CMS EnergyCMS
13F holders, Q3 2025 (September 30)776holders +32
92new positions
58sold out
10famous investors
$73.21avg. 13F price*
At the end of Q3 2025, 776 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 32 from Q2 2025. 92 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.3B) and JPMorgan Chase & Co. ($1.4B). 10 famous investors held it, including George Soros (1.3% of Soros Fund Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $186.5M |
| Exits | 58 | $230.5M |
All 13F filers, Q2 2025 → Q3 2025: 15,974,778 shares bought and 18,636,006 shares sold, net −2,661,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Vanguard Group Inc. | 0.04% | Add +0.3% | 39,170,301 | $2.9B |
| BlackRock, Inc. | 0.04% | Add +0.7% | 31,040,841 | $2.3B |
| JPMorgan Chase & Co. | 0.09% | Reduce -9.1% | 18,924,105 | $1.4B |
| State Street Corp. | 0.05% | Add +1.9% | 17,788,755 | $1.3B |
| Massachusetts Financial Services Co. | 0.20% | Reduce -5.2% | 8,842,605 | $647.8M |
| Geode Capital Management, LLC | 0.04% | Add +1.5% | 8,139,557 | $593.9M |
| Victory Capital Management Inc. | 0.32% | Add +45.2% | 7,477,821 | $547.8M |
| Invesco Ltd. | 0.09% | Add +3.9% | 7,438,448 | $544.9M |
| T. Rowe Price Associates Inc. | 0.05% | Reduce -12.5% | 6,096,602 | $446.6M |
| Wells Fargo & Company | 0.09% | Reduce -4.3% | 5,680,387 | $416.1M |
| Deutsche Bank AG | 0.14% | Reduce -5.7% | 5,586,560 | $409.3M |
| GQG Partners LLC | 0.61% | Reduce -1.3% | 5,421,659 | $397.2M |
| Morgan Stanley | 0.02% | Reduce -13.2% | 5,404,815 | $396.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.34% | Add +4.8% | 5,085,797 | $372.6M |
| Ameriprise Financial Inc. | 0.08% | Add +2.7% | 4,900,632 | $358.9M |
| Goldman Sachs Group Inc. | 0.05% | Add +6.8% | 4,281,832 | $313.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -26.3% | 3,408,872 | $249.7M |
| Lord, Abbett & Co. LLC | 0.77% | Add +4.7% | 3,401,677 | $249.2M |
| Bank of America Corp. | 0.02% | Add +0.9% | 3,342,214 | $244.9M |
| Citadel Advisors | 0.18% | Add +40.7% | 3,018,583 | $221.1M |
| FIL Ltd | 0.17% | Add +0.1% | 2,963,352 | $217.1M |
| Legal & General Group Plc | 0.05% | Reduce -2.1% | 2,835,632 | $207.7M |
| Northern Trust Corp. | 0.03% | Reduce -2.3% | 2,813,173 | $206.1M |
| Bank of New York Mellon Corp | 0.04% | Add +23.7% | 2,698,734 | $197.7M |
| Barclays PLC | 0.06% | Add +67.7% | 2,194,480 | $160.8M |
| Reaves W H & Co. Inc. | 2.81% | Add +14.8% | 2,149,018 | $157.4M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -1.9% | 2,089,472 | $153.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 1,938,101 | $142.0M |
| Amundi | 0.05% | Add +33.4% | 1,921,839 | $140.7M |
| Macquarie Group Ltd. | 0.16% | Add +26.4% | 1,862,934 | $136.5M |
| Qube Research & Technologies Ltd | 0.19% | Add +24.9% | 1,824,470 | $133.7M |
| UBS Group AG | 0.03% | Reduce -22.3% | 1,802,134 | $132.0M |
| Jennison Associates LLC | 0.07% | Reduce -10.8% | 1,652,130 | $121.0M |
| Franklin Resources Inc. | 0.03% | Add +0.1% | 1,599,038 | $117.1M |
| Soroban Capital Partners LP | 0.96% | Add +10.6% | 1,586,744 | $116.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +7.3% | 1,490,112 | $109.2M |
| Nuveen, LLC | 0.03% | Reduce -15.4% | 1,453,725 | $106.5M |
| Duff & Phelps Investment Management Co. | 1.21% | No change | 1,453,667 | $106.5M |
| DekaBank Deutsche Girozentrale | 0.16% | No change | 1,333,955 | $97.2M |
| iA Global Asset Management Inc. | 1.30% | Reduce -5.0% | 1,293,167 | $94.7M |
| First Trust Advisors LP | 0.06% | Add +7.3% | 1,104,269 | $80.9M |
| Royal Bank of Canada | 0.01% | Add +9.2% | 990,586 | $72.6M |
| CBRE Investment Management Listed Real Assets LLC | 1.02% | Reduce -1.2% | 972,151 | $71.2M |
| UniSuper Management Pty Ltd | 0.41% | Add +0.4% | 903,647 | $66.2M |
| California Public Employees Retirement System | 0.04% | Reduce -17.7% | 892,331 | $65.4M |
| Citigroup Inc. | 0.04% | Add +2.1% | 876,002 | $64.2M |
| Swiss National Bank | 0.04% | Reduce -4.8% | 862,200 | $63.2M |
| TD Asset Management Inc | 0.05% | Reduce -6.2% | 850,113 | $62.3M |
| FMR LLC | 0.00% | Add +27.1% | 836,849 | $61.3M |
| Prudential Financial Inc. | 0.07% | Add +27.7% | 824,584 | $60.4M |
| Aviva PLC | 0.11% | Add +6.6% | 815,355 | $59.7M |
| ExodusPoint Capital Management, LP | 0.80% | New | 779,265 | $57.1M |
| Soros Fund Management | 1.30% | New | 776,227 | $56.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.7% | 763,135 | $55.9M |
| Aberdeen Group plc | 0.09% | Reduce -9.6% | 766,412 | $55.8M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -5.8% | 755,715 | $55.4M |
| Truist Financial Corp. | 0.07% | Reduce -58.0% | 720,819 | $52.8M |
| Bahl & Gaynor LLC | 0.26% | Reduce -0.7% | 720,057 | $52.8M |
| Rhumbline Advisers | 0.04% | Add +2.0% | 704,213 | $51.6M |
| Zimmer Partners, LP | 1.24% | Add +129.8% | 694,400 | $50.9M |
| Bank of Montreal | 0.02% | Add +31.4% | 680,372 | $49.8M |
| AQR Capital Management | 0.03% | Add +37.5% | 675,746 | $49.4M |
| Energy Income Partners, LLC | 0.93% | Add +0.8% | 659,764 | $48.3M |
| ING Groep NV | 0.25% | Add +8.9% | 639,197 | $46.8M |
| Vaughan Nelson Investment Management, L.P. | 0.42% | Add +17.3% | 630,599 | $46.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +1.6% | 600,577 | $44.0M |
| Assenagon Asset Management S.A. | 0.06% | Add +236.2% | 593,822 | $43.5M |
| Miller Howard Investments Inc. | 1.28% | Add +0.3% | 573,241 | $42.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.21% | Reduce -2.0% | 561,471 | $41.1M |
| Fisher Funds Management LTD | 1.05% | Reduce -30.4% | 543,112 | $39.8M |
| Partners Group Holding AG | 2.17% | Reduce -12.6% | 534,644 | $39.2M |
| Janus Henderson Group PLC | 0.02% | Add +0.3% | 529,419 | $38.8M |
| HSBC Holdings PLC | 0.02% | Reduce -4.4% | 510,841 | $37.4M |
| Renaissance Technologies | 0.05% | Add +13.9% | 478,800 | $35.1M |
| STRS Ohio | 0.12% | Reduce -18.2% | 452,113 | $33.1M |
| RWC Asset Management LLP | 1.86% | Reduce -7.3% | 450,423 | $33.0M |
| LPL Financial LLC | 0.01% | Add +7.2% | 435,528 | $31.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.5% | 432,254 | $31.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -0.2% | 432,182 | $31.7M |
| 1832 Asset Management L.P. | 0.05% | No change | 420,312 | $30.8M |
| M&T Bank Corp | 0.10% | Reduce -3.7% | 417,054 | $30.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -60.0% | 415,646 | $30.5M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 411,937 | $30.2M |
| National Pension Service | 0.02% | Add +1.1% | 409,020 | $30.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.26% | Add +3585.4% | 443,054 | $29.2M |
| APG Asset Management N.V. | 0.08% | Reduce -2.1% | 451,066 | $28.1M |
| Two Sigma Investments, LP | 0.04% | Add +42.8% | 379,853 | $27.8M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -9.8% | 374,504 | $27.4M |
| California State Teachers Retirement System | 0.03% | Reduce -0.4% | 361,646 | $26.5M |
| Millennium Management | 0.02% | Add +124.0% | 350,677 | $25.7M |
| Cidel Asset Management Inc. | 1.46% | Add +7.5% | 346,729 | $25.4M |
| Alliancebernstein L.P. | 0.01% | Add +0.5% | 344,649 | $25.2M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -15.0% | 347,321 | $25.1M |
| BNP Paribas Financial Markets | 0.02% | Add +17.6% | 342,219 | $25.1M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 337,631 | $24.7M |
| Russell Investments Group, Ltd. | 0.03% | Add +14.3% | 331,421 | $24.3M |
| Schroder Investment Management Group | 0.02% | Add +2.2% | 326,504 | $23.8M |
| Tredje AP-fonden | 0.18% | Reduce -30.2% | 301,890 | $22.1M |
| Jane Street Group, LLC | 0.03% | Add +157.3% | 292,637 | $21.4M |
| Avalon Trust Co | 1.39% | Add +0.3% | 291,346 | $21.3M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -9.3% | 287,002 | $21.0M |
| CIBC Asset Management Inc | 0.06% | Add +1.0% | 278,949 | $20.4M |
| Verition Fund Management LLC | 0.12% | Add +81.3% | 275,674 | $20.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +268.4% | 272,461 | $20.0M |
| Tudor Investment Corporation | 0.13% | Add +344.3% | 263,986 | $19.3M |
| Beck Bode, LLC | 3.08% | Add +0.7% | 259,998 | $19.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -33.0% | 259,610 | $19.0M |
| Artemis Investment Management LLP | 0.23% | Reduce -14.6% | 248,570 | $18.2M |
| Squarepoint Ops LLC | 0.04% | Add +98.8% | 245,068 | $18.0M |
| AE Wealth Management LLC | 0.11% | Add +5.8% | 244,165 | $17.9M |
| Magellan Asset Management Ltd | 0.21% | Add +19.4% | 239,502 | $17.5M |
| Covea Finance | 0.61% | Add +0.6% | 237,350 | $17.4M |
| Quantinno Capital Management LP | 0.05% | Add +56.6% | 236,036 | $17.3M |
| US Bancorp \de | 0.02% | Reduce -1.6% | 221,561 | $16.2M |
| Tortoise Capital Advisors, L.L.C. | 0.21% | Reduce -24.3% | 220,445 | $16.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -8.5% | 212,718 | $15.6M |
| Keybank National Association | 0.05% | Reduce -4.0% | 205,715 | $15.1M |
| Public Employees Retirement System of Ohio | 0.05% | Add +7.5% | 198,423 | $14.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -32.2% | 193,791 | $14.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.9% | 191,626 | $14.0M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -70.0% | 190,580 | $14.0M |
| Asset Management One Co., Ltd. | 0.04% | Add +3.2% | 190,265 | $13.9M |
| Gabelli Funds LLC | 0.10% | Reduce -0.3% | 189,617 | $13.9M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -2.7% | 188,810 | $13.8M |
| State of Wisconsin Investment Board | 0.03% | Reduce -17.8% | 186,358 | $13.7M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.9% | 179,786 | $13.1M |
| Greenland Capital Management LP | 2.09% | Add +382.3% | 177,233 | $13.0M |
| Trillium Asset Management, LLC | 0.34% | New | 174,316 | $12.8M |
| Wealthfront Advisers LLC | 0.03% | Reduce -2.0% | 168,211 | $12.3M |
| Natixis Advisors, LLC | 0.02% | Reduce -6.9% | 164,023 | $12.0M |
| OMERS ADMINISTRATION Corp | 0.09% | No change | 162,989 | $11.9M |
| Nisa Investment Advisors, LLC | 0.05% | Add +0.3% | 162,351 | $11.9M |
| Nicholas Company, Inc. | 0.20% | Reduce -0.0% | 161,850 | $11.9M |
| Sourcerock Group LLC | 0.78% | Add +115.7% | 156,776 | $11.5M |
| Bruce & Co., Inc. | 3.54% | Reduce -20.4% | 156,000 | $11.4M |
| Edgestream Partners, L.P. | 0.33% | Add +31.0% | 155,230 | $11.4M |
| Bokf, NA | 0.17% | Add +0.5% | 153,031 | $11.2M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -3.3% | 152,765 | $11.2M |
| Hennessy Advisors Inc. | 0.37% | Reduce -13.0% | 145,698 | $10.7M |
| Korea Investment CORP | 0.02% | Reduce -18.3% | 144,251 | $10.6M |
| Susquehanna Fundamental Investments, LLC | 0.41% | Reduce -21.1% | 143,784 | $10.5M |
| Nomura Holdings Inc. | 0.05% | Add +55.4% | 142,432 | $10.4M |
| Tidal Investments LLC | 0.04% | Reduce -0.7% | 141,864 | $10.4M |
| Toronto Dominion Bank | 0.02% | Add +7.7% | 141,701 | $10.4M |
| Worldquant Millennium Advisors LLC | 0.04% | New | 136,651 | $10.0M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -3.8% | 133,749 | $9.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.56% | Reduce -2.0% | 132,974 | $9.7M |
| Bank of Nova Scotia | 0.02% | Reduce -49.2% | 132,017 | $9.7M |
| MetLife Investment Management, LLC | 0.05% | Add +2.5% | 131,220 | $9.6M |
| Graham Capital Management, L.P. | 0.52% | Reduce -9.5% | 130,276 | $9.5M |
| First American Trust, FSB | 0.68% | Add +0.4% | 127,446 | $9.3M |
| Brasada Capital Management, LP | 1.59% | Add +1.0% | 129,801 | $9.3M |
| Contravisory Investment Management, Inc. | 1.79% | Reduce -3.5% | 126,292 | $9.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -14.6% | 126,207 | $9.2M |
| NewSquare Capital LLC | 0.62% | Reduce -0.7% | 124,063 | $9.1M |
| National Bank of Canada | 0.01% | Reduce -50.4% | 123,907 | $9.1M |
| Comerica Bank | 0.03% | Reduce -4.0% | 122,871 | $9.0M |
| AMF Tjanstepension AB | 0.06% | No change | 121,251 | $8.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.2% | 120,978 | $8.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -6.9% | 120,544 | $8.8M |
| Mattern Capital Management, LLC | 1.02% | Add +0.2% | 118,582 | $8.7M |
| American Century Companies Inc. | 0.00% | Add +4.0% | 117,877 | $8.6M |
| Howe & Rusling Inc. | 0.57% | Reduce -0.7% | 113,743 | $8.3M |
| Van Eck Associates Corp. | 0.01% | Add +6.5% | 112,103 | $8.2M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -28.5% | 111,914 | $8.2M |
| Mn Services Vermogensbeheer B.V. | 0.05% | No change | 111,869 | $8.2M |
| Summit Global Investments | 0.48% | Reduce -3.6% | 111,530 | $8.2M |
| Assetmark, Inc. | 0.02% | Add +3.2% | 108,818 | $8.0M |
| Holocene Advisors, LP | 0.02% | Add +38.9% | 106,542 | $7.8M |
| Credit Agricole S A | 0.03% | — | 105,290 | $7.7M |
| Campbell & CO Investment Adviser LLC | 0.58% | Add +112.1% | 104,094 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +2.8% | 103,766 | $7.6M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | Add +34.8% | 101,645 | $7.4M |
| Aventail Capital Group, LP | 0.35% | Reduce -50.4% | 100,026 | $7.3M |
| Qsemble Capital Management, LP | 0.72% | New | 99,856 | $7.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +6.0% | 96,550 | $7.1M |
| DNB Asset Management AS | 0.03% | Add +16.8% | 94,340 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.0% | 93,323 | $6.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +15.2% | 91,532 | $6.7M |
| Sone Capital Management, LLC | 0.55% | Reduce -46.3% | 90,417 | $6.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +646.3% | 89,050 | $6.5M |
| Panagora Asset Management Inc. | 0.03% | Reduce -6.7% | 88,486 | $6.5M |
| Arizona State Retirement System | 0.03% | Add +0.9% | 88,208 | $6.5M |
| ASR Vermogensbeheer N.V. | 0.08% | Reduce -0.8% | 87,868 | $6.4M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -86.0% | 86,508 | $6.3M |
| New England Asset Management Inc. | 0.83% | Add +0.6% | 83,465 | $6.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.2% | 83,361 | $6.1M |
| First American Bank | 0.38% | Add +2.4% | 83,244 | $6.1M |
| Intact Investment Management Inc. | 0.18% | Add +9.5% | 81,700 | $6.0M |
| State of Michigan Retirement System | 0.03% | Reduce -0.4% | 80,999 | $5.9M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +0.4% | 79,018 | $5.8M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Add +7.3% | 78,960 | $5.8M |
| &partners | 0.04% | Reduce -8.9% | 77,751 | $5.7M |
| Sei Investments Co. | 0.01% | Reduce -9.5% | 77,619 | $5.7M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +64.5% | 76,654 | $5.6M |
| Stifel Financial Corp. | 0.01% | Reduce -4.0% | 76,448 | $5.6M |
| Czech National Bank | 0.04% | Add +4.0% | 76,025 | $5.6M |
| Forsta Ap-Fonden | 0.03% | Reduce -4.1% | 74,700 | $5.5M |
| Swiss Life Asset Management Ltd | 0.03% | Add +62.2% | 74,552 | $5.5M |
| SilverOak Wealth Management LLC | 0.85% | Reduce -0.0% | 68,825 | $5.0M |
| Voya Investment Management LLC | 0.01% | Reduce -22.1% | 68,589 | $5.0M |
| Hilltop Holdings Inc. | 0.26% | Reduce -0.9% | 66,644 | $4.9M |
| Wellington Management Group LLP | 0.00% | Reduce -10.0% | 65,944 | $4.8M |
| Logan Capital Management Inc. | 0.20% | Add +2.4% | 65,415 | $4.8M |
| IFM Investors Pty Ltd | 0.04% | Reduce -0.1% | 66,273 | $4.8M |
| Public Sector Pension Investment Board | 0.02% | Add +5.0% | 64,576 | $4.7M |
| Daiichi Life Insurance Co., Ltd. | 0.12% | Add +19.4% | 64,491 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +75.6% | 64,256 | $4.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.5% | 63,853 | $4.7M |
| Employees Retirement System of Texas | 0.04% | Reduce -24.4% | 63,699 | $4.7M |
| Canada Post Corp Registered Pension Plan | 0.21% | No change | 63,884 | $4.6M |
| Guggenheim Capital LLC | 0.03% | Add +6.1% | 62,548 | $4.6M |
| Benjamin Edwards Inc. | 0.05% | Add +379.3% | 61,861 | $4.5M |
| Creative Planning | 0.00% | Add +19.4% | 60,331 | $4.4M |
| Trexquant Investment LP | 0.05% | Add +131.2% | 59,629 | $4.4M |
| Mariner, LLC | 0.01% | Add +27.1% | 59,459 | $4.4M |
| Sciencast Management LP | 0.81% | New | 59,035 | $4.3M |
| Man Group plc | 0.01% | Reduce -56.9% | 57,923 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -2.6% | 57,536 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +86.0% | 54,730 | $4.0M |
| Corient Private Wealth LP | 0.01% | Reduce -8.7% | 54,235 | $4.0M |
| Agf Management Ltd. | 0.02% | Reduce -0.1% | 53,493 | $3.9M |
| ProShare Advisors LLC | 0.01% | Reduce -0.7% | 52,805 | $3.9M |
| Gotham Asset Management | 0.02% | Add +27.5% | 51,688 | $3.8M |
| Twinbeech Capital LP | 0.15% | New | 51,317 | $3.8M |
| Bridgewater Associates | 0.01% | New | 50,551 | $3.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.0% | 49,784 | $3.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +0.7% | 49,388 | $3.6M |
| AlphaQuest LLC | 0.24% | Add +427.1% | 49,204 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -8.5% | 49,146 | $3.6M |
| Utah Retirement Systems | 0.03% | No change | 48,933 | $3.6M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -87.2% | 48,865 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.0% | 47,730 | $3.5M |
| Xponance LLC | 0.03% | Reduce -15.9% | 46,591 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -3.3% | 45,992 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.1% | 45,368 | $3.3M |
| Martingale Asset Management L P | 0.08% | Reduce -17.0% | 44,773 | $3.3M |
| CIBC Bancorp USA Inc. | 0.02% | — | 43,935 | $3.2M |
| Marshall Wace, LLP | 0.00% | New | 43,453 | $3.2M |
| Abc Arbitrage SA | 0.31% | New | 43,452 | $3.2M |
| XTX Topco Ltd | 0.16% | Reduce -15.8% | 43,207 | $3.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.7% | 42,991 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -1.0% | 42,815 | $3.1M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -53.7% | 42,728 | $3.1M |
| Brookfield Corp | 0.00% | Reduce -95.2% | 42,560 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +36.9% | 42,490 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.1% | 41,857 | $3.1M |
| DRW Securities, LLC | 0.16% | Add +8.0% | 42,100 | $3.1M |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 41,937 | $3.0M |
| Boothbay Fund Management, LLC | 0.08% | Add +92.6% | 41,101 | $3.0M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.1% | 40,575 | $3.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -2.0% | 40,269 | $3.0M |
| OP Asset Management Ltd | 0.04% | Add +16.3% | 40,194 | $2.9M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -66.8% | 40,064 | $2.9M |
| Focus Partners Wealth | 0.00% | Add +13.6% | 43,370 | $2.9M |
| Woodline Partners LP | 0.01% | Add +22.3% | 39,561 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -45.1% | 39,193 | $2.9M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +0.1% | 38,162 | $2.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.9% | 38,005 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 51,000 | $2.7M |
| Dark Forest Capital Management LP | 0.10% | New | 37,161 | $2.7M |
| Fifth Third Bancorp | 0.01% | Reduce -2.7% | 36,782 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +14.8% | 36,457 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.9% | 36,249 | $2.7M |
| NEOS Investment Management LLC | 0.02% | Add +41.0% | 35,474 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.0% | 34,958 | $2.6M |
| J. Safra Sarasin Holding AG | 0.04% | New | 34,322 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +32.7% | 34,290 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 33,670 | $2.5M |
| Parr McKnight Wealth Management Group, LLC | 0.33% | Reduce -0.5% | 33,829 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.1% | 33,678 | $2.5M |
| Wolverine Trading, LLC | 0.05% | Reduce -0.2% | 33,485 | $2.4M |
| USS Investment Management Ltd | 0.01% | No change | 32,774 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.3% | 32,506 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.4% | 32,441 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 32,332 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.5% | 32,047 | $2.3M |
| Vennlight Capital Management, LP | 3.04% | New | 31,917 | $2.3M |
| Lombard Odier Asset Management (Europe) Ltd | 0.17% | No change | 31,888 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +0.7% | 31,836 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -2.0% | 31,513 | $2.3M |
| Engineers Gate Manager LP | 0.03% | Add +757.6% | 31,216 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Add +3.1% | 31,072 | $2.3M |
| Inspire Investing, LLC | 0.22% | Reduce -5.1% | 30,916 | $2.3M |
| Intech Investment Management LLC | 0.02% | Reduce -18.5% | 30,404 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 28,477 | $2.1M |
| Pacer Advisors, Inc. | 0.01% | Reduce -39.7% | 28,158 | $2.1M |
| HB Wealth Management, LLC | 0.01% | Add +3.6% | 28,055 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +19.1% | 27,602 | $2.0M |
| KBC Group NV | 0.00% | Add +8.8% | 27,565 | $2.0M |
| Venture Visionary Partners LLC | 0.07% | Add +769.5% | 27,521 | $2.0M |
| Glenmede Investment Management, LP | 0.01% | Add +89.0% | 27,200 | $2.0M |
| GAMCO Investors | 0.02% | No change | 26,950 | $2.0M |
| WealthTrust Axiom LLC | 0.52% | No change | 26,600 | $1.9M |
| Hilton Capital Management, LLC | 0.16% | Add +5.5% | 26,491 | $1.9M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -0.9% | 25,534 | $1.9M |
| AXA Investment Managers S.A. | 0.01% | — | 25,237 | $1.8M |
| SG Americas Securities, LLC | 0.01% | Add +145.2% | 25,009 | $1.8M |
| Nicholson Wealth Management Group, LLC | 1.06% | Add +5.4% | 24,758 | $1.8M |
| Ascent Group, LLC | 0.06% | Add +727.5% | 24,594 | $1.8M |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.7% | 24,314 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +8.4% | 24,253 | $1.8M |
| Ramirez Asset Management, Inc. | 0.25% | No change | 24,204 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.2% | 23,953 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.8% | 23,909 | $1.8M |
| Alberta Investment Management Corp | 0.01% | No change | 23,900 | $1.8M |
| Portfolio Design Labs, LLC | 0.30% | New | 23,878 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,418 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +28.0% | 22,804 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -77.3% | 22,736 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 22,063 | $1.6M |
| NJ State Employees Deferred Compensation Plan | 0.18% | No change | 22,000 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -10.1% | 21,603 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 21,593 | $1.6M |
| Mizuho Securities USA LLC | 0.03% | Add +5.5% | 21,802 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Add +7.0% | 20,918 | $1.5M |
| Gateway Investment Advisers LLC | 0.01% | Add +1.7% | 20,562 | $1.5M |
| Opus Investment Management Inc. | 0.91% | No change | 20,000 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.6% | 19,913 | $1.5M |
| Spirit of America Management Corp. | 0.29% | Add +19.6% | 19,550 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Add +9.3% | 19,505 | $1.4M |
| Cim, LLC | 0.18% | Add +0.8% | 19,038 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +126.0% | 18,834 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +0.8% | 18,684 | $1.4M |
| Kentucky Retirement Systems | 0.04% | Reduce -2.1% | 18,676 | $1.4M |
| Norinchukin Bank, The | 0.02% | Add +0.9% | 18,258 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +81.5% | 18,096 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -2.6% | 17,479 | $1.3M |
| Metis Global Partners, LLC | 0.03% | Reduce -4.3% | 17,233 | $1.3M |
| Natixis | 0.01% | New | 17,185 | $1.3M |
| Huntington National Bank | 0.01% | Add +2.2% | 16,716 | $1.2M |
| Nordea Investment Management AB | 0.00% | Add +16.1% | 16,680 | $1.2M |
| Bleakley Financial Group, LLC | 0.03% | Add +1.4% | 16,618 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.18% | New | 16,600 | $1.2M |
| Andra AP-fonden | 0.01% | Reduce -80.8% | 15,974 | $1.2M |
| Qtron Investments LLC | 0.14% | Add +17.1% | 15,817 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.6% | 15,700 | $1.2M |
| Profund Advisors LLC | 0.04% | Add +4.1% | 15,648 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.38% | Reduce -24.2% | 15,522 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Add +10.5% | 15,369 | $1.1M |
| GAMMA Investing LLC | 0.06% | Add +8.0% | 15,178 | $1.1M |
| Machina Capital S.A.S. | 0.19% | New | 14,957 | $1.1M |
| Croban | 0.71% | Add +4.1% | 14,631 | $1.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -89.9% | 14,611 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 14,478 | $1.1M |
| Mirador Capital Partners LP | 0.15% | Reduce -2.5% | 14,438 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -7.3% | 14,393 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +2.6% | 14,378 | $1.1M |
| Meeder Advisory Services, Inc. | 0.05% | Add +11.2% | 14,292 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +168.2% | 14,208 | $1.0M |
| Vident Advisory, LLC | 0.01% | Add +4.9% | 14,193 | $1.0M |
| Royal London Asset Management Ltd. | 0.00% | No change | 14,162 | $1.0M |
| Investment Management Corp of Ontario | 0.02% | Add +92.1% | 14,010 | $1.0M |
| Vestcor Inc | 0.03% | Reduce -87.2% | 13,999 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +16.3% | 13,860 | $1.0M |
| Cwm, LLC | 0.00% | Add +5.4% | 13,847 | $1.0M |
| SVB Wealth LLC | 0.05% | Reduce -23.7% | 13,652 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | Reduce -3.6% | 13,510 | $990K |
| Vinva Investment Management Ltd | 0.02% | New | 13,005 | $946K |
| Summit Financial, LLC | 0.01% | Add +3.9% | 12,861 | $942K |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.4% | 12,680 | $929K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +280.1% | 12,637 | $926K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +101.8% | 12,549 | $919K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +36.0% | 12,474 | $914K |
| Capital International Investors | 0.00% | Reduce -97.4% | 12,432 | $911K |
| Arax Advisory Partners | 0.01% | Add +463.8% | 12,320 | $903K |
| Danske Bank A/S | 0.00% | Add +12.8% | 12,300 | $901K |
| Caprock Group, LLC | 0.02% | — | 12,560 | $899K |
| Global Retirement Partners, LLC | 0.02% | Add +436.5% | 12,269 | $899K |
| Icon Advisers Inc. | 0.20% | No change | 12,200 | $894K |
| Alps Advisors Inc. | 0.01% | Add +96.5% | 12,200 | $894K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.8% | 12,197 | $894K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 12,126 | $888K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.8% | 12,084 | $885K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +9.1% | 11,981 | $878K |
| Chesley Taft & Associates LLC | 0.04% | No change | 11,656 | $854K |
| Smartleaf Asset Management LLC | 0.05% | Add +7.8% | 11,731 | $854K |
| Moody National Bank Trust Division | 0.07% | Reduce -8.6% | 11,569 | $848K |
| MASTERINVEST Kapitalanlage GmbH | 0.08% | Reduce -2.8% | 11,513 | $843K |
| LMR Partners LLP | 0.02% | Add +66.5% | 11,501 | $843K |
| Horizon Investments, LLC | 0.01% | Add +5.2% | 11,413 | $830K |
| Elevated Capital Advisors, LLC | 0.21% | Reduce -11.7% | 11,324 | $830K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -0.8% | 11,318 | $829K |
| BLB&B Advisors, LLC | 0.04% | Reduce -3.7% | 11,294 | $827K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +10.4% | 12,407 | $827K |
| Integrated Investment Consultants, LLC | 0.14% | No change | 10,861 | $796K |
| Allstate Corp. | 0.02% | New | 10,830 | $793K |
| Greenleaf Trust | 0.01% | Reduce -4.1% | 10,630 | $779K |
| Empirical Finance, LLC | 0.04% | Add +1.0% | 10,489 | $768K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -3.7% | 10,260 | $752K |
| Wedge Capital Management L L P | 0.01% | Reduce -46.4% | 10,156 | $744K |
| Capital International, Inc. | 0.01% | No change | 10,073 | $738K |
| Canton Hathaway, LLC | 0.14% | No change | 10,000 | $733K |
| Bridgefront Capital, LLC | 0.21% | Add +14.9% | 9,680 | $709K |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.2% | 9,677 | $709K |
| Azimuth Capital Investment Management LLC | 0.03% | No change | 9,622 | $705K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.0% | 9,539 | $699K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 9,520 | $697K |
| Banque Cantonale Vaudoise | 0.03% | Add +0.3% | 9,504 | $697K |
| Centennial Wealth Advisory LLC | 0.19% | Add +6.2% | 9,426 | $690K |
| Bessemer Group Inc. | 0.00% | Add +5.2% | 9,336 | $684K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -3.7% | 9,324 | $683K |
| Whittier Trust Co. | 0.01% | Add +2.1% | 9,431 | $682K |
| Blue Trust, Inc. | 0.01% | Add +2.5% | 9,284 | $680K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +53.2% | 9,231 | $676K |
| Choreo, LLC | 0.01% | Add +0.6% | 9,079 | $665K |
| Legacy Capital Group California, Inc. | 0.17% | Reduce -2.2% | 9,037 | $662K |
| Finer Wealth Management, Inc. | 0.33% | No change | 9,000 | $659K |
| Amica Mutual Insurance Co. | 0.06% | No change | 9,002 | $659K |
| Commerce Bank | 0.00% | Add +0.2% | 8,983 | $658K |
| Foster & Motley Inc. | 0.03% | Reduce -5.3% | 8,734 | $640K |
| Oak Thistle LLC | 0.10% | Reduce -60.6% | 8,691 | $637K |
| MML Investors Services, LLC | 0.00% | Reduce -5.3% | 8,679 | $636K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -97.1% | 8,384 | $614K |
| Vise Technologies, Inc. | 0.02% | Add +8.0% | 8,335 | $611K |
| Aaron Wealth Advisors LLC | 0.04% | Add +155.6% | 8,225 | $603K |
| NorthCoast Asset Management LLC | 0.00% | Add +36.1% | 8,092 | $593K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +44.3% | 8,075 | $592K |
| Mufg Securities Americas Inc. | 0.04% | Add +21.8% | 8,072 | $591K |
| Wedmont Private Capital | 0.02% | Add +4.1% | 7,884 | $582K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -3.3% | 7,828 | $573K |
| Boit C F David | 0.26% | No change | 7,800 | $571K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.4% | 7,711 | $565K |
| GTS Securities LLC | 0.02% | New | 7,621 | $558K |
| Ethic Inc. | 0.01% | Add +13.4% | 7,407 | $543K |
| Syon Capital LLC | 0.03% | Add +29.2% | 7,407 | $543K |
| Acorn Wealth Advisors, LLC | 0.17% | Add +0.6% | 7,387 | $541K |
| Ballentine Partners, LLC | 0.01% | Add +12.4% | 7,352 | $539K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -79.2% | 7,351 | $539K |
| Empowered Funds, LLC | 0.01% | Add +4.3% | 7,172 | $525K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -28.7% | 7,153 | $518K |
| BKM Wealth Management, LLC | 0.19% | Reduce -33.0% | 6,911 | $506K |
| Shell Asset Management Co. | 0.05% | No change | 6,867 | $503K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -1.0% | 6,759 | $495K |
| Two Sigma Securities, LLC | 0.07% | Reduce -56.0% | 6,751 | $495K |
| Coldstream Capital Management Inc. | 0.01% | Add +34.4% | 6,582 | $482K |
| Callan Family Office, LLC | 0.01% | Add +4.5% | 6,442 | $472K |
| Segment Wealth Management, LLC | 0.03% | Add +3.4% | 6,390 | $468K |
| QRG Capital Management, Inc. | 0.01% | Reduce -44.8% | 6,325 | $463K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.7% | 6,404 | $460K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +58.1% | 6,277 | $460K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.6% | 6,248 | $458K |
| Savant Capital, LLC | 0.00% | Add +24.9% | 6,248 | $458K |
| Ostrum Asset Management | 0.02% | Add +233.7% | 6,204 | $455K |
| Sherbrooke Park Advisers LLC | 0.21% | Reduce -67.9% | 6,134 | $449K |
| Prospera Financial Services Inc | 0.01% | Reduce -24.2% | 6,084 | $446K |
| Zions Bancorporation, National Association | 0.02% | Reduce -39.0% | 5,970 | $437K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -0.2% | 5,843 | $434K |
| Conning Inc. | 0.02% | Reduce -4.5% | 5,924 | $434K |
| Signaturefd, LLC | 0.01% | Add +10.7% | 5,920 | $434K |
| MUFG Securities EMEA plc | 0.01% | Add +551.0% | 5,729 | $420K |
| FORA Capital, LLC | 0.07% | Reduce -59.5% | 5,617 | $412K |
| Blair William & Co. | 0.00% | Add +11.6% | 5,598 | $410K |
| Baader Bank Aktiengesellschaft | 0.03% | Add +4.8% | 5,456 | $398K |
| HighPoint Advisor Group LLC | 0.02% | Add +1.8% | 5,428 | $398K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.1% | 5,357 | $392K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -3.1% | 5,319 | $390K |
| Journey Strategic Wealth LLC | 0.01% | Add +76.1% | 5,312 | $389K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.3% | 5,270 | $386K |
| Moment Partners, LLC | 0.07% | Add +4.9% | 5,260 | $385K |
| Ossiam | 0.00% | Add +4.4% | 5,245 | $384K |
| Fulton Bank, N.A. | 0.01% | Reduce -4.7% | 5,218 | $382K |
| Strategy Asset Managers LLC | 0.07% | Reduce -2.5% | 5,133 | $376K |
| NorthRock Partners, LLC | 0.01% | Add +33.4% | 5,088 | $373K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.1% | 5,075 | $372K |
| Inscription Capital, LLC | 0.04% | New | 5,061 | $371K |
| Silverleafe Capital Partners, LLC | 0.11% | No change | 5,000 | $366K |
| Smith Group Asset Management, LLC | 0.02% | No change | 5,000 | $366K |
| Financial Advisors Network, Inc. | 0.05% | Add +5.2% | 4,930 | $361K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -11.0% | 4,911 | $360K |
| Bison Wealth, LLC | 0.03% | Add +17.3% | 4,962 | $360K |
| Sowell Financial Services LLC | 0.01% | Add +2.1% | 4,867 | $357K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -44.3% | 4,862 | $356K |
| LVW Advisors, LLC | 0.04% | Reduce -0.9% | 4,821 | $353K |
| Merit Financial Group, LLC | 0.00% | Add +26.5% | 4,818 | $353K |
| Jmac Enterprises LLC | 0.07% | New | 4,800 | $352K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 4,750 | $348K |
| Jones Financial Companies LLLP | 0.00% | Add +30.5% | 4,838 | $348K |
| Chatham Capital Group, Inc. | 0.05% | No change | 4,730 | $347K |
| Carrera Capital Advisors | 0.06% | Reduce -8.1% | 4,663 | $342K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +4.6% | 4,659 | $341K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -3.0% | 4,508 | $330K |
| Oxler Private Wealth LLC | 0.09% | Add +0.5% | 4,429 | $324K |
| Trust Co of the South | 0.05% | No change | 4,404 | $323K |
| International Private Wealth Advisors LLC | 0.20% | Reduce -11.7% | 4,349 | $319K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.1% | 4,348 | $319K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | Reduce -3.3% | 4,345 | $318K |
| Voleon Capital Management LP | 0.01% | New | 4,340 | $318K |
| DAVENPORT & Co LLC | 0.00% | Add +2.2% | 4,333 | $317K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 4,308 | $316K |
| NewEdge Wealth, LLC | 0.00% | Reduce -6.0% | 4,343 | $315K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -23.8% | 4,266 | $313K |
| Gradient Investments LLC | 0.01% | New | 4,189 | $307K |
| Mattson Financial Services, LLC | 0.07% | New | 4,178 | $306K |
| Stephens Consulting, LLC | 0.10% | Reduce -2.2% | 4,125 | $302K |
| Quadrant Capital Group LLC | 0.01% | Add +5.9% | 4,122 | $302K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -0.6% | 4,100 | $300K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -3.0% | 4,090 | $300K |
| Journey Advisory Group, LLC | 0.02% | No change | 4,050 | $297K |
| Citizens Financial Group Inc. | 0.00% | Add +9.0% | 4,039 | $296K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.5% | 3,998 | $293K |
| Prudential PLC | 0.00% | No change | 3,913 | $287K |
| Continuum Advisory, LLC | 0.03% | Reduce -6.1% | 3,865 | $283K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.55% | Reduce -90.6% | 3,813 | $279K |
| Aventura Private Wealth, LLC | 0.10% | Add +1.1% | 3,766 | $276K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.4% | 3,749 | $275K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.6% | 3,660 | $268K |
| Parallel Advisors, LLC | 0.00% | Add +1.0% | 3,607 | $264K |
| Two Sigma Advisers, LP | 0.00% | Reduce -98.5% | 3,600 | $264K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 3,566 | $262K |
| Trust Point Inc. | 0.02% | New | 3,556 | $261K |
| Atlas Legacy Advisors, LLC | 0.05% | New | 3,544 | $260K |
| GC Wealth Management RIA, LLC | 0.01% | New | 3,535 | $259K |
| Trust Co. of Toledo NA | 0.03% | Reduce -23.4% | 3,533 | $259K |
| Pointe Capital Management LLC | 0.13% | No change | 3,515 | $258K |
| Financial Strategies Group, Inc. | 0.05% | Reduce -1.0% | 3,546 | $257K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | Add +0.9% | 3,508 | $257K |
| Essex Bank | 0.06% | Add +0.6% | 3,483 | $255K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -96.0% | 3,479 | $255K |
| Vontobel Holding Ltd. | 0.00% | Reduce -11.6% | 3,425 | $251K |
| VeraBank, N.A. | 0.05% | No change | 3,400 | $249K |
| Stiles Financial Services Inc | 0.08% | Add +0.8% | 3,371 | $247K |
| Norden Group LLC | 0.03% | Add +2.4% | 3,369 | $247K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -11.5% | 3,368 | $247K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | Reduce -11.2% | 3,321 | $243K |
| Pitcairn Co. | 0.02% | Reduce -16.5% | 3,299 | $242K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.4% | 3,284 | $241K |
| Brown Advisory Inc. | 0.00% | Add +1.7% | 3,283 | $241K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,253 | $238K |
| Tema ETFs LLC | 0.02% | New | 3,236 | $237K |
| Farther Finance Advisors, LLC | 0.00% | Add +29.0% | 3,228 | $236K |
| McDonald Partners LLC | 0.07% | Reduce -17.9% | 3,170 | $232K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -8.7% | 3,157 | $231K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,139 | $230K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,115 | $229K |
| Daymark Wealth Partners, LLC | 0.01% | Add +1.7% | 3,102 | $227K |
| CHICAGO TRUST Co NA | 0.03% | No change | 3,100 | $227K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.1% | 3,128 | $226K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -26.3% | 3,079 | $226K |
| Los Angeles Capital Management LLC | 0.00% | New | 3,071 | $225K |
| Patton Fund Management, Inc. | 0.04% | No change | 3,051 | $224K |
| Full Sail Capital, LLC | 0.01% | Add +0.2% | 3,039 | $223K |
| Florida Financial Advisors, LLC | 0.07% | Reduce -51.7% | 3,025 | $222K |
| SkyOak Wealth, LLC | 0.04% | No change | 3,000 | $220K |
| CX Institutional | 0.01% | Add +65.2% | 2,995 | $219K |
| Longboard Asset Management, LP | 0.35% | No change | 2,982 | $218K |
| Prosperity Financial Group, Inc. | 0.08% | Add +0.0% | 2,958 | $217K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,950 | $216K |
| Cigna Investments Inc. | 0.03% | No change | 2,903 | $213K |
| Mgo One Seven LLC | 0.00% | New | 2,898 | $212K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 2,871 | $210K |
| Brooklyn Investment Group | 0.03% | Reduce -0.0% | 3,018 | $208K |
| Transcend Capital Advisors, LLC | 0.01% | New | 2,837 | $208K |
| Strait & Sound Wealth Management LLC | 0.08% | New | 2,834 | $208K |
| Midwest Trust Co | 0.00% | New | 2,826 | $207K |
| Certuity, LLC | 0.01% | New | 2,805 | $205K |
| Eisler Capital Management Ltd. | 0.00% | New | 2,799 | $205K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.5% | 2,787 | $204K |
| Walker Asset Management, LLC | 0.11% | New | 2,774 | $203K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,771 | $203K |
| Atom Investors LP | 0.02% | New | 2,757 | $202K |
| Sovereign Financial Group, Inc. | 0.04% | New | 2,731 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.2% | 2,728 | $200K |
| CoreCap Advisors, LLC | 0.01% | Add +0.7% | 2,639 | $193K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.6% | 2,633 | $193K |
| Advisory Services Network, LLC | 0.00% | New | 2,587 | $190K |
| Principal Securities, Inc. | 0.00% | Reduce -0.5% | 2,490 | $182K |
| Brown Brothers Harriman & Co. | 0.00% | Add +192.2% | 2,402 | $176K |
| Larson Financial Group LLC | 0.01% | Add +32.0% | 2,246 | $165K |
| Allworth Financial LP | 0.00% | Reduce -1.9% | 2,170 | $159K |
| Colonial Trust Co / SC | 0.02% | Reduce -0.2% | 2,041 | $150K |
| Crewe Advisors LLC | 0.01% | No change | 1,905 | $140K |
| Versant Capital Management, Inc | 0.02% | Add +0.3% | 1,883 | $138K |
| Rothschild Investment LLC | 0.01% | Add +4.7% | 1,668 | $122K |
| MAI Capital Management | 0.00% | Reduce -7.5% | 1,642 | $120K |
| Private Trust Co. NA | 0.01% | Add +10.1% | 1,562 | $114K |
| Acadian Asset Management LLC | 0.00% | No change | 1,551 | $113K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 1,500 | $110K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $110K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -2.9% | 1,484 | $109K |
| First Financial Corp. | 0.04% | No change | 1,480 | $108K |
| Caitlin John, LLC | 0.07% | New | 1,468 | $108K |
| Costello Asset Management, INC | 0.03% | No change | 1,408 | $103K |
| Quent Capital, LLC | 0.01% | New | 1,378 | $101K |
| FWL Investment Management, LLC | 0.03% | Reduce -10.0% | 1,350 | $99K |
| Harbour Investments, Inc. | 0.00% | Add +3.1% | 1,318 | $97K |
| Catalyst Capital Advisors LLC | 0.00% | Add +43.7% | 1,303 | $95K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.9% | 1,279 | $94K |
| TD Private Client Wealth LLC | 0.00% | Add +11.8% | 1,256 | $92K |
| CI Investments Inc. | 0.00% | Add +5.9% | 1,233 | $90K |
| Trust Co | 0.01% | New | 1,227 | $90K |
| CVA Family Office, LLC | 0.01% | No change | 1,221 | $89K |
| Cranbrook Wealth Management, LLC | 0.02% | Add +27.5% | 1,113 | $82K |
| Montag A & Associates Inc. | 0.00% | No change | 1,100 | $81K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $80K |
| Grove Bank & Trust | 0.01% | No change | 1,072 | $79K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.7% | 1,075 | $78K |
| Spire Wealth Management | 0.00% | Reduce -30.1% | 1,057 | $77K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,010 | $74K |
| Tobam | 0.03% | Add +78.2% | 996 | $73K |
| Lanark Financial, Inc. | 0.01% | Reduce -5.9% | 976 | $72K |
| Bernard Wealth Management Corp. | 0.03% | No change | 962 | $70K |
| Robbins Farley | 0.03% | No change | 932 | $68K |
| Cromwell Holdings LLC | 0.04% | No change | 926 | $68K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.2% | 911 | $67K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -2.1% | 910 | $67K |
| Amica Retiree Medical Trust | 0.09% | No change | 905 | $66K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 847 | $62K |
| UMB Bank, n.a. | 0.00% | Add +46.3% | 844 | $62K |
| Salem Investment Counselors Inc. | 0.00% | No change | 810 | $59K |
| CYBER HORNET ETFs LLC | 0.04% | Add +3.8% | 799 | $59K |
| Sentry Investment Management LLC | 0.04% | Reduce -9.5% | 761 | $56K |
| TruNorth Capital Management, LLC | 0.01% | No change | 712 | $52K |
| Richardson Financial Services Inc. | 0.03% | No change | 660 | $48K |
| Hemington Wealth Management | 0.01% | Add +3.5% | 660 | $48K |
| Quarry LP | 0.01% | Reduce -66.9% | 629 | $46K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -25.5% | 627 | $46K |
| Simplex Trading, LLC | 0.00% | New | 585 | $42K |
| Summit Securities Group LLC | 0.01% | Add +182.1% | 567 | $42K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 542 | $40K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 539 | $39K |
| Trust Co. of Vermont | 0.00% | No change | 535 | $39K |
| WPG Advisers, LLC | 0.03% | No change | 507 | $37K |
| Manchester Capital Management LLC | 0.01% | Reduce -1.8% | 504 | $37K |
| Atlantic Union Bankshares Corp | 0.00% | Add +37.9% | 484 | $35K |
| Johnson Financial Group, Inc. | 0.00% | Add +31.1% | 443 | $32K |
| BankPlus Trust Department | 0.01% | No change | 430 | $32K |
| Covestor Ltd | 0.02% | Add +52.0% | 424 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $31K |
| CNB Bank | 0.01% | No change | 413 | $30K |
| St Germain D J Co. Inc. | 0.00% | Reduce -19.5% | 413 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 405 | $30K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $29K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 370 | $27K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Add +7.9% | 368 | $27K |
| First Horizon Corp. | 0.00% | — | 356 | $26K |
| HM Payson & Co. | 0.00% | Add +65.6% | 356 | $26K |
| SJS Investment Consulting Inc. | 0.00% | Add +10.7% | 330 | $24K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -46.4% | 330 | $24K |
| Strategic Advocates LLC | 0.01% | New | 329 | $24K |
| Root Financial Partners, LLC | 0.00% | New | 327 | $24K |
| MV Capital Management, Inc. | 0.00% | No change | 318 | $23K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 311 | $23K |
| Hilltop National Bank | 0.01% | No change | 300 | $22K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $22K |
| Ransom Advisory, Ltd | 0.01% | No change | 274 | $20K |
| Westside Investment Management, Inc. | 0.00% | Add +100.0% | 242 | $18K |
| ORG Partners LLC | 0.00% | Add +61.0% | 235 | $17K |
| Rossby Financial, LCC | 0.01% | Add +7766.7% | 236 | $17K |
| Missouri Trust & Investment Co | 0.01% | No change | 231 | $17K |
| Nemes Rush Group LLC | 0.00% | No change | 216 | $16K |
| Eastern Bank | 0.00% | Add +4.0% | 208 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $15K |
| Tsfg, LLC | 0.00% | No change | 200 | $15K |
| First Command Advisory Services, Inc. | 0.00% | Add +333.3% | 195 | $14K |
| Fortitude Family Office, LLC | 0.00% | Add +1.1% | 193 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +8.0% | 190 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +47.6% | 186 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 174 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 168 | $12K |
| Bangor Savings Bank | 0.00% | No change | 168 | $12K |
| First Pacific Financial | 0.00% | Add +0.6% | 166 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -92.9% | 161 | $12K |
| Atwood & Palmer Inc. | 0.00% | No change | 160 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 147 | $11K |
| Meeder Asset Management Inc. | 0.00% | New | 147 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 145 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.7% | 137 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 129 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 126 | $9K |
| True Wealth Design, LLC | 0.00% | Add +59.5% | 126 | $9K |
| Center for Financial Planning, Inc. | 0.00% | Add +0.8% | 122 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 121 | $9K |
| Leonteq Securities AG | 0.00% | New | 108 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -67.9% | 105 | $8K |
| JPL Wealth Management, LLC | 0.00% | New | 104 | $8K |
| New Age Alpha Advisors, LLC | 0.00% | No change | 103 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $7K |
| Navigoe, LLC | 0.00% | New | 109 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -1.0% | 95 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $7K |
| Sachetta, LLC | 0.00% | No change | 91 | $7K |
| Alerus Financial NA | 0.00% | No change | 84 | $6K |
| Avion Wealth | 0.00% | Add +48.3% | 86 | $6K |
| Robinswood Financial LLC | 0.00% | New | 80 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.8% | 77 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 77 | $6K |
| HighMark Wealth Management LLC | 0.00% | Reduce -27.7% | 73 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 73 | $5K |
| Hanson & Doremus Investment Management | 0.00% | New | 75 | $5K |
| Country Trust Bank | 0.00% | New | 66 | $5K |
| City State Bank | 0.00% | No change | 65 | $5K |
| Howard Hughes Medical Institute | 0.00% | No change | 64 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +75.0% | 63 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 62 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 58 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +366.7% | 56 | $4K |
| Group One Trading LLC | 0.00% | New | 56 | $4K |
| Essential Partners LLC | 0.00% | Add +323.1% | 55 | $4K |
| Cloud Capital Management, LLC | 0.00% | New | 55 | $4K |
| TD Capital Management LLC | 0.00% | Add +2.0% | 52 | $4K |
| Pittenger & Anderson Inc. | 0.00% | New | 51 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -16.4% | 51 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 50 | $4K |
| SouthState Bank Corp | 0.00% | Reduce -36.5% | 47 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 47 | $3K |
| Key Financial Inc | 0.00% | No change | 46 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 45 | $3K |
| Financial Consulate, Inc. | 0.00% | New | 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 |
| Binnacle Investments Inc | 0.00% | Add +178.6% | 39 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 38 | $3K |
| Main Street Group, LTD | 0.00% | No change | 34 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 34 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 33 | $2K |
| Archer Investment Corp | 0.00% | No change | 31 | $2K |
| Hughes Financial Services, LLC | 0.00% | No change | 29 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Add +61.1% | 29 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +333.3% | 39 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $2K |
| Kilter Group LLC | 0.00% | No change | 25 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 25 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 24 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -13.0% | 20 | $1K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 20 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 19 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +35.7% | 19 | $1K |
| MTM Investment Management, LLC | 0.00% | Reduce -88.6% | 18 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +41.7% | 17 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 17 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 17 | $1K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 16 | $1K |
| Activest Wealth Management | 0.00% | Add +66.7% | 15 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 14 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 14 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Penserra Capital Management LLC | 0.00% | Add +12.5% | 27 | $1K |
| WestEnd Advisors, LLC | 0.00% | New | 13 | $952 |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $880 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -7.7% | 12 | $879 |
| Ameriflex Group, Inc. | 0.00% | Reduce -85.2% | 12 | $879 |
| Tortoise Investment Management, LLC | 0.00% | Add +200.0% | 12 | $879 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $733 |
| Nvwm, LLC | 0.00% | No change | 10 | $733 |
| Financial Management Professionals, Inc. | 0.00% | No change | 10 | $733 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $733 |
| Ancora Advisors LLC | 0.00% | No change | 10 | $733 |
| Winnacle Wealth LLC | 0.00% | New | 9 | $666 |
| Quaker Wealth Management, LLC | 0.00% | No change | 9 | $660 |
| HFM Investment Advisors, LLC | 0.00% | No change | 9 | $659 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $659 |
| American Capital Advisory, LLC | 0.00% | No change | 8 | $587 |
| S&T Bank | 0.00% | No change | 8 | $586 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 8 | $586 |
| Wealth Watch Advisors, INC | 0.00% | New | 7 | $513 |
| Stone House Investment Management, LLC | 0.00% | New | 7 | $513 |
| North Star Investment Management Corp. | 0.00% | New | 7 | $513 |
| AdvisorNet Financial, Inc | 0.00% | No change | 7 | $513 |
| Palisade Asset Management, LLC | 0.00% | New | 7 | $513 |
| Dogwood Wealth Management LLC | 0.00% | New | 6 | $440 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $367 |
| Retirement Wealth Solutions LLC | 0.00% | New | 5 | $367 |
| ROSS\JOHNSON & Associates LLC | 0.01% | No change | 5 | $366 |
| Hurley Capital, LLC | 0.00% | New | 5 | $366 |
| Seneschal Advisors, LLC | 0.00% | New | 4 | $294 |
| Clark Wealth Partners | 0.00% | Reduce -71.4% | 4 | $280 |
| Davis Capital Management | 0.00% | — | 3 | $220 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $218 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 3 | $217 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $74 |
| North Capital, Inc. | 0.00% | New | 1 | $73 |
| Abound Wealth Management | 0.00% | New | 1 | $44 |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.