CMS EnergyCMS
13F holders, Q1 2024 (March 31)663holders
6famous investors
$60.30avg. 13F price*
At the end of Q1 2024, 663 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock Inc. ($1.6B) and JPMorgan Chase & Co. ($1.4B). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $96.5M |
| Exits | 41 | $91.6M |
Ownership 663 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.6% | 36,805,809 | $2.2B |
| BlackRock Inc. | 0.04% | Reduce -7.2% | 27,206,390 | $1.6B |
| JPMorgan Chase & Co. | 0.12% | Add +14.0% | 22,662,964 | $1.4B |
| State Street Corp. | 0.05% | Add +4.3% | 17,932,319 | $1.1B |
| Geode Capital Management, LLC | 0.04% | Add +5.0% | 7,115,928 | $428.3M |
| Ameriprise Financial Inc. | 0.11% | Add +1.9% | 6,785,710 | $409.4M |
| Morgan Stanley | 0.03% | Reduce -2.9% | 6,483,889 | $391.2M |
| Wells Fargo & Company | 0.10% | Add +7.4% | 6,334,561 | $382.2M |
| Capital International Investors | 0.08% | Reduce -0.2% | 6,196,207 | $373.9M |
| Invesco Ltd. | 0.06% | Reduce -0.7% | 4,684,310 | $282.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.29% | Reduce -3.3% | 4,163,852 | $251.2M |
| Amundi | 0.10% | Reduce -1.4% | 4,039,983 | $236.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -8.2% | 3,699,204 | $223.2M |
| Goldman Sachs Group Inc. | 0.05% | Add +17.2% | 3,690,939 | $222.7M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -31.1% | 3,619,975 | $218.4M |
| Legal & General Group Plc | 0.06% | Add +1.5% | 3,546,955 | $214.0M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -1.1% | 3,417,050 | $206.2M |
| Pictet Asset Management Holding SA | 0.22% | Reduce -24.1% | 3,412,259 | $205.9M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +11484.4% | 3,077,060 | $185.7M |
| Franklin Resources Inc. | 0.06% | Reduce -6.4% | 2,921,683 | $176.3M |
| FIL Ltd | 0.17% | Add +0.0% | 2,883,539 | $174.0M |
| Northern Trust Corp. | 0.03% | Reduce -4.5% | 2,782,889 | $167.9M |
| Capital Research Global Investors | 0.04% | Reduce -50.9% | 2,747,739 | $165.8M |
| Perpetual Ltd | 1.54% | Add +5.4% | 2,607,102 | $157.3M |
| Bank of America Corp. | 0.01% | Add +4.8% | 2,396,174 | $144.6M |
| Norges Bank | 0.02% | Add +15.8% | 2,212,735 | $133.5M |
| Magellan Asset Management Ltd | 1.26% | Reduce -21.4% | 2,189,510 | $132.1M |
| Jennison Associates LLC | 0.08% | Add +0.1% | 2,077,855 | $125.4M |
| Duff & Phelps Investment Management Co. | 1.46% | Reduce -7.3% | 2,017,775 | $121.8M |
| American Century Companies Inc. | 0.08% | Add +0.5% | 1,993,680 | $120.3M |
| ExodusPoint Capital Management, LP | 1.40% | Reduce -52.3% | 1,873,659 | $113.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 1,735,059 | $104.7M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -18.7% | 1,664,359 | $102.9M |
| California Public Employees Retirement System | 0.07% | Reduce -6.3% | 1,698,131 | $102.5M |
| Deutsche Bank AG | 0.05% | Add +100.8% | 1,607,853 | $97.0M |
| Prudential Financial Inc. | 0.14% | Add +629.1% | 1,590,955 | $96.0M |
| Macquarie Group Ltd. | 0.10% | Add +2.1% | 1,503,372 | $90.7M |
| Reaves W H & Co. Inc. | 3.27% | Reduce -17.6% | 1,481,220 | $89.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -4.6% | 1,391,294 | $84.0M |
| DekaBank Deutsche Girozentrale | 0.15% | Add +46.2% | 1,332,892 | $79.3M |
| Brookfield Corp | 0.43% | Reduce -9.9% | 1,206,697 | $72.8M |
| First Trust Advisors LP | 0.07% | Add +479.8% | 1,177,322 | $71.0M |
| Ceredex Value Advisors LLC | 1.22% | Reduce -6.0% | 1,156,107 | $69.8M |
| HSBC Holdings PLC | 0.05% | Add +7.7% | 1,154,166 | $69.6M |
| Aberdeen Group plc | 0.13% | Add +2.8% | 1,139,030 | $68.7M |
| HITE Hedge Asset Management LLC | 6.83% | Add +45.1% | 1,127,711 | $68.0M |
| UniSuper Management Pty Ltd | 0.64% | Add +15.8% | 1,115,361 | $67.3M |
| Lord, Abbett & Co. LLC | 0.22% | Add +221.2% | 1,113,989 | $67.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.9% | 1,047,871 | $63.2M |
| D. E. Shaw & Co. | 0.09% | Add +1328.1% | 1,039,314 | $62.7M |
| UBS Group AG | 0.02% | Reduce -3.9% | 1,034,589 | $62.4M |
| Bank of Montreal | 0.02% | Reduce -30.6% | 1,002,680 | $60.1M |
| Millennium Management | 0.05% | Reduce -30.3% | 988,533 | $59.6M |
| Credit Suisse AG/ | 0.06% | Reduce -2.7% | 974,544 | $58.8M |
| Cohen & Steers, Inc. | 0.12% | Reduce -8.8% | 942,276 | $56.9M |
| Energy Income Partners, LLC | 1.11% | Add +8.3% | 898,774 | $54.2M |
| Soroban Capital Partners LP | 0.80% | Add +106.0% | 881,302 | $53.2M |
| Swiss National Bank | 0.04% | Reduce -4.2% | 873,800 | $52.7M |
| 1832 Asset Management L.P. | 0.10% | Reduce -42.0% | 873,370 | $52.7M |
| STRS Ohio | 0.21% | Add +13.8% | 868,614 | $52.4M |
| Zimmer Partners, LP | 1.13% | Add +448.5% | 860,524 | $51.9M |
| APG Asset Management N.V. | 0.09% | Add +1.1% | 919,875 | $51.4M |
| Caisse de depot et placement du Quebec | 0.12% | Reduce -70.6% | 816,340 | $49.3M |
| Barclays PLC | 0.02% | Reduce -6.2% | 813,392 | $49.1M |
| Citadel Advisors | 0.05% | Add +2249.9% | 778,782 | $47.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +47.1% | 775,454 | $46.8M |
| iA Global Asset Management Inc. | 0.94% | Reduce -0.8% | 764,234 | $46.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.9% | 749,348 | $45.2M |
| ING Groep NV | 0.31% | Add +53.5% | 746,280 | $45.0M |
| Royal Bank of Canada | 0.01% | Reduce -1.0% | 740,739 | $44.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.83% | Reduce -26.7% | 740,680 | $44.7M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -17.1% | 690,290 | $41.7M |
| Schonfeld Strategic Advisors LLC | 0.32% | Add +112.5% | 672,603 | $40.6M |
| Partners Group Holding AG | 3.64% | Reduce -4.2% | 665,158 | $40.1M |
| Miller Howard Investments Inc. | 1.31% | Add +19.8% | 660,031 | $39.8M |
| Victory Capital Management Inc. | 0.04% | Add +28.5% | 642,534 | $38.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.24% | Add +6.7% | 583,885 | $35.2M |
| TD Asset Management Inc | 0.03% | Reduce -6.0% | 581,408 | $35.1M |
| Rhumbline Advisers | 0.03% | Reduce -3.0% | 580,691 | $35.0M |
| Truist Financial Corp. | 0.05% | Add +3.5% | 566,073 | $34.2M |
| Citigroup Inc. | 0.04% | Reduce -23.0% | 536,772 | $32.4M |
| Aviva PLC | 0.11% | Add +7.7% | 514,285 | $31.0M |
| FMR LLC | 0.00% | Reduce -49.9% | 488,234 | $29.5M |
| M&T Bank Corp | 0.10% | Add +6.2% | 469,372 | $28.3M |
| Bahl & Gaynor LLC | 0.15% | Add +42.8% | 461,409 | $27.8M |
| AMF Tjanstepension AB | 0.21% | Add +150.1% | 452,333 | $27.3M |
| National Pension Service | 0.03% | Add +1.4% | 426,127 | $25.7M |
| Assenagon Asset Management S.A. | 0.07% | Reduce -21.3% | 406,786 | $24.5M |
| California State Teachers Retirement System | 0.03% | Reduce -3.9% | 391,922 | $23.6M |
| Principal Financial Group Inc. | 0.01% | Add +2.8% | 382,597 | $23.1M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +8.5% | 362,163 | $22.2M |
| Ensign Peak Advisors, Inc | 0.04% | Add +112.6% | 364,635 | $22.0M |
| RWC Asset Management LLP | 1.65% | Reduce -6.1% | 360,730 | $21.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +16.4% | 352,451 | $21.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.1% | 342,887 | $20.7M |
| Capital Group Private Client Services, Inc. | 0.20% | Add +12.5% | 323,489 | $19.5M |
| Bruce & Co., Inc. | 6.42% | No change | 316,000 | $19.1M |
| Panagora Asset Management Inc. | 0.10% | Add +300.1% | 313,311 | $18.9M |
| Yaupon Capital Management LP | 1.62% | Reduce -16.0% | 310,113 | $18.7M |
| Renaissance Technologies | 0.03% | Add +72.5% | 300,600 | $18.1M |
| Susquehanna Fundamental Investments, LLC | 0.83% | New | 294,144 | $17.7M |
| Sei Investments Co. | 0.03% | Reduce -2.9% | 290,469 | $17.5M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +1.9% | 288,761 | $17.4M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -21.1% | 282,099 | $17.0M |
| New York State Teachers Retirement System | 0.04% | Reduce -5.3% | 281,426 | $17.0M |
| Public Employees Retirement Association of Colorado | 0.07% | Add +787.9% | 278,321 | $16.8M |
| National Bank of Canada | 0.03% | Reduce -4.7% | 260,268 | $16.4M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -2.1% | 268,274 | $16.2M |
| Raymond James & Associates | 0.01% | Reduce -30.5% | 265,754 | $16.0M |
| Teacher Retirement System of Texas | 0.10% | Add +1879.9% | 265,388 | $16.0M |
| State of Wisconsin Investment Board | 0.04% | Add +38.7% | 262,227 | $15.8M |
| Keybank National Association | 0.06% | Reduce -5.2% | 255,768 | $15.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -24.3% | 254,177 | $15.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.2% | 252,529 | $15.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.2% | 252,531 | $15.2M |
| Tortoise Capital Advisors, L.L.C. | 0.21% | New | 250,513 | $15.1M |
| US Bancorp \de | 0.02% | Add +1.8% | 242,365 | $14.6M |
| LPL Financial LLC | 0.01% | Add +1.2% | 230,620 | $13.9M |
| Greenland Capital Management LP | 2.14% | Reduce -3.8% | 213,293 | $12.9M |
| Schroder Investment Management Group | 0.01% | Add +0.3% | 208,600 | $12.6M |
| Westwood Holdings Group Inc. | 0.10% | Add +17.7% | 202,319 | $12.2M |
| AE Wealth Management LLC | 0.13% | Reduce -17.6% | 193,206 | $11.7M |
| Gabelli Funds LLC | 0.09% | Reduce -0.8% | 192,817 | $11.6M |
| Illinois Municipal Retirement Fund | 0.16% | Reduce -13.6% | 175,908 | $10.6M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -3.2% | 175,231 | $10.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.9% | 174,322 | $10.5M |
| Hennessy Advisors Inc. | 0.44% | Reduce -3.5% | 171,898 | $10.4M |
| First American Trust, FSB | 1.08% | Add +11.9% | 171,406 | $10.3M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -1.1% | 171,378 | $10.3M |
| Comerica Bank | 0.04% | Reduce -5.7% | 170,800 | $10.3M |
| Eventide Asset Management, LLC | 0.16% | Reduce -39.6% | 168,668 | $10.2M |
| Nicholas Company, Inc. | 0.17% | Add +31.6% | 167,675 | $10.1M |
| State of Tennessee, Department of Treasury | 0.04% | Add +23.4% | 166,213 | $10.0M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -0.1% | 164,741 | $9.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.1% | 163,130 | $9.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -1.1% | 161,378 | $9.7M |
| Lombard Odier Asset Management (Europe) Ltd | 0.96% | Reduce -3.6% | 161,060 | $9.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -15.2% | 160,732 | $9.7M |
| Squarepoint Ops LLC | 0.04% | Reduce -69.5% | 154,859 | $9.3M |
| Nekton Capital Ltd. | 2.18% | New | 154,838 | $9.3M |
| OMERS ADMINISTRATION Corp | 0.11% | No change | 152,500 | $9.2M |
| Trexquant Investment LP | 0.17% | New | 145,410 | $8.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -34.0% | 143,963 | $8.6M |
| Covea Finance | 0.40% | No change | 140,800 | $8.5M |
| Voloridge Investment Management, LLC | 0.03% | Add +229.7% | 140,115 | $8.5M |
| Kettle Hill Capital Management, LLC | 2.00% | New | 136,214 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -3.1% | 133,894 | $8.1M |
| Bank of Nova Scotia | 0.02% | Reduce -79.2% | 131,486 | $7.9M |
| CIBC Asset Management Inc | 0.03% | Add +0.6% | 130,617 | $7.9M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.7% | 129,940 | $7.8M |
| Brasada Capital Management, LP | 1.41% | Add +164.8% | 129,600 | $7.8M |
| Howe & Rusling Inc. | 0.74% | Add +39.1% | 128,642 | $7.8M |
| New England Asset Management Inc. | 1.25% | Add +5.0% | 127,780 | $7.7M |
| AQR Capital Management | 0.01% | Reduce -3.2% | 127,230 | $7.6M |
| Crestline Management, L.P. | 0.71% | Add +360.2% | 124,253 | $7.5M |
| Mattern Capital Management, LLC | 1.01% | Add +8.5% | 123,466 | $7.4M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -11.8% | 117,969 | $7.1M |
| NewSquare Capital LLC | 0.61% | Add +1.1% | 116,277 | $6.9M |
| Duality Advisers, LP | 0.68% | Add +1854.4% | 114,193 | $6.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 113,785 | $6.9M |
| Voya Investment Management LLC | 0.01% | Reduce -2.6% | 110,890 | $6.7M |
| IFM Investors Pty Ltd | 0.07% | Add +1.5% | 98,898 | $6.0M |
| Point72 (DIFC) Ltd | 0.46% | — | 98,232 | $5.9M |
| Wellington Management Group LLP | 0.00% | Add +37.3% | 97,328 | $5.9M |
| Toronto Dominion Bank | 0.01% | Reduce -43.3% | 94,777 | $5.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | Add +12.3% | 92,569 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +7.8% | 91,912 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -20.3% | 91,619 | $5.5M |
| Stifel Financial Corp. | 0.01% | Reduce -12.3% | 89,135 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +2.0% | 88,583 | $5.4M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +30.4% | 85,045 | $5.1M |
| Point72 Hong Kong Ltd | 0.26% | Add +115.0% | 84,582 | $5.1M |
| Chartwell Investment Partners, LLC | 0.17% | Reduce -16.5% | 82,801 | $5.0M |
| Korea Investment CORP | 0.01% | Reduce -10.9% | 82,627 | $5.0M |
| Logan Capital Management Inc. | 0.21% | Add +6.2% | 82,539 | $5.0M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.5% | 81,647 | $4.9M |
| State of Michigan Retirement System | 0.03% | Add +1.0% | 80,699 | $4.9M |
| Calamos Advisors LLC | 0.03% | Reduce -63.5% | 80,629 | $4.9M |
| Arizona State Retirement System | 0.03% | Add +0.1% | 80,249 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | New | 77,448 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +11.3% | 77,315 | $4.7M |
| American International Group, Inc. | 0.02% | Add +0.6% | 76,972 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +56.8% | 74,719 | $4.5M |
| Intech Investment Management LLC | 0.06% | Add +575.7% | 74,273 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 73,534 | $4.4M |
| Van Eck Associates Corp. | 0.01% | Add +3.3% | 72,256 | $4.4M |
| Wedge Capital Management L L P | 0.07% | Reduce -28.0% | 72,096 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Add +9.9% | 71,187 | $4.3M |
| First American Bank | 0.32% | Add +20.3% | 71,059 | $4.3M |
| Assetmark, Inc. | 0.01% | Add +4.6% | 69,963 | $4.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.7% | 68,869 | $4.2M |
| Ausbil Investment Management Ltd | 2.04% | New | 67,725 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.1% | 66,057 | $4.0M |
| Retirement Systems of Alabama | 0.02% | Add +1.1% | 64,987 | $3.9M |
| DNB Asset Management AS | 0.02% | Add +5.6% | 64,511 | $3.9M |
| Pacer Advisors, Inc. | 0.01% | Reduce -14.9% | 63,097 | $3.8M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.0% | 60,851 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -16.4% | 60,357 | $3.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.0% | 59,952 | $3.6M |
| Corient Private Wealth LP | 0.01% | Add +9.6% | 58,495 | $3.5M |
| First Citizens Bank & Trust Co. | 0.07% | Add +19.2% | 57,922 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.3% | 56,647 | $3.4M |
| SilverOak Wealth Management LLC | 0.84% | Reduce -18.5% | 56,090 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -3.2% | 53,132 | $3.2M |
| Czech National Bank | 0.04% | Add +1.4% | 51,807 | $3.1M |
| Verition Fund Management LLC | 0.03% | Add +4.6% | 51,774 | $3.1M |
| Benjamin Edwards Inc. | 0.62% | Reduce -12.9% | 51,697 | $3.1M |
| Lazard Asset Management LLC | 0.00% | Add +48203.8% | 50,719 | $3.1M |
| Chatham Capital Group, Inc. | 0.56% | Add +4.9% | 50,682 | $3.1M |
| Utah Retirement Systems | 0.04% | No change | 50,308 | $3.0M |
| Forsta Ap-Fonden | 0.02% | Reduce -3.0% | 48,100 | $2.9M |
| Degroof Petercam Asset Management | 0.03% | Add +2.8% | 47,583 | $2.9M |
| Aquatic Capital Management LLC | 0.09% | New | 47,400 | $2.9M |
| Mesirow Institutional Investment Management, Inc. | 0.25% | Add +0.1% | 47,285 | $2.9M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 46,931 | $2.8M |
| Tredje AP-fonden | 0.03% | No change | 46,188 | $2.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +51.0% | 45,013 | $2.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +7.6% | 44,028 | $2.7M |
| Viking Fund Management LLC | 0.48% | New | 44,000 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -70.3% | 43,915 | $2.6M |
| Lanark Financial, Inc. | 0.25% | Reduce -1.9% | 43,392 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -42.6% | 42,151 | $2.5M |
| Sigma Planning Corp | 0.08% | Reduce -10.3% | 41,531 | $2.5M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -61.9% | 40,891 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.6% | 40,713 | $2.5M |
| New York Life Investment Management LLC | 0.02% | Reduce -2.8% | 40,207 | $2.4M |
| Xponance LLC | 0.03% | Add +5.9% | 39,915 | $2.4M |
| IFP Advisors, Inc | 0.10% | Add +163.8% | 39,484 | $2.4M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | Reduce -25.2% | 39,432 | $2.4M |
| ProShare Advisors LLC | 0.01% | Reduce -0.7% | 38,890 | $2.3M |
| USS Investment Management Ltd | 0.02% | Reduce -43.5% | 38,763 | $2.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.1% | 38,604 | $2.3M |
| Inspire Investing, LLC | 0.24% | New | 38,387 | $2.3M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +16.6% | 38,210 | $2.3M |
| Capital International Sarl | 0.08% | Add +45.3% | 38,095 | $2.3M |
| Cox Capital Mgt LLC | 1.41% | Add +6.1% | 37,871 | $2.3M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +26.9% | 37,208 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -11.4% | 36,829 | $2.2M |
| Marshall Wace, LLP | 0.00% | New | 36,347 | $2.2M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +4.8% | 35,832 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.3% | 35,853 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 35,326 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.4% | 35,275 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -14.7% | 34,850 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +3.7% | 34,834 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +4.1% | 33,891 | $2.0M |
| Creative Planning | 0.00% | Add +13.1% | 33,557 | $2.0M |
| Capital International, Inc. | 0.03% | Add +2.5% | 33,274 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Reduce -3.6% | 33,043 | $2.0M |
| Aigen Investment Management, LP | 0.41% | New | 31,372 | $1.9M |
| Engineers Gate Manager LP | 0.05% | Reduce -24.2% | 31,361 | $1.9M |
| WealthTrust Axiom LLC | 0.60% | No change | 31,100 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +11.3% | 30,731 | $1.9M |
| NewEdge Advisors, LLC | 0.02% | Add +2.1% | 30,560 | $1.8M |
| Aquila Investment Management LLC | 1.54% | Add +200.0% | 30,000 | $1.8M |
| Natixis | 0.01% | Reduce -94.4% | 29,925 | $1.8M |
| Quantbot Technologies LP | 0.10% | Add +159.1% | 29,752 | $1.8M |
| Cibc World Markets Corp. | 0.01% | Reduce -21.6% | 29,431 | $1.8M |
| Entropy Technologies, LP | 0.19% | Add +119.3% | 29,054 | $1.8M |
| Mariner, LLC | 0.00% | Add +4.0% | 29,014 | $1.8M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Reduce -1.9% | 28,484 | $1.7M |
| Centiva Capital, LP | 0.11% | Reduce -20.0% | 28,472 | $1.7M |
| Westpac Banking Corp. | 0.13% | Reduce -22.7% | 28,098 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +33.1% | 28,010 | $1.7M |
| GAMCO Investors | 0.02% | Reduce -1.6% | 27,300 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -4.5% | 26,638 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +4.2% | 26,548 | $1.6M |
| Gateway Investment Advisers LLC | 0.02% | Add +10.5% | 26,308 | $1.6M |
| Kesler, Norman & Wride, LLC | 0.34% | Reduce -8.4% | 26,304 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +325.4% | 26,219 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +0.1% | 25,861 | $1.6M |
| Fox Run Management, L.L.C. | 0.33% | Add +35.0% | 25,293 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +4.8% | 25,233 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +10.3% | 25,145 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +20.8% | 24,942 | $1.5M |
| Buckingham Strategic Wealth, LLC | 0.02% | New | 24,263 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 24,216 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.1% | 23,965 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -4.3% | 23,964 | $1.4M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -0.4% | 23,574 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.5% | 23,310 | $1.4M |
| First Manhattan Co. Llc. | 0.00% | Reduce -18.3% | 23,249 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.3% | 23,152 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +12.3% | 23,152 | $1.4M |
| Kentucky Retirement Systems | 0.04% | Reduce -4.2% | 22,361 | $1.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -10.6% | 22,108 | $1.3M |
| NJ State Employees Deferred Compensation Plan | 0.17% | No change | 22,000 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.50% | Reduce -10.3% | 22,626 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +165.4% | 21,564 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Add +63.5% | 21,469 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | No change | 22,205 | $1.3M |
| Wolverine Trading, LLC | 0.01% | Add +107.3% | 20,768 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +17.2% | 20,639 | $1.2M |
| KBC Group NV | 0.00% | Add +6.1% | 20,536 | $1.2M |
| Opus Investment Management Inc. | 0.79% | No change | 20,000 | $1.2M |
| Beck Bode, LLC | 0.24% | Add +37.5% | 19,823 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 19,726 | $1.2M |
| Bayesian Capital Management, LP | 0.11% | Add +402.6% | 19,600 | $1.2M |
| Prudential PLC | 0.01% | Add +7.7% | 19,384 | $1.2M |
| Achmea Investment Management B.V. | 0.02% | No change | 19,265 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +2.8% | 19,144 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -3.6% | 19,114 | $1.2M |
| Hilton Capital Management, LLC | 0.10% | Add +128.8% | 19,102 | $1.2M |
| Exchange Capital Management, Inc. | 0.19% | Reduce -13.2% | 19,052 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.0% | 18,336 | $1.1M |
| Prelude Capital Management, LLC | 0.08% | Add +79.6% | 18,331 | $1.1M |
| Mattern Wealth Management LLC | 0.26% | Reduce -5.0% | 18,037 | $1.1M |
| Credit Agricole S A | 0.02% | Add +88.1% | 18,583 | $1.1M |
| Ninepoint Partners LP | 0.13% | New | 17,505 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +7.3% | 17,425 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -5.9% | 17,315 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.8% | 17,100 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.6% | 17,014 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 16,689 | $1.0M |
| Tidal Investments LLC | 0.02% | Add +86.4% | 16,606 | $1.0M |
| Metis Global Partners, LLC | 0.04% | Reduce -3.9% | 16,368 | $988K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +80.0% | 16,328 | $985K |
| Neuberger Berman Group LLC | 0.00% | Add +5.9% | 16,288 | $983K |
| Nordea Investment Management AB | 0.00% | No change | 16,168 | $970K |
| Shell Asset Management Co. | 0.04% | Reduce -38.3% | 15,919 | $948K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.1% | 15,563 | $939K |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 15,475 | $934K |
| Pettee Investors, Inc. | 0.39% | No change | 15,368 | $927K |
| Lombard Odier Asset Management (Switzerland) SA | 0.06% | No change | 15,171 | $915K |
| Atom Investors LP | 0.11% | Reduce -33.7% | 15,086 | $910K |
| Lloyd Advisory Services, LLC. | 0.19% | New | 14,995 | $905K |
| Ramirez Asset Management, Inc. | 0.18% | Add +66.0% | 14,919 | $900K |
| Moody National Bank Trust Division | 0.07% | Add +0.6% | 14,887 | $898K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -3.3% | 14,710 | $888K |
| Quantinno Capital Management LP | 0.02% | Add +40.0% | 13,907 | $839K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -97.0% | 13,891 | $838K |
| BLB&B Advisors, LLC | 0.05% | Reduce -4.1% | 13,779 | $831K |
| BKM Wealth Management, LLC | 0.36% | Add +22.7% | 13,727 | $828K |
| Occudo Quantitative Strategies LP | 0.14% | Reduce -51.5% | 13,609 | $821K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +25.7% | 13,601 | $821K |
| Seven Eight Capital, LP | 0.09% | New | 13,597 | $820K |
| United Services Automobile Association | 0.02% | No change | 13,361 | $806K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -2.4% | 13,049 | $787K |
| NorthCoast Asset Management LLC | 0.01% | New | 12,773 | $771K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.0% | 12,544 | $757K |
| Praxis Investment Management Inc. | 0.05% | No change | 12,530 | $756K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -7.3% | 12,536 | $756K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 12,515 | $755K |
| Mirador Capital Partners LP | 0.14% | Add +8.4% | 12,441 | $751K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -28.9% | 12,436 | $750K |
| Vestcor Inc | 0.03% | Reduce -12.6% | 12,275 | $741K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -77.4% | 12,145 | $733K |
| Teza Capital Management LLC | 0.10% | New | 11,920 | $719K |
| Metropolitan Life Insurance Co | 0.03% | No change | 11,875 | $717K |
| Lido Advisors, LLC | 0.01% | Add +1.2% | 11,582 | $699K |
| Huntington National Bank | 0.01% | Reduce -9.7% | 11,311 | $683K |
| Greenleaf Trust | 0.01% | Add +7.5% | 11,233 | $678K |
| First Trust Direct Indexing L.P. | 0.05% | Add +34.4% | 11,214 | $677K |
| Profund Advisors LLC | 0.03% | Reduce -6.8% | 10,988 | $663K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 10,861 | $655K |
| Prospera Financial Services Inc | 0.02% | Reduce -25.4% | 10,802 | $652K |
| Empirical Finance, LLC | 0.04% | Add +3.5% | 10,488 | $633K |
| Norinchukin Bank, The | 0.02% | Reduce -0.6% | 10,397 | $627K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.0% | 10,375 | $626K |
| Amica Mutual Insurance Co. | 0.06% | No change | 10,317 | $623K |
| Ieq Capital, LLC | 0.01% | Add +5.0% | 10,313 | $622K |
| Cwm, LLC | 0.00% | Reduce -13.7% | 10,286 | $621K |
| MML Investors Services, LLC | 0.00% | Add +12.1% | 10,161 | $613K |
| Fiduciary Trust Co | 0.01% | No change | 10,153 | $613K |
| Finer Wealth Management, Inc. | 0.40% | No change | 10,139 | $612K |
| QRG Capital Management, Inc. | 0.01% | Add +22.3% | 10,132 | $611K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -5.3% | 9,891 | $597K |
| Simplicity Wealth,LLC | 0.01% | New | 9,838 | $594K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -6.5% | 9,717 | $586K |
| Foster & Motley Inc. | 0.04% | Add +0.3% | 9,580 | $578K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +1.2% | 9,344 | $564K |
| Commerce Bank | 0.00% | Reduce -1.4% | 9,223 | $557K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +3.6% | 8,938 | $539K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +0.8% | 8,911 | $538K |
| Spirit of America Management Corp. | 0.11% | Add +9.9% | 8,900 | $537K |
| Meeder Advisory Services, Inc. | 0.05% | Add +1.6% | 8,841 | $533K |
| Smartleaf Asset Management LLC | 0.10% | Add +25.4% | 8,770 | $525K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +15.6% | 8,669 | $523K |
| Bessemer Group Inc. | 0.00% | Reduce -0.8% | 8,509 | $514K |
| Zions Bancorporation, N.A. | 0.04% | Reduce -20.7% | 8,124 | $490K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.9% | 8,088 | $488K |
| Rakuten Investment Management, Inc. | 0.00% | Add +995.0% | 7,895 | $476K |
| Boit C F David | 0.26% | No change | 7,800 | $475K |
| Capstone Investment Advisors, LLC | 0.02% | Add +184.6% | 7,854 | $474K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.9% | 7,850 | $474K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 7,835 | $473K |
| Empower Advisory Group, LLC | 0.00% | Reduce -97.9% | 7,735 | $467K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.4% | 7,679 | $463K |
| Acorn Wealth Advisors, LLC | 0.24% | Reduce -25.3% | 7,581 | $457K |
| Whittier Trust Co. | 0.01% | Add +0.6% | 7,534 | $455K |
| V-Square Quantitative Management LLC | 0.06% | No change | 7,286 | $440K |
| Ostrum Asset Management | 0.03% | No change | 7,272 | $439K |
| Summit Financial, LLC | 0.03% | Reduce -1.0% | 7,109 | $429K |
| NEOS Investment Management LLC | 0.03% | Add +66.4% | 6,889 | $416K |
| Capula Management Ltd | 0.01% | New | 6,868 | $414K |
| Centennial Wealth Advisory LLC | 0.19% | Reduce -6.3% | 6,865 | $414K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +40.9% | 7,465 | $396K |
| Walleye Capital LLC | 0.00% | New | 6,533 | $394K |
| SG Americas Securities, LLC | 0.00% | Reduce -76.6% | 6,450 | $389K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 6,439 | $389K |
| Qtron Investments LLC | 0.05% | New | 6,383 | $385K |
| NorthRock Partners, LLC | 0.01% | Add +2.5% | 6,368 | $384K |
| Conning Inc. | 0.01% | No change | 6,332 | $382K |
| &partners | 0.05% | Add +16.1% | 6,291 | $380K |
| GAMMA Investing LLC | 0.08% | Add +21.5% | 6,288 | $379K |
| Blair William & Co. | 0.00% | Reduce -0.5% | 5,976 | $361K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +8.1% | 5,959 | $360K |
| Wedbush Securities Inc. | 0.01% | Add +1.5% | 5,947 | $359K |
| Advisory Alpha, LLC | 0.01% | Add +5.8% | 5,741 | $346K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -66.4% | 5,734 | $346K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -16.8% | 5,595 | $338K |
| Qube Research & Technologies Ltd | 0.00% | No change | 5,592 | $337K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -53.3% | 5,411 | $327K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.3% | 5,324 | $321K |
| Boothbay Fund Management, LLC | 0.01% | New | 5,209 | $314K |
| LVW Advisors, LLC | 0.05% | New | 5,180 | $313K |
| International Private Wealth Advisors LLC | 0.60% | New | 5,126 | $309K |
| Silverleafe Capital Partners, LLC | 0.12% | New | 5,000 | $302K |
| Cidel Asset Management Inc. | 0.02% | Reduce -30.7% | 4,983 | $301K |
| Alberta Investment Management Corp | 0.00% | No change | 4,900 | $296K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 4,800 | $290K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 4,750 | $288K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,760 | $287K |
| Gen-Wealth Partners Inc | 0.14% | — | 4,756 | $287K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -7.4% | 4,738 | $286K |
| Horizon Investments, LLC | 0.01% | Add +14.3% | 4,771 | $286K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | Reduce -1.1% | 4,725 | $285K |
| Oxler Private Wealth LLC | 0.11% | Add +0.8% | 4,710 | $284K |
| Investment Management Corp of Ontario | 0.01% | Reduce -30.9% | 4,692 | $283K |
| Ballentine Partners, LLC | 0.01% | Reduce -10.4% | 4,670 | $282K |
| Vident Advisory, LLC | 0.01% | Reduce -1.2% | 4,640 | $280K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.1% | 4,602 | $278K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.8% | 4,586 | $277K |
| Empowered Funds, LLC | 0.01% | Add +23.9% | 4,581 | $276K |
| Raymond James Trust N.A. | 0.01% | Reduce -35.6% | 4,566 | $276K |
| Fulton Bank, N.A. | 0.01% | Reduce -1.9% | 4,529 | $273K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 4,522 | $273K |
| Strategy Asset Managers LLC | 0.06% | Add +9.5% | 4,445 | $268K |
| Executive Wealth Management, LLC | 0.02% | Reduce -4.2% | 4,466 | $268K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -32.4% | 4,407 | $266K |
| Trust Co of the South | 0.06% | No change | 4,404 | $266K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -8.5% | 4,172 | $262K |
| Signaturefd, LLC | 0.01% | Add +2.0% | 4,338 | $262K |
| Belpointe Asset Management LLC | 0.02% | Add +1.9% | 4,217 | $254K |
| Benedetti & Gucer, Inc. | 0.13% | Reduce -3.8% | 4,198 | $253K |
| Old Mission Capital LLC | 0.01% | New | 4,149 | $250K |
| Blue Trust, Inc. | 0.00% | Add +9.2% | 4,102 | $248K |
| Pitcairn Co. | 0.02% | Reduce -0.3% | 4,092 | $247K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,050 | $244K |
| XTX Topco Ltd | 0.03% | New | 4,021 | $243K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.9% | 4,018 | $242K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -18.6% | 3,985 | $240K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -2.7% | 3,975 | $240K |
| Insigneo Advisory Services, LLC | 0.03% | New | 3,958 | $239K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 3,936 | $237K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -64.9% | 3,895 | $235K |
| Oak Thistle LLC | 0.21% | New | 3,862 | $233K |
| Montag A & Associates Inc. | 0.01% | Add +247.0% | 3,817 | $230K |
| nVerses Capital, LLC | 0.55% | New | 3,800 | $229K |
| Quadrant Capital Group LLC | 0.02% | Add +9.9% | 3,769 | $227K |
| Stephens Consulting, LLC | 0.07% | No change | 3,753 | $226K |
| Mather Group, Llc. | 0.00% | Reduce -7.2% | 3,897 | $226K |
| Oliver Lagore Vanvalin Investment Group | 0.07% | Reduce -13.8% | 3,745 | $226K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.0% | 3,736 | $225K |
| Trust Point Inc. | 0.02% | Reduce -66.9% | 3,713 | $224K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 3,622 | $219K |
| Morningstar Investment Management LLC | 0.02% | No change | 3,618 | $218K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -0.3% | 3,605 | $218K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -6.0% | 3,599 | $217K |
| Financial Strategies Group, Inc. | 0.06% | Add +0.7% | 3,655 | $217K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -63.9% | 3,573 | $216K |
| Symmetry Partners, LLC | 0.02% | No change | 3,556 | $215K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -8.4% | 3,533 | $213K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +0.2% | 3,531 | $213K |
| Prosperity Financial Group, Inc. | 0.13% | Reduce -6.6% | 3,519 | $212K |
| Pointe Capital Management LLC | 0.13% | No change | 3,515 | $212K |
| Full Sail Capital, LLC | 0.01% | No change | 3,445 | $208K |
| Essex Bank | 0.06% | No change | 3,571 | $207K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,423 | $207K |
| VeraBank, N.A. | 0.06% | New | 3,400 | $205K |
| NewEdge Wealth, LLC | 0.00% | New | 3,342 | $205K |
| SageView Advisory Group, LLC | 0.01% | Reduce -6.2% | 3,350 | $202K |
| OneAscent Financial Services LLC | 0.02% | New | 3,349 | $202K |
| Strait & Sound Wealth Management LLC | 0.11% | New | 3,474 | $201K |
| Siemens Fonds Invest GmbH | 0.02% | New | 3,323 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,242 | $196K |
| Virtus Advisers, LLC | 0.10% | Reduce -12.9% | 3,121 | $188K |
| Danske Bank A/S | 0.00% | — | 3,000 | $181K |
| Simplex Trading, LLC | 0.01% | Reduce -42.5% | 2,984 | $180K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +2.2% | 2,970 | $179K |
| CoreCap Advisors, LLC | 0.01% | New | 2,816 | $170K |
| Spire Wealth Management | 0.00% | Add +32.6% | 2,678 | $162K |
| Continuum Advisory, LLC | 0.02% | New | 2,125 | $134K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.1% | 2,092 | $132K |
| FWL Investment Management, LLC | 0.07% | No change | 2,100 | $127K |
| Alaska Permanent Fund Corp | 0.00% | Reduce -16.6% | 2,070 | $125K |
| Crewe Advisors LLC | 0.01% | New | 2,049 | $124K |
| Colonial Trust Co / SC | 0.02% | No change | 1,931 | $117K |
| EntryPoint Capital, LLC | 0.10% | New | 1,831 | $110K |
| State of Wyoming | 0.02% | Reduce -46.0% | 1,818 | $110K |
| Blue Chip Partners, LLC | 0.01% | Add +0.9% | 1,813 | $109K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -2.8% | 1,593 | $96K |
| Allworth Financial LP | 0.00% | Add +26.6% | 1,586 | $96K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -0.3% | 1,582 | $95K |
| First Financial Corp. | 0.05% | No change | 1,555 | $94K |
| Acadian Asset Management LLC | 0.00% | No change | 1,551 | $93K |
| Quarry LP | 0.04% | New | 1,525 | $92K |
| Sentry Investment Management LLC | 0.04% | No change | 1,530 | $92K |
| Parallel Advisors, LLC | 0.00% | Add +3.7% | 1,512 | $91K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 1,500 | $91K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $90K |
| Rothschild Investment LLC | 0.01% | Reduce -5.2% | 1,485 | $90K |
| Caitlin John, LLC | 0.07% | No change | 1,468 | $89K |
| Costello Asset Management, INC | 0.06% | No change | 1,408 | $85K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | No change | 1,400 | $84K |
| Alta Advisers Ltd | 0.04% | No change | 1,200 | $72K |
| Venturi Wealth Management, LLC | 0.00% | Add +1464.5% | 1,189 | $72K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,179 | $71K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +146.1% | 1,179 | $71K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -8.0% | 1,170 | $71K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.3% | 1,167 | $70K |
| Global Retirement Partners, LLC | 0.00% | Reduce -38.2% | 1,154 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.2% | 1,144 | $69K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $66K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.5% | 1,072 | $65K |
| Lindbrook Capital, LLC | 0.01% | Reduce -2.7% | 1,043 | $63K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,000 | $60K |
| CI Investments Inc. | 0.00% | Add +17.7% | 956 | $58K |
| Principal Securities, Inc. | 0.00% | Reduce -12.7% | 923 | $56K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.2% | 875 | $53K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 873 | $53K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.6% | 848 | $51K |
| Quent Capital, LLC | 0.01% | Add +0.2% | 831 | $50K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.3% | 830 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -24.4% | 816 | $49K |
| CVA Family Office, LLC | 0.01% | No change | 815 | $49K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +12.4% | 806 | $49K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.2% | 800 | $48K |
| Institutional & Family Asset Management, LLC | 0.01% | Reduce -6.6% | 787 | $47K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.8% | 786 | $47K |
| Private Trust Co. NA | 0.01% | No change | 782 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 755 | $46K |
| Global Assets Advisory, LLC | 0.03% | New | 731 | $44K |
| Headlands Technologies LLC | 0.01% | New | 714 | $43K |
| Tobam | 0.00% | Reduce -8.4% | 719 | $43K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 670 | $40K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -15.9% | 660 | $40K |
| Voisard Asset Management Group, Inc. | 0.02% | Add +1.0% | 630 | $38K |
| Global Financial Private Client, LLC | 0.01% | No change | 557 | $33K |
| Avior Wealth Management, LLC | 0.00% | New | 487 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 441 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $25K |
| CNB Bank | 0.01% | No change | 413 | $25K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 405 | $24K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.5% | 403 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 400 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 338 | $20K |
| Grove Bank & Trust | 0.00% | No change | 311 | $19K |
| MV Capital Management, Inc. | 0.00% | No change | 310 | $19K |
| St Germain D J Co. Inc. | 0.00% | No change | 303 | $18K |
| Hilltop National Bank | 0.01% | — | 300 | $18K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $18K |
| Covestor Ltd | 0.01% | Add +18.2% | 286 | $17K |
| Valley National Advisers Inc. | 0.00% | Add +21.5% | 283 | $17K |
| Beacon Capital Management, LLC | 0.00% | Reduce -79.4% | 281 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 269 | $16K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 261 | $16K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 229 | $14K |
| Riverview Trust Co | 0.01% | New | 222 | $13K |
| Richardson Financial Services Inc. | 0.01% | No change | 220 | $13K |
| First Pacific Financial | 0.00% | New | 218 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 216 | $13K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -19.4% | 208 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $12K |
| Transcendent Capital Group LLC | 0.01% | No change | 200 | $12K |
| Tsfg, LLC | 0.00% | No change | 200 | $12K |
| Rise Advisors, LLC | 0.01% | New | 192 | $12K |
| LRI Investments, LLC | 0.00% | — | 187 | $11K |
| Elequin Capital, LP | 0.01% | New | 181 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 171 | $10K |
| West Paces Advisors Inc. | 0.00% | No change | 154 | $9K |
| DT Investment Partners, LLC | 0.00% | No change | 145 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 139 | $8K |
| TruNorth Capital Management, LLC | 0.00% | — | 134 | $8K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.7% | 134 | $8K |
| HighMark Wealth Management LLC | 0.00% | No change | 127 | $8K |
| Aspect Partners, LLC | 0.01% | Add +4.1% | 126 | $8K |
| Arrow Financial Corp | 0.00% | No change | 121 | $7K |
| Atticus Wealth Management, LLC | 0.00% | No change | 120 | $7K |
| GW&K Investment Management, LLC | 0.00% | Add +18.1% | 124 | $7K |
| Raleigh Capital Management Inc. | 0.00% | Add +35.3% | 115 | $7K |
| HM Payson & Co. | 0.00% | No change | 111 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -12.1% | 109 | $7K |
| Gradient Investments LLC | 0.00% | Reduce -90.4% | 109 | $7K |
| Manchester Capital Management LLC | 0.00% | Reduce -23.0% | 104 | $6K |
| MCF Advisors LLC | 0.00% | No change | 104 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -48.7% | 98 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $6K |
| WASHINGTON TRUST Co | 0.00% | Reduce -2.2% | 90 | $5K |
| CENTRAL TRUST Co | 0.00% | Add +88.4% | 81 | $5K |
| TFO Wealth Partners, LLC | 0.00% | No change | 79 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 78 | $5K |
| Webster Bank, N. A. | 0.00% | New | 78 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -13.9% | 74 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 73 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -26.3% | 70 | $4K |
| City State Bank | 0.00% | No change | 65 | $4K |
| Main Street Group, LTD | 0.00% | Add +1.6% | 63 | $4K |
| Eagle Bay Advisors LLC | 0.00% | No change | 54 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 53 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 50 | $3K |
| Operose Advisors LLC | 0.00% | No change | 44 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 44 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +34.4% | 43 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 43 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 42 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $2K |
| Frank, Rimerman Advisors LLC | 0.00% | No change | 37 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 35 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 34 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 38 | $2K |
| Avion Wealth | 0.00% | No change | 28 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 31 | $2K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -88.1% | 27 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 26 | $2K |
| Park Place Capital Corp | 0.00% | No change | 25 | $2K |
| Sandy Spring Bank | 0.00% | New | 25 | $2K |
| AlphaQuest LLC | 0.00% | New | 23 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +15.8% | 22 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 22 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| RFP Financial Group LLC | 0.00% | New | 20 | $1K |
| Arlington Trust Co LLC | 0.00% | New | 20 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 19 | $1K |
| Planning Capital Management Corp | 0.00% | No change | 18 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +5.9% | 18 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 17 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.2% | 24 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 14 | $852 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 14 | $845 |
| Sachetta, LLC | 0.00% | No change | 13 | $755 |
| ClariVest Asset Management LLC | 0.00% | No change | 11 | $659 |
| Delos Wealth Advisors, LLC | 0.00% | New | 10 | $604 |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $603 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $543 |
| Janiczek Wealth Management, LLC | 0.00% | New | 7 | $423 |
| True Wealth Design, LLC | 0.00% | Add +75.0% | 7 | $423 |
| Key Financial Inc | 0.00% | No change | 7 | $422 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7 | $422 |
| Colonial Trust Advisors | 0.00% | Reduce -68.4% | 6 | $362 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -25.0% | 6 | $356 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 5 | $302 |
| Nvwm, LLC | 0.00% | New | 5 | $302 |
| WestEnd Advisors, LLC | 0.00% | Add +25.0% | 5 | $302 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -95.5% | 3 | $182 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $121 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $61 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $60 |
| Financial Management Professionals, Inc. | 0.00% | New | 5 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 8 | $0 |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.