DTE Energy CompanyDTE
13F holders, Q2 2024 (June 30)800holders +15
71new positions
56sold out
6famous investors
$111.05avg. 13F price*
At the end of Q2 2024, 800 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 15 from Q1 2024. 71 opened new positions and 56 sold out. The largest holders were Vanguard Group Inc. ($2.8B), Capital Research Global Investors ($2.4B) and BlackRock Inc. ($1.9B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $68.5M |
| Exits | 56 | $84.5M |
All 13F filers, Q1 2024 → Q2 2024: 7,625,263 shares bought and 7,156,340 shares sold, net +468,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 800 holders
| Vanguard Group Inc. | 0.05% | Add +2.4% | 25,488,060 | $2.8B |
| Capital Research Global Investors | 0.53% | Add +2.2% | 21,667,404 | $2.4B |
| BlackRock Inc. | 0.04% | Reduce -1.1% | 16,893,657 | $1.9B |
| State Street Corp. | 0.05% | Add +1.0% | 9,531,003 | $1.1B |
| T. Rowe Price Investment Management, Inc. | 0.45% | Add +3.5% | 6,358,933 | $705.9M |
| Ameriprise Financial Inc. | 0.17% | Add +1.6% | 5,557,309 | $616.9M |
| Geode Capital Management, LLC | 0.05% | Add +2.5% | 4,801,184 | $531.5M |
| Neuberger Berman Group LLC | 0.28% | Reduce -13.8% | 3,070,702 | $340.9M |
| Capital World Investors | 0.05% | Add +18.3% | 2,826,096 | $313.7M |
| Janus Henderson Group PLC | 0.16% | Add +27.0% | 2,655,385 | $294.8M |
| Boston Partners | 0.31% | Reduce -0.1% | 2,275,754 | $252.7M |
| Clearbridge Investments, LLC | 0.21% | Reduce -10.4% | 2,273,883 | $252.4M |
| Franklin Resources Inc. | 0.08% | Add +4.7% | 2,207,796 | $245.1M |
| Pictet Asset Management Holding SA | 0.28% | Reduce -16.3% | 2,165,276 | $240.4M |
| Invesco Ltd. | 0.05% | Reduce -3.5% | 2,125,373 | $235.9M |
| Morgan Stanley | 0.02% | Reduce -8.2% | 2,051,389 | $227.7M |
| Northern Trust Corp. | 0.03% | Reduce -1.6% | 1,825,583 | $202.7M |
| JPMorgan Chase & Co. | 0.02% | Add +15.4% | 1,818,697 | $201.9M |
| Massachusetts Financial Services Co. | 0.06% | Add +3.7% | 1,667,111 | $185.1M |
| Bank of America Corp. | 0.02% | Add +3.3% | 1,575,079 | $174.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.1% | 1,415,845 | $157.2M |
| Legal & General Group Plc | 0.04% | Reduce -6.7% | 1,302,604 | $144.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.8% | 1,259,900 | $139.9M |
| Royal Bank of Canada | 0.03% | Reduce -1.1% | 1,173,312 | $130.3M |
| Soroban Capital Partners LP | 1.77% | Add +50.3% | 1,085,165 | $120.5M |
| California Public Employees Retirement System | 0.09% | Reduce -14.7% | 1,048,165 | $116.4M |
| Duff & Phelps Investment Management Co. | 1.24% | Reduce -3.3% | 876,436 | $97.3M |
| Verition Fund Management LLC | 0.81% | Add +1614.8% | 856,102 | $95.0M |
| Jennison Associates LLC | 0.06% | Reduce -6.7% | 797,753 | $88.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +10.1% | 730,283 | $81.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -12.5% | 726,031 | $80.6M |
| Westwood Holdings Group Inc. | 0.65% | Reduce -2.5% | 710,043 | $78.8M |
| UBS Group AG | 0.02% | Add +23.4% | 708,147 | $78.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +37.1% | 697,250 | $77.4M |
| Barclays PLC | 0.03% | Add +58.6% | 674,541 | $74.9M |
| Reaves W H & Co. Inc. | 2.31% | Add +13.5% | 615,689 | $68.3M |
| Swiss National Bank | 0.05% | Reduce -0.8% | 612,600 | $68.0M |
| First Trust Advisors LP | 0.07% | Reduce -10.5% | 590,395 | $65.5M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -4.7% | 569,280 | $65.1M |
| Millennium Management | 0.05% | Add +42.4% | 543,299 | $60.3M |
| Deutsche Bank AG | 0.02% | Reduce -1.7% | 467,898 | $51.9M |
| Energy Income Partners, LLC | 1.15% | Reduce -4.3% | 464,172 | $51.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -6.8% | 462,608 | $51.4M |
| APG Asset Management N.V. | 0.09% | Reduce -6.2% | 492,325 | $51.0M |
| Canada Pension Plan Investment Board | 0.05% | Add +17.8% | 449,985 | $50.0M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -7.3% | 434,828 | $48.3M |
| Victory Capital Management Inc. | 0.05% | Reduce -5.8% | 423,947 | $47.1M |
| Voya Investment Management LLC | 0.05% | Add +0.5% | 375,843 | $41.7M |
| Prudential Financial Inc. | 0.06% | Reduce -15.3% | 360,769 | $40.0M |
| HITE Hedge Asset Management LLC | 3.84% | Reduce -7.9% | 351,332 | $39.0M |
| Rhumbline Advisers | 0.04% | Reduce -1.5% | 345,621 | $38.4M |
| Vaughan David Investments LLC | 0.95% | Add +2.7% | 339,064 | $37.6M |
| BNP Paribas Financial Markets | 0.04% | Add +98.3% | 335,722 | $37.3M |
| FMR LLC | 0.00% | Reduce -71.1% | 322,930 | $35.8M |
| Raymond James & Associates | 0.02% | Reduce -4.5% | 318,796 | $35.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.7% | 298,955 | $33.2M |
| NewEdge Advisors, LLC | 0.24% | Add +15.2% | 293,962 | $32.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +15.9% | 293,784 | $32.6M |
| National Pension Service | 0.04% | Add +0.8% | 279,581 | $31.0M |
| Pinebridge Investments, L.P. | 0.25% | Add +0.6% | 275,798 | $30.6M |
| California State Teachers Retirement System | 0.04% | Reduce -1.4% | 273,100 | $30.3M |
| Bank of Montreal | 0.01% | Add +19.0% | 269,031 | $30.2M |
| HSBC Holdings PLC | 0.02% | Reduce -17.3% | 262,489 | $29.1M |
| Glenmede Trust Co. NA | 0.14% | Add +86.8% | 254,829 | $28.3M |
| Wells Fargo & Company | 0.01% | Reduce -6.5% | 254,339 | $28.2M |
| Panagora Asset Management Inc. | 0.14% | Add +133.2% | 248,151 | $27.5M |
| Alliancebernstein L.P. | 0.01% | Add +3.4% | 247,888 | $27.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.8% | 247,404 | $27.5M |
| Qube Research & Technologies Ltd | 0.05% | Add +7276.9% | 245,504 | $27.3M |
| Amundi | 0.01% | Reduce -55.5% | 249,175 | $27.2M |
| Yaupon Capital Management LP | 2.25% | Add +60.2% | 226,905 | $25.2M |
| Brookfield Corp | 0.16% | Reduce -74.3% | 223,233 | $24.8M |
| Citigroup Inc. | 0.02% | Add +84.6% | 211,804 | $23.5M |
| New York State Teachers Retirement System | 0.05% | Reduce -11.1% | 208,759 | $23.2M |
| Deprince Race & Zollo Inc. | 0.50% | Reduce -1.2% | 202,980 | $22.5M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -2.0% | 198,512 | $22.0M |
| Martingale Asset Management L P | 0.47% | Reduce -8.9% | 195,989 | $21.8M |
| TD Asset Management Inc | 0.02% | Add +6.8% | 192,559 | $21.4M |
| New York State Common Retirement Fund | 0.03% | Add +1.2% | 186,015 | $20.6M |
| Calamos Advisors LLC | 0.14% | Add +0.5% | 181,907 | $20.2M |
| Magellan Asset Management Ltd | 0.19% | Add +3.7% | 181,289 | $20.1M |
| LPL Financial LLC | 0.01% | Add +5.0% | 180,094 | $20.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -21.9% | 179,333 | $19.9M |
| Applied Finance Capital Management, LLC | 0.87% | Add +33.3% | 169,570 | $18.8M |
| Teacher Retirement System of Texas | 0.10% | Add +26.9% | 162,979 | $18.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -0.2% | 156,970 | $17.4M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -2.2% | 150,644 | $16.7M |
| Tortoise Capital Advisors, L.L.C. | 0.22% | Reduce -6.0% | 147,177 | $16.3M |
| Hudson Bay Capital Management LP | 0.14% | Reduce -16.0% | 145,981 | $16.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.0% | 143,057 | $15.9M |
| Gratus Capital, LLC | 0.62% | Add +3.5% | 138,964 | $15.4M |
| Adams Diversified Equity Fund, Inc. | 0.52% | No change | 137,400 | $15.3M |
| Leeward Investments, LLC - MA | 0.65% | Reduce -4.3% | 128,342 | $14.2M |
| Blue Chip Partners, LLC | 1.26% | Add +1.8% | 122,888 | $13.6M |
| Beck Bode, LLC | 2.68% | New | 120,304 | $13.4M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -46.0% | 119,977 | $13.3M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.8% | 115,392 | $12.8M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -1.2% | 113,201 | $12.6M |
| Stack Financial Management, Inc | 1.16% | New | 112,883 | $12.5M |
| State of Tennessee, Department of Treasury | 0.05% | Add +9.1% | 112,877 | $12.5M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -0.3% | 111,880 | $12.4M |
| Howe & Rusling Inc. | 1.12% | Add +2.0% | 110,382 | $12.3M |
| Renaissance Technologies | 0.02% | Reduce -52.7% | 108,500 | $12.0M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -2.9% | 106,264 | $11.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -16.6% | 103,604 | $11.5M |
| Aventail Capital Group, LP | 0.80% | Reduce -43.0% | 103,258 | $11.5M |
| AE Wealth Management LLC | 0.11% | Add +0.2% | 102,305 | $11.4M |
| Natixis Advisors, LLC | 0.02% | Reduce -41.1% | 96,852 | $10.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +14.1% | 96,247 | $10.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.7% | 91,199 | $10.1M |
| Mediolanum International Funds Ltd | 0.16% | Add +37.4% | 96,606 | $10.0M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -2.3% | 89,975 | $10.0M |
| Illinois Municipal Retirement Fund | 0.15% | Reduce -16.5% | 88,034 | $9.8M |
| Jane Street Group, LLC | 0.01% | Add +162.0% | 87,488 | $9.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -3.7% | 86,674 | $9.6M |
| Arvest Trust Co. N A | 0.55% | Reduce -4.7% | 82,911 | $9.2M |
| American Century Companies Inc. | 0.01% | Add +2.4% | 81,832 | $9.1M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Reduce -2.9% | 81,047 | $9.0M |
| National Bank of Canada | 0.01% | Add +21.6% | 81,457 | $8.9M |
| Cerity Partners LLC | 0.02% | Add +227.7% | 78,614 | $8.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 76,474 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 73,127 | $8.1M |
| AQR Capital Management | 0.01% | Add +17.2% | 73,096 | $8.1M |
| Bank of Nova Scotia | 0.02% | Add +13.2% | 72,550 | $8.1M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -78.1% | 71,920 | $8.0M |
| Beach Investment Counsel Inc. | 0.95% | Reduce -17.5% | 69,414 | $7.7M |
| Comerica Bank | 0.03% | Add +0.1% | 68,440 | $7.6M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -32.4% | 67,673 | $7.5M |
| Osaic Holdings, Inc. | 0.02% | Add +10.1% | 66,464 | $7.4M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -17.6% | 66,035 | $7.3M |
| Decade Renewable Partners LP | 3.56% | Add +63.8% | 65,700 | $7.3M |
| Toronto Dominion Bank | 0.01% | Reduce -2.0% | 64,417 | $7.2M |
| Creative Planning | 0.01% | Add +1.8% | 63,014 | $7.0M |
| Sei Investments Co. | 0.01% | Add +3.6% | 62,448 | $6.9M |
| Nekton Capital Ltd. | 3.14% | Reduce -25.9% | 62,289 | $6.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +26.4% | 62,154 | $6.9M |
| Korea Investment CORP | 0.02% | Reduce -8.6% | 61,242 | $6.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.4% | 60,502 | $6.7M |
| SG Americas Securities, LLC | 0.04% | Add +89.5% | 58,960 | $6.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.8% | 58,807 | $6.5M |
| Arizona State Retirement System | 0.04% | Add +0.2% | 56,841 | $6.3M |
| Guggenheim Capital LLC | 0.05% | Add +4.0% | 56,808 | $6.3M |
| State of Michigan Retirement System | 0.03% | Add +0.2% | 56,677 | $6.3M |
| Marex Group Ltd | 0.17% | New | 56,000 | $6.2M |
| Aberdeen Group plc | 0.01% | Reduce -34.6% | 55,837 | $6.2M |
| Sigma Planning Corp | 0.20% | Add +3.0% | 55,470 | $6.2M |
| MetLife Investment Management, LLC | 0.04% | Add +14.2% | 55,189 | $6.1M |
| USS Investment Management Ltd | 0.05% | Add +3.0% | 54,839 | $6.1M |
| Forsta Ap-Fonden | 0.05% | Add +14.9% | 54,600 | $6.1M |
| Gotham Asset Management | 0.08% | Add +78.7% | 54,551 | $6.1M |
| Hennessy Advisors Inc. | 0.23% | Add +2.9% | 53,804 | $6.0M |
| Nisa Investment Advisors, LLC | 0.04% | Add +0.4% | 52,790 | $5.9M |
| Corebridge Financial, Inc. | 0.03% | — | 52,871 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.6% | 52,453 | $5.8M |
| Daiichi Life Insurance Co., Ltd. | 0.14% | Add +146.6% | 52,141 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +4.2% | 52,056 | $5.8M |
| Cyndeo Wealth Partners, LLC | 0.45% | Add +6.3% | 51,445 | $5.7M |
| Strategic Advisors LLC | 1.05% | No change | 48,838 | $5.4M |
| Cinctive Capital Management LP | 0.29% | New | 48,583 | $5.4M |
| Patton Albertson Miller Group, LLC | 0.74% | Add +10.1% | 47,014 | $5.2M |
| Sit Investment Associates Inc. | 0.12% | Reduce -39.4% | 46,705 | $5.2M |
| Retirement Systems of Alabama | 0.02% | Add +0.2% | 45,648 | $5.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.3% | 45,454 | $5.0M |
| Ontario Teachers Pension Plan Board | 0.05% | Add +556.3% | 45,140 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.9% | 44,977 | $5.0M |
| Hantz Financial Services, Inc. | 0.09% | Add +1.1% | 43,745 | $4.9M |
| Amalgamated Bank | 0.04% | Reduce -1.5% | 42,007 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.0% | 40,921 | $4.5M |
| Entropy Technologies, LP | 0.49% | Reduce -19.1% | 40,741 | $4.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +16.8% | 40,491 | $4.5M |
| Mariner, LLC | 0.01% | Add +4.9% | 40,441 | $4.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +60.9% | 39,629 | $4.4M |
| IFM Investors Pty Ltd | 0.04% | Reduce -6.6% | 39,627 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +652.1% | 39,596 | $4.4M |
| Czech National Bank | 0.05% | Add +8.6% | 39,433 | $4.4M |
| Banco Santander, S.A. | 0.05% | Reduce -0.8% | 38,921 | $4.3M |
| State of Alaska, Department of Revenue | 0.05% | Add +18.5% | 36,722 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -24.4% | 35,924 | $4.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +1.7% | 36,105 | $4.0M |
| Gabelli Funds LLC | 0.03% | No change | 35,500 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.7% | 35,468 | $3.9M |
| Public Sector Pension Investment Board | 0.02% | Add +50.0% | 35,133 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.1% | 35,053 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -0.9% | 34,699 | $3.9M |
| Utah Retirement Systems | 0.04% | Reduce -4.5% | 34,059 | $3.8M |
| ProShare Advisors LLC | 0.01% | Add +9.2% | 33,426 | $3.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -5.1% | 32,861 | $3.6M |
| Pacer Advisors, Inc. | 0.01% | Reduce -13.9% | 32,582 | $3.6M |
| Intech Investment Management LLC | 0.04% | Reduce -9.2% | 32,383 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.9% | 32,079 | $3.6M |
| Engineers Gate Manager LP | 0.08% | Add +114.0% | 31,394 | $3.5M |
| Planning Capital Management Corp | 2.45% | Reduce -4.6% | 31,279 | $3.5M |
| Holocene Advisors, LP | 0.01% | New | 30,751 | $3.4M |
| Pallas Capital Advisors LLC | 0.15% | Add +4.4% | 27,612 | $3.2M |
| QRG Capital Management, Inc. | 0.04% | Add +13.9% | 28,691 | $3.2M |
| Cetera Investment Advisers | 0.01% | Reduce -2.5% | 28,562 | $3.2M |
| Eley Financial Management, Inc | 1.34% | Add +0.9% | 28,498 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 28,295 | $3.1M |
| New York Life Investment Management LLC | 0.03% | Add +0.8% | 28,245 | $3.1M |
| Worldquant Millennium Advisors LLC | 0.03% | New | 28,156 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +5.3% | 28,137 | $3.1M |
| Xponance LLC | 0.03% | Reduce -0.8% | 28,108 | $3.1M |
| Morton Community Bank | 0.88% | Add +8.5% | 27,994 | $3.1M |
| Cibc World Markets Corp. | 0.02% | Add +28.8% | 26,694 | $3.0M |
| Daiwa Securities Group Inc. | 0.02% | Add +12.2% | 26,554 | $2.9M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -87.8% | 26,392 | $2.9M |
| Jump Financial, LLC | 0.06% | Add +77.2% | 25,975 | $2.9M |
| Credit Agricole S A | 0.02% | Add +97.5% | 24,769 | $2.7M |
| Aquatic Capital Management LLC | 0.10% | New | 24,700 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | — | 24,977 | $2.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.6% | 24,834 | $2.7M |
| Icon Advisers Inc. | 0.62% | No change | 24,600 | $2.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.0% | 24,136 | $2.7M |
| Avitas Wealth Management LLC | 0.38% | Add +0.2% | 23,555 | $2.6M |
| US Bancorp \de | 0.00% | Reduce -3.8% | 22,995 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.5% | 22,448 | $2.5M |
| Gilliland Jeter Wealth Management LLC | 0.84% | No change | 22,425 | $2.5M |
| Citadel Advisors | 0.00% | Add +188.4% | 21,688 | $2.4M |
| Walleye Capital LLC | 0.03% | Add +502.3% | 20,490 | $2.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +1.9% | 20,480 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -3.8% | 20,346 | $2.3M |
| Arvest Investments, Inc. | 0.36% | Reduce -3.1% | 20,122 | $2.2M |
| LMCG Investments, LLC | 0.13% | Reduce -0.5% | 20,011 | $2.2M |
| Commerce Bank | 0.01% | Reduce -1.6% | 19,840 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +5.5% | 19,624 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 19,582 | $2.2M |
| Teza Capital Management LLC | 0.26% | Add +84.7% | 19,348 | $2.1M |
| Cornercap Investment Counsel Inc. | 0.35% | Reduce -3.3% | 19,095 | $2.1M |
| STRS Ohio | 0.01% | Add +14.9% | 18,921 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.5% | 18,664 | $2.1M |
| Schroder Investment Management Group | 0.00% | Reduce -5.4% | 18,514 | $2.1M |
| GYL Financial Synergies, LLC | 0.16% | Add +28.8% | 18,477 | $2.1M |
| Huntington National Bank | 0.02% | Add +1.7% | 18,381 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +15.4% | 18,338 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.5% | 17,724 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +23.4% | 17,263 | $1.9M |
| UniSuper Management Pty Ltd | 0.02% | Add +59.6% | 17,107 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +3.2% | 17,073 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 16,959 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +2.5% | 16,754 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -2.9% | 16,151 | $1.8M |
| KBC Group NV | 0.01% | No change | 16,106 | $1.8M |
| Mizuho Securities USA LLC | 0.04% | New | 15,958 | $1.8M |
| Maryland State Retirement & Pension System | 0.03% | No change | 15,730 | $1.7M |
| Kentucky Retirement Systems | 0.05% | Reduce -0.5% | 15,594 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +2.4% | 15,492 | $1.7M |
| HighPoint Advisor Group LLC | 0.10% | Reduce -0.4% | 14,242 | $1.7M |
| Planning Alternatives Ltd. | 0.28% | No change | 15,433 | $1.7M |
| 1832 Asset Management L.P. | 0.00% | Reduce -16.2% | 15,387 | $1.7M |
| Fulton Bank, N.A. | 0.07% | Add +1.8% | 15,361 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Add +21.2% | 15,172 | $1.7M |
| MBB Public Markets I LLC | 0.03% | New | 14,800 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 14,783 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +24.5% | 14,548 | $1.6M |
| LSV Asset Management | 0.00% | No change | 14,400 | $1.6M |
| Quantinno Capital Management LP | 0.03% | Add +5.3% | 14,181 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +4.9% | 14,033 | $1.6M |
| Ascent Group, LLC | 0.12% | Reduce -6.0% | 13,749 | $1.5M |
| First American Bank | 0.11% | Add +0.9% | 13,710 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.7% | 13,489 | $1.5M |
| Plante Moran Financial Advisors, LLC | 0.15% | Reduce -5.6% | 13,476 | $1.5M |
| Sculati Wealth Management, LLC | 0.63% | No change | 13,319 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -0.8% | 13,279 | $1.5M |
| Aigen Investment Management, LP | 0.28% | Add +63.3% | 13,091 | $1.5M |
| Modern Wealth Management, LLC | 0.11% | Add +15.7% | 13,082 | $1.5M |
| IFP Advisors, Inc | 0.06% | Add +25.5% | 13,061 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.0% | 12,993 | $1.4M |
| Versor Investments LP | 0.26% | New | 12,938 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -0.8% | 12,817 | $1.4M |
| Miller Howard Investments Inc. | 0.05% | Reduce -0.4% | 12,236 | $1.4M |
| Larson Financial Group LLC | 0.09% | Add +1.6% | 12,184 | $1.4M |
| Columbia Asset Management | 0.25% | Reduce -12.1% | 12,146 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +165.1% | 12,073 | $1.3M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -2.5% | 11,985 | $1.3M |
| Securian Asset Management, Inc. | 0.04% | Reduce -2.9% | 11,763 | $1.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.5% | 11,700 | $1.3M |
| Old National Bancorp | 0.03% | Add +0.0% | 11,581 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 11,540 | $1.3M |
| Profund Advisors LLC | 0.05% | Add +48.3% | 11,428 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 11,421 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +374.9% | 10,999 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.0% | 10,773 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +2.2% | 10,407 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 10,396 | $1.2M |
| Procyon Advisors, LLC | 0.09% | Add +12.8% | 10,381 | $1.2M |
| Occudo Quantitative Strategies LP | 0.20% | Add +68.7% | 10,330 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Reduce -3.2% | 10,279 | $1.1M |
| Independent Advisor Alliance | 0.04% | Reduce -0.0% | 10,223 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +319.6% | 10,121 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.29% | Reduce -4.8% | 10,107 | $1.1M |
| Cadence Bank | 0.08% | No change | 10,070 | $1.1M |
| Kintra Wealth, LLC | 0.78% | Reduce -8.5% | 9,926 | $1.1M |
| Horizon Investments, LLC | 0.03% | Add +2.7% | 9,884 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 9,790 | $1.1M |
| FSA Advisors, Inc. | 1.11% | Add +50.5% | 9,621 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -11.6% | 9,500 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.6% | 9,496 | $1.1M |
| Nordea Investment Management AB | 0.00% | No change | 9,474 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.2% | 9,466 | $1.1M |
| Capstone Investment Advisors, LLC | 0.05% | Reduce -22.0% | 9,351 | $1.0M |
| Strategic Investment Advisors / MI | 0.13% | Reduce -9.7% | 9,318 | $1.0M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Reduce -19.4% | 9,254 | $1.0M |
| Great Lakes Retirement, Inc. | 0.14% | Add +0.1% | 9,159 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -14.9% | 9,212 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 9,330 | $1.0M |
| Vestcor Inc | 0.03% | No change | 9,155 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -75.2% | 9,076 | $1.0M |
| M&T Bank Corp | 0.00% | Reduce -3.3% | 9,009 | $1.0M |
| Atria Investments, Inc | 0.01% | New | 8,923 | $991K |
| Westpac Banking Corp. | 0.08% | No change | 8,895 | $987K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -6.0% | 8,879 | $986K |
| Rakuten Investment Management, Inc. | 0.01% | Add +58.8% | 8,811 | $980K |
| Cwm, LLC | 0.00% | Reduce -10.7% | 8,793 | $976K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -1.4% | 8,512 | $945K |
| Meiji Yasuda Asset Management Co Ltd. | 0.04% | Add +8.2% | 8,475 | $941K |
| First Trust Direct Indexing L.P. | 0.06% | Add +21.6% | 8,451 | $938K |
| Retirement Guys Formula LLC | 0.45% | Add +1.5% | 8,422 | $935K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -14.9% | 8,304 | $922K |
| PFG Investments, LLC | 0.07% | Reduce -15.6% | 8,278 | $919K |
| Trivium Point Advisory, LLC | 0.14% | Reduce -2.2% | 8,220 | $913K |
| Choreo, LLC | 0.02% | Add +57.5% | 8,213 | $897K |
| Townsquare Capital LLC | 0.01% | Add +4.9% | 8,021 | $890K |
| Leisure Capital Management | 0.41% | Reduce -0.4% | 7,977 | $886K |
| Peddock Capital Advisors, LLC | 0.23% | Reduce -11.8% | 7,944 | $882K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.7% | 7,931 | $880K |
| Intrust Bank NA | 0.09% | Reduce -1.6% | 7,821 | $868K |
| XTX Topco Ltd | 0.07% | New | 7,698 | $855K |
| CBRE Investment Management Listed Real Assets LLC | 0.02% | Reduce -0.1% | 7,588 | $842K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -37.0% | 7,441 | $826K |
| Norinchukin Bank, The | 0.02% | Add +2.3% | 7,419 | $824K |
| Founders Financial Securities LLC | 0.08% | Add +3.6% | 7,411 | $823K |
| Spirit of America Management Corp. | 0.17% | Add +9.7% | 7,350 | $816K |
| Fifth Third Bancorp | 0.00% | Reduce -14.8% | 7,330 | $814K |
| Praxis Investment Management Inc. | 0.06% | No change | 7,370 | $813K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.6% | 7,308 | $811K |
| City Holding Co. | 0.12% | Reduce -13.9% | 7,232 | $803K |
| NorthCoast Asset Management LLC | 0.01% | Add +103.6% | 7,198 | $799K |
| Advisors Asset Management, Inc. | 0.02% | Add +6.4% | 7,183 | $797K |
| Macquarie Group Ltd. | 0.00% | Add +0.8% | 7,165 | $795K |
| Hancock Whitney Corp. | 0.03% | Add +233.6% | 7,160 | $795K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 7,154 | $794K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -2.8% | 6,882 | $764K |
| Raymond James Trust N.A. | 0.02% | Add +70.9% | 6,852 | $761K |
| Empirical Finance, LLC | 0.05% | Reduce -4.8% | 6,823 | $757K |
| NEOS Investment Management LLC | 0.03% | Add +41.8% | 6,756 | $750K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -2.0% | 6,675 | $741K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.5% | 6,585 | $731K |
| Metis Global Partners, LLC | 0.02% | Reduce -1.1% | 6,507 | $722K |
| Copperwynd Financial, LLC | 0.23% | Add +13.6% | 5,907 | $712K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.1% | 6,407 | $711K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.5% | 6,391 | $709K |
| Probity Advisors, Inc. | 0.15% | Reduce -1.2% | 6,365 | $707K |
| Atlantic Edge Private Wealth Management, LLC | 0.23% | Add +2.8% | 6,279 | $697K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -1.4% | 6,179 | $686K |
| TFG Advisers LLC | 0.26% | Reduce -3.1% | 6,109 | $678K |
| Squarepoint Ops LLC | 0.00% | Reduce -96.5% | 6,034 | $670K |
| Oliver Lagore Vanvalin Investment Group | 0.19% | Add +35.9% | 6,016 | $668K |
| Lockheed Martin Investment Management Co. | 0.04% | Reduce -40.6% | 6,000 | $666K |
| SS&H Financial Advisors, Inc. | 0.26% | Reduce -7.8% | 5,900 | $654K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.2% | 5,881 | $653K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.0% | 5,877 | $652K |
| Cerro Pacific Wealth Advisors LLC | 0.25% | — | 5,790 | $643K |
| Huber Capital Management LLC | 0.15% | Reduce -3.5% | 5,786 | $642K |
| North Star Investment Management Corp. | 0.05% | Reduce -3.4% | 5,776 | $641K |
| Greenleaf Trust | 0.01% | Add +0.5% | 5,722 | $635K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +5.8% | 5,666 | $629K |
| Elevated Capital Advisors, LLC | 0.18% | New | 5,657 | $628K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +2.6% | 5,580 | $625K |
| Swiss Life Asset Management Ltd | 0.01% | New | 5,620 | $624K |
| Hilltop National Bank | 0.20% | Reduce -0.0% | 5,586 | $620K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +11.7% | 5,485 | $609K |
| Lakeshore Financial Planning, Inc. | 0.30% | Add +0.0% | 5,470 | $607K |
| Parcion Private Wealth LLC | 0.06% | No change | 5,464 | $607K |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.4% | 5,440 | $604K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +1.7% | 5,405 | $600K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -14.3% | 5,366 | $596K |
| Acorn Wealth Advisors, LLC | 0.29% | Reduce -0.4% | 5,299 | $588K |
| Legacy Private Trust Co. | 0.04% | No change | 5,288 | $587K |
| Ingalls & Snyder LLC | 0.03% | Reduce -1.9% | 5,271 | $585K |
| Savant Capital, LLC | 0.01% | Add +3.5% | 5,261 | $584K |
| Centennial Wealth Advisory LLC | 0.25% | Add +0.5% | 5,228 | $580K |
| Schechter Investment Advisors, LLC | 0.04% | New | 5,201 | $577K |
| Fox Run Management, L.L.C. | 0.11% | Add +31.6% | 5,198 | $577K |
| Summit Global Investments | 0.04% | Reduce -15.9% | 5,202 | $577K |
| Edgestream Partners, L.P. | 0.03% | Reduce -88.3% | 5,185 | $576K |
| Readystate Asset Management LP | 0.05% | New | 5,079 | $564K |
| Tectonic Advisors LLC | 0.04% | Add +9.2% | 5,022 | $557K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.6% | 5,014 | $557K |
| Center for Financial Planning, Inc. | 0.08% | Reduce -0.5% | 4,947 | $549K |
| Machina Capital S.A.S. | 0.25% | Add +99.2% | 4,920 | $546K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 4,918 | $545K |
| Altfest L J & Co. Inc. | 0.07% | New | 4,819 | $535K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +0.1% | 4,799 | $533K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -2.0% | 4,786 | $531K |
| Venturi Wealth Management, LLC | 0.03% | Add +3.5% | 4,723 | $524K |
| GAMMA Investing LLC | 0.07% | Add +64.3% | 4,701 | $522K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -1.5% | 4,685 | $520K |
| SageView Advisory Group, LLC | 0.03% | Reduce -23.4% | 4,682 | $520K |
| Focus Partners Wealth | 0.00% | New | 4,660 | $518K |
| Investment Management Corp of Ontario | 0.01% | Add +38.9% | 4,642 | $515K |
| Hummer Financial Advisory Services Inc | 0.43% | Reduce -3.1% | 4,413 | $494K |
| Princeton Global Asset Management LLC | 0.11% | Reduce -8.3% | 4,425 | $491K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.6% | 4,407 | $489K |
| &partners | 0.02% | New | 4,401 | $489K |
| Rehmann Capital Advisory Group | 0.03% | Add +53.3% | 4,390 | $487K |
| Nomura Holdings Inc. | 0.00% | New | 4,390 | $487K |
| WNY Asset Management, LLC | 0.06% | New | 4,358 | $484K |
| My Legacy Advisors, LLC | 0.15% | Add +15.8% | 4,330 | $481K |
| Lido Advisors, LLC | 0.00% | Reduce -14.8% | 4,271 | $479K |
| Trexquant Investment LP | 0.01% | Reduce -91.2% | 4,301 | $477K |
| Carnegie Investment Counsel | 0.01% | New | 4,272 | $474K |
| MGB Wealth Management, LLC | 0.18% | Reduce -0.1% | 4,152 | $471K |
| Glenview Trust Co | 0.01% | Reduce -4.9% | 4,235 | $470K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +14.6% | 4,209 | $467K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +14.6% | 4,209 | $467K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.2% | 4,195 | $466K |
| Simplicity Wealth,LLC | 0.01% | Reduce -2.9% | 4,193 | $465K |
| Ieq Capital, LLC | 0.01% | Add +12.9% | 4,099 | $455K |
| Fiduciary Alliance LLC | 0.07% | Reduce -59.1% | 4,145 | $453K |
| Chicago Capital, LLC | 0.01% | No change | 4,074 | $452K |
| Jacobi Capital Management LLC | 0.04% | Add +3.6% | 4,030 | $447K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.8% | 4,023 | $447K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,019 | $446K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.3% | 3,995 | $443K |
| Stonebrook Private Inc. | 0.13% | Add +29.4% | 3,953 | $439K |
| D. E. Shaw & Co. | 0.00% | Reduce -99.1% | 3,935 | $437K |
| Seven Eight Capital, LP | 0.04% | New | 3,843 | $427K |
| Stephens Consulting, LLC | 0.12% | No change | 3,842 | $427K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 3,827 | $425K |
| Mather Group, Llc. | 0.01% | Add +87.2% | 3,785 | $424K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 3,818 | $424K |
| Arbor Wealth Advisors LLC | 0.42% | No change | 3,808 | $423K |
| Montecito Bank & Trust | 0.09% | Add +0.7% | 3,776 | $419K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -8.4% | 3,732 | $414K |
| Secure Asset Management, LLC | 0.08% | Reduce -26.8% | 3,722 | $413K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -11.5% | 3,712 | $412K |
| Wedbush Securities Inc. | 0.01% | Add +7.8% | 3,705 | $411K |
| CENTRAL TRUST Co | 0.01% | Reduce -5.8% | 3,670 | $407K |
| SJS Investment Consulting Inc. | 0.08% | No change | 3,668 | $407K |
| MAI Capital Management | 0.00% | Add +6.4% | 3,666 | $407K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.4% | 3,634 | $403K |
| GEM Asset Management, LLC | 0.25% | No change | 3,625 | $402K |
| Stephens Inc. | 0.01% | Reduce -41.3% | 3,623 | $402K |
| Two Sigma Advisers, LP | 0.00% | New | 3,600 | $400K |
| Advance Capital Management, Inc. | 0.02% | Add +1.7% | 3,584 | $398K |
| Wellington Shields & Co., LLC | 0.13% | No change | 3,500 | $389K |
| Csenge Advisory Group | 0.02% | Add +23.3% | 3,486 | $387K |
| Farther Finance Advisors, LLC | 0.02% | Add +159.2% | 3,507 | $383K |
| Capital Asset Advisory Services LLC | 0.02% | Add +0.4% | 3,515 | $382K |
| Sovereign Financial Group, Inc. | 0.09% | No change | 3,363 | $373K |
| Vinva Investment Management Ltd | 0.02% | New | 3,352 | $373K |
| Richard W. Paul & Associates, LLC | 0.14% | Reduce -1.3% | 3,356 | $373K |
| Whittier Trust Co. | 0.01% | No change | 3,345 | $371K |
| Tiaa Trust, National Association | 0.00% | Reduce -11.7% | 3,329 | $370K |
| Calamos Wealth Management LLC | 0.02% | Reduce -16.2% | 3,328 | $369K |
| Aviva PLC | 0.00% | Add +3.6% | 3,271 | $363K |
| Keybank National Association | 0.00% | Add +3.0% | 3,266 | $363K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +528.7% | 3,263 | $362K |
| V-Square Quantitative Management LLC | 0.06% | Add +0.8% | 3,212 | $357K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +44.4% | 3,194 | $355K |
| Syon Capital LLC | 0.03% | Add +0.4% | 3,126 | $347K |
| Fortis Group Advisors, LLC | 0.07% | No change | 3,119 | $346K |
| Brown Wealth Management, LLC | 0.14% | No change | 3,106 | $345K |
| Centiva Capital, LP | 0.02% | Add +6.8% | 3,094 | $343K |
| Lazard Asset Management LLC | 0.00% | Add +3.9% | 3,103 | $343K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.13% | No change | 3,082 | $342K |
| Fiduciary Trust Co | 0.01% | Reduce -3.2% | 3,082 | $342K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | No change | 3,058 | $340K |
| GTS Securities LLC | 0.01% | Add +5.2% | 3,054 | $339K |
| Walleye Trading LLC | 0.01% | Add +290.9% | 3,049 | $338K |
| Virtu Financial LLC | 0.02% | New | 3,044 | $338K |
| Balanced Wealth Group LLC | 0.15% | No change | 3,081 | $336K |
| Inscription Capital, LLC | 0.05% | Reduce -0.3% | 3,000 | $333K |
| Palisade Asset Management, LLC | 0.03% | No change | 3,000 | $333K |
| Acadian Asset Management LLC | 0.00% | New | 2,991 | $331K |
| NorthRock Partners, LLC | 0.01% | Reduce -29.3% | 2,893 | $324K |
| Retirement Income Solutions, Inc. | 0.08% | Add +6.8% | 2,912 | $323K |
| Pier 88 Investment Partners LLC | 0.35% | No change | 2,894 | $321K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 2,652 | $320K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,869 | $318K |
| Brookstone Capital Management | 0.01% | Reduce -3.4% | 2,713 | $318K |
| Assetmark, Inc. | 0.00% | Reduce -6.2% | 2,853 | $317K |
| Allworth Financial LP | 0.00% | Reduce -58.1% | 2,720 | $316K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.7% | 2,840 | $315K |
| Signaturefd, LLC | 0.01% | Add +1.8% | 2,803 | $311K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 2,797 | $310K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -10.1% | 2,778 | $308K |
| Empowered Funds, LLC | 0.01% | Add +14.1% | 2,770 | $307K |
| Wintrust Investments LLC | 0.02% | Add +0.0% | 2,760 | $306K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.9% | 2,746 | $305K |
| NBT Bank, N.A. | 0.02% | No change | 2,684 | $298K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +177.5% | 2,681 | $298K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.7% | 2,659 | $295K |
| Merit Financial Group, LLC | 0.01% | Add +2.5% | 2,652 | $294K |
| Romano Brothers and Company | 0.04% | No change | 2,640 | $293K |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.7% | 2,632 | $292K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -17.9% | 2,621 | $291K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 2,604 | $289K |
| Paragon Private Wealth Management, LLC | 0.16% | Add +6.7% | 2,586 | $287K |
| Foundations Investment Advisors, LLC | 0.01% | New | 2,580 | $286K |
| Client 1ST Advisory Group, LLC | 0.12% | No change | 2,539 | $282K |
| Diversified Trust Co. | 0.01% | New | 2,516 | $279K |
| WealthBridge Capital Management, LLC | 0.09% | No change | 2,505 | $278K |
| Affinity Wealth Management LLC | 0.05% | No change | 2,459 | $273K |
| Foguth Wealth Management, LLC. | 0.12% | Add +8.1% | 2,455 | $273K |
| DAVENPORT & Co LLC | 0.00% | Add +2.3% | 2,440 | $271K |
| Trust Point Inc. | 0.02% | Reduce -0.9% | 2,436 | $270K |
| Advisory Alpha, LLC | 0.01% | Add +2.3% | 2,435 | $270K |
| Farmers Trust Co. | 0.05% | Reduce -3.0% | 2,434 | $270K |
| Vident Advisory, LLC | 0.01% | Reduce -83.4% | 2,418 | $268K |
| MeadowBrook Investment Advisors LLC | 0.26% | Reduce -7.7% | 2,416 | $268K |
| International Private Wealth Advisors LLC | 0.45% | Add +0.5% | 2,400 | $266K |
| Tidal Investments LLC | 0.00% | Reduce -50.2% | 2,394 | $266K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +2.7% | 2,383 | $265K |
| Redwood Wealth Management Group, LLC | 0.20% | Reduce -34.8% | 2,347 | $261K |
| Fiduciary Family Office, LLC | 0.10% | Add +2.2% | 2,329 | $259K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 2,320 | $258K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.0% | 2,351 | $257K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | Add +0.2% | 2,282 | $256K |
| PBMares Wealth Management LLC | 0.06% | No change | 2,301 | $255K |
| Vima LLC | 0.56% | No change | 2,282 | $253K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -6.3% | 2,276 | $253K |
| CPR Investments Inc. | 0.21% | No change | 2,271 | $252K |
| Caprock Group, LLC | 0.01% | Add +3.2% | 2,240 | $251K |
| CI Investments Inc. | 0.00% | Add +14.2% | 2,257 | $251K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,260 | $251K |
| Prossimo Advisors, LLC | 0.23% | New | 2,255 | $250K |
| Symmetry Partners, LLC | 0.01% | No change | 2,254 | $250K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -6.2% | 2,247 | $249K |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.0% | 2,206 | $245K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -14.9% | 2,202 | $244K |
| Nemes Rush Group LLC | 0.03% | Reduce -5.7% | 2,200 | $244K |
| Hyman Charles D | 0.01% | No change | 2,200 | $244K |
| Calydon Capital | 0.04% | No change | 2,196 | $244K |
| Cigna Investments Inc. | 0.05% | No change | 2,184 | $242K |
| Veltria Advisors Corp. | 0.09% | Add +4.9% | 2,179 | $242K |
| Oxler Private Wealth LLC | 0.09% | Add +0.9% | 2,171 | $241K |
| Private Trust Co. NA | 0.03% | Add +2.4% | 2,153 | $239K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.02% | No change | 2,135 | $237K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,133 | $237K |
| Regal Investment Advisors LLC | 0.02% | Reduce -5.0% | 2,129 | $236K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +5.9% | 2,128 | $236K |
| NTV Asset Management LLC | 0.03% | No change | 2,120 | $235K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -32.7% | 2,025 | $235K |
| Wolverine Trading, LLC | 0.00% | New | 2,105 | $234K |
| AIFG Consultants Ltd. | 0.17% | No change | 2,099 | $233K |
| Belpointe Asset Management LLC | 0.02% | Reduce -11.6% | 2,096 | $233K |
| Brown Brothers Harriman & Co. | 0.00% | Add +935.6% | 2,092 | $232K |
| Aspen Investment Management Inc | 0.12% | No change | 2,088 | $232K |
| SkyOak Wealth, LLC | 0.05% | Reduce -1.0% | 2,089 | $232K |
| Vantage Consulting Group Inc | 0.17% | Reduce -1.4% | 2,075 | $230K |
| Bessemer Group Inc. | 0.00% | Add +1.2% | 2,072 | $230K |
| Coppell Advisory Solutions LLC | 0.04% | — | 2,061 | $229K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.2% | 2,060 | $229K |
| Morningstar Investment Management LLC | 0.02% | No change | 2,055 | $228K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -0.4% | 2,043 | $227K |
| Quadrant Capital Group LLC | 0.02% | Add +7.0% | 2,035 | $226K |
| Ramirez Asset Management, Inc. | 0.05% | Add +73.1% | 2,030 | $225K |
| MCF Advisors LLC | 0.02% | No change | 2,011 | $225K |
| Blue Trust, Inc. | 0.00% | Add +9.7% | 1,995 | $224K |
| Armistice Capital, LLC | 0.01% | New | 2,009 | $223K |
| SCP Investment, LP | 0.14% | New | 2,000 | $222K |
| XML Financial, LLC | 0.02% | No change | 2,000 | $222K |
| Asset Allocation Strategies LLC | 0.07% | Reduce -5.8% | 1,996 | $221K |
| Parallel Advisors, LLC | 0.01% | Add +3.0% | 1,977 | $219K |
| Smith, Moore & Co. | 0.02% | New | 1,976 | $219K |
| Danske Bank A/S | 0.00% | No change | 1,975 | $219K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 1,959 | $218K |
| iSAM Funds (UK) Ltd | 0.16% | New | 1,954 | $217K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 1,951 | $217K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 1,949 | $216K |
| Hartline Investment Corp./ | 0.03% | New | 1,948 | $216K |
| Triton Wealth Management, PLLC | 0.12% | Add +0.9% | 1,845 | $214K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.7% | 1,924 | $214K |
| Evergreen Capital Management LLC | 0.01% | New | 1,905 | $213K |
| HBK Sorce Advisory LLC | 0.01% | New | 1,922 | $213K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,766 | $213K |
| Atom Investors LP | 0.02% | Reduce -68.9% | 1,907 | $212K |
| Insight 2811, Inc. | 0.11% | New | 1,900 | $211K |
| Caldwell Trust Co | 0.02% | Add +9.6% | 1,877 | $208K |
| Fermata Advisors, LLC | 0.05% | Add +1.0% | 1,860 | $206K |
| Dynasty Wealth Management, LLC | 0.01% | New | 1,855 | $206K |
| Alaska Permanent Fund Corp | 0.00% | Add +0.9% | 1,703 | $205K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,849 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +130.9% | 1,838 | $204K |
| Trust Co. of Toledo NA | 0.03% | New | 1,837 | $204K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -0.2% | 1,835 | $204K |
| Pointe Capital Management LLC | 0.13% | No change | 1,829 | $203K |
| Gateway Investment Advisers LLC | 0.00% | Add +0.3% | 1,826 | $203K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,814 | $201K |
| Old North State Wealth Management, LLC | 0.13% | New | 1,804 | $201K |
| Graypoint LLC | 0.01% | Reduce -8.8% | 1,805 | $200K |
| Steph & Co. | 0.06% | Add +0.8% | 1,677 | $186K |
| Richardson Financial Services Inc. | 0.13% | Reduce -8.2% | 1,635 | $182K |
| Cranbrook Wealth Management, LLC | 0.04% | Add +20.2% | 1,586 | $176K |
| Delta Asset Management LLC | 0.02% | No change | 1,561 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.3% | 1,521 | $169K |
| Principal Securities, Inc. | 0.00% | Add +50.3% | 1,512 | $168K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.7% | 1,488 | $166K |
| Continuum Advisory, LLC | 0.02% | Add +1.0% | 1,484 | $165K |
| GHP Investment Advisors, Inc. | 0.01% | Add +1.0% | 1,372 | $152K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -6.5% | 1,356 | $150K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,336 | $148K |
| Financial Perspectives, Inc | 0.05% | Add +0.5% | 1,334 | $148K |
| Gradient Investments LLC | 0.00% | Add +91.0% | 1,333 | $148K |
| Rothschild Investment LLC | 0.01% | Reduce -6.8% | 1,309 | $145K |
| American National Bank & Trust | 0.02% | Add +56.9% | 1,290 | $143K |
| Kelly Financial Services LLC | 0.05% | Add +0.1% | 1,198 | $133K |
| Smartleaf Asset Management LLC | 0.02% | Add +120.1% | 1,193 | $133K |
| SYSTM Wealth Solutions LLC | 0.03% | Reduce -38.3% | 1,175 | $131K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.6% | 1,083 | $131K |
| Burkett Financial Services, LLC | 0.06% | Add +1.0% | 1,126 | $125K |
| S.A. Mason LLC | 0.07% | Add +10.4% | 1,120 | $124K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 1,116 | $124K |
| Ostrum Asset Management | 0.01% | Reduce -72.7% | 1,087 | $121K |
| Riverview Trust Co | 0.11% | Reduce -23.4% | 1,053 | $117K |
| TD Private Client Wealth LLC | 0.00% | Add +10.3% | 1,041 | $116K |
| Lindbrook Capital, LLC | 0.01% | Add +5.9% | 1,024 | $114K |
| Adirondack Trust Co. | 0.05% | No change | 1,010 | $112K |
| Webster Bank, N. A. | 0.01% | No change | 995 | $110K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 944 | $105K |
| Wetzel Investment Advisors, Inc. | 0.06% | Reduce -11.0% | 929 | $104K |
| Washington Trust Advisors, Inc. | 0.01% | Add +3.0% | 924 | $103K |
| Pacific Center for Financial Services | 0.03% | No change | 920 | $102K |
| Rowlandmiller & Partners.adv | 0.02% | Reduce -24.4% | 912 | $101K |
| Sentry Investment Management LLC | 0.04% | Reduce -17.0% | 900 | $100K |
| Lanark Financial, Inc. | 0.01% | Add +2.2% | 889 | $98K |
| First Command Advisory Services, Inc. | 0.00% | No change | 852 | $95K |
| Geneos Wealth Management Inc. | 0.00% | Add +42.5% | 849 | $94K |
| Concord Wealth Partners | 0.02% | No change | 821 | $91K |
| Sound Income Strategies, LLC | 0.01% | Add +21.0% | 818 | $91K |
| Family Firm, Inc. | 0.02% | New | 807 | $90K |
| Federated Hermes, Inc. | 0.00% | Reduce -14.2% | 782 | $87K |
| Loomis Sayles & Co. L P | 0.00% | Add +77.8% | 745 | $83K |
| Essex Investment Management Co. LLC | 0.02% | No change | 735 | $82K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -0.8% | 734 | $81K |
| United Community Bank | 0.03% | No change | 732 | $81K |
| Global Retirement Partners, LLC | 0.00% | Add +1.4% | 705 | $78K |
| USA Financial Formulas | 0.01% | New | 704 | $78K |
| Cromwell Holdings LLC | 0.04% | — | 657 | $74K |
| Quarry LP | 0.03% | Reduce -10.4% | 649 | $72K |
| Atticus Wealth Management, LLC | 0.02% | No change | 635 | $70K |
| Flputnam Investment Management Co. | 0.00% | New | 633 | $70K |
| Gen-Wealth Partners Inc | 0.03% | Add +1.0% | 618 | $69K |
| UMB Bank, n.a. | 0.00% | Reduce -12.9% | 608 | $67K |
| TCTC Holdings, LLC | 0.00% | No change | 604 | $67K |
| Alta Advisers Ltd | 0.03% | No change | 600 | $67K |
| AllSquare Wealth Management LLC | 0.04% | No change | 552 | $61K |
| Ancora Advisors LLC | 0.00% | No change | 548 | $61K |
| SWS Partners | 0.02% | New | 545 | $61K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 543 | $60K |
| Spire Wealth Management | 0.00% | Reduce -15.5% | 534 | $59K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.0% | 511 | $57K |
| Crewe Advisors LLC | 0.01% | No change | 509 | $57K |
| Oakworth Capital, Inc. | 0.00% | No change | 508 | $56K |
| Chilton Capital Management LLC | 0.00% | New | 507 | $56K |
| Logan Capital Management Inc. | 0.00% | No change | 500 | $56K |
| WASHINGTON TRUST Co | 0.00% | No change | 500 | $56K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -2.9% | 495 | $55K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | Add +43.6% | 494 | $55K |
| Toth Financial Advisory Corp. | 0.01% | No change | 489 | $54K |
| Fairscale Capital, LLC | 0.05% | — | 467 | $54K |
| Abich Financial Wealth Management LLC | 0.03% | No change | 455 | $51K |
| Dakota Community Bank & Trust NA | 0.24% | No change | 400 | $44K |
| Godsey & Gibb, Inc. | 0.00% | No change | 400 | $44K |
| Heritage Wealth Advisors | 0.00% | No change | 400 | $44K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.9% | 370 | $41K |
| HM Payson & Co. | 0.00% | Reduce -65.7% | 370 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 370 | $41K |
| Sittner & Nelson, LLC | 0.02% | No change | 363 | $40K |
| Sandy Spring Bank | 0.00% | Reduce -22.6% | 363 | $40K |
| WFA Asset Management Corp | 0.02% | Add +1.1% | 356 | $39K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +10.9% | 355 | $39K |
| Centennial Bank | 0.02% | No change | 350 | $39K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 337 | $37K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -34.5% | 333 | $37K |
| Arrow Financial Corp | 0.00% | No change | 320 | $36K |
| iA Global Asset Management Inc. | 0.00% | Reduce -95.9% | 319 | $35K |
| TruNorth Capital Management, LLC | 0.01% | No change | 300 | $33K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $33K |
| MV Capital Management, Inc. | 0.00% | Add +6.1% | 294 | $33K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 283 | $31K |
| Manchester Capital Management LLC | 0.00% | Add +221.6% | 283 | $31K |
| Ridgewood Investments LLC | 0.02% | New | 277 | $31K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 275 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 274 | $30K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -65.5% | 272 | $30K |
| Creative Financial Designs Inc. | 0.00% | Add +23.6% | 267 | $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% | Add +4.6% | 249 | $28K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -45.1% | 237 | $26K |
| First Financial Corp. | 0.01% | No change | 235 | $26K |
| Tsfg, LLC | 0.01% | No change | 236 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 221 | $25K |
| Mascoma Wealth Management LLC | 0.01% | No change | 214 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 200 | $22K |
| Leonteq Securities AG | 0.00% | No change | 200 | $22K |
| Colonial Trust Advisors | 0.00% | Reduce -0.5% | 200 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +4.2% | 198 | $22K |
| Horizon Bancorp Inc. | 0.01% | Reduce -43.2% | 197 | $22K |
| PSI Advisors, LLC | 0.01% | New | 187 | $21K |
| Centerpoint Advisors, LLC | 0.01% | No change | 180 | $20K |
| Optiver Holding B.V. | 0.00% | Add +1670.0% | 177 | $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 |
| Fortitude Family Office, LLC | 0.01% | Add +26.4% | 158 | $18K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -2.5% | 157 | $17K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 150 | $17K |
| LRI Investments, LLC | 0.00% | No change | 150 | $17K |
| Covestor Ltd | 0.01% | Reduce -0.7% | 146 | $16K |
| CVA Family Office, LLC | 0.00% | Add +2.9% | 144 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $16K |
| DT Investment Partners, LLC | 0.00% | No change | 138 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 124 | $15K |
| Breakwater Investment Management | 0.01% | No change | 128 | $14K |
| GW&K Investment Management, LLC | 0.00% | Add +7.3% | 118 | $13K |
| Operose Advisors LLC | 0.00% | No change | 117 | $13K |
| West Oak Capital, LLC | 0.01% | No change | 115 | $13K |
| RFP Financial Group LLC | 0.00% | Reduce -4.2% | 115 | $13K |
| Arax Advisory Partners | 0.00% | Add +1020.0% | 112 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 109 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 101 | $11K |
| NFSG Corp | 0.00% | Add +1.0% | 101 | $11K |
| Pingora Partners LLC | 0.01% | No change | 100 | $11K |
| Union Savings Bank | 0.01% | No change | 100 | $11K |
| WR Wealth Planners, LLC | 0.00% | No change | 100 | $11K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 100 | $11K |
| Armstrong Advisory Group, 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 |
| Salem Investment Counselors Inc. | 0.00% | No change | 96 | $11K |
| Motco | 0.00% | No change | 95 | $11K |
| Opal Wealth Advisors, LLC | 0.00% | New | 93 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -69.1% | 83 | $9K |
| West Paces Advisors Inc. | 0.00% | No change | 80 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 77 | $9K |
| Resources Management Corp. /CT/ | 0.00% | Reduce -26.3% | 70 | $8K |
| 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 |
| Bruce G. Allen Investments, LLC | 0.01% | Add +1.6% | 62 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 60 | $7K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 59 | $7K |
| Triad Wealth Partners, LLC | 0.00% | New | 55 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 55 | $6K |
| Valley National Advisers Inc. | 0.00% | Reduce -7.8% | 59 | $6K |
| Gleason Group, Inc. | 0.00% | New | 51 | $6K |
| Investors Research Corp | 0.00% | No change | 50 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 50 | $6K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 47 | $5K |
| Albion Financial Group | 0.00% | No change | 47 | $5K |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -51.6% | 46 | $5K |
| Sachetta, LLC | 0.00% | Add +225.0% | 39 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -28.1% | 41 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +5.3% | 40 | $5K |
| TFC Financial Management, Inc. | 0.00% | Reduce -2.6% | 38 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 38 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 37 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +184.6% | 37 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 33 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Add +40.0% | 35 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -69.4% | 33 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 30 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Add +47.6% | 31 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +19.2% | 31 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -93.3% | 30 | $3K |
| Valley Wealth Managers, Inc. | 0.00% | New | 30 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -7.4% | 25 | $3K |
| Anfield Capital Management, LLC | 0.00% | New | 27 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -40.5% | 25 | $3K |
| Spotlight Asset Group, Inc. | 0.00% | New | 25 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +15.0% | 23 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 21 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +28.6% | 18 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 18 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 18 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 14 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 14 | $2K |
| Park Place Capital Corp | 0.00% | No change | 13 | $1K |
| Abound Wealth Management | 0.00% | No change | 12 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 12 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -97.5% | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +25.0% | 10 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 9 | $1K |
| Avion Wealth | 0.00% | No change | 16 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 5 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Quent Capital, LLC | 0.00% | No change | 8 | $894 |
| True Wealth Design, LLC | 0.00% | Add +40.0% | 7 | $778 |
| Beacon Capital Management, LLC | 0.00% | Reduce -57.1% | 6 | $666 |
| Global Financial Private Client, LLC | 0.00% | No change | 5 | $555 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 5 | $555 |
| AlphaQuest LLC | 0.00% | Add +25.0% | 5 | $555 |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $333 |
| PrairieView Partners, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is DTE's weight in each manager's 13F, not the share of DTE Energy Company the manager owns.