DT MidstreamDTM
13F holders, Q2 2025 (June 30)609holders +5
70new positions
69sold out
7famous investors
$109.93avg. 13F price*
At the end of Q2 2025, 609 institutions reported holding DT Midstream Inc. (DTM) in their 13F filings, up 5 from Q1 2025. 70 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($1.2B), BlackRock, Inc. ($1.2B) and Blackstone Inc. ($395.6M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $334.5M |
| Exits | 69 | $212.5M |
All 13F filers, Q1 2025 → Q2 2025: 8,563,036 shares bought and 6,680,109 shares sold, net +1,882,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 609 holders
| Vanguard Group Inc. | 0.02% | Add +1.6% | 11,351,778 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +2.3% | 10,867,765 | $1.2B |
| Blackstone Inc. | 1.78% | Add +11.2% | 3,598,913 | $395.6M |
| State Street Corp. | 0.01% | Reduce -2.3% | 3,499,824 | $387.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +5.7% | 2,936,986 | $322.8M |
| Deutsche Bank AG | 0.12% | Add +2.4% | 2,872,927 | $315.8M |
| Neuberger Berman Group LLC | 0.22% | Add +11.4% | 2,626,583 | $288.7M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -15.5% | 2,568,845 | $282.3M |
| Tortoise Capital Advisors, L.L.C. | 3.67% | Add +61.9% | 2,562,007 | $281.6M |
| Geode Capital Management, LLC | 0.02% | Add +0.0% | 2,253,234 | $247.7M |
| 59 North Capital Management, LP | 8.10% | New | 2,063,116 | $226.8M |
| Invesco Ltd. | 0.03% | Add +15.4% | 1,664,052 | $182.9M |
| Citadel Advisors | 0.15% | Reduce -8.6% | 1,590,618 | $174.8M |
| Norges Bank | 0.02% | Add +5.3% | 1,307,824 | $143.7M |
| Capital Research Global Investors | 0.03% | Add +10.1% | 1,247,358 | $137.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.24% | Reduce -8.6% | 1,130,917 | $124.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.4% | 1,120,593 | $123.2M |
| Westwood Holdings Group Inc. | 0.87% | Add +2.9% | 1,086,517 | $119.4M |
| Energy Income Partners, LLC | 2.17% | Add +29.6% | 1,006,222 | $110.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.7% | 999,257 | $109.8M |
| Morgan Stanley | 0.01% | Reduce -6.3% | 959,552 | $105.5M |
| Northern Trust Corp. | 0.01% | Reduce -22.3% | 899,494 | $98.9M |
| Franklin Resources Inc. | 0.03% | Add +1.5% | 881,898 | $96.9M |
| Kayne Anderson Capital Advisors LP | 2.24% | Add +28.9% | 873,199 | $96.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.9% | 808,198 | $88.0M |
| Bank of America Corp. | 0.01% | Add +41.7% | 754,518 | $82.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 5.00% | Reduce -0.3% | 748,300 | $82.2M |
| Aventail Capital Group, LP | 3.42% | No change | 700,202 | $77.0M |
| Reaves W H & Co. Inc. | 1.70% | Reduce -7.6% | 698,447 | $76.8M |
| Bahl & Gaynor LLC | 0.31% | Add +31.1% | 554,318 | $60.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.12% | Add +11.4% | 484,469 | $53.2M |
| Eagle Global Advisors LLC | 2.07% | Reduce -4.3% | 464,395 | $51.0M |
| Duff & Phelps Investment Management Co. | 0.59% | Add +19.0% | 458,299 | $50.4M |
| California Public Employees Retirement System | 0.03% | Reduce -6.0% | 400,976 | $44.1M |
| UBS Group AG | 0.01% | Reduce -35.5% | 399,562 | $43.9M |
| CIBC Private Wealth Group LLC | 0.08% | Reduce -28.5% | 383,010 | $42.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +38.4% | 382,351 | $42.0M |
| AQR Capital Management | 0.03% | Reduce -55.0% | 361,849 | $39.8M |
| Brookfield Corp | 0.05% | Add +3.4% | 356,484 | $39.2M |
| Recurrent Investment Advisors LLC | 3.12% | Add +0.2% | 350,928 | $38.6M |
| ProShare Advisors LLC | 0.08% | Add +23.4% | 349,865 | $38.5M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -15.5% | 348,454 | $38.3M |
| Merewether Investment Management, LP | 1.08% | Add +810.1% | 342,200 | $37.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 2.04% | Reduce -1.2% | 341,477 | $37.5M |
| Clean Energy Transition LLP | 3.49% | Add +84.7% | 324,763 | $35.7M |
| Chickasaw Capital Management LLC | 1.37% | Add +0.8% | 313,368 | $34.4M |
| First Trust Advisors LP | 0.03% | Reduce -5.1% | 308,357 | $33.9M |
| Nuveen, LLC | 0.01% | Reduce -12.0% | 305,709 | $33.6M |
| Barclays PLC | 0.01% | Add +5.7% | 301,716 | $33.2M |
| Rhumbline Advisers | 0.03% | Reduce -0.8% | 288,431 | $31.7M |
| Principal Financial Group Inc. | 0.02% | Add +7.0% | 283,144 | $31.1M |
| Legal & General Group Plc | 0.01% | Reduce -3.7% | 274,031 | $30.1M |
| Jain Global LLC | 0.47% | New | 262,511 | $28.9M |
| Bridgewater Associates | 0.11% | Reduce -3.0% | 255,907 | $28.1M |
| Holocene Advisors, LP | 0.07% | Add +209.4% | 254,450 | $28.0M |
| Focus Partners Wealth | 0.06% | Add +0.3% | 249,084 | $27.4M |
| Retirement Systems of Alabama | 0.10% | Add +0.3% | 244,567 | $26.9M |
| Fractal Investments LLC | 3.62% | Add +132.6% | 230,999 | $25.4M |
| Jennison Associates LLC | 0.01% | Add +7.2% | 228,720 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 228,248 | $25.1M |
| Pacer Advisors, Inc. | 0.07% | Add +1.8% | 227,187 | $25.0M |
| Alps Advisors Inc. | 0.14% | Reduce -7.9% | 214,240 | $23.5M |
| Gotham Asset Management | 0.14% | Add +8.3% | 209,283 | $23.0M |
| Verition Fund Management LLC | 0.14% | Add +481.5% | 208,001 | $22.9M |
| Swiss National Bank | 0.01% | Reduce -0.6% | 194,000 | $21.3M |
| Covalis Capital LLP | 2.49% | Add +5.8% | 179,520 | $19.7M |
| Bank of Montreal | 0.01% | Reduce -58.5% | 178,070 | $19.6M |
| Eventide Asset Management, LLC | 0.34% | Add +1.9% | 176,545 | $19.4M |
| Hennessy Advisors Inc. | 0.64% | Add +2.5% | 173,440 | $19.1M |
| Catalyst Capital Advisors LLC | 0.38% | Add +17.9% | 169,810 | $18.7M |
| Miller Howard Investments Inc. | 0.59% | Reduce -6.0% | 168,482 | $18.5M |
| Two Sigma Advisers, LP | 0.04% | Add +52.0% | 163,400 | $18.0M |
| Sourcerock Group LLC | 0.92% | Reduce -23.2% | 160,591 | $17.7M |
| Voya Investment Management LLC | 0.02% | Reduce -1.7% | 156,134 | $17.2M |
| Clearbridge Investments, LLC | 0.01% | Reduce -4.5% | 151,364 | $16.6M |
| Yaupon Capital Management LP | 1.09% | Reduce -31.3% | 148,825 | $16.4M |
| Alliancebernstein L.P. | 0.01% | Add +12.4% | 147,052 | $16.2M |
| Two Sigma Investments, LP | 0.03% | Reduce -25.9% | 139,966 | $15.4M |
| Cohen & Steers, Inc. | 0.03% | New | 131,326 | $14.4M |
| LPL Financial LLC | 0.00% | Add +14.0% | 124,777 | $13.7M |
| Susquehanna Portfolio Strategies, LLC | 0.30% | New | 124,488 | $13.7M |
| Crawford Investment Counsel Inc. | 0.24% | Reduce -10.7% | 123,838 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.5% | 122,770 | $13.5M |
| Intech Investment Management LLC | 0.12% | Add +67.3% | 120,664 | $13.3M |
| New York State Teachers Retirement System | 0.03% | No change | 120,093 | $13.2M |
| Voloridge Investment Management, LLC | 0.05% | Add +213.1% | 118,918 | $13.1M |
| Wellington Management Group LLP | 0.00% | New | 109,417 | $12.0M |
| Exchange Traded Concepts, LLC | 0.15% | Reduce -2.9% | 108,305 | $11.9M |
| Ceredex Value Advisors LLC | 0.25% | New | 105,000 | $11.5M |
| Freestone Grove Partners LP | 0.09% | Add +8.8% | 104,865 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Add +16.9% | 102,499 | $11.3M |
| Thornburg Investment Management Inc. | 0.14% | Add +16.9% | 100,684 | $11.1M |
| Victory Capital Management Inc. | 0.01% | Add +2.5% | 99,997 | $11.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +1.1% | 97,663 | $10.7M |
| Maryland State Retirement & Pension System | 0.23% | Add +6.7% | 96,483 | $10.6M |
| California State Teachers Retirement System | 0.01% | Add +0.3% | 93,791 | $10.3M |
| Acadian Asset Management LLC | 0.02% | Add +31.1% | 89,558 | $9.8M |
| Tribune Investment Group LP | 4.65% | Add +65.4% | 86,000 | $9.5M |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 85,432 | $9.4M |
| Baird Financial Group, Inc. | 0.02% | Reduce -13.8% | 82,561 | $9.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.3% | 78,212 | $8.6M |
| Waratah Capital Advisors Ltd. | 0.55% | Add +94.9% | 74,067 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.5% | 73,560 | $8.1M |
| Jane Street Group, LLC | 0.01% | Reduce -81.9% | 72,677 | $8.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -11.6% | 70,095 | $7.7M |
| Ancora Advisors LLC | 0.16% | Add +0.6% | 69,402 | $7.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -17.8% | 69,087 | $7.6M |
| Dorsey Wright & Associates | 1.65% | Add +2.6% | 63,188 | $6.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.1% | 62,950 | $6.9M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -23.8% | 62,650 | $6.9M |
| ExodusPoint Capital Management, LP | 0.08% | Reduce -32.0% | 61,534 | $6.8M |
| FMR LLC | 0.00% | Add +4.0% | 60,773 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Add +1.1% | 60,462 | $6.6M |
| Empowered Funds, LLC | 0.07% | Reduce -1.7% | 59,827 | $6.6M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 59,582 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +53.5% | 55,979 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 55,336 | $6.1M |
| Teacher Retirement System of Texas | 0.03% | Add +3.6% | 54,988 | $6.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -2.8% | 54,702 | $6.0M |
| Candelo Capital Management LP | 5.63% | Reduce -0.0% | 53,538 | $5.9M |
| Lanark Financial, Inc. | 0.48% | Reduce -4.9% | 53,028 | $5.8M |
| Sei Investments Co. | 0.01% | Add +6.0% | 52,192 | $5.7M |
| Edgestream Partners, L.P. | 0.15% | Reduce -62.1% | 50,662 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -3.1% | 50,521 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +9.1% | 50,237 | $5.5M |
| Burkehill Global Management, LP | 0.41% | Reduce -33.3% | 50,000 | $5.5M |
| Fort Washington Investment Advisors Inc. | 0.03% | New | 47,466 | $5.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.8% | 47,389 | $5.2M |
| American Century Companies Inc. | 0.00% | Reduce -32.4% | 46,696 | $5.1M |
| Amalgamated Bank | 0.04% | Add +0.4% | 46,614 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.2% | 45,808 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Add +41.7% | 44,424 | $4.9M |
| Janus Henderson Group PLC | 0.00% | Add +0.4% | 44,070 | $4.8M |
| Creative Planning | 0.00% | Add +2.4% | 43,781 | $4.8M |
| Comerica Bank | 0.02% | Reduce -1.7% | 42,891 | $4.7M |
| PDT Partners, LLC | 0.26% | Add +31.1% | 42,525 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -1.1% | 42,195 | $4.6M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +5.6% | 38,752 | $4.3M |
| Citigroup Inc. | 0.00% | Add +30.4% | 37,787 | $4.2M |
| Boothbay Fund Management, LLC | 0.13% | Reduce -25.9% | 37,617 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +18.3% | 37,896 | $4.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -5.4% | 36,609 | $4.0M |
| Glenmede Investment Management, LP | 0.02% | — | 36,168 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +8.6% | 36,037 | $4.0M |
| Mariner, LLC | 0.01% | Reduce -9.4% | 35,953 | $4.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.6% | 34,355 | $3.8M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -0.6% | 33,830 | $3.7M |
| Horizon Investments, LLC | 0.06% | Add +222260.0% | 33,354 | $3.7M |
| Susquehanna Fundamental Investments, LLC | 0.10% | Reduce -30.2% | 33,112 | $3.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.8% | 31,455 | $3.5M |
| Johnson Investment Counsel Inc. | 0.03% | Add +1.0% | 31,308 | $3.4M |
| Vaughan David Investments LLC | 0.08% | Reduce -1.0% | 30,662 | $3.4M |
| Millennium Management | 0.00% | Reduce -91.4% | 29,887 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +2.6% | 29,648 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 29,270 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 29,239 | $3.2M |
| Gallo Partners, LP | 2.09% | New | 29,132 | $3.2M |
| Algert Global LLC | 0.07% | Add +110.0% | 29,090 | $3.2M |
| Louisiana State Employees Retirement System | 0.06% | Add +0.7% | 28,600 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +17.4% | 28,225 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -19.3% | 27,723 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.9% | 27,416 | $3.0M |
| Shilanski & Associates, Inc. | 0.85% | Add +1.2% | 27,102 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +9.0% | 26,789 | $2.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +7.8% | 26,102 | $2.9M |
| Premier Fund Managers Ltd | 0.10% | Reduce -13.3% | 26,000 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.2% | 25,533 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -26.9% | 25,427 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +16.0% | 25,291 | $2.8M |
| STRS Ohio | 0.01% | Add +4.2% | 25,241 | $2.8M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -88.2% | 25,216 | $2.8M |
| New Age Alpha Advisors, LLC | 0.12% | Add +19.2% | 25,181 | $2.8M |
| State of Michigan Retirement System | 0.01% | Add +0.8% | 24,455 | $2.7M |
| Vident Advisory, LLC | 0.03% | Reduce -8.4% | 24,400 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +44.3% | 24,258 | $2.7M |
| Campbell & CO Investment Adviser LLC | 0.17% | New | 24,202 | $2.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.7% | 22,683 | $2.5M |
| City Holding Co. | 0.32% | Add +14.9% | 22,526 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.3% | 21,700 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -21.0% | 21,090 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 20,932 | $2.3M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +1.0% | 20,775 | $2.3M |
| Commerce Bank | 0.01% | No change | 20,091 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.9% | 19,884 | $2.2M |
| New Mexico Educational Retirement Board | 0.07% | No change | 19,748 | $2.2M |
| Vestcor Inc | 0.06% | No change | 19,187 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +11.7% | 19,027 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +379.9% | 18,271 | $2.0M |
| Williamson Legacy Group, LLC | 1.68% | Add +7.5% | 18,142 | $2.0M |
| Blue Chip Partners, LLC | 0.16% | Add +1.6% | 17,610 | $1.9M |
| Bernard Wealth Management Corp. | 0.88% | Add +3.0% | 17,344 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +179.2% | 16,928 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 16,713 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.9% | 16,477 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -22.3% | 16,342 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.3% | 15,971 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +18.3% | 15,862 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -23.4% | 15,536 | $1.7M |
| Quantinno Capital Management LP | 0.01% | Add +37.6% | 15,431 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +21.3% | 15,363 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.3% | 15,154 | $1.7M |
| Bright Rock Capital Management, LLC | 0.33% | No change | 15,000 | $1.6M |
| Bridgewater Advisors Inc. | 0.12% | Reduce -2.5% | 16,147 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -0.3% | 14,634 | $1.6M |
| Cookson Peirce & Co. Inc. | 0.07% | Add +7.6% | 14,628 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +9.5% | 15,645 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.17% | Reduce -0.7% | 14,276 | $1.6M |
| FORA Capital, LLC | 0.17% | Reduce -55.3% | 14,031 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +5.5% | 14,012 | $1.5M |
| CoreCap Advisors, LLC | 0.06% | Reduce -2.2% | 13,794 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +1.1% | 13,784 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Add +234.4% | 13,632 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +34.3% | 13,283 | $1.5M |
| Hancock Whitney Corp. | 0.03% | Add +12.4% | 13,065 | $1.4M |
| Xponance LLC | 0.01% | Add +2.3% | 12,814 | $1.4M |
| Florida Financial Advisors, LLC | 0.34% | Add +175.9% | 12,822 | $1.4M |
| Picton Mahoney Asset Management | 0.02% | New | 12,529 | $1.4M |
| Castleark Management LLC | 0.04% | Add +173.7% | 12,370 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +70.6% | 12,098 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.8% | 11,978 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.8% | 12,412 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -0.4% | 11,833 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +4.6% | 11,759 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.9% | 11,715 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.2% | 12,215 | $1.3M |
| Gilliland Jeter Wealth Management LLC | 0.40% | No change | 11,212 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -63.1% | 11,121 | $1.2M |
| Sit Investment Associates Inc. | 0.03% | No change | 10,875 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 10,749 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Reduce -2.0% | 10,652 | $1.2M |
| Brasada Capital Management, LP | 0.20% | Add +2.8% | 10,814 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 9,953 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Add +19.4% | 9,894 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.8% | 10,357 | $1.1M |
| Point72 Asset Management | 0.00% | Reduce -97.4% | 9,767 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +11.6% | 9,745 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.3% | 9,684 | $1.1M |
| Hantz Financial Services, Inc. | 0.02% | Add +3.1% | 9,540 | $1.0M |
| Wedge Capital Management L L P | 0.02% | Reduce -24.4% | 9,473 | $1.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -68.7% | 9,412 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.7% | 9,319 | $1.0M |
| Versor Investments LP | 0.18% | New | 9,106 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +186.7% | 8,642 | $950K |
| Gabelli Funds LLC | 0.01% | No change | 8,500 | $934K |
| Axq Capital, LP | 0.30% | Add +8.8% | 8,366 | $920K |
| Inspire Investing, LLC | 0.10% | New | 8,112 | $892K |
| Mackenzie Financial Corp. | 0.00% | Reduce -50.9% | 8,072 | $887K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -6.0% | 7,977 | $877K |
| Ethic Inc. | 0.02% | Reduce -80.9% | 8,039 | $875K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,916 | $870K |
| Invst, LLC | 0.11% | Reduce -4.0% | 7,839 | $862K |
| US Bancorp \de | 0.00% | Add +8.7% | 7,831 | $861K |
| Securian Asset Management, Inc. | 0.02% | No change | 7,695 | $846K |
| Bokf, NA | 0.01% | Add +0.2% | 7,676 | $844K |
| &partners | 0.01% | Reduce -21.8% | 7,482 | $822K |
| Brevan Howard Capital Management LP | 0.01% | New | 7,452 | $819K |
| Palo Duro Investment Partners, LP | 0.27% | Add +12.5% | 7,438 | $818K |
| Savant Capital, LLC | 0.01% | Add +22.9% | 7,390 | $812K |
| VestGen Investment Management | 0.58% | Add +4.4% | 7,365 | $809K |
| WNY Asset Management, LLC | 0.09% | Add +232.0% | 7,234 | $795K |
| HighPoint Advisor Group LLC | 0.04% | Add +1.2% | 7,218 | $793K |
| Tidal Investments LLC | 0.01% | Add +103.2% | 7,121 | $783K |
| Modern Wealth Management, LLC | 0.02% | Add +10.4% | 6,950 | $764K |
| Sterling Capital Management LLC | 0.01% | Add +22.1% | 6,840 | $752K |
| Merit Financial Group, LLC | 0.01% | Add +26.5% | 6,715 | $738K |
| Banco BTG Pactual S.A. | 0.15% | New | 6,700 | $736K |
| Metis Global Partners, LLC | 0.02% | Add +10.5% | 6,637 | $729K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -4.2% | 6,575 | $723K |
| Blair William & Co. | 0.00% | Add +1.0% | 6,568 | $722K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +44.7% | 6,549 | $720K |
| Turtle Creek Wealth Advisors, LLC | 0.08% | New | 6,243 | $686K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,218 | $683K |
| Captrust Financial Advisors | 0.00% | Add +3.7% | 6,089 | $669K |
| FSA Advisors, Inc. | 0.54% | Add +5.7% | 6,062 | $666K |
| Harvest Investment Services, LLC | 0.15% | New | 6,007 | $660K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.2% | 5,970 | $656K |
| TFG Advisers LLC | 0.22% | Add +1.1% | 5,941 | $653K |
| SS&H Financial Advisors, Inc. | 0.22% | No change | 5,900 | $648K |
| Parallel Advisors, LLC | 0.01% | Add +5.6% | 5,892 | $648K |
| Independent Advisor Alliance | 0.02% | Add +24.6% | 5,871 | $645K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.9% | 5,850 | $643K |
| Guggenheim Capital LLC | 0.01% | Reduce -9.7% | 5,721 | $629K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.5% | 5,398 | $594K |
| Utah Retirement Systems | 0.01% | No change | 5,401 | $594K |
| SG Americas Securities, LLC | 0.00% | Reduce -69.3% | 5,338 | $587K |
| Elm3 Financial Group, LLC | 0.49% | Reduce -8.8% | 5,324 | $585K |
| Greenland Capital Management LP | 0.08% | Add +140.9% | 5,323 | $585K |
| Sculati Wealth Management, LLC | 0.22% | No change | 5,254 | $577K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +16.8% | 5,209 | $573K |
| PFG Investments, LLC | 0.03% | Reduce -0.7% | 5,173 | $569K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -28.2% | 5,102 | $563K |
| Private Advisor Group, LLC | 0.00% | Add +4.8% | 5,113 | $562K |
| M&T Bank Corp | 0.00% | Add +11.8% | 5,090 | $560K |
| Drucker Wealth 3.0, LLC | 0.11% | New | 5,401 | $551K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.6% | 4,952 | $544K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +34.7% | 4,861 | $534K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -4.4% | 4,854 | $534K |
| AXA S.A. | 0.00% | No change | 4,690 | $515K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -9.1% | 4,639 | $510K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +42.0% | 4,635 | $509K |
| GAMMA Investing LLC | 0.03% | Add +10.1% | 4,453 | $489K |
| Cwm, LLC | 0.00% | Add +4.9% | 4,405 | $484K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.0% | 4,372 | $481K |
| Legacy Capital Group California, Inc. | 0.13% | Add +8.3% | 4,250 | $467K |
| Bayforest Capital Ltd | 0.20% | Add +2560.3% | 4,150 | $456K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 4,118 | $453K |
| Krane Funds Advisors LLC | 0.02% | Reduce -14.6% | 4,087 | $449K |
| M1 Capital Management LLC | 0.23% | Add +0.2% | 4,081 | $448K |
| Inceptionr LLC | 0.10% | Reduce -8.3% | 4,013 | $441K |
| Burns Matteson Capital Management, LLC | 0.21% | Add +1.3% | 4,004 | $440K |
| Impact Capital Partners LLC | 0.14% | Add +0.1% | 3,996 | $439K |
| NewEdge Wealth, LLC | 0.01% | Add +12.2% | 4,189 | $436K |
| Diversified Trust Co. | 0.01% | New | 3,889 | $427K |
| Sigma Investment Counselors Inc. | 0.02% | Add +0.3% | 3,799 | $418K |
| Forum Financial Management, LP | 0.01% | Reduce -5.5% | 3,733 | $410K |
| Morningstar Investment Management LLC | 0.04% | New | 3,731 | $410K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -86.0% | 3,700 | $407K |
| Strategic Investment Advisors / MI | 0.04% | Add +1.9% | 3,690 | $406K |
| Great Lakes Advisors, LLC | 0.00% | New | 3,661 | $402K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.9% | 3,641 | $400K |
| Aigen Investment Management, LP | 0.05% | New | 3,626 | $399K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,623 | $398K |
| Blue Trust, Inc. | 0.00% | Add +133.5% | 3,612 | $397K |
| Shelton Capital Management | 0.01% | No change | 3,565 | $392K |
| Norden Group LLC | 0.04% | Add +9.3% | 3,436 | $378K |
| Secure Asset Management, LLC | 0.07% | Add +38.6% | 3,424 | $376K |
| Hardy Reed LLC | 0.03% | Add +3.0% | 3,398 | $373K |
| Wedmont Private Capital | 0.02% | Add +7.4% | 3,565 | $364K |
| Centaurus Financial, Inc. | 0.02% | New | 3,311 | $364K |
| Manchester Capital Management LLC | 0.05% | No change | 3,295 | $362K |
| Evergreen Capital Management LLC | 0.01% | Add +1.5% | 3,259 | $361K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 3,189 | $351K |
| CIBC Asset Management Inc | 0.00% | No change | 3,170 | $348K |
| Oliver Lagore Vanvalin Investment Group | 0.14% | — | 3,588 | $346K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -3.1% | 3,140 | $345K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -51.0% | 3,132 | $344K |
| Cranbrook Wealth Management, LLC | 0.07% | Add +412.7% | 3,107 | $341K |
| MAI Capital Management | 0.00% | Add +13.6% | 3,088 | $339K |
| ELCO Management Co., LLC | 0.18% | Add +16.2% | 3,050 | $335K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.5% | 3,024 | $332K |
| KBC Group NV | 0.00% | Reduce -30.5% | 3,003 | $330K |
| Integrated Investment Consultants, LLC | 0.06% | New | 2,965 | $326K |
| Brighton Securities Corp. | 0.17% | Reduce -32.8% | 2,910 | $320K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.3% | 2,905 | $319K |
| Keybank National Association | 0.00% | Reduce -2.8% | 2,896 | $318K |
| Lakeshore Financial Planning, Inc. | 0.13% | Add +0.1% | 2,872 | $316K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -46.3% | 2,834 | $311K |
| Callan Family Office, LLC | 0.01% | New | 2,830 | $311K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.5% | 2,780 | $306K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.1% | 2,779 | $305K |
| Fifth Third Bancorp | 0.00% | Reduce -1.9% | 2,759 | $303K |
| Parcion Private Wealth LLC | 0.02% | No change | 2,746 | $302K |
| Advance Capital Management, Inc. | 0.01% | No change | 2,742 | $301K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | No change | 2,741 | $301K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.3% | 2,703 | $297K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.1% | 2,688 | $295K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +22.4% | 2,666 | $293K |
| Prudential PLC | 0.00% | New | 2,666 | $293K |
| Ritholtz Wealth Management | 0.01% | New | 2,661 | $292K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,629 | $289K |
| OneAscent Investment Solutions LLC | 0.31% | Reduce -1.7% | 2,616 | $288K |
| Ballentine Partners, LLC | 0.00% | Add +4.2% | 2,604 | $286K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -80.6% | 2,580 | $284K |
| Center for Financial Planning, Inc. | 0.03% | Add +52.5% | 2,560 | $281K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.4% | 2,547 | $280K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,525 | $278K |
| Brookstone Capital Management | 0.00% | New | 2,511 | $276K |
| XML Financial, LLC | 0.02% | No change | 2,503 | $275K |
| Cresset Asset Management, LLC | 0.00% | Reduce -59.6% | 2,480 | $275K |
| Valmark Advisers, Inc. | 0.00% | Add +3.9% | 2,455 | $270K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 2,428 | $267K |
| Citizens Financial Group Inc. | 0.00% | Add +6.8% | 2,419 | $266K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -3.0% | 2,396 | $263K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 2,389 | $263K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.7% | 2,385 | $262K |
| Profund Advisors LLC | 0.01% | Reduce -5.0% | 2,353 | $259K |
| Mutual Advisors, LLC | 0.01% | New | 2,566 | $257K |
| West Michigan Advisors, LLC | 0.07% | Reduce -0.1% | 2,320 | $257K |
| William Mack & Associates, Inc. | 0.16% | No change | 2,335 | $257K |
| Morton Community Bank | 0.06% | No change | 2,300 | $253K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,298 | $253K |
| Arax Advisory Partners | 0.01% | New | 2,267 | $249K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 2,232 | $245K |
| Jones Financial Companies LLLP | 0.00% | Add +15.5% | 2,253 | $245K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -23.8% | 2,228 | $245K |
| Hummer Financial Advisory Services Inc | 0.18% | No change | 2,205 | $244K |
| Finward Bancorp | 0.19% | No change | 2,185 | $240K |
| Forefront Wealth Management Inc. | 0.19% | Reduce -0.1% | 2,173 | $239K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,163 | $238K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.0% | 2,141 | $235K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.0% | 2,134 | $235K |
| Prospera Financial Services Inc | 0.00% | New | 2,116 | $233K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,069 | $229K |
| Stephens Consulting, LLC | 0.05% | Add +0.2% | 2,063 | $227K |
| Venture Visionary Partners LLC | 0.01% | Reduce -4.6% | 2,053 | $226K |
| Greenleaf Trust | 0.00% | Reduce -9.0% | 2,049 | $225K |
| Strategy Asset Managers LLC | 0.04% | Reduce -1.4% | 2,045 | $225K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,012 | $221K |
| Vise Technologies, Inc. | 0.01% | — | 2,008 | $221K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 1,997 | $219K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,987 | $218K |
| Choreo, LLC | 0.00% | New | 1,944 | $215K |
| Redwood Wealth Management Group, LLC | 0.10% | New | 1,940 | $213K |
| Huntington National Bank | 0.00% | Add +2.5% | 1,937 | $213K |
| Zacks Investment Management | 0.00% | New | 1,935 | $213K |
| D.A. Davidson & Co. | 0.00% | New | 1,925 | $212K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,922 | $211K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,914 | $210K |
| Arbor Wealth Advisors LLC | 0.17% | New | 1,904 | $209K |
| Hudson Value Partners, LLC | 0.07% | Reduce -34.5% | 1,901 | $209K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,891 | $208K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,886 | $207K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 1,878 | $206K |
| Chicago Capital, LLC | 0.01% | New | 1,858 | $204K |
| DAVENPORT & Co LLC | 0.00% | New | 1,858 | $204K |
| Daiwa Securities Group Inc. | 0.00% | New | 1,855 | $204K |
| Nomura Holdings Inc. | 0.00% | New | 1,844 | $203K |
| SJS Investment Consulting Inc. | 0.03% | Reduce -0.4% | 1,843 | $203K |
| Acorn Wealth Advisors, LLC | 0.08% | New | 1,837 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.0% | 1,809 | $199K |
| CI Investments Inc. | 0.00% | Reduce -24.0% | 1,711 | $188K |
| First Horizon Advisors, Inc. | 0.00% | Add +12.7% | 1,621 | $178K |
| Midwest Capital Advisors, LLC | 0.09% | No change | 1,576 | $173K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,575 | $173K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,574 | $173K |
| Brooklyn Investment Group | 0.02% | Add +26.4% | 1,527 | $168K |
| NBT Bank, N.A. | 0.01% | No change | 1,502 | $165K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.7% | 1,496 | $164K |
| Allworth Financial LP | 0.00% | Add +144.8% | 1,410 | $155K |
| IFP Advisors, Inc | 0.00% | Reduce -27.0% | 1,169 | $154K |
| Amplify Investments, LLC | 4.19% | New | 1,400 | $154K |
| Nemes Rush Group LLC | 0.02% | Reduce -46.5% | 1,400 | $154K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -7.4% | 1,384 | $152K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,381 | $150K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -21.7% | 1,255 | $138K |
| Harbour Investments, Inc. | 0.00% | Add +6.5% | 1,209 | $133K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 1,183 | $130K |
| UMB Bank, n.a. | 0.00% | Add +52.1% | 1,100 | $121K |
| Geneos Wealth Management Inc. | 0.00% | Add +148.8% | 1,085 | $119K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 1,074 | $118K |
| MCF Advisors LLC | 0.01% | No change | 1,005 | $111K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.5% | 970 | $107K |
| Larson Financial Group LLC | 0.00% | Add +5.6% | 826 | $91K |
| Burkett Financial Services, LLC | 0.03% | Add +0.9% | 797 | $88K |
| Clearstead Advisors, LLC | 0.00% | Add +25.6% | 794 | $87K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.2% | 768 | $84K |
| Delta Asset Management LLC | 0.01% | No change | 764 | $84K |
| Webster Bank, N. A. | 0.01% | No change | 725 | $80K |
| GeoWealth Management, LLC | 0.00% | Reduce -13.9% | 722 | $79K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 683 | $75K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $75K |
| Financial Perspectives, Inc | 0.02% | Add +0.5% | 634 | $70K |
| Lazard Asset Management LLC | 0.00% | Add +36.5% | 621 | $68K |
| Covestor Ltd | 0.04% | Reduce -18.7% | 584 | $64K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 570 | $63K |
| Crews Bank & Trust | 0.01% | No change | 533 | $59K |
| Versant Capital Management, Inc | 0.01% | Add +8.8% | 531 | $58K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $55K |
| Bessemer Group Inc. | 0.00% | Add +5.7% | 467 | $51K |
| Pacific Center for Financial Services | 0.01% | No change | 459 | $50K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $50K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $48K |
| Private Trust Co. NA | 0.00% | No change | 433 | $48K |
| Principal Securities, Inc. | 0.00% | Add +10.5% | 420 | $46K |
| Gen-Wealth Partners Inc | 0.02% | No change | 417 | $46K |
| Tortoise Investment Management, LLC | 0.00% | No change | 415 | $46K |
| Concord Wealth Partners | 0.01% | No change | 410 | $45K |
| Scarborough Advisors, LLC | 0.01% | New | 407 | $45K |
| Spire Wealth Management | 0.00% | No change | 405 | $45K |
| Essex Investment Management Co. LLC | 0.01% | No change | 364 | $40K |
| Trust Co. of Toledo NA | 0.00% | New | 350 | $38K |
| American National Bank & Trust | 0.00% | No change | 335 | $37K |
| Global Retirement Partners, LLC | 0.00% | — | 325 | $36K |
| Kestra Investment Management, LLC | 0.00% | No change | 320 | $35K |
| Atticus Wealth Management, LLC | 0.01% | No change | 317 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Add +138.2% | 312 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.3% | 307 | $34K |
| Sound Income Strategies, LLC | 0.00% | Reduce -9.2% | 306 | $34K |
| WFA of San Diego, LLC | 0.02% | — | 301 | $33K |
| LRI Investments, LLC | 0.00% | Reduce -4.2% | 298 | $33K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 297 | $33K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 285 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +40.0% | 280 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -26.5% | 280 | $30K |
| AllSquare Wealth Management LLC | 0.02% | No change | 273 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.8% | 270 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -34.5% | 268 | $29K |
| Headlands Technologies LLC | 0.00% | Add +47.5% | 267 | $29K |
| Alpine Bank Wealth Management | 0.00% | No change | 265 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 256 | $28K |
| Crewe Advisors LLC | 0.00% | No change | 254 | $28K |
| Tidemark, LLC | 0.01% | No change | 250 | $27K |
| Godsey & Gibb, Inc. | 0.00% | No change | 250 | $27K |
| Logan Capital Management Inc. | 0.00% | No change | 250 | $27K |
| Point72 Hong Kong Ltd | 0.00% | Reduce -98.1% | 250 | $27K |
| Oakworth Capital, Inc. | 0.00% | No change | 249 | $27K |
| Bell Investment Advisors, Inc | 0.00% | No change | 243 | $27K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 240 | $26K |
| V-Square Quantitative Management LLC | 0.00% | Reduce -34.4% | 238 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 220 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 215 | $24K |
| Financial Gravity Companies, Inc. | 0.00% | — | 201 | $22K |
| Dakota Community Bank & Trust NA | 0.10% | No change | 200 | $22K |
| Bank of New Hampshire | 0.01% | No change | 200 | $22K |
| Assetmark, Inc. | 0.00% | Add +48.1% | 200 | $22K |
| Sittner & Nelson, LLC | 0.01% | No change | 181 | $20K |
| Ridgewood Investments LLC | 0.01% | No change | 176 | $19K |
| Centennial Bank | 0.01% | No change | 175 | $19K |
| Toth Financial Advisory Corp. | 0.00% | No change | 174 | $19K |
| Hemington Wealth Management | 0.00% | Add +21.2% | 177 | $19K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 168 | $18K |
| Clearstead Trust, LLC | 0.00% | Add +566.7% | 160 | $18K |
| TruNorth Capital Management, LLC | 0.00% | No change | 150 | $16K |
| Coastline Trust Co | 0.00% | No change | 150 | $16K |
| Heritage Wealth Advisors | 0.00% | No change | 150 | $16K |
| HM Payson & Co. | 0.00% | No change | 150 | $16K |
| WFA Asset Management Corp | 0.01% | Add +1.3% | 230 | $16K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 144 | $16K |
| Westside Investment Management, Inc. | 0.00% | New | 145 | $15K |
| Caldwell Trust Co | 0.00% | No change | 125 | $14K |
| Tsfg, LLC | 0.00% | No change | 117 | $13K |
| Hughes Financial Services, LLC | 0.00% | No change | 124 | $13K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 116 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 117 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $12K |
| Fortitude Family Office, LLC | 0.00% | Add +29.6% | 105 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 94 | $10K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -5.1% | 93 | $10K |
| Grove Bank & Trust | 0.00% | Add +5.7% | 93 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 90 | $10K |
| Smithfield Trust Co | 0.00% | No change | 87 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 87 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 82 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 82 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +15.7% | 81 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 80 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +13.2% | 77 | $8K |
| Richardson Financial Services Inc. | 0.01% | Reduce -30.4% | 80 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | New | 75 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 72 | $8K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 71 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 68 | $7K |
| Breakwater Investment Management | 0.00% | No change | 64 | $7K |
| Clark Wealth Partners | 0.00% | New | 64 | $7K |
| Horizon Bancorp Inc. | 0.00% | No change | 66 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 61 | $7K |
| BankPlus Trust Department | 0.00% | No change | 60 | $7K |
| Hilltop National Bank | 0.00% | — | 60 | $7K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.7% | 59 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 58 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 58 | $6K |
| 1 North Wealth Services LLC | 0.00% | No change | 50 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 50 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $5K |
| Eastern Bank | 0.00% | No change | 50 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $5K |
| Meeder Asset Management Inc. | 0.00% | Add +6.7% | 48 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +487.5% | 47 | $5K |
| NewSquare Capital LLC | 0.00% | Add +1050.0% | 46 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Albion Financial Group | 0.00% | No change | 45 | $5K |
| Clean Yield Group | 0.00% | No change | 42 | $5K |
| TD Private Client Wealth LLC | 0.00% | Add +51.9% | 41 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -71.6% | 40 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 40 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -15.6% | 38 | $4K |
| Bellwether Advisors, LLC | 0.00% | No change | 36 | $4K |
| Luminist Capital LLC | 0.00% | No change | 37 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 34 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $4K |
| Park Square Financial Group, LLC | 0.00% | New | 30 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $3K |
| Avion Wealth | 0.00% | Reduce -20.0% | 32 | $3K |
| Stone House Investment Management, LLC | 0.00% | New | 27 | $3K |
| Sachetta, LLC | 0.00% | No change | 23 | $3K |
| Core Alternative Capital | 0.00% | No change | 22 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 20 | $2K |
| Traub Capital Management LLC | 0.00% | — | 20 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -10.0% | 18 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 15 | $2K |
| SouthState Bank Corp | 0.00% | No change | 15 | $2K |
| Parkworth Wealth Management, Inc. | 0.00% | Add +366.7% | 14 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 14 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Binnacle Investments Inc | 0.00% | No change | 11 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 10 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 9 | $997 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 9 | $989 |
| Raleigh Capital Management Inc. | 0.00% | New | 6 | $659 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $553 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 5 | $550 |
| Truvestments Capital LLC | 0.00% | No change | 5 | $550 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $550 |
| DecisionPoint Financial, LLC | 0.00% | New | 5 | $525 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $443 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.5% | 4 | $440 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $330 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 2 | $219 |
| Strengthening Families & Communities, LLC | 0.00% | New | 1 | $110 |
| Summit Securities Group LLC | 0.00% | New | 1 | $110 |
"% of holder's portfolio" is DTM's weight in each manager's 13F, not the share of DT Midstream Inc. the manager owns.