Filing Research | EXPO - EXPONENT INC Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	1.3MSH	$74.4M
2	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	280.3KSH	$16.5M
3	FENIMORE ASSET MANAGEMENT INC	Shares	264.6KSH	$15.5M
4	Vest Financial, LLC	Shares	80.7KSH	$4.7M
5	Y-Intercept (Hong Kong) Ltd	Shares	45.6KSH	$2.7M
6	Assenagon Asset Management S.A.	Shares	39.3KSH	$2.3M
7	Police & Firemen's Retirement System of New Jersey	Shares	14.5KSH	$854.6K
8	Louisiana State Employees Retirement System	Shares	14.2KSH	$834.4K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.7KSH	$804.4K
10	PineStone Asset Management Inc.	Shares	11.8KSH	$693.0K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	11.6KSH	$682.4K
12	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	10.2KSH	$598.4K
13	SUMMITRY LLC	Shares	8.0KSH	$472.6K
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.5KSH	$465.6K
15	Sivia Capital Partners, LLC	Shares	7.9KSH	$463.3K
16	Sequoia Financial Advisors, LLC	Shares	7.3KSH	$431.6K
17	Abel Hall, LLC	Shares	6.1KSH	$356.1K
18	Baker Ellis Asset Management LLC	Shares	5.2KSH	$303.2K
19	BetterWealth, LLC	Shares	4.7KSH	$274.2K
20	Malaga Cove Capital, LLC	Shares	3.8KSH	$225.3K
21	SECURIAN ASSET MANAGEMENT, INC	Shares	3.6KSH	$224.9K
22	Certified Advisory Corp	Shares	3.7KSH	$217.4K
23	Crossmark Global Holdings, Inc.	Shares	3.6KSH	$211.8K
24	Merit Financial Group, LLC	Shares	3.4KSH	$200.3K
25	GAMMA Investing LLC	Shares	2.5KSH	$147.4K
26	Hilltop National Bank	Shares	2.2KSH	$126.8K
27	Curated Wealth Partners LLC	Shares	40.6KSH	$65.6K
28	SIGNATUREFD, LLC	Shares	915SH	$53.8K
29	Versant Capital Management, Inc	Shares	894SH	$52.5K
30	EverSource Wealth Advisors, LLC	Shares	736SH	$43.2K
31	Farther Finance Advisors, LLC	Shares	703SH	$41.3K
32	HM PAYSON & CO	Shares	589SH	$34.6K
33	Blue Trust, Inc.	Shares	269SH	$15.8K
34	HARBOR INVESTMENT ADVISORY, LLC	Shares	260SH	$15.3K
35	ENTRUST FINANCIAL LLC	Shares	198SH	$11.6K
36	SJS Investment Consulting Inc.	Shares	115SH	$6.8K
37	True Wealth Design, LLC	Shares	110SH	$6.5K
38	CoreCap Advisors, LLC	Shares	101SH	$5.9K
39	MassMutual Private Wealth & Trust, FSB	Shares	94SH	$5.5K
40	IFP Advisors, Inc	Shares	67SH	$3.9K
41	WOLFF WIESE MAGANA LLC	Shares	53SH	$3.1K
42	FARMERS & MERCHANTS INVESTMENTS INC	Shares	42SH	$2.5K
43	Physician Wealth Advisors, Inc.	Shares	37SH	$2.2K
44	Atlatl Advisers LLC	Shares	36SH	$2.1K
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	35.4KSH	$2.1K
46	Activest Wealth Management	Shares	34SH	$2.0K
47	AdvisorNet Financial, Inc	Shares	27SH	$1.6K
48	Marquette Asset Management, LLC	Shares	27SH	$1.6K
49	AMALGAMATED BANK	Shares	20.6KSH	$1.2K
50	JFS WEALTH ADVISORS, LLC	Shares	19SH	$1.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 74 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+39.3K	+$2.3M	$2.3M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+19.8K	+$993.2K	$2.7M
3	Abel Hall, LLC new	Shares	+6.1K	+$356.1K	$356.1K
4	Vest Financial, LLC added	Shares	+12.1K	+$268.8K	$4.7M
5	Sivia Capital Partners, LLC added	Shares	+3.2K	+$158.7K	$463.3K
6	Curated Wealth Partners LLC new	Shares	+40.6K	+$65.6K	$65.6K
7	Blue Trust, Inc. new	Shares	+269	+$15.8K	$15.8K
8	Farther Finance Advisors, LLC added	Shares	+200	+$8.6K	$41.3K
9	SJS Investment Consulting Inc. added	Shares	+98	+$5.6K	$6.8K
10	True Wealth Design, LLC added	Shares	+66	+$3.6K	$6.5K
11	ENTRUST FINANCIAL LLC added	Shares	+69	+$3.2K	$11.6K
12	Atlatl Advisers LLC new	Shares	+36	+$2.1K	$2.1K
13	Marquette Asset Management, LLC new	Shares	+27	+$1.6K	$1.6K
14	MITCHELL & PAHL PRIVATE WEALTH, LLC added	Shares	+1.0K	+$1.6K	$598.4K
15	WOLFF WIESE MAGANA LLC added	Shares	+20	+$961	$3.1K
16	Creative Capital Management Investments LLC new	Shares	+8	+$470	$470
17	Wealth Enhancement Trust Services, Inc. new	Shares	+8	+$470	$470
18	LRI Investments, LLC new	Shares	+2	+$118	$118
19	CX Institutional unchanged	Shares	0	$0	$1
20	Hughes Financial Services, LLC unchanged	Shares	0	-$13	$118
21	State of Alaska, Department of Revenue trimmed	Shares	-182	-$61	$447
22	Handelsbanken Fonder AB unchanged	Shares	0	-$106	$964
23	SBI Securities Co., Ltd. unchanged	Shares	0	-$117	$1.1K
24	Activest Wealth Management added	Shares	+1	-$155	$2.0K
25	AdvisorNet Financial, Inc unchanged	Shares	0	-$175	$1.6K
26	AMALGAMATED BANK trimmed	Shares	-980	-$198	$1.2K
27	DiNuzzo Private Wealth, Inc. trimmed	Shares	-3	-$215	$177
28	JFS WEALTH ADVISORS, LLC trimmed	Shares	-2	-$254	$1.1K
29	Vermillion Wealth Management, Inc. exited	Shares	-4	-$261	$0
30	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-2	-$403	$2.5K
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.0K	-$426	$2.1K
32	Bogart Wealth, LLC exited	Shares	-7	-$457	$0
33	Fortitude Family Office, LLC trimmed	Shares	-9	-$698	$999
34	CoreCap Advisors, LLC trimmed	Shares	-2	-$786	$5.9K
35	Physician Wealth Advisors, Inc. trimmed	Shares	-10	-$892	$2.2K
36	Owl Creek Wealth Partners LLC exited	Shares	-15	-$979	$0
37	Raleigh Capital Management Inc. exited	Shares	-21	-$1.4K	$0
38	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$1.7K	$15.3K
39	IFP Advisors, Inc trimmed	Shares	-22	-$1.9K	$3.9K
40	Grove Bank & Trust trimmed	Shares	-31	-$2.0K	$176
41	Sachetta, LLC exited	Shares	-32	-$2.1K	$0
42	GAMMA Investing LLC added	Shares	+216	-$2.2K	$147.4K
43	HM PAYSON & CO unchanged	Shares	0	-$3.8K	$34.6K
44	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-101	-$7.2K	$5.5K
45	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-49	-$11.7K	$224.9K
46	Crossmark Global Holdings, Inc. unchanged	Shares	0	-$23.4K	$211.8K
47	Certified Advisory Corp unchanged	Shares	0	-$24.0K	$217.4K
48	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	-$24.3K	$854.6K
49	Versant Capital Management, Inc trimmed	Shares	-332	-$27.5K	$52.5K
50	BetterWealth, LLC added	Shares	+1	-$30.2K	$274.2K

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