HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q3 2025 (September 30)555holders +42
94new positions
47sold out
6famous investors
$70.95avg. 13F price*
At the end of Q3 2025, 555 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 42 from Q2 2025. 94 opened new positions and 47 sold out. The largest holders were Fisher Asset Management ($1.2B), Dimensional Fund Advisors LP ($750.7M) and Morgan Stanley ($460.7M). 6 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q3 2025)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $109.0M |
| Exits | 47 | $19.3M |
All 13F filers, Q2 2025 → Q3 2025: 5,447,432 shares bought and 2,967,324 shares sold, net +2,480,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 555 holders
| Fisher Asset Management | 0.45% | Add +2.1% | 17,398,460 | $1.2B |
| Dimensional Fund Advisors LP | 0.16% | Add +1.8% | 10,575,644 | $750.7M |
| Morgan Stanley | 0.03% | Add +3.2% | 6,490,410 | $460.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +11.2% | 6,230,549 | $442.2M |
| FMR LLC | 0.01% | Add +6.9% | 3,590,655 | $254.9M |
| Northern Trust Corp. | 0.03% | Add +4.7% | 3,045,134 | $216.1M |
| Sanders Capital, LLC | 0.26% | Reduce -0.1% | 2,970,010 | $210.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 2,892,942 | $205.3M |
| Bank of America Corp. | 0.01% | Reduce -2.0% | 2,067,792 | $146.8M |
| American Century Companies Inc. | 0.05% | Add +14.7% | 1,311,820 | $93.1M |
| Contrarian Capital Management, L.L.C. | 22.67% | No change | 1,265,656 | $89.8M |
| Royal Bank of Canada | 0.01% | Reduce -6.4% | 1,172,224 | $83.2M |
| Clearbridge Investments, LLC | 0.04% | New | 815,859 | $57.9M |
| Cookson Peirce & Co. Inc. | 1.82% | Reduce -3.5% | 623,969 | $44.3M |
| First Trust Advisors LP | 0.03% | Reduce -17.1% | 571,711 | $40.6M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +14.6% | 538,238 | $38.2M |
| Renaissance Technologies | 0.05% | Reduce -24.6% | 490,922 | $34.8M |
| Crossmark Global Holdings, Inc. | 0.51% | Reduce -4.5% | 480,138 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Add +34.6% | 455,088 | $32.3M |
| Natixis Advisors, LLC | 0.04% | Add +11.8% | 431,717 | $30.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +19.9% | 420,227 | $29.8M |
| Wells Fargo & Company | 0.01% | Add +40.0% | 391,129 | $27.8M |
| Quantinno Capital Management LP | 0.07% | Add +25.1% | 362,358 | $25.7M |
| Bank of New York Mellon Corp | 0.00% | Add +21.2% | 349,242 | $24.8M |
| LPL Financial LLC | 0.01% | Add +13.4% | 340,051 | $24.1M |
| GMO | 0.07% | Add +9.7% | 335,746 | $23.8M |
| Capital Fund Management S.A. | 0.23% | Add +10.3% | 329,535 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.8% | 317,512 | $22.5M |
| Creative Planning | 0.02% | Add +0.4% | 314,384 | $22.3M |
| UBS Group AG | 0.00% | Reduce -70.5% | 301,114 | $21.4M |
| Meritage Portfolio Management | 1.42% | Add +1.3% | 299,509 | $21.3M |
| 1832 Asset Management L.P. | 0.04% | Reduce -1.8% | 298,000 | $21.2M |
| HighTower Advisors, LLC | 0.02% | Add +9.9% | 265,644 | $18.9M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 260,684 | $18.5M |
| AQR Capital Management | 0.01% | Add +61.4% | 249,240 | $17.7M |
| Abc Arbitrage SA | 1.71% | Add +43.0% | 244,169 | $17.3M |
| Bank of Montreal | 0.01% | Add +13.6% | 238,083 | $16.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -37.6% | 227,924 | $16.2M |
| QRG Capital Management, Inc. | 0.19% | Reduce -42.8% | 225,324 | $16.0M |
| Janney Capital Management LLC | 0.99% | Reduce -1.5% | 224,891 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +141.1% | 222,916 | $15.8M |
| Promethos Capital, LLC | 3.92% | Add +8.4% | 208,811 | $14.6M |
| Mariner, LLC | 0.02% | Add +1.1% | 199,379 | $14.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.5% | 197,926 | $14.0M |
| Millennium Management | 0.01% | Add +1346.1% | 185,641 | $13.2M |
| Foresight Global Investors, Inc. | 7.60% | New | 180,475 | $12.8M |
| American Assets Investment Management, LLC | 0.87% | No change | 166,918 | $11.8M |
| Pathstone Holdings, LLC | 0.04% | Add +2.4% | 162,986 | $11.6M |
| Gunderson Capital Management LLC | 4.23% | Reduce -3.7% | 161,909 | $11.5M |
| Ethic Inc. | 0.18% | Add +0.5% | 151,070 | $10.7M |
| US Bancorp \de | 0.01% | Add +37.3% | 150,996 | $10.7M |
| Ritholtz Wealth Management | 0.19% | Add +5.7% | 140,354 | $10.0M |
| Sei Investments Co. | 0.01% | Add +6.0% | 133,251 | $9.5M |
| Vanguard Personalized Indexing Management, LLC | 0.09% | Add +6.1% | 124,835 | $8.9M |
| Cwm, LLC | 0.03% | Reduce -5.0% | 122,708 | $8.7M |
| M&T Bank Corp | 0.03% | Add +0.4% | 120,239 | $8.5M |
| AMJ Financial Wealth Management | 2.04% | Add +91.0% | 118,837 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 116,368 | $8.3M |
| National Bank of Canada | 0.01% | Add +7.7% | 111,004 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 110,310 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +31.3% | 109,926 | $7.8M |
| Cerity Partners LLC | 0.01% | Add +9.4% | 108,040 | $7.7M |
| Manatuck Hill Partners, LLC | 2.59% | No change | 107,448 | $7.6M |
| Hennessy Advisors Inc. | 0.26% | Reduce -1.6% | 106,400 | $7.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -0.8% | 104,100 | $7.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -64.4% | 102,659 | $7.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -53.9% | 100,179 | $7.1M |
| Naviter Wealth, LLC | 0.72% | Add +3.1% | 86,705 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +5.1% | 84,990 | $6.0M |
| TD Waterhouse Canada Inc. | 0.04% | Add +46.8% | 82,898 | $5.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +58.3% | 77,938 | $5.5M |
| Factory Mutual Insurance Co. | 0.05% | New | 77,552 | $5.5M |
| Vident Advisory, LLC | 0.05% | Reduce -0.1% | 76,420 | $5.4M |
| Shilanski & Associates, Inc. | 1.37% | New | 72,432 | $5.1M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.39% | Reduce -27.6% | 72,000 | $5.1M |
| SIH Partners, LLLP | 0.43% | No change | 69,098 | $4.9M |
| Limestone Investment Advisors LP | 2.31% | No change | 69,037 | $4.9M |
| Compound Planning, Inc. | 0.16% | Add +13.4% | 68,535 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.9% | 66,278 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +71.0% | 63,774 | $4.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +34.1% | 62,625 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +8.2% | 61,429 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.0% | 61,104 | $4.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.17% | Add +1.0% | 60,083 | $4.3M |
| Old Port Advisors | 1.06% | Reduce -2.6% | 59,261 | $4.2M |
| Signaturefd, LLC | 0.07% | Add +0.2% | 59,233 | $4.2M |
| Callan Family Office, LLC | 0.13% | Reduce -18.5% | 56,337 | $4.0M |
| Catalyst Capital Advisors LLC | 0.08% | Reduce -3.9% | 55,550 | $3.9M |
| New York State Common Retirement Fund | 0.01% | Add +968.4% | 55,429 | $3.9M |
| Americana Partners, LLC | 0.12% | Reduce -0.1% | 54,876 | $3.9M |
| NewEdge Wealth, LLC | 0.06% | Add +114.5% | 54,855 | $3.9M |
| Caprock Group, LLC | 0.10% | — | 59,569 | $3.9M |
| Corient Private Wealth LP | 0.01% | Add +39.5% | 54,104 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +70.4% | 54,818 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.8% | 53,251 | $3.8M |
| Jackson Wealth Management, LLC | 0.36% | New | 50,188 | $3.6M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +63.4% | 49,410 | $3.5M |
| TrueMark Investments, LLC | 0.57% | Reduce -13.7% | 46,502 | $3.3M |
| Ieq Capital, LLC | 0.01% | Add +69.6% | 45,978 | $3.3M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.4% | 45,870 | $3.3M |
| Cibc World Market Inc. | 0.01% | Add +8.5% | 45,757 | $3.2M |
| Stamos Capital Partners, L.P. | 0.60% | Reduce -25.8% | 44,672 | $3.2M |
| Forum Financial Management, LP | 0.04% | No change | 44,246 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -79.8% | 43,997 | $3.1M |
| Parallax Volatility Advisers, L.P. | 0.10% | Reduce -13.2% | 43,708 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -9.4% | 42,336 | $3.0M |
| Castleark Management LLC | 0.08% | No change | 42,100 | $3.0M |
| LSV Asset Management | 0.01% | Reduce -1.6% | 41,900 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Add +12.4% | 39,911 | $2.8M |
| Brandes Investment Partners, LP | 0.02% | Add +1.2% | 39,489 | $2.8M |
| Vise Technologies, Inc. | 0.10% | Add +53.3% | 38,937 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +35.6% | 38,472 | $2.7M |
| Qtron Investments LLC | 0.34% | Add +25.5% | 38,388 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Add +4.6% | 38,350 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -18.0% | 37,746 | $2.7M |
| XTX Topco Ltd | 0.14% | Add +178.7% | 37,501 | $2.7M |
| Hantz Financial Services, Inc. | 0.04% | Add +207.3% | 36,891 | $2.6M |
| Raelipskie Partnership | 1.12% | No change | 36,784 | $2.6M |
| CIBC Asset Management Inc | 0.01% | Add +47.1% | 36,756 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Add +78.5% | 36,305 | $2.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +50.4% | 35,261 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -3.5% | 34,839 | $2.5M |
| Earnest Partners LLC | 0.01% | Reduce -1.2% | 34,384 | $2.4M |
| Rhumbline Advisers | 0.00% | Reduce -2.8% | 33,952 | $2.4M |
| Arkadios Wealth Advisors | 0.06% | Reduce -4.1% | 33,632 | $2.4M |
| Scotia Capital Inc. | 0.01% | Add +3.9% | 33,117 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -3.8% | 32,722 | $2.3M |
| Mgo One Seven LLC | 0.05% | Add +3.6% | 29,703 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +23.1% | 29,333 | $2.1M |
| Regions Financial Corp. | 0.01% | Reduce -0.1% | 28,835 | $2.0M |
| Pekin Hardy Strauss, Inc. | 0.20% | Add +7.0% | 28,368 | $2.0M |
| Syon Capital LLC | 0.11% | Add +1.1% | 28,185 | $2.0M |
| &partners | 0.01% | Add +14.7% | 28,097 | $2.0M |
| Acadian Asset Management LLC | 0.00% | No change | 27,902 | $2.0M |
| Quadrant Capital Group LLC | 0.06% | Reduce -71.2% | 27,767 | $2.0M |
| Glenmede Investment Management, LP | 0.01% | Add +5.5% | 27,762 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +8.6% | 27,383 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +85.2% | 27,175 | $1.9M |
| Arax Advisory Partners | 0.03% | Add +3642.3% | 26,907 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -1.4% | 26,828 | $1.9M |
| Wedbush Securities Inc. | 0.06% | Add +101.3% | 26,822 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -13.8% | 26,750 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Reduce -28.3% | 26,710 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +1.5% | 26,583 | $1.9M |
| Ativo Capital Management LLC | 1.58% | Reduce -2.3% | 26,438 | $1.9M |
| Checchi Capital Advisers, LLC | 0.13% | Add +0.8% | 26,410 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +8.9% | 25,664 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.5% | 25,561 | $1.8M |
| Farringdon Capital, Ltd. | 0.46% | Add +262.3% | 25,492 | $1.8M |
| Aaron Wealth Advisors LLC | 0.11% | Reduce -0.9% | 25,447 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Add +6.6% | 25,369 | $1.8M |
| Orleans Capital Management Corp. | 1.16% | Reduce -23.5% | 25,313 | $1.8M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -22.2% | 24,472 | $1.7M |
| Foresight Capital Management Advisors, Inc. | 0.97% | Reduce -8.3% | 24,308 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -53.3% | 24,290 | $1.7M |
| Ballentine Partners, LLC | 0.02% | Reduce -9.6% | 23,948 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.4% | 23,490 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -1.0% | 23,444 | $1.7M |
| Mitchell & Pahl Private Wealth, LLC | 0.69% | Reduce -0.3% | 23,336 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -0.8% | 23,300 | $1.7M |
| Evergreen Capital Management LLC | 0.04% | Reduce -2.6% | 23,218 | $1.6M |
| West Family Investments, Inc. | 0.37% | Add +0.9% | 23,057 | $1.6M |
| Virtu Financial LLC | 0.09% | Add +5.4% | 23,004 | $1.6M |
| Systematic Alpha Investments, LLC | 0.05% | No change | 23,000 | $1.6M |
| Gabelli Funds LLC | 0.01% | No change | 22,700 | $1.6M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -2.3% | 22,263 | $1.6M |
| Ted Buchan & Co | 0.62% | Add +4.0% | 22,161 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -11.1% | 22,090 | $1.6M |
| Brooklyn Investment Group | 0.21% | Reduce -1.7% | 25,779 | $1.6M |
| Dynasty Wealth Management, LLC | 0.02% | New | 22,025 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.0% | 22,115 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +9.9% | 21,930 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +31.9% | 21,437 | $1.5M |
| Kathmere Capital Management, LLC | 0.11% | Add +18.4% | 20,878 | $1.5M |
| Smartleaf Asset Management LLC | 0.09% | Add +15.4% | 20,740 | $1.5M |
| Mork Capital Management, LLC | 0.99% | No change | 20,300 | $1.4M |
| RBF Capital, LLC | 0.07% | No change | 20,000 | $1.4M |
| D.A. Davidson & Co. | 0.01% | No change | 19,354 | $1.4M |
| Pzena Investment Management LLC | 0.00% | Add +2.6% | 19,348 | $1.4M |
| Advisors Preferred, LLC | 0.20% | New | 19,231 | $1.4M |
| Jain Global LLC | 0.02% | New | 19,321 | $1.4M |
| Gradient Investments LLC | 0.02% | Add +56.7% | 19,313 | $1.4M |
| SBI Securities Co., Ltd. | 0.03% | Add +2.6% | 19,062 | $1.4M |
| Legacy Financial Advisors, Inc. | 0.18% | New | 18,757 | $1.3M |
| Aprio Wealth Management, LLC | 0.13% | Add +5.7% | 18,596 | $1.3M |
| Ellevest, Inc. | 0.18% | Add +5.5% | 18,088 | $1.3M |
| Founders Financial Securities LLC | 0.09% | Add +8.4% | 18,002 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +204.2% | 17,961 | $1.3M |
| Greenleaf Trust | 0.01% | No change | 17,915 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 17,871 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 17,817 | $1.3M |
| Horizon Investments, LLC | 0.02% | Add +8.5% | 17,929 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +44.7% | 17,297 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +88.8% | 17,221 | $1.2M |
| Ignite Planners, LLC | 0.19% | Reduce -4.1% | 16,414 | $1.2M |
| Profund Advisors LLC | 0.04% | Reduce -19.7% | 16,339 | $1.2M |
| PDS Planning, Inc | 0.08% | Reduce -1.9% | 16,227 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 16,160 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +0.3% | 15,947 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.25% | No change | 15,736 | $1.1M |
| Soltis Investment Advisors LLC | 0.08% | Add +1.5% | 15,696 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +2.7% | 15,469 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +39.8% | 15,101 | $1.1M |
| Barclays PLC | 0.00% | Reduce -73.8% | 15,085 | $1.1M |
| State Street Corp. | 0.00% | No change | 14,767 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +8.9% | 14,690 | $1.0M |
| Rational Advisors, Inc. | 0.11% | Reduce -6.6% | 14,685 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.3% | 14,473 | $1.0M |
| Centiva Capital, LP | 0.10% | New | 14,412 | $1.0M |
| Barometer Capital Management Inc. | 0.23% | Add +52.7% | 14,480 | $1.0M |
| HighPoint Advisor Group LLC | 0.05% | Add +2.9% | 14,336 | $1.0M |
| Versant Capital Management, Inc | 0.13% | Reduce -1.4% | 13,806 | $980K |
| Cherokee Insurance Co | 0.41% | No change | 13,545 | $961K |
| Parallel Advisors, LLC | 0.02% | Reduce -1.3% | 13,527 | $960K |
| Engineers Gate Manager LP | 0.01% | Reduce -21.5% | 13,465 | $956K |
| Everstar Asset Management, LLC | 0.54% | Add +21.3% | 13,330 | $946K |
| Private Advisor Group, LLC | 0.00% | Reduce -13.1% | 13,270 | $942K |
| Henshaw Capital LLC | 0.03% | Reduce -32.8% | 12,880 | $914K |
| Sage Rhino Capital LLC | 0.18% | Add +0.2% | 12,838 | $911K |
| GAMMA Investing LLC | 0.05% | Add +9.1% | 12,580 | $893K |
| Pitcairn Co. | 0.07% | Reduce -14.4% | 12,579 | $893K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +10.0% | 12,461 | $885K |
| Lester Murray Antman dba SimplyRich | 0.24% | Reduce -0.1% | 12,322 | $874K |
| Ascent Group, LLC | 0.03% | Reduce -13.3% | 12,032 | $854K |
| Sivia Capital Partners, LLC | 0.24% | Add +0.3% | 11,935 | $847K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 11,933 | $847K |
| Legacy Capital Group California, Inc. | 0.22% | Add +6.0% | 11,921 | $846K |
| Cornerstone Select Advisors, LLC | 0.62% | Add +10.7% | 11,884 | $844K |
| Cordatus Wealth Management LLC | 0.20% | Add +0.2% | 11,868 | $842K |
| Abel Hall, LLC | 0.34% | Reduce -0.3% | 11,866 | $842K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -1.4% | 11,821 | $839K |
| Farther Finance Advisors, LLC | 0.01% | Add +166.3% | 11,764 | $835K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.5% | 11,651 | $827K |
| AlphaCore Capital LLC | 0.03% | Add +318.2% | 11,526 | $818K |
| Henry James International Management Inc. | 0.25% | Reduce -19.1% | 11,483 | $815K |
| May Hill Capital, LLC | 0.24% | Add +3.0% | 11,377 | $808K |
| HB Wealth Management, LLC | 0.01% | Add +36.0% | 11,189 | $794K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.6% | 11,032 | $783K |
| Clarius Group, LLC | 0.05% | Reduce -23.0% | 10,800 | $767K |
| Linden Thomas Advisory Services, LLC | 0.08% | Add +8.1% | 10,732 | $762K |
| Blair William & Co. | 0.00% | Reduce -4.0% | 10,432 | $740K |
| Five Oceans Advisors | 0.27% | No change | 10,361 | $735K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Reduce -9.6% | 10,115 | $718K |
| Traveka Wealth, LLC | 0.32% | No change | 10,105 | $717K |
| Chelsea Counsel Co. | 0.32% | No change | 10,100 | $717K |
| Tepp RIA, LLC | 0.81% | No change | 10,068 | $715K |
| Gallacher Capital Management LLC | 0.28% | Add +25.4% | 10,050 | $713K |
| Corient IA LP | 0.53% | No change | 10,000 | $710K |
| Wealthstar Advisors, LLC | 0.27% | Reduce -12.6% | 9,807 | $696K |
| Global Retirement Partners, LLC | 0.02% | Add +18.0% | 9,653 | $685K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +24.9% | 9,613 | $682K |
| Mission Wealth Management, LP | 0.01% | Add +3.1% | 9,451 | $671K |
| Deutsche Bank AG | 0.00% | No change | 9,412 | $668K |
| Optas, LLC | 0.11% | Add +0.7% | 9,406 | $668K |
| Keybank National Association | 0.00% | Reduce -68.5% | 9,380 | $666K |
| SeaBridge Investment Advisors LLC | 0.11% | Reduce -6.6% | 9,138 | $649K |
| GeoWealth Management, LLC | 0.02% | Add +200.4% | 9,064 | $643K |
| HighMark Wealth Management LLC | 0.28% | No change | 9,008 | $639K |
| Westover Capital Advisors, LLC | 0.12% | Add +4.1% | 8,947 | $635K |
| Wolverine Trading, LLC | 0.01% | New | 8,934 | $630K |
| Lazard Asset Management LLC | 0.00% | Add +0.0% | 13,902 | $628K |
| Marks Group Wealth Management, Inc | 0.06% | New | 8,738 | $620K |
| Westerkirk Capital Inc. | 0.07% | No change | 8,544 | $606K |
| Allie Family Office LLC | 0.29% | No change | 8,504 | $604K |
| Courier Capital LLC | 0.03% | Reduce -0.9% | 8,417 | $597K |
| Bridgewater Advisors Inc. | 0.04% | Add +1.9% | 8,186 | $589K |
| Lido Advisors, LLC | 0.00% | Add +32.3% | 8,290 | $589K |
| Jones Financial Companies LLLP | 0.00% | Add +8.5% | 8,309 | $580K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 8,096 | $575K |
| Brucke Financial, Inc. | 0.34% | New | 8,181 | $573K |
| American Trust Investment Advisors, LLC | 0.29% | No change | 8,045 | $571K |
| GC Wealth Management RIA, LLC | 0.02% | New | 8,015 | $569K |
| Delta Financial Advisors LLC | 0.16% | New | 7,850 | $557K |
| Wedmont Private Capital | 0.02% | Reduce -1.4% | 7,865 | $556K |
| Drive Wealth Management, LLC | 0.12% | Add +1.2% | 7,740 | $549K |
| Summit Trail Advisors, LLC | 0.01% | Add +10.6% | 7,637 | $542K |
| Independent Advisor Alliance | 0.01% | Add +8.1% | 7,630 | $542K |
| Trust Point Inc. | 0.04% | Add +19.6% | 7,618 | $541K |
| Gryphon Financial Partners LLC | 0.06% | Add +41.3% | 7,547 | $536K |
| AE Wealth Management LLC | 0.00% | Add +2.2% | 7,531 | $535K |
| Keel Point, LLC | 0.03% | Add +0.1% | 7,504 | $533K |
| Fiera Capital Corp | 0.00% | Add +33.4% | 7,477 | $531K |
| Main Street Research LLC | 0.03% | Add +5.2% | 7,358 | $522K |
| Crumly & Associates Inc. | 0.11% | Reduce -3.8% | 7,356 | $522K |
| Fox Run Management, L.L.C. | 0.08% | New | 7,274 | $516K |
| Riversedge Advisors, LLC | 0.09% | Add +13.2% | 7,225 | $513K |
| GQG Partners LLC | 0.00% | No change | 7,225 | $513K |
| Foundations Investment Advisors, LLC | 0.01% | New | 7,208 | $512K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -19.0% | 7,090 | $503K |
| Invesco Ltd. | 0.00% | Add +0.4% | 7,083 | $503K |
| StoneX Group Inc. | 0.02% | New | 7,036 | $499K |
| BSW Wealth Partners | 0.06% | Reduce -41.2% | 6,988 | $496K |
| Cromwell Holdings LLC | 0.26% | No change | 6,967 | $495K |
| Moors & Cabot, Inc. | 0.02% | Reduce -4.7% | 6,814 | $484K |
| Earned Wealth Advisors, LLC | 0.08% | Add +18.7% | 6,758 | $480K |
| Medallion Wealth Advisors, LLC | 0.16% | No change | 6,487 | $460K |
| Natural Investments, LLC | 0.11% | Reduce -0.2% | 6,446 | $457K |
| Allworth Financial LP | 0.00% | Add +17.9% | 6,358 | $451K |
| Net Worth Advisory Group | 0.13% | Reduce -4.8% | 6,320 | $449K |
| Calydon Capital | 0.07% | Reduce -50.0% | 6,248 | $443K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 6,237 | $443K |
| FineMark National Bank & Trust | 0.01% | No change | 6,200 | $440K |
| Choate Investment Advisors | 0.01% | No change | 6,134 | $435K |
| a16z Perennial Management, L.P. | 0.03% | New | 6,052 | $430K |
| Advisory Services Network, LLC | 0.01% | Add +1.8% | 6,017 | $427K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.5% | 5,891 | $418K |
| Baldwin Investment Management, LLC | 0.05% | No change | 5,707 | $405K |
| Purkiss Capital Advisors LLC | 0.19% | Add +18.2% | 5,703 | $405K |
| Acorn Creek Capital LLC | 0.15% | Add +0.7% | 5,700 | $405K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,640 | $400K |
| Cresset Asset Management, LLC | 0.00% | Add +5.0% | 5,597 | $397K |
| GWN Securities Inc. | 0.09% | New | 5,560 | $397K |
| Sonoma Private Wealth LLC | 0.47% | Reduce -5.3% | 5,541 | $393K |
| SYM FINANCIAL Corp | 0.04% | No change | 5,519 | $392K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 5,500 | $390K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -24.6% | 5,380 | $382K |
| Gitterman Wealth Management, LLC | 0.09% | Add +9.6% | 5,358 | $380K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +8.9% | 5,194 | $369K |
| Contravisory Investment Management, Inc. | 0.07% | Add +4.3% | 5,184 | $368K |
| Seven Mile Advisory | 0.06% | No change | 5,158 | $366K |
| Principal Securities, Inc. | 0.01% | Add +30.8% | 5,108 | $363K |
| Benjamin Edwards Inc. | 0.00% | Reduce -11.9% | 5,078 | $360K |
| Werba Rubin Papier Wealth Management | 0.06% | Add +1.6% | 5,063 | $359K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -4.2% | 5,056 | $359K |
| Florida Trust Wealth Management Co | 0.01% | No change | 5,024 | $357K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.8% | 4,988 | $354K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.1% | 4,930 | $350K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +20.9% | 4,862 | $348K |
| Ascentis Independent Advisors | 0.06% | New | 4,799 | $341K |
| Canopy Partners, LLC | 0.11% | No change | 4,760 | $338K |
| Tiaa Trust, National Association | 0.00% | Add +3.7% | 4,718 | $335K |
| New Republic Capital, LLC | 0.10% | Add +17.9% | 4,709 | $334K |
| Sage Mountain Advisors LLC | 0.02% | Add +13.5% | 4,701 | $334K |
| Manske Wealth Management | 0.10% | Reduce -3.3% | 4,698 | $333K |
| Foster Group, Inc. | 0.01% | No change | 4,668 | $331K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Add +0.1% | 4,667 | $331K |
| World Investment Advisors | 0.01% | Add +10.2% | 4,558 | $324K |
| Perigon Wealth Management, LLC | 0.01% | Add +6.2% | 4,482 | $318K |
| Brighton Jones LLC | 0.01% | New | 4,462 | $317K |
| Certuity, LLC | 0.02% | Reduce -8.7% | 4,457 | $316K |
| Freestone Capital Holdings, LLC | 0.01% | New | 4,429 | $314K |
| First Affirmative Financial Network | 0.15% | Add +6.1% | 4,409 | $313K |
| Group One Trading LLC | 0.01% | Reduce -60.9% | 4,378 | $311K |
| Hilltop Holdings Inc. | 0.02% | New | 4,293 | $305K |
| Portside Wealth Group, LLC | 0.04% | New | 4,275 | $303K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -37.5% | 4,222 | $300K |
| Nilsine Partners, LLC | 0.03% | New | 4,119 | $292K |
| Carter Financial Group, INC. | 0.18% | New | 4,097 | $291K |
| Resonant Capital Advisors, LLC | 0.02% | New | 4,081 | $290K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.6% | 4,078 | $289K |
| WealthTrust Axiom LLC | 0.08% | No change | 4,075 | $289K |
| AlTi Global, Inc. | 0.01% | Add +0.6% | 4,069 | $289K |
| Wealthstream Advisors, Inc. | 0.04% | Add +12.6% | 4,046 | $287K |
| Weil Company, Inc. | 0.07% | No change | 4,000 | $284K |
| Sunpointe, LLC | 0.10% | Reduce -2.0% | 3,965 | $281K |
| Brown Advisory Inc. | 0.00% | Reduce -45.3% | 3,955 | $281K |
| D'Orazio & Associates, Inc. | 0.04% | Add +0.2% | 3,954 | $281K |
| Ewa, LLC | 0.08% | Add +2.3% | 3,908 | $277K |
| Syverson Strege & Co | 0.07% | Reduce -10.6% | 3,904 | $277K |
| Allianz Asset Management GmbH | 0.00% | New | 3,900 | $277K |
| Samalin Investment Counsel, LLC | 0.10% | Add +1.8% | 3,875 | $275K |
| Wealth Alliance, LLC | 0.03% | New | 3,835 | $272K |
| Xponance LLC | 0.00% | Add +13.4% | 3,786 | $269K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -5.1% | 3,731 | $265K |
| Curi Capital, LLC | 0.00% | Add +0.3% | 3,725 | $264K |
| Greenup Street Wealth Management LLC | 0.04% | Reduce -0.8% | 3,720 | $264K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -7.2% | 3,713 | $264K |
| Argyle Capital Management, LLC | 0.09% | No change | 3,650 | $259K |
| Tower Wealth Partners, Inc. | 0.14% | Add +3.8% | 3,633 | $258K |
| Partners Wealth Management, LLC | 0.25% | New | 3,595 | $255K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,530 | $251K |
| Venturi Wealth Management, LLC | 0.01% | New | 3,476 | $247K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1424.2% | 3,460 | $246K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.7% | 3,455 | $245K |
| Seed Wealth Management, Inc. | 0.17% | No change | 3,430 | $243K |
| Symphony Financial Services, Inc. | 0.13% | No change | 3,346 | $238K |
| Verition Fund Management LLC | 0.00% | New | 3,278 | $233K |
| Vontobel Holding Ltd. | 0.00% | New | 3,270 | $232K |
| Prospect Financial Group LLC | 0.23% | New | 3,255 | $231K |
| Fulcrum Equity Management | 0.23% | New | 3,253 | $231K |
| Sovran Advisors, LLC | 0.02% | New | 3,248 | $229K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,209 | $228K |
| Texas Yale Capital Corp. | 0.01% | Reduce -26.4% | 3,200 | $227K |
| Modern Wealth Management, LLC | 0.00% | New | 3,181 | $226K |
| Seeds Investor LLC | 0.05% | Reduce -15.1% | 3,164 | $225K |
| IFP Advisors, Inc | 0.01% | Reduce -9.3% | 3,157 | $224K |
| HUB Investment Partners, LLC | 0.01% | New | 3,147 | $223K |
| Echo45 Advisors LLC | 0.13% | New | 3,137 | $223K |
| Braun-Bostich & Associates Inc. | 0.14% | New | 3,129 | $222K |
| Monument Capital Management | 0.06% | New | 3,123 | $222K |
| SG Americas Securities, LLC | 0.00% | Reduce -15.3% | 3,113 | $221K |
| DRW Securities, LLC | 0.01% | New | 3,097 | $220K |
| Waverly Advisors, LLC | 0.00% | New | 3,028 | $215K |
| FMB Wealth Management | 0.09% | New | 3,010 | $214K |
| Commerce Bank | 0.00% | New | 3,010 | $214K |
| Tidal Investments LLC | 0.00% | New | 2,999 | $213K |
| Diversified Trust Co. | 0.00% | New | 2,998 | $213K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,972 | $211K |
| Ariadne Wealth Management, LP | 0.09% | New | 2,850 | $210K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,936 | $208K |
| Evoke Wealth, LLC | 0.00% | New | 2,934 | $208K |
| Norden Group LLC | 0.02% | New | 2,874 | $204K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -62.5% | 2,818 | $200K |
| Rexford Capital Inc. | 0.15% | No change | 2,713 | $193K |
| Addison Advisors LLC | 0.04% | Add +6.6% | 2,629 | $187K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,578 | $183K |
| Edgar Lomax Co. | 0.01% | No change | 12,845 | $181K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,525 | $179K |
| JCIC Asset Management Inc. | 0.05% | — | 2,342 | $166K |
| Blue Trust, Inc. | 0.00% | Reduce -5.3% | 2,140 | $152K |
| Fifth Third Bancorp | 0.00% | Add +65.4% | 2,054 | $146K |
| Icon Wealth Advisors, LLC | 0.01% | New | 1,916 | $136K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,895 | $135K |
| Bruce G. Allen Investments, LLC | 0.09% | Add +1.1% | 1,866 | $132K |
| Manchester Capital Management LLC | 0.02% | No change | 1,838 | $130K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 1,690 | $120K |
| Grove Bank & Trust | 0.01% | Reduce -16.9% | 1,638 | $116K |
| Rothschild Investment LLC | 0.01% | Add +95.8% | 1,594 | $113K |
| TD Private Client Wealth LLC | 0.00% | Add +210.6% | 1,441 | $102K |
| UMB Bank, n.a. | 0.00% | No change | 1,419 | $101K |
| Lanark Financial, Inc. | 0.01% | Reduce -22.0% | 1,344 | $95K |
| Bogart Wealth, LLC | 0.00% | Add +6.4% | 1,306 | $93K |
| Huntington National Bank | 0.00% | Reduce -5.4% | 1,290 | $92K |
| Salomon & Ludwin, LLC | 0.01% | Add +2580.8% | 1,260 | $91K |
| Bessemer Group Inc. | 0.00% | Add +196.6% | 1,204 | $85K |
| HM Payson & Co. | 0.00% | Add +99.6% | 1,058 | $75K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,036 | $74K |
| Westside Investment Management, Inc. | 0.01% | Add +100.0% | 1,020 | $73K |
| Private Trust Co. NA | 0.01% | Add +29.5% | 988 | $70K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $64K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 874 | $62K |
| Spire Wealth Management | 0.00% | Add +1.2% | 830 | $59K |
| State of Wyoming | 0.01% | Reduce -50.5% | 804 | $57K |
| Hanson & Doremus Investment Management | 0.01% | No change | 809 | $57K |
| Berbice Capital Management LLC | 0.04% | Add +33.3% | 800 | $57K |
| True Wealth Design, LLC | 0.02% | New | 780 | $55K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -4.6% | 765 | $54K |
| Harbour Investments, Inc. | 0.00% | Add +97.2% | 712 | $51K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 700 | $50K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -4.8% | 690 | $49K |
| MCF Advisors LLC | 0.00% | No change | 689 | $49K |
| Wealthspire Advisors, LLC | 0.00% | New | 656 | $47K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -2.8% | 626 | $44K |
| Root Financial Partners, LLC | 0.00% | New | 610 | $43K |
| Larson Financial Group LLC | 0.00% | Reduce -35.0% | 591 | $42K |
| JPL Wealth Management, LLC | 0.01% | New | 580 | $41K |
| Essential Partners LLC | 0.01% | New | 514 | $36K |
| Capital Analysts, LLC | 0.00% | No change | 501 | $36K |
| GW&K Investment Management, LLC | 0.00% | No change | 499 | $35K |
| Smithfield Trust Co | 0.00% | No change | 476 | $34K |
| Highline Wealth Partners LLC | 0.01% | Add +21.0% | 467 | $33K |
| Retirement Wealth Solutions LLC | 0.02% | New | 447 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | Add +7.2% | 445 | $32K |
| Binnacle Investments Inc | 0.02% | Add +80.5% | 444 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $31K |
| Tortoise Investment Management, LLC | 0.00% | No change | 418 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | Reduce -18.8% | 416 | $30K |
| Inlight Wealth Management, LLC | 0.01% | No change | 400 | $28K |
| Cornerstone Planning Group LLC | 0.00% | No change | 381 | $27K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 369 | $26K |
| Cape Investment Advisory, Inc. | 0.03% | Add +12.7% | 364 | $26K |
| Mather Group, Llc. | 0.00% | New | 351 | $25K |
| Arlington Trust Co LLC | 0.00% | No change | 335 | $24K |
| Fairscale Capital, LLC | 0.02% | No change | 321 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.5% | 283 | $20K |
| Robinswood Financial LLC | 0.01% | No change | 266 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 254 | $18K |
| Bare Financial Services, Inc | 0.01% | Add +35.8% | 239 | $17K |
| AXA Investment Managers S.A. | 0.00% | — | 236 | $17K |
| Atwood & Palmer Inc. | 0.00% | No change | 233 | $17K |
| Zions Bancorporation, National Association | 0.00% | Add +10.3% | 224 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 219 | $16K |
| Trust Co. of Toledo NA | 0.00% | No change | 214 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +11.5% | 213 | $15K |
| CX Institutional | 0.00% | No change | 205 | $15K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $14K |
| Summit Securities Group LLC | 0.00% | No change | 200 | $14K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $14K |
| Brown Brothers Harriman & Co. | 0.00% | Add +149.4% | 197 | $14K |
| DB Fitzpatrick & Co, Inc | 0.01% | Reduce -29.1% | 195 | $14K |
| BankPlus Trust Department | 0.00% | No change | 192 | $14K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -82.5% | 191 | $14K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.4% | 190 | $13K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $13K |
| Principia Wealth Advisory, LLC | 0.01% | Add +174.2% | 181 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 180 | $13K |
| MRP Capital Investments, LLC | 0.01% | No change | 200 | $12K |
| Fortitude Family Office, LLC | 0.00% | No change | 169 | $12K |
| Roxbury Financial LLC | 0.01% | No change | 168 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 163 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -14.3% | 162 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 160 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 158 | $11K |
| Logan Capital Management Inc. | 0.00% | No change | 155 | $11K |
| Financial Consulate, Inc. | 0.00% | New | 151 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $11K |
| Raffa Wealth Management, LLC | 0.00% | Add +40.0% | 147 | $10K |
| Financial Connections Group, Inc. | 0.00% | No change | 143 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 136 | $10K |
| First PREMIER Bank | 0.00% | New | 131 | $9K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.8% | 121 | $9K |
| Rakuten Securities, Inc. | 0.00% | Add +2750.0% | 114 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -22.9% | 111 | $8K |
| Chesapeake Asset Management LLC | 0.01% | No change | 100 | $7K |
| CoreFirst Bank & Trust | 0.00% | No change | 100 | $7K |
| Main Street Group, LTD | 0.00% | No change | 100 | $7K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $7K |
| ORG Partners LLC | 0.00% | No change | 98 | $7K |
| WPG Advisers, LLC | 0.01% | No change | 93 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 85 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 83 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 84 | $6K |
| Archer Investment Corp | 0.00% | Add +1.3% | 80 | $6K |
| Kozak & Associates, Inc. | 0.00% | New | 79 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 69 | $5K |
| Wolff Wiese Magana LLC | 0.00% | New | 68 | $5K |
| Montag A & Associates Inc. | 0.00% | New | 67 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $4K |
| WealthCollab, LLC | 0.00% | No change | 52 | $4K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 50 | $4K |
| LRI Investments, LLC | 0.00% | No change | 51 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $4K |
| Westend Capital Management, LLC | 0.00% | New | 50 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 50 | $4K |
| Clean Yield Group | 0.00% | No change | 48 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 45 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 45 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 44 | $3K |
| Centerpoint Advisors, LLC | 0.00% | New | 40 | $3K |
| Wiser Advisor Group LLC | 0.00% | New | 41 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +33.3% | 40 | $3K |
| Key Financial Inc | 0.00% | No change | 39 | $3K |
| Crewe Advisors LLC | 0.00% | New | 36 | $3K |
| Westfuller Advisors, LLC | 0.00% | New | 35 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 34 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 30 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 30 | $2K |
| Abound Wealth Management | 0.00% | No change | 26 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 26 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 25 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 21 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 20 | $1K |
| Kilter Group LLC | 0.00% | Add +53.9% | 20 | $1K |
| North Star Investment Management Corp. | 0.00% | Reduce -78.9% | 19 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 18 | $1K |
| Caitlin John, LLC | 0.00% | New | 16 | $1K |
| Rossby Financial, LCC | 0.00% | New | 15 | $1K |
| Palisade Asset Management, LLC | 0.00% | New | 12 | $852 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 11 | $784 |
| Orion Capital Management LLC | 0.00% | New | 8 | $568 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 7 | $497 |
| Dogwood Wealth Management LLC | 0.00% | New | 6 | $426 |
| Bear Mountain Capital, Inc. | 0.00% | New | 6 | $396 |
| Rise Advisors, LLC | 0.00% | No change | 2 | $162 |
| Alerus Financial NA | 0.00% | No change | 1 | $71 |
"% of holder's portfolio" is HSBC's weight in each manager's 13F, not the share of HSBC Holdings PLC-Spons ADR the manager owns.