Hewlett Packard EnterpriseHPE

13F holders, Q1 2026 (March 31)
1,121holders +3
118new positions
115sold out
12famous investors
$23.75avg. 13F price*

At the end of Q1 2026, 1,121 institutions reported holding Hewlett Packard Enterprise (HPE) in their 13F filings, up 3 from Q4 2025. 118 opened new positions and 115 sold out. The largest holders were BlackRock, Inc. ($3.4B), Vanguard Capital Management LLC ($2.1B) and Bank of America Corp. ($1.8B). 12 famous investors held it, including Paul Singer (4.1% of Elliott Investment Management's portfolio), John W. Rogers Jr. (0.4% of Ariel Investments's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions118$253.0M
Exits115$394.1M

All 13F filers, Q4 2025 → Q1 2026: 106,939,721 shares bought and 104,600,763 shares sold, net +2,338,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,121 holders

BlackRock, Inc. 0.06% Reduce -1.3% 143,871,063 $3.4B
Vanguard Capital Management LLC 0.05% — 86,349,595 $2.1B
Bank of America Corp. 0.13% Add +2.6% 74,100,943 $1.8B
Vanguard Portfolio Management LLC 0.09% — 73,781,670 $1.8B
State Street Corp. 0.06% Reduce -3.5% 67,719,913 $1.6B
Capital World Investors 0.19% Add +56.3% 58,667,233 $1.4B
JPMorgan Chase & Co. 0.08% Add +6.4% 54,552,885 $1.2B
Geode Capital Management, LLC 0.05% Add +3.0% 35,914,670 $851.9M
Barrow Hanley Mewhinney & Strauss LLC 2.21% Add +57.0% 28,333,485 $674.6M
Elliott Investment Management 4.11% Add +47.2% 27,421,735 $652.9M
Ameriprise Financial Inc. 0.13% Reduce -2.2% 23,326,224 $555.4M
Slate Path Capital LP 8.22% Reduce -4.7% 23,254,842 $553.7M
Morgan Stanley 0.03% Reduce -10.3% 20,358,412 $484.7M
Dimensional Fund Advisors LP 0.09% Add +0.1% 17,902,711 $426.1M
Primecap Management Co. 0.32% Reduce -10.3% 17,229,080 $410.2M
Goldman Sachs Group Inc. 0.05% Add +32.4% 17,081,698 $406.7M
Invesco Ltd. 0.04% Add +18.3% 16,548,406 $394.0M
Northern Trust Corp. 0.05% Add +0.4% 15,279,805 $363.8M
AQR Capital Management 0.15% Add +139.4% 14,129,109 $327.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -6.5% 12,331,802 $293.6M
LSV Asset Management 0.61% Reduce -0.6% 11,821,086 $281.5M
UBS Group AG 0.05% Reduce -26.4% 11,749,340 $279.8M
Legal & General Group Plc 0.06% Reduce -6.8% 11,422,541 $272.0M
Two Sigma Investments, LP 0.22% Add +39.6% 10,595,587 $252.3M
Charles Schwab Investment Management Inc. 0.04% Add +3.0% 10,514,571 $250.4M
Raymond James Financial Inc. 0.07% Add +3.3% 10,331,994 $241.8M
Deutsche Bank AG 0.08% Add +27.9% 10,148,899 $241.6M
Nuveen, LLC 0.06% Reduce -12.7% 9,053,803 $215.6M
Vanguard Fiduciary Trust Co. 0.04% — 7,479,761 $178.1M
HSBC Holdings PLC 0.11% Reduce -5.1% 7,426,168 $176.7M
Bank of New York Mellon Corp 0.03% Reduce -3.4% 7,280,122 $173.3M
Barclays PLC 0.06% Add +71.5% 6,896,906 $164.2M
Epoch Investment Partners, Inc. 0.79% Reduce -0.5% 5,458,404 $130.0M
First Trust Advisors LP 0.09% Reduce -16.4% 5,397,991 $128.5M
FMR LLC 0.01% Add +32.7% 4,449,230 $105.9M
D. E. Shaw & Co. 0.09% Reduce -67.9% 4,366,582 $104.0M
Retirement Systems of Alabama 0.34% Add +5.2% 4,283,127 $102.0M
Amundi 0.03% Reduce -62.9% 4,270,091 $101.7M
Hawk Ridge Capital Management LP 3.69% Add +53.2% 4,248,900 $101.2M
Healthcare of Ontario Pension Plan Trust Fund 0.16% Add +7782.5% 4,111,493 $97.9M
Allianz Asset Management GmbH 0.11% Reduce -8.5% 4,096,736 $97.5M
Citadel Advisors 0.07% Reduce -72.6% 3,957,497 $94.2M
Swiss National Bank 0.05% Add +8.3% 3,916,500 $93.3M
Canada Pension Plan Investment Board 0.06% Add +13.8% 3,894,725 $92.7M
National Pension Service 0.07% Reduce -5.1% 3,664,449 $87.3M
Analog Century Management LP 4.13% Add +33.8% 3,635,167 $86.6M
Renaissance Technologies 0.13% Reduce -8.1% 3,584,342 $85.3M
Wells Fargo & Company 0.02% Add +6.9% 3,267,971 $77.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +9.1% 3,066,586 $73.0M
Vanguard Global Advisers, LLC 0.04% — 3,044,554 $72.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -2.4% 2,990,287 $71.2M
BNP Paribas Financial Markets 0.04% Reduce -21.8% 2,760,900 $65.7M
California Public Employees Retirement System 0.04% Reduce -2.3% 2,665,918 $63.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.05% — 2,636,101 $62.8M
Rhumbline Advisers 0.05% Reduce -2.9% 2,545,986 $60.6M
Mackenzie Financial Corp. 0.07% Reduce -19.3% 2,532,364 $60.3M
Sei Investments Co. 0.05% Add +4.5% 2,482,212 $59.1M
Perpetual Ltd 0.89% Add +71.2% 2,434,827 $58.0M
Citigroup Inc. 0.04% Add +24.1% 2,378,568 $56.6M
DigitalBridge Group, Inc. 3.59% Add +36.5% 2,366,763 $56.4M
Gotham Asset Management 0.17% Add +61.1% 2,303,292 $54.8M
T. Rowe Price Associates Inc. 0.01% Add +13.0% 2,147,730 $51.1M
California State Teachers Retirement System 0.05% Reduce -2.2% 2,102,387 $50.1M
Millennium Management 0.04% Reduce -25.0% 2,044,265 $48.7M
Russell Investments Group, Ltd. 0.05% Reduce -20.1% 2,027,050 $48.1M
Royal Bank of Canada 0.01% Reduce -7.8% 2,018,680 $48.1M
Aberdeen Group plc 0.08% Add +1.6% 2,012,080 $47.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +64.4% 1,917,760 $45.7M
AMF Tjanstepension AB 0.28% Add +2.7% 1,765,888 $42.0M
Natixis Advisors, LLC 0.06% Add +3.5% 1,712,631 $40.8M
Alliancebernstein L.P. 0.01% Reduce -19.4% 1,687,695 $40.5M
Penserra Capital Management LLC 0.47% Add +5.4% 1,698,597 $40.4M
Defiance ETFs, LLC 0.57% Add +5.6% 1,670,014 $39.8M
Ariel Investments 0.44% Add +25.6% 1,659,398 $39.5M
Wolf Hill Capital Management, LP 5.45% New 1,614,484 $38.4M
Storebrand Asset Management As 0.11% Reduce -7.0% 1,583,650 $37.7M
Vontobel Holding Ltd. 0.13% Reduce -5.3% 1,536,061 $36.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% Add +21.8% 1,522,528 $36.2M
Principal Financial Group Inc. 0.02% Add +1.7% 1,492,010 $35.5M
Bridgewater Associates 0.16% Reduce -53.5% 1,476,822 $35.2M
GMO 0.08% Reduce -17.0% 1,384,768 $33.0M
Jones Financial Companies LLLP 0.02% Add +1884.9% 1,377,014 $33.0M
Bank of Montreal 0.01% Add +20.6% 1,360,441 $32.4M
MUFG Securities EMEA plc 0.48% Reduce -52.1% 1,350,477 $32.2M
CANADA LIFE ASSURANCE Co 0.06% Add +1.1% 1,337,250 $32.0M
Alps Advisors Inc. 0.14% Add +14.7% 1,278,770 $30.4M
Federated Hermes, Inc. 0.05% Add +1.6% 1,271,040 $30.3M
Aviva PLC 0.05% Add +2.9% 1,249,246 $29.7M
TD Asset Management Inc 0.02% Add +0.6% 1,212,734 $28.9M
State Board of Administration of Florida Retirement System 0.05% Reduce -0.8% 1,150,662 $27.4M
Victory Capital Management Inc. 0.02% Reduce -31.8% 1,150,355 $27.4M
Envestnet Asset Management Inc. 0.01% Add +21.0% 1,136,400 $27.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +5.7% 1,112,131 $26.4M
SEB Asset Management AB 0.11% — 1,089,947 $26.0M
Korea Investment CORP 0.05% Add +1.4% 1,077,837 $25.7M
GDS Wealth Management 1.52% Add +3.9% 1,060,018 $25.2M
Man Group plc 0.05% Add +172.1% 1,057,511 $25.2M
New York State Teachers Retirement System 0.05% Reduce -1.1% 1,051,988 $25.0M
DekaBank Deutsche Girozentrale 0.04% No change 1,032,693 $25.0M
Adage Capital Partners Gp, L.L.C. 0.04% Add +16.7% 1,040,436 $24.8M
Weiss Asset Management LP 0.62% New 1,004,400 $23.9M
Quantinno Capital Management LP 0.04% Add +6.4% 981,967 $23.4M
Glenmede Trust Co. NA 0.11% Reduce -0.1% 945,540 $22.5M
LPL Financial LLC 0.01% Reduce -64.6% 926,614 $22.1M
New York State Common Retirement Fund 0.03% Add +1.2% 917,669 $21.8M
Highland Peak Capital, LLC 9.41% New 906,900 $21.6M
Susquehanna International Group, LLP 0.03% Add +74.4% 869,459 $20.7M
Meridiem Capital Partners LP 1.35% New 858,995 $20.5M
Squarepoint Ops LLC 0.04% Reduce -84.5% 840,437 $20.0M
Robeco Institutional Asset Management B.V. 0.03% Add +2.4% 839,223 $20.0M
Jefferies Financial Group Inc. 0.25% New 826,500 $19.7M
National Bank of Canada 0.02% Add +9.4% 821,198 $19.6M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.36% No change 802,575 $19.1M
Gabelli Funds LLC 0.13% Reduce -0.1% 795,062 $18.9M
Irenic Capital Management LP 1.70% New 785,000 $18.7M
KBC Group NV 0.05% Reduce -4.4% 773,371 $18.4M
Minneapolis Portfolio Management Group, LLC 1.95% Add +1.7% 769,780 $18.3M
Pictet Asset Management Holding SA 0.02% Reduce -0.5% 767,509 $18.2M
Danske Bank A/S 0.04% Reduce -30.2% 762,671 $18.2M
Cantor Fitzgerald Investment Advisors L.P. 1.29% Add +0.3% 733,214 $17.5M
State of Wisconsin Investment Board 0.04% Reduce -8.6% 726,989 $17.3M
Boothbay Fund Management, LLC 0.41% Add +31.8% 726,018 $17.3M
Swedbank AB 0.02% No change 724,436 $17.2M
UniSuper Management Pty Ltd 0.11% Reduce -1.3% 721,875 $17.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.47% Reduce -2.0% 714,015 $17.0M
Freestone Grove Partners LP 0.12% Add +100.5% 713,582 $17.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.7% 698,872 $16.6M
PFA Pension, Forsikringsaktieselskab 0.05% Reduce 0.0% 698,545 $16.6M
Prudential Financial Inc. 0.02% Reduce -0.1% 669,927 $16.0M
Vanguard Investments Australia, Ltd. 0.05% — 668,767 $15.9M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.1% 657,330 $15.7M
Crossmark Global Holdings, Inc. 0.23% Reduce -2.5% 654,960 $15.6M
Capital International Sarl 0.25% Add +135.5% 652,183 $15.5M
Treasurer of the State of North Carolina 0.05% Add +4.5% 637,955 $15.2M
Royal London Asset Management Ltd. 0.03% No change 628,232 $15.0M
Handelsbanken Fonder AB 0.05% Add +0.9% 620,919 $14.8M
ExodusPoint Capital Management, LP 0.15% New 616,636 $14.7M
ING Groep NV 0.09% Add +478.1% 614,077 $14.6M
Credit Agricole S A 0.05% Reduce -41.5% 605,519 $14.4M
Voya Investment Management LLC 0.02% Reduce -12.8% 594,644 $14.2M
Clifford Swan Investment Counsel LLC 0.48% Reduce -1.7% 593,758 $14.1M
Mariner, LLC 0.02% Add +88.1% 591,181 $14.1M
Eurizon Capital SGR S.p.A. 0.04% Reduce -52.0% 585,873 $13.9M
Van Eck Associates Corp. 0.01% Add +10.8% 573,700 $13.7M
Nordea Investment Management AB 0.01% Reduce -92.0% 596,684 $13.6M
Asset Management One Co., Ltd. 0.04% Reduce -1.0% 568,456 $13.5M
Munich Reinsurance Co Stock Corp in Munich 0.33% Add +33.8% 565,165 $13.5M
Schonfeld Strategic Advisors LLC 0.11% Add +215.6% 562,459 $13.4M
Bogart Wealth, LLC 0.52% Add +54.4% 562,053 $13.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +1.0% 558,838 $13.3M
Stifel Financial Corp. 0.01% Reduce -2.8% 558,088 $13.3M
Quinn Opportunity Partners LLC 0.70% No change 556,465 $13.2M
Viking Fund Management LLC 1.34% Add +12.2% 550,000 $13.1M
STRS Ohio 0.05% Add +0.1% 532,964 $12.7M
NFJ Investment Group, LLC 0.48% New 531,408 $12.7M
KLP Kapitalforvaltning As 0.05% Add +10.5% 513,911 $12.3M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -28.2% 507,516 $12.1M
Tredje AP-fonden 0.07% Add +260.3% 507,190 $12.1M
Creative Planning 0.01% Add +37.1% 506,816 $12.1M
Mn Services Vermogensbeheer B.V. 0.08% No change 505,757 $12.0M
Nisa Investment Advisors, LLC 0.04% Reduce -2.8% 501,870 $12.0M
Nomura Asset Management Co. Ltd. 0.03% Add +7.5% 502,494 $12.0M
State of Michigan Retirement System 0.06% Add +0.3% 493,981 $11.8M
Neuberger Berman Group LLC 0.01% Reduce -78.8% 493,340 $11.7M
Capital International, Inc. 0.09% Add +86.6% 489,278 $11.6M
Public Employees Retirement System of Ohio 0.04% Reduce -3.4% 461,147 $11.0M
Illinois Municipal Retirement Fund 0.14% Reduce -7.2% 450,154 $10.7M
PNC Financial Services Group, Inc. 0.01% Reduce -8.8% 446,439 $10.6M
State of New Jersey Common Pension Fund D 0.04% Add +0.4% 446,252 $10.6M
Mercer Global Advisors Inc. 0.02% Add +45.3% 444,142 $10.6M
State of Tennessee, Department of Treasury 0.04% No change 443,510 $10.6M
O'shaughnessy Asset Management, LLC 0.05% Reduce -11.8% 436,934 $10.4M
VestGen Advisors, LLC 0.29% Add +1309.6% 340,184 $10.3M
Advisors Asset Management, Inc. 0.17% Reduce -5.3% 429,271 $10.2M
HighTower Advisors, LLC 0.01% Add +39.3% 427,512 $10.2M
Resona Asset Management Co.,Ltd. 0.05% Add +2.5% 428,961 $10.1M
Alerus Financial NA 0.50% Reduce -17.3% 420,433 $10.0M
Ieq Capital, LLC 0.05% Add +46.0% 417,387 $9.9M
Toronto Dominion Bank 0.02% Reduce -10.9% 414,207 $9.9M
Cerity Partners LLC 0.01% Add +16.0% 413,297 $9.8M
Focus Partners Wealth 0.01% Add +15.3% 411,078 $9.8M
GAMCO Investors 0.09% Reduce -19.9% 399,624 $9.5M
Truist Financial Corp. 0.01% Reduce -4.0% 393,616 $9.4M
APG Asset Management N.V. 0.03% Reduce -9.8% 450,006 $9.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +80.0% 389,560 $9.3M
Benchstone Capital Management LP 1.06% Reduce -30.2% 381,243 $9.1M
Federation des caisses Desjardins du Quebec 0.03% Add +65.9% 373,995 $8.9M
DNB Asset Management AS 0.03% Add +6.3% 371,084 $8.8M
IFM Investors Pty Ltd 0.07% Add +5.2% 364,994 $8.7M
Arizona State Retirement System 0.05% Add +0.1% 362,796 $8.6M
Czech National Bank 0.06% Add +4.0% 361,895 $8.6M
Vega Investment Solutions 2.04% No change 359,170 $8.6M
Wealth Enhancement Advisory Services, LLC 0.02% Add +42.9% 354,854 $8.5M
Rafferty Asset Management, LLC 0.03% Reduce -18.0% 355,079 $8.5M
Fisher Asset Management 0.00% Reduce -0.3% 351,392 $8.4M
Bell Bank 0.35% Add +5.9% 346,070 $8.2M
Corient Private Wealth LP 0.01% Reduce -17.7% 349,220 $8.2M
CIBC Asset Management Inc 0.02% Add +1.7% 343,519 $8.2M
CIBC Bancorp USA Inc. 0.01% — 338,793 $8.1M
Impax Asset Management Group plc 0.06% Reduce -1.3% 337,043 $8.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +2.5% 333,018 $7.9M
Swiss Life Asset Management Ltd 0.04% Add +15.6% 326,206 $7.8M
Fifth Third Bancorp 0.01% Add +106.1% 326,149 $7.8M
&partners 0.04% Add +49.5% 321,791 $7.7M
Calydon Capital 1.23% New 316,126 $7.5M
Capital International Ltd. 0.28% Add +158.0% 315,626 $7.5M
Lifeworks Advisors, LLC 0.95% Add +25.3% 311,370 $7.4M
MetLife Investment Management, LLC 0.04% Reduce -1.8% 310,543 $7.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.9% 309,536 $7.4M
State of Alaska, Department of Revenue 0.08% Add +0.3% 305,956 $7.3M
EFG International AG 0.16% Reduce -3.3% 305,509 $7.3M
Wellington Management Group LLP 0.00% Reduce -15.6% 304,006 $7.2M
Foster & Motley Inc. 0.37% Reduce -7.3% 300,714 $7.2M
Trajan Wealth LLC 0.28% Add +4.8% 293,330 $7.0M
Picton Mahoney Asset Management 0.07% Add +1519.1% 287,710 $6.9M
ARS Investment Partners, LLC 0.35% Reduce -1.2% 285,390 $6.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% Add +9.4% 283,119 $6.7M
Walleye Trading LLC 0.13% New 266,163 $6.3M
Vanguard Personalized Indexing Management, LLC 0.06% Add +1.8% 264,534 $6.3M
Concurrent Investment Advisors, LLC 0.07% Add +15.1% 264,398 $6.3M
Steward Partners Investment Advisory, LLC 0.03% Reduce -15.0% 263,780 $6.3M
Woodline Partners LP 0.02% Add +15.7% 260,495 $6.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +20.6% 259,979 $6.2M
Macquarie Group Ltd. 0.04% Reduce -40.3% 259,596 $6.2M
Heritage Trust Co 0.61% Add +5.2% 256,709 $6.1M
Catherine Avery Investment Management LLC 2.74% Add +48.6% 256,671 $6.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -76.6% 255,762 $6.1M
D L Carlson Investment Group Inc. 1.04% Reduce -3.9% 254,574 $6.1M
Assenagon Asset Management S.A. 0.01% Reduce -65.2% 254,171 $6.1M
Amalgamated Bank 0.05% Reduce -4.9% 253,661 $6.0M
Howard Capital Management, LLC 0.10% Add +10.9% 252,013 $6.0M
Stanley-Laman Group, Ltd. 0.74% New 251,974 $6.0M
Kendall Capital Management 1.23% Reduce -0.2% 251,769 $6.0M
Shelton Capital Management 0.13% No change 251,267 $6.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +10.5% 253,870 $5.9M
Cetera Investment Advisers 0.01% Add +2.9% 248,196 $5.9M
USS Investment Management Ltd 0.02% No change 245,351 $5.8M
ProShare Advisors LLC 0.01% Reduce -18.6% 243,982 $5.8M
Xponance LLC 0.04% Add +13.7% 242,912 $5.8M
LBP Am SA 0.08% Add +107.9% 242,451 $5.8M
Pacer Advisors, Inc. 0.02% Reduce -8.6% 240,544 $5.7M
Public Sector Pension Investment Board 0.02% Add +21.5% 237,162 $5.6M
Cibc World Market Inc. 0.01% Reduce -10.1% 235,700 $5.6M
Cwm, LLC 0.01% Add +73.6% 234,232 $5.6M
ASR Vermogensbeheer N.V. 0.06% Add +1.9% 231,777 $5.5M
H Squared Management LP 5.08% New 231,661 $5.5M
Daiwa Securities Group Inc. 0.02% Add +6.6% 227,449 $5.4M
NEOS Investment Management LLC 0.03% Add +4.6% 223,353 $5.3M
Y-Intercept (Hong Kong) Ltd 0.10% Add +185.5% 221,466 $5.3M
Equitable Trust Co. 0.24% Reduce -34.6% 221,385 $5.3M
Utah Retirement Systems 0.05% Add +0.2% 216,585 $5.2M
Police & Firemen's Retirement System of New Jersey 0.04% Add +3.0% 207,404 $4.9M
Monaco Asset Management SAM 1.60% New 205,000 $4.9M
Lombard Odier Asset Management (Switzerland) SA 0.18% Add +39.3% 201,654 $4.8M
New York Life Investment Management LLC 0.04% Add +2.9% 198,160 $4.7M
Natixis 0.02% New 197,085 $4.7M
Freemont Management S.A. 0.88% Reduce -9.3% 196,900 $4.7M
PDT Partners, LLC 0.27% Reduce -27.9% 192,500 $4.6M
Game Creek Capital, LP 1.76% Reduce -9.4% 191,750 $4.6M
Barnett & Company, Inc. 3.54% Add +45.8% 191,275 $4.6M
Ethic Inc. 0.07% Reduce -12.7% 190,681 $4.5M
Guggenheim Capital LLC 0.04% Add +41.7% 190,466 $4.5M
NewEdge Advisors, LLC 0.02% Add +21.0% 257,974 $4.5M
Portman Square Capital LLP 2.81% Reduce -10.8% 188,504 $4.5M
Rakuten Investment Management, Inc. 0.01% Add +13.8% 197,495 $4.5M
Evolve Private Wealth, LLC 0.24% Add +8.8% 186,634 $4.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -21.3% 183,977 $4.4M
Nissay Asset Management Corp. /Japan 0.02% Add +2.5% 182,693 $4.3M
Positano Wealth Management Ltd 3.18% Add +14.4% 180,389 $4.3M
Pinebridge Investments LLC 0.04% New 180,388 $4.3M
QRG Capital Management, Inc. 0.04% Reduce -11.3% 180,004 $4.3M
Franklin Resources Inc. 0.00% Reduce -65.2% 179,049 $4.3M
JB Capital LLC 0.17% New 176,217 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -1.7% 175,677 $4.2M
Sanctuary Advisors, LLC 0.02% Add +21.7% 175,596 $4.2M
Pathstone Holdings, LLC 0.02% Add +2.6% 174,278 $4.2M
Ensign Peak Advisors, Inc 0.01% Add +29.0% 172,139 $4.1M
Legato Capital Management LLC 0.37% Add +71.8% 172,000 $4.1M
Waterfront Wealth Inc. 0.75% Add +6.8% 171,005 $4.1M
Janus Henderson Group PLC 0.00% Reduce -4.4% 170,419 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +0.2% 169,464 $4.0M
Meyer Handelman Co. 0.13% No change 169,244 $4.0M
OpenArc Corporate Advisory, LLC 0.06% Reduce -7.0% 165,901 $4.0M
Cozad Asset Management Inc. 0.31% Reduce -3.1% 164,122 $3.9M
Captrust Financial Advisors 0.01% Add +24.0% 161,334 $3.8M
Argyle Capital Management, LLC 1.21% No change 156,693 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -3.5% 156,543 $3.7M
Knights of Columbus Asset Advisors LLC 0.21% Add +2.2% 154,797 $3.7M
Bank of Nova Scotia 0.01% Reduce -73.7% 154,473 $3.7M
Oregon Public Employees Retirement Fund 0.05% Add +0.7% 152,123 $3.6M
Numerai GP LLC 0.36% Add +70.6% 150,327 $3.6M
Marshall Wace, LLP 0.00% Add +31.3% 148,155 $3.5M
Mirabella Financial Services LLP 0.36% Add +609.5% 147,656 $3.5M
Davidson Kempner Capital Management LP 0.10% Reduce -2.0% 146,991 $3.5M
Empowered Funds, LLC 0.02% Reduce -12.8% 146,918 $3.5M
M&T Bank Corp 0.01% Reduce -0.6% 144,918 $3.5M
Schroder Investment Management Group 0.00% Reduce -98.2% 152,354 $3.4M
Vest Financial, LLC 0.04% Add +32.5% 143,869 $3.4M
Assetmark, Inc. 0.01% Reduce -8.9% 143,860 $3.4M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -10.7% 142,657 $3.4M
Allstate Corp. 0.04% Add +43.7% 142,050 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +14.3% 141,959 $3.4M
Kestra Advisory Services, LLC 0.01% Add +14.2% 141,814 $3.4M
Mutual of America Capital Management LLC 0.04% Reduce -0.3% 141,079 $3.4M
Merit Financial Group, LLC 0.02% Add +45.3% 140,714 $3.4M
Commerce Bank 0.02% Add +23.9% 139,657 $3.3M
Intact Investment Management Inc. 0.09% Reduce -12.7% 138,800 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -0.3% 138,727 $3.3M
XTX Topco Ltd 0.06% Add +605.7% 138,181 $3.3M
Oarsman Capital, Inc. 0.40% Reduce -0.2% 135,754 $3.2M
OP Asset Management Ltd 0.03% Reduce -2.3% 130,988 $3.1M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.75% Add +1.1% 129,906 $3.1M
US Bancorp \de 0.00% Add +6.2% 129,059 $3.1M
Summit Trail Advisors, LLC 0.04% Add +28.4% 126,079 $3.0M
Public Employees Retirement Association of Colorado 0.01% No change 125,698 $3.0M
Tidal Investments LLC 0.01% New 122,575 $2.9M
Hennion & Walsh Asset Management, Inc. 0.10% Add +3.3% 122,371 $2.9M
Janney Montgomery Scott LLC 0.01% Reduce -15.5% 120,912 $2.9M
Capstone Investment Advisors, LLC 0.03% Add +831.6% 120,269 $2.9M
Caisse Des Depots Et Consignations 0.05% Reduce -33.7% 120,221 $2.9M
Rockefeller Capital Management L.P. 0.01% Reduce -3.1% 119,925 $2.9M
Commerzbank Aktiengesellschaft 0.06% Add +13.6% 119,022 $2.8M
Linden Thomas Advisory Services, LLC 0.27% Add +2.8% 118,644 $2.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Reduce -16.3% 117,690 $2.8M
Bryn Mawr Trust Advisors, LLC 0.14% Reduce -2.5% 117,419 $2.8M
HB Wealth Management, LLC 0.02% Add +18.9% 117,407 $2.8M
MML Investors Services, LLC 0.01% Reduce -19.8% 115,888 $2.8M
Investment Management Corp of Ontario 0.03% Add +5.9% 111,141 $2.6M
Kintegral Advisory, LLC 0.24% Reduce -4.3% 107,597 $2.6M
Genus Capital Management Inc. 0.29% No change 107,803 $2.6M
Lakewood Asset Management LLC 1.63% Reduce -22.9% 106,965 $2.5M
Totem Point Management, LLC 3.22% Reduce -73.9% 106,124 $2.5M
Ingalls & Snyder LLC 0.09% Add +2.2% 105,588 $2.5M
Gulf International Bank (UK) Ltd 0.06% Add +60.6% 103,754 $2.5M
Bar Harbor Wealth Management 0.14% Reduce -4.4% 102,337 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% No change 102,014 $2.4M
Ilmarinen Mutual Pension Insurance Co 0.02% Reduce -56.3% 101,847 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -19.8% 101,744 $2.4M
Fiduciary Trust Co 0.03% Reduce -7.3% 101,046 $2.4M
First Nebraska Trust Co 0.22% Reduce -3.0% 100,448 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -11.3% 100,357 $2.4M
Candriam S.C.A. 0.01% Add +0.6% 99,873 $2.4M
Concentric Capital Strategies, LP 0.21% New 99,771 $2.4M
Mutual Advisors, LLC 0.05% Reduce -4.7% 98,956 $2.4M
WealthShield Partners, LLC 0.26% Add +3.2% 97,547 $2.3M
Avanza Fonder AB 0.06% Reduce -27.3% 97,281 $2.3M
BNP Paribas 0.07% Reduce -38.9% 96,915 $2.3M
Zurich Insurance Group Ltd 0.02% No change 95,000 $2.3M
Laurion Capital Management LP 0.22% New 94,779 $2.3M
Midwest Professional Planners, LTD. 0.52% Reduce -0.3% 91,908 $2.2M
Ofi Invest Asset Management 0.03% Reduce -55.2% 100,257 $2.2M
Williams Jones Wealth Management, LLC. 0.03% No change 90,957 $2.2M
HighVista Strategies LLC 0.59% Add +18.1% 89,981 $2.1M
Palouse Capital Management, Inc. 1.42% New 87,604 $2.1M
Radnor Capital Management, LLC 0.31% Reduce -0.7% 87,126 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +60.2% 85,902 $2.0M
Vident Advisory, LLC 0.02% Add +7.8% 84,626 $2.0M
TD Private Client Wealth LLC 0.04% Add +4.6% 84,477 $2.0M
Independent Advisor Alliance 0.02% Reduce -0.4% 83,827 $2.0M
AG2R La Mondiale Gestion D'actifs 0.09% Add +31.8% 83,189 $2.0M
Board of the Pension Protection Fund 1.81% Add +15.5% 82,700 $2.0M
Banque Cantonale Vaudoise 0.07% Reduce -64.9% 82,198 $2.0M
Sivia Capital Partners, LLC 0.38% Add +426.9% 82,095 $2.0M
Norinchukin Bank, The 0.02% Add +1.2% 81,909 $2.0M
Lido Advisors, LLC 0.01% Reduce -18.2% 81,335 $1.9M
Oppenheimer & Co. Inc. 0.02% Add +1.3% 81,150 $1.9M
Mizuho Securities USA LLC 0.05% Reduce -16.4% 80,332 $1.9M
Wealthfront Advisers LLC 0.00% Add +1.9% 79,857 $1.9M
Westside Investment Management, Inc. 0.29% Add +3.3% 79,731 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +12.9% 78,872 $1.9M
AlphaStar Capital Management, LLC 0.14% Reduce -32.5% 78,558 $1.9M
OMERS ADMINISTRATION Corp 0.01% Add +42.1% 77,202 $1.8M
Dodge & Cox 0.00% Reduce -11.2% 76,754 $1.8M
Laird Norton Wetherby Trust Company, LLC 0.04% Add +1.0% 76,208 $1.8M
Affinity Investment Advisors, LLC 1.12% Add +16.5% 75,474 $1.8M
Allworth Financial LP 0.01% Add +46.6% 75,443 $1.8M
Lighthouse Investment Partners, LLC 0.07% New 75,184 $1.8M
Hartford Investment Management Co. 0.06% Reduce -1.2% 75,059 $1.8M
Needham Investment Management LLC 0.09% No change 74,000 $1.8M
Apollon Wealth Management, LLC 0.03% Add +92.0% 72,407 $1.7M
Abundance Wealth Counselors 0.25% Add +2.8% 72,021 $1.7M
Osmosis Investment Management UK Ltd 0.05% Reduce -86.2% 71,615 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Add +8.6% 71,322 $1.7M
Ritholtz Wealth Management 0.03% Reduce -21.3% 70,374 $1.7M
Savant Capital, LLC 0.01% Add +42.2% 69,896 $1.7M
Capital Group Investment Management Pte. LTD. 0.28% Add +158.0% 69,211 $1.6M
Abn Amro Investment Solutions 0.02% Add +5.5% 68,958 $1.6M
Mission Wealth Management, LP 0.03% Reduce -0.2% 68,578 $1.6M
Strategic Financial Planning, Inc. 0.95% New 19,343 $1.6M
Legacy Bridge, LLC 0.62% Add +1.9% 67,805 $1.6M
Louisiana State Employees Retirement System 0.03% Add +0.5% 67,700 $1.6M
Hodges Capital Management Inc. 0.13% Reduce -78.3% 67,681 $1.6M
Quadrant Capital Group LLC 0.05% Reduce -1.4% 67,572 $1.6M
Quadrature Capital Ltd 0.02% Reduce -56.0% 67,559 $1.6M
Maryland State Retirement & Pension System 0.03% Add +5.9% 67,519 $1.6M
Advisory Services Network, LLC 0.02% Add +16.5% 67,161 $1.6M
Towne Trust Company, N.A 0.51% Reduce -13.8% 66,981 $1.6M
Brookstone Capital Management 0.02% Reduce -0.1% 66,593 $1.6M
Paradigm Asset Management Co. LLC 0.36% No change 65,100 $1.6M
AIA Group Ltd 0.02% New 62,136 $1.5M
Metis Global Partners, LLC 0.04% Reduce -7.6% 61,547 $1.5M
CSS LLC 0.23% Add +7.3% 61,386 $1.5M
New Mexico Educational Retirement Board 0.04% No change 60,708 $1.4M
State of Wyoming 0.17% Add +83.1% 60,273 $1.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.07% Reduce -58.1% 60,000 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +7.0% 59,964 $1.4M
American Century Companies Inc. 0.00% Reduce -84.1% 59,916 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +5.8% 59,347 $1.4M
Bleakley Financial Group, LLC 0.02% Add +15.4% 59,316 $1.4M
44 Wealth Management LLC 0.49% Reduce -0.6% 59,258 $1.4M
Prospera Financial Services Inc 0.02% Add +74.5% 59,040 $1.4M
Private Advisor Group, LLC 0.01% Add +1.0% 58,915 $1.4M
MASTERINVEST Kapitalanlage GmbH 0.14% Add +14.7% 58,328 $1.4M
World Investment Advisors 0.02% Add +5.6% 58,127 $1.4M
Fox Run Management, L.L.C. 0.24% New 61,208 $1.4M
Edgestream Partners, L.P. 0.05% Add +586.9% 58,044 $1.4M
Steadtrust LLC 0.78% Add +134.6% 57,861 $1.4M
Park Avenue Securities LLC 0.01% Reduce -0.5% 57,786 $1.4M
Bonness Enterprises Inc. 0.50% No change 57,100 $1.4M
Susquehanna Portfolio Strategies, LLC 0.02% No change 57,100 $1.4M
Modern Wealth Management, LLC 0.02% Add +11.3% 54,909 $1.3M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -5.9% 54,894 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +52.0% 54,893 $1.3M
Pallas Capital Advisors LLC 0.05% Add +2.3% 54,535 $1.3M
Great Lakes Retirement, Inc. 0.13% Add +7.9% 53,491 $1.3M
Fisher Funds Management LTD 0.04% No change 53,694 $1.3M
WINTON GROUP Ltd 0.04% New 53,023 $1.3M
Blair William & Co. 0.00% Add +2.7% 52,919 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Add +79.4% 52,938 $1.3M
McKinney Capital Management, LLC 1.06% — 52,077 $1.2M
JTC Employer Solutions Trustee Ltd 0.10% No change 56,577 $1.2M
Ballentine Partners, LLC 0.02% Reduce -0.5% 51,290 $1.2M
Mitchell McLeod Pugh & Williams Inc. 0.18% Add +0.5% 50,958 $1.2M
Quantitative Investment Management, LLC 0.12% Add +73.7% 50,506 $1.2M
Jump Financial, LLC 0.02% New 50,330 $1.2M
Saudi Central Bank 0.02% New 49,259 $1.2M
Lee Danner & Bass Inc. 0.07% No change 48,584 $1.2M
E. Ohman J:or Asset Management AB 0.03% Reduce -11.0% 48,552 $1.2M
Jane Street Group, LLC 0.00% Add +4.1% 48,398 $1.2M
Freestone Capital Holdings, LLC 0.03% Reduce -6.9% 48,100 $1.1M
Ridgewood Investments LLC 0.47% — 47,928 $1.1M
Cresset Asset Management, LLC 0.00% Reduce -2.1% 47,539 $1.1M
Kesler, Norman & Wride, LLC 0.19% Add +1.7% 47,172 $1.1M
Brighton Jones LLC 0.02% New 47,148 $1.1M
Signal Advisors Wealth, LLC 0.08% New 46,646 $1.1M
Lazard Asset Management LLC 0.00% Reduce -63.8% 46,390 $1.1M
Longfellow Investment Management Co. LLC 0.23% Reduce -12.8% 46,169 $1.1M
Caprock Group, LLC 0.03% Reduce -18.5% 45,552 $1.1M
Elevation Point Wealth Partners, LLC 0.03% New 45,522 $1.1M
Eagle Harbor Asset Management Inc. 0.92% Add +6.6% 45,333 $1.1M
Intech Investment Management LLC 0.01% Reduce -1.0% 45,332 $1.1M
Atria Investments, Inc 0.01% Add +1.7% 45,301 $1.1M
Sterling Capital Management LLC 0.02% Reduce -42.1% 45,121 $1.1M
Contravisory Investment Management, Inc. 0.22% Add +0.3% 45,097 $1.1M
Benin Management CORP 0.24% Add +0.2% 44,814 $1.1M
180 Wealth Advisors, LLC 0.12% Reduce -4.4% 44,753 $1.1M
Atlas Capital Advisors Inc. 0.12% Reduce -21.1% 44,247 $1.1M
Empirical Finance, LLC 0.05% Reduce -0.1% 44,068 $1.0M
Brown Advisory Inc. 0.00% Add +24.2% 43,815 $1.0M
Vestmark Advisory Solutions, Inc. 0.01% Add +384.1% 43,465 $1.0M
Athena Investment Management 0.54% No change 43,432 $1.0M
Twin Capital Management Inc. 0.13% Add +7.0% 43,082 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +18.2% 43,069 $1.0M
AlphaCore Capital LLC 0.02% Add +11.5% 42,396 $1.0M
Harbor Capital Advisors, Inc. 0.08% Add +56.0% 42,607 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.8% 42,518 $1.0M
Maxi Investments CY Ltd 0.22% New 42,500 $1.0M
Cornerstone Select Advisors, LLC 0.63% Add +2.1% 42,499 $1.0M
Arkadios Wealth Advisors 0.02% Reduce -1.8% 42,156 $1.0M
Bessemer Group Inc. 0.00% Reduce -6.4% 41,380 $986K
Brooklyn Investment Group 0.03% Add +46.3% 41,380 $985K
GatePass Capital, LLC 0.49% Add +0.0% 41,236 $982K
Mosaic Family Wealth Partners, LLC 0.10% Add +0.0% 41,026 $977K
Pavaki Capital Management LLC 0.69% No change 41,000 $976K
J. Safra Sarasin Holding AG 0.02% Add +2.9% 40,671 $967K
Vise Technologies, Inc. 0.02% No change 39,632 $952K
Horizon Investments, LLC 0.01% Add +4.7% 39,535 $941K
Equitable Holdings, Inc. 0.01% Add +55.2% 39,044 $935K
DAVENPORT & Co LLC 0.01% Reduce -1.2% 38,991 $928K
Capital Investment Counsel, Inc 0.11% No change 38,834 $925K
Delaney Capital Management Ltd. 0.15% Add +45.2% 38,793 $924K
Clearstead Advisors, LLC 0.01% Add +47.8% 38,540 $918K
Parallel Advisors, LLC 0.02% Reduce -4.4% 38,422 $915K
North Dakota State Investment Board 0.04% Reduce -15.7% 37,900 $902K
Cowa, LLC 0.26% Add +0.0% 37,368 $890K
TD Waterhouse Canada Inc. 0.00% Add +530.1% 37,098 $889K
DGS Capital Management, LLC 0.15% Reduce -8.8% 37,182 $885K
Alteri Wealth LLC 0.29% Add +13.9% 37,003 $881K
Mufg Securities Americas Inc. 0.06% Add +3.4% 36,769 $875K
Regions Financial Corp. 0.01% Add +0.4% 36,724 $874K
Jain Global LLC 0.01% New 36,476 $868K
Paradigm Capital Management, LLC 0.80% Add +46.1% 36,310 $865K
E Fund Management Co., Ltd. 0.03% — 36,278 $864K
EP Wealth Advisors, LLC 0.00% Reduce -13.4% 36,260 $863K
Redwood Investment Management, LLC 0.11% Add +8.3% 36,263 $863K
Securian Asset Management, Inc. 0.03% Add +0.5% 36,048 $858K
Pines Wealth Management, LLC 0.28% Add +1.5% 35,964 $856K
V-Square Quantitative Management LLC 0.09% Add +2.7% 35,949 $856K
Meiji Yasuda Asset Management Co Ltd. 0.04% Add +2.3% 35,929 $855K
Legacy Capital Group California, Inc. 0.32% Reduce -10.1% 35,543 $846K
AAFMAA Wealth Management & Trust LLC 0.32% Add +10.5% 35,083 $835K
NLB Skladi, upravljanje premozenja, d.o.o. 0.04% Reduce -49.0% 35,000 $833K
Argonautica Private Wealth Management, Inc. 0.25% Add +3.3% 34,895 $831K
MAI Capital Management 0.00% Add +96.7% 34,879 $830K
Meeder Advisory Services, Inc. 0.03% Reduce -1.1% 34,786 $828K
Citizens Financial Group Inc. 0.01% Add +42.5% 34,574 $823K
Kentucky Retirement Systems Insurance Trust Fund 0.06% No change 34,507 $822K
Siemens Fonds Invest GmbH 0.05% Add +4.0% 34,463 $821K
Farther Finance Advisors, LLC 0.01% Add +17.5% 33,402 $801K
Brevan Howard Capital Management LP 0.01% Reduce -66.9% 33,582 $800K
Arax Advisory Partners 0.02% Reduce -30.3% 31,754 $798K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.4% 33,345 $794K
Wahed Invest LLC 0.10% Reduce -4.4% 33,204 $791K
Scotia Capital Inc. 0.00% Add +35.5% 33,039 $787K
Algert Global LLC 0.01% New 32,750 $780K
Walled Lake Planning & Wealth Management, LLC 0.23% Add +0.1% 32,456 $773K
Mirova 0.03% Add +137.1% 32,179 $766K
Qsemble Capital Management, LP 0.06% New 31,348 $746K
Provident Investment Management, Inc. 0.07% Reduce -10.1% 31,245 $744K
Fortitude Advisory Group L.L.C. 0.33% Reduce -0.1% 31,168 $742K
Abacus Planning Group, Inc. 0.10% Add +0.0% 31,015 $738K
Signaturefd, LLC 0.01% Add +11.6% 30,749 $732K
Keybank National Association 0.00% Reduce -12.8% 30,696 $731K
Impact Partnership Wealth, LLC 0.09% Add +87.7% 30,658 $730K
Praxis Investment Management Inc. 0.04% No change 30,160 $718K
Cacti Asset Management LLC 0.04% No change 30,000 $714K
Beacon Pointe Advisors, LLC 0.00% Reduce -92.6% 29,964 $713K
Brown Brothers Harriman & Co. 0.00% Add +215.1% 29,660 $706K
Investors Asset Management of Georgia Inc. /Ga/ 0.29% Add +8.1% 29,644 $706K
IVC Wealth Advisors LLC 0.31% Add +3.7% 29,521 $703K
Pinnacle Financial Partners, Inc. 0.01% Reduce -7.2% 29,415 $700K
Veracity Capital LLC 0.25% Add +2.1% 29,389 $700K
SummitTX Capital, L.P. 0.02% New 29,328 $698K
Coldstream Capital Management Inc. 0.01% Add +9.0% 29,286 $697K
Callan Family Office, LLC 0.02% Reduce -8.4% 29,135 $694K
Avantra Family Wealth, Inc. 0.52% Add +27.1% 29,132 $694K
Prudential PLC 0.01% No change 28,518 $679K
Fourpath Capital Management, LLC 0.10% Reduce -0.6% 28,493 $678K
GAMMA Investing LLC 0.03% Add +2.2% 28,147 $670K
Essential Partners LLC 0.23% Add +1.6% 28,100 $669K
Peloton Wealth Strategists 0.28% Add +15.9% 27,820 $662K
Waverly Advisors, LLC 0.00% Add +21.8% 27,595 $657K
Werba Rubin Papier Wealth Management 0.09% Reduce -1.8% 27,572 $656K
Beverly Hills Private Wealth, LLC 0.11% Add +2.9% 26,979 $642K
Argentarii, LLC 0.22% Add +0.3% 26,718 $636K
Great Lakes Advisors, LLC 0.01% Add +5.2% 26,689 $635K
Ascent Group, LLC 0.02% Reduce -9.1% 26,512 $631K
EverSource Wealth Advisors, LLC 0.02% Add +46.0% 26,485 $631K
Centaurus Financial, Inc. 0.03% Reduce -6.0% 26,471 $630K
Financial Consulate, Inc. 0.08% Reduce -3.2% 26,305 $626K
Chicago Partners Investment Group LLC 0.01% Add +123.9% 21,924 $625K
Cohen Klingenstein LLC 0.02% No change 26,200 $624K
Secured Retirement Advisors, LLC 0.35% Reduce -2.3% 26,050 $620K
Canada Post Corp Registered Pension Plan 0.02% Reduce -20.8% 26,030 $620K
Sanders Morris Harris LLC 0.10% New 26,000 $619K
Ashton Thomas Private Wealth, LLC 0.01% Add +86.2% 25,505 $607K
Vestcor Inc 0.02% No change 25,424 $605K
Tema ETFs LLC 0.04% Add +0.5% 25,368 $604K
Abacus Wealth Partners, LLC 0.05% Add +8.4% 25,111 $598K
First Dallas Securities Inc. 0.22% Reduce -37.4% 24,926 $593K
Cidel Asset Management Inc. 0.03% Add +21.6% 24,382 $581K
Foundations Investment Advisors, LLC 0.01% Add +2.0% 24,352 $580K
Montgomery Investment Management Inc. 0.20% No change 24,250 $577K
Jmac Enterprises LLC 0.11% No change 24,200 $576K
Smithfield Trust Co 0.03% No change 24,034 $574K
Peapack Gladstone Financial Corp. 0.01% Reduce -8.4% 24,050 $573K
CX Institutional 0.02% Add +28.8% 23,400 $557K
Campbell & CO Investment Adviser LLC 0.03% Reduce -51.5% 23,213 $553K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -8.7% 22,916 $546K
Checchi Capital Advisers, LLC 0.04% Add +20.8% 22,763 $542K
New Age Alpha Advisors, LLC 0.03% New 22,722 $541K
Hancock Whitney Corp. 0.01% Reduce -93.8% 20,684 $540K
Register Financial Advisors LLC 0.20% Add +0.0% 22,605 $538K
Elevation Wealth Partners, LLC 0.19% Reduce -0.1% 22,494 $536K
Investment Research Partners LLC 0.22% Add +2.5% 22,485 $535K
Gateway Investment Advisers LLC 0.01% New 22,285 $531K
Wealth Advisors Northwest LLC 0.22% No change 22,211 $529K
Sacks & Associates, LLC 0.39% Reduce -21.0% 22,194 $528K
Apella Capital, LLC 0.01% Add +23.7% 19,929 $527K
TCW Group Inc. 0.00% Add +5.1% 21,721 $517K
Evergreen Capital Management LLC 0.01% Reduce -15.7% 21,307 $510K
Huntington National Bank 0.00% Add +8.9% 21,325 $508K
City National Bank of Florida 0.30% Add +17.8% 21,266 $506K
Greenleaf Trust 0.01% Add +9.5% 21,181 $504K
Level Four Advisory Services, LLC 0.02% Reduce -3.0% 21,105 $503K
Frec Markets, Inc. 0.09% Add +42.2% 21,054 $501K
Gator Capital Management, LLC 0.11% Add +133.3% 21,000 $500K
Independent Financial Group, LLC 0.01% Add +0.7% 20,829 $496K
Kathmere Capital Management, LLC 0.03% Reduce -14.0% 20,810 $495K
Smartleaf Asset Management LLC 0.02% Add +11.9% 21,256 $481K
Prime Capital Investment Advisors, LLC 0.01% Add +8.0% 20,094 $478K
Savvy Advisors, Inc. 0.01% Add +18.3% 20,058 $478K
Balyasny Asset Management L.P. 0.00% Reduce -15.2% 19,834 $472K
Teacher Retirement System of Texas 0.00% Reduce -54.5% 19,800 $471K
Frank, Rimerman Advisors LLC 0.03% Reduce -0.3% 19,709 $469K
PVG Asset Management Corp. 0.28% New 9,571 $469K
Group One Trading LLC 0.02% New 19,662 $468K
Wendell David Associates Inc. 0.05% No change 19,200 $457K
PCM Encore, LLC 0.09% Add +2.5% 19,170 $456K
NewEdge Wealth, LLC 0.01% Reduce -55.0% 19,161 $456K
Ossiam 0.01% Add +0.5% 19,061 $454K
Asahi Life Asset Management Co., LTD. 0.29% Add +14.5% 19,060 $454K
Leonteq Securities AG 0.03% Reduce -27.4% 19,023 $453K
Curi Capital, LLC 0.01% Add +85.0% 18,880 $452K
Compound Planning, Inc. 0.01% Add +2.4% 18,951 $451K
Blue Trust, Inc. 0.01% Reduce -36.5% 18,916 $450K
Destination Wealth Management 0.01% Reduce -0.8% 18,742 $446K
Silvercrest Asset Management Group LLC 0.00% Reduce -9.7% 18,682 $445K
Sunflower Bank, N.A. 0.11% Add +10.7% 18,630 $444K
Dorato Capital Management 0.32% No change 17,259 $431K
Crestwood Advisors Group, LLC 0.01% Reduce -5.6% 18,023 $429K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.7% 17,980 $428K
Rathbones Group PLC 0.00% Reduce -5.3% 17,958 $428K
Kingsview Wealth Management, LLC 0.01% Add +3.6% 17,872 $426K
AE Wealth Management LLC 0.00% Add +1.3% 17,738 $422K
Silver Coast Investments LLC 0.13% Reduce -6.6% 17,616 $419K
Ostrum Asset Management 0.02% Reduce -56.5% 17,573 $418K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.06% No change 17,500 $417K
Bramshill Investments, LLC 0.04% New 17,500 $417K
Krilogy Financial LLC 0.01% Add +19.1% 15,958 $413K
Hilltop Holdings Inc. 0.04% Reduce -77.6% 17,221 $410K
SBI Securities Co., Ltd. 0.01% Reduce -6.8% 17,029 $405K
Flputnam Investment Management Co. 0.01% Add +0.6% 16,966 $404K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -3.4% 13,874 $398K
Phillips Wealth Planners LLC 0.30% Reduce -23.2% 12,809 $395K
Mark Sheptoff Financial Planning, LLC 0.21% New 13,100 $394K
LMR Partners LLP 0.00% Add +16.8% 16,345 $389K
Whittier Trust Co. 0.00% Reduce -11.2% 15,724 $386K
Inlet Private Wealth, LLC 0.10% No change 16,205 $386K
Avantax Planning Partners, Inc. 0.01% Add +0.9% 16,161 $385K
Oxford Wealth Group, LLC 0.21% Reduce -1.9% 16,083 $383K
MidFirst Bank 0.03% Add +0.1% 16,060 $382K
Profund Advisors LLC 0.01% Reduce -20.3% 15,937 $379K
Violich Capital Management, Inc. 0.04% No change 15,800 $376K
Evoke Wealth, LLC 0.01% Add +69.6% 15,621 $374K
B. Riley Wealth Advisors, Inc. 0.02% Add +7.2% 16,554 $374K
Mma Asset Management LLC 0.13% Add +8.9% 15,631 $372K
Kessler Investment Group, LLC 0.18% Reduce -1.5% 15,568 $371K
EJMK Ventures LLC 0.21% Reduce -22.0% 15,532 $370K
Baird Financial Group, Inc. 0.00% Reduce -5.8% 15,515 $369K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 15,504 $369K
Wedmont Private Capital 0.01% Add +14.3% 14,704 $367K
Old Port Advisors 0.08% Reduce -4.9% 15,354 $366K
Armstrong Advisory Group, Inc. 0.02% Add +98.2% 15,320 $365K
Orion Porfolio Solutions, LLC 0.00% Reduce -22.7% 15,300 $364K
HUB Investment Partners, LLC 0.01% Add +17.4% 15,268 $364K
Optas, LLC 0.05% Reduce -2.6% 15,179 $361K
Paragon Capital Management Ltd 0.08% Reduce -4.1% 14,997 $357K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.1% 14,993 $357K
Western Wealth Management, LLC 0.01% Reduce -1.1% 14,917 $355K
Zacks Investment Management 0.00% Reduce -10.3% 14,791 $352K
Panagora Asset Management Inc. 0.00% No change 14,726 $351K
Personal Cfo Solutions, LLC 0.05% Add +12.7% 14,550 $348K
Syon Capital LLC 0.02% Reduce -14.8% 14,444 $344K
Trust Asset Management LLC 0.02% No change 14,414 $343K
Snowden Capital Advisors LLC 0.01% Add +35.3% 14,329 $343K
Principal Securities, Inc. 0.01% Add +1.3% 14,399 $343K
Marex Group Ltd 0.00% Reduce -49.5% 14,356 $342K
Wealth Alliance, LLC 0.03% Add +3.2% 14,335 $341K
Nixon Peabody Trust Co. 0.03% Add +0.3% 14,197 $338K
Total Clarity Wealth Management, Inc. 0.08% Reduce -53.4% 14,142 $337K
Elo Mutual Pension Insurance Co 0.01% New 14,059 $335K
Dumont & Blake Investment Advisors LLC 0.08% Reduce -5.2% 13,984 $333K
Essex Financial Services, Inc. 0.02% Reduce -5.0% 13,749 $327K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +11.6% 13,724 $327K
J.W. Cole Advisors, Inc. 0.01% Reduce -23.9% 13,532 $322K
First Citizens Bank & Trust Co. 0.01% Add +4.5% 13,507 $322K
Daymark Wealth Partners, LLC 0.01% New 13,471 $321K
Wilmington Savings Fund Society, FSB 0.01% Reduce -6.0% 13,413 $319K
Invested Advisors 0.32% Add +0.8% 13,371 $318K
PDS Planning, Inc 0.02% Reduce -1.9% 13,279 $316K
Burke & Herbert Bank & Trust Co. 0.09% Reduce -0.7% 13,245 $315K
Van Strum & Towne Inc. 0.09% Reduce -11.4% 13,230 $315K
Avior Wealth Management, LLC 0.01% Reduce -25.0% 13,201 $314K
Oslo Pensjonsforsikring AS 0.05% — 13,189 $314K
RHS Financial, LLC 0.15% No change 13,168 $314K
Kestra Investment Management, LLC 0.01% Add +12.3% 13,056 $311K
Parallax Volatility Advisers, L.P. 0.02% New 13,041 $311K
Kingswood Wealth Advisors, LLC 0.01% Add +1.2% 12,982 $309K
Perigon Wealth Management, LLC 0.01% Reduce -3.8% 12,946 $308K
Smith Shellnut Wilson LLC 0.13% No change 12,924 $308K
First Affirmative Financial Network 0.12% — 12,888 $307K
Sagespring Wealth Partners, LLC 0.01% Add +4.8% 12,849 $306K
True Link Financial Advisors, LLC 0.02% No change 12,800 $305K
Northwest & Ethical Investments L.P. 0.01% New 12,379 $304K
Clear Creek Financial Management, LLC 0.02% Add +0.0% 12,730 $303K
Aspen Capital Management, LLC 0.07% Add +4.8% 12,689 $302K
Albert D Mason Inc. 0.19% New 12,634 $301K
Roman Butler Fullerton & Co. 0.08% Reduce -8.3% 11,965 $299K
Claret Asset Management Corp 0.04% Add +0.0% 12,430 $296K
First Horizon Corp. 0.01% Add +0.4% 12,344 $294K
Fort Point Capital Partners LLC 0.04% No change 12,251 $293K
Root Financial Partners, LLC 0.01% Add +9.2% 12,301 $293K
Patten & Patten Inc. 0.02% Reduce -3.9% 12,298 $293K
Sagewood Asset Management LP 0.09% Add +16.7% 12,249 $292K
Cigna Investments Inc. 0.05% No change 12,200 $291K
Groupama Asset Managment 0.00% Reduce -42.3% 12,216 $291K
Bayesian Capital Management, LP 0.35% New 12,200 $290K
Fideuram Asset Management (Ireland) dac 0.04% Add +197.1% 12,139 $290K
McAdam, LLC 0.01% Add +27.1% 12,142 $289K
William B. Walkup & Associates, Inc. 0.17% Reduce -2.1% 18,695 $288K
West Michigan Advisors, LLC 0.06% Reduce -6.3% 11,985 $287K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.15% No change 12,000 $286K
Meridian Investment Counsel Inc. 0.07% Reduce -19.5% 11,994 $286K
Turning Point Benefit Group, Inc. 0.18% Reduce -0.2% 11,574 $284K
Harbour Investments, Inc. 0.00% Add +121.3% 11,912 $284K
Nicolet Bankshares Inc. 0.01% New 11,768 $282K
Pinnacle Wealth Planning Services, Inc. 0.03% Add +0.6% 11,844 $282K
Peterson Wealth Services 0.07% Add +23.5% 11,843 $282K
Tower Research Capital LLC (TRC) 0.01% Reduce -73.2% 11,825 $282K
Erste Asset Management GmbH 0.00% Add +36.4% 12,252 $281K
Stonehaven Wealth & Tax Solutions, LLC 0.25% Add +29.4% 11,774 $280K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 11,690 $280K
Aspiriant, LLC 0.01% New 11,687 $278K
Hilltop National Bank 0.07% No change 11,614 $277K
NorthRock Partners, LLC 0.00% Add +0.1% 11,561 $275K
First National Bank & Trust Co. of Newtown 0.06% Reduce -12.6% 11,524 $274K
North Star Investment Management Corp. 0.02% Add +0.4% 11,428 $272K
Jackson Square Capital, LLC 0.06% Add +8.9% 11,407 $272K
CFC Planning Co LLC 0.20% Reduce -11.8% 11,394 $271K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.5% 11,389 $271K
Transcend Capital Advisors, LLC 0.02% Add +16.4% 11,364 $271K
Permanent Capital Management, LP 0.04% New 9,392 $270K
Catalyst Financial Partners LLC 0.03% Add +8.3% 11,270 $268K
Legacy Financial Advisors, Inc. 0.04% Add +14.2% 11,260 $268K
Summit Financial, LLC 0.00% Reduce -2.1% 11,178 $268K
Mitchell Sinkler & Starr 0.12% New 11,220 $267K
Summit Financial Wealth Advisors, LLC 0.04% Add +1.8% 11,220 $267K
Parcion Private Wealth LLC 0.02% Add +4.1% 11,193 $267K
Baker Avenue Asset Management, LP 0.01% New 11,179 $266K
Saxon Interests, Inc. 0.09% Add +5.9% 11,134 $265K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -76.1% 11,108 $264K
D'Orazio & Associates, Inc. 0.03% Reduce -0.1% 11,058 $263K
Perennial Advisors, LLC 0.05% No change 11,030 $263K
Sentry LLC 0.08% No change 11,024 $262K
Prelude Capital Management, LLC 0.02% New 10,982 $261K
Sigma Planning Corp 0.01% Reduce -13.0% 10,814 $258K
South Dakota Investment Council 0.00% No change 10,700 $255K
Welch & Forbes LLC 0.00% No change 10,700 $255K
Bull Harbor Capital LLC 0.07% — 10,617 $253K
Composition Wealth, LLC 0.00% Add +8.3% 10,466 $249K
Mystic Asset Management, Inc. 0.06% Add +4.2% 10,409 $248K
Empower Advisory Group, LLC 0.00% Reduce -26.2% 10,238 $244K
Ironwood Investment Management LLC 0.10% Reduce -0.1% 10,235 $244K
Patton Fund Management, Inc. 0.04% No change 10,166 $242K
GTS Securities LLC 0.01% Add +9.0% 10,147 $242K
Ceera Investments, LLC 0.11% New 10,107 $241K
CI Investments Inc. 0.00% Reduce -22.6% 10,082 $240K
HM Payson & Co. 0.00% Add +2.0% 10,051 $239K
Soltis Investment Advisors LLC 0.02% Reduce -0.7% 10,046 $239K
Shay Capital LLC 0.03% New 10,000 $238K
D.A. Davidson & Co. 0.00% Add +4.5% 9,998 $238K
Virtue Capital Management, LLC 0.04% Reduce -0.3% 10,491 $237K
Auxier Asset Management LLC 0.03% Reduce -3.4% 9,959 $237K
Deseret Mutual Benefit Administrators 0.08% Add +80.3% 9,927 $236K
Eastern Bank 0.00% Add +5.8% 9,912 $236K
Successful Portfolios LLC 0.13% New 10,157 $236K
Beese Fulmer Investment Management, Inc. 0.02% New 9,880 $235K
University of Texas/Texas Am Investment Management Co. 0.03% Reduce -81.2% 9,843 $234K
Canandaigua National Trust Co of Florida 0.19% No change 9,835 $234K
Moors & Cabot, Inc. 0.01% Reduce -4.1% 9,823 $234K
Ellevest, Inc. 0.03% Reduce -4.5% 9,742 $232K
First Financial Bankshares Inc 0.00% Reduce -12.3% 9,724 $232K
Westwood Holdings Group Inc. 0.00% New 9,717 $231K
Sowell Financial Services LLC 0.01% New 9,680 $230K
Exchange Traded Concepts, LLC 0.00% Add +22.3% 9,644 $230K
Moneta Group Investment Advisors LLC 0.00% New 9,577 $228K
One Wealth Advisors, LLC 0.03% Reduce -39.5% 9,558 $228K
Anchor Investment Management, LLC 0.02% No change 9,550 $227K
Carnegie Investment Counsel 0.00% Reduce -29.6% 9,524 $227K
FIL Ltd 0.00% New 9,473 $226K
Aptus Capital Advisors, LLC 0.00% Reduce -27.8% 9,396 $224K
HBK Sorce Advisory LLC 0.00% New 7,107 $223K
Johnson Investment Counsel Inc. 0.00% Add +0.0% 9,266 $221K
PFG Investments, LLC 0.01% Reduce -22.4% 9,235 $220K
Capital Asset Advisory Services LLC 0.01% New 7,898 $220K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +0.3% 9,219 $220K
Stephens Inc. 0.00% New 8,695 $218K
Alpha Family Trust 0.11% No change 9,150 $218K
CENTRAL TRUST Co 0.00% Reduce -3.8% 9,127 $217K
Avail Investment Partners, LLC 0.23% — 9,127 $217K
Private Trust Co. NA 0.02% Add +1.1% 9,093 $217K
Herold Advisors, Inc. 0.05% No change 9,089 $216K
Vectors Research Management, LLC 0.06% No change 9,000 $214K
Courier Capital LLC 0.01% No change 9,000 $214K
Neville Rodie & Shaw Inc. 0.02% No change 8,944 $213K
Supplemental Annuity Collective Trust of NJ 0.06% Reduce -55.3% 8,934 $213K
Mission Creek Capital Partners, Inc. 0.04% Add +72.1% 18,517 $213K
Ariadne Wealth Management, LP 0.09% New 8,801 $211K
Davis R M Inc. 0.00% No change 8,800 $211K
Advisors Capital Management, LLC 0.00% Reduce -25.2% 8,842 $211K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% New 8,830 $210K
Sharp Wealth Advisory, LLC 0.10% New 8,829 $210K
Affinity Wealth Management LLC 0.03% Reduce -1.7% 8,825 $210K
Syverson Strege & Co 0.05% Reduce -4.3% 8,815 $210K
Mgo One Seven LLC 0.00% Reduce -58.0% 8,766 $209K
NorthCrest Asset Manangement, LLC 0.01% New 8,477 $209K
Pathfinder Wealth Consulting, Inc. 0.14% Reduce -2.0% 8,760 $209K
UMB Bank, n.a. 0.00% Add +4.1% 8,758 $209K
IHT Wealth Management, LLC 0.00% New 8,748 $208K
Verity Asset Management, Inc. 0.09% New 8,713 $207K
Summit Wealth Partners, LLC 0.03% New 8,679 $207K
Spinnaker Trust 0.01% No change 8,620 $205K
Sax Wealth Advisors, LLC 0.01% Reduce -6.0% 8,538 $205K
Larson Financial Group LLC 0.01% Add +5.5% 8,597 $205K
Diversified Trust Co. 0.00% Reduce -1.7% 8,492 $202K
Beaumont Financial Advisors, LLC 0.01% Add +0.3% 8,469 $202K
Carnegie Lake Advisors LLC 0.08% No change 8,400 $200K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 8,331 $198K
Whittier Trust Co. of Nevada Inc. 0.00% Add +4.5% 8,039 $198K
Oakworth Capital, Inc. 0.01% No change 7,978 $190K
Rothschild Investment LLC 0.01% Add +147.1% 7,958 $189K
Spire Wealth Management 0.01% Add +0.2% 7,742 $184K
FNY Investment Advisers, LLC 0.08% New 7,740 $184K
Acadian Asset Management LLC 0.00% New 7,460 $177K
Magnetar Financial LLC 0.00% New 7,748 $175K
Ballast Advisors LLC 0.05% New 7,192 $171K
Versant Capital Management, Inc 0.02% Reduce -0.8% 7,148 $170K
Wolff Wiese Magana LLC 0.09% No change 6,908 $164K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +165.1% 6,895 $164K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.5% 6,825 $163K
Caitong International Asset Management Co., Ltd 0.03% New 6,742 $161K
Edmond DE Rothschild Holding S.A. 0.00% No change 6,652 $158K
Estabrook Capital Management 0.02% No change 6,400 $152K
Wellington-Altus USA Inc. 0.09% Add +127.4% 3,250 $147K
Hantz Financial Services, Inc. 0.00% Add +74.5% 5,836 $139K
Los Angeles Capital Management LLC 0.00% Reduce -99.0% 5,826 $139K
TIAA Wealth Investment Management LLC 0.00% — 5,744 $136K
Atlantic Union Bankshares Corp 0.00% Reduce -5.1% 5,643 $134K
Itau Unibanco Holding S.A. 0.00% No change 5,587 $133K
Raiffeisen Bank International AG 0.00% Reduce -10.2% 5,586 $126K
Hanson & Doremus Investment Management 0.01% No change 5,090 $121K
Indiana Trust & Investment Management Co 0.04% No change 5,000 $119K
Central Pacific Bank - Trust Division 0.02% No change 5,000 $119K
Trust Co. of Toledo NA 0.01% Reduce -4.0% 4,773 $114K
IFP Advisors, Inc 0.00% Reduce -15.3% 4,763 $113K
Basecamp Wealth Advisors LLC 0.02% Add +2.1% 4,706 $112K
Parkside Financial Bank & Trust 0.01% Reduce -35.8% 4,705 $112K
Cromwell Holdings LLC 0.06% Add +0.9% 4,587 $110K
Innovative Asset Advisors Group, LLC 0.06% — 4,539 $109K
Napier Financial, LLC 0.02% New 4,489 $107K
Covestor Ltd 0.07% Add +280.3% 4,430 $105K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 4,097 $102K
Motco 0.01% No change 4,216 $100K
Gen-Wealth Partners Inc 0.03% Add +9.9% 4,113 $98K
Security National Bank 0.01% No change 4,112 $98K
Addison Advisors LLC 0.02% Add +1.5% 4,083 $97K
Key Financial Inc 0.02% No change 4,047 $96K
Steigerwald, Gordon & Koch Inc. 0.01% Add +0.1% 4,012 $96K
Tiaa Trust, National Association 0.01% Reduce -73.6% 4,000 $95K
AdvisorNet Financial, Inc 0.00% Add +0.7% 3,992 $95K
Stance Capital LLC 0.05% Reduce -93.0% 3,979 $95K
Silvant Capital Management LLC 0.00% No change 3,879 $92K
CYBER HORNET ETFs LLC 0.06% Reduce -2.8% 3,629 $87K
SHP Wealth Management 0.01% Add +2.2% 3,605 $86K
Farmers & Merchants Investments Inc. 0.00% Reduce -30.9% 3,347 $80K
Mather Group, Llc. 0.00% New 3,342 $80K
Sittner & Nelson, LLC 0.03% No change 3,273 $78K
Clean Yield Group 0.02% No change 3,200 $76K
Webster Bank, N. A. 0.01% No change 3,200 $76K
JNBA Financial Advisors 0.01% No change 3,047 $73K
Zions Bancorporation, National Association 0.00% Reduce -61.2% 2,887 $69K
Pacific Center for Financial Services 0.02% No change 2,784 $66K
Physician Wealth Advisors, Inc. 0.01% Add +6.6% 2,671 $64K
Cassaday & Co Wealth Management LLC 0.00% New 2,656 $63K
SouthState Bank Corp 0.00% No change 2,647 $63K
Global Assets Advisory, LLC 0.02% New 2,618 $62K
Quent Capital, LLC 0.00% Reduce -29.4% 2,538 $60K
Opal Wealth Advisors, LLC 0.01% New 2,496 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 2,450 $58K
Wall Street Financial Group, Inc. 0.03% New 2,418 $58K
Bell Investment Advisors, Inc 0.01% Reduce -9.4% 2,389 $57K
Geneos Wealth Management Inc. 0.00% Reduce -34.8% 2,343 $56K
Consultiva Wealth Management, Corp. 0.16% Add +75.7% 2,321 $55K
Financial Freedom, LLC 0.03% No change 2,216 $53K
Bruce G. Allen Investments, LLC 0.03% Add +1.1% 2,198 $52K
TrinityBridge Ltd 0.00% Reduce -12.0% 2,200 $52K
Lanark Financial, Inc. 0.00% Reduce -95.7% 2,177 $52K
Colonial Trust Co / SC 0.01% Reduce -29.9% 2,152 $51K
CVA Family Office, LLC 0.01% Add +72.7% 2,059 $49K
Conquis Financial LLC 0.04% Reduce -10.7% 1,694 $47K
Caldwell Sutter Capital, Inc. 0.02% No change 1,975 $47K
International Assets Investment Management, LLC 0.00% Add +0.1% 1,932 $46K
Syntax Research, Inc. 0.03% No change 1,897 $45K
Montag A & Associates Inc. 0.00% No change 1,885 $45K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,896 $45K
Rossby Financial, LCC 0.01% Reduce -2.8% 1,805 $43K
Manchester Capital Management LLC 0.01% Reduce -4.1% 1,775 $42K
Ancora Advisors LLC 0.00% Add +4.8% 1,675 $40K
Hilton Head Capital Partners, LLC 0.02% Add +0.3% 1,658 $39K
Destiny Wealth Partners, LLC 0.00% New 1,570 $37K
Coston, McIsaac & Partners 0.01% No change 1,523 $36K
Twin Peaks Wealth Advisors, LLC 0.01% New 1,509 $36K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -50.4% 1,505 $36K
Accordant Advisory Group Inc 0.02% Add +4735.5% 1,499 $36K
Ameriflex Group, Inc. 0.02% Reduce -19.8% 1,455 $35K
Thompson Investment Management, Inc. 0.00% No change 1,427 $34K
SWAN Capital LLC 0.01% No change 1,418 $34K
JFS Wealth Advisors, LLC 0.00% Reduce -13.2% 1,359 $32K
Asset Dedication, LLC 0.00% Reduce -24.9% 1,322 $31K
Hara Capital LLC 0.02% No change 1,309 $31K
ESL Trust Services, LLC 0.01% No change 1,297 $31K
Flagship Wealth Advisors, LLC 0.01% No change 1,507 $31K
Clearstead Trust, LLC 0.01% No change 1,291 $31K
JPL Wealth Management, LLC 0.01% New 1,290 $31K
St Germain D J Co. Inc. 0.00% No change 1,265 $30K
Union Savings Bank 0.01% No change 1,263 $30K
Community Bank, N.A. 0.00% New 1,256 $30K
Wealth Preservation Advisors, LLC 0.02% Add +71.9% 1,234 $29K
Valley National Advisers Inc. 0.00% Reduce -0.3% 1,205 $28K
SJS Investment Consulting Inc. 0.00% Add +159.5% 1,165 $28K
Albion Financial Group 0.00% Add +5.5% 1,125 $27K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -0.9% 1,111 $26K
Corsicana & Co. 0.02% No change 1,670 $26K
Grove Bank & Trust 0.00% No change 1,062 $25K
True Wealth Design, LLC 0.01% Add +96.5% 1,026 $24K
Centerpoint Advisors, LLC 0.01% No change 1,000 $24K
Capital Analysts, LLC 0.00% Reduce -27.1% 1,014 $24K
TFC Financial Management, Inc. 0.00% No change 1,006 $24K
Cranbrook Wealth Management, LLC 0.00% No change 1,005 $24K
Torren Management, LLC 0.01% Reduce -79.7% 1,004 $24K
Quarry LP 0.00% New 990 $24K
MV Capital Management, Inc. 0.00% Add +3.0% 986 $23K
American National Bank & Trust 0.00% No change 986 $23K
IAG Wealth Partners, LLC 0.00% No change 975 $23K
GW&K Investment Management, LLC 0.00% Add +10.6% 970 $23K
Sound Income Strategies, LLC 0.00% Add +270.6% 934 $22K
Sachetta, LLC 0.01% Add +21.0% 928 $22K
Ares Financial Consulting, LLC 0.02% Add +80.6% 901 $22K
Activest Wealth Management 0.00% Add +4.6% 883 $21K
CNB Bank 0.01% No change 880 $21K
WPG Advisers, LLC 0.02% Add +29.8% 859 $20K
First Community Trust NA 0.01% No change 850 $20K
New England Capital Financial Advisors LLC 0.01% Add +0.3% 849 $20K
Avion Wealth 0.00% Add +42.7% 866 $20K
Allianz SE 0.00% No change 840 $20K
Financial Management Professionals, Inc. 0.00% Reduce -5.1% 814 $19K
Horizon Financial Services, LLC 0.01% No change 816 $19K
Transamerica Financial Advisors, LLC 0.00% Add +207.7% 803 $19K
Pinnacle Bancorp, Inc. 0.01% No change 801 $19K
Salomon & Ludwin, LLC 0.00% Add +19.6% 761 $19K
North Ridge Wealth Advisors, Inc. 0.01% No change 779 $19K
Prestige Wealth Management Group LLC 0.00% No change 771 $18K
Owl Creek Wealth Partners LLC 0.01% — 756 $18K
Global Trust Asset Management, LLC 0.01% No change 750 $18K
WealthCollab, LLC 0.01% Reduce -54.9% 747 $18K
Perkins Coie Trust Co 0.00% Reduce -4.9% 740 $18K
Kozak & Associates, Inc. 0.00% Add +0.4% 709 $18K
Walleye Capital LLC 0.00% Add +5078.6% 725 $17K
CoreCap Advisors, LLC 0.00% Reduce -1.4% 719 $17K
Kelleher Financial Advisors 0.00% No change 719 $17K
Salem Investment Counselors Inc. 0.00% New 700 $17K
Millstone Evans Group, LLC 0.01% Add +110.3% 696 $17K
Costello Asset Management, INC 0.01% No change 693 $17K
First Command Advisory Services, Inc. 0.00% No change 692 $16K
Sunbelt Securities, Inc. 0.00% Add +0.3% 688 $16K
Cornerstone Planning Group LLC 0.00% Add +91.5% 515 $15K
Cordant, Inc. 0.01% No change 644 $15K
Roble, Belko & Company, Inc 0.00% No change 645 $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% No change 615 $15K
Tidemark, LLC 0.00% Add +3.0% 610 $15K
Tompkins Financial Corp. 0.00% No change 578 $14K
Southern Michigan Bank & Trust 0.01% — 567 $14K
Fortitude Family Office, LLC 0.00% Add +87.1% 552 $13K
Capital Advisors, Ltd. LLC 0.00% Add +0.2% 538 $13K
Kemnay Advisory Services Inc. 0.00% Add +90.7% 532 $13K
Archer Investment Corp 0.00% No change 519 $12K
Raffa Wealth Management, LLC 0.00% Add +2.0% 516 $12K
Atlantic Private Wealth, LLC 0.01% No change 500 $12K
Ascentis Independent Advisors 0.00% New 498 $12K
HHM Wealth Advisors, LLC 0.00% No change 476 $11K
Center for Financial Planning, Inc. 0.00% No change 467 $11K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 463 $11K
Godsey & Gibb, Inc. 0.00% No change 458 $11K
Cedar Mountain Advisors, LLC 0.00% Add +4440.0% 454 $11K
PFS Partners, LLC 0.00% Add +0.7% 448 $11K
Hickory Point Bank & Trust 0.01% New 420 $10K
Pflug Koory, LLC 0.00% No change 416 $10K
SOA Wealth Advisors, LLC. 0.00% Add +0.3% 408 $10K
Keating Financial Advisory Services, Inc. 0.00% Reduce -32.6% 403 $10K
Heritage Wealth Advisors 0.00% No change 400 $10K
Murphy & Mullick Capital Management Corp 0.01% Reduce -0.5% 395 $9K
Financial Network Wealth Advisors LLC 0.01% Reduce -13.4% 380 $9K
Citizens National Bank Trust Department 0.00% Reduce -18.5% 378 $9K
Delta Asset Management LLC 0.00% No change 375 $9K
Cullen/Frost Bankers, Inc. 0.00% Reduce -83.4% 363 $9K
Rialto Wealth Management, LLC 0.00% Add +2.8% 362 $9K
Advantage Trust Co 0.00% No change 360 $9K
Clark Wealth Partners 0.01% No change 356 $9K
Kings Path Partners LLC 0.00% No change 358 $9K
Abound Wealth Management 0.00% Add +0.3% 354 $8K
Beacon Investment Advisory Services, Inc. 0.00% New 350 $8K
Davis Capital Management 0.01% Reduce -0.6% 350 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 345 $8K
Fortis Group Advisors, LLC 0.00% No change 345 $8K
LRI Investments, LLC 0.00% New 342 $8K
Joseph Group Capital Management 0.00% New 315 $8K
Private Wealth Asset Management, LLC 0.00% Reduce -3.8% 301 $7K
Westfuller Advisors, LLC 0.00% Reduce -90.1% 297 $7K
Strive Financial Group ,LLC 0.00% No change 279 $7K
Hollencrest Capital Management 0.00% No change 294 $7K
Bfsg, LLC 0.00% Add +112.8% 283 $7K
Signature Equity Partners, LLC 0.00% No change 270 $6K
Vermillion Wealth Management, Inc. 0.00% Add +31.5% 263 $6K
Harbor Investment Advisory, LLC 0.00% Reduce -12.0% 263 $6K
Synergy Investment Management, LLC 0.00% New 257 $6K
Cornerstone Financial Management LLC 0.01% Add +58.6% 257 $6K
South Plains Financial, Inc. 0.00% New 257 $6K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 253 $6K
Creative Financial Designs Inc. 0.00% No change 241 $6K
Rakuten Securities, Inc. 0.00% Reduce -50.5% 234 $6K
Godfrey Financial Associates, Inc. 0.00% No change 224 $5K
Clear Investment Research, LLC 0.01% New 224 $5K
Summit Securities Group LLC 0.00% Reduce -97.7% 218 $5K
Imprint Wealth LLC 0.02% No change 211 $5K
Strategic Wealth Advisors LLC 0.00% No change 240 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 200 $5K
Hughes Financial Services, LLC 0.00% Add +35.1% 208 $5K
Nalls Sherbakoff Group, LLC 0.00% No change 207 $5K
Lloyd Advisory Services, LLC. 0.00% New 207 $5K
Kingdom Financial Group LLC. 0.00% New 207 $5K
Holos Integrated Wealth LLC 0.00% No change 200 $5K
PlanVest Financial, Inc 0.00% — 205 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 205 $5K
Strategic Wealth Partners, Ltd. 0.00% No change 201 $5K
Olistico Wealth, LLC 0.00% No change 200 $5K
S&T Bank 0.00% No change 200 $5K
Fourth Dimension Wealth, LLC 0.00% No change 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
Kilter Group LLC 0.00% Reduce -21.0% 199 $5K
Country Trust Bank 0.00% No change 195 $5K
Maseco LLP 0.00% No change 194 $5K
N.E.W. Advisory Services LLC 0.00% No change 189 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 179 $4K
Silver Grove Financial Group, Inc. 0.00% New 172 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 170 $4K
Intentional Wealth Strategies, LLC 0.00% — 168 $4K
Bollard Group LLC 0.00% Add +1.1% 187 $4K
Creative Capital Management Investments LLC 0.00% No change 166 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +32.3% 164 $4K
Smallwood Wealth Investment Management, LLC 0.00% No change 160 $4K
United Financial Planning Group LLC 0.00% New 153 $4K
Benson Wealth Management INC 0.01% No change 152 $4K
Dynamic Wealth Strategies, LLC 0.00% New 141 $3K
Bravera Wealth 0.00% Reduce -22.1% 141 $3K
Triumph Capital Management 0.00% Add +7.7% 140 $3K
Johnson Financial Group, Inc. 0.00% Reduce -95.6% 134 $3K
Chilton Capital Management LLC 0.00% Add +638.9% 133 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +3.2% 130 $3K
Dunhill Financial, LLC 0.00% Add +0.8% 129 $3K
Wilkerson Advisory Group LLC 0.00% Reduce -70.9% 124 $3K
Park Place Capital Corp 0.00% Reduce -45.1% 124 $3K
Highline Wealth Partners LLC 0.00% Add +18.0% 118 $3K
Evolution Wealth Management Inc. 0.00% No change 117 $3K
Investors Research Corp 0.00% New 117 $3K
Financial Perspectives, Inc 0.00% Add +0.9% 113 $3K
Principia Wealth Advisory, LLC 0.00% Add +3.7% 111 $3K
Marquette Asset Management, LLC 0.00% Add +80.0% 108 $3K
Whipplewood Advisors, LLC 0.00% New 108 $3K
MCF Advisors LLC 0.00% No change 107 $3K
High Note Wealth, LLC 0.00% Add +1200.0% 104 $2K
Basepoint Wealth LLC 0.00% Add +1.0% 103 $2K
Leo H. Evart, Inc. 0.00% — 100 $2K
Cetera Trust Company, N.A 0.00% No change 100 $2K
2UniFi Bank 0.00% Add +25.0% 100 $2K
Greykasell Wealth Strategies, Inc. 0.00% New 100 $2K
United Community Bank 0.00% No change 100 $2K
Crewe Advisors LLC 0.00% No change 100 $2K
Nemes Rush Group LLC 0.00% No change 94 $2K
Graney & King, LLC 0.00% No change 90 $2K
Goodman Advisory Group, LLC 0.00% No change 89 $2K
Burk Holdings LLC 0.00% New 88 $2K
REAP Financial Group, LLC 0.00% No change 87 $2K
Arlington Trust Co LLC 0.00% New 86 $2K
Tsfg, LLC 0.00% No change 63 $2K
Harvest Fund Management Co., Ltd 0.00% New 104 $2K
Quaker Wealth Management, LLC 0.00% Add +14.1% 81 $2K
Truvestments Capital LLC 0.00% New 80 $2K
Clayton Financial Group LLC 0.00% No change 79 $2K
Mascoma Wealth Management LLC 0.00% New 70 $2K
Operose Advisors LLC 0.00% New 68 $2K
American Capital Advisory, LLC 0.00% Add +37.0% 63 $2K
Sunrise Financial Services, LLC 0.00% No change 61 $1K
Cheviot Value Management, LLC 0.00% No change 55 $1K
Princeton Global Asset Management LLC 0.00% Add +13.3% 51 $1K
Compagnie Lombard Odier SCmA 0.00% No change 50 $1K
McGuire Capital Advisors Inc. 0.00% No change 47 $1K
Trust Co 0.00% No change 45 $1K
Washington Trust Advisors, Inc. 0.00% New 45 $1K
Tradewinds Capital Management, LLC 0.00% No change 44 $1K
Navigoe, LLC 0.00% No change 72 $1K
CKW Financial Group 0.00% No change 50 $1K
1015 Capital Partners, LLC 0.00% No change 41 $976
HFM Investment Advisors, LLC 0.00% Reduce -2.4% 41 $976
NBT Bank, N.A. 0.00% New 41 $976
Aventura Private Wealth, LLC 0.00% No change 40 $952
Dogwood Wealth Management LLC 0.00% Reduce -7.7% 36 $857
Cherry Tree Wealth Management, LLC 0.00% No change 31 $739
TopTier Wealth Management, LLC 0.00% New 29 $690
Brown, Lisle/Cummings, Inc. 0.00% No change 24 $571
WestEnd Advisors, LLC 0.00% No change 21 $500
Portus Wealth Advisors, LLC 0.00% New 20 $476
Seneschal Advisors, LLC 0.00% No change 19 $453
Valued Wealth Advisors LLC 0.00% No change 18 $432
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 18 $429
Curio Wealth, LLC 0.00% Add +166.7% 16 $382
IMA Advisory Services, Inc. 0.00% No change 15 $359
DecisionPoint Financial, LLC 0.00% No change 15 $358
Aspect Partners, LLC 0.00% No change 13 $310
MBM Wealth Consultants, LLC 0.00% New 12 $279
Nvwm, LLC 0.00% No change 10 $238
City State Bank 0.00% No change 8 $190
Morse Asset Management, Inc 0.00% No change 7 $167
3 Factor Indexing, LLC 0.00% — 5 $120
NFSG Corp 0.00% No change 5 $119
Main Street Group, LTD 0.00% New 2 $48
Altshuler Shaham Ltd 0.00% No change 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.