HOULIHAN LOKEY, INC. - HLI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 5,240,406 702,895 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,774,115 372,092 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,439,724 327,240 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,426,619 325,482 1.01% 1.01% 4 0 0.0% Q2 2026 Aug 13, 2026
EARNEST PARTNERS LLC History No change 2,172,720 291,426 1.05% 1.05% 5 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 1,992,096 267,201 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,749,472 234,652 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
MORGAN STANLEY History No change 1,690,245 226,712 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,383,912 185,658 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 1,300,687 174,461 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 1,235,441 165,709 0.02% 0.02% 11 0 0.0% Q2 2026 Sep 02, 2026
Neuberger Berman Group LLC History No change 992,787 133,162 0.09% 0.09% 12 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 938,411 125,869 1.79% 1.79% 13 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 929,760 124,708 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 890,616 119,458 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
BAMCO INC /NY/ History No change 869,544 116,631 0.18% 0.18% 16 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 825,406 110,711 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 705,487 94,626 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 692,896 92,935 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 690,813 92,658 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 656,486 88,054 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 654,087 87,732 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 635,294 85,212 0.07% 0.07% 23 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 620,282 83,198 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 561,266 75,282 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 526,868 70,668 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 521,880 69,999 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 514,374 68,992 0.61% 0.61% 28 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 486,239 65,219 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 14, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 463,415 62,157 0.2% 0.2% 30 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 458,942 61,557 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Van Berkom & Associates Inc. History No change 436,412 58,536 1.89% 1.89% 32 0 0.0% Q2 2026 Aug 05, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 430,600 57,808 0.05% 0.05% 33 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 417,511 56,000 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 406,981 54,588 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 06, 2026
Capital International Investors History No change 406,531 54,528 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 383,961 51,500 0.06% 0.06% 37 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 382,195 51,263 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 03, 2026
MILLENNIUM MANAGEMENT LLC History No change 375,874 50,415 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 349,700 46,906 0.37% 0.37% 40 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 345,248 46,308 0.08% 0.08% 41 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 343,231 46,037 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 321,436 43,114 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 314,566 42,192 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 290,735 40,280 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 290,765 39,000 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 288,794 38,735 0.01% 0.01% 47 0 0.0% Q2 2026 Sep 23, 2026
TUDOR INVESTMENT CORP ET AL History No change 263,803 35,383 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 14, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 261,511 35,076 1.69% 1.69% 49 0 0.0% Q2 2026 Aug 10, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 263,456 35,018 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 259,909 34,861 0.15% 0.15% 51 0 0.0% Q2 2026 Aug 14, 2026
ARIEL INVESTMENTS, LLC History No change 244,520 32,797 0.33% 0.33% 52 0 0.0% Q2 2026 Aug 14, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 256,760 32,439 0.71% 0.47% 53 +88,862 52.93% Q3 2026 Oct 08, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 239,140 32,037 0.43% 0.43% 54 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 219,632 29,459 0.08% 0.08% 55 0 0.0% Q2 2026 Jul 10, 2026
Ancora Advisors LLC History No change 214,346 28,750 0.55% 0.55% 56 0 0.0% Q2 2026 Aug 14, 2026
Champlain Investment Partners, LLC History No change 209,983 28,165 0.72% 0.72% 57 0 0.0% Q2 2026 Aug 12, 2026
Fiera Capital Corp History No change 206,982 27,762 0.1% 0.1% 58 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 206,485 27,695 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
BARLOW WEALTH PARTNERS, LLC History No change 205,696 27,627 2.98% 2.98% 60 0 0.0% Q2 2026 Jul 14, 2026
BARCLAYS PLC History No change 200,535 26,897 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 189,028 25,354 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 187,563 25,157 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 186,627 25,032 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
Alyeska Investment Group, L.P. History No change 171,137 22,954 0.06% 0.06% 65 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 169,929 22,792 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 13, 2026
SEGALL BRYANT & HAMILL, LLC History No change 167,184 22,424 0.27% 0.27% 67 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 166,495 22,331 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 163,937 21,988 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 152,433 20,445 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 11, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 158,547 20,030 0.64% 0.7% 71 -5,582 -3.4% Q3 2026 Oct 05, 2026
JPMORGAN CHASE & CO History No change 148,128 20,023 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 132,289 17,743 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 126,476 16,964 0.02% 0.02% 74 0 0.0% Q2 2026 Jul 08, 2026
Walleye Capital LLC History No change 125,338 16,811 0.06% 0.06% 75 0 0.0% Q2 2026 Aug 03, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 123,130 16,515 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 04, 2026
ATWOOD & PALMER INC History Added to 128,463 16,230 0.83% 0.15% 77 +107,566 514.74% Q3 2026 Oct 08, 2026
GHP Investment Advisors, Inc. History No change 119,657 16,049 0.59% 0.59% 78 0 0.0% Q2 2026 Jul 17, 2026
BROWN ADVISORY INC History No change 118,776 15,931 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 109,973 14,750 0.18% 0.18% 80 0 0.0% Q2 2026 Aug 06, 2026
Swiss National Bank History No change 109,336 14,665 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 11, 2026
BNP Paribas Asset Management Holding S.A. History No change 96,879 12,988 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 94,646 12,694 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 92,125 12,356 0.02% 0.02% 84 0 0.0% Q2 2026 Jul 29, 2026
ALPS ADVISORS INC History No change 91,702 12,299 0.06% 0.06% 85 0 0.0% Q2 2026 Jul 29, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 87,413 11,724 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 85,383 11,452 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
Montanaro Asset Management Ltd History No change 82,934 11,123 3.51% 3.51% 88 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 77,994 11,110 0.11% 0.11% 89 0 0.0% Q2 2026 Jul 27, 2026
ExodusPoint Capital Management, LP History No change 80,822 10,840 0.07% 0.07% 90 0 0.0% Q2 2026 Aug 14, 2026
MUFG Securities EMEA plc History No change 79,700 10,690 0.11% 0.11% 91 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 78,512 10,530 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 76,000 10,193 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 69,903 10,039 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 73,667 9,880 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Prana Capital Management, LP History No change 71,882 9,641 0.29% 0.29% 96 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 71,415 9,578 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 69,161 9,276 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 06, 2026
Crawford Fund Management, LLC History No change 68,431 9,178 1.41% 1.41% 99 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 68,030 9,125 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
Interval Partners, LP History No change 67,227 9,017 0.23% 0.23% 101 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 66,982 8,984 0.06% 0.06% 102 0 0.0% Q2 2026 Aug 12, 2026
Boston Partners History No change 64,924 8,708 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 04, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 63,069 8,459 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 24, 2026
Leith Wheeler Investment Counsel Ltd. History No change 61,888 8,301 0.63% 0.63% 105 0 0.0% Q2 2026 Aug 05, 2026
Schonfeld Strategic Advisors LLC History No change 61,352 8,229 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 59,091 7,925 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 56,078 7,521 0.02% 0.02% 108 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 54,058 7,250 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 53,640 7,194 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 53,484 7,173 1.62% 1.62% 111 0 0.0% Q2 2026 Jul 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 51,974 6,972 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 51,368 6,889 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 50,697 6,799 0.07% 0.07% 114 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 49,468 6,635 0.09% 0.09% 115 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 49,451 6,632 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 48,160 6,486 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 47,637 6,389 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 45,505 6,103 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 44,906 6,023 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 42,939 5,759 0.11% 0.11% 121 0 0.0% Q2 2026 Jul 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 40,895 5,485 0.35% 0.35% 122 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 38,849 5,404 0.1% 0.1% 123 0 0.0% Q2 2026 Jul 27, 2026
Grandeur Peak Global Advisors, LLC History No change 39,863 5,346 1.24% 1.24% 124 0 0.0% Q2 2026 Aug 17, 2026
Brevan Howard Capital Management LP History No change 39,300 5,271 0.04% 0.04% 125 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 39,151 5,251 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 38,584 5,175 0.0% 0.0% 127 0 0.0% Q2 2026 Sep 09, 2026
STRS OHIO History No change 38,449 5,157 0.02% 0.02% 128 0 0.0% Q2 2026 Jul 30, 2026
CANADA LIFE ASSURANCE Co History No change 37,796 5,071 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 37,118 4,978 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
COMMERCE BANK History No change 35,858 4,809 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 37,263 4,677 0.01% 0.01% 132 +6,296 20.33% Q3 2026 Oct 13, 2026
FIFTH THIRD BANCORP History No change 34,200 4,587 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 05, 2026
Pier Capital, LLC History No change 34,014 4,562 0.6% 0.6% 134 0 0.0% Q2 2026 Aug 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 33,386 4,478 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 32,083 4,303 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 31,871 4,274 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 27, 2026
Jupiter Topco LLC History No change 30,584 4,104 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 30,495 4,090 0.03% 0.03% 139 0 0.0% Q2 2026 Aug 14, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 28,870 3,872 0.98% 0.98% 140 0 0.0% Q2 2026 Jul 20, 2026
Hilton Capital Management, LLC History No change 28,101 3,769 0.26% 0.26% 141 0 0.0% Q2 2026 Aug 04, 2026
Geneos Wealth Management Inc. History No change 27,923 3,745 0.08% 0.08% 142 0 0.0% Q2 2026 Aug 06, 2026
MetLife Investment Management, LLC History No change 26,110 3,502 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 26,071 3,496 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 07, 2026
VELA Investment Management, LLC History No change 25,348 3,399 0.74% 0.74% 145 0 0.0% Q2 2026 Aug 27, 2026
Empowered Funds, LLC History No change 25,202 3,380 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 25,108 3,367 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
Harbor Advisors LLC History No change 25,000 3,353 0.42% 0.42% 148 0 0.0% Q2 2026 Jul 28, 2026
TWINBEECH CAPITAL LP History No change 24,800 3,326 0.6% 0.6% 149 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History No change 24,787 3,325 0.02% 0.02% 150 0 0.0% Q2 2026 Jul 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 24,549 3,292 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 23, 2026
Trexquant Investment LP History No change 24,512 3,287 0.02% 0.02% 152 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 23,907 3,206 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 23,380 3,135 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Treasurer of the State of North Carolina History No change 23,214 3,114 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 23,128 3,102 0.12% 0.12% 156 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 22,727 3,048 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 22,281 2,988 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 22,072 2,960 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 22,041 2,956 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 21,970 2,946 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
AXQ CAPITAL, LP History No change 21,246 2,849 0.31% 0.31% 162 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 20,986 2,814 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 17, 2026
Vanguard Global Advisers, LLC History No change 20,972 2,812 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Faithward Advisors, LLC History No change 20,481 2,747 0.34% 0.34% 165 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 20,327 2,726 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 20,204 2,709 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 20,120 2,704 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 19,909 2,670 0.03% 0.03% 169 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 19,791 2,654 0.03% 0.03% 170 0 0.0% Q2 2026 Aug 03, 2026
State of Tennessee, Department of Treasury History No change 19,034 2,553 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Bell Asset Management Ltd History Reduced 19,859 2,508 0.91% 0.92% 172 -5,825 -22.68% Q3 2026 Oct 08, 2026
SG Americas Securities, LLC History No change 18,005 2,415 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 17,929 2,404 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
Voleon Capital Management LP History No change 17,925 2,404 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 17,872 2,397 0.1% 0.1% 176 0 0.0% Q2 2026 Aug 13, 2026
FJ Capital Management LLC History No change 17,497 2,346 0.3% 0.3% 177 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 17,434 2,338 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
Salvus Wealth Management, LLC History New 18,476 2,334 1.33% — 179 +18,476 New Q3 2026 Oct 13, 2026
Sanctuary Advisors, LLC History No change 17,214 2,308 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 17,161 2,301 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 13, 2026
DIVERSIFIED MANAGEMENT INC History New 18,154 2,293 0.4% — 182 +18,154 New Q3 2026 Oct 08, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 16,620 2,229 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 12, 2026
Weil Company, Inc. History No change 16,501 2,213 0.39% 0.39% 184 0 0.0% Q2 2026 Aug 05, 2026
State of New Jersey Common Pension Fund D History No change 16,120 2,162 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 04, 2026
Bridgewater Associates, LP History No change 16,007 2,147 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 15,900 2,132 0.03% 0.03% 187 0 0.0% Q2 2026 Jul 21, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 15,683 2,104 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 15,659 2,100 0.02% 0.02% 189 0 0.0% Q2 2026 Jul 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,289 2,050 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History No change 15,025 2,015 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 07, 2026
FORA Capital, LLC History No change 14,909 2,001 0.14% 0.14% 192 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 14,700 1,971 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History No change 14,639 1,963 0.03% 0.03% 194 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 14,628 1,962 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 14,525 1,948 0.09% 0.09% 196 0 0.0% Q2 2026 Jul 21, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 13,781 1,848 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 13,696 1,837 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History No change 13,598 1,823 0.01% 0.01% 199 0 0.0% Q2 2026 Jul 13, 2026
Vanguard Investments Australia, Ltd. History No change 13,567 1,819 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 13,424 1,800 0.02% 0.02% 201 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 12,980 1,741 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 12,700 1,703 0.01% 0.01% 203 0 0.0% Q2 2026 Jul 30, 2026
KLP KAPITALFORVALTNING AS History No change 12,700 1,703 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 12,657 1,698 0.11% 0.11% 205 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 12,531 1,680 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 12,347 1,656 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 12,333 1,654 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 10, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 12,258 1,644 0.36% 0.36% 209 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 12,196 1,635 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 12,464 1,574 0.05% 0.04% 211 +4,324 53.12% Q3 2026 Oct 08, 2026
Ensign Peak Advisors, Inc History No change 11,657 1,563 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 11,226 1,505 0.08% 0.08% 213 0 0.0% Q2 2026 Aug 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 11,199 1,502 0.02% 0.02% 214 0 0.0% Q2 2026 Jul 28, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 10,600 1,422 0.04% 0.04% 215 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 10,547 1,414 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10,051 1,348 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 13, 2026
Linden Thomas Advisory Services, LLC History No change 9,950 1,334 0.11% 0.11% 218 0 0.0% Q2 2026 Jul 16, 2026
Summit Trail Advisors, LLC History No change 9,739 1,306 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 11, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 9,596 1,287 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 14, 2026
Henshaw Capital LLC History No change 9,387 1,259 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 12, 2026
APPLETON PARTNERS INC/MA History No change 9,068 1,216 0.07% 0.07% 222 0 0.0% Q2 2026 Jul 21, 2026
Aquatic Capital Management LLC History No change 8,886 1,191 0.04% 0.04% 223 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 1,122,126 1,186 0.1% 0.1% 224 0 0.0% Q2 2026 Jul 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 8,797 1,179 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 10, 2026
PineStone Asset Management Inc. History No change 8,794 1,179 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 13, 2026
Cannell & Spears LLC History No change 8,671 1,163 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History No change 8,606 1,154 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 30, 2026
Atria Investments, Inc History No change 8,597 1,153 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 8,487 1,138 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 06, 2026
New Age Alpha Advisors, LLC History No change 8,460 1,134 0.05% 0.05% 231 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 8,240 1,105 0.0% 0.0% 232 0 0.0% Q2 2026 Jul 30, 2026
CIM, LLC History No change 8,186 1,097 0.14% 0.14% 233 0 0.0% Q2 2026 Aug 13, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 7,704 1,033 0.13% 0.13% 234 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 7,507 1,006 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 7,422 995 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,370 988 0.01% 0.01% 237 0 0.0% Q2 2026 Sep 23, 2026
Fisher Asset Management, LLC History No change 7,344 985 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 7,247 972 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 7,050 945 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 6,983 936 0.02% 0.02% 241 0 0.0% Q2 2026 Jul 17, 2026
TRUIST FINANCIAL CORP History No change 6,855 919 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 28, 2026
Taylor Frigon Capital Management LLC History No change 6,822 915 0.43% 0.43% 243 0 0.0% Q2 2026 Jul 23, 2026
Sendero Wealth Management, LLC History No change 6,779 909 0.09% 0.09% 244 0 0.0% Q2 2026 Aug 04, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 6,768 907 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 10, 2026
PDT Partners, LLC History No change 6,630 889 0.05% 0.05% 246 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 6,541 877 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 10, 2026
Callan Family Office, LLC History No change 6,505 872 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 11, 2026
BANK OF NOVA SCOTIA History No change 6,433 862 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 6,335 849 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 6,141 824 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 05, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 6,461 816 0.01% 0.0% 252 +3,319 105.63% Q3 2026 Oct 13, 2026
Pacer Advisors, Inc. History No change 6,069 814 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,893 790 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 5,870 787 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 19, 2026
PARK AVENUE SECURITIES LLC History No change 5,710 766 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 20, 2026
FULTON BANK, N.A. History No change 5,696 764 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 09, 2026
Union Bancaire Privee, UBP SA History No change 5,484 759 0.01% 0.01% 258 0 0.0% Q2 2026 Jul 16, 2026
State of Alaska, Department of Revenue History No change 5,313 712 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 20, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 5,248 703 0.07% 0.07% 260 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 5,200 697 0.04% 0.04% 261 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 5,166 692 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 5,143 689 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 5,057 678 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 5,019 673 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 13, 2026
EntryPoint Capital, LLC History No change 4,797 643 0.16% 0.16% 266 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,712 632 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 10, 2026
INTRUST BANK NA History No change 4,562 611 0.05% 0.05% 268 0 0.0% Q2 2026 Aug 05, 2026
Apriem Advisors History No change 4,481 601 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 4,431 594 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 16, 2026
GLENMEDE TRUST CO NA History No change 4,392 589 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 4,303 577 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 4,194 562 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 4,178 559 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,951 553 0.02% 0.02% 275 0 0.0% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History No change 4,127 553 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History Added to 4,233 551 0.02% 0.01% 278 +563 15.34% Q3 2026 Oct 13, 2026
CONNABLE OFFICE INC History No change 4,111 551 0.05% 0.05% 277 0 0.0% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History No change 3,926 526 0.01% 0.01% 279 0 0.0% Q2 2026 Jul 21, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 3,851 516 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 07, 2026
Yorktown Management & Research Co Inc History No change 3,850 516 0.32% 0.32% 281 0 0.0% Q2 2026 Jul 23, 2026
Swiss Life Asset Management Ltd History No change 3,833 514 0.0% 0.0% 282 0 0.0% Q2 2026 Jul 29, 2026
Caitlin John, LLC History No change 3,833 514 0.28% 0.28% 283 0 0.0% Q2 2026 Aug 17, 2026
Clifford Group, LLC History No change 3,822 512 0.35% 0.35% 284 0 0.0% Q2 2026 Aug 14, 2026
AlphaGrep UK Ltd History No change 3,807 510 0.15% 0.15% 285 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 3,788 508 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 3,780 506 0.0% 0.0% 287 0 0.0% Q2 2026 Sep 08, 2026
Quantum Portfolio Management LLC History No change 3,776 506 0.18% 0.18% 288 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 3,751 503 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 3,750 502 0.08% 0.08% 290 0 0.0% Q2 2026 Jul 31, 2026
GUGGENHEIM CAPITAL LLC History No change 3,710 497 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,667 491 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 3,600 482 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 25, 2026
Brookstone Capital Management History No change 3,567 478 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 15, 2026
Inspire Investing, LLC History No change 3,528 473 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 12, 2026
J2 Capital Management Inc History No change 3,522 472 0.32% 0.32% 296 0 0.0% Q2 2026 Jul 20, 2026
Venturi Wealth Management, LLC History No change 3,508 470 0.02% 0.02% 297 0 0.0% Q2 2026 Jul 20, 2026
Sepio Capital, LP History No change 3,406 456 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 28, 2026
CAXTON ASSOCIATES LLP History No change 3,393 455 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,339 447 0.0% 0.0% 300 0 0.0% Q2 2026 Sep 23, 2026