Atmos EnergyATO

13F holders, Q2 2024 (June 30)
734holders +5
58new positions
51sold out
6famous investors
$116.60avg. 13F price*

At the end of Q2 2024, 734 institutions reported holding Atmos Energy Corp. (ATO) in their 13F filings, up 5 from Q1 2024. 58 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock Inc. ($1.5B) and Wellington Management Group LLP ($1.4B). 6 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Atmos Energy Corp.
Sector
Utilities
CUSIP
049560105
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 729Q1 2024Q2 2024: 734Q2 2024Q3 2024: 756Q3 2024Q4 2024: 817Q4 2024Q1 2025: 862Q1 2025Q2 2025: 871Q2 2025Q3 2025: 912Q3 2025Q4 2025: 980Q4 2025Q1 2026: 1,019Q1 2026Q2 2026: 1,044Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions58$52.0M
Exits51$126.3M

All 13F filers, Q1 2024 → Q2 2024: 10,825,056 shares bought and 6,534,111 shares sold, net +4,290,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 734 holders

Vanguard Group Inc. 0.04% Add +0.1% 19,489,591 $2.3B
BlackRock Inc. 0.03% Add +0.9% 13,191,805 $1.5B
Wellington Management Group LLP 0.26% Add +25.6% 12,403,712 $1.4B
State Street Corp. 0.05% Reduce -0.3% 10,438,016 $1.2B
Aristotle Capital Management, LLC 1.89% Reduce -2.8% 8,370,262 $976.4M
T. Rowe Price Associates Inc. 0.06% Add +226.7% 4,038,520 $471.1M
Geode Capital Management, LLC 0.04% Add +2.6% 3,725,329 $433.4M
Invesco Ltd. 0.08% Add +11.2% 3,202,429 $373.6M
Deutsche Bank AG 0.15% Reduce -6.5% 2,889,819 $337.1M
American Century Companies Inc. 0.19% Reduce -0.9% 2,642,667 $308.3M
Morgan Stanley 0.02% Add +3.7% 2,034,705 $237.3M
Perpetual Ltd 2.02% Add +12.9% 1,594,425 $186.0M
Legal & General Group Plc 0.05% Reduce -4.3% 1,583,645 $184.7M
Bank of America Corp. 0.02% Reduce -5.9% 1,552,372 $181.1M
Massachusetts Financial Services Co. 0.06% Add +1.3% 1,550,227 $180.8M
ProShare Advisors LLC 0.48% Reduce -1.9% 1,544,690 $180.2M
Cooke & Bieler LP 1.71% Add +4.6% 1,521,696 $177.5M
Pictet Asset Management Holding SA 0.19% Reduce -5.8% 1,452,436 $169.4M
Northern Trust Corp. 0.03% Reduce -1.6% 1,448,267 $168.9M
Goldman Sachs Group Inc. 0.03% Add +2.1% 1,443,615 $168.4M
Norges Bank 0.02% Add +5.1% 1,416,248 $165.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +32.4% 1,398,428 $163.1M
Wells Fargo & Company 0.04% Reduce -3.4% 1,275,504 $148.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.14% Reduce -23.8% 1,073,958 $125.3M
Sfmg, LLC 10.75% Add +0.9% 1,059,221 $123.6M
Royal Bank of Canada 0.03% Reduce -17.8% 970,719 $113.2M
Bank of New York Mellon Corp 0.02% Reduce -1.3% 947,316 $110.5M
Duff & Phelps Investment Management Co. 1.37% Reduce -9.6% 921,441 $107.5M
Cohen & Steers, Inc. 0.21% Add +0.1% 877,665 $102.4M
Silvercrest Asset Management Group LLC 0.69% Reduce -8.9% 864,078 $100.8M
JPMorgan Chase & Co. 0.01% Add +28.2% 861,095 $100.4M
Charles Schwab Investment Management Inc. 0.02% Add +2.0% 851,395 $99.3M
California Public Employees Retirement System 0.06% Reduce -16.0% 740,061 $86.3M
HSBC Holdings PLC 0.05% Add +36.7% 730,759 $85.2M
Amundi 0.03% Reduce -5.8% 735,938 $84.8M
Energy Income Partners, LLC 1.86% Reduce -11.4% 717,636 $83.7M
Dimensional Fund Advisors LP 0.02% Add +18.9% 710,826 $82.9M
PNC Financial Services Group, Inc. 0.05% Reduce -4.6% 622,946 $72.7M
Sei Investments Co. 0.10% Add +7.2% 615,458 $71.8M
CBRE Investment Management Listed Real Assets LLC 1.27% Add +55.3% 593,409 $69.2M
Envestnet Asset Management Inc. 0.02% Reduce -0.9% 568,476 $66.3M
Neuberger Berman Group LLC 0.05% Add +26.5% 560,913 $65.4M
First Trust Advisors LP 0.07% Reduce -18.4% 553,817 $64.6M
Reaves W H & Co. Inc. 2.16% Add +6.9% 546,783 $63.8M
Raymond James & Associates 0.04% Add +1.6% 503,018 $58.7M
TD Asset Management Inc 0.05% Add +6.4% 493,836 $57.6M
Barclays PLC 0.03% Reduce -18.5% 487,783 $56.9M
UBS Group AG 0.02% Reduce -5.0% 486,979 $56.8M
Swiss National Bank 0.04% Reduce -1.1% 446,700 $52.1M
AQR Capital Management 0.08% Add +45.7% 444,267 $51.5M
Earnest Partners LLC 0.24% Reduce -0.6% 435,932 $50.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.63% No change 421,344 $49.1M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +3.6% 419,721 $49.0M
Nuveen Asset Management, LLC 0.01% Add +0.8% 411,882 $48.0M
California State Teachers Retirement System 0.06% Add +43.1% 395,610 $46.1M
Adage Capital Partners Gp, L.L.C. 0.09% Add +166.9% 394,704 $46.0M
Vest Financial, LLC 1.05% Add +12.5% 374,349 $43.7M
Boston Trust Walden Corp 0.31% Add +38.6% 354,666 $41.4M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -25.4% 342,747 $40.0M
Nomura Asset Management Co. Ltd. 0.14% Add +4.9% 341,910 $39.9M
Rhumbline Advisers 0.04% Reduce 0.0% 338,266 $39.5M
APG Asset Management N.V. 0.07% Add +4.0% 362,034 $39.4M
New York State Common Retirement Fund 0.05% Add +0.5% 331,891 $38.7M
Huntington National Bank 0.40% Add +4.4% 328,656 $38.3M
Assenagon Asset Management S.A. 0.09% Add +7.5% 323,614 $37.7M
Citigroup Inc. 0.04% Reduce -12.9% 321,892 $37.5M
Partners Group Holding AG 2.69% Add +13.9% 305,709 $35.7M
Voloridge Investment Management, LLC 0.13% Add +1108.5% 305,476 $35.6M
Pensioenfonds Rail & Ov 2.66% Reduce -1.5% 304,402 $35.5M
BNP Paribas Financial Markets 0.04% Add +42.4% 302,167 $35.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.23% Reduce -0.1% 301,798 $35.2M
Bank of Montreal 0.01% Add +13.6% 288,335 $34.1M
Dearborn Partners LLC 1.41% Add +1.1% 280,367 $32.7M
Chevy Chase Trust Holdings, LLC 0.10% Add +19.9% 273,358 $31.9M
Benjamin F. Edwards & Company, Inc. 0.56% Add +8.3% 272,471 $31.8M
Stifel Financial Corp. 0.04% Add +6.8% 267,805 $31.2M
M&G PLC 0.21% Reduce -6.0% 260,311 $30.5M
Cramer Rosenthal McGlynn LLC 1.71% Reduce -3.2% 250,286 $29.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +9.4% 247,654 $28.9M
Bahl & Gaynor LLC 0.16% Reduce -0.5% 243,695 $28.4M
Millennium Management 0.02% Reduce -13.1% 240,405 $28.0M
Royal London Asset Management Ltd. 0.07% Reduce -1.4% 237,087 $27.7M
Canada Pension Plan Investment Board 0.03% Add +116.3% 230,492 $26.9M
Skandinaviska Enskilda Banken AB (publ) 0.13% Add +10.3% 225,751 $26.3M
Citadel Advisors 0.03% Reduce -78.0% 225,745 $26.3M
National Pension Service 0.03% Add +2.7% 222,206 $25.9M
Renaissance Technologies 0.04% Add +1532.1% 218,700 $25.5M
Scout Investments, Inc. 0.68% Reduce -6.3% 215,895 $25.2M
Principal Financial Group Inc. 0.01% Reduce -1.7% 214,356 $25.0M
Korea Investment CORP 0.06% Add +11.6% 209,217 $24.4M
KBC Group NV 0.07% Add +161.1% 206,752 $24.1M
Public Employees Retirement Association of Colorado 0.10% Add +4.5% 203,619 $23.8M
Exchange Traded Concepts, LLC 0.59% Add +17.0% 196,880 $23.0M
Hennessy Advisors Inc. 0.83% Add +2.7% 188,186 $22.0M
CANADA LIFE ASSURANCE Co 0.04% Add +3.4% 182,175 $21.3M
Victory Capital Management Inc. 0.02% Add +4.3% 178,001 $20.8M
Alliancebernstein L.P. 0.01% Reduce -0.9% 175,498 $20.5M
Qube Research & Technologies Ltd 0.04% Reduce -35.7% 173,083 $20.2M
Janney Montgomery Scott LLC 0.06% Reduce -3.1% 172,436 $20.1M
Yaupon Capital Management LP 1.55% Add +89.6% 149,145 $17.4M
Moran Wealth Management, LLC 0.57% Add +1.4% 147,940 $17.3M
State Board of Administration of Florida Retirement System 0.03% Reduce -7.5% 143,762 $16.8M
Allspring Global Investments Holdings, LLC 0.03% Reduce -0.4% 143,576 $16.7M
Cantor Fitzgerald Investment Advisors L.P. 1.27% Reduce -2.3% 141,192 $16.5M
Magellan Asset Management Ltd 0.16% Add +11.8% 140,949 $16.4M
D. E. Shaw & Co. 0.03% Add +0.5% 140,468 $16.4M
Maryland State Retirement & Pension System 0.30% Reduce -0.6% 139,815 $16.3M
Asset Management One Co., Ltd. 0.06% Add +1.1% 131,044 $15.3M
Abn Amro Investment Solutions 0.27% Add +1.9% 125,409 $14.6M
New York State Teachers Retirement System 0.03% Reduce -11.1% 121,573 $14.2M
Mather Group, Llc. 0.17% Add +4.1% 115,444 $13.7M
Schroder Investment Management Group 0.02% Reduce -81.4% 117,364 $13.7M
Macquarie Group Ltd. 0.02% Add +0.8% 116,078 $13.5M
Baird Financial Group, Inc. 0.03% Add +0.3% 114,808 $13.4M
Danske Bank A/S 0.05% Add +0.8% 113,987 $13.3M
Beck Bode, LLC 2.61% New 111,415 $13.0M
Russell Investments Group, Ltd. 0.02% Reduce -10.7% 103,969 $12.1M
Cambiar Investors LLC 0.47% Reduce -0.1% 103,167 $12.0M
Manufacturers Life Insurance Company, The 0.01% Add +10.5% 102,507 $12.0M
Lazard Asset Management LLC 0.02% Add +0.7% 101,354 $11.8M
Public Employees Retirement System of Ohio 0.05% Add +5.6% 100,522 $11.7M
Prudential Financial Inc. 0.02% Reduce -6.4% 100,447 $11.7M
Gabelli Funds LLC 0.09% No change 98,900 $11.5M
Squarepoint Ops LLC 0.04% Reduce -51.4% 93,418 $10.9M
Ameriprise Financial Inc. 0.00% Reduce -21.8% 93,177 $10.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +304.6% 92,296 $10.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -10.0% 88,146 $10.3M
Yousif Capital Management, LLC 0.12% Reduce -2.6% 87,544 $10.2M
State of Wisconsin Investment Board 0.03% Reduce -2.0% 85,986 $10.0M
Cresset Asset Management, LLC 0.04% Add +20.9% 85,144 $9.9M
AXA S.A. 0.03% Reduce -0.0% 84,877 $9.9M
Toronto Dominion Bank 0.02% Add +51.7% 84,818 $9.9M
Jane Street Group, LLC 0.01% Add +504.4% 84,278 $9.8M
Natixis Advisors, LLC 0.02% Add +10.1% 83,952 $9.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +767.0% 78,591 $9.2M
State of Tennessee, Department of Treasury 0.03% Reduce -5.2% 74,808 $8.7M
Ensign Peak Advisors, Inc 0.02% Reduce -0.6% 72,762 $8.5M
M&T Bank Corp 0.03% Reduce -3.6% 72,643 $8.5M
Ausbil Investment Management Ltd 3.87% Add +84.9% 71,970 $8.4M
LPL Financial LLC 0.00% Add +1.7% 69,642 $8.1M
Teachers Retirement System of the State of Kentucky 0.07% Add +462.1% 67,991 $7.9M
Susquehanna Fundamental Investments, LLC 0.18% Reduce -50.6% 67,812 $7.9M
Aviva PLC 0.02% Reduce -13.3% 67,096 $7.8M
Mattern Capital Management, LLC 1.07% Reduce -0.1% 66,583 $7.8M
Treasurer of the State of North Carolina 0.03% Reduce -36.8% 65,471 $7.6M
CIBC Asset Management Inc 0.03% Reduce -3.9% 61,411 $7.2M
Voya Investment Management LLC 0.01% Reduce -51.5% 60,726 $7.1M
Resona Asset Management Co.,Ltd. 0.04% Add +2.2% 59,365 $6.9M
Mn Services Vermogensbeheer B.V. 0.05% Reduce -2.8% 59,300 $6.9M
Fuller & Thaler Asset Management, Inc. 0.03% Add +3.8% 58,421 $6.8M
HighTower Advisors, LLC 0.01% Reduce -8.3% 57,989 $6.8M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -15.2% 56,251 $6.6M
Man Group plc 0.02% Reduce -50.5% 56,079 $6.5M
Holocene Advisors, LP 0.03% New 54,542 $6.4M
PGGM Investments 0.09% Add +4.5% 53,719 $6.3M
Aberdeen Group plc 0.01% Reduce -34.6% 53,509 $6.2M
Avantax Advisory Services, Inc. 0.04% Add +7.0% 53,206 $6.2M
FMR LLC 0.00% Add +5.0% 52,345 $6.1M
State of Michigan Retirement System 0.03% Add +6.2% 51,710 $6.0M
Assetmark, Inc. 0.02% Add +5199.0% 51,506 $6.0M
Cerity Partners LLC 0.02% Reduce -24.6% 51,320 $6.0M
IFM Investors Pty Ltd 0.06% Add +6.9% 51,145 $6.0M
Schonfeld Strategic Advisors LLC 0.05% Add +92.2% 50,330 $5.9M
Trexquant Investment LP 0.09% New 50,259 $5.9M
DekaBank Deutsche Girozentrale 0.01% Add +1.0% 47,657 $5.6M
Nisa Investment Advisors, LLC 0.03% Reduce -0.6% 47,560 $5.5M
Ethic Inc. 0.13% Add +44.1% 47,269 $5.5M
BCM Advisors, LLC 1.30% Reduce -0.6% 42,079 $5.5M
Sienna Gestion 0.47% No change 45,772 $5.3M
Forsta Ap-Fonden 0.05% Reduce -17.3% 45,000 $5.2M
Achmea Investment Management B.V. 0.09% Add +3.4% 44,808 $5.2M
Comerica Bank 0.02% Reduce -1.3% 43,364 $5.1M
Amalgamated Bank 0.04% Add +39.2% 42,940 $5.0M
USS Investment Management Ltd 0.04% No change 42,571 $5.0M
Storebrand Asset Management As 0.02% Add +20.7% 41,987 $4.9M
Butensky & Cohen Financial Security, Inc. 1.56% Add +1.8% 41,926 $4.9M
Arizona State Retirement System 0.03% Reduce -0.1% 41,436 $4.8M
National Bank of Canada 0.01% Add +24.4% 41,464 $4.8M
State of New Jersey Common Pension Fund D 0.02% Reduce -26.5% 41,040 $4.8M
Swedbank AB 0.01% Add +565.3% 40,621 $4.7M
MetLife Investment Management, LLC 0.03% Add +13.9% 40,232 $4.7M
Van Eck Associates Corp. 0.01% Add +8.0% 40,047 $4.7M
Mackenzie Financial Corp. 0.01% Reduce -56.4% 40,007 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -0.6% 39,162 $4.6M
Corebridge Financial, Inc. 0.02% — 38,546 $4.5M
Daiichi Life Insurance Co., Ltd. 0.10% Add +10.4% 36,078 $4.2M
SG Americas Securities, LLC 0.03% Add +24.8% 36,046 $4.2M
Oppenheimer & Co. Inc. 0.07% Add +30.9% 35,278 $4.1M
Franklin Resources Inc. 0.00% Reduce -31.3% 35,142 $4.1M
Illinois Municipal Retirement Fund 0.06% Reduce -63.4% 34,631 $4.0M
Texas Yale Capital Corp. 0.19% Add +0.1% 34,464 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -15.6% 34,432 $4.0M
DNB Asset Management AS 0.02% Add +7.8% 34,423 $4.0M
Creative Planning 0.00% Add +2.7% 33,828 $3.9M
Retirement Systems of Alabama 0.01% Reduce -0.0% 33,282 $3.9M
Corient Private Wealth LP 0.01% Add +0.0% 32,748 $3.8M
Stratos Wealth Partners, LTD. 0.06% Add +2.2% 31,423 $3.7M
Amarillo National Bank 0.70% Reduce -1.9% 31,353 $3.7M
Atria Investments, Inc 0.05% Add +0.3% 30,997 $3.6M
Mariner, LLC 0.01% Add +10.2% 30,187 $3.5M
Miller Howard Investments Inc. 0.12% Add +0.3% 30,179 $3.5M
Intech Investment Management LLC 0.04% Add +18.0% 30,144 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -10.7% 30,008 $3.5M
Edgemoor Investment Advisors, Inc. 0.33% Reduce -1.4% 29,882 $3.5M
Kinloch Capital, LLC 1.81% Reduce -1.9% 29,827 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.0% 29,030 $3.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.40% Add +5.9% 29,012 $3.4M
State of Alaska, Department of Revenue 0.04% Add +9.2% 28,939 $3.4M
Truist Financial Corp. 0.01% Add +11.4% 28,906 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +60.4% 28,889 $3.4M
Czech National Bank 0.04% Add +8.3% 28,751 $3.4M
Captrust Financial Advisors 0.01% Add +12.4% 28,719 $3.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -51.5% 27,332 $3.2M
Citizens Financial Group Inc. 0.07% Reduce -0.1% 27,004 $3.1M
Pring Turner Capital Group Inc. 2.18% Reduce -0.8% 26,766 $3.1M
Alaska Permanent Fund Corp 0.05% Add +1.0% 23,917 $3.1M
Guggenheim Capital LLC 0.02% Reduce -36.7% 25,615 $3.0M
Public Sector Pension Investment Board 0.02% Add +52.2% 25,568 $3.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.30% Add +3.8% 25,215 $2.9M
Lanark Financial, Inc. 0.27% Add +3.9% 25,168 $2.9M
Phillips Financial Management, LLC 0.24% Add +0.1% 25,080 $2.9M
Utah Retirement Systems 0.03% Reduce -3.9% 24,806 $2.9M
Dean Investment Associates, LLC 0.41% Add +39.0% 24,767 $2.9M
Osaic Holdings, Inc. 0.01% Add +36.1% 23,686 $2.8M
Commonwealth Equity Services, LLC 0.00% Add +7.2% 23,632 $2.8M
Tredje AP-fonden 0.03% Reduce -1.6% 23,482 $2.7M
Legacy Financial Strategies, LLC 0.66% Add +11.1% 23,719 $2.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +4.9% 23,271 $2.7M
Marshall Wace, LLP 0.00% Reduce -93.7% 23,249 $2.7M
Worldquant Millennium Advisors LLC 0.02% Add +23.2% 23,240 $2.7M
Oppenheimer Asset Management Inc. 0.03% Add +38.4% 22,734 $2.7M
J. Safra Sarasin Holding AG 0.05% — 22,550 $2.6M
Diversify Advisory Services, LLC 0.14% Reduce -24.6% 22,788 $2.6M
Tower Research Capital LLC (TRC) 0.04% Add +616.5% 22,356 $2.6M
Daiwa Securities Group Inc. 0.01% Add +4.1% 22,138 $2.6M
Portfolio Design Labs, LLC 0.79% Add +3.3% 21,854 $2.5M
Credit Agricole S A 0.02% New 21,700 $2.5M
Synovus Financial Corp. 0.03% Add +71.0% 21,682 $2.5M
Pathstone Holdings, LLC 0.01% Reduce -5.5% 21,659 $2.5M
Nissay Asset Management Corp. /Japan 0.02% Add +3.4% 21,334 $2.5M
New York Life Investment Management LLC 0.02% Add +0.6% 20,701 $2.4M
Glenmede Trust Co. NA 0.01% Add +7.2% 20,665 $2.4M
Jamison Private Wealth Management, Inc. 0.40% Add +0.8% 20,482 $2.4M
Xponance LLC 0.02% Reduce -0.8% 20,468 $2.4M
Candriam S.C.A. 0.01% Add +4.9% 20,169 $2.4M
Ostrum Asset Management 0.20% Reduce -7.2% 20,031 $2.3M
Kennedy Capital Management LLC 0.05% Reduce -9.1% 19,997 $2.3M
Crossmark Global Holdings, Inc. 0.04% Add +1.5% 19,986 $2.3M
Vident Advisory, LLC 0.06% Reduce -1.7% 19,794 $2.3M
Prospera Financial Services Inc 0.06% Reduce -9.9% 19,788 $2.3M
Sanctuary Advisors, LLC 0.02% — 19,474 $2.3M
Cibc World Markets Corp. 0.01% Add +28.6% 19,486 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +0.0% 19,280 $2.2M
Buckhead Capital Management LLC 0.76% Add +24.2% 19,212 $2.2M
Townsquare Capital LLC 0.03% Reduce -1.4% 18,993 $2.2M
First National Bank of Omaha 0.14% Reduce -11.2% 18,722 $2.2M
1832 Asset Management L.P. 0.00% Reduce -2.6% 18,610 $2.2M
Allianz Asset Management GmbH 0.00% Add +12.2% 17,718 $2.1M
Cetera Investment Advisers 0.00% Reduce -20.0% 17,256 $2.0M
Inspire Investing, LLC 0.23% Reduce -14.6% 16,901 $2.0M
Panagora Asset Management Inc. 0.01% Reduce -25.2% 16,834 $2.0M
Ascent Group, LLC 0.16% Add +2.6% 16,677 $1.9M
SteelPeak Wealth, LLC 0.09% Reduce -1.0% 16,641 $1.9M
Diversify Wealth Management, LLC 0.24% — 15,249 $1.9M
Ilmarinen Mutual Pension Insurance Co 0.02% New 16,500 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +24.0% 16,422 $1.9M
Hancock Whitney Corp. 0.06% Reduce -0.7% 16,376 $1.9M
Rafferty Asset Management, LLC 0.01% Reduce -5.7% 16,365 $1.9M
Orion Investment Co 0.74% — 15,915 $1.9M
Bank of Nova Scotia 0.00% Reduce -20.9% 15,713 $1.8M
Whittier Trust Co. 0.03% Reduce -18.2% 15,683 $1.8M
Janus Henderson Group PLC 0.00% Reduce -21.1% 15,584 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -46.0% 15,020 $1.8M
UniSuper Management Pty Ltd 0.01% Add +51.6% 14,874 $1.7M
First National Advisers, LLC 0.32% Reduce -13.1% 14,797 $1.7M
Verition Fund Management LLC 0.01% Add +63.4% 14,769 $1.7M
Advisors Asset Management, Inc. 0.03% Reduce -20.3% 14,272 $1.7M
Mizuho Markets Americas LLC 0.05% Reduce -84.3% 14,224 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +69.1% 14,211 $1.7M
Trust Co. of Vermont 0.09% Reduce -2.5% 14,178 $1.7M
Gateway Investment Advisers LLC 0.02% Reduce -32.4% 13,790 $1.6M
Elo Mutual Pension Insurance Co 0.04% Reduce -0.2% 13,753 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 13,704 $1.6M
Oregon Public Employees Retirement Fund 0.03% No change 12,906 $1.5M
Thomasville National Bank 0.12% Add +0.6% 12,837 $1.5M
Quantbot Technologies LP 0.07% New 12,789 $1.5M
Tidal Investments LLC 0.02% Reduce -18.9% 12,760 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +0.1% 12,678 $1.5M
Allianz SE 0.04% No change 12,648 $1.5M
Benjamin Edwards Inc. 0.28% Add +16.3% 12,611 $1.5M
Gries Financial LLC 0.30% Add +3.2% 12,600 $1.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +12.8% 12,491 $1.5M
Occudo Quantitative Strategies LP 0.26% New 12,456 $1.5M
Icon Advisers Inc. 0.32% No change 12,000 $1.4M
Bfsg, LLC 0.17% Add +1.9% 11,675 $1.4M
Mizuho Securities USA LLC 0.03% New 11,628 $1.4M
Swiss Life Asset Management Ltd 0.02% Reduce -25.5% 11,543 $1.3M
CX Institutional 0.06% Reduce -1.5% 11,425 $1.3M
MBB Public Markets I LLC 0.03% New 11,425 $1.3M
Kentucky Retirement Systems 0.04% Reduce -0.7% 11,370 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.51% Reduce -2.3% 11,148 $1.3M
Wealthspire Advisors, LLC 0.02% No change 10,761 $1.3M
Fruth Investment Management 0.34% Reduce -4.9% 10,716 $1.3M
Pensionfund Sabic 0.36% No change 10,500 $1.2M
Jones Financial Companies LLLP 0.00% Add +862.4% 10,471 $1.2M
Gulf International Bank (UK) Ltd 0.03% Reduce -31.4% 10,364 $1.2M
17 Capital Partners, LLC 0.86% Reduce -5.8% 10,327 $1.2M
D.A. Davidson & Co. 0.01% Reduce -1.2% 10,227 $1.2M
Commerce Bank 0.01% Reduce -8.8% 10,169 $1.2M
TCTC Holdings, LLC 0.04% Reduce -1.0% 10,000 $1.2M
Groupama Asset Managment 0.02% Add +63.4% 9,966 $1.2M
Albert D Mason Inc. 0.78% Add +0.3% 9,856 $1.1M
Venturi Wealth Management, LLC 0.07% Reduce -0.4% 9,676 $1.1M
Hartford Investment Management Co. 0.04% Reduce -0.9% 9,673 $1.1M
Asset Advisors Investment Management, LLC 0.12% Reduce -0.3% 9,541 $1.1M
Delta Financial Advisors LLC 0.43% Add +0.8% 9,443 $1.1M
AMG National Trust Bank 0.03% No change 8,900 $1.0M
Clark Capital Management Group, Inc. 0.01% Add +2.3% 8,688 $1.0M
Bridges Investment Management Inc. 0.02% New 8,650 $1.0M
Jacobi Capital Management LLC 0.09% Add +0.1% 8,620 $1.0M
Securian Asset Management, Inc. 0.03% Reduce -1.1% 8,615 $1.0M
Louisiana State Employees Retirement System 0.02% Reduce -3.4% 8,500 $992K
DC Investments Management, LLC 0.83% No change 8,469 $988K
Private Advisor Group, LLC 0.01% Add +18.3% 8,466 $988K
NewEdge Advisors, LLC 0.01% Reduce -9.5% 8,379 $977K
Avior Wealth Management, LLC 0.04% Reduce -0.1% 8,348 $974K
Profund Advisors LLC 0.04% Add +48.0% 8,333 $972K
Two Sigma Investments, LP 0.00% New 8,249 $962K
Anchor Investment Management, LLC 0.10% No change 8,172 $953K
Independent Advisor Alliance 0.03% Add +16.9% 8,117 $947K
AlphaQuest LLC 0.13% Reduce -51.7% 8,059 $940K
Keybank National Association 0.00% Add +2.3% 7,970 $930K
FORA Capital, LLC 0.11% Reduce -68.5% 7,966 $929K
Cwm, LLC 0.00% Add +38.0% 7,957 $928K
Acadian Asset Management LLC 0.00% New 7,913 $922K
Independence Bank of Kentucky 0.24% No change 7,873 $918K
MML Investors Services, LLC 0.00% Reduce -2.7% 7,739 $903K
Silver Lake Advisory, LLC 0.22% Add +0.7% 7,700 $898K
US Bancorp \de 0.00% Reduce -2.0% 7,505 $875K
New Mexico Educational Retirement Board 0.03% No change 7,500 $875K
Bayesian Capital Management, LP 0.10% Reduce -59.0% 7,500 $875K
Nomura Holdings Inc. 0.01% New 7,442 $868K
Aquatic Capital Management LLC 0.03% New 7,400 $863K
SlateStone Wealth, LLC 0.09% Reduce -0.6% 7,390 $862K
Federation des caisses Desjardins du Quebec 0.00% Reduce -43.2% 7,384 $861K
Bokf, NA 0.02% Add +534.4% 7,372 $860K
Cypress Capital Group 0.10% Reduce -13.4% 7,248 $845K
Quantinno Capital Management LP 0.02% Add +30.4% 7,193 $839K
TrinityPoint Wealth, LLC 0.13% Reduce -0.4% 6,998 $816K
GoalVest Advisory LLC 0.25% No change 6,817 $795K
iSAM Funds (UK) Ltd 0.59% New 6,798 $793K
Community Financial Services Group, LLC 0.17% Add +6.1% 6,781 $791K
DE Burlo Group Inc. 0.11% Reduce -1.5% 6,760 $789K
First Hawaiian Bank 0.03% Add +8.1% 6,750 $787K
Nordea Investment Management AB 0.00% No change 6,774 $786K
Campbell & CO Investment Adviser LLC 0.07% Reduce -30.1% 6,670 $778K
Vestcor Inc 0.03% Add +1.9% 6,632 $774K
Kesler, Norman & Wride, LLC 0.16% Reduce -8.6% 6,493 $757K
Rakuten Investment Management, Inc. 0.00% Add +58.4% 6,424 $749K
&partners 0.03% Add +14.6% 6,388 $745K
Thrivent Financial for Lutherans 0.00% Reduce -1.0% 6,366 $743K
StoneX Group Inc. 0.06% Reduce -6.2% 6,368 $743K
GPS Wealth Strategies Group, LLC 0.11% Reduce -8.0% 6,286 $733K
Chicago Partners Investment Group LLC 0.03% No change 5,629 $722K
Summit Global Investments 0.05% New 6,119 $714K
Qtron Investments LLC 0.10% No change 6,115 $713K
Intrua Financial, LLC 0.12% Reduce -4.1% 6,086 $710K
Sound Financial Strategies Group, LLC 0.61% Add +20.8% 6,042 $705K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +27.2% 6,034 $704K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.36% No change 6,000 $700K
Global Retirement Partners, LLC 0.02% Add +1096.8% 5,888 $687K
O'shaughnessy Asset Management, LLC 0.01% Add +52.2% 5,803 $677K
SS&H Financial Advisors, Inc. 0.26% Reduce -0.8% 5,800 $676K
Y-Intercept (Hong Kong) Ltd 0.04% New 5,788 $675K
Bath Savings Trust Co 0.07% Reduce -2.4% 5,749 $671K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Add +47.6% 5,736 $669K
Freedom Investment Management, Inc. 0.05% Reduce -19.5% 5,731 $668K
Apollon Wealth Management, LLC 0.02% Add +8.3% 5,688 $664K
Concurrent Investment Advisors, LLC 0.02% Add +11.9% 5,682 $663K
Moody National Bank Trust Division 0.05% No change 5,650 $659K
First Trust Direct Indexing L.P. 0.04% Add +8.5% 5,639 $658K
Altus Wealth Group LLC 0.33% Add +6.7% 5,591 $652K
First Dallas Securities Inc. 0.28% Add +0.1% 5,546 $647K
Sigma Planning Corp 0.02% Add +49.4% 5,512 $643K
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 5,512 $643K
Tyche Wealth Partners LLC 0.15% No change 5,430 $633K
Kestra Advisory Services, LLC 0.00% Reduce -3.2% 5,400 $630K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -19.0% 5,400 $630K
Norinchukin Bank, The 0.02% Add +2.3% 5,367 $626K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.20% Reduce -82.3% 5,367 $626K
Wealthfront Advisers LLC 0.00% Reduce -5.8% 5,345 $623K
OMERS ADMINISTRATION Corp 0.01% New 5,246 $612K
Petrus Trust Company, LTA 0.06% New 5,229 $610K
Beacon Pointe Advisors, LLC 0.01% Reduce -7.8% 5,227 $610K
Old Port Advisors 0.18% Add +0.0% 5,155 $601K
NovaPoint Capital, LLC 0.20% Add +7.5% 5,082 $593K
Braun Stacey Associates Inc. 0.02% New 5,057 $590K
JBR Co Financial Management Inc 0.41% No change 5,038 $588K
Catalyst Funds Management Pty Ltd 0.16% Reduce -71.7% 5,010 $584K
TruWealth Advisors, LLC 0.04% Reduce -90.7% 4,984 $581K
Procyon Advisors, LLC 0.04% Reduce -8.5% 4,949 $577K
Agf Management Ltd. 0.00% Reduce -1.8% 4,903 $572K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -2.3% 4,866 $568K
Hartford Funds Management Co LLC 0.05% New 4,860 $567K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -72.9% 4,802 $560K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 4,801 $560K
nVerses Capital, LLC 0.33% New 4,800 $560K
AIA Group Ltd 0.02% Reduce -6.9% 4,755 $555K
Metis Global Partners, LLC 0.02% Reduce -0.1% 4,750 $554K
Financial Network Wealth Advisors LLC 0.41% Add +1.2% 4,738 $553K
Everpar Advisors LLC 0.27% Reduce -1.5% 4,697 $548K
Little House Capital LLC 0.17% Add +16.4% 4,657 $543K
Clearstead Trust, LLC 0.13% Reduce -1.5% 4,597 $536K
Empirical Finance, LLC 0.03% Reduce -4.3% 4,582 $534K
IFP Advisors, Inc 0.02% Reduce -19.6% 4,569 $533K
Geller Advisors LLC 0.04% New 4,541 $530K
Formidable Asset Management, LLC 0.09% New 4,526 $528K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -3.7% 4,506 $526K
Old National Bancorp 0.01% Reduce -14.2% 4,492 $524K
Empower Advisory Group, LLC 0.00% Add +3.0% 4,480 $523K
Taylor Financial Group, Inc. 0.40% No change 4,465 $521K
Gen-Wealth Partners Inc 0.25% Add +10.5% 4,437 $518K
Seven Eight Capital, LP 0.05% Add +24.0% 4,427 $516K
Novare Capital Management LLC 0.05% Reduce -6.3% 4,335 $506K
GDS Wealth Management 0.06% No change 4,306 $502K
Tiaa Trust, National Association 0.00% Add +19.1% 4,303 $502K
Rwa Wealth Partners, LLC 0.01% Reduce -2.9% 4,300 $502K
Angeles Investment Advisors, LLC 0.03% No change 4,200 $490K
Fulton Breakefield Broenniman LLC 0.04% Reduce -1.4% 4,173 $487K
Fulcrum Capital LLC 0.11% No change 4,100 $478K
Cornerstone Wealth Management, LLC 0.04% Add +5.8% 4,033 $470K
Inspire Advisors, LLC 0.06% New 4,018 $469K
NEOS Investment Management LLC 0.02% Add +33.0% 4,016 $468K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.3% 4,015 $468K
Orion Portfolio Solutions, LLC 0.00% Reduce -6.3% 4,015 $468K
Vontobel Holding Ltd. 0.00% Reduce -9.3% 4,014 $468K
Central Pacific Bank - Trust Division 0.06% Add +8.8% 3,950 $461K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 3,861 $450K
Merit Financial Group, LLC 0.01% Add +1.9% 3,856 $450K
New Hampshire Trust 0.10% Reduce -1.4% 3,850 $449K
Bartlett & Co. Wealth Management LLC 0.01% No change 3,837 $448K
Clearbridge Investments, LLC 0.00% No change 3,750 $437K
Fifth Third Bancorp 0.00% Add +4.8% 3,698 $431K
Focus Partners Wealth 0.00% New 3,662 $427K
Tectonic Advisors LLC 0.03% Add +17.8% 3,644 $425K
Blue Trust, Inc. 0.01% Add +1106.1% 3,570 $424K
Coldstream Capital Management Inc. 0.01% Reduce -0.4% 3,612 $421K
Global X Japan Co., Ltd. 0.06% Reduce -3.3% 3,606 $421K
Allred Capital Management, LLC 0.16% No change 3,585 $418K
Pinnacle Financial Partners Inc 0.01% Reduce -32.3% 3,567 $416K
Meeder Advisory Services, Inc. 0.03% Add +10.2% 3,554 $415K
Strategic Investment Advisors / MI 0.05% New 3,547 $414K
Mainstay Capital Management LLC 0.07% No change 3,457 $403K
Thoroughbred Financial Services, LLC 0.03% Add +0.1% 3,448 $402K
Mitchell McLeod Pugh & Williams Inc. 0.09% No change 3,417 $399K
Investment Management Corp of Ontario 0.01% Add +36.5% 3,364 $392K
Raymond James Trust N.A. 0.01% New 3,299 $385K
Wahed Invest LLC 0.08% Add +12.7% 3,278 $382K
DAVENPORT & Co LLC 0.00% Reduce -24.7% 3,277 $382K
Financial Partners Group, LLC 0.15% Add +0.4% 3,259 $380K
Oak Asset Management, LLC 0.14% No change 3,210 $374K
Two Sigma Securities, LLC 0.02% New 3,149 $367K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.5% 3,106 $362K
Caprock Group, LLC 0.01% Reduce -4.7% 3,092 $361K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,058 $357K
Spirit of America Management Corp. 0.07% Add +5.2% 3,050 $356K
Park Avenue Securities LLC 0.00% Reduce -0.2% 3,042 $355K
Aptus Capital Advisors, LLC 0.01% Add +8.0% 3,041 $355K
Diversified Trust Co. 0.01% Add +52.5% 3,003 $350K
LBMC Investment Advisors, LLC 0.03% No change 2,996 $349K
MQS Management LLC 0.21% Reduce -38.9% 2,989 $349K
Nebula Research & Development LLC 0.06% New 2,933 $342K
Teacher Retirement System of Texas 0.00% Reduce -97.2% 2,932 $342K
Hyman Charles D 0.02% No change 2,925 $341K
Horizon Investment Services, LLC 0.16% Add +0.9% 2,902 $339K
Choreo, LLC 0.01% New 2,892 $336K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +7.8% 2,865 $334K
ORG Partners LLC 0.04% Add +2148.4% 2,878 $334K
Revisor Wealth Management LLC 0.23% Reduce -41.8% 2,852 $333K
McDonald Partners LLC 0.09% Reduce -2.1% 2,834 $331K
SC&H Financial Advisors, Inc. 0.08% No change 2,824 $329K
Capstone Investment Advisors, LLC 0.01% Add +1.7% 2,789 $325K
Blueshift Asset Management, LLC 0.11% Reduce -5.7% 2,728 $318K
PAX Financial Group, LLC 0.06% Add +7.6% 2,726 $318K
Brevan Howard Capital Management LP 0.02% Reduce -1.4% 2,725 $318K
Personal Cfo Solutions, LLC 0.05% Reduce -2.4% 2,715 $317K
Pzena Investment Management LLC 0.00% New 2,709 $316K
Beaird Harris Wealth Management, LLC 0.03% No change 2,706 $316K
Vantage Consulting Group Inc 0.23% Reduce -2.3% 2,674 $312K
Stock Yards Bank & Trust Co. 0.01% No change 2,630 $307K
Gotham Asset Management 0.00% New 2,623 $306K
Trust Point Inc. 0.02% Reduce -7.3% 2,618 $305K
Mediolanum International Funds Ltd 0.01% No change 2,802 $305K
MGB Wealth Management, LLC 0.11% Reduce -0.1% 2,503 $301K
NorthCoast Asset Management LLC 0.00% Reduce -68.3% 2,559 $299K
Blair William & Co. 0.00% Reduce -0.3% 2,547 $297K
Walleye Capital LLC 0.00% New 2,527 $295K
Walker Asset Management, LLC 0.20% Add +0.7% 2,516 $294K
Snowden Capital Advisors LLC 0.01% Add +11.7% 2,514 $293K
FFT Wealth Management LLC 0.03% Add +0.3% 2,508 $293K
Patten Group, Inc. 0.07% No change 2,500 $292K
Lido Advisors, LLC 0.00% Reduce -69.3% 2,478 $289K
HB Wealth Management, LLC 0.00% Add +31.3% 2,446 $285K
Stephens Inc. 0.00% Add +34.7% 2,436 $284K
Portside Wealth Group, LLC 0.05% Add +1.0% 2,429 $283K
Everett Harris & Co. 0.00% No change 2,422 $283K
Great Lakes Advisors, LLC 0.00% Add +1.8% 2,406 $281K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.7% 2,370 $276K
Strategy Asset Managers LLC 0.06% Reduce -1.4% 2,372 $276K
Wedbush Securities Inc. 0.01% Add +3.9% 2,328 $272K
Empowered Funds, LLC 0.00% Reduce -94.6% 2,328 $272K
Archer Investment Corp 0.08% No change 2,320 $271K
Schnieders Capital Management LLC 0.05% No change 2,300 $268K
Argent Trust Co 0.01% Reduce -7.6% 2,299 $268K
Significant Wealth Partners LLC 0.15% Add +31.9% 2,293 $267K
BLB&B Advisors, LLC 0.01% No change 2,290 $267K
PFG Investments, LLC 0.02% Reduce -0.1% 2,288 $267K
Greenleaf Trust 0.00% Add +3.3% 2,263 $264K
Horizon Investments, LLC 0.01% Reduce -9.0% 2,242 $262K
Cary Street Partners Investment Advisory LLC 0.01% Add +11.2% 2,242 $262K
Relative Value Partners Group, LLC 0.03% New 2,236 $261K
Lake Street Private Wealth, LLC 0.03% Reduce -89.1% 2,236 $261K
Tributary Capital Management, LLC 0.02% Reduce -2.2% 2,230 $260K
Boothbay Fund Management, LLC 0.01% Add +14.7% 2,226 $260K
OneDigital Investment Advisors LLC 0.00% Add +6.4% 2,225 $260K
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.00% — 2,200 $257K
Ieq Capital, LLC 0.00% Add +17.9% 2,203 $257K
Integrated Wealth Concepts LLC 0.00% Add +18.8% 2,192 $256K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -72.9% 2,187 $255K
Artisan Partners Limited Partnership 0.00% No change 2,185 $255K
CMG Global Holdings, LLC 0.17% No change 2,175 $254K
Venture Visionary Partners LLC 0.01% Add +0.1% 2,164 $253K
IHT Wealth Management, LLC 0.01% Reduce -2.3% 2,162 $252K
Alpha Omega Wealth Management LLC 0.05% No change 2,162 $252K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.2% 2,151 $251K
Patten & Patten Inc. 0.02% No change 2,102 $245K
Independent Wealth Network Inc. 0.11% Add +1.9% 2,065 $241K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.2% 2,058 $240K
Gleason Group, Inc. 0.05% Add +0.7% 2,038 $238K
Smith Shellnut Wilson LLC 0.11% No change 1,998 $233K
Kestra Private Wealth Services, LLC 0.00% Reduce -1.5% 1,994 $233K
Prudential PLC 0.00% Reduce -94.2% 1,964 $229K
Pinnacle West Asset Management, Inc. 0.18% Add +3.7% 1,955 $228K
United Capital Financial Advisors, LLC 0.00% Add +10.2% 1,937 $226K
Engineers Gate Manager LP 0.01% Reduce -80.9% 1,922 $224K
Oxford Financial Group, LTD. LLC 0.01% No change 1,916 $224K
Asset Dedication, LLC 0.02% New 1,885 $220K
EP Wealth Advisors, LLC 0.00% Add +5.4% 1,880 $219K
Symmetry Partners, LLC 0.01% No change 1,876 $219K
Transcend Capital Advisors, LLC 0.02% New 1,876 $219K
Vestmark Advisory Solutions, Inc. 0.01% New 1,862 $217K
BNP Paribas 0.01% No change 1,841 $215K
CENTRAL TRUST Co 0.01% Reduce -14.0% 1,838 $214K
Manchester Capital Management LLC 0.03% Add +2.1% 1,825 $213K
Chilton Capital Management LLC 0.01% No change 1,824 $213K
Systematic Portfolios LLC 1.47% New 1,816 $212K
Keel Point, LLC 0.02% New 1,643 $212K
Brady Family Wealth, LLC 0.07% Add +0.5% 1,795 $209K
Jackson Creek Investment Advisors LLC 0.08% Reduce -31.1% 1,787 $208K
Scissortail Wealth Management, LLC 0.05% No change 1,780 $208K
NewEdge Wealth, LLC 0.00% Reduce -6.5% 1,779 $208K
Stonegate Investment Group, LLC 0.01% New 1,778 $207K
Checchi Capital Advisers, LLC 0.02% No change 1,756 $205K
Journey Strategic Wealth LLC 0.01% New 1,746 $204K
Trustmark Bank Trust Department 0.02% Reduce -6.0% 1,743 $203K
Burney Co./ 0.01% No change 1,740 $203K
Kingsview Wealth Management, LLC 0.00% Reduce -9.3% 1,728 $202K
LRI Investments, LLC 0.02% Add +1558.7% 1,725 $201K
Godsey & Gibb, Inc. 0.02% Reduce -10.5% 1,697 $198K
Creative Financial Designs Inc. 0.02% Add +92.1% 1,673 $195K
Larson Financial Group LLC 0.01% New 1,577 $184K
Parallel Advisors, LLC 0.00% Add +20.3% 1,571 $183K
Harbour Investments, Inc. 0.01% Add +13.1% 1,559 $182K
Hilltop National Bank 0.06% Add +3.7% 1,558 $182K
Birch Capital Management, LLC 0.09% No change 1,518 $177K
Signaturefd, LLC 0.00% Add +20.1% 1,479 $173K
Farther Finance Advisors, LLC 0.01% Reduce -59.4% 1,407 $163K
Motco 0.01% No change 1,390 $162K
SouthState Bank Corp 0.01% No change 1,380 $161K
EntryPoint Capital, LLC 0.07% New 1,340 $156K
Quarry LP 0.06% Add +76.9% 1,224 $143K
Eagle Bay Advisors LLC 0.09% Add +493.2% 1,222 $143K
Bessemer Group Inc. 0.00% Reduce -11.2% 1,202 $140K
Gradient Investments LLC 0.00% Reduce -5.2% 1,199 $140K
Brown Brothers Harriman & Co. 0.00% Reduce -8.1% 1,135 $132K
Lummis Asset Management, LP 0.17% Add +50.0% 1,128 $132K
UMB Bank, n.a. 0.00% Reduce -10.1% 1,102 $129K
CIBC Private Wealth Group LLC 0.00% Add +6.7% 1,072 $122K
Rosenberg Matthew Hamilton 0.04% Reduce -9.3% 1,029 $119K
First Horizon Advisors, Inc. 0.00% Add +158.3% 997 $116K
Pinnacle Bancorp, Inc. 0.03% No change 881 $103K
Principal Securities, Inc. 0.00% Reduce -7.2% 879 $103K
Missouri Trust & Investment Co 0.04% No change 800 $93K
First Personal Financial Services 0.02% No change 790 $92K
GAMMA Investing LLC 0.01% Add +75.6% 778 $91K
Ancora Advisors LLC 0.00% Reduce -32.7% 775 $90K
Laurel Wealth Advisors LLC 0.02% Reduce -7.8% 770 $90K
Tompkins Financial Corp. 0.01% No change 750 $87K
Geneos Wealth Management Inc. 0.00% Reduce -1.7% 744 $87K
Covestor Ltd 0.05% Reduce -11.4% 713 $83K
HM Payson & Co. 0.00% No change 700 $82K
Allworth Financial LP 0.00% Add +2.3% 658 $81K
Plante Moran Financial Advisors, LLC 0.01% No change 661 $77K
Janiczek Wealth Management, LLC 0.02% Add +5.5% 652 $76K
Quadrant Capital Group LLC 0.01% Reduce -4.7% 651 $76K
Federated Hermes, Inc. 0.00% Reduce -88.4% 651 $76K
Sentry Investment Management LLC 0.03% Reduce -17.0% 646 $75K
Parkside Financial Bank & Trust 0.01% Add +30.6% 598 $70K
Colonial Trust Advisors 0.01% Add +128.1% 568 $66K
Smithfield Trust Co 0.00% No change 565 $66K
Compass Wealth Management LLC 0.02% No change 525 $61K
Arax Advisory Partners 0.01% Add +1031.1% 509 $59K
Slocum, Gordon & Co LLP 0.04% No change 500 $58K
Armstrong Advisory Group, Inc. 0.01% No change 500 $58K
Balefire, LLC 0.02% Reduce -5.1% 447 $52K
Sandy Spring Bank 0.00% Add +11.2% 446 $52K
CI Investments Inc. 0.00% Reduce -7.0% 450 $52K
Cromwell Holdings LLC 0.03% — 436 $51K
Bruce G. Allen Investments, LLC 0.04% Reduce -0.7% 428 $50K
Criterion Capital Advisors, LLC 0.03% No change 403 $47K
Cetera Trust Company, N.A 0.03% Reduce -27.3% 400 $47K
Private Trust Co. NA 0.00% Add +68.8% 368 $43K
Proffitt & Goodson Inc. 0.01% No change 367 $43K
ICA Group Wealth Management, LLC 0.03% Reduce -73.4% 363 $42K
Quent Capital, LLC 0.00% Add +0.6% 333 $39K
Front Row Advisors LLC 0.01% Reduce -1.2% 321 $37K
Lindbrook Capital, LLC 0.00% Add +10.3% 320 $37K
Innealta Capital, LLC 0.01% New 313 $37K
Redwood Wealth Management Group, LLC 0.03% New 308 $36K
Westside Investment Management, Inc. 0.01% No change 300 $35K
Delta Asset Management LLC 0.00% Reduce -9.9% 299 $35K
Colonial Trust Co / SC 0.01% Reduce -5.5% 277 $32K
Carmichael Hill & Associates, Inc. 0.01% No change 271 $32K
Leonteq Securities AG 0.00% Reduce -6.6% 268 $31K
Pin Oak Investment Advisors Inc. 0.02% No change 210 $24K
First Financial Corp. 0.01% Reduce -50.0% 200 $23K
St Germain D J Co. Inc. 0.00% No change 200 $23K
Cullen/Frost Bankers, Inc. 0.00% Reduce -77.1% 200 $23K
First PREMIER Bank 0.01% No change 196 $23K
CBIZ Investment Advisory Services, LLC 0.00% No change 196 $23K
WR Wealth Planners, LLC 0.01% Reduce -50.0% 192 $22K
Redmont Wealth Advisors LLC 0.04% No change 191 $22K
PSI Advisors, LLC 0.01% No change 191 $22K
Hollencrest Capital Management 0.00% No change 183 $21K
Altshuler Shaham Ltd 0.00% Reduce -15.2% 178 $21K
Fortitude Family Office, LLC 0.01% No change 176 $21K
Semmax Financial Advisors Inc. 0.01% No change 154 $20K
Zions Bancorporation, N.A. 0.00% No change 170 $20K
Versant Capital Management, Inc 0.00% Reduce -16.8% 154 $18K
Hanson & Doremus Investment Management 0.00% No change 150 $17K
Park Place Capital Corp 0.01% Reduce -2.2% 136 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Add +10.8% 133 $16K
EverSource Wealth Advisors, LLC 0.00% Add +0.9% 115 $15K
EnRich Financial Partners LLC 0.01% No change 125 $15K
Citizens National Bank Trust Department 0.00% No change 125 $15K
Riverview Trust Co 0.01% No change 123 $14K
NBT Bank, N.A. 0.00% No change 122 $14K
Roble, Belko & Company, Inc 0.00% No change 120 $14K
Wetzel Investment Advisors, Inc. 0.01% No change 113 $13K
MV Capital Management, Inc. 0.00% Add +4.5% 115 $13K
Vermillion & White Wealth Management Group, LLC 0.01% Add +0.9% 106 $12K
Ransom Advisory, Ltd 0.01% No change 100 $12K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 100 $12K
New England Capital Financial Advisors LLC 0.01% No change 97 $11K
GHP Investment Advisors, Inc. 0.00% New 97 $11K
Farmers & Merchants Investments Inc. 0.00% Reduce -66.7% 96 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +5.6% 95 $11K
DT Investment Partners, LLC 0.00% No change 92 $11K
Deseret Mutual Benefit Administrators 0.00% New 86 $10K
Harbor Investment Advisory, LLC 0.00% No change 86 $10K
CVA Family Office, LLC 0.00% Add +5.0% 84 $10K
TD Private Client Wealth LLC 0.00% Reduce -33.3% 84 $10K
Castleview Partners, LLC 0.01% Add +62.8% 83 $10K
Smartleaf Asset Management LLC 0.00% Reduce -13.2% 79 $9K
Key Financial Inc 0.00% No change 74 $9K
Coston, McIsaac & Partners 0.00% No change 73 $8K
Financial Management Professionals, Inc. 0.00% Add +3.0% 68 $8K
Capital Analysts, LLC 0.00% No change 70 $8K
JFS Wealth Advisors, LLC 0.00% No change 68 $8K
Bell Investment Advisors, Inc 0.00% Reduce -5.8% 65 $8K
Continuum Advisory, LLC 0.00% Reduce -1.6% 62 $7K
Glen Eagle Advisors, LLC 0.00% No change 57 $7K
Sound Income Strategies, LLC 0.00% No change 55 $6K
Clearstead Advisors, LLC 0.00% New 55 $6K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 50 $6K
Atticus Wealth Management, LLC 0.00% No change 50 $6K
Pineridge Advisors LLC 0.00% New 49 $6K
Montag A & Associates Inc. 0.00% No change 49 $6K
Private Wealth Management Group, LLC 0.00% No change 48 $6K
North Star Investment Management Corp. 0.00% No change 48 $6K
FinTrust Capital Advisors, LLC 0.00% No change 47 $5K
AdvisorNet Financial, Inc 0.00% Reduce -28.8% 47 $5K
Concourse Financial Group Securities, Inc. 0.00% Add +17.5% 47 $5K
Sachetta, LLC 0.00% Add +35.5% 42 $5K
Red Tortoise LLC 0.00% No change 46 $5K
Strategic Financial Concepts, LLC 0.00% New 25,263 $5K
Beacon Capital Management, LLC 0.00% No change 40 $5K
Legend Financial Advisors, Inc. 0.00% No change 38 $4K
Opal Wealth Advisors, LLC 0.00% New 34 $4K
Coppell Advisory Solutions LLC 0.00% — 31 $4K
Carolinas Wealth Consulting LLC 0.00% Add +3.7% 28 $3K
City State Bank 0.00% No change 26 $3K
Tortoise Investment Management, LLC 0.00% No change 26 $3K
Tsfg, LLC 0.00% No change 27 $3K
Institutional & Family Asset Management, LLC 0.00% Add +20.0% 24 $3K
Spire Wealth Management 0.00% Reduce -96.1% 21 $2K
Plato Investment Management Ltd 0.00% Add +72.7% 19 $2K
First United Bank & Trust 0.00% No change 18 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +12.5% 18 $2K
Hexagon Capital Partners LLC 0.00% Reduce -37.0% 17 $2K
Iron Horse Wealth Management, LLC 0.00% No change 17 $2K
SJS Investment Consulting Inc. 0.00% No change 14 $2K
Rothschild Investment LLC 0.00% New 14 $2K
Baldwin Wealth Partners LLC 0.00% New 14 $2K
Dunhill Financial, LLC 0.00% Add +40.0% 14 $2K
Raffa Wealth Management, LLC 0.00% No change 10 $1K
Abound Wealth Management 0.00% No change 9 $1K
Capital Advisors, Ltd. LLC 0.00% Add +28.6% 9 $1K
Harvest Fund Management Co., Ltd 0.00% Reduce -81.3% 12 $1K
Penserra Capital Management LLC 0.00% No change 12 $1K
Financial Gravity Asset Management, Inc. 0.00% No change 7 $817
True Wealth Design, LLC 0.00% Add +40.0% 7 $817
Creekmur Asset Management LLC 0.00% New 6 $700
MCF Advisors LLC 0.00% No change 5 $584
Horizon Financial Services, LLC 0.00% No change 4 $467
Raleigh Capital Management Inc. 0.00% No change 4 $467
Cornerstone Planning Group LLC 0.00% New 3 $382
Scarborough Advisors, LLC 0.00% New 3 $350
Aspect Partners, LLC 0.00% No change 2 $233
WestEnd Advisors, LLC 0.00% No change 2 $233
Rakuten Securities, Inc. 0.00% No change 1 $117
TFC Financial Management, Inc. 0.00% No change 1 $117
GW&K Investment Management, LLC 0.00% No change 4 $0
Avion Wealth 0.00% No change 5 $0

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