Constellation EnergyCEG

13F holders, Q2 2025 (June 30)
1,723holders +175
306new positions
132sold out
10famous investors
$322.59avg. 13F price*

At the end of Q2 2025, 1,723 institutions reported holding Constellation Energy (CEG) in their 13F filings, up 175 from Q1 2025. 306 opened new positions and 132 sold out. The largest holders were Vanguard Group Inc. ($12.4B), Capital International Investors ($9.1B) and BlackRock, Inc. ($7.2B). 10 famous investors held it, including Leopold Aschenbrenner (9.4% of Situational Awareness's portfolio), Philippe Laffont (5.3% of Coatue Management's portfolio) and Ray Dalio (0.2% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions306$622.0M
Exits132$635.7M

All 13F filers, Q1 2025 → Q2 2025: 15,298,292 shares bought and 16,119,279 shares sold, net −820,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,723 holders

Vanguard Group Inc. 0.20% Add +1.8% 38,404,394 $12.4B
Capital International Investors 1.57% Reduce -2.5% 28,175,416 $9.1B
BlackRock, Inc. 0.14% Reduce -3.0% 22,391,935 $7.2B
State Street Corp. 0.22% Add +0.5% 18,133,574 $5.9B
FMR LLC 0.26% Add +0.5% 14,220,436 $4.6B
Morgan Stanley 0.17% Add +10.0% 8,097,327 $2.6B
Geode Capital Management, LLC 0.16% Reduce -1.1% 6,965,792 $2.2B
Jennison Associates LLC 1.14% Add +40.0% 5,956,566 $1.9B
Coatue Management 5.33% Reduce -4.0% 5,924,294 $1.9B
T. Rowe Price Associates Inc. 0.22% Reduce -12.6% 5,882,047 $1.9B
Norges Bank 0.17% Add +55.5% 4,208,798 $1.4B
Invesco Ltd. 0.20% Add +16.5% 3,555,445 $1.1B
Bank of New York Mellon Corp 0.21% Reduce -0.9% 3,442,279 $1.1B
Wells Fargo & Company 0.24% Add +11.4% 3,406,529 $1.1B
Northern Trust Corp. 0.14% Reduce -0.1% 3,121,711 $1.0B
Bank of America Corp. 0.07% Reduce -3.0% 2,771,489 $894.5M
UBS Group AG 0.18% Add +12.7% 2,706,772 $873.6M
JPMorgan Chase & Co. 0.06% Add +12.4% 2,616,519 $844.5M
Capital Research Global Investors 0.16% Reduce -25.0% 2,400,439 $774.8M
Charles Schwab Investment Management Inc. 0.12% Add +2.4% 2,112,898 $682.0M
Goldman Sachs Group Inc. 0.10% Add +1.7% 1,962,990 $633.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +12.2% 1,856,194 $599.1M
Legal & General Group Plc 0.14% Add +8.2% 1,738,988 $561.3M
Nuveen, LLC 0.15% Reduce -8.5% 1,626,332 $524.9M
Nordea Investment Management AB 0.41% Add +30.9% 1,363,410 $438.2M
Royal Bank of Canada 0.08% Add +51.2% 1,305,954 $421.5M
Franklin Resources Inc. 0.11% Add +12.2% 1,269,862 $409.9M
Deutsche Bank AG 0.14% Add +21.0% 1,154,234 $372.5M
Alkeon Capital Management LLC 1.79% Add +28.1% 1,141,219 $368.3M
Voya Investment Management LLC 0.41% Reduce -40.5% 1,112,300 $358.9M
Pictet Asset Management Holding SA 0.34% Reduce -16.5% 1,043,992 $337.0M
National Pension Service 0.29% Add +22.1% 1,038,144 $335.1M
Barclays PLC 0.13% Reduce -16.9% 1,008,059 $325.4M
Massachusetts Financial Services Co. 0.10% Reduce -18.2% 997,329 $321.9M
Swiss National Bank 0.18% Add +7.5% 948,451 $306.1M
Assenagon Asset Management S.A. 0.47% Add +33.9% 924,391 $298.4M
Capital World Investors 0.04% Add +0.5% 913,843 $294.9M
Amundi 0.09% Reduce -12.0% 881,903 $270.4M
Reaves W H & Co. Inc. 5.89% Add +13.7% 823,328 $265.7M
Dimensional Fund Advisors LP 0.06% Reduce -0.5% 812,692 $262.3M
ClearBridge Investments Ltd 5.71% Add +4.3% 806,516 $260.3M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +2.2% 769,712 $248.4M
Value Aligned Research Advisors, LLC 10.31% Add +12.7% 714,763 $230.7M
Alliancebernstein L.P. 0.07% Add +24.2% 710,567 $229.3M
59 North Capital Management, LP 7.97% Add +4.2% 691,271 $223.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% Add +6.8% 655,330 $211.5M
Fred Alger Management, LLC 0.94% Add +176.6% 648,724 $209.4M
Principal Financial Group Inc. 0.11% Add +20.6% 646,525 $208.7M
HSBC Holdings PLC 0.13% Reduce -15.0% 625,884 $202.1M
Electron Capital Partners, LLC 10.58% Reduce -11.8% 612,409 $197.7M
Capital Group Private Client Services, Inc. 1.63% Reduce -2.2% 583,927 $188.5M
Jane Street Group, LLC 0.28% Reduce -31.2% 535,968 $173.0M
Rhumbline Advisers 0.15% Reduce -2.8% 531,920 $171.7M
California Public Employees Retirement System 0.11% Add +5.8% 529,246 $170.8M
California State Teachers Retirement System 0.18% Add +2.5% 500,849 $161.7M
Southpoint Capital Advisors LP 4.06% Reduce -37.5% 500,000 $161.4M
Neuberger Berman Group LLC 0.12% Add +4.2% 495,921 $160.1M
ProShare Advisors LLC 0.31% Add +5.0% 484,364 $156.3M
Citigroup Inc. 0.10% Reduce -9.0% 453,891 $146.5M
Munro Partners 4.41% Add +0.6% 439,012 $141.7M
First Trust Advisors LP 0.11% Add +40.8% 436,578 $140.9M
Van Eck Associates Corp. 0.16% Add +13.3% 422,046 $136.2M
New York State Common Retirement Fund 0.18% Reduce -3.4% 421,092 $135.9M
Raymond James Financial Inc. 0.05% Add +17.2% 420,863 $135.8M
Thrivent Financial for Lutherans 0.30% Add +18.5% 419,320 $135.3M
Russell Investments Group, Ltd. 0.16% Add +0.1% 380,840 $122.9M
Railway Pension Investments Ltd 1.70% Reduce -5.6% 372,800 $120.3M
Victory Capital Management Inc. 0.07% Add +1.9% 355,552 $114.6M
Ameriprise Financial Inc. 0.03% Reduce -5.2% 345,244 $111.5M
Aberdeen Group plc 0.19% Add +5.6% 340,432 $109.9M
National Bank of Canada 0.12% Reduce -56.6% 336,622 $108.6M
LPL Financial LLC 0.04% Add +5.4% 328,532 $106.0M
Envestnet Asset Management Inc. 0.03% Add +9.0% 327,553 $105.7M
Empower Advisory Group, LLC 0.31% Add +57.5% 323,224 $104.3M
Bank of Montreal 0.05% Reduce -15.2% 322,830 $104.2M
Swedbank AB 0.12% Add +3.1% 322,701 $104.2M
Situational Awareness 9.37% Add +74.0% 319,200 $103.0M
Ensign Peak Advisors, Inc 0.18% Add +2.2% 318,643 $102.8M
State Board of Administration of Florida Retirement System 0.18% Add +1.5% 308,880 $99.7M
Korea Investment CORP 0.22% Reduce -13.6% 307,966 $99.4M
Capital International, Inc. 0.96% Add +16.2% 306,875 $99.0M
CBRE Investment Management Listed Real Assets LLC 1.50% Reduce -4.7% 304,015 $98.1M
Aviva PLC 0.20% Add +38.4% 302,703 $97.7M
Adage Capital Partners Gp, L.L.C. 0.16% Add +4.2% 287,077 $92.7M
Prudential Financial Inc. 0.12% Reduce -53.9% 283,979 $91.7M
Atalanta Sosnoff Capital, LLC 1.85% Add +114.7% 282,202 $91.1M
Brown Advisory Inc. 0.12% Reduce -6.4% 277,045 $89.4M
CI Investments Inc. 0.33% Reduce -4.4% 270,052 $87.2M
Natixis Advisors, LLC 0.13% Add +11.8% 259,009 $83.6M
Manufacturers Life Insurance Company, The 0.07% Reduce -5.2% 256,539 $82.8M
Forest Avenue Capital Management LP 6.31% Reduce -37.6% 250,745 $80.9M
New York State Teachers Retirement System 0.17% Reduce -2.9% 249,772 $80.6M
Millennium Management 0.07% Reduce -21.3% 239,281 $77.2M
Danske Bank A/S 0.19% Reduce -2.4% 233,294 $75.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Reduce -16.7% 232,230 $74.9M
Caisse de depot et placement du Quebec 0.16% Add +91.2% 227,930 $73.6M
CIBC Private Wealth Group LLC 0.13% Add +42.4% 220,955 $71.3M
Panagora Asset Management Inc. 0.31% Reduce -22.4% 211,793 $68.4M
Capital Advisors Inc. 1.14% Add +0.5% 196,637 $63.5M
Stifel Financial Corp. 0.06% Reduce -8.1% 194,616 $62.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Add +1.4% 190,900 $61.6M
Artisan Partners Limited Partnership 0.09% New 188,497 $60.8M
NorthCoast Asset Management LLC 0.25% Add +875.7% 179,029 $57.8M
Allianz Asset Management GmbH 0.07% Reduce -37.5% 173,269 $55.9M
Mirae Asset Global Investments Co., Ltd. 0.19% Reduce -13.3% 167,647 $54.1M
State of Wisconsin Investment Board 0.13% Reduce -8.2% 167,365 $54.0M
Chevy Chase Trust Holdings, LLC 0.16% Add +1.2% 166,970 $53.9M
Rokos Capital Management LLP 0.91% Reduce -37.4% 166,503 $53.7M
UniSuper Management Pty Ltd 0.36% Add +80.0% 166,140 $53.6M
Corient Private Wealth LP 0.07% Reduce -1.0% 165,451 $53.4M
APG Asset Management N.V. 0.16% Add +3.5% 192,999 $53.1M
KLP Kapitalforvaltning As 0.23% Add +6.5% 164,214 $53.0M
RWC Asset Management LLP 3.41% Reduce -15.9% 164,130 $53.0M
TB Alternative Assets Ltd. 9.80% Reduce -14.7% 163,949 $52.9M
Delta Global Management LP 3.53% Reduce -24.3% 163,698 $52.8M
KBC Group NV 0.14% Reduce -5.7% 163,051 $52.6M
Commonwealth Equity Services, LLC 0.07% Add +19.0% 161,085 $52.0M
Vaughan David Investments LLC 1.15% Reduce -6.5% 159,657 $51.5M
Tortoise Capital Advisors, L.L.C. 0.67% Reduce -1.1% 158,979 $51.3M
Moore Capital Management, LP 1.08% New 156,352 $50.5M
Artemis Investment Management LLP 0.65% Add +7.1% 156,308 $50.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +434.7% 156,030 $50.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +10.0% 156,028 $50.4M
Clark Capital Management Group, Inc. 0.35% Add +1.6% 155,153 $50.1M
Toronto Dominion Bank 0.10% Add +24.6% 149,415 $48.2M
Royal London Asset Management Ltd. 0.11% Reduce -2.8% 148,092 $47.8M
Ossiam 0.53% Add +476.8% 147,115 $47.5M
Treasurer of the State of North Carolina 0.15% Add +1.5% 146,312 $47.2M
Bridgewater Associates 0.19% Reduce -84.6% 145,003 $46.8M
Nomura Asset Management Co. Ltd. 0.13% Add +2.7% 144,487 $46.6M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +2.8% 144,125 $46.5M
Cercano Management LLC 1.33% New 144,005 $46.5M
Schroder Investment Management Group 0.04% Add +8.0% 143,183 $46.2M
SPX Gestao de Recursos Ltda 4.32% Add +1044.0% 143,000 $46.2M
D. E. Shaw & Co. 0.05% Reduce -86.5% 141,561 $45.7M
Canada Pension Plan Investment Board 0.04% No change 141,290 $45.6M
TD Asset Management Inc 0.04% Add +0.7% 139,700 $45.1M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +106.6% 137,722 $44.5M
Allspring Global Investments Holdings, LLC 0.07% Reduce -4.8% 143,914 $44.3M
Janney Montgomery Scott LLC 0.12% Add +11.3% 137,187 $44.3M
Summit Partners Public Asset Management, LLC 1.64% Reduce -12.2% 130,000 $42.0M
1832 Asset Management L.P. 0.07% Reduce -5.5% 129,596 $41.8M
Asset Management One Co., Ltd. 0.13% Add +1.7% 129,211 $41.7M
&partners 0.32% Add +27.9% 128,091 $41.4M
Public Employees Retirement System of Ohio 0.14% Reduce -1.4% 127,754 $41.2M
Sei Investments Co. 0.05% Add +75.4% 127,507 $41.2M
Cetera Investment Advisers 0.07% Add +14.0% 125,114 $40.4M
Guggenheim Capital LLC 0.33% Add +18.3% 124,262 $40.1M
Segall Bryant & Hamill, LLC 0.56% Reduce -5.5% 124,100 $40.1M
PNC Financial Services Group, Inc. 0.03% Add +5.5% 123,163 $39.8M
Cinctive Capital Management LP 2.18% Reduce -11.0% 120,785 $39.0M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -12.3% 120,294 $38.8M
Man Group plc 0.09% Reduce -2.9% 119,979 $38.7M
Holocene Advisors, LP 0.09% Add +14.7% 118,711 $38.3M
Andra AP-fonden 0.53% Reduce -10.1% 117,420 $37.9M
Storebrand Asset Management As 0.10% Add +5.0% 112,247 $36.2M
Swiss Life Asset Management Ltd 0.22% Add +19.3% 111,082 $35.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2.16% Add +51.7% 110,000 $35.5M
State of Tennessee, Department of Treasury 0.12% Reduce -13.1% 108,187 $34.9M
HighTower Advisors, LLC 0.04% Add +14.6% 107,765 $34.8M
State of New Jersey Common Pension Fund D 0.13% Add +0.0% 106,105 $34.2M
Mariner, LLC 0.05% Add +12.1% 105,836 $34.2M
Forsta Ap-Fonden 0.22% Add +2.6% 103,100 $33.3M
Exchange Traded Concepts, LLC 0.42% Add +31.1% 102,904 $33.2M
Teacher Retirement System of Texas 0.14% Reduce -11.4% 102,701 $33.1M
Osaic Holdings, Inc. 0.06% Add +61.4% 107,444 $32.9M
Resona Asset Management Co.,Ltd. 0.16% Add +5.0% 102,035 $32.9M
Zurich Insurance Group Ltd 0.25% Add +37.2% 101,395 $32.7M
Encompass Capital Advisors LLC 1.30% New 100,000 $32.3M
DNB Asset Management AS 0.13% Add +15.6% 99,504 $32.1M
Creative Planning 0.03% Add +19.5% 99,130 $32.0M
American Century Companies Inc. 0.02% Reduce -22.8% 97,438 $31.4M
CIBC Asset Management Inc 0.10% Reduce -4.6% 96,602 $31.2M
AXA S.A. 0.09% Add +6.7% 96,386 $31.1M
Cambridge Investment Research Advisors, Inc. 0.09% Add +6.7% 95,341 $30.8M
Atika Capital Management LLC 3.20% Add +129.5% 94,800 $30.6M
STRS Ohio 0.11% Add +3.9% 94,156 $30.4M
Migdal Insurance & Financial Holdings Ltd. 0.36% New 94,000 $30.3M
Lansforsakringar Fondforvaltning AB (publ) 0.17% Reduce -5.5% 93,836 $30.3M
GF Fund Management Co. LTD. 0.61% Reduce -5.8% 93,474 $30.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +30.5% 93,336 $30.1M
Whittier Trust Co. 0.36% Add +7.2% 91,642 $29.6M
Arizona State Retirement System 0.17% Reduce -0.1% 91,593 $29.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.27% Reduce -23.2% 90,094 $29.1M
Susquehanna International Group, LLP 0.04% Reduce -82.0% 87,959 $28.4M
Squarepoint Ops LLC 0.06% Reduce -37.5% 87,659 $28.3M
Twinbeech Capital LP 0.63% Reduce -50.5% 86,353 $27.9M
State of Michigan Retirement System 0.14% Add +0.5% 85,267 $27.5M
Stillwater Capital Advisors, LLC 3.44% Reduce -0.2% 83,898 $27.1M
Cibc World Market Inc. 0.06% Add +13.1% 83,560 $27.0M
E. Ohman J:or Asset Management AB 0.67% Reduce -11.8% 83,109 $26.8M
Rit Capital Partners PLC 3.75% New 83,000 $26.8M
Truist Financial Corp. 0.04% Add +29.0% 82,784 $26.7M
NEOS Investment Management LLC 0.33% Add +56.9% 82,202 $26.5M
Busey Bank 0.79% Add +1.1% 80,501 $26.0M
MetLife Investment Management, LLC 0.15% Reduce -4.3% 79,858 $25.8M
Newbrook Capital Advisors LP 3.25% Reduce -9.1% 79,833 $25.8M
Nissay Asset Management Corp. /Japan 0.15% Add +2.0% 79,186 $25.6M
Gabelli Funds LLC 0.18% Reduce -3.7% 78,817 $25.4M
Bank of Nova Scotia 0.05% Reduce -51.2% 77,907 $25.1M
Czech National Bank 0.19% Add +6.6% 76,610 $24.7M
Gotham Asset Management 0.15% Reduce -29.8% 75,390 $24.3M
King Luther Capital Management Corp. 0.11% Add +35.8% 75,330 $24.3M
Rivermont Capital Management LP 7.74% Add +57.9% 75,170 $24.3M
Verition Fund Management LLC 0.14% Add +1071.4% 74,419 $24.0M
Rafferty Asset Management, LLC 0.08% Reduce -14.2% 73,968 $23.9M
Shelton Capital Management 0.54% Add +2.5% 73,211 $23.6M
Cerity Partners LLC 0.04% Add +14.4% 70,624 $22.8M
Daiwa Securities Group Inc. 0.08% Reduce -14.6% 70,453 $22.7M
Liontrust Investment Partners LLP 0.33% Reduce -24.7% 70,390 $22.7M
Beck Bode, LLC 3.81% Reduce -3.0% 69,712 $22.5M
iA Global Asset Management Inc. 0.33% Add +97.6% 68,044 $22.0M
Retirement Systems of Alabama 0.08% Add +0.0% 67,252 $21.7M
Mackenzie Financial Corp. 0.03% Reduce -4.4% 66,922 $21.6M
Scopus Asset Management, L.P. 0.58% Reduce -33.1% 66,650 $21.5M
Night Owl Capital Management, LLC 2.43% Reduce -44.9% 65,134 $21.0M
Eventide Asset Management, LLC 0.37% Reduce -24.5% 64,677 $21.0M
Barlow Wealth Partners, LLC 2.51% Reduce -25.0% 68,308 $20.9M
AEGON ASSET MANAGEMENT UK Plc 0.27% Reduce -2.3% 64,865 $20.9M
Comerica Bank 0.08% Reduce -2.6% 64,819 $20.9M
Public Sector Pension Investment Board 0.09% Reduce -22.9% 64,521 $20.8M
Focus Partners Wealth 0.04% Add +304.9% 63,741 $20.6M
Quantinno Capital Management LP 0.09% Add +56.2% 63,422 $20.5M
Investment Management Corp of Ontario 0.29% Add +45.4% 62,509 $20.2M
Cibc World Markets Corp. 0.13% Add +63.7% 61,765 $19.9M
AQR Capital Management 0.02% Add +22.2% 61,972 $19.9M
IFM Investors Pty Ltd 0.19% Add +1.1% 60,713 $19.6M
Amalgamated Bank 0.15% Reduce -1.7% 60,698 $19.6M
US Bancorp \de 0.02% Add +4.8% 59,174 $19.1M
LBP Am SA 0.26% Reduce -14.1% 57,828 $18.7M
DekaBank Deutsche Girozentrale 0.03% Add +6.5% 57,685 $18.5M
Citadel Advisors 0.02% Reduce -84.1% 56,665 $18.3M
LaFleur & Godfrey LLC 2.27% Add +5.9% 56,200 $18.1M
Pacer Advisors, Inc. 0.05% Add +60.5% 55,436 $17.9M
Energy Income Partners, LLC 0.35% Reduce -0.5% 55,251 $17.8M
NewEdge Advisors, LLC 0.09% Add +13.3% 54,821 $17.7M
Rubric Capital Management LP 0.28% New 54,507 $17.6M
CapWealth Advisors, LLC 1.73% New 54,424 $17.6M
Xponance LLC 0.15% Reduce -5.6% 53,866 $17.4M
Steward Partners Investment Advisory, LLC 0.13% Add +285.3% 53,410 $17.2M
Blair William & Co. 0.05% Add +7.5% 53,167 $17.2M
Ilmarinen Mutual Pension Insurance Co 0.14% Add +14.0% 53,000 $17.1M
Vident Advisory, LLC 0.19% Add +17.7% 52,718 $17.0M
Waratah Capital Advisors Ltd. 1.14% New 51,967 $16.8M
Utah Retirement Systems 0.17% Reduce -0.6% 51,772 $16.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -24.0% 50,317 $16.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.09% Reduce -17.6% 49,299 $15.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Reduce -4.0% 48,800 $15.8M
Nishkama Capital, LLC 2.54% New 48,000 $15.5M
Varma Mutual Pension Insurance Co 0.11% Reduce -2.8% 47,997 $15.5M
Pinebridge Investments, L.P. 0.12% Reduce -45.2% 47,850 $15.4M
Two Seas Capital LP 1.52% New 47,688 $15.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +15.3% 47,650 $15.4M
Police & Firemen's Retirement System of New Jersey 0.14% Add +3.6% 47,569 $15.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +6.6% 48,859 $15.2M
Vanguard Personalized Indexing Management, LLC 0.17% Add +27.8% 46,628 $15.2M
Rockefeller Capital Management L.P. 0.03% Reduce -36.4% 46,707 $15.1M
LGT Group Foundation 0.19% Add +1353.0% 46,454 $15.0M
Nippon Life Global Investors Americas, Inc. 0.65% Reduce -63.3% 45,740 $14.8M
USS Investment Management Ltd 0.09% Add +40.8% 44,882 $14.5M
Kestra Advisory Services, LLC 0.07% Add +21.7% 43,094 $13.9M
New York Life Investment Management LLC 0.13% Add +2.1% 42,649 $13.8M
Macquarie Group Ltd. 0.02% Reduce -14.8% 42,456 $13.7M
Intech Investment Management LLC 0.13% Reduce -19.9% 42,441 $13.7M
Assetmark, Inc. 0.03% Reduce -1.9% 41,886 $13.5M
Twin Tree Management, LP 0.34% Reduce -77.2% 41,826 $13.5M
Public Employees Retirement Association of Colorado 0.05% Reduce -2.0% 41,560 $13.4M
M&G PLC 0.08% Add +13.2% 41,466 $13.4M
United Capital Management of KS, Inc. 2.07% New 40,838 $13.2M
Whittier Trust Co. of Nevada Inc. 0.30% Add +4.8% 40,663 $13.1M
Pathstone Holdings, LLC 0.05% Reduce -11.8% 40,548 $13.1M
Natixis 0.06% Reduce -68.9% 40,124 $13.0M
Nemes Rush Group LLC 1.41% Add +2273.9% 40,072 $12.9M
Sanctuary Advisors, LLC 0.08% Add +9.9% 39,970 $12.9M
Profund Advisors LLC 0.46% Add +21.7% 39,969 $12.9M
Louisiana State Employees Retirement System 0.23% Reduce -0.8% 39,400 $12.7M
Advisors Capital Management, LLC 0.17% Reduce -2.3% 39,028 $12.6M
Yousif Capital Management, LLC 0.14% Reduce -1.2% 38,993 $12.6M
Cohen & Steers, Inc. 0.02% Reduce -9.1% 38,644 $12.5M
Capital International Sarl 0.24% Add +0.8% 38,590 $12.5M
Miller Howard Investments Inc. 0.39% Add +4.6% 38,174 $12.3M
RWQ Financial Management Services, Inc. 5.13% New 37,775 $12.2M
MML Investors Services, LLC 0.04% Add +7.2% 37,730 $12.2M
Seaview Investment Managers LLC 2.56% Add +2150.2% 37,465 $12.1M
Strategy Asset Managers LLC 2.25% Reduce -3.1% 37,279 $12.0M
Wealthfront Advisers LLC 0.03% Add +10.8% 36,933 $11.9M
O'shaughnessy Asset Management, LLC 0.08% Add +31.2% 36,176 $11.7M
Mutual of America Capital Management LLC 0.13% Reduce -1.2% 35,936 $11.6M
Nisa Investment Advisors, LLC 0.05% Add +8.4% 35,776 $11.5M
Baird Financial Group, Inc. 0.02% Add +19.5% 35,641 $11.5M
Private Advisor Group, LLC 0.06% Add +2.5% 35,580 $11.5M
Owl Creek Asset Management, L.P. 1.50% New 35,353 $11.4M
M&T Bank Corp 0.04% Reduce -2.7% 35,266 $11.4M
State of Alaska, Department of Revenue 0.12% Reduce -4.2% 35,128 $11.3M
Private Advisory Group LLC 1.04% Reduce -9.4% 34,524 $11.1M
Fishman Jay A Ltd. 1.05% Add +26.9% 33,962 $11.0M
Woodline Partners LP 0.06% Add +28.3% 33,902 $10.9M
OP Asset Management Ltd 0.16% Add +2.3% 33,418 $10.8M
American Assets Investment Management, LLC 0.86% No change 33,333 $10.8M
Union Bancaire Privee, UBP SA 0.16% Add +1026.2% 39,824 $10.7M
QRG Capital Management, Inc. 0.09% Reduce -34.1% 33,043 $10.7M
Clearfield Capital Management LP 8.20% New 33,000 $10.7M
Arvin Capital Management LP 3.01% New 32,560 $10.5M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Add +197.9% 32,533 $10.5M
Laurion Capital Management LP 1.25% New 31,876 $10.3M
Cavalier Investments, LLC 3.06% Add +174.6% 31,245 $10.1M
Janus Henderson Group PLC 0.00% Reduce -1.9% 30,968 $10.0M
Northwest & Ethical Investments L.P. 0.25% Add +2.7% 30,741 $9.9M
Lockheed Martin Investment Management Co. 0.36% Reduce -60.2% 30,700 $9.9M
HighPoint Advisor Group LLC 0.53% Add +2.2% 30,694 $9.9M
Metis Global Partners, LLC 0.25% Add +7.8% 30,533 $9.9M
Nomura Holdings Inc. 0.08% Reduce -20.4% 30,498 $9.8M
Riposte Capital LLC 4.83% Reduce -50.0% 30,000 $9.7M
MYDA Advisors LLC 2.72% Add +122.2% 30,000 $9.7M
Hollow Brook Wealth Management LLC 2.83% Add +0.0% 29,924 $9.7M
Adams Diversified Equity Fund, Inc. 0.34% Add +17.7% 29,300 $9.5M
Commerce Bank 0.06% Add +14.5% 28,902 $9.3M
BTG Pactual Asset Management US LLC 1.22% Add +44.0% 28,073 $9.1M
Zacks Investment Management 0.08% Reduce -4.1% 27,372 $8.8M
Pekin Hardy Strauss, Inc. 1.01% Reduce -1.5% 27,334 $8.8M
Oregon Public Employees Retirement Fund 0.15% Add +2.6% 27,136 $8.8M
Cresset Asset Management, LLC 0.04% Add +106.4% 26,909 $8.7M
Qube Research & Technologies Ltd 0.01% Reduce -96.1% 26,884 $8.7M
Norinchukin Bank, The 0.13% Add +8.2% 26,658 $8.6M
Mercer Global Advisors Inc. 0.02% Reduce -7.6% 26,534 $8.6M
Lazard Asset Management LLC 0.01% Add +82.6% 26,159 $8.4M
Tidal Investments LLC 0.05% Reduce -15.0% 25,988 $8.4M
Altshuler Shaham Ltd 0.26% Reduce -0.7% 25,437 $8.2M
Banco Santander, S.A. 0.08% Add +1400.5% 25,373 $8.2M
Consolidated Capital Management, LLC 2.94% Add +14.5% 25,202 $8.1M
American Trust Investment Advisors, LLC 4.10% Reduce -27.4% 25,188 $8.1M
Stratos Investment Management, LLC 0.37% Add +458.9% 25,150 $8.1M
Empowered Funds, LLC 0.09% Add +32.9% 25,081 $8.1M
SailingStone Capital Partners LLC 2.12% New 24,890 $8.0M
Aventail Capital Group, LP 0.36% Reduce -3.2% 24,784 $8.0M
Robeco Institutional Asset Management B.V. 0.01% Reduce -52.2% 24,632 $8.0M
Teachers Retirement System of the State of Kentucky 0.06% Add +2.5% 24,626 $7.9M
Candriam S.C.A. 0.05% Add +8.1% 24,620 $7.9M
Captrust Financial Advisors 0.02% Add +1.7% 24,437 $7.9M
Bearing Point Capital, LLC 1.44% Add +2.4% 24,147 $7.8M
Employees Provident Fund Board 0.07% New 24,026 $7.8M
AE Wealth Management LLC 0.06% Add +6.6% 23,944 $7.7M
Engineers Gate Manager LP 0.09% Reduce -44.8% 23,456 $7.6M
Castleark Management LLC 0.22% New 22,740 $7.3M
Tocqueville Asset Management L.P. 0.11% Add +0.1% 22,466 $7.3M
Richard Bernstein Advisors LLC 0.18% No change 22,354 $7.2M
Scotia Capital Inc. 0.03% Reduce -21.1% 21,900 $7.1M
Covea Finance 0.26% New 21,886 $7.1M
Cornerstone Advisors, LLC 0.24% Reduce -47.1% 21,866 $7.1M
Ripple Effect Asset Management LP 4.01% New 21,800 $7.0M
Mizuho Securities USA LLC 0.15% — 21,668 $7.0M
Ethic Inc. 0.12% Add +19.8% 21,651 $6.9M
TCW Group Inc. 0.05% Add +15.5% 21,454 $6.9M
Boothbay Fund Management, LLC 0.22% Add +50.3% 21,223 $6.8M
Nikulski Financial, Inc. 1.87% Add +5.4% 21,201 $6.8M
Tribune Investment Group LP 3.34% New 21,000 $6.8M
Arrow Capital Pty Ltd 3.27% New 13,738 $6.8M
Douglass Winthrop Advisors, LLC 0.12% Reduce -2.8% 20,931 $6.8M
Sender Co & Partners, Inc. 1.90% Reduce -14.5% 20,791 $6.7M
Shell Asset Management Co. 0.23% Add +20.7% 20,782 $6.7M
Elo Mutual Pension Insurance Co 0.14% Reduce -31.0% 20,572 $6.6M
J.W. Cole Advisors, Inc. 0.14% Add +9.6% 20,322 $6.6M
Gunderson Capital Management LLC 2.74% New 20,276 $6.5M
Kentucky Retirement Systems 0.19% Reduce -6.2% 20,181 $6.5M
Torray Investment Partners LLC 0.94% Reduce -24.8% 20,138 $6.5M
AG2R La Mondiale Gestion D'actifs 0.33% Add +0.7% 20,073 $6.5M
Groupama Asset Managment 0.11% Reduce -1.2% 20,161 $6.5M
Mfa Wealth Advisors, LLC 1.51% Add +9.9% 19,976 $6.4M
WESPAC Advisors SoCal, LLC 1.43% Add +128.9% 19,876 $6.4M
Horizon Investments, LLC 0.10% Add +106.8% 19,864 $6.4M
Prospera Financial Services Inc 0.12% Add +69.1% 19,856 $6.4M
Allianz SE 0.15% Reduce -40.3% 19,774 $6.4M
Harvest Fund Management Co., Ltd 0.30% Reduce -8.6% 19,708 $6.4M
Generali Asset Management SPA SGR 0.14% Add +4.8% 19,330 $6.2M
Quintet Private Bank (Europe) S.A. 0.36% Add +89.3% 19,157 $6.2M
Rothschild Investment LLC 0.38% Add +14.7% 18,926 $6.1M
Hartford Investment Management Co. 0.19% Reduce -0.9% 18,906 $6.1M
Oppenheimer & Co. Inc. 0.08% Add +20.4% 18,799 $6.1M
Gilder Gagnon Howe & Co. LLC 0.06% Reduce -14.8% 18,562 $6.0M
L & S Advisors Inc 0.67% Add +9.2% 18,337 $5.9M
Middleton & Co. Inc. 0.66% Reduce -12.1% 18,168 $5.9M
New Age Alpha Advisors, LLC 0.26% Reduce -36.9% 18,102 $5.8M
Orion Porfolio Solutions, LLC 0.05% Add +56.5% 17,969 $5.8M
Jump Financial, LLC 0.07% Add +653.6% 17,883 $5.8M
Kornitzer Capital Management Inc. 0.12% Add +0.5% 17,845 $5.8M
Town & Country Bank & Trust CO dba First Bankers Trust CO 2.13% Add +11.5% 17,809 $5.7M
Engle Capital Management, L.P. 1.73% New 17,800 $5.7M
Mitchell Capital Management Co. 1.07% Add +65.4% 17,818 $5.7M
Advisory Services Network, LLC 0.09% Add +6.6% 16,420 $5.7M
Sierra Summit Advisors LLC 1.01% Add +1204.2% 17,568 $5.7M
Synovus Financial Corp. 0.07% Add +8.3% 17,161 $5.5M
Empire Financial Management Company, LLC 1.59% Reduce -0.0% 17,118 $5.5M
Callan Family Office, LLC 0.17% Add +421.7% 16,981 $5.5M
United Capital Financial Advisors, LLC 0.04% Add +35.9% 16,918 $5.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.09% Reduce -3.3% 16,848 $5.4M
Dorsey Wright & Associates 1.28% Reduce -59.5% 16,634 $5.4M
Agf Management Ltd. 0.02% Add +20.7% 16,629 $5.4M
Mesirow Financial Investment Management, Inc. 0.10% Add +5.0% 16,399 $5.3M
Securian Asset Management, Inc. 0.15% Reduce -1.4% 16,372 $5.3M
Lanark Financial, Inc. 0.43% Reduce -14.3% 16,371 $5.3M
First Merchants Corp. 0.20% Add +1.0% 16,332 $5.3M
Oppenheimer Asset Management Inc. 0.06% Add +100.8% 16,332 $5.3M
Strong Tower Advisory Services 1.04% Add +1.3% 16,325 $5.3M
Equitable Holdings, Inc. 0.04% Add +23.6% 16,253 $5.2M
Motley Fool Asset Management LLC 0.24% Add +10.4% 16,105 $5.2M
Ausbil Investment Management Ltd 3.04% New 16,088 $5.2M
Huntington National Bank 0.05% Add +25.8% 16,068 $5.2M
Kinetic Partners Management, LP 0.28% Reduce -88.1% 15,989 $5.2M
Summit Financial, LLC 0.12% Add +20.3% 15,941 $5.1M
River Wealth Advisors LLC 0.64% Add +4.9% 15,921 $5.1M
Greenwood Capital Associates LLC 0.64% Reduce -28.9% 15,916 $5.1M
Tokio Marine Asset Management Co. Ltd. 0.20% Add +3.5% 15,814 $5.1M
Radnor Capital Management, LLC 0.81% Add +1.0% 15,760 $5.1M
Independent Advisor Alliance 0.15% Add +39.2% 15,729 $5.1M
Narwhal Capital Management 0.41% Add +0.4% 15,718 $5.1M
MAI Capital Management 0.03% Add +3.4% 15,446 $5.0M
Lido Advisors, LLC 0.03% Reduce -27.7% 15,387 $5.0M
Ecofi Investissements SA 5.49% Reduce -48.8% 9,400 $4.9M
WealthTrust Axiom LLC 1.45% Reduce -1.8% 15,281 $4.9M
Jackson Square Capital, LLC 1.09% New 15,252 $4.9M
CENTRAL TRUST Co 0.11% Add +3.6% 15,242 $4.9M
Maryland State Retirement & Pension System 0.11% Add +3.4% 15,224 $4.9M
Ieq Capital, LLC 0.03% Add +40.0% 15,176 $4.9M
Cwm, LLC 0.02% Add +10.9% 15,141 $4.9M
Regions Financial Corp. 0.03% Reduce -9.5% 15,100 $4.9M
Brentview Investment Management LLC 2.44% Reduce -1.7% 14,962 $4.8M
Faithward Advisors, LLC 0.75% Add +2.2% 14,953 $4.8M
Costello Asset Management, INC 1.80% Add +8.0% 14,870 $4.8M
Jones Financial Companies LLLP 0.00% Add +51.8% 14,903 $4.8M
Groupe la Francaise 0.08% Add +15.3% 14,029 $4.7M
New Mexico Educational Retirement Board 0.15% No change 14,619 $4.7M
Atria Wealth Solutions, Inc. 0.11% Add +49.7% 14,677 $4.7M
Integrated Advisors Network LLC 0.21% Add +318.9% 14,364 $4.6M
Phoenix Financial Ltd. 0.06% Add +1067.3% 14,474 $4.6M
Eagle Strategies LLC 0.70% Add +1.7% 14,160 $4.6M
LYNX Capital Group Ltd. 2.20% Reduce -0.0% 14,126 $4.6M
Andrew Hill Investment Advisors, Inc. 3.66% Add +3.5% 14,085 $4.5M
Spirit of America Management Corp. 0.95% Add +9.3% 14,050 $4.5M
Kayne Anderson Capital Advisors LP 0.10% Add +4.7% 13,891 $4.5M
Bleakley Financial Group, LLC 0.11% Add +3.5% 13,818 $4.5M
Brookstone Capital Management 0.06% Add +18.0% 13,740 $4.4M
Daiichi Life Insurance Co., Ltd. 0.12% Add +37.3% 13,738 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Add +30.0% 13,694 $4.4M
Vestor Capital, LLC 0.33% Add +20.0% 18,941 $4.4M
Brevan Howard Capital Management LP 0.05% Add +564.0% 13,447 $4.3M
Fifth Third Bancorp 0.01% Add +4.4% 13,428 $4.3M
Intrust Bank NA 0.38% Reduce -8.9% 13,407 $4.3M
DRW Securities, LLC 0.30% Add +429.2% 13,399 $4.3M
Denali Advisors LLC 0.45% Add +5.6% 13,382 $4.3M
Ameritas Investment Partners, Inc. 0.13% Add +0.1% 13,225 $4.3M
Dimension Capital Management LLC 0.67% New 13,207 $4.3M
Savant Capital, LLC 0.03% Add +6.4% 13,201 $4.3M
Wellington Management Group LLP 0.00% Add +37.6% 13,047 $4.2M
Wealthspire Advisors, LLC 0.02% Reduce -1.4% 13,019 $4.2M
South Dakota Investment Council 0.08% No change 12,957 $4.2M
International Assets Investment Management, LLC 0.34% Reduce -19.9% 12,860 $4.2M
VestGen Advisors, LLC 0.17% Add +35.4% 12,708 $4.1M
Abn Amro Investment Solutions 0.08% Add +40.0% 12,733 $4.1M
Midwest Trust Co 0.06% — 12,702 $4.1M
Vontobel Holding Ltd. 0.01% Reduce -50.0% 12,443 $4.0M
Stamos Capital Partners, L.P. 0.72% Add +12.2% 12,407 $4.0M
Covington Investment Advisors Inc. 0.57% Reduce -0.0% 12,360 $4.0M
Avantax Advisory Services, Inc. 0.02% Add +51.4% 12,349 $4.0M
WINTON GROUP Ltd 0.20% Add +527.6% 12,100 $3.9M
Good Life Advisors, LLC 0.24% Add +1.7% 12,032 $3.9M
B & T Capital Management DBA Alpha Capital Management 0.67% Add +2.2% 11,986 $3.9M
Central Asset Investments & Management Holdings (HK) Ltd 3.51% Add +137.9% 11,935 $3.9M
Wellington Shields Capital Management, LLC 0.65% Add +1.7% 11,891 $3.8M
Citizens Financial Group Inc. 0.06% Add +2.6% 11,753 $3.8M
Huber Capital Management LLC 0.65% No change 11,751 $3.8M
Banque Cantonale Vaudoise 0.15% Add +6.8% 11,653 $3.8M
Van Cleef Asset Management,Inc 0.40% Reduce -0.9% 11,537 $3.7M
Mainstay Capital Management LLC 0.18% Add +103.8% 11,500 $3.7M
OMERS ADMINISTRATION Corp 0.03% No change 11,429 $3.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +23.6% 11,322 $3.7M
Hennion & Walsh Asset Management, Inc. 0.15% Add +175.4% 11,289 $3.6M
Herbst Group, LLC 2.18% Add +16.0% 11,267 $3.6M
Siemens Fonds Invest GmbH 0.21% Add +5.9% 11,237 $3.6M
Empirical Finance, LLC 0.19% Add +0.7% 11,125 $3.6M
DAVENPORT & Co LLC 0.02% Reduce -0.2% 11,001 $3.6M
RMR Wealth Builders 0.32% Reduce -0.1% 10,939 $3.5M
Cunning Capital Partners, LP 1.83% No change 10,887 $3.5M
Vestcor Inc 0.10% Reduce -14.8% 10,757 $3.5M
Crossmark Global Holdings, Inc. 0.06% Reduce -3.9% 10,560 $3.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.28% No change 10,533 $3.4M
Oddo BHF Asset Management Sas 0.13% Reduce -21.7% 10,483 $3.4M
Owen LaRue, LLC 1.41% Add +0.6% 10,250 $3.3M
D.A. Davidson & Co. 0.02% Add +28.1% 10,240 $3.3M
Weiss Asset Management LP 0.06% New 10,223 $3.3M
FRG Family Wealth Advisors LLC 0.57% Add +5.2% 10,128 $3.3M
Riggs Asset Managment Co. Inc. 0.80% Add +3.2% 10,093 $3.3M
Mirae Asset Securities (usa) Inc. 0.14% New 10,026 $3.2M
Integrated Wealth Concepts LLC 0.03% Reduce -20.4% 10,009 $3.2M
Union Square Park Capital Management, LLC 2.85% No change 10,000 $3.2M
Arosa Capital Management LP 2.38% New 10,000 $3.2M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.5% 9,999 $3.2M
Peapack Gladstone Financial Corp. 0.05% Reduce -0.8% 9,901 $3.2M
Candelo Capital Management LP 3.06% New 9,900 $3.2M
Capital Advisors Wealth Management, LLC 0.50% Reduce -14.4% 9,819 $3.2M
IHT Wealth Management, LLC 0.09% Reduce -0.2% 9,802 $3.2M
Stonegate Investment Group, LLC 0.08% Add +269.9% 9,801 $3.2M
Strategic Blueprint, LLC 0.16% Add +161.2% 9,784 $3.2M
Meiji Yasuda Asset Management Co Ltd. 0.16% Reduce -12.6% 9,775 $3.2M
RR Advisors, LLC 0.76% Add +100.0% 10,000 $3.2M
Somerset Trust Co 1.02% New 9,741 $3.1M
Sequoia Financial Advisors, LLC 0.02% Add +12.4% 9,656 $3.1M
Apollon Wealth Management, LLC 0.06% Add +0.1% 9,646 $3.1M
Wedmont Private Capital 0.13% Add +4.4% 9,765 $3.1M
CW Advisors, LLC 0.03% Add +20.9% 9,541 $3.1M
Allworth Financial LP 0.01% Add +10.5% 9,527 $3.1M
Altman Advisors, Inc. 1.25% Add +1.0% 9,968 $3.1M
Legacy Capital Group California, Inc. 0.84% Add +610.3% 9,447 $3.0M
Harbour Investments, Inc. 0.08% Add +113.4% 9,424 $3.0M
Benjamin Edwards Inc. 0.04% Add +85.6% 9,416 $3.0M
Hager Investment Management Services, LLC 1.81% Reduce -8.3% 9,381 $3.0M
Harbor Investment Advisory, LLC 0.27% Reduce -2.5% 9,336 $3.0M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -60.0% 9,239 $3.0M
Westpac Banking Corp. 0.20% Reduce -40.6% 9,171 $3.0M
Choreo, LLC 0.04% Add +14.0% 9,088 $2.9M
Vega Investment Solutions 0.69% Add +31.3% 9,026 $2.9M
Merit Financial Group, LLC 0.03% Add +14.3% 9,017 $2.9M
Analyst IMS Investment Management Services Ltd. 0.10% Add +85.4% 9,017 $2.9M
Strategic Advisors LLC 0.57% Reduce -3.7% 8,994 $2.9M
Leavell Investment Management, Inc. 0.13% Add +8.5% 8,936 $2.9M
Weatherly Asset Management L. P. 0.25% Add +80.7% 8,923 $2.9M
Resolution Capital Ltd 0.06% Reduce -11.8% 8,901 $2.9M
Parr McKnight Wealth Management Group, LLC 0.39% New 8,864 $2.9M
Stiles Financial Services Inc 0.99% Add +20.3% 8,848 $2.9M
Coldstream Capital Management Inc. 0.05% Add +30.0% 8,770 $2.8M
Bragg Financial Advisors, Inc 0.10% Add +20.2% 8,760 $2.8M
Bank of New Hampshire 0.70% Reduce -3.3% 8,741 $2.8M
M. Kulyk & Associates, LLC 0.61% Reduce -7.6% 8,732 $2.8M
Meeder Advisory Services, Inc. 0.15% Add +14.0% 8,726 $2.8M
Florida Trust Wealth Management Co 0.09% Add +50.6% 8,688 $2.8M
SteelPeak Wealth, LLC 0.11% New 8,587 $2.8M
Kentucky Retirement Systems Insurance Trust Fund 0.19% Reduce -6.5% 8,565 $2.8M
Harvest Investment Services, LLC 0.62% Reduce -14.9% 8,561 $2.8M
S&co Inc. 0.18% Add +6.8% 8,520 $2.7M
Summit Trail Advisors, LLC 0.05% Add +16.8% 8,506 $2.7M
Nicola Wealth Management LTD. 0.26% Reduce -26.1% 8,500 $2.7M
Soundwatch Capital LLC 0.47% New 4,480 $2.7M
Prime Capital Investment Advisors, LLC 0.04% Reduce -23.9% 8,493 $2.7M
Centaurus Financial, Inc. 0.16% Add +32.6% 8,423 $2.7M
Glenmede Investment Management, LP 0.01% — 8,418 $2.7M
Adell Harriman & Carpenter Inc. 0.18% Add +21.9% 8,391 $2.7M
Kingsview Wealth Management, LLC 0.05% Add +79.8% 8,372 $2.7M
Providence Wealth Advisors, LLC 1.85% Add +0.2% 8,006 $2.7M
Composition Wealth, LLC 0.05% Add +7.6% 8,351 $2.7M
HighVista Strategies LLC 0.98% Reduce -17.8% 8,300 $2.7M
O'Neil Global Advisors, Inc. 0.61% New 8,259 $2.7M
GAMMA Investing LLC 0.17% Add +20.6% 8,221 $2.7M
Hudson Canyon Capital Management 1.64% Reduce -2.2% 8,188 $2.6M
Wealthcare Advisory Partners LLC 0.06% Add +5.9% 8,168 $2.6M
Atria Investments, Inc 0.03% Reduce -14.1% 8,156 $2.6M
E Fund Management Co., Ltd. 0.13% Reduce -8.1% 8,122 $2.6M
Axxcess Wealth Management, LLC 0.06% Add +43.8% 8,058 $2.6M
HB Wealth Management, LLC 0.02% Add +5.1% 8,031 $2.6M
Fifth Third Wealth Advisors LLC 0.11% Reduce -15.7% 7,989 $2.6M
Stratos Wealth Partners, LTD. 0.04% Add +7.2% 7,972 $2.6M
Systematic Financial Management LP 0.07% Reduce -13.9% 7,936 $2.6M
Jamison Private Wealth Management, Inc. 0.36% Reduce -1.1% 7,739 $2.5M
Waverly Advisors, LLC 0.03% Add +11.0% 7,633 $2.5M
SG Americas Securities, LLC 0.01% Reduce -19.8% 7,614 $2.5M
Howard Capital Management, LLC 0.04% Reduce -11.3% 7,572 $2.4M
Shilanski & Associates, Inc. 0.70% Add +0.6% 7,546 $2.4M
Hartline Investment Corp./ 0.28% New 7,541 $2.4M
Merrion Investment Management Co, LLC 1.58% Add +5.2% 7,525 $2.4M
Harbor Capital Advisors, Inc. 0.10% Reduce -0.6% 7,457 $2.4M
B. Metzler seel. Sohn & Co. AG 0.02% Add +17.9% 7,449 $2.4M
Glen Eagle Advisors, LLC 0.36% Reduce -9.1% 7,343 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -3.3% 7,254 $2.3M
Clearstead Advisors, LLC 0.03% Add +2.4% 7,209 $2.3M
Park Avenue Securities LLC 0.02% Reduce -13.4% 7,185 $2.3M
TCFG Wealth Management, LLC 1.05% Reduce -5.6% 7,161 $2.3M
Great Valley Advisor Group, Inc. 0.05% Add +3.5% 7,133 $2.3M
China Universal Asset Management Co., Ltd. 0.22% Reduce -7.9% 7,116 $2.3M
Nations Financial Group Inc, /Ia/ 0.16% Add +60.6% 7,097 $2.3M
Moors & Cabot, Inc. 0.11% Reduce -16.8% 7,087 $2.3M
Federated Hermes, Inc. 0.00% Add +62.1% 7,085 $2.3M
Argyle Capital Management, LLC 0.83% No change 7,082 $2.3M
Bessemer Group Inc. 0.00% Add +1.3% 7,056 $2.3M
Spire Wealth Management 0.08% Reduce -1.7% 7,035 $2.3M
Two Sigma Investments, LP 0.00% Reduce -48.1% 6,963 $2.2M
Aperture Investors, LLC 0.30% New 6,958 $2.2M
Mufg Securities Americas Inc. 0.19% Add +25.4% 6,946 $2.2M
Premier Fund Managers Ltd 0.08% Reduce -12.5% 7,000 $2.2M
EP Wealth Advisors, LLC 0.01% Reduce -6.5% 6,868 $2.2M
Resources Management Corp. /CT/ 0.30% Add +4.6% 6,850 $2.2M
Cadence Bank 0.14% Add +0.7% 6,816 $2.2M
Vise Technologies, Inc. 0.09% — 6,788 $2.2M
American Institute for Advanced Investment Management, LLP 1.54% Reduce -5.7% 6,767 $2.2M
Eos Management, L.P. 0.92% New 6,568 $2.1M
Compass Capital Corp. /Ma/ 1.00% Add +3.7% 9,072 $2.1M
Kestra Private Wealth Services, LLC 0.03% Add +7.6% 6,510 $2.1M
Focused Wealth Management, Inc 0.26% Add +134.6% 6,508 $2.1M
Sigma Planning Corp 0.06% Reduce -1.0% 6,487 $2.1M
Foster & Motley Inc. 0.12% Reduce -6.3% 6,477 $2.1M
Signaturefd, LLC 0.04% Add +23.6% 6,422 $2.1M
Principal Securities, Inc. 0.04% Add +24.8% 6,412 $2.1M
Sciencast Management LP 0.43% New 6,395 $2.1M
Tiaa Trust, National Association 0.01% Reduce -8.7% 6,371 $2.1M
Chicago Partners Investment Group LLC 0.06% Reduce -3.6% 6,311 $2.0M
Pinnacle Associates Ltd. 0.03% Reduce -0.6% 6,324 $2.0M
Samjo Management, LLC 0.85% No change 6,225 $2.0M
Virtus Investment Advisers, LLC 0.68% New 6,213 $2.0M
Integrity Alliance, Llc. 0.11% Reduce -11.9% 6,207 $2.0M
Vinva Investment Management Ltd 0.05% Reduce -25.3% 6,224 $2.0M
Uncommon Cents Investing LLC 0.53% Reduce -1.7% 6,168 $2.0M
Quadrant Capital Group LLC 0.07% Add +19.6% 6,090 $2.0M
Canada Post Corp Registered Pension Plan 0.12% New 6,082 $2.0M
Leonteq Securities AG 0.11% Reduce -47.1% 6,035 $1.9M
PKO Investment Management Joint-Stock Co 0.21% Reduce -71.4% 6,000 $1.9M
Jacobi Capital Management LLC 0.13% Add +41.5% 5,965 $1.9M
Farther Finance Advisors, LLC 0.04% Add +8.2% 5,955 $1.9M
Independent Financial Group, LLC 0.05% Add +87.8% 5,933 $1.9M
Y.D. More Investments Ltd 0.13% Add +1050.2% 5,935 $1.9M
Greenleaf Trust 0.02% Reduce -28.8% 5,847 $1.9M
North Star Investment Management Corp. 0.13% Reduce -0.1% 5,812 $1.9M
Wedbush Securities Inc. 0.07% Reduce -7.8% 5,784 $1.9M
Fidelis Capital Partners, LLC 0.17% Add +38.1% 5,485 $1.9M
Hendershot Investments Inc. 0.25% Reduce -5.0% 5,721 $1.8M
LaSalle St. Investment Advisors, LLC 0.50% Add +2.6% 5,703 $1.8M
Central Pacific Bank - Trust Division 0.24% Add +101.3% 5,692 $1.8M
Alerus Financial NA 0.13% Reduce -62.4% 5,691 $1.8M
Prudential PLC 0.01% Add +25.9% 5,687 $1.8M
Morton Community Bank 0.45% Reduce -21.1% 5,649 $1.8M
Fiduciary Trust Co 0.02% Add +9.1% 5,633 $1.8M
Pine Valley Investments Ltd Liability Co 0.11% Add +122.7% 5,621 $1.8M
Aljian Capital Management, LLC 0.40% Add +14.9% 5,618 $1.8M
Bokf, NA 0.03% Add +22.8% 5,607 $1.8M
Valeo Financial Advisors, LLC 0.04% Add +3.5% 5,580 $1.8M
Ausdal Financial Partners, Inc. 0.12% Add +9.6% 5,562 $1.8M
Sig Brokerage, LP 0.49% New 5,559 $1.8M
Meiji Yasuda Life Insurance Co 0.05% Reduce -4.2% 5,506 $1.8M
ING Groep NV 0.01% Reduce -80.6% 5,503 $1.8M
Capital Management Associates 2.90% No change 5,500 $1.8M
Fractal Investments LLC 0.25% No change 5,500 $1.8M
NFSG Corp 0.29% Add +680.2% 5,485 $1.8M
Ninepoint Partners LP 0.34% New 5,430 $1.8M
Regal Investment Advisors LLC 0.13% Reduce -2.5% 5,420 $1.7M
Waterloo Capital, L.P. 0.14% Add +58.6% 5,412 $1.7M
SageView Advisory Group, LLC 0.07% Reduce -7.6% 5,295 $1.7M
Capstone Investment Advisors, LLC 0.02% Reduce -66.1% 5,330 $1.7M
Prelude Capital Management, LLC 0.17% Reduce -80.8% 5,315 $1.7M
V-Square Quantitative Management LLC 0.23% Add +54.1% 5,265 $1.7M
Caldwell Trust Co 0.17% No change 5,228 $1.7M
Itau Unibanco Holding S.A. 0.06% Reduce -59.0% 5,224 $1.7M
Belpointe Asset Management LLC 0.07% Add +14.6% 5,184 $1.7M
Wilmington Savings Fund Society, FSB 0.03% Reduce -10.7% 5,179 $1.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.35% Add +12.9% 5,140 $1.7M
Johnson Investment Counsel Inc. 0.01% Reduce -17.4% 5,135 $1.7M
Black Diamond Financial, LLC 0.26% Add +0.0% 5,117 $1.7M
Clough Capital Partners L P 0.16% New 5,070 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Add +16.1% 5,052 $1.6M
Donoghue Forlines LLC 0.46% New 5,039 $1.6M
Marshall Financial Group, LLC 0.32% Add +0.1% 5,110 $1.6M
Artemis Wealth Advisors, LLC 0.25% New 5,000 $1.6M
Ofi Invest Asset Management 0.04% Add +24.0% 5,866 $1.6M
Modern Wealth Management, LLC 0.04% Add +4.5% 4,982 $1.6M
Transcend Capital Advisors, LLC 0.12% Reduce -32.4% 4,982 $1.6M
BNP Paribas 0.05% Reduce -10.2% 4,973 $1.6M
Castle Rock Wealth Management, LLC 0.37% New 5,005 $1.6M
Maridea Wealth Management LLC 0.41% New 4,898 $1.6M
Savvy Advisors, Inc. 0.10% Add +27.7% 4,858 $1.6M
STF Management LP 0.61% Add +2.5% 4,823 $1.6M
Wealthcare Capital Partners, LLC 0.78% Add +0.1% 4,801 $1.5M
Sandler Capital Management 0.54% New 4,799 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.07% — 4,761 $1.5M
Mgo One Seven LLC 0.05% Add +32.3% 4,730 $1.5M
Williams Jones Wealth Management, LLC. 0.02% Reduce -5.4% 4,713 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -80.2% 4,710 $1.5M
Plato Investment Management Ltd 0.11% Add +187.3% 4,704 $1.5M
PFG Investments, LLC 0.09% Add +8.0% 4,680 $1.5M
AdvisorNet Financial, Inc 0.10% Add +32.1% 4,659 $1.5M
PFG Advisors 0.07% Add +15.7% 4,642 $1.5M
Cloverfields Capital Group, LP 0.44% Add +0.0% 4,614 $1.5M
Schear Investment Advisers, LLC 0.73% Add +40.2% 4,582 $1.5M
Wallace Hart LLC 1.17% New 4,565 $1.5M
Fiduciary Alliance LLC 0.11% New 4,548 $1.5M
Wellington Shields & Co., LLC 0.41% Add +122.8% 4,540 $1.5M
Partnership Wealth Management, LLC 1.17% No change 4,489 $1.4M
Compound Planning, Inc. 0.05% Add +86.7% 4,463 $1.4M
Golden State Wealth Management, LLC 0.17% Add +52.4% 4,433 $1.4M
Applied Finance Capital Management, LLC 0.10% New 4,418 $1.4M
Manchester Capital Management LLC 0.19% Reduce -15.7% 4,414 $1.4M
Willis Johnson & Associates, Inc. 0.10% Add +0.4% 4,406 $1.4M
Mather Group, Llc. 0.02% Add +2.0% 4,405 $1.4M
Erste Asset Management GmbH 0.01% Add +592.5% 4,432 $1.4M
Roman Butler Fullerton & Co. 0.42% Add +96.6% 4,318 $1.4M
Aviso Wealth Management 0.66% Add +11.2% 4,380 $1.4M
Sumitomo Life Insurance Co. 0.10% Reduce -5.5% 4,378 $1.4M
Beacon Pointe Advisors, LLC 0.01% Add +10.3% 4,378 $1.4M
Oliver Lagore Vanvalin Investment Group 0.55% — 6,999 $1.4M
Keybank National Association 0.01% Add +1.1% 4,366 $1.4M
J. Safra Sarasin Holding AG 0.02% Reduce -8.8% 4,329 $1.4M
Net Worth Advisory Group 0.31% Reduce -13.8% 4,322 $1.4M
Cordatus Wealth Management LLC 0.34% Reduce -1.6% 4,278 $1.4M
apricus wealth, LLC 0.80% No change 4,277 $1.4M
Light Street Capital Management, LLC 0.28% Reduce -16.0% 4,277 $1.4M
Zuckerman Investment Group, LLC 0.13% Reduce -3.2% 4,277 $1.4M
Arkadios Wealth Advisors 0.04% Add +9.1% 4,236 $1.4M
Lansing Street Advisors 0.41% Add +0.2% 4,215 $1.4M
Bank of Hawaii 0.07% New 4,205 $1.4M
Concurrent Investment Advisors, LLC 0.03% Add +14.0% 4,198 $1.4M
Total Clarity Wealth Management, Inc. 0.39% Add +156.1% 4,197 $1.4M
Doliver Advisors, LP 0.37% Add +1.4% 4,192 $1.4M
Quantum Private Wealth, LLC 0.44% Add +83.8% 4,166 $1.3M
EverSource Wealth Advisors, LLC 0.06% Add +2.9% 4,146 $1.3M
Annex Advisory Services, LLC 0.03% Reduce -13.7% 4,142 $1.3M
NorthRock Partners, LLC 0.03% Add +9.2% 4,138 $1.3M
Clarus Wealth Advisors 0.62% Add +0.8% 4,267 $1.3M
Hudson Bay Capital Management LP 0.01% Reduce -89.7% 4,109 $1.3M
Shelton Wealth Management, LLC 0.67% Add +13.4% 4,102 $1.3M
Diversified Enterprises, LLC 0.10% Reduce -15.5% 4,071 $1.3M
Arete Wealth Advisors, LLC 0.09% Add +40.5% 4,064 $1.3M
Argent Trust Co 0.05% Add +8.2% 4,063 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +12.9% 4,254 $1.3M
GTS Securities LLC 0.06% Reduce -57.0% 4,047 $1.3M
PTM Wealth Management, LLC 0.86% Add +0.1% 4,178 $1.3M
Ingalls & Snyder LLC 0.05% No change 4,017 $1.3M
Bantamac Capital, LLC 0.46% New 4,010 $1.3M
Polen Capital Management LLC 0.00% New 4,010 $1.3M
Rithm Capital Corp. 3.22% Add +5.3% 4,000 $1.3M
Monetta Financial Services Inc. 0.94% No change 4,000 $1.3M
Supplemental Annuity Collective Trust of NJ 0.36% No change 4,000 $1.3M
Marsico Capital Management LLC 0.04% New 3,994 $1.3M
Tsfg, LLC 0.23% Reduce -4.2% 3,995 $1.3M
Chapin Davis, Inc. 0.35% Add +37.1% 3,967 $1.3M
Global Retirement Partners, LLC 0.03% — 3,965 $1.3M
Tiemann Investment Advisors, LLC 0.52% Reduce -0.4% 3,942 $1.3M
ICICI Prudential Asset Management Co Ltd 0.16% Reduce -2.1% 3,928 $1.3M
IFP Advisors, Inc 0.04% Reduce -15.4% 3,693 $1.3M
Geneos Wealth Management Inc. 0.03% Add +41.6% 3,899 $1.3M
Level Four Advisory Services, LLC 0.05% Reduce -29.3% 3,863 $1.2M
Kenora Financial, LLC 0.46% Reduce -0.3% 3,849 $1.2M
Brooklyn Investment Group 0.16% Add +51.9% 3,846 $1.2M
Catalyst Financial Partners LLC 0.13% Add +4.6% 3,830 $1.2M
Garden State Investment Advisory Services LLC 0.33% Add +17.0% 3,807 $1.2M
Flow Traders U.S. LLC 0.05% New 3,800 $1.2M
Dakota Wealth Management 0.03% New 3,774 $1.2M
Duff & Phelps Investment Management Co. 0.01% Add +67.0% 3,770 $1.2M
Parsonex Advisory Services, Inc. 1.01% — 3,749 $1.2M
Investment Advisory Services Inc. /TX 0.40% Reduce -0.0% 3,737 $1.2M
Haverford Trust Co 0.01% Reduce -2.7% 3,732 $1.2M
Mission Wealth Management, LP 0.03% Add +117.7% 3,718 $1.2M
Smartleaf Asset Management LLC 0.11% Add +4.5% 3,728 $1.2M
GS Investments, Inc. 0.53% Add +0.5% 3,684 $1.2M
Qtron Investments LLC 0.15% No change 3,678 $1.2M
Stephens Inc. 0.02% Add +4.3% 3,653 $1.2M
Concentric Capital Strategies, LP 0.07% New 3,651 $1.2M
Prosperity Consulting Group, LLC 0.09% Add +4.0% 3,637 $1.2M
Perigon Wealth Management, LLC 0.03% Add +0.3% 3,611 $1.2M
Triasima Portfolio Management inc. 0.21% Reduce -65.2% 3,595 $1.2M
Checchi Capital Advisers, LLC 0.08% Add +0.9% 3,575 $1.2M
Atlatl Advisers LLC 0.54% Add +201.0% 3,567 $1.2M
Aptus Capital Advisors, LLC 0.01% Reduce -17.9% 3,543 $1.1M
Rwa Wealth Partners, LLC 0.01% Add +28.6% 3,534 $1.1M
Tabor Asset Management, LP 0.80% New 3,524 $1.1M
HBK Sorce Advisory LLC 0.03% Add +8.7% 3,524 $1.1M
Colonial River Investments, LLC 0.49% New 3,625 $1.1M
Glenview Trust Co 0.02% New 3,506 $1.1M
Syon Capital LLC 0.07% Add +8.8% 3,505 $1.1M
ExodusPoint Capital Management, LP 0.01% New 3,495 $1.1M
First National Bank of Hutchinson 0.69% Add +74.1% 3,443 $1.1M
Retireful, LLC 0.76% New 3,434 $1.1M
Capital Investment Advisors, LLC 0.02% Add +72.1% 3,425 $1.1M
Sapient Capital LLC 0.02% Add +58.2% 3,418 $1.1M
Addis & Hill, Inc 0.72% No change 3,416 $1.1M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -41.0% 3,409 $1.1M
Creekmur Asset Management LLC 0.19% Add +147.7% 3,408 $1.1M
Significant Wealth Partners LLC 0.54% Add +3.8% 3,401 $1.1M
NJ State Employees Deferred Compensation Plan 0.13% No change 3,400 $1.1M
First Financial Bankshares Inc 0.02% New 3,399 $1.1M
Crumly & Associates Inc. 0.27% Add +173.0% 3,374 $1.1M
Portland Investment Counsel Inc. 0.32% Add +30.8% 3,400 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +29.0% 3,361 $1.1M
Hilltop Holdings Inc. 0.07% Add +11.1% 3,358 $1.1M
Gateway Investment Advisers LLC 0.01% Reduce -91.0% 3,338 $1.1M
UMB Bank, n.a. 0.02% Reduce -8.0% 3,323 $1.1M
Stableford Capital II LLC 0.40% Reduce -17.2% 3,274 $1.1M
Hollencrest Capital Management 0.05% Add +24.2% 3,301 $1.1M
Powell Investment Advisors, LLC 0.40% New 3,300 $1.1M
Community Bank & Trust, Waco, Texas 0.24% No change 3,297 $1.1M
Midland Wealth Advisors, LLC 0.06% Add +1.0% 3,296 $1.1M
Goldstone Financial Group, LLC 0.14% Reduce -0.9% 3,406 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +29.2% 3,272 $1.1M
Lakeside Advisors, INC. 0.68% Reduce -11.3% 3,272 $1.1M
Tyler-Stone Wealth Management 0.17% Add +54.9% 3,260 $1.1M
Private Trust Co. NA 0.10% Add +23.4% 3,245 $1.0M
Segment Wealth Management, LLC 0.07% Add +7.1% 3,231 $1.0M
Lantz Financial LLC 0.26% Add +0.3% 3,226 $1.0M
Verdence Capital Advisors LLC 0.07% Add +0.8% 3,212 $1.0M
FNY Investment Advisers, LLC 0.45% Reduce -55.3% 3,209 $1.0M
Sava Infond d.o.o. 0.16% Add +73.0% 3,200 $1.0M
Insight Advisors, LLC/ PA 0.17% Add +0.5% 3,185 $1.0M
Washburn Capital Management, Inc. 0.60% New 3,175 $1.0M
Commerzbank Aktiengesellschaft 0.02% Add +8.3% 3,172 $1.0M
Legacy Solutions, LLC 0.98% Add +1.1% 3,166 $1.0M
Onyx Bridge Wealth Group LLC 0.13% Add +0.2% 3,132 $1.0M
Alps Advisors Inc. 0.01% Add +90.8% 3,129 $1.0M
Capstone Financial Advisors, Inc. 0.06% New 3,123 $1.0M
Cornercap Investment Counsel Inc. 0.52% Reduce -2.4% 3,117 $1.0M
Harbour Capital Advisors, LLC 0.21% Add +10.5% 3,273 $1.0M
Sagefield Capital LP 0.14% New 3,098 $1000K
RMG Wealth Management LLC 0.15% — 3,067 $999K
Cadent Capital Advisors, LLC 0.33% Add +0.7% 3,091 $998K
Cigna Investments Inc. 0.17% Reduce -2.5% 3,085 $996K
Ballentine Partners, LLC 0.01% Add +13.7% 3,082 $995K
VSM Wealth Advisory, LLC 0.33% Add +14.2% 3,078 $993K
VeraBank, N.A. 0.20% Add +22.9% 3,074 $992K
Romano Brothers and Company 0.12% No change 3,067 $990K
BLB&B Advisors, LLC 0.05% Reduce -12.9% 3,064 $989K
Crew Capital Management, Ltd 0.71% New 3,053 $985K
First Manhattan Co. Llc. 0.00% Reduce -3.7% 3,053 $985K
111 Capital 0.17% Reduce -52.5% 3,048 $984K
Strategies Wealth Advisors, LLC 0.11% Reduce -0.9% 3,046 $983K
UNIVEST FINANCIAL Corp 0.06% Reduce -3.3% 3,043 $982K
OneDigital Investment Advisors LLC 0.01% Add +3.9% 3,040 $981K
Buckley Wealth Management, LLC 0.29% Reduce -0.3% 3,033 $979K
Kennedy Investment Group, Inc. 0.41% Reduce -0.7% 3,024 $976K
AA Financial Advisors, LLC 0.21% Add +5.8% 3,013 $972K
Value Star Asset Management (Hong Kong) Ltd 2.98% Reduce -25.0% 3,000 $968K
Westbourne Investments, Inc. 0.52% Add +66.7% 3,000 $968K
Mariner Investment Group LLC 0.35% Reduce -81.8% 3,000 $968K
Viking Fund Management LLC 0.13% New 3,000 $968K
Hobbs Group Advisors, LLC 0.33% Add +66.3% 2,995 $967K
Quantum Portfolio Management LLC 0.46% Reduce -1.6% 2,993 $966K
Terra Nova Asset Management LLC 0.68% New 2,992 $966K
Paragon Financial Partners, Inc. 0.66% Reduce -2.9% 2,977 $961K
Frank, Rimerman Advisors LLC 0.06% Add +52.1% 2,953 $953K
Key Financial Inc 0.19% No change 2,938 $948K
Prairie Wealth Advisors, Inc. 0.40% Add +5.0% 2,934 $947K
Prosperity Wealth Management, Inc. 0.35% Reduce -0.2% 2,932 $946K
one8zero8, LLC 0.22% Reduce -7.2% 2,923 $943K
Elevation Point Wealth Partners, LLC 0.07% New 2,919 $942K
Pickering Energy Partners LP 23.08% Add +43.4% 2,910 $939K
First Horizon Advisors, Inc. 0.02% Add +8.3% 2,901 $937K
Rothschild Wealth LLC 0.23% Add +0.5% 2,898 $935K
Advisors Asset Management, Inc. 0.02% Add +135.2% 2,890 $933K
Cornerstone National Bank & Trust Co 0.40% No change 2,886 $931K
FORA Capital, LLC 0.10% New 2,867 $925K
Ritholtz Wealth Management 0.02% Add +48.5% 2,836 $915K
Veery Capital, LLC 0.31% Reduce -19.2% 2,829 $913K
StoneX Group Inc. 0.04% Reduce -5.5% 2,824 $912K
RKL Wealth Management LLC 0.08% Add +0.0% 2,819 $910K
Confluence Wealth Services, Inc. 0.05% No change 2,817 $909K
Accel Wealth Management 0.30% Add +1.4% 2,812 $907K
CWA Asset Management Group, LLC 0.04% Add +15.8% 2,806 $906K
Avestar Capital, LLC 0.07% Add +86.9% 2,796 $902K
Affinity Investment Advisors, LLC 0.68% Reduce -1.4% 2,793 $901K
Aull & Monroe Investment Management Corp 0.48% Reduce -2.3% 2,780 $897K
Silvercrest Asset Management Group LLC 0.01% Add +1.7% 2,771 $894K
Great Lakes Advisors, LLC 0.01% Reduce -2.4% 2,746 $886K
High Net Worth Advisory Group LLC 0.23% Add +144.7% 2,706 $873K
Parallel Advisors, LLC 0.02% Add +2.4% 2,704 $873K
Highview Capital Management LLC 0.34% No change 2,704 $873K
FCG Investment Co 0.46% New 2,702 $872K
Compagnie Lombard Odier SCmA 0.01% Add +955.5% 2,702 $872K
CRA Financial Services, LLC 0.13% Add +0.3% 2,701 $872K
Pinkerton Wealth, LLC 0.10% New 2,701 $872K
Knollwood Investment Advisory, LLC 0.08% No change 2,700 $871K
World Investment Advisors 0.02% Add +0.3% 2,693 $869K
CreativeOne Wealth, LLC 0.02% Add +1.4% 2,683 $866K
Gladstone Institutional Advisory LLC 0.04% Reduce -17.9% 2,678 $864K
Yardley Wealth Management LLC 0.47% No change 2,666 $860K
Fisher Asset Management 0.00% Add +20.1% 2,648 $855K
Pathway Financial Advisers, LLC 0.28% Add +20.5% 2,638 $851K
Fox Hill Wealth Management 0.44% Reduce -24.2% 2,637 $851K
Allegheny Financial Group 0.19% Add +2.4% 2,629 $849K
Kingswood Wealth Advisors, LLC 0.07% Reduce -19.3% 2,608 $842K
Calydon Capital 0.08% Add +140.2% 2,589 $836K
Diversify Advisory Services, LLC 0.03% Add +121.1% 2,463 $834K
Simplicity Wealth,LLC 0.03% New 2,564 $828K
Wolff Wiese Magana LLC 0.51% Add +8713.8% 2,556 $825K
SVB Wealth LLC 0.04% Reduce -28.6% 2,555 $825K
Duncker Streett & Co. Inc. 0.15% Add +41.5% 2,541 $820K
Resonant Capital Advisors, LLC 0.05% Add +19.8% 2,526 $815K
Wesbanco Bank Inc. 0.02% Add +2.1% 2,514 $811K
Temasek Holdings (Private) Ltd 0.00% No change 2,507 $809K
Dorsey & Whitney Trust CO LLC 0.04% Add +20.1% 2,499 $807K
Cassaday & Co Wealth Management LLC 0.02% Add +9.1% 2,492 $804K
John G Ullman & Associates Inc. 0.12% No change 2,465 $796K
Sowell Financial Services LLC 0.03% Reduce -3.1% 2,459 $794K
Cora Capital Advisors LLC 0.35% Reduce -9.6% 2,457 $793K
Pinnacle Wealth Planning Services, Inc. 0.10% Add +26.1% 2,448 $790K
Westover Capital Advisors, LLC 0.16% Reduce -0.0% 2,435 $786K
Riverbend Wealth Management, LLC 0.59% New 2,434 $785K
CGN Advisors LLC 0.07% Reduce -0.2% 2,430 $784K
Fire Capital Management LLC 0.50% Reduce -4.9% 2,426 $783K
MIdWestOne Financial Group, Inc. 0.10% No change 2,421 $781K
Choate Investment Advisors 0.02% Add +21.6% 2,421 $781K
Providence Capital Advisors, LLC 0.14% New 2,404 $776K
Blue Trust, Inc. 0.01% Add +0.6% 2,396 $773K
First National Bank & Trust Co. of Newtown 0.15% No change 2,386 $770K
Cornerstone Wealth Management, LLC 0.05% Add +11.6% 2,383 $769K
Redhawk Wealth Advisors, Inc. 0.10% Reduce -7.8% 2,373 $766K
WBH Advisory Inc. 0.07% Reduce -26.5% 2,372 $766K
Mainstream Capital Management LLC 0.56% Reduce -18.5% 2,371 $765K
Personal Cfo Solutions, LLC 0.14% Add +5.6% 2,371 $765K
Baltimore-Washington Financial Advisors, Inc. 0.04% Reduce -4.1% 2,356 $760K
Davis Investment Partners, LLC 0.27% New 2,452 $755K
Essex Financial Services, Inc. 0.05% Reduce -3.8% 2,338 $755K
SBI Securities Co., Ltd. 0.02% Reduce -13.8% 2,337 $754K
Forum Financial Management, LP 0.01% Add +57.3% 2,337 $754K
Premier Path Wealth Partners, LLC 0.10% Add +12.7% 2,332 $753K
Platform Technology Partners 0.20% Add +7.7% 2,330 $752K
Bank & Trust Co 0.59% No change 2,324 $750K
CoreCap Advisors, LLC 0.03% Add +11.7% 2,322 $750K
Recurrent Investment Advisors LLC 0.06% Add +7.1% 2,305 $744K
Mutual Advisors, LLC 0.02% Add +57.3% 2,268 $742K
Everhart Financial Group, Inc. 0.09% Add +10.5% 2,300 $742K
Sage Mountain Advisors LLC 0.05% Add +13.8% 2,297 $741K
Carroll Investors, Inc 0.39% Add +58.8% 2,302 $741K
Snowden Capital Advisors LLC 0.02% Reduce -85.8% 2,296 $741K
Cornerstone Advisory, LLC 0.08% Reduce -9.9% 2,288 $738K
VestGen Investment Management 0.53% Reduce -57.5% 2,280 $736K
Journey Strategic Wealth LLC 0.02% Add +61.1% 2,262 $730K
Berger Financial Group, Inc 0.05% Add +2.3% 2,244 $724K
Aventura Private Wealth, LLC 0.31% Add +38.0% 2,239 $723K
LSP Investment Advisors, LLC 0.51% No change 2,208 $713K
Richards, Merrill & Peterson, Inc. 0.34% Add +263.5% 2,199 $710K
Signature Estate & Investment Advisors LLC 0.02% Reduce -11.3% 2,194 $708K
Marion Wealth Management 0.18% Add +28.4% 2,185 $705K
Bison Wealth, LLC 0.06% New 2,189 $704K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 2,179 $703K
Modera Wealth Management, LLC 0.01% Add +25.6% 2,177 $702K
White Knight Strategic Wealth Advisors, LLC 0.60% Add +9.4% 2,176 $702K
Larson Financial Group LLC 0.03% Add +56.1% 2,171 $701K
CX Institutional 0.02% Add +12.5% 2,166 $699K
GC Wealth Management RIA, LLC 0.06% New 2,149 $694K
Capital Square, LLC 0.37% Add +29.4% 2,153 $692K
Etesian Wealth Advisors, Inc. 0.26% Reduce -12.7% 2,145 $692K
Calton & Associates, Inc. 0.12% Add +5.3% 2,142 $691K
Brighton Jones LLC 0.02% Add +19.6% 2,134 $689K
Essex Bank 0.16% Add +0.9% 2,129 $687K
Successful Portfolios LLC 0.42% Reduce -0.2% 2,123 $685K
Wealth Management Associates, Inc. 0.27% Add +5.0% 2,120 $684K
Avantax Planning Partners, Inc. 0.02% Add +0.1% 2,111 $681K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +21.3% 2,102 $678K
Clarius Group, LLC 0.04% Add +8.9% 2,099 $677K
Souders Financial Advisors 0.09% Add +22.3% 2,096 $677K
ICONIQ Capital, LLC 0.01% Add +104.1% 2,076 $670K
Wealth Effects LLC 0.25% Add +0.1% 2,067 $667K
Plotkin Financial Advisors, LLC 0.37% No change 2,063 $666K
Aaron Wealth Advisors LLC 0.07% Add +7.7% 2,060 $665K
Enterprise Financial Services Corp 0.35% Add +2.9% 2,059 $665K
Sompo Asset Management Co., Ltd. 0.11% No change 2,050 $662K
Intrua Financial, LLC 0.09% New 2,047 $661K
Freedom Investment Management, Inc. 0.05% Reduce -8.0% 2,043 $659K
Marietta Wealth Management, LLC 0.09% Reduce -0.7% 2,041 $659K
Evergreen Capital Management LLC 0.02% Add +28.9% 2,030 $655K
JFS Wealth Advisors, LLC 0.04% Reduce -3.3% 2,028 $655K
Chesley Taft & Associates LLC 0.03% Reduce -3.5% 2,025 $653K
Conning Inc. 0.02% Reduce -3.9% 2,017 $651K
Quent Capital, LLC 0.06% Add +1.8% 2,017 $651K
Alpha Family Trust 0.32% Add +40.2% 2,005 $647K
Alpha Omega Wealth Management LLC 0.12% Add +5.1% 2,001 $646K
McHugh Group, LLC 0.44% Reduce -16.7% 2,000 $646K
Anson Funds Management LP 0.12% Reduce -66.7% 2,000 $646K
Vantage Point Financial LLC 0.28% Reduce -0.1% 1,999 $645K
Lineweaver Wealth Advisors, LLC 0.10% Add +27.1% 1,998 $645K
Ewa, LLC 0.20% Add +1.6% 1,996 $644K
KLCM Advisors, Inc. 0.07% Reduce -44.7% 1,976 $638K
Earnest Partners LLC 0.00% No change 1,975 $637K
Thoroughbred Financial Services, LLC 0.04% Add +5.0% 1,975 $637K
Stratos Wealth Advisors, LLC 0.03% New 1,972 $637K
Silver Oak Securities, Incorporated 0.05% Reduce -3.2% 1,963 $633K
Telos Capital Management, Inc. 0.06% Add +1.0% 1,956 $631K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -2.7% 1,951 $630K
Trinity Wealth Management, LLC 0.25% Add +0.3% 1,951 $630K
GAMCO Investors 0.01% Add +20.4% 1,950 $629K
BlueChip Wealth Advisors LLC 0.26% New 1,927 $622K
Nicolet Advisory Services, LLC 0.05% Add +17.5% 1,824 $622K
Trust Co. of Toledo NA 0.07% No change 1,921 $620K
First Command Advisory Services, Inc. 0.01% Add +7.3% 1,909 $616K
Acropolis Investment Management, LLC 0.03% Add +0.5% 1,908 $616K
PDS Planning, Inc 0.05% Add +3.1% 1,902 $614K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.02% New 1,900 $613K
C M Bidwell & Associates Ltd. 0.31% Reduce -5.5% 1,872 $604K
Cooper Financial Group 0.07% Reduce -3.8% 1,864 $602K
Symphony Financial, Ltd. Co. 0.08% New 3,246 $601K
Embree Financial Group 0.09% Reduce -13.1% 1,863 $601K
Bare Financial Services, Inc 0.20% Add +71.5% 1,861 $601K
Koshinski Asset Management, Inc. 0.05% Add +17.3% 1,858 $600K
Financial Council, LLC 0.29% No change 1,849 $597K
Prestige Wealth Management Group LLC 0.12% Add +2.9% 1,846 $596K
Spirepoint Private Client, LLC 0.07% Add +0.1% 1,840 $594K
Gryphon Financial Partners LLC 0.08% Add +27.1% 1,835 $592K
Evoke Wealth, LLC 0.01% Add +27.9% 1,831 $591K
Venturi Wealth Management, LLC 0.03% Add +4.5% 1,826 $589K
Private Wealth Asset Management, LLC 0.08% Reduce -0.4% 1,815 $586K
Ameritas Advisory Services, LLC 0.03% Reduce -53.0% 1,810 $584K
Strategic Financial Concepts, LLC 0.08% New 1,810 $584K
MTM Investment Management, LLC 0.20% Add +1.7% 1,808 $584K
Evernest Financial Advisors, LLC 0.19% Add +14.7% 1,792 $578K
Aurora Private Wealth, Inc. 0.43% Reduce -1.1% 1,789 $577K
Venture Visionary Partners LLC 0.02% Reduce -9.7% 1,780 $575K
Graypoint LLC 0.03% Add +29.3% 1,776 $573K
Athena Investment Management 0.32% No change 1,775 $573K
Grove Bank & Trust 0.07% Add +1.6% 1,773 $572K
Norden Group LLC 0.06% Add +4.8% 1,769 $571K
Breakwater Capital Group 0.09% Add +2.6% 1,769 $571K
Kestra Investment Management, LLC 0.02% Reduce -67.0% 1,760 $568K
Schnieders Capital Management LLC 0.10% New 1,759 $568K
Compton Financial Group, LLC 0.15% No change 1,752 $565K
Joel Isaacson & Co., LLC 0.02% Add +8.2% 1,749 $565K
TFB Advisors LLC 0.15% Reduce -16.8% 1,739 $561K
Court Place Advisors, LLC 0.17% No change 1,724 $556K
Strategic Investment Solutions, Inc. 0.17% Add +12.2% 1,716 $554K
First Community Trust NA 0.45% Reduce -2.3% 1,700 $549K
Evexia Wealth LLC 0.17% Add +19.7% 1,703 $547K
Brown Brothers Harriman & Co. 0.00% Add +30.6% 1,689 $545K
Interchange Capital Partners, LLC 0.13% Add +10.9% 1,679 $542K
ARS Wealth Advisors Group, LLC 0.06% Add +0.7% 1,676 $541K
BayBridge Capital Group, LLC 0.35% Add +0.2% 1,674 $540K
Debussy Capital Management LP 0.08% Reduce -19.8% 1,673 $540K
Edge Financial Advisors LLC 0.28% Add +9.9% 1,680 $540K
FIL Ltd 0.00% Add +415.5% 1,665 $537K
Patten & Patten Inc. 0.03% No change 1,658 $535K
Verus Wealth Management, LLC 0.54% Reduce -0.4% 1,650 $532K
Alta Advisers Ltd 0.19% No change 1,649 $532K
Mediolanum International Funds Ltd 0.01% Reduce -69.1% 1,659 $531K
Kera Capital Partners, Inc. 0.10% New 1,644 $531K
Csenge Advisory Group 0.03% Add +4.3% 1,733 $531K
Napa Wealth Management 0.25% New 1,643 $530K
Pennsylvania Capital Management Inc. 0.17% Reduce -0.3% 1,639 $529K
First American Bank 0.04% No change 1,633 $527K
Leigh Baldwin & Co., LLC 0.35% Add +14.1% 1,628 $525K
Eagle Wealth Strategies LLC 0.29% Add +0.6% 1,625 $524K
Bluesphere Advisors LLC 0.26% Add +11.1% 1,623 $524K
MassMutual Private Wealth & Trust, FSB 0.01% Add +17.9% 1,611 $520K
LGT Fund Management Co Ltd. 0.05% No change 1,600 $516K
Montag A & Associates Inc. 0.03% Reduce -72.7% 1,599 $516K
Clifford Swan Investment Counsel LLC 0.02% Add +0.1% 1,594 $515K
Horizon Family Wealth, Inc. 0.31% New 1,591 $513K
Stonebridge Capital Advisors LLC 0.04% No change 1,590 $513K
Seelaus Asset Management LLC 0.46% Reduce -1.6% 1,589 $513K
Stonebridge Financial Group, LLC 0.05% Add +20.2% 1,588 $513K
Grandview Asset Management LLC 0.16% Add +6.8% 1,577 $509K
Pursue Wealth Partners LLC 0.29% Add +53.7% 1,577 $509K
FORM Wealth Advisors, LLC 0.06% No change 1,576 $509K
Parkside Financial Bank & Trust 0.05% Add +10.4% 1,575 $508K
Headland Capital, LLC 0.15% Reduce -9.2% 1,572 $507K
Shepherd Financial Partners LLC 0.05% Add +28.8% 1,570 $507K
Proficio Capital Partners LLC 0.03% Add +28.0% 1,567 $506K
Values First Advisors, Inc. 0.28% Reduce -1.1% 1,566 $506K
Founders Financial Securities LLC 0.04% Add +4.3% 1,559 $503K
Pure Financial Advisors, LLC 0.01% New 1,553 $501K
Crestwood Advisors Group, LLC 0.01% Add +17.9% 1,551 $501K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,550 $500K
Ethos Financial Group, LLC 0.04% No change 1,547 $499K
Heritage Trust Co 0.06% No change 1,546 $499K
Daymark Wealth Partners, LLC 0.02% Add +47.7% 1,543 $498K
Coastline Trust Co 0.06% Add +78.1% 1,542 $498K
Wealth Dimensions Group, Ltd. 0.11% No change 1,539 $497K
Kuhn & Co Investment Counsel 0.37% No change 1,533 $495K
RPS Advisory Solutions LLC 0.27% Add +2.3% 1,531 $494K
Flagship Harbor Advisors, LLC 0.02% Add +30.7% 1,529 $494K
Dana Investment Advisors, Inc. 0.02% Add +0.5% 1,528 $493K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.7% 1,525 $492K
Newton One Investments LLC 0.15% No change 1,525 $492K
Compass Ion Advisors, LLC 0.05% Add +8.4% 1,517 $490K
Welch & Forbes LLC 0.01% No change 1,516 $489K
Cornerstone Wealth Group, LLC 0.04% Reduce -19.2% 1,514 $489K
Beaumont Financial Advisors, LLC 0.04% Add +1.3% 1,514 $489K
Planning Directions Inc. 0.27% No change 1,511 $488K
Los Angeles Capital Management LLC 0.00% Reduce -1.8% 1,505 $486K
Mitsubishi UFJ Asset Management (UK) Ltd. 0.25% Reduce -25.0% 1,500 $484K
Farmers & Merchants Trust Co of Chambersburg PA 0.15% No change 1,500 $484K
Keel Point, LLC 0.03% Reduce -0.7% 1,487 $480K
Latitude Advisors, LLC 0.24% Reduce -0.1% 1,486 $480K
Lake Street Private Wealth, LLC 0.07% Add +1.0% 1,486 $480K
Contravisory Investment Management, Inc. 0.09% Reduce -2.9% 1,486 $480K
Ascent Group, LLC 0.02% Add +7.5% 1,483 $479K
Wells Trecaso Financial Group, LLC 0.15% No change 1,483 $479K
Apriem Advisors 0.05% No change 1,481 $478K
Aspetuck Financial Management LLC 0.36% No change 1,475 $476K
WealthPlan Investment Management, LLC 0.03% No change 1,470 $474K
Turtle Creek Wealth Advisors, LLC 0.06% New 1,465 $473K
River Street Advisors LLC 0.20% Add +9.9% 1,461 $472K
Apexium Financial, LP 0.03% Add +31.4% 1,458 $471K
Eagle Bluffs Wealth Management LLC 0.22% No change 1,453 $469K
Alliance Wealth Advisors, LLC 0.25% No change 1,450 $468K
Quadcap Wealth Management, LLC 0.06% Add +2.5% 1,449 $468K
JNBA Financial Advisors 0.04% Add +61.3% 1,447 $467K
FSM Wealth Advisors, LLC 0.08% Add +20.4% 1,462 $465K
Traphagen Investment Advisors LLC 0.04% Add +6.0% 1,440 $465K
Retirement Planning Co of New England, Inc. 0.21% Reduce -7.7% 1,433 $463K
Brass Tax Wealth Management, Inc. 0.09% No change 1,433 $463K
Flputnam Investment Management Co. 0.01% Add +1.5% 1,432 $462K
Chronos Wealth Management, LLC 0.24% Reduce -1.7% 1,430 $462K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 1,430 $462K
Elm3 Financial Group, LLC 0.38% New 1,429 $461K
Meyer Handelman Co. 0.02% No change 1,427 $461K
L2 Asset Management, LLC 0.07% Add +4.8% 1,412 $456K
Founders Financial Alliance, LLC 0.10% Reduce -5.8% 1,410 $455K
Creative Financial Designs Inc. 0.03% Add +50.2% 1,401 $452K
Moneco Advisors, LLC 0.04% Add +0.9% 1,400 $452K
Aries Wealth Management 0.12% Reduce -1.6% 1,399 $452K
Innova Wealth Partners 0.27% Add +37.1% 1,398 $451K
Hengehold Capital Management LLC 0.04% Add +0.7% 1,398 $451K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +5.8% 1,389 $448K
OneAscent Financial Services LLC 0.03% Reduce -20.6% 1,428 $447K
J.Safra Asset Management Corp 0.03% Add +1.0% 1,383 $446K
SC&H Financial Advisors, Inc. 0.08% Reduce -1.4% 1,378 $445K
Cura Wealth Advisors, LLC 0.21% Reduce -16.7% 1,376 $444K
CTC Alternative Strategies, Ltd. 0.39% New 1,374 $443K
Sound View Wealth Advisors Group, LLC 0.03% Add +8.7% 1,372 $443K
Optas, LLC 0.08% Reduce -10.0% 1,371 $443K
IFG Advisory, LLC 0.02% Reduce -6.8% 1,371 $442K
Accurate Wealth Management, LLC 0.07% Add +18.1% 1,406 $441K
Ellevest, Inc. 0.07% Reduce -15.3% 1,363 $440K
Apollon Financial, LLC 0.09% Add +7.9% 1,360 $439K
United Asset Strategies, Inc. 0.04% Reduce -97.3% 1,349 $435K
Carnegie Investment Counsel 0.01% Add +10.8% 1,349 $435K
Bridgewater Advisors Inc. 0.03% Add +22.5% 1,314 $434K
Northwest Wealth Management, LLC 0.08% Add +3.6% 1,344 $434K
Ibex Wealth Advisors 0.05% New 1,340 $433K
Cyndeo Wealth Partners, LLC 0.03% New 1,340 $432K
Trivium Point Advisory, LLC 0.05% Reduce -31.9% 1,339 $432K
Townsquare Capital LLC 0.04% Reduce -80.3% 1,333 $430K
Willner & Heller, LLC 0.36% Reduce -7.9% 1,333 $430K
Capital Wealth Planning, LLC 0.00% Add +0.1% 1,328 $429K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -34.0% 1,320 $426K
Apella Capital, LLC 0.01% Add +1.1% 1,337 $426K
Ancora Advisors LLC 0.01% Add +0.1% 1,318 $425K
Signal Advisors Wealth, LLC 0.03% New 1,318 $425K
Ellis Investment Partners, LLC 0.08% New 1,317 $425K
Cynosure Group, LLC 0.05% Reduce -10.0% 1,315 $424K
ABLE Financial Group, LLC 0.10% Add +4.6% 1,312 $423K
Wisconsin Wealth Advisors, LLC 0.49% New 1,309 $422K
First American Trust, FSB 0.03% Add +10.8% 1,309 $422K
PGIM Custom Harvest LLC 0.01% Reduce -1.7% 1,302 $420K
Western Wealth Management, LLC 0.02% Reduce -0.5% 1,287 $415K
LOM Asset Management Ltd 0.14% — 1,285 $415K
Masso Torrence Wealth Management Inc. 0.19% Reduce -7.1% 1,284 $414K
Cary Street Partners Financial LLC 0.01% Add +120.7% 1,282 $414K
Meritage Portfolio Management 0.03% No change 1,276 $412K
Magnolia Capital Management Ltd. 0.33% No change 1,270 $410K
Keystone Financial Group 0.04% Reduce -4.9% 1,270 $410K
Trust Point Inc. 0.04% Reduce -9.5% 1,266 $409K
Gradient Capital Advisors, LLC 0.12% Add +9.2% 1,261 $407K
Meridian Wealth Management, LLC 0.02% Reduce -5.7% 1,261 $407K
Atlantic Union Bankshares Corp 0.01% New 1,257 $406K
Poehling Capital Management, INC. 0.09% No change 1,255 $405K
Gibbs Wealth Management 0.08% Add +6.0% 1,246 $402K
Vermillion & White Wealth Management Group, LLC 0.26% Reduce -6.9% 1,246 $402K
Gallagher Fiduciary Advisors, LLC 0.02% Add +3.4% 1,246 $402K
FourThought Financial Partners, LLC 0.04% Reduce -7.8% 1,234 $398K
SPC Financial, Inc. 0.03% No change 1,234 $398K
Cordgrass Capital Advisors, LLC 0.11% New 1,233 $398K
Lodestar Private Asset Management LLC 0.05% Reduce -4.0% 1,229 $397K
Delta Wealth Advisors LLC 0.33% No change 1,226 $396K
Chicago Capital, LLC 0.01% Add +0.7% 1,223 $395K
Nwam LLC 0.02% Reduce -5.8% 1,134 $394K
Autumn Glory Partners, LLC 0.18% No change 1,220 $394K
Comprehensive Financial Consultants Institutional, Inc. 0.13% No change 1,220 $394K
LCM Capital Management Inc 0.20% Add +3.6% 1,214 $392K
Kathmere Capital Management, LLC 0.03% Reduce -1.1% 1,214 $392K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -22.5% 1,212 $391K
NewEdge Wealth, LLC 0.01% Reduce -78.8% 1,157 $389K
Challenger Wealth Management 0.27% Add +0.3% 1,204 $389K
GeoWealth Management, LLC 0.02% Reduce -4.1% 1,201 $388K
Cullinan Associates Inc. 0.03% No change 1,200 $387K
Childress Capital Advisors, LLC 0.10% Add +20.0% 1,199 $387K
Franklin Street Advisors Inc. 0.02% Reduce -10.2% 1,197 $386K
McCollum Christoferson Group LLC 0.11% No change 1,188 $383K
Family Manage LLC 0.06% New 1,186 $383K
Hudock, Inc. 0.06% Reduce -19.9% 1,173 $379K
Fiducient Advisors LLC 0.05% No change 1,172 $378K
Procyon Advisors, LLC 0.04% Reduce -21.8% 1,170 $378K
Live Oak Private Wealth LLC 0.06% No change 1,166 $376K
Continuum Advisory, LLC 0.04% Add +3.0% 1,159 $374K
Heartland Bank & Trust Co 0.17% Reduce -2.1% 1,157 $373K
44 Wealth Management LLC 0.13% Add +5.1% 1,156 $373K
Searle & Co. 0.11% No change 1,155 $373K
Sweeney & Michel, LLC 0.13% Reduce -15.5% 1,159 $373K
Smith Chas P & Associates Pa Cpas 0.02% No change 1,150 $371K
Quotient Wealth Partners, LLC 0.01% Add +1.8% 1,149 $371K
Optimize Financial Inc. 0.23% Reduce -0.7% 1,147 $370K
Ashton Thomas Private Wealth, LLC 0.01% New 1,141 $368K
TriaGen Wealth Management LLC 0.11% Add +1.0% 1,136 $367K
Vision Capital Management, Inc. 0.05% Reduce -10.5% 1,134 $366K
AIA Group Ltd 0.01% No change 1,134 $366K
Focus Financial Network, Inc. 0.01% New 1,127 $364K
KRS Capital Management, LLC 0.24% Reduce -5.1% 1,126 $364K
MCF Advisors LLC 0.02% No change 1,124 $363K
Affinity Capital Advisors, LLC 0.06% No change 1,124 $363K
Lionsbridge Wealth Management LLC 0.36% New 1,122 $362K
Bedel Financial Consulting, Inc. 0.05% Add +0.1% 1,120 $362K
MBB Public Markets I LLC 0.04% Reduce -18.9% 1,119 $361K
North Star Asset Management Inc. 0.02% No change 1,111 $359K
Syverson Strege & Co 0.08% New 1,102 $356K
Dynamic Advisor Solutions LLC 0.01% Reduce -19.2% 1,100 $355K
Advisory Alpha, LLC 0.01% New 1,098 $354K
Fielder Capital Group LLC 0.09% Reduce -2.6% 1,095 $353K
Liberty One Investment Management, LLC 0.04% Reduce -0.1% 1,095 $353K
Riverwater Partners LLC 0.17% Add +0.2% 1,092 $352K
Quad-Cities Investment Group, LLC 0.16% Add +8.0% 1,089 $352K
RIA Advisory Group LLC 0.10% No change 1,087 $351K
Burns Matteson Capital Management, LLC 0.17% Add +8.2% 1,087 $351K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -4.1% 1,086 $351K
Wealth Management Partners, LLC 0.12% Reduce -18.0% 1,101 $350K
Philadelphia Trust Co. 0.03% No change 1,084 $350K
Crawford Investment Counsel Inc. 0.01% Add +6.2% 1,081 $349K
Evercore Wealth Management, LLC 0.01% Reduce -1.8% 1,079 $348K
Tritonpoint Wealth, LLC 0.03% Reduce -11.7% 1,076 $347K
SCS Capital Management LLC 0.00% Add +2.9% 1,076 $347K
Pitcairn Co. 0.02% Reduce -15.4% 1,073 $346K
Cambria Investment Management, L.P. 0.02% New 1,072 $346K
Red Door Wealth Management, LLC 0.04% Reduce -7.8% 1,070 $345K
Horizon Wealth Management, LLC 0.06% Reduce -0.4% 1,070 $345K
Wealth Preservation Advisors, LLC 0.21% Add +0.2% 1,068 $345K
Sterling Investment Advisors, Ltd. 0.08% Reduce -2.8% 1,067 $344K
TRUE Private Wealth Advisors 0.04% New 1,061 $343K
Capital & Planning, LLC 0.23% New 1,061 $343K
Advisor OS, LLC 0.03% New 1,061 $342K
Legacy Financial Advisors, Inc. 0.05% New 1,060 $342K
Welch Group, LLC 0.01% New 1,060 $342K
Trust Co. of Vermont 0.02% No change 1,059 $342K
Thrive Capital Management, LLC 0.11% Reduce -49.2% 1,059 $342K
Flynn Zito Capital Management, LLC 0.14% Add +4.9% 1,056 $341K
Princeton Global Asset Management LLC 0.06% Add +557.5% 1,052 $340K
Sterling Capital Management LLC 0.00% Reduce -62.2% 1,051 $339K
Rehmann Capital Advisory Group 0.02% Add +1.4% 1,048 $338K
Carter Financial Group, INC. 0.22% — 1,048 $338K
Greatmark Investment Partners, Inc. 0.04% Add +0.7% 1,045 $337K
3Chopt Investment Partners, LLC 0.08% New 1,044 $337K
TOWER TRUST & INVESTMENT Co 0.24% Add +1271.0% 1,042 $336K
Thompson Siegel & Walmsley LLC 0.01% New 1,041 $336K
Swisher Financial Concepts, Inc. 0.22% Reduce -0.2% 1,036 $334K
Norris Perne & French LLP 0.02% New 1,033 $333K
NTV Asset Management LLC 0.04% No change 1,032 $333K
Kanawha Capital Management LLC 0.02% Reduce -2.4% 1,023 $330K
Brandywine Oak Private Wealth LLC 0.03% Reduce -0.6% 1,020 $329K
Patton Fund Management, Inc. 0.07% Reduce -93.5% 1,019 $329K
D.B. Root & Company, LLC 0.10% New 1,014 $327K
Headinvest, LLC 0.07% Add +0.3% 1,011 $326K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -4.4% 1,010 $326K
Carret Asset Management, LLC 0.03% Reduce -7.8% 1,010 $326K
Ullmann Wealth Partners Group, LLC 0.04% Add +1.0% 1,008 $325K
HFM Investment Advisors, LLC 0.14% Add +9.5% 1,007 $325K
Moneta Group Investment Advisors LLC 0.00% New 1,005 $324K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -60.5% 1,003 $324K
Inspirion Wealth Advisors, LLC 0.04% No change 1,001 $323K
EHP Funds Inc. 0.37% Reduce -9.1% 1,000 $323K
Meitav Investment House Ltd. 0.00% New 1,000 $323K
Independence Bank of Kentucky 0.05% Add +4.7% 998 $322K
Vestmark Advisory Solutions, Inc. 0.00% New 992 $320K
Park Capital Management, LLC / WI 0.29% New 985 $318K
Azimuth Capital Investment Management LLC 0.01% Reduce -3.4% 981 $317K
Generali Investments, Management Co LLC 0.07% Add +383.7% 982 $317K
Brookwood Investment Group LLC 0.05% New 979 $316K
Oak Asset Management, LLC 0.11% New 975 $315K
Rice Partnership, LLC 0.05% New 970 $313K
Wimmer Associates 1, LLC 0.16% No change 970 $313K
Bill Few Associates, Inc. 0.09% New 969 $313K
Diversified Trust Co. 0.01% Reduce -75.2% 969 $313K
4WEALTH Advisors, Inc. 0.32% New 966 $312K
Petros Family Wealth, LLC 0.28% New 956 $309K
Macroview Investment Management LLC 0.25% New 955 $308K
American National Bank & Trust 0.03% Add +3080.0% 954 $308K
Widmann Financial Services, Inc. 0.21% New 941 $304K
1ST Source Bank 0.02% New 940 $303K
Sterling Wealth Management, Inc. 0.10% — 939 $303K
AlphaQuest LLC 0.03% Add +46.8% 938 $303K
Riversedge Advisors, LLC 0.06% New 935 $302K
XML Financial, LLC 0.03% New 931 $300K
ORG Partners LLC 0.07% Add +18.2% 960 $300K
Sage Rhino Capital LLC 0.06% New 929 $300K
RNC Capital Management LLC 0.01% New 929 $300K
MUFG Securities EMEA plc 0.01% New 926 $299K
Yelin Lapidot Holdings Management Ltd. 0.05% New 923 $298K
Inscription Capital, LLC 0.04% New 921 $297K
West Family Investments, Inc. 0.08% New 914 $295K
Roundview Capital LLC 0.02% New 914 $295K
Oxford Financial Group, LTD. LLC 0.02% Reduce -14.4% 911 $294K
Clearbridge Investments, LLC 0.00% New 910 $294K
Second Half Financial Partners, LLC 0.14% New 903 $291K
LexAurum Advisors, LLC 0.05% Reduce -10.9% 903 $291K
Glass Jacobson Investment Advisors llc 0.11% Reduce -13.9% 901 $291K
Round Rock Advisors LLC 0.05% New 901 $291K
Klingenstein Fields & Co. LP 0.01% New 899 $290K
SkyView Investment Advisors, LLC 0.04% New 900 $290K
Kovack Advisors, Inc. 0.03% New 893 $288K
Roberts Glore & Co. Inc. 0.08% New 887 $286K
RFG Advisory, LLC 0.01% Reduce -39.1% 886 $286K
Old Second National Bank of Aurora 0.06% Add +39.4% 885 $286K
Trek Financial, LLC 0.02% New 882 $285K
Buttonwood Financial Advisors Inc. 0.11% New 882 $285K
Arax Advisory Partners 0.01% Add +105.8% 879 $284K
Money Concepts Capital Corp. 0.02% New 877 $283K
Cromwell Holdings LLC 0.17% No change 877 $283K
NBT Bank, N.A. 0.02% No change 877 $283K
Cobblestone Capital Advisors LLC 0.01% New 869 $280K
Sonora Investment Management Group, LLC 0.02% New 867 $280K
J. W. Coons Advisors, LLC 0.06% New 866 $280K
Tradition Wealth Management, LLC 0.02% New 864 $279K
MFA Wealth Services 0.21% New 864 $279K
SeaCrest Wealth Management, LLC 0.03% Reduce -24.4% 862 $278K
Nadler Financial Group, Inc. 0.03% New 859 $277K
Bryn Mawr Trust Advisors, LLC 0.02% New 858 $277K
CHICAGO TRUST Co NA 0.04% New 854 $276K
OneAscent Investment Solutions LLC 0.29% Reduce -54.9% 852 $275K
McAdam, LLC 0.01% New 849 $274K
Freedom Financial Partners LLC 0.12% New 849 $274K
Foundation Wealth Management, LLC\PA 0.12% New 847 $273K
Measured Wealth Private Client Group, LLC 0.08% New 846 $273K
WealthShield Partners, LLC 0.03% New 845 $273K
Paragon Private Wealth Management, LLC 0.11% New 845 $273K
Meriwether Wealth & Planning, LLC 0.17% New 844 $272K
Prepared Retirement Institute LLC 0.16% New 843 $272K
Insigneo Advisory Services, LLC 0.02% New 836 $270K
TruWealth Advisors, LLC 0.01% New 831 $268K
Visionary Wealth Advisors 0.01% New 831 $268K
Hoge Financial Services, LLC 0.17% New 830 $268K
LMR Partners LLP 0.01% Reduce -94.4% 830 $268K
Northwest Financial Advisors 0.37% New 828 $267K
Sivia Capital Partners, LLC 0.09% New 828 $267K
Optiver Holding B.V. 0.01% Reduce -22.8% 828 $267K
JGP Wealth Management, LLC 0.03% New 827 $267K
Payne Capital Management, LLC 0.10% New 822 $265K
Chemistry Wealth Management LLC 0.06% New 818 $264K
Seed Wealth Management, Inc. 0.20% New 816 $263K
CYBER HORNET ETFs LLC 0.19% New 811 $262K
Rossby Financial, LCC 0.10% Add +0.5% 811 $262K
Pinnacle Financial Group, LLC / IL 0.09% New 810 $261K
HUB Investment Partners, LLC 0.01% New 810 $261K
Smith Salley Wealth Management 0.02% New 809 $261K
Obsidian Cio, LLC 0.04% New 809 $261K
Pension & Wealth Management Advisors, Inc. 0.09% Add +2.4% 808 $261K
Rollins Financial Advisors, LLC 0.04% New 808 $261K
Thrive Wealth Management, LLC 0.04% New 807 $261K
Elyxium Wealth, LLC 0.10% New 805 $260K
Lake Hills Wealth Management, LLC 0.15% New 804 $259K
Farmers Trust Co. 0.05% New 803 $259K
Jacksonville Wealth Management, LLC 0.21% New 802 $259K
United Advisor Group, LLC 0.04% New 801 $259K
BOCHK Asset Management Ltd 0.07% Reduce -98.3% 800 $258K
Cary Street Partners Investment Advisory LLC 0.12% Add +9.6% 799 $258K
Forvis Mazars Wealth Advisors, LLC 0.01% New 799 $258K
Polymer Capital Management (US) LLC 0.04% Reduce -27.6% 792 $256K
Dark Forest Capital Management LP 0.01% New 792 $256K
Cidel Asset Management Inc. 0.02% New 790 $255K
Wellspring Financial Advisors, LLC 0.02% New 789 $255K
Burke & Herbert Bank & Trust Co. 0.06% New 789 $255K
True Freedom Investing, LLC 0.10% — 787 $254K
Soltis Investment Advisors LLC 0.02% New 785 $253K
Means Investment Co., Inc. 0.02% New 785 $253K
Advocate Group LLC 0.05% New 782 $252K
Certior Financial Group, LLC 0.19% New 780 $252K
Verus Capital Partners, LLC 0.02% New 779 $251K
AMG National Trust Bank 0.01% New 777 $251K
FineMark National Bank & Trust 0.01% New 776 $250K
MSH Capital Advisors LLC 0.07% New 772 $249K
Huntleigh Advisors, Inc. 0.05% New 772 $249K
Argus Investors' Counsel, Inc. 0.18% New 765 $247K
LeConte Wealth Management, LLC 0.17% New 765 $247K
Community Bank, N.A. 0.03% No change 765 $247K
N.E.W. Advisory Services LLC 0.02% Add +4.1% 764 $247K
Momentum Wealth Planning, LLC 0.21% — 761 $246K
SkyOak Wealth, LLC 0.05% Reduce -39.6% 761 $246K
Edgemoor Investment Advisors, Inc. 0.02% New 760 $245K
Sit Investment Associates Inc. 0.01% No change 760 $245K
Alphadyne Asset Management LP 0.74% New 756 $244K
Novem Group 0.03% New 756 $244K
US Asset Management LLC 0.21% Reduce -48.4% 755 $244K
First Western Trust Bank 0.01% New 754 $243K
Moss Adams Wealth Advisors LLC 0.02% New 750 $242K
Parisi Gray Wealth Management 0.07% New 748 $241K
Versant Capital Management, Inc 0.04% Add +115.6% 748 $241K
Hantz Financial Services, Inc. 0.00% Add +29.0% 748 $241K
Curat Global, LLC 0.23% Reduce -7.8% 745 $240K
Crescent Grove Advisors, LLC 0.02% New 741 $239K
Astoria Portfolio Advisors LLC. 0.07% New 742 $239K
Mitchell McLeod Pugh & Williams Inc. 0.04% New 738 $238K
Simmons Bank 0.02% New 737 $238K
Trinity Legacy Partners, LLC 0.06% New 771 $238K
Bridgewealth Advisory Group, LLC 0.06% New 735 $237K
Addison Capital Co 0.08% New 734 $237K
Meridian Wealth Advisors, LLC 0.04% New 732 $236K
Iams Wealth Management, LLC 0.11% New 729 $235K
WT Wealth Management 0.07% New 725 $234K
Douglas Lane & Associates, LLC 0.00% New 725 $234K
First Foundation Advisors 0.01% New 724 $234K
Traynor Capital Management, Inc. 0.02% Reduce -97.1% 758 $233K
Redwood Wealth Management Group, LLC 0.11% New 722 $233K
Crown Wealth Group, LLC 0.09% New 722 $233K
HC Advisors, LLC 0.16% New 721 $233K
Postrock Partners LLC 0.11% New 721 $233K
Plancorp, LLC 0.01% New 721 $233K
First National Trust Co 0.01% New 713 $230K
Investor's Fiduciary Advisor Network, LLC 0.09% New 713 $230K
Biltmore Family Office, LLC 0.04% New 712 $230K
Quartz Partners, LLC 0.10% New 710 $229K
Beacon Investment Advisory Services, Inc. 0.01% New 710 $229K
Pine Harbor Wealth Management, LLC 0.08% New 708 $229K
Summit X, LLC 0.04% New 708 $228K
Johnson Bixby & Associates, LLC 0.03% New 706 $228K
Mayflower Financial Advisors, LLC 0.03% New 705 $228K
Hilltop National Bank 0.06% — 705 $228K
Johnson Financial Group, Inc. 0.01% No change 704 $227K
Patrick M Sweeney & Associates, Inc. 0.16% New 728 $227K
Zions Bancorporation, National Association 0.01% Reduce -23.4% 703 $227K
MPS Loria Financial Planners, LLC 0.07% New 703 $227K
Asset Allocation & Management Company, LLC 0.11% New 699 $226K
Frisch Financial Group, Inc. 0.06% New 701 $226K
Bravias Capital Group, LLC 0.17% New 700 $226K
Bedell Frazier Investment Counselling, LLC 0.06% New 698 $225K
Zhang Financial LLC 0.01% New 697 $225K
Bluespring Wealth Management, LLC 0.02% New 696 $225K
Cove Private Wealth, LLC 0.08% New 693 $224K
Colorado Capital Management, Inc. 0.10% New 688 $222K
Mystic Asset Management, Inc. 0.05% New 687 $222K
Certified Advisory Corp 0.02% New 685 $221K
Foster Group, Inc. 0.01% New 685 $221K
Up Strategic Wealth Investment Advisors LLC 0.17% New 684 $221K
Ipswich Investment Management Co., Inc. 0.05% New 683 $220K
Guardian Wealth Advisors, LLC / NC 0.02% New 683 $220K
McClarren Financial Advisors, Inc. 0.14% Add +0.3% 683 $220K
Gateway Wealth Partners, LLC 0.04% New 682 $220K
Cyr Financial Inc. 0.17% New 682 $220K
Forefront Wealth Management Inc. 0.18% Reduce -92.3% 679 $219K
Pallas Capital Advisors LLC 0.01% New 679 $219K
First Commonwealth Financial Corp 0.05% New 678 $219K
Connecticut Wealth Management, LLC 0.01% New 677 $219K
Valley Brook Capital Group, Inc. 0.16% New 676 $218K
National Wealth Management Group, LLC 0.12% New 674 $218K
Liberty Capital Management, Inc. 0.04% New 674 $218K
Stock Yards Bank & Trust Co. 0.01% New 668 $216K
Pinnacle Financial Partners Inc 0.00% New 668 $216K
Yoffe Investment Management, LLC 0.29% New 666 $215K
Moloney Securities Asset Management, LLC 0.03% New 665 $215K
Eaton Financial Holdings Company, LLC 0.07% New 663 $214K
Bogart Wealth, LLC 0.01% Add +13.5% 663 $214K
Lodestone Wealth Management LLC 0.10% New 661 $213K
Hedeker Wealth, LLC 0.05% New 661 $213K
CVA Family Office, LLC 0.03% Add +8.4% 661 $213K
Fort Point Capital Partners LLC 0.02% New 657 $212K
Sentry Investment Management LLC 0.12% No change 677 $212K
Allstate Corp. 0.02% Reduce -91.8% 653 $211K
DF Dent & Co. Inc. 0.00% New 653 $211K
Deltec Asset Management LLC 0.04% New 650 $210K
Crowley Wealth Management, Inc. 0.19% Add +11.0% 607 $209K
Keystone Financial Services 0.07% New 638 $206K
Rosenberg Matthew Hamilton 0.05% No change 637 $206K
Stone Run Capital, LLC 0.08% New 636 $205K
Balefire, LLC 0.04% New 634 $205K
Ergawealth Advisors, Inc. 0.09% New 632 $204K
Destination Wealth Management 0.01% New 631 $204K
Rakuten Securities, Inc. 0.08% Reduce -43.1% 629 $203K
Houlihan Financial Resource Group, Ltd. 0.08% New 583 $203K
Conscious Wealth Investments, LLC 0.13% New 612 $202K
Garde Capital, Inc. 0.01% No change 624 $201K
Delta Asset Management LLC 0.02% No change 623 $201K
Winthrop Advisory Group LLC 0.02% New 622 $201K
Madison Wealth Partners, Inc 0.04% New 622 $201K
Berkshire Money Management, Inc. 0.02% New 620 $200K
Intact Investment Management Inc. 0.01% Reduce -45.4% 602 $194K
Monetary Management Group Inc. 0.05% Add +4.3% 600 $194K
Cornerstone Planning Group LLC 0.04% Add +31.2% 563 $193K
MV Capital Management, Inc. 0.02% Add +2.9% 598 $193K
First United Bank & Trust 0.07% No change 598 $193K
St Germain D J Co. Inc. 0.01% Add +144.7% 597 $193K
Hazlett, Burt & Watson, Inc. 0.08% Add +14.7% 594 $192K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -37.0% 590 $190K
TD Private Client Wealth LLC 0.00% Reduce -52.9% 584 $188K
Citizens National Bank Trust Department 0.04% No change 583 $188K
Icon Wealth Advisors, LLC 0.01% New 581 $188K
Heartland Advisors Inc. 0.01% Reduce -91.0% 568 $183K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +2.5% 564 $182K
GW&K Investment Management, LLC 0.00% Add +13.1% 553 $178K
Global Trust Asset Management, LLC 0.09% Add +569.5% 549 $177K
Ostrum Asset Management 0.01% Reduce -2.9% 544 $176K
Eastern Bank 0.00% Reduce -15.3% 543 $175K
Tortoise Investment Management, LLC 0.02% Add +2.5% 539 $174K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.8% 516 $167K
Trifecta Capital Advisors, LLC 0.03% Add +3173.3% 491 $158K
Chapman Financial Group, LLC 0.13% — 477 $154K
Hoey Investments, Inc. 0.02% Reduce -12.7% 466 $150K
Steph & Co. 0.05% No change 462 $149K
Paradigm Asset Management Co. LLC 0.04% No change 451 $146K
AlphaCore Capital LLC 0.01% New 438 $141K
AllSquare Wealth Management LLC 0.08% No change 428 $138K
Strategic Wealth Partners, Ltd. 0.01% — 428 $138K
Park Place Capital Corp 0.03% Reduce -4.7% 445 $137K
Crewe Advisors LLC 0.02% Reduce -17.5% 424 $137K
Archer Investment Corp 0.03% No change 420 $136K
Hughes Financial Services, LLC 0.02% Add +0.3% 382 $129K
Boit C F David 0.06% No change 400 $129K
Lavaca Capital LLC 0.05% No change 400 $129K
Redwood Park Advisors LLC 0.10% No change 398 $129K
Cullen/Frost Bankers, Inc. 0.00% Add +358.8% 390 $126K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +35.1% 385 $124K
Armstrong Advisory Group, Inc. 0.01% Add +28.9% 384 $124K
McIlrath & Eck, LLC 0.01% Add +111.7% 381 $123K
Nova Wealth Management, Inc. 0.09% Add +3.9% 371 $120K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 371 $120K
LRI Investments, LLC 0.01% Add +19.9% 367 $118K
Towne Trust Company, N.A 0.04% No change 366 $118K
City State Bank 0.04% No change 356 $115K
Pin Oak Investment Advisors Inc. 0.10% No change 564 $113K
Centricity Wealth Management, LLC 0.09% No change 346 $112K
Berbice Capital Management LLC 0.08% Add +126.7% 340 $110K
Alpine Bank Wealth Management 0.02% Add +107.3% 340 $110K
Asset Planning,Inc 0.08% Add +17.9% 330 $107K
Capital Analysts, LLC 0.00% Add +0.3% 323 $104K
Operose Advisors LLC 0.03% No change 317 $102K
Ameriflex Group, Inc. 0.05% Add +124.8% 317 $102K
SOA Wealth Advisors, LLC. 0.02% Add +0.3% 316 $102K
Rational Advisors, Inc. 0.01% Reduce -21.0% 312 $101K
Hemington Wealth Management 0.01% Reduce -0.3% 309 $99K
Cape Investment Advisory, Inc. 0.04% Add +15200.0% 306 $99K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +16.5% 304 $98K
Fourth Dimension Wealth, LLC 0.04% New 300 $97K
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.05% No change 300 $97K
Robbins Farley 0.04% No change 299 $97K
Brown, Lisle/Cummings, Inc. 0.03% No change 299 $97K
Dynamic Wealth Strategies, LLC 0.07% No change 297 $96K
Covestor Ltd 0.06% Add +7.0% 289 $94K
Nvwm, LLC 0.02% Reduce -94.0% 288 $93K
Sachetta, LLC 0.04% Reduce -32.5% 287 $93K
Beacon Capital Management, LLC 0.01% Add +8.4% 283 $91K
MJT & Associates Financial Advisory Group, Inc. 0.11% No change 281 $91K
Investment Research & Advisory Group, Inc. 0.03% New 280 $90K
Fortis Group Advisors, LLC 0.02% No change 277 $89K
Bruce G. Allen Investments, LLC 0.07% Add +4.6% 271 $87K
Tompkins Financial Corp. 0.01% No change 267 $86K
DT Investment Partners, LLC 0.01% No change 267 $86K
CBIZ Investment Advisory Services, LLC 0.00% Add +1230.0% 266 $86K
Peoples Financial Services Corp. 0.04% No change 266 $86K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -67.0% 251 $81K
Albion Financial Group 0.01% Add +21.8% 251 $81K
Millstone Evans Group, LLC 0.06% No change 250 $81K
Fortitude Family Office, LLC 0.03% Add +4.7% 247 $80K
Bernard Wealth Management Corp. 0.04% No change 242 $78K
Sierra Ocean, LLC 0.06% Add +0.8% 238 $77K
Concord Wealth Partners 0.01% Add +17.0% 234 $76K
Ransom Advisory, Ltd 0.04% No change 233 $75K
Evolution Advisers, Inc. 0.04% No change 232 $75K
Twin Peaks Wealth Advisors, LLC 0.02% New 221 $75K
Farmers & Merchants Investments Inc. 0.00% Add +0.4% 227 $73K
Pinney & Scofield, Inc. 0.05% No change 220 $71K
Capital Advisors, Ltd. LLC 0.01% Reduce -3.6% 215 $69K
WPG Advisers, LLC 0.06% Add +371.1% 212 $69K
Salomon & Ludwin, LLC 0.01% No change 222 $68K
Rise Advisors, LLC 0.03% Add +1.4% 211 $68K
Missouri Trust & Investment Co 0.02% No change 208 $67K
Optimum Investment Advisors 0.03% No change 207 $67K
Silvant Capital Management LLC 0.00% No change 207 $67K
Activest Wealth Management 0.02% Add +227.0% 206 $66K
Holos Integrated Wealth LLC 0.04% No change 198 $66K
Opal Wealth Advisors, LLC 0.02% Add +25.1% 204 $66K
Burkett Financial Services, LLC 0.02% Reduce -9.5% 191 $62K
Dagco, Inc. 0.02% No change 191 $62K
Stone House Investment Management, LLC 0.01% No change 188 $61K
Catalyst Capital Advisors LLC 0.00% Reduce -22.6% 188 $61K
Barrett & Company, Inc. 0.02% Add +15.6% 185 $60K
NewSquare Capital LLC 0.00% Add +111.5% 184 $59K
Reyes Financial Architecture, Inc. 0.05% No change 183 $59K
Delos Wealth Advisors, LLC 0.05% New 179 $58K
GHP Investment Advisors, Inc. 0.00% No change 176 $57K
Deseret Mutual Benefit Administrators 0.03% No change 174 $56K
Private Wealth Management Group, LLC 0.02% Reduce -4.4% 173 $56K
Bell Investment Advisors, Inc 0.01% Add +8.2% 171 $55K
Plante Moran Financial Advisors, LLC 0.00% Reduce -70.8% 168 $54K
Boyd Watterson Asset Management LLC 0.02% No change 167 $54K
Signature Resources Capital Management, LLC 0.03% New 166 $54K
Raelipskie Partnership 0.02% No change 166 $54K
First Financial Corp. 0.02% No change 166 $54K
Hanson & Doremus Investment Management 0.01% No change 163 $53K
Acadian Asset Management LLC 0.00% Reduce -99.4% 165 $53K
Financial Perspectives, Inc 0.02% No change 160 $52K
GPS Wealth Strategies Group, LLC 0.01% Add +183.6% 156 $50K
Asset Dedication, LLC 0.00% Reduce -0.6% 155 $50K
Anchor Investment Management, LLC 0.00% No change 154 $50K
Bfsg, LLC 0.01% Reduce -4.9% 154 $50K
Clearstead Trust, LLC 0.01% Add +8.5% 153 $49K
Stephens Consulting, LLC 0.01% Add +4.1% 152 $49K
TCTC Holdings, LLC 0.00% No change 148 $48K
Whipplewood Advisors, LLC 0.03% Reduce -23.3% 145 $47K
Heritage Wealth Advisors 0.00% No change 141 $46K
Ridgewood Investments LLC 0.02% No change 141 $46K
BankPlus Trust Department 0.01% No change 136 $44K
Financial Management Professionals, Inc. 0.00% Add +6.4% 133 $43K
CoreFirst Bank & Trust 0.02% New 133 $43K
Medallion Wealth Advisors, LLC 0.02% Reduce -23.4% 131 $42K
HM Payson & Co. 0.00% No change 122 $39K
SouthState Bank Corp 0.00% Add +0.8% 120 $39K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 119 $38K
E Fund Management (Hong Kong) Co., Ltd. 0.04% No change 117 $38K
TruNorth Capital Management, LLC 0.01% No change 117 $38K
Richardson Capital Management LLC 0.02% No change 116 $37K
CNB Bank 0.02% No change 116 $37K
Valley National Advisers Inc. 0.01% Add +116.7% 117 $37K
Fairman Group, LLC 0.03% No change 114 $37K
SRH Advisors, LLC 0.01% No change 113 $36K
Arlington Trust Co LLC 0.01% Add +0.9% 113 $36K
Atlas Capital Advisors Inc. 0.00% No change 112 $36K
Solstein Capital, LLC 0.02% New 110 $36K
Ascentis Wealth Management, LLC 0.01% No change 115 $35K
TD Capital Management LLC 0.00% Add +10800.0% 109 $35K
Sunbelt Securities, Inc. 0.00% Reduce -19.1% 157 $35K
Richardson Financial Services Inc. 0.02% Add +0.9% 113 $35K
Smithfield Trust Co 0.00% No change 106 $34K
Oakworth Capital, Inc. 0.00% No change 103 $33K
Smallwood Wealth Investment Management, LLC 0.02% Add +100.0% 100 $32K
Kiker Wealth Management, LLC 0.02% No change 100 $32K
Flagship Wealth Advisors, LLC 0.01% No change 100 $32K
West Branch Capital LLC 0.01% No change 91 $29K
High Note Wealth, LLC 0.01% No change 90 $29K
Sittner & Nelson, LLC 0.01% No change 87 $28K
Gen-Wealth Partners Inc 0.01% No change 84 $27K
2UniFi Bank 0.02% Reduce -30.3% 83 $27K
Loomis Sayles & Co. L P 0.00% New 82 $26K
PrairieView Partners, LLC 0.00% No change 79 $25K
Center for Financial Planning, Inc. 0.00% Reduce -58.4% 77 $25K
Frazier Financial Advisors, LLC 0.02% Add +28.8% 76 $25K
Cedar Mountain Advisors, LLC 0.01% Add +1.3% 76 $24K
Compass Financial Services Inc 0.01% No change 75 $24K
Iron Horse Wealth Management, LLC 0.01% Reduce -3.9% 75 $24K
REAP Financial Group, LLC 0.01% No change 75 $24K
Physician Wealth Advisors, Inc. 0.00% Add +87.5% 75 $24K
Avion Wealth 0.01% Add +49.0% 76 $24K
Truvestments Capital LLC 0.00% Reduce -60.5% 68 $22K
FSA Wealth Management LLC 0.01% No change 68 $22K
Howard Hughes Medical Institute 0.01% New 67 $22K
Piscataqua Savings Bank 0.02% No change 66 $21K
Robinswood Financial LLC 0.01% No change 66 $21K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -98.1% 66 $21K
Ulland Investment Advisors, LLC 0.02% No change 66 $21K
Roble, Belko & Company, Inc 0.00% No change 66 $21K
Investors Research Corp 0.00% Add +1180.0% 64 $21K
Creative Capital Management Investments LLC 0.01% No change 63 $20K
Mascoma Wealth Management LLC 0.00% No change 62 $20K
Bangor Savings Bank 0.00% No change 61 $20K
Proffitt & Goodson Inc. 0.00% No change 61 $20K
Atwood & Palmer Inc. 0.00% No change 61 $20K
Olistico Wealth, LLC 0.01% No change 59 $19K
Ogorek Anthony Joseph /NY/ 0.01% Add +30.4% 60 $19K
JDM Financial Group LLC 0.01% No change 58 $19K
Indiana Trust & Investment Management Co 0.01% No change 58 $19K
Clean Yield Group 0.01% No change 58 $19K
Hopwood Financial Services, Inc. 0.01% No change 56 $18K
Park Square Financial Group, LLC 0.01% Add +7.7% 56 $18K
Abound Wealth Management 0.00% Add +8.3% 52 $17K
Banque Transatlantique SA 0.00% Reduce -72.2% 50 $16K
Pingora Partners LLC 0.01% No change 50 $16K
FWL Investment Management, LLC 0.00% Reduce -37.5% 50 $16K
Westside Investment Management, Inc. 0.00% New 50 $15K
Cherry Tree Wealth Management, LLC 0.00% No change 47 $15K
Highline Wealth Partners LLC 0.00% Reduce -6.7% 42 $14K
Dogwood Wealth Management LLC 0.01% Add +1950.0% 41 $13K
Quest 10 Wealth Builders, Inc. 0.01% No change 40 $13K
Raffa Wealth Management, LLC 0.00% No change 38 $12K
Semmax Financial Advisors Inc. 0.00% Reduce -5.3% 36 $12K
Legacy Investment Solutions, LLC 0.01% — 37 $12K
Legacy Wealth Managment, LLC 0.01% Add +85.0% 37 $12K
Thompson Investment Management, Inc. 0.00% No change 36 $12K
Walleye Capital LLC 0.00% Reduce -99.5% 36 $12K
Tower View Wealth Management LLC 0.01% Reduce -12.5% 35 $11K
WFA of San Diego, LLC 0.01% — 35 $11K
Putney Financial Group LLC 0.01% No change 33 $11K
Country Trust Bank 0.00% New 33 $11K
Painted Porch Advisors LLC 0.00% No change 32 $10K
Caldwell Sutter Capital, Inc. 0.00% No change 32 $10K
Curio Wealth, LLC 0.00% Add +3000.0% 31 $10K
Coston, McIsaac & Partners 0.00% No change 31 $10K
Paladin Advisory Group, LLC 0.01% No change 29 $9K
Clark Wealth Partners 0.01% Add +64.7% 28 $9K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 28 $9K
United Community Bank 0.00% No change 28 $9K
True Wealth Design, LLC 0.00% Add +50.0% 27 $9K
Dunhill Financial, LLC 0.00% Reduce -62.7% 25 $8K
1620 Investment Advisors, Inc. 0.01% No change 25 $8K
Penserra Capital Management LLC 0.00% No change 27 $8K
Godsey & Gibb, Inc. 0.00% No change 24 $8K
Beaird Harris Wealth Management, LLC 0.00% Add +91.7% 23 $7K
Webster Bank, N. A. 0.00% Reduce -83.5% 23 $7K
WealthTrak Capital Management LLC 0.01% Add +144.4% 22 $7K
Aspect Partners, LLC 0.00% No change 22 $7K
Centennial Bank 0.00% New 22 $7K
Addison Advisors LLC 0.00% No change 21 $7K
Kilter Group LLC 0.00% New 20 $6K
Colonial Trust Co / SC 0.00% Reduce -4.8% 20 $6K
IMG Wealth Management, Inc. 0.00% New 19 $6K
TFC Financial Management, Inc. 0.00% No change 17 $5K
Principia Wealth Advisory, LLC 0.00% Add +23.1% 16 $5K
IAG Wealth Partners, LLC 0.00% No change 16 $5K
Motco 0.00% No change 14 $5K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.3% 15 $5K
Barnes Dennig Private Wealth Management LLC 0.01% Add +133.3% 14 $5K
Core Alternative Capital 0.00% No change 14 $5K
SJS Investment Consulting Inc. 0.00% Reduce -41.7% 14 $5K
Valued Wealth Advisors LLC 0.00% Reduce -35.0% 13 $4K
Kessler Investment Group, LLC 0.00% Reduce -75.0% 13 $4K
Main Street Group, LTD 0.00% No change 13 $4K
Rialto Wealth Management, LLC 0.00% Add +160.0% 13 $4K
Colonial Trust Advisors 0.00% Reduce -74.5% 13 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +85.7% 13 $4K
Wood Tarver Financial Group, LLC 0.00% No change 14 $4K
HHM Wealth Advisors, LLC 0.00% No change 12 $4K
Transce3nd, LLC 0.00% No change 11 $4K
Berkshire Capital Holdings Inc. 0.00% No change 10 $3K
S&T Bank 0.00% Add +66.7% 10 $3K
Evergreen Private Wealth LLC 0.00% New 9 $3K
Cedar Wealth Management, LLC 0.00% No change 9 $3K
Strengthening Families & Communities, LLC 0.00% Add +33.3% 8 $3K
PayPay Securities Corp 0.13% Reduce -11.1% 8 $3K
Tidemark, LLC 0.00% Reduce -65.0% 7 $2K
Parkworth Wealth Management, Inc. 0.00% Add +75.0% 7 $2K
Mark Sheptoff Financial Planning, LLC 0.00% New 7 $2K
American Capital Advisory, LLC 0.00% New 6 $2K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 6 $2K
Quaker Wealth Management, LLC 0.00% — 5 $2K
Toth Financial Advisory Corp. 0.00% Reduce -28.6% 5 $2K
Bellevue Asset Management, LLC 0.00% No change 5 $2K
Evermay Wealth Management LLC 0.00% No change 3 $999
DecisionPoint Financial, LLC 0.00% New 3 $924
Clear Investment Research, LLC 0.00% No change 2 $647
Total Investment Management Inc. 0.00% New 2 $646
IMA Advisory Services, Inc. 0.00% New 2 $646
DHJJ Financial Advisors, Ltd. 0.00% No change 1 $323

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