DT MidstreamDTM
13F holders, Q1 2025 (March 31)604holders +22
85new positions
62sold out
9famous investors
$96.46avg. 13F price*
At the end of Q1 2025, 604 institutions reported holding DT Midstream Inc. (DTM) in their 13F filings, up 22 from Q4 2024. 85 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($1.0B) and State Street Corp. ($348.2M). 9 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- DT Midstream Inc.
- CUSIP
- 23345M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $156.4M |
| Exits | 62 | $169.3M |
All 13F filers, Q4 2024 → Q1 2025: 9,466,403 shares bought and 10,370,758 shares sold, net −904,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 604 holders
| Vanguard Group Inc. | 0.02% | Add +5.9% | 11,174,965 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +1.6% | 10,618,778 | $1.0B |
| State Street Corp. | 0.01% | Add +4.8% | 3,580,606 | $348.2M |
| Blackstone Inc. | 1.37% | Add +98.4% | 3,236,258 | $312.2M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -18.4% | 3,039,788 | $293.3M |
| Deutsche Bank AG | 0.11% | Reduce -0.9% | 2,806,629 | $270.8M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -14.8% | 2,778,253 | $268.0M |
| Neuberger Berman Group LLC | 0.19% | Add +50.0% | 2,358,019 | $227.5M |
| Geode Capital Management, LLC | 0.02% | Reduce -8.2% | 2,252,958 | $217.4M |
| Citadel Advisors | 0.17% | Add +28.5% | 1,739,247 | $167.8M |
| Tortoise Capital Advisors, L.L.C. | 1.85% | Add +21.8% | 1,582,833 | $152.7M |
| Invesco Ltd. | 0.03% | Reduce -3.1% | 1,441,466 | $139.1M |
| Norges Bank | 0.02% | Add +3.3% | 1,241,915 | $119.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.26% | Add +11.9% | 1,236,800 | $119.3M |
| Northern Trust Corp. | 0.02% | Add +8.9% | 1,156,867 | $111.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 1,148,324 | $110.8M |
| Capital Research Global Investors | 0.02% | Add +0.0% | 1,132,540 | $109.3M |
| Westwood Holdings Group Inc. | 0.78% | Reduce -2.5% | 1,056,342 | $101.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.3% | 1,026,986 | $99.1M |
| Morgan Stanley | 0.01% | Add +8.4% | 1,024,382 | $98.8M |
| Franklin Resources Inc. | 0.02% | Reduce -14.3% | 868,581 | $83.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.1% | 850,133 | $82.0M |
| AQR Capital Management | 0.08% | Add +59.9% | 804,745 | $77.2M |
| Energy Income Partners, LLC | 1.43% | Add +1.6% | 776,587 | $74.9M |
| Reaves W H & Co. Inc. | 1.86% | Reduce -23.1% | 755,533 | $72.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.47% | Reduce -4.3% | 750,623 | $72.4M |
| Zimmer Partners, LP | 1.43% | Reduce -2.7% | 729,629 | $70.4M |
| Aventail Capital Group, LP | 3.34% | Add +3.6% | 700,202 | $67.6M |
| Kayne Anderson Capital Advisors LP | 1.45% | Reduce -0.2% | 677,417 | $65.4M |
| UBS Group AG | 0.01% | Add +149.8% | 619,956 | $59.8M |
| Bank of America Corp. | 0.00% | Add +99.6% | 532,471 | $51.4M |
| CIBC Private Wealth Group LLC | 0.10% | Add +33.1% | 535,854 | $47.5M |
| Eagle Global Advisors LLC | 1.93% | Add +11.5% | 485,465 | $46.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Reduce -19.8% | 434,739 | $41.9M |
| Bank of Montreal | 0.02% | Reduce -6.5% | 429,009 | $41.4M |
| California Public Employees Retirement System | 0.03% | Add +3.7% | 426,788 | $41.2M |
| Bahl & Gaynor LLC | 0.21% | Add +95.7% | 422,719 | $40.8M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -7.5% | 412,315 | $39.8M |
| Jane Street Group, LLC | 0.07% | Add +5114.7% | 401,170 | $38.7M |
| Duff & Phelps Investment Management Co. | 0.44% | Reduce -0.9% | 385,153 | $37.2M |
| Point72 Asset Management | 0.11% | Reduce -8.8% | 374,274 | $36.1M |
| Recurrent Investment Advisors LLC | 2.86% | Add +3.1% | 350,178 | $33.8M |
| Millennium Management | 0.03% | Add +86.7% | 349,247 | $33.7M |
| Nuveen, LLC | 0.01% | — | 347,521 | $33.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.94% | Add +0.0% | 345,502 | $33.3M |
| Brookfield Corp | 0.04% | Reduce -64.4% | 344,642 | $33.3M |
| First Trust Advisors LP | 0.03% | Reduce -58.8% | 324,849 | $31.3M |
| HITE Hedge Asset Management LLC | 1.94% | New | 322,755 | $31.1M |
| Chickasaw Capital Management LLC | 1.16% | Reduce -2.0% | 310,893 | $30.0M |
| Rhumbline Advisers | 0.03% | Add +2.1% | 290,646 | $28.0M |
| Barclays PLC | 0.01% | Add +0.8% | 285,574 | $27.6M |
| Legal & General Group Plc | 0.01% | Add +3.3% | 284,584 | $27.5M |
| ProShare Advisors LLC | 0.06% | Add +2302.7% | 283,545 | $27.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.1% | 276,241 | $26.7M |
| Principal Financial Group Inc. | 0.01% | Add +8.4% | 264,607 | $25.5M |
| Bridgewater Associates | 0.12% | Reduce -10.3% | 263,962 | $25.5M |
| Focus Partners Wealth | 0.06% | Add +1.9% | 248,327 | $24.0M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.7% | 243,725 | $23.5M |
| Alps Advisors Inc. | 0.13% | Add +26.9% | 232,547 | $22.4M |
| Pacer Advisors, Inc. | 0.06% | Reduce -89.6% | 223,205 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.1% | 222,541 | $21.5M |
| Yaupon Capital Management LP | 1.53% | Add +7.0% | 216,497 | $20.9M |
| Jennison Associates LLC | 0.01% | Reduce -8.1% | 213,414 | $20.6M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -72.9% | 212,862 | $20.5M |
| Sourcerock Group LLC | 1.14% | Add +109.0% | 209,017 | $20.2M |
| Swiss National Bank | 0.01% | Add +2.2% | 195,200 | $18.8M |
| Gotham Asset Management | 0.16% | Add +25.5% | 193,288 | $18.6M |
| Two Sigma Investments, LP | 0.04% | Add +99.3% | 188,994 | $18.2M |
| Miller Howard Investments Inc. | 0.55% | Reduce -21.1% | 179,272 | $17.3M |
| Clean Energy Transition LLP | 2.37% | New | 175,852 | $17.0M |
| Eventide Asset Management, LLC | 0.33% | Reduce -71.2% | 173,346 | $16.7M |
| Covalis Capital LLP | 3.76% | Add +51.4% | 169,614 | $16.4M |
| Hennessy Advisors Inc. | 0.54% | Reduce -4.0% | 169,240 | $16.3M |
| Voya Investment Management LLC | 0.02% | Add +19.3% | 158,869 | $15.3M |
| Clearbridge Investments, LLC | 0.01% | Reduce -0.7% | 158,550 | $15.3M |
| Tudor Investment Corporation | 0.13% | New | 146,985 | $14.2M |
| Catalyst Capital Advisors LLC | 0.28% | Add +10.1% | 144,025 | $13.9M |
| Crawford Investment Counsel Inc. | 0.24% | Reduce -3.2% | 138,616 | $13.4M |
| Edgestream Partners, L.P. | 0.44% | Add +490.2% | 133,529 | $12.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.6% | 130,841 | $12.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.8% | 120,093 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Add +6.6% | 118,662 | $11.5M |
| Corebridge Financial, Inc. | 0.06% | Add +1.8% | 111,914 | $10.8M |
| Exchange Traded Concepts, LLC | 0.19% | Reduce -5.2% | 111,499 | $10.8M |
| LPL Financial LLC | 0.00% | Add +34.1% | 109,462 | $10.6M |
| Two Sigma Advisers, LP | 0.02% | Reduce -36.2% | 107,500 | $10.4M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 100,000 | $9.6M |
| Fractal Investments LLC | 1.33% | No change | 99,299 | $9.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -14.7% | 97,566 | $9.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -11.4% | 96,623 | $9.3M |
| Freestone Grove Partners LP | 0.10% | Add +1.8% | 96,385 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -15.2% | 95,792 | $9.2M |
| California State Teachers Retirement System | 0.01% | Add +3.0% | 93,526 | $9.0M |
| ExodusPoint Capital Management, LP | 0.12% | New | 90,500 | $8.7M |
| Maryland State Retirement & Pension System | 0.21% | Add +5.6% | 90,469 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +21.6% | 90,286 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 87,661 | $8.5M |
| Thornburg Investment Management Inc. | 0.12% | New | 86,132 | $8.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -6.6% | 84,053 | $8.1M |
| Holocene Advisors, LP | 0.02% | Add +20.8% | 82,227 | $7.9M |
| Clark Capital Management Group, Inc. | 0.06% | Add +88.0% | 82,214 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.5% | 81,705 | $7.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -29.3% | 79,262 | $7.6M |
| Burkehill Global Management, LP | 0.54% | Reduce -40.0% | 75,000 | $7.2M |
| Intech Investment Management LLC | 0.07% | Add +617.9% | 72,102 | $7.0M |
| American Century Companies Inc. | 0.00% | Add +41.5% | 69,091 | $6.7M |
| Ancora Advisors LLC | 0.15% | Reduce -24.8% | 68,973 | $6.7M |
| National Bank of Canada | 0.01% | Add +127.3% | 68,555 | $6.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.2% | 68,406 | $6.6M |
| Acadian Asset Management LLC | 0.02% | Add +77.4% | 68,296 | $6.6M |
| New York State Common Retirement Fund | 0.01% | Add +25.0% | 67,050 | $6.5M |
| HRT Financial LP | 0.04% | New | 66,726 | $6.4M |
| Dorsey Wright & Associates | 1.51% | Add +1.9% | 61,580 | $5.9M |
| Empowered Funds, LLC | 0.08% | Reduce -5.9% | 60,858 | $5.9M |
| Public Employees Retirement System of Ohio | 0.02% | Add +40.0% | 59,812 | $5.8M |
| FMR LLC | 0.00% | Reduce -92.6% | 58,460 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 56,493 | $5.5M |
| MetLife Investment Management, LLC | 0.03% | Add +2.7% | 56,256 | $5.4M |
| Lanark Financial, Inc. | 0.46% | — | 55,758 | $5.4M |
| Richard Bernstein Advisors LLC | 0.13% | Reduce -4.1% | 55,433 | $5.3M |
| Stifel Financial Corp. | 0.01% | Reduce -13.9% | 54,960 | $5.3M |
| Candelo Capital Management LP | 4.95% | Reduce -5.6% | 53,547 | $5.2M |
| Teacher Retirement System of Texas | 0.02% | Add +1.3% | 53,059 | $5.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.06% | New | 53,042 | $5.1M |
| Mutual of America Capital Management LLC | 0.06% | Add +1.6% | 52,150 | $5.0M |
| Tribune Investment Group LP | 2.88% | No change | 52,000 | $5.0M |
| Boothbay Fund Management, LLC | 0.18% | Add +107.1% | 50,775 | $4.9M |
| Sei Investments Co. | 0.01% | Reduce -26.0% | 49,220 | $4.7M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Add +10.5% | 47,412 | $4.6M |
| XTX Topco Ltd | 0.23% | Add +405.2% | 46,797 | $4.5M |
| Amalgamated Bank | 0.04% | Reduce -0.1% | 46,428 | $4.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +8.0% | 46,113 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -40.3% | 46,044 | $4.4M |
| Ausbil Investment Management Ltd | 2.70% | New | 45,930 | $4.4M |
| Cinctive Capital Management LP | 0.35% | New | 45,890 | $4.4M |
| Janus Henderson Group PLC | 0.00% | No change | 43,906 | $4.2M |
| Comerica Bank | 0.02% | Reduce -0.4% | 43,623 | $4.2M |
| Creative Planning | 0.00% | Add +0.8% | 42,762 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.1% | 42,741 | $4.1M |
| Ethic Inc. | 0.08% | Add +0.8% | 42,020 | $4.1M |
| HSBC Holdings PLC | 0.00% | New | 43,005 | $4.1M |
| State of Alaska, Department of Revenue | 0.05% | Add +1.9% | 42,645 | $4.1M |
| Mariner, LLC | 0.01% | Reduce -16.5% | 39,706 | $3.8M |
| Van Eck Associates Corp. | 0.00% | Add +27.5% | 38,682 | $3.7M |
| Waratah Capital Advisors Ltd. | 0.25% | Reduce -65.5% | 38,000 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | Add +188.8% | 37,983 | $3.7M |
| Merewether Investment Management, LP | 0.13% | New | 37,600 | $3.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +5.1% | 36,695 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.5% | 36,467 | $3.5M |
| Verition Fund Management LLC | 0.02% | Reduce -94.5% | 35,767 | $3.5M |
| Yousif Capital Management, LLC | 0.04% | Add +2.3% | 34,932 | $3.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -6.3% | 34,776 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.8% | 34,336 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -7.7% | 34,041 | $3.3M |
| Glenmede Trust Co. NA | 0.02% | Add +13.1% | 33,768 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +73.5% | 33,194 | $3.2M |
| PDT Partners, LLC | 0.22% | Reduce -20.0% | 32,426 | $3.1M |
| Engineers Gate Manager LP | 0.05% | New | 32,255 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +14.8% | 32,043 | $3.1M |
| FORA Capital, LLC | 0.31% | Add +56.4% | 31,376 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Add +45.9% | 31,348 | $3.0M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -2.4% | 31,010 | $3.0M |
| Vaughan David Investments LLC | 0.07% | Reduce -7.9% | 30,962 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +54.8% | 30,852 | $3.0M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 30,109 | $2.9M |
| Premier Fund Managers Ltd | 0.11% | Add +7.1% | 30,000 | $2.9M |
| Squarepoint Ops LLC | 0.01% | Add +238.3% | 30,023 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.2% | 29,456 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 29,270 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 29,239 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -20.3% | 28,980 | $2.8M |
| Arizona State Retirement System | 0.02% | Add +2.6% | 28,908 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Add +5.2% | 28,400 | $2.7M |
| Element Capital Management LLC | 0.67% | New | 27,769 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 27,386 | $2.6M |
| Shilanski & Associates, Inc. | 0.81% | Add +4.7% | 26,790 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | New | 26,694 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +10.5% | 26,647 | $2.6M |
| Vident Advisory, LLC | 0.04% | Add +20.7% | 26,641 | $2.6M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -69.7% | 26,462 | $2.6M |
| Quantbot Technologies LP | 0.08% | New | 25,403 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -3.3% | 24,584 | $2.4M |
| State of Michigan Retirement System | 0.01% | Add +5.2% | 24,255 | $2.3M |
| STRS Ohio | 0.01% | Reduce -26.5% | 24,224 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.9% | 24,221 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +19.4% | 24,052 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +4.3% | 22,529 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -0.7% | 21,804 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -5.3% | 21,387 | $2.1M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -9.4% | 21,131 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -9.6% | 21,021 | $2.0M |
| Twinbeech Capital LP | 0.04% | New | 20,759 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.5% | 20,600 | $2.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +4.0% | 20,575 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +5.5% | 20,284 | $2.0M |
| Commerce Bank | 0.01% | Reduce -1.0% | 20,091 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +417.8% | 20,068 | $1.9M |
| Credit Agricole S A | 0.01% | New | 19,955 | $1.9M |
| New Mexico Educational Retirement Board | 0.07% | No change | 19,748 | $1.9M |
| City Holding Co. | 0.27% | Add +6.2% | 19,603 | $1.9M |
| Vestcor Inc | 0.06% | New | 19,187 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -29.2% | 17,374 | $1.7M |
| Blue Chip Partners, LLC | 0.14% | Reduce -2.7% | 17,325 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +2.8% | 17,033 | $1.6M |
| Bridgewater Advisors Inc. | 0.14% | Reduce -3.1% | 16,567 | $1.6M |
| Williamson Legacy Group, LLC | 1.55% | Add +303.1% | 16,868 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +59.3% | 16,848 | $1.6M |
| Bernard Wealth Management Corp. | 0.79% | Add +0.6% | 16,834 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +30.9% | 16,816 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +30.9% | 16,816 | $1.6M |
| Aster Capital Management (DIFC) Ltd | 0.30% | New | 16,851 | $1.6M |
| Mackenzie Financial Corp. | 0.00% | Reduce -29.1% | 16,437 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Add +3.9% | 16,171 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -92.7% | 15,360 | $1.5M |
| Scientech Research LLC | 0.39% | New | 15,081 | $1.5M |
| Bright Rock Capital Management, LLC | 0.30% | No change | 15,000 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +65.9% | 14,984 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -3.3% | 14,675 | $1.4M |
| Linden Thomas Advisory Services, LLC | 0.18% | Add +0.1% | 14,377 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +0.8% | 14,285 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.8% | 14,228 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +0.9% | 14,110 | $1.4M |
| Algert Global LLC | 0.03% | Add +17.6% | 13,850 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +1.6% | 13,631 | $1.3M |
| Cookson Peirce & Co. Inc. | 0.07% | Add +36.4% | 13,590 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +72.9% | 13,411 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 13,400 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.19% | Add +70.1% | 13,320 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -13.9% | 13,275 | $1.3M |
| Point72 Hong Kong Ltd | 0.09% | New | 13,162 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +32.9% | 12,666 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.9% | 12,642 | $1.2M |
| Wedge Capital Management L L P | 0.02% | Reduce -12.5% | 12,537 | $1.2M |
| Xponance LLC | 0.01% | Add +5.3% | 12,528 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.8% | 12,234 | $1.2M |
| Centiva Capital, LP | 0.07% | Add +229.9% | 12,370 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 12,070 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -66.1% | 11,883 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.2% | 11,769 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Add +10.4% | 11,618 | $1.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -15.8% | 11,339 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +64.2% | 11,244 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +107.5% | 11,215 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.38% | No change | 11,212 | $1.1M |
| Renaissance Technologies | 0.00% | Add +55.6% | 11,200 | $1.1M |
| Sit Investment Associates Inc. | 0.02% | Add +19.2% | 10,875 | $1.0M |
| New York Life Investment Management LLC | 0.01% | Add +5.4% | 10,870 | $1.0M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 10,749 | $1.0M |
| Pinnbrook Capital Management LP | 0.65% | New | 10,390 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -36.0% | 10,178 | $998K |
| Landscape Capital Management, L.L.C. | 0.09% | Add +38.0% | 10,328 | $996K |
| Prudential Financial Inc. | 0.00% | Add +0.6% | 9,892 | $954K |
| Neo Ivy Capital Management | 0.30% | New | 9,730 | $939K |
| Brasada Capital Management, LP | 0.19% | Reduce -33.0% | 10,520 | $933K |
| &partners | 0.01% | Add +10.7% | 9,566 | $926K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +4.4% | 9,556 | $922K |
| Hantz Financial Services, Inc. | 0.02% | Add +0.4% | 9,255 | $893K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 9,214 | $889K |
| TD Asset Management Inc | 0.00% | Reduce -64.5% | 9,104 | $878K |
| Friedenthal Financial | 0.52% | Add +17.9% | 9,055 | $874K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 8,985 | $867K |
| Quadrature Capital Ltd | 0.02% | Add +10.3% | 8,813 | $850K |
| D. E. Shaw & Co. | 0.00% | New | 8,731 | $842K |
| Gabelli Funds LLC | 0.01% | No change | 8,500 | $820K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -11.1% | 8,482 | $818K |
| Quadrant Capital Group LLC | 0.03% | Add +124.6% | 8,287 | $800K |
| Polymer Capital Management (US) LLC | 0.24% | New | 8,171 | $788K |
| Invst, LLC | 0.11% | Reduce -29.4% | 8,169 | $788K |
| Dark Forest Capital Management LP | 0.04% | Reduce -4.4% | 8,120 | $783K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,916 | $764K |
| Securian Asset Management, Inc. | 0.02% | Add +4.8% | 7,695 | $742K |
| Axq Capital, LP | 0.30% | New | 7,693 | $742K |
| Bokf, NA | 0.01% | New | 7,661 | $739K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -0.0% | 7,132 | $703K |
| US Bancorp \de | 0.00% | Add +60.0% | 7,203 | $695K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.6% | 7,104 | $687K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -14.2% | 7,093 | $684K |
| VestGen Investment Management | 0.51% | Reduce -4.3% | 7,052 | $680K |
| Man Group plc | 0.00% | Reduce -31.5% | 6,878 | $664K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -12.9% | 6,863 | $662K |
| Jump Financial, LLC | 0.01% | New | 6,855 | $661K |
| Caprock Group, LLC | 0.02% | Reduce -1.6% | 6,715 | $653K |
| Palo Duro Investment Partners, LP | 0.19% | Add +26.2% | 6,609 | $638K |
| Blair William & Co. | 0.00% | Reduce -0.1% | 6,505 | $628K |
| United Services Automobile Association | 0.02% | New | 6,383 | $618K |
| Lindbrook Capital, LLC | 0.06% | Reduce -40.0% | 6,392 | $617K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +98.7% | 6,386 | $616K |
| Guggenheim Capital LLC | 0.01% | Reduce -3.9% | 6,336 | $611K |
| Modern Wealth Management, LLC | 0.02% | Reduce -0.9% | 6,294 | $607K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +10.4% | 6,247 | $603K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,218 | $600K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 6,143 | $598K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.2% | 6,087 | $587K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.5% | 6,064 | $585K |
| Savant Capital, LLC | 0.00% | Reduce -14.5% | 6,014 | $580K |
| Metis Global Partners, LLC | 0.02% | Add +7.3% | 6,006 | $579K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -7.4% | 5,960 | $575K |
| SS&H Financial Advisors, Inc. | 0.21% | No change | 5,900 | $569K |
| TFG Advisers LLC | 0.21% | Add +0.9% | 5,878 | $567K |
| Captrust Financial Advisors | 0.00% | Add +16.6% | 5,871 | $566K |
| Elm3 Financial Group, LLC | 0.50% | Reduce -5.5% | 5,839 | $563K |
| FSA Advisors, Inc. | 0.44% | Add +148.3% | 5,736 | $553K |
| Sterling Capital Management LLC | 0.01% | Reduce -2.6% | 5,603 | $541K |
| Parallel Advisors, LLC | 0.01% | Reduce -6.8% | 5,580 | $538K |
| GTS Securities LLC | 0.02% | New | 5,457 | $526K |
| Utah Retirement Systems | 0.01% | Add +3.9% | 5,401 | $521K |
| Sherbrooke Park Advisers LLC | 0.24% | New | 5,340 | $515K |
| Merit Financial Group, LLC | 0.01% | Add +15.1% | 5,308 | $512K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.7% | 5,281 | $510K |
| Sculati Wealth Management, LLC | 0.21% | No change | 5,254 | $507K |
| PFG Investments, LLC | 0.03% | Reduce -1.1% | 5,209 | $503K |
| iSAM Funds (UK) Ltd | 0.24% | New | 5,134 | $495K |
| NorthCoast Asset Management LLC | 0.00% | Add +32.3% | 5,118 | $494K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -1.8% | 5,104 | $492K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -0.7% | 5,078 | $490K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -3.6% | 4,980 | $480K |
| Private Advisor Group, LLC | 0.00% | Reduce -21.3% | 4,881 | $471K |
| Krane Funds Advisors LLC | 0.01% | Add +7.5% | 4,784 | $462K |
| Independent Advisor Alliance | 0.01% | Add +2.5% | 4,713 | $455K |
| AXA S.A. | 0.00% | Reduce -13.6% | 4,690 | $452K |
| Florida Financial Advisors, LLC | 0.18% | New | 4,648 | $448K |
| M&T Bank Corp | 0.00% | Reduce -20.3% | 4,554 | $439K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.2% | 4,525 | $437K |
| Castleark Management LLC | 0.02% | Add +26.6% | 4,520 | $436K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +85.0% | 4,460 | $430K |
| Inceptionr LLC | 0.13% | New | 4,377 | $422K |
| Brighton Securities Corp. | 0.20% | Reduce -21.6% | 4,330 | $418K |
| KBC Group NV | 0.00% | Add +2.0% | 4,319 | $417K |
| Cwm, LLC | 0.00% | Add +18.9% | 4,201 | $405K |
| Aristeia Capital, L.L.C. | 0.03% | New | 4,157 | $401K |
| Two Sigma Securities, LLC | 0.06% | New | 4,138 | $399K |
| Mason Investment Advisory Services, Inc. | 0.02% | New | 4,118 | $397K |
| First Citizens Bank & Trust Co. | 0.01% | Add +1.3% | 4,077 | $393K |
| M1 Capital Management LLC | 0.25% | Add +0.1% | 4,072 | $393K |
| GAMMA Investing LLC | 0.03% | Add +1.5% | 4,045 | $390K |
| HB Wealth Management, LLC | 0.00% | Add +32.8% | 3,995 | $385K |
| Impact Capital Partners LLC | 0.14% | Reduce -0.5% | 3,990 | $385K |
| Burns Matteson Capital Management, LLC | 0.21% | Reduce -47.3% | 3,953 | $381K |
| Forum Financial Management, LP | 0.01% | Add +16.5% | 3,952 | $381K |
| Legacy Capital Group California, Inc. | 0.13% | Add +16.4% | 3,924 | $379K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1381.3% | 3,807 | $367K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -6.6% | 3,788 | $365K |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.8% | 3,735 | $360K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -8.6% | 3,623 | $350K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,623 | $350K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +5.6% | 3,609 | $348K |
| Shelton Capital Management | 0.01% | Reduce -2.6% | 3,565 | $344K |
| Tidal Investments LLC | 0.00% | Reduce -76.8% | 3,504 | $338K |
| Hardy Reed LLC | 0.03% | No change | 3,300 | $318K |
| Manchester Capital Management LLC | 0.04% | Add +22.5% | 3,295 | $318K |
| Legacy Wealth Asset Management, LLC | 0.09% | New | 3,263 | $315K |
| MQS Management LLC | 0.18% | New | 3,248 | $313K |
| Evergreen Capital Management LLC | 0.01% | Add +0.8% | 3,211 | $313K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -50.1% | 3,239 | $312K |
| Wedmont Private Capital | 0.02% | Add +5.6% | 3,318 | $308K |
| CIBC Asset Management Inc | 0.00% | Add +2.2% | 3,170 | $306K |
| Norden Group LLC | 0.03% | New | 3,144 | $303K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.5% | 3,107 | $300K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.8% | 3,014 | $291K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.9% | 3,010 | $290K |
| Tiaa Trust, National Association | 0.00% | Reduce -7.9% | 3,005 | $290K |
| Keybank National Association | 0.00% | Reduce -3.3% | 2,979 | $287K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -4.1% | 2,922 | $282K |
| Hudson Value Partners, LLC | 0.11% | New | 2,901 | $280K |
| Lakeshore Financial Planning, Inc. | 0.12% | Add +0.0% | 2,869 | $277K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.1% | 2,854 | $275K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,840 | $274K |
| Fifth Third Bancorp | 0.00% | Add +2.1% | 2,814 | $271K |
| Parcion Private Wealth LLC | 0.02% | No change | 2,746 | $265K |
| Advance Capital Management, Inc. | 0.01% | Reduce -7.8% | 2,742 | $265K |
| Pinnacle Wealth Management Group, Inc. | 0.18% | No change | 2,741 | $264K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,727 | $263K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 2,718 | $262K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.8% | 2,685 | $259K |
| OneAscent Investment Solutions LLC | 0.31% | — | 2,662 | $257K |
| Magnetar Financial LLC | 0.00% | New | 2,643 | $255K |
| ELCO Management Co., LLC | 0.14% | Add +18.0% | 2,625 | $253K |
| Nemes Rush Group LLC | 0.03% | Add +79.2% | 2,616 | $252K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,525 | $244K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -67.3% | 2,513 | $242K |
| XML Financial, LLC | 0.02% | No change | 2,503 | $241K |
| Ballentine Partners, LLC | 0.00% | Add +4.8% | 2,498 | $241K |
| Profund Advisors LLC | 0.01% | Add +2.9% | 2,476 | $239K |
| True Link Financial Advisors, LLC | 0.02% | New | 2,471 | $238K |
| Secure Asset Management, LLC | 0.05% | Add +6.8% | 2,470 | $238K |
| Gsa Capital Partners LLP | 0.02% | Reduce -13.2% | 2,456 | $237K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +1.6% | 2,428 | $234K |
| Applied Finance Capital Management, LLC | 0.02% | Add +6.5% | 2,410 | $233K |
| International Assets Investment Management, LLC | 0.02% | Reduce -5.8% | 2,402 | $232K |
| Rehmann Capital Advisory Group | 0.01% | New | 2,381 | $230K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,363 | $228K |
| West Michigan Advisors, LLC | 0.07% | New | 2,322 | $226K |
| William Mack & Associates, Inc. | 0.19% | Reduce -0.3% | 2,335 | $225K |
| Morton Community Bank | 0.06% | Reduce -51.1% | 2,300 | $222K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -8.4% | 2,298 | $222K |
| Citizens Financial Group Inc. | 0.00% | Add +0.1% | 2,266 | $220K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 2,269 | $219K |
| Greenleaf Trust | 0.00% | Reduce -0.3% | 2,252 | $217K |
| CI Investments Inc. | 0.00% | Add +0.9% | 2,251 | $217K |
| Hummer Financial Advisory Services Inc | 0.17% | New | 2,205 | $215K |
| Greenland Capital Management LP | 0.04% | New | 2,210 | $213K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -16.5% | 2,208 | $213K |
| Finward Bancorp | 0.18% | No change | 2,185 | $211K |
| WNY Asset Management, LLC | 0.03% | No change | 2,179 | $210K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 2,178 | $210K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.3% | 2,178 | $210K |
| Forefront Wealth Management Inc. | 0.19% | Reduce -2.2% | 2,176 | $210K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,163 | $209K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,153 | $208K |
| Agf Management Ltd. | 0.00% | New | 2,152 | $208K |
| Prelude Capital Management, LLC | 0.02% | Reduce -11.4% | 2,083 | $201K |
| Strategy Asset Managers LLC | 0.04% | Reduce -2.4% | 2,074 | $200K |
| Stephens Consulting, LLC | 0.05% | No change | 2,059 | $199K |
| Jones Financial Companies LLLP | 0.00% | Add +154.0% | 1,951 | $189K |
| Huntington National Bank | 0.00% | Add +1.1% | 1,890 | $182K |
| SJS Investment Consulting Inc. | 0.03% | Add +0.1% | 1,851 | $179K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -6.0% | 1,679 | $162K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 1,602 | $159K |
| CENTRAL TRUST Co | 0.00% | No change | 1,621 | $156K |
| IFP Advisors, Inc | 0.00% | Add +27.4% | 1,601 | $155K |
| Midwest Capital Advisors, LLC | 0.09% | No change | 1,576 | $152K |
| Blue Trust, Inc. | 0.00% | Add +38.9% | 1,547 | $149K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.7% | 1,495 | $147K |
| NBT Bank, N.A. | 0.01% | No change | 1,502 | $145K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.1% | 1,494 | $144K |
| First Horizon Advisors, Inc. | 0.00% | Add +23.8% | 1,439 | $139K |
| Brooklyn Investment Group | 0.03% | Add +145.0% | 1,208 | $117K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 1,165 | $112K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.2% | 1,135 | $109K |
| SVB Wealth LLC | 0.00% | New | 1,076 | $104K |
| North Star Investment Management Corp. | 0.01% | Reduce -9.8% | 1,072 | $103K |
| MCF Advisors LLC | 0.01% | No change | 1,005 | $98K |
| Caitong International Asset Management Co., Ltd | 0.06% | New | 840 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.4% | 840 | $81K |
| GeoWealth Management, LLC | 0.00% | Reduce -43.2% | 839 | $81K |
| Burkett Financial Services, LLC | 0.03% | Add +0.6% | 790 | $76K |
| Larson Financial Group LLC | 0.00% | Add +14.5% | 782 | $75K |
| Delta Asset Management LLC | 0.01% | Reduce -2.2% | 764 | $74K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.9% | 730 | $70K |
| Webster Bank, N. A. | 0.01% | No change | 725 | $70K |
| UMB Bank, n.a. | 0.00% | Add +50.3% | 723 | $70K |
| Covestor Ltd | 0.05% | Reduce -45.9% | 718 | $69K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $66K |
| Rothschild Investment LLC | 0.00% | No change | 678 | $65K |
| Clearstead Advisors, LLC | 0.00% | No change | 632 | $61K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 631 | $61K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 606 | $58K |
| Allworth Financial LP | 0.00% | Add +3.0% | 576 | $57K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -36.7% | 570 | $55K |
| Quent Capital, LLC | 0.01% | Reduce -25.7% | 537 | $52K |
| Crews Bank & Trust | 0.01% | No change | 533 | $51K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $48K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $48K |
| Versant Capital Management, Inc | 0.01% | Add +130.2% | 488 | $47K |
| Pacific Center for Financial Services | 0.01% | No change | 459 | $44K |
| Bessemer Group Inc. | 0.00% | Add +44.0% | 442 | $43K |
| Lazard Asset Management LLC | 0.00% | Reduce -70.4% | 455 | $43K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Add +39.3% | 436 | $42K |
| Private Trust Co. NA | 0.00% | Add +4.8% | 433 | $42K |
| Gen-Wealth Partners Inc | 0.02% | No change | 417 | $40K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -4.8% | 415 | $40K |
| Concord Wealth Partners | 0.01% | No change | 410 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -19.6% | 409 | $39K |
| Spire Wealth Management | 0.00% | Reduce -70.8% | 405 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 380 | $38K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -78.6% | 381 | $37K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -0.8% | 364 | $35K |
| V-Square Quantitative Management LLC | 0.01% | No change | 363 | $35K |
| Sound Income Strategies, LLC | 0.00% | No change | 337 | $33K |
| American National Bank & Trust | 0.00% | Reduce -23.3% | 335 | $32K |
| Kestra Investment Management, LLC | 0.00% | New | 320 | $31K |
| Atticus Wealth Management, LLC | 0.01% | No change | 317 | $31K |
| LRI Investments, LLC | 0.00% | No change | 311 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.7% | 308 | $30K |
| Twin Tree Management, LP | 0.00% | New | 302 | $29K |
| Rise Advisors, LLC | 0.01% | Reduce -16.8% | 282 | $27K |
| AllSquare Wealth Management LLC | 0.02% | No change | 273 | $26K |
| Mather Group, Llc. | 0.00% | Add +7.2% | 268 | $26K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 268 | $26K |
| Alpine Bank Wealth Management | 0.00% | — | 265 | $26K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | New | 256 | $25K |
| 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 | $24K |
| Godsey & Gibb, Inc. | 0.00% | No change | 250 | $24K |
| Logan Capital Management Inc. | 0.00% | No change | 250 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 249 | $24K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.0% | 243 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | New | 240 | $23K |
| Natixis | 0.00% | New | 226 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 220 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 215 | $21K |
| Macquarie Group Ltd. | 0.00% | New | 213 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 201 | $19K |
| Dakota Community Bank & Trust NA | 0.09% | No change | 200 | $19K |
| Bank of New Hampshire | 0.01% | New | 200 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 200 | $19K |
| WASHINGTON TRUST Co | 0.00% | No change | 200 | $19K |
| Continuum Advisory, LLC | 0.00% | Reduce -24.1% | 199 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 181 | $17K |
| Headlands Technologies LLC | 0.00% | New | 181 | $17K |
| Ridgewood Investments LLC | 0.01% | No change | 176 | $17K |
| Centennial Bank | 0.01% | No change | 175 | $17K |
| Toth Financial Advisory Corp. | 0.00% | No change | 174 | $17K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 168 | $16K |
| Amundi | 0.00% | Reduce -99.0% | 161 | $15K |
| Bayforest Capital Ltd | 0.01% | Reduce -80.1% | 156 | $15K |
| TruNorth Capital Management, LLC | 0.00% | No change | 150 | $14K |
| Coastline Trust Co | 0.00% | No change | 150 | $14K |
| Heritage Wealth Advisors | 0.00% | No change | 150 | $14K |
| HM Payson & Co. | 0.00% | No change | 150 | $14K |
| AlphaQuest LLC | 0.00% | New | 147 | $14K |
| Mattson Financial Services, LLC | 0.00% | No change | 146 | $14K |
| Hemington Wealth Management | 0.00% | Add +31.5% | 146 | $14K |
| WFA Asset Management Corp | 0.01% | Reduce -3.0% | 227 | $14K |
| Assetmark, Inc. | 0.00% | Add +21.6% | 135 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.1% | 131 | $13K |
| Hughes Financial Services, LLC | 0.00% | New | 124 | $12K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 125 | $12K |
| Caldwell Trust Co | 0.00% | No change | 125 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 117 | $11K |
| Richardson Financial Services Inc. | 0.01% | Add +59.7% | 115 | $11K |
| Beacon Capital Management, LLC | 0.00% | No change | 115 | $11K |
| Tsfg, LLC | 0.00% | No change | 117 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 98 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 90 | $9K |
| Smithfield Trust Co | 0.00% | No change | 87 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 93 | $9K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -6.4% | 88 | $8K |
| Grove Bank & Trust | 0.00% | Add +183.9% | 88 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 87 | $8K |
| 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 |
| N.E.W. Advisory Services LLC | 0.00% | New | 72 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 71 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +66.7% | 70 | $7K |
| WPG Advisers, LLC | 0.01% | No change | 68 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 68 | $7K |
| Breakwater Investment Management | 0.00% | No change | 64 | $6K |
| Horizon Bancorp Inc. | 0.00% | No change | 66 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 61 | $6K |
| BankPlus Trust Department | 0.00% | No change | 60 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 58 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 58 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $5K |
| 1 North Wealth Services LLC | 0.00% | New | 50 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $5K |
| Quarry LP | 0.00% | New | 50 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -88.4% | 50 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 50 | $5K |
| Eastern Bank | 0.00% | New | 50 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $5K |
| True Wealth Design, LLC | 0.00% | Add +200.0% | 45 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $4K |
| Meeder Asset Management Inc. | 0.00% | New | 45 | $4K |
| Albion Financial Group | 0.00% | No change | 45 | $4K |
| Clean Yield Group | 0.00% | No change | 42 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Add +252.5% | 141 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 40 | $4K |
| Luminist Capital LLC | 0.00% | No change | 37 | $4K |
| Bellwether Advisors, LLC | 0.00% | No change | 36 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 34 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 32 | $3K |
| Avion Wealth | 0.00% | No change | 40 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -50.0% | 30 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 27 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 24 | $2K |
| Sachetta, LLC | 0.00% | No change | 23 | $2K |
| Core Alternative Capital | 0.00% | No change | 22 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 20 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +125.0% | 18 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +6.7% | 16 | $2K |
| SouthState Bank Corp | 0.00% | New | 15 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 15 | $1K |
| Rossby Financial, LCC | 0.00% | New | 14 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 13 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 12 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| Binnacle Investments Inc | 0.00% | — | 11 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 10 | $965 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $965 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 9 | $876 |
| Bare Financial Services, Inc | 0.00% | New | 8 | $772 |
| Greenline Partners, LLC | 0.00% | New | 6 | $579 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $483 |
| Truvestments Capital LLC | 0.00% | No change | 5 | $482 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 5 | $465 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $390 |
| NewSquare Capital LLC | 0.00% | Reduce -20.0% | 4 | $386 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $291 |
| American Capital Advisory, LLC | 0.00% | New | 3 | $290 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $290 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $289 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 2 | $192 |
"% of holder's portfolio" is DTM's weight in each manager's 13F, not the share of DT Midstream Inc. the manager owns.