HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q1 2026 (March 31)646holders +30
77new positions
46sold out
6famous investors
$82.49avg. 13F price*
At the end of Q1 2026, 646 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 30 from Q4 2025. 77 opened new positions and 46 sold out. The largest holders were Fisher Asset Management ($1.5B), Dimensional Fund Advisors LP ($822.6M) and Morgan Stanley ($631.7M). 6 famous investors held it, including Ken Fisher (0.5% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q1 2026)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $66.8M |
| Exits | 46 | $62.1M |
All 13F filers, Q4 2025 → Q1 2026: 6,886,879 shares bought and 4,795,760 shares sold, net +2,091,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 646 holders
| Fisher Asset Management | 0.51% | Add +2.3% | 18,202,800 | $1.5B |
| Dimensional Fund Advisors LP | 0.17% | Reduce -3.8% | 9,972,221 | $822.6M |
| Morgan Stanley | 0.04% | Add +2.3% | 7,658,493 | $631.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -21.7% | 4,630,433 | $382.0M |
| FMR LLC | 0.02% | Add +20.2% | 3,776,696 | $311.5M |
| Northern Trust Corp. | 0.03% | Add +1.3% | 3,047,482 | $251.4M |
| Sanders Capital, LLC | 0.28% | Reduce -2.8% | 2,807,030 | $231.6M |
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 2,563,845 | $211.5M |
| Bank of America Corp. | 0.01% | Add +5.5% | 2,385,883 | $196.8M |
| American Century Companies Inc. | 0.07% | Add +15.8% | 1,667,686 | $137.6M |
| Clearbridge Investments, LLC | 0.11% | Add +6.7% | 1,539,807 | $127.0M |
| Royal Bank of Canada | 0.02% | Add +17.3% | 1,304,192 | $107.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.18% | Add +30.9% | 936,567 | $77.3M |
| O'shaughnessy Asset Management, LLC | 0.26% | Add +7.3% | 633,809 | $52.3M |
| UBS Group AG | 0.01% | Add +70.4% | 608,194 | $50.2M |
| Cookson Peirce & Co. Inc. | 2.07% | Reduce -3.3% | 593,877 | $49.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +19.4% | 579,607 | $47.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 551,177 | $45.4M |
| Quantinno Capital Management LP | 0.07% | Add +20.9% | 525,775 | $43.4M |
| Renaissance Technologies | 0.07% | Add +391.6% | 524,122 | $43.2M |
| First Trust Advisors LP | 0.03% | Add +1.4% | 500,505 | $41.3M |
| Contrarian Capital Management, L.L.C. | 11.13% | Reduce -62.0% | 481,063 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +34.4% | 469,123 | $38.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.3% | 464,649 | $38.3M |
| JPMorgan Chase & Co. | 0.00% | Add +36.1% | 481,751 | $38.2M |
| Crossmark Global Holdings, Inc. | 0.54% | Reduce -4.8% | 444,475 | $36.7M |
| Citigroup Inc. | 0.02% | Add +1728.3% | 415,108 | $34.2M |
| Natixis Advisors, LLC | 0.05% | Reduce -0.1% | 406,801 | $33.6M |
| LPL Financial LLC | 0.01% | Reduce -1.7% | 377,367 | $31.1M |
| Marshall Wace, LLP | 0.03% | Add +100.2% | 338,412 | $27.9M |
| Bank of Montreal | 0.01% | Add +130.2% | 336,940 | $27.8M |
| AQR Capital Management | 0.01% | Add +11.4% | 328,625 | $27.1M |
| Creative Planning | 0.02% | Reduce -0.5% | 316,683 | $26.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 314,818 | $26.0M |
| Jane Street Group, LLC | 0.03% | Add +492.1% | 312,086 | $25.7M |
| Millennium Management | 0.02% | Reduce -41.4% | 310,370 | $25.6M |
| BNP Paribas Financial Markets | 0.02% | Add +128.3% | 305,338 | $25.2M |
| 1832 Asset Management L.P. | 0.03% | Reduce -2.2% | 291,683 | $24.1M |
| Abc Arbitrage SA | 3.11% | Reduce -21.4% | 283,097 | $23.4M |
| Susquehanna International Group, LLP | 0.03% | Add +749.2% | 258,475 | $21.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.1% | 255,494 | $21.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +843.7% | 242,762 | $20.0M |
| QRG Capital Management, Inc. | 0.20% | Add +4.0% | 233,194 | $19.2M |
| Mariner, LLC | 0.02% | Add +6.7% | 218,893 | $18.0M |
| Capital Fund Management S.A. | 0.16% | Reduce -18.3% | 216,957 | $17.9M |
| Foresight Global Investors, Inc. | 11.31% | Reduce -28.0% | 211,095 | $17.4M |
| Franklin Resources Inc. | 0.00% | Reduce -19.3% | 210,569 | $17.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +1.2% | 206,234 | $17.0M |
| Beck Bode, LLC | 2.86% | New | 204,934 | $16.9M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -44.2% | 201,660 | $16.6M |
| Promethos Capital, LLC | 4.41% | Reduce -0.2% | 199,092 | $16.4M |
| Captrust Financial Advisors | 0.03% | Add +695.2% | 187,427 | $15.5M |
| Pathstone Holdings, LLC | 0.06% | Add +5.6% | 176,236 | $14.6M |
| Ritholtz Wealth Management | 0.25% | Add +8.7% | 174,773 | $14.4M |
| Cwm, LLC | 0.04% | Reduce -5.3% | 173,240 | $14.3M |
| US Bancorp \de | 0.02% | Add +3.8% | 172,327 | $14.2M |
| American Assets Investment Management, LLC | 0.93% | No change | 166,918 | $13.8M |
| Ethic Inc. | 0.21% | Add +2.6% | 158,702 | $13.1M |
| Two Sigma Investments, LP | 0.01% | New | 148,299 | $12.2M |
| Sei Investments Co. | 0.01% | Add +3.2% | 142,229 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +10.2% | 137,585 | $11.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -5.0% | 137,925 | $11.4M |
| Old Mission Capital LLC | 0.27% | Add +191.3% | 137,845 | $11.4M |
| Tredje AP-fonden | 0.06% | Add +54.1% | 133,889 | $11.0M |
| Cerity Partners LLC | 0.02% | Add +8.0% | 129,896 | $10.7M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Reduce -1.0% | 129,488 | $10.7M |
| M&T Bank Corp | 0.03% | Add +0.2% | 120,532 | $9.9M |
| Vident Advisory, LLC | 0.08% | Add +57.9% | 116,003 | $9.6M |
| Manatuck Hill Partners, LLC | 2.90% | No change | 107,448 | $8.9M |
| Citadel Advisors | 0.01% | Add +51.9% | 104,866 | $8.7M |
| MML Investors Services, LLC | 0.02% | Reduce -15.3% | 104,460 | $8.6M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +4.0% | 102,919 | $8.5M |
| Brooklyn Investment Group | 0.26% | Add +34.2% | 102,274 | $8.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.18% | Add +2.0% | 99,451 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -21.9% | 95,295 | $7.9M |
| Barclays PLC | 0.00% | Add +14224.2% | 94,683 | $7.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +22.0% | 93,856 | $7.7M |
| Truist Financial Corp. | 0.01% | Add +2.2% | 89,375 | $7.4M |
| National Bank of Canada | 0.01% | Reduce -24.5% | 87,301 | $7.2M |
| HRT Financial LP | 0.02% | Reduce -50.7% | 86,944 | $7.2M |
| Neuberger Berman Group LLC | 0.01% | Add +32.4% | 83,222 | $6.9M |
| Callan Family Office, LLC | 0.15% | Add +1.4% | 79,568 | $6.6M |
| Factory Mutual Insurance Co. | 0.07% | No change | 77,552 | $6.4M |
| Naviter Wealth, LLC | 0.80% | Add +4.1% | 75,156 | $6.4M |
| Compound Planning, Inc. | 0.19% | Add +1.7% | 75,875 | $6.3M |
| Americana Partners, LLC | 0.16% | Add +36.8% | 74,548 | $6.1M |
| Cetera Investment Advisers | 0.01% | Add +7.2% | 74,492 | $6.1M |
| Hennessy Advisors Inc. | 0.22% | Reduce -28.4% | 72,200 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.6% | 70,960 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.8% | 69,462 | $5.7M |
| NewEdge Wealth, LLC | 0.07% | Add +6.0% | 67,698 | $5.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -25.1% | 64,196 | $5.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.27% | Reduce -6.4% | 63,021 | $5.2M |
| Gradient Investments LLC | 0.08% | Add +120.2% | 60,673 | $5.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -4.1% | 59,204 | $4.9M |
| Old Port Advisors | 1.12% | Reduce -0.9% | 59,040 | $4.9M |
| Signaturefd, LLC | 0.07% | Reduce -1.3% | 58,089 | $4.8M |
| Ieq Capital, LLC | 0.02% | Add +14.0% | 56,648 | $4.7M |
| Vise Technologies, Inc. | 0.09% | No change | 58,865 | $4.6M |
| Limestone Investment Advisors LP | 2.27% | No change | 56,037 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +34.6% | 55,786 | $4.6M |
| GMO | 0.01% | Reduce -43.9% | 55,390 | $4.6M |
| Hantz Financial Services, Inc. | 0.07% | Add +16.1% | 54,678 | $4.5M |
| Rhumbline Advisers | 0.00% | Add +6.4% | 54,293 | $4.5M |
| Cibc World Market Inc. | 0.01% | Add +6.6% | 53,905 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +12.3% | 53,273 | $4.4M |
| Jackson Wealth Management, LLC | 0.45% | Add +0.0% | 52,892 | $4.4M |
| Corient Private Wealth LP | 0.01% | Add +10.7% | 52,749 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +442.8% | 50,430 | $4.2M |
| Catalyst Capital Advisors LLC | 0.08% | Reduce -6.1% | 49,900 | $4.1M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -18.6% | 43,734 | $3.6M |
| DAVENPORT & Co LLC | 0.02% | Add +8.2% | 43,702 | $3.6M |
| Aaron Wealth Advisors LLC | 0.21% | Add +32.4% | 43,102 | $3.6M |
| Park Avenue Securities LLC | 0.03% | New | 42,954 | $3.5M |
| Myriad Asset Management Advisors LLC | 1.03% | New | 41,198 | $3.5M |
| TrueMark Investments, LLC | 0.67% | Add +14.1% | 41,955 | $3.5M |
| Opal Capital LLC | 0.61% | Add +14.0% | 41,955 | $3.5M |
| Horizon Investments, LLC | 0.04% | Add +108.5% | 39,512 | $3.3M |
| Keybank National Association | 0.01% | Add +134.4% | 39,060 | $3.2M |
| Stamos Capital Partners, L.P. | 0.50% | Add +3.1% | 38,573 | $3.2M |
| AMJ Financial Wealth Management | 0.75% | Add +19.3% | 38,467 | $3.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +27.3% | 37,589 | $3.2M |
| Bessemer Group Inc. | 0.00% | Add +1921.0% | 38,056 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.4% | 37,223 | $3.1M |
| Qtron Investments LLC | 0.41% | Add +0.1% | 36,970 | $3.0M |
| &partners | 0.01% | Add +12.7% | 35,190 | $3.0M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 36,703 | $3.0M |
| Aquatic Capital Management LLC | 0.09% | New | 36,677 | $3.0M |
| LSV Asset Management | 0.01% | No change | 35,828 | $3.0M |
| Focus Partners Wealth | 0.00% | Add +29.1% | 33,961 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +8.9% | 34,785 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Add +9.2% | 34,119 | $2.8M |
| Scotia Capital Inc. | 0.01% | Reduce -0.0% | 33,903 | $2.8M |
| Summit Trail Advisors, LLC | 0.04% | Add +552.1% | 33,754 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Reduce -10.4% | 33,642 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.2% | 31,295 | $2.6M |
| Exencial Wealth Advisors, LLC | 0.08% | Add +10.5% | 31,948 | $2.6M |
| Raelipskie Partnership | 1.10% | Reduce -7.0% | 31,465 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -11.3% | 31,401 | $2.6M |
| Sowell Financial Services LLC | 0.10% | Reduce -1.1% | 31,258 | $2.6M |
| Mgo One Seven LLC | 0.05% | Reduce -6.4% | 30,370 | $2.5M |
| Prospera Financial Services Inc | 0.04% | Reduce -41.2% | 30,125 | $2.5M |
| Credit Agricole S A | 0.01% | Reduce -18.5% | 30,123 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.6% | 30,105 | $2.5M |
| Syon Capital LLC | 0.12% | Add +1.8% | 29,675 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -26.1% | 29,477 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Reduce -12.0% | 28,595 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Add +2.5% | 28,472 | $2.3M |
| Acadian Asset Management LLC | 0.00% | Reduce -47.1% | 27,902 | $2.3M |
| Choreo, LLC | 0.03% | Add +4.6% | 27,521 | $2.3M |
| Wedbush Securities Inc. | 0.07% | Reduce -3.2% | 27,519 | $2.3M |
| Savant Capital, LLC | 0.01% | Add +10.1% | 27,385 | $2.3M |
| Pekin Hardy Strauss, Inc. | 0.23% | Reduce -1.5% | 27,108 | $2.2M |
| Quadrant Capital Group LLC | 0.07% | Reduce -1.2% | 27,074 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +17.2% | 26,876 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -6.2% | 26,351 | $2.2M |
| Smartleaf Asset Management LLC | 0.08% | Add +5.1% | 27,434 | $2.2M |
| Checchi Capital Advisers, LLC | 0.15% | Reduce -1.4% | 26,192 | $2.2M |
| Evergreen Capital Management LLC | 0.05% | Add +8.6% | 25,421 | $2.2M |
| Kathmere Capital Management, LLC | 0.13% | Add +18.3% | 25,654 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.0% | 25,105 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 24,874 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Reduce -1.9% | 24,658 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Reduce -0.9% | 24,118 | $2.0M |
| Pzena Investment Management LLC | 0.01% | Add +4.6% | 23,950 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +2.4% | 23,662 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -52.9% | 23,427 | $1.9M |
| Ted Buchan & Co | 0.70% | Add +4.8% | 23,296 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.5% | 23,259 | $1.9M |
| Systematic Alpha Investments, LLC | 0.07% | No change | 23,000 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +7.9% | 22,863 | $1.9M |
| Westwood Holdings Group Inc. | 0.01% | New | 22,720 | $1.9M |
| Gabelli Funds LLC | 0.01% | No change | 22,700 | $1.9M |
| Evolve Private Wealth, LLC | 0.10% | Add +6.4% | 22,542 | $1.9M |
| Orleans Capital Management Corp. | 1.26% | Add +4.5% | 22,528 | $1.9M |
| Aperture Investors, LLC | 0.23% | New | 22,528 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.4% | 22,511 | $1.9M |
| Mitchell & Pahl Private Wealth, LLC | 0.75% | Reduce -1.8% | 22,478 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -74.0% | 21,714 | $1.9M |
| Cornerstone Planning, LLC | 0.41% | New | 22,085 | $1.8M |
| NorthCoast Asset Management LLC | 0.04% | Add +4.2% | 22,078 | $1.8M |
| IMC-Chicago, LLC | 0.03% | New | 21,948 | $1.8M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -6.2% | 21,825 | $1.8M |
| Founders Financial Securities LLC | 0.10% | Add +4.1% | 19,779 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -4.0% | 21,038 | $1.7M |
| Earnest Partners LLC | 0.01% | Reduce -30.8% | 20,995 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +2.5% | 20,142 | $1.7M |
| Aprio Wealth Management, LLC | 0.09% | Add +3.2% | 20,423 | $1.7M |
| Abel Hall, LLC | 0.35% | Reduce -10.4% | 20,017 | $1.7M |
| RBF Capital, LLC | 0.08% | No change | 20,000 | $1.6M |
| Virtu Financial LLC | 0.07% | Add +44.6% | 19,960 | $1.6M |
| DRW Securities, LLC | 0.09% | Reduce -46.0% | 19,943 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | New | 19,530 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 19,464 | $1.6M |
| PCM Encore, LLC | 0.32% | Add +5.9% | 19,142 | $1.6M |
| Foresight Capital Management Advisors, Inc. | 0.87% | Reduce -17.0% | 19,045 | $1.6M |
| Marks Group Wealth Management, Inc | 0.15% | Add +1.1% | 18,951 | $1.6M |
| Versant Capital Management, Inc | 0.15% | Add +23.1% | 18,697 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.3% | 18,686 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +222.2% | 18,605 | $1.5M |
| SBI Securities Co., Ltd. | 0.04% | Add +2.3% | 18,333 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +90.8% | 18,807 | $1.5M |
| Simplex Trading, LLC | 0.05% | New | 17,986 | $1.5M |
| Foundations Investment Advisors, LLC | 0.02% | Add +4.3% | 17,980 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +10.5% | 17,913 | $1.5M |
| Ellevest, Inc. | 0.20% | Reduce -2.0% | 17,861 | $1.5M |
| Greenleaf Trust | 0.01% | Reduce -0.5% | 17,829 | $1.5M |
| PDS Planning, Inc | 0.09% | Add +1.4% | 16,851 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +23.2% | 16,222 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.09% | Reduce -1.5% | 16,160 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +2.3% | 16,146 | $1.3M |
| Invesco Ltd. | 0.00% | Add +57.1% | 16,042 | $1.3M |
| Fig Financial Advisory Services Inc. | 0.80% | New | 15,534 | $1.3M |
| Henry James International Management Inc. | 0.46% | Add +4.5% | 15,380 | $1.3M |
| GAMMA Investing LLC | 0.06% | Add +9.3% | 15,217 | $1.3M |
| Soltis Investment Advisors LLC | 0.08% | Add +2.3% | 15,213 | $1.3M |
| Abacus Wealth Partners, LLC | 0.11% | Reduce -0.2% | 15,183 | $1.3M |
| State Street Corp. | 0.00% | No change | 14,767 | $1.3M |
| Profund Advisors LLC | 0.04% | Reduce -13.5% | 14,590 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +14.4% | 14,350 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +3.8% | 14,220 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +14.1% | 14,099 | $1.2M |
| Parallax Volatility Advisers, L.P. | 0.06% | Reduce -78.5% | 12,642 | $1.1M |
| Cherokee Insurance Co | 0.42% | No change | 13,545 | $1.1M |
| Everstar Asset Management, LLC | 0.59% | Add +0.7% | 13,515 | $1.1M |
| Ascent Group, LLC | 0.04% | Add +9.2% | 13,489 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -16.0% | 12,997 | $1.1M |
| LVW Advisors, LLC | 0.11% | Add +290.5% | 13,277 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.8% | 13,222 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | Add +4.1% | 13,078 | $1.1M |
| Henshaw Capital LLC | 0.04% | No change | 12,880 | $1.1M |
| Composition Wealth, LLC | 0.01% | Reduce -16.1% | 12,874 | $1.1M |
| Trust Point Inc. | 0.09% | Add +20.1% | 12,773 | $1.1M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.05% | Add +13.9% | 12,736 | $1.1M |
| Sage Rhino Capital LLC | 0.19% | Add +0.2% | 12,560 | $1.0M |
| Lester Murray Antman dba SimplyRich | 0.26% | Add +0.5% | 12,504 | $1.0M |
| Cornerstone Select Advisors, LLC | 0.65% | Reduce -0.9% | 12,488 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.03% | Add +33.1% | 12,450 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +61.0% | 12,429 | $1.0M |
| May Hill Capital, LLC | 0.26% | Add +5.8% | 12,386 | $1.0M |
| Frec Markets, Inc. | 0.17% | Add +35.4% | 12,190 | $1.0M |
| Everest Financial Group LLC | 0.16% | No change | 12,067 | $995K |
| Themes Management Co LLC | 0.61% | Reduce -1.2% | 12,052 | $994K |
| Fiera Capital Corp | 0.00% | Add +9.2% | 11,996 | $990K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +4.7% | 11,862 | $978K |
| World Investment Advisors | 0.02% | Add +4.2% | 11,780 | $972K |
| Delta Financial Advisors LLC | 0.25% | No change | 11,534 | $951K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.9% | 11,521 | $950K |
| Legacy Wealth Asset Management, LLC | 0.23% | Reduce -1.1% | 11,421 | $942K |
| Gryphon Financial Partners LLC | 0.10% | Add +12.1% | 11,402 | $941K |
| Cordatus Wealth Management LLC | 0.22% | Add +0.4% | 11,362 | $937K |
| Independent Advisor Alliance | 0.01% | Reduce -6.1% | 10,900 | $899K |
| Rational Advisors, Inc. | 0.09% | Add +7.5% | 10,534 | $869K |
| Legacy Capital Group California, Inc. | 0.33% | Reduce -15.4% | 10,476 | $864K |
| Ascentis Independent Advisors | 0.06% | Add +113.7% | 10,379 | $856K |
| Chelsea Counsel Co. | 0.38% | No change | 10,100 | $856K |
| Five Oceans Advisors | 0.31% | No change | 10,361 | $855K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +0.2% | 10,288 | $849K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.1% | 10,249 | $845K |
| Traveka Wealth, LLC | 0.32% | No change | 10,110 | $834K |
| Blair William & Co. | 0.00% | Reduce -1.5% | 9,846 | $812K |
| Drive Wealth Management, LLC | 0.17% | Add +0.1% | 9,322 | $790K |
| SeaBridge Investment Advisors LLC | 0.13% | Reduce -0.5% | 9,469 | $781K |
| West Family Investments, Inc. | 0.27% | Reduce -59.0% | 9,455 | $780K |
| Deutsche Bank AG | 0.00% | No change | 9,412 | $776K |
| Papamarkou Wellner Asset Management inc. | 0.47% | Add +189.5% | 9,352 | $771K |
| Wedmont Private Capital | 0.02% | Add +3.1% | 8,520 | $769K |
| Westover Capital Advisors, LLC | 0.14% | Add +1.3% | 9,313 | $768K |
| Optas, LLC | 0.12% | Reduce -1.4% | 9,298 | $767K |
| Lido Advisors, LLC | 0.00% | Add +8.8% | 9,059 | $764K |
| Commerce Bank | 0.00% | Add +206.1% | 9,212 | $760K |
| Venturi Wealth Management, LLC | 0.03% | Add +69.5% | 9,095 | $750K |
| HighMark Wealth Management LLC | 0.30% | No change | 9,008 | $743K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.7% | 8,916 | $736K |
| Mission Wealth Management, LP | 0.02% | Reduce -2.4% | 8,852 | $730K |
| Tepp RIA, LLC | 0.57% | Reduce -12.1% | 8,849 | $730K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -2.4% | 8,043 | $729K |
| AE Wealth Management LLC | 0.00% | Add +6.5% | 8,762 | $723K |
| American Trust Investment Advisors, LLC | 0.40% | Add +8.8% | 8,755 | $722K |
| Allie Family Office LLC | 0.31% | No change | 8,504 | $719K |
| Portside Wealth Group, LLC | 0.10% | Add +12.4% | 8,702 | $718K |
| CenterStar Asset Management, LLC | 0.69% | New | 8,632 | $712K |
| Sivia Capital Partners, LLC | 0.14% | Reduce -45.9% | 8,526 | $703K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +33.3% | 8,189 | $695K |
| Thrivent Financial for Lutherans | 0.00% | Add +9.5% | 8,264 | $675K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +4.5% | 8,087 | $667K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.6% | 8,076 | $666K |
| Ignite Planners, LLC | 0.10% | Reduce -4.0% | 7,946 | $654K |
| Wealthstar Advisors, LLC | 0.39% | Reduce -18.3% | 7,903 | $652K |
| GWN Securities Inc. | 0.12% | Add +6.8% | 7,869 | $649K |
| Wealth Alliance, LLC | 0.06% | Add +19.5% | 7,853 | $648K |
| Diversify Wealth Management, LLC | 0.01% | Add +158.6% | 7,254 | $648K |
| Cresset Asset Management, LLC | 0.00% | Add +38.0% | 7,698 | $647K |
| Hexagon Capital Partners LLC | 0.09% | New | 7,769 | $641K |
| Main Street Research LLC | 0.04% | Add +0.5% | 7,733 | $638K |
| Advisory Services Network, LLC | 0.01% | Add +8.8% | 7,653 | $631K |
| Monument Capital Management | 0.16% | Add +1.1% | 7,601 | $627K |
| Earned Wealth Advisors, LLC | 0.04% | Add +4.0% | 7,463 | $616K |
| Natural Investments, LLC | 0.15% | Reduce -1.1% | 7,290 | $601K |
| Courier Capital LLC | 0.03% | Reduce -13.7% | 7,266 | $599K |
| Purkiss Capital Advisors LLC | 0.26% | Add +14.4% | 7,227 | $596K |
| Riversedge Advisors, LLC | 0.10% | Add +2.2% | 7,226 | $596K |
| Havemeyer Place LP | 0.07% | Reduce -32.0% | 7,206 | $594K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -45.0% | 7,163 | $591K |
| Cromwell Holdings LLC | 0.33% | No change | 6,967 | $590K |
| SmartHarvest Portfolios, LLC | 0.25% | Reduce -2.2% | 7,138 | $589K |
| OneDigital Investment Advisors LLC | 0.01% | Add +6.4% | 7,133 | $588K |
| Crumly & Associates Inc. | 0.12% | Reduce -2.9% | 7,097 | $585K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.4% | 12,953 | $585K |
| Allworth Financial LP | 0.00% | Add +7.1% | 7,081 | $584K |
| New Republic Capital, LLC | 0.19% | Reduce -38.3% | 6,995 | $577K |
| Myriad Asset Management US LP | 0.86% | New | 6,949 | $573K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,902 | $569K |
| South Shore Capital Advisors | 0.41% | New | 6,850 | $565K |
| Fred Alger Management, LLC | 0.00% | Add +56.3% | 6,653 | $564K |
| Gallacher Capital Management LLC | 0.22% | Reduce -32.4% | 6,820 | $563K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.7% | 6,753 | $557K |
| 55 North Private Wealth, LLC | 0.14% | Add +27.3% | 6,626 | $547K |
| Principal Securities, Inc. | 0.01% | Add +1.1% | 6,516 | $538K |
| Seeds Investor LLC | 0.07% | Add +84.5% | 5,829 | $533K |
| Net Worth Advisory Group | 0.11% | Reduce -1.3% | 6,382 | $526K |
| First Affirmative Financial Network | 0.20% | — | 6,335 | $523K |
| Basecamp Wealth Advisors LLC | 0.11% | No change | 6,321 | $521K |
| Medallion Wealth Advisors, LLC | 0.17% | No change | 6,280 | $518K |
| Sonoma Private Wealth LLC | 0.63% | Add +3.9% | 6,221 | $513K |
| Anchyra Partners LLC | 0.15% | Add +10.5% | 6,142 | $507K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -44.8% | 6,136 | $506K |
| Flputnam Investment Management Co. | 0.01% | Add +7.9% | 6,065 | $500K |
| a16z Perennial Management, L.P. | 0.04% | Reduce -11.1% | 6,052 | $499K |
| XTX Topco Ltd | 0.01% | Reduce -81.3% | 6,050 | $499K |
| Calydon Capital | 0.08% | No change | 6,042 | $498K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.8% | 5,986 | $494K |
| Corient IA LP | 0.46% | No change | 5,960 | $492K |
| Acorn Creek Capital LLC | 0.17% | Add +1.6% | 5,853 | $483K |
| Benjamin Edwards Inc. | 0.00% | Add +5.0% | 5,734 | $473K |
| Gibbs Wealth Management | 0.06% | New | 5,720 | $472K |
| Brighton Jones LLC | 0.01% | New | 5,714 | $471K |
| Baldwin Investment Management, LLC | 0.06% | No change | 5,707 | $471K |
| BSW Wealth Partners | 0.06% | Reduce -16.2% | 5,693 | $470K |
| Modern Wealth Management, LLC | 0.01% | Add +29.1% | 5,489 | $469K |
| Avior Wealth Management, LLC | 0.01% | Add +14.4% | 5,639 | $465K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +43.9% | 5,631 | $465K |
| SYM FINANCIAL Corp | 0.05% | Add +0.7% | 5,580 | $460K |
| Choate Investment Advisors | 0.01% | Add +1.7% | 5,580 | $460K |
| Moors & Cabot, Inc. | 0.02% | Reduce -12.3% | 5,509 | $454K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 5,500 | $454K |
| Gsa Capital Partners LLP | 0.03% | New | 5,486 | $453K |
| Pure Financial Advisors, LLC | 0.01% | Add +43.3% | 5,468 | $451K |
| Norden Group LLC | 0.04% | Add +12.2% | 5,323 | $439K |
| Seven Mile Advisory | 0.31% | Add +16.5% | 5,251 | $433K |
| OneAscent Family Office, LLC | 0.30% | No change | 5,244 | $433K |
| Florida Trust Wealth Management Co | 0.01% | No change | 5,232 | $432K |
| Equitable Holdings, Inc. | 0.00% | New | 5,333 | $428K |
| Xxi Wealth, LLC | 0.24% | Add +91.3% | 5,183 | $428K |
| HUB Investment Partners, LLC | 0.01% | Add +22.6% | 5,163 | $426K |
| Zhang Financial LLC | 0.01% | New | 5,139 | $424K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +11.9% | 5,130 | $423K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.8% | 5,107 | $421K |
| Greenspring Advisors, LLC | 0.02% | Add +6.7% | 4,944 | $408K |
| V-Square Quantitative Management LLC | 0.04% | Add +50.9% | 4,915 | $405K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -0.2% | 4,901 | $404K |
| Rehmann Capital Advisory Group | 0.02% | Add +19.4% | 4,877 | $402K |
| Foster Group, Inc. | 0.01% | Add +1.9% | 4,865 | $401K |
| Quantbot Technologies LP | 0.02% | New | 4,824 | $398K |
| Canopy Partners, LLC | 0.14% | No change | 4,809 | $397K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +11.2% | 4,750 | $392K |
| Resonant Capital Advisors, LLC | 0.02% | Add +8.1% | 4,535 | $386K |
| Contravisory Investment Management, Inc. | 0.08% | Reduce -7.5% | 4,668 | $385K |
| Brown Advisory Inc. | 0.00% | New | 4,647 | $383K |
| Nilsine Partners, LLC | 0.03% | Reduce -1.8% | 4,258 | $383K |
| Ewa, LLC | 0.09% | Add +1.6% | 4,623 | $381K |
| Xponance LLC | 0.00% | Add +8.9% | 4,590 | $379K |
| Savvy Advisors, Inc. | 0.01% | Add +34.5% | 4,584 | $378K |
| Carter Financial Group, INC. | 0.23% | Reduce -27.4% | 4,562 | $376K |
| Flatrock Wealth Partners LLC | 0.17% | Add +13.1% | 4,433 | $375K |
| Farringdon Capital, Ltd. | 0.08% | Reduce -89.0% | 4,535 | $374K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -5.4% | 4,431 | $366K |
| Certuity, LLC | 0.02% | Reduce -1.7% | 4,421 | $365K |
| Crestwood Advisors Group, LLC | 0.01% | Add +43.9% | 4,402 | $363K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -41.6% | 4,370 | $360K |
| Brucke Financial, Inc. | 0.18% | Reduce -56.5% | 4,328 | $357K |
| Manske Wealth Management | 0.10% | Add +1.2% | 4,248 | $350K |
| Geneos Wealth Management Inc. | 0.01% | No change | 4,222 | $348K |
| Garton & Associates Financial Advisors LLC | 0.28% | Reduce -65.7% | 4,156 | $343K |
| WealthTrust Axiom LLC | 0.08% | No change | 4,075 | $336K |
| D'Orazio & Associates, Inc. | 0.04% | Add +1.8% | 4,036 | $333K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +2.4% | 4,030 | $332K |
| Evoke Wealth, LLC | 0.01% | Add +3.8% | 3,921 | $332K |
| Weil Company, Inc. | 0.07% | No change | 4,000 | $330K |
| Texas Yale Capital Corp. | 0.01% | Add +2.6% | 4,000 | $330K |
| Manchester Capital Management LLC | 0.05% | Reduce -2.7% | 3,981 | $328K |
| Voleon Capital Management LP | 0.01% | New | 3,981 | $328K |
| Sunpointe, LLC | 0.11% | No change | 3,965 | $327K |
| Westerkirk Capital Inc. | 0.04% | No change | 3,954 | $326K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.3% | 3,954 | $326K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Reduce -4.9% | 3,950 | $326K |
| Advisors Preferred, LLC | 0.05% | Reduce -17.2% | 3,880 | $320K |
| Sovran Advisors, LLC | 0.03% | Add +10.1% | 3,479 | $320K |
| Keel Point, LLC | 0.02% | Reduce -49.0% | 3,865 | $319K |
| Samalin Investment Counsel, LLC | 0.11% | Reduce -1.1% | 3,857 | $318K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 3,446 | $308K |
| Keebeck Wealth Management | 0.03% | New | 3,728 | $308K |
| Curi Capital, LLC | 0.01% | Add +0.1% | 3,698 | $305K |
| Tower Wealth Partners, Inc. | 0.17% | Reduce -0.1% | 3,687 | $304K |
| Argyle Capital Management, LLC | 0.10% | No change | 3,650 | $301K |
| Focused Alpha, LLC | 0.09% | New | 3,638 | $300K |
| TD Asset Management Inc | 0.00% | New | 3,605 | $297K |
| Diversified Trust Co. | 0.01% | Add +6.4% | 3,595 | $297K |
| Syverson Strege & Co | 0.07% | Reduce -7.0% | 3,581 | $295K |
| Integrated Advisors Network LLC | 0.02% | Add +3.9% | 3,571 | $295K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -4.5% | 3,544 | $292K |
| HBK Sorce Advisory LLC | 0.01% | Add +14.7% | 3,241 | $292K |
| Hoxton Planning & Management, LLC | 0.09% | Add +5.9% | 3,541 | $292K |
| Accuvest Global Advisors | 0.27% | Add +9.0% | 3,502 | $289K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -12.6% | 3,462 | $286K |
| Mattson Financial Services, LLC | 0.07% | New | 3,459 | $285K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.8% | 3,412 | $281K |
| Brown Brothers Harriman & Co. | 0.00% | Add +107.2% | 3,367 | $278K |
| Fulcrum Equity Management | 0.27% | No change | 3,352 | $277K |
| Symphony Financial Services, Inc. | 0.14% | No change | 3,346 | $276K |
| Klingman & Associates, LLC | 0.01% | Add +12.7% | 3,317 | $274K |
| August Group Capital Ltd | 0.32% | Add +8.0% | 3,308 | $273K |
| Brown Financial Advisors | 0.10% | New | 3,283 | $271K |
| Angeles Wealth Management, LLC | 0.01% | New | 3,190 | $270K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,270 | $270K |
| Prospect Financial Group LLC | 0.25% | No change | 3,253 | $268K |
| Founders Grove Wealth Partners, LLC | 0.06% | New | 3,204 | $264K |
| Echo45 Advisors LLC | 0.15% | Add +7.7% | 3,189 | $263K |
| Intergy Private Wealth, LLC | 0.08% | Add +9.8% | 3,185 | $263K |
| Partners Wealth Management, LLC | 0.27% | No change | 3,150 | $260K |
| Seed Wealth Management, Inc. | 0.18% | No change | 3,130 | $258K |
| Arax Advisory Partners | 0.01% | Reduce -63.3% | 3,099 | $256K |
| Prosperity Consulting Group, LLC | 0.01% | New | 3,061 | $253K |
| Impact Investors, Inc | 0.17% | New | 3,033 | $250K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +5.0% | 3,005 | $248K |
| Insigneo Advisory Services, LLC | 0.02% | Add +3.1% | 2,992 | $247K |
| Tranquilli Financial Advisor LLC | 0.14% | Reduce -3.4% | 2,889 | $238K |
| Baker Tilly Wealth Management, LLC | 0.06% | Add +8.3% | 2,881 | $238K |
| GeoWealth Management, LLC | 0.01% | Reduce -79.1% | 2,835 | $234K |
| Tidal Investments LLC | 0.00% | Reduce -3.3% | 2,795 | $231K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 2,777 | $229K |
| VestGen Advisors, LLC | 0.01% | New | 2,541 | $229K |
| SVB Wealth LLC | 0.01% | Add +2.9% | 2,746 | $227K |
| Rexford Capital Inc. | 0.16% | Add +1.1% | 2,743 | $226K |
| Stephens Inc. | 0.00% | Reduce -27.4% | 2,703 | $223K |
| Guardian Capital LP | 0.01% | New | 2,681 | $221K |
| Ariadne Wealth Management, LP | 0.10% | Reduce -1.9% | 2,604 | $221K |
| Addison Advisors LLC | 0.05% | Add +0.4% | 2,653 | $219K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.2% | 2,627 | $217K |
| TrueWealth Financial Partners | 0.09% | New | 2,621 | $216K |
| Warren Street Wealth Advisors, LLC | 0.05% | New | 2,600 | $214K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,523 | $214K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 2,586 | $213K |
| Brio Consultants, LLC | 0.03% | Reduce -4.4% | 2,435 | $213K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,578 | $213K |
| Walleye Capital LLC | 0.00% | Add +933.7% | 2,574 | $212K |
| JCIC Asset Management Inc. | 0.06% | Add +1.6% | 2,567 | $212K |
| Livet Wealth, LLC | 0.13% | New | 2,566 | $212K |
| Braun-Bostich & Associates Inc. | 0.13% | Reduce -6.7% | 2,565 | $212K |
| Legacy Wealth Partners, LLC | 0.05% | No change | 2,565 | $212K |
| Inscription Capital, LLC | 0.02% | New | 2,564 | $212K |
| Jackson Thornton Wealth Management, LLC | 0.02% | New | 2,337 | $211K |
| Regions Financial Corp. | 0.00% | No change | 2,547 | $210K |
| Elser Financial Planning, Inc | 0.01% | New | 2,500 | $209K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,536 | $209K |
| Diversified Enterprises, LLC | 0.01% | Reduce -0.3% | 2,534 | $209K |
| Rothschild Wealth LLC | 0.02% | New | 2,519 | $208K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 2,500 | $206K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.03% | New | 2,390 | $203K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,438 | $201K |
| Baird Financial Group, Inc. | 0.00% | New | 2,429 | $200K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.1% | 2,277 | $193K |
| Owl Creek Wealth Partners LLC | 0.07% | — | 2,299 | $190K |
| Walleye Trading LLC | 0.00% | New | 2,123 | $175K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 1,996 | $165K |
| TD Private Client Wealth LLC | 0.00% | Reduce -36.3% | 1,964 | $162K |
| Fifth Third Bancorp | 0.00% | Add +20.9% | 1,924 | $159K |
| Huntington National Bank | 0.00% | Reduce -1.1% | 1,826 | $151K |
| Rothschild Investment LLC | 0.01% | Add +11.2% | 1,796 | $148K |
| Grove Bank & Trust | 0.01% | Add +0.6% | 1,600 | $132K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.1% | 1,533 | $127K |
| Salomon & Ludwin, LLC | 0.01% | Add +5.5% | 1,496 | $126K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.5% | 1,513 | $125K |
| UMB Bank, n.a. | 0.00% | Reduce -5.5% | 1,501 | $124K |
| Summit Securities Group LLC | 0.06% | Add +650.0% | 1,500 | $124K |
| Global Assets Advisory, LLC | 0.03% | New | 1,474 | $122K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -24.4% | 1,411 | $116K |
| AdvisorNet Financial, Inc | 0.01% | Add +14.9% | 1,309 | $108K |
| Blue Trust, Inc. | 0.00% | Reduce -23.4% | 1,296 | $107K |
| IFP Advisors, Inc | 0.00% | Add +2.7% | 1,258 | $104K |
| Bogart Wealth, LLC | 0.00% | No change | 1,227 | $101K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.1% | 1,180 | $97K |
| Anfield Capital Management, LLC | 0.03% | New | 1,125 | $93K |
| Larson Financial Group LLC | 0.00% | Add +47.3% | 1,108 | $91K |
| Financial Management Professionals, Inc. | 0.01% | Add +58.1% | 1,061 | $89K |
| AlphaCore Capital LLC | 0.00% | Reduce -90.4% | 1,059 | $87K |
| HM Payson & Co. | 0.00% | No change | 1,058 | $87K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,020 | $86K |
| Private Trust Co. NA | 0.01% | Reduce -18.4% | 956 | $79K |
| Group One Trading LLC | 0.00% | Reduce -89.2% | 931 | $77K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $75K |
| True Wealth Design, LLC | 0.02% | Add +15.4% | 900 | $74K |
| Harbour Investments, Inc. | 0.00% | Add +32.3% | 885 | $73K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 874 | $72K |
| Spire Wealth Management | 0.00% | Reduce -1.4% | 855 | $71K |
| Intentional Wealth Strategies, LLC | 0.06% | — | 821 | $68K |
| Berbice Capital Management LLC | 0.04% | No change | 800 | $66K |
| Root Financial Partners, LLC | 0.00% | Reduce -10.9% | 798 | $66K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -3.2% | 783 | $65K |
| Sound Income Strategies, LLC | 0.00% | Add +2.3% | 712 | $61K |
| MCF Advisors LLC | 0.00% | No change | 689 | $57K |
| GW&K Investment Management, LLC | 0.00% | Add +33.3% | 665 | $55K |
| Cornerstone Planning Group LLC | 0.01% | Add +19.5% | 595 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 575 | $52K |
| Smithfield Trust Co | 0.00% | No change | 564 | $47K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 544 | $45K |
| Triumph Capital Management | 0.01% | Add +83.0% | 527 | $45K |
| Mather Group, Llc. | 0.00% | New | 515 | $42K |
| Whipplewood Advisors, LLC | 0.02% | New | 499 | $41K |
| Financial Consulate, Inc. | 0.01% | Add +184.5% | 495 | $41K |
| Frazier Financial Advisors, LLC | 0.02% | Add +15.7% | 480 | $40K |
| JPL Wealth Management, LLC | 0.01% | New | 466 | $38K |
| Ancora Advisors LLC | 0.00% | Add +203.4% | 440 | $36K |
| Ballast Advisors LLC | 0.01% | New | 435 | $36K |
| Lanark Financial, Inc. | 0.00% | Reduce -1.4% | 429 | $35K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $35K |
| Highline Wealth Partners LLC | 0.01% | Reduce -11.5% | 422 | $35K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 416 | $34K |
| Bell Investment Advisors, Inc | 0.01% | Add +5.7% | 405 | $33K |
| Essential Partners LLC | 0.01% | No change | 397 | $33K |
| LRI Investments, LLC | 0.00% | Add +635.3% | 375 | $31K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 369 | $30K |
| Retirement Wealth Solutions LLC | 0.02% | Reduce -12.4% | 367 | $30K |
| First Command Advisory Services, Inc. | 0.00% | Add +1250.0% | 351 | $29K |
| Fairscale Capital, LLC | 0.02% | No change | 321 | $27K |
| Capital Analysts, LLC | 0.00% | Reduce -36.5% | 318 | $26K |
| SHP Wealth Management | 0.00% | Reduce -41.6% | 312 | $26K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 310 | $26K |
| Raffa Wealth Management, LLC | 0.00% | No change | 300 | $25K |
| Cornerstone Financial Management LLC | 0.02% | Add +12.9% | 298 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.1% | 289 | $24K |
| Creative Financial Designs Inc. | 0.00% | Add +35.7% | 289 | $24K |
| Dunhill Financial, LLC | 0.01% | Add +443.1% | 277 | $23K |
| Maseco LLP | 0.00% | New | 274 | $23K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 263 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 266 | $22K |
| Opal Wealth Advisors, LLC | 0.00% | New | 265 | $22K |
| Principia Wealth Advisory, LLC | 0.01% | Add +35.4% | 245 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -28.0% | 237 | $20K |
| Atwood & Palmer Inc. | 0.00% | No change | 233 | $19K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -3.3% | 235 | $19K |
| Zions Bancorporation, National Association | 0.00% | Reduce -5.5% | 223 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 219 | $18K |
| CX Institutional | 0.00% | Reduce -10.8% | 223 | $18K |
| Bare Financial Services, Inc | 0.00% | Add +22.7% | 216 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 214 | $18K |
| MRP Capital Investments, LLC | 0.01% | No change | 200 | $16K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $16K |
| Signature Equity Partners, LLC | 0.01% | Reduce -26.1% | 193 | $16K |
| Key Financial Inc | 0.00% | Add +387.2% | 190 | $16K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 184 | $15K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 180 | $15K |
| American Capital Advisory, LLC | 0.01% | Add +277.8% | 170 | $14K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 170 | $14K |
| Kingdom Financial Group LLC. | 0.00% | Add +16900.0% | 170 | $14K |
| Fortitude Family Office, LLC | 0.00% | No change | 169 | $14K |
| Roxbury Financial LLC | 0.01% | No change | 168 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 163 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 160 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 160 | $13K |
| Federated Hermes, Inc. | 0.00% | Reduce -7.0% | 159 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 158 | $13K |
| MV Capital Management, Inc. | 0.00% | Add +338.9% | 158 | $13K |
| Rossby Financial, LCC | 0.00% | Add +308.3% | 147 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $12K |
| Arlington Trust Co LLC | 0.00% | New | 148 | $12K |
| North Star Investment Management Corp. | 0.00% | Add +15.7% | 140 | $12K |
| Independence Bank of Kentucky | 0.00% | No change | 136 | $11K |
| CVA Family Office, LLC | 0.00% | No change | 136 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 143 | $11K |
| RMG Wealth Management LLC | 0.00% | New | 119 | $11K |
| Dogwood Wealth Management LLC | 0.00% | Add +681.3% | 125 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 121 | $10K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -4.9% | 117 | $10K |
| DB Fitzpatrick & Co, Inc | 0.01% | Reduce -25.0% | 120 | $10K |
| Rachor Investment Advisory Services, LLC | 0.01% | No change | 120 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 111 | $9K |
| XY Capital Ltd | 0.01% | Add +236.4% | 111 | $9K |
| Penserra Capital Management LLC | 0.00% | Reduce -27.8% | 117 | $9K |
| Chesapeake Asset Management LLC | 0.01% | No change | 100 | $8K |
| PlanVest Financial, Inc | 0.01% | — | 100 | $8K |
| Costello Asset Management, INC | 0.00% | Reduce -50.0% | 100 | $8K |
| Main Street Group, LTD | 0.00% | New | 100 | $8K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $8K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +50.8% | 98 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 93 | $8K |
| Turim 21 Investimentos Ltda. | 0.00% | New | 92 | $8K |
| Burk Holdings LLC | 0.00% | New | 88 | $7K |
| Kozak & Associates, Inc. | 0.00% | No change | 79 | $7K |
| Archer Investment Corp | 0.00% | No change | 80 | $7K |
| Destiny Wealth Partners, LLC | 0.00% | New | 72 | $6K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 70 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 69 | $6K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 68 | $6K |
| Truvestments Capital LLC | 0.00% | New | 65 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 55 | $5K |
| Kilter Group LLC | 0.00% | No change | 55 | $5K |
| True Link Financial Advisors, LLC | 0.00% | New | 55 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $4K |
| WealthCollab, LLC | 0.00% | No change | 52 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 52 | $4K |
| Ninepoint Partners LP | 0.00% | New | 51 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 50 | $4K |
| Clean Yield Group | 0.00% | No change | 48 | $4K |
| MidFirst Bank | 0.00% | New | 46 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 44 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 44 | $4K |
| Wiser Advisor Group LLC | 0.00% | No change | 41 | $3K |
| Stone House Investment Management, LLC | 0.00% | Add +272.7% | 41 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 40 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -51.8% | 40 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 39 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Add +25.8% | 39 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -29.6% | 38 | $3K |
| Crewe Advisors LLC | 0.00% | Reduce -25.0% | 36 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 35 | $3K |
| Asset Dedication, 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% | No change | 34 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -96.6% | 32 | $3K |
| CENTRAL TRUST Co | 0.00% | Reduce -14.3% | 30 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -35.6% | 29 | $2K |
| Silicon Valley Capital Partners | 0.00% | New | 28 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 25 | $2K |
| Wellington-Altus USA Inc. | 0.00% | Reduce -85.8% | 21 | $2K |
| TD Capital Management LLC | 0.00% | No change | 23 | $2K |
| Abound Wealth Management | 0.00% | Reduce -70.0% | 21 | $2K |
| Caitlin John, LLC | 0.00% | No change | 16 | $1K |
| Trust Co | 0.00% | No change | 12 | $990 |
| Southern Michigan Bank & Trust | 0.00% | — | 11 | $907 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 10 | $825 |
| Toth Financial Advisory Corp. | 0.00% | No change | 6 | $495 |
| Alerus Financial NA | 0.00% | No change | 1 | $82 |
| Tsfg, LLC | 0.00% | No change | 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.