DTE Energy CompanyDTE
13F holders, Q2 2026 (June 30)1,036holders +47
115new positions
73sold out
9famous investors
$152.37avg. 13F price*
At the end of Q2 2026, 1,036 institutions reported holding DTE Energy Company (DTE) in their 13F filings, up 47 from Q1 2026. 115 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($3.9B), Vanguard Capital Management LLC ($1.9B) and Capital Research Global Investors ($1.9B). 9 famous investors held it, including Peter Thiel (9.6% of Thiel Macro's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- DTE Energy Company
- Sector
- Utilities
- CUSIP
- 233331107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $172.9M |
| Exits | 73 | $38.8M |
All 13F filers, Q1 2026 → Q2 2026: 13,067,265 shares bought and 11,196,656 shares sold, net +1,870,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,036 holders
| BlackRock, Inc. | 0.06% | Add +14.6% | 25,695,899 | $3.9B |
| Vanguard Capital Management LLC | 0.04% | Add +0.6% | 12,568,029 | $1.9B |
| Capital Research Global Investors | 0.27% | Reduce -12.1% | 12,496,338 | $1.9B |
| State Street Corp. | 0.05% | Add +1.1% | 11,231,634 | $1.7B |
| Vanguard Portfolio Management LLC | 0.08% | Reduce -5.7% | 11,182,982 | $1.7B |
| Capital World Investors | 0.18% | Reduce -8.6% | 9,990,302 | $1.5B |
| Geode Capital Management, LLC | 0.05% | Add +1.6% | 5,870,599 | $891.2M |
| Ameriprise Financial Inc. | 0.17% | Reduce -2.5% | 5,606,302 | $854.4M |
| Jupiter Topco LLC | 0.19% | — | 3,132,273 | $477.3M |
| Invesco Ltd. | 0.04% | Reduce -0.2% | 2,983,653 | $454.6M |
| Bank of America Corp. | 0.03% | Add +59.3% | 2,736,767 | $417.0M |
| AQR Capital Management | 0.14% | Add +333.0% | 2,606,437 | $397.1M |
| Morgan Stanley | 0.02% | Add +11.0% | 2,571,337 | $391.8M |
| Boston Partners | 0.34% | Add +3.0% | 2,477,665 | $377.5M |
| Soroban Capital Partners LP | 2.07% | Reduce -5.7% | 1,922,873 | $293.0M |
| Franklin Resources Inc. | 0.06% | Reduce -0.1% | 1,685,194 | $256.8M |
| Northern Trust Corp. | 0.03% | Reduce -1.0% | 1,656,720 | $252.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +26.6% | 1,639,136 | $249.8M |
| Barclays PLC | 0.08% | Reduce -10.0% | 1,633,097 | $248.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.6% | 1,409,512 | $214.8M |
| Legal & General Group Plc | 0.04% | Reduce -4.4% | 1,309,725 | $199.6M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -4.8% | 1,153,058 | $175.7M |
| Vanguard Fiduciary Trust Co. | 0.04% | Reduce -0.1% | 1,143,573 | $174.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.5% | 1,122,119 | $171.0M |
| T. Rowe Price Associates Inc. | 0.02% | Add +1.6% | 1,112,817 | $169.6M |
| Marshall Wace, LLP | 0.12% | Reduce -30.6% | 948,922 | $144.6M |
| UBS Group AG | 0.02% | Add +38.8% | 902,439 | $137.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.9% | 856,042 | $131.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +5.8% | 856,033 | $130.4M |
| Duff & Phelps Investment Management Co. | 1.21% | Add +6.2% | 841,774 | $128.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.8% | 838,692 | $127.8M |
| First Trust Advisors LP | 0.07% | Add +47.8% | 821,022 | $125.1M |
| BNP Paribas Financial Markets | 0.06% | Add +53.1% | 775,940 | $118.2M |
| Clearbridge Investments, LLC | 0.10% | Reduce -60.1% | 774,468 | $118.0M |
| HSBC Holdings PLC | 0.05% | Add +25.1% | 739,633 | $112.9M |
| Deutsche Bank AG | 0.03% | Add +23.6% | 656,277 | $100.0M |
| Panagora Asset Management Inc. | 0.30% | Reduce -2.2% | 638,168 | $97.2M |
| Royal Bank of Canada | 0.02% | Reduce -5.5% | 619,009 | $94.3M |
| Swiss National Bank | 0.05% | Reduce -3.7% | 586,700 | $89.4M |
| Reaves W H & Co. Inc. | 1.34% | Add +79.6% | 581,441 | $88.6M |
| HITE Hedge Asset Management LLC | 4.82% | Add +12.7% | 576,287 | $87.8M |
| Pictet Asset Management Holding SA | 0.08% | Reduce -5.0% | 554,359 | $84.5M |
| Cohen & Steers, Inc. | 0.13% | Reduce -45.0% | 552,070 | $84.1M |
| Amundi | 0.02% | Reduce -1.7% | 534,625 | $81.5M |
| Energy Income Partners, LLC | 1.28% | Reduce -8.2% | 534,462 | $81.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +7.5% | 505,009 | $76.9M |
| Wells Fargo & Company | 0.01% | Add +21.0% | 491,194 | $74.8M |
| Natixis Advisors, LLC | 0.08% | Add +27.4% | 454,932 | $69.3M |
| Vanguard Global Advisers, LLC | 0.03% | Reduce -1.9% | 447,977 | $68.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +0.6% | 446,749 | $68.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | Add +12.8% | 435,725 | $66.4M |
| Nuveen, LLC | 0.02% | Reduce -0.1% | 431,337 | $65.7M |
| Jones Financial Companies LLLP | 0.03% | Add +24.5% | 409,786 | $63.3M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.7% | 403,274 | $61.4M |
| California Public Employees Retirement System | 0.03% | Reduce -18.4% | 392,736 | $59.8M |
| Freestone Grove Partners LP | 0.36% | Reduce -5.1% | 360,720 | $55.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +88.3% | 360,373 | $54.9M |
| Vaughan David Investments LLC | 1.09% | Add +1.3% | 359,714 | $54.8M |
| FMR LLC | 0.00% | Reduce -1.1% | 354,884 | $54.1M |
| Citigroup Inc. | 0.02% | Add +59.0% | 350,085 | $53.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.3% | 349,756 | $53.3M |
| Rhumbline Advisers | 0.04% | Reduce -0.1% | 347,893 | $53.0M |
| Nordea Investment Management AB | 0.04% | Add +3.1% | 342,781 | $52.5M |
| Bank of Nova Scotia | 0.08% | Add +388.0% | 341,268 | $52.0M |
| Teilinger Capital Ltd. | 34.21% | Add +3.0% | 340,000 | $51.8M |
| Jennison Associates LLC | 0.03% | Reduce -3.1% | 336,833 | $51.3M |
| Causeway Capital Management LLC | 0.53% | Reduce -0.5% | 320,526 | $48.8M |
| Victory Capital Management Inc. | 0.03% | Add +0.2% | 310,311 | $47.3M |
| Voloridge Investment Management, LLC | 0.20% | Add +78.5% | 301,038 | $45.9M |
| Yaupon Capital Management LP | 1.51% | Add +16.6% | 297,977 | $45.4M |
| National Pension Service | 0.03% | Reduce -1.7% | 295,887 | $45.1M |
| Bank of Montreal | 0.02% | Add +15.0% | 273,741 | $41.7M |
| Focus Partners Wealth | 0.04% | Add +14.6% | 268,718 | $41.0M |
| Renaissance Technologies | 0.06% | Add +51.0% | 266,300 | $40.6M |
| Thiel Macro | 9.62% | — | 264,450 | $40.3M |
| Canada Pension Plan Investment Board | 0.02% | Add +11.7% | 244,514 | $37.3M |
| California State Teachers Retirement System | 0.03% | Add +0.1% | 241,789 | $36.8M |
| Quantinno Capital Management LP | 0.04% | Add +44.5% | 233,885 | $35.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.9% | 226,976 | $34.6M |
| Magellan Asset Management Ltd | 0.77% | Add +2.5% | 225,684 | $34.4M |
| TD Asset Management Inc | 0.03% | Reduce -3.4% | 225,412 | $34.3M |
| Cerity Partners LLC | 0.04% | Add +106.0% | 218,079 | $33.2M |
| LPL Financial LLC | 0.01% | Add +3.7% | 217,291 | $33.1M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +28.1% | 217,456 | $32.7M |
| Two Sigma Investments, LP | 0.02% | New | 206,229 | $31.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -16.7% | 211,785 | $31.0M |
| Tortoise Capital Advisors, L.L.C. | 0.30% | Add +54.6% | 190,541 | $29.0M |
| Deprince Race & Zollo Inc. | 0.48% | Reduce -0.8% | 186,011 | $28.3M |
| Verition Fund Management LLC | 0.22% | Reduce -9.9% | 185,719 | $28.3M |
| Gotham Asset Management | 0.06% | Add +6.3% | 180,645 | $27.5M |
| Life Cycle Investment Partners Ltd | 0.11% | New | 160,443 | $24.4M |
| Neuberger Berman Group LLC | 0.02% | Add +25.4% | 160,421 | $24.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +34.3% | 157,570 | $24.0M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -3.2% | 157,448 | $24.0M |
| Covalis Capital LLP | 1.35% | Reduce -40.5% | 155,703 | $23.7M |
| Martingale Asset Management L P | 0.56% | Reduce -6.8% | 154,854 | $23.6M |
| New York State Teachers Retirement System | 0.04% | Reduce -1.0% | 147,716 | $22.5M |
| AE Wealth Management LLC | 0.10% | Add +7.4% | 146,060 | $22.3M |
| American Century Companies Inc. | 0.01% | Add +31.0% | 141,407 | $21.5M |
| Capital International, Inc. | 0.15% | Add +0.7% | 140,838 | $21.5M |
| Blue Chip Partners, LLC | 1.31% | Add +3.2% | 135,909 | $20.7M |
| Prudential Financial Inc. | 0.02% | Reduce -57.6% | 127,373 | $19.4M |
| APG Asset Management N.V. | 0.05% | Add +36.6% | 144,740 | $19.3M |
| Lighthouse Investment Partners, LLC | 0.59% | Add +1642.7% | 123,973 | $18.9M |
| Worldquant Millennium Advisors LLC | 0.06% | Reduce -7.4% | 123,624 | $18.8M |
| State of Wisconsin Investment Board | 0.04% | Reduce -8.0% | 120,393 | $18.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 119,912 | $18.3M |
| Creative Planning | 0.01% | Add +30.2% | 115,681 | $17.6M |
| Ieq Capital, LLC | 0.08% | New | 115,133 | $17.5M |
| Glenmede Trust Co. NA | 0.08% | Reduce -2.0% | 114,286 | $17.4M |
| Stack Financial Management, Inc | 1.35% | Add +1.9% | 113,354 | $17.3M |
| Asset Management One Co., Ltd. | 0.04% | Add +0.5% | 110,254 | $16.8M |
| Treasurer of the State of North Carolina | 0.04% | Add +20.8% | 107,182 | $16.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.8% | 107,164 | $16.3M |
| National Bank of Canada | 0.01% | Add +90.3% | 106,703 | $16.3M |
| Mariner, LLC | 0.02% | Add +1013.8% | 103,415 | $15.8M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -1.8% | 100,442 | $15.3M |
| Vinva Investment Management Ltd | 0.10% | Add +20.1% | 99,278 | $15.3M |
| Vanguard Investments Australia, Ltd. | 0.04% | Add +2.4% | 99,345 | $15.1M |
| Wedge Capital Management L L P | 0.25% | Reduce -16.5% | 98,812 | $15.1M |
| Citadel Advisors | 0.01% | Add +69.1% | 97,399 | $14.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -6.0% | 97,215 | $14.8M |
| Credit Agricole S A | 0.04% | Add +315.7% | 97,129 | $14.8M |
| Factory Mutual Insurance Co. | 0.13% | No change | 91,800 | $14.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -6.0% | 91,208 | $13.9M |
| Capitolis Liquid Global Markets LLC | 0.06% | New | 90,300 | $13.8M |
| Sei Investments Co. | 0.01% | Reduce -33.1% | 89,901 | $13.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.1% | 89,624 | $13.7M |
| Bogart Wealth, LLC | 0.47% | Add +4.6% | 89,506 | $13.6M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -3.9% | 84,715 | $12.9M |
| Leeward Investments, LLC - MA | 0.58% | Reduce -5.4% | 83,731 | $12.8M |
| SummitTX Capital, L.P. | 0.32% | Add +825.3% | 80,737 | $12.3M |
| Toronto Dominion Bank | 0.02% | Add +10.7% | 78,690 | $12.0M |
| Stifel Financial Corp. | 0.01% | Reduce -20.5% | 77,092 | $11.7M |
| Howe & Rusling Inc. | 0.68% | Add +1.0% | 77,083 | $11.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.2% | 76,722 | $11.7M |
| MUFG Securities EMEA plc | 0.12% | Add +793.6% | 76,133 | $11.6M |
| HighTower Advisors, LLC | 0.01% | Add +2.6% | 75,819 | $11.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +5.6% | 74,998 | $11.4M |
| Fifth Third Bancorp | 0.02% | Reduce -5.8% | 74,627 | $11.4M |
| Cetera Investment Advisers | 0.01% | Add +38.6% | 73,766 | $11.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.7% | 73,730 | $11.2M |
| Cyndeo Wealth Partners, LLC | 0.53% | Add +4.5% | 73,387 | $11.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +82.3% | 72,602 | $11.1M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Reduce -0.5% | 72,454 | $11.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -44.8% | 72,439 | $11.0M |
| Aberdeen Group plc | 0.02% | Reduce -29.5% | 70,590 | $10.8M |
| Aventail Capital Group, LP | 0.60% | Reduce -50.9% | 68,592 | $10.5M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -0.7% | 68,312 | $10.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -23.7% | 67,333 | $10.3M |
| Applied Finance Capital Management, LLC | 0.76% | Reduce -15.9% | 67,101 | $10.2M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -26.7% | 66,465 | $10.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 65,179 | $9.9M |
| Teacher Retirement System of Texas | 0.03% | Reduce -69.2% | 63,704 | $9.7M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -4.5% | 63,307 | $9.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -7.3% | 61,925 | $9.4M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 61,052 | $9.3M |
| Dark Forest Capital Management LP | 0.60% | Add +41.8% | 60,651 | $9.2M |
| Mn Services Vermogensbeheer B.V. | 0.07% | Reduce -24.2% | 60,535 | $9.2M |
| Arizona State Retirement System | 0.05% | Add +5.7% | 59,644 | $9.1M |
| Public Sector Pension Investment Board | 0.02% | Reduce -48.9% | 59,364 | $9.0M |
| Czech National Bank | 0.05% | Add +4.7% | 59,213 | $9.0M |
| Los Angeles Capital Management LLC | 0.03% | Add +6210.2% | 58,937 | $9.0M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.07% | Add +11.7% | 56,540 | $8.6M |
| CIBC Asset Management Inc | 0.02% | Add +2.5% | 55,649 | $8.5M |
| Federated Hermes, Inc. | 0.01% | Add +10.6% | 55,180 | $8.4M |
| Holocene Advisors, LP | 0.02% | Add +229.5% | 54,382 | $8.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +204.5% | 60,405 | $8.3M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -1.8% | 53,398 | $8.2M |
| State of Michigan Retirement System | 0.04% | Reduce -1.8% | 53,277 | $8.1M |
| Captrust Financial Advisors | 0.01% | Add +56.7% | 52,544 | $8.0M |
| RWC Asset Management LLP | 0.32% | Reduce -1.6% | 50,366 | $7.7M |
| Millennium Management | 0.01% | Reduce -96.5% | 49,599 | $7.6M |
| Natixis | 0.04% | Reduce -50.4% | 48,388 | $7.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.1% | 48,094 | $7.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.9% | 47,584 | $7.3M |
| Nomura Holdings Inc. | 0.03% | Reduce -55.4% | 47,458 | $7.2M |
| Sigma Planning Corp | 0.18% | Reduce -9.6% | 47,200 | $7.2M |
| Illinois Municipal Retirement Fund | 0.08% | Add +27.8% | 46,548 | $7.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +13.3% | 45,962 | $7.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -5.0% | 45,948 | $7.0M |
| Guggenheim Capital LLC | 0.05% | Reduce -5.7% | 45,767 | $7.0M |
| Korea Investment CORP | 0.01% | Reduce -71.3% | 45,560 | $6.9M |
| Woodline Partners LP | 0.02% | Add +11.6% | 45,405 | $6.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +4.8% | 45,289 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -14.6% | 45,283 | $6.9M |
| Lido Advisors, LLC | 0.02% | Add +8.3% | 44,847 | $6.8M |
| Voya Investment Management LLC | 0.01% | Reduce -89.4% | 43,829 | $6.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.9% | 43,702 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.3% | 43,638 | $6.6M |
| Hennessy Advisors Inc. | 0.21% | Add +2.9% | 43,304 | $6.6M |
| ProShare Advisors LLC | 0.01% | Add +2.7% | 42,976 | $6.5M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -33.1% | 42,754 | $6.5M |
| Squarepoint Ops LLC | 0.01% | Add +661.6% | 42,047 | $6.4M |
| Nykredit A/S | 0.02% | — | 41,970 | $6.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -38.9% | 41,000 | $6.2M |
| Pallas Capital Advisors LLC | 0.19% | Add +18.9% | 40,962 | $6.2M |
| Corient Private Wealth LP | 0.01% | Reduce -23.3% | 40,765 | $6.2M |
| XTX Topco Ltd | 0.08% | New | 40,305 | $6.1M |
| Vennlight Capital Management, LP | 4.02% | New | 39,400 | $6.0M |
| Hantz Financial Services, Inc. | 0.08% | Reduce -28.1% | 68,547 | $5.9M |
| Xponance LLC | 0.04% | Add +0.4% | 38,847 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 38,331 | $5.8M |
| Sagefield Capital LP | 0.43% | New | 38,043 | $5.8M |
| Point72 Asset Management | 0.01% | Reduce -91.9% | 37,340 | $5.7M |
| Amalgamated Bank | 0.04% | Reduce -8.6% | 36,605 | $5.6M |
| IFM Investors Pty Ltd | 0.04% | Add +13.4% | 36,460 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +88.0% | 36,381 | $5.5M |
| Wealthfront Advisers LLC | 0.01% | Add +7.4% | 35,856 | $5.5M |
| USS Investment Management Ltd | 0.02% | No change | 34,925 | $5.3M |
| Gabelli Funds LLC | 0.03% | No change | 34,900 | $5.3M |
| Rakuten Investment Management, Inc. | 0.02% | Add +10.4% | 34,026 | $5.2M |
| &partners | 0.02% | Add +15.9% | 34,273 | $5.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 35,613 | $5.2M |
| Man Group plc | 0.01% | Reduce -69.6% | 33,925 | $5.2M |
| Patton Albertson Miller Group, LLC | 0.51% | Add +0.9% | 33,858 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +3.9% | 33,781 | $5.1M |
| Hennion & Walsh Asset Management, Inc. | 0.15% | Add +14.6% | 33,731 | $5.1M |
| NEOS Investment Management LLC | 0.02% | Add +8.8% | 33,329 | $5.1M |
| Morton Community Bank | 1.03% | Add +2.1% | 33,320 | $5.1M |
| Schroder Investment Management Group | 0.00% | Reduce -39.6% | 32,868 | $5.1M |
| Eley Financial Management, Inc | 1.61% | Add +2.7% | 32,607 | $5.0M |
| CoreCap Advisors, LLC | 0.15% | Reduce -1.1% | 32,311 | $4.9M |
| Assetmark, Inc. | 0.01% | Add +25.0% | 31,872 | $4.9M |
| Utah Retirement Systems | 0.05% | Reduce -6.3% | 31,527 | $4.8M |
| Park Avenue Securities LLC | 0.03% | Add +281.4% | 31,523 | $4.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -1.9% | 31,262 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +9.0% | 31,202 | $4.8M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Reduce -17.9% | 30,466 | $4.6M |
| Polymer Capital Management (US) LLC | 0.68% | Add +72.5% | 30,000 | $4.6M |
| SG Americas Securities, LLC | 0.00% | Reduce -77.9% | 29,623 | $4.5M |
| New York Life Investment Management LLC | 0.03% | Add +1.3% | 29,118 | $4.4M |
| Summit Global Investments | 0.24% | Reduce -24.4% | 29,060 | $4.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +4.0% | 28,965 | $4.4M |
| EP Wealth Advisors, LLC | 0.02% | Add +310.8% | 28,844 | $4.4M |
| QRG Capital Management, Inc. | 0.04% | Add +5.7% | 28,810 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +44.1% | 28,315 | $4.3M |
| Yousif Capital Management, LLC | 0.05% | Reduce -4.7% | 28,165 | $4.3M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +3.8% | 28,065 | $4.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.9% | 27,617 | $4.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -2.5% | 27,500 | $4.2M |
| Trexquant Investment LP | 0.03% | New | 27,378 | $4.2M |
| Huntington National Bank | 0.03% | Add +1.9% | 27,367 | $4.2M |
| Mackenzie Financial Corp. | 0.00% | No change | 27,307 | $4.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -35.7% | 26,919 | $4.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -5.3% | 26,700 | $4.1M |
| Arax Advisory Partners | 0.03% | Add +737.8% | 26,582 | $4.1M |
| Pathstone Holdings, LLC | 0.01% | Add +13.8% | 26,255 | $4.0M |
| Northside Capital Management, LLC | 0.32% | Add +0.5% | 26,047 | $4.0M |
| Merit Financial Group, LLC | 0.02% | Add +55.4% | 25,935 | $4.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +7.6% | 25,607 | $3.9M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Add +5.8% | 25,407 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 24,950 | $3.8M |
| Oxbow Advisors, LLC | 0.31% | Add +1.0% | 24,890 | $3.8M |
| Icon Advisers Inc. | 0.72% | No change | 24,659 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +5.7% | 24,355 | $3.7M |
| Clayton Partners LLC | 2.41% | New | 24,075 | $3.7M |
| UniSuper Management Pty Ltd | 0.02% | Add +8.0% | 23,650 | $3.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.16% | Reduce -1.4% | 23,613 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +36.7% | 22,977 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -50.3% | 22,725 | $3.5M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -2.7% | 22,626 | $3.4M |
| US Bancorp \de | 0.00% | Reduce -1.2% | 22,456 | $3.4M |
| Gilliland Jeter Wealth Management LLC | 0.90% | No change | 22,425 | $3.4M |
| Commerce Bank | 0.01% | Reduce -1.8% | 22,414 | $3.4M |
| Larson Financial Group LLC | 0.09% | Add +3.6% | 22,158 | $3.4M |
| Alps Advisors Inc. | 0.02% | Add +137.8% | 21,673 | $3.3M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.0% | 21,432 | $3.3M |
| Spartan Wealth Advisory Services LLC | 0.26% | Add +0.6% | 20,973 | $3.2M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.9% | 20,383 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 20,279 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.0% | 20,030 | $3.1M |
| KBC Group NV | 0.01% | Add +0.3% | 20,013 | $3.0M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -22.4% | 19,951 | $3.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 18,965 | $2.9M |
| Allstate Corp. | 0.03% | Add +2.5% | 18,932 | $2.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +0.1% | 18,929 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 18,900 | $2.9M |
| Macquarie Group Ltd. | 0.01% | Add +9.4% | 18,261 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +45.3% | 18,206 | $2.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.09% | Add +38.5% | 18,000 | $2.7M |
| RBA Wealth Management, LLC | 0.98% | New | 17,611 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | New | 17,293 | $2.6M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.01% | Reduce -70.0% | 17,250 | $2.6M |
| Miller Howard Investments Inc. | 0.07% | Add +3.7% | 17,224 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +12.3% | 16,997 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.1% | 16,942 | $2.6M |
| Mizuho Securities USA LLC | 0.04% | Add +29.7% | 16,286 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,249 | $2.5M |
| Planning Alternatives Ltd. | 0.26% | Add +3.5% | 16,203 | $2.5M |
| Spirit of America Management Corp. | 0.46% | Add +2.5% | 16,100 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +32.3% | 16,063 | $2.4M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -1.2% | 15,811 | $2.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -6.1% | 15,735 | $2.4M |
| Graham Capital Management, L.P. | 0.09% | Reduce -29.4% | 15,640 | $2.4M |
| Pacer Advisors, Inc. | 0.01% | Reduce -17.8% | 15,532 | $2.4M |
| Modern Wealth Management, LLC | 0.03% | Add +1.6% | 15,030 | $2.3M |
| Rothschild Investment LLC | 0.08% | Add +788.3% | 14,737 | $2.2M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -85.7% | 14,673 | $2.2M |
| Saudi Central Bank | 0.03% | Add +90.0% | 14,562 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +32.3% | 14,496 | $2.2M |
| Fideuram Asset Management (Ireland) dac | 0.04% | Add +15.3% | 14,631 | $2.2M |
| WNY Asset Management, LLC | 0.19% | Add +0.0% | 14,124 | $2.2M |
| HRT Financial LP | 0.00% | New | 14,090 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.3% | 14,066 | $2.1M |
| LMCG Investments, LLC | 0.11% | Reduce -2.5% | 14,052 | $2.1M |
| Capital International Sarl | 0.03% | Add +1.1% | 14,023 | $2.1M |
| Norinchukin Bank, The | 0.02% | Add +0.3% | 13,767 | $2.1M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +13.0% | 13,742 | $2.1M |
| Arvest Bank Trust Division | 0.10% | Reduce -6.1% | 13,684 | $2.1M |
| First American Bank | 0.12% | Add +3.2% | 13,590 | $2.1M |
| Blair William & Co. | 0.01% | Add +13.0% | 13,475 | $2.1M |
| Daiichi Life Insurance Co., Ltd. | 0.05% | No change | 13,449 | $2.0M |
| TD Private Client Wealth LLC | 0.04% | Add +22.2% | 13,330 | $2.0M |
| Investment Management Corp of Ontario | 0.03% | Reduce -10.8% | 13,249 | $2.0M |
| Vise Technologies, Inc. | 0.02% | Add +137.9% | 13,229 | $2.0M |
| Kentucky Retirement Systems | 0.05% | Reduce -10.4% | 13,080 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.3% | 13,006 | $2.0M |
| Aquatic Capital Management LLC | 0.07% | New | 12,959 | $2.0M |
| Quadrature Capital Ltd | 0.02% | New | 12,428 | $1.9M |
| FSA Advisors, Inc. | 0.87% | Reduce -0.5% | 12,414 | $1.9M |
| Allworth Financial LP | 0.01% | Add +29.8% | 12,324 | $1.9M |
| Acorn Wealth Advisors, LLC | 0.46% | Add +71.3% | 12,288 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +22.8% | 12,218 | $1.9M |
| 44 Wealth Management LLC | 0.62% | Add +30.3% | 12,202 | $1.9M |
| Independent Advisor Alliance | 0.04% | Add +3.2% | 12,160 | $1.9M |
| Bernard Wealth Management Corp. | 0.68% | Add +4.0% | 12,073 | $1.8M |
| Bleakley Financial Group, LLC | 0.02% | New | 12,059 | $1.8M |
| Carnegie Investment Counsel | 0.04% | Reduce -0.1% | 11,995 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +0.6% | 11,928 | $1.8M |
| HB Wealth Management, LLC | 0.01% | Add +116.1% | 11,888 | $1.8M |
| Farther Finance Advisors, LLC | 0.01% | Add +13.2% | 11,880 | $1.8M |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +4.0% | 11,882 | $1.8M |
| Retirement Guys Formula LLC | 0.67% | Add +6.5% | 11,696 | $1.8M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +36.2% | 11,420 | $1.7M |
| Horizon Investments, LLC | 0.02% | Reduce -42.9% | 11,391 | $1.7M |
| Hartford Investment Management Co. | 0.05% | Reduce -3.7% | 11,371 | $1.7M |
| Peddock Capital Advisors, LLC | 0.34% | Add +0.9% | 11,337 | $1.7M |
| Pinebridge Investments LLC | 0.01% | Reduce -4.5% | 11,270 | $1.7M |
| Ethic Inc. | 0.02% | Add +11.0% | 11,142 | $1.7M |
| Hopwood Nicholas Hunter | 0.46% | Add +1.2% | 11,016 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | Add +3.3% | 10,953 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +13.7% | 10,813 | $1.6M |
| MAI Capital Management | 0.01% | Add +143.7% | 10,728 | $1.6M |
| Louisiana State Employees Retirement System | 0.02% | No change | 10,600 | $1.6M |
| Dockside LLC | 0.37% | — | 10,424 | $1.6M |
| Inspire Investing, LLC | 0.06% | Add +15.8% | 10,343 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +1.8% | 10,239 | $1.6M |
| New Mexico Educational Retirement Board | 0.04% | Add +7.3% | 10,296 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.7% | 10,295 | $1.6M |
| Columbia Asset Management | 0.27% | Add +0.3% | 10,269 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -4.9% | 10,231 | $1.6M |
| Fulton Bank, N.A. | 0.05% | Reduce -3.3% | 10,220 | $1.6M |
| Odyssean, LLC | 0.25% | New | 10,144 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +146.6% | 10,302 | $1.5M |
| CI Investments Inc. | 0.00% | Add +4.1% | 9,818 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.4% | 9,812 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -37.8% | 9,757 | $1.5M |
| GAMMA Investing LLC | 0.06% | Add +13.2% | 9,726 | $1.5M |
| Sculati Wealth Management, LLC | 0.49% | Reduce -12.5% | 9,923 | $1.5M |
| WealthBridge Capital Management, LLC | 0.29% | Add +4.5% | 9,638 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +11.1% | 9,556 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +53.1% | 9,529 | $1.5M |
| Callan Family Office, LLC | 0.03% | Add +2.7% | 9,439 | $1.4M |
| Brighton Jones LLC | 0.03% | Add +240.8% | 9,370 | $1.4M |
| Arvest Investments, Inc. | 0.17% | Reduce -2.3% | 9,215 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.5% | 9,133 | $1.4M |
| Procyon Advisors, LLC | 0.06% | Add +1.6% | 9,128 | $1.4M |
| Intrust Bank NA | 0.10% | Reduce -5.0% | 8,973 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | Add +4.0% | 8,913 | $1.4M |
| Commerzbank Aktiengesellschaft | 0.03% | Reduce -7.7% | 8,867 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +50.6% | 8,738 | $1.3M |
| Parcion Private Wealth LLC | 0.07% | Add +43.3% | 8,651 | $1.3M |
| Roof Eidam Maycock Peralta, LLC | 0.26% | Add +2.3% | 8,563 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.8% | 8,557 | $1.3M |
| Choreo, LLC | 0.01% | Reduce -6.1% | 8,505 | $1.3M |
| Gateway Investment Advisers LLC | 0.01% | Add +44.9% | 8,482 | $1.3M |
| PFG Investments, LLC | 0.05% | Add +0.8% | 8,479 | $1.3M |
| Tidal Investments LLC | 0.00% | Add +10.2% | 8,380 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +1.1% | 8,318 | $1.3M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -4.1% | 8,287 | $1.3M |
| Quadrant Capital Group LLC | 0.03% | Add +0.1% | 8,266 | $1.3M |
| M&T Bank Corp | 0.00% | Add +2.3% | 8,113 | $1.2M |
| Impact Capital Partners LLC | 0.34% | Add +0.1% | 8,089 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | New | 8,067 | $1.2M |
| Savant Capital, LLC | 0.00% | Add +3.6% | 8,068 | $1.2M |
| GoalVest Advisory LLC | 0.23% | Add +3.9% | 8,022 | $1.2M |
| Caisse de depot et placement du Quebec | 0.00% | New | 8,019 | $1.2M |
| M1 Capital Management LLC | 0.45% | Add +0.2% | 7,963 | $1.2M |
| City Holding Co. | 0.14% | Reduce -3.9% | 7,957 | $1.2M |
| Greenland Capital Management LP | 0.26% | New | 7,940 | $1.2M |
| Strategic Investment Advisors / MI | 0.07% | Add +6.7% | 7,903 | $1.2M |
| Signal Advisors Wealth, LLC | 0.06% | Add +64.6% | 7,887 | $1.2M |
| Capital Innovations LLC | 0.31% | — | 7,858 | $1.2M |
| Azimuth Capital Investment Management LLC | 0.04% | Reduce -4.5% | 7,804 | $1.2M |
| Dana Investment Advisors, Inc. | 0.03% | Add +0.3% | 7,763 | $1.2M |
| Strategic Financial Group, LLC | 1.11% | Add +0.8% | 7,628 | $1.2M |
| Convergence Investment Partners, LLC | 0.11% | Reduce -65.3% | 7,447 | $1.1M |
| Blue Water Asset Management | 0.36% | Add +1.3% | 7,420 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -7.9% | 7,342 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.2% | 7,327 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 7,326 | $1.1M |
| Centennial Wealth Advisory LLC | 0.24% | Add +5.2% | 7,203 | $1.1M |
| Empirical Finance, LLC | 0.05% | Add +3.5% | 7,192 | $1.1M |
| Greenleaf Trust | 0.01% | Add +2.0% | 7,146 | $1.1M |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -3.6% | 7,126 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +4.3% | 7,012 | $1.1M |
| Agf Management Ltd. | 0.00% | Add +147.7% | 6,968 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -13.1% | 6,929 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.8% | 6,920 | $1.1M |
| Probity Advisors, Inc. | 0.15% | Add +0.5% | 6,804 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.7% | 6,775 | $1.0M |
| Arbor Trust Wealth Advisors, LLC | 0.42% | No change | 6,759 | $1.0M |
| Sterling Capital Management LLC | 0.02% | Reduce -10.4% | 6,680 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -45.4% | 6,676 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 6,669 | $1.0M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -0.8% | 6,659 | $1.0M |
| Havemeyer Place LP | 0.10% | Add +233.2% | 6,593 | $1.0M |
| Center for Financial Planning, Inc. | 0.09% | Reduce -12.9% | 6,545 | $997K |
| Ascent Group, LLC | 0.03% | Reduce -15.9% | 6,535 | $996K |
| Atom Investors LP | 0.09% | Reduce -53.3% | 6,528 | $995K |
| Profund Advisors LLC | 0.03% | Reduce -8.1% | 6,513 | $992K |
| Cranbrook Wealth Management, LLC | 0.18% | No change | 6,469 | $986K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -2.5% | 6,400 | $983K |
| Brookstone Capital Management | 0.01% | Add +140.5% | 6,423 | $979K |
| LFG Wealth Partners, LLC | 0.46% | Add +17.3% | 6,422 | $979K |
| Brown Brothers Harriman & Co. | 0.00% | Add +141.0% | 6,323 | $963K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -1.0% | 6,278 | $957K |
| Mufg Securities Americas Inc. | 0.05% | Add +9.0% | 6,266 | $955K |
| Centaurus Financial, Inc. | 0.04% | No change | 6,206 | $946K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.3% | 6,184 | $942K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | No change | 6,173 | $941K |
| North Dakota State Investment Board | 0.04% | Add +2.9% | 6,161 | $939K |
| AlphaCore Capital LLC | 0.02% | Add +44.7% | 6,155 | $938K |
| Stonebrook Private Inc. | 0.17% | Add +12.7% | 6,138 | $935K |
| Principal Securities, Inc. | 0.01% | Add +256.6% | 6,108 | $931K |
| Evolve Private Wealth, LLC | 0.06% | Add +82.2% | 6,051 | $928K |
| Lakeshore Financial Planning, Inc. | 0.30% | Add +2.4% | 6,023 | $918K |
| Finward Bancorp | 0.69% | No change | 6,000 | $914K |
| UMB Bank, n.a. | 0.01% | Reduce -3.2% | 5,971 | $910K |
| Vident Advisory, LLC | 0.01% | Reduce -6.0% | 5,845 | $891K |
| North Star Investment Management Corp. | 0.05% | Add +0.1% | 5,818 | $886K |
| Tectonic Advisors LLC | 0.04% | Reduce -1.1% | 5,803 | $884K |
| iSAM Funds (UK) Ltd | 0.62% | Add +0.5% | 5,800 | $884K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 5,709 | $870K |
| Advisory Alpha, LLC | 0.02% | Add +0.1% | 5,702 | $869K |
| NewEdge Wealth, LLC | 0.01% | Add +38.3% | 5,666 | $863K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +4.8% | 5,538 | $844K |
| Avanza Fonder AB | 0.02% | Add +485.7% | 5,523 | $842K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -0.5% | 5,428 | $827K |
| Apollon Wealth Management, LLC | 0.01% | Add +66.5% | 5,420 | $826K |
| NorthCrest Asset Manangement, LLC | 0.02% | New | 5,519 | $824K |
| International Assets Investment Management, LLC | 0.05% | Reduce -16.9% | 5,458 | $822K |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.0% | 5,534 | $820K |
| Canada Post Corp Registered Pension Plan | 0.03% | No change | 5,377 | $819K |
| Twin City Private Wealth, LLC | 0.57% | New | 5,307 | $815K |
| D.A. Davidson & Co. | 0.00% | Add +3.4% | 5,301 | $808K |
| Jacobi Capital Management LLC | 0.04% | Add +2.3% | 5,295 | $807K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -12.8% | 5,263 | $803K |
| Foguth Wealth Management, LLC. | 0.09% | Add +7.6% | 5,500 | $803K |
| Ingalls & Snyder LLC | 0.02% | Add +6.4% | 5,256 | $801K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 5,173 | $796K |
| AdvisorNet Financial, Inc | 0.04% | Add +17.0% | 5,218 | $795K |
| Empowered Funds, LLC | 0.00% | Reduce -42.6% | 5,153 | $785K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -2.3% | 5,150 | $785K |
| Bull Harbor Capital LLC | 0.15% | New | 5,148 | $784K |
| Balyasny Asset Management L.P. | 0.00% | Add +64.6% | 5,102 | $777K |
| Pinion Investment Advisors, LLC | 0.15% | Add +4.2% | 5,085 | $775K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.5% | 5,004 | $762K |
| Metis Global Partners, LLC | 0.02% | Reduce -15.0% | 4,996 | $761K |
| Nemes Rush Group LLC | 0.06% | Add +26.4% | 4,991 | $760K |
| Transcend Capital Advisors, LLC | 0.05% | Add +216.7% | 4,962 | $756K |
| Inscription Capital, LLC | 0.07% | Add +11.1% | 4,882 | $744K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +2.3% | 4,873 | $743K |
| Money Concepts Capital Corp. | 0.03% | Add +0.8% | 4,831 | $736K |
| STRS Ohio | 0.00% | Reduce -2.9% | 4,811 | $733K |
| Advance Capital Management, Inc. | 0.02% | Reduce -0.1% | 4,809 | $733K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +13.9% | 4,769 | $727K |
| Keybank National Association | 0.00% | Reduce -13.3% | 4,701 | $716K |
| Smartleaf Asset Management LLC | 0.02% | No change | 4,634 | $714K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +10.0% | 4,656 | $709K |
| Meeder Advisory Services, Inc. | 0.03% | Add +0.3% | 4,629 | $705K |
| William Mack & Associates, Inc. | 0.25% | Add +34.8% | 4,615 | $703K |
| SS&H Financial Advisors, Inc. | 0.18% | — | 4,600 | $701K |
| Twin Capital Management Inc. | 0.08% | Add +0.1% | 4,600 | $701K |
| World Investment Advisors | 0.01% | Add +10.4% | 4,734 | $697K |
| Caprock Group, LLC | 0.01% | Add +75.4% | 4,510 | $694K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -43.1% | 4,527 | $690K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.4% | 4,521 | $689K |
| Financial Advisors Network, Inc. | 0.08% | Add +12.0% | 4,505 | $686K |
| Waddell & Associates, LLC | 0.03% | New | 4,502 | $686K |
| Engineers Gate Manager LP | 0.01% | Reduce -81.8% | 4,495 | $685K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.7% | 4,491 | $684K |
| Meiji Yasuda Life Insurance Co | 0.02% | Reduce -18.0% | 4,474 | $682K |
| Avantra Family Wealth, Inc. | 0.43% | Add +14.3% | 4,470 | $681K |
| CX Institutional | 0.02% | Add +3.5% | 4,465 | $680K |
| Hummer Financial Advisory Services Inc | 0.45% | No change | 4,413 | $678K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -0.5% | 4,380 | $667K |
| Syon Capital LLC | 0.03% | Add +20.4% | 4,364 | $665K |
| V-Square Quantitative Management LLC | 0.06% | Add +5.8% | 4,337 | $661K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.5% | 4,316 | $658K |
| Praxis Investment Management Inc. | 0.03% | No change | 4,300 | $655K |
| Employees Retirement System of Texas | 0.01% | New | 4,290 | $654K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.8% | 4,272 | $651K |
| Chicago Capital, LLC | 0.02% | Reduce -2.2% | 4,269 | $650K |
| Venturi Wealth Management, LLC | 0.03% | Add +1.1% | 4,266 | $650K |
| Frec Markets, Inc. | 0.06% | Add +108.0% | 4,259 | $649K |
| West Family Investments, Inc. | 0.19% | New | 4,250 | $648K |
| Capital Asset Advisory Services LLC | 0.02% | Add +12.6% | 4,236 | $645K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.3% | 4,216 | $642K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -29.1% | 4,212 | $642K |
| Citizens Financial Group Inc. | 0.01% | Add +157.3% | 4,204 | $641K |
| GEM Asset Management, LLC | 0.25% | No change | 4,204 | $641K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.3% | 4,179 | $637K |
| Bessemer Group Inc. | 0.00% | Add +14.2% | 4,168 | $635K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -2.0% | 4,092 | $624K |
| SJS Investment Consulting Inc. | 0.07% | Add +8.1% | 4,041 | $616K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 3,967 | $605K |
| Gradient Investments LLC | 0.01% | Add +166.8% | 3,880 | $591K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.7% | 3,876 | $591K |
| Danske Bank A/S | 0.00% | Add +14.8% | 3,875 | $590K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -67.8% | 3,868 | $589K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.2% | 3,842 | $585K |
| Snowden Capital Advisors LLC | 0.01% | Add +31.4% | 3,814 | $585K |
| Arbor Wealth Advisors LLC | 0.35% | No change | 3,808 | $580K |
| McMillan Office, Inc. | 0.07% | No change | 3,808 | $580K |
| Legacy Private Trust Co. | 0.03% | No change | 3,795 | $578K |
| Carrera Capital Advisors | 0.08% | Reduce -5.9% | 3,725 | $572K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -57.4% | 3,750 | $571K |
| Discipline Wealth Solutions, LLC | 0.05% | Add +1.0% | 3,750 | $571K |
| Lazard Asset Management LLC | 0.00% | Add +5.4% | 3,746 | $571K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 3,717 | $566K |
| CENTRAL TRUST Co | 0.01% | No change | 3,690 | $562K |
| Tema ETFs LLC | 0.02% | Add +8.6% | 3,679 | $561K |
| Krilogy Financial LLC | 0.02% | New | 3,654 | $557K |
| Burkett Asset Management Ltd | 0.52% | Add +3.8% | 3,650 | $556K |
| Huber Capital Management LLC | 0.08% | No change | 3,638 | $554K |
| Bridgefront Capital, LLC | 0.14% | New | 3,592 | $547K |
| Wellington Shields & Co., LLC | 0.12% | No change | 3,500 | $533K |
| Stephens Inc. | 0.01% | Reduce -19.4% | 3,477 | $530K |
| VestGen Advisors, LLC | 0.02% | Add +15.1% | 3,472 | $529K |
| TCW Group Inc. | 0.00% | Add +1.8% | 3,468 | $528K |
| Aviva PLC | 0.00% | No change | 3,463 | $528K |
| Van Eck Associates Corp. | 0.00% | Add +139.8% | 3,458 | $527K |
| Fieldview Capital Management, LLC | 0.15% | New | 3,399 | $518K |
| Signaturefd, LLC | 0.01% | Add +4.6% | 3,394 | $517K |
| CHICAGO TRUST Co NA | 0.08% | Reduce -0.3% | 3,384 | $516K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,497 | $515K |
| Diversify Wealth Management, LLC | 0.01% | Add +37.8% | 3,497 | $515K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +77.1% | 3,369 | $513K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 3,365 | $513K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.8% | 3,363 | $513K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.1% | 3,352 | $511K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.8% | 3,345 | $510K |
| Centiva Capital, LP | 0.02% | New | 3,338 | $509K |
| Antonelli Financial Advisors, LLC | 0.34% | Reduce -1.6% | 3,293 | $502K |
| Glenview Trust Co | 0.01% | Reduce -1.3% | 3,277 | $499K |
| Dougherty & Associates, LLC | 0.40% | Add +0.8% | 3,276 | $499K |
| Citizens National Bank Trust Department | 0.07% | Add +13.5% | 3,267 | $498K |
| Secure Asset Management, LLC | 0.07% | Reduce -20.9% | 3,262 | $497K |
| Ramirez Asset Management, Inc. | 0.05% | No change | 3,235 | $493K |
| Kera Capital Partners, Inc. | 0.05% | Add +77.6% | 3,218 | $490K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.1% | 3,198 | $487K |
| Crestwood Advisors Group, LLC | 0.01% | Add +30.1% | 3,189 | $486K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -13.7% | 3,186 | $485K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -6.2% | 3,150 | $480K |
| Savvy Advisors, Inc. | 0.01% | Add +24.5% | 3,146 | $479K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | No change | 3,139 | $478K |
| Kintra Wealth, LLC | 0.02% | Reduce -3.7% | 3,395 | $474K |
| Balanced Wealth Group LLC | 0.15% | Add +0.0% | 3,090 | $471K |
| Haverford Trust Co | 0.00% | Reduce -2.9% | 3,060 | $466K |
| Brown Wealth Management, LLC | 0.10% | No change | 3,055 | $465K |
| Palisade Asset Management, LLC | 0.04% | No change | 3,013 | $459K |
| Smith Group Asset Management, LLC | 0.02% | No change | 3,000 | $457K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.7% | 2,991 | $456K |
| Fiduciary Alliance LLC | 0.03% | Reduce -0.2% | 2,922 | $445K |
| FIL Ltd | 0.00% | Add +108.2% | 2,898 | $442K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.6% | 2,868 | $437K |
| IFP Advisors, Inc | 0.01% | Add +27.5% | 2,830 | $431K |
| HighPoint Advisor Group LLC | 0.02% | No change | 2,815 | $429K |
| Fisher Asset Management | 0.00% | New | 2,809 | $428K |
| South Dakota Investment Council | 0.01% | No change | 2,800 | $427K |
| Kaydan Wealth Management, Inc. | 0.13% | No change | 2,797 | $426K |
| Asahi Life Asset Management Co., LTD. | 0.24% | New | 2,790 | $425K |
| Ethos Financial Group, LLC | 0.03% | Reduce -24.6% | 2,766 | $421K |
| Global Retirement Partners, LLC | 0.01% | — | 2,754 | $420K |
| C2C Wealth Management, LLC | 0.33% | No change | 2,751 | $419K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.11% | No change | 2,722 | $415K |
| Dahring | Cusmano LLC | 0.22% | Add +32.1% | 2,692 | $410K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.6% | 2,691 | $410K |
| CreativeOne Wealth, LLC | 0.01% | Add +30.6% | 2,690 | $410K |
| NBT Bank, N.A. | 0.03% | No change | 2,684 | $409K |
| PCM Encore, LLC | 0.07% | Add +0.8% | 2,684 | $409K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 2,674 | $407K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -19.8% | 2,656 | $405K |
| Clearstead Advisors, LLC | 0.00% | Add +94.3% | 2,637 | $402K |
| Nicolet Bankshares Inc. | 0.01% | Add +1.2% | 2,635 | $401K |
| Montecito Bank & Trust | 0.06% | No change | 2,631 | $401K |
| Brevan Howard Capital Management LP | 0.01% | Add +56.8% | 2,612 | $398K |
| Walleye Trading LLC | 0.01% | Reduce -83.3% | 2,608 | $397K |
| J2 Capital Management Inc | 0.27% | No change | 2,597 | $396K |
| Gentry Private Wealth, LLC | 0.20% | Add +1.6% | 2,592 | $395K |
| Essential Partners LLC | 0.18% | Add +468.1% | 2,585 | $394K |
| Opal Capital LLC | 0.07% | Add +21.4% | 2,585 | $394K |
| Certuity, LLC | 0.02% | Add +12.8% | 2,560 | $390K |
| Xcelsior Advisor Partners LLC | 0.05% | Add +23.3% | 2,537 | $387K |
| Mather Group, Llc. | 0.00% | Add +25.5% | 2,532 | $386K |
| Evergreen Capital Management LLC | 0.01% | Reduce -7.4% | 2,500 | $383K |
| Mission Wealth Management, LP | 0.00% | New | 2,508 | $382K |
| Winthrop Capital Management, LLC | 0.09% | Add +0.5% | 2,510 | $382K |
| MeadowBrook Investment Advisors LLC | 0.31% | No change | 2,504 | $382K |
| Independent Financial Group, LLC | 0.01% | Add +12.2% | 2,494 | $380K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +0.1% | 2,478 | $378K |
| Midwest Capital Advisors, LLC | 0.15% | No change | 2,467 | $376K |
| Affinity Wealth Management LLC | 0.05% | No change | 2,459 | $375K |
| Old North State Wealth Management, LLC | 0.16% | Add +10.6% | 2,446 | $373K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -10.9% | 2,441 | $372K |
| Summit Financial Consulting LLC | 0.25% | Add +0.1% | 2,436 | $371K |
| Fiduciary Family Office, LLC | 0.09% | Add +33.1% | 2,426 | $370K |
| Checchi Capital Advisers, LLC | 0.02% | Add +0.8% | 2,421 | $369K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,420 | $369K |
| Zhang Financial LLC | 0.01% | Add +4.9% | 2,392 | $364K |
| CSS LLC | 0.05% | Add +42.5% | 2,380 | $363K |
| QTR Family Wealth, LLC | 0.13% | New | 2,376 | $362K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 2,472 | $361K |
| Confluence Wealth Services, Inc. | 0.01% | Add +1.3% | 2,362 | $360K |
| Almanack Investment Partners, LLC. | 0.05% | New | 2,335 | $356K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | New | 14,027 | $354K |
| Hilltop Partners LLC | 0.09% | No change | 2,304 | $351K |
| DAVENPORT & Co LLC | 0.00% | Add +25.5% | 2,292 | $349K |
| Stoneridge Investment Partners LLC | 0.23% | No change | 2,460 | $349K |
| Coppell Advisory Solutions LLC | 0.03% | New | 6 | $348K |
| Vontobel Holding Ltd. | 0.00% | Add +5.9% | 2,284 | $348K |
| Regal Investment Advisors LLC | 0.02% | Add +2.8% | 2,281 | $348K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 2,275 | $347K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -12.0% | 2,274 | $346K |
| Vima LLC | 0.34% | — | 2,251 | $343K |
| Diversified Portfolios, Inc. | 0.02% | Add +7.2% | 2,236 | $341K |
| Trust Co. of Toledo NA | 0.03% | No change | 2,236 | $341K |
| Paragon Private Wealth Management, LLC | 0.09% | Reduce -0.6% | 2,235 | $341K |
| Asset Allocation Strategies LLC | 0.05% | Add +0.8% | 2,224 | $339K |
| Strategic Advisors LLC | 0.07% | Reduce -95.5% | 2,214 | $337K |
| Belpointe Asset Management LLC | 0.01% | Reduce -8.0% | 2,212 | $337K |
| Ritholtz Wealth Management | 0.01% | New | 2,208 | $336K |
| Whittier Trust Co. | 0.00% | No change | 2,220 | $336K |
| Arkadios Wealth Advisors | 0.01% | Add +26.7% | 2,204 | $336K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 2,200 | $335K |
| Integrity Alliance, Llc. | 0.01% | Add +4.6% | 2,169 | $331K |
| Aaron Wealth Advisors LLC | 0.02% | New | 2,147 | $327K |
| Agp Franklin, LLC | 0.14% | No change | 2,145 | $327K |
| Romano Brothers and Company | 0.03% | No change | 2,110 | $321K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -51.5% | 2,094 | $319K |
| Essex Financial Services, Inc. | 0.02% | Add +4.8% | 2,092 | $319K |
| SkyOak Wealth, LLC | 0.05% | Reduce -17.8% | 2,078 | $317K |
| SageGuard Financial Group, LLC | 0.04% | Add +0.1% | 2,074 | $316K |
| PDS Planning, Inc | 0.02% | New | 2,057 | $313K |
| Sandro Wealth Management LLC | 0.22% | Add +17.3% | 2,037 | $310K |
| International Private Wealth Advisors LLC | 0.16% | Add +0.1% | 2,025 | $308K |
| Blue Trust, Inc. | 0.00% | Add +5.2% | 2,017 | $307K |
| Advisors Capital Management, LLC | 0.00% | Add +26.6% | 2,014 | $307K |
| Cigna Investments Inc. | 0.04% | No change | 2,015 | $307K |
| Rothschild Wealth LLC | 0.02% | New | 2,013 | $307K |
| Diversified Trust Co. | 0.00% | Add +22.8% | 2,007 | $306K |
| Insigneo Advisory Services, LLC | 0.01% | New | 2,007 | $306K |
| Highland Investment Advisors LLC | 0.13% | — | 2,000 | $305K |
| XML Financial, LLC | 0.02% | No change | 2,000 | $305K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,995 | $304K |
| Segment Wealth Management, LLC | 0.02% | Add +30.5% | 1,990 | $303K |
| Sonoma Allocations LLC | 0.09% | Add +0.8% | 1,987 | $302K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.5% | 1,976 | $301K |
| Sit Investment Associates Inc. | 0.01% | Reduce -13.6% | 1,970 | $300K |
| HUB Investment Partners, LLC | 0.01% | Add +25.2% | 1,966 | $300K |
| Calydon Capital | 0.04% | No change | 1,964 | $299K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,953 | $298K |
| Hartline Investment Corp./ | 0.03% | No change | 1,948 | $297K |
| Cidel Asset Management Inc. | 0.01% | Add +7.6% | 1,924 | $293K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.3% | 1,921 | $293K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +0.7% | 1,880 | $287K |
| Drive Wealth Management, LLC | 0.05% | New | 1,864 | $286K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | Add +0.3% | 1,858 | $285K |
| Triton Wealth Management, PLLC | 0.09% | Add +0.8% | 1,860 | $282K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +5.0% | 1,835 | $280K |
| Pointe Capital Management LLC | 0.12% | No change | 1,829 | $279K |
| Entropy Technologies, LP | 0.01% | Reduce -96.4% | 1,822 | $278K |
| New World Advisors LLC | 0.05% | New | 1,816 | $277K |
| NTV Asset Management LLC | 0.03% | No change | 1,785 | $272K |
| Zacks Investment Management | 0.00% | Reduce -34.1% | 1,782 | $272K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,777 | $271K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +2.0% | 1,773 | $270K |
| Versant Capital Management, Inc | 0.02% | Add +5.7% | 1,756 | $268K |
| Bar Harbor Wealth Management | 0.01% | Reduce -1.2% | 1,756 | $268K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.02% | No change | 1,728 | $263K |
| RHL Group, LLC | 0.22% | Reduce -91.6% | 1,730 | $263K |
| KLCM Advisors, Inc. | 0.02% | Add +0.5% | 1,722 | $262K |
| Alteri Wealth LLC | 0.07% | Add +14.5% | 1,719 | $262K |
| Accurate Wealth Management, LLC | 0.02% | Reduce -3.3% | 1,740 | $262K |
| Financial Advisory Corp | 0.03% | Add +0.2% | 1,714 | $261K |
| Aprio Wealth Management, LLC | 0.01% | Add +3.5% | 1,708 | $260K |
| Brown Advisory Inc. | 0.00% | Reduce -3.1% | 1,706 | $260K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +8.9% | 1,704 | $260K |
| 71 West Capital Partners | 0.01% | New | 1,697 | $259K |
| Sagewood Asset Management LP | 0.06% | Reduce -22.2% | 1,693 | $258K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -49.8% | 1,701 | $257K |
| White Pine Investment CO | 0.05% | Reduce -0.8% | 1,673 | $255K |
| Csenge Advisory Group | 0.01% | Add +2.4% | 1,672 | $255K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -3.1% | 1,636 | $251K |
| Members Trust Co | 0.01% | Add +17.7% | 1,646 | $251K |
| Advisors Asset Management, Inc. | 0.00% | Add +162.4% | 1,640 | $250K |
| Compound Planning, Inc. | 0.01% | New | 1,629 | $248K |
| Affinity Investment Advisors, LLC | 0.13% | No change | 1,620 | $247K |
| Fidelis Capital Partners, LLC | 0.01% | Add +2.2% | 1,607 | $245K |
| Abundance Wealth Counselors | 0.02% | New | 1,602 | $244K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,600 | $244K |
| MCF Advisors LLC | 0.01% | No change | 1,586 | $244K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -76.1% | 1,574 | $240K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,552 | $236K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +2.7% | 1,534 | $236K |
| Allegiance Financial Group Advisory Services LLC | 0.04% | New | 1,537 | $235K |
| Waterloo Capital, L.P. | 0.01% | New | 1,528 | $233K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,511 | $233K |
| TCFG Investment Advisors, LLC | 0.08% | Add +9.9% | 1,526 | $233K |
| 626 Financial, LLC | 0.09% | Add +0.1% | 1,524 | $232K |
| Cozad Asset Management Inc. | 0.01% | New | 1,523 | $232K |
| Revolve Wealth Partners, LLC | 0.02% | Add +8.7% | 1,519 | $231K |
| Allegheny Financial Group | 0.02% | No change | 1,516 | $231K |
| Mainsail Asset Management, LLC | 0.09% | New | 1,558 | $231K |
| Wick Capital Partners, LLC | 0.03% | New | 1,512 | $230K |
| Delta Asset Management LLC | 0.02% | No change | 1,510 | $230K |
| LVM Capital Management Ltd. | 0.02% | No change | 1,508 | $230K |
| Bernicke Wealth Management, Ltd. | 0.03% | No change | 1,509 | $230K |
| Old Mission Investment Co LLC | 0.05% | No change | 1,489 | $229K |
| Trust Point Inc. | 0.02% | New | 1,492 | $227K |
| Optas, LLC | 0.03% | Add +6.1% | 1,488 | $227K |
| Silver Oak Securities, Incorporated | 0.01% | No change | 1,467 | $224K |
| Regions Financial Corp. | 0.00% | Add +2.4% | 1,467 | $224K |
| Advisor OS, LLC | 0.01% | Add +0.7% | 1,459 | $222K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 1,457 | $222K |
| Smith, Moore & Co. | 0.01% | Add +0.1% | 1,442 | $220K |
| Optimize Financial Inc. | 0.08% | Reduce -0.3% | 1,440 | $219K |
| Sound Capital Solutions LLC | 0.05% | — | 1,440 | $219K |
| Howard Capital Management, LLC | 0.00% | New | 1,437 | $219K |
| Kovack Advisors, Inc. | 0.01% | Reduce -0.4% | 1,451 | $218K |
| Morey & Quinn Wealth Partners, LLC | 0.14% | Reduce -16.0% | 1,429 | $218K |
| Calton & Associates, Inc. | 0.03% | Reduce -25.3% | 1,425 | $217K |
| Stiles Financial Services Inc | 0.05% | No change | 1,413 | $215K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 1,412 | $215K |
| Continuum Advisory, LLC | 0.02% | New | 1,411 | $215K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -4.9% | 1,410 | $215K |
| Oxler Private Wealth LLC | 0.06% | Add +0.8% | 1,406 | $214K |
| Wedmont Private Capital | 0.01% | New | 1,421 | $214K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Add +0.9% | 1,397 | $213K |
| Voleon Capital Management LP | 0.00% | Reduce -77.6% | 1,395 | $213K |
| Baker Ellis Asset Management LLC | 0.02% | No change | 1,389 | $212K |
| Interactive Financial Advisors, Inc. | 0.13% | No change | 1,386 | $211K |
| Empower Advisory Group, LLC | 0.00% | New | 1,385 | $211K |
| Essex Bank | 0.05% | No change | 1,385 | $211K |
| Neville Rodie & Shaw Inc. | 0.01% | No change | 1,386 | $211K |
| PFG Advisors | 0.01% | New | 1,384 | $211K |
| Financial Strategies Group, Inc. | 0.03% | Reduce -0.8% | 1,451 | $211K |
| Financial Perspectives, Inc | 0.05% | Add +0.4% | 1,381 | $210K |
| Premier Path Wealth Partners, LLC | 0.02% | Reduce -1.5% | 1,374 | $209K |
| SageView Advisory Group, LLC | 0.01% | Reduce -19.2% | 1,365 | $208K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,362 | $208K |
| SYM FINANCIAL Corp | 0.02% | New | 1,351 | $206K |
| Peak Wealth Management LLC | 0.14% | New | 1,350 | $206K |
| Sentinel Pension Advisors, LLC | 0.03% | Add +0.4% | 1,385 | $205K |
| Private Trust Co. NA | 0.02% | Reduce -4.4% | 1,347 | $205K |
| Old Port Advisors | 0.04% | Reduce -4.1% | 1,342 | $204K |
| Marex Group Ltd | 0.00% | New | 1,342 | $204K |
| Supplemental Annuity Collective Trust of NJ | 0.05% | Reduce -5.1% | 1,334 | $203K |
| Nilsine Partners, LLC | 0.01% | New | 1,332 | $203K |
| Virtus Investment Advisers, LLC | 0.05% | Add +0.5% | 1,330 | $203K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 1,330 | $203K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 1,323 | $202K |
| Innovative Asset Advisors Group, LLC | 0.09% | Reduce -9.1% | 1,304 | $200K |
| Siemens Fonds Invest GmbH | 0.01% | No change | 1,271 | $194K |
| Richardson Financial Services Inc. | 0.11% | No change | 1,270 | $194K |
| S.A. Mason LLC | 0.06% | Add +0.4% | 1,215 | $185K |
| Adirondack Trust Co. | 0.05% | No change | 1,200 | $183K |
| Crews Bank & Trust | 0.02% | No change | 1,171 | $178K |
| Ascentis Independent Advisors | 0.46% | Reduce -60.3% | 1,114 | $170K |
| Fairscale Capital, LLC | 0.10% | No change | 1,093 | $168K |
| Ancora Advisors LLC | 0.00% | Add +1.5% | 1,086 | $165K |
| Burkett Financial Services, LLC | 0.05% | Reduce -11.3% | 1,032 | $157K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 991 | $151K |
| EFG International AG | 0.00% | Add +517.5% | 988 | $151K |
| Basecamp Wealth Advisors LLC | 0.03% | Add +8.6% | 958 | $146K |
| Hickory Point Bank & Trust | 0.09% | No change | 957 | $146K |
| Riverview Trust Co | 0.17% | No change | 947 | $144K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +4.2% | 936 | $143K |
| Pacific Center for Financial Services | 0.03% | No change | 920 | $140K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -3.5% | 908 | $138K |
| Webster Bank, N. A. | 0.01% | Add +0.6% | 905 | $138K |
| MTM Investment Management, LLC | 0.04% | No change | 900 | $137K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 897 | $137K |
| Concord Wealth Partners | 0.01% | New | 821 | $125K |
| Fiduciary Financial Advisors | 0.01% | New | 788 | $119K |
| Caldwell Trust Co | 0.01% | Reduce -54.0% | 776 | $118K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -2.4% | 738 | $112K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | New | 732 | $112K |
| Cromwell Holdings LLC | 0.05% | Add +2.6% | 717 | $110K |
| Flagship Wealth Advisors, LLC | 0.02% | Add +38.4% | 721 | $110K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +32.2% | 715 | $109K |
| True Wealth Design, LLC | 0.03% | Add +734.5% | 701 | $107K |
| Hills Bank & Trust Co | 0.00% | Reduce -7.7% | 700 | $107K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -1.4% | 699 | $107K |
| Parkside Financial Bank & Trust | 0.01% | Add +49.5% | 686 | $105K |
| Cape Investment Advisory, Inc. | 0.03% | New | 663 | $101K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 605 | $92K |
| Crewe Advisors LLC | 0.01% | Add +12.8% | 574 | $87K |
| Steph & Co. | 0.02% | No change | 573 | $87K |
| Johnson Financial Group, Inc. | 0.00% | Add +472.0% | 572 | $87K |
| Golden State Wealth Management, LLC | 0.01% | Add +56.4% | 571 | $87K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 570 | $87K |
| LRI Investments, LLC | 0.01% | Reduce -0.2% | 568 | $87K |
| Y.D. More Investments Ltd | 0.00% | Add +3.7% | 567 | $86K |
| CYBER HORNET ETFs LLC | 0.05% | Reduce -0.7% | 566 | $86K |
| Gen-Wealth Partners Inc | 0.02% | No change | 563 | $86K |
| Lanark Financial, Inc. | 0.01% | Add +3.0% | 559 | $85K |
| Deseret Mutual Benefit Administrators | 0.03% | No change | 537 | $82K |
| Ostrum Asset Management | 0.00% | No change | 512 | $78K |
| Harborfront Financial Group LLC | 0.29% | — | 504 | $77K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | No change | 500 | $76K |
| Caitlin John, LLC | 0.04% | Add +42.9% | 500 | $76K |
| GGM Financial LLC | 0.03% | No change | 500 | $76K |
| Logan Capital Management Inc. | 0.00% | — | 500 | $76K |
| Oakworth Capital, Inc. | 0.00% | No change | 501 | $75K |
| Toth Financial Advisory Corp. | 0.01% | No change | 489 | $75K |
| Quent Capital, LLC | 0.00% | Add +279.0% | 470 | $72K |
| Tounjian Advisory Partners, LLC | 0.03% | Reduce -93.2% | 460 | $70K |
| Heritage Wealth Advisors | 0.00% | No change | 450 | $69K |
| Planning Strategies Inc. | 0.04% | — | 429 | $65K |
| Atlas Capital Advisors Inc. | 0.01% | Add +8480.0% | 429 | $65K |
| Hilltop National Bank | 0.01% | Reduce -6.8% | 425 | $65K |
| HM Payson & Co. | 0.00% | No change | 419 | $64K |
| Leo H. Evart, Inc. | 0.05% | No change | 410 | $62K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -7.2% | 401 | $61K |
| American National Bank & Trust | 0.01% | Reduce -4.7% | 402 | $61K |
| Dakota Community Bank & Trust NA | 0.19% | No change | 400 | $61K |
| Godsey & Gibb, Inc. | 0.01% | No change | 400 | $61K |
| Spire Wealth Management | 0.00% | Reduce -7.1% | 394 | $60K |
| Sittner & Nelson, LLC | 0.02% | No change | 363 | $55K |
| Synergy Investment Management, LLC | 0.01% | Add +141.8% | 370 | $54K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 355 | $54K |
| Centennial Bank | 0.02% | No change | 350 | $53K |
| CVA Family Office, LLC | 0.00% | Reduce -0.3% | 349 | $53K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.07% | No change | 344 | $52K |
| Manchester Capital Management LLC | 0.01% | Add +11.1% | 340 | $52K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 333 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -6.2% | 305 | $46K |
| MV Capital Management, Inc. | 0.00% | Add +2.7% | 303 | $46K |
| Robbins Farley | 0.02% | No change | 300 | $46K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +45.5% | 288 | $44K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 285 | $43K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +26.7% | 285 | $43K |
| Anchor Investment Management, LLC | 0.00% | Add +68.0% | 284 | $43K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +10.2% | 280 | $43K |
| SHP Wealth Management | 0.00% | Reduce -2.2% | 269 | $41K |
| Evermay Wealth Management LLC | 0.00% | New | 260 | $40K |
| First Horizon Corp. | 0.00% | No change | 259 | $39K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 250 | $38K |
| City State Bank | 0.01% | No change | 250 | $38K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 250 | $38K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.7% | 249 | $37K |
| WPG Advisers, LLC | 0.02% | Reduce -39.2% | 245 | $37K |
| CDKV Holdings LLC | 0.03% | No change | 239 | $36K |
| Tsfg, LLC | 0.00% | No change | 236 | $36K |
| First Financial Corp. | 0.01% | No change | 235 | $36K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.4% | 230 | $35K |
| Atlatl Advisers LLC | 0.01% | New | 216 | $33K |
| Mascoma Wealth Management LLC | 0.01% | No change | 214 | $33K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.9% | 212 | $32K |
| IFG Advisory, LLC | 0.00% | New | 207 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +1.0% | 205 | $31K |
| Motco | 0.00% | Add +2.5% | 205 | $31K |
| Community Bank, N.A. | 0.00% | New | 201 | $31K |
| Creative Financial Designs Inc. | 0.00% | Add +14.9% | 201 | $31K |
| McDonald Partners LLC | 0.01% | New | 200 | $30K |
| Eastern Bank | 0.00% | No change | 200 | $30K |
| DT Investment Partners, LLC | 0.00% | No change | 199 | $30K |
| Key Financial Inc | 0.00% | No change | 197 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 195 | $30K |
| First Bancorp, Inc | 0.01% | New | 193 | $29K |
| Buck Wealth Strategies, LLC | 0.00% | New | 183 | $28K |
| Centerpoint Advisors, LLC | 0.01% | No change | 180 | $27K |
| Grove Bank & Trust | 0.00% | No change | 176 | $27K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -45.7% | 171 | $26K |
| Smithfield Trust Co | 0.00% | No change | 175 | $26K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 164 | $25K |
| Clark Wealth Partners | 0.01% | No change | 160 | $25K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 160 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 160 | $24K |
| Wolff Wiese Magana LLC | 0.01% | No change | 157 | $24K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +7.0% | 152 | $23K |
| GW&K Investment Management, LLC | 0.00% | Reduce -5.7% | 148 | $23K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 150 | $23K |
| Colonial Trust Advisors | 0.00% | No change | 145 | $22K |
| United Community Bank | 0.01% | Reduce -3.4% | 144 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 142 | $22K |
| Asset Dedication, LLC | 0.00% | No change | 141 | $21K |
| Rossby Financial, LCC | 0.00% | Reduce -75.0% | 141 | $21K |
| Quarry LP | 0.00% | New | 138 | $21K |
| Walsh & Associates, LLC | 0.02% | No change | 133 | $20K |
| Vanguard National Trust Co | 0.00% | Reduce -67.6% | 130 | $20K |
| Colonial Trust Co / SC | 0.00% | Add +8.4% | 129 | $20K |
| Breakwater Investment Management | 0.01% | No change | 128 | $20K |
| BankPlus Trust Department | 0.00% | No change | 120 | $18K |
| Zions Bancorporation, National Association | 0.00% | Add +28.0% | 119 | $18K |
| Activest Wealth Management | 0.00% | Add +1211.1% | 118 | $18K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 117 | $18K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 114 | $17K |
| Signature Equity Partners, LLC | 0.01% | Add +0.9% | 113 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 109 | $17K |
| Asset Planning,Inc | 0.01% | New | 110 | $17K |
| NFSG Corp | 0.00% | Add +0.9% | 109 | $17K |
| Walleye Capital LLC | 0.00% | Reduce -94.4% | 108 | $16K |
| Covestor Ltd | 0.01% | Reduce -40.5% | 106 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.1% | 105 | $16K |
| IFS Advisors, LLC | 0.01% | No change | 105 | $16K |
| Fortitude Family Office, LLC | 0.00% | Reduce -1.9% | 104 | $16K |
| CGC Financial Services, LLC | 0.00% | No change | 101 | $15K |
| Kilter Group LLC | 0.01% | Add +334.8% | 100 | $15K |
| Hussman Strategic Advisors, Inc. | 0.00% | No change | 100 | $15K |
| Clearstead Trust, LLC | 0.00% | New | 100 | $15K |
| Coastline Trust Co | 0.00% | Reduce -66.7% | 100 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 100 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $15K |
| Trust Co. of Vermont | 0.00% | — | 100 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +15.6% | 89 | $14K |
| Kemnay Advisory Services Inc. | 0.00% | Add +20.6% | 88 | $13K |
| JPL Wealth Management, LLC | 0.00% | Add +19.2% | 87 | $13K |
| Southern Michigan Bank & Trust | 0.00% | No change | 87 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 84 | $13K |
| LifeSteps Financial, Inc. | 0.01% | New | 82 | $12K |
| Joseph Group Capital Management | 0.00% | Add +50.9% | 80 | $12K |
| West Paces Advisors Inc. | 0.00% | New | 80 | $12K |
| Horizon Bancorp Inc. | 0.01% | No change | 77 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 77 | $12K |
| Luminist Capital LLC | 0.01% | New | 75 | $11K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 71 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 70 | $11K |
| Anchor Bay Capital, Inc. | 0.01% | — | 75 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 62 | $9K |
| Albion Financial Group | 0.00% | Reduce -3.3% | 59 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 59 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -15.4% | 55 | $8K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 53 | $8K |
| Avion Wealth | 0.00% | Add +103.5% | 59 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 52 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 50 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $8K |
| Bfsg, LLC | 0.00% | No change | 50 | $8K |
| Summit Securities Group LLC | 0.00% | Reduce -74.0% | 48 | $7K |
| SouthState Bank Corp | 0.00% | Add +26.3% | 48 | $7K |
| Compass Financial Management LLC | 0.00% | — | 50 | $7K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 45 | $7K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -73.3% | 43 | $7K |
| TFC Financial Management, Inc. | 0.00% | No change | 39 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +40.7% | 38 | $6K |
| Cornerstone Financial Management LLC | 0.00% | Add +90.0% | 38 | $6K |
| Elequin Capital, LP | 0.00% | New | 38 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $6K |
| Evolution Wealth Management Inc. | 0.00% | New | 35 | $5K |
| S&T Bank | 0.00% | Add +337.5% | 35 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 35 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 35 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | Add +12.9% | 35 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 34 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +30.8% | 34 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +138.5% | 31 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +7.1% | 30 | $5K |
| Pittenger & Anderson Inc. | 0.00% | No change | 30 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +900.0% | 30 | $5K |
| Hughes Financial Services, LLC | 0.00% | Add +57.9% | 30 | $5K |
| J.Safra Asset Management Corp | 0.00% | No change | 30 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 28 | $4K |
| High Note Wealth, LLC | 0.00% | Add +180.0% | 28 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +35.0% | 27 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.0% | 26 | $4K |
| 1 North Wealth Services LLC | 0.00% | No change | 25 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +20.0% | 24 | $4K |
| Ameriflex Group, Inc. | 0.00% | Add +666.7% | 23 | $4K |
| Ares Financial Consulting, LLC | 0.00% | No change | 21 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 21 | $3K |
| IMG Wealth Management, Inc. | 0.00% | New | 20 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -13.0% | 20 | $3K |
| Morse Asset Management, Inc | 0.00% | No change | 20 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 20 | $3K |
| Manning & Napier Advisors LLC | 0.00% | Add +533.3% | 19 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -76.3% | 19 | $3K |
| Torren Management, LLC | 0.00% | No change | 19 | $3K |
| 1015 Capital Partners, LLC | 0.00% | No change | 18 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +80.0% | 18 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 16 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.4% | 15 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 15 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 14 | $2K |
| Key Capital Management, INC | 0.00% | No change | 14 | $2K |
| Burk Holdings LLC | 0.00% | No change | 14 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 14 | $2K |
| Park Place Capital Corp | 0.00% | No change | 14 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 14 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 15 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 17 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 18 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +300.0% | 12 | $2K |
| Noble Wealth Management PBC | 0.00% | New | 12 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 11 | $2K |
| Mosley Wealth Management | 0.00% | New | 11 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 10 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 10 | $2K |
| WestEnd Advisors, LLC | 0.00% | Add +11.1% | 10 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 10 | $2K |
| Triumph Capital Management | 0.00% | No change | 9 | $1K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Bokf, NA | 0.00% | New | 9 | $1K |
| Tidemark, LLC | 0.00% | No change | 6 | $914 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $762 |
| Marquette Asset Management, LLC | 0.00% | New | 5 | $762 |
| Financial Consulate, Inc. | 0.00% | Add +100.0% | 4 | $615 |
| Davis Capital Management | 0.00% | New | 4 | $609 |
| Seneschal Advisors, LLC | 0.00% | No change | 3 | $458 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $307 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 2 | $305 |
| FWL Investment Management, LLC | 0.00% | New | 2 | $305 |
| Dogwood Wealth Management LLC | 0.00% | No change | 2 | $305 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $302 |
| Redwood Park Advisors LLC | 0.00% | No change | 1 | $153 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $153 |
| Trifecta Capital Advisors, LLC | 0.00% | New | 1 | $153 |
| Nvwm, LLC | 0.00% | New | 1 | $152 |
| Sankala Group LLC | 0.00% | New | 1 | $140 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is DTE's weight in each manager's 13F, not the share of DTE Energy Company the manager owns.