CMS EnergyCMS
13F holders, Q1 2025 (March 31)733holders +18
81new positions
64sold out
7famous investors
$75.09avg. 13F price*
At the end of Q1 2025, 733 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 18 from Q4 2024. 81 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.3B) and JPMorgan Chase & Co. ($1.8B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $238.0M |
| Exits | 64 | $329.0M |
All 13F filers, Q4 2024 → Q1 2025: 18,728,199 shares bought and 16,142,372 shares sold, net +2,585,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 733 holders
| Vanguard Group Inc. | 0.05% | Add +0.4% | 38,341,416 | $2.9B |
| BlackRock, Inc. | 0.05% | Reduce -1.7% | 30,802,127 | $2.3B |
| JPMorgan Chase & Co. | 0.13% | Reduce -8.7% | 23,374,402 | $1.8B |
| State Street Corp. | 0.05% | Add +3.1% | 16,680,701 | $1.3B |
| T. Rowe Price Associates Inc. | 0.15% | Add +16.1% | 16,554,877 | $1.2B |
| Massachusetts Financial Services Co. | 0.24% | Reduce -1.2% | 9,628,648 | $723.2M |
| Geode Capital Management, LLC | 0.05% | Add +3.7% | 7,890,706 | $590.9M |
| Invesco Ltd. | 0.10% | Add +38.8% | 7,019,494 | $527.2M |
| Wells Fargo & Company | 0.11% | Add +5.2% | 6,223,615 | $467.5M |
| Morgan Stanley | 0.03% | Reduce -1.8% | 5,681,781 | $426.8M |
| Ameriprise Financial Inc. | 0.10% | Reduce -0.0% | 4,930,673 | $370.8M |
| Deutsche Bank AG | 0.14% | Reduce -1.6% | 4,805,897 | $361.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.42% | Reduce -2.0% | 4,767,377 | $358.1M |
| Goldman Sachs Group Inc. | 0.06% | Add +20.2% | 4,483,585 | $336.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +29.8% | 3,407,152 | $255.9M |
| Bank of America Corp. | 0.02% | Add +3.4% | 3,136,612 | $235.6M |
| Northern Trust Corp. | 0.03% | Add +1.3% | 3,026,335 | $227.3M |
| Legal & General Group Plc | 0.06% | Reduce -2.7% | 3,004,861 | $225.7M |
| FIL Ltd | 0.21% | Add +0.3% | 2,946,797 | $221.3M |
| Amundi | 0.08% | Reduce -1.1% | 2,782,765 | $210.1M |
| Norges Bank | 0.03% | Add +0.2% | 2,582,105 | $193.9M |
| Lord, Abbett & Co. LLC | 0.65% | Add +72.9% | 2,302,338 | $172.9M |
| Bank of New York Mellon Corp | 0.03% | Add +0.2% | 2,289,187 | $171.9M |
| Pictet Asset Management Holding SA | 0.19% | Reduce -8.8% | 2,264,442 | $170.1M |
| Perpetual Ltd | 1.96% | Add +4.0% | 2,155,984 | $161.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.3% | 1,902,847 | $142.9M |
| Jennison Associates LLC | 0.10% | Reduce -3.1% | 1,872,284 | $140.6M |
| Truist Financial Corp. | 0.21% | Add +8.4% | 1,757,747 | $132.0M |
| UBS Group AG | 0.03% | Add +43.0% | 1,737,410 | $130.5M |
| Franklin Resources Inc. | 0.04% | Reduce -7.0% | 1,699,563 | $127.7M |
| iA Global Asset Management Inc. | 1.84% | Reduce -11.1% | 1,421,557 | $106.8M |
| Nuveen, LLC | 0.03% | — | 1,421,183 | $106.7M |
| Citadel Advisors | 0.11% | New | 1,417,315 | $106.5M |
| Duff & Phelps Investment Management Co. | 1.22% | Reduce -3.6% | 1,382,047 | $103.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.9% | 1,342,217 | $100.8M |
| California Public Employees Retirement System | 0.07% | Reduce -2.9% | 1,334,065 | $100.2M |
| DekaBank Deutsche Girozentrale | 0.19% | Reduce -0.1% | 1,332,892 | $97.9M |
| Macquarie Group Ltd. | 0.12% | Reduce -8.1% | 1,301,818 | $97.8M |
| Barclays PLC | 0.04% | Add +52.5% | 1,290,811 | $97.0M |
| First Trust Advisors LP | 0.08% | Add +28.1% | 1,126,192 | $84.6M |
| Brookfield Corp | 0.11% | Reduce -4.7% | 1,073,538 | $80.6M |
| Royal Bank of Canada | 0.02% | Add +9.9% | 1,038,959 | $78.0M |
| CBRE Investment Management Listed Real Assets LLC | 1.16% | Reduce -29.3% | 1,000,360 | $75.1M |
| Citigroup Inc. | 0.06% | Add +65.0% | 998,286 | $75.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +13.2% | 967,778 | $72.7M |
| FMR LLC | 0.00% | Add +56.5% | 929,751 | $69.8M |
| Aberdeen Group plc | 0.13% | Reduce -6.5% | 916,597 | $68.5M |
| BNP Paribas Financial Markets | 0.05% | Add +42.0% | 896,313 | $67.3M |
| TD Asset Management Inc | 0.06% | Add +52.5% | 867,767 | $65.2M |
| Swiss National Bank | 0.04% | Reduce -0.1% | 842,700 | $63.3M |
| Fisher Funds Management LTD | 1.42% | Reduce -3.8% | 780,606 | $58.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -3.4% | 729,453 | $54.8M |
| Aviva PLC | 0.13% | Add +14.8% | 715,725 | $53.8M |
| Partners Group Holding AG | 2.14% | Add +3.7% | 682,096 | $51.2M |
| Railway Pension Investments Ltd | 0.73% | Reduce -13.9% | 681,200 | $51.2M |
| Rhumbline Advisers | 0.05% | Add +7.3% | 680,682 | $51.1M |
| Bahl & Gaynor LLC | 0.25% | Add +12.2% | 661,936 | $49.7M |
| Prudential Financial Inc. | 0.07% | Reduce -41.2% | 655,921 | $49.3M |
| Renaissance Technologies | 0.07% | Add +85.2% | 643,800 | $48.4M |
| Energy Income Partners, LLC | 0.91% | Add +3.5% | 632,895 | $47.5M |
| UniSuper Management Pty Ltd | 0.35% | Reduce -22.8% | 619,696 | $46.5M |
| HSBC Holdings PLC | 0.03% | Reduce -5.0% | 603,343 | $45.2M |
| Bank of Montreal | 0.02% | Reduce -2.6% | 595,192 | $44.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.25% | Add +0.7% | 568,245 | $42.7M |
| Miller Howard Investments Inc. | 1.36% | Add +0.6% | 567,186 | $42.6M |
| Vaughan Nelson Investment Management, L.P. | 0.42% | New | 554,000 | $41.6M |
| Capital International Investors | 0.01% | Reduce -21.4% | 548,166 | $41.2M |
| Victory Capital Management Inc. | 0.04% | Add +3.6% | 543,774 | $40.8M |
| STRS Ohio | 0.17% | Reduce -5.4% | 543,671 | $40.8M |
| Rockefeller Capital Management L.P. | 0.10% | Add +68.8% | 541,086 | $40.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +11.5% | 533,353 | $40.1M |
| RWC Asset Management LLP | 2.45% | Add +37.6% | 514,375 | $38.6M |
| AQR Capital Management | 0.04% | Add +58.2% | 490,311 | $36.8M |
| 1832 Asset Management L.P. | 0.07% | Reduce -11.0% | 477,770 | $35.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -11.5% | 478,007 | $35.5M |
| Tortoise Capital Advisors, L.L.C. | 0.42% | Add +27.3% | 457,809 | $34.4M |
| Soroban Capital Partners LP | 0.48% | New | 454,437 | $34.1M |
| M&T Bank Corp | 0.12% | Reduce -8.3% | 436,521 | $32.8M |
| Alliancebernstein L.P. | 0.01% | Add +25.9% | 430,375 | $32.3M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +37.5% | 429,901 | $32.3M |
| D. E. Shaw & Co. | 0.04% | Add +79.7% | 412,626 | $31.0M |
| Public Employees Retirement Association of Colorado | 0.13% | Add +19.2% | 411,937 | $30.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.3% | 409,492 | $30.8M |
| National Pension Service | 0.03% | Add +2.7% | 401,212 | $30.1M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -2.6% | 397,100 | $29.8M |
| LPL Financial LLC | 0.01% | Add +46.2% | 375,998 | $28.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +1.1% | 364,944 | $27.4M |
| Reaves W H & Co. Inc. | 0.69% | Reduce -71.7% | 361,378 | $27.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.8% | 357,098 | $26.8M |
| California State Teachers Retirement System | 0.03% | Reduce -0.6% | 353,087 | $26.5M |
| Schroder Investment Management Group | 0.03% | Add +0.1% | 356,284 | $26.4M |
| State of Wisconsin Investment Board | 0.06% | Add +6.9% | 314,101 | $23.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +0.1% | 309,798 | $23.3M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -44.1% | 305,496 | $22.9M |
| Two Sigma Investments, LP | 0.05% | Add +485.8% | 299,189 | $22.5M |
| Capital Group Private Client Services, Inc. | 0.22% | Reduce -3.1% | 297,331 | $22.3M |
| National Bank of Canada | 0.03% | Add +11.8% | 296,676 | $22.3M |
| APG Asset Management N.V. | 0.07% | Reduce -8.9% | 312,276 | $21.7M |
| Avalon Trust Co | 1.72% | Reduce -0.5% | 288,021 | $21.6M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +34.3% | 286,008 | $21.5M |
| Susquehanna Fundamental Investments, LLC | 0.35% | Reduce -10.7% | 281,869 | $21.2M |
| Cidel Asset Management Inc. | 1.36% | Add +45.2% | 276,943 | $20.8M |
| Natixis Advisors, LLC | 0.04% | Add +27.4% | 267,505 | $20.1M |
| Artemis Investment Management LLP | 0.29% | Add +13.5% | 255,456 | $19.2M |
| Beck Bode, LLC | 3.48% | Reduce -0.3% | 248,188 | $18.6M |
| AE Wealth Management LLC | 0.15% | Add +12.6% | 242,819 | $18.2M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -28.7% | 240,340 | $18.0M |
| CIBC Asset Management Inc | 0.06% | Add +80.2% | 235,367 | $17.7M |
| New York State Teachers Retirement System | 0.04% | Reduce -8.0% | 232,336 | $17.5M |
| US Bancorp \de | 0.02% | Reduce -1.0% | 230,981 | $17.3M |
| Bruce & Co., Inc. | 5.47% | Reduce -21.0% | 226,000 | $17.0M |
| Keybank National Association | 0.07% | Reduce -5.7% | 221,545 | $16.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -4.5% | 212,189 | $15.9M |
| Aventail Capital Group, LP | 0.76% | New | 204,302 | $15.3M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -17.1% | 203,781 | $15.3M |
| Magellan Asset Management Ltd | 0.18% | Reduce -85.7% | 201,400 | $15.1M |
| Summit Global Investments | 1.07% | Reduce -16.0% | 195,496 | $14.7M |
| Asset Management One Co., Ltd. | 0.05% | Add +4.8% | 194,826 | $14.6M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -72.7% | 191,084 | $14.4M |
| Public Employees Retirement System of Ohio | 0.05% | Add +19.1% | 190,968 | $14.3M |
| Gabelli Funds LLC | 0.11% | Reduce -0.6% | 190,217 | $14.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 185,290 | $13.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -1.8% | 183,034 | $13.8M |
| Korea Investment CORP | 0.03% | Reduce -3.5% | 180,376 | $13.5M |
| Jane Street Group, LLC | 0.02% | Add +1762.9% | 175,804 | $13.2M |
| Covea Finance | 0.60% | Reduce -2.2% | 173,400 | $13.0M |
| Two Sigma Advisers, LP | 0.03% | Add +2197.3% | 172,300 | $12.9M |
| Wealthfront Advisers LLC | 0.03% | Add +13.9% | 172,030 | $12.9M |
| KLP Kapitalforvaltning As | 0.06% | Add +29.0% | 171,100 | $12.9M |
| Lazard Asset Management LLC | 0.02% | Add +244.3% | 168,602 | $12.7M |
| Nicholas Company, Inc. | 0.22% | No change | 167,590 | $12.6M |
| Illinois Municipal Retirement Fund | 0.18% | Add +26.9% | 167,049 | $12.5M |
| Millennium Management | 0.01% | Reduce -48.2% | 166,233 | $12.5M |
| OMERS ADMINISTRATION Corp | 0.11% | Reduce -1.1% | 162,989 | $12.2M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -0.8% | 162,700 | $12.2M |
| Hennessy Advisors Inc. | 0.41% | Reduce -4.7% | 162,698 | $12.2M |
| Lombard Odier Asset Management (Europe) Ltd | 1.11% | Add +310.3% | 162,643 | $12.2M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -0.1% | 156,705 | $11.8M |
| Bokf, NA | 0.20% | Add +96.6% | 154,055 | $11.6M |
| Freestone Grove Partners LP | 0.12% | Add +999.6% | 152,246 | $11.4M |
| New York State Common Retirement Fund | 0.02% | Add +6.2% | 148,837 | $11.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.70% | Reduce -2.2% | 144,700 | $10.9M |
| Graham Capital Management, L.P. | 0.49% | Add +76.5% | 140,669 | $10.6M |
| DNB Asset Management AS | 0.05% | Reduce -11.3% | 139,629 | $10.5M |
| Treasurer of the State of North Carolina | 0.04% | Add +4.1% | 136,200 | $10.2M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -1.4% | 135,532 | $10.2M |
| Comerica Bank | 0.04% | Add +0.6% | 129,889 | $9.8M |
| First American Trust, FSB | 0.88% | Reduce -20.0% | 127,643 | $9.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +32.2% | 127,181 | $9.6M |
| MetLife Investment Management, LLC | 0.05% | Add +57.7% | 124,678 | $9.4M |
| Howe & Rusling Inc. | 0.79% | Reduce -1.1% | 124,584 | $9.4M |
| Brasada Capital Management, LP | 1.87% | Reduce -2.0% | 133,166 | $9.3M |
| Westwood Holdings Group Inc. | 0.07% | Reduce -20.0% | 124,243 | $9.3M |
| Contravisory Investment Management, Inc. | 1.92% | Reduce -0.7% | 121,399 | $9.1M |
| AMF Tjanstepension AB | 0.07% | No change | 121,251 | $9.1M |
| Mattern Capital Management, LLC | 1.12% | Reduce -3.3% | 116,996 | $8.8M |
| NewSquare Capital LLC | 0.71% | Reduce -0.0% | 118,255 | $8.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +15.8% | 112,150 | $8.4M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +118.9% | 111,862 | $8.4M |
| Teacher Retirement System of Texas | 0.03% | Reduce -44.8% | 110,929 | $8.3M |
| Tidal Investments LLC | 0.07% | Reduce -6.1% | 109,773 | $8.2M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +5.2% | 108,884 | $8.2M |
| Man Group plc | 0.03% | Add +2564.4% | 108,310 | $8.1M |
| Toronto Dominion Bank | 0.02% | Reduce -35.6% | 106,756 | $8.0M |
| Credit Agricole S A | 0.03% | Reduce -3.5% | 106,664 | $8.0M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Reduce -7.2% | 105,569 | $7.9M |
| Van Eck Associates Corp. | 0.01% | Add +4.5% | 97,130 | $7.3M |
| Sei Investments Co. | 0.01% | Add +0.2% | 96,943 | $7.3M |
| Quantinno Capital Management LP | 0.05% | Add +94.2% | 96,305 | $7.2M |
| SummitTX Capital, L.P. | 0.32% | — | 96,219 | $7.2M |
| Assetmark, Inc. | 0.02% | Add +3.4% | 91,867 | $6.9M |
| Voya Investment Management LLC | 0.01% | Add +0.9% | 91,142 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +18.5% | 90,747 | $6.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +15.0% | 89,851 | $6.7M |
| Tredje AP-fonden | 0.06% | Add +288.2% | 88,251 | $6.6M |
| ASR Vermogensbeheer N.V. | 0.10% | — | 88,029 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.6% | 86,923 | $6.5M |
| Arizona State Retirement System | 0.04% | Reduce -0.4% | 86,405 | $6.5M |
| American Century Companies Inc. | 0.00% | Add +7.7% | 85,572 | $6.4M |
| &partners | 0.07% | Reduce -26.3% | 85,763 | $6.4M |
| Greenland Capital Management LP | 1.11% | New | 83,480 | $6.3M |
| New England Asset Management Inc. | 1.05% | Add +0.6% | 82,530 | $6.2M |
| State of Michigan Retirement System | 0.04% | No change | 81,099 | $6.1M |
| First American Bank | 0.45% | Add +1.0% | 80,649 | $6.1M |
| GQG Partners LLC | 0.01% | Reduce -14.3% | 80,584 | $6.1M |
| Squarepoint Ops LLC | 0.01% | Add +899.3% | 80,217 | $6.0M |
| Public Sector Pension Investment Board | 0.03% | Add +3.0% | 79,906 | $6.0M |
| Intact Investment Management Inc. | 0.20% | Reduce -17.6% | 78,900 | $5.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -4.3% | 78,400 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +1.8% | 78,186 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +9.1% | 76,862 | $5.8M |
| Wellington Management Group LLP | 0.00% | Reduce -12.6% | 74,709 | $5.6M |
| Nomura Holdings Inc. | 0.03% | Reduce -11.5% | 71,594 | $5.4M |
| SilverOak Wealth Management LLC | 1.12% | No change | 68,838 | $5.2M |
| Corebridge Financial, Inc. | 0.03% | Reduce -3.0% | 68,645 | $5.2M |
| Czech National Bank | 0.05% | Add +5.9% | 68,611 | $5.2M |
| Forsta Ap-Fonden | 0.04% | Add +10.9% | 68,300 | $5.1M |
| Hilltop Holdings Inc. | 0.32% | Reduce -2.2% | 67,724 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.1% | 67,576 | $5.1M |
| Logan Capital Management Inc. | 0.23% | Reduce -7.4% | 65,907 | $5.0M |
| Daiichi Life Insurance Co., Ltd. | 0.14% | Reduce -2.0% | 65,787 | $4.9M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.8% | 64,208 | $4.8M |
| First Citizens Bank & Trust Co. | 0.12% | Add +8.0% | 63,629 | $4.8M |
| Canada Post Corp Registered Pension Plan | 2.11% | Add +3.9% | 63,624 | $4.8M |
| Cibc World Market Inc. | 0.01% | New | 63,036 | $4.7M |
| IFM Investors Pty Ltd | 0.05% | Reduce -23.9% | 62,723 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -0.1% | 61,044 | $4.6M |
| Worldquant Millennium Advisors LLC | 0.03% | Add +14.5% | 59,572 | $4.5M |
| Amalgamated Bank | 0.04% | Add +1.7% | 58,402 | $4.4M |
| HITE Hedge Asset Management LLC | 0.27% | Reduce -80.4% | 58,310 | $4.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.1% | 57,145 | $4.3M |
| Martingale Asset Management L P | 0.10% | Add +1210.8% | 53,925 | $4.1M |
| Yousif Capital Management, LLC | 0.05% | Reduce -1.3% | 53,091 | $4.0M |
| Engineers Gate Manager LP | 0.07% | Reduce -64.0% | 52,756 | $4.0M |
| Utah Retirement Systems | 0.04% | No change | 49,208 | $3.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.04% | Add +1.7% | 49,010 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Reduce -0.3% | 48,137 | $3.6M |
| Agf Management Ltd. | 0.02% | Reduce -0.0% | 47,399 | $3.6M |
| ProShare Advisors LLC | 0.01% | Add +3.8% | 47,028 | $3.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -59.6% | 46,560 | $3.5M |
| Mariner, LLC | 0.01% | Add +15.7% | 44,829 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +6.7% | 44,148 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.5% | 43,167 | $3.2M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -46.7% | 42,831 | $3.2M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -16.7% | 42,502 | $3.2M |
| Xponance LLC | 0.03% | Add +1.9% | 42,132 | $3.2M |
| Creative Planning | 0.00% | Add +3.1% | 42,118 | $3.2M |
| Panagora Asset Management Inc. | 0.02% | Reduce -27.8% | 42,007 | $3.2M |
| Pacer Advisors, Inc. | 0.01% | Reduce -28.9% | 40,601 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +4.2% | 40,445 | $3.0M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.2% | 39,901 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +7.3% | 39,343 | $3.0M |
| Sterling Capital Management LLC | 0.05% | Reduce -61.5% | 39,233 | $2.9M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.2% | 38,711 | $2.9M |
| Intech Investment Management LLC | 0.03% | Reduce -3.9% | 38,397 | $2.9M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +5.1% | 38,360 | $2.9M |
| ING Groep NV | 0.02% | Reduce -0.0% | 38,153 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +9.9% | 37,365 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +9.9% | 37,365 | $2.8M |
| Andra AP-fonden | 0.05% | Reduce -68.8% | 37,274 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +2.7% | 37,377 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +8.1% | 36,741 | $2.8M |
| Bank of Nova Scotia | 0.01% | Reduce -20.4% | 36,530 | $2.7M |
| Fifth Third Bancorp | 0.01% | Add +8.1% | 36,304 | $2.7M |
| J. Safra Sarasin Holding AG | 0.05% | Reduce -3.6% | 36,168 | $2.7M |
| Cibc World Markets Corp. | 0.02% | Reduce -23.6% | 36,039 | $2.7M |
| Hudson Bay Capital Management LP | 0.02% | Reduce -84.2% | 35,427 | $2.7M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.44% | Add +30.8% | 35,052 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Add +2.8% | 35,015 | $2.6M |
| Polymer Capital Management (US) LLC | 0.79% | Reduce -12.5% | 35,000 | $2.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +135.4% | 34,951 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.9% | 34,743 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +32.6% | 34,681 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +10.8% | 34,638 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 34,591 | $2.6M |
| Delta Global Management LP | 0.19% | New | 34,566 | $2.6M |
| OP Asset Management Ltd | 0.04% | — | 34,042 | $2.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -83.7% | 33,345 | $2.5M |
| Focus Partners Wealth | 0.01% | Add +4.5% | 33,153 | $2.5M |
| SteelPeak Wealth, LLC | 0.10% | New | 32,159 | $2.4M |
| Sigma Planning Corp | 0.08% | Add +0.5% | 32,045 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 31,539 | $2.4M |
| Parr McKnight Wealth Management Group, LLC | 0.34% | Add +3.8% | 31,422 | $2.4M |
| Inspire Investing, LLC | 0.27% | Add +0.9% | 30,439 | $2.3M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -18.8% | 29,926 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.1% | 29,723 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 29,526 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Add +13.2% | 29,406 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +1.0% | 28,903 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -53.2% | 28,780 | $2.2M |
| WealthTrust Axiom LLC | 0.65% | Reduce -5.0% | 28,600 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +8.4% | 28,466 | $2.1M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +12.5% | 28,427 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +40.8% | 28,350 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.0% | 28,139 | $2.1M |
| HB Wealth Management, LLC | 0.02% | Add +20.1% | 27,919 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.9% | 27,778 | $2.1M |
| Achmea Investment Management B.V. | 0.03% | No change | 27,702 | $2.1M |
| BTG Pactual Asset Management US LLC | 0.26% | Reduce -59.7% | 27,178 | $2.0M |
| Wolverine Trading, LLC | 0.06% | Reduce -6.1% | 27,312 | $2.0M |
| Rakuten Investment Management, Inc. | 0.01% | — | 27,310 | $2.0M |
| GAMCO Investors | 0.02% | Reduce -1.8% | 26,950 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.8% | 26,886 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.6% | 26,795 | $2.0M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +12.0% | 26,352 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +35.5% | 25,738 | $1.9M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Reduce -1.0% | 25,681 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.1% | 25,644 | $1.9M |
| First Manhattan Co. Llc. | 0.01% | Reduce -4.0% | 25,344 | $1.9M |
| KBC Group NV | 0.01% | No change | 25,342 | $1.9M |
| Woodline Partners LP | 0.01% | Add +40.7% | 25,243 | $1.9M |
| Susquehanna Portfolio Strategies, LLC | 0.80% | New | 24,876 | $1.9M |
| Oak Thistle LLC | 0.37% | Add +157.7% | 24,651 | $1.9M |
| XTX Topco Ltd | 0.09% | Add +423.5% | 24,511 | $1.8M |
| Wedge Capital Management L L P | 0.04% | Reduce -7.8% | 24,290 | $1.8M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.5% | 23,924 | $1.8M |
| Nicholson Wealth Management Group, LLC | 1.15% | Add +0.8% | 23,337 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +4.0% | 23,064 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.0% | 23,056 | $1.7M |
| Bessemer Group Inc. | 0.00% | Reduce -57.6% | 23,028 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -2.7% | 22,853 | $1.7M |
| Capital International Sarl | 0.04% | Reduce -21.7% | 22,254 | $1.7M |
| Hilton Capital Management, LLC | 0.14% | Add +13.0% | 22,071 | $1.7M |
| NJ State Employees Deferred Compensation Plan | 0.21% | No change | 22,000 | $1.7M |
| Aster Capital Management (DIFC) Ltd | 0.30% | Add +171.7% | 22,308 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 21,152 | $1.6M |
| Tounjian Advisory Partners, LLC | 0.29% | — | 20,734 | $1.6M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.0% | 20,318 | $1.5M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -22.6% | 20,222 | $1.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -73.8% | 20,041 | $1.5M |
| Opus Investment Management Inc. | 1.07% | No change | 20,000 | $1.5M |
| NEOS Investment Management LLC | 0.03% | Add +23.4% | 19,802 | $1.5M |
| Ninepoint Partners LP | 0.26% | Add +4.9% | 19,440 | $1.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.08% | No change | 19,406 | $1.5M |
| Metis Global Partners, LLC | 0.04% | Add +7.2% | 19,066 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.2% | 18,652 | $1.4M |
| Allstate Corp. | 0.04% | Add +98.5% | 18,335 | $1.4M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.0% | 18,213 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +0.7% | 18,140 | $1.4M |
| Cim, LLC | 0.20% | Add +0.3% | 18,114 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -6.9% | 17,924 | $1.3M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -9.4% | 17,865 | $1.3M |
| Ramirez Asset Management, Inc. | 0.28% | Reduce -0.2% | 17,781 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +2.5% | 17,610 | $1.3M |
| USS Investment Management Ltd | 0.01% | No change | 17,559 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -26.5% | 16,786 | $1.3M |
| Huntington National Bank | 0.01% | Add +31.5% | 16,467 | $1.2M |
| Royal London Asset Management Ltd. | 0.00% | New | 16,386 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | No change | 16,100 | $1.2M |
| Eisler Capital Management Ltd. | 0.04% | New | 16,094 | $1.2M |
| Securian Asset Management, Inc. | 0.04% | Reduce -2.0% | 15,729 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Add +6.4% | 15,684 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 15,675 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 14,976 | $1.1M |
| Cwm, LLC | 0.00% | Add +12.2% | 14,768 | $1.1M |
| Qtron Investments LLC | 0.16% | Add +40.9% | 14,538 | $1.1M |
| Nordea Investment Management AB | 0.00% | Reduce -11.8% | 14,258 | $1.1M |
| Mirador Capital Partners LP | 0.19% | Add +0.6% | 14,204 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -1.4% | 14,010 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -15.6% | 13,911 | $1.0M |
| Croban | 0.96% | Add +5.1% | 13,889 | $1.0M |
| Spirit of America Management Corp. | 0.21% | Add +3.8% | 13,800 | $1.0M |
| Fiduciary Trust Co | 0.01% | Add +0.9% | 13,791 | $1.0M |
| GAMMA Investing LLC | 0.08% | Add +17.6% | 13,491 | $1.0M |
| Meeder Advisory Services, Inc. | 0.06% | Add +21.7% | 13,441 | $1.0M |
| Ieq Capital, LLC | 0.01% | New | 13,372 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -78.9% | 13,265 | $996K |
| Bleakley Financial Group, LLC | 0.03% | Add +23.3% | 13,260 | $996K |
| Norinchukin Bank, The | 0.02% | Add +12.5% | 13,160 | $988K |
| Penserra Capital Management LLC | 0.02% | Add +1578.3% | 13,091 | $982K |
| Elevated Capital Advisors, LLC | 0.27% | Add +2.9% | 12,819 | $963K |
| Ameritas Advisory Services, LLC | 0.04% | New | 12,796 | $961K |
| Exchange Traded Concepts, LLC | 0.02% | Add +0.7% | 12,488 | $938K |
| Moody National Bank Trust Division | 0.10% | Reduce -0.8% | 12,444 | $935K |
| Summit Financial, LLC | 0.03% | Add +52.0% | 12,439 | $934K |
| BLB&B Advisors, LLC | 0.05% | Reduce -5.5% | 12,391 | $931K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.0% | 12,263 | $921K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.7% | 12,260 | $921K |
| GTS Securities LLC | 0.04% | Add +284.1% | 12,205 | $917K |
| Icon Advisers Inc. | 0.22% | No change | 12,200 | $916K |
| Gotham Asset Management | 0.01% | Add +22.5% | 12,193 | $916K |
| Alamea Verwaltungs GmbH | 0.79% | — | 12,112 | $910K |
| Vestcor Inc | 0.03% | Reduce -19.9% | 12,024 | $903K |
| PGGM Investments | 0.01% | No change | 12,013 | $902K |
| Smartleaf Asset Management LLC | 0.09% | Reduce -2.7% | 12,096 | $897K |
| Ossiam | 0.01% | Add +147.9% | 11,811 | $887K |
| Chesley Taft & Associates LLC | 0.04% | No change | 11,806 | $887K |
| Profund Advisors LLC | 0.04% | Reduce -27.1% | 11,766 | $884K |
| Greenleaf Trust | 0.01% | Add +1.9% | 11,575 | $869K |
| Vident Advisory, LLC | 0.01% | Reduce -30.6% | 11,555 | $868K |
| Kesler, Norman & Wride, LLC | 0.16% | Reduce -8.6% | 11,340 | $852K |
| Sumitomo Life Insurance Co. | 0.03% | Add +1.3% | 11,233 | $844K |
| QRG Capital Management, Inc. | 0.01% | Add +0.2% | 11,043 | $829K |
| Altfest L J & Co. Inc. | 0.10% | Add +29.7% | 11,014 | $827K |
| Elo Mutual Pension Insurance Co | 0.02% | Reduce -65.7% | 10,919 | $820K |
| Integrated Investment Consultants, LLC | 0.16% | No change | 10,861 | $816K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -22.1% | 10,779 | $810K |
| Exchange Capital Management, Inc. | 0.13% | Reduce -21.5% | 10,738 | $807K |
| BKM Wealth Management, LLC | 0.33% | Add +6.6% | 10,617 | $797K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.1% | 10,415 | $782K |
| FORA Capital, LLC | 0.08% | New | 10,396 | $781K |
| Empirical Finance, LLC | 0.05% | Add +3.9% | 10,316 | $775K |
| Capital International, Inc. | 0.01% | Reduce -19.1% | 10,292 | $773K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -13.1% | 10,122 | $760K |
| Lido Advisors, LLC | 0.00% | Reduce -10.3% | 10,006 | $752K |
| Canton Hathaway, LLC | 0.15% | New | 10,000 | $751K |
| Townsquare Capital LLC | 0.01% | Add +67.0% | 9,792 | $735K |
| Zions Bancorporation, National Association | 0.05% | — | 9,750 | $732K |
| Occudo Quantitative Strategies LP | 0.10% | New | 9,848 | $731K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +10.2% | 9,705 | $729K |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 9,645 | $724K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.1% | 9,594 | $721K |
| RIA Advisory Group LLC | 0.23% | New | 9,542 | $717K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 9,520 | $715K |
| Banque Cantonale Vaudoise | 0.03% | — | 9,516 | $714K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 9,503 | $714K |
| Centennial Wealth Advisory LLC | 0.26% | Add +14.1% | 9,401 | $706K |
| Whittier Trust Co. | 0.01% | Reduce -2.9% | 9,332 | $701K |
| Foster & Motley Inc. | 0.04% | No change | 9,226 | $693K |
| Commerce Bank | 0.00% | Add +0.3% | 9,183 | $690K |
| Hantz Financial Services, Inc. | 0.01% | Add +0.3% | 9,081 | $682K |
| Amica Mutual Insurance Co. | 0.07% | No change | 9,002 | $676K |
| Finer Wealth Management, Inc. | 0.41% | No change | 9,000 | $676K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.1% | 8,862 | $666K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -8.1% | 8,654 | $650K |
| United Services Automobile Association | 0.02% | New | 8,757 | $650K |
| Boothbay Fund Management, LLC | 0.02% | Add +124.4% | 8,620 | $647K |
| Choreo, LLC | 0.01% | Add +4.0% | 8,584 | $645K |
| Simplex Trading, LLC | 0.02% | New | 8,522 | $640K |
| Investment Management Corp of Ontario | 0.01% | New | 8,492 | $638K |
| OmniStar Financial Group, Inc. | 0.48% | New | 8,134 | $613K |
| Legacy Capital Group California, Inc. | 0.21% | Reduce -2.5% | 8,078 | $607K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -21.9% | 8,069 | $606K |
| Boit C F David | 0.29% | No change | 7,800 | $586K |
| Mather Group, Llc. | 0.01% | Add +94.2% | 7,762 | $583K |
| Blue Trust, Inc. | 0.01% | Add +22.3% | 7,535 | $566K |
| Acorn Wealth Advisors, LLC | 0.23% | Add +0.5% | 7,488 | $562K |
| Entropy Technologies, LP | 0.05% | New | 7,369 | $553K |
| V-Square Quantitative Management LLC | 0.08% | Add +4.0% | 7,304 | $549K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -18.6% | 7,113 | $534K |
| EntryPoint Capital, LLC | 0.24% | New | 6,978 | $524K |
| Shell Asset Management Co. | 0.02% | No change | 6,972 | $524K |
| Advisory Alpha, LLC | 0.02% | Reduce -3.8% | 6,932 | $521K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.9% | 6,827 | $513K |
| Danske Bank A/S | 0.00% | No change | 6,800 | $511K |
| Empowered Funds, LLC | 0.01% | Add +22.0% | 6,788 | $510K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 7,247 | $509K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +4.5% | 6,424 | $483K |
| Ballentine Partners, LLC | 0.01% | Add +15.8% | 6,296 | $473K |
| Farringdon Capital, Ltd. | 0.23% | New | 6,145 | $462K |
| Conning Inc. | 0.02% | No change | 5,969 | $448K |
| International Private Wealth Advisors LLC | 0.42% | Add +8.2% | 5,851 | $439K |
| Samalin Investment Counsel, LLC | 0.18% | Add +22.6% | 5,747 | $432K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,746 | $432K |
| Ethic Inc. | 0.01% | Add +12.5% | 5,681 | $427K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -0.5% | 5,871 | $422K |
| Wedmont Private Capital | 0.02% | Add +17.8% | 5,818 | $418K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +25.7% | 5,559 | $418K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 5,533 | $416K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.9% | 5,393 | $405K |
| Strategy Asset Managers LLC | 0.08% | Add +2.6% | 5,359 | $403K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.1% | 5,338 | $401K |
| Wedbush Securities Inc. | 0.01% | Add +2.1% | 5,304 | $398K |
| Pitcairn Co. | 0.02% | Reduce -0.1% | 5,296 | $398K |
| Mufg Securities Americas Inc. | 0.05% | Add +19.9% | 5,289 | $397K |
| Fulton Bank, N.A. | 0.02% | Reduce -1.5% | 5,280 | $397K |
| Signaturefd, LLC | 0.01% | Add +9.8% | 5,216 | $392K |
| Prelude Capital Management, LLC | 0.04% | Reduce -0.1% | 5,187 | $390K |
| Belpointe Asset Management LLC | 0.02% | Add +1.4% | 5,085 | $382K |
| Caprock Group, LLC | 0.01% | Add +43.0% | 5,085 | $382K |
| Carrera Capital Advisors | 0.08% | No change | 5,074 | $381K |
| Blair William & Co. | 0.00% | Reduce -9.8% | 5,057 | $380K |
| LMR Partners LLP | 0.01% | New | 5,054 | $380K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +7.6% | 5,022 | $377K |
| Segment Wealth Management, LLC | 0.03% | New | 5,008 | $376K |
| Silverleafe Capital Partners, LLC | 0.13% | No change | 5,000 | $376K |
| Smith Group Asset Management, LLC | 0.03% | No change | 5,000 | $376K |
| HighPoint Advisor Group LLC | 0.02% | Add +4.1% | 5,027 | $370K |
| Quadrant Capital Group LLC | 0.01% | Add +5.6% | 4,897 | $368K |
| Moment Partners, LLC | 0.07% | Reduce -0.5% | 4,832 | $363K |
| GeoWealth Management, LLC | 0.01% | Add +274.2% | 4,831 | $363K |
| Trivium Point Advisory, LLC | 0.04% | Add +41.3% | 4,797 | $360K |
| Alpine Woods Capital Investors, LLC | 0.09% | No change | 4,750 | $357K |
| Chatham Capital Group, Inc. | 0.06% | Reduce -2.1% | 4,730 | $355K |
| NewEdge Wealth, LLC | 0.01% | Reduce -15.0% | 4,707 | $354K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.5% | 4,704 | $353K |
| Foundations Investment Advisors, LLC | 0.01% | New | 4,693 | $353K |
| Sowell Financial Services LLC | 0.02% | New | 4,678 | $351K |
| Vontobel Holding Ltd. | 0.00% | Add +9.4% | 4,662 | $350K |
| Pinnacle Wealth Management Group, Inc. | 0.24% | Reduce -2.1% | 4,645 | $349K |
| Apollon Wealth Management, LLC | 0.01% | Add +12.1% | 4,605 | $346K |
| Oxler Private Wealth LLC | 0.12% | Add +0.5% | 4,515 | $339K |
| DAVENPORT & Co LLC | 0.00% | Add +24.4% | 4,504 | $338K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.8% | 4,496 | $338K |
| MBB Public Markets I LLC | 0.04% | New | 4,467 | $336K |
| Trust Co of the South | 0.07% | Add +0.4% | 4,423 | $332K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +38.8% | 4,415 | $332K |
| Jump Financial, LLC | 0.01% | Reduce -72.0% | 4,354 | $327K |
| Horizon Investments, LLC | 0.01% | Add +5.1% | 4,349 | $324K |
| Stephens Consulting, LLC | 0.08% | Reduce -2.3% | 4,226 | $317K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.6% | 4,209 | $316K |
| LVW Advisors, LLC | 0.04% | Add +0.6% | 4,197 | $315K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | No change | 4,179 | $314K |
| Bison Wealth, LLC | 0.03% | New | 4,196 | $309K |
| Financial Advisors Network, Inc. | 0.05% | Add +6.7% | 4,087 | $307K |
| Journey Advisory Group, LLC | 0.02% | No change | 4,050 | $304K |
| Continuum Advisory, LLC | 0.04% | Add +14.4% | 3,971 | $298K |
| OneDigital Investment Advisors LLC | 0.00% | Add +23.0% | 3,952 | $297K |
| Prudential PLC | 0.00% | Reduce -77.1% | 3,913 | $294K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,896 | $293K |
| McDonald Partners LLC | 0.08% | Add +13.3% | 3,830 | $288K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | Add +0.4% | 4,305 | $287K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 3,766 | $283K |
| Aventura Private Wealth, LLC | 0.15% | No change | 3,726 | $280K |
| Financial Strategies Group, Inc. | 0.07% | Add +0.6% | 3,844 | $279K |
| Quarry LP | 0.07% | Add +228.9% | 3,677 | $276K |
| NorthRock Partners, LLC | 0.01% | Add +0.4% | 3,632 | $273K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -3.4% | 3,605 | $271K |
| Scientech Research LLC | 0.07% | New | 3,594 | $270K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 3,566 | $268K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -84.5% | 3,562 | $268K |
| Parallel Advisors, LLC | 0.01% | Add +20.2% | 3,552 | $267K |
| Savant Capital, LLC | 0.00% | Add +6.2% | 3,542 | $266K |
| Pointe Capital Management LLC | 0.15% | No change | 3,515 | $264K |
| Essex Bank | 0.06% | Reduce -1.4% | 3,459 | $260K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -3.3% | 3,457 | $260K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.7% | 3,451 | $259K |
| Siemens Fonds Invest GmbH | 0.02% | Add +6.3% | 3,433 | $258K |
| TFB Advisors LLC | 0.07% | Add +0.1% | 3,432 | $258K |
| VeraBank, N.A. | 0.07% | No change | 3,400 | $255K |
| Strait & Sound Wealth Management LLC | 0.12% | No change | 3,393 | $255K |
| Baader Bank Aktiengesellschaft | 0.03% | Reduce -0.3% | 3,368 | $253K |
| Sage Mountain Advisors LLC | 0.02% | Add +4.5% | 3,360 | $252K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Add +0.4% | 3,519 | $252K |
| Stiles Financial Services Inc | 0.10% | Add +0.7% | 3,320 | $249K |
| Farther Finance Advisors, LLC | 0.01% | Add +195.2% | 3,297 | $248K |
| Full Sail Capital, LLC | 0.02% | Reduce -5.5% | 3,254 | $244K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,250 | $244K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +1.4% | 3,244 | $244K |
| Aaron Wealth Advisors LLC | 0.03% | New | 3,201 | $240K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 3,181 | $239K |
| DRW Securities, LLC | 0.02% | New | 3,131 | $235K |
| Prosperity Financial Group, Inc. | 0.12% | Add +3.4% | 3,116 | $234K |
| Daymark Wealth Partners, LLC | 0.01% | New | 3,099 | $233K |
| Venture Visionary Partners LLC | 0.01% | Reduce -3.3% | 3,046 | $229K |
| SkyOak Wealth, LLC | 0.05% | New | 3,000 | $225K |
| Longboard Asset Management, LP | 0.66% | New | 2,982 | $224K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 2,950 | $222K |
| Syon Capital LLC | 0.02% | New | 2,940 | $221K |
| Cigna Investments Inc. | 0.04% | Reduce -5.9% | 2,903 | $218K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.9% | 2,847 | $214K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 2,839 | $213K |
| Financial Counselors Inc. | 0.00% | Reduce -6.7% | 2,826 | $212K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 2,814 | $211K |
| West Family Investments, Inc. | 0.08% | New | 2,802 | $210K |
| Atom Investors LP | 0.03% | Reduce -93.4% | 2,757 | $207K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.8% | 2,756 | $207K |
| Jones Financial Companies LLLP | 0.00% | Add +98.2% | 2,783 | $206K |
| PharVision Advisers, LLC | 0.29% | New | 2,747 | $206K |
| Walker Asset Management, LLC | 0.12% | New | 2,732 | $205K |
| Checchi Capital Advisers, LLC | 0.01% | New | 2,702 | $203K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,702 | $203K |
| Barnes Pettey Financial Advisors, LLC | 0.16% | New | 2,700 | $203K |
| Citizens Financial Group Inc. | 0.00% | New | 2,665 | $200K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +47.8% | 2,647 | $199K |
| Spire Wealth Management | 0.01% | Add +6.4% | 2,550 | $191K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.6% | 2,511 | $189K |
| Geneos Wealth Management Inc. | 0.01% | Add +34.3% | 2,263 | $170K |
| Colonial Trust Co / SC | 0.02% | Add +1.2% | 2,030 | $152K |
| Alaska Permanent Fund Corp | 0.00% | No change | 2,070 | $152K |
| CX Institutional | 0.01% | New | 1,967 | $148K |
| Ostrum Asset Management | 0.01% | Reduce -2.5% | 1,913 | $144K |
| Crewe Advisors LLC | 0.02% | No change | 1,905 | $143K |
| State of Wyoming | 0.02% | Add +15.2% | 1,899 | $143K |
| Versant Capital Management, Inc | 0.02% | Add +781.7% | 1,878 | $141K |
| Allworth Financial LP | 0.00% | Add +15.8% | 1,892 | $140K |
| Principal Securities, Inc. | 0.00% | No change | 1,956 | $130K |
| Rothschild Investment LLC | 0.01% | Add +1.9% | 1,634 | $123K |
| MAI Capital Management | 0.00% | Add +0.2% | 1,572 | $118K |
| Acadian Asset Management LLC | 0.00% | No change | 1,551 | $116K |
| MeadowBrook Investment Advisors LLC | 0.11% | No change | 1,500 | $113K |
| FWL Investment Management, LLC | 0.04% | No change | 1,500 | $113K |
| Bruce G. Allen Investments, LLC | 0.09% | Reduce -0.1% | 1,499 | $113K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $112K |
| First Financial Corp. | 0.05% | No change | 1,480 | $111K |
| Private Trust Co. NA | 0.01% | Add +14.4% | 1,466 | $110K |
| Brooklyn Investment Group | 0.02% | Add +121.8% | 1,448 | $109K |
| Covestor Ltd | 0.07% | Add +35.5% | 1,443 | $108K |
| Costello Asset Management, INC | 0.04% | No change | 1,408 | $106K |
| Federated Hermes, Inc. | 0.00% | Add +32.9% | 1,328 | $100K |
| Quent Capital, LLC | 0.01% | Add +7.4% | 1,303 | $98K |
| HWG Holdings LP | 0.04% | New | 1,300 | $98K |
| CVA Family Office, LLC | 0.01% | Add +1.6% | 1,214 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.5% | 1,316 | $86K |
| Harbour Investments, Inc. | 0.00% | Add +38.1% | 1,110 | $83K |
| Montag A & Associates Inc. | 0.00% | No change | 1,100 | $83K |
| TD Private Client Wealth LLC | 0.00% | New | 1,088 | $82K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $82K |
| Grove Bank & Trust | 0.01% | Add +167.3% | 1,072 | $81K |
| CI Investments Inc. | 0.00% | Reduce -4.0% | 1,071 | $80K |
| Arax Advisory Partners | 0.01% | Reduce -22.0% | 1,054 | $79K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -3.2% | 1,053 | $79K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,000 | $75K |
| Lanark Financial, Inc. | 0.01% | — | 999 | $75K |
| Bernard Wealth Management Corp. | 0.04% | New | 962 | $72K |
| Robbins Farley | 0.04% | No change | 932 | $70K |
| Cranbrook Wealth Management, LLC | 0.02% | Add +4.8% | 915 | $69K |
| Amica Retiree Medical Trust | 0.10% | Reduce -15.1% | 905 | $68K |
| Cromwell Holdings LLC | 0.04% | Add +2.0% | 902 | $68K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -75.3% | 890 | $67K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -10.9% | 870 | $65K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -2.4% | 865 | $65K |
| IFP Advisors, Inc | 0.00% | Reduce -23.5% | 759 | $64K |
| Salem Investment Counselors Inc. | 0.00% | Add +7.3% | 810 | $61K |
| Sentry Investment Management LLC | 0.04% | Reduce -23.0% | 841 | $60K |
| Larson Financial Group LLC | 0.00% | Add +10.3% | 794 | $60K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -73.1% | 717 | $54K |
| TruNorth Capital Management, LLC | 0.01% | No change | 712 | $53K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 670 | $50K |
| First Horizon Advisors, Inc. | 0.00% | Add +23.9% | 637 | $48K |
| WPG Advisers, LLC | 0.04% | Add +1.9% | 628 | $47K |
| Global Financial Private Client, LLC | 0.02% | Add +2.7% | 610 | $46K |
| Hemington Wealth Management | 0.01% | Add +10.9% | 592 | $44K |
| Hexagon Capital Partners LLC | 0.01% | Add +25.3% | 560 | $42K |
| Richardson Financial Services Inc. | 0.03% | Add +22.0% | 555 | $42K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 539 | $40K |
| Manchester Capital Management LLC | 0.00% | Reduce -6.5% | 516 | $39K |
| Richards, Merrill & Peterson, Inc. | 0.02% | Reduce -8.3% | 484 | $36K |
| AlphaQuest LLC | 0.00% | Add +285.5% | 451 | $34K |
| UMB Bank, n.a. | 0.00% | Add +34.7% | 439 | $33K |
| BankPlus Trust Department | 0.01% | No change | 430 | $32K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $32K |
| CNB Bank | 0.02% | No change | 413 | $31K |
| St Germain D J Co. Inc. | 0.00% | Reduce -19.5% | 413 | $31K |
| Tobam | 0.01% | Reduce -44.5% | 414 | $31K |
| Lindbrook Capital, LLC | 0.00% | Reduce -63.6% | 408 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.3% | 407 | $31K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 405 | $30K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $30K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 370 | $28K |
| Johnson Financial Group, Inc. | 0.00% | No change | 338 | $25K |
| MV Capital Management, Inc. | 0.00% | Reduce -0.6% | 318 | $24K |
| SJS Investment Consulting Inc. | 0.00% | Add +2.0% | 308 | $23K |
| Mattson Financial Services, LLC | 0.01% | Reduce -81.4% | 304 | $23K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $23K |
| Eastern Bank | 0.00% | New | 295 | $22K |
| Sachetta, LLC | 0.01% | No change | 291 | $22K |
| Twin Tree Management, LP | 0.00% | New | 289 | $22K |
| Ransom Advisory, Ltd | 0.01% | No change | 274 | $21K |
| Sandy Spring Bank | 0.00% | No change | 254 | $19K |
| Trust Co. of Vermont | 0.00% | Reduce -24.7% | 235 | $18K |
| Missouri Trust & Investment Co | 0.01% | New | 231 | $17K |
| Riverview Trust Co | 0.02% | No change | 222 | $17K |
| First Pacific Financial | 0.00% | No change | 218 | $16K |
| Nemes Rush Group LLC | 0.00% | Reduce -4.4% | 216 | $16K |
| HM Payson & Co. | 0.00% | Add +58.1% | 215 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $15K |
| Tsfg, LLC | 0.00% | No change | 200 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 174 | $13K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 169 | $13K |
| Bangor Savings Bank | 0.00% | Add +0.6% | 168 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 168 | $13K |
| Atwood & Palmer Inc. | 0.00% | No change | 160 | $12K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -1.9% | 158 | $12K |
| Motco | 0.00% | New | 156 | $12K |
| West Paces Advisors Inc. | 0.00% | No change | 154 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +16.3% | 150 | $11K |
| GW&K Investment Management, LLC | 0.00% | No change | 147 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 145 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 141 | $11K |
| SouthState Bank Corp | 0.00% | New | 129 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | — | 129 | $10K |
| Aspect Partners, LLC | 0.01% | No change | 126 | $9K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -5.5% | 121 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -1.6% | 121 | $9K |
| Atticus Wealth Management, LLC | 0.00% | No change | 120 | $9K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | New | 118 | $9K |
| Saudi Central Bank | 0.05% | New | 118 | $9K |
| HighMark Wealth Management LLC | 0.01% | No change | 117 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -8.3% | 111 | $8K |
| True Wealth Design, LLC | 0.00% | Add +505.9% | 103 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Add +29.4% | 132 | $7K |
| WASHINGTON TRUST Co | 0.00% | Reduce -1.1% | 86 | $6K |
| Ameriflex Group, Inc. | 0.00% | New | 81 | $6K |
| ORG Partners LLC | 0.00% | New | 75 | $6K |
| TCTC Holdings, LLC | 0.00% | No change | 73 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 70 | $5K |
| Greenline Partners, LLC | 0.00% | New | 70 | $5K |
| Dunhill Financial, LLC | 0.00% | Reduce -8.0% | 69 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +27.3% | 70 | $5K |
| City State Bank | 0.00% | No change | 65 | $5K |
| Main Street Group, LTD | 0.00% | Add +88.2% | 64 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -34.0% | 62 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 61 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 61 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 58 | $4K |
| City Holding Co. | 0.00% | New | 55 | $4K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 59 | $4K |
| TD Capital Management LLC | 0.00% | Add +2.0% | 51 | $4K |
| Key Financial Inc | 0.00% | No change | 46 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.1% | 46 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 45 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 44 | $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 |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -16.3% | 41 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 46 | $3K |
| Avion Wealth | 0.00% | No change | 55 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $3K |
| WealthTrak Capital Management LLC | 0.00% | Add +250.0% | 35 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 35 | $3K |
| Archer Investment Corp | 0.00% | Add +3.3% | 31 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 32 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -89.2% | 26 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 24 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 23 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 22 | $2K |
| ESL Trust Services, LLC | 0.00% | No change | 22 | $2K |
| Capital A Wealth Management, LLC | 0.00% | Add +25.0% | 20 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| Rise Advisors, LLC | 0.00% | Reduce -90.4% | 19 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 14 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $902 |
| Sierra Ocean, LLC | 0.00% | No change | 10 | $754 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $752 |
| ROSS\JOHNSON & Associates LLC | 0.01% | New | 10 | $751 |
| Chesapeake Asset Management LLC | 0.00% | No change | 10 | $751 |
| Nvwm, LLC | 0.00% | No change | 10 | $751 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $751 |
| Ancora Advisors LLC | 0.00% | No change | 10 | $751 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $676 |
| Winnacle Wealth LLC | 0.00% | Add +50.0% | 9 | $635 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 8 | $601 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 8 | $569 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +40.0% | 7 | $526 |
| Rialto Wealth Management, LLC | 0.00% | New | 7 | $526 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 7 | $525 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $376 |
| HFM Investment Advisors, LLC | 0.00% | — | 5 | $376 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 5 | $376 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $376 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $301 |
| Rakuten Securities, Inc. | 0.00% | New | 4 | $300 |
| Rossby Financial, LCC | 0.00% | New | 3 | $217 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -86.7% | 2 | $150 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $76 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $75 |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 9 | $0 |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.