DT MidstreamDTM
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 499 institutions reported holding DT Midstream Inc. (DTM) in their 13F filings, up 23 from Q2 2024. 70 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($820.1M), Vanguard Group Inc. ($801.9M) and Dimensional Fund Advisors LP ($347.8M). 9 famous investors held it, including Leon Cooperman (1.5% of Omega Advisors (Leon Cooperman)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- DT Midstream Inc.
- CUSIP
- 23345M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $154.7M |
| Exits | 43 | $49.5M |
All 13F filers, Q2 2024 → Q3 2024: 7,159,225 shares bought and 6,782,755 shares sold, net +376,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 499 holders
| BlackRock, Inc. | 0.02% | — | 10,425,464 | $820.1M |
| Vanguard Group Inc. | 0.01% | Reduce -0.1% | 10,194,765 | $801.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +0.6% | 4,421,117 | $347.8M |
| State Street Corp. | 0.01% | Add +6.4% | 3,385,579 | $268.8M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -15.4% | 3,137,424 | $246.8M |
| Deutsche Bank AG | 0.09% | Reduce -3.6% | 2,684,040 | $211.1M |
| Energy Income Partners, LLC | 3.94% | Reduce -10.1% | 2,336,181 | $183.8M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 2,066,278 | $162.6M |
| Neuberger Berman Group LLC | 0.10% | Add +2.8% | 1,601,879 | $126.0M |
| Tortoise Capital Advisors, L.L.C. | 1.45% | Add +40.1% | 1,434,607 | $112.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -28.9% | 1,299,848 | $102.2M |
| Franklin Resources Inc. | 0.03% | Reduce -9.1% | 1,136,196 | $98.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.22% | Reduce -34.2% | 1,225,730 | $96.4M |
| Invesco Ltd. | 0.02% | Add +16.7% | 1,193,318 | $93.9M |
| Norges Bank | 0.01% | Reduce -1.6% | 1,190,854 | $93.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +30.1% | 1,156,598 | $91.0M |
| Capital Research Global Investors | 0.02% | Reduce -28.2% | 1,132,475 | $89.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.20% | Add +33.9% | 1,117,321 | $87.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.7% | 1,065,393 | $83.8M |
| Brookfield Corp | 0.46% | Add +171.3% | 1,038,501 | $81.7M |
| First Trust Advisors LP | 0.07% | Reduce -14.7% | 970,926 | $76.4M |
| Standard Investments LLC | 3.89% | New | 965,000 | $75.9M |
| Morgan Stanley | 0.01% | Reduce -0.1% | 958,912 | $75.4M |
| Reaves W H & Co. Inc. | 1.95% | Reduce -7.2% | 907,550 | $71.4M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -28.5% | 859,501 | $67.6M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.80% | Reduce -5.7% | 827,530 | $65.1M |
| FMR LLC | 0.00% | Add +1476.9% | 805,950 | $63.4M |
| Northern Trust Corp. | 0.01% | Reduce -3.6% | 771,358 | $60.7M |
| Kayne Anderson Capital Advisors LP | 1.40% | Reduce -0.3% | 692,429 | $54.5M |
| Westwood Holdings Group Inc. | 0.32% | Add +117.1% | 519,119 | $40.8M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -26.5% | 473,116 | $37.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 2.03% | Reduce -0.3% | 449,835 | $35.4M |
| Omega Advisors (Leon Cooperman) | 1.47% | Reduce -30.7% | 440,000 | $34.6M |
| AQR Capital Management | 0.05% | Add +65.4% | 425,223 | $32.8M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -0.9% | 414,146 | $32.6M |
| Crawford Investment Counsel Inc. | 0.49% | Reduce -29.2% | 367,168 | $28.9M |
| Bank of America Corp. | 0.00% | Add +37.9% | 362,165 | $28.5M |
| Millennium Management | 0.03% | Add +649.7% | 360,553 | $28.4M |
| Recurrent Investment Advisors LLC | 2.56% | Add +9.8% | 327,859 | $25.8M |
| Eagle Global Advisors LLC | 1.28% | Add +24.1% | 327,410 | $25.8M |
| Chickasaw Capital Management LLC | 1.02% | Add +24.5% | 302,600 | $23.8M |
| Legal & General Group Plc | 0.01% | Reduce -3.7% | 290,586 | $22.9M |
| Rhumbline Advisers | 0.02% | Add +1.2% | 287,081 | $22.6M |
| Barclays PLC | 0.01% | Add +3.7% | 283,363 | $22.3M |
| Duff & Phelps Investment Management Co. | 0.24% | Add +48.8% | 271,067 | $21.3M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.7% | 254,468 | $20.0M |
| Verition Fund Management LLC | 0.15% | Reduce -13.5% | 251,526 | $19.8M |
| Focus Partners Wealth | 0.06% | New | 246,067 | $19.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -29.7% | 244,443 | $19.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.4% | 241,200 | $19.0M |
| Covalis Capital LLP | 2.76% | New | 234,820 | $18.5M |
| Citadel Advisors | 0.02% | Reduce -50.7% | 224,050 | $17.6M |
| Jennison Associates LLC | 0.01% | Add +0.1% | 219,065 | $17.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +73.3% | 211,198 | $16.6M |
| Balyasny Asset Management L.P. | 0.04% | Add +58.4% | 210,865 | $16.6M |
| Alps Advisors Inc. | 0.11% | Reduce -3.9% | 199,718 | $15.7M |
| Miller Howard Investments Inc. | 0.47% | Add +7.0% | 193,054 | $15.2M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 189,600 | $14.9M |
| Bridgewater Associates | 0.08% | Add +57.6% | 185,306 | $14.6M |
| California Public Employees Retirement System | 0.01% | Reduce -3.2% | 179,493 | $14.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.0% | 175,037 | $13.8M |
| Hennessy Advisors Inc. | 0.42% | Reduce -3.4% | 165,900 | $13.0M |
| Clearbridge Investments, LLC | 0.01% | No change | 159,700 | $12.6M |
| Gotham Asset Management | 0.12% | Add +68.3% | 151,260 | $11.9M |
| Wellington Management Group LLP | 0.00% | Add +225.4% | 145,556 | $11.4M |
| Two Sigma Investments, LP | 0.03% | Add +457.2% | 139,079 | $10.9M |
| Ancora Advisors LLC | 0.23% | Reduce -28.7% | 130,933 | $10.3M |
| Catalyst Capital Advisors LLC | 0.23% | No change | 130,782 | $10.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.7% | 129,921 | $10.2M |
| LSV Asset Management | 0.02% | Reduce -14.8% | 129,202 | $10.2M |
| UBS Group AG | 0.00% | Add +15.9% | 127,876 | $10.1M |
| Exchange Traded Concepts, LLC | 0.23% | Reduce -0.3% | 125,563 | $9.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.1% | 122,442 | $9.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -20.8% | 120,667 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 116,858 | $9.2M |
| Corebridge Financial, Inc. | 0.05% | Reduce -6.5% | 114,839 | $9.0M |
| Voya Investment Management LLC | 0.01% | Add +583.1% | 113,858 | $9.0M |
| Victory Capital Management Inc. | 0.01% | Add +151.8% | 113,374 | $8.9M |
| Point72 Asset Management | 0.03% | New | 105,777 | $8.3M |
| Allianz Asset Management GmbH | 0.01% | Add +12.3% | 104,949 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 103,583 | $8.1M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -34.7% | 96,492 | $7.6M |
| Pacer Advisors, Inc. | 0.02% | Add +34.6% | 95,937 | $7.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.9% | 91,912 | $7.2M |
| Maryland State Retirement & Pension System | 0.14% | Reduce -2.4% | 87,547 | $6.9M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -4.4% | 84,887 | $6.7M |
| Two Sigma Advisers, LP | 0.02% | Add +213.9% | 83,800 | $6.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -0.8% | 83,096 | $6.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.5% | 81,029 | $6.4M |
| Glenmede Trust Co. NA | 0.03% | Reduce -1.2% | 77,472 | $6.1M |
| Squarepoint Ops LLC | 0.02% | Add +54.1% | 77,358 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 76,447 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +30.2% | 72,066 | $5.7M |
| SG Americas Securities, LLC | 0.02% | Add +1892.3% | 70,807 | $5.6M |
| Teacher Retirement System of Texas | 0.03% | Add +177.4% | 68,735 | $5.4M |
| Sei Investments Co. | 0.01% | Reduce -54.7% | 66,117 | $5.2M |
| LPL Financial LLC | 0.00% | Add +42.3% | 65,869 | $5.2M |
| Stifel Financial Corp. | 0.01% | Add +41.5% | 65,780 | $5.2M |
| Cohen & Steers, Inc. | 0.01% | Reduce -75.7% | 61,945 | $4.9M |
| Dorsey Wright & Associates | 1.12% | New | 60,188 | $4.7M |
| Richard Bernstein Advisors LLC | 0.10% | No change | 57,794 | $4.5M |
| Blackstone Inc. | 0.02% | Reduce -7.5% | 56,580 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -62.7% | 56,150 | $4.4M |
| Lanark Financial, Inc. | 0.37% | Reduce -0.4% | 55,464 | $4.4M |
| Bank of Montreal | 0.00% | Reduce -4.4% | 55,059 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 53,503 | $4.2M |
| Amundi | 0.00% | Reduce -50.5% | 49,498 | $4.1M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -5.6% | 52,485 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.9% | 50,191 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 48,915 | $3.8M |
| Panagora Asset Management Inc. | 0.02% | No change | 48,616 | $3.8M |
| American Century Companies Inc. | 0.00% | Add +4.6% | 47,171 | $3.7M |
| Comerica Bank | 0.01% | Reduce -8.8% | 47,144 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -23.9% | 46,303 | $3.6M |
| Mariner, LLC | 0.01% | Add +19.9% | 44,078 | $3.5M |
| Janus Henderson Group PLC | 0.00% | No change | 43,906 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -79.9% | 43,762 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +12.1% | 42,629 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 42,433 | $3.3M |
| State of Alaska, Department of Revenue | 0.04% | Add +1.9% | 42,060 | $3.3M |
| Creative Planning | 0.00% | Add +8.1% | 41,800 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.3% | 41,734 | $3.3M |
| Informed Momentum Co LLC | 0.48% | Reduce -29.6% | 40,680 | $3.2M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -1.8% | 40,124 | $3.2M |
| STRS Ohio | 0.01% | Add +6.5% | 39,436 | $3.1M |
| Ethic Inc. | 0.08% | Reduce -30.8% | 50,442 | $3.1M |
| Van Eck Associates Corp. | 0.00% | Add +18.6% | 33,239 | $2.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +44.5% | 36,742 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 35,612 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -12.1% | 35,641 | $2.8M |
| Vaughan David Investments LLC | 0.06% | Reduce -0.5% | 35,320 | $2.8M |
| Fractal Investments LLC | 0.46% | Add +4.5% | 34,900 | $2.7M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -45.5% | 32,957 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -14.3% | 32,100 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.0% | 31,567 | $2.5M |
| Brandywine Global Investment Management, LLC | 0.02% | Add +17.6% | 28,110 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -2.7% | 30,760 | $2.4M |
| Raymond James & Associates | 0.00% | Add +68.4% | 30,554 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 30,109 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +47.2% | 30,064 | $2.4M |
| Premier Fund Managers Ltd | 0.08% | No change | 30,000 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +3.0% | 27,962 | $2.2M |
| Pinebridge Investments, L.P. | 0.02% | New | 27,803 | $2.2M |
| ExodusPoint Capital Management, LP | 0.02% | New | 27,773 | $2.2M |
| State of Wisconsin Investment Board | 0.01% | Add +233.7% | 27,719 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.0% | 27,225 | $2.1M |
| Gsa Capital Partners LLP | 0.16% | Add +31.9% | 27,209 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.2% | 26,900 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -9.8% | 26,416 | $2.1M |
| Shilanski & Associates, Inc. | 0.67% | New | 26,009 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -25.8% | 26,400 | $2.1M |
| Infrastructure Capital Advisors, LLC | 0.32% | New | 25,000 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +10.6% | 24,568 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.4% | 24,531 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Reduce -82.7% | 23,764 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -6.0% | 23,444 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +1.4% | 23,192 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -1.3% | 23,055 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.8% | 22,815 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 22,613 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -49.0% | 22,413 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -49.0% | 22,413 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | Reduce -78.5% | 22,303 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.2% | 21,632 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.6% | 21,545 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.5% | 21,407 | $1.7M |
| Tudor Investment Corporation | 0.02% | Reduce -75.7% | 21,169 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -0.8% | 20,849 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +3.3% | 20,679 | $1.6M |
| Bridgewater Advisors Inc. | 0.17% | New | 18,064 | $1.6M |
| Brasada Capital Management, LP | 0.28% | Reduce -10.7% | 19,712 | $1.6M |
| Commerce Bank | 0.01% | Add +10.8% | 19,911 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -67.0% | 19,800 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.8% | 19,775 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 19,748 | $1.6M |
| Mork Capital Management, LLC | 1.02% | No change | 18,160 | $1.4M |
| Blue Chip Partners, LLC | 0.12% | Reduce -1.9% | 17,777 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -1.9% | 17,756 | $1.4M |
| City Holding Co. | 0.19% | Add +30.6% | 17,577 | $1.4M |
| FORA Capital, LLC | 0.16% | Add +31.9% | 17,297 | $1.4M |
| Wedge Capital Management L L P | 0.02% | Reduce -33.6% | 16,455 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -16.8% | 16,422 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -9.3% | 16,137 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +63.4% | 16,042 | $1.3M |
| Sasco Capital Inc. / CT/ | 0.19% | Reduce -0.5% | 15,830 | $1.2M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 15,571 | $1.2M |
| Bright Rock Capital Management, LLC | 0.24% | No change | 15,000 | $1.2M |
| Morningstar Investment Management LLC | 0.11% | New | 13,423 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.16% | Reduce -0.5% | 14,521 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +29.2% | 13,996 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 13,919 | $1.1M |
| Lindbrook Capital, LLC | 0.09% | Add +49.9% | 13,556 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.8% | 13,517 | $1.1M |
| Seven Eight Capital, LP | 0.10% | New | 13,470 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -5.4% | 13,459 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +3.0% | 13,271 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.4% | 12,968 | $1.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +3.6% | 12,528 | $985K |
| Agf Management Ltd. | 0.01% | Reduce -5.1% | 12,422 | $977K |
| ProShare Advisors LLC | 0.00% | Add +0.6% | 12,221 | $961K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.2% | 12,021 | $946K |
| Invst, LLC | 0.11% | Reduce -1.9% | 11,752 | $924K |
| Advisory Services Network, LLC | 0.02% | No change | 12,674 | $900K |
| Brevan Howard Capital Management LP | 0.04% | Add +94.1% | 11,426 | $899K |
| Jane Street Group, LLC | 0.00% | Reduce -85.9% | 11,393 | $896K |
| Gilliland Jeter Wealth Management LLC | 0.28% | No change | 11,212 | $882K |
| New York Life Investment Management LLC | 0.01% | New | 11,194 | $881K |
| XTX Topco Ltd | 0.06% | New | 11,152 | $877K |
| Axq Capital, LP | 0.26% | New | 10,828 | $852K |
| Frank, Rimerman Advisors LLC | 0.06% | Reduce -0.1% | 10,749 | $846K |
| Executive Wealth Management, LLC | 0.07% | Add +14.7% | 10,563 | $831K |
| Xponance LLC | 0.01% | Add +0.4% | 10,467 | $823K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +53.5% | 10,426 | $820K |
| Prudential Financial Inc. | 0.00% | Reduce -35.6% | 10,140 | $798K |
| Asset Management One Co., Ltd. | 0.00% | Add +5.1% | 9,719 | $764K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 9,543 | $751K |
| Trexquant Investment LP | 0.01% | Reduce -37.4% | 9,427 | $742K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.7% | 9,320 | $733K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +18.9% | 9,138 | $719K |
| Sit Investment Associates Inc. | 0.02% | No change | 9,125 | $718K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.3% | 9,107 | $716K |
| Guggenheim Capital LLC | 0.01% | Add +67.3% | 9,067 | $713K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -3.4% | 8,721 | $686K |
| Gabelli Funds LLC | 0.00% | No change | 8,500 | $669K |
| Atria Investments, Inc | 0.01% | New | 8,466 | $666K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -10.2% | 8,151 | $641K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +22.7% | 8,082 | $636K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,916 | $623K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -1.1% | 6,927 | $616K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.5% | 7,551 | $594K |
| Hancock Whitney Corp. | 0.02% | New | 7,434 | $585K |
| Townsquare Capital LLC | 0.01% | Add +43.2% | 7,228 | $569K |
| Brown Brothers Harriman & Co. | 0.00% | New | 7,165 | $564K |
| MML Investors Services, LLC | 0.00% | New | 7,090 | $558K |
| VestGen Investment Management | 0.15% | New | 6,828 | $537K |
| AE Wealth Management LLC | 0.00% | Reduce -1.1% | 6,801 | $535K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.4% | 6,764 | $532K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +2486.8% | 6,674 | $530K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.6% | 4,695 | $510K |
| International Assets Investment Management, LLC | 0.04% | New | 6,330 | $498K |
| Krane Funds Advisors LLC | 0.02% | Reduce -12.6% | 6,221 | $489K |
| Janney Montgomery Scott LLC | 0.00% | Add +25.6% | 6,212 | $489K |
| SS&H Financial Advisors, Inc. | 0.18% | No change | 6,200 | $488K |
| Kapitalo Investimentos Ltda | 0.12% | Add +95.6% | 6,145 | $483K |
| Blair William & Co. | 0.00% | Add +0.4% | 6,095 | $479K |
| Modern Wealth Management, LLC | 0.03% | Reduce -0.6% | 5,943 | $467K |
| Cresset Asset Management, LLC | 0.00% | Add +1.0% | 5,862 | $465K |
| TFG Advisers LLC | 0.16% | Add +3.1% | 5,774 | $454K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -12.9% | 5,703 | $449K |
| Captrust Financial Advisors | 0.00% | Add +5.7% | 5,698 | $448K |
| M&T Bank Corp | 0.00% | Reduce -3.1% | 5,678 | $446K |
| Parallel Advisors, LLC | 0.01% | Add +22.6% | 5,650 | $444K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +67.0% | 5,495 | $432K |
| Palo Duro Investment Partners, LP | 0.13% | New | 5,456 | $429K |
| Savant Capital, LLC | 0.00% | Add +46.8% | 5,452 | $429K |
| AXA S.A. | 0.00% | New | 5,425 | $427K |
| Metis Global Partners, LLC | 0.01% | Add +33.5% | 5,395 | $424K |
| Sculati Wealth Management, LLC | 0.17% | No change | 5,254 | $413K |
| PFG Investments, LLC | 0.03% | Add +0.5% | 5,246 | $413K |
| Utah Retirement Systems | 0.00% | No change | 5,200 | $409K |
| Meeder Advisory Services, Inc. | 0.03% | Add +4.9% | 5,187 | $408K |
| Tidal Investments LLC | 0.00% | Reduce -67.7% | 5,156 | $406K |
| US Bancorp \de | 0.00% | Add +2.2% | 5,034 | $396K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +10.8% | 4,938 | $388K |
| CWA Asset Management Group, LLC | 0.02% | — | 4,728 | $372K |
| Morton Community Bank | 0.10% | Reduce -0.2% | 4,700 | $370K |
| Private Advisor Group, LLC | 0.00% | Add +27.1% | 4,695 | $369K |
| FSA Advisors, Inc. | 0.36% | Add +7.7% | 4,609 | $360K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,430 | $350K |
| New Century Financial Group, LLC | 0.13% | New | 4,338 | $341K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.1% | 4,325 | $340K |
| Independent Advisor Alliance | 0.01% | Reduce -16.4% | 4,191 | $330K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 4,161 | $327K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 4,127 | $325K |
| Caprock Group, LLC | 0.01% | Add +3.6% | 4,058 | $322K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -74.3% | 4,358 | $308K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.5% | 3,844 | $302K |
| Shelton Capital Management | 0.01% | Reduce -3.5% | 3,811 | $300K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,468 | $299K |
| Sigma Investment Counselors Inc. | 0.02% | Add +13.7% | 3,792 | $298K |
| Sterling Capital Management LLC | 0.00% | — | 3,703 | $291K |
| Bleakley Financial Group, LLC | 0.01% | Add +11.6% | 3,699 | $291K |
| NewEdge Wealth, LLC | 0.01% | New | 3,654 | $287K |
| Quadrant Capital Group LLC | 0.02% | Add +1.7% | 3,633 | $286K |
| Walleye Capital LLC | 0.00% | New | 3,624 | $285K |
| Quantinno Capital Management LP | 0.00% | New | 3,608 | $284K |
| Vident Advisory, LLC | 0.01% | New | 3,605 | $284K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.1% | 3,605 | $284K |
| Wedmont Private Capital | 0.02% | New | 3,355 | $281K |
| Castleark Management LLC | 0.01% | No change | 3,570 | $281K |
| First Citizens Bank & Trust Co. | 0.01% | Add +6.9% | 3,532 | $278K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -0.0% | 3,482 | $274K |
| First Trust Direct Indexing L.P. | 0.01% | Reduce -3.4% | 3,345 | $263K |
| Cwm, LLC | 0.00% | Add +14.3% | 3,345 | $263K |
| Dark Forest Capital Management LP | 0.03% | Add +5.6% | 3,245 | $255K |
| Weiss Asset Management LP | 0.01% | Reduce -98.9% | 3,237 | $255K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 3,226 | $254K |
| Evergreen Capital Management LLC | 0.01% | Add +2.5% | 3,157 | $251K |
| Covestor Ltd | 0.16% | Add +65.0% | 3,160 | $248K |
| QRG Capital Management, Inc. | 0.00% | Add +0.0% | 3,099 | $244K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 3,048 | $240K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.7% | 3,039 | $239K |
| Coldstream Capital Management Inc. | 0.01% | New | 2,935 | $239K |
| Legacy Capital Group California, Inc. | 0.08% | New | 2,983 | $235K |
| Malaga Cove Capital, LLC | 0.09% | No change | 2,959 | $233K |
| CIBC Asset Management Inc | 0.00% | Add +3.2% | 2,940 | $231K |
| Burns Matteson Capital Management, LLC | 0.13% | New | 2,935 | $231K |
| Capital Investment Advisors, LLC | 0.00% | No change | 2,890 | $227K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.1% | 2,867 | $226K |
| Choreo, LLC | 0.00% | New | 2,760 | $219K |
| Lakeshore Financial Planning, Inc. | 0.10% | New | 2,752 | $217K |
| Parcion Private Wealth LLC | 0.02% | New | 2,746 | $216K |
| Pinnacle Wealth Management Group, Inc. | 0.14% | New | 2,741 | $216K |
| Schechter Investment Advisors, LLC | 0.02% | New | 2,727 | $215K |
| Fifth Third Bancorp | 0.00% | No change | 2,725 | $214K |
| KBC Group NV | 0.00% | No change | 2,692 | $212K |
| Manchester Capital Management LLC | 0.02% | New | 2,690 | $212K |
| Profund Advisors LLC | 0.01% | New | 2,674 | $210K |
| Glenview Trust Co | 0.00% | New | 2,645 | $208K |
| GAMMA Investing LLC | 0.02% | Add +35.5% | 2,597 | $204K |
| State of Wyoming | 0.03% | Add +86.6% | 2,595 | $204K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,587 | $203K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.2% | 2,576 | $203K |
| Princeton Global Asset Management LLC | 0.04% | Add +8.6% | 2,525 | $199K |
| Aster Capital Management (DIFC) Ltd | 0.04% | — | 2,249 | $177K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 2,215 | $174K |
| Harbour Investments, Inc. | 0.00% | Add +65.7% | 2,089 | $164K |
| CI Investments Inc. | 0.00% | Add +8.6% | 2,069 | $163K |
| Stephens Consulting, LLC | 0.04% | No change | 2,059 | $162K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Add +0.9% | 1,954 | $154K |
| Huntington National Bank | 0.00% | Reduce -1.4% | 1,900 | $149K |
| Millburn Ridgefield LLC | 0.00% | New | 1,882 | $148K |
| SJS Investment Consulting Inc. | 0.03% | No change | 1,849 | $145K |
| Center for Financial Planning, Inc. | 0.02% | Add +8.8% | 1,787 | $141K |
| Blue Trust, Inc. | 0.00% | Add +83.0% | 1,889 | $134K |
| Richard W. Paul & Associates, LLC | 0.05% | No change | 1,677 | $132K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 1,627 | $128K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.6% | 1,588 | $125K |
| GeoWealth Management, LLC | 0.00% | New | 1,556 | $122K |
| NBT Bank, N.A. | 0.01% | New | 1,502 | $118K |
| CENTRAL TRUST Co | 0.00% | No change | 1,417 | $111K |
| First Horizon Advisors, Inc. | 0.00% | Add +55.5% | 1,224 | $96K |
| Lazard Asset Management LLC | 0.00% | No change | 1,202 | $94K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,188 | $93K |
| C M Bidwell & Associates Ltd. | 0.06% | Reduce -16.1% | 1,171 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 1,165 | $92K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 1,045 | $81K |
| MCF Advisors LLC | 0.01% | No change | 1,005 | $80K |
| IFP Advisors, Inc | 0.00% | Reduce -8.4% | 912 | $72K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 900 | $71K |
| Flputnam Investment Management Co. | 0.00% | Add +89.9% | 600 | $70K |
| Nemes Rush Group LLC | 0.01% | No change | 1,085 | $66K |
| Burkett Financial Services, LLC | 0.03% | Add +1.0% | 785 | $62K |
| Delta Asset Management LLC | 0.01% | No change | 781 | $61K |
| Webster Bank, N. A. | 0.01% | No change | 725 | $57K |
| Quent Capital, LLC | 0.01% | No change | 723 | $57K |
| Ashton Thomas Securities, LLC | 0.01% | New | 706 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $53K |
| Rothschild Investment LLC | 0.00% | No change | 678 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +496.4% | 668 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +45.5% | 640 | $50K |
| Clearstead Advisors, LLC | 0.00% | No change | 632 | $50K |
| Financial Perspectives, Inc | 0.02% | Add +0.5% | 626 | $49K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 606 | $48K |
| Whittier Trust Co. | 0.00% | No change | 600 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +19.1% | 591 | $46K |
| Larson Financial Group LLC | 0.00% | Reduce -0.9% | 564 | $44K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 560 | $44K |
| Alpine Bank Wealth Management | 0.01% | — | 551 | $43K |
| Brooklyn Investment Group | 0.01% | New | 503 | $40K |
| Allworth Financial LP | 0.00% | Add +1.4% | 502 | $39K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $39K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $39K |
| Gen-Wealth Partners Inc | 0.02% | Add +256.4% | 417 | $38K |
| American National Bank & Trust | 0.00% | No change | 468 | $37K |
| Pacific Center for Financial Services | 0.01% | No change | 459 | $36K |
| Wintrust Investments LLC | 0.03% | Reduce -89.2% | 466 | $36K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -53.7% | 431 | $34K |
| Private Trust Co. NA | 0.00% | Reduce -1.0% | 413 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Add +14.0% | 416 | $32K |
| Concord Wealth Partners | 0.01% | No change | 410 | $32K |
| Spire Wealth Management | 0.00% | No change | 404 | $32K |
| LRI Investments, LLC | 0.00% | No change | 311 | $31K |
| Tortoise Investment Management, LLC | 0.00% | No change | 385 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 368 | $29K |
| Essex Investment Management Co. LLC | 0.01% | No change | 367 | $29K |
| V-Square Quantitative Management LLC | 0.00% | New | 363 | $29K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 336 | $26K |
| Principal Securities, Inc. | 0.00% | Reduce -32.7% | 331 | $26K |
| Atticus Wealth Management, LLC | 0.01% | No change | 317 | $25K |
| UMB Bank, n.a. | 0.00% | Add +324.3% | 314 | $25K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.7% | 311 | $24K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.3% | 285 | $22K |
| Altshuler Shaham Ltd | 0.00% | Reduce -9.1% | 280 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 273 | $21K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.1% | 264 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +314.5% | 257 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -47.5% | 256 | $20K |
| Crewe Advisors LLC | 0.00% | No change | 254 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 253 | $20K |
| Venturi Wealth Management, LLC | 0.00% | No change | 253 | $20K |
| Continuum Advisory, LLC | 0.00% | No change | 199 | $20K |
| Tidemark, LLC | 0.01% | No change | 250 | $20K |
| Godsey & Gibb, Inc. | 0.00% | No change | 250 | $20K |
| Logan Capital Management Inc. | 0.00% | No change | 250 | $20K |
| Bell Investment Advisors, Inc | 0.00% | No change | 243 | $19K |
| Mather Group, Llc. | 0.00% | Reduce -69.0% | 236 | $19K |
| WFA Asset Management Corp | 0.01% | Add +0.9% | 232 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -51.1% | 220 | $17K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 217 | $17K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 215 | $17K |
| Versant Capital Management, Inc | 0.00% | Reduce -0.9% | 212 | $17K |
| Dakota Community Bank & Trust NA | 0.08% | No change | 200 | $16K |
| WASHINGTON TRUST Co | 0.00% | No change | 200 | $16K |
| Bessemer Group Inc. | 0.00% | Add +22.6% | 190 | $15K |
| Sittner & Nelson, LLC | 0.01% | No change | 181 | $14K |
| Ridgewood Investments LLC | 0.01% | Reduce -0.6% | 176 | $14K |
| Centennial Bank | 0.01% | No change | 175 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 174 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 174 | $14K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 161 | $13K |
| Raffa Wealth Management, LLC | 0.00% | No change | 157 | $12K |
| TruNorth Capital Management, LLC | 0.00% | No change | 150 | $12K |
| Old Second National Bank of Aurora | 0.00% | No change | 150 | $12K |
| Coastline Trust Co | 0.00% | New | 150 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 150 | $12K |
| Heritage Wealth Advisors | 0.00% | No change | 150 | $12K |
| HM Payson & Co. | 0.00% | No change | 150 | $12K |
| Richardson Financial Services Inc. | 0.01% | No change | 162 | $12K |
| Earned Wealth Advisors, LLC | 0.00% | New | 141 | $11K |
| Acadian Asset Management LLC | 0.00% | New | 150 | $11K |
| Caldwell Trust Co | 0.00% | No change | 125 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 120 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 119 | $9K |
| First Financial Corp. | 0.00% | No change | 117 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 115 | $9K |
| Tsfg, LLC | 0.00% | No change | 117 | $9K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $8K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 100 | $8K |
| Hilltop National Bank | 0.00% | No change | 97 | $8K |
| PSI Advisors, LLC | 0.00% | No change | 93 | $7K |
| Centerpoint Advisors, LLC | 0.00% | No change | 90 | $7K |
| Hemington Wealth Management | 0.00% | New | 88 | $7K |
| Smithfield Trust Co | 0.00% | No change | 87 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 87 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 82 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 82 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 81 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 78 | $6K |
| Sandy Spring Bank | 0.00% | No change | 75 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 65 | $5K |
| Breakwater Investment Management | 0.00% | No change | 64 | $5K |
| Horizon Bancorp Inc. | 0.00% | New | 66 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.5% | 59 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 58 | $5K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 50 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 49 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Hexagon Capital Partners LLC | 0.00% | New | 45 | $4K |
| Clean Yield Group | 0.00% | New | 42 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $3K |
| Trust Co. of Vermont | 0.00% | Add +3.0% | 34 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 30 | $2K |
| DT Investment Partners, LLC | 0.00% | New | 30 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 27 | $2K |
| Avion Wealth | 0.00% | No change | 32 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $2K |
| Sachetta, LLC | 0.00% | No change | 23 | $2K |
| Albion Financial Group | 0.00% | No change | 23 | $2K |
| Core Alternative Capital | 0.00% | No change | 22 | $2K |
| Zions Bancorporation, N.A. | 0.00% | No change | 22 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 20 | $2K |
| Grove Bank & Trust | 0.00% | New | 17 | $1K |
| Fourpath Capital Management, LLC | 0.00% | New | 17 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +30.0% | 13 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $944 |
| AlphaQuest LLC | 0.00% | New | 12 | $944 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $787 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 9 | $715 |
| Assetmark, Inc. | 0.00% | Reduce -76.9% | 6 | $472 |
| TFC Financial Management, Inc. | 0.00% | Add +25.0% | 5 | $394 |
| Truvestments Capital LLC | 0.00% | New | 5 | $393 |
| Creekmur Asset Management LLC | 0.00% | No change | 5 | $393 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $318 |
| Global Financial Private Client, LLC | 0.00% | No change | 2 | $157 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 2 | $157 |
| Avior Wealth Management, LLC | 0.00% | No change | 2 | $157 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $79 |
"% of holder's portfolio" is DTM's weight in each manager's 13F, not the share of DT Midstream Inc. the manager owns.