DT MidstreamDTM
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 582 institutions reported holding DT Midstream Inc. (DTM) in their 13F filings, up 83 from Q3 2024. 91 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($1.0B) and Dimensional Fund Advisors LP ($370.4M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- DT Midstream Inc.
- CUSIP
- 23345M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $341.3M |
| Exits | 32 | $77.7M |
All 13F filers, Q3 2024 → Q4 2024: 13,390,868 shares bought and 6,484,704 shares sold, net +6,906,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 582 holders
| Vanguard Group Inc. | 0.02% | Add +3.5% | 10,553,782 | $1.0B |
| BlackRock, Inc. | 0.02% | Add +0.3% | 10,454,829 | $1.0B |
| Dimensional Fund Advisors LP | 0.09% | Reduce -15.7% | 3,725,221 | $370.4M |
| State Street Corp. | 0.01% | Add +0.9% | 3,417,882 | $342.2M |
| Goldman Sachs Group Inc. | 0.06% | Add +4.0% | 3,261,464 | $324.3M |
| Deutsche Bank AG | 0.11% | Add +5.5% | 2,831,830 | $281.6M |
| Geode Capital Management, LLC | 0.02% | Add +18.7% | 2,452,948 | $243.9M |
| Pacer Advisors, Inc. | 0.48% | Add +2133.6% | 2,142,880 | $213.1M |
| Blackstone Inc. | 0.77% | Add +2783.2% | 1,631,285 | $162.2M |
| Neuberger Berman Group LLC | 0.12% | Reduce -1.8% | 1,572,518 | $156.4M |
| Invesco Ltd. | 0.03% | Add +24.7% | 1,487,901 | $147.9M |
| Citadel Advisors | 0.13% | Add +504.0% | 1,353,329 | $134.6M |
| Tortoise Capital Advisors, L.L.C. | 1.65% | Reduce -9.4% | 1,299,963 | $129.3M |
| Norges Bank | 0.02% | Add +0.9% | 1,202,052 | $119.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.2% | 1,143,106 | $113.7M |
| Capital Research Global Investors | 0.02% | Reduce -0.0% | 1,132,307 | $112.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.23% | Reduce -1.0% | 1,105,662 | $109.9M |
| Westwood Holdings Group Inc. | 0.84% | Add +108.8% | 1,084,018 | $107.8M |
| Northern Trust Corp. | 0.01% | Add +37.7% | 1,062,397 | $105.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.3% | 1,051,508 | $104.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.2% | 1,050,656 | $104.5M |
| Franklin Resources Inc. | 0.03% | Reduce -10.8% | 1,014,000 | $100.8M |
| Reaves W H & Co. Inc. | 2.57% | Add +8.2% | 981,879 | $97.6M |
| Brookfield Corp | 0.58% | Reduce -6.8% | 968,346 | $96.3M |
| Standard Investments LLC | 5.35% | No change | 965,000 | $95.9M |
| Morgan Stanley | 0.01% | Reduce -1.4% | 945,217 | $94.0M |
| FMR LLC | 0.00% | Reduce -1.8% | 791,510 | $78.7M |
| First Trust Advisors LP | 0.07% | Reduce -18.8% | 788,757 | $78.4M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -8.5% | 786,387 | $78.2M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 5.18% | Reduce -5.2% | 784,562 | $78.0M |
| Energy Income Partners, LLC | 1.56% | Reduce -67.3% | 764,627 | $76.0M |
| Zimmer Partners, LP | 1.29% | New | 750,000 | $74.6M |
| Kayne Anderson Capital Advisors LP | 1.61% | Reduce -2.0% | 678,536 | $67.5M |
| Aventail Capital Group, LP | 3.52% | New | 676,017 | $67.2M |
| Verition Fund Management LLC | 0.34% | Add +160.8% | 656,031 | $65.2M |
| Eventide Asset Management, LLC | 1.09% | New | 600,998 | $59.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.13% | Reduce -55.8% | 541,986 | $53.9M |
| AQR Capital Management | 0.06% | Add +18.4% | 503,390 | $50.1M |
| Bank of Montreal | 0.02% | Add +733.3% | 458,789 | $45.6M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -5.8% | 445,716 | $44.3M |
| Eagle Global Advisors LLC | 1.77% | Add +33.0% | 435,365 | $43.3M |
| CIBC Private Wealth Group LLC | 0.08% | Reduce -2.8% | 402,703 | $42.6M |
| California Public Employees Retirement System | 0.03% | Add +129.3% | 411,609 | $40.9M |
| Point72 Asset Management | 0.11% | Add +287.9% | 410,332 | $40.8M |
| Duff & Phelps Investment Management Co. | 0.46% | Add +43.4% | 388,578 | $38.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.98% | Reduce -23.2% | 345,473 | $34.4M |
| Recurrent Investment Advisors LLC | 3.10% | Add +3.6% | 339,529 | $33.8M |
| Chickasaw Capital Management LLC | 1.28% | Add +4.8% | 317,231 | $31.5M |
| Bridgewater Associates | 0.13% | Add +58.8% | 294,266 | $29.3M |
| Rhumbline Advisers | 0.03% | Reduce -0.9% | 284,528 | $28.3M |
| Barclays PLC | 0.01% | Add +0.0% | 283,429 | $28.2M |
| Legal & General Group Plc | 0.01% | Reduce -5.2% | 275,572 | $27.4M |
| Bank of America Corp. | 0.00% | Reduce -26.4% | 266,732 | $26.5M |
| UBS Group AG | 0.01% | Add +94.1% | 248,212 | $24.7M |
| Retirement Systems of Alabama | 0.09% | Reduce -3.5% | 245,433 | $24.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.3% | 244,347 | $24.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.1% | 244,097 | $24.3M |
| Focus Partners Wealth | 0.06% | Reduce -0.9% | 243,807 | $24.2M |
| Jennison Associates LLC | 0.01% | Add +6.0% | 232,217 | $23.1M |
| Miller Howard Investments Inc. | 0.74% | Add +17.7% | 227,187 | $22.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +27.6% | 223,301 | $22.2M |
| Bahl & Gaynor LLC | 0.11% | New | 215,978 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.2% | 215,826 | $21.5M |
| Pictet Asset Management Holding SA | 0.02% | Add +1576.1% | 209,977 | $20.9M |
| Yaupon Capital Management LP | 1.27% | New | 202,376 | $20.1M |
| Swiss National Bank | 0.01% | Add +0.7% | 191,000 | $19.0M |
| Millennium Management | 0.02% | Reduce -48.1% | 187,084 | $18.6M |
| Alps Advisors Inc. | 0.12% | Reduce -8.3% | 183,245 | $18.2M |
| Hennessy Advisors Inc. | 0.52% | Add +6.3% | 176,300 | $17.5M |
| Two Sigma Advisers, LP | 0.04% | Add +101.2% | 168,600 | $16.8M |
| Alliancebernstein L.P. | 0.01% | Add +26.9% | 164,879 | $16.4M |
| Clearbridge Investments, LLC | 0.01% | No change | 159,700 | $15.9M |
| Gotham Asset Management | 0.15% | Add +1.9% | 154,066 | $15.3M |
| Crawford Investment Counsel Inc. | 0.26% | Reduce -61.0% | 143,132 | $14.2M |
| Voya Investment Management LLC | 0.02% | Add +16.9% | 133,155 | $13.2M |
| Catalyst Capital Advisors LLC | 0.28% | No change | 130,782 | $13.0M |
| Burkehill Global Management, LP | 1.18% | — | 125,000 | $12.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 122,342 | $12.2M |
| Exchange Traded Concepts, LLC | 0.24% | Reduce -6.3% | 117,618 | $11.7M |
| Victory Capital Management Inc. | 0.01% | Add +0.9% | 114,347 | $11.4M |
| Baird Financial Group, Inc. | 0.02% | Reduce -6.4% | 112,998 | $11.2M |
| Covalis Capital LLP | 1.63% | Reduce -52.3% | 112,034 | $11.1M |
| Allianz Asset Management GmbH | 0.02% | Add +6.8% | 112,033 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 111,280 | $11.1M |
| Waratah Capital Advisors Ltd. | 0.61% | New | 110,000 | $10.9M |
| Corebridge Financial, Inc. | 0.06% | Reduce -4.3% | 109,934 | $10.9M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +5.3% | 109,113 | $10.8M |
| Sourcerock Group LLC | 0.71% | New | 100,000 | $9.9M |
| Fractal Investments LLC | 1.51% | Add +184.5% | 99,299 | $9.9M |
| Two Sigma Investments, LP | 0.02% | Reduce -31.8% | 94,804 | $9.4M |
| Freestone Grove Partners LP | 0.12% | — | 94,669 | $9.4M |
| Ancora Advisors LLC | 0.20% | Reduce -30.0% | 91,705 | $9.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 90,830 | $9.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +8.3% | 89,979 | $8.9M |
| Walleye Capital LLC | 0.09% | Add +2330.8% | 88,094 | $8.8M |
| Los Angeles Capital Management LLC | 0.04% | Add +2.8% | 87,251 | $8.7M |
| Raymond James Financial Inc. | 0.00% | — | 86,179 | $8.6M |
| Maryland State Retirement & Pension System | 0.18% | Reduce -2.1% | 85,695 | $8.5M |
| LPL Financial LLC | 0.00% | Add +23.9% | 81,602 | $8.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.6% | 79,731 | $7.9M |
| Cetera Investment Advisers | 0.02% | Add +7.0% | 77,139 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 74,243 | $7.4M |
| Moore Capital Management, LP | 0.14% | New | 71,576 | $7.1M |
| Holocene Advisors, LP | 0.02% | New | 68,091 | $6.8M |
| Sei Investments Co. | 0.01% | Add +0.6% | 66,539 | $6.6M |
| Empowered Funds, LLC | 0.09% | New | 64,684 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -2.9% | 63,870 | $6.4M |
| Dorsey Wright & Associates | 1.43% | Add +0.3% | 60,400 | $6.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.0% | 59,369 | $5.9M |
| Weiss Asset Management LP | 0.18% | Add +1688.2% | 57,885 | $5.8M |
| Richard Bernstein Advisors LLC | 0.13% | No change | 57,794 | $5.7M |
| Candelo Capital Management LP | 3.55% | New | 56,700 | $5.6M |
| MetLife Investment Management, LLC | 0.03% | Add +9.1% | 54,767 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +9.9% | 53,756 | $5.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.5% | 53,650 | $5.3M |
| Teacher Retirement System of Texas | 0.02% | Reduce -23.8% | 52,383 | $5.2M |
| Tribune Investment Group LP | 2.90% | — | 52,000 | $5.2M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.2% | 51,322 | $5.1M |
| Informed Momentum Co LLC | 0.71% | Add +23.6% | 50,276 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +3.5% | 48,837 | $4.9M |
| Global IMC LLC | 0.86% | New | 48,361 | $4.8M |
| Jain Global LLC | 0.14% | — | 48,354 | $4.8M |
| Mariner, LLC | 0.01% | Add +7.9% | 47,557 | $4.7M |
| Amalgamated Bank | 0.04% | Add +0.4% | 46,496 | $4.6M |
| Janus Henderson Group PLC | 0.00% | No change | 43,906 | $4.4M |
| Comerica Bank | 0.02% | Reduce -7.1% | 43,812 | $4.4M |
| Clark Capital Management Group, Inc. | 0.03% | Add +32.7% | 43,726 | $4.3M |
| Infrastructure Capital Advisors, LLC | 0.73% | Add +73.3% | 43,323 | $4.3M |
| Susquehanna Fundamental Investments, LLC | 0.07% | — | 42,911 | $4.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.3% | 42,734 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.6% | 42,703 | $4.2M |
| Creative Planning | 0.00% | Add +1.4% | 42,400 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.3% | 41,871 | $4.2M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -0.5% | 41,850 | $4.2M |
| Ethic Inc. | 0.08% | Reduce -17.4% | 41,691 | $4.1M |
| PDT Partners, LLC | 0.36% | New | 40,532 | $4.0M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +872.6% | 40,472 | $4.0M |
| Pinebridge Investments, L.P. | 0.03% | Add +43.0% | 39,767 | $4.0M |
| LSV Asset Management | 0.01% | Reduce -69.4% | 39,550 | $3.9M |
| Acadian Asset Management LLC | 0.01% | Add +25569.3% | 38,504 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +4.6% | 37,244 | $3.7M |
| Ensign Peak Advisors, Inc | 0.01% | Add +1.1% | 37,127 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -8.1% | 36,860 | $3.7M |
| Citigroup Inc. | 0.00% | Add +37.6% | 36,357 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +55.9% | 35,570 | $3.5M |
| Marshall Wace, LLP | 0.00% | New | 35,032 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 34,902 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.2% | 34,156 | $3.4M |
| Vaughan David Investments LLC | 0.08% | Reduce -4.8% | 33,620 | $3.3M |
| STRS Ohio | 0.01% | Reduce -16.4% | 32,959 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 32,100 | $3.2M |
| Johnson Investment Counsel Inc. | 0.03% | Add +0.7% | 31,779 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Reduce -8.7% | 30,335 | $3.0M |
| National Bank of Canada | 0.00% | New | 30,160 | $3.0M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 30,109 | $3.0M |
| Glenmede Trust Co. NA | 0.02% | Reduce -61.5% | 29,847 | $3.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Reduce -4.8% | 29,270 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 29,239 | $2.9M |
| Premier Fund Managers Ltd | 0.10% | Reduce -6.7% | 28,000 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +0.8% | 28,176 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 27,910 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.4% | 27,000 | $2.7M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -6.4% | 26,319 | $2.6M |
| Shilanski & Associates, Inc. | 0.82% | Reduce -1.6% | 25,583 | $2.6M |
| TD Asset Management Inc | 0.00% | Reduce -2.9% | 25,628 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +3.5% | 25,432 | $2.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -65.4% | 24,526 | $2.4M |
| Boothbay Fund Management, LLC | 0.08% | New | 24,520 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +11.5% | 24,113 | $2.4M |
| New Age Alpha Advisors, LLC | 0.09% | New | 23,312 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -0.8% | 23,263 | $2.3M |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.4% | 23,184 | $2.3M |
| State of Michigan Retirement System | 0.01% | No change | 23,055 | $2.3M |
| Edgestream Partners, L.P. | 0.10% | New | 22,626 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +8.3% | 22,587 | $2.2M |
| Vident Advisory, LLC | 0.04% | Add +512.2% | 22,071 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -5.3% | 21,965 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.2% | 21,592 | $2.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -22.5% | 21,485 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 21,457 | $2.1M |
| Commerce Bank | 0.01% | Add +1.9% | 20,291 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | — | 20,100 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.5% | 20,153 | $2.0M |
| FORA Capital, LLC | 0.23% | Add +16.0% | 20,065 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | New | 19,936 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | No change | 19,775 | $2.0M |
| New Mexico Educational Retirement Board | 0.07% | No change | 19,748 | $2.0M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -80.0% | 19,325 | $1.9M |
| Capital Fund Management S.A. | 0.02% | New | 19,321 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +8.3% | 19,222 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.4% | 19,129 | $1.9M |
| Cohen & Steers, Inc. | 0.00% | Reduce -69.9% | 18,636 | $1.9M |
| Bridgewater Advisors Inc. | 0.19% | Reduce -5.4% | 17,092 | $1.9M |
| City Holding Co. | 0.26% | Add +5.0% | 18,465 | $1.8M |
| Mork Capital Management, LLC | 1.19% | No change | 18,160 | $1.8M |
| Blue Chip Partners, LLC | 0.15% | Add +0.2% | 17,811 | $1.8M |
| Amundi | 0.00% | Reduce -66.4% | 16,626 | $1.8M |
| Bernard Wealth Management Corp. | 0.78% | — | 16,730 | $1.7M |
| Brasada Capital Management, LP | 0.29% | Reduce -20.4% | 15,696 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +19.4% | 16,137 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.5% | 15,892 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +18.3% | 16,562 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 15,571 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +82.0% | 15,412 | $1.5M |
| Federated Hermes, Inc. | 0.00% | Reduce -5.4% | 15,172 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +193.5% | 15,133 | $1.5M |
| Bright Rock Capital Management, LLC | 0.32% | No change | 15,000 | $1.5M |
| Linden Thomas Advisory Services, LLC | 0.18% | Reduce -1.1% | 14,363 | $1.4M |
| Wedge Capital Management L L P | 0.03% | Reduce -12.9% | 14,334 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +11.8% | 14,168 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +3.9% | 13,989 | $1.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -18.0% | 13,471 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +1.1% | 13,413 | $1.3M |
| Voloridge Investment Management, LLC | 0.00% | New | 13,152 | $1.3M |
| Nomura Holdings Inc. | 0.01% | New | 12,892 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -42.7% | 12,850 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -42.7% | 12,850 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.0% | 12,137 | $1.2M |
| Xponance LLC | 0.01% | Add +13.6% | 11,892 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.9% | 11,830 | $1.2M |
| ProShare Advisors LLC | 0.00% | Reduce -3.4% | 11,801 | $1.2M |
| Algert Global LLC | 0.03% | New | 11,780 | $1.2M |
| Invst, LLC | 0.14% | Reduce -1.6% | 11,565 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.38% | No change | 11,212 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.4% | 10,975 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 10,749 | $1.1M |
| Lindbrook Capital, LLC | 0.10% | Reduce -21.4% | 10,649 | $1.1M |
| Executive Wealth Management, LLC | 0.08% | Add +0.5% | 10,612 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +70.3% | 10,577 | $1.1M |
| Hancock Whitney Corp. | 0.03% | Add +41.5% | 10,522 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Reduce -7.9% | 10,310 | $1.0M |
| Entropy Technologies, LP | 0.11% | New | 10,305 | $1.0M |
| Man Group plc | 0.00% | New | 10,045 | $999K |
| Intech Investment Management LLC | 0.01% | New | 10,044 | $999K |
| Cookson Peirce & Co. Inc. | 0.04% | New | 9,967 | $991K |
| Prudential Financial Inc. | 0.00% | Reduce -3.1% | 9,829 | $977K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 9,543 | $949K |
| MML Investors Services, LLC | 0.00% | Add +34.4% | 9,532 | $948K |
| XTX Topco Ltd | 0.08% | Reduce -16.9% | 9,263 | $921K |
| Hantz Financial Services, Inc. | 0.02% | Add +5.7% | 9,221 | $917K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +0.1% | 9,151 | $910K |
| Sit Investment Associates Inc. | 0.02% | No change | 9,125 | $907K |
| Townsquare Capital LLC | 0.01% | Add +25.0% | 9,034 | $898K |
| &partners | 0.01% | New | 8,640 | $895K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 8,877 | $883K |
| Squarepoint Ops LLC | 0.00% | Reduce -88.5% | 8,876 | $883K |
| Gabelli Funds LLC | 0.01% | No change | 8,500 | $845K |
| Dark Forest Capital Management LP | 0.12% | Add +161.6% | 8,490 | $844K |
| Morningstar Investment Management LLC | 0.07% | Reduce -38.1% | 8,307 | $826K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.3% | 8,266 | $822K |
| Quadrature Capital Ltd | 0.02% | New | 7,992 | $795K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +6.3% | 7,093 | $789K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -18.9% | 7,882 | $788K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,916 | $787K |
| Dynamic Technology Lab Private Ltd | 0.13% | New | 7,830 | $779K |
| Truist Financial Corp. | 0.00% | New | 7,756 | $771K |
| Jane Street Group, LLC | 0.00% | Reduce -32.5% | 7,693 | $765K |
| Axxcess Wealth Management, LLC | 0.02% | New | 7,687 | $764K |
| Friedenthal Financial | 0.45% | New | 7,681 | $764K |
| Burns Matteson Capital Management, LLC | 0.42% | Add +155.4% | 7,497 | $745K |
| Landscape Capital Management, L.L.C. | 0.08% | New | 7,486 | $744K |
| VestGen Investment Management | 0.20% | Add +7.9% | 7,365 | $732K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.7% | 7,344 | $730K |
| Renaissance Technologies | 0.00% | Reduce -63.6% | 7,200 | $716K |
| HighPoint Advisor Group LLC | 0.04% | Add +3.0% | 7,135 | $713K |
| Savant Capital, LLC | 0.01% | Add +29.0% | 7,034 | $699K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +56.3% | 6,923 | $690K |
| Caprock Group, LLC | 0.02% | Add +68.2% | 6,827 | $683K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.3% | 6,853 | $681K |
| AE Wealth Management LLC | 0.01% | Add +0.7% | 6,850 | $681K |
| Quantessence Capital LLC | 0.28% | — | 6,841 | $680K |
| Guggenheim Capital LLC | 0.01% | Reduce -27.3% | 6,590 | $655K |
| Blair William & Co. | 0.00% | Add +6.9% | 6,515 | $648K |
| Oppenheimer & Co. Inc. | 0.01% | New | 6,487 | $645K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -21.0% | 6,438 | $640K |
| Modern Wealth Management, LLC | 0.02% | Add +6.9% | 6,352 | $632K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -13.2% | 6,218 | $618K |
| Private Advisor Group, LLC | 0.00% | Add +32.1% | 6,203 | $617K |
| Elm3 Financial Group, LLC | 0.52% | — | 6,181 | $615K |
| Cresset Asset Management, LLC | 0.00% | Add +4.4% | 6,122 | $613K |
| Versor Investments LP | 0.10% | New | 6,100 | $607K |
| Parallel Advisors, LLC | 0.01% | Add +5.9% | 5,985 | $595K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.7% | 5,972 | $594K |
| SS&H Financial Advisors, Inc. | 0.21% | Reduce -4.8% | 5,900 | $587K |
| TFG Advisers LLC | 0.21% | Add +0.9% | 5,828 | $579K |
| Sterling Capital Management LLC | 0.01% | Add +55.4% | 5,755 | $572K |
| M&T Bank Corp | 0.00% | Add +0.6% | 5,714 | $569K |
| Perigon Wealth Management, LLC | 0.01% | Add +16.4% | 5,032 | $565K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -45.8% | 5,656 | $562K |
| Metis Global Partners, LLC | 0.02% | Add +3.7% | 5,597 | $557K |
| Brighton Securities Corp. | 0.27% | — | 5,526 | $549K |
| AXA S.A. | 0.00% | No change | 5,425 | $539K |
| Quantinno Capital Management LP | 0.01% | Add +49.8% | 5,404 | $537K |
| PFG Investments, LLC | 0.03% | Add +0.4% | 5,267 | $524K |
| Sculati Wealth Management, LLC | 0.21% | No change | 5,254 | $522K |
| Palo Duro Investment Partners, LP | 0.15% | Reduce -4.0% | 5,238 | $521K |
| Utah Retirement Systems | 0.01% | No change | 5,200 | $517K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +5.3% | 5,198 | $517K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -8.9% | 5,194 | $516K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.4% | 5,167 | $514K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +24.0% | 5,116 | $509K |
| Captrust Financial Advisors | 0.00% | Reduce -11.7% | 5,034 | $501K |
| Morton Community Bank | 0.12% | No change | 4,700 | $467K |
| Harvest Investment Services, LLC | 0.11% | New | 4,691 | $466K |
| Merit Financial Group, LLC | 0.01% | New | 4,611 | $458K |
| Independent Advisor Alliance | 0.01% | Add +9.7% | 4,596 | $457K |
| US Bancorp \de | 0.00% | Reduce -10.6% | 4,502 | $448K |
| New Century Financial Group, LLC | 0.19% | Reduce -1.4% | 4,276 | $443K |
| Krane Funds Advisors LLC | 0.02% | Reduce -28.5% | 4,448 | $442K |
| KBC Group NV | 0.00% | Add +57.3% | 4,234 | $421K |
| Williamson Legacy Group, LLC | 0.28% | New | 4,184 | $416K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.6% | 4,181 | $416K |
| NewEdge Wealth, LLC | 0.01% | Add +13.3% | 4,139 | $411K |
| M1 Capital Management LLC | 0.22% | — | 4,066 | $404K |
| Sigma Investment Counselors Inc. | 0.02% | Add +7.0% | 4,056 | $403K |
| First Citizens Bank & Trust Co. | 0.01% | Add +14.0% | 4,026 | $400K |
| Impact Capital Partners LLC | 0.14% | — | 4,010 | $399K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.4% | 3,876 | $398K |
| GAMMA Investing LLC | 0.03% | Add +53.5% | 3,985 | $396K |
| Strategic Investment Advisors / MI | 0.04% | Add +13.8% | 3,964 | $394K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -11.2% | 3,868 | $385K |
| Centiva Capital, LP | 0.01% | New | 3,749 | $373K |
| Quadrant Capital Group LLC | 0.03% | Add +1.6% | 3,690 | $367K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.6% | 3,676 | $366K |
| Shelton Capital Management | 0.01% | Reduce -4.0% | 3,659 | $364K |
| Panagora Asset Management Inc. | 0.00% | Reduce -92.5% | 3,623 | $360K |
| Castleark Management LLC | 0.01% | No change | 3,570 | $355K |
| Cwm, LLC | 0.00% | Add +5.6% | 3,532 | $351K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +19.3% | 3,419 | $340K |
| Oliver Lagore Vanvalin Investment Group | 0.09% | Add +73.7% | 3,394 | $337K |
| Forum Financial Management, LP | 0.01% | Add +5.1% | 3,391 | $337K |
| Legacy Capital Group California, Inc. | 0.10% | Add +13.0% | 3,370 | $335K |
| Hardy Reed LLC | 0.03% | New | 3,300 | $328K |
| Wedmont Private Capital | 0.02% | Reduce -6.3% | 3,143 | $325K |
| Tiaa Trust, National Association | 0.00% | Reduce -15.1% | 3,262 | $324K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +24.2% | 3,214 | $320K |
| Evergreen Capital Management LLC | 0.01% | Add +0.9% | 3,185 | $319K |
| CIBC Asset Management Inc | 0.00% | Add +5.5% | 3,103 | $309K |
| Keybank National Association | 0.00% | New | 3,082 | $306K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 3,048 | $303K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.9% | 3,039 | $302K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 3,039 | $302K |
| HB Wealth Management, LLC | 0.00% | New | 3,008 | $299K |
| Advance Capital Management, Inc. | 0.01% | New | 2,975 | $296K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,944 | $293K |
| Capital Investment Advisors, LLC | 0.01% | No change | 2,890 | $287K |
| Lakeshore Financial Planning, Inc. | 0.12% | Add +4.2% | 2,868 | $285K |
| Colonial River Investments, LLC | 0.14% | New | 2,855 | $284K |
| Gsa Capital Partners LLP | 0.02% | Reduce -89.6% | 2,830 | $281K |
| Fifth Third Bancorp | 0.00% | Add +1.2% | 2,757 | $274K |
| Navellier & Associates Inc. | 0.03% | New | 2,748 | $273K |
| Parcion Private Wealth LLC | 0.02% | No change | 2,746 | $273K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | No change | 2,741 | $273K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,727 | $271K |
| MAI Capital Management | 0.00% | New | 2,721 | $271K |
| Manchester Capital Management LLC | 0.03% | No change | 2,690 | $267K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.2% | 2,664 | $265K |
| Glenview Trust Co | 0.00% | No change | 2,645 | $263K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -26.6% | 2,645 | $263K |
| International Assets Investment Management, LLC | 0.02% | Reduce -59.7% | 2,549 | $259K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,525 | $251K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -2.6% | 2,510 | $250K |
| XML Financial, LLC | 0.02% | New | 2,503 | $249K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,341 | $242K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,435 | $242K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,411 | $240K |
| Profund Advisors LLC | 0.01% | Reduce -10.0% | 2,407 | $239K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 2,390 | $238K |
| Ballentine Partners, LLC | 0.00% | New | 2,384 | $237K |
| Valmark Advisers, Inc. | 0.00% | New | 2,363 | $235K |
| Prelude Capital Management, LLC | 0.02% | New | 2,350 | $234K |
| William Mack & Associates, Inc. | 0.24% | — | 2,343 | $233K |
| Catalina Capital Group, LLC | 0.08% | New | 2,334 | $232K |
| Secure Asset Management, LLC | 0.03% | New | 2,313 | $230K |
| Signaturefd, LLC | 0.00% | Add +4.2% | 2,307 | $229K |
| FSA Advisors, Inc. | 0.28% | Reduce -49.9% | 2,310 | $225K |
| Citizens Financial Group Inc. | 0.00% | New | 2,263 | $225K |
| Applied Finance Capital Management, LLC | 0.01% | New | 2,263 | $225K |
| Greenleaf Trust | 0.00% | New | 2,260 | $225K |
| Wealthfront Advisers LLC | 0.00% | New | 2,252 | $224K |
| CI Investments Inc. | 0.00% | Add +7.8% | 2,230 | $222K |
| Forefront Wealth Management Inc. | 0.20% | — | 2,225 | $221K |
| ELCO Management Co., LLC | 0.12% | New | 2,225 | $221K |
| Rafferty Asset Management, LLC | 0.00% | New | 2,219 | $221K |
| Kapitalo Investimentos Ltda | 0.15% | Reduce -64.1% | 2,208 | $220K |
| Finward Bancorp | 0.19% | — | 2,185 | $217K |
| WNY Asset Management, LLC | 0.03% | New | 2,179 | $217K |
| Ingalls & Snyder LLC | 0.01% | New | 2,163 | $215K |
| Venture Visionary Partners LLC | 0.01% | New | 2,153 | $214K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,133 | $214K |
| Strategy Asset Managers LLC | 0.04% | New | 2,125 | $211K |
| Stonebrook Private Inc. | 0.05% | New | 2,100 | $209K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,098 | $209K |
| Choreo, LLC | 0.00% | Reduce -24.8% | 2,075 | $208K |
| Kingsview Wealth Management, LLC | 0.00% | New | 2,090 | $208K |
| Foguth Wealth Management, LLC. | 0.05% | New | 1,846 | $206K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,060 | $205K |
| Stephens Consulting, LLC | 0.05% | No change | 2,059 | $205K |
| Ritholtz Wealth Management | 0.01% | New | 2,024 | $201K |
| OneAscent Financial Services LLC | 0.02% | New | 2,014 | $201K |
| Huntington National Bank | 0.00% | Reduce -1.6% | 1,870 | $186K |
| SJS Investment Consulting Inc. | 0.03% | No change | 1,849 | $184K |
| Smartleaf Asset Management LLC | 0.02% | Add +327.9% | 1,780 | $178K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,787 | $178K |
| Richard W. Paul & Associates, LLC | 0.06% | No change | 1,677 | $167K |
| CENTRAL TRUST Co | 0.00% | Add +14.4% | 1,621 | $161K |
| MeadowBrook Investment Advisors LLC | 0.14% | Reduce -1.5% | 1,602 | $159K |
| Midwest Capital Advisors, LLC | 0.11% | — | 1,576 | $157K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,558 | $155K |
| Lazard Asset Management LLC | 0.00% | Add +27.7% | 1,535 | $152K |
| NBT Bank, N.A. | 0.01% | No change | 1,502 | $149K |
| GeoWealth Management, LLC | 0.00% | Reduce -5.0% | 1,478 | $147K |
| Nemes Rush Group LLC | 0.02% | Add +34.6% | 1,460 | $145K |
| Spire Wealth Management | 0.00% | Add +242.8% | 1,385 | $138K |
| Covestor Ltd | 0.08% | Reduce -58.0% | 1,326 | $132K |
| IFP Advisors, Inc | 0.00% | Add +37.8% | 1,257 | $130K |
| Harbour Investments, Inc. | 0.00% | Reduce -39.5% | 1,264 | $126K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 1,254 | $125K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.5% | 1,199 | $119K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,189 | $118K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -5.1% | 1,162 | $116K |
| Blue Trust, Inc. | 0.00% | Reduce -41.0% | 1,114 | $111K |
| Values First Advisors, Inc. | 0.06% | New | 1,061 | $106K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 1,045 | $105K |
| Venturi Wealth Management, LLC | 0.01% | Add +310.7% | 1,039 | $103K |
| MCF Advisors LLC | 0.01% | No change | 1,005 | $101K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 900 | $89K |
| Burkett Financial Services, LLC | 0.03% | No change | 785 | $78K |
| Bayforest Capital Ltd | 0.10% | — | 783 | $78K |
| Delta Asset Management LLC | 0.01% | No change | 781 | $78K |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 768 | $76K |
| C M Bidwell & Associates Ltd. | 0.05% | Reduce -35.5% | 755 | $75K |
| Webster Bank, N. A. | 0.01% | No change | 725 | $72K |
| Quent Capital, LLC | 0.01% | No change | 723 | $72K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.8% | 696 | $69K |
| Larson Financial Group LLC | 0.00% | Add +21.1% | 683 | $68K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.4% | 681 | $68K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $68K |
| Rothschild Investment LLC | 0.00% | No change | 678 | $67K |
| Clearstead Advisors, LLC | 0.00% | No change | 632 | $63K |
| Financial Perspectives, Inc | 0.02% | Add +0.5% | 629 | $63K |
| Allworth Financial LP | 0.00% | Add +11.3% | 559 | $62K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 606 | $60K |
| Crews Bank & Trust | 0.01% | — | 533 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +38.3% | 509 | $51K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $50K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $50K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 500 | $50K |
| Brooklyn Investment Group | 0.01% | Reduce -2.0% | 493 | $49K |
| UMB Bank, n.a. | 0.00% | Add +53.2% | 481 | $48K |
| Pacific Center for Financial Services | 0.01% | No change | 459 | $46K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $44K |
| American National Bank & Trust | 0.00% | Reduce -6.6% | 437 | $43K |
| Tortoise Investment Management, LLC | 0.00% | Add +13.3% | 436 | $43K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 431 | $43K |
| Gen-Wealth Partners Inc | 0.02% | No change | 417 | $41K |
| Group One Trading LLC | 0.00% | New | 416 | $41K |
| Private Trust Co. NA | 0.00% | No change | 413 | $41K |
| Concord Wealth Partners | 0.01% | No change | 410 | $41K |
| Principal Securities, Inc. | 0.00% | Add +14.8% | 380 | $38K |
| Essex Investment Management Co. LLC | 0.01% | No change | 367 | $36K |
| V-Square Quantitative Management LLC | 0.01% | No change | 363 | $36K |
| Wintrust Investments LLC | 0.03% | Reduce -20.8% | 369 | $36K |
| Rise Advisors, LLC | 0.02% | Add +0.9% | 339 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +93.7% | 337 | $34K |
| Atticus Wealth Management, LLC | 0.01% | No change | 317 | $32K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 313 | $31K |
| LRI Investments, LLC | 0.00% | No change | 311 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Add +106.7% | 310 | $31K |
| Bessemer Group Inc. | 0.00% | Add +61.6% | 307 | $30K |
| AllSquare Wealth Management LLC | 0.02% | No change | 273 | $27K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.8% | 266 | $26K |
| Continuum Advisory, LLC | 0.00% | Add +31.7% | 262 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 257 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 256 | $25K |
| Crewe Advisors LLC | 0.00% | No change | 254 | $25K |
| Tidemark, LLC | 0.01% | No change | 250 | $25K |
| Godsey & Gibb, Inc. | 0.00% | No change | 250 | $25K |
| Logan Capital Management Inc. | 0.00% | No change | 250 | $25K |
| Mather Group, Llc. | 0.00% | Add +5.9% | 250 | $25K |
| Oakworth Capital, Inc. | 0.00% | Reduce -1.6% | 249 | $25K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.1% | 248 | $25K |
| WFA Asset Management Corp | 0.01% | Add +0.9% | 234 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 215 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 220 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -23.9% | 217 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 212 | $21K |
| Financial Gravity Companies, Inc. | 0.00% | New | 201 | $20K |
| Dakota Community Bank & Trust NA | 0.09% | No change | 200 | $20K |
| WASHINGTON TRUST Co | 0.00% | No change | 200 | $20K |
| Simplex Trading, LLC | 0.00% | New | 197 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 181 | $18K |
| Ridgewood Investments LLC | 0.01% | No change | 176 | $18K |
| Centennial Bank | 0.01% | No change | 175 | $17K |
| Retirement Wealth Solutions LLC | 0.01% | — | 168 | $17K |
| Toth Financial Advisory Corp. | 0.00% | No change | 174 | $17K |
| TruNorth Capital Management, LLC | 0.00% | No change | 150 | $15K |
| Coastline Trust Co | 0.00% | No change | 150 | $15K |
| Heritage Wealth Advisors | 0.00% | No change | 150 | $15K |
| HM Payson & Co. | 0.00% | No change | 150 | $15K |
| Eagle Bay Advisors LLC | 0.01% | New | 128 | $13K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 125 | $12K |
| Caldwell Trust Co | 0.00% | No change | 125 | $12K |
| Tsfg, LLC | 0.00% | No change | 117 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 119 | $12K |
| First Financial Corp. | 0.01% | No change | 117 | $12K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.5% | 117 | $12K |
| Mattson Financial Services, LLC | 0.00% | New | 146 | $11K |
| Beacon Capital Management, LLC | 0.00% | No change | 115 | $11K |
| Assetmark, Inc. | 0.00% | Add +1750.0% | 111 | $11K |
| Hemington Wealth Management | 0.00% | Add +26.1% | 111 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $11K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -37.6% | 98 | $10K |
| Old Second National Bank of Aurora | 0.00% | Reduce -36.0% | 96 | $10K |
| Hexagon Capital Partners LLC | 0.00% | Add +108.9% | 94 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 93 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 90 | $9K |
| Smithfield Trust Co | 0.00% | No change | 87 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 87 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 82 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 82 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 81 | $8K |
| Sandy Spring Bank | 0.00% | No change | 75 | $7K |
| Richardson Financial Services Inc. | 0.01% | Reduce -55.6% | 72 | $7K |
| Horizon Bancorp Inc. | 0.00% | No change | 66 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +15.3% | 68 | $7K |
| WPG Advisers, LLC | 0.01% | — | 68 | $7K |
| Breakwater Investment Management | 0.00% | No change | 64 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -6.2% | 61 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $6K |
| BankPlus Trust Department | 0.00% | — | 60 | $6K |
| Hilltop National Bank | 0.00% | Reduce -38.1% | 60 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 58 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 58 | $6K |
| Lanark Financial, Inc. | 0.50% | — | 54 | $5K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 49 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Albion Financial Group | 0.00% | Add +95.7% | 45 | $4K |
| Clean Yield Group | 0.00% | No change | 42 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -46.1% | 42 | $4K |
| Whipplewood Advisors, LLC | 0.00% | — | 40 | $4K |
| St Germain D J Co. Inc. | 0.00% | Reduce -20.0% | 40 | $4K |
| Luminist Capital LLC | 0.01% | — | 37 | $4K |
| Bellwether Advisors, LLC | 0.00% | New | 36 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 34 | $3K |
| Grove Bank & Trust | 0.00% | Add +82.3% | 31 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 55 | $3K |
| Avion Wealth | 0.00% | Add +25.0% | 40 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 27 | $3K |
| Sachetta, LLC | 0.00% | No change | 23 | $2K |
| Core Alternative Capital | 0.00% | No change | 22 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 19 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $2K |
| True Wealth Design, LLC | 0.00% | New | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.4% | 15 | $1K |
| Horizon Investments, LLC | 0.00% | New | 15 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 13 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $994 |
| Synergy Asset Management, LLC | 0.00% | New | 12 | $944 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 9 | $902 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 8 | $795 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $498 |
| Principia Wealth Advisory, LLC | 0.00% | — | 5 | $497 |
| Truvestments Capital LLC | 0.00% | No change | 5 | $497 |
| Creekmur Asset Management LLC | 0.00% | No change | 5 | $497 |
| NewSquare Capital LLC | 0.00% | New | 5 | $497 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $401 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $298 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $199 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 2 | $198 |
| Avior Wealth Management, LLC | 0.00% | No change | 2 | $198 |
| Summit Securities Group LLC | 0.00% | New | 1 | $99 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $99 |
"% of holder's portfolio" is DTM's weight in each manager's 13F, not the share of DT Midstream Inc. the manager owns.