Vault-13

HSBC HLDGS PLC HSBC

SPON ADR NEW · ADR · CUSIP 404280406 · ISIN US4042804066

British multinational bank

646 institutional holders +29 vs Q4 2025
84,127,93984.1m shares reported held*
$6.9bnreported value*
77 new 265 added 184 reduced 48 sold out net bought ≈ $155.0m (+1.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($27.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $82.49. Options: 20 managers hold calls ($213.9m notional), 17 hold puts ($252.5m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 290Q4 22: 317Q1 23: 339Q2 23: 366Q3 23: 376Q4 23: 414Q1 24: 413Q2 24: 421Q3 24: 428Q4 24: 469Q1 25: 509Q2 25: 515Q3 25: 556Q4 25: 617Q1 26: 646646Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022290
Q4 2022317
Q1 2023339
Q2 2023366
Q3 2023376
Q4 2023414
Q1 2024413
Q2 2024421
Q3 2024428
Q4 2024469
Q1 2025509
Q2 2025515
Q3 2025556
Q4 2025617
Q1 2026646

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 24: 227 bought or addedQ2 24: 155 cut or sold outQ3 24: 203 bought or addedQ3 24: 175 cut or sold outQ3 24Q4 24: 231 bought or addedQ4 24: 154 cut or sold outQ1 25: 270 bought or addedQ1 25: 172 cut or sold outQ1 25Q2 25: 276 bought or addedQ2 25: 183 cut or sold outQ3 25: 302 bought or addedQ3 25: 182 cut or sold outQ3 25Q4 25: 350 bought or addedQ4 25: 168 cut or sold outQ1 26: 342 bought or addedQ1 26: 232 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024227155
Q3 2024203175
Q4 2024231154
Q1 2025270172
Q2 2025276183
Q3 2025302182
Q4 2025350168
Q1 2026342232

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300m$400mQ2 25 calls: $212.6mQ2 25 puts: $259.6mQ2 25P/C 1.22Q3 25 calls: $282.9mQ3 25 puts: $321.6mQ3 25P/C 1.14Q4 25 calls: $312.0mQ4 25 puts: $380.1mQ4 25P/C 1.22Q1 26 calls: $213.9mQ1 26 puts: $252.5mQ1 26P/C 1.18
Numbers
QuarterCallsPutsP/C
Q2 2025$212.6m$259.6m1.22
Q3 2025$282.9m$321.6m1.14
Q4 2025$312.0m$380.1m1.22
Q1 2026$213.9m$252.5m1.18

Biggest buyers

FMR LLC Added +634,668+634.7k
RENAISSANCE TECHNOLOGIES LLC Added +417,500+417.5k
Fisher Asset Management, LLC Added +402,052+402.1k
CITIGROUP INC Added +392,404+392.4k
JANE STREET GROUP, LLC Added +259,378+259.4k
UBS Group AG Added +251,362+251.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +228,037+228.0k
AMERICAN CENTURY COMPANIES INC Added +227,442+227.4k
Connor, Clark & Lunn Investment Management Ltd. Added +220,842+220.8k
Janney Montgomery Scott LLC Added +217,037+217.0k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -1,286,320-1.3m
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. Reduced -784,593-784.6k
DIMENSIONAL FUND ADVISORS LP Reduced -390,126-390.1k
MILLENNIUM MANAGEMENT LLC Reduced -219,024-219.0k
Qube Research & Technologies Ltd Reduced -159,643-159.6k
TWO SIGMA ADVISERS, LP Sold out -143,600-143.6k
Campbell & CO Investment Adviser LLC Sold out -94,331-94.3k
HRT FINANCIAL LP Reduced -89,420-89.4k
Balyasny Asset Management L.P. Sold out -84,943-84.9k
BlackRock, Inc. Reduced -83,824-83.8k

Biggest calls

CITADEL ADVISORS LLC Reduced $59.0m715.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $41.7m505.7k shares
Optiver Holding B.V. Reduced $39.2m474.8k shares
JANE STREET GROUP, LLC Reduced $14.7m177.7k shares
IMC-Chicago, LLC Added $14.1m170.5k shares
Walleye Trading LLC Reduced $9.6m116.2k shares
MILLENNIUM MANAGEMENT LLC Added $7.8m94.7k shares
Parallax Volatility Advisers, L.P. Added $6.3m69.0k shares
Point72 Asset Management, L.P. Added $4.9m59.1k shares
SIMPLEX TRADING, LLC Reduced $3.6m43.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $83.6m1.0m shares
Optiver Holding B.V. Reduced $56.9m689.9k shares
IMC-Chicago, LLC Added $22.3m270.5k shares
JANE STREET GROUP, LLC Added $18.0m218.2k shares
CITADEL ADVISORS LLC Reduced $13.2m160.6k shares
SIMPLEX TRADING, LLC Reduced $12.5m152.1k shares
Walleye Trading LLC Reduced $9.5m115.7k shares
TUDOR INVESTMENT CORP ET AL Reduced $7.9m95.2k shares
Point72 Asset Management, L.P. Added $7.3m88.2k shares
GROUP ONE TRADING LLC Added $5.7m69.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20261—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-27 Bingham Jonathan Global Financial Controller · By trust in the HSBC UK Share Incentive Plan Bought 13 — —13 shares +1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fisher Asset Management, LLC 0.51% of their portfolio PLANO, TX 18,202,80018.2m $1.5bn $1.5bn 0.51% Added +402.1k +402,052
2 DIMENSIONAL FUND ADVISORS LP 0.17% of their portfolio AUSTIN, TX 9,972,22110.0m $822.6m $822.6m 0.17% Reduced -390.1k -390,126
3 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 7,658,4937.7m $631.7m $631.7m 0.04% Added +174.6k +174,610
4 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 4,630,4334.6m $382.0m $382.0m 0.05% Reduced -1.3m -1,286,320
5 FMR LLC 0.02% of their portfolio BOSTON, MA 3,776,6963.8m $311.5m $311.5m 0.02% Added +634.7k +634,668
6 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 3,047,4823.0m $251.4m $251.4m 0.03% Added +39.2k +39,158
7 Sanders Capital, LLC 0.28% of their portfolio West Palm Beach, FL 2,807,0302.8m $231.6m $231.6m 0.28% Reduced -80.4k -80,440
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,563,8452.6m $211.5m $211.5m 0.00% Reduced -83.8k -83,824
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,385,8832.4m $196.8m $196.8m 0.01% Added +124.2k +124,201
10 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 1,667,6861.7m $137.6m $137.6m 0.07% Added +227.4k +227,442
11 Clearbridge Investments, LLC 0.11% of their portfolio NEW YORK, NY 1,539,8071.5m $127.0m $127.0m 0.11% Added +96.1k +96,091
12 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,304,1921.3m $107.6m $107.6m 0.02% Added +192.1k +192,133
13 Connor, Clark & Lunn Investment Management Ltd. 0.18% of their portfolio VANCOUVER, A1 936,567936.6k $77.3m $77.3m 0.18% Added +220.8k +220,842
14 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.26% of their portfolio Stamford, CT 633,809633.8k $52.3m $52.3m 0.26% Added +43.1k +43,146
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 608,194608.2k $50.2m $50.2m 0.01% Added +251.4k +251,362
16 COOKSON PEIRCE & CO INC 2.07% of their portfolio PITTSBURGH, PA 593,877593.9k $49.0m $49.0m 2.07% Reduced -20.1k -20,079
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 579,607579.6k $47.8m $47.8m 0.01% Added +94.1k +94,139
18 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 551,177551.2k $45.4m $45.4m 0.01% Reduced -4.5k -4,536
19 Quantinno Capital Management LP 0.07% of their portfolio NEW YORK, NY 525,775525.8k $43.4m $43.4m 0.07% Added +90.7k +90,711
20 RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio NEW YORK, NY 524,122524.1k $43.2m $43.2m 0.07% Added +417.5k +417,500
21 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 500,505500.5k $41.3m $41.3m 0.03% Added +6.9k +6,891
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 481,751481.8k $38.2m $38.2m 0.00% Added +127.7k +127,702
23 CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 11.13% of their portfolio Greenwich, CT 481,063481.1k $39.7m $39.7m 11.13% Reduced -784.6k -784,593
24 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 469,123469.1k $38.7m $38.7m 0.01% Added +120.1k +120,131
25 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 464,649464.6k $38.3m $38.3m 0.01% Reduced -5.9k -5,862
26 Crossmark Global Holdings, Inc. 0.54% of their portfolio HOUSTON, TX 444,475444.5k $36.7m $36.7m 0.54% Reduced -22.3k -22,326
27 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 415,108415.1k $34.2m $34.2m 0.02% Added +392.4k +392,404
28 NATIXIS ADVISORS, LLC 0.05% of their portfolio Boston, MA 406,801406.8k $33.6m $33.6m 0.05% Reduced -327 -327
29 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 377,367377.4k $31.1m $31.1m 0.01% Reduced -6.7k -6,670
30 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 338,412338.4k $27.9m $27.9m 0.03% Added +169.3k +169,347
31 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 336,940336.9k $27.8m $27.8m 0.01% Added +190.6k +190,565
32 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 328,625328.6k $27.1m $27.1m 0.01% Added +33.6k +33,569
33 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 316,683316.7k $26.1m $26.1m 0.02% Reduced -1.5k -1,495
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 314,818314.8k $26.0m $26.0m 0.00% Reduced -5.1k -5,087
35 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 312,086312.1k $25.7m $25.7m 0.03% Added +259.4k +259,378
36 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 310,370310.4k $25.6m $25.6m 0.02% Reduced -219.0k -219,024
37 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 305,338305.3k $25.2m $25.2m 0.02% Added +171.6k +171,592
38 1832 Asset Management L.P. 0.03% of their portfolio TORONTO, A6 291,683291.7k $24.1m $24.1m 0.03% Reduced -6.7k -6,667
39 ABC ARBITRAGE SA 3.10% of their portfolio PARIS, I0 283,097283.1k $23.4m $23.4m 3.10% Reduced -77.2k -77,235
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 258,475258.5k $21.3m $21.3m 0.03% Added +228.0k +228,037
41 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 255,494255.5k $21.1m $21.1m 0.02% Reduced -11.0k -10,955
42 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 242,762242.8k $20.0m $20.0m 0.05% Added +217.0k +217,037
43 QRG CAPITAL MANAGEMENT, INC. 0.20% of their portfolio BERWYN, PA 233,194233.2k $19.2m $19.2m 0.20% Added +9.0k +8,972
44 Mariner, LLC 0.02% of their portfolio Overland Park, KS 218,893218.9k $18.0m $18.0m 0.02% Added +13.7k +13,706
45 CAPITAL FUND MANAGEMENT S.A. 0.16% of their portfolio PARIS, I0 216,957217.0k $17.9m $17.9m 0.16% Reduced -48.5k -48,506
46 Foresight Global Investors, Inc. 11.31% of their portfolio PURCHASE, NY 211,095211.1k $17.4m $17.4m 11.31% Reduced -82.3k -82,260
47 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 210,569210.6k $17.4m $17.4m 0.00% Reduced -50.3k -50,333
48 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 206,234206.2k $17.0m $17.0m 0.03% Added +2.5k +2,478
49 Beck Bode, LLC 2.86% of their portfolio DEDHAM, MA 204,934204.9k $16.9m $16.9m 2.86% New
50 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 201,660201.7k $16.6m $16.6m 0.02% Reduced -159.6k -159,643
51 Promethos Capital, LLC 4.41% of their portfolio BOSTON, MA 199,092199.1k $16.4m $16.4m 4.41% Reduced -340 -340
52 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 187,427187.4k $15.5m $15.5m 0.03% Added +163.9k +163,857
53 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 176,236176.2k $14.6m $14.6m 0.06% Added +9.3k +9,308
54 RITHOLTZ WEALTH MANAGEMENT 0.25% of their portfolio NEW YORK, NY 174,773174.8k $14.4m $14.4m 0.25% Added +14.0k +14,013
55 CWM, LLC 0.04% of their portfolio OMAHA, NE 173,240173.2k $14.3m $14.3m 0.04% Reduced -9.6k -9,635
56 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 172,327172.3k $14.2m $14.2m 0.02% Added +6.4k +6,378
57 American Assets Investment Management, LLC 0.93% of their portfolio SAN DIEGO, CA 166,918166.9k $13.8m $13.8m 0.93% Unchanged
58 Ethic Inc. 0.21% of their portfolio NEW YORK, NY 158,702158.7k $13.1m $13.1m 0.21% Added +4.1k +4,104
59 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 148,299148.3k $12.2m $12.2m 0.01% New
60 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 142,229142.2k $11.7m $11.7m 0.01% Added +4.5k +4,453
61 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 137,925137.9k $11.4m $11.4m 0.01% Reduced -7.3k -7,337
62 OLD MISSION CAPITAL LLC 0.27% of their portfolio CHICAGO, IL 137,845137.8k $11.4m $11.4m 0.27% Added +90.5k +90,520
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 137,585137.6k $11.5m $11.5m 0.00% Added +12.8k +12,770
64 Tredje AP-fonden 0.06% of their portfolio SE-111 91 STOCKHOLM, V7 133,889133.9k $11.0m $11.0m 0.06% Added +47.0k +47,020
65 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 129,896129.9k $10.7m $10.7m 0.02% Added +9.6k +9,644
66 Vanguard Personalized Indexing Management, LLC 0.10% of their portfolio OAKLAND, CA 129,488129.5k $10.7m $10.7m 0.10% Reduced -1.4k -1,363
67 Vident Advisory, LLC 0.08% of their portfolio Alpharetta, GA 116,003116.0k $9.6m $9.6m 0.08% Added +42.6k +42,551
68 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 115,369115.4k $9.5m $9.5m 0.03% Reduced -4.9k -4,927
69 Manatuck Hill Partners, LLC 2.90% of their portfolio WESTPORT, CT 107,448107.4k $8.9m $8.9m 2.90% Unchanged
70 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 104,866104.9k $8.7m $8.7m 0.01% Added +35.8k +35,807
71 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 104,460104.5k $8.6m $8.6m 0.02% Reduced -18.9k -18,909
72 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 102,919102.9k $8.5m $8.5m 0.07% Added +4.0k +3,991
73 Brooklyn Investment Group 0.26% of their portfolio NEW YORK, NY 102,274102.3k $8.4m $8.4m 0.26% Added +26.1k +26,088
74 Laird Norton Wetherby Trust Company, LLC 0.18% of their portfolio Seattle, WA 99,45199.5k $8.4m $8.4m 0.18% Added +1.9k +1,941
75 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 95,29595.3k $7.9m $7.9m 0.01% Reduced -26.7k -26,717
76 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 94,68394.7k $7.8m $7.8m 0.00% Added +94.0k +94,022
77 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 93,85693.9k $7.7m $7.7m 0.01% Added +16.9k +16,931
78 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 89,37589.4k $7.4m $7.4m 0.01% Added +1.9k +1,903
79 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 87,30187.3k $7.2m $7.2m 0.01% Reduced -28.3k -28,327
80 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 86,94486.9k $7.2m $7.2m 0.03% Reduced -89.4k -89,420
81 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 83,22283.2k $6.9m $6.9m 0.01% Added +20.4k +20,376
82 Callan Family Office, LLC 0.15% of their portfolio RADNOR, PA 79,56879.6k $6.6m $6.6m 0.15% Added +1.1k +1,110
83 FACTORY MUTUAL INSURANCE CO 0.07% of their portfolio WALTHAM, MA 77,55277.6k $6.4m $6.4m 0.07% Unchanged
84 Compound Planning, Inc. 0.19% of their portfolio NEW YORK, NY 75,87575.9k $6.3m $6.3m 0.19% Added +1.2k +1,241
85 Naviter Wealth, LLC 0.80% of their portfolio LITTLE ROCK, AR 75,15675.2k $6.4m $6.4m 0.80% Added +3.0k +2,954
86 Americana Partners, LLC 0.16% of their portfolio Houston, TX 74,54874.5k $6.1m $6.1m 0.16% Added +20.1k +20,066
87 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 74,49274.5k $6.1m $6.1m 0.01% Added +5.0k +4,991
88 HENNESSY ADVISORS INC 0.22% of their portfolio NOVATO, CA 72,20072.2k $6.0m $6.0m 0.22% Reduced -28.6k -28,600
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 70,96071.0k $5.9m $5.9m 0.00% Reduced -3.4k -3,418
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 69,46269.5k $5.7m $5.7m 0.00% Added +7.9k +7,873
91 NewEdge Wealth, LLC 0.07% of their portfolio STAMFORD, CT 67,69867.7k $5.6m $5.6m 0.07% Added +3.8k +3,834
92 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 64,19664.2k $5.3m $5.3m 0.01% Reduced -21.6k -21,575
93 Generali Investments CEE, investicni spolecnost, a.s. 0.27% of their portfolio PRAGUE, 2N 63,02163.0k $5.2m $5.2m 0.27% Reduced -4.3k -4,301
94 Gradient Investments LLC 0.08% of their portfolio ARDEN HILLS, MN 60,67360.7k $5.0m $5.0m 0.08% Added +33.1k +33,115
95 Sequoia Financial Advisors, LLC 0.03% of their portfolio Akron, OH 59,20459.2k $4.9m $4.9m 0.03% Reduced -2.5k -2,519
96 Old Port Advisors 1.12% of their portfolio PORTLAND, ME 59,04059.0k $4.9m $4.9m 1.12% Reduced -513 -513
97 Vise Technologies, Inc. 0.09% of their portfolio NEW YORK, NY 58,86558.9k $4.6m $4.6m 0.09% Unchanged
98 SIGNATUREFD, LLC 0.07% of their portfolio ATLANTA, GA 58,08958.1k $4.8m $4.8m 0.07% Reduced -784 -784
99 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 56,64856.6k $4.7m $4.7m 0.02% Added +7.0k +6,972
100 Limestone Investment Advisors LP 2.27% of their portfolio NEW YORK, NY 56,03756.0k $4.6m $4.6m 2.27% Unchanged