HealthEquity, Inc. (HQY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HQY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for HealthEquity, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HQY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for HealthEquity, Inc..

Is institutional money flowing into HQY?

211 institutional investors hold HealthEquity, Inc. (HQY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HQY?

Track institutional sentiment and conviction scores for HealthEquity, Inc. (HQY) including Smart Money Verdict and position changes on HoldingsIntel.

HealthEquity, Inc.

HQY·42226A107·US·equity·Healthcare - Health Information Services-13D/G

HQY (HealthEquity, Inc.) is held by 211 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($1B), VANGUARD GROUP INC ($794.1M), WASATCH ADVISORS LP ($603.7M). Net institutional sentiment: Mixed.

211

Holders

Avg rating(16 Elite)

$6.9B

Total Value

45% (230)

Fund Consensus

102 buying - 124 selling

Smart Money VerdictView all

39Weak MomentumFull Convergence

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See how HQY's score breaks down across 4 SEC sources

Held by 211 funds

16 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 27, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderWellborn Gayle FurgursonSell $425KDec 12, 2025

InsiderLadd DelanoSell $157KNov 20, 2025

ActivistFMR LLC4.1%Nov 5, 2025

CongressLisa McClainSale $1,001 - $15,000Jun 17, 2025

CongressGilbert CisnerosSale $1,001 - $15,000Jun 16, 2025

CongressLisa McClainBuy $1,001 - $15,000Jun 11, 2025

CongressRob BresnahanSale $1,001 - $15,000Jan 13, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	11.2M(+0.5%)	$1B	0.0%	-16.88%	32
VANGUARD GROUP INC	Decreased	8.7M(-0.9%)	$794.1M	0.0%	-0.14%	0
WASATCH ADVISORS LP	Increased	6.6M(+4.5%)	$603.7M	3.6%	+20.82%	60
STATE STREET CORP	Decreased	3.1M(-1.9%)	$283.2M	0.0%	+17.40%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.2M(+0.3%)	$201.7M	0.0%	+22.75%	31
FMR LLC	Decreased	2.1M(-41.2%)	$188M	0.0%	-17.02%	0
WESTFIELD CAPITAL MANAGEMENT CO LP	Increased	2M(+13.7%)	$178.9M	0.7%	-16.23%	49
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	New	1.9M	$170M	0.5%	-13.05%	50
AQR CAPITAL MANAGEMENT LLC	Decreased	1.8M(-0.1%)	$161.4M	0.1%	-16.03%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.6M(+1.5%)	$144.9M	0.0%	+25.85%	31
BROWN ADVISORY INC	Decreased	1.5M(-5.6%)	$138.8M	0.2%	+18.04%	0
MORGAN STANLEY	Increased	1.5M(+14.1%)	$136.1M	0.0%	-8.20%	34
Clearbridge Investments, LLC	Decreased	1.4M(-0.1%)	$124.5M	0.1%	+27.34%	0
MACKENZIE FINANCIAL CORP	Decreased	1.2M(-7.6%)	$108.2M	0.1%	+15.41%	0
JPMORGAN CHASE & CO	Decreased	1.2M(-3.3%)	$106.8M	0.0%	-17.81%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	1.1M(-0.8%)	$103.8M	0.0%	+24.16%	0
NORTHERN TRUST CORP	Decreased	1M(-5.7%)	$93.3M	0.0%	+11.25%	0
LOOMIS SAYLES & CO L P	Decreased	953,072(-3.3%)	$87.3M	0.1%	+14.28%	0
MILLENNIUM MANAGEMENT LLC	Increased	951,563(+151.6%)	$87.2M	0.0%	-9.00%	48
GOLDMAN SACHS GROUP INC	Increased	924,249(+5.6%)	$84.7M	0.0%	-16.64%	31
Invesco Ltd.	Decreased	871,802(-59.0%)	$79.9M	0.0%	-0.25%	0
JANUS HENDERSON GROUP PLC	Decreased	820,233(-2.3%)	$75.1M	0.0%	+16.69%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	767,391(-3.6%)	$70.3M	0.0%	+13.10%	0
BAMCO INC /NY/	Decreased	756,025(-0.5%)	$69.3M	0.2%	+34.84%	0
AMERICAN CENTURY COMPANIES INC	Decreased	747,398(-3.1%)	$68.5M	0.0%	+7.16%	0
Allspring Global Investments Holdings, LLC	Decreased	729,510(-4.5%)	$66.4M	0.1%	+35.18%	0
Nuveen, LLC	Increased	674,066(+22.6%)	$61.8M	0.0%	-8.64%	36
AMERIPRISE FINANCIAL INC	Decreased	673,191(-2.5%)	$61.7M	0.0%	-5.45%	0
SEI INVESTMENTS CO	Increased	668,945(+7.2%)	$61.3M	0.1%	+17.66%	32
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	634,175	$58.1M	0.1%	-13.05%	41
Bank of New York Mellon Corp	Decreased	621,879(-3.7%)	$57M	0.0%	+13.12%	0
UBS Group AG	Increased	617,741(+12.5%)	$56.6M	0.0%	-8.04%	33
BANK OF AMERICA CORP /DE/	Decreased	600,858(-11.1%)	$55M	0.0%	-15.97%	0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	580,074(-11.1%)	$53.1M	0.1%	+10.20%	0
Artisan Partners Limited Partnership	Decreased	542,216(-9.2%)	$49.7M	0.1%	-16.71%	0
MARSHALL WACE, LLP	Increased	450,322(+53.6%)	$41.3M	0.0%	-15.74%	41
Swedbank AB	New	437,300	$40.1M	0.0%	-13.05%	40
RAYMOND JAMES FINANCIAL INC	Decreased	410,811(-0.6%)	$37.8M	0.0%	-16.95%	0
DAVENPORT & Co LLC	Increased	394,415(+2.1%)	$36.4M	0.2%	+13.10%	35
LAZARD ASSET MANAGEMENT LLC	Decreased	351,292(-5.3%)	$32.2M	0.1%	-7.63%	0
FRANKLIN RESOURCES INC	Decreased	341,700(-59.3%)	$31.3M	0.0%	+23.79%	0
ROYAL BANK OF CANADA	Decreased	338,465(-3.6%)	$31M	0.0%	-17.93%	0
BALYASNY ASSET MANAGEMENT L.P.	New	281,631	$25.8M	0.0%	-13.05%	40
PRINCIPAL FINANCIAL GROUP INC	Increased	277,417(+9.3%)	$25.4M	0.0%	+19.33%	31
CIBC Private Wealth Group LLC	Increased	276,723(+29.7%)	$25.4M	0.0%	-9.55%	36
Man Group plc	Decreased	276,444(-10.0%)	$25.3M	0.0%	-20.90%	0
RHUMBLINE ADVISERS	Decreased	247,963(-8.9%)	$22.7M	0.0%	+28.78%	0
WCM INVESTMENT MANAGEMENT, LLC	Decreased	233,960(-5.8%)	$21.6M	0.0%	-8.74%	0
ALLIANCEBERNSTEIN L.P.	Decreased	226,179(-0.5%)	$20.7M	0.0%	+22.62%	0
WELLS FARGO & COMPANY/MN	Increased	216,034(+21.2%)	$19.8M	0.0%	-5.42%	34
CITADEL ADVISORS LLC	Decreased	215,267(-49.6%)	$19.7M	0.0%	-19.23%	0
Retirement Systems of Alabama	Decreased	212,306(-0.5%)	$19.4M	0.1%	+3.31%	0
Qube Research & Technologies Ltd	Increased	202,413(+72.9%)	$18.5M	0.0%	-17.67%	42
GLENMEDE TRUST CO NA	Decreased	198,884(-15.3%)	$18.2M	0.1%	+39.95%	0
Trexquant Investment LP	New	197,874	$18.1M	0.2%	-13.05%	47
Engineers Gate Manager LP	Increased	194,392(+161.3%)	$17.8M	0.2%	-14.64%	55
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	190,206(-1.8%)	$17.4M	0.0%	-3.03%	0
BARCLAYS PLC	Decreased	185,104(-13.6%)	$17M	0.0%	-9.01%	0
Point72 Asset Management, L.P.	Decreased	182,017(-67.6%)	$16.7M	0.0%	-15.64%	0
NEW YORK STATE COMMON RETIREMENT FUND	Increased	178,811(+1.0%)	$16.4M	0.0%	-12.18%	28
Swiss National Bank	Increased	170,000(+1.4%)	$15.6M	0.0%	+29.14%	28
AXIOM INVESTORS LLC /DE	Increased	168,216(+11.1%)	$15.4M	0.1%	-12.70%	37
Russell Investments Group, Ltd.	Increased	161,555(+6.9%)	$14.8M	0.0%	-8.69%	30
Ensign Peak Advisors, Inc	Decreased	155,005(-12.2%)	$14.2M	0.0%	+4.85%	0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Decreased	152,765(-1.2%)	$14M	0.0%	+4.01%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	149,122(-52.7%)	$13.7M	0.0%	+16.23%	0
LPL Financial LLC	Decreased	143,848(-1.0%)	$13.2M	0.0%	-9.17%	0
Legal & General Group Plc	Decreased	135,356(-14.2%)	$12.4M	0.0%	+19.83%	0
FRONTIER CAPITAL MANAGEMENT CO LLC	Increased	127,646(+11.2%)	$11.7M	0.1%	-14.62%	37
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	118,143(-0.7%)	$10.8M	0.0%	+13.97%	0
DEUTSCHE BANK AG\	Increased	112,301(+2.2%)	$10.3M	0.0%	+6.55%	28
VOYA INVESTMENT MANAGEMENT LLC	Decreased	108,131(-9.8%)	$9.9M	0.0%	-13.06%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	107,761(-22.4%)	$9.9M	0.0%	+4.67%	0
B. Metzler seel. Sohn & Co. AG	Increased	104,078(+23.4%)	$9.5M	0.1%	+8.52%	34
CANADA PENSION PLAN INVESTMENT BOARD	Increased	102,000(+38.0%)	$9.3M	0.0%	-14.92%	36
CONGRESS ASSET MANAGEMENT CO	Increased	101,816(+36.3%)	$9.3M	0.1%	-12.04%	36
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Increased	98,079(+4.0%)	$9M	0.1%	+21.18%	29
KING LUTHER CAPITAL MANAGEMENT CORP	Increased	95,764(+18.8%)	$8.8M	0.0%	+0.35%	32
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	89,403(-2.3%)	$8.2M	0.0%	-7.20%	0
HighTower Advisors, LLC	Decreased	89,048(-0.1%)	$8.2M	0.0%	+20.91%	0
MetLife Investment Management, LLC	Decreased	87,677(-5.7%)	$8M	0.0%	+13.34%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	85,271(-4.7%)	$7.8M	0.0%	+35.24%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	81,316(+0.9%)	$7.4M	0.0%	+33.81%	28
CITIGROUP INC	Decreased	79,677(-6.9%)	$7.3M	0.0%	-16.52%	0
JANE STREET GROUP, LLC	Increased	78,838(+395.8%)	$7.2M	0.0%	-14.71%	44
Woodline Partners LP	Decreased	75,461(-72.7%)	$6.9M	0.0%	-15.64%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	69,938(-59.0%)	$6.4M	0.0%	+19.78%	0
STRS OHIO	Increased	64,400(+84.0%)	$5.9M	0.0%	-11.43%	42
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	63,137(+1.4%)	$5.8M	0.0%	+29.73%	27
Waverly Advisors, LLC	Increased	62,761(+14.9%)	$5.7M	0.0%	-9.09%	31
NORDEA INVESTMENT MANAGEMENT AB	Decreased	60,252(-12.4%)	$5.5M	0.0%	+3.29%	0
Creative Planning	Increased	59,645(+18.3%)	$5.5M	0.0%	-10.15%	32
Mariner, LLC	Increased	49,604(+10.4%)	$4.5M	0.0%	-11.45%	30
Sumitomo Mitsui DS Asset Management Company, Ltd	New	47,817	$4.4M	0.0%	-13.05%	37
INTECH INVESTMENT MANAGEMENT LLC	Increased	46,880(+1.7%)	$4.3M	0.0%	-8.50%	27
BNP PARIBAS FINANCIAL MARKETS	Increased	44,721(+35.4%)	$4.1M	0.0%	-12.37%	35
Wealthspire Advisors, LLC	Increased	38,339(+103x)	$3.5M	0.0%	-13.07%	43
Baird Financial Group, Inc.	Decreased	38,231(-7.2%)	$3.5M	0.0%	-20.43%	0
PRUDENTIAL FINANCIAL INC	Increased	37,965(+190.8%)	$3.5M	0.0%	-9.93%	43
LOS ANGELES CAPITAL MANAGEMENT LLC	Increased	35,690(+17.1%)	$3.3M	0.0%	-1.94%	31
Sequoia Financial Advisors, LLC	Increased	36,141(+13.3%)	$3.3M	0.0%	-14.94%	30
ZACKS INVESTMENT MANAGEMENT	Increased	33,382(+2.4%)	$3.1M	0.0%	+2.76%	27
Magnetar Financial LLC	New	33,020	$3M	0.0%	-13.05%	37
FIRST TRUST ADVISORS LP	Decreased	30,647(-43.1%)	$2.8M	0.0%	+0.03%	0
Cerity Partners LLC	Decreased	30,170(-16.3%)	$2.8M	0.0%	-6.39%	0
Pathstone Holdings, LLC	Decreased	29,309(-1.3%)	$2.7M	0.0%	-5.39%	0
State of New Jersey Common Pension Fund D	Decreased	28,135(-6.4%)	$2.6M	0.0%	+33.61%	0
Verition Fund Management LLC	Increased	28,023(+1.5%)	$2.6M	0.0%	-19.45%	27
CAPTRUST FINANCIAL ADVISORS	Decreased	27,314(-10.0%)	$2.5M	0.0%	-13.10%	0
State of Tennessee, Department of Treasury	Decreased	28,634(-18.9%)	$2.5M	0.0%	+4.52%	0
COMERICA BANK	Decreased	26,332(-92.3%)	$2.4M	0.0%	-16.47%	0
KLP KAPITALFORVALTNING AS	Increased	26,000(+18.7%)	$2.4M	0.0%	-16.19%	31
Cetera Investment Advisers	Increased	25,943(+5.3%)	$2.4M	0.0%	-14.56%	28
Zurcher Kantonalbank (Zurich Cantonalbank)	Increased	25,602(+4.7%)	$2.3M	0.0%	+13.90%	27
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	27,547(-1.2%)	$2.3M	0.0%	+76.24%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Decreased	25,163(-24.9%)	$2.3M	0.0%	-9.68%	0
OSAIC HOLDINGS, INC.	Decreased	25,102(-13.1%)	$2.3M	0.0%	-11.98%	0
Tidal Investments LLC	Increased	24,956(+23.0%)	$2.3M	0.0%	-18.99%	32
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Decreased	24,657(-67.1%)	$2.3M	0.0%	-20.45%	0
Arizona State Retirement System	Decreased	23,899(-6.5%)	$2.2M	0.0%	+17.74%	0
STIFEL FINANCIAL CORP	Increased	23,878(+22.2%)	$2.2M	0.0%	-4.45%	31
Police & Firemen's Retirement System of New Jersey	Decreased	23,021(-4.0%)	$2.1M	0.0%	-16.80%	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	21,560(-2.9%)	$2M	0.0%	+20.19%	0
Bridgewater Associates, LP	Increased	20,827(+226.5%)	$1.9M	0.0%	-13.86%	42
STATE OF MICHIGAN RETIREMENT SYSTEM	Decreased	20,322(-1.4%)	$1.9M	0.0%	+21.15%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Decreased	19,063(-20.0%)	$1.7M	0.0%	+30.40%	0
ProShare Advisors LLC	Increased	19,058(+4.3%)	$1.7M	0.0%	+6.98%	27
US BANCORP \DE\	Decreased	17,359(-5.3%)	$1.6M	0.0%	+1.98%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	16,922(-28.5%)	$1.6M	0.0%	+9.59%	0
CREDIT AGRICOLE S A	Unchanged	16,684	$1.5M	0.0%	-12.13%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	15,076(-0.7%)	$1.4M	0.0%	+5.77%	0
Rockefeller Capital Management L.P.	Increased	14,491(+61.9%)	$1.3M	0.0%	-14.67%	37
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	14,164(+85.7%)	$1.3M	0.0%	-8.47%	39
Marex Group plc	Decreased	13,781(-47.4%)	$1.3M	0.0%	-15.64%	0
Pacer Advisors, Inc.	Increased	13,427(+16.9%)	$1.2M	0.0%	-15.27%	29
Quantinno Capital Management LP	Increased	13,365(+50.3%)	$1.2M	0.0%	-16.12%	35
GUGGENHEIM CAPITAL LLC	Decreased	12,693(-5.6%)	$1.2M	0.0%	+5.13%	0
Pictet Asset Management Holding SA	Increased	12,340(+4.1%)	$1.1M	0.0%	+2.90%	26
NewEdge Advisors, LLC	Decreased	12,231(-2.9%)	$1.1M	0.0%	+12.46%	0
BENJAMIN EDWARDS INC	Decreased	12,198(-5.9%)	$1.1M	0.0%	-19.36%	0
BANK OF MONTREAL /CAN/	Decreased	11,945(-9.3%)	$1.1M	0.0%	-14.26%	0
JUPITER ASSET MANAGEMENT LTD	Increased	11,705(+100.6%)	$1.1M	0.0%	-14.36%	41
Vanguard Personalized Indexing Management, LLC	Increased	11,582(+7.8%)	$1.1M	0.0%	+6.31%	27
Vontobel Holding Ltd.	Increased	11,052(+4.9%)	$1M	0.0%	+16.77%	26
Assenagon Asset Management S.A.	New	10,710	$981,143	0.0%	-13.05%	35
XPONANCE LLC	Decreased	10,581(-13.7%)	$969,325	0.0%	+19.49%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	9,010(+16.8%)	$873,184	0.0%	-10.91%	29
&PARTNERS	Increased	9,478(+50.1%)	$851,881	0.0%	-14.36%	34
ALPS ADVISORS INC	Decreased	8,711(-7.4%)	$798,015	0.0%	+10.73%	0
Steward Partners Investment Advisory, LLC	Increased	8,047(+18.8%)	$737,186	0.0%	-13.72%	29
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	7,842(-0.1%)	$718,406	0.0%	-0.64%	0
FEDERATED HERMES, INC.	Decreased	6,929(-10.3%)	$634,766	0.0%	+24.06%	0
Federation des caisses Desjardins du Quebec	Increased	6,620(+15.6%)	$606,458	0.0%	-15.30%	28
VIRGINIA RETIREMENT SYSTEMS ET Al	Increased	6,200(+72.2%)	$567,982	0.0%	-14.57%	36
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	Decreased	5,993(-17.4%)	$553,425	0.0%	-20.74%	0
HSBC HOLDINGS PLC	Decreased	5,951(-74.5%)	$545,927	0.0%	-14.68%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	5,831(-17.4%)	$534,178	0.0%	-19.32%	0
CIBC WORLD MARKETS CORP	Decreased	5,648(-46.3%)	$517,413	0.0%	-11.74%	0
MML INVESTORS SERVICES, LLC	Decreased	5,348(-5.2%)	$489,949	0.0%	-11.17%	0
Gotham Asset Management, LLC	Decreased	5,285(-85.7%)	$484,159	0.0%	-19.29%	0
EP Wealth Advisors, LLC	Decreased	5,151(-0.3%)	$471,883	0.0%	-2.23%	0
PEAK6 LLC	Decreased	5,041(-16.2%)	$461,806	0.0%	-23.31%	0
FARALLON CAPITAL MANAGEMENT LLC	Unchanged	5,000	$458,050	0.0%	-7.47%	0
POLEN CAPITAL MANAGEMENT LLC	New	4,980	$456,218	0.0%	-13.05%	33
Sanctuary Advisors, LLC	Increased	4,974(+2.2%)	$455,668	0.0%	-7.58%	24
COMMERCE BANK	Decreased	4,878(-2.0%)	$446,872	0.0%	+47.32%	0
Brevan Howard Capital Management LP	Decreased	4,757(-70.8%)	$435,789	0.0%	-19.69%	0
JONES FINANCIAL COMPANIES LLLP	Increased	4,385(+22.3%)	$401,710	0.0%	-12.60%	29
Walleye Trading LLC	Decreased	4,072(-77.7%)	$373,036	0.0%	-15.64%	0
Swiss Life Asset Management Ltd	Unchanged	3,992	$365,707	0.0%	-20.11%	0
Neuberger Berman Group LLC	Increased	3,945(+14.1%)	$361,402	0.0%	-3.80%	27
NISA INVESTMENT ADVISORS, LLC	Decreased	3,651(-2.5%)	$334,468	0.0%	+19.12%	0
Virtu Financial LLC	New	3,544	$325,000	0.0%	-13.05%	33
Orion Porfolio Solutions, LLC	Decreased	3,461(-8.2%)	$317,062	0.0%	-9.43%	0
Focus Partners Wealth	Increased	3,409(+51.9%)	$312,300	0.0%	-14.77%	33
Cresset Asset Management, LLC	Increased	3,224(+3.4%)	$295,351	0.0%	-5.61%	24
M&T BANK CORP	Decreased	6,488(-80.2%)	$290,145	0.0%	+31.18%	0
XTX Topco Ltd	New	3,160	$289,488	0.0%	-13.05%	32
Amundi	New	3,030	$277,578	0.0%	-13.05%	32
SHELTON CAPITAL MANAGEMENT	Decreased	2,885(-7.1%)	$264,295	0.0%	+19.60%	0
Merit Financial Group, LLC	Increased	2,857(+35.3%)	$261,729	0.0%	-20.43%	30
CULLEN/FROST BANKERS, INC.	Increased	2,818(+41.8%)	$258,129	0.0%	-15.22%	31
CIBC Asset Management Inc	Unchanged	2,700	$247,347	0.0%	-7.10%	0
NewEdge Wealth, LLC	New	2,570	$235,438	0.0%	-13.05%	32
TRUIST FINANCIAL CORP	Increased	2,537(+4.9%)	$232,415	0.0%	-8.15%	24
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	2,456(+27.1%)	$223,668	0.0%	+7.36%	29
TUDOR INVESTMENT CORP ET AL	Decreased	2,411(-75.1%)	$220,872	0.0%	-23.18%	0
GREAT LAKES ADVISORS, LLC	New	2,407	$220,505	0.0%	-13.05%	32
AE Wealth Management LLC	Increased	2,396(+9.7%)	$219,496	0.0%	-15.42%	25
Corient Private Wealth LLC	New	2,565	$218,586	0.0%	-13.05%	32
JOHNSON INVESTMENT COUNSEL INC	New	2,311	$211,711	0.0%	-13.05%	32
GREENLEAF TRUST	Decreased	2,260(-6.9%)	$207,039	0.0%	-17.69%	0
ASSETMARK, INC	Decreased	1,451(-73.8%)	$132,926	0.0%	+1.36%	0
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	1.3M(-14.1%)	$120,717	0.0%	-12.08%	0
Eurizon Capital SGR S.p.A.	New	1,256	$116,042	0.0%	-13.05%	30
HUNTINGTON NATIONAL BANK	Increased	1,177(+92.0%)	$107,825	0.0%	-12.91%	35
EXCHANGE TRADED CONCEPTS, LLC	New	1,030	$94,358	0.0%	-13.05%	30
FIFTH THIRD BANCORP	Increased	1,020(+3.2%)	$93,442	0.0%	+13.16%	22
Farther Finance Advisors, LLC	Increased	851(+117.1%)	$77,960	0.0%	-14.75%	34
Kestra Advisory Services, LLC	New	713	$65,318	0.0%	-13.05%	29
Allworth Financial LP	Increased	706(+88.3%)	$64,677	0.0%	-16.52%	33
DANSKE BANK A/S	Decreased	700(-94.7%)	$64,127	0.0%	-7.51%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	604(+190.4%)	$55,332	0.0%	-10.18%	23
Optiver Holding B.V.	Decreased	602(-22.2%)	$55,149	0.0%	-8.43%	0
Mirae Asset Global Investments Co., Ltd.	Increased	319(+21.3%)	$29,224	0.0%	-8.35%	23
MAI Capital Management	Decreased	227(-30.6%)	$20,796	0.0%	-17.16%	0
NOMURA ASSET MANAGEMENT CO LTD	Decreased	220(-47.6%)	$20,154	0.0%	-7.51%	0
BNP Paribas Asset Management Holding S.A.	Increased	36,889(+4082.4%)	$3,380	0.0%	-13.32%	22
BROWN BROTHERS HARRIMAN & CO	Decreased	35(-46.1%)	$3,206	0.0%	-23.31%	0
HRT FINANCIAL LP	New	12,806	$1,173	0.0%	-13.05%	15
PRUDENTIAL PLC	Exited	0(-100.0%)	$1.1M	0.0%	+10.06%	0
Holocene Advisors, LP	Exited	0(-100.0%)	$366,665	0.0%	-2.98%	0
IEQ CAPITAL, LLC	Exited	0(-100.0%)	$267,441	0.0%	+25.63%	0
MACQUARIE GROUP LTD	Exited	0(-100.0%)	$60M	0.0%	+4.53%	0
ExodusPoint Capital Management, LP	Exited	0(-100.0%)	$643,488	0.0%	-1.42%	0
Squarepoint Ops LLC	Exited	0(-100.0%)	$2.8M	0.0%	-5.90%	0
CAPSTONE INVESTMENT ADVISORS, LLC	Exited	0(-100.0%)	$622,923	0.0%	-11.80%	0
Vident Advisory, LLC	Exited	0(-100.0%)	$211,053	0.0%	-2.98%	0
Walleye Capital LLC	Exited	0(-100.0%)	$814,832	0.0%	-2.91%	0
GROUP ONE TRADING LLC	Exited	0(-100.0%)	$313,878	0.0%	-2.98%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$3,577	0.0%	-2.98%	0
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$2	0.0%	+8.82%	0
Skandinaviska Enskilda Banken AB (publ)	Exited	0(-100.0%)	$139,676	0.0%	-3.59%	0
Schonfeld Strategic Advisors LLC	Exited	0(-100.0%)	$1.9M	0.0%	-8.43%	0
HB Wealth Management, LLC	Exited	0(-100.0%)	$258,817	0.0%	-2.86%	0
MATHER GROUP, LLC.	Exited	0(-100.0%)	$22,271	0.0%	-2.98%	0
OMERS ADMINISTRATION Corp	Exited	0(-100.0%)	$1.2M	0.0%	-2.98%	0
Savant Capital, LLC	Exited	0(-100.0%)	$383,061	0.0%	-2.98%	0
CI INVESTMENTS INC.	Exited	0(-100.0%)	$13	0.0%	+30.82%	0

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