CMS EnergyCMS
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 802 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, unchanged from Q4 2025. 90 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($2.6B), Vanguard Capital Management LLC ($1.5B) and Vanguard Portfolio Management LLC ($1.5B). 8 famous investors held it, including George Soros (1.5% of Soros Fund Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $86.8M |
| Exits | 90 | $212.1M |
All 13F filers, Q4 2025 → Q1 2026: 24,345,838 shares bought and 16,843,755 shares sold, net +7,502,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 802 holders
| BlackRock, Inc. | 0.05% | Add +2.9% | 33,563,574 | $2.6B |
| Vanguard Capital Management LLC | 0.04% | — | 19,877,297 | $1.5B |
| Vanguard Portfolio Management LLC | 0.08% | — | 18,793,345 | $1.5B |
| State Street Corp. | 0.05% | Add +1.8% | 18,099,033 | $1.4B |
| JPMorgan Chase & Co. | 0.08% | Reduce -5.2% | 15,839,684 | $1.2B |
| Geode Capital Management, LLC | 0.04% | Add +2.5% | 8,528,153 | $659.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.58% | Add +17.0% | 8,135,227 | $631.1M |
| Massachusetts Financial Services Co. | 0.21% | Reduce -7.8% | 7,630,373 | $614.3M |
| Deutsche Bank AG | 0.20% | Add +6.8% | 7,745,314 | $600.9M |
| Invesco Ltd. | 0.06% | Add +2.2% | 7,645,197 | $593.1M |
| Victory Capital Management Inc. | 0.34% | Reduce -7.4% | 6,839,262 | $530.6M |
| Wellington Management Group LLP | 0.10% | Add +13011.5% | 6,655,944 | $516.4M |
| Wells Fargo & Company | 0.08% | Reduce -3.6% | 5,422,074 | $420.6M |
| Ameriprise Financial Inc. | 0.09% | Add +0.7% | 4,930,577 | $382.7M |
| Goldman Sachs Group Inc. | 0.05% | Add +16.8% | 4,778,533 | $370.7M |
| Morgan Stanley | 0.02% | Add +2.2% | 4,713,999 | $365.7M |
| GQG Partners LLC | 0.54% | Reduce -2.4% | 4,412,573 | $342.3M |
| Pictet Asset Management Holding SA | 0.34% | Add +16.7% | 4,166,815 | $323.3M |
| Bank of America Corp. | 0.02% | Add +7.8% | 3,668,532 | $284.6M |
| Lord, Abbett & Co. LLC | 0.88% | Reduce -0.8% | 3,308,716 | $256.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -0.9% | 3,108,854 | $241.2M |
| FIL Ltd | 0.18% | Add +0.8% | 3,036,193 | $235.5M |
| Barclays PLC | 0.08% | Add +368.8% | 2,995,363 | $232.4M |
| Northern Trust Corp. | 0.03% | Reduce -3.2% | 2,725,167 | $211.4M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -27.6% | 2,595,975 | $201.4M |
| Legal & General Group Plc | 0.05% | Reduce -2.6% | 2,584,329 | $200.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -4.9% | 2,534,689 | $196.6M |
| Reaves W H & Co. Inc. | 2.72% | Add +1.3% | 2,114,254 | $164.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.4% | 2,055,456 | $159.5M |
| Magellan Asset Management Ltd | 2.03% | Add +698.7% | 2,019,954 | $156.7M |
| Parnassus Investments, LLC | 0.44% | Add +32.6% | 1,953,213 | $151.5M |
| UBS Group AG | 0.03% | Add +62.3% | 1,886,071 | $146.3M |
| Franklin Resources Inc. | 0.03% | Reduce -6.2% | 1,759,778 | $136.5M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 1,723,706 | $133.7M |
| Jennison Associates LLC | 0.08% | Reduce -2.0% | 1,587,659 | $123.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.3% | 1,581,115 | $122.7M |
| Amundi | 0.03% | Reduce -4.0% | 1,577,783 | $122.4M |
| Duff & Phelps Investment Management Co. | 1.17% | No change | 1,453,667 | $112.8M |
| Nomura Asset Management International Inc. | 0.19% | Reduce -32.6% | 1,448,350 | $112.4M |
| DekaBank Deutsche Girozentrale | 0.17% | No change | 1,333,955 | $105.2M |
| CBRE Investment Management Listed Real Assets LLC | 1.54% | Reduce -10.0% | 1,332,742 | $103.4M |
| iA Global Asset Management Inc. | 1.45% | No change | 1,323,167 | $102.7M |
| FMR LLC | 0.00% | Add +18.2% | 1,154,089 | $89.5M |
| Soroban Capital Partners LP | 0.59% | No change | 1,058,781 | $82.1M |
| Bahl & Gaynor LLC | 0.41% | Add +15.5% | 1,044,889 | $81.1M |
| Soros Fund Management | 1.48% | Reduce -6.5% | 1,034,397 | $80.2M |
| Qube Research & Technologies Ltd | 0.11% | Reduce -31.5% | 1,030,439 | $79.9M |
| Vaughan Nelson Investment Management, L.P. | 0.80% | Add +28.6% | 1,023,324 | $79.4M |
| Royal Bank of Canada | 0.01% | Reduce -9.3% | 1,013,282 | $78.6M |
| Nuveen, LLC | 0.02% | Reduce -9.4% | 990,210 | $76.8M |
| First Trust Advisors LP | 0.05% | Reduce -12.4% | 947,185 | $73.5M |
| Aviva PLC | 0.12% | Add +8.4% | 936,029 | $72.6M |
| Aberdeen Group plc | 0.11% | Add +4.2% | 914,388 | $70.9M |
| UniSuper Management Pty Ltd | 0.46% | Add +0.9% | 909,073 | $70.5M |
| Swiss National Bank | 0.04% | Add +8.9% | 893,100 | $69.3M |
| TD Asset Management Inc | 0.05% | Reduce -5.9% | 809,961 | $62.8M |
| AQR Capital Management | 0.03% | Add +18.7% | 798,457 | $61.3M |
| Energy Income Partners, LLC | 0.97% | Add +7.3% | 774,053 | $60.1M |
| SG Americas Securities, LLC | 0.06% | Add +119.2% | 736,195 | $57.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -4.3% | 706,974 | $54.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +9.0% | 691,101 | $53.6M |
| Vanguard Global Advisers, LLC | 0.03% | — | 667,124 | $51.8M |
| ING Groep NV | 0.31% | Reduce -48.0% | 657,619 | $51.0M |
| Rhumbline Advisers | 0.04% | Reduce -3.0% | 652,364 | $50.6M |
| California Public Employees Retirement System | 0.03% | Reduce -16.9% | 633,281 | $49.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | Add +497.2% | 624,253 | $48.4M |
| Bank of Montreal | 0.02% | Add +4.0% | 587,587 | $45.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | — | 586,703 | $45.5M |
| Rockefeller Capital Management L.P. | 0.08% | Add +5.3% | 585,345 | $45.4M |
| BNP Paribas Financial Markets | 0.03% | Add +1.1% | 576,965 | $44.8M |
| Miller Howard Investments Inc. | 1.19% | Reduce -2.5% | 563,102 | $43.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.21% | Reduce -5.5% | 537,889 | $41.7M |
| Fisher Funds Management LTD | 1.20% | Add +3.4% | 525,747 | $40.8M |
| Partners Group Holding AG | 2.85% | Reduce -0.2% | 497,291 | $38.6M |
| HSBC Holdings PLC | 0.02% | Reduce -32.8% | 490,194 | $38.0M |
| Balyasny Asset Management L.P. | 0.08% | Add +7821.2% | 478,520 | $37.1M |
| LPL Financial LLC | 0.01% | Add +3.9% | 458,003 | $35.5M |
| Yaupon Capital Management LP | 1.73% | New | 452,563 | $35.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.4% | 448,016 | $34.8M |
| STRS Ohio | 0.14% | Reduce 0.0% | 441,239 | $34.2M |
| Janus Henderson Group PLC | 0.02% | Reduce -16.8% | 434,950 | $33.7M |
| RWC Asset Management LLP | 1.49% | Reduce -3.5% | 424,309 | $32.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.0% | 412,235 | $32.0M |
| Quantinno Capital Management LP | 0.05% | Add +53.5% | 408,213 | $31.7M |
| 1832 Asset Management L.P. | 0.04% | Add +0.1% | 405,712 | $31.5M |
| ExodusPoint Capital Management, LP | 0.31% | Reduce -57.7% | 404,248 | $31.4M |
| M&T Bank Corp | 0.10% | Reduce -2.4% | 402,239 | $31.2M |
| Voloridge Investment Management, LLC | 0.12% | Add +329.0% | 401,012 | $31.1M |
| Cidel Asset Management Inc. | 1.69% | Add +16.5% | 398,132 | $30.9M |
| Citigroup Inc. | 0.02% | Reduce -27.2% | 386,728 | $30.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Reduce -2.2% | 385,183 | $29.9M |
| Truist Financial Corp. | 0.04% | Reduce -21.9% | 376,855 | $29.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +90.0% | 373,588 | $29.0M |
| Raymond James Financial Inc. | 0.01% | Add +9.0% | 371,555 | $28.8M |
| Bank of Nova Scotia | 0.05% | Reduce -40.4% | 365,496 | $28.4M |
| Brookfield Corp | 0.04% | Add +752.1% | 362,641 | $28.1M |
| US Bancorp \de | 0.03% | Reduce -1.3% | 360,707 | $28.0M |
| California State Teachers Retirement System | 0.03% | Reduce -1.2% | 352,163 | $27.3M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -4.1% | 323,129 | $25.2M |
| Schroder Investment Management Group | 0.02% | Add +0.5% | 324,902 | $25.1M |
| Public Employees Retirement Association of Colorado | 0.10% | Reduce -22.2% | 320,537 | $24.9M |
| CIBC Asset Management Inc | 0.06% | Add +2.2% | 316,693 | $24.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.6% | 342,867 | $24.0M |
| Vanguard Investments Australia, Ltd. | 0.07% | — | 295,856 | $23.0M |
| Avalon Trust Co | 1.57% | Add +0.4% | 293,359 | $22.8M |
| Covea Finance | 0.80% | Add +26.4% | 293,100 | $22.7M |
| AE Wealth Management LLC | 0.12% | Add +14.8% | 290,135 | $22.5M |
| Artemis Investment Management LLP | 0.23% | Add +63.9% | 282,753 | $21.9M |
| Millennium Management | 0.02% | Reduce -68.8% | 281,032 | $21.8M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -8.5% | 278,477 | $21.6M |
| Natixis Advisors, LLC | 0.03% | Add +49.7% | 278,258 | $21.6M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 256,447 | $19.9M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -17.5% | 252,695 | $19.6M |
| American Century Companies Inc. | 0.01% | Add +127.5% | 246,349 | $19.1M |
| APG Asset Management N.V. | 0.06% | Reduce -5.2% | 271,474 | $18.3M |
| Prudential Financial Inc. | 0.02% | Reduce -68.2% | 232,875 | $18.1M |
| Neuberger Berman Group LLC | 0.01% | Add +767.1% | 227,773 | $17.7M |
| Tortoise Capital Advisors, L.L.C. | 0.18% | Add +3.3% | 223,947 | $17.4M |
| Hudson Bay Capital Management LP | 0.12% | Reduce -1.9% | 221,496 | $17.2M |
| Verbena Value LP | 2.79% | Reduce -23.3% | 219,500 | $17.0M |
| Man Group plc | 0.04% | Add +109.3% | 218,987 | $17.0M |
| Tredje AP-fonden | 0.09% | Add +14.9% | 210,875 | $16.4M |
| Korea Investment CORP | 0.03% | Add +47.4% | 209,785 | $16.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -5.1% | 205,321 | $15.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.4% | 204,396 | $15.9M |
| D. E. Shaw & Co. | 0.01% | Add +104.0% | 203,828 | $15.8M |
| Macquarie Group Ltd. | 0.09% | Reduce -4.3% | 196,067 | $15.2M |
| Wealthfront Advisers LLC | 0.03% | Add +11.2% | 192,795 | $15.0M |
| Keybank National Association | 0.05% | Reduce -4.5% | 192,154 | $14.9M |
| Gabelli Funds LLC | 0.10% | No change | 189,617 | $14.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +1.9% | 188,641 | $14.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +0.3% | 188,108 | $14.6M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -6.7% | 184,945 | $14.3M |
| Asset Management One Co., Ltd. | 0.04% | Add +1.2% | 178,841 | $13.9M |
| Van Eck Associates Corp. | 0.01% | Add +47.5% | 178,569 | $13.9M |
| Epoch Investment Partners, Inc. | 0.08% | Reduce -3.2% | 175,763 | $13.6M |
| State of Wisconsin Investment Board | 0.03% | Add +2.9% | 175,350 | $13.6M |
| National Bank of Canada | 0.01% | Reduce -7.7% | 169,423 | $13.1M |
| Worldquant Millennium Advisors LLC | 0.05% | Reduce -16.0% | 169,222 | $13.1M |
| DNB Asset Management AS | 0.05% | Add +4.1% | 168,389 | $13.1M |
| OMERS ADMINISTRATION Corp | 0.08% | Add +1.8% | 165,939 | $12.9M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -0.2% | 164,240 | $12.7M |
| Mattern Capital Management, LLC | 1.48% | Add +32.3% | 159,660 | $12.4M |
| Trillium Asset Management, LLC | 0.41% | Add +2.3% | 154,645 | $12.4M |
| Fifth Third Bancorp | 0.02% | Add +313.6% | 156,210 | $12.1M |
| Bruce & Co., Inc. | 3.46% | No change | 156,000 | $12.1M |
| Corient Private Wealth LP | 0.02% | Add +168.8% | 156,222 | $11.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -3.0% | 153,234 | $11.9M |
| Tidal Investments LLC | 0.04% | Add +6.1% | 151,549 | $11.8M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -2.2% | 150,955 | $11.7M |
| State of Tennessee, Department of Treasury | 0.04% | Add +53.4% | 147,966 | $11.5M |
| Bokf, NA | 0.17% | Reduce -1.3% | 144,587 | $11.2M |
| Hennessy Advisors Inc. | 0.40% | Reduce -3.2% | 141,098 | $10.9M |
| Greenland Capital Management LP | 2.44% | Reduce -7.8% | 137,060 | $10.6M |
| MetLife Investment Management, LLC | 0.05% | Add +5.2% | 136,899 | $10.6M |
| Trexquant Investment LP | 0.07% | Add +143.4% | 133,399 | $10.3M |
| Aventail Capital Group, LP | 0.50% | Reduce -42.0% | 132,732 | $10.3M |
| Treasurer of the State of North Carolina | 0.03% | Add +2.2% | 129,566 | $10.1M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +5.4% | 127,197 | $9.9M |
| New York State Common Retirement Fund | 0.01% | Add +2.4% | 126,543 | $9.8M |
| Nomura Holdings Inc. | 0.08% | Reduce -19.9% | 125,422 | $9.7M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +3.3% | 124,651 | $9.7M |
| Squarepoint Ops LLC | 0.02% | Add +1422.5% | 123,478 | $9.6M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +4.4% | 119,266 | $9.3M |
| Illinois Municipal Retirement Fund | 0.12% | Add +151.0% | 118,565 | $9.2M |
| Toronto Dominion Bank | 0.02% | Reduce -67.0% | 117,647 | $9.1M |
| Howe & Rusling Inc. | 0.58% | Add +0.5% | 114,599 | $8.9M |
| Brasada Capital Management, LP | 1.63% | Reduce -2.5% | 112,992 | $8.9M |
| Mn Services Vermogensbeheer B.V. | 0.06% | No change | 113,530 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 107,541 | $8.3M |
| Caisse de depot et placement du Quebec | 0.01% | New | 107,180 | $8.3M |
| Nicholas Company, Inc. | 0.16% | Reduce -32.6% | 102,465 | $7.9M |
| Creative Planning | 0.01% | Add +28.2% | 101,950 | $7.9M |
| Holocene Advisors, LP | 0.02% | Add +591.0% | 101,269 | $7.9M |
| Teacher Retirement System of Texas | 0.03% | Add +902.6% | 99,257 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.3% | 96,709 | $7.5M |
| Daiwa Securities Group Inc. | 0.02% | Add +3.8% | 93,968 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +11.2% | 93,777 | $7.3M |
| Assetmark, Inc. | 0.01% | Reduce -12.8% | 92,605 | $7.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -20.1% | 92,565 | $7.2M |
| Eurizon Capital SGR S.p.A. | 0.02% | Add +132.3% | 91,100 | $7.1M |
| ASR Vermogensbeheer N.V. | 0.08% | Add +4.5% | 90,859 | $7.0M |
| Verition Fund Management LLC | 0.07% | Reduce -73.8% | 88,543 | $6.9M |
| Sei Investments Co. | 0.01% | Reduce -1.5% | 87,818 | $6.8M |
| Public Sector Pension Investment Board | 0.02% | Reduce -48.8% | 87,207 | $6.8M |
| NewSquare Capital LLC | 0.59% | Reduce -2.1% | 86,611 | $6.7M |
| First American Bank | 0.42% | Add +1.7% | 86,023 | $6.7M |
| Citadel Advisors | 0.00% | Reduce -95.1% | 85,557 | $6.6M |
| CIBC Bancorp USA Inc. | 0.01% | — | 85,149 | $6.6M |
| Gotham Asset Management | 0.02% | Add +131.1% | 84,308 | $6.5M |
| Czech National Bank | 0.04% | Add +4.0% | 83,452 | $6.5M |
| Arizona State Retirement System | 0.04% | Add +0.8% | 82,722 | $6.4M |
| Intact Investment Management Inc. | 0.18% | Reduce -1.2% | 80,700 | $6.3M |
| New England Asset Management Inc. | 0.82% | Reduce -3.9% | 80,210 | $6.2M |
| State of Michigan Retirement System | 0.03% | Add +0.4% | 79,999 | $6.2M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -5.9% | 75,542 | $5.9M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 75,497 | $5.9M |
| &partners | 0.03% | Reduce -5.8% | 75,476 | $5.9M |
| BTG Pactual Asset Management US LLC | 0.54% | New | 70,873 | $5.5M |
| Summit Global Investments | 0.32% | Reduce -8.8% | 70,243 | $5.4M |
| Guggenheim Capital LLC | 0.04% | Add +9.9% | 69,434 | $5.4M |
| SilverOak Wealth Management LLC | 0.84% | No change | 68,825 | $5.3M |
| IFM Investors Pty Ltd | 0.04% | Reduce -0.4% | 67,017 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +1014.6% | 66,719 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.6% | 65,544 | $5.1M |
| Retirement Systems of Alabama | 0.02% | Add +0.5% | 65,070 | $5.0M |
| Voya Investment Management LLC | 0.01% | Reduce -16.6% | 64,146 | $5.0M |
| Vestcor Inc | 0.14% | Add +66.7% | 63,675 | $4.9M |
| Lombard Odier Asset Management (Europe) Ltd | 0.40% | Add +23.3% | 62,589 | $4.9M |
| Benjamin Edwards Inc. | 0.05% | Add +2.0% | 62,480 | $4.8M |
| Daiichi Life Insurance Co., Ltd. | 0.14% | Add +0.2% | 60,707 | $4.7M |
| Captrust Financial Advisors | 0.01% | Add +6.6% | 60,247 | $4.7M |
| Capitolis Liquid Global Markets LLC | 0.03% | — | 60,215 | $4.7M |
| Canada Post Corp Registered Pension Plan | 0.19% | No change | 60,069 | $4.7M |
| Woodline Partners LP | 0.02% | Add +15.6% | 59,936 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -19.6% | 59,044 | $4.6M |
| Amalgamated Bank | 0.03% | Add +3.2% | 58,087 | $4.5M |
| Xponance LLC | 0.03% | Add +14.4% | 57,086 | $4.4M |
| Martingale Asset Management L P | 0.11% | Add +25.8% | 56,311 | $4.4M |
| Agf Management Ltd. | 0.02% | Add +16.4% | 55,981 | $4.3M |
| Entropy Technologies, LP | 0.19% | Add +526.3% | 54,041 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.3% | 53,716 | $4.2M |
| Campbell & CO Investment Adviser LLC | 0.23% | New | 51,573 | $4.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +2.9% | 50,931 | $4.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +39.9% | 50,588 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.5% | 50,369 | $3.9M |
| Utah Retirement Systems | 0.04% | No change | 49,262 | $3.8M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Add +17.9% | 49,074 | $3.8M |
| LBP Am SA | 0.05% | New | 48,268 | $3.7M |
| Glenmede Trust Co. NA | 0.02% | Add +13.3% | 47,417 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.2% | 47,098 | $3.7M |
| ProShare Advisors LLC | 0.01% | Reduce -18.9% | 46,938 | $3.6M |
| Mariner, LLC | 0.00% | Add +14.3% | 46,560 | $3.6M |
| Inspire Investing, LLC | 0.21% | Add +37.3% | 46,495 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -10.8% | 46,181 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.4% | 45,739 | $3.5M |
| NEOS Investment Management LLC | 0.02% | Add +6.3% | 45,622 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +1.8% | 45,340 | $3.5M |
| Rakuten Investment Management, Inc. | 0.01% | Add +13.9% | 45,371 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.3% | 43,141 | $3.3M |
| New York Life Investment Management LLC | 0.03% | Add +2.0% | 42,475 | $3.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -20.9% | 41,942 | $3.3M |
| Hilton Capital Management, LLC | 0.24% | Add +39.8% | 41,033 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +25.0% | 40,549 | $3.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.2% | 39,927 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.6% | 39,539 | $3.1M |
| USS Investment Management Ltd | 0.01% | Add +19.6% | 39,209 | $3.0M |
| Landscape Capital Management, L.L.C. | 0.19% | Add +258.6% | 38,722 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.4% | 38,048 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +15.3% | 38,422 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -6.5% | 38,256 | $3.0M |
| Graham Capital Management, L.P. | 0.13% | Reduce -67.8% | 38,184 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.4% | 37,189 | $2.9M |
| Focus Partners Wealth | 0.00% | Reduce -6.0% | 36,800 | $2.9M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +0.6% | 36,713 | $2.8M |
| Intech Investment Management LLC | 0.03% | Reduce -37.8% | 36,236 | $2.8M |
| SummitTX Capital, L.P. | 0.09% | Reduce -51.1% | 35,643 | $2.8M |
| Bridgewater Associates | 0.01% | Reduce -46.1% | 35,626 | $2.8M |
| OP Asset Management Ltd | 0.03% | Reduce -6.5% | 35,504 | $2.8M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.9% | 35,129 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 34,869 | $2.7M |
| Sigma Planning Corp | 0.07% | Add +2.9% | 34,372 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -33.8% | 32,898 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.3% | 32,585 | $2.5M |
| Parr McKnight Wealth Management Group, LLC | 0.33% | Reduce -3.9% | 32,517 | $2.5M |
| HB Wealth Management, LLC | 0.02% | Add +13.2% | 32,316 | $2.5M |
| Vinva Investment Management Ltd | 0.03% | Reduce -8.8% | 32,469 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +16.5% | 31,786 | $2.5M |
| Pacer Advisors, Inc. | 0.01% | Reduce -20.2% | 31,402 | $2.4M |
| Gateway Investment Advisers LLC | 0.03% | Add +28.0% | 31,361 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Add +2.9% | 31,052 | $2.4M |
| Siemens Fonds Invest GmbH | 0.13% | Add +0.9% | 30,223 | $2.3M |
| Allstate Corp. | 0.02% | Add +48.4% | 29,741 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.8% | 29,576 | $2.3M |
| Cerity Partners LLC | 0.00% | Reduce -8.8% | 29,467 | $2.3M |
| Banque Pictet & Cie SA | 0.03% | New | 29,328 | $2.3M |
| KBC Group NV | 0.01% | Add +6.9% | 28,993 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.5% | 28,488 | $2.2M |
| Cibc World Market Inc. | 0.00% | Add +11.8% | 28,280 | $2.2M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.0% | 27,518 | $2.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -92.5% | 27,177 | $2.1M |
| Credit Agricole S A | 0.01% | Reduce -77.5% | 26,859 | $2.1M |
| Advisors Asset Management, Inc. | 0.03% | Add +11.5% | 26,687 | $2.1M |
| WealthTrust Axiom LLC | 0.50% | No change | 26,400 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 26,328 | $2.0M |
| Nicholson Wealth Management Group, LLC | 1.16% | Add +2.7% | 25,652 | $2.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | New | 25,400 | $2.0M |
| GAMCO Investors | 0.02% | Add +0.0% | 25,202 | $2.0M |
| National Pension Service | 0.00% | Add +76.6% | 24,966 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -26.0% | 24,796 | $1.9M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -3.0% | 24,721 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 24,471 | $1.9M |
| Ramirez Asset Management, Inc. | 0.22% | Reduce -0.4% | 24,114 | $1.9M |
| First American Trust, FSB | 0.13% | Reduce -81.3% | 23,945 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.04% | Add +64.3% | 23,723 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Add +46.4% | 23,589 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,418 | $1.8M |
| Spirit of America Management Corp. | 0.35% | Add +6.0% | 23,000 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +85.8% | 22,466 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.6% | 22,073 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +1.3% | 21,972 | $1.7M |
| Investment Management Corp of Ontario | 0.02% | Add +7.4% | 21,764 | $1.7M |
| Pinebridge Investments LLC | 0.01% | Add +35.3% | 21,749 | $1.7M |
| Mather Group, Llc. | 0.02% | Reduce -15.0% | 21,683 | $1.7M |
| Cwm, LLC | 0.00% | Add +33.2% | 21,594 | $1.7M |
| Machina Capital S.A.S. | 0.33% | Reduce -38.2% | 21,558 | $1.7M |
| Blue Sparrow, LLC | 0.03% | New | 21,520 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 21,486 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | Add +203.0% | 20,831 | $1.6M |
| XTX Topco Ltd | 0.03% | Add +233.6% | 20,624 | $1.6M |
| Oak Thistle LLC | 0.15% | Reduce -61.0% | 20,567 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | Add +1739.7% | 20,402 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -1.3% | 20,346 | $1.6M |
| Norinchukin Bank, The | 0.02% | Add +1.3% | 20,173 | $1.6M |
| Blue Water Asset Management | 0.54% | Add +0.2% | 20,073 | $1.6M |
| LeClair Wealth Partners LLC | 0.54% | New | 20,073 | $1.6M |
| Opus Investment Management Inc. | 0.93% | No change | 20,000 | $1.6M |
| Quadrature Capital Ltd | 0.02% | New | 19,850 | $1.5M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -14.4% | 19,805 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +1.6% | 19,496 | $1.5M |
| Cim, LLC | 0.22% | Reduce -0.7% | 19,429 | $1.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 18,972 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | Reduce -16.4% | 18,525 | $1.4M |
| Westpac Banking Corp. | 0.10% | New | 18,343 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +1.0% | 18,123 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.6% | 17,870 | $1.4M |
| Bleakley Financial Group, LLC | 0.02% | Add +4.4% | 17,800 | $1.4M |
| Alps Advisors Inc. | 0.01% | Add +6.9% | 17,535 | $1.4M |
| DRW Securities, LLC | 0.07% | New | 17,290 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -2.1% | 17,209 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -22.3% | 17,195 | $1.3M |
| Huntington National Bank | 0.01% | Reduce -0.7% | 17,165 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | New | 17,143 | $1.3M |
| Brooklyn Investment Group | 0.04% | Add +62.8% | 17,138 | $1.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +474.4% | 17,038 | $1.3M |
| Nordea Investment Management AB | 0.00% | Add +3.0% | 17,218 | $1.3M |
| Fideuram Asset Management (Ireland) dac | 0.17% | Add +1466.7% | 18,299 | $1.3M |
| Ascent Group, LLC | 0.05% | Reduce -24.0% | 16,798 | $1.3M |
| Portfolio Design Labs, LLC | 0.23% | Reduce -31.4% | 16,708 | $1.3M |
| Danske Bank A/S | 0.00% | Add +55.7% | 16,500 | $1.3M |
| Ofi Invest Asset Management | 0.02% | Add +74.0% | 16,048 | $1.2M |
| Tounjian Advisory Partners, LLC | 0.44% | Add +1.8% | 15,626 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.7% | 15,600 | $1.2M |
| RIA Advisory Group LLC | 0.29% | Add +10.6% | 15,401 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 15,369 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +0.6% | 15,162 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +8.7% | 15,153 | $1.2M |
| GAMMA Investing LLC | 0.05% | Add +5.6% | 15,150 | $1.2M |
| Royal London Asset Management Ltd. | 0.00% | No change | 14,846 | $1.2M |
| Mirador Capital Partners LP | 0.16% | Add +1.4% | 14,691 | $1.1M |
| Wbi Investments, LLC | 0.31% | New | 14,651 | $1.1M |
| Millington Securities, LLC | 0.31% | — | 14,651 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -12.7% | 14,591 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +8.7% | 14,258 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -0.3% | 13,995 | $1.1M |
| Meeder Advisory Services, Inc. | 0.05% | Add +16.6% | 13,888 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 13,810 | $1.1M |
| Empowered Funds, LLC | 0.01% | New | 13,258 | $1.0M |
| Vise Technologies, Inc. | 0.02% | No change | 14,243 | $996K |
| Chesley Taft & Associates LLC | 0.04% | No change | 12,831 | $995K |
| EntryPoint Capital, LLC | 0.29% | New | 12,697 | $985K |
| MUFG Securities EMEA plc | 0.01% | Add +0.7% | 12,562 | $975K |
| Braeburn Wealth Management LLC | 0.55% | Add +2.0% | 12,509 | $970K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.5% | 12,458 | $966K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -3.2% | 12,414 | $959K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Add +41.8% | 12,281 | $953K |
| Summit Financial, LLC | 0.01% | Reduce -1.5% | 12,203 | $947K |
| Icon Advisers Inc. | 0.22% | No change | 12,200 | $946K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 12,197 | $946K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 12,164 | $944K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.6% | 11,931 | $926K |
| Horizon Investments, LLC | 0.01% | Add +2.1% | 11,816 | $910K |
| LMR Partners LLP | 0.01% | Add +93.6% | 11,666 | $905K |
| Hantz Financial Services, Inc. | 0.01% | Add +22.5% | 11,599 | $900K |
| United Capital Financial Advisors, LLC | 0.01% | Add +25.9% | 11,465 | $889K |
| Saudi Central Bank | 0.02% | New | 11,233 | $871K |
| V-Square Quantitative Management LLC | 0.09% | Add +3.5% | 11,209 | $870K |
| MML Investors Services, LLC | 0.00% | Reduce -8.1% | 11,097 | $861K |
| Axq Capital, LP | 0.11% | New | 11,059 | $858K |
| Integrated Investment Consultants, LLC | 0.18% | Add +0.6% | 10,922 | $847K |
| Sumitomo Life Insurance Co. | 0.02% | Add +3.3% | 10,718 | $832K |
| Greenleaf Trust | 0.01% | Reduce -3.9% | 10,625 | $824K |
| Quadrant Capital Group LLC | 0.02% | Add +148.6% | 10,589 | $821K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.4% | 10,509 | $815K |
| Profund Advisors LLC | 0.03% | Reduce -30.8% | 10,454 | $811K |
| Centennial Wealth Advisory LLC | 0.20% | Add +6.8% | 10,397 | $807K |
| New Age Alpha Advisors, LLC | 0.04% | Add +2915.1% | 10,372 | $805K |
| BLB&B Advisors, LLC | 0.03% | Reduce -1.1% | 10,294 | $799K |
| SBI Okasan Asset Management Co.Ltd. | 0.03% | No change | 10,300 | $795K |
| Sterling Capital Management LLC | 0.02% | Reduce -43.1% | 10,200 | $791K |
| Ethic Inc. | 0.01% | Add +15.2% | 10,136 | $786K |
| Empirical Finance, LLC | 0.04% | Reduce -0.1% | 10,057 | $780K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +56.1% | 10,019 | $777K |
| Canton Hathaway, LLC | 0.16% | No change | 10,000 | $776K |
| Jmac Enterprises LLC | 0.15% | Add +47.1% | 10,000 | $776K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -15.8% | 9,901 | $768K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.8% | 9,804 | $761K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | New | 9,591 | $744K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 9,520 | $739K |
| Prudential PLC | 0.01% | No change | 9,471 | $735K |
| Bessemer Group Inc. | 0.00% | Add +9.8% | 9,325 | $723K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Add +0.4% | 9,284 | $720K |
| Commerce Bank | 0.00% | Add +1.2% | 9,006 | $699K |
| Finer Wealth Management, Inc. | 0.35% | No change | 9,000 | $698K |
| Amica Mutual Insurance Co. | 0.06% | No change | 9,002 | $698K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -21.2% | 8,956 | $695K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +1.3% | 8,761 | $680K |
| North Dakota State Investment Board | 0.03% | Reduce -14.3% | 8,747 | $679K |
| Foster & Motley Inc. | 0.04% | Add +0.1% | 8,742 | $678K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.03% | Reduce -3.6% | 8,674 | $673K |
| Metis Global Partners, LLC | 0.02% | Reduce -9.0% | 8,659 | $672K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 8,510 | $660K |
| Mufg Securities Americas Inc. | 0.04% | Add +3.4% | 8,479 | $658K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 8,461 | $656K |
| Whittier Trust Co. | 0.01% | Reduce -7.7% | 8,339 | $653K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.5% | 8,384 | $650K |
| Securian Asset Management, Inc. | 0.03% | No change | 8,257 | $641K |
| Blair William & Co. | 0.00% | Add +84.0% | 8,126 | $630K |
| Tobam | 0.16% | Reduce -29.9% | 7,886 | $612K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 7,828 | $607K |
| Boit C F David | 0.27% | No change | 7,800 | $605K |
| Callan Family Office, LLC | 0.01% | Add +0.1% | 7,760 | $602K |
| Moody National Bank Trust Division | 0.06% | Add +1.3% | 7,729 | $600K |
| Kentucky Retirement Systems | 0.04% | Add +17.6% | 21,961 | $588K |
| Wedmont Private Capital | 0.02% | Reduce -7.6% | 7,399 | $583K |
| Voleon Capital Management LP | 0.01% | Add +29.1% | 7,403 | $574K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -12.1% | 7,101 | $551K |
| Merit Financial Group, LLC | 0.00% | Add +29.4% | 7,092 | $550K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | Reduce -17.7% | 6,942 | $539K |
| Savant Capital, LLC | 0.00% | Reduce -12.9% | 6,694 | $519K |
| Signaturefd, LLC | 0.01% | Reduce -0.2% | 6,651 | $516K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.0% | 6,612 | $513K |
| Prospera Financial Services Inc | 0.01% | Add +2.9% | 6,603 | $513K |
| Apollon Wealth Management, LLC | 0.01% | Add +24.3% | 6,594 | $512K |
| Syon Capital LLC | 0.03% | Reduce -15.5% | 6,585 | $511K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.3% | 6,557 | $509K |
| Evolve Private Wealth, LLC | 0.03% | Add +19.8% | 6,523 | $506K |
| NewEdge Wealth, LLC | 0.01% | Reduce -25.3% | 6,484 | $503K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -12.8% | 6,430 | $499K |
| Engineers Gate Manager LP | 0.01% | Reduce -73.6% | 6,405 | $497K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.5% | 6,360 | $493K |
| GTS Securities LLC | 0.02% | Add +116.2% | 6,222 | $483K |
| Frank, Rimerman Advisors LLC | 0.03% | Reduce -0.9% | 6,194 | $481K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.0% | 6,114 | $474K |
| Segment Wealth Management, LLC | 0.03% | Reduce -8.2% | 6,018 | $467K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -14.3% | 6,000 | $465K |
| Accurate Wealth Management, LLC | 0.06% | Add +1.6% | 5,862 | $465K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,924 | $460K |
| Two Sigma Securities, LLC | 0.05% | Add +7.4% | 5,911 | $459K |
| Conning Inc. | 0.02% | Add +1.7% | 5,848 | $454K |
| Fulton Bank, N.A. | 0.02% | Add +6.1% | 5,813 | $451K |
| Bison Wealth, LLC | 0.04% | Add +10.1% | 6,188 | $451K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.1% | 5,712 | $443K |
| Financial Advisors Network, Inc. | 0.06% | Add +10.4% | 5,641 | $438K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.6% | 5,375 | $419K |
| Strategy Asset Managers LLC | 0.07% | Add +5.3% | 5,388 | $418K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.3% | 5,292 | $411K |
| Xcelsior Advisor Partners LLC | 0.16% | New | 5,287 | $410K |
| DAVENPORT & Co LLC | 0.00% | Add +6.6% | 5,117 | $397K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.4% | 5,095 | $395K |
| Belpointe Asset Management LLC | 0.01% | Reduce -1.2% | 5,089 | $395K |
| Chatham Capital Group, Inc. | 0.06% | No change | 5,032 | $390K |
| QRG Capital Management, Inc. | 0.00% | Reduce -24.7% | 5,010 | $389K |
| D.A. Davidson & Co. | 0.00% | New | 5,000 | $388K |
| Silverleafe Capital Partners, LLC | 0.12% | No change | 5,000 | $388K |
| Brown Brothers Harriman & Co. | 0.00% | Add +38.7% | 4,976 | $386K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -3.3% | 4,933 | $383K |
| TCW Group Inc. | 0.00% | Add +5.1% | 4,928 | $382K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.4% | 4,927 | $382K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -99.1% | 4,906 | $381K |
| Mirabella Financial Services LLP | 0.04% | New | 4,904 | $380K |
| Blue Trust, Inc. | 0.00% | Reduce -39.4% | 4,902 | $380K |
| Wedge Capital Management L L P | 0.01% | Reduce -43.8% | 4,853 | $376K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.7% | 4,842 | $376K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.8% | 4,760 | $369K |
| Alpine Woods Capital Investors, LLC | 0.09% | No change | 4,750 | $369K |
| International Private Wealth Advisors LLC | 0.22% | Add +9.8% | 4,697 | $364K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +3.9% | 4,596 | $357K |
| Aster Capital Management (DIFC) Ltd | 0.12% | Add +130.7% | 4,744 | $356K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -32.7% | 4,582 | $355K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,665 | $350K |
| Caprock Group, LLC | 0.01% | Reduce -65.5% | 4,506 | $350K |
| Evansbrook LLC | 0.23% | No change | 4,499 | $349K |
| Oxler Private Wealth LLC | 0.11% | Add +0.5% | 4,477 | $347K |
| Procyon Advisors, LLC | 0.02% | Add +19.3% | 4,469 | $347K |
| Inscription Capital, LLC | 0.04% | Add +6.7% | 4,417 | $343K |
| Trust Co of the South | 0.05% | No change | 4,404 | $342K |
| Arax Advisory Partners | 0.01% | Reduce -11.4% | 4,371 | $339K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | No change | 4,345 | $337K |
| Jump Financial, LLC | 0.01% | New | 4,332 | $336K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -91.6% | 4,307 | $334K |
| Carrera Capital Advisors | 0.05% | No change | 4,293 | $333K |
| Moment Partners, LLC | 0.06% | Reduce -0.5% | 4,221 | $327K |
| CX Institutional | 0.01% | Reduce -4.9% | 4,210 | $327K |
| Harbour Investments, Inc. | 0.01% | Add +54.4% | 4,214 | $327K |
| Panagora Asset Management Inc. | 0.00% | Reduce -68.8% | 4,211 | $327K |
| Frec Markets, Inc. | 0.06% | Add +44.5% | 4,206 | $326K |
| Zions Bancorporation, National Association | 0.02% | Reduce -46.2% | 4,201 | $326K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -0.1% | 4,123 | $320K |
| Parallel Advisors, LLC | 0.01% | Add +11.5% | 4,101 | $318K |
| Gradient Investments LLC | 0.00% | Add +0.1% | 4,012 | $311K |
| Mattson Financial Services, LLC | 0.07% | No change | 3,999 | $310K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 3,973 | $308K |
| Kera Capital Partners, Inc. | 0.04% | Add +5.5% | 3,934 | $305K |
| Norden Group LLC | 0.03% | Reduce -24.7% | 3,902 | $303K |
| Cresset Asset Management, LLC | 0.00% | New | 3,771 | $293K |
| Aventura Private Wealth, LLC | 0.11% | No change | 3,766 | $292K |
| Allworth Financial LP | 0.00% | Add +68.6% | 3,685 | $286K |
| Quarry LP | 0.06% | Reduce -27.5% | 3,685 | $286K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -5.7% | 3,616 | $281K |
| Trust Co. of Toledo NA | 0.03% | Add +0.1% | 3,538 | $274K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.9% | 3,526 | $274K |
| Financial Strategies Group, Inc. | 0.05% | Add +0.6% | 3,590 | $273K |
| Pointe Capital Management LLC | 0.14% | No change | 3,515 | $273K |
| Aprio Wealth Management, LLC | 0.01% | New | 3,487 | $271K |
| Waverly Advisors, LLC | 0.00% | New | 3,487 | $270K |
| Bridgefront Capital, LLC | 0.07% | Reduce -86.3% | 3,470 | $269K |
| Commerzbank Aktiengesellschaft | 0.01% | Reduce -3.3% | 3,450 | $268K |
| Daymark Wealth Partners, LLC | 0.01% | Add +16.8% | 3,450 | $268K |
| VeraBank, N.A. | 0.05% | No change | 3,400 | $264K |
| Stiles Financial Services Inc | 0.08% | No change | 3,396 | $263K |
| Corecam AG | 0.23% | New | 3,361 | $259K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | Reduce -34.1% | 3,328 | $258K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +6.6% | 3,298 | $256K |
| Essex Bank | 0.06% | Reduce -0.1% | 3,268 | $254K |
| Phillips Wealth Planners LLC | 0.19% | New | 3,453 | $253K |
| LVW Advisors, LLC | 0.02% | Reduce -27.2% | 3,246 | $252K |
| Tema ETFs LLC | 0.02% | Add +0.4% | 3,242 | $252K |
| Gen-Wealth Partners Inc | 0.08% | Add +0.5% | 3,179 | $247K |
| Diversify Wealth Management, LLC | 0.00% | New | 3,283 | $245K |
| Bollard Group LLC | 0.01% | Add +0.7% | 3,156 | $245K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,121 | $242K |
| CHICAGO TRUST Co NA | 0.04% | No change | 3,100 | $240K |
| Perigon Wealth Management, LLC | 0.00% | New | 3,096 | $240K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 3,079 | $239K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.7% | 3,048 | $239K |
| VestGen Advisors, LLC | 0.01% | New | 3,254 | $239K |
| Patton Fund Management, Inc. | 0.04% | No change | 3,051 | $237K |
| Journey Advisory Group, LLC | 0.02% | Reduce -24.7% | 3,050 | $237K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 3,037 | $236K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.0% | 3,001 | $233K |
| SkyOak Wealth, LLC | 0.04% | No change | 3,000 | $233K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -5.6% | 2,995 | $232K |
| IHT Wealth Management, LLC | 0.01% | New | 2,982 | $231K |
| Longboard Asset Management, LP | 4.00% | No change | 2,982 | $231K |
| Certuity, LLC | 0.02% | Reduce -1.2% | 2,962 | $230K |
| Mgo One Seven LLC | 0.00% | Add +3.3% | 2,959 | $230K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,950 | $229K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.2% | 2,928 | $227K |
| Horizon Investment Services, LLC | 0.08% | New | 2,908 | $226K |
| West Michigan Advisors, LLC | 0.05% | New | 2,893 | $224K |
| Oslo Pensjonsforsikring AS | 0.03% | — | 2,881 | $224K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,869 | $223K |
| Midwest Trust Co | 0.00% | New | 2,826 | $219K |
| Sovereign Financial Group, Inc. | 0.04% | New | 2,823 | $219K |
| PCM Encore, LLC | 0.04% | New | 2,819 | $219K |
| Walker Asset Management, LLC | 0.12% | New | 2,814 | $218K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 2,807 | $218K |
| Drive Wealth Management, LLC | 0.05% | Reduce -3.8% | 2,805 | $218K |
| DV Trading LLC | 0.02% | Add +1754.3% | 2,800 | $217K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.7% | 2,797 | $217K |
| Checchi Capital Advisers, LLC | 0.01% | New | 2,797 | $217K |
| Prosperity Financial Group, Inc. | 0.08% | New | 2,794 | $217K |
| Atlas Legacy Advisors, LLC | 0.04% | New | 2,794 | $217K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -10.3% | 2,771 | $215K |
| CoreCap Advisors, LLC | 0.01% | Add +5.0% | 2,769 | $215K |
| Cigna Investments Inc. | 0.03% | New | 2,759 | $214K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 2,750 | $213K |
| Collaborative Fund Advisors, LLC | 0.13% | — | 2,742 | $213K |
| Independent Advisor Alliance | 0.00% | New | 2,734 | $212K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,728 | $212K |
| Barnes Pettey Financial Advisors, LLC | 0.09% | New | 2,700 | $209K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,654 | $206K |
| Brighton Jones LLC | 0.00% | New | 2,650 | $206K |
| Ingalls & Snyder LLC | 0.01% | New | 2,636 | $205K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,636 | $205K |
| First Citizens Bank & Trust Co. | 0.00% | New | 2,630 | $204K |
| Citizens Financial Group Inc. | 0.00% | Reduce -27.9% | 2,614 | $203K |
| Caxton Associates LLP | 0.00% | New | 2,595 | $201K |
| MAI Capital Management | 0.00% | Add +69.9% | 2,570 | $199K |
| Virtus Investment Advisers, LLC | 0.05% | Add +8.2% | 2,523 | $196K |
| Clearstead Advisors, LLC | 0.00% | Reduce -27.6% | 2,257 | $175K |
| Versant Capital Management, Inc | 0.02% | Add +17.4% | 2,244 | $174K |
| Colonial Trust Co / SC | 0.02% | Reduce -0.1% | 2,038 | $158K |
| Larson Financial Group LLC | 0.01% | Add +6.5% | 2,029 | $157K |
| Rothschild Investment LLC | 0.01% | Add +9.4% | 1,955 | $152K |
| Crewe Advisors LLC | 0.01% | No change | 1,905 | $148K |
| Private Trust Co. NA | 0.01% | Reduce -0.6% | 1,606 | $125K |
| Acadian Asset Management LLC | 0.00% | Reduce -91.2% | 1,551 | $120K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +3.2% | 1,506 | $117K |
| CVA Family Office, LLC | 0.01% | Add +23.1% | 1,505 | $117K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 1,500 | $116K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $116K |
| Caitlin John, LLC | 0.07% | No change | 1,468 | $114K |
| Costello Asset Management, INC | 0.04% | No change | 1,408 | $109K |
| First Financial Corp. | 0.04% | Reduce -5.1% | 1,405 | $109K |
| FWL Investment Management, LLC | 0.02% | No change | 1,350 | $105K |
| Bruce G. Allen Investments, LLC | 0.07% | Reduce -11.2% | 1,303 | $101K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +283.7% | 1,274 | $99K |
| TD Private Client Wealth LLC | 0.00% | Add +0.7% | 1,266 | $98K |
| Trust Co | 0.01% | Add +0.7% | 1,236 | $96K |
| Spire Wealth Management | 0.00% | Add +13.1% | 1,204 | $93K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 1,194 | $93K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -40.7% | 1,113 | $86K |
| Optiver Holding B.V. | 0.00% | Add +283.1% | 1,111 | $86K |
| Simplex Trading, LLC | 0.00% | Reduce -77.4% | 1,104 | $86K |
| Montag A & Associates Inc. | 0.00% | No change | 1,100 | $85K |
| RHL Group, LLC | 0.07% | Add +0.7% | 1,090 | $85K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $84K |
| Grove Bank & Trust | 0.01% | No change | 1,072 | $83K |
| Manchester Capital Management LLC | 0.01% | Reduce -2.7% | 1,057 | $82K |
| Quent Capital, LLC | 0.01% | Reduce -47.2% | 982 | $76K |
| Ostrum Asset Management | 0.00% | Reduce -79.0% | 980 | $76K |
| Heritage Wealth Advisors | 0.00% | Add +144.0% | 976 | $76K |
| Bernard Wealth Management Corp. | 0.03% | No change | 962 | $75K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 950 | $74K |
| Cromwell Holdings LLC | 0.04% | Add +1.8% | 943 | $73K |
| IFP Advisors, Inc | 0.00% | Reduce -1.6% | 870 | $67K |
| CYBER HORNET ETFs LLC | 0.04% | Reduce -1.4% | 837 | $65K |
| Salem Investment Counselors Inc. | 0.00% | New | 810 | $63K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.9% | 805 | $62K |
| Robbins Farley | 0.03% | No change | 800 | $62K |
| UMB Bank, n.a. | 0.00% | Reduce -14.0% | 789 | $61K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +88.6% | 764 | $59K |
| Root Financial Partners, LLC | 0.00% | Add +113.4% | 764 | $59K |
| SJS Investment Consulting Inc. | 0.01% | Add +113.7% | 748 | $58K |
| Global Assets Advisory, LLC | 0.02% | New | 727 | $56K |
| Richardson Financial Services Inc. | 0.03% | No change | 660 | $51K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -21.3% | 553 | $43K |
| Dorato Capital Management | 0.03% | No change | 525 | $41K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 526 | $41K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Reduce -42.6% | 539 | $40K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -0.9% | 463 | $36K |
| Ares Financial Consulting, LLC | 0.03% | Add +387.1% | 453 | $35K |
| Lanark Financial, Inc. | 0.00% | Reduce -52.9% | 454 | $35K |
| Johnson Financial Group, Inc. | 0.00% | No change | 443 | $34K |
| MidFirst Bank | 0.00% | No change | 438 | $34K |
| BankPlus Trust Department | 0.01% | No change | 430 | $33K |
| Protective Life Corp. | 0.11% | New | 420 | $33K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $33K |
| CNB Bank | 0.01% | No change | 413 | $32K |
| St Germain D J Co. Inc. | 0.00% | No change | 413 | $32K |
| Ancora Advisors LLC | 0.00% | Add +15.7% | 406 | $31K |
| Scarborough Advisors, LLC | 0.00% | New | 403 | $31K |
| First Horizon Corp. | 0.00% | Add +8.2% | 385 | $30K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 370 | $29K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 356 | $28K |
| HM Payson & Co. | 0.00% | No change | 356 | $28K |
| Walleye Capital LLC | 0.00% | Reduce -98.6% | 334 | $26K |
| MV Capital Management, Inc. | 0.00% | Add +0.3% | 319 | $25K |
| Hilltop National Bank | 0.01% | No change | 300 | $23K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 281 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 283 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 256 | $20K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | No change | 246 | $19K |
| Rossby Financial, LCC | 0.00% | Add +542.1% | 244 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 244 | $19K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 235 | $18K |
| Prosperity Bancshares Inc | 0.01% | Add +51.3% | 230 | $18K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 221 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 203 | $16K |
| Tsfg, LLC | 0.00% | No change | 200 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $16K |
| Wall Street Financial Group, Inc. | 0.01% | New | 200 | $16K |
| Eastern Bank | 0.00% | No change | 200 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -42.6% | 197 | $15K |
| Fortitude Family Office, LLC | 0.00% | Add +9.8% | 191 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 184 | $14K |
| GW&K Investment Management, LLC | 0.00% | Reduce -4.2% | 182 | $14K |
| First Pacific Financial | 0.00% | Add +6.0% | 177 | $14K |
| LRI Investments, LLC | 0.00% | New | 176 | $14K |
| Holos Integrated Wealth LLC | 0.01% | No change | 168 | $13K |
| Bangor Savings Bank | 0.00% | No change | 168 | $13K |
| Covestor Ltd | 0.01% | Reduce -85.6% | 163 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -58.1% | 162 | $13K |
| Atwood & Palmer Inc. | 0.00% | No change | 160 | $12K |
| Ascentis Independent Advisors | 0.00% | New | 156 | $12K |
| First Command Advisory Services, Inc. | 0.00% | No change | 150 | $12K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 147 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 145 | $11K |
| Elequin Capital, LP | 0.00% | Reduce -46.7% | 138 | $11K |
| EFG International AG | 0.00% | New | 133 | $10K |
| MCF Advisors LLC | 0.00% | New | 132 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 129 | $10K |
| Operose Advisors LLC | 0.00% | New | 127 | $10K |
| Aspect Partners, LLC | 0.00% | No change | 126 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +44.0% | 131 | $10K |
| True Wealth Design, LLC | 0.00% | Add +3.3% | 124 | $10K |
| Kemnay Advisory Services Inc. | 0.00% | New | 123 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +43.0% | 123 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 122 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 121 | $9K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -21.5% | 117 | $9K |
| Cornerstone Financial Management LLC | 0.01% | No change | 111 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -45.8% | 104 | $8K |
| Avion Wealth | 0.00% | Add +7.1% | 106 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $7K |
| Sachetta, LLC | 0.00% | No change | 91 | $7K |
| Essential Partners LLC | 0.00% | Add +80.0% | 90 | $7K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Reduce -11.8% | 90 | $7K |
| Lodestone Wealth Management LLC | 0.00% | No change | 87 | $7K |
| Alerus Financial NA | 0.00% | No change | 84 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.6% | 83 | $6K |
| Robinswood Financial LLC | 0.00% | Add +1.3% | 81 | $6K |
| Fairman Group, LLC | 0.01% | No change | 78 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 77 | $6K |
| City State Bank | 0.00% | No change | 76 | $6K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -99.9% | 76 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +112.1% | 70 | $5K |
| IMG Wealth Management, Inc. | 0.00% | Add +57.1% | 66 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Add +500.0% | 66 | $5K |
| Group One Trading LLC | 0.00% | New | 65 | $5K |
| HighMark Wealth Management LLC | 0.00% | Add +75.0% | 63 | $5K |
| J.Safra Asset Management Corp | 0.00% | No change | 60 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 58 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -43.1% | 58 | $5K |
| Clayton Financial Group LLC | 0.00% | No change | 53 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +51.4% | 53 | $4K |
| TD Capital Management LLC | 0.00% | No change | 52 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +300.0% | 52 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.0% | 52 | $4K |
| RMG Wealth Management LLC | 0.00% | New | 54 | $4K |
| Summit Securities Group LLC | 0.00% | Reduce -89.0% | 50 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +4.2% | 50 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.0% | 49 | $4K |
| Key Financial Inc | 0.00% | No change | 46 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +2.3% | 45 | $3K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.3% | 43 | $3K |
| Kilter Group LLC | 0.00% | No change | 42 | $3K |
| North Star Investment Management Corp. | 0.00% | No change | 42 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +53.9% | 40 | $3K |
| Burk Holdings LLC | 0.00% | New | 39 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $3K |
| Financial Consulate, Inc. | 0.00% | Reduce -13.3% | 39 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -2.6% | 37 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | New | 37 | $3K |
| American National Bank & Trust | 0.00% | Reduce -50.0% | 37 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -44.8% | 37 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | New | 35 | $3K |
| Bard Associates Inc. | 0.00% | New | 35 | $3K |
| SHP Wealth Management | 0.00% | Add +600.0% | 35 | $3K |
| Main Street Group, LTD | 0.00% | New | 34 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +14.8% | 31 | $2K |
| Key Capital Management, INC | 0.00% | Add +416.7% | 31 | $2K |
| Monetary Solutions, Ltd | 0.00% | No change | 30 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +7.1% | 30 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 29 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +250.0% | 28 | $2K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -60.6% | 28 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +250.0% | 28 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -3.7% | 26 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 27 | $2K |
| Destiny Wealth Partners, LLC | 0.00% | New | 25 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -4.0% | 24 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +21.1% | 23 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 21 | $2K |
| Community Financial Services Group, LLC | 0.00% | New | 20 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 20 | $2K |
| Investors Research Corp | 0.00% | New | 19 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +171.4% | 19 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 18 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 18 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 17 | $1K |
| Clark Wealth Partners | 0.00% | Add +300.0% | 16 | $1K |
| Arlington Trust Co LLC | 0.00% | New | 16 | $1K |
| Portus Wealth Advisors, LLC | 0.00% | New | 15 | $1K |
| 1015 Capital Partners, LLC | 0.00% | No change | 14 | $1K |
| Tidemark, LLC | 0.00% | New | 14 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 14 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -96.9% | 13 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +85.7% | 13 | $1K |
| WestEnd Advisors, LLC | 0.00% | No change | 13 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $931 |
| Synergy Investment Management, LLC | 0.00% | New | 12 | $931 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $776 |
| S&T Bank | 0.00% | Reduce -84.8% | 10 | $776 |
| Rakuten Securities, Inc. | 0.00% | New | 10 | $776 |
| Nvwm, LLC | 0.00% | No change | 10 | $776 |
| GHP Investment Advisors, Inc. | 0.00% | New | 9 | $699 |
| TopTier Wealth Management, LLC | 0.00% | New | 9 | $698 |
| HFM Investment Advisors, LLC | 0.00% | Add +12.5% | 9 | $698 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $698 |
| American Capital Advisory, LLC | 0.00% | No change | 8 | $621 |
| Quaker Wealth Management, LLC | 0.00% | No change | 8 | $621 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $621 |
| Stone House Investment Management, LLC | 0.00% | No change | 7 | $543 |
| Seneschal Advisors, LLC | 0.00% | No change | 6 | $466 |
| Ameriflex Group, Inc. | 0.00% | No change | 6 | $465 |
| ROSS\JOHNSON & Associates LLC | 0.01% | Reduce -64.3% | 5 | $388 |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 5 | $388 |
| Redwood Park Advisors LLC | 0.00% | Reduce -20.0% | 4 | $311 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $310 |
| Davis Capital Management | 0.00% | Reduce -42.9% | 4 | $310 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $233 |
| Curio Wealth, LLC | 0.00% | New | 3 | $233 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $78 |
| Napier Financial, LLC | 0.00% | New | 1 | $78 |
| Abound Wealth Management | 0.00% | No change | 1 | $46 |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -76.9% | 9 | $0 |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.