HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q4 2025 (December 31)616holders +61
76new positions
35sold out
6famous investors
$78.78avg. 13F price*
At the end of Q4 2025, 616 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 61 from Q3 2025. 76 opened new positions and 35 sold out. The largest holders were Fisher Asset Management ($1.4B), Dimensional Fund Advisors LP ($815.2M) and Morgan Stanley ($588.8M). 6 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q4 2025)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $83.7M |
| Exits | 35 | $31.8M |
All 13F filers, Q3 2025 → Q4 2025: 6,693,855 shares bought and 3,203,251 shares sold, net +3,490,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 616 holders
| Fisher Asset Management | 0.48% | Add +2.3% | 17,800,748 | $1.4B |
| Dimensional Fund Advisors LP | 0.17% | Reduce -2.0% | 10,362,347 | $815.2M |
| Morgan Stanley | 0.04% | Add +15.3% | 7,483,883 | $588.8M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -5.0% | 5,916,753 | $465.5M |
| FMR LLC | 0.01% | Reduce -12.5% | 3,142,028 | $247.2M |
| Northern Trust Corp. | 0.03% | Reduce -1.2% | 3,008,324 | $236.7M |
| Sanders Capital, LLC | 0.26% | Reduce -2.8% | 2,887,470 | $227.2M |
| BlackRock, Inc. | 0.00% | Reduce -8.5% | 2,647,669 | $208.3M |
| Bank of America Corp. | 0.01% | Add +9.4% | 2,261,682 | $177.9M |
| Clearbridge Investments, LLC | 0.09% | Add +77.0% | 1,443,716 | $113.6M |
| American Century Companies Inc. | 0.06% | Add +9.8% | 1,440,244 | $113.3M |
| Contrarian Capital Management, L.L.C. | 26.23% | No change | 1,265,656 | $99.6M |
| Royal Bank of Canada | 0.02% | Reduce -5.1% | 1,112,059 | $87.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.15% | Add +597.2% | 715,725 | $56.3M |
| Cookson Peirce & Co. Inc. | 2.00% | Reduce -1.6% | 613,956 | $48.3M |
| O'shaughnessy Asset Management, LLC | 0.26% | Add +9.7% | 590,663 | $46.5M |
| Raymond James Financial Inc. | 0.01% | Add +22.1% | 555,713 | $43.7M |
| Millennium Management | 0.03% | Add +185.2% | 529,394 | $41.6M |
| First Trust Advisors LP | 0.03% | Reduce -13.7% | 493,614 | $38.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +15.5% | 485,468 | $38.2M |
| Wells Fargo & Company | 0.01% | Add +20.3% | 470,511 | $37.0M |
| Crossmark Global Holdings, Inc. | 0.53% | Reduce -2.8% | 466,801 | $36.7M |
| Quantinno Capital Management LP | 0.07% | Add +20.1% | 435,064 | $34.2M |
| Natixis Advisors, LLC | 0.05% | Reduce -5.7% | 407,128 | $32.0M |
| LPL Financial LLC | 0.01% | Add +12.9% | 384,037 | $30.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +58.5% | 361,303 | $28.4M |
| Abc Arbitrage SA | 2.65% | Add +47.6% | 360,332 | $28.3M |
| UBS Group AG | 0.01% | Add +18.5% | 356,832 | $28.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.5% | 354,049 | $27.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +56.6% | 348,992 | $27.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.4% | 319,905 | $25.2M |
| Creative Planning | 0.02% | Add +1.2% | 318,178 | $25.0M |
| 1832 Asset Management L.P. | 0.03% | Add +0.1% | 298,350 | $23.5M |
| Meritage Portfolio Management | 1.54% | Reduce -1.3% | 295,700 | $23.3M |
| AQR Capital Management | 0.01% | Add +18.4% | 295,056 | $23.2M |
| Foresight Global Investors, Inc. | 10.86% | Add +62.5% | 293,355 | $23.1M |
| HighTower Advisors, LLC | 0.02% | Add +0.3% | 266,449 | $21.0M |
| Capital Fund Management S.A. | 0.20% | Reduce -19.4% | 265,463 | $20.9M |
| Franklin Resources Inc. | 0.01% | Add +0.1% | 260,902 | $20.5M |
| QRG Capital Management, Inc. | 0.20% | Reduce -0.5% | 224,222 | $17.6M |
| Janney Capital Management LLC | 1.09% | Reduce -2.4% | 219,596 | $17.3M |
| Mariner, LLC | 0.02% | Add +2.9% | 205,187 | $16.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +3.0% | 203,756 | $16.0M |
| Promethos Capital, LLC | 4.28% | Reduce -4.5% | 199,432 | $15.7M |
| Cwm, LLC | 0.04% | Add +49.0% | 182,875 | $14.4M |
| HRT Financial LP | 0.04% | New | 176,364 | $13.9M |
| Barometer Capital Management Inc. | 3.21% | Add +187.1% | 41,574 | $13.3M |
| Marshall Wace, LLP | 0.01% | New | 169,065 | $13.3M |
| Pathstone Holdings, LLC | 0.05% | Add +2.4% | 166,928 | $13.1M |
| American Assets Investment Management, LLC | 0.91% | No change | 166,918 | $13.1M |
| US Bancorp \de | 0.02% | Add +9.9% | 165,949 | $13.1M |
| Ritholtz Wealth Management | 0.23% | Add +14.5% | 160,760 | $12.6M |
| Ethic Inc. | 0.19% | Add +2.3% | 154,598 | $12.2M |
| Bank of Montreal | 0.00% | Reduce -38.5% | 146,375 | $11.5M |
| SG Americas Securities, LLC | 0.02% | Add +4566.3% | 145,262 | $11.4M |
| Two Sigma Advisers, LP | 0.02% | Add +37.9% | 143,600 | $11.3M |
| Sei Investments Co. | 0.01% | Add +3.4% | 137,776 | $10.8M |
| BNP Paribas Financial Markets | 0.01% | Add +33.5% | 133,746 | $10.5M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +4.8% | 130,851 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Add +13.2% | 124,815 | $9.8M |
| MML Investors Services, LLC | 0.02% | Add +12.2% | 123,369 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +4.8% | 122,012 | $9.6M |
| M&T Bank Corp | 0.03% | Add +0.1% | 120,296 | $9.5M |
| Cerity Partners LLC | 0.01% | Add +11.3% | 120,252 | $9.5M |
| National Bank of Canada | 0.01% | Add +4.2% | 115,628 | $9.1M |
| Manatuck Hill Partners, LLC | 2.96% | No change | 107,448 | $8.5M |
| Renaissance Technologies | 0.01% | Reduce -78.3% | 106,622 | $8.4M |
| Hennessy Advisors Inc. | 0.28% | Reduce -5.3% | 100,800 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +26.9% | 98,928 | $7.8M |
| GMO | 0.02% | Reduce -70.6% | 98,649 | $7.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.16% | New | 97,510 | $7.7M |
| Campbell & CO Investment Adviser LLC | 0.36% | New | 94,331 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +2.9% | 87,472 | $6.9M |
| Tredje AP-fonden | 0.05% | New | 86,869 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Add +54.7% | 85,771 | $6.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 84,943 | $6.7M |
| TD Waterhouse Canada Inc. | 0.04% | Add +0.9% | 83,647 | $6.6M |
| Callan Family Office, LLC | 0.13% | Add +39.3% | 78,458 | $6.2M |
| Factory Mutual Insurance Co. | 0.06% | No change | 77,552 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +22.8% | 76,925 | $6.1M |
| Brooklyn Investment Group | 0.28% | Add +195.5% | 76,186 | $6.0M |
| Compound Planning, Inc. | 0.17% | Add +8.9% | 74,634 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.2% | 74,378 | $5.9M |
| Vident Advisory, LLC | 0.05% | Reduce -3.9% | 73,452 | $5.8M |
| Naviter Wealth, LLC | 0.74% | Reduce -16.7% | 72,202 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +9.0% | 69,501 | $5.5M |
| Citadel Advisors | 0.00% | Add +57.0% | 69,059 | $5.4M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.37% | Reduce -6.5% | 67,322 | $5.3M |
| Caprock Group, LLC | 0.11% | Add +9.8% | 65,429 | $5.1M |
| NewEdge Wealth, LLC | 0.06% | Add +16.4% | 63,864 | $5.0M |
| Neuberger Berman Group LLC | 0.00% | Add +18.0% | 62,846 | $4.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.5% | 61,723 | $4.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 61,589 | $4.8M |
| Old Port Advisors | 1.15% | Add +0.5% | 59,553 | $4.7M |
| Signaturefd, LLC | 0.07% | Reduce -0.6% | 58,873 | $4.6M |
| Vise Technologies, Inc. | 0.09% | Add +51.2% | 58,865 | $4.6M |
| Parallax Volatility Advisers, L.P. | 0.16% | Add +34.5% | 58,770 | $4.6M |
| Limestone Investment Advisors LP | 3.16% | Reduce -18.8% | 56,037 | $4.4M |
| Americana Partners, LLC | 0.12% | Reduce -0.7% | 54,482 | $4.3M |
| WCG Wealth Advisors LLC | 0.12% | Add +119.4% | 53,701 | $4.2M |
| Catalyst Capital Advisors LLC | 0.09% | Reduce -4.4% | 53,125 | $4.2M |
| Jackson Wealth Management, LLC | 0.41% | Add +5.4% | 52,890 | $4.2M |
| Acadian Asset Management LLC | 0.01% | Add +89.0% | 52,738 | $4.1M |
| Jane Street Group, LLC | 0.01% | Add +193.5% | 52,708 | $4.1M |
| Prospera Financial Services Inc | 0.07% | Add +41.1% | 51,238 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +50.3% | 51,042 | $4.0M |
| Cibc World Market Inc. | 0.01% | Add +10.6% | 50,587 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.0% | 49,897 | $3.9M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 49,764 | $3.9M |
| Ieq Capital, LLC | 0.01% | Add +8.0% | 49,676 | $3.9M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +84.8% | 49,430 | $3.9M |
| Flow Traders U.S. LLC | 0.13% | New | 48,752 | $3.8M |
| Jain Global LLC | 0.04% | Add +147.4% | 47,796 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -11.9% | 47,641 | $3.7M |
| Assetmark, Inc. | 0.01% | Add +74.6% | 47,456 | $3.7M |
| Old Mission Capital LLC | 0.14% | New | 47,325 | $3.7M |
| Hantz Financial Services, Inc. | 0.05% | Add +27.6% | 47,083 | $3.7M |
| Forum Financial Management, LP | 0.05% | No change | 44,246 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 41,456 | $3.3M |
| Farringdon Capital, Ltd. | 0.80% | Add +61.9% | 41,273 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +5.4% | 40,407 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +3.7% | 39,884 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.8% | 37,777 | $3.1M |
| Stamos Capital Partners, L.P. | 0.47% | Reduce -16.3% | 37,415 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.2% | 35,401 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Add +2.1% | 37,529 | $2.9M |
| Credit Agricole S A | 0.01% | New | 36,978 | $2.9M |
| Qtron Investments LLC | 0.38% | Reduce -3.7% | 36,951 | $2.9M |
| DRW Securities, LLC | 0.22% | Add +1091.4% | 36,897 | $2.9M |
| Opal Capital LLC | 0.72% | — | 36,804 | $2.9M |
| TrueMark Investments, LLC | 0.55% | Reduce -20.9% | 36,785 | $2.9M |
| LSV Asset Management | 0.01% | Reduce -14.5% | 35,828 | $2.8M |
| Scotia Capital Inc. | 0.01% | Add +2.4% | 33,913 | $2.7M |
| Raelipskie Partnership | 1.12% | Reduce -8.1% | 33,821 | $2.7M |
| Aaron Wealth Advisors LLC | 0.14% | Add +28.0% | 32,564 | $2.6M |
| Arkadios Wealth Advisors | 0.05% | Reduce -3.4% | 32,489 | $2.6M |
| Mgo One Seven LLC | 0.05% | Add +9.2% | 32,437 | $2.6M |
| XTX Topco Ltd | 0.07% | Reduce -13.8% | 32,309 | $2.5M |
| AMJ Financial Wealth Management | 0.61% | Reduce -72.9% | 32,248 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -8.4% | 31,928 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Add +18.3% | 31,609 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -4.5% | 31,232 | $2.5M |
| &partners | 0.01% | Add +11.1% | 31,217 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +16.3% | 30,907 | $2.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +33.5% | 29,525 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +101.6% | 30,438 | $2.4M |
| Earnest Partners LLC | 0.01% | Reduce -11.7% | 30,356 | $2.4M |
| Syon Capital LLC | 0.11% | Add +3.4% | 29,144 | $2.3M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +5.6% | 28,906 | $2.3M |
| Wedbush Securities Inc. | 0.07% | Add +6.0% | 28,437 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -20.4% | 28,087 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | — | 27,777 | $2.2M |
| Gradient Investments LLC | 0.03% | Add +42.7% | 27,558 | $2.2M |
| Pekin Hardy Strauss, Inc. | 0.20% | Reduce -3.0% | 27,523 | $2.2M |
| Quadrant Capital Group LLC | 0.07% | Reduce -1.3% | 27,409 | $2.2M |
| Engineers Gate Manager LP | 0.03% | Add +99.3% | 26,834 | $2.1M |
| Checchi Capital Advisers, LLC | 0.14% | Add +0.6% | 26,554 | $2.1M |
| Choreo, LLC | 0.03% | Add +12.9% | 26,312 | $2.1M |
| Smartleaf Asset Management LLC | 0.08% | Add +25.9% | 26,110 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +52.1% | 26,312 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 25,725 | $2.0M |
| Ballentine Partners, LLC | 0.03% | Add +5.0% | 25,135 | $2.0M |
| Savant Capital, LLC | 0.01% | Add +6.1% | 24,867 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 24,577 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -46.9% | 24,355 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +9.3% | 24,335 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | Add +146.7% | 23,814 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -8.2% | 23,570 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | Add +0.8% | 23,409 | $1.8M |
| Dynasty Wealth Management, LLC | 0.02% | Add +5.6% | 23,254 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.5% | 23,251 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +5.3% | 23,100 | $1.8M |
| West Family Investments, Inc. | 0.43% | No change | 23,057 | $1.8M |
| Systematic Alpha Investments, LLC | 0.06% | No change | 23,000 | $1.8M |
| Foresight Capital Management Advisors, Inc. | 0.98% | Reduce -5.7% | 22,935 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +33.1% | 22,923 | $1.8M |
| Pzena Investment Management LLC | 0.01% | Add +18.4% | 22,906 | $1.8M |
| Mitchell & Pahl Private Wealth, LLC | 0.75% | Reduce -1.9% | 22,893 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.8% | 22,840 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -15.4% | 22,704 | $1.8M |
| Gabelli Funds LLC | 0.01% | No change | 22,700 | $1.8M |
| Abel Hall, LLC | 0.41% | Add +88.2% | 22,336 | $1.8M |
| Ted Buchan & Co | 0.64% | Add +0.3% | 22,239 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -0.8% | 21,925 | $1.7M |
| Kathmere Capital Management, LLC | 0.12% | Add +3.9% | 21,695 | $1.7M |
| Orleans Capital Management Corp. | 1.05% | Reduce -14.8% | 21,563 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +77.5% | 21,187 | $1.7M |
| Evolve Private Wealth, LLC | 0.10% | — | 21,186 | $1.7M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -16.5% | 21,180 | $1.7M |
| Mork Capital Management, LLC | 0.97% | No change | 20,300 | $1.6M |
| RBF Capital, LLC | 0.07% | No change | 20,000 | $1.6M |
| Aprio Wealth Management, LLC | 0.09% | Add +6.5% | 19,795 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +67.1% | 19,656 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +0.4% | 19,439 | $1.5M |
| Founders Financial Securities LLC | 0.09% | Add +5.5% | 18,994 | $1.5M |
| Horizon Investments, LLC | 0.02% | Add +5.7% | 18,948 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | Add +114.5% | 18,739 | $1.5M |
| Ellevest, Inc. | 0.20% | Add +0.7% | 18,219 | $1.4M |
| PCM Encore, LLC | 0.30% | — | 18,069 | $1.4M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -6.0% | 17,919 | $1.4M |
| Greenleaf Trust | 0.01% | No change | 17,915 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +139.2% | 17,241 | $1.4M |
| Profund Advisors LLC | 0.04% | Add +3.2% | 16,860 | $1.3M |
| Keybank National Association | 0.00% | Add +77.6% | 16,662 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.8% | 16,647 | $1.3M |
| PDS Planning, Inc | 0.09% | Add +2.4% | 16,623 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.08% | Add +1.5% | 16,405 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +4.8% | 16,207 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +7.4% | 15,783 | $1.2M |
| Sivia Capital Partners, LLC | 0.25% | Add +31.9% | 15,744 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.18% | Reduce -1.7% | 15,465 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -3.8% | 15,338 | $1.2M |
| Abacus Wealth Partners, LLC | 0.12% | New | 15,214 | $1.2M |
| Versant Capital Management, Inc | 0.15% | Add +10.0% | 15,188 | $1.2M |
| Entropy Technologies, LP | 0.06% | New | 14,925 | $1.2M |
| Soltis Investment Advisors LLC | 0.08% | Reduce -5.3% | 14,868 | $1.2M |
| State Street Corp. | 0.00% | No change | 14,767 | $1.2M |
| Henry James International Management Inc. | 0.36% | Add +28.1% | 14,714 | $1.2M |
| HighPoint Advisor Group LLC | 0.03% | Add +2.3% | 14,665 | $1.2M |
| GAMMA Investing LLC | 0.06% | Add +10.7% | 13,928 | $1.1M |
| Virtu Financial LLC | 0.04% | Reduce -40.0% | 13,800 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +1.3% | 13,706 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +49.9% | 13,588 | $1.1M |
| Cherokee Insurance Co | 0.43% | No change | 13,545 | $1.1M |
| Everstar Asset Management, LLC | 0.57% | Add +0.7% | 13,426 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -24.9% | 13,375 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.6% | 13,376 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 13,324 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.0% | 13,167 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +35.5% | 13,022 | $1.0M |
| Henshaw Capital LLC | 0.04% | No change | 12,880 | $1.0M |
| Cornerstone Select Advisors, LLC | 0.69% | Add +6.1% | 12,608 | $992K |
| Bleakley Financial Group, LLC | 0.02% | New | 12,561 | $988K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.7% | 12,544 | $987K |
| Sage Rhino Capital LLC | 0.19% | Reduce -2.3% | 12,537 | $986K |
| Lester Murray Antman dba SimplyRich | 0.26% | Add +1.0% | 12,445 | $979K |
| GC Wealth Management RIA, LLC | 0.04% | Add +54.6% | 12,390 | $975K |
| Legacy Capital Group California, Inc. | 0.24% | Add +3.9% | 12,384 | $974K |
| HB Wealth Management, LLC | 0.01% | Add +10.4% | 12,357 | $972K |
| Ascent Group, LLC | 0.03% | Add +2.7% | 12,356 | $972K |
| Themes Management Co LLC | 0.76% | — | 12,195 | $959K |
| Garton & Associates Financial Advisors LLC | 0.55% | — | 12,121 | $954K |
| Everest Financial Group LLC | 0.21% | — | 12,067 | $949K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +92.9% | 12,030 | $946K |
| May Hill Capital, LLC | 0.25% | Add +2.9% | 11,712 | $921K |
| Independent Advisor Alliance | 0.02% | Add +52.1% | 11,603 | $913K |
| Legacy Wealth Asset Management, LLC | 0.22% | Reduce -2.4% | 11,543 | $908K |
| Delta Financial Advisors LLC | 0.24% | Add +46.9% | 11,534 | $907K |
| New Republic Capital, LLC | 0.24% | Add +140.7% | 11,336 | $892K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +5.6% | 11,331 | $891K |
| Cordatus Wealth Management LLC | 0.21% | Reduce -4.7% | 11,315 | $890K |
| World Investment Advisors | 0.01% | Add +148.0% | 11,302 | $889K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.04% | — | 11,186 | $880K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.7% | 11,106 | $874K |
| AlphaCore Capital LLC | 0.02% | Reduce -4.6% | 10,991 | $865K |
| Fiera Capital Corp | 0.00% | Add +46.9% | 10,984 | $864K |
| Clarius Group, LLC | 0.05% | No change | 10,800 | $850K |
| Trust Point Inc. | 0.07% | Add +39.6% | 10,636 | $837K |
| Havemeyer Place LP | 0.16% | — | 10,597 | $834K |
| Five Oceans Advisors | 0.29% | No change | 10,361 | $815K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +1.5% | 10,268 | $808K |
| Invesco Ltd. | 0.00% | Add +44.2% | 10,214 | $804K |
| Brandes Investment Partners, LP | 0.01% | Reduce -74.2% | 10,175 | $801K |
| Gryphon Financial Partners LLC | 0.09% | Add +34.8% | 10,171 | $800K |
| Perigon Wealth Management, LLC | 0.01% | Add +126.3% | 10,141 | $798K |
| Traveka Wealth, LLC | 0.32% | Add +0.1% | 10,110 | $795K |
| Chelsea Counsel Co. | 0.34% | No change | 10,100 | $795K |
| Gallacher Capital Management LLC | 0.31% | Add +0.4% | 10,090 | $794K |
| Tepp RIA, LLC | 0.78% | No change | 10,068 | $792K |
| Blair William & Co. | 0.00% | Reduce -4.2% | 9,992 | $786K |
| Brucke Financial, Inc. | 0.43% | Add +21.7% | 9,957 | $783K |
| Jones Financial Companies LLLP | 0.00% | Add +18.6% | 9,858 | $776K |
| Rational Advisors, Inc. | 0.08% | Reduce -33.3% | 9,800 | $771K |
| Wealthstar Advisors, LLC | 0.41% | Reduce -1.3% | 9,677 | $761K |
| SeaBridge Investment Advisors LLC | 0.12% | Add +4.1% | 9,514 | $748K |
| Optas, LLC | 0.12% | Add +0.2% | 9,425 | $741K |
| Deutsche Bank AG | 0.00% | No change | 9,412 | $740K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +15.6% | 9,356 | $736K |
| Drive Wealth Management, LLC | 0.14% | Add +20.4% | 9,315 | $733K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9,290 | $731K |
| Ignite Planners, LLC | 0.11% | Reduce -49.6% | 8,278 | $729K |
| Westover Capital Advisors, LLC | 0.13% | Add +2.8% | 9,193 | $723K |
| Mission Wealth Management, LP | 0.01% | Reduce -4.0% | 9,072 | $714K |
| HighMark Wealth Management LLC | 0.29% | No change | 9,008 | $709K |
| Frec Markets, Inc. | 0.21% | — | 9,004 | $708K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.6% | 8,238 | $685K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +22.5% | 8,683 | $683K |
| Group One Trading LLC | 0.02% | Add +97.1% | 8,631 | $679K |
| Allie Family Office LLC | 0.31% | No change | 8,504 | $669K |
| Arax Advisory Partners | 0.02% | Reduce -68.6% | 8,445 | $664K |
| Wedmont Private Capital | 0.02% | Add +5.0% | 8,262 | $663K |
| Courier Capital LLC | 0.04% | Reduce -0.0% | 8,416 | $662K |
| AE Wealth Management LLC | 0.00% | Add +9.2% | 8,227 | $647K |
| Waverly Advisors, LLC | 0.01% | Add +171.1% | 8,209 | $646K |
| American Trust Investment Advisors, LLC | 0.34% | No change | 8,045 | $633K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,825 | $616K |
| Lido Advisors, LLC | 0.00% | Add +0.4% | 8,326 | $609K |
| Portside Wealth Group, LLC | 0.08% | Add +81.1% | 7,741 | $609K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 7,741 | $609K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +48.6% | 7,718 | $607K |
| Main Street Research LLC | 0.03% | Add +4.6% | 7,696 | $605K |
| Thrivent Financial for Lutherans | 0.00% | Add +167.8% | 7,548 | $596K |
| Keel Point, LLC | 0.04% | Add +0.9% | 7,573 | $596K |
| Lazard Asset Management LLC | 0.00% | Reduce -5.5% | 13,130 | $593K |
| Monument Capital Management | 0.15% | Add +140.8% | 7,520 | $592K |
| Atlas Capital Advisors Inc. | 0.07% | — | 7,489 | $589K |
| GWN Securities Inc. | 0.12% | Add +32.5% | 7,366 | $580K |
| Natural Investments, LLC | 0.14% | Add +14.4% | 7,372 | $579K |
| Crumly & Associates Inc. | 0.12% | Reduce -0.6% | 7,311 | $575K |
| Fox Run Management, L.L.C. | 0.09% | Add +0.4% | 7,302 | $574K |
| SmartHarvest Portfolios, LLC | 0.20% | — | 7,296 | $574K |
| Earned Wealth Advisors, LLC | 0.04% | Add +6.2% | 7,177 | $565K |
| Riversedge Advisors, LLC | 0.09% | Reduce -2.1% | 7,072 | $556K |
| Advisory Services Network, LLC | 0.01% | Add +16.9% | 7,033 | $553K |
| Cromwell Holdings LLC | 0.30% | No change | 6,967 | $548K |
| a16z Perennial Management, L.P. | 0.04% | Add +12.5% | 6,810 | $536K |
| BSW Wealth Partners | 0.06% | Reduce -2.8% | 6,791 | $534K |
| OneDigital Investment Advisors LLC | 0.01% | Add +18.8% | 6,702 | $527K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.6% | 6,633 | $522K |
| Allworth Financial LP | 0.00% | Add +4.0% | 6,612 | $520K |
| Wealth Alliance, LLC | 0.05% | Add +71.4% | 6,572 | $517K |
| Net Worth Advisory Group | 0.10% | Add +2.3% | 6,466 | $509K |
| Principal Securities, Inc. | 0.01% | Add +26.1% | 6,443 | $507K |
| Basecamp Wealth Advisors LLC | 0.11% | — | 6,321 | $497K |
| Purkiss Capital Advisors LLC | 0.23% | Add +10.8% | 6,317 | $497K |
| Wealthspire Advisors, LLC | 0.00% | Add +860.7% | 6,302 | $496K |
| Carter Financial Group, INC. | 0.29% | Add +53.4% | 6,283 | $494K |
| Medallion Wealth Advisors, LLC | 0.17% | Reduce -3.2% | 6,280 | $494K |
| Moors & Cabot, Inc. | 0.02% | Reduce -7.9% | 6,278 | $494K |
| FineMark National Bank & Trust | 0.02% | No change | 6,200 | $488K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 6,145 | $483K |
| Calydon Capital | 0.08% | Reduce -3.3% | 6,042 | $475K |
| Sonoma Private Wealth LLC | 0.57% | Add +8.0% | 5,986 | $471K |
| Corient IA LP | 0.44% | Reduce -40.4% | 5,960 | $469K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,775 | $454K |
| Acorn Creek Capital LLC | 0.16% | Add +1.1% | 5,762 | $453K |
| Baldwin Investment Management, LLC | 0.05% | No change | 5,707 | $449K |
| Flputnam Investment Management Co. | 0.01% | Add +12.7% | 5,621 | $442K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.4% | 5,577 | $439K |
| Anchyra Partners LLC | 0.13% | — | 5,558 | $437K |
| SYM FINANCIAL Corp | 0.04% | Add +0.4% | 5,542 | $436K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 5,500 | $433K |
| Choate Investment Advisors | 0.01% | Reduce -10.5% | 5,488 | $432K |
| Benjamin Edwards Inc. | 0.00% | Add +7.6% | 5,463 | $430K |
| Venturi Wealth Management, LLC | 0.02% | Add +54.4% | 5,366 | $422K |
| OneAscent Family Office, LLC | 0.28% | New | 5,244 | $413K |
| Florida Trust Wealth Management Co | 0.01% | Add +4.1% | 5,232 | $412K |
| 55 North Private Wealth, LLC | 0.11% | — | 5,204 | $409K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -32.2% | 5,176 | $407K |
| Contravisory Investment Management, Inc. | 0.08% | Reduce -2.7% | 5,044 | $397K |
| Tiaa Trust, National Association | 0.00% | Add +5.2% | 4,961 | $390K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,930 | $388K |
| Werba Rubin Papier Wealth Management | 0.10% | Reduce -3.0% | 4,912 | $386K |
| Ascentis Independent Advisors | 0.06% | Add +1.2% | 4,858 | $382K |
| Hilltop Holdings Inc. | 0.02% | Add +12.9% | 4,848 | $381K |
| Canopy Partners, LLC | 0.12% | Add +1.0% | 4,809 | $378K |
| AlTi Global, Inc. | 0.01% | Add +17.9% | 4,798 | $377K |
| Advisors Preferred, LLC | 0.06% | Reduce -75.6% | 4,686 | $377K |
| Foster Group, Inc. | 0.01% | Add +2.3% | 4,776 | $376K |
| Norden Group LLC | 0.04% | Add +65.1% | 4,744 | $373K |
| Sage Mountain Advisors LLC | 0.02% | Add +0.2% | 4,711 | $371K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -7.3% | 4,685 | $369K |
| Greenspring Advisors, LLC | 0.02% | New | 4,634 | $365K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.7% | 4,583 | $361K |
| Ewa, LLC | 0.09% | Add +16.4% | 4,551 | $358K |
| Seven Mile Advisory | 0.06% | Reduce -12.6% | 4,509 | $355K |
| Certuity, LLC | 0.02% | Add +0.9% | 4,496 | $354K |
| Nilsine Partners, LLC | 0.03% | Add +5.3% | 4,338 | $341K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +21.0% | 4,270 | $336K |
| Fred Alger Management, LLC | 0.00% | New | 4,257 | $335K |
| Modern Wealth Management, LLC | 0.01% | Add +33.7% | 4,253 | $335K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,222 | $332K |
| Xponance LLC | 0.00% | Add +11.3% | 4,215 | $332K |
| HUB Investment Partners, LLC | 0.01% | Add +33.9% | 4,213 | $331K |
| Manske Wealth Management | 0.10% | Reduce -10.6% | 4,198 | $330K |
| Resonant Capital Advisors, LLC | 0.02% | Add +2.8% | 4,195 | $330K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -11.0% | 4,152 | $327K |
| Rehmann Capital Advisory Group | 0.02% | New | 4,084 | $322K |
| Manchester Capital Management LLC | 0.04% | Add +122.6% | 4,092 | $322K |
| WealthTrust Axiom LLC | 0.08% | No change | 4,075 | $321K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -24.8% | 4,045 | $318K |
| StoneX Group Inc. | 0.01% | Reduce -42.6% | 4,037 | $318K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -9.6% | 4,004 | $315K |
| Weil Company, Inc. | 0.07% | No change | 4,000 | $315K |
| Sunpointe, LLC | 0.10% | No change | 3,965 | $312K |
| D'Orazio & Associates, Inc. | 0.04% | Add +0.3% | 3,964 | $312K |
| First Citizens Bank & Trust Co. | 0.01% | Add +6.1% | 3,960 | $312K |
| Westerkirk Capital Inc. | 0.03% | Reduce -53.7% | 3,954 | $311K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.5% | 3,936 | $310K |
| Flatrock Wealth Partners LLC | 0.15% | — | 3,921 | $308K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,913 | $308K |
| Texas Yale Capital Corp. | 0.01% | Add +21.9% | 3,900 | $307K |
| Jump Financial, LLC | 0.00% | New | 3,900 | $307K |
| Samalin Investment Counsel, LLC | 0.11% | Add +0.6% | 3,899 | $307K |
| Syverson Strege & Co | 0.07% | Reduce -1.3% | 3,852 | $303K |
| Pure Financial Advisors, LLC | 0.00% | Add +28.4% | 3,815 | $300K |
| Evoke Wealth, LLC | 0.01% | Add +28.7% | 3,777 | $297K |
| Stephens Inc. | 0.00% | New | 3,722 | $293K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 3,713 | $292K |
| Curi Capital, LLC | 0.01% | Reduce -0.8% | 3,696 | $291K |
| Tower Wealth Partners, Inc. | 0.16% | Add +1.5% | 3,689 | $290K |
| Argyle Capital Management, LLC | 0.10% | No change | 3,650 | $287K |
| Icon Wealth Advisors, LLC | 0.02% | Add +80.3% | 3,455 | $272K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.5% | 3,437 | $270K |
| Savvy Advisors, Inc. | 0.01% | New | 3,407 | $268K |
| LVW Advisors, LLC | 0.03% | New | 3,400 | $267K |
| Diversified Trust Co. | 0.00% | Add +12.7% | 3,379 | $266K |
| International Assets Investment Management, LLC | 0.02% | New | 3,358 | $264K |
| Fulcrum Equity Management | 0.25% | Add +3.0% | 3,352 | $264K |
| Symphony Financial Services, Inc. | 0.14% | No change | 3,346 | $263K |
| Hoxton Planning & Management, LLC | 0.08% | New | 3,344 | $263K |
| Sovran Advisors, LLC | 0.02% | Reduce -2.7% | 3,161 | $262K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.9% | 3,286 | $259K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,270 | $257K |
| V-Square Quantitative Management LLC | 0.03% | New | 3,258 | $256K |
| Prospect Financial Group LLC | 0.24% | Reduce -0.1% | 3,253 | $256K |
| Greenup Street Wealth Management LLC | 0.04% | Reduce -12.8% | 3,243 | $255K |
| Papamarkou Wellner Asset Management inc. | 0.15% | New | 3,230 | $254K |
| Accuvest Global Advisors | 0.19% | New | 3,213 | $253K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,826 | $252K |
| Seeds Investor LLC | 0.05% | Reduce -0.2% | 3,159 | $249K |
| Partners Wealth Management, LLC | 0.26% | Reduce -12.4% | 3,150 | $248K |
| Wexford Capital LP | 0.06% | New | 3,141 | $247K |
| Seed Wealth Management, Inc. | 0.17% | Reduce -8.8% | 3,130 | $246K |
| TD Private Client Wealth LLC | 0.01% | Add +113.9% | 3,082 | $242K |
| August Group Capital Ltd | 0.27% | — | 3,062 | $241K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,059 | $241K |
| FMB Wealth Management | 0.09% | No change | 3,010 | $237K |
| Commerce Bank | 0.00% | No change | 3,010 | $237K |
| Interchange Capital Partners, LLC | 0.04% | New | 3,007 | $237K |
| Tranquilli Financial Advisor LLC | 0.14% | New | 2,990 | $235K |
| Echo45 Advisors LLC | 0.13% | Reduce -5.6% | 2,962 | $233K |
| Klingman & Associates, LLC | 0.01% | New | 2,943 | $232K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,933 | $231K |
| Ariadne Wealth Management, LP | 0.10% | Reduce -6.8% | 2,655 | $230K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,805 | $229K |
| Insigneo Advisory Services, LLC | 0.02% | New | 2,903 | $228K |
| Intergy Private Wealth, LLC | 0.07% | New | 2,902 | $228K |
| Tidal Investments LLC | 0.00% | Reduce -3.6% | 2,891 | $227K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -10.8% | 2,861 | $225K |
| Braun-Bostich & Associates Inc. | 0.13% | Reduce -12.1% | 2,749 | $216K |
| Rexford Capital Inc. | 0.16% | No change | 2,713 | $213K |
| Xxi Wealth, LLC | 0.13% | — | 2,710 | $213K |
| SVB Wealth LLC | 0.01% | New | 2,668 | $210K |
| Baker Tilly Wealth Management, LLC | 0.05% | New | 2,659 | $209K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.3% | 2,658 | $209K |
| Addison Advisors LLC | 0.05% | Add +0.5% | 2,642 | $208K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,578 | $203K |
| Edgar Lomax Co. | 0.02% | No change | 12,845 | $203K |
| Legacy Wealth Partners, LLC | 0.05% | — | 2,565 | $202K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,547 | $200K |
| Regions Financial Corp. | 0.00% | Reduce -91.2% | 2,547 | $200K |
| Brio Consultants, LLC | 0.03% | New | 2,547 | $200K |
| Diversified Enterprises, LLC | 0.01% | New | 2,543 | $200K |
| JCIC Asset Management Inc. | 0.06% | Add +7.9% | 2,527 | $199K |
| Nisa Investment Advisors, LLC | 0.00% | Add +14.3% | 2,166 | $170K |
| Bessemer Group Inc. | 0.00% | Add +56.4% | 1,883 | $148K |
| Bruce G. Allen Investments, LLC | 0.10% | No change | 1,866 | $147K |
| Huntington National Bank | 0.00% | Add +43.1% | 1,846 | $145K |
| Blue Trust, Inc. | 0.00% | Reduce -21.0% | 1,691 | $133K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,690 | $133K |
| Brown Brothers Harriman & Co. | 0.00% | Add +724.9% | 1,625 | $128K |
| Rothschild Investment LLC | 0.01% | Add +1.3% | 1,615 | $127K |
| Fifth Third Bancorp | 0.00% | Reduce -22.5% | 1,591 | $125K |
| Grove Bank & Trust | 0.01% | Reduce -2.9% | 1,590 | $125K |
| UMB Bank, n.a. | 0.00% | Add +11.9% | 1,588 | $125K |
| CoreCap Advisors, LLC | 0.00% | Add +256.7% | 1,534 | $121K |
| Salomon & Ludwin, LLC | 0.01% | Add +12.5% | 1,418 | $115K |
| Bogart Wealth, LLC | 0.00% | Reduce -6.0% | 1,227 | $97K |
| IFP Advisors, Inc | 0.00% | Reduce -61.2% | 1,225 | $96K |
| SageView Advisory Group, LLC | 0.00% | New | 1,198 | $94K |
| Private Trust Co. NA | 0.01% | Add +18.5% | 1,171 | $92K |
| Parkside Financial Bank & Trust | 0.01% | Add +51.1% | 1,156 | $91K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.9% | 1,139 | $90K |
| HM Payson & Co. | 0.00% | No change | 1,058 | $83K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,020 | $82K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 946 | $74K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $71K |
| Root Financial Partners, LLC | 0.00% | Add +46.9% | 896 | $70K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 874 | $69K |
| Spire Wealth Management | 0.00% | Add +4.5% | 867 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -75.3% | 854 | $67K |
| State of Wyoming | 0.01% | Add +1.2% | 814 | $64K |
| Hanson & Doremus Investment Management | 0.01% | No change | 809 | $64K |
| Berbice Capital Management LLC | 0.04% | No change | 800 | $63K |
| True Wealth Design, LLC | 0.02% | No change | 780 | $61K |
| Larson Financial Group LLC | 0.00% | Add +27.2% | 752 | $59K |
| Sound Income Strategies, LLC | 0.00% | Add +728.6% | 696 | $57K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +278.5% | 723 | $57K |
| Paradigm Asset Management Co. LLC | 0.01% | No change | 700 | $55K |
| MCF Advisors LLC | 0.00% | No change | 689 | $54K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -2.8% | 671 | $53K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.0% | 669 | $53K |
| Barclays PLC | 0.00% | Reduce -95.6% | 661 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +126.4% | 575 | $45K |
| Smithfield Trust Co | 0.00% | Add +18.5% | 564 | $44K |
| Cornerstone Planning Group LLC | 0.01% | Add +30.7% | 498 | $43K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 544 | $43K |
| SHP Wealth Management | 0.00% | — | 534 | $42K |
| Capital Analysts, LLC | 0.00% | No change | 501 | $40K |
| GW&K Investment Management, LLC | 0.00% | No change | 499 | $39K |
| Highline Wealth Partners LLC | 0.01% | Add +2.1% | 477 | $38K |
| Cape Investment Advisory, Inc. | 0.01% | Add +28.9% | 469 | $37K |
| Lanark Financial, Inc. | 0.00% | Reduce -67.6% | 435 | $34K |
| SJS Investment Consulting Inc. | 0.00% | New | 426 | $34K |
| Retirement Wealth Solutions LLC | 0.02% | Reduce -6.3% | 419 | $33K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 416 | $33K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -6.7% | 415 | $33K |
| Inlight Wealth Management, LLC | 0.01% | No change | 400 | $31K |
| Essential Partners LLC | 0.01% | Reduce -22.8% | 397 | $31K |
| Bell Investment Advisors, Inc | 0.00% | Add +136.4% | 383 | $30K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 369 | $29K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +287.1% | 329 | $26K |
| Fairscale Capital, LLC | 0.02% | No change | 321 | $25K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 310 | $24K |
| Raffa Wealth Management, LLC | 0.00% | Add +104.1% | 300 | $24K |
| Triumph Capital Management | 0.00% | New | 288 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 283 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 266 | $21K |
| Cornerstone Financial Management LLC | 0.02% | — | 264 | $21K |
| Signature Equity Partners, LLC | 0.01% | — | 261 | $21K |
| CX Institutional | 0.00% | Add +21.9% | 250 | $20K |
| Walleye Capital LLC | 0.00% | New | 249 | $20K |
| Manning & Napier Advisors LLC | 0.00% | New | 243 | $19K |
| Zions Bancorporation, National Association | 0.00% | Add +5.4% | 236 | $19K |
| Atwood & Palmer Inc. | 0.00% | No change | 233 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 219 | $17K |
| Trust Co. of Toledo NA | 0.00% | No change | 214 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 213 | $17K |
| MRP Capital Investments, LLC | 0.01% | No change | 200 | $16K |
| Costello Asset Management, INC | 0.01% | No change | 200 | $16K |
| Summit Securities Group LLC | 0.00% | No change | 200 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $15K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $15K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 181 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 180 | $14K |
| Bare Financial Services, Inc | 0.00% | Reduce -26.4% | 176 | $14K |
| Financial Consulate, Inc. | 0.00% | Add +15.2% | 174 | $14K |
| Federated Hermes, Inc. | 0.00% | Reduce -10.0% | 171 | $13K |
| Fortitude Family Office, LLC | 0.00% | No change | 169 | $13K |
| Roxbury Financial LLC | 0.01% | No change | 168 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 163 | $13K |
| DB Fitzpatrick & Co, Inc | 0.01% | Reduce -17.9% | 160 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 160 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 160 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 158 | $12K |
| Penserra Capital Management LLC | 0.00% | New | 162 | $12K |
| Wellington-Altus USA Inc. | 0.01% | — | 148 | $12K |
| YANKCOM Partnership | 0.01% | New | 148 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $12K |
| Ancora Advisors LLC | 0.00% | New | 145 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 143 | $11K |
| Independence Bank of Kentucky | 0.00% | New | 136 | $11K |
| CVA Family Office, LLC | 0.00% | No change | 136 | $11K |
| IMA Advisory Services, Inc. | 0.00% | New | 123 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 121 | $10K |
| Elyxium Wealth, LLC | 0.00% | New | 121 | $10K |
| North Star Investment Management Corp. | 0.00% | Add +536.8% | 121 | $10K |
| Rachor Investment Advisory Services, LLC | 0.01% | — | 120 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 111 | $9K |
| Bangor Savings Bank | 0.00% | New | 104 | $8K |
| Chesapeake Asset Management LLC | 0.01% | No change | 100 | $8K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $8K |
| ORG Partners LLC | 0.00% | No change | 98 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 93 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 83 | $7K |
| Kozak & Associates, Inc. | 0.00% | No change | 79 | $6K |
| Archer Investment Corp | 0.00% | No change | 80 | $6K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | — | 70 | $6K |
| Abound Wealth Management | 0.00% | Add +169.2% | 70 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 69 | $5K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 65 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 55 | $4K |
| Kilter Group LLC | 0.00% | Add +175.0% | 55 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -52.6% | 54 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | Add +4.0% | 52 | $4K |
| WealthCollab, LLC | 0.00% | No change | 52 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +142.9% | 51 | $4K |
| LRI Investments, LLC | 0.00% | No change | 51 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $4K |
| Wealth Watch Advisors, INC | 0.00% | Add +177.8% | 50 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 50 | $4K |
| Crewe Advisors LLC | 0.00% | Add +33.3% | 48 | $4K |
| Clean Yield Group | 0.00% | No change | 48 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 45 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 45 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 44 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 42 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 41 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 40 | $3K |
| JNBA Financial Advisors | 0.00% | New | 39 | $3K |
| Key Financial Inc | 0.00% | No change | 39 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 37 | $3K |
| MV Capital Management, Inc. | 0.00% | New | 36 | $3K |
| Rossby Financial, LCC | 0.00% | Add +140.0% | 36 | $3K |
| CENTRAL TRUST Co | 0.00% | Add +16.7% | 35 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 35 | $3K |
| Quaker Wealth Management, LLC | 0.00% | New | 34 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 34 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 34 | $3K |
| XY Capital Ltd | 0.00% | New | 33 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | New | 31 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 26 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 25 | $2K |
| TD Capital Management LLC | 0.00% | New | 23 | $2K |
| Caitlin John, LLC | 0.00% | No change | 16 | $1K |
| Dogwood Wealth Management LLC | 0.00% | Add +166.7% | 16 | $1K |
| Trust Co | 0.00% | New | 12 | $944 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 11 | $865 |
| Stone House Investment Management, LLC | 0.00% | New | 11 | $865 |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 11 | $865 |
| Toth Financial Advisory Corp. | 0.00% | New | 6 | $473 |
| Alerus Financial NA | 0.00% | No change | 1 | $79 |
| Kingdom Financial Group LLC. | 0.00% | New | 1 | $68 |
| Tsfg, LLC | 0.00% | New | 5 | $0 |
"% 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.