CMS EnergyCMS
13F holders, Q4 2025 (December 31)802holders +26
64new positions
69sold out
9famous investors
$69.91avg. 13F price*
At the end of Q4 2025, 802 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 26 from Q3 2025. 64 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($2.3B) and State Street Corp. ($1.2B). 9 famous investors held it, including George Soros (1.4% of Soros Fund Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- CMS Energy Corp.
- Sector
- Utilities
- CUSIP
- 125896100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $207.2M |
| Exits | 69 | $112.1M |
All 13F filers, Q3 2025 → Q4 2025: 18,277,428 shares bought and 21,089,921 shares sold, net −2,812,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 802 holders
| Vanguard Group Inc. | 0.04% | Add +3.8% | 40,672,292 | $2.8B |
| BlackRock, Inc. | 0.04% | Add +5.1% | 32,611,726 | $2.3B |
| State Street Corp. | 0.04% | Reduce -0.1% | 17,775,337 | $1.2B |
| JPMorgan Chase & Co. | 0.08% | Reduce -11.8% | 16,700,295 | $1.2B |
| Geode Capital Management, LLC | 0.04% | Add +2.3% | 8,323,146 | $579.9M |
| Massachusetts Financial Services Co. | 0.19% | Reduce -6.5% | 8,272,363 | $578.5M |
| Invesco Ltd. | 0.05% | Add +0.6% | 7,482,026 | $523.2M |
| Victory Capital Management Inc. | 0.29% | Reduce -1.2% | 7,386,713 | $516.6M |
| Deutsche Bank AG | 0.17% | Add +29.8% | 7,249,139 | $506.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.43% | Add +36.7% | 6,952,040 | $486.2M |
| Wells Fargo & Company | 0.08% | Reduce -1.0% | 5,624,209 | $393.3M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.0% | 4,898,465 | $342.4M |
| Morgan Stanley | 0.02% | Reduce -14.7% | 4,612,982 | $322.6M |
| GQG Partners LLC | 0.52% | Reduce -16.6% | 4,519,921 | $316.1M |
| Norges Bank | 0.03% | — | 4,519,622 | $316.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -4.4% | 4,093,062 | $286.2M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -41.2% | 3,583,397 | $250.6M |
| Pictet Asset Management Holding SA | 0.24% | Add +70.9% | 3,571,251 | $249.7M |
| Bank of America Corp. | 0.02% | Add +1.8% | 3,401,891 | $237.9M |
| Lord, Abbett & Co. LLC | 0.75% | Reduce -1.9% | 3,336,728 | $233.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -7.9% | 3,138,379 | $219.5M |
| FIL Ltd | 0.16% | Add +1.7% | 3,012,486 | $210.7M |
| Northern Trust Corp. | 0.03% | Add +0.1% | 2,816,169 | $196.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.2% | 2,666,312 | $186.5M |
| Legal & General Group Plc | 0.04% | Reduce -6.4% | 2,653,464 | $185.6M |
| Nomura Asset Management International Inc. | 0.23% | — | 2,150,060 | $150.4M |
| Reaves W H & Co. Inc. | 2.55% | Reduce -2.9% | 2,087,283 | $146.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,988,291 | $139.0M |
| Franklin Resources Inc. | 0.03% | Add +17.3% | 1,875,718 | $131.2M |
| Citadel Advisors | 0.08% | Reduce -41.9% | 1,754,905 | $122.7M |
| Amundi | 0.03% | Reduce -14.5% | 1,642,814 | $114.9M |
| Jennison Associates LLC | 0.07% | Reduce -1.9% | 1,620,141 | $113.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.7% | 1,530,640 | $107.0M |
| Qube Research & Technologies Ltd | 0.15% | Reduce -17.5% | 1,504,939 | $105.2M |
| CBRE Investment Management Listed Real Assets LLC | 1.52% | Add +52.3% | 1,480,908 | $103.6M |
| Parnassus Investments, LLC | 0.27% | New | 1,472,659 | $103.0M |
| Duff & Phelps Investment Management Co. | 1.15% | No change | 1,453,667 | $101.7M |
| iA Global Asset Management Inc. | 1.18% | Add +2.3% | 1,323,167 | $92.5M |
| ING Groep NV | 0.53% | Add +97.7% | 1,263,429 | $88.4M |
| DekaBank Deutsche Girozentrale | 0.15% | No change | 1,333,955 | $88.0M |
| UBS Group AG | 0.02% | Reduce -35.5% | 1,162,288 | $81.3M |
| Royal Bank of Canada | 0.01% | Add +12.8% | 1,117,152 | $78.1M |
| Soroban Capital Partners LP | 0.57% | Reduce -33.3% | 1,058,781 | $77.6M |
| Soros Fund Management | 1.39% | Add +42.5% | 1,106,375 | $77.4M |
| Nuveen, LLC | 0.02% | Reduce -24.8% | 1,093,334 | $76.5M |
| First Trust Advisors LP | 0.06% | Reduce -2.1% | 1,080,881 | $75.6M |
| FMR LLC | 0.00% | Add +16.7% | 976,670 | $68.3M |
| ExodusPoint Capital Management, LP | 0.74% | Add +22.6% | 955,297 | $66.8M |
| Freestone Grove Partners LP | 0.47% | New | 926,977 | $64.8M |
| Bahl & Gaynor LLC | 0.32% | Add +25.6% | 904,315 | $63.2M |
| UniSuper Management Pty Ltd | 0.38% | Reduce -0.3% | 901,204 | $63.0M |
| Millennium Management | 0.05% | Add +156.6% | 899,709 | $62.9M |
| Aberdeen Group plc | 0.10% | Add +14.5% | 877,487 | $61.4M |
| Aviva PLC | 0.10% | Add +5.8% | 863,085 | $60.4M |
| TD Asset Management Inc | 0.05% | Add +1.2% | 860,663 | $60.2M |
| Swiss National Bank | 0.03% | Reduce -4.9% | 820,300 | $57.4M |
| Vaughan Nelson Investment Management, L.P. | 0.54% | Add +26.1% | 795,529 | $55.6M |
| California Public Employees Retirement System | 0.03% | Reduce -14.6% | 762,162 | $53.3M |
| Zimmer Partners, LP | 1.37% | Add +6.9% | 742,500 | $51.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -3.3% | 738,338 | $51.6M |
| Prudential Financial Inc. | 0.06% | Reduce -11.2% | 732,170 | $51.2M |
| HSBC Holdings PLC | 0.03% | Add +42.7% | 729,009 | $51.0M |
| Energy Income Partners, LLC | 0.91% | Add +9.3% | 721,101 | $50.4M |
| AQR Capital Management | 0.02% | Reduce -0.5% | 672,661 | $47.0M |
| Rhumbline Advisers | 0.04% | Reduce -4.5% | 672,207 | $47.0M |
| Barclays PLC | 0.02% | Reduce -70.9% | 638,907 | $44.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.5% | 633,917 | $44.6M |
| Bank of Nova Scotia | 0.06% | Add +364.4% | 613,021 | $42.9M |
| Miller Howard Investments Inc. | 1.22% | Add +0.7% | 577,414 | $40.4M |
| BNP Paribas Financial Markets | 0.03% | Add +66.7% | 570,443 | $39.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.20% | Add +1.3% | 568,905 | $39.8M |
| Bank of Montreal | 0.02% | Reduce -17.0% | 564,765 | $39.5M |
| Assenagon Asset Management S.A. | 0.06% | Reduce -5.2% | 562,715 | $39.4M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -26.4% | 556,029 | $38.9M |
| Citigroup Inc. | 0.03% | Reduce -39.4% | 531,113 | $37.1M |
| Janus Henderson Group PLC | 0.02% | Reduce -1.3% | 522,492 | $36.5M |
| Fisher Funds Management LTD | 0.92% | Reduce -6.4% | 508,558 | $35.6M |
| Partners Group Holding AG | 2.35% | Reduce -6.8% | 498,234 | $34.8M |
| Truist Financial Corp. | 0.05% | Reduce -33.0% | 482,772 | $33.8M |
| Principal Financial Group Inc. | 0.02% | Add +7.3% | 463,633 | $32.4M |
| STRS Ohio | 0.12% | Reduce -2.4% | 441,250 | $30.9M |
| LPL Financial LLC | 0.01% | Add +1.2% | 440,626 | $30.8M |
| RWC Asset Management LLP | 1.72% | Reduce -2.4% | 439,807 | $30.8M |
| M&T Bank Corp | 0.09% | Reduce -1.2% | 412,106 | $28.8M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 411,937 | $28.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.8% | 408,087 | $28.5M |
| 1832 Asset Management L.P. | 0.04% | Reduce -3.6% | 405,312 | $28.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -8.8% | 393,939 | $27.6M |
| US Bancorp \de | 0.03% | Add +64.9% | 365,442 | $25.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.22% | Reduce -18.1% | 362,665 | $25.4M |
| Toronto Dominion Bank | 0.04% | Add +151.7% | 356,651 | $24.9M |
| California State Teachers Retirement System | 0.02% | Reduce -1.4% | 356,500 | $24.9M |
| Alliancebernstein L.P. | 0.01% | Add +1.0% | 348,248 | $24.4M |
| Cidel Asset Management Inc. | 1.69% | Reduce -1.4% | 341,790 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 340,856 | $23.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -3.0% | 336,978 | $23.7M |
| Verition Fund Management LLC | 0.13% | Add +22.7% | 338,227 | $23.7M |
| SG Americas Securities, LLC | 0.03% | Add +1243.0% | 335,877 | $23.5M |
| Schroder Investment Management Group | 0.02% | Reduce -0.9% | 323,396 | $22.8M |
| CIBC Asset Management Inc | 0.05% | Add +11.1% | 309,860 | $21.7M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -7.5% | 306,455 | $21.4M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -18.8% | 304,257 | $21.3M |
| Avalon Trust Co | 1.32% | Add +0.3% | 292,171 | $20.4M |
| Verbena Value LP | 3.45% | — | 286,200 | $20.0M |
| Quantinno Capital Management LP | 0.04% | Add +12.6% | 265,882 | $18.6M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -10.7% | 256,447 | $17.9M |
| Magellan Asset Management Ltd | 0.21% | Add +5.6% | 252,895 | $17.7M |
| AE Wealth Management LLC | 0.10% | Add +3.5% | 252,774 | $17.7M |
| APG Asset Management N.V. | 0.05% | Reduce -36.5% | 286,208 | $17.0M |
| Covea Finance | 0.53% | Reduce -2.3% | 231,950 | $16.2M |
| Aventail Capital Group, LP | 0.92% | Add +128.8% | 228,835 | $16.0M |
| Hudson Bay Capital Management LP | 0.10% | New | 225,896 | $15.8M |
| Tortoise Capital Advisors, L.L.C. | 0.19% | Reduce -1.7% | 216,772 | $15.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -16.7% | 216,314 | $15.1M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.6% | 209,397 | $14.6M |
| Macquarie Group Ltd. | 0.06% | Reduce -89.0% | 204,899 | $14.3M |
| Worldquant Millennium Advisors LLC | 0.05% | Add +47.4% | 201,351 | $14.1M |
| Keybank National Association | 0.05% | Reduce -2.2% | 201,168 | $14.1M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -0.1% | 198,290 | $13.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +3.1% | 196,580 | $13.7M |
| Gabelli Funds LLC | 0.09% | No change | 189,617 | $13.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -2.2% | 187,458 | $13.1M |
| Natixis Advisors, LLC | 0.02% | Add +13.3% | 185,875 | $13.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.0% | 185,184 | $13.0M |
| National Bank of Canada | 0.01% | Add +48.1% | 183,532 | $12.8M |
| Tredje AP-fonden | 0.10% | Reduce -39.2% | 183,462 | $12.8M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -3.8% | 181,580 | $12.7M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -7.1% | 176,749 | $12.4M |
| Wealthfront Advisers LLC | 0.03% | Add +3.1% | 173,398 | $12.1M |
| Artemis Investment Management LLP | 0.15% | Reduce -30.6% | 172,501 | $12.1M |
| State of Wisconsin Investment Board | 0.03% | Reduce -8.5% | 170,487 | $11.9M |
| Public Sector Pension Investment Board | 0.04% | Add +163.9% | 170,394 | $11.9M |
| Nisa Investment Advisors, LLC | 0.04% | Add +1.4% | 164,574 | $11.5M |
| OMERS ADMINISTRATION Corp | 0.08% | No change | 162,989 | $11.4M |
| DNB Asset Management AS | 0.04% | Add +71.4% | 161,695 | $11.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +63.6% | 157,946 | $11.0M |
| Trillium Asset Management, LLC | 0.34% | Reduce -13.3% | 151,220 | $11.0M |
| Nomura Holdings Inc. | 0.03% | Add +10.0% | 156,641 | $11.0M |
| Sourcerock Group LLC | 0.63% | Reduce -0.2% | 156,508 | $10.9M |
| Bruce & Co., Inc. | 3.38% | No change | 156,000 | $10.9M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +1.0% | 154,289 | $10.8M |
| Nicholas Company, Inc. | 0.19% | Reduce -6.1% | 152,040 | $10.6M |
| Edgestream Partners, L.P. | 0.30% | Reduce -2.2% | 151,799 | $10.6M |
| Greenland Capital Management LP | 1.63% | Reduce -16.1% | 148,680 | $10.4M |
| Bokf, NA | 0.16% | Reduce -4.3% | 146,414 | $10.2M |
| Hennessy Advisors Inc. | 0.36% | No change | 145,698 | $10.2M |
| Tidal Investments LLC | 0.04% | Add +0.7% | 142,789 | $10.0M |
| Korea Investment CORP | 0.02% | Reduce -1.3% | 142,351 | $10.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -0.8% | 130,128 | $9.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.51% | Reduce -2.8% | 129,245 | $9.0M |
| First American Trust, FSB | 0.61% | Add +0.2% | 127,706 | $8.9M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -5.2% | 126,801 | $8.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.1% | 123,543 | $8.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1839.8% | 121,202 | $8.5M |
| Van Eck Associates Corp. | 0.01% | Add +8.0% | 121,102 | $8.5M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +0.1% | 120,702 | $8.4M |
| Mattern Capital Management, LLC | 1.00% | Add +1.8% | 120,708 | $8.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.2% | 120,697 | $8.4M |
| Credit Agricole S A | 0.02% | Add +13.3% | 119,350 | $8.3M |
| Graham Capital Management, L.P. | 0.41% | Reduce -8.8% | 118,748 | $8.3M |
| Brasada Capital Management, LP | 1.40% | Reduce -10.7% | 115,880 | $8.2M |
| Comerica Bank | 0.03% | Reduce -5.4% | 116,265 | $8.1M |
| Contravisory Investment Management, Inc. | 1.61% | Reduce -8.0% | 116,253 | $8.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -69.5% | 115,819 | $8.1M |
| B. Metzler seel. Sohn & Co. AG | 0.07% | Add +44.7% | 114,254 | $8.0M |
| Howe & Rusling Inc. | 0.53% | Add +0.3% | 114,058 | $8.0M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Add +1.5% | 113,530 | $7.9M |
| Renaissance Technologies | 0.01% | Reduce -76.3% | 113,500 | $7.9M |
| Y-Intercept (Hong Kong) Ltd | 0.17% | Add +45.9% | 111,834 | $7.8M |
| Susquehanna Fundamental Investments, LLC | 0.26% | Reduce -23.2% | 110,406 | $7.7M |
| HighTower Advisors, LLC | 0.01% | Add +4.7% | 108,629 | $7.6M |
| American Century Companies Inc. | 0.00% | Reduce -8.1% | 108,282 | $7.6M |
| Assetmark, Inc. | 0.02% | Reduce -2.5% | 106,141 | $7.4M |
| Man Group plc | 0.01% | Add +80.6% | 104,613 | $7.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +17.4% | 104,530 | $7.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -48.5% | 99,906 | $7.0M |
| Marshall Wace, LLP | 0.01% | Add +128.6% | 99,340 | $6.9M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -13.8% | 96,466 | $6.9M |
| Voloridge Investment Management, LLC | 0.02% | Add +8.1% | 93,478 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +157.4% | 93,323 | $6.5M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -1.1% | 90,574 | $6.3M |
| Sei Investments Co. | 0.01% | Add +14.8% | 89,132 | $6.2M |
| NewSquare Capital LLC | 0.55% | Reduce -28.7% | 88,468 | $6.2M |
| ASR Vermogensbeheer N.V. | 0.07% | Reduce -1.0% | 86,973 | $6.1M |
| First American Bank | 0.36% | Add +1.6% | 84,614 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +31.2% | 84,308 | $5.9M |
| New England Asset Management Inc. | 0.79% | No change | 83,465 | $5.8M |
| Arizona State Retirement System | 0.03% | Reduce -6.9% | 82,095 | $5.7M |
| Intact Investment Management Inc. | 0.16% | No change | 81,700 | $5.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 80,426 | $5.6M |
| Swiss Life Asset Management Ltd | 0.03% | Add +7.7% | 80,309 | $5.6M |
| Czech National Bank | 0.04% | Add +5.5% | 80,244 | $5.6M |
| &partners | 0.03% | Add +3.0% | 80,089 | $5.6M |
| State of Michigan Retirement System | 0.03% | Reduce -1.6% | 79,699 | $5.6M |
| Creative Planning | 0.00% | Add +31.8% | 79,512 | $5.6M |
| Summit Global Investments | 0.32% | Reduce -31.0% | 76,986 | $5.4M |
| Voya Investment Management LLC | 0.01% | Add +12.1% | 76,886 | $5.4M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -4.5% | 75,497 | $5.3M |
| Stifel Financial Corp. | 0.00% | Reduce -3.9% | 73,434 | $5.1M |
| SummitTX Capital, L.P. | 0.15% | New | 72,946 | $5.1M |
| SilverOak Wealth Management LLC | 0.75% | No change | 68,825 | $4.8M |
| IFM Investors Pty Ltd | 0.04% | Add +1.5% | 67,294 | $4.7M |
| Bridgewater Associates | 0.02% | Add +30.7% | 66,089 | $4.6M |
| Hilltop Holdings Inc. | 0.27% | Reduce -2.5% | 64,945 | $4.5M |
| Retirement Systems of Alabama | 0.01% | Add +1.4% | 64,740 | $4.5M |
| Guggenheim Capital LLC | 0.03% | Add +1.0% | 63,187 | $4.4M |
| Logan Capital Management Inc. | 0.19% | Reduce -3.5% | 63,161 | $4.4M |
| Benjamin Edwards Inc. | 0.05% | Reduce -1.0% | 61,268 | $4.3M |
| Daiichi Life Insurance Co., Ltd. | 0.11% | Reduce -6.1% | 60,573 | $4.2M |
| Canada Post Corp Registered Pension Plan | 0.16% | Reduce -6.0% | 60,069 | $4.2M |
| Intech Investment Management LLC | 0.04% | Add +91.5% | 58,233 | $4.1M |
| Corient Private Wealth LP | 0.01% | Add +7.2% | 58,116 | $4.1M |
| ProShare Advisors LLC | 0.01% | Add +9.7% | 57,904 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -39.2% | 56,722 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +13.5% | 56,504 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -2.1% | 56,304 | $3.9M |
| Osmosis Investment Management UK Ltd | 0.10% | — | 55,822 | $3.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +22.9% | 55,758 | $3.9M |
| Trexquant Investment LP | 0.03% | Reduce -8.1% | 54,806 | $3.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +23.3% | 52,994 | $3.7M |
| Oak Thistle LLC | 0.51% | Add +506.2% | 52,685 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +24.4% | 52,174 | $3.6M |
| Woodline Partners LP | 0.01% | Add +31.0% | 51,831 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +23.7% | 51,764 | $3.6M |
| Boothbay Fund Management, LLC | 0.10% | Add +25.3% | 51,483 | $3.6M |
| Forsta Ap-Fonden | 0.02% | Reduce -32.0% | 50,800 | $3.6M |
| Lombard Odier Asset Management (Europe) Ltd | 0.27% | Add +59.2% | 50,769 | $3.6M |
| Wellington Management Group LLP | 0.00% | Reduce -23.0% | 50,764 | $3.5M |
| Xponance LLC | 0.03% | Add +7.1% | 49,892 | $3.5M |
| Cibc World Markets Corp. | 0.02% | — | 49,764 | $3.5M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Reduce -51.1% | 49,712 | $3.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +0.2% | 49,502 | $3.5M |
| Utah Retirement Systems | 0.03% | Add +0.7% | 49,262 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -3.0% | 47,673 | $3.4M |
| Agf Management Ltd. | 0.01% | Reduce -10.1% | 48,081 | $3.4M |
| Illinois Municipal Retirement Fund | 0.04% | Add +10.6% | 47,243 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -4.5% | 45,557 | $3.2M |
| Martingale Asset Management L P | 0.08% | No change | 44,773 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +5.0% | 44,597 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +4.0% | 44,522 | $3.1M |
| NEOS Investment Management LLC | 0.02% | Add +20.9% | 42,900 | $3.0M |
| Brookfield Corp | 0.00% | No change | 42,560 | $3.0M |
| Glenmede Trust Co. NA | 0.01% | — | 41,832 | $2.9M |
| New York Life Investment Management LLC | 0.03% | Add +2.6% | 41,640 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +14.2% | 41,635 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -11.1% | 40,901 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -31.5% | 40,740 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -21.9% | 39,822 | $2.8M |
| Pacer Advisors, Inc. | 0.01% | Add +39.8% | 39,362 | $2.8M |
| Focus Partners Wealth | 0.00% | Reduce -9.8% | 39,143 | $2.7M |
| Eurizon Capital SGR S.p.A. | 0.01% | — | 39,213 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 38,980 | $2.7M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.8% | 38,685 | $2.7M |
| Vestcor Inc | 0.08% | Add +172.9% | 38,199 | $2.7M |
| OP Asset Management Ltd | 0.03% | Reduce -5.5% | 37,965 | $2.7M |
| Fifth Third Bancorp | 0.01% | Add +2.7% | 37,768 | $2.6M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -4.4% | 36,495 | $2.6M |
| Gotham Asset Management | 0.01% | Reduce -29.4% | 36,483 | $2.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -10.2% | 36,160 | $2.5M |
| Vinva Investment Management Ltd | 0.03% | Add +173.8% | 35,608 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.0% | 34,965 | $2.4M |
| Machina Capital S.A.S. | 0.47% | Add +133.3% | 34,891 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +1.6% | 34,829 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.0% | 34,009 | $2.4M |
| Inspire Investing, LLC | 0.21% | Add +9.5% | 33,858 | $2.4M |
| Parr McKnight Wealth Management Group, LLC | 0.31% | Reduce -0.0% | 33,821 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.3% | 33,513 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Add +7.2% | 33,319 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +5.0% | 33,421 | $2.3M |
| USS Investment Management Ltd | 0.01% | No change | 32,774 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Add +0.7% | 32,670 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.2% | 32,443 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -40.9% | 32,324 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.6% | 31,485 | $2.2M |
| Siemens Fonds Invest GmbH | 0.11% | Add +630.8% | 29,963 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -5.9% | 30,167 | $2.1M |
| Hilton Capital Management, LLC | 0.15% | Add +10.8% | 29,352 | $2.1M |
| AlphaQuest LLC | 0.11% | Reduce -41.9% | 28,568 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Add +1.8% | 28,551 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 28,489 | $2.0M |
| Venture Visionary Partners LLC | 0.06% | Add +0.0% | 27,522 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.7% | 27,287 | $1.9M |
| KBC Group NV | 0.00% | Reduce -1.6% | 27,116 | $1.9M |
| WealthTrust Axiom LLC | 0.47% | Reduce -0.8% | 26,400 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.8% | 26,269 | $1.8M |
| Natixis | 0.01% | Add +52.3% | 26,172 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +9.4% | 26,154 | $1.8M |
| Mather Group, Llc. | 0.02% | Add +84.0% | 25,509 | $1.8M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -0.1% | 25,496 | $1.8M |
| Bridgefront Capital, LLC | 0.45% | Add +162.0% | 25,365 | $1.8M |
| Cibc World Market Inc. | 0.00% | New | 25,299 | $1.8M |
| GAMCO Investors | 0.02% | Reduce -6.5% | 25,200 | $1.8M |
| Nicholson Wealth Management Group, LLC | 1.02% | Add +0.9% | 24,971 | $1.7M |
| Gateway Investment Advisers LLC | 0.02% | Add +19.2% | 24,503 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 24,445 | $1.7M |
| Portfolio Design Labs, LLC | 0.28% | Add +2.1% | 24,372 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Reduce -22.3% | 24,258 | $1.7M |
| Ramirez Asset Management, Inc. | 0.22% | No change | 24,204 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +14.4% | 23,926 | $1.7M |
| Alberta Investment Management Corp | 0.01% | No change | 23,900 | $1.7M |
| Walleye Capital LLC | 0.01% | New | 23,877 | $1.7M |
| Mizuho Securities USA LLC | 0.03% | Add +1.6% | 22,159 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.8% | 23,624 | $1.7M |
| Capital Innovations LLC | 0.47% | — | 23,622 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,418 | $1.6M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -52.6% | 23,145 | $1.6M |
| Covalis Capital LLP | 0.12% | New | 22,669 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.6% | 22,610 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.7% | 22,127 | $1.5M |
| Ascent Group, LLC | 0.05% | Reduce -10.2% | 22,091 | $1.5M |
| Spirit of America Management Corp. | 0.32% | Add +11.0% | 21,700 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +16.1% | 21,689 | $1.5M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -4.6% | 20,608 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +44.6% | 20,264 | $1.4M |
| Allstate Corp. | 0.02% | Add +85.0% | 20,040 | $1.4M |
| Blue Water Asset Management | 0.50% | — | 20,039 | $1.4M |
| Opus Investment Management Inc. | 0.85% | No change | 20,000 | $1.4M |
| Norinchukin Bank, The | 0.02% | Add +9.1% | 19,923 | $1.4M |
| Cim, LLC | 0.18% | Add +2.8% | 19,561 | $1.4M |
| Employees Retirement System of Texas | 0.01% | Reduce -69.4% | 19,497 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +35.0% | 19,185 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.2% | 18,938 | $1.3M |
| Kentucky Retirement Systems | 0.04% | No change | 18,676 | $1.3M |
| Havemeyer Place LP | 0.26% | — | 18,612 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -0.8% | 17,949 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -9.9% | 17,943 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Add +0.6% | 17,581 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Add +1034.6% | 17,598 | $1.2M |
| Huntington National Bank | 0.01% | Add +3.4% | 17,287 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Add +2.6% | 17,051 | $1.2M |
| Nordea Investment Management AB | 0.00% | Add +0.2% | 16,715 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -14.3% | 16,721 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +34.5% | 16,407 | $1.1M |
| Cwm, LLC | 0.00% | Add +17.1% | 16,217 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -14.4% | 16,116 | $1.1M |
| Pinebridge Investments LLC | 0.01% | — | 16,071 | $1.1M |
| Magnetar Financial LLC | 0.01% | New | 15,612 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.3% | 15,500 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 15,369 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.36% | Reduce -1.1% | 15,346 | $1.1M |
| Profund Advisors LLC | 0.03% | Reduce -3.5% | 15,105 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +210.1% | 15,079 | $1.1M |
| Royal London Asset Management Ltd. | 0.00% | Add +4.8% | 14,846 | $1.0M |
| Croban | 0.50% | Add +1.4% | 14,832 | $1.0M |
| Holocene Advisors, LP | 0.00% | Reduce -86.2% | 14,656 | $1.0M |
| Mirador Capital Partners LP | 0.14% | Add +0.3% | 14,486 | $1.0M |
| Gulf International Bank (UK) Ltd | 0.03% | Reduce -0.3% | 14,441 | $1.0M |
| GAMMA Investing LLC | 0.05% | Reduce -5.5% | 14,346 | $1.0M |
| Vise Technologies, Inc. | 0.02% | Add +70.9% | 14,243 | $996K |
| National Pension Service | 0.00% | Reduce -96.5% | 14,137 | $989K |
| Fiduciary Trust Co | 0.01% | Reduce -2.4% | 14,032 | $981K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +16.4% | 13,941 | $975K |
| RIA Advisory Group LLC | 0.24% | New | 13,922 | $974K |
| New Mexico Educational Retirement Board | 0.03% | Add +2.2% | 13,810 | $966K |
| Panagora Asset Management Inc. | 0.00% | Reduce -84.8% | 13,486 | $943K |
| Delta Global Management LP | 0.07% | New | 13,377 | $935K |
| Vident Advisory, LLC | 0.01% | Reduce -7.6% | 13,120 | $917K |
| Caprock Group, LLC | 0.02% | Add +4.0% | 13,068 | $914K |
| Capital International Investors | 0.00% | Add +4.2% | 12,951 | $906K |
| Smartleaf Asset Management LLC | 0.03% | Add +9.3% | 12,825 | $903K |
| Chesley Taft & Associates LLC | 0.04% | Add +10.1% | 12,831 | $897K |
| MUFG Securities EMEA plc | 0.01% | Add +117.8% | 12,476 | $872K |
| Summit Financial, LLC | 0.01% | Reduce -3.6% | 12,392 | $867K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -2.4% | 12,377 | $866K |
| Braeburn Wealth Management LLC | 0.44% | — | 12,263 | $858K |
| Icon Advisers Inc. | 0.19% | No change | 12,200 | $853K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 12,197 | $853K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.6% | 12,153 | $850K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 12,095 | $846K |
| Jane Street Group, LLC | 0.00% | Reduce -95.9% | 12,090 | $845K |
| MML Investors Services, LLC | 0.00% | Add +39.1% | 12,069 | $844K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -16.7% | 11,906 | $833K |
| Inceptionr LLC | 0.23% | New | 11,760 | $822K |
| Elevated Capital Advisors, LLC | 0.19% | Add +3.8% | 11,759 | $822K |
| Horizon Investments, LLC | 0.01% | Add +1.4% | 11,570 | $809K |
| Altfest L J & Co. Inc. | 0.09% | Add +0.4% | 11,363 | $795K |
| Tobam | 0.19% | Add +1029.3% | 11,248 | $787K |
| Kesler, Norman & Wride, LLC | 0.13% | Reduce -9.4% | 11,241 | $786K |
| MASTERINVEST Kapitalanlage GmbH | 0.07% | Reduce -3.5% | 11,111 | $782K |
| Greenleaf Trust | 0.01% | Add +4.0% | 11,056 | $773K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 10,861 | $760K |
| V-Square Quantitative Management LLC | 0.08% | New | 10,829 | $757K |
| Twinbeech Capital LP | 0.05% | Reduce -79.0% | 10,803 | $755K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -10.9% | 10,798 | $755K |
| Danske Bank A/S | 0.00% | Reduce -13.8% | 10,600 | $741K |
| Brooklyn Investment Group | 0.03% | Add +248.8% | 10,527 | $738K |
| BLB&B Advisors, LLC | 0.03% | Reduce -7.9% | 10,404 | $728K |
| Sumitomo Life Insurance Co. | 0.02% | Add +1.1% | 10,374 | $725K |
| SBI Okasan Asset Management Co.Ltd. | 0.04% | — | 10,300 | $722K |
| Abc Arbitrage SA | 0.07% | Reduce -76.5% | 10,213 | $714K |
| North Dakota State Investment Board | 0.03% | — | 10,200 | $713K |
| Empirical Finance, LLC | 0.03% | Reduce -4.1% | 10,062 | $704K |
| Canton Hathaway, LLC | 0.13% | No change | 10,000 | $699K |
| Teacher Retirement System of Texas | 0.00% | Reduce -74.7% | 9,900 | $692K |
| Centennial Wealth Advisory LLC | 0.18% | Add +3.3% | 9,736 | $681K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +1.9% | 9,724 | $680K |
| Capital International, Inc. | 0.01% | Reduce -5.0% | 9,570 | $669K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.5% | 9,522 | $666K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 9,520 | $666K |
| Metis Global Partners, LLC | 0.02% | Reduce -44.8% | 9,515 | $665K |
| Prudential PLC | 0.01% | Add +142.0% | 9,471 | $662K |
| Hantz Financial Services, Inc. | 0.01% | Add +1.5% | 9,467 | $662K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 9,251 | $647K |
| Ofi Invest Asset Management | 0.01% | New | 9,221 | $645K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.9% | 9,103 | $637K |
| Whittier Trust Co. | 0.01% | Reduce -4.2% | 9,038 | $636K |
| Amica Mutual Insurance Co. | 0.05% | No change | 9,002 | $630K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | — | 9,003 | $630K |
| Finer Wealth Management, Inc. | 0.30% | No change | 9,000 | $629K |
| Commerce Bank | 0.00% | Reduce -0.9% | 8,899 | $622K |
| Ethic Inc. | 0.01% | Add +18.8% | 8,799 | $615K |
| Qtron Investments LLC | 0.08% | Reduce -44.6% | 8,754 | $612K |
| Foster & Motley Inc. | 0.03% | No change | 8,734 | $611K |
| NewEdge Wealth, LLC | 0.01% | Add +99.9% | 8,680 | $607K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | — | 8,660 | $606K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +7.1% | 8,650 | $605K |
| Wedge Capital Management L L P | 0.01% | Reduce -15.0% | 8,632 | $604K |
| Entropy Technologies, LP | 0.03% | New | 8,629 | $603K |
| Choreo, LLC | 0.01% | Reduce -5.9% | 8,540 | $601K |
| Bessemer Group Inc. | 0.00% | Reduce -9.0% | 8,496 | $594K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.21% | Add +121.2% | 8,434 | $590K |
| Lazard Asset Management LLC | 0.00% | Reduce -42.3% | 8,426 | $589K |
| Securian Asset Management, Inc. | 0.02% | Reduce -42.6% | 8,257 | $577K |
| Mufg Securities Americas Inc. | 0.04% | Add +1.6% | 8,198 | $573K |
| Sage Mountain Advisors LLC | 0.03% | Add +100.4% | 8,198 | $573K |
| Farringdon Capital, Ltd. | 0.14% | New | 8,131 | $569K |
| Squarepoint Ops LLC | 0.00% | Reduce -96.7% | 8,110 | $567K |
| Blue Trust, Inc. | 0.01% | Reduce -12.9% | 8,089 | $566K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +19.5% | 8,079 | $565K |
| Wedmont Private Capital | 0.02% | Add +1.6% | 8,006 | $557K |
| Legacy Capital Group California, Inc. | 0.13% | Reduce -12.5% | 7,906 | $553K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 7,828 | $547K |
| Zions Bancorporation, National Association | 0.03% | Add +30.8% | 7,809 | $546K |
| Boit C F David | 0.24% | No change | 7,800 | $546K |
| Syon Capital LLC | 0.03% | Add +5.3% | 7,796 | $545K |
| Callan Family Office, LLC | 0.01% | Add +20.4% | 7,756 | $542K |
| Savant Capital, LLC | 0.00% | Add +23.1% | 7,689 | $538K |
| Moody National Bank Trust Division | 0.05% | Reduce -34.1% | 7,629 | $533K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -0.2% | 7,372 | $515K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -27.3% | 7,000 | $490K |
| 111 Capital | 0.10% | New | 6,881 | $481K |
| Aquatic Capital Management LLC | 0.01% | New | 6,874 | $481K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -17.3% | 6,805 | $476K |
| Jmac Enterprises LLC | 0.09% | Add +41.7% | 6,800 | $476K |
| Signaturefd, LLC | 0.01% | Add +12.6% | 6,663 | $466K |
| QRG Capital Management, Inc. | 0.01% | Add +5.2% | 6,654 | $465K |
| Ballentine Partners, LLC | 0.01% | Reduce -9.6% | 6,644 | $465K |
| Segment Wealth Management, LLC | 0.03% | Add +2.5% | 6,553 | $458K |
| Prospera Financial Services Inc | 0.01% | Add +5.5% | 6,418 | $449K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -48.9% | 6,418 | $449K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +41.8% | 6,392 | $447K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.4% | 6,360 | $445K |
| Frank, Rimerman Advisors LLC | 0.03% | Reduce -0.4% | 6,250 | $437K |
| XTX Topco Ltd | 0.01% | Reduce -85.7% | 6,182 | $432K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.6% | 6,173 | $432K |
| Polymer Capital Management (US) LLC | 0.06% | Reduce -16.7% | 6,122 | $428K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,041 | $422K |
| Cynosure Group, LLC | 0.04% | New | 6,029 | $422K |
| LMR Partners LLP | 0.01% | Reduce -47.6% | 6,025 | $421K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -28.2% | 6,023 | $421K |
| Jones Financial Companies LLLP | 0.00% | Add +23.7% | 5,986 | $419K |
| Bison Wealth, LLC | 0.05% | Add +13.3% | 5,621 | $418K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -1.3% | 5,767 | $404K |
| Conning Inc. | 0.01% | Reduce -2.9% | 5,752 | $402K |
| Voleon Capital Management LP | 0.01% | Add +32.1% | 5,733 | $401K |
| Two Sigma Securities, LLC | 0.05% | Reduce -18.5% | 5,504 | $385K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.3% | 5,499 | $385K |
| Fulton Bank, N.A. | 0.01% | Add +5.0% | 5,481 | $383K |
| Merit Financial Group, LLC | 0.00% | Add +13.7% | 5,479 | $383K |
| Evolve Private Wealth, LLC | 0.02% | — | 5,446 | $381K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.9% | 5,307 | $371K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.6% | 5,226 | $365K |
| Crestwood Advisors Group, LLC | 0.01% | Add +5.7% | 5,189 | $363K |
| Norden Group LLC | 0.04% | Add +53.8% | 5,180 | $362K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.9% | 5,170 | $362K |
| Belpointe Asset Management LLC | 0.01% | Add +1.5% | 5,149 | $360K |
| Strategy Asset Managers LLC | 0.06% | Reduce -0.3% | 5,117 | $358K |
| Financial Advisors Network, Inc. | 0.05% | Add +3.6% | 5,110 | $357K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -4.1% | 5,103 | $357K |
| Quarry LP | 0.06% | Add +708.4% | 5,085 | $356K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.05% | Add +43.9% | 5,047 | $355K |
| Chatham Capital Group, Inc. | 0.05% | Add +6.4% | 5,032 | $352K |
| Silverleafe Capital Partners, LLC | 0.10% | No change | 5,000 | $350K |
| Sowell Financial Services LLC | 0.01% | Add +2.3% | 4,977 | $348K |
| Arax Advisory Partners | 0.01% | Reduce -60.0% | 4,932 | $345K |
| Simplex Trading, LLC | 0.01% | Add +733.5% | 4,876 | $341K |
| DAVENPORT & Co LLC | 0.00% | Add +10.8% | 4,799 | $336K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 4,750 | $332K |
| Rehmann Capital Advisory Group | 0.02% | New | 4,723 | $330K |
| TCW Group Inc. | 0.00% | New | 4,690 | $328K |
| Wexford Capital LP | 0.08% | New | 4,666 | $326K |
| Ostrum Asset Management | 0.02% | Reduce -24.9% | 4,660 | $326K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -36.9% | 4,515 | $324K |
| Evansbrook LLC | 0.21% | — | 4,499 | $315K |
| LVW Advisors, LLC | 0.03% | Reduce -7.5% | 4,460 | $312K |
| Oxler Private Wealth LLC | 0.09% | Add +0.5% | 4,453 | $311K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -5.1% | 4,422 | $309K |
| CX Institutional | 0.01% | Add +47.8% | 4,425 | $309K |
| Blair William & Co. | 0.00% | Reduce -21.1% | 4,415 | $309K |
| Trust Co of the South | 0.05% | No change | 4,404 | $308K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | No change | 4,345 | $304K |
| Carrera Capital Advisors | 0.05% | Reduce -7.9% | 4,293 | $300K |
| Farther Finance Advisors, LLC | 0.00% | Add +32.5% | 4,278 | $299K |
| International Private Wealth Advisors LLC | 0.19% | Reduce -1.6% | 4,278 | $299K |
| Quadrant Capital Group LLC | 0.01% | Add +3.3% | 4,259 | $298K |
| Moment Partners, LLC | 0.06% | Reduce -19.4% | 4,241 | $297K |
| Inscription Capital, LLC | 0.03% | Reduce -18.2% | 4,140 | $290K |
| Stephens Consulting, LLC | 0.09% | Add +0.1% | 4,130 | $289K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -89.7% | 4,125 | $288K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 4,059 | $284K |
| Journey Advisory Group, LLC | 0.02% | No change | 4,050 | $283K |
| Gradient Investments LLC | 0.00% | Reduce -4.3% | 4,010 | $280K |
| Mattson Financial Services, LLC | 0.07% | Reduce -4.3% | 3,999 | $280K |
| Schwallier Wealth Management LLC | 0.18% | New | 3,897 | $279K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.8% | 3,965 | $277K |
| Banco Santander, S.A. | 0.00% | New | 3,946 | $276K |
| Caitong International Asset Management Co., Ltd | 0.07% | Add +525.5% | 3,922 | $274K |
| nVerses Capital, LLC | 0.61% | — | 3,905 | $273K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +2.3% | 3,834 | $268K |
| Qsemble Capital Management, LP | 0.02% | Reduce -96.2% | 3,828 | $268K |
| Kera Capital Partners, Inc. | 0.03% | New | 3,728 | $267K |
| Aventura Private Wealth, LLC | 0.09% | No change | 3,766 | $263K |
| Procyon Advisors, LLC | 0.01% | New | 3,745 | $262K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 3,677 | $257K |
| Citizens Financial Group Inc. | 0.00% | Reduce -10.3% | 3,623 | $253K |
| Financial Strategies Group, Inc. | 0.05% | Add +0.6% | 3,568 | $251K |
| Brown Brothers Harriman & Co. | 0.00% | Add +49.3% | 3,587 | $251K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 3,566 | $249K |
| Trust Point Inc. | 0.02% | Reduce -0.5% | 3,540 | $248K |
| Trust Co. of Toledo NA | 0.02% | No change | 3,533 | $247K |
| Pointe Capital Management LLC | 0.12% | No change | 3,515 | $246K |
| Johnson Investment Counsel Inc. | 0.00% | Add +6.3% | 3,459 | $242K |
| AlphaCore Capital LLC | 0.01% | New | 3,425 | $240K |
| VeraBank, N.A. | 0.04% | No change | 3,400 | $238K |
| Stiles Financial Services Inc | 0.07% | Add +0.7% | 3,396 | $237K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.4% | 3,319 | $232K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.7% | 3,307 | $231K |
| Continuum Advisory, LLC | 0.02% | Reduce -15.0% | 3,284 | $230K |
| Neo Ivy Capital Management | 0.04% | New | 3,274 | $229K |
| Essex Bank | 0.05% | Reduce -6.0% | 3,273 | $229K |
| Tema ETFs LLC | 0.02% | Reduce -0.3% | 3,228 | $226K |
| Mach-1 Financial Group, LLC | 0.05% | New | 3,209 | $224K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 3,206 | $224K |
| Cerro Pacific Wealth Advisors LLC | 0.06% | Reduce -3.5% | 3,203 | $224K |
| Gen-Wealth Partners Inc | 0.07% | Add +0.2% | 3,162 | $221K |
| Florida Financial Advisors, LLC | 0.06% | Add +4.9% | 3,174 | $220K |
| Bollard Group LLC | 0.01% | New | 3,134 | $219K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.8% | 3,102 | $218K |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.9% | 3,121 | $218K |
| Clearstead Advisors, LLC | 0.00% | Add +18.3% | 3,116 | $218K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -3.4% | 2,966 | $217K |
| CHICAGO TRUST Co NA | 0.03% | No change | 3,100 | $217K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,094 | $216K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -1.6% | 3,089 | $216K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 3,079 | $215K |
| Aigen Investment Management, LP | 0.05% | New | 3,068 | $215K |
| Dana Investment Advisors, Inc. | 0.01% | Add +10.7% | 3,067 | $214K |
| Patton Fund Management, Inc. | 0.03% | No change | 3,051 | $213K |
| Global Retirement Partners, LLC | 0.00% | Reduce -75.3% | 3,032 | $212K |
| SkyOak Wealth, LLC | 0.04% | No change | 3,000 | $210K |
| Certuity, LLC | 0.01% | Add +6.9% | 2,998 | $210K |
| Longboard Asset Management, LP | 1.33% | No change | 2,982 | $209K |
| Transcend Capital Advisors, LLC | 0.02% | Add +4.8% | 2,972 | $208K |
| Advisory Services Network, LLC | 0.00% | Add +14.6% | 2,964 | $207K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -4.7% | 2,955 | $207K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,950 | $206K |
| Drive Wealth Management, LLC | 0.04% | New | 2,916 | $204K |
| Frec Markets, Inc. | 0.06% | — | 2,910 | $204K |
| Wealthspire Advisors, LLC | 0.00% | Add +187.0% | 2,899 | $203K |
| GTS Securities LLC | 0.01% | Reduce -62.2% | 2,878 | $201K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.8% | 2,865 | $200K |
| Mgo One Seven LLC | 0.00% | Reduce -1.2% | 2,864 | $200K |
| Harbour Investments, Inc. | 0.00% | Add +107.1% | 2,730 | $191K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,728 | $191K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.1% | 2,637 | $184K |
| Virtus Investment Advisers, LLC | 0.04% | New | 2,331 | $163K |
| Allworth Financial LP | 0.00% | Add +0.7% | 2,186 | $153K |
| Aster Capital Management (DIFC) Ltd | 0.06% | New | 2,056 | $144K |
| Colonial Trust Co / SC | 0.02% | No change | 2,041 | $143K |
| SageView Advisory Group, LLC | 0.00% | Reduce -47.4% | 1,925 | $135K |
| Versant Capital Management, Inc | 0.02% | Add +1.5% | 1,912 | $134K |
| Larson Financial Group LLC | 0.00% | Reduce -15.1% | 1,906 | $133K |
| Crewe Advisors LLC | 0.01% | No change | 1,905 | $133K |
| Cranbrook Wealth Management, LLC | 0.03% | Add +68.7% | 1,878 | $131K |
| Quent Capital, LLC | 0.01% | Add +34.9% | 1,859 | $130K |
| Rothschild Investment LLC | 0.01% | Add +7.1% | 1,787 | $125K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,668 | $117K |
| Private Trust Co. NA | 0.01% | Add +3.4% | 1,615 | $113K |
| MAI Capital Management | 0.00% | Reduce -7.9% | 1,513 | $106K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 1,500 | $105K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $105K |
| First Financial Corp. | 0.04% | No change | 1,480 | $103K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -1.1% | 1,468 | $103K |
| Caitlin John, LLC | 0.07% | No change | 1,468 | $103K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,459 | $102K |
| Costello Asset Management, INC | 0.03% | No change | 1,408 | $98K |
| FWL Investment Management, LLC | 0.02% | No change | 1,350 | $94K |
| TD Private Client Wealth LLC | 0.00% | Add +0.1% | 1,257 | $88K |
| Trust Co | 0.01% | No change | 1,227 | $86K |
| CVA Family Office, LLC | 0.01% | Add +0.2% | 1,223 | $86K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 1,194 | $83K |
| Fideuram Asset Management (Ireland) dac | 0.01% | — | 1,168 | $79K |
| Covestor Ltd | 0.04% | Add +166.5% | 1,130 | $79K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.2% | 1,109 | $78K |
| Montag A & Associates Inc. | 0.00% | No change | 1,100 | $77K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $76K |
| Manchester Capital Management LLC | 0.01% | Add +115.5% | 1,086 | $76K |
| RHL Group, LLC | 0.06% | — | 1,082 | $76K |
| Grove Bank & Trust | 0.01% | No change | 1,072 | $75K |
| Spire Wealth Management | 0.00% | Add +0.8% | 1,065 | $74K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.2% | 964 | $67K |
| Bernard Wealth Management Corp. | 0.03% | No change | 962 | $67K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +4.4% | 950 | $66K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +74.2% | 939 | $66K |
| Cromwell Holdings LLC | 0.04% | No change | 926 | $65K |
| UMB Bank, n.a. | 0.00% | Add +8.7% | 917 | $64K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.0% | 884 | $62K |
| IFP Advisors, Inc | 0.00% | Add +4.4% | 884 | $62K |
| CYBER HORNET ETFs LLC | 0.04% | Add +6.3% | 849 | $59K |
| Robbins Farley | 0.03% | Reduce -14.2% | 800 | $56K |
| Sentry Investment Management LLC | 0.03% | No change | 761 | $53K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +29.7% | 703 | $49K |
| Richardson Financial Services Inc. | 0.01% | No change | 660 | $46K |
| Trust Co. of Vermont | 0.00% | No change | 535 | $37K |
| Dorato Capital Management | 0.03% | — | 525 | $37K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +653.2% | 467 | $33K |
| Summit Securities Group LLC | 0.01% | Reduce -20.1% | 453 | $32K |
| Johnson Financial Group, Inc. | 0.00% | No change | 443 | $31K |
| MidFirst Bank | 0.00% | — | 438 | $31K |
| BankPlus Trust Department | 0.01% | No change | 430 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $29K |
| WPG Advisers, LLC | 0.02% | Reduce -17.6% | 418 | $29K |
| DV Equities, LLC | 0.01% | — | 417 | $29K |
| Elyxium Wealth, LLC | 0.01% | New | 416 | $29K |
| CNB Bank | 0.01% | No change | 413 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 413 | $29K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 405 | $28K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $28K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -20.0% | 387 | $27K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 370 | $26K |
| Root Financial Partners, LLC | 0.00% | Add +9.5% | 358 | $25K |
| Ransom Advisory, Ltd | 0.01% | Add +30.3% | 357 | $25K |
| HM Payson & Co. | 0.00% | No change | 356 | $25K |
| First Horizon Corp. | 0.00% | No change | 356 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +84.4% | 343 | $25K |
| Ancora Advisors LLC | 0.00% | Add +3410.0% | 351 | $25K |
| SJS Investment Consulting Inc. | 0.00% | Add +6.1% | 350 | $24K |
| New Age Alpha Advisors, LLC | 0.00% | Add +234.0% | 344 | $24K |
| Strategic Advocates LLC | 0.01% | No change | 329 | $23K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +6.8% | 332 | $23K |
| MV Capital Management, Inc. | 0.00% | No change | 318 | $22K |
| Hilltop National Bank | 0.01% | No change | 300 | $21K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $21K |
| Optiver Holding B.V. | 0.00% | New | 290 | $20K |
| Harbor Investment Advisory, LLC | 0.00% | New | 283 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Add +869.0% | 281 | $20K |
| Elequin Capital, LP | 0.00% | New | 259 | $18K |
| Westside Investment Management, Inc. | 0.00% | Add +5.8% | 256 | $18K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | New | 246 | $17K |
| Nemes Rush Group LLC | 0.00% | Add +13.0% | 244 | $17K |
| United Community Bank | 0.01% | New | 235 | $16K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 221 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $14K |
| Centerpoint Advisors, LLC | 0.00% | Add +576.7% | 203 | $14K |
| Tsfg, LLC | 0.00% | No change | 200 | $14K |
| Eastern Bank | 0.00% | Reduce -3.9% | 200 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +40.1% | 192 | $13K |
| ORG Partners LLC | 0.00% | Reduce -20.4% | 187 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 190 | $13K |
| Fortitude Family Office, LLC | 0.00% | Reduce -9.8% | 174 | $12K |
| 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% | 167 | $12K |
| Atwood & Palmer Inc. | 0.00% | No change | 160 | $11K |
| Prosperity Bancshares Inc | 0.01% | — | 152 | $11K |
| DV Trading LLC | 0.00% | — | 151 | $11K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -23.1% | 150 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.5% | 149 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 147 | $10K |
| DT Investment Partners, LLC | 0.00% | No change | 145 | $10K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 145 | $10K |
| Meeder Asset Management Inc. | 0.00% | Reduce -2.7% | 143 | $10K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 130 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 129 | $9K |
| Aspect Partners, LLC | 0.00% | No change | 126 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 122 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 121 | $8K |
| True Wealth Design, LLC | 0.00% | Reduce -4.8% | 120 | $8K |
| Cornerstone Financial Management LLC | 0.01% | — | 111 | $8K |
| Leonteq Securities AG | 0.00% | No change | 108 | $8K |
| SouthState Bank Corp | 0.00% | Add +117.0% | 102 | $7K |
| Navigoe, LLC | 0.00% | No change | 109 | $7K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Reduce -72.3% | 102 | $7K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.2% | 91 | $7K |
| Ares Financial Consulting, LLC | 0.01% | — | 93 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $6K |
| Sachetta, LLC | 0.00% | No change | 91 | $6K |
| Lodestone Wealth Management LLC | 0.00% | New | 87 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 86 | $6K |
| Cygnus Capital Advisors, LLC | 0.00% | — | 92 | $6K |
| Avion Wealth | 0.00% | Add +15.1% | 99 | $6K |
| Alerus Financial NA | 0.00% | No change | 84 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +31.8% | 83 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 80 | $6K |
| Fairman Group, LLC | 0.00% | New | 78 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 77 | $5K |
| City State Bank | 0.00% | Add +16.9% | 76 | $5K |
| American National Bank & Trust | 0.00% | New | 74 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 73 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 75 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 71 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -9.1% | 70 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +42.5% | 67 | $5K |
| S&T Bank | 0.00% | Add +725.0% | 66 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -37.1% | 66 | $5K |
| Country Trust Bank | 0.00% | No change | 66 | $5K |
| Howard Hughes Medical Institute | 0.00% | Add +1.6% | 65 | $5K |
| Old Second National Bank of Aurora | 0.00% | New | 60 | $4K |
| J.Safra Asset Management Corp | 0.00% | New | 60 | $4K |
| Birchbrook, Inc. | 0.00% | No change | 58 | $4K |
| Turning Point Benefit Group, Inc. | 0.00% | Add +1833.3% | 58 | $4K |
| Clayton Financial Group LLC | 0.00% | New | 53 | $4K |
| TD Capital Management LLC | 0.00% | No change | 52 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 51 | $4K |
| Pittenger & Anderson Inc. | 0.00% | No change | 51 | $4K |
| Essential Partners LLC | 0.00% | Reduce -9.1% | 50 | $4K |
| SBI Securities Co., Ltd. | 0.00% | No change | 50 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +6.7% | 48 | $3K |
| Key Financial Inc | 0.00% | No change | 46 | $3K |
| Financial Consulate, Inc. | 0.00% | No change | 45 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 44 | $3K |
| CENTRAL TRUST Co | 0.00% | Add +2.3% | 44 | $3K |
| Kilter Group LLC | 0.00% | Add +68.0% | 42 | $3K |
| IMG Wealth Management, Inc. | 0.00% | New | 42 | $3K |
| North Star Investment Management Corp. | 0.00% | Add +500.0% | 42 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 38 | $3K |
| Rossby Financial, LCC | 0.00% | Reduce -83.9% | 38 | $3K |
| HighMark Wealth Management LLC | 0.00% | Reduce -50.7% | 36 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -37.5% | 35 | $2K |
| Asset Dedication, LLC | 0.00% | New | 34 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 33 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Add +128.6% | 32 | $2K |
| Monetary Solutions, Ltd | 0.00% | — | 30 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 29 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 39 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +133.3% | 28 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +12.5% | 27 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -6.9% | 27 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +52.9% | 26 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 25 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 20 | $1K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -44.1% | 19 | $1K |
| Sunrise Financial Services, LLC | 0.00% | — | 18 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 18 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 18 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 17 | $1K |
| Greenline Wealth Management LLC | 0.00% | — | 16 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Penserra Capital Management LLC | 0.00% | No change | 27 | $1K |
| ROSS\JOHNSON & Associates LLC | 0.02% | Add +180.0% | 14 | $979 |
| 1015 Capital Partners, LLC | 0.00% | — | 14 | $979 |
| Nova Wealth Management, Inc. | 0.00% | No change | 14 | $979 |
| Golden State Wealth Management, LLC | 0.00% | New | 14 | $979 |
| Financial Management Professionals, Inc. | 0.00% | Add +30.0% | 13 | $909 |
| WestEnd Advisors, LLC | 0.00% | No change | 13 | $909 |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $840 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 11 | $769 |
| Whipplewood Advisors, LLC | 0.00% | New | 11 | $769 |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 10 | $715 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $700 |
| Nvwm, LLC | 0.00% | No change | 10 | $699 |
| Creative Financial Designs Inc. | 0.00% | No change | 10 | $699 |
| Winnacle Wealth LLC | 0.00% | No change | 9 | $630 |
| Optima Capital LLC | 0.00% | New | 9 | $629 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $629 |
| Activest Wealth Management | 0.00% | Reduce -40.0% | 9 | $629 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -11.1% | 8 | $560 |
| American Capital Advisory, LLC | 0.00% | No change | 8 | $560 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -11.1% | 8 | $560 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -57.9% | 8 | $560 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $559 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 8 | $539 |
| Davis Capital Management | 0.00% | Add +133.3% | 7 | $490 |
| Stone House Investment Management, LLC | 0.00% | No change | 7 | $490 |
| AdvisorNet Financial, Inc | 0.00% | No change | 7 | $490 |
| Bogart Wealth, LLC | 0.00% | New | 7 | $490 |
| Key Capital Management, INC | 0.00% | — | 6 | $420 |
| Seneschal Advisors, LLC | 0.00% | Add +50.0% | 6 | $420 |
| Retirement Wealth Solutions LLC | 0.00% | Add +20.0% | 6 | $420 |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 6 | $420 |
| NorthAvenue LLC | 0.00% | — | 5 | $350 |
| Redwood Park Advisors LLC | 0.00% | No change | 5 | $350 |
| SHP Wealth Management | 0.00% | — | 5 | $331 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 4 | $280 |
| Clark Wealth Partners | 0.00% | No change | 4 | $280 |
| McGuire Capital Advisors Inc. | 0.00% | — | 3 | $210 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $210 |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 1 | $70 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $70 |
| Abound Wealth Management | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.