HealthequityHQY
13F holders, Q4 2025 (December 31)512holders +18
73new positions
59sold out
8famous investors
$91.61avg. 13F price*
At the end of Q4 2025, 512 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 18 from Q3 2025. 73 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($794.1M) and Wasatch Advisors LP ($603.7M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $394.0M |
| Exits | 59 | $100.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,331,520 shares bought and 7,935,757 shares sold, net −604,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 512 holders
| BlackRock, Inc. | 0.02% | Add +0.5% | 11,215,829 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 8,668,534 | $794.1M |
| Wasatch Advisors LP | 3.59% | Add +4.5% | 6,589,646 | $603.7M |
| State Street Corp. | 0.01% | Reduce -1.9% | 3,091,052 | $283.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 2,201,232 | $201.7M |
| FMR LLC | 0.01% | Reduce -41.2% | 2,052,571 | $188.0M |
| Westfield Capital Management Co. LP | 0.75% | Add +13.7% | 1,952,452 | $178.9M |
| William Blair Investment Management, LLC | 0.47% | New | 1,855,208 | $170.0M |
| AQR Capital Management | 0.08% | Reduce -0.1% | 1,762,335 | $161.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.5% | 1,581,752 | $144.9M |
| Brown Advisory Inc. | 0.19% | Reduce -5.6% | 1,515,259 | $138.8M |
| Morgan Stanley | 0.01% | Add +14.1% | 1,486,057 | $136.1M |
| Clearbridge Investments, LLC | 0.10% | Reduce -0.1% | 1,358,933 | $124.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -14.1% | 1,317,719 | $120.7M |
| Mackenzie Financial Corp. | 0.13% | Reduce -7.6% | 1,171,806 | $108.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.3% | 1,165,311 | $106.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 1,132,744 | $103.8M |
| Geneva Capital Management LLC | 1.93% | Add +1.9% | 1,118,576 | $102.5M |
| Greenhouse Funds LLLP | 3.82% | Add +1.0% | 1,079,704 | $98.9M |
| Northern Trust Corp. | 0.01% | Reduce -5.7% | 1,018,208 | $93.3M |
| Loomis Sayles & Co. L P | 0.11% | Reduce -3.3% | 953,072 | $87.3M |
| Millennium Management | 0.06% | Add +151.6% | 951,563 | $87.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.6% | 924,249 | $84.7M |
| Atalan Capital Partners, LP | 5.97% | Add +0.4% | 915,150 | $83.8M |
| Invesco Ltd. | 0.01% | Reduce -59.0% | 871,802 | $79.9M |
| Janus Henderson Group PLC | 0.03% | Reduce -2.3% | 820,233 | $75.1M |
| Wellington Management Group LLP | 0.01% | Reduce -3.6% | 767,391 | $70.3M |
| Baron Capital (BAMCO) | 0.19% | Reduce -0.5% | 756,025 | $69.3M |
| American Century Companies Inc. | 0.03% | Reduce -3.1% | 747,398 | $68.5M |
| Norges Bank | 0.01% | — | 730,567 | $66.9M |
| Stephens Investment Management Group LLC | 0.87% | Add +0.3% | 726,185 | $66.5M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -4.5% | 729,510 | $66.4M |
| Nuveen, LLC | 0.02% | Add +22.6% | 674,066 | $61.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.5% | 673,191 | $61.7M |
| Sei Investments Co. | 0.06% | Add +7.2% | 668,945 | $61.3M |
| Nomura Asset Management International Inc. | 0.09% | — | 634,175 | $58.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 621,879 | $57.0M |
| UBS Group AG | 0.01% | Add +12.5% | 617,741 | $56.6M |
| Bank of America Corp. | 0.00% | Reduce -11.1% | 600,858 | $55.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | Reduce -11.1% | 580,074 | $53.1M |
| Cadian Capital Management, LP | 3.75% | New | 566,700 | $51.9M |
| Artisan Partners Limited Partnership | 0.08% | Reduce -9.2% | 542,216 | $49.7M |
| GW&K Investment Management, LLC | 0.37% | Add +3.6% | 462,891 | $42.4M |
| Marshall Wace, LLP | 0.04% | Add +53.6% | 450,322 | $41.3M |
| Swedbank AB | 0.04% | New | 437,300 | $40.1M |
| Aristotle Capital Boston, LLC | 2.18% | Reduce -0.7% | 432,939 | $39.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.6% | 410,811 | $37.8M |
| DAVENPORT & Co LLC | 0.20% | Add +2.1% | 394,415 | $36.4M |
| Bessemer Group Inc. | 0.05% | Add +6.9% | 373,389 | $34.2M |
| Lazard Asset Management LLC | 0.05% | Reduce -5.3% | 351,292 | $32.2M |
| Franklin Resources Inc. | 0.01% | Reduce -59.3% | 341,700 | $31.3M |
| Royal Bank of Canada | 0.01% | Reduce -3.6% | 338,465 | $31.0M |
| Premier Fund Managers Ltd | 1.65% | Reduce -49.3% | 309,237 | $28.6M |
| Balyasny Asset Management L.P. | 0.05% | New | 281,631 | $25.8M |
| Principal Financial Group Inc. | 0.01% | Add +9.3% | 277,417 | $25.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -3.5% | 277,342 | $25.4M |
| CIBC Private Wealth Group LLC | 0.04% | Add +29.7% | 276,723 | $25.4M |
| Man Group plc | 0.05% | Reduce -10.0% | 276,444 | $25.3M |
| Ranger Investment Management, L.P. | 1.72% | Reduce -0.3% | 273,288 | $25.0M |
| Ashford Capital Management Inc. | 2.77% | Reduce -0.1% | 271,723 | $24.9M |
| 12th Street Asset Management Company, LLC | 3.91% | Reduce -4.8% | 259,134 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -8.9% | 247,963 | $22.7M |
| WCM Investment Management, LLC | 0.04% | Reduce -5.8% | 233,960 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.5% | 226,179 | $20.7M |
| Aureus Asset Management, LLC | 1.28% | Reduce -24.7% | 219,664 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +21.2% | 216,034 | $19.8M |
| Citadel Advisors | 0.01% | Reduce -49.6% | 215,267 | $19.7M |
| Boone Capital Management LLC | 6.12% | New | 212,856 | $19.5M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.5% | 212,306 | $19.4M |
| Qube Research & Technologies Ltd | 0.03% | Add +72.9% | 202,413 | $18.5M |
| Glenmede Trust Co. NA | 0.09% | — | 198,884 | $18.2M |
| Trexquant Investment LP | 0.16% | New | 197,874 | $18.1M |
| Engineers Gate Manager LP | 0.21% | Add +161.3% | 194,392 | $17.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.8% | 190,206 | $17.4M |
| Eversept Partners, LP | 0.95% | Add +254.5% | 185,739 | $17.0M |
| Barclays PLC | 0.01% | Reduce -13.6% | 185,104 | $17.0M |
| Summit Creek Advisors LLC | 2.66% | Reduce -4.0% | 184,841 | $16.9M |
| Point72 Asset Management | 0.03% | Reduce -67.6% | 182,017 | $16.7M |
| New York State Common Retirement Fund | 0.02% | Add +1.0% | 178,811 | $16.4M |
| Segall Bryant & Hamill, LLC | 0.22% | Add +4.7% | 177,808 | $16.3M |
| Swiss National Bank | 0.01% | Add +1.4% | 170,000 | $15.6M |
| ArrowMark Colorado Holdings LLC | 0.34% | Reduce -26.8% | 169,760 | $15.6M |
| Axiom Investors LLC | 0.14% | Add +11.1% | 168,216 | $15.4M |
| Oppenheimer Asset Management Inc. | 0.18% | Add +4.0% | 161,702 | $14.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +6.9% | 161,555 | $14.8M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -12.2% | 155,005 | $14.2M |
| California Public Employees Retirement System | 0.01% | Reduce -1.2% | 152,765 | $14.0M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -52.7% | 149,122 | $13.7M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 143,848 | $13.2M |
| Oberweis Asset Management Inc./ | 0.47% | Add +1.1% | 141,580 | $13.0M |
| DF Dent & Co. Inc. | 0.18% | Reduce -31.9% | 140,169 | $12.8M |
| Legal & General Group Plc | 0.00% | Reduce -14.2% | 135,356 | $12.4M |
| Frontier Capital Management Co. LLC | 0.12% | Add +11.2% | 127,646 | $11.7M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.7% | 118,143 | $10.8M |
| Deutsche Bank AG | 0.00% | Add +2.2% | 112,301 | $10.3M |
| GDS Wealth Management | 0.63% | Add +9.1% | 110,122 | $10.1M |
| Peregrine Capital Management LLC | 0.31% | Add +5.9% | 108,753 | $10.0M |
| Voya Investment Management LLC | 0.01% | Reduce -9.8% | 108,131 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.4% | 107,761 | $9.9M |
| B. Metzler seel. Sohn & Co. AG | 0.08% | Add +23.4% | 104,078 | $9.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +38.0% | 102,000 | $9.3M |
| Congress Asset Management Co. | 0.07% | Add +36.3% | 101,816 | $9.3M |
| Motley Fool Asset Management LLC | 0.36% | Reduce -5.5% | 101,475 | $9.3M |
| Private Advisory Group LLC | 0.73% | Add +6.2% | 101,382 | $9.3M |
| Mutual of America Capital Management LLC | 0.09% | Add +4.0% | 98,079 | $9.0M |
| King Luther Capital Management Corp. | 0.04% | Add +18.8% | 95,764 | $8.8M |
| Granahan Investment Management, LLC | 0.36% | New | 91,020 | $8.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -2.3% | 89,403 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 89,048 | $8.2M |
| MetLife Investment Management, LLC | 0.04% | Reduce -5.7% | 87,677 | $8.0M |
| Motley Fool Wealth Management, LLC | 0.62% | Reduce -14.0% | 87,171 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.7% | 85,271 | $7.8M |
| Diversify Wealth Management, LLC | 0.36% | Reduce -0.1% | 90,437 | $7.6M |
| California State Teachers Retirement System | 0.01% | Add +0.9% | 81,316 | $7.4M |
| Citigroup Inc. | 0.01% | Reduce -6.9% | 79,677 | $7.3M |
| Renaissance Group LLC | 0.29% | Reduce -1.3% | 79,477 | $7.3M |
| Parkwood LLC | 0.62% | New | 79,018 | $7.2M |
| Jane Street Group, LLC | 0.01% | Add +395.8% | 78,838 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Add +0.5% | 78,803 | $7.2M |
| Tectonic Advisors LLC | 0.37% | Add +0.8% | 77,525 | $7.1M |
| Capricorn Fund Managers Ltd | 1.67% | New | 75,602 | $6.9M |
| Woodline Partners LP | 0.03% | Reduce -72.7% | 75,461 | $6.9M |
| GM Advisory Group, LLC | 0.27% | Reduce -10.0% | 75,382 | $6.9M |
| Kornitzer Capital Management Inc. | 0.14% | No change | 75,326 | $6.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -59.0% | 69,938 | $6.4M |
| iA Global Asset Management Inc. | 0.08% | New | 68,830 | $6.3M |
| Inspirion Wealth Advisors, LLC | 0.73% | Reduce -13.3% | 65,000 | $6.0M |
| STRS Ohio | 0.02% | Add +84.0% | 64,400 | $5.9M |
| Elk River Wealth Management LLC | 0.94% | Reduce -0.6% | 64,089 | $5.9M |
| Public Employees Retirement System of Ohio | 0.02% | Add +1.4% | 63,137 | $5.8M |
| Waverly Advisors, LLC | 0.05% | Add +14.9% | 62,761 | $5.7M |
| Grandeur Peak Global Advisors, LLC | 0.76% | Reduce -43.9% | 61,806 | $5.7M |
| Madison Asset Management, LLC | 0.06% | Add +0.4% | 60,938 | $5.6M |
| Bridger Management, LLC | 3.56% | New | 60,484 | $5.5M |
| Nordea Investment Management AB | 0.00% | Reduce -12.4% | 60,252 | $5.5M |
| Creative Planning | 0.00% | Add +18.3% | 59,645 | $5.5M |
| 1492 Capital Management LLC | 2.02% | Add +1.7% | 55,927 | $5.1M |
| EverSource Wealth Advisors, LLC | 0.18% | Add +10.3% | 54,345 | $5.0M |
| Mariner, LLC | 0.01% | Add +10.4% | 49,604 | $4.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -25.9% | 49,615 | $4.5M |
| Moody Aldrich Partners LLC | 0.82% | Reduce -19.6% | 47,978 | $4.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | New | 47,817 | $4.4M |
| Physician Wealth Advisors, Inc. | 0.60% | Reduce -12.2% | 47,044 | $4.3M |
| Intech Investment Management LLC | 0.04% | Add +1.7% | 46,880 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +35.4% | 44,721 | $4.1M |
| Future Fund LLC | 1.29% | Add +40.9% | 44,317 | $4.1M |
| EFG International AG | 0.08% | — | 44,025 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 42,019 | $3.8M |
| Overbrook Management Corp | 0.64% | Reduce -10.0% | 40,471 | $3.7M |
| Formula Growth Ltd. | 1.39% | Reduce -2.9% | 39,400 | $3.6M |
| Covea Finance | 0.12% | No change | 39,200 | $3.6M |
| Wealthspire Advisors, LLC | 0.03% | Add +10318.2% | 38,339 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +1.4% | 38,285 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.2% | 38,231 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +190.8% | 37,965 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -7.7% | 37,506 | $3.4M |
| Montanaro Asset Management Ltd | 0.95% | Add +13.1% | 37,200 | $3.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +4082.4% | 36,889 | $3.4M |
| Faithward Advisors, LLC | 0.49% | Reduce -21.9% | 36,374 | $3.3M |
| Amalgamated Bank | 0.02% | Reduce -4.4% | 36,254 | $3.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +17.1% | 35,690 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +13.3% | 36,141 | $3.3M |
| Hilton Capital Management, LLC | 0.23% | Add +26.8% | 33,449 | $3.1M |
| Zacks Investment Management | 0.02% | Add +2.4% | 33,382 | $3.1M |
| Magnetar Financial LLC | 0.03% | New | 33,020 | $3.0M |
| Homestead Advisers Corp | 0.08% | No change | 32,800 | $3.0M |
| Beacon Investment Advisors LLC | 1.16% | Add +15.2% | 31,526 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -43.1% | 30,647 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -7.8% | 30,207 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -16.3% | 30,170 | $2.8M |
| Forest Hill Capital, LLC | 1.39% | No change | 29,576 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.3% | 29,309 | $2.7M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -3.6% | 29,174 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.8% | 28,209 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.4% | 28,135 | $2.6M |
| Verition Fund Management LLC | 0.01% | Add +1.5% | 28,023 | $2.6M |
| Simplify Asset Management Inc. | 0.04% | Add +72.9% | 27,329 | $2.5M |
| Captrust Financial Advisors | 0.00% | Reduce -10.0% | 27,314 | $2.5M |
| Econ Financial Services Corp | 1.25% | Add +39.9% | 27,249 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -18.9% | 28,634 | $2.5M |
| Chesley Taft & Associates LLC | 0.10% | Add +4.5% | 26,399 | $2.4M |
| Comerica Bank | 0.01% | Reduce -92.3% | 26,332 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -6.2% | 26,293 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +18.7% | 26,000 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +5.3% | 25,943 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.7% | 25,602 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.2% | 27,547 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -24.9% | 25,163 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.1% | 25,102 | $2.3M |
| Tidal Investments LLC | 0.01% | Add +23.0% | 24,956 | $2.3M |
| OP Asset Management Ltd | 0.03% | Add +87.0% | 24,883 | $2.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -67.1% | 24,657 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +14.4% | 24,616 | $2.3M |
| SummitTX Capital, L.P. | 0.07% | New | 24,187 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -6.5% | 23,899 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +22.2% | 23,878 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.2% | 23,800 | $2.2M |
| One Capital Management, LLC | 0.07% | Add +57.4% | 23,695 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -4.0% | 23,021 | $2.1M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -3.0% | 22,864 | $2.1M |
| Integrated Quantitative Investments LLC | 0.43% | Add +116.0% | 21,800 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.9% | 21,560 | $2.0M |
| Twinbeech Capital LP | 0.14% | New | 21,100 | $1.9M |
| Advisory Research Inc. | 0.24% | Reduce -5.5% | 21,069 | $1.9M |
| First American Bank | 0.12% | Add +21.6% | 20,952 | $1.9M |
| Maridea Wealth Management LLC | 0.29% | Add +36.9% | 20,893 | $1.9M |
| Bridgewater Associates | 0.01% | Add +226.5% | 20,827 | $1.9M |
| Quantbot Technologies LP | 0.06% | New | 20,723 | $1.9M |
| Keating Financial Advisory Services, Inc. | 0.25% | — | 20,412 | $1.9M |
| Choreo, LLC | 0.02% | Reduce -0.6% | 20,146 | $1.9M |
| State of Michigan Retirement System | 0.01% | Reduce -1.4% | 20,322 | $1.9M |
| Crown Advisors Management, Inc. | 1.21% | No change | 20,000 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.0% | 19,277 | $1.8M |
| Gradient Investments LLC | 0.03% | Add +2.0% | 19,217 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -20.0% | 19,063 | $1.7M |
| ProShare Advisors LLC | 0.00% | Add +4.3% | 19,058 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.13% | Add +10.8% | 17,744 | $1.6M |
| Zions Bancorporation, National Association | 0.07% | Reduce -6.7% | 17,400 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -5.3% | 17,359 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 17,300 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.1% | 17,176 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -28.5% | 16,922 | $1.6M |
| Avidity Partners Management LP | 0.45% | Reduce -33.2% | 16,900 | $1.5M |
| Credit Agricole S A | 0.00% | No change | 16,684 | $1.5M |
| Deerfield Management Company, L.P. | 0.02% | Add +129.9% | 16,231 | $1.5M |
| Penn Capital Management Company, LLC | 0.12% | Add +3.8% | 15,944 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 15,076 | $1.4M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.10% | Reduce -5.2% | 14,784 | $1.4M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +35.6% | 14,760 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | Add +33.3% | 14,556 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +61.9% | 14,491 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +85.7% | 14,164 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Add +0.8% | 13,960 | $1.3M |
| Radnor Capital Management, LLC | 0.19% | Add +130.2% | 14,366 | $1.3M |
| Marex Group Ltd | 0.01% | Reduce -47.4% | 13,781 | $1.3M |
| FJ Capital Management LLC | 0.14% | Add +61.8% | 13,556 | $1.2M |
| Silphium Asset Management Ltd | 0.52% | Reduce -44.8% | 13,478 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +16.9% | 13,427 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +50.3% | 13,365 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +4.1% | 13,242 | $1.2M |
| Versor Investments LP | 0.18% | New | 12,920 | $1.2M |
| HRT Financial LP | 0.00% | New | 12,806 | $1.2M |
| Coyle Financial Counsel LLC | 0.25% | Reduce -17.1% | 12,795 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -5.6% | 12,693 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.1% | 12,340 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 12,231 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.9% | 12,198 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +17.2% | 12,175 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -9.3% | 11,945 | $1.1M |
| Amica Mutual Insurance Co. | 0.09% | No change | 11,805 | $1.1M |
| Milestone Asset Management, LLC | 0.20% | Add +7.8% | 11,778 | $1.1M |
| Jupiter Asset Management Ltd. | 0.01% | Add +100.6% | 11,705 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.8% | 11,582 | $1.1M |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 11,553 | $1.1M |
| Sumitomo Life Insurance Co. | 0.03% | New | 11,554 | $1.1M |
| Suncoast Equity Management | 0.11% | Add +57.0% | 11,490 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +4.9% | 11,052 | $1.0M |
| Dynamic Technology Lab Private Ltd | 0.22% | New | 10,750 | $985K |
| Assenagon Asset Management S.A. | 0.00% | New | 10,710 | $981K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -21.7% | 10,616 | $973K |
| Xponance LLC | 0.01% | Reduce -13.7% | 10,581 | $969K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -0.5% | 10,217 | $936K |
| Hodges Capital Management Inc. | 0.08% | Reduce -47.4% | 10,000 | $916K |
| Cinctive Capital Management LP | 0.05% | New | 9,746 | $893K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.8% | 9,010 | $873K |
| &partners | 0.00% | Add +50.1% | 9,478 | $852K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +288.1% | 8,996 | $824K |
| Stansberry Asset Management, LLC | 0.08% | Reduce -8.0% | 8,949 | $820K |
| HC Advisors, LLC | 0.56% | No change | 8,880 | $813K |
| Acadian Asset Management LLC | 0.00% | Add +2551.1% | 8,775 | $803K |
| Alps Advisors Inc. | 0.00% | Reduce -7.4% | 8,711 | $798K |
| Two Sigma Securities, LLC | 0.11% | New | 8,692 | $796K |
| Oxford Asset Management LLP | 0.28% | New | 8,606 | $788K |
| Entropy Technologies, LP | 0.04% | Reduce -41.0% | 8,592 | $787K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -7.5% | 8,536 | $781K |
| Sheets Smith Wealth Management | 0.09% | No change | 8,525 | $781K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,231 | $754K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.8% | 8,047 | $737K |
| Quadrant Capital Group LLC | 0.02% | Add +0.0% | 8,022 | $735K |
| Janney Montgomery Scott LLC | 0.00% | Add +48.7% | 8,009 | $734K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.1% | 7,842 | $718K |
| Vestcor Inc | 0.02% | Reduce -30.5% | 7,705 | $706K |
| Stephens Inc. | 0.01% | Add +5.3% | 7,498 | $687K |
| Cwm, LLC | 0.00% | Add +15.2% | 7,405 | $678K |
| Peterson Wealth Services | 0.17% | Add +35985.0% | 7,217 | $661K |
| Iron Gate Global Advisors LLC | 0.07% | Reduce -23.2% | 6,949 | $637K |
| Federated Hermes, Inc. | 0.00% | Reduce -10.3% | 6,929 | $635K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.3% | 6,656 | $622K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.6% | 6,620 | $606K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -41.5% | 6,560 | $601K |
| Fieldview Capital Management, LLC | 0.10% | New | 6,486 | $594K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.2% | 6,266 | $574K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +72.2% | 6,200 | $568K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +10.4% | 6,042 | $554K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -17.4% | 5,993 | $553K |
| HSBC Holdings PLC | 0.00% | Reduce -74.5% | 5,951 | $546K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +6.9% | 5,939 | $544K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.4% | 5,831 | $534K |
| Cibc World Markets Corp. | 0.00% | — | 5,648 | $517K |
| Nicolet Advisory Services, LLC | 0.03% | Add +160.9% | 6,021 | $509K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 5,532 | $507K |
| Three Seasons Wealth, LLC | 0.05% | Add +49.8% | 5,521 | $506K |
| Sivia Capital Partners, LLC | 0.10% | Add +82.8% | 5,447 | $499K |
| AlphaQuest LLC | 0.03% | Add +759.5% | 5,363 | $491K |
| MML Investors Services, LLC | 0.00% | Reduce -5.2% | 5,348 | $490K |
| Avior Wealth Management, LLC | 0.02% | Reduce -2.7% | 5,309 | $486K |
| Gotham Asset Management | 0.00% | Reduce -85.7% | 5,285 | $484K |
| Level Four Advisory Services, LLC | 0.02% | Add +21.7% | 5,207 | $477K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,151 | $472K |
| Fulton Bank, N.A. | 0.02% | Add +19.6% | 5,137 | $471K |
| BTC Capital Management, Inc. | 0.03% | Reduce -0.7% | 5,118 | $469K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.5% | 5,105 | $468K |
| PEAK6 LLC | 0.01% | Reduce -16.2% | 5,041 | $462K |
| Van Hulzen Asset Management, LLC | 0.03% | New | 5,000 | $458K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 5,000 | $458K |
| Polen Capital Management LLC | 0.00% | New | 4,980 | $456K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.2% | 4,974 | $456K |
| Narus Financial Partners, LLC | 0.12% | Reduce -16.8% | 4,941 | $453K |
| Commerce Bank | 0.00% | Reduce -2.0% | 4,878 | $447K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -70.8% | 4,757 | $436K |
| Keebeck Wealth Management | 0.05% | Add +57.0% | 4,746 | $435K |
| Optimize Financial Inc. | 0.22% | Add +1.4% | 4,708 | $431K |
| Blueshift Asset Management, LLC | 0.12% | New | 4,652 | $426K |
| CSS LLC | 0.07% | New | 4,610 | $422K |
| Jones Financial Companies LLLP | 0.00% | Add +22.3% | 4,385 | $402K |
| Yorktown Management & Research Co Inc | 0.30% | New | 4,125 | $378K |
| Qsemble Capital Management, LP | 0.03% | New | 4,096 | $375K |
| Walleye Trading LLC | 0.01% | Reduce -77.7% | 4,072 | $373K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 3,992 | $366K |
| Summitry LLC | 0.02% | Add +18.1% | 3,963 | $363K |
| Neuberger Berman Group LLC | 0.00% | Add +14.1% | 3,945 | $361K |
| Ethic Inc. | 0.01% | Add +2.9% | 3,867 | $354K |
| Brooklyn Investment Group | 0.02% | New | 3,790 | $352K |
| Cim Investment Management Inc. | 0.09% | No change | 3,816 | $350K |
| Compound Planning, Inc. | 0.01% | Reduce -19.0% | 3,793 | $347K |
| AlphaGrep UK Ltd | 0.11% | — | 3,725 | $341K |
| Mirabella Financial Services LLP | 0.03% | New | 3,687 | $338K |
| Mattson Financial Services, LLC | 0.08% | Add +53.1% | 3,681 | $337K |
| Fiduciary Trust Co | 0.00% | Reduce -0.3% | 3,659 | $335K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.5% | 3,651 | $334K |
| Inspire Investing, LLC | 0.03% | Reduce -74.9% | 3,623 | $332K |
| Profund Advisors LLC | 0.01% | Reduce -0.4% | 3,580 | $328K |
| Virtu Financial LLC | 0.01% | New | 3,544 | $325K |
| 111 Capital | 0.07% | New | 3,528 | $323K |
| Olympiad Research LP | 0.85% | Add +21.7% | 3,490 | $320K |
| Prelude Capital Management, LLC | 0.02% | Add +20.2% | 3,490 | $320K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.2% | 3,461 | $317K |
| Focus Partners Wealth | 0.00% | Add +51.9% | 3,409 | $312K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.2% | 3,379 | $310K |
| Scientech Research LLC | 0.19% | New | 3,329 | $305K |
| City Center Advisors, LLC | 0.28% | Add +27.5% | 3,323 | $304K |
| Curated Wealth Partners LLC | 0.03% | Add +24.3% | 3,267 | $299K |
| Cresset Asset Management, LLC | 0.00% | Add +7.0% | 3,224 | $295K |
| Janney Capital Management LLC | 0.02% | Add +1.8% | 3,208 | $294K |
| Axq Capital, LP | 0.07% | New | 3,201 | $293K |
| XTX Topco Ltd | 0.01% | New | 3,160 | $289K |
| Avanza Fonder AB | 0.01% | Reduce -8.7% | 3,078 | $282K |
| Steadtrust LLC | 0.17% | New | 3,070 | $281K |
| MeadowBrook Investment Advisors LLC | 0.24% | Reduce -1.4% | 3,065 | $281K |
| Amundi | 0.00% | New | 3,030 | $278K |
| Unique Wealth, LLC | 0.04% | New | 3,029 | $277K |
| Abacus Wealth Partners, LLC | 0.03% | New | 2,937 | $269K |
| Shelton Capital Management | 0.01% | Reduce -7.1% | 2,885 | $264K |
| Global Retirement Partners, LLC | 0.00% | Add +3843.8% | 2,879 | $264K |
| Merit Financial Group, LLC | 0.00% | Add +35.3% | 2,857 | $262K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +41.8% | 2,818 | $258K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 2,756 | $252K |
| 1620 Investment Advisors, Inc. | 0.17% | Add +2.6% | 2,708 | $248K |
| CIBC Asset Management Inc | 0.00% | No change | 2,700 | $247K |
| Forum Financial Management, LP | 0.00% | No change | 2,642 | $242K |
| Clearstead Advisors, LLC | 0.00% | Add +215.6% | 2,610 | $239K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -2.5% | 2,606 | $239K |
| NewEdge Wealth, LLC | 0.00% | New | 2,570 | $235K |
| Truist Financial Corp. | 0.00% | Add +4.9% | 2,537 | $232K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,485 | $228K |
| Callan Family Office, LLC | 0.00% | New | 2,484 | $228K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +27.1% | 2,456 | $224K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,430 | $223K |
| Ritholtz Wealth Management | 0.00% | New | 2,432 | $223K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.6% | 2,428 | $222K |
| KBC Group NV | 0.00% | No change | 2,411 | $221K |
| Tudor Investment Corporation | 0.00% | Reduce -75.1% | 2,411 | $221K |
| Great Lakes Advisors, LLC | 0.00% | New | 2,407 | $221K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.3% | 2,399 | $220K |
| AE Wealth Management LLC | 0.00% | Add +9.7% | 2,396 | $219K |
| Corient Private Wealth LP | 0.00% | New | 2,384 | $219K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,311 | $212K |
| Grant Private Wealth Management Inc | 0.13% | Reduce -1.3% | 2,306 | $211K |
| Hantz Financial Services, Inc. | 0.00% | Add +47.9% | 2,305 | $211K |
| Greenleaf Trust | 0.00% | Reduce -6.9% | 2,260 | $207K |
| iSAM Funds (UK) Ltd | 0.07% | Add +81.3% | 2,239 | $205K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,221 | $203K |
| GAMMA Investing LLC | 0.01% | Add +9.5% | 1,944 | $178K |
| Aviso Financial Inc. | 0.01% | Reduce -4.6% | 1,674 | $153K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -7.8% | 1,650 | $151K |
| Assetmark, Inc. | 0.00% | Reduce -73.8% | 1,451 | $133K |
| Parallel Advisors, LLC | 0.00% | Add +14.3% | 1,387 | $127K |
| Estate Planners Group, LLC | 0.05% | — | 1,299 | $119K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,267 | $116K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 1,256 | $116K |
| Huntington National Bank | 0.00% | Add +92.0% | 1,177 | $108K |
| Signaturefd, LLC | 0.00% | Reduce -12.9% | 1,070 | $98K |
| Horizon Investments, LLC | 0.00% | New | 1,030 | $94K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,030 | $94K |
| Kemnay Advisory Services Inc. | 0.01% | New | 1,024 | $94K |
| Fifth Third Bancorp | 0.00% | Add +3.2% | 1,020 | $93K |
| UMB Bank, n.a. | 0.00% | Add +13.5% | 985 | $90K |
| Lanark Financial, Inc. | 0.01% | New | 905 | $83K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.8% | 872 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Add +117.1% | 851 | $78K |
| Smartleaf Asset Management LLC | 0.00% | Add +51.9% | 793 | $73K |
| Vega Investment Solutions | 0.01% | — | 779 | $71K |
| Kestra Advisory Services, LLC | 0.00% | New | 713 | $65K |
| Allworth Financial LP | 0.00% | Add +88.3% | 706 | $65K |
| Danske Bank A/S | 0.00% | Reduce -94.7% | 700 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +190.4% | 604 | $55K |
| Optiver Holding B.V. | 0.00% | Reduce -22.2% | 602 | $55K |
| Sterling Capital Management LLC | 0.00% | Add +169.6% | 558 | $51K |
| Sellwood Investment Partners LLC | 0.02% | No change | 550 | $50K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $48K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -30.4% | 493 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 454 | $42K |
| Essential Partners LLC | 0.01% | Add +1.4% | 443 | $41K |
| Torren Management, LLC | 0.02% | — | 442 | $40K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +2476.5% | 438 | $40K |
| WPG Advisers, LLC | 0.02% | Add +3.2% | 356 | $33K |
| Versant Capital Management, Inc | 0.00% | Reduce -6.2% | 335 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Add +30.4% | 330 | $30K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +21.3% | 319 | $29K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 301 | $28K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 295 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 290 | $27K |
| SageView Advisory Group, LLC | 0.00% | New | 271 | $25K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $24K |
| Larson Financial Group LLC | 0.00% | Reduce -58.3% | 262 | $24K |
| First Horizon Corp. | 0.00% | Add +24.3% | 251 | $23K |
| Root Financial Partners, LLC | 0.00% | Add +7.4% | 248 | $23K |
| MAI Capital Management | 0.00% | Reduce -30.6% | 227 | $21K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.8% | 213 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -47.6% | 220 | $20K |
| True Wealth Design, LLC | 0.01% | Reduce -35.3% | 211 | $19K |
| Geneos Wealth Management Inc. | 0.00% | New | 205 | $19K |
| Private Trust Co. NA | 0.00% | Add +80.0% | 198 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 195 | $18K |
| Red Tortoise LLC | 0.01% | No change | 190 | $17K |
| Asset Dedication, LLC | 0.00% | No change | 171 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 163 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.7% | 154 | $14K |
| Covestor Ltd | 0.01% | Reduce -44.5% | 156 | $14K |
| Leonteq Securities AG | 0.00% | New | 147 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -97.2% | 140 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 138 | $13K |
| Rothschild Investment LLC | 0.00% | Add +12.8% | 132 | $12K |
| City Holding Co. | 0.00% | New | 125 | $11K |
| Vision Financial Markets LLC | 0.01% | Reduce -30.3% | 115 | $11K |
| Elyxium Wealth, LLC | 0.00% | New | 103 | $9K |
| Park Place Capital Corp | 0.00% | No change | 102 | $9K |
| Quarry LP | 0.00% | Reduce -84.5% | 98 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +1062.5% | 93 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +95.7% | 92 | $8K |
| Chesapeake Asset Management LLC | 0.01% | New | 78 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 74 | $7K |
| CENTRAL TRUST Co | 0.00% | Add +10.5% | 63 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +37.8% | 62 | $6K |
| Cornerstone Financial Management LLC | 0.00% | — | 57 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 55 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 52 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -93.5% | 50 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 47 | $4K |
| Rossby Financial, LCC | 0.00% | New | 46 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 46 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -2.2% | 45 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 41 | $4K |
| Meeder Asset Management Inc. | 0.00% | Add +5.9% | 36 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -46.1% | 35 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 31 | $3K |
| Bayban | 0.00% | — | 29 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 23 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +15.8% | 22 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +425.0% | 21 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 20 | $2K |
| Piscataqua Savings Bank | 0.00% | New | 19 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 18 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Sachetta, LLC | 0.00% | No change | 12 | $1K |
| Chilton Capital Management LLC | 0.00% | New | 12 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 11 | $1K |
| Abound Wealth Management | 0.00% | No change | 10 | $917 |
| Rakuten Securities, Inc. | 0.00% | Reduce -60.0% | 8 | $733 |
| SouthState Bank Corp | 0.00% | No change | 7 | $642 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 7 | $641 |
| Marquette Asset Management, LLC | 0.00% | New | 5 | $459 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $459 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $458 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $275 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $275 |
| International Assets Investment Management, LLC | 0.00% | New | 3 | $275 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $184 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2 | $184 |
| Harbour Investments, Inc. | 0.00% | New | 2 | $183 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $183 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $183 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $183 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $165 |
| Evolution Wealth Management Inc. | 0.00% | No change | 1 | $92 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $92 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $92 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 1 | $92 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.