CMS EnergyCMS
13F holders, Q4 2024 (December 31)715holders +6
64new positions
82sold out
7famous investors
$66.63avg. 13F price*
At the end of Q4 2024, 715 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 6 from Q3 2024. 64 opened new positions and 82 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($2.1B) and JPMorgan Chase & Co. ($1.7B). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $160.7M |
| Exits | 82 | $132.6M |
All 13F filers, Q3 2024 → Q4 2024: 17,368,574 shares bought and 18,467,130 shares sold, net −1,098,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 715 holders
| Vanguard Group Inc. | 0.04% | Add +0.8% | 38,175,088 | $2.5B |
| BlackRock, Inc. | 0.04% | Add +2.2% | 31,327,816 | $2.1B |
| JPMorgan Chase & Co. | 0.14% | Reduce -5.3% | 25,589,387 | $1.7B |
| State Street Corp. | 0.04% | Reduce -0.9% | 16,177,164 | $1.1B |
| T. Rowe Price Associates Inc. | 0.11% | Add +32.4% | 14,256,949 | $950.2M |
| Massachusetts Financial Services Co. | 0.21% | Add +28.0% | 9,741,389 | $649.3M |
| Geode Capital Management, LLC | 0.04% | Add +1.3% | 7,608,680 | $505.9M |
| Wells Fargo & Company | 0.10% | Reduce -4.0% | 5,918,398 | $394.5M |
| Morgan Stanley | 0.03% | Reduce -3.3% | 5,785,932 | $385.6M |
| Invesco Ltd. | 0.06% | Add +11.2% | 5,058,389 | $337.1M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.1% | 4,931,669 | $328.6M |
| Deutsche Bank AG | 0.13% | Add +8.7% | 4,886,658 | $325.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.35% | Add +2.8% | 4,865,162 | $324.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +0.9% | 3,730,412 | $248.6M |
| Legal & General Group Plc | 0.05% | Reduce -2.3% | 3,087,226 | $205.8M |
| Bank of America Corp. | 0.02% | Reduce -8.9% | 3,032,673 | $202.1M |
| Northern Trust Corp. | 0.03% | Add +11.6% | 2,986,489 | $199.0M |
| FIL Ltd | 0.18% | Reduce -0.3% | 2,938,084 | $195.8M |
| Amundi | 0.07% | Reduce -37.2% | 2,814,258 | $186.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +21.7% | 2,624,075 | $174.9M |
| Norges Bank | 0.02% | Add +20.3% | 2,577,617 | $171.8M |
| ExodusPoint Capital Management, LP | 1.77% | Add +15.5% | 2,556,267 | $170.4M |
| Pictet Asset Management Holding SA | 0.18% | Reduce -10.1% | 2,483,489 | $165.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.3% | 2,285,627 | $152.3M |
| Perpetual Ltd | 1.62% | Reduce -9.7% | 2,074,117 | $138.2M |
| Jennison Associates LLC | 0.08% | Reduce -1.4% | 1,931,605 | $128.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.1% | 1,879,271 | $125.3M |
| Franklin Resources Inc. | 0.03% | Reduce -33.4% | 1,827,152 | $121.8M |
| Truist Financial Corp. | 0.17% | Add +10.0% | 1,621,562 | $108.1M |
| Nuveen Asset Management, LLC | 0.03% | Add +2.2% | 1,608,392 | $107.2M |
| iA Global Asset Management Inc. | 1.87% | Add +3.0% | 1,598,991 | $106.6M |
| Duff & Phelps Investment Management Co. | 1.14% | Reduce -7.1% | 1,433,047 | $95.5M |
| CBRE Investment Management Listed Real Assets LLC | 1.68% | Add +17.6% | 1,414,311 | $94.3M |
| Magellan Asset Management Ltd | 1.03% | Reduce -6.1% | 1,412,524 | $94.1M |
| Macquarie Group Ltd. | 0.11% | Add +7.5% | 1,416,373 | $93.6M |
| California Public Employees Retirement System | 0.06% | Add +1.8% | 1,374,324 | $91.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.1% | 1,367,975 | $91.2M |
| Zimmer Partners, LP | 1.55% | New | 1,337,928 | $89.2M |
| Lord, Abbett & Co. LLC | 0.29% | Reduce -0.3% | 1,331,828 | $88.8M |
| DekaBank Deutsche Girozentrale | 0.16% | No change | 1,333,955 | $88.6M |
| Reaves W H & Co. Inc. | 2.25% | Reduce -3.9% | 1,278,281 | $85.2M |
| UBS Group AG | 0.02% | Add +39.4% | 1,214,835 | $81.0M |
| Brookfield Corp | 0.46% | Reduce -6.1% | 1,126,816 | $75.1M |
| Prudential Financial Inc. | 0.10% | Add +207.9% | 1,115,524 | $74.3M |
| Aberdeen Group plc | 0.12% | Add +1.3% | 980,651 | $65.1M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 945,745 | $63.0M |
| First Trust Advisors LP | 0.05% | Reduce -4.5% | 878,791 | $58.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.9% | 854,716 | $57.0M |
| Barclays PLC | 0.03% | Add +39.0% | 846,296 | $56.4M |
| Swiss National Bank | 0.04% | Reduce -4.8% | 844,000 | $56.3M |
| Fisher Funds Management LTD | 1.30% | — | 811,746 | $53.9M |
| UniSuper Management Pty Ltd | 0.38% | Add +0.9% | 802,890 | $53.5M |
| Railway Pension Investments Ltd | 0.70% | No change | 790,900 | $52.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +4.5% | 755,162 | $50.3M |
| Assenagon Asset Management S.A. | 0.08% | Add +760.5% | 700,135 | $46.7M |
| Capital International Investors | 0.01% | Add +0.0% | 697,348 | $46.5M |
| Partners Group Holding AG | 1.57% | Reduce -10.4% | 657,749 | $43.8M |
| HSBC Holdings PLC | 0.03% | Reduce -5.5% | 634,749 | $42.3M |
| Rhumbline Advisers | 0.04% | Reduce -1.5% | 634,195 | $42.3M |
| BNP Paribas Financial Markets | 0.03% | Add +14.5% | 630,996 | $42.1M |
| Aviva PLC | 0.11% | Add +1.1% | 623,267 | $41.5M |
| Energy Income Partners, LLC | 0.84% | Reduce -16.4% | 611,731 | $40.8M |
| Bank of Montreal | 0.02% | Reduce -43.3% | 611,311 | $40.7M |
| Citigroup Inc. | 0.04% | Reduce -9.1% | 604,954 | $40.3M |
| FMR LLC | 0.00% | Add +101.0% | 594,120 | $39.6M |
| Bahl & Gaynor LLC | 0.21% | Add +6.3% | 589,734 | $39.3M |
| STRS Ohio | 0.15% | Add +2.7% | 574,849 | $38.3M |
| TD Asset Management Inc | 0.03% | Reduce -1.5% | 569,086 | $37.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.23% | Reduce -0.4% | 564,087 | $37.6M |
| Miller Howard Investments Inc. | 1.24% | Reduce -13.9% | 563,806 | $37.6M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -2.7% | 546,623 | $36.4M |
| Janus Henderson Group PLC | 0.02% | Add +12.7% | 539,887 | $36.0M |
| 1832 Asset Management L.P. | 0.06% | Reduce -16.6% | 536,568 | $35.8M |
| Victory Capital Management Inc. | 0.04% | Reduce -6.6% | 524,997 | $35.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.7% | 478,444 | $31.9M |
| M&T Bank Corp | 0.11% | Reduce -1.5% | 475,951 | $31.7M |
| Principal Financial Group Inc. | 0.01% | Add +0.6% | 410,908 | $27.4M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -11.8% | 407,880 | $27.2M |
| National Pension Service | 0.02% | Reduce -10.6% | 390,766 | $26.0M |
| RWC Asset Management LLP | 1.50% | Add +4.3% | 373,757 | $24.9M |
| Raymond James Financial Inc. | 0.01% | — | 367,299 | $24.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | — | 360,865 | $24.1M |
| Tortoise Capital Advisors, L.L.C. | 0.31% | Add +9.0% | 359,738 | $24.0M |
| Schroder Investment Management Group | 0.02% | Reduce 0.0% | 355,781 | $23.7M |
| California State Teachers Retirement System | 0.03% | Reduce -4.3% | 355,169 | $23.7M |
| Renaissance Technologies | 0.03% | Add +615.2% | 347,600 | $23.2M |
| Public Employees Retirement Association of Colorado | 0.09% | Reduce -0.8% | 345,637 | $23.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.4% | 341,982 | $22.8M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -11.7% | 337,192 | $22.5M |
| APG Asset Management N.V. | 0.06% | Reduce -41.9% | 342,776 | $22.1M |
| Millennium Management | 0.02% | Add +165.5% | 320,877 | $21.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -43.4% | 320,617 | $21.4M |
| Susquehanna Fundamental Investments, LLC | 0.35% | — | 315,593 | $21.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +24.5% | 312,656 | $20.8M |
| AQR Capital Management | 0.03% | Add +26.1% | 309,963 | $20.7M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -7.2% | 309,568 | $20.6M |
| Capital Group Private Client Services, Inc. | 0.19% | Add +0.3% | 306,982 | $20.5M |
| HITE Hedge Asset Management LLC | 1.45% | Reduce -16.4% | 297,186 | $19.8M |
| State of Wisconsin Investment Board | 0.05% | Reduce -8.0% | 293,726 | $19.6M |
| Avalon Trust Co | 1.37% | Reduce -0.1% | 289,540 | $19.3M |
| Bruce & Co., Inc. | 6.15% | Reduce -7.7% | 286,000 | $19.1M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +4154.9% | 279,161 | $18.6M |
| National Bank of Canada | 0.02% | Reduce -70.3% | 265,363 | $17.7M |
| LPL Financial LLC | 0.01% | Reduce -6.3% | 257,150 | $17.1M |
| New York State Teachers Retirement System | 0.04% | Reduce -5.4% | 252,541 | $16.8M |
| Beck Bode, LLC | 3.03% | Add +9.6% | 248,803 | $16.6M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -1.7% | 245,934 | $16.4M |
| Keybank National Association | 0.06% | Reduce -1.0% | 234,866 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -2.2% | 233,228 | $15.5M |
| Summit Global Investments | 0.97% | New | 232,648 | $15.5M |
| D. E. Shaw & Co. | 0.02% | Reduce -34.8% | 229,663 | $15.3M |
| Artemis Investment Management LLP | 0.21% | Reduce -41.3% | 225,134 | $15.0M |
| Hudson Bay Capital Management LP | 0.11% | Add +3.6% | 223,967 | $14.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -0.6% | 222,072 | $14.8M |
| AE Wealth Management LLC | 0.12% | Add +6.3% | 215,595 | $14.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -90.8% | 212,969 | $14.2M |
| Natixis Advisors, LLC | 0.03% | Add +11.4% | 209,961 | $14.0M |
| Allianz Asset Management GmbH | 0.02% | Add +0.0% | 204,922 | $13.7M |
| Teacher Retirement System of Texas | 0.05% | Reduce -24.0% | 201,019 | $13.4M |
| Gabelli Funds LLC | 0.10% | No change | 191,317 | $12.8M |
| Cidel Asset Management Inc. | 0.86% | Reduce -20.9% | 190,789 | $12.7M |
| Asset Management One Co., Ltd. | 0.04% | Add +6.3% | 185,949 | $12.5M |
| Korea Investment CORP | 0.03% | Reduce -30.1% | 186,976 | $12.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -4.9% | 186,441 | $12.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 185,894 | $12.4M |
| Covea Finance | 0.53% | Reduce -3.8% | 177,300 | $11.8M |
| Susquehanna International Group, LLP | 0.02% | Add +24.7% | 172,364 | $11.5M |
| Hennessy Advisors Inc. | 0.34% | Add +2.7% | 170,698 | $11.4M |
| Nicholas Company, Inc. | 0.18% | Reduce -0.1% | 167,590 | $11.2M |
| Toronto Dominion Bank | 0.02% | Reduce -7.5% | 165,847 | $11.1M |
| OMERS ADMINISTRATION Corp | 0.10% | Add +1.3% | 164,728 | $11.0M |
| Verition Fund Management LLC | 0.06% | Add +59.3% | 164,577 | $11.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -0.2% | 163,974 | $10.9M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -0.6% | 160,367 | $10.7M |
| First American Trust, FSB | 1.06% | Reduce -0.8% | 159,595 | $10.6M |
| DNB Asset Management AS | 0.05% | Add +119.6% | 157,466 | $10.5M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -2.1% | 156,788 | $10.4M |
| Westwood Holdings Group Inc. | 0.08% | Add +1.7% | 155,241 | $10.3M |
| Wealthfront Advisers LLC | 0.03% | Add +93.0% | 151,019 | $10.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.69% | Add +38.6% | 147,960 | $9.9M |
| Engineers Gate Manager LP | 0.17% | Add +1175.3% | 146,348 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.7% | 140,209 | $9.3M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -4.0% | 137,514 | $9.2M |
| KLP Kapitalforvaltning As | 0.04% | — | 132,600 | $8.8M |
| Brasada Capital Management, LP | 1.57% | Add +0.6% | 135,830 | $8.8M |
| Illinois Municipal Retirement Fund | 0.12% | Reduce -24.5% | 131,614 | $8.8M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.6% | 130,880 | $8.7M |
| CIBC Asset Management Inc | 0.03% | Add +1.1% | 130,647 | $8.7M |
| Comerica Bank | 0.03% | Reduce -1.6% | 129,095 | $8.6M |
| Crestline Management, L.P. | 0.30% | Reduce -24.2% | 128,797 | $8.6M |
| Howe & Rusling Inc. | 0.72% | Reduce -1.9% | 126,028 | $8.4M |
| Contravisory Investment Management, Inc. | 1.74% | New | 122,258 | $8.1M |
| AMF Tjanstepension AB | 0.06% | Reduce -84.8% | 121,251 | $8.1M |
| Mattern Capital Management, LLC | 1.05% | Reduce -2.1% | 120,921 | $8.1M |
| Andra AP-fonden | 0.13% | New | 119,400 | $8.0M |
| Tidal Investments LLC | 0.06% | Add +491.3% | 116,953 | $7.8M |
| NewSquare Capital LLC | 0.62% | Reduce -0.2% | 118,266 | $7.8M |
| &partners | 0.09% | Add +52.3% | 116,370 | $7.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +434.0% | 115,341 | $7.7M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +1.7% | 113,769 | $7.6M |
| Credit Agricole S A | 0.03% | Add +42.0% | 110,552 | $7.4M |
| Wexford Capital LP | 1.84% | New | 108,143 | $7.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -3.2% | 103,493 | $6.9M |
| Sterling Capital Management LLC | 0.09% | Reduce -34.1% | 101,823 | $6.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +10.0% | 96,803 | $6.5M |
| Sei Investments Co. | 0.01% | Reduce -8.3% | 96,715 | $6.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +13.2% | 96,208 | $6.4M |
| Intact Investment Management Inc. | 0.22% | Add +31.2% | 95,700 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +2.7% | 94,032 | $6.3M |
| GQG Partners LLC | 0.01% | Reduce -97.2% | 94,026 | $6.3M |
| Van Eck Associates Corp. | 0.01% | Add +12.7% | 92,899 | $6.2M |
| Voya Investment Management LLC | 0.01% | Reduce -5.5% | 90,316 | $6.0M |
| Assetmark, Inc. | 0.02% | Add +6.9% | 88,891 | $5.9M |
| Arizona State Retirement System | 0.04% | Add +1.4% | 86,766 | $5.8M |
| Wellington Management Group LLP | 0.00% | Reduce -1.3% | 85,481 | $5.7M |
| IFM Investors Pty Ltd | 0.06% | Add +0.5% | 82,459 | $5.5M |
| New England Asset Management Inc. | 0.98% | Reduce -35.0% | 82,015 | $5.5M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 81,934 | $5.5M |
| State of Michigan Retirement System | 0.03% | Reduce -0.4% | 81,099 | $5.4M |
| Nomura Holdings Inc. | 0.03% | New | 80,864 | $5.4M |
| Swiss Life Asset Management Ltd | 0.04% | Add +353.1% | 80,371 | $5.4M |
| First American Bank | 0.37% | Add +2.1% | 79,851 | $5.3M |
| Graham Capital Management, L.P. | 0.26% | Add +69.3% | 79,691 | $5.3M |
| American Century Companies Inc. | 0.00% | Reduce -71.7% | 79,439 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Add +1.8% | 79,057 | $5.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +9.2% | 78,132 | $5.2M |
| Public Sector Pension Investment Board | 0.02% | Add +48.6% | 77,575 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.9% | 76,783 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 76,560 | $5.1M |
| Bokf, NA | 0.09% | Reduce -35.1% | 78,376 | $5.1M |
| SG Americas Securities, LLC | 0.02% | Reduce -50.1% | 76,346 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 73,518 | $4.9M |
| Logan Capital Management Inc. | 0.20% | Reduce -3.4% | 71,182 | $4.7M |
| Corebridge Financial, Inc. | 0.03% | Reduce -4.6% | 70,739 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -22.5% | 70,483 | $4.7M |
| Hilltop Holdings Inc. | 0.29% | Add +0.5% | 69,277 | $4.6M |
| SilverOak Wealth Management LLC | 0.99% | Add +0.0% | 68,838 | $4.6M |
| BTG Pactual Asset Management US LLC | 0.58% | New | 67,374 | $4.5M |
| Daiichi Life Insurance Co., Ltd. | 0.12% | Add +72.4% | 67,165 | $4.5M |
| Czech National Bank | 0.04% | Add +6.5% | 64,783 | $4.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.8% | 64,691 | $4.3M |
| Benjamin Edwards Inc. | 0.06% | Reduce -0.9% | 62,953 | $4.2M |
| Forsta Ap-Fonden | 0.03% | Add +0.7% | 61,600 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -46.0% | 61,467 | $4.1M |
| Canada Post Corp Registered Pension Plan | 0.24% | — | 61,250 | $4.1M |
| Corient Private Wealth LP | 0.01% | Add +2.4% | 61,097 | $4.1M |
| Edgestream Partners, L.P. | 0.17% | Add +103.4% | 60,335 | $4.0M |
| First Citizens Bank & Trust Co. | 0.07% | Reduce -2.9% | 58,936 | $3.9M |
| Panagora Asset Management Inc. | 0.02% | Reduce -55.9% | 58,163 | $3.9M |
| Amalgamated Bank | 0.03% | Reduce -2.1% | 57,431 | $3.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.8% | 57,210 | $3.8M |
| Pacer Advisors, Inc. | 0.01% | Reduce -26.8% | 57,148 | $3.8M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 54,273 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Add +1.4% | 53,774 | $3.6M |
| Wbi Investments, LLC | 0.89% | Add +156.4% | 53,719 | $3.6M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +71.8% | 52,009 | $3.5M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Reduce -53.3% | 51,106 | $3.4M |
| Two Sigma Investments, LP | 0.01% | New | 51,075 | $3.4M |
| Daiwa Securities Group Inc. | 0.02% | Add +0.2% | 51,000 | $3.4M |
| Quantinno Capital Management LP | 0.03% | Add +111.4% | 49,598 | $3.3M |
| Utah Retirement Systems | 0.04% | No change | 49,208 | $3.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -1.4% | 48,965 | $3.3M |
| Mesirow Institutional Investment Management, Inc. | 0.25% | Add +2.4% | 48,796 | $3.3M |
| Guggenheim Capital LLC | 0.03% | Add +9.8% | 48,264 | $3.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -0.8% | 48,211 | $3.2M |
| Agf Management Ltd. | 0.02% | Add +2.6% | 47,402 | $3.2M |
| Cibc World Markets Corp. | 0.02% | Add +16.3% | 47,160 | $3.1M |
| Bank of Nova Scotia | 0.01% | Add +3.6% | 45,898 | $3.1M |
| ProShare Advisors LLC | 0.01% | Add +14.2% | 45,292 | $3.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 42,944 | $2.9M |
| Atom Investors LP | 0.35% | Add +1036.2% | 41,902 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +1.1% | 41,395 | $2.8M |
| Xponance LLC | 0.03% | Add +0.3% | 41,357 | $2.8M |
| Creative Planning | 0.00% | Add +22.8% | 40,843 | $2.7M |
| Polymer Capital Management (US) LLC | 0.85% | — | 40,000 | $2.7M |
| New York Life Investment Management LLC | 0.03% | Add +0.8% | 39,997 | $2.7M |
| Intech Investment Management LLC | 0.03% | Reduce -76.7% | 39,964 | $2.7M |
| Lombard Odier Asset Management (Europe) Ltd | 0.18% | Reduce -68.5% | 39,643 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 38,811 | $2.6M |
| Mariner, LLC | 0.00% | Add +14.8% | 38,738 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -3.5% | 38,266 | $2.6M |
| ING Groep NV | 0.02% | Reduce -4.5% | 38,161 | $2.5M |
| J. Safra Sarasin Holding AG | 0.04% | New | 37,511 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +17.4% | 36,669 | $2.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.6% | 36,845 | $2.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +7.7% | 36,496 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.7% | 35,788 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.5% | 35,766 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -7.5% | 34,065 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +23.4% | 33,991 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +23.4% | 33,991 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +7.7% | 33,991 | $2.3M |
| Fifth Third Bancorp | 0.01% | Reduce -3.7% | 33,585 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -2.6% | 33,537 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -32.3% | 36,379 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -5.4% | 31,903 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +19.9% | 31,793 | $2.1M |
| Focus Partners Wealth | 0.01% | Add +23.4% | 31,738 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.9% | 31,271 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +14.0% | 30,374 | $2.0M |
| Parr McKnight Wealth Management Group, LLC | 0.29% | — | 30,268 | $2.0M |
| Inspire Investing, LLC | 0.22% | Reduce -0.7% | 30,155 | $2.0M |
| WealthTrust Axiom LLC | 0.60% | No change | 30,100 | $2.0M |
| Wolverine Trading, LLC | 0.04% | Reduce -2.6% | 29,076 | $1.9M |
| Tudor Investment Corporation | 0.02% | New | 28,870 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 28,625 | $1.9M |
| Capital International Sarl | 0.04% | Reduce -3.8% | 28,413 | $1.9M |
| Mizuho Securities USA LLC | 0.03% | Add +46.2% | 28,318 | $1.9M |
| Achmea Investment Management B.V. | 0.03% | Add +11.6% | 27,702 | $1.8M |
| GAMCO Investors | 0.02% | Reduce -0.4% | 27,450 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.0% | 27,216 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -1.6% | 26,145 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | Add +57.0% | 26,808 | $1.8M |
| First Manhattan Co. Llc. | 0.01% | Reduce -3.8% | 26,399 | $1.8M |
| Wedge Capital Management L L P | 0.03% | Reduce -13.8% | 26,340 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +7.2% | 26,271 | $1.8M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -0.0% | 26,125 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +27.6% | 26,059 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +41.1% | 27,833 | $1.7M |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.3% | 25,977 | $1.7M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -0.8% | 25,948 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.2% | 25,624 | $1.7M |
| KBC Group NV | 0.00% | Add +23.4% | 25,342 | $1.7M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +30.0% | 25,277 | $1.7M |
| Sciencast Management LP | 0.44% | Add +17.2% | 24,229 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -21.9% | 23,520 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +13.3% | 23,485 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Add +15.0% | 23,254 | $1.5M |
| Nicholson Wealth Management Group, LLC | 1.03% | Add +41.1% | 23,163 | $1.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 23,054 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -0.9% | 22,836 | $1.5M |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 22,736 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 22,171 | $1.5M |
| NJ State Employees Deferred Compensation Plan | 0.18% | No change | 22,000 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 21,196 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.6% | 20,544 | $1.4M |
| Kentucky Retirement Systems | 0.04% | Reduce -1.4% | 20,528 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +39.1% | 20,133 | $1.3M |
| Opus Investment Management Inc. | 0.98% | No change | 20,000 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.8% | 19,880 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -3.1% | 19,718 | $1.3M |
| Hilton Capital Management, LLC | 0.11% | Add +4.6% | 19,538 | $1.3M |
| Lombard Odier Asset Management (Switzerland) SA | 0.10% | No change | 19,406 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -56.9% | 19,250 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -27.8% | 18,994 | $1.3M |
| Ninepoint Partners LP | 0.20% | Add +20.2% | 18,535 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -3.3% | 18,401 | $1.2M |
| Cim, LLC | 0.17% | Add +1.9% | 18,068 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -20.1% | 18,008 | $1.2M |
| Woodline Partners LP | 0.01% | New | 17,943 | $1.2M |
| Inceptionr LLC | 0.27% | New | 17,876 | $1.2M |
| Ramirez Asset Management, Inc. | 0.24% | No change | 17,818 | $1.2M |
| Metis Global Partners, LLC | 0.04% | Reduce -3.0% | 17,782 | $1.2M |
| USS Investment Management Ltd | 0.01% | Reduce -70.5% | 17,559 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +2.7% | 17,177 | $1.1M |
| Prudential PLC | 0.01% | Reduce -37.8% | 17,101 | $1.1M |
| Vident Advisory, LLC | 0.02% | Add +118.4% | 16,657 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.1% | 16,473 | $1.1M |
| Nordea Investment Management AB | 0.00% | No change | 16,168 | $1.1M |
| Profund Advisors LLC | 0.04% | Reduce -10.5% | 16,136 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.2% | 16,100 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.7% | 16,057 | $1.1M |
| NEOS Investment Management LLC | 0.03% | Add +30.3% | 16,043 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +100.4% | 15,906 | $1.1M |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 15,675 | $1.0M |
| Jump Financial, LLC | 0.02% | Add +3.2% | 15,578 | $1.0M |
| Pettee Investors, Inc. | 0.52% | No change | 15,368 | $1.0M |
| Vestcor Inc | 0.03% | Add +66.7% | 15,007 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 14,846 | $989K |
| Glenmede Trust Co. NA | 0.01% | Reduce -70.4% | 14,735 | $982K |
| iSAM Funds (UK) Ltd | 0.71% | New | 14,248 | $950K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -2.7% | 14,210 | $947K |
| Mirador Capital Partners LP | 0.17% | Add +3.8% | 14,121 | $941K |
| Freestone Grove Partners LP | 0.01% | — | 13,845 | $923K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -37.8% | 13,829 | $922K |
| Exchange Capital Management, Inc. | 0.14% | Reduce -5.4% | 13,681 | $912K |
| Fiduciary Trust Co | 0.01% | Reduce -3.5% | 13,669 | $911K |
| Spirit of America Management Corp. | 0.18% | Add +23.1% | 13,300 | $886K |
| Croban | 0.86% | — | 13,211 | $880K |
| Cwm, LLC | 0.00% | Add +6.1% | 13,168 | $878K |
| BLB&B Advisors, LLC | 0.04% | Reduce -3.7% | 13,116 | $874K |
| Capital International, Inc. | 0.01% | Reduce -5.0% | 12,717 | $848K |
| Moody National Bank Trust Division | 0.09% | Reduce -5.2% | 12,542 | $836K |
| Huntington National Bank | 0.01% | Add +7.5% | 12,519 | $834K |
| Westpac Banking Corp. | 0.06% | Reduce -9.4% | 12,512 | $834K |
| Prospera Financial Services Inc | 0.02% | Add +1.1% | 12,472 | $831K |
| Elevated Capital Advisors, LLC | 0.23% | Reduce -1.3% | 12,463 | $831K |
| Smartleaf Asset Management LLC | 0.08% | Add +10.4% | 12,426 | $828K |
| Kesler, Norman & Wride, LLC | 0.18% | Reduce -0.0% | 12,407 | $827K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.9% | 12,401 | $827K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.8% | 12,266 | $818K |
| Icon Advisers Inc. | 0.19% | No change | 12,200 | $813K |
| Quantitative Investment Management, LLC | 0.06% | New | 12,185 | $812K |
| PGGM Investments | 0.01% | New | 12,013 | $801K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -0.8% | 11,806 | $787K |
| Norinchukin Bank, The | 0.02% | Add +2.7% | 11,702 | $780K |
| Azimuth Capital Investment Management LLC | 0.03% | No change | 11,652 | $777K |
| GAMMA Investing LLC | 0.07% | Add +6.9% | 11,471 | $765K |
| Greenleaf Trust | 0.01% | Reduce -0.3% | 11,365 | $757K |
| Lido Advisors, LLC | 0.00% | Add +3.9% | 11,152 | $743K |
| Sumitomo Life Insurance Co. | 0.01% | Reduce -3.5% | 11,087 | $739K |
| Meeder Advisory Services, Inc. | 0.05% | Reduce -7.4% | 11,045 | $736K |
| QRG Capital Management, Inc. | 0.01% | Reduce -8.5% | 11,024 | $735K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 10,861 | $724K |
| Bleakley Financial Group, LLC | 0.02% | Add +13.8% | 10,754 | $717K |
| Dark Forest Capital Management LP | 0.10% | Reduce -21.3% | 10,472 | $698K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.9% | 10,407 | $694K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -26.3% | 10,329 | $688K |
| Qtron Investments LLC | 0.10% | No change | 10,320 | $688K |
| Maridea Wealth Management LLC | 0.21% | — | 9,966 | $664K |
| BKM Wealth Management, LLC | 0.27% | Add +5.7% | 9,958 | $664K |
| Gotham Asset Management | 0.01% | Reduce -56.5% | 9,954 | $663K |
| Empirical Finance, LLC | 0.04% | Reduce -1.2% | 9,931 | $662K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.0% | 9,737 | $649K |
| Capstone Investment Advisors, LLC | 0.01% | Add +49.9% | 9,614 | $641K |
| Whittier Trust Co. | 0.01% | Add +0.8% | 9,610 | $640K |
| Oak Thistle LLC | 0.19% | Add +52.9% | 9,566 | $638K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 9,523 | $635K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 9,520 | $635K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 9,486 | $632K |
| Jane Street Group, LLC | 0.00% | Reduce -19.3% | 9,437 | $629K |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.3% | 9,395 | $626K |
| Allstate Corp. | 0.02% | New | 9,237 | $616K |
| Foster & Motley Inc. | 0.04% | Reduce -0.5% | 9,226 | $615K |
| Commerce Bank | 0.00% | Reduce -1.7% | 9,151 | $610K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -27.9% | 9,054 | $603K |
| Zions Bancorporation, N.A. | 0.04% | Add +51.9% | 9,010 | $601K |
| Amica Mutual Insurance Co. | 0.06% | No change | 9,002 | $600K |
| Finer Wealth Management, Inc. | 0.34% | No change | 9,000 | $600K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +5.6% | 8,810 | $587K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -1.6% | 8,737 | $582K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -40.8% | 8,491 | $566K |
| Legacy Capital Group California, Inc. | 0.17% | New | 8,288 | $552K |
| Choreo, LLC | 0.01% | Reduce -2.3% | 8,254 | $550K |
| Centennial Wealth Advisory LLC | 0.22% | Add +10.1% | 8,242 | $549K |
| Aster Capital Management (DIFC) Ltd | 0.21% | Reduce -67.7% | 8,210 | $547K |
| Summit Financial, LLC | 0.02% | Add +0.9% | 8,182 | $545K |
| Squarepoint Ops LLC | 0.00% | Reduce -0.2% | 8,027 | $535K |
| Boit C F David | 0.26% | No change | 7,800 | $520K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +33.3% | 7,503 | $500K |
| Two Sigma Advisers, LP | 0.00% | New | 7,500 | $500K |
| Acorn Wealth Advisors, LLC | 0.20% | Add +0.6% | 7,448 | $496K |
| GWN Securities Inc. | 0.13% | — | 7,404 | $487K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.1% | 7,253 | $483K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -90.1% | 7,289 | $483K |
| Advisory Alpha, LLC | 0.02% | Add +9.0% | 7,206 | $480K |
| V-Square Quantitative Management LLC | 0.07% | Reduce -3.2% | 7,023 | $468K |
| Shell Asset Management Co. | 0.02% | Reduce -54.5% | 6,972 | $465K |
| Danske Bank A/S | 0.00% | Add +126.7% | 6,800 | $453K |
| Executive Wealth Management, LLC | 0.03% | Reduce -0.1% | 6,368 | $424K |
| Blue Trust, Inc. | 0.01% | Add +0.3% | 6,161 | $411K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -34.0% | 6,150 | $410K |
| Conning Inc. | 0.01% | Reduce -5.7% | 5,969 | $398K |
| Townsquare Capital LLC | 0.00% | New | 5,864 | $391K |
| Accurate Wealth Management, LLC | 0.07% | Add +0.2% | 5,901 | $384K |
| Blair William & Co. | 0.00% | Reduce -0.8% | 5,604 | $374K |
| Empowered Funds, LLC | 0.01% | Add +10.6% | 5,562 | $371K |
| NewEdge Wealth, LLC | 0.01% | Add +4.3% | 5,537 | $369K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +1.0% | 5,533 | $369K |
| Aigen Investment Management, LP | 0.06% | New | 5,516 | $368K |
| SVB Wealth LLC | 0.01% | New | 5,489 | $366K |
| Crestwood Advisors Group, LLC | 0.01% | Add +25.4% | 5,452 | $363K |
| Ballentine Partners, LLC | 0.01% | Add +7.5% | 5,439 | $363K |
| International Private Wealth Advisors LLC | 0.36% | Add +1.7% | 5,406 | $360K |
| Fulton Bank, N.A. | 0.01% | Add +15.9% | 5,362 | $357K |
| Pitcairn Co. | 0.02% | Add +21.8% | 5,300 | $353K |
| Strategy Asset Managers LLC | 0.07% | Add +2.0% | 5,224 | $348K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.5% | 5,196 | $346K |
| Prelude Capital Management, LLC | 0.03% | Add +11.0% | 5,190 | $346K |
| Belpointe Asset Management LLC | 0.02% | Reduce -3.0% | 5,017 | $341K |
| Carrera Capital Advisors | 0.08% | No change | 5,074 | $338K |
| Ethic Inc. | 0.01% | New | 5,048 | $336K |
| HighPoint Advisor Group LLC | 0.02% | Add +6.9% | 4,830 | $335K |
| Silverleafe Capital Partners, LLC | 0.11% | No change | 5,000 | $333K |
| Smith Group Asset Management, LLC | 0.02% | New | 5,000 | $333K |
| Moment Partners, LLC | 0.06% | — | 4,855 | $324K |
| Chatham Capital Group, Inc. | 0.05% | Add +2.1% | 4,830 | $322K |
| LifeWealth Investments, LLC | 0.21% | — | 4,829 | $322K |
| Coldstream Capital Management Inc. | 0.01% | Add +8.2% | 4,824 | $321K |
| Wedmont Private Capital | 0.02% | New | 4,938 | $321K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.8% | 4,776 | $318K |
| Ossiam | 0.01% | Reduce -18.8% | 4,765 | $318K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,760 | $317K |
| Signaturefd, LLC | 0.01% | Add +4.8% | 4,752 | $317K |
| Alpine Woods Capital Investors, LLC | 0.06% | No change | 4,750 | $317K |
| Pinnacle Wealth Management Group, Inc. | 0.20% | Reduce -1.0% | 4,745 | $316K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.2% | 4,688 | $312K |
| Bison Wealth, LLC | 0.07% | New | 4,683 | $312K |
| XTX Topco Ltd | 0.03% | Reduce -24.4% | 4,682 | $312K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +13.5% | 4,669 | $311K |
| Quadrant Capital Group LLC | 0.02% | Add +2.7% | 4,637 | $309K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | Reduce -2.0% | 4,289 | $303K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -8.0% | 4,532 | $302K |
| Oxler Private Wealth LLC | 0.10% | Reduce -5.8% | 4,491 | $299K |
| Pallas Capital Advisors LLC | 0.01% | Add +4.0% | 4,459 | $297K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +18.2% | 4,421 | $295K |
| Mufg Securities Americas Inc. | 0.04% | — | 4,411 | $294K |
| Trust Co of the South | 0.06% | No change | 4,404 | $294K |
| Vise Technologies, Inc. | 0.02% | New | 4,362 | $291K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.9% | 4,334 | $289K |
| Stephens Consulting, LLC | 0.07% | Add +5.5% | 4,327 | $288K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.1% | 4,321 | $288K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,262 | $284K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,179 | $279K |
| LVW Advisors, LLC | 0.03% | Add +6.9% | 4,172 | $278K |
| Horizon Investments, LLC | 0.01% | Add +2.1% | 4,139 | $276K |
| Martingale Asset Management L P | 0.01% | New | 4,114 | $274K |
| Apollon Wealth Management, LLC | 0.01% | Add +19.1% | 4,109 | $274K |
| Man Group plc | 0.00% | Reduce -96.0% | 4,065 | $271K |
| Qsemble Capital Management, LP | 0.04% | New | 4,062 | $271K |
| Mather Group, Llc. | 0.00% | Add +5.8% | 3,996 | $266K |
| Boothbay Fund Management, LLC | 0.01% | New | 3,842 | $256K |
| Financial Advisors Network, Inc. | 0.04% | — | 3,831 | $255K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Add +6.5% | 9,420 | $252K |
| SageView Advisory Group, LLC | 0.01% | Add +7.1% | 3,762 | $251K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | No change | 3,745 | $250K |
| Financial Strategies Group, Inc. | 0.06% | Add +0.6% | 3,822 | $249K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -4.1% | 3,732 | $249K |
| Aventura Private Wealth, LLC | 0.13% | — | 3,726 | $248K |
| Trust Point Inc. | 0.02% | Add +0.5% | 3,682 | $245K |
| Morningstar Investment Management LLC | 0.02% | No change | 3,627 | $242K |
| DAVENPORT & Co LLC | 0.00% | New | 3,619 | $241K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,050 | $241K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.2% | 3,617 | $241K |
| New Age Alpha Advisors, LLC | 0.01% | Add +1344.6% | 3,597 | $240K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -8.1% | 3,573 | $238K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 3,566 | $238K |
| Caprock Group, LLC | 0.01% | New | 3,556 | $237K |
| Pointe Capital Management LLC | 0.13% | No change | 3,515 | $234K |
| Essex Bank | 0.06% | Reduce -0.9% | 3,508 | $234K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | No change | 3,506 | $234K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -33.8% | 3,474 | $232K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.1% | 3,475 | $232K |
| Continuum Advisory, LLC | 0.03% | Add +12.8% | 3,472 | $231K |
| Full Sail Capital, LLC | 0.01% | No change | 3,445 | $230K |
| TFB Advisors LLC | 0.07% | Reduce -0.6% | 3,428 | $228K |
| VeraBank, N.A. | 0.06% | No change | 3,400 | $227K |
| Trivium Point Advisory, LLC | 0.03% | Add +0.4% | 3,396 | $226K |
| Strait & Sound Wealth Management LLC | 0.10% | No change | 3,393 | $226K |
| McDonald Partners LLC | 0.06% | New | 3,382 | $225K |
| Baader Bank Aktiengesellschaft | 0.02% | Reduce -0.7% | 3,378 | $225K |
| Savant Capital, LLC | 0.00% | New | 3,334 | $222K |
| Stiles Financial Services Inc | 0.08% | Add +0.8% | 3,296 | $220K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 3,229 | $215K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -14.8% | 3,216 | $214K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -11.3% | 3,214 | $214K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +9.7% | 3,200 | $213K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,181 | $212K |
| GTS Securities LLC | 0.01% | Reduce -9.9% | 3,178 | $212K |
| Gsa Capital Partners LLP | 0.02% | New | 3,167 | $211K |
| Venture Visionary Partners LLC | 0.01% | Reduce -10.9% | 3,150 | $210K |
| CoreCap Advisors, LLC | 0.01% | Add +10.5% | 3,124 | $208K |
| Cigna Investments Inc. | 0.04% | No change | 3,084 | $206K |
| Financial Counselors Inc. | 0.00% | New | 3,028 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,026 | $202K |
| Prosperity Financial Group, Inc. | 0.10% | Reduce -3.4% | 3,014 | $201K |
| Tiaa Trust, National Association | 0.00% | Add +4.3% | 3,010 | $201K |
| Parallel Advisors, LLC | 0.00% | Add +41.4% | 2,955 | $197K |
| Venturi Wealth Management, LLC | 0.01% | Add +76.5% | 2,670 | $178K |
| Brown Brothers Harriman & Co. | 0.00% | Add +548.2% | 2,664 | $178K |
| Mediolanum International Funds Ltd | 0.00% | New | 2,648 | $176K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.8% | 2,579 | $172K |
| Virtus Advisers, LLC | 0.07% | Reduce -7.8% | 2,532 | $169K |
| Spire Wealth Management | 0.01% | Add +4.0% | 2,396 | $160K |
| Global Retirement Partners, LLC | 0.00% | Reduce -16.9% | 2,165 | $144K |
| Alaska Permanent Fund Corp | 0.00% | No change | 2,070 | $138K |
| Colonial Trust Co / SC | 0.02% | Add +0.3% | 2,006 | $134K |
| Ostrum Asset Management | 0.01% | Reduce -4.0% | 1,963 | $131K |
| Principal Securities, Inc. | 0.00% | Add +33.4% | 1,956 | $130K |
| Crewe Advisors LLC | 0.02% | No change | 1,905 | $127K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -20.6% | 1,791 | $119K |
| Mattson Financial Services, LLC | 0.04% | Add +811.2% | 1,631 | $115K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.4% | 1,685 | $112K |
| State of Wyoming | 0.01% | Reduce -9.2% | 1,648 | $110K |
| Allworth Financial LP | 0.00% | Add +0.2% | 1,634 | $109K |
| Rothschild Investment LLC | 0.01% | Add +0.5% | 1,603 | $107K |
| MAI Capital Management | 0.00% | New | 1,569 | $105K |
| Acadian Asset Management LLC | 0.00% | No change | 1,551 | $103K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 1,500 | $100K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -0.3% | 1,500 | $100K |
| FWL Investment Management, LLC | 0.04% | Reduce -21.1% | 1,500 | $100K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $100K |
| First Financial Corp. | 0.05% | Reduce -4.8% | 1,480 | $99K |
| Caitlin John, LLC | 0.07% | No change | 1,468 | $98K |
| Costello Asset Management, INC | 0.06% | No change | 1,408 | $94K |
| Jones Financial Companies LLLP | 0.00% | Add +129.4% | 1,404 | $94K |
| Arax Advisory Partners | 0.01% | Reduce -44.0% | 1,352 | $90K |
| GeoWealth Management, LLC | 0.00% | Add +4.9% | 1,291 | $86K |
| Private Trust Co. NA | 0.01% | Add +30.4% | 1,281 | $85K |
| Quent Capital, LLC | 0.01% | Reduce -4.5% | 1,213 | $81K |
| CVA Family Office, LLC | 0.01% | Add +45.2% | 1,195 | $80K |
| TD Waterhouse Canada Inc. | 0.00% | Add +46.1% | 1,191 | $79K |
| Lindbrook Capital, LLC | 0.01% | Add +8.8% | 1,120 | $75K |
| Quarry LP | 0.02% | Add +36.5% | 1,118 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.6% | 1,117 | $74K |
| CI Investments Inc. | 0.00% | Add +15.7% | 1,116 | $74K |
| Montag A & Associates Inc. | 0.00% | No change | 1,100 | $73K |
| Sentry Investment Management LLC | 0.03% | Reduce -14.0% | 1,092 | $73K |
| IFP Advisors, Inc | 0.00% | Reduce -46.6% | 992 | $73K |
| Catalyst Capital Advisors LLC | 0.00% | New | 1,088 | $73K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $72K |
| Amica Retiree Medical Trust | 0.07% | No change | 1,066 | $71K |
| Covestor Ltd | 0.04% | Add +51.9% | 1,065 | $71K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,000 | $67K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.8% | 999 | $67K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 976 | $65K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +44.3% | 958 | $64K |
| Robbins Farley | 0.03% | New | 932 | $62K |
| Mizuho Bank, Ltd. | 0.02% | New | 910 | $61K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.6% | 886 | $59K |
| Cromwell Holdings LLC | 0.03% | No change | 884 | $59K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 873 | $58K |
| Optiver Holding B.V. | 0.00% | Add +39.2% | 813 | $54K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 804 | $54K |
| Penserra Capital Management LLC | 0.00% | Add +3150.0% | 780 | $51K |
| Salem Investment Counselors Inc. | 0.00% | No change | 755 | $50K |
| Tobam | 0.02% | Reduce -14.1% | 746 | $50K |
| Larson Financial Group LLC | 0.00% | Add +2900.0% | 720 | $48K |
| TruNorth Capital Management, LLC | 0.01% | No change | 712 | $47K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 670 | $45K |
| Brooklyn Investment Group | 0.01% | Add +15.8% | 653 | $43K |
| WPG Advisers, LLC | 0.04% | — | 616 | $41K |
| Global Financial Private Client, LLC | 0.01% | Add +1.2% | 594 | $40K |
| Manchester Capital Management LLC | 0.00% | Add +4.5% | 552 | $37K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 539 | $36K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 528 | $35K |
| Hemington Wealth Management | 0.01% | Add +12.4% | 534 | $35K |
| First Horizon Advisors, Inc. | 0.00% | Add +18.2% | 514 | $34K |
| St Germain D J Co. Inc. | 0.00% | Add +24.2% | 513 | $34K |
| Richardson Financial Services Inc. | 0.02% | Add +106.8% | 455 | $30K |
| Hexagon Capital Partners LLC | 0.01% | Add +30.3% | 447 | $30K |
| BankPlus Trust Department | 0.01% | — | 430 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $28K |
| CNB Bank | 0.01% | No change | 413 | $28K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -12.1% | 408 | $27K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 405 | $27K |
| Grove Bank & Trust | 0.00% | Add +10.2% | 401 | $27K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $27K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 387 | $26K |
| Bayforest Capital Ltd | 0.03% | — | 353 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 338 | $22K |
| UMB Bank, n.a. | 0.00% | Add +176.3% | 326 | $22K |
| MV Capital Management, Inc. | 0.00% | Add +0.6% | 320 | $21K |
| Altshuler Shaham Ltd | 0.00% | New | 320 | $21K |
| Trust Co. of Vermont | 0.00% | Add +109.4% | 312 | $21K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -26.2% | 302 | $20K |
| Hilltop National Bank | 0.01% | No change | 300 | $20K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $20K |
| Sachetta, LLC | 0.01% | Add +219.8% | 291 | $19K |
| Ransom Advisory, Ltd | 0.01% | No change | 274 | $18K |
| Sandy Spring Bank | 0.00% | No change | 254 | $17K |
| Raleigh Capital Management Inc. | 0.01% | Add +19.3% | 241 | $16K |
| Nemes Rush Group LLC | 0.00% | Add +4.6% | 226 | $15K |
| Riverview Trust Co | 0.01% | No change | 222 | $15K |
| First Pacific Financial | 0.00% | No change | 218 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 213 | $14K |
| Elequin Capital, LP | 0.00% | Reduce -19.1% | 208 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $14K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +0.5% | 203 | $14K |
| Transcendent Capital Group LLC | 0.01% | No change | 200 | $13K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 197 | $13K |
| Tsfg, LLC | 0.00% | No change | 200 | $13K |
| Meeder Asset Management Inc. | 0.00% | New | 180 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -37.9% | 174 | $12K |
| Beacon Capital Management, LLC | 0.00% | Reduce -9.2% | 168 | $11K |
| Holos Integrated Wealth LLC | 0.01% | — | 168 | $11K |
| Bangor Savings Bank | 0.00% | New | 167 | $11K |
| GF Fund Management Co. LTD. | 0.00% | — | 161 | $11K |
| Atwood & Palmer Inc. | 0.00% | New | 160 | $11K |
| West Paces Advisors Inc. | 0.00% | No change | 154 | $10K |
| GW&K Investment Management, LLC | 0.00% | No change | 147 | $10K |
| DT Investment Partners, LLC | 0.00% | Reduce -85.6% | 145 | $10K |
| Fortitude Family Office, LLC | 0.00% | Add +101.4% | 141 | $9K |
| FPC Investment Advisory, Inc. | 0.01% | New | 141 | $9K |
| HM Payson & Co. | 0.00% | Add +0.7% | 136 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.5% | 129 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 128 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 126 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | Add +1.6% | 123 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 121 | $8K |
| Atticus Wealth Management, LLC | 0.00% | No change | 120 | $8K |
| HighMark Wealth Management LLC | 0.00% | Reduce -0.8% | 117 | $8K |
| AlphaQuest LLC | 0.00% | Add +1070.0% | 117 | $8K |
| Whipplewood Advisors, LLC | 0.00% | — | 102 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 94 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $6K |
| WASHINGTON TRUST Co | 0.00% | Reduce -4.4% | 87 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 78 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 75 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 73 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +59.1% | 70 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 69 | $5K |
| City State Bank | 0.00% | No change | 65 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 63 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +79.4% | 61 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 61 | $4K |
| Birchbrook, Inc. | 0.00% | New | 58 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +10.0% | 55 | $4K |
| TD Capital Management LLC | 0.00% | New | 50 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +58.1% | 49 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 48 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 48 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 47 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 46 | $3K |
| Key Financial Inc | 0.00% | Add +557.1% | 46 | $3K |
| Avion Wealth | 0.00% | Add +52.8% | 55 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 43 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 43 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 42 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 42 | $3K |
| Conquis Financial LLC | 0.00% | — | 41 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $3K |
| Main Street Group, LTD | 0.00% | No change | 34 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 31 | $2K |
| Archer Investment Corp | 0.00% | No change | 30 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 38 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -3.2% | 30 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 28 | $2K |
| WealthCollab, LLC | 0.00% | New | 27 | $2K |
| Avior Wealth Management, LLC | 0.00% | Add +31.6% | 25 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 24 | $2K |
| ESL Trust Services, LLC | 0.00% | No change | 22 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $1K |
| True Wealth Design, LLC | 0.00% | Add +13.3% | 17 | $1K |
| Capital A Wealth Management, LLC | 0.00% | — | 16 | $1K |
| Clark Wealth Partners | 0.00% | — | 16 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 15 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Capital Analysts, LLC | 0.00% | New | 17 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 14 | $934 |
| Nova Wealth Management, Inc. | 0.00% | — | 14 | $933 |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $800 |
| MCF Advisors LLC | 0.00% | No change | 12 | $800 |
| Sierra Ocean, LLC | 0.00% | — | 10 | $669 |
| WealthTrak Capital Management LLC | 0.00% | — | 10 | $667 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $667 |
| Nvwm, LLC | 0.00% | No change | 10 | $667 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $667 |
| Golden State Wealth Management, LLC | 0.00% | — | 10 | $667 |
| Chesapeake Asset Management LLC | 0.00% | No change | 10 | $666 |
| Ancora Advisors LLC | 0.00% | Add +100.0% | 10 | $666 |
| Orion Capital Management LLC | 0.00% | New | 9 | $600 |
| Principia Wealth Advisory, LLC | 0.00% | — | 8 | $533 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 8 | $533 |
| Winnacle Wealth LLC | 0.00% | — | 6 | $345 |
| Redwood Park Advisors LLC | 0.00% | — | 5 | $334 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 5 | $334 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 5 | $333 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 5 | $333 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $333 |
| Abound Wealth Management | 0.00% | New | 4 | $258 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $67 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $67 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 2 | $0 |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.