AESAES

13F holders, Q2 2026 (June 30)
706holders −46
73new positions
113sold out
9famous investors
$14.65avg. 13F price*

At the end of Q2 2026, 706 institutions reported holding AES Corp. (AES) in their 13F filings, down 46 from Q1 2026. 73 opened new positions and 113 sold out. The largest holders were BlackRock, Inc. ($722.4M), Vanguard Capital Management LLC ($681.8M) and State Street Corp. ($628.8M). 9 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions73$245.0M
Exits113$417.6M

All 13F filers, Q1 2026 → Q2 2026: 128,809,285 shares bought and 121,156,785 shares sold, net +7,652,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 706 holders

BlackRock, Inc. 0.01% Add +4.5% 49,278,892 $722.4M
Vanguard Capital Management LLC 0.01% Add +0.5% 46,504,987 $681.8M
State Street Corp. 0.02% Reduce -0.2% 42,891,937 $628.8M
Vanguard Portfolio Management LLC 0.02% Reduce -0.4% 35,374,898 $518.6M
Balyasny Asset Management L.P. 0.96% Add +209.7% 34,633,491 $507.7M
Geode Capital Management, LLC 0.02% Add +2.5% 25,120,280 $367.8M
Millennium Management 0.22% Add +114.6% 21,304,566 $312.3M
Morgan Stanley 0.02% Reduce -13.6% 20,996,464 $307.8M
Invesco Ltd. 0.02% Add +1.6% 18,548,188 $271.9M
Goldman Sachs Group Inc. 0.02% Add +13.8% 14,647,897 $214.7M
Citadel Advisors 0.12% Add +519.2% 13,701,040 $200.9M
AQR Arbitrage LLC 3.45% Add +66.3% 13,686,323 $200.3M
HBK Investments L P 2.09% New 11,070,839 $162.3M
Qube Research & Technologies Ltd 0.18% Add +131.5% 10,935,897 $160.3M
UBS Group AG 0.02% Reduce -36.0% 9,560,511 $140.2M
AQR Capital Management 0.04% Add +471.3% 8,295,592 $121.4M
Northern Trust Corp. 0.01% Reduce -5.5% 8,053,616 $118.1M
Dimensional Fund Advisors LP 0.02% Add +6.5% 7,888,298 $115.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.0% 7,745,034 $113.5M
Kryger Capital LLC 5.73% Add +204.0% 6,840,535 $100.3M
Bank of New York Mellon Corp 0.02% Reduce -2.3% 6,620,438 $97.1M
Ameriprise Financial Inc. 0.02% Reduce -80.5% 6,439,603 $94.4M
Bank of America Corp. 0.01% Reduce -25.2% 5,496,860 $80.6M
JPMorgan Chase & Co. 0.00% Add +33.0% 5,434,911 $80.0M
Gabelli Funds LLC 0.49% Add +20.5% 5,109,050 $74.9M
Fort Baker Capital Management LP 6.92% Add +8.3% 4,787,083 $70.2M
Verition Fund Management LLC 0.51% Reduce -1.8% 4,521,365 $66.3M
Man Group plc 0.12% Add +114.6% 4,444,679 $65.2M
LMR Partners LLP 0.56% Add +13.0% 4,255,679 $62.4M
SG Americas Securities, LLC 0.03% Reduce -71.4% 4,089,760 $60.0M
Vanguard Fiduciary Trust Co. 0.01% Reduce -0.2% 4,001,496 $58.7M
First Trust Advisors LP 0.03% Add +9.4% 3,922,854 $57.5M
Alliancebernstein L.P. 0.02% Add +28.3% 4,011,494 $56.5M
Capital International Investors 0.01% Reduce -29.1% 3,575,108 $52.4M
Voloridge Investment Management, LLC 0.22% Add +22.6% 3,544,629 $52.0M
Capula Management Ltd 0.23% Add +41.6% 3,502,352 $51.3M
Calamos Advisors LLC 0.26% Add +106.9% 3,438,138 $50.4M
Sona Asset Management (us) LLC 2.37% Reduce -70.0% 3,319,005 $48.7M
Amundi 0.01% Add +193.0% 2,879,483 $42.2M
Allianz Asset Management GmbH 0.04% Add +22.7% 2,747,887 $40.3M
Natixis 0.18% Add +38.1% 2,613,534 $38.3M
Deutsche Bank AG 0.01% Reduce -24.0% 2,398,205 $35.2M
GMO 0.08% Add +33.8% 2,351,186 $34.5M
Franklin Resources Inc. 0.01% Add +10.1% 2,244,830 $32.9M
Melqart Asset Management (UK) Ltd 2.93% Add +128.8% 2,103,152 $30.8M
Marshall Wace, LLP 0.03% Add +1122.1% 2,100,104 $30.8M
Alpine Associates Management Inc. 1.90% Add +9.4% 2,067,444 $30.3M
Squarepoint Ops LLC 0.06% Add +14.7% 2,004,414 $29.4M
Woodline Partners LP 0.09% Reduce -17.5% 1,954,544 $28.7M
HSBC Holdings PLC 0.01% Reduce -20.5% 1,882,234 $27.6M
Sand Grove Capital Management LLP 7.68% Add +7.8% 1,872,474 $27.5M
Energy Income Partners, LLC 0.43% Add +1.4% 1,847,213 $27.1M
WINTON GROUP Ltd 0.87% Add +17.3% 1,828,033 $26.8M
Gotham Asset Management 0.06% Add +335.4% 1,757,456 $25.8M
Bank of Nova Scotia 0.04% Add +329.6% 1,750,671 $25.7M
Healthcare of Ontario Pension Plan Trust Fund 0.04% Add +398.1% 1,734,586 $25.4M
Glazer Capital, LLC 0.63% Add +20.7% 1,689,649 $24.8M
Douglas Lane & Associates, LLC 0.34% Reduce -44.7% 1,683,832 $24.7M
Jane Street Group, LLC 0.02% Add +13.3% 1,656,276 $24.3M
National Bank of Canada 0.02% Add +99.1% 1,648,210 $24.2M
BNP Paribas Financial Markets 0.01% Add +62.2% 1,642,967 $24.1M
Hudson Bay Capital Management LP 0.12% Reduce -17.9% 1,600,000 $23.5M
Nuveen, LLC 0.01% Reduce -47.7% 1,575,152 $23.1M
Jupiter Topco LLC 0.01% — 1,524,008 $22.3M
Manufacturers Life Insurance Company, The 0.02% Reduce -19.9% 1,515,619 $22.2M
Vanguard Global Advisers, LLC 0.01% Reduce -0.6% 1,471,463 $21.6M
Barclays PLC 0.01% Reduce -18.8% 1,453,648 $21.3M
Swiss National Bank 0.01% Add +1.5% 1,430,800 $21.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.3% 1,423,275 $20.9M
Toronto Dominion Bank 0.03% Add +57.3% 1,375,589 $20.2M
Wells Fargo & Company 0.00% Reduce -41.1% 1,370,316 $20.1M
TIG Advisors, LLC 0.91% Reduce -24.5% 1,353,238 $19.8M
GAMCO Investors 0.18% Add +4.8% 1,339,300 $19.6M
Legal & General Group Plc 0.00% Add +7.3% 1,336,645 $19.6M
Governors Lane LP 1.97% No change 1,331,984 $19.5M
Yaupon Capital Management LP 0.65% Reduce -44.8% 1,323,277 $19.4M
Tudor Investment Corporation 0.08% Reduce -43.6% 1,302,440 $19.1M
Rockefeller Capital Management L.P. 0.03% Add +5.4% 1,269,016 $18.6M
Rhumbline Advisers 0.01% Add +0.8% 1,254,383 $18.4M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -52.2% 1,235,612 $18.1M
North Star Asset Management Inc. 0.71% Reduce -30.5% 1,227,209 $18.0M
Birnam Oak Advisors, LP 2.94% New 1,226,667 $18.0M
California Public Employees Retirement System 0.01% No change 1,213,210 $17.8M
Cerity Partners LLC 0.02% Add +29.3% 1,202,979 $17.6M
Citigroup Inc. 0.01% Reduce -71.8% 1,197,721 $17.6M
Nordea Investment Management AB 0.01% New 1,132,451 $16.6M
GABELLI & Co INVESTMENT ADVISERS, INC. 2.41% Add +140.0% 1,123,650 $16.5M
Polar Asset Management Partners Inc. 0.39% Add +697.8% 1,116,960 $16.4M
State of Wisconsin Investment Board 0.03% Add +3.8% 1,111,055 $16.3M
Focus Partners Wealth 0.02% Add +7.4% 1,109,941 $16.3M
Royal Bank of Canada 0.00% Reduce -23.7% 1,050,731 $15.4M
T. Rowe Price Associates Inc. 0.00% Add +0.5% 1,038,826 $15.2M
Westchester Capital Management, LLC 0.75% New 1,013,872 $14.9M
Centiva Capital, LP 0.50% Reduce -4.8% 999,107 $14.6M
Stansberry Asset Management, LLC 1.36% Reduce -0.7% 962,326 $14.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +6.7% 911,639 $13.4M
FMR LLC 0.00% Add +10.9% 892,243 $13.1M
American Century Companies Inc. 0.01% Add +106.5% 883,564 $13.0M
Bank of Montreal 0.00% Add +21.3% 877,064 $12.9M
California State Teachers Retirement System 0.01% Reduce -0.8% 828,213 $12.1M
Rock Point Advisors, LLC 2.87% Reduce -0.6% 801,429 $11.7M
Principal Financial Group Inc. 0.01% Reduce -1.9% 778,107 $11.4M
Raymond James Financial Inc. 0.00% Reduce -72.7% 753,101 $11.0M
SummitTX Capital, L.P. 0.29% Add +27.5% 742,983 $10.9M
Trexquant Investment LP 0.07% Add +610.6% 732,686 $10.7M
Pinebridge Investments LLC 0.09% Add +36.0% 707,913 $10.4M
Russell Investments Group, Ltd. 0.01% Add +66.0% 706,705 $10.4M
Quantinno Capital Management LP 0.01% Add +28.9% 689,633 $10.1M
New York State Teachers Retirement System 0.02% Reduce -2.4% 664,981 $9.7M
Prelude Capital Management, LLC 0.71% Add +74.8% 660,853 $9.7M
Susquehanna Portfolio Strategies, LLC 0.15% Reduce -31.4% 640,520 $9.4M
Lighthouse Investment Partners, LLC 0.28% Add +17.7% 623,669 $9.1M
New York Life Investment Management LLC 0.06% Add +535.9% 620,716 $9.1M
Kapitalo Investimentos Ltda 0.71% Reduce -56.3% 618,623 $9.1M
Advisors Asset Management, Inc. 0.13% Reduce -22.4% 599,455 $8.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +6.3% 583,363 $8.6M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.5% 569,762 $8.4M
Arrowstreet Capital, Limited Partnership 0.00% Add +4.9% 561,660 $8.2M
Stifel Financial Corp. 0.01% Reduce -22.6% 544,190 $8.0M
CastleKnight Management LP 0.29% Reduce -9.6% 534,530 $7.8M
Boothbay Fund Management, LLC 0.15% Add +94.8% 522,770 $7.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -7.6% 512,260 $7.5M
Pentwater Capital Management LP 0.06% No change 500,000 $7.3M
LMCG Investments, LLC 0.39% Reduce -3.1% 492,237 $7.2M
Stephens Inc. 0.08% Reduce -34.6% 488,429 $7.2M
Quinn Opportunity Partners LLC 0.33% No change 479,867 $7.0M
Envestnet Asset Management Inc. 0.00% Reduce -41.9% 471,654 $6.9M
Algert Global LLC 0.08% Reduce -10.1% 466,860 $6.8M
Massachusetts Financial Services Co. 0.00% Add +54.0% 466,238 $6.8M
RWC Asset Management LLP 0.28% Reduce -1.4% 464,123 $6.8M
Two Sigma Investments, LP 0.01% Add +597.8% 463,400 $6.8M
Sagefield Capital LP 0.49% Add +29.3% 450,717 $6.6M
Kintayl Capital LP 3.17% Add +14.4% 449,205 $6.6M
Madison Asset Management, LLC 0.08% Reduce -18.7% 447,000 $6.6M
LPL Financial LLC 0.00% Reduce -45.3% 433,488 $6.4M
Calydon Capital 0.92% Reduce -1.3% 429,813 $6.3M
Quarry LP 1.02% Add +3771.5% 429,431 $6.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +0.5% 429,242 $6.3M
Schonfeld Strategic Advisors LLC 0.03% Add +1017.9% 418,946 $6.1M
Mariner, LLC 0.01% Add +1580.0% 418,338 $6.1M
CBRE Investment Management Listed Real Assets LLC 0.09% Reduce -90.5% 417,193 $6.1M
Janney Montgomery Scott LLC 0.01% Reduce -5.2% 404,244 $5.9M
Maven Securities LTD 0.40% Add +310.8% 390,700 $5.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +125.8% 374,521 $5.5M
Treasurer of the State of North Carolina 0.01% Add +19.3% 362,455 $5.3M
Howard Capital Management, LLC 0.06% Add +4.2% 356,953 $5.2M
Victory Capital Management Inc. 0.00% Add +29.9% 353,399 $5.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -0.0% 350,348 $5.1M
Creative Planning 0.00% Add +106.1% 348,310 $5.1M
Prudential Financial Inc. 0.01% Add +1.2% 348,149 $5.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.8% 344,954 $5.1M
Swiss Life Asset Management Ltd 0.02% Reduce -6.0% 344,136 $5.0M
Moore Capital Management, LP 0.12% Add +26.1% 340,407 $5.0M
Investment Management Corp of Ontario 0.06% New 340,190 $5.0M
Wealthspire Advisors, LLC 0.03% Add +728.8% 335,378 $4.9M
Campbell Capital Management Inc. 1.76% Add +0.0% 334,561 $4.9M
Vontobel Holding Ltd. 0.02% Reduce -53.3% 329,468 $4.8M
HighTower Advisors, LLC 0.00% Reduce -20.8% 326,554 $4.8M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.5% 319,268 $4.7M
Point72 Asset Management 0.01% Reduce -14.3% 319,010 $4.7M
TritonPoint Partners, LLC 0.36% Add +763.5% 299,627 $4.4M
Nisa Investment Advisors, LLC 0.01% Reduce -1.6% 299,267 $4.4M
New York State Common Retirement Fund 0.01% Reduce -2.5% 298,210 $4.4M
NewEdge Advisors, LLC 0.01% Reduce -15.5% 298,202 $4.4M
Natixis Advisors, LLC 0.00% Add +58.3% 295,529 $4.3M
Tidal Investments LLC 0.01% Add +188.0% 290,604 $4.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.7% 279,114 $4.1M
Carson Advisory Inc. 1.86% Reduce -7.0% 276,977 $4.1M
Gsa Capital Partners LLP 0.25% Add +282.4% 273,874 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +49.4% 286,041 $4.0M
Tritonpoint Wealth, LLC 0.39% Reduce -5.0% 270,421 $4.0M
Public Employees Retirement System of Ohio 0.01% Add +10.8% 269,151 $3.9M
Tokio Marine Asset Management Co. Ltd. 0.12% Add +2.8% 266,700 $3.9M
Intech Investment Management LLC 0.04% Add +361.3% 266,425 $3.9M
Defiance ETFs, LLC 0.05% Add +264.6% 262,292 $3.8M
Y-Intercept (Hong Kong) Ltd 0.08% Reduce -53.1% 259,274 $3.8M
Machina Capital S.A.S. 0.60% Reduce -9.0% 258,359 $3.8M
Weiss Asset Management LP 0.06% Reduce -65.0% 246,240 $3.6M
Wolverine Asset Management LLC 0.18% Add +26.6% 242,845 $3.6M
Abc Arbitrage SA 0.38% New 241,199 $3.5M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.2% 240,968 $3.5M
Vazirani Asset Management LLC 17.31% Add +60.0% 240,000 $3.5M
TD Waterhouse Canada Inc. 0.01% Reduce -3.5% 233,600 $3.4M
Intact Investment Management Inc. 0.10% Add +19.4% 232,500 $3.4M
Gould Capital, LLC 1.89% Add +1.5% 231,656 $3.4M
Ieq Capital, LLC 0.02% New 227,290 $3.3M
Captrust Financial Advisors 0.00% Add +25.7% 219,184 $3.2M
ProShare Advisors LLC 0.00% Add +3.5% 215,807 $3.2M
CIBC Bancorp USA Inc. 0.00% Reduce -46.7% 215,835 $3.2M
Engineers Gate Manager LP 0.04% Reduce -66.1% 211,639 $3.1M
Gateway Investment Advisers LLC 0.03% Add +909.8% 210,564 $3.1M
Loomis Sayles & Co. L P 0.00% Reduce -0.3% 208,498 $3.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -21.3% 208,711 $3.1M
Alps Advisors Inc. 0.01% Add +60.0% 207,353 $3.0M
Cetera Investment Advisers 0.00% Reduce -31.3% 206,144 $3.0M
Mercer Global Advisors Inc. 0.00% Add +500.2% 205,339 $3.0M
Public Sector Pension Investment Board 0.01% Add +0.5% 203,653 $3.0M
Czech National Bank 0.02% Add +4.7% 202,992 $3.0M
Knights of Columbus Asset Advisors LLC 0.15% Reduce -47.5% 202,858 $3.0M
Raiffeisen Bank International AG 0.03% Reduce -33.3% 200,000 $2.9M
Quantbot Technologies LP 0.12% Reduce -67.8% 199,527 $2.9M
Great Lakes Advisors, LLC 0.02% Reduce -27.6% 198,893 $2.9M
Arizona State Retirement System 0.01% Add +0.5% 196,758 $2.9M
Commerzbank Aktiengesellschaft 0.06% Reduce -7.4% 195,390 $2.9M
First Citizens Bank & Trust Co. 0.04% Add +6.6% 190,807 $2.8M
Cozad Asset Management Inc. 0.18% Add +6.1% 189,803 $2.8M
Icon Advisers Inc. 0.53% Add +38.9% 189,428 $2.8M
Lido Advisors, LLC 0.01% Add +22.2% 187,314 $2.7M
Pictet Asset Management Holding SA 0.00% Add +25.3% 186,093 $2.7M
Retirement Solution LLC 0.52% New 182,925 $2.7M
State of Michigan Retirement System 0.01% Reduce -1.8% 182,595 $2.7M
Slagle Financial, LLC 0.80% Reduce -37.2% 182,294 $2.7M
Vanguard Investments Australia, Ltd. 0.01% Add +0.4% 180,676 $2.6M
Guggenheim Capital LLC 0.02% Reduce -21.7% 176,416 $2.6M
Nomura Holdings Inc. 0.01% Add +374.9% 174,135 $2.6M
Estate Counselors, LLC 0.21% New 169,790 $2.5M
Voya Investment Management LLC 0.00% Add +4.3% 168,621 $2.5M
Water Island Capital LLC 0.27% Reduce -9.8% 167,570 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -1.9% 163,108 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.2% 161,360 $2.4M
Group One Trading LLC 0.07% Reduce -66.1% 161,270 $2.4M
Coldstream Capital Management Inc. 0.03% Reduce -7.7% 159,949 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +12.2% 159,487 $2.3M
CIBC Asset Management Inc 0.01% Reduce -1.1% 157,537 $2.3M
PNC Financial Services Group, Inc. 0.00% Reduce -10.5% 156,555 $2.3M
State of Tennessee, Department of Treasury 0.01% Add +115.3% 156,075 $2.3M
Weaver C. Barksdale & Associates, Inc. 2.05% Reduce -0.3% 155,922 $2.3M
DLD Asset Management, LP 0.61% Add +8.2% 153,693 $2.3M
Greenland Capital Management LP 0.48% No change 153,233 $2.2M
CenterBook Partners LP 0.11% New 152,874 $2.2M
TPG GP A, LLC 0.05% New 150,000 $2.2M
Corient Private Wealth LP 0.00% Add +26.0% 149,984 $2.2M
Retirement Systems of Alabama 0.01% Reduce -0.9% 149,814 $2.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.9% 147,687 $2.2M
Fifth Third Bancorp 0.00% Reduce -12.7% 146,664 $2.2M
Sei Investments Co. 0.00% Reduce -68.5% 145,834 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -0.7% 141,512 $2.1M
Monarch Capital Management Inc. 0.47% Add +0.2% 139,351 $2.0M
Sanctuary Advisors, LLC 0.01% Add +0.8% 136,967 $2.0M
Cantor Fitzgerald, L. P. 0.04% Reduce -49.6% 135,000 $2.0M
Virtu Financial LLC 0.06% Reduce -1.1% 132,582 $1.9M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -50.0% 130,000 $1.9M
Fideuram Asset Management (Ireland) dac 0.04% Add +22223.5% 129,476 $1.9M
NEOS Investment Management LLC 0.01% Add +9.3% 124,046 $1.8M
Carret Asset Management, LLC 0.16% Reduce -4.9% 123,840 $1.8M
Pacer Advisors, Inc. 0.00% Add +247.0% 123,508 $1.8M
Amalgamated Bank 0.01% Reduce -13.7% 123,426 $1.8M
Acorn Financial Advisory Services Inc. 0.24% Reduce -6.4% 121,512 $1.8M
Patrick Mauro Investment Advisor, INC. 0.89% Reduce -34.1% 120,633 $1.8M
Flputnam Investment Management Co. 0.02% New 118,594 $1.7M
Benjamin Edwards Inc. 0.02% Add +0.4% 118,015 $1.7M
Blackstone Inc. 0.01% Reduce -1.8% 117,545 $1.7M
TD Asset Management Inc 0.00% Reduce -7.2% 114,266 $1.7M
Utah Retirement Systems 0.01% Reduce -7.5% 107,881 $1.6M
Olympiad Research LP 3.12% Add +190.4% 102,389 $1.5M
Himension Capital (singapore) Pte. LTD. 0.09% Reduce -8.9% 101,962 $1.5M
CSS LLC 0.20% Add +90.5% 101,900 $1.5M
Investors Research Corp 0.27% Reduce -1.9% 101,767 $1.5M
Brevan Howard Capital Management LP 0.02% Reduce -19.3% 101,066 $1.5M
FNY Investment Advisers, LLC 0.54% Add +49950.0% 100,100 $1.5M
Credit Capital Investments LLC 0.84% Reduce -21.3% 100,000 $1.5M
BTG Pactual Asset Management US LLC 0.11% Reduce -17.1% 99,478 $1.5M
Versor Investments LP 3.06% Add +253.5% 99,295 $1.5M
Old Second National Bank of Aurora 0.27% Reduce -0.7% 98,597 $1.4M
D. E. Shaw & Co. 0.00% Reduce -31.1% 93,215 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -37.0% 92,931 $1.4M
Neuberger Berman Group LLC 0.00% Add +0.5% 92,658 $1.4M
CPC Advisors, LLC 0.18% Add +1.9% 89,292 $1.3M
McKinney Capital Management, LLC 0.51% Add +13.6% 88,507 $1.3M
Oregon Public Employees Retirement Fund 0.01% Add +7.5% 87,710 $1.3M
ING Groep NV 0.01% Reduce -4.5% 87,684 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +10.2% 87,576 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -1.7% 86,689 $1.3M
Vise Technologies, Inc. 0.01% Add +340.0% 86,059 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -86.7% 85,855 $1.3M
NINE MASTS CAPITAL Ltd 0.17% Reduce -91.5% 83,825 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -9.8% 83,313 $1.2M
Summit Trail Advisors, LLC 0.02% Add +15.4% 82,829 $1.2M
Xponance LLC 0.01% Add +0.2% 79,947 $1.2M
Rafferty Asset Management, LLC 0.00% Add +36.7% 78,768 $1.2M
Marex Group Ltd 0.01% New 78,727 $1.2M
Capital Fund Management S.A. 0.01% Add +42.8% 78,112 $1.1M
M&T Bank Corp 0.00% Add +1.0% 77,492 $1.1M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -82.5% 77,390 $1.1M
Mutual Advisors, LLC 0.02% Add +5.4% 77,221 $1.1M
Summit Securities Group LLC 0.22% Add +10.1% 76,565 $1.1M
Nicholas Wealth, LLC. 0.61% Add +0.2% 76,461 $1.1M
Rakuten Investment Management, Inc. 0.00% Add +7.8% 75,611 $1.1M
Lynx Investment Advisory 0.36% Add +0.1% 75,005 $1.1M
DekaBank Deutsche Girozentrale 0.00% No change 78,144 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -3.0% 73,456 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 70,743 $1.0M
Cape Investment Advisory, Inc. 0.27% Add +1.1% 69,878 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -2.1% 69,876 $1.0M
AdvisorNet Financial, Inc 0.05% Reduce -41.4% 69,135 $1.0M
Arax Advisory Partners 0.01% Add +2626.2% 68,864 $1.0M
Oak Thistle LLC 0.10% Reduce -68.7% 68,549 $1.0M
Wbi Investments, LLC 0.25% Reduce -4.3% 67,563 $990K
Federation des caisses Desjardins du Quebec 0.00% Reduce -81.3% 67,392 $988K
Aberdeen Group plc 0.00% Reduce -9.2% 67,366 $988K
Jones Financial Companies LLLP 0.00% Reduce -6.0% 67,121 $985K
PensionDanmark Pensionsforsikringsaktieselskab 0.01% No change 66,786 $979K
Glenmede Trust Co. NA 0.00% Add +7.4% 65,941 $967K
Eagle Harbor Asset Management Inc. 0.76% Reduce -1.9% 65,787 $964K
WJ Financial Advisors LLC 0.71% Reduce -13.7% 65,760 $964K
Rothschild Investment LLC 0.04% Add +4474.8% 65,374 $958K
Arvest Bank Trust Division 0.05% Reduce -6.2% 65,146 $955K
Integrated Wealth Concepts LLC 0.01% Add +531.8% 64,594 $947K
Smith, Moore & Co. 0.06% Reduce -2.3% 64,313 $943K
iA Global Asset Management Inc. 0.01% New 63,513 $931K
Douglass Winthrop Advisors, LLC 0.02% No change 62,242 $912K
Cibc World Market Inc. 0.00% Reduce -1.1% 62,192 $912K
Daiwa Securities Group Inc. 0.00% Add +6.2% 61,666 $904K
Equitec Proprietary Markets, LLC 0.22% No change 61,000 $894K
J. Safra Sarasin Holding AG 0.01% No change 62,493 $881K
IMC-Chicago, LLC 0.01% Reduce -40.2% 58,997 $865K
Simplex Trading, LLC 0.02% Reduce -67.8% 58,694 $860K
Huntington National Bank 0.01% Reduce -14.4% 57,259 $839K
Sequoia Financial Advisors, LLC 0.00% Add +125.3% 57,105 $837K
Evergreen Capital Management LLC 0.01% Reduce -85.9% 56,967 $835K
HB Wealth Management, LLC 0.00% Add +43.1% 56,914 $834K
Redwood Investment Management, LLC 0.08% Add +22.2% 56,325 $826K
Mizuho Securities USA LLC 0.01% Add +29.7% 55,832 $818K
&partners 0.00% Reduce -59.0% 55,739 $817K
Teachers Retirement System of the State of Kentucky 0.01% No change 55,702 $816K
A&I Financial Services, LLC 0.35% Add +8.9% 55,443 $813K
Avity Investment Management Inc. 0.05% Reduce -19.1% 55,000 $806K
Union Bancaire Privee, UBP SA 0.01% Add +11.3% 70,992 $791K
Cowa, LLC 0.21% Reduce -0.7% 53,682 $787K
Bleakley Financial Group, LLC 0.01% Add +230.2% 52,599 $771K
Walleye Trading LLC 0.01% Reduce -22.1% 52,576 $771K
Moors & Cabot, Inc. 0.03% Reduce -11.5% 51,848 $760K
Sagewood Asset Management LP 0.17% Add +5.7% 51,507 $755K
O'shaughnessy Asset Management, LLC 0.00% Add +2.1% 51,081 $749K
Camelot Portfolios, LLC 0.52% Reduce -13.7% 49,797 $730K
Invst, LLC 0.07% Reduce -0.6% 49,572 $727K
Tower Research Capital LLC (TRC) 0.02% Reduce -34.9% 48,897 $717K
US Bancorp \de 0.00% Reduce -1.5% 48,878 $717K
XTX Topco Ltd 0.01% Add +127.9% 48,855 $716K
Atlas Capital Advisors Inc. 0.08% Reduce -10.2% 48,786 $715K
UniSuper Management Pty Ltd 0.00% Reduce -57.2% 48,363 $709K
Steward Partners Investment Advisory, LLC 0.00% Add +94.6% 47,424 $695K
One Capital Management, LLC 0.02% No change 49,325 $695K
Burns Matteson Capital Management, LLC 0.21% New 45,804 $671K
Ridgewood Investments LLC 0.25% Reduce -32.6% 45,661 $669K
Merit Financial Group, LLC 0.00% Add +26.6% 45,644 $669K
United Capital Financial Advisors, LLC 0.00% Reduce -42.0% 45,537 $668K
Arvest Investments, Inc. 0.08% Reduce -2.5% 45,480 $667K
Pathstone Holdings, LLC 0.00% Add +1.9% 45,389 $667K
Empowered Funds, LLC 0.00% Reduce -88.8% 44,596 $654K
Allspring Global Investments Holdings, LLC 0.00% Add +8.1% 43,591 $638K
WASHINGTON TRUST Co 0.02% Reduce -67.5% 42,879 $629K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +7.2% 41,966 $615K
SVB Wealth LLC 0.04% Reduce -22.7% 41,923 $615K
Two Sigma Securities, LLC 0.05% Add +185.6% 41,631 $610K
Chelsea Counsel Co. 0.25% No change 41,000 $601K
Truist Financial Corp. 0.00% Reduce -13.6% 40,847 $599K
Cambria Investment Management, L.P. 0.03% Reduce -2.7% 40,727 $597K
River Street Advisors LLC 0.17% Add +1.2% 40,353 $592K
Hartford Investment Management Co. 0.02% Reduce -2.0% 39,632 $581K
Chase Investment Counsel Corp. 0.12% Add +0.6% 39,675 $581K
New England Research & Management, Inc. 0.21% Add +15.7% 37,690 $553K
MAI Capital Management 0.00% Add +380.9% 37,489 $550K
AlphaGrep UK Ltd 0.17% Reduce -35.3% 37,009 $543K
IFP Advisors, Inc 0.01% Reduce -26.7% 36,739 $539K
Louisiana State Employees Retirement System 0.01% Add +0.3% 36,400 $534K
Wealthfront Advisers LLC 0.00% Add +15.3% 35,981 $527K
Prospera Financial Services Inc 0.01% Reduce -11.2% 35,698 $523K
Norinchukin Bank, The 0.01% Add +12.5% 35,433 $519K
Argent Trust Co 0.01% Reduce -0.2% 35,410 $519K
New Mexico Educational Retirement Board 0.01% Add +7.6% 35,422 $519K
Mariner Investment Group LLC 0.19% No change 35,000 $513K
Spirit of America Management Corp. 0.10% No change 34,500 $506K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +2.1% 34,025 $499K
GAMMA Investing LLC 0.02% Add +10.3% 33,921 $497K
Integrated Advisors Network LLC 0.02% New 33,752 $495K
Crossmark Global Holdings, Inc. 0.01% Add +2.0% 33,624 $493K
Mackenzie Financial Corp. 0.00% Add +0.0% 33,582 $492K
Maryland State Retirement & Pension System 0.01% No change 33,144 $486K
AE Wealth Management LLC 0.00% Add +0.8% 33,103 $485K
Dark Forest Capital Management LP 0.03% Add +211.2% 32,438 $476K
Bessemer Group Inc. 0.00% Add +24.8% 31,908 $467K
Alberta Investment Management Corp 0.00% No change 31,800 $466K
Vinva Investment Management Ltd 0.00% Reduce -17.4% 21,762 $463K
Macquarie Group Ltd. 0.00% Add +35.9% 31,933 $463K
Cresset Asset Management, LLC 0.00% Reduce -11.6% 31,420 $461K
Empower Advisory Group, LLC 0.00% Reduce -80.6% 31,172 $457K
Waverly Advisors, LLC 0.00% Add +59.3% 30,367 $445K
South Dakota Investment Council 0.01% No change 30,269 $444K
Apollon Wealth Management, LLC 0.01% Add +31.6% 29,526 $433K
Asset Management One Co., Ltd. 0.00% Add +12.4% 29,452 $432K
Brighton Jones LLC 0.01% New 29,168 $428K
Caption Management, LLC 0.02% New 29,100 $427K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.1% 28,877 $423K
Mather Group, Llc. 0.00% Reduce -16.6% 28,248 $414K
MUFG Securities EMEA plc 0.00% Reduce -4.6% 27,885 $409K
PenderFund Capital Management Ltd. 0.18% Add +69.5% 27,800 $408K
CHICAGO TRUST Co NA 0.06% Add +2.1% 27,652 $405K
Oppenheimer & Co. Inc. 0.00% Reduce -47.1% 27,130 $398K
BCM Advisors, LLC 0.08% Reduce -0.1% 26,600 $395K
Capital International, Inc. 0.00% Reduce -8.8% 26,662 $391K
World Investment Advisors 0.01% Reduce -2.5% 27,472 $388K
Exchange Traded Concepts, LLC 0.00% Reduce -5.0% 26,336 $386K
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 26,283 $385K
Walleye Capital LLC 0.00% Reduce -1.3% 26,220 $384K
Whittier Trust Co. 0.00% Add +6.1% 25,963 $378K
Farther Finance Advisors, LLC 0.00% Add +31.9% 25,300 $371K
Cannell & Spears LLC 0.01% No change 25,155 $369K
Praxis Investment Management Inc. 0.02% Add +9.7% 25,016 $367K
Nomura Asset Management Co. Ltd. 0.00% Reduce -18.5% 24,640 $361K
Baird Financial Group, Inc. 0.00% Reduce -39.5% 24,528 $360K
Compound Planning, Inc. 0.01% Reduce -5.9% 23,988 $352K
Kovack Advisors, Inc. 0.02% Reduce -21.1% 23,656 $347K
Federated Hermes, Inc. 0.00% Reduce -8.8% 23,557 $345K
Schroder Investment Management Group 0.00% No change 23,387 $342K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 23,094 $339K
Bayforest Capital Ltd 0.31% Add +63.3% 22,991 $337K
Kestra Private Wealth Services, LLC 0.00% Reduce -10.8% 22,940 $336K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.3% 22,865 $335K
Quadrant Capital Group LLC 0.01% Reduce -17.0% 22,647 $332K
Credit Agricole S A 0.00% Reduce -87.6% 22,503 $330K
KBC Group NV 0.00% No change 22,352 $328K
Profund Advisors LLC 0.01% Reduce -8.1% 22,328 $327K
Permanent Capital Management, LP 0.04% Add +87.1% 21,915 $321K
Ritholtz Wealth Management 0.00% Add +19.4% 21,721 $318K
Mufg Securities Americas Inc. 0.02% Add +9.0% 21,479 $315K
Bridgefront Capital, LLC 0.08% Reduce -56.3% 21,471 $315K
Sterling Capital Management LLC 0.01% Reduce -10.2% 21,380 $313K
Commerce Bank 0.00% Reduce -1.3% 21,332 $313K
North Dakota State Investment Board 0.01% Add +1.7% 21,114 $310K
STRS Ohio 0.00% Add +23.3% 20,928 $307K
Indivisible Partners 0.02% Add +0.3% 20,684 $303K
V-Square Quantitative Management LLC 0.03% Add +0.5% 20,506 $301K
Verus Capital Partners, LLC 0.02% Reduce -35.1% 20,302 $298K
Ridge Creek Global, Inc 0.23% No change 20,000 $293K
Focus Partners Advisor Solutions, LLC 0.00% New 19,910 $292K
Empirical Finance, LLC 0.01% Reduce -0.6% 19,889 $292K
SeaCrest Wealth Management, LLC 0.03% Reduce -6.6% 19,854 $291K
Bull Harbor Capital LLC 0.06% New 19,665 $288K
Citizens Financial Group Inc. 0.00% New 19,156 $281K
Securian Asset Management, Inc. 0.01% Reduce -1.5% 18,972 $280K
Frec Markets, Inc. 0.03% New 19,015 $279K
A. D. Beadell Investment Counsel, Inc. 0.17% Reduce -73.8% 18,600 $272K
Oak Family Advisors, LLC 0.08% Reduce -18.9% 18,520 $272K
Keybank National Association 0.00% Add +19.9% 18,485 $271K
Allworth Financial LP 0.00% Add +205.8% 18,365 $269K
Venture Visionary Partners LLC 0.01% Reduce -91.4% 18,153 $266K
North Star Investment Management Corp. 0.01% No change 18,000 $264K
SteelPeak Wealth, LLC 0.01% Add +5.6% 17,864 $262K
Pallas Capital Advisors LLC 0.01% New 17,752 $260K
Kaizen Financial Strategies 0.10% Reduce -20.9% 17,552 $257K
Beacon Pointe Advisors, LLC 0.00% New 17,448 $256K
BCS Wealth Management 0.05% No change 17,314 $254K
Ironwood Investment Management LLC 0.09% No change 17,253 $253K
S&co Inc. 0.01% No change 17,000 $249K
Bruni J V & Co. 0.02% Reduce -98.1% 16,750 $246K
PFG Advisors 0.01% No change 16,348 $240K
NorthCrest Asset Manangement, LLC 0.01% New 16,225 $239K
Blair William & Co. 0.00% New 16,299 $239K
Wedmont Private Capital 0.01% Add +36.9% 16,077 $238K
GC Wealth Management RIA, LLC 0.01% Add +1.0% 15,855 $232K
Dorsey & Whitney Trust CO LLC 0.01% Add +6.5% 15,672 $230K
Valeo Financial Advisors, LLC 0.00% Reduce -5.5% 15,620 $229K
QRG Capital Management, Inc. 0.00% Add +14.7% 15,480 $227K
FIL Ltd 0.00% New 15,177 $222K
Clare Market Investments LLC 0.04% No change 15,000 $220K
Associated Banc-Corp 0.01% New 15,000 $220K
DAVENPORT & Co LLC 0.00% Add +25.0% 15,000 $220K
Global Retirement Partners, LLC 0.00% — 14,968 $219K
CX Institutional 0.01% Add +5.2% 14,965 $219K
Cidel Asset Management Inc. 0.01% No change 14,897 $218K
Kestra Advisory Services, LLC 0.00% Reduce -52.2% 14,780 $217K
Kendall Capital Management 0.04% Reduce -6.1% 14,709 $216K
Augustine Asset Management Inc. 0.04% Reduce -1.4% 14,318 $210K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -41.0% 14,267 $209K
Parallel Advisors, LLC 0.00% Add +3.9% 14,232 $209K
Parcion Private Wealth LLC 0.01% New 14,152 $207K
Atom Investors LP 0.02% New 13,895 $204K
Krilogy Financial LLC 0.01% New 13,842 $203K
Greenleaf Trust 0.00% Add +1.6% 13,748 $202K
Clear Harbor Asset Management, LLC 0.01% Reduce -27.1% 13,744 $201K
MCF Advisors LLC 0.01% Add +1.1% 13,667 $200K
Avantax Planning Partners, Inc. 0.00% Reduce -0.5% 13,325 $195K
Silvercrest Asset Management Group LLC 0.00% No change 13,220 $194K
Metis Global Partners, LLC 0.00% Reduce -2.1% 13,068 $192K
Birch Financial Group, LLC 0.10% No change 12,823 $188K
Chicago Partners Investment Group LLC 0.00% New 12,666 $188K
Tema ETFs LLC 0.01% Add +10.0% 12,712 $186K
Choreo, LLC 0.00% Add +9.0% 12,695 $186K
Horizon Investments, LLC 0.00% Reduce -2.1% 12,804 $186K
Transcend Capital Advisors, LLC 0.01% New 12,650 $185K
Coastwise Capital Group, LLC 0.10% New 12,258 $180K
Syon Capital LLC 0.01% New 12,221 $179K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -37.8% 12,229 $179K
Atria Investments, Inc 0.00% Reduce -83.5% 12,177 $179K
Perigon Wealth Management, LLC 0.00% Reduce -82.7% 12,097 $177K
DRW Securities, LLC 0.01% New 11,923 $175K
Wedbush Securities Inc. 0.00% Reduce -52.1% 11,704 $172K
Chesley Taft & Associates LLC 0.01% No change 11,698 $171K
Curi Capital, LLC 0.00% New 11,692 $171K
Peapack Gladstone Financial Corp. 0.00% Reduce -12.8% 11,572 $170K
Florida Trust Wealth Management Co 0.00% No change 11,549 $169K
Belvedere Trading LLC 0.01% New 11,499 $169K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.4% 11,463 $168K
Jeppson Wealth Management, LLC 0.05% No change 11,421 $167K
Savvy Advisors, Inc. 0.00% New 11,371 $167K
Diversify Advisory Services, LLC 0.00% New 11,218 $166K
Diversify Wealth Management, LLC 0.00% Reduce -79.2% 11,218 $166K
R Squared Ltd 0.09% New 11,257 $165K
Assetmark, Inc. 0.00% Reduce -11.8% 11,210 $164K
Pathway Financial Advisers, LLC 0.04% Add +0.0% 11,068 $162K
Modern Wealth Management, LLC 0.00% New 11,063 $162K
Bullock Wealth Management Group 0.07% No change 10,901 $160K
Wilmington Savings Fund Society, FSB 0.00% Add +0.5% 10,836 $159K
Composition Wealth, LLC 0.00% New 10,830 $159K
Total Clarity Wealth Management, Inc. 0.03% Add +0.4% 10,701 $157K
Sawgrass Asset Management LLC 0.02% New 10,662 $156K
MML Investors Services, LLC 0.00% Reduce -58.6% 10,640 $156K
Eads & Heald Wealth Management 0.08% New 10,575 $155K
Seneca Financial Advisors LLC 0.04% No change 10,420 $153K
FSM Wealth Advisors, LLC 0.02% Reduce -11.5% 10,383 $152K
Lanark Financial, Inc. 0.01% Reduce -11.9% 10,179 $149K
AlphaCore Capital LLC 0.00% New 10,159 $149K
Meeder Advisory Services, Inc. 0.01% Reduce -3.3% 10,071 $148K
Resona Asset Management Co.,Ltd. 0.00% No change 9,686 $142K
UMB Bank, n.a. 0.00% Reduce -91.6% 8,377 $123K
Canada Post Corp Registered Pension Plan 0.00% No change 7,280 $107K
Eurizon Capital SGR S.p.A. 0.00% Add +2.9% 7,269 $106K
Rakuten Securities, Inc. 0.02% Add +109.5% 7,112 $104K
EverSource Wealth Advisors, LLC 0.00% Add +31.8% 6,978 $102K
Toth Financial Advisory Corp. 0.01% Reduce -11.8% 6,700 $98K
Continuum Advisory, LLC 0.01% New 6,662 $98K
Essential Partners LLC 0.04% Add +8102.5% 6,480 $95K
CoreCap Advisors, LLC 0.00% Add +158.4% 6,277 $92K
Clearstead Trust, LLC 0.01% Reduce -5.0% 6,180 $91K
Ameritas Investment Partners, Inc. 0.00% Reduce -8.9% 6,120 $90K
Brown Brothers Harriman & Co. 0.00% Add +48.6% 5,998 $88K
Evermay Wealth Management LLC 0.01% No change 5,300 $78K
Contravisory Investment Management, Inc. 0.01% Reduce -1.2% 5,184 $76K
Mountain Hill Investment Partners Corp. 0.04% No change 5,000 $73K
Signaturefd, LLC 0.00% Add +6.8% 4,941 $72K
Clearstead Advisors, LLC 0.00% Reduce -96.6% 4,803 $70K
Hantz Financial Services, Inc. 0.00% Reduce -14.3% 4,598 $67K
Trust Co. of Toledo NA 0.01% No change 4,400 $65K
Deseret Mutual Benefit Administrators 0.02% No change 3,849 $56K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.9% 3,842 $56K
Versant Capital Management, Inc 0.01% Reduce -15.5% 3,782 $55K
Harbor Investment Advisory, LLC 0.00% No change 3,659 $54K
SBI Securities Co., Ltd. 0.00% Add +12.5% 3,609 $53K
Harbour Investments, Inc. 0.00% Reduce -12.6% 3,562 $52K
Parkside Financial Bank & Trust 0.00% Add +4.1% 3,142 $46K
Larson Financial Group LLC 0.00% Add +34.3% 3,112 $46K
Private Wealth Asset Management, LLC 0.00% No change 3,056 $45K
TD Private Client Wealth LLC 0.00% Add +3.5% 3,055 $45K
Burnham & Co LLC 0.04% — 3,000 $44K
Cromwell Holdings LLC 0.02% Add +3.2% 2,563 $38K
Bartlett & Co. Wealth Management LLC 0.00% Add +23.2% 2,532 $37K
Core Capital Management & Research, inc. 0.02% — 2,500 $37K
Quent Capital, LLC 0.00% Add +77.2% 2,401 $35K
Princeton Global Asset Management LLC 0.00% No change 2,308 $34K
Anchor Investment Management, LLC 0.00% Add +2444.4% 2,290 $34K
Los Angeles Capital Management LLC 0.00% No change 2,261 $33K
Zions Bancorporation, National Association 0.00% Reduce -91.2% 2,123 $31K
Owl Creek Wealth Partners LLC 0.01% No change 2,094 $31K
Elevated Capital Advisors, LLC 0.01% No change 2,094 $31K
Kennebec Savings Bank 0.02% New 2,000 $29K
CYBER HORNET ETFs LLC 0.02% Reduce -0.8% 1,943 $28K
Capital Advisors, Ltd. LLC 0.00% No change 1,909 $28K
True Wealth Design, LLC 0.01% Add +985.7% 1,900 $28K
Heritage Wealth Advisors 0.00% Reduce -74.3% 1,875 $27K
Bogart Wealth, LLC 0.00% Add +4.1% 1,784 $26K
GW&K Investment Management, LLC 0.00% Add +22.7% 1,703 $25K
Spire Wealth Management 0.00% Add +271.4% 1,660 $24K
Glen Eagle Advisors, LLC 0.00% No change 1,579 $23K
Private Trust Co. NA 0.00% Reduce -30.1% 1,579 $23K
Byrne Asset Management LLC 0.01% Reduce -6.0% 1,570 $23K
Basecamp Wealth Advisors LLC 0.00% Reduce -2.3% 1,501 $22K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 1,483 $22K
First Bancorp, Inc 0.01% New 1,397 $20K
Hilltop National Bank 0.00% No change 1,300 $19K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 1,233 $18K
CVA Family Office, LLC 0.00% Add +65.9% 1,118 $16K
Blue Trust, Inc. 0.00% Reduce -1.8% 1,024 $15K
Fiduciary Financial Advisors 0.00% New 1,023 $15K
Monetary Management Group Inc. 0.00% No change 1,000 $15K
Concord Wealth Partners 0.00% New 1,000 $15K
Fortitude Family Office, LLC 0.00% Add +42.7% 942 $14K
Smartleaf Asset Management LLC 0.00% No change 908 $13K
CENTRAL TRUST Co 0.00% Add +2661.3% 856 $13K
Costello Asset Management, INC 0.00% No change 850 $12K
Eastern Bank 0.00% No change 850 $12K
Gen-Wealth Partners Inc 0.00% No change 844 $12K
Montag A & Associates Inc. 0.00% No change 840 $12K
Geneos Wealth Management Inc. 0.00% Reduce -32.5% 809 $12K
Wealth Enhancement Trust Services, Inc. 0.00% New 793 $12K
Leonteq Securities AG 0.00% Reduce -44.6% 756 $11K
Covestor Ltd 0.01% Reduce -22.4% 741 $11K
Medallion Wealth Advisors, LLC 0.00% No change 700 $10K
IMA Advisory Services, Inc. 0.00% Add +3929.4% 685 $10K
Aventura Private Wealth, LLC 0.00% No change 660 $10K
Strategic Wealth Partners, Ltd. 0.00% No change 649 $10K
McDonald Partners LLC 0.00% New 630 $9K
Rossby Financial, LCC 0.00% Reduce -46.3% 580 $9K
SJS Investment Consulting Inc. 0.00% Add +641.0% 578 $8K
Hilton Head Capital Partners, LLC 0.00% No change 555 $8K
Addison Advisors LLC 0.00% Reduce -7.2% 500 $7K
Founders Capital Management 0.00% No change 500 $7K
Tripletail Wealth Management, LLC 0.01% No change 500 $7K
Sachetta, LLC 0.00% Add +3.2% 490 $7K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -33.4% 487 $7K
Prestige Wealth Management Group LLC 0.00% No change 484 $7K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% No change 57 $7K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.1% 473 $7K
SHP Wealth Management 0.00% Add +17.4% 472 $7K
Manchester Capital Management LLC 0.00% Add +22.8% 464 $7K
Keating Financial Advisory Services, Inc. 0.00% Add +20.3% 462 $7K
Truvestments Capital LLC 0.00% No change 432 $6K
Bell Investment Advisors, Inc 0.00% Add +8.9% 427 $6K
Bokf, NA 0.00% New 406 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 400 $6K
Physician Wealth Advisors, Inc. 0.00% No change 388 $6K
JFS Wealth Advisors, LLC 0.00% Add +28.6% 387 $6K
Bangor Savings Bank 0.00% Reduce -99.6% 370 $5K
Salomon & Ludwin, LLC 0.00% Reduce -69.2% 364 $5K
POM Investment Strategies, LLC 0.01% No change 344 $5K
HHM Wealth Advisors, LLC 0.00% Add +1.2% 340 $5K
Elevation Wealth Partners, LLC 0.00% Add +296.4% 333 $5K
Ares Financial Consulting, LLC 0.00% No change 329 $5K
Cedar Mountain Advisors, LLC 0.00% Add +51.2% 307 $4K
Transamerica Financial Advisors, LLC 0.00% Add +628.6% 306 $4K
MV Capital Management, Inc. 0.00% Add +0.3% 285 $4K
Rialto Wealth Management, LLC 0.00% Add +86.8% 226 $3K
Arlington Trust Co LLC 0.00% No change 222 $3K
Crewe Advisors LLC 0.00% New 213 $3K
SouthState Bank Corp 0.00% No change 209 $3K
Atlantic Union Bankshares Corp 0.00% No change 200 $3K
Kilter Group LLC 0.00% No change 190 $3K
Activest Wealth Management 0.00% Add +433.3% 176 $3K
Strategic Investment Solutions, Inc. 0.00% Add +1.2% 173 $3K
Luminist Capital LLC 0.00% New 168 $2K
Bruce G. Allen Investments, LLC 0.00% No change 144 $2K
Smithfield Trust Co 0.00% No change 162 $2K
DT Investment Partners, LLC 0.00% No change 125 $2K
West Paces Advisors Inc. 0.00% New 119 $2K
Synergy Investment Management, LLC 0.00% Reduce -42.2% 118 $2K
Caldwell Sutter Capital, Inc. 0.00% New 111 $2K
Millstone Evans Group, LLC 0.00% No change 109 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +25.9% 102 $1K
Paladin Partners, LLC 0.00% No change 100 $1K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% Reduce -100.0% 100 $1K
Dunhill Financial, LLC 0.00% Add +37.7% 95 $1K
Financial Consulate, Inc. 0.00% No change 92 $1K
Cornerstone Financial Management LLC 0.00% Reduce -28.8% 89 $1K
Burk Holdings LLC 0.00% No change 87 $1K
Highline Wealth Partners LLC 0.00% Add +8400.0% 85 $1K
Ankerstar Wealth, LLC 0.00% No change 83 $1K
NBT Bank, N.A. 0.00% No change 78 $1K
Westside Investment Management, Inc. 0.00% No change 75 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 74 $1K
Avion Wealth 0.00% No change 101 $1K
Tsfg, LLC 0.00% No change 50 $1K
Highland Investment Advisors LLC 0.00% — 68 $999
Washington Trust Advisors, Inc. 0.00% New 66 $968
Valley National Advisers Inc. 0.00% New 57 $836
Principia Wealth Advisory, LLC 0.00% Reduce -12.5% 49 $718
Abound Wealth Management 0.00% Reduce -78.6% 48 $704
Cornerstone Planning Group LLC 0.00% Add +21.6% 45 $669
American National Bank & Trust 0.00% No change 45 $659
Provenance Wealth Advisors, LLC 0.00% New 43 $630
Wolff Wiese Magana LLC 0.00% No change 40 $587
Clark Wealth Partners 0.00% Add +21.2% 40 $587
GHP Investment Advisors, Inc. 0.00% No change 37 $543
Raffa Wealth Management, LLC 0.00% No change 34 $498
Proathlete Wealth Management LLC 0.00% New 34 $498
Signature Equity Partners, LLC 0.00% Reduce -91.2% 32 $469
WestEnd Advisors, LLC 0.00% Add +3.2% 32 $469
LRI Investments, LLC 0.00% New 32 $469
Oakworth Capital, Inc. 0.00% No change 28 $410
Strengthening Families & Communities, LLC 0.00% New 25 $367
HFM Investment Advisors, LLC 0.00% Add +31.6% 25 $367
Spectrum Wealth Advisory Group, LLC 0.00% New 20 $297
WPG Advisers, LLC 0.00% No change 18 $264
TFC Financial Management, Inc. 0.00% No change 18 $264
MidFirst Bank 0.00% No change 17 $249
Monetary Solutions, Ltd 0.00% No change 16 $235
Tidemark, LLC 0.00% No change 14 $205
Inspire Investing, LLC 0.00% No change 13 $197
Valued Wealth Advisors LLC 0.00% Reduce -14.3% 12 $175
American Capital Advisory, LLC 0.00% No change 11 $162
DecisionPoint Financial, LLC 0.00% New 11 $162
Retirement Wealth Solutions LLC 0.00% No change 10 $147
Planning Strategies Inc. 0.00% — 10 $147
Buck Wealth Strategies, LLC 0.00% New 10 $147
IFG Advisory, LLC 0.00% New 9 $132
Quaker Wealth Management, LLC 0.00% No change 9 $132
Tounjian Advisory Partners, LLC 0.00% New 9 $131
Smallwood Wealth Investment Management, LLC 0.00% No change 7 $102
Allied Private Wealth LLC 0.00% — 6 $95
Stone House Investment Management, LLC 0.00% New 6 $88
Hughes Financial Services, LLC 0.00% No change 5 $73
Maryland Capital Advisors Inc. 0.00% — 4 $59
Silver Grove Financial Group, Inc. 0.00% New 4 $59
JPL Wealth Management, LLC 0.00% New 2 $30
Meeder Asset Management Inc. 0.00% No change 1 $15
Investors Portfolio Services LLC 0.00% Reduce -95.7% 1 $15
Navigoe, LLC 0.00% New 13 $0

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