Constellation EnergyCEG

13F holders, Q3 2024 (September 30)
1,425holders +116
216new positions
99sold out
11famous investors
$260.10avg. 13F price*

At the end of Q3 2024, 1,425 institutions reported holding Constellation Energy (CEG) in their 13F filings, up 116 from Q2 2024. 216 opened new positions and 99 sold out. The largest holders were Vanguard Group Inc. ($9.5B), Capital International Investors ($6.6B) and BlackRock, Inc. ($5.7B). 11 famous investors held it, including Philippe Laffont (7.5% of Coatue Management's portfolio), Stephen Mandel (4.6% of Lone Pine Capital's portfolio) and Ray Dalio (1.1% of Bridgewater Associates's portfolio).

Company
Constellation Energy
Sector
Utilities
CUSIP
21037T109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,173Q1 2024Q2 2024: 1,309Q2 2024Q3 2024: 1,425Q3 2024Q4 2024: 1,544Q4 2024Q1 2025: 1,548Q1 2025Q2 2025: 1,723Q2 2025Q3 2025: 1,825Q3 2025Q4 2025: 2,008Q4 2025Q1 2026: 1,906Q1 2026Q2 2026: 1,865Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions216$1.4B
Exits99$429.6M

All 13F filers, Q2 2024 → Q3 2024: 24,085,244 shares bought and 24,688,943 shares sold, net −603,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,425 holders

Vanguard Group Inc. 0.17% Add +0.3% 36,693,945 $9.5B
Capital International Investors 1.26% Add +13.1% 25,253,136 $6.6B
BlackRock, Inc. 0.12% — 21,787,366 $5.7B
State Street Corp. 0.19% Add +2.6% 17,611,144 $4.6B
FMR LLC 0.27% Reduce -12.3% 17,016,337 $4.4B
Capital World Investors 0.32% Reduce -1.6% 7,831,843 $2.0B
Coatue Management 7.46% Add +57.4% 7,726,108 $2.0B
T. Rowe Price Associates Inc. 0.22% Reduce -23.3% 7,503,367 $2.0B
Geode Capital Management, LLC 0.14% Add +1.5% 6,628,141 $1.7B
Morgan Stanley 0.12% Add +17.6% 6,264,170 $1.6B
Bank of New York Mellon Corp 0.24% Reduce -6.3% 4,869,272 $1.3B
Capital Research Global Investors 0.24% Reduce -25.5% 4,496,144 $1.2B
Norges Bank 0.11% Reduce -7.7% 3,106,311 $807.7M
Invesco Ltd. 0.14% Add +35.2% 2,775,972 $721.8M
Northern Trust Corp. 0.12% Reduce -5.4% 2,745,421 $713.9M
Lone Pine Capital 4.64% Add +49.2% 2,394,231 $622.5M
Bank of America Corp. 0.04% Add +60.9% 1,955,038 $508.3M
Charles Schwab Investment Management Inc. 0.10% Add +0.2% 1,940,514 $504.6M
Goldman Sachs Group Inc. 0.08% Add +10.1% 1,700,201 $442.1M
Legal & General Group Plc 0.11% Reduce -4.0% 1,664,061 $432.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +5.4% 1,574,951 $409.5M
D. E. Shaw & Co. 0.57% Add +157.7% 1,537,760 $399.8M
UBS Group AG 0.11% Add +31.0% 1,469,408 $382.1M
Alkeon Capital Management LLC 1.95% Reduce -44.6% 1,367,554 $355.6M
Franklin Resources Inc. 0.10% Reduce -69.3% 1,023,239 $342.4M
Massachusetts Financial Services Co. 0.10% Add +14.9% 1,295,417 $336.8M
JPMorgan Chase & Co. 0.02% Reduce -13.8% 1,168,431 $303.8M
Steadfast Capital Management LP 6.85% New 1,131,800 $294.3M
Barclays PLC 0.13% Add +5.1% 1,106,024 $287.6M
59 North Capital Management, LP 12.62% Add +58.1% 1,082,332 $281.4M
Castle Hook Partners LP 8.23% Add +27.8% 1,057,745 $275.0M
Nuveen Asset Management, LLC 0.08% Reduce -1.3% 1,027,460 $267.2M
Pictet Asset Management Holding SA 0.29% Add +22.8% 1,025,972 $266.8M
Jennison Associates LLC 0.16% Reduce -11.1% 992,554 $258.1M
Agf Management Ltd. 1.24% Add +1.6% 936,192 $243.4M
Swiss National Bank 0.16% Add +0.3% 935,651 $243.3M
Electron Capital Partners, LLC 11.07% Reduce -15.1% 884,633 $230.0M
Dimensional Fund Advisors LP 0.05% Reduce -6.5% 835,756 $217.3M
Reaves W H & Co. Inc. 5.89% Add +4.3% 827,729 $215.2M
Sumitomo Mitsui Trust Group, Inc. 0.14% Add +4.4% 804,015 $209.1M
ClearBridge Investments Ltd 5.16% Reduce -22.7% 792,386 $206.0M
Munro Partners 7.51% Reduce -13.7% 792,366 $206.0M
Bridgewater Associates 1.13% Add +295.1% 767,856 $199.7M
Alliancebernstein L.P. 0.07% Add +42.9% 749,557 $194.9M
Royal Bank of Canada 0.04% Add +20.2% 747,122 $194.3M
Deutsche Bank AG 0.08% Add +50.0% 743,326 $193.3M
Nordea Investment Management AB 0.21% Add +52.4% 708,399 $182.3M
Amundi 0.06% Reduce -19.9% 617,786 $172.6M
HSBC Holdings PLC 0.11% Add +5.8% 653,645 $170.0M
CI Investments Inc. 0.64% Reduce -3.6% 648,266 $168.6M
Neuberger Berman Group LLC 0.12% Add +30.1% 613,602 $159.5M
Principal Financial Group Inc. 0.09% Add +6.8% 612,537 $159.3M
Southpoint Capital Advisors LP 3.70% New 600,000 $156.0M
Fred Alger Management, LLC 0.74% Reduce -11.2% 586,584 $152.5M
Bank of Montreal 0.07% Add +20.9% 579,346 $148.9M
Rhumbline Advisers 0.13% Reduce -6.3% 551,476 $143.4M
California State Teachers Retirement System 0.16% Add +0.3% 533,488 $138.7M
California Public Employees Retirement System 0.10% Reduce -3.0% 532,225 $138.4M
Voya Investment Management LLC 0.17% Add +31.2% 530,732 $138.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.14% Add +7.2% 515,862 $134.1M
Capital Group Private Client Services, Inc. 1.27% Add +17.6% 513,088 $133.4M
Wells Fargo & Company 0.03% Add +13.3% 504,800 $131.3M
Artisan Partners Limited Partnership 0.19% New 490,291 $127.5M
Victory Capital Management Inc. 0.12% Reduce -2.0% 467,636 $121.6M
New York State Common Retirement Fund 0.16% Reduce -13.0% 458,252 $119.2M
Railway Pension Investments Ltd 1.41% Add +8.3% 451,800 $117.5M
Orbis Allan Gray Ltd 0.61% Reduce -82.2% 443,589 $115.3M
Thrivent Financial for Lutherans 0.22% Reduce -26.8% 443,376 $115.3M
Clearbridge Investments, LLC 0.09% Reduce -21.1% 418,751 $108.9M
National Pension Service 0.10% Add +18.6% 415,428 $108.0M
Prudential Financial Inc. 0.15% Add +80.0% 401,003 $104.3M
Korea Investment CORP 0.24% Add +26.9% 396,712 $103.2M
Swedbank AB 0.13% Add +0.7% 386,310 $100.4M
Artemis Investment Management LLP 1.53% Add +23.5% 385,872 $100.3M
Assenagon Asset Management S.A. 0.20% Reduce -58.7% 376,004 $97.8M
Encompass Capital Advisors LLC 4.45% Add +602.5% 351,273 $91.3M
Forest Avenue Capital Management LP 11.05% New 350,075 $91.0M
Nomura Asset Management Co. Ltd. 0.28% Add +247.7% 346,289 $90.0M
Citigroup Inc. 0.08% Reduce -9.6% 346,000 $90.0M
First Trust Advisors LP 0.08% Add +11.4% 341,564 $88.8M
Ensign Peak Advisors, Inc 0.15% Reduce -14.6% 337,650 $87.8M
ProShare Advisors LLC 0.21% Add +5.6% 337,302 $87.7M
Aviva PLC 0.23% Add +8.7% 333,558 $86.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.09% Add +89.6% 332,865 $86.6M
Pinebridge Investments, L.P. 0.62% Add +59.8% 317,508 $82.6M
Tortoise Capital Advisors, L.L.C. 1.05% Add +3.5% 313,501 $81.5M
State Board of Administration of Florida Retirement System 0.16% Reduce -3.4% 313,341 $81.5M
Intech Investment Management LLC 0.89% Reduce -4.3% 305,616 $79.5M
Qube Research & Technologies Ltd 0.14% Reduce -20.2% 299,092 $77.8M
Adage Capital Partners Gp, L.L.C. 0.14% Add +6.3% 294,777 $76.6M
Capital Advisors Inc. 1.53% Add +12.7% 294,282 $76.5M
New York State Teachers Retirement System 0.15% Reduce -4.2% 279,423 $72.7M
Brown Advisory Inc. 0.09% Add +18.4% 274,435 $71.4M
Russell Investments Group, Ltd. 0.10% Reduce -9.2% 267,137 $69.4M
Manufacturers Life Insurance Company, The 0.06% Add +2.3% 262,164 $68.2M
Citadel Advisors 0.07% Reduce -24.8% 255,533 $66.4M
Public Sector Pension Investment Board 0.36% Add +376.6% 254,630 $66.2M
Rokos Capital Management LLP 2.41% Reduce -37.9% 254,604 $66.2M
Millennium Management 0.06% Reduce -72.4% 244,864 $63.7M
Jane Street Group, LLC 0.10% Reduce -72.9% 240,631 $62.6M
Man Group plc 0.18% Add +46.5% 237,872 $61.9M
Capital International, Inc. 0.77% Add +3.0% 234,446 $61.0M
Atalanta Sosnoff Capital, LLC 1.30% New 232,541 $60.5M
Natixis Advisors, LLC 0.12% Add +3.5% 229,012 $59.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% Reduce -0.3% 224,447 $58.4M
Panagora Asset Management Inc. 0.27% Add +1372.9% 216,124 $56.2M
Summit Partners Public Asset Management, LLC 2.52% Reduce -31.1% 215,000 $55.9M
Danske Bank A/S 0.18% Reduce -9.4% 209,480 $54.5M
1832 Asset Management L.P. 0.09% Add +159.8% 203,638 $52.9M
Envestnet Asset Management Inc. 0.02% Add +15.5% 199,084 $51.8M
LPL Financial LLC 0.02% Add +3.0% 198,222 $51.5M
Corient Private Wealth LP 0.08% Reduce -38.5% 195,579 $50.9M
CloudAlpha Capital Management Limited/Hong Kong 7.02% New 193,500 $50.3M
KBC Group NV 0.15% Reduce -27.4% 191,320 $49.7M
Night Owl Capital Management, LLC 6.62% Add +3.3% 186,199 $48.4M
Segall Bryant & Hamill, LLC 0.66% New 186,084 $48.4M
Vaughan David Investments LLC 1.11% Reduce -3.5% 185,532 $48.2M
D1 Capital Partners 0.92% New 184,000 $47.8M
Jupiter Asset Management Ltd. 0.42% New 183,576 $47.7M
Twin Tree Management, LP 1.11% Add +123.5% 183,248 $47.6M
State of Wisconsin Investment Board 0.12% Reduce -5.6% 177,988 $46.3M
Nissay Asset Management Corp. /Japan 0.29% Add +21.6% 175,343 $45.6M
CBRE Investment Management Listed Real Assets LLC 0.73% Add +180.0% 174,891 $45.5M
Newbrook Capital Advisors LP 6.09% Add +39.1% 173,638 $45.1M
Chevy Chase Trust Holdings, LLC 0.13% Reduce -2.6% 168,561 $43.8M
Susquehanna International Group, LLP 0.07% Reduce -30.3% 166,785 $43.4M
Los Angeles Capital Management LLC 0.17% Reduce -23.6% 164,436 $42.8M
Aberdeen Group plc 0.08% Add +118.5% 162,954 $42.2M
Discovery Capital Management, LLC / CT 5.25% New 161,300 $41.9M
Voloridge Investment Management, LLC 0.15% Add +20.6% 156,166 $40.6M
Ameriprise Financial Inc. 0.01% Reduce -6.5% 155,454 $40.4M
Zurich Insurance Group Ltd 0.34% Add +80.7% 155,434 $40.4M
JAT Capital Mgmt LP 6.77% Reduce -58.3% 152,069 $39.5M
Van Eck Associates Corp. 0.05% Add +74.6% 144,700 $38.5M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -2.4% 147,867 $38.4M
Stifel Financial Corp. 0.04% Add +21.0% 143,725 $37.4M
Royal London Asset Management Ltd. 0.09% No change 140,915 $36.6M
Public Employees Retirement System of Ohio 0.16% Reduce -0.8% 140,437 $36.5M
Treasurer of the State of North Carolina 0.14% Add +0.4% 137,652 $35.8M
TD Asset Management Inc 0.03% Add +0.7% 138,870 $35.7M
Toronto Dominion Bank 0.06% Reduce -14.5% 137,035 $35.6M
Raymond James & Associates 0.02% Reduce -18.0% 136,613 $35.5M
E. Ohman J:or Asset Management AB 0.88% Reduce -39.5% 136,044 $35.4M
Allspring Global Investments Holdings, LLC 0.05% Reduce -3.8% 135,474 $35.2M
Main Street Research LLC 2.20% Add +1.6% 134,461 $35.0M
Waratah Capital Advisors Ltd. 2.09% Add +103.6% 134,329 $34.9M
American Century Companies Inc. 0.02% Add +7.0% 133,855 $34.8M
State of Tennessee, Department of Treasury 0.12% Add +20.2% 129,917 $33.8M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +31.1% 128,443 $33.4M
Valiant Capital Management, L.P. 4.50% Reduce -18.9% 126,627 $32.9M
Canada Pension Plan Investment Board 0.03% Reduce -56.5% 125,590 $32.7M
Walleye Trading LLC 0.77% Reduce -27.9% 123,643 $32.1M
Guggenheim Capital LLC 0.22% Reduce -2.1% 121,109 $31.5M
Caisse de depot et placement du Quebec 0.06% Reduce -42.6% 120,300 $31.3M
Mirae Asset Global Investments Co., Ltd. 0.14% Add +21.7% 121,143 $31.1M
Maplelane Capital, LLC 3.61% New 119,210 $31.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +2.0% 118,735 $30.9M
Asset Management One Co., Ltd. 0.11% Add +2.7% 118,480 $30.8M
State of New Jersey Common Pension Fund D 0.13% Add +0.0% 116,755 $30.4M
Commonwealth Equity Services, LLC 0.05% Add +8.6% 115,223 $30.0M
Andra AP-fonden 0.43% Add +31.5% 113,100 $29.4M
AQR Capital Management 0.04% Add +21.6% 113,946 $28.9M
PNC Financial Services Group, Inc. 0.02% Add +5.2% 106,522 $27.7M
Barlow Wealth Partners, LLC 3.57% Add +1.3% 98,052 $27.3M
Meitav Investment House Ltd. 0.46% New 105,000 $27.3M
AEGON ASSET MANAGEMENT UK Plc 0.36% Add +0.9% 101,300 $26.3M
Yong Rong (HK) Asset Management Ltd 7.60% New 100,000 $26.0M
Squarepoint Ops LLC 0.09% Reduce -23.2% 99,798 $25.9M
Busey Bank 0.84% Add +0.0% 99,345 $25.8M
Rivermont Capital Management LP 12.09% Add +27.7% 98,702 $25.7M
CIBC Asset Management Inc 0.08% Add +5.1% 97,164 $25.3M
Storebrand Asset Management As 0.08% Reduce -12.9% 96,999 $25.2M
Marshall Wace, LLP 0.03% New 96,703 $25.1M
Corebridge Financial, Inc. 0.13% Reduce -3.6% 96,668 $25.1M
Allianz Asset Management GmbH 0.04% Add +96.8% 96,241 $25.0M
Avala Global LP 1.63% New 95,018 $24.7M
Resona Asset Management Co.,Ltd. 0.14% Reduce -1.6% 94,923 $24.6M
Mackenzie Financial Corp. 0.03% Reduce -45.8% 94,739 $24.6M
Creative Planning 0.02% Add +38.3% 92,949 $24.2M
Quadrature Capital Ltd 0.54% Reduce -61.2% 92,012 $23.9M
Arizona State Retirement System 0.15% Reduce -1.1% 90,336 $23.5M
Riposte Capital LLC 11.96% Add +100.0% 90,000 $23.4M
Gabelli Funds LLC 0.17% Reduce -6.7% 89,667 $23.3M
Nishkama Capital, LLC 3.58% New 89,390 $23.2M
Mariner, LLC 0.04% Add +0.9% 88,536 $23.0M
HighTower Advisors, LLC 0.03% Add +86.8% 87,591 $22.8M
Janney Montgomery Scott LLC 0.06% Add +1.4% 85,571 $22.3M
State of Michigan Retirement System 0.11% Reduce -1.4% 85,167 $22.1M
STRS Ohio 0.08% Reduce -0.2% 84,556 $22.0M
Robeco Institutional Asset Management B.V. 0.04% Reduce -10.2% 84,421 $22.0M
Stillwater Capital Advisors, LLC 2.82% New 83,843 $21.8M
MetLife Investment Management, LLC 0.12% Reduce -3.2% 83,624 $21.7M
Rafferty Asset Management, LLC 0.07% Reduce -8.4% 83,505 $21.7M
Liontrust Investment Partners LLP 0.31% No change 108,000 $21.6M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -22.0% 82,413 $21.4M
Anatole Investment Management Ltd 5.98% New 81,051 $21.1M
AXA S.A. 0.06% Add +7.5% 79,014 $20.5M
DNB Asset Management AS 0.09% Add +10.0% 78,307 $20.4M
M&G PLC 0.12% Add +7.4% 75,996 $19.8M
Marex Group Ltd 0.45% Reduce -7.7% 75,000 $19.5M
Bank of Nova Scotia 0.04% Reduce -51.4% 74,922 $19.5M
Sei Investments Co. 0.03% Add +13.8% 74,082 $19.3M
Cetera Investment Advisers 0.04% Add +25.3% 73,682 $19.2M
Cinctive Capital Management LP 1.10% Add +223.9% 73,677 $19.2M
Simplex Trading, LLC 0.64% Add +97.8% 73,453 $19.1M
Retirement Systems of Alabama 0.07% Add +3.5% 71,949 $18.7M
Acadian Asset Management LLC 0.06% Reduce -46.0% 70,846 $18.4M
Shelton Capital Management 0.47% Reduce -2.9% 70,101 $18.2M
SG Americas Securities, LLC 0.07% Add +8.4% 69,187 $18.0M
Beck Bode, LLC 3.38% New 69,136 $18.0M
BOCHK Asset Management Ltd 5.32% Reduce -7.9% 68,700 $17.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -1.7% 68,068 $17.7M
Transform Wealth, LLC 1.17% Add +9.1% 67,697 $17.6M
Forsta Ap-Fonden 0.13% Add +13.4% 66,900 $17.4M
Atika Capital Management LLC 1.85% Add +1.5% 66,500 $17.3M
Kinetic Partners Management, LP 1.20% New 66,300 $17.2M
Osaic Holdings, Inc. 0.04% Reduce -20.8% 66,216 $17.2M
Segra Capital Management, LLC 6.59% New 65,000 $16.9M
IFM Investors Pty Ltd 0.16% Add +4.2% 64,953 $16.9M
Comerica Bank 0.07% Add +6.9% 63,937 $16.6M
Czech National Bank 0.17% Add +6.0% 63,698 $16.6M
Amalgamated Bank 0.13% Reduce -3.5% 62,244 $16.2M
Daiwa Securities Group Inc. 0.08% Add +13.8% 61,865 $16.1M
GTS Securities LLC 0.32% Add +34.1% 60,940 $15.8M
Cambridge Investment Research Advisors, Inc. 0.05% Add +2.4% 60,452 $15.7M
Macquarie Group Ltd. 0.02% Add +145.4% 60,430 $15.7M
Federated Hermes, Inc. 0.03% Reduce -72.8% 60,298 $15.7M
Varma Mutual Pension Insurance Co 0.12% Add +6.9% 58,997 $15.5M
DekaBank Deutsche Girozentrale 0.03% Add +2.2% 57,685 $15.1M
FORA Capital, LLC 1.77% Reduce -17.7% 57,891 $15.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.38% Add +331.7% 56,250 $14.6M
Rheos Capital Works Inc. 0.76% Reduce -39.1% 56,000 $14.6M
QRG Capital Management, Inc. 0.15% Add +2.8% 55,138 $14.3M
Lockheed Martin Investment Management Co. 0.66% Add +90.3% 54,799 $14.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.04% Add +137.0% 54,500 $14.2M
Xponance LLC 0.14% Reduce -10.5% 53,838 $14.0M
Connor, Clark & Lunn Investment Management Ltd. 0.07% Reduce -82.0% 52,892 $13.8M
Verition Fund Management LLC 0.10% Add +160.7% 52,789 $13.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.08% Reduce -12.9% 52,596 $13.7M
Gotham Asset Management 0.14% Add +123.2% 52,537 $13.7M
MBB Public Markets I LLC 1.15% Add +131.3% 52,317 $13.6M
Utah Retirement Systems 0.15% Add +0.4% 52,103 $13.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% Add +1.3% 51,890 $13.5M
Resolute Capital Asset Partners LLC 7.00% New 51,719 $13.4M
Jacobs Levy Equity Management, Inc. 0.05% Reduce -94.7% 51,475 $13.4M
ING Groep NV 0.08% Reduce -58.0% 50,822 $13.2M
Cibc World Markets Corp. 0.09% Reduce -22.1% 49,416 $12.8M
Advisors Capital Management, LLC 0.21% Add +1.6% 49,147 $12.8M
Lido Advisors, LLC 0.10% Add +2.8% 49,105 $12.8M
Cerity Partners LLC 0.03% Add +50.2% 48,277 $12.6M
Energy Income Partners, LLC 0.27% Add +11.1% 47,995 $12.5M
Janus Henderson Group PLC 0.01% Add +22.1% 45,265 $11.8M
USS Investment Management Ltd 0.09% Reduce -15.9% 45,032 $11.7M
Strategy Asset Managers LLC 2.23% Add +8.3% 44,768 $11.6M
Public Employees Retirement Association of Colorado 0.05% Add +0.0% 44,173 $11.5M
US Bancorp \de 0.01% Reduce -2.2% 44,114 $11.5M
Pathstone Holdings, LLC 0.05% Reduce -10.2% 42,814 $11.1M
Bourgeon Capital Management LLC 2.13% New 42,528 $11.1M
Natixis 0.07% Reduce -47.6% 42,230 $11.0M
Lanark Financial, Inc. 0.92% Reduce -0.3% 42,228 $11.0M
Empowered Funds, LLC 0.17% Add +16.4% 41,920 $10.9M
New York Life Investment Management LLC 0.11% Reduce -4.0% 41,545 $10.8M
Louisiana State Employees Retirement System 0.20% Reduce -3.0% 41,500 $10.8M
Citizens Financial Group Inc. 0.22% Add +4.8% 41,247 $10.7M
HighPoint Advisor Group LLC 0.62% Reduce -4.7% 41,497 $10.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.8% 40,250 $10.5M
Profund Advisors LLC 0.39% Reduce -1.7% 39,589 $10.3M
Aventail Capital Group, LP 0.61% Add +60.7% 39,568 $10.3M
Yousif Capital Management, LLC 0.11% Reduce -1.8% 39,353 $10.2M
American Trust Investment Advisors, LLC 4.16% Reduce -5.2% 39,075 $10.2M
Blair William & Co. 0.03% Add +49.6% 38,884 $10.1M
Dorsey Wright & Associates 2.39% Add +1.8% 38,802 $10.1M
Pacer Advisors, Inc. 0.02% Reduce -3.9% 38,706 $10.1M
Miller Howard Investments Inc. 0.31% Reduce -0.6% 38,574 $10.0M
Mutual of America Capital Management LLC 0.11% Reduce -3.1% 38,500 $10.0M
Allianz SE 0.27% Add +4746.5% 37,948 $9.9M
Sanctuary Advisors, LLC 0.06% Add +253.7% 39,351 $9.8M
Nisa Investment Advisors, LLC 0.06% Add +7.1% 36,566 $9.5M
State of Alaska, Department of Revenue 0.10% Add +5.9% 36,328 $9.4M
Rockefeller Capital Management L.P. 0.03% Add +93.5% 35,771 $9.3M
Sandler Capital Management 1.79% Add +34.8% 35,609 $9.3M
Cornerstone Advisors, LLC 0.36% Add +53.4% 34,766 $9.0M
Worldquant Millennium Advisors LLC 0.07% Reduce -60.3% 34,378 $8.9M
Assetmark, Inc. 0.03% Add +3365.2% 34,340 $8.9M
Schroder Investment Management Group 0.01% Reduce -6.8% 34,710 $8.9M
Vanguard Personalized Indexing Management, LLC 0.14% Add +5.6% 34,027 $8.8M
Andrew Hill Investment Advisors, Inc. 6.62% Add +68.2% 33,997 $8.8M
American Assets Investment Management, LLC 0.76% No change 33,333 $8.7M
GMO 0.03% Reduce -30.2% 32,700 $8.5M
Heartland Advisors Inc. 0.45% Reduce -6.7% 32,655 $8.5M
Hollow Brook Wealth Management LLC 2.51% Add +1.0% 32,499 $8.5M
Zacks Investment Management 0.07% Reduce -5.7% 32,376 $8.4M
iA Global Asset Management Inc. 0.15% Add +2.9% 31,875 $8.3M
Truist Financial Corp. 0.01% Reduce -35.6% 31,629 $8.2M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 31,500 $8.2M
M&T Bank Corp 0.03% Add +1.3% 31,189 $8.1M
RWC Asset Management LLP 0.58% New 31,186 $8.1M
NEOS Investment Management LLC 0.24% Add +21.2% 31,135 $8.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +124.8% 30,498 $7.9M
Scopus Asset Management, L.P. 0.23% New 30,000 $7.8M
Alaska Permanent Fund Corp 0.11% No change 29,842 $7.8M
Calixto Global Investors, LP 18.37% Reduce -3.9% 29,732 $7.7M
&partners 0.15% Add +149.3% 29,267 $7.7M
Pekin Hardy Strauss, Inc. 0.99% Reduce -1.0% 29,594 $7.7M
Northwest & Ethical Investments L.P. 0.20% Add +138.5% 29,587 $7.7M
Capital Fund Management S.A. 0.09% Reduce -84.4% 29,525 $7.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +86.0% 29,222 $7.6M
Kessler Investment Group, LLC 3.86% Reduce -1.4% 28,843 $7.5M
Nomura Holdings Inc. 0.06% Reduce -78.9% 28,812 $7.5M
Elo Mutual Pension Insurance Co 0.16% Reduce -2.5% 27,827 $7.2M
Tidal Investments LLC 0.08% Add +15.8% 27,702 $7.2M
Oregon Public Employees Retirement Fund 0.13% Reduce -1.1% 26,802 $7.0M
Y-Intercept (Hong Kong) Ltd 0.42% Reduce -53.0% 26,562 $6.9M
Wealthfront Advisers LLC 0.02% Reduce -1.1% 26,532 $6.9M
Alerus Financial NA 0.51% New 26,494 $6.9M
HRT Financial LP 0.03% Reduce -93.6% 26,368 $6.9M
Zimmer Partners, LP 0.13% Reduce -47.4% 26,282 $6.8M
MML Investors Services, LLC 0.02% Reduce -10.9% 25,816 $6.7M
APG Asset Management N.V. 0.04% Reduce -94.9% 28,784 $6.7M
Mercer Global Advisors Inc. 0.02% Add +6.6% 25,102 $6.7M
Cresset Asset Management, LLC 0.03% Add +5.9% 25,308 $6.6M
Kayne Anderson Capital Advisors LP 0.17% Reduce -3.1% 25,277 $6.6M
Two Seas Capital LP 1.11% New 25,000 $6.5M
Kestra Advisory Services, LLC 0.04% Add +9.3% 24,963 $6.5M
Gilder Gagnon Howe & Co. LLC 0.08% Add +92.6% 24,941 $6.5M
NewEdge Advisors, LLC 0.04% Reduce -21.2% 24,821 $6.5M
Schonfeld Strategic Advisors LLC 0.05% Add +74.2% 24,675 $6.4M
Rakuten Investment Management, Inc. 0.04% Add +33.8% 24,877 $6.4M
Eagle Asset Management Inc. 0.03% Add +3.3% 26,697 $6.4M
Harvest Fund Management Co., Ltd 0.37% Add +10.6% 24,123 $6.3M
Metis Global Partners, LLC 0.19% Add +13.3% 24,027 $6.2M
Teachers Retirement System of the State of Kentucky 0.05% No change 24,026 $6.2M
Weiss Asset Management LP 0.23% New 23,670 $6.2M
Adams Diversified Equity Fund, Inc. 0.22% Add +74.2% 23,000 $6.0M
Richard Bernstein Advisors LLC 0.13% No change 22,975 $6.0M
Davidson Kempner Capital Management LP 0.21% Reduce -82.9% 22,702 $5.9M
Commerce Bank 0.04% Add +7.7% 22,255 $5.8M
Candriam S.C.A. 0.03% Reduce -1.6% 22,062 $5.7M
Walleye Capital LLC 0.07% Reduce -32.6% 21,926 $5.7M
Private Advisor Group, LLC 0.04% Add +14.4% 21,880 $5.7M
Kentucky Retirement Systems 0.17% Reduce -8.3% 21,784 $5.7M
Benson Investment Management Company, Inc. 2.24% New 21,756 $5.7M
Integrated Advisors Network LLC 0.26% Add +1075.6% 21,138 $5.5M
Capital International Sarl 0.14% Add +9.4% 21,079 $5.5M
Quantinno Capital Management LP 0.07% Add +37.5% 20,974 $5.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -5.5% 20,772 $5.4M
O'shaughnessy Asset Management, LLC 0.05% Reduce -8.5% 19,719 $5.4M
Montag A & Associates Inc. 0.25% Add +3778.6% 20,324 $5.3M
Mizuho Securities USA LLC 0.11% Reduce -16.6% 20,276 $5.3M
Radnor Capital Management, LLC 0.78% Add +2.5% 20,219 $5.3M
Middleton & Co. Inc. 0.58% Reduce -3.3% 20,119 $5.2M
Truxt Investmentos Ltda. 3.50% New 20,003 $5.2M
Soapstone Management L.P. 4.32% No change 20,000 $5.2M
Holocene Advisors, LP 0.02% New 19,910 $5.2M
Credit Agricole S A 0.03% Add +2.0% 19,888 $5.2M
King Luther Capital Management Corp. 0.02% Add +1722.4% 19,718 $5.1M
Hartford Investment Management Co. 0.17% Reduce -2.5% 19,708 $5.1M
Sterling Capital Management LLC 0.07% — 19,658 $5.1M
DRW Securities, LLC 0.28% Add +1558.6% 19,339 $5.0M
L & S Advisors Inc 0.57% Add +43.4% 18,569 $4.8M
Ieq Capital, LLC 0.06% Add +16.4% 18,560 $4.8M
UniSuper Management Pty Ltd 0.04% Add +7.7% 18,472 $4.8M
Nippon Life Global Investors Americas, Inc. 0.20% Reduce -79.7% 18,070 $4.7M
Maryland State Retirement & Pension System 0.10% Reduce -26.4% 18,060 $4.7M
Itau Unibanco Holding S.A. 0.15% Add +833.1% 18,056 $4.7M
Prevail Innovative Wealth Advisors, LLC 1.42% New 17,862 $4.6M
Regions Financial Corp. 0.03% Reduce -1.0% 17,836 $4.6M
Empire Financial Management Company, LLC 1.39% No change 17,401 $4.5M
Securian Asset Management, Inc. 0.13% Reduce -4.6% 17,293 $4.5M
Wellington Management Group LLP 0.00% Reduce -96.8% 17,146 $4.5M
Teacher Retirement System of Texas 0.02% Reduce -70.7% 17,111 $4.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Add +3.5% 16,880 $4.4M
Axecap Investments, LLC 3.33% — 16,873 $4.4M
Shell Asset Management Co. 0.19% — 16,803 $4.4M
Captrust Financial Advisors 0.01% Add +4.5% 16,435 $4.3M
Mesirow Financial Investment Management, Inc. 0.08% Add +1.0% 16,325 $4.2M
Aperture Investors, LLC 0.53% Add +65.8% 16,144 $4.2M
Cohen & Steers, Inc. 0.01% Add +52.1% 15,937 $4.1M
Groupama Asset Managment 0.11% Add +36.0% 19,789 $4.1M
Graham Capital Management, L.P. 0.22% New 15,865 $4.1M
Rothschild Investment LLC 0.27% Add +4.6% 15,846 $4.1M
Norinchukin Bank, The 0.10% Add +15.0% 15,697 $4.1M
Narwhal Capital Management 0.37% No change 15,658 $4.1M
Town & Country Bank & Trust CO dba First Bankers Trust CO 1.56% Add +28.8% 15,601 $4.1M
Scotia Capital Inc. 0.02% Add +913.9% 15,563 $4.0M
TCW Group Inc. 0.04% Add +32.7% 15,505 $4.0M
Nicola Wealth Management LTD. 0.32% Reduce -13.9% 15,500 $4.0M
CIBC Private Wealth Group LLC 0.01% Add +17.5% 15,472 $4.0M
WealthTrust Axiom LLC 1.19% Reduce -4.7% 15,460 $4.0M
New Mexico Educational Retirement Board 0.14% Reduce -4.3% 15,419 $4.0M
Spectrum Asset Management, Inc. (NB/CA) 1.67% Add +8.9% 15,172 $3.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% — 14,994 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -3.3% 14,957 $3.9M
Tokio Marine Asset Management Co. Ltd. 0.17% Reduce -1.9% 14,836 $3.9M
Illinois Municipal Retirement Fund 0.05% No change 14,725 $3.8M
Vestcor Inc 0.12% Add +12.5% 14,683 $3.8M
SpiderRock Advisors, LLC 0.08% Add +4.8% 14,665 $3.8M
Lazard Asset Management LLC 0.01% Add +29.9% 14,368 $3.7M
Gunderson Capital Management LLC 1.58% Add +2.0% 14,349 $3.7M
Intrust Bank NA 0.37% Reduce -0.9% 14,334 $3.7M
Traynor Capital Management, Inc. 0.30% Add +33.8% 14,137 $3.7M
Swiss Life Asset Management Ltd 0.04% Reduce -17.7% 13,980 $3.6M
Wolverine Trading, LLC 0.09% Reduce -23.9% 14,092 $3.6M
Vinva Investment Management Ltd 0.15% Add +79.5% 14,057 $3.6M
Nebula Research & Development LLC 0.43% Add +42.0% 13,825 $3.6M
Huber Capital Management LLC 0.72% Reduce -16.9% 13,805 $3.6M
IHT Wealth Management, LLC 0.10% Add +67.1% 13,669 $3.6M
Focus Partners Wealth 0.01% Add +203.1% 14,438 $3.6M
Tower Research Capital LLC (TRC) 0.09% Reduce -85.1% 13,697 $3.6M
First Trust Direct Indexing L.P. 0.19% Reduce -4.7% 13,612 $3.5M
Scientech Research LLC 0.70% Reduce -31.4% 13,568 $3.5M
Alyeska Investment Group, L.P. 0.02% New 13,449 $3.5M
Triasima Portfolio Management inc. 0.79% Add +0.8% 13,441 $3.5M
Cwm, LLC 0.01% Add +8.7% 13,372 $3.5M
Financial Counselors Inc. 0.05% Add +0.1% 13,346 $3.5M
Ethic Inc. 0.09% Reduce -17.7% 18,770 $3.5M
Wealthspire Advisors, LLC 0.03% Add +7.8% 13,150 $3.4M
Faithward Advisors, LLC 0.59% New 13,081 $3.4M
Altman Advisors, Inc. 1.50% Reduce -2.8% 12,993 $3.4M
First Citizens Bank & Trust Co. 0.07% Reduce -12.1% 12,960 $3.4M
South Dakota Investment Council 0.07% No change 12,957 $3.4M
Fifth Third Bancorp 0.01% Reduce -3.0% 12,935 $3.4M
Premier Fund Managers Ltd 0.12% Reduce -42.2% 13,000 $3.3M
Cibc World Market Inc. 0.01% Add +10.3% 12,749 $3.3M
Temasek Holdings (Private) Ltd 0.01% New 12,602 $3.3M
Ameritas Investment Partners, Inc. 0.11% Add +0.8% 12,576 $3.3M
Savant Capital, LLC 0.03% Reduce -15.6% 12,387 $3.2M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +20.1% 12,217 $3.2M
Exchange Traded Concepts, LLC 0.08% Add +70.5% 12,196 $3.2M
MAI Capital Management 0.03% Reduce -2.1% 12,174 $3.2M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -29.1% 12,152 $3.2M
Revere Asset Management, Inc 2.49% New 11,990 $3.1M
Trek Financial, LLC 0.23% New 11,989 $3.1M
Algert Global LLC 0.08% New 11,877 $3.1M
Tocqueville Asset Management L.P. 0.05% No change 11,867 $3.1M
Atria Investments, Inc 0.04% Reduce -8.3% 11,540 $3.0M
Good Life Advisors, LLC 0.18% Reduce -1.5% 11,464 $3.0M
Advisory Services Network, LLC 0.06% No change 14,827 $3.0M
Van Cleef Asset Management,Inc 0.33% Add +1.9% 11,329 $2.9M
Paragon Capital Management Inc. 2.17% Add +56.8% 11,300 $2.9M
Boothbay Fund Management, LLC 0.10% Add +0.5% 11,280 $2.9M
Crossmark Global Holdings, Inc. 0.05% Reduce -9.7% 11,169 $2.9M
OMERS ADMINISTRATION Corp 0.03% No change 11,054 $2.9M
Empirical Finance, LLC 0.17% Add +1.9% 11,007 $2.9M
Cavalier Investments, LLC 0.87% Reduce -73.0% 10,966 $2.9M
Cunning Capital Partners, LP 1.49% No change 10,950 $2.8M
Covington Investment Advisors Inc. 0.43% No change 10,932 $2.8M
CENTRAL TRUST Co 0.07% Reduce -16.2% 10,823 $2.8M
Costello Asset Management, INC 1.88% Reduce -10.1% 10,807 $2.8M
BTG Pactual Asset Management US LLC 0.41% Add +38.0% 10,792 $2.8M
Westpac Banking Corp. 0.19% Reduce -35.5% 10,685 $2.8M
Investment Management Corp of Ontario 0.06% Add +29.8% 10,477 $2.7M
International Assets Investment Management, LLC 0.22% Add +22.4% 10,333 $2.7M
Systematic Financial Management LP 0.07% Add +2.9% 10,220 $2.7M
First National Bank of Mount Dora, Trust Investment Services 0.60% Add +103.0% 10,129 $2.6M
RMR Wealth Builders 0.28% Reduce -3.4% 10,128 $2.6M
Foster & Motley Inc. 0.17% Reduce -12.3% 10,069 $2.6M
Oddo BHF Asset Management Sas 0.13% — 10,039 $2.6M
Murchinson Ltd. 1.15% New 10,000 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Add +5.5% 9,995 $2.6M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -1.2% 9,910 $2.6M
Brookstone Capital Management 0.04% Add +5.4% 9,902 $2.6M
Oppenheimer Asset Management Inc. 0.03% Add +202.9% 9,854 $2.6M
Resolution Capital Ltd 0.04% Add +274.7% 9,832 $2.6M
Stamos Capital Partners, L.P. 0.60% Add +51.5% 9,820 $2.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +3.6% 9,752 $2.5M
Owen LaRue, LLC 1.34% Reduce -19.5% 9,700 $2.5M
Equitable Holdings, Inc. 0.02% Add +54.9% 9,695 $2.5M
Wedmont Private Capital 0.14% Add +8.8% 9,008 $2.5M
Bank of Hawaii 0.10% Add +62.6% 9,629 $2.5M
Choreo, LLC 0.04% Add +1077.1% 74,590 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.1% 9,491 $2.5M
FRG Family Wealth Advisors LLC 0.44% No change 9,483 $2.5M
Vident Advisory, LLC 0.06% Add +2.0% 9,434 $2.5M
Wellington Shields Capital Management, LLC 0.43% Add +3.1% 9,424 $2.5M
Howard Capital Management, LLC 0.04% New 9,327 $2.4M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -8.9% 9,258 $2.4M
Chapin Davis, Inc. 0.77% Reduce -62.7% 9,137 $2.4M
Strong Tower Advisory Services 0.66% Add +46.6% 9,136 $2.4M
M. Kulyk & Associates, LLC 0.48% Add +2.9% 9,086 $2.4M
Harbor Investment Advisory, LLC 0.23% Add +6.2% 8,977 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -8.5% 8,923 $2.3M
Estate Counselors, LLC 0.24% Reduce -41.0% 8,890 $2.3M
Centiva Capital, LP 0.10% Reduce -74.2% 8,873 $2.3M
Polymer Capital Management (HK) LTD 0.53% Add +17.4% 8,868 $2.3M
Jump Financial, LLC 0.05% Reduce -86.1% 8,801 $2.3M
Eventide Asset Management, LLC 0.04% Reduce -84.3% 8,762 $2.3M
Fifth Third Wealth Advisors LLC 0.14% Add +2.8% 8,621 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -23.3% 8,375 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Reduce -29.1% 8,327 $2.2M
Providence Wealth Advisors, LLC 1.59% No change 8,101 $2.1M
Eagle Strategies LLC 0.39% New 8,216 $2.1M
Horizon Investments, LLC 0.06% Reduce -17.0% 8,214 $2.1M
Balyasny Asset Management L.P. 0.01% Add +484.2% 8,138 $2.1M
Sequoia Financial Advisors, LLC 0.02% Reduce -10.1% 8,122 $2.1M
Orion Porfolio Solutions, LLC 0.02% Reduce -34.2% 8,101 $2.1M
Orion Portfolio Solutions, LLC 0.02% Reduce -34.2% 8,101 $2.1M
Allworth Financial LP 0.01% Add +1.9% 8,090 $2.1M
Bleakley Financial Group, LLC 0.06% Reduce -0.1% 8,003 $2.1M
Morton Community Bank 0.54% Reduce -8.9% 7,955 $2.1M
Jamison Private Wealth Management, Inc. 0.31% Add +0.1% 7,864 $2.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -57.3% 7,813 $2.0M
Oliver Lagore Vanvalin Investment Group 0.54% Add +12093.8% 7,804 $2.0M
FCG Investment Co 1.33% Add +172.8% 7,793 $2.0M
B & T Capital Management DBA Alpha Capital Management 0.38% New 7,724 $2.0M
Bayesian Capital Management, LP 0.23% New 7,700 $2.0M
Stratos Wealth Partners, LTD. 0.03% Add +19.5% 7,677 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +7.0% 7,675 $2.0M
Wahed Invest LLC 0.35% Add +9.6% 7,647 $2.0M
Spirit of America Management Corp. 0.39% Add +29.9% 7,600 $2.0M
National Bank of Canada 0.00% Reduce -22.3% 7,583 $2.0M
Park Avenue Securities LLC 0.02% Reduce -1.7% 7,555 $2.0M
Transcend Capital Advisors, LLC 0.13% Reduce -2.9% 7,550 $2.0M
Hidden Lake Asset Management LP 1.73% New 7,480 $1.9M
Bragg Financial Advisors, Inc 0.08% Reduce -1.3% 7,456 $1.9M
First Trust Investment Solutions L.P. 0.22% New 7,430 $1.9M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +1.8% 7,430 $1.9M
Shilanski & Associates, Inc. 0.63% Reduce -4.3% 7,420 $1.9M
D.A. Davidson & Co. 0.02% Add +7.4% 7,406 $1.9M
Glenmede Trust Co. NA 0.01% Reduce -51.2% 7,362 $1.9M
American Institute for Advanced Investment Management, LLP 1.36% Add +4.7% 7,367 $1.9M
Glen Eagle Advisors, LLC 0.32% Add +33.1% 7,253 $1.9M
Huntington National Bank 0.02% Add +5.5% 7,221 $1.9M
Global Retirement Partners, LLC 0.06% Add +108.3% 7,195 $1.9M
Argyle Capital Management, LLC 0.74% Reduce -4.7% 7,133 $1.9M
Greenleaf Trust 0.02% Reduce -1.3% 7,127 $1.9M
Summit Financial, LLC 0.07% Add +428.4% 7,118 $1.9M
Composition Wealth, LLC 0.04% Reduce -13.3% 7,071 $1.8M
Uncommon Cents Investing LLC 0.52% Reduce -0.4% 7,067 $1.8M
Clearstead Advisors, LLC 0.03% Add +0.4% 7,058 $1.8M
Wilmington Savings Fund Society, FSB 0.03% New 7,053 $1.8M
Meeder Advisory Services, Inc. 0.12% Reduce -1.0% 6,991 $1.8M
S&co Inc. 0.12% No change 6,920 $1.8M
Benjamin Edwards Inc. 0.03% Add +120.5% 6,881 $1.8M
Boston Financial Mangement LLC 0.05% Add +4.2% 6,869 $1.8M
Hendershot Investments Inc. 0.24% Reduce -1.4% 6,860 $1.8M
Hartford Financial Management Inc. 0.36% No change 6,833 $1.8M
Wealthcare Advisory Partners LLC 0.05% Add +2.0% 6,830 $1.8M
Great Valley Advisor Group, Inc. 0.04% Add +17.8% 6,805 $1.8M
Apollon Wealth Management, LLC 0.05% Reduce -1.9% 6,788 $1.8M
Sigma Planning Corp 0.05% Add +7.2% 6,773 $1.8M
Spire Wealth Management 0.06% Add +113.7% 6,772 $1.8M
Terra Nova Asset Management LLC 1.30% Add +45.8% 6,744 $1.8M
Concentric Capital Strategies, LP 0.11% Reduce -78.1% 6,576 $1.7M
Jefferies Financial Group Inc. 0.03% Reduce -72.6% 6,575 $1.7M
Ameritas Advisory Services, LLC 0.07% Add +47.7% 6,527 $1.7M
Tiaa Trust, National Association 0.01% Add +6.0% 6,459 $1.7M
Two Sigma Investments, LP 0.00% Add +0.6% 6,437 $1.7M
Focus Partners Advisor Solutions, LLC 0.04% Add +2.0% 6,400 $1.7M
Samjo Management, LLC 0.57% Reduce -1.6% 6,325 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +6.4% 6,324 $1.6M
B. Metzler seel. Sohn & Co. Holding AG 0.02% — 6,317 $1.6M
B. Metzler seel. Sohn & Co. AG 0.02% No change 6,317 $1.6M
EP Wealth Advisors, LLC 0.01% Add +36.9% 6,316 $1.6M
Castleark Management LLC 0.07% New 6,280 $1.6M
AustralianSuper Pty Ltd 0.01% Reduce -33.7% 6,191 $1.6M
Mgo One Seven LLC 0.07% Reduce -4.1% 6,189 $1.6M
Strategic Advisors LLC 0.30% Add +343.0% 6,083 $1.6M
AE Wealth Management LLC 0.01% Reduce -20.3% 6,034 $1.6M
Leavell Investment Management, Inc. 0.08% New 6,014 $1.6M
Moors & Cabot, Inc. 0.08% Add +116.3% 5,970 $1.6M
Meiji Yasuda Life Insurance Co 0.03% Reduce -10.4% 5,948 $1.5M
Coldstream Capital Management Inc. 0.03% Add +17.1% 6,010 $1.5M
Caprock Group, LLC 0.06% Reduce -3.2% 5,840 $1.5M
North Star Investment Management Corp. 0.10% Reduce -3.3% 5,814 $1.5M
Occudo Quantitative Strategies LP 0.27% New 5,792 $1.5M
GAMMA Investing LLC 0.15% Add +13.5% 5,719 $1.5M
VestGen Investment Management 0.42% Reduce -4.0% 5,706 $1.5M
Signaturefd, LLC 0.03% Reduce -4.1% 5,665 $1.5M
Prudential PLC 0.01% Reduce -2.1% 5,648 $1.5M
HB Wealth Management, LLC 0.02% Add +2.9% 5,623 $1.5M
Summit Trail Advisors, LLC 0.04% Add +29.8% 5,592 $1.5M
Level Four Advisory Services, LLC 0.06% Add +81.5% 5,516 $1.5M
Dantai Capital Ltd 1.83% No change 5,540 $1.4M
Capital Management Associates 1.59% No change 5,500 $1.4M
Cookson Peirce & Co. Inc. 0.07% Reduce -3.6% 5,480 $1.4M
Vontobel Holding Ltd. 0.00% New 5,406 $1.4M
Marshall Financial Group, LLC 0.33% Reduce -15.8% 5,356 $1.4M
Raymond James Trust N.A. 0.03% Add +8.9% 5,334 $1.4M
NorthCoast Asset Management LLC 0.01% Add +497.1% 13,178 $1.4M
Thompson Siegel & Walmsley LLC 0.02% Reduce -45.0% 5,325 $1.4M
Bessemer Group Inc. 0.00% Add +9.5% 5,329 $1.4M
Sciencast Management LP 0.41% Reduce -53.6% 5,291 $1.4M
Ninepoint Partners LP 0.18% Add +16.4% 5,290 $1.4M
Belpointe Asset Management LLC 0.08% Reduce -12.7% 5,268 $1.4M
Caldwell Trust Co 0.14% No change 5,228 $1.4M
Central Pacific Bank - Trust Division 0.18% Add +618.5% 5,209 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +7.6% 5,078 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +5.4% 5,116 $1.3M
Townsquare Capital LLC 0.02% Add +61.7% 5,106 $1.3M
Black Diamond Financial, LLC 0.22% Add +4.0% 5,094 $1.3M
Virtus Advisers, LLC 0.62% New 5,058 $1.3M
Allegheny Financial Group 0.32% Add +3.7% 5,013 $1.3M
Steamboat Capital Partners, LLC 0.41% New 4,986 $1.3M
Resources Management Corp. /CT/ 0.17% Add +97.3% 4,928 $1.3M
Diversified Trust Co. 0.03% Reduce -0.1% 4,914 $1.3M
Independent Advisor Alliance 0.05% Reduce -2.0% 4,910 $1.3M
Sumitomo Life Insurance Co. 0.03% Add +4.5% 4,903 $1.3M
Manchester Capital Management LLC 0.15% Add +1.0% 4,837 $1.3M
Regal Investment Advisors LLC 0.09% Add +0.4% 4,821 $1.3M
apricus wealth, LLC 0.82% Reduce -21.4% 4,811 $1.3M
Argent Trust Co 0.05% Add +3.4% 4,759 $1.2M
Private Advisory Group LLC 0.16% Reduce -54.5% 4,754 $1.2M
Diversified, LLC 0.14% Reduce -1.3% 4,743 $1.2M
Diversified Enterprises, LLC 0.14% — 4,743 $1.2M
SageView Advisory Group, LLC 0.06% Add +42.5% 4,742 $1.2M
HBK Sorce Advisory LLC 0.04% Reduce -10.7% 4,725 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Reduce -2.8% 4,722 $1.2M
Alberta Investment Management Corp 0.01% New 4,700 $1.2M
Mather Group, Llc. 0.02% Reduce -25.2% 4,618 $1.2M
Mirae Asset Securities (usa) Inc. 0.07% New 4,600 $1.2M
STF Management LP 0.54% Reduce -8.5% 4,586 $1.2M
Gateway Advisory, LLC 0.19% Reduce -5.2% 4,577 $1.2M
LaSalle St. Investment Advisors, LLC 0.46% Reduce -1.4% 4,546 $1.2M
Shelton Wealth Management, LLC 0.66% Add +62.8% 4,495 $1.2M
Partnership Wealth Management, LLC 0.82% No change 4,489 $1.2M
Kenora Financial, LLC 0.46% Reduce -0.5% 4,468 $1.2M
Annex Advisory Services, LLC 0.04% Add +27.9% 4,464 $1.2M
Zuckerman Investment Group, LLC 0.12% Add +0.2% 4,427 $1.2M
Stableford Capital II LLC 0.46% Reduce -19.3% 4,317 $1.1M
MIdWestOne Financial Group, Inc. 0.16% Add +4.4% 4,406 $1.1M
Jacobi Capital Management LLC 0.09% Add +8.0% 4,381 $1.1M
Willis Johnson & Associates, Inc. 0.09% Add +0.4% 4,373 $1.1M
Aviso Wealth Management 0.60% Add +3.9% 4,289 $1.1M
PFG Investments, LLC 0.07% Add +23.1% 4,269 $1.1M
Prospera Financial Services Inc 0.03% Reduce -89.9% 4,229 $1.1M
Affinity Investment Advisors, LLC 0.75% Reduce -11.3% 4,193 $1.1M
Lakeside Advisors, INC. 0.68% Reduce -7.0% 4,185 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -7.4% 4,170 $1.1M
Lake Street Advisors Group, LLC 0.05% Reduce -3.4% 4,157 $1.1M
Ingalls & Snyder LLC 0.04% Reduce -0.1% 4,117 $1.1M
Tsfg, LLC 0.23% Add +0.6% 4,113 $1.1M
Blue Trust, Inc. 0.01% Add +46.3% 5,311 $1.1M
Tiemann Investment Advisors, LLC 0.46% Reduce -5.3% 4,084 $1.1M
PFG Advisors 0.07% Add +6.3% 4,082 $1.1M
ICICI Prudential Asset Management Co Ltd 0.11% Add +17.9% 4,082 $1.1M
Siemens Fonds Invest GmbH 0.08% Add +7.9% 6,967 $1.1M
Riggs Asset Managment Co. Inc. 0.29% Add +2264.3% 4,043 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -18.4% 3,902 $1.0M
Supplemental Annuity Collective Trust of NJ 0.31% No change 4,000 $1.0M
Prelude Capital Management, LLC 0.08% Reduce -87.5% 3,973 $1.0M
China Universal Asset Management Co., Ltd. 0.11% Add +109.3% 3,966 $1.0M
Goldstone Financial Group, LLC 0.18% Add +2.3% 3,959 $1.0M
Cloverfields Capital Group, LP 0.33% Add +79.2% 3,946 $1.0M
Autumn Glory Partners, LLC 0.39% Add +119.5% 3,918 $1.0M
Fractal Investments LLC 0.17% New 3,900 $1.0M
Catalyst Financial Partners LLC 0.20% Add +3.7% 3,871 $1.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -22.7% 3,859 $1.0M
Foundations Investment Advisors, LLC 0.02% Add +22.0% 3,812 $991K
J.W. Cole Advisors, Inc. 0.04% Add +4.6% 3,810 $991K
Kingswood Wealth Advisors, LLC 0.07% Add +19.4% 3,789 $985K
NorthRock Partners, LLC 0.03% Add +6.0% 3,768 $979K
Investment Advisory Services Inc. /TX 0.34% No change 3,738 $972K
Heartland Bank & Trust Co 0.52% Reduce -2.5% 3,713 $965K
Neo Ivy Capital Management 0.31% New 3,704 $964K
Keybank National Association 0.00% Reduce -1.1% 3,706 $964K
Bridgefront Capital, LLC 0.37% New 3,688 $959K
Principal Securities, Inc. 0.02% Add +7.2% 3,641 $947K
Kestra Private Wealth Services, LLC 0.02% Add +95.5% 3,637 $946K
Independent Financial Group, LLC 0.03% Add +8.0% 3,593 $934K
Synovus Financial Corp. 0.01% Add +15.4% 3,590 $934K
Williams Jones Wealth Management, LLC. 0.01% Reduce -28.7% 3,584 $932K
Clark Capital Management Group, Inc. 0.01% Add +11.6% 3,580 $931K
Bank of New Hampshire 0.23% Reduce -1.2% 3,572 $929K
Axxcess Wealth Management, LLC 0.02% Reduce -0.1% 3,569 $928K
Kestra Investment Management, LLC 0.04% New 3,561 $926K
Prosperity Consulting Group, LLC 0.07% Reduce -0.7% 3,550 $923K
Blue Bell Private Wealth Management, LLC 0.18% Add +1.1% 3,530 $918K
BNP Paribas 0.04% Add +35.4% 3,529 $918K
Ausdal Financial Partners, Inc. 0.10% Add +0.8% 3,525 $917K
Haverford Trust Co 0.01% Add +0.2% 3,519 $915K
Perigon Wealth Management, LLC 0.02% Add +123.4% 3,503 $911K
Kornitzer Capital Management Inc. 0.02% Add +3.7% 3,500 $910K
Wedbush Securities Inc. 0.03% Reduce -27.3% 3,480 $905K
Checchi Capital Advisers, LLC 0.07% Reduce -3.8% 3,459 $899K
Whittier Trust Co. 0.01% Add +12.5% 3,453 $898K
Cora Capital Advisors LLC 0.44% New 3,448 $897K
Addis & Hill, Inc 0.68% New 3,416 $888K
Banque Cantonale Vaudoise 0.04% Reduce -20.5% 3,407 $886K
TCFG Wealth Management, LLC 0.45% — 3,405 $885K
NJ State Employees Deferred Compensation Plan 0.10% No change 3,400 $884K
E Fund Management Co., Ltd. 0.05% Add +7.0% 3,389 $881K
Community Bank & Trust, Waco, Texas 0.20% Reduce -1.1% 3,362 $874K
Cornercap Investment Counsel Inc. 0.26% Reduce -34.5% 3,347 $870K
Two Sigma Securities, LLC 0.07% Reduce -92.3% 3,295 $857K
Significant Wealth Partners LLC 0.44% Reduce -1.2% 3,287 $855K
EverSource Wealth Advisors, LLC 0.05% Add +8.9% 3,254 $846K
Cigna Investments Inc. 0.15% Reduce -1.7% 3,236 $842K
Lantz Financial LLC 0.23% Add +0.7% 3,219 $837K
Net Worth Advisory Group 0.25% — 3,191 $830K
Concurrent Investment Advisors, LLC 0.02% Add +0.4% 3,190 $829K
Bokf, NA 0.01% Add +17.1% 2,986 $828K
First Manhattan Co. Llc. 0.00% Add +3.9% 3,169 $824K
Syon Capital LLC 0.07% Reduce -0.5% 3,154 $820K
Romano Brothers and Company 0.10% Add +8.1% 3,135 $815K
AA Financial Advisors, LLC 0.23% Add +23.1% 3,107 $808K
Schechter Investment Advisors, LLC 0.06% Add +0.6% 3,087 $803K
Kennedy Investment Group, Inc. 0.37% Add +7.0% 3,083 $802K
Leonteq Securities AG 0.09% Reduce -6.8% 3,071 $799K
Paragon Financial Partners, Inc. 0.58% No change 3,067 $797K
Caption Management, LLC 0.09% Reduce -57.0% 3,061 $796K
Old National Bancorp 0.02% Reduce -13.0% 3,052 $794K
V-Square Quantitative Management LLC 0.12% Add +34.8% 3,043 $791K
Confluence Wealth Services, Inc. 0.06% Reduce -6.8% 3,017 $784K
Midland Wealth Advisors, LLC 0.05% No change 3,015 $784K
Etesian Wealth Advisors, Inc. 0.35% Add +0.0% 3,012 $783K
Strategic Blueprint, LLC 0.05% Reduce -1.4% 2,995 $779K
Stonegate Investment Group, LLC 0.02% Reduce -5.8% 2,984 $776K
AdvisorNet Financial, Inc 0.06% Add +12.0% 2,971 $772K
Chilton Investment Co. Inc. 0.02% New 2,947 $766K
Flputnam Investment Management Co. 0.01% Add +0.8% 2,932 $763K
Impact Partnership Wealth, LLC 0.17% New 2,932 $762K
Johnson Investment Counsel Inc. 0.01% Reduce -0.7% 2,927 $761K
Aull & Monroe Investment Management Corp 0.35% Add +0.5% 2,920 $759K
Fiduciary Trust Co 0.01% No change 2,918 $759K
Savvy Advisors, Inc. 0.15% Add +26.3% 2,915 $758K
TD Waterhouse Canada Inc. 0.01% Reduce -89.6% 2,838 $758K
Hilltop Holdings Inc. 0.05% New 2,904 $755K
Buckley Wealth Management, LLC 0.23% Add +56.4% 2,897 $753K
Cornerstone National Bank & Trust Co 0.34% Reduce -12.2% 2,886 $750K
Seven Eight Capital, LP 0.07% Reduce -74.0% 2,852 $742K
Waverly Advisors, LLC 0.01% Reduce -2.2% 2,843 $739K
Harbour Capital Advisors, LLC 0.17% Add +17.4% 2,801 $735K
Elevation Point Wealth Partners, LLC 0.07% Add +5.7% 2,814 $732K
Great Lakes Advisors, LLC 0.01% Add +10.9% 2,810 $731K
Key Financial Inc 0.16% Reduce -2.5% 2,807 $730K
Gladstone Institutional Advisory LLC 0.04% Reduce -51.9% 2,799 $728K
Rothschild Wealth LLC 0.22% Add +0.5% 2,799 $728K
Private Trust Co. NA 0.07% Reduce -11.3% 2,780 $723K
Trust Point Inc. 0.05% Add +1.3% 2,754 $716K
Kingsview Wealth Management, LLC 0.01% Reduce -4.7% 2,751 $715K
Prime Capital Investment Advisors, LLC 0.01% Reduce -15.7% 2,749 $715K
Cohen Klingenstein LLC 0.02% No change 2,733 $711K
CRA Financial Services, LLC 0.13% No change 2,717 $706K
Modern Wealth Management, LLC 0.04% Reduce -0.3% 2,716 $706K
Chartwell Investment Partners, LLC 0.02% Reduce -8.5% 2,714 $706K
BLB&B Advisors, LLC 0.04% Reduce -2.4% 2,713 $705K
Stephens Inc. 0.01% Add +2.9% 2,690 $699K
Highview Capital Management LLC 0.28% Add +2.8% 2,687 $699K
Veery Capital, LLC 0.26% Reduce -0.2% 2,670 $694K
Yardley Wealth Management LLC 0.41% — 2,666 $693K
Aster Capital Management (DIFC) Ltd 0.15% — 2,662 $692K
First Horizon Advisors, Inc. 0.02% Add +7.6% 2,661 $692K
Farther Finance Advisors, LLC 0.03% Reduce -58.7% 2,640 $686K
Concourse Financial Group Securities, Inc. 0.04% Add +17.4% 2,639 $686K
Harbour Investments, Inc. 0.02% Add +4.0% 2,636 $685K
Insight Advisors, LLC/ PA 0.12% No change 2,627 $683K
Cornerstone Advisory, LLC 0.09% Reduce -4.7% 2,622 $682K
WBH Advisory Inc. 0.06% Add +0.9% 2,596 $675K
Hollencrest Capital Management 0.03% Reduce -20.3% 2,590 $673K
OneDigital Investment Advisors LLC 0.01% Reduce -2.4% 2,582 $671K
Segment Wealth Management, LLC 0.05% Add +15.2% 2,580 $671K
Pinkerton Wealth, LLC 0.10% Reduce -53.1% 2,567 $667K
Galvin, Gaustad & Stein, LLC 0.06% Add +6.3% 2,550 $663K
Ballentine Partners, LLC 0.01% Add +0.9% 2,543 $661K
Aptus Capital Advisors, LLC 0.01% Add +2.9% 2,527 $657K
Wesbanco Bank Inc. 0.02% Add +1.2% 2,526 $657K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +0.6% 2,511 $653K
Riverwater Partners LLC 0.32% Reduce -5.4% 2,457 $652K
Tyler-Stone Wealth Management 0.12% Add +61.3% 2,504 $651K
VeraBank, N.A. 0.19% Reduce -12.8% 2,501 $650K
Arete Wealth Advisors, LLC 0.06% Reduce -25.2% 2,484 $643K
John G Ullman & Associates Inc. 0.09% No change 2,465 $641K
Personal Cfo Solutions, LLC 0.09% Reduce -20.8% 2,458 $639K
Westover Capital Advisors, LLC 0.12% No change 2,457 $639K
Ellenbecker Investment Group 0.12% Add +2.4% 2,456 $639K
IFP Advisors, Inc 0.02% Reduce -35.9% 2,435 $633K
CGN Advisors LLC 0.06% Add +0.0% 2,430 $632K
Forum Financial Management, LP 0.01% Add +15.0% 2,423 $630K
Freedom Investment Management, Inc. 0.05% Add +16.9% 2,415 $628K
Prosperity Wealth Management, Inc. 0.25% Add +3.0% 2,403 $625K
Smartleaf Asset Management LLC 0.08% Add +64.8% 2,420 $622K
GeoWealth Management, LLC 0.02% Add +0.1% 2,391 $622K
First National Bank & Trust Co. of Newtown 0.12% No change 2,386 $620K
Modera Wealth Management, LLC 0.01% Add +38.1% 2,379 $619K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.3% 2,361 $614K
Corsair Capital Management, L.P. 0.15% No change 2,357 $613K
U.S. Capital Wealth Advisors, LLC 0.02% Add +60.2% 2,348 $611K
Essex Financial Services, Inc. 0.04% Reduce -38.7% 2,285 $608K
Axq Capital, LP 0.18% Reduce -59.7% 2,327 $605K
Bank & Trust Co 0.49% No change 2,324 $604K
Quadrant Capital Group LLC 0.04% Add +4.4% 2,301 $598K
Clarius Group, LLC 0.04% Reduce -3.2% 2,300 $596K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +7.3% 2,288 $595K
Ancora Advisors LLC 0.01% Add +20.0% 2,287 $595K
Cassaday & Co Wealth Management LLC 0.02% Add +3.7% 2,285 $594K
DAVENPORT & Co LLC 0.00% Add +6.7% 2,278 $592K
Ostrum Asset Management 0.05% Add +1.3% 2,274 $591K
Financial Sense Advisors, Inc. 0.16% New 2,233 $581K
Redhawk Wealth Advisors, Inc. 0.08% Reduce -0.1% 2,224 $578K
SteelPeak Wealth, LLC 0.03% Add +31.8% 2,215 $576K
World Investment Advisors 0.02% Reduce -19.8% 2,210 $575K
LSP Investment Advisors, LLC 0.31% No change 2,208 $574K
Arkadios Wealth Advisors 0.03% Add +56.1% 2,199 $572K
Fisher Asset Management 0.00% Reduce -13.7% 2,198 $572K
Silver Oak Securities, Incorporated 0.06% Add +4416.3% 2,213 $569K
Verdence Capital Advisors LLC 0.05% Add +50.4% 2,184 $568K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Add +354.9% 2,179 $567K
Parallel Advisors, LLC 0.01% Add +9.5% 2,173 $565K
Alpha Omega Wealth Management LLC 0.10% Reduce -3.8% 2,172 $565K
Geneos Wealth Management Inc. 0.02% Add +19.8% 2,162 $562K
Successful Portfolios LLC 0.38% Reduce -2.2% 2,135 $555K
Centre Asset Management, LLC 0.12% Reduce -5.0% 2,133 $555K
Sompo Asset Management Co., Ltd. 0.09% Reduce -1.4% 2,130 $554K
Capital Investment Advisors, LLC 0.01% Reduce -22.5% 2,113 $549K
Atlas Capital Advisors Inc. 0.08% No change 2,105 $547K
StoneX Group Inc. 0.04% Add +37.6% 2,101 $546K
Entropy Technologies, LP 0.06% New 2,098 $546K
Merrion Investment Management Co, LLC 0.36% No change 2,091 $544K
CWA Asset Management Group, LLC 0.03% — 2,090 $544K
Thrive Capital Management, LLC 0.26% Reduce -44.0% 2,082 $541K
Court Place Advisors, LLC 0.16% No change 2,076 $540K
Centaurus Financial, Inc. 0.03% Add +5.4% 2,064 $537K
Plotkin Financial Advisors, LLC 0.32% No change 2,063 $536K
True Vision MN LLC 0.32% Reduce -19.4% 2,062 $536K
Resonant Capital Advisors, LLC 0.04% Add +1.5% 2,046 $532K
Debussy Capital Management LP 0.15% New 2,045 $532K
JFS Wealth Advisors, LLC 0.04% Add +3.5% 2,027 $527K
C M Bidwell & Associates Ltd. 0.32% Add +6.7% 2,022 $526K
Garden State Investment Advisory Services LLC 0.17% Add +14.2% 2,015 $525K
Zimmermann Investment Management & Planning LLC 0.16% New 2,015 $524K
Avantax Planning Partners, Inc. 0.02% Reduce -4.3% 2,006 $522K
Clifford Swan Investment Counsel LLC 0.02% Reduce -0.8% 2,003 $521K
Earnest Partners LLC 0.00% Add +7.3% 2,001 $520K
CX Institutional 0.02% Reduce -8.1% 1,986 $516K
Enterprise Financial Services Corp 0.30% Add +0.1% 1,976 $514K
Trinity Wealth Management, LLC 0.24% Add +87.9% 1,973 $513K
Symphony Financial, Ltd. Co. 0.08% Reduce -14.8% 1,987 $511K
Platform Technology Partners 0.16% Add +0.1% 1,965 $511K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% No change 1,954 $508K
MTM Investment Management, LLC 0.20% No change 1,778 $508K
RFG Advisory, LLC 0.02% Reduce -30.5% 1,948 $507K
Three Seasons Wealth, LLC 0.27% Reduce -83.1% 1,937 $504K
KLCM Advisors, Inc. 0.06% Reduce -1.7% 1,935 $503K
Regent Peak Wealth Advisors LLC 0.12% Add +0.4% 1,934 $503K
Seelaus Asset Management LLC 0.47% Add +18.1% 1,929 $502K
Grant/GrossMendelsohn, LLC 0.22% No change 1,926 $501K
Marcum Wealth, LLC 0.05% Reduce -1.8% 1,916 $498K
Pinnacle Associates Ltd. 0.01% Reduce -4.1% 4,256 $497K
TFB Advisors LLC 0.15% New 1,887 $491K
Cynosure Group, LLC 0.07% New 1,886 $490K
Thoroughbred Financial Services, LLC 0.03% No change 1,881 $489K
Quent Capital, LLC 0.05% Reduce -2.6% 1,880 $489K
Plato Investment Management Ltd 0.04% Add +578.7% 1,880 $488K
Spirepoint Private Client, LLC 0.06% Add +1.1% 1,878 $488K
Acropolis Investment Management, LLC 0.03% No change 1,875 $488K
Essex Bank 0.12% Add +30.4% 1,868 $486K
Nations Financial Group Inc, /Ia/ 0.04% Add +1.5% 1,859 $484K
Patten & Patten Inc. 0.03% Reduce -0.3% 1,858 $483K
Athena Investment Management 0.27% Add +0.4% 1,852 $482K
Avestar Capital, LLC 0.05% Reduce -0.5% 1,851 $481K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,850 $481K
Financial Council, LLC 0.25% No change 1,849 $481K
Wealth Management Associates, Inc. 0.21% No change 1,844 $479K
Brown Brothers Harriman & Co. 0.00% Add +20.1% 1,814 $472K
Cornerstone Wealth Group, LLC 0.04% Add +39.8% 1,812 $471K
Virtu Financial LLC 0.03% Reduce -96.8% 1,812 $471K
Portland Investment Counsel Inc. 0.17% Add +20.0% 1,800 $468K
Alps Advisors Inc. 0.00% New 1,800 $468K
Corton Capital Inc. 0.23% New 1,799 $468K
Duncker Streett & Co. Inc. 0.09% No change 1,796 $467K
Calton & Associates, Inc. 0.18% Add +5.2% 1,789 $465K
Frank, Rimerman Advisors LLC 0.03% Reduce -38.7% 1,789 $465K
CoreCap Advisors, LLC 0.02% Reduce -65.4% 1,784 $464K
CreativeOne Wealth, LLC 0.02% Add +54.1% 1,780 $463K
Venture Visionary Partners LLC 0.02% Add +16.4% 1,776 $462K
First Command Advisory Services, Inc. 0.00% Add +60.5% 1,770 $460K
CIC Wealth, LLC 0.12% No change 1,768 $460K
Ellevest, Inc. 0.03% Reduce -4.1% 1,767 $459K
Telos Capital Management, Inc. 0.05% Reduce -12.1% 1,766 $459K
Compton Financial Group, LLC 0.14% Reduce -4.2% 1,762 $458K
DSC Meridian Capital LP 0.41% New 1,760 $458K
Wealth Dimensions Group, Ltd. 0.12% Add +0.1% 1,757 $457K
Stratos Wealth Advisors, LLC 0.02% Add +4.3% 1,755 $456K
WealthPLAN Partners, LLC 0.06% Add +0.1% 1,755 $456K
Accel Wealth Management 0.17% Add +40.2% 1,750 $455K
Aurora Private Wealth, Inc. 0.35% Add +3.9% 1,739 $452K
Aaron Wealth Advisors LLC 0.05% Add +10.5% 1,718 $447K
Everhart Financial Group, Inc. 0.10% Add +64.4% 1,711 $445K
Cooper Financial Group 0.06% Reduce -28.1% 1,706 $444K
Sweeney & Michel, LLC 0.17% New 1,636 $442K
Sage Mountain Advisors LLC 0.04% Add +3.9% 1,689 $439K
Premier Path Wealth Partners, LLC 0.07% Reduce -2.4% 1,688 $439K
Trust Co. of Toledo NA 0.06% Reduce -2.2% 1,688 $439K
Dorsey & Whitney Trust CO LLC 0.02% Add +12.1% 1,675 $436K
Journey Strategic Wealth LLC 0.02% New 1,670 $434K
Marietta Wealth Management, LLC 0.06% No change 1,666 $433K
PDS Planning, Inc 0.04% Add +1.0% 1,666 $433K
Capital Square, LLC 0.26% Add +0.7% 1,663 $433K
Snowden Capital Advisors LLC 0.01% Reduce -29.8% 1,656 $431K
Grove Bank & Trust 0.06% Add +3.8% 1,655 $430K
Landscape Capital Management, L.L.C. 0.04% New 1,653 $430K
Cypress Capital Group 0.05% Add +33.1% 1,651 $429K
Ewa, LLC 0.15% Reduce -9.4% 1,898 $428K
TB Alternative Assets Ltd. 0.10% New 1,643 $427K
Pennsylvania Capital Management Inc. 0.15% New 1,639 $426K
First American Bank 0.03% Reduce -1.4% 1,633 $425K
LGT Fund Management Co Ltd. 0.04% No change 1,600 $425K
Wealth Effects LLC 0.15% New 1,631 $424K
Merit Financial Group, LLC 0.01% Add +9.0% 1,630 $424K
ARS Wealth Advisors Group, LLC 0.05% No change 1,629 $424K
Valeo Financial Advisors, LLC 0.01% Reduce -1.2% 1,628 $423K
Jones Financial Companies LLLP 0.00% Add +71.4% 1,640 $422K
Financial Engines Advisors L.L.C. 0.00% Add +11.3% 1,619 $421K
Diversify Advisory Services, LLC 0.02% New 1,583 $421K
Embree Financial Group 0.07% Reduce -2.6% 1,617 $421K
Eagle Wealth Strategies LLC 0.31% Add +0.1% 1,615 $420K
Sherbrooke Park Advisers LLC 0.10% Reduce -32.1% 1,613 $419K
Dark Forest Capital Management LP 0.05% Add +47.0% 1,613 $419K
UNIVEST FINANCIAL Corp 0.03% New 1,611 $419K
Marion Wealth Management 0.11% Add +14.0% 1,603 $417K
Legacy Advisors, LLC 0.04% Add +4.3% 1,597 $415K
Stonebridge Capital Advisors LLC 0.03% No change 1,590 $413K
Conning Inc. 0.01% Reduce -1.4% 1,581 $411K
Financial Advocates Investment Management 0.02% Add +3.2% 1,572 $409K
Analyst IMS Investment Management Services Ltd. 0.02% New 1,560 $406K
Greenland Capital Management LP 0.07% New 1,560 $406K
MassMutual Private Wealth & Trust, FSB 0.01% Add +17.4% 1,554 $404K
Compound Planning, Inc. 0.03% Reduce -64.0% 1,552 $404K
Sapient Capital LLC 0.01% Add +15.1% 1,551 $403K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,550 $403K
Cornerstone Wealth Management, LLC 0.03% Add +5.6% 1,549 $403K
Argent Financial Group, Inc. 0.05% — 1,546 $402K
Moneta Group Investment Advisors LLC 0.01% Reduce -9.0% 1,542 $401K
44 Wealth Management LLC 0.14% — 1,504 $400K
Insight Folios Inc 0.14% Reduce -2.2% 1,530 $398K
Sentry Investment Management LLC 0.17% Add +10.3% 1,525 $397K
Correct Capital Wealth Management 0.09% Add +13.9% 1,525 $397K
Newton One Investments LLC 0.16% No change 1,525 $397K
SFG Wealth Management, LLC. 0.21% No change 1,523 $396K
Edge Financial Advisors LLC 0.35% Add +0.2% 1,523 $396K
Florida Trust Wealth Management Co 0.01% New 1,519 $395K
Lake Street Private Wealth, LLC 0.06% Add +1.4% 1,516 $394K
Lindbrook Capital, LLC 0.03% Add +39.0% 1,515 $394K
Total Clarity Wealth Management, Inc. 0.13% Add +10.5% 1,513 $393K
Farmers & Merchants Trust Co of Chambersburg PA 0.15% Reduce -12.5% 1,510 $393K
Poehling Capital Management, INC. 0.10% Add +23.5% 1,509 $392K
SC&H Financial Advisors, Inc. 0.09% Reduce -0.9% 1,507 $392K
Welch & Forbes LLC 0.01% Reduce -10.2% 1,504 $391K
High Net Worth Advisory Group LLC 0.11% Reduce -8.5% 1,502 $391K
Beaumont Financial Advisors, LLC 0.03% Add +0.4% 1,501 $390K
Alliance Wealth Advisors, LLC 0.22% Reduce -3.2% 1,500 $390K
Retirement Planning Co of New England, Inc. 0.19% No change 1,486 $386K
Brass Tax Wealth Management, Inc. 0.08% No change 1,486 $386K
Bluesphere Advisors LLC 0.19% New 1,481 $385K
Cadence Bank 0.03% Reduce -0.9% 1,478 $384K
Planning Directions Inc. 0.23% No change 1,473 $383K
Evoke Wealth, LLC 0.01% New 1,473 $383K
Lineweaver Wealth Advisors, LLC 0.07% Add +0.3% 1,465 $381K
Contravisory Investment Management, Inc. 0.08% Add +26.0% 1,457 $379K
Eagle Bluffs Wealth Management LLC 0.20% No change 1,453 $378K
Wells Trecaso Financial Group, LLC 0.12% No change 1,453 $378K
Traphagen Investment Advisors LLC 0.04% Add +0.1% 1,445 $376K
Catalina Capital Group, LLC 0.13% Add +7.4% 1,442 $375K
Willner & Heller, LLC 0.33% New 1,442 $375K
Graypoint LLC 0.02% Add +1.3% 1,442 $375K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.4% 1,440 $374K
Mission Wealth Management, LP 0.01% Reduce -20.6% 1,434 $373K
Kuhn & Co Investment Counsel 0.32% No change 1,433 $373K
Alpha Family Trust 0.21% No change 1,430 $372K
Compass Ion Advisors, LLC 0.05% Add +4.1% 1,423 $370K
UMB Bank, n.a. 0.01% Add +29.8% 1,413 $367K
Quadcap Wealth Management, LLC 0.06% No change 1,404 $365K
Ramirez Asset Management, Inc. 0.07% Add +133.3% 1,400 $364K
Optas, LLC 0.08% Add +2.5% 1,384 $360K
Nikulski Financial, Inc. 0.11% Add +18.3% 1,381 $359K
Larson Financial Group LLC 0.02% Add +348.5% 1,377 $358K
Signature Estate & Investment Advisors LLC 0.01% Add +8.5% 1,376 $358K
Choate Investment Advisors 0.01% Add +11.3% 1,374 $357K
Hengehold Capital Management LLC 0.03% Add +1.9% 1,371 $356K
TriaGen Wealth Management LLC 0.12% Reduce -64.4% 1,357 $353K
First American Trust, FSB 0.03% Add +11.5% 1,354 $352K
Sierra Summit Advisors LLC 0.08% No change 1,347 $350K
RIA Advisory Group LLC 0.12% — 1,344 $350K
Aries Wealth Management 0.10% No change 1,342 $349K
Brooklyn Investment Group 0.11% Add +16.5% 1,341 $349K
Qtron Investments LLC 0.05% No change 1,341 $349K
Sound View Wealth Advisors Group, LLC 0.03% New 1,341 $349K
Vermillion & White Wealth Management Group, LLC 0.26% No change 1,338 $348K
Franklin Street Advisors Inc. 0.02% No change 1,333 $347K
Breakwater Capital Group 0.07% Add +4.2% 1,332 $346K
Creekmur Asset Management LLC 0.08% Add +6.8% 1,331 $346K
Delta Financial Group, Inc. 0.13% Add +9.9% 1,331 $346K
Procyon Advisors, LLC 0.02% Add +0.8% 1,332 $346K
Fidelis Capital Partners, LLC 0.04% Reduce -2.3% 1,297 $345K
Capital Wealth Planning, LLC 0.00% Add +0.1% 1,325 $345K
Grandview Asset Management LLC 0.20% No change 1,318 $343K
Pallas Capital Advisors LLC 0.01% New 1,286 $340K
Harvest Investment Services, LLC 0.11% Reduce -67.1% 1,304 $339K
Norden Group LLC 0.04% Reduce -6.8% 1,302 $339K
New Century Financial Group, LLC 0.12% Reduce -36.2% 1,300 $338K
Parkside Financial Bank & Trust 0.05% Reduce -2.0% 1,291 $336K
EntryPoint Capital, LLC 0.19% Add +106.6% 1,285 $334K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -7.7% 1,285 $334K
Gateway Investment Advisers LLC 0.00% Reduce -4.7% 1,274 $331K
US Asset Management LLC 0.29% No change 1,463 $331K
Fulton Bank, N.A. 0.01% Reduce -9.1% 1,271 $330K
Magnolia Capital Management Ltd. 0.26% New 1,270 $330K
Prairie Wealth Advisors, Inc. 0.16% New 1,266 $329K
Evernest Financial Advisors, LLC 0.09% New 1,265 $329K
Lodestar Private Asset Management LLC 0.04% No change 1,261 $328K
United Asset Strategies, Inc. 0.03% New 1,260 $328K
ABLE Financial Group, LLC 0.10% Reduce -7.1% 1,254 $326K
L2 Asset Management, LLC 0.09% Add +3.8% 1,252 $326K
Vise Technologies, Inc. 0.04% New 1,251 $325K
Founders Financial Securities LLC 0.03% Reduce -12.8% 1,251 $325K
Waldron Private Wealth LLC 0.01% Add +9.8% 1,247 $324K
Simon Quick Advisors, LLC 0.02% Add +8.7% 1,244 $323K
Smith Chas P & Associates Pa Cpas 0.02% New 1,240 $322K
SevenBridge Financial Group, LLC 0.06% No change 1,353 $321K
Delta Wealth Advisors LLC 0.31% No change 1,226 $319K
Comprehensive Financial Consultants Institutional, Inc. 0.12% No change 1,220 $317K
TD Private Client Wealth LLC 0.01% Reduce -0.8% 1,219 $317K
Accurate Wealth Management, LLC 0.06% Reduce -1.7% 1,183 $315K
Souders Financial Advisors 0.04% New 1,209 $314K
Mutual Advisors, LLC 0.01% Reduce -49.5% 1,186 $314K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 1,206 $314K
Evergreen Capital Management LLC 0.01% Add +11.5% 1,204 $313K
Calydon Capital 0.05% Reduce -64.1% 1,374 $313K
Commerzbank Aktiengesellschaft 0.01% New 1,195 $311K
SPC Financial, Inc. 0.03% New 1,193 $310K
McCollum Christoferson Group LLC 0.09% New 1,188 $309K
Hudock, Inc. 0.05% Add +0.1% 1,186 $309K
Nemes Rush Group LLC 0.04% No change 1,659 $307K
Patriot Financial Group Insurance Agency, LLC 0.04% New 1,175 $306K
Fiducient Advisors LLC 0.04% Add +3.8% 1,172 $305K
Live Oak Private Wealth LLC 0.05% No change 1,166 $303K
Chicago Capital, LLC 0.01% Add +8.9% 1,159 $301K
Joel Isaacson & Co., LLC 0.01% New 1,157 $301K
Searle & Co. 0.07% No change 1,155 $300K
Keystone Financial Group 0.04% Reduce -25.3% 1,147 $298K
Chesley Taft & Associates LLC 0.01% Add +13.8% 1,146 $298K
PGIM Custom Harvest LLC 0.01% New 1,145 $298K
Evercore Wealth Management, LLC 0.00% New 1,143 $297K
Western Wealth Management, LLC 0.02% Add +12.9% 1,140 $297K
Sterling Investment Advisors, Ltd. 0.07% No change 1,137 $296K
Duff & Phelps Investment Management Co. 0.00% New 1,135 $295K
Vision Capital Management, Inc. 0.04% No change 1,134 $295K
MCF Advisors LLC 0.02% Add +0.3% 1,132 $294K
Bison Wealth, LLC 0.05% New 1,130 $294K
Thomasville National Bank 0.02% Add +12.5% 1,125 $293K
Affinity Capital Advisors, LLC 0.06% Reduce -4.9% 1,124 $292K
Rehmann Capital Advisory Group 0.02% New 1,119 $291K
Johnson Financial Group, Inc. 0.01% Add +0.1% 1,119 $291K
Venturi Wealth Management, LLC 0.02% Reduce -1.2% 1,119 $291K
Fielder Capital Group LLC 0.10% Add +2.6% 1,116 $290K
Kowal Investment Group, LLC 0.05% Add +0.2% 1,114 $290K
Gibbs Wealth Management 0.09% New 1,113 $289K
Claro Advisors Inc. 0.04% New 1,110 $289K
Carret Asset Management, LLC 0.03% Reduce -1.3% 1,106 $288K
LGT Group Foundation 0.00% No change 1,080 $287K
Meridian Wealth Management, LLC 0.01% Add +2.9% 1,098 $286K
Inspire Investing, LLC 0.03% Reduce -16.0% 1,097 $285K
AlphaStar Capital Management, LLC 0.02% New 1,093 $284K
Philadelphia Trust Co. 0.02% Add +0.8% 1,093 $284K
Crestwood Advisors Group, LLC 0.01% New 1,088 $283K
Empower Advisory Group, LLC 0.00% Reduce -5.0% 1,086 $282K
Childress Capital Advisors, LLC 0.08% Add +3.8% 1,082 $281K
Meritage Portfolio Management 0.02% No change 1,082 $281K
Brighton Jones LLC 0.01% Add +6.4% 1,074 $279K
Morningstar Investment Services LLC 0.00% Add +3.6% 1,087 $279K
Cullen/Frost Bankers, Inc. 0.00% Reduce -13.5% 1,066 $277K
Azimuth Capital Investment Management LLC 0.01% Reduce -20.4% 1,054 $274K
Bedel Financial Consulting, Inc. 0.04% No change 1,048 $273K
Latitude Advisors, LLC 0.15% Add +0.1% 1,043 $271K
Quantum Portfolio Management LLC 0.15% New 1,042 $271K
Glass Jacobson Investment Advisors llc 0.09% No change 1,040 $270K
River Wealth Advisors LLC 0.04% New 1,039 $270K
Turtle Creek Wealth Advisors, LLC 0.05% Add +0.3% 1,033 $269K
SeaCrest Wealth Management, LLC 0.03% New 1,029 $268K
San Luis Wealth Advisors LLC 0.06% New 1,027 $267K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +57.5% 1,008 $267K
Pathway Financial Advisors LLC 0.07% No change 1,023 $266K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -2.0% 1,023 $266K
Red Door Wealth Management, LLC 0.04% New 1,023 $266K
Roman Butler Fullerton & Co. 0.08% New 997 $265K
Gradient Capital Advisors, LLC 0.09% New 1,018 $265K
NTV Asset Management LLC 0.04% No change 1,018 $265K
Carmichael Hill & Associates, Inc. 0.10% No change 1,008 $262K
Second Half Financial Partners, LLC 0.14% New 1,006 $262K
Promethium Advisors,llc 0.18% — 1,002 $261K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,000 $260K
Central Asset Investments & Management Holdings (HK) Ltd 0.39% Reduce -63.0% 1,000 $260K
Alta Advisers Ltd 0.12% No change 1,000 $260K
Round Rock Advisors LLC 0.06% No change 1,000 $260K
Keel Point, LLC 0.02% New 998 $260K
Continuum Advisory, LLC 0.03% Add +2.5% 1,151 $259K
Ritholtz Wealth Management 0.01% New 996 $259K
Buttonwood Financial Advisors Inc. 0.11% Reduce -2.3% 994 $258K
Legacy Financial Advisors, Inc. 0.04% Reduce -4.8% 993 $258K
Rice Partnership, LLC 0.05% Reduce -37.3% 990 $257K
Cidel Asset Management Inc. 0.02% Reduce -8.0% 990 $257K
Crawford Investment Counsel Inc. 0.00% Reduce -1.4% 988 $257K
CHICAGO TRUST Co NA 0.05% New 987 $257K
Headinvest, LLC 0.05% New 981 $255K
Pitcairn Co. 0.01% Reduce -15.9% 976 $254K
Oak Asset Management, LLC 0.09% New 975 $254K
Berger Financial Group, Inc 0.02% New 974 $253K
Sterling Wealth Management, Inc. 0.09% New 974 $253K
Mfa Wealth Advisors, LLC 0.06% No change 972 $253K
Horizon Wealth Management, LLC 0.05% Reduce -10.9% 969 $252K
White Knight Strategic Wealth Advisors, LLC 0.23% New 968 $252K
OneAscent Financial Services LLC 0.18% Reduce -40.6% 967 $251K
Nicolet Advisory Services, LLC 0.02% Reduce -4.4% 899 $249K
Northwest Wealth Management, LLC 0.06% New 949 $247K
Rakuten Securities, Inc. 0.11% Add +22.3% 948 $246K
TCI Wealth Advisors, Inc. 0.02% New 947 $246K
Nadler Financial Group, Inc. 0.03% New 943 $245K
Cullinan Associates Inc. 0.01% New 900 $245K
Advisory Alpha, LLC 0.01% New 938 $244K
Onyx Bridge Wealth Group LLC 0.04% Reduce -66.9% 932 $242K
Flynn Zito Capital Management, LLC 0.12% New 931 $242K
Roundview Capital LLC 0.02% New 929 $242K
Simmons Bank 0.02% New 927 $241K
LCM Capital Management Inc 0.14% New 922 $240K
Planning Capital Management Corp 0.16% Reduce -7.0% 922 $240K
Widmann Financial Services, Inc. 0.18% Reduce -1.4% 920 $239K
Focus Financial Network, Inc. 0.01% New 918 $239K
Dynamic Advisor Solutions LLC 0.01% New 918 $239K
CW Advisors, LLC 0.00% New 905 $235K
Klingenstein Fields & Co. LP 0.01% New 899 $234K
Adell Harriman & Carpenter Inc. 0.02% New 899 $234K
Keystone Financial Services 0.09% New 898 $233K
Linscomb Wealth, Inc. 0.01% New 894 $232K
Quotient Wealth Partners, LLC 0.01% New 890 $231K
Jaffetilchin Investment Partners, LLC 0.02% New 889 $231K
Stevens Capital Management LP 0.03% Reduce -82.7% 889 $231K
Trust Co. of Vermont 0.01% Reduce -10.0% 888 $231K
Keudell/Morrison Wealth Management 0.06% New 887 $231K
Next Capital Management LLC 0.09% New 886 $230K
Advisor Resource Council 0.10% New 883 $230K
Objective Capital Management, LLC 0.13% — 881 $229K
Roberts Glore & Co. Inc. 0.07% New 880 $229K
1ST Source Bank 0.01% New 879 $229K
Cromwell Holdings LLC 0.15% Add +4.7% 877 $228K
Weatherly Asset Management L. P. 0.02% New 877 $228K
Bryn Mawr Trust Advisors, LLC 0.01% New 877 $228K
Advocate Group LLC 0.04% New 869 $226K
Legacy Capital Group California, Inc. 0.07% New 867 $225K
J. W. Coons Advisors, LLC 0.04% New 866 $225K
Atlantic Union Bankshares Corp 0.01% New 860 $224K
Inspirion Wealth Advisors, LLC 0.03% New 854 $222K
Sender Co & Partners, Inc. 0.47% Reduce -92.3% 853 $222K
JNBA Financial Advisors 0.02% No change 847 $220K
Measured Wealth Private Client Group, LLC 0.07% New 846 $220K
Phoenix Financial Ltd. 0.00% New 843 $219K
Prepared Retirement Institute LLC 0.13% New 841 $219K
MRA Advisory Group 0.12% New 841 $219K
Sit Investment Associates Inc. 0.00% Reduce -42.3% 840 $218K
Bill Few Associates, Inc. 0.08% Reduce -25.4% 838 $218K
Cable Hill Partners, LLC 0.02% New 835 $217K
Oxford Financial Group, LTD. LLC 0.01% New 834 $217K
West Family Investments, Inc. 0.07% New 832 $216K
Sage Rhino Capital LLC 0.05% New 831 $216K
Apella Capital, LLC 0.01% New 814 $216K
LMR Partners LLP 0.01% New 830 $216K
Northwest Financial Advisors 0.17% New 828 $215K
CYBER HORNET ETFs LLC 0.22% New 821 $213K
Kanawha Capital Management LLC 0.02% New 818 $213K
Seed Wealth Management, Inc. 0.17% New 816 $212K
JGP Wealth Management, LLC 0.03% New 812 $211K
DT Investment Partners, LLC 0.02% Add +16.1% 808 $210K
Thrive Wealth Management, LLC 0.04% New 804 $209K
Taylor & Morgan Wealth Management, LLC 0.14% New 803 $209K
Farmers Trust Co. 0.04% New 803 $209K
Catalyst Funds Management Pty Ltd 0.05% Reduce -81.8% 800 $208K
FineMark National Bank & Trust 0.01% New 800 $208K
Garde Capital, Inc. 0.01% New 796 $207K
Cobblestone Capital Advisors LLC 0.01% New 792 $206K
Sivia Capital Partners, LLC 0.12% New 791 $206K
Forvis Mazars Wealth Advisors, LLC 0.00% New 788 $205K
World Equity Group, Inc. 0.07% New 788 $205K
Seaview Investment Managers LLC 0.06% New 786 $204K
Focused Wealth Management, Inc 0.03% New 785 $204K
ORG Partners LLC 0.03% Reduce -37.3% 781 $203K
DF Dent & Co. Inc. 0.00% New 778 $202K
Proficio Capital Partners LLC 0.02% Reduce -35.4% 771 $200K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +10.8% 729 $190K
Hexagon Capital Partners LLC 0.04% Add +10.8% 728 $189K
Sachetta, LLC 0.07% Reduce -9.1% 698 $181K
McClarren Financial Advisors, Inc. 0.02% Add +239.5% 679 $176K
Creative Financial Designs Inc. 0.01% Reduce -44.0% 673 $175K
Fortitude Family Office, LLC 0.07% Add +192.0% 660 $172K
Eastern Bank 0.00% New 658 $171K
Indiana Trust & Investment Management Co 0.06% Add +991.4% 633 $165K
Delta Asset Management LLC 0.01% No change 623 $162K
Citizens National Bank Trust Department 0.03% No change 616 $160K
First United Bank & Trust 0.06% No change 608 $158K
Planned Solutions, Inc. 0.06% New 604 $157K
Baldwin Wealth Partners LLC 0.01% Add +1108.0% 604 $157K
Old Second National Bank of Aurora 0.04% Reduce -14.3% 601 $156K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.10% No change 600 $156K
Hilltop National Bank 0.05% Reduce -8.3% 594 $154K
FinTrust Capital Advisors, LLC 0.03% Add +8.5% 585 $152K
Rosenberg Matthew Hamilton 0.04% Add +7.8% 584 $152K
MV Capital Management, Inc. 0.02% Add +0.5% 581 $151K
St Germain D J Co. Inc. 0.01% Add +36.7% 577 $150K
WASHINGTON TRUST Co 0.01% No change 569 $148K
Tortoise Investment Management, LLC 0.02% No change 568 $148K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -27.9% 566 $147K
Riverview Trust Co 0.13% Reduce -9.9% 562 $146K
Pin Oak Investment Advisors Inc. 0.13% No change 564 $146K
Ascentis Wealth Management, LLC 0.05% — 556 $145K
Prestige Wealth Management Group LLC 0.03% Add +0.4% 555 $144K
NFSG Corp 0.05% Reduce -81.7% 552 $144K
Bartlett & Co. Wealth Management LLC 0.00% No change 542 $141K
CVA Family Office, LLC 0.02% Add +0.6% 535 $139K
Vestor Capital, LLC 0.01% No change 535 $139K
Strategic Investment Solutions, Inc. 0.04% Add +0.2% 535 $139K
Webster Bank, N. A. 0.01% Add +4.5% 534 $139K
Steph & Co. 0.04% Add +11.7% 516 $134K
Wellington Shields & Co., LLC 0.04% Add +42.7% 505 $131K
Cornerstone Planning Group LLC 0.03% Add +0.4% 469 $124K
GW&K Investment Management, LLC 0.00% Add +3.5% 474 $123K
Bare Financial Services, Inc 0.05% No change 472 $123K
Hazlett, Burt & Watson, Inc. 0.05% Add +39.8% 457 $119K
Paradigm Asset Management Co. LLC 0.03% No change 451 $117K
Icon Wealth Advisors, LLC 0.01% New 443 $115K
Gables Capital Management Inc. 0.06% No change 432 $112K
FIL Ltd 0.00% Add +20.3% 427 $111K
AlphaQuest LLC 0.01% Reduce -78.8% 421 $109K
Archer Investment Corp 0.03% No change 414 $108K
Boit C F David 0.05% No change 400 $106K
AllSquare Wealth Management LLC 0.06% No change 408 $106K
LRI Investments, LLC 0.01% Reduce -53.3% 455 $102K
Zions Bancorporation, N.A. 0.01% Reduce -4.4% 389 $101K
J.Safra Asset Management Corp 0.01% New 386 $99K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 371 $96K
City State Bank 0.04% No change 371 $96K
Asset Dedication, LLC 0.01% Reduce -5.2% 366 $95K
Bruce G. Allen Investments, LLC 0.07% No change 366 $95K
Towne Trust Company, N.A 0.03% No change 366 $95K
NBT Bank, N.A. 0.01% New 366 $95K
WR Wealth Planners, LLC 0.03% Add +38.9% 364 $95K
Optiver Holding B.V. 0.00% Reduce -13.4% 337 $88K
Sandy Spring Bank 0.00% Reduce -6.4% 335 $87K
Capital Analysts, LLC 0.00% No change 336 $87K
West Paces Advisors Inc. 0.02% Reduce -13.0% 334 $87K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 323 $84K
Dynamic Wealth Strategies, LLC 0.07% Reduce -22.8% 321 $83K
Values First Advisors, Inc. 0.04% New 318 $83K
Ossiam 0.00% Add +38.1% 308 $80K
Global Trust Asset Management, LLC 0.03% New 305 $79K
Concord Wealth Partners 0.01% Add +50.0% 300 $78K
Armstrong Advisory Group, Inc. 0.01% No change 298 $77K
Covestor Ltd 0.05% Reduce -34.7% 297 $77K
Gen-Wealth Partners Inc 0.03% Reduce -34.5% 289 $76K
Nvwm, LLC 0.02% Reduce -0.7% 285 $74K
Community Bank, N.A. 0.01% No change 282 $73K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 280 $73K
Fortis Group Advisors, LLC 0.01% No change 277 $72K
Tompkins Financial Corp. 0.01% Add +43.5% 267 $69K
Peoples Financial Services Corp. 0.03% No change 266 $69K
Beacon Capital Management, LLC 0.01% Add +3.6% 260 $68K
SOA Wealth Advisors, LLC. 0.01% No change 258 $67K
Ashton Thomas Securities, LLC 0.01% New 447 $66K
Hemington Wealth Management 0.02% New 250 $65K
Deseret Mutual Benefit Administrators 0.03% No change 243 $63K
Catalyst Capital Advisors LLC 0.00% Reduce -18.5% 243 $63K
Colonial Trust Co / SC 0.01% New 237 $61K
Austin Private Wealth, LLC 0.01% New 233 $61K
Ransom Advisory, Ltd 0.03% No change 233 $61K
Evolution Advisers, Inc. 0.03% Add +0.4% 232 $60K
Farmers & Merchants Investments Inc. 0.00% No change 226 $59K
Capital Advisors, Ltd. LLC 0.01% Add +13.8% 223 $58K
Salomon & Ludwin, LLC 0.01% Reduce -5.5% 222 $58K
Versant Capital Management, Inc 0.01% Add +51.1% 210 $55K
Sunbelt Securities, Inc. 0.01% Add +3.0% 208 $54K
Missouri Trust & Investment Co 0.02% No change 208 $54K
Optimum Investment Advisors 0.02% No change 207 $54K
Silvant Capital Management LLC 0.00% No change 207 $54K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 172 $53K
Sugarloaf Wealth Management, LLC 0.01% New 202 $53K
CoreFirst Bank & Trust 0.03% New 200 $52K
Albion Financial Group 0.00% No change 200 $52K
Operose Advisors LLC 0.02% No change 196 $51K
Rise Advisors, LLC 0.02% Add +8.4% 194 $50K
Headlands Technologies LLC 0.01% Reduce -99.1% 187 $49K
Center for Financial Planning, Inc. 0.01% No change 185 $48K
Independence Bank of Kentucky 0.01% Add +37.6% 183 $48K
Talon Private Wealth, LLC 0.01% — 183 $48K
Private Wealth Management Group, LLC 0.02% No change 181 $47K
Earned Wealth Advisors, LLC 0.01% New 180 $47K
Carolinas Wealth Consulting LLC 0.01% Reduce -1.7% 177 $46K
GHP Investment Advisors, Inc. 0.00% Add +544.4% 174 $45K
Stone House Investment Management, LLC 0.01% Add +63.2% 173 $45K
Princeton Global Asset Management LLC 0.01% Reduce -22.7% 170 $44K
Boyd Watterson Asset Management LLC 0.01% No change 167 $43K
Ridgewood Investments LLC 0.02% No change 166 $43K
Raelipskie Partnership 0.02% No change 166 $43K
First Financial Corp. 0.02% No change 166 $43K
Hanson & Doremus Investment Management 0.01% No change 163 $42K
Studio Investment Management LLC 0.01% Add +61.0% 161 $42K
Barrett & Company, Inc. 0.02% No change 160 $42K
Financial Perspectives, Inc 0.01% No change 160 $42K
Arax Advisory Partners 0.00% Add +7.4% 159 $41K
Bfsg, LLC 0.00% No change 154 $40K
Anchor Investment Management, LLC 0.00% Add +1440.0% 154 $40K
Plante Moran Financial Advisors, LLC 0.00% No change 150 $39K
TCTC Holdings, LLC 0.00% Reduce -37.3% 148 $38K
Kiely Wealth Advisory Group, Inc. 0.02% No change 166 $38K
FNY Investment Advisers, LLC 0.02% Reduce -92.5% 147 $38K
Stephens Consulting, LLC 0.01% No change 146 $38K
Bell Investment Advisors, Inc 0.01% Reduce -10.9% 139 $36K
Fairman Group, LLC 0.03% No change 131 $34K
HM Payson & Co. 0.00% Add +25.2% 129 $34K
Atwood & Palmer Inc. 0.00% No change 127 $33K
Beach Investment Counsel Inc. 0.00% No change 125 $33K
TruNorth Capital Management, LLC 0.01% Add +48.1% 117 $30K
Richardson Capital Management LLC 0.02% No change 116 $30K
CNB Bank 0.01% No change 116 $30K
SRH Advisors, LLC 0.01% No change 113 $29K
Arlington Trust Co LLC 0.01% Add +67.2% 112 $29K
Clearstead Trust, LLC 0.01% No change 110 $29K
Hobbs Group Advisors, LLC 0.01% No change 109 $28K
Smithfield Trust Co 0.00% No change 106 $28K
Avior Wealth Management, LLC 0.00% Reduce -4.5% 106 $28K
Raleigh Capital Management Inc. 0.01% Reduce -16.1% 104 $27K
True Wealth Design, LLC 0.01% Add +758.3% 103 $27K
Oakworth Capital, Inc. 0.00% Add +3.0% 103 $27K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 96 $25K
Park Place Capital Corp 0.01% No change 94 $24K
Raffa Wealth Management, LLC 0.01% Reduce -46.3% 94 $24K
Financial Management Professionals, Inc. 0.00% Reduce -3.3% 89 $23K
Sittner & Nelson, LLC 0.01% No change 87 $23K
PSI Advisors, LLC 0.01% No change 87 $23K
Wintrust Investments LLC 0.02% New 86 $22K
Laurel Wealth Advisors LLC 0.00% No change 83 $22K
Claris Advisors, LLC / Mo / 0.01% New 82 $21K
Burkett Financial Services, LLC 0.01% No change 80 $21K
Wolff Wiese Magana LLC 0.01% Add +172.4% 79 $21K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -4.8% 80 $20K
PrairieView Partners, LLC 0.00% No change 79 $20K
Northwest Bank & Trust Co 0.01% No change 76 $20K
Cedar Mountain Advisors, LLC 0.00% No change 75 $20K
Iron Horse Wealth Management, LLC 0.01% No change 75 $20K
Truvestments Capital LLC 0.01% New 73 $19K
Logan Capital Management Inc. 0.00% No change 70 $18K
FSA Wealth Management LLC 0.01% — 68 $18K
Heritage Wealth Advisors 0.00% No change 66 $17K
Piscataqua Savings Bank 0.01% No change 66 $17K
Ulland Investment Advisors, LLC 0.01% No change 66 $17K
Roble, Belko & Company, Inc 0.00% No change 66 $17K
MidAtlantic Capital Management, Inc. 0.01% No change 64 $17K
Annapolis Financial Services, LLC 0.00% Add +3.2% 64 $17K
Creative Capital Management Investments LLC 0.01% No change 63 $16K
RE Dickinson Investment Advisors, LLC 0.01% No change 62 $16K
Mascoma Wealth Management LLC 0.00% No change 62 $16K
Bangor Savings Bank 0.00% No change 61 $16K
Proffitt & Goodson Inc. 0.00% No change 61 $16K
Abound Wealth Management 0.01% Reduce -80.1% 60 $16K
Dunhill Financial, LLC 0.01% Add +87.1% 58 $15K
Coppell Advisory Solutions LLC 0.00% No change 59 $15K
JDM Financial Group LLC 0.01% No change 58 $15K
Clean Yield Group 0.00% No change 58 $15K
Quarry LP 0.00% Reduce -89.5% 58 $15K
American National Bank & Trust 0.00% No change 58 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 55 $14K
New Age Alpha Advisors, LLC 0.01% No change 51 $13K
Colonial Trust Advisors 0.00% No change 51 $13K
Delos Wealth Advisors, LLC 0.01% Add +354.6% 50 $13K
REAP Financial Group, LLC 0.00% New 50 $13K
Avion Wealth 0.00% Add +6.1% 52 $13K
Valley National Advisers Inc. 0.00% Reduce -95.4% 53 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 48 $12K
Capstone Investment Advisors, LLC 0.00% Reduce -99.6% 46 $12K
Reston Wealth Management LLC 0.00% New 45 $12K
Tower View Wealth Management LLC 0.01% No change 44 $11K
Ruedi Wealth Management, Inc. 0.00% Reduce -4.3% 44 $11K
Abich Financial Wealth Management LLC 0.02% Add +400.0% 40 $10K
Peterson Financial Group, Inc. 0.04% New 39 $10K
Global Financial Private Client, LLC 0.00% New 38 $10K
Thompson Investment Management, Inc. 0.00% No change 36 $9K
SJS Investment Consulting Inc. 0.00% Reduce -2.8% 35 $9K
Arrow Financial Corp 0.00% No change 33 $9K
Coston, McIsaac & Partners 0.00% No change 31 $8K
Beaird Harris Wealth Management, LLC 0.00% No change 30 $8K
Criterion Capital Advisors, LLC 0.00% No change 38 $8K
Paladin Advisory Group, LLC 0.01% No change 29 $8K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 28 $7K
Investors Research Corp 0.00% No change 28 $7K
Highline Wealth Partners LLC 0.00% Reduce -27.0% 27 $7K
Aspire Private Capital, LLC 0.00% No change 27 $7K
SouthState Bank Corp 0.00% No change 27 $7K
Penserra Capital Management LLC 0.00% No change 27 $7K
Semmax Financial Advisors Inc. 0.00% No change 28 $6K
Godsey & Gibb, Inc. 0.00% No change 24 $6K
Aspect Partners, LLC 0.00% Reduce -35.3% 22 $6K
Eagle Bay Advisors LLC 0.00% No change 22 $6K
Addison Advisors LLC 0.00% No change 21 $5K
Goodman Advisory Group, LLC 0.00% New 19 $5K
TFC Financial Management, Inc. 0.00% No change 17 $4K
New England Capital Financial Advisors LLC 0.00% New 16 $4K
Valued Wealth Advisors LLC 0.00% Reduce -5.9% 16 $4K
Guardian Wealth Management, Inc. 0.00% No change 16 $4K
Trifecta Capital Advisors, LLC 0.00% No change 15 $4K
Core Alternative Capital 0.00% No change 14 $4K
Laurion Capital Management LP 0.00% Reduce -99.8% 14 $4K
Main Street Group, LTD 0.00% No change 13 $3K
Motco 0.00% No change 13 $3K
ClariVest Asset Management LLC 0.00% No change 14 $3K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -99.4% 10 $3K
IAG Wealth Partners, LLC 0.00% New 10 $3K
Salem Investment Counselors Inc. 0.00% New 9 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 9 $2K
Cedar Wealth Management, LLC 0.00% No change 9 $2K
Atticus Wealth Management, LLC 0.00% Reduce -75.0% 7 $2K
Toth Financial Advisory Corp. 0.00% No change 7 $2K
Cassady Schiller Wealth Management, LLC 0.00% No change 6 $2K
Strengthening Families & Communities, LLC 0.00% No change 6 $2K
West Oak Capital, LLC 0.00% No change 5 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -20.0% 4 $1K
WestEnd Advisors, LLC 0.00% Reduce -20.0% 4 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $1K
Voisard Asset Management Group, Inc. 0.00% New 3 $781
Crewe Advisors LLC 0.00% Reduce -66.7% 3 $781
CBIZ Investment Advisory Services, LLC 0.00% No change 3 $780
Chesapeake Asset Management LLC 0.00% New 2 $520
Intact Investment Management Inc. 0.00% No change 2 $520
PEAK6 Investments LLC 0.00% New 2 $500
Pathway Financial Advisers, LLC 0.00% Add +25880.6% 115,094 $443
West Branch Capital LLC 0.00% New 1 $261
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $261
Mendota Financial Group, LLC 0.00% New 1 $261
Y.D. More Investments Ltd 0.00% Add +8.5% 89 $49

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