CMS EnergyCMS
13F holders, Q2 2025 (June 30)744holders +11
81new positions
72sold out
8famous investors
$69.26avg. 13F price*
At the end of Q2 2025, 744 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 11 from Q1 2025. 81 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($2.1B) and JPMorgan Chase & Co. ($1.4B). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $162.9M |
| Exits | 72 | $81.0M |
All 13F filers, Q1 2025 → Q2 2025: 29,453,359 shares bought and 20,962,063 shares sold, net +8,491,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 744 holders
| Vanguard Group Inc. | 0.04% | Add +1.8% | 39,044,129 | $2.7B |
| BlackRock, Inc. | 0.04% | Add +0.1% | 30,834,987 | $2.1B |
| JPMorgan Chase & Co. | 0.10% | Reduce -10.9% | 20,818,677 | $1.4B |
| State Street Corp. | 0.05% | Add +4.7% | 17,457,182 | $1.2B |
| Massachusetts Financial Services Co. | 0.21% | Reduce -3.1% | 9,331,771 | $646.5M |
| Geode Capital Management, LLC | 0.04% | Add +1.6% | 8,020,765 | $553.4M |
| Invesco Ltd. | 0.08% | Add +2.0% | 7,162,402 | $496.2M |
| T. Rowe Price Associates Inc. | 0.05% | Reduce -57.9% | 6,970,815 | $482.9M |
| Morgan Stanley | 0.03% | Add +9.6% | 6,224,683 | $431.2M |
| Wells Fargo & Company | 0.09% | Reduce -4.7% | 5,933,313 | $411.1M |
| Deutsche Bank AG | 0.15% | Add +23.2% | 5,922,545 | $410.3M |
| GQG Partners LLC | 0.54% | Add +6715.4% | 5,492,088 | $380.5M |
| Victory Capital Management Inc. | 0.23% | Add +847.1% | 5,150,344 | $356.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.35% | Add +1.8% | 4,850,944 | $336.1M |
| Ameriprise Financial Inc. | 0.08% | Reduce -3.2% | 4,771,772 | $330.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +35.7% | 4,623,546 | $320.3M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -10.6% | 4,008,269 | $277.7M |
| Norges Bank | 0.03% | Add +33.6% | 3,449,056 | $239.0M |
| Bank of America Corp. | 0.02% | Add +5.6% | 3,311,592 | $229.4M |
| Lord, Abbett & Co. LLC | 0.76% | Add +41.1% | 3,248,232 | $225.0M |
| FIL Ltd | 0.18% | Add +0.5% | 2,961,325 | $205.2M |
| Legal & General Group Plc | 0.05% | Reduce -3.6% | 2,897,274 | $200.7M |
| Northern Trust Corp. | 0.03% | Reduce -4.9% | 2,879,295 | $199.5M |
| UBS Group AG | 0.03% | Add +33.4% | 2,318,001 | $160.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.7% | 2,181,078 | $151.1M |
| Citadel Advisors | 0.13% | Add +51.4% | 2,145,406 | $148.6M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -6.0% | 2,129,138 | $147.5M |
| Perpetual Ltd | 1.66% | Reduce -5.3% | 2,041,739 | $141.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.2% | 1,925,841 | $133.4M |
| Reaves W H & Co. Inc. | 2.88% | Add +418.2% | 1,872,542 | $129.7M |
| Jennison Associates LLC | 0.08% | Reduce -1.1% | 1,852,146 | $128.3M |
| Nuveen, LLC | 0.03% | Add +20.9% | 1,718,110 | $119.0M |
| Truist Financial Corp. | 0.17% | Reduce -2.5% | 1,714,251 | $118.8M |
| Franklin Resources Inc. | 0.03% | Reduce -6.0% | 1,597,121 | $110.6M |
| Macquarie Group Ltd. | 0.13% | Add +13.2% | 1,473,829 | $102.1M |
| Qube Research & Technologies Ltd | 0.14% | Add +1048.7% | 1,460,924 | $101.2M |
| Duff & Phelps Investment Management Co. | 1.18% | Add +5.2% | 1,453,667 | $100.7M |
| Amundi | 0.03% | Reduce -48.2% | 1,440,326 | $100.4M |
| Soroban Capital Partners LP | 0.97% | Add +215.8% | 1,435,170 | $99.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.4% | 1,388,025 | $96.2M |
| iA Global Asset Management Inc. | 1.42% | Reduce -4.2% | 1,361,949 | $94.4M |
| DekaBank Deutsche Girozentrale | 0.16% | Add +0.1% | 1,333,955 | $91.6M |
| Barclays PLC | 0.04% | Add +1.4% | 1,308,831 | $90.7M |
| California Public Employees Retirement System | 0.05% | Reduce -18.7% | 1,084,623 | $75.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.3% | 1,038,686 | $72.0M |
| First Trust Advisors LP | 0.06% | Reduce -8.6% | 1,029,028 | $71.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.04% | Reduce -1.6% | 984,104 | $68.2M |
| Royal Bank of Canada | 0.01% | Reduce -12.7% | 907,532 | $62.9M |
| TD Asset Management Inc | 0.05% | Add +4.4% | 906,109 | $62.8M |
| Swiss National Bank | 0.04% | Add +7.4% | 905,400 | $62.7M |
| UniSuper Management Pty Ltd | 0.42% | Add +45.3% | 900,174 | $62.4M |
| Brookfield Corp | 0.07% | Reduce -17.6% | 884,640 | $61.3M |
| Citigroup Inc. | 0.04% | Reduce -14.1% | 857,663 | $59.4M |
| Aberdeen Group plc | 0.10% | Reduce -7.6% | 847,288 | $58.7M |
| Rockefeller Capital Management L.P. | 0.12% | Add +48.3% | 802,409 | $55.6M |
| Fisher Funds Management LTD | 1.29% | No change | 780,606 | $54.1M |
| Aviva PLC | 0.11% | Add +6.9% | 764,887 | $53.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +3.9% | 757,923 | $52.5M |
| Bahl & Gaynor LLC | 0.25% | Add +9.5% | 724,816 | $50.2M |
| Rhumbline Advisers | 0.04% | Add +1.4% | 690,464 | $47.8M |
| Railway Pension Investments Ltd | 0.67% | No change | 681,200 | $47.2M |
| FMR LLC | 0.00% | Reduce -29.2% | 658,359 | $45.6M |
| Energy Income Partners, LLC | 0.89% | Add +3.4% | 654,281 | $45.3M |
| Prudential Financial Inc. | 0.06% | Reduce -1.6% | 645,713 | $44.7M |
| Canada Pension Plan Investment Board | 0.04% | Add +107.6% | 634,192 | $43.9M |
| Voloridge Investment Management, LLC | 0.16% | New | 618,740 | $42.9M |
| Partners Group Holding AG | 1.99% | Reduce -10.3% | 611,962 | $42.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +10.9% | 591,377 | $41.0M |
| ING Groep NV | 0.25% | Add +1438.2% | 586,859 | $40.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.21% | Add +0.8% | 573,084 | $39.7M |
| Miller Howard Investments Inc. | 1.26% | Add +0.7% | 571,340 | $39.6M |
| STRS Ohio | 0.14% | Add +1.7% | 552,918 | $38.3M |
| Vaughan Nelson Investment Management, L.P. | 0.35% | Reduce -3.0% | 537,619 | $37.2M |
| HSBC Holdings PLC | 0.02% | Reduce -11.4% | 534,302 | $37.0M |
| Janus Henderson Group PLC | 0.02% | Add +10.4% | 527,561 | $36.5M |
| Bank of Montreal | 0.02% | Reduce -13.0% | 517,575 | $35.9M |
| AQR Capital Management | 0.03% | Add +0.2% | 491,284 | $33.8M |
| RWC Asset Management LLP | 2.16% | Reduce -5.5% | 485,833 | $33.7M |
| Capital International Investors | 0.01% | Reduce -12.5% | 479,557 | $33.2M |
| Principal Financial Group Inc. | 0.02% | Add +9.4% | 448,155 | $31.0M |
| M&T Bank Corp | 0.10% | Reduce -0.7% | 433,275 | $30.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +18.7% | 433,240 | $30.0M |
| Tredje AP-fonden | 0.24% | Add +390.0% | 432,456 | $30.0M |
| 1832 Asset Management L.P. | 0.05% | Reduce -12.0% | 420,312 | $29.1M |
| Renaissance Technologies | 0.04% | Reduce -34.7% | 420,300 | $29.1M |
| Ensign Peak Advisors, Inc | 0.05% | Add +4.5% | 415,064 | $28.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -5.0% | 408,557 | $28.7M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 411,937 | $28.5M |
| LPL Financial LLC | 0.01% | Add +8.1% | 406,388 | $28.2M |
| National Pension Service | 0.02% | Add +0.8% | 404,536 | $28.0M |
| APG Asset Management N.V. | 0.08% | Add +47.5% | 460,595 | $27.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +109.1% | 387,391 | $26.8M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +33.1% | 380,645 | $26.4M |
| California State Teachers Retirement System | 0.03% | Add +2.8% | 363,087 | $25.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -20.3% | 342,816 | $23.8M |
| Cidel Asset Management Inc. | 1.34% | Add +16.5% | 322,658 | $22.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.4% | 320,119 | $22.2M |
| Schroder Investment Management Group | 0.02% | Reduce -10.3% | 319,518 | $22.1M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +2.2% | 316,518 | $21.9M |
| Zimmer Partners, LP | 0.48% | New | 302,138 | $20.9M |
| Capital Group Private Client Services, Inc. | 0.18% | Reduce -1.7% | 292,226 | $20.2M |
| Artemis Investment Management LLP | 0.26% | Add +14.0% | 291,216 | $20.2M |
| Tortoise Capital Advisors, L.L.C. | 0.26% | Reduce -36.4% | 291,118 | $20.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -67.5% | 291,093 | $20.2M |
| Avalon Trust Co | 1.47% | Add +0.8% | 290,371 | $20.1M |
| Russell Investments Group, Ltd. | 0.03% | Add +20.7% | 290,033 | $20.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -30.8% | 285,672 | $19.8M |
| CIBC Asset Management Inc | 0.06% | Add +17.3% | 276,115 | $19.1M |
| Two Sigma Investments, LP | 0.03% | Reduce -11.1% | 266,074 | $18.4M |
| Bank of Nova Scotia | 0.04% | Add +611.7% | 259,974 | $18.0M |
| Beck Bode, LLC | 3.03% | Add +4.1% | 258,289 | $17.9M |
| National Bank of Canada | 0.02% | Reduce -15.8% | 249,706 | $17.3M |
| Two Sigma Advisers, LP | 0.03% | Add +39.6% | 240,500 | $16.7M |
| Covea Finance | 0.61% | Add +36.1% | 236,050 | $16.4M |
| New York State Teachers Retirement System | 0.03% | Add +0.1% | 232,484 | $16.1M |
| AE Wealth Management LLC | 0.12% | Reduce -5.0% | 230,684 | $16.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -27.9% | 226,635 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -2.5% | 225,138 | $15.6M |
| Keybank National Association | 0.06% | Reduce -3.3% | 214,282 | $14.8M |
| Aventail Capital Group, LP | 0.62% | Reduce -1.3% | 201,657 | $14.0M |
| Magellan Asset Management Ltd | 0.16% | Reduce -0.4% | 200,553 | $13.9M |
| Bruce & Co., Inc. | 4.41% | Reduce -13.3% | 196,000 | $13.6M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -4.7% | 194,135 | $13.4M |
| Gabelli Funds LLC | 0.10% | No change | 190,217 | $13.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -10.5% | 189,830 | $13.2M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -3.3% | 184,625 | $12.8M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -5.4% | 184,296 | $12.8M |
| Susquehanna Fundamental Investments, LLC | 0.34% | Reduce -35.3% | 182,309 | $12.6M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -2.7% | 178,113 | $12.4M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -7.6% | 176,639 | $12.2M |
| Korea Investment CORP | 0.03% | Reduce -2.1% | 176,576 | $12.2M |
| Natixis Advisors, LLC | 0.02% | Reduce -34.1% | 176,157 | $12.2M |
| Wealthfront Advisers LLC | 0.03% | Reduce -0.2% | 171,626 | $11.9M |
| Sone Capital Management, LLC | 1.08% | New | 168,247 | $11.7M |
| Hennessy Advisors Inc. | 0.39% | Add +3.0% | 167,498 | $11.6M |
| OMERS ADMINISTRATION Corp | 0.09% | No change | 162,989 | $11.3M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -0.5% | 161,947 | $11.2M |
| Nicholas Company, Inc. | 0.19% | Reduce -3.4% | 161,860 | $11.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.8% | 157,996 | $10.9M |
| State of Tennessee, Department of Treasury | 0.04% | Add +15.5% | 156,576 | $10.8M |
| Millennium Management | 0.01% | Reduce -5.8% | 156,556 | $10.8M |
| Bokf, NA | 0.17% | Reduce -1.1% | 152,325 | $10.6M |
| Verition Fund Management LLC | 0.06% | New | 152,076 | $10.5M |
| Quantinno Capital Management LP | 0.05% | Add +56.5% | 150,744 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.7% | 147,807 | $10.2M |
| Lazard Asset Management LLC | 0.02% | Reduce -14.1% | 144,790 | $10.0M |
| Graham Capital Management, L.P. | 0.30% | Add +2.4% | 144,008 | $10.0M |
| Tidal Investments LLC | 0.06% | Add +30.2% | 142,919 | $9.9M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.0% | 138,959 | $9.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.57% | Reduce -6.3% | 135,646 | $9.4M |
| Man Group plc | 0.02% | Add +24.0% | 134,338 | $9.3M |
| Toronto Dominion Bank | 0.02% | Add +23.2% | 131,556 | $9.1M |
| Contravisory Investment Management, Inc. | 1.78% | Add +7.8% | 130,819 | $9.1M |
| Brasada Capital Management, LP | 1.55% | Reduce -3.5% | 128,515 | $9.1M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +19.0% | 129,532 | $9.0M |
| Comerica Bank | 0.03% | Reduce -1.4% | 128,033 | $8.9M |
| MetLife Investment Management, LLC | 0.05% | Add +2.6% | 127,953 | $8.9M |
| First American Trust, FSB | 0.70% | Reduce -0.6% | 126,938 | $8.8M |
| Squarepoint Ops LLC | 0.02% | Add +53.7% | 123,279 | $8.5M |
| NewSquare Capital LLC | 0.63% | Add +5.7% | 124,948 | $8.5M |
| AMF Tjanstepension AB | 0.06% | No change | 121,251 | $8.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +8.0% | 121,168 | $8.4M |
| Westwood Holdings Group Inc. | 0.06% | Reduce -2.9% | 120,698 | $8.4M |
| Edgestream Partners, L.P. | 0.23% | New | 118,464 | $8.2M |
| Mattern Capital Management, LLC | 0.99% | Add +1.2% | 118,363 | $8.2M |
| Summit Global Investments | 0.47% | Reduce -40.8% | 115,740 | $8.0M |
| Howe & Rusling Inc. | 0.59% | Reduce -8.1% | 114,528 | $7.9M |
| Jane Street Group, LLC | 0.01% | Reduce -35.3% | 113,718 | $7.9M |
| American Century Companies Inc. | 0.00% | Add +32.5% | 113,346 | $7.9M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +6.0% | 111,869 | $7.8M |
| Vestcor Inc | 0.23% | Add +811.8% | 109,634 | $7.6M |
| Assetmark, Inc. | 0.02% | Add +14.8% | 105,440 | $7.3M |
| Van Eck Associates Corp. | 0.01% | Add +8.4% | 105,253 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Add +16.1% | 100,934 | $7.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +28.3% | 100,337 | $7.0M |
| Linden Advisors LP | 0.71% | New | 97,500 | $6.8M |
| Panagora Asset Management Inc. | 0.03% | Add +125.8% | 94,870 | $6.6M |
| Illinois Municipal Retirement Fund | 0.09% | Reduce -44.8% | 92,204 | $6.4M |
| Nomura Holdings Inc. | 0.05% | Add +28.0% | 91,634 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 91,477 | $6.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +1.4% | 91,093 | $6.3M |
| ASR Vermogensbeheer N.V. | 0.08% | Add +0.6% | 88,532 | $6.1M |
| Voya Investment Management LLC | 0.01% | Reduce -3.4% | 88,025 | $6.1M |
| Arizona State Retirement System | 0.03% | Add +1.2% | 87,425 | $6.1M |
| First Citizens Bank & Trust Co. | 0.11% | Add +35.7% | 86,324 | $6.0M |
| Sei Investments Co. | 0.01% | Reduce -11.5% | 85,775 | $5.9M |
| &partners | 0.05% | Reduce -0.5% | 85,363 | $5.9M |
| Employees Retirement System of Texas | 0.06% | New | 84,245 | $5.8M |
| Andra AP-fonden | 0.08% | Add +123.1% | 83,173 | $5.8M |
| New England Asset Management Inc. | 0.93% | Add +0.5% | 82,935 | $5.7M |
| First American Bank | 0.39% | Add +0.8% | 81,302 | $5.6M |
| State of Michigan Retirement System | 0.03% | Add +0.3% | 81,299 | $5.6M |
| DNB Asset Management AS | 0.02% | Reduce -42.1% | 80,770 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 79,661 | $5.5M |
| Daiwa Securities Group Inc. | 0.02% | Add +86.9% | 79,438 | $5.5M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +0.4% | 78,720 | $5.5M |
| Forsta Ap-Fonden | 0.04% | Add +14.1% | 77,900 | $5.4M |
| Holocene Advisors, LP | 0.01% | New | 76,731 | $5.3M |
| Susquehanna Portfolio Strategies, LLC | 0.11% | Add +203.2% | 75,434 | $5.2M |
| Intact Investment Management Inc. | 0.17% | Reduce -5.5% | 74,600 | $5.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 73,961 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.0% | 73,638 | $5.1M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Reduce -34.2% | 73,619 | $5.1M |
| Wellington Management Group LLP | 0.00% | Reduce -2.0% | 73,247 | $5.1M |
| Czech National Bank | 0.04% | Add +6.6% | 73,116 | $5.1M |
| Sourcerock Group LLC | 0.26% | New | 72,700 | $5.0M |
| Teacher Retirement System of Texas | 0.02% | Reduce -35.6% | 71,390 | $4.9M |
| SilverOak Wealth Management LLC | 0.90% | No change | 68,838 | $4.8M |
| Hilltop Holdings Inc. | 0.30% | Reduce -0.7% | 67,268 | $4.7M |
| IFM Investors Pty Ltd | 0.04% | Add +5.8% | 66,348 | $4.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.0% | 64,185 | $4.4M |
| Logan Capital Management Inc. | 0.21% | Reduce -3.1% | 63,884 | $4.4M |
| Canada Post Corp Registered Pension Plan | 0.26% | Add +0.4% | 63,884 | $4.4M |
| Ontario Teachers Pension Plan Board | 0.09% | Add +118.6% | 62,134 | $4.3M |
| Public Sector Pension Investment Board | 0.02% | Reduce -23.0% | 61,530 | $4.3M |
| Tudor Investment Corporation | 0.03% | New | 59,416 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -2.7% | 59,407 | $4.1M |
| Amalgamated Bank | 0.03% | Add +1.1% | 59,071 | $4.1M |
| Guggenheim Capital LLC | 0.03% | Add +22.4% | 58,931 | $4.1M |
| Xponance LLC | 0.03% | Add +31.5% | 55,400 | $3.8M |
| Daiichi Life Insurance Co., Ltd. | 0.10% | Reduce -17.9% | 54,003 | $3.7M |
| Martingale Asset Management L P | 0.09% | No change | 53,925 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Add +1.1% | 53,686 | $3.7M |
| Agf Management Ltd. | 0.02% | Add +13.0% | 53,563 | $3.7M |
| ProShare Advisors LLC | 0.01% | Add +13.1% | 53,165 | $3.7M |
| XTX Topco Ltd | 0.15% | Add +109.5% | 51,339 | $3.6M |
| Creative Planning | 0.00% | Add +19.9% | 50,508 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +12.8% | 49,789 | $3.4M |
| Campbell & CO Investment Adviser LLC | 0.21% | New | 49,077 | $3.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +0.1% | 49,062 | $3.4M |
| Utah Retirement Systems | 0.04% | Reduce -0.6% | 48,933 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +27.3% | 47,577 | $3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.6% | 47,064 | $3.3M |
| Mariner, LLC | 0.00% | Add +4.3% | 46,769 | $3.2M |
| Pacer Advisors, Inc. | 0.01% | Add +15.0% | 46,682 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 46,593 | $3.2M |
| Swiss Life Asset Management Ltd | 0.02% | Add +7.3% | 45,975 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +4.3% | 45,041 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +60.9% | 44,686 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +9.9% | 43,250 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +6.8% | 43,208 | $3.0M |
| Aigen Investment Management, LP | 0.40% | New | 41,813 | $2.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -11.8% | 41,081 | $2.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.36% | Add +16.1% | 40,707 | $2.8M |
| New York Life Investment Management LLC | 0.03% | Add +1.8% | 40,618 | $2.8M |
| Gotham Asset Management | 0.02% | Add +232.4% | 40,534 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +8.3% | 40,460 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +34.4% | 39,694 | $2.8M |
| DRW Securities, LLC | 0.19% | Add +1145.6% | 39,000 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +15.2% | 38,196 | $2.6M |
| Centiva Capital, LP | 0.18% | New | 38,166 | $2.6M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -0.6% | 38,118 | $2.6M |
| Fifth Third Bancorp | 0.01% | Add +4.2% | 37,819 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -2.7% | 37,651 | $2.6M |
| Cibc World Markets Corp. | 0.02% | Add +4.4% | 37,640 | $2.6M |
| Intech Investment Management LLC | 0.02% | Reduce -2.8% | 37,313 | $2.6M |
| Greenland Capital Management LP | 0.34% | Reduce -56.0% | 36,747 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 36,596 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.1% | 36,408 | $2.5M |
| Polymer Capital Management (US) LLC | 0.40% | Add +0.8% | 35,297 | $2.4M |
| OP Asset Management Ltd | 0.04% | Add +1.6% | 34,572 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.3% | 34,298 | $2.4M |
| Parr McKnight Wealth Management Group, LLC | 0.32% | Add +8.2% | 33,997 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.2% | 33,560 | $2.3M |
| Wolverine Trading, LLC | 0.06% | Add +22.9% | 33,555 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.8% | 32,945 | $2.3M |
| USS Investment Management Ltd | 0.01% | Add +86.7% | 32,774 | $2.3M |
| Inspire Investing, LLC | 0.25% | Add +7.0% | 32,568 | $2.3M |
| Woodline Partners LP | 0.01% | Add +28.2% | 32,356 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +19.6% | 32,148 | $2.2M |
| Lombard Odier Asset Management (Europe) Ltd | 0.19% | Reduce -80.4% | 31,888 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +12.0% | 31,763 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -1.3% | 31,615 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.3% | 30,873 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +9.0% | 31,035 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.3% | 30,314 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Add +2.5% | 30,141 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -6.7% | 29,424 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -15.2% | 29,421 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +12.1% | 28,857 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.7% | 28,342 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.2% | 27,947 | $1.9M |
| Achmea Investment Management B.V. | 0.02% | No change | 27,702 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.0% | 27,078 | $1.9M |
| GAMCO Investors | 0.02% | No change | 26,950 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.25% | New | 26,735 | $1.9M |
| WealthTrust Axiom LLC | 0.54% | Reduce -7.0% | 26,600 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.3% | 26,085 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.8% | 25,844 | $1.8M |
| Trexquant Investment LP | 0.02% | New | 25,789 | $1.8M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +0.3% | 25,771 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.3% | 25,370 | $1.8M |
| KBC Group NV | 0.00% | No change | 25,342 | $1.8M |
| AXA S.A. | 0.01% | New | 25,300 | $1.8M |
| NEOS Investment Management LLC | 0.02% | Add +27.0% | 25,151 | $1.7M |
| Hilton Capital Management, LLC | 0.14% | Add +13.7% | 25,102 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.4% | 25,000 | $1.7M |
| Ramirez Asset Management, Inc. | 0.25% | Add +36.1% | 24,204 | $1.7M |
| Virtu Financial LLC | 0.09% | New | 24,153 | $1.7M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -8.8% | 24,024 | $1.7M |
| Alberta Investment Management Corp | 0.01% | New | 23,900 | $1.7M |
| Nicholson Wealth Management Group, LLC | 1.00% | Add +0.7% | 23,495 | $1.6M |
| HRT Financial LP | 0.01% | New | 23,485 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.5% | 23,418 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +31.6% | 23,170 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.9% | 22,605 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -22.6% | 22,373 | $1.6M |
| Tounjian Advisory Partners, LLC | 0.30% | Reduce -1.3% | 20,468 | $1.5M |
| Oak Thistle LLC | 0.22% | Reduce -10.6% | 22,041 | $1.5M |
| NJ State Employees Deferred Compensation Plan | 0.18% | No change | 22,000 | $1.5M |
| Boothbay Fund Management, LLC | 0.05% | Add +147.6% | 21,341 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -45.6% | 21,322 | $1.5M |
| Ninepoint Partners LP | 0.28% | Add +6.7% | 20,748 | $1.4M |
| Mizuho Securities USA LLC | 0.03% | — | 20,674 | $1.4M |
| Gateway Investment Advisers LLC | 0.02% | No change | 20,222 | $1.4M |
| Opus Investment Management Inc. | 0.92% | No change | 20,000 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +9.4% | 19,546 | $1.4M |
| Lombard Odier Asset Management (Switzerland) SA | 0.07% | No change | 19,406 | $1.3M |
| Sherbrooke Park Advisers LLC | 0.58% | Add +501.2% | 19,125 | $1.3M |
| Kentucky Retirement Systems | 0.04% | Reduce -6.2% | 19,068 | $1.3M |
| Wedge Capital Management L L P | 0.02% | Reduce -22.0% | 18,949 | $1.3M |
| Cim, LLC | 0.18% | Add +4.3% | 18,886 | $1.3M |
| Capital International Sarl | 0.02% | Reduce -16.4% | 18,605 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +2.2% | 18,535 | $1.3M |
| Norinchukin Bank, The | 0.02% | Add +37.5% | 18,102 | $1.3M |
| Metis Global Partners, LLC | 0.03% | Reduce -5.5% | 18,017 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.5% | 17,948 | $1.2M |
| SVB Wealth LLC | 0.07% | New | 17,900 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -46.5% | 17,848 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.5% | 17,816 | $1.2M |
| Bleakley Financial Group, LLC | 0.03% | Add +23.6% | 16,392 | $1.1M |
| Huntington National Bank | 0.01% | Reduce -0.6% | 16,361 | $1.1M |
| Spirit of America Management Corp. | 0.24% | Add +18.5% | 16,350 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.9% | 15,800 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.3% | 15,529 | $1.1M |
| Two Sigma Securities, LLC | 0.13% | New | 15,336 | $1.1M |
| Profund Advisors LLC | 0.04% | Add +27.8% | 15,037 | $1.0M |
| Mirador Capital Partners LP | 0.17% | Add +4.2% | 14,804 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -13.8% | 14,478 | $1.0M |
| Glenmede Investment Management, LP | 0.01% | — | 14,394 | $997K |
| Nordea Investment Management AB | 0.00% | Add +0.7% | 14,362 | $989K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -13.6% | 14,162 | $981K |
| Croban | 0.83% | Add +1.2% | 14,056 | $974K |
| GAMMA Investing LLC | 0.06% | Add +4.2% | 14,052 | $974K |
| New Mexico Educational Retirement Board | 0.03% | No change | 14,010 | $971K |
| Fiduciary Trust Co | 0.01% | Add +1.6% | 14,009 | $971K |
| Maryland State Retirement & Pension System | 0.02% | No change | 13,911 | $964K |
| Elevated Capital Advisors, LLC | 0.27% | No change | 12,819 | $963K |
| FORA Capital, LLC | 0.11% | Add +33.2% | 13,851 | $960K |
| Vident Advisory, LLC | 0.01% | Add +17.1% | 13,530 | $937K |
| Qtron Investments LLC | 0.12% | Reduce -7.1% | 13,508 | $936K |
| USA Financial Formulas | 0.16% | New | 13,218 | $916K |
| Cwm, LLC | 0.00% | Reduce -11.0% | 13,138 | $910K |
| Alamea Verwaltungs GmbH | 0.68% | Add +8.3% | 13,113 | $908K |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.7% | 12,907 | $894K |
| Meeder Advisory Services, Inc. | 0.05% | Reduce -4.4% | 12,850 | $890K |
| Moody National Bank Trust Division | 0.08% | Add +1.7% | 12,654 | $877K |
| Exchange Traded Concepts, LLC | 0.01% | Add +0.1% | 12,502 | $866K |
| Blueshift Asset Management, LLC | 0.27% | New | 12,478 | $864K |
| Summit Financial, LLC | 0.02% | Reduce -0.5% | 12,383 | $858K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 12,311 | $853K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -21.6% | 12,297 | $852K |
| Icon Advisers Inc. | 0.19% | No change | 12,200 | $845K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +11.5% | 12,022 | $833K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +235.0% | 11,932 | $827K |
| Mather Group, Llc. | 0.01% | Add +53.6% | 11,922 | $826K |
| MASTERINVEST Kapitalanlage GmbH | 0.09% | — | 11,838 | $820K |
| BLB&B Advisors, LLC | 0.04% | Reduce -5.4% | 11,725 | $812K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -1.3% | 11,656 | $808K |
| QRG Capital Management, Inc. | 0.01% | Add +3.8% | 11,463 | $794K |
| Altfest L J & Co. Inc. | 0.09% | Add +3.6% | 11,411 | $791K |
| Farringdon Capital, Ltd. | 0.26% | Add +84.6% | 11,344 | $786K |
| Kesler, Norman & Wride, LLC | 0.14% | Reduce -0.9% | 11,240 | $779K |
| Greenleaf Trust | 0.01% | Reduce -4.3% | 11,080 | $768K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.4% | 10,981 | $761K |
| Danske Bank A/S | 0.00% | Add +60.3% | 10,900 | $755K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 10,861 | $752K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -10.1% | 10,880 | $751K |
| Horizon Investments, LLC | 0.01% | Add +149.5% | 10,849 | $746K |
| Sumitomo Life Insurance Co. | 0.05% | Reduce -5.1% | 10,657 | $738K |
| Diversify Advisory Services, LLC | 0.03% | New | 10,028 | $730K |
| Empirical Finance, LLC | 0.04% | Add +0.7% | 10,385 | $719K |
| BKM Wealth Management, LLC | 0.28% | Reduce -2.9% | 10,308 | $714K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.1% | 10,199 | $707K |
| Capital International, Inc. | 0.01% | Reduce -2.1% | 10,073 | $698K |
| Canton Hathaway, LLC | 0.14% | No change | 10,000 | $693K |
| Lido Advisors, LLC | 0.00% | Reduce -0.4% | 9,969 | $691K |
| Zions Bancorporation, National Association | 0.04% | Add +0.4% | 9,786 | $678K |
| Hantz Financial Services, Inc. | 0.01% | Add +6.6% | 9,681 | $671K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -4.9% | 9,622 | $667K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 9,543 | $661K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 9,520 | $660K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -0.4% | 9,474 | $656K |
| AlphaQuest LLC | 0.06% | Add +1969.6% | 9,334 | $647K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.2% | 9,285 | $643K |
| Legacy Capital Group California, Inc. | 0.18% | Add +14.4% | 9,241 | $640K |
| Whittier Trust Co. | 0.01% | Reduce -1.1% | 9,234 | $640K |
| Foster & Motley Inc. | 0.04% | No change | 9,226 | $639K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.5% | 9,173 | $635K |
| MML Investors Services, LLC | 0.00% | Reduce -5.0% | 9,162 | $635K |
| Blue Trust, Inc. | 0.01% | Add +20.1% | 9,053 | $627K |
| Choreo, LLC | 0.01% | Add +5.1% | 9,021 | $625K |
| Amica Mutual Insurance Co. | 0.06% | No change | 9,002 | $624K |
| Finer Wealth Management, Inc. | 0.33% | No change | 9,000 | $624K |
| Commerce Bank | 0.00% | Reduce -2.4% | 8,964 | $621K |
| Bessemer Group Inc. | 0.00% | Reduce -61.5% | 8,871 | $616K |
| Centennial Wealth Advisory LLC | 0.20% | Reduce -5.6% | 8,873 | $615K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -10.1% | 8,727 | $605K |
| Bridgefront Capital, LLC | 0.15% | New | 8,423 | $584K |
| Exchange Capital Management, Inc. | 0.09% | Reduce -22.1% | 8,360 | $579K |
| Summit Trail Advisors, LLC | 0.01% | New | 8,334 | $577K |
| OmniStar Financial Group, Inc. | 0.42% | Add +0.2% | 8,149 | $565K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -6.5% | 8,093 | $561K |
| Prospera Financial Services Inc | 0.01% | Reduce -34.5% | 8,025 | $556K |
| V-Square Quantitative Management LLC | 0.07% | Add +7.6% | 7,859 | $544K |
| Walleye Capital LLC | 0.01% | New | 7,802 | $541K |
| Boit C F David | 0.26% | No change | 7,800 | $540K |
| Vise Technologies, Inc. | 0.02% | — | 7,715 | $534K |
| Quadrature Capital Ltd | 0.01% | New | 7,683 | $532K |
| Wedmont Private Capital | 0.02% | Add +30.1% | 7,571 | $528K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 7,405 | $513K |
| Acorn Wealth Advisors, LLC | 0.19% | Reduce -1.9% | 7,343 | $509K |
| Investment Management Corp of Ontario | 0.01% | Reduce -14.1% | 7,292 | $505K |
| Quaero Capital S.A. | 1.56% | New | 7,161 | $496K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.3% | 6,986 | $484K |
| LMR Partners LLP | 0.01% | Add +36.6% | 6,906 | $478K |
| Empowered Funds, LLC | 0.01% | Add +1.3% | 6,878 | $477K |
| Shell Asset Management Co. | 0.02% | Reduce -1.5% | 6,867 | $476K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.0% | 6,864 | $476K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -54.3% | 6,848 | $474K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -4.0% | 6,825 | $473K |
| EntryPoint Capital, LLC | 0.24% | Reduce -3.0% | 6,769 | $469K |
| Mufg Securities Americas Inc. | 0.04% | Add +25.3% | 6,629 | $459K |
| Ballentine Partners, LLC | 0.01% | Add +3.8% | 6,538 | $453K |
| Ethic Inc. | 0.01% | Add +15.0% | 6,533 | $451K |
| Florida Financial Advisors, LLC | 0.11% | New | 6,268 | $435K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -72.8% | 6,220 | $431K |
| Alps Advisors Inc. | 0.00% | New | 6,209 | $430K |
| Conning Inc. | 0.02% | Add +3.9% | 6,200 | $430K |
| Fieldview Capital Management, LLC | 0.06% | New | 6,183 | $428K |
| Segment Wealth Management, LLC | 0.03% | Add +23.4% | 6,180 | $428K |
| Callan Family Office, LLC | 0.01% | New | 6,165 | $427K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +36.5% | 6,025 | $417K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -0.3% | 5,854 | $413K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -26.3% | 5,947 | $412K |
| Syon Capital LLC | 0.03% | Add +95.0% | 5,734 | $397K |
| Trivium Point Advisory, LLC | 0.04% | Add +16.7% | 5,598 | $388K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -12.9% | 5,597 | $388K |
| Crestwood Advisors Group, LLC | 0.01% | Add +3.4% | 5,517 | $382K |
| Samalin Investment Counsel, LLC | 0.15% | Reduce -4.5% | 5,488 | $380K |
| Fulton Bank, N.A. | 0.01% | Add +3.7% | 5,476 | $379K |
| Apollon Wealth Management, LLC | 0.01% | Add +18.8% | 5,470 | $379K |
| Fox Run Management, L.L.C. | 0.06% | New | 5,367 | $372K |
| Signaturefd, LLC | 0.01% | Add +2.5% | 5,346 | $370K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -3.9% | 5,340 | $370K |
| HighPoint Advisor Group LLC | 0.02% | Add +6.0% | 5,331 | $369K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.1% | 5,297 | $367K |
| Strategy Asset Managers LLC | 0.07% | Reduce -1.8% | 5,262 | $365K |
| Baader Bank Aktiengesellschaft | 0.03% | Add +54.5% | 5,204 | $360K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 5,151 | $357K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.1% | 5,081 | $352K |
| Carrera Capital Advisors | 0.07% | No change | 5,074 | $352K |
| Ossiam | 0.00% | Reduce -57.5% | 5,025 | $348K |
| Blair William & Co. | 0.00% | Reduce -0.8% | 5,015 | $347K |
| Moment Partners, LLC | 0.07% | Add +3.8% | 5,014 | $347K |
| Savant Capital, LLC | 0.00% | Add +41.2% | 5,001 | $346K |
| Silverleafe Capital Partners, LLC | 0.12% | No change | 5,000 | $346K |
| Smith Group Asset Management, LLC | 0.02% | No change | 5,000 | $346K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.8% | 4,621 | $344K |
| International Private Wealth Advisors LLC | 0.29% | Reduce -15.8% | 4,924 | $341K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.1% | 4,897 | $339K |
| LVW Advisors, LLC | 0.04% | Add +16.0% | 4,867 | $337K |
| Sowell Financial Services LLC | 0.01% | Add +1.9% | 4,768 | $330K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 4,750 | $329K |
| Chatham Capital Group, Inc. | 0.05% | No change | 4,730 | $328K |
| Financial Advisors Network, Inc. | 0.05% | Add +14.7% | 4,688 | $325K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -19.2% | 4,645 | $322K |
| Trust Co. of Toledo NA | 0.04% | New | 4,613 | $320K |
| Pinnacle Wealth Management Group, Inc. | 0.18% | Reduce -3.2% | 4,495 | $311K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +68.5% | 4,460 | $309K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -17.4% | 4,453 | $309K |
| Oxler Private Wealth LLC | 0.10% | Reduce -2.4% | 4,405 | $305K |
| Trust Co of the South | 0.05% | Reduce -0.4% | 4,404 | $305K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 4,345 | $301K |
| Bison Wealth, LLC | 0.02% | Add +0.8% | 4,231 | $298K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.9% | 4,239 | $294K |
| Stephens Consulting, LLC | 0.07% | Reduce -0.2% | 4,219 | $292K |
| Sage Mountain Advisors LLC | 0.02% | Add +25.4% | 4,215 | $292K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 4,179 | $289K |
| Siemens Fonds Invest GmbH | 0.02% | Add +20.1% | 4,124 | $286K |
| Continuum Advisory, LLC | 0.03% | Add +3.6% | 4,115 | $285K |
| Oliver Lagore Vanvalin Investment Group | 0.11% | — | 3,745 | $281K |
| Journey Advisory Group, LLC | 0.02% | No change | 4,050 | $281K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.6% | 4,016 | $278K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -20.9% | 3,971 | $275K |
| Pitcairn Co. | 0.02% | Reduce -25.4% | 3,949 | $274K |
| Prudential PLC | 0.00% | No change | 3,913 | $271K |
| SageView Advisory Group, LLC | 0.01% | Add +0.8% | 3,797 | $271K |
| Quadrant Capital Group LLC | 0.01% | Reduce -20.5% | 3,891 | $270K |
| McDonald Partners LLC | 0.06% | Add +0.9% | 3,863 | $269K |
| Vontobel Holding Ltd. | 0.00% | Reduce -16.9% | 3,874 | $268K |
| NorthRock Partners, LLC | 0.01% | Add +5.0% | 3,813 | $264K |
| Merit Financial Group, LLC | 0.00% | New | 3,809 | $264K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.7% | 3,805 | $264K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +5.5% | 3,803 | $263K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | Reduce -13.1% | 3,740 | $259K |
| Aventura Private Wealth, LLC | 0.11% | No change | 3,726 | $258K |
| Citizens Financial Group Inc. | 0.00% | Add +39.1% | 3,706 | $257K |
| Jones Financial Companies LLLP | 0.00% | Add +33.2% | 3,708 | $256K |
| Gsa Capital Partners LLP | 0.02% | New | 3,671 | $254K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.0% | 3,661 | $254K |
| Engineers Gate Manager LP | 0.00% | Reduce -93.1% | 3,640 | $252K |
| Financial Strategies Group, Inc. | 0.05% | Reduce -6.8% | 3,581 | $252K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 3,566 | $248K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,573 | $248K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 3,571 | $247K |
| Platform Technology Partners | 0.06% | New | 3,519 | $244K |
| Pointe Capital Management LLC | 0.13% | No change | 3,515 | $244K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | Reduce -1.2% | 3,477 | $241K |
| MQS Management LLC | 0.13% | New | 3,472 | $241K |
| Essex Bank | 0.06% | Add +0.1% | 3,461 | $240K |
| Gen-Wealth Partners Inc | 0.09% | No change | 3,457 | $240K |
| TFB Advisors LLC | 0.06% | Add +0.3% | 3,441 | $238K |
| VeraBank, N.A. | 0.05% | No change | 3,400 | $236K |
| Morningstar Investment Management LLC | 0.02% | New | 3,391 | $235K |
| Stiles Financial Services Inc | 0.08% | Add +0.8% | 3,346 | $232K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -81.5% | 3,325 | $230K |
| First Heartland Consultants, Inc. | 0.02% | New | 3,298 | $228K |
| Norden Group LLC | 0.02% | New | 3,290 | $228K |
| Stanley-Laman Group, Ltd. | 0.03% | Add +15.6% | 3,281 | $227K |
| Brown Advisory Inc. | 0.00% | New | 3,229 | $224K |
| Aaron Wealth Advisors LLC | 0.02% | Add +0.5% | 3,218 | $223K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.5% | 3,195 | $221K |
| Venture Visionary Partners LLC | 0.01% | Add +3.9% | 3,165 | $219K |
| CHICAGO TRUST Co NA | 0.03% | New | 3,100 | $215K |
| Patton Fund Management, Inc. | 0.05% | New | 3,051 | $211K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.6% | 3,051 | $211K |
| Full Sail Capital, LLC | 0.01% | Reduce -6.8% | 3,033 | $210K |
| Brooklyn Investment Group | 0.03% | Add +108.5% | 3,019 | $209K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,017 | $209K |
| Drive Wealth Management, LLC | 0.05% | New | 3,012 | $209K |
| SkyOak Wealth, LLC | 0.04% | No change | 3,000 | $208K |
| Longboard Asset Management, LP | 0.51% | No change | 2,982 | $207K |
| Ascent Group, LLC | 0.01% | New | 2,972 | $206K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -5.1% | 2,957 | $205K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,950 | $204K |
| Lakeridge Wealth Management LLC | 0.09% | New | 2,930 | $203K |
| Cigna Investments Inc. | 0.03% | No change | 2,903 | $201K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -38.4% | 2,889 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,847 | $197K |
| Clearstead Advisors, LLC | 0.00% | Add +8.8% | 2,732 | $189K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.9% | 2,621 | $182K |
| Principal Securities, Inc. | 0.00% | Add +27.9% | 2,502 | $173K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.1% | 2,502 | $173K |
| Global Retirement Partners, LLC | 0.00% | — | 2,287 | $158K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.5% | 2,275 | $158K |
| Allworth Financial LP | 0.00% | Add +16.9% | 2,211 | $153K |
| Arax Advisory Partners | 0.01% | Add +107.3% | 2,185 | $151K |
| Colonial Trust Co / SC | 0.02% | Add +0.8% | 2,046 | $142K |
| Crewe Advisors LLC | 0.02% | No change | 1,905 | $132K |
| Quarry LP | 0.03% | Reduce -48.4% | 1,899 | $132K |
| Versant Capital Management, Inc | 0.02% | No change | 1,878 | $130K |
| Ostrum Asset Management | 0.01% | Reduce -2.8% | 1,859 | $129K |
| CX Institutional | 0.00% | Reduce -7.8% | 1,813 | $126K |
| MAI Capital Management | 0.00% | Add +13.0% | 1,776 | $123K |
| Larson Financial Group LLC | 0.00% | Add +114.2% | 1,701 | $118K |
| Rothschild Investment LLC | 0.01% | Reduce -2.5% | 1,593 | $110K |
| Acadian Asset Management LLC | 0.00% | No change | 1,551 | $107K |
| Bruce G. Allen Investments, LLC | 0.08% | Add +1.9% | 1,528 | $106K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -93.2% | 1,521 | $105K |
| Spire Wealth Management | 0.00% | Reduce -40.8% | 1,511 | $105K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 1,500 | $104K |
| FWL Investment Management, LLC | 0.03% | No change | 1,500 | $104K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $104K |
| First Financial Corp. | 0.05% | No change | 1,480 | $103K |
| Private Trust Co. NA | 0.01% | Reduce -3.2% | 1,419 | $98K |
| Costello Asset Management, INC | 0.04% | No change | 1,408 | $98K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.8% | 1,317 | $91K |
| Harbour Investments, Inc. | 0.00% | Add +15.1% | 1,278 | $89K |
| CVA Family Office, LLC | 0.01% | Add +0.6% | 1,221 | $85K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.5% | 1,165 | $82K |
| CI Investments Inc. | 0.00% | Add +8.7% | 1,164 | $81K |
| TD Private Client Wealth LLC | 0.00% | Add +3.2% | 1,123 | $78K |
| Montag A & Associates Inc. | 0.00% | No change | 1,100 | $76K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $75K |
| Grove Bank & Trust | 0.01% | No change | 1,072 | $74K |
| Lanark Financial, Inc. | 0.01% | Add +3.8% | 1,037 | $71K |
| Bernard Wealth Management Corp. | 0.03% | No change | 962 | $67K |
| Robbins Farley | 0.03% | No change | 932 | $65K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +6.9% | 930 | $64K |
| Cromwell Holdings LLC | 0.04% | Add +2.7% | 926 | $64K |
| Amica Retiree Medical Trust | 0.09% | No change | 905 | $63K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -13.9% | 907 | $63K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.0% | 891 | $62K |
| MUFG Securities EMEA plc | 0.00% | New | 880 | $61K |
| Cranbrook Wealth Management, LLC | 0.01% | Reduce -4.6% | 873 | $60K |
| Caitong International Asset Management Co., Ltd | 0.04% | New | 842 | $58K |
| Sentry Investment Management LLC | 0.03% | No change | 841 | $58K |
| GeoWealth Management, LLC | 0.00% | Reduce -82.7% | 837 | $58K |
| Brown Brothers Harriman & Co. | 0.00% | Add +14.6% | 822 | $57K |
| Salem Investment Counselors Inc. | 0.00% | No change | 810 | $56K |
| CYBER HORNET ETFs LLC | 0.04% | New | 770 | $53K |
| TruNorth Capital Management, LLC | 0.01% | No change | 712 | $49K |
| Richardson Financial Services Inc. | 0.03% | Add +18.9% | 660 | $46K |
| Hemington Wealth Management | 0.01% | Add +7.8% | 638 | $44K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -95.2% | 616 | $43K |
| UMB Bank, n.a. | 0.00% | Add +31.4% | 577 | $40K |
| Tobam | 0.02% | Add +35.0% | 559 | $39K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 539 | $37K |
| Trust Co. of Vermont | 0.00% | Add +127.7% | 535 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -17.7% | 524 | $36K |
| Manchester Capital Management LLC | 0.00% | Reduce -0.6% | 513 | $36K |
| St Germain D J Co. Inc. | 0.00% | Add +24.2% | 513 | $36K |
| WPG Advisers, LLC | 0.03% | Reduce -19.3% | 507 | $35K |
| Capital A Wealth Management, LLC | 0.39% | Add +2870.0% | 594 | $34K |
| BankPlus Trust Department | 0.01% | No change | 430 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $29K |
| CNB Bank | 0.01% | No change | 413 | $29K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 405 | $28K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $28K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 370 | $26K |
| Atlantic Union Bankshares Corp | 0.00% | New | 351 | $24K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Add +189.0% | 341 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 338 | $23K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 327 | $23K |
| MV Capital Management, Inc. | 0.00% | No change | 318 | $22K |
| Hilltop National Bank | 0.01% | — | 300 | $21K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $21K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -3.3% | 298 | $21K |
| Covestor Ltd | 0.01% | Reduce -80.7% | 279 | $19K |
| Ransom Advisory, Ltd | 0.01% | No change | 274 | $19K |
| Missouri Trust & Investment Co | 0.01% | No change | 231 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 216 | $15K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 216 | $15K |
| HM Payson & Co. | 0.00% | No change | 215 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $14K |
| Tsfg, LLC | 0.00% | No change | 200 | $14K |
| Summit Securities Group LLC | 0.01% | New | 201 | $14K |
| Eastern Bank | 0.00% | Reduce -32.2% | 200 | $14K |
| Beacon Capital Management, LLC | 0.00% | Add +16.6% | 197 | $14K |
| Fortitude Family Office, LLC | 0.00% | Add +35.5% | 191 | $13K |
| Puff Wealth Management, LLC | 0.02% | New | 187 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 168 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 174 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +19.7% | 176 | $12K |
| Bangor Savings Bank | 0.00% | No change | 168 | $12K |
| First Pacific Financial | 0.00% | Reduce -24.3% | 165 | $11K |
| Atwood & Palmer Inc. | 0.00% | No change | 160 | $11K |
| MTM Investment Management, LLC | 0.00% | New | 158 | $11K |
| GF Fund Management Co. LTD. | 0.00% | No change | 158 | $11K |
| ORG Partners LLC | 0.00% | Add +94.7% | 146 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 145 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -8.0% | 138 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 129 | $9K |
| Sound Income Strategies, LLC | 0.00% | Add +13.5% | 126 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 126 | $9K |
| Westside Investment Management, Inc. | 0.00% | New | 121 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 121 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 121 | $8K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -88.4% | 103 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 98 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +37.1% | 96 | $7K |
| HighMark Wealth Management LLC | 0.00% | Reduce -13.7% | 101 | $7K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -16.7% | 100 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 100 | $7K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -30.3% | 92 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $6K |
| Sachetta, LLC | 0.00% | Reduce -68.7% | 91 | $6K |
| Alerus Financial NA | 0.00% | New | 84 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 81 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +14.3% | 80 | $6K |
| True Wealth Design, LLC | 0.00% | Reduce -23.3% | 79 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -42.6% | 74 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 73 | $5K |
| City State Bank | 0.00% | No change | 65 | $5K |
| Howard Hughes Medical Institute | 0.00% | New | 64 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 62 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 61 | $4K |
| Birchbrook, Inc. | 0.00% | No change | 58 | $4K |
| Avion Wealth | 0.00% | Add +5.5% | 58 | $4K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 56 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +980.0% | 54 | $4K |
| GFG Capital, LLC | 0.00% | New | 53 | $4K |
| TD Capital Management LLC | 0.00% | No change | 51 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.5% | 49 | $3K |
| Key Financial Inc | 0.00% | No change | 46 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 45 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 44 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 43 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 42 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.6% | 38 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 36 | $2K |
| Main Street Group, LTD | 0.00% | Reduce -46.9% | 34 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -44.3% | 34 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +31.8% | 29 | $2K |
| Archer Investment Corp | 0.00% | No change | 31 | $2K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -14.3% | 30 | $2K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -97.0% | 30 | $2K |
| Kilter Group LLC | 0.00% | New | 25 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Add +4.2% | 25 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -65.2% | 24 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 24 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 23 | $2K |
| Olistico Wealth, LLC | 0.00% | New | 23 | $2K |
| Total Investment Management Inc. | 0.00% | New | 22 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 19 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +171.4% | 19 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $1K |
| YANKCOM Partnership | 0.00% | New | 18 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Penserra Capital Management LLC | 0.00% | Reduce -99.8% | 24 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 14 | $970 |
| Clark Wealth Partners | 0.00% | New | 14 | $970 |
| Binnacle Investments Inc | 0.00% | New | 14 | $970 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 14 | $970 |
| Principia Wealth Advisory, LLC | 0.00% | Add +62.5% | 13 | $901 |
| Essential Partners LLC | 0.00% | — | 13 | $901 |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $832 |
| Rialto Wealth Management, LLC | 0.00% | Add +71.4% | 12 | $832 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +71.4% | 12 | $831 |
| Sierra Ocean, LLC | 0.00% | No change | 10 | $696 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $693 |
| Nvwm, LLC | 0.00% | No change | 10 | $693 |
| Financial Management Professionals, Inc. | 0.00% | Add +100.0% | 10 | $693 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $693 |
| Ancora Advisors LLC | 0.00% | No change | 10 | $693 |
| Bogart Wealth, LLC | 0.00% | New | 10 | $693 |
| HFM Investment Advisors, LLC | 0.00% | Add +80.0% | 9 | $624 |
| Quaker Wealth Management, LLC | 0.00% | — | 9 | $624 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $624 |
| Activest Wealth Management | 0.00% | Add +0.0% | 9 | $624 |
| American Capital Advisory, LLC | 0.00% | Add +100.0% | 8 | $555 |
| S&T Bank | 0.00% | New | 8 | $554 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -98.3% | 7 | $485 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $347 |
| ROSS\JOHNSON & Associates LLC | 0.01% | Reduce -50.0% | 5 | $346 |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $277 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $211 |
| Rossby Financial, LCC | 0.00% | No change | 3 | $208 |
| LGT Financial Advisors LLC | 0.00% | New | 2 | $139 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $70 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 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.