DT MidstreamDTM
13F holders, Q3 2025 (September 30)605holders −4
60new positions
57sold out
6famous investors
$113.09avg. 13F price*
At the end of Q3 2025, 605 institutions reported holding DT Midstream Inc. (DTM) in their 13F filings, down 4 from Q2 2025. 60 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($1.2B) and State Street Corp. ($364.3M). 6 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- DT Midstream Inc.
- CUSIP
- 23345M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $107.9M |
| Exits | 57 | $153.2M |
All 13F filers, Q2 2025 → Q3 2025: 7,339,665 shares bought and 6,683,117 shares sold, net +656,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 605 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.7% | 11,275,674 | $1.3B |
| BlackRock, Inc. | 0.02% | Reduce -2.1% | 10,637,489 | $1.2B |
| State Street Corp. | 0.01% | Reduce -8.6% | 3,199,335 | $364.3M |
| 59 North Capital Management, LP | 10.83% | Add +49.0% | 3,074,081 | $347.6M |
| Deutsche Bank AG | 0.11% | Add +0.6% | 2,890,251 | $326.8M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -2.0% | 2,877,853 | $325.4M |
| Neuberger Berman Group LLC | 0.23% | Add +6.5% | 2,797,093 | $316.2M |
| Tortoise Capital Advisors, L.L.C. | 3.93% | Add +5.2% | 2,695,175 | $304.7M |
| Dimensional Fund Advisors LP | 0.06% | Add +3.9% | 2,668,447 | $301.7M |
| Geode Capital Management, LLC | 0.02% | Add +2.1% | 2,301,079 | $260.2M |
| Blackstone Inc. | 1.06% | Reduce -38.9% | 2,199,928 | $248.7M |
| Citadel Advisors | 0.12% | Reduce -17.3% | 1,316,093 | $148.8M |
| Capital Research Global Investors | 0.03% | Add +0.1% | 1,249,101 | $141.2M |
| Westwood Holdings Group Inc. | 0.91% | Add +2.1% | 1,109,447 | $125.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.19% | Reduce -6.0% | 1,063,150 | $120.2M |
| Energy Income Partners, LLC | 2.19% | Reduce -0.0% | 1,006,034 | $113.7M |
| Merewether Investment Management, LP | 2.71% | Add +192.4% | 1,000,600 | $113.1M |
| Invesco Ltd. | 0.02% | Reduce -40.0% | 998,724 | $112.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.5% | 984,046 | $111.3M |
| Morgan Stanley | 0.01% | Add +0.8% | 966,842 | $109.3M |
| Northern Trust Corp. | 0.01% | Add +1.7% | 914,538 | $103.4M |
| JPMorgan Chase & Co. | 0.01% | Add +7.8% | 871,636 | $98.5M |
| Franklin Resources Inc. | 0.02% | Reduce -1.6% | 867,931 | $98.1M |
| Kayne Anderson Capital Advisors LP | 2.17% | Reduce -0.7% | 866,991 | $98.0M |
| Point72 Asset Management | 0.23% | Add +8687.8% | 858,302 | $97.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -30.4% | 779,498 | $88.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.19% | Add +54.4% | 747,781 | $84.5M |
| Bank of America Corp. | 0.01% | Reduce -2.0% | 739,134 | $83.6M |
| Reaves W H & Co. Inc. | 1.40% | Reduce -0.1% | 697,426 | $78.9M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.36% | Reduce -9.2% | 679,300 | $76.8M |
| Brookfield Corp | 0.08% | Add +66.0% | 591,866 | $66.9M |
| Bahl & Gaynor LLC | 0.32% | Add +2.5% | 568,445 | $64.3M |
| Holocene Advisors, LP | 0.14% | Add +117.8% | 554,059 | $62.6M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +1995.9% | 528,495 | $59.8M |
| Eagle Global Advisors LLC | 2.19% | Add +8.8% | 505,471 | $57.1M |
| Principal Financial Group Inc. | 0.03% | Add +76.7% | 500,329 | $56.6M |
| UBS Group AG | 0.01% | Add +21.2% | 484,342 | $54.8M |
| Russell Investments Group, Ltd. | 0.06% | Add +34.7% | 469,405 | $53.1M |
| Duff & Phelps Investment Management Co. | 0.58% | Reduce -1.2% | 452,797 | $51.2M |
| CIBC Private Wealth Group LLC | 0.07% | Add +0.1% | 383,225 | $43.3M |
| ProShare Advisors LLC | 0.08% | Add +1.9% | 356,542 | $40.3M |
| Recurrent Investment Advisors LLC | 3.05% | Add +0.3% | 352,018 | $39.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.92% | Reduce -1.0% | 338,210 | $38.2M |
| California Public Employees Retirement System | 0.02% | Reduce -16.3% | 335,518 | $37.9M |
| Bank of Montreal | 0.01% | Add +74.2% | 310,216 | $35.1M |
| Bridgewater Associates | 0.14% | Add +19.9% | 306,829 | $34.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.7% | 291,546 | $33.0M |
| Barclays PLC | 0.01% | Reduce -3.7% | 290,639 | $32.9M |
| First Trust Advisors LP | 0.02% | Reduce -6.8% | 287,403 | $32.5M |
| Rhumbline Advisers | 0.03% | Reduce -1.7% | 283,489 | $32.1M |
| Two Sigma Investments, LP | 0.05% | Add +102.5% | 283,447 | $32.0M |
| Millennium Management | 0.03% | Add +838.1% | 280,370 | $31.7M |
| Chickasaw Capital Management LLC | 1.29% | Reduce -10.9% | 279,219 | $31.6M |
| Nuveen, LLC | 0.01% | Reduce -12.1% | 268,808 | $30.4M |
| Gotham Asset Management | 0.13% | Add +26.7% | 265,180 | $30.0M |
| Copeland Capital Management, LLC | 0.61% | New | 258,595 | $29.2M |
| Pacer Advisors, Inc. | 0.08% | Add +12.4% | 255,274 | $28.9M |
| Focus Partners Wealth | 0.05% | Add +0.4% | 250,035 | $28.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -36.0% | 244,819 | $27.7M |
| Legal & General Group Plc | 0.01% | Reduce -10.7% | 244,772 | $27.7M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.6% | 243,232 | $27.5M |
| Verition Fund Management LLC | 0.16% | Add +13.4% | 235,801 | $26.7M |
| Fractal Investments LLC | 3.77% | No change | 230,999 | $26.1M |
| Jennison Associates LLC | 0.01% | Reduce -0.6% | 227,332 | $25.7M |
| Alps Advisors Inc. | 0.14% | Add +1.4% | 217,327 | $24.6M |
| Miller Howard Investments Inc. | 0.73% | Add +24.9% | 210,411 | $23.8M |
| AQR Capital Management | 0.01% | Reduce -43.7% | 203,720 | $23.0M |
| Swiss National Bank | 0.01% | Add +1.5% | 196,900 | $22.3M |
| Encompass Capital Advisors LLC | 1.00% | New | 195,690 | $22.1M |
| Voloridge Investment Management, LLC | 0.07% | Add +61.4% | 191,883 | $21.7M |
| Eventide Asset Management, LLC | 0.34% | Add +3.8% | 183,253 | $20.7M |
| Catalyst Capital Advisors LLC | 0.38% | Reduce -1.1% | 167,910 | $19.0M |
| Cohen & Steers, Inc. | 0.03% | Add +19.5% | 156,910 | $17.7M |
| Clearbridge Investments, LLC | 0.01% | Add +2.1% | 154,593 | $17.5M |
| Yaupon Capital Management LP | 0.90% | Add +3.6% | 154,243 | $17.4M |
| Hennessy Advisors Inc. | 0.60% | Reduce -11.7% | 153,240 | $17.3M |
| Ceredex Value Advisors LLC | 0.39% | Add +42.7% | 149,800 | $16.9M |
| Raymond James Financial Inc. | 0.01% | Add +46.0% | 149,691 | $16.9M |
| Intech Investment Management LLC | 0.15% | Add +22.1% | 147,274 | $16.7M |
| Royal Bank of Canada | 0.00% | Add +69.0% | 144,355 | $16.3M |
| LPL Financial LLC | 0.00% | Add +14.1% | 142,355 | $16.1M |
| Jane Street Group, LLC | 0.02% | Add +85.1% | 134,510 | $15.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.7% | 128,314 | $14.5M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | Add +0.4% | 124,974 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 124,780 | $14.1M |
| Covalis Capital LLP | 1.62% | Reduce -31.5% | 122,978 | $13.9M |
| Voya Investment Management LLC | 0.02% | Reduce -21.8% | 122,045 | $13.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.2% | 119,856 | $13.6M |
| Wellington Management Group LLP | 0.00% | Add +8.1% | 118,324 | $13.4M |
| Crawford Investment Counsel Inc. | 0.22% | Reduce -7.3% | 114,841 | $13.0M |
| Freestone Grove Partners LP | 0.10% | Add +8.2% | 113,503 | $12.8M |
| Aventail Capital Group, LP | 0.61% | Reduce -83.8% | 113,086 | $12.8M |
| Victory Capital Management Inc. | 0.01% | Add +4.6% | 104,578 | $11.8M |
| Exchange Traded Concepts, LLC | 0.11% | Reduce -5.6% | 102,195 | $11.6M |
| Thornburg Investment Management Inc. | 0.15% | Reduce -0.4% | 100,258 | $11.3M |
| Maryland State Retirement & Pension System | 0.24% | Add +2.7% | 99,105 | $11.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +24.1% | 97,031 | $11.0M |
| California State Teachers Retirement System | 0.01% | Add +1.9% | 95,541 | $10.8M |
| Two Sigma Advisers, LP | 0.02% | Reduce -42.8% | 93,400 | $10.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.7% | 91,099 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +42.3% | 84,807 | $9.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.9% | 80,990 | $9.2M |
| Citigroup Inc. | 0.01% | Add +112.3% | 80,213 | $9.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 78,924 | $8.9M |
| Waratah Capital Advisors Ltd. | 0.58% | Add +1.3% | 75,000 | $8.5M |
| Clark Capital Management Group, Inc. | 0.05% | Add +14.2% | 71,553 | $8.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -3.9% | 67,398 | $7.6M |
| Ancora Advisors LLC | 0.15% | Reduce -3.9% | 66,702 | $7.5M |
| Dorsey Wright & Associates | 1.61% | Add +0.7% | 63,636 | $7.2M |
| FMR LLC | 0.00% | Add +4.7% | 63,630 | $7.2M |
| New York State Common Retirement Fund | 0.01% | No change | 62,950 | $7.1M |
| Sei Investments Co. | 0.01% | Add +17.8% | 61,463 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +7.7% | 59,597 | $6.7M |
| RR Advisors, LLC | 1.52% | New | 57,000 | $6.4M |
| Man Group plc | 0.01% | New | 53,972 | $6.1M |
| Lanark Financial, Inc. | 0.46% | Reduce -0.5% | 52,773 | $6.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.5% | 52,215 | $5.9M |
| Cetera Investment Advisers | 0.01% | Add +3.9% | 52,186 | $5.9M |
| Creative Planning | 0.00% | Add +18.4% | 51,859 | $5.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -16.6% | 50,396 | $5.7M |
| Yost Capital Management, LP | 6.87% | New | 50,000 | $5.7M |
| Burkehill Global Management, LP | 0.33% | No change | 50,000 | $5.7M |
| Sagefield Capital LP | 0.62% | New | 49,364 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -7.1% | 46,919 | $5.3M |
| Amalgamated Bank | 0.04% | Add +0.0% | 46,631 | $5.3M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.7% | 45,616 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +15.2% | 44,650 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 44,092 | $5.0M |
| Janus Henderson Group PLC | 0.00% | No change | 44,070 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.1% | 43,952 | $5.0M |
| American Century Companies Inc. | 0.00% | Reduce -8.7% | 42,633 | $4.8M |
| Comerica Bank | 0.02% | Reduce -2.7% | 41,748 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -1.2% | 41,701 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -27.1% | 40,787 | $4.6M |
| PDT Partners, LLC | 0.29% | Reduce -5.0% | 40,420 | $4.6M |
| TD Asset Management Inc | 0.00% | New | 38,400 | $4.3M |
| Glenmede Investment Management, LP | 0.02% | Add +4.3% | 37,723 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +4.0% | 39,400 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +61.7% | 32,144 | $3.6M |
| Yousif Capital Management, LLC | 0.04% | Reduce -6.6% | 32,093 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -5.5% | 31,974 | $3.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 31,455 | $3.6M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -0.2% | 31,238 | $3.5M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -34.8% | 30,958 | $3.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -17.7% | 30,133 | $3.4M |
| Arizona State Retirement System | 0.02% | Add +1.4% | 30,061 | $3.4M |
| Vaughan David Investments LLC | 0.07% | Reduce -2.6% | 29,862 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +6.5% | 29,525 | $3.3M |
| HRT Financial LP | 0.01% | New | 29,488 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +90.4% | 29,380 | $3.3M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 29,270 | $3.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 29,239 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +6.4% | 29,159 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 28,322 | $3.2M |
| Shilanski & Associates, Inc. | 0.85% | Add +4.8% | 28,393 | $3.2M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -1.1% | 28,300 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.7% | 27,815 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Add +0.5% | 26,927 | $3.0M |
| SG Americas Securities, LLC | 0.01% | Add +392.0% | 26,264 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 26,074 | $2.9M |
| Premier Fund Managers Ltd | 0.12% | No change | 26,000 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +42.2% | 25,974 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -0.5% | 25,157 | $2.9M |
| City Holding Co. | 0.36% | Add +11.2% | 25,041 | $2.8M |
| New Age Alpha Advisors, LLC | 0.12% | Reduce -2.6% | 24,517 | $2.8M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 24,155 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.1% | 23,041 | $2.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.2% | 22,645 | $2.6M |
| Ausbil Investment Management Ltd | 1.36% | New | 22,328 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.4% | 22,098 | $2.5M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -0.5% | 21,600 | $2.5M |
| Point72 Hong Kong Ltd | 0.11% | Add +8358.4% | 21,146 | $2.4M |
| Vident Advisory, LLC | 0.02% | Reduce -14.5% | 20,854 | $2.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -1.4% | 20,475 | $2.3M |
| Commerce Bank | 0.01% | Add +0.6% | 20,209 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +4.9% | 19,956 | $2.3M |
| Credit Agricole S A | 0.01% | — | 19,955 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +18.3% | 19,772 | $2.2M |
| New Mexico Educational Retirement Board | 0.07% | No change | 19,748 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -6.8% | 19,501 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +25.2% | 19,240 | $2.2M |
| Vestcor Inc | 0.06% | Reduce -3.6% | 18,487 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -67.3% | 17,954 | $2.0M |
| Blue Chip Partners, LLC | 0.15% | Add +0.5% | 17,689 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -31.7% | 17,377 | $2.0M |
| Bernard Wealth Management Corp. | 0.81% | Reduce -0.6% | 17,243 | $1.9M |
| XTX Topco Ltd | 0.10% | New | 17,193 | $1.9M |
| Quantbot Technologies LP | 0.05% | New | 17,097 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.2% | 16,515 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +39.2% | 16,308 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +0.5% | 15,725 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -0.0% | 15,533 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.2% | 15,302 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -4.9% | 15,086 | $1.7M |
| Cookson Peirce & Co. Inc. | 0.07% | Add +3.0% | 15,066 | $1.7M |
| Bright Rock Capital Management, LLC | 0.33% | No change | 15,000 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.13% | Reduce -38.5% | 14,871 | $1.7M |
| Numerai GP LLC | 0.24% | New | 14,743 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +4.7% | 14,670 | $1.7M |
| Linden Thomas Advisory Services, LLC | 0.17% | Add +2.7% | 14,659 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.7% | 14,293 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +3.8% | 14,144 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Add +0.2% | 13,817 | $1.6M |
| Bridgewater Advisors Inc. | 0.11% | Reduce -12.4% | 14,151 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -6.6% | 13,670 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.2% | 13,553 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -20.1% | 13,523 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.3% | 13,199 | $1.5M |
| LMR Partners LLP | 0.03% | New | 13,268 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.7% | 13,143 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -2.9% | 12,904 | $1.5M |
| Castleark Management LLC | 0.04% | No change | 12,370 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.1% | 12,221 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | New | 12,300 | $1.4M |
| First American Bank | 0.09% | New | 12,146 | $1.4M |
| Xponance LLC | 0.01% | Reduce -6.0% | 12,052 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -26.8% | 11,968 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +11.9% | 11,594 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -1.9% | 11,541 | $1.3M |
| Inceptionr LLC | 0.31% | Add +187.2% | 11,525 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -65.4% | 11,447 | $1.3M |
| Gilliland Jeter Wealth Management LLC | 0.39% | No change | 11,212 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +57.3% | 11,201 | $1.3M |
| &partners | 0.01% | Add +48.4% | 11,103 | $1.3M |
| 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 -3.1% | 10,319 | $1.2M |
| Brasada Capital Management, LP | 0.20% | Reduce -6.1% | 10,151 | $1.2M |
| Hantz Financial Services, Inc. | 0.02% | Add +6.3% | 10,141 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.9% | 10,054 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 10,034 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.0% | 9,891 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.2% | 9,710 | $1.1M |
| iSAM Funds (UK) Ltd | 0.22% | New | 9,438 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Add +15.0% | 9,285 | $1.0M |
| Drucker Wealth 3.0, LLC | 0.18% | Add +69.2% | 9,137 | $1.0M |
| US Bancorp \de | 0.00% | Add +15.1% | 9,015 | $1.0M |
| Metis Global Partners, LLC | 0.02% | Add +32.7% | 8,807 | $996K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -10.2% | 8,698 | $983K |
| Aigen Investment Management, LP | 0.15% | Add +139.5% | 8,683 | $982K |
| Gabelli Funds LLC | 0.01% | No change | 8,500 | $961K |
| Neo Ivy Capital Management | 0.23% | New | 8,244 | $932K |
| Florida Financial Advisors, LLC | 0.28% | Reduce -36.9% | 8,089 | $915K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.0% | 7,980 | $902K |
| Squarepoint Ops LLC | 0.00% | Reduce -15.4% | 7,959 | $900K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,916 | $895K |
| Bokf, NA | 0.01% | Add +0.7% | 7,730 | $874K |
| M&T Bank Corp | 0.00% | Add +51.2% | 7,695 | $869K |
| Invst, LLC | 0.10% | Reduce -2.1% | 7,672 | $867K |
| Ethic Inc. | 0.01% | Reduce -4.8% | 7,653 | $865K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.1% | 7,608 | $860K |
| VestGen Investment Management | 0.52% | Add +3.3% | 7,604 | $860K |
| Savant Capital, LLC | 0.01% | Reduce -0.7% | 7,336 | $829K |
| WNY Asset Management, LLC | 0.08% | No change | 7,234 | $818K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -0.1% | 7,209 | $815K |
| Merit Financial Group, LLC | 0.01% | Add +7.2% | 7,199 | $814K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.2% | 7,150 | $808K |
| Williamson Legacy Group, LLC | 0.62% | Reduce -60.6% | 7,147 | $808K |
| Palo Duro Investment Partners, LP | 0.25% | Reduce -6.0% | 6,992 | $791K |
| Summit Trail Advisors, LLC | 0.01% | New | 6,915 | $784K |
| Dark Forest Capital Management LP | 0.03% | New | 6,908 | $781K |
| Caprock Group, LLC | 0.02% | — | 7,492 | $781K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.0% | 6,809 | $770K |
| Blair William & Co. | 0.00% | Add +3.6% | 6,806 | $769K |
| BTG Pactual Asset Management US LLC | 0.09% | New | 6,789 | $768K |
| Modern Wealth Management, LLC | 0.01% | Reduce -4.1% | 6,667 | $754K |
| Sterling Capital Management LLC | 0.01% | Reduce -8.3% | 6,273 | $709K |
| Independent Advisor Alliance | 0.02% | Add +6.7% | 6,262 | $708K |
| QRG Capital Management, Inc. | 0.01% | Reduce -27.6% | 6,257 | $707K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 6,243 | $706K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,218 | $703K |
| Parallel Advisors, LLC | 0.01% | Add +1.4% | 5,977 | $676K |
| Perbak Capital Partners LLP | 0.12% | New | 5,925 | $670K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.9% | 5,918 | $669K |
| SS&H Financial Advisors, Inc. | 0.20% | No change | 5,900 | $667K |
| Polymer Capital Management (US) LLC | 0.09% | New | 5,831 | $659K |
| Guggenheim Capital LLC | 0.00% | Add +0.3% | 5,738 | $649K |
| Wedge Capital Management L L P | 0.01% | Reduce -39.8% | 5,706 | $645K |
| Captrust Financial Advisors | 0.00% | Reduce -6.6% | 5,686 | $643K |
| Cwm, LLC | 0.00% | Add +26.9% | 5,590 | $632K |
| Private Advisor Group, LLC | 0.00% | Add +7.4% | 5,491 | $621K |
| Utah Retirement Systems | 0.01% | No change | 5,401 | $611K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,291 | $598K |
| Sculati Wealth Management, LLC | 0.21% | Reduce -0.4% | 5,234 | $592K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 5,191 | $587K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 5,103 | $577K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -7.2% | 5,011 | $567K |
| Hartree Partners, LP | 0.20% | New | 5,000 | $565K |
| Legacy Capital Group California, Inc. | 0.14% | Add +17.5% | 4,993 | $565K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.4% | 4,934 | $558K |
| Cary Street Partners Investment Advisory LLC | 0.23% | Add +1544.8% | 4,885 | $552K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 4,854 | $549K |
| Evergreen Capital Management LLC | 0.01% | Add +47.0% | 4,791 | $544K |
| Walleye Capital LLC | 0.00% | New | 4,806 | $543K |
| Elm3 Financial Group, LLC | 0.44% | Reduce -10.3% | 4,774 | $540K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -2.3% | 4,751 | $537K |
| GAMMA Investing LLC | 0.03% | Add +5.6% | 4,704 | $532K |
| AXA Investment Managers S.A. | 0.00% | — | 4,690 | $530K |
| Mariner, LLC | 0.00% | Reduce -87.1% | 4,648 | $526K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 4,639 | $525K |
| Swiss Life Asset Management Ltd | 0.00% | Add +76.0% | 4,628 | $523K |
| Legacy Wealth Asset Management, LLC | 0.13% | Reduce -0.5% | 4,612 | $521K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -31.1% | 4,529 | $512K |
| FSA Advisors, Inc. | 0.40% | Reduce -27.1% | 4,418 | $500K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -16.1% | 4,372 | $494K |
| Forum Financial Management, LP | 0.01% | Add +15.8% | 4,321 | $489K |
| Pinnacle Associates Ltd. | 0.01% | New | 4,179 | $472K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 4,118 | $466K |
| M1 Capital Management LLC | 0.20% | Add +0.2% | 4,088 | $462K |
| Impact Capital Partners LLC | 0.14% | Add +0.0% | 3,997 | $452K |
| Burns Matteson Capital Management, LLC | 0.19% | Reduce -0.8% | 3,972 | $449K |
| HB Wealth Management, LLC | 0.00% | Add +7.6% | 3,919 | $443K |
| Sigma Investment Counselors Inc. | 0.02% | Add +0.3% | 3,810 | $431K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -49.3% | 3,775 | $427K |
| CX Institutional | 0.01% | New | 3,705 | $419K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -0.7% | 3,664 | $414K |
| Blue Trust, Inc. | 0.00% | Add +1.4% | 3,661 | $414K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,623 | $410K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -1.5% | 3,607 | $408K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -17.9% | 3,590 | $406K |
| Shelton Capital Management | 0.01% | No change | 3,565 | $403K |
| Wedmont Private Capital | 0.01% | Reduce -2.2% | 3,485 | $397K |
| Mgo One Seven LLC | 0.01% | New | 3,490 | $395K |
| Secure Asset Management, LLC | 0.06% | Add +0.2% | 3,431 | $391K |
| NewEdge Wealth, LLC | 0.01% | Reduce -15.8% | 3,528 | $390K |
| Ritholtz Wealth Management | 0.01% | Add +28.4% | 3,417 | $386K |
| Hardy Reed LLC | 0.03% | No change | 3,398 | $384K |
| Oxford Asset Management LLP | 0.12% | New | 3,264 | $369K |
| Tiaa Trust, National Association | 0.00% | Add +9.5% | 3,182 | $360K |
| Centaurus Financial, Inc. | 0.02% | Reduce -4.1% | 3,175 | $359K |
| CIBC Asset Management Inc | 0.00% | No change | 3,170 | $358K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 3,107 | $351K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.9% | 3,105 | $351K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.3% | 3,063 | $346K |
| ELCO Management Co., LLC | 0.18% | No change | 3,050 | $345K |
| KBC Group NV | 0.00% | No change | 3,003 | $340K |
| Coldstream Capital Management Inc. | 0.00% | Add +11.8% | 3,005 | $340K |
| Lido Advisors, LLC | 0.00% | New | 2,985 | $340K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -92.3% | 2,907 | $329K |
| Lakeshore Financial Planning, Inc. | 0.12% | Add +0.0% | 2,873 | $325K |
| Parcion Private Wealth LLC | 0.02% | Add +3.0% | 2,828 | $320K |
| MAI Capital Management | 0.00% | Reduce -9.5% | 2,794 | $316K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -24.5% | 2,792 | $316K |
| Capital Investment Advisors, LLC | 0.01% | No change | 2,780 | $314K |
| Citizens Financial Group Inc. | 0.00% | Add +14.6% | 2,772 | $313K |
| Advance Capital Management, Inc. | 0.01% | No change | 2,742 | $310K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 2,741 | $310K |
| Navellier & Associates Inc. | 0.03% | New | 2,712 | $307K |
| Hudson Value Partners, LLC | 0.09% | Add +39.5% | 2,651 | $300K |
| Callan Family Office, LLC | 0.01% | Reduce -6.5% | 2,646 | $299K |
| Ballentine Partners, LLC | 0.00% | Add +1.5% | 2,644 | $299K |
| Lazard Asset Management LLC | 0.00% | Add +319.8% | 2,607 | $295K |
| Icon Wealth Advisors, LLC | 0.02% | Add +12.8% | 2,591 | $293K |
| Keybank National Association | 0.00% | Reduce -10.6% | 2,588 | $293K |
| Jump Financial, LLC | 0.00% | New | 2,575 | $291K |
| SBI Securities Co., Ltd. | 0.01% | Add +85.5% | 2,567 | $290K |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 2,545 | $288K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 2,547 | $288K |
| Axq Capital, LP | 0.11% | Reduce -69.7% | 2,538 | $287K |
| Cresset Asset Management, LLC | 0.00% | Add +1.2% | 2,509 | $286K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,525 | $285K |
| XML Financial, LLC | 0.02% | No change | 2,503 | $283K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,455 | $278K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -12.1% | 2,442 | $276K |
| Norden Group LLC | 0.03% | Reduce -29.0% | 2,439 | $276K |
| STRS Ohio | 0.00% | Reduce -90.4% | 2,426 | $274K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.3% | 2,558 | $271K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -19.2% | 2,396 | $271K |
| Profund Advisors LLC | 0.01% | Add +0.8% | 2,373 | $268K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -7.3% | 2,372 | $268K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.8% | 2,361 | $267K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -25.5% | 2,339 | $264K |
| William Mack & Associates, Inc. | 0.14% | No change | 2,335 | $264K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -3.9% | 2,303 | $260K |
| OneAscent Investment Solutions LLC | 0.27% | Reduce -12.7% | 2,283 | $258K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | Reduce -28.5% | 2,281 | $258K |
| Acadian Asset Management LLC | 0.00% | Reduce -97.5% | 2,270 | $256K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 2,249 | $254K |
| Lombard Odier Asset Management (USA) Corp | 0.07% | New | 2,233 | $252K |
| Morton Community Bank | 0.06% | No change | 2,300 | $252K |
| Hummer Financial Advisory Services Inc | 0.18% | No change | 2,205 | $251K |
| Brighton Securities Corp. | 0.13% | Reduce -23.8% | 2,218 | $251K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,385 | $250K |
| Lee Financial Co | 0.03% | New | 2,198 | $249K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -17.8% | 2,191 | $248K |
| Finward Bancorp | 0.19% | No change | 2,185 | $247K |
| Forefront Wealth Management Inc. | 0.18% | Reduce -2.1% | 2,128 | $241K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -11.8% | 2,106 | $238K |
| Equitable Holdings, Inc. | 0.00% | New | 2,098 | $237K |
| Huntington National Bank | 0.00% | Add +8.0% | 2,091 | $236K |
| Greenleaf Trust | 0.00% | Add +1.6% | 2,082 | $235K |
| Strategy Asset Managers LLC | 0.04% | Add +1.7% | 2,079 | $235K |
| Acorn Wealth Advisors, LLC | 0.07% | Add +12.8% | 2,073 | $234K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.0% | 2,071 | $234K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,053 | $232K |
| Ingalls & Snyder LLC | 0.01% | Reduce -5.8% | 2,038 | $230K |
| Prospera Financial Services Inc | 0.00% | Reduce -4.5% | 2,020 | $228K |
| Vise Technologies, Inc. | 0.01% | Add +0.4% | 2,016 | $228K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.3% | 2,006 | $227K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,997 | $226K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +6.3% | 1,997 | $226K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -7.2% | 1,986 | $225K |
| Stephens Consulting, LLC | 0.08% | Reduce -5.0% | 1,960 | $222K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.1% | 1,955 | $221K |
| Redwood Wealth Management Group, LLC | 0.09% | No change | 1,940 | $219K |
| D.A. Davidson & Co. | 0.00% | Add +0.6% | 1,937 | $219K |
| Zacks Investment Management | 0.00% | No change | 1,935 | $219K |
| Essex Financial Services, Inc. | 0.01% | New | 1,933 | $219K |
| Quantum Financial Advisors, LLC | 0.03% | New | 1,923 | $217K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.4% | 1,921 | $217K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.1% | 1,920 | $217K |
| Fifth Third Bancorp | 0.00% | Reduce -30.5% | 1,918 | $217K |
| Arbor Wealth Advisors LLC | 0.16% | No change | 1,904 | $215K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.1% | 1,893 | $214K |
| EntryPoint Capital, LLC | 0.08% | New | 1,871 | $212K |
| Krane Funds Advisors LLC | 0.01% | Reduce -52.5% | 1,940 | $211K |
| Chicago Capital, LLC | 0.01% | No change | 1,858 | $210K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.9% | 1,843 | $210K |
| SJS Investment Consulting Inc. | 0.03% | No change | 1,843 | $208K |
| Advisors Capital Management, LLC | 0.00% | New | 1,839 | $208K |
| GEM Asset Management, LLC | 0.10% | New | 1,810 | $206K |
| Allworth Financial LP | 0.00% | Add +13.7% | 1,603 | $181K |
| Midwest Capital Advisors, LLC | 0.09% | No change | 1,576 | $178K |
| Cary Street Partners Financial LLC | 0.00% | No change | 1,575 | $178K |
| MeadowBrook Investment Advisors LLC | 0.15% | Add +23.7% | 1,552 | $175K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.5% | 1,550 | $175K |
| NBT Bank, N.A. | 0.01% | No change | 1,502 | $170K |
| Palisade Asset Management, LLC | 0.02% | New | 1,500 | $170K |
| Arax Advisory Partners | 0.00% | Reduce -34.0% | 1,495 | $169K |
| Nemes Rush Group LLC | 0.02% | Add +0.6% | 1,408 | $159K |
| Amplify Investments, LLC | 4.03% | No change | 1,400 | $158K |
| CENTRAL TRUST Co | 0.00% | Reduce -6.5% | 1,399 | $158K |
| Harbour Investments, Inc. | 0.00% | Add +8.4% | 1,311 | $148K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 1,225 | $138K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.0% | 1,174 | $133K |
| UMB Bank, n.a. | 0.00% | Reduce -1.6% | 1,083 | $122K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,075 | $122K |
| MCF Advisors LLC | 0.01% | No change | 1,005 | $114K |
| IFP Advisors, Inc | 0.00% | Reduce -14.5% | 1,000 | $113K |
| Larson Financial Group LLC | 0.00% | Add +20.7% | 997 | $113K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.6% | 992 | $112K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -57.3% | 952 | $108K |
| CI Investments Inc. | 0.00% | Reduce -49.4% | 866 | $98K |
| Principal Securities, Inc. | 0.00% | Add +96.9% | 827 | $94K |
| Covestor Ltd | 0.05% | Add +38.2% | 807 | $91K |
| Burkett Financial Services, LLC | 0.03% | Add +0.8% | 803 | $91K |
| Clearstead Advisors, LLC | 0.00% | No change | 794 | $90K |
| Delta Asset Management LLC | 0.01% | No change | 764 | $86K |
| GeoWealth Management, LLC | 0.00% | Add +5.5% | 762 | $86K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.9% | 738 | $83K |
| Webster Bank, N. A. | 0.01% | No change | 725 | $82K |
| Rothschild Investment LLC | 0.00% | Add +2.2% | 698 | $79K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $77K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 636 | $72K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -66.1% | 629 | $71K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 570 | $64K |
| Quent Capital, LLC | 0.01% | New | 537 | $61K |
| Private Trust Co. NA | 0.01% | Add +23.6% | 535 | $60K |
| Crews Bank & Trust | 0.01% | No change | 533 | $60K |
| Versant Capital Management, Inc | 0.01% | No change | 531 | $60K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $57K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $57K |
| Pacific Center for Financial Services | 0.01% | No change | 459 | $52K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $50K |
| Gen-Wealth Partners Inc | 0.02% | No change | 417 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Add +48.6% | 416 | $47K |
| Scarborough Advisors, LLC | 0.01% | Add +0.7% | 410 | $46K |
| Concord Wealth Partners | 0.01% | No change | 410 | $46K |
| Spire Wealth Management | 0.00% | Add +0.3% | 406 | $46K |
| Assetmark, Inc. | 0.00% | Add +99.5% | 399 | $45K |
| Bessemer Group Inc. | 0.00% | Reduce -18.2% | 382 | $43K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -11.1% | 369 | $42K |
| Essex Investment Management Co. LLC | 0.01% | No change | 364 | $41K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $40K |
| American National Bank & Trust | 0.00% | No change | 335 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 307 | $35K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -2.2% | 305 | $34K |
| WFA of San Diego, LLC | 0.02% | No change | 301 | $34K |
| Sound Income Strategies, LLC | 0.00% | No change | 306 | $34K |
| LRI Investments, LLC | 0.00% | No change | 298 | $34K |
| Westside Investment Management, Inc. | 0.01% | Add +100.0% | 290 | $33K |
| Point72 (DIFC) Ltd | 0.00% | New | 291 | $33K |
| Root Financial Partners, LLC | 0.00% | New | 288 | $33K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 287 | $32K |
| First Horizon Corp. | 0.00% | — | 286 | $32K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.5% | 281 | $32K |
| AllSquare Wealth Management LLC | 0.02% | No change | 273 | $31K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 272 | $31K |
| Mather Group, Llc. | 0.00% | New | 268 | $30K |
| Centerpoint Advisors, LLC | 0.01% | Add +198.9% | 269 | $30K |
| Crewe Advisors LLC | 0.00% | No change | 254 | $29K |
| Tidemark, LLC | 0.01% | No change | 250 | $28K |
| Godsey & Gibb, Inc. | 0.00% | No change | 250 | $28K |
| Logan Capital Management Inc. | 0.00% | No change | 250 | $28K |
| Oakworth Capital, Inc. | 0.00% | No change | 249 | $28K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.1% | 248 | $28K |
| Alpine Bank Wealth Management | 0.00% | Reduce -8.7% | 242 | $27K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 240 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -8.2% | 235 | $27K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 220 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 215 | $24K |
| Dakota Community Bank & Trust NA | 0.09% | No change | 200 | $23K |
| Bank of New Hampshire | 0.01% | No change | 200 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 193 | $22K |
| Sittner & Nelson, LLC | 0.01% | No change | 181 | $20K |
| Centennial Bank | 0.01% | No change | 175 | $20K |
| Toth Financial Advisory Corp. | 0.00% | No change | 174 | $20K |
| Hemington Wealth Management | 0.00% | Reduce -0.6% | 176 | $19K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 168 | $19K |
| WFA Asset Management Corp | 0.01% | Add +0.9% | 232 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Add +35.9% | 159 | $18K |
| Richardson Financial Services Inc. | 0.01% | Add +87.5% | 150 | $17K |
| TruNorth Capital Management, LLC | 0.00% | No change | 150 | $17K |
| Coastline Trust Co | 0.00% | No change | 150 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 150 | $17K |
| HM Payson & Co. | 0.00% | No change | 150 | $17K |
| Clean Yield Group | 0.00% | Add +223.8% | 136 | $15K |
| Hughes Financial Services, LLC | 0.00% | No change | 124 | $14K |
| Caldwell Trust Co | 0.00% | No change | 125 | $14K |
| Tsfg, LLC | 0.00% | No change | 117 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $12K |
| Toronto Dominion Bank | 0.00% | New | 107 | $12K |
| Clearstead Trust, LLC | 0.00% | Reduce -33.8% | 106 | $12K |
| Rakuten Securities, Inc. | 0.00% | New | 100 | $11K |
| Fortitude Family Office, LLC | 0.00% | Reduce -4.8% | 100 | $11K |
| Global Wealth Strategies & Associates | 0.00% | New | 100 | $11K |
| Raffa Wealth Management, LLC | 0.00% | No change | 93 | $11K |
| Grove Bank & Trust | 0.00% | No change | 93 | $11K |
| Smithfield Trust Co | 0.00% | No change | 87 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +8.6% | 88 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 87 | $10K |
| Asset Dedication, LLC | 0.00% | Add +66.0% | 83 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 82 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 82 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 80 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 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 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 70 | $8K |
| TD Private Client Wealth LLC | 0.00% | Add +70.7% | 70 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -10.4% | 69 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 68 | $8K |
| Clark Wealth Partners | 0.00% | No change | 64 | $8K |
| Breakwater Investment Management | 0.00% | No change | 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% | No change | 60 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 59 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +14.9% | 54 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $6K |
| Meeder Asset Management Inc. | 0.00% | Add +8.3% | 52 | $6K |
| 1 North Wealth Services LLC | 0.00% | No change | 50 | $6K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 50 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $6K |
| Eastern Bank | 0.00% | No change | 50 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $6K |
| Cornerstone Planning Group LLC | 0.00% | New | 40 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Albion Financial Group | 0.00% | No change | 45 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 40 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -85.5% | 39 | $4K |
| Luminist Capital LLC | 0.00% | No change | 37 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -60.6% | 37 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $4K |
| Trust Co. of Vermont | 0.00% | Reduce -2.9% | 33 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -28.9% | 27 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 27 | $3K |
| Avion Wealth | 0.00% | No change | 32 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 25 | $3K |
| Bfsg, LLC | 0.00% | New | 25 | $3K |
| Sachetta, LLC | 0.00% | No change | 23 | $3K |
| Core Alternative Capital | 0.00% | No change | 22 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +11.1% | 20 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 20 | $2K |
| Binnacle Investments Inc | 0.00% | Add +81.8% | 20 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 20 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 15 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 14 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 14 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $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 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -22.2% | 7 | $791 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $791 |
| Principia Wealth Advisory, LLC | 0.00% | Add +20.0% | 6 | $678 |
| DecisionPoint Financial, LLC | 0.00% | No change | 5 | $571 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $566 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +25.0% | 5 | $565 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $456 |
| North Capital, Inc. | 0.00% | New | 4 | $452 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $340 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 3 | $339 |
| S&T Bank | 0.00% | New | 3 | $339 |
| SouthState Bank Corp | 0.00% | Reduce -93.3% | 1 | $114 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 1 | $113 |
"% of holder's portfolio" is DTM's weight in each manager's 13F, not the share of DT Midstream Inc. the manager owns.