CMS EnergyCMS
13F holders, Q2 2026 (June 30)821holders +19
92new positions
81sold out
8famous investors
$76.63avg. 13F price*
At the end of Q2 2026, 821 institutions reported holding CMS Energy Corp. (CMS) in their 13F filings, up 19 from Q1 2026. 92 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($2.5B), Vanguard Capital Management LLC ($1.5B) and Vanguard Portfolio Management LLC ($1.5B). 8 famous investors held it, including Peter Thiel (9.4% of Thiel Macro's portfolio), George Soros (1.3% of Soros Fund Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $671.3M |
| Exits | 81 | $200.3M |
All 13F filers, Q1 2026 → Q2 2026: 28,282,826 shares bought and 15,908,135 shares sold, net +12,374,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| BlackRock, Inc. | 0.04% | Reduce -1.5% | 33,068,880 | $2.5B |
| Vanguard Capital Management LLC | 0.03% | Add +1.5% | 20,166,948 | $1.5B |
| Vanguard Portfolio Management LLC | 0.07% | Add +1.4% | 19,050,893 | $1.5B |
| State Street Corp. | 0.04% | Reduce -2.2% | 17,705,946 | $1.4B |
| JPMorgan Chase & Co. | 0.07% | Add +3.6% | 16,409,389 | $1.3B |
| Wellington Management Group LLP | 0.16% | Add +82.7% | 12,158,296 | $930.1M |
| Geode Capital Management, LLC | 0.04% | Add +2.5% | 8,740,533 | $666.1M |
| Deutsche Bank AG | 0.18% | Add +4.3% | 8,082,021 | $618.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.48% | Reduce -3.1% | 7,882,550 | $603.0M |
| Invesco Ltd. | 0.05% | Reduce -0.4% | 7,616,465 | $582.7M |
| Massachusetts Financial Services Co. | 0.18% | Reduce -5.1% | 7,242,159 | $576.0M |
| Victory Capital Management Inc. | 0.29% | Reduce -3.6% | 6,595,840 | $504.6M |
| Ameriprise Financial Inc. | 0.10% | Add +31.0% | 6,461,250 | $494.0M |
| Capital International Investors | 0.08% | New | 5,302,655 | $405.7M |
| Wells Fargo & Company | 0.07% | Reduce -3.3% | 5,245,081 | $401.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +1.4% | 4,844,029 | $370.6M |
| Norges Bank | 0.04% | — | 4,837,123 | $370.0M |
| GQG Partners LLC | 0.68% | Add +7.7% | 4,750,161 | $363.4M |
| Pictet Asset Management Holding SA | 0.31% | Add +2.4% | 4,268,534 | $326.5M |
| Morgan Stanley | 0.02% | Reduce -13.7% | 4,070,310 | $311.4M |
| Bank of America Corp. | 0.02% | Reduce -3.7% | 3,533,370 | $270.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +2.5% | 3,186,256 | $243.7M |
| FIL Ltd | 0.15% | Reduce -12.5% | 2,655,502 | $203.1M |
| Northern Trust Corp. | 0.02% | Reduce -2.9% | 2,646,188 | $202.4M |
| Magellan Asset Management Ltd | 4.34% | Add +25.7% | 2,539,050 | $194.2M |
| Legal & General Group Plc | 0.04% | Reduce -4.2% | 2,475,430 | $189.4M |
| Lord, Abbett & Co. LLC | 0.56% | Reduce -26.4% | 2,434,795 | $186.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.7% | 2,415,234 | $184.8M |
| Parnassus Investments, LLC | 0.45% | Add +13.7% | 2,219,735 | $169.8M |
| Barclays PLC | 0.05% | Reduce -27.4% | 2,175,714 | $166.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.7% | 2,110,447 | $161.4M |
| Reaves W H & Co. Inc. | 2.22% | Reduce -9.7% | 1,909,154 | $146.1M |
| AQR Capital Management | 0.05% | Add +132.7% | 1,857,999 | $142.1M |
| Franklin Resources Inc. | 0.03% | Add +0.5% | 1,767,768 | $135.2M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +0.7% | 1,734,843 | $132.7M |
| Raymond James Financial Inc. | 0.04% | Add +358.6% | 1,704,029 | $130.4M |
| UBS Group AG | 0.02% | Reduce -9.7% | 1,703,575 | $130.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -35.0% | 1,688,159 | $129.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.2% | 1,646,965 | $126.0M |
| Jennison Associates LLC | 0.07% | Reduce -4.4% | 1,517,533 | $116.1M |
| Duff & Phelps Investment Management Co. | 1.05% | No change | 1,453,667 | $111.2M |
| Balyasny Asset Management L.P. | 0.21% | Add +198.2% | 1,426,976 | $109.2M |
| iA Global Asset Management Inc. | 1.30% | Add +7.8% | 1,425,936 | $109.1M |
| Amundi | 0.03% | Reduce -10.8% | 1,407,569 | $107.7M |
| DekaBank Deutsche Girozentrale | 0.17% | No change | 1,333,955 | $103.1M |
| Cohen & Steers, Inc. | 0.16% | New | 1,315,142 | $100.6M |
| Nomura Asset Management International Inc. | 0.15% | Reduce -9.8% | 1,306,273 | $99.9M |
| PFA Pension, Forsikringsaktieselskab | 0.24% | New | 1,241,557 | $95.0M |
| HSBC Holdings PLC | 0.04% | Add +143.1% | 1,191,547 | $91.3M |
| Bahl & Gaynor LLC | 0.38% | Add +2.2% | 1,068,322 | $81.7M |
| Soroban Capital Partners LP | 0.57% | No change | 1,058,781 | $81.0M |
| Vaughan Nelson Investment Management, L.P. | 0.70% | Add +0.5% | 1,028,844 | $78.7M |
| Royal Bank of Canada | 0.01% | Add +1.1% | 1,024,656 | $78.4M |
| Nuveen, LLC | 0.02% | Reduce -0.7% | 983,643 | $75.2M |
| Soros Fund Management | 1.30% | Reduce -6.2% | 970,362 | $74.2M |
| Aviva PLC | 0.11% | Add +0.6% | 941,925 | $72.1M |
| UniSuper Management Pty Ltd | 0.36% | Reduce -0.7% | 902,602 | $69.0M |
| Swiss National Bank | 0.03% | Reduce -2.6% | 869,400 | $66.5M |
| Aberdeen Group plc | 0.09% | Reduce -9.1% | 831,675 | $63.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +11.3% | 769,025 | $58.8M |
| First Trust Advisors LP | 0.03% | Reduce -19.3% | 764,245 | $58.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.2% | 715,406 | $54.7M |
| Quantinno Capital Management LP | 0.07% | Add +74.3% | 711,608 | $54.4M |
| Energy Income Partners, LLC | 0.84% | Reduce -9.3% | 702,074 | $53.7M |
| BNP Paribas Financial Markets | 0.03% | Add +19.2% | 687,713 | $52.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | Add +14.9% | 674,256 | $51.6M |
| Vanguard Global Advisers, LLC | 0.02% | Reduce -0.3% | 665,281 | $50.9M |
| FMR LLC | 0.00% | Reduce -42.7% | 661,356 | $50.6M |
| Rhumbline Advisers | 0.04% | Add +0.5% | 655,413 | $50.1M |
| Bank of Montreal | 0.02% | Add +11.3% | 653,735 | $50.0M |
| Bank of Nova Scotia | 0.08% | Add +76.2% | 644,132 | $49.3M |
| TD Asset Management Inc | 0.04% | Reduce -24.7% | 610,106 | $46.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.64% | Reduce -55.3% | 595,592 | $45.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.6% | 581,655 | $44.5M |
| ING Groep NV | 0.22% | Reduce -11.8% | 580,182 | $44.4M |
| Miller Howard Investments Inc. | 1.16% | Add +1.4% | 571,159 | $43.7M |
| Voloridge Investment Management, LLC | 0.19% | Add +42.2% | 570,277 | $43.6M |
| 1832 Asset Management L.P. | 0.05% | Add +38.8% | 563,125 | $43.1M |
| California Public Employees Retirement System | 0.02% | Reduce -11.4% | 561,072 | $42.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Reduce -11.5% | 552,414 | $42.3M |
| Assenagon Asset Management S.A. | 0.05% | Add +10463.3% | 518,237 | $39.6M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -49.8% | 517,445 | $39.6M |
| Thiel Macro | 9.45% | — | 517,124 | $39.6M |
| LPL Financial LLC | 0.01% | Add +10.1% | 504,221 | $38.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.18% | Reduce -9.0% | 489,550 | $37.5M |
| Retirement Systems of Alabama | 0.11% | Add +646.0% | 485,395 | $37.1M |
| Partners Group Holding AG | 2.52% | Reduce -2.7% | 483,770 | $37.0M |
| Tredje AP-fonden | 0.16% | Add +120.7% | 465,446 | $35.6M |
| Citigroup Inc. | 0.02% | Add +14.9% | 444,279 | $34.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.0% | 441,087 | $33.7M |
| CIBC Bancorp USA Inc. | 0.04% | Add +411.8% | 435,757 | $33.3M |
| RWC Asset Management LLP | 1.38% | Add +2.0% | 432,884 | $33.1M |
| Fisher Funds Management LTD | 0.94% | Reduce -18.4% | 429,193 | $32.8M |
| Jupiter Topco LLC | 0.01% | — | 425,689 | $32.6M |
| STRS Ohio | 0.12% | Reduce -5.3% | 418,054 | $32.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -7.3% | 415,442 | $31.8M |
| Cidel Asset Management Inc. | 1.49% | Add +1.9% | 405,656 | $31.0M |
| AE Wealth Management LLC | 0.14% | Add +38.1% | 400,653 | $30.6M |
| Neuberger Berman Group LLC | 0.02% | Add +75.8% | 400,364 | $30.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +3.8% | 399,769 | $30.6M |
| M&T Bank Corp | 0.09% | Reduce -1.7% | 395,506 | $30.3M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -1.2% | 369,002 | $28.2M |
| California State Teachers Retirement System | 0.03% | Add +1.7% | 358,049 | $27.4M |
| US Bancorp \de | 0.03% | Reduce -1.9% | 353,973 | $27.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.1% | 342,567 | $26.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +7.5% | 347,468 | $26.4M |
| Truist Financial Corp. | 0.03% | Reduce -14.5% | 322,139 | $24.6M |
| Public Employees Retirement Association of Colorado | 0.08% | No change | 320,537 | $24.5M |
| Russell Investments Group, Ltd. | 0.02% | Add +26.1% | 318,574 | $24.4M |
| Vanguard Investments Australia, Ltd. | 0.06% | Add +5.4% | 311,832 | $23.9M |
| Covea Finance | 0.72% | Add +1.4% | 297,150 | $22.7M |
| Natixis Advisors, LLC | 0.03% | Add +6.6% | 296,650 | $22.7M |
| Avalon Trust Co | 1.38% | Reduce -0.2% | 292,774 | $22.4M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +3154.5% | 275,361 | $21.1M |
| APG Asset Management N.V. | 0.05% | Add +12.7% | 306,029 | $20.5M |
| CIBC Asset Management Inc | 0.04% | Reduce -16.3% | 264,948 | $20.2M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -5.3% | 263,843 | $20.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.2% | 253,282 | $19.4M |
| Trillium Asset Management, LLC | 0.53% | Add +46.6% | 226,709 | $17.3M |
| Macquarie Group Ltd. | 0.07% | Add +15.5% | 226,494 | $17.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.0% | 204,318 | $15.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.6% | 204,080 | $15.6M |
| Asset Management One Co., Ltd. | 0.04% | Add +13.5% | 202,976 | $15.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +5.7% | 198,885 | $15.2M |
| Van Eck Associates Corp. | 0.01% | Add +6.4% | 190,023 | $14.5M |
| Gabelli Funds LLC | 0.09% | Reduce -0.1% | 189,442 | $14.5M |
| Keybank National Association | 0.05% | Reduce -1.9% | 188,456 | $14.4M |
| Artemis Investment Management LLP | 0.13% | Reduce -34.7% | 184,594 | $14.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -4.8% | 179,618 | $13.7M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -3.2% | 179,008 | $13.7M |
| Wealthfront Advisers LLC | 0.03% | Reduce -7.7% | 178,048 | $13.6M |
| Hudson Bay Capital Management LP | 0.07% | Reduce -21.2% | 174,489 | $13.3M |
| Sei Investments Co. | 0.01% | Add +92.8% | 169,266 | $12.9M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -3.8% | 169,023 | $12.9M |
| Worldquant Millennium Advisors LLC | 0.04% | Reduce -2.3% | 165,347 | $12.6M |
| American Century Companies Inc. | 0.01% | Reduce -33.1% | 164,908 | $12.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -6.3% | 164,318 | $12.6M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -1.9% | 161,138 | $12.3M |
| Treasurer of the State of North Carolina | 0.03% | Add +20.7% | 156,329 | $12.0M |
| Bruce & Co., Inc. | 3.17% | Reduce -1.9% | 153,000 | $11.7M |
| Gotham Asset Management | 0.03% | Add +79.5% | 151,316 | $11.6M |
| Mattern Capital Management, LLC | 1.35% | Reduce -5.5% | 150,896 | $11.5M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Reduce -1.1% | 149,230 | $11.4M |
| Fifth Third Bancorp | 0.02% | Reduce -4.6% | 148,979 | $11.4M |
| Corient Private Wealth LP | 0.02% | Reduce -5.5% | 147,623 | $11.3M |
| Tidal Investments LLC | 0.03% | Reduce -2.7% | 147,464 | $11.3M |
| Prudential Financial Inc. | 0.01% | Reduce -37.1% | 146,390 | $11.2M |
| LBP Am SA | 0.11% | Add +199.9% | 144,772 | $11.1M |
| Bokf, NA | 0.15% | Reduce -2.3% | 141,275 | $10.8M |
| Natixis | 0.05% | New | 140,376 | $10.7M |
| Creative Planning | 0.01% | Add +36.2% | 138,830 | $10.6M |
| MetLife Investment Management, LLC | 0.05% | Add +0.7% | 137,802 | $10.5M |
| Marshall Wace, LLP | 0.01% | New | 137,065 | $10.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +7.1% | 136,171 | $10.4M |
| Hennessy Advisors Inc. | 0.33% | Reduce -4.3% | 135,098 | $10.3M |
| Citadel Advisors | 0.01% | Add +55.7% | 133,234 | $10.2M |
| KLP Kapitalforvaltning As | 0.03% | New | 131,800 | $10.1M |
| New York State Common Retirement Fund | 0.01% | Add +3.2% | 130,643 | $10.0M |
| Toronto Dominion Bank | 0.02% | Add +10.7% | 130,274 | $10.0M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +9.2% | 130,184 | $10.0M |
| Illinois Municipal Retirement Fund | 0.11% | Add +8.5% | 128,608 | $9.8M |
| BTG Pactual Asset Management US LLC | 0.70% | Add +69.5% | 120,155 | $9.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -4.5% | 119,000 | $9.1M |
| Howe & Rusling Inc. | 0.51% | Add +1.3% | 116,029 | $8.9M |
| National Bank of Canada | 0.01% | Reduce -33.5% | 112,590 | $8.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -45.3% | 111,555 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +14.8% | 107,645 | $8.2M |
| Brasada Capital Management, LP | 1.48% | Reduce -5.0% | 107,350 | $8.2M |
| Capital International, Inc. | 0.06% | New | 106,968 | $8.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.7% | 105,138 | $8.0M |
| Assetmark, Inc. | 0.01% | Add +11.9% | 103,595 | $7.9M |
| DNB Asset Management AS | 0.02% | Reduce -39.8% | 101,449 | $7.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -34.9% | 99,735 | $7.6M |
| SG Americas Securities, LLC | 0.00% | Reduce -87.3% | 93,692 | $7.2M |
| &partners | 0.03% | Add +23.4% | 93,125 | $7.1M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -37.4% | 92,612 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -14.2% | 92,269 | $7.1M |
| Nicholas Company, Inc. | 0.13% | Reduce -11.1% | 91,145 | $7.0M |
| NewSquare Capital LLC | 0.52% | Add +4.9% | 90,885 | $7.0M |
| Mn Services Vermogensbeheer B.V. | 0.05% | Reduce -21.0% | 89,730 | $6.9M |
| Arizona State Retirement System | 0.03% | Add +6.8% | 88,306 | $6.8M |
| Public Sector Pension Investment Board | 0.02% | Add +1.1% | 88,159 | $6.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -6.3% | 88,029 | $6.7M |
| Czech National Bank | 0.04% | Add +5.4% | 87,930 | $6.7M |
| Swiss Life Asset Management Ltd | 0.03% | Add +15.1% | 86,981 | $6.7M |
| First American Bank | 0.37% | Add +1.1% | 86,928 | $6.7M |
| Voya Investment Management LLC | 0.01% | Add +27.2% | 81,597 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 78,109 | $6.2M |
| State of Michigan Retirement System | 0.03% | Reduce -1.1% | 79,099 | $6.1M |
| Eurizon Capital SGR S.p.A. | 0.02% | Reduce -16.2% | 76,344 | $5.8M |
| Holocene Advisors, LP | 0.01% | Reduce -24.6% | 76,306 | $5.8M |
| IFM Investors Pty Ltd | 0.04% | Add +12.7% | 75,500 | $5.8M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 75,497 | $5.8M |
| Intact Investment Management Inc. | 0.16% | Reduce -7.6% | 74,600 | $5.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.6% | 73,812 | $5.6M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -82.0% | 72,938 | $5.6M |
| Captrust Financial Advisors | 0.01% | Add +18.4% | 71,320 | $5.5M |
| SilverOak Wealth Management LLC | 0.68% | No change | 68,825 | $5.3M |
| Daiichi Life Insurance Co., Ltd. | 0.12% | Add +11.4% | 67,618 | $5.2M |
| Woodline Partners LP | 0.02% | Add +12.4% | 67,373 | $5.2M |
| Aventail Capital Group, LP | 0.29% | Reduce -49.7% | 66,779 | $5.1M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Add +100.4% | 65,936 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | Add +63.7% | 64,720 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +9.5% | 64,631 | $4.9M |
| Benjamin Edwards Inc. | 0.04% | Add +0.0% | 62,490 | $4.8M |
| New England Asset Management Inc. | 0.57% | Reduce -22.3% | 62,360 | $4.8M |
| Capitolis Liquid Global Markets LLC | 0.02% | No change | 60,215 | $4.6M |
| Guggenheim Capital LLC | 0.03% | Reduce -15.2% | 58,864 | $4.5M |
| Graham Capital Management, L.P. | 0.17% | Add +52.5% | 58,222 | $4.5M |
| Xponance LLC | 0.03% | Add +1.9% | 58,198 | $4.5M |
| Focus Partners Wealth | 0.00% | Add +56.2% | 57,477 | $4.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -42.2% | 57,358 | $4.4M |
| Martingale Asset Management L P | 0.10% | Reduce -0.0% | 56,306 | $4.3M |
| Korea Investment CORP | 0.01% | Reduce -73.2% | 56,157 | $4.3M |
| Glenmede Trust Co. NA | 0.02% | Add +16.7% | 55,315 | $4.2M |
| Amalgamated Bank | 0.03% | Reduce -7.3% | 53,838 | $4.1M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +8.8% | 53,371 | $4.1M |
| Canada Post Corp Registered Pension Plan | 0.14% | Reduce -12.1% | 52,832 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 52,708 | $4.0M |
| Mariner, LLC | 0.00% | Add +12.4% | 52,324 | $4.0M |
| Aristeia Capital, L.L.C. | 0.15% | New | 52,200 | $4.0M |
| Rakuten Investment Management, Inc. | 0.01% | Add +11.3% | 50,474 | $3.9M |
| Ethic Inc. | 0.05% | Add +404.8% | 51,166 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +77.4% | 50,179 | $3.8M |
| NEOS Investment Management LLC | 0.01% | Add +9.8% | 50,112 | $3.8M |
| Flputnam Investment Management Co. | 0.05% | New | 50,096 | $3.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Reduce -2.1% | 49,851 | $3.8M |
| ProShare Advisors LLC | 0.01% | Add +5.0% | 49,290 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +38.1% | 52,542 | $3.8M |
| Agf Management Ltd. | 0.01% | Reduce -12.9% | 48,739 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Add +10.7% | 47,744 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.1% | 46,796 | $3.6M |
| Cerity Partners LLC | 0.00% | Add +58.6% | 46,727 | $3.6M |
| Utah Retirement Systems | 0.03% | Reduce -5.2% | 46,681 | $3.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +2.5% | 46,457 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +10.1% | 46,176 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -3.1% | 45,658 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -1.7% | 44,965 | $3.4M |
| Logan Capital Management Inc. | 0.13% | — | 44,958 | $3.4M |
| OP Asset Management Ltd | 0.04% | Add +23.2% | 43,725 | $3.3M |
| Hilton Capital Management, LLC | 0.23% | Add +5.0% | 43,078 | $3.3M |
| New York Life Investment Management LLC | 0.02% | Add +1.1% | 42,928 | $3.3M |
| National Pension Service | 0.00% | Add +69.3% | 42,256 | $3.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +4.8% | 41,860 | $3.2M |
| Sigma Planning Corp | 0.08% | Add +15.4% | 39,672 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +23.9% | 39,375 | $3.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -22.4% | 39,259 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.5% | 39,229 | $3.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.2% | 39,132 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +1.5% | 38,991 | $3.0M |
| Aquatic Capital Management LLC | 0.10% | Add +84.4% | 38,405 | $2.9M |
| Alps Advisors Inc. | 0.01% | Add +118.3% | 38,282 | $2.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +8.1% | 37,986 | $2.9M |
| Credit Agricole S A | 0.01% | Add +40.6% | 37,761 | $2.9M |
| Vinva Investment Management Ltd | 0.02% | Add +12.7% | 36,591 | $2.9M |
| Siemens Fonds Invest GmbH | 0.14% | Add +23.2% | 37,240 | $2.8M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -0.3% | 36,603 | $2.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.0% | 36,433 | $2.8M |
| Schroder Investment Management Group | 0.00% | Reduce -89.1% | 35,329 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +237.2% | 35,435 | $2.7M |
| Summit Global Investments | 0.15% | Reduce -50.4% | 34,813 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +37.6% | 34,121 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -63.4% | 33,846 | $2.6M |
| HB Wealth Management, LLC | 0.01% | Add +4.5% | 33,781 | $2.6M |
| Sivia Capital Partners, LLC | 0.31% | New | 33,148 | $2.5M |
| Parr McKnight Wealth Management Group, LLC | 0.29% | Reduce -0.5% | 32,358 | $2.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.4% | 31,815 | $2.4M |
| Quadrature Capital Ltd | 0.02% | Add +57.7% | 31,312 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Add +17.1% | 31,248 | $2.4M |
| Allstate Corp. | 0.02% | Add +2.9% | 30,600 | $2.3M |
| KBC Group NV | 0.01% | Add +4.6% | 30,336 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.5% | 30,269 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.3% | 28,289 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +4.8% | 27,585 | $2.1M |
| Jefferies Financial Group Inc. | 0.02% | New | 27,532 | $2.1M |
| Venture Visionary Partners LLC | 0.06% | Reduce -0.2% | 27,458 | $2.1M |
| Millennium Management | 0.00% | Reduce -90.4% | 26,905 | $2.1M |
| IMC-Chicago, LLC | 0.02% | New | 26,820 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -34.7% | 26,488 | $2.0M |
| WealthTrust Axiom LLC | 0.45% | No change | 26,400 | $2.0M |
| Two Sigma Securities, LLC | 0.17% | Add +343.3% | 26,206 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +70.3% | 25,801 | $2.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | No change | 25,400 | $1.9M |
| Summit Trail Advisors, LLC | 0.02% | Add +7.1% | 25,269 | $1.9M |
| Nicholson Wealth Management Group, LLC | 1.14% | Reduce -1.8% | 25,189 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.7% | 25,156 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -30.7% | 25,109 | $1.9M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 24,721 | $1.9M |
| GAMCO Investors | 0.02% | Reduce -2.4% | 24,600 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +10.6% | 24,292 | $1.9M |
| Mizuho Securities USA LLC | 0.03% | Add +30.6% | 24,185 | $1.9M |
| Ramirez Asset Management, Inc. | 0.19% | Reduce -0.0% | 24,107 | $1.8M |
| Spirit of America Management Corp. | 0.34% | Add +3.3% | 23,750 | $1.8M |
| Group One Trading LLC | 0.05% | Add +36304.6% | 23,663 | $1.8M |
| Capital Innovations LLC | 0.47% | — | 23,622 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,418 | $1.8M |
| Pinebridge Investments LLC | 0.01% | Add +7.3% | 23,330 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -2.3% | 23,182 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Reduce -26.8% | 22,984 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -51.2% | 22,526 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 22,406 | $1.7M |
| Westpac Banking Corp. | 0.11% | Add +21.8% | 22,343 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.7% | 22,334 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | No change | 22,073 | $1.7M |
| First American Trust, FSB | 0.10% | Reduce -8.3% | 21,949 | $1.7M |
| Saudi Central Bank | 0.02% | Add +91.9% | 21,560 | $1.6M |
| Ilex Capital Partners (UK) LLP | 0.03% | New | 21,421 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Add +8.4% | 21,130 | $1.6M |
| Meeder Advisory Services, Inc. | 0.06% | Add +50.6% | 20,916 | $1.6M |
| Blue Water Asset Management | 0.51% | Add +3.5% | 20,777 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.4% | 20,626 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -9.0% | 20,437 | $1.6M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Add +2.7% | 20,346 | $1.6M |
| Fideuram Asset Management (Ireland) dac | 0.03% | Add +12.1% | 20,506 | $1.5M |
| Opus Investment Management Inc. | 0.84% | No change | 20,000 | $1.5M |
| Danske Bank A/S | 0.00% | Add +21.2% | 20,000 | $1.5M |
| Investment Management Corp of Ontario | 0.02% | Reduce -9.7% | 19,664 | $1.5M |
| Cim, LLC | 0.19% | Reduce -0.4% | 19,347 | $1.5M |
| Kentucky Retirement Systems | 0.04% | Reduce -13.0% | 19,105 | $1.5M |
| Bleakley Financial Group, LLC | 0.02% | Add +6.7% | 18,994 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.8% | 18,542 | $1.4M |
| Gateway Investment Advisers LLC | 0.01% | Reduce -41.1% | 18,485 | $1.4M |
| Mather Group, Llc. | 0.01% | Reduce -16.3% | 18,142 | $1.4M |
| Portfolio Design Labs, LLC | 0.23% | Add +7.9% | 18,030 | $1.4M |
| Nykredit A/S | 0.01% | — | 17,941 | $1.4M |
| Ascent Group, LLC | 0.04% | Add +6.5% | 17,891 | $1.4M |
| Huntington National Bank | 0.01% | Add +3.3% | 17,725 | $1.4M |
| Nordea Investment Management AB | 0.00% | Add +0.3% | 17,274 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +39.4% | 17,362 | $1.3M |
| Ofi Invest Asset Management | 0.01% | Add +7.9% | 17,318 | $1.3M |
| Cox Capital Mgt LLC | 0.74% | New | 17,289 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.4% | 17,259 | $1.3M |
| RIA Advisory Group LLC | 0.28% | Add +8.3% | 16,682 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -3.1% | 16,674 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -39.1% | 16,545 | $1.3M |
| GAMMA Investing LLC | 0.05% | Add +7.5% | 16,284 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Add +4.8% | 16,106 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.3% | 15,800 | $1.2M |
| Norinchukin Bank, The | 0.01% | Reduce -22.8% | 15,566 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Add +8.8% | 15,497 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +1.2% | 15,342 | $1.2M |
| Empowered Funds, LLC | 0.01% | Add +15.5% | 15,317 | $1.2M |
| New Mexico Educational Retirement Board | 0.03% | Add +10.9% | 15,310 | $1.2M |
| Lido Advisors, LLC | 0.00% | Reduce -15.7% | 15,284 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -90.8% | 15,253 | $1.2M |
| Nomura Holdings Inc. | 0.00% | Reduce -88.0% | 15,002 | $1.1M |
| Royal London Asset Management Ltd. | 0.00% | No change | 14,846 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -88.0% | 14,790 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Add +1.1% | 14,757 | $1.1M |
| Mirador Capital Partners LP | 0.14% | Reduce -1.6% | 14,448 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +0.9% | 14,387 | $1.1M |
| Metis Global Partners, LLC | 0.02% | Add +64.1% | 14,206 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +0.0% | 13,996 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -78.8% | 13,490 | $1.0M |
| Centennial Wealth Advisory LLC | 0.22% | Add +28.1% | 13,320 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +18.8% | 13,188 | $1.0M |
| Summit Financial, LLC | 0.01% | Add +6.9% | 13,046 | $998K |
| Chesley Taft & Associates LLC | 0.04% | Add +0.7% | 12,920 | $988K |
| USS Investment Management Ltd | 0.00% | Reduce -67.1% | 12,898 | $987K |
| Global Retirement Partners, LLC | 0.01% | — | 12,710 | $972K |
| Smartleaf Asset Management LLC | 0.03% | No change | 12,414 | $967K |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | No change | 12,281 | $939K |
| Icon Advisers Inc. | 0.18% | No change | 12,200 | $933K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 12,197 | $933K |
| Dark Forest Capital Management LP | 0.06% | New | 12,125 | $928K |
| MUFG Securities EMEA plc | 0.01% | Reduce -4.5% | 11,999 | $918K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 11,963 | $915K |
| Horizon Investments, LLC | 0.01% | Add +0.6% | 11,889 | $902K |
| ASR Vermogensbeheer N.V. | 0.01% | Reduce -87.1% | 11,708 | $896K |
| Braeburn Wealth Management LLC | 0.38% | Reduce -6.7% | 11,668 | $893K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -2.2% | 11,665 | $892K |
| V-Square Quantitative Management LLC | 0.08% | Add +3.1% | 11,560 | $884K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.8% | 11,555 | $884K |
| Blair William & Co. | 0.00% | Add +40.2% | 11,392 | $872K |
| Greenleaf Trust | 0.01% | Add +7.1% | 11,377 | $870K |
| Brown Brothers Harriman & Co. | 0.00% | Add +127.0% | 11,296 | $864K |
| Integrated Wealth Concepts LLC | 0.01% | Add +88.5% | 11,164 | $854K |
| Quadrant Capital Group LLC | 0.02% | Add +5.0% | 11,124 | $851K |
| Arax Advisory Partners | 0.01% | Add +152.8% | 11,048 | $845K |
| Frec Markets, Inc. | 0.08% | Add +161.8% | 11,012 | $842K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -35.5% | 10,993 | $841K |
| Integrated Investment Consultants, LLC | 0.16% | Reduce -0.0% | 10,919 | $835K |
| Caprock Group, LLC | 0.02% | Add +138.6% | 10,750 | $822K |
| SBI Okasan Asset Management Co.Ltd. | 0.03% | No change | 10,300 | $803K |
| Empirical Finance, LLC | 0.03% | Add +3.6% | 10,419 | $797K |
| Jmac Enterprises LLC | 0.13% | Add +4.0% | 10,400 | $796K |
| Axq Capital, LP | 0.09% | Reduce -6.0% | 10,396 | $795K |
| Blueshift Asset Management, LLC | 0.18% | New | 10,360 | $793K |
| BLB&B Advisors, LLC | 0.03% | Add +0.1% | 10,300 | $788K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -1.7% | 10,196 | $780K |
| Sumitomo Life Insurance Co. | 0.01% | Reduce -6.0% | 10,079 | $771K |
| Canton Hathaway, LLC | 0.15% | No change | 10,000 | $765K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +1.0% | 9,904 | $758K |
| Bessemer Group Inc. | 0.00% | Add +4.8% | 9,775 | $749K |
| Profund Advisors LLC | 0.02% | Reduce -7.5% | 9,672 | $740K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -17.9% | 9,527 | $729K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 9,520 | $728K |
| Westwood Holdings Group Inc. | 0.01% | Add +129.9% | 9,479 | $725K |
| Prudential PLC | 0.00% | No change | 9,471 | $725K |
| Merit Financial Group, LLC | 0.00% | Add +33.2% | 9,448 | $723K |
| Mufg Securities Americas Inc. | 0.04% | Add +9.7% | 9,305 | $712K |
| Sterling Capital Management LLC | 0.01% | Reduce -9.3% | 9,248 | $707K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -0.5% | 9,234 | $706K |
| Apollon Wealth Management, LLC | 0.01% | Add +38.9% | 9,157 | $701K |
| Finer Wealth Management, Inc. | 0.31% | No change | 9,000 | $689K |
| North Dakota State Investment Board | 0.03% | Add +2.9% | 8,999 | $688K |
| Altfest L J & Co. Inc. | 0.07% | Add +0.4% | 8,993 | $688K |
| Ieq Capital, LLC | 0.00% | New | 8,978 | $687K |
| Choreo, LLC | 0.01% | Add +4.0% | 8,853 | $677K |
| Syon Capital LLC | 0.03% | Add +33.4% | 8,781 | $672K |
| Commerce Bank | 0.00% | Reduce -5.6% | 8,499 | $650K |
| Walleye Capital LLC | 0.00% | Add +2419.2% | 8,414 | $644K |
| Wedmont Private Capital | 0.02% | Add +13.4% | 8,393 | $633K |
| Mirabella Financial Services LLP | 0.07% | Add +67.8% | 8,230 | $630K |
| Chicago Partners Investment Group LLC | 0.01% | Add +81.4% | 8,463 | $628K |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.02% | Reduce -6.3% | 8,125 | $622K |
| Foster & Motley Inc. | 0.03% | Reduce -8.2% | 8,029 | $614K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Add +1.3% | 7,928 | $606K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.2% | 8,157 | $601K |
| Boit C F David | 0.25% | No change | 7,800 | $597K |
| Moody National Bank Trust Division | 0.05% | Add +0.5% | 7,770 | $594K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | Add +11.9% | 7,769 | $594K |
| Kera Capital Partners, Inc. | 0.06% | Add +95.1% | 7,676 | $587K |
| Signaturefd, LLC | 0.01% | Add +13.4% | 7,544 | $577K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,454 | $570K |
| Segment Wealth Management, LLC | 0.03% | Add +23.5% | 7,433 | $569K |
| Crestwood Advisors Group, LLC | 0.01% | Add +30.1% | 7,429 | $568K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +0.8% | 7,156 | $547K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +12.3% | 6,953 | $532K |
| MAI Capital Management | 0.00% | Add +167.2% | 6,866 | $525K |
| Amica Mutual Insurance Co. | 0.04% | Reduce -23.8% | 6,861 | $525K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +157.1% | 6,823 | $522K |
| Savant Capital, LLC | 0.00% | Add +1.4% | 6,789 | $518K |
| Prospera Financial Services Inc | 0.01% | Add +1.7% | 6,716 | $514K |
| Callan Family Office, LLC | 0.01% | Reduce -14.3% | 6,653 | $509K |
| Aaron Wealth Advisors LLC | 0.03% | Add +43.6% | 6,578 | $503K |
| Financial Advisors Network, Inc. | 0.06% | Add +15.5% | 6,517 | $499K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.0% | 6,494 | $497K |
| Fulton Bank, N.A. | 0.01% | Add +9.0% | 6,337 | $485K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -1.8% | 6,317 | $483K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +120.2% | 6,316 | $483K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -28.3% | 6,279 | $481K |
| NewEdge Wealth, LLC | 0.00% | Reduce -3.5% | 6,255 | $479K |
| Advisory Alpha, LLC | 0.01% | Add +0.7% | 6,158 | $471K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 6,000 | $459K |
| Accurate Wealth Management, LLC | 0.04% | Add +3.3% | 6,056 | $457K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -6.9% | 5,924 | $453K |
| Xcelsior Advisor Partners LLC | 0.06% | Add +11.6% | 5,899 | $451K |
| Bison Wealth, LLC | 0.04% | Reduce -5.1% | 5,870 | $448K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -13.5% | 5,721 | $438K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -43.1% | 5,699 | $436K |
| Conning Inc. | 0.01% | Reduce -3.2% | 5,661 | $433K |
| DAVENPORT & Co LLC | 0.00% | Add +10.6% | 5,659 | $433K |
| Havemeyer Place LP | 0.04% | New | 5,648 | $432K |
| Farringdon Capital, Ltd. | 0.21% | New | 5,598 | $428K |
| International Private Wealth Advisors LLC | 0.22% | Add +18.1% | 5,549 | $425K |
| QRG Capital Management, Inc. | 0.00% | Add +9.6% | 5,492 | $420K |
| HUB Investment Partners, LLC | 0.01% | New | 5,461 | $418K |
| Citizens Financial Group Inc. | 0.01% | Add +106.9% | 5,409 | $414K |
| Certuity, LLC | 0.02% | Add +77.8% | 5,266 | $403K |
| TCW Group Inc. | 0.00% | Add +5.3% | 5,189 | $397K |
| Argonautica Private Wealth Management, Inc. | 0.10% | New | 5,187 | $397K |
| Strategy Asset Managers LLC | 0.06% | Reduce -4.3% | 5,157 | $395K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.6% | 5,072 | $389K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.3% | 5,074 | $388K |
| Chatham Capital Group, Inc. | 0.05% | No change | 5,032 | $385K |
| Daniel Investment Group, Inc. | 0.23% | — | 5,031 | $385K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,017 | $384K |
| Silverleafe Capital Partners, LLC | 0.10% | No change | 5,000 | $383K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.2% | 4,989 | $382K |
| West Michigan Advisors, LLC | 0.07% | Add +71.5% | 4,962 | $380K |
| Samalin Investment Counsel, LLC | 0.12% | Add +0.3% | 4,948 | $378K |
| Inscription Capital, LLC | 0.03% | Add +11.4% | 4,922 | $377K |
| Everpar Advisors LLC | 0.11% | New | 4,903 | $375K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -4.8% | 4,850 | $371K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -51.0% | 4,849 | $371K |
| Alpine Woods Capital Investors, LLC | 0.08% | No change | 4,750 | $363K |
| Phillips Wealth Planners LLC | 0.26% | Add +34.3% | 4,636 | $357K |
| Rothschild Investment LLC | 0.01% | Add +137.9% | 4,652 | $356K |
| Moment Partners, LLC | 0.06% | Add +8.5% | 4,579 | $350K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +38.0% | 4,551 | $348K |
| Oxler Private Wealth LLC | 0.10% | Add +0.6% | 4,503 | $344K |
| Evansbrook LLC | 0.21% | No change | 4,499 | $344K |
| Procyon Advisors, LLC | 0.01% | Reduce -0.1% | 4,466 | $342K |
| Qtron Investments LLC | 0.05% | New | 4,458 | $341K |
| Allworth Financial LP | 0.00% | Add +20.8% | 4,453 | $341K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 4,422 | $338K |
| Trust Co of the South | 0.05% | No change | 4,404 | $337K |
| Moors & Cabot, Inc. | 0.01% | New | 4,393 | $336K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 4,345 | $332K |
| Edgestream Partners, L.P. | 0.01% | New | 4,299 | $329K |
| Carrera Capital Advisors | 0.05% | Reduce -0.5% | 4,273 | $327K |
| Sowell Financial Services LLC | 0.01% | Reduce -12.9% | 4,215 | $322K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -12.9% | 4,148 | $317K |
| Ellevest, Inc. | 0.04% | New | 4,134 | $316K |
| Baker Avenue Asset Management, LP | 0.01% | New | 4,123 | $315K |
| Clearstead Advisors, LLC | 0.00% | Add +82.7% | 4,123 | $315K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,215 | $313K |
| Diversify Wealth Management, LLC | 0.01% | Add +28.4% | 4,215 | $313K |
| AlphaCore Capital LLC | 0.01% | New | 4,086 | $313K |
| Zions Bancorporation, National Association | 0.02% | Reduce -3.0% | 4,077 | $312K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.0% | 4,014 | $307K |
| Gradient Investments LLC | 0.00% | Reduce -0.1% | 4,010 | $307K |
| Aprio Wealth Management, LLC | 0.01% | Add +13.2% | 3,948 | $302K |
| Oslo Pensjonsforsikring AS | 0.03% | Add +36.0% | 3,918 | $300K |
| Cresset Asset Management, LLC | 0.00% | Add +3.6% | 3,906 | $299K |
| EntryPoint Capital, LLC | 0.07% | Reduce -69.3% | 3,893 | $298K |
| Mattson Financial Services, LLC | 0.06% | No change | 3,999 | $297K |
| CX Institutional | 0.01% | Reduce -7.7% | 3,884 | $297K |
| Blue Trust, Inc. | 0.00% | Reduce -21.6% | 3,845 | $294K |
| CoreCap Advisors, LLC | 0.01% | Add +38.6% | 3,838 | $294K |
| Stevens Capital Management LP | 0.07% | New | 3,815 | $292K |
| Trust Co. of Toledo NA | 0.02% | Add +7.5% | 3,804 | $291K |
| Aventura Private Wealth, LLC | 0.09% | No change | 3,766 | $288K |
| Perigon Wealth Management, LLC | 0.00% | Add +20.2% | 3,720 | $285K |
| Daymark Wealth Partners, LLC | 0.01% | Add +6.0% | 3,658 | $280K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -20.4% | 3,657 | $280K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | Add +9.5% | 3,644 | $279K |
| Transcend Capital Advisors, LLC | 0.02% | Add +21.1% | 3,633 | $278K |
| Evercore Wealth Management, LLC | 0.00% | New | 3,600 | $275K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.3% | 3,595 | $275K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.6% | 3,593 | $275K |
| Brighton Jones LLC | 0.01% | Add +34.8% | 3,571 | $273K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,537 | $271K |
| Tema ETFs LLC | 0.01% | Add +8.9% | 3,532 | $270K |
| Tobam | 0.07% | Reduce -55.4% | 3,520 | $269K |
| Pointe Capital Management LLC | 0.12% | No change | 3,515 | $269K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.5% | 3,510 | $269K |
| VestGen Advisors, LLC | 0.01% | Add +7.0% | 3,483 | $266K |
| Norden Group LLC | 0.02% | Reduce -11.1% | 3,470 | $265K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 3,450 | $264K |
| Financial Strategies Group, Inc. | 0.04% | Add +0.7% | 3,614 | $262K |
| Mgo One Seven LLC | 0.00% | Add +15.5% | 3,417 | $261K |
| VeraBank, N.A. | 0.04% | No change | 3,400 | $260K |
| Stiles Financial Services Inc | 0.07% | No change | 3,396 | $260K |
| Advisory Services Network, LLC | 0.00% | Add +15.7% | 3,388 | $259K |
| Gsa Capital Partners LLP | 0.02% | New | 3,388 | $259K |
| Banco Santander, S.A. | 0.00% | New | 3,358 | $257K |
| Vontobel Holding Ltd. | 0.00% | Add +6.2% | 3,315 | $254K |
| Summitry LLC | 0.01% | New | 3,303 | $253K |
| Essex Bank | 0.05% | Add +0.0% | 3,269 | $250K |
| LVW Advisors, LLC | 0.02% | Reduce -0.1% | 3,244 | $248K |
| Quarry LP | 0.04% | Reduce -12.3% | 3,231 | $247K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -84.2% | 3,227 | $245K |
| Marex Group Ltd | 0.00% | New | 3,182 | $243K |
| Gen-Wealth Partners Inc | 0.07% | No change | 3,179 | $243K |
| Checchi Capital Advisers, LLC | 0.02% | Add +12.8% | 3,155 | $241K |
| Bollard Group LLC | 0.01% | No change | 3,156 | $241K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 3,135 | $240K |
| CHICAGO TRUST Co NA | 0.03% | No change | 3,100 | $237K |
| Waverly Advisors, LLC | 0.00% | Reduce -11.2% | 3,096 | $237K |
| Horizon Investment Services, LLC | 0.07% | Add +6.2% | 3,089 | $236K |
| Welch & Forbes LLC | 0.00% | New | 3,054 | $234K |
| Journey Advisory Group, LLC | 0.02% | No change | 3,050 | $233K |
| Bull Harbor Capital LLC | 0.05% | New | 3,031 | $232K |
| Spartan Wealth Advisory Services LLC | 0.02% | Reduce -0.4% | 3,024 | $231K |
| SkyOak Wealth, LLC | 0.04% | No change | 3,000 | $230K |
| DV Trading LLC | 0.02% | Add +7.1% | 3,000 | $230K |
| Longboard Asset Management, LP | 3.82% | No change | 2,982 | $228K |
| Jump Financial, LLC | 0.00% | Reduce -31.7% | 2,958 | $226K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.5% | 2,951 | $226K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,950 | $226K |
| Secure Asset Management, LLC | 0.03% | New | 2,906 | $222K |
| Cigna Investments Inc. | 0.03% | Add +4.8% | 2,890 | $221K |
| Savvy Advisors, Inc. | 0.00% | New | 2,854 | $218K |
| Walker Asset Management, LLC | 0.11% | Add +0.8% | 2,836 | $217K |
| Midwest Trust Co | 0.00% | No change | 2,826 | $216K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,824 | $216K |
| 71 West Capital Partners | 0.01% | New | 2,823 | $216K |
| Sovereign Financial Group, Inc. | 0.03% | Reduce -0.2% | 2,818 | $216K |
| Stonebrook Private Inc. | 0.04% | New | 2,765 | $212K |
| Larson Financial Group LLC | 0.01% | Add +36.0% | 2,759 | $211K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +0.3% | 2,758 | $211K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -0.5% | 2,758 | $211K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.0% | 2,752 | $211K |
| Prosperity Financial Group, Inc. | 0.06% | Reduce -2.9% | 2,712 | $208K |
| West Family Investments, Inc. | 0.06% | New | 2,707 | $207K |
| Barnes Pettey Financial Advisors, LLC | 0.06% | No change | 2,700 | $207K |
| Versant Capital Management, Inc | 0.02% | Add +19.4% | 2,680 | $205K |
| Harbour Investments, Inc. | 0.00% | Reduce -36.5% | 2,674 | $205K |
| Miller Financial Services LLC | 0.16% | New | 2,668 | $204K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,714 | $204K |
| Evergreen Capital Management LLC | 0.00% | New | 2,648 | $203K |
| Virtus Investment Advisers, LLC | 0.05% | Add +4.9% | 2,646 | $202K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,636 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.5% | 2,634 | $202K |
| Hexagon Capital Partners LLC | 0.03% | New | 2,626 | $201K |
| Private Trust Co. NA | 0.02% | Add +61.0% | 2,585 | $198K |
| Continuum Advisory, LLC | 0.01% | New | 2,282 | $175K |
| Whittier Trust Co. | 0.00% | Reduce -75.6% | 2,034 | $155K |
| Colonial Trust Co / SC | 0.02% | Reduce -0.8% | 2,022 | $155K |
| Crewe Advisors LLC | 0.01% | Add +5.5% | 2,010 | $154K |
| Summit Securities Group LLC | 0.03% | Add +3596.0% | 1,848 | $141K |
| Harborfront Financial Group LLC | 0.50% | — | 1,740 | $133K |
| Acadian Asset Management LLC | 0.00% | No change | 1,551 | $118K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +0.6% | 1,515 | $116K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 1,500 | $115K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,495 | $114K |
| Caitlin John, LLC | 0.06% | No change | 1,468 | $112K |
| Manchester Capital Management LLC | 0.01% | Add +38.4% | 1,463 | $112K |
| Costello Asset Management, INC | 0.03% | No change | 1,408 | $108K |
| First Financial Corp. | 0.04% | No change | 1,405 | $107K |
| TD Private Client Wealth LLC | 0.00% | Add +7.7% | 1,363 | $104K |
| FWL Investment Management, LLC | 0.02% | No change | 1,350 | $103K |
| SJS Investment Consulting Inc. | 0.01% | Add +74.2% | 1,303 | $100K |
| Simplex Trading, LLC | 0.00% | Add +16.4% | 1,285 | $98K |
| CVA Family Office, LLC | 0.01% | Reduce -17.4% | 1,243 | $95K |
| Spire Wealth Management | 0.00% | Reduce -0.7% | 1,196 | $92K |
| Quent Capital, LLC | 0.01% | Add +20.7% | 1,185 | $91K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -9.7% | 1,177 | $90K |
| Allianz SE | 0.00% | New | 1,140 | $87K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,113 | $85K |
| RHL Group, LLC | 0.07% | Add +0.7% | 1,098 | $85K |
| Montag A & Associates Inc. | 0.00% | No change | 1,100 | $84K |
| Caldwell Trust Co | 0.01% | No change | 1,087 | $83K |
| Grove Bank & Trust | 0.01% | No change | 1,072 | $82K |
| Ostrum Asset Management | 0.00% | No change | 980 | $75K |
| IFP Advisors, Inc | 0.00% | Add +12.2% | 976 | $75K |
| Cromwell Holdings LLC | 0.03% | Add +2.9% | 970 | $74K |
| Bernard Wealth Management Corp. | 0.03% | No change | 962 | $74K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -5.8% | 895 | $68K |
| UMB Bank, n.a. | 0.00% | Add +10.9% | 875 | $67K |
| IFG Advisory, LLC | 0.00% | New | 872 | $67K |
| CYBER HORNET ETFs LLC | 0.04% | Add +0.7% | 843 | $64K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.1% | 822 | $63K |
| Salem Investment Counselors Inc. | 0.00% | No change | 810 | $62K |
| Leonteq Securities AG | 0.00% | New | 805 | $62K |
| Robbins Farley | 0.02% | No change | 800 | $61K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -33.4% | 795 | $61K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 764 | $58K |
| Fiduciary Financial Advisors | 0.01% | New | 700 | $53K |
| Optiver Holding B.V. | 0.00% | Reduce -38.3% | 685 | $52K |
| Richardson Financial Services Inc. | 0.03% | No change | 660 | $50K |
| Bayforest Capital Ltd | 0.05% | New | 644 | $49K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +67.6% | 620 | $47K |
| Covestor Ltd | 0.03% | Add +260.7% | 588 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +3.8% | 574 | $44K |
| Buck Wealth Strategies, LLC | 0.00% | New | 558 | $43K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 539 | $41K |
| True Wealth Design, LLC | 0.01% | Add +324.2% | 526 | $40K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 526 | $40K |
| Dorato Capital Management | 0.03% | No change | 525 | $40K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +1.5% | 470 | $36K |
| Ares Financial Consulting, LLC | 0.02% | No change | 453 | $35K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 451 | $35K |
| MidFirst Bank | 0.00% | No change | 438 | $34K |
| First Horizon Corp. | 0.00% | Add +13.3% | 436 | $33K |
| BankPlus Trust Department | 0.01% | No change | 430 | $33K |
| Trust Co. of Vermont | 0.00% | — | 427 | $33K |
| Lanark Financial, Inc. | 0.00% | Reduce -7.5% | 420 | $32K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -67.3% | 417 | $32K |
| CNB Bank | 0.01% | No change | 413 | $32K |
| St Germain D J Co. Inc. | 0.00% | No change | 413 | $32K |
| Heritage Wealth Advisors | 0.00% | Reduce -59.0% | 400 | $31K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 391 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 420 | $29K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +4.2% | 371 | $28K |
| HM Payson & Co. | 0.00% | No change | 356 | $27K |
| Kilter Group LLC | 0.01% | Add +711.9% | 341 | $26K |
| MV Capital Management, Inc. | 0.00% | Add +2.2% | 326 | $25K |
| Hilltop National Bank | 0.00% | No change | 300 | $23K |
| JNBA Financial Advisors | 0.00% | No change | 300 | $23K |
| Rossby Financial, LCC | 0.00% | Add +16.4% | 284 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 283 | $22K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -6.4% | 263 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -91.6% | 257 | $20K |
| Albion Financial Group | 0.00% | New | 255 | $20K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | No change | 246 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 244 | $19K |
| Prosperity Bancshares Inc | 0.01% | Add +5.2% | 242 | $19K |
| Westside Investment Management, Inc. | 0.00% | Reduce -5.5% | 242 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 221 | $17K |
| Centerpoint Advisors, LLC | 0.00% | No change | 203 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 206 | $16K |
| Eastern Bank | 0.00% | No change | 200 | $15K |
| Tsfg, LLC | 0.00% | No change | 200 | $15K |
| Fortitude Family Office, LLC | 0.00% | Add +2.1% | 195 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +55.3% | 191 | $15K |
| LRI Investments, LLC | 0.00% | Add +8.5% | 191 | $15K |
| GW&K Investment Management, LLC | 0.00% | Add +1.6% | 185 | $14K |
| Clearstead Trust, LLC | 0.00% | New | 173 | $13K |
| West Paces Advisors Inc. | 0.00% | New | 170 | $13K |
| First Pacific Financial | 0.00% | Reduce -4.0% | 170 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 168 | $13K |
| Bangor Savings Bank | 0.00% | No change | 168 | $13K |
| Essential Partners LLC | 0.01% | Add +77.8% | 160 | $12K |
| Atwood & Palmer Inc. | 0.00% | No change | 160 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -2.5% | 158 | $12K |
| Avion Wealth | 0.00% | Add +53.8% | 163 | $12K |
| First Command Advisory Services, Inc. | 0.00% | No change | 150 | $11K |
| Aventus Investment Advisors, Inc. | 0.01% | New | 149 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 147 | $11K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 147 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 145 | $11K |
| Marshall Investment Management, LLC | 0.00% | New | 141 | $11K |
| Bare Financial Services, Inc | 0.00% | Add +182.0% | 141 | $11K |
| Cornerstone Financial Management LLC | 0.01% | Add +25.2% | 139 | $11K |
| MCF Advisors LLC | 0.00% | No change | 132 | $10K |
| Kemnay Advisory Services Inc. | 0.00% | Add +4.9% | 129 | $10K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 129 | $10K |
| Aspect Partners, LLC | 0.00% | No change | 126 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 122 | $9K |
| Compass Financial Management LLC | 0.00% | — | 128 | $9K |
| First Bancorp, Inc | 0.00% | New | 121 | $9K |
| EFG International AG | 0.00% | Reduce -9.8% | 120 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +14.4% | 119 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -7.6% | 121 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 117 | $9K |
| Lazard Asset Management LLC | 0.00% | Reduce -98.7% | 111 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -15.7% | 102 | $8K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.3% | 101 | $8K |
| Southern Michigan Bank & Trust | 0.00% | New | 100 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 100 | $8K |
| Sachetta, LLC | 0.00% | Add +4.4% | 95 | $7K |
| Rialto Wealth Management, LLC | 0.00% | Add +73.6% | 92 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 92 | $7K |
| Lodestone Wealth Management LLC | 0.00% | No change | 87 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +352.6% | 86 | $7K |
| Ameriflex Group, Inc. | 0.00% | Add +1300.0% | 84 | $6K |
| Alerus Financial NA | 0.00% | No change | 84 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 81 | $6K |
| North Star Investment Management Corp. | 0.00% | Add +88.1% | 79 | $6K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Reduce -10.0% | 81 | $6K |
| Fairman Group, LLC | 0.00% | No change | 78 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +156.7% | 77 | $6K |
| City State Bank | 0.00% | No change | 76 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -9.6% | 75 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +83.8% | 68 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -2.9% | 68 | $5K |
| Financial Consulate, Inc. | 0.00% | Add +71.8% | 67 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Add +23.1% | 64 | $5K |
| SouthState Bank Corp | 0.00% | Add +10.3% | 64 | $5K |
| IMG Wealth Management, Inc. | 0.00% | Reduce -7.6% | 61 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 58 | $4K |
| Synergy Investment Management, LLC | 0.00% | Add +375.0% | 57 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +5.8% | 55 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +17.8% | 53 | $4K |
| TD Capital Management LLC | 0.00% | Add +1.9% | 53 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.1% | 51 | $4K |
| Fulcrum Asset Management LLP | 0.00% | New | 50 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +20.0% | 48 | $4K |
| CENTRAL TRUST Co | 0.00% | Add +2.3% | 44 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 41 | $3K |
| Hughes Financial Services, LLC | 0.00% | Add +53.9% | 40 | $3K |
| Noble Wealth Management PBC | 0.00% | New | 39 | $3K |
| Burk Holdings LLC | 0.00% | No change | 39 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 39 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +5.4% | 39 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 37 | $3K |
| American National Bank & Trust | 0.00% | No change | 37 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 35 | $3K |
| SHP Wealth Management | 0.00% | No change | 35 | $3K |
| Main Street Group, LTD | 0.00% | No change | 34 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 32 | $2K |
| Key Capital Management, INC | 0.00% | No change | 31 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 31 | $2K |
| S&T Bank | 0.00% | Add +210.0% | 31 | $2K |
| Monetary Solutions, Ltd | 0.00% | No change | 30 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -6.5% | 29 | $2K |
| Millstone Evans Group, LLC | 0.00% | New | 29 | $2K |
| J.Safra Asset Management Corp | 0.00% | Reduce -51.7% | 29 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +3.6% | 29 | $2K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -93.9% | 27 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 27 | $2K |
| Planning Strategies Inc. | 0.00% | — | 24 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 24 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -8.7% | 21 | $2K |
| Fortis Group Advisors, LLC | 0.00% | New | 20 | $2K |
| Community Financial Services Group, LLC | 0.00% | No change | 20 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 18 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +88.9% | 17 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 17 | $1K |
| Arlington Trust Co LLC | 0.00% | No change | 16 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 15 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +15.4% | 15 | $1K |
| WestEnd Advisors, LLC | 0.00% | Add +15.4% | 15 | $1K |
| 1015 Capital Partners, LLC | 0.00% | No change | 14 | $1K |
| Tidemark, LLC | 0.00% | No change | 14 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 14 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 13 | $995 |
| Anchor Investment Management, LLC | 0.00% | New | 13 | $995 |
| Valued Wealth Advisors LLC | 0.00% | No change | 12 | $918 |
| American Capital Advisory, LLC | 0.00% | Add +50.0% | 12 | $918 |
| Davis Capital Management | 0.00% | Add +175.0% | 11 | $842 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $765 |
| Nvwm, LLC | 0.00% | No change | 10 | $765 |
| Rakuten Securities, Inc. | 0.00% | No change | 10 | $765 |
| Valley National Advisers Inc. | 0.00% | New | 10 | $765 |
| Webster Bank, N. A. | 0.00% | New | 10 | $765 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 9 | $689 |
| Signature Equity Partners, LLC | 0.00% | Reduce -50.0% | 9 | $689 |
| Orion Capital Management LLC | 0.00% | No change | 9 | $689 |
| Elequin Capital, LP | 0.00% | Reduce -93.5% | 9 | $689 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $689 |
| Evolution Wealth Management Inc. | 0.00% | New | 8 | $612 |
| Quaker Wealth Management, LLC | 0.00% | No change | 8 | $612 |
| Kozak & Associates, Inc. | 0.00% | New | 8 | $607 |
| Stone House Investment Management, LLC | 0.00% | No change | 7 | $536 |
| Key Financial Inc | 0.00% | Reduce -84.8% | 7 | $536 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 7 | $536 |
| ROSS\JOHNSON & Associates LLC | 0.01% | Add +20.0% | 6 | $459 |
| Seneschal Advisors, LLC | 0.00% | No change | 6 | $459 |
| Strengthening Families & Communities, LLC | 0.00% | New | 6 | $459 |
| Motco | 0.00% | New | 6 | $459 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -82.1% | 5 | $350 |
| Redwood Park Advisors LLC | 0.00% | No change | 4 | $306 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 4 | $306 |
| Activest Wealth Management | 0.00% | New | 4 | $306 |
| DecisionPoint Financial, LLC | 0.00% | Add +33.3% | 4 | $304 |
| JPL Wealth Management, LLC | 0.00% | New | 3 | $230 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 3 | $205 |
| Mascoma Wealth Management LLC | 0.00% | New | 2 | $153 |
| Trifecta Capital Advisors, LLC | 0.00% | New | 2 | $153 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $77 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $77 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $77 |
| Highland Investment Advisors LLC | 0.00% | — | 1 | $77 |
| Abound Wealth Management | 0.00% | No change | 1 | $46 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 9 | $0 |
| Navigoe, LLC | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is CMS's weight in each manager's 13F, not the share of CMS Energy Corp. the manager owns.