AESAES
13F holders, Q2 2025 (June 30)684holders −14
99new positions
110sold out
8famous investors
$10.53avg. 13F price*
At the end of Q2 2025, 684 institutions reported holding AES Corp. (AES) in their 13F filings, down 14 from Q1 2025. 99 opened new positions and 110 sold out. The largest holders were Vanguard Group Inc. ($917.0M), BlackRock, Inc. ($472.8M) and State Street Corp. ($460.2M). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- AES Corp.
- Sector
- Industrials
- CUSIP
- 00130H105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $111.1M |
| Exits | 110 | $121.5M |
All 13F filers, Q1 2025 → Q2 2025: 73,463,394 shares bought and 55,984,964 shares sold, net +17,478,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 684 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 87,163,230 | $917.0M |
| BlackRock, Inc. | 0.01% | Reduce -2.4% | 44,938,232 | $472.8M |
| State Street Corp. | 0.02% | Add +4.4% | 43,741,919 | $460.2M |
| Ameriprise Financial Inc. | 0.09% | Add +37.3% | 33,846,653 | $356.1M |
| Orbis Allan Gray Ltd | 1.41% | Add +0.4% | 27,618,252 | $290.5M |
| FMR LLC | 0.02% | Reduce -33.7% | 26,991,678 | $284.0M |
| Morgan Stanley | 0.02% | Add +6.6% | 26,854,526 | $282.5M |
| Geode Capital Management, LLC | 0.02% | Add +5.1% | 24,389,981 | $256.2M |
| Invesco Ltd. | 0.04% | Add +5.1% | 21,856,100 | $229.9M |
| Capital International Investors | 0.04% | Reduce -1.2% | 21,567,881 | $227.1M |
| Capital World Investors | 0.02% | No change | 15,601,367 | $164.1M |
| Bank of America Corp. | 0.01% | Add +41.2% | 12,459,032 | $131.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +56.1% | 11,106,786 | $116.8M |
| Sound Shore Management Inc | 2.89% | Add +32.3% | 8,067,687 | $84.9M |
| CBRE Investment Management Listed Real Assets LLC | 1.25% | Add +10.9% | 7,812,629 | $82.2M |
| Northern Trust Corp. | 0.01% | Add +20.9% | 7,762,581 | $81.7M |
| Massachusetts Financial Services Co. | 0.03% | Add +5.0% | 7,747,121 | $81.5M |
| First Trust Advisors LP | 0.06% | Add +303.9% | 7,541,717 | $79.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 7,406,407 | $77.9M |
| M&G PLC | 0.40% | Reduce -21.0% | 6,377,242 | $70.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.5% | 6,172,585 | $64.9M |
| Point72 Asset Management | 0.14% | Add +348.7% | 5,394,764 | $56.8M |
| UBS Group AG | 0.01% | Reduce -16.2% | 5,013,942 | $52.7M |
| Empower Advisory Group, LLC | 0.15% | Add +4.8% | 4,757,212 | $50.0M |
| Bank of New York Mellon Corp | 0.01% | Add +2.9% | 4,247,200 | $44.7M |
| Marshall Wace, LLP | 0.05% | Reduce -52.5% | 4,034,553 | $42.4M |
| Douglas Lane & Associates, LLC | 0.58% | Add +1.6% | 3,788,487 | $39.9M |
| Gabelli Funds LLC | 0.28% | Reduce -0.1% | 3,671,600 | $38.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 3,371,485 | $35.5M |
| Ensign Peak Advisors, Inc | 0.06% | Add +97.4% | 3,281,339 | $34.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +975.3% | 3,086,164 | $32.5M |
| Citigroup Inc. | 0.02% | Add +5.6% | 3,085,843 | $32.5M |
| HSBC Holdings PLC | 0.02% | Add +290.4% | 3,115,174 | $32.4M |
| Royal Bank of Canada | 0.01% | Add +65.4% | 2,961,950 | $31.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.0% | 2,931,658 | $30.8M |
| Franklin Resources Inc. | 0.01% | Add +11.5% | 2,769,891 | $29.1M |
| Citadel Advisors | 0.02% | Reduce -49.1% | 2,628,142 | $27.6M |
| CastleKnight Management LP | 1.78% | Add +235.4% | 2,503,100 | $26.3M |
| D. E. Shaw & Co. | 0.03% | Reduce -23.2% | 2,497,332 | $26.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.8% | 2,472,170 | $26.0M |
| American Century Companies Inc. | 0.01% | Add +20.5% | 2,450,371 | $25.8M |
| Jane Street Group, LLC | 0.04% | Reduce -15.7% | 2,364,759 | $24.9M |
| Bruni J V & Co. | 2.56% | Add +14.7% | 2,311,019 | $24.3M |
| Deutsche Bank AG | 0.01% | Add +1.8% | 2,307,546 | $24.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.0% | 2,301,241 | $24.2M |
| Legal & General Group Plc | 0.01% | Add +10.8% | 2,157,523 | $22.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +68.1% | 2,135,322 | $22.5M |
| Susquehanna International Group, LLP | 0.03% | Add +36.1% | 2,009,632 | $21.1M |
| North Star Asset Management Inc. | 0.77% | Add +8.0% | 1,731,382 | $18.2M |
| Man Group plc | 0.04% | New | 1,670,600 | $17.6M |
| Barclays PLC | 0.01% | Add +3.6% | 1,649,313 | $17.4M |
| NFJ Investment Group, LLC | 0.60% | Add +4.3% | 1,645,879 | $17.3M |
| Wells Fargo & Company | 0.00% | Reduce -15.7% | 1,641,905 | $17.3M |
| Nuveen, LLC | 0.00% | Add +8.8% | 1,607,299 | $16.9M |
| Two Sigma Investments, LP | 0.03% | Reduce -66.9% | 1,600,377 | $16.8M |
| Thrivent Financial for Lutherans | 0.04% | Add +45.1% | 1,548,858 | $16.3M |
| Jump Financial, LLC | 0.20% | Reduce -33.4% | 1,539,190 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +2.4% | 1,488,670 | $15.7M |
| Evergreen Capital Management LLC | 0.47% | Add +4.8% | 1,483,204 | $15.6M |
| Swiss National Bank | 0.01% | Reduce -1.3% | 1,360,200 | $14.3M |
| Alliancebernstein L.P. | 0.00% | Add +27.6% | 1,346,543 | $14.2M |
| Prudential Financial Inc. | 0.02% | Reduce -43.0% | 1,339,824 | $14.1M |
| Rhumbline Advisers | 0.01% | Add +3.4% | 1,323,908 | $13.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +84.2% | 1,302,693 | $13.7M |
| Energy Income Partners, LLC | 0.26% | Reduce -0.5% | 1,278,812 | $13.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -43.8% | 1,277,463 | $13.4M |
| Rock Point Advisors, LLC | 3.39% | Add +23.7% | 1,143,467 | $12.0M |
| CSM Advisors, LLC | 0.35% | New | 1,135,596 | $11.9M |
| California Public Employees Retirement System | 0.01% | Add +36.8% | 1,120,421 | $11.8M |
| Madison Asset Management, LLC | 0.12% | No change | 1,093,000 | $11.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.4% | 1,053,798 | $11.1M |
| Two Sigma Advisers, LP | 0.02% | Reduce -59.9% | 1,051,300 | $11.1M |
| Tudor Investment Corporation | 0.08% | Reduce -1.5% | 1,037,724 | $10.9M |
| Susquehanna Portfolio Strategies, LLC | 0.24% | New | 1,035,811 | $10.9M |
| AQR Capital Management | 0.01% | Reduce -32.1% | 1,073,690 | $10.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.9% | 1,025,775 | $10.8M |
| Squarepoint Ops LLC | 0.02% | Add +1.5% | 1,006,302 | $10.6M |
| Yaupon Capital Management LP | 0.70% | New | 994,713 | $10.5M |
| Cerity Partners LLC | 0.02% | Add +3.9% | 981,280 | $10.3M |
| Swiss Life Asset Management Ltd | 0.06% | Add +0.8% | 974,386 | $10.3M |
| Capital Group Private Client Services, Inc. | 0.09% | Reduce -5.9% | 972,168 | $10.2M |
| Lazard Asset Management LLC | 0.02% | Add +247.6% | 968,333 | $10.2M |
| LPL Financial LLC | 0.00% | Add +45.3% | 922,471 | $9.7M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -18.6% | 895,067 | $9.4M |
| Quantbot Technologies LP | 0.24% | Add +383.9% | 883,016 | $9.3M |
| First Citizens Bank & Trust Co. | 0.16% | Add +41.2% | 847,809 | $8.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +54.5% | 839,810 | $8.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.0% | 799,804 | $8.4M |
| Stephens Inc. | 0.11% | Add +11.3% | 791,336 | $8.3M |
| CHURCHILL MANAGEMENT Corp | 0.09% | Add +2.3% | 770,025 | $8.1M |
| Algert Global LLC | 0.17% | Reduce -35.4% | 765,055 | $8.0M |
| First Financial Bankshares Inc | 0.18% | Add +22.7% | 757,280 | $8.0M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +7.3% | 739,495 | $7.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +5.9% | 735,112 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +49.4% | 724,809 | $7.6M |
| California State Teachers Retirement System | 0.01% | No change | 676,838 | $7.1M |
| SG Americas Securities, LLC | 0.03% | Add +262.0% | 665,409 | $7.0M |
| New York State Teachers Retirement System | 0.01% | Add +0.0% | 658,748 | $6.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.3% | 654,585 | $6.9M |
| GAMCO Investors | 0.07% | Add +10.3% | 653,200 | $6.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 652,012 | $6.9M |
| National Bank of Canada | 0.01% | Reduce -5.7% | 642,806 | $6.8M |
| Susquehanna Fundamental Investments, LLC | 0.18% | No change | 638,261 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -14.8% | 635,041 | $6.7M |
| Parallax Volatility Advisers, L.P. | 0.33% | Add +38.4% | 630,933 | $6.6M |
| Brevan Howard Capital Management LP | 0.07% | Add +445.8% | 612,231 | $6.4M |
| Advisors Asset Management, Inc. | 0.11% | Add +42.1% | 603,758 | $6.4M |
| Patrick Mauro Investment Advisor, INC. | 3.52% | Add +12.6% | 595,184 | $6.2M |
| Quinn Opportunity Partners LLC | 0.52% | No change | 572,435 | $6.0M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +170.7% | 566,978 | $6.0M |
| Simplex Trading, LLC | 0.16% | Add +92.0% | 560,576 | $5.9M |
| Edgestream Partners, L.P. | 0.16% | Add +12.3% | 557,015 | $5.9M |
| Sei Investments Co. | 0.01% | Add +46.8% | 535,805 | $5.6M |
| LMCG Investments, LLC | 0.32% | Reduce -1.3% | 492,450 | $5.2M |
| Group One Trading LLC | 0.17% | Add +67.5% | 492,072 | $5.2M |
| Millennium Management | 0.00% | Reduce -75.5% | 472,499 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +187.5% | 470,078 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -42.4% | 460,684 | $4.8M |
| Intact Investment Management Inc. | 0.16% | Reduce -11.0% | 441,500 | $4.6M |
| Vennlight Capital Management, LP | 4.90% | New | 424,291 | $4.5M |
| Aventail Capital Group, LP | 0.20% | Add +12.8% | 422,015 | $4.4M |
| River Road Asset Management, LLC | 0.06% | Reduce -57.8% | 334,519 | $4.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.8% | 376,642 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.7% | 375,300 | $3.9M |
| Aquatic Capital Management LLC | 0.08% | Add +51.1% | 372,480 | $3.9M |
| Saba Capital Management, L.P. | 0.11% | New | 369,582 | $3.9M |
| RWC Asset Management LLP | 0.25% | Reduce -0.3% | 368,665 | $3.9M |
| Calydon Capital | 0.38% | New | 368,311 | $3.9M |
| Amundi | 0.00% | Add +74.3% | 345,424 | $3.8M |
| Calamos Advisors LLC | 0.02% | No change | 359,808 | $3.8M |
| American Trust Investment Advisors, LLC | 1.81% | Reduce -6.9% | 341,375 | $3.6M |
| Oak Family Advisors, LLC | 1.29% | Add +38.2% | 338,305 | $3.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.7% | 334,577 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 331,630 | $3.5M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.0% | 316,508 | $3.3M |
| Leibman Financial Services, Inc. | 2.52% | Add +1.8% | 311,712 | $3.3M |
| Tritonpoint Wealth, LLC | 0.30% | Reduce -15.5% | 310,011 | $3.3M |
| WASHINGTON TRUST Co | 0.12% | Add +6.1% | 309,795 | $3.3M |
| Wakefield Asset Management LLLP | 0.90% | New | 306,293 | $3.2M |
| Capital International Sarl | 0.06% | Reduce -4.3% | 305,779 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Add +39.1% | 301,905 | $3.2M |
| Twinbeech Capital LP | 0.07% | New | 301,731 | $3.2M |
| Carson Advisory Inc. | 1.99% | Add +108.2% | 297,535 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +24.8% | 296,794 | $3.1M |
| Investment Management Corp of Ontario | 0.04% | Add +56.3% | 291,722 | $3.1M |
| Community Trust & Investment Co. | 0.18% | Reduce -0.1% | 291,152 | $3.1M |
| New York State Common Retirement Fund | 0.00% | No change | 280,810 | $3.0M |
| Viking Fund Management LLC | 0.40% | Reduce -55.6% | 280,000 | $2.9M |
| Readystate Asset Management LP | 0.22% | Add +144.8% | 274,814 | $2.9M |
| Quantinno Capital Management LP | 0.01% | Reduce -2.1% | 271,635 | $2.9M |
| Howard Capital Management, LLC | 0.04% | Add +2.7% | 270,558 | $2.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +161.6% | 269,606 | $2.8M |
| Holocene Advisors, LP | 0.01% | Add +60.5% | 264,576 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -18.2% | 263,184 | $2.8M |
| Korea Investment CORP | 0.01% | Reduce -35.9% | 262,533 | $2.8M |
| Gould Capital, LLC | 1.78% | Add +3.2% | 253,531 | $2.7M |
| Slagle Financial, LLC | 1.07% | New | 253,425 | $2.7M |
| Wbi Investments, LLC | 0.68% | Add +17.0% | 249,307 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 240,117 | $2.5M |
| ProShare Advisors LLC | 0.00% | Add +3.3% | 231,924 | $2.4M |
| PEAK6 LLC | 0.08% | Add +2630.6% | 231,062 | $2.4M |
| Venture Visionary Partners LLC | 0.09% | Add +0.1% | 230,957 | $2.4M |
| Macquarie Group Ltd. | 0.00% | Reduce -9.7% | 223,522 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.9% | 220,415 | $2.3M |
| Caption Management, LLC | 0.22% | Add +2268.8% | 220,300 | $2.3M |
| Virtu Financial LLC | 0.12% | New | 217,256 | $2.3M |
| Arcadia Investment Management Corp. | 0.36% | Add +1454.8% | 211,455 | $2.2M |
| Huntington National Bank | 0.02% | Reduce -35.1% | 208,227 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 207,763 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.0% | 201,169 | $2.1M |
| Collar Capital Management, LLC | 1.76% | Reduce -6.8% | 198,403 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -3.1% | 197,237 | $2.1M |
| State of Michigan Retirement System | 0.01% | No change | 192,895 | $2.0M |
| Weaver C. Barksdale & Associates, Inc. | 1.93% | Add +237.9% | 190,982 | $2.0M |
| SVB Wealth LLC | 0.11% | Add +139.4% | 190,904 | $2.0M |
| Avenir Corp. | 0.21% | Reduce -74.1% | 190,485 | $2.0M |
| Walleye Trading LLC | 0.05% | Add +274.6% | 190,258 | $2.0M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.0% | 188,138 | $2.0M |
| Ausbil Investment Management Ltd | 1.14% | New | 184,565 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -9.0% | 184,443 | $1.9M |
| Retirement Solution LLC | 0.49% | Add +70.3% | 182,925 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.8% | 181,362 | $1.9M |
| Arvest Bank Trust Division | 0.11% | Reduce -5.0% | 181,345 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.3% | 164,140 | $1.9M |
| Cozad Asset Management Inc. | 0.16% | New | 178,988 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +34.5% | 175,489 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.4% | 174,599 | $1.8M |
| Redwood Investment Management, LLC | 0.19% | Add +22.8% | 174,472 | $1.8M |
| Czech National Bank | 0.01% | Add +6.5% | 174,015 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.8% | 173,986 | $1.8M |
| Clear Harbor Asset Management, LLC | 0.14% | Add +25.5% | 173,460 | $1.8M |
| Capital International Ltd. | 0.07% | No change | 172,301 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.6% | 170,532 | $1.8M |
| Graham Capital Management, L.P. | 0.05% | Add +28.7% | 167,084 | $1.8M |
| Wolverine Trading, LLC | 0.04% | Add +33.6% | 160,619 | $1.7M |
| Ontario Teachers Pension Plan Board | 0.04% | New | 162,941 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +36.2% | 160,492 | $1.7M |
| Dark Forest Capital Management LP | 0.07% | Reduce -18.6% | 159,383 | $1.7M |
| Delta Investment Management, LLC | 0.32% | New | 158,581 | $1.7M |
| Toronto Dominion Bank | 0.00% | Add +12.1% | 158,302 | $1.7M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 157,693 | $1.7M |
| Gotham Asset Management | 0.01% | Add +221.0% | 157,202 | $1.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.0% | 152,759 | $1.6M |
| Axq Capital, LP | 0.52% | Reduce -15.8% | 152,072 | $1.6M |
| IMC-Chicago, LLC | 0.04% | New | 151,383 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -49.2% | 150,210 | $1.6M |
| TD Asset Management Inc | 0.00% | Add +1.1% | 150,061 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -22.5% | 149,187 | $1.6M |
| Public Sector Pension Investment Board | 0.01% | Reduce -22.6% | 147,092 | $1.5M |
| UniSuper Management Pty Ltd | 0.01% | Add +7.1% | 146,845 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +13.4% | 144,969 | $1.5M |
| Comerica Bank | 0.01% | Reduce -3.5% | 142,462 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +91.9% | 139,948 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +63.8% | 138,301 | $1.5M |
| Quantitative Investment Management, LLC | 0.19% | New | 137,881 | $1.4M |
| Amalgamated Bank | 0.01% | Add +1.2% | 137,543 | $1.4M |
| Carret Asset Management, LLC | 0.15% | Reduce -0.4% | 135,656 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -59.0% | 133,960 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +68.5% | 131,438 | $1.4M |
| Acorn Financial Advisory Services Inc. | 0.23% | Add +21.2% | 131,427 | $1.4M |
| Capital International, Inc. | 0.01% | Reduce -1.2% | 130,710 | $1.4M |
| Arvest Investments, Inc. | 0.21% | Reduce -8.7% | 130,354 | $1.4M |
| Trexquant Investment LP | 0.02% | Reduce -85.8% | 130,139 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Add +143.3% | 129,940 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +393.5% | 128,851 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 128,148 | $1.3M |
| Monarch Capital Management Inc. | 0.36% | Add +12.0% | 126,915 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 126,607 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +191.4% | 125,998 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | Add +2.3% | 125,193 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 119,545 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.7% | 118,246 | $1.2M |
| Utah Retirement Systems | 0.01% | No change | 116,629 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.8% | 116,592 | $1.2M |
| &partners | 0.01% | Add +54.0% | 114,506 | $1.2M |
| IMA Advisory Services, Inc. | 0.13% | Reduce -7.5% | 113,585 | $1.2M |
| Assetmark, Inc. | 0.00% | Reduce -35.4% | 112,998 | $1.2M |
| RFG Advisory, LLC | 0.03% | New | 112,265 | $1.2M |
| Gsa Capital Partners LLP | 0.08% | Reduce -4.3% | 111,838 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +197.3% | 110,295 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +38.0% | 107,581 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -75.7% | 107,056 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +16.7% | 106,088 | $1.1M |
| Investors Research Corp | 0.22% | Add +4.8% | 105,975 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +24.7% | 102,754 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -5.8% | 100,801 | $1.1M |
| Ardsley Advisory Partners LP | 0.17% | Reduce -68.3% | 100,000 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -3.1% | 99,743 | $1.0M |
| Old Second National Bank of Aurora | 0.23% | Add +0.8% | 99,300 | $1.0M |
| AdvisorNet Financial, Inc | 0.07% | Add +10.2% | 98,597 | $1.0M |
| Scott Marsh Financial, LLC | 0.38% | — | 97,720 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Add +2.3% | 96,842 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -15.6% | 72,984 | $1.0M |
| Quantessence Capital LLC | 0.30% | New | 95,615 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +1.8% | 95,543 | $1.0M |
| Corrado Advisors, LLC | 0.61% | Add +6.2% | 95,518 | $1.0M |
| Independent Financial Group, LLC | 0.03% | Reduce -4.9% | 92,595 | $974K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +7.0% | 91,783 | $966K |
| CIBC Asset Management Inc | 0.00% | Reduce -15.9% | 90,616 | $953K |
| Avity Investment Management Inc. | 0.07% | Reduce -10.0% | 90,000 | $947K |
| A. D. Beadell Investment Counsel, Inc. | 0.68% | No change | 84,875 | $892K |
| Clearstead Advisors, LLC | 0.01% | Add +10.9% | 84,645 | $890K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -40.9% | 83,286 | $876K |
| Advisory Services Network, LLC | 0.01% | Add +1.5% | 66,519 | $875K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.3% | 81,628 | $859K |
| UMB Bank, n.a. | 0.01% | Add +5.7% | 81,204 | $854K |
| Portside Wealth Group, LLC | 0.13% | Add +7.2% | 80,485 | $847K |
| Canal Insurance CO | 0.19% | No change | 80,000 | $842K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.3% | 79,723 | $838K |
| Ridgewood Investments LLC | 0.36% | New | 78,843 | $829K |
| Jones Financial Companies LLLP | 0.00% | Add +41.7% | 77,077 | $826K |
| Mork Capital Management, LLC | 0.60% | No change | 78,400 | $825K |
| DAVENPORT & Co LLC | 0.00% | Add +451.4% | 78,381 | $825K |
| Gibbs Wealth Management | 0.16% | Add +30.1% | 78,091 | $822K |
| Moody National Bank Trust Division | 0.08% | New | 78,003 | $821K |
| Lynx Investment Advisory | 0.53% | Add +3.6% | 77,634 | $817K |
| Icon Advisers Inc. | 0.19% | New | 77,223 | $812K |
| Woodline Partners LP | 0.00% | Add +28.0% | 76,911 | $809K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +91.2% | 78,144 | $807K |
| Lewis Asset Management, LLC | 0.38% | Reduce -18.8% | 76,633 | $806K |
| Rafferty Asset Management, LLC | 0.00% | Add +19.6% | 76,507 | $805K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.6% | 75,197 | $791K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.4% | 74,677 | $786K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -70.1% | 74,440 | $783K |
| HAP Trading, LLC | 0.34% | Add +75.4% | 73,998 | $778K |
| Perigon Wealth Management, LLC | 0.02% | Add +9.9% | 73,495 | $773K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +44.7% | 73,068 | $769K |
| Creative Planning | 0.00% | Reduce -43.3% | 72,001 | $757K |
| Bridgefront Capital, LLC | 0.20% | New | 71,927 | $757K |
| Camelot Portfolios, LLC | 0.45% | Reduce -0.1% | 71,419 | $751K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 70,743 | $744K |
| Sterling Capital Management LLC | 0.01% | Add +14.1% | 70,433 | $741K |
| New Century Financial Group, LLC | 0.85% | New | 69,224 | $728K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +7.6% | 68,714 | $723K |
| Kovack Advisors, Inc. | 0.07% | Add +23.0% | 67,655 | $712K |
| Voloridge Investment Management, LLC | 0.00% | New | 67,271 | $708K |
| Huber Capital Management LLC | 0.12% | Add +36.9% | 67,193 | $707K |
| Townsquare Capital LLC | 0.07% | Reduce -87.8% | 66,871 | $703K |
| Whittier Trust Co. | 0.01% | Reduce -7.0% | 65,444 | $688K |
| Eagle Harbor Asset Management Inc. | 0.66% | Add +20.4% | 65,064 | $684K |
| Fifth Third Bancorp | 0.00% | Add +22.3% | 64,697 | $681K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.4% | 64,370 | $677K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 64,167 | $675K |
| Moors & Cabot, Inc. | 0.03% | Add +9.6% | 63,899 | $672K |
| Xponance LLC | 0.01% | Add +2.0% | 63,735 | $670K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +65.4% | 63,263 | $666K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -1.3% | 62,946 | $662K |
| NEOS Investment Management LLC | 0.01% | Add +25.0% | 62,405 | $657K |
| Studio Investment Management LLC | 0.13% | New | 62,049 | $653K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 61,609 | $648K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.7% | 61,482 | $647K |
| Scientech Research LLC | 0.16% | New | 61,476 | $647K |
| Smith, Moore & Co. | 0.05% | Reduce -12.2% | 61,210 | $644K |
| Diversify Wealth Management, LLC | 0.04% | Add +1.3% | 49,624 | $641K |
| Private Advisor Group, LLC | 0.00% | Add +40.5% | 57,994 | $610K |
| Norden Group LLC | 0.07% | Add +16.3% | 57,437 | $604K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.6% | 57,191 | $602K |
| M&T Bank Corp | 0.00% | Reduce -59.0% | 56,298 | $592K |
| Marex Group Ltd | 0.01% | Add +44.3% | 56,306 | $592K |
| Miller Howard Investments Inc. | 0.02% | Reduce -73.2% | 55,795 | $587K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Add +1.5% | 55,702 | $586K |
| Cloverfields Capital Group, LP | 0.17% | Add +0.0% | 55,244 | $581K |
| Cibc World Market Inc. | 0.00% | Add +29.5% | 55,223 | $581K |
| US Bancorp \de | 0.00% | Reduce -2.7% | 54,772 | $576K |
| Walleye Capital LLC | 0.01% | Reduce -86.0% | 54,672 | $575K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -68.4% | 54,204 | $573K |
| One Capital Management, LLC | 0.02% | Reduce -2.1% | 52,325 | $550K |
| AlphaQuest LLC | 0.05% | New | 51,293 | $540K |
| A&I Financial Services, LLC | 0.30% | Add +8.3% | 50,632 | $533K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.2% | 50,238 | $529K |
| Premier Fund Managers Ltd | 0.02% | Reduce -50.0% | 50,000 | $525K |
| Mizuho Securities USA LLC | 0.01% | — | 49,202 | $518K |
| Sherbrooke Park Advisers LLC | 0.22% | Add +0.2% | 48,955 | $515K |
| Daiwa Securities Group Inc. | 0.00% | Add +11.5% | 48,741 | $513K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.6% | 47,604 | $501K |
| Oak Thistle LLC | 0.07% | New | 46,847 | $493K |
| Natixis Advisors, LLC | 0.00% | Add +45.8% | 45,731 | $481K |
| Caxton Associates LLP | 0.01% | Add +45.3% | 45,679 | $481K |
| Kentucky Retirement Systems | 0.01% | Reduce -6.2% | 45,430 | $478K |
| Captrust Financial Advisors | 0.00% | Reduce -7.0% | 44,917 | $473K |
| Jain Global LLC | 0.01% | Reduce -89.3% | 43,763 | $460K |
| Aberdeen Group plc | 0.00% | Reduce -10.6% | 43,739 | $460K |
| Andra AP-fonden | 0.01% | Reduce -54.5% | 43,654 | $459K |
| Polymer Capital Management (US) LLC | 0.07% | Add +38.2% | 43,310 | $456K |
| Hartford Investment Management Co. | 0.01% | Reduce -0.8% | 43,010 | $452K |
| Wallace Advisory Group, LLC | 0.33% | Add +2.1% | 36,156 | $449K |
| Wellington Shields & Co., LLC | 0.13% | No change | 42,586 | $448K |
| Freedom Investment Management, Inc. | 0.04% | Add +19.9% | 42,575 | $448K |
| AXA S.A. | 0.00% | Reduce -83.4% | 42,178 | $444K |
| Vestcor Inc | 0.01% | New | 41,600 | $438K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 41,438 | $436K |
| Pathstone Holdings, LLC | 0.00% | Add +0.7% | 41,247 | $434K |
| Burney Co./ | 0.01% | Reduce -9.3% | 41,106 | $432K |
| Osaic Holdings, Inc. | 0.00% | Add +32.0% | 39,742 | $431K |
| Freestone Grove Partners LP | 0.00% | Reduce -17.8% | 40,476 | $426K |
| EntryPoint Capital, LLC | 0.21% | Reduce -31.1% | 40,347 | $424K |
| Empowered Funds, LLC | 0.00% | Reduce -72.8% | 39,919 | $420K |
| Bangor Savings Bank | 0.04% | Add +1.1% | 39,638 | $417K |
| Focus Partners Wealth | 0.00% | Add +19.7% | 39,205 | $412K |
| Glenmede Investment Management, LP | 0.00% | — | 38,785 | $408K |
| Alps Advisors Inc. | 0.00% | New | 38,117 | $401K |
| South Dakota Investment Council | 0.01% | No change | 37,969 | $399K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.6% | 37,600 | $396K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.2% | 37,116 | $390K |
| Bayforest Capital Ltd | 0.17% | Reduce -43.2% | 36,943 | $389K |
| Praxis Investment Management Inc. | 0.02% | Add +56.1% | 36,490 | $384K |
| Cwm, LLC | 0.00% | Add +5.4% | 36,487 | $384K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.6% | 36,463 | $384K |
| Park Avenue Securities LLC | 0.00% | New | 35,837 | $377K |
| Profund Advisors LLC | 0.01% | Add +27.8% | 35,787 | $376K |
| Valeo Financial Advisors, LLC | 0.01% | Add +20.8% | 35,601 | $375K |
| Prospera Financial Services Inc | 0.01% | New | 34,890 | $367K |
| Bayesian Capital Management, LP | 0.06% | Reduce -66.3% | 34,600 | $364K |
| Penn Mutual Asset Management | 0.80% | Reduce -45.7% | 34,500 | $363K |
| Spirit of America Management Corp. | 0.08% | No change | 34,500 | $363K |
| Vinva Investment Management Ltd | 0.01% | New | 21,932 | $360K |
| BCM Advisors, LLC | 0.08% | No change | 26,620 | $358K |
| Capital Group Investment Management Pte. LTD. | 0.06% | No change | 33,626 | $354K |
| Verus Capital Partners, LLC | 0.03% | Add +179.8% | 33,520 | $353K |
| Cresset Asset Management, LLC | 0.00% | Add +35.2% | 33,442 | $352K |
| New Mexico Educational Retirement Board | 0.01% | No change | 33,222 | $349K |
| Maryland State Retirement & Pension System | 0.01% | No change | 33,144 | $349K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -14.4% | 32,321 | $348K |
| Quadcap Wealth Management, LLC | 0.04% | New | 33,045 | $348K |
| Two Sigma Securities, LLC | 0.04% | Add +10.2% | 32,919 | $346K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.7% | 32,876 | $346K |
| Diversify Advisory Services, LLC | 0.01% | Add +24.3% | 25,983 | $335K |
| Exchange Traded Concepts, LLC | 0.00% | Add +7.3% | 31,884 | $335K |
| Norinchukin Bank, The | 0.01% | Add +4.1% | 31,859 | $335K |
| Alberta Investment Management Corp | 0.00% | No change | 31,800 | $335K |
| Farringdon Capital, Ltd. | 0.11% | New | 31,645 | $333K |
| River Street Advisors LLC | 0.14% | Add +8.7% | 30,797 | $324K |
| CW Advisors, LLC | 0.00% | Add +1.0% | 30,245 | $318K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.1% | 30,150 | $317K |
| Levin Capital Strategies, L.P. | 0.03% | Reduce -57.2% | 29,999 | $316K |
| Wellington Shields Capital Management, LLC | 0.05% | Reduce -2.6% | 29,475 | $310K |
| Aigen Investment Management, LP | 0.04% | New | 29,443 | $310K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +7.6% | 29,167 | $307K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -38.3% | 29,043 | $306K |
| HB Wealth Management, LLC | 0.00% | Add +56.6% | 28,644 | $301K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +235.0% | 28,399 | $299K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -38.1% | 27,986 | $294K |
| AE Wealth Management LLC | 0.00% | Reduce -81.7% | 27,801 | $292K |
| Cannell & Spears LLC | 0.01% | Reduce -0.0% | 27,016 | $284K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +7.9% | 26,702 | $281K |
| Merit Financial Group, LLC | 0.00% | New | 26,477 | $279K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | Reduce -83.0% | 26,003 | $274K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 25,901 | $272K |
| Meeder Asset Management Inc. | 0.02% | No change | 25,541 | $269K |
| Zions Bancorporation, National Association | 0.01% | Add +28.1% | 25,219 | $265K |
| Baker Tilly Wealth Management, LLC | 0.09% | Add +1.3% | 25,047 | $263K |
| Cowa, LLC | 0.10% | Reduce -7.4% | 24,350 | $256K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +14.2% | 24,258 | $255K |
| Zimmer Partners, LP | 0.01% | New | 24,114 | $254K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 23,971 | $252K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -10.6% | 23,508 | $247K |
| Summit Securities Group LLC | 0.09% | Add +2.1% | 23,379 | $246K |
| Versor Investments LP | 0.04% | New | 23,300 | $245K |
| Optimize Financial Inc. | 0.15% | Reduce -0.7% | 23,256 | $245K |
| Keybank National Association | 0.00% | Add +12.1% | 23,209 | $244K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -10.2% | 23,369 | $243K |
| Commerce Bank | 0.00% | Reduce -12.9% | 23,035 | $242K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -53.1% | 25,872 | $242K |
| Bessemer Group Inc. | 0.00% | Add +52.0% | 22,848 | $241K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.4% | 22,710 | $239K |
| XTX Topco Ltd | 0.01% | New | 22,705 | $239K |
| Teza Capital Management LLC | 0.18% | New | 22,616 | $238K |
| Mercer Global Advisors Inc. | 0.00% | Add +43.3% | 22,298 | $235K |
| SteelPeak Wealth, LLC | 0.01% | New | 21,924 | $231K |
| Consolidated Portfolio Review Corp | 0.03% | New | 21,533 | $227K |
| V-Square Quantitative Management LLC | 0.03% | Add +35.0% | 21,461 | $226K |
| Patton Fund Management, Inc. | 0.05% | New | 21,436 | $226K |
| Quadrant Capital Group LLC | 0.01% | Add +45.2% | 21,351 | $225K |
| Quest Investment Management LLC | 0.02% | New | 21,260 | $224K |
| Personal Cfo Solutions, LLC | 0.04% | New | 20,809 | $219K |
| Empirical Finance, LLC | 0.01% | Add +0.9% | 20,807 | $219K |
| Kestra Advisory Services, LLC | 0.00% | Add +26.8% | 20,778 | $219K |
| Phillips Wealth Planners LLC | 0.20% | Reduce -17.1% | 19,689 | $218K |
| MBB Public Markets I LLC | 0.02% | Reduce -19.5% | 20,482 | $215K |
| Seed Wealth Management, Inc. | 0.16% | Reduce -5.5% | 20,185 | $212K |
| Argent Trust Co | 0.01% | Add +10.4% | 20,083 | $211K |
| KBC Group NV | 0.00% | Reduce -23.1% | 20,097 | $211K |
| Samalin Investment Counsel, LLC | 0.08% | Add +63.1% | 19,919 | $210K |
| Covestor Ltd | 0.12% | Add +37.7% | 19,899 | $209K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.8% | 19,713 | $207K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.01% | Reduce -6.5% | 19,281 | $203K |
| BCS Wealth Management | 0.04% | New | 19,054 | $200K |
| Choreo, LLC | 0.00% | Reduce -13.2% | 18,601 | $196K |
| Schroder Investment Management Group | 0.00% | No change | 18,228 | $195K |
| Wealthfront Advisers LLC | 0.00% | Add +15.7% | 18,524 | $195K |
| Clearstead Trust, LLC | 0.04% | Add +2.5% | 18,344 | $193K |
| Net Worth Advisory Group | 0.04% | Add +6.8% | 18,236 | $192K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 18,225 | $192K |
| World Investment Advisors | 0.00% | Add +17.2% | 18,146 | $191K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 18,013 | $189K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +28.2% | 17,935 | $189K |
| Kendall Capital Management | 0.05% | Reduce -19.4% | 17,812 | $187K |
| Metis Global Partners, LLC | 0.00% | Add +8.3% | 17,301 | $182K |
| Ironwood Investment Management LLC | 0.09% | Reduce -0.4% | 17,253 | $182K |
| STRS Ohio | 0.00% | New | 16,969 | $179K |
| Zacks Investment Management | 0.00% | New | 16,960 | $178K |
| GK Wealth Management LLC | 0.18% | Add +4.0% | 16,873 | $178K |
| Apollon Wealth Management, LLC | 0.00% | Add +19.4% | 16,667 | $175K |
| Everpar Advisors LLC | 0.08% | Add +29.4% | 16,131 | $170K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -16.0% | 16,119 | $170K |
| S&co Inc. | 0.01% | Add +23.1% | 16,000 | $168K |
| Waverly Advisors, LLC | 0.00% | Reduce -79.6% | 15,859 | $167K |
| Mufg Securities Americas Inc. | 0.01% | Add +25.4% | 15,777 | $166K |
| Novem Group | 0.02% | Add +2.6% | 15,606 | $164K |
| Avantax Planning Partners, Inc. | 0.01% | New | 15,451 | $163K |
| Legacy Advisory Services, LLC | 0.13% | No change | 15,393 | $162K |
| New Age Alpha Advisors, LLC | 0.01% | New | 15,373 | $162K |
| Augustine Asset Management Inc. | 0.04% | Reduce -2.2% | 15,313 | $161K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.4% | 15,164 | $160K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +2.3% | 14,920 | $157K |
| Integrated Investment Consultants, LLC | 0.03% | New | 14,800 | $156K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.9% | 14,507 | $153K |
| Vise Technologies, Inc. | 0.01% | — | 14,476 | $152K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.7% | 14,249 | $150K |
| FSM Wealth Advisors, LLC | 0.02% | New | 12,935 | $149K |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.14% | Add +33.0% | 14,100 | $148K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 13,972 | $147K |
| iSAM Funds (UK) Ltd | 0.03% | New | 13,931 | $147K |
| IHT Wealth Management, LLC | 0.00% | New | 13,583 | $143K |
| Verdence Capital Advisors LLC | 0.01% | New | 13,508 | $142K |
| Stevens Capital Management LP | 0.04% | Reduce -64.3% | 13,541 | $142K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +0.1% | 13,349 | $140K |
| Lanark Financial, Inc. | 0.01% | Reduce -21.3% | 13,321 | $140K |
| Arrow Investment Advisors, LLC | 0.13% | New | 13,236 | $139K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 13,220 | $139K |
| Kestra Investment Management, LLC | 0.00% | New | 13,196 | $139K |
| Graypoint LLC | 0.01% | Add +17.5% | 13,144 | $138K |
| Fortress Private Ledger, LLC | 0.06% | No change | 12,968 | $136K |
| Cidel Asset Management Inc. | 0.01% | Add +17.8% | 12,806 | $135K |
| Blue Barn Wealth, LLC | 0.06% | Reduce -0.5% | 12,742 | $134K |
| GTS Securities LLC | 0.01% | Reduce -60.6% | 12,702 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.5% | 12,574 | $132K |
| MIdWestOne Financial Group, Inc. | 0.02% | Reduce -95.0% | 12,564 | $132K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -4.5% | 12,505 | $132K |
| Fiduciary Group, LLC | 0.01% | New | 12,500 | $132K |
| Elevatus Welath Management | 0.04% | New | 12,464 | $131K |
| Total Clarity Wealth Management, Inc. | 0.04% | New | 12,424 | $131K |
| Capstone Investment Advisors, LLC | 0.00% | New | 12,387 | $130K |
| MCF Advisors LLC | 0.01% | Reduce -28.9% | 12,053 | $127K |
| Coastwise Capital Group, LLC | 0.10% | Add +1.4% | 11,687 | $123K |
| CX Institutional | 0.00% | Add +9.3% | 11,484 | $121K |
| Horizon Investments, LLC | 0.00% | Add +11.6% | 11,395 | $118K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -39.1% | 11,241 | $118K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,161 | $117K |
| IPG Investment Advisors LLC | 0.02% | New | 10,894 | $115K |
| Brown Advisory Inc. | 0.00% | New | 10,793 | $114K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 10,786 | $113K |
| Boothbay Fund Management, LLC | 0.00% | New | 10,675 | $112K |
| Compound Planning, Inc. | 0.00% | Reduce -34.4% | 10,630 | $112K |
| Parallel Advisors, LLC | 0.00% | Reduce -24.3% | 10,432 | $110K |
| Balentine LLC | 0.00% | New | 10,430 | $110K |
| Seneca Financial Advisors LLC | 0.04% | Add +0.1% | 10,420 | $110K |
| Kapitalo Investimentos Ltda | 0.02% | Reduce -20.7% | 10,389 | $109K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.0% | 10,258 | $108K |
| Pitcairn Co. | 0.01% | Reduce -26.7% | 10,063 | $106K |
| Diligent Investors, LLC | 0.03% | Reduce -39.0% | 10,019 | $105K |
| Rockbridge Asset Management LLC | 0.06% | No change | 10,000 | $105K |
| First Horizon Advisors, Inc. | 0.00% | Add +448.3% | 9,836 | $103K |
| Cape Investment Advisory, Inc. | 0.04% | Add +27.8% | 9,532 | $100K |
| Aventura Private Wealth, LLC | 0.04% | Add +29275.0% | 9,400 | $99K |
| GAMMA Investing LLC | 0.01% | Add +24.8% | 9,095 | $96K |
| Allworth Financial LP | 0.00% | Add +447.5% | 8,809 | $93K |
| Headlands Technologies LLC | 0.01% | Add +157.3% | 8,319 | $88K |
| Leonteq Securities AG | 0.01% | Reduce -43.7% | 8,195 | $86K |
| Mountain Hill Investment Partners Corp. | 0.07% | No change | 8,000 | $84K |
| Toth Financial Advisory Corp. | 0.01% | No change | 7,500 | $79K |
| SBI Securities Co., Ltd. | 0.00% | Add +357.3% | 7,394 | $78K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.8% | 7,282 | $77K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +3.6% | 6,932 | $74K |
| Sit Investment Associates Inc. | 0.00% | No change | 7,025 | $74K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.7% | 6,720 | $71K |
| MAI Capital Management | 0.00% | Add +13.0% | 6,443 | $68K |
| Federated Hermes, Inc. | 0.00% | Add +103.5% | 6,361 | $67K |
| AdvisorShares Investments LLC | 0.01% | New | 6,243 | $66K |
| Quarry LP | 0.02% | Add +223.7% | 6,221 | $65K |
| Global Retirement Partners, LLC | 0.00% | — | 6,011 | $63K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +24.3% | 5,875 | $62K |
| Evermay Wealth Management LLC | 0.01% | No change | 5,300 | $56K |
| iA Global Asset Management Inc. | 0.00% | Reduce -35.5% | 4,840 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.4% | 4,750 | $50K |
| Rakuten Securities, Inc. | 0.02% | Add +287.2% | 4,530 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.7% | 4,414 | $46K |
| Trust Co. of Toledo NA | 0.01% | New | 4,400 | $46K |
| Financial Network Wealth Advisors LLC | 0.05% | Add +6.2% | 4,240 | $45K |
| CI Investments Inc. | 0.00% | Reduce -98.9% | 3,969 | $42K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -23.4% | 3,797 | $40K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,659 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Add +62.3% | 3,581 | $38K |
| Canada Post Corp Registered Pension Plan | 0.00% | New | 3,500 | $37K |
| Signaturefd, LLC | 0.00% | Reduce -76.6% | 3,372 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +9.9% | 3,193 | $34K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -2.0% | 3,056 | $32K |
| Brooklyn Investment Group | 0.00% | Reduce -40.7% | 2,533 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 2,300 | $24K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.9% | 2,281 | $24K |
| CoreCap Advisors, LLC | 0.00% | Reduce -10.7% | 2,278 | $24K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.2% | 2,255 | $24K |
| GeoWealth Management, LLC | 0.00% | New | 2,169 | $23K |
| Garde Capital, Inc. | 0.00% | Reduce -25.0% | 2,102 | $22K |
| MUFG Securities EMEA plc | 0.00% | New | 2,095 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +129.3% | 1,910 | $20K |
| Heritage Wealth Advisors | 0.00% | No change | 1,875 | $20K |
| CYBER HORNET ETFs LLC | 0.01% | New | 1,773 | $19K |
| TCTC Holdings, LLC | 0.00% | No change | 1,797 | $19K |
| Private Trust Co. NA | 0.00% | Add +4.5% | 1,748 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.2% | 1,739 | $18K |
| Princeton Global Asset Management LLC | 0.00% | Add +138.1% | 1,738 | $18K |
| Altshuler Shaham Ltd | 0.00% | New | 1,736 | $18K |
| Blue Trust, Inc. | 0.00% | Reduce -16.3% | 1,730 | $18K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 1,709 | $18K |
| Principal Securities, Inc. | 0.00% | Add +1.5% | 1,656 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +5170.0% | 1,581 | $17K |
| Hilltop National Bank | 0.00% | — | 1,500 | $16K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,483 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +79.4% | 1,455 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,450 | $15K |
| GW&K Investment Management, LLC | 0.00% | Add +91.2% | 1,369 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +1228.9% | 1,196 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +429.2% | 1,233 | $13K |
| Gen-Wealth Partners Inc | 0.00% | Add +42.2% | 1,152 | $12K |
| Rothschild Investment LLC | 0.00% | Reduce -69.1% | 1,111 | $12K |
| Centricity Wealth Management, LLC | 0.01% | Add +0.1% | 1,088 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 1,025 | $11K |
| Monetary Management Group Inc. | 0.00% | No change | 1,000 | $11K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 1,000 | $11K |
| Concord Wealth Partners | 0.00% | No change | 1,000 | $11K |
| ORG Partners LLC | 0.00% | Add +1644.6% | 977 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 776 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -3.4% | 853 | $9K |
| Eastern Bank | 0.00% | No change | 850 | $9K |
| Montag A & Associates Inc. | 0.00% | No change | 840 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 820 | $9K |
| Costello Asset Management, INC | 0.00% | New | 808 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 800 | $8K |
| Rise Advisors, LLC | 0.00% | Add +1.2% | 748 | $8K |
| Cromwell Holdings LLC | 0.00% | Reduce -13.0% | 747 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 725 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 700 | $8K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 703 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 649 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -19.8% | 632 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 600 | $6K |
| SouthState Bank Corp | 0.00% | Reduce -51.9% | 598 | $6K |
| FSA Wealth Management LLC | 0.00% | No change | 592 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Add +123.0% | 582 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +23.2% | 563 | $6K |
| Addison Advisors LLC | 0.00% | Add +1313.9% | 509 | $5K |
| Founders Capital Management | 0.00% | No change | 500 | $5K |
| Transce3nd, LLC | 0.00% | New | 500 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 488 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Add +43.2% | 421 | $4K |
| Spire Wealth Management | 0.00% | Reduce -17.0% | 404 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -87.7% | 399 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 388 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 382 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +10.2% | 369 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | Reduce -18.0% | 364 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 359 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -37.5% | 346 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 335 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -34.9% | 341 | $4K |
| Beacon Capital Management, LLC | 0.00% | Add +55.7% | 274 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 272 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 215 | $3K |
| MV Capital Management, Inc. | 0.00% | Reduce -49.3% | 244 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 186 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 227 | $2K |
| Abound Wealth Management | 0.00% | Add +27.3% | 224 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 222 | $2K |
| Sachetta, LLC | 0.00% | Reduce -25.7% | 211 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | New | 200 | $2K |
| Hemington Wealth Management | 0.00% | Reduce -18.9% | 214 | $2K |
| Smithfield Trust Co | 0.00% | No change | 162 | $2K |
| Kilter Group LLC | 0.00% | New | 170 | $2K |
| Howard Hughes Medical Institute | 0.00% | New | 153 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -28.7% | 144 | $2K |
| Sierra Ocean, LLC | 0.00% | Add +189.8% | 142 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 138 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +20.2% | 137 | $1K |
| New Millennium Group LLC | 0.00% | No change | 134 | $1K |
| DT Investment Partners, LLC | 0.00% | Reduce -67.0% | 125 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -3.9% | 123 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 97 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.0% | 103 | $1K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 100 | $1K |
| Manchester Capital Management LLC | 0.00% | Reduce -54.3% | 97 | $1K |
| Navigoe, LLC | 0.00% | No change | 135 | $1K |
| Avion Wealth | 0.00% | Add +68.3% | 101 | $1K |
| Tsfg, LLC | 0.00% | No change | 50 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 91 | $957 |
| Anchor Investment Management, LLC | 0.00% | No change | 90 | $947 |
| True Wealth Design, LLC | 0.00% | Reduce -18.5% | 66 | $695 |
| Whipplewood Advisors, LLC | 0.00% | New | 61 | $642 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 57 | $600 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -76.6% | 49 | $525 |
| Legacy Investment Solutions, LLC | 0.00% | — | 46 | $484 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 46 | $484 |
| Wolff Wiese Magana LLC | 0.00% | Reduce -92.5% | 40 | $421 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 38 | $400 |
| Richardson Financial Services Inc. | 0.00% | No change | 37 | $389 |
| Oakworth Capital, Inc. | 0.00% | No change | 28 | $295 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -74.3% | 26 | $274 |
| Dunhill Financial, LLC | 0.00% | Reduce -83.1% | 25 | $264 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -70.6% | 25 | $263 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +50.0% | 24 | $253 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 23 | $242 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -64.5% | 22 | $231 |
| Grove Bank & Trust | 0.00% | New | 22 | $231 |
| Key Financial Inc | 0.00% | No change | 21 | $221 |
| TFC Financial Management, Inc. | 0.00% | New | 18 | $190 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 18 | $189 |
| Strengthening Families & Communities, LLC | 0.00% | New | 15 | $158 |
| HFM Investment Advisors, LLC | 0.00% | Add +133.3% | 14 | $147 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -58.3% | 10 | $111 |
| Tortoise Investment Management, LLC | 0.00% | New | 8 | $84 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 7 | $73 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 6 | $63 |
| Quaker Wealth Management, LLC | 0.00% | — | 4 | $43 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $11 |
"% of holder's portfolio" is AES's weight in each manager's 13F, not the share of AES Corp. the manager owns.