AESAES

13F holders, Q1 2024 (March 31)
652holders
9famous investors
$17.95avg. 13F price*

At the end of Q1 2024, 652 institutions reported holding AES Corp. (AES) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.6B), Capital International Investors ($1.4B) and BlackRock Inc. ($960.4M). 9 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Stanley Druckenmiller (0.2% of Duquesne Family Office's portfolio).

Company
AES Corp.
Sector
Industrials
CUSIP
00130H105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 652Q1 2024Q2 2024: 695Q2 2024Q3 2024: 706Q3 2024Q4 2024: 713Q4 2024Q1 2025: 698Q1 2025Q2 2025: 684Q2 2025Q3 2025: 705Q3 2025Q4 2025: 749Q4 2025Q1 2026: 752Q1 2026Q2 2026: 706Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions96$180.3M
Exits75$108.9M

Ownership 652 holders

Vanguard Group Inc. 0.03% Add +2.2% 89,725,232 $1.6B
Capital International Investors 0.28% Add +11.4% 77,641,395 $1.4B
BlackRock Inc. 0.02% Reduce -1.1% 53,565,381 $960.4M
FMR LLC 0.06% Add +19.1% 45,856,170 $822.2M
State Street Corp. 0.03% Reduce -4.5% 32,524,776 $583.2M
Capital World Investors 0.08% Reduce -64.5% 25,326,997 $454.1M
Orbis Allan Gray Ltd 2.49% Add +3.3% 23,163,838 $415.3M
Ameriprise Financial Inc. 0.10% Reduce -2.7% 20,866,910 $374.1M
Morgan Stanley 0.03% Add +25.3% 18,287,588 $327.9M
Geode Capital Management, LLC 0.03% Add +3.2% 15,196,065 $271.7M
Invesco Ltd. 0.04% Add +36.4% 10,373,222 $186.0M
Massachusetts Financial Services Co. 0.05% Add +0.1% 9,372,358 $168.0M
Millennium Management 0.13% Add +118.1% 8,235,872 $147.7M
Clearbridge Investments, LLC 0.11% Add +24.2% 7,647,139 $137.1M
Two Sigma Investments, LP 0.31% Add +1789.3% 6,886,299 $123.5M
M&G PLC 0.86% — 6,848,450 $123.3M
Goldman Sachs Group Inc. 0.02% Add +0.2% 6,455,722 $115.8M
Charles Schwab Investment Management Inc. 0.03% Add +2.7% 6,214,719 $111.4M
Point72 Asset Management 0.33% Add +62.5% 6,150,600 $110.3M
Electron Capital Partners, LLC 4.63% Add +15.9% 5,884,625 $105.5M
Pictet Asset Management Holding SA 0.11% Add +18.8% 5,850,694 $104.9M
Northern Trust Corp. 0.02% Reduce -6.5% 5,764,453 $103.4M
JPMorgan Chase & Co. 0.01% Add +311.9% 5,742,061 $103.0M
Citadel Advisors 0.10% Add +81.8% 5,623,767 $100.8M
Bank of America Corp. 0.01% Add +16.7% 5,387,857 $96.6M
CBRE Investment Management Listed Real Assets LLC 1.64% Add +55.4% 4,923,746 $88.3M
Bank of New York Mellon Corp 0.02% Reduce -6.3% 4,628,220 $83.0M
Prudential Financial Inc. 0.11% Add +133.8% 4,291,320 $76.9M
D. E. Shaw & Co. 0.09% Add +2939.7% 3,745,373 $67.2M
Gabelli Funds LLC 0.49% Reduce -0.2% 3,689,700 $66.2M
CI Investments Inc. 0.26% Reduce -30.7% 3,590,391 $64.4M
Douglas Lane & Associates, LLC 0.90% Add +2.6% 3,559,999 $63.8M
Empower Advisory Group, LLC 0.22% Add +13.0% 3,255,908 $58.4M
Ensign Peak Advisors, Inc 0.10% Add +78.2% 2,944,689 $52.8M
Legal & General Group Plc 0.01% Add +1.4% 2,893,992 $51.9M
Barclays PLC 0.02% Reduce -29.2% 2,870,921 $51.5M
Raymond James & Associates 0.03% Reduce -0.2% 2,719,332 $48.8M
Dimensional Fund Advisors LP 0.01% Add +5.0% 2,688,492 $48.2M
Energy Income Partners, LLC 0.92% Reduce -10.7% 2,509,404 $45.0M
Wells Fargo & Company 0.01% Add +53.7% 2,419,248 $43.4M
Two Sigma Advisers, LP 0.10% Add +11406.4% 2,324,300 $41.7M
Manufacturers Life Insurance Company, The 0.04% Add +84.3% 2,251,210 $40.4M
Cinctive Capital Management LP 2.07% New 2,233,619 $40.0M
Franklin Resources Inc. 0.01% Reduce -12.9% 2,209,345 $39.6M
HSBC Holdings PLC 0.03% Add +31.8% 2,053,231 $36.8M
Swiss National Bank 0.03% Reduce -4.2% 2,005,400 $36.0M
Tudor Investment Corporation 0.42% Add +8.8% 1,920,300 $34.4M
Zimmer Partners, LP 0.73% Add +482.8% 1,865,000 $33.4M
Victory Capital Management Inc. 0.03% Add +288.2% 1,860,289 $33.4M
TCW Group Inc. 0.33% Add +31.1% 1,810,854 $32.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.7% 1,800,471 $32.3M
Adage Capital Partners Gp, L.L.C. 0.06% Add +170.1% 1,756,812 $31.5M
Citigroup Inc. 0.03% Add +26.1% 1,720,208 $30.8M
Bruni J V & Co. 3.52% Add +0.7% 1,655,344 $29.7M
Nuveen Asset Management, LLC 0.01% Reduce -2.9% 1,584,002 $28.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -0.6% 1,575,429 $28.2M
Amundi 0.01% Add +4.5% 1,702,342 $27.7M
Verition Fund Management LLC 0.28% Reduce -4.9% 1,423,189 $25.5M
North Star Asset Management Inc. 1.18% Add +2.4% 1,393,792 $25.0M
Korea Investment CORP 0.06% Add +15.1% 1,373,336 $24.6M
Deutsche Bank AG 0.01% Add +10.6% 1,347,743 $24.2M
Rhumbline Advisers 0.02% Add +7.2% 1,345,274 $24.1M
Infrastructure Capital Advisors, LLC 3.74% Add +12726.0% 1,308,254 $23.5M
Capital Group Private Client Services, Inc. 0.24% Reduce -23.8% 1,290,620 $23.1M
California Public Employees Retirement System 0.02% Reduce -3.8% 1,206,939 $21.6M
American Century Companies Inc. 0.01% Add +14.2% 1,189,248 $21.3M
LPL Financial LLC 0.01% Add +5.9% 1,167,193 $20.9M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +316.7% 325,872 $20.1M
River Road Asset Management, LLC 0.27% Reduce -21.8% 1,104,644 $19.8M
Jane Street Group, LLC 0.03% Add +174.5% 1,097,208 $19.7M
Tortoise Capital Advisors, L.L.C. 0.26% Reduce -17.3% 1,048,873 $18.8M
Merewether Investment Management, LP 0.99% New 1,036,700 $18.6M
Worldquant Millennium Advisors LLC 0.23% Add +4.6% 1,031,031 $18.5M
Alliancebernstein L.P. 0.01% Add +6.0% 1,007,021 $18.1M
Bank of Montreal 0.01% Reduce -9.8% 979,526 $17.6M
Credit Suisse AG/ 0.02% Reduce -14.5% 967,299 $17.3M
HighTower Advisors, LLC 0.03% Add +1.6% 947,396 $16.9M
State Board of Administration of Florida Retirement System 0.04% Add +1.9% 699,241 $16.8M
Foundry Partners, LLC 0.90% Add +3.2% 938,406 $16.8M
UBS Group AG 0.01% Add +126.3% 925,102 $16.6M
T. Rowe Price Associates Inc. 0.00% Reduce -0.6% 907,170 $16.3M
California State Teachers Retirement System 0.02% Reduce -3.6% 904,194 $16.2M
Trexquant Investment LP 0.32% Add +482.5% 903,649 $16.2M
Envestnet Asset Management Inc. 0.01% Add +11.0% 897,903 $16.1M
SIR Capital Management, L.P. 1.58% Add +47.1% 872,722 $15.6M
Avenir Corp. 1.33% Reduce -45.5% 863,964 $15.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +20.1% 839,343 $15.0M
BW Gestao de Investimentos Ltda. 1.32% Add +13.9% 820,000 $14.7M
BNP Paribas Financial Markets 0.02% Add +33.3% 794,793 $14.3M
Yaupon Capital Management LP 1.21% Add +76.4% 780,960 $14.0M
Principal Financial Group Inc. 0.01% Add +0.1% 772,197 $13.8M
Kayne Anderson Capital Advisors LP 0.39% Reduce -26.1% 771,365 $13.8M
National Bank of Canada 0.02% Add +330.5% 672,651 $13.4M
Madison Asset Management, LLC 0.16% No change 711,666 $12.8M
Beck Bode, LLC 2.60% Add +19.1% 708,767 $12.7M
AEGON ASSET MANAGEMENT UK Plc 0.19% Reduce -23.0% 692,382 $12.4M
Lazard Asset Management LLC 0.02% Add +178.5% 689,879 $12.4M
Nishkama Capital, LLC 1.39% New 680,980 $12.2M
Royal Bank of Canada 0.00% Reduce -28.6% 663,836 $11.9M
APG Asset Management N.V. 0.02% Add +59.5% 715,187 $11.9M
New York State Teachers Retirement System 0.02% Add +0.0% 656,111 $11.8M
Cubist Systematic Strategies, LLC 0.13% New 639,879 $11.5M
LMCG Investments, LLC 0.67% Add +39.4% 638,113 $11.4M
Whittier Trust Co. 0.16% Add +0.7% 618,381 $11.1M
SG Americas Securities, LLC 0.06% Add +735.2% 617,387 $11.1M
Rock Point Advisors, LLC 3.17% Add +65.3% 595,154 $10.7M
Assenagon Asset Management S.A. 0.03% Add +3298.7% 575,395 $10.3M
GAMCO Investors 0.10% Add +1.3% 563,700 $10.1M
Squarepoint Ops LLC 0.04% Reduce -5.9% 557,174 $10.0M
Evergreen Capital Management LLC 0.33% Add +52.1% 487,053 $8.7M
Capital International Sarl 0.29% Add +4.3% 483,207 $8.7M
Levin Capital Strategies, L.P. 0.83% Add +17.5% 454,430 $8.1M
Banco Santander, S.A. 0.10% Reduce -28.3% 448,878 $8.0M
Quantbot Technologies LP 0.43% Add +900.2% 429,111 $7.7M
Guggenheim Capital LLC 0.05% Reduce -9.3% 426,262 $7.6M
Vontobel Holding Ltd. 0.06% New 417,954 $7.5M
Nisa Investment Advisors, LLC 0.05% Add +0.6% 412,463 $7.4M
State of Wisconsin Investment Board 0.02% Add +0.6% 401,699 $7.2M
Mackenzie Financial Corp. 0.01% Add +4.9% 394,274 $7.1M
New York State Common Retirement Fund 0.01% Reduce -10.7% 391,785 $7.0M
National Pension Service 0.01% No change 389,651 $7.0M
Calamos Advisors LLC 0.05% Reduce -2.5% 377,836 $6.8M
Bank of Nova Scotia 0.01% Add +518.3% 374,419 $6.7M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.9% 371,470 $6.7M
Voya Investment Management LLC 0.01% Reduce -2.8% 365,468 $6.6M
Providence Capital Advisors, LLC 1.43% Add +2.1% 364,950 $6.5M
Oppenheimer Asset Management Inc. 0.10% Reduce -4.6% 364,757 $6.5M
State of New Jersey Common Pension Fund D 0.02% No change 362,408 $6.5M
Asset Management One Co., Ltd. 0.02% Reduce -3.2% 360,531 $6.5M
Capital International Ltd. 0.31% Add +2.5% 358,654 $6.4M
Rockefeller Capital Management L.P. 0.02% Add +5.8% 352,979 $6.3M
Seven Eight Capital, LP 0.66% New 352,872 $6.3M
Townsquare Capital LLC 0.09% Add +9.1% 349,860 $6.3M
Channing Capital Management, LLC 0.17% Reduce -2.8% 345,851 $6.2M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -5.3% 340,180 $6.1M
Allianz Asset Management GmbH 0.01% Reduce -64.3% 315,122 $5.7M
Duquesne Family Office 0.15% New 314,750 $5.6M
Eagle Global Advisors LLC 0.32% Add +58.8% 314,407 $5.6M
iA Global Asset Management Inc. 0.11% Add +3924.2% 305,840 $5.5M
Macquarie Group Ltd. 0.01% Reduce -7.2% 304,842 $5.5M
Treasurer of the State of North Carolina 0.02% Add +0.7% 298,365 $5.3M
Xponance LLC 0.06% Add +1.6% 295,140 $5.3M
AQR Capital Management 0.01% Add +78.2% 301,292 $5.3M
Edgemoor Investment Advisors, Inc. 0.50% New 293,658 $5.3M
WASHINGTON TRUST Co 0.19% Add +50.3% 287,732 $5.2M
Jump Financial, LLC 0.14% Add +920.2% 287,700 $5.2M
Sagefield Capital LP 0.62% Reduce -19.9% 284,471 $5.1M
Janney Montgomery Scott LLC 0.01% Add +729.0% 278,575 $5.0M
Capital International, Inc. 0.07% Reduce -5.5% 278,009 $5.0M
Whittier Trust Co. of Nevada Inc. 0.14% Add +1.6% 273,818 $4.9M
Mn Services Vermogensbeheer B.V. 0.04% Reduce -11.7% 270,793 $4.9M
Buckingham Capital Management, Inc. 0.58% Add +12.9% 262,957 $4.7M
Public Employees Retirement System of Ohio 0.02% Reduce -8.6% 255,692 $4.6M
Intact Investment Management Inc. 0.18% Add +18.8% 255,600 $4.6M
Caption Management, LLC 0.50% New 254,400 $4.6M
Wealth High Governance Capital Ltda 1.00% New 250,000 $4.5M
Susquehanna International Group, LLP 0.01% Reduce -46.7% 247,622 $4.4M
NFJ Investment Group, LLC 0.12% New 247,487 $4.4M
Orange Investment Advisors, Inc. 0.51% Add +22.1% 237,727 $4.3M
Quadrature Capital Ltd 0.07% Add +146.6% 237,460 $4.3M
Hollow Brook Wealth Management LLC 1.54% Add +8.5% 232,867 $4.2M
Los Angeles Capital Management LLC 0.01% Reduce -19.5% 223,762 $4.0M
Resona Asset Management Co.,Ltd. 0.02% — 217,670 $3.9M
Quinn Opportunity Partners LLC 0.43% Reduce -4.5% 213,030 $3.8M
Symmetry Investments LP 0.39% Reduce -25.6% 209,578 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Add +0.5% 205,127 $3.7M
Toronto Dominion Bank 0.01% Reduce -5.3% 199,354 $3.6M
Stifel Financial Corp. 0.00% Reduce -7.7% 194,457 $3.5M
Tritonpoint Wealth, LLC 0.36% Add +10.5% 200,852 $3.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -11.1% 189,455 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +10.2% 187,869 $3.4M
Miller Howard Investments Inc. 0.11% Add +6.9% 186,703 $3.3M
Decade Renewable Partners LP 1.77% New 186,142 $3.3M
Clayton Partners LLC 2.83% Reduce -32.5% 185,574 $3.3M
Arizona State Retirement System 0.02% Add +0.1% 184,180 $3.3M
State of Michigan Retirement System 0.02% Add +0.1% 183,495 $3.3M
Bleakley Financial Group, LLC 0.10% Reduce -0.9% 183,049 $3.3M
Simplicity Wealth,LLC 0.08% New 182,823 $3.3M
PEAK6 Investments LLC 0.16% Reduce -56.5% 182,547 $3.3M
Amalgamated Bank 0.03% Add +10.3% 180,657 $3.2M
TD Asset Management Inc 0.00% Add +0.1% 178,834 $3.2M
Balyasny Asset Management L.P. 0.01% Add +1053.4% 178,702 $3.2M
American International Group, Inc. 0.01% Reduce -0.3% 178,552 $3.2M
Advisors Asset Management, Inc. 0.06% Add +5.0% 178,289 $3.2M
Viking Fund Management LLC 0.58% Add +1.7% 178,000 $3.2M
First Financial Bankshares Inc 0.07% New 177,661 $3.2M
Crestline Management, L.P. 0.30% New 175,268 $3.1M
Mutual of America Capital Management LLC 0.03% Add +2.3% 174,339 $3.1M
MetLife Investment Management, LLC 0.02% Reduce -3.2% 173,613 $3.1M
Qsemble Capital Management, LP 0.67% New 170,997 $3.1M
Comerica Bank 0.01% Reduce -16.4% 169,434 $3.0M
ProShare Advisors LLC 0.01% Add +12.4% 167,754 $3.0M
Ontario Teachers Pension Plan Board 0.03% Add +4.4% 165,568 $3.0M
Cerity Partners LLC 0.01% Add +88.2% 163,257 $2.9M
Aquatic Capital Management LLC 0.10% Add +22.3% 162,800 $2.9M
Corient Private Wealth LP 0.01% Add +33.5% 161,349 $2.9M
Twinbeech Capital LP 0.06% Reduce -70.1% 154,567 $2.8M
Shorepoint Capital Partners LLC 0.67% Add +7.8% 153,959 $2.8M
Aberdeen Group plc 0.01% Reduce -2.7% 152,049 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +4.4% 151,536 $2.7M
Highland Capital Management, LLC 0.15% Reduce -1.0% 149,999 $2.7M
Duality Advisers, LP 0.26% New 148,373 $2.7M
Retirement Systems of Alabama 0.01% Add +0.1% 147,794 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.3% 147,003 $2.6M
IFM Investors Pty Ltd 0.03% Add +0.9% 143,704 $2.6M
Clear Harbor Asset Management, LLC 0.23% Add +140.3% 143,233 $2.6M
First Trust Advisors LP 0.00% Add +218.0% 143,065 $2.6M
Texas Permanent School Fund Corp. 0.02% Add +2.6% 137,442 $2.5M
First Citizens Bank & Trust Co. 0.05% Reduce -13.2% 136,573 $2.4M
Jefferies Financial Group Inc. 0.05% Add +207.4% 135,000 $2.4M
CX Institutional 0.12% Add +3627.7% 134,680 $2.4M
IMA Advisory Services, Inc. 1.11% Add +7.5% 131,254 $2.4M
Oppenheimer & Co. Inc. 0.04% Add +7.2% 129,607 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.3% 129,347 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -11.7% 128,960 $2.3M
Federated Hermes, Inc. 0.01% Add +184.2% 127,338 $2.3M
Empowered Funds, LLC 0.04% Add +1.9% 124,745 $2.2M
FIL Ltd 0.00% Add +0.1% 120,935 $2.2M
Truist Financial Corp. 0.00% Reduce -52.3% 119,246 $2.1M
ExodusPoint Capital Management, LP 0.03% New 119,097 $2.1M
Czech National Bank 0.03% Add +0.5% 117,806 $2.1M
Utah Retirement Systems 0.02% Reduce -0.2% 115,329 $2.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +30.1% 114,808 $2.1M
Glenmede Trust Co. NA 0.01% Reduce -2.1% 114,071 $2.0M
Centiva Capital, LP 0.12% New 110,094 $2.0M
Engineers Gate Manager LP 0.05% Reduce -39.5% 109,534 $2.0M
Cresset Asset Management, LLC 0.01% Add +22.7% 106,854 $1.9M
MIdWestOne Financial Group, Inc. 0.34% Add +78.5% 106,606 $1.9M
Gsa Capital Partners LLP 0.15% Add +357.4% 106,071 $1.9M
NewEdge Advisors, LLC 0.02% Add +363.3% 116,834 $1.8M
Alaska Permanent Fund Corp 0.03% Add +357.1% 101,742 $1.8M
Tejara Capital Ltd 0.66% New 98,800 $1.8M
Rafferty Asset Management, LLC 0.01% Add +31.8% 98,505 $1.8M
Jupiter Asset Management Ltd. 0.02% New 96,999 $1.7M
State of Tennessee, Department of Treasury 0.01% Reduce -67.5% 96,215 $1.7M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -25.6% 95,986 $1.7M
CIBC Asset Management Inc 0.01% Add +3.1% 95,970 $1.7M
Creative Planning 0.00% Add +46.5% 95,132 $1.7M
DAVENPORT & Co LLC 0.01% Add +0.4% 94,894 $1.7M
AE Wealth Management LLC 0.02% Add +810.6% 94,866 $1.7M
Patrick Mauro Investment Advisor, INC. 0.95% Add +6.8% 93,529 $1.7M
Old Second National Bank of Aurora 0.43% Reduce -0.9% 93,109 $1.7M
New York Life Investment Management LLC 0.02% Reduce -3.6% 92,488 $1.7M
Axq Capital, LP 0.40% Add +543.4% 92,000 $1.6M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.2% 91,938 $1.6M
SCP Investment, LP 1.04% Add +678.0% 91,800 $1.6M
Panagora Asset Management Inc. 0.01% Reduce -2.1% 91,424 $1.6M
Nebula Research & Development LLC 0.35% Add +256.3% 91,109 $1.6M
Soviero Asset Management, LP 1.10% New 90,000 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -0.3% 89,837 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -63.3% 89,218 $1.6M
Wellington Management Group LLP 0.00% Reduce -98.9% 88,830 $1.6M
Carret Asset Management, LLC 0.19% Reduce -0.5% 88,277 $1.6M
Sage Rhino Capital LLC 0.37% Add +26.3% 87,099 $1.6M
Monarch Capital Management Inc. 0.43% Add +7.6% 84,191 $1.5M
SYSTM Wealth Solutions LLC 0.19% Reduce -3.2% 82,910 $1.5M
Aigen Investment Management, LP 0.32% New 81,581 $1.5M
AustralianSuper Pty Ltd 0.01% No change 79,983 $1.4M
Peapack Gladstone Financial Corp. 0.02% Reduce -21.5% 80,563 $1.4M
Point72 Hong Kong Ltd 0.07% New 79,830 $1.4M
Janus Henderson Group PLC 0.00% Add +0.0% 79,692 $1.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +3.0% 79,350 $1.4M
PDT Partners, LLC 0.13% New 78,600 $1.4M
XTX Topco Ltd 0.19% New 77,452 $1.4M
Walleye Capital LLC 0.02% New 77,060 $1.4M
Huber Capital Management LLC 0.31% Reduce -0.6% 76,131 $1.4M
Public Sector Pension Investment Board 0.01% Reduce -3.4% 75,967 $1.4M
Nissay Asset Management Corp. /Japan 0.01% Add +1.6% 75,962 $1.4M
Cetera Investment Advisers 0.00% Add +314.4% 75,752 $1.4M
Pathstone Holdings, LLC 0.01% Add +12.0% 74,699 $1.3M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.7% 73,435 $1.3M
Tidal Investments LLC 0.02% Add +10.0% 73,420 $1.3M
Schroder Investment Management Group 0.00% Reduce -1.0% 72,660 $1.3M
State of Alaska, Department of Revenue 0.01% Add +0.4% 72,608 $1.3M
Capital Group Investment Management Pte. LTD. 0.23% No change 70,752 $1.3M
Intech Investment Management LLC 0.02% New 70,701 $1.3M
Fifth Third Bancorp 0.00% Reduce -0.3% 70,231 $1.3M
New Century Financial Group, LLC 0.86% New 68,871 $1.2M
Benjamin F. Edwards & Company, Inc. 0.02% Add +182.3% 67,873 $1.2M
iSAM Funds (UK) Ltd 0.70% Add +414.1% 67,745 $1.2M
Cibc World Markets Corp. 0.01% Reduce -22.5% 67,114 $1.2M
Duff & Phelps Investment Management Co. 0.01% Add +9.3% 66,654 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -51.2% 66,495 $1.2M
Mariner, LLC 0.00% Reduce -8.2% 66,335 $1.2M
Bokf, NA 0.02% Add +15.0% 65,526 $1.2M
Hoylecohen, LLC 0.09% Reduce -2.3% 65,647 $1.2M
Daiwa Securities Group Inc. 0.01% Add +7.7% 65,459 $1.2M
Sciencast Management LP 0.71% New 65,255 $1.2M
Premier Fund Managers Ltd 0.05% Add +8.3% 65,000 $1.2M
US Bancorp \de 0.00% Add +99.7% 64,645 $1.2M
Northwest & Ethical Investments L.P. 0.03% Add +16.6% 64,639 $1.2M
Douglass Winthrop Advisors, LLC 0.02% No change 64,575 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.5% 64,437 $1.2M
UniSuper Management Pty Ltd 0.01% Add +672.0% 63,662 $1.1M
BTG Pactual Global Asset Management Ltd 0.36% New 63,440 $1.1M
Boothbay Fund Management, LLC 0.04% Reduce -21.5% 63,199 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +36.3% 63,183 $1.1M
Weaver C. Barksdale & Associates, Inc. 1.03% Reduce -0.8% 62,567 $1.1M
MML Investors Services, LLC 0.00% Reduce -23.8% 62,372 $1.1M
Sei Investments Co. 0.00% Add +25.1% 62,296 $1.1M
Eisler Capital (UK) Ltd. 0.14% New 61,495 $1.1M
Group One Trading LLC 0.04% Add +326.4% 61,323 $1.1M
IMC-Chicago, LLC 0.04% New 61,011 $1.1M
Quarry LP 0.46% Add +296.5% 60,754 $1.1M
Brevan Howard Capital Management LP 0.10% New 60,356 $1.1M
Assetmark, Inc. 0.00% Add +14.5% 59,062 $1.1M
Corrado Advisors, LLC 0.69% New 58,569 $1.1M
Captrust Financial Advisors 0.00% Add +18.7% 57,297 $1.0M
Teza Capital Management LLC 0.14% Add +61.1% 57,291 $1.0M
Oregon Public Employees Retirement Fund 0.02% Add +9.6% 57,222 $1.0M
Mutual Advisors, LLC 0.03% Add +17.3% 56,750 $1.0M
Graham Capital Management, L.P. 0.05% New 56,119 $1.0M
Portside Wealth Group, LLC 0.19% Add +5.9% 55,830 $1.0M
Gulf International Bank (UK) Ltd 0.03% No change 55,329 $992K
Simplex Trading, LLC 0.03% New 55,291 $991K
Natixis Advisors, LLC 0.00% Reduce -62.5% 54,914 $985K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.0% 54,705 $981K
Commonwealth Equity Services, LLC 0.00% Reduce -3.1% 53,977 $968K
Bayesian Capital Management, LP 0.09% Add +255.0% 53,600 $961K
Ieq Capital, LLC 0.01% Add +51.3% 51,508 $924K
M&T Bank Corp 0.00% Reduce -3.2% 51,465 $923K
Quantinno Capital Management LP 0.02% Add +15.3% 51,177 $918K
Kentucky Retirement Systems 0.03% Reduce -5.1% 50,854 $912K
Stephens Inc. 0.01% Add +134.9% 50,497 $905K
Osaic Holdings, Inc. 0.00% Reduce -58.0% 50,451 $905K
Readystate Asset Management LP 0.05% Reduce -1.6% 49,901 $895K
Alpine Woods Capital Investors, LLC 0.18% Reduce -63.3% 49,529 $887K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.8% 48,996 $878K
Northwestern Mutual Wealth Management Co. 0.00% Add +80.4% 47,341 $849K
Wexford Capital LP 0.17% New 46,490 $834K
Maryland State Retirement & Pension System 0.02% No change 52,455 $834K
Pacer Advisors, Inc. 0.00% Reduce -14.3% 45,385 $814K
Baker Tilly Wealth Management, LLC 0.15% Reduce -1.6% 44,958 $806K
Quantitative Investment Management, LLC 0.05% New 44,840 $803K
Raymond James Trust N.A. 0.02% Add +5.6% 43,722 $784K
Hartford Investment Management Co. 0.03% Reduce -4.2% 43,129 $773K
United Capital Financial Advisors, LLC 0.01% Reduce -30.9% 42,651 $765K
Meiji Yasuda Life Insurance Co 0.02% Add +5.0% 42,200 $757K
AdvisorNet Financial, Inc 0.07% Add +7.2% 42,036 $754K
Capstone Investment Advisors, LLC 0.03% New 41,784 $749K
Wellington Shields & Co., LLC 0.25% New 41,586 $746K
Diversify Advisory Services, LLC 0.04% — 40,660 $735K
Voloridge Investment Management, LLC 0.00% New 40,306 $723K
Canal Insurance CO 0.18% No change 40,000 $717K
Securian Asset Management, Inc. 0.02% Reduce -6.8% 39,440 $707K
Moors & Cabot, Inc. 0.04% Add +26.2% 39,432 $707K
Corton Capital Inc. 0.26% Add +0.6% 39,176 $702K
Louisiana State Employees Retirement System 0.01% Reduce -3.7% 39,000 $699K
DekaBank Deutsche Girozentrale 0.00% Add +6.0% 40,871 $699K
Ibex Wealth Advisors 0.19% — 24,184 $696K
South Dakota Investment Council 0.01% No change 37,969 $681K
Flputnam Investment Management Co. 0.01% Reduce -6.5% 37,965 $681K
Sherbrooke Park Advisers LLC 0.13% New 37,419 $671K
Credit Agricole S A 0.01% Add +114.7% 40,679 $662K
Perigon Wealth Management, LLC 0.02% Add +30.0% 36,538 $655K
Man Group plc 0.00% Reduce -8.9% 35,090 $629K
Schonfeld Strategic Advisors LLC 0.00% Reduce -97.1% 34,938 $626K
Qube Research & Technologies Ltd 0.00% Reduce -15.1% 34,593 $620K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.4% 34,607 $620K
AXA S.A. 0.00% Add +52.1% 34,004 $610K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +38.9% 33,852 $607K
New Mexico Educational Retirement Board 0.02% Reduce -3.2% 33,722 $605K
Allspring Global Investments Holdings, LLC 0.00% Add +0.5% 33,456 $600K
Alberta Investment Management Corp 0.01% No change 31,800 $570K
Nordea Investment Management AB 0.00% No change 32,003 $565K
Commerce Bank 0.00% Reduce -3.9% 31,114 $558K
Cloverfields Capital Group, LP 0.19% Add +62.0% 30,939 $555K
KBC Group NV 0.00% No change 30,874 $554K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 30,556 $548K
Orion Porfolio Solutions, LLC 0.01% Add +0.9% 30,413 $545K
Orion Portfolio Solutions, LLC 0.01% Add +0.9% 30,413 $545K
Clearstead Trust, LLC 0.14% Reduce -8.3% 30,019 $538K
Fulcrum Capital LLC 0.13% Add +7.9% 29,405 $527K
Kestra Private Wealth Services, LLC 0.01% New 29,187 $523K
Focus Partners Wealth 0.00% Add +2.4% 29,180 $523K
Inspire Advisors, LLC 0.07% Add +6.1% 28,250 $507K
Norden Group LLC 0.10% Add +80.3% 27,902 $500K
GYL Financial Synergies, LLC 0.04% Add +4.6% 27,767 $498K
Meeder Asset Management Inc. 0.03% New 27,350 $490K
Freedom Investment Management, Inc. 0.04% Reduce -6.0% 27,339 $490K
Thrivent Financial for Lutherans 0.00% Reduce -82.7% 27,305 $490K
Metropolitan Life Insurance Co 0.02% Reduce -0.9% 27,007 $484K
Spirit of America Management Corp. 0.10% Add +1.9% 27,000 $484K
Balentine LLC 0.01% Add +5.1% 26,880 $482K
Wellington Shields Capital Management, LLC 0.09% New 26,875 $482K
Kendall Capital Management 0.16% Reduce -6.1% 26,522 $476K
Cwm, LLC 0.00% Add +11.5% 26,494 $475K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +10.2% 26,033 $467K
BCM Advisors, LLC 0.12% No change 26,600 $462K
First Hawaiian Bank 0.01% Reduce -48.0% 25,722 $461K
Wealthfront Advisers LLC 0.00% Reduce -4.7% 25,684 $461K
Campbell & CO Investment Adviser LLC 0.04% New 25,441 $456K
Emerald Advisers, LLC 0.02% Add +69.8% 25,426 $456K
Ardsley Advisory Partners LP 0.06% New 25,000 $448K
Profund Advisors LLC 0.02% Reduce -7.7% 24,993 $448K
SeaCrest Wealth Management, LLC 0.05% Add +12.5% 24,927 $447K
D.A. Davidson & Co. 0.00% New 24,064 $431K
Fairfield, Bush & Co. 0.24% Reduce -5.7% 23,054 $413K
Rothschild Investment LLC 0.03% Reduce -1.6% 22,875 $410K
Kestra Advisory Services, LLC 0.00% Reduce -5.4% 22,663 $406K
Greenland Capital Management LP 0.07% Reduce -67.8% 22,550 $404K
AlphaQuest LLC 0.07% New 22,500 $403K
Phillips Wealth Planners LLC 0.46% Add +2.0% 25,282 $402K
Norinchukin Bank, The 0.01% Reduce -1.3% 22,319 $400K
Praxis Investment Management Inc. 0.03% No change 22,334 $400K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -7.4% 22,098 $396K
Vantage Consulting Group Inc 0.25% Add +13.8% 21,936 $393K
Paragon Private Wealth Management, LLC 0.23% No change 21,813 $391K
Guardian Capital Advisors LP 0.04% New 24,200 $391K
Wallace Advisory Group, LLC 0.29% Add +17.0% 20,097 $387K
Evercore Wealth Management, LLC 0.01% Add +5.7% 21,571 $387K
Metis Global Partners, LLC 0.01% Reduce -0.6% 21,547 $386K
Algert Global LLC 0.01% Reduce -34.7% 21,311 $382K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 21,249 $381K
Coldstream Capital Management Inc. 0.01% Reduce -3.5% 21,247 $381K
MassMutual Private Wealth & Trust, FSB 0.01% Add +1.5% 20,997 $376K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -9.7% 20,497 $368K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +34.6% 20,005 $359K
Tower Research Capital LLC (TRC) 0.01% Reduce -75.0% 19,978 $358K
Degroof Petercam Asset Management 0.00% No change 19,500 $350K
Hancock Whitney Corp. 0.01% Reduce -8.1% 19,348 $347K
Gibbs Wealth Management 0.19% — 18,506 $332K
United Services Automobile Association 0.01% No change 18,407 $330K
Bridgefront Capital, LLC 0.25% Reduce -41.6% 18,302 $328K
Caitlin John, LLC 0.25% Add +4.6% 18,273 $328K
HB Wealth Management, LLC 0.00% Add +17.7% 18,253 $327K
Empirical Finance, LLC 0.02% Add +4.7% 18,185 $326K
Ironwood Investment Management LLC 0.16% Reduce -7.7% 18,072 $324K
Versor Investments LP 0.07% New 18,033 $323K
Rakuten Investment Management, Inc. 0.00% Add +987.4% 18,007 $323K
Great Lakes Advisors, LLC 0.00% Reduce -11.9% 17,822 $320K
Nicolet Bankshares Inc. 0.07% Reduce -1.7% 17,509 $314K
Compound Planning, Inc. 0.03% New 17,509 $314K
Augustine Asset Management Inc. 0.13% Add +3.5% 17,468 $313K
Sowell Financial Services LLC 0.01% Add +5.5% 17,250 $309K
MCF Advisors LLC 0.02% Add +0.2% 17,076 $306K
Teacher Retirement System of Texas 0.00% Reduce -44.7% 17,024 $305K
NEOS Investment Management LLC 0.02% New 16,859 $302K
GAMMA Investing LLC 0.06% Add +62.1% 16,684 $299K
Foster & Motley Inc. 0.02% Reduce -56.5% 16,625 $298K
Oracle Alpha Inc. 0.53% Reduce -3.0% 16,513 $296K
CIBC Private Wealth Group LLC 0.00% Add +22.7% 16,170 $292K
Argent Trust Co 0.01% Reduce -49.0% 16,165 $290K
Mercer Global Advisors Inc. 0.00% Reduce -59.6% 16,071 $288K
Leonteq Securities AG 0.04% Add +109.7% 16,003 $287K
River Street Advisors LLC 0.19% Add +7.8% 16,002 $287K
Private Advisor Group, LLC 0.00% Reduce -23.2% 15,658 $281K
Signaturefd, LLC 0.01% Reduce -6.3% 15,656 $281K
Dark Forest Capital Management LP 0.05% New 15,428 $277K
Greenleaf Trust 0.00% Reduce -9.7% 15,383 $276K
Zions Bancorporation, N.A. 0.02% Add +4.4% 15,144 $272K
FirstPurpose Wealth LLC 0.10% Add +3.6% 14,840 $262K
Elevation Point Wealth Partners, LLC 0.02% No change 14,556 $261K
Cibc World Market Inc. 0.00% Reduce -7.2% 14,527 $260K
Aristeia Capital, L.L.C. 0.02% New 14,418 $259K
Atria Wealth Solutions, Inc. 0.00% New 14,084 $253K
SVB Wealth LLC 0.01% Reduce -5.3% 13,753 $247K
QRG Capital Management, Inc. 0.00% Reduce -91.5% 13,666 $245K
Evanson Asset Management, LLC 0.02% No change 13,500 $242K
Quadrant Capital Group LLC 0.02% Reduce -5.9% 13,466 $241K
Lindbrook Capital, LLC 0.02% Add +2.2% 13,400 $240K
B. Metzler seel. Sohn & Co. AG 0.00% No change 13,398 $240K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.2% 13,220 $237K
HighPoint Advisor Group LLC 0.02% Add +6.2% 11,869 $237K
Axxcess Wealth Management, LLC 0.01% New 13,000 $233K
Crescent Grove Advisors, LLC 0.02% New 12,725 $228K
Olympiad Research LP 0.15% New 12,517 $224K
Alpha Family Trust 0.13% No change 12,250 $220K
Prelude Capital Management, LLC 0.01% New 12,228 $219K
Heartland Bank & Trust Co 0.12% New 11,831 $212K
Ballentine Partners, LLC 0.00% New 11,769 $211K
Clarius Group, LLC 0.01% Add +0.5% 11,763 $211K
Vident Advisory, LLC 0.00% New 11,606 $208K
First Trust Direct Indexing L.P. 0.02% Reduce -7.2% 11,582 $208K
Sequoia Financial Advisors, LLC 0.00% Reduce -30.8% 11,570 $207K
Howland Capital Management LLC 0.01% New 11,400 $204K
Marcum Wealth, LLC 0.02% New 11,383 $204K
V-Square Quantitative Management LLC 0.03% No change 11,352 $204K
InTrack Investment Management Inc 0.15% New 10,987 $197K
Edmp, Inc. 0.16% No change 10,858 $195K
Investment Management Corp of Ontario 0.01% Reduce -30.7% 10,847 $194K
Snowden Capital Advisors LLC 0.01% Add +1.8% 10,783 $193K
Horizon Investments, LLC 0.01% Add +3.2% 10,853 $193K
Rockland Trust Co. 0.01% No change 10,695 $192K
Fortitude Advisory Group L.L.C. 0.11% Reduce -32.4% 10,662 $191K
O'shaughnessy Asset Management, LLC 0.00% New 10,562 $189K
Bessemer Group Inc. 0.00% Add +28.1% 10,452 $188K
MBB Public Markets I LLC 0.01% New 10,462 $188K
Seneca Financial Advisors LLC 0.10% No change 10,400 $186K
NorthRock Partners, LLC 0.01% Reduce -27.9% 10,155 $182K
Aviva PLC 0.00% No change 10,155 $182K
Breakwater Capital Group 0.05% New 10,147 $182K
ELCO Management Co., LLC 0.11% New 10,000 $179K
Avalon Trust Co 0.01% No change 10,000 $179K
Parallel Advisors, LLC 0.00% Reduce -83.1% 9,909 $178K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -63.0% 9,884 $177K
Vestcor Inc 0.01% Reduce -40.2% 9,289 $167K
Walleye Trading LLC 0.00% Reduce -76.6% 9,227 $165K
Harvest Fund Management Co., Ltd 0.01% Add +12.6% 9,192 $165K
Icon Wealth Advisors, LLC 0.02% New 9,085 $163K
Gen-Wealth Partners Inc 0.07% — 8,193 $147K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -0.1% 7,992 $143K
Ameritas Investment Partners, Inc. 0.00% No change 7,441 $133K
Lanark Financial, Inc. 0.01% Add +690.9% 7,118 $127K
Carmichael Hill & Associates, Inc. 0.05% No change 7,056 $127K
Sit Investment Associates Inc. 0.00% No change 7,025 $126K
Concourse Financial Group Securities, Inc. 0.01% Reduce -2.0% 6,864 $123K
Pathway Financial Advisers, LLC 0.04% Reduce -37.2% 6,579 $118K
State of Wyoming 0.02% New 6,429 $115K
Danske Bank A/S 0.00% — 5,500 $99K
Evermay Wealth Management LLC 0.01% No change 5,300 $95K
Islay Capital Management, LLC 0.07% No change 5,188 $93K
Cape Investment Advisory, Inc. 0.04% New 5,100 $91K
Global Retirement Partners, LLC 0.00% Add +10.2% 4,826 $87K
Mather Group, Llc. 0.00% New 4,137 $80K
Cutler Group LLC / CA 0.04% New 4,446 $79K
TD Private Client Wealth LLC 0.00% Reduce -40.1% 4,344 $78K
CVA Family Office, LLC 0.01% Add +12.6% 4,260 $76K
Covestor Ltd 0.05% Reduce -43.0% 4,236 $76K
Colonial Trust Co / SC 0.01% No change 4,022 $72K
Headlands Technologies LLC 0.02% New 4,000 $72K
Farther Finance Advisors, LLC 0.00% Add +3.9% 3,885 $70K
Ostrum Asset Management 0.01% No change 3,760 $67K
Parkside Financial Bank & Trust 0.01% Add +2.6% 3,680 $66K
Huntington National Bank 0.00% Add +37.5% 3,664 $66K
Harbor Investment Advisory, LLC 0.01% No change 3,659 $66K
Deseret Mutual Benefit Administrators 0.03% Add +9.6% 3,628 $65K
EntryPoint Capital, LLC 0.06% Add +146.3% 3,468 $62K
Palisade Asset Management, LLC 0.01% New 3,400 $61K
EverSource Wealth Advisors, LLC 0.00% Reduce -39.2% 3,033 $54K
Harbour Investments, Inc. 0.00% Reduce -13.9% 2,992 $54K
Federation des caisses Desjardins du Quebec 0.00% Add +3.7% 2,339 $44K
Private Trust Co. NA 0.00% Reduce -9.0% 2,429 $44K
CoreCap Advisors, LLC 0.00% New 2,200 $39K
Quent Capital, LLC 0.00% Reduce -3.9% 2,155 $39K
Allworth Financial LP 0.00% Reduce -33.1% 2,080 $37K
Blue Trust, Inc. 0.00% Add +57.6% 2,077 $37K
Principal Securities, Inc. 0.00% Reduce -31.3% 2,053 $37K
Sandy Spring Bank 0.00% Add +874.0% 1,948 $35K
Heritage Wealth Advisors 0.00% No change 1,875 $34K
Exchange Traded Concepts, LLC 0.00% New 1,864 $33K
Riverview Trust Co 0.03% New 1,851 $33K
Avior Wealth Management, LLC 0.00% Add +8040.9% 1,791 $32K
IFP Advisors, Inc 0.00% Add +3.3% 1,282 $23K
Peregrine Capital Management LLC 0.00% Add +24.3% 1,280 $23K
Crewe Advisors LLC 0.00% New 1,065 $19K
Institutional & Family Asset Management, LLC 0.00% Add +35.1% 1,013 $18K
Monetary Management Group Inc. 0.01% No change 1,000 $18K
Hussman Strategic Advisors, Inc. 0.00% No change 1,000 $18K
Concord Wealth Partners 0.00% No change 1,000 $18K
North Star Investment Management Corp. 0.00% Add +1.0% 975 $17K
MV Capital Management, Inc. 0.00% Reduce -6.4% 957 $17K
Omega Advisors (Leon Cooperman) 0.00% No change 900 $16K
UMB Bank, n.a. 0.00% No change 878 $16K
Cambridge Trust Co. 0.00% No change 850 $15K
Montag A & Associates Inc. 0.00% No change 840 $15K
Aspect Partners, LLC 0.01% No change 820 $15K
Smartleaf Asset Management LLC 0.00% Add +715.4% 848 $15K
Jones Financial Companies LLLP 0.00% New 810 $15K
Sachetta, LLC 0.01% No change 751 $14K
Independence Bank of Kentucky 0.00% New 800 $14K
Bell Investment Advisors, Inc 0.00% Reduce -3.5% 792 $14K
Rise Advisors, LLC 0.01% New 779 $14K
Capital Advisors, Ltd. LLC 0.00% Add +12.3% 750 $13K
Raleigh Capital Management Inc. 0.01% Add +120.1% 700 $13K
FinTrust Capital Advisors, LLC 0.00% No change 700 $13K
Washington Trust Advisors, Inc. 0.00% Add +47.8% 690 $12K
Front Row Advisors LLC 0.00% No change 600 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% — 598 $11K
FSA Wealth Management LLC 0.00% No change 592 $11K
Fernwood Investment Management, LLC 0.00% New 582 $10K
Versant Capital Management, Inc 0.00% Add +714.1% 578 $10K
First Horizon Advisors, Inc. 0.00% Reduce -31.0% 565 $10K
Rakuten Securities, Inc. 0.00% Add +409.1% 560 $10K
Private Ocean, LLC 0.00% No change 546 $10K
Spire Wealth Management 0.00% Add +25.2% 542 $10K
WR Wealth Planners, LLC 0.00% New 525 $9K
Westside Investment Management, Inc. 0.00% No change 511 $9K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 500 $9K
Farmers & Merchants Investments Inc. 0.00% No change 488 $9K
Prestige Wealth Management Group LLC 0.00% No change 487 $9K
Sittner & Nelson, LLC 0.00% No change 484 $9K
Manchester Capital Management LLC 0.00% No change 467 $8K
Highline Wealth Partners LLC 0.00% No change 464 $8K
First Financial Corp. 0.00% Reduce -4.8% 439 $8K
Bruce G. Allen Investments, LLC 0.01% Reduce -37.6% 419 $8K
GW&K Investment Management, LLC 0.00% No change 402 $7K
Wetzel Investment Advisors, Inc. 0.00% No change 340 $6K
CENTRAL TRUST Co 0.00% Add +12.9% 307 $6K
Hilltop National Bank 0.00% — 300 $5K
Castleview Partners, LLC 0.00% No change 294 $5K
Blume Capital Management, Inc. 0.00% No change 283 $5K
Coston, McIsaac & Partners 0.00% No change 283 $5K
WealthCollab, LLC 0.00% New 278 $5K
Arax Advisory Partners 0.00% Add +29.8% 266 $5K
Laffer Tengler Investments, Inc. 0.00% New 250 $4K
Trust Co. of Vermont 0.00% New 250 $4K
Thompson Investment Management, Inc. 0.00% No change 250 $4K
TCTC Holdings, LLC 0.00% No change 238 $4K
Global Wealth Strategies & Associates 0.00% New 225 $4K
Valley National Advisers Inc. 0.00% Add +25.5% 246 $4K
Smithfield Trust Co 0.00% Reduce -46.0% 223 $4K
Geneos Wealth Management Inc. 0.00% No change 221 $4K
Pacifica Partners Inc. 0.00% No change 235 $4K
Semmax Financial Advisors Inc. 0.00% No change 186 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +41.7% 204 $4K
Glen Eagle Advisors, LLC 0.00% Add +1.1% 192 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -36.2% 183 $3K
Impact Partnership Wealth, LLC 0.00% No change 176 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +42.6% 174 $3K
Tucker Asset Management LLC 0.00% No change 171 $3K
Red Tortoise LLC 0.00% No change 147 $3K
Venturi Wealth Management, LLC 0.00% Add +95.8% 139 $2K
DT Investment Partners, LLC 0.00% No change 125 $2K
Avion Wealth 0.00% Reduce -27.0% 100 $2K
Financial Management Professionals, Inc. 0.00% Reduce -36.4% 124 $2K
SouthState Bank Corp 0.00% New 105 $2K
Main Street Group, LTD 0.00% Add +2.0% 104 $2K
Cornerstone Planning Group LLC 0.00% Add +1137.5% 99 $2K
Hexagon Capital Partners LLC 0.00% Reduce -48.1% 95 $2K
Continuum Advisory, LLC 0.00% New 81 $2K
Delos Wealth Advisors, LLC 0.00% New 90 $2K
Anchor Investment Management, LLC 0.00% No change 90 $2K
Colonial Trust Advisors 0.00% Add +58.5% 84 $2K
Carolinas Wealth Consulting LLC 0.00% Reduce -35.8% 79 $1K
LRI Investments, LLC 0.00% — 78 $1K
McIlrath & Eck, LLC 0.00% No change 76 $1K
Johnson Financial Group, Inc. 0.00% No change 73 $1K
New Covenant Trust Company, N.A. 0.00% — 70 $1K
Trifecta Capital Advisors, LLC 0.00% No change 65 $1K
TD Capital Management LLC 0.00% Add +1.6% 64 $1K
Eagle Bay Advisors LLC 0.00% No change 61 $1K
Sugarloaf Wealth Management, LLC 0.00% No change 57 $1K
Dunhill Financial, LLC 0.00% Add +19.1% 56 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +2.0% 51 $915
SJS Investment Consulting Inc. 0.00% Reduce -9.8% 37 $664
Addison Advisors LLC 0.00% Reduce -73.3% 36 $646
Orion Capital Management LLC 0.00% No change 34 $610
Wolff Wiese Magana LLC 0.00% Reduce -33.3% 30 $538
DiNuzzo Private Wealth, Inc. 0.00% Reduce -54.5% 30 $538
Raffa Wealth Management, LLC 0.00% No change 26 $466
Valued Wealth Advisors LLC 0.00% Reduce -85.1% 18 $325
Atlas Capital Advisors Inc. 0.00% No change 18 $322
Horizon Financial Services, LLC 0.00% New 17 $305
True Wealth Design, LLC 0.00% Add +21.4% 17 $305
Financial Gravity Asset Management, Inc. 0.00% Reduce -50.0% 17 $296
Larson Financial Group LLC 0.00% No change 11 $197
WestEnd Advisors, LLC 0.00% Reduce -9.1% 10 $179
TFO Wealth Partners, LLC 0.00% No change 8 $143
Bartlett & Co. Wealth Management LLC 0.00% New 3 $54
Penserra Capital Management LLC 0.00% Reduce -98.7% 39 $0

"% of holder's portfolio" is AES's weight in each manager's 13F, not the share of AES Corp. the manager owns.