EXEL Insider Trading

Insider Ownership Percentage: 2.90%
Insider Buying (Last 12 Months): $6,535,038.49
Insider Selling (Last 12 Months): $7,116,373.36

Exelixis Insider Trading History Chart

This chart shows the insider buying and selling history at Exelixis by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Exelixis Share Price & Price History

Current Price: $23.53
Price Change: Price Decrease of -0.18 (-0.76%)
As of 04/25/2024 01:00 AM ET

This chart shows the closing price history over time for EXEL up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Exelixis Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/21/2024Alan M. GarberDirectorSell19,205$24.01$461,112.0535,703View SEC Filing Icon  
2/23/2024Patrick J HaleyEVPSell47,020$21.45$1,008,579.00384,866View SEC Filing Icon  
2/21/2024David Edward JohnsonDirectorBuy190,000$20.70$3,933,000.001,100,730View SEC Filing Icon  
12/14/2023Patrick J HaleyEVPSell50,000$23.35$1,167,500.00307,687View SEC Filing Icon  
12/12/2023Patrick J HaleyEVPSell14,149$22.50$318,352.50307,687View SEC Filing Icon  
12/4/2023Jeffrey J. HessekielEVPSell25,000$22.06$551,500.00558,345View SEC Filing Icon  
11/30/2023Jeffrey J. HessekielEVPSell25,000$22.01$550,250.00583,345View SEC Filing Icon  
11/27/2023David Edward JohnsonDirectorBuy120,409$21.61$2,602,038.49910,730View SEC Filing Icon  
8/30/2023Dana AftabEVPSell4,600$22.47$103,362.00399,943View SEC Filing Icon  
8/3/2023Christopher J SennerCFOSell60,000$20.51$1,230,600.00571,631View SEC Filing Icon  
8/3/2023Patrick J HaleyEVPSell30,553$20.67$631,530.51285,467View SEC Filing Icon  
8/1/2023Jeffrey J. HessekielEVPSell55,710$19.63$1,093,587.30571,976View SEC Filing Icon  
4/5/2023Jeffrey J. HessekielEVPSell38,930$20.01$778,989.30582,435View SEC Filing Icon  
3/10/2023Jack L WyszomierskiDirectorSell15,300$16.61$254,133.00317,467View SEC Filing Icon  
3/1/2023Jeffrey J. HessekielEVPSell77,860$17.13$1,333,741.80527,716View SEC Filing Icon  
2/27/2023Dana AftabEVPSell10$17.50$175.00351,472View SEC Filing Icon  
2/21/2023Alan M. GarberDirectorSell40,000$17.49$699,600.0031,417View SEC Filing Icon  
2/9/2023Carl B. FeldbaumDirectorSell40,000$17.78$711,200.0018,701View SEC Filing Icon  
2/6/2023Patrick J HaleyEVPSell25,000$17.37$434,250.00254,414View SEC Filing Icon  
12/15/2022Peter LambEVPSell20,000$15.88$317,600.00410,958View SEC Filing Icon  
11/29/2022George PosteDirectorSell40,000$16.68$667,200.00193,189View SEC Filing Icon  
9/12/2022Patrick J HaleyEVPSell40,000$17.94$717,600.00261,591View SEC Filing Icon  
5/27/2022Patrick J HaleyEVPSell18,812$18.21$342,566.52239,818View SEC Filing Icon  
5/17/2022Jeffrey J. HessekielEVPSell18,000$25.39$457,020.00604,822View SEC Filing Icon  
5/12/2022Lance WillseyDirectorSell40,000$19.65$786,000.00424,415View SEC Filing Icon  
4/4/2022Jack L WyszomierskiDirectorSell6,696$23.00$154,008.00273,192View SEC Filing Icon  
3/31/2022Patrick J HaleyEVPSell10,000$22.43$224,300.00269,191View SEC Filing Icon  
3/28/2022Jeffrey J. HessekielEVPSell4,717$22.00$103,774.00View SEC Filing Icon  
3/1/2022Alan M. GarberDirectorSell21,301$21.00$447,321.00View SEC Filing Icon  
2/24/2022Jeffrey J. HessekielEVPSell18,000$20.00$360,000.00View SEC Filing Icon  
2/22/2022Stelios PapadopoulosDirectorSell84,515$19.56$1,653,113.40View SEC Filing Icon  
2/3/2022Patrick J HaleyEVPSell60,000$17.91$1,074,600.00View SEC Filing Icon  
12/15/2021Peter LambEVPSell47,500$17.44$828,400.00View SEC Filing Icon  
11/24/2021Patrick J HaleyEVPSell17,236$17.25$297,321.00View SEC Filing Icon  
11/19/2021Carl B. FeldbaumDirectorSell20,000$17.62$352,400.00View SEC Filing Icon  
11/15/2021Peter LambEVPSell47,500$18.09$859,275.00View SEC Filing Icon  
11/1/2021Jeffrey J. HessekielEVPSell5,117$22.03$112,727.51View SEC Filing Icon  
10/15/2021Peter LambEVPSell47,500$21.92$1,041,200.00View SEC Filing Icon  
9/16/2021Patrick J. HaleyEVPSell25,000$20.36$509,000.00View SEC Filing Icon  
8/16/2021Peter LambEVPSell55,000$18.44$1,014,200.00View SEC Filing Icon  
7/15/2021Peter LambEVPSell60,000$17.47$1,048,200.00View SEC Filing Icon  
6/17/2021Peter LambEVPSell60,000$22.18$1,330,800.00View SEC Filing Icon  
5/18/2021Patrick J. HaleyEVPSell14,593$24.73$360,884.89View SEC Filing Icon  
5/14/2021Vincent T. MarchesiDirectorSell40,000$25.04$1,001,600.00View SEC Filing Icon  
5/13/2021Gisela SchwabCMOSell100,000$25.38$2,538,000.00View SEC Filing Icon  
5/11/2021Stelios PapadopoulosDirectorSell20,770$24.98$518,834.60View SEC Filing Icon  
4/26/2021Gisela SchwabCMOSell50,000$25.00$1,250,000.00View SEC Filing Icon  
4/26/2021Patrick J. HaleyEVPSell7,665$25.03$191,854.95View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Exelixis (NASDAQ:EXEL)

85.27% of Exelixis stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at EXEL by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Exelixis Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024New York State Teachers Retirement System420,243$9.97M0.0%-0.3%0.143%Search for SEC Filing on Google Icon
4/25/2024IMA Wealth Inc.148,697$3.53M1.7%-19.5%0.050%Search for SEC Filing on Google Icon
4/25/2024Cambridge Investment Research Advisors Inc.155,173$3.68M0.0%-6.5%0.053%Search for SEC Filing on Google Icon
4/24/2024CENTRAL TRUST Co1,238$29K0.0%-27.1%0.000%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.1,766,602$41.92M0.1%-9.4%0.599%Search for SEC Filing on Google Icon
4/23/2024Milestone Asset Management LLC27,028$0.64M0.2%N/A0.009%Search for SEC Filing on Google Icon
4/23/2024Rice Hall James & Associates LLC21,698$0.52M0.0%-42.4%0.007%Search for SEC Filing on Google Icon
4/23/2024Amalgamated Bank168,482$4M0.0%-27.3%0.057%Search for SEC Filing on Google Icon
4/19/2024First Trust Direct Indexing L.P.10,521$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue126,607$3M0.0%-0.5%0.042%Search for SEC Filing on Google Icon
4/19/2024Sumitomo Mitsui Trust Holdings Inc.58,296$1.38M0.0%-2.4%0.019%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC1,278,910$30.35M0.0%-7.3%0.422%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.69,641$1.65M0.1%+10.3%0.023%Search for SEC Filing on Google Icon
4/15/2024Janiczek Wealth Management LLC5,681$0.14M0.0%+319.6%0.002%Search for SEC Filing on Google Icon
4/11/2024Tealwood Asset Management Inc.59,466$1.41M0.6%-1.4%0.020%Search for SEC Filing on Google Icon
4/11/2024BTC Capital Management Inc.14,686$0.35M0.0%N/A0.005%Search for SEC Filing on Google Icon
4/11/2024Meditor Group Ltd2,198,800$52.18M76.7%-16.7%0.725%Search for SEC Filing on Google Icon
4/10/2024Banque Cantonale Vaudoise7,555$0.18M0.0%+11.5%0.002%Search for SEC Filing on Google Icon
4/10/2024Clearview Wealth Advisors LLC16,038$0.38M0.4%-56.6%0.005%Search for SEC Filing on Google Icon
4/9/2024Alaska Permanent Fund Corp53,239$1.26M0.0%+1.2%0.018%Search for SEC Filing on Google Icon
4/9/2024Rise Advisors LLC1,189$28K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC2,454,277$58.24M0.2%+948.3%0.809%Search for SEC Filing on Google Icon
3/29/2024Kapitalo Investimentos Ltda19,058$0.46M0.1%+45.4%0.006%Search for SEC Filing on Google Icon
3/27/2024Nomura Holdings Inc.194,968$4.68M0.0%+234.4%0.064%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.16,953$0.41M0.0%-4.7%0.006%Search for SEC Filing on Google Icon
3/13/2024Sivia Capital Partners LLC9,436$0.23M0.1%N/A0.003%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.31,671,090$759.79M0.0%-1.2%10.446%Search for SEC Filing on Google Icon
3/5/2024Fisher Asset Management LLC1,041$25K0.0%+232.6%0.000%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP129,935$3.12M0.0%+25.1%0.043%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.1,048,809$25.16M0.0%+0.6%0.346%Search for SEC Filing on Google Icon
2/28/2024American International Group Inc.422,100$10.13M0.0%-6.3%0.139%Search for SEC Filing on Google Icon
2/26/2024Teachers Retirement System of The State of Kentucky105,326$2.53M0.0%-4.6%0.035%Search for SEC Filing on Google Icon
2/16/2024Peloton Wealth Strategists47,150$1.13M0.5%-8.4%0.016%Search for SEC Filing on Google Icon
2/15/2024Bridgefront Capital LLC22,847$0.55M0.4%+111.3%0.008%Search for SEC Filing on Google Icon
2/14/2024True Wealth Design LLC34,516$0.83M0.2%N/A0.011%Search for SEC Filing on Google Icon
2/14/2024Bellevue Group AG2,108,100$50.57M0.8%-11.3%0.695%Search for SEC Filing on Google Icon
2/14/2024Nomura Holdings Inc.194,968$4.68M0.0%+234.4%0.064%Search for SEC Filing on Google Icon
2/14/202413D Management LLC309,702$7.43M4.4%-35.4%0.102%Search for SEC Filing on Google Icon
2/14/2024Lighthouse Investment Partners LLC123,853$2.97M0.1%N/A0.041%Search for SEC Filing on Google Icon
2/14/2024Scout Investments Inc.364,385$8.74M0.2%-14.6%0.120%Search for SEC Filing on Google Icon
2/14/2024Seven Eight Capital LP22,637$0.54M0.1%+4.0%0.007%Search for SEC Filing on Google Icon
2/14/2024Sectoral Asset Management Inc.13,990$0.34M0.1%+12.1%0.005%Search for SEC Filing on Google Icon
2/13/2024Vinva Investment Management Ltd6,662$0.16M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2024Pinebridge Investments L.P.331,831$7.96M0.1%+1,026.3%0.109%Search for SEC Filing on Google Icon
2/13/2024American International Group Inc.422,100$10.13M0.1%-6.3%0.139%Search for SEC Filing on Google Icon
2/13/2024Crossmark Global Holdings Inc.59,188$1.42M0.0%+14.1%0.020%Search for SEC Filing on Google Icon
2/13/2024First Trust Advisors LP3,152,755$75.64M0.1%+18.5%1.040%Search for SEC Filing on Google Icon
2/13/2024Stephens Investment Management Group LLC4,106,664$98.52M1.4%-2.1%1.354%Search for SEC Filing on Google Icon
2/13/2024Rafferty Asset Management LLC408,079$9.79M0.0%+1.3%0.135%Search for SEC Filing on Google Icon
2/13/2024NEOS Investment Management LLC17,959$0.43M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/13/2024KBC Group NV6,033$0.15M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System308,103$7.39M0.0%-6.8%0.102%Search for SEC Filing on Google Icon
2/13/2024FinTrust Capital Advisors LLC11,811$0.28M0.1%+546.8%0.004%Search for SEC Filing on Google Icon
2/12/2024TFO Wealth Partners LLC13,939$0.33M0.0%+73,263.2%0.005%Search for SEC Filing on Google Icon
2/12/2024Treasurer of the State of North Carolina143,950$3.45M0.0%-1.0%0.047%Search for SEC Filing on Google Icon
2/12/2024Weiss Asset Management LP13,325$0.32M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/12/2024Allianz Asset Management GmbH124,724$2.99M0.0%+12.4%0.041%Search for SEC Filing on Google Icon
2/12/2024TD Asset Management Inc180,844$4.34M0.0%-41.4%0.060%Search for SEC Filing on Google Icon
2/12/2024United Services Automobile Association25,644$0.62M0.0%+14.6%0.008%Search for SEC Filing on Google Icon
2/12/2024Parallel Advisors LLC1,743$42K0.0%-47.0%0.001%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC45,459$1.09M0.0%-65.7%0.015%Search for SEC Filing on Google Icon
2/9/2024Intech Investment Management LLC39,114$0.94M0.0%+2.9%0.013%Search for SEC Filing on Google Icon
2/9/2024ProVise Management Group LLC33,344$0.80M0.1%N/A0.011%Search for SEC Filing on Google Icon
2/9/2024Orion Portfolio Solutions LLC56,246$1.27M0.0%-6.0%0.019%Search for SEC Filing on Google Icon
2/9/2024Commerce Bank218,114$5.23M0.0%-3.0%0.072%Search for SEC Filing on Google Icon
2/9/2024Cambridge Investment Research Advisors Inc.165,905$3.98M0.0%+1,125.7%0.055%Search for SEC Filing on Google Icon
2/9/2024Ontario Teachers Pension Plan Board239,140$5.74M0.1%+13.4%0.079%Search for SEC Filing on Google Icon
2/9/2024Pzena Investment Management LLC18,979$0.46M0.0%-13.8%0.006%Search for SEC Filing on Google Icon
2/9/2024Aigen Investment Management LP20,251$0.49M0.1%N/A0.007%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.434,471$10.42M0.0%+23.6%0.143%Search for SEC Filing on Google Icon
2/9/2024Quest Partners LLC14,672$0.35M0.1%N/A0.005%Search for SEC Filing on Google Icon
2/9/2024O Neil Global Advisors Inc.9,720$0.23M0.1%N/A0.003%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP219,347$5.26M0.1%-51.4%0.072%Search for SEC Filing on Google Icon
2/9/2024Coldstream Capital Management Inc.9,014$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/9/2024PNC Financial Services Group Inc.16,953$0.41M0.0%-4.7%0.006%Search for SEC Filing on Google Icon
2/9/2024Norges Bank3,061,647$73.45M0.0%N/A1.010%Search for SEC Filing on Google Icon
2/8/2024Sheaff Brock Investment Advisors LLC9,304$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/8/2024Robeco Institutional Asset Management B.V.18,560$0.45M0.0%-18.8%0.006%Search for SEC Filing on Google Icon
2/8/2024Securian Asset Management Inc.26,243$0.63M0.0%-2.7%0.008%Search for SEC Filing on Google Icon
2/8/2024Panagora Asset Management Inc.37,530$0.90M0.0%-50.1%0.012%Search for SEC Filing on Google Icon
2/8/2024Fiera Capital Corp116,942$2.81M0.0%-2.1%0.038%Search for SEC Filing on Google Icon
2/8/2024Quadrant Capital Group LLC7,709$0.19M0.0%+10.8%0.002%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC57,236$1.37M0.0%-2.0%0.018%Search for SEC Filing on Google Icon
2/8/2024Vanguard Personalized Indexing Management LLC39,737$0.95M0.0%+10.3%0.013%Search for SEC Filing on Google Icon
2/8/2024Massachusetts Financial Services Co. MA272,166$6.53M0.0%-2.2%0.088%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.1,151,939$27.64M0.0%-2.9%0.370%Search for SEC Filing on Google Icon
2/7/2024USA Financial Formulas2,060$49K0.0%+1,548.0%0.001%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP4,560,517$109.41M0.0%-0.7%1.467%Search for SEC Filing on Google Icon
2/7/2024QRG Capital Management Inc.49,883$1.20M0.0%-10.7%0.016%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC32,210$0.77M0.0%-79.9%0.010%Search for SEC Filing on Google Icon
2/7/2024Polaris Capital Management LLC61,900$1.49M0.1%-22.5%0.020%Search for SEC Filing on Google Icon
2/7/2024Seizert Capital Partners LLC420,335$10.08M0.5%-9.3%0.135%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets450,097$10.80M0.0%+88.7%0.145%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas66,618$1.60M0.0%-19.9%0.021%Search for SEC Filing on Google Icon
2/7/2024E Fund Management Co. Ltd.21,832$0.52M0.0%+5.6%0.007%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.3,364,480$80.71M0.0%+0.9%1.082%Search for SEC Filing on Google Icon
2/6/2024LSV Asset Management158,429$3.80M0.0%-84.7%0.051%Search for SEC Filing on Google Icon
2/6/2024M&T Bank Corp11,974$0.29M0.0%+8.3%0.004%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank231,909$5.56M0.0%+3.3%0.075%Search for SEC Filing on Google Icon
2/6/2024Summit Global Investments38,458$0.92M0.1%N/A0.012%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Exelixis logo
Exelixis, Inc., an oncology company, focuses on the discovery, development, and commercialization of new medicines for difficult-to-treat cancers in the United States. The company offers CABOMETYX tablets for the treatment of patients with advanced renal cell carcinoma who received prior anti-angiogenic therapy; and COMETRIQ capsules for the treatment of progressive and metastatic medullary thyroid cancer. Its CABOMETYX and COMETRIQ are derived from cabozantinib, an inhibitor of multiple tyrosine kinases, including MET, AXL, RET, and VEGF receptors. The company also offers COTELLIC, an inhibitor of MEK as a combination regimen to treat specific forms of advanced melanoma; and MINNEBRO, an oral non-steroidal selective blocker of the mineralocorticoid receptor for the treatment of hypertension in Japan. It develops zanzalintinib, a novel, potent, next-generation oral tyrosine kinase inhibitor (TKI) that targets VEGF receptors, MET and the TAM kinases (TYRO3, AXL and MER); and XB002, a next-generation tissue factor (TF)-targeting ADC, administered via intravenous infusion and composed of a human monoclonal antibody (mAb) against TF that is conjugated to an auristatin-based microtubulin inhibitor (MTI) payload. It has research collaborations and license agreements with Ipsen Pharma SAS; Takeda Pharmaceutical Company Ltd.; F. Hoffmann-La Roche Ltd.; Redwood Bioscience, Inc.; R.P. Scherer Technologies, LLC; Catalent Pharma Solutions, Inc.; NBE Therapeutics AG; Aurigene Discovery Technologies Limited; Iconic Therapeutics, Inc.; Invenra, Inc.; StemSynergy Therapeutics, Inc.; Genentech, Inc.; Bristol-Myers Squibb Company; and Daiichi Sankyo Company, Limited, as well as clinical development agreement with Sairopa B.V. for ADU-1805. The company was formerly known as Exelixis Pharmaceuticals, Inc. and changed its name to Exelixis, Inc. in February 2000. Exelixis, Inc. was incorporated in 1994 and is headquartered in Alameda, California.
Read More on Exelixis

Today's Range

Now: $23.53
Low: $23.36
High: $23.74

50 Day Range

MA: $22.73
Low: $20.48
High: $23.92

52 Week Range

Now: $23.53
Low: $18.08
High: $24.34

Volume

1,429,751 shs

Average Volume

2,264,538 shs

Market Capitalization

$6.94 billion

P/E Ratio

36.77

Dividend Yield

N/A

Beta

0.54

Who are the company insiders with the largest holdings of Exelixis?

Exelixis' top insider shareholders include:
  1. David Edward Johnson (Director)
  2. Jeffrey Hessekiel (EVP)
  3. Christopher J Senner (CFO)
  4. Lance Willsey (Director)
  5. Peter Lamb (EVP)
  6. Dana Aftab (EVP)
  7. Patrick J Haley (EVP)
  8. Jack L Wyszomierski (Director)
  9. George Poste (Director)
  10. Alan M Garber (Director)
  11. Carl B Feldbaum (Director)
Learn More about top insider investors at Exelixis.

Who are the major institutional investors of Exelixis?

Exelixis' top institutional investors include:
  1. Los Angeles Capital Management LLC — 0.81%
  2. Meditor Group Ltd — 0.73%
  3. Assenagon Asset Management S.A. — 0.60%
  4. Allspring Global Investments Holdings LLC — 0.42%
  5. New York State Teachers Retirement System — 0.14%
  6. Amalgamated Bank — 0.06%
Learn More about top institutional investors of Exelixis stock.

Which major investors are selling Exelixis stock?

During the previous quarter, EXEL stock was sold by these institutional investors:
  1. Meditor Group Ltd
  2. Assenagon Asset Management S.A.
  3. Allspring Global Investments Holdings LLC
  4. Amalgamated Bank
  5. IMA Wealth Inc.
  6. Clearview Wealth Advisors LLC
  7. Rice Hall James & Associates LLC
  8. Cambridge Investment Research Advisors Inc.
Within the previous year, company insiders that have sold Exelixis company stock include:
  1. David Edward Johnson (Director)
  2. Jeffrey Hessekiel (EVP)
  3. Christopher J Senner (CFO)
  4. Lance Willsey (Director)
  5. Peter Lamb (EVP)
Learn More investors selling Exelixis stock.

Which major investors are buying Exelixis stock?

In the previous quarter, EXEL stock was acquired by institutional investors including:
  1. Los Angeles Capital Management LLC
  2. Milestone Asset Management LLC
  3. BTC Capital Management Inc.
  4. First Trust Direct Indexing L.P.
  5. Hennion & Walsh Asset Management Inc.
  6. Janiczek Wealth Management LLC
  7. Rise Advisors LLC
  8. Banque Cantonale Vaudoise