CMS EnergyCMS

13F holders, Q1 2026 (March 31)
802holders
90new positions
90sold out
8famous investors
$77.61avg. 13F price*

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

02004006008001,000 Q1 2024: 663Q1 2024Q2 2024: 685Q2 2024Q3 2024: 709Q3 2024Q4 2024: 715Q4 2024Q1 2025: 733Q1 2025Q2 2025: 744Q2 2025Q3 2025: 776Q3 2025Q4 2025: 802Q4 2025Q1 2026: 802Q1 2026Q2 2026: 821Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions90$86.8M
Exits90$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.