AESAES

13F holders, Q3 2025 (September 30)
705holders +21
101new positions
76sold out
8famous investors
$13.16avg. 13F price*

At the end of Q3 2025, 705 institutions reported holding AES Corp. (AES) in their 13F filings, up 21 from Q2 2025. 101 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($600.3M) and State Street Corp. ($574.0M). 8 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors'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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions101$84.9M
Exits76$45.2M

All 13F filers, Q2 2025 → Q3 2025: 46,916,235 shares bought and 74,727,879 shares sold, net −27,811,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 705 holders

Vanguard Group Inc. 0.02% Add +0.3% 87,404,252 $1.2B
BlackRock, Inc. 0.01% Add +1.5% 45,615,905 $600.3M
State Street Corp. 0.02% Reduce -0.3% 43,614,636 $574.0M
Ameriprise Financial Inc. 0.11% Add +3.1% 34,914,149 $459.5M
Morgan Stanley 0.02% Add +6.4% 28,567,968 $376.0M
Orbis Allan Gray Ltd 1.46% Reduce -6.1% 25,933,967 $341.3M
Geode Capital Management, LLC 0.02% Add +5.4% 25,702,000 $337.8M
FMR LLC 0.02% Reduce -11.2% 23,972,877 $315.5M
Invesco Ltd. 0.04% Reduce -11.5% 19,351,645 $254.7M
Capital International Investors 0.03% Reduce -36.5% 13,700,796 $180.3M
Bank of America Corp. 0.01% Add +3.9% 12,945,757 $170.4M
Capital World Investors 0.02% Reduce -27.0% 11,384,705 $149.8M
Citadel Advisors 0.11% Add +293.3% 10,335,800 $136.0M
Goldman Sachs Group Inc. 0.02% Reduce -16.5% 9,276,775 $122.1M
CBRE Investment Management Listed Real Assets LLC 1.48% Add +0.9% 7,882,251 $103.7M
Northern Trust Corp. 0.01% Add +1.2% 7,858,144 $103.4M
Charles Schwab Investment Management Inc. 0.02% Add +1.7% 7,533,076 $99.1M
First Trust Advisors LP 0.07% Reduce -5.6% 7,121,747 $93.7M
Dimensional Fund Advisors LP 0.02% Add +6.9% 6,598,159 $86.8M
Sound Shore Management Inc 2.56% Reduce -26.9% 5,895,812 $77.6M
Empower Advisory Group, LLC 0.18% Add +2.4% 4,871,476 $64.1M
Jane Street Group, LLC 0.07% Add +93.8% 4,581,845 $60.3M
UBS Group AG 0.01% Reduce -8.9% 4,567,212 $60.1M
Bank of New York Mellon Corp 0.01% Add +7.4% 4,561,442 $60.0M
Yaupon Capital Management LP 2.96% Add +338.3% 4,360,221 $57.4M
Tudor Investment Corporation 0.38% Add +309.9% 4,253,359 $56.0M
Douglas Lane & Associates, LLC 0.69% Add +0.0% 3,788,631 $49.9M
Ensign Peak Advisors, Inc 0.08% Add +13.8% 3,734,930 $49.2M
Gabelli Funds LLC 0.33% Reduce -1.0% 3,634,700 $47.8M
M&G PLC 0.25% Reduce -46.7% 3,401,082 $44.2M
Barclays PLC 0.02% Add +100.3% 3,303,501 $43.5M
Citigroup Inc. 0.03% Add +6.6% 3,290,693 $43.3M
JPMorgan Chase & Co. 0.00% Reduce -3.7% 3,247,564 $42.7M
Squarepoint Ops LLC 0.09% Add +218.4% 3,204,345 $42.2M
SG Americas Securities, LLC 0.15% Add +369.8% 3,126,053 $41.1M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -10.6% 2,759,431 $36.3M
Raymond James Financial Inc. 0.01% Reduce -9.7% 2,646,438 $34.8M
Royal Bank of Canada 0.01% Reduce -15.3% 2,507,428 $33.0M
Marshall Wace, LLP 0.04% Reduce -39.1% 2,456,045 $32.3M
Bruni J V & Co. 3.08% Add +0.2% 2,315,759 $30.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -9.3% 2,243,114 $29.5M
Deutsche Bank AG 0.01% Reduce -4.8% 2,196,525 $28.9M
CastleKnight Management LP 1.42% Reduce -20.4% 1,991,100 $26.2M
Envestnet Asset Management Inc. 0.01% Reduce -7.9% 1,967,155 $25.9M
Diameter Capital Partners LP 2.52% New 1,825,000 $24.0M
North Star Asset Management Inc. 0.95% Add +2.6% 1,775,844 $23.4M
Man Group plc 0.04% Add +2.0% 1,704,311 $22.4M
NFJ Investment Group, LLC 0.76% Add +2.2% 1,682,463 $22.1M
AQR Capital Management 0.01% Add +47.1% 1,579,152 $20.8M
Wells Fargo & Company 0.00% Reduce -4.0% 1,576,033 $20.7M
Legal & General Group Plc 0.00% Reduce -30.6% 1,496,353 $19.7M
Nuveen, LLC 0.01% Reduce -10.9% 1,432,094 $18.8M
Alliancebernstein L.P. 0.01% Add +6.0% 1,427,679 $18.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -39.1% 1,400,203 $18.4M
HighTower Advisors, LLC 0.02% Reduce -7.0% 1,385,003 $18.2M
Swiss National Bank 0.01% Add +1.5% 1,380,600 $18.2M
BNP Paribas Financial Markets 0.01% Add +8.0% 1,379,262 $18.2M
Rhumbline Advisers 0.01% Add +0.4% 1,329,577 $17.5M
CSM Advisors, LLC 0.48% Add +14.9% 1,305,409 $17.2M
American Century Companies Inc. 0.01% Reduce -48.6% 1,259,402 $16.6M
California Public Employees Retirement System 0.01% Add +11.5% 1,248,792 $16.4M
Energy Income Partners, LLC 0.31% Reduce -3.0% 1,240,403 $16.3M
Russell Investments Group, Ltd. 0.02% Add +15.5% 1,217,599 $16.0M
Millennium Management 0.01% Add +156.0% 1,209,566 $15.9M
Evergreen Capital Management LLC 0.37% Reduce -19.3% 1,196,335 $15.7M
Thrivent Financial for Lutherans 0.03% Reduce -28.3% 1,110,449 $14.6M
Madison Asset Management, LLC 0.16% Add +0.1% 1,094,000 $14.4M
Cerity Partners LLC 0.02% Add +10.8% 1,087,287 $14.3M
T. Rowe Price Associates Inc. 0.00% Add +1.6% 1,042,741 $13.7M
LPL Financial LLC 0.00% Add +11.6% 1,029,537 $13.5M
Algert Global LLC 0.23% Add +34.3% 1,027,426 $13.5M
HSBC Holdings PLC 0.01% Reduce -67.8% 1,004,152 $13.2M
Swiss Life Asset Management Ltd 0.07% Reduce -1.5% 959,636 $12.6M
Susquehanna Portfolio Strategies, LLC 0.20% Reduce -9.8% 934,315 $12.3M
Rock Point Advisors, LLC 3.25% Reduce -18.4% 932,777 $12.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +1218.3% 848,620 $11.2M
Franklin Resources Inc. 0.00% Reduce -69.4% 847,094 $11.1M
Focus Partners Wealth 0.02% Add +1990.9% 819,749 $11.1M
Stephens Inc. 0.14% Add +4.8% 829,515 $10.9M
Group One Trading LLC 0.32% Add +62.9% 801,531 $10.5M
Principal Financial Group Inc. 0.01% Reduce -1.4% 788,385 $10.4M
Rockefeller Capital Management L.P. 0.02% Reduce -41.0% 769,058 $10.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +2.4% 753,010 $9.9M
Lazard Asset Management LLC 0.01% Reduce -22.4% 751,771 $9.9M
Oppenheimer Asset Management Inc. 0.11% Add +1.5% 750,698 $9.9M
Advisors Asset Management, Inc. 0.16% Add +21.8% 735,609 $9.7M
Assenagon Asset Management S.A. 0.01% Add +443.4% 727,934 $9.6M
Bank of Montreal 0.00% Add +14.0% 723,955 $9.5M
California State Teachers Retirement System 0.01% Add +0.0% 676,871 $8.9M
Stifel Financial Corp. 0.01% Reduce -7.0% 674,433 $8.9M
New York State Teachers Retirement System 0.02% Add +0.9% 664,995 $8.8M
GAMCO Investors 0.08% Add +0.7% 657,700 $8.7M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -0.6% 648,212 $8.5M
D. E. Shaw & Co. 0.01% Reduce -74.3% 640,946 $8.4M
Susquehanna Fundamental Investments, LLC 0.33% No change 638,261 $8.4M
Engineers Gate Manager LP 0.10% Add +380.9% 632,057 $8.3M
State Board of Administration of Florida Retirement System 0.01% Reduce -5.4% 619,495 $8.2M
Trexquant Investment LP 0.08% Add +360.0% 598,584 $7.9M
Quinn Opportunity Partners LLC 0.57% Add +3.5% 592,435 $7.8M
Aquatic Capital Management LLC 0.14% Add +59.0% 592,084 $7.8M
Amundi 0.00% Add +38.0% 476,570 $6.8M
RWC Asset Management LLP 0.38% Add +39.6% 514,592 $6.8M
LMCG Investments, LLC 0.38% Reduce -0.1% 492,009 $6.5M
Prudential Financial Inc. 0.01% Reduce -63.4% 490,528 $6.5M
Janney Montgomery Scott LLC 0.01% Reduce -0.4% 468,325 $6.2M
Sei Investments Co. 0.01% Reduce -13.5% 463,423 $6.1M
State of Wisconsin Investment Board 0.01% Add +0.0% 460,835 $6.1M
National Bank of Canada 0.01% Reduce -28.4% 460,057 $6.1M
Nishkama Capital, LLC 0.53% New 450,150 $5.9M
Quantbot Technologies LP 0.16% Reduce -50.6% 436,120 $5.7M
Vontobel Holding Ltd. 0.02% Add +15.2% 432,336 $5.7M
Simplex Trading, LLC 0.12% Reduce -25.1% 419,971 $5.5M
Calydon Capital 0.87% Add +12.5% 414,375 $5.5M
NewEdge Advisors, LLC 0.02% Add +30.5% 387,212 $5.1M
Twinbeech Capital LP 0.20% Add +28.2% 386,927 $5.1M
Vennlight Capital Management, LP 6.59% Reduce -9.3% 384,814 $5.1M
First Financial Bankshares Inc 0.10% Reduce -49.9% 379,474 $5.0M
Federation des caisses Desjardins du Quebec 0.02% Add +6160.2% 367,789 $4.8M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -3.4% 364,011 $4.8M
Calamos Advisors LLC 0.03% No change 359,808 $4.7M
Two Sigma Investments, LP 0.01% Reduce -77.6% 358,700 $4.7M
Ausbil Investment Management Ltd 2.49% Add +64.4% 303,476 $4.7M
Quantinno Capital Management LP 0.01% Add +29.4% 351,479 $4.6M
BI Asset Management Fondsmaeglerselskab A/S 0.04% New 348,370 $4.6M
TD Waterhouse Canada Inc. 0.03% New 290,503 $4.5M
Janus Henderson Group PLC 0.00% No change 334,577 $4.4M
River Road Asset Management, LLC 0.05% Reduce -0.2% 333,976 $4.4M
Tritonpoint Wealth, LLC 0.36% Add +3.6% 321,080 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -84.1% 320,261 $4.2M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 319,192 $4.2M
Police & Firemen's Retirement System of New Jersey 0.03% Add +16.8% 314,801 $4.1M
Saba Capital Management, L.P. 0.14% Reduce -15.7% 311,582 $4.1M
WASHINGTON TRUST Co 0.13% Add +0.5% 311,195 $4.1M
Edgestream Partners, L.P. 0.12% Reduce -44.2% 310,913 $4.1M
New York State Common Retirement Fund 0.01% Add +8.9% 305,910 $4.0M
Carson Advisory Inc. 2.16% Add +2.5% 304,979 $4.0M
Nisa Investment Advisors, LLC 0.02% Reduce -4.4% 302,527 $4.0M
Teacher Retirement System of Texas 0.02% Reduce -1.5% 297,435 $3.9M
Jump Financial, LLC 0.05% Reduce -81.2% 290,145 $3.8M
Wakefield Asset Management LLLP 1.02% Reduce -6.9% 285,256 $3.8M
Brandywine Global Investment Management, LLC 0.03% New 281,297 $3.7M
Community Trust & Investment Co. 0.20% Reduce -4.5% 277,984 $3.7M
Gotham Asset Management 0.02% Add +75.9% 276,523 $3.6M
Howard Capital Management, LLC 0.05% Add +0.3% 271,485 $3.6M
Leibman Financial Services, Inc. 2.71% Reduce -13.1% 270,857 $3.6M
ExodusPoint Capital Management, LP 0.05% Add +224.2% 270,048 $3.6M
Mackenzie Financial Corp. 0.00% Add +107.9% 267,904 $3.5M
Slagle Financial, LLC 1.26% Add +2.8% 260,604 $3.4M
Guggenheim Capital LLC 0.03% Reduce -1.7% 258,627 $3.4M
Brevan Howard Capital Management LP 0.05% Reduce -58.4% 254,807 $3.4M
Y-Intercept (Hong Kong) Ltd 0.08% New 254,534 $3.3M
Gould Capital, LLC 2.06% Reduce -0.2% 252,984 $3.3M
State of New Jersey Common Pension Fund D 0.01% Add +4.3% 250,552 $3.3M
Empowered Funds, LLC 0.03% Add +525.4% 249,641 $3.3M
Patrick Mauro Investment Advisor, INC. 1.65% Reduce -59.8% 239,343 $3.1M
Graham Capital Management, L.P. 0.17% Add +42.0% 237,316 $3.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +28.5% 236,928 $3.1M
Venture Visionary Partners LLC 0.11% Add +2.6% 236,883 $3.1M
Capital Group Private Client Services, Inc. 0.05% Reduce -76.0% 233,806 $3.1M
Intact Investment Management Inc. 0.09% Reduce -47.0% 233,800 $3.1M
ProShare Advisors LLC 0.01% Reduce -0.8% 230,159 $3.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +30.3% 228,608 $3.0M
Capital Fund Management S.A. 0.03% New 222,650 $2.9M
Great Lakes Advisors, LLC 0.02% New 221,943 $2.9M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 221,790 $2.9M
Governors Lane LP 0.40% New 219,400 $2.9M
Parallax Volatility Advisers, L.P. 0.10% Reduce -66.0% 214,663 $2.8M
Macquarie Group Ltd. 0.00% Reduce -4.9% 212,517 $2.8M
Arizona State Retirement System 0.01% Add +1.4% 210,667 $2.8M
Collar Capital Management, LLC 1.90% Add +3.2% 204,688 $2.7M
Cetera Investment Advisers 0.00% Add +37.2% 204,657 $2.7M
Wbi Investments, LLC 0.67% Reduce -19.7% 200,191 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.8% 197,522 $2.6M
Coldstream Capital Management Inc. 0.03% Add +3.9% 195,551 $2.6M
State of Michigan Retirement System 0.01% Reduce -0.2% 192,595 $2.5M
Cubist Systematic Strategies, LLC 0.03% New 187,921 $2.5M
Retirement Solution LLC 0.57% No change 182,925 $2.4M
Credit Agricole S A 0.01% — 182,676 $2.4M
Czech National Bank 0.02% Add +3.9% 180,846 $2.4M
Weaver C. Barksdale & Associates, Inc. 2.27% Reduce -6.1% 179,367 $2.4M
Cozad Asset Management Inc. 0.19% Reduce -0.3% 178,398 $2.3M
MetLife Investment Management, LLC 0.01% Reduce -2.6% 176,635 $2.3M
PNC Financial Services Group, Inc. 0.00% Add +37.6% 176,332 $2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.1% 170,989 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -5.8% 154,661 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +9.5% 158,728 $2.1M
OMERS ADMINISTRATION Corp 0.01% No change 157,693 $2.1M
Campbell & CO Investment Adviser LLC 0.15% Add +152.2% 155,372 $2.0M
State of Tennessee, Department of Treasury 0.01% Add +106.7% 153,859 $2.0M
Public Sector Pension Investment Board 0.01% Add +4.4% 153,566 $2.0M
SVB Wealth LLC 0.11% Reduce -19.7% 153,310 $2.0M
Retirement Systems of Alabama 0.01% Reduce -0.6% 151,893 $2.0M
Twin Tree Management, LP 0.09% New 151,639 $2.0M
Voya Investment Management LLC 0.00% Reduce -23.2% 151,521 $2.0M
Verition Fund Management LLC 0.01% Add +0.8% 151,432 $2.0M
UniSuper Management Pty Ltd 0.01% Add +1.1% 148,476 $2.0M
&partners 0.01% Add +29.1% 147,869 $1.9M
Aventail Capital Group, LP 0.09% Reduce -65.0% 147,705 $1.9M
Quadrature Capital Ltd 0.02% New 147,191 $1.9M
TD Asset Management Inc 0.00% Reduce -2.3% 146,614 $1.9M
Toronto Dominion Bank 0.00% Reduce -8.4% 144,937 $1.9M
Osaic Holdings, Inc. 0.00% Add +252.5% 140,086 $1.9M
Avenir Corp. 0.19% Reduce -27.1% 138,942 $1.8M
Atria Investments, Inc 0.02% Reduce -13.5% 138,840 $1.8M
Arcadia Investment Management Corp. 0.28% Reduce -34.5% 138,555 $1.8M
Creative Planning 0.00% Add +91.5% 137,898 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.8% 137,690 $1.8M
Comerica Bank 0.01% Reduce -4.8% 135,619 $1.8M
Amalgamated Bank 0.01% Reduce -1.9% 134,953 $1.8M
United Capital Financial Advisors, LLC 0.01% Add +14.1% 134,910 $1.8M
Caption Management, LLC 0.11% Reduce -39.2% 134,000 $1.8M
Carret Asset Management, LLC 0.17% Reduce -1.4% 133,736 $1.8M
Pictet Asset Management Holding SA 0.00% Reduce -22.1% 132,880 $1.7M
Huntington National Bank 0.01% Reduce -36.3% 132,604 $1.7M
Monarch Capital Management Inc. 0.43% Add +4.4% 132,556 $1.7M
Sanctuary Advisors, LLC 0.01% Add +19.8% 132,165 $1.7M
Corrado Advisors, LLC 0.92% Add +36.4% 130,252 $1.7M
Truist Financial Corp. 0.00% Reduce -7.8% 129,107 $1.7M
MML Investors Services, LLC 0.00% Reduce -7.2% 128,291 $1.7M
Acorn Financial Advisory Services Inc. 0.26% Reduce -3.2% 127,252 $1.7M
Ardsley Advisory Partners LP 0.25% Add +25.0% 125,000 $1.6M
Himension Capital (singapore) Pte. LTD. 0.10% New 124,856 $1.6M
Assetmark, Inc. 0.00% Add +9.8% 124,032 $1.6M
Clear Harbor Asset Management, LLC 0.11% Reduce -29.1% 123,001 $1.6M
NorthCoast Asset Management LLC 0.01% Reduce -3.0% 122,157 $1.6M
Walleye Trading LLC 0.03% Reduce -36.1% 121,562 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Reduce -79.2% 118,051 $1.6M
Utah Retirement Systems 0.01% No change 116,629 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +0.0% 116,615 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -34.1% 114,583 $1.5M
Arvest Bank Trust Division 0.08% Reduce -37.0% 114,186 $1.5M
Captrust Financial Advisors 0.00% Add +153.1% 113,690 $1.5M
Wolverine Trading, LLC 0.03% Reduce -30.0% 112,473 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -6.1% 112,253 $1.5M
RFG Advisory, LLC 0.03% Reduce -1.3% 110,809 $1.5M
Neuberger Berman Group LLC 0.00% Add +7.1% 110,033 $1.4M
Gsa Capital Partners LLP 0.12% Reduce -2.6% 108,957 $1.4M
Natixis Advisors, LLC 0.00% Add +138.1% 108,877 $1.4M
Icon Advisers Inc. 0.31% Add +38.7% 107,114 $1.4M
Investors Research Corp 0.26% No change 105,975 $1.4M
Lewis Asset Management, LLC 0.57% Add +36.6% 104,698 $1.4M
Ontario Teachers Pension Plan Board 0.03% Reduce -36.3% 103,860 $1.4M
MFG Wealth Management, Inc. 1.02% New 102,780 $1.4M
Old Second National Bank of Aurora 0.27% Add +2.1% 101,349 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +8.7% 99,751 $1.3M
Holocene Advisors, LP 0.00% Reduce -62.4% 99,585 $1.3M
UMB Bank, n.a. 0.02% Add +21.8% 98,908 $1.3M
AdvisorNet Financial, Inc 0.07% Reduce -0.6% 98,032 $1.3M
Redwood Investment Management, LLC 0.14% Reduce -44.0% 97,660 $1.3M
Korea Investment CORP 0.00% Reduce -62.9% 97,452 $1.3M
Victory Capital Management Inc. 0.00% Reduce -9.8% 96,592 $1.3M
Andra AP-fonden 0.02% Add +120.0% 96,032 $1.3M
New York Life Investment Management LLC 0.01% Reduce -0.0% 95,527 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -1.4% 95,512 $1.3M
Bangor Savings Bank 0.10% Add +140.1% 95,156 $1.3M
Woodline Partners LP 0.01% Add +22.2% 94,011 $1.2M
Burney Co./ 0.04% Add +128.4% 93,881 $1.2M
Corient Private Wealth LP 0.00% Reduce -7.1% 93,666 $1.2M
Pacer Advisors, Inc. 0.00% Add +63.4% 93,469 $1.2M
Jones Financial Companies LLLP 0.00% Add +19.1% 91,812 $1.2M
CIBC Asset Management Inc 0.00% Reduce -0.1% 90,511 $1.2M
NEOS Investment Management LLC 0.01% Add +45.0% 90,475 $1.2M
Bridgefront Capital, LLC 0.35% Add +25.3% 90,112 $1.2M
Portside Wealth Group, LLC 0.16% Add +10.4% 88,887 $1.2M
A. D. Beadell Investment Counsel, Inc. 0.79% Add +4.0% 88,250 $1.2M
Avity Investment Management Inc. 0.08% Reduce -2.8% 87,500 $1.2M
Loomis Sayles & Co. L P 0.00% New 86,430 $1.1M
Convergence Investment Partners, LLC 0.25% New 85,970 $1.1M
Advisory Services Network, LLC 0.02% Add +29.0% 85,820 $1.1M
Moody National Bank Trust Division 0.09% Add +9.4% 85,337 $1.1M
Arvest Investments, Inc. 0.16% Reduce -34.9% 84,827 $1.1M
Clearstead Advisors, LLC 0.02% Reduce -0.7% 84,035 $1.1M
WJ Financial Advisors LLC 1.07% — 84,010 $1.1M
Massachusetts Financial Services Co. 0.00% Reduce -98.9% 82,012 $1.1M
Oregon Public Employees Retirement Fund 0.01% Add +32.4% 81,410 $1.1M
Voloridge Investment Management, LLC 0.00% Add +20.1% 80,827 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.4% 80,763 $1.1M
Mork Capital Management, LLC 0.71% No change 78,400 $1.0M
Ridgewood Investments LLC 0.43% Reduce -0.6% 78,343 $1.0M
Mutual Advisors, LLC 0.02% Reduce -0.9% 72,327 $1.0M
DekaBank Deutsche Girozentrale 0.00% No change 78,144 $1.0M
Mutual of America Capital Management LLC 0.01% Reduce -5.5% 77,170 $1.0M
Credit Capital Investments LLC 1.13% New 77,000 $1.0M
Advisors Preferred, LLC 0.15% New 65,901 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Add +5.2% 76,874 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -3.8% 76,723 $1.0M
DAVENPORT & Co LLC 0.01% Reduce -2.5% 76,389 $1.0M
Perigon Wealth Management, LLC 0.02% Add +3.8% 76,288 $1.0M
Benjamin Edwards Inc. 0.01% Add +1.8% 76,039 $1.0M
Balyasny Asset Management L.P. 0.00% Reduce -91.5% 75,922 $999K
Rafferty Asset Management, LLC 0.00% Reduce -2.0% 74,960 $986K
Lynx Investment Advisory 0.59% Reduce -4.1% 74,485 $980K
CIBC Bancorp USA Inc. 0.01% — 72,707 $957K
Qsemble Capital Management, LP 0.09% New 71,687 $943K
Picton Mahoney Asset Management 0.01% New 71,467 $940K
Fifth Third Bancorp 0.00% Add +9.5% 70,842 $932K
Public Employees Retirement Association of Colorado 0.00% No change 70,743 $931K
Cambria Investment Management, L.P. 0.06% New 70,058 $922K
Eagle Harbor Asset Management Inc. 0.80% Add +7.6% 69,997 $921K
Camelot Portfolios, LLC 0.54% Reduce -3.7% 68,770 $905K
Whittier Trust Co. 0.01% Reduce -6.1% 61,479 $896K
Alps Advisors Inc. 0.01% Add +78.5% 68,036 $895K
Gibbs Wealth Management 0.20% Reduce -13.3% 67,701 $891K
Sterling Capital Management LLC 0.01% Reduce -6.0% 66,195 $871K
Smith, Moore & Co. 0.07% Add +7.5% 65,788 $866K
Norden Group LLC 0.09% Add +14.0% 65,486 $862K
Cibc World Market Inc. 0.00% Add +18.1% 65,229 $858K
Kovack Advisors, Inc. 0.08% Reduce -5.2% 64,114 $844K
Moors & Cabot, Inc. 0.04% Reduce -0.1% 63,812 $840K
Douglass Winthrop Advisors, LLC 0.01% Add +0.2% 63,098 $830K
Mariner, LLC 0.00% Reduce -36.8% 63,052 $830K
J. Safra Sarasin Holding AG 0.01% Reduce -2.6% 62,493 $822K
Huber Capital Management LLC 0.13% Reduce -7.4% 62,193 $818K
Marex Group Ltd 0.01% Add +9.1% 61,405 $808K
Studio Investment Management LLC 0.15% Reduce -1.1% 61,383 $808K
Fox Run Management, L.L.C. 0.12% New 60,456 $796K
M&T Bank Corp 0.00% Add +7.2% 60,326 $794K
Summit Securities Group LLC 0.26% Add +156.3% 59,928 $789K
US Bancorp \de 0.00% Add +8.0% 59,129 $778K
Miller Howard Investments Inc. 0.02% Add +3.7% 57,869 $762K
A&I Financial Services, LLC 0.37% Reduce -2.4% 49,398 $759K
XTX Topco Ltd 0.04% Add +153.7% 57,610 $758K
Rakuten Investment Management, Inc. 0.00% — 57,452 $756K
Private Advisor Group, LLC 0.00% Reduce -1.3% 57,235 $753K
Xponance LLC 0.01% Reduce -11.4% 56,460 $743K
Tower Research Capital LLC (TRC) 0.02% Add +345.6% 56,034 $737K
Teachers Retirement System of the State of Kentucky 0.01% No change 55,702 $733K
Bramshill Investments, LLC 0.05% New 55,655 $732K
Capital International Sarl 0.01% Reduce -82.5% 53,668 $706K
Mizuho Securities USA LLC 0.01% Add +5.4% 51,861 $702K
One Capital Management, LLC 0.02% No change 52,325 $689K
Daiwa Securities Group Inc. 0.00% Add +5.6% 51,487 $678K
Integrated Wealth Concepts LLC 0.01% Add +361.3% 51,489 $678K
Bleakley Financial Group, LLC 0.02% Add +1.5% 50,997 $671K
Pathstone Holdings, LLC 0.00% Add +18.3% 48,779 $642K
Sherbrooke Park Advisers LLC 0.30% Reduce -0.4% 48,740 $641K
Aberdeen Group plc 0.00% Add +10.7% 48,401 $637K
HAP Trading, LLC 0.17% — 48,159 $634K
Capital International, Inc. 0.01% Reduce -63.6% 47,525 $625K
Dark Forest Capital Management LP 0.02% Reduce -70.5% 47,064 $619K
Oak Family Advisors, LLC 0.20% Reduce -86.4% 46,039 $606K
Verus Capital Partners, LLC 0.05% Add +36.5% 45,770 $602K
iSAM Funds (UK) Ltd 0.12% Add +227.8% 45,661 $601K
Cwm, LLC 0.00% Add +22.7% 44,773 $589K
Summit Trail Advisors, LLC 0.01% New 44,173 $581K
Farringdon Capital, Ltd. 0.15% Add +38.2% 43,737 $576K
Diversify Wealth Management, LLC 0.03% Reduce -15.3% 42,023 $572K
Snowden Capital Advisors LLC 0.02% Reduce -9.4% 43,137 $568K
Wellington Shields & Co., LLC 0.15% No change 42,586 $560K
Levin Capital Strategies, L.P. 0.05% Add +41.7% 42,499 $559K
Entropy Technologies, LP 0.04% New 42,353 $557K
Hartford Investment Management Co. 0.02% Reduce -3.4% 41,532 $547K
Union Bancaire Privee, UBP SA 0.01% Add +83.3% 47,432 $546K
Concentric Capital Strategies, LP 0.03% New 41,054 $540K
Glenmede Investment Management, LP 0.00% Add +3.0% 39,936 $526K
Aigen Investment Management, LP 0.08% Add +33.8% 39,403 $519K
Townsquare Capital LLC 0.08% Reduce -41.8% 38,942 $512K
Allspring Global Investments Holdings, LLC 0.00% Add +1.7% 32,876 $505K
Wealthspire Advisors, LLC 0.00% New 38,328 $504K
Point72 Asset Management 0.00% Reduce -99.3% 38,075 $501K
Louisiana State Employees Retirement System 0.01% Reduce -0.5% 37,400 $492K
Profund Advisors LLC 0.02% Add +4.0% 37,218 $490K
Compound Planning, Inc. 0.02% Add +247.0% 36,890 $485K
Prospera Financial Services Inc 0.01% Add +5.5% 36,795 $484K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -11.6% 36,615 $482K
Praxis Investment Management Inc. 0.03% No change 36,490 $480K
Vestcor Inc 0.01% Reduce -13.2% 36,100 $475K
Park Avenue Securities LLC 0.00% Add +0.1% 35,864 $472K
Cloverfields Capital Group, LP 0.15% Reduce -36.2% 35,262 $464K
Valeo Financial Advisors, LLC 0.01% Reduce -1.2% 35,189 $463K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.7% 35,102 $462K
HB Wealth Management, LLC 0.00% Add +21.0% 34,661 $456K
Penn Mutual Asset Management 1.11% No change 34,500 $454K
Spirit of America Management Corp. 0.09% No change 34,500 $454K
Securian Asset Management, Inc. 0.01% Reduce -7.3% 34,388 $453K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -50.4% 34,116 $449K
River Street Advisors LLC 0.17% Add +9.3% 33,657 $443K
Cresset Asset Management, LLC 0.00% Add +0.4% 33,573 $442K
Maryland State Retirement & Pension System 0.01% No change 33,144 $436K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +42.3% 33,254 $436K
Quadcap Wealth Management, LLC 0.05% Reduce -0.3% 32,943 $434K
Crossmark Global Holdings, Inc. 0.01% Add +0.0% 32,888 $433K
New Mexico Educational Retirement Board 0.01% Reduce -3.3% 32,122 $423K
South Dakota Investment Council 0.01% Reduce -15.3% 32,169 $423K
Truvestments Capital LLC 0.08% New 31,905 $420K
Alberta Investment Management Corp 0.00% No change 31,800 $418K
Norinchukin Bank, The 0.01% Reduce -0.8% 31,600 $416K
Beacon Investment Advisory Services, Inc. 0.02% Add +130.7% 30,801 $405K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.3% 27,635 $403K
Wealthcare Advisory Partners LLC 0.01% Add +1.3% 30,539 $402K
AE Wealth Management LLC 0.00% Add +9.5% 30,441 $401K
Exchange Traded Concepts, LLC 0.00% Reduce -4.9% 30,335 $399K
Argent Trust Co 0.01% Add +50.1% 30,138 $397K
Viking Fund Management LLC 0.05% Reduce -89.3% 30,000 $395K
State of Wyoming 0.04% New 29,801 $392K
GAMMA Investing LLC 0.02% Add +227.1% 29,752 $392K
Cowa, LLC 0.14% Add +20.3% 29,292 $385K
BCM Advisors, LLC 0.08% No change 26,620 $385K
Wellington Shields Capital Management, LLC 0.06% Reduce -0.9% 29,204 $384K
Nomura Asset Management Co. Ltd. 0.00% Reduce -0.7% 28,967 $381K
O'shaughnessy Asset Management, LLC 0.00% Add +78.7% 28,798 $379K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.2% 28,695 $378K
PEAK6 LLC 0.01% Reduce -87.6% 28,647 $377K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.7% 28,188 $371K
Zions Bancorporation, National Association 0.02% Add +9.9% 27,729 $365K
AlphaQuest LLC 0.02% Reduce -47.3% 27,050 $356K
Groupama Asset Managment 0.01% New 26,990 $355K
Sigma Planning Corp 0.01% New 26,911 $354K
Sageworth Trust Co 0.02% New 26,845 $353K
Baker Tilly Wealth Management, LLC 0.08% Add +3.6% 25,958 $342K
Meeder Asset Management Inc. 0.02% Add +1.3% 25,882 $341K
Asset Management One Co., Ltd. 0.00% Reduce -79.5% 25,696 $338K
Mercer Global Advisors Inc. 0.00% Add +15.0% 25,638 $337K
Wallace Advisory Group, LLC 0.27% Reduce -11.6% 31,976 $336K
Severin Investments, LLC 0.30% New 25,361 $334K
SeaCrest Wealth Management, LLC 0.04% Reduce -6.6% 22,647 $334K
Bessemer Group Inc. 0.00% Add +11.1% 25,373 $333K
Cannell & Spears LLC 0.01% Reduce -6.9% 25,155 $331K
Premier Fund Managers Ltd 0.01% Reduce -50.0% 25,000 $329K
Merit Financial Group, LLC 0.00% Reduce -8.8% 24,135 $318K
DRW Securities, LLC 0.02% New 23,501 $310K
Vinva Investment Management Ltd 0.01% Reduce -29.3% 15,498 $310K
Schroder Investment Management Group 0.00% Add +27.7% 23,270 $306K
Commerce Bank 0.00% Reduce -0.1% 23,024 $303K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -0.1% 22,693 $299K
Armistice Capital, LLC 0.01% New 22,592 $297K
Machina Capital S.A.S. 0.05% New 22,552 $297K
Diversify Advisory Services, LLC 0.01% Reduce -16.7% 21,649 $295K
Kestra Advisory Services, LLC 0.00% Add +7.4% 22,309 $294K
Clarius Group, LLC 0.02% New 22,189 $292K
V-Square Quantitative Management LLC 0.05% Add +3.2% 22,150 $291K
Elevation Point Wealth Partners, LLC 0.02% Add +44.4% 21,543 $284K
Vestmark Advisory Solutions, Inc. 0.01% New 21,543 $284K
Kestra Private Wealth Services, LLC 0.00% Reduce -8.4% 21,542 $283K
GC Wealth Management RIA, LLC 0.01% New 21,447 $282K
Patton Fund Management, Inc. 0.05% No change 21,436 $282K
Quadrant Capital Group LLC 0.01% Reduce -0.6% 21,219 $279K
Empirical Finance, LLC 0.01% Add +0.9% 20,996 $276K
Wealthfront Advisers LLC 0.00% Add +12.7% 20,877 $275K
Quest Investment Management LLC 0.03% Reduce -2.1% 20,809 $274K
Edmp, Inc. 0.21% New 20,103 $265K
CIBC Private Wealth Group LLC 0.00% Add +40.9% 20,083 $264K
SteelPeak Wealth, LLC 0.01% Reduce -8.5% 20,069 $264K
KBC Group NV 0.00% No change 20,097 $264K
Aristeia Capital, L.L.C. 0.01% New 20,003 $263K
Personal Cfo Solutions, LLC 0.05% Reduce -4.7% 19,835 $261K
Wedbush Securities Inc. 0.01% No change 19,713 $259K
Keybank National Association 0.00% Reduce -15.5% 19,602 $258K
Summit Wealth Group LLC / Co. 0.03% New 16,810 $256K
Voleon Capital Management LP 0.01% New 19,242 $253K
Mufg Securities Americas Inc. 0.02% Add +21.7% 19,201 $253K
Gilman Hill Asset Management, LLC 0.04% Add +4.8% 19,100 $251K
Elevatus Welath Management 0.07% Add +52.3% 18,987 $250K
Jackson Hole Capital Partners, LLC 0.04% New 18,638 $245K
PFG Advisors 0.01% New 18,582 $245K
Capstone Investment Advisors, LLC 0.00% Add +47.9% 18,315 $241K
Stevens Capital Management LP 0.03% Add +35.0% 18,277 $241K
FSM Wealth Advisors, LLC 0.03% Add +39.8% 18,087 $238K
North Star Investment Management Corp. 0.02% Reduce -0.1% 18,000 $237K
D.A. Davidson & Co. 0.00% Add +18.5% 17,964 $236K
GK Wealth Management LLC 0.18% Add +6.3% 17,942 $236K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 17,935 $236K
Clearstead Trust, LLC 0.04% Reduce -4.5% 17,519 $231K
BCS Wealth Management 0.05% Reduce -9.1% 17,314 $228K
Ironwood Investment Management LLC 0.10% No change 17,253 $227K
Nomura Holdings Inc. 0.00% New 17,105 $225K
STRS Ohio 0.00% Add +0.0% 16,976 $223K
Kendall Capital Management 0.05% Reduce -5.9% 16,762 $221K
Covestor Ltd 0.12% Reduce -17.3% 16,451 $217K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -98.0% 16,435 $216K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -31.9% 16,313 $215K
QRG Capital Management, Inc. 0.00% New 16,242 $214K
Wesbanco Bank Inc. 0.01% New 16,237 $214K
Metis Global Partners, LLC 0.01% Reduce -6.2% 16,222 $213K
Apollon Wealth Management, LLC 0.00% Reduce -2.9% 16,184 $213K
IRON Financial LLC 0.10% New 15,999 $211K
S&co Inc. 0.01% No change 16,000 $210K
Waverly Advisors, LLC 0.00% Add +0.3% 15,902 $209K
Phillips Wealth Planners LLC 0.17% Reduce -25.7% 14,635 $209K
Capital Investment Advisory Services, LLC 0.02% Add +13.3% 15,836 $208K
Lingohr Asset Management GmbH 0.36% New 16,027 $208K
Choreo, LLC 0.00% Reduce -15.6% 15,708 $207K
First Citizens Bank & Trust Co. 0.00% Reduce -98.2% 15,411 $203K
Legacy Advisory Services, LLC 0.15% No change 15,393 $203K
Tidal Investments LLC 0.00% New 15,383 $202K
Orion Porfolio Solutions, LLC 0.00% Add +5.4% 15,286 $201K
Peapack Gladstone Financial Corp. 0.00% Reduce -75.9% 15,263 $201K
Augustine Asset Management Inc. 0.04% Reduce -2.0% 15,012 $198K
Integrated Investment Consultants, LLC 0.03% No change 14,800 $195K
Independent Financial Group, LLC 0.00% Reduce -84.4% 14,455 $190K
Caxton Associates LLP 0.01% Reduce -68.5% 14,366 $189K
World Investment Advisors 0.00% Reduce -21.6% 14,234 $187K
R Squared Ltd 0.08% New 14,234 $187K
Blue Barn Wealth, LLC 0.08% Add +10.7% 14,104 $186K
Dorsey & Whitney Trust CO LLC 0.01% Add +36.4% 13,987 $184K
Bayesian Capital Management, LP 0.04% Reduce -59.8% 13,900 $183K
Bayforest Capital Ltd 0.09% Reduce -62.8% 13,740 $181K
Everpar Advisors LLC 0.07% Reduce -14.8% 13,735 $181K
Vise Technologies, Inc. 0.01% Reduce -5.3% 13,703 $180K
WINTON GROUP Ltd 0.01% New 13,685 $180K
MUFG Securities EMEA plc 0.00% Add +550.5% 13,629 $179K
Avantax Planning Partners, Inc. 0.01% Reduce -13.3% 13,391 $176K
Lanark Financial, Inc. 0.01% Add +0.5% 13,386 $176K
Polymer Capital Management (US) LLC 0.02% Reduce -69.4% 13,261 $175K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +22.8% 13,240 $174K
Silvercrest Asset Management Group LLC 0.00% No change 13,220 $174K
Fortress Private Ledger, LLC 0.06% No change 12,968 $171K
Birch Financial Group, LLC 0.10% New 12,823 $169K
Cidel Asset Management Inc. 0.01% No change 12,806 $169K
Permanent Capital Management, LP 0.03% — 12,695 $167K
MIdWestOne Financial Group, Inc. 0.02% No change 12,564 $165K
Fieldview Capital Management, LLC 0.03% New 12,544 $165K
Fiduciary Group, LLC 0.01% No change 12,500 $165K
Seed Wealth Management, Inc. 0.11% Reduce -38.3% 12,450 $164K
Federated Hermes, Inc. 0.00% Add +94.5% 12,375 $163K
Capula Management Ltd 0.00% New 12,372 $163K
NFSG Corp 0.02% New 12,346 $162K
CX Institutional 0.00% Add +5.2% 12,080 $159K
Coastwise Capital Group, LLC 0.11% Add +3.4% 12,081 $159K
MCF Advisors LLC 0.01% No change 12,053 $159K
IHT Wealth Management, LLC 0.00% Reduce -12.1% 11,944 $157K
Total Clarity Wealth Management, Inc. 0.04% Reduce -3.9% 11,935 $157K
Tema ETFs LLC 0.01% New 11,528 $152K
SummitTX Capital, L.P. 0.01% New 11,479 $151K
Sequoia Financial Advisors, LLC 0.00% New 11,478 $151K
Jeppson Wealth Management, LLC 0.05% New 11,421 $150K
Brown Advisory Inc. 0.00% Add +5.4% 11,378 $150K
Horizon Investments, LLC 0.00% Reduce -1.0% 11,277 $146K
Pathway Financial Advisers, LLC 0.04% New 11,058 $145K
Arrow Investment Advisors, LLC 0.16% Reduce -16.9% 11,003 $145K
NorthRock Partners, LLC 0.00% New 10,965 $144K
Parallel Advisors, LLC 0.00% Add +4.4% 10,894 $143K
Greenleaf Trust 0.00% New 10,831 $143K
Novem Group 0.02% Reduce -31.3% 10,718 $141K
Seven Mile Advisory 0.02% New 10,652 $140K
Seneca Financial Advisors LLC 0.04% No change 10,420 $137K
Mather Group, Llc. 0.00% New 10,391 $137K
Ascentis Independent Advisors 0.02% New 10,375 $137K
Meeder Advisory Services, Inc. 0.01% Reduce -9.6% 10,164 $134K
Vident Advisory, LLC 0.00% New 10,060 $132K
ING Groep NV 0.00% New 10,051 $132K
Rockbridge Asset Management LLC 0.08% No change 10,000 $132K
AdvisorShares Investments LLC 0.02% Add +54.0% 9,615 $127K
Point72 (DIFC) Ltd 0.01% New 9,138 $120K
Resona Asset Management Co.,Ltd. 0.00% Add +17.5% 8,145 $107K
Mountain Hill Investment Partners Corp. 0.09% No change 8,000 $105K
Toth Financial Advisory Corp. 0.01% No change 7,500 $99K
Arax Advisory Partners 0.00% Add +2026.9% 7,359 $97K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.2% 7,124 $94K
Sit Investment Associates Inc. 0.00% No change 7,025 $92K
Global Retirement Partners, LLC 0.00% Add +12.1% 6,738 $89K
Ameritas Investment Partners, Inc. 0.00% No change 6,720 $88K
Friedenthal Financial 0.04% New 6,271 $83K
MAI Capital Management 0.00% Reduce -5.8% 6,067 $80K
Evermay Wealth Management LLC 0.01% No change 5,300 $70K
Farther Finance Advisors, LLC 0.00% Add +10.7% 4,887 $64K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -81.3% 4,849 $64K
Financial Network Wealth Advisors LLC 0.07% Add +13.5% 4,812 $63K
CI Investments Inc. 0.00% Add +19.7% 4,752 $63K
Walleye Capital LLC 0.00% Reduce -91.5% 4,661 $61K
Signaturefd, LLC 0.00% Add +33.0% 4,484 $59K
Allworth Financial LP 0.00% Reduce -49.9% 4,411 $58K
Trust Co. of Toledo NA 0.01% No change 4,400 $58K
Harbor Investment Advisory, LLC 0.00% No change 3,659 $48K
Canada Post Corp Registered Pension Plan 0.00% No change 3,500 $46K
Parkside Financial Bank & Trust 0.00% Reduce -4.4% 3,422 $45K
TD Private Client Wealth LLC 0.00% Add +50.8% 3,401 $45K
Palisade Asset Management, LLC 0.00% New 3,400 $45K
Harbour Investments, Inc. 0.00% Add +43.5% 3,274 $43K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.9% 3,141 $41K
Brown Brothers Harriman & Co. 0.00% Add +429.6% 3,082 $41K
Private Wealth Asset Management, LLC 0.00% No change 3,056 $40K
Principal Securities, Inc. 0.00% Add +69.0% 2,799 $37K
Leonteq Securities AG 0.00% Reduce -67.2% 2,691 $35K
Cromwell Holdings LLC 0.02% Add +232.5% 2,484 $33K
CoreCap Advisors, LLC 0.00% Add +6.4% 2,423 $32K
SBI Securities Co., Ltd. 0.00% Reduce -68.0% 2,369 $31K
Hantz Financial Services, Inc. 0.00% Add +98.5% 2,374 $31K
IFP Advisors, Inc 0.00% Add +0.0% 2,279 $30K
Sentry Investment Management LLC 0.02% New 1,934 $28K
Altshuler Shaham Ltd 0.00% Add +17.2% 2,035 $27K
CVA Family Office, LLC 0.00% Add +403.5% 2,009 $26K
Bartlett & Co. Wealth Management LLC 0.00% Add +12.9% 1,964 $26K
Capital Advisors, Ltd. LLC 0.00% Reduce -0.1% 1,909 $25K
Heritage Wealth Advisors 0.00% No change 1,875 $25K
Bogart Wealth, LLC 0.00% Add +406.5% 1,869 $25K
CYBER HORNET ETFs LLC 0.02% Add +3.8% 1,841 $24K
TCTC Holdings, LLC 0.00% No change 1,797 $24K
Abound Wealth Management 0.01% Add +678.1% 1,743 $23K
Princeton Global Asset Management LLC 0.00% No change 1,738 $23K
Blue Trust, Inc. 0.00% Add +0.1% 1,731 $23K
Deseret Mutual Benefit Administrators 0.01% No change 1,709 $22K
Wilmington Savings Fund Society, FSB 0.00% Reduce -46.6% 1,706 $22K
Private Trust Co. NA 0.00% Reduce -6.1% 1,641 $22K
Versant Capital Management, Inc 0.00% Add +9.8% 1,598 $21K
Quent Capital, LLC 0.00% New 1,536 $20K
Hilltop National Bank 0.00% No change 1,500 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 1,483 $20K
Salem Investment Counselors Inc. 0.00% No change 1,450 $19K
GW&K Investment Management, LLC 0.00% Add +1.4% 1,388 $18K
Sunbelt Securities, Inc. 0.00% Add +71.4% 1,330 $18K
ORG Partners LLC 0.00% Add +32.1% 1,291 $17K
Rothschild Investment LLC 0.00% Add +13.1% 1,256 $17K
Geneos Wealth Management Inc. 0.00% Add +180.5% 1,181 $16K
Rakuten Securities, Inc. 0.01% Reduce -74.0% 1,179 $16K
Gen-Wealth Partners Inc 0.00% Reduce -5.4% 1,090 $14K
Smartleaf Asset Management LLC 0.00% Add +2008.2% 1,033 $14K
Monetary Management Group Inc. 0.00% No change 1,000 $13K
Hussman Strategic Advisors, Inc. 0.00% No change 1,000 $13K
Concord Wealth Partners 0.00% No change 1,000 $13K
Frazier Financial Advisors, LLC 0.01% No change 853 $11K
Costello Asset Management, INC 0.00% Add +5.2% 850 $11K
Eastern Bank 0.00% No change 850 $11K
Montag A & Associates Inc. 0.00% No change 840 $11K
Aspect Partners, LLC 0.00% No change 820 $11K
Westside Investment Management, Inc. 0.00% No change 800 $11K
Rise Advisors, LLC 0.00% Add +1.3% 758 $10K
N.E.W. Advisory Services LLC 0.00% No change 725 $10K
Root Financial Partners, LLC 0.00% New 711 $9K
Medallion Wealth Advisors, LLC 0.00% No change 700 $9K
Aventura Private Wealth, LLC 0.00% Reduce -93.0% 660 $9K
Strategic Wealth Partners, Ltd. 0.00% No change 649 $9K
Front Row Advisors LLC 0.00% No change 600 $8K
FSA Wealth Management LLC 0.00% No change 592 $8K
Bokf, NA 0.00% New 578 $8K
Strategic Investment Solutions, Inc. 0.00% Add +0.7% 567 $7K
American National Bank & Trust 0.00% New 554 $7K
Tripletail Wealth Management, LLC 0.01% New 500 $7K
KERR FINANCIAL PLANNING Corp 0.01% — 475 $7K
Addison Advisors LLC 0.00% No change 509 $7K
Larson Financial Group LLC 0.00% Add +312.2% 507 $7K
Founders Capital Management 0.00% No change 500 $7K
Farmers & Merchants Investments Inc. 0.00% No change 488 $6K
Prestige Wealth Management Group LLC 0.00% Add +41.9% 484 $6K
Hemington Wealth Management 0.00% Add +129.9% 492 $6K
True Wealth Design, LLC 0.00% Add +563.6% 438 $6K
Spire Wealth Management 0.00% Add +4.7% 423 $6K
Fortitude Family Office, LLC 0.00% Add +12.3% 403 $5K
Physician Wealth Advisors, Inc. 0.00% No change 388 $5K
Bell Investment Advisors, Inc 0.00% Reduce -50.3% 314 $4K
Pacifica Partners Inc. 0.00% Reduce -25.4% 250 $4K
Wealth Preservation Advisors, LLC 0.00% Reduce -21.4% 286 $4K
MV Capital Management, Inc. 0.00% Add +16.8% 285 $4K
SouthState Bank Corp 0.00% Reduce -54.2% 274 $4K
Glen Eagle Advisors, LLC 0.00% No change 272 $4K
Salomon & Ludwin, LLC 0.00% New 239 $3K
Ameriflex Group, Inc. 0.00% New 254 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 254 $3K
Millstone Evans Group, LLC 0.00% No change 222 $3K
Sachetta, LLC 0.00% No change 211 $3K
Clark Wealth Partners 0.00% New 188 $3K
Atlantic Union Bankshares Corp 0.00% No change 200 $3K
TFC Financial Management, Inc. 0.00% Add +983.3% 195 $3K
Johnson Financial Group, Inc. 0.00% New 191 $3K
Kilter Group LLC 0.00% Add +11.8% 190 $3K
Manchester Capital Management LLC 0.00% Add +95.9% 190 $3K
Thompson Investment Management, Inc. 0.00% New 177 $2K
Quarry LP 0.00% Reduce -97.3% 167 $2K
JFS Wealth Advisors, LLC 0.00% Add +15400.0% 155 $2K
Howard Hughes Medical Institute 0.00% No change 153 $2K
Smithfield Trust Co 0.00% No change 162 $2K
Bruce G. Allen Investments, LLC 0.00% No change 144 $2K
IMG Wealth Management, Inc. 0.00% No change 138 $2K
Cornerstone Planning Group LLC 0.00% Reduce -75.3% 24 $2K
DT Investment Partners, LLC 0.00% No change 125 $2K
Retirement Wealth Solutions LLC 0.00% New 115 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -20.4% 109 $1K
Cedar Mountain Advisors, LLC 0.00% Add +1.9% 105 $1K
Creative Financial Designs Inc. 0.00% Add +2.0% 102 $1K
Rialto Wealth Management, LLC 0.00% Add +75.4% 100 $1K
Anchor Investment Management, LLC 0.00% No change 90 $1K
Avion Wealth 0.00% No change 101 $1K
Tsfg, LLC 0.00% No change 50 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +200.0% 72 $975
Guerra Advisors Inc 0.00% New 60 $790
Elevation Wealth Partners, LLC 0.00% Add +0.0% 56 $744
Texas Capital Bancshares Inc 0.00% New 55 $724
Financial Consulate, Inc. 0.00% New 42 $553
Wolff Wiese Magana LLC 0.00% No change 40 $527
Avalon Trust Co 0.00% New 40 $527
Bay Harbor Wealth Management, LLC 0.00% Add +566.7% 40 $526
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 38 $500
Wealth Watch Advisors, INC 0.00% New 37 $487
Essential Partners LLC 0.00% New 32 $421
WestEnd Advisors, LLC 0.00% New 32 $421
HM Payson & Co. 0.00% New 28 $369
Oakworth Capital, Inc. 0.00% No change 28 $368
Raffa Wealth Management, LLC 0.00% No change 26 $342
HFM Investment Advisors, LLC 0.00% Add +71.4% 24 $316
Principia Wealth Advisory, LLC 0.00% No change 22 $290
SJS Investment Consulting Inc. 0.00% New 22 $290
Transamerica Financial Advisors, LLC 0.00% New 21 $276
Caitong International Asset Management Co., Ltd 0.00% New 19 $250
WPG Advisers, LLC 0.00% Reduce -95.3% 18 $237
Turning Point Benefit Group, Inc. 0.00% New 14 $215
Dunhill Financial, LLC 0.00% Reduce -36.0% 16 $210
Strengthening Families & Communities, LLC 0.00% No change 15 $200
Valued Wealth Advisors LLC 0.00% Add +40.0% 14 $179
Activest Wealth Management 0.00% Add +0.0% 10 $132
Smallwood Wealth Investment Management, LLC 0.00% No change 7 $92
Quaker Wealth Management, LLC 0.00% No change 4 $53
American Capital Advisory, LLC 0.00% New 4 $53
Winnacle Wealth LLC 0.00% New 1 $14
FNY Investment Advisers, LLC 0.00% New 14 $0
Cloud Capital Management, LLC 0.00% New 42 $0

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