DTE Energy CompanyDTE

13F holders, Q4 2025 (December 31)
962holders +41
97new positions
90sold out
10famous investors
$129.18avg. 13F price*

At the end of Q4 2025, 962 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 41 from Q3 2025. 97 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.4B) and Capital Research Global Investors ($1.6B). 10 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions97$670.3M
Exits90$704.2M

All 13F filers, Q3 2025 → Q4 2025: 15,382,967 shares bought and 18,516,002 shares sold, net −3,133,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 962 holders

Vanguard Group Inc. 0.05% Add +3.0% 26,305,533 $3.4B
BlackRock, Inc. 0.04% Add +8.1% 18,769,547 $2.4B
Capital Research Global Investors 0.30% Add +3.1% 12,447,948 $1.6B
State Street Corp. 0.05% Add +2.5% 11,078,346 $1.4B
Capital World Investors 0.17% Reduce -0.2% 9,833,064 $1.3B
Ameriprise Financial Inc. 0.17% Add +2.2% 5,694,794 $734.2M
Geode Capital Management, LLC 0.04% Add +2.1% 5,592,670 $718.7M
Janus Henderson Group PLC 0.18% Add +2.2% 3,044,198 $392.6M
Millennium Management 0.26% Add +227.4% 2,729,226 $352.0M
Clearbridge Investments, LLC 0.27% Reduce -0.8% 2,633,729 $339.7M
Invesco Ltd. 0.03% Add +3.1% 2,521,165 $325.2M
Boston Partners 0.34% Reduce -1.8% 2,510,902 $323.9M
Morgan Stanley 0.02% Reduce -0.7% 2,468,125 $318.3M
Soroban Capital Partners LP 2.07% Add +135.2% 1,998,510 $282.6M
Northern Trust Corp. 0.03% Reduce -2.2% 1,711,800 $220.8M
Franklin Resources Inc. 0.05% Add +2.5% 1,549,640 $199.9M
Bank of America Corp. 0.01% Reduce -9.2% 1,467,597 $189.3M
Legal & General Group Plc 0.04% Reduce -1.1% 1,381,945 $178.2M
Charles Schwab Investment Management Inc. 0.03% Add +1.2% 1,353,770 $174.6M
Bank of New York Mellon Corp 0.03% Reduce -2.7% 1,243,926 $160.4M
Massachusetts Financial Services Co. 0.05% Reduce -6.7% 1,213,915 $156.6M
Point72 Asset Management 0.24% New 1,150,017 $148.3M
Goldman Sachs Group Inc. 0.02% Reduce -1.5% 1,120,549 $144.5M
T. Rowe Price Associates Inc. 0.02% Reduce -0.7% 1,095,466 $141.3M
Balyasny Asset Management L.P. 0.27% New 1,080,964 $139.4M
Cohen & Steers, Inc. 0.23% New 973,829 $125.6M
AQR Capital Management 0.06% Reduce -28.0% 913,944 $117.9M
Barclays PLC 0.05% Reduce -1.3% 907,754 $117.1M
JPMorgan Chase & Co. 0.01% Reduce -29.1% 890,419 $114.8M
Panagora Asset Management Inc. 0.37% Reduce -32.5% 803,129 $103.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -5.1% 799,197 $103.1M
Duff & Phelps Investment Management Co. 1.16% Add +8.9% 792,446 $102.2M
Dimensional Fund Advisors LP 0.02% Add +1.4% 791,477 $102.1M
First Trust Advisors LP 0.07% Reduce -7.3% 746,808 $96.3M
Royal Bank of Canada 0.02% Add +3.0% 723,006 $93.3M
Amundi 0.03% Add +123.4% 715,240 $92.3M
Qube Research & Technologies Ltd 0.13% Add +546.8% 692,514 $89.3M
Pictet Asset Management Holding SA 0.07% Reduce -6.0% 595,971 $76.9M
Swiss National Bank 0.04% Reduce -4.9% 568,800 $73.4M
Energy Income Partners, LLC 1.33% Reduce -13.6% 568,407 $73.3M
California Public Employees Retirement System 0.04% Reduce -14.8% 550,560 $71.0M
Deutsche Bank AG 0.02% Add +3.5% 526,648 $67.9M
FMR LLC 0.00% Reduce -3.3% 503,227 $64.9M
HITE Hedge Asset Management LLC 3.90% Reduce -47.9% 471,367 $60.8M
Freestone Grove Partners LP 0.44% New 469,260 $60.5M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -5.0% 458,882 $59.2M
Nuveen, LLC 0.01% Add +3.4% 441,807 $57.0M
UBS Group AG 0.01% Reduce -76.6% 440,054 $56.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.5% 434,211 $56.6M
Reaves W H & Co. Inc. 0.94% Reduce -28.8% 417,526 $53.9M
MUFG Securities EMEA plc 0.62% Add +10388.8% 416,720 $53.7M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.6% 413,310 $53.3M
Raymond James Financial Inc. 0.02% Reduce -60.5% 388,198 $50.1M
HSBC Holdings PLC 0.03% Add +11.1% 387,409 $50.0M
NewEdge Advisors, LLC 0.17% Add +1.7% 373,241 $48.1M
D. E. Shaw & Co. 0.04% Add +212.2% 362,037 $46.7M
Victory Capital Management Inc. 0.03% Reduce -0.2% 361,403 $46.6M
Jennison Associates LLC 0.03% Reduce -30.7% 355,298 $45.8M
Vaughan David Investments LLC 0.99% Add +0.5% 353,957 $45.7M
Rhumbline Advisers 0.04% Reduce -1.5% 353,440 $45.6M
Alliancebernstein L.P. 0.01% Add +50.0% 337,790 $43.6M
Wells Fargo & Company 0.01% Add +19.4% 317,248 $40.9M
SG Americas Securities, LLC 0.05% Add +5458.5% 306,386 $39.5M
Nordea Investment Management AB 0.03% Add +4.1% 302,304 $39.1M
Yaupon Capital Management LP 1.85% Reduce -2.5% 290,679 $37.5M
National Pension Service 0.03% Add +10.7% 288,374 $37.2M
Renaissance Technologies 0.06% Reduce -15.3% 274,800 $35.4M
Voya Investment Management LLC 0.04% Reduce -2.4% 260,186 $33.6M
Prudential Financial Inc. 0.04% Reduce -48.8% 253,828 $32.7M
California State Teachers Retirement System 0.03% Reduce -0.3% 248,411 $32.0M
Bank of Montreal 0.01% Add +10.3% 246,041 $31.7M
Teilinger Capital Ltd. 31.56% New 240,000 $31.0M
Focus Partners Wealth 0.04% Add +7.9% 223,901 $30.7M
Gotham Asset Management 0.11% Reduce -4.0% 232,250 $30.0M
Principal Financial Group Inc. 0.02% Reduce -7.5% 231,162 $29.8M
TD Asset Management Inc 0.02% Reduce -4.0% 230,992 $29.8M
Citigroup Inc. 0.02% Add +0.7% 218,277 $28.2M
BNP Paribas Financial Markets 0.02% Reduce -23.4% 213,924 $27.6M
Voloridge Investment Management, LLC 0.10% New 212,682 $27.4M
LPL Financial LLC 0.01% Reduce -17.6% 212,591 $27.4M
Deprince Race & Zollo Inc. 0.50% Add +70.7% 203,303 $26.2M
Allspring Global Investments Holdings, LLC 0.04% Add +44.0% 188,845 $24.6M
Citadel Advisors 0.02% Add +281.2% 179,621 $23.2M
Canada Pension Plan Investment Board 0.01% Add +11.7% 174,343 $22.5M
Martingale Asset Management L P 0.57% Add +1.2% 174,218 $22.5M
Aventail Capital Group, LP 1.28% Reduce -26.2% 171,822 $22.2M
National Bank of Canada 0.02% Reduce -64.8% 171,657 $22.1M
Magellan Asset Management Ltd 0.27% Add +1.2% 169,278 $21.8M
Teacher Retirement System of Texas 0.07% Reduce -44.3% 162,632 $21.0M
State Board of Administration of Florida Retirement System 0.04% No change 162,230 $20.9M
Worldquant Millennium Advisors LLC 0.08% Add +740.3% 152,265 $19.6M
Toronto Dominion Bank 0.03% Add +76.9% 151,216 $19.5M
New York State Teachers Retirement System 0.04% Reduce -12.3% 149,248 $19.3M
Glenmede Trust Co. NA 0.09% — 148,217 $19.1M
Jane Street Group, LLC 0.02% Reduce -25.4% 146,282 $18.9M
Quantinno Capital Management LP 0.04% Reduce -13.9% 139,207 $18.0M
Natixis Advisors, LLC 0.03% Reduce -7.6% 137,499 $17.7M
American Century Companies Inc. 0.01% Add +1.1% 136,078 $17.6M
Brandywine Global Investment Management, LLC 0.12% Reduce -1.6% 132,758 $17.1M
Blue Chip Partners, LLC 1.21% Add +1.5% 129,401 $16.7M
Neuberger Berman Group LLC 0.01% Reduce -68.8% 129,387 $16.7M
State of Wisconsin Investment Board 0.04% Add +1.8% 127,972 $16.5M
Beck Bode, LLC 2.74% New 127,692 $16.5M
Korea Investment CORP 0.03% Reduce -19.5% 126,435 $16.3M
Envestnet Asset Management Inc. 0.00% Reduce -25.6% 124,979 $16.1M
Sei Investments Co. 0.02% Add +113.4% 123,354 $15.9M
AE Wealth Management LLC 0.09% Add +3.9% 123,173 $15.9M
Wedge Capital Management L L P 0.28% Add +3.7% 122,581 $15.8M
Tortoise Capital Advisors, L.L.C. 0.20% Add +12.4% 122,111 $15.7M
Capital International, Inc. 0.12% Add +14.6% 118,281 $15.3M
Asset Management One Co., Ltd. 0.04% Add +2.1% 115,774 $15.0M
Forsta Ap-Fonden 0.09% Add +81.5% 115,100 $14.8M
Stack Financial Management, Inc 1.08% Reduce -1.4% 110,258 $14.2M
Man Group plc 0.03% Add +157.6% 109,192 $14.1M
Russell Investments Group, Ltd. 0.02% Reduce -39.7% 109,102 $14.1M
CANADA LIFE ASSURANCE Co 0.02% Reduce -0.2% 106,960 $13.8M
Aberdeen Group plc 0.02% Add +12.8% 105,436 $13.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -0.7% 105,295 $13.6M
New York State Common Retirement Fund 0.02% No change 102,915 $13.3M
Stifel Financial Corp. 0.01% Reduce -4.2% 97,686 $12.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +4.0% 96,837 $12.5M
Marshall Wace, LLP 0.01% New 96,651 $12.5M
Westwood Holdings Group Inc. 0.10% Reduce -6.2% 93,654 $12.1M
Osaic Holdings, Inc. 0.02% Reduce -12.1% 93,321 $12.0M
BTG Pactual Asset Management US LLC 1.33% New 92,354 $11.9M
Leeward Investments, LLC - MA 0.60% Reduce -4.9% 91,611 $11.8M
OMERS ADMINISTRATION Corp 0.08% Add +41.0% 91,194 $11.8M
Twinbeech Capital LP 0.83% New 90,503 $11.7M
APG Asset Management N.V. 0.03% Reduce -46.3% 106,256 $11.7M
Susquehanna Portfolio Strategies, LLC 0.18% Reduce -40.9% 89,933 $11.6M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -8.7% 89,543 $11.5M
Treasurer of the State of North Carolina 0.04% Reduce -6.8% 86,821 $11.2M
Engineers Gate Manager LP 0.13% Add +1441.6% 84,618 $10.9M
Jain Global LLC 0.11% New 82,422 $10.6M
Ensign Peak Advisors, Inc 0.02% Reduce -23.8% 81,832 $10.6M
Creative Planning 0.01% Add +0.3% 80,767 $10.4M
Applied Finance Capital Management, LLC 0.75% Reduce -3.9% 80,746 $10.4M
Dark Forest Capital Management LP 0.47% Add +36.3% 80,633 $10.4M
Mn Services Vermogensbeheer B.V. 0.06% Add +3.0% 79,835 $10.3M
Campbell & CO Investment Adviser LLC 0.49% Add +1893.5% 79,581 $10.3M
State of Tennessee, Department of Treasury 0.03% Reduce -27.9% 76,108 $10.2M
Howe & Rusling Inc. 0.66% Reduce -2.8% 77,398 $10.0M
HighTower Advisors, LLC 0.01% Reduce -18.3% 74,530 $9.6M
Edgestream Partners, L.P. 0.26% Add +29.7% 72,354 $9.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% No change 70,573 $9.1M
Comerica Bank 0.04% Reduce -0.5% 70,479 $9.1M
Nomura Asset Management Co. Ltd. 0.02% Add +0.2% 70,289 $9.1M
Credit Agricole S A 0.02% Add +12.8% 69,122 $8.9M
Lido Advisors, LLC 0.04% Add +1.0% 65,517 $8.9M
RWC Asset Management LLP 0.49% Reduce -8.0% 67,751 $8.7M
Public Employees Retirement System of Ohio 0.03% Reduce -3.4% 67,162 $8.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +58.0% 65,555 $8.5M
Cyndeo Wealth Partners, LLC 0.45% Add +5.3% 64,723 $8.3M
Entropy Technologies, LP 0.45% New 64,342 $8.3M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.2% 64,120 $8.3M
CoreCap Advisors, LLC 0.28% Add +104.5% 62,928 $8.1M
State of New Jersey Common Pension Fund D 0.03% Reduce -3.4% 61,052 $7.9M
CIBC Private Wealth Group LLC 0.01% Reduce 0.0% 60,818 $7.8M
Hantz Financial Services, Inc. 0.11% Add +88.4% 96,363 $7.8M
PNC Financial Services Group, Inc. 0.00% Add +12.6% 60,250 $7.8M
Schonfeld Strategic Advisors LLC 0.04% New 59,743 $7.7M
Polymer Capital Management (US) LLC 0.98% Reduce -2.3% 58,786 $7.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% — 58,140 $7.5M
Commonwealth Equity Services, LLC 0.01% Reduce -13.4% 57,926 $7.5M
Arizona State Retirement System 0.04% Reduce -7.0% 56,903 $7.3M
O'shaughnessy Asset Management, LLC 0.04% Reduce -9.8% 55,436 $7.2M
Schroder Investment Management Group 0.01% Add +17.9% 54,656 $7.1M
Czech National Bank 0.05% Add +3.9% 54,762 $7.1M
State of Michigan Retirement System 0.03% Reduce -3.2% 54,377 $7.0M
Bogart Wealth, LLC 0.28% Reduce -0.2% 54,088 $7.0M
Nisa Investment Advisors, LLC 0.02% Add +2.0% 53,546 $7.0M
CIBC Asset Management Inc 0.02% Add +58.1% 53,763 $6.9M
Summit Global Investments 0.41% Add +37.8% 53,460 $6.9M
Sigma Planning Corp 0.19% Reduce -0.1% 53,149 $6.9M
Public Sector Pension Investment Board 0.02% Add +18.2% 52,933 $6.8M
Janney Montgomery Scott LLC 0.02% Reduce -6.1% 52,930 $6.8M
Susquehanna International Group, LLP 0.01% Add +21.3% 52,174 $6.7M
ProShare Advisors LLC 0.01% Add +9.2% 50,928 $6.6M
Thrivent Financial for Lutherans 0.01% Reduce -0.1% 50,300 $6.5M
MetLife Investment Management, LLC 0.03% Reduce -3.3% 49,776 $6.4M
Corient Private Wealth LP 0.01% Add +1.6% 48,670 $6.3M
Strategic Advisors LLC 0.98% No change 48,695 $6.3M
Vinva Investment Management Ltd 0.08% Add +1504.5% 48,216 $6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -3.1% 48,308 $6.2M
Capitolis Liquid Global Markets LLC 0.04% New 47,000 $6.1M
Cetera Investment Advisers 0.01% Reduce -18.6% 45,988 $5.9M
Federated Hermes, Inc. 0.01% Reduce -0.3% 44,679 $5.8M
Retirement Systems of Alabama 0.02% Reduce -0.2% 44,181 $5.7M
Hennessy Advisors Inc. 0.20% Reduce -3.4% 43,104 $5.6M
Daiwa Securities Group Inc. 0.02% Reduce -39.6% 40,723 $5.3M
Amalgamated Bank 0.04% Reduce -4.4% 38,542 $5.0M
Guggenheim Capital LLC 0.04% Add +7.3% 38,370 $4.9M
Covalis Capital LLP 0.39% New 38,298 $4.9M
Mackenzie Financial Corp. 0.01% Add +7.2% 38,135 $4.9M
Northside Capital Management, LLC 0.42% Reduce -1.8% 37,535 $4.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +5.1% 37,518 $4.8M
Pallas Capital Advisors LLC 0.16% Add +8.8% 37,428 $4.8M
Mercer Global Advisors Inc. 0.01% Reduce -2.3% 37,016 $4.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +23.3% 36,764 $4.7M
QRG Capital Management, Inc. 0.05% Reduce -1.5% 36,702 $4.7M
Aquatic Capital Management LLC 0.13% New 36,498 $4.7M
Woodline Partners LP 0.02% Add +29.1% 35,432 $4.6M
Gabelli Funds LLC 0.03% Reduce -0.3% 34,900 $4.5M
Xponance LLC 0.03% Add +6.1% 34,390 $4.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +23.3% 34,227 $4.4M
Utah Retirement Systems 0.04% No change 34,012 $4.4M
Baird Financial Group, Inc. 0.01% Reduce -8.9% 33,939 $4.4M
Morton Community Bank 0.94% Add +4.0% 32,325 $4.3M
DekaBank Deutsche Girozentrale 0.01% No change 35,613 $4.3M
Bridgewater Associates 0.02% Add +19.2% 33,254 $4.3M
Patton Albertson Miller Group, LLC 0.50% Reduce -0.7% 33,203 $4.3M
Cerity Partners LLC 0.01% Reduce -10.5% 32,901 $4.2M
Bank of Nova Scotia 0.01% Reduce -5.8% 32,486 $4.2M
USS Investment Management Ltd 0.02% No change 32,394 $4.2M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -4.3% 31,876 $4.1M
Yousif Capital Management, LLC 0.04% Reduce -3.4% 30,160 $4.1M
Eley Financial Management, Inc 1.46% Add +2.6% 31,492 $4.1M
Sit Investment Associates Inc. 0.08% Add +2.8% 31,090 $4.0M
Cibc World Markets Corp. 0.02% — 31,061 $4.0M
IFM Investors Pty Ltd 0.03% Add +0.6% 30,864 $4.0M
Qsemble Capital Management, LP 0.32% Add +181.1% 30,259 $3.9M
NEOS Investment Management LLC 0.02% Add +19.8% 29,993 $3.9M
Waverly Advisors, LLC 0.03% Reduce -5.0% 29,782 $3.8M
Rockefeller Capital Management L.P. 0.01% Add +14.2% 29,512 $3.8M
AlphaQuest LLC 0.21% Add +548.7% 28,439 $3.7M
New York Life Investment Management LLC 0.03% Add +1.2% 28,379 $3.7M
Rakuten Investment Management, Inc. 0.01% Reduce -55.5% 27,317 $3.5M
Wealthfront Advisers LLC 0.01% Add +6.1% 27,415 $3.5M
Sciencast Management LP 0.49% New 27,327 $3.5M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -99.6% 27,213 $3.5M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -2.1% 26,946 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +1.6% 26,634 $3.4M
Mediolanum International Funds Ltd 0.03% Reduce -89.2% 26,183 $3.4M
Royal London Asset Management Ltd. 0.01% Reduce -3.9% 26,268 $3.4M
Meiji Yasuda Asset Management Co Ltd. 0.16% Add +21.1% 26,255 $3.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.8% 25,588 $3.3M
Sanctuary Advisors, LLC 0.02% Reduce -0.5% 25,495 $3.3M
Icon Advisers Inc. 0.70% Reduce -7.2% 24,659 $3.2M
Pacer Advisors, Inc. 0.01% Add +40.3% 24,563 $3.2M
Oxbow Advisors, LLC 0.28% New 24,383 $3.1M
HRT Financial LP 0.01% Reduce -70.0% 24,244 $3.1M
Hennion & Walsh Asset Management, Inc. 0.11% Add +20.4% 23,799 $3.1M
Oregon Public Employees Retirement Fund 0.04% Add +0.1% 23,736 $3.1M
Pathstone Holdings, LLC 0.01% Reduce -2.0% 23,709 $3.1M
UniSuper Management Pty Ltd 0.02% Reduce -1.4% 23,520 $3.0M
Machina Capital S.A.S. 0.57% New 23,359 $3.0M
MML Investors Services, LLC 0.01% Add +8.5% 23,304 $3.0M
Graham Capital Management, L.P. 0.15% Add +145.2% 23,193 $3.0M
Ontario Teachers Pension Plan Board 0.07% Reduce -53.7% 23,174 $3.0M
US Bancorp \de 0.00% Reduce -0.1% 23,017 $3.0M
Rafferty Asset Management, LLC 0.01% Add +4.6% 22,871 $2.9M
Gilliland Jeter Wealth Management LLC 0.87% No change 22,425 $2.9M
Mutual of America Capital Management LLC 0.03% Reduce -0.9% 22,295 $2.9M
Lincoln Capital Corp. 1.02% Add +0.7% 22,208 $2.9M
Commerce Bank 0.02% Reduce -1.1% 22,076 $2.8M
Cwm, LLC 0.01% Reduce -38.5% 22,077 $2.8M
Meritage Portfolio Management 0.19% New 21,640 $2.8M
Abc Arbitrage SA 0.26% New 21,214 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -7.4% 20,559 $2.7M
Larson Financial Group LLC 0.09% Reduce -3.2% 20,494 $2.6M
J.W. Cole Advisors, Inc. 0.06% Reduce -2.4% 20,420 $2.6M
Jones Financial Companies LLLP 0.00% Add +12.0% 19,972 $2.6M
KBC Group NV 0.01% Add +7.6% 19,963 $2.6M
&partners 0.01% Reduce -0.7% 19,705 $2.5M
Sequoia Financial Advisors, LLC 0.01% Add +11.6% 19,608 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.7% 19,419 $2.5M
Kestra Advisory Services, LLC 0.01% Add +1.9% 19,411 $2.5M
Public Employees Retirement Association of Colorado 0.01% No change 18,965 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +22.7% 18,776 $2.4M
Swiss Life Asset Management Ltd 0.01% Reduce -3.5% 18,609 $2.4M
Private Advisor Group, LLC 0.01% Reduce -1.8% 18,426 $2.4M
Macquarie Group Ltd. 0.01% Add +29.6% 18,228 $2.4M
HighPoint Advisor Group LLC 0.05% Add +19.9% 18,215 $2.3M
Occudo Quantitative Strategies LP 0.16% Add +1080.9% 17,973 $2.3M
Huntington National Bank 0.02% Add +0.4% 17,587 $2.3M
Gsa Capital Partners LLP 0.19% New 17,102 $2.2M
Captrust Financial Advisors 0.00% Reduce -12.3% 16,477 $2.1M
Advisory Services Network, LLC 0.03% Reduce -10.4% 16,452 $2.1M
Horizon Investments, LLC 0.03% Add +14.3% 16,314 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 16,249 $2.1M
LMCG Investments, LLC 0.12% Reduce -2.9% 16,186 $2.1M
Mizuho Securities USA LLC 0.03% Add +0.0% 15,122 $2.1M
SG Trading Solutions, LLC 0.47% — 15,858 $2.0M
Planning Alternatives Ltd. 0.25% Add +0.2% 15,606 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -8.9% 15,509 $2.0M
Miller Howard Investments Inc. 0.06% Add +7.9% 15,347 $2.0M
Allstate Corp. 0.03% Add +99.4% 15,239 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Reduce -80.5% 15,056 $1.9M
iA Global Asset Management Inc. 0.02% Add +3.8% 14,907 $1.9M
Spirit of America Management Corp. 0.41% Add +10.8% 14,900 $1.9M
Arvest Bank Trust Division 0.10% Reduce -5.9% 14,623 $1.9M
Investment Management Corp of Ontario 0.02% Add +44.0% 14,049 $1.8M
Eurizon Capital SGR S.p.A. 0.01% — 14,002 $1.8M
Independent Advisor Alliance 0.04% Add +38.5% 13,970 $1.8M
Norinchukin Bank, The 0.02% Add +7.8% 13,665 $1.8M
Atria Investments, Inc 0.02% Add +15.9% 13,581 $1.8M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -25.1% 13,449 $1.7M
Modern Wealth Management, LLC 0.03% Reduce -1.6% 13,222 $1.7M
First American Bank 0.10% Add +0.1% 13,064 $1.7M
Kentucky Retirement Systems 0.05% No change 13,009 $1.7M
Sterling Capital Management LLC 0.03% Reduce -4.0% 12,818 $1.7M
Third View Private Wealth, LLC 0.21% — 12,345 $1.6M
Tudor Investment Corporation 0.01% New 12,329 $1.6M
Blueshift Asset Management, LLC 0.46% New 12,287 $1.6M
Pinnacle Associates Ltd. 0.02% Add +0.0% 12,231 $1.6M
Carnegie Investment Counsel 0.03% Reduce -2.0% 12,010 $1.5M
Hartford Investment Management Co. 0.05% Reduce -1.4% 11,952 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -6.1% 11,823 $1.5M
Plante Moran Financial Advisors, LLC 0.09% Reduce -0.1% 11,620 $1.5M
Sculati Wealth Management, LLC 0.52% Reduce -2.7% 11,345 $1.5M
Peddock Capital Advisors, LLC 0.31% Reduce -0.2% 11,302 $1.5M
Bernard Wealth Management Corp. 0.59% Add +1.9% 11,286 $1.5M
Commerzbank Aktiengesellschaft 0.03% No change 11,163 $1.4M
Truist Financial Corp. 0.00% Add +1.1% 11,030 $1.4M
Capital Fund Management S.A. 0.01% New 10,969 $1.4M
Fulton Bank, N.A. 0.05% Reduce -3.0% 10,913 $1.4M
Hopwood Nicholas Hunter 0.45% — 10,773 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +2.6% 10,759 $1.4M
Maryland State Retirement & Pension System 0.03% No change 10,602 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -2.8% 10,600 $1.4M
Merit Financial Group, LLC 0.01% Add +22.7% 10,517 $1.4M
Lombard Odier Asset Management (Switzerland) SA 0.06% New 10,400 $1.3M
Blair William & Co. 0.00% Reduce -1.3% 10,337 $1.3M
Westpac Banking Corp. 0.08% No change 10,319 $1.3M
Columbia Asset Management 0.24% Reduce -8.5% 10,316 $1.3M
Profund Advisors LLC 0.04% Reduce -5.0% 10,311 $1.3M
Ethic Inc. 0.02% Add +7.2% 10,205 $1.3M
Gulf International Bank (UK) Ltd 0.04% No change 10,097 $1.3M
Vestcor Inc 0.04% Add +38.7% 10,028 $1.3M
Capital International Sarl 0.02% Add +47.8% 9,984 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Add +145.6% 9,798 $1.3M
Cresset Asset Management, LLC 0.01% Add +235.2% 9,751 $1.3M
Axxcess Wealth Management, LLC 0.02% Add +0.1% 9,796 $1.3M
Exchange Traded Concepts, LLC 0.01% Add +16.6% 9,750 $1.3M
Cadence Bank 0.07% Add +4.6% 9,711 $1.3M
Summit Trail Advisors, LLC 0.02% Reduce -5.4% 9,601 $1.2M
Arvest Investments, Inc. 0.17% Reduce -8.0% 9,612 $1.2M
New Mexico Educational Retirement Board 0.04% Add +2.1% 9,596 $1.2M
Pinebridge Investments LLC 0.01% — 9,388 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Add +1.6% 9,203 $1.2M
UMB Bank, n.a. 0.02% Add +0.6% 9,187 $1.2M
Choreo, LLC 0.01% Reduce -6.9% 9,008 $1.2M
Great Lakes Advisors, LLC 0.01% Reduce -76.9% 9,059 $1.2M
Allworth Financial LP 0.00% Add +61.5% 8,990 $1.2M
CI Investments Inc. 0.01% Add +47.7% 8,944 $1.2M
Intrust Bank NA 0.10% Reduce -4.5% 8,915 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +4.0% 8,851 $1.1M
Tower Research Capital LLC (TRC) 0.03% Reduce -15.0% 8,824 $1.1M
GoalVest Advisory LLC 0.22% Add +5969.0% 8,800 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -2.1% 8,717 $1.1M
Alps Advisors Inc. 0.01% Add +36.1% 8,694 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -3.0% 8,694 $1.1M
Stephens Consulting, LLC 0.36% No change 8,686 $1.1M
Farther Finance Advisors, LLC 0.01% Add +20.6% 8,516 $1.1M
City Holding Co. 0.13% Add +1.6% 8,467 $1.1M
Founders Financial Securities LLC 0.06% Add +3.5% 8,410 $1.1M
PFG Investments, LLC 0.05% Add +1.2% 8,398 $1.1M
Mgo One Seven LLC 0.02% Reduce -12.3% 8,393 $1.1M
Roof Eidam Maycock Peralta, LLC 0.24% Add +366.0% 8,308 $1.1M
Procyon Advisors, LLC 0.05% New 8,288 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.1% 8,210 $1.1M
GAMMA Investing LLC 0.05% Reduce -14.8% 8,199 $1.1M
Azimuth Capital Investment Management LLC 0.04% Reduce -1.3% 8,174 $1.1M
Quadrant Capital Group LLC 0.03% Add +0.2% 8,160 $1.1M
Dana Investment Advisors, Inc. 0.03% Reduce -4.0% 8,141 $1.1M
Impact Capital Partners LLC 0.31% Add +0.1% 8,086 $1.0M
Park Avenue Securities LLC 0.01% Reduce -6.3% 8,075 $1.0M
Intech Investment Management LLC 0.01% Reduce -30.0% 7,954 $1.0M
Axq Capital, LP 0.23% New 7,952 $1.0M
Capital Innovations LLC 0.29% — 7,858 $1.0M
Natixis 0.00% New 7,858 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +16.7% 7,791 $1.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +345.4% 7,768 $1.0M
Fifth Third Bancorp 0.00% Add +1.1% 7,755 $1.0M
M1 Capital Management LLC 0.42% Add +0.2% 7,720 $996K
Sigma Investment Counselors Inc. 0.05% Reduce -3.4% 7,664 $988K
Ascent Group, LLC 0.03% Reduce -10.8% 7,646 $986K
M&T Bank Corp 0.00% Add +37.8% 7,516 $969K
Center for Financial Planning, Inc. 0.10% Add +57.3% 7,473 $964K
Concurrent Investment Advisors, LLC 0.01% Add +36.6% 7,445 $960K
Strategic Investment Advisors / MI 0.08% Add +0.5% 7,288 $940K
WealthBridge Capital Management, LLC 0.21% Add +3.4% 7,267 $937K
Blue Water Asset Management 0.34% — 7,251 $935K
North Dakota State Investment Board 0.03% — 7,105 $916K
International Assets Investment Management, LLC 0.06% Reduce -10.4% 7,053 $910K
Vestmark Advisory Solutions, Inc. 0.01% Add +32.4% 7,041 $908K
Tounjian Advisory Partners, LLC 0.31% Reduce -0.3% 7,040 $908K
Beacon Pointe Advisors, LLC 0.01% Add +8.9% 7,013 $905K
Greenleaf Trust 0.01% Add +3.4% 6,963 $898K
Savant Capital, LLC 0.01% Reduce -6.5% 6,962 $898K
Empirical Finance, LLC 0.04% Reduce -4.1% 6,957 $897K
Arax Advisory Partners 0.03% Reduce -69.0% 6,951 $897K
Prospera Financial Services Inc 0.01% Add +15.4% 6,944 $896K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.6% 6,932 $894K
Probity Advisors, Inc. 0.14% Add +3.0% 6,853 $884K
Arbor Trust Wealth Advisors, LLC 0.38% Add +319.3% 6,759 $880K
FSA Advisors, Inc. 0.60% Add +94.2% 6,747 $870K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +4.5% 6,720 $867K
Centennial Wealth Advisory LLC 0.23% Add +2.2% 6,678 $862K
Laird Norton Wetherby Trust Company, LLC 0.02% New 6,600 $859K
Huber Capital Management LLC 0.13% Add +8.2% 6,643 $857K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 6,636 $856K
Versor Investments LP 0.13% Reduce -16.9% 6,634 $856K
Metis Global Partners, LLC 0.02% Reduce -5.4% 6,596 $851K
Havemeyer Place LP 0.17% — 6,571 $848K
Kestra Private Wealth Services, LLC 0.01% Add +3.4% 6,551 $845K
Capital Investment Advisors, LLC 0.01% Reduce -0.1% 6,526 $842K
Paradigm Asset Management Co. LLC 0.19% Reduce -7.1% 6,500 $838K
Cranbrook Wealth Management, LLC 0.16% No change 6,469 $834K
Assenagon Asset Management S.A. 0.00% Add +10.5% 6,427 $829K
Banque Cantonale Vaudoise 0.03% Reduce -2.6% 6,419 $827K
Callan Family Office, LLC 0.02% Add +25.6% 6,310 $814K
Prosperity Consulting Group, LLC 0.04% Reduce -8.9% 6,266 $808K
Advance Capital Management, Inc. 0.03% Add +25.3% 6,206 $800K
Centaurus Financial, Inc. 0.04% Add +1.6% 6,206 $800K
Crossmark Global Holdings, Inc. 0.01% Add +4.7% 6,161 $795K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.5% 6,123 $790K
Trivium Point Advisory, LLC 0.08% Reduce -5.5% 6,109 $788K
R Squared Ltd 0.37% New 6,078 $784K
Altfest L J & Co. Inc. 0.09% Add +0.3% 6,059 $781K
Parcion Private Wealth LLC 0.05% Reduce -4.2% 6,050 $780K
XTX Topco Ltd 0.02% Add +172.6% 6,046 $780K
Rehmann Capital Advisory Group 0.04% Add +35.2% 6,013 $776K
Finward Bancorp 0.60% No change 6,000 $774K
Kingsview Wealth Management, LLC 0.01% Add +4.8% 5,978 $771K
Tidal Investments LLC 0.00% Add +154.0% 5,908 $762K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.4% 5,904 $761K
Pinion Investment Advisors, LLC 0.18% New 5,825 $751K
North Star Investment Management Corp. 0.05% Add +0.3% 5,809 $749K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -77.6% 5,808 $749K
Lakeshore Financial Planning, Inc. 0.27% Add +0.1% 5,753 $742K
EntryPoint Capital, LLC 0.29% No change 5,740 $740K
Tectonic Advisors LLC 0.04% Add +2.7% 5,719 $738K
Securian Asset Management, Inc. 0.03% Reduce -43.1% 5,647 $728K
Mufg Securities Americas Inc. 0.05% Reduce -0.1% 5,595 $722K
Vise Technologies, Inc. 0.01% Add +29.7% 5,560 $717K
Mariner, LLC 0.00% Reduce -85.7% 5,557 $715K
Squarepoint Ops LLC 0.00% Reduce -0.0% 5,535 $714K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 5,453 $703K
Acorn Wealth Advisors, LLC 0.21% Reduce -1.4% 5,402 $697K
Canada Post Corp Registered Pension Plan 0.03% Reduce -36.0% 5,377 $694K
Meiji Yasuda Life Insurance Co 0.02% Reduce -3.8% 5,304 $684K
LFG Wealth Partners, LLC 0.44% — 5,302 $684K
Oppenheimer Asset Management Inc. 0.01% Reduce -1.7% 5,224 $674K
Elevated Capital Advisors, LLC 0.15% Add +3.8% 5,145 $664K
Keybank National Association 0.00% Add +11.5% 5,137 $663K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 5,082 $655K
Wealthspire Advisors, LLC 0.01% Reduce -3.5% 5,045 $651K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.7% 5,031 $649K
Foguth Wealth Management, LLC. 0.10% — 4,965 $647K
Orion Porfolio Solutions, LLC 0.00% Reduce -24.4% 5,001 $645K
One68 Global Capital, LLC 7.60% New 5,000 $645K
Shay Capital LLC 0.10% New 5,000 $645K
STRS Ohio 0.00% Add +0.2% 4,963 $640K
Legacy Private Trust Co. 0.04% No change 4,950 $638K
D.A. Davidson & Co. 0.00% Add +1.4% 4,941 $637K
Ingalls & Snyder LLC 0.02% Reduce -1.0% 4,938 $637K
Jacobi Capital Management LLC 0.04% Add +2.2% 4,908 $633K
Secure Asset Management, LLC 0.10% Add +7.5% 4,829 $623K
Williams Jones Wealth Management, LLC. 0.01% Add +1.3% 4,824 $622K
Meeder Advisory Services, Inc. 0.03% Reduce -19.5% 4,818 $621K
Vident Advisory, LLC 0.01% Reduce -14.2% 4,790 $618K
Assetmark, Inc. 0.00% Add +6.6% 4,781 $617K
Twin Capital Management Inc. 0.08% Add +0.4% 4,706 $607K
Stoneridge Investment Partners LLC 0.42% New 4,698 $606K
HB Wealth Management, LLC 0.00% Reduce -6.5% 4,669 $602K
Stephens Inc. 0.01% Add +1.0% 4,643 $599K
William Mack & Associates, Inc. 0.28% No change 4,631 $597K
Harbour Investments, Inc. 0.01% Add +8.9% 4,629 $597K
Venturi Wealth Management, LLC 0.03% Reduce -8.0% 4,621 $596K
SS&H Financial Advisors, Inc. 0.17% No change 4,600 $593K
CX Institutional 0.02% Reduce -4.3% 4,595 $593K
MQS Management LLC 0.35% New 4,594 $593K
Stonebrook Private Inc. 0.12% Add +52.1% 4,584 $591K
Brooklyn Investment Group 0.03% Add +194.2% 4,504 $584K
Inscription Capital, LLC 0.06% Reduce -29.4% 4,503 $581K
Princeton Global Asset Management LLC 0.09% Add +2.1% 4,395 $567K
denkapparat Operations GmbH 0.31% New 4,394 $567K
Illinois Municipal Retirement Fund 0.01% Reduce -89.0% 4,384 $565K
Chicago Capital, LLC 0.01% No change 4,364 $563K
Integrated Wealth Concepts LLC 0.01% Reduce -31.3% 4,354 $562K
Signal Advisors Wealth, LLC 0.04% New 4,321 $557K
Smartleaf Asset Management LLC 0.02% Add +9.4% 4,277 $555K
Praxis Investment Management Inc. 0.03% No change 4,300 $555K
Hummer Financial Advisory Services Inc 0.39% Reduce -4.5% 4,213 $548K
GEM Asset Management, LLC 0.24% Add +11.3% 4,204 $539K
Gladstone Institutional Advisory LLC 0.02% Reduce -10.6% 4,157 $536K
Equitable Holdings, Inc. 0.00% Reduce -2.5% 4,140 $534K
Carrera Capital Advisors 0.09% Add +19.3% 4,097 $533K
Gallagher Fiduciary Advisors, LLC 0.02% Add +7.3% 4,116 $531K
Ameritas Advisory Services, LLC 0.02% Add +5366.7% 4,100 $529K
Kintra Wealth, LLC 0.07% Reduce -20.1% 4,080 $526K
Allianz Asset Management GmbH 0.00% Reduce -82.5% 4,072 $525K
OneDigital Investment Advisors LLC 0.01% Add +2.8% 4,052 $523K
Nemes Rush Group LLC 0.05% Add +3.5% 4,044 $522K
Venture Visionary Partners LLC 0.02% Reduce -1.8% 4,033 $520K
Fox Run Management, L.L.C. 0.08% New 4,025 $519K
Perigon Wealth Management, LLC 0.01% Reduce -6.7% 4,012 $518K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -19.3% 4,003 $516K
MAI Capital Management 0.00% Reduce -6.9% 3,989 $514K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,960 $511K
Jump Financial, LLC 0.01% Reduce -58.1% 3,941 $508K
Chicago Partners Investment Group LLC 0.01% Reduce -24.8% 3,762 $505K
Coldstream Capital Management Inc. 0.01% Reduce -0.9% 3,915 $505K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.5% 3,825 $493K
Arbor Wealth Advisors LLC 0.35% No change 3,808 $491K
McMillan Office, Inc. 0.06% — 3,808 $491K
Voleon Capital Management LP 0.01% Add +3.4% 3,800 $490K
Bessemer Group Inc. 0.00% Add +5.9% 3,782 $489K
Walleye Trading LLC 0.01% Add +375.1% 3,753 $484K
Zacks Investment Management 0.00% Reduce -34.3% 3,748 $483K
SJS Investment Consulting Inc. 0.06% No change 3,738 $482K
AlphaCore Capital LLC 0.01% Add +62.1% 3,732 $481K
GMO 0.00% Reduce -53.9% 3,720 $480K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -2.9% 3,717 $479K
CENTRAL TRUST Co 0.01% Reduce -8.8% 3,680 $475K
Syon Capital LLC 0.02% Reduce -13.2% 3,678 $474K
Ethos Financial Group, LLC 0.04% No change 3,668 $473K
Inceptionr LLC 0.13% Reduce -16.6% 3,623 $467K
EP Wealth Advisors, LLC 0.00% — 3,612 $466K
Evolve Private Wealth, LLC 0.03% — 3,525 $459K
Lazard Asset Management LLC 0.00% Reduce -84.1% 3,553 $458K
Financial Advisors Network, Inc. 0.06% Add +3.0% 3,546 $457K
Advisors Asset Management, Inc. 0.01% Reduce -26.9% 3,508 $452K
Wellington Shields & Co., LLC 0.11% No change 3,500 $451K
Aviva PLC 0.00% No change 3,463 $447K
Nomura Holdings Inc. 0.00% Reduce -30.6% 3,460 $446K
NorthCoast Asset Management LLC 0.01% Reduce -75.9% 3,436 $443K
Caxton Associates LLP 0.01% New 3,427 $442K
CHICAGO TRUST Co NA 0.07% Reduce -34.1% 3,397 $438K
Tema ETFs LLC 0.03% Reduce -0.2% 3,375 $435K
Sovereign Financial Group, Inc. 0.08% Reduce -0.2% 3,359 $433K
Balanced Wealth Group LLC 0.16% Add +0.0% 3,088 $433K
Cary Street Partners Financial LLC 0.01% Add +6.3% 3,351 $432K
Glenview Trust Co 0.01% Add +2.9% 3,316 $428K
Coppell Advisory Solutions LLC 0.04% Reduce -0.6% 3,280 $426K
Savvy Advisors, Inc. 0.01% Add +25.6% 3,270 $422K
TCW Group Inc. 0.00% New 3,242 $418K
Ramirez Asset Management, Inc. 0.06% No change 3,235 $417K
Dougherty & Associates, LLC 0.37% — 3,224 $416K
Sagespring Wealth Partners, LLC 0.01% Reduce -29.4% 3,185 $411K
Signaturefd, LLC 0.01% Add +4.2% 3,173 $409K
Foundations Investment Advisors, LLC 0.01% Reduce -0.6% 3,129 $404K
V-Square Quantitative Management LLC 0.04% New 3,123 $403K
Brookstone Capital Management 0.00% Add +1.1% 3,085 $398K
Danske Bank A/S 0.00% Add +7.0% 3,075 $397K
IFP Advisors, Inc 0.01% Reduce -18.6% 3,065 $395K
Brown Wealth Management, LLC 0.10% Reduce -2.3% 3,057 $394K
Caprock Group, LLC 0.01% Reduce -53.5% 2,989 $393K
Pinnacle Wealth Management Group, Inc. 0.20% No change 3,048 $393K
LMR Partners LLP 0.01% Reduce -16.4% 3,048 $393K
Ostrum Asset Management 0.02% Add +214.1% 3,047 $393K
Global Retirement Partners, LLC 0.01% Add +26.3% 3,034 $391K
AdvisorNet Financial, Inc 0.02% Add +23.7% 3,013 $389K
Palisade Asset Management, LLC 0.04% No change 3,000 $387K
Smith Group Asset Management, LLC 0.02% No change 3,000 $387K
Baker Tilly Wealth Management, LLC 0.09% Reduce -0.9% 2,970 $383K
Agf Management Ltd. 0.00% New 2,946 $380K
iSAM Funds (UK) Ltd 0.14% New 2,943 $380K
Montecito Bank & Trust 0.06% No change 2,931 $378K
Fiduciary Alliance LLC 0.02% Add +2.3% 2,906 $375K
Asahi Life Asset Management Co., LTD. 0.21% New 2,895 $373K
Capital Asset Advisory Services LLC 0.01% Add +3.6% 2,863 $372K
Citizens Financial Group Inc. 0.01% Add +12.0% 2,884 $372K
Diversify Advisory Services, LLC 0.01% Reduce -34.3% 2,728 $370K
Claris Financial LLC 0.20% Add +0.7% 2,859 $369K
Atom Investors LP 0.03% Add +64.5% 2,843 $367K
Gateway Investment Advisers LLC 0.00% Add +49.9% 2,835 $366K
Apella Capital, LLC 0.01% Reduce -0.7% 2,802 $361K
South Dakota Investment Council 0.01% Reduce -6.7% 2,800 $361K
Kaydan Wealth Management, Inc. 0.10% No change 2,797 $361K
World Investment Advisors 0.01% Reduce -24.6% 2,789 $360K
Aigen Investment Management, LP 0.08% New 2,773 $358K
Retirement Guys Formula LLC 0.16% Reduce -61.4% 2,724 $351K
Comprehensive Financial Consultants Institutional, Inc. 0.11% No change 2,722 $351K
NBT Bank, N.A. 0.02% No change 2,684 $346K
Prime Capital Investment Advisors, LLC 0.00% Add +14.1% 2,682 $346K
Sagewood Asset Management LP 0.12% — 2,676 $345K
Burkett Asset Management Ltd 0.35% — 2,675 $345K
Quantum Financial Advisors, LLC 0.04% Add +0.7% 2,675 $345K
Icon Wealth Advisors, LLC 0.02% Reduce -2.2% 2,662 $343K
Essex Financial Services, Inc. 0.02% Reduce -26.9% 2,656 $343K
PCM Encore, LLC 0.07% — 2,634 $340K
J2 Capital Management Inc 0.24% No change 2,597 $335K
Quarry LP 0.06% New 2,594 $335K
Aaron Wealth Advisors LLC 0.02% Reduce -50.2% 2,585 $333K
Apollon Wealth Management, LLC 0.01% Reduce -2.2% 2,549 $329K
Level Four Advisory Services, LLC 0.01% Reduce -31.1% 2,547 $329K
Gentry Private Wealth, LLC 0.21% New 2,542 $328K
Leo Wealth, LLC 0.02% Add +57.0% 2,539 $327K
SkyOak Wealth, LLC 0.06% No change 2,526 $326K
Paragon Private Wealth Management, LLC 0.10% Add +1.9% 2,518 $325K
Blue Trust, Inc. 0.00% Reduce -14.8% 2,516 $325K
Winthrop Capital Management, LLC 0.08% Add +0.8% 2,504 $323K
Virtu Financial LLC 0.01% Add +28.1% 2,479 $320K
Midwest Capital Advisors, LLC 0.15% No change 2,467 $318K
NewEdge Wealth, LLC 0.00% Add +38.7% 2,464 $318K
Affinity Wealth Management LLC 0.05% No change 2,459 $317K
Teza Capital Management LLC 1.02% New 2,445 $315K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.8% 2,440 $315K
Retirement Income Solutions, Inc. 0.05% Add +1.4% 2,435 $314K
MeadowBrook Investment Advisors LLC 0.27% No change 2,416 $312K
Old North State Wealth Management, LLC 0.15% Reduce -2.6% 2,402 $310K
Belpointe Asset Management LLC 0.01% Add +28.1% 2,400 $310K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.6% 2,349 $303K
Summit Financial Consulting LLC 0.22% Add +0.1% 2,347 $303K
Benjamin Edwards Inc. 0.00% Reduce -20.9% 2,339 $302K
HBK Sorce Advisory LLC 0.01% Reduce -0.2% 2,231 $301K
Confluence Wealth Services, Inc. 0.01% No change 2,332 $301K
Regal Investment Advisors LLC 0.02% Reduce -4.7% 2,318 $299K
Armistice Capital, LLC 0.01% New 2,317 $299K
Oppenheimer & Co. Inc. 0.00% Add +18.0% 2,313 $298K
Evergreen Capital Management LLC 0.01% Add +7.5% 2,292 $297K
Hilltop Partners LLC 0.08% No change 2,304 $297K
AlphaGrep UK Ltd 0.10% — 2,286 $295K
Diversified Trust Co. 0.01% Reduce -7.8% 2,278 $294K
Redwood Wealth Management Group, LLC 0.12% Reduce -3.3% 2,275 $293K
Advisory Alpha, LLC 0.01% Add +0.1% 2,274 $293K
Boothbay Fund Management, LLC 0.01% New 2,273 $293K
Zhang Financial LLC 0.01% Add +0.4% 2,271 $293K
Bridgefront Capital, LLC 0.07% New 2,269 $293K
Aptus Capital Advisors, LLC 0.00% Reduce -21.8% 2,269 $293K
Tiaa Trust, National Association 0.00% Reduce -3.0% 2,267 $292K
Hancock Whitney Corp. 0.01% Reduce -80.2% 2,260 $292K
Trust Co. of Toledo NA 0.03% No change 2,236 $288K
Citizens National Bank Trust Department 0.05% New 2,216 $286K
Asset Allocation Strategies LLC 0.05% Add +0.3% 2,214 $286K
Calton & Associates, Inc. 0.04% Add +5.9% 2,206 $284K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 2,200 $284K
Discipline Wealth Solutions, LLC 0.05% Add +0.1% 2,192 $283K
Parallel Advisors, LLC 0.01% Add +4.5% 2,189 $282K
Crestwood Advisors Group, LLC 0.00% Add +11.8% 2,176 $281K
Whittier Trust Co. 0.00% No change 2,145 $279K
Vontobel Holding Ltd. 0.00% No change 2,156 $278K
Agp Franklin, LLC 0.13% No change 2,145 $277K
Summit Financial Strategies, Inc. 0.02% No change 2,133 $275K
Diversified Portfolios, Inc. 0.02% No change 2,124 $274K
GTS Securities LLC 0.01% Reduce -54.6% 2,118 $273K
Romano Brothers and Company 0.03% No change 2,110 $272K
Fifth Third Wealth Advisors LLC 0.01% Reduce -6.7% 2,109 $272K
AIFG Consultants Ltd. 0.47% No change 2,100 $271K
SageGuard Financial Group, LLC 0.04% — 2,071 $267K
Calydon Capital 0.04% No change 2,060 $266K
SageView Advisory Group, LLC 0.01% Reduce -2.7% 2,051 $265K
Holistic Financial Partners 0.10% Reduce -0.5% 2,043 $264K
Sonoma Allocations LLC 0.09% Add +0.9% 1,972 $262K
Private Trust Co. NA 0.02% Reduce -1.4% 2,025 $261K
Dahring | Cusmano LLC 0.18% Add +0.8% 2,020 $261K
Geneos Wealth Management Inc. 0.01% Reduce -0.3% 2,009 $259K
Cigna Investments Inc. 0.04% No change 2,015 $259K
Prelude Capital Management, LLC 0.02% New 2,002 $258K
XML Financial, LLC 0.02% No change 2,000 $258K
Independent Financial Group, LLC 0.01% Reduce -5.6% 1,987 $256K
CreativeOne Wealth, LLC 0.01% Add +9.2% 1,955 $252K
Checchi Capital Advisers, LLC 0.02% Reduce -6.0% 1,952 $252K
Triton Wealth Management, PLLC 0.09% Reduce -1.4% 1,846 $251K
Hartline Investment Corp./ 0.03% No change 1,948 $251K
International Private Wealth Advisors LLC 0.16% Reduce -0.5% 1,936 $250K
Mach-1 Financial Group, LLC 0.05% New 1,918 $247K
Integrity Alliance, Llc. 0.01% Add +0.5% 1,902 $245K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.2% 1,896 $245K
Mather Group, Llc. 0.00% Reduce -7.6% 1,892 $244K
Clearstead Advisors, LLC 0.00% Reduce -33.2% 1,858 $240K
Atlanta Consulting Group Advisors, LLC 0.05% Add +0.2% 1,833 $239K
Advisors Capital Management, LLC 0.00% Add +7.9% 1,838 $237K
Pointe Capital Management LLC 0.12% No change 1,829 $236K
TD Private Client Wealth LLC 0.01% Add +17.6% 1,824 $235K
626 Financial, LLC 0.10% Add +0.1% 1,822 $235K
Ascentis Independent Advisors 0.04% Reduce -5.9% 1,812 $234K
True Link Financial Advisors, LLC 0.01% Reduce -44.0% 1,809 $233K
Accurate Wealth Management, LLC 0.03% Reduce -2.6% 1,791 $233K
Snowden Capital Advisors LLC 0.01% Add +0.8% 1,784 $232K
Fiduciary Family Office, LLC 0.07% Reduce -1.5% 1,791 $231K
Cornerstone Wealth Group, LLC 0.02% New 1,785 $230K
NTV Asset Management LLC 0.02% Reduce -2.1% 1,785 $230K
Fiduciary Trust Co 0.00% Reduce -10.4% 1,781 $230K
Bar Harbor Wealth Management 0.01% Reduce -0.1% 1,778 $229K
Brown Advisory Inc. 0.00% Reduce -58.9% 1,756 $227K
Nicolet Bankshares Inc. 0.04% New 1,750 $226K
Segment Wealth Management, LLC 0.01% Add +4.6% 1,744 $225K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 1,738 $224K
Van Eck Associates Corp. 0.00% New 1,736 $224K
RHL Group, LLC 0.18% — 1,716 $221K
Great Valley Advisor Group, Inc. 0.00% New 1,715 $221K
Downshift Financial, LLC 0.14% — 1,622 $221K
New Age Alpha Advisors, LLC 0.01% Add +825.4% 1,712 $221K
Financial Advisory Corp 0.03% No change 1,710 $221K
KLCM Advisors, Inc. 0.02% New 1,706 $220K
Clifford Swan Investment Counsel LLC 0.01% No change 1,700 $219K
Morey & Quinn Wealth Partners, LLC 0.16% Add +0.4% 1,693 $218K
Caldwell Trust Co 0.02% No change 1,688 $218K
Sherbrooke Park Advisers LLC 0.56% Reduce -32.8% 1,687 $218K
Pinnacle Financial Partners, Inc. 0.00% — 1,684 $218K
White Pine Investment CO 0.05% Add +0.2% 1,683 $217K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +0.1% 1,678 $216K
Csenge Advisory Group 0.01% Add +1.1% 1,676 $216K
Valeo Financial Advisors, LLC 0.00% Add +2.8% 1,672 $216K
Longboard Asset Management, LP 1.37% No change 1,666 $215K
Personal Cfo Solutions, LLC 0.03% Reduce -4.5% 1,643 $212K
Wexford Capital LP 0.05% New 1,640 $212K
Centiva Capital, LP 0.01% New 1,636 $211K
Patton Fund Management, Inc. 0.03% No change 1,634 $211K
Affinity Investment Advisors, LLC 0.14% No change 1,620 $209K
Howard Capital Management, LLC 0.00% New 1,612 $208K
Principal Securities, Inc. 0.00% Reduce -6.1% 1,608 $207K
Sandro Wealth Management LLC 0.17% — 1,601 $206K
Aprio Wealth Management, LLC 0.01% Reduce -10.4% 1,573 $205K
Kovack Advisors, Inc. 0.01% New 1,567 $202K
Summitry LLC 0.01% New 1,567 $202K
DRW Securities, LLC 0.02% New 1,566 $202K
Sage Mountain Advisors LLC 0.01% Reduce -50.3% 1,559 $201K
Rothschild Investment LLC 0.01% Reduce -6.3% 1,527 $197K
MCF Advisors LLC 0.01% No change 1,509 $196K
Delta Asset Management LLC 0.02% No change 1,510 $195K
Ancora Advisors LLC 0.00% Add +9.9% 1,432 $185K
Los Angeles Capital Management LLC 0.00% New 1,309 $181K
Sound Income Strategies, LLC 0.01% Add +32.2% 1,313 $178K
Brown Brothers Harriman & Co. 0.00% Reduce -4.0% 1,378 $178K
Financial Perspectives, Inc 0.05% Add +0.4% 1,369 $177K
GHP Investment Advisors, Inc. 0.01% No change 1,359 $175K
Richardson Financial Services Inc. 0.05% Reduce -3.0% 1,315 $170K
Siemens Fonds Invest GmbH 0.01% No change 1,271 $165K
Virtus Investment Advisers, LLC 0.04% New 1,267 $163K
Adirondack Trust Co. 0.05% No change 1,200 $155K
Crews Bank & Trust 0.02% No change 1,171 $151K
Burkett Financial Services, LLC 0.05% Reduce -0.1% 1,164 $150K
Versant Capital Management, Inc 0.02% Reduce -11.4% 1,116 $144K
Fairscale Capital, LLC 0.09% Add +40.0% 1,093 $142K
EverSource Wealth Advisors, LLC 0.01% Reduce -19.6% 1,096 $141K
Riverview Trust Co 0.16% No change 1,053 $136K
S.A. Mason LLC 0.05% Reduce -0.5% 1,039 $134K
SOA Wealth Advisors, LLC. 0.02% Add +0.4% 1,031 $133K
Washington Trust Advisors, Inc. 0.01% Add +0.5% 1,031 $133K
Pacific Center for Financial Services 0.03% No change 920 $130K
Kohmann Bosshard Financial Services, LLC 0.01% New 1,000 $129K
MTM Investment Management, LLC 0.04% No change 900 $116K
Webster Bank, N. A. 0.01% No change 900 $116K
Rowlandmiller & Partners.adv 0.02% No change 897 $116K
Basecamp Wealth Advisors LLC 0.02% — 882 $114K
Keating Financial Advisory Services, Inc. 0.01% — 847 $109K
Avanza Fonder AB 0.00% New 843 $109K
Concord Wealth Partners 0.01% No change 821 $106K
Walleye Capital LLC 0.00% Reduce -53.3% 808 $104K
Hills Bank & Trust Co 0.01% New 800 $103K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -0.1% 785 $101K
First Command Advisory Services, Inc. 0.00% Add +3.9% 738 $95K
Essex Investment Management Co. LLC 0.01% No change 728 $94K
Flagship Wealth Advisors, LLC 0.03% No change 721 $93K
Cromwell Holdings LLC 0.05% No change 693 $90K
Fideuram Asset Management (Ireland) dac 0.01% — 691 $86K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 655 $84K
Parkside Financial Bank & Trust 0.01% Add +10.6% 616 $79K
TCTC Holdings, LLC 0.00% No change 604 $78K
WFA of San Diego, LLC 0.06% No change 603 $78K
Intact Investment Management Inc. 0.00% New 600 $77K
CYBER HORNET ETFs LLC 0.05% Add +6.1% 592 $76K
Steph & Co. 0.02% Reduce -48.5% 573 $74K
LRI Investments, LLC 0.01% Reduce -26.9% 569 $73K
Gen-Wealth Partners Inc 0.02% No change 553 $71K
Spire Wealth Management 0.00% Add +0.6% 546 $70K
Lanark Financial, Inc. 0.01% Reduce -26.5% 543 $70K
Sentry Investment Management LLC 0.05% No change 532 $69K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% — 514 $66K
Essential Partners LLC 0.02% Reduce -16.6% 512 $66K
Crewe Advisors LLC 0.01% No change 509 $66K
Oakworth Capital, Inc. 0.00% No change 501 $65K
GGM Financial LLC 0.03% No change 500 $64K
Toth Financial Advisory Corp. 0.01% No change 489 $63K
Hilltop National Bank 0.01% No change 456 $59K
State of Wyoming 0.01% Add +26.7% 451 $58K
Heritage Wealth Advisors 0.00% No change 450 $58K
American National Bank & Trust 0.01% No change 444 $57K
Johnson Financial Group, Inc. 0.00% Reduce -96.2% 417 $54K
HM Payson & Co. 0.00% Add +23.6% 419 $54K
WPG Advisers, LLC 0.04% Reduce -9.2% 406 $52K
Dakota Community Bank & Trust NA 0.18% No change 400 $52K
Bank of New Hampshire 0.01% No change 400 $52K
Godsey & Gibb, Inc. 0.00% No change 400 $52K
Golden State Wealth Management, LLC 0.01% Reduce -4.8% 399 $51K
JFS Wealth Advisors, LLC 0.00% Add +5.6% 379 $49K
Sittner & Nelson, LLC 0.02% No change 363 $49K
Bayforest Capital Ltd 0.04% Reduce -90.0% 377 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 355 $46K
Centennial Bank 0.02% No change 350 $45K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 344 $44K
Manchester Capital Management LLC 0.01% Add +19.7% 340 $44K
Brown, Lisle/Cummings, Inc. 0.01% No change 333 $43K
Caldwell Sutter Capital, Inc. 0.02% No change 325 $42K
Summit Securities Group LLC 0.01% Reduce -13.7% 308 $40K
Robbins Farley 0.02% Reduce -36.4% 300 $39K
Coastline Trust Co 0.00% No change 300 $39K
DV Trading LLC 0.00% — 300 $39K
MV Capital Management, Inc. 0.00% Reduce -0.7% 295 $38K
DV Equities, LLC 0.01% — 290 $37K
Deseret Mutual Benefit Administrators 0.02% No change 283 $37K
McGuire Capital Advisors Inc. 0.02% — 279 $36K
Cary Street Partners Investment Advisory LLC 0.01% Add +3.0% 277 $36K
SHP Wealth Management 0.00% — 268 $35K
Beacon Capital Management, Inc. 0.00% No change 260 $34K
First Horizon Corp. 0.00% Add +2.8% 259 $33K
Salomon & Ludwin, LLC 0.00% Reduce -15.7% 257 $33K
Legacy Wealth Managment, LLC 0.02% No change 255 $33K
Foster Dykema Cabot & Partners, LLC 0.00% No change 250 $33K
City State Bank 0.01% No change 250 $32K
Duncker Streett & Co. Inc. 0.01% Reduce -55.3% 243 $31K
Covestor Ltd 0.02% Reduce -0.4% 233 $31K
Atlantic Union Bankshares Corp 0.00% Reduce -47.0% 240 $31K
CDKV Holdings LLC 0.03% — 239 $31K
First Financial Corp. 0.01% No change 235 $30K
Tsfg, LLC 0.00% No change 236 $30K
Cullen/Frost Bankers, Inc. 0.00% Add +5.5% 229 $30K
CVA Family Office, LLC 0.00% Reduce -5.4% 228 $29K
N.E.W. Advisory Services LLC 0.00% Add +0.4% 227 $29K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +5.1% 227 $29K
Elyxium Wealth, LLC 0.01% New 224 $29K
Mascoma Wealth Management LLC 0.01% No change 214 $28K
Pinnacle Wealth Planning Services, Inc. 0.00% New 209 $27K
Quest 10 Wealth Builders, Inc. 0.02% Add +754.2% 205 $26K
Torren Management, LLC 0.01% — 204 $26K
Global Wealth Strategies & Associates 0.01% No change 200 $26K
Motco 0.00% No change 200 $26K
Eastern Bank 0.00% No change 200 $26K
DT Investment Partners, LLC 0.00% No change 199 $26K
Clean Yield Group 0.01% No change 197 $25K
Laurel Wealth Advisors LLC 0.00% New 195 $25K
Centerpoint Advisors, LLC 0.01% Reduce -1.1% 180 $23K
Root Financial Partners, LLC 0.00% Add +38.0% 178 $23K
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 $22K
Anchor Investment Management, LLC 0.00% No change 169 $22K
Mb, Levis & Associates, LLC 0.01% No change 164 $21K
Strategic Wealth Partners, Ltd. 0.00% No change 160 $21K
Clark Wealth Partners 0.01% No change 157 $20K
GW&K Investment Management, LLC 0.00% Add +5.5% 154 $20K
Commonwealth Retirement Investments LLC 0.01% New 150 $19K
Colonial Trust Advisors 0.00% No change 145 $19K
United Community Bank 0.01% Reduce -68.3% 144 $19K
Sunbelt Securities, Inc. 0.00% No change 144 $19K
Smallwood Wealth Investment Management, LLC 0.01% No change 142 $18K
Asset Dedication, LLC 0.00% Reduce -38.2% 141 $18K
Farmers & Merchants Investments Inc. 0.00% No change 140 $18K
Walsh & Associates, LLC 0.02% — 133 $17K
Breakwater Investment Management 0.01% No change 128 $17K
Rossby Financial, LCC 0.01% Add +8.8% 123 $16K
Aventura Private Wealth, LLC 0.01% No change 121 $16K
BankPlus Trust Department 0.00% No change 120 $15K
Horizon Bancorp Inc. 0.01% Reduce -23.1% 110 $14K
Capital Analysts, LLC 0.00% No change 109 $14K
NFSG Corp 0.00% Add +0.9% 106 $14K
CGC Financial Services, LLC 0.00% No change 101 $13K
Caitlin John, LLC 0.01% New 100 $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
Transamerica Financial Advisors, LLC 0.00% Add +23.4% 95 $12K
Wolff Wiese Magana LLC 0.01% No change 94 $12K
Meeder Asset Management Inc. 0.00% Reduce -3.1% 94 $12K
Quent Capital, LLC 0.00% Reduce -40.5% 91 $12K
Zions Bancorporation, National Association 0.00% Reduce -13.3% 91 $12K
Bokf, NA 0.00% New 88 $11K
Mark Sheptoff Financial Planning, LLC 0.00% No change 77 $10K
True Wealth Design, LLC 0.00% Reduce -52.5% 76 $10K
Fortitude Family Office, LLC 0.00% Reduce -1.3% 76 $10K
Luminist Capital LLC 0.01% No change 75 $10K
St Germain D J Co. Inc. 0.00% No change 75 $10K
TD Waterhouse Canada Inc. 0.00% No change 74 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 72 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 70 $9K
Manning & Napier Advisors LLC 0.00% New 69 $9K
Colonial Trust Co / SC 0.00% No change 68 $9K
Flagship Harbor Advisors, LLC 0.00% New 64 $8K
Bruce G. Allen Investments, LLC 0.01% No change 62 $8K
Albion Financial Group 0.00% Reduce -13.2% 59 $8K
CBIZ Investment Advisory Services, LLC 0.00% Add +35.7% 57 $7K
ORG Partners LLC 0.00% Reduce -35.6% 56 $7K
Prestige Wealth Management Group LLC 0.00% Add +112.0% 53 $7K
Reyes Financial Architecture, Inc. 0.00% No change 53 $7K
Fourth Dimension Wealth, LLC 0.00% No change 50 $6K
Bfsg, LLC 0.00% No change 50 $6K
Cornerstone Planning Group LLC 0.00% Add +1000.0% 44 $6K
Howard Hughes Medical Institute 0.00% No change 44 $6K
Investment Research & Advisory Group, Inc. 0.00% New 43 $6K
Sachetta, LLC 0.00% No change 39 $5K
TFC Financial Management, Inc. 0.00% No change 39 $5K
Harbor Investment Advisory, LLC 0.00% No change 39 $5K
SouthState Bank Corp 0.00% Add +11.8% 38 $5K
Westside Investment Management, Inc. 0.00% New 37 $5K
Greenline Wealth Management LLC 0.00% — 33 $4K
Raffa Wealth Management, LLC 0.00% No change 33 $4K
Bare Financial Services, Inc 0.00% Add +342.9% 31 $4K
Pittenger & Anderson Inc. 0.00% No change 30 $4K
J.Safra Asset Management Corp 0.00% New 30 $4K
Garton & Associates Financial Advisors LLC 0.00% — 30 $4K
Wealth Enhancement Trust Services, Inc. 0.00% — 29 $4K
Financial Management Professionals, Inc. 0.00% No change 28 $4K
Elevation Wealth Partners, LLC 0.00% Add +133.3% 28 $4K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -18.2% 27 $4K
Bell Investment Advisors, Inc 0.00% Reduce -12.9% 27 $3K
Anfield Capital Management, LLC 0.00% No change 27 $3K
1 North Wealth Services LLC 0.00% No change 25 $3K
Hollencrest Capital Management 0.00% No change 25 $3K
SBI Securities Co., Ltd. 0.00% Add +4.2% 25 $3K
Rachor Investment Advisory Services, LLC 0.00% — 25 $3K
Avion Wealth 0.00% Reduce -12.1% 29 $3K
Costello Asset Management, INC 0.00% New 22 $3K
Ares Financial Consulting, LLC 0.00% — 21 $3K
Morse Asset Management, Inc 0.00% No change 21 $3K
Highline Wealth Partners LLC 0.00% No change 20 $3K
Kilter Group LLC 0.00% Reduce -53.7% 19 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 18 $2K
Park Place Capital Corp 0.00% Add +38.5% 18 $2K
Dunhill Financial, LLC 0.00% Add +12.5% 18 $2K
Valued Wealth Advisors LLC 0.00% No change 16 $2K
1015 Capital Partners, LLC 0.00% — 16 $2K
Hazlett, Burt & Watson, Inc. 0.00% New 15 $2K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -41.4% 17 $2K
Penserra Capital Management LLC 0.00% No change 18 $2K
Hughes Financial Services, LLC 0.00% Reduce -25.0% 15 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 15 $2K
Cornerstone Financial Management LLC 0.00% — 13 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -7.1% 13 $2K
Clayton Financial Group LLC 0.00% New 12 $2K
Abound Wealth Management 0.00% No change 12 $2K
JNBA Financial Advisors 0.00% No change 12 $2K
Dogwood Wealth Management LLC 0.00% Reduce -21.4% 11 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.1% 10 $1K
Triumph Capital Management 0.00% New 9 $1K
1620 Investment Advisors, Inc. 0.00% Reduce -76.3% 9 $1K
WestEnd Advisors, LLC 0.00% No change 9 $1K
Inspire Investing, LLC 0.00% New 8 $1K
Signature Equity Partners, LLC 0.00% — 8 $1K
S&T Bank 0.00% Add +14.3% 8 $1K
Cedar Mountain Advisors, LLC 0.00% No change 8 $1K
Valley National Advisers Inc. 0.00% No change 14 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -78.1% 7 $903
Winnacle Wealth LLC 0.00% No change 6 $774
Signature Resources Capital Management, LLC 0.00% New 6 $774
Quaker Wealth Management, LLC 0.00% Add +20.0% 6 $774
USA Financial Formulas 0.00% Reduce -99.8% 6 $774
Nvwm, LLC 0.00% New 5 $645
Atlas Capital Advisors Inc. 0.00% — 5 $644
Quattro Advisors LLC 0.00% — 4 $528
Nova Wealth Management, Inc. 0.00% No change 4 $516
HFM Investment Advisors, LLC 0.00% No change 4 $516
Stone House Investment Management, LLC 0.00% No change 4 $516
Chilton Capital Management LLC 0.00% New 4 $516
Lloyd Advisory Services, LLC. 0.00% New 3 $426
American Capital Advisory, LLC 0.00% Reduce -50.0% 3 $387
Ameriflex Group, Inc. 0.00% Reduce -50.0% 3 $387
Rialto Wealth Management, LLC 0.00% No change 3 $387
IMA Advisory Services, Inc. 0.00% No change 2 $260
Godfrey Financial Associates, Inc. 0.00% — 2 $258
High Note Wealth, LLC 0.00% Add +100.0% 2 $258
Wealth Watch Advisors, INC 0.00% Reduce -71.4% 2 $258
Turning Point Benefit Group, Inc. 0.00% No change 2 $257
Redwood Park Advisors LLC 0.00% No change 1 $129
Optima Capital LLC 0.00% New 1 $129
NorthAvenue LLC 0.00% — 1 $129
Cape Investment Advisory, Inc. 0.00% No change 1 $129
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.