DT MidstreamDTM
13F holders, Q4 2025 (December 31)648holders +43
75new positions
49sold out
5famous investors
$119.70avg. 13F price*
At the end of Q4 2025, 648 institutions reported holding DT Midstream Inc. (DTM) in their 13F filings, up 43 from Q3 2025. 75 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($1.3B) and State Street Corp. ($384.9M). 5 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $206.6M |
| Exits | 49 | $105.6M |
All 13F filers, Q3 2025 → Q4 2025: 5,403,727 shares bought and 4,815,282 shares sold, net +588,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 648 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.8% | 11,078,802 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +1.9% | 10,840,692 | $1.3B |
| State Street Corp. | 0.01% | Reduce -0.1% | 3,194,831 | $384.9M |
| Deutsche Bank AG | 0.12% | Add +6.9% | 3,090,365 | $369.9M |
| 59 North Capital Management, LP | 11.36% | Reduce -0.8% | 3,050,320 | $365.1M |
| Tortoise Capital Advisors, L.L.C. | 4.54% | Add +10.6% | 2,980,945 | $356.8M |
| Neuberger Berman Group LLC | 0.25% | Reduce -0.5% | 2,782,736 | $333.0M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -1.6% | 2,624,612 | $314.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -10.5% | 2,576,942 | $308.4M |
| Geode Capital Management, LLC | 0.02% | Add +4.6% | 2,407,612 | $288.2M |
| Blackstone Inc. | 1.16% | Add +1.4% | 2,230,647 | $267.0M |
| Citadel Advisors | 0.11% | Add +4.3% | 1,372,178 | $164.2M |
| Capital Research Global Investors | 0.03% | Add +0.0% | 1,249,418 | $149.5M |
| Westwood Holdings Group Inc. | 1.11% | Add +1.6% | 1,127,338 | $134.9M |
| Invesco Ltd. | 0.01% | Add +4.7% | 1,045,754 | $125.2M |
| Merewether Investment Management, LP | 2.87% | Add +4.2% | 1,042,600 | $124.8M |
| Morgan Stanley | 0.01% | Add +7.7% | 1,041,197 | $124.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.18% | Reduce -3.7% | 1,023,361 | $122.5M |
| Norges Bank | 0.01% | — | 966,869 | $115.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.7% | 888,664 | $106.4M |
| Northern Trust Corp. | 0.01% | Reduce -3.6% | 881,267 | $105.5M |
| TrinityBridge Ltd | 2.34% | New | 881,000 | $105.4M |
| Kayne Anderson Capital Advisors LP | 2.35% | Reduce -0.4% | 863,526 | $103.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 772,879 | $92.5M |
| Franklin Resources Inc. | 0.02% | Reduce -11.3% | 769,721 | $92.1M |
| Reaves W H & Co. Inc. | 1.60% | Add +9.4% | 762,753 | $91.3M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 5.14% | Add +10.3% | 749,300 | $89.7M |
| Point72 Asset Management | 0.14% | Reduce -19.1% | 694,476 | $83.1M |
| Two Sigma Investments, LP | 0.13% | Add +135.4% | 667,367 | $79.9M |
| Bank of America Corp. | 0.01% | Reduce -10.3% | 663,065 | $79.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -25.1% | 652,634 | $78.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.18% | Reduce -13.1% | 650,077 | $77.8M |
| Bahl & Gaynor LLC | 0.34% | Reduce -1.0% | 562,615 | $67.3M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +0.2% | 529,491 | $63.4M |
| UBS Group AG | 0.01% | Add +9.1% | 528,575 | $63.3M |
| Russell Investments Group, Ltd. | 0.07% | Add +12.6% | 528,472 | $63.2M |
| Principal Financial Group Inc. | 0.03% | Add +2.6% | 513,541 | $61.5M |
| Brookfield Corp | 0.08% | Reduce -13.8% | 510,282 | $61.1M |
| Eagle Global Advisors LLC | 2.19% | Reduce -2.2% | 494,411 | $59.2M |
| Energy Income Partners, LLC | 0.92% | Reduce -57.7% | 425,669 | $50.9M |
| Eventide Asset Management, LLC | 0.74% | Add +115.4% | 394,724 | $47.3M |
| Two Sigma Advisers, LP | 0.09% | Add +317.7% | 390,100 | $46.7M |
| CIBC Private Wealth Group LLC | 0.08% | Add +0.1% | 383,668 | $45.9M |
| Holocene Advisors, LP | 0.09% | Reduce -33.3% | 369,738 | $44.3M |
| Duff & Phelps Investment Management Co. | 0.50% | Reduce -18.5% | 369,048 | $44.2M |
| Clark Capital Management Group, Inc. | 0.27% | Add +414.2% | 367,901 | $44.0M |
| Recurrent Investment Advisors LLC | 3.13% | Add +0.5% | 353,786 | $42.3M |
| First Trust Advisors LP | 0.03% | Add +15.6% | 332,146 | $39.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.94% | Reduce -2.5% | 329,868 | $39.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.1% | 318,169 | $38.1M |
| ProShare Advisors LLC | 0.07% | Reduce -11.6% | 315,200 | $37.7M |
| Gotham Asset Management | 0.12% | Add +7.6% | 285,239 | $34.1M |
| Rhumbline Advisers | 0.03% | Reduce -1.2% | 280,068 | $33.5M |
| Chickasaw Capital Management LLC | 1.38% | Add +0.3% | 279,940 | $33.5M |
| California Public Employees Retirement System | 0.02% | Reduce -18.4% | 273,885 | $32.8M |
| Bridgewater Associates | 0.12% | Reduce -12.0% | 270,145 | $32.3M |
| Pacer Advisors, Inc. | 0.08% | Reduce -0.5% | 253,942 | $30.4M |
| Focus Partners Wealth | 0.03% | Add +4.7% | 261,793 | $29.7M |
| Jennison Associates LLC | 0.02% | Add +8.9% | 247,640 | $29.6M |
| Copeland Capital Management, LLC | 0.66% | Reduce -5.2% | 245,257 | $29.4M |
| Freestone Grove Partners LP | 0.21% | Add +115.8% | 244,914 | $29.3M |
| Barclays PLC | 0.01% | Reduce -16.1% | 243,921 | $29.2M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.3% | 242,426 | $29.0M |
| Clearbridge Investments, LLC | 0.02% | Add +51.0% | 233,398 | $27.9M |
| Fractal Investments LLC | 3.86% | No change | 230,999 | $27.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -5.8% | 230,486 | $27.6M |
| Miller Howard Investments Inc. | 0.79% | Add +3.9% | 218,539 | $26.2M |
| Jain Global LLC | 0.27% | New | 218,047 | $26.1M |
| Voloridge Investment Management, LLC | 0.09% | Add +9.4% | 210,012 | $25.1M |
| Bank of Montreal | 0.01% | Reduce -32.8% | 208,392 | $24.9M |
| Nuveen, LLC | 0.01% | Reduce -22.8% | 207,422 | $24.8M |
| Alyeska Investment Group, L.P. | 0.07% | New | 205,567 | $24.6M |
| Squarepoint Ops LLC | 0.05% | Add +2466.2% | 204,242 | $24.4M |
| Alps Advisors Inc. | 0.14% | Reduce -7.3% | 201,441 | $24.1M |
| Swiss National Bank | 0.01% | Add +1.7% | 200,300 | $24.0M |
| Verition Fund Management LLC | 0.13% | Reduce -15.8% | 198,434 | $23.7M |
| Legal & General Group Plc | 0.00% | Reduce -30.5% | 170,062 | $20.4M |
| Cohen & Steers, Inc. | 0.04% | Add +4.0% | 163,103 | $19.5M |
| LPL Financial LLC | 0.01% | Add +13.3% | 161,318 | $19.3M |
| Raymond James Financial Inc. | 0.01% | Add +6.3% | 159,074 | $19.0M |
| Hennessy Advisors Inc. | 0.64% | Reduce -2.3% | 149,740 | $17.9M |
| Wellington Management Group LLP | 0.00% | Add +24.0% | 146,733 | $17.6M |
| AQR Capital Management | 0.01% | Reduce -31.6% | 139,335 | $16.7M |
| Susquehanna Portfolio Strategies, LLC | 0.25% | Add +9.9% | 137,390 | $16.4M |
| Alliancebernstein L.P. | 0.01% | Add +5.3% | 135,126 | $16.2M |
| Ceredex Value Advisors LLC | 0.44% | Reduce -18.9% | 121,450 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.7% | 111,439 | $13.3M |
| Catalyst Capital Advisors LLC | 0.27% | Reduce -34.3% | 110,308 | $13.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -9.8% | 108,101 | $12.9M |
| LMR Partners LLP | 0.16% | Add +675.6% | 102,901 | $12.3M |
| Wells Fargo & Company | 0.00% | Add +19.0% | 100,920 | $12.1M |
| Maryland State Retirement & Pension System | 0.25% | Add +1.5% | 100,629 | $12.0M |
| Moore Capital Management, LP | 0.25% | New | 100,000 | $12.0M |
| Thornburg Investment Management Inc. | 0.15% | Reduce -0.4% | 99,833 | $11.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 95,452 | $11.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.2% | 94,924 | $11.4M |
| Royal Bank of Canada | 0.00% | Reduce -35.2% | 93,597 | $11.2M |
| Exchange Traded Concepts, LLC | 0.09% | Reduce -9.3% | 92,732 | $11.1M |
| Man Group plc | 0.02% | Add +69.7% | 91,578 | $11.0M |
| Aventail Capital Group, LP | 0.61% | Reduce -22.1% | 88,112 | $10.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -7.3% | 84,449 | $10.1M |
| Covalis Capital LLP | 0.77% | Reduce -32.6% | 82,845 | $9.9M |
| Crawford Investment Counsel Inc. | 0.16% | Reduce -28.3% | 82,347 | $9.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.3% | 80,699 | $9.7M |
| FMR LLC | 0.00% | Add +26.8% | 80,701 | $9.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.4% | 75,783 | $9.1M |
| Creative Planning | 0.01% | Add +37.1% | 71,109 | $8.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +308.6% | 70,998 | $8.5M |
| Ancora Advisors LLC | 0.17% | Add +0.6% | 67,125 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +24.3% | 64,882 | $7.8M |
| SG Americas Securities, LLC | 0.01% | Add +139.8% | 62,986 | $7.5M |
| Dorsey Wright & Associates | 1.64% | Reduce -1.3% | 62,810 | $7.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.9% | 61,750 | $7.4M |
| RR Advisors, LLC | 2.31% | Add +8.3% | 61,733 | $7.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -42.2% | 60,477 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -6.3% | 55,825 | $6.7M |
| Capital Innovations LLC | 1.85% | — | 54,239 | $6.5M |
| Lanark Financial, Inc. | 0.48% | Reduce -0.1% | 52,714 | $6.3M |
| Yost Capital Management, LP | 8.68% | No change | 50,000 | $6.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -4.9% | 49,677 | $5.9M |
| Sei Investments Co. | 0.01% | Reduce -20.3% | 48,978 | $5.9M |
| Sagefield Capital LP | 0.49% | Reduce -2.5% | 48,113 | $5.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 46,284 | $5.5M |
| Quantinno Capital Management LP | 0.01% | Add +55.8% | 45,760 | $5.5M |
| Amalgamated Bank | 0.04% | Reduce -3.8% | 44,847 | $5.4M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -11.3% | 44,688 | $5.3M |
| Janus Henderson Group PLC | 0.00% | No change | 44,070 | $5.3M |
| Allianz Asset Management GmbH | 0.01% | Reduce -36.0% | 43,171 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -3.8% | 42,945 | $5.1M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 42,505 | $5.1M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -9.8% | 42,315 | $5.1M |
| Voya Investment Management LLC | 0.01% | Reduce -65.9% | 41,610 | $5.0M |
| Premier Fund Managers Ltd | 0.29% | Add +57.7% | 41,000 | $5.0M |
| State of Alaska, Department of Revenue | 0.05% | Reduce -2.1% | 40,831 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.1% | 40,341 | $4.8M |
| Citigroup Inc. | 0.00% | Reduce -50.8% | 39,494 | $4.7M |
| American Century Companies Inc. | 0.00% | Reduce -8.4% | 39,037 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.3% | 38,898 | $4.7M |
| TD Asset Management Inc | 0.00% | No change | 38,400 | $4.6M |
| Comerica Bank | 0.02% | Reduce -8.4% | 38,256 | $4.6M |
| Natixis | 0.02% | New | 37,851 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -15.3% | 37,333 | $4.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -15.3% | 37,249 | $4.5M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +17.0% | 36,227 | $4.3M |
| Cwm, LLC | 0.01% | Add +518.0% | 34,544 | $4.1M |
| Van Eck Associates Corp. | 0.00% | Add +10.6% | 33,324 | $4.0M |
| Dark Forest Capital Management LP | 0.18% | Add +379.5% | 33,121 | $4.0M |
| Campbell & CO Investment Adviser LLC | 0.19% | Add +120.3% | 32,763 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.8% | 32,729 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +10.4% | 32,601 | $3.9M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.6% | 31,579 | $3.8M |
| Johnson Investment Counsel Inc. | 0.03% | No change | 31,238 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +18.8% | 30,865 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.5% | 30,044 | $3.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.9% | 30,005 | $3.6M |
| Vaughan David Investments LLC | 0.08% | No change | 29,862 | $3.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 28,039 | $3.5M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -7.8% | 29,464 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 29,270 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 28,338 | $3.4M |
| Arizona State Retirement System | 0.02% | Reduce -5.5% | 28,413 | $3.4M |
| City Holding Co. | 0.41% | Add +12.4% | 28,143 | $3.4M |
| Louisiana State Employees Retirement System | 0.06% | Reduce -0.7% | 28,100 | $3.4M |
| Natixis Advisors, LLC | 0.00% | Add +0.5% | 27,056 | $3.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +3.0% | 25,908 | $3.1M |
| Horizon Investments, LLC | 0.04% | New | 25,618 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +32.8% | 25,545 | $3.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -2.4% | 25,443 | $3.0M |
| Nishkama Capital, LLC | 0.41% | New | 25,165 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 24,998 | $3.0M |
| Glenmede Trust Co. NA | 0.01% | — | 24,596 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +9.1% | 24,117 | $2.9M |
| State of Michigan Retirement System | 0.01% | Reduce -0.4% | 24,055 | $2.9M |
| Intech Investment Management LLC | 0.03% | Reduce -84.1% | 23,421 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.5% | 22,748 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +4.2% | 22,500 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.2% | 22,309 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.7% | 22,276 | $2.7M |
| Numerai GP LLC | 0.30% | Add +39.5% | 20,560 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.8% | 20,315 | $2.4M |
| Ausbil Investment Management Ltd | 1.37% | Reduce -9.8% | 20,152 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +0.9% | 20,139 | $2.4M |
| Commerce Bank | 0.01% | Reduce -0.9% | 20,023 | $2.4M |
| Credit Agricole S A | 0.01% | No change | 19,955 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -19.1% | 19,822 | $2.4M |
| New Mexico Educational Retirement Board | 0.07% | No change | 19,748 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -4.3% | 18,662 | $2.2M |
| First American Bank | 0.13% | Add +48.8% | 18,073 | $2.2M |
| Blue Chip Partners, LLC | 0.15% | Add +0.2% | 17,721 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +8.0% | 17,604 | $2.1M |
| Vident Advisory, LLC | 0.02% | Reduce -15.8% | 17,569 | $2.1M |
| Bernard Wealth Management Corp. | 0.84% | Add +0.1% | 17,253 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -38.5% | 17,112 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +8.2% | 16,813 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 16,516 | $2.0M |
| Pictet Asset Management Holding SA | 0.00% | Add +11.1% | 15,878 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +16.6% | 15,802 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -88.3% | 15,785 | $1.9M |
| Cookson Peirce & Co. Inc. | 0.08% | Add +3.9% | 15,658 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.5% | 15,168 | $1.8M |
| &partners | 0.01% | Add +36.2% | 15,126 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 15,011 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +2.3% | 15,014 | $1.8M |
| Bright Rock Capital Management, LLC | 0.35% | No change | 15,000 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +48.0% | 14,846 | $1.8M |
| Linden Thomas Advisory Services, LLC | 0.18% | Reduce -0.2% | 14,625 | $1.8M |
| First Citizens Bank & Trust Co. | 0.04% | Add +2.2% | 14,454 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -4.7% | 14,379 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +5.7% | 13,891 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.8% | 14,095 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.2% | 13,826 | $1.7M |
| Bridgewater Advisors Inc. | 0.10% | Reduce -4.1% | 13,575 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +33.6% | 13,434 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Reduce -3.9% | 13,283 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +10.2% | 12,722 | $1.5M |
| NEOS Investment Management LLC | 0.01% | New | 12,376 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,300 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.5% | 12,036 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -14.7% | 11,657 | $1.4M |
| Nordea Investment Management AB | 0.00% | New | 11,464 | $1.4M |
| Hantz Financial Services, Inc. | 0.02% | Add +12.3% | 11,390 | $1.4M |
| Gilliland Jeter Wealth Management LLC | 0.41% | No change | 11,212 | $1.3M |
| Sit Investment Associates Inc. | 0.03% | No change | 10,875 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 10,749 | $1.3M |
| Caprock Group, LLC | 0.03% | Add +38.8% | 10,399 | $1.3M |
| Brasada Capital Management, LP | 0.21% | Add +1.4% | 10,293 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -10.8% | 10,340 | $1.2M |
| Xponance LLC | 0.01% | Reduce -14.4% | 10,311 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Add +14.6% | 10,092 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +40.1% | 10,088 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +1.0% | 9,993 | $1.2M |
| Drucker Wealth 3.0, LLC | 0.21% | Add +8.6% | 9,921 | $1.2M |
| Castleark Management LLC | 0.03% | Reduce -20.5% | 9,830 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.5% | 9,464 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -49.0% | 9,431 | $1.1M |
| Turtle Creek Wealth Advisors, LLC | 0.09% | Add +49.5% | 9,332 | $1.1M |
| US Bancorp \de | 0.00% | Add +2.7% | 9,256 | $1.1M |
| Amundi | 0.00% | New | 9,099 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -12.2% | 9,056 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -21.8% | 8,947 | $1.1M |
| M&T Bank Corp | 0.00% | Add +11.8% | 8,601 | $1.0M |
| Gabelli Funds LLC | 0.01% | No change | 8,500 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.2% | 8,416 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -30.0% | 8,378 | $1.0M |
| Independent Advisor Alliance | 0.02% | Add +30.1% | 8,144 | $975K |
| Cresset Asset Management, LLC | 0.00% | Add +220.7% | 8,046 | $968K |
| ExodusPoint Capital Management, LP | 0.01% | New | 7,996 | $957K |
| Dockside LLC | 0.24% | — | 7,972 | $954K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,916 | $947K |
| Fox Run Management, L.L.C. | 0.15% | New | 7,892 | $945K |
| Ethic Inc. | 0.01% | Add +2.5% | 7,841 | $938K |
| PDT Partners, LLC | 0.06% | Reduce -80.8% | 7,746 | $927K |
| VestGen Investment Management | 0.51% | Add +1.2% | 7,698 | $921K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.5% | 7,688 | $920K |
| Modern Wealth Management, LLC | 0.02% | Add +13.4% | 7,561 | $905K |
| HighPoint Advisor Group LLC | 0.02% | Add +4.9% | 7,561 | $905K |
| Rockefeller Capital Management L.P. | 0.00% | Add +41.2% | 7,473 | $894K |
| Bokf, NA | 0.01% | Reduce -3.6% | 7,449 | $891K |
| Securian Asset Management, Inc. | 0.03% | Reduce -3.0% | 7,380 | $883K |
| Prudential PLC | 0.01% | New | 7,269 | $870K |
| Savant Capital, LLC | 0.00% | Reduce -2.1% | 7,180 | $859K |
| Invst, LLC | 0.09% | Reduce -7.7% | 7,085 | $848K |
| HSBC Holdings PLC | 0.00% | New | 7,000 | $839K |
| Blair William & Co. | 0.00% | Add +2.1% | 6,952 | $832K |
| QRG Capital Management, Inc. | 0.01% | Add +10.3% | 6,899 | $826K |
| Teacher Retirement System of Texas | 0.00% | Reduce -61.6% | 6,888 | $824K |
| Principal Securities, Inc. | 0.01% | Add +731.2% | 6,874 | $823K |
| Prudential Financial Inc. | 0.00% | Reduce -48.2% | 6,681 | $807K |
| Palo Duro Investment Partners, LP | 0.24% | Reduce -4.2% | 6,701 | $802K |
| Williamson Legacy Group, LLC | 0.62% | Reduce -7.5% | 6,614 | $792K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.9% | 6,546 | $783K |
| Edgestream Partners, L.P. | 0.02% | New | 6,474 | $775K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.7% | 6,262 | $749K |
| Park Avenue Securities LLC | 0.01% | New | 6,101 | $730K |
| Parallel Advisors, LLC | 0.01% | Add +2.0% | 6,095 | $729K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 6,015 | $720K |
| Captrust Financial Advisors | 0.00% | Add +4.6% | 5,947 | $712K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.3% | 5,933 | $710K |
| SS&H Financial Advisors, Inc. | 0.21% | No change | 5,900 | $706K |
| Simon Quick Advisors, LLC | 0.03% | New | 5,602 | $670K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +79.3% | 5,568 | $666K |
| FSA Advisors, Inc. | 0.46% | Add +25.3% | 5,536 | $663K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -31.4% | 5,477 | $655K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 5,416 | $648K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -22.3% | 5,376 | $647K |
| Utah Retirement Systems | 0.01% | No change | 5,401 | $646K |
| PFG Investments, LLC | 0.03% | Add +1.2% | 5,254 | $629K |
| GAMMA Investing LLC | 0.03% | Add +11.5% | 5,243 | $627K |
| Sculati Wealth Management, LLC | 0.22% | Reduce -1.0% | 5,180 | $620K |
| Callan Family Office, LLC | 0.01% | Add +92.9% | 5,103 | $611K |
| Hopwood Nicholas Hunter | 0.20% | — | 5,053 | $605K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +0.1% | 4,889 | $585K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.8% | 4,887 | $585K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -4.5% | 4,875 | $583K |
| Brevan Howard Capital Management LP | 0.01% | Add +27.3% | 4,804 | $575K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -1.2% | 4,796 | $574K |
| Elm3 Financial Group, LLC | 0.47% | Reduce -0.2% | 4,764 | $570K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -3.8% | 4,747 | $568K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.1% | 4,679 | $560K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,665 | $558K |
| Legacy Capital Group California, Inc. | 0.13% | Reduce -7.3% | 4,631 | $554K |
| Legacy Wealth Asset Management, LLC | 0.14% | Reduce -0.4% | 4,592 | $550K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 4,516 | $540K |
| Evergreen Capital Management LLC | 0.01% | Reduce -8.0% | 4,410 | $531K |
| HB Wealth Management, LLC | 0.00% | Add +11.3% | 4,364 | $522K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -6.1% | 4,358 | $522K |
| Forum Financial Management, LP | 0.01% | No change | 4,321 | $517K |
| Brooklyn Investment Group | 0.02% | New | 4,194 | $507K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.6% | 4,204 | $503K |
| M1 Capital Management LLC | 0.20% | Add +0.2% | 4,095 | $490K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -12.2% | 3,976 | $480K |
| Greenland Capital Management LP | 0.07% | New | 4,000 | $479K |
| Impact Capital Partners LLC | 0.14% | No change | 3,997 | $478K |
| Burns Matteson Capital Management, LLC | 0.19% | No change | 3,972 | $475K |
| Great Lakes Advisors, LLC | 0.00% | Add +4.0% | 3,751 | $449K |
| Secure Asset Management, LLC | 0.07% | Add +7.4% | 3,684 | $441K |
| Strategic Investment Advisors / MI | 0.04% | Add +0.5% | 3,683 | $441K |
| Blue Trust, Inc. | 0.00% | Reduce -0.8% | 3,631 | $435K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,623 | $434K |
| NewEdge Wealth, LLC | 0.00% | Add +2.4% | 3,613 | $432K |
| Foguth Wealth Management, LLC. | 0.07% | — | 3,571 | $432K |
| North Dakota State Investment Board | 0.02% | — | 3,585 | $429K |
| CX Institutional | 0.01% | Reduce -3.3% | 3,584 | $429K |
| Procyon Advisors, LLC | 0.02% | New | 3,563 | $426K |
| Hardy Reed LLC | 0.03% | Add +2.1% | 3,470 | $415K |
| Ritholtz Wealth Management | 0.01% | Add +0.5% | 3,434 | $411K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | New | 3,407 | $411K |
| Blue Water Asset Management | 0.15% | — | 3,406 | $408K |
| Mgo One Seven LLC | 0.01% | Reduce -2.4% | 3,406 | $408K |
| Advance Capital Management, Inc. | 0.02% | Add +23.7% | 3,391 | $406K |
| Shelton Capital Management | 0.01% | Reduce -4.9% | 3,389 | $406K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -11.2% | 3,384 | $405K |
| Allworth Financial LP | 0.00% | Add +108.9% | 3,349 | $401K |
| Axq Capital, LP | 0.09% | Add +31.9% | 3,348 | $401K |
| Wedmont Private Capital | 0.01% | Reduce -3.6% | 3,360 | $400K |
| SBI Okasan Asset Management Co.Ltd. | 0.02% | — | 3,300 | $399K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.9% | 3,242 | $388K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -10.1% | 3,226 | $386K |
| Marshall Wace, LLP | 0.00% | New | 3,215 | $385K |
| Centaurus Financial, Inc. | 0.02% | Add +0.5% | 3,191 | $382K |
| CIBC Asset Management Inc | 0.00% | No change | 3,170 | $379K |
| Lido Advisors, LLC | 0.00% | Add +10.2% | 3,290 | $379K |
| Oppenheimer & Co. Inc. | 0.01% | Add +35.1% | 3,161 | $378K |
| ELCO Management Co., LLC | 0.24% | Add +3.3% | 3,150 | $377K |
| Dougherty & Associates, LLC | 0.33% | — | 3,118 | $373K |
| Cranbrook Wealth Management, LLC | 0.07% | No change | 3,107 | $372K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 3,070 | $367K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.1% | 3,052 | $365K |
| Ameritas Advisory Services, LLC | 0.01% | Add +8027.0% | 3,007 | $360K |
| KBC Group NV | 0.00% | No change | 3,003 | $359K |
| Equitable Holdings, Inc. | 0.00% | Add +41.4% | 2,966 | $355K |
| Polymer Capital Management (US) LLC | 0.05% | Reduce -49.2% | 2,963 | $355K |
| Gsa Capital Partners LLP | 0.03% | New | 2,948 | $353K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 2,907 | $350K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 2,871 | $346K |
| Parcion Private Wealth LLC | 0.02% | Add +1.8% | 2,878 | $344K |
| Rehmann Capital Advisory Group | 0.02% | Add +36.6% | 2,876 | $344K |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 2,850 | $341K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.6% | 2,828 | $338K |
| Lakeshore Financial Planning, Inc. | 0.12% | Reduce -2.2% | 2,809 | $336K |
| Fieldview Capital Management, LLC | 0.06% | New | 2,789 | $334K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 2,782 | $333K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | No change | 2,741 | $328K |
| Prospera Financial Services Inc | 0.01% | Add +34.6% | 2,720 | $326K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,690 | $324K |
| Hudson Value Partners, LLC | 0.10% | No change | 2,651 | $319K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,660 | $318K |
| MAI Capital Management | 0.00% | Reduce -5.6% | 2,637 | $316K |
| FORA Capital, LLC | 0.04% | New | 2,619 | $313K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.1% | 2,619 | $313K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,603 | $312K |
| Norden Group LLC | 0.03% | Add +5.5% | 2,574 | $308K |
| Keybank National Association | 0.00% | Reduce -0.7% | 2,569 | $307K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.2% | 2,560 | $306K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.8% | 2,558 | $306K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 2,547 | $305K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,525 | $302K |
| Valmark Advisers, Inc. | 0.00% | Add +2.7% | 2,521 | $302K |
| Perbak Capital Partners LLP | 0.09% | Reduce -57.7% | 2,507 | $300K |
| XML Financial, LLC | 0.02% | No change | 2,503 | $300K |
| Guggenheim Capital LLC | 0.00% | Reduce -56.8% | 2,480 | $297K |
| STRS Ohio | 0.00% | Add +0.2% | 2,430 | $291K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.1% | 2,428 | $291K |
| Morton Community Bank | 0.06% | No change | 2,300 | $290K |
| Signaturefd, LLC | 0.00% | Add +7.6% | 2,420 | $290K |
| Arax Advisory Partners | 0.01% | Add +60.9% | 2,405 | $288K |
| Greenleaf Trust | 0.00% | Add +15.3% | 2,401 | $287K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -0.5% | 2,360 | $282K |
| William Mack & Associates, Inc. | 0.13% | No change | 2,335 | $279K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.2% | 2,333 | $279K |
| Huntington National Bank | 0.00% | Add +10.4% | 2,308 | $276K |
| Vise Technologies, Inc. | 0.01% | Add +13.7% | 2,292 | $274K |
| OneAscent Investment Solutions LLC | 0.29% | Reduce -0.2% | 2,279 | $273K |
| International Assets Investment Management, LLC | 0.02% | Reduce -4.9% | 2,269 | $272K |
| Citizens Financial Group Inc. | 0.00% | Reduce -18.2% | 2,268 | $271K |
| Stonebrook Private Inc. | 0.06% | New | 2,257 | $270K |
| Profund Advisors LLC | 0.01% | Reduce -6.8% | 2,212 | $265K |
| Global Retirement Partners, LLC | 0.00% | Add +681.1% | 2,195 | $263K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,191 | $262K |
| Wealthspire Advisors, LLC | 0.00% | Add +10.3% | 2,190 | $262K |
| Finward Bancorp | 0.20% | No change | 2,185 | $262K |
| Harbour Investments, Inc. | 0.01% | Add +66.4% | 2,182 | $261K |
| Forefront Wealth Management Inc. | 0.19% | Add +1.9% | 2,169 | $260K |
| Kingsview Wealth Management, LLC | 0.00% | Add +11.4% | 2,140 | $256K |
| Hummer Financial Advisory Services Inc | 0.18% | Reduce -4.5% | 2,105 | $254K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,105 | $252K |
| Acorn Wealth Advisors, LLC | 0.07% | Add +0.4% | 2,081 | $249K |
| Glenview Trust Co | 0.00% | New | 2,065 | $247K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,053 | $246K |
| Impact Partnership Wealth, LLC | 0.03% | New | 2,050 | $245K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.4% | 2,042 | $244K |
| Lazard Asset Management LLC | 0.00% | Reduce -21.8% | 2,039 | $244K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,038 | $244K |
| McMillan Office, Inc. | 0.03% | — | 2,009 | $240K |
| Brighton Securities Corp. | 0.12% | Reduce -9.4% | 2,009 | $240K |
| Alpine Global Management, LLC | 0.06% | New | 1,993 | $239K |
| D.A. Davidson & Co. | 0.00% | Add +1.6% | 1,968 | $236K |
| Essex Financial Services, Inc. | 0.01% | Add +1.8% | 1,968 | $236K |
| Stephens Consulting, LLC | 0.08% | No change | 1,960 | $235K |
| Tidal Investments LLC | 0.00% | Reduce -82.6% | 1,947 | $233K |
| Strategy Asset Managers LLC | 0.04% | Reduce -7.1% | 1,932 | $231K |
| Quantum Financial Advisors, LLC | 0.03% | Add +0.1% | 1,924 | $230K |
| Arbor Wealth Advisors LLC | 0.16% | No change | 1,904 | $228K |
| Mackenzie Financial Corp. | 0.00% | Reduce -79.7% | 1,884 | $227K |
| Choreo, LLC | 0.00% | New | 1,866 | $225K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -18.3% | 1,881 | $225K |
| Diversified Trust Co. | 0.00% | New | 1,875 | $224K |
| EntryPoint Capital, LLC | 0.09% | No change | 1,871 | $224K |
| Chicago Capital, LLC | 0.01% | No change | 1,858 | $222K |
| Redwood Wealth Management Group, LLC | 0.09% | Reduce -4.6% | 1,850 | $221K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -7.5% | 1,848 | $221K |
| SJS Investment Consulting Inc. | 0.03% | No change | 1,843 | $221K |
| Advisors Capital Management, LLC | 0.00% | No change | 1,839 | $220K |
| AlphaCore Capital LLC | 0.00% | New | 1,838 | $220K |
| Fifth Third Bancorp | 0.00% | Reduce -4.6% | 1,830 | $219K |
| World Investment Advisors | 0.00% | New | 1,824 | $218K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.2% | 1,802 | $217K |
| GEM Asset Management, LLC | 0.10% | No change | 1,810 | $216K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -7.0% | 1,785 | $214K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +14.4% | 1,774 | $212K |
| Wellington Shields & Co., LLC | 0.05% | New | 1,750 | $209K |
| DAVENPORT & Co LLC | 0.00% | New | 1,750 | $209K |
| Brown Wealth Management, LLC | 0.06% | New | 1,748 | $209K |
| Brookstone Capital Management | 0.00% | New | 1,740 | $208K |
| Krane Funds Advisors LLC | 0.01% | Reduce -10.3% | 1,740 | $208K |
| AlphaGrep UK Ltd | 0.07% | — | 1,739 | $208K |
| Curated Wealth Partners LLC | 0.02% | New | 1,722 | $206K |
| Rafferty Asset Management, LLC | 0.00% | New | 1,709 | $205K |
| Inscription Capital, LLC | 0.02% | New | 1,702 | $204K |
| Values First Advisors, Inc. | 0.11% | New | 1,700 | $203K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,688 | $202K |
| Cary Street Partners Financial LLC | 0.01% | Add +6.3% | 1,675 | $200K |
| Midwest Capital Advisors, LLC | 0.09% | No change | 1,576 | $189K |
| MeadowBrook Investment Advisors LLC | 0.16% | No change | 1,552 | $186K |
| IFP Advisors, Inc | 0.00% | Add +52.2% | 1,522 | $182K |
| Amplify Investments, LLC | 4.20% | Add +21.4% | 1,700 | $181K |
| NBT Bank, N.A. | 0.01% | No change | 1,502 | $180K |
| Nemes Rush Group LLC | 0.02% | Add +4.3% | 1,468 | $176K |
| Smartleaf Asset Management LLC | 0.01% | Add +231.3% | 1,378 | $167K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.8% | 1,374 | $164K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -46.7% | 1,369 | $164K |
| Virtus Investment Advisers, LLC | 0.04% | New | 1,360 | $163K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 1,178 | $141K |
| American National Bank & Trust | 0.01% | Add +250.8% | 1,175 | $141K |
| UMB Bank, n.a. | 0.00% | Add +5.5% | 1,142 | $137K |
| Larson Financial Group LLC | 0.00% | Add +11.1% | 1,108 | $133K |
| North Star Investment Management Corp. | 0.01% | Add +2.6% | 1,103 | $132K |
| Clearstead Advisors, LLC | 0.00% | Add +27.5% | 1,012 | $121K |
| MCF Advisors LLC | 0.01% | No change | 1,005 | $121K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.7% | 1,009 | $121K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 952 | $114K |
| Covestor Ltd | 0.06% | Add +11.2% | 897 | $107K |
| SageView Advisory Group, LLC | 0.00% | New | 884 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.6% | 874 | $105K |
| Burkett Financial Services, LLC | 0.03% | Reduce -0.1% | 802 | $96K |
| Delta Asset Management LLC | 0.01% | No change | 764 | $91K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.4% | 728 | $87K |
| Webster Bank, N. A. | 0.01% | No change | 725 | $87K |
| GeoWealth Management, LLC | 0.00% | Reduce -8.7% | 696 | $83K |
| Rothschild Investment LLC | 0.00% | Reduce -2.3% | 682 | $82K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $81K |
| Sound Income Strategies, LLC | 0.00% | Add +114.4% | 656 | $79K |
| Financial Perspectives, Inc | 0.02% | Add +0.5% | 639 | $76K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 610 | $73K |
| Private Trust Co. NA | 0.01% | Add +11.2% | 595 | $71K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 570 | $68K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 551 | $66K |
| Quent Capital, LLC | 0.00% | No change | 537 | $64K |
| Versant Capital Management, Inc | 0.01% | Add +0.8% | 535 | $64K |
| Crews Bank & Trust | 0.01% | No change | 533 | $64K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -20.0% | 503 | $60K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $60K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 500 | $60K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $60K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 467 | $56K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $53K |
| Assetmark, Inc. | 0.00% | Add +9.3% | 436 | $52K |
| Pacific Center for Financial Services | 0.01% | No change | 459 | $52K |
| RHL Group, LLC | 0.04% | — | 418 | $50K |
| Gen-Wealth Partners Inc | 0.02% | No change | 417 | $50K |
| Scarborough Advisors, LLC | 0.01% | Add +0.7% | 413 | $49K |
| Concord Wealth Partners | 0.01% | No change | 410 | $49K |
| Spire Wealth Management | 0.00% | No change | 406 | $49K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -84.2% | 440 | $48K |
| Bessemer Group Inc. | 0.00% | Reduce -0.8% | 379 | $45K |
| Essex Investment Management Co. LLC | 0.01% | No change | 364 | $44K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $42K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.8% | 347 | $42K |
| First Horizon Corp. | 0.00% | Add +18.5% | 339 | $41K |
| Root Financial Partners, LLC | 0.00% | Add +14.6% | 330 | $39K |
| Westside Investment Management, Inc. | 0.01% | Add +6.2% | 308 | $37K |
| AdvisorNet Financial, Inc | 0.00% | No change | 307 | $37K |
| WFA of San Diego, LLC | 0.03% | No change | 301 | $36K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 300 | $36K |
| LRI Investments, LLC | 0.00% | No change | 298 | $36K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 274 | $33K |
| Centerpoint Advisors, LLC | 0.01% | No change | 269 | $32K |
| Bell Investment Advisors, Inc | 0.01% | Add +6.8% | 265 | $32K |
| Crewe Advisors LLC | 0.00% | No change | 254 | $30K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 250 | $30K |
| Tidemark, LLC | 0.01% | No change | 250 | $30K |
| Godsey & Gibb, Inc. | 0.00% | No change | 250 | $30K |
| Oakworth Capital, Inc. | 0.00% | No change | 249 | $30K |
| Richardson Financial Services Inc. | 0.01% | Add +62.7% | 244 | $29K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 240 | $29K |
| V-Square Quantitative Management LLC | 0.00% | New | 238 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 220 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 215 | $26K |
| Dakota Community Bank & Trust NA | 0.08% | No change | 200 | $24K |
| Bank of New Hampshire | 0.01% | No change | 200 | $24K |
| Sittner & Nelson, LLC | 0.01% | No change | 181 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 193 | $23K |
| Estate Planners Group, LLC | 0.01% | — | 184 | $22K |
| Centennial Bank | 0.01% | No change | 175 | $21K |
| Toth Financial Advisory Corp. | 0.00% | No change | 174 | $21K |
| Eagle Bay Advisors LLC | 0.02% | New | 172 | $21K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 168 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 159 | $19K |
| Coastline Trust Co | 0.00% | No change | 150 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 150 | $18K |
| HM Payson & Co. | 0.00% | No change | 150 | $18K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 139 | $17K |
| Clean Yield Group | 0.00% | No change | 136 | $16K |
| Elyxium Wealth, LLC | 0.00% | New | 132 | $16K |
| McGuire Capital Advisors Inc. | 0.01% | — | 125 | $15K |
| Caldwell Trust Co | 0.00% | No change | 125 | $15K |
| Hughes Financial Services, LLC | 0.00% | No change | 124 | $15K |
| CDKV Holdings LLC | 0.01% | — | 119 | $14K |
| Tsfg, LLC | 0.00% | No change | 117 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $13K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $13K |
| Global Wealth Strategies & Associates | 0.00% | No change | 100 | $12K |
| DV Trading LLC | 0.00% | — | 100 | $12K |
| Fortitude Family Office, LLC | 0.00% | Reduce -1.0% | 99 | $12K |
| Raffa Wealth Management, LLC | 0.00% | No change | 93 | $11K |
| Grove Bank & Trust | 0.00% | No change | 93 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 92 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 88 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 87 | $10K |
| Smithfield Trust Co | 0.00% | No change | 87 | $10K |
| Asset Dedication, LLC | 0.00% | No change | 83 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 82 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 82 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 80 | $10K |
| Battery Global Advisors, LLC | 0.00% | New | 408 | $10K |
| S&T Bank | 0.00% | Add +2500.0% | 78 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 75 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 72 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 71 | $8K |
| TD Private Client Wealth LLC | 0.00% | Add +1.4% | 71 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 70 | $8K |
| WPG Advisers, LLC | 0.01% | No change | 68 | $8K |
| Walsh & Associates, LLC | 0.01% | — | 66 | $8K |
| Clark Wealth Partners | 0.00% | No change | 64 | $8K |
| Breakwater Investment Management | 0.00% | No change | 64 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.7% | 60 | $7K |
| BankPlus Trust Department | 0.00% | No change | 60 | $7K |
| Hilltop National Bank | 0.00% | No change | 60 | $7K |
| Bare Financial Services, Inc | 0.00% | Reduce -5.6% | 51 | $6K |
| Horizon Bancorp Inc. | 0.00% | Reduce -25.8% | 49 | $6K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $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 |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -22.9% | 47 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -11.5% | 46 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Manchester Capital Management LLC | 0.00% | New | 45 | $5K |
| Albion Financial Group | 0.00% | No change | 45 | $5K |
| Stone House Investment Management, LLC | 0.00% | Add +51.9% | 41 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 40 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 39 | $5K |
| Luminist Capital LLC | 0.01% | No change | 37 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $4K |
| Avion Wealth | 0.00% | Add +12.5% | 36 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 33 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -25.0% | 30 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 30 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +40.0% | 28 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 22 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 25 | $3K |
| Bfsg, LLC | 0.00% | No change | 25 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -11.1% | 24 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 24 | $3K |
| Sachetta, LLC | 0.00% | No change | 23 | $3K |
| Toronto Dominion Bank | 0.00% | Reduce -78.5% | 23 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +10.0% | 22 | $3K |
| Noble Wealth Management PBC | 0.00% | New | 21 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 20 | $2K |
| SHP Wealth Management | 0.00% | — | 19 | $2K |
| Torren Management, LLC | 0.00% | — | 19 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 17 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 15 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1400.0% | 15 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -6.7% | 14 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 13 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -14.3% | 12 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 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 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +28.6% | 9 | $1K |
| Inspire Investing, LLC | 0.00% | New | 9 | $1K |
| Optima Capital LLC | 0.00% | New | 7 | $844 |
| Sunrise Financial Services, LLC | 0.00% | — | 7 | $838 |
| HFM Investment Advisors, LLC | 0.00% | No change | 7 | $838 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $718 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $599 |
| DecisionPoint Financial, LLC | 0.00% | No change | 5 | $599 |
| Triumph Capital Management | 0.00% | New | 4 | $486 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $482 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $360 |
| Carolina Wealth Advisors, LLC | 0.00% | New | 3 | $359 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $249 |
| Atlas Capital Advisors Inc. | 0.00% | — | 2 | $239 |
| SouthState Bank Corp | 0.00% | No change | 1 | $120 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $120 |
| Elevated Capital Advisors, LLC | 0.00% | New | 1 | $120 |
"% of holder's portfolio" is DTM's weight in each manager's 13F, not the share of DT Midstream Inc. the manager owns.