DTE Energy CompanyDTE
13F holders, Q1 2024 (March 31)785holders
7famous investors
$112.15avg. 13F price*
At the end of Q1 2024, 785 institutions reported holding DTE Energy Company (DTE) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.8B), Capital Research Global Investors ($2.4B) and BlackRock Inc. ($1.9B). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- DTE Energy Company
- Sector
- Utilities
- CUSIP
- 233331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $145.8M |
| Exits | 53 | $229.7M |
Ownership 785 holders
| Vanguard Group Inc. | 0.06% | Reduce -0.6% | 24,900,486 | $2.8B |
| Capital Research Global Investors | 0.54% | Add +1.3% | 21,194,653 | $2.4B |
| BlackRock Inc. | 0.04% | Reduce -1.4% | 17,081,870 | $1.9B |
| State Street Corp. | 0.05% | Reduce -5.8% | 9,436,959 | $1.1B |
| T. Rowe Price Investment Management, Inc. | 0.42% | Add +1.1% | 6,146,305 | $689.2M |
| Ameriprise Financial Inc. | 0.17% | Add +2.2% | 5,471,104 | $613.5M |
| Geode Capital Management, LLC | 0.05% | Add +3.5% | 4,686,008 | $524.1M |
| Neuberger Berman Group LLC | 0.33% | Reduce -24.2% | 3,561,307 | $399.2M |
| Pictet Asset Management Holding SA | 0.32% | Reduce -12.9% | 2,587,412 | $290.1M |
| Clearbridge Investments, LLC | 0.23% | Add +224.7% | 2,538,106 | $284.6M |
| Capital World Investors | 0.04% | No change | 2,388,096 | $267.8M |
| Boston Partners | 0.30% | Reduce -10.4% | 2,278,151 | $255.5M |
| Morgan Stanley | 0.02% | Reduce -2.5% | 2,234,189 | $250.5M |
| Invesco Ltd. | 0.05% | Reduce -2.4% | 2,201,676 | $246.9M |
| Franklin Resources Inc. | 0.08% | Add +0.6% | 2,108,730 | $236.5M |
| Janus Henderson Group PLC | 0.13% | Add +6964.9% | 2,090,350 | $234.4M |
| Northern Trust Corp. | 0.04% | Reduce -3.3% | 1,856,282 | $208.2M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -4.4% | 1,607,300 | $180.2M |
| JPMorgan Chase & Co. | 0.02% | Add +24.9% | 1,575,713 | $176.7M |
| Bank of America Corp. | 0.02% | Add +24.6% | 1,524,966 | $171.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.1% | 1,431,533 | $160.5M |
| Legal & General Group Plc | 0.05% | Reduce -2.5% | 1,396,436 | $156.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.5% | 1,238,073 | $138.8M |
| California Public Employees Retirement System | 0.10% | Reduce -1.1% | 1,229,111 | $137.8M |
| Royal Bank of Canada | 0.03% | Add +2.8% | 1,185,733 | $133.0M |
| FMR LLC | 0.01% | Reduce -9.5% | 1,116,151 | $125.2M |
| Duff & Phelps Investment Management Co. | 1.22% | Add +0.0% | 906,516 | $101.7M |
| Brookfield Corp | 0.57% | Reduce -16.0% | 868,362 | $97.4M |
| Jennison Associates LLC | 0.06% | Reduce -6.2% | 855,389 | $95.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +24.6% | 829,532 | $93.0M |
| Westwood Holdings Group Inc. | 0.65% | Add +2.6% | 728,032 | $81.6M |
| Soroban Capital Partners LP | 1.22% | No change | 721,930 | $81.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +5.6% | 663,197 | $74.4M |
| First Trust Advisors LP | 0.08% | Reduce -15.5% | 659,912 | $74.0M |
| Swiss National Bank | 0.05% | Reduce -4.2% | 617,700 | $69.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +4.5% | 597,157 | $68.8M |
| UBS Group AG | 0.02% | Add +108.5% | 574,054 | $64.4M |
| Reaves W H & Co. Inc. | 2.22% | Reduce -17.9% | 542,270 | $60.8M |
| Amundi | 0.03% | Add +15.1% | 559,643 | $59.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -0.9% | 508,713 | $57.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.9% | 496,580 | $55.7M |
| APG Asset Management N.V. | 0.10% | Add +0.7% | 524,962 | $54.5M |
| Energy Income Partners, LLC | 1.11% | Reduce -4.7% | 485,305 | $54.4M |
| Deutsche Bank AG | 0.02% | Add +70.6% | 476,080 | $53.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -12.3% | 468,939 | $52.6M |
| Victory Capital Management Inc. | 0.05% | Reduce -3.3% | 449,875 | $50.4M |
| Prudential Financial Inc. | 0.07% | Add +180.0% | 425,800 | $47.7M |
| Barclays PLC | 0.02% | Reduce -6.4% | 425,360 | $47.7M |
| D. E. Shaw & Co. | 0.07% | Add +2425.0% | 419,101 | $47.0M |
| Canada Pension Plan Investment Board | 0.04% | Add +12.6% | 381,985 | $42.8M |
| Millennium Management | 0.04% | Add +107.5% | 381,523 | $42.8M |
| HITE Hedge Asset Management LLC | 4.30% | Add +135.1% | 381,519 | $42.8M |
| Voya Investment Management LLC | 0.05% | Reduce -8.5% | 373,987 | $41.9M |
| Rhumbline Advisers | 0.04% | Add +0.2% | 350,771 | $39.3M |
| Raymond James & Associates | 0.03% | Add +59.3% | 333,766 | $37.4M |
| Vaughan David Investments LLC | 0.92% | Add +1.9% | 330,212 | $37.0M |
| Balyasny Asset Management L.P. | 0.10% | Reduce -40.8% | 328,890 | $36.9M |
| HSBC Holdings PLC | 0.03% | Add +6.8% | 317,299 | $35.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 293,958 | $33.0M |
| Point72 Asset Management | 0.10% | Reduce -57.0% | 290,567 | $32.6M |
| National Pension Service | 0.04% | Add +1.3% | 277,511 | $31.1M |
| California State Teachers Retirement System | 0.04% | Reduce -3.7% | 276,991 | $31.1M |
| Pinebridge Investments, L.P. | 0.24% | New | 274,195 | $30.7M |
| Wells Fargo & Company | 0.01% | Add +79.2% | 271,997 | $30.5M |
| NewEdge Advisors, LLC | 0.25% | Add +1848.0% | 255,113 | $28.6M |
| Principal Financial Group Inc. | 0.02% | Add +1.5% | 254,477 | $28.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +23.4% | 253,458 | $28.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.8% | 239,681 | $26.9M |
| New York State Teachers Retirement System | 0.05% | Add +9.3% | 234,784 | $26.3M |
| Renaissance Technologies | 0.04% | Add +55.2% | 229,400 | $25.7M |
| Bank of Montreal | 0.01% | Reduce -14.7% | 226,071 | $25.4M |
| State Board of Administration of Florida Retirement System | 0.06% | Add +6.5% | 229,495 | $25.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -11.8% | 222,340 | $24.9M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -26.6% | 216,412 | $24.3M |
| Martingale Asset Management L P | 0.48% | Reduce -6.0% | 215,200 | $24.1M |
| Deprince Race & Zollo Inc. | 0.50% | Reduce -1.1% | 205,510 | $23.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -61.5% | 202,512 | $22.7M |
| New York State Common Retirement Fund | 0.03% | Reduce -7.3% | 183,842 | $20.6M |
| Aventail Capital Group, LP | 1.55% | New | 181,073 | $20.3M |
| Calamos Advisors LLC | 0.14% | Add +0.3% | 181,005 | $20.3M |
| TD Asset Management Inc | 0.02% | Add +1.8% | 180,323 | $20.2M |
| Magellan Asset Management Ltd | 0.19% | Add +1.0% | 174,853 | $19.6M |
| Hudson Bay Capital Management LP | 0.20% | New | 173,800 | $19.5M |
| Squarepoint Ops LLC | 0.08% | Add +2392.6% | 173,758 | $19.5M |
| LPL Financial LLC | 0.01% | Add +20.1% | 171,552 | $19.2M |
| BNP Paribas Financial Markets | 0.02% | Add +2.8% | 169,340 | $19.0M |
| Natixis Advisors, LLC | 0.04% | Reduce -15.5% | 164,369 | $18.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -19.4% | 157,287 | $17.6M |
| Tortoise Capital Advisors, L.L.C. | 0.25% | Reduce -39.5% | 156,542 | $17.6M |
| Ensign Peak Advisors, Inc | 0.03% | Add +11.8% | 154,024 | $17.3M |
| Yaupon Capital Management LP | 1.37% | Reduce -7.7% | 141,645 | $15.9M |
| Adams Diversified Equity Fund, Inc. | 0.55% | No change | 137,400 | $15.4M |
| Glenmede Trust Co. NA | 0.08% | Reduce -2.9% | 136,390 | $15.3M |
| Credit Suisse AG/ | 0.01% | Add +4.2% | 136,237 | $15.3M |
| Gratus Capital, LLC | 0.69% | Add +3.3% | 134,231 | $15.1M |
| Leeward Investments, LLC - MA | 0.67% | Add +4.0% | 134,138 | $15.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +72.7% | 132,425 | $14.9M |
| Teacher Retirement System of Texas | 0.09% | Add +1044.0% | 128,473 | $14.4M |
| Applied Finance Capital Management, LLC | 1.00% | Add +20.5% | 127,180 | $14.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +9.9% | 124,264 | $13.9M |
| State of Wisconsin Investment Board | 0.04% | Add +4.2% | 122,433 | $13.7M |
| Blue Chip Partners, LLC | 1.31% | Add +3.4% | 120,717 | $13.5M |
| Citigroup Inc. | 0.01% | Add +22.7% | 114,714 | $12.9M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -0.6% | 114,540 | $12.8M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -0.5% | 112,198 | $12.6M |
| Asset Management One Co., Ltd. | 0.05% | Add +1.2% | 109,444 | $12.3M |
| Howe & Rusling Inc. | 1.16% | Add +8.2% | 108,177 | $12.1M |
| Panagora Asset Management Inc. | 0.06% | Add +177.8% | 106,433 | $11.9M |
| Illinois Municipal Retirement Fund | 0.18% | Reduce -21.1% | 105,440 | $11.8M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -20.3% | 103,511 | $11.6M |
| AE Wealth Management LLC | 0.13% | Reduce -26.8% | 102,080 | $11.4M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 100,072 | $11.2M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.7% | 92,051 | $10.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.3% | 90,561 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.6% | 90,034 | $10.1M |
| Arvest Trust Co. N A | 0.55% | Reduce -2.0% | 86,958 | $9.8M |
| Aberdeen Group plc | 0.02% | Add +78.3% | 85,396 | $9.6M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -0.1% | 84,386 | $9.5M |
| Nekton Capital Ltd. | 2.20% | New | 84,100 | $9.4M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Reduce -14.9% | 83,447 | $9.4M |
| Beach Investment Counsel Inc. | 1.14% | No change | 84,112 | $9.3M |
| Resona Asset Management Co.,Ltd. | 0.05% | — | 80,141 | $9.0M |
| American Century Companies Inc. | 0.01% | Add +11.0% | 79,909 | $9.0M |
| Sit Investment Associates Inc. | 0.20% | Add +2.3% | 77,125 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +105.6% | 76,608 | $8.6M |
| Cubist Systematic Strategies, LLC | 0.10% | New | 75,649 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Add +17.0% | 72,582 | $8.1M |
| Mediolanum International Funds Ltd | 0.13% | — | 70,329 | $7.8M |
| National Bank of Canada | 0.01% | Reduce -29.7% | 66,991 | $7.7M |
| Comerica Bank | 0.03% | Add +6.2% | 68,388 | $7.7M |
| Korea Investment CORP | 0.02% | Add +2.4% | 66,986 | $7.5M |
| Toronto Dominion Bank | 0.01% | Reduce -44.4% | 65,725 | $7.4M |
| Bank of Nova Scotia | 0.01% | Add +139.0% | 64,065 | $7.2M |
| AQR Capital Management | 0.01% | Reduce -67.2% | 62,370 | $7.0M |
| Creative Planning | 0.01% | Add +8.8% | 61,874 | $6.9M |
| Corient Private Wealth LP | 0.01% | Reduce -3.4% | 61,350 | $6.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -33.6% | 60,385 | $6.8M |
| Sei Investments Co. | 0.01% | Reduce -47.1% | 60,301 | $6.8M |
| Arizona State Retirement System | 0.04% | Add +0.1% | 56,731 | $6.4M |
| State of Michigan Retirement System | 0.03% | Add +0.2% | 56,577 | $6.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.8% | 56,142 | $6.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -14.4% | 54,620 | $6.1M |
| American International Group, Inc. | 0.02% | Reduce -0.1% | 53,989 | $6.1M |
| Sigma Planning Corp | 0.19% | Add +198.4% | 53,877 | $6.0M |
| USS Investment Management Ltd | 0.05% | Reduce -16.5% | 53,239 | $6.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -3.7% | 52,585 | $6.0M |
| Hennessy Advisors Inc. | 0.25% | Reduce -4.4% | 52,304 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 50,613 | $5.7M |
| Entropy Technologies, LP | 0.60% | New | 50,381 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.3% | 49,969 | $5.6M |
| Verition Fund Management LLC | 0.06% | Reduce -79.9% | 49,923 | $5.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -0.7% | 49,187 | $5.5M |
| Strategic Advisors LLC | 1.08% | No change | 48,838 | $5.5M |
| Trexquant Investment LP | 0.11% | New | 48,727 | $5.5M |
| Cyndeo Wealth Partners, LLC | 0.45% | Add +27.8% | 48,389 | $5.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.4% | 48,328 | $5.4M |
| Two Sigma Investments, LP | 0.01% | Add +210.4% | 47,526 | $5.3M |
| Forsta Ap-Fonden | 0.05% | Add +25.7% | 47,500 | $5.3M |
| Retirement Systems of Alabama | 0.02% | Add +0.3% | 45,568 | $5.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -5.0% | 45,387 | $5.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.4% | 45,322 | $5.1M |
| Edgestream Partners, L.P. | 0.25% | New | 44,188 | $5.0M |
| Hantz Financial Services, Inc. | 0.09% | Add +130.3% | 43,270 | $4.9M |
| Patton Albertson Miller Group, LLC | 0.72% | Add +26.9% | 42,710 | $4.8M |
| Amalgamated Bank | 0.04% | Reduce -16.2% | 42,663 | $4.8M |
| IFM Investors Pty Ltd | 0.05% | Add +0.8% | 42,442 | $4.8M |
| Texas Permanent School Fund Corp. | 0.04% | Add +0.3% | 41,908 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +446.5% | 41,335 | $4.6M |
| Decade Renewable Partners LP | 2.38% | New | 40,100 | $4.5M |
| Banco Santander, S.A. | 0.05% | Reduce -0.9% | 39,241 | $4.4M |
| Mariner, LLC | 0.01% | Reduce -9.7% | 38,558 | $4.3M |
| Pacer Advisors, Inc. | 0.01% | Reduce -17.2% | 37,826 | $4.2M |
| Czech National Bank | 0.05% | Add +0.6% | 36,325 | $4.1M |
| Intech Investment Management LLC | 0.06% | Add +35.0% | 35,668 | $4.0M |
| Utah Retirement Systems | 0.05% | No change | 35,659 | $4.0M |
| Gabelli Funds LLC | 0.03% | No change | 35,500 | $4.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -5.6% | 36,577 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -7.5% | 35,019 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +14.9% | 34,878 | $3.9M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +7.3% | 35,498 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +12.9% | 34,655 | $3.9M |
| CIBC Asset Management Inc | 0.01% | Add +2.3% | 34,622 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 34,011 | $3.8M |
| Jane Street Group, LLC | 0.00% | Reduce -45.0% | 33,395 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Add +5.0% | 33,052 | $3.7M |
| Planning Capital Management Corp | 2.68% | Add +3.9% | 32,778 | $3.7M |
| SG Americas Securities, LLC | 0.02% | Reduce -35.3% | 31,117 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -7.7% | 30,997 | $3.5M |
| ProShare Advisors LLC | 0.01% | Reduce -1.6% | 30,624 | $3.4M |
| Gotham Asset Management | 0.05% | Reduce -22.1% | 30,532 | $3.4M |
| Twinbeech Capital LP | 0.07% | New | 30,456 | $3.4M |
| CoreCap Advisors, LLC | 0.18% | Reduce -0.6% | 29,480 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +242.0% | 29,306 | $3.3M |
| Capital Fund Management S.A. | 0.04% | New | 28,560 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.8% | 28,404 | $3.2M |
| Xponance LLC | 0.03% | Add +7.2% | 28,330 | $3.2M |
| Eley Financial Management, Inc | 1.36% | Add +5.9% | 28,242 | $3.2M |
| New York Life Investment Management LLC | 0.03% | Reduce -3.5% | 28,031 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +26.9% | 26,714 | $3.0M |
| Pallas Capital Advisors LLC | 0.12% | Add +6.2% | 26,458 | $3.0M |
| Morton Community Bank | 0.83% | Add +7.1% | 25,810 | $2.9M |
| QRG Capital Management, Inc. | 0.04% | Add +64.7% | 25,187 | $2.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +3.8% | 24,626 | $2.8M |
| Icon Advisers Inc. | 0.61% | New | 24,600 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +33.3% | 23,987 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -4.7% | 23,910 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +3.3% | 23,748 | $2.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +28.5% | 23,670 | $2.7M |
| Avitas Wealth Management LLC | 0.40% | Add +0.8% | 23,502 | $2.6M |
| Public Sector Pension Investment Board | 0.02% | Reduce -3.2% | 23,430 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.9% | 23,423 | $2.6M |
| Gilliland Jeter Wealth Management LLC | 0.88% | No change | 22,425 | $2.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +41.0% | 22,256 | $2.5M |
| Executive Wealth Management, LLC | 0.22% | Add +2.4% | 22,163 | $2.5M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 21,143 | $2.4M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | New | 21,141 | $2.4M |
| Arvest Investments, Inc. | 0.37% | Reduce -11.3% | 20,766 | $2.3M |
| Cibc World Markets Corp. | 0.02% | Reduce -21.9% | 20,727 | $2.3M |
| Commerce Bank | 0.01% | Reduce -0.6% | 20,167 | $2.3M |
| LMCG Investments, LLC | 0.13% | Reduce -16.3% | 20,120 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +0.2% | 20,102 | $2.3M |
| Cornercap Investment Counsel Inc. | 0.34% | Reduce -1.1% | 19,738 | $2.2M |
| Schroder Investment Management Group | 0.00% | Add +22.4% | 19,575 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Add +4.5% | 18,750 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +12.2% | 18,602 | $2.1M |
| 1832 Asset Management L.P. | 0.00% | Reduce -2.4% | 18,359 | $2.1M |
| Huntington National Bank | 0.02% | Add +0.3% | 18,071 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +9.6% | 17,644 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 16,959 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.6% | 16,629 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +8.9% | 16,544 | $1.9M |
| STRS Ohio | 0.01% | Reduce -85.1% | 16,467 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +42.3% | 16,342 | $1.8M |
| KBC Group NV | 0.01% | Add +17.8% | 16,106 | $1.8M |
| Point72 Hong Kong Ltd | 0.09% | New | 16,047 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +17.0% | 15,886 | $1.8M |
| Kentucky Retirement Systems | 0.05% | Reduce -5.0% | 15,679 | $1.8M |
| Planning Alternatives Ltd. | 0.28% | New | 15,433 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +33.3% | 15,136 | $1.7M |
| Fulton Bank, N.A. | 0.07% | Add +0.3% | 15,094 | $1.7M |
| HighPoint Advisor Group LLC | 0.12% | Add +0.9% | 14,296 | $1.6M |
| Engineers Gate Manager LP | 0.04% | Add +49.8% | 14,670 | $1.6M |
| PEAK6 Investments LLC | 0.08% | Add +37.9% | 14,666 | $1.6M |
| Jump Financial, LLC | 0.04% | Reduce -38.3% | 14,659 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | No change | 15,730 | $1.6M |
| Ascent Group, LLC | 0.14% | Reduce -0.3% | 14,623 | $1.6M |
| Vident Advisory, LLC | 0.03% | New | 14,547 | $1.6M |
| Dynamic Technology Lab Private Ltd | 0.17% | Add +301.5% | 14,519 | $1.6M |
| LSV Asset Management | 0.00% | No change | 14,400 | $1.6M |
| GYL Financial Synergies, LLC | 0.13% | Add +4.3% | 14,346 | $1.6M |
| Sherbrooke Park Advisers LLC | 0.31% | Add +47.8% | 14,293 | $1.6M |
| Plante Moran Financial Advisors, LLC | 0.17% | Reduce -0.6% | 14,281 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 13,990 | $1.6M |
| First American Bank | 0.12% | Add +19.1% | 13,589 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.0% | 13,583 | $1.5M |
| Columbia Asset Management | 0.31% | No change | 13,815 | $1.5M |
| Quantinno Capital Management LP | 0.03% | Add +126.2% | 13,468 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -3.8% | 13,380 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.6% | 13,375 | $1.5M |
| Sculati Wealth Management, LLC | 0.65% | Reduce -2.5% | 13,319 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Reduce -56.3% | 12,917 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.3% | 12,614 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +17.9% | 12,520 | $1.4M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +116.5% | 12,295 | $1.4M |
| Miller Howard Investments Inc. | 0.05% | Reduce -16.4% | 12,286 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -7.0% | 12,111 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.0% | 12,000 | $1.3M |
| Larson Financial Group LLC | 0.10% | Reduce -17.2% | 11,997 | $1.3M |
| Capstone Investment Advisors, LLC | 0.05% | Add +113.3% | 11,987 | $1.3M |
| Credit Agricole S A | 0.02% | Add +115.0% | 12,542 | $1.3M |
| Azimuth Capital Investment Management LLC | 0.05% | No change | 11,815 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +12.1% | 11,687 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 11,646 | $1.3M |
| Old National Bancorp | 0.03% | Reduce -3.0% | 11,577 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +60.0% | 11,482 | $1.3M |
| Modern Wealth Management, LLC | 0.12% | Reduce -2.9% | 11,310 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -64.5% | 10,978 | $1.2M |
| Kintra Wealth, LLC | 0.90% | Reduce -0.0% | 10,850 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.1% | 10,825 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Add +16.9% | 10,777 | $1.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -7.2% | 10,740 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +407.3% | 10,715 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -9.9% | 10,621 | $1.2M |
| Point72 (DIFC) Ltd | 0.09% | — | 10,487 | $1.2M |
| Teza Capital Management LLC | 0.16% | Reduce -22.2% | 10,477 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.45% | Reduce -10.6% | 10,621 | $1.2M |
| IFP Advisors, Inc | 0.05% | Add +24.9% | 10,407 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.8% | 10,396 | $1.2M |
| Strategic Investment Advisors / MI | 0.15% | Reduce -3.4% | 10,324 | $1.2M |
| Independent Advisor Alliance | 0.04% | Reduce -6.7% | 10,227 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.5% | 10,182 | $1.1M |
| Lockheed Martin Investment Management Co. | 0.08% | Reduce -12.9% | 10,100 | $1.1M |
| Cadence Bank | 0.08% | Reduce -6.4% | 10,070 | $1.1M |
| Fiduciary Alliance LLC | 0.20% | Reduce -0.9% | 10,127 | $1.1M |
| Cwm, LLC | 0.01% | Reduce -12.5% | 9,851 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +380.6% | 9,804 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +155.7% | 9,790 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +10.5% | 9,763 | $1.1M |
| Horizon Investments, LLC | 0.03% | Add +154.6% | 9,622 | $1.1M |
| Nordea Investment Management AB | 0.00% | No change | 9,474 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +16.5% | 9,447 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.6% | 9,444 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -9.1% | 9,436 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -0.8% | 9,320 | $1.0M |
| Procyon Advisors, LLC | 0.08% | New | 9,206 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.4% | 9,301 | $1.0M |
| Vestcor Inc | 0.04% | Reduce -12.0% | 9,155 | $1.0M |
| Great Lakes Retirement, Inc. | 0.15% | Reduce -1.8% | 9,148 | $1.0M |
| Peddock Capital Advisors, LLC | 0.26% | Reduce -1.0% | 9,011 | $1.0M |
| Westpac Banking Corp. | 0.08% | Add +27.2% | 8,895 | $997K |
| Dana Investment Advisors, Inc. | 0.03% | Add +11.3% | 8,632 | $968K |
| Fifth Third Bancorp | 0.00% | Add +1.0% | 8,602 | $965K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +15.2% | 8,412 | $943K |
| Trivium Point Advisory, LLC | 0.20% | Reduce -6.4% | 8,405 | $943K |
| City Holding Co. | 0.14% | Add +14.8% | 8,402 | $942K |
| Metropolitan Life Insurance Co | 0.04% | Reduce -0.8% | 8,326 | $934K |
| Retirement Guys Formula LLC | 0.45% | Add +194.6% | 8,299 | $931K |
| Aigen Investment Management, LP | 0.20% | New | 8,016 | $899K |
| Leisure Capital Management | 0.45% | Add +0.2% | 8,006 | $898K |
| Intrust Bank NA | 0.10% | Reduce -6.3% | 7,947 | $891K |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Reduce -29.7% | 7,836 | $879K |
| iA Global Asset Management Inc. | 0.02% | New | 7,753 | $869K |
| Profund Advisors LLC | 0.03% | Reduce -7.5% | 7,704 | $864K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.6% | 7,661 | $859K |
| Townsquare Capital LLC | 0.01% | Add +35.4% | 7,649 | $858K |
| Bayesian Capital Management, LP | 0.08% | Reduce -25.2% | 7,600 | $852K |
| CBRE Investment Management Listed Real Assets LLC | 0.02% | Reduce -0.7% | 7,596 | $852K |
| Citadel Advisors | 0.00% | Add +377.7% | 7,519 | $843K |
| Praxis Investment Management Inc. | 0.05% | No change | 7,370 | $826K |
| Norinchukin Bank, The | 0.02% | Reduce -1.4% | 7,250 | $813K |
| Empirical Finance, LLC | 0.05% | Add +3.6% | 7,165 | $803K |
| Founders Financial Securities LLC | 0.08% | New | 7,156 | $802K |
| Macquarie Group Ltd. | 0.00% | Add +13.3% | 7,108 | $797K |
| Sigma Investment Counselors Inc. | 0.05% | Add +0.5% | 7,079 | $794K |
| First Trust Direct Indexing L.P. | 0.06% | Add +8.2% | 6,949 | $779K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +196.6% | 6,878 | $771K |
| Lloyd Advisory Services, LLC. | 0.16% | New | 6,850 | $768K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -7.2% | 6,813 | $764K |
| Advisors Asset Management, Inc. | 0.01% | Add +70.9% | 6,753 | $757K |
| Magnetar Financial LLC | 0.02% | New | 6,740 | $756K |
| Spirit of America Management Corp. | 0.15% | Add +4.7% | 6,700 | $751K |
| Metis Global Partners, LLC | 0.03% | Reduce -1.3% | 6,579 | $738K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.4% | 6,552 | $735K |
| Allworth Financial LP | 0.01% | Reduce -5.2% | 6,493 | $728K |
| Assenagon Asset Management S.A. | 0.00% | Add +12.1% | 6,480 | $727K |
| Probity Advisors, Inc. | 0.15% | Reduce -2.3% | 6,444 | $723K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.7% | 6,421 | $720K |
| Inceptionr LLC | 0.19% | New | 6,413 | $719K |
| SS&H Financial Advisors, Inc. | 0.30% | Reduce -13.5% | 6,400 | $717K |
| FSA Advisors, Inc. | 0.77% | Add +4.1% | 6,391 | $717K |
| TFG Advisers LLC | 0.28% | Reduce -3.8% | 6,304 | $707K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +2.8% | 6,267 | $703K |
| Meeder Advisory Services, Inc. | 0.07% | Reduce -8.0% | 6,258 | $702K |
| Summit Global Investments | 0.05% | New | 6,189 | $694K |
| Stephens Inc. | 0.01% | Add +47.7% | 6,176 | $693K |
| Atom Investors LP | 0.09% | Reduce -2.3% | 6,129 | $687K |
| Occudo Quantitative Strategies LP | 0.12% | New | 6,124 | $687K |
| SageView Advisory Group, LLC | 0.03% | Reduce -8.8% | 6,116 | $686K |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | Add +14.0% | 6,110 | $685K |
| EPG Wealth Management LLC | 0.17% | Add +2.2% | 6,101 | $684K |
| Huber Capital Management LLC | 0.15% | Reduce -22.2% | 5,994 | $672K |
| North Star Investment Management Corp. | 0.05% | Add +0.3% | 5,977 | $670K |
| Pinnacle Associates Ltd. | 0.01% | Add +6.8% | 5,955 | $668K |
| Kapitalo Investimentos Ltda | 0.14% | New | 5,729 | $642K |
| Greenleaf Trust | 0.01% | Reduce -2.5% | 5,692 | $638K |
| Exchange Traded Concepts, LLC | 0.02% | New | 5,598 | $628K |
| Hilltop National Bank | 0.21% | — | 5,587 | $627K |
| Rakuten Investment Management, Inc. | 0.00% | Add +988.2% | 5,550 | $622K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +4.6% | 5,438 | $615K |
| Lakeshore Financial Planning, Inc. | 0.31% | Reduce -0.3% | 5,468 | $613K |
| Parcion Private Wealth LLC | 0.05% | No change | 5,464 | $613K |
| Ingalls & Snyder LLC | 0.03% | No change | 5,371 | $602K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.0% | 5,362 | $601K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 5,356 | $601K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +16.2% | 5,355 | $601K |
| Acorn Wealth Advisors, LLC | 0.31% | Add +0.2% | 5,320 | $597K |
| Kingswood Wealth Advisors, LLC | 0.07% | No change | 5,317 | $596K |
| Legacy Private Trust Co. | 0.04% | No change | 5,288 | $593K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -80.2% | 5,265 | $590K |
| Choreo, LLC | 0.01% | Add +0.9% | 5,213 | $585K |
| Centennial Wealth Advisory LLC | 0.27% | Reduce -3.1% | 5,204 | $584K |
| Copperwynd Financial, LLC | 0.21% | Add +3.8% | 5,199 | $583K |
| Secure Asset Management, LLC | 0.13% | Reduce -33.8% | 5,086 | $570K |
| Savant Capital, LLC | 0.01% | Add +1.4% | 5,085 | $570K |
| Lido Advisors, LLC | 0.01% | Add +4.8% | 5,016 | $567K |
| Center for Financial Planning, Inc. | 0.08% | Add +2.2% | 4,972 | $558K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 4,909 | $550K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.3% | 4,886 | $548K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.2% | 4,884 | $548K |
| Princeton Global Asset Management LLC | 0.13% | Add +19.7% | 4,825 | $541K |
| Tidal Investments LLC | 0.01% | Add +9.2% | 4,807 | $539K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +59.6% | 4,792 | $537K |
| Harbor Capital Advisors, Inc. | 0.07% | Add +20.5% | 4,793 | $537K |
| NEOS Investment Management LLC | 0.03% | Add +62.5% | 4,764 | $534K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.2% | 4,758 | $534K |
| Tectonic Advisors LLC | 0.04% | Add +5.5% | 4,601 | $516K |
| Hummer Financial Advisory Services Inc | 0.42% | Add +3.2% | 4,553 | $515K |
| Degroof Petercam Asset Management | 0.01% | No change | 4,578 | $513K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -8.3% | 4,563 | $512K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 4,555 | $511K |
| Glenview Trust Co | 0.01% | Reduce -3.4% | 4,455 | $500K |
| Oliver Lagore Vanvalin Investment Group | 0.15% | Reduce -54.6% | 4,426 | $496K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +30.9% | 4,337 | $486K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.1% | 4,332 | $486K |
| Simplicity Wealth,LLC | 0.01% | New | 4,319 | $484K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +14.1% | 4,193 | $470K |
| MGB Wealth Management, LLC | 0.19% | No change | 4,154 | $466K |
| NorthRock Partners, LLC | 0.02% | Add +1.3% | 4,093 | $463K |
| Alberta Investment Management Corp | 0.00% | No change | 4,100 | $460K |
| Chicago Capital, LLC | 0.01% | Reduce -3.4% | 4,074 | $457K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.8% | 4,073 | $457K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -5.8% | 4,055 | $455K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,019 | $451K |
| Raymond James Trust N.A. | 0.01% | Reduce -4.6% | 4,010 | $450K |
| Ostrum Asset Management | 0.04% | No change | 3,980 | $446K |
| Calamos Wealth Management LLC | 0.03% | Reduce -0.1% | 3,970 | $445K |
| Fox Run Management, L.L.C. | 0.10% | New | 3,951 | $443K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.7% | 3,906 | $438K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.1% | 3,895 | $437K |
| Jacobi Capital Management LLC | 0.04% | Add +0.8% | 3,891 | $436K |
| Stephens Consulting, LLC | 0.13% | Reduce -3.9% | 3,842 | $431K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 3,827 | $429K |
| Arbor Wealth Advisors LLC | 0.40% | No change | 3,808 | $427K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.3% | 3,787 | $425K |
| Tiaa Trust, National Association | 0.00% | Add +2.9% | 3,771 | $423K |
| Montecito Bank & Trust | 0.08% | Reduce -11.6% | 3,751 | $421K |
| My Legacy Advisors, LLC | 0.14% | Add +5.7% | 3,740 | $419K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -7.6% | 3,684 | $413K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +90.8% | 3,673 | $412K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +90.8% | 3,673 | $412K |
| Capula Management Ltd | 0.01% | New | 3,672 | $412K |
| SJS Investment Consulting Inc. | 0.08% | Add +0.1% | 3,668 | $411K |
| Ieq Capital, LLC | 0.01% | Add +3.2% | 3,632 | $407K |
| Cognios Beta Neutral Large Cap Fund, LP | 0.53% | New | 3,607 | $404K |
| Redwood Wealth Management Group, LLC | 0.43% | No change | 3,597 | $403K |
| Connectus Wealth, LLC | 0.01% | Reduce -0.3% | 3,585 | $402K |
| NorthCoast Asset Management LLC | 0.01% | New | 3,536 | $397K |
| Advance Capital Management, Inc. | 0.03% | Reduce -25.3% | 3,524 | $395K |
| Wellington Shields & Co., LLC | 0.13% | No change | 3,500 | $392K |
| MAI Capital Management | 0.00% | Reduce -3.7% | 3,445 | $386K |
| Wedbush Securities Inc. | 0.01% | New | 3,437 | $385K |
| Eisler Capital (UK) Ltd. | 0.05% | New | 3,427 | $384K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -12.3% | 3,500 | $382K |
| GEM Asset Management, LLC | 0.26% | No change | 3,625 | $382K |
| Walleye Capital LLC | 0.00% | New | 3,402 | $382K |
| Richard W. Paul & Associates, LLC | 0.15% | No change | 3,401 | $381K |
| Sovereign Financial Group, Inc. | 0.10% | New | 3,363 | $377K |
| Corton Capital Inc. | 0.14% | Add +41.0% | 3,347 | $375K |
| Whittier Trust Co. | 0.01% | No change | 3,345 | $375K |
| Investment Management Corp of Ontario | 0.01% | Reduce -31.0% | 3,342 | $375K |
| Qube Research & Technologies Ltd | 0.00% | No change | 3,328 | $373K |
| Monograph Wealth Advisors, LLC | 0.05% | New | 3,250 | $368K |
| Balanced Wealth Group LLC | 0.16% | Add +3.1% | 3,081 | $358K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -9.9% | 3,191 | $358K |
| V-Square Quantitative Management LLC | 0.05% | Add +35.2% | 3,187 | $357K |
| Fiduciary Trust Co | 0.01% | No change | 3,184 | $357K |
| Keybank National Association | 0.00% | Reduce -36.7% | 3,171 | $356K |
| Aviva PLC | 0.00% | No change | 3,156 | $354K |
| Regions Financial Corp. | 0.00% | No change | 3,144 | $353K |
| Fortis Group Advisors, LLC | 0.06% | No change | 3,119 | $350K |
| Syon Capital LLC | 0.03% | Add +0.8% | 3,113 | $349K |
| Brown Wealth Management, LLC | 0.14% | Reduce -0.7% | 3,106 | $348K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -25.6% | 3,089 | $346K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | No change | 3,082 | $346K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Reduce -5.2% | 3,058 | $343K |
| Stonebrook Private Inc. | 0.10% | Add +0.5% | 3,054 | $342K |
| Assetmark, Inc. | 0.00% | Add +43.7% | 3,043 | $341K |
| Balentine LLC | 0.01% | Reduce -0.8% | 3,012 | $338K |
| Inscription Capital, LLC | 0.06% | No change | 3,010 | $338K |
| Palisade Asset Management, LLC | 0.03% | No change | 3,000 | $336K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 2,981 | $334K |
| Lazard Asset Management LLC | 0.00% | Add +37250.0% | 2,988 | $334K |
| GTS Securities LLC | 0.01% | Reduce -44.7% | 2,904 | $326K |
| Centiva Capital, LP | 0.02% | New | 2,898 | $325K |
| Pier 88 Investment Partners LLC | 0.51% | No change | 2,894 | $325K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.2% | 2,864 | $321K |
| GAMMA Investing LLC | 0.07% | Add +25.0% | 2,861 | $321K |
| Lincoln National Corp. | 0.01% | Add +4.2% | 2,858 | $321K |
| Csenge Advisory Group | 0.02% | Add +8.2% | 2,828 | $317K |
| Brookstone Capital Management | 0.01% | Add +3.0% | 2,809 | $315K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 2,797 | $314K |
| Wintrust Investments LLC | 0.03% | Add +0.1% | 2,759 | $309K |
| Signaturefd, LLC | 0.01% | Reduce -5.8% | 2,754 | $309K |
| HB Wealth Management, LLC | 0.00% | Add +2.9% | 2,732 | $306K |
| Retirement Income Solutions, Inc. | 0.07% | Reduce -1.3% | 2,727 | $306K |
| Apollon Wealth Management, LLC | 0.01% | Add +8.8% | 2,696 | $302K |
| NBT Bank, N.A. | 0.02% | No change | 2,684 | $301K |
| Icon Wealth Advisors, LLC | 0.03% | New | 2,661 | $298K |
| Romano Brothers and Company | 0.04% | No change | 2,640 | $296K |
| MeadowBrook Investment Advisors LLC | 0.28% | No change | 2,616 | $293K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 2,604 | $292K |
| Merit Financial Group, LLC | 0.01% | Add +6.3% | 2,586 | $292K |
| Stonegate Investment Group, LLC | 0.01% | New | 2,588 | $290K |
| Signal Advisors Wealth, LLC | 0.07% | Add +17.2% | 2,567 | $288K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 2,539 | $285K |
| Aptus Capital Advisors, LLC | 0.01% | Add +4.9% | 2,538 | $285K |
| Farmers Trust Co. | 0.06% | New | 2,508 | $281K |
| WealthBridge Capital Management, LLC | 0.09% | No change | 2,505 | $281K |
| Mirabella Financial Services LLP | 0.02% | New | 2,471 | $277K |
| HRT Financial LP | 0.00% | Add +23.2% | 2,477 | $277K |
| Machina Capital S.A.S. | 0.15% | New | 2,470 | $277K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -15.1% | 2,468 | $277K |
| Trust Point Inc. | 0.02% | New | 2,459 | $276K |
| Affinity Wealth Management LLC | 0.05% | No change | 2,459 | $276K |
| Baker Tilly Wealth Management, LLC | 0.05% | New | 2,428 | $272K |
| Empowered Funds, LLC | 0.00% | Add +16.2% | 2,427 | $272K |
| Paragon Private Wealth Management, LLC | 0.16% | Add +4.4% | 2,423 | $272K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 2,420 | $271K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +80300.0% | 2,412 | $270K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -94.9% | 2,396 | $269K |
| International Private Wealth Advisors LLC | 0.52% | New | 2,389 | $268K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.0% | 2,386 | $268K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.4% | 2,380 | $267K |
| Belpointe Asset Management LLC | 0.02% | Reduce -5.6% | 2,372 | $266K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 2,364 | $265K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.0% | 2,353 | $264K |
| Nemes Rush Group LLC | 0.04% | Add +0.0% | 2,332 | $261K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +0.4% | 2,320 | $260K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -48.6% | 2,316 | $260K |
| Magnolia Wealth Management, LLC | 0.11% | New | 2,330 | $260K |
| PBMares Wealth Management LLC | 0.07% | No change | 2,301 | $258K |
| Diversified Portfolios, Inc. | 0.04% | Add +12.5% | 2,283 | $256K |
| Fiduciary Family Office, LLC | 0.10% | New | 2,278 | $255K |
| Foguth Wealth Management, LLC. | 0.14% | — | 2,272 | $255K |
| NewEdge Wealth, LLC | 0.01% | Reduce -39.0% | 2,274 | $254K |
| CPR Investments Inc. | 0.19% | Add +2.3% | 2,271 | $254K |
| Symmetry Partners, LLC | 0.02% | No change | 2,254 | $253K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.3% | 2,261 | $253K |
| Regal Investment Advisors LLC | 0.02% | Add +5.1% | 2,242 | $251K |
| Vima LLC | 0.29% | No change | 2,282 | $250K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -13.8% | 2,212 | $248K |
| Hyman Charles D | 0.01% | No change | 2,200 | $247K |
| Calydon Capital | 0.05% | Reduce -1.4% | 2,196 | $247K |
| Caprock Group, LLC | 0.01% | Reduce -5.5% | 2,171 | $246K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | No change | 2,278 | $245K |
| Cigna Investments Inc. | 0.05% | Add +3.5% | 2,184 | $245K |
| Siemens Fonds Invest GmbH | 0.02% | No change | 2,156 | $242K |
| Oxler Private Wealth LLC | 0.09% | Add +0.9% | 2,151 | $241K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.2% | 2,146 | $241K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,133 | $239K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.02% | No change | 2,135 | $239K |
| NTV Asset Management LLC | 0.04% | No change | 2,120 | $238K |
| Asset Allocation Strategies LLC | 0.08% | New | 2,119 | $238K |
| SkyOak Wealth, LLC | 0.06% | Reduce -4.1% | 2,111 | $237K |
| Vantage Consulting Group Inc | 0.15% | Reduce -2.4% | 2,104 | $236K |
| Private Trust Co. NA | 0.03% | Add +119.6% | 2,102 | $236K |
| AIFG Consultants Ltd. | 0.17% | Reduce -0.1% | 2,099 | $235K |
| Aspen Investment Management Inc | 0.12% | No change | 2,088 | $234K |
| Coppell Advisory Solutions Corp. | 0.04% | — | 2,081 | $233K |
| Veltria Advisors Corp. | 0.06% | New | 2,078 | $233K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.0% | 2,055 | $230K |
| Personal Cfo Solutions, LLC | 0.04% | Add +2.6% | 2,052 | $230K |
| Morningstar Investment Management LLC | 0.02% | No change | 2,055 | $230K |
| Bessemer Group Inc. | 0.00% | Add +11.4% | 2,047 | $229K |
| Enterprise Financial Services Corp | 0.14% | Add +0.5% | 2,035 | $228K |
| MCF Advisors LLC | 0.02% | No change | 2,011 | $228K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +48.6% | 3,008 | $227K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 2,017 | $226K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,009 | $225K |
| XML Financial, LLC | 0.02% | No change | 2,000 | $224K |
| Mather Group, Llc. | 0.00% | No change | 2,022 | $223K |
| CI Investments Inc. | 0.00% | Add +26.1% | 1,977 | $222K |
| Graypoint LLC | 0.02% | New | 1,979 | $222K |
| Equitable Holdings, Inc. | 0.00% | Reduce -44.6% | 1,977 | $222K |
| Danske Bank A/S | 0.00% | — | 1,975 | $221K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.3% | 1,957 | $220K |
| Quantum Financial Advisors, LLC | 0.04% | Reduce -0.7% | 1,949 | $219K |
| Parallel Advisors, LLC | 0.01% | Add +13.8% | 1,920 | $215K |
| SYSTM Wealth Solutions LLC | 0.03% | Add +163.9% | 1,903 | $214K |
| Quadrant Capital Group LLC | 0.02% | Add +1.9% | 1,901 | $213K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -15.8% | 1,860 | $209K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,849 | $207K |
| Fermata Advisors, LLC | 0.05% | Add +0.6% | 1,842 | $207K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 1,839 | $206K |
| Pointe Capital Management LLC | 0.13% | No change | 1,829 | $205K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -10.7% | 1,821 | $204K |
| Blue Trust, Inc. | 0.00% | Reduce -2.8% | 1,819 | $204K |
| Triton Wealth Management, PLLC | 0.14% | New | 1,829 | $203K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 1,800 | $202K |
| Richardson Financial Services Inc. | 0.14% | Add +10.2% | 1,780 | $200K |
| Caldwell Trust Co | 0.02% | Add +9.9% | 1,712 | $192K |
| Alaska Permanent Fund Corp | 0.00% | Add +3.9% | 1,687 | $189K |
| Steph & Co. | 0.06% | Add +15.6% | 1,664 | $187K |
| nVerses Capital, LLC | 0.43% | New | 1,600 | $179K |
| Delta Asset Management LLC | 0.02% | No change | 1,561 | $175K |
| Avior Wealth Management, LLC | 0.01% | New | 1,529 | $171K |
| Continuum Advisory, LLC | 0.03% | New | 1,469 | $171K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 1,451 | $162K |
| Rothschild Investment LLC | 0.01% | Add +0.7% | 1,405 | $158K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +29.1% | 1,392 | $156K |
| Riverview Trust Co | 0.12% | New | 1,375 | $154K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.8% | 1,336 | $154K |
| Cambridge Trust Co. | 0.01% | No change | 1,360 | $153K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,359 | $152K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.5% | 1,353 | $150K |
| Financial Perspectives, Inc | 0.06% | Add +0.5% | 1,328 | $149K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 1,319 | $148K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 1,206 | $135K |
| Kelly Financial Services LLC | 0.05% | Add +0.1% | 1,197 | $134K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,173 | $132K |
| Western Pacific Wealth Management, LP | 0.09% | Add +16.6% | 1,116 | $125K |
| Burkett Financial Services, LLC | 0.06% | Add +1.0% | 1,115 | $125K |
| Sentry Investment Management LLC | 0.05% | No change | 1,084 | $122K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 1,082 | $121K |
| HM Payson & Co. | 0.00% | Reduce -27.0% | 1,080 | $121K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +661.0% | 1,035 | $114K |
| S.A. Mason LLC | 0.07% | Add +5.7% | 1,014 | $114K |
| Adirondack Trust Co. | 0.05% | No change | 1,010 | $113K |
| Principal Securities, Inc. | 0.00% | Add +104.5% | 1,006 | $113K |
| Impact Partnership Wealth, LLC | 0.04% | No change | 1,000 | $112K |
| Webster Bank, N. A. | 0.01% | No change | 995 | $112K |
| Wetzel Investment Advisors, Inc. | 0.07% | No change | 1,044 | $111K |
| Global Assets Advisory, LLC | 0.07% | New | 1,000 | $111K |
| Lindbrook Capital, LLC | 0.01% | Reduce -0.1% | 967 | $108K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -87.1% | 966 | $108K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -6.4% | 944 | $106K |
| TD Private Client Wealth LLC | 0.00% | Add +37.8% | 944 | $106K |
| Pacific Center for Financial Services | 0.03% | No change | 920 | $103K |
| Creative Capital Management Investments LLC | 0.05% | No change | 914 | $103K |
| Federated Hermes, Inc. | 0.00% | Reduce -17.2% | 911 | $102K |
| Washington Trust Advisors, Inc. | 0.01% | Add +5.4% | 897 | $101K |
| Lanark Financial, Inc. | 0.01% | Reduce -24.0% | 870 | $97K |
| First Command Advisory Services, Inc. | 0.00% | New | 852 | $96K |
| American National Bank & Trust | 0.01% | No change | 822 | $92K |
| Concord Wealth Partners | 0.02% | No change | 821 | $92K |
| Jones Financial Companies LLLP | 0.00% | Add +825.6% | 796 | $89K |
| Hexagon Capital Partners LLC | 0.02% | Add +2.1% | 789 | $88K |
| Walleye Trading LLC | 0.00% | Reduce -81.9% | 780 | $87K |
| Tortoise Investment Management, LLC | 0.01% | Add +88.3% | 740 | $83K |
| Essex Investment Management Co. LLC | 0.02% | No change | 735 | $82K |
| United Community Bank | 0.03% | Add +10.6% | 732 | $82K |
| Quarry LP | 0.03% | Add +26.1% | 724 | $81K |
| Gradient Investments LLC | 0.00% | Reduce -66.6% | 698 | $78K |
| UMB Bank, n.a. | 0.00% | No change | 698 | $78K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.5% | 695 | $78K |
| Sound Income Strategies, LLC | 0.01% | No change | 676 | $76K |
| Atticus Wealth Management, LLC | 0.02% | No change | 635 | $71K |
| Spire Wealth Management | 0.00% | Add +65.0% | 632 | $71K |
| Gen-Wealth Partners Inc | 0.03% | — | 612 | $69K |
| TCTC Holdings, LLC | 0.00% | No change | 604 | $68K |
| Alta Advisers Ltd | 0.03% | No change | 600 | $67K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -2.0% | 596 | $67K |
| AllSquare Wealth Management LLC | 0.04% | No change | 552 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 548 | $61K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 543 | $61K |
| Smartleaf Asset Management LLC | 0.01% | New | 542 | $60K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +196.6% | 519 | $58K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.2% | 510 | $57K |
| Crewe Advisors LLC | 0.01% | New | 509 | $57K |
| Oakworth Capital, Inc. | 0.00% | Reduce -42.5% | 508 | $57K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 508 | $57K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 506 | $57K |
| Logan Capital Management Inc. | 0.00% | No change | 500 | $56K |
| WASHINGTON TRUST Co | 0.00% | New | 500 | $56K |
| Toth Financial Advisory Corp. | 0.01% | No change | 489 | $55K |
| Creekmur Asset Management LLC | 0.02% | Add +1.0% | 484 | $54K |
| Sandy Spring Bank | 0.00% | No change | 469 | $53K |
| Abich Financial Wealth Management LLC | 0.04% | No change | 455 | $51K |
| Versant Capital Management, Inc | 0.01% | No change | 445 | $50K |
| Salomon & Ludwin, LLC | 0.00% | Add +82.3% | 432 | $48K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -7.3% | 419 | $47K |
| Dakota Community Bank & Trust NA | 0.24% | No change | 400 | $45K |
| Godsey & Gibb, Inc. | 0.00% | No change | 400 | $45K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $45K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.9% | 369 | $41K |
| Sittner & Nelson, LLC | 0.02% | No change | 363 | $41K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.9% | 356 | $40K |
| WFA Asset Management Corp | 0.02% | Add +0.9% | 352 | $40K |
| Centennial Bank | 0.02% | No change | 350 | $39K |
| Horizon Bancorp Inc. | 0.02% | No change | 347 | $39K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | No change | 344 | $39K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 337 | $38K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +1.6% | 320 | $36K |
| Arrow Financial Corp | 0.00% | No change | 320 | $36K |
| TruNorth Capital Management, LLC | 0.01% | — | 300 | $34K |
| Denali Advisors LLC | 0.01% | New | 300 | $34K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $34K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 283 | $32K |
| MV Capital Management, Inc. | 0.00% | Reduce -1.1% | 277 | $31K |
| Rise Advisors, LLC | 0.02% | Add +89.6% | 273 | $31K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -35.6% | 269 | $30K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 250 | $28K |
| City State Bank | 0.01% | No change | 250 | $28K |
| ESL Trust Services, LLC | 0.01% | New | 238 | $27K |
| First Financial Corp. | 0.01% | No change | 235 | $26K |
| Tsfg, LLC | 0.01% | Reduce -0.8% | 236 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.1% | 216 | $24K |
| Asset Dedication, LLC | 0.00% | No change | 221 | $24K |
| Mascoma Wealth Management LLC | 0.01% | No change | 214 | $24K |
| GoalVest Advisory LLC | 0.01% | Add +250.0% | 210 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -68.0% | 202 | $23K |
| Colonial Trust Advisors | 0.00% | Reduce -3.4% | 201 | $23K |
| Highlander Capital Management, LLC | 0.01% | No change | 200 | $22K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 200 | $22K |
| Leonteq Securities AG | 0.00% | New | 200 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +4.4% | 190 | $21K |
| Centerpoint Advisors, LLC | 0.01% | No change | 180 | $20K |
| Smithfield Trust Co | 0.00% | No change | 175 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 169 | $19K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $18K |
| Zions Bancorporation, N.A. | 0.00% | No change | 161 | $18K |
| Covestor Ltd | 0.01% | Reduce -3.9% | 147 | $17K |
| LRI Investments, LLC | 0.00% | — | 150 | $17K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 150 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 140 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $16K |
| DT Investment Partners, LLC | 0.00% | No change | 138 | $15K |
| Breakwater Investment Management | 0.01% | — | 128 | $14K |
| Fortitude Family Office, LLC | 0.01% | Reduce -29.8% | 125 | $14K |
| RFP Financial Group LLC | 0.01% | Add +287.1% | 120 | $13K |
| Operose Advisors LLC | 0.00% | No change | 117 | $13K |
| West Oak Capital, LLC | 0.01% | No change | 115 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +38.5% | 108 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 109 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +10.0% | 110 | $12K |
| CGC Financial Services, LLC | 0.01% | No change | 101 | $11K |
| Pingora Partners LLC | 0.01% | New | 100 | $11K |
| Union Savings Bank | 0.01% | No change | 100 | $11K |
| NFSG Corp | 0.00% | New | 100 | $11K |
| WR Wealth Planners, LLC | 0.00% | New | 100 | $11K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 100 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $11K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -56.2% | 95 | $11K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -10.3% | 96 | $11K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +93.9% | 95 | $11K |
| Motco | 0.00% | No change | 95 | $11K |
| Manchester Capital Management LLC | 0.00% | Add +4.8% | 88 | $10K |
| LifeSteps Financial, Inc. | 0.01% | New | 82 | $9K |
| West Paces Advisors Inc. | 0.00% | No change | 80 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 70 | $8K |
| Trust Co. of Vermont | 0.00% | No change | 66 | $7K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 65 | $7K |
| Valley National Advisers Inc. | 0.00% | Add +82.9% | 64 | $7K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +35.6% | 61 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 60 | $7K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 59 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Add +46.1% | 57 | $6K |
| Investors Research Corp | 0.00% | No change | 50 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | New | 50 | $6K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 47 | $5K |
| Albion Financial Group | 0.00% | No change | 47 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -23.6% | 42 | $5K |
| TFC Financial Management, Inc. | 0.00% | Add +2.6% | 39 | $4K |
| Colonial Trust Co / SC | 0.00% | New | 38 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 37 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +57.1% | 33 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -23.3% | 33 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +8.0% | 27 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 26 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -30.6% | 25 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 21 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +42.9% | 20 | $2K |
| Avion Wealth | 0.00% | No change | 16 | $2K |
| Penserra Capital Management LLC | 0.00% | Reduce -98.1% | 18 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +16.7% | 14 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 14 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 14 | $2K |
| Beacon Capital Management, LLC | 0.00% | Reduce -93.9% | 14 | $2K |
| Park Place Capital Corp | 0.00% | No change | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -38.1% | 13 | $1K |
| Abound Wealth Management | 0.00% | No change | 12 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 12 | $1K |
| Sachetta, LLC | 0.00% | No change | 12 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 11 | $1K |
| Arax Advisory Partners | 0.00% | No change | 10 | $1K |
| Optiver Holding B.V. | 0.00% | New | 10 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 9 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 9 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| PrairieView Partners, LLC | 0.00% | No change | 1 | $1K |
| Quent Capital, LLC | 0.00% | No change | 8 | $900 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 8 | $898 |
| Arlington Trust Co LLC | 0.00% | Reduce -20.0% | 8 | $897 |
| True Wealth Design, LLC | 0.00% | Add +66.7% | 5 | $561 |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 5 | $561 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 5 | $560 |
| Global Financial Private Client, LLC | 0.00% | No change | 5 | $554 |
| Caitlin John, LLC | 0.00% | Reduce -20.0% | 4 | $457 |
| AlphaQuest LLC | 0.00% | New | 4 | $449 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -50.0% | 3 | $345 |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $336 |
"% of holder's portfolio" is DTE's weight in each manager's 13F, not the share of DTE Energy Company the manager owns.