HealthequityHQY
13F holders, Q1 2026 (March 31)487holders −25
71new positions
95sold out
5famous investors
$83.51avg. 13F price*
At the end of Q1 2026, 487 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, down 25 from Q4 2025. 71 opened new positions and 95 sold out. The largest holders were BlackRock, Inc. ($880.2M), Wasatch Advisors LP ($601.9M) and Vanguard Portfolio Management LLC ($348.0M). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $151.5M |
| Exits | 95 | $152.4M |
All 13F filers, Q4 2025 → Q1 2026: 7,910,272 shares bought and 10,026,228 shares sold, net −2,115,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 487 holders
| BlackRock, Inc. | 0.02% | Reduce -6.1% | 10,532,394 | $880.2M |
| Wasatch Advisors LP | 4.00% | Add +9.3% | 7,202,934 | $601.9M |
| Vanguard Portfolio Management LLC | 0.02% | — | 4,163,593 | $348.0M |
| Vanguard Capital Management LLC | 0.01% | — | 3,823,804 | $319.6M |
| State Street Corp. | 0.01% | Add +0.3% | 3,099,897 | $259.1M |
| Morgan Stanley | 0.01% | Add +67.3% | 2,485,913 | $207.7M |
| Geode Capital Management, LLC | 0.01% | Add +2.6% | 2,259,646 | $188.9M |
| AQR Capital Management | 0.08% | Add +18.7% | 2,092,223 | $172.6M |
| William Blair Investment Management, LLC | 0.46% | Reduce -10.5% | 1,659,616 | $138.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.9% | 1,627,039 | $136.0M |
| Brown Advisory Inc. | 0.19% | Reduce -6.8% | 1,412,784 | $118.1M |
| Clearbridge Investments, LLC | 0.10% | Reduce -3.6% | 1,309,972 | $109.5M |
| Mackenzie Financial Corp. | 0.13% | Add +9.4% | 1,281,657 | $107.1M |
| Greenhouse Funds LLLP | 4.98% | Add +16.5% | 1,257,854 | $105.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 1,175,339 | $98.2M |
| Geneva Capital Management LLC | 2.08% | Add +5.0% | 1,174,070 | $98.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.6% | 1,183,411 | $96.4M |
| FMR LLC | 0.01% | Reduce -44.7% | 1,134,933 | $94.8M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 1,036,174 | $86.6M |
| DAVENPORT & Co LLC | 0.47% | Add +157.4% | 1,015,434 | $84.9M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -2.2% | 931,906 | $77.9M |
| Atalan Capital Partners, LP | 6.81% | Reduce -3.4% | 883,670 | $73.8M |
| Bank of America Corp. | 0.01% | Add +43.5% | 862,008 | $72.0M |
| Janus Henderson Group PLC | 0.03% | Add +3.7% | 850,411 | $71.1M |
| Balyasny Asset Management L.P. | 0.14% | Add +196.5% | 835,072 | $69.8M |
| Cadian Capital Management, LP | 8.47% | Add +46.9% | 832,700 | $69.6M |
| Millennium Management | 0.05% | Reduce -15.0% | 808,867 | $67.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -39.0% | 803,427 | $67.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.3% | 800,818 | $66.9M |
| UBS Group AG | 0.01% | Add +27.4% | 786,667 | $65.7M |
| Baron Capital (BAMCO) | 0.19% | Reduce -0.8% | 750,025 | $62.7M |
| American Century Companies Inc. | 0.03% | Reduce -0.6% | 742,849 | $62.1M |
| Westfield Capital Management Co. LP | 0.25% | Reduce -63.5% | 712,848 | $59.6M |
| Swedbank AB | 0.06% | Add +61.5% | 706,300 | $59.0M |
| Stephens Investment Management Group LLC | 0.78% | Reduce -5.7% | 684,619 | $57.2M |
| Nuveen, LLC | 0.02% | Add +0.9% | 680,462 | $56.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.2% | 638,034 | $53.3M |
| Park West Asset Management LLC | 4.60% | New | 623,156 | $52.1M |
| Sei Investments Co. | 0.05% | Reduce -9.9% | 602,721 | $50.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 599,254 | $50.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 594,435 | $49.7M |
| Nomura Asset Management International Inc. | 0.08% | Reduce -6.7% | 592,014 | $49.5M |
| Wellington Management Group LLP | 0.01% | Reduce -35.2% | 497,520 | $41.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -16.3% | 485,444 | $40.6M |
| GW&K Investment Management, LLC | 0.34% | Add +0.3% | 464,315 | $38.8M |
| Invesco Ltd. | 0.00% | Reduce -48.1% | 452,743 | $37.8M |
| Man Group plc | 0.07% | Add +53.1% | 423,282 | $35.4M |
| Aristotle Capital Boston, LLC | 2.06% | Reduce -8.3% | 397,229 | $33.2M |
| Bessemer Group Inc. | 0.05% | Add +4.0% | 388,422 | $32.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.4% | 380,494 | $31.6M |
| Lazard Asset Management LLC | 0.05% | Reduce -2.8% | 341,399 | $28.5M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 341,388 | $28.5M |
| CIBC Bancorp USA Inc. | 0.04% | — | 322,228 | $26.9M |
| Principal Financial Group Inc. | 0.01% | Add +9.6% | 304,049 | $25.4M |
| Royal Bank of Canada | 0.00% | Reduce -11.7% | 299,007 | $25.0M |
| Premier Fund Managers Ltd | 1.66% | Reduce -6.9% | 287,847 | $23.5M |
| Ranger Investment Management, L.P. | 1.64% | Reduce -0.8% | 271,223 | $22.7M |
| Artisan Partners Limited Partnership | 0.04% | Reduce -50.0% | 270,942 | $22.6M |
| Citadel Advisors | 0.02% | Add +24.9% | 268,832 | $22.5M |
| Ashford Capital Management Inc. | 2.75% | Reduce -1.9% | 266,481 | $22.3M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -63.5% | 266,615 | $22.2M |
| Citigroup Inc. | 0.01% | Add +217.9% | 253,336 | $21.2M |
| 12th Street Asset Management Company, LLC | 3.44% | Reduce -3.0% | 251,361 | $21.0M |
| Rhumbline Advisers | 0.02% | Add +0.4% | 248,915 | $20.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.8% | 222,217 | $20.4M |
| Retirement Systems of Alabama | 0.06% | Add +0.6% | 213,645 | $17.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.5% | 194,861 | $16.3M |
| Jane Street Group, LLC | 0.02% | Add +144.8% | 192,993 | $16.1M |
| Frontier Capital Management Co. LLC | 0.17% | Add +50.7% | 192,400 | $16.1M |
| WCM Investment Management, LLC | 0.04% | Reduce -17.4% | 193,371 | $15.8M |
| Trexquant Investment LP | 0.11% | Reduce -5.7% | 186,537 | $15.6M |
| Glenmede Trust Co. NA | 0.07% | Reduce -9.6% | 179,823 | $15.0M |
| Squarepoint Ops LLC | 0.03% | New | 179,353 | $15.0M |
| Oppenheimer Asset Management Inc. | 0.17% | Add +7.5% | 173,854 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -0.5% | 169,200 | $14.1M |
| Segall Bryant & Hamill, LLC | 0.20% | Reduce -4.9% | 169,049 | $14.1M |
| Oberweis Asset Management Inc./ | 0.41% | Add +17.7% | 166,641 | $13.9M |
| Summit Creek Advisors LLC | 2.77% | Reduce -12.8% | 161,123 | $13.5M |
| Axiom Investors LLC | 0.14% | Reduce -8.7% | 153,644 | $12.8M |
| California Public Employees Retirement System | 0.01% | Add +0.5% | 153,570 | $12.8M |
| ArrowMark Colorado Holdings LLC | 0.32% | Reduce -14.1% | 145,827 | $12.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +39.1% | 141,900 | $11.9M |
| Wells Fargo & Company | 0.00% | Reduce -35.1% | 140,107 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.9% | 138,868 | $11.6M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -13.3% | 134,377 | $11.2M |
| DF Dent & Co. Inc. | 0.21% | Reduce -4.6% | 133,782 | $11.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -18.5% | 131,738 | $11.0M |
| Private Advisory Group LLC | 0.74% | Add +25.4% | 127,156 | $10.6M |
| Peregrine Capital Management LLC | 0.39% | Add +16.1% | 126,231 | $10.5M |
| GDS Wealth Management | 0.63% | Add +14.1% | 125,608 | $10.5M |
| Granahan Investment Management, LLC | 0.49% | Add +34.1% | 122,099 | $10.2M |
| Deutsche Bank AG | 0.00% | Add +7.2% | 120,368 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -16.5% | 120,073 | $10.0M |
| Legal & General Group Plc | 0.00% | Reduce -13.1% | 117,659 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -40.3% | 106,821 | $8.9M |
| Portolan Capital Management, LLC | 0.45% | New | 101,646 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -14.1% | 101,512 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +23.7% | 100,604 | $8.4M |
| Motley Fool Asset Management LLC | 0.35% | Reduce -2.9% | 98,540 | $8.2M |
| Renaissance Group LLC | 0.34% | Add +23.7% | 98,314 | $8.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 97,000 | $8.1M |
| Voya Investment Management LLC | 0.01% | Reduce -11.1% | 96,138 | $8.0M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -3.4% | 94,770 | $7.9M |
| King Luther Capital Management Corp. | 0.03% | Reduce -4.1% | 91,811 | $7.7M |
| Diversify Wealth Management, LLC | 0.13% | Add +0.1% | 90,553 | $7.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.4% | 86,473 | $7.2M |
| B. Metzler seel. Sohn & Co. AG | 0.07% | Reduce -17.7% | 85,690 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Add +6.5% | 83,898 | $7.0M |
| Tectonic Advisors LLC | 0.37% | Add +6.8% | 82,831 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.8% | 81,166 | $6.8M |
| Mirova | 0.27% | New | 80,608 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Add +23.4% | 77,914 | $6.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 77,477 | $6.5M |
| GM Advisory Group, LLC | 0.24% | Add +0.0% | 75,402 | $6.3M |
| Kornitzer Capital Management Inc. | 0.14% | No change | 75,326 | $6.3M |
| Cornerstone Advisors, LLC | 0.22% | New | 72,024 | $6.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -21.0% | 70,612 | $5.9M |
| Mariner, LLC | 0.01% | Add +39.2% | 69,068 | $5.8M |
| Amundi | 0.00% | Add +2130.8% | 67,592 | $5.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -4.5% | 66,807 | $5.6M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +21.2% | 65,890 | $5.5M |
| Creative Planning | 0.00% | Add +9.1% | 65,089 | $5.4M |
| Inspirion Wealth Advisors, LLC | 0.68% | No change | 65,000 | $5.4M |
| Motley Fool Wealth Management, LLC | 0.61% | Reduce -25.7% | 64,752 | $5.4M |
| Thompson Investment Management, Inc. | 0.69% | New | 63,981 | $5.3M |
| Elk River Wealth Management LLC | 0.87% | Reduce -2.3% | 62,610 | $5.2M |
| Waverly Advisors, LLC | 0.04% | Reduce -2.7% | 61,055 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +35.8% | 60,718 | $5.1M |
| Madison Asset Management, LLC | 0.06% | Reduce -0.9% | 60,405 | $5.0M |
| Beacon Investment Advisory Services, Inc. | 0.20% | New | 57,666 | $4.8M |
| Public Sector Pension Investment Board | 0.01% | New | 57,319 | $4.8M |
| Nordea Investment Management AB | 0.00% | Reduce -4.7% | 57,429 | $4.7M |
| 1492 Capital Management LLC | 1.78% | Reduce -0.3% | 55,772 | $4.7M |
| ExodusPoint Capital Management, LP | 0.05% | New | 54,855 | $4.6M |
| Hilton Capital Management, LLC | 0.33% | Add +58.2% | 52,919 | $4.4M |
| Capital Fund Management S.A. | 0.04% | New | 52,310 | $4.4M |
| Eversept Partners, LP | 0.28% | Reduce -72.2% | 51,614 | $4.3M |
| Montanaro Asset Management Ltd | 1.27% | Add +36.6% | 50,800 | $4.2M |
| Future Fund LLC | 1.49% | Add +14.1% | 50,580 | $4.2M |
| Barclays PLC | 0.00% | Reduce -72.9% | 50,122 | $4.2M |
| Intech Investment Management LLC | 0.04% | Add +6.5% | 49,912 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -45.2% | 48,835 | $4.1M |
| Castleark Management LLC | 0.13% | New | 48,510 | $4.1M |
| Beacon Investment Advisors LLC | 1.53% | Add +53.5% | 48,391 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.6% | 47,821 | $4.0M |
| Physician Wealth Advisors, Inc. | 0.55% | Add +0.0% | 47,049 | $3.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -2.3% | 46,730 | $3.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +22.4% | 45,171 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +230.4% | 44,162 | $3.7M |
| Prudential Financial Inc. | 0.00% | Add +10.8% | 42,075 | $3.5M |
| EFG International AG | 0.08% | Reduce -5.0% | 41,805 | $3.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.0% | 40,578 | $3.4M |
| Homestead Advisers Corp | 0.09% | Add +22.6% | 40,200 | $3.4M |
| Covea Finance | 0.11% | No change | 39,200 | $3.3M |
| Tidal Investments LLC | 0.01% | Add +53.3% | 38,247 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +24.3% | 38,086 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.9% | 37,975 | $3.2M |
| Oxbow Advisors, LLC | 0.27% | New | 37,653 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -1.8% | 37,603 | $3.1M |
| Amalgamated Bank | 0.02% | Add +1.9% | 36,933 | $3.1M |
| Advisory Research Inc. | 0.38% | Add +74.7% | 36,809 | $3.1M |
| Grandeur Peak Global Advisors, LLC | 0.71% | Reduce -41.0% | 36,445 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +24.0% | 36,168 | $3.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 34,876 | $2.9M |
| Formula Growth Ltd. | 1.30% | Reduce -12.3% | 34,552 | $2.9M |
| STRS Ohio | 0.01% | Reduce -48.5% | 33,200 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +25.4% | 32,977 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.4% | 32,269 | $2.7M |
| Aureus Asset Management, LLC | 0.18% | Reduce -85.6% | 31,670 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -93.0% | 31,536 | $2.6M |
| Moody Aldrich Partners LLC | 0.46% | Reduce -36.4% | 30,504 | $2.5M |
| Captrust Financial Advisors | 0.00% | Add +10.9% | 30,287 | $2.5M |
| Handelsbanken Fonder AB | 0.01% | Add +22.8% | 30,216 | $2.5M |
| One Capital Management, LLC | 0.07% | Add +26.3% | 29,923 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -2.0% | 29,604 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +107.3% | 29,359 | $2.5M |
| Maridea Wealth Management LLC | 0.36% | Add +40.1% | 29,272 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +14.1% | 29,221 | $2.4M |
| PEAK6 LLC | 0.07% | Add +473.5% | 28,909 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +10.8% | 28,800 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 28,634 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.3% | 28,511 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +13.1% | 28,455 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +373.6% | 28,181 | $2.4M |
| Chesley Taft & Associates LLC | 0.10% | Add +5.3% | 27,800 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -27.9% | 27,569 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.4% | 27,427 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +1050.4% | 27,425 | $2.3M |
| Allstate Corp. | 0.02% | New | 27,372 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -10.9% | 26,881 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 26,251 | $2.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.6% | 25,725 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -32.1% | 25,476 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +2370.6% | 25,200 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Add +4.2% | 24,800 | $2.1M |
| Dark Forest Capital Management LP | 0.18% | New | 23,896 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 23,642 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.8% | 23,467 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.1% | 22,773 | $1.9M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -2.2% | 22,367 | $1.9M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 21,864 | $1.8M |
| CWA Asset Management Group, LLC | 0.06% | New | 21,565 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.7% | 21,406 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +72.1% | 20,951 | $1.8M |
| State of Michigan Retirement System | 0.01% | Add +1.0% | 20,522 | $1.7M |
| Choreo, LLC | 0.02% | Add +0.7% | 20,286 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +366.1% | 20,437 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.1% | 19,249 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.7% | 19,140 | $1.6M |
| OP Asset Management Ltd | 0.02% | Reduce -23.2% | 19,105 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,063 | $1.6M |
| Gradient Investments LLC | 0.02% | Reduce -2.3% | 18,771 | $1.6M |
| US Bancorp \de | 0.00% | Add +2.4% | 17,773 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.3% | 17,576 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Add +31.1% | 17,354 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 17,300 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.3% | 17,146 | $1.4M |
| Gotham Asset Management | 0.00% | Add +219.2% | 16,872 | $1.4M |
| First American Bank | 0.08% | Reduce -23.4% | 16,042 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +24.3% | 15,774 | $1.3M |
| ProShare Advisors LLC | 0.00% | Reduce -17.9% | 15,649 | $1.3M |
| Expect Equity LLC | 1.01% | New | 15,540 | $1.3M |
| Milestone Asset Management, LLC | 0.23% | Add +26.8% | 14,929 | $1.2M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.09% | No change | 14,784 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +31.4% | 14,523 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | New | 14,395 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +22.9% | 14,240 | $1.2M |
| Bank of Montreal | 0.00% | Add +18.9% | 14,208 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +16.0% | 14,146 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Add +0.5% | 14,036 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +0.8% | 13,528 | $1.1M |
| Main Management ETF Advisors, LLC | 0.04% | New | 13,451 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +8.9% | 13,440 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -21.5% | 13,284 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.9% | 13,126 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +6.5% | 13,027 | $1.1M |
| Shay Capital LLC | 0.15% | New | 13,000 | $1.1M |
| Cwm, LLC | 0.00% | Add +75.4% | 12,988 | $1.1M |
| Overbrook Management Corp | 0.20% | Reduce -68.7% | 12,676 | $1.1M |
| Jump Financial, LLC | 0.02% | New | 12,500 | $1.0M |
| Xponance LLC | 0.01% | Add +14.9% | 12,161 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +108.0% | 18,744 | $1.0M |
| Three Seasons Wealth, LLC | 0.38% | Add +116.7% | 11,966 | $1000K |
| Amica Mutual Insurance Co. | 0.08% | No change | 11,805 | $987K |
| FJ Capital Management LLC | 0.11% | Reduce -17.3% | 11,210 | $937K |
| Zions Bancorporation, National Association | 0.06% | Reduce -36.9% | 10,974 | $917K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +7.2% | 10,948 | $915K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -5.9% | 10,868 | $908K |
| Coyle Financial Counsel LLC | 0.19% | Reduce -16.2% | 10,726 | $896K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +72.6% | 10,700 | $894K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -27.7% | 10,673 | $892K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -1.0% | 10,507 | $878K |
| State of Wyoming | 0.10% | New | 10,367 | $866K |
| Freestone Grove Partners LP | 0.01% | New | 9,683 | $809K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.2% | 9,595 | $802K |
| Pinebridge Investments LLC | 0.01% | New | 9,466 | $791K |
| Osaic Holdings, Inc. | 0.00% | Reduce -62.3% | 9,459 | $790K |
| Suncoast Equity Management | 0.09% | Reduce -19.5% | 9,250 | $773K |
| Alps Advisors Inc. | 0.00% | Add +5.2% | 9,165 | $766K |
| Mercer Global Advisors Inc. | 0.00% | Add +55.3% | 9,056 | $757K |
| Mangrove Partners Im, LLC | 0.06% | New | 8,798 | $735K |
| Prospera Financial Services Inc | 0.01% | New | 8,762 | $732K |
| HC Advisors, LLC | 0.49% | Reduce -2.1% | 8,690 | $726K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 8,616 | $720K |
| CSS LLC | 0.11% | Add +86.8% | 8,610 | $720K |
| Sheets Smith Wealth Management | 0.08% | No change | 8,525 | $712K |
| Stansberry Asset Management, LLC | 0.07% | Reduce -6.4% | 8,376 | $700K |
| Federated Hermes, Inc. | 0.00% | Add +20.5% | 8,352 | $698K |
| Radnor Capital Management, LLC | 0.10% | Reduce -38.3% | 8,866 | $698K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.3% | 8,336 | $696K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +37.4% | 8,304 | $694K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,231 | $688K |
| Graham Capital Management, L.P. | 0.03% | Reduce -44.8% | 8,032 | $671K |
| Inspire Investing, LLC | 0.04% | Add +118.7% | 7,922 | $662K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -12.8% | 7,846 | $656K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.2% | 7,844 | $656K |
| Peterson Wealth Services | 0.16% | Add +7.0% | 7,723 | $645K |
| Numerai GP LLC | 0.06% | New | 7,658 | $640K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.5% | 7,568 | $632K |
| &partners | 0.00% | Reduce -22.4% | 7,359 | $615K |
| Steadtrust LLC | 0.33% | Add +128.7% | 7,020 | $587K |
| Entropy Technologies, LP | 0.03% | Reduce -19.6% | 6,911 | $578K |
| BTC Capital Management, Inc. | 0.04% | Add +35.0% | 6,907 | $577K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +1.9% | 6,783 | $574K |
| Ieq Capital, LLC | 0.00% | New | 6,790 | $567K |
| Nicolet Bankshares Inc. | 0.02% | New | 6,700 | $559K |
| Fulton Bank, N.A. | 0.02% | Add +27.0% | 6,526 | $545K |
| Stephens Inc. | 0.01% | Reduce -15.2% | 6,361 | $532K |
| XTX Topco Ltd | 0.01% | Add +101.1% | 6,354 | $531K |
| Washington Capital Management, Inc. | 0.45% | New | 6,350 | $531K |
| Sanctuary Advisors, LLC | 0.00% | Add +27.2% | 6,325 | $529K |
| Securian Asset Management, Inc. | 0.02% | No change | 6,266 | $524K |
| Havemeyer Place LP | 0.06% | New | 6,189 | $517K |
| Swiss Life Asset Management Ltd | 0.00% | Add +54.6% | 6,170 | $516K |
| Diametric Capital, LP | 0.13% | New | 6,088 | $509K |
| Level Four Advisory Services, LLC | 0.02% | Add +13.6% | 5,914 | $494K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.6% | 5,902 | $493K |
| Brevan Howard Capital Management LP | 0.01% | Add +23.6% | 5,881 | $491K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,836 | $488K |
| Abel Hall, LLC | 0.10% | New | 5,694 | $476K |
| Bridgefront Capital, LLC | 0.12% | New | 5,539 | $463K |
| Focus Partners Wealth | 0.00% | Add +61.6% | 5,509 | $460K |
| Iron Gate Global Advisors LLC | 0.05% | Reduce -22.1% | 5,413 | $452K |
| Keebeck Wealth Management | 0.05% | Add +13.2% | 5,373 | $449K |
| Acadian Asset Management LLC | 0.00% | Reduce -38.8% | 5,375 | $449K |
| Neuberger Berman Group LLC | 0.00% | Add +35.7% | 5,354 | $447K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.9% | 5,200 | $435K |
| Fieldview Capital Management, LLC | 0.12% | Reduce -21.5% | 5,094 | $426K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.6% | 5,056 | $423K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.0% | 5,055 | $422K |
| Hodges Capital Management Inc. | 0.03% | Reduce -50.0% | 5,000 | $418K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 5,000 | $418K |
| Narus Financial Partners, LLC | 0.11% | Add +1.1% | 4,998 | $418K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -18.9% | 4,859 | $400K |
| Commerce Bank | 0.00% | Reduce -6.7% | 4,553 | $380K |
| Citizens Financial Group Inc. | 0.01% | New | 4,471 | $374K |
| Brooklyn Investment Group | 0.01% | Add +17.0% | 4,435 | $371K |
| Summitry LLC | 0.01% | Add +10.3% | 4,371 | $365K |
| Mattson Financial Services, LLC | 0.08% | Add +15.4% | 4,247 | $355K |
| Curated Wealth Partners LLC | 0.04% | Add +25.9% | 4,113 | $344K |
| Keating Financial Advisory Services, Inc. | 0.05% | Reduce -81.0% | 3,872 | $324K |
| Cim Investment Management Inc. | 0.09% | No change | 3,816 | $319K |
| Evergreen Capital Management LLC | 0.01% | New | 3,795 | $317K |
| DNB Asset Management AS | 0.00% | New | 3,720 | $311K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.0% | 3,687 | $308K |
| Fiduciary Trust Co | 0.00% | Add +0.7% | 3,684 | $308K |
| Profund Advisors LLC | 0.01% | Add +1.7% | 3,642 | $304K |
| City Center Advisors, LLC | 0.27% | Add +5.4% | 3,502 | $293K |
| Greenleaf Trust | 0.00% | Add +54.6% | 3,494 | $292K |
| Avanza Fonder AB | 0.01% | Add +12.7% | 3,469 | $290K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -47.5% | 3,446 | $288K |
| Hantz Financial Services, Inc. | 0.00% | Add +48.3% | 3,419 | $286K |
| Vestcor Inc | 0.01% | Reduce -56.2% | 3,377 | $282K |
| Equitable Holdings, Inc. | 0.00% | New | 3,077 | $282K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.7% | 3,354 | $280K |
| Ritholtz Wealth Management | 0.00% | Add +30.4% | 3,170 | $265K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -60.0% | 3,140 | $262K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.8% | 3,101 | $259K |
| MeadowBrook Investment Advisors LLC | 0.23% | Reduce -1.0% | 3,035 | $254K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,896 | $242K |
| Shelton Capital Management | 0.01% | No change | 2,885 | $241K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -16.8% | 2,880 | $241K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +4.2% | 2,872 | $240K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.6% | 2,839 | $237K |
| Engineers Gate Manager LP | 0.00% | Reduce -98.5% | 2,835 | $237K |
| Praxis Investment Management Inc. | 0.01% | Add +15.7% | 2,811 | $235K |
| Farallon Capital Management, L.L.C. | 0.00% | Reduce -44.0% | 2,800 | $234K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -88.7% | 2,781 | $232K |
| Fox Run Management, L.L.C. | 0.04% | New | 2,839 | $231K |
| HB Wealth Management, LLC | 0.00% | New | 2,744 | $229K |
| MML Investors Services, LLC | 0.00% | Reduce -48.8% | 2,741 | $229K |
| Abacus Wealth Partners, LLC | 0.02% | Reduce -7.4% | 2,720 | $227K |
| 1620 Investment Advisors, Inc. | 0.15% | Reduce -0.1% | 2,706 | $226K |
| CIBC Asset Management Inc | 0.00% | No change | 2,700 | $226K |
| Holocene Advisors, LP | 0.00% | New | 2,680 | $224K |
| Sowell Financial Services LLC | 0.01% | Add +7.5% | 2,578 | $215K |
| Vident Advisory, LLC | 0.00% | New | 2,505 | $209K |
| Ethic Inc. | 0.00% | Reduce -35.9% | 2,479 | $207K |
| AE Wealth Management LLC | 0.00% | Add +2.6% | 2,459 | $206K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -1.6% | 2,416 | $202K |
| KBC Group NV | 0.00% | No change | 2,411 | $201K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -15.3% | 2,386 | $199K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -3.6% | 2,341 | $196K |
| Advisory Services Network, LLC | 0.00% | New | 1,962 | $164K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -95.1% | 1,738 | $145K |
| Aviso Financial Inc. | 0.00% | Reduce -3.5% | 1,615 | $135K |
| Rothschild Investment LLC | 0.01% | Add +1119.7% | 1,610 | $135K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.1% | 1,550 | $130K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +8.9% | 1,368 | $112K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.8% | 1,306 | $109K |
| Signaturefd, LLC | 0.00% | Add +21.4% | 1,299 | $109K |
| MAI Capital Management | 0.00% | Add +459.0% | 1,269 | $106K |
| GAMMA Investing LLC | 0.00% | Reduce -42.0% | 1,128 | $94K |
| Allworth Financial LP | 0.00% | Add +46.6% | 1,035 | $86K |
| Westpac Banking Corp. | 0.01% | New | 986 | $82K |
| UMB Bank, n.a. | 0.00% | Reduce -2.7% | 958 | $80K |
| Assetmark, Inc. | 0.00% | Reduce -37.9% | 901 | $75K |
| Huntington National Bank | 0.00% | Reduce -26.3% | 867 | $72K |
| Vega Investment Solutions | 0.02% | No change | 779 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 610 | $51K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -33.7% | 578 | $48K |
| International Assets Investment Management, LLC | 0.00% | Add +18333.3% | 553 | $46K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $46K |
| Sellwood Investment Partners LLC | 0.02% | No change | 550 | $46K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.4% | 550 | $46K |
| Kemnay Advisory Services Inc. | 0.01% | Reduce -51.5% | 497 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.2% | 464 | $39K |
| Versant Capital Management, Inc | 0.00% | Add +35.2% | 453 | $38K |
| Arax Advisory Partners | 0.00% | Add +223.6% | 453 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.4% | 422 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -45.8% | 430 | $35K |
| Optiver Holding B.V. | 0.00% | Reduce -31.9% | 410 | $34K |
| Axiom Investment Management LLC | 0.03% | — | 396 | $33K |
| Leonteq Securities AG | 0.00% | Add +159.9% | 382 | $32K |
| WPG Advisers, LLC | 0.02% | Add +6.5% | 379 | $32K |
| Essential Partners LLC | 0.01% | Reduce -17.6% | 365 | $31K |
| Acumen Wealth Advisors, LLC | 0.01% | Add +8.8% | 321 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -76.3% | 300 | $25K |
| SMA Capital LLC | 0.01% | New | 295 | $25K |
| Larson Financial Group LLC | 0.00% | Add +8.0% | 283 | $24K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -21.5% | 259 | $22K |
| True Wealth Design, LLC | 0.01% | Add +14.2% | 241 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +23300.0% | 234 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +16.9% | 228 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +45.5% | 224 | $19K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -30.7% | 221 | $18K |
| Root Financial Partners, LLC | 0.00% | Reduce -11.3% | 220 | $18K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 213 | $18K |
| iA Global Asset Management Inc. | 0.00% | Reduce -99.7% | 200 | $17K |
| Private Trust Co. NA | 0.00% | No change | 198 | $17K |
| First Horizon Corp. | 0.00% | Reduce -22.7% | 194 | $16K |
| Red Tortoise LLC | 0.01% | No change | 190 | $16K |
| Rossby Financial, LCC | 0.00% | Add +310.9% | 189 | $16K |
| Mather Group, Llc. | 0.00% | New | 180 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 171 | $14K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 138 | $12K |
| JNBA Financial Advisors | 0.00% | New | 135 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -99.3% | 131 | $11K |
| Signature Equity Partners, LLC | 0.01% | Reduce -20.9% | 129 | $11K |
| IFP Advisors, Inc | 0.00% | Add +152.0% | 126 | $11K |
| City Holding Co. | 0.00% | No change | 125 | $10K |
| Covestor Ltd | 0.01% | Reduce -26.9% | 114 | $10K |
| Vision Financial Markets LLC | 0.01% | No change | 115 | $10K |
| Chilton Capital Management LLC | 0.00% | Add +791.7% | 107 | $9K |
| Park Place Capital Corp | 0.00% | No change | 102 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 100 | $8K |
| Anfield Capital Management, LLC | 0.00% | New | 100 | $8K |
| CENTRAL TRUST Co | 0.00% | Add +23.8% | 78 | $7K |
| CVA Family Office, LLC | 0.00% | New | 76 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 75 | $6K |
| Richardson Capital Management LLC | 0.00% | New | 74 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 74 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 73 | $6K |
| Clearstead Advisors, LLC | 0.00% | Reduce -97.3% | 70 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.2% | 64 | $5K |
| Cornerstone Financial Management LLC | 0.00% | No change | 57 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 55 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -42.4% | 53 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +15.2% | 53 | $4K |
| Sachetta, LLC | 0.00% | Add +325.0% | 51 | $4K |
| Clearstead Trust, LLC | 0.00% | Add +336.4% | 48 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -4.3% | 45 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -54.8% | 42 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +50.0% | 33 | $3K |
| Bayban | 0.00% | No change | 29 | $2K |
| Quarry LP | 0.00% | Reduce -75.5% | 24 | $2K |
| Marquette Asset Management, LLC | 0.00% | Add +380.0% | 24 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 23 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -48.9% | 23 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 22 | $2K |
| Torren Management, LLC | 0.00% | Reduce -95.3% | 21 | $2K |
| Piscataqua Savings Bank | 0.00% | No change | 19 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 18 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 18 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 15 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +85.7% | 13 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 13 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +500.0% | 12 | $1K |
| SHP Wealth Management | 0.00% | New | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.7% | 12 | $1K |
| TFC Financial Management, Inc. | 0.00% | New | 11 | $920 |
| Abound Wealth Management | 0.00% | No change | 10 | $836 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 8 | $669 |
| Financial Management Professionals, Inc. | 0.00% | Add +40.0% | 7 | $585 |
| SouthState Bank Corp | 0.00% | No change | 7 | $585 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -71.4% | 6 | $502 |
| Crewe Advisors LLC | 0.00% | New | 6 | $502 |
| Rakuten Securities, Inc. | 0.00% | Reduce -25.0% | 6 | $501 |
| HFM Investment Advisors, LLC | 0.00% | Add +33.3% | 4 | $334 |
| TD Private Client Wealth LLC | 0.00% | New | 4 | $334 |
| Investors Portfolio Services LLC | 0.00% | New | 4 | $327 |
| Quaker Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $251 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 3 | $251 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $251 |
| Atlantic Union Bankshares Corp | 0.00% | No change | 2 | $168 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2 | $168 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $167 |
| Curio Wealth, LLC | 0.00% | New | 2 | $167 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $167 |
| Evolution Wealth Management Inc. | 0.00% | No change | 1 | $84 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $84 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 1 | $84 |
| 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.