DTE Energy CompanyDTE

13F holders, Q2 2025 (June 30)
931holders +9
89new positions
75sold out
7famous investors
$132.47avg. 13F price*

At the end of Q2 2025, 931 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 9 from Q1 2025. 89 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.3B) and Capital Research Global Investors ($1.9B). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
DTE Energy Company
Sector
Utilities
CUSIP
233331107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 785Q1 2024Q2 2024: 800Q2 2024Q3 2024: 844Q3 2024Q4 2024: 878Q4 2024Q1 2025: 922Q1 2025Q2 2025: 931Q2 2025Q3 2025: 921Q3 2025Q4 2025: 962Q4 2025Q1 2026: 989Q1 2026Q2 2026: 1,036Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions89$819.1M
Exits75$83.9M

All 13F filers, Q1 2025 → Q2 2025: 14,993,249 shares bought and 12,472,510 shares sold, net +2,520,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 931 holders

Vanguard Group Inc. 0.06% Add +4.2% 25,964,872 $3.4B
BlackRock, Inc. 0.04% Add +1.2% 17,271,633 $2.3B
Capital Research Global Investors 0.38% Reduce -24.1% 14,134,278 $1.9B
State Street Corp. 0.05% Add +2.1% 10,558,531 $1.4B
Capital World Investors 0.18% Reduce -4.7% 9,298,891 $1.2B
GQG Partners LLC 0.99% New 5,260,699 $696.8M
Geode Capital Management, LLC 0.05% Add +3.0% 5,250,341 $692.5M
Ameriprise Financial Inc. 0.16% Reduce -4.5% 4,968,479 $657.9M
T. Rowe Price Investment Management, Inc. 0.31% Add +182.6% 3,765,318 $498.8M
Janus Henderson Group PLC 0.18% Add +0.4% 2,776,198 $367.7M
Boston Partners 0.37% Reduce -11.5% 2,503,464 $331.7M
Invesco Ltd. 0.05% Add +1.3% 2,387,012 $316.2M
Morgan Stanley 0.02% Add +3.9% 2,366,564 $313.5M
Clearbridge Investments, LLC 0.21% Reduce -0.3% 1,954,766 $258.9M
Northern Trust Corp. 0.03% Reduce -2.6% 1,789,665 $237.1M
Bank of America Corp. 0.02% Reduce -3.4% 1,562,602 $207.0M
Goldman Sachs Group Inc. 0.03% Reduce -4.1% 1,546,516 $204.9M
Franklin Resources Inc. 0.05% Reduce -0.9% 1,486,030 $196.8M
UBS Group AG 0.04% Add +36.2% 1,443,377 $191.2M
Legal & General Group Plc 0.05% Add +8.1% 1,407,682 $186.5M
Massachusetts Financial Services Co. 0.06% Reduce -2.9% 1,375,968 $182.3M
Charles Schwab Investment Management Inc. 0.03% Add +0.9% 1,327,535 $175.8M
Bank of New York Mellon Corp 0.03% Reduce -4.8% 1,271,736 $168.5M
Panagora Asset Management Inc. 0.71% Add +18.8% 1,186,434 $157.2M
T. Rowe Price Associates Inc. 0.02% Add +242.6% 1,082,429 $143.4M
AQR Capital Management 0.12% Add +15.8% 1,079,051 $142.1M
HITE Hedge Asset Management LLC 7.89% Add +4.8% 1,034,949 $137.1M
JPMorgan Chase & Co. 0.01% Reduce -26.8% 1,029,537 $136.4M
Raymond James Financial Inc. 0.05% Add +176.5% 1,015,208 $134.5M
Royal Bank of Canada 0.03% Reduce -14.6% 1,001,948 $132.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +20.4% 953,740 $126.3M
Neuberger Berman Group LLC 0.10% Reduce -5.3% 947,511 $125.5M
Soroban Capital Partners LP 1.19% Reduce -23.3% 917,751 $121.6M
Barclays PLC 0.05% Add +54.8% 904,453 $119.8M
California Public Employees Retirement System 0.07% Reduce -18.3% 783,860 $103.8M
Dimensional Fund Advisors LP 0.02% Add +1.4% 774,492 $102.6M
Pictet Asset Management Holding SA 0.10% Reduce -51.4% 755,651 $100.1M
Duff & Phelps Investment Management Co. 1.13% No change 727,542 $96.4M
First Trust Advisors LP 0.08% Reduce -11.7% 725,295 $96.1M
ClearBridge Investments Ltd 1.96% Reduce -1.8% 676,040 $89.5M
Energy Income Partners, LLC 1.70% Reduce -8.8% 654,783 $86.7M
Swiss National Bank 0.05% Add +7.5% 628,200 $83.2M
Reaves W H & Co. Inc. 1.65% Reduce -6.5% 560,748 $74.3M
Arrowstreet Capital, Limited Partnership 0.05% Add +5.6% 558,826 $74.0M
Jennison Associates LLC 0.04% Reduce -1.2% 537,366 $71.2M
Deutsche Bank AG 0.03% Add +0.6% 533,303 $70.6M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.3% 508,745 $67.4M
Prudential Financial Inc. 0.09% Reduce -5.4% 501,749 $66.5M
FMR LLC 0.00% Add +1.2% 492,186 $65.2M
Nuveen, LLC 0.02% Reduce -2.6% 474,156 $62.8M
Amundi 0.02% Add +60.0% 459,672 $60.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +5.4% 395,891 $52.4M
Manufacturers Life Insurance Company, The 0.05% Reduce -46.6% 385,101 $51.0M
Rhumbline Advisers 0.04% Reduce -0.2% 375,476 $49.7M
NewEdge Advisors, LLC 0.25% Add +8.2% 363,924 $48.2M
Victory Capital Management Inc. 0.03% Reduce -5.9% 357,680 $47.4M
Vaughan David Investments LLC 1.05% Add +0.3% 354,403 $46.9M
HSBC Holdings PLC 0.03% Reduce -8.6% 321,426 $42.5M
Aventail Capital Group, LP 1.82% Reduce -0.0% 308,929 $40.9M
Alliancebernstein L.P. 0.01% Add +0.2% 295,053 $39.1M
BNP Paribas Financial Markets 0.03% Reduce -42.5% 293,340 $38.9M
Voya Investment Management LLC 0.04% Reduce -0.5% 292,125 $38.7M
Verition Fund Management LLC 0.22% Reduce -42.2% 280,772 $37.2M
Principal Financial Group Inc. 0.02% Add +1.2% 264,247 $35.0M
National Pension Service 0.03% Add +0.9% 256,704 $34.0M
California State Teachers Retirement System 0.04% Add +0.5% 249,225 $33.0M
LPL Financial LLC 0.01% Add +30.7% 242,670 $32.1M
Wells Fargo & Company 0.01% Reduce -16.2% 239,039 $31.7M
TD Asset Management Inc 0.03% Add +12.1% 233,917 $31.0M
Canada Pension Plan Investment Board 0.03% Add +6.7% 225,856 $29.9M
Robeco Institutional Asset Management B.V. 0.05% Add +6.8% 225,120 $29.8M
Qube Research & Technologies Ltd 0.04% Reduce -41.7% 218,063 $28.9M
Citigroup Inc. 0.02% Reduce -27.2% 215,662 $28.6M
Yaupon Capital Management LP 1.89% Add +11.8% 213,813 $28.3M
Bank of Montreal 0.01% Reduce -27.3% 211,213 $28.0M
Nordea Investment Management AB 0.03% Add +5.3% 208,818 $27.5M
Glenmede Investment Management, LP 0.13% — 200,118 $26.5M
New York State Teachers Retirement System 0.05% Add +9.3% 195,858 $25.9M
Russell Investments Group, Ltd. 0.03% Add +75.8% 194,623 $25.8M
Teacher Retirement System of Texas 0.10% Reduce -33.5% 184,935 $24.5M
Focus Partners Wealth 0.05% Add +0.9% 183,512 $24.3M
Korea Investment CORP 0.05% Add +6.0% 175,037 $23.2M
Envestnet Asset Management Inc. 0.01% Add +6.8% 173,867 $23.0M
State Board of Administration of Florida Retirement System 0.04% Add +0.6% 170,842 $22.6M
Martingale Asset Management L P 0.55% Add +5.6% 168,852 $22.4M
APG Asset Management N.V. 0.07% Add +76.4% 197,893 $22.3M
Mediolanum International Funds Ltd 0.26% Add +21.1% 162,941 $21.4M
D. E. Shaw & Co. 0.02% Reduce -28.4% 159,968 $21.2M
National Bank of Canada 0.02% Reduce -28.2% 149,371 $19.8M
Tortoise Capital Advisors, L.L.C. 0.25% Add +14.1% 145,700 $19.3M
Allspring Global Investments Holdings, LLC 0.03% Reduce -1.7% 145,035 $19.2M
Natixis Advisors, LLC 0.03% Add +15.9% 142,492 $18.9M
Ensign Peak Advisors, Inc 0.03% Add +2.3% 141,975 $18.8M
Magellan Asset Management Ltd 0.21% Add +0.1% 141,795 $18.8M
American Century Companies Inc. 0.01% Add +6.9% 135,810 $18.0M
Brandywine Global Investment Management, LLC 0.13% New 135,225 $17.9M
New York State Common Retirement Fund 0.02% Add +1.2% 130,115 $17.2M
State of Wisconsin Investment Board 0.04% Reduce -1.5% 129,533 $17.2M
Blue Chip Partners, LLC 1.37% Add +0.2% 127,134 $16.8M
Deprince Race & Zollo Inc. 0.33% Reduce -1.4% 121,444 $16.1M
Marshall Wace, LLP 0.02% Add +2447.8% 120,996 $16.0M
Hudson Bay Capital Management LP 0.11% New 115,334 $15.3M
Asset Management One Co., Ltd. 0.05% Add +2.1% 113,394 $15.0M
AE Wealth Management LLC 0.11% Reduce -4.6% 112,863 $14.9M
Stack Financial Management, Inc 1.30% Reduce -0.9% 111,303 $14.7M
Trexquant Investment LP 0.16% Add +93.8% 109,942 $14.6M
Chevy Chase Trust Holdings, LLC 0.04% Add +0.8% 109,699 $14.5M
Osaic Holdings, Inc. 0.03% Add +48.1% 108,085 $14.4M
CANADA LIFE ASSURANCE Co 0.02% Add +3.1% 107,140 $14.2M
SummitTX Capital, L.P. 0.62% Add +15.0% 106,246 $14.1M
Westwood Holdings Group Inc. 0.10% Reduce -1.3% 104,307 $13.8M
Balyasny Asset Management L.P. 0.03% Reduce -12.9% 102,526 $13.6M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +3.6% 99,681 $13.2M
Stifel Financial Corp. 0.01% Add +5.0% 99,261 $13.1M
Aberdeen Group plc 0.02% Add +9.6% 97,536 $12.9M
Treasurer of the State of North Carolina 0.04% Add +2.3% 96,788 $12.8M
Quantinno Capital Management LP 0.05% Add +36.9% 93,723 $12.4M
HighTower Advisors, LLC 0.02% Reduce -3.0% 93,208 $12.3M
Millennium Management 0.01% Reduce -94.9% 91,539 $12.1M
Toronto Dominion Bank 0.03% Add +23.3% 91,267 $12.1M
Applied Finance Capital Management, LLC 0.80% Reduce -3.8% 88,133 $11.7M
Leeward Investments, LLC - MA 0.61% Reduce -8.0% 87,172 $11.5M
State of Tennessee, Department of Treasury 0.04% Reduce -1.1% 86,840 $11.5M
Jane Street Group, LLC 0.02% Add +186.8% 83,281 $11.0M
Howe & Rusling Inc. 0.79% Reduce -26.6% 80,550 $10.7M
Capital International, Inc. 0.10% Add +49.3% 80,515 $10.7M
Wealth Enhancement Advisory Services, LLC 0.02% Add +197.2% 79,431 $10.5M
Mn Services Vermogensbeheer B.V. 0.07% Add +3.9% 77,547 $10.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -4.2% 76,520 $10.1M
Man Group plc 0.02% Add +129.9% 75,071 $9.9M
Creative Planning 0.01% Add +5.6% 74,841 $9.9M
RWC Asset Management LLP 0.63% Reduce -0.3% 73,935 $9.8M
Gotham Asset Management 0.06% Add +35.9% 71,821 $9.5M
Resona Asset Management Co.,Ltd. 0.05% Add +7.3% 71,463 $9.5M
Commonwealth Equity Services, LLC 0.01% Reduce -9.3% 71,308 $9.4M
Susquehanna Portfolio Strategies, LLC 0.20% New 70,207 $9.3M
Nomura Asset Management Co. Ltd. 0.03% Add +5.2% 70,033 $9.3M
Public Employees Retirement System of Ohio 0.03% Add +7.4% 68,366 $9.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -3.5% 67,060 $8.9M
Comerica Bank 0.03% Reduce -1.2% 64,642 $8.6M
Sei Investments Co. 0.01% Add +26.1% 63,896 $8.5M
State of New Jersey Common Pension Fund D 0.03% Add +0.1% 63,107 $8.4M
Cyndeo Wealth Partners, LLC 0.49% Add +4.4% 62,054 $8.2M
CIBC Private Wealth Group LLC 0.01% Add +2.2% 60,814 $8.1M
O'shaughnessy Asset Management, LLC 0.05% Add +9.9% 60,803 $8.1M
Arizona State Retirement System 0.05% Add +1.3% 60,653 $8.0M
Illinois Municipal Retirement Fund 0.11% Add +3.1% 59,215 $7.8M
Daiwa Securities Group Inc. 0.03% Add +77.8% 59,109 $7.8M
Capital Fund Management S.A. 0.09% Add +33.9% 58,795 $7.8M
Aquatic Capital Management LLC 0.16% New 58,490 $7.7M
Renaissance Technologies 0.01% Add +101.4% 58,200 $7.7M
Forsta Ap-Fonden 0.05% Add +3.2% 58,100 $7.7M
State of Michigan Retirement System 0.04% Add +0.4% 56,377 $7.5M
PNC Financial Services Group, Inc. 0.00% Reduce -4.9% 54,496 $7.2M
Sigma Planning Corp 0.22% Reduce -2.9% 54,395 $7.2M
Nisa Investment Advisors, LLC 0.03% Reduce -2.5% 53,560 $7.2M
Janney Montgomery Scott LLC 0.02% Add +9.9% 53,714 $7.1M
MetLife Investment Management, LLC 0.04% Reduce -1.8% 52,868 $7.0M
Polymer Capital Management (US) LLC 1.14% Add +158.9% 52,677 $7.0M
Thrivent Financial for Lutherans 0.02% Reduce -39.1% 51,658 $6.8M
Hennessy Advisors Inc. 0.23% Add +1.0% 51,304 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +7.4% 50,894 $6.7M
Corient Private Wealth LP 0.01% Add +0.2% 50,744 $6.7M
Czech National Bank 0.05% Add +6.6% 50,724 $6.7M
Schroder Investment Management Group 0.01% Add +0.4% 49,648 $6.6M
Strategic Advisors LLC 1.27% No change 48,695 $6.5M
XTX Topco Ltd 0.27% Add +1713.7% 48,553 $6.4M
ProShare Advisors LLC 0.01% Add +8.3% 47,421 $6.3M
Decade Renewable Partners LP 5.05% New 47,000 $6.2M
Two Sigma Investments, LP 0.01% Add +8.9% 46,898 $6.2M
QRG Capital Management, Inc. 0.05% Add +33.7% 46,651 $6.2M
Cetera Investment Advisers 0.01% Add +1.8% 46,306 $6.1M
Engineers Gate Manager LP 0.07% Add +67.4% 45,541 $6.0M
Ontario Teachers Pension Plan Board 0.13% Add +46.5% 45,053 $6.0M
Retirement Systems of Alabama 0.02% Reduce -0.0% 44,529 $5.9M
Hantz Financial Services, Inc. 0.09% Add +22.8% 52,279 $5.8M
Federated Hermes, Inc. 0.01% Add +2.2% 43,192 $5.7M
Public Sector Pension Investment Board 0.02% Reduce -23.0% 42,710 $5.7M
Banco Santander, S.A. 0.05% Add +0.7% 41,564 $5.5M
Amalgamated Bank 0.04% Add +2.1% 41,082 $5.4M
Great Lakes Advisors, LLC 0.04% Add +191.8% 40,293 $5.3M
Citadel Advisors 0.00% New 40,159 $5.3M
Ieq Capital, LLC 0.03% Add +3.0% 40,110 $5.3M
Mariner, LLC 0.01% Add +3.8% 39,691 $5.3M
Mercer Global Advisors Inc. 0.01% Add +7.2% 39,544 $5.2M
Employees Retirement System of Texas 0.05% New 38,745 $5.1M
Bank of Nova Scotia 0.01% Reduce -59.3% 38,498 $5.1M
Northside Capital Management, LLC 0.39% New 38,238 $5.1M
Allianz Asset Management GmbH 0.01% Reduce -36.4% 37,509 $5.0M
Cerity Partners LLC 0.01% Add +2.3% 37,384 $5.0M
Lido Advisors, LLC 0.03% Add +29.8% 37,201 $4.9M
Gallo Partners, LP 3.22% New 37,184 $4.9M
Xponance LLC 0.04% Reduce -53.1% 36,812 $4.9M
DekaBank Deutsche Girozentrale 0.01% Add +0.3% 35,613 $4.6M
Gabelli Funds LLC 0.03% No change 35,000 $4.6M
Susquehanna International Group, LLP 0.01% Add +50.6% 34,516 $4.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.8% 34,150 $4.5M
Utah Retirement Systems 0.05% Reduce -0.4% 34,012 $4.5M
Pallas Capital Advisors LLC 0.17% Add +0.7% 34,000 $4.5M
Yousif Capital Management, LLC 0.05% Reduce -0.4% 33,583 $4.4M
Guggenheim Capital LLC 0.04% Add +2.6% 33,574 $4.4M
CIBC Asset Management Inc 0.01% Reduce -7.3% 33,169 $4.4M
Patton Albertson Miller Group, LLC 0.57% Add +7.9% 32,961 $4.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -17.6% 32,658 $4.3M
Jacobs Levy Equity Management, Inc. 0.02% Add +1.1% 32,557 $4.3M
USS Investment Management Ltd 0.03% No change 32,394 $4.3M
Police & Firemen's Retirement System of New Jersey 0.04% Add +4.4% 31,296 $4.1M
Waverly Advisors, LLC 0.05% Add +1.1% 31,292 $4.1M
Sit Investment Associates Inc. 0.09% Reduce -7.9% 31,185 $4.1M
CoreCap Advisors, LLC 0.17% Add +7.5% 31,078 $4.1M
IFM Investors Pty Ltd 0.04% Add +0.8% 30,696 $4.1M
Eley Financial Management, Inc 1.55% Add +1.0% 30,471 $4.0M
Occudo Quantitative Strategies LP 0.45% New 29,945 $4.0M
Summit Global Investments 0.23% Add +35.5% 29,516 $3.9M
Morton Community Bank 0.97% Add +3.6% 29,386 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -0.5% 29,278 $3.9M
Virtu Financial LLC 0.20% Add +1673.0% 29,184 $3.9M
New York Life Investment Management LLC 0.03% Add +1.8% 28,087 $3.7M
Pacer Advisors, Inc. 0.01% Add +33.7% 27,662 $3.7M
Icon Advisers Inc. 0.83% No change 27,259 $3.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +18.7% 27,196 $3.6M
Rockefeller Capital Management L.P. 0.01% Reduce -0.3% 26,997 $3.6M
Cibc World Markets Corp. 0.02% Add +4.5% 26,112 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +2.3% 25,969 $3.4M
STRS Ohio 0.01% Add +82.6% 25,286 $3.3M
Sanctuary Advisors, LLC 0.02% Reduce -1.7% 25,106 $3.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +2.3% 24,711 $3.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.2% 24,291 $3.2M
Pathstone Holdings, LLC 0.01% Add +2.5% 24,089 $3.2M
Horizon Investments, LLC 0.05% Add +143.4% 24,097 $3.2M
Cwm, LLC 0.01% Add +7.4% 23,848 $3.2M
Mutual of America Capital Management LLC 0.03% Reduce -1.3% 23,793 $3.2M
Mackenzie Financial Corp. 0.00% Add +1.9% 23,630 $3.1M
US Bancorp \de 0.00% Reduce -0.2% 23,368 $3.1M
Wealthfront Advisers LLC 0.01% Add +11.8% 23,340 $3.1M
State of Alaska, Department of Revenue 0.03% Reduce -4.1% 23,292 $3.1M
Commerce Bank 0.02% Reduce -0.3% 22,492 $3.0M
Woodline Partners LP 0.02% Add +28.2% 22,447 $3.0M
Gilliland Jeter Wealth Management LLC 0.97% No change 22,425 $3.0M
Rafferty Asset Management, LLC 0.01% Add +19.6% 22,298 $3.0M
Royal London Asset Management Ltd. 0.01% Reduce -6.2% 22,218 $2.9M
Meiji Yasuda Asset Management Co Ltd. 0.15% Reduce -16.1% 22,165 $2.9M
Lincoln Capital Corp. 1.13% Add +1.8% 22,117 $2.9M
MML Investors Services, LLC 0.01% Add +6.9% 21,799 $2.9M
UniSuper Management Pty Ltd 0.02% Reduce -2.3% 20,996 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -3.6% 20,655 $2.7M
AXA S.A. 0.01% New 20,329 $2.7M
J.W. Cole Advisors, Inc. 0.06% Add +6.0% 19,834 $2.6M
Huntington National Bank 0.02% Reduce -4.3% 19,819 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -7.3% 19,604 $2.6M
Larson Financial Group LLC 0.10% Add +15.2% 19,528 $2.6M
Public Employees Retirement Association of Colorado 0.01% No change 19,099 $2.5M
Edgestream Partners, L.P. 0.07% New 18,931 $2.5M
Quantbot Technologies LP 0.06% New 18,898 $2.5M
Captrust Financial Advisors 0.01% Reduce -2.2% 18,890 $2.5M
Advisory Services Network, LLC 0.04% Add +21.1% 17,966 $2.5M
KBC Group NV 0.01% Reduce -4.5% 18,551 $2.5M
Fox Run Management, L.L.C. 0.41% New 18,420 $2.4M
Abc Arbitrage SA 0.28% New 18,330 $2.4M
Daiichi Life Insurance Co., Ltd. 0.07% Reduce -12.3% 17,949 $2.4M
Oregon Public Employees Retirement Fund 0.04% Add +0.6% 17,866 $2.4M
&partners 0.02% Add +54.4% 17,727 $2.3M
Private Advisor Group, LLC 0.01% Add +13.4% 17,601 $2.3M
Hennion & Walsh Asset Management, Inc. 0.09% Add +11.5% 17,328 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +6.1% 17,057 $2.3M
LMCG Investments, LLC 0.14% Reduce -4.0% 17,053 $2.3M
NEOS Investment Management LLC 0.03% Add +26.7% 16,938 $2.2M
Macquarie Group Ltd. 0.00% Reduce -18.1% 16,670 $2.2M
Arvest Bank Trust Division 0.13% Reduce -68.1% 16,539 $2.2M
Elo Mutual Pension Insurance Co 0.04% Add +10.0% 16,536 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.6% 16,249 $2.2M
Wbi Investments, LLC 0.55% New 15,980 $2.1M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -2.4% 15,662 $2.1M
Planning Alternatives Ltd. 0.29% No change 15,581 $2.1M
Sequoia Financial Advisors, LLC 0.01% Add +1.1% 15,181 $2.0M
Canada Post Corp Registered Pension Plan 0.12% New 15,180 $2.0M
HighPoint Advisor Group LLC 0.11% Add +2.5% 15,095 $2.0M
Hancock Whitney Corp. 0.04% Add +1.4% 14,899 $2.0M
Jones Financial Companies LLLP 0.00% Add +50.5% 14,942 $2.0M
Avantax Advisory Services, Inc. 0.01% Reduce -1.4% 14,502 $1.9M
Sterling Capital Management LLC 0.03% Add +21.1% 14,460 $1.9M
Mizuho Securities USA LLC 0.04% — 14,344 $1.9M
WNY Asset Management, LLC 0.21% Add +224.0% 14,119 $1.9M
Swiss Life Asset Management Ltd 0.01% Reduce -71.7% 13,812 $1.8M
Ascent Group, LLC 0.07% Add +0.8% 13,677 $1.8M
Miller Howard Investments Inc. 0.06% Add +5.7% 13,604 $1.8M
Modern Wealth Management, LLC 0.04% Add +3.9% 13,346 $1.8M
Kentucky Retirement Systems 0.05% Reduce -6.1% 13,246 $1.8M
Ameritas Investment Partners, Inc. 0.05% Add +0.3% 13,114 $1.7M
Nebula Research & Development LLC 0.15% New 13,043 $1.7M
First American Bank 0.12% Add +5.2% 12,938 $1.7M
Jump Financial, LLC 0.02% Add +154.5% 12,677 $1.7M
Hartford Investment Management Co. 0.05% Reduce -0.4% 12,498 $1.7M
Norinchukin Bank, The 0.02% Add +8.6% 12,427 $1.6M
Two Sigma Securities, LLC 0.20% New 12,331 $1.6M
Intech Investment Management LLC 0.02% Reduce -3.5% 12,247 $1.6M
Fulton Bank, N.A. 0.06% Reduce -7.1% 12,176 $1.6M
NorthCoast Asset Management LLC 0.01% Add +2.5% 11,825 $1.6M
Spirit of America Management Corp. 0.32% Add +13.0% 11,750 $1.6M
Sculati Wealth Management, LLC 0.59% Reduce -2.0% 11,749 $1.6M
Plante Moran Financial Advisors, LLC 0.11% Reduce -7.1% 11,639 $1.5M
Johnson Financial Group, Inc. 0.07% Add +10.5% 11,539 $1.5M
Atria Investments, Inc 0.02% Add +0.6% 11,354 $1.5M
Versor Investments LP 0.26% Add +36.7% 11,338 $1.5M
Columbia Asset Management 0.29% Reduce -2.6% 11,272 $1.5M
Truist Financial Corp. 0.00% Add +0.6% 11,002 $1.5M
Bernard Wealth Management Corp. 0.67% Add +7.9% 10,991 $1.5M
Peddock Capital Advisors, LLC 0.34% Add +30.8% 10,943 $1.4M
iA Global Asset Management Inc. 0.02% Add +285.3% 10,938 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 10,900 $1.4M
Leo Wealth, LLC 0.11% Add +15.6% 10,824 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -1.2% 10,798 $1.4M
Retirement Guys Formula LLC 0.53% Add +3.4% 10,627 $1.4M
Arvest Investments, Inc. 0.21% Reduce -25.4% 10,571 $1.4M
Blair William & Co. 0.00% Add +3.0% 10,500 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +7.2% 10,490 $1.4M
Empowered Funds, LLC 0.02% Add +5.3% 10,435 $1.4M
Profund Advisors LLC 0.05% Add +27.8% 10,431 $1.4M
Gulf International Bank (UK) Ltd 0.05% Reduce -13.1% 10,321 $1.4M
Maryland State Retirement & Pension System 0.03% Add +4.2% 10,071 $1.3M
GMO 0.00% Add +93.3% 10,060 $1.3M
New Mexico Educational Retirement Board 0.04% No change 9,696 $1.3M
Dana Investment Advisors, Inc. 0.04% Add +15.9% 9,629 $1.3M
Park Avenue Securities LLC 0.01% Reduce -3.0% 9,626 $1.3M
Sherbrooke Park Advisers LLC 0.55% Add +34.9% 9,507 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Add +53.2% 9,434 $1.2M
Choreo, LLC 0.02% Add +3.2% 9,332 $1.2M
Tounjian Advisory Partners, LLC 0.24% Reduce -1.3% 8,938 $1.2M
Johnson Investment Counsel Inc. 0.01% Add +0.0% 9,308 $1.2M
Cadence Bank 0.08% Add +0.3% 9,278 $1.2M
Independent Advisor Alliance 0.04% Add +3.3% 9,149 $1.2M
Ethic Inc. 0.02% Add +14.8% 9,206 $1.2M
UMB Bank, n.a. 0.02% Add +0.5% 9,089 $1.2M
Axxcess Wealth Management, LLC 0.03% Reduce -0.4% 9,086 $1.2M
Intrust Bank NA 0.11% Add +4.8% 9,086 $1.2M
Oliver Lagore Vanvalin Investment Group 0.47% — 8,617 $1.2M
Westpac Banking Corp. 0.08% No change 8,895 $1.2M
Stephens Consulting, LLC 0.28% Reduce -1.6% 8,894 $1.2M
GAMMA Investing LLC 0.07% Add +3.7% 8,878 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +26.9% 8,848 $1.2M
FCG Investment Co 0.60% New 8,747 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -45.7% 8,668 $1.1M
iSAM Funds (UK) Ltd 0.25% New 8,622 $1.1M
Exchange Traded Concepts, LLC 0.01% Reduce -0.9% 8,341 $1.1M
PFG Investments, LLC 0.06% Add +1.2% 8,335 $1.1M
City Holding Co. 0.14% Add +3.3% 8,327 $1.1M
Azimuth Capital Investment Management LLC 0.04% Reduce -3.5% 8,282 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +235.0% 8,278 $1.1M
Dark Forest Capital Management LP 0.04% Reduce -77.8% 8,249 $1.1M
Holocene Advisors, LP 0.00% New 8,172 $1.1M
Quadrant Capital Group LLC 0.04% Reduce -4.2% 8,098 $1.1M
Impact Capital Partners LLC 0.35% Reduce -0.3% 8,077 $1.1M
Sigma Investment Counselors Inc. 0.06% Add +0.4% 7,907 $1.0M
International Assets Investment Management, LLC 0.08% Reduce -2.9% 7,874 $1.0M
CI Investments Inc. 0.00% Add +19.3% 7,758 $1.0M
M&T Bank Corp 0.00% Add +3.0% 7,746 $1.0M
Founders Financial Securities LLC 0.08% Add +2.6% 7,715 $1.0M
M1 Capital Management LLC 0.51% Add +0.9% 7,688 $1.0M
Federation des caisses Desjardins du Quebec 0.00% Add +2.6% 7,662 $1.0M
Fifth Third Bancorp 0.00% Reduce -1.9% 7,559 $1.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -4.6% 7,528 $997K
Entropy Technologies, LP 0.08% Add +11.6% 7,444 $986K
Metis Global Partners, LLC 0.03% Reduce -10.3% 7,411 $982K
OMERS ADMINISTRATION Corp 0.01% No change 7,394 $979K
Trivium Point Advisory, LLC 0.10% Reduce -7.6% 7,286 $965K
Merit Financial Group, LLC 0.01% Add +9.0% 7,226 $957K
Vestcor Inc 0.03% Reduce -11.1% 7,228 $957K
Strategic Investment Advisors / MI 0.09% Reduce -18.1% 7,211 $955K
Empirical Finance, LLC 0.05% Add +0.7% 7,183 $951K
Brevan Howard Capital Management LP 0.01% Add +234.9% 7,150 $947K
Mason Investment Advisory Services, Inc. 0.05% Reduce -2.4% 7,114 $942K
Paradigm Asset Management Co. LLC 0.23% Reduce -37.5% 7,000 $927K
Natixis 0.00% New 6,991 $926K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.9% 6,982 $925K
USA Financial Formulas 0.16% New 6,888 $912K
Capital International Sarl 0.02% No change 6,755 $895K
Friedenthal Financial 0.49% New 6,715 $889K
Probity Advisors, Inc. 0.16% Add +0.9% 6,704 $888K
Prosperity Consulting Group, LLC 0.06% Reduce -3.4% 6,699 $887K
Zacks Investment Management 0.01% Add +189.4% 6,673 $884K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.4% 6,619 $877K
United Capital Financial Advisors, LLC 0.01% Add +3.6% 6,617 $876K
Copperwynd Financial, LLC 0.22% Reduce -0.1% 6,601 $874K
Banque Cantonale Vaudoise 0.04% Reduce -0.3% 6,573 $871K
Capital Investment Advisors, LLC 0.02% Reduce -4.8% 6,544 $867K
Cranbrook Wealth Management, LLC 0.18% Add +322.6% 6,541 $866K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +7.5% 6,433 $852K
Integrated Wealth Concepts LLC 0.01% Add +28.3% 6,388 $846K
Centennial Wealth Advisory LLC 0.27% Reduce -2.4% 6,355 $842K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.8% 6,273 $831K
Orion Porfolio Solutions, LLC 0.01% Add +2.1% 6,249 $828K
Prospera Financial Services Inc 0.02% Add +37.1% 6,179 $819K
Centaurus Financial, Inc. 0.05% New 6,106 $809K
Altfest L J & Co. Inc. 0.10% Add +1.5% 6,085 $806K
Savant Capital, LLC 0.01% Reduce -18.3% 6,037 $800K
Diversify Advisory Services, LLC 0.03% New 5,707 $798K
Farther Finance Advisors, LLC 0.02% Add +40.7% 6,008 $796K
Finward Bancorp 0.63% No change 6,000 $795K
Squarepoint Ops LLC 0.00% Add +0.3% 5,995 $794K
Lazard Asset Management LLC 0.00% Add +40.9% 5,935 $785K
Parcion Private Wealth LLC 0.06% Add +0.9% 5,895 $781K
Crossmark Global Holdings, Inc. 0.01% Reduce -9.3% 5,882 $779K
Elevated Capital Advisors, LLC 0.22% No change 5,628 $778K
TFG Advisers LLC 0.27% Reduce -0.7% 5,852 $775K
CHICAGO TRUST Co NA 0.11% New 5,839 $773K
Kestra Private Wealth Services, LLC 0.01% Reduce -11.0% 5,830 $772K
North Star Investment Management Corp. 0.05% Add +0.0% 5,785 $766K
Kingsview Wealth Management, LLC 0.01% Add +0.3% 5,775 $765K
Pinnacle Associates Ltd. 0.01% Add +1.9% 5,758 $763K
Wealthspire Advisors, LLC 0.00% Reduce -6.8% 5,750 $762K
Lakeshore Financial Planning, Inc. 0.31% Add +0.1% 5,747 $761K
Impact Partnership Wealth, LLC 0.14% Reduce -40.3% 5,644 $748K
Greenleaf Trust 0.01% Reduce -8.9% 5,639 $747K
Assenagon Asset Management S.A. 0.00% No change 5,635 $746K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -6.5% 5,621 $745K
Oppenheimer Asset Management Inc. 0.01% Add +0.2% 5,606 $743K
Arax Advisory Partners 0.03% Add +42.6% 1,058 $735K
Tectonic Advisors LLC 0.04% Reduce -1.5% 5,517 $731K
CW Advisors, LLC 0.01% Add +8.2% 5,464 $724K
Meeder Advisory Services, Inc. 0.04% Add +0.7% 5,383 $713K
Concurrent Investment Advisors, LLC 0.01% New 5,376 $712K
Rehmann Capital Advisory Group 0.04% Reduce -2.5% 5,352 $709K
Legacy Private Trust Co. 0.05% Reduce -0.1% 5,285 $700K
Callan Family Office, LLC 0.02% Add +198.0% 5,256 $696K
Allworth Financial LP 0.00% Add +104.1% 5,241 $694K
Ingalls & Snyder LLC 0.02% No change 5,238 $694K
Kintra Wealth, LLC 0.42% Reduce -8.8% 5,221 $692K
Acorn Wealth Advisors, LLC 0.25% Add +0.6% 5,149 $682K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.5% 5,127 $679K
Investment Management Corp of Ontario 0.01% Reduce -13.7% 5,042 $668K
Brookstone Capital Management 0.01% Add +63.5% 4,973 $659K
Vident Advisory, LLC 0.01% Reduce -2.5% 4,968 $658K
Vise Technologies, Inc. 0.03% — 4,948 $655K
Advisors Asset Management, Inc. 0.01% Reduce -19.2% 4,906 $650K
Voleon Capital Management LP 0.04% Reduce -60.6% 4,904 $650K
Sagespring Wealth Partners, LLC 0.01% Add +48.2% 4,903 $649K
Wealthcare Advisory Partners LLC 0.01% Add +93.8% 4,898 $649K
Twin Capital Management Inc. 0.07% Reduce -0.9% 4,874 $646K
AlphaQuest LLC 0.06% Add +1597.9% 4,873 $645K
Stephens Inc. 0.01% Add +6.6% 4,855 $643K
Venturi Wealth Management, LLC 0.03% Reduce -1.5% 4,854 $643K
D.A. Davidson & Co. 0.00% Add +2.5% 4,793 $635K
MAI Capital Management 0.00% Add +8.1% 4,775 $633K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.5% 4,763 $631K
Center for Financial Planning, Inc. 0.07% Reduce -2.2% 4,727 $626K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -35.8% 4,658 $617K
Gladstone Institutional Advisory LLC 0.03% Add +2.8% 4,641 $615K
William Mack & Associates, Inc. 0.39% No change 4,631 $613K
Centiva Capital, LP 0.04% New 4,627 $613K
Advance Capital Management, Inc. 0.03% Reduce -0.9% 4,609 $611K
SS&H Financial Advisors, Inc. 0.20% Reduce -9.8% 4,600 $609K
Mufg Securities Americas Inc. 0.05% Add +25.4% 4,599 $609K
Jacobi Capital Management LLC 0.04% Add +3.0% 4,577 $606K
Farringdon Capital, Ltd. 0.20% New 4,576 $606K
Chicago Partners Investment Group LLC 0.02% Add +12.8% 4,348 $601K
Keybank National Association 0.00% Add +1.6% 4,525 $599K
Secure Asset Management, LLC 0.11% Add +8.5% 4,481 $594K
Hummer Financial Advisory Services Inc 0.44% No change 4,413 $589K
Carnegie Investment Counsel 0.01% Reduce -1.5% 4,442 $588K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 4,429 $587K
Summit Trail Advisors, LLC 0.01% New 4,323 $579K
Bayforest Capital Ltd 0.25% New 4,372 $579K
Chicago Capital, LLC 0.01% No change 4,364 $578K
MGB Wealth Management, LLC 0.19% Add +9.7% 4,359 $574K
Princeton Global Asset Management LLC 0.10% No change 4,305 $570K
Praxis Investment Management Inc. 0.04% No change 4,300 $570K
Meiji Yasuda Life Insurance Co 0.02% Reduce -24.0% 4,301 $570K
SageView Advisory Group, LLC 0.02% Reduce -0.2% 4,117 $565K
Atria Wealth Solutions, Inc. 0.01% Reduce -54.1% 4,230 $561K
Davis Investment Partners, LLC 0.20% Reduce -12.9% 4,157 $551K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -45.2% 4,098 $543K
Assetmark, Inc. 0.00% Add +29.5% 4,056 $537K
Venture Visionary Partners LLC 0.02% Reduce -0.1% 4,035 $535K
CENTRAL TRUST Co 0.01% No change 4,035 $534K
Harbour Investments, Inc. 0.01% Add +4.1% 4,017 $532K
Huber Capital Management LLC 0.09% Add +17.7% 3,984 $528K
My Legacy Advisors, LLC 0.19% Reduce -5.4% 3,908 $522K
Perigon Wealth Management, LLC 0.01% Add +0.2% 3,935 $521K
Inscription Capital, LLC 0.07% Add +30.5% 3,928 $520K
HB Wealth Management, LLC 0.00% Reduce -0.5% 3,903 $517K
Glenview Trust Co 0.01% Reduce -1.1% 3,900 $517K
OneDigital Investment Advisors LLC 0.01% Reduce -0.6% 3,895 $516K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -12.8% 3,885 $515K
Coldstream Capital Management Inc. 0.01% Add +1.5% 3,885 $515K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.8% 3,863 $512K
Nemes Rush Group LLC 0.06% Reduce -30.3% 3,839 $509K
World Investment Advisors 0.01% Add +71.9% 3,829 $507K
McKinley Carter Wealth Services, Inc. 0.03% No change 3,827 $507K
111 Capital 0.09% New 3,815 $505K
Arbor Wealth Advisors LLC 0.41% No change 3,808 $504K
GEM Asset Management, LLC 0.25% Add +4.4% 3,777 $495K
Gallagher Fiduciary Advisors, LLC 0.02% Add +7.8% 3,717 $492K
NorthRock Partners, LLC 0.01% Add +41.6% 3,681 $491K
EP Wealth Advisors, LLC 0.00% Add +31.0% 3,700 $490K
Steward Partners Investment Advisory, LLC 0.00% Reduce -17.8% 3,677 $487K
Ethos Financial Group, LLC 0.04% No change 3,668 $486K
SJS Investment Consulting Inc. 0.08% Reduce -0.2% 3,665 $485K
FSA Advisors, Inc. 0.39% Reduce -68.4% 3,661 $485K
South Dakota Investment Council 0.01% No change 3,600 $477K
Maridea Wealth Management LLC 0.12% New 3,600 $477K
Signal Advisors Wealth, LLC 0.04% Add +5.0% 3,572 $473K
Quadrature Capital Ltd 0.01% New 3,559 $471K
Wellington Shields & Co., LLC 0.13% No change 3,500 $464K
Aviva PLC 0.00% No change 3,463 $459K
Foguth Wealth Management, LLC. 0.10% Reduce -16.1% 3,441 $456K
Old North State Wealth Management, LLC 0.24% Add +0.7% 3,414 $453K
IFP Advisors, Inc 0.01% Reduce -80.7% 3,292 $447K
Carrera Capital Advisors 0.09% Add +53.3% 3,342 $446K
Sovereign Financial Group, Inc. 0.09% Reduce -0.1% 3,340 $442K
Financial Advisors Network, Inc. 0.07% Add +10.6% 3,311 $439K
Csenge Advisory Group 0.02% Reduce -7.1% 3,190 $436K
DAVENPORT & Co LLC 0.00% Add +35.8% 3,287 $435K
Coppell Advisory Solutions LLC 0.05% Add +58.6% 3,275 $431K
Everstar Asset Management, LLC 0.26% New 3,653 $431K
Alps Advisors Inc. 0.00% New 3,238 $429K
Syon Capital LLC 0.03% Add +63.4% 3,235 $429K
Ramirez Asset Management, Inc. 0.06% No change 3,235 $429K
True Link Financial Advisors, LLC 0.03% No change 3,233 $428K
Balanced Wealth Group LLC 0.19% Add +0.0% 3,088 $427K
Ashton Thomas Securities, LLC 0.10% New 3,220 $427K
V-Square Quantitative Management LLC 0.06% Add +9.4% 3,218 $426K
Worldquant Millennium Advisors LLC 0.00% Add +28.2% 3,201 $424K
Blue Trust, Inc. 0.01% Add +17.4% 3,199 $424K
GTS Securities LLC 0.02% Reduce -48.0% 3,178 $421K
Cary Street Partners Financial LLC 0.01% New 3,176 $421K
Brown Wealth Management, LLC 0.13% Add +1.7% 3,155 $418K
Geneos Wealth Management Inc. 0.01% Add +55.9% 3,138 $416K
Signaturefd, LLC 0.01% Reduce -1.3% 3,129 $414K
Aptus Capital Advisors, LLC 0.00% Add +3.3% 3,078 $408K
Baker Tilly Wealth Management, LLC 0.15% Reduce -5.1% 3,073 $407K
SG Americas Securities, LLC 0.00% Reduce -99.1% 3,056 $405K
Boothbay Fund Management, LLC 0.01% New 3,034 $402K
Pinnacle Wealth Management Group, Inc. 0.23% No change 3,023 $400K
Palisade Asset Management, LLC 0.04% No change 3,000 $397K
Smith Group Asset Management, LLC 0.03% No change 3,000 $397K
Foundations Investment Advisors, LLC 0.01% Reduce -47.0% 2,992 $396K
Stonebrook Private Inc. 0.09% Add +0.4% 2,983 $395K
Quaero Capital S.A. 1.23% New 2,960 $392K
Essex Financial Services, Inc. 0.03% Add +76.0% 2,941 $390K
PharVision Advisers, LLC 0.56% New 2,928 $388K
Benjamin Edwards Inc. 0.00% Add +7.6% 2,903 $385K
Confluence Wealth Services, Inc. 0.02% Add +2.1% 2,892 $383K
Fiduciary Alliance LLC 0.03% Reduce -20.4% 2,831 $375K
Claris Financial LLC 0.28% Add +1.7% 2,815 $373K
Kaydan Wealth Management, Inc. 0.12% No change 2,797 $370K
Paragon Private Wealth Management, LLC 0.15% Reduce -9.4% 2,797 $370K
Cresset Asset Management, LLC 0.00% Reduce -75.9% 2,750 $367K
Clearstead Advisors, LLC 0.01% Add +101.8% 2,754 $365K
Comprehensive Financial Consultants Institutional, Inc. 0.12% Reduce -11.7% 2,722 $361K
Mgo One Seven LLC 0.01% Reduce -1.4% 2,721 $360K
Icon Wealth Advisors, LLC 0.03% Add +2.3% 2,721 $360K
Optas, LLC 0.07% New 2,696 $357K
NBT Bank, N.A. 0.02% No change 2,684 $356K
Apollon Wealth Management, LLC 0.01% Add +11.1% 2,682 $355K
EntryPoint Capital, LLC 0.17% Reduce -3.7% 2,605 $345K
Equitable Holdings, Inc. 0.00% Add +3.3% 2,602 $345K
Bluefin Capital Management, LLC 0.27% New 2,600 $344K
Danske Bank A/S 0.00% Add +30.4% 2,575 $341K
Sage Mountain Advisors LLC 0.02% Add +11.7% 2,566 $340K
J2 Capital Management Inc 0.27% No change 2,528 $335K
SkyOak Wealth, LLC 0.07% Add +0.0% 2,525 $334K
Bar Harbor Wealth Management 0.02% Add +28.4% 2,516 $333K
Romano Brothers and Company 0.04% No change 2,510 $332K
WealthBridge Capital Management, LLC 0.08% No change 2,507 $332K
Level Four Advisory Services, LLC 0.01% New 2,487 $330K
Smartleaf Asset Management LLC 0.03% Reduce -12.0% 2,486 $327K
Winthrop Capital Management, LLC 0.08% Add +1.4% 2,470 $327K
Midwest Capital Advisors, LLC 0.17% No change 2,467 $327K
Affinity Wealth Management LLC 0.05% No change 2,459 $326K
Apella Capital, LLC 0.01% Add +1.7% 2,444 $321K
Regal Investment Advisors LLC 0.02% Add +0.1% 2,417 $320K
MeadowBrook Investment Advisors LLC 0.29% No change 2,416 $320K
Bryn Mawr Trust Advisors, LLC 0.02% Add +18.1% 2,391 $317K
Diversified Trust Co. 0.01% Reduce -5.7% 2,387 $316K
Tiaa Trust, National Association 0.00% Reduce -6.9% 2,376 $315K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.6% 2,365 $313K
Retirement Income Solutions, Inc. 0.06% Reduce -21.9% 2,365 $313K
Redwood Wealth Management Group, LLC 0.14% Reduce -0.6% 2,352 $312K
Summit Financial Consulting LLC 0.28% Reduce -4.4% 2,341 $310K
Prime Capital Investment Advisors, LLC 0.00% Reduce -26.4% 2,334 $309K
Fifth Third Wealth Advisors LLC 0.01% Reduce -5.1% 2,325 $308K
Dynasty Wealth Management, LLC 0.01% Reduce -34.1% 2,324 $308K
Hilltop Partners LLC 0.09% New 2,304 $305K
PBMares Wealth Management LLC 0.06% No change 2,301 $305K
Prelude Capital Management, LLC 0.03% Reduce -47.0% 2,299 $305K
Advisory Alpha, LLC 0.01% Add +0.6% 2,294 $304K
Evergreen Capital Management LLC 0.01% Reduce -0.6% 2,239 $299K
Trust Co. of Toledo NA 0.03% Add +36.7% 2,236 $296K
NewEdge Wealth, LLC 0.00% Reduce -11.8% 2,105 $295K
Prossimo Advisors, LLC 0.24% Reduce -4.7% 2,215 $293K
HBK Sorce Advisory LLC 0.01% Add +0.6% 2,211 $293K
International Private Wealth Advisors LLC 0.25% Reduce -15.6% 2,206 $292K
Asset Allocation Strategies LLC 0.06% Add +6.5% 2,190 $290K
denkapparat Operations GmbH 0.23% Reduce -4.4% 2,190 $290K
Discipline Wealth Solutions, LLC 0.11% Reduce -2.5% 2,189 $290K
Graham Capital Management, L.P. 0.01% New 2,184 $289K
Independent Financial Group, LLC 0.01% Add +2.5% 2,184 $289K
Fiduciary Family Office, LLC 0.09% Add +6.1% 2,158 $286K
Agp Franklin, LLC 0.15% No change 2,145 $284K
Whittier Trust Co. 0.00% No change 2,145 $284K
Farmers Trust Co. 0.05% No change 2,143 $284K
Scientech Research LLC 0.07% Reduce -66.4% 2,137 $283K
Graypoint LLC 0.02% Add +5.5% 2,133 $283K
Summit Financial Strategies, Inc. 0.03% No change 2,133 $283K
Diversified Portfolios, Inc. 0.03% Add +12.3% 2,124 $281K
Nomura Holdings Inc. 0.00% Reduce -67.6% 2,119 $281K
AlphaCore Capital LLC 0.01% New 2,120 $281K
R Squared Ltd 0.15% Reduce -29.6% 2,105 $279K
Tidal Investments LLC 0.00% Reduce -1.1% 2,105 $279K
AIFG Consultants Ltd. 0.54% No change 2,099 $278K
Aspen Investment Management Inc 0.12% No change 2,088 $277K
Parallel Advisors, LLC 0.01% Add +0.7% 2,089 $277K
Private Trust Co. NA 0.03% Reduce -0.6% 2,086 $276K
Belpointe Asset Management LLC 0.01% Add +0.3% 2,082 $276K
Stonegate Investment Group, LLC 0.01% Reduce -1.2% 2,070 $274K
Calydon Capital 0.03% Reduce -2.3% 2,060 $273K
Bessemer Group Inc. 0.00% Reduce -6.4% 2,051 $272K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -3.6% 2,030 $269K
Capital Asset Advisory Services LLC 0.01% Add +0.2% 2,017 $267K
Cigna Investments Inc. 0.05% Reduce -1.8% 2,015 $267K
ICONIQ Capital, LLC 0.00% Add +0.6% 2,015 $267K
XML Financial, LLC 0.02% No change 2,000 $265K
Dahring | Cusmano LLC 0.21% Add +0.8% 1,988 $263K
Stanley-Laman Group, Ltd. 0.04% Add +15.6% 1,983 $263K
Smith, Moore & Co. 0.02% Reduce -0.1% 1,974 $261K
Citizens Financial Group Inc. 0.00% Add +20.2% 1,972 $261K
Fermata Advisors, LLC 0.07% Add +3.3% 1,971 $261K
Quantum Financial Advisors, LLC 0.04% Add +0.4% 1,958 $259K
Aspiriant, LLC 0.01% New 1,957 $259K
Triton Wealth Management, PLLC 0.11% — 1,858 $258K
Fiduciary Trust Co 0.00% Reduce -8.0% 1,948 $258K
Hartline Investment Corp./ 0.03% No change 1,948 $258K
Brown Advisory Inc. 0.00% Reduce -5.2% 1,934 $256K
NorthCrest Asset Manangement, LLC 0.01% New 1,925 $254K
MBB Public Markets I LLC 0.03% Reduce -18.4% 1,903 $252K
Optimize Financial Inc. 0.15% Reduce -0.6% 1,891 $250K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.2% 1,890 $250K
Old Mission Investment Co LLC 0.07% Reduce -5.0% 1,889 $250K
Ascentis Independent Advisors 0.05% Reduce -2.1% 1,887 $250K
Oppenheimer & Co. Inc. 0.00% Reduce -11.5% 1,874 $248K
Oxler Private Wealth LLC 0.08% Reduce -16.2% 1,868 $247K
Checchi Capital Advisers, LLC 0.02% Reduce -10.1% 1,847 $245K
Mather Group, Llc. 0.00% Add +1.4% 1,846 $244K
Atlanta Consulting Group Advisors, LLC 0.07% Add +0.2% 1,827 $244K
Pointe Capital Management LLC 0.13% No change 1,829 $242K
626 Financial, LLC 0.11% New 1,820 $241K
NTV Asset Management LLC 0.03% Reduce -14.2% 1,820 $241K
CreativeOne Wealth, LLC 0.01% New 1,793 $238K
Snowden Capital Advisors LLC 0.01% Add +3.5% 1,775 $237K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% Reduce -11.8% 1,788 $237K
Roof Eidam Maycock Peralta, LLC 0.06% No change 1,783 $236K
Calton & Associates, Inc. 0.04% Reduce -16.6% 1,774 $235K
Crestwood Advisors Group, LLC 0.00% Add +5.1% 1,767 $234K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +10.0% 1,763 $234K
Commerzbank Aktiengesellschaft 0.01% No change 1,754 $233K
Personal Cfo Solutions, LLC 0.04% Reduce -1.6% 1,739 $230K
Atom Investors LP 0.02% No change 1,728 $229K
Financial Advisory Corp 0.03% No change 1,710 $227K
Clifford Swan Investment Counsel LLC 0.01% Reduce -5.6% 1,700 $225K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +1.7% 1,693 $224K
Caldwell Trust Co 0.02% Reduce -3.8% 1,688 $224K
Morey & Quinn Wealth Partners, LLC 0.18% Add +0.4% 1,680 $223K
Principal Securities, Inc. 0.00% Reduce -25.0% 1,678 $222K
Quotient Wealth Partners, LLC 0.01% Reduce -7.3% 1,675 $222K
White Pine Investment CO 0.06% Reduce -1.7% 1,667 $221K
Gateway Investment Advisers LLC 0.00% Reduce -0.2% 1,667 $221K
Longboard Asset Management, LP 0.55% No change 1,666 $221K
Empower Advisory Group, LLC 0.00% Reduce -9.9% 1,662 $220K
Aprio Wealth Management, LLC 0.02% Add +14.5% 1,662 $220K
CX Institutional 0.01% Add +0.9% 1,660 $220K
Valeo Financial Advisors, LLC 0.01% Add +10.9% 1,637 $217K
Patton Fund Management, Inc. 0.05% New 1,634 $216K
Rothschild Investment LLC 0.01% Add +12.4% 1,629 $216K
Arbor Trust Wealth Advisors, LLC 0.11% Reduce -55.9% 1,612 $215K
Affinity Investment Advisors, LLC 0.16% No change 1,620 $215K
Second Line Capital, LLC 0.05% Add +3.2% 1,606 $215K
Consolidated Portfolio Review Corp 0.03% Add +1.1% 1,619 $214K
Olympiad Research LP 0.35% Reduce -16.3% 1,613 $214K
Quadcap Wealth Management, LLC 0.03% New 1,611 $213K
Sonora Investment Management Group, LLC 0.02% No change 1,599 $212K
Brooklyn Investment Group 0.03% Add +50.0% 1,589 $210K
Regions Financial Corp. 0.00% No change 1,577 $209K
Segment Wealth Management, LLC 0.01% New 1,548 $205K
Fidelis Capital Partners, LLC 0.02% New 1,465 $204K
Sound View Wealth Advisors Group, LLC 0.01% Reduce -7.1% 1,537 $204K
Sivia Capital Partners, LLC 0.07% New 1,534 $203K
FIL Ltd 0.00% New 1,534 $203K
MCF Advisors LLC 0.01% No change 1,509 $202K
Ground Swell Capital, LLC 0.33% New 1,521 $201K
Corton Capital Inc. 0.23% New 1,515 $201K
Delta Asset Management LLC 0.02% Reduce -1.0% 1,510 $200K
Richardson Financial Services Inc. 0.13% Reduce -1.4% 1,425 $189K
Global Retirement Partners, LLC 0.00% — 1,409 $187K
TD Private Client Wealth LLC 0.00% Add +3.0% 1,387 $184K
GHP Investment Advisors, Inc. 0.01% No change 1,359 $180K
Financial Perspectives, Inc 0.05% Add +0.4% 1,358 $180K
Ancora Advisors LLC 0.00% No change 1,303 $173K
Siemens Fonds Invest GmbH 0.01% Reduce -2.8% 1,271 $168K
EverSource Wealth Advisors, LLC 0.01% Reduce -24.4% 1,258 $167K
Adirondack Trust Co. 0.06% Add +40.5% 1,200 $159K
Crews Bank & Trust 0.02% No change 1,171 $155K
Steph & Co. 0.05% Reduce -35.9% 1,165 $154K
Burkett Financial Services, LLC 0.06% Add +0.8% 1,155 $153K
Sound Income Strategies, LLC 0.01% Reduce -5.1% 1,128 $149K
Lanark Financial, Inc. 0.01% Add +26.9% 1,121 $148K
Opal Wealth Advisors, LLC 0.04% New 1,099 $146K
Versant Capital Management, Inc 0.02% Add +1.4% 1,057 $140K
Riverview Trust Co 0.17% No change 1,053 $139K
S.A. Mason LLC 0.07% Reduce -8.4% 1,040 $138K
Ostrum Asset Management 0.01% Reduce -2.8% 1,000 $132K
Webster Bank, N. A. 0.01% No change 995 $132K
Washington Trust Advisors, Inc. 0.01% Add +3.1% 994 $132K
Wilmington Savings Fund Society, FSB 0.00% Reduce -22.9% 976 $129K
SOA Wealth Advisors, LLC. 0.02% Add +85.5% 974 $129K
Quarry LP 0.03% Add +142.4% 967 $128K
Pacific Center for Financial Services 0.03% No change 920 $122K
MTM Investment Management, LLC 0.04% New 900 $119K
Tortoise Investment Management, LLC 0.01% Reduce -2.7% 900 $119K
Rowlandmiller & Partners.adv 0.02% No change 897 $119K
Essential Partners LLC 0.05% — 855 $113K
LRI Investments, LLC 0.01% Add +456.7% 835 $111K
Concord Wealth Partners 0.02% No change 821 $109K
Fairscale Capital, LLC 0.08% Add +67.2% 781 $108K
Essex Investment Management Co. LLC 0.02% No change 728 $96K
Flagship Wealth Advisors, LLC 0.04% No change 721 $96K
First Command Advisory Services, Inc. 0.00% No change 710 $94K
AdvisorNet Financial, Inc 0.01% Add +0.9% 703 $93K
Cromwell Holdings LLC 0.06% Add +3.6% 693 $93K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 655 $87K
GeoWealth Management, LLC 0.00% Reduce -82.4% 643 $85K
Hilltop National Bank 0.02% — 636 $84K
Atticus Wealth Management, LLC 0.02% No change 635 $84K
Walleye Capital LLC 0.00% Reduce -38.6% 617 $82K
MUFG Securities EMEA plc 0.00% New 611 $81K
TCTC Holdings, LLC 0.00% No change 604 $80K
WFA of San Diego, LLC 0.06% — 603 $80K
United Community Bank 0.03% Reduce -7.7% 602 $80K
Intact Investment Management Inc. 0.00% New 600 $79K
Sentry Investment Management LLC 0.04% No change 596 $78K
Brown Brothers Harriman & Co. 0.00% Add +145.7% 575 $76K
Gen-Wealth Partners Inc 0.03% No change 553 $73K
AllSquare Wealth Management LLC 0.04% No change 552 $73K
Spire Wealth Management 0.00% Reduce -0.2% 543 $72K
Duncker Streett & Co. Inc. 0.01% No change 543 $72K
Parkside Financial Bank & Trust 0.01% Add +2.5% 537 $71K
CYBER HORNET ETFs LLC 0.05% New 538 $71K
Logan Capital Management Inc. 0.00% Add +0.2% 536 $71K
GPS Wealth Strategies Group, LLC 0.01% Add +0.4% 531 $70K
Crewe Advisors LLC 0.01% No change 514 $68K
Oakworth Capital, Inc. 0.00% No change 501 $66K
Toth Financial Advisory Corp. 0.01% No change 489 $65K
Robbins Farley 0.03% No change 472 $63K
Catalyst Capital Advisors LLC 0.00% Reduce -14.0% 453 $60K
WPG Advisers, LLC 0.05% Add +26.1% 449 $59K
American National Bank & Trust 0.01% Reduce -8.6% 444 $59K
First Horizon Advisors, Inc. 0.00% Reduce -20.5% 419 $56K
Dakota Community Bank & Trust NA 0.24% No change 400 $53K
Bank of New Hampshire 0.01% No change 400 $53K
Godsey & Gibb, Inc. 0.01% No change 400 $53K
Heritage Wealth Advisors 0.00% No change 400 $53K
Atlantic Union Bankshares Corp 0.00% New 399 $53K
Sittner & Nelson, LLC 0.02% No change 371 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Add +54.4% 355 $47K
Centennial Bank 0.02% No change 350 $46K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 344 $46K
HM Payson & Co. 0.00% No change 339 $45K
State of Wyoming 0.01% Reduce -88.3% 337 $45K
Ossiam 0.00% New 336 $45K
Brown, Lisle/Cummings, Inc. 0.01% No change 333 $44K
Caldwell Sutter Capital, Inc. 0.02% No change 325 $43K
Ameritas Advisory Services, LLC 0.00% Reduce -97.2% 312 $41K
TruNorth Capital Management, LLC 0.01% No change 300 $40K
Coastline Trust Co 0.00% No change 300 $40K
WFA Asset Management Corp 0.02% Add +1.1% 356 $39K
MV Capital Management, Inc. 0.00% Reduce -1.3% 295 $39K
Financial Gravity Companies, Inc. 0.01% — 293 $39K
Manchester Capital Management LLC 0.00% No change 284 $38K
Deseret Mutual Benefit Administrators 0.02% No change 283 $37K
Ridgewood Investments LLC 0.02% No change 276 $37K
Eastern Bank 0.00% Reduce -81.4% 272 $36K
Legacy Investment Solutions, LLC 0.02% — 265 $35K
Legacy Wealth Managment, LLC 0.02% Add +3.9% 265 $35K
Beacon Capital Management, Inc. 0.00% New 260 $34K
Covestor Ltd 0.02% Reduce -8.4% 262 $34K
Foster Dykema Cabot & Partners, LLC 0.00% No change 250 $33K
City State Bank 0.01% No change 250 $33K
Cary Street Partners Investment Advisory LLC 0.02% New 238 $32K
First Financial Corp. 0.01% No change 235 $31K
Tsfg, LLC 0.01% No change 236 $31K
Rise Advisors, LLC 0.01% Add +0.4% 233 $31K
Salomon & Ludwin, LLC 0.00% No change 235 $31K
Motco 0.00% Add +8.0% 216 $30K
N.E.W. Advisory Services LLC 0.00% Add +0.9% 225 $30K
Mascoma Wealth Management LLC 0.01% No change 214 $28K
CVA Family Office, LLC 0.00% Add +1.4% 210 $28K
Cullen/Frost Bankers, Inc. 0.00% Add +110.2% 206 $27K
DT Investment Partners, LLC 0.00% No change 199 $26K
Capital A Wealth Management, LLC 0.29% Add +5775.0% 235 $26K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 193 $26K
Quintet Private Bank (Europe) S.A. 0.00% New 185 $25K
New Age Alpha Advisors, LLC 0.00% Reduce -13.6% 185 $25K
Golden State Wealth Management, LLC 0.00% Add +60.0% 184 $24K
Centerpoint Advisors, LLC 0.01% Add +1.1% 182 $24K
Hemington Wealth Management 0.00% Add +12.3% 183 $24K
Grove Bank & Trust 0.00% No change 176 $23K
Creative Financial Designs Inc. 0.00% No change 175 $23K
Smithfield Trust Co 0.00% No change 175 $23K
Anchor Investment Management, LLC 0.00% No change 169 $22K
Signature Resources Capital Management, LLC 0.01% New 168 $22K
Mb, Levis & Associates, LLC 0.01% No change 164 $22K
Strategic Wealth Partners, Ltd. 0.00% — 160 $21K
Clark Wealth Partners 0.01% Add +1327.3% 157 $21K
Puff Wealth Management, LLC 0.03% New 154 $20K
Elevation Point Wealth Partners, LLC 0.00% New 152 $20K
NewSquare Capital LLC 0.00% Add +37.7% 146 $19K
Summit Securities Group LLC 0.01% New 145 $19K
GoalVest Advisory LLC 0.00% New 145 $19K
Colonial Trust Advisors 0.00% No change 145 $19K
Horizon Bancorp Inc. 0.01% No change 143 $19K
GW&K Investment Management, LLC 0.00% Add +8.2% 145 $19K
Rossby Financial, LCC 0.01% Reduce -71.9% 143 $19K
Smallwood Wealth Investment Management, LLC 0.01% No change 142 $19K
Farmers & Merchants Investments Inc. 0.00% No change 140 $19K
Breakwater Investment Management 0.01% No change 128 $17K
True Wealth Design, LLC 0.01% Add +5.9% 126 $17K
Clearstead Trust, LLC 0.00% New 126 $17K
Asset Dedication, LLC 0.00% No change 121 $16K
BankPlus Trust Department 0.00% No change 120 $16K
West Oak Capital, LLC 0.01% No change 115 $15K
Vermillion & White Wealth Management Group, LLC 0.01% No change 111 $15K
Bogart Wealth, LLC 0.00% No change 110 $15K
Capital Analysts, LLC 0.00% No change 109 $14K
Union Savings Bank 0.01% No change 100 $14K
NFSG Corp 0.00% No change 104 $14K
CGC Financial Services, LLC 0.00% No change 101 $13K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 100 $13K
Armstrong Advisory Group, Inc. 0.00% No change 100 $13K
Trust Co. of Vermont 0.00% No change 100 $13K
Wolff Wiese Magana LLC 0.01% No change 94 $12K
Leonteq Securities AG 0.00% Reduce -28.1% 92 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 84 $12K
GF Fund Management Co. LTD. 0.00% No change 87 $12K
Salem Investment Counselors Inc. 0.00% Reduce -28.8% 84 $11K
Zions Bancorporation, National Association 0.00% No change 84 $11K
Fortitude Family Office, LLC 0.00% Reduce -52.9% 80 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 77 $10K
ORG Partners LLC 0.00% Add +63.8% 77 $10K
Binnacle Investments Inc 0.01% Add +13.4% 76 $10K
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% Reduce -26.7% 74 $10K
TD Waterhouse Canada Inc. 0.00% Reduce -30.8% 74 $10K
Caitong International Asset Management Co., Ltd 0.01% Add +78.0% 73 $10K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.4% 72 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 70 $9K
Colonial Trust Co / SC 0.00% No change 68 $9K
Wealth Preservation Advisors, LLC 0.01% No change 65 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 64 $8K
Bruce G. Allen Investments, LLC 0.01% No change 62 $8K
JFS Wealth Advisors, LLC 0.00% Add +31.9% 62 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +416.7% 62 $8K
Albion Financial Group 0.00% No change 59 $8K
SouthState Bank Corp 0.00% Reduce -74.2% 55 $7K
Reyes Financial Architecture, Inc. 0.01% No change 53 $7K
Fourth Dimension Wealth, LLC 0.00% No change 50 $7K
Investors Research Corp 0.00% No change 50 $7K
Ameriflex Group, Inc. 0.00% Add +200.0% 48 $6K
Sierra Ocean, LLC 0.00% Add +20.5% 47 $6K
Howard Hughes Medical Institute 0.00% New 44 $6K
Cornerstone Planning Group LLC 0.00% Add +32.3% 41 $6K
Montag A & Associates Inc. 0.00% New 42 $6K
Sachetta, LLC 0.00% No change 39 $5K
TFC Financial Management, Inc. 0.00% Add +2.6% 39 $5K
Harbor Investment Advisory, LLC 0.00% No change 39 $5K
1620 Investment Advisors, Inc. 0.00% No change 38 $5K
Bell Investment Advisors, Inc 0.00% Add +33.3% 36 $5K
Anfield Capital Management, LLC 0.00% Add +22.2% 33 $4K
Raffa Wealth Management, LLC 0.00% No change 33 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 33 $4K
Kilter Group LLC 0.00% New 31 $4K
Highline Wealth Partners LLC 0.00% Add +50.0% 30 $4K
Financial Management Professionals, Inc. 0.00% Reduce -34.1% 29 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 28 $4K
WealthTrak Capital Management LLC 0.00% Add +33.3% 28 $4K
Trifecta Capital Advisors, LLC 0.00% Add +100.0% 28 $4K
Prestige Wealth Management Group LLC 0.00% No change 25 $3K
1 North Wealth Services LLC 0.00% No change 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% No change 24 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 28 $3K
Avion Wealth 0.00% Reduce -6.5% 29 $3K
Morse Asset Management, Inc 0.00% No change 22 $3K
Aventura Private Wealth, LLC 0.00% No change 21 $3K
Hughes Financial Services, LLC 0.00% Add +66.7% 20 $3K
Valued Wealth Advisors LLC 0.00% No change 16 $2K
Dunhill Financial, LLC 0.00% Reduce -68.1% 15 $2K
Penserra Capital Management LLC 0.00% Reduce -99.7% 18 $2K
Park Place Capital Corp 0.00% No change 13 $2K
Dogwood Wealth Management LLC 0.00% Add +30.0% 13 $2K
Principia Wealth Advisory, LLC 0.00% Add +100.0% 12 $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% No change 12 $2K
Truvestments Capital LLC 0.00% No change 11 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 10 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 9 $1K
Nova Wealth Management, Inc. 0.00% Add +125.0% 9 $1K
Valley National Advisers Inc. 0.00% No change 14 $1K
Bare Financial Services, Inc 0.00% New 7 $927
Beacon Capital Management, LLC 0.00% No change 6 $815
S&T Bank 0.00% New 6 $795
FWL Investment Management, LLC 0.00% New 6 $795
Activest Wealth Management 0.00% Reduce -14.3% 6 $795
Rialto Wealth Management, LLC 0.00% Add +50.0% 6 $795
American Capital Advisory, LLC 0.00% Add +150.0% 5 $663
Quaker Wealth Management, LLC 0.00% — 5 $663
Transce3nd, LLC 0.00% No change 5 $662
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $662
Total Investment Management Inc. 0.00% New 5 $662
Atlas Capital Advisors Inc. 0.00% No change 5 $662
Parkworth Wealth Management, Inc. 0.00% New 4 $530
Key Financial Inc 0.00% No change 3 $397
IMA Advisory Services, Inc. 0.00% New 2 $267
Redwood Park Advisors LLC 0.00% No change 1 $133
Cape Investment Advisory, Inc. 0.00% No change 1 $132
Capital Advisors, Ltd. LLC 0.00% No change 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.