AESAES

13F holders, Q1 2025 (March 31)
698holders −15
104new positions
115sold out
8famous investors
$12.41avg. 13F price*

At the end of Q1 2025, 698 institutions reported holding AES Corp. (AES) in their 13F filings, down 15 from Q4 2024. 104 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($571.8M) and State Street Corp. ($520.3M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Griffin (0.1% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions104$96.5M
Exits115$287.2M

All 13F filers, Q4 2024 → Q1 2025: 79,605,738 shares bought and 105,843,298 shares sold, net −26,237,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 698 holders

Vanguard Group Inc. 0.02% Reduce -7.2% 88,125,918 $1.1B
BlackRock, Inc. 0.01% Reduce -8.8% 46,037,770 $571.8M
State Street Corp. 0.02% Add +8.6% 41,888,535 $520.3M
FMR LLC 0.03% Reduce -17.2% 40,715,773 $505.7M
Orbis Allan Gray Ltd 1.95% Add +21.8% 27,518,952 $341.8M
Morgan Stanley 0.02% Add +11.6% 25,185,957 $312.8M
Ameriprise Financial Inc. 0.08% Reduce -13.7% 24,658,308 $306.2M
Geode Capital Management, LLC 0.02% Add +37.3% 23,197,514 $287.8M
Capital International Investors 0.05% Reduce -19.1% 21,822,226 $271.0M
Invesco Ltd. 0.05% Add +30.4% 20,790,956 $258.2M
Capital World Investors 0.03% Reduce -31.4% 15,601,367 $193.8M
Bank of America Corp. 0.01% Add +110.7% 8,821,294 $109.6M
Marshall Wace, LLP 0.14% Add +2173.3% 8,494,219 $105.5M
M&G PLC 0.63% Reduce -7.8% 8,070,372 $96.8M
Massachusetts Financial Services Co. 0.03% Reduce -0.2% 7,377,848 $91.6M
Charles Schwab Investment Management Inc. 0.02% Add +3.7% 7,134,771 $88.6M
Goldman Sachs Group Inc. 0.02% Add +30.9% 7,115,438 $88.4M
CBRE Investment Management Listed Real Assets LLC 1.35% Add +6.7% 7,043,461 $87.5M
Northern Trust Corp. 0.01% Reduce -2.1% 6,419,465 $79.7M
Sound Shore Management Inc 2.65% Add +13.6% 6,097,946 $75.7M
UBS Group AG 0.02% Add +8.2% 5,983,368 $74.3M
Dimensional Fund Advisors LP 0.02% Add +37.3% 5,907,264 $73.4M
Citadel Advisors 0.06% Add +54.6% 5,162,254 $64.1M
Two Sigma Investments, LP 0.14% Add +140.3% 4,832,781 $60.0M
Empower Advisory Group, LLC 0.18% Add +14.5% 4,537,095 $56.4M
Bank of New York Mellon Corp 0.01% Reduce -13.3% 4,126,604 $51.3M
Douglas Lane & Associates, LLC 0.68% Add +5.3% 3,730,706 $46.3M
Gabelli Funds LLC 0.35% Reduce -0.1% 3,675,600 $45.7M
JPMorgan Chase & Co. 0.00% Add +70.4% 3,558,605 $44.2M
D. E. Shaw & Co. 0.05% Reduce -35.4% 3,251,784 $40.4M
Raymond James Financial Inc. 0.01% Add +20.8% 3,187,171 $39.6M
Citigroup Inc. 0.03% Reduce -19.5% 2,921,675 $36.3M
Jane Street Group, LLC 0.06% Add +96.2% 2,805,940 $34.8M
Two Sigma Advisers, LP 0.07% Add +59.7% 2,620,600 $32.5M
Franklin Resources Inc. 0.01% Reduce -11.8% 2,484,186 $30.9M
Manufacturers Life Insurance Company, The 0.03% Add +0.9% 2,451,243 $30.4M
Prudential Financial Inc. 0.04% Reduce -9.4% 2,352,072 $29.2M
Jump Financial, LLC 0.44% Add +244.6% 2,312,323 $28.7M
BNP Paribas Financial Markets 0.02% Add +164.4% 2,274,465 $28.2M
Deutsche Bank AG 0.01% Reduce -42.6% 2,266,613 $28.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -27.0% 2,255,553 $28.0M
American Century Companies Inc. 0.02% Add +14.0% 2,034,160 $25.3M
Bruni J V & Co. 2.91% Add +20.6% 2,014,555 $25.0M
Wells Fargo & Company 0.01% Reduce -28.3% 1,948,356 $24.2M
Legal & General Group Plc 0.01% Reduce -36.5% 1,946,991 $24.2M
Millennium Management 0.02% Reduce -70.9% 1,927,167 $23.9M
First Trust Advisors LP 0.02% Add +296.4% 1,867,312 $23.2M
Royal Bank of Canada 0.01% Add +27.2% 1,790,540 $22.2M
Ensign Peak Advisors, Inc 0.04% Reduce -4.4% 1,662,409 $20.6M
North Star Asset Management Inc. 0.91% Add +5.8% 1,602,816 $19.9M
Barclays PLC 0.01% Add +5.4% 1,592,071 $19.8M
NFJ Investment Group, LLC 0.66% Add +192.2% 1,577,652 $19.6M
AQR Capital Management 0.02% Add +531.7% 1,581,448 $19.2M
Nuveen, LLC 0.01% — 1,478,016 $18.4M
Susquehanna International Group, LLP 0.03% Add +20.7% 1,476,497 $18.3M
HighTower Advisors, LLC 0.02% Add +22.3% 1,453,840 $18.1M
Evergreen Capital Management LLC 0.59% Add +11.3% 1,415,300 $17.6M
Swiss National Bank 0.01% Reduce -31.4% 1,378,000 $17.1M
Foundry Partners, LLC 0.89% Add +39.6% 1,349,118 $16.8M
Energy Income Partners, LLC 0.31% Add +1.1% 1,285,674 $16.0M
Rhumbline Advisers 0.01% Add +10.2% 1,280,330 $15.9M
Envestnet Asset Management Inc. 0.01% Add +13.3% 1,270,543 $15.8M
Point72 Asset Management 0.04% Reduce -87.3% 1,202,268 $14.9M
Algert Global LLC 0.36% Add +24.5% 1,183,664 $14.7M
Balyasny Asset Management L.P. 0.03% Add +132.7% 1,099,880 $13.7M
Madison Asset Management, LLC 0.15% Add +37.8% 1,093,000 $13.6M
Russell Investments Group, Ltd. 0.02% Add +10.4% 1,069,155 $13.3M
Thrivent Financial for Lutherans 0.03% Add +44.3% 1,067,469 $13.3M
Alliancebernstein L.P. 0.00% Reduce -26.7% 1,055,405 $13.1M
Tudor Investment Corporation 0.12% Add +161.5% 1,053,284 $13.1M
T. Rowe Price Associates Inc. 0.00% Add +3.8% 1,045,566 $13.0M
Capital Group Private Client Services, Inc. 0.13% Add +5.4% 1,033,592 $12.8M
ArrowMark Colorado Holdings LLC 0.20% No change 1,010,800 $12.6M
Squarepoint Ops LLC 0.03% Reduce -38.8% 991,445 $12.3M
Swiss Life Asset Management Ltd 0.09% Reduce -1.7% 967,046 $12.0M
Cerity Partners LLC 0.02% Add +449.8% 944,251 $11.7M
Rock Point Advisors, LLC 3.54% Add +10.2% 924,172 $11.5M
Twin Tree Management, LP 0.25% Add +57.8% 917,997 $11.4M
Trexquant Investment LP 0.13% Reduce -35.6% 912,964 $11.3M
Principal Financial Group Inc. 0.01% Add +2.5% 824,080 $10.2M
California Public Employees Retirement System 0.01% Reduce -27.2% 819,332 $10.2M
State of Wisconsin Investment Board 0.03% Add +51.7% 799,875 $9.9M
HSBC Holdings PLC 0.01% Reduce -75.4% 797,943 $9.9M
River Road Asset Management, LLC 0.13% Reduce -6.2% 793,314 $9.9M
CHURCHILL MANAGEMENT Corp 0.12% New 752,397 $9.3M
CastleKnight Management LP 1.03% Add +75.6% 746,300 $9.3M
Bank of Montreal 0.01% Reduce -20.7% 745,580 $9.3M
Avenir Corp. 0.96% Reduce -5.1% 734,495 $9.1M
Stephens Inc. 0.13% Add +114.1% 710,831 $8.8M
Tortoise Capital Advisors, L.L.C. 0.11% No change 708,155 $8.8M
Rockefeller Capital Management L.P. 0.02% Add +43.6% 707,285 $8.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -33.8% 694,134 $8.6M
Oppenheimer Asset Management Inc. 0.11% Add +23.2% 689,534 $8.6M
National Bank of Canada 0.01% Add +48.4% 681,962 $8.5M
California State Teachers Retirement System 0.01% Reduce -20.0% 676,838 $8.4M
New York State Teachers Retirement System 0.02% Reduce -9.8% 658,473 $8.2M
State Board of Administration of Florida Retirement System 0.02% Reduce -4.8% 652,894 $8.1M
Susquehanna Fundamental Investments, LLC 0.13% New 638,261 $7.9M
LPL Financial LLC 0.00% Add +22.1% 634,974 $7.9M
Viking Fund Management LLC 1.13% Add +186.4% 630,000 $7.8M
First Financial Bankshares Inc 0.17% Add +301.4% 616,965 $7.7M
First Citizens Bank & Trust Co. 0.19% New 600,545 $7.5M
GAMCO Investors 0.08% Add +3.8% 592,200 $7.4M
Quinn Opportunity Partners LLC 0.50% Add +36.6% 572,435 $7.1M
SIR Capital Management, L.P. 0.61% Reduce -73.5% 555,986 $6.9M
Townsquare Capital LLC 0.07% Add +5.4% 547,815 $6.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +2502.8% 543,580 $6.8M
Patrick Mauro Investment Advisor, INC. 3.59% Add +516.5% 528,745 $6.6M
LMCG Investments, LLC 0.41% Reduce -3.9% 498,807 $6.2M
Intact Investment Management Inc. 0.21% Add +19.4% 496,200 $6.2M
Edgestream Partners, L.P. 0.21% New 495,995 $6.2M
Providence Capital Advisors, LLC 1.26% Add +2.8% 486,745 $6.0M
Stifel Financial Corp. 0.01% Add +7.3% 485,233 $6.0M
Parallax Volatility Advisers, L.P. 0.22% Reduce -46.4% 455,972 $5.7M
Shellback Capital, LP 0.54% Reduce -25.0% 450,000 $5.6M
Victory Capital Management Inc. 0.01% Reduce -66.5% 441,113 $5.5M
Advisors Asset Management, Inc. 0.10% Add +91.4% 424,726 $5.3M
Jain Global LLC 0.11% New 410,532 $5.1M
Korea Investment CORP 0.01% Reduce -42.9% 409,342 $5.1M
Walleye Capital LLC 0.06% Add +129.6% 390,461 $4.8M
Vontobel Holding Ltd. 0.02% Add +45.6% 389,842 $4.8M
Aventail Capital Group, LP 0.23% Add +10.2% 374,254 $4.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.1% 373,516 $4.6M
RWC Asset Management LLP 0.29% Reduce -0.1% 369,771 $4.6M
Tritonpoint Wealth, LLC 0.43% Add +19.5% 366,683 $4.6M
American Trust Investment Advisors, LLC 1.90% Add +3.4% 366,510 $4.6M
Sei Investments Co. 0.01% Add +12.3% 365,006 $4.5M
APG Asset Management N.V. 0.01% Reduce -2.5% 390,800 $4.5M
Calamos Advisors LLC 0.03% Add +1.1% 359,808 $4.5M
CI Investments Inc. 0.02% Reduce -32.2% 353,541 $4.4M
Janus Henderson Group PLC 0.00% Add +325.2% 337,032 $4.2M
Assenagon Asset Management S.A. 0.01% Reduce -73.7% 327,063 $4.1M
Treasurer of the State of North Carolina 0.02% Add +4.1% 324,489 $4.0M
Guggenheim Capital LLC 0.04% Reduce -22.8% 321,565 $4.0M
Huntington National Bank 0.04% Reduce -59.1% 320,670 $4.0M
Capital International Sarl 0.09% Reduce -31.3% 319,529 $4.0M
Ardsley Advisory Partners LP 0.91% Reduce -30.0% 315,000 $3.9M
Nisa Investment Advisors, LLC 0.02% Reduce -6.6% 313,411 $3.9M
Leibman Financial Services, Inc. 2.96% Add +65.9% 306,246 $3.8M
Verition Fund Management LLC 0.02% Reduce -63.8% 295,647 $3.7M
Group One Trading LLC 0.15% Add +2.4% 293,741 $3.6M
Jefferies Financial Group Inc. 0.07% Add +736.1% 292,649 $3.6M
WASHINGTON TRUST Co 0.14% Reduce -3.9% 292,041 $3.6M
Simplex Trading, LLC 0.13% Add +29.6% 291,962 $3.6M
Community Trust & Investment Co. 0.23% Add +37.4% 291,418 $3.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -92.9% 287,016 $3.6M
Kerusso Capital Management LLC 2.22% Add +2.6% 281,673 $3.5M
New York State Common Retirement Fund 0.01% Reduce -5.9% 280,810 $3.5M
Lazard Asset Management LLC 0.01% Add +16.8% 278,592 $3.5M
Quantinno Capital Management LP 0.02% Add +103.2% 277,594 $3.4M
Howard Capital Management, LLC 0.08% Add +3.8% 263,346 $3.3M
AXA S.A. 0.01% Add +728.3% 254,025 $3.2M
MIdWestOne Financial Group, Inc. 0.44% Add +390.3% 250,819 $3.1M
Hollow Brook Wealth Management LLC 0.91% Reduce -0.0% 249,544 $3.1M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 248,609 $3.1M
Macquarie Group Ltd. 0.00% Reduce -21.0% 247,447 $3.1M
LMR Partners LLP 0.08% New 247,292 $3.1M
Aquatic Capital Management LLC 0.08% Reduce -72.0% 246,519 $3.1M
Gould Capital, LLC 2.13% Add +9.1% 245,765 $3.1M
Oak Family Advisors, LLC 1.26% New 244,865 $3.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.1% 240,117 $3.0M
NewEdge Advisors, LLC 0.02% Add +55.5% 237,825 $3.0M
Venture Visionary Partners LLC 0.12% Add +61.9% 230,771 $2.9M
ProShare Advisors LLC 0.01% Add +24.1% 224,425 $2.8M
Public Employees Retirement System of Ohio 0.01% Reduce -10.4% 218,360 $2.7M
Baird Financial Group, Inc. 0.01% Reduce -9.0% 217,002 $2.7M
Teacher Retirement System of Texas 0.01% New 216,978 $2.7M
Wbi Investments, LLC 0.70% New 213,023 $2.6M
Collar Capital Management, LLC 2.40% Add +8.6% 212,803 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Add +312.3% 209,433 $2.6M
Miller Howard Investments Inc. 0.08% Add +23.4% 207,942 $2.6M
Catalyst Funds Management Pty Ltd 0.67% New 207,600 $2.6M
Arizona State Retirement System 0.02% Reduce -1.2% 203,951 $2.5M
Voya Investment Management LLC 0.00% Reduce -0.1% 203,553 $2.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -21.7% 202,723 $2.5M
Dark Forest Capital Management LP 0.11% Add +879.8% 195,907 $2.4M
Point72 (DIFC) Ltd 0.23% New 194,833 $2.4M
Tidal Investments LLC 0.02% Add +781.3% 194,388 $2.4M
State of Michigan Retirement System 0.01% Reduce -5.3% 192,895 $2.4M
Cetera Investment Advisers 0.00% Add +30.4% 192,421 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -34.4% 191,618 $2.4M
Arvest Bank Trust Division 0.15% New 190,980 $2.4M
Public Sector Pension Investment Board 0.01% Add +3.1% 190,103 $2.4M
Amundi 0.00% Reduce -84.7% 198,129 $2.4M
Investment Management Corp of Ontario 0.05% Add +91.8% 186,699 $2.3M
Pictet Asset Management Holding SA 0.00% Reduce -75.8% 186,491 $2.3M
Coldstream Capital Management Inc. 0.05% Add +1012.3% 186,272 $2.3M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 184,636 $2.3M
SG Americas Securities, LLC 0.01% Reduce -38.3% 183,815 $2.3M
Quantbot Technologies LP 0.07% Reduce -27.6% 182,496 $2.3M
Axq Capital, LP 0.90% Add +96.5% 180,536 $2.2M
Credit Agricole S A 0.01% Reduce -7.7% 177,365 $2.2M
Assetmark, Inc. 0.01% Add +8.1% 174,884 $2.2M
Entropy Technologies, LP 0.21% New 172,343 $2.1M
Capital International Ltd. 0.09% Reduce -35.8% 172,301 $2.1M
Atria Wealth Solutions, Inc. 0.03% Add +46.9% 171,412 $2.1M
Holocene Advisors, LP 0.01% Reduce -60.0% 164,791 $2.0M
DRW Securities, LLC 0.17% Add +45.8% 164,460 $2.0M
Janney Montgomery Scott LLC 0.01% Add +65.3% 163,526 $2.0M
Corebridge Financial, Inc. 0.01% Reduce -3.0% 163,357 $2.0M
Czech National Bank 0.02% Add +5.9% 163,312 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.5% 162,603 $2.0M
Clayton Partners LLC 1.74% Reduce -13.3% 161,193 $2.0M
OMERS ADMINISTRATION Corp 0.02% Add +12.7% 157,693 $2.0M
Los Angeles Capital Management LLC 0.01% No change 153,215 $1.9M
Point72 Asia (Singapore) Pte. Ltd. 0.50% New 153,208 $1.9M
Retirement Systems of Alabama 0.01% Reduce -0.8% 152,795 $1.9M
AE Wealth Management LLC 0.02% Add +26.0% 152,124 $1.9M
TD Asset Management Inc 0.00% Reduce -35.6% 148,355 $1.8M
Comerica Bank 0.01% Reduce -4.0% 147,668 $1.8M
Empowered Funds, LLC 0.03% Add +763.3% 146,851 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.9% 144,881 $1.8M
Carson Advisory Inc. 1.20% New 142,900 $1.8M
Arvest Investments, Inc. 0.28% New 142,717 $1.8M
Redwood Investment Management, LLC 0.19% Reduce -3.0% 142,095 $1.8M
Toronto Dominion Bank 0.00% Reduce -41.1% 141,275 $1.8M
ExodusPoint Capital Management, LP 0.02% New 141,025 $1.8M
Sciencast Management LP 0.40% New 139,278 $1.7M
Clear Harbor Asset Management, LLC 0.14% Add +1.1% 138,186 $1.7M
M&T Bank Corp 0.01% Add +105.6% 137,277 $1.7M
UniSuper Management Pty Ltd 0.01% Reduce -2.0% 137,163 $1.7M
Carret Asset Management, LLC 0.19% Add +12.4% 136,250 $1.7M
Amalgamated Bank 0.01% Reduce -1.1% 135,942 $1.7M
Capital International, Inc. 0.02% Reduce -69.0% 132,301 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -57.0% 130,515 $1.6M
PNC Financial Services Group, Inc. 0.00% Add +9.6% 130,432 $1.6M
Graham Capital Management, L.P. 0.07% Reduce -2.7% 129,829 $1.6M
Maven Securities LTD 0.35% Add +414.7% 128,673 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +20.7% 127,854 $1.6M
Ellsworth Advisors, LLC 0.42% Add +29.5% 127,568 $1.6M
Creative Planning 0.00% Add +0.6% 126,979 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +40.4% 126,302 $1.6M
Alaska Permanent Fund Corp 0.02% No change 154,671 $1.5M
HRT Financial LP 0.01% New 124,386 $1.5M
Ilex Capital Partners (UK) LLP 0.06% New 124,100 $1.5M
IMA Advisory Services, Inc. 0.18% Reduce -1.2% 122,743 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +23.4% 122,508 $1.5M
Asset Management One Co., Ltd. 0.01% Reduce -65.4% 122,357 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +54.5% 121,562 $1.5M
Wolverine Trading, LLC 0.05% Add +110.2% 120,191 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +31.3% 117,875 $1.5M
Atria Investments, Inc 0.02% Add +5.8% 117,814 $1.5M
Gsa Capital Partners LLP 0.13% Add +8.4% 116,871 $1.5M
Utah Retirement Systems 0.02% No change 116,629 $1.4M
Monarch Capital Management Inc. 0.39% Add +7.9% 113,315 $1.4M
Readystate Asset Management LP 0.13% Reduce -29.5% 112,240 $1.4M
Brevan Howard Capital Management LP 0.04% Reduce -76.7% 112,172 $1.4M
Acorn Financial Advisory Services Inc. 0.24% Add +62.5% 108,473 $1.3M
CIBC Asset Management Inc 0.00% Reduce -1.4% 107,790 $1.3M
Retirement Solution LLC 0.38% No change 107,404 $1.3M
Corient Private Wealth LP 0.00% Reduce -14.4% 106,990 $1.3M
Greenland Capital Management LP 0.23% Add +554.7% 104,250 $1.3M
Dynamic Technology Lab Private Ltd 0.19% New 104,144 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% No change 103,052 $1.3M
Mariner, LLC 0.00% Add +22.5% 102,976 $1.3M
Bayesian Capital Management, LP 0.21% New 102,600 $1.3M
Y-Intercept (Hong Kong) Ltd 0.09% New 101,596 $1.3M
Investors Research Corp 0.27% New 101,100 $1.3M
Avity Investment Management Inc. 0.10% New 100,000 $1.2M
Premier Fund Managers Ltd 0.05% Add +5.3% 100,000 $1.2M
Old Second National Bank of Aurora 0.29% Add +13.8% 98,465 $1.2M
Independent Financial Group, LLC 0.04% New 97,342 $1.2M
Andra AP-fonden 0.02% Reduce -55.3% 96,032 $1.2M
Allianz Asset Management GmbH 0.00% Add +181.8% 95,859 $1.2M
Yousif Capital Management, LLC 0.01% Add +1.1% 94,686 $1.2M
Lewis Asset Management, LLC 0.97% New 94,400 $1.2M
New York Life Investment Management LLC 0.01% Reduce -2.5% 93,822 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +49.0% 92,318 $1.1M
Sagefield Capital LP 0.14% New 92,185 $1.1M
3Chopt Investment Partners, LLC 0.30% New 91,309 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +104.0% 90,902 $1.1M
Corrado Advisors, LLC 0.75% Add +3.7% 89,914 $1.1M
AdvisorNet Financial, Inc 0.08% Add +4.0% 89,492 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +15.6% 85,759 $1.1M
A. D. Beadell Investment Counsel, Inc. 0.88% Reduce -56.7% 84,875 $1.1M
MML Investors Services, LLC 0.00% Add +1.6% 84,437 $1.0M
State of Alaska, Department of Revenue 0.01% Add +2.8% 83,328 $1.0M
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 82,674 $1.0M
Neuberger Berman Group LLC 0.00% Reduce -25.1% 82,404 $1.0M
Canal Insurance CO 0.23% No change 80,000 $994K
SVB Wealth LLC 0.04% New 79,735 $990K
Mork Capital Management, LLC 0.76% No change 78,400 $974K
Engineers Gate Manager LP 0.02% Add +34.9% 78,000 $969K
Concurrent Investment Advisors, LLC 0.02% Add +35.7% 77,960 $968K
Waverly Advisors, LLC 0.01% Add +397.4% 77,640 $964K
Quadrature Capital Ltd 0.02% Reduce -66.9% 76,878 $955K
UMB Bank, n.a. 0.02% Reduce -0.2% 76,805 $954K
Clearstead Advisors, LLC 0.01% Add +3.3% 76,325 $948K
Benjamin Edwards Inc. 0.01% Reduce -0.7% 75,760 $941K
Portside Wealth Group, LLC 0.15% Add +5.3% 75,089 $933K
Lynx Investment Advisory 0.62% New 74,938 $931K
&partners 0.01% Add +6.2% 74,345 $923K
Nebula Research & Development LLC 0.08% Reduce -44.4% 73,984 $919K
Truist Financial Corp. 0.00% Reduce -5.8% 72,939 $906K
Camelot Portfolios, LLC 0.55% New 71,502 $888K
Public Employees Retirement Association of Colorado 0.00% No change 70,743 $879K
Whittier Trust Co. 0.01% Reduce -31.9% 70,388 $874K
Levin Capital Strategies, L.P. 0.09% Reduce -6.9% 70,124 $871K
Mutual Advisors, LLC 0.02% Add +16.6% 86,480 $869K
Smith, Moore & Co. 0.08% New 69,706 $866K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.1% 68,745 $854K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +6.2% 67,761 $841K
Perigon Wealth Management, LLC 0.02% Add +141.0% 66,841 $830K
Advisory Services Network, LLC 0.02% Add +29.8% 65,561 $814K
Lombard Odier Asset Management (Europe) Ltd 0.07% Reduce -89.8% 65,311 $811K
Bayforest Capital Ltd 0.35% Add +1976.4% 65,034 $808K
Tower Research Capital LLC (TRC) 0.02% Add +14.1% 64,600 $802K
J. Safra Sarasin Holding AG 0.01% No change 64,167 $797K
Rafferty Asset Management, LLC 0.00% Reduce -31.6% 63,983 $795K
Gallagher Fiduciary Advisors, LLC 0.03% Add +6.4% 63,852 $793K
Douglass Winthrop Advisors, LLC 0.02% No change 63,761 $792K
Penn Mutual Asset Management 2.00% Reduce -46.9% 63,500 $789K
Xponance LLC 0.01% Reduce -38.4% 62,498 $776K
Sterling Capital Management LLC 0.01% Add +46.9% 61,725 $767K
Oregon Public Employees Retirement Fund 0.01% Add +0.2% 61,082 $759K
Woodline Partners LP 0.00% Add +40.7% 60,072 $746K
Gibbs Wealth Management 0.18% Add +20.4% 60,000 $745K
International Assets Investment Management, LLC 0.06% Add +137.3% 59,068 $734K
EntryPoint Capital, LLC 0.33% Add +9.7% 58,544 $727K
Moors & Cabot, Inc. 0.04% Add +5.2% 58,281 $724K
Pacer Advisors, Inc. 0.00% Reduce -48.8% 57,519 $714K
Mizuho Securities USA LLC 0.02% Reduce -15.5% 56,932 $707K
Weaver C. Barksdale & Associates, Inc. 0.67% Reduce -2.4% 56,515 $701K
US Bancorp \de 0.00% Reduce -0.4% 56,305 $699K
Cloverfields Capital Group, LP 0.23% Reduce -0.0% 55,226 $686K
Kovack Advisors, Inc. 0.07% Add +93.2% 54,991 $683K
Teachers Retirement System of the State of Kentucky 0.01% Add +5.2% 54,880 $681K
Jones Financial Companies LLLP 0.00% Add +259.7% 54,407 $675K
Eagle Harbor Asset Management Inc. 0.68% Add +41.5% 54,062 $671K
AustralianSuper Pty Ltd 0.00% No change 53,504 $665K
One Capital Management, LLC 0.02% Add +7.2% 53,425 $664K
Cibc World Markets Corp. 0.01% Reduce -52.4% 53,411 $663K
Fifth Third Bancorp 0.00% Add +1.6% 52,898 $657K
Union Bancaire Privee, UBP SA 0.01% Reduce -58.3% 55,113 $636K
Bleakley Financial Group, LLC 0.02% Add +4.5% 50,841 $631K
Walleye Trading LLC 0.02% Add +1159.5% 50,783 $631K
U.S. Capital Wealth Advisors, LLC 0.02% Add +18.2% 50,498 $627K
Agf Management Ltd. 0.00% Reduce -40.8% 50,489 $627K
Tairen Capital Ltd 0.04% New 50,000 $621K
NEOS Investment Management LLC 0.01% Add +21.3% 49,924 $620K
Norden Group LLC 0.07% Reduce -16.9% 49,377 $613K
Freestone Grove Partners LP 0.01% Reduce -33.2% 49,243 $612K
Huber Capital Management LLC 0.11% Reduce -4.3% 49,093 $610K
Gotham Asset Management 0.01% New 48,973 $608K
Sherbrooke Park Advisers LLC 0.28% Reduce -14.5% 48,836 $607K
Aberdeen Group plc 0.00% Reduce -86.8% 48,904 $605K
Kentucky Retirement Systems 0.02% Reduce -0.9% 48,407 $601K
Captrust Financial Advisors 0.00% Add +2.0% 48,307 $600K
Snowden Capital Advisors LLC 0.02% Add +21.4% 47,876 $595K
Mediolanum International Funds Ltd 0.01% New 47,665 $592K
Steward Partners Investment Advisory, LLC 0.01% Add +44.3% 47,043 $584K
A&I Financial Services, LLC 0.39% Add +64.4% 46,744 $581K
Rakuten Investment Management, Inc. 0.00% — 45,369 $563K
Burney Co./ 0.02% Add +1.0% 45,303 $563K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -32.9% 45,210 $561K
Daiwa Securities Group Inc. 0.00% Reduce -53.1% 43,712 $543K
Hartford Investment Management Co. 0.02% Reduce -1.6% 43,378 $539K
Point72 Hong Kong Ltd 0.04% Add +82.4% 43,283 $538K
NorthCoast Asset Management LLC 0.00% Add +108.1% 43,231 $537K
Cibc World Market Inc. 0.00% Reduce -51.7% 42,657 $530K
Wellington Shields & Co., LLC 0.17% No change 42,586 $529K
HAP Trading, LLC 0.19% New 42,187 $524K
SummitTX Capital, L.P. 0.02% — 41,517 $516K
Private Advisor Group, LLC 0.00% Add +5.5% 41,262 $512K
Pathstone Holdings, LLC 0.00% Reduce -23.4% 40,961 $508K
Diversify Wealth Management, LLC 0.04% Reduce -9.4% 48,969 $508K
Royal London Asset Management Ltd. 0.00% New 40,684 $505K
DekaBank Deutsche Girozentrale 0.00% Reduce -47.7% 40,871 $503K
Altfest L J & Co. Inc. 0.06% New 40,195 $499K
Bangor Savings Bank 0.05% New 39,216 $487K
Marex Group Ltd 0.01% New 39,025 $485K
Peapack Gladstone Financial Corp. 0.01% Reduce -43.6% 38,253 $475K
Louisiana State Employees Retirement System 0.01% No change 38,200 $474K
South Dakota Investment Council 0.01% No change 37,969 $472K
Stevens Capital Management LP 0.12% Reduce -9.2% 37,877 $470K
Allspring Global Investments Holdings, LLC 0.00% Reduce -16.7% 37,755 $467K
Securian Asset Management, Inc. 0.01% Reduce -1.6% 37,582 $467K
Sanctuary Advisors, LLC 0.00% Add +31.1% 37,096 $461K
Wallace Advisory Group, LLC 0.32% Add +46.4% 35,408 $456K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -98.3% 35,546 $441K
Duff & Phelps Investment Management Co. 0.01% Reduce -13.3% 35,536 $441K
Freedom Investment Management, Inc. 0.04% Add +19.6% 35,517 $441K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 35,178 $437K
Cwm, LLC 0.00% Add +88.4% 34,629 $430K
Spirit of America Management Corp. 0.09% Reduce -10.4% 34,500 $428K
Flputnam Investment Management Co. 0.01% Reduce -63.6% 34,035 $423K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.0% 33,775 $419K
Capital Group Investment Management Pte. LTD. 0.09% Reduce -38.3% 33,626 $418K
New Mexico Educational Retirement Board 0.01% Reduce -2.1% 33,222 $413K
Maryland State Retirement & Pension System 0.01% Reduce -18.1% 33,144 $412K
Focus Partners Wealth 0.00% Reduce -70.6% 32,751 $407K
GTS Securities LLC 0.02% Add +133.3% 32,254 $401K
Alberta Investment Management Corp 0.00% No change 31,800 $395K
Caxton Associates LLP 0.01% — 31,438 $390K
Natixis Advisors, LLC 0.00% Reduce -54.2% 31,363 $390K
Polymer Capital Management (US) LLC 0.12% Add +160.7% 31,347 $389K
Aster Capital Management (DIFC) Ltd 0.07% New 33,355 $387K
111 Capital 0.07% New 31,038 $385K
Fulcrum Capital LLC 0.08% Reduce -1.1% 30,690 $381K
Norinchukin Bank, The 0.01% Add +11.0% 30,595 $380K
Glenmede Trust Co. NA 0.00% Reduce -40.5% 30,298 $376K
Wellington Shields Capital Management, LLC 0.07% No change 30,275 $376K
Wealthcare Advisory Partners LLC 0.01% Add +23.9% 30,192 $375K
Osaic Holdings, Inc. 0.00% Reduce -25.6% 30,099 $374K
CW Advisors, LLC 0.00% New 29,957 $373K
Two Sigma Securities, LLC 0.06% Add +105.6% 29,879 $371K
Exchange Traded Concepts, LLC 0.01% Reduce -13.6% 29,718 $369K
Valeo Financial Advisors, LLC 0.01% Reduce -29.5% 29,471 $366K
Capula Management Ltd 0.00% New 28,751 $357K
River Street Advisors LLC 0.17% Add +22.8% 28,334 $352K
Profund Advisors LLC 0.02% Reduce -27.1% 28,002 $348K
Nomura Asset Management Co. Ltd. 0.00% Reduce -87.8% 27,105 $337K
Cannell & Spears LLC 0.01% Add +8.1% 27,028 $336K
Commerce Bank 0.00% Reduce -5.6% 26,433 $328K
Cowa, LLC 0.14% New 26,292 $327K
Kestra Private Wealth Services, LLC 0.01% Add +4.0% 26,290 $327K
Boxwood Ventures, Inc. 0.47% New 26,243 $326K
KBC Group NV 0.00% Reduce -15.3% 26,149 $325K
Mackenzie Financial Corp. 0.00% Add +2.4% 26,112 $324K
Avidian Wealth Enterprises, LLC 0.01% Add +71.5% 26,010 $323K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +28.5% 26,027 $323K
Meeder Asset Management Inc. 0.02% Reduce -1.7% 25,541 $317K
MBB Public Markets I LLC 0.04% New 25,447 $316K
Moloney Securities Asset Management, LLC 0.04% Add +5.0% 24,752 $307K
Cresset Asset Management, LLC 0.00% Reduce -7.0% 24,737 $307K
Baker Tilly Wealth Management, LLC 0.12% Add +90.7% 24,732 $307K
Evercore Wealth Management, LLC 0.00% No change 24,394 $303K
Qsemble Capital Management, LP 0.03% New 23,913 $297K
Caprock Group, LLC 0.01% Add +83.1% 23,430 $291K
Optimize Financial Inc. 0.11% New 23,422 $291K
Praxis Investment Management Inc. 0.02% No change 23,370 $290K
Summit Securities Group LLC 0.20% New 22,900 $284K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.2% 22,614 $281K
Nomura Holdings Inc. 0.00% Reduce -3.9% 22,509 $280K
Kendall Capital Management 0.08% Reduce -6.5% 22,097 $274K
BCM Advisors, LLC 0.06% No change 26,620 $271K
Bank of Nova Scotia 0.00% Reduce -68.3% 21,725 $270K
Choreo, LLC 0.00% Add +64.9% 21,436 $266K
Wedbush Securities Inc. 0.01% Add +45.1% 21,385 $266K
Seed Wealth Management, Inc. 0.22% Add +45.6% 21,355 $265K
SeaCrest Wealth Management, LLC 0.03% Add +9.4% 21,242 $264K
Intech Investment Management LLC 0.00% Reduce -94.3% 20,920 $260K
Keybank National Association 0.00% Add +66.3% 20,696 $257K
Thoroughbred Financial Services, LLC 0.02% No change 20,771 $257K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -11.3% 20,618 $256K
Empirical Finance, LLC 0.02% Add +10.7% 20,617 $256K
Vident Advisory, LLC 0.00% Add +19.4% 20,105 $250K
Fiduciary Financial Group, LLC 0.05% Add +7.5% 23,939 $247K
Phillips Wealth Planners LLC 0.26% Add +127.6% 23,746 $245K
Zions Bancorporation, National Association 0.02% — 19,687 $245K
O'shaughnessy Asset Management, LLC 0.00% Add +4.0% 19,198 $238K
Meeder Advisory Services, Inc. 0.01% Add +58.9% 18,452 $229K
HB Wealth Management, LLC 0.00% Add +19.6% 18,288 $227K
Gilman Hill Asset Management, LLC 0.04% Reduce -4.7% 18,225 $226K
Schroder Investment Management Group 0.00% Reduce -66.5% 18,228 $226K
Argent Trust Co 0.01% Add +46.2% 18,183 $226K
North Star Investment Management Corp. 0.02% Reduce -89.9% 18,000 $224K
Clearstead Trust, LLC 0.05% Reduce -1.2% 17,902 $222K
Greenleaf Trust 0.00% Add +40.8% 17,652 $219K
Diversify Advisory Services, LLC 0.01% Add +5.1% 20,904 $217K
Ironwood Investment Management LLC 0.12% No change 17,328 $215K
Net Worth Advisory Group 0.07% Add +4.8% 17,075 $212K
MCF Advisors LLC 0.02% Reduce -0.6% 16,940 $210K
Lanark Financial, Inc. 0.02% — 16,928 $210K
Diligent Investors, LLC 0.05% Add +11.6% 16,419 $204K
Kestra Advisory Services, LLC 0.00% Reduce -9.1% 16,391 $204K
NorthRock Partners, LLC 0.01% New 16,382 $203K
GK Wealth Management LLC 0.25% Reduce -0.8% 16,224 $202K
Compound Planning, Inc. 0.01% Add +36.5% 16,204 $201K
Rockland Trust Co. 0.01% No change 16,010 $199K
Wealthfront Advisers LLC 0.00% Reduce -11.7% 16,008 $199K
Metis Global Partners, LLC 0.01% Reduce -32.7% 15,977 $198K
V-Square Quantitative Management LLC 0.03% No change 15,901 $197K
D.A. Davidson & Co. 0.00% Add +14.8% 15,864 $197K
Good Steward Wealth Advisors,LLC 0.18% — 15,721 $195K
Augustine Asset Management Inc. 0.06% Reduce -6.2% 15,663 $195K
Mercer Global Advisors Inc. 0.00% Add +4.0% 15,565 $193K
World Investment Advisors 0.01% New 15,477 $192K
Legacy Advisory Services, LLC 0.16% New 15,393 $191K
United Services Automobile Association 0.01% New 15,283 $190K
Novem Group 0.03% Add +46.4% 15,215 $189K
Natixis 0.00% Reduce -57.1% 15,270 $188K
Bessemer Group Inc. 0.00% Add +73.8% 15,035 $186K
Quadrant Capital Group LLC 0.01% Add +108.4% 14,703 $183K
Orion Porfolio Solutions, LLC 0.00% Add +15.3% 14,642 $182K
Orion Portfolio Solutions, LLC 0.00% Add +15.3% 14,642 $182K
Leonteq Securities AG 0.01% Reduce -36.5% 14,545 $181K
Elevation Point Wealth Partners, LLC 0.02% Reduce -38.8% 14,589 $181K
Covestor Ltd 0.12% Add +151.6% 14,454 $180K
Signaturefd, LLC 0.00% Add +114.0% 14,430 $179K
DAVENPORT & Co LLC 0.00% New 14,216 $177K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -80.0% 13,986 $174K
Apollon Wealth Management, LLC 0.00% New 13,964 $173K
Parallel Advisors, LLC 0.00% Add +79.0% 13,787 $171K
Pitcairn Co. 0.01% New 13,735 $171K
Arcadia Investment Management Corp. 0.03% Add +6.3% 13,600 $169K
Summit Trail Advisors, LLC 0.01% New 13,402 $166K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.1% 13,331 $166K
Silvercrest Asset Management Group LLC 0.00% No change 13,220 $164K
Kapitalo Investimentos Ltda 0.03% New 13,098 $163K
Signature Estate & Investment Advisors LLC 0.00% Reduce -7.0% 13,090 $163K
Legacy Advisors, LLC 0.02% New 13,062 $162K
Fortress Private Ledger, LLC 0.09% No change 12,968 $161K
S&co Inc. 0.01% New 13,000 $161K
Fairfield, Bush & Co. 0.10% Reduce -16.7% 12,885 $160K
Blue Barn Wealth, LLC 0.08% New 12,811 $159K
Inceptionr LLC 0.05% New 12,684 $158K
Mufg Securities Americas Inc. 0.02% Add +19.9% 12,586 $156K
Everpar Advisors LLC 0.08% Reduce -35.4% 12,470 $155K
Samalin Investment Counsel, LLC 0.06% New 12,215 $152K
CIBC Private Wealth Group LLC 0.00% Add +24.8% 14,798 $151K
Verus Capital Partners, LLC 0.01% New 11,980 $149K
TrueMark Investments, LLC 0.04% New 11,533 $143K
Coastwise Capital Group, LLC 0.12% Add +1.7% 11,525 $143K
Graypoint LLC 0.01% New 11,187 $139K
Ethic Inc. 0.00% New 11,036 $137K
Frank, Rimerman Advisors LLC 0.01% New 10,991 $137K
Ballentine Partners, LLC 0.00% New 10,899 $135K
Cidel Asset Management Inc. 0.01% New 10,868 $135K
Letson Investment Management, Inc. 0.05% Reduce -50.0% 10,856 $135K
Prime Capital Investment Advisors, LLC 0.00% New 10,785 $134K
Central Asset Investments & Management Holdings (HK) Ltd 0.26% Reduce -72.1% 10,600 $132K
Marcum Wealth, LLC 0.01% New 10,468 $130K
CX Institutional 0.00% New 10,502 $130K
Seneca Financial Advisors LLC 0.06% Add +0.1% 10,415 $129K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.1% 10,298 $128K
Mgo One Seven LLC 0.01% New 10,282 $128K
Dorsey & Whitney Trust CO LLC 0.01% New 10,259 $127K
Edmp, Inc. 0.11% Reduce -3.7% 10,174 $126K
Horizon Investments, LLC 0.00% Add +4.9% 10,211 $125K
Rockbridge Asset Management LLC 0.08% No change 10,000 $124K
Meyer Handelman Co. 0.00% New 10,000 $124K
Caption Management, LLC 0.01% New 9,300 $116K
Mather Group, Llc. 0.00% Add +379.9% 9,041 $112K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 8,477 $105K
PEAK6 LLC 0.00% Reduce -87.6% 8,462 $105K
Mountain Hill Investment Partners Corp. 0.10% No change 8,000 $99K
Lindbrook Capital, LLC 0.01% Reduce -55.6% 7,648 $95K
Toth Financial Advisory Corp. 0.01% Add +1.4% 7,500 $93K
MassMutual Private Wealth & Trust, FSB 0.00% Add +26.3% 7,495 $93K
iA Global Asset Management Inc. 0.00% No change 7,510 $93K
Cape Investment Advisory, Inc. 0.04% Add +6.8% 7,456 $93K
Ameritas Investment Partners, Inc. 0.00% No change 7,441 $92K
GAMMA Investing LLC 0.01% Reduce -48.4% 7,290 $91K
FSC Wealth Advisors, LLC 0.06% New 7,254 $90K
Sit Investment Associates Inc. 0.00% Reduce -35.7% 7,025 $87K
Resona Asset Management Co.,Ltd. 0.00% Reduce -96.7% 6,690 $83K
MAI Capital Management 0.00% Reduce -22.5% 5,700 $71K
EverSource Wealth Advisors, LLC 0.00% Reduce -14.8% 5,360 $67K
Evermay Wealth Management LLC 0.01% No change 5,300 $66K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -94.5% 5,130 $64K
Harbor Capital Advisors, Inc. 0.00% New 4,954 $62K
Colonial Trust Co / SC 0.01% Reduce -44.7% 4,784 $59K
Federation des caisses Desjardins du Quebec 0.00% Reduce -39.1% 4,725 $59K
Brooklyn Investment Group 0.01% Add +48.6% 4,271 $53K
Continuum Advisory, LLC 0.01% Add +660.6% 4,092 $51K
Financial Network Wealth Advisors LLC 0.07% Add +21.2% 3,992 $50K
Farther Finance Advisors, LLC 0.00% Reduce -14.1% 3,986 $49K
Hexagon Capital Partners LLC 0.01% Add +33.5% 3,880 $48K
Harbor Investment Advisory, LLC 0.00% No change 3,659 $45K
Rothschild Investment LLC 0.00% Add +235.3% 3,595 $45K
McIlrath & Eck, LLC 0.01% No change 3,347 $42K
CVA Family Office, LLC 0.01% Add +200.7% 3,250 $40K
Headlands Technologies LLC 0.00% New 3,233 $40K
Federated Hermes, Inc. 0.00% Reduce -33.6% 3,125 $39K
Private Wealth Asset Management, LLC 0.01% — 3,118 $39K
Wilmington Savings Fund Society, FSB 0.00% Reduce -65.7% 2,906 $36K
Garde Capital, Inc. 0.00% New 2,802 $35K
Harbour Investments, Inc. 0.00% Reduce -12.6% 2,649 $33K
Caitong International Asset Management Co., Ltd 0.02% Reduce -55.1% 2,640 $33K
CoreCap Advisors, LLC 0.00% Reduce -0.7% 2,552 $32K
TD Private Client Wealth LLC 0.00% Reduce -20.5% 2,306 $29K
Mark Sheptoff Financial Planning, LLC 0.02% New 2,300 $29K
Parkside Financial Bank & Trust 0.00% Reduce -30.7% 2,206 $27K
Blue Trust, Inc. 0.00% Add +20.7% 2,068 $26K
Ramirez Asset Management, Inc. 0.01% No change 2,000 $25K
Quarry LP 0.01% Reduce -98.2% 1,922 $24K
Heritage Wealth Advisors 0.00% Reduce -7.6% 1,875 $23K
TCTC Holdings, LLC 0.00% Add +655.0% 1,797 $22K
First Horizon Advisors, Inc. 0.00% Add +87.5% 1,794 $22K
Deseret Mutual Benefit Administrators 0.01% Add +32.3% 1,709 $21K
Principal Securities, Inc. 0.00% No change 1,632 $21K
Private Trust Co. NA 0.00% Reduce -33.9% 1,673 $21K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,669 $21K
SBI Securities Co., Ltd. 0.00% Add +52.3% 1,617 $20K
Quent Capital, LLC 0.00% Reduce -22.6% 1,530 $19K
Moisand Fitzgerald Tamayo, LLC 0.00% New 1,483 $18K
Salem Investment Counselors Inc. 0.00% No change 1,450 $18K
Allworth Financial LP 0.00% Add +82.0% 1,609 $16K
SouthState Bank Corp 0.00% New 1,243 $15K
Rakuten Securities, Inc. 0.01% Add +6.4% 1,170 $15K
Centricity Wealth Management, LLC 0.01% Add +10.4% 1,087 $13K
Vermillion & White Wealth Management Group, LLC 0.01% New 1,025 $13K
Monetary Management Group Inc. 0.00% No change 1,000 $12K
Hussman Strategic Advisors, Inc. 0.00% No change 1,000 $12K
Concord Wealth Partners 0.00% No change 1,000 $12K
Frazier Financial Advisors, LLC 0.01% No change 883 $11K
Evelyn Partners Investment Management LLP 0.00% No change 880 $11K
Cromwell Holdings LLC 0.01% Add +571.1% 859 $11K
Eastern Bank 0.00% No change 850 $11K
Montag A & Associates Inc. 0.00% No change 840 $10K
JFS Wealth Advisors, LLC 0.00% Add +9200.0% 837 $10K
Aspect Partners, LLC 0.01% No change 820 $10K
Versant Capital Management, Inc 0.00% Reduce -42.9% 811 $10K
Gen-Wealth Partners Inc 0.00% Reduce -9.1% 810 $10K
Capital Advisors, Ltd. LLC 0.00% Add +2350.0% 833 $10K
Westside Investment Management, Inc. 0.00% Reduce -20.9% 800 $10K
Bell Investment Advisors, Inc 0.00% Add +4.0% 788 $10K
Sunbelt Securities, Inc. 0.00% No change 776 $10K
Rise Advisors, LLC 0.00% Reduce -8.1% 739 $9K
Princeton Global Asset Management LLC 0.00% No change 730 $9K
N.E.W. Advisory Services LLC 0.00% New 725 $9K
GW&K Investment Management, LLC 0.00% Add +97.8% 716 $9K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 703 $9K
Medallion Wealth Advisors, LLC 0.00% No change 700 $9K
Front Row Advisors LLC 0.00% No change 600 $7K
FSA Wealth Management LLC 0.00% No change 592 $7K
IFP Advisors, Inc 0.00% Reduce -70.4% 488 $7K
Arax Advisory Partners 0.00% Reduce -77.0% 554 $7K
WealthCollab, LLC 0.00% Reduce -16.4% 545 $7K
Wolff Wiese Magana LLC 0.00% Add +8.2% 530 $7K
Prestige Wealth Management Group LLC 0.00% Reduce -7.1% 524 $7K
Private Wealth Management Group, LLC 0.00% New 518 $6K
Founders Capital Management 0.00% New 500 $6K
Farmers & Merchants Investments Inc. 0.00% No change 488 $6K
Spire Wealth Management 0.00% Reduce -11.9% 487 $6K
MV Capital Management, Inc. 0.00% Reduce -5.1% 481 $6K
Strategic Investment Solutions, Inc. 0.00% Add +0.9% 457 $6K
Wealth Preservation Advisors, LLC 0.00% — 444 $6K
WPG Advisers, LLC 0.00% Add +176.8% 382 $5K
DT Investment Partners, LLC 0.00% No change 379 $5K
Bogart Wealth, LLC 0.00% Reduce -66.9% 335 $4K
Pacifica Partners Inc. 0.00% No change 335 $4K
Geneos Wealth Management Inc. 0.00% Add +20.5% 294 $4K
Sachetta, LLC 0.00% Add +72.1% 284 $4K
Glen Eagle Advisors, LLC 0.00% Add +39.5% 272 $3K
Brown Brothers Harriman & Co. 0.00% Reduce -58.3% 261 $3K
Coston, McIsaac & Partners 0.00% No change 283 $3K
Hemington Wealth Management 0.00% Add +18.4% 264 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 233 $3K
Lowe Wealth Advisors, LLC 0.00% No change 227 $3K
Millstone Evans Group, LLC 0.00% No change 222 $3K
Manchester Capital Management LLC 0.00% Add +351.1% 212 $3K
Smartleaf Asset Management LLC 0.00% Reduce -85.9% 209 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -38.4% 202 $3K
Sandy Spring Bank 0.00% Reduce -92.2% 200 $2K
Abound Wealth Management 0.00% New 176 $2K
Beacon Capital Management, LLC 0.00% No change 176 $2K
Semmax Financial Advisors Inc. 0.00% No change 186 $2K
Smithfield Trust Co 0.00% No change 162 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 149 $2K
Dunhill Financial, LLC 0.00% Reduce -11.4% 148 $2K
Red Tortoise LLC 0.00% No change 147 $2K
MPWM Advisory Solutions, LLC 0.00% Add +1.4% 141 $2K
New Millennium Group LLC 0.00% No change 134 $2K
Olistico Wealth, LLC 0.00% No change 129 $2K
Larson Financial Group LLC 0.00% Add +4.9% 128 $2K
Synergy Investment Management, LLC 0.00% No change 118 $1K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -32.1% 114 $1K
Cedar Mountain Advisors, LLC 0.00% Add +2.0% 102 $1K
Raffa Wealth Management, LLC 0.00% No change 101 $1K
Creative Financial Designs Inc. 0.00% Reduce -59.4% 99 $1K
Trifecta Capital Advisors, LLC 0.00% Add +41.5% 92 $1K
Anchor Investment Management, LLC 0.00% No change 90 $1K
WealthTrak Capital Management LLC 0.00% Add +112.5% 85 $1K
True Wealth Design, LLC 0.00% Add +285.7% 81 $1K
Navigoe, LLC 0.00% No change 135 $1K
Tsfg, LLC 0.00% New 50 $1K
Hantz Financial Services, Inc. 0.00% Add +1400.0% 90 $1K
Nvwm, LLC 0.00% Add +153.3% 76 $944
Activest Wealth Management 0.00% Add +0.0% 63 $782
ORG Partners LLC 0.00% New 56 $692
Principia Wealth Advisory, LLC 0.00% Add +195.2% 62 $691
Sierra Ocean, LLC 0.00% Reduce -31.9% 49 $617
Legacy Wealth Managment, LLC 0.00% No change 46 $572
Carolinas Wealth Consulting LLC 0.00% Reduce -73.4% 45 $559
Glass Jacobson Investment Advisors llc 0.00% No change 37 $477
Marshall & Sterling Wealth Advisors Inc. 0.00% New 38 $472
Rialto Wealth Management, LLC 0.00% New 38 $472
Richardson Financial Services Inc. 0.00% No change 37 $460
Addison Advisors LLC 0.00% Reduce -84.1% 36 $448
Osterweis Capital Management Inc. 0.00% New 35 $435
Capital A Wealth Management, LLC 0.00% New 32 $397
Clark Wealth Partners 0.00% Reduce -13.5% 32 $397
Aventura Private Wealth, LLC 0.00% New 32 $392
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 30 $373
Global Financial Private Client, LLC 0.00% Add +130.8% 30 $373
Oakworth Capital, Inc. 0.00% No change 28 $348
Valued Wealth Advisors LLC 0.00% Reduce -64.2% 24 $293
Key Financial Inc 0.00% No change 21 $261
Chesapeake Asset Management LLC 0.00% No change 20 $248
Atlas Capital Advisors Inc. 0.00% No change 18 $223
DiNuzzo Private Wealth, Inc. 0.00% Reduce -56.8% 16 $199
Winnacle Wealth LLC 0.00% No change 11 $131
Blume Capital Management, Inc. 0.00% Reduce -97.2% 8 $100
Smallwood Wealth Investment Management, LLC 0.00% New 7 $86
HFM Investment Advisors, LLC 0.00% — 6 $75
Avion Wealth 0.00% New 60 $0

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