CMS EnergyCMS
13F holders, Q2 2024 (June 30)685holders +22
73new positions
53sold out
8famous investors
$59.53avg. 13F price*
At the end of Q2 2024, 685 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 22 from Q1 2024. 73 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($2.3B), BlackRock Inc. ($1.7B) and JPMorgan Chase & Co. ($1.5B). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $155.2M |
| Exits | 53 | $149.7M |
All 13F filers, Q1 2024 → Q2 2024: 22,890,881 shares bought and 23,642,751 shares sold, net −751,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Vanguard Group Inc. | 0.04% | Add +2.7% | 37,801,982 | $2.3B |
| BlackRock Inc. | 0.04% | Add +5.1% | 28,605,775 | $1.7B |
| JPMorgan Chase & Co. | 0.13% | Add +10.6% | 25,055,113 | $1.5B |
| State Street Corp. | 0.04% | Reduce -10.4% | 16,066,268 | $956.4M |
| Geode Capital Management, LLC | 0.04% | Add +4.1% | 7,404,708 | $439.7M |
| Massachusetts Financial Services Co. | 0.13% | Add +101.7% | 6,891,027 | $410.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -1.3% | 6,699,255 | $401.3M |
| Morgan Stanley | 0.03% | Add +1.8% | 6,601,731 | $393.0M |
| Wells Fargo & Company | 0.10% | Reduce -2.3% | 6,187,922 | $368.4M |
| Invesco Ltd. | 0.06% | Reduce -2.9% | 4,547,859 | $270.7M |
| Amundi | 0.10% | Add +11.3% | 4,496,713 | $264.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.28% | Add +2.1% | 4,249,767 | $253.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +7.7% | 3,973,658 | $236.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -3.4% | 3,574,495 | $212.8M |
| Deutsche Bank AG | 0.10% | Add +121.6% | 3,562,492 | $212.1M |
| Legal & General Group Plc | 0.06% | Reduce -5.6% | 3,348,673 | $199.3M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Add +0.9% | 3,104,447 | $184.8M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -9.6% | 3,083,157 | $183.5M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -16.3% | 3,031,357 | $180.5M |
| FIL Ltd | 0.17% | Reduce -1.0% | 2,853,534 | $169.9M |
| Northern Trust Corp. | 0.03% | Add +2.5% | 2,853,513 | $169.9M |
| Franklin Resources Inc. | 0.05% | Reduce -3.0% | 2,835,238 | $168.8M |
| Perpetual Ltd | 1.66% | Reduce -1.4% | 2,570,700 | $153.0M |
| Bank of America Corp. | 0.01% | Add +3.2% | 2,473,917 | $147.3M |
| ExodusPoint Capital Management, LP | 1.41% | Add +15.2% | 2,158,968 | $128.5M |
| Norges Bank | 0.02% | Reduce -2.6% | 2,154,486 | $128.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +53.6% | 2,137,439 | $127.2M |
| Jennison Associates LLC | 0.08% | Reduce -1.3% | 2,050,982 | $122.1M |
| Nuveen Asset Management, LLC | 0.03% | Add +10.9% | 1,846,539 | $113.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.6% | 1,797,193 | $107.0M |
| American Century Companies Inc. | 0.06% | Reduce -18.6% | 1,622,082 | $96.6M |
| Duff & Phelps Investment Management Co. | 1.22% | Reduce -20.0% | 1,615,109 | $96.1M |
| iA Global Asset Management Inc. | 1.77% | Add +103.6% | 1,555,898 | $92.6M |
| Magellan Asset Management Ltd | 0.88% | Reduce -29.3% | 1,548,180 | $92.2M |
| Soroban Capital Partners LP | 1.26% | Add +63.8% | 1,443,203 | $85.9M |
| Macquarie Group Ltd. | 0.10% | Reduce -4.2% | 1,439,732 | $85.7M |
| Bank of Montreal | 0.03% | Add +37.4% | 1,377,752 | $82.7M |
| California Public Employees Retirement System | 0.06% | Reduce -19.5% | 1,366,487 | $81.3M |
| DekaBank Deutsche Girozentrale | 0.14% | Add +0.2% | 1,334,994 | $80.1M |
| Reaves W H & Co. Inc. | 2.70% | Reduce -9.4% | 1,342,262 | $79.9M |
| Lord, Abbett & Co. LLC | 0.26% | Add +19.6% | 1,332,690 | $79.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +22.3% | 1,281,504 | $76.3M |
| Capital Research Global Investors | 0.02% | Reduce -55.4% | 1,226,454 | $73.0M |
| Brookfield Corp | 0.45% | Reduce -1.2% | 1,192,669 | $71.0M |
| Aberdeen Group plc | 0.13% | Add +1.6% | 1,157,210 | $68.9M |
| UBS Group AG | 0.02% | Add +0.6% | 1,040,315 | $61.9M |
| HITE Hedge Asset Management LLC | 5.92% | Reduce -10.5% | 1,009,193 | $60.1M |
| First Trust Advisors LP | 0.06% | Reduce -18.1% | 964,783 | $57.4M |
| Prudential Financial Inc. | 0.08% | Reduce -42.2% | 918,937 | $54.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +14.1% | 884,878 | $52.7M |
| Swiss National Bank | 0.04% | Add +1.2% | 884,100 | $52.6M |
| APG Asset Management N.V. | 0.09% | Reduce -0.9% | 911,958 | $50.7M |
| Royal Bank of Canada | 0.01% | Add +7.8% | 798,757 | $47.6M |
| AMF Tjanstepension AB | 0.35% | Add +76.2% | 796,882 | $47.5M |
| UniSuper Management Pty Ltd | 0.39% | Reduce -28.7% | 795,414 | $47.4M |
| Railway Pension Investments Ltd | 0.56% | New | 790,900 | $47.1M |
| Energy Income Partners, LLC | 1.02% | Reduce -14.6% | 767,717 | $45.7M |
| Renaissance Technologies | 0.08% | Add +155.2% | 767,100 | $45.7M |
| Truist Financial Corp. | 0.07% | Add +29.9% | 735,233 | $43.8M |
| Assenagon Asset Management S.A. | 0.11% | Add +79.9% | 731,887 | $43.6M |
| CBRE Investment Management Listed Real Assets LLC | 0.80% | Reduce -1.3% | 730,879 | $43.5M |
| HSBC Holdings PLC | 0.03% | Reduce -36.8% | 729,904 | $43.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -4.8% | 713,074 | $42.4M |
| Partners Group Holding AG | 3.12% | Add +4.6% | 695,982 | $41.4M |
| Capital International Investors | 0.01% | Reduce -88.8% | 695,907 | $41.4M |
| 1832 Asset Management L.P. | 0.07% | Reduce -20.9% | 690,717 | $41.1M |
| Barclays PLC | 0.02% | Reduce -16.3% | 680,880 | $40.5M |
| Miller Howard Investments Inc. | 1.29% | Reduce -1.0% | 653,543 | $38.9M |
| Aviva PLC | 0.10% | Add +20.8% | 621,289 | $37.0M |
| Ceredex Value Advisors LLC | 0.68% | Reduce -47.6% | 606,150 | $36.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.23% | Add +2.3% | 597,148 | $35.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -7.4% | 594,728 | $35.4M |
| Rhumbline Advisers | 0.03% | Add +1.5% | 589,212 | $35.1M |
| TD Asset Management Inc | 0.03% | Add +0.5% | 584,087 | $34.8M |
| BNP Paribas Financial Markets | 0.04% | Add +120.8% | 561,313 | $33.4M |
| STRS Ohio | 0.13% | Reduce -36.6% | 550,338 | $32.8M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -21.1% | 544,789 | $32.4M |
| Citigroup Inc. | 0.03% | Add +0.8% | 541,281 | $32.2M |
| Bahl & Gaynor LLC | 0.17% | Add +9.1% | 503,231 | $30.0M |
| M&T Bank Corp | 0.10% | Add +2.2% | 479,718 | $28.6M |
| Citadel Advisors | 0.03% | Reduce -40.5% | 463,786 | $27.6M |
| Yaupon Capital Management LP | 2.44% | Add +47.9% | 458,513 | $27.3M |
| Ensign Peak Advisors, Inc | 0.05% | Add +25.5% | 457,455 | $27.2M |
| National Pension Service | 0.03% | Add +2.6% | 437,175 | $26.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +14.6% | 403,851 | $24.0M |
| California State Teachers Retirement System | 0.03% | Add +0.6% | 394,251 | $23.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.8% | 379,636 | $22.6M |
| Russell Investments Group, Ltd. | 0.04% | Add +31.9% | 371,945 | $22.1M |
| RWC Asset Management LLP | 1.85% | Add +0.2% | 361,613 | $21.5M |
| D. E. Shaw & Co. | 0.03% | Reduce -65.3% | 360,748 | $21.5M |
| Alliancebernstein L.P. | 0.01% | Add +2.7% | 352,069 | $21.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -7.9% | 333,626 | $19.9M |
| Bruce & Co., Inc. | 6.37% | Add +1.3% | 320,000 | $19.0M |
| Susquehanna Fundamental Investments, LLC | 0.43% | Add +6.6% | 313,493 | $18.7M |
| Capital Group Private Client Services, Inc. | 0.19% | Reduce -3.8% | 311,287 | $18.5M |
| Avalon Trust Co | 1.38% | New | 292,075 | $17.4M |
| FMR LLC | 0.00% | Reduce -40.3% | 291,541 | $17.4M |
| Sei Investments Co. | 0.02% | Reduce -1.4% | 286,523 | $17.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -0.8% | 286,461 | $17.1M |
| Teacher Retirement System of Texas | 0.10% | Add +6.2% | 281,713 | $16.8M |
| State of Wisconsin Investment Board | 0.04% | Add +6.6% | 279,435 | $16.6M |
| Public Employees Retirement Association of Colorado | 0.07% | No change | 278,321 | $16.6M |
| Raymond James & Associates | 0.01% | Add +3.3% | 274,495 | $16.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -4.2% | 269,758 | $16.1M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -2.6% | 261,180 | $15.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +2.6% | 259,050 | $15.4M |
| Greenland Capital Management LP | 3.23% | Add +18.0% | 251,620 | $15.0M |
| Tortoise Capital Advisors, L.L.C. | 0.20% | No change | 250,513 | $14.9M |
| LPL Financial LLC | 0.01% | Add +7.3% | 247,333 | $14.7M |
| Keybank National Association | 0.06% | Reduce -4.2% | 245,089 | $14.6M |
| Cidel Asset Management Inc. | 1.11% | Add +4723.2% | 240,342 | $14.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +4194.8% | 240,167 | $14.3M |
| Intech Investment Management LLC | 0.18% | Add +222.5% | 239,539 | $14.3M |
| US Bancorp \de | 0.02% | Reduce -2.4% | 236,637 | $14.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -7.8% | 232,933 | $13.9M |
| Graham Capital Management, L.P. | 0.83% | New | 221,029 | $13.2M |
| Schroder Investment Management Group | 0.01% | Add +5.8% | 220,685 | $13.1M |
| Beck Bode, LLC | 2.59% | Add +991.3% | 216,324 | $12.9M |
| Illinois Municipal Retirement Fund | 0.19% | Add +22.1% | 214,714 | $12.8M |
| Zimmer Partners, LP | 0.24% | Reduce -75.5% | 210,904 | $12.6M |
| Decade Renewable Partners LP | 6.02% | New | 207,400 | $12.3M |
| AE Wealth Management LLC | 0.12% | Add +5.0% | 202,768 | $12.1M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -1.1% | 200,094 | $11.9M |
| Gabelli Funds LLC | 0.09% | Reduce -0.3% | 192,317 | $11.4M |
| CIBC Private Wealth Group LLC | 0.02% | Add +35.2% | 194,644 | $11.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +16.4% | 187,111 | $11.1M |
| Kettle Hill Capital Management, LLC | 2.79% | Add +36.5% | 185,979 | $11.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +12.8% | 181,967 | $10.8M |
| First American Trust, FSB | 1.09% | Add +6.1% | 181,792 | $10.8M |
| Lombard Odier Asset Management (Europe) Ltd | 0.74% | Add +12.7% | 181,553 | $10.8M |
| New York State Common Retirement Fund | 0.01% | Add +3.5% | 180,343 | $10.7M |
| Jane Street Group, LLC | 0.01% | Add +310.1% | 180,097 | $10.7M |
| National Bank of Canada | 0.02% | Reduce -32.0% | 176,843 | $10.4M |
| State of Tennessee, Department of Treasury | 0.04% | Add +4.4% | 173,581 | $10.3M |
| Hennessy Advisors Inc. | 0.39% | Add +0.5% | 172,698 | $10.3M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -2.8% | 170,417 | $10.1M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -1.4% | 169,061 | $10.1M |
| Entropy Technologies, LP | 1.08% | Add +477.7% | 167,858 | $10.0M |
| Nicholas Company, Inc. | 0.17% | No change | 167,675 | $10.0M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -1.0% | 163,117 | $9.7M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -0.0% | 163,066 | $9.7M |
| OMERS ADMINISTRATION Corp | 0.09% | Add +6.6% | 162,620 | $9.7M |
| Millennium Management | 0.01% | Reduce -83.6% | 162,449 | $9.7M |
| AQR Capital Management | 0.01% | Add +21.6% | 154,755 | $9.2M |
| Voloridge Investment Management, LLC | 0.03% | Add +9.1% | 152,799 | $9.1M |
| Verition Fund Management LLC | 0.08% | Add +193.2% | 151,824 | $9.0M |
| Toronto Dominion Bank | 0.01% | Add +60.0% | 151,661 | $9.0M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -78.6% | 144,217 | $8.6M |
| Crestline Management, L.P. | 0.66% | Add +14.1% | 141,737 | $8.4M |
| Trexquant Investment LP | 0.13% | Reduce -2.6% | 141,605 | $8.4M |
| Allianz Asset Management GmbH | 0.01% | Add +424.4% | 139,685 | $8.3M |
| Comerica Bank | 0.03% | Reduce -21.1% | 134,736 | $8.0M |
| Brasada Capital Management, LP | 1.41% | Add +1.3% | 131,303 | $8.0M |
| Covea Finance | 0.35% | Reduce -7.7% | 129,900 | $7.7M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -0.3% | 129,530 | $7.7M |
| Howe & Rusling Inc. | 0.70% | Reduce -0.3% | 128,242 | $7.6M |
| CIBC Asset Management Inc | 0.03% | Reduce -1.9% | 128,123 | $7.6M |
| New England Asset Management Inc. | 1.30% | Reduce -1.7% | 125,635 | $7.5M |
| Eventide Asset Management, LLC | 0.13% | Reduce -25.9% | 125,033 | $7.4M |
| Mattern Capital Management, LLC | 1.01% | Reduce -0.1% | 123,349 | $7.3M |
| NewSquare Capital LLC | 0.61% | Add +3.3% | 120,078 | $7.0M |
| Nekton Capital Ltd. | 3.10% | Reduce -25.9% | 114,682 | $6.8M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -2.8% | 114,669 | $6.8M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -2.9% | 110,449 | $6.6M |
| Teza Capital Management LLC | 0.80% | Add +821.2% | 109,808 | $6.5M |
| Jump Financial, LLC | 0.13% | New | 105,823 | $6.3M |
| Voya Investment Management LLC | 0.01% | Reduce -7.3% | 102,787 | $6.1M |
| IFM Investors Pty Ltd | 0.06% | Add +0.5% | 99,352 | $5.9M |
| SG Americas Securities, LLC | 0.04% | Add +1438.9% | 99,258 | $5.9M |
| Guggenheim Capital LLC | 0.04% | Add +37.0% | 97,527 | $5.8M |
| Wellington Management Group LLP | 0.00% | Reduce -2.0% | 95,399 | $5.7M |
| Engineers Gate Manager LP | 0.13% | Add +204.1% | 95,367 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +3.0% | 94,663 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 93,039 | $5.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | No change | 92,569 | $5.5M |
| GQG Partners LLC | 0.01% | New | 92,536 | $5.5M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 91,749 | $5.5M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Add +7.2% | 91,177 | $5.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +6.7% | 87,132 | $5.2M |
| Edgestream Partners, L.P. | 0.25% | New | 86,903 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.9% | 86,689 | $5.2M |
| Arizona State Retirement System | 0.03% | Add +2.2% | 82,029 | $4.9M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -38.8% | 81,934 | $4.9M |
| State of Michigan Retirement System | 0.03% | Add +1.4% | 81,799 | $4.9M |
| Calamos Advisors LLC | 0.03% | Add +1.0% | 81,430 | $4.8M |
| Korea Investment CORP | 0.01% | Reduce -1.7% | 81,244 | $4.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.38% | New | 81,257 | $4.8M |
| Van Eck Associates Corp. | 0.01% | Add +10.4% | 79,754 | $4.7M |
| MetLife Investment Management, LLC | 0.03% | Add +15.6% | 79,632 | $4.7M |
| Logan Capital Management Inc. | 0.20% | Reduce -4.5% | 78,841 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +12.4% | 78,614 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +0.2% | 77,478 | $4.6M |
| Corebridge Financial, Inc. | 0.03% | — | 76,295 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.8% | 76,196 | $4.5M |
| Chartwell Investment Partners, LLC | 0.16% | Reduce -9.9% | 74,626 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.0% | 73,505 | $4.4M |
| Wealthfront Advisers LLC | 0.01% | Add +104.7% | 72,217 | $4.3M |
| DNB Asset Management AS | 0.02% | Add +11.2% | 71,710 | $4.3M |
| Credit Agricole S A | 0.03% | Add +284.8% | 71,512 | $4.3M |
| First American Bank | 0.31% | Reduce -0.7% | 70,543 | $4.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.3% | 69,708 | $4.1M |
| SilverOak Wealth Management LLC | 0.98% | Add +22.7% | 68,825 | $4.1M |
| Retirement Systems of Alabama | 0.02% | Add +1.4% | 65,875 | $3.9M |
| Ausbil Investment Management Ltd | 1.80% | Reduce -3.4% | 65,437 | $3.9M |
| Two Sigma Investments, LP | 0.01% | New | 64,508 | $3.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.0% | 64,071 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +4.1% | 60,878 | $3.6M |
| Amalgamated Bank | 0.03% | Add +0.0% | 60,362 | $3.6M |
| First Citizens Bank & Trust Co. | 0.07% | Add +3.3% | 59,814 | $3.6M |
| Twinbeech Capital LP | 0.07% | New | 58,698 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 58,344 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +64.2% | 57,181 | $3.4M |
| Panagora Asset Management Inc. | 0.02% | Reduce -81.8% | 57,007 | $3.4M |
| Czech National Bank | 0.04% | Add +9.8% | 56,907 | $3.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -14.3% | 54,097 | $3.2M |
| Campbell & CO Investment Adviser LLC | 0.27% | Add +737.6% | 53,936 | $3.2M |
| Aquatic Capital Management LLC | 0.12% | Add +13.1% | 53,600 | $3.2M |
| Yousif Capital Management, LLC | 0.04% | Add +0.8% | 53,580 | $3.2M |
| Lazard Asset Management LLC | 0.00% | Add +0.3% | 50,893 | $3.0M |
| Public Sector Pension Investment Board | 0.02% | Add +53.4% | 50,685 | $3.0M |
| Benjamin Edwards Inc. | 0.58% | Reduce -2.6% | 50,370 | $3.0M |
| Utah Retirement Systems | 0.03% | Reduce -2.6% | 49,008 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +295.4% | 48,026 | $2.9M |
| Forsta Ap-Fonden | 0.03% | Reduce -1.0% | 47,600 | $2.8M |
| Mesirow Institutional Investment Management, Inc. | 0.25% | Add +0.1% | 47,320 | $2.8M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.6% | 46,616 | $2.8M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | Add +15.8% | 45,647 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -39.4% | 45,268 | $2.7M |
| Tredje AP-fonden | 0.03% | Reduce -1.6% | 45,471 | $2.7M |
| Lanark Financial, Inc. | 0.24% | Add +4.2% | 45,199 | $2.7M |
| Magnetar Financial LLC | 0.06% | New | 44,333 | $2.6M |
| &partners | 0.12% | Add +602.9% | 44,220 | $2.6M |
| Viking Fund Management LLC | 0.47% | No change | 44,000 | $2.6M |
| USS Investment Management Ltd | 0.02% | Add +12.3% | 43,521 | $2.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -1.5% | 43,380 | $2.6M |
| ProShare Advisors LLC | 0.01% | Add +11.5% | 43,360 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +0.9% | 42,515 | $2.5M |
| Sigma Planning Corp | 0.08% | Reduce -1.0% | 41,103 | $2.4M |
| New York Life Investment Management LLC | 0.02% | Add +1.9% | 40,984 | $2.4M |
| Xponance LLC | 0.02% | Add +1.9% | 40,675 | $2.4M |
| Andra AP-fonden | 0.04% | New | 40,400 | $2.4M |
| ING Groep NV | 0.01% | Reduce -94.6% | 40,185 | $2.4M |
| Sciencast Management LP | 0.81% | New | 39,200 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.7% | 39,203 | $2.3M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +2.4% | 39,136 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +4.8% | 38,577 | $2.3M |
| Cibc World Markets Corp. | 0.02% | Add +30.7% | 38,475 | $2.3M |
| Agf Management Ltd. | 0.01% | New | 38,110 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.7% | 37,687 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.5% | 37,659 | $2.2M |
| Bank of Nova Scotia | 0.00% | Reduce -72.0% | 36,856 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Add +2.8% | 36,843 | $2.2M |
| Capital International Sarl | 0.07% | Reduce -3.4% | 36,793 | $2.2M |
| Wedge Capital Management L L P | 0.04% | Reduce -49.4% | 36,493 | $2.2M |
| Bayesian Capital Management, LP | 0.25% | Add +85.7% | 36,400 | $2.2M |
| Cox Capital Mgt LLC | 1.30% | Reduce -4.9% | 36,009 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -1.8% | 34,216 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +19.6% | 33,510 | $2.0M |
| Mariner, LLC | 0.00% | Add +14.6% | 33,257 | $2.0M |
| Inspire Investing, LLC | 0.23% | Reduce -14.3% | 32,909 | $2.0M |
| Creative Planning | 0.00% | Reduce -2.4% | 32,737 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.04% | Reduce -9.0% | 32,599 | $1.9M |
| Centiva Capital, LP | 0.09% | Add +14.4% | 32,563 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -4.4% | 32,400 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 31,438 | $1.9M |
| Worldquant Millennium Advisors LLC | 0.02% | New | 31,322 | $1.9M |
| WealthTrust Axiom LLC | 0.61% | No change | 31,100 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 30,444 | $1.8M |
| Acadian Asset Management LLC | 0.01% | Add +1853.6% | 30,300 | $1.8M |
| AlphaQuest LLC | 0.24% | Add +130804.4% | 30,108 | $1.8M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -24.7% | 28,023 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 27,850 | $1.7M |
| GAMCO Investors | 0.02% | Add +1.6% | 27,750 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.0% | 27,511 | $1.6M |
| First Manhattan Co. Llc. | 0.01% | Add +18.1% | 27,449 | $1.6M |
| IFP Advisors, Inc | 0.06% | Reduce -31.5% | 27,048 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +1.9% | 27,040 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +8.0% | 26,943 | $1.6M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -6.1% | 26,748 | $1.6M |
| Qsemble Capital Management, LP | 0.30% | New | 26,675 | $1.6M |
| Gateway Investment Advisers LLC | 0.02% | No change | 26,308 | $1.6M |
| Axq Capital, LP | 0.36% | New | 26,140 | $1.6M |
| Man Group plc | 0.00% | New | 25,913 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | — | 25,929 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +2.0% | 25,659 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.7% | 25,569 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +63.3% | 25,412 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +0.6% | 25,390 | $1.5M |
| Nebula Research & Development LLC | 0.24% | New | 25,232 | $1.5M |
| Quantbot Technologies LP | 0.07% | Reduce -16.1% | 24,966 | $1.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +11.3% | 24,603 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +5.4% | 24,575 | $1.5M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +0.6% | 24,397 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 24,216 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.5% | 24,193 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +4.5% | 24,193 | $1.4M |
| Tudor Investment Corporation | 0.02% | New | 24,039 | $1.4M |
| Advisors Asset Management, Inc. | 0.03% | Add +1.5% | 23,919 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.36% | Add +3.9% | 23,516 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.8% | 23,286 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.9% | 23,296 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.7% | 23,261 | $1.4M |
| Mizuho Securities USA LLC | 0.03% | New | 23,024 | $1.4M |
| Squarepoint Ops LLC | 0.01% | Reduce -85.4% | 22,667 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Add +0.6% | 22,504 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Add +3.8% | 22,284 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -14.0% | 22,247 | $1.3M |
| Maryland State Retirement & Pension System | 0.02% | No change | 22,205 | $1.3M |
| NJ State Employees Deferred Compensation Plan | 0.16% | No change | 22,000 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 21,316 | $1.3M |
| Wolverine Trading, LLC | 0.02% | Add +0.7% | 20,910 | $1.2M |
| MBB Public Markets I LLC | 0.03% | New | 20,770 | $1.2M |
| KBC Group NV | 0.00% | No change | 20,536 | $1.2M |
| Opus Investment Management Inc. | 0.77% | No change | 20,000 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +13.2% | 19,716 | $1.2M |
| Hilton Capital Management, LLC | 0.10% | Add +3.0% | 19,674 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +2.5% | 19,621 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -9.1% | 19,607 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Add +0.7% | 19,255 | $1.1M |
| Kesler, Norman & Wride, LLC | 0.24% | Reduce -27.0% | 19,204 | $1.1M |
| Prudential PLC | 0.01% | Reduce -3.2% | 18,758 | $1.1M |
| Metis Global Partners, LLC | 0.04% | Add +11.1% | 18,183 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.4% | 17,707 | $1.1M |
| Ninepoint Partners LP | 0.11% | No change | 17,505 | $1.0M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.2% | 17,105 | $1.0M |
| Mirabella Financial Services LLP | 0.09% | New | 17,094 | $1.0M |
| Quantinno Capital Management LP | 0.02% | Add +22.0% | 16,965 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.2% | 16,900 | $1.0M |
| Tidal Investments LLC | 0.01% | Add +1.3% | 16,815 | $1.0M |
| Exchange Capital Management, Inc. | 0.16% | Reduce -12.4% | 16,692 | $994K |
| Neuberger Berman Group LLC | 0.00% | Add +2.3% | 16,654 | $991K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +19.8% | 16,639 | $991K |
| Ramirez Asset Management, Inc. | 0.20% | Add +10.7% | 16,522 | $984K |
| Profund Advisors LLC | 0.04% | Add +50.1% | 16,490 | $982K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.4% | 16,392 | $976K |
| Nordea Investment Management AB | 0.00% | No change | 16,168 | $959K |
| First Trust Direct Indexing L.P. | 0.06% | Add +42.0% | 15,929 | $948K |
| Virtu Financial LLC | 0.06% | New | 15,558 | $926K |
| Horizon Kinetics Asset Management LLC | 0.02% | No change | 15,475 | $921K |
| Balyasny Asset Management L.P. | 0.00% | New | 15,416 | $918K |
| Pettee Investors, Inc. | 0.44% | No change | 15,368 | $915K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.29% | New | 15,354 | $914K |
| Moody National Bank Trust Division | 0.07% | Add +2.5% | 15,263 | $909K |
| Lombard Odier Asset Management (Switzerland) SA | 0.09% | No change | 15,171 | $903K |
| Capstone Investment Advisors, LLC | 0.04% | Add +91.7% | 15,053 | $896K |
| New Mexico Educational Retirement Board | 0.03% | No change | 14,710 | $876K |
| Deerfield Management Company, L.P. | 0.02% | New | 14,354 | $854K |
| Prospera Financial Services Inc | 0.02% | Add +31.2% | 14,173 | $844K |
| Banque Cantonale Vaudoise | 0.03% | Add +144.1% | 13,999 | $833K |
| BLB&B Advisors, LLC | 0.04% | Reduce -0.4% | 13,729 | $817K |
| Capital International, Inc. | 0.01% | Reduce -58.9% | 13,679 | $814K |
| Two Sigma Securities, LLC | 0.04% | New | 13,273 | $790K |
| Mirador Capital Partners LP | 0.15% | Add +5.3% | 13,094 | $780K |
| Elevated Capital Advisors, LLC | 0.22% | New | 12,945 | $771K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -4.9% | 12,939 | $770K |
| Rakuten Investment Management, Inc. | 0.01% | Add +61.0% | 12,715 | $762K |
| Praxis Investment Management Inc. | 0.05% | No change | 12,530 | $759K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 12,664 | $754K |
| Versor Investments LP | 0.14% | New | 12,659 | $754K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 12,601 | $750K |
| Hantz Financial Services, Inc. | 0.01% | Add +0.1% | 12,542 | $747K |
| United Services Automobile Association | 0.02% | Reduce -7.0% | 12,430 | $740K |
| Vestcor Inc | 0.02% | No change | 12,275 | $731K |
| Prelude Capital Management, LLC | 0.06% | Reduce -33.6% | 12,174 | $725K |
| Greenleaf Trust | 0.01% | Add +7.7% | 12,092 | $720K |
| QRG Capital Management, Inc. | 0.01% | Add +18.6% | 12,012 | $715K |
| Gotham Asset Management | 0.01% | New | 12,007 | $715K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -4.3% | 11,906 | $709K |
| Azimuth Capital Investment Management LLC | 0.03% | Add +221.7% | 11,652 | $694K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -11.1% | 11,607 | $691K |
| Huntington National Bank | 0.01% | Add +0.5% | 11,370 | $677K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -13.1% | 11,098 | $661K |
| Ieq Capital, LLC | 0.01% | Add +6.8% | 11,011 | $655K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 10,861 | $655K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.0% | 10,897 | $649K |
| Lido Advisors, LLC | 0.01% | Reduce -6.1% | 10,879 | $648K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +1543.5% | 10,847 | $646K |
| Meeder Advisory Services, Inc. | 0.05% | Add +21.9% | 10,778 | $642K |
| Swiss Life Asset Management Ltd | 0.01% | New | 10,669 | $635K |
| Smartleaf Asset Management LLC | 0.10% | Add +18.9% | 10,427 | $625K |
| Spirit of America Management Corp. | 0.13% | Add +17.4% | 10,450 | $622K |
| Amica Mutual Insurance Co. | 0.06% | No change | 10,317 | $614K |
| Icon Advisers Inc. | 0.14% | New | 10,400 | $612K |
| Norinchukin Bank, The | 0.02% | Reduce -1.9% | 10,201 | $607K |
| Fiduciary Trust Co | 0.01% | No change | 10,153 | $604K |
| MML Investors Services, LLC | 0.00% | Reduce -2.2% | 9,934 | $591K |
| NEOS Investment Management LLC | 0.02% | Add +43.4% | 9,877 | $588K |
| Empirical Finance, LLC | 0.04% | Reduce -6.3% | 9,831 | $585K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -0.9% | 9,632 | $573K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +21.9% | 9,551 | $569K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +9.8% | 9,520 | $567K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +1.7% | 9,503 | $566K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -4.2% | 9,474 | $564K |
| Simplicity Wealth,LLC | 0.01% | Reduce -3.7% | 9,471 | $564K |
| Foster & Motley Inc. | 0.04% | Reduce -1.3% | 9,452 | $563K |
| Cwm, LLC | 0.00% | Reduce -8.2% | 9,448 | $562K |
| Commerce Bank | 0.00% | Add +2.2% | 9,422 | $561K |
| BKM Wealth Management, LLC | 0.27% | Reduce -32.2% | 9,308 | $554K |
| Whittier Trust Co. | 0.01% | Add +22.8% | 9,249 | $550K |
| Altfest L J & Co. Inc. | 0.07% | New | 8,963 | $534K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -0.2% | 8,919 | $531K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 8,911 | $530K |
| Aigen Investment Management, LP | 0.10% | Reduce -72.3% | 8,692 | $517K |
| United Capital Financial Advisors, LLC | 0.00% | Add +8.4% | 8,512 | $507K |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 8,478 | $503K |
| GAMMA Investing LLC | 0.07% | Add +32.2% | 8,315 | $495K |
| Summit Financial, LLC | 0.02% | Add +13.6% | 8,076 | $481K |
| Boit C F David | 0.24% | No change | 7,800 | $464K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.4% | 7,790 | $464K |
| Choreo, LLC | 0.01% | New | 7,805 | $460K |
| Walleye Trading LLC | 0.01% | New | 7,551 | $450K |
| Acorn Wealth Advisors, LLC | 0.22% | Reduce -0.9% | 7,515 | $447K |
| V-Square Quantitative Management LLC | 0.07% | Reduce -0.6% | 7,245 | $431K |
| Centennial Wealth Advisory LLC | 0.18% | Add +4.5% | 7,173 | $427K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -58.3% | 6,966 | $415K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.3% | 6,854 | $408K |
| Investment Management Corp of Ontario | 0.01% | Add +44.8% | 6,792 | $404K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -83.7% | 6,682 | $398K |
| Boothbay Fund Management, LLC | 0.01% | Add +27.8% | 6,657 | $396K |
| Advisory Alpha, LLC | 0.02% | Add +15.3% | 6,619 | $394K |
| Qtron Investments LLC | 0.05% | No change | 6,383 | $380K |
| Nomura Holdings Inc. | 0.00% | New | 6,338 | $377K |
| Conning Inc. | 0.01% | No change | 6,332 | $377K |
| MQS Management LLC | 0.21% | New | 5,962 | $355K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 5,684 | $338K |
| International Private Wealth Advisors LLC | 0.56% | Add +9.3% | 5,601 | $333K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12497.7% | 5,543 | $330K |
| Oak Thistle LLC | 0.24% | Add +42.9% | 5,517 | $328K |
| Vident Advisory, LLC | 0.01% | Add +17.8% | 5,464 | $325K |
| Blair William & Co. | 0.00% | Reduce -9.2% | 5,429 | $323K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +0.3% | 5,428 | $323K |
| Wedbush Securities Inc. | 0.01% | Reduce -11.3% | 5,274 | $314K |
| HighPoint Advisor Group LLC | 0.02% | Add +10.2% | 4,598 | $299K |
| Silverleafe Capital Partners, LLC | 0.10% | No change | 5,000 | $298K |
| Vinva Investment Management Ltd | 0.01% | New | 4,933 | $296K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -7.3% | 4,938 | $294K |
| Samalin Investment Counsel, LLC | 0.14% | Add +4.1% | 4,932 | $294K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -12.5% | 4,897 | $292K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,760 | $283K |
| Gen-Wealth Partners Inc | 0.14% | No change | 4,756 | $283K |
| Alpine Woods Capital Investors, LLC | 0.04% | No change | 4,750 | $283K |
| Oxler Private Wealth LLC | 0.10% | Add +0.7% | 4,744 | $282K |
| Zions Bancorporation, N.A. | 0.02% | Reduce -41.7% | 4,739 | $282K |
| Chatham Capital Group, Inc. | 0.05% | Reduce -90.7% | 4,730 | $282K |
| Pinnacle Wealth Management Group, Inc. | 0.19% | No change | 4,725 | $281K |
| Pearl River Capital, LLC | 0.04% | New | 4,709 | $280K |
| Blue Trust, Inc. | 0.00% | Add +12.8% | 4,626 | $279K |
| Insigneo Advisory Services, LLC | 0.03% | Add +8.1% | 4,280 | $276K |
| NorthRock Partners, LLC | 0.01% | Reduce -27.8% | 4,595 | $274K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.3% | 4,564 | $272K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 4,525 | $269K |
| Empowered Funds, LLC | 0.00% | Reduce -1.5% | 4,511 | $269K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.3% | 4,508 | $268K |
| Fulton Bank, N.A. | 0.01% | Reduce -0.8% | 4,495 | $268K |
| Quadrant Capital Group LLC | 0.02% | Add +18.4% | 4,462 | $266K |
| Signaturefd, LLC | 0.01% | Add +1.6% | 4,409 | $262K |
| Trust Co of the South | 0.06% | No change | 4,404 | $262K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -4.5% | 4,393 | $261K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | — | 4,377 | $261K |
| Horizon Investments, LLC | 0.01% | Reduce -8.3% | 4,376 | $258K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -42.2% | 4,316 | $257K |
| Pitcairn Co. | 0.02% | Add +4.7% | 4,284 | $255K |
| Belpointe Asset Management LLC | 0.02% | Add +1.5% | 4,282 | $255K |
| Integrated Wealth Concepts LLC | 0.00% | Add +18.6% | 4,237 | $252K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +6.7% | 4,201 | $250K |
| Strategy Asset Managers LLC | 0.06% | Reduce -5.2% | 4,216 | $248K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +11016.2% | 4,113 | $245K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.7% | 4,087 | $243K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,050 | $241K |
| Vontobel Holding Ltd. | 0.00% | Reduce -11.8% | 4,047 | $241K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -2.3% | 3,882 | $239K |
| Los Angeles Capital Management LLC | 0.00% | No change | 3,895 | $232K |
| Venture Visionary Partners LLC | 0.01% | New | 3,890 | $232K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.6% | 3,834 | $228K |
| Montag A & Associates Inc. | 0.01% | Reduce -0.4% | 3,803 | $226K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +6.7% | 3,767 | $224K |
| Stephens Consulting, LLC | 0.06% | Add +0.2% | 3,759 | $224K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | No change | 3,745 | $223K |
| Diametric Capital, LP | 0.12% | New | 3,686 | $219K |
| Caprock Group, LLC | 0.01% | New | 3,669 | $218K |
| Trust Point Inc. | 0.02% | Reduce -1.3% | 3,664 | $218K |
| Financial Strategies Group, Inc. | 0.05% | Add +0.7% | 3,679 | $217K |
| Morningstar Investment Management LLC | 0.02% | No change | 3,618 | $215K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 3,605 | $215K |
| SageView Advisory Group, LLC | 0.01% | Add +7.0% | 3,584 | $213K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,575 | $213K |
| Essex Bank | 0.06% | Reduce -0.1% | 3,568 | $212K |
| Symmetry Partners, LLC | 0.01% | No change | 3,556 | $212K |
| Morningstar Investment Services LLC | 0.00% | New | 3,522 | $211K |
| Pointe Capital Management LLC | 0.13% | No change | 3,515 | $209K |
| Strait & Sound Wealth Management LLC | 0.11% | No change | 3,474 | $207K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | New | 3,467 | $206K |
| Advisor OS, LLC | 0.02% | New | 3,460 | $206K |
| Full Sail Capital, LLC | 0.01% | No change | 3,445 | $205K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,438 | $205K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.0% | 3,424 | $204K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -3.6% | 3,407 | $203K |
| VeraBank, N.A. | 0.06% | No change | 3,400 | $202K |
| TFB Advisors LLC | 0.07% | New | 3,390 | $202K |
| Mather Group, Llc. | 0.00% | Reduce -15.4% | 3,296 | $199K |
| Quarry LP | 0.09% | Add +118.0% | 3,325 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,242 | $193K |
| Federated Hermes, Inc. | 0.00% | Add +201.7% | 3,234 | $193K |
| Virtus Advisers, LLC | 0.09% | Reduce -0.6% | 3,102 | $185K |
| Danske Bank A/S | 0.00% | No change | 3,000 | $179K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.1% | 2,937 | $175K |
| Spire Wealth Management | 0.01% | Reduce -1.9% | 2,626 | $156K |
| Clearstead Advisors, LLC | 0.00% | Add +22.1% | 2,554 | $152K |
| EntryPoint Capital, LLC | 0.07% | Add +33.9% | 2,452 | $146K |
| Arax Advisory Partners | 0.01% | New | 2,390 | $142K |
| Continuum Advisory, LLC | 0.02% | Add +9.7% | 2,330 | $139K |
| Alaska Permanent Fund Corp | 0.00% | No change | 2,070 | $134K |
| Headlands Technologies LLC | 0.01% | Add +194.4% | 2,102 | $125K |
| FWL Investment Management, LLC | 0.06% | No change | 2,100 | $125K |
| Ostrum Asset Management | 0.01% | Reduce -72.2% | 2,020 | $120K |
| State of Wyoming | 0.02% | Add +10.1% | 2,001 | $119K |
| Global Retirement Partners, LLC | 0.00% | Add +72.4% | 1,989 | $118K |
| Colonial Trust Co / SC | 0.02% | Add +1.1% | 1,953 | $116K |
| Crewe Advisors LLC | 0.01% | Reduce -7.0% | 1,905 | $113K |
| Blue Chip Partners, LLC | 0.01% | Add +0.8% | 1,828 | $109K |
| Ossiam | 0.00% | New | 1,759 | $105K |
| Gradient Investments LLC | 0.00% | Add +1476.2% | 1,718 | $102K |
| Allworth Financial LP | 0.00% | Add +0.5% | 1,594 | $98K |
| Parallel Advisors, LLC | 0.00% | Add +3.6% | 1,566 | $93K |
| First Financial Corp. | 0.05% | No change | 1,555 | $93K |
| Rothschild Investment LLC | 0.01% | Add +4.0% | 1,545 | $92K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,539 | $92K |
| Venturi Wealth Management, LLC | 0.01% | Add +27.3% | 1,513 | $90K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 1,500 | $89K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -5.4% | 1,496 | $89K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $89K |
| Caitlin John, LLC | 0.06% | No change | 1,468 | $87K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +2.4% | 1,433 | $85K |
| Costello Asset Management, INC | 0.06% | No change | 1,408 | $84K |
| Sentry Investment Management LLC | 0.03% | Reduce -17.0% | 1,270 | $76K |
| Quent Capital, LLC | 0.01% | Add +52.7% | 1,269 | $76K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 1,123 | $73K |
| Principal Securities, Inc. | 0.00% | Add +31.7% | 1,216 | $72K |
| Alta Advisers Ltd | 0.03% | No change | 1,200 | $71K |
| Simplex Trading, LLC | 0.00% | Reduce -59.7% | 1,202 | $71K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,179 | $70K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.2% | 1,153 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +6.2% | 1,108 | $66K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.9% | 1,076 | $63K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,000 | $60K |
| DT Investment Partners, LLC | 0.01% | Add +594.5% | 1,007 | $60K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +21.1% | 976 | $58K |
| CI Investments Inc. | 0.00% | Reduce -6.9% | 890 | $53K |
| Cromwell Holdings LLC | 0.03% | — | 884 | $53K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 873 | $52K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.3% | 872 | $52K |
| Harbour Investments, Inc. | 0.00% | No change | 848 | $50K |
| CVA Family Office, LLC | 0.01% | Add +1.0% | 823 | $49K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 816 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.2% | 819 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 800 | $48K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.9% | 798 | $48K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 787 | $47K |
| Private Trust Co. NA | 0.01% | No change | 782 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 755 | $45K |
| Innealta Capital, LLC | 0.01% | New | 726 | $43K |
| TruNorth Capital Management, LLC | 0.01% | Add +431.3% | 712 | $42K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -56.9% | 686 | $41K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 670 | $40K |
| Tobam | 0.01% | Reduce -8.3% | 659 | $39K |
| Leonteq Securities AG | 0.01% | New | 650 | $39K |
| Voisard Asset Management Group, Inc. | 0.02% | Add +0.8% | 635 | $38K |
| Global Financial Private Client, LLC | 0.01% | No change | 557 | $33K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +34.8% | 539 | $32K |
| Manchester Capital Management LLC | 0.00% | Add +373.1% | 492 | $29K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | Reduce -59.4% | 479 | $29K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.4% | 456 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $25K |
| CNB Bank | 0.01% | No change | 413 | $25K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.5% | 405 | $24K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 405 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 355 | $21K |
| Johnson Financial Group, Inc. | 0.00% | No change | 338 | $20K |
| MV Capital Management, Inc. | 0.00% | Add +0.7% | 312 | $19K |
| Grove Bank & Trust | 0.00% | No change | 311 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | Add +14.5% | 308 | $18K |
| St Germain D J Co. Inc. | 0.00% | No change | 303 | $18K |
| Hilltop National Bank | 0.01% | No change | 300 | $18K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +24.9% | 286 | $17K |
| Ransom Advisory, Ltd | 0.01% | New | 274 | $16K |
| Valley National Advisers Inc. | 0.00% | Reduce -3.5% | 273 | $16K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 261 | $16K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 250 | $15K |
| Covestor Ltd | 0.01% | Reduce -19.9% | 229 | $14K |
| Riverview Trust Co | 0.01% | No change | 222 | $13K |
| Richardson Financial Services Inc. | 0.01% | No change | 220 | $13K |
| First Pacific Financial | 0.00% | No change | 218 | $13K |
| Nemes Rush Group LLC | 0.00% | No change | 216 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +22.2% | 209 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $12K |
| Tsfg, LLC | 0.00% | No change | 200 | $12K |
| Transcendent Capital Group LLC | 0.01% | No change | 200 | $12K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 194 | $12K |
| LRI Investments, LLC | 0.00% | No change | 187 | $11K |
| Mattson Financial Services, LLC | 0.00% | — | 179 | $11K |
| Family Firm, Inc. | 0.00% | New | 168 | $10K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -21.6% | 163 | $10K |
| First Horizon Advisors, Inc. | 0.00% | Add +19.4% | 160 | $10K |
| West Paces Advisors Inc. | 0.00% | No change | 154 | $9K |
| GW&K Investment Management, LLC | 0.00% | Add +17.7% | 146 | $9K |
| HighMark Wealth Management LLC | 0.01% | Add +13.4% | 144 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 126 | $8K |
| Raleigh Capital Management Inc. | 0.00% | Add +8.7% | 125 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | Add +23.5% | 121 | $7K |
| Atticus Wealth Management, LLC | 0.00% | No change | 120 | $7K |
| HM Payson & Co. | 0.00% | Add +3.6% | 115 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -20.1% | 111 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 109 | $6K |
| UMB Bank, n.a. | 0.00% | Add +116.0% | 108 | $6K |
| MCF Advisors LLC | 0.00% | No change | 104 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 100 | $6K |
| Sachetta, LLC | 0.00% | Add +600.0% | 91 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +31.1% | 97 | $6K |
| Center for Financial Planning, Inc. | 0.00% | Add +244.4% | 93 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 91 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $5K |
| WASHINGTON TRUST Co | 0.00% | Reduce -2.2% | 88 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 78 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 73 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 70 | $4K |
| City State Bank | 0.00% | No change | 65 | $4K |
| Creekmur Asset Management LLC | 0.00% | New | 65 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | New | 61 | $4K |
| Sandy Spring Bank | 0.00% | Add +116.0% | 54 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 54 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 53 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.3% | 44 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +2.3% | 44 | $3K |
| Operose Advisors LLC | 0.00% | No change | 44 | $3K |
| CENTRAL TRUST Co | 0.00% | Reduce -46.9% | 43 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 42 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 35 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 34 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 38 | $2K |
| Main Street Group, LTD | 0.00% | Reduce -46.0% | 34 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +27.3% | 28 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +100.0% | 28 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +55.6% | 28 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 26 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -94.7% | 26 | $2K |
| Richardson Capital Management LLC | 0.00% | New | 25 | $1K |
| Unique Wealth Strategies, LLC | 0.00% | New | 23 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 22 | $1K |
| ESL Trust Services, LLC | 0.00% | New | 22 | $1K |
| Bokf, NA | 0.00% | New | 22 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Larson Financial Group LLC | 0.00% | Add +28.6% | 18 | $1K |
| Planning Capital Management Corp | 0.00% | No change | 18 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $1K |
| Avion Wealth | 0.00% | No change | 28 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 24 | $1K |
| Fairway Wealth LLC | 0.00% | New | 16 | $952 |
| Opal Wealth Advisors, LLC | 0.00% | New | 13 | $774 |
| True Wealth Design, LLC | 0.00% | Add +85.7% | 13 | $774 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 12 | $714 |
| ClariVest Asset Management LLC | 0.00% | No change | 11 | $660 |
| Beacon Capital Management, LLC | 0.00% | Reduce -96.4% | 10 | $600 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 10 | $596 |
| Wolff Wiese Magana LLC | 0.00% | New | 10 | $596 |
| Nvwm, LLC | 0.00% | Add +100.0% | 10 | $595 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $595 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $536 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 7 | $417 |
| Key Financial Inc | 0.00% | No change | 7 | $417 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 5 | $298 |
| WestEnd Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $238 |
| Harbor Investment Advisory, LLC | 0.00% | New | 4 | $238 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $179 |
| SIMA Wealth Partners, LLC | 0.00% | — | 2 | $141 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $119 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $60 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $60 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 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.