DTE Energy CompanyDTE

13F holders, Q1 2026 (March 31)
989holders +27
122new positions
93sold out
9famous investors
$146.19avg. 13F price*

At the end of Q1 2026, 989 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 27 from Q4 2025. 122 opened new positions and 93 sold out. The largest holders were BlackRock, Inc. ($3.3B), Capital Research Global Investors ($2.1B) and Vanguard Capital Management LLC ($1.8B). 9 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Steve Cohen (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions122$175.1M
Exits93$205.1M

All 13F filers, Q4 2025 → Q1 2026: 15,131,189 shares bought and 10,135,799 shares sold, net +4,995,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 989 holders

BlackRock, Inc. 0.06% Add +19.5% 22,429,757 $3.3B
Capital Research Global Investors 0.32% Add +14.2% 14,211,225 $2.1B
Vanguard Capital Management LLC 0.05% — 12,487,940 $1.8B
Vanguard Portfolio Management LLC 0.09% — 11,863,189 $1.7B
State Street Corp. 0.06% Add +0.3% 11,112,961 $1.6B
Capital World Investors 0.22% Add +11.2% 10,933,476 $1.6B
Geode Capital Management, LLC 0.05% Add +3.4% 5,779,844 $842.1M
Ameriprise Financial Inc. 0.20% Add +1.0% 5,750,059 $841.6M
Janus Henderson Group PLC 0.22% Add +1.3% 3,084,544 $451.0M
Invesco Ltd. 0.04% Add +18.6% 2,990,328 $437.2M
Boston Partners 0.37% Reduce -4.2% 2,406,431 $351.9M
Morgan Stanley 0.02% Reduce -6.1% 2,316,507 $338.7M
Soroban Capital Partners LP 2.13% Add +2.0% 2,038,473 $298.1M
Clearbridge Investments, LLC 0.25% Reduce -26.3% 1,940,033 $283.7M
Barclays PLC 0.09% Add +99.9% 1,814,684 $265.3M
Bank of America Corp. 0.02% Add +17.1% 1,718,225 $251.2M
Franklin Resources Inc. 0.06% Add +8.9% 1,686,940 $246.7M
Northern Trust Corp. 0.03% Reduce -2.3% 1,672,905 $244.6M
Millennium Management 0.16% Reduce -47.3% 1,437,598 $210.2M
Charles Schwab Investment Management Inc. 0.03% Add +2.5% 1,387,148 $202.8M
Legal & General Group Plc 0.05% Reduce -0.8% 1,370,210 $200.4M
Marshall Wace, LLP 0.22% Add +1313.7% 1,366,347 $199.8M
Goldman Sachs Group Inc. 0.02% Add +15.6% 1,295,198 $189.4M
Massachusetts Financial Services Co. 0.06% Reduce -0.2% 1,211,880 $177.2M
Bank of New York Mellon Corp 0.03% Reduce -3.5% 1,199,819 $175.4M
JPMorgan Chase & Co. 0.01% Add +33.3% 1,186,605 $173.3M
Vanguard Fiduciary Trust Co. 0.04% — 1,144,408 $167.3M
T. Rowe Price Associates Inc. 0.02% Reduce -0.0% 1,095,254 $160.1M
Cohen & Steers, Inc. 0.26% Add +3.2% 1,004,636 $146.9M
Dimensional Fund Advisors LP 0.02% Add +3.1% 816,206 $119.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +1.2% 808,861 $118.3M
Duff & Phelps Investment Management Co. 1.20% Add +0.0% 792,462 $115.9M
Royal Bank of Canada 0.02% Reduce -9.4% 655,054 $95.8M
Panagora Asset Management Inc. 0.36% Reduce -18.8% 652,397 $95.4M
UBS Group AG 0.02% Add +47.8% 650,195 $95.1M
Swiss National Bank 0.05% Add +7.2% 609,500 $89.1M
AQR Capital Management 0.04% Reduce -34.1% 601,986 $87.3M
HSBC Holdings PLC 0.05% Add +52.6% 591,137 $86.4M
Pictet Asset Management Holding SA 0.09% Reduce -2.1% 583,536 $85.3M
Energy Income Partners, LLC 1.37% Add +2.5% 582,435 $85.2M
First Trust Advisors LP 0.06% Reduce -25.6% 555,690 $81.3M
Amundi 0.02% Reduce -23.9% 544,014 $79.5M
Deutsche Bank AG 0.03% Add +0.8% 530,807 $77.6M
HITE Hedge Asset Management LLC 4.23% Add +8.5% 511,367 $74.8M
BNP Paribas Financial Markets 0.05% Add +136.9% 506,704 $74.1M
California Public Employees Retirement System 0.04% Reduce -12.6% 481,352 $70.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +8.2% 469,973 $68.7M
Point72 Asset Management 0.12% Reduce -59.9% 460,933 $67.4M
Vanguard Global Advisers, LLC 0.04% — 456,417 $66.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -3.2% 444,095 $64.9M
Nuveen, LLC 0.02% Reduce -2.3% 431,600 $63.1M
Voya Investment Management LLC 0.07% Add +59.5% 415,046 $60.7M
Raymond James Financial Inc. 0.02% Add +5.2% 408,176 $59.7M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.7% 406,217 $59.4M
Wells Fargo & Company 0.01% Add +27.9% 405,839 $59.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.05% — 386,287 $56.5M
Freestone Grove Partners LP 0.40% Reduce -19.0% 380,183 $55.6M
FMR LLC 0.00% Reduce -28.7% 358,760 $52.5M
Natixis Advisors, LLC 0.07% Add +159.8% 357,208 $52.2M
Vaughan David Investments LLC 1.10% Add +0.3% 355,165 $51.9M
Rhumbline Advisers 0.04% Reduce -1.5% 348,207 $50.9M
Jennison Associates LLC 0.04% Reduce -2.1% 347,792 $50.9M
Teilinger Capital Ltd. 31.08% Add +37.5% 330,000 $48.3M
Nordea Investment Management AB 0.04% Add +10.0% 332,436 $48.1M
Jones Financial Companies LLLP 0.02% Add +1547.6% 329,054 $47.5M
Reaves W H & Co. Inc. 0.79% Reduce -22.5% 323,705 $47.3M
Causeway Capital Management LLC 0.58% New 322,015 $47.1M
Victory Capital Management Inc. 0.03% Reduce -14.3% 309,668 $45.3M
National Pension Service 0.03% Add +4.4% 300,986 $44.0M
Prudential Financial Inc. 0.05% Add +18.4% 300,583 $44.0M
Covalis Capital LLP 2.38% Add +583.7% 261,855 $38.3M
Yaupon Capital Management LP 1.84% Reduce -12.1% 255,555 $37.4M
California State Teachers Retirement System 0.04% Reduce -2.8% 241,448 $35.3M
Bank of Montreal 0.01% Reduce -3.3% 237,949 $34.8M
Focus Partners Wealth 0.04% Add +4.7% 234,496 $34.3M
TD Asset Management Inc 0.03% Add +1.0% 233,259 $34.1M
Principal Financial Group Inc. 0.02% Add +0.1% 231,359 $33.8M
Alliancebernstein L.P. 0.01% Reduce -24.8% 254,179 $32.8M
Magellan Asset Management Ltd 0.42% Add +30.1% 220,150 $32.2M
Citigroup Inc. 0.02% Add +0.8% 220,132 $32.2M
Canada Pension Plan Investment Board 0.02% Add +25.5% 218,815 $32.0M
LPL Financial LLC 0.01% Reduce -1.4% 209,511 $30.6M
Teacher Retirement System of Texas 0.13% Add +27.2% 206,838 $30.2M
Verition Fund Management LLC 0.31% New 206,233 $30.2M
Envestnet Asset Management Inc. 0.01% Add +53.1% 191,343 $28.0M
Deprince Race & Zollo Inc. 0.52% Reduce -7.8% 187,521 $27.4M
Renaissance Technologies 0.04% Reduce -35.8% 176,300 $25.8M
Allspring Global Investments Holdings, LLC 0.04% Reduce -10.1% 169,788 $25.0M
Gotham Asset Management 0.08% Reduce -26.8% 169,930 $24.8M
Voloridge Investment Management, LLC 0.10% Reduce -20.7% 168,675 $24.7M
Martingale Asset Management L P 0.61% Reduce -4.6% 166,160 $24.3M
State Board of Administration of Florida Retirement System 0.04% Add +0.2% 162,614 $23.8M
Quantinno Capital Management LP 0.04% Add +16.3% 161,869 $23.7M
Korea Investment CORP 0.05% Add +25.7% 158,958 $23.2M
New York State Teachers Retirement System 0.04% No change 149,248 $21.8M
Capital International, Inc. 0.16% Add +18.3% 139,915 $20.5M
Aventail Capital Group, LP 0.99% Reduce -18.8% 139,548 $20.4M
AE Wealth Management LLC 0.11% Add +10.4% 136,049 $19.9M
Sei Investments Co. 0.02% Add +8.9% 134,303 $19.6M
SG Americas Securities, LLC 0.02% Reduce -56.3% 133,855 $19.6M
Worldquant Millennium Advisors LLC 0.08% Reduce -12.3% 133,558 $19.5M
Blue Chip Partners, LLC 1.39% Add +1.8% 131,716 $19.3M
Arrowstreet Capital, Limited Partnership 0.01% New 131,154 $19.2M
State of Wisconsin Investment Board 0.04% Add +2.2% 130,823 $19.1M
Neuberger Berman Group LLC 0.01% Reduce -1.1% 127,948 $18.8M
Tortoise Capital Advisors, L.L.C. 0.19% Add +0.9% 123,226 $18.0M
Wedge Capital Management L L P 0.32% Reduce -3.5% 118,337 $17.3M
Russell Investments Group, Ltd. 0.02% Add +7.5% 117,314 $17.2M
Glenmede Trust Co. NA 0.08% Reduce -21.3% 116,607 $17.1M
Public Sector Pension Investment Board 0.05% Add +119.3% 116,100 $17.0M
Man Group plc 0.03% Add +2.2% 111,574 $16.3M
Stack Financial Management, Inc 1.19% Add +0.9% 111,204 $16.3M
Asset Management One Co., Ltd. 0.05% Reduce -5.2% 109,730 $16.0M
CANADA LIFE ASSURANCE Co 0.03% Add +2.0% 109,078 $16.0M
American Century Companies Inc. 0.01% Reduce -20.7% 107,960 $15.8M
Nomura Holdings Inc. 0.13% Add +2974.5% 106,377 $15.6M
Cerity Partners LLC 0.02% Add +221.8% 105,887 $15.5M
New York State Common Retirement Fund 0.02% Add +0.5% 103,415 $15.1M
OMERS ADMINISTRATION Corp 0.10% Add +12.7% 102,737 $15.0M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -2.8% 102,315 $15.0M
Osaic Holdings, Inc. 0.02% Add +8.1% 100,829 $14.7M
Aberdeen Group plc 0.02% Reduce -5.0% 100,152 $14.6M
Natixis 0.06% Add +1141.5% 97,555 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +8.4% 97,056 $14.2M
Vanguard Investments Australia, Ltd. 0.04% — 97,008 $14.2M
Stifel Financial Corp. 0.01% Reduce -0.7% 96,984 $14.2M
APG Asset Management N.V. 0.04% Reduce -0.3% 105,944 $13.4M
Factory Mutual Insurance Co. 0.15% New 91,800 $13.4M
Ensign Peak Advisors, Inc 0.02% Add +10.9% 90,723 $13.3M
Creative Planning 0.01% Add +10.0% 88,859 $13.0M
Treasurer of the State of North Carolina 0.04% Add +2.2% 88,707 $13.0M
Leeward Investments, LLC - MA 0.64% Reduce -3.3% 88,550 $12.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -8.9% 88,247 $12.9M
Westwood Holdings Group Inc. 0.09% Reduce -5.8% 88,186 $12.9M
Bogart Wealth, LLC 0.48% Add +58.1% 85,536 $12.5M
Vinva Investment Management Ltd 0.15% Add +71.5% 82,695 $12.1M
NewEdge Advisors, LLC 0.04% Reduce -78.1% 81,820 $12.0M
Mn Services Vermogensbeheer B.V. 0.08% No change 79,835 $11.7M
Applied Finance Capital Management, LLC 0.88% Reduce -1.2% 79,776 $11.7M
Fifth Third Bancorp 0.02% Add +921.0% 79,180 $11.6M
Howe & Rusling Inc. 0.73% Reduce -1.4% 76,337 $11.2M
Nomura Asset Management Co. Ltd. 0.03% Add +5.6% 74,237 $10.9M
HighTower Advisors, LLC 0.01% Reduce -0.9% 73,860 $10.8M
Jacobs Levy Equity Management, Inc. 0.04% New 72,796 $10.6M
Toronto Dominion Bank 0.02% Reduce -53.0% 71,110 $10.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +0.6% 71,027 $10.4M
Cyndeo Wealth Partners, LLC 0.54% Add +8.4% 70,192 $10.3M
Bank of Nova Scotia 0.02% Add +115.3% 69,929 $10.2M
State of Tennessee, Department of Treasury 0.03% Reduce -9.7% 68,760 $10.1M
D. E. Shaw & Co. 0.01% Reduce -81.5% 67,080 $9.8M
Public Employees Retirement System of Ohio 0.03% Reduce -0.6% 66,771 $9.8M
Resona Asset Management Co.,Ltd. 0.05% Add +3.4% 66,287 $9.7M
CIBC Bancorp USA Inc. 0.01% — 63,885 $9.3M
PNC Financial Services Group, Inc. 0.01% Add +5.0% 63,256 $9.2M
State of New Jersey Common Pension Fund D 0.03% No change 61,052 $8.9M
Hantz Financial Services, Inc. 0.13% Reduce -1.1% 95,302 $8.8M
Citadel Advisors 0.01% Reduce -67.9% 57,613 $8.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% New 57,550 $8.4M
Czech National Bank 0.05% Add +3.3% 56,562 $8.3M
Arizona State Retirement System 0.05% Reduce -0.8% 56,444 $8.3M
National Bank of Canada 0.01% Reduce -67.3% 56,057 $8.2M
Nisa Investment Advisors, LLC 0.03% Add +1.6% 54,395 $8.0M
Schroder Investment Management Group 0.01% Reduce -0.5% 54,408 $7.9M
CIBC Asset Management Inc 0.02% Add +1.0% 54,290 $7.9M
State of Michigan Retirement System 0.04% Reduce -0.2% 54,277 $7.9M
Cetera Investment Advisers 0.01% Add +15.7% 53,218 $7.8M
Commonwealth Equity Services, LLC 0.01% Reduce -8.5% 53,024 $7.8M
Corient Private Wealth LP 0.01% Add +9.3% 53,176 $7.7M
Sigma Planning Corp 0.21% Reduce -1.8% 52,188 $7.6M
RWC Asset Management LLP 0.34% Reduce -24.4% 51,210 $7.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.07% Reduce -12.9% 50,640 $7.4M
Thrivent Financial for Lutherans 0.01% Reduce -0.3% 50,172 $7.3M
Entropy Technologies, LP 0.34% Reduce -22.1% 50,126 $7.3M
Federated Hermes, Inc. 0.01% Add +11.7% 49,903 $7.3M
Strategic Advisors LLC 1.18% No change 48,695 $7.1M
Guggenheim Capital LLC 0.06% Add +26.5% 48,533 $7.1M
MetLife Investment Management, LLC 0.04% Reduce -2.5% 48,516 $7.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.1% 48,378 $7.1M
Susquehanna International Group, LLP 0.01% Reduce -8.6% 47,709 $7.0M
Rockefeller Capital Management L.P. 0.01% Add +56.1% 46,081 $6.7M
Janney Montgomery Scott LLC 0.02% Reduce -13.6% 45,715 $6.7M
Retirement Systems of Alabama 0.02% Reduce -0.2% 44,104 $6.4M
Daiwa Securities Group Inc. 0.02% Add +6.1% 43,219 $6.3M
Dark Forest Capital Management LP 0.56% Reduce -47.0% 42,772 $6.3M
Hennessy Advisors Inc. 0.22% Reduce -2.3% 42,104 $6.2M
ProShare Advisors LLC 0.01% Reduce -17.8% 41,848 $6.1M
O'shaughnessy Asset Management, LLC 0.03% Reduce -24.5% 41,836 $6.1M
Lido Advisors, LLC 0.02% Reduce -36.8% 41,399 $6.1M
Woodline Partners LP 0.02% Add +14.8% 40,678 $5.9M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +18.6% 40,582 $5.9M
Amalgamated Bank 0.04% Add +3.9% 40,027 $5.9M
Mercer Global Advisors Inc. 0.01% Add +7.6% 39,817 $5.8M
Xponance LLC 0.04% Add +12.6% 38,707 $5.7M
Summit Global Investments 0.33% Reduce -28.1% 38,444 $5.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.8% 37,826 $5.5M
Y-Intercept (Hong Kong) Ltd 0.10% Add +538.8% 37,101 $5.4M
Illinois Municipal Retirement Fund 0.07% Add +730.9% 36,425 $5.3M
DekaBank Deutsche Girozentrale 0.01% No change 35,613 $5.3M
Hudson Bay Capital Management LP 0.03% New 35,000 $5.1M
USS Investment Management Ltd 0.02% Add +7.8% 34,925 $5.1M
Gabelli Funds LLC 0.03% No change 34,900 $5.1M
Pallas Capital Advisors LLC 0.19% Reduce -8.0% 34,435 $5.0M
Utah Retirement Systems 0.05% Reduce -1.1% 33,636 $4.9M
Patton Albertson Miller Group, LLC 0.58% Add +1.1% 33,560 $4.9M
Captrust Financial Advisors 0.01% Add +103.5% 33,533 $4.9M
Wealthfront Advisers LLC 0.01% Add +21.8% 33,392 $4.9M
CoreCap Advisors, LLC 0.16% Reduce -48.1% 32,663 $4.8M
Morton Community Bank 1.04% Add +0.9% 32,630 $4.8M
Baird Financial Group, Inc. 0.01% Reduce -4.2% 32,518 $4.8M
IFM Investors Pty Ltd 0.04% Add +4.1% 32,139 $4.7M
Police & Firemen's Retirement System of New Jersey 0.04% No change 31,876 $4.7M
Eley Financial Management, Inc 1.68% Add +0.8% 31,743 $4.6M
Rakuten Investment Management, Inc. 0.01% Add +12.8% 30,822 $4.5M
NEOS Investment Management LLC 0.02% Add +2.1% 30,631 $4.5M
&partners 0.02% Add +50.0% 29,568 $4.3M
Yousif Capital Management, LLC 0.05% Reduce -2.0% 29,557 $4.3M
Hennion & Walsh Asset Management, Inc. 0.14% Add +23.6% 29,423 $4.3M
New York Life Investment Management LLC 0.04% Add +1.3% 28,752 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.1% 28,620 $4.2M
Waverly Advisors, LLC 0.03% Reduce -5.3% 28,206 $4.1M
Vanguard Personalized Indexing Management, LLC 0.04% Add +4.7% 28,201 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +8.8% 27,844 $4.1M
Mackenzie Financial Corp. 0.00% Reduce -28.4% 27,307 $4.0M
QRG Capital Management, Inc. 0.04% Reduce -25.7% 27,265 $4.0M
Nissay Asset Management Corp. /Japan 0.02% Add +1.5% 27,034 $4.0M
Huntington National Bank 0.03% Add +52.7% 26,855 $3.9M
Sanctuary Advisors, LLC 0.02% Add +3.3% 26,331 $3.9M
Northside Capital Management, LLC 0.33% Reduce -30.9% 25,926 $3.8M
Royal London Asset Management Ltd. 0.01% Reduce -2.1% 25,709 $3.8M
Assetmark, Inc. 0.01% Add +433.1% 25,490 $3.7M
Engineers Gate Manager LP 0.05% Reduce -70.8% 24,698 $3.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +27.1% 24,681 $3.6M
Icon Advisers Inc. 0.85% No change 24,659 $3.6M
Oxbow Advisors, LLC 0.31% Add +1.1% 24,638 $3.6M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -11.8% 24,014 $3.5M
Meiji Yasuda Asset Management Co Ltd. 0.17% Reduce -8.8% 23,936 $3.5M
Oregon Public Employees Retirement Fund 0.05% Add +0.3% 23,807 $3.5M
Credit Agricole S A 0.01% Reduce -66.2% 23,364 $3.4M
Bridgewater Associates 0.02% Reduce -29.8% 23,345 $3.4M
Swiss Life Asset Management Ltd 0.02% Add +24.9% 23,248 $3.4M
Pathstone Holdings, LLC 0.01% Reduce -2.7% 23,063 $3.4M
Sequoia Financial Advisors, LLC 0.02% Add +17.5% 23,036 $3.4M
Commerce Bank 0.02% Add +3.4% 22,823 $3.3M
US Bancorp \de 0.00% Reduce -1.2% 22,736 $3.3M
Gilliland Jeter Wealth Management LLC 0.97% No change 22,425 $3.3M
Graham Capital Management, L.P. 0.15% Reduce -4.5% 22,139 $3.2M
Mutual of America Capital Management LLC 0.04% Reduce -0.9% 22,085 $3.2M
Cwm, LLC 0.01% Reduce -0.4% 21,995 $3.2M
UniSuper Management Pty Ltd 0.02% Reduce -6.9% 21,897 $3.2M
Convergence Investment Partners, LLC 0.51% New 21,490 $3.1M
Larson Financial Group LLC 0.10% Add +4.3% 21,383 $3.1M
State of Alaska, Department of Revenue 0.03% Add +2.1% 20,999 $3.1M
Spartan Wealth Advisory Services LLC 0.27% — 20,839 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -69.7% 19,836 $2.9M
KBC Group NV 0.01% No change 19,963 $2.9M
Horizon Investments, LLC 0.03% Add +22.3% 19,944 $2.9M
Beacon Pointe Advisors, LLC 0.02% Add +180.2% 19,651 $2.9M
MML Investors Services, LLC 0.01% Reduce -16.9% 19,353 $2.8M
Kestra Advisory Services, LLC 0.01% Reduce -1.7% 19,080 $2.8M
Public Employees Retirement Association of Colorado 0.01% No change 18,965 $2.8M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +0.7% 18,908 $2.8M
Pacer Advisors, Inc. 0.01% Reduce -23.1% 18,895 $2.8M
Private Advisor Group, LLC 0.01% Add +2.2% 18,835 $2.8M
RHL Group, LLC 2.32% Add +1098.0% 20,558 $2.7M
Farringdon Capital, Ltd. 0.59% New 18,576 $2.7M
Allstate Corp. 0.03% Add +21.2% 18,470 $2.7M
Polymer Capital Management (US) LLC 0.38% Reduce -70.4% 17,394 $2.5M
Rafferty Asset Management, LLC 0.01% Reduce -26.5% 16,810 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +8.1% 16,759 $2.5M
Merit Financial Group, LLC 0.02% Add +58.7% 16,694 $2.4M
Macquarie Group Ltd. 0.01% Reduce -8.4% 16,693 $2.4M
Miller Howard Investments Inc. 0.07% Add +8.3% 16,616 $2.4M
Holocene Advisors, LP 0.01% New 16,505 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% No change 16,249 $2.4M
Gulf International Bank (UK) Ltd 0.05% Add +58.5% 16,006 $2.3M
Spirit of America Management Corp. 0.45% Add +5.4% 15,700 $2.3M
Intech Investment Management LLC 0.02% Add +97.2% 15,683 $2.3M
Planning Alternatives Ltd. 0.30% Add +0.3% 15,654 $2.3M
Walleye Trading LLC 0.05% Add +316.1% 15,616 $2.3M
Atria Investments, Inc 0.02% Add +11.5% 15,138 $2.2M
Modern Wealth Management, LLC 0.04% Add +11.9% 14,800 $2.2M
Investment Management Corp of Ontario 0.03% Add +5.7% 14,849 $2.2M
Arvest Bank Trust Division 0.12% Reduce -0.4% 14,569 $2.1M
LMCG Investments, LLC 0.13% Reduce -10.9% 14,418 $2.1M
Advisory Services Network, LLC 0.03% Reduce -13.3% 14,256 $2.1M
Peregrine Asset Advisers, Inc. 0.56% New 14,216 $2.1M
WNY Asset Management, LLC 0.21% — 14,119 $2.1M
Atom Investors LP 0.15% Add +391.8% 13,983 $2.0M
Capital International Sarl 0.03% Add +38.9% 13,871 $2.0M
Norinchukin Bank, The 0.02% Add +0.4% 13,720 $2.0M
Daiichi Life Insurance Co., Ltd. 0.06% No change 13,449 $2.0M
First American Bank 0.12% Add +0.8% 13,172 $1.9M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +59.0% 13,050 $1.9M
Lombard Odier Asset Management (Switzerland) SA 0.07% Add +25.0% 13,000 $1.9M
Mizuho Securities USA LLC 0.04% Reduce -17.0% 12,555 $1.8M
DRW Securities, LLC 0.10% Add +701.0% 12,544 $1.8M
Jane Street Group, LLC 0.00% Reduce -91.4% 12,532 $1.8M
FSA Advisors, Inc. 1.20% Add +84.9% 12,478 $1.8M
Pinnacle Associates Ltd. 0.02% Reduce -0.1% 12,222 $1.8M
Eurizon Capital SGR S.p.A. 0.01% Reduce -13.1% 12,165 $1.8M
Truist Financial Corp. 0.00% Add +10.1% 12,144 $1.8M
Carnegie Investment Counsel 0.03% No change 12,010 $1.8M
Landscape Capital Management, L.L.C. 0.11% New 11,994 $1.8M
Blair William & Co. 0.01% Add +15.4% 11,926 $1.7M
Ameritas Investment Partners, Inc. 0.05% Add +0.3% 11,854 $1.7M
Hartford Investment Management Co. 0.05% Reduce -1.2% 11,812 $1.7M
Pinebridge Investments LLC 0.01% Add +25.8% 11,806 $1.7M
Independent Advisor Alliance 0.02% Reduce -15.7% 11,781 $1.7M
Fideuram Asset Management (Ireland) dac 0.22% Add +1735.8% 12,685 $1.7M
Bernard Wealth Management Corp. 0.72% Add +2.9% 11,610 $1.7M
Plante Moran Financial Advisors, LLC 0.11% Reduce -1.7% 11,421 $1.7M
Sculati Wealth Management, LLC 0.61% No change 11,345 $1.7M
Peddock Capital Advisors, LLC 0.36% Reduce -0.6% 11,230 $1.6M
Retirement Guys Formula LLC 0.74% Add +303.2% 10,982 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +19.0% 10,954 $1.6M
TD Private Client Wealth LLC 0.03% Add +498.3% 10,912 $1.6M
Hopwood Nicholas Hunter 0.51% Add +1.0% 10,882 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% No change 10,759 $1.6M
Maryland State Retirement & Pension System 0.03% No change 10,602 $1.6M
Louisiana State Employees Retirement System 0.03% No change 10,600 $1.5M
Fulton Bank, N.A. 0.05% Reduce -3.1% 10,570 $1.5M
Farther Finance Advisors, LLC 0.01% Add +23.2% 10,493 $1.5M
Columbia Asset Management 0.29% Reduce -0.8% 10,238 $1.5M
Third View Private Wealth, LLC 0.20% Reduce -17.4% 10,194 $1.5M
Cresset Asset Management, LLC 0.01% Add +3.1% 10,055 $1.5M
Ethic Inc. 0.02% Reduce -1.7% 10,036 $1.5M
Kestra Private Wealth Services, LLC 0.02% Add +51.8% 9,947 $1.5M
Blue Sparrow, LLC 0.02% New 9,710 $1.4M
Commerzbank Aktiengesellschaft 0.03% Reduce -13.9% 9,608 $1.4M
New Mexico Educational Retirement Board 0.04% No change 9,596 $1.4M
Summit Trail Advisors, LLC 0.02% Reduce -0.9% 9,512 $1.4M
Allworth Financial LP 0.01% Add +5.6% 9,496 $1.4M
Intrust Bank NA 0.11% Add +6.0% 9,446 $1.4M
Arvest Investments, Inc. 0.19% Reduce -1.8% 9,435 $1.4M
CI Investments Inc. 0.01% Add +5.5% 9,435 $1.4M
44 Wealth Management LLC 0.48% New 9,366 $1.4M
Mariner, LLC 0.00% Add +67.1% 9,285 $1.4M
WealthBridge Capital Management, LLC 0.31% Add +26.9% 9,223 $1.3M
Callan Family Office, LLC 0.03% Add +45.7% 9,191 $1.3M
Elevation Point Wealth Partners, LLC 0.03% Reduce -7.3% 9,088 $1.3M
Choreo, LLC 0.02% Add +0.5% 9,054 $1.3M
Alps Advisors Inc. 0.01% Add +4.8% 9,116 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +2.3% 9,051 $1.3M
Ontario Teachers Pension Plan Board 0.04% Reduce -61.0% 9,028 $1.3M
Procyon Advisors, LLC 0.06% Add +8.5% 8,989 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +15.4% 8,988 $1.3M
Empowered Funds, LLC 0.01% New 8,977 $1.3M
Inspire Investing, LLC 0.08% Add +111550.0% 8,932 $1.3M
Great Lakes Advisors, LLC 0.01% Reduce -2.9% 8,796 $1.3M
SummitTX Capital, L.P. 0.04% New 8,726 $1.3M
New Age Alpha Advisors, LLC 0.06% Add +404.7% 8,640 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -1.1% 8,598 $1.3M
GAMMA Investing LLC 0.06% Add +4.8% 8,592 $1.3M
Exchange Traded Concepts, LLC 0.01% Reduce -12.1% 8,566 $1.3M
MUFG Securities EMEA plc 0.02% Reduce -98.0% 8,520 $1.2M
PFG Investments, LLC 0.06% Add +0.2% 8,413 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -3.8% 8,383 $1.2M
Roof Eidam Maycock Peralta, LLC 0.28% Add +0.7% 8,368 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +12.3% 8,360 $1.2M
City Holding Co. 0.15% Reduce -2.2% 8,277 $1.2M
Park Avenue Securities LLC 0.01% Add +2.4% 8,266 $1.2M
Quadrant Capital Group LLC 0.04% Add +1.2% 8,261 $1.2M
Harbour Investments, Inc. 0.02% Add +77.8% 8,231 $1.2M
Azimuth Capital Investment Management LLC 0.04% No change 8,174 $1.2M
Impact Capital Partners LLC 0.36% Reduce -0.1% 8,079 $1.2M
Vestcor Inc 0.03% Reduce -20.5% 7,971 $1.2M
Mgo One Seven LLC 0.02% Reduce -5.0% 7,971 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -9.9% 7,954 $1.2M
M1 Capital Management LLC 0.54% Add +2.9% 7,945 $1.2M
M&T Bank Corp 0.00% Add +5.5% 7,932 $1.2M
Savant Capital, LLC 0.01% Add +11.8% 7,784 $1.1M
Ascent Group, LLC 0.04% Add +1.6% 7,771 $1.1M
Dana Investment Advisors, Inc. 0.03% Reduce -4.9% 7,742 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.5% 7,728 $1.1M
GoalVest Advisory LLC 0.22% Reduce -12.3% 7,721 $1.1M
Saudi Central Bank 0.02% New 7,666 $1.1M
Tidal Investments LLC 0.00% Add +28.7% 7,605 $1.1M
Strategic Financial Group, LLC 1.14% — 7,568 $1.1M
Center for Financial Planning, Inc. 0.11% Add +0.5% 7,513 $1.1M
Sterling Capital Management LLC 0.02% Reduce -41.8% 7,455 $1.1M
Strategic Investment Advisors / MI 0.07% Add +1.6% 7,406 $1.1M
Sigma Investment Counselors Inc. 0.06% Reduce -3.5% 7,396 $1.1M
Blue Water Asset Management 0.37% Add +1.0% 7,325 $1.1M
LeClair Wealth Partners LLC 0.37% New 7,325 $1.1M
Acorn Wealth Advisors, LLC 0.31% Add +32.8% 7,174 $1.0M
Lighthouse Investment Partners, LLC 0.04% New 7,114 $1.0M
Profund Advisors LLC 0.04% Reduce -31.3% 7,085 $1.0M
EP Wealth Advisors, LLC 0.01% Add +94.4% 7,022 $1.0M
Friedenthal Financial 0.52% New 7,021 $1.0M
Greenleaf Trust 0.01% Add +0.6% 7,007 $1.0M
Prospera Financial Services Inc 0.02% Add +0.5% 6,977 $1.0M
Empirical Finance, LLC 0.05% Reduce -0.1% 6,949 $1.0M
Brooklyn Investment Group 0.03% Add +52.9% 6,888 $1.0M
Centennial Wealth Advisory LLC 0.24% Add +2.5% 6,845 $1.0M
Arbor Trust Wealth Advisors, LLC 0.44% No change 6,759 $996K
Tounjian Advisory Partners, LLC 0.36% Reduce -3.4% 6,800 $994K
Probity Advisors, Inc. 0.16% Reduce -1.2% 6,773 $990K
Tokio Marine Asset Management Co. Ltd. 0.04% No change 6,720 $983K
Assenagon Asset Management S.A. 0.00% Add +4.4% 6,710 $981K
Equitable Holdings, Inc. 0.01% Add +73.6% 7,187 $980K
Founders Financial Securities LLC 0.06% Reduce -23.2% 6,462 $976K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 6,645 $972K
Kentucky Retirement Systems 0.07% Add +12.2% 14,597 $969K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -0.6% 6,563 $967K
International Assets Investment Management, LLC 0.07% Reduce -6.9% 6,569 $966K
denkapparat Operations GmbH 0.40% Add +50.1% 6,594 $964K
Schonfeld Strategic Advisors LLC 0.01% Reduce -89.0% 6,593 $964K
Paradigm Asset Management Co. LLC 0.22% No change 6,500 $950K
Cranbrook Wealth Management, LLC 0.19% No change 6,469 $946K
Prosperity Consulting Group, LLC 0.04% Add +1.2% 6,342 $927K
Voleon Capital Management LP 0.02% Add +64.1% 6,237 $912K
Integrated Wealth Concepts LLC 0.01% Add +43.0% 6,225 $910K
Vident Advisory, LLC 0.01% Add +29.8% 6,216 $909K
Centaurus Financial, Inc. 0.04% No change 6,206 $907K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Add +21.5% 6,173 $903K
UMB Bank, n.a. 0.01% Reduce -32.9% 6,169 $902K
Parcion Private Wealth LLC 0.05% Reduce -0.2% 6,036 $883K
Rehmann Capital Advisory Group 0.05% Add +0.4% 6,035 $882K
Finward Bancorp 0.70% No change 6,000 $877K
North Dakota State Investment Board 0.04% Reduce -15.7% 5,989 $876K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +0.6% 5,937 $868K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.7% 5,931 $867K
Lakeshore Financial Planning, Inc. 0.31% Add +2.3% 5,884 $861K
Dynamic Technology Lab Private Ltd 0.14% New 5,882 $860K
Metis Global Partners, LLC 0.02% Reduce -10.9% 5,879 $860K
Tectonic Advisors LLC 0.05% Add +2.6% 5,869 $858K
Gateway Investment Advisers LLC 0.01% Add +106.5% 5,854 $856K
North Star Investment Management Corp. 0.05% Add +0.1% 5,812 $850K
Kingsview Wealth Management, LLC 0.01% Reduce -2.9% 5,802 $848K
iSAM Funds (UK) Ltd 0.42% Add +96.1% 5,770 $844K
Mufg Securities Americas Inc. 0.05% Add +2.7% 5,747 $840K
EntryPoint Capital, LLC 0.25% No change 5,740 $839K
Advisory Alpha, LLC 0.02% Add +150.6% 5,698 $833K
Capital Investment Advisors, LLC 0.01% Reduce -12.7% 5,698 $833K
Securian Asset Management, Inc. 0.03% No change 5,647 $826K
Squarepoint Ops LLC 0.00% Reduce -0.3% 5,521 $807K
HB Wealth Management, LLC 0.01% Add +17.8% 5,501 $804K
LFG Wealth Partners, LLC 0.48% Add +3.2% 5,474 $800K
Meiji Yasuda Life Insurance Co 0.03% Add +2.8% 5,454 $797K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 5,453 $797K
Stonebrook Private Inc. 0.17% Add +18.8% 5,446 $796K
Keybank National Association 0.00% Add +5.6% 5,425 $793K
Canada Post Corp Registered Pension Plan 0.03% No change 5,377 $786K
Wealthcare Advisory Partners LLC 0.01% Add +5.0% 5,285 $773K
Trivium Point Advisory, LLC 0.14% Reduce -13.7% 5,273 $771K
Jain Global LLC 0.01% Reduce -93.7% 5,203 $761K
Jacobi Capital Management LLC 0.04% Add +5.4% 5,174 $757K
Apella Capital, LLC 0.01% Add +83.4% 5,139 $755K
D.A. Davidson & Co. 0.00% Add +3.8% 5,129 $750K
Foguth Wealth Management, LLC. 0.09% Add +2.9% 5,111 $730K
STRS Ohio 0.00% Reduce -0.1% 4,956 $725K
Ingalls & Snyder LLC 0.03% No change 4,938 $722K
Vise Technologies, Inc. 0.01% No change 5,560 $717K
Pinion Investment Advisors, LLC 0.17% Reduce -16.2% 4,880 $714K
Advance Capital Management, Inc. 0.03% Reduce -22.4% 4,813 $704K
Money Concepts Capital Corp. 0.04% New 4,792 $701K
Signal Advisors Wealth, LLC 0.05% Add +10.9% 4,792 $701K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.3% 4,763 $696K
Coldstream Capital Management Inc. 0.01% Add +21.1% 4,743 $694K
Smartleaf Asset Management LLC 0.02% Add +8.3% 4,634 $677K
Robeco Institutional Asset Management B.V. 0.00% Reduce -69.3% 4,619 $675K
Meeder Advisory Services, Inc. 0.03% Reduce -4.3% 4,613 $674K
Twin Capital Management Inc. 0.09% Reduce -2.4% 4,593 $672K
MQS Management LLC 0.45% Reduce -0.6% 4,567 $668K
Mesirow Financial Investment Management, Inc. 0.01% Add +12.4% 4,501 $658K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -36.6% 4,462 $653K
AdvisorNet Financial, Inc 0.03% Add +48.0% 4,459 $652K
Orion Porfolio Solutions, LLC 0.01% Reduce -11.0% 4,450 $651K
Hummer Financial Advisory Services Inc 0.46% Add +4.8% 4,413 $650K
Soros Fund Management 0.01% New 4,424 $647K
MAI Capital Management 0.00% Add +10.4% 4,403 $644K
Princeton Global Asset Management LLC 0.10% Add +0.1% 4,400 $643K
Inscription Capital, LLC 0.07% Reduce -2.4% 4,394 $642K
Chicago Capital, LLC 0.02% No change 4,364 $638K
CX Institutional 0.02% Reduce -6.1% 4,316 $631K
Elevated Capital Advisors, LLC 0.16% Reduce -16.2% 4,313 $631K
Stephens Inc. 0.01% Reduce -7.1% 4,312 $631K
Praxis Investment Management Inc. 0.04% No change 4,300 $629K
Altfest L J & Co. Inc. 0.07% Reduce -29.1% 4,296 $628K
World Investment Advisors 0.01% Add +53.7% 4,286 $627K
AlphaCore Capital LLC 0.01% Add +14.0% 4,254 $625K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -45.5% 4,231 $619K
Venturi Wealth Management, LLC 0.03% Reduce -8.7% 4,218 $617K
GEM Asset Management, LLC 0.27% No change 4,204 $615K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +5.7% 4,186 $612K
Gallagher Fiduciary Advisors, LLC 0.02% Add +1.5% 4,176 $611K
nVerses Capital, LLC 0.55% New 4,122 $603K
Secure Asset Management, LLC 0.10% Reduce -14.6% 4,122 $603K
Chicago Partners Investment Group LLC 0.01% Add +11.1% 4,178 $600K
V-Square Quantitative Management LLC 0.06% Add +31.3% 4,101 $600K
NewEdge Wealth, LLC 0.01% Add +66.3% 4,098 $599K
Ameritas Advisory Services, LLC 0.02% Reduce -0.3% 4,087 $598K
Gladstone Institutional Advisory LLC 0.02% Reduce -2.2% 4,067 $595K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -34.1% 4,037 $590K
Financial Advisors Network, Inc. 0.08% Add +13.4% 4,021 $588K
Perigon Wealth Management, LLC 0.01% Reduce -0.2% 4,005 $586K
GTS Securities LLC 0.02% Add +88.8% 3,998 $585K
Carrera Capital Advisors 0.09% Reduce -3.3% 3,960 $584K
Venture Visionary Partners LLC 0.02% Reduce -1.7% 3,966 $580K
Nemes Rush Group LLC 0.05% Reduce -2.4% 3,947 $577K
Avantra Family Wealth, Inc. 0.43% New 3,909 $572K
OneDigital Investment Advisors LLC 0.01% Reduce -5.0% 3,851 $563K
Arbor Wealth Advisors LLC 0.39% No change 3,808 $557K
McMillan Office, Inc. 0.07% No change 3,808 $557K
Legacy Private Trust Co. 0.03% Reduce -23.3% 3,795 $555K
Edgestream Partners, L.P. 0.02% Reduce -94.8% 3,757 $549K
Capital Asset Advisory Services LLC 0.02% Add +31.4% 3,762 $549K
SJS Investment Consulting Inc. 0.07% Add +0.1% 3,740 $547K
McKinley Carter Wealth Services, Inc. 0.03% No change 3,717 $544K
Discipline Wealth Solutions, LLC 0.06% Add +69.3% 3,712 $543K
CENTRAL TRUST Co 0.01% Add +0.3% 3,690 $540K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -3.5% 3,690 $540K
Bessemer Group Inc. 0.00% Reduce -3.5% 3,651 $534K
Huber Capital Management LLC 0.08% Reduce -45.2% 3,638 $532K
Syon Capital LLC 0.03% Reduce -1.4% 3,626 $530K
Lazard Asset Management LLC 0.00% No change 3,553 $520K
Kintra Wealth, LLC 0.04% Reduce -13.6% 3,524 $515K
Burkett Asset Management Ltd 0.51% Add +31.4% 3,515 $514K
Wellington Shields & Co., LLC 0.13% No change 3,500 $512K
Aviva PLC 0.00% No change 3,463 $506K
William Mack & Associates, Inc. 0.29% Reduce -26.1% 3,423 $501K
TCW Group Inc. 0.00% Add +5.1% 3,407 $498K
CHICAGO TRUST Co NA 0.08% Reduce -0.1% 3,393 $496K
NorthCoast Asset Management LLC 0.01% Reduce -1.3% 3,392 $496K
Tema ETFs LLC 0.03% Add +0.4% 3,389 $496K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +101.9% 3,388 $495K
Danske Bank A/S 0.00% Add +9.8% 3,375 $493K
Great Valley Advisor Group, Inc. 0.01% Add +96.2% 3,365 $492K
Sovereign Financial Group, Inc. 0.09% Reduce -0.0% 3,358 $491K
Cary Street Partners Financial LLC 0.01% Add +0.1% 3,356 $491K
Oppenheimer Asset Management Inc. 0.01% Reduce -35.9% 3,348 $490K
Antonelli Financial Advisors, LLC 0.34% New 3,346 $489K
Icon Wealth Advisors, LLC 0.03% Add +24.4% 3,312 $487K
Evolve Private Wealth, LLC 0.03% Reduce -5.8% 3,321 $486K
Glenview Trust Co 0.01% Add +0.1% 3,321 $486K
Apollon Wealth Management, LLC 0.01% Add +27.7% 3,256 $476K
Dougherty & Associates, LLC 0.44% Add +0.8% 3,251 $475K
Signaturefd, LLC 0.01% Add +2.3% 3,246 $475K
Ethos Financial Group, LLC 0.03% No change 3,668 $473K
Ramirez Asset Management, Inc. 0.06% No change 3,235 $473K
Sagespring Wealth Partners, LLC 0.01% Add +1.2% 3,222 $471K
Foundations Investment Advisors, LLC 0.01% Add +2.1% 3,196 $467K
Arax Advisory Partners 0.01% Reduce -54.4% 3,173 $464K
SIH Partners, LLLP 0.01% New 3,159 $462K
Haverford Trust Co 0.00% New 3,150 $461K
Pinnacle Wealth Management Group, Inc. 0.23% Add +3.0% 3,139 $459K
Wealthspire Advisors, LLC 0.00% Reduce -38.5% 3,105 $454K
Balyasny Asset Management L.P. 0.00% Reduce -99.7% 3,100 $453K
Balanced Wealth Group LLC 0.16% Add +0.0% 3,089 $452K
Brown Wealth Management, LLC 0.11% Reduce -0.1% 3,055 $447K
Palisade Asset Management, LLC 0.04% Add +0.4% 3,013 $441K
Smith Group Asset Management, LLC 0.02% No change 3,000 $439K
Two Sigma Securities, LLC 0.05% New 2,978 $435K
Gsa Capital Partners LLP 0.03% Reduce -82.6% 2,970 $434K
VestGen Advisors, LLC 0.01% New 3,016 $430K
Fiduciary Alliance LLC 0.03% Add +0.8% 2,928 $430K
Snowden Capital Advisors LLC 0.01% Add +62.7% 2,902 $428K
Parallel Advisors, LLC 0.01% Add +33.2% 2,916 $426K
Claris Financial LLC 0.23% Add +0.9% 2,884 $422K
Citizens National Bank Trust Department 0.07% Add +29.9% 2,878 $421K
HighPoint Advisor Group LLC 0.02% Reduce -84.5% 2,815 $412K
Agf Management Ltd. 0.00% Reduce -4.5% 2,813 $411K
Ascentis Independent Advisors 0.03% Add +54.9% 2,806 $410K
South Dakota Investment Council 0.01% No change 2,800 $409K
Kaydan Wealth Management, Inc. 0.14% No change 2,797 $409K
Level Four Advisory Services, LLC 0.01% Add +9.7% 2,793 $408K
Leo Wealth, LLC 0.03% Add +8.3% 2,751 $402K
C2C Wealth Management, LLC 0.34% New 2,751 $402K
Brighton Jones LLC 0.01% New 2,749 $402K
Prime Capital Investment Advisors, LLC 0.00% Add +2.2% 2,741 $401K
Comprehensive Financial Consultants Institutional, Inc. 0.12% No change 2,722 $398K
Evergreen Capital Management LLC 0.01% Add +17.8% 2,701 $397K
Zacks Investment Management 0.00% Reduce -27.9% 2,704 $395K
NBT Bank, N.A. 0.03% No change 2,684 $392K
Quantum Financial Advisors, LLC 0.04% Reduce -0.0% 2,674 $391K
Brookstone Capital Management 0.00% Reduce -13.4% 2,671 $391K
PCM Encore, LLC 0.08% Add +1.1% 2,662 $389K
Montecito Bank & Trust 0.06% Reduce -10.2% 2,631 $385K
Brown Brothers Harriman & Co. 0.00% Add +90.4% 2,624 $384K
Caprock Group, LLC 0.01% Reduce -14.0% 2,571 $382K
Nicolet Bankshares Inc. 0.01% Add +48.7% 2,603 $381K
J2 Capital Management Inc 0.26% No change 2,597 $380K
Fifth Third Wealth Advisors LLC 0.01% Add +22.5% 2,583 $378K
Diversify Wealth Management, LLC 0.01% New 2,537 $373K
Gentry Private Wealth, LLC 0.22% Add +0.3% 2,551 $373K
Savvy Advisors, Inc. 0.01% Reduce -22.7% 2,527 $370K
SkyOak Wealth, LLC 0.07% Add +0.0% 2,527 $370K
MeadowBrook Investment Advisors LLC 0.33% Add +3.6% 2,504 $366K
Winthrop Capital Management, LLC 0.09% Reduce -0.3% 2,497 $365K
Bryn Mawr Trust Advisors, LLC 0.02% Add +1.5% 2,476 $362K
Retirement Income Solutions, Inc. 0.06% Add +1.5% 2,472 $361K
Midwest Capital Advisors, LLC 0.17% No change 2,467 $361K
Stoneridge Investment Partners LLC 0.26% Reduce -47.6% 2,460 $360K
Affinity Wealth Management LLC 0.05% No change 2,459 $360K
Crestwood Advisors Group, LLC 0.01% Add +12.6% 2,451 $358K
Summit Financial Consulting LLC 0.25% Add +3.7% 2,433 $356K
Belpointe Asset Management LLC 0.01% Add +0.2% 2,404 $352K
Checchi Capital Advisers, LLC 0.02% Add +23.1% 2,402 $351K
Confluence Wealth Services, Inc. 0.01% No change 2,332 $341K
Hilltop Partners LLC 0.09% No change 2,304 $337K
Zhang Financial LLC 0.01% Add +0.4% 2,281 $334K
Sit Investment Associates Inc. 0.01% Reduce -92.7% 2,280 $333K
Redwood Wealth Management Group, LLC 0.14% No change 2,275 $333K
Certuity, LLC 0.02% New 2,269 $332K
Paragon Private Wealth Management, LLC 0.10% Reduce -10.7% 2,248 $329K
Whittier Trust Co. 0.00% Add +3.5% 2,220 $328K
Trust Co. of Toledo NA 0.03% No change 2,236 $327K
Independent Financial Group, LLC 0.01% Add +11.8% 2,222 $325K
Regal Investment Advisors LLC 0.02% Reduce -4.2% 2,220 $325K
IFP Advisors, Inc 0.01% Reduce -27.6% 2,220 $325K
Old North State Wealth Management, LLC 0.15% Reduce -7.9% 2,212 $324K
Asset Allocation Strategies LLC 0.06% Reduce -0.3% 2,207 $323K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 2,200 $322K
Sagewood Asset Management LP 0.10% Reduce -18.7% 2,176 $318K
Vontobel Holding Ltd. 0.00% No change 2,156 $315K
Agp Franklin, LLC 0.16% No change 2,145 $314K
Summit Financial Strategies, Inc. 0.02% No change 2,133 $312K
Opal Capital LLC 0.06% New 2,130 $311K
Romano Brothers and Company 0.04% No change 2,110 $308K
Boothbay Fund Management, LLC 0.01% Reduce -8.2% 2,087 $305K
Diversified Portfolios, Inc. 0.03% Reduce -1.8% 2,086 $305K
Abc Arbitrage SA 0.04% Reduce -90.2% 2,082 $304K
Integrity Alliance, Llc. 0.01% Add +9.0% 2,074 $303K
SageGuard Financial Group, LLC 0.05% Add +0.1% 2,072 $303K
Stratos Wealth Partners, LTD. 0.00% Add +9.1% 2,068 $302K
Baker Tilly Wealth Management, LLC 0.07% Reduce -30.4% 2,066 $302K
CreativeOne Wealth, LLC 0.01% Add +5.4% 2,060 $301K
Xcelsior Advisor Partners LLC 0.12% New 2,058 $301K
Frec Markets, Inc. 0.05% New 2,048 $299K
Dahring | Cusmano LLC 0.18% Add +0.9% 2,038 $298K
International Private Wealth Advisors LLC 0.18% Add +4.4% 2,022 $296K
Mather Group, Llc. 0.00% Add +6.7% 2,018 $295K
Cigna Investments Inc. 0.05% No change 2,015 $295K
Benjamin Edwards Inc. 0.00% Reduce -14.1% 2,010 $294K
Sonoma Allocations LLC 0.10% No change 1,972 $293K
XML Financial, LLC 0.02% No change 2,000 $292K
Essex Financial Services, Inc. 0.02% Reduce -24.9% 1,996 $292K
Geneos Wealth Management Inc. 0.01% Reduce -0.7% 1,995 $292K
Havemeyer Place LP 0.03% Reduce -69.9% 1,979 $289K
Oppenheimer & Co. Inc. 0.00% Reduce -15.0% 1,966 $287K
Calydon Capital 0.05% Reduce -4.7% 1,964 $287K
Hartline Investment Corp./ 0.03% No change 1,948 $285K
Walleye Capital LLC 0.00% Add +139.6% 1,936 $283K
Blue Trust, Inc. 0.00% Reduce -23.8% 1,918 $280K
Calton & Associates, Inc. 0.04% Reduce -13.5% 1,908 $279K
EverSource Wealth Advisors, LLC 0.01% Add +73.5% 1,902 $278K
Atlanta Consulting Group Advisors, LLC 0.06% Add +1.1% 1,853 $273K
TCI Wealth Advisors, Inc. 0.01% Reduce -20.5% 1,867 $273K
State of Wyoming 0.03% Add +310.6% 1,852 $271K
Triton Wealth Management, PLLC 0.10% No change 1,846 $271K
NorthRock Partners, LLC 0.00% New 1,843 $269K
Accurate Wealth Management, LLC 0.03% Add +0.5% 1,799 $269K
Pointe Capital Management LLC 0.13% No change 1,829 $267K
DAVENPORT & Co LLC 0.00% New 1,826 $267K
Fiduciary Family Office, LLC 0.08% Add +1.8% 1,823 $267K
Kera Capital Partners, Inc. 0.03% New 1,812 $265K
Cidel Asset Management Inc. 0.01% New 1,788 $261K
NTV Asset Management LLC 0.03% No change 1,785 $261K
Bar Harbor Wealth Management 0.02% No change 1,778 $260K
Brown Advisory Inc. 0.00% Add +0.2% 1,760 $257K
LMR Partners LLP 0.00% Reduce -42.9% 1,740 $254K
Arkadios Wealth Advisors 0.00% New 1,739 $254K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,738 $254K
Sapient Capital LLC 0.00% New 1,724 $254K
Sandro Wealth Management LLC 0.20% Add +8.4% 1,736 $254K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% Reduce -0.6% 1,728 $253K
KLCM Advisors, Inc. 0.02% Add +0.5% 1,714 $251K
Cornerstone Wealth Group, LLC 0.02% Reduce -2.1% 1,747 $251K
Principal Securities, Inc. 0.00% Add +6.5% 1,713 $250K
Financial Advisory Corp 0.03% No change 1,710 $250K
Personal Cfo Solutions, LLC 0.03% Add +2.7% 1,688 $249K
Morey & Quinn Wealth Partners, LLC 0.18% Add +0.5% 1,701 $249K
White Pine Investment CO 0.06% Add +0.2% 1,687 $247K
SageView Advisory Group, LLC 0.01% Reduce -17.6% 1,689 $247K
Caldwell Trust Co 0.02% No change 1,688 $247K
CSS LLC 0.04% New 1,670 $244K
Brevan Howard Capital Management LP 0.00% New 1,666 $244K
Versant Capital Management, Inc 0.02% Add +48.9% 1,662 $243K
Rothschild Investment LLC 0.01% Add +8.6% 1,659 $243K
Aprio Wealth Management, LLC 0.01% Add +4.9% 1,650 $241K
Diversified Trust Co. 0.00% Reduce -28.2% 1,635 $239K
Citizens Financial Group Inc. 0.00% Reduce -43.3% 1,634 $239K
Patton Fund Management, Inc. 0.04% No change 1,634 $239K
Csenge Advisory Group 0.01% Reduce -2.6% 1,633 $239K
Affinity Investment Advisors, LLC 0.15% No change 1,620 $237K
DV Trading LLC 0.02% Add +433.3% 1,600 $234K
Clifford Swan Investment Counsel LLC 0.01% Reduce -5.9% 1,600 $234K
MCF Advisors LLC 0.01% Add +5.1% 1,586 $234K
Advisors Capital Management, LLC 0.00% Reduce -13.4% 1,591 $233K
Fidelis Capital Partners, LLC 0.02% New 1,572 $230K
HUB Investment Partners, LLC 0.01% New 1,570 $230K
Transcend Capital Advisors, LLC 0.02% New 1,567 $229K
Pinnacle Financial Partners, Inc. 0.00% Reduce -7.1% 1,564 $229K
Aptus Capital Advisors, LLC 0.00% Reduce -31.9% 1,544 $226K
111 Capital 0.06% New 1,534 $224K
Segment Wealth Management, LLC 0.01% Reduce -12.6% 1,525 $223K
626 Financial, LLC 0.10% Reduce -16.4% 1,523 $223K
IHT Wealth Management, LLC 0.01% New 1,518 $222K
Allegheny Financial Group 0.03% New 1,516 $222K
Delta Asset Management LLC 0.02% No change 1,510 $221K
Bernicke Wealth Management, Ltd. 0.03% New 1,509 $221K
LVM Capital Management Ltd. 0.02% New 1,508 $220K
CFS Investment Advisory Services, LLC 0.02% New 1,494 $220K
Old Mission Investment Co LLC 0.05% New 1,489 $219K
Alteri Wealth LLC 0.07% New 1,501 $219K
Moneta Group Investment Advisors LLC 0.00% New 1,482 $217K
Silver Oak Securities, Incorporated 0.02% New 1,467 $215K
Financial Strategies Group, Inc. 0.04% New 1,463 $214K
Kovack Advisors, Inc. 0.01% Reduce -7.0% 1,457 $214K
Gradient Investments LLC 0.00% New 1,454 $213K
Advisor OS, LLC 0.02% New 1,449 $212K
Innovative Asset Advisors Group, LLC 0.12% — 1,435 $212K
Optimize Financial Inc. 0.10% New 1,445 $211K
Fulton Breakefield Broenniman LLC 0.01% New 1,444 $211K
Van Eck Associates Corp. 0.00% Reduce -16.9% 1,442 $211K
Smith, Moore & Co. 0.02% New 1,441 $211K
Regions Financial Corp. 0.00% New 1,432 $209K
Stiles Financial Services Inc 0.06% New 1,413 $207K
Private Trust Co. NA 0.02% Reduce -30.4% 1,409 $206K
Advyzon Investment Management, LLC 0.02% New 1,406 $206K
Supplemental Annuity Collective Trust of NJ 0.06% New 1,406 $206K
Optas, LLC 0.03% New 1,403 $205K
Hancock Whitney Corp. 0.00% Reduce -39.6% 1,364 $205K
Old Port Advisors 0.05% New 1,400 $205K
Revolve Wealth Partners, LLC 0.03% New 1,398 $204K
Members Trust Co 0.01% New 1,398 $204K
Premier Path Wealth Partners, LLC 0.03% New 1,395 $204K
Oxler Private Wealth LLC 0.06% New 1,395 $204K
FIL Ltd 0.00% New 1,392 $204K
Baker Ellis Asset Management LLC 0.02% New 1,389 $203K
Charter Oak Capital Management, LLC 0.02% New 1,389 $203K
Neville Rodie & Shaw Inc. 0.01% New 1,386 $203K
TCFG Wealth Management, LLC 0.08% New 1,388 $203K
TCFG Investment Advisors, LLC 0.08% — 1,388 $203K
Interactive Financial Advisors, Inc. 0.13% New 1,386 $203K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 1,385 $203K
Essex Bank 0.04% New 1,385 $203K
Sentinel Pension Advisors, LLC 0.03% New 1,380 $202K
Fiduciary Trust Co 0.00% Reduce -22.7% 1,377 $201K
Financial Perspectives, Inc 0.06% Add +0.4% 1,375 $201K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 1,362 $199K
Clearstead Advisors, LLC 0.00% Reduce -27.0% 1,357 $198K
Virtus Investment Advisers, LLC 0.05% Add +4.4% 1,323 $193K
Siemens Fonds Invest GmbH 0.01% No change 1,271 $186K
Richardson Financial Services Inc. 0.12% Reduce -3.4% 1,270 $186K
Sound Income Strategies, LLC 0.01% Reduce -4.2% 1,258 $185K
True Link Financial Advisors, LLC 0.01% Reduce -32.9% 1,214 $177K
S.A. Mason LLC 0.07% Add +16.5% 1,210 $177K
Adirondack Trust Co. 0.06% No change 1,200 $175K
Crews Bank & Trust 0.02% No change 1,171 $171K
Burkett Financial Services, LLC 0.06% No change 1,164 $170K
Fairscale Capital, LLC 0.11% No change 1,093 $161K
Ancora Advisors LLC 0.00% Reduce -25.3% 1,070 $156K
Ballast Advisors LLC 0.05% New 1,060 $155K
Global Assets Advisory, LLC 0.04% New 1,000 $146K
SOA Wealth Advisors, LLC. 0.03% Reduce -4.3% 987 $144K
Banque Cantonale Vaudoise 0.01% Reduce -85.0% 965 $141K
Hickory Point Bank & Trust 0.09% New 957 $140K
Riverview Trust Co 0.17% Reduce -10.1% 947 $138K
Avanza Fonder AB 0.00% Add +11.9% 943 $138K
Washington Trust Advisors, Inc. 0.01% Reduce -8.7% 941 $138K
Los Angeles Capital Management LLC 0.00% Reduce -28.6% 934 $137K
Pacific Center for Financial Services 0.03% No change 920 $135K
MTM Investment Management, LLC 0.04% No change 900 $132K
Webster Bank, N. A. 0.01% No change 900 $132K
Keating Financial Advisory Services, Inc. 0.02% Add +6.0% 898 $131K
Rowlandmiller & Partners.adv 0.03% No change 897 $131K
Scarborough Advisors, LLC 0.01% New 885 $129K
Basecamp Wealth Advisors LLC 0.03% No change 882 $129K
Hills Bank & Trust Co 0.01% Reduce -5.3% 758 $111K
First Command Advisory Services, Inc. 0.00% Add +2.4% 756 $111K
Essex Investment Management Co. LLC 0.02% Reduce -2.6% 709 $104K
Cromwell Holdings LLC 0.06% Add +0.9% 699 $103K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -14.1% 674 $99K
Advisors Asset Management, Inc. 0.00% Reduce -82.2% 625 $91K
Cassaday & Co Wealth Management LLC 0.00% New 605 $88K
CYBER HORNET ETFs LLC 0.05% Reduce -3.7% 570 $84K
Steph & Co. 0.02% No change 573 $84K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -13.0% 570 $83K
LRI Investments, LLC 0.01% No change 569 $83K
Rossby Financial, LCC 0.02% Add +357.7% 563 $83K
Gen-Wealth Partners Inc 0.03% Add +1.8% 563 $82K
Y.D. More Investments Ltd 0.00% New 547 $80K
Destiny Wealth Partners, LLC 0.01% New 543 $79K
Lanark Financial, Inc. 0.01% No change 543 $79K
Cary Street Partners Investment Advisory LLC 0.02% Add +95.3% 541 $79K
Deseret Mutual Benefit Administrators 0.03% Add +89.8% 537 $79K
Ostrum Asset Management 0.00% Reduce -83.2% 512 $75K
Crewe Advisors LLC 0.01% No change 509 $74K
Oakworth Capital, Inc. 0.00% No change 501 $73K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.06% Reduce -2.7% 500 $73K
GGM Financial LLC 0.03% No change 500 $73K
Toth Financial Advisory Corp. 0.01% No change 489 $72K
Wall Street Financial Group, Inc. 0.04% New 482 $70K
Flagship Wealth Advisors, LLC 0.03% Reduce -27.7% 521 $69K
Parkside Financial Bank & Trust 0.01% Reduce -25.5% 459 $67K
Hilltop National Bank 0.02% No change 456 $67K
Essential Partners LLC 0.02% Reduce -11.1% 455 $67K
Heritage Wealth Advisors 0.00% No change 450 $66K
TIAA Wealth Investment Management LLC 0.00% — 432 $63K
Spire Wealth Management 0.00% Reduce -22.3% 424 $62K
American National Bank & Trust 0.01% Reduce -5.0% 422 $62K
HM Payson & Co. 0.00% No change 419 $61K
Leo H. Evart, Inc. 0.05% — 410 $60K
WPG Advisers, LLC 0.04% Reduce -0.7% 403 $59K
Vanguard National Trust Co 0.00% — 401 $59K
Dakota Community Bank & Trust NA 0.20% No change 400 $58K
Godsey & Gibb, Inc. 0.01% No change 400 $58K
Magnolia Wealth Management, LLC 0.03% New 384 $56K
Golden State Wealth Management, LLC 0.01% Reduce -8.5% 365 $53K
Sittner & Nelson, LLC 0.02% No change 363 $53K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 355 $52K
Caitlin John, LLC 0.03% Add +250.0% 350 $51K
Centennial Bank 0.02% No change 350 $51K
CVA Family Office, LLC 0.01% Add +53.5% 350 $51K
Mowery & Schoenfeld Wealth Management, LLC 0.08% No change 344 $50K
Brown, Lisle/Cummings, Inc. 0.01% No change 333 $49K
Caldwell Sutter Capital, Inc. 0.02% No change 325 $48K
Atlantic Union Bankshares Corp 0.00% Add +31.3% 315 $46K
Manchester Capital Management LLC 0.01% Reduce -10.0% 306 $45K
Robbins Farley 0.02% No change 300 $44K
Coastline Trust Co 0.00% No change 300 $44K
MV Capital Management, Inc. 0.00% No change 295 $43K
Cedar Mountain Advisors, LLC 0.01% Add +3462.5% 285 $42K
Root Financial Partners, LLC 0.00% Add +57.9% 281 $41K
SHP Wealth Management 0.00% Add +2.6% 275 $40K
Salomon & Ludwin, LLC 0.00% Reduce -0.4% 256 $38K
First Horizon Corp. 0.00% No change 259 $38K
Legacy Wealth Managment, LLC 0.02% No change 255 $37K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +11.9% 254 $37K
Foster Dykema Cabot & Partners, LLC 0.00% No change 250 $37K
McGuire Capital Advisors Inc. 0.02% Reduce -10.4% 250 $37K
City State Bank 0.01% No change 250 $37K
Optiver Holding B.V. 0.00% New 244 $36K
CDKV Holdings LLC 0.03% No change 239 $35K
First Financial Corp. 0.01% No change 235 $34K
Tsfg, LLC 0.01% No change 236 $34K
N.E.W. Advisory Services LLC 0.00% Add +0.9% 229 $33K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.8% 225 $33K
Mascoma Wealth Management LLC 0.01% No change 214 $31K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -1.4% 206 $30K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -1.0% 203 $30K
Global Wealth Strategies & Associates 0.01% No change 200 $29K
Motco 0.00% No change 200 $29K
Eastern Bank 0.00% No change 200 $29K
Transamerica Financial Advisors, LLC 0.00% Add +108.4% 198 $29K
DT Investment Partners, LLC 0.00% No change 199 $29K
Key Financial Inc 0.01% New 197 $29K
Farmers & Merchants Investments Inc. 0.00% Add +39.3% 195 $29K
Summit Securities Group LLC 0.01% Reduce -39.9% 185 $27K
Covestor Ltd 0.02% Reduce -23.6% 178 $26K
Centerpoint Advisors, LLC 0.01% No change 180 $26K
Smithfield Trust Co 0.00% No change 175 $26K
Grove Bank & Trust 0.00% No change 176 $26K
Creative Financial Designs Inc. 0.00% No change 175 $26K
Anchor Investment Management, LLC 0.00% No change 169 $25K
Mb, Levis & Associates, LLC 0.01% No change 164 $24K
Clark Wealth Partners 0.02% Add +1.9% 160 $24K
Duncker Streett & Co. Inc. 0.00% Reduce -33.7% 161 $24K
Strategic Wealth Partners, Ltd. 0.00% No change 160 $23K
EFG International AG 0.00% New 160 $23K
GW&K Investment Management, LLC 0.00% Add +1.9% 157 $23K
Wolff Wiese Magana LLC 0.01% Add +67.0% 157 $23K
Synergy Investment Management, LLC 0.01% New 153 $22K
United Community Bank 0.01% Add +3.5% 149 $22K
Colonial Trust Advisors 0.00% No change 145 $21K
Sunbelt Securities, Inc. 0.00% No change 144 $21K
Owl Creek Wealth Partners LLC 0.01% — 142 $21K
Smallwood Wealth Investment Management, LLC 0.01% No change 142 $21K
Asset Dedication, LLC 0.00% No change 141 $21K
Walsh & Associates, LLC 0.02% No change 133 $19K
Breakwater Investment Management 0.01% No change 128 $19K
Twin Peaks Wealth Advisors, LLC 0.00% New 125 $18K
Protective Life Corp. 0.06% New 125 $18K
Quent Capital, LLC 0.00% Add +36.3% 124 $18K
BankPlus Trust Department 0.00% No change 120 $18K
Colonial Trust Co / SC 0.00% Add +75.0% 119 $17K
Signature Equity Partners, LLC 0.01% Add +1300.0% 112 $16K
Capital Analysts, LLC 0.00% No change 109 $16K
NFSG Corp 0.00% Add +1.9% 108 $16K
Fortitude Family Office, LLC 0.00% Add +39.5% 106 $15K
IFS Advisors, LLC 0.01% New 105 $15K
CGC Financial Services, LLC 0.00% No change 101 $15K
Johnson Financial Group, Inc. 0.00% Reduce -76.0% 100 $15K
Hussman Strategic Advisors, Inc. 0.00% No change 100 $15K
Beaird Harris Wealth Management, LLC 0.00% No change 100 $15K
Armstrong Advisory Group, Inc. 0.00% No change 100 $15K
Physician Wealth Advisors, Inc. 0.00% Add +1300.0% 98 $14K
Zions Bancorporation, National Association 0.00% Add +2.2% 93 $14K
Southern Michigan Bank & Trust 0.00% — 87 $13K
Salem Investment Counselors Inc. 0.00% New 84 $12K
True Wealth Design, LLC 0.00% Add +10.5% 84 $12K
Whittier Trust Co. of Nevada Inc. 0.00% Add +196.3% 80 $12K
Bartlett & Co. Wealth Management LLC 0.00% Add +6.9% 77 $11K
Mark Sheptoff Financial Planning, LLC 0.01% No change 77 $11K
Horizon Bancorp Inc. 0.01% Reduce -30.0% 77 $11K
JPL Wealth Management, LLC 0.00% New 73 $11K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 73 $11K
Kemnay Advisory Services Inc. 0.00% New 73 $11K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 71 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 70 $10K
Cornerstone Planning Group LLC 0.00% Add +47.7% 65 $9K
Bruce G. Allen Investments, LLC 0.01% No change 62 $9K
Albion Financial Group 0.00% Add +3.4% 61 $9K
Whipplewood Advisors, LLC 0.00% New 61 $9K
St Germain D J Co. Inc. 0.00% Reduce -21.3% 59 $9K
Operose Advisors LLC 0.00% New 58 $8K
Reyes Financial Architecture, Inc. 0.01% No change 53 $8K
Joseph Group Capital Management 0.00% New 53 $8K
Prestige Wealth Management Group LLC 0.00% Reduce -5.7% 50 $7K
Fourth Dimension Wealth, LLC 0.00% No change 50 $7K
Bfsg, LLC 0.00% No change 50 $7K
Rachor Investment Advisory Services, LLC 0.00% Add +80.0% 45 $7K
JFS Wealth Advisors, LLC 0.00% Reduce -89.7% 39 $6K
Sachetta, LLC 0.00% No change 39 $6K
TFC Financial Management, Inc. 0.00% No change 39 $6K
SouthState Bank Corp 0.00% No change 38 $6K
Westside Investment Management, Inc. 0.00% No change 37 $6K
Raffa Wealth Management, LLC 0.00% Add +6.1% 35 $5K
Arlington Trust Co LLC 0.00% New 35 $5K
Elevation Wealth Partners, LLC 0.00% Add +21.4% 34 $5K
Strengthening Families & Communities, LLC 0.00% New 31 $5K
Pittenger & Anderson Inc. 0.00% No change 30 $4K
J.Safra Asset Management Corp 0.00% No change 30 $4K
Financial Management Professionals, Inc. 0.00% No change 28 $4K
Avion Wealth 0.00% No change 29 $4K
Anfield Capital Management, LLC 0.00% No change 27 $4K
Bell Investment Advisors, Inc 0.00% No change 27 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +44.4% 26 $4K
1 North Wealth Services LLC 0.00% No change 25 $4K
Hollencrest Capital Management 0.00% No change 25 $4K
SBI Securities Co., Ltd. 0.00% No change 25 $4K
Kilter Group LLC 0.00% Add +21.1% 23 $3K
Wilkerson Advisory Group LLC 0.00% New 23 $3K
Ares Financial Consulting, LLC 0.00% No change 21 $3K
Aventura Private Wealth, LLC 0.00% Reduce -82.6% 21 $3K
Dunhill Financial, LLC 0.00% Add +11.1% 20 $3K
Cornerstone Financial Management LLC 0.00% Add +53.9% 20 $3K
Highline Wealth Partners LLC 0.00% No change 20 $3K
Morse Asset Management, Inc 0.00% Reduce -4.8% 20 $3K
Harbor Investment Advisory, LLC 0.00% Reduce -48.7% 20 $3K
Abound Wealth Management 0.00% Add +58.3% 19 $3K
Hughes Financial Services, LLC 0.00% Add +26.7% 19 $3K
Torren Management, LLC 0.00% Reduce -90.7% 19 $3K
1015 Capital Partners, LLC 0.00% Add +12.5% 18 $3K
Valued Wealth Advisors LLC 0.00% No change 16 $2K
Portus Wealth Advisors, LLC 0.00% New 15 $2K
Vermillion Wealth Management, Inc. 0.00% New 15 $2K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 15 $2K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -75.4% 14 $2K
Key Capital Management, INC 0.00% New 14 $2K
Burk Holdings LLC 0.00% New 14 $2K
Park Place Capital Corp 0.00% Reduce -22.2% 14 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 15 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 17 $2K
Valley National Advisers Inc. 0.00% No change 14 $2K
Penserra Capital Management LLC 0.00% No change 18 $2K
Rialto Wealth Management, LLC 0.00% Add +333.3% 13 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +30.0% 13 $2K
Clayton Financial Group LLC 0.00% No change 12 $2K
Addison Advisors LLC 0.00% New 12 $2K
JNBA Financial Advisors 0.00% No change 12 $2K
TD Waterhouse Canada Inc. 0.00% Reduce -86.5% 10 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -23.1% 10 $1K
High Note Wealth, LLC 0.00% Add +400.0% 10 $1K
Triumph Capital Management 0.00% No change 9 $1K
1620 Investment Advisors, Inc. 0.00% No change 9 $1K
Activest Wealth Management 0.00% New 9 $1K
WestEnd Advisors, LLC 0.00% No change 9 $1K
S&T Bank 0.00% No change 8 $1K
USA Financial Formulas 0.00% No change 6 $877
Tidemark, LLC 0.00% New 6 $877
Quaker Wealth Management, LLC 0.00% Reduce -16.7% 5 $732
HFM Investment Advisors, LLC 0.00% Add +25.0% 5 $731
Atlas Capital Advisors Inc. 0.00% No change 5 $731
Nvest Wealth Strategies, Inc. 0.00% New 4 $585
Seneschal Advisors, LLC 0.00% New 3 $439
American Capital Advisory, LLC 0.00% No change 3 $439
Ameriflex Group, Inc. 0.00% No change 3 $439
Bare Financial Services, Inc 0.00% Reduce -90.3% 3 $439
Manning & Napier Advisors LLC 0.00% Reduce -95.7% 3 $438
Financial Consulate, Inc. 0.00% New 2 $295
IMA Advisory Services, Inc. 0.00% No change 2 $294
Godfrey Financial Associates, Inc. 0.00% No change 2 $292
TopTier Wealth Management, LLC 0.00% New 2 $292
Curio Wealth, LLC 0.00% New 2 $292
Dogwood Wealth Management LLC 0.00% Reduce -81.8% 2 $292
Redwood Park Advisors LLC 0.00% No change 1 $147
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.