DTE Energy CompanyDTE
13F holders, Q3 2024 (September 30)844holders +44
96new positions
47sold out
8famous investors
$128.38avg. 13F price*
At the end of Q3 2024, 844 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 44 from Q2 2024. 96 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($3.1B), Capital Research Global Investors ($2.6B) and BlackRock, Inc. ($2.2B). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $381.5M |
| Exits | 47 | $94.7M |
All 13F filers, Q2 2024 → Q3 2024: 7,894,721 shares bought and 8,312,762 shares sold, net −418,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Vanguard Group Inc. | 0.06% | Reduce -4.2% | 24,406,710 | $3.1B |
| Capital Research Global Investors | 0.54% | Reduce -6.8% | 20,189,463 | $2.6B |
| BlackRock, Inc. | 0.05% | — | 16,946,186 | $2.2B |
| State Street Corp. | 0.05% | Add +7.0% | 10,193,572 | $1.3B |
| T. Rowe Price Investment Management, Inc. | 0.48% | Reduce -2.1% | 6,225,662 | $799.4M |
| Ameriprise Financial Inc. | 0.19% | Add +4.4% | 5,799,972 | $745.3M |
| Geode Capital Management, LLC | 0.05% | Add +0.1% | 4,805,701 | $615.0M |
| Capital World Investors | 0.06% | Add +8.2% | 3,057,010 | $392.6M |
| Janus Henderson Group PLC | 0.18% | Add +2.4% | 2,720,265 | $349.3M |
| Neuberger Berman Group LLC | 0.25% | Reduce -17.6% | 2,530,236 | $324.8M |
| Boston Partners | 0.35% | Add +1.8% | 2,317,180 | $297.5M |
| Morgan Stanley | 0.02% | Add +3.6% | 2,124,491 | $272.8M |
| Clearbridge Investments, LLC | 0.21% | Reduce -8.1% | 2,088,871 | $268.2M |
| Franklin Resources Inc. | 0.07% | Reduce -7.3% | 2,046,010 | $256.9M |
| Pictet Asset Management Holding SA | 0.28% | Reduce -7.8% | 1,996,804 | $256.4M |
| Northern Trust Corp. | 0.04% | Reduce -4.4% | 1,745,233 | $224.1M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.1% | 1,665,628 | $213.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -9.1% | 1,653,699 | $212.4M |
| Invesco Ltd. | 0.04% | Reduce -22.9% | 1,639,738 | $210.6M |
| Bank of New York Mellon Corp | 0.03% | Add +1.5% | 1,437,230 | $184.6M |
| Bank of America Corp. | 0.02% | Reduce -13.1% | 1,368,891 | $175.8M |
| Legal & General Group Plc | 0.04% | Reduce -0.5% | 1,296,135 | $166.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.2% | 1,274,837 | $163.7M |
| Royal Bank of Canada | 0.03% | Reduce -3.4% | 1,133,550 | $145.6M |
| California Public Employees Retirement System | 0.09% | Reduce -5.6% | 989,809 | $127.1M |
| Soroban Capital Partners LP | 1.74% | Reduce -9.8% | 978,249 | $125.6M |
| Duff & Phelps Investment Management Co. | 1.34% | Add +3.5% | 907,345 | $116.5M |
| Reaves W H & Co. Inc. | 3.17% | Add +46.7% | 903,145 | $116.0M |
| UBS Group AG | 0.03% | Add +16.3% | 823,595 | $105.8M |
| Jennison Associates LLC | 0.06% | Reduce -5.0% | 758,303 | $97.4M |
| Barclays PLC | 0.04% | Add +11.9% | 755,084 | $97.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.0% | 737,434 | $94.7M |
| Panagora Asset Management Inc. | 0.45% | Add +195.2% | 732,507 | $94.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.1% | 717,959 | $92.2M |
| Millennium Management | 0.08% | Add +28.0% | 695,656 | $89.3M |
| Westwood Holdings Group Inc. | 0.67% | Reduce -4.7% | 676,982 | $86.9M |
| Qube Research & Technologies Ltd | 0.16% | Add +173.3% | 670,931 | $86.2M |
| Prudential Financial Inc. | 0.12% | Add +81.7% | 655,435 | $84.2M |
| Swiss National Bank | 0.05% | Add +0.3% | 614,200 | $78.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -13.1% | 605,761 | $77.8M |
| Deutsche Bank AG | 0.03% | Add +22.4% | 572,793 | $73.6M |
| Zimmer Partners, LP | 1.31% | New | 544,300 | $69.9M |
| ClearBridge Investments Ltd | 1.75% | New | 543,330 | $69.8M |
| First Trust Advisors LP | 0.07% | Reduce -8.8% | 538,658 | $69.2M |
| Point72 Asset Management | 0.24% | New | 519,686 | $66.7M |
| Canada Pension Plan Investment Board | 0.06% | Add +6.6% | 479,552 | $61.6M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -18.0% | 466,744 | $60.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.4% | 460,686 | $59.2M |
| ExodusPoint Capital Management, LP | 0.59% | New | 447,843 | $57.5M |
| Energy Income Partners, LLC | 1.16% | Reduce -9.0% | 422,550 | $54.3M |
| Victory Capital Management Inc. | 0.05% | Reduce -4.2% | 406,305 | $52.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -9.9% | 391,967 | $50.3M |
| APG Asset Management N.V. | 0.31% | Reduce -17.0% | 408,700 | $47.0M |
| Voya Investment Management LLC | 0.06% | Reduce -3.2% | 363,923 | $46.7M |
| Vaughan David Investments LLC | 1.01% | Add +1.1% | 342,652 | $44.0M |
| FMR LLC | 0.00% | Add +6.1% | 342,608 | $44.0M |
| HSBC Holdings PLC | 0.03% | Add +29.6% | 340,237 | $43.7M |
| Rhumbline Advisers | 0.04% | Reduce -1.8% | 339,286 | $43.6M |
| HITE Hedge Asset Management LLC | 4.81% | Reduce -7.4% | 325,260 | $41.8M |
| Raymond James & Associates | 0.02% | Reduce -0.1% | 318,417 | $40.9M |
| NewEdge Advisors, LLC | 0.26% | Add +7.9% | 317,208 | $40.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +5.3% | 309,207 | $39.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 302,096 | $38.8M |
| Amundi | 0.01% | Add +23.1% | 306,757 | $38.5M |
| Teacher Retirement System of Texas | 0.18% | Add +78.2% | 290,496 | $37.3M |
| Alliancebernstein L.P. | 0.01% | Add +14.5% | 283,852 | $36.4M |
| National Bank of Canada | 0.05% | Add +246.9% | 282,553 | $36.3M |
| Yaupon Capital Management LP | 2.41% | Add +23.2% | 279,476 | $35.9M |
| National Pension Service | 0.03% | Reduce -1.5% | 275,263 | $35.3M |
| Bank of Montreal | 0.02% | Reduce -1.1% | 265,955 | $33.9M |
| Principal Financial Group Inc. | 0.02% | Add +5.6% | 261,357 | $33.6M |
| Pinebridge Investments, L.P. | 0.25% | Reduce -5.4% | 260,861 | $33.5M |
| California State Teachers Retirement System | 0.04% | Reduce -5.8% | 257,304 | $33.0M |
| Glenmede Trust Co. NA | 0.15% | Reduce -1.1% | 252,071 | $32.4M |
| BNP Paribas Financial Markets | 0.03% | Reduce -29.1% | 237,998 | $30.6M |
| Wells Fargo & Company | 0.01% | Reduce -16.9% | 211,455 | $27.2M |
| TD Asset Management Inc | 0.02% | Add +5.3% | 202,824 | $25.8M |
| New York State Teachers Retirement System | 0.05% | Reduce -3.9% | 200,535 | $25.8M |
| Deprince Race & Zollo Inc. | 0.49% | Reduce -1.2% | 200,504 | $25.7M |
| Tortoise Capital Advisors, L.L.C. | 0.32% | Add +29.5% | 190,544 | $24.5M |
| Citigroup Inc. | 0.02% | Reduce -14.7% | 180,750 | $23.2M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +0.8% | 180,733 | $23.2M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 177,974 | $22.9M |
| Magellan Asset Management Ltd | 0.22% | Reduce -3.2% | 175,433 | $22.5M |
| Applied Finance Capital Management, LLC | 0.95% | Add +1.7% | 172,442 | $22.1M |
| Martingale Asset Management L P | 0.49% | Reduce -14.8% | 166,880 | $21.4M |
| HRT Financial LP | 0.10% | New | 160,967 | $20.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -0.5% | 156,121 | $20.0M |
| Focus Partners Wealth | 0.06% | Add +3220.6% | 154,739 | $19.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.6% | 151,100 | $19.4M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -5.8% | 141,844 | $18.2M |
| Two Sigma Investments, LP | 0.04% | Add +290.4% | 140,243 | $18.0M |
| State of Wisconsin Investment Board | 0.04% | Add +13.3% | 130,757 | $16.8M |
| Jane Street Group, LLC | 0.03% | Add +43.0% | 125,128 | $16.1M |
| Adams Diversified Equity Fund, Inc. | 0.59% | Reduce -9.2% | 124,700 | $16.0M |
| Blue Chip Partners, LLC | 1.39% | Add +1.2% | 124,396 | $16.0M |
| Verition Fund Management LLC | 0.12% | Reduce -85.5% | 123,816 | $15.9M |
| Beck Bode, LLC | 2.97% | Add +2.3% | 123,087 | $15.8M |
| Cubist Systematic Strategies, LLC | 0.23% | New | 119,697 | $15.4M |
| New York State Common Retirement Fund | 0.02% | Reduce -36.0% | 119,115 | $15.3M |
| Stack Financial Management, Inc | 1.32% | Add +1.7% | 114,804 | $14.7M |
| AQR Capital Management | 0.02% | Add +55.3% | 113,486 | $14.4M |
| Mediolanum International Funds Ltd | 0.20% | Add +16.8% | 112,846 | $14.4M |
| Howe & Rusling Inc. | 1.23% | Add +0.9% | 111,427 | $14.3M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -1.9% | 110,995 | $14.3M |
| Asset Management One Co., Ltd. | 0.05% | Add +0.7% | 106,986 | $13.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +1.0% | 104,665 | $13.4M |
| Leeward Investments, LLC - MA | 0.61% | Reduce -20.6% | 101,941 | $13.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 100,796 | $12.9M |
| Aventail Capital Group, LP | 0.76% | Reduce -3.1% | 100,001 | $12.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.7% | 99,824 | $12.8M |
| Natixis Advisors, LLC | 0.02% | Add +2.2% | 99,022 | $12.7M |
| AE Wealth Management LLC | 0.11% | Reduce -4.7% | 97,542 | $12.5M |
| Toronto Dominion Bank | 0.02% | Add +43.9% | 92,671 | $11.9M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.4% | 90,345 | $11.6M |
| Stifel Financial Corp. | 0.01% | Add +17.3% | 89,703 | $11.5M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -28.0% | 86,372 | $11.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.9% | 85,868 | $11.0M |
| Arvest Bank Trust Division | 0.60% | — | 80,507 | $10.3M |
| Korea Investment CORP | 0.02% | Add +31.2% | 80,350 | $10.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.9% | 80,342 | $10.3M |
| Covalis Capital LLP | 1.52% | New | 79,235 | $10.2M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Reduce -2.3% | 79,147 | $10.2M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -31.9% | 76,199 | $9.8M |
| Aberdeen Group plc | 0.02% | Add +36.8% | 76,361 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Add +3.1% | 75,373 | $9.7M |
| Illinois Municipal Retirement Fund | 0.14% | Reduce -14.6% | 75,221 | $9.7M |
| Susquehanna International Group, LLP | 0.02% | Add +43.0% | 74,431 | $9.6M |
| Bank of Nova Scotia | 0.02% | Add +1.3% | 73,488 | $9.4M |
| State of New Jersey Common Pension Fund D | 0.04% | No change | 67,673 | $8.7M |
| Beach Investment Counsel Inc. | 1.07% | Reduce -2.7% | 67,571 | $8.7M |
| Creative Planning | 0.01% | Add +6.2% | 66,907 | $8.6M |
| Comerica Bank | 0.03% | Reduce -4.0% | 65,727 | $8.4M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -1.8% | 64,821 | $8.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +3.2% | 64,124 | $8.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +5.6% | 62,098 | $8.0M |
| Gotham Asset Management | 0.08% | Add +13.6% | 61,949 | $8.0M |
| Guggenheim Capital LLC | 0.06% | Add +9.0% | 61,929 | $8.0M |
| USS Investment Management Ltd | 0.06% | Add +12.6% | 61,755 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.5% | 60,839 | $7.8M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 60,531 | $7.8M |
| Forsta Ap-Fonden | 0.06% | Add +8.6% | 59,300 | $7.6M |
| Arizona State Retirement System | 0.05% | Add +4.3% | 59,288 | $7.6M |
| State of Michigan Retirement System | 0.04% | Reduce -0.5% | 56,377 | $7.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.7% | 55,980 | $7.2M |
| Sigma Planning Corp | 0.22% | Reduce -0.2% | 55,374 | $7.1M |
| Sei Investments Co. | 0.01% | Reduce -12.8% | 54,430 | $7.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.5% | 53,821 | $6.9M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -52.6% | 53,512 | $6.9M |
| Cyndeo Wealth Partners, LLC | 0.47% | Add +1.0% | 51,968 | $6.7M |
| Hennessy Advisors Inc. | 0.21% | Reduce -3.5% | 51,904 | $6.7M |
| American Century Companies Inc. | 0.00% | Reduce -36.7% | 51,781 | $6.6M |
| Corebridge Financial, Inc. | 0.04% | Reduce -2.8% | 51,399 | $6.6M |
| Renaissance Technologies | 0.01% | Reduce -54.3% | 49,600 | $6.4M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -8.0% | 48,594 | $6.3M |
| Strategic Advisors LLC | 1.17% | No change | 48,838 | $6.3M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -32.4% | 48,591 | $6.2M |
| Campbell & CO Investment Adviser LLC | 0.45% | New | 46,750 | $6.0M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.8% | 45,302 | $5.8M |
| Entropy Technologies, LP | 0.61% | Add +10.9% | 45,182 | $5.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -0.8% | 45,066 | $5.8M |
| Teza Capital Management LLC | 0.63% | Add +132.6% | 44,995 | $5.8M |
| Sit Investment Associates Inc. | 0.13% | Reduce -5.8% | 44,015 | $5.7M |
| Patton Albertson Miller Group, LLC | 0.76% | Reduce -7.2% | 43,625 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.2% | 43,469 | $5.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.4% | 43,440 | $5.6M |
| Hantz Financial Services, Inc. | 0.10% | Reduce -3.5% | 42,226 | $5.4M |
| Czech National Bank | 0.05% | Add +7.0% | 42,172 | $5.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +111.2% | 41,359 | $5.3M |
| Mariner, LLC | 0.01% | Add +2.3% | 41,360 | $5.3M |
| Amalgamated Bank | 0.04% | Reduce -3.2% | 40,662 | $5.2M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +2.2% | 41,393 | $5.2M |
| ProShare Advisors LLC | 0.01% | Add +19.3% | 39,888 | $5.1M |
| Banco Santander, S.A. | 0.06% | Reduce -0.6% | 38,689 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.0% | 37,223 | $4.8M |
| Decade Renewable Partners LP | 2.44% | Reduce -44.9% | 36,232 | $4.7M |
| Public Sector Pension Investment Board | 0.03% | Add +2.9% | 36,133 | $4.6M |
| Summit Global Investments | 0.29% | Add +580.0% | 35,375 | $4.5M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -1.4% | 35,613 | $4.5M |
| CIBC Asset Management Inc | 0.01% | Add +7.0% | 35,170 | $4.5M |
| Gabelli Funds LLC | 0.03% | Reduce -1.4% | 35,000 | $4.5M |
| Twinbeech Capital LP | 0.08% | New | 34,641 | $4.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -12.9% | 34,523 | $4.4M |
| Utah Retirement Systems | 0.05% | Add +0.3% | 34,159 | $4.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -83.6% | 32,612 | $4.2M |
| QRG Capital Management, Inc. | 0.04% | Add +9.7% | 31,482 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.4% | 31,295 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.0% | 30,837 | $4.0M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -16.5% | 30,667 | $3.9M |
| IFM Investors Pty Ltd | 0.04% | Reduce -23.9% | 30,139 | $3.9M |
| Holocene Advisors, LP | 0.02% | Reduce -2.6% | 29,963 | $3.8M |
| CoreCap Advisors, LLC | 0.18% | New | 29,769 | $3.8M |
| Man Group plc | 0.01% | New | 29,546 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +3.0% | 29,416 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +21.0% | 30,220 | $3.8M |
| Worldquant Millennium Advisors LLC | 0.03% | Add +4.0% | 29,267 | $3.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +10.2% | 29,249 | $3.8M |
| Aquatic Capital Management LLC | 0.10% | Add +17.8% | 29,094 | $3.7M |
| Credit Agricole S A | 0.02% | Add +16.6% | 28,881 | $3.7M |
| Pallas Capital Advisors LLC | 0.16% | Add +2.6% | 28,323 | $3.7M |
| Xponance LLC | 0.04% | Add +1.6% | 28,564 | $3.7M |
| Eley Financial Management, Inc | 1.48% | Add +0.2% | 28,547 | $3.7M |
| Intech Investment Management LLC | 0.04% | Reduce -12.0% | 28,488 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +0.7% | 28,329 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -18.9% | 28,140 | $3.6M |
| Cibc World Markets Corp. | 0.03% | Add +5.2% | 28,094 | $3.6M |
| Morton Community Bank | 0.94% | Add +0.1% | 28,021 | $3.6M |
| Planning Capital Management Corp | 2.38% | Reduce -10.6% | 27,951 | $3.6M |
| Nebula Research & Development LLC | 0.42% | New | 27,655 | $3.6M |
| New York Life Investment Management LLC | 0.03% | Reduce -3.1% | 27,354 | $3.5M |
| Icon Advisers Inc. | 0.77% | Add +10.6% | 27,200 | $3.5M |
| Meiji Yasuda Asset Management Co Ltd. | 0.13% | Add +220.6% | 27,171 | $3.5M |
| Citadel Advisors | 0.00% | Add +25.2% | 27,158 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.6% | 27,006 | $3.5M |
| Engineers Gate Manager LP | 0.07% | Reduce -16.7% | 26,161 | $3.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.0% | 24,865 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -68.8% | 24,540 | $3.2M |
| Schroder Investment Management Group | 0.00% | Add +32.6% | 24,544 | $3.1M |
| Versor Investments LP | 0.49% | Add +87.0% | 24,195 | $3.1M |
| IFP Advisors, Inc | 0.11% | Add +84.7% | 24,125 | $3.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +6.3% | 23,854 | $3.1M |
| Avitas Wealth Management LLC | 0.43% | Add +1.2% | 23,834 | $3.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +14.7% | 23,480 | $3.0M |
| Commerce Bank | 0.02% | Add +16.9% | 23,194 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.1% | 23,074 | $3.0M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 22,890 | $2.9M |
| Gilliland Jeter Wealth Management LLC | 0.93% | No change | 22,425 | $2.9M |
| Lincoln Capital Corp. | 1.16% | New | 22,162 | $2.8M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | Reduce -57.5% | 22,141 | $2.8M |
| Executive Wealth Management, LLC | 0.22% | New | 21,807 | $2.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,346 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +10.9% | 20,337 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +2.8% | 20,173 | $2.6M |
| LMCG Investments, LLC | 0.15% | Reduce -2.6% | 19,494 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Add +2.8% | 19,182 | $2.5M |
| Quantinno Capital Management LP | 0.03% | Add +33.9% | 18,994 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -52.8% | 18,707 | $2.4M |
| Arvest Investments, Inc. | 0.36% | Reduce -7.7% | 18,576 | $2.4M |
| Wbi Investments, LLC | 0.57% | New | 18,527 | $2.4M |
| STRS Ohio | 0.01% | Reduce -3.0% | 18,343 | $2.4M |
| GYL Financial Synergies, LLC | 0.18% | Reduce -1.5% | 18,195 | $2.3M |
| L & S Advisors Inc | 0.27% | New | 18,143 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +18.0% | 17,900 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.3% | 17,783 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +14.6% | 17,751 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.3% | 17,657 | $2.3M |
| UniSuper Management Pty Ltd | 0.02% | Add +2.3% | 17,504 | $2.2M |
| Walleye Capital LLC | 0.03% | Reduce -14.6% | 17,500 | $2.2M |
| Tudor Investment Corporation | 0.02% | New | 17,475 | $2.2M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -62.3% | 17,015 | $2.2M |
| MUFG Securities EMEA plc | 0.09% | New | 17,000 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -0.9% | 16,921 | $2.2M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -4.0% | 16,287 | $2.1M |
| KBC Group NV | 0.01% | No change | 16,106 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +9.5% | 15,934 | $2.1M |
| Huntington National Bank | 0.02% | Reduce -13.9% | 15,818 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +21.0% | 15,719 | $2.0M |
| Planning Alternatives Ltd. | 0.30% | No change | 15,433 | $2.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -52.7% | 15,410 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.8% | 15,223 | $2.0M |
| Fulton Bank, N.A. | 0.07% | Reduce -2.1% | 15,038 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.8% | 14,948 | $1.9M |
| Neo Ivy Capital Management | 0.61% | New | 14,738 | $1.9M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.35% | New | 14,609 | $1.9M |
| Kentucky Retirement Systems | 0.05% | Reduce -7.5% | 14,422 | $1.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.03% | Add +54.6% | 14,308 | $1.8M |
| Plante Moran Financial Advisors, LLC | 0.15% | Add +4.5% | 14,076 | $1.8M |
| 1832 Asset Management L.P. | 0.00% | Reduce -11.9% | 13,556 | $1.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +33.5% | 13,511 | $1.7M |
| HighPoint Advisor Group LLC | 0.10% | Reduce -0.1% | 14,222 | $1.7M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.9% | 13,424 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +47.8% | 13,416 | $1.7M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.8% | 13,037 | $1.7M |
| Ascent Group, LLC | 0.13% | Reduce -5.4% | 13,008 | $1.7M |
| Larson Financial Group LLC | 0.09% | Add +6.5% | 12,972 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.3% | 12,909 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Add +25.5% | 12,903 | $1.7M |
| Hancock Whitney Corp. | 0.05% | Add +80.0% | 12,885 | $1.7M |
| Modern Wealth Management, LLC | 0.10% | Reduce -1.5% | 12,884 | $1.7M |
| Profund Advisors LLC | 0.06% | Add +9.3% | 12,490 | $1.6M |
| Sculati Wealth Management, LLC | 0.63% | Reduce -7.4% | 12,329 | $1.6M |
| First American Bank | 0.11% | Reduce -10.3% | 12,299 | $1.6M |
| Advisory Services Network, LLC | 0.03% | No change | 14,033 | $1.6M |
| Columbia Asset Management | 0.27% | Reduce -0.2% | 12,127 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -24.9% | 11,811 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +3.2% | 11,787 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 11,700 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.3% | 11,693 | $1.5M |
| Miller Howard Investments Inc. | 0.05% | Reduce -4.7% | 11,666 | $1.5M |
| Edgestream Partners, L.P. | 0.07% | Add +124.4% | 11,637 | $1.5M |
| Rakuten Investment Management, Inc. | 0.01% | Add +33.1% | 11,729 | $1.5M |
| Old National Bancorp | 0.03% | Reduce -1.6% | 11,401 | $1.5M |
| Securian Asset Management, Inc. | 0.04% | Reduce -3.7% | 11,324 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +23.9% | 11,060 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -4.3% | 11,038 | $1.4M |
| Procyon Advisors, LLC | 0.10% | Add +4.8% | 10,884 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +0.7% | 10,848 | $1.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 10,847 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.27% | Add +2.7% | 10,384 | $1.3M |
| DRW Securities, LLC | 0.07% | New | 10,219 | $1.3M |
| SG Americas Securities, LLC | 0.01% | Reduce -82.8% | 10,122 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.9% | 10,096 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -5.3% | 9,859 | $1.3M |
| Centiva Capital, LP | 0.06% | Add +218.3% | 9,849 | $1.3M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 9,790 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 9,790 | $1.3M |
| Cadence Bank | 0.09% | Reduce -3.2% | 9,746 | $1.3M |
| Blair William & Co. | 0.00% | Add +0.5% | 9,544 | $1.2M |
| FSA Advisors, Inc. | 1.22% | Add +0.1% | 9,630 | $1.2M |
| Strategic Investment Advisors / MI | 0.13% | Add +1.9% | 9,500 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.2% | 9,483 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.4% | 9,464 | $1.2M |
| Nordea Investment Management AB | 0.00% | No change | 9,474 | $1.2M |
| Azimuth Capital Investment Management LLC | 0.05% | Add +25.7% | 9,350 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.7% | 9,280 | $1.2M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -65.2% | 9,198 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.5% | 9,076 | $1.2M |
| Great Lakes Retirement, Inc. | 0.15% | Reduce -1.0% | 9,067 | $1.2M |
| M&T Bank Corp | 0.00% | Add +0.3% | 9,037 | $1.2M |
| Horizon Investments, LLC | 0.03% | Reduce -9.0% | 8,992 | $1.2M |
| Cwm, LLC | 0.01% | Add +2.1% | 8,979 | $1.2M |
| First Trust Direct Indexing L.P. | 0.06% | Add +6.0% | 8,960 | $1.2M |
| Westpac Banking Corp. | 0.08% | No change | 8,895 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +10.1% | 8,831 | $1.1M |
| Retirement Guys Formula LLC | 0.53% | Add +4.5% | 8,798 | $1.1M |
| Norinchukin Bank, The | 0.03% | Add +18.4% | 8,785 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -27.9% | 8,709 | $1.1M |
| Choreo, LLC | 0.02% | Add +3.0% | 8,463 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +55.8% | 11,217 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -5.1% | 8,427 | $1.1M |
| Independent Advisor Alliance | 0.04% | Reduce -17.9% | 8,392 | $1.1M |
| NEOS Investment Management LLC | 0.03% | Add +24.0% | 8,380 | $1.1M |
| Exchange Traded Concepts, LLC | 0.03% | Add +41.7% | 8,326 | $1.1M |
| Sherbrooke Park Advisers LLC | 0.25% | New | 8,322 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 8,311 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +0.4% | 8,308 | $1.1M |
| Peddock Capital Advisors, LLC | 0.26% | Add +4.4% | 8,295 | $1.1M |
| Sterling Capital Management LLC | 0.01% | — | 8,248 | $1.1M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -3.4% | 8,224 | $1.1M |
| Leisure Capital Management | 0.45% | Add +2.8% | 8,196 | $1.1M |
| Intrust Bank NA | 0.10% | Add +3.9% | 8,122 | $1.0M |
| Spirit of America Management Corp. | 0.21% | Add +9.5% | 8,050 | $1.0M |
| iSAM Funds (UK) Ltd | 0.58% | Add +308.0% | 7,973 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Add +100.0% | 7,872 | $1.0M |
| Sigma Investment Counselors Inc. | 0.06% | Add +13.4% | 7,806 | $1.0M |
| Altfest L J & Co. Inc. | 0.13% | Add +56.4% | 7,535 | $968K |
| Trivium Point Advisory, LLC | 0.13% | Reduce -0.9% | 8,146 | $966K |
| Advisors Asset Management, Inc. | 0.02% | Add +4.2% | 7,481 | $961K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +179.0% | 7,480 | $961K |
| Kintra Wealth, LLC | 0.65% | Reduce -25.0% | 7,446 | $956K |
| Founders Financial Securities LLC | 0.09% | Reduce -0.1% | 7,401 | $950K |
| Praxis Investment Management Inc. | 0.06% | No change | 7,370 | $946K |
| City Holding Co. | 0.13% | Add +1.7% | 7,357 | $945K |
| Fifth Third Bancorp | 0.00% | Add +0.1% | 7,338 | $942K |
| XTX Topco Ltd | 0.07% | Reduce -4.8% | 7,332 | $942K |
| Raymond James Trust N.A. | 0.02% | Add +4.6% | 7,166 | $920K |
| Macquarie Group Ltd. | 0.00% | No change | 7,165 | $920K |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 7,154 | $919K |
| Machina Capital S.A.S. | 0.36% | Add +43.1% | 7,039 | $904K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.4% | 6,988 | $897K |
| Empirical Finance, LLC | 0.05% | Add +2.3% | 6,981 | $896K |
| Investment Management Corp of Ontario | 0.02% | Add +47.4% | 6,842 | $879K |
| Prosperity Consulting Group, LLC | 0.07% | New | 6,840 | $878K |
| Vestcor Inc | 0.03% | Reduce -25.6% | 6,812 | $875K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -15.1% | 6,731 | $864K |
| CBRE Investment Management Listed Real Assets LLC | 0.01% | Reduce -11.3% | 6,728 | $864K |
| Metis Global Partners, LLC | 0.03% | Add +1.9% | 6,633 | $852K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.4% | 6,561 | $842K |
| Assenagon Asset Management S.A. | 0.00% | Add +2.2% | 6,550 | $841K |
| Atlantic Edge Private Wealth Management, LLC | 0.26% | Add +4.2% | 6,545 | $840K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.5% | 6,455 | $829K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.1% | 6,397 | $821K |
| Capstone Investment Advisors, LLC | 0.03% | Reduce -31.6% | 6,392 | $821K |
| Probity Advisors, Inc. | 0.16% | Add +0.1% | 6,372 | $818K |
| &partners | 0.02% | Add +40.6% | 6,186 | $794K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -8.2% | 6,129 | $787K |
| Huber Capital Management LLC | 0.16% | Add +5.2% | 6,086 | $782K |
| Copperwynd Financial, LLC | 0.23% | Add +2.4% | 6,046 | $776K |
| TFG Advisers LLC | 0.28% | Reduce -1.2% | 6,036 | $775K |
| Jump Financial, LLC | 0.02% | Reduce -76.8% | 6,026 | $774K |
| Oliver Lagore Vanvalin Investment Group | 0.20% | Reduce -1.4% | 5,935 | $762K |
| GAMMA Investing LLC | 0.08% | Add +25.9% | 5,917 | $760K |
| SS&H Financial Advisors, Inc. | 0.28% | No change | 5,900 | $758K |
| North Star Investment Management Corp. | 0.05% | Add +0.0% | 5,778 | $742K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +4.8% | 5,747 | $738K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 5,666 | $728K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.1% | 5,620 | $722K |
| Meeder Advisory Services, Inc. | 0.05% | Add +4.0% | 5,581 | $717K |
| Squarepoint Ops LLC | 0.00% | Reduce -7.6% | 5,574 | $716K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.4% | 5,569 | $715K |
| Lakeshore Financial Planning, Inc. | 0.31% | Add +1.0% | 5,527 | $710K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -2.4% | 5,522 | $709K |
| Allianz Asset Management GmbH | 0.00% | Reduce -57.3% | 5,478 | $703K |
| EPG Wealth Management LLC | 0.18% | Add +0.0% | 5,465 | $702K |
| Parcion Private Wealth LLC | 0.06% | No change | 5,464 | $702K |
| Hilltop National Bank | 0.21% | Reduce -2.9% | 5,423 | $696K |
| Savant Capital, LLC | 0.01% | Add +2.7% | 5,405 | $694K |
| Centennial Wealth Advisory LLC | 0.27% | Add +2.1% | 5,338 | $685K |
| Center for Financial Planning, Inc. | 0.09% | Add +7.7% | 5,329 | $684K |
| Acorn Wealth Advisors, LLC | 0.29% | Add +0.6% | 5,328 | $684K |
| Legacy Private Trust Co. | 0.05% | No change | 5,288 | $679K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -6.0% | 5,243 | $679K |
| Greenleaf Trust | 0.01% | Reduce -7.9% | 5,270 | $677K |
| Tectonic Advisors LLC | 0.04% | Add +4.5% | 5,246 | $674K |
| Ingalls & Snyder LLC | 0.03% | Reduce -0.6% | 5,238 | $673K |
| Schechter Investment Advisors, LLC | 0.05% | Add +0.3% | 5,214 | $670K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +39.2% | 5,166 | $663K |
| Kingsview Wealth Management, LLC | 0.01% | New | 5,117 | $657K |
| Point72 (DIFC) Ltd | 0.05% | New | 5,061 | $650K |
| D.A. Davidson & Co. | 0.01% | Add +2.4% | 5,037 | $647K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -7.3% | 5,012 | $644K |
| Cerro Pacific Wealth Advisors LLC | 0.24% | No change | 5,790 | $643K |
| Fox Run Management, L.L.C. | 0.14% | Reduce -5.8% | 4,898 | $629K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +0.5% | 4,824 | $619K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 4,787 | $615K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.2% | 5,573 | $615K |
| Simplex Trading, LLC | 0.02% | New | 4,785 | $614K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.1% | 4,676 | $600K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -0.3% | 4,672 | $600K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -17.9% | 4,613 | $592K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -2.9% | 4,587 | $589K |
| Carnegie Investment Counsel | 0.02% | Add +6.4% | 4,546 | $584K |
| Blueshift Asset Management, LLC | 0.14% | New | 4,544 | $583K |
| CW Advisors, LLC | 0.01% | New | 4,528 | $582K |
| Hummer Financial Advisory Services Inc | 0.45% | No change | 4,413 | $571K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.4% | 4,408 | $566K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.2% | 4,362 | $560K |
| WNY Asset Management, LLC | 0.07% | No change | 4,358 | $560K |
| Princeton Global Asset Management LLC | 0.11% | Reduce -2.7% | 4,305 | $553K |
| Lido Advisors, LLC | 0.00% | Add +0.0% | 4,272 | $549K |
| Bleakley Financial Group, LLC | 0.02% | Add +1.3% | 4,249 | $546K |
| Jacobi Capital Management LLC | 0.04% | Add +4.3% | 4,202 | $540K |
| Fiduciary Alliance LLC | 0.07% | No change | 4,145 | $532K |
| Chicago Capital, LLC | 0.01% | Add +1.2% | 4,124 | $530K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.0% | 4,124 | $530K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.0% | 4,124 | $530K |
| MGB Wealth Management, LLC | 0.19% | No change | 4,152 | $530K |
| Glenview Trust Co | 0.01% | Reduce -3.3% | 4,095 | $526K |
| Venture Visionary Partners LLC | 0.02% | Add +0.4% | 4,035 | $518K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.1% | 4,025 | $517K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +76.3% | 3,984 | $512K |
| Coldstream Capital Management Inc. | 0.01% | Add +6.6% | 3,978 | $507K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +8.6% | 3,947 | $507K |
| Meiji Yasuda Life Insurance Co | 0.01% | New | 3,937 | $506K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 3,849 | $494K |
| Stonebrook Private Inc. | 0.13% | Reduce -2.8% | 3,844 | $494K |
| Stephens Consulting, LLC | 0.13% | No change | 3,842 | $493K |
| Harbour Investments, Inc. | 0.01% | Add +65.3% | 3,835 | $492K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 3,827 | $491K |
| Arbor Wealth Advisors LLC | 0.44% | No change | 3,808 | $489K |
| SageView Advisory Group, LLC | 0.02% | Reduce -19.3% | 3,780 | $485K |
| Montecito Bank & Trust | 0.08% | Reduce -1.4% | 3,722 | $478K |
| My Legacy Advisors, LLC | 0.19% | Reduce -14.3% | 3,710 | $476K |
| Secure Asset Management, LLC | 0.08% | Reduce -0.8% | 3,692 | $474K |
| SJS Investment Consulting Inc. | 0.08% | Add +0.0% | 3,669 | $471K |
| Jones Financial Companies LLLP | 0.00% | Add +98.8% | 3,653 | $466K |
| Capital Asset Advisory Services LLC | 0.02% | Add +4.7% | 3,680 | $462K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.3% | 3,588 | $461K |
| Advance Capital Management, Inc. | 0.02% | Reduce -0.9% | 3,552 | $456K |
| Stephens Inc. | 0.01% | Reduce -2.0% | 3,551 | $456K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.2% | 3,551 | $456K |
| MAI Capital Management | 0.00% | Reduce -3.5% | 3,537 | $454K |
| GEM Asset Management, LLC | 0.26% | No change | 3,625 | $454K |
| Wellington Shields & Co., LLC | 0.14% | No change | 3,500 | $449K |
| NewEdge Wealth, LLC | 0.01% | Add +55.8% | 3,436 | $441K |
| Two Sigma Advisers, LP | 0.00% | Reduce -5.6% | 3,400 | $437K |
| Tiaa Trust, National Association | 0.00% | Add +1.5% | 3,379 | $434K |
| Sovereign Financial Group, Inc. | 0.10% | Add +0.0% | 3,364 | $432K |
| Whittier Trust Co. | 0.01% | Add +0.1% | 3,349 | $430K |
| Csenge Advisory Group | 0.02% | Reduce -1.7% | 3,427 | $428K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.9% | 3,294 | $423K |
| Ieq Capital, LLC | 0.01% | Reduce -19.7% | 3,293 | $423K |
| Aviva PLC | 0.00% | No change | 3,271 | $420K |
| Keybank National Association | 0.00% | Reduce -0.8% | 3,240 | $416K |
| Ramirez Asset Management, Inc. | 0.08% | Add +59.4% | 3,235 | $415K |
| V-Square Quantitative Management LLC | 0.06% | No change | 3,212 | $412K |
| Assetmark, Inc. | 0.00% | Add +10.6% | 3,154 | $405K |
| EP Wealth Advisors, LLC | 0.00% | Add +73.7% | 3,150 | $404K |
| Brown Wealth Management, LLC | 0.15% | Add +1.3% | 3,147 | $404K |
| Foguth Wealth Management, LLC. | 0.15% | Add +30.4% | 3,202 | $402K |
| Fortis Group Advisors, LLC | 0.07% | No change | 3,119 | $400K |
| Lazard Asset Management LLC | 0.00% | No change | 3,103 | $398K |
| Fiduciary Trust Co | 0.01% | Add +0.4% | 3,094 | $397K |
| Balanced Wealth Group LLC | 0.18% | Add +0.1% | 3,083 | $396K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | No change | 3,082 | $396K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Add +0.7% | 3,080 | $395K |
| Syon Capital LLC | 0.03% | Reduce -2.4% | 3,052 | $392K |
| Brookstone Capital Management | 0.01% | Add +11.9% | 3,037 | $390K |
| Empowered Funds, LLC | 0.01% | Add +9.3% | 3,028 | $389K |
| Aquila Investment Management LLC | 0.43% | New | 3,000 | $385K |
| Inscription Capital, LLC | 0.06% | No change | 3,000 | $385K |
| Palisade Asset Management, LLC | 0.04% | No change | 3,000 | $385K |
| Retirement Income Solutions, Inc. | 0.09% | Add +1.6% | 2,957 | $380K |
| Baker Tilly Wealth Management, LLC | 0.17% | Add +27.9% | 2,912 | $374K |
| Pier 88 Investment Partners LLC | 0.43% | No change | 2,894 | $372K |
| Signaturefd, LLC | 0.01% | Add +3.1% | 2,889 | $371K |
| Paragon Private Wealth Management, LLC | 0.18% | Add +10.3% | 2,853 | $366K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +42.8% | 2,798 | $359K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 2,797 | $359K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -0.3% | 2,769 | $356K |
| Old North State Wealth Management, LLC | 0.20% | Add +52.5% | 2,751 | $354K |
| HB Wealth Management, LLC | 0.00% | Add +3.6% | 2,754 | $354K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -4.0% | 2,753 | $354K |
| Chicago Partners Investment Group LLC | 0.01% | Add +53.2% | 2,706 | $352K |
| Dark Forest Capital Management LP | 0.04% | New | 2,689 | $345K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.2% | 2,685 | $345K |
| NBT Bank, N.A. | 0.02% | No change | 2,684 | $345K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.3% | 2,661 | $342K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.9% | 2,657 | $341K |
| TD Waterhouse Canada Inc. | 0.00% | Add +12.4% | 2,642 | $340K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.3% | 2,623 | $340K |
| Blue Trust, Inc. | 0.00% | Add +52.5% | 3,042 | $338K |
| MBB Public Markets I LLC | 0.03% | Reduce -82.4% | 2,610 | $335K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.0% | 2,605 | $334K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 2,604 | $334K |
| Signal Advisors Wealth, LLC | 0.05% | New | 2,587 | $332K |
| Atom Investors LP | 0.03% | Add +33.2% | 2,540 | $326K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 2,539 | $326K |
| Romano Brothers and Company | 0.04% | Reduce -4.9% | 2,510 | $322K |
| WealthBridge Capital Management, LLC | 0.09% | No change | 2,505 | $322K |
| Vident Advisory, LLC | 0.01% | Add +3.5% | 2,503 | $321K |
| Tidal Investments LLC | 0.00% | Add +4.0% | 2,490 | $320K |
| Diversified Trust Co. | 0.01% | Reduce -1.7% | 2,473 | $318K |
| Affinity Wealth Management LLC | 0.06% | No change | 2,459 | $316K |
| Trust Point Inc. | 0.02% | Add +0.5% | 2,447 | $314K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -6.9% | 2,441 | $313K |
| Caprock Group, LLC | 0.01% | Add +7.0% | 2,397 | $311K |
| MeadowBrook Investment Advisors LLC | 0.28% | No change | 2,416 | $310K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.1% | 2,414 | $310K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -1.3% | 2,351 | $302K |
| Redwood Wealth Management Group, LLC | 0.15% | No change | 2,347 | $301K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.9% | 2,340 | $301K |
| Essex Financial Services, Inc. | 0.02% | New | 2,343 | $300K |
| Farmers Trust Co. | 0.06% | Reduce -5.1% | 2,309 | $296K |
| PBMares Wealth Management LLC | 0.06% | No change | 2,301 | $295K |
| Prossimo Advisors, LLC | 0.22% | Add +1.8% | 2,295 | $295K |
| Bridgefront Capital, LLC | 0.11% | New | 2,293 | $294K |
| International Private Wealth Advisors LLC | 0.43% | Reduce -5.5% | 2,268 | $291K |
| Bessemer Group Inc. | 0.00% | Add +8.9% | 2,257 | $291K |
| IHT Wealth Management, LLC | 0.01% | New | 2,252 | $289K |
| Vima LLC | 0.59% | Reduce -1.4% | 2,251 | $289K |
| Brown Brothers Harriman & Co. | 0.00% | Add +7.4% | 2,247 | $289K |
| Royal London Asset Management Ltd. | 0.00% | No change | 2,247 | $289K |
| Fiduciary Family Office, LLC | 0.09% | Reduce -4.5% | 2,224 | $286K |
| Parallel Advisors, LLC | 0.01% | Add +11.7% | 2,208 | $284K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,202 | $283K |
| CPR Investments Inc. | 0.27% | Reduce -3.1% | 2,201 | $283K |
| Richard W. Paul & Associates, LLC | 0.10% | Reduce -34.5% | 2,197 | $282K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +12.6% | 2,196 | $282K |
| Oxler Private Wealth LLC | 0.10% | Add +0.9% | 2,191 | $281K |
| Calydon Capital | 0.05% | No change | 2,196 | $279K |
| Benjamin Edwards Inc. | 0.00% | New | 2,173 | $279K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -24.4% | 2,146 | $276K |
| Cigna Investments Inc. | 0.05% | Reduce -1.7% | 2,146 | $275K |
| Belpointe Asset Management LLC | 0.02% | Add +2.0% | 2,137 | $274K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,133 | $274K |
| NTV Asset Management LLC | 0.04% | No change | 2,120 | $272K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.6% | 2,116 | $272K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.8% | 2,113 | $271K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | Reduce -1.2% | 2,110 | $271K |
| Allworth Financial LP | 0.00% | Reduce -22.7% | 2,102 | $270K |
| AIFG Consultants Ltd. | 0.20% | No change | 2,099 | $270K |
| Private Trust Co. NA | 0.03% | Reduce -2.5% | 2,099 | $270K |
| World Investment Advisors | 0.01% | New | 2,092 | $269K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,089 | $268K |
| Geneos Wealth Management Inc. | 0.01% | Add +145.9% | 2,088 | $268K |
| Aspen Investment Management Inc | 0.13% | No change | 2,088 | $268K |
| Van Eck Associates Corp. | 0.00% | New | 2,062 | $268K |
| Evergreen Capital Management LLC | 0.01% | Add +7.9% | 2,055 | $266K |
| Quadrant Capital Group LLC | 0.02% | Add +1.3% | 2,062 | $265K |
| Coppell Advisory Solutions LLC | 0.04% | Add +0.3% | 2,067 | $263K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.6% | 2,047 | $263K |
| Asset Allocation Strategies LLC | 0.07% | Add +2.5% | 2,045 | $263K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,025 | $260K |
| XML Financial, LLC | 0.02% | No change | 2,000 | $257K |
| Ascentis Independent Advisors | 0.04% | New | 1,999 | $257K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | No change | 2,282 | $256K |
| Old Mission Investment Co LLC | 0.08% | New | 1,989 | $255K |
| Smith, Moore & Co. | 0.02% | No change | 1,976 | $254K |
| Danske Bank A/S | 0.00% | No change | 1,975 | $254K |
| GTS Securities LLC | 0.01% | Reduce -36.0% | 1,955 | $251K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 1,953 | $251K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 1,949 | $250K |
| Hartline Investment Corp./ | 0.03% | No change | 1,948 | $250K |
| Zacks Investment Management | 0.00% | New | 1,943 | $249K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 1,929 | $248K |
| Nemes Rush Group LLC | 0.04% | No change | 2,200 | $247K |
| Insight 2811, Inc. | 0.12% | No change | 1,900 | $244K |
| Beacon Bank & Trust | 0.06% | New | 1,882 | $242K |
| Diversified Portfolios, Inc. | 0.03% | New | 1,878 | $241K |
| Fermata Advisors, LLC | 0.05% | Add +0.9% | 1,877 | $241K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -8.5% | 1,870 | $240K |
| Graypoint LLC | 0.02% | Add +3.3% | 1,865 | $240K |
| Federated Hermes, Inc. | 0.00% | Add +138.1% | 1,862 | $239K |
| Triton Wealth Management, PLLC | 0.13% | No change | 1,845 | $237K |
| Bar Harbor Wealth Management | 0.02% | No change | 1,849 | $237K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -0.4% | 1,847 | $237K |
| Gateway Investment Advisers LLC | 0.00% | Add +0.9% | 1,842 | $236K |
| Pointe Capital Management LLC | 0.14% | No change | 1,829 | $235K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,843 | $235K |
| Merit Financial Group, LLC | 0.01% | Reduce -31.3% | 1,821 | $234K |
| Caldwell Trust Co | 0.02% | Reduce -3.1% | 1,819 | $234K |
| Marshall Wace, LLP | 0.00% | New | 1,803 | $232K |
| Sage Mountain Advisors LLC | 0.02% | New | 1,802 | $231K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -6.2% | 1,802 | $231K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 1,800 | $231K |
| Principal Securities, Inc. | 0.01% | Add +18.0% | 1,784 | $229K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | New | 1,783 | $229K |
| Vinva Investment Management Ltd | 0.01% | Reduce -46.5% | 1,795 | $229K |
| Trust Investment Advisors | 0.14% | New | 1,758 | $226K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,742 | $225K |
| Veltria Advisors Corp. | 0.09% | Reduce -19.6% | 1,752 | $225K |
| Trust Co. of Toledo NA | 0.03% | Reduce -4.9% | 1,747 | $224K |
| Checchi Capital Advisers, LLC | 0.02% | New | 1,733 | $223K |
| Old Port Advisors | 0.06% | New | 1,708 | $219K |
| Alaska Permanent Fund Corp | 0.00% | No change | 1,703 | $219K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 1,685 | $216K |
| Calton & Associates, Inc. | 0.08% | New | 1,675 | $215K |
| Sonora Investment Management Group, LLC | 0.02% | New | 1,674 | $215K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 1,638 | $210K |
| Mather Group, Llc. | 0.00% | Reduce -56.8% | 1,635 | $210K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,618 | $209K |
| Steph & Co. | 0.07% | Reduce -2.9% | 1,629 | $209K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 1,626 | $209K |
| SC&H Financial Advisors, Inc. | 0.05% | New | 1,620 | $208K |
| Affinity Investment Advisors, LLC | 0.14% | New | 1,620 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.7% | 1,607 | $206K |
| Waldron Private Wealth LLC | 0.01% | New | 1,595 | $205K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 1,586 | $204K |
| Second Line Capital, LLC | 0.06% | New | 1,567 | $203K |
| Enterprise Financial Services Corp | 0.12% | New | 1,579 | $203K |
| Consolidated Portfolio Review Corp | 0.04% | New | 1,566 | $201K |
| Lake Street Advisors Group, LLC | 0.01% | New | 1,548 | $200K |
| Delta Asset Management LLC | 0.02% | Reduce -0.6% | 1,551 | $199K |
| Avior Wealth Management, LLC | 0.01% | Add +3.4% | 1,538 | $197K |
| MCF Advisors LLC | 0.01% | Reduce -25.0% | 1,509 | $195K |
| Smartleaf Asset Management LLC | 0.02% | Add +20.1% | 1,433 | $183K |
| Richardson Financial Services Inc. | 0.12% | No change | 1,635 | $182K |
| CI Investments Inc. | 0.00% | Reduce -38.4% | 1,390 | $178K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,372 | $176K |
| Eastern Bank | 0.00% | New | 1,360 | $175K |
| Clearstead Advisors, LLC | 0.00% | Add +1.3% | 1,353 | $174K |
| Rothschild Investment LLC | 0.01% | Add +3.0% | 1,348 | $173K |
| Financial Perspectives, Inc | 0.06% | Add +0.5% | 1,340 | $172K |
| Continuum Advisory, LLC | 0.02% | Reduce -3.8% | 1,428 | $171K |
| TD Private Client Wealth LLC | 0.00% | Add +20.9% | 1,258 | $162K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,204 | $155K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 1,200 | $154K |
| Burkett Financial Services, LLC | 0.06% | Add +0.9% | 1,136 | $146K |
| S.A. Mason LLC | 0.08% | Add +0.5% | 1,125 | $144K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.0% | 1,115 | $143K |
| Ostrum Asset Management | 0.01% | Add +1.3% | 1,101 | $141K |
| AlphaQuest LLC | 0.01% | Add +21380.0% | 1,074 | $138K |
| Riverview Trust Co | 0.12% | No change | 1,053 | $135K |
| Webster Bank, N. A. | 0.01% | No change | 995 | $128K |
| Adirondack Trust Co. | 0.05% | Reduce -1.5% | 995 | $128K |
| GeoWealth Management, LLC | 0.00% | New | 994 | $128K |
| Lindbrook Capital, LLC | 0.01% | Reduce -6.3% | 959 | $123K |
| Washington Trust Advisors, Inc. | 0.01% | Add +3.4% | 955 | $123K |
| Pacific Center for Financial Services | 0.03% | No change | 920 | $118K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 912 | $117K |
| Sentry Investment Management LLC | 0.05% | No change | 900 | $116K |
| Lanark Financial, Inc. | 0.01% | No change | 889 | $114K |
| Western Pacific Wealth Management, LP | 0.08% | Reduce -21.0% | 882 | $113K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -9.5% | 854 | $110K |
| First Command Advisory Services, Inc. | 0.00% | No change | 852 | $109K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -54.5% | 835 | $107K |
| Global Retirement Partners, LLC | 0.00% | Add +18.4% | 835 | $107K |
| Quarry LP | 0.03% | Add +28.2% | 832 | $107K |
| Concord Wealth Partners | 0.02% | No change | 821 | $105K |
| Sound Income Strategies, LLC | 0.01% | No change | 818 | $105K |
| Loomis Sayles & Co. L P | 0.00% | Add +6.4% | 793 | $102K |
| American National Bank & Trust | 0.01% | Reduce -41.7% | 752 | $97K |
| Essex Investment Management Co. LLC | 0.02% | No change | 735 | $94K |
| Tortoise Investment Management, LLC | 0.01% | No change | 734 | $94K |
| Gen-Wealth Partners Inc | 0.04% | Add +17.3% | 725 | $90K |
| Acadian Asset Management LLC | 0.00% | Reduce -76.8% | 695 | $89K |
| United Community Bank | 0.03% | Reduce -7.5% | 677 | $87K |
| Cromwell Holdings LLC | 0.05% | No change | 657 | $85K |
| Brooklyn Investment Group | 0.03% | New | 647 | $83K |
| Atticus Wealth Management, LLC | 0.03% | No change | 635 | $82K |
| USA Financial Formulas | 0.01% | Reduce -14.2% | 604 | $78K |
| TCTC Holdings, LLC | 0.00% | No change | 604 | $78K |
| Alta Advisers Ltd | 0.04% | No change | 600 | $77K |
| Intact Investment Management Inc. | 0.00% | New | 580 | $74K |
| AllSquare Wealth Management LLC | 0.04% | No change | 552 | $71K |
| UMB Bank, n.a. | 0.00% | Reduce -10.5% | 544 | $70K |
| Spire Wealth Management | 0.00% | Add +1.7% | 543 | $70K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 543 | $70K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.0% | 516 | $66K |
| Crewe Advisors LLC | 0.01% | No change | 509 | $65K |
| Oakworth Capital, Inc. | 0.00% | No change | 508 | $65K |
| Logan Capital Management Inc. | 0.00% | No change | 500 | $64K |
| WASHINGTON TRUST Co | 0.00% | No change | 500 | $64K |
| Carmichael Hill & Associates, Inc. | 0.02% | Add +47.5% | 497 | $64K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 496 | $64K |
| Toth Financial Advisory Corp. | 0.01% | No change | 489 | $63K |
| Fairscale Capital, LLC | 0.05% | No change | 467 | $60K |
| Optiver Holding B.V. | 0.00% | Add +143.5% | 431 | $55K |
| Heritage Wealth Advisors | 0.00% | Add +5.3% | 421 | $54K |
| Dakota Community Bank & Trust NA | 0.26% | No change | 400 | $51K |
| Godsey & Gibb, Inc. | 0.00% | No change | 400 | $51K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.8% | 384 | $49K |
| HM Payson & Co. | 0.00% | Add +1.6% | 376 | $48K |
| Flputnam Investment Management Co. | 0.00% | Add +97.5% | 1,250 | $48K |
| Sittner & Nelson, LLC | 0.02% | No change | 363 | $47K |
| Sandy Spring Bank | 0.00% | No change | 363 | $47K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.7% | 360 | $46K |
| WFA Asset Management Corp | 0.03% | Add +0.8% | 359 | $46K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 355 | $46K |
| Centennial Bank | 0.02% | No change | 350 | $45K |
| Hexagon Capital Partners LLC | 0.01% | Add +28.7% | 350 | $45K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | Reduce -30.4% | 344 | $44K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 335 | $43K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 333 | $43K |
| Arrow Financial Corp | 0.00% | No change | 320 | $41K |
| TruNorth Capital Management, LLC | 0.01% | No change | 300 | $39K |
| Old Second National Bank of Aurora | 0.01% | No change | 300 | $39K |
| Coastline Trust Co | 0.00% | New | 300 | $39K |
| MV Capital Management, Inc. | 0.00% | Reduce -1.0% | 291 | $37K |
| Manchester Capital Management LLC | 0.00% | No change | 283 | $36K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 283 | $36K |
| Creative Financial Designs Inc. | 0.00% | Add +4.5% | 279 | $36K |
| Rise Advisors, LLC | 0.02% | Add +1.1% | 278 | $36K |
| Ridgewood Investments LLC | 0.02% | Reduce -0.4% | 276 | $35K |
| Ashton Thomas Securities, LLC | 0.01% | New | 276 | $35K |
| Fourpath Capital Management, LLC | 0.01% | New | 275 | $35K |
| Wintrust Investments LLC | 0.03% | Reduce -90.0% | 276 | $35K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 250 | $32K |
| City State Bank | 0.01% | No change | 250 | $32K |
| Ancora Advisors LLC | 0.00% | Reduce -54.4% | 250 | $32K |
| ESL Trust Services, LLC | 0.01% | No change | 249 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 237 | $30K |
| Legacy Investment Solutions, LLC | 0.02% | — | 255 | $30K |
| Legacy Wealth Managment, LLC | 0.02% | — | 255 | $30K |
| First Financial Corp. | 0.01% | No change | 235 | $30K |
| Tsfg, LLC | 0.01% | No change | 236 | $30K |
| Asset Dedication, LLC | 0.00% | No change | 221 | $28K |
| Motco | 0.00% | Add +127.4% | 216 | $28K |
| Mascoma Wealth Management LLC | 0.01% | No change | 214 | $27K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 200 | $26K |
| Leonteq Securities AG | 0.00% | No change | 200 | $26K |
| Colonial Trust Advisors | 0.00% | No change | 200 | $26K |
| DT Investment Partners, LLC | 0.00% | Add +44.2% | 199 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | New | 195 | $25K |
| Horizon Bancorp Inc. | 0.01% | Reduce -0.5% | 196 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -4.0% | 190 | $25K |
| PSI Advisors, LLC | 0.01% | No change | 187 | $24K |
| Centerpoint Advisors, LLC | 0.01% | No change | 180 | $23K |
| Covestor Ltd | 0.01% | Add +19.2% | 174 | $22K |
| Smithfield Trust Co | 0.00% | No change | 175 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 169 | $22K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $21K |
| Elequin Capital, LP | 0.05% | New | 162 | $21K |
| Fortitude Family Office, LLC | 0.01% | No change | 158 | $20K |
| CVA Family Office, LLC | 0.00% | Add +1.4% | 146 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $18K |
| LRI Investments, LLC | 0.00% | No change | 150 | $18K |
| GW&K Investment Management, LLC | 0.00% | Add +11.9% | 132 | $17K |
| Breakwater Investment Management | 0.01% | No change | 128 | $16K |
| New Age Alpha Advisors, LLC | 0.01% | New | 125 | $16K |
| Arax Advisory Partners | 0.00% | Add +4.5% | 117 | $15K |
| Operose Advisors LLC | 0.00% | No change | 117 | $15K |
| Hemington Wealth Management | 0.00% | New | 128 | $15K |
| West Oak Capital, LLC | 0.01% | No change | 115 | $15K |
| Headlands Technologies LLC | 0.00% | New | 110 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 109 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -61.0% | 107 | $14K |
| CGC Financial Services, LLC | 0.01% | No change | 101 | $13K |
| Union Savings Bank | 0.01% | No change | 100 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 100 | $13K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 100 | $13K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 100 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $13K |
| St Germain D J Co. Inc. | 0.00% | No change | 100 | $13K |
| Trust Co. of Vermont | 0.00% | Add +51.5% | 100 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 96 | $12K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -38.9% | 96 | $12K |
| West Paces Advisors Inc. | 0.00% | No change | 80 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +1.2% | 84 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 77 | $10K |
| Resources Management Corp. /CT/ | 0.00% | No change | 70 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 70 | $9K |
| VitalStone Financial, LLC | 0.01% | New | 66 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 62 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 60 | $8K |
| Wolff Wiese Magana LLC | 0.00% | New | 50 | $6K |
| Investors Research Corp | 0.00% | No change | 50 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +35.1% | 50 | $6K |
| Colonial Trust Co / SC | 0.00% | Add +20.0% | 48 | $6K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 47 | $6K |
| Albion Financial Group | 0.00% | No change | 47 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +18.4% | 45 | $6K |
| Raleigh Capital Management Inc. | 0.00% | Add +25.7% | 44 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 41 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +122.2% | 40 | $5K |
| Sachetta, LLC | 0.00% | No change | 39 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -4.9% | 39 | $5K |
| TFC Financial Management, Inc. | 0.00% | No change | 38 | $5K |
| Grove Bank & Trust | 0.00% | New | 34 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 33 | $4K |
| Eagle Bay Advisors LLC | 0.00% | No change | 31 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 33 | $4K |
| Peterson Financial Group, Inc. | 0.01% | New | 30 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 30 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -27.0% | 27 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 27 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -16.1% | 26 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +13.0% | 26 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +38.9% | 25 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -56.4% | 24 | $3K |
| Avion Wealth | 0.00% | Add +62.5% | 26 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +4.0% | 26 | $3K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 20 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +35.7% | 19 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -43.3% | 17 | $2K |
| Valued Wealth Advisors LLC | 0.00% | Add +77.8% | 16 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 18 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 14 | $2K |
| Park Place Capital Corp | 0.00% | No change | 13 | $2K |
| Abound Wealth Management | 0.00% | No change | 12 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 12 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 12 | $2K |
| Truvestments Capital LLC | 0.00% | New | 11 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| Bokf, NA | 0.00% | New | 9 | $1K |
| Quent Capital, LLC | 0.00% | No change | 8 | $1K |
| Valley National Advisers Inc. | 0.00% | Reduce -76.3% | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 7 | $899 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $770 |
| Chesapeake Asset Management LLC | 0.00% | New | 5 | $642 |
| Global Financial Private Client, LLC | 0.00% | No change | 5 | $642 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 5 | $642 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 5 | $642 |
| Key Financial Inc | 0.00% | New | 3 | $385 |
| WestEnd Advisors, LLC | 0.00% | No change | 3 | $385 |
| First Personal Financial Services | 0.00% | New | 1 | $129 |
| 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.