AESAES

13F holders, Q4 2025 (December 31)
749holders +44
85new positions
67sold out
9famous investors
$14.34avg. 13F price*

At the end of Q4 2025, 749 institutions reported holding AES Corp. (AES) in their 13F filings, up 44 from Q3 2025. 85 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($681.9M) and State Street Corp. ($639.5M). 9 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions85$115.3M
Exits67$87.9M

All 13F filers, Q3 2025 → Q4 2025: 47,428,154 shares bought and 59,498,889 shares sold, net −12,070,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 749 holders

Vanguard Group Inc. 0.02% Add +1.4% 88,596,463 $1.3B
BlackRock, Inc. 0.01% Add +4.3% 47,554,290 $681.9M
State Street Corp. 0.02% Add +2.3% 44,598,987 $639.5M
Ameriprise Financial Inc. 0.11% Reduce -1.0% 34,569,655 $495.7M
Morgan Stanley 0.02% Add +1.6% 29,024,825 $416.2M
Geode Capital Management, LLC 0.02% Add +3.5% 26,595,305 $380.9M
Orbis Allan Gray Ltd 1.28% Reduce -17.8% 21,317,334 $305.7M
Invesco Ltd. 0.02% Reduce -5.5% 18,282,147 $262.2M
FMR LLC 0.01% Reduce -26.8% 17,546,012 $251.6M
Capital International Investors 0.03% Add +0.1% 13,715,017 $196.8M
Goldman Sachs Group Inc. 0.02% Add +18.8% 11,020,962 $158.0M
Bank of America Corp. 0.01% Reduce -16.7% 10,783,286 $154.6M
Northern Trust Corp. 0.02% Add +12.3% 8,824,719 $126.5M
CBRE Investment Management Listed Real Assets LLC 1.66% Reduce -0.2% 7,865,594 $112.8M
Bank of New York Mellon Corp 0.02% Add +68.8% 7,699,911 $110.4M
Charles Schwab Investment Management Inc. 0.02% Add +1.5% 7,644,875 $109.6M
SG Americas Securities, LLC 0.14% Add +128.6% 7,147,438 $102.5M
Citadel Advisors 0.07% Reduce -31.6% 7,073,948 $101.4M
Dimensional Fund Advisors LP 0.02% Add +6.4% 7,021,488 $100.7M
Sound Shore Management Inc 3.15% Add +17.0% 6,898,342 $98.9M
Point72 Asset Management 0.14% Add +15806.3% 6,056,308 $86.8M
First Trust Advisors LP 0.06% Reduce -24.5% 5,375,829 $77.1M
Empower Advisory Group, LLC 0.18% Reduce -2.3% 4,760,950 $68.3M
Yaupon Capital Management LP 3.08% Reduce -0.1% 4,357,456 $62.5M
Douglas Lane & Associates, LLC 0.71% Reduce -5.4% 3,583,052 $51.4M
Gabelli Funds LLC 0.35% Reduce -1.6% 3,574,700 $51.3M
Tudor Investment Corporation 0.29% Reduce -16.9% 3,535,076 $50.7M
Squarepoint Ops LLC 0.10% Add +3.6% 3,319,300 $47.6M
JPMorgan Chase & Co. 0.00% Reduce -1.4% 3,202,920 $45.9M
UBS Group AG 0.01% Reduce -30.9% 3,154,166 $45.2M
Jane Street Group, LLC 0.05% Reduce -33.8% 3,035,419 $43.5M
Ensign Peak Advisors, Inc 0.07% Reduce -21.5% 2,933,241 $42.1M
Raymond James Financial Inc. 0.01% Add +10.5% 2,925,147 $41.9M
Citigroup Inc. 0.03% Reduce -13.2% 2,856,940 $41.0M
Assenagon Asset Management S.A. 0.06% Add +266.7% 2,669,398 $38.3M
AQR Capital Management 0.02% Add +59.9% 2,525,583 $36.2M
Barclays PLC 0.01% Reduce -26.4% 2,431,251 $34.9M
Bruni J V & Co. 3.26% Add +0.1% 2,317,201 $33.2M
Wells Fargo & Company 0.01% Add +46.9% 2,315,452 $33.2M
Deutsche Bank AG 0.01% Add +5.3% 2,313,337 $33.2M
Marshall Wace, LLP 0.03% Reduce -9.6% 2,219,772 $31.8M
Nuveen, LLC 0.01% Add +44.2% 2,065,415 $29.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -9.1% 2,039,827 $29.3M
M&G PLC 0.15% Reduce -40.8% 2,014,753 $28.2M
Diameter Capital Partners LP 3.13% Add +6.8% 1,950,000 $28.0M
Envestnet Asset Management Inc. 0.01% Reduce -6.3% 1,842,308 $26.4M
North Star Asset Management Inc. 1.06% Add +3.0% 1,828,560 $26.2M
Energy Income Partners, LLC 0.47% Add +44.6% 1,793,984 $25.7M
Royal Bank of Canada 0.00% Reduce -29.9% 1,758,867 $25.2M
CastleKnight Management LP 1.24% Reduce -23.9% 1,516,145 $21.7M
Swiss National Bank 0.01% Add +1.7% 1,404,000 $20.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.1% 1,402,366 $20.1M
BNP Paribas Financial Markets 0.01% Add +0.7% 1,388,182 $19.9M
HighTower Advisors, LLC 0.02% Reduce -0.2% 1,382,176 $19.8M
Alliancebernstein L.P. 0.01% Reduce -3.4% 1,379,690 $19.8M
Legal & General Group Plc 0.00% Reduce -11.2% 1,328,914 $19.1M
Birnam Oak Advisors, LP 4.21% New 1,280,832 $18.4M
Rhumbline Advisers 0.01% Reduce -4.3% 1,271,943 $18.2M
California Public Employees Retirement System 0.01% No change 1,248,792 $17.9M
Massachusetts Financial Services Co. 0.01% Add +1389.0% 1,221,198 $17.5M
Rockefeller Capital Management L.P. 0.03% Add +48.6% 1,142,962 $16.4M
Franklin Resources Inc. 0.00% Add +34.2% 1,136,423 $16.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +32.6% 1,125,367 $16.1M
Madison Asset Management, LLC 0.18% No change 1,094,000 $15.7M
T. Rowe Price Associates Inc. 0.00% Add +0.3% 1,046,159 $15.0M
HSBC Holdings PLC 0.01% Add +3.0% 1,033,842 $14.9M
HRT Financial LP 0.05% New 1,021,267 $14.6M
Empowered Funds, LLC 0.24% Add +292.3% 979,248 $14.0M
Focus Partners Wealth 0.02% Add +16.1% 951,668 $13.6M
Qube Research & Technologies Ltd 0.02% New 943,327 $13.5M
Susquehanna Portfolio Strategies, LLC 0.21% No change 934,315 $13.4M
LPL Financial LLC 0.00% Reduce -9.7% 929,384 $13.3M
Trexquant Investment LP 0.12% Add +55.2% 929,024 $13.3M
CSM Advisors, LLC 0.36% Reduce -29.1% 925,035 $13.3M
American Century Companies Inc. 0.01% Reduce -26.6% 923,853 $13.2M
Cerity Partners LLC 0.02% Reduce -15.5% 918,939 $13.2M
Capital World Investors 0.00% Reduce -92.1% 899,306 $12.9M
Advisors Asset Management, Inc. 0.21% Add +17.9% 867,436 $12.4M
Algert Global LLC 0.19% Reduce -17.1% 851,181 $12.2M
Rock Point Advisors, LLC 3.04% Reduce -9.3% 845,807 $12.1M
Stephens Inc. 0.15% Add +1.3% 839,994 $12.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +5.2% 792,112 $11.7M
Principal Financial Group Inc. 0.01% Add +2.4% 807,391 $11.6M
Quinn Opportunity Partners LLC 0.49% Add +33.5% 791,222 $11.3M
Thrivent Financial for Lutherans 0.02% Reduce -29.5% 782,807 $11.2M
Bank of Montreal 0.00% Add +8.1% 782,578 $11.2M
ExodusPoint Capital Management, LP 0.12% Add +182.7% 763,518 $10.9M
Prudential Financial Inc. 0.01% Add +55.1% 760,756 $10.9M
Oppenheimer Asset Management Inc. 0.13% Reduce -0.5% 746,991 $10.7M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.38% — 735,074 $10.5M
Mackenzie Financial Corp. 0.01% Add +157.8% 690,649 $10.0M
California State Teachers Retirement System 0.01% Reduce -0.1% 676,221 $9.7M
New York State Teachers Retirement System 0.02% Add +1.3% 673,477 $9.7M
Stifel Financial Corp. 0.01% Reduce -1.0% 667,572 $9.6M
GAMCO Investors 0.09% Reduce -0.5% 654,700 $9.4M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -0.8% 642,912 $9.2M
Susquehanna Fundamental Investments, LLC 0.31% No change 638,261 $9.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -78.6% 591,362 $8.5M
National Bank of Canada 0.01% Add +28.6% 591,445 $8.5M
Evergreen Capital Management LLC 0.19% Reduce -51.0% 586,584 $8.4M
State Board of Administration of Florida Retirement System 0.01% Reduce -5.7% 584,447 $8.4M
Horizon Investments, LLC 0.10% Add +4710.9% 542,528 $7.8M
Burney Co./ 0.24% Add +470.7% 535,808 $7.7M
Exchange Traded Concepts, LLC 0.06% Add +1630.8% 525,023 $7.5M
Governors Lane LP 0.69% Add +134.6% 514,760 $7.4M
Sei Investments Co. 0.01% Add +8.8% 504,277 $7.2M
Brandywine Global Investment Management, LLC 0.05% Add +78.0% 500,797 $7.2M
LMCG Investments, LLC 0.41% Add +1.2% 497,885 $7.1M
Millennium Management 0.01% Reduce -60.2% 481,460 $6.9M
RWC Asset Management LLP 0.38% Reduce -8.0% 473,450 $6.8M
State of Wisconsin Investment Board 0.01% Reduce -0.1% 460,148 $6.6M
Janney Montgomery Scott LLC 0.02% Reduce -2.2% 457,822 $6.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +92.5% 456,200 $6.6M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +21.5% 423,236 $6.1M
Calydon Capital 1.02% Add +1.5% 420,672 $6.0M
BW Gestao de Investimentos Ltda. 0.21% New 415,406 $6.0M
Quarry LP 1.02% Add +248632.3% 415,383 $6.0M
Russell Investments Group, Ltd. 0.01% Reduce -67.0% 401,656 $5.8M
Quantinno Capital Management LP 0.01% Add +12.5% 395,309 $5.7M
Engineers Gate Manager LP 0.07% Reduce -37.6% 394,078 $5.7M
Vontobel Holding Ltd. 0.02% Reduce -9.9% 389,385 $5.6M
Amundi 0.00% Reduce -19.6% 383,130 $5.5M
Federation des caisses Desjardins du Quebec 0.02% Add +2.0% 375,020 $5.4M
Group One Trading LLC 0.16% Reduce -54.0% 369,054 $5.3M
NewEdge Advisors, LLC 0.02% Reduce -6.0% 363,768 $5.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.6% 361,838 $5.2M
Two Sigma Investments, LP 0.01% No change 358,700 $5.1M
Calamos Advisors LLC 0.03% Reduce -3.9% 345,766 $5.0M
D. E. Shaw & Co. 0.00% Reduce -46.3% 344,514 $4.9M
Swiss Life Asset Management Ltd 0.02% Reduce -64.5% 341,025 $4.9M
Victory Capital Management Inc. 0.00% Add +242.8% 331,157 $4.7M
Nisa Investment Advisors, LLC 0.02% Add +8.9% 329,504 $4.7M
Simplex Trading, LLC 0.13% Reduce -24.0% 319,055 $4.6M
River Road Asset Management, LLC 0.05% Reduce -4.8% 317,900 $4.6M
Janus Henderson Group PLC 0.00% Reduce -5.7% 315,625 $4.5M
Y-Intercept (Hong Kong) Ltd 0.10% Add +22.4% 311,609 $4.5M
TD Waterhouse Canada Inc. 0.03% Add +6.5% 309,258 $4.4M
Howard Capital Management, LLC 0.06% Add +13.5% 308,129 $4.4M
New York State Common Retirement Fund 0.01% No change 305,910 $4.4M
WASHINGTON TRUST Co 0.14% Reduce -2.1% 304,599 $4.4M
Cetera Investment Advisers 0.00% Add +48.8% 304,507 $4.4M
Ausbil Investment Management Ltd 2.47% No change 303,476 $4.4M
Carson Advisory Inc. 2.26% Reduce -0.6% 303,170 $4.3M
Ripple Effect Asset Management LP 3.43% New 300,000 $4.3M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0.21% New 300,000 $4.3M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -4.8% 299,725 $4.3M
Treasurer of the State of North Carolina 0.01% Reduce -6.8% 297,456 $4.3M
Wakefield Asset Management LLLP 1.12% Add +0.6% 286,835 $4.1M
Tritonpoint Wealth, LLC 0.41% Reduce -11.2% 285,014 $4.1M
CWA Asset Management Group, LLC 0.15% New 281,387 $4.0M
Slagle Financial, LLC 1.38% Add +6.0% 276,249 $4.0M
Great Lakes Advisors, LLC 0.03% Add +23.3% 273,628 $3.9M
Community Trust & Investment Co. 0.20% Reduce -2.8% 270,157 $3.9M
Gotham Asset Management 0.01% Reduce -5.1% 262,438 $3.8M
Susquehanna International Group, LLP 0.01% Reduce -18.2% 261,948 $3.8M
Itau Unibanco Holding S.A. 0.09% New 259,061 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Add +27.2% 251,270 $3.6M
Occudo Quantitative Strategies LP 0.24% New 251,150 $3.6M
Lazard Asset Management LLC 0.01% Reduce -66.8% 249,945 $3.6M
Gould Capital, LLC 2.18% Reduce -2.4% 246,909 $3.5M
Public Employees Retirement System of Ohio 0.01% Add +10.6% 245,312 $3.5M
Venture Visionary Partners LLC 0.11% Add +3.1% 244,350 $3.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.6% 243,970 $3.5M
HITE Hedge Asset Management LLC 0.22% New 241,451 $3.5M
Patrick Mauro Investment Advisor, INC. 1.80% Add +0.3% 240,005 $3.4M
ProShare Advisors LLC 0.01% Add +1.4% 233,354 $3.3M
Kayne Anderson Capital Advisors LP 0.08% New 231,750 $3.3M
Saba Capital Management, L.P. 0.11% Reduce -27.8% 224,982 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -3.3% 221,067 $3.2M
Prelude Capital Management, LLC 0.23% New 219,110 $3.1M
Capital Group Private Client Services, Inc. 0.05% Reduce -7.2% 216,894 $3.1M
Credit Agricole S A 0.01% Add +18.4% 216,305 $3.1M
Quadrature Capital Ltd 0.03% Add +44.9% 213,206 $3.1M
Del-Sette Capital Management, LLC 1.87% New 211,388 $3.0M
Bridgewater Associates 0.01% New 208,494 $3.0M
Westview Management dba Westview Investment Advisors 1.42% — 207,824 $3.0M
Collar Capital Management, LLC 1.98% Add +0.9% 206,468 $3.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +27.7% 197,557 $2.9M
Arizona State Retirement System 0.02% Reduce -4.6% 201,028 $2.9M
Commerzbank Aktiengesellschaft 0.06% New 198,912 $2.9M
PNC Financial Services Group, Inc. 0.00% Add +11.9% 197,345 $2.8M
Coldstream Capital Management Inc. 0.04% Reduce -0.0% 195,510 $2.8M
Intact Investment Management Inc. 0.08% Reduce -16.7% 194,800 $2.8M
Czech National Bank 0.02% Add +3.8% 187,761 $2.7M
State of Michigan Retirement System 0.01% Reduce -3.2% 186,395 $2.7M
Retirement Solution LLC 0.58% No change 182,925 $2.6M
Guggenheim Capital LLC 0.02% Reduce -29.3% 182,781 $2.6M
Cozad Asset Management Inc. 0.20% Add +2.0% 181,998 $2.6M
Public Sector Pension Investment Board 0.01% Add +18.5% 181,990 $2.6M
Parallax Volatility Advisers, L.P. 0.09% Reduce -15.9% 180,478 $2.6M
Verition Fund Management LLC 0.01% Add +18.8% 179,903 $2.6M
State of Tennessee, Department of Treasury 0.01% Add +10.2% 169,520 $2.5M
Elevatus Welath Management 0.68% Add +810.8% 172,924 $2.5M
Campbell & CO Investment Adviser LLC 0.12% Add +10.5% 171,661 $2.5M
Arcadia Investment Management Corp. 0.40% Add +23.9% 171,615 $2.5M
&partners 0.01% Add +16.2% 171,772 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -3.4% 170,674 $2.4M
Teacher Retirement System of Texas 0.01% Reduce -43.3% 168,649 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.1% 165,643 $2.4M
MFG Wealth Management, Inc. 1.85% Add +60.9% 165,398 $2.4M
Voya Investment Management LLC 0.00% Add +7.7% 163,206 $2.3M
Captrust Financial Advisors 0.00% Add +43.3% 162,905 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.44% Reduce -9.8% 161,887 $2.3M
Brevan Howard Capital Management LP 0.05% Reduce -37.0% 160,411 $2.3M
Schonfeld Strategic Advisors LLC 0.01% Add +35.0% 159,355 $2.3M
CIBC Asset Management Inc 0.01% Add +75.3% 158,642 $2.3M
Pictet Asset Management Holding SA 0.00% Add +17.0% 155,464 $2.2M
Vennlight Capital Management, LP 2.57% Reduce -60.1% 153,692 $2.2M
Retirement Systems of Alabama 0.01% Reduce -0.3% 151,491 $2.2M
Creative Planning 0.00% Add +9.6% 151,158 $2.2M
Qsemble Capital Management, LP 0.18% Add +110.5% 150,869 $2.2M
Amalgamated Bank 0.02% Add +10.3% 148,911 $2.1M
Sanctuary Advisors, LLC 0.01% Add +9.1% 144,202 $2.1M
TD Asset Management Inc 0.00% Reduce -2.2% 143,361 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +73.2% 139,901 $2.0M
Monarch Capital Management Inc. 0.49% Add +5.2% 139,431 $2.0M
Assetmark, Inc. 0.00% Add +11.7% 138,488 $2.0M
Jump Financial, LLC 0.03% Reduce -52.8% 136,902 $2.0M
IMC-Chicago, LLC 0.03% New 136,859 $2.0M
Icon Advisers Inc. 0.43% Add +27.4% 136,428 $2.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.8% 135,229 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +14.7% 133,771 $1.9M
Carret Asset Management, LLC 0.18% Reduce -2.4% 130,591 $1.9M
Corrado Advisors, LLC 0.94% Add +0.1% 130,401 $1.9M
Acorn Financial Advisory Services Inc. 0.27% Add +2.0% 129,756 $1.9M
MML Investors Services, LLC 0.00% Add +0.9% 129,516 $1.9M
Brookwood Investment Group LLC 0.22% New 128,511 $1.8M
Toronto Dominion Bank 0.00% Reduce -15.5% 122,502 $1.8M
UniSuper Management Pty Ltd 0.01% Reduce -17.5% 122,491 $1.8M
Quantbot Technologies LP 0.06% Reduce -72.3% 120,869 $1.7M
Union Bancaire Privee, UBP SA 0.02% Add +190.3% 137,682 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +19.8% 119,487 $1.7M
AdvisorNet Financial, Inc 0.09% Add +20.9% 118,491 $1.7M
Truist Financial Corp. 0.00% Reduce -8.6% 118,025 $1.7M
Advisory Services Network, LLC 0.02% Add +36.3% 116,978 $1.7M
Neuberger Berman Group LLC 0.00% Add +6.0% 116,662 $1.7M
Utah Retirement Systems 0.02% No change 116,629 $1.7M
Himension Capital (singapore) Pte. LTD. 0.10% Reduce -8.0% 114,930 $1.6M
Natixis Advisors, LLC 0.00% Add +4.2% 113,498 $1.6M
Pathstone Holdings, LLC 0.01% Add +132.4% 113,368 $1.6M
Comerica Bank 0.01% Reduce -16.8% 112,778 $1.6M
RFG Advisory, LLC 0.03% Add +0.1% 110,900 $1.6M
Atria Investments, Inc 0.02% Reduce -20.9% 109,820 $1.6M
Lewis Asset Management, LLC 0.63% Add +3.8% 108,717 $1.6M
Woodline Partners LP 0.01% Add +15.3% 108,378 $1.6M
United Capital Financial Advisors, LLC 0.01% Reduce -20.0% 107,931 $1.5M
NEOS Investment Management LLC 0.01% Add +19.1% 107,789 $1.5M
DekaBank Deutsche Girozentrale 0.00% No change 78,144 $1.5M
Benjamin Edwards Inc. 0.02% Add +40.1% 106,527 $1.5M
Walleye Capital LLC 0.01% Add +2138.5% 104,337 $1.5M
Investors Research Corp 0.27% Reduce -2.1% 103,725 $1.5M
First Citizens Bank & Trust Co. 0.03% Add +567.9% 102,922 $1.5M
Gsa Capital Partners LLP 0.13% Reduce -6.4% 101,968 $1.5M
Old Second National Bank of Aurora 0.29% Reduce -0.3% 101,072 $1.4M
Corient Private Wealth LP 0.00% Add +7.2% 100,395 $1.4M
LMR Partners LLP 0.02% New 100,000 $1.4M
UMB Bank, n.a. 0.02% Add +0.7% 99,622 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -11.5% 99,352 $1.4M
Huntington National Bank 0.01% Reduce -25.7% 98,573 $1.4M
Aberdeen Group plc 0.00% Add +103.2% 98,370 $1.4M
Korea Investment CORP 0.00% No change 97,452 $1.4M
AlphaQuest LLC 0.08% Add +260.0% 97,381 $1.4M
New York Life Investment Management LLC 0.01% Add +0.8% 96,331 $1.4M
Avenir Corp. 0.15% Reduce -31.1% 95,722 $1.4M
Bridgefront Capital, LLC 0.34% Add +5.4% 94,993 $1.4M
Portside Wealth Group, LLC 0.18% Add +5.9% 94,144 $1.4M
Caption Management, LLC 0.06% Reduce -29.9% 94,000 $1.3M
Bangor Savings Bank 0.11% Reduce -1.4% 93,799 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +462.3% 92,407 $1.3M
Quantitative Investment Management, LLC 0.13% New 91,565 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +16.9% 89,858 $1.3M
Jones Financial Companies LLLP 0.00% Reduce -2.4% 89,592 $1.3M
A. D. Beadell Investment Counsel, Inc. 0.82% No change 88,250 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -4.3% 91,424 $1.3M
Clearstead Advisors, LLC 0.02% Add +1.2% 85,033 $1.2M
Aquatic Capital Management LLC 0.03% Reduce -85.7% 84,493 $1.2M
DAVENPORT & Co LLC 0.01% Add +9.7% 83,764 $1.2M
Private Advisor Group, LLC 0.01% Add +44.1% 82,480 $1.2M
Machina Capital S.A.S. 0.22% Add +263.4% 81,960 $1.2M
Oregon Public Employees Retirement Fund 0.01% Add +0.1% 81,510 $1.2M
Alps Advisors Inc. 0.01% Add +19.8% 81,486 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -42.1% 81,039 $1.2M
Perigon Wealth Management, LLC 0.02% Add +5.5% 80,448 $1.2M
Intech Investment Management LLC 0.01% New 80,153 $1.1M
Avity Investment Management Inc. 0.08% Reduce -8.6% 80,000 $1.1M
Xponance LLC 0.01% Add +40.8% 79,478 $1.1M
Independent Advisor Alliance 0.03% New 78,495 $1.1M
Rafferty Asset Management, LLC 0.00% Add +4.6% 78,421 $1.1M
Mork Capital Management, LLC 0.69% No change 78,400 $1.1M
Credit Capital Investments LLC 1.04% No change 77,000 $1.1M
WJ Financial Advisors LLC 0.98% Reduce -8.4% 76,950 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -0.9% 76,452 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +108.2% 76,232 $1.1M
Advisors Preferred, LLC 0.18% Add +11.8% 73,646 $1.1M
Cibc World Markets Corp. 0.01% — 74,352 $1.1M
Pacer Advisors, Inc. 0.00% Reduce -20.8% 73,989 $1.1M
Lynx Investment Advisory 0.58% Reduce -0.7% 73,938 $1.1M
Eagle Harbor Asset Management Inc. 0.87% Add +5.0% 73,488 $1.1M
Mutual Advisors, LLC 0.02% Add +0.9% 72,994 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -6.9% 71,408 $1.0M
Fifth Third Bancorp 0.00% Add +0.6% 71,280 $1.0M
M&T Bank Corp 0.00% Add +18.0% 71,175 $1.0M
Public Employees Retirement Association of Colorado 0.00% No change 70,743 $1.0M
Nicholas Wealth, LLC. 0.68% New 70,118 $1.0M
Cape Investment Advisory, Inc. 0.30% New 68,651 $984K
Baird Financial Group, Inc. 0.00% Reduce -40.2% 68,487 $982K
Dark Forest Capital Management LP 0.04% Add +44.8% 68,148 $977K
Summit Securities Group LLC 0.17% Add +13.7% 68,121 $977K
Arvest Bank Trust Division 0.05% Reduce -41.0% 67,374 $966K
Kovack Advisors, Inc. 0.05% Add +3.2% 66,170 $949K
Smith, Moore & Co. 0.07% No change 65,788 $943K
Sterling Capital Management LLC 0.02% Reduce -0.8% 65,659 $942K
SummitTX Capital, L.P. 0.03% Add +462.4% 64,559 $926K
Holocene Advisors, LP 0.00% Reduce -35.9% 63,803 $915K
Gibbs Wealth Management 0.22% Reduce -5.8% 63,802 $914K
Douglass Winthrop Advisors, LLC 0.02% Add +0.1% 63,167 $906K
Cibc World Market Inc. 0.00% Reduce -3.7% 62,842 $901K
Rakuten Investment Management, Inc. 0.00% Add +10.6% 63,513 $897K
Jupiter Asset Management Ltd. 0.01% New 62,508 $896K
J. Safra Sarasin Holding AG 0.01% No change 62,493 $896K
Miller Howard Investments Inc. 0.03% Add +7.8% 62,377 $894K
Norden Group LLC 0.09% Reduce -6.2% 61,449 $881K
Wbi Investments, LLC 0.23% Reduce -69.8% 60,472 $867K
Glenmede Trust Co. NA 0.00% — 59,668 $856K
Studio Investment Management LLC 0.16% Reduce -3.0% 59,511 $853K
Bleakley Financial Group, LLC 0.01% Add +16.4% 59,351 $851K
Moors & Cabot, Inc. 0.04% Reduce -7.0% 59,313 $851K
US Bancorp \de 0.00% Add +0.1% 59,197 $849K
Convergence Investment Partners, LLC 0.17% Reduce -31.6% 58,849 $844K
Aristeia Capital, L.L.C. 0.04% Add +193.4% 58,686 $842K
Oppenheimer & Co. Inc. 0.01% Reduce -63.3% 58,294 $836K
Picton Mahoney Asset Management 0.01% Reduce -18.6% 58,194 $835K
Camelot Portfolios, LLC 0.52% Reduce -15.4% 58,182 $834K
Havemeyer Place LP 0.16% — 58,115 $833K
Huber Capital Management LLC 0.12% Reduce -7.2% 57,693 $827K
Teachers Retirement System of the State of Kentucky 0.01% No change 55,702 $799K
SVB Wealth LLC 0.05% Reduce -63.7% 55,711 $799K
Daiwa Securities Group Inc. 0.00% Add +6.3% 54,721 $785K
Neo Ivy Capital Management 0.12% New 54,305 $779K
Summit Trail Advisors, LLC 0.01% Add +22.4% 54,047 $775K
Capital International Sarl 0.01% No change 53,668 $770K
Moody National Bank Trust Division 0.07% Reduce -37.3% 53,521 $767K
Bessemer Group Inc. 0.00% Add +109.7% 53,207 $763K
Bramshill Investments, LLC 0.04% Reduce -4.6% 53,088 $761K
Redwood Investment Management, LLC 0.09% Reduce -45.8% 52,985 $760K
Mariner, LLC 0.00% Reduce -16.4% 52,720 $756K
A&I Financial Services, LLC 0.36% Add +6.3% 52,515 $753K
Mirabella Financial Services LLP 0.08% New 52,197 $749K
Fox Run Management, L.L.C. 0.11% Reduce -14.1% 51,923 $745K
Mizuho Securities USA LLC 0.01% Reduce -0.0% 51,852 $729K
Cwm, LLC 0.00% Add +12.7% 50,437 $723K
One Capital Management, LLC 0.02% Reduce -5.7% 49,325 $707K
Jefferies Financial Group Inc. 0.01% New 48,060 $689K
Arvest Investments, Inc. 0.10% Reduce -43.5% 47,969 $688K
PEAK6 LLC 0.02% Add +65.8% 47,486 $681K
Integrated Wealth Concepts LLC 0.01% Reduce -8.3% 47,222 $677K
Cowa, LLC 0.20% Add +60.1% 46,898 $673K
Wealthspire Advisors, LLC 0.01% Add +22.3% 46,888 $672K
Sagewood Asset Management LP 0.24% — 46,361 $665K
Cambria Investment Management, L.P. 0.04% Reduce -34.3% 46,049 $660K
Tidal Investments LLC 0.00% Add +190.1% 44,619 $640K
Graham Capital Management, L.P. 0.03% Reduce -81.5% 43,913 $630K
Capital International, Inc. 0.01% Reduce -7.8% 43,834 $629K
Hartford Investment Management Co. 0.02% No change 41,532 $596K
Marex Group Ltd 0.01% Reduce -33.0% 41,152 $590K
Burns Matteson Capital Management, LLC 0.23% New 40,805 $585K
Compound Planning, Inc. 0.02% Add +10.3% 40,690 $584K
O'shaughnessy Asset Management, LLC 0.00% Add +40.7% 40,511 $581K
Merit Financial Group, LLC 0.00% Add +64.1% 39,616 $568K
Maven Securities LTD 0.07% New 39,400 $565K
NINE MASTS CAPITAL Ltd 0.13% New 38,900 $558K
Snowden Capital Advisors LLC 0.01% Reduce -9.8% 38,900 $558K
GAMMA Investing LLC 0.03% Add +28.5% 38,240 $548K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +8.4% 38,048 $546K
Diversify Wealth Management, LLC 0.03% Reduce -7.1% 39,052 $546K
Capstone Capital Management Ltd 0.52% — 37,700 $541K
Allspring Global Investments Holdings, LLC 0.00% Add +10.9% 36,475 $541K
Kingsview Wealth Management, LLC 0.01% New 37,264 $534K
HB Wealth Management, LLC 0.00% Add +7.2% 37,143 $533K
Mercer Global Advisors Inc. 0.00% Add +43.9% 36,894 $529K
Louisiana State Employees Retirement System 0.01% Reduce -2.7% 36,400 $522K
Prospera Financial Services Inc 0.01% Reduce -2.0% 36,045 $517K
River Street Advisors LLC 0.19% Add +6.4% 35,806 $513K
Tower Research Capital LLC (TRC) 0.01% Reduce -36.1% 35,778 $513K
LVM Capital Management Ltd. 0.05% New 35,685 $512K
Argent Trust Co 0.02% Add +17.8% 35,488 $509K
Profund Advisors LLC 0.02% Reduce -5.0% 35,348 $507K
Cloverfields Capital Group, LP 0.16% Add +0.1% 35,279 $506K
Journey Retirement Planning & Investment Management LLC 0.10% — 34,716 $498K
BCS Wealth Management 0.05% Add +100.0% 34,628 $497K
Spirit of America Management Corp. 0.10% No change 34,500 $495K
TritonPoint Partners, LLC 0.26% — 34,289 $492K
1620 Investment Advisors, Inc. 0.33% New 34,240 $491K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -0.0% 34,110 $489K
Crossmark Global Holdings, Inc. 0.01% Add +2.1% 33,588 $482K
Cresset Asset Management, LLC 0.00% Reduce -0.4% 33,452 $480K
Maryland State Retirement & Pension System 0.01% No change 33,144 $475K
Beacon Investment Advisory Services, Inc. 0.02% Add +7.0% 32,954 $473K
New Mexico Educational Retirement Board 0.01% Add +2.5% 32,922 $472K
Park Avenue Securities LLC 0.00% Reduce -8.5% 32,829 $471K
Laird Norton Wetherby Trust Company, LLC 0.01% New 32,801 $470K
Quadcap Wealth Management, LLC 0.05% Reduce -1.0% 32,615 $468K
New England Research & Management, Inc. 0.20% New 32,540 $467K
Balyasny Asset Management L.P. 0.00% Reduce -57.2% 32,528 $466K
Norinchukin Bank, The 0.01% Add +1.1% 31,958 $458K
Alberta Investment Management Corp 0.00% No change 31,800 $456K
Nomura Asset Management Co. Ltd. 0.00% Add +9.6% 31,740 $455K
Cynosure Group, LLC 0.05% New 31,292 $449K
Whittier Trust Co. 0.00% Reduce -51.0% 30,100 $448K
Verus Capital Partners, LLC 0.03% Reduce -31.9% 31,170 $447K
Oak Family Advisors, LLC 0.14% Reduce -33.2% 30,771 $441K
South Dakota Investment Council 0.01% Reduce -5.9% 30,269 $434K
World Investment Advisors 0.01% Add +111.4% 30,090 $431K
WINTON GROUP Ltd 0.01% Add +118.4% 29,885 $429K
WealthBridge Capital Management, LLC 0.10% New 29,787 $427K
Macquarie Group Ltd. 0.00% Reduce -86.0% 29,775 $427K
AE Wealth Management LLC 0.00% Reduce -2.2% 29,759 $427K
Wellington Shields & Co., LLC 0.10% Reduce -30.5% 29,586 $424K
Natixis 0.00% New 29,235 $419K
MUFG Securities EMEA plc 0.00% Add +114.4% 29,224 $419K
Bank of Nova Scotia 0.00% New 28,646 $411K
Zions Bancorporation, National Association 0.02% Add +3.1% 28,581 $410K
Quadrant Capital Group LLC 0.01% Add +33.8% 28,399 $407K
OMERS ADMINISTRATION Corp 0.00% Reduce -82.0% 28,371 $407K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.3% 28,335 $406K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.1% 28,151 $404K
CHICAGO TRUST Co NA 0.06% New 26,707 $383K
Sigma Planning Corp 0.01% Reduce -1.5% 26,514 $380K
BCM Advisors, LLC 0.07% No change 26,620 $379K
Valeo Financial Advisors, LLC 0.01% Reduce -25.0% 26,384 $378K
Asset Management One Co., Ltd. 0.00% Add +4.0% 26,730 $378K
Wealthfront Advisers LLC 0.00% Add +25.2% 26,134 $375K
Walleye Trading LLC 0.01% Reduce -78.8% 25,766 $369K
Clear Harbor Asset Management, LLC 0.03% Reduce -79.2% 25,566 $367K
Cannell & Spears LLC 0.01% No change 25,155 $361K
Kestra Private Wealth Services, LLC 0.00% Add +15.8% 24,935 $358K
Baker Tilly Wealth Management, LLC 0.09% Reduce -4.0% 24,913 $357K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -25.6% 24,731 $355K
Harvest Fund Management Co., Ltd 0.01% New 24,528 $351K
Groupama Asset Managment 0.01% Reduce -9.4% 24,454 $351K
North Dakota State Investment Board 0.01% — 24,345 $349K
Levin Capital Strategies, L.P. 0.03% Reduce -43.5% 23,999 $344K
Polymer Capital Management (US) LLC 0.04% Add +78.5% 23,678 $340K
BankChampaign, National Association 0.33% — 23,014 $330K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.3% 22,754 $326K
AlphaCore Capital LLC 0.01% New 22,721 $326K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -21.3% 21,745 $324K
Meeder Asset Management Inc. 0.02% Reduce -13.7% 22,333 $320K
Vinva Investment Management Ltd 0.00% Reduce -4.8% 14,757 $319K
Clarius Group, LLC 0.02% Add +0.2% 22,227 $319K
Capital Fund Management S.A. 0.00% Reduce -90.1% 22,085 $317K
Wedbush Securities Inc. 0.01% Add +11.4% 21,960 $315K
Apollon Wealth Management, LLC 0.01% Add +35.0% 21,857 $313K
QRG Capital Management, Inc. 0.00% Add +33.0% 21,605 $310K
Wellington Shields Capital Management, LLC 0.04% Reduce -27.1% 21,304 $305K
FSM Wealth Advisors, LLC 0.04% Add +17.6% 21,279 $305K
Integrated Investment Consultants, LLC 0.06% Add +43.2% 21,200 $304K
Wallace Advisory Group, LLC 0.32% Reduce -34.0% 21,113 $303K
Commerce Bank 0.00% Reduce -8.9% 20,973 $301K
AlphaGrep UK Ltd 0.10% — 20,922 $300K
GC Wealth Management RIA, LLC 0.01% Reduce -2.7% 20,867 $299K
Jackson Hole Capital Partners, LLC 0.05% Add +11.9% 20,849 $299K
VARCOV Co. 0.12% — 20,786 $298K
SeaCrest Wealth Management, LLC 0.03% Reduce -10.9% 20,176 $292K
Indivisible Partners 0.03% — 20,308 $291K
Empirical Finance, LLC 0.01% Reduce -3.5% 20,254 $290K
KBC Group NV 0.00% No change 20,097 $288K
Ridge Creek Global, Inc 0.24% — 20,000 $287K
Townsquare Capital LLC 0.06% Reduce -48.9% 19,887 $285K
V-Square Quantitative Management LLC 0.03% Reduce -10.8% 19,755 $283K
Pinebridge Investments LLC 0.00% — 19,707 $283K
Diversify Advisory Services, LLC 0.01% Reduce -8.3% 19,858 $282K
Vise Technologies, Inc. 0.01% Add +42.7% 19,557 $280K
Securian Asset Management, Inc. 0.01% Reduce -43.7% 19,363 $278K
Mufg Securities Americas Inc. 0.02% Reduce -0.1% 19,185 $275K
Gilman Hill Asset Management, LLC 0.04% No change 19,100 $274K
Quest Investment Management LLC 0.03% Reduce -9.0% 18,944 $272K
Waverly Advisors, LLC 0.00% Add +18.2% 18,792 $269K
Kestra Advisory Services, LLC 0.00% Reduce -16.3% 18,676 $268K
Personal Cfo Solutions, LLC 0.04% Reduce -6.8% 18,487 $265K
DRW Securities, LLC 0.02% Reduce -21.7% 18,409 $264K
D.A. Davidson & Co. 0.00% Add +2.2% 18,364 $263K
Sequoia Financial Advisors, LLC 0.00% Add +59.6% 18,320 $263K
Keybank National Association 0.00% Reduce -6.9% 18,253 $262K
North Star Investment Management Corp. 0.02% No change 18,000 $258K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 17,935 $257K
Orion Porfolio Solutions, LLC 0.00% Add +14.9% 17,567 $252K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 17,467 $250K
SteelPeak Wealth, LLC 0.01% Reduce -13.3% 17,390 $249K
Clearstead Trust, LLC 0.04% Reduce -1.1% 17,320 $248K
GK Wealth Management LLC 0.18% Reduce -3.6% 17,297 $248K
Ironwood Investment Management LLC 0.10% No change 17,253 $247K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 17,062 $245K
Passumpsic Savings Bank 0.13% — 17,050 $244K
STRS Ohio 0.00% Add +0.2% 17,006 $244K
S&co Inc. 0.02% Add +6.3% 17,000 $243K
PFG Advisors 0.01% Reduce -9.1% 16,901 $242K
MinichMacGregor Wealth Management, LLC 0.04% New 16,772 $241K
Leibman Financial Services, Inc. 0.17% Reduce -93.8% 16,664 $239K
Choreo, LLC 0.00% Add +2.4% 16,080 $233K
Patton Fund Management, Inc. 0.03% Reduce -24.4% 16,204 $232K
IRON Financial LLC 0.11% Reduce -0.2% 15,960 $229K
CIBC Private Wealth Group LLC 0.00% Reduce -20.6% 15,951 $229K
Caxton Associates LLP 0.00% Add +10.2% 15,830 $227K
Clarity Financial LLC 0.02% New 15,804 $227K
Kendall Capital Management 0.05% Reduce -6.6% 15,662 $225K
Nomura Holdings Inc. 0.00% Reduce -9.9% 15,407 $221K
Legacy Advisory Services, LLC 0.17% No change 15,393 $221K
Metis Global Partners, LLC 0.01% Reduce -6.0% 15,251 $219K
Capital Investment Advisory Services, LLC 0.02% Reduce -4.2% 15,169 $218K
Sherbrooke Park Advisers LLC 0.56% Reduce -68.9% 15,143 $217K
Mather Group, Llc. 0.00% Add +45.4% 15,113 $217K
Peapack Gladstone Financial Corp. 0.00% Reduce -1.8% 14,987 $215K
Phillips Wealth Planners LLC 0.17% Add +1.6% 14,875 $212K
Augustine Asset Management Inc. 0.04% Reduce -1.9% 14,726 $211K
Kaizen Financial Strategies 0.09% New 14,700 $211K
Dorsey & Whitney Trust CO LLC 0.01% Add +4.8% 14,658 $210K
PharVision Advisers, LLC 0.11% New 14,625 $210K
Bayforest Capital Ltd 0.15% Add +5.0% 14,421 $207K
USA Financial Formulas 0.04% New 14,392 $206K
Landscape Capital Management, L.L.C. 0.01% New 14,225 $204K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -12.9% 14,201 $204K
CX Institutional 0.01% Add +17.2% 14,158 $203K
Oxford Asset Management LLP 0.07% New 14,107 $202K
Covestor Ltd 0.11% Reduce -14.6% 14,058 $202K
Greenleaf Trust 0.00% Add +29.2% 13,997 $201K
Everpar Advisors LLC 0.07% Add +1.8% 13,986 $201K
Farther Finance Advisors, LLC 0.00% Add +181.2% 13,740 $197K
Schroder Investment Management Group 0.00% Reduce -41.9% 13,522 $196K
Avantax Planning Partners, Inc. 0.01% No change 13,391 $192K
Silvercrest Asset Management Group LLC 0.00% No change 13,220 $190K
Independent Financial Group, LLC 0.00% Reduce -9.4% 13,093 $188K
Birch Financial Group, LLC 0.10% No change 12,823 $184K
Cidel Asset Management Inc. 0.01% No change 12,806 $184K
Permanent Capital Management, LP 0.04% Add +0.0% 12,699 $182K
Ausdal Financial Partners, Inc. 0.01% New 12,660 $182K
MIdWestOne Financial Group, Inc. 0.02% No change 12,564 $180K
Fiduciary Group, LLC 0.02% No change 12,500 $179K
Brown Advisory Inc. 0.00% Add +9.5% 12,463 $179K
MCF Advisors LLC 0.01% Add +3.0% 12,419 $178K
Aigen Investment Management, LP 0.04% Reduce -69.2% 12,155 $174K
Prime Capital Investment Advisors, LLC 0.00% New 12,104 $174K
Lanark Financial, Inc. 0.01% Reduce -10.3% 12,000 $172K
Parallel Advisors, LLC 0.00% Add +7.9% 11,755 $169K
IHT Wealth Management, LLC 0.00% Reduce -1.9% 11,720 $168K
Novem Group 0.02% Add +7.5% 11,522 $165K
Tema ETFs LLC 0.01% Reduce -0.3% 11,496 $165K
Total Clarity Wealth Management, Inc. 0.04% Reduce -3.7% 11,494 $165K
Greenland Capital Management LP 0.03% New 11,424 $164K
Jeppson Wealth Management, LLC 0.05% No change 11,421 $164K
Capula Management Ltd 0.00% Reduce -8.3% 11,347 $163K
Pathway Financial Advisers, LLC 0.05% Add +0.0% 11,060 $159K
Bullock Wealth Management Group 0.08% — 10,901 $156K
Fortress Private Ledger, LLC 0.05% Reduce -16.9% 10,781 $155K
Virtu Financial LLC 0.01% New 10,657 $153K
AdvisorShares Investments LLC 0.03% Add +9.2% 10,495 $150K
Seneca Financial Advisors LLC 0.05% No change 10,420 $149K
Ascentis Independent Advisors 0.02% No change 10,375 $149K
Meeder Advisory Services, Inc. 0.01% Add +1.8% 10,348 $148K
Comprehensive Money Management Services LLC 0.10% New 10,285 $147K
Rockbridge Asset Management LLC 0.09% No change 10,000 $143K
Capital Wealth Planning, LLC 0.00% New 10,000 $143K
Federated Hermes, Inc. 0.00% Reduce -21.0% 9,779 $140K
Smartleaf Asset Management LLC 0.01% Add +817.5% 9,478 $137K
Resona Asset Management Co.,Ltd. 0.00% No change 8,145 $115K
Mountain Hill Investment Partners Corp. 0.08% No change 8,000 $115K
Toth Financial Advisory Corp. 0.01% Add +1.3% 7,600 $109K
Canada Post Corp Registered Pension Plan 0.00% Add +108.0% 7,280 $104K
MAI Capital Management 0.00% Add +18.9% 7,213 $103K
Sit Investment Associates Inc. 0.00% No change 7,025 $101K
Global Retirement Partners, LLC 0.00% Add +1.2% 6,818 $98K
Ameritas Investment Partners, Inc. 0.00% No change 6,720 $96K
Eurizon Capital SGR S.p.A. 0.00% — 6,341 $92K
Elevated Capital Advisors, LLC 0.02% New 6,363 $91K
Contravisory Investment Management, Inc. 0.02% New 5,631 $81K
Evermay Wealth Management LLC 0.01% No change 5,300 $76K
CFG Wealth Management Services, Inc. 0.07% — 4,900 $70K
Financial Network Wealth Advisors LLC 0.07% Add +0.7% 4,847 $70K
Montag A & Associates Inc. 0.00% Add +476.2% 4,840 $69K
Allworth Financial LP 0.00% Add +7.4% 4,737 $68K
Signaturefd, LLC 0.00% Reduce -0.9% 4,443 $64K
Trust Co. of Toledo NA 0.01% No change 4,400 $63K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -40.2% 4,261 $61K
Atlas Capital Advisors Inc. 0.01% — 3,662 $53K
Harbor Investment Advisory, LLC 0.00% No change 3,659 $52K
Brown Brothers Harriman & Co. 0.00% Add +17.5% 3,620 $52K
Parkside Financial Bank & Trust 0.00% Add +3.7% 3,548 $51K
Hantz Financial Services, Inc. 0.00% Add +47.9% 3,511 $50K
EverSource Wealth Advisors, LLC 0.00% Add +4.7% 3,290 $47K
TD Private Client Wealth LLC 0.00% Reduce -3.4% 3,286 $47K
SBI Securities Co., Ltd. 0.00% Add +36.3% 3,230 $46K
Private Wealth Asset Management, LLC 0.00% No change 3,056 $44K
CoreCap Advisors, LLC 0.00% Add +25.6% 3,043 $44K
Los Angeles Capital Management LLC 0.00% New 3,014 $42K
IFP Advisors, Inc 0.00% Add +17.3% 2,674 $38K
Motiv8 Investments LLC 0.02% New 2,550 $37K
Larson Financial Group LLC 0.00% Add +396.3% 2,516 $36K
Cromwell Holdings LLC 0.02% No change 2,484 $36K
Harbour Investments, Inc. 0.00% Reduce -28.6% 2,336 $33K
Princeton Global Asset Management LLC 0.01% Add +32.8% 2,308 $33K
Blue Trust, Inc. 0.00% Add +31.1% 2,269 $33K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,964 $28K
CYBER HORNET ETFs LLC 0.02% Add +6.3% 1,957 $28K
Sentry Investment Management LLC 0.02% No change 1,934 $28K
Byrne Asset Management LLC 0.02% New 1,900 $27K
Capital Advisors, Ltd. LLC 0.00% No change 1,909 $27K
Heritage Wealth Advisors 0.00% No change 1,875 $27K
TCTC Holdings, LLC 0.00% No change 1,797 $26K
Altshuler Shaham Ltd 0.00% Reduce -13.2% 1,767 $25K
Deseret Mutual Benefit Administrators 0.01% No change 1,709 $25K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.3% 1,700 $24K
Private Trust Co. NA 0.00% Add +3.3% 1,695 $24K
Bogart Wealth, LLC 0.00% Reduce -13.9% 1,609 $23K
Leonteq Securities AG 0.00% Reduce -40.6% 1,598 $23K
ORG Partners LLC 0.00% Add +22.5% 1,582 $23K
Basecamp Wealth Advisors LLC 0.00% — 1,577 $23K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 1,483 $21K
Versant Capital Management, Inc 0.00% Reduce -7.3% 1,481 $21K
Rothschild Investment LLC 0.00% Add +11.2% 1,396 $20K
GW&K Investment Management, LLC 0.00% No change 1,388 $20K
Entrust Financial LLC 0.01% — 1,356 $19K
Sunbelt Securities, Inc. 0.00% No change 1,330 $19K
Hilltop National Bank 0.00% Reduce -13.3% 1,300 $19K
Geneos Wealth Management Inc. 0.00% Add +0.8% 1,191 $17K
SageView Advisory Group, LLC 0.00% New 1,178 $17K
Quent Capital, LLC 0.00% Reduce -26.6% 1,128 $16K
DV Trading LLC 0.00% — 1,101 $16K
Pinnacle Wealth Planning Services, Inc. 0.00% New 1,097 $16K
KERR FINANCIAL PLANNING Corp 0.02% Add +105.3% 975 $15K
Rossby Financial, LCC 0.00% New 1,027 $15K
Hussman Strategic Advisors, Inc. 0.00% No change 1,000 $14K
Monetary Management Group Inc. 0.00% No change 1,000 $14K
Concord Wealth Partners 0.00% No change 1,000 $14K
DV Equities, LLC 0.00% — 975 $14K
Kohmann Bosshard Financial Services, LLC 0.00% New 901 $13K
Frazier Financial Advisors, LLC 0.01% No change 853 $12K
Costello Asset Management, INC 0.00% No change 850 $12K
Eastern Bank 0.00% No change 850 $12K
Root Financial Partners, LLC 0.00% Add +10.3% 784 $11K
American National Bank & Trust 0.00% Add +31.6% 729 $10K
Gen-Wealth Partners Inc 0.00% Reduce -35.7% 701 $10K
Medallion Wealth Advisors, LLC 0.00% No change 700 $10K
Elyxium Wealth, LLC 0.00% New 660 $9K
Aventura Private Wealth, LLC 0.00% No change 660 $9K
Strategic Wealth Partners, Ltd. 0.00% No change 649 $9K
GoalVest Advisory LLC 0.00% New 614 $9K
Front Row Advisors LLC 0.00% No change 600 $9K
Arax Advisory Partners 0.00% Reduce -92.1% 581 $8K
Westside Investment Management, Inc. 0.00% Reduce -28.1% 575 $8K
Manchester Capital Management LLC 0.00% Add +198.4% 567 $8K
Ancora Advisors LLC 0.00% New 545 $8K
Addison Advisors LLC 0.00% No change 509 $7K
CVA Family Office, LLC 0.00% Reduce -74.7% 509 $7K
Tripletail Wealth Management, LLC 0.01% No change 500 $7K
Wellington-Altus USA Inc. 0.01% — 500 $7K
Founders Capital Management 0.00% No change 500 $7K
Fideuram Asset Management (Ireland) dac 0.00% — 608 $7K
Farmers & Merchants Investments Inc. 0.00% No change 488 $7K
Prestige Wealth Management Group LLC 0.00% No change 484 $7K
Fortitude Family Office, LLC 0.00% Add +10.9% 447 $6K
Trust Co. of Vermont 0.00% New 442 $6K
Spire Wealth Management 0.00% Add +4.0% 440 $6K
Truvestments Capital LLC 0.00% Reduce -98.7% 432 $6K
Bell Investment Advisors, Inc 0.00% Add +24.8% 392 $6K
Physician Wealth Advisors, Inc. 0.00% No change 388 $6K
Garton & Associates Financial Advisors LLC 0.00% — 382 $5K
Legacy Bridge, LLC 0.00% New 364 $5K
Richardson Financial Services Inc. 0.00% New 37 $5K
FNY Investment Advisers, LLC 0.00% Add +2757.1% 400 $5K
POM Investment Strategies, LLC 0.00% New 344 $5K
Ares Financial Consulting, LLC 0.00% — 329 $5K
Optiver Holding B.V. 0.00% New 296 $4K
JFS Wealth Advisors, LLC 0.00% Add +87.1% 290 $4K
MV Capital Management, Inc. 0.00% No change 285 $4K
Wealth Preservation Advisors, LLC 0.00% Reduce -1.1% 283 $4K
Glen Eagle Advisors, LLC 0.00% No change 272 $4K
Salomon & Ludwin, LLC 0.00% No change 239 $4K
SouthState Bank Corp 0.00% Reduce -12.8% 239 $3K
SHP Wealth Management 0.00% — 233 $3K
Abound Wealth Management 0.00% Reduce -87.2% 224 $3K
Millstone Evans Group, LLC 0.00% No change 222 $3K
Crewe Advisors LLC 0.00% New 219 $3K
Sachetta, LLC 0.00% No change 211 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 211 $3K
Valley National Advisers Inc. 0.00% New 259 $3K
Keating Financial Advisory Services, Inc. 0.00% — 203 $3K
Cedar Mountain Advisors, LLC 0.00% Add +92.4% 202 $3K
Atlantic Union Bankshares Corp 0.00% No change 200 $3K
Kilter Group LLC 0.00% Add +1.1% 192 $3K
Clark Wealth Partners 0.00% No change 188 $3K
Transamerica Financial Advisors, LLC 0.00% Add +747.6% 178 $3K
Thompson Investment Management, Inc. 0.00% No change 177 $3K
Strategic Investment Solutions, Inc. 0.00% Reduce -70.0% 170 $2K
Howard Hughes Medical Institute 0.00% No change 153 $2K
Bruce G. Allen Investments, LLC 0.00% No change 144 $2K
Hazlett, Burt & Watson, Inc. 0.00% New 135 $2K
Smithfield Trust Co 0.00% No change 162 $2K
IMG Wealth Management, Inc. 0.00% No change 138 $2K
Clayton Financial Group LLC 0.00% New 127 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 126 $2K
Cornerstone Financial Management LLC 0.00% — 125 $2K
Retirement Wealth Solutions LLC 0.00% Add +8.7% 125 $2K
True Wealth Design, LLC 0.00% Reduce -71.5% 125 $2K
DT Investment Partners, LLC 0.00% No change 125 $2K
Rakuten Securities, Inc. 0.00% Reduce -90.1% 117 $2K
Turning Point Benefit Group, Inc. 0.00% Add +714.3% 114 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 109 $2K
Rialto Wealth Management, LLC 0.00% Add +9.0% 109 $2K
Paladin Partners, LLC 0.00% — 100 $1K
Financial Consulate, Inc. 0.00% Add +119.0% 92 $1K
Johnson Financial Group, Inc. 0.00% Reduce -51.8% 92 $1K
Anchor Investment Management, LLC 0.00% No change 90 $1K
Signature Equity Partners, LLC 0.00% — 84 $1K
Ankerstar Wealth, LLC 0.00% — 83 $1K
Avion Wealth 0.00% No change 101 $1K
Tsfg, LLC 0.00% No change 50 $1K
McGuire Capital Advisors Inc. 0.00% — 67 $961
SJS Investment Consulting Inc. 0.00% Add +190.9% 64 $919
DiNuzzo Private Wealth, Inc. 0.00% Reduce -11.1% 64 $918
Centiva Capital, LP 0.00% New 59 $846
Elevation Wealth Partners, LLC 0.00% No change 56 $810
Bay Harbor Wealth Management, LLC 0.00% Add +12.5% 45 $645
Wolff Wiese Magana LLC 0.00% No change 40 $574
Dunhill Financial, LLC 0.00% Add +143.8% 39 $557
Wealth Watch Advisors, INC 0.00% No change 37 $531
Cornerstone Planning Group LLC 0.00% Add +37.5% 33 $501
Cullen/Frost Bankers, Inc. 0.00% New 34 $488
Essential Partners LLC 0.00% No change 32 $459
WestEnd Advisors, LLC 0.00% Reduce -3.1% 31 $445
Oakworth Capital, Inc. 0.00% No change 28 $402
Raffa Wealth Management, LLC 0.00% No change 26 $373
Three Bearings Fiduciary Advisors, Inc. 0.00% — 25 $371
Principia Wealth Advisory, LLC 0.00% Add +4.5% 23 $330
Hilton Head Capital Partners, LLC 0.00% — 20 $287
HFM Investment Advisors, LLC 0.00% Reduce -20.8% 19 $273
TFC Financial Management, Inc. 0.00% Reduce -90.8% 18 $259
WPG Advisers, LLC 0.00% No change 18 $258
Monetary Solutions, Ltd 0.00% — 16 $229
Nvwm, LLC 0.00% New 15 $215
Valued Wealth Advisors LLC 0.00% No change 14 $197
Inspire Investing, LLC 0.00% New 13 $190
Caitong International Asset Management Co., Ltd 0.00% Reduce -36.8% 12 $172
American Capital Advisory, LLC 0.00% Add +175.0% 11 $158
Quaker Wealth Management, LLC 0.00% Add +150.0% 10 $144
Activest Wealth Management 0.00% No change 10 $143
Smallwood Wealth Investment Management, LLC 0.00% No change 7 $100
Hughes Financial Services, LLC 0.00% New 5 $72
Winnacle Wealth LLC 0.00% No change 1 $15
Danske Bank A/S 0.00% New 1 $14

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