Vault-13

HERCULES CAPITAL INC HTGC

COM · Common Stock · CUSIP 427096508 · ISIN US4270965084

344 institutional holders +17 vs Q2 2025
47,311,38847.3m shares reported held*
26.0% of all shares outstanding*
$991.0mreported value*
45 new 123 added 99 reduced 27 sold out net bought ≈ $3.0m (+158.0k 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 ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 181.7m as of 2025-10-23, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $20.94. Options: 9 managers hold calls ($12.0m notional), 10 hold puts ($14.9m).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 237Q4 22: 262Q1 23: 256Q2 23: 249Q3 23: 266Q4 23: 290Q1 24: 294Q2 24: 288Q3 24: 299Q4 24: 334Q1 25: 327Q2 25: 327Q3 25: 344344Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022237
Q4 2022262
Q1 2023256
Q2 2023249
Q3 2023266
Q4 2023290
Q1 2024294
Q2 2024288
Q3 2024299
Q4 2024334
Q1 2025327
Q2 2025327
Q3 2025344

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 152 bought or addedQ4 23: 84 cut or sold outQ1 24: 160 bought or addedQ1 24: 105 cut or sold outQ1 24Q2 24: 147 bought or addedQ2 24: 117 cut or sold outQ3 24: 161 bought or addedQ3 24: 104 cut or sold outQ3 24Q4 24: 184 bought or addedQ4 24: 93 cut or sold outQ1 25: 181 bought or addedQ1 25: 120 cut or sold outQ1 25Q2 25: 176 bought or addedQ2 25: 122 cut or sold outQ3 25: 168 bought or addedQ3 25: 126 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202315284
Q1 2024160105
Q2 2024147117
Q3 2024161104
Q4 202418493
Q1 2025181120
Q2 2025176122
Q3 2025168126

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ4 24 calls: $16.9mQ4 24 puts: $17.3mQ4 24P/C 1.03Q1 25 calls: $11.3mQ1 25 puts: $15.1mQ1 25P/C 1.34Q2 25 calls: $9.8mQ2 25 puts: $13.9mQ2 25P/C 1.41Q3 25 calls: $12.0mQ3 25 puts: $14.9mQ3 25P/C 1.24
Numbers
QuarterCallsPutsP/C
Q4 2024$16.9m$17.3m1.03
Q1 2025$11.3m$15.1m1.34
Q2 2025$9.8m$13.9m1.41
Q3 2025$12.0m$14.9m1.24

Biggest buyers

MARSHALL WACE, LLP New +592,242+592.2k
LPL Financial LLC Added +497,579+497.6k
Qube Research & Technologies Ltd Added +446,860+446.9k
Trexquant Investment LP New +380,520+380.5k
JPMORGAN CHASE & CO Added +312,807+312.8k
Janney Montgomery Scott LLC New +287,545+287.5k
BlackRock, Inc. Added +272,219+272.2k
Sumitomo Mitsui Trust Group, Inc. Added +263,222+263.2k
Muzinich & Co., Inc. Added +254,651+254.7k
CITADEL ADVISORS LLC Added +239,925+239.9k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -1,546,798-1.5m
ROYAL BANK OF CANADA Reduced -816,189-816.2k
Cubist Systematic Strategies, LLC Reduced -303,376-303.4k
MORGAN STANLEY Reduced -255,959-256.0k
TWINBEECH CAPITAL LP Reduced -240,766-240.8k
Sound Income Strategies, LLC Reduced -177,473-177.5k
Baker Avenue Asset Management, LP Reduced -162,493-162.5k
GOLDMAN SACHS GROUP INC Reduced -161,211-161.2k
Rockefeller Capital Management L.P. Reduced -145,698-145.7k
Balyasny Asset Management L.P. Reduced -133,846-133.8k

Biggest calls

CITADEL ADVISORS LLC Added $4.1m215.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.5m130.8k shares
GROUP ONE TRADING LLC Reduced $2.3m123.5k shares
WOLVERINE TRADING, LLC Added $836.4k44.3k shares
JANE STREET GROUP, LLC New $813.1k43.0k shares
IMC-Chicago, LLC Added $788.5k41.7k shares
Jefferies Financial Group Inc. New $472.8k25.0k shares
SIMPLEX TRADING, LLC Reduced $238.0k12.6k shares
Walleye Trading LLC New $1.9k100 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.2m222.0k shares
TWO SIGMA INVESTMENTS, LP Unchanged $2.8m146.9k shares
CITADEL ADVISORS LLC Reduced $2.4m124.8k shares
MILLENNIUM MANAGEMENT LLC New $2.1m110.1k shares
GROUP ONE TRADING LLC Reduced $1.1m59.9k shares
WOLVERINE TRADING, LLC Added $915.7k48.5k shares
SIMPLEX TRADING, LLC Added $618.0k32.7k shares
IMC-Chicago, LLC Added $514.4k27.2k shares
JANE STREET GROUP, LLC Added $268.5k14.2k shares
Walleye Trading LLC New $28.4k1.5k 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 Q3 2025

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
10010Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 1 buyingQ2 24: 1 sellingQ3 24: 6 buyingQ3 24: 1 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 7 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20230—0——
Q1 20240—0——
Q2 20241$14.1k1$295.2k—
Q3 20246$500.1k1$2.0m$2.0m
Q4 20240—0——
Q1 20250—0——
Q2 20257$248.2k1$7.0k—
Q3 20250—0——

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VAN ECK ASSOCIATES CORP 0.06% of their portfolio NEW YORK, NY 3,647,1843.6m $69.0m $69.0m 0.06% Added +28.8k +28,757
2 Sound Income Strategies, LLC 2.57% of their portfolio FT LAUDERDALE, FL 2,752,8672.8m $47.0m $47.0m 2.57% Reduced -177.5k -177,473
3 TWO SIGMA ADVISERS, LP 0.07% of their portfolio NEW YORK, NY 1,956,4002.0m $37.0m $37.0m 0.07% Reduced -125.2k -125,200
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,794,1131.8m $33.9m $33.9m 0.01% Added +497.6k +497,579
5 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 1,362,3621.4m $25.8m $25.8m 0.02% Reduced -1.5m -1,546,798
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,339,0371.3m $25.3m $25.3m 0.00% Added +272.2k +272,219
7 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 1,328,0161.3m $25.1m $25.1m 0.04% Added +7.7k +7,700
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,318,7681.3m $24.9m $24.9m 0.00% Added +165.8k +165,762
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,173,6261.2m $22.2m $22.2m 0.00% Reduced -256.0k -255,959
10 Legal & General Group Plc 0.00% of their portfolio London, X0 1,172,2301.2m $22.2m $22.2m 0.00% Reduced -81.0k -80,974
11 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 1,027,2741.0m $19.4m $19.4m 0.03% Added +446.9k +446,860
12 Muzinich & Co., Inc. 7.28% of their portfolio NEW YORK, NY 992,820992.8k $18.8m $18.8m 7.28% Added +254.7k +254,651
13 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 928,629928.6k $17.6m $17.6m 0.00% Added +85.5k +85,515
14 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 904,135904.1k $17.1m $17.1m 0.01% Added +239.9k +239,925
15 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 884,946884.9k $16.7m $16.7m 0.01% Added +263.2k +263,222
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 839,176839.2k $15.9m $15.9m 0.00% Added +312.8k +312,807
17 Melia Wealth LLC 6.74% of their portfolio TULSA, OK 813,540813.5k $15.4m $15.4m 6.74% Added +20.0k +19,954
18 Advisors Capital Management, LLC 0.19% of their portfolio RIDGEWOOD, NJ 794,251794.3k $15.0m $15.0m 0.19% Added +39.7k +39,730
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 760,557760.6k $14.4m $14.4m 0.00% Reduced -816.2k -816,189
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 757,054757.1k $14.3m $14.3m 0.00% Added +3.4k +3,400
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 705,969706.0k $13.3m $13.3m 0.00% Added +72.2k +72,228
22 TECTONIC ADVISORS LLC 0.71% of their portfolio FRISCO, TX 689,511689.5k $13.0m $13.0m 0.71% Added +67.9k +67,949
23 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 592,242592.2k $11.2m $11.2m 0.01% New
24 Gilman Hill Asset Management, LLC 1.73% of their portfolio NEW CANAAN, CT 584,051584.1k $11.0m $11.0m 1.73% Added +13.7k +13,672
25 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio JUPITER, FL 578,861578.9k $10.9m $10.9m 0.04% Reduced -51.8k -51,783
26 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 566,738566.7k $10.7m $10.7m 0.01% Reduced -2.5k -2,464
27 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 516,362516.4k $9.8m $9.8m 0.01% Added +173.5k +173,505
28 HRT FINANCIAL LP 0.04% of their portfolio NEW YORK, NY 493,935493.9k $9.3m $9.3m 0.04% Reduced -64.1k -64,075
29 Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio VANCOUVER, A1 434,118434.1k $8.2m $8.2m 0.03% Added +216.1k +216,057
30 Advisors Asset Management, Inc. 0.13% of their portfolio Monument, CO 391,629391.6k $7.4m $7.4m 0.13% Added +8.9k +8,878
31 Atom Investors LP 0.55% of their portfolio AUSTIN, TX 385,594385.6k $7.3m $7.3m 0.55% Reduced -2.9k -2,889
32 Trexquant Investment LP 0.07% of their portfolio STAMFORD, CT 380,520380.5k $7.2m $7.2m 0.07% New
33 Border to Coast Pensions Partnership Ltd 0.12% of their portfolio LEEDS, X0 375,000375.0k $7.1m $7.1m 0.12% Unchanged
34 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 321,745321.7k $6.1m $6.1m 0.00% Reduced -27.6k -27,629
35 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.08% of their portfolio ST. LOUIS, MO 302,513302.5k $5.7m $5.7m 0.08% Reduced -81.3k -81,265
36 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 300,139300.1k $5.7m $5.7m 0.04% Added +4.6k +4,625
37 Left Brain Wealth Management, LLC 1.73% of their portfolio NAPERVILLE, IL 290,883290.9k $5.5m $5.5m 1.73% Added +6.8k +6,815
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 289,013289.0k $5.5m $5.5m 0.00% Reduced -38.0k -38,010
39 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 287,545287.5k $5.4m $5.4m 0.01% New
40 CREDIT AGRICOLE S A 0.02% of their portfolio Montrouge Cedex, I0 278,720278.7k $5.3m $5.3m 0.02% First filing
41 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 268,318268.3k $5.1m $5.1m 0.00% Reduced -380 -380
42 DENALI ADVISORS LLC 0.57% of their portfolio SAN DIEGO, CA 265,576265.6k $5.0m $5.0m 0.57% Reduced -68.3k -68,277
43 S&T Bank/PA 1.32% of their portfolio Indiana, PA 249,016249.0k $4.7m $4.7m 1.32% Reduced -39.4k -39,380
44 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 228,669228.7k $4.3m $4.3m 0.01% Reduced -58.5k -58,489
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 221,753221.8k $4.2m $4.2m 0.00% Reduced -161.2k -161,211
46 Schonfeld Strategic Advisors LLC 0.03% of their portfolio NEW YORK, NY 217,329217.3k $4.1m $4.1m 0.03% Added +82.8k +82,796
47 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 215,039215.0k $4.1m $4.1m 0.00% Added +91.7k +91,687
48 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 211,342211.3k $4.0m $4.0m 0.00% Added +18.5k +18,519
49 Naviter Wealth, LLC 0.46% of their portfolio LITTLE ROCK, AR 209,005209.0k $4.0m $4.0m 0.46% Added +5.3k +5,314
50 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 206,341206.3k $3.9m $3.9m 0.01% Added +50.5k +50,509
51 FJ Capital Management LLC 0.41% of their portfolio MCLEAN, VA 203,991204.0k $3.9m $3.9m 0.41% Added +53.6k +53,556
52 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 203,205203.2k $3.8m $3.8m 0.01% Unchanged
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 202,927202.9k $3.8m $3.8m 0.00% Added +100.4k +100,405
54 ARES MANAGEMENT LLC 0.17% of their portfolio LOS ANGELES, CA 201,606201.6k $3.8m $3.8m 0.17% Unchanged
55 Truvestments Capital LLC 0.64% of their portfolio SARASOTA, FL 188,618188.6k $3.6m $3.6m 0.64% Reduced -22.5k -22,520
56 FAS Wealth Partners, Inc. 0.24% of their portfolio LEAWOOD, KS 185,046185.0k $3.5m $3.5m 0.24% Reduced -1.5k -1,497
57 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 173,065173.1k $3.3m $3.3m 0.00% Added +4.7k +4,703
58 ELEVATION POINT WEALTH PARTNERS, LLC 0.23% of their portfolio DENVER, CO 171,516171.5k $3.2m $3.2m 0.23% Added +4.3k +4,326
59 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 167,468167.5k $3.2m $3.2m 0.01% Added +2.7k +2,713
60 Waterloo Capital, L.P. 0.22% of their portfolio AUSTIN, TX 158,053158.1k $3.0m $3.0m 0.22% Added +6.7k +6,702
61 Engineers Gate Manager LP 0.03% of their portfolio NEW YORK, NY 157,298157.3k $3.0m $3.0m 0.03% Reduced -83.6k -83,648
62 Taylor Frigon Capital Management LLC 1.45% of their portfolio SCOTTSDALE, AZ 154,414154.4k $2.9m $2.9m 1.45% Added +2.9k +2,879
63 Jump Financial, LLC 0.04% of their portfolio Chicago, IL 146,175146.2k $2.8m $2.8m 0.04% Reduced -117.3k -117,334
64 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 145,518145.5k $2.8m $2.8m 0.00% Added +48.9k +48,910
65 Cubist Systematic Strategies, LLC 0.04% of their portfolio STAMFORD, CT 144,265144.3k $2.7m $2.7m 0.04% Reduced -303.4k -303,376
66 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 140,994141.0k $2.7m $2.7m 0.01% Reduced -145.7k -145,698
67 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 140,746140.7k $2.7m $2.7m 0.00% Added +137.5k +137,497
68 Quantbot Technologies LP 0.07% of their portfolio NEW YORK, NY 132,897132.9k $2.5m $2.5m 0.07% Reduced -8.9k -8,890
69 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 125,811125.8k $2.4m $2.4m 0.01% Added +406 +406
70 NATIXIS 0.01% of their portfolio PARIS, I0 118,163118.2k $2.2m $2.2m 0.01% Added +192 +192
71 DNB Asset Management AS 0.01% of their portfolio Oslo, Q8 114,192114.2k $2.2m $2.2m 0.01% Unchanged
72 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 113,887113.9k $2.2m $2.2m 0.00% Reduced -6.9k -6,941
73 PFG Investments, LLC 0.11% of their portfolio WOODBURY, NY 112,183112.2k $2.1m $2.1m 0.11% Added +2.4k +2,351
74 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 111,956112.0k $2.1m $2.1m 0.01% Reduced -202 -202
75 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 111,276111.3k $2.1m $2.1m 0.00% Unchanged
76 NAPA WEALTH MANAGEMENT 0.98% of their portfolio Napa, CA 111,045111.0k $2.1m $2.1m 0.98% Added +2.0k +2,015
77 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.39% of their portfolio LEAWOOD, KS 107,148107.1k $2.0m $2.0m 0.39% Added +19.0k +19,000
78 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 101,544101.5k $1.9m $1.9m 0.03% Reduced -2.3k -2,288
79 PENNINGTON PARTNERS & CO., LLC 0.87% of their portfolio Bethesda, MD 96,70096.7k $1.8m $1.8m 0.87% Unchanged
80 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.11% of their portfolio CEDAR RAPIDS, IA 96,69096.7k $1.8m $1.8m 0.11% Added +2.6k +2,627
81 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 0.54% of their portfolio Phoenix, AZ 92,48692.5k $1.7m $1.7m 0.54% Added +1.6k +1,582
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 89,57589.6k $1.6m $1.6m 0.00% Added +56.8k +56,797
83 Brevan Howard Capital Management LP 0.02% of their portfolio ST. HELIER, Y9 88,36688.4k $1.7m $1.7m 0.02% Added +14.5k +14,456
84 SHARPEPOINT LLC 1.51% of their portfolio PHOENIX, AZ 88,33688.3k $1.7m $1.7m 1.51% Added +1.9k +1,879
85 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 84,07784.1k $1.6m $1.6m 0.04% Added +3.3k +3,280
86 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 83,52683.5k $1.6m $1.6m 0.01% Added +45.4k +45,411
87 Tidal Investments LLC 0.01% of their portfolio Milwaukee, WI 83,11483.1k $1.6m $1.6m 0.01% Added +5.9k +5,936
88 Legacy Capital Wealth Partners, LLC 0.34% of their portfolio LITTLE ROCK, AR 81,66281.7k $1.5m $1.5m 0.34% Reduced -373 -373
89 Creegan & Nassoura Financial Group, LLC 0.97% of their portfolio Portsmouth, NH 79,67079.7k $1.5m $1.5m 0.97% Reduced -500 -500
90 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio ORLANDO, FL 79,55579.6k $1.5m $1.5m 0.12% Added +60.1k +60,100
91 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 79,42679.4k $1.5m $1.5m 0.00% Reduced -122.4k -122,441
92 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 75,40075.4k $1.4m $1.4m 0.00% Added +39.1k +39,101
93 DELPHI MANAGEMENT INC /MA/ 1.31% of their portfolio BROOKLINE, MA 74,69474.7k $1.4m $1.4m 1.31% Reduced -1.8k -1,761
94 NAPLES GLOBAL ADVISORS, LLC 0.11% of their portfolio NAPLES, FL 71,44971.4k $1.4m $1.4m 0.11% Added +1.5k +1,525
95 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 69,61569.6k $1.3m $1.3m 0.03% Added +46.1k +46,099
96 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 65,84265.8k $1.2m $1.2m 0.00% Reduced -6.9k -6,852
97 Golden State Wealth Management, LLC 0.13% of their portfolio SANTA ANA, CA 64,57764.6k $1.2m $1.2m 0.13% Reduced -11.0k -10,961
98 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 63,04663.0k $1.2m $1.2m 0.00% Added +7.1k +7,088
99 Campbell & CO Investment Adviser LLC 0.09% of their portfolio BALTIMORE, MD 61,39861.4k $1.2m $1.2m 0.09% Reduced -107.0k -107,038
100 Abundance Wealth Counselors 0.19% of their portfolio STATE COLLEGE, PA 59,95760.0k $1.1m $1.1m 0.19% Added +1.0k +1,034