DTE Energy CompanyDTE
13F holders, Q4 2024 (December 31)878holders +34
68new positions
71sold out
5famous investors
$120.80avg. 13F price*
At the end of Q4 2024, 878 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 34 from Q3 2024. 68 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($3.1B), Capital Research Global Investors ($2.3B) and BlackRock, Inc. ($2.1B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- DTE Energy Company
- Sector
- Utilities
- CUSIP
- 233331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $108.4M |
| Exits | 71 | $288.8M |
All 13F filers, Q3 2024 → Q4 2024: 14,914,782 shares bought and 14,328,752 shares sold, net +586,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 878 holders
| Vanguard Group Inc. | 0.05% | Add +3.6% | 25,286,380 | $3.1B |
| Capital Research Global Investors | 0.47% | Reduce -6.5% | 18,869,428 | $2.3B |
| BlackRock, Inc. | 0.04% | Add +1.3% | 17,170,529 | $2.1B |
| State Street Corp. | 0.05% | Reduce -0.3% | 10,159,059 | $1.2B |
| Capital World Investors | 0.13% | Add +123.2% | 6,823,231 | $823.9M |
| Ameriprise Financial Inc. | 0.17% | Reduce -7.2% | 5,383,060 | $650.0M |
| Geode Capital Management, LLC | 0.05% | Add +2.4% | 4,920,971 | $592.6M |
| Boston Partners | 0.43% | Add +25.1% | 2,899,823 | $350.2M |
| Janus Henderson Group PLC | 0.17% | Add +0.5% | 2,732,819 | $330.0M |
| Invesco Ltd. | 0.06% | Add +50.2% | 2,462,592 | $297.4M |
| Morgan Stanley | 0.02% | Add +4.3% | 2,215,642 | $267.5M |
| Franklin Resources Inc. | 0.07% | Reduce -5.1% | 1,941,295 | $234.4M |
| Clearbridge Investments, LLC | 0.19% | Reduce -7.6% | 1,930,734 | $233.1M |
| Northern Trust Corp. | 0.03% | Add +4.7% | 1,827,168 | $220.6M |
| Pictet Asset Management Holding SA | 0.23% | Reduce -12.6% | 1,745,347 | $210.8M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.7% | 1,653,985 | $199.7M |
| Bank of America Corp. | 0.02% | Add +13.4% | 1,551,966 | $187.4M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Reduce -75.5% | 1,525,246 | $184.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.7% | 1,384,335 | $167.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.5% | 1,306,664 | $157.8M |
| Legal & General Group Plc | 0.04% | Reduce -2.7% | 1,260,649 | $152.2M |
| Neuberger Berman Group LLC | 0.11% | Reduce -54.0% | 1,163,197 | $140.4M |
| Royal Bank of Canada | 0.03% | Add +2.3% | 1,159,336 | $140.0M |
| UBS Group AG | 0.03% | Add +33.5% | 1,099,497 | $132.8M |
| Panagora Asset Management Inc. | 0.57% | Add +40.4% | 1,028,263 | $124.2M |
| California Public Employees Retirement System | 0.08% | Reduce -0.4% | 985,661 | $119.0M |
| Soroban Capital Partners LP | 1.58% | No change | 978,249 | $118.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +35.9% | 975,547 | $117.8M |
| HITE Hedge Asset Management LLC | 8.56% | Add +196.7% | 964,919 | $116.5M |
| AQR Capital Management | 0.15% | Add +750.0% | 964,655 | $116.5M |
| Balyasny Asset Management L.P. | 0.26% | Add +1794.5% | 920,569 | $111.2M |
| Millennium Management | 0.10% | Add +32.3% | 920,063 | $111.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -46.0% | 892,949 | $107.8M |
| Reaves W H & Co. Inc. | 2.81% | Reduce -2.4% | 881,447 | $106.4M |
| Prudential Financial Inc. | 0.13% | Add +22.0% | 799,449 | $96.5M |
| Duff & Phelps Investment Management Co. | 1.15% | Reduce -12.2% | 796,847 | $96.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +28.3% | 777,132 | $93.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.1% | 752,776 | $90.9M |
| Energy Income Partners, LLC | 1.71% | Add +63.4% | 690,479 | $83.4M |
| Qube Research & Technologies Ltd | 0.13% | Reduce -0.8% | 665,197 | $80.3M |
| Barclays PLC | 0.04% | Reduce -14.9% | 642,393 | $77.6M |
| ClearBridge Investments Ltd | 1.89% | Add +10.1% | 598,401 | $72.3M |
| Swiss National Bank | 0.05% | Reduce -4.8% | 584,800 | $70.6M |
| Jennison Associates LLC | 0.04% | Reduce -27.3% | 551,305 | $66.6M |
| First Trust Advisors LP | 0.06% | Reduce -1.6% | 529,927 | $64.0M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +27.1% | 498,315 | $60.2M |
| Teacher Retirement System of Texas | 0.22% | Add +71.4% | 498,025 | $60.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +8.1% | 497,810 | $60.1M |
| Deutsche Bank AG | 0.02% | Reduce -20.9% | 453,265 | $54.7M |
| FMR LLC | 0.00% | Add +27.6% | 437,003 | $52.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -7.1% | 433,399 | $52.3M |
| Aventail Capital Group, LP | 2.58% | Add +308.9% | 408,929 | $49.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -3.9% | 390,419 | $47.1M |
| BNP Paribas Financial Markets | 0.04% | Add +60.8% | 382,778 | $46.2M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -21.0% | 378,850 | $45.7M |
| HSBC Holdings PLC | 0.03% | Add +6.4% | 362,001 | $43.7M |
| Raymond James Financial Inc. | 0.02% | — | 356,626 | $43.1M |
| Vaughan David Investments LLC | 0.99% | Add +1.4% | 347,444 | $42.0M |
| Voya Investment Management LLC | 0.05% | Reduce -6.7% | 339,685 | $41.0M |
| Rhumbline Advisers | 0.04% | Reduce -0.9% | 336,135 | $40.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +6.1% | 327,959 | $39.9M |
| Amundi | 0.01% | Add +7.1% | 328,660 | $39.8M |
| NewEdge Advisors, LLC | 0.24% | Add +2.5% | 324,966 | $39.2M |
| Bank of Montreal | 0.02% | Add +16.0% | 308,437 | $37.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.5% | 306,523 | $37.0M |
| Verition Fund Management LLC | 0.19% | Add +147.0% | 305,818 | $36.9M |
| Alliancebernstein L.P. | 0.01% | Add +6.3% | 301,805 | $36.4M |
| Glenmede Trust Co. NA | 0.16% | Add +2.9% | 259,425 | $31.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.9% | 253,806 | $30.6M |
| National Pension Service | 0.03% | Reduce -9.1% | 250,174 | $30.2M |
| California State Teachers Retirement System | 0.03% | Reduce -4.3% | 246,156 | $29.7M |
| Wells Fargo & Company | 0.01% | Add +13.4% | 239,865 | $29.0M |
| Nordea Investment Management AB | 0.03% | Add +2235.2% | 221,237 | $26.7M |
| Pinebridge Investments, L.P. | 0.20% | Reduce -16.1% | 218,988 | $26.4M |
| Citigroup Inc. | 0.03% | Add +20.7% | 218,217 | $26.3M |
| TD Asset Management Inc | 0.02% | Add +1.9% | 206,628 | $25.0M |
| New York State Teachers Retirement System | 0.05% | Add +0.6% | 201,714 | $24.4M |
| Deprince Race & Zollo Inc. | 0.48% | Add +0.1% | 200,619 | $24.2M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +493.4% | 193,512 | $23.4M |
| LPL Financial LLC | 0.01% | Add +6.6% | 189,734 | $22.9M |
| Focus Partners Wealth | 0.06% | Add +13.5% | 175,666 | $21.2M |
| Applied Finance Capital Management, LLC | 0.91% | Add +1.1% | 174,285 | $21.0M |
| Mediolanum International Funds Ltd | 0.27% | Add +53.5% | 173,252 | $20.8M |
| Tortoise Capital Advisors, L.L.C. | 0.26% | Reduce -10.4% | 170,714 | $20.6M |
| SG Americas Securities, LLC | 0.09% | Add +1585.8% | 170,638 | $20.6M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -6.1% | 169,778 | $20.5M |
| Martingale Asset Management L P | 0.49% | Add +0.1% | 167,043 | $20.2M |
| Korea Investment CORP | 0.05% | Add +101.2% | 161,650 | $19.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.0% | 157,069 | $19.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -2.9% | 151,525 | $18.3M |
| Magellan Asset Management Ltd | 0.20% | Reduce -16.0% | 147,318 | $17.8M |
| American Century Companies Inc. | 0.01% | Add +162.2% | 135,750 | $16.4M |
| Beck Bode, LLC | 2.96% | Add +8.9% | 134,057 | $16.2M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -7.7% | 130,927 | $15.8M |
| National Bank of Canada | 0.02% | Reduce -54.2% | 129,408 | $15.6M |
| Blue Chip Partners, LLC | 1.30% | Add +0.7% | 125,293 | $15.1M |
| State of Wisconsin Investment Board | 0.04% | Reduce -5.2% | 123,958 | $15.0M |
| Capitolis Liquid Global Markets LLC | 0.14% | New | 117,000 | $14.1M |
| Toronto Dominion Bank | 0.03% | Add +24.0% | 114,936 | $13.9M |
| Stack Financial Management, Inc | 1.27% | Reduce -0.2% | 114,596 | $13.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -5.9% | 112,115 | $13.5M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -83.7% | 110,506 | $13.3M |
| Polymer Capital Management (US) LLC | 4.26% | — | 110,000 | $13.3M |
| Howe & Rusling Inc. | 1.14% | Reduce -1.4% | 109,888 | $13.3M |
| APG Asset Management N.V. | 0.04% | Reduce -72.3% | 113,000 | $13.2M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -2.0% | 108,768 | $13.1M |
| Yaupon Capital Management LP | 0.82% | Reduce -61.8% | 106,875 | $12.9M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -0.9% | 106,004 | $12.9M |
| Greenland Capital Management LP | 2.56% | New | 105,070 | $12.7M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +4.3% | 104,067 | $12.6M |
| AE Wealth Management LLC | 0.10% | Add +4.8% | 102,221 | $12.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +0.7% | 101,451 | $12.3M |
| Natixis Advisors, LLC | 0.02% | Add +2.4% | 101,431 | $12.2M |
| Russell Investments Group, Ltd. | 0.02% | Add +15.9% | 100,131 | $12.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.8% | 98,627 | $11.9M |
| Leeward Investments, LLC - MA | 0.59% | Reduce -3.3% | 98,559 | $11.9M |
| Susquehanna International Group, LLP | 0.02% | Add +23.4% | 91,882 | $11.1M |
| D. E. Shaw & Co. | 0.01% | Add +1064.5% | 91,671 | $11.1M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 91,293 | $11.0M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.6% | 90,915 | $11.0M |
| Aberdeen Group plc | 0.02% | Add +13.9% | 86,965 | $10.4M |
| Public Sector Pension Investment Board | 0.04% | Add +137.2% | 85,693 | $10.3M |
| HighTower Advisors, LLC | 0.01% | Add +11.0% | 83,654 | $10.1M |
| Two Sigma Advisers, LP | 0.02% | Add +2300.0% | 81,600 | $9.9M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Add +1.6% | 80,447 | $9.7M |
| Trexquant Investment LP | 0.11% | New | 79,738 | $9.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 79,732 | $9.6M |
| Arvest Bank Trust Division | 0.58% | Reduce -1.6% | 79,237 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 78,758 | $9.5M |
| Cinctive Capital Management LP | 0.49% | New | 75,881 | $9.2M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.5% | 75,803 | $9.2M |
| Bank of Nova Scotia | 0.02% | Add +1.6% | 74,636 | $9.0M |
| RWC Asset Management LLP | 0.54% | New | 74,211 | $9.0M |
| DRW Securities, LLC | 0.60% | Add +618.3% | 73,400 | $8.9M |
| Two Sigma Investments, LP | 0.02% | Reduce -48.3% | 72,530 | $8.8M |
| Creative Planning | 0.01% | Add +5.4% | 70,544 | $8.5M |
| State of Tennessee, Department of Treasury | 0.03% | Add +28.9% | 68,985 | $8.3M |
| Comerica Bank | 0.03% | Add +4.1% | 68,430 | $8.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +6.3% | 68,173 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 67,673 | $8.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +59.4% | 65,906 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Add +9.3% | 66,518 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -25.4% | 64,049 | $7.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +1.1% | 62,762 | $7.6M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -3.4% | 62,641 | $7.6M |
| Beach Investment Counsel Inc. | 1.00% | Reduce -8.9% | 61,568 | $7.4M |
| Forsta Ap-Fonden | 0.05% | Add +2.9% | 61,000 | $7.4M |
| Arizona State Retirement System | 0.04% | Add +1.4% | 60,129 | $7.3M |
| Corient Private Wealth LP | 0.01% | Reduce -1.1% | 59,878 | $7.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +517.1% | 58,400 | $7.1M |
| Wexford Capital LP | 1.77% | New | 57,321 | $6.9M |
| Xponance LLC | 0.06% | Add +100.4% | 57,243 | $6.9M |
| State of Michigan Retirement System | 0.04% | Reduce -0.3% | 56,177 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 55,880 | $6.7M |
| Sigma Planning Corp | 0.21% | Reduce -0.7% | 55,001 | $6.6M |
| Credit Agricole S A | 0.02% | Add +90.4% | 54,985 | $6.6M |
| Cyndeo Wealth Partners, LLC | 0.45% | Add +5.7% | 54,937 | $6.6M |
| MetLife Investment Management, LLC | 0.04% | Add +1.8% | 54,806 | $6.6M |
| Guggenheim Capital LLC | 0.05% | Reduce -13.2% | 53,785 | $6.5M |
| Swiss Life Asset Management Ltd | 0.05% | Add +1062.7% | 53,634 | $6.5M |
| Nisa Investment Advisors, LLC | 0.03% | Add +9.1% | 53,019 | $6.5M |
| Hennessy Advisors Inc. | 0.19% | Add +2.7% | 53,304 | $6.4M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -34.1% | 49,568 | $6.0M |
| USS Investment Management Ltd | 0.04% | Reduce -20.2% | 49,294 | $6.0M |
| Corebridge Financial, Inc. | 0.03% | Reduce -4.6% | 49,036 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +12.5% | 48,892 | $5.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +17.7% | 48,734 | $5.9M |
| Strategic Advisors LLC | 1.06% | Reduce -0.3% | 48,695 | $5.9M |
| Mariner, LLC | 0.01% | Add +16.7% | 48,256 | $5.8M |
| Patton Albertson Miller Group, LLC | 0.76% | Add +7.6% | 46,931 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +156.3% | 45,258 | $5.5M |
| Czech National Bank | 0.05% | Add +6.5% | 44,904 | $5.4M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.0% | 44,838 | $5.4M |
| ProShare Advisors LLC | 0.01% | Add +11.3% | 44,392 | $5.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -2.3% | 44,036 | $5.3M |
| Hantz Financial Services, Inc. | 0.09% | Add +0.7% | 42,527 | $5.1M |
| Sei Investments Co. | 0.01% | Reduce -23.4% | 41,702 | $5.0M |
| Gotham Asset Management | 0.05% | Reduce -33.9% | 40,946 | $4.9M |
| Sit Investment Associates Inc. | 0.11% | Reduce -7.2% | 40,855 | $4.9M |
| Worldquant Millennium Advisors LLC | 0.03% | Add +39.4% | 40,810 | $4.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | New | 40,746 | $4.9M |
| Tudor Investment Corporation | 0.05% | Add +130.1% | 40,210 | $4.9M |
| Banco Santander, S.A. | 0.06% | Add +3.5% | 40,060 | $4.8M |
| Amalgamated Bank | 0.04% | Reduce -1.8% | 39,919 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +14.8% | 39,636 | $4.8M |
| Ieq Capital, LLC | 0.04% | Add +1044.7% | 37,696 | $4.6M |
| HRT Financial LP | 0.02% | Reduce -76.9% | 37,142 | $4.5M |
| CIBC Asset Management Inc | 0.01% | Add +2.5% | 36,053 | $4.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 35,613 | $4.3M |
| Gabelli Funds LLC | 0.03% | No change | 35,000 | $4.2M |
| Schroder Investment Management Group | 0.00% | Add +42.3% | 34,928 | $4.2M |
| Yousif Capital Management, LLC | 0.05% | Add +21.4% | 34,175 | $4.1M |
| Utah Retirement Systems | 0.05% | No change | 34,159 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.3% | 34,151 | $4.1M |
| Engineers Gate Manager LP | 0.07% | Add +27.6% | 33,376 | $4.0M |
| Cibc World Markets Corp. | 0.02% | Add +16.4% | 32,688 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.9% | 32,335 | $3.9M |
| Canada Post Corp Registered Pension Plan | 0.23% | — | 32,023 | $3.9M |
| QRG Capital Management, Inc. | 0.04% | Add +1.7% | 32,013 | $3.9M |
| Holocene Advisors, LP | 0.01% | Add +5.7% | 31,667 | $3.8M |
| Quantinno Capital Management LP | 0.04% | Add +65.9% | 31,503 | $3.8M |
| Daiwa Securities Group Inc. | 0.02% | Add +6.4% | 31,119 | $3.8M |
| Pacer Advisors, Inc. | 0.01% | Add +100.0% | 30,822 | $3.7M |
| IFM Investors Pty Ltd | 0.04% | Add +1.1% | 30,459 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -3.7% | 30,126 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +2.1% | 30,038 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 29,989 | $3.6M |
| CoreCap Advisors, LLC | 0.16% | Add +0.5% | 29,905 | $3.6M |
| Eley Financial Management, Inc | 1.41% | Add +4.7% | 29,899 | $3.6M |
| Pallas Capital Advisors LLC | 0.15% | Add +4.3% | 29,534 | $3.6M |
| Cerity Partners LLC | 0.01% | Add +17.8% | 28,895 | $3.5M |
| Waverly Advisors, LLC | 0.05% | New | 29,193 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.3% | 29,512 | $3.5M |
| Morton Community Bank | 0.91% | Add +1.5% | 28,436 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +0.0% | 28,339 | $3.4M |
| Capital Fund Management S.A. | 0.03% | New | 27,883 | $3.4M |
| New York Life Investment Management LLC | 0.03% | Add +0.8% | 27,571 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.4% | 27,391 | $3.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.13% | Add +0.4% | 27,281 | $3.3M |
| Entropy Technologies, LP | 0.33% | Reduce -40.8% | 26,761 | $3.2M |
| Icon Advisers Inc. | 0.72% | Reduce -4.0% | 26,099 | $3.2M |
| Elo Mutual Pension Insurance Co | 0.07% | New | 25,641 | $3.1M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.8% | 25,060 | $3.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +2.5% | 24,056 | $2.9M |
| Avitas Wealth Management LLC | 0.40% | Add +0.6% | 23,972 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -23.0% | 23,617 | $2.9M |
| US Bancorp \de | 0.00% | Add +2.9% | 23,550 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -2.5% | 23,248 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.2% | 23,038 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +12.7% | 22,909 | $2.8M |
| Commerce Bank | 0.02% | Reduce -2.1% | 22,702 | $2.7M |
| BTG Pactual Asset Management US LLC | 0.35% | New | 22,558 | $2.7M |
| Lincoln Capital Corp. | 1.12% | Add +1.5% | 22,501 | $2.7M |
| Summit Global Investments | 0.17% | Reduce -36.6% | 22,436 | $2.7M |
| Gilliland Jeter Wealth Management LLC | 0.91% | No change | 22,425 | $2.7M |
| UniSuper Management Pty Ltd | 0.02% | Add +27.8% | 22,361 | $2.7M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | No change | 22,141 | $2.7M |
| Executive Wealth Management, LLC | 0.21% | Add +0.2% | 21,860 | $2.6M |
| Teza Capital Management LLC | 0.40% | Reduce -52.0% | 21,612 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +6.7% | 21,519 | $2.6M |
| Capital International, Inc. | 0.03% | New | 21,116 | $2.5M |
| Crestline Management, L.P. | 0.08% | New | 20,000 | $2.4M |
| Mizuho Securities USA LLC | 0.04% | Add +46.2% | 19,628 | $2.4M |
| KBC Group NV | 0.01% | Add +20.6% | 19,426 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +7.8% | 19,287 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -6.1% | 19,099 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.6% | 19,065 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +40.1% | 18,802 | $2.3M |
| Nebula Research & Development LLC | 0.26% | Reduce -32.8% | 18,599 | $2.2M |
| STRS Ohio | 0.01% | Add +0.8% | 18,491 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Add +234.4% | 18,316 | $2.2M |
| LMCG Investments, LLC | 0.13% | Reduce -7.1% | 18,108 | $2.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +66.6% | 18,072 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +0.2% | 17,783 | $2.1M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -0.1% | 17,756 | $2.1M |
| 1832 Asset Management L.P. | 0.00% | Add +30.4% | 17,675 | $2.1M |
| Arvest Investments, Inc. | 0.34% | Reduce -6.6% | 17,352 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +57.1% | 17,339 | $2.1M |
| Huntington National Bank | 0.02% | Add +9.3% | 17,284 | $2.1M |
| MUFG Securities EMEA plc | 0.04% | Reduce -0.0% | 16,999 | $2.1M |
| Versor Investments LP | 0.35% | Reduce -31.0% | 16,700 | $2.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -1.3% | 16,695 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +4.4% | 16,410 | $2.0M |
| Cwm, LLC | 0.01% | Add +80.9% | 16,240 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -1.0% | 16,119 | $1.9M |
| Inceptionr LLC | 0.42% | New | 15,653 | $1.9M |
| Larson Financial Group LLC | 0.10% | Add +20.1% | 15,586 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +3.9% | 15,525 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -17.2% | 15,491 | $1.9M |
| Planning Alternatives Ltd. | 0.29% | No change | 15,433 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 15,223 | $1.8M |
| Federated Hermes, Inc. | 0.00% | Add +710.8% | 15,097 | $1.8M |
| HighPoint Advisor Group LLC | 0.10% | Add +2.3% | 14,547 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +4.7% | 14,691 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 14,689 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Add +12.1% | 14,442 | $1.7M |
| Plante Moran Financial Advisors, LLC | 0.14% | Add +2.3% | 14,397 | $1.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +5.6% | 14,271 | $1.7M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.4% | 14,226 | $1.7M |
| Fulton Bank, N.A. | 0.06% | Reduce -7.4% | 13,923 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +18.9% | 13,904 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +4.0% | 13,424 | $1.6M |
| Modern Wealth Management, LLC | 0.06% | Add +0.9% | 13,000 | $1.6M |
| Ascent Group, LLC | 0.12% | Reduce -0.7% | 12,917 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.6% | 12,699 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -2.8% | 12,679 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Add +53.4% | 12,648 | $1.5M |
| Royal London Asset Management Ltd. | 0.00% | Add +457.9% | 12,535 | $1.5M |
| Woodline Partners LP | 0.01% | New | 12,437 | $1.5M |
| Sculati Wealth Management, LLC | 0.59% | No change | 12,329 | $1.5M |
| First American Bank | 0.10% | Reduce -0.7% | 12,219 | $1.5M |
| &partners | 0.02% | Add +95.1% | 12,070 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +2.0% | 12,027 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -58.2% | 11,914 | $1.4M |
| Columbia Asset Management | 0.27% | Reduce -2.3% | 11,854 | $1.4M |
| Miller Howard Investments Inc. | 0.05% | Add +1.3% | 11,821 | $1.4M |
| International Assets Investment Management, LLC | 0.12% | New | 11,564 | $1.4M |
| Procyon Advisors, LLC | 0.09% | Add +5.6% | 11,498 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +2.9% | 11,382 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +4.8% | 11,365 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.3% | 11,359 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -1.7% | 11,206 | $1.4M |
| Paradigm Asset Management Co. LLC | 0.37% | New | 11,200 | $1.4M |
| Profund Advisors LLC | 0.05% | Reduce -10.4% | 11,187 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -1.7% | 11,130 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +15.1% | 10,912 | $1.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -5.1% | 11,100 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -6.5% | 11,038 | $1.3M |
| NEOS Investment Management LLC | 0.03% | Add +29.7% | 10,866 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -33.9% | 10,536 | $1.3M |
| Qsemble Capital Management, LP | 0.17% | New | 10,463 | $1.3M |
| Blair William & Co. | 0.00% | Add +7.9% | 10,295 | $1.2M |
| Bernard Wealth Management Corp. | 0.57% | — | 10,089 | $1.2M |
| Spirit of America Management Corp. | 0.24% | Add +24.2% | 10,000 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +0.5% | 9,903 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -2.0% | 9,896 | $1.2M |
| Norinchukin Bank, The | 0.03% | Add +12.0% | 9,841 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 9,790 | $1.2M |
| Machina Capital S.A.S. | 0.50% | Add +38.7% | 9,766 | $1.2M |
| Dark Forest Capital Management LP | 0.17% | Add +255.8% | 9,567 | $1.2M |
| Retirement Guys Formula LLC | 0.58% | Add +8.7% | 9,560 | $1.2M |
| Cadence Bank | 0.08% | Reduce -2.6% | 9,493 | $1.1M |
| M&T Bank Corp | 0.00% | Add +4.4% | 9,432 | $1.1M |
| Strategic Investment Advisors / MI | 0.12% | Reduce -1.2% | 9,385 | $1.1M |
| Azimuth Capital Investment Management LLC | 0.04% | No change | 9,350 | $1.1M |
| Arbor Trust Wealth Advisors, LLC | 0.53% | Add +304.6% | 9,234 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +5.0% | 9,270 | $1.1M |
| Polymer Capital Management (HK) LTD | 0.20% | New | 9,259 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.4% | 9,246 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | No change | 9,198 | $1.1M |
| Horizon Investments, LLC | 0.03% | Add +2.0% | 9,174 | $1.1M |
| Leo Wealth, LLC | 0.10% | New | 9,138 | $1.1M |
| Choreo, LLC | 0.02% | Add +7.1% | 9,066 | $1.1M |
| UMB Bank, n.a. | 0.02% | Add +1547.6% | 8,963 | $1.1M |
| Great Lakes Retirement, Inc. | 0.14% | Reduce -1.4% | 8,944 | $1.1M |
| Independent Advisor Alliance | 0.01% | Add +6.5% | 8,934 | $1.1M |
| Westpac Banking Corp. | 0.07% | No change | 8,895 | $1.1M |
| Johnson Financial Group, Inc. | 0.05% | New | 8,704 | $1.0M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +20.5% | 8,622 | $1.0M |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.3% | 8,597 | $1.0M |
| Peddock Capital Advisors, LLC | 0.24% | Add +2.0% | 8,462 | $1.0M |
| Leisure Capital Management | 0.40% | Add +3.1% | 8,451 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +1.8% | 8,371 | $1.0M |
| Intrust Bank NA | 0.10% | Add +2.5% | 8,329 | $1.0M |
| Oliver Lagore Vanvalin Investment Group | 0.26% | Add +40.2% | 8,320 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +0.1% | 8,316 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.2% | 8,298 | $1.0M |
| Trivium Point Advisory, LLC | 0.12% | Add +0.0% | 8,149 | $984K |
| Impact Capital Partners LLC | 0.35% | — | 8,075 | $975K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -11.5% | 8,031 | $970K |
| Macquarie Group Ltd. | 0.00% | Add +123.8% | 16,033 | $965K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +18.6% | 7,986 | $964K |
| GAMMA Investing LLC | 0.08% | Add +33.5% | 7,902 | $954K |
| IFP Advisors, Inc | 0.03% | Reduce -67.3% | 7,884 | $952K |
| Sigma Investment Counselors Inc. | 0.06% | Add +0.4% | 7,835 | $946K |
| M1 Capital Management LLC | 0.50% | — | 7,603 | $918K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -55.9% | 7,501 | $906K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 7,441 | $899K |
| Savant Capital, LLC | 0.01% | Add +37.4% | 7,426 | $897K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -12.8% | 7,345 | $887K |
| City Holding Co. | 0.13% | Reduce -0.3% | 7,337 | $886K |
| PGGM Investments | 0.01% | New | 7,315 | $883K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -2.9% | 7,263 | $877K |
| Prosperity Consulting Group, LLC | 0.06% | Add +3.3% | 7,065 | $853K |
| Metis Global Partners, LLC | 0.03% | Add +5.0% | 6,963 | $841K |
| Empirical Finance, LLC | 0.05% | Reduce -1.1% | 6,905 | $834K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -21.0% | 6,883 | $831K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +46.9% | 6,871 | $830K |
| Founders Financial Securities LLC | 0.07% | Reduce -7.5% | 6,842 | $826K |
| Nomura Holdings Inc. | 0.00% | New | 6,821 | $824K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.0% | 6,639 | $802K |
| LMR Partners LLP | 0.02% | New | 6,618 | $799K |
| Probity Advisors, Inc. | 0.15% | Add +3.4% | 6,586 | $795K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 6,576 | $794K |
| Kintra Wealth, LLC | 0.55% | Reduce -12.0% | 6,555 | $791K |
| Ethic Inc. | 0.02% | New | 6,490 | $784K |
| Blueshift Asset Management, LLC | 0.29% | Add +42.4% | 6,471 | $781K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.3% | 6,418 | $775K |
| Jump Financial, LLC | 0.02% | Add +6.1% | 6,396 | $772K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | New | 6,300 | $761K |
| Jones Financial Companies LLLP | 0.00% | Add +72.3% | 6,295 | $760K |
| Allstate Corp. | 0.02% | New | 6,271 | $757K |
| Copperwynd Financial, LLC | 0.21% | Add +2.8% | 6,212 | $750K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -7.2% | 6,078 | $734K |
| United Capital Financial Advisors, LLC | 0.01% | Add +8.6% | 6,045 | $730K |
| TFG Advisers LLC | 0.26% | Reduce -0.5% | 6,008 | $726K |
| Finward Bancorp | 0.63% | — | 6,000 | $725K |
| Sherbrooke Park Advisers LLC | 0.23% | Reduce -28.4% | 5,960 | $720K |
| Cerro Pacific Wealth Advisors LLC | 0.24% | Reduce -4.2% | 5,548 | $712K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.2% | 5,853 | $707K |
| Kingsview Wealth Management, LLC | 0.01% | Add +14.0% | 5,833 | $704K |
| North Star Investment Management Corp. | 0.05% | Add +0.1% | 5,781 | $698K |
| Squarepoint Ops LLC | 0.00% | Add +3.7% | 5,779 | $698K |
| Lakeshore Financial Planning, Inc. | 0.30% | Add +4.1% | 5,752 | $695K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +39.2% | 5,742 | $693K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +39.2% | 5,742 | $693K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -59.9% | 5,738 | $693K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.9% | 5,679 | $686K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 5,666 | $684K |
| Centennial Wealth Advisory LLC | 0.27% | Add +5.2% | 5,615 | $678K |
| Lazard Asset Management LLC | 0.00% | Add +78.8% | 5,547 | $669K |
| EPG Wealth Management LLC | 0.18% | Add +1.3% | 5,534 | $668K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -3.8% | 5,530 | $668K |
| Greenleaf Trust | 0.01% | Add +4.4% | 5,502 | $664K |
| Elevated Capital Advisors, LLC | 0.18% | Reduce -0.9% | 5,471 | $661K |
| Meiji Yasuda Life Insurance Co | 0.01% | Add +38.9% | 5,467 | $660K |
| Tectonic Advisors LLC | 0.04% | Add +4.2% | 5,466 | $660K |
| Parcion Private Wealth LLC | 0.05% | No change | 5,464 | $660K |
| Hilltop National Bank | 0.20% | Reduce -0.5% | 5,395 | $651K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -4.3% | 5,343 | $645K |
| Schechter Investment Advisors, LLC | 0.05% | Add +1.5% | 5,291 | $639K |
| Legacy Private Trust Co. | 0.04% | No change | 5,288 | $639K |
| Ingalls & Snyder LLC | 0.02% | No change | 5,238 | $632K |
| PharVision Advisers, LLC | 0.53% | — | 5,208 | $629K |
| SS&H Financial Advisors, Inc. | 0.23% | Reduce -12.7% | 5,150 | $622K |
| Merit Financial Group, LLC | 0.01% | Add +182.4% | 5,143 | $621K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.9% | 5,119 | $618K |
| Acorn Wealth Advisors, LLC | 0.25% | Reduce -4.5% | 5,089 | $615K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -2.5% | 5,110 | $614K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.9% | 4,944 | $597K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +2.5% | 4,945 | $597K |
| Center for Financial Planning, Inc. | 0.08% | Reduce -7.8% | 4,915 | $594K |
| Jane Street Group, LLC | 0.00% | Reduce -96.1% | 4,901 | $592K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 4,892 | $591K |
| Twin Tree Management, LP | 0.01% | New | 4,854 | $586K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 4,787 | $578K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -36.6% | 4,774 | $576K |
| Venturi Wealth Management, LLC | 0.03% | Add +3.0% | 4,725 | $571K |
| Quantitative Investment Management, LLC | 0.04% | New | 4,694 | $566K |
| William Mack & Associates, Inc. | 0.59% | — | 4,648 | $561K |
| Vinva Investment Management Ltd | 0.02% | Add +156.0% | 4,595 | $554K |
| CW Advisors, LLC | 0.01% | Add +0.1% | 4,534 | $548K |
| FSA Advisors, Inc. | 0.67% | Reduce -53.3% | 4,502 | $547K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.7% | 4,515 | $545K |
| Advance Capital Management, Inc. | 0.02% | Add +26.1% | 4,481 | $541K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -4.2% | 4,474 | $540K |
| Stephens Inc. | 0.01% | Add +26.0% | 4,474 | $540K |
| MAI Capital Management | 0.00% | Add +26.5% | 4,473 | $540K |
| NewEdge Wealth, LLC | 0.01% | Add +29.9% | 4,463 | $539K |
| Keybank National Association | 0.00% | Add +36.9% | 4,434 | $535K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -30.7% | 4,432 | $535K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.3% | 4,420 | $534K |
| Chicago Capital, LLC | 0.01% | Add +5.8% | 4,364 | $527K |
| WNY Asset Management, LLC | 0.07% | No change | 4,358 | $526K |
| Bleakley Financial Group, LLC | 0.02% | Add +2.3% | 4,345 | $525K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.8% | 4,340 | $524K |
| Lido Advisors, LLC | 0.00% | Add +0.4% | 4,291 | $523K |
| Chicago Partners Investment Group LLC | 0.02% | Add +59.4% | 4,314 | $522K |
| Princeton Global Asset Management LLC | 0.10% | No change | 4,305 | $520K |
| Praxis Investment Management Inc. | 0.03% | Reduce -41.7% | 4,300 | $519K |
| Prospera Financial Services Inc | 0.01% | New | 4,274 | $516K |
| SageView Advisory Group, LLC | 0.02% | Add +12.9% | 4,267 | $515K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -34.0% | 4,263 | $515K |
| Hummer Financial Advisory Services Inc | 0.41% | Reduce -4.5% | 4,213 | $514K |
| Capital Asset Advisory Services LLC | 0.03% | Add +14.5% | 4,212 | $512K |
| Jacobi Capital Management LLC | 0.04% | Add +0.7% | 4,230 | $511K |
| MGB Wealth Management, LLC | 0.16% | No change | 4,152 | $501K |
| Capital International Sarl | 0.01% | New | 4,138 | $500K |
| Huber Capital Management LLC | 0.10% | Reduce -32.9% | 4,084 | $493K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.9% | 4,060 | $490K |
| CENTRAL TRUST Co | 0.01% | Add +14.1% | 4,050 | $489K |
| Foguth Wealth Management, LLC. | 0.13% | Add +28.0% | 4,100 | $488K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,035 | $487K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +151.0% | 4,033 | $487K |
| My Legacy Advisors, LLC | 0.19% | Add +8.8% | 4,037 | $487K |
| Wolverine Trading, LLC | 0.01% | New | 3,963 | $478K |
| Glenview Trust Co | 0.01% | Reduce -3.7% | 3,945 | $476K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.5% | 3,871 | $467K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -2.2% | 3,861 | $466K |
| Stonebrook Private Inc. | 0.12% | Add +0.2% | 3,853 | $465K |
| Harbour Investments, Inc. | 0.01% | Add +0.2% | 3,843 | $464K |
| Stephens Consulting, LLC | 0.12% | No change | 3,842 | $464K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.0% | 3,840 | $464K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 3,827 | $462K |
| Secure Asset Management, LLC | 0.07% | Add +3.6% | 3,824 | $462K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.0% | 3,817 | $461K |
| Arbor Wealth Advisors LLC | 0.41% | No change | 3,808 | $460K |
| CBRE Investment Management Listed Real Assets LLC | 0.01% | Reduce -43.5% | 3,803 | $459K |
| Fiduciary Alliance LLC | 0.05% | Reduce -9.4% | 3,754 | $453K |
| Vestcor Inc | 0.01% | Reduce -45.6% | 3,702 | $447K |
| HB Wealth Management, LLC | 0.00% | Add +34.1% | 3,694 | $446K |
| SJS Investment Consulting Inc. | 0.08% | No change | 3,669 | $443K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -8.6% | 3,640 | $440K |
| GEM Asset Management, LLC | 0.24% | Reduce -0.2% | 3,618 | $437K |
| South Dakota Investment Council | 0.01% | New | 3,600 | $435K |
| Assetmark, Inc. | 0.00% | Add +12.1% | 3,535 | $427K |
| Wellington Shields & Co., LLC | 0.13% | No change | 3,500 | $423K |
| Signal Advisors Wealth, LLC | 0.05% | Add +31.6% | 3,405 | $419K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.07% | Add +2.1% | 6,261 | $416K |
| Edgestream Partners, L.P. | 0.02% | Reduce -71.0% | 3,370 | $407K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -0.6% | 3,344 | $404K |
| Caprock Group, LLC | 0.01% | Add +37.8% | 3,303 | $403K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +19.0% | 3,330 | $402K |
| Empowered Funds, LLC | 0.01% | Add +8.8% | 3,295 | $398K |
| Montecito Bank & Trust | 0.07% | Reduce -11.9% | 3,279 | $396K |
| Csenge Advisory Group | 0.02% | Reduce -4.5% | 3,271 | $395K |
| Aviva PLC | 0.00% | No change | 3,271 | $395K |
| Straightline Group LLC | 0.26% | — | 3,238 | $391K |
| Old North State Wealth Management, LLC | 0.22% | Add +17.4% | 3,229 | $391K |
| Ramirez Asset Management, Inc. | 0.08% | No change | 3,235 | $391K |
| Paragon Private Wealth Management, LLC | 0.18% | Add +12.6% | 3,213 | $388K |
| Baker Tilly Wealth Management, LLC | 0.15% | Add +10.0% | 3,204 | $387K |
| Signaturefd, LLC | 0.01% | Add +10.8% | 3,200 | $386K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.7% | 3,172 | $383K |
| Fortis Group Advisors, LLC | 0.07% | No change | 3,119 | $377K |
| Fiduciary Trust Co | 0.00% | No change | 3,094 | $374K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | No change | 3,082 | $372K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | No change | 3,080 | $372K |
| Brown Wealth Management, LLC | 0.13% | Reduce -2.3% | 3,074 | $371K |
| Balanced Wealth Group LLC | 0.17% | Add +0.1% | 3,087 | $370K |
| Mufg Securities Americas Inc. | 0.05% | — | 3,058 | $369K |
| Brookstone Capital Management | 0.01% | Reduce -0.1% | 3,034 | $366K |
| Palisade Asset Management, LLC | 0.04% | No change | 3,000 | $362K |
| Smith Group Asset Management, LLC | 0.03% | New | 3,000 | $362K |
| Neo Ivy Capital Management | 0.07% | Reduce -79.7% | 2,991 | $361K |
| Retirement Income Solutions, Inc. | 0.07% | Add +0.9% | 2,983 | $360K |
| Nemes Rush Group LLC | 0.04% | Add +34.1% | 2,950 | $356K |
| V-Square Quantitative Management LLC | 0.05% | Reduce -8.4% | 2,942 | $355K |
| Aptus Capital Advisors, LLC | 0.00% | Add +10.0% | 2,923 | $355K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 2,903 | $351K |
| Financial Advisors Network, Inc. | 0.06% | — | 2,903 | $350K |
| Confluence Wealth Services, Inc. | 0.02% | Add +5.7% | 2,928 | $350K |
| Pier 88 Investment Partners LLC | 0.43% | No change | 2,894 | $349K |
| Tidal Investments LLC | 0.00% | Add +14.1% | 2,841 | $343K |
| Mgo One Seven LLC | 0.01% | New | 2,798 | $338K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -22.0% | 2,798 | $338K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 2,797 | $338K |
| Vident Advisory, LLC | 0.01% | Add +11.5% | 2,790 | $337K |
| Claris Financial LLC | 0.22% | — | 2,767 | $334K |
| NBT Bank, N.A. | 0.02% | No change | 2,684 | $324K |
| Parallel Advisors, LLC | 0.01% | Add +21.1% | 2,674 | $323K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 2,661 | $321K |
| Walleye Capital LLC | 0.00% | Reduce -84.8% | 2,657 | $321K |
| Tiaa Trust, National Association | 0.00% | Reduce -22.4% | 2,621 | $316K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 2,604 | $314K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.3% | 2,597 | $314K |
| Sage Mountain Advisors LLC | 0.02% | Add +42.6% | 2,570 | $310K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.7% | 2,527 | $308K |
| Smartleaf Asset Management LLC | 0.03% | Add +78.0% | 2,551 | $308K |
| J2 Capital Management Inc | 0.29% | — | 2,528 | $305K |
| World Investment Advisors | 0.01% | Add +20.6% | 2,524 | $305K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +18.9% | 2,515 | $304K |
| Romano Brothers and Company | 0.04% | No change | 2,510 | $303K |
| WealthBridge Capital Management, LLC | 0.08% | No change | 2,505 | $302K |
| Advisory Alpha, LLC | 0.01% | Add +5.8% | 2,475 | $299K |
| Midwest Capital Advisors, LLC | 0.22% | — | 2,467 | $298K |
| Affinity Wealth Management LLC | 0.05% | No change | 2,459 | $297K |
| Trust Point Inc. | 0.02% | Add +0.1% | 2,450 | $296K |
| Blue Trust, Inc. | 0.00% | Reduce -19.6% | 2,446 | $295K |
| Spire Wealth Management | 0.01% | Add +348.4% | 2,435 | $294K |
| Allworth Financial LP | 0.00% | Add +16.0% | 2,438 | $293K |
| Winthrop Capital Management, LLC | 0.08% | New | 2,424 | $292K |
| MeadowBrook Investment Advisors LLC | 0.26% | No change | 2,416 | $292K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,414 | $291K |
| Essex Financial Services, Inc. | 0.02% | Add +1.6% | 2,381 | $287K |
| Redwood Wealth Management Group, LLC | 0.14% | Add +0.4% | 2,357 | $285K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.1% | 2,354 | $284K |
| Diversified Trust Co. | 0.01% | Reduce -5.0% | 2,348 | $284K |
| International Private Wealth Advisors LLC | 0.28% | Add +1.9% | 2,311 | $279K |
| Zacks Investment Management | 0.00% | Add +18.8% | 2,308 | $279K |
| Prossimo Advisors, LLC | 0.20% | Add +0.5% | 2,306 | $278K |
| PBMares Wealth Management LLC | 0.06% | No change | 2,301 | $278K |
| Private Trust Co. NA | 0.03% | Add +8.7% | 2,282 | $276K |
| Discipline Wealth Solutions, LLC | 0.13% | New | 2,246 | $271K |
| Principal Securities, Inc. | 0.01% | Add +25.3% | 2,236 | $270K |
| Farmers Trust Co. | 0.05% | Reduce -4.0% | 2,216 | $268K |
| Oxler Private Wealth LLC | 0.09% | Add +0.8% | 2,209 | $267K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -9.7% | 2,205 | $266K |
| Benjamin Edwards Inc. | 0.00% | Add +1.3% | 2,201 | $266K |
| PEAK6 LLC | 0.01% | — | 2,200 | $266K |
| HBK Sorce Advisory LLC | 0.01% | Add +22.0% | 2,199 | $266K |
| Richard W. Paul & Associates, LLC | 0.10% | No change | 2,197 | $265K |
| Calydon Capital | 0.05% | No change | 2,196 | $265K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -20.3% | 2,195 | $265K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -0.4% | 2,194 | $265K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.9% | 2,117 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.0% | 2,188 | $264K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.0% | 2,174 | $263K |
| SkyOak Wealth, LLC | 0.06% | Add +4.1% | 2,174 | $262K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -19.5% | 2,161 | $261K |
| Jain Global LLC | 0.01% | — | 2,147 | $259K |
| Agp Franklin, LLC | 0.16% | — | 2,145 | $259K |
| Whittier Trust Co. | 0.00% | Reduce -36.0% | 2,145 | $259K |
| WBH Advisory Inc. | 0.02% | New | 2,142 | $259K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.5% | 2,139 | $258K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,133 | $258K |
| Regal Investment Advisors LLC | 0.02% | Add +0.8% | 2,130 | $257K |
| NTV Asset Management LLC | 0.03% | No change | 2,120 | $256K |
| Asset Allocation Strategies LLC | 0.06% | Add +0.6% | 2,057 | $255K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.9% | 2,107 | $254K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 2,105 | $254K |
| AIFG Consultants Ltd. | 0.41% | Add +0.1% | 2,100 | $254K |
| Cigna Investments Inc. | 0.04% | Reduce -2.6% | 2,091 | $253K |
| Evergreen Capital Management LLC | 0.01% | Add +1.0% | 2,075 | $253K |
| Aspen Investment Management Inc | 0.12% | No change | 2,088 | $252K |
| Bessemer Group Inc. | 0.00% | Reduce -7.6% | 2,085 | $252K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -0.2% | 2,062 | $249K |
| Centiva Capital, LP | 0.01% | Reduce -79.1% | 2,056 | $248K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | Reduce -3.9% | 2,027 | $245K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,025 | $245K |
| XML Financial, LLC | 0.02% | No change | 2,000 | $242K |
| Old Mission Investment Co LLC | 0.07% | No change | 1,989 | $240K |
| Smith, Moore & Co. | 0.02% | No change | 1,976 | $239K |
| Danske Bank A/S | 0.00% | No change | 1,975 | $238K |
| Equitable Holdings, Inc. | 0.00% | Add +0.6% | 1,964 | $237K |
| Bar Harbor Wealth Management | 0.02% | Add +6.0% | 1,959 | $237K |
| Dahring | Cusmano LLC | 0.21% | — | 1,957 | $236K |
| Beacon Bank & Trust | 0.06% | Add +4.0% | 1,957 | $236K |
| Quadrant Capital Group LLC | 0.02% | Reduce -5.4% | 1,951 | $236K |
| Hartline Investment Corp./ | 0.03% | No change | 1,948 | $235K |
| Graypoint LLC | 0.01% | Add +4.4% | 1,947 | $235K |
| Callan Family Office, LLC | 0.01% | New | 1,930 | $233K |
| Personal Cfo Solutions, LLC | 0.05% | Add +2.6% | 1,918 | $232K |
| Van Eck Associates Corp. | 0.00% | Reduce -7.1% | 1,916 | $231K |
| Dynasty Wealth Management, LLC | 0.00% | Add +3.4% | 1,910 | $231K |
| Ascentis Independent Advisors | 0.04% | Reduce -4.8% | 1,903 | $230K |
| Insight 2811, Inc. | 0.12% | No change | 1,900 | $229K |
| Fermata Advisors, LLC | 0.04% | Add +0.8% | 1,892 | $228K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.4% | 1,885 | $228K |
| Triton Wealth Management, PLLC | 0.12% | Add +0.8% | 1,859 | $227K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Reduce -5.7% | 1,820 | $222K |
| Pointe Capital Management LLC | 0.13% | No change | 1,829 | $221K |
| Caldwell Trust Co | 0.02% | No change | 1,819 | $220K |
| Quantum Financial Advisors, LLC | 0.03% | Reduce -7.4% | 1,804 | $218K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,800 | $217K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,800 | $217K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 1,783 | $215K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -4.2% | 1,764 | $213K |
| Vise Technologies, Inc. | 0.02% | New | 1,760 | $213K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 1,754 | $212K |
| Veltria Advisors Corp. | 0.09% | No change | 1,752 | $212K |
| GWN Securities Inc. | 0.06% | — | 1,771 | $211K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.2% | 1,730 | $209K |
| Atom Investors LP | 0.03% | Reduce -32.0% | 1,728 | $209K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,711 | $207K |
| Financial Advisory Corp | 0.04% | — | 1,710 | $206K |
| Mather Group, Llc. | 0.00% | Add +4.5% | 1,708 | $206K |
| Trust Co. of Toledo NA | 0.03% | Reduce -2.4% | 1,706 | $206K |
| Alaska Permanent Fund Corp | 0.00% | No change | 1,703 | $206K |
| Old Port Advisors | 0.06% | Reduce -1.5% | 1,683 | $203K |
| Stanley-Laman Group, Ltd. | 0.03% | Reduce -0.2% | 1,682 | $203K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 1,674 | $202K |
| Longboard Asset Management, LP | 0.53% | — | 1,666 | $201K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | — | 1,664 | $201K |
| CI Investments Inc. | 0.00% | Add +18.4% | 1,645 | $199K |
| GeoWealth Management, LLC | 0.01% | Add +62.9% | 1,619 | $195K |
| New Age Alpha Advisors, LLC | 0.01% | Add +1185.6% | 1,607 | $194K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 1,586 | $191K |
| Delta Asset Management LLC | 0.02% | Reduce -1.7% | 1,525 | $184K |
| Steph & Co. | 0.06% | Reduce -6.5% | 1,523 | $184K |
| MCF Advisors LLC | 0.01% | No change | 1,509 | $184K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -19.9% | 1,476 | $178K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +22.0% | 1,469 | $177K |
| Continuum Advisory, LLC | 0.02% | Add +1.1% | 1,443 | $174K |
| Richardson Financial Services Inc. | 0.12% | Reduce -11.6% | 1,445 | $174K |
| Rothschild Investment LLC | 0.01% | Add +4.3% | 1,406 | $170K |
| Eastern Bank | 0.00% | No change | 1,360 | $164K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -0.9% | 1,359 | $164K |
| Financial Perspectives, Inc | 0.05% | Add +0.5% | 1,346 | $163K |
| TD Private Client Wealth LLC | 0.00% | Add +2.1% | 1,284 | $155K |
| Clearstead Advisors, LLC | 0.00% | Reduce -6.4% | 1,267 | $153K |
| Quarry LP | 0.03% | Add +47.8% | 1,230 | $149K |
| Arax Advisory Partners | 0.01% | Add +941.9% | 1,219 | $147K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +8.1% | 1,205 | $146K |
| Sound Income Strategies, LLC | 0.01% | Add +45.2% | 1,188 | $143K |
| Crews Bank & Trust | 0.02% | — | 1,171 | $141K |
| Burkett Financial Services, LLC | 0.06% | No change | 1,136 | $137K |
| S.A. Mason LLC | 0.07% | Add +0.4% | 1,130 | $136K |
| Ostrum Asset Management | 0.01% | Reduce -4.1% | 1,056 | $128K |
| Riverview Trust Co | 0.12% | No change | 1,053 | $127K |
| Tortoise Investment Management, LLC | 0.01% | Add +39.8% | 1,026 | $124K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,000 | $121K |
| Webster Bank, N. A. | 0.01% | No change | 995 | $120K |
| Adirondack Trust Co. | 0.05% | No change | 995 | $120K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 955 | $115K |
| Lindbrook Capital, LLC | 0.01% | Reduce -0.5% | 954 | $115K |
| Pacific Center for Financial Services | 0.03% | No change | 920 | $111K |
| Rowlandmiller & Partners.adv | 0.02% | Reduce -1.6% | 897 | $108K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 854 | $103K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 835 | $101K |
| Concord Wealth Partners | 0.02% | No change | 821 | $99K |
| WASHINGTON TRUST Co | 0.00% | Add +60.0% | 800 | $97K |
| Loomis Sayles & Co. L P | 0.00% | Add +0.6% | 798 | $96K |
| Optiver Holding B.V. | 0.00% | Add +82.1% | 785 | $95K |
| Sentry Investment Management LLC | 0.04% | Reduce -14.0% | 774 | $93K |
| Essex Investment Management Co. LLC | 0.02% | No change | 735 | $89K |
| Catalyst Capital Advisors LLC | 0.00% | New | 726 | $88K |
| Flagship Wealth Advisors, LLC | 0.05% | — | 721 | $87K |
| American National Bank & Trust | 0.01% | Reduce -4.5% | 718 | $87K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -16.7% | 710 | $86K |
| AdvisorNet Financial, Inc | 0.01% | Add +81.5% | 697 | $84K |
| United Community Bank | 0.03% | No change | 677 | $82K |
| Cromwell Holdings LLC | 0.05% | No change | 657 | $80K |
| Colonial Trust Co / SC | 0.01% | Add +1266.7% | 656 | $79K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -90.0% | 655 | $79K |
| Atticus Wealth Management, LLC | 0.02% | No change | 635 | $77K |
| TCTC Holdings, LLC | 0.00% | No change | 604 | $73K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -16.8% | 603 | $73K |
| Brooklyn Investment Group | 0.02% | Reduce -7.0% | 602 | $73K |
| Global Retirement Partners, LLC | 0.00% | Reduce -31.6% | 571 | $69K |
| AllSquare Wealth Management LLC | 0.04% | No change | 552 | $67K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 543 | $66K |
| Penserra Capital Management LLC | 0.00% | Add +2916.7% | 543 | $65K |
| Logan Capital Management Inc. | 0.00% | Add +7.0% | 535 | $65K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 520 | $63K |
| Crewe Advisors LLC | 0.01% | Add +1.0% | 514 | $62K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.8% | 510 | $62K |
| Oakworth Capital, Inc. | 0.00% | Reduce -1.4% | 501 | $60K |
| Toth Financial Advisory Corp. | 0.01% | No change | 489 | $59K |
| Kestra Investment Management, LLC | 0.00% | New | 474 | $57K |
| Robbins Farley | 0.03% | New | 472 | $57K |
| Fairscale Capital, LLC | 0.05% | No change | 467 | $56K |
| Heritage Wealth Advisors | 0.00% | Add +0.9% | 425 | $51K |
| Hexagon Capital Partners LLC | 0.01% | Add +18.6% | 415 | $50K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.9% | 410 | $50K |
| Dakota Community Bank & Trust NA | 0.23% | No change | 400 | $48K |
| Godsey & Gibb, Inc. | 0.00% | No change | 400 | $48K |
| WPG Advisers, LLC | 0.04% | — | 389 | $47K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.09% | Add +9.3% | 376 | $45K |
| Sittner & Nelson, LLC | 0.02% | Add +2.2% | 371 | $45K |
| Sandy Spring Bank | 0.00% | No change | 363 | $44K |
| WFA Asset Management Corp | 0.02% | Add +0.8% | 362 | $44K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 355 | $43K |
| Centennial Bank | 0.02% | No change | 350 | $42K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 333 | $40K |
| Mattson Financial Services, LLC | 0.01% | New | 293 | $38K |
| MV Capital Management, Inc. | 0.00% | Add +3.8% | 302 | $36K |
| TruNorth Capital Management, LLC | 0.01% | No change | 300 | $36K |
| Coastline Trust Co | 0.00% | No change | 300 | $36K |
| HM Payson & Co. | 0.00% | Reduce -20.2% | 300 | $36K |
| Versant Capital Management, Inc | 0.01% | Add +890.0% | 297 | $36K |
| Financial Gravity Companies, Inc. | 0.01% | New | 293 | $35K |
| Manchester Capital Management LLC | 0.00% | Add +1.1% | 286 | $35K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 283 | $34K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 280 | $34K |
| Ridgewood Investments LLC | 0.02% | No change | 276 | $33K |
| Legacy Investment Solutions, LLC | 0.02% | No change | 255 | $31K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 255 | $31K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 250 | $30K |
| City State Bank | 0.01% | No change | 250 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 250 | $30K |
| First Financial Corp. | 0.01% | No change | 235 | $28K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.8% | 235 | $28K |
| Tsfg, LLC | 0.01% | No change | 236 | $28K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 230 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -90.1% | 222 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 221 | $27K |
| CVA Family Office, LLC | 0.00% | Add +50.0% | 219 | $26K |
| Mascoma Wealth Management LLC | 0.01% | No change | 214 | $26K |
| Motco | 0.00% | Reduce -7.4% | 200 | $24K |
| DT Investment Partners, LLC | 0.00% | No change | 199 | $24K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 195 | $24K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 190 | $23K |
| ESL Trust Services, LLC | 0.01% | Reduce -23.3% | 191 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 187 | $23K |
| Centerpoint Advisors, LLC | 0.01% | No change | 180 | $22K |
| Creative Financial Designs Inc. | 0.00% | Reduce -37.3% | 175 | $21K |
| Smithfield Trust Co | 0.00% | No change | 175 | $21K |
| Fortitude Family Office, LLC | 0.01% | Add +7.6% | 170 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 169 | $20K |
| Walleye Trading LLC | 0.00% | New | 168 | $20K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $20K |
| Horizon Bancorp Inc. | 0.01% | Reduce -20.4% | 156 | $19K |
| Synergy Investment Management, LLC | 0.01% | — | 150 | $18K |
| Old Second National Bank of Aurora | 0.00% | Reduce -50.0% | 150 | $18K |
| LRI Investments, LLC | 0.00% | No change | 150 | $18K |
| Covestor Ltd | 0.01% | Reduce -15.5% | 147 | $18K |
| Colonial Trust Advisors | 0.00% | Reduce -27.5% | 145 | $18K |
| Hemington Wealth Management | 0.00% | Add +10.9% | 142 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $17K |
| GW&K Investment Management, LLC | 0.00% | Add +1.5% | 134 | $16K |
| Breakwater Investment Management | 0.01% | No change | 128 | $15K |
| BankPlus Trust Department | 0.00% | — | 120 | $14K |
| Meeder Asset Management Inc. | 0.00% | New | 119 | $14K |
| Golden State Wealth Management, LLC | 0.00% | — | 118 | $14K |
| West Oak Capital, LLC | 0.01% | No change | 115 | $14K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -95.7% | 115 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +14.0% | 114 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 120 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.9% | 108 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 109 | $13K |
| Leonteq Securities AG | 0.00% | Reduce -47.0% | 106 | $13K |
| NFSG Corp | 0.00% | New | 103 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 101 | $12K |
| Hopwood Financial Services, Inc. | 0.01% | — | 100 | $12K |
| Union Savings Bank | 0.01% | No change | 100 | $12K |
| WR Wealth Planners, LLC | 0.00% | No change | 100 | $12K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 100 | $12K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 100 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $12K |
| Trust Co. of Vermont | 0.00% | No change | 100 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 96 | $12K |
| True Wealth Design, LLC | 0.00% | Add +1214.3% | 92 | $11K |
| GF Fund Management Co. LTD. | 0.00% | — | 89 | $11K |
| Raleigh Capital Management Inc. | 0.00% | Add +102.3% | 89 | $11K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -12.5% | 84 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +233.3% | 80 | $10K |
| West Paces Advisors Inc. | 0.00% | No change | 80 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 77 | $9K |
| Luminist Capital LLC | 0.02% | — | 75 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 75 | $9K |
| Bellwether Advisors, LLC | 0.00% | New | 75 | $9K |
| St Germain D J Co. Inc. | 0.00% | Reduce -25.0% | 75 | $9K |
| Whipplewood Advisors, LLC | 0.01% | — | 73 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 70 | $8K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 62 | $7K |
| Grove Bank & Trust | 0.00% | Add +82.3% | 62 | $7K |
| Albion Financial Group | 0.00% | Add +25.5% | 59 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -27.4% | 61 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.0% | 53 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 50 | $6K |
| Investors Research Corp | 0.00% | No change | 50 | $6K |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 50 | $6K |
| Sierra Ocean, LLC | 0.00% | — | 39 | $5K |
| Sachetta, LLC | 0.00% | No change | 39 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -15.6% | 38 | $5K |
| TFC Financial Management, Inc. | 0.00% | No change | 38 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 34 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +3.0% | 34 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 33 | $4K |
| Kozak & Associates, Inc. | 0.00% | New | 31 | $4K |
| Quent Capital, LLC | 0.00% | Add +287.5% | 31 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 27 | $3K |
| Synergy Asset Management, LLC | 0.00% | New | 25 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 26 | $3K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 26 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 25 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $3K |
| Avion Wealth | 0.00% | Add +19.2% | 31 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +7.7% | 28 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +26.3% | 24 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 24 | $3K |
| Avior Wealth Management, LLC | 0.00% | Reduce -98.6% | 22 | $3K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +0.0% | 21 | $3K |
| Aventura Private Wealth, LLC | 0.00% | — | 21 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -35.5% | 20 | $2K |
| WealthTrak Capital Management LLC | 0.00% | — | 18 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Ameriflex Group, Inc. | 0.00% | — | 16 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 16 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 16 | $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 | $1K |
| Transce3nd, LLC | 0.00% | — | 12 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 12 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 12 | $1K |
| Clark Wealth Partners | 0.00% | — | 11 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 11 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 8 | $966 |
| Global Financial Private Client, LLC | 0.00% | Add +60.0% | 8 | $966 |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 8 | $966 |
| Lee Danner & Bass Inc. | 0.00% | New | 8 | $966 |
| NewSquare Capital LLC | 0.00% | New | 7 | $845 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $730 |
| Conquis Financial LLC | 0.00% | — | 6 | $725 |
| HHM Wealth Advisors, LLC | 0.00% | New | 6 | $725 |
| Principia Wealth Advisory, LLC | 0.00% | — | 5 | $604 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 5 | $604 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $603 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 5 | $603 |
| Bokf, NA | 0.00% | Reduce -44.4% | 5 | $595 |
| Nova Wealth Management, Inc. | 0.00% | — | 4 | $483 |
| Winnacle Wealth LLC | 0.00% | — | 4 | $420 |
| FLP Wealth Management, LLC | 0.00% | — | 3 | $362 |
| Key Financial Inc | 0.00% | No change | 3 | $362 |
| Capital A Wealth Management, LLC | 0.00% | — | 2 | $242 |
| AlphaQuest LLC | 0.00% | Reduce -99.9% | 1 | $121 |
| Cape Investment Advisory, Inc. | 0.00% | New | 1 | $121 |
| 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.