reduce -0.8% 18,851 $453K
Inceptionr LLC 0.12% Add +56.4% 18,722 $450K
PCM Encore, LLC 0.10% — 18,701 $449K
Prime Capital Investment Advisors, LLC 0.01% Add +1.1% 18,611 $447K
Compound Planning, Inc. 0.01% Add +4.0% 18,505 $444K
SBI Securities Co., Ltd. 0.01% Reduce -4.3% 18,261 $439K
CX Institutional 0.01% Reduce -9.1% 18,166 $436K
EverSource Wealth Advisors, LLC 0.02% Add +13.9% 18,143 $436K
Bradley Foster & Sargent Inc. 0.01% Add +11.5% 18,100 $435K
City National Bank of Florida 0.28% Add +4.8% 18,048 $434K
Picton Mahoney Asset Management 0.00% Add +24.1% 17,770 $427K
MAI Capital Management 0.00% Reduce -0.0% 17,736 $426K
Avior Wealth Management, LLC 0.01% Add +84.9% 17,607 $423K
Whittier Trust Co. 0.00% Reduce -3.5% 17,704 $421K
Volterra Technologies LP 0.43% New 17,530 $421K
AE Wealth Management LLC 0.00% Add +8.3% 17,518 $421K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% Add +16.7% 17,500 $420K
J.W. Cole Advisors, Inc. 0.01% Reduce -2.2% 17,784 $419K
Kingsview Wealth Management, LLC 0.01% Add +7.1% 17,255 $414K
Savvy Advisors, Inc. 0.01% Add +33.1% 16,963 $407K
Syon Capital LLC 0.02% Reduce -3.3% 16,947 $407K
Flputnam Investment Management Co. 0.01% Add +0.6% 16,871 $405K
Sunflower Bank, N.A. 0.10% Add +13.1% 16,826 $404K
Asahi Life Asset Management Co., LTD. 0.22% New 16,650 $400K
Zacks Investment Management 0.00% Reduce -89.4% 16,481 $396K
Baird Financial Group, Inc. 0.00% Reduce -80.2% 16,465 $395K
Oxford Wealth Group, LLC 0.19% — 16,393 $394K
Impact Partnership Wealth, LLC 0.05% Add +73.9% 16,333 $392K
Inlet Private Wealth, LLC 0.09% No change 16,205 $389K
Old Port Advisors 0.10% Add +1.2% 16,149 $388K
Apella Capital, LLC 0.01% New 16,112 $387K
MidFirst Bank 0.03% — 16,050 $386K
Avantax Planning Partners, Inc. 0.01% Add +0.0% 16,022 $385K
Dorato Capital Management 0.29% — 17,259 $381K
Kessler Investment Group, LLC 0.16% Reduce -3.6% 15,806 $380K
Violich Capital Management, Inc. 0.04% New 15,800 $380K
One Wealth Advisors, LLC 0.05% Reduce -38.0% 15,785 $379K
Cherry Creek Investment Advisors, Inc. 0.16% Reduce -24.6% 15,670 $376K
Paragon Capital Management Ltd 0.08% Add +0.5% 15,642 $376K
Sivia Capital Partners, LLC 0.08% Add +44.5% 15,582 $374K
Optas, LLC 0.06% Add +1.9% 15,581 $374K
Ameritas Investment Partners, Inc. 0.01% Add +3.0% 15,485 $372K
B. Riley Wealth Advisors, Inc. 0.02% Add +19.2% 15,441 $371K
Tiaa Trust, National Association 0.00% Add +3.5% 15,171 $364K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.6% 15,162 $364K
Western Wealth Management, LLC 0.02% Reduce -1.2% 15,076 $362K
Van Strum & Towne Inc. 0.10% No change 14,925 $358K
Meridian Investment Counsel Inc. 0.09% No change 14,893 $358K
Frec Markets, Inc. 0.10% — 14,810 $356K
Dumont & Blake Investment Advisors LLC 0.09% Reduce -14.8% 14,746 $354K
Panagora Asset Management Inc. 0.00% No change 14,726 $354K
Phillips Wealth Planners LLC 0.28% Reduce -0.9% 16,687 $351K
Essex Financial Services, Inc. 0.02% Add +5.8% 14,480 $348K
USA Financial Formulas 0.06% New 14,460 $347K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.6% 14,355 $347K
Trust Asset Management LLC 0.02% Reduce -3.6% 14,414 $346K
Mma Asset Management LLC 0.12% No change 14,350 $345K
Caxton Associates LLP 0.01% Reduce -97.7% 14,327 $344K
Wilmington Savings Fund Society, FSB 0.01% Add +0.9% 14,263 $343K
Principal Securities, Inc. 0.01% Add +0.3% 14,213 $341K
Nixon Peabody Trust Co. 0.03% No change 14,161 $340K
LMR Partners LLP 0.00% Reduce -99.5% 14,000 $336K
Wealth Alliance, LLC 0.03% Add +4.6% 13,886 $334K
Empower Advisory Group, LLC 0.00% Add +32.5% 13,867 $333K
Choreo, LLC 0.00% Reduce -64.0% 13,774 $332K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -11.0% 13,701 $331K
Mirova 0.05% Reduce -48.7% 13,573 $326K
Wealthspire Advisors, LLC 0.00% Add +278.6% 13,560 $326K
PDS Planning, Inc 0.02% Reduce -4.7% 13,531 $325K
Carnegie Investment Counsel 0.01% Add +14.0% 13,524 $325K
Perigon Wealth Management, LLC 0.01% Add +0.9% 13,453 $323K
Burke & Herbert Bank & Trust Co. 0.09% Add +11.7% 13,335 $320K
Invested Advisors 0.33% New 13,263 $319K
First National Bank & Trust Co. of Newtown 0.06% No change 13,190 $317K
RHS Financial, LLC 0.15% Reduce -5.8% 13,168 $316K
CI Investments Inc. 0.00% Add +27.9% 13,027 $313K
Aptus Capital Advisors, LLC 0.00% Add +8.6% 13,020 $313K
HUB Investment Partners, LLC 0.01% Add +0.8% 13,009 $312K
Smith Shellnut Wilson LLC 0.12% No change 12,924 $310K
CFC Planning Co LLC 0.24% Reduce -14.6% 12,920 $310K
First Citizens Bank & Trust Co. 0.01% Add +15.6% 12,920 $310K
Capstone Investment Advisors, LLC 0.00% Reduce -76.2% 12,910 $310K
Personal Cfo Solutions, LLC 0.05% Add +17.5% 12,906 $310K
R Squared Ltd 0.14% Add +53.1% 12,892 $310K
West Michigan Advisors, LLC 0.07% Reduce -6.1% 12,791 $309K
Kingswood Wealth Advisors, LLC 0.01% Reduce -1.5% 12,833 $308K
True Link Financial Advisors, LLC 0.02% No change 12,800 $307K
Patten & Patten Inc. 0.02% Reduce -12.0% 12,798 $307K
Clear Creek Financial Management, LLC 0.02% Add +3.6% 12,726 $306K
Xxi Wealth, LLC 0.19% — 12,706 $305K
Claret Asset Management Corp 0.03% Reduce -0.2% 12,428 $299K
Sigma Planning Corp 0.01% Reduce -4.4% 12,425 $299K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.5% 12,301 $295K
First Horizon Corp. 0.01% Add +18.9% 12,297 $295K
Sagespring Wealth Partners, LLC 0.01% Reduce -9.2% 12,257 $294K
Cigna Investments Inc. 0.04% Reduce -5.7% 12,200 $293K
Three Seasons Wealth, LLC 0.03% No change 12,039 $291K
Aspen Capital Management, LLC 0.07% No change 12,110 $291K
Wedmont Private Capital 0.01% Add +7.9% 12,859 $288K
Seven Mile Advisory 0.05% Add +8.0% 12,001 $288K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.14% Add +46.3% 12,000 $288K
Levin Capital Strategies, L.P. 0.03% New 12,000 $288K
Krilogy Financial LLC 0.01% Add +21.2% 13,397 $286K
PFG Investments, LLC 0.01% Reduce -11.2% 11,908 $286K
Advisors Capital Management, LLC 0.00% New 11,821 $284K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.0% 11,772 $283K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 11,690 $282K
Kestra Investment Management, LLC 0.01% Reduce -10.1% 11,624 $279K
Hilltop National Bank 0.07% Reduce -0.3% 11,614 $279K
Roman Butler Fullerton & Co. 0.07% Add +12.7% 13,049 $279K
Turning Point Benefit Group, Inc. 0.15% No change 11,602 $279K
Stratos Wealth Partners, LTD. 0.00% Add +1.2% 11,567 $278K
Summit Financial, LLC 0.00% New 11,421 $276K
NorthRock Partners, LLC 0.00% Reduce -3.9% 11,551 $275K
North Star Investment Management Corp. 0.02% No change 11,385 $273K
Root Financial Partners, LLC 0.01% Add +53.4% 11,263 $271K
Fort Point Capital Partners LLC 0.03% New 12,251 $269K
Ares Systematic Credit Ltd 1.03% — 4,022 $266K
First Financial Bankshares Inc 0.01% Add +4.7% 11,082 $266K
D'Orazio & Associates, Inc. 0.03% Reduce -0.8% 11,064 $266K
Perennial Advisors, LLC 0.04% No change 11,030 $265K
Summit Financial Wealth Advisors, LLC 0.04% Reduce -15.4% 11,025 $265K
Sentry LLC 0.07% No change 11,024 $265K
Crawford Investment Counsel Inc. 0.00% Reduce -13.8% 10,832 $260K
Parcion Private Wealth LLC 0.02% Add +13.9% 10,754 $258K
Nicolet Advisory Services, LLC 0.02% Add +23.1% 11,638 $257K
Welch & Forbes LLC 0.00% No change 10,700 $257K
South Dakota Investment Council 0.00% Reduce -75.9% 10,700 $257K
Snowden Capital Advisors LLC 0.01% Add +6.6% 10,593 $256K
Virtue Capital Management, LLC 0.04% Add +258.0% 10,528 $254K
Coppell Advisory Solutions LLC 0.02% Reduce -0.1% 10,510 $253K
Saxon Interests, Inc. 0.09% Reduce -6.6% 10,511 $252K
Sagewood Asset Management LP 0.09% — 10,497 $252K
Jackson Square Capital, LLC 0.05% Add +15.0% 10,476 $252K
Catalyst Financial Partners LLC 0.03% Add +2.5% 10,403 $250K
Auxier Asset Management LLC 0.03% Reduce -11.4% 10,309 $248K
Ironwood Investment Management LLC 0.10% No change 10,248 $246K
Moors & Cabot, Inc. 0.01% New 10,240 $246K
Ellevest, Inc. 0.03% Reduce -3.1% 10,205 $245K
Curi Capital, LLC 0.00% Add +1.1% 10,206 $245K
Patton Fund Management, Inc. 0.03% Reduce -25.1% 10,166 $244K
Soltis Investment Advisors LLC 0.02% Add +19.5% 10,115 $243K
Mystic Asset Management, Inc. 0.05% Add +4.2% 9,989 $240K
Verdad Advisers, LP 0.27% — 9,920 $238K
Elequin Capital, LP 0.04% New 9,892 $238K
Legacy Financial Advisors, Inc. 0.03% Reduce -9.2% 9,864 $237K
HM Payson & Co. 0.00% No change 9,851 $237K
Canandaigua National Trust Co of Florida 0.15% No change 9,835 $236K
Transcend Capital Advisors, LLC 0.02% Reduce -6.0% 9,763 $235K
Composition Wealth, LLC 0.00% Add +3.2% 9,664 $232K
Summit Securities Group LLC 0.04% Add +327.1% 9,660 $232K
Wellspring Financial Advisors, LLC 0.02% New 9,616 $231K
Peterson Wealth Services 0.06% Reduce -39.2% 9,589 $230K
D.A. Davidson & Co. 0.00% Reduce -1.7% 9,569 $230K
McAdam, LLC 0.01% Add +9.9% 9,555 $230K
Anchor Investment Management, LLC 0.02% No change 9,550 $229K
CENTRAL TRUST Co 0.00% Reduce -8.9% 9,486 $228K
Brown Brothers Harriman & Co. 0.00% Add +28.6% 9,414 $226K
Eastern Bank 0.00% Add +0.1% 9,369 $225K
Aprio Wealth Management, LLC 0.01% Add +4.9% 9,333 $224K
GTS Securities LLC 0.01% Reduce -12.7% 9,310 $224K
Evoke Wealth, LLC 0.00% Reduce -11.5% 9,212 $223K
Johnson Investment Counsel Inc. 0.00% Reduce -0.3% 9,263 $222K
Optiver Holding B.V. 0.00% New 9,259 $222K
Lake Street Private Wealth, LLC 0.03% Add +7.9% 9,234 $222K
Syverson Strege & Co 0.05% Reduce -0.2% 9,213 $221K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.1% 9,196 $221K
Alpha Family Trust 0.10% No change 9,150 $220K
Stonehaven Wealth & Tax Solutions, LLC 0.20% Add +0.3% 9,098 $219K
Erste Asset Management GmbH 0.00% No change 8,980 $218K
Herold Advisors, Inc. 0.05% No change 9,089 $218K
Sax Wealth Advisors, LLC 0.01% New 9,088 $218K
JMN Financial LLC 0.22% — 8,969 $217K
Vectors Research Management, LLC 0.07% No change 9,000 $216K
Gator Capital Management, LLC 0.04% New 9,000 $216K
Courier Capital LLC 0.01% No change 9,000 $216K
Private Trust Co. NA 0.02% Add +1.9% 8,996 $216K
Affinity Wealth Management LLC 0.03% Add +2.0% 8,978 $216K
Vestmark Advisory Solutions, Inc. 0.00% Add +7.3% 8,978 $216K
Trust Co. of Vermont 0.01% Add +1.1% 8,951 $215K
Neville Rodie & Shaw Inc. 0.02% No change 8,944 $215K
Pathfinder Wealth Consulting, Inc. 0.14% — 8,941 $215K
Dakota Wealth Management 0.00% Add +3.6% 8,850 $213K
Davis R M Inc. 0.00% Reduce -5.4% 8,800 $211K
Valeo Financial Advisors, LLC 0.00% New 8,790 $211K
Markin Volterra Fund LP 1.64% — 8,646 $208K
Diversified Trust Co. 0.00% Reduce -6.8% 8,641 $208K
Spinnaker Trust 0.01% Reduce -9.9% 8,620 $207K
RFG Advisory, LLC 0.00% New 8,602 $207K
Chicago Partners Investment Group LLC 0.01% New 9,791 $206K
Integrated Advisors Network LLC 0.01% Reduce -1.4% 8,553 $205K
Scientech Research LLC 0.13% Reduce -31.0% 8,516 $205K
Wellington Shields & Co., LLC 0.05% Reduce -9.7% 8,485 $204K
Edgestream Partners, L.P. 0.01% New 8,450 $203K
Beaumont Financial Advisors, LLC 0.01% Add +0.4% 8,446 $203K
UMB Bank, n.a. 0.00% Reduce -20.9% 8,414 $202K
Carnegie Lake Advisors LLC 0.08% No change 8,400 $202K
Tactive Advisors, LLC 0.06% New 8,372 $201K
Larson Financial Group LLC 0.01% Add +7.7% 8,149 $196K
Oakworth Capital, Inc. 0.01% No change 7,978 $192K
Exchange Traded Concepts, LLC 0.00% Reduce -66.1% 7,888 $189K
Armstrong Advisory Group, Inc. 0.01% No change 7,730 $186K
Spire Wealth Management 0.01% Add +15.4% 7,725 $186K
Whittier Trust Co. of Nevada Inc. 0.00% No change 7,691 $183K
Zions Bancorporation, National Association 0.01% Add +145.1% 7,448 $179K
Parkside Financial Bank & Trust 0.01% Add +72.0% 7,333 $176K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.7% 7,298 $175K
Versant Capital Management, Inc 0.02% Reduce -0.8% 7,206 $173K
Wolff Wiese Magana LLC 0.09% No change 6,908 $166K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -0.8% 6,652 $160K
Estabrook Capital Management 0.02% No change 6,400 $154K
Raiffeisen Bank International AG 0.00% No change 6,222 $150K
Atlantic Union Bankshares Corp 0.00% No change 5,949 $143K
TD Waterhouse Canada Inc. 0.00% Add +14.3% 5,888 $141K
IFP Advisors, Inc 0.00% Add +98.0% 5,620 $135K
Itau Unibanco Holding S.A. 0.00% Add +42.9% 5,587 $134K
Deseret Mutual Benefit Administrators 0.06% No change 5,506 $132K
Harbour Investments, Inc. 0.00% Reduce -9.2% 5,384 $129K
Hanson & Doremus Investment Management 0.01% Reduce -6.7% 5,090 $122K
Indiana Trust & Investment Management Co 0.04% No change 5,000 $120K
Central Pacific Bank - Trust Division 0.02% No change 5,000 $120K
Trust Co. of Toledo NA 0.01% No change 4,973 $119K
AlphaCentric Advisors LLC 0.12% — 4,949 $119K
Torren Management, LLC 0.06% — 4,938 $119K
Farmers & Merchants Investments Inc. 0.00% Reduce -1.8% 4,847 $116K
Basecamp Wealth Advisors LLC 0.02% — 4,610 $111K
Cromwell Holdings LLC 0.06% No change 4,548 $110K
Motco 0.01% No change 4,216 $101K
Security National Bank 0.01% No change 4,112 $99K
Key Financial Inc 0.02% Reduce -1.7% 4,047 $97K
Addison Advisors LLC 0.02% Reduce -0.8% 4,024 $97K
Steigerwald, Gordon & Koch Inc. 0.01% Add +0.1% 4,010 $96K
AdvisorNet Financial, Inc 0.01% Add +1.9% 3,965 $95K
Silvant Capital Management LLC 0.00% No change 3,879 $93K
Gen-Wealth Partners Inc 0.03% No change 3,742 $90K
CYBER HORNET ETFs LLC 0.05% Add +6.1% 3,735 $90K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,097 $88K
Fideuram Asset Management (Ireland) dac 0.01% — 4,086 $87K
Quent Capital, LLC 0.01% Add +2.4% 3,593 $86K
Geneos Wealth Management Inc. 0.00% Add +0.2% 3,591 $86K
SHP Wealth Management 0.01% — 3,528 $85K
Hantz Financial Services, Inc. 0.00% Reduce -28.1% 3,345 $80K
Rothschild Investment LLC 0.00% Add +23.6% 3,220 $77K
Sittner & Nelson, LLC 0.03% No change 3,273 $77K
SBI Okasan Asset Management Co.Ltd. 0.00% — 3,165 $77K
Clean Yield Group 0.02% No change 3,200 $77K
Webster Bank, N. A. 0.01% No change 3,200 $77K
SageView Advisory Group, LLC 0.00% New 3,096 $74K
Colonial Trust Co / SC 0.01% Add +16.4% 3,072 $74K
Johnson Financial Group, Inc. 0.00% Reduce -2.9% 3,034 $73K
JNBA Financial Advisors 0.01% Add +3.4% 3,047 $73K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +190.9% 3,034 $73K
Westfuller Advisors, LLC 0.03% Reduce -6.9% 3,013 $73K
Sentry Investment Management LLC 0.05% No change 2,961 $71K
Pacific Center for Financial Services 0.02% No change 2,784 $68K
SouthState Bank Corp 0.00% Reduce -2.4% 2,647 $64K
Bell Investment Advisors, Inc 0.01% Add +11.5% 2,636 $63K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 2,601 $62K
Physician Wealth Advisors, Inc. 0.01% Reduce -0.3% 2,505 $60K
TrinityBridge Ltd 0.00% No change 2,500 $60K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 2,450 $59K
Financial Freedom, LLC 0.03% No change 2,216 $53K
Cullen/Frost Bankers, Inc. 0.00% Reduce -26.4% 2,185 $52K
Bruce G. Allen Investments, LLC 0.04% Add +22.0% 2,174 $52K
AlphaQuest LLC 0.00% Reduce -90.2% 2,033 $49K
Caldwell Sutter Capital, Inc. 0.02% No change 1,975 $47K
International Assets Investment Management, LLC 0.00% Reduce -90.9% 1,931 $46K
Conquis Financial LLC 0.04% No change 1,897 $46K
Syntax Research, Inc. 0.03% No change 1,897 $46K
Montag A & Associates Inc. 0.00% No change 1,885 $46K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,896 $46K
Rossby Financial, LCC 0.01% Add +27.6% 1,856 $45K
DV Equities, LLC 0.01% — 1,855 $45K
Manchester Capital Management LLC 0.01% Add +64.7% 1,851 $44K
Ameriflex Group, Inc. 0.02% Reduce -37.7% 1,814 $44K
Asset Dedication, LLC 0.00% Reduce -5.3% 1,761 $42K
Ransom Advisory, Ltd 0.02% No change 1,700 $41K
Corsicana & Co. 0.02% No change 1,670 $40K
IFC & Insurance Marketing, Inc. 0.04% — 1,648 $40K
WealthCollab, LLC 0.02% Add +121.8% 1,657 $40K
Hilton Head Capital Partners, LLC 0.02% — 1,653 $40K
Ancora Advisors LLC 0.00% Reduce -73.6% 1,598 $38K
JFS Wealth Advisors, LLC 0.00% Add +40.5% 1,565 $38K
Flagship Wealth Advisors, LLC 0.01% No change 1,507 $36K
Coston, McIsaac & Partners 0.01% No change 1,523 $36K
Wellington-Altus USA Inc. 0.03% — 1,429 $34K
Thompson Investment Management, Inc. 0.00% New 1,427 $34K
SWAN Capital LLC 0.01% Reduce -12.1% 1,418 $34K
Capital Analysts, LLC 0.00% Reduce -4.7% 1,390 $34K
Consultiva Wealth Management, Corp. 0.09% No change 1,321 $32K
Cape Investment Advisory, Inc. 0.01% Add +109.6% 1,312 $32K
Hara Capital LLC 0.02% No change 1,309 $31K
ESL Trust Services, LLC 0.01% Add +8.1% 1,297 $31K
Clearstead Trust, LLC 0.00% No change 1,291 $31K
Reflection Asset Management 0.02% — 1,270 $31K
St Germain D J Co. Inc. 0.00% No change 1,265 $30K
Union Savings Bank 0.01% — 1,263 $30K
Meramec Financial Planners, LLC 0.01% — 1,263 $30K
Valley National Advisers Inc. 0.00% Reduce -1.0% 1,208 $29K
CVA Family Office, LLC 0.00% Reduce -17.1% 1,192 $29K
Mission Creek Capital Partners, Inc. 0.01% No change 10,761 $28K
Covestor Ltd 0.01% Reduce -89.0% 1,165 $28K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -22.5% 1,121 $26K
Albion Financial Group 0.00% No change 1,066 $26K
Grove Bank & Trust 0.00% No change 1,062 $26K
TFC Financial Management, Inc. 0.00% No change 1,006 $24K
Cranbrook Wealth Management, LLC 0.00% No change 1,005 $24K
Centennial Bank 0.01% No change 1,000 $24K
DV Trading LLC 0.00% — 1,000 $24K
Centerpoint Advisors, LLC 0.01% No change 1,000 $24K
American National Bank & Trust 0.00% Reduce -51.1% 986 $24K
IAG Wealth Partners, LLC 0.00% New 975 $23K
MV Capital Management, Inc. 0.00% Add +0.7% 957 $23K
Caldwell Trust Co 0.00% Reduce -39.2% 928 $22K
CNB Bank 0.01% No change 880 $21K
GW&K Investment Management, LLC 0.00% Reduce -7.4% 877 $21K
Financial Management Professionals, Inc. 0.00% Add +17.7% 858 $21K
Concord Wealth Partners 0.00% Reduce -10.8% 861 $21K
First Community Trust NA 0.02% No change 850 $20K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 846 $20K
Activest Wealth Management 0.00% Add +33.1% 844 $20K
Allianz SE 0.00% No change 840 $20K
Flagship Harbor Advisors, LLC 0.00% New 839 $20K
Horizon Financial Services, LLC 0.01% No change 816 $20K
Pinnacle Bancorp, Inc. 0.01% No change 801 $19K
North Ridge Wealth Advisors, Inc. 0.01% No change 779 $19K
Perkins Coie Trust Co 0.00% No change 778 $19K
Prestige Wealth Management Group LLC 0.00% No change 771 $19K
Sachetta, LLC 0.01% No change 767 $18K
Global Trust Asset Management, LLC 0.01% Reduce -25.0% 750 $18K
CoreCap Advisors, LLC 0.00% Reduce -1.5% 729 $18K
Kelleher Financial Advisors 0.00% No change 719 $17K
Wealth Preservation Advisors, LLC 0.01% Add +6.7% 718 $17K
Costello Asset Management, INC 0.01% No change 693 $17K
First Command Advisory Services, Inc. 0.00% Add +9.5% 692 $17K
Sunbelt Securities, Inc. 0.00% Add +29.9% 686 $16K
Global Wealth Strategies & Associates 0.00% No change 684 $16K
WPG Advisers, LLC 0.01% Reduce -12.6% 662 $16K
Kozak & Associates, Inc. 0.00% No change 706 $16K
Cordant, Inc. 0.01% New 644 $15K
Salomon & Ludwin, LLC 0.00% Reduce -32.2% 636 $15K
Roble, Belko & Company, Inc 0.00% Add +42.7% 645 $15K
Resources Management Corp. /CT/ 0.00% No change 625 $15K
McIlrath & Eck, LLC 0.00% No change 622 $15K
Bank & Trust Co 0.01% No change 616 $15K
Private Wealth Management Group, LLC 0.00% Add +7.3% 615 $15K
Keating Financial Advisory Services, Inc. 0.00% — 598 $14K
Tidemark, LLC 0.00% No change 592 $14K
Avion Wealth 0.00% Reduce -3.5% 607 $14K
Tompkins Financial Corp. 0.00% Reduce -79.9% 578 $14K
Capital Advisors, Ltd. LLC 0.00% Add +0.2% 537 $13K
True Wealth Design, LLC 0.00% Reduce -23.0% 522 $13K
Archer Investment Corp 0.00% Add +159.5% 519 $12K
WFA of San Diego, LLC 0.01% No change 516 $12K
Cresta Advisors, Ltd. 0.01% New 506 $12K
Raffa Wealth Management, LLC 0.00% Add +14.5% 506 $12K
Atlantic Private Wealth, LLC 0.01% New 500 $12K
Alexis Investment Partners, LLC 0.00% No change 500 $12K
Ares Financial Consulting, LLC 0.01% — 499 $12K
HHM Wealth Advisors, LLC 0.00% No change 476 $11K
Rakuten Securities, Inc. 0.00% Add +186.7% 473 $11K
Center for Financial Planning, Inc. 0.00% Add +47.8% 467 $11K
Citizens National Bank Trust Department 0.00% No change 464 $11K
Godsey & Gibb, Inc. 0.00% No change 458 $11K
SJS Investment Consulting Inc. 0.00% Add +17.5% 449 $11K
PFS Partners, LLC 0.00% Add +0.5% 445 $11K
Financial Network Wealth Advisors LLC 0.01% No change 439 $11K
New Millennium Group LLC 0.00% Reduce -6.5% 431 $10K
Wilkerson Advisory Group LLC 0.00% — 426 $10K
Pflug Koory, LLC 0.00% No change 416 $10K
SOA Wealth Advisors, LLC. 0.00% Add +0.3% 407 $10K
Heritage Wealth Advisors 0.00% No change 400 $10K
Murphy & Mullick Capital Management Corp 0.01% Add +0.8% 397 $10K
Delta Asset Management LLC 0.00% No change 375 $9K
Eq Wealth Advisors, LLC 0.01% New 374 $9K
Advantage Trust Co 0.00% No change 360 $9K
Kings Path Partners LLC 0.00% No change 358 $9K
Clark Wealth Partners 0.01% No change 356 $9K
Abound Wealth Management 0.00% Add +2.3% 353 $8K
Rialto Wealth Management, LLC 0.00% No change 352 $8K
Davis Capital Management 0.01% No change 352 $8K
Fortis Group Advisors, LLC 0.00% Add +111.7% 345 $8K
Beaird Harris Wealth Management, LLC 0.00% Add +684.1% 345 $8K
Elyxium Wealth, LLC 0.00% New 343 $8K
Millstone Evans Group, LLC 0.00% No change 331 $8K
Private Wealth Asset Management, LLC 0.00% No change 313 $8K
ORG Partners LLC 0.00% Reduce -22.6% 309 $7K
Harbor Investment Advisory, LLC 0.00% No change 299 $7K
Fortitude Family Office, LLC 0.00% Reduce -0.3% 295 $7K
Hollencrest Capital Management 0.00% No change 294 $7K
Howard Hughes Medical Institute 0.00% Add +0.7% 284 $7K
Strive Financial Group ,LLC 0.00% — 279 $7K
Kemnay Advisory Services Inc. 0.00% New 279 $7K
Signature Equity Partners, LLC 0.00% — 270 $6K
CBIZ Investment Advisory Services, LLC 0.00% No change 268 $6K
Transamerica Financial Advisors, LLC 0.00% Add +196.6% 261 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 253 $6K
Kilter Group LLC 0.00% Add +115.4% 252 $6K
GoalVest Advisory LLC 0.00% New 250 $6K
Plante Moran Financial Advisors, LLC 0.00% No change 247 $6K
Cornerstone Planning Group LLC 0.00% Add +15.0% 269 $6K
Creative Financial Designs Inc. 0.00% No change 241 $6K
Park Place Capital Corp 0.00% Add +86.8% 226 $5K
Sound Income Strategies, LLC 0.00% Add +1.2% 252 $5K
Godfrey Financial Associates, Inc. 0.00% — 224 $5K
Teachers Insurance & Annuity Association of America 0.01% No change 223 $5K
Strategic Advocates LLC 0.00% No change 220 $5K
Imprint Wealth LLC 0.02% Reduce -50.6% 211 $5K
Hurley Capital, LLC 0.00% Add +2000.0% 210 $5K
Strategic Wealth Advisors LLC 0.00% — 240 $5K
Motiv8 Investments LLC 0.00% New 212 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 200 $5K
Nalls Sherbakoff Group, LLC 0.00% New 207 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 205 $5K
Holos Integrated Wealth LLC 0.00% No change 200 $5K
Strategic Wealth Partners, Ltd. 0.00% No change 201 $5K
Navalign, LLC 0.00% New 201 $5K
Byrne Asset Management LLC 0.00% Reduce -9.1% 200 $5K
Olistico Wealth, LLC 0.00% New 200 $5K
Vermillion Wealth Management, Inc. 0.00% No change 200 $5K
Fourth Dimension Wealth, LLC 0.00% No change 200 $5K
S&T Bank 0.00% Reduce -61.1% 200 $5K
West Branch Capital LLC 0.00% No change 200 $5K
Hoey Investments, Inc. 0.00% No change 200 $5K
Crews Bank & Trust 0.00% No change 200 $5K
Country Trust Bank 0.00% No change 195 $5K
Maseco LLP 0.00% Reduce -74.8% 194 $5K
N.E.W. Advisory Services LLC 0.00% No change 189 $5K
Bravera Wealth 0.00% — 181 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 179 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 170 $4K
Bollard Group LLC 0.00% Add +0.5% 185 $4K
Creative Capital Management Investments LLC 0.00% Add +56.6% 166 $4K
Cornerstone Financial Management LLC 0.00% — 162 $4K
Smallwood Wealth Investment Management, LLC 0.00% No change 160 $4K
Hughes Financial Services, LLC 0.00% No change 154 $4K
Benson Wealth Management INC 0.00% — 152 $4K
Garton & Associates Financial Advisors LLC 0.00% — 133 $3K
Bfsg, LLC 0.00% No change 133 $3K
Triumph Capital Management 0.00% New 130 $3K
Dunhill Financial, LLC 0.00% Add +8.5% 128 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.6% 126 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +90.8% 124 $3K
Evolution Wealth Management Inc. 0.00% New 117 $3K
Financial Perspectives, Inc 0.00% No change 112 $3K
MCF Advisors LLC 0.00% No change 107 $3K
Principia Wealth Advisory, LLC 0.00% Add +15.1% 107 $3K
Basepoint Wealth LLC 0.00% New 102 $2K
Highline Wealth Partners LLC 0.00% No change 100 $2K
Cetera Trust Company, N.A 0.00% No change 100 $2K
United Community Bank 0.00% No change 100 $2K
Stephens Consulting, LLC 0.00% No change 100 $2K
Crewe Advisors LLC 0.00% No change 100 $2K
Toth Financial Advisory Corp. 0.00% New 94 $2K
Nemes Rush Group LLC 0.00% Add +4.4% 94 $2K
Graney & King, LLC 0.00% Add +1.1% 90 $2K
Goodman Advisory Group, LLC 0.00% No change 89 $2K
REAP Financial Group, LLC 0.00% Add +117.5% 87 $2K
Tsfg, LLC 0.00% No change 63 $2K
2UniFi Bank 0.00% No change 80 $2K
Clayton Financial Group LLC 0.00% New 79 $2K
Quaker Wealth Management, LLC 0.00% No change 71 $2K
Sunrise Financial Services, LLC 0.00% — 61 $1K
Marquette Asset Management, LLC 0.00% Reduce -53.9% 60 $1K
Wealth Watch Advisors, INC 0.00% Reduce -32.9% 57 $1K
Pittenger & Anderson Inc. 0.00% No change 50 $1K
Compagnie Lombard Odier SCmA 0.00% No change 50 $1K
Cheviot Value Management, LLC 0.00% Reduce -99.2% 55 $1K
McGuire Capital Advisors Inc. 0.00% — 47 $1K
American Capital Advisory, LLC 0.00% Add +17.9% 46 $1K
Princeton Global Asset Management LLC 0.00% New 45 $1K
Trust Co 0.00% New 45 $1K
Tradewinds Capital Management, LLC 0.00% No change 44 $1K
HFM Investment Advisors, LLC 0.00% Reduce -4.5% 42 $1K
Navigoe, LLC 0.00% No change 72 $1K
CKW Financial Group 0.00% Reduce -94.9% 50 $1K
1015 Capital Partners, LLC 0.00% — 41 $985
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -97.1% 41 $985
Aventura Private Wealth, LLC 0.00% New 40 $961
Dogwood Wealth Management LLC 0.00% Add +39.3% 39 $937
Tucker Asset Management LLC 0.00% New 39 $937
Accordant Advisory Group Inc 0.00% No change 31 $745
Cherry Tree Wealth Management, LLC 0.00% No change 31 $745
Brown, Lisle/Cummings, Inc. 0.00% No change 24 $576
WestEnd Advisors, LLC 0.00% Reduce -16.0% 21 $504
Quest 10 Wealth Builders, Inc. 0.00% No change 20 $491
HighMark Wealth Management LLC 0.00% New 20 $480
Seneschal Advisors, LLC 0.00% No change 19 $457
Maryland Capital Advisors Inc. 0.00% No change 19 $457
Valued Wealth Advisors LLC 0.00% No change 18 $435
Chilton Capital Management LLC 0.00% Reduce -98.5% 18 $433
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 18 $396
IMA Advisory Services, Inc. 0.00% No change 15 $362
DecisionPoint Financial, LLC 0.00% No change 15 $361
Walleye Capital LLC 0.00% Reduce -100.0% 14 $336
Aspect Partners, LLC 0.00% No change 13 $312
Stone House Investment Management, LLC 0.00% New 12 $288
Cedar Mountain Advisors, LLC 0.00% No change 10 $245
Optima Capital LLC 0.00% New 10 $242
Nvwm, LLC 0.00% New 10 $240
City State Bank 0.00% No change 8 $192
High Note Wealth, LLC 0.00% Add +14.3% 8 $192
Morse Asset Management, Inc 0.00% Reduce -50.0% 7 $168
Curio Wealth, LLC 0.00% New 6 $147
Kohmann Bosshard Financial Services, LLC 0.00% New 6 $145
Atwood & Palmer Inc. 0.00% No change 5 $121
NFSG Corp 0.00% No change 5 $120
Laurel Wealth Advisors LLC 0.00% New 3 $54
Winnacle Wealth LLC 0.00% No change 1 $25
Altshuler Shaham Ltd 0.00% New 1 $24

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