HSBC Holdings PLC-Spons ADRHSBC
13F holders, Q2 2026 (June 30)713holders +67
121new positions
51sold out
5famous investors
$95.03avg. 13F price*
At the end of Q2 2026, 713 institutions reported holding HSBC Holdings PLC-Spons ADR (HSBC) in their 13F filings, up 67 from Q1 2026. 121 opened new positions and 51 sold out. The largest holders were Fisher Asset Management ($1.8B), Dimensional Fund Advisors LP ($933.1M) and Morgan Stanley ($768.1M). 5 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- HSBC Holdings PLC-Spons ADR
- Filed as
- HSBC HLDGS PLC (Q2 2026)
- CUSIP
- 404280406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $81.8M |
| Exits | 51 | $116.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,441,359 shares bought and 5,455,102 shares sold, net −13,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 713 holders
| Fisher Asset Management | 0.53% | Add +2.0% | 18,572,508 | $1.8B |
| Dimensional Fund Advisors LP | 0.17% | Reduce -1.6% | 9,812,755 | $933.1M |
| Morgan Stanley | 0.04% | Add +5.5% | 8,077,493 | $768.1M |
| Goldman Sachs Group Inc. | 0.06% | Add +22.2% | 5,658,007 | $538.0M |
| FMR LLC | 0.02% | Add +14.8% | 4,336,546 | $412.4M |
| Northern Trust Corp. | 0.03% | Reduce -1.2% | 3,012,114 | $286.4M |
| Sanders Capital, LLC | 0.25% | Reduce -6.2% | 2,632,430 | $250.3M |
| BlackRock, Inc. | 0.00% | Reduce -3.3% | 2,480,130 | $235.8M |
| Bank of America Corp. | 0.01% | Add +0.6% | 2,399,615 | $228.2M |
| American Century Companies Inc. | 0.07% | Reduce -0.1% | 1,665,928 | $158.4M |
| Royal Bank of Canada | 0.02% | Reduce -1.6% | 1,283,561 | $122.1M |
| Clearbridge Investments, LLC | 0.08% | Reduce -31.3% | 1,057,593 | $100.6M |
| O'shaughnessy Asset Management, LLC | 0.32% | Add +13.1% | 716,556 | $68.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +15.3% | 667,970 | $63.5M |
| Quantinno Capital Management LP | 0.07% | Add +15.2% | 605,426 | $57.6M |
| Cookson Peirce & Co. Inc. | 1.86% | Add +0.0% | 594,134 | $56.5M |
| JPMorgan Chase & Co. | 0.00% | Add +19.3% | 574,663 | $54.6M |
| UBS Group AG | 0.01% | Reduce -23.8% | 463,366 | $44.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.1% | 445,799 | $42.4M |
| Tredje AP-fonden | 0.19% | Add +230.1% | 441,900 | $42.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.4% | 439,037 | $41.7M |
| Wells Fargo & Company | 0.01% | Reduce -5.5% | 438,944 | $41.7M |
| Natixis Advisors, LLC | 0.05% | Add +7.3% | 436,721 | $41.5M |
| 1832 Asset Management L.P. | 0.05% | Add +48.6% | 433,579 | $41.2M |
| Crossmark Global Holdings, Inc. | 0.53% | Reduce -2.5% | 433,418 | $41.2M |
| Renaissance Technologies | 0.05% | Reduce -20.0% | 419,122 | $39.9M |
| AQR Capital Management | 0.01% | Add +25.9% | 413,625 | $39.3M |
| Bank of Montreal | 0.01% | Add +21.3% | 408,789 | $38.9M |
| First Trust Advisors LP | 0.02% | Reduce -20.6% | 397,504 | $37.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Reduce -58.1% | 392,331 | $37.3M |
| LPL Financial LLC | 0.01% | Reduce -1.8% | 370,766 | $35.3M |
| Qube Research & Technologies Ltd | 0.04% | Add +69.7% | 342,206 | $32.5M |
| Bank of New York Mellon Corp | 0.01% | Add +3.6% | 326,206 | $31.0M |
| Creative Planning | 0.02% | Reduce -0.8% | 313,988 | $29.9M |
| Abc Arbitrage SA | 2.91% | Add +0.2% | 283,637 | $27.0M |
| QRG Capital Management, Inc. | 0.21% | Add +13.4% | 264,385 | $25.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.4% | 251,966 | $24.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.1% | 240,037 | $22.8M |
| Promethos Capital, LLC | 6.09% | Add +18.3% | 235,463 | $22.4M |
| Foresight Global Investors, Inc. | 12.31% | Add +1.1% | 213,514 | $20.3M |
| Mariner, LLC | 0.02% | Reduce -3.1% | 212,178 | $20.2M |
| Beck Bode, LLC | 3.00% | Add +1.6% | 208,170 | $19.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.6% | 200,940 | $19.1M |
| Ritholtz Wealth Management | 0.27% | Add +8.1% | 188,863 | $18.0M |
| Captrust Financial Advisors | 0.03% | Add +0.5% | 188,290 | $17.9M |
| Pathstone Holdings, LLC | 0.05% | Reduce -0.8% | 174,752 | $16.6M |
| Ethic Inc. | 0.21% | Add +9.9% | 174,381 | $16.6M |
| American Assets Investment Management, LLC | 0.96% | No change | 166,918 | $15.9M |
| Millennium Management | 0.01% | Reduce -47.9% | 161,690 | $15.4M |
| Two Sigma Investments, LP | 0.01% | Add +6.7% | 158,284 | $15.1M |
| US Bancorp \de | 0.02% | Reduce -8.6% | 157,469 | $15.0M |
| Sei Investments Co. | 0.01% | Add +5.0% | 149,306 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | Add +7.5% | 147,954 | $14.1M |
| Nuveen, LLC | 0.00% | New | 145,568 | $13.8M |
| Vanguard Personalized Indexing Management, LLC | 0.11% | Add +8.7% | 140,755 | $13.4M |
| Nomura Holdings Inc. | 0.06% | New | 140,648 | $13.4M |
| Citigroup Inc. | 0.01% | Reduce -67.4% | 135,190 | $12.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -56.4% | 133,031 | $12.6M |
| Cerity Partners LLC | 0.01% | Reduce -2.5% | 126,625 | $12.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +476.1% | 125,095 | $12.0M |
| National Bank of Canada | 0.01% | Add +43.3% | 125,086 | $11.9M |
| MML Investors Services, LLC | 0.02% | Add +17.3% | 122,531 | $11.7M |
| M&T Bank Corp | 0.03% | Add +0.3% | 120,855 | $11.5M |
| Manning & Napier Advisors LLC | 0.15% | Add +51116.2% | 120,358 | $11.4M |
| HRT Financial LP | 0.02% | Add +36.1% | 118,360 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +22.9% | 115,369 | $11.0M |
| Franklin Resources Inc. | 0.00% | Reduce -46.6% | 112,365 | $10.7M |
| Manatuck Hill Partners, LLC | 3.39% | No change | 107,448 | $10.2M |
| NewEdge Wealth, LLC | 0.10% | Add +50.9% | 102,153 | $9.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.18% | Reduce -1.3% | 98,141 | $9.3M |
| Naviter Wealth, LLC | 0.82% | Add +26.1% | 94,781 | $9.0M |
| Neuberger Berman Group LLC | 0.01% | Add +10.7% | 92,143 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -4.7% | 90,839 | $8.6M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -14.9% | 87,615 | $8.3M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 87,439 | $8.3M |
| Bellars Harris Wealth Management, LLC | 1.64% | — | 84,607 | $8.0M |
| Callan Family Office, LLC | 0.15% | Add +3.1% | 82,060 | $7.8M |
| Compound Planning, Inc. | 0.20% | Add +4.5% | 79,278 | $7.5M |
| Vident Advisory, LLC | 0.06% | Reduce -32.3% | 78,538 | $7.5M |
| Factory Mutual Insurance Co. | 0.07% | No change | 77,552 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.5% | 77,459 | $7.4M |
| Parallax Volatility Advisers, L.P. | 0.33% | Add +511.8% | 77,340 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +3.4% | 77,056 | $7.3M |
| Americana Partners, LLC | 0.16% | Add +1.0% | 75,309 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.0% | 74,546 | $7.1M |
| Optiver Holding B.V. | 0.10% | New | 72,877 | $6.9M |
| Hennessy Advisors Inc. | 0.22% | Reduce -1.8% | 70,900 | $6.7M |
| Assetmark, Inc. | 0.01% | Add +33.0% | 70,855 | $6.7M |
| Hantz Financial Services, Inc. | 0.09% | Add +25.4% | 68,594 | $6.5M |
| New York State Common Retirement Fund | 0.01% | Add +2.2% | 65,586 | $6.2M |
| Old Mission Capital LLC | 0.16% | Reduce -52.4% | 65,570 | $6.2M |
| Caprock Group, LLC | 0.12% | New | 65,562 | $6.2M |
| Vise Technologies, Inc. | 0.07% | Add +9.7% | 64,551 | $6.1M |
| Gradient Investments LLC | 0.08% | Add +4.9% | 63,621 | $6.0M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.29% | Add +0.8% | 63,521 | $6.0M |
| Rhumbline Advisers | 0.00% | Add +14.5% | 62,157 | $5.9M |
| Savant Capital, LLC | 0.02% | Add +104.7% | 56,069 | $5.7M |
| Old Port Advisors | 1.11% | Add +0.4% | 59,281 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.3% | 59,033 | $5.6M |
| Corient Private Wealth LP | 0.01% | Add +10.2% | 58,102 | $5.5M |
| Signaturefd, LLC | 0.07% | Reduce -1.7% | 57,080 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.5% | 56,089 | $5.3M |
| Cibc World Market Inc. | 0.01% | Reduce -1.9% | 52,903 | $5.0M |
| Flow Traders U.S. LLC | 0.21% | New | 52,603 | $5.0M |
| Keybank National Association | 0.02% | Add +31.2% | 51,262 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 50,430 | $4.8M |
| GMO | 0.01% | Reduce -9.4% | 50,202 | $4.8M |
| Ieq Capital, LLC | 0.02% | Reduce -11.8% | 49,984 | $4.8M |
| Opal Capital LLC | 0.82% | Add +14.6% | 48,065 | $4.6M |
| TrueMark Investments, LLC | 0.57% | Add +14.6% | 48,065 | $4.6M |
| Catalyst Capital Advisors LLC | 0.08% | Reduce -4.1% | 47,850 | $4.6M |
| Engineers Gate Manager LP | 0.06% | New | 46,403 | $4.4M |
| DAVENPORT & Co LLC | 0.02% | Add +1.7% | 44,443 | $4.2M |
| Aaron Wealth Advisors LLC | 0.21% | Add +1.0% | 43,514 | $4.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +12.5% | 42,295 | $4.1M |
| Park Avenue Securities LLC | 0.02% | Reduce -2.5% | 41,888 | $4.0M |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 40,576 | $3.9M |
| Bessemer Group Inc. | 0.01% | Add +5.2% | 40,030 | $3.8M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -10.9% | 38,957 | $3.7M |
| GQG Partners LLC | 0.01% | New | 37,717 | $3.6M |
| Stamos Capital Partners, L.P. | 0.54% | Reduce -3.5% | 37,215 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +56.2% | 48,890 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +5.2% | 36,603 | $3.5M |
| LSV Asset Management | 0.01% | No change | 35,828 | $3.4M |
| Aperture Investors, LLC | 0.36% | Add +58.9% | 35,800 | $3.4M |
| &partners | 0.01% | Add +1.6% | 35,756 | $3.4M |
| Focus Partners Wealth | 0.00% | Add +4.8% | 35,597 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +1.4% | 34,585 | $3.3M |
| Summit Trail Advisors, LLC | 0.04% | Add +2.0% | 34,424 | $3.3M |
| NewEdge Advisors, LLC | 0.01% | Add +14.3% | 34,412 | $3.3M |
| AMJ Financial Wealth Management | 0.75% | No change | 38,467 | $3.2M |
| Scotia Capital Inc. | 0.01% | Reduce -3.4% | 32,743 | $3.1M |
| Qtron Investments LLC | 0.41% | Reduce -11.7% | 32,664 | $3.1M |
| Sowell Financial Services LLC | 0.10% | Add +4.5% | 32,650 | $3.1M |
| Syon Capital LLC | 0.13% | Add +9.3% | 32,446 | $3.1M |
| Mgo One Seven LLC | 0.05% | Add +4.7% | 31,805 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +71.2% | 32,191 | $3.0M |
| Raelipskie Partnership | 1.13% | No change | 31,465 | $3.0M |
| Kathmere Capital Management, LLC | 0.16% | Add +22.4% | 31,398 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.9% | 31,332 | $3.0M |
| CIBC Asset Management Inc | 0.01% | Reduce -7.3% | 31,170 | $2.9M |
| Prospera Financial Services Inc | 0.04% | Reduce -3.3% | 29,125 | $2.8M |
| Choreo, LLC | 0.03% | Add +5.5% | 29,032 | $2.8M |
| Ted Buchan & Co | 0.88% | Add +21.1% | 28,214 | $2.7M |
| Acadian Asset Management LLC | 0.00% | Add +0.5% | 28,046 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -5.1% | 27,982 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +19.3% | 27,951 | $2.7M |
| MAI Capital Management | 0.01% | Add +32.4% | 27,845 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.8% | 27,827 | $2.6M |
| Smartleaf Asset Management LLC | 0.08% | No change | 27,434 | $2.6M |
| Quadrant Capital Group LLC | 0.07% | Add +0.0% | 27,079 | $2.6M |
| Pekin Hardy Strauss, Inc. | 0.23% | Reduce -0.7% | 26,926 | $2.6M |
| Wedbush Securities Inc. | 0.07% | Reduce -2.7% | 26,774 | $2.5M |
| Arax Advisory Partners | 0.02% | Add +751.8% | 26,396 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 26,165 | $2.5M |
| Westwood Holdings Group Inc. | 0.02% | Add +14.9% | 26,096 | $2.5M |
| Checchi Capital Advisers, LLC | 0.16% | Reduce -1.5% | 25,807 | $2.5M |
| Agf Management Ltd. | 0.01% | New | 25,396 | $2.4M |
| Evergreen Capital Management LLC | 0.04% | Reduce -0.3% | 25,333 | $2.4M |
| LVW Advisors, LLC | 0.21% | Add +90.1% | 25,234 | $2.4M |
| Ballentine Partners, LLC | 0.03% | Add +0.9% | 24,879 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +2.9% | 24,818 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Reduce -13.5% | 24,745 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -15.1% | 24,167 | $2.3M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +1.8% | 24,089 | $2.3M |
| Pzena Investment Management LLC | 0.01% | Reduce -1.6% | 23,555 | $2.2M |
| Evolve Private Wealth, LLC | 0.14% | Add +4.0% | 23,446 | $2.2M |
| Dynasty Wealth Management, LLC | 0.02% | Add +5.4% | 23,013 | $2.2M |
| Systematic Alpha Investments, LLC | 0.06% | No change | 23,000 | $2.2M |
| FCG Investment Co | 0.75% | New | 22,945 | $2.2M |
| Mitchell & Pahl Private Wealth, LLC | 0.79% | Add +1.1% | 22,722 | $2.2M |
| Gabelli Funds LLC | 0.01% | No change | 22,700 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +12.3% | 22,611 | $2.2M |
| Orleans Capital Management Corp. | 1.11% | No change | 22,528 | $2.1M |
| Cornerstone Planning, LLC | 0.49% | Add +0.9% | 22,281 | $2.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.4% | 21,976 | $2.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -5.6% | 21,951 | $2.1M |
| Aprio Wealth Management, LLC | 0.10% | Add +7.1% | 21,870 | $2.1M |
| Lester Murray Antman dba SimplyRich | 0.48% | Add +289.8% | 48,742 | $2.0M |
| Global Retirement Partners, LLC | 0.03% | — | 20,581 | $2.0M |
| Earnest Partners LLC | 0.01% | Reduce -2.6% | 20,449 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +25.8% | 20,406 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.9% | 20,165 | $1.9M |
| Abel Hall, LLC | 0.33% | Add +0.4% | 20,096 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -24.0% | 20,022 | $1.9M |
| RBF Capital, LLC | 0.08% | No change | 20,000 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -26.9% | 19,652 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Add +8.6% | 19,525 | $1.9M |
| PCM Encore, LLC | 0.32% | Add +1.6% | 19,447 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 19,379 | $1.8M |
| Versant Capital Management, Inc | 0.16% | Add +2.3% | 19,118 | $1.8M |
| Everstar Asset Management, LLC | 0.87% | Add +18.2% | 15,973 | $1.8M |
| Foresight Capital Management Advisors, Inc. | 0.87% | Reduce -1.0% | 18,850 | $1.8M |
| OneAscent Investment Solutions LLC | 1.67% | New | 18,588 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +1.6% | 18,204 | $1.7M |
| Ellevest, Inc. | 0.20% | Add +0.7% | 17,993 | $1.7M |
| DRW Securities, LLC | 0.10% | Reduce -10.4% | 17,864 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +9.5% | 17,681 | $1.7M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -4.6% | 17,491 | $1.7M |
| GAMMA Investing LLC | 0.06% | Add +14.3% | 17,390 | $1.7M |
| Greenleaf Trust | 0.02% | Reduce -3.1% | 17,284 | $1.6M |
| PDS Planning, Inc | 0.09% | Add +1.0% | 17,023 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +19.8% | 16,887 | $1.6M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +1.4% | 16,391 | $1.6M |
| Bleakley Financial Group, LLC | 0.02% | Add +24.1% | 16,224 | $1.5M |
| Parallel Advisors, LLC | 0.02% | Add +13.0% | 16,074 | $1.5M |
| Henry James International Management Inc. | 0.46% | Add +4.2% | 16,027 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +80.5% | 15,819 | $1.5M |
| Soltis Investment Advisors LLC | 0.09% | Add +3.3% | 15,721 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -3.8% | 15,431 | $1.5M |
| Founders Financial Securities LLC | 0.07% | Reduce -24.4% | 14,959 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +3.9% | 14,905 | $1.4M |
| Horizon Investments, LLC | 0.02% | Reduce -62.3% | 14,883 | $1.4M |
| State Street Corp. | 0.00% | No change | 14,767 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -35.5% | 14,755 | $1.4M |
| Credit Agricole S A | 0.00% | Reduce -51.7% | 14,545 | $1.4M |
| Frec Markets, Inc. | 0.12% | Add +18.8% | 14,478 | $1.4M |
| Profund Advisors LLC | 0.04% | Reduce -2.8% | 14,181 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -61.5% | 14,129 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.6% | 14,126 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +17.3% | 14,066 | $1.3M |
| Cornerstone Select Advisors, LLC | 0.56% | Add +12.4% | 14,039 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +49.1% | 14,030 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | New | 13,453 | $1.3M |
| Gryphon Financial Partners LLC | 0.12% | Add +21.2% | 13,823 | $1.3M |
| Ascent Group, LLC | 0.04% | Add +1.2% | 13,647 | $1.3M |
| Sivia Capital Partners, LLC | 0.16% | Add +59.9% | 13,631 | $1.3M |
| May Hill Capital, LLC | 0.27% | Add +9.8% | 13,602 | $1.3M |
| Cherokee Insurance Co | 0.50% | No change | 13,545 | $1.3M |
| Trust Point Inc. | 0.11% | Add +5.1% | 13,421 | $1.3M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.05% | Add +2.4% | 13,037 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -90.6% | 12,997 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -0.5% | 12,932 | $1.2M |
| Henshaw Capital LLC | 0.04% | No change | 12,880 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Reduce -2.0% | 12,687 | $1.2M |
| Sage Rhino Capital LLC | 0.20% | Reduce -0.2% | 12,540 | $1.2M |
| Composition Wealth, LLC | 0.01% | Reduce -3.0% | 12,493 | $1.2M |
| Farringdon Capital, Ltd. | 0.58% | Add +172.9% | 12,377 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +4.0% | 12,334 | $1.2M |
| West Family Investments, Inc. | 0.34% | Add +29.5% | 12,240 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +305.6% | 12,187 | $1.2M |
| Everest Financial Group LLC | 0.16% | No change | 12,067 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.6% | 11,859 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -37.1% | 11,708 | $1.1M |
| Delta Financial Advisors LLC | 0.26% | No change | 11,534 | $1.1M |
| Cordatus Wealth Management LLC | 0.24% | Add +0.6% | 11,425 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.23% | Reduce -2.0% | 11,194 | $1.1M |
| Mission Wealth Management, LP | 0.01% | Add +18.9% | 10,521 | $1.0M |
| Themes Management Co LLC | 0.65% | Reduce -14.0% | 10,367 | $986K |
| Five Oceans Advisors | 0.32% | No change | 10,361 | $985K |
| Blair William & Co. | 0.00% | Add +4.7% | 10,307 | $980K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Reduce -0.2% | 10,263 | $976K |
| World Investment Advisors | 0.02% | Reduce -0.3% | 11,741 | $974K |
| 71 West Capital Partners | 0.03% | New | 10,234 | $973K |
| Traveka Wealth, LLC | 0.32% | Add +0.2% | 10,132 | $963K |
| Chelsea Counsel Co. | 0.41% | No change | 10,100 | $960K |
| Lido Advisors, LLC | 0.00% | Add +11.0% | 10,052 | $956K |
| Independent Advisor Alliance | 0.02% | Reduce -7.9% | 10,043 | $955K |
| Venturi Wealth Management, LLC | 0.04% | Add +9.7% | 9,981 | $949K |
| Clearstead Advisors, LLC | 0.01% | Reduce -50.0% | 9,765 | $929K |
| SeaBridge Investment Advisors LLC | 0.13% | Add +0.6% | 9,529 | $906K |
| Drive Wealth Management, LLC | 0.16% | Add +2.2% | 9,525 | $906K |
| Optas, LLC | 0.13% | Add +1.0% | 9,393 | $893K |
| Westover Capital Advisors, LLC | 0.15% | No change | 9,313 | $886K |
| Xponance LLC | 0.01% | Add +99.5% | 9,158 | $871K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -0.2% | 8,024 | $865K |
| Commerce Bank | 0.00% | Reduce -1.3% | 9,089 | $864K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 9,088 | $864K |
| HighMark Wealth Management LLC | 0.29% | No change | 9,008 | $857K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 8,923 | $849K |
| 55 North Private Wealth, LLC | 0.16% | Add +32.7% | 8,794 | $836K |
| American Trust Investment Advisors, LLC | 0.41% | No change | 8,755 | $833K |
| South Shore Capital Advisors | 0.54% | Add +24.8% | 8,550 | $813K |
| Larry Mathis Financial Planning, LLC | 0.62% | New | 8,506 | $809K |
| Allie Family Office LLC | 0.30% | No change | 8,504 | $809K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.1% | 8,494 | $808K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +1.7% | 8,329 | $792K |
| Principal Securities, Inc. | 0.01% | Add +24.8% | 8,129 | $773K |
| EP Wealth Advisors, LLC | 0.00% | Add +20.3% | 8,124 | $772K |
| Papamarkou Wellner Asset Management inc. | 0.48% | No change | 9,352 | $771K |
| Rational Advisors, Inc. | 0.07% | Reduce -23.7% | 8,035 | $764K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -35.7% | 8,001 | $761K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | New | 8,000 | $761K |
| Advisory Services Network, LLC | 0.01% | Add +4.0% | 7,960 | $757K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.2% | 7,900 | $751K |
| Tepp RIA, LLC | 0.51% | Reduce -11.0% | 7,877 | $749K |
| Riversedge Advisors, LLC | 0.10% | Add +8.9% | 7,868 | $748K |
| Private Advisor Group, LLC | 0.00% | Reduce -40.5% | 7,866 | $748K |
| Ignite Planners, LLC | 0.10% | Reduce -2.0% | 7,790 | $741K |
| Main Street Research LLC | 0.03% | Add +0.5% | 7,772 | $739K |
| Hexagon Capital Partners LLC | 0.10% | Reduce -0.2% | 7,755 | $737K |
| Caitong International Asset Management Co., Ltd | 0.10% | New | 7,743 | $736K |
| Monument Capital Management | 0.15% | Add +0.5% | 7,636 | $726K |
| Portside Wealth Group, LLC | 0.08% | Reduce -12.9% | 7,576 | $720K |
| Wealthstar Advisors, LLC | 0.35% | Reduce -5.1% | 7,501 | $713K |
| GWN Securities Inc. | 0.12% | Reduce -5.5% | 7,437 | $707K |
| Wedmont Private Capital | 0.02% | Reduce -16.4% | 7,127 | $706K |
| Yousif Capital Management, LLC | 0.01% | Reduce -76.4% | 7,423 | $706K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -9.4% | 7,330 | $697K |
| Summit Global Investments | 0.04% | New | 7,323 | $696K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -11.6% | 7,309 | $695K |
| Marks Group Wealth Management, Inc | 0.06% | Reduce -61.5% | 7,297 | $694K |
| SmartHarvest Portfolios, LLC | 0.22% | Add +2.0% | 7,282 | $692K |
| Courier Capital LLC | 0.03% | No change | 7,266 | $691K |
| Crumly & Associates Inc. | 0.13% | No change | 7,097 | $675K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +2.8% | 7,092 | $674K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 7,069 | $672K |
| New Republic Capital, LLC | 0.15% | Add +0.9% | 7,061 | $671K |
| HUB Investment Partners, LLC | 0.01% | Add +35.8% | 7,010 | $667K |
| Allworth Financial LP | 0.00% | Reduce -1.4% | 6,978 | $664K |
| Cromwell Holdings LLC | 0.30% | No change | 6,967 | $662K |
| Gallacher Capital Management LLC | 0.36% | Reduce -0.7% | 6,774 | $644K |
| Anchyra Partners LLC | 0.15% | Add +8.7% | 6,673 | $635K |
| OneAscent Family Office, LLC | 0.32% | Add +27.1% | 6,663 | $634K |
| Fred Alger Management, LLC | 0.00% | No change | 6,653 | $633K |
| Sonoma Private Wealth LLC | 0.67% | Add +5.2% | 6,543 | $622K |
| Purkiss Capital Advisors LLC | 0.24% | Reduce -10.0% | 6,507 | $619K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.5% | 6,506 | $619K |
| Net Worth Advisory Group | 0.16% | Add +1.5% | 6,475 | $616K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,859 | $609K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -19.2% | 5,859 | $609K |
| Natural Investments, LLC | 0.13% | Reduce -13.0% | 6,344 | $603K |
| Basecamp Wealth Advisors LLC | 0.11% | No change | 6,321 | $601K |
| Abacus Wealth Partners, LLC | 0.06% | Reduce -58.4% | 6,316 | $601K |
| Prosperity Consulting Group, LLC | 0.02% | Add +104.7% | 6,265 | $596K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.4% | 6,221 | $592K |
| Pure Financial Advisors, LLC | 0.01% | Add +13.5% | 6,204 | $590K |
| SYM FINANCIAL Corp | 0.05% | Add +10.0% | 6,136 | $583K |
| Seeds Investor LLC | 0.06% | Add +5.2% | 6,131 | $583K |
| Brighton Jones LLC | 0.01% | Add +7.0% | 6,111 | $581K |
| Baldwin Investment Management, LLC | 0.06% | Add +7.0% | 6,104 | $580K |
| Xxi Wealth, LLC | 0.26% | Add +17.0% | 6,064 | $577K |
| Calydon Capital | 0.08% | No change | 6,042 | $575K |
| Wealth Alliance, LLC | 0.05% | Reduce -23.1% | 6,036 | $574K |
| Benjamin Edwards Inc. | 0.01% | Add +2.9% | 5,902 | $561K |
| V-Square Quantitative Management LLC | 0.05% | Add +20.1% | 5,901 | $561K |
| Acorn Creek Capital LLC | 0.18% | Reduce -1.1% | 5,787 | $550K |
| Savvy Advisors, Inc. | 0.01% | Add +25.9% | 5,771 | $549K |
| Resonant Capital Advisors, LLC | 0.03% | Add +25.7% | 5,699 | $542K |
| Bayesian Capital Management, LP | 0.35% | New | 5,686 | $541K |
| Earned Wealth Advisors, LLC | 0.03% | Reduce -24.7% | 5,619 | $534K |
| BSW Wealth Partners | 0.06% | Reduce -1.4% | 5,614 | $534K |
| Choate Investment Advisors | 0.01% | No change | 5,580 | $531K |
| Flputnam Investment Management Co. | 0.01% | Reduce -8.3% | 5,561 | $529K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +8.1% | 5,545 | $527K |
| Crestwood Advisors Group, LLC | 0.01% | Add +25.0% | 5,504 | $523K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 5,500 | $523K |
| Keebeck Wealth Management | 0.05% | Add +47.2% | 5,487 | $522K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -3.0% | 5,465 | $520K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.1% | 5,372 | $511K |
| Geneos Wealth Management Inc. | 0.01% | Add +25.6% | 5,304 | $504K |
| Florida Trust Wealth Management Co | 0.01% | Add +1.1% | 5,289 | $503K |
| Zhang Financial LLC | 0.01% | Add +1.7% | 5,226 | $497K |
| Seven Mile Advisory | 0.33% | Reduce -1.1% | 5,194 | $494K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.4% | 5,186 | $493K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -27.3% | 5,185 | $493K |
| Greenspring Advisors, LLC | 0.03% | Add +2.7% | 5,078 | $483K |
| Moors & Cabot, Inc. | 0.02% | Reduce -8.5% | 5,041 | $479K |
| Equitable Holdings, Inc. | 0.00% | Reduce -6.8% | 4,969 | $472K |
| Brown Brothers Harriman & Co. | 0.00% | Add +47.3% | 4,958 | $471K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.8% | 4,932 | $469K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -0.7% | 4,869 | $463K |
| Foster Group, Inc. | 0.01% | Reduce -0.3% | 4,853 | $461K |
| Old National Bancorp | 0.01% | New | 4,849 | $461K |
| Canopy Partners, LLC | 0.14% | Add +0.6% | 4,837 | $460K |
| Brucke Financial, Inc. | 0.20% | Add +10.4% | 4,778 | $454K |
| Ewa, LLC | 0.08% | Add +3.1% | 4,765 | $453K |
| Carter Financial Group, INC. | 0.23% | Add +4.0% | 4,746 | $451K |
| Contravisory Investment Management, Inc. | 0.08% | Add +1.0% | 4,714 | $448K |
| Avestar Capital, LLC | 0.03% | New | 4,685 | $445K |
| Legacy Capital Group California, Inc. | 0.13% | Reduce -55.4% | 4,668 | $444K |
| Collaborative Fund Advisors, LLC | 0.25% | New | 4,598 | $437K |
| IHT Wealth Management, LLC | 0.01% | New | 4,535 | $431K |
| Flatrock Wealth Partners LLC | 0.17% | Add +2.0% | 4,524 | $430K |
| Sovran Advisors, LLC | 0.03% | Add +16.7% | 4,060 | $421K |
| Atlas Capital Advisors Inc. | 0.05% | No change | 4,370 | $416K |
| Nilsine Partners, LLC | 0.03% | Add +1.8% | 4,333 | $412K |
| D'Orazio & Associates, Inc. | 0.05% | Add +6.6% | 4,302 | $409K |
| Freestone Capital Holdings, LLC | 0.01% | Add +8.3% | 4,284 | $407K |
| Manske Wealth Management | 0.10% | No change | 4,248 | $404K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -13.5% | 4,217 | $401K |
| Texas Yale Capital Corp. | 0.01% | Add +5.0% | 4,200 | $399K |
| Certuity, LLC | 0.02% | Reduce -5.6% | 4,173 | $397K |
| Abundance Wealth Counselors | 0.03% | New | 4,173 | $397K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -7.8% | 4,084 | $388K |
| WealthTrust Axiom LLC | 0.09% | No change | 4,075 | $387K |
| Baird Financial Group, Inc. | 0.00% | Add +67.2% | 4,061 | $386K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -20.7% | 4,050 | $385K |
| Focused Alpha, LLC | 0.10% | Add +10.6% | 4,025 | $383K |
| Weil Company, Inc. | 0.07% | No change | 4,000 | $380K |
| Manchester Capital Management LLC | 0.05% | No change | 3,981 | $379K |
| Samalin Investment Counsel, LLC | 0.12% | Add +3.0% | 3,971 | $378K |
| Keel Point, LLC | 0.02% | Add +2.7% | 3,968 | $377K |
| Sunpointe, LLC | 0.11% | No change | 3,965 | $377K |
| Westerkirk Capital Inc. | 0.04% | No change | 3,954 | $376K |
| Simplicity Wealth,LLC | 0.01% | New | 3,953 | $376K |
| Norden Group LLC | 0.03% | Reduce -27.2% | 3,874 | $368K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -4.1% | 3,863 | $367K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -2.7% | 3,843 | $365K |
| Tower Wealth Partners, Inc. | 0.18% | Add +2.4% | 3,775 | $359K |
| Avior Wealth Management, LLC | 0.01% | Reduce -33.4% | 3,757 | $357K |
| Curi Capital, LLC | 0.01% | Add +1.2% | 3,742 | $356K |
| Klingman & Associates, LLC | 0.02% | Add +12.8% | 3,740 | $356K |
| Mattson Financial Services, LLC | 0.07% | Add +0.4% | 3,473 | $349K |
| Argyle Capital Management, LLC | 0.10% | No change | 3,650 | $347K |
| Integrated Advisors Network LLC | 0.02% | Add +1.9% | 3,639 | $346K |
| Range Advisory, LLC | 0.04% | New | 3,606 | $343K |
| Guardian Capital LP | 0.01% | Add +34.2% | 3,599 | $342K |
| First Citizens Bank & Trust Co. | 0.01% | Add +3.6% | 3,588 | $341K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 3,544 | $337K |
| First Command Advisory Services, Inc. | 0.00% | Add +908.0% | 3,538 | $336K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.5% | 3,531 | $336K |
| Intergy Private Wealth, LLC | 0.08% | Add +10.5% | 3,519 | $335K |
| Angeles Wealth Management, LLC | 0.02% | Add +9.8% | 3,502 | $333K |
| GFS Advisors, LLC | 0.04% | New | 372 | $333K |
| Jackson Wealth Management, LLC | 0.20% | Reduce -93.4% | 3,487 | $332K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.6% | 3,221 | $331K |
| Symmetry Partners, LLC | 0.02% | New | 3,439 | $327K |
| Jane Street Group, LLC | 0.00% | Reduce -98.9% | 3,400 | $323K |
| Focus Financial Network, Inc. | 0.01% | New | 3,393 | $323K |
| Founders Grove Wealth Partners, LLC | 0.06% | Add +5.7% | 3,388 | $322K |
| Fulcrum Equity Management | 0.26% | No change | 3,352 | $319K |
| Syverson Strege & Co | 0.07% | Reduce -7.0% | 3,329 | $317K |
| August Group Capital Ltd | 0.35% | Reduce -0.1% | 3,304 | $314K |
| Prospect Financial Group LLC | 0.25% | Add +1.2% | 3,291 | $313K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,270 | $311K |
| Brown Financial Advisors | 0.11% | Reduce -1.3% | 3,239 | $308K |
| Partners Wealth Management, LLC | 0.29% | No change | 3,150 | $300K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +13.1% | 3,141 | $299K |
| Seed Wealth Management, Inc. | 0.19% | No change | 3,130 | $298K |
| Echo45 Advisors LLC | 0.15% | Reduce -4.5% | 3,047 | $290K |
| Symphony Financial Services, Inc. | 0.13% | Reduce -9.0% | 3,046 | $290K |
| Brown Advisory Inc. | 0.00% | Reduce -34.8% | 3,030 | $288K |
| Victory Financial Group, LLC | 0.03% | New | 3,006 | $286K |
| Diversified Trust Co. | 0.00% | Reduce -17.4% | 2,970 | $282K |
| Regions Financial Corp. | 0.00% | Add +16.2% | 2,959 | $281K |
| Interchange Capital Partners, LLC | 0.05% | New | 2,958 | $281K |
| Kingsview Wealth Management, LLC | 0.00% | New | 2,895 | $275K |
| Tranquilli Financial Advisor LLC | 0.15% | Add +0.1% | 2,892 | $275K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +11.6% | 2,887 | $275K |
| GeoWealth Management, LLC | 0.01% | Add +0.9% | 2,860 | $272K |
| SVB Wealth LLC | 0.02% | Add +3.4% | 2,839 | $270K |
| Brio Consultants, LLC | 0.03% | Add +16.1% | 2,828 | $269K |
| Hoxton Planning & Management, LLC | 0.07% | Reduce -20.3% | 2,823 | $268K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +20.5% | 2,816 | $268K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,790 | $265K |
| Magnus Financial Group LLC | 0.02% | New | 2,787 | $265K |
| TD Private Client Wealth LLC | 0.00% | Add +41.1% | 2,771 | $263K |
| Tidal Investments LLC | 0.00% | Reduce -1.7% | 2,747 | $261K |
| Rexford Capital Inc. | 0.16% | No change | 2,743 | $261K |
| Rothschild Wealth LLC | 0.02% | Add +8.2% | 2,725 | $259K |
| Victory Capital Management Inc. | 0.00% | New | 2,719 | $259K |
| Rosenberg Matthew Hamilton | 0.05% | Add +5.2% | 2,713 | $258K |
| VestGen Advisors, LLC | 0.01% | Add +5.8% | 2,689 | $256K |
| Warren Street Wealth Advisors, LLC | 0.06% | Add +1.7% | 2,645 | $252K |
| Fiduciary Financial Group, LLC | 0.03% | New | 2,632 | $250K |
| Inscription Capital, LLC | 0.02% | Add +2.5% | 2,629 | $250K |
| Ariadne Wealth Management, LP | 0.11% | Add +0.3% | 2,612 | $248K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.0% | 2,600 | $247K |
| Stonebrook Private Inc. | 0.05% | New | 2,599 | $247K |
| National Philanthropic Trust | 0.00% | New | 2,599 | $247K |
| Legacy Wealth Partners, LLC | 0.05% | No change | 2,565 | $244K |
| Modera Wealth Management, LLC | 0.00% | New | 2,547 | $242K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,536 | $241K |
| Braun-Bostich & Associates Inc. | 0.13% | Reduce -1.4% | 2,528 | $240K |
| Permanens Capital L.P. | 0.02% | New | 2,526 | $240K |
| Legacy Wealth Advisors, LLC | 0.10% | New | 2,512 | $239K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.5% | 2,510 | $239K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -16.3% | 2,504 | $238K |
| Acorn Financial Advisory Services Inc. | 0.03% | No change | 2,500 | $238K |
| Aviance Capital Partners, LLC | 0.02% | New | 2,500 | $238K |
| WINTON GROUP Ltd | 0.01% | New | 2,500 | $238K |
| CIBC Bancorp USA Inc. | 0.00% | New | 2,498 | $238K |
| Nisa Investment Advisors, LLC | 0.00% | Add +9.4% | 2,491 | $237K |
| Diversified Enterprises, LLC | 0.01% | Reduce -2.4% | 2,474 | $235K |
| Revisor Wealth Management LLC | 0.06% | New | 2,472 | $235K |
| Hidden Cove Wealth Management, LLC | 0.13% | New | 2,445 | $232K |
| Fragasso Financial Advisors Inc | 0.01% | New | 2,436 | $232K |
| Advisors Capital Management, LLC | 0.00% | New | 2,403 | $229K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,401 | $228K |
| Financial Solutions Advisory Group, Inc. | 0.03% | New | 2,329 | $228K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,395 | $228K |
| Inspire Advisors, LLC | 0.02% | New | 2,392 | $227K |
| Romano Brothers and Company | 0.02% | New | 2,386 | $227K |
| CreativeOne Wealth, LLC | 0.00% | New | 2,374 | $226K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,355 | $224K |
| Nicholas Hoffman & Company, LLC. | 0.00% | New | 2,339 | $222K |
| Claret Asset Management Corp | 0.02% | New | 2,324 | $221K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 2,306 | $219K |
| Owl Creek Wealth Partners LLC | 0.06% | No change | 2,299 | $219K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,267 | $216K |
| Indivisible Partners | 0.01% | New | 2,264 | $215K |
| Everhart Financial Group, Inc. | 0.01% | New | 2,255 | $214K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,245 | $213K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,236 | $213K |
| Facet Wealth, Inc. | 0.00% | New | 2,235 | $213K |
| Huntington National Bank | 0.00% | Add +22.3% | 2,233 | $212K |
| JCIC Asset Management Inc. | 0.06% | No change | 2,567 | $212K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -35.8% | 2,211 | $210K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Add +8.8% | 2,171 | $206K |
| Aspen Grove Capital, LLC | 0.03% | New | 2,170 | $206K |
| Salomon & Ludwin, LLC | 0.02% | Add +42.5% | 2,131 | $204K |
| Schulhoff & Co. Inc. | 0.08% | New | 2,140 | $203K |
| Trivium Point Advisory, LLC | 0.02% | New | 2,137 | $203K |
| RMR Wealth Builders | 0.01% | New | 2,124 | $202K |
| Verdence Capital Advisors LLC | 0.01% | New | 2,114 | $201K |
| Knightsbridge Asset Management, LLC | 0.03% | New | 2,110 | $201K |
| TL Private Wealth | 0.07% | New | 2,055 | $200K |
| Barclays PLC | 0.00% | Reduce -97.8% | 2,059 | $196K |
| CoreCap Advisors, LLC | 0.01% | Add +29.5% | 1,985 | $189K |
| Corient IA LP | 0.17% | Reduce -66.8% | 1,980 | $188K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 1,958 | $186K |
| Fifth Third Bancorp | 0.00% | Reduce -4.8% | 1,832 | $174K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -71.7% | 1,779 | $169K |
| Rothschild Investment LLC | 0.01% | Reduce -2.6% | 1,749 | $166K |
| Grove Bank & Trust | 0.01% | Reduce -0.4% | 1,594 | $152K |
| HM Payson & Co. | 0.00% | Add +50.1% | 1,588 | $151K |
| UMB Bank, n.a. | 0.00% | No change | 1,501 | $143K |
| Strategic Investment Advisors / MI | 0.01% | New | 1,479 | $141K |
| IFP Advisors, Inc | 0.00% | Add +14.4% | 1,439 | $137K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.0% | 1,423 | $135K |
| Larson Financial Group LLC | 0.00% | Add +26.7% | 1,404 | $134K |
| Summit Securities Group LLC | 0.03% | Reduce -6.7% | 1,400 | $133K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -6.0% | 1,326 | $126K |
| Blue Trust, Inc. | 0.00% | Add +1.5% | 1,315 | $125K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,309 | $124K |
| Bogart Wealth, LLC | 0.00% | Add +2.5% | 1,258 | $120K |
| Limestone Investment Advisors LP | 0.05% | Reduce -98.0% | 1,150 | $109K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -2.9% | 1,146 | $109K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +264.5% | 1,130 | $107K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.3% | 1,058 | $101K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,020 | $97K |
| Guardian Partners Inc. | 0.01% | New | 1,000 | $95K |
| Group One Trading LLC | 0.00% | Add +2.0% | 950 | $90K |
| Harbour Investments, Inc. | 0.00% | Add +6.8% | 945 | $90K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 907 | $86K |
| True Wealth Design, LLC | 0.02% | No change | 900 | $86K |
| Private Trust Co. NA | 0.01% | Reduce -6.6% | 893 | $85K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 874 | $83K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 872 | $83K |
| Spire Wealth Management | 0.00% | No change | 855 | $81K |
| Berbice Capital Management LLC | 0.04% | No change | 800 | $76K |
| Hanson & Doremus Investment Management | 0.01% | No change | 783 | $74K |
| Addison Advisors LLC | 0.03% | Reduce -71.2% | 763 | $73K |
| City Holding Co. | 0.01% | New | 700 | $67K |
| MCF Advisors LLC | 0.00% | No change | 689 | $66K |
| StrongBox Wealth, LLC | 0.02% | New | 683 | $65K |
| Mather Group, Llc. | 0.00% | Add +31.5% | 677 | $64K |
| Advisors Preferred, LLC | 0.01% | Reduce -83.0% | 658 | $64K |
| GW&K Investment Management, LLC | 0.00% | No change | 665 | $63K |
| Cornerstone Planning Group LLC | 0.01% | Add +2.5% | 610 | $63K |
| Cape Investment Advisory, Inc. | 0.01% | New | 586 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 575 | $55K |
| Quantum Portfolio Management LLC | 0.02% | New | 570 | $54K |
| Triumph Capital Management | 0.01% | Add +8.2% | 570 | $54K |
| Smithfield Trust Co | 0.00% | No change | 564 | $53K |
| SJS Investment Consulting Inc. | 0.01% | Add +25.8% | 536 | $51K |
| Financial Consulate, Inc. | 0.01% | Add +7.3% | 531 | $50K |
| Dunhill Financial, LLC | 0.01% | Add +82.3% | 505 | $48K |
| Accent Capital Management, LLC | 0.02% | New | 492 | $47K |
| Bare Financial Services, Inc | 0.01% | Add +119.9% | 475 | $45K |
| Lanark Financial, Inc. | 0.00% | Add +6.5% | 457 | $44K |
| Cornerstone Financial Management LLC | 0.03% | Add +47.6% | 440 | $42K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 416 | $40K |
| Highline Wealth Partners LLC | 0.01% | Reduce -1.4% | 416 | $40K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -13.5% | 415 | $39K |
| SHP Wealth Management | 0.00% | Add +32.0% | 412 | $39K |
| LRI Investments, LLC | 0.00% | Add +9.9% | 412 | $39K |
| Bell Investment Advisors, Inc | 0.01% | No change | 405 | $39K |
| Essential Partners LLC | 0.02% | No change | 397 | $38K |
| JPL Wealth Management, LLC | 0.01% | Reduce -17.8% | 383 | $36K |
| Security National Bank of So Dak | 0.02% | New | 381 | $36K |
| Retirement Wealth Solutions LLC | 0.02% | No change | 367 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +61.6% | 354 | $34K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +19.7% | 346 | $33K |
| Raffa Wealth Management, LLC | 0.00% | Add +13.0% | 339 | $32K |
| Maseco LLP | 0.00% | Add +20.1% | 329 | $31K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 324 | $31K |
| Fairscale Capital, LLC | 0.02% | No change | 321 | $31K |
| Capital Analysts, LLC | 0.00% | No change | 318 | $30K |
| Kilter Group LLC | 0.01% | Add +463.6% | 310 | $29K |
| Cary Street Partners Financial LLC | 0.00% | New | 294 | $28K |
| Atlatl Advisers LLC | 0.01% | New | 284 | $27K |
| Flagship Wealth Advisors, LLC | 0.01% | New | 275 | $26K |
| Principia Wealth Advisory, LLC | 0.01% | Add +8.6% | 266 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 266 | $25K |
| Vanguard National Trust Co | 0.00% | New | 265 | $25K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1.7% | 241 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | Add +48.7% | 235 | $22K |
| Atwood & Palmer Inc. | 0.00% | No change | 233 | $22K |
| Signature Equity Partners, LLC | 0.01% | Add +19.7% | 231 | $22K |
| Zions Bancorporation, National Association | 0.00% | No change | 223 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | New | 222 | $21K |
| CX Institutional | 0.00% | No change | 223 | $21K |
| Indiana Trust & Investment Management Co | 0.01% | New | 220 | $21K |
| Trust Co. of Toledo NA | 0.00% | No change | 214 | $20K |
| Creative Financial Designs Inc. | 0.00% | Reduce -26.3% | 213 | $20K |
| Fiduciary Financial Advisors | 0.00% | New | 208 | $19K |
| IMA Advisory Services, Inc. | 0.00% | Add +75.2% | 205 | $19K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 203 | $19K |
| Stone House Investment Management, LLC | 0.00% | Add +395.1% | 203 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +26.9% | 203 | $19K |
| MRP Capital Investments, LLC | 0.01% | No change | 200 | $19K |
| Valley National Advisers Inc. | 0.00% | No change | 200 | $19K |
| Valued Wealth Advisors LLC | 0.01% | No change | 189 | $18K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +2.2% | 188 | $18K |
| Dogwood Wealth Management LLC | 0.01% | Add +44.0% | 180 | $17K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 180 | $17K |
| Fortitude Family Office, LLC | 0.00% | No change | 169 | $16K |
| Roxbury Financial LLC | 0.01% | No change | 168 | $16K |
| Rossby Financial, LCC | 0.00% | Add +13.6% | 167 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 15,748 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 163 | $16K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 160 | $15K |
| American Capital Advisory, LLC | 0.01% | Reduce -10.0% | 153 | $15K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.0% | 151 | $14K |
| Havemeyer Place LP | 0.00% | Reduce -97.9% | 149 | $14K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 148 | $14K |
| Arlington Trust Co LLC | 0.00% | No change | 148 | $14K |
| Penserra Capital Management LLC | 0.00% | Add +29.9% | 152 | $14K |
| North Star Investment Management Corp. | 0.00% | Add +4.3% | 146 | $14K |
| MV Capital Management, Inc. | 0.00% | Reduce -9.5% | 143 | $14K |
| Independence Bank of Kentucky | 0.00% | No change | 136 | $13K |
| CVA Family Office, LLC | 0.00% | No change | 136 | $13K |
| Golden State Wealth Management, LLC | 0.00% | Add +3.3% | 125 | $12K |
| Rachor Investment Advisory Services, LLC | 0.01% | No change | 120 | $11K |
| Bayforest Capital Ltd | 0.01% | New | 117 | $11K |
| Regatta Research & Money Management | 0.01% | — | 115 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 114 | $11K |
| Hager Investment Management Services, LLC | 0.00% | New | 112 | $11K |
| Motco | 0.00% | New | 111 | $11K |
| Downshift Financial, LLC | 0.00% | New | 108 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 100 | $10K |
| PlanVest Financial, Inc | 0.01% | No change | 100 | $10K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $10K |
| Main Street Group, LTD | 0.00% | No change | 100 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 100 | $10K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 98 | $9K |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $9K |
| WPG Advisers, LLC | 0.01% | No change | 93 | $9K |
| Turim 21 Investimentos Ltda. | 0.00% | No change | 92 | $9K |
| Burk Holdings LLC | 0.00% | No change | 88 | $8K |
| JNBA Financial Advisors | 0.00% | Add +115.4% | 84 | $8K |
| Archer Investment Corp | 0.00% | Add +3.8% | 83 | $8K |
| Institute for Wealth Management, LLC. | 0.00% | New | 80 | $8K |
| Kozak & Associates, Inc. | 0.00% | No change | 79 | $8K |
| Crewe Advisors LLC | 0.00% | Add +108.3% | 75 | $7K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 70 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 69 | $7K |
| Aventura Private Wealth, LLC | 0.00% | New | 69 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Add +76.9% | 69 | $7K |
| CENTRAL TRUST Co | 0.00% | Add +126.7% | 68 | $6K |
| Trust Co | 0.00% | Add +466.7% | 68 | $6K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 68 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 57 | $6K |
| Highland Investment Advisors LLC | 0.00% | — | 61 | $6K |
| Winch Advisory Services, LLC | 0.00% | New | 60 | $6K |
| City State Bank | 0.00% | New | 60 | $6K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -88.4% | 58 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 57 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 55 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 54 | $5K |
| WealthCollab, LLC | 0.00% | No change | 52 | $5K |
| Asset Dedication, LLC | 0.00% | Add +52.9% | 52 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | Reduce -3.9% | 50 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 50 | $5K |
| Nemes Rush Group LLC | 0.00% | No change | 50 | $5K |
| Eastern Bank | 0.00% | New | 49 | $5K |
| Clean Yield Group | 0.00% | No change | 48 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 46 | $4K |
| MidFirst Bank | 0.00% | No change | 46 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +15.0% | 46 | $4K |
| Ninepoint Partners LP | 0.00% | Reduce -11.8% | 45 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 44 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 44 | $4K |
| Allied Private Wealth LLC | 0.00% | — | 43 | $4K |
| Markowski Investments | 0.00% | — | 43 | $4K |
| Wiser Advisor Group LLC | 0.00% | No change | 41 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 40 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +37.9% | 40 | $4K |
| Key Financial Inc | 0.00% | Reduce -79.5% | 39 | $4K |
| Marshall Investment Management, LLC | 0.00% | New | 38 | $4K |
| 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% | No change | 32 | $3K |
| T. Rowe Price Associates Inc. | 0.00% | New | 24 | $3K |
| Monetary Solutions, Ltd | 0.00% | New | 29 | $3K |
| Silicon Valley Capital Partners | 0.00% | Add +3.6% | 29 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 25 | $2K |
| TD Capital Management LLC | 0.00% | No change | 23 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 23 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 22 | $2K |
| Breakwater Investment Management | 0.00% | New | 21 | $2K |
| Abound Wealth Management | 0.00% | No change | 21 | $2K |
| Quent Capital, LLC | 0.00% | New | 20 | $2K |
| Wellington-Altus USA Inc. | 0.00% | No change | 21 | $2K |
| Webster Bank, N. A. | 0.00% | New | 18 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 16 | $2K |
| Caitlin John, LLC | 0.00% | No change | 16 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 16 | $2K |
| Buck Wealth Strategies, LLC | 0.00% | New | 15 | $1K |
| Caldwell Trust Co | 0.00% | New | 13 | $1K |
| NFJ Investment Group, LLC | 0.00% | New | 13 | $1K |
| Southern Michigan Bank & Trust | 0.00% | No change | 11 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 10 | $1K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 10 | $951 |
| Mosley Wealth Management | 0.00% | New | 10 | $951 |
| Decker Retirement Planning Inc. | 0.00% | New | 6 | $600 |
| Toth Financial Advisory Corp. | 0.00% | No change | 6 | $571 |
| Alerus Financial NA | 0.00% | No change | 1 | $95 |
| Rakuten Securities, Inc. | 0.00% | Reduce -97.4% | 1 | $95 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -99.4% | 1 | $84 |
| 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.