DTE Energy CompanyDTE
13F holders, Q3 2025 (September 30)921holders −10
86new positions
84sold out
8famous investors
$141.49avg. 13F price*
At the end of Q3 2025, 921 institutions reported holding DTE Energy Company (DTE) in their 13F filings, down 10 from Q2 2025. 86 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.5B) and Capital Research Global Investors ($1.7B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- DTE Energy Company
- Sector
- Utilities
- CUSIP
- 233331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $75.7M |
| Exits | 84 | $176.2M |
All 13F filers, Q2 2025 → Q3 2025: 10,003,420 shares bought and 8,654,595 shares sold, net +1,348,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 921 holders
| Vanguard Group Inc. | 0.05% | Reduce -1.6% | 25,539,034 | $3.6B |
| BlackRock, Inc. | 0.04% | Add +0.6% | 17,369,777 | $2.5B |
| Capital Research Global Investors | 0.32% | Reduce -14.6% | 12,068,505 | $1.7B |
| State Street Corp. | 0.05% | Add +2.4% | 10,806,278 | $1.5B |
| Capital World Investors | 0.19% | Add +5.9% | 9,851,237 | $1.4B |
| T. Rowe Price Investment Management, Inc. | 0.53% | Add +63.8% | 6,166,539 | $872.1M |
| Ameriprise Financial Inc. | 0.18% | Add +12.1% | 5,571,081 | $788.0M |
| Geode Capital Management, LLC | 0.05% | Add +4.3% | 5,475,348 | $771.3M |
| GQG Partners LLC | 0.95% | Reduce -17.1% | 4,359,398 | $616.6M |
| Janus Henderson Group PLC | 0.19% | Add +7.3% | 2,979,118 | $421.3M |
| Clearbridge Investments, LLC | 0.28% | Add +35.8% | 2,655,194 | $375.5M |
| Boston Partners | 0.37% | Add +2.1% | 2,556,911 | $361.6M |
| Morgan Stanley | 0.02% | Add +5.0% | 2,485,317 | $351.5M |
| Invesco Ltd. | 0.05% | Add +2.5% | 2,445,469 | $345.9M |
| UBS Group AG | 0.05% | Add +30.1% | 1,877,140 | $265.5M |
| Northern Trust Corp. | 0.03% | Reduce -2.2% | 1,749,715 | $247.5M |
| Bank of America Corp. | 0.02% | Add +3.5% | 1,616,824 | $228.7M |
| Franklin Resources Inc. | 0.05% | Add +1.8% | 1,512,056 | $213.9M |
| Legal & General Group Plc | 0.04% | Reduce -0.7% | 1,397,787 | $197.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.8% | 1,337,567 | $189.2M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -5.5% | 1,301,006 | $184.0M |
| Bank of New York Mellon Corp | 0.03% | Add +0.6% | 1,278,895 | $180.9M |
| AQR Capital Management | 0.12% | Add +17.7% | 1,269,988 | $179.6M |
| JPMorgan Chase & Co. | 0.01% | Add +22.0% | 1,256,284 | $177.7M |
| Panagora Asset Management Inc. | 0.68% | Add +0.3% | 1,190,037 | $168.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -26.4% | 1,137,685 | $160.9M |
| T. Rowe Price Associates Inc. | 0.02% | Add +1.9% | 1,103,379 | $156.1M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.3% | 981,436 | $138.8M |
| Barclays PLC | 0.05% | Add +1.7% | 919,986 | $130.1M |
| HITE Hedge Asset Management LLC | 6.96% | Reduce -12.6% | 904,178 | $127.9M |
| Soroban Capital Partners LP | 0.99% | Reduce -7.4% | 849,813 | $120.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -11.7% | 842,468 | $119.2M |
| Millennium Management | 0.10% | Add +810.6% | 833,595 | $117.9M |
| First Trust Advisors LP | 0.08% | Add +11.0% | 805,251 | $113.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.8% | 780,827 | $110.4M |
| Duff & Phelps Investment Management Co. | 1.17% | No change | 727,542 | $102.9M |
| Royal Bank of Canada | 0.02% | Reduce -30.0% | 701,801 | $99.3M |
| Energy Income Partners, LLC | 1.79% | Add +0.5% | 657,719 | $93.0M |
| California Public Employees Retirement System | 0.05% | Reduce -17.6% | 646,256 | $91.4M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -16.1% | 633,937 | $89.7M |
| Swiss National Bank | 0.05% | Reduce -4.8% | 598,200 | $84.6M |
| Reaves W H & Co. Inc. | 1.48% | Add +4.6% | 586,694 | $83.0M |
| FMR LLC | 0.00% | Add +5.8% | 520,621 | $73.6M |
| Jennison Associates LLC | 0.04% | Reduce -4.6% | 512,833 | $72.5M |
| Deutsche Bank AG | 0.02% | Reduce -4.6% | 508,627 | $71.9M |
| Prudential Financial Inc. | 0.08% | Reduce -1.1% | 496,002 | $70.1M |
| National Bank of Canada | 0.08% | Add +226.8% | 488,195 | $69.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -5.1% | 483,011 | $68.3M |
| Nuveen, LLC | 0.02% | Reduce -9.9% | 427,137 | $60.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +8.0% | 415,855 | $58.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +4.9% | 415,350 | $58.7M |
| Neuberger Berman Group LLC | 0.04% | Reduce -56.3% | 414,309 | $58.6M |
| NewEdge Advisors, LLC | 0.24% | Add +0.8% | 366,879 | $51.9M |
| Victory Capital Management Inc. | 0.03% | Add +1.3% | 362,270 | $51.2M |
| Rhumbline Advisers | 0.04% | Reduce -4.4% | 358,901 | $50.8M |
| Vaughan David Investments LLC | 1.08% | Reduce -0.6% | 352,381 | $49.8M |
| HSBC Holdings PLC | 0.03% | Add +8.5% | 348,741 | $49.3M |
| Renaissance Technologies | 0.06% | Add +457.7% | 324,600 | $45.9M |
| Amundi | 0.01% | Reduce -30.4% | 320,107 | $45.4M |
| Yaupon Capital Management LP | 2.17% | Add +39.4% | 298,126 | $42.2M |
| Teacher Retirement System of Texas | 0.17% | Add +57.8% | 291,766 | $41.3M |
| Nordea Investment Management AB | 0.04% | Add +39.0% | 290,278 | $41.0M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.8% | 279,374 | $39.5M |
| Voya Investment Management LLC | 0.04% | Reduce -8.7% | 266,641 | $37.7M |
| Wells Fargo & Company | 0.01% | Add +11.2% | 265,800 | $37.6M |
| National Pension Service | 0.03% | Add +1.5% | 260,566 | $36.9M |
| LPL Financial LLC | 0.01% | Add +6.3% | 257,948 | $36.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -5.4% | 249,995 | $35.4M |
| California State Teachers Retirement System | 0.04% | Reduce -0.0% | 249,138 | $35.2M |
| Gotham Asset Management | 0.15% | Add +236.9% | 241,964 | $34.2M |
| Mediolanum International Funds Ltd | 0.36% | Add +49.0% | 242,811 | $34.2M |
| TD Asset Management Inc | 0.03% | Add +2.9% | 240,696 | $34.0M |
| Aventail Capital Group, LP | 1.57% | Reduce -24.6% | 232,897 | $32.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -23.7% | 225,113 | $31.8M |
| Bank of Montreal | 0.01% | Add +5.6% | 222,986 | $31.5M |
| Citigroup Inc. | 0.02% | Add +0.5% | 216,677 | $30.6M |
| Focus Partners Wealth | 0.05% | Add +13.1% | 207,530 | $29.2M |
| Jane Street Group, LLC | 0.03% | Add +135.5% | 196,139 | $27.7M |
| Glenmede Investment Management, LP | 0.13% | Reduce -2.5% | 195,099 | $27.6M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -7.1% | 180,819 | $25.6M |
| Martingale Asset Management L P | 0.61% | Add +1.9% | 172,151 | $24.3M |
| New York State Teachers Retirement System | 0.05% | Reduce -13.1% | 170,239 | $24.1M |
| APG Asset Management N.V. | 0.07% | No change | 197,893 | $23.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.3% | 168,055 | $23.8M |
| Magellan Asset Management Ltd | 0.28% | Add +17.9% | 167,232 | $23.7M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -5.0% | 162,230 | $22.9M |
| Quantinno Capital Management LP | 0.06% | Add +72.5% | 161,693 | $22.9M |
| Korea Investment CORP | 0.05% | Reduce -10.2% | 157,128 | $22.2M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -30.9% | 156,060 | $22.1M |
| Susquehanna Portfolio Strategies, LLC | 0.34% | Add +116.8% | 152,177 | $21.5M |
| Natixis Advisors, LLC | 0.03% | Add +4.5% | 148,842 | $21.1M |
| ExodusPoint Capital Management, LP | 0.29% | New | 148,508 | $21.0M |
| Brandywine Global Investment Management, LLC | 0.13% | Reduce -0.2% | 134,935 | $19.1M |
| American Century Companies Inc. | 0.01% | Reduce -0.9% | 134,604 | $19.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -9.6% | 131,147 | $18.4M |
| Blue Chip Partners, LLC | 1.35% | Add +0.3% | 127,510 | $18.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -2.9% | 125,723 | $17.8M |
| Deprince Race & Zollo Inc. | 0.34% | Reduce -1.9% | 119,105 | $16.8M |
| AE Wealth Management LLC | 0.11% | Add +5.0% | 118,521 | $16.8M |
| Wedge Capital Management L L P | 0.28% | New | 118,242 | $16.7M |
| Rakuten Investment Management, Inc. | 0.06% | — | 61,361 | $16.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -27.5% | 115,962 | $16.4M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -0.0% | 113,388 | $16.0M |
| Stack Financial Management, Inc | 1.31% | Add +0.4% | 111,784 | $15.8M |
| Tortoise Capital Advisors, L.L.C. | 0.20% | Reduce -25.4% | 108,656 | $15.4M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -24.4% | 107,405 | $15.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -50.9% | 107,076 | $15.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.1% | 107,222 | $15.1M |
| SummitTX Capital, L.P. | 0.62% | Reduce -0.2% | 106,043 | $15.0M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -3.3% | 106,033 | $15.0M |
| State of Tennessee, Department of Treasury | 0.05% | Add +21.6% | 105,568 | $14.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.8% | 106,123 | $14.7M |
| Capital International, Inc. | 0.12% | Add +28.1% | 103,176 | $14.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -20.9% | 102,915 | $14.6M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 101,953 | $14.4M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -4.3% | 99,810 | $14.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -1.6% | 98,060 | $13.9M |
| Leeward Investments, LLC - MA | 0.70% | Add +10.5% | 96,316 | $13.6M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -3.8% | 93,161 | $13.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +21.7% | 93,115 | $13.2M |
| Aberdeen Group plc | 0.02% | Reduce -4.2% | 93,464 | $13.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 91,269 | $12.9M |
| Toronto Dominion Bank | 0.02% | Reduce -6.3% | 85,483 | $12.1M |
| Applied Finance Capital Management, LLC | 0.84% | Reduce -4.7% | 83,980 | $11.9M |
| HRT Financial LP | 0.04% | New | 80,827 | $11.4M |
| Creative Planning | 0.01% | Add +7.6% | 80,506 | $11.4M |
| Howe & Rusling Inc. | 0.77% | Reduce -1.2% | 79,617 | $11.3M |
| Mn Services Vermogensbeheer B.V. | 0.07% | No change | 77,547 | $11.0M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -65.7% | 77,225 | $10.9M |
| RWC Asset Management LLP | 0.59% | Reduce -0.4% | 73,638 | $10.4M |
| Comerica Bank | 0.04% | Add +9.6% | 70,837 | $10.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +5.2% | 70,573 | $10.0M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +0.2% | 70,150 | $9.9M |
| Public Employees Retirement System of Ohio | 0.03% | Add +1.7% | 69,535 | $9.8M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -5.3% | 67,650 | $9.6M |
| Daiwa Securities Group Inc. | 0.03% | Add +14.1% | 67,427 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.2% | 66,891 | $9.5M |
| Lido Advisors, LLC | 0.04% | Add +74.4% | 64,895 | $9.2M |
| OMERS ADMINISTRATION Corp | 0.07% | Add +775.0% | 64,694 | $9.1M |
| Forsta Ap-Fonden | 0.05% | Add +9.1% | 63,400 | $9.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +0.1% | 63,192 | $8.9M |
| Cyndeo Wealth Partners, LLC | 0.48% | Reduce -0.9% | 61,483 | $8.7M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +1.1% | 61,480 | $8.7M |
| Credit Agricole S A | 0.03% | — | 61,281 | $8.7M |
| Arizona State Retirement System | 0.05% | Add +0.9% | 61,193 | $8.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.0% | 60,820 | $8.6M |
| Polymer Capital Management (US) LLC | 1.13% | Add +14.2% | 60,153 | $8.5M |
| Dark Forest Capital Management LP | 0.31% | Add +617.4% | 59,182 | $8.4M |
| Sei Investments Co. | 0.01% | Reduce -9.5% | 57,809 | $8.2M |
| Cetera Investment Advisers | 0.01% | Add +22.0% | 56,505 | $8.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.9% | 56,360 | $8.0M |
| State of Michigan Retirement System | 0.04% | Reduce -0.3% | 56,177 | $7.9M |
| Edgestream Partners, L.P. | 0.23% | Add +194.6% | 55,767 | $7.9M |
| Bogart Wealth, LLC | 0.31% | Add +49181.8% | 54,210 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 53,522 | $7.6M |
| Sigma Planning Corp | 0.21% | Reduce -2.1% | 53,230 | $7.5M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -2.0% | 52,470 | $7.5M |
| Czech National Bank | 0.05% | Add +3.9% | 52,724 | $7.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.6% | 51,497 | $7.3M |
| Hantz Financial Services, Inc. | 0.11% | Reduce -2.1% | 51,154 | $7.2M |
| Hudson Bay Capital Management LP | 0.05% | Reduce -56.3% | 50,382 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.5% | 50,367 | $7.1M |
| Ontario Teachers Pension Plan Board | 0.17% | Add +11.1% | 50,057 | $7.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -2.0% | 49,849 | $7.1M |
| Strategic Advisors LLC | 1.11% | No change | 48,695 | $6.9M |
| Corient Private Wealth LP | 0.01% | Reduce -5.6% | 47,880 | $6.8M |
| Citadel Advisors | 0.01% | Add +17.3% | 47,121 | $6.7M |
| ProShare Advisors LLC | 0.01% | Reduce -1.6% | 46,649 | $6.6M |
| Schroder Investment Management Group | 0.01% | Reduce -6.6% | 46,349 | $6.5M |
| Federated Hermes, Inc. | 0.01% | Add +3.8% | 44,837 | $6.3M |
| Public Sector Pension Investment Board | 0.02% | Add +4.9% | 44,785 | $6.3M |
| Hennessy Advisors Inc. | 0.22% | Reduce -13.1% | 44,604 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.6% | 44,283 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Add +24.6% | 43,020 | $6.1M |
| Verition Fund Management LLC | 0.04% | Reduce -84.8% | 42,653 | $6.0M |
| Man Group plc | 0.01% | Reduce -43.5% | 42,395 | $6.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -47.8% | 41,484 | $5.9M |
| Amalgamated Bank | 0.04% | Reduce -1.9% | 40,316 | $5.7M |
| Illinois Municipal Retirement Fund | 0.07% | Reduce -32.8% | 39,786 | $5.6M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -2.5% | 39,272 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -1.8% | 38,982 | $5.5M |
| Summit Global Investments | 0.32% | Add +31.4% | 38,790 | $5.5M |
| Northside Capital Management, LLC | 0.49% | No change | 38,238 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.2% | 37,896 | $5.4M |
| QRG Capital Management, Inc. | 0.06% | Reduce -20.1% | 37,253 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +27.2% | 37,245 | $5.3M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 36,749 | $5.2M |
| Cwm, LLC | 0.02% | Add +50.5% | 35,893 | $5.1M |
| Guggenheim Capital LLC | 0.04% | Add +6.5% | 35,755 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.5% | 35,701 | $5.0M |
| Mackenzie Financial Corp. | 0.01% | Add +50.6% | 35,578 | $5.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 35,613 | $5.0M |
| Gabelli Funds LLC | 0.03% | No change | 35,000 | $5.0M |
| Bank of Nova Scotia | 0.01% | Reduce -10.4% | 34,486 | $4.9M |
| Pallas Capital Advisors LLC | 0.18% | Add +1.1% | 34,385 | $4.9M |
| Utah Retirement Systems | 0.05% | No change | 34,012 | $4.8M |
| CIBC Asset Management Inc | 0.01% | Add +2.5% | 34,008 | $4.8M |
| Patton Albertson Miller Group, LLC | 0.57% | Add +1.4% | 33,421 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +6.4% | 33,308 | $4.7M |
| Xponance LLC | 0.04% | Reduce -12.0% | 32,411 | $4.6M |
| USS Investment Management Ltd | 0.02% | No change | 32,394 | $4.6M |
| Waverly Advisors, LLC | 0.04% | Add +0.2% | 31,365 | $4.4M |
| Yousif Capital Management, LLC | 0.05% | Reduce -7.1% | 31,206 | $4.4M |
| CoreCap Advisors, LLC | 0.16% | Reduce -1.0% | 30,777 | $4.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -34.4% | 30,751 | $4.3M |
| Eley Financial Management, Inc | 1.56% | Add +0.8% | 30,706 | $4.3M |
| Sit Investment Associates Inc. | 0.09% | Reduce -3.0% | 30,249 | $4.3M |
| IFM Investors Pty Ltd | 0.04% | No change | 30,696 | $4.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.7% | 29,823 | $4.2M |
| Morton Community Bank | 0.98% | Add +5.8% | 31,090 | $4.2M |
| CIBC Bancorp USA Inc. | 0.02% | — | 28,883 | $4.1M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.1% | 28,047 | $4.0M |
| Bridgewater Associates | 0.02% | New | 27,902 | $3.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +14.2% | 27,749 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +1.2% | 27,516 | $3.9M |
| Woodline Partners LP | 0.02% | Add +22.2% | 27,435 | $3.9M |
| Royal London Asset Management Ltd. | 0.01% | Add +23.0% | 27,329 | $3.9M |
| Employees Retirement System of Texas | 0.04% | Reduce -30.0% | 27,130 | $3.8M |
| Icon Advisers Inc. | 0.83% | Reduce -2.6% | 26,559 | $3.8M |
| L & S Advisors Inc | 0.40% | New | 26,540 | $3.8M |
| Ieq Capital, LLC | 0.01% | Reduce -33.8% | 26,535 | $3.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.0% | 26,226 | $3.7M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Add +532.8% | 25,931 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.2% | 25,854 | $3.7M |
| Wealthfront Advisers LLC | 0.01% | Add +10.7% | 25,836 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +2.1% | 25,634 | $3.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +1.8% | 25,145 | $3.6M |
| NEOS Investment Management LLC | 0.03% | Add +47.9% | 25,045 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.4% | 24,196 | $3.4M |
| UniSuper Management Pty Ltd | 0.02% | Add +13.6% | 23,853 | $3.4M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +32.7% | 23,716 | $3.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -37.9% | 23,279 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 23,049 | $3.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -5.4% | 22,498 | $3.2M |
| Arax Advisory Partners | 0.05% | Add +2020.4% | 22,434 | $3.2M |
| Gilliland Jeter Wealth Management LLC | 0.98% | No change | 22,425 | $3.2M |
| Commerce Bank | 0.02% | Reduce -0.7% | 22,328 | $3.2M |
| Lazard Asset Management LLC | 0.00% | Add +275.9% | 22,310 | $3.2M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -4.7% | 22,209 | $3.1M |
| Lincoln Capital Corp. | 1.12% | Reduce -0.3% | 22,054 | $3.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -2.0% | 21,856 | $3.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.15% | Reduce -2.2% | 21,675 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -1.5% | 21,475 | $3.0M |
| Larson Financial Group LLC | 0.11% | Add +8.4% | 21,179 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +5.4% | 20,913 | $3.0M |
| AXA Investment Managers S.A. | 0.01% | — | 20,259 | $2.9M |
| &partners | 0.02% | Add +11.9% | 19,835 | $2.8M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +14.1% | 19,767 | $2.8M |
| Swiss Life Asset Management Ltd | 0.01% | Add +39.7% | 19,292 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.6% | 19,288 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.8% | 19,049 | $2.7M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -0.7% | 18,965 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 18,781 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +6.6% | 18,769 | $2.7M |
| KBC Group NV | 0.01% | No change | 18,551 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +2.2% | 18,359 | $2.6M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +466.1% | 18,121 | $2.6M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | No change | 17,949 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +19.4% | 17,835 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +15.8% | 17,573 | $2.5M |
| Huntington National Bank | 0.02% | Reduce -11.6% | 17,523 | $2.5M |
| Pacer Advisors, Inc. | 0.01% | Reduce -36.7% | 17,504 | $2.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.2% | 17,018 | $2.4M |
| Gallo Partners, LP | 1.80% | Reduce -54.5% | 16,937 | $2.4M |
| LMCG Investments, LLC | 0.14% | Reduce -2.2% | 16,674 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,249 | $2.3M |
| Planning Alternatives Ltd. | 0.28% | No change | 15,581 | $2.2M |
| Arvest Bank Trust Division | 0.12% | Reduce -6.1% | 15,533 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -2.3% | 15,307 | $2.2M |
| HighPoint Advisor Group LLC | 0.10% | Add +0.7% | 15,197 | $2.1M |
| Mizuho Securities USA LLC | 0.04% | Add +5.4% | 15,119 | $2.1M |
| iA Global Asset Management Inc. | 0.03% | Add +31.3% | 14,365 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +20.6% | 14,255 | $2.0M |
| Horizon Investments, LLC | 0.03% | Reduce -40.8% | 14,274 | $2.0M |
| Miller Howard Investments Inc. | 0.06% | Add +4.5% | 14,222 | $2.0M |
| WNY Asset Management, LLC | 0.19% | No change | 14,119 | $2.0M |
| Macquarie Group Ltd. | 0.00% | Reduce -15.6% | 14,070 | $2.0M |
| Brevan Howard Capital Management LP | 0.03% | Add +93.9% | 13,861 | $2.0M |
| Spirit of America Management Corp. | 0.38% | Add +14.5% | 13,450 | $1.9M |
| Modern Wealth Management, LLC | 0.04% | Add +0.6% | 13,431 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Reduce -7.7% | 13,352 | $1.9M |
| First American Bank | 0.12% | Add +0.9% | 13,055 | $1.8M |
| Kentucky Retirement Systems | 0.05% | Reduce -1.8% | 13,009 | $1.8M |
| Norinchukin Bank, The | 0.02% | Add +2.0% | 12,679 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.0% | 12,586 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Add +175.8% | 12,250 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Add +112.4% | 12,228 | $1.7M |
| Hartford Investment Management Co. | 0.05% | Reduce -3.0% | 12,122 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +3.2% | 11,721 | $1.7M |
| Sculati Wealth Management, LLC | 0.58% | Reduce -0.8% | 11,656 | $1.6M |
| Plante Moran Financial Advisors, LLC | 0.10% | Reduce -0.1% | 11,630 | $1.6M |
| Hancock Whitney Corp. | 0.03% | Reduce -23.3% | 11,421 | $1.6M |
| Intech Investment Management LLC | 0.01% | Reduce -7.2% | 11,362 | $1.6M |
| Peddock Capital Advisors, LLC | 0.35% | Add +3.5% | 11,324 | $1.6M |
| Columbia Asset Management | 0.30% | Add +0.0% | 11,273 | $1.6M |
| Fulton Bank, N.A. | 0.06% | Reduce -7.6% | 11,250 | $1.6M |
| Commerzbank Aktiengesellschaft | 0.03% | Add +536.4% | 11,163 | $1.6M |
| Johnson Financial Group, Inc. | 0.06% | Reduce -4.1% | 11,070 | $1.6M |
| Bernard Wealth Management Corp. | 0.65% | Add +0.8% | 11,075 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 10,913 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 10,900 | $1.5M |
| Profund Advisors LLC | 0.05% | Add +4.0% | 10,852 | $1.5M |
| Qsemble Capital Management, LP | 0.15% | New | 10,763 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +5.3% | 10,602 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 10,490 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -0.2% | 10,475 | $1.5M |
| Arvest Investments, Inc. | 0.21% | Reduce -1.1% | 10,451 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +19.8% | 10,381 | $1.5M |
| Westpac Banking Corp. | 0.09% | Add +16.0% | 10,319 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +134.7% | 10,148 | $1.4M |
| FCG Investment Co | 0.67% | Add +16.1% | 10,156 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -2.2% | 10,097 | $1.4M |
| Independent Advisor Alliance | 0.04% | Add +10.3% | 10,088 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -8.1% | 9,922 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +7.7% | 9,784 | $1.4M |
| Investment Management Corp of Ontario | 0.02% | Add +93.5% | 9,755 | $1.4M |
| Choreo, LLC | 0.02% | Add +3.6% | 9,673 | $1.4M |
| GAMMA Investing LLC | 0.07% | Add +8.3% | 9,618 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +251.5% | 9,565 | $1.4M |
| Quantitative Investment Management, LLC | 0.19% | New | 9,533 | $1.3M |
| Ethic Inc. | 0.02% | Add +3.5% | 9,524 | $1.3M |
| Graham Capital Management, L.P. | 0.07% | Add +333.1% | 9,460 | $1.3M |
| Jump Financial, LLC | 0.02% | Reduce -25.8% | 9,408 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | Reduce -3.1% | 9,396 | $1.3M |
| Intrust Bank NA | 0.11% | Add +2.8% | 9,338 | $1.3M |
| Cadence Bank | 0.08% | Add +0.0% | 9,280 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +0.5% | 9,130 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +18.2% | 9,058 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -3.7% | 8,963 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +0.7% | 8,907 | $1.3M |
| Stephens Consulting, LLC | 0.42% | Reduce -2.3% | 8,686 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -10.5% | 8,619 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +18.6% | 8,570 | $1.2M |
| Ascent Group, LLC | 0.04% | Reduce -37.4% | 8,568 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +131.6% | 8,515 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -12.0% | 8,477 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Add +0.3% | 8,363 | $1.2M |
| City Holding Co. | 0.15% | Add +0.1% | 8,333 | $1.2M |
| PFG Investments, LLC | 0.06% | Reduce -0.4% | 8,301 | $1.2M |
| Azimuth Capital Investment Management LLC | 0.04% | No change | 8,282 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.7% | 8,217 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +0.6% | 8,144 | $1.2M |
| Founders Financial Securities LLC | 0.08% | Add +5.3% | 8,123 | $1.1M |
| Impact Capital Partners LLC | 0.34% | Add +0.0% | 8,078 | $1.1M |
| GMO | 0.00% | Reduce -19.9% | 8,061 | $1.1M |
| Versor Investments LP | 0.21% | Reduce -29.6% | 7,983 | $1.1M |
| Sigma Investment Counselors Inc. | 0.06% | Add +0.4% | 7,937 | $1.1M |
| Canada Post Corp Registered Pension Plan | 0.05% | Reduce -44.7% | 8,396 | $1.1M |
| M1 Capital Management LLC | 0.47% | Add +0.2% | 7,705 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 7,668 | $1.1M |
| Allstate Corp. | 0.02% | New | 7,642 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +23.3% | 7,442 | $1.1M |
| International Assets Investment Management, LLC | 0.08% | No change | 7,874 | $1.0M |
| Empirical Finance, LLC | 0.05% | Add +1.0% | 7,255 | $1.0M |
| Strategic Investment Advisors / MI | 0.09% | Add +0.6% | 7,251 | $1.0M |
| Vestcor Inc | 0.03% | No change | 7,228 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 7,189 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +17.5% | 7,059 | $998K |
| Tounjian Advisory Partners, LLC | 0.33% | Reduce -21.0% | 7,058 | $998K |
| Retirement Guys Formula LLC | 0.35% | Reduce -33.6% | 7,053 | $998K |
| WealthBridge Capital Management, LLC | 0.23% | Add +180.3% | 7,028 | $994K |
| Paradigm Asset Management Co. LLC | 0.23% | No change | 7,000 | $990K |
| Metis Global Partners, LLC | 0.02% | Reduce -5.9% | 6,971 | $986K |
| Prosperity Consulting Group, LLC | 0.05% | Add +2.7% | 6,881 | $973K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -4.0% | 6,828 | $966K |
| Capital International Sarl | 0.02% | No change | 6,755 | $955K |
| Greenleaf Trust | 0.01% | Add +19.4% | 6,732 | $952K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.9% | 6,675 | $944K |
| Probity Advisors, Inc. | 0.15% | Reduce -0.8% | 6,651 | $941K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.1% | 6,616 | $936K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.8% | 6,613 | $935K |
| Banque Cantonale Vaudoise | 0.03% | Add +0.3% | 6,594 | $932K |
| Centennial Wealth Advisory LLC | 0.26% | Add +2.8% | 6,535 | $924K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.2% | 6,531 | $924K |
| Cranbrook Wealth Management, LLC | 0.18% | Reduce -1.1% | 6,469 | $915K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -11.3% | 6,462 | $914K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -14.5% | 6,439 | $911K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 6,433 | $910K |
| Alps Advisors Inc. | 0.01% | Add +97.3% | 6,388 | $903K |
| Inscription Capital, LLC | 0.10% | Add +62.5% | 6,383 | $903K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.8% | 6,338 | $896K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.7% | 6,336 | $896K |
| Parcion Private Wealth LLC | 0.06% | Add +7.2% | 6,318 | $894K |
| Caprock Group, LLC | 0.02% | — | 6,435 | $879K |
| Huber Capital Management LLC | 0.14% | Add +54.1% | 6,140 | $868K |
| Centaurus Financial, Inc. | 0.04% | No change | 6,106 | $864K |
| Empowered Funds, LLC | 0.01% | Reduce -41.9% | 6,067 | $858K |
| CI Investments Inc. | 0.00% | Reduce -21.9% | 6,057 | $857K |
| Altfest L J & Co. Inc. | 0.10% | Reduce -0.7% | 6,040 | $854K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.6% | 6,016 | $851K |
| Finward Bancorp | 0.64% | No change | 6,000 | $849K |
| Meeder Advisory Services, Inc. | 0.04% | Add +11.2% | 5,985 | $846K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.8% | 5,975 | $845K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.0% | 5,883 | $832K |
| Assenagon Asset Management S.A. | 0.00% | Add +3.2% | 5,817 | $823K |
| North Star Investment Management Corp. | 0.05% | Add +0.1% | 5,791 | $819K |
| Lakeshore Financial Planning, Inc. | 0.30% | Add +0.0% | 5,748 | $813K |
| EntryPoint Capital, LLC | 0.31% | Add +120.3% | 5,740 | $812K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.2% | 5,707 | $807K |
| Zacks Investment Management | 0.01% | Reduce -14.5% | 5,705 | $807K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +44.1% | 5,600 | $792K |
| Mufg Securities Americas Inc. | 0.05% | Add +21.7% | 5,598 | $792K |
| Vident Advisory, LLC | 0.01% | Add +12.4% | 5,585 | $790K |
| Tectonic Advisors LLC | 0.04% | Add +0.9% | 5,567 | $787K |
| Allworth Financial LP | 0.00% | Add +6.2% | 5,565 | $787K |
| Squarepoint Ops LLC | 0.00% | Reduce -7.6% | 5,537 | $783K |
| SG Americas Securities, LLC | 0.00% | Add +80.4% | 5,512 | $780K |
| Meiji Yasuda Life Insurance Co | 0.02% | Add +28.2% | 5,514 | $780K |
| Engineers Gate Manager LP | 0.01% | Reduce -88.0% | 5,489 | $776K |
| Acorn Wealth Advisors, LLC | 0.24% | Add +6.5% | 5,481 | $775K |
| Two Sigma Securities, LLC | 0.11% | Reduce -55.7% | 5,459 | $772K |
| M&T Bank Corp | 0.00% | Reduce -29.6% | 5,456 | $772K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -3.0% | 5,453 | $771K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.4% | 5,451 | $771K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,317 | $752K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -5.2% | 5,312 | $751K |
| Quantessence Capital LLC | 0.24% | New | 5,305 | $750K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.1% | 5,226 | $739K |
| Aaron Wealth Advisors LLC | 0.04% | New | 5,189 | $734K |
| CHICAGO TRUST Co NA | 0.10% | Reduce -11.8% | 5,152 | $729K |
| Kintra Wealth, LLC | 0.41% | Reduce -2.2% | 5,107 | $722K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.4% | 5,066 | $717K |
| Callan Family Office, LLC | 0.02% | Reduce -4.4% | 5,025 | $711K |
| Venturi Wealth Management, LLC | 0.03% | Add +3.4% | 5,020 | $710K |
| HB Wealth Management, LLC | 0.00% | Add +27.9% | 4,991 | $706K |
| Nomura Holdings Inc. | 0.00% | Add +135.3% | 4,987 | $705K |
| Ingalls & Snyder LLC | 0.02% | Reduce -4.8% | 4,988 | $705K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -3.3% | 4,960 | $702K |
| STRS Ohio | 0.00% | Reduce -80.4% | 4,955 | $701K |
| Elevated Capital Advisors, LLC | 0.17% | Reduce -12.0% | 4,955 | $701K |
| Advance Capital Management, Inc. | 0.03% | Add +7.5% | 4,953 | $701K |
| Legacy Private Trust Co. | 0.04% | Reduce -6.3% | 4,950 | $700K |
| Chicago Partners Investment Group LLC | 0.02% | Add +15.0% | 5,000 | $698K |
| D.A. Davidson & Co. | 0.00% | Add +1.6% | 4,871 | $689K |
| Jacobi Capital Management LLC | 0.04% | Add +4.9% | 4,802 | $679K |
| CX Institutional | 0.02% | Add +189.1% | 4,799 | $679K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.2% | 4,798 | $679K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 4,763 | $674K |
| Center for Financial Planning, Inc. | 0.07% | Add +0.5% | 4,752 | $672K |
| Twin Capital Management Inc. | 0.08% | Reduce -3.8% | 4,688 | $663K |
| GTS Securities LLC | 0.03% | Add +46.7% | 4,663 | $659K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.2% | 4,651 | $658K |
| William Mack & Associates, Inc. | 0.35% | No change | 4,631 | $655K |
| Keybank National Association | 0.00% | Add +1.8% | 4,606 | $651K |
| SS&H Financial Advisors, Inc. | 0.20% | No change | 4,600 | $651K |
| Stephens Inc. | 0.01% | Reduce -5.3% | 4,599 | $650K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -8.1% | 4,508 | $638K |
| NorthRock Partners, LLC | 0.01% | Add +21.9% | 4,489 | $635K |
| Assetmark, Inc. | 0.00% | Add +10.6% | 4,485 | $634K |
| Secure Asset Management, LLC | 0.10% | Add +0.3% | 4,494 | $630K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -16.9% | 4,447 | $629K |
| Hummer Financial Advisory Services Inc | 0.46% | No change | 4,413 | $629K |
| AlphaQuest LLC | 0.04% | Reduce -10.0% | 4,384 | $620K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -1.1% | 4,378 | $619K |
| Chicago Capital, LLC | 0.02% | No change | 4,364 | $617K |
| Inceptionr LLC | 0.15% | New | 4,344 | $614K |
| Princeton Global Asset Management LLC | 0.10% | No change | 4,305 | $609K |
| Praxis Investment Management Inc. | 0.04% | No change | 4,300 | $608K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.2% | 4,298 | $608K |
| Vise Technologies, Inc. | 0.02% | Reduce -13.4% | 4,286 | $606K |
| MAI Capital Management | 0.00% | Reduce -10.2% | 4,286 | $606K |
| Brown Advisory Inc. | 0.00% | Add +120.6% | 4,267 | $604K |
| Harbour Investments, Inc. | 0.01% | Add +5.8% | 4,252 | $601K |
| Equitable Holdings, Inc. | 0.00% | Add +63.2% | 4,247 | $601K |
| Syon Capital LLC | 0.03% | Add +31.0% | 4,239 | $600K |
| Davis Investment Partners, LLC | 0.20% | No change | 4,157 | $583K |
| Venture Visionary Partners LLC | 0.02% | Add +1.7% | 4,105 | $581K |
| USA Financial Formulas | 0.10% | Reduce -40.5% | 4,102 | $580K |
| CENTRAL TRUST Co | 0.01% | No change | 4,035 | $571K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +2525.0% | 3,990 | $569K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 3,992 | $565K |
| MUFG Securities EMEA plc | 0.01% | Add +550.3% | 3,973 | $562K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.7% | 3,951 | $559K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.2% | 3,940 | $557K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -27.2% | 4,155 | $556K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +1.5% | 3,921 | $555K |
| Nemes Rush Group LLC | 0.05% | Add +1.8% | 3,907 | $553K |
| Smartleaf Asset Management LLC | 0.03% | Add +57.2% | 3,909 | $551K |
| Farringdon Capital, Ltd. | 0.14% | Reduce -15.7% | 3,860 | $546K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +3.2% | 3,835 | $542K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.1% | 3,829 | $542K |
| Arbor Wealth Advisors LLC | 0.40% | No change | 3,808 | $539K |
| GEM Asset Management, LLC | 0.26% | No change | 3,777 | $538K |
| IFP Advisors, Inc | 0.01% | Add +14.3% | 3,764 | $532K |
| Bayforest Capital Ltd | 0.25% | Reduce -14.2% | 3,750 | $530K |
| SJS Investment Consulting Inc. | 0.07% | Add +2.0% | 3,738 | $529K |
| World Investment Advisors | 0.01% | Reduce -3.4% | 3,699 | $523K |
| Level Four Advisory Services, LLC | 0.02% | Add +48.5% | 3,694 | $523K |
| Voleon Capital Management LP | 0.01% | Reduce -25.1% | 3,674 | $520K |
| Ethos Financial Group, LLC | 0.04% | No change | 3,668 | $519K |
| LMR Partners LLP | 0.01% | New | 3,645 | $516K |
| Essex Financial Services, Inc. | 0.03% | Add +23.5% | 3,631 | $514K |
| Bessemer Group Inc. | 0.00% | Add +74.1% | 3,571 | $506K |
| Wellington Shields & Co., LLC | 0.13% | No change | 3,500 | $495K |
| FSA Advisors, Inc. | 0.39% | Reduce -5.1% | 3,475 | $492K |
| Aviva PLC | 0.00% | No change | 3,463 | $490K |
| Carrera Capital Advisors | 0.09% | Add +2.7% | 3,433 | $489K |
| Financial Advisors Network, Inc. | 0.07% | Add +4.0% | 3,444 | $487K |
| Tema ETFs LLC | 0.04% | New | 3,383 | $478K |
| Sovereign Financial Group, Inc. | 0.09% | Add +0.8% | 3,366 | $476K |
| Contravisory Investment Management, Inc. | 0.09% | New | 3,329 | $471K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -28.2% | 3,346 | $470K |
| Coppell Advisory Solutions LLC | 0.05% | Add +0.8% | 3,300 | $465K |
| Ramirez Asset Management, Inc. | 0.06% | No change | 3,235 | $458K |
| True Link Financial Advisors, LLC | 0.03% | No change | 3,233 | $457K |
| Glenview Trust Co | 0.01% | Reduce -17.3% | 3,224 | $456K |
| MGB Wealth Management, LLC | 0.13% | Reduce -26.6% | 3,198 | $451K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.8% | 3,151 | $446K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.3% | 3,149 | $445K |
| Sage Mountain Advisors LLC | 0.03% | Add +22.3% | 3,138 | $444K |
| Brown Wealth Management, LLC | 0.12% | Reduce -0.8% | 3,130 | $443K |
| Brookstone Capital Management | 0.01% | Reduce -38.7% | 3,050 | $431K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | Add +0.8% | 3,048 | $431K |
| Signaturefd, LLC | 0.01% | Reduce -2.7% | 3,045 | $431K |
| Stonebrook Private Inc. | 0.09% | Add +1.0% | 3,013 | $426K |
| Ashton Thomas Securities, LLC | 0.06% | Reduce -6.6% | 3,007 | $425K |
| Palisade Asset Management, LLC | 0.04% | No change | 3,000 | $424K |
| Smith Group Asset Management, LLC | 0.02% | No change | 3,000 | $424K |
| South Dakota Investment Council | 0.01% | Reduce -16.7% | 3,000 | $424K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -2.5% | 2,996 | $424K |
| Vinva Investment Management Ltd | 0.01% | New | 3,005 | $423K |
| Benjamin Edwards Inc. | 0.00% | Add +1.9% | 2,958 | $418K |
| Blue Trust, Inc. | 0.00% | Reduce -7.7% | 2,954 | $418K |
| Cresset Asset Management, LLC | 0.00% | Add +5.8% | 2,909 | $415K |
| Montecito Bank & Trust | 0.06% | — | 2,931 | $415K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.8% | 2,900 | $410K |
| Balanced Wealth Group LLC | 0.18% | Reduce -0.0% | 3,087 | $409K |
| Danske Bank A/S | 0.00% | Add +11.7% | 2,875 | $407K |
| Baader Bank Aktiengesellschaft | 0.03% | New | 2,877 | $406K |
| Brighton Jones LLC | 0.01% | New | 2,865 | $405K |
| Optas, LLC | 0.07% | Add +5.7% | 2,850 | $403K |
| Fiduciary Alliance LLC | 0.03% | Add +0.3% | 2,841 | $402K |
| Claris Financial LLC | 0.23% | Add +0.8% | 2,838 | $401K |
| Apella Capital, LLC | 0.01% | Add +15.5% | 2,822 | $399K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 2,797 | $396K |
| Clearstead Advisors, LLC | 0.01% | Add +0.9% | 2,780 | $393K |
| Capital Asset Advisory Services LLC | 0.02% | Add +37.0% | 2,764 | $391K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.12% | No change | 2,722 | $385K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 2,721 | $385K |
| NBT Bank, N.A. | 0.02% | No change | 2,684 | $380K |
| Quantum Financial Advisors, LLC | 0.05% | Add +35.6% | 2,656 | $376K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.8% | 2,606 | $369K |
| Savvy Advisors, Inc. | 0.02% | New | 2,603 | $368K |
| J2 Capital Management Inc | 0.28% | Add +2.7% | 2,597 | $367K |
| Citizens Financial Group Inc. | 0.01% | Add +30.6% | 2,575 | $364K |
| GC Wealth Management RIA, LLC | 0.01% | New | 2,542 | $360K |
| SkyOak Wealth, LLC | 0.07% | Add +0.0% | 2,526 | $357K |
| Sherbrooke Park Advisers LLC | 0.17% | Reduce -73.6% | 2,511 | $355K |
| Winthrop Capital Management, LLC | 0.08% | Add +0.5% | 2,483 | $351K |
| Paragon Private Wealth Management, LLC | 0.11% | Reduce -11.6% | 2,472 | $350K |
| Diversified Trust Co. | 0.01% | Add +3.5% | 2,471 | $349K |
| Old North State Wealth Management, LLC | 0.16% | Reduce -27.8% | 2,465 | $349K |
| Midwest Capital Advisors, LLC | 0.17% | No change | 2,467 | $349K |
| Affinity Wealth Management LLC | 0.05% | No change | 2,459 | $348K |
| AdvisorNet Financial, Inc | 0.02% | Add +246.5% | 2,436 | $345K |
| Regal Investment Advisors LLC | 0.02% | Add +0.7% | 2,433 | $344K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 2,421 | $342K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +1.3% | 2,421 | $342K |
| MeadowBrook Investment Advisors LLC | 0.30% | No change | 2,416 | $342K |
| Global Retirement Partners, LLC | 0.01% | Add +70.5% | 2,402 | $340K |
| Retirement Income Solutions, Inc. | 0.06% | Add +1.5% | 2,401 | $340K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -0.1% | 2,363 | $334K |
| Redwood Wealth Management Group, LLC | 0.14% | No change | 2,352 | $333K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 2,350 | $332K |
| Summit Financial Consulting LLC | 0.26% | Add +0.1% | 2,344 | $332K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.6% | 2,337 | $331K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -19.4% | 2,332 | $330K |
| Tidal Investments LLC | 0.00% | Add +10.5% | 2,326 | $329K |
| AlphaCore Capital LLC | 0.01% | Add +8.6% | 2,302 | $328K |
| Hilltop Partners LLC | 0.10% | No change | 2,304 | $326K |
| PBMares Wealth Management LLC | 0.05% | No change | 2,301 | $325K |
| Zhang Financial LLC | 0.01% | New | 2,261 | $320K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.8% | 2,261 | $320K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.1% | 2,236 | $319K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.0% | 2,271 | $316K |
| Trust Co. of Toledo NA | 0.03% | No change | 2,236 | $316K |
| XTX Topco Ltd | 0.02% | Reduce -95.4% | 2,218 | $314K |
| Virtue Capital Management, LLC | 0.05% | New | 16,360 | $313K |
| Asset Allocation Strategies LLC | 0.06% | Add +0.8% | 2,208 | $312K |
| Discipline Wealth Solutions, LLC | 0.08% | Add +0.1% | 2,190 | $310K |
| Kera Capital Partners, Inc. | 0.05% | New | 2,157 | $305K |
| Vontobel Holding Ltd. | 0.00% | New | 2,156 | $305K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.8% | 2,132 | $304K |
| Agp Franklin, LLC | 0.15% | No change | 2,145 | $303K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,133 | $302K |
| Diversified Portfolios, Inc. | 0.03% | No change | 2,124 | $300K |
| Whittier Trust Co. | 0.00% | No change | 2,145 | $300K |
| Romano Brothers and Company | 0.03% | Reduce -15.9% | 2,110 | $298K |
| SageView Advisory Group, LLC | 0.01% | Reduce -48.8% | 2,107 | $298K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.7% | 2,104 | $298K |
| AIFG Consultants Ltd. | 0.52% | Add +0.1% | 2,100 | $297K |
| Parallel Advisors, LLC | 0.01% | Add +0.3% | 2,095 | $296K |
| Calton & Associates, Inc. | 0.04% | Add +17.4% | 2,083 | $295K |
| Checchi Capital Advisers, LLC | 0.02% | Add +12.4% | 2,077 | $294K |
| Calydon Capital | 0.05% | No change | 2,060 | $291K |
| Holistic Financial Partners | 0.12% | New | 2,053 | $290K |
| Private Trust Co. NA | 0.03% | Reduce -1.6% | 2,053 | $290K |
| Mather Group, Llc. | 0.00% | Add +10.9% | 2,047 | $289K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -2.4% | 2,020 | $286K |
| Cigna Investments Inc. | 0.04% | No change | 2,015 | $285K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -35.8% | 2,015 | $285K |
| Dahring | Cusmano LLC | 0.20% | Add +0.9% | 2,005 | $284K |
| XML Financial, LLC | 0.02% | No change | 2,000 | $283K |
| Fiduciary Trust Co | 0.00% | Add +2.0% | 1,988 | $281K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.6% | 1,960 | $277K |
| Sonoma Allocations LLC | 0.10% | — | 1,955 | $277K |
| University of Texas/Texas Am Investment Management Co. | 0.04% | New | 1,951 | $276K |
| Hartline Investment Corp./ | 0.03% | No change | 1,948 | $276K |
| Crestwood Advisors Group, LLC | 0.00% | Add +10.1% | 1,946 | $275K |
| International Private Wealth Advisors LLC | 0.17% | Reduce -11.8% | 1,945 | $275K |
| Virtu Financial LLC | 0.02% | Reduce -93.4% | 1,936 | $274K |
| Ascentis Independent Advisors | 0.05% | Add +2.1% | 1,926 | $272K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.5% | 1,900 | $269K |
| Integrity Alliance, Llc. | 0.01% | New | 1,892 | $268K |
| Gateway Investment Advisers LLC | 0.00% | Add +13.4% | 1,891 | $267K |
| Belpointe Asset Management LLC | 0.01% | Reduce -10.0% | 1,873 | $265K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | Add +0.2% | 1,830 | $261K |
| Accurate Wealth Management, LLC | 0.03% | New | 1,838 | $260K |
| Pointe Capital Management LLC | 0.13% | No change | 1,829 | $259K |
| NTV Asset Management LLC | 0.03% | Add +0.2% | 1,824 | $258K |
| 626 Financial, LLC | 0.11% | Add +0.1% | 1,821 | $258K |
| Fiduciary Family Office, LLC | 0.07% | Reduce -15.7% | 1,819 | $257K |
| Triton Wealth Management, PLLC | 0.10% | Add +0.8% | 1,872 | $254K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.1% | 1,791 | $253K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.3% | 1,770 | $252K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 1,783 | $252K |
| Sonora Investment Management Group, LLC | 0.02% | Add +11.3% | 1,779 | $252K |
| Bar Harbor Wealth Management | 0.02% | Reduce -29.3% | 1,779 | $252K |
| DAVENPORT & Co LLC | 0.00% | Reduce -46.3% | 1,765 | $250K |
| Aprio Wealth Management, LLC | 0.02% | Add +5.6% | 1,755 | $248K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.1% | 1,744 | $247K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | Reduce -2.8% | 1,738 | $246K |
| Walleye Capital LLC | 0.00% | Add +180.2% | 1,729 | $245K |
| Atom Investors LP | 0.02% | No change | 1,728 | $244K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -1.1% | 1,720 | $243K |
| Principal Securities, Inc. | 0.00% | Add +2.1% | 1,713 | $242K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -11.7% | 1,700 | $242K |
| Financial Advisory Corp | 0.04% | No change | 1,710 | $242K |
| Advisors Capital Management, LLC | 0.00% | New | 1,703 | $241K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,700 | $240K |
| Caldwell Trust Co | 0.02% | No change | 1,688 | $239K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | Add +0.4% | 1,687 | $239K |
| Certuity, LLC | 0.02% | New | 1,686 | $238K |
| NewEdge Wealth, LLC | 0.00% | Reduce -15.6% | 1,777 | $238K |
| White Pine Investment CO | 0.06% | Add +0.7% | 1,679 | $238K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -1.0% | 1,676 | $237K |
| Segment Wealth Management, LLC | 0.01% | Add +7.8% | 1,668 | $236K |
| Longboard Asset Management, LP | 0.38% | No change | 1,666 | $236K |
| Csenge Advisory Group | 0.01% | Reduce -48.1% | 1,657 | $234K |
| Requisite Capital Management, LLC | 0.04% | New | 1,646 | $233K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -2.3% | 1,637 | $232K |
| Patton Fund Management, Inc. | 0.04% | No change | 1,634 | $231K |
| Rothschild Investment LLC | 0.01% | No change | 1,629 | $230K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.7% | 1,626 | $230K |
| Arbor Trust Wealth Advisors, LLC | 0.10% | No change | 1,612 | $230K |
| Consolidated Portfolio Review Corp | 0.03% | Add +0.3% | 1,623 | $230K |
| Affinity Investment Advisors, LLC | 0.16% | No change | 1,620 | $229K |
| Leo Wealth, LLC | 0.03% | Reduce -85.1% | 1,617 | $229K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 1,611 | $228K |
| Synovus Financial Corp. | 0.00% | New | 1,601 | $227K |
| Regions Financial Corp. | 0.00% | Reduce -0.8% | 1,565 | $221K |
| TD Private Client Wealth LLC | 0.00% | Add +11.8% | 1,551 | $219K |
| DGS Capital Management, LLC | 0.04% | New | 1,542 | $218K |
| Bailard, Inc. | 0.00% | New | 1,536 | $217K |
| FIL Ltd | 0.00% | No change | 1,534 | $217K |
| Occudo Quantitative Strategies LP | 0.03% | Reduce -94.9% | 1,522 | $215K |
| MCF Advisors LLC | 0.01% | No change | 1,509 | $215K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,518 | $215K |
| Delta Asset Management LLC | 0.02% | No change | 1,510 | $214K |
| LVM Capital Management Ltd. | 0.02% | New | 1,508 | $213K |
| Allegheny Financial Group | 0.04% | New | 1,504 | $213K |
| Old Mission Investment Co LLC | 0.05% | Reduce -21.2% | 1,489 | $212K |
| Cidel Asset Management Inc. | 0.01% | New | 1,497 | $212K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,484 | $210K |
| Transcend Capital Advisors, LLC | 0.01% | New | 1,484 | $210K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,481 | $209K |
| Fidelis Capital Partners, LLC | 0.02% | Add +1.0% | 1,479 | $209K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 1,476 | $209K |
| Wedmont Private Capital | 0.01% | New | 1,445 | $206K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Reduce -5.4% | 1,454 | $206K |
| Conning Inc. | 0.01% | New | 1,446 | $205K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,444 | $204K |
| Gradient Investments LLC | 0.00% | New | 1,441 | $204K |
| Cozad Asset Management Inc. | 0.02% | New | 1,439 | $204K |
| Brown Brothers Harriman & Co. | 0.00% | Add +149.6% | 1,435 | $203K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 1,433 | $203K |
| Neville Rodie & Shaw Inc. | 0.01% | New | 1,428 | $202K |
| Brooklyn Investment Group | 0.03% | Reduce -3.6% | 1,531 | $202K |
| Second Line Capital, LLC | 0.04% | Reduce -12.4% | 1,406 | $201K |
| Arete Wealth Advisors, LLC | 0.01% | New | 1,415 | $200K |
| Financial Perspectives, Inc | 0.05% | Add +0.4% | 1,363 | $193K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +8.3% | 1,363 | $193K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,359 | $192K |
| Richardson Financial Services Inc. | 0.12% | Reduce -4.9% | 1,355 | $192K |
| Ancora Advisors LLC | 0.00% | No change | 1,303 | $184K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 1,271 | $180K |
| Versant Capital Management, Inc | 0.02% | Add +19.2% | 1,260 | $178K |
| Adirondack Trust Co. | 0.06% | No change | 1,200 | $170K |
| Crews Bank & Trust | 0.02% | No change | 1,171 | $166K |
| Burkett Financial Services, LLC | 0.06% | Add +0.9% | 1,165 | $165K |
| Steph & Co. | 0.05% | Reduce -4.5% | 1,112 | $157K |
| Riverview Trust Co | 0.18% | No change | 1,053 | $149K |
| S.A. Mason LLC | 0.07% | Add +0.4% | 1,044 | $148K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +5.4% | 1,027 | $145K |
| Washington Trust Advisors, Inc. | 0.01% | Add +3.2% | 1,026 | $145K |
| Sound Income Strategies, LLC | 0.01% | Reduce -12.0% | 993 | $139K |
| Ostrum Asset Management | 0.01% | Reduce -3.0% | 970 | $137K |
| Leonteq Securities AG | 0.01% | Add +937.0% | 954 | $135K |
| Pacific Center for Financial Services | 0.03% | No change | 920 | $130K |
| MTM Investment Management, LLC | 0.04% | No change | 900 | $127K |
| Webster Bank, N. A. | 0.01% | Reduce -9.6% | 900 | $127K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 897 | $127K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -1.8% | 884 | $125K |
| Concord Wealth Partners | 0.02% | No change | 821 | $116K |
| Walleye Trading LLC | 0.00% | New | 790 | $112K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Add +307.3% | 786 | $111K |
| Fairscale Capital, LLC | 0.08% | No change | 781 | $111K |
| LRI Investments, LLC | 0.01% | Reduce -6.8% | 778 | $110K |
| Lanark Financial, Inc. | 0.01% | Reduce -34.1% | 739 | $105K |
| Essex Investment Management Co. LLC | 0.02% | No change | 728 | $103K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 721 | $102K |
| First Command Advisory Services, Inc. | 0.00% | No change | 710 | $100K |
| Cromwell Holdings LLC | 0.05% | No change | 693 | $99K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 655 | $93K |
| Essential Partners LLC | 0.03% | Reduce -28.2% | 614 | $87K |
| TCTC Holdings, LLC | 0.00% | No change | 604 | $85K |
| WFA of San Diego, LLC | 0.06% | No change | 603 | $85K |
| CYBER HORNET ETFs LLC | 0.05% | Add +3.7% | 558 | $79K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.7% | 557 | $79K |
| Gen-Wealth Partners Inc | 0.03% | No change | 553 | $78K |
| AllSquare Wealth Management LLC | 0.04% | No change | 552 | $78K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 543 | $77K |
| Spire Wealth Management | 0.00% | No change | 543 | $77K |
| Logan Capital Management Inc. | 0.00% | No change | 536 | $76K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 531 | $75K |
| Sentry Investment Management LLC | 0.05% | Reduce -10.7% | 532 | $75K |
| Crewe Advisors LLC | 0.01% | Reduce -1.0% | 509 | $72K |
| Oakworth Capital, Inc. | 0.00% | No change | 501 | $71K |
| GGM Financial LLC | 0.04% | New | 500 | $71K |
| Toth Financial Advisory Corp. | 0.01% | No change | 489 | $69K |
| Robbins Farley | 0.03% | No change | 472 | $67K |
| Hilltop National Bank | 0.02% | Reduce -28.3% | 456 | $64K |
| United Community Bank | 0.02% | Reduce -24.6% | 454 | $64K |
| Atlantic Union Bankshares Corp | 0.00% | Add +13.5% | 453 | $64K |
| Heritage Wealth Advisors | 0.00% | Add +12.5% | 450 | $64K |
| WPG Advisers, LLC | 0.05% | Reduce -0.5% | 447 | $63K |
| American National Bank & Trust | 0.01% | No change | 444 | $63K |
| Golden State Wealth Management, LLC | 0.01% | Add +127.7% | 419 | $59K |
| Dakota Community Bank & Trust NA | 0.22% | No change | 400 | $57K |
| Bank of New Hampshire | 0.01% | No change | 400 | $57K |
| Godsey & Gibb, Inc. | 0.01% | No change | 400 | $57K |
| Sittner & Nelson, LLC | 0.02% | Reduce -2.2% | 363 | $51K |
| JFS Wealth Advisors, LLC | 0.00% | Add +479.0% | 359 | $51K |
| Summit Securities Group LLC | 0.02% | Add +146.2% | 357 | $50K |
| State of Wyoming | 0.01% | Add +5.6% | 356 | $50K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 355 | $50K |
| Centennial Bank | 0.02% | No change | 350 | $50K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | No change | 344 | $49K |
| HM Payson & Co. | 0.00% | No change | 339 | $48K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 333 | $47K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +354.8% | 332 | $47K |
| WFA Asset Management Corp | 0.03% | Add +0.8% | 359 | $46K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 325 | $46K |
| Salomon & Ludwin, LLC | 0.00% | Add +29.8% | 305 | $43K |
| TruNorth Capital Management, LLC | 0.01% | No change | 300 | $42K |
| Coastline Trust Co | 0.00% | No change | 300 | $42K |
| MV Capital Management, Inc. | 0.00% | Add +0.7% | 297 | $42K |
| Manchester Capital Management LLC | 0.01% | No change | 284 | $40K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 283 | $40K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +13.0% | 269 | $38K |
| Beacon Capital Management, Inc. | 0.00% | No change | 260 | $37K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -3.8% | 255 | $36K |
| First Horizon Corp. | 0.00% | — | 252 | $36K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 250 | $36K |
| City State Bank | 0.01% | No change | 250 | $35K |
| CVA Family Office, LLC | 0.00% | Add +14.8% | 241 | $34K |
| Rise Advisors, LLC | 0.01% | Add +2.6% | 239 | $34K |
| First Financial Corp. | 0.01% | No change | 235 | $33K |
| Covestor Ltd | 0.02% | Reduce -10.7% | 234 | $33K |
| Tsfg, LLC | 0.01% | No change | 236 | $33K |
| Asset Dedication, LLC | 0.00% | Add +88.4% | 228 | $32K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.4% | 226 | $32K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 216 | $31K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +5.3% | 217 | $31K |
| Mascoma Wealth Management LLC | 0.01% | No change | 214 | $30K |
| Global Wealth Strategies & Associates | 0.01% | New | 200 | $28K |
| Motco | 0.00% | Reduce -7.4% | 200 | $28K |
| Eastern Bank | 0.00% | Reduce -26.5% | 200 | $28K |
| DT Investment Partners, LLC | 0.00% | No change | 199 | $28K |
| Cloud Capital Management, LLC | 0.01% | New | 200 | $28K |
| Hemington Wealth Management | 0.00% | Add +8.2% | 198 | $28K |
| Clean Yield Group | 0.01% | New | 197 | $28K |
| New Age Alpha Advisors, LLC | 0.00% | No change | 185 | $26K |
| Centerpoint Advisors, LLC | 0.01% | No change | 182 | $26K |
| Smithfield Trust Co | 0.00% | No change | 175 | $25K |
| Grove Bank & Trust | 0.00% | No change | 176 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 175 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 169 | $24K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $23K |
| True Wealth Design, LLC | 0.01% | Add +27.0% | 160 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 160 | $23K |
| Quent Capital, LLC | 0.00% | New | 153 | $22K |
| GW&K Investment Management, LLC | 0.00% | Add +0.7% | 146 | $21K |
| GoalVest Advisory LLC | 0.00% | No change | 145 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 145 | $21K |
| Sunbelt Securities, Inc. | 0.00% | New | 144 | $20K |
| Clark Wealth Partners | 0.01% | No change | 157 | $20K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 142 | $20K |
| Horizon Bancorp Inc. | 0.01% | No change | 143 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 140 | $20K |
| Root Financial Partners, LLC | 0.00% | New | 129 | $18K |
| Breakwater Investment Management | 0.01% | No change | 128 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 126 | $18K |
| Aventura Private Wealth, LLC | 0.01% | Add +476.2% | 121 | $17K |
| BankPlus Trust Department | 0.00% | No change | 120 | $17K |
| West Oak Capital, LLC | 0.01% | No change | 115 | $16K |
| Rossby Financial, LCC | 0.01% | Reduce -21.0% | 113 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 109 | $15K |
| NFSG Corp | 0.00% | Add +1.0% | 105 | $15K |
| Zions Bancorporation, National Association | 0.00% | Add +25.0% | 105 | $15K |
| CGC Financial Services, LLC | 0.00% | No change | 101 | $14K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 100 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 100 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $14K |
| Trust Co. of Vermont | 0.00% | No change | 100 | $14K |
| Meeder Asset Management Inc. | 0.00% | New | 97 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 94 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 94 | $13K |
| GF Fund Management Co. LTD. | 0.00% | No change | 87 | $12K |
| ORG Partners LLC | 0.00% | Add +13.0% | 87 | $12K |
| Binnacle Investments Inc | 0.01% | Add +11.8% | 85 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 84 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 77 | $11K |
| JPL Wealth Management, LLC | 0.00% | New | 77 | $11K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 77 | $11K |
| Fortitude Family Office, LLC | 0.00% | Reduce -3.8% | 77 | $11K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -76.0% | 75 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 75 | $11K |
| Luminist Capital LLC | 0.01% | No change | 75 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 74 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 72 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 70 | $10K |
| Colonial Trust Co / SC | 0.00% | No change | 68 | $10K |
| Albion Financial Group | 0.00% | Add +15.3% | 68 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | No change | 64 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 62 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 53 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $7K |
| Bfsg, LLC | 0.00% | New | 50 | $7K |
| Howard Hughes Medical Institute | 0.00% | No change | 44 | $6K |
| Montag A & Associates Inc. | 0.00% | No change | 42 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +50.0% | 42 | $6K |
| Kilter Group LLC | 0.00% | Add +32.3% | 41 | $6K |
| Sachetta, LLC | 0.00% | No change | 39 | $6K |
| TFC Financial Management, Inc. | 0.00% | No change | 39 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 39 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 38 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -38.2% | 34 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 33 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 33 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 32 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -13.9% | 31 | $4K |
| Pittenger & Anderson Inc. | 0.00% | New | 30 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +3.6% | 29 | $4K |
| Avion Wealth | 0.00% | Add +13.8% | 33 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -3.5% | 28 | $4K |
| Anfield Capital Management, LLC | 0.00% | Reduce -18.2% | 27 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 25 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 24 | $3K |
| SBI Securities Co., Ltd. | 0.00% | No change | 24 | $3K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 22 | $3K |
| Morse Asset Management, Inc | 0.00% | Reduce -4.5% | 21 | $3K |
| Highline Wealth Partners LLC | 0.00% | Reduce -33.3% | 20 | $3K |
| Hughes Financial Services, LLC | 0.00% | No change | 20 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 16 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +6.7% | 16 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 18 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -50.0% | 14 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +16.7% | 14 | $2K |
| Clarity Asset Management, Inc. | 0.00% | New | 14 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +7.7% | 14 | $2K |
| Park Place Capital Corp | 0.00% | No change | 13 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 12 | $2K |
| Abound Wealth Management | 0.00% | No change | 12 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 12 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +20.0% | 12 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -98.9% | 11 | $2K |
| Optiver Holding B.V. | 0.00% | New | 11 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.3% | 11 | $2K |
| Guerra Advisors Inc | 0.00% | New | 10 | $1K |
| Activest Wealth Management | 0.00% | Add +66.7% | 10 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 9 | $1K |
| WestEnd Advisors, LLC | 0.00% | New | 9 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 8 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 8 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 8 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 14 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 7 | $990 |
| S&T Bank | 0.00% | Add +16.7% | 7 | $990 |
| Bare Financial Services, Inc | 0.00% | No change | 7 | $990 |
| Winnacle Wealth LLC | 0.00% | New | 6 | $852 |
| American Capital Advisory, LLC | 0.00% | Add +20.0% | 6 | $849 |
| Ameriflex Group, Inc. | 0.00% | Reduce -87.5% | 6 | $849 |
| Avalon Trust Co | 0.00% | New | 6 | $849 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $708 |
| Nova Wealth Management, Inc. | 0.00% | Reduce -55.6% | 4 | $566 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -20.0% | 4 | $566 |
| Stone House Investment Management, LLC | 0.00% | New | 4 | $566 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 3 | $425 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -90.2% | 4 | $368 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $285 |
| Davis Capital Management | 0.00% | — | 2 | $283 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 2 | $280 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $142 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 1 | $141 |
| North Capital, Inc. | 0.00% | New | 1 | $141 |
| High Note Wealth, LLC | 0.00% | New | 1 | $141 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is DTE's weight in each manager's 13F, not the share of DTE Energy Company the manager owns.