DTE Energy CompanyDTE
13F holders, Q1 2025 (March 31)922holders +44
103new positions
59sold out
6famous investors
$138.28avg. 13F price*
At the end of Q1 2025, 922 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 44 from Q4 2024. 103 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($3.4B), Capital Research Global Investors ($2.6B) and BlackRock, Inc. ($2.4B). 6 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- DTE Energy Company
- Sector
- Utilities
- CUSIP
- 233331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $47.8M |
| Exits | 59 | $88.4M |
All 13F filers, Q4 2024 → Q1 2025: 9,484,632 shares bought and 7,169,807 shares sold, net +2,314,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 922 holders
| Vanguard Group Inc. | 0.06% | Reduce -1.4% | 24,922,283 | $3.4B |
| Capital Research Global Investors | 0.56% | Reduce -1.4% | 18,612,465 | $2.6B |
| BlackRock, Inc. | 0.05% | Reduce -0.6% | 17,073,879 | $2.4B |
| State Street Corp. | 0.06% | Add +1.7% | 10,336,178 | $1.4B |
| Capital World Investors | 0.22% | Add +43.0% | 9,757,268 | $1.3B |
| Ameriprise Financial Inc. | 0.19% | Reduce -3.4% | 5,201,140 | $719.7M |
| Geode Capital Management, LLC | 0.06% | Add +3.5% | 5,095,747 | $702.3M |
| Boston Partners | 0.47% | Reduce -2.5% | 2,827,708 | $391.0M |
| Janus Henderson Group PLC | 0.21% | Add +1.2% | 2,764,721 | $377.6M |
| Invesco Ltd. | 0.06% | Reduce -4.3% | 2,355,377 | $325.7M |
| Morgan Stanley | 0.02% | Add +2.8% | 2,278,202 | $315.0M |
| Clearbridge Investments, LLC | 0.24% | Add +1.6% | 1,960,860 | $271.1M |
| Northern Trust Corp. | 0.04% | Add +0.5% | 1,836,832 | $254.0M |
| Millennium Management | 0.25% | Add +94.9% | 1,793,268 | $248.0M |
| Bank of America Corp. | 0.02% | Add +4.3% | 1,618,328 | $223.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +65.3% | 1,612,925 | $223.0M |
| Pictet Asset Management Holding SA | 0.24% | Reduce -10.9% | 1,554,196 | $214.9M |
| Franklin Resources Inc. | 0.06% | Reduce -22.7% | 1,499,786 | $207.4M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -14.3% | 1,416,625 | $195.9M |
| JPMorgan Chase & Co. | 0.01% | Add +57.4% | 1,405,516 | $194.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -3.5% | 1,335,179 | $184.6M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -12.6% | 1,332,392 | $184.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.7% | 1,316,107 | $182.0M |
| Legal & General Group Plc | 0.05% | Add +3.3% | 1,301,730 | $180.0M |
| Soroban Capital Partners LP | 2.34% | Add +22.4% | 1,197,088 | $165.5M |
| Royal Bank of Canada | 0.04% | Add +1.2% | 1,173,220 | $162.2M |
| UBS Group AG | 0.03% | Reduce -3.6% | 1,059,961 | $146.6M |
| Neuberger Berman Group LLC | 0.12% | Reduce -14.0% | 1,000,591 | $138.3M |
| Panagora Asset Management Inc. | 0.69% | Reduce -2.9% | 998,559 | $138.1M |
| HITE Hedge Asset Management LLC | 8.48% | Add +2.3% | 987,056 | $136.5M |
| California Public Employees Retirement System | 0.09% | Reduce -2.7% | 959,264 | $132.6M |
| AQR Capital Management | 0.13% | Reduce -3.4% | 931,833 | $128.7M |
| First Trust Advisors LP | 0.10% | Add +54.9% | 821,094 | $113.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +2.0% | 792,339 | $109.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.5% | 763,752 | $105.6M |
| Duff & Phelps Investment Management Co. | 1.18% | Reduce -8.7% | 727,542 | $100.6M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +44.7% | 721,209 | $99.7M |
| Energy Income Partners, LLC | 1.90% | Add +4.0% | 718,161 | $99.3M |
| ClearBridge Investments Ltd | 2.47% | Add +15.0% | 688,366 | $95.2M |
| Reaves W H & Co. Inc. | 2.11% | Reduce -31.9% | 599,845 | $82.9M |
| Barclays PLC | 0.04% | Reduce -9.1% | 584,259 | $80.8M |
| Swiss National Bank | 0.06% | Reduce -0.1% | 584,100 | $80.8M |
| Jennison Associates LLC | 0.05% | Reduce -1.3% | 544,053 | $75.2M |
| Prudential Financial Inc. | 0.10% | Reduce -33.6% | 530,575 | $73.4M |
| Deutsche Bank AG | 0.03% | Add +16.9% | 529,898 | $73.3M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +421.5% | 529,035 | $73.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +3.5% | 515,469 | $71.3M |
| BNP Paribas Financial Markets | 0.05% | Add +33.3% | 510,321 | $70.6M |
| Nuveen, LLC | 0.02% | — | 486,836 | $67.3M |
| FMR LLC | 0.00% | Add +11.3% | 486,305 | $67.2M |
| Verition Fund Management LLC | 0.40% | Add +58.9% | 485,867 | $67.2M |
| Victory Capital Management Inc. | 0.05% | Reduce -2.7% | 380,039 | $52.5M |
| Rhumbline Advisers | 0.05% | Add +11.9% | 376,235 | $52.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +14.5% | 375,553 | $51.9M |
| Qube Research & Technologies Ltd | 0.08% | Reduce -43.8% | 373,814 | $51.7M |
| Raymond James Financial Inc. | 0.02% | Add +3.0% | 367,201 | $50.8M |
| Vaughan David Investments LLC | 1.14% | Add +1.7% | 353,240 | $48.8M |
| HSBC Holdings PLC | 0.03% | Reduce -2.9% | 351,491 | $48.5M |
| NewEdge Advisors, LLC | 0.28% | Add +3.5% | 336,467 | $46.5M |
| SG Americas Securities, LLC | 0.16% | Add +91.7% | 327,067 | $45.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +3.1% | 315,992 | $43.7M |
| Aventail Capital Group, LP | 2.11% | Reduce -24.4% | 309,037 | $42.7M |
| Citigroup Inc. | 0.03% | Add +35.8% | 296,398 | $41.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.4% | 294,439 | $40.7M |
| Voya Investment Management LLC | 0.05% | Reduce -13.6% | 293,664 | $40.6M |
| Bank of Montreal | 0.02% | Reduce -5.8% | 290,566 | $40.2M |
| Amundi | 0.01% | Reduce -12.6% | 287,309 | $40.1M |
| Wells Fargo & Company | 0.01% | Add +18.9% | 285,186 | $39.4M |
| Teacher Retirement System of Texas | 0.16% | Reduce -44.2% | 277,908 | $38.4M |
| Principal Financial Group Inc. | 0.02% | Add +2.9% | 261,103 | $36.1M |
| National Pension Service | 0.03% | Add +1.7% | 254,403 | $35.2M |
| California State Teachers Retirement System | 0.04% | Add +0.7% | 247,885 | $34.3M |
| Glenmede Trust Co. NA | 0.17% | Reduce -10.2% | 232,988 | $32.2M |
| D. E. Shaw & Co. | 0.04% | Add +143.9% | 223,589 | $30.9M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -44.1% | 211,754 | $29.3M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +1066.0% | 210,728 | $29.1M |
| TD Asset Management Inc | 0.03% | Add +1.0% | 208,615 | $28.8M |
| National Bank of Canada | 0.03% | Add +60.7% | 207,922 | $28.7M |
| Nordea Investment Management AB | 0.03% | Reduce -10.4% | 198,232 | $27.4M |
| Yaupon Capital Management LP | 1.94% | Add +78.9% | 191,200 | $26.4M |
| LPL Financial LLC | 0.01% | Reduce -2.1% | 185,654 | $25.7M |
| Focus Partners Wealth | 0.06% | Add +3.5% | 181,905 | $25.2M |
| New York State Teachers Retirement System | 0.06% | Reduce -11.1% | 179,279 | $24.8M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 169,778 | $23.5M |
| Korea Investment CORP | 0.06% | Add +2.1% | 165,127 | $22.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.6% | 162,753 | $22.5M |
| Martingale Asset Management L P | 0.56% | Reduce -4.3% | 159,942 | $22.1M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -2.7% | 147,487 | $20.3M |
| Magellan Asset Management Ltd | 0.24% | Reduce -3.8% | 141,720 | $19.6M |
| Ensign Peak Advisors, Inc | 0.04% | Add +6.0% | 138,852 | $19.2M |
| Mediolanum International Funds Ltd | 0.25% | Reduce -22.3% | 134,559 | $18.4M |
| State of Wisconsin Investment Board | 0.05% | Add +6.0% | 131,448 | $18.2M |
| New York State Common Retirement Fund | 0.03% | Add +14.7% | 128,615 | $17.8M |
| Tortoise Capital Advisors, L.L.C. | 0.21% | Reduce -25.2% | 127,666 | $17.7M |
| American Century Companies Inc. | 0.01% | Reduce -6.4% | 127,063 | $17.6M |
| Blue Chip Partners, LLC | 1.51% | Add +1.2% | 126,846 | $17.5M |
| Deprince Race & Zollo Inc. | 0.35% | Reduce -38.6% | 123,141 | $17.0M |
| Natixis Advisors, LLC | 0.03% | Add +21.2% | 122,933 | $17.0M |
| AE Wealth Management LLC | 0.14% | Add +15.7% | 118,274 | $16.4M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -87.2% | 117,758 | $16.3M |
| Capitolis Liquid Global Markets LLC | 0.14% | No change | 117,000 | $16.2M |
| Stack Financial Management, Inc | 1.29% | Reduce -2.0% | 112,343 | $15.5M |
| Asset Management One Co., Ltd. | 0.05% | Add +4.7% | 111,022 | $15.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +10.6% | 110,694 | $15.3M |
| Howe & Rusling Inc. | 1.28% | Reduce -0.1% | 109,812 | $15.2M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Add +0.0% | 108,780 | $15.0M |
| Westwood Holdings Group Inc. | 0.11% | Reduce -4.4% | 105,650 | $14.6M |
| HRT Financial LP | 0.09% | Add +180.7% | 104,273 | $14.4M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.2% | 103,883 | $14.4M |
| APG Asset Management N.V. | 0.04% | Reduce -0.7% | 112,200 | $14.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -2.5% | 96,172 | $13.3M |
| HighTower Advisors, LLC | 0.02% | Add +14.9% | 96,120 | $13.3M |
| Leeward Investments, LLC - MA | 0.70% | Reduce -3.8% | 94,770 | $13.1M |
| Bank of Nova Scotia | 0.03% | Add +26.8% | 94,631 | $13.1M |
| Treasurer of the State of North Carolina | 0.05% | Add +4.1% | 94,605 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 94,563 | $13.1M |
| SummitTX Capital, L.P. | 0.56% | — | 92,385 | $12.8M |
| Applied Finance Capital Management, LLC | 0.93% | Reduce -47.4% | 91,596 | $12.7M |
| Aberdeen Group plc | 0.02% | Add +2.3% | 88,986 | $12.2M |
| State of Tennessee, Department of Treasury | 0.05% | Add +27.3% | 87,832 | $12.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +32.5% | 84,873 | $11.7M |
| Pinebridge Investments, L.P. | 0.09% | Reduce -63.2% | 80,618 | $11.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +0.2% | 79,904 | $11.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.1% | 78,637 | $10.9M |
| Xponance LLC | 0.11% | Add +37.3% | 78,581 | $10.9M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Reduce -7.2% | 74,647 | $10.3M |
| RWC Asset Management LLP | 0.65% | Reduce -0.1% | 74,163 | $10.3M |
| Toronto Dominion Bank | 0.03% | Reduce -35.6% | 74,020 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Add +9.7% | 72,972 | $10.1M |
| Creative Planning | 0.01% | Add +0.5% | 70,878 | $9.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +1.9% | 69,483 | $9.6M |
| Quantinno Capital Management LP | 0.06% | Add +117.3% | 68,466 | $9.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +6.1% | 66,576 | $9.2M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +6.3% | 66,618 | $9.2M |
| Comerica Bank | 0.04% | Reduce -4.4% | 65,439 | $9.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -16.0% | 63,665 | $8.8M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -6.9% | 63,029 | $8.7M |
| Arizona State Retirement System | 0.05% | Reduce -0.4% | 59,891 | $8.3M |
| Beach Investment Counsel Inc. | 1.21% | Reduce -3.1% | 59,650 | $8.2M |
| Cyndeo Wealth Partners, LLC | 0.54% | Add +8.2% | 59,452 | $8.2M |
| Credit Agricole S A | 0.03% | Add +7.8% | 59,280 | $8.2M |
| Allianz Asset Management GmbH | 0.01% | Add +222.1% | 58,995 | $8.2M |
| Illinois Municipal Retirement Fund | 0.12% | Add +15.8% | 57,417 | $7.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 57,283 | $7.9M |
| Trexquant Investment LP | 0.09% | Reduce -28.9% | 56,736 | $7.8M |
| Forsta Ap-Fonden | 0.06% | Reduce -7.7% | 56,300 | $7.8M |
| State of Michigan Retirement System | 0.04% | No change | 56,177 | $7.8M |
| Sigma Planning Corp | 0.25% | Add +1.8% | 55,992 | $7.7M |
| Public Sector Pension Investment Board | 0.03% | Reduce -35.3% | 55,446 | $7.7M |
| Nisa Investment Advisors, LLC | 0.04% | Add +3.6% | 54,948 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +13.5% | 55,321 | $7.6M |
| CIBC Private Wealth Group LLC | 0.02% | Add +1.9% | 59,517 | $7.6M |
| Capital International, Inc. | 0.09% | Add +155.5% | 53,943 | $7.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 53,814 | $7.4M |
| Gotham Asset Management | 0.06% | Add +29.0% | 52,832 | $7.3M |
| Arvest Bank Trust Division | 0.45% | Reduce -34.6% | 51,778 | $7.2M |
| Hennessy Advisors Inc. | 0.23% | Reduce -4.7% | 50,804 | $7.0M |
| Sei Investments Co. | 0.01% | Add +21.5% | 50,680 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -15.4% | 50,649 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.0% | 48,876 | $6.8M |
| Schroder Investment Management Group | 0.01% | Add +41.5% | 49,434 | $6.8M |
| Swiss Life Asset Management Ltd | 0.05% | Reduce -9.2% | 48,716 | $6.7M |
| Strategic Advisors LLC | 1.30% | No change | 48,695 | $6.7M |
| Corebridge Financial, Inc. | 0.04% | Reduce -2.9% | 47,613 | $6.6M |
| Czech National Bank | 0.06% | Add +6.0% | 47,600 | $6.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +7.6% | 47,394 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +51.4% | 45,481 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.7% | 44,535 | $6.2M |
| Capital Fund Management S.A. | 0.08% | Add +57.4% | 43,896 | $6.1M |
| ProShare Advisors LLC | 0.01% | Reduce -1.4% | 43,788 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -40.6% | 43,059 | $6.0M |
| Hantz Financial Services, Inc. | 0.10% | Add +0.1% | 42,590 | $5.9M |
| Federated Hermes, Inc. | 0.01% | Add +179.9% | 42,257 | $5.8M |
| Banco Santander, S.A. | 0.06% | Add +3.0% | 41,272 | $5.7M |
| Amalgamated Bank | 0.05% | Add +0.8% | 40,220 | $5.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.1% | 39,614 | $5.5M |
| Ieq Capital, LLC | 0.04% | Add +3.3% | 38,945 | $5.4M |
| Mariner, LLC | 0.01% | Reduce -20.7% | 38,252 | $5.3M |
| Dark Forest Capital Management LP | 0.24% | Add +288.7% | 37,184 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.1% | 36,905 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +26.4% | 36,529 | $5.1M |
| CIBC Asset Management Inc | 0.02% | Reduce -0.8% | 35,760 | $4.9M |
| Gabelli Funds LLC | 0.04% | No change | 35,000 | $4.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.3% | 35,498 | $4.8M |
| QRG Capital Management, Inc. | 0.05% | Add +9.0% | 34,897 | $4.8M |
| Utah Retirement Systems | 0.05% | No change | 34,159 | $4.7M |
| Sit Investment Associates Inc. | 0.11% | Reduce -17.2% | 33,845 | $4.7M |
| Pallas Capital Advisors LLC | 0.19% | Add +14.4% | 33,782 | $4.7M |
| Yousif Capital Management, LLC | 0.05% | Reduce -1.3% | 33,716 | $4.7M |
| Daiwa Securities Group Inc. | 0.02% | Add +6.8% | 33,238 | $4.6M |
| Guggenheim Capital LLC | 0.04% | Reduce -39.2% | 32,715 | $4.5M |
| Man Group plc | 0.01% | New | 32,650 | $4.5M |
| USS Investment Management Ltd | 0.03% | Reduce -34.3% | 32,394 | $4.5M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +250.1% | 32,199 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 31,968 | $4.4M |
| Waverly Advisors, LLC | 0.05% | Add +6.1% | 30,965 | $4.3M |
| Ontario Teachers Pension Plan Board | 0.07% | Add +309.9% | 30,749 | $4.3M |
| Patton Albertson Miller Group, LLC | 0.63% | Reduce -34.9% | 30,554 | $4.2M |
| IFM Investors Pty Ltd | 0.05% | No change | 30,459 | $4.2M |
| Eley Financial Management, Inc | 1.67% | Add +0.9% | 30,161 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 29,989 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +3.8% | 29,417 | $4.1M |
| Jane Street Group, LLC | 0.01% | Add +492.4% | 29,034 | $4.0M |
| CoreCap Advisors, LLC | 0.18% | Reduce -3.3% | 28,912 | $4.0M |
| Renaissance Technologies | 0.01% | New | 28,900 | $4.0M |
| Lido Advisors, LLC | 0.02% | Add +567.8% | 28,653 | $4.0M |
| Morton Community Bank | 1.03% | Reduce -0.3% | 28,366 | $3.9M |
| New York Life Investment Management LLC | 0.04% | Add +0.1% | 27,584 | $3.8M |
| Icon Advisers Inc. | 0.89% | Add +4.4% | 27,259 | $3.8M |
| Engineers Gate Manager LP | 0.06% | Reduce -18.5% | 27,207 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.1% | 27,085 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -40.9% | 26,730 | $3.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.15% | Reduce -3.2% | 26,415 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -13.5% | 25,529 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.3% | 25,390 | $3.5M |
| Cibc World Markets Corp. | 0.03% | Reduce -23.6% | 24,991 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Add +2.8% | 24,277 | $3.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +0.4% | 24,145 | $3.3M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -20.0% | 24,095 | $3.3M |
| Royal London Asset Management Ltd. | 0.01% | Add +88.9% | 23,673 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +9.2% | 23,496 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -0.6% | 23,416 | $3.2M |
| Mackenzie Financial Corp. | 0.00% | Add +21.6% | 23,185 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -75.0% | 22,922 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -0.0% | 22,903 | $3.2M |
| Commerce Bank | 0.02% | Reduce -0.6% | 22,559 | $3.1M |
| Gilliland Jeter Wealth Management LLC | 1.10% | No change | 22,425 | $3.1M |
| Cwm, LLC | 0.01% | Add +36.8% | 22,212 | $3.1M |
| Summit Global Investments | 0.22% | Reduce -2.9% | 21,782 | $3.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.3% | 22,052 | $3.0M |
| Lincoln Capital Corp. | 1.25% | Reduce -3.5% | 21,717 | $3.0M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -3.9% | 21,496 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -67.5% | 21,436 | $3.0M |
| Marex Group Ltd | 0.06% | New | 21,200 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.2% | 21,146 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +8.2% | 20,868 | $2.9M |
| Huntington National Bank | 0.03% | Add +19.8% | 20,713 | $2.9M |
| Pacer Advisors, Inc. | 0.01% | Reduce -32.9% | 20,696 | $2.9M |
| Daiichi Life Insurance Co., Ltd. | 0.08% | Reduce -7.6% | 20,457 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +14.7% | 20,388 | $2.8M |
| Polymer Capital Management (US) LLC | 0.85% | Reduce -81.5% | 20,347 | $2.8M |
| Macquarie Group Ltd. | 0.00% | Add +26.9% | 20,342 | $2.8M |
| Inspire Advisors, LLC | 0.32% | New | 19,895 | $2.8M |
| KBC Group NV | 0.01% | No change | 19,426 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +11.4% | 19,314 | $2.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 19,099 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | New | 18,716 | $2.6M |
| Rakuten Investment Management, Inc. | 0.01% | — | 18,938 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.8% | 18,650 | $2.6M |
| DRW Securities, LLC | 0.21% | Reduce -75.2% | 18,217 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.1% | 17,766 | $2.5M |
| LMCG Investments, LLC | 0.16% | Reduce -1.9% | 17,762 | $2.5M |
| Woodline Partners LP | 0.02% | Add +40.8% | 17,509 | $2.4M |
| IFP Advisors, Inc | 0.07% | Add +116.2% | 17,046 | $2.4M |
| Larson Financial Group LLC | 0.11% | Add +8.7% | 16,945 | $2.3M |
| Mizuho Securities USA LLC | 0.05% | Reduce -15.5% | 16,594 | $2.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +12.7% | 16,078 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -3.9% | 16,050 | $2.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -80.4% | 16,000 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +5.1% | 16,000 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +3.0% | 15,959 | $2.2M |
| Planning Alternatives Ltd. | 0.33% | Add +1.0% | 15,581 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +15.7% | 15,537 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 15,517 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Reduce -41.4% | 15,030 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -8.5% | 15,010 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +1.0% | 14,842 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.8% | 14,705 | $2.0M |
| Hancock Whitney Corp. | 0.07% | Add +1.7% | 14,686 | $2.0M |
| HighPoint Advisor Group LLC | 0.12% | Add +1.2% | 14,728 | $2.0M |
| Arvest Investments, Inc. | 0.31% | Reduce -18.4% | 14,163 | $2.0M |
| Kentucky Retirement Systems | 0.06% | Reduce -0.8% | 14,113 | $2.0M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -92.7% | 14,112 | $2.0M |
| STRS Ohio | 0.01% | Reduce -25.1% | 13,851 | $1.9M |
| Great Lakes Advisors, LLC | 0.02% | New | 13,811 | $1.9M |
| LMR Partners LLP | 0.05% | Add +105.8% | 13,619 | $1.9M |
| Ascent Group, LLC | 0.08% | Add +5.1% | 13,574 | $1.9M |
| 1832 Asset Management L.P. | 0.00% | Reduce -23.8% | 13,466 | $1.9M |
| NEOS Investment Management LLC | 0.04% | Add +23.1% | 13,372 | $1.8M |
| Fulton Bank, N.A. | 0.07% | Reduce -5.9% | 13,101 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +3.0% | 13,078 | $1.8M |
| PGGM Investments | 0.02% | Add +78.6% | 13,063 | $1.8M |
| Miller Howard Investments Inc. | 0.06% | Add +8.9% | 12,871 | $1.8M |
| Modern Wealth Management, LLC | 0.06% | Reduce -1.2% | 12,848 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +6.5% | 12,687 | $1.8M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.0% | 12,549 | $1.7M |
| Plante Moran Financial Advisors, LLC | 0.15% | Reduce -12.9% | 12,532 | $1.7M |
| Voleon Capital Management LP | 0.13% | New | 12,447 | $1.7M |
| First American Bank | 0.13% | Add +0.7% | 12,304 | $1.7M |
| Procyon Advisors, LLC | 0.10% | Add +4.4% | 12,000 | $1.7M |
| Sculati Wealth Management, LLC | 0.67% | Reduce -2.8% | 11,984 | $1.7M |
| Sterling Capital Management LLC | 0.03% | Reduce -5.6% | 11,939 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -26.4% | 11,871 | $1.6M |
| FSA Advisors, Inc. | 1.27% | Add +157.5% | 11,594 | $1.6M |
| Columbia Asset Management | 0.33% | Reduce -2.4% | 11,575 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.6% | 11,540 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +8.3% | 11,407 | $1.6M |
| Norinchukin Bank, The | 0.03% | Add +16.3% | 11,440 | $1.6M |
| &partners | 0.02% | Reduce -4.8% | 11,485 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -0.9% | 11,282 | $1.6M |
| Paradigm Asset Management Co. LLC | 0.41% | No change | 11,200 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 11,100 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | New | 10,963 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -9.1% | 10,932 | $1.5M |
| Securian Asset Management, Inc. | 0.05% | Reduce -1.8% | 10,930 | $1.5M |
| Johnson Financial Group, Inc. | 0.07% | Add +20.0% | 10,443 | $1.5M |
| Spirit of America Management Corp. | 0.29% | Add +4.0% | 10,400 | $1.4M |
| Retirement Guys Formula LLC | 0.71% | Add +7.6% | 10,283 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -0.9% | 10,197 | $1.4M |
| Bernard Wealth Management Corp. | 0.69% | Add +1.0% | 10,190 | $1.4M |
| Townsquare Capital LLC | 0.01% | Add +8.4% | 10,048 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +0.3% | 9,928 | $1.4M |
| Empowered Funds, LLC | 0.02% | Add +200.7% | 9,909 | $1.4M |
| Horizon Investments, LLC | 0.04% | Add +7.9% | 9,900 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +57.7% | 9,925 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 9,790 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -2.0% | 9,696 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.5% | 9,663 | $1.3M |
| Impact Partnership Wealth, LLC | 0.28% | New | 9,449 | $1.3M |
| Leo Wealth, LLC | 0.19% | Add +2.5% | 9,366 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +12.2% | 9,307 | $1.3M |
| Cadence Bank | 0.09% | Reduce -2.5% | 9,253 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -0.4% | 9,208 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -19.7% | 9,126 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -0.3% | 9,040 | $1.3M |
| Tounjian Advisory Partners, LLC | 0.23% | — | 9,056 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +0.9% | 9,041 | $1.3M |
| Stephens Consulting, LLC | 0.31% | Add +135.2% | 9,036 | $1.2M |
| Westpac Banking Corp. | 0.09% | No change | 8,895 | $1.2M |
| Independent Advisor Alliance | 0.04% | Reduce -0.8% | 8,861 | $1.2M |
| Strategic Investment Advisors / MI | 0.13% | Reduce -6.2% | 8,803 | $1.2M |
| Intrust Bank NA | 0.12% | Add +4.1% | 8,667 | $1.2M |
| Azimuth Capital Investment Management LLC | 0.05% | Reduce -8.2% | 8,585 | $1.2M |
| GAMMA Investing LLC | 0.09% | Add +8.3% | 8,560 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +333.1% | 8,449 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -2.1% | 8,418 | $1.2M |
| Peddock Capital Advisors, LLC | 0.29% | Reduce -1.1% | 8,368 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -0.8% | 8,306 | $1.1M |
| Versor Investments LP | 0.19% | Reduce -50.3% | 8,293 | $1.1M |
| Metis Global Partners, LLC | 0.03% | Add +18.7% | 8,263 | $1.1M |
| PFG Investments, LLC | 0.07% | Reduce -1.0% | 8,234 | $1.1M |
| Profund Advisors LLC | 0.05% | Reduce -27.0% | 8,162 | $1.1M |
| Vestcor Inc | 0.04% | Add +119.6% | 8,130 | $1.1M |
| International Assets Investment Management, LLC | 0.10% | Reduce -29.9% | 8,109 | $1.1M |
| Impact Capital Partners LLC | 0.41% | Add +0.3% | 8,099 | $1.1M |
| City Holding Co. | 0.16% | Add +9.9% | 8,064 | $1.1M |
| Ethic Inc. | 0.02% | Add +23.6% | 8,020 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.2% | 7,892 | $1.1M |
| Trivium Point Advisory, LLC | 0.14% | Reduce -3.2% | 7,886 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Add +0.6% | 7,878 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +3.5% | 7,705 | $1.1M |
| M1 Capital Management LLC | 0.66% | Add +0.2% | 7,621 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -20.2% | 7,523 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +52.7% | 7,472 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +93.0% | 7,471 | $1.0M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.2% | 7,394 | $1.0M |
| Savant Capital, LLC | 0.01% | Reduce -0.5% | 7,390 | $1.0M |
| Founders Financial Securities LLC | 0.09% | Add +9.9% | 7,518 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.06% | New | 7,287 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +5.3% | 7,251 | $1.0M |
| Empirical Finance, LLC | 0.06% | Add +3.3% | 7,133 | $986K |
| Sherbrooke Park Advisers LLC | 0.45% | Add +18.3% | 7,049 | $975K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +21.5% | 6,972 | $964K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -1.8% | 6,935 | $959K |
| Capital Investment Advisors, LLC | 0.02% | Add +7.1% | 6,875 | $951K |
| Inceptionr LLC | 0.28% | Reduce -56.1% | 6,869 | $950K |
| Capital International Sarl | 0.02% | Add +63.2% | 6,755 | $934K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 6,721 | $929K |
| Entropy Technologies, LP | 0.09% | Reduce -75.1% | 6,672 | $923K |
| Probity Advisors, Inc. | 0.18% | Add +0.9% | 6,644 | $919K |
| Merit Financial Group, LLC | 0.01% | Add +28.9% | 6,629 | $917K |
| Copperwynd Financial, LLC | 0.25% | Add +6.4% | 6,608 | $914K |
| Banque Cantonale Vaudoise | 0.04% | — | 6,594 | $912K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 6,592 | $911K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.7% | 6,548 | $905K |
| Nomura Holdings Inc. | 0.00% | Reduce -4.2% | 6,536 | $904K |
| Penserra Capital Management LLC | 0.02% | Add +1099.5% | 6,513 | $900K |
| Centennial Wealth Advisory LLC | 0.33% | Add +15.9% | 6,508 | $900K |
| Wolverine Trading, LLC | 0.03% | Add +66.3% | 6,589 | $900K |
| CI Investments Inc. | 0.00% | Add +295.3% | 6,502 | $899K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -11.7% | 6,486 | $897K |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.7% | 6,388 | $883K |
| Scientech Research LLC | 0.23% | New | 6,352 | $878K |
| Greenleaf Trust | 0.01% | Add +12.5% | 6,192 | $856K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -23.2% | 6,171 | $853K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +69.2% | 6,158 | $851K |
| Jain Global LLC | 0.02% | Add +186.3% | 6,146 | $850K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.6% | 6,120 | $846K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +6.6% | 6,120 | $846K |
| GTS Securities LLC | 0.04% | New | 6,110 | $845K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -16.4% | 6,075 | $840K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -4.0% | 6,011 | $831K |
| Finward Bancorp | 0.72% | No change | 6,000 | $830K |
| Altfest L J & Co. Inc. | 0.10% | Add +25.6% | 5,994 | $829K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +5.6% | 5,982 | $827K |
| Squarepoint Ops LLC | 0.00% | Add +3.5% | 5,979 | $827K |
| TFG Advisers LLC | 0.30% | Reduce -1.9% | 5,892 | $815K |
| Investment Management Corp of Ontario | 0.02% | New | 5,842 | $808K |
| Parcion Private Wealth LLC | 0.07% | Add +6.9% | 5,840 | $807K |
| North Star Investment Management Corp. | 0.06% | Add +0.0% | 5,783 | $800K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.3% | 5,757 | $796K |
| Lakeshore Financial Planning, Inc. | 0.33% | Reduce -0.2% | 5,741 | $794K |
| Kintra Wealth, LLC | 0.53% | Reduce -12.7% | 5,726 | $792K |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0.03% | Reduce -9.5% | 5,700 | $788K |
| Meiji Yasuda Life Insurance Co | 0.02% | Add +3.6% | 5,662 | $783K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.5% | 5,652 | $782K |
| Foundations Investment Advisors, LLC | 0.01% | Add +117.3% | 5,644 | $780K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -7.3% | 5,635 | $779K |
| Elevated Capital Advisors, LLC | 0.22% | Add +2.9% | 5,628 | $778K |
| Tectonic Advisors LLC | 0.05% | Add +2.4% | 5,599 | $774K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.1% | 5,593 | $773K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.0% | 5,559 | $769K |
| Nemes Rush Group LLC | 0.10% | Add +86.7% | 5,508 | $762K |
| Rehmann Capital Advisory Group | 0.05% | Add +24.1% | 5,487 | $759K |
| Meeder Advisory Services, Inc. | 0.04% | Add +0.0% | 5,345 | $739K |
| Schechter Investment Advisors, LLC | 0.06% | Add +0.3% | 5,309 | $734K |
| Legacy Private Trust Co. | 0.05% | No change | 5,288 | $731K |
| Ingalls & Snyder LLC | 0.02% | No change | 5,238 | $724K |
| GMO | 0.00% | New | 5,204 | $720K |
| Acorn Wealth Advisors, LLC | 0.29% | Add +0.6% | 5,120 | $708K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.3% | 5,101 | $705K |
| SS&H Financial Advisors, Inc. | 0.26% | Reduce -1.0% | 5,100 | $705K |
| Vident Advisory, LLC | 0.01% | Add +82.7% | 5,097 | $705K |
| United Services Automobile Association | 0.02% | New | 5,142 | $702K |
| CW Advisors, LLC | 0.01% | Add +11.4% | 5,049 | $698K |
| Jump Financial, LLC | 0.01% | Reduce -22.1% | 4,981 | $689K |
| Integrated Wealth Concepts LLC | 0.01% | Add +14.8% | 4,981 | $689K |
| Allstate Corp. | 0.02% | Reduce -21.4% | 4,932 | $682K |
| Venturi Wealth Management, LLC | 0.04% | Add +4.3% | 4,929 | $682K |
| Twin Capital Management Inc. | 0.08% | New | 4,920 | $680K |
| Cerro Pacific Wealth Advisors LLC | 0.22% | Add +0.4% | 5,569 | $672K |
| Center for Financial Planning, Inc. | 0.09% | Reduce -1.6% | 4,834 | $668K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 4,787 | $662K |
| Marshall Wace, LLP | 0.00% | New | 4,749 | $657K |
| D.A. Davidson & Co. | 0.01% | Reduce -5.4% | 4,676 | $647K |
| Advance Capital Management, Inc. | 0.03% | Add +3.8% | 4,649 | $643K |
| William Mack & Associates, Inc. | 0.55% | Reduce -0.4% | 4,631 | $640K |
| Davis Investment Partners, LLC | 0.28% | New | 4,774 | $636K |
| Stephens Inc. | 0.01% | Add +1.8% | 4,555 | $630K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +11.2% | 4,514 | $624K |
| Prospera Financial Services Inc | 0.01% | Add +5.5% | 4,507 | $623K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.9% | 4,471 | $618K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +4.5% | 4,455 | $616K |
| Keybank National Association | 0.00% | Add +0.4% | 4,453 | $616K |
| Hummer Financial Advisory Services Inc | 0.50% | Add +4.8% | 4,413 | $615K |
| Jacobi Capital Management LLC | 0.05% | Add +5.1% | 4,446 | $615K |
| MAI Capital Management | 0.00% | Reduce -1.3% | 4,416 | $611K |
| Chicago Capital, LLC | 0.02% | No change | 4,364 | $603K |
| WNY Asset Management, LLC | 0.07% | No change | 4,358 | $603K |
| Prelude Capital Management, LLC | 0.06% | New | 4,338 | $600K |
| Princeton Global Asset Management LLC | 0.12% | No change | 4,305 | $595K |
| Praxis Investment Management Inc. | 0.04% | No change | 4,300 | $595K |
| Quantessence Capital LLC | 0.15% | New | 4,300 | $595K |
| Farther Finance Advisors, LLC | 0.01% | Add +52.6% | 4,271 | $589K |
| Lazard Asset Management LLC | 0.00% | Reduce -24.1% | 4,213 | $581K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.2% | 4,508 | $577K |
| My Legacy Advisors, LLC | 0.22% | Add +2.4% | 4,132 | $571K |
| Secure Asset Management, LLC | 0.12% | Add +8.0% | 4,129 | $571K |
| SageView Advisory Group, LLC | 0.02% | Reduce -3.3% | 4,125 | $570K |
| Foguth Wealth Management, LLC. | 0.14% | Add +0.1% | 4,102 | $567K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 4,101 | $567K |
| Venture Visionary Partners LLC | 0.02% | Add +0.1% | 4,037 | $558K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.4% | 4,035 | $558K |
| Glenview Trust Co | 0.01% | No change | 3,945 | $545K |
| MGB Wealth Management, LLC | 0.20% | Reduce -4.3% | 3,972 | $543K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -64.0% | 3,927 | $543K |
| HB Wealth Management, LLC | 0.00% | Add +6.2% | 3,922 | $542K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.0% | 3,918 | $542K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -10.7% | 3,853 | $534K |
| Harbour Investments, Inc. | 0.02% | Add +0.4% | 3,860 | $534K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.7% | 3,833 | $530K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.3% | 3,828 | $529K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 3,827 | $529K |
| Arbor Wealth Advisors LLC | 0.47% | No change | 3,808 | $527K |
| Arbor Trust Wealth Advisors, LLC | 0.24% | Reduce -60.4% | 3,658 | $510K |
| SJS Investment Consulting Inc. | 0.09% | Add +0.1% | 3,671 | $508K |
| Mufg Securities Americas Inc. | 0.06% | Add +19.9% | 3,668 | $507K |
| Ethos Financial Group, LLC | 0.05% | New | 3,668 | $507K |
| GeoWealth Management, LLC | 0.02% | Add +125.2% | 3,646 | $504K |
| GEM Asset Management, LLC | 0.28% | No change | 3,618 | $499K |
| South Dakota Investment Council | 0.01% | No change | 3,600 | $498K |
| Fiduciary Alliance LLC | 0.05% | Reduce -5.3% | 3,557 | $492K |
| Wellington Shields & Co., LLC | 0.15% | No change | 3,500 | $484K |
| Aviva PLC | 0.00% | Add +5.9% | 3,463 | $479K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +3.5% | 3,447 | $477K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -0.1% | 3,402 | $470K |
| Old North State Wealth Management, LLC | 0.26% | Add +5.0% | 3,389 | $470K |
| Huber Capital Management LLC | 0.09% | Reduce -17.1% | 3,384 | $468K |
| Walleye Trading LLC | 0.01% | Add +1900.0% | 3,360 | $465K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -0.1% | 3,342 | $462K |
| Csenge Advisory Group | 0.03% | Add +5.0% | 3,433 | $459K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +14.0% | 3,309 | $458K |
| Montecito Bank & Trust | 0.08% | Add +0.8% | 3,304 | $457K |
| Caprock Group, LLC | 0.01% | Reduce -1.4% | 3,255 | $455K |
| Baker Tilly Wealth Management, LLC | 0.18% | Add +1.0% | 3,237 | $448K |
| Ramirez Asset Management, Inc. | 0.09% | No change | 3,235 | $447K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 3,235 | $447K |
| True Link Financial Advisors, LLC | 0.03% | New | 3,233 | $447K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +44.9% | 3,171 | $439K |
| Signaturefd, LLC | 0.01% | Reduce -0.9% | 3,171 | $438K |
| Cordgrass Capital Advisors, LLC | 0.13% | New | 3,165 | $438K |
| Assetmark, Inc. | 0.00% | Reduce -11.4% | 3,133 | $433K |
| Brown Wealth Management, LLC | 0.15% | Add +0.9% | 3,103 | $429K |
| Balanced Wealth Group LLC | 0.21% | No change | 3,087 | $427K |
| Paragon Private Wealth Management, LLC | 0.20% | Reduce -4.0% | 3,086 | $427K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.15% | No change | 3,082 | $426K |
| FORA Capital, LLC | 0.04% | New | 3,074 | $425K |
| Brookstone Capital Management | 0.01% | Add +0.3% | 3,042 | $421K |
| Retirement Income Solutions, Inc. | 0.09% | Add +1.5% | 3,028 | $419K |
| Pinnacle Wealth Management Group, Inc. | 0.29% | Reduce -1.9% | 3,023 | $418K |
| Palisade Asset Management, LLC | 0.04% | No change | 3,000 | $415K |
| Smith Group Asset Management, LLC | 0.03% | No change | 3,000 | $415K |
| Financial Advisors Network, Inc. | 0.07% | Add +3.1% | 2,994 | $414K |
| R Squared Ltd | 0.44% | New | 2,990 | $413K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.9% | 2,979 | $412K |
| Stonebrook Private Inc. | 0.11% | Reduce -22.9% | 2,971 | $411K |
| V-Square Quantitative Management LLC | 0.06% | No change | 2,942 | $407K |
| Integrity Alliance, Llc. | 0.02% | New | 2,939 | $406K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 2,900 | $401K |
| Pier 88 Investment Partners LLC | 0.48% | No change | 2,894 | $400K |
| State of Wyoming | 0.05% | New | 2,879 | $398K |
| Global Assets Advisory, LLC | 0.07% | New | 3,000 | $396K |
| iA Global Asset Management Inc. | 0.01% | New | 2,839 | $393K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.0% | 2,824 | $391K |
| Kaydan Wealth Management, Inc. | 0.12% | No change | 2,797 | $387K |
| Smartleaf Asset Management LLC | 0.04% | Add +10.8% | 2,826 | $386K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -3.3% | 2,832 | $386K |
| Mgo One Seven LLC | 0.01% | Reduce -1.4% | 2,760 | $382K |
| Blue Trust, Inc. | 0.00% | Add +11.4% | 2,724 | $377K |
| EntryPoint Capital, LLC | 0.17% | New | 2,705 | $374K |
| Benjamin Edwards Inc. | 0.01% | Add +22.6% | 2,699 | $373K |
| NBT Bank, N.A. | 0.03% | No change | 2,684 | $371K |
| XTX Topco Ltd | 0.02% | New | 2,677 | $370K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.0% | 2,660 | $368K |
| NorthRock Partners, LLC | 0.01% | Add +2.9% | 2,599 | $362K |
| International Private Wealth Advisors LLC | 0.35% | Add +13.1% | 2,613 | $361K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 2,604 | $360K |
| Petrus Trust Company, LTA | 0.03% | New | 2,587 | $358K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.7% | 2,551 | $353K |
| Allworth Financial LP | 0.00% | Add +5.3% | 2,568 | $352K |
| Diversified Trust Co. | 0.01% | Add +7.8% | 2,531 | $350K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.5% | 2,528 | $350K |
| J2 Capital Management Inc | 0.32% | No change | 2,528 | $350K |
| SkyOak Wealth, LLC | 0.08% | Add +16.1% | 2,524 | $349K |
| Equitable Holdings, Inc. | 0.00% | Add +28.2% | 2,518 | $348K |
| Romano Brothers and Company | 0.04% | No change | 2,510 | $347K |
| WealthBridge Capital Management, LLC | 0.10% | Add +0.1% | 2,507 | $347K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -93.9% | 2,497 | $345K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -83.2% | 2,471 | $342K |
| Midwest Capital Advisors, LLC | 0.21% | No change | 2,467 | $341K |
| Affinity Wealth Management LLC | 0.06% | No change | 2,459 | $340K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +12.7% | 2,449 | $339K |
| Summit Financial Consulting LLC | 0.31% | — | 2,448 | $339K |
| Inscription Capital, LLC | 0.06% | — | 3,010 | $338K |
| Winthrop Capital Management, LLC | 0.09% | Add +0.5% | 2,437 | $337K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 2,421 | $335K |
| Claris Financial LLC | 0.22% | No change | 2,767 | $334K |
| MeadowBrook Investment Advisors LLC | 0.32% | No change | 2,416 | $334K |
| Apollon Wealth Management, LLC | 0.01% | Add +11.8% | 2,415 | $334K |
| Regal Investment Advisors LLC | 0.03% | Add +13.4% | 2,415 | $334K |
| NewEdge Wealth, LLC | 0.01% | Reduce -46.5% | 2,386 | $330K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +1.1% | 2,380 | $329K |
| Redwood Wealth Management Group, LLC | 0.17% | Add +0.4% | 2,367 | $327K |
| MBB Public Markets I LLC | 0.04% | New | 2,331 | $322K |
| Prossimo Advisors, LLC | 0.24% | Add +0.8% | 2,325 | $321K |
| Zacks Investment Management | 0.00% | Reduce -0.1% | 2,306 | $319K |
| Dynasty Wealth Management, LLC | 0.01% | Add +84.7% | 3,528 | $319K |
| PBMares Wealth Management LLC | 0.06% | No change | 2,301 | $318K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -10.6% | 2,297 | $318K |
| denkapparat Operations GmbH | 0.34% | New | 2,290 | $317K |
| Advisory Alpha, LLC | 0.01% | Reduce -7.9% | 2,280 | $315K |
| Evergreen Capital Management LLC | 0.01% | Add +8.5% | 2,252 | $314K |
| Apella Capital, LLC | 0.01% | New | 2,403 | $314K |
| Discipline Wealth Solutions, LLC | 0.15% | No change | 2,246 | $311K |
| Oxler Private Wealth LLC | 0.11% | Add +0.9% | 2,229 | $308K |
| World Investment Advisors | 0.01% | Reduce -11.7% | 2,228 | $308K |
| CBRE Investment Management Listed Real Assets LLC | 0.00% | Reduce -41.9% | 2,211 | $306K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,199 | $304K |
| Carrera Capital Advisors | 0.07% | New | 2,180 | $304K |
| Bessemer Group Inc. | 0.00% | Add +5.1% | 2,192 | $303K |
| Whittier Trust Co. | 0.00% | No change | 2,145 | $297K |
| Farmers Trust Co. | 0.06% | Reduce -3.3% | 2,143 | $296K |
| Brevan Howard Capital Management LP | 0.01% | New | 2,135 | $295K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,133 | $295K |
| Independent Financial Group, LLC | 0.01% | New | 2,130 | $295K |
| Tidal Investments LLC | 0.00% | Reduce -25.1% | 2,129 | $294K |
| Calton & Associates, Inc. | 0.07% | New | 2,126 | $294K |
| NTV Asset Management LLC | 0.04% | No change | 2,120 | $293K |
| Fiduciary Trust Co | 0.00% | Reduce -31.5% | 2,118 | $293K |
| Oppenheimer & Co. Inc. | 0.00% | Add +17.7% | 2,118 | $293K |
| Calydon Capital | 0.05% | Reduce -4.0% | 2,109 | $292K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -4.4% | 2,107 | $291K |
| AIFG Consultants Ltd. | 0.48% | Reduce -0.1% | 2,099 | $290K |
| Private Trust Co. NA | 0.03% | Reduce -8.1% | 2,098 | $290K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -4.5% | 2,096 | $290K |
| Aspen Investment Management Inc | 0.13% | No change | 2,088 | $289K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.0% | 2,075 | $287K |
| Parallel Advisors, LLC | 0.01% | Reduce -22.4% | 2,074 | $287K |
| Agp Franklin, LLC | 0.18% | No change | 2,145 | $285K |
| Asset Allocation Strategies LLC | 0.07% | No change | 2,057 | $284K |
| Checchi Capital Advisers, LLC | 0.02% | Add +18.8% | 2,055 | $284K |
| Cigna Investments Inc. | 0.05% | Reduce -1.9% | 2,052 | $283K |
| Coppell Advisory Solutions LLC | 0.04% | Add +0.1% | 2,065 | $282K |
| Brown Advisory Inc. | 0.00% | New | 2,039 | $282K |
| Fiduciary Family Office, LLC | 0.09% | New | 2,034 | $281K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | No change | 2,027 | $280K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,025 | $280K |
| Graypoint LLC | 0.02% | Add +3.8% | 2,021 | $279K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.5% | 2,013 | $278K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -52.2% | 2,013 | $278K |
| ICONIQ Capital, LLC | 0.00% | New | 2,004 | $277K |
| XML Financial, LLC | 0.03% | No change | 2,000 | $277K |
| Old Mission Investment Co LLC | 0.08% | No change | 1,989 | $275K |
| Syon Capital LLC | 0.02% | New | 1,980 | $274K |
| Smith, Moore & Co. | 0.03% | No change | 1,976 | $273K |
| Danske Bank A/S | 0.00% | No change | 1,975 | $273K |
| Dahring | Cusmano LLC | 0.23% | Add +0.8% | 1,972 | $273K |
| Bar Harbor Wealth Management | 0.02% | No change | 1,959 | $271K |
| Principal Securities, Inc. | 0.01% | No change | 2,236 | $270K |
| Quantum Financial Advisors, LLC | 0.04% | Add +8.1% | 1,950 | $270K |
| Hartline Investment Corp./ | 0.04% | No change | 1,948 | $269K |
| Ascentis Independent Advisors | 0.05% | Add +1.3% | 1,927 | $266K |
| Olympiad Research LP | 0.31% | New | 1,927 | $266K |
| Fermata Advisors, LLC | 0.05% | Add +0.9% | 1,909 | $264K |
| Optimize Financial Inc. | 0.10% | New | 1,903 | $263K |
| Insight 2811, Inc. | 0.13% | No change | 1,900 | $263K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -11.5% | 1,893 | $262K |
| Diversified Portfolios, Inc. | 0.03% | Add +0.4% | 1,892 | $262K |
| Empower Advisory Group, LLC | 0.00% | New | 1,845 | $255K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | Add +0.2% | 1,824 | $254K |
| Pointe Capital Management LLC | 0.15% | No change | 1,829 | $253K |
| Mather Group, Llc. | 0.00% | Add +6.6% | 1,820 | $252K |
| Steph & Co. | 0.09% | Add +19.4% | 1,818 | $251K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -17.7% | 1,807 | $250K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,800 | $249K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 1,783 | $247K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -7.9% | 1,767 | $244K |
| Callan Family Office, LLC | 0.02% | Reduce -8.6% | 1,764 | $244K |
| Commerzbank Aktiengesellschaft | 0.01% | No change | 1,754 | $243K |
| Caldwell Trust Co | 0.03% | Reduce -3.5% | 1,755 | $243K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,715 | $239K |
| Atom Investors LP | 0.03% | No change | 1,728 | $239K |
| Stanley-Laman Group, Ltd. | 0.04% | Add +2.0% | 1,715 | $237K |
| Financial Advisory Corp | 0.04% | No change | 1,710 | $236K |
| White Pine Investment CO | 0.06% | New | 1,696 | $234K |
| Alaska Permanent Fund Corp | 0.00% | No change | 1,703 | $233K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -1.8% | 1,681 | $232K |
| Morey & Quinn Wealth Partners, LLC | 0.19% | Add +0.5% | 1,673 | $231K |
| Essex Financial Services, Inc. | 0.02% | Reduce -29.8% | 1,671 | $231K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -5.3% | 1,671 | $231K |
| Longboard Asset Management, LP | 0.68% | No change | 1,666 | $230K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +38.2% | 1,665 | $230K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 1,665 | $230K |
| Stevens Capital Management LP | 0.06% | New | 1,661 | $230K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 1,654 | $229K |
| Citizens Financial Group Inc. | 0.00% | New | 1,641 | $228K |
| Virtu Financial LLC | 0.01% | New | 1,646 | $227K |
| CX Institutional | 0.01% | New | 1,645 | $227K |
| Trust Co. of Toledo NA | 0.03% | Reduce -4.1% | 1,636 | $226K |
| Affinity Investment Advisors, LLC | 0.18% | New | 1,620 | $224K |
| Trust Investment Advisors | 0.14% | New | 1,611 | $223K |
| PEAK6 LLC | 0.01% | Reduce -26.9% | 1,609 | $222K |
| Consolidated Portfolio Review Corp | 0.04% | New | 1,601 | $221K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -4.5% | 1,599 | $221K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,603 | $221K |
| Callan Capital, LLC | 0.02% | New | 1,578 | $218K |
| Old Port Advisors | 0.06% | Reduce -6.3% | 1,577 | $218K |
| Regions Financial Corp. | 0.00% | New | 1,577 | $218K |
| Centre Asset Management, LLC | 0.06% | New | 1,580 | $218K |
| Second Line Capital, LLC | 0.06% | New | 1,556 | $217K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,567 | $217K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 1,562 | $215K |
| Cranbrook Wealth Management, LLC | 0.05% | Reduce -2.4% | 1,548 | $214K |
| Delta Asset Management LLC | 0.02% | No change | 1,525 | $211K |
| MCF Advisors LLC | 0.02% | No change | 1,509 | $210K |
| LVM Capital Management Ltd. | 0.02% | New | 1,508 | $209K |
| Allegheny Financial Group | 0.05% | New | 1,504 | $208K |
| Cidel Asset Management Inc. | 0.01% | New | 1,497 | $207K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 1,495 | $207K |
| Teza Capital Management LLC | 0.09% | Reduce -93.1% | 1,492 | $206K |
| Valeo Financial Advisors, LLC | 0.01% | New | 1,476 | $204K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.5% | 1,484 | $203K |
| Eastern Bank | 0.00% | Add +7.3% | 1,460 | $202K |
| Arete Wealth Advisors, LLC | 0.02% | New | 1,451 | $201K |
| Aprio Wealth Management, LLC | 0.03% | New | 1,452 | $201K |
| Rothschild Investment LLC | 0.01% | Add +3.1% | 1,449 | $200K |
| Richardson Financial Services Inc. | 0.15% | No change | 1,445 | $200K |
| Clearstead Advisors, LLC | 0.00% | Add +7.7% | 1,365 | $189K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,359 | $188K |
| Financial Perspectives, Inc | 0.06% | Add +0.5% | 1,352 | $187K |
| TD Private Client Wealth LLC | 0.01% | Add +4.8% | 1,346 | $186K |
| Continuum Advisory, LLC | 0.02% | Reduce -7.6% | 1,333 | $184K |
| Siemens Fonds Invest GmbH | 0.01% | New | 1,307 | $181K |
| Ancora Advisors LLC | 0.00% | Add +421.2% | 1,303 | $180K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -13.8% | 1,266 | $175K |
| Sound Income Strategies, LLC | 0.01% | Add +0.1% | 1,189 | $164K |
| Crews Bank & Trust | 0.03% | No change | 1,171 | $162K |
| Burkett Financial Services, LLC | 0.06% | Add +0.9% | 1,146 | $158K |
| S.A. Mason LLC | 0.08% | Add +0.4% | 1,135 | $157K |
| Lindbrook Capital, LLC | 0.01% | Add +18.4% | 1,130 | $156K |
| Brooklyn Investment Group | 0.03% | Add +75.9% | 1,059 | $146K |
| Riverview Trust Co | 0.14% | No change | 1,053 | $146K |
| Versant Capital Management, Inc | 0.02% | Add +250.8% | 1,042 | $144K |
| Ostrum Asset Management | 0.01% | Reduce -2.6% | 1,029 | $142K |
| Walleye Capital LLC | 0.00% | Reduce -62.2% | 1,005 | $139K |
| Webster Bank, N. A. | 0.02% | No change | 995 | $138K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.9% | 964 | $133K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -9.8% | 925 | $128K |
| Pacific Center for Financial Services | 0.03% | No change | 920 | $127K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 897 | $124K |
| Lanark Financial, Inc. | 0.01% | — | 883 | $122K |
| Adirondack Trust Co. | 0.05% | Reduce -14.2% | 854 | $118K |
| Concord Wealth Partners | 0.02% | No change | 821 | $114K |
| Arax Advisory Partners | 0.01% | Reduce -39.1% | 742 | $103K |
| Essex Investment Management Co. LLC | 0.02% | Reduce -0.9% | 728 | $101K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 721 | $100K |
| First Command Advisory Services, Inc. | 0.00% | No change | 710 | $98K |
| AdvisorNet Financial, Inc | 0.01% | No change | 697 | $96K |
| Cromwell Holdings LLC | 0.06% | Add +1.8% | 669 | $93K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 655 | $91K |
| United Community Bank | 0.03% | Reduce -3.7% | 652 | $90K |
| Atticus Wealth Management, LLC | 0.03% | No change | 635 | $88K |
| TCTC Holdings, LLC | 0.00% | No change | 604 | $84K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -8.3% | 553 | $76K |
| AllSquare Wealth Management LLC | 0.05% | No change | 552 | $76K |
| Sentry Investment Management LLC | 0.05% | Reduce -23.0% | 596 | $76K |
| Spire Wealth Management | 0.00% | Reduce -77.7% | 544 | $75K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 543 | $75K |
| Logan Capital Management Inc. | 0.00% | No change | 535 | $74K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -38.1% | 529 | $73K |
| First Horizon Advisors, Inc. | 0.00% | Add +28.5% | 527 | $73K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -27.4% | 527 | $73K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +1.0% | 525 | $73K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.8% | 524 | $72K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -35.0% | 519 | $72K |
| Crewe Advisors LLC | 0.01% | No change | 514 | $71K |
| Oakworth Capital, Inc. | 0.00% | No change | 501 | $69K |
| WASHINGTON TRUST Co | 0.00% | Reduce -37.5% | 500 | $69K |
| Rossby Financial, LCC | 0.03% | New | 509 | $69K |
| Toth Financial Advisory Corp. | 0.01% | No change | 489 | $68K |
| American National Bank & Trust | 0.01% | Reduce -32.3% | 486 | $67K |
| Robbins Farley | 0.03% | No change | 472 | $65K |
| Fairscale Capital, LLC | 0.06% | No change | 467 | $65K |
| Hexagon Capital Partners LLC | 0.01% | Add +5.1% | 436 | $60K |
| Dakota Community Bank & Trust NA | 0.27% | No change | 400 | $55K |
| Bank of New Hampshire | 0.01% | New | 400 | $55K |
| Godsey & Gibb, Inc. | 0.01% | No change | 400 | $55K |
| Heritage Wealth Advisors | 0.00% | Reduce -5.9% | 400 | $55K |
| Quarry LP | 0.01% | Reduce -67.6% | 399 | $55K |
| Sittner & Nelson, LLC | 0.02% | No change | 371 | $51K |
| Sandy Spring Bank | 0.00% | No change | 363 | $50K |
| WPG Advisers, LLC | 0.05% | Reduce -8.5% | 356 | $49K |
| Centennial Bank | 0.02% | No change | 350 | $48K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.09% | Reduce -8.5% | 344 | $48K |
| HM Payson & Co. | 0.00% | Add +13.0% | 339 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 333 | $46K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -8.4% | 325 | $45K |
| TruNorth Capital Management, LLC | 0.01% | No change | 300 | $41K |
| Coastline Trust Co | 0.01% | No change | 300 | $41K |
| MV Capital Management, Inc. | 0.00% | Reduce -1.0% | 299 | $41K |
| Mattson Financial Services, LLC | 0.01% | No change | 293 | $41K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 293 | $41K |
| Covestor Ltd | 0.03% | Add +94.6% | 286 | $40K |
| AlphaQuest LLC | 0.00% | Add +28600.0% | 287 | $40K |
| WFA Asset Management Corp | 0.02% | Reduce -2.8% | 352 | $40K |
| Manchester Capital Management LLC | 0.00% | Reduce -0.7% | 284 | $39K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 283 | $39K |
| Ridgewood Investments LLC | 0.02% | No change | 276 | $38K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 255 | $35K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 250 | $35K |
| City State Bank | 0.01% | No change | 250 | $35K |
| Tsfg, LLC | 0.01% | No change | 236 | $33K |
| First Financial Corp. | 0.02% | No change | 235 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 235 | $32K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.4% | 234 | $32K |
| Rise Advisors, LLC | 0.01% | Reduce -17.1% | 232 | $32K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 230 | $32K |
| N.E.W. Advisory Services LLC | 0.00% | New | 223 | $31K |
| Mascoma Wealth Management LLC | 0.01% | No change | 214 | $30K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -86.7% | 214 | $30K |
| SouthState Bank Corp | 0.00% | New | 213 | $29K |
| CVA Family Office, LLC | 0.00% | Reduce -5.5% | 207 | $29K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 200 | $28K |
| Motco | 0.00% | No change | 200 | $28K |
| DT Investment Partners, LLC | 0.00% | No change | 199 | $28K |
| Olde Wealth Management, LLC | 0.01% | New | 200 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 195 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +1.6% | 193 | $27K |
| ESL Trust Services, LLC | 0.01% | No change | 191 | $26K |
| PSI Advisors, LLC | 0.01% | No change | 187 | $26K |
| Cloud Capital Management, LLC | 0.02% | — | 180 | $25K |
| Centerpoint Advisors, LLC | 0.01% | No change | 180 | $25K |
| Smithfield Trust Co | 0.00% | No change | 175 | $25K |
| Grove Bank & Trust | 0.00% | Add +183.9% | 176 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 175 | $24K |
| Fortitude Family Office, LLC | 0.01% | No change | 170 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 169 | $23K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $23K |
| Hemington Wealth Management | 0.00% | Add +14.8% | 163 | $22K |
| Wayfinding Financial, LLC | 0.01% | New | 155 | $21K |
| Synergy Investment Management, LLC | 0.01% | No change | 150 | $21K |
| LRI Investments, LLC | 0.00% | No change | 150 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 145 | $20K |
| Horizon Bancorp Inc. | 0.01% | Reduce -8.3% | 143 | $20K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 142 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $19K |
| GW&K Investment Management, LLC | 0.00% | No change | 134 | $19K |
| Leonteq Securities AG | 0.00% | Add +20.8% | 128 | $18K |
| Breakwater Investment Management | 0.01% | No change | 128 | $18K |
| Asset Dedication, LLC | 0.00% | Reduce -45.3% | 121 | $17K |
| BankPlus Trust Department | 0.01% | No change | 120 | $17K |
| True Wealth Design, LLC | 0.01% | Add +29.4% | 119 | $16K |
| Salem Investment Counselors Inc. | 0.00% | Add +22.9% | 118 | $16K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -2.5% | 115 | $16K |
| West Oak Capital, LLC | 0.01% | No change | 115 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 111 | $15K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.5% | 110 | $15K |
| Capital Analysts, LLC | 0.00% | No change | 109 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.0% | 107 | $15K |
| NewSquare Capital LLC | 0.00% | Add +1414.3% | 106 | $15K |
| NFSG Corp | 0.00% | Add +1.0% | 104 | $14K |
| CGC Financial Services, LLC | 0.01% | No change | 101 | $14K |
| Union Savings Bank | 0.01% | No change | 100 | $14K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 100 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -88.0% | 100 | $14K |
| Trust Co. of Vermont | 0.00% | No change | 100 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +22.5% | 98 | $14K |
| Wolff Wiese Magana LLC | 0.01% | Add +88.0% | 94 | $13K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $12K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -2.3% | 87 | $12K |
| Zions Bancorporation, National Association | 0.00% | — | 84 | $12K |
| Saudi Central Bank | 0.06% | New | 81 | $11K |
| West Paces Advisors Inc. | 0.00% | No change | 80 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 77 | $11K |
| Park Square Financial Group, LLC | 0.01% | No change | 75 | $10K |
| Bellwether Advisors, LLC | 0.00% | No change | 75 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 75 | $10K |
| Luminist Capital LLC | 0.01% | No change | 75 | $10K |
| Whipplewood Advisors, LLC | 0.01% | Add +38.4% | 101 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 71 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 70 | $10K |
| Colonial Trust Co / SC | 0.00% | Reduce -89.6% | 68 | $9K |
| Binnacle Investments Inc | 0.01% | — | 67 | $9K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 65 | $9K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 64 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 62 | $9K |
| Albion Financial Group | 0.00% | No change | 59 | $8K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 53 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +0.0% | 50 | $7K |
| Investors Research Corp | 0.00% | No change | 50 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -11.3% | 47 | $6K |
| Dunhill Financial, LLC | 0.00% | Reduce -6.0% | 47 | $6K |
| ORG Partners LLC | 0.00% | New | 47 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Add +29.4% | 44 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +156.3% | 41 | $6K |
| Sierra Ocean, LLC | 0.00% | No change | 39 | $5K |
| Sachetta, LLC | 0.00% | No change | 39 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $5K |
| TFC Financial Management, Inc. | 0.00% | No change | 38 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 38 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 33 | $5K |
| Quent Capital, LLC | 0.00% | No change | 31 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +19.2% | 31 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 31 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 27 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 27 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 26 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $3K |
| 1 North Wealth Services LLC | 0.00% | New | 25 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 24 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +50.0% | 24 | $3K |
| Morse Asset Management, Inc | 0.00% | New | 22 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 28 | $3K |
| Avion Wealth | 0.00% | No change | 31 | $3K |
| WealthTrak Capital Management LLC | 0.00% | Add +16.7% | 21 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 21 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -12.5% | 21 | $3K |
| Highline Wealth Partners LLC | 0.00% | Reduce -20.0% | 20 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +112.5% | 17 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 16 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Osterweis Capital Management Inc. | 0.00% | New | 15 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 14 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 14 | $2K |
| Park Place Capital Corp | 0.00% | No change | 13 | $2K |
| Abound Wealth Management | 0.00% | No change | 12 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 12 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 12 | $2K |
| Greenline Partners, LLC | 0.00% | New | 12 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -88.9% | 12 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 12 | $2K |
| Clark Wealth Partners | 0.00% | No change | 11 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 11 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 10 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 14 | $1K |
| Activest Wealth Management | 0.00% | Add +0.0% | 7 | $968 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 8 | $966 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $844 |
| Principia Wealth Advisory, LLC | 0.00% | Add +20.0% | 6 | $783 |
| Winnacle Wealth LLC | 0.00% | Add +50.0% | 6 | $740 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 5 | $695 |
| Chesapeake Asset Management LLC | 0.00% | No change | 5 | $691 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 5 | $691 |
| Transce3nd, LLC | 0.00% | Reduce -58.3% | 5 | $691 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 5 | $691 |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $554 |
| Capital A Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $553 |
| Nova Wealth Management, Inc. | 0.00% | No change | 4 | $553 |
| Bokf, NA | 0.00% | Reduce -20.0% | 4 | $553 |
| Bear Mountain Capital, Inc. | 0.00% | New | 3 | $425 |
| Key Financial Inc | 0.00% | No change | 3 | $415 |
| Nvwm, LLC | 0.00% | New | 2 | $277 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $277 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $277 |
| Perkins Coie Trust Co | 0.00% | New | 2 | $276 |
| Redwood Park Advisors LLC | 0.00% | New | 1 | $139 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 1 | $138 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -92.9% | 2 | $0 |
| 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.