DT MidstreamDTM
13F holders, Q1 2026 (March 31)683holders +35
90new positions
60sold out
8famous investors
$134.64avg. 13F price*
At the end of Q1 2026, 683 institutions reported holding DT Midstream Inc. (DTM) in their 13F filings, up 35 from Q4 2025. 90 opened new positions and 60 sold out. The largest holders were BlackRock, Inc. ($1.5B), Vanguard Portfolio Management LLC ($792.4M) and Vanguard Capital Management LLC ($614.7M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $194.6M |
| Exits | 60 | $125.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,248,912 shares bought and 6,389,112 shares sold, net −140,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 683 holders
| BlackRock, Inc. | 0.03% | Add +0.7% | 10,917,048 | $1.5B |
| Vanguard Portfolio Management LLC | 0.04% | — | 5,884,239 | $792.4M |
| Vanguard Capital Management LLC | 0.02% | — | 4,564,584 | $614.7M |
| State Street Corp. | 0.02% | Add +1.6% | 3,246,345 | $440.0M |
| Deutsche Bank AG | 0.14% | Reduce -1.1% | 3,056,441 | $411.6M |
| Tortoise Capital Advisors, L.L.C. | 4.22% | Add +0.9% | 3,007,559 | $405.0M |
| Neuberger Berman Group LLC | 0.30% | Add +5.6% | 2,937,408 | $395.6M |
| Blackstone Inc. | 1.48% | Add +20.2% | 2,680,256 | $361.0M |
| 59 North Capital Management, LP | 10.53% | Reduce -14.0% | 2,621,909 | $353.1M |
| Geode Capital Management, LLC | 0.02% | Reduce -4.0% | 2,310,954 | $311.3M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -13.3% | 2,276,844 | $306.6M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -15.9% | 2,166,206 | $291.7M |
| T. Rowe Price Investment Management, Inc. | 0.19% | Add +282.6% | 2,025,612 | $272.8M |
| Citadel Advisors | 0.13% | Reduce -2.3% | 1,340,817 | $180.6M |
| Capital Research Global Investors | 0.02% | Reduce -9.0% | 1,136,963 | $153.1M |
| Westwood Holdings Group Inc. | 1.06% | Reduce -4.6% | 1,075,249 | $144.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.20% | Add +3.5% | 1,058,772 | $142.6M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 1,014,931 | $136.7M |
| Invesco Ltd. | 0.01% | Reduce -5.1% | 991,956 | $133.6M |
| Reaves W H & Co. Inc. | 2.08% | Add +22.3% | 932,483 | $125.6M |
| Northern Trust Corp. | 0.02% | Add +3.1% | 908,248 | $122.3M |
| Bank of New York Mellon Corp | 0.02% | Add +0.4% | 892,353 | $120.2M |
| TrinityBridge Ltd | 3.22% | No change | 881,000 | $118.7M |
| Merewether Investment Management, LP | 2.18% | Reduce -19.9% | 835,006 | $112.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.4% | 806,857 | $108.7M |
| Franklin Resources Inc. | 0.03% | Reduce -0.2% | 768,186 | $103.5M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.87% | Reduce -3.0% | 727,100 | $97.9M |
| Two Sigma Investments, LP | 0.08% | Add +1.4% | 676,611 | $91.1M |
| Kayne Anderson Capital Advisors LP | 1.68% | Reduce -24.7% | 649,976 | $87.5M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 630,119 | $84.9M |
| Eagle Global Advisors LLC | 3.03% | Add +26.4% | 625,121 | $84.2M |
| UBS Group AG | 0.01% | Add +17.6% | 621,314 | $83.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.8% | 608,094 | $81.9M |
| Bahl & Gaynor LLC | 0.40% | Add +5.5% | 593,514 | $79.9M |
| Bank of America Corp. | 0.01% | Reduce -13.6% | 572,628 | $77.1M |
| Massachusetts Financial Services Co. | 0.02% | New | 543,107 | $73.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.17% | Reduce -19.5% | 523,289 | $70.5M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -2.6% | 514,717 | $69.3M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.4% | 506,253 | $68.2M |
| Brookfield Corp | 0.09% | Reduce -1.0% | 505,281 | $68.0M |
| Energy Income Partners, LLC | 0.93% | Add +1.0% | 429,858 | $57.9M |
| Duff & Phelps Investment Management Co. | 0.59% | Add +13.9% | 420,186 | $56.6M |
| Eventide Asset Management, LLC | 0.90% | Add +1.8% | 401,951 | $54.1M |
| Nuveen, LLC | 0.01% | Add +88.8% | 391,579 | $52.7M |
| Chickasaw Capital Management LLC | 1.86% | Add +39.8% | 391,282 | $52.7M |
| CIBC Bancorp USA Inc. | 0.07% | — | 362,852 | $48.9M |
| Recurrent Investment Advisors LLC | 2.88% | Add +0.4% | 355,156 | $47.8M |
| First Trust Advisors LP | 0.03% | Add +5.7% | 350,989 | $47.3M |
| Gotham Asset Management | 0.14% | Add +19.8% | 341,665 | $46.0M |
| Alliancebernstein L.P. | 0.01% | Add +177.9% | 375,461 | $44.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 2.11% | Reduce -1.8% | 323,922 | $43.6M |
| Focus Partners Wealth | 0.04% | Add +10.1% | 288,217 | $38.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.6% | 287,734 | $38.7M |
| Rhumbline Advisers | 0.03% | Add +2.2% | 286,141 | $38.5M |
| Pacer Advisors, Inc. | 0.10% | Add +6.0% | 269,202 | $36.3M |
| Jennison Associates LLC | 0.02% | Add +4.3% | 258,277 | $34.8M |
| California Public Employees Retirement System | 0.02% | Reduce -6.3% | 256,680 | $34.6M |
| Retirement Systems of Alabama | 0.11% | Add +1.1% | 245,046 | $33.0M |
| Clearbridge Investments, LLC | 0.03% | Add +4.3% | 243,438 | $32.8M |
| Copeland Capital Management, LLC | 0.72% | Reduce -2.5% | 239,039 | $32.2M |
| Miller Howard Investments Inc. | 0.88% | Add +9.2% | 238,616 | $32.1M |
| Qube Research & Technologies Ltd | 0.04% | New | 232,613 | $31.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.9% | 232,546 | $31.3M |
| Fractal Investments LLC | 3.68% | No change | 230,999 | $31.1M |
| Jane Street Group, LLC | 0.03% | Add +1351.8% | 229,175 | $30.9M |
| Alps Advisors Inc. | 0.14% | Add +12.0% | 225,658 | $30.4M |
| ProShare Advisors LLC | 0.04% | Reduce -28.8% | 224,434 | $30.2M |
| Barclays PLC | 0.01% | Reduce -9.2% | 221,597 | $29.8M |
| Swiss National Bank | 0.02% | Add +0.5% | 201,300 | $27.1M |
| Yaupon Capital Management LP | 1.24% | New | 187,062 | $25.2M |
| AQR Capital Management | 0.01% | Add +28.8% | 179,461 | $24.2M |
| Legal & General Group Plc | 0.00% | Reduce -11.2% | 151,012 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 148,826 | $20.0M |
| Hennessy Advisors Inc. | 0.72% | Reduce -1.1% | 148,080 | $19.9M |
| LPL Financial LLC | 0.01% | Reduce -9.5% | 145,985 | $19.7M |
| NEOS Investment Management LLC | 0.10% | Add +1028.9% | 139,718 | $18.8M |
| Susquehanna Portfolio Strategies, LLC | 0.28% | No change | 137,390 | $18.5M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -35.9% | 134,709 | $18.1M |
| Point72 Asset Management | 0.03% | Reduce -80.6% | 134,467 | $18.1M |
| TD Asset Management Inc | 0.01% | Add +226.0% | 125,200 | $16.9M |
| California State Teachers Retirement System | 0.02% | Add +26.3% | 120,551 | $16.2M |
| Exchange Traded Concepts, LLC | 0.12% | Add +24.7% | 115,676 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.8% | 109,387 | $14.7M |
| Edgestream Partners, L.P. | 0.46% | Add +1501.5% | 103,683 | $14.0M |
| Dorsey Wright & Associates | 1.72% | Add +63.6% | 102,768 | $13.8M |
| Man Group plc | 0.03% | Add +12.2% | 102,756 | $13.8M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 101,251 | $13.6M |
| SG Americas Securities, LLC | 0.02% | Add +60.8% | 101,247 | $13.6M |
| Catalyst Capital Advisors LLC | 0.25% | Reduce -10.1% | 99,205 | $13.4M |
| Maryland State Retirement & Pension System | 0.26% | Reduce -4.1% | 96,476 | $13.0M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 95,701 | $12.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 90,943 | $12.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -16.2% | 90,621 | $12.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.6% | 90,082 | $12.1M |
| Ceredex Value Advisors LLC | 0.38% | Reduce -26.9% | 88,800 | $12.0M |
| Bridgewater Associates | 0.05% | Reduce -67.2% | 88,674 | $11.9M |
| FMR LLC | 0.00% | Add +7.8% | 86,973 | $11.7M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 84,449 | $11.4M |
| Victory Capital Management Inc. | 0.01% | Add +38.0% | 83,470 | $11.2M |
| Creative Planning | 0.01% | Add +10.9% | 78,831 | $10.6M |
| Thornburg Investment Management Inc. | 0.11% | Reduce -22.3% | 77,547 | $10.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 77,516 | $10.4M |
| Aventail Capital Group, LP | 0.47% | Reduce -17.6% | 72,579 | $9.8M |
| Sei Investments Co. | 0.01% | Add +41.7% | 69,406 | $9.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +48.8% | 68,850 | $9.3M |
| New York State Common Retirement Fund | 0.01% | Add +11.0% | 68,550 | $9.2M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -9.5% | 64,279 | $8.7M |
| Balyasny Asset Management L.P. | 0.02% | Add +156.0% | 63,995 | $8.6M |
| RR Advisors, LLC | 2.31% | No change | 61,733 | $8.3M |
| Allianz Asset Management GmbH | 0.01% | Add +43.0% | 61,726 | $8.3M |
| Cetera Investment Advisers | 0.01% | Reduce -6.2% | 60,836 | $8.2M |
| Tidal Investments LLC | 0.02% | Add +2858.9% | 57,610 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 56,640 | $7.6M |
| Twinbeech Capital LP | 0.79% | New | 56,600 | $7.6M |
| Ancora Advisors LLC | 0.16% | Reduce -16.7% | 55,901 | $7.5M |
| Lanark Financial, Inc. | 0.53% | Reduce -0.0% | 52,709 | $7.1M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -85.9% | 51,869 | $7.0M |
| MetLife Investment Management, LLC | 0.03% | Add +0.7% | 50,013 | $6.7M |
| Van Eck Associates Corp. | 0.01% | Add +47.7% | 49,232 | $6.6M |
| Quantinno Capital Management LP | 0.01% | Add +7.2% | 49,067 | $6.6M |
| Aptus Capital Advisors, LLC | 0.05% | New | 47,894 | $6.4M |
| D. E. Shaw & Co. | 0.01% | New | 47,280 | $6.4M |
| Vanguard Global Advisers, LLC | 0.00% | — | 46,770 | $6.3M |
| Bank of Montreal | 0.00% | Reduce -77.8% | 46,295 | $6.2M |
| Janus Henderson Group PLC | 0.00% | Add +5.0% | 46,270 | $6.2M |
| Amalgamated Bank | 0.05% | Add +2.6% | 45,994 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -42.3% | 43,707 | $5.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.2% | 43,435 | $5.8M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +0.3% | 43,058 | $5.8M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -49.0% | 42,021 | $5.7M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -6.5% | 41,801 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +5.6% | 41,064 | $5.5M |
| State of Alaska, Department of Revenue | 0.06% | Add +0.4% | 41,011 | $5.5M |
| American Century Companies Inc. | 0.00% | Add +3.5% | 40,383 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.0% | 40,353 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Add +6.0% | 39,464 | $5.3M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -7.9% | 38,963 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +17.9% | 38,448 | $5.2M |
| Fifth Third Bancorp | 0.01% | Add +1992.5% | 38,293 | $5.2M |
| Nordea Investment Management AB | 0.00% | Add +217.2% | 36,367 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.1% | 36,163 | $4.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +18.4% | 35,533 | $4.8M |
| Cwm, LLC | 0.01% | Add +1.5% | 35,063 | $4.7M |
| Credit Agricole S A | 0.02% | Add +75.2% | 34,955 | $4.7M |
| Holocene Advisors, LP | 0.01% | Reduce -90.7% | 34,379 | $4.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +10.9% | 34,237 | $4.6M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -7.2% | 33,613 | $4.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.4% | 32,851 | $4.4M |
| Sagefield Capital LP | 0.32% | Reduce -31.9% | 32,767 | $4.4M |
| Wellington Management Group LLP | 0.00% | Reduce -77.7% | 32,759 | $4.4M |
| Premier Fund Managers Ltd | 0.31% | Reduce -20.7% | 32,500 | $4.4M |
| Trexquant Investment LP | 0.03% | New | 32,268 | $4.3M |
| State of Tennessee, Department of Treasury | 0.01% | Add +14.3% | 32,039 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.02% | No change | 30,044 | $4.0M |
| Vaughan David Investments LLC | 0.09% | Add +0.4% | 29,987 | $4.0M |
| Yousif Capital Management, LLC | 0.05% | Reduce -5.1% | 29,965 | $4.0M |
| Ameritas Investment Partners, Inc. | 0.12% | Add +0.3% | 29,561 | $4.0M |
| Louisiana State Employees Retirement System | 0.07% | Add +5.0% | 29,500 | $4.0M |
| City Holding Co. | 0.50% | Add +4.5% | 29,410 | $4.0M |
| Informed Momentum Co LLC | 0.46% | New | 29,381 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 29,270 | $3.9M |
| Brevan Howard Capital Management LP | 0.04% | Add +504.6% | 29,044 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +1.0% | 28,617 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +5.4% | 28,523 | $3.8M |
| Campbell & CO Investment Adviser LLC | 0.21% | Reduce -14.5% | 28,024 | $3.8M |
| Arizona State Retirement System | 0.02% | Reduce -1.7% | 27,931 | $3.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -1.3% | 25,570 | $3.4M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 25,495 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.1% | 25,475 | $3.4M |
| Glenmede Trust Co. NA | 0.02% | Add +0.4% | 24,685 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -37.8% | 24,560 | $3.3M |
| State of Michigan Retirement System | 0.02% | Add +1.7% | 24,455 | $3.3M |
| Hudson Bay Capital Management LP | 0.02% | New | 24,431 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.0% | 24,062 | $3.2M |
| Tudor Investment Corporation | 0.02% | New | 23,897 | $3.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.6% | 23,300 | $3.2M |
| Verition Fund Management LLC | 0.03% | Reduce -88.4% | 23,037 | $3.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.05% | Add +0.1% | 22,779 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +11.3% | 22,406 | $3.0M |
| Vident Advisory, LLC | 0.02% | Add +22.6% | 21,541 | $2.9M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -32.0% | 21,233 | $2.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +3.0% | 20,915 | $2.8M |
| Harvest Investment Services, LLC | 0.51% | New | 20,609 | $2.8M |
| Commerce Bank | 0.01% | Add +2.0% | 20,423 | $2.8M |
| Ausbil Investment Management Ltd | 1.34% | No change | 20,152 | $2.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +93.2% | 19,979 | $2.7M |
| New Mexico Educational Retirement Board | 0.08% | No change | 19,748 | $2.7M |
| Amundi | 0.00% | Add +114.4% | 19,508 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +6.5% | 19,875 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -91.0% | 18,410 | $2.5M |
| First American Bank | 0.15% | Add +1.3% | 18,311 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +461.3% | 18,197 | $2.5M |
| Heights Point Management, LP | 2.22% | New | 17,780 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +0.9% | 17,767 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.4% | 17,767 | $2.4M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -10.7% | 17,703 | $2.4M |
| Bernard Wealth Management Corp. | 1.01% | Add +2.1% | 17,616 | $2.4M |
| Blue Chip Partners, LLC | 0.17% | Reduce -1.4% | 17,477 | $2.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.4% | 16,734 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 16,521 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -2.4% | 16,415 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -36.2% | 16,297 | $2.2M |
| Cookson Peirce & Co. Inc. | 0.09% | Add +3.9% | 16,273 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.2% | 16,237 | $2.2M |
| Covalis Capital LLP | 0.13% | Reduce -80.9% | 15,814 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +4.6% | 15,701 | $2.1M |
| Millennium Management | 0.00% | New | 15,465 | $2.1M |
| Cohen & Steers, Inc. | 0.00% | Reduce -90.7% | 15,182 | $2.0M |
| Allstate Corp. | 0.02% | New | 15,132 | $2.0M |
| Bright Rock Capital Management, LLC | 0.40% | No change | 15,000 | $2.0M |
| Linden Thomas Advisory Services, LLC | 0.19% | Add +0.8% | 14,734 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 14,716 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -15.0% | 14,541 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Add +8.8% | 14,449 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +3.5% | 14,383 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -3.6% | 13,939 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -3.4% | 13,893 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.6% | 13,841 | $1.9M |
| Natixis | 0.01% | Reduce -63.8% | 13,693 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Reduce -10.1% | 13,644 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.9% | 13,422 | $1.8M |
| Xponance LLC | 0.01% | Add +28.2% | 13,219 | $1.8M |
| Bridgewater Advisors Inc. | 0.11% | Reduce -9.7% | 12,257 | $1.8M |
| &partners | 0.01% | Reduce -14.1% | 12,998 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +0.9% | 12,842 | $1.7M |
| Hantz Financial Services, Inc. | 0.03% | Add +10.2% | 12,551 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +24.1% | 12,518 | $1.7M |
| New York Life Investment Management LLC | 0.01% | Add +37.2% | 12,423 | $1.7M |
| Walleye Capital LLC | 0.01% | New | 12,395 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +52.9% | 12,303 | $1.7M |
| Zurich Insurance Group Ltd | 0.01% | No change | 12,300 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.1% | 12,046 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +73.7% | 11,607 | $1.6M |
| Gilliland Jeter Wealth Management LLC | 0.45% | No change | 11,212 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -18.5% | 10,954 | $1.5M |
| Sit Investment Associates Inc. | 0.03% | No change | 10,875 | $1.5M |
| Axq Capital, LP | 0.19% | Add +223.2% | 10,820 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.09% | No change | 10,749 | $1.4M |
| Drucker Wealth 3.0, LLC | 0.25% | Add +7.1% | 10,624 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +41.0% | 10,541 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | Add +3.0% | 10,288 | $1.4M |
| Retirement Guys Formula LLC | 0.64% | New | 10,257 | $1.4M |
| Brasada Capital Management, LP | 0.25% | Reduce -1.0% | 10,190 | $1.4M |
| Spartan Wealth Advisory Services LLC | 0.12% | — | 10,065 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +45.9% | 10,048 | $1.4M |
| Metis Global Partners, LLC | 0.03% | Reduce -1.2% | 9,970 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -28.9% | 10,015 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Reduce -15.6% | 9,842 | $1.3M |
| Castleark Management LLC | 0.04% | No change | 9,830 | $1.3M |
| VestGen Advisors, LLC | 0.04% | New | 8,869 | $1.3M |
| Turtle Creek Wealth Advisors, LLC | 0.10% | Add +1.6% | 9,479 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -0.0% | 9,461 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +73.6% | 9,333 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -3.4% | 8,941 | $1.2M |
| M&T Bank Corp | 0.00% | Add +2.0% | 8,773 | $1.2M |
| Two Sigma Securities, LLC | 0.14% | New | 8,658 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Add +82.4% | 8,509 | $1.1M |
| Gabelli Funds LLC | 0.01% | No change | 8,500 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -64.2% | 8,397 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -1.0% | 8,329 | $1.1M |
| Palo Duro Investment Partners, LP | 0.22% | Add +22.7% | 8,223 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +5.7% | 8,127 | $1.1M |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +177.4% | 7,965 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,916 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Add +4.8% | 7,923 | $1.1M |
| PDT Partners, LLC | 0.06% | No change | 7,746 | $1.0M |
| Blair William & Co. | 0.00% | Add +9.0% | 7,578 | $1.0M |
| Caprock Group, LLC | 0.02% | Reduce -27.8% | 7,506 | $1.0M |
| Bokf, NA | 0.02% | Add +0.8% | 7,505 | $1.0M |
| Securian Asset Management, Inc. | 0.04% | Add +1.5% | 7,494 | $1.0M |
| VestGen Investment Management | 0.55% | Reduce -3.1% | 7,459 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -82.2% | 7,397 | $996K |
| Ethic Inc. | 0.02% | Reduce -5.7% | 7,392 | $996K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.0% | 7,364 | $992K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.1% | 7,341 | $989K |
| Jones Financial Companies LLLP | 0.00% | Add +154.0% | 7,240 | $981K |
| Prudential PLC | 0.01% | No change | 7,269 | $979K |
| Captrust Financial Advisors | 0.00% | Add +22.2% | 7,268 | $979K |
| Savant Capital, LLC | 0.00% | Add +1.1% | 7,256 | $977K |
| WNY Asset Management, LLC | 0.10% | — | 7,234 | $974K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -15.8% | 7,057 | $950K |
| Harbor Capital Advisors, Inc. | 0.08% | Add +44.2% | 7,028 | $946K |
| Williamson Legacy Group, LLC | 0.71% | Add +6.2% | 7,021 | $945K |
| Independent Advisor Alliance | 0.01% | Reduce -18.3% | 6,650 | $896K |
| XTX Topco Ltd | 0.02% | New | 6,582 | $886K |
| Brooklyn Investment Group | 0.03% | Add +56.7% | 6,572 | $885K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,493 | $874K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +8.6% | 6,442 | $868K |
| Parallel Advisors, LLC | 0.02% | Add +3.5% | 6,310 | $850K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.1% | 6,265 | $844K |
| Swiss Life Asset Management Ltd | 0.00% | Add +29.4% | 6,054 | $815K |
| DAVENPORT & Co LLC | 0.00% | Add +242.9% | 6,000 | $808K |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +22.6% | 5,994 | $807K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +22.4% | 5,981 | $806K |
| FSA Advisors, Inc. | 0.53% | Add +7.9% | 5,971 | $804K |
| QRG Capital Management, Inc. | 0.01% | Reduce -17.8% | 5,674 | $764K |
| GAMMA Investing LLC | 0.04% | Add +7.9% | 5,657 | $762K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.1% | 5,610 | $755K |
| Private Advisor Group, LLC | 0.00% | Add +2.4% | 5,546 | $747K |
| Utah Retirement Systems | 0.01% | No change | 5,401 | $727K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +19.6% | 5,399 | $727K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 5,271 | $710K |
| Marshall Wace, LLP | 0.00% | Add +61.7% | 5,200 | $700K |
| Hopwood Nicholas Hunter | 0.22% | Add +0.9% | 5,099 | $687K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -8.6% | 5,092 | $686K |
| DNB Asset Management AS | 0.00% | New | 5,084 | $685K |
| Sculati Wealth Management, LLC | 0.25% | Reduce -3.2% | 5,014 | $675K |
| Guggenheim Capital LLC | 0.01% | Add +101.7% | 5,003 | $674K |
| HB Wealth Management, LLC | 0.00% | Add +14.6% | 5,001 | $674K |
| Callan Family Office, LLC | 0.02% | Reduce -2.4% | 4,979 | $670K |
| Azimuth Capital Investment Management LLC | 0.02% | No change | 4,796 | $646K |
| Elm3 Financial Group, LLC | 0.54% | Add +0.2% | 4,772 | $643K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -0.8% | 4,710 | $634K |
| Hardy Reed LLC | 0.05% | Add +35.5% | 4,700 | $633K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +44.2% | 4,653 | $627K |
| Legacy Wealth Asset Management, LLC | 0.15% | Reduce -0.8% | 4,557 | $614K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.3% | 4,395 | $596K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 4,358 | $587K |
| Pinnacle Associates Ltd. | 0.01% | Add +3.3% | 4,344 | $585K |
| MQS Management LLC | 0.39% | New | 4,313 | $581K |
| Inspire Investing, LLC | 0.03% | Add +46955.6% | 4,235 | $570K |
| M1 Capital Management LLC | 0.25% | Add +0.2% | 4,102 | $552K |
| Burns Matteson Capital Management, LLC | 0.21% | Add +2.8% | 4,082 | $550K |
| Impact Capital Partners LLC | 0.16% | Add +0.3% | 4,009 | $540K |
| Asset Management One Co., Ltd. | 0.00% | No change | 3,976 | $535K |
| Inceptionr LLC | 0.13% | New | 3,958 | $533K |
| Legacy Capital Group California, Inc. | 0.20% | Reduce -15.3% | 3,923 | $528K |
| Ritholtz Wealth Management | 0.01% | Add +14.2% | 3,920 | $528K |
| Procyon Advisors, LLC | 0.03% | Add +9.6% | 3,905 | $526K |
| Foguth Wealth Management, LLC. | 0.06% | Add +3.7% | 3,702 | $518K |
| Strategic Financial Group, LLC | 0.52% | — | 3,772 | $508K |
| Strategic Investment Advisors / MI | 0.03% | Add +0.5% | 3,701 | $498K |
| Harbour Investments, Inc. | 0.01% | Add +67.3% | 3,651 | $492K |
| Allworth Financial LP | 0.00% | Add +8.9% | 3,646 | $491K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.9% | 3,646 | $488K |
| Panagora Asset Management Inc. | 0.00% | No change | 3,623 | $488K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -4.6% | 3,578 | $482K |
| Keybank National Association | 0.00% | Add +36.0% | 3,494 | $471K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.7% | 3,466 | $467K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,436 | $463K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +11.9% | 3,435 | $463K |
| Arbor Trust Wealth Advisors, LLC | 0.20% | No change | 3,407 | $462K |
| Mgo One Seven LLC | 0.01% | Add +0.7% | 3,428 | $462K |
| Wedmont Private Capital | 0.01% | Add +2.2% | 3,435 | $462K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.0% | 3,426 | $461K |
| Shelton Capital Management | 0.01% | No change | 3,389 | $456K |
| CX Institutional | 0.01% | Reduce -5.9% | 3,372 | $454K |
| Blue Water Asset Management | 0.16% | Reduce -1.6% | 3,353 | $451K |
| LeClair Wealth Partners LLC | 0.16% | New | 3,353 | $451K |
| SBI Okasan Asset Management Co.Ltd. | 0.02% | No change | 3,300 | $445K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -2.6% | 3,296 | $444K |
| KBC Group NV | 0.00% | Add +9.3% | 3,282 | $442K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +10.5% | 3,213 | $436K |
| Whalerock Point Partners, LLC | 0.09% | New | 3,200 | $431K |
| Centaurus Financial, Inc. | 0.02% | No change | 3,191 | $430K |
| CIBC Asset Management Inc | 0.00% | No change | 3,170 | $427K |
| ELCO Management Co., LLC | 0.20% | No change | 3,150 | $424K |
| Dougherty & Associates, LLC | 0.39% | Add +0.7% | 3,140 | $423K |
| Cranbrook Wealth Management, LLC | 0.09% | No change | 3,107 | $418K |
| Secure Asset Management, LLC | 0.06% | Reduce -17.9% | 3,024 | $407K |
| North Dakota State Investment Board | 0.02% | Reduce -17.3% | 2,966 | $399K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +41.7% | 2,948 | $397K |
| Equitable Holdings, Inc. | 0.00% | Add +6.9% | 3,171 | $390K |
| Lakeshore Financial Planning, Inc. | 0.14% | Add +2.0% | 2,864 | $386K |
| Parcion Private Wealth LLC | 0.02% | Reduce -0.5% | 2,864 | $386K |
| NewEdge Wealth, LLC | 0.00% | Reduce -21.8% | 2,825 | $380K |
| Norden Group LLC | 0.04% | Add +9.4% | 2,817 | $379K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,774 | $374K |
| Pinnacle Wealth Management Group, Inc. | 0.18% | Add +0.4% | 2,753 | $371K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.8% | 2,732 | $368K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.1% | 2,647 | $367K |
| MAI Capital Management | 0.00% | Add +3.1% | 2,720 | $366K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.5% | 2,707 | $365K |
| Blue Trust, Inc. | 0.00% | Reduce -25.9% | 2,689 | $362K |
| Advance Capital Management, Inc. | 0.01% | Reduce -21.2% | 2,672 | $360K |
| Hudson Value Partners, LLC | 0.11% | No change | 2,651 | $357K |
| Gateway Investment Advisers LLC | 0.00% | Add +1.6% | 2,645 | $356K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,644 | $356K |
| Advisory Alpha, LLC | 0.01% | New | 2,625 | $354K |
| Waverly Advisors, LLC | 0.00% | New | 2,614 | $352K |
| Stonebrook Private Inc. | 0.07% | Add +13.4% | 2,559 | $345K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.6% | 2,544 | $343K |
| Signaturefd, LLC | 0.01% | Add +5.0% | 2,542 | $342K |
| Princeton Global Asset Management LLC | 0.06% | Add +0.2% | 2,529 | $341K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -12.3% | 2,523 | $340K |
| XML Financial, LLC | 0.03% | No change | 2,503 | $337K |
| Apella Capital, LLC | 0.01% | New | 2,496 | $335K |
| OneAscent Investment Solutions LLC | 0.33% | Add +8.2% | 2,465 | $332K |
| Greenleaf Trust | 0.00% | Add +2.6% | 2,463 | $332K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,435 | $328K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 2,430 | $327K |
| STRS Ohio | 0.00% | Reduce -0.1% | 2,427 | $327K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.4% | 2,418 | $326K |
| Lido Advisors, LLC | 0.00% | Reduce -27.0% | 2,402 | $325K |
| Center for Financial Planning, Inc. | 0.03% | Add +2.1% | 2,410 | $324K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.1% | 2,392 | $322K |
| Signal Advisors Wealth, LLC | 0.02% | Add +12.9% | 2,377 | $320K |
| Profund Advisors LLC | 0.01% | Add +6.2% | 2,349 | $316K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +0.6% | 2,346 | $316K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +32.0% | 2,342 | $315K |
| Jump Financial, LLC | 0.01% | New | 2,328 | $314K |
| AlphaCore Capital LLC | 0.01% | Add +25.5% | 2,307 | $312K |
| Empowered Funds, LLC | 0.00% | New | 2,312 | $311K |
| Huntington National Bank | 0.00% | Reduce -0.1% | 2,305 | $310K |
| Morton Community Bank | 0.07% | No change | 2,300 | $310K |
| Mariner, LLC | 0.00% | New | 2,296 | $309K |
| Numerai GP LLC | 0.03% | Reduce -88.9% | 2,289 | $308K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 2,243 | $302K |
| Hummer Financial Advisory Services Inc | 0.21% | Add +4.8% | 2,205 | $299K |
| Lazard Asset Management LLC | 0.00% | Add +7.7% | 2,195 | $296K |
| Finward Bancorp | 0.24% | No change | 2,185 | $294K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.4% | 2,148 | $289K |
| D.A. Davidson & Co. | 0.00% | Add +5.6% | 2,079 | $280K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +137.4% | 2,075 | $279K |
| EntryPoint Capital, LLC | 0.08% | Add +9.9% | 2,057 | $277K |
| Antonelli Financial Advisors, LLC | 0.19% | New | 2,051 | $276K |
| Money Concepts Capital Corp. | 0.02% | New | 2,046 | $276K |
| Values First Advisors, Inc. | 0.14% | Add +19.9% | 2,038 | $275K |
| Vise Technologies, Inc. | 0.01% | No change | 2,292 | $274K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,038 | $274K |
| Snowden Capital Advisors LLC | 0.01% | Add +11.0% | 2,000 | $271K |
| McMillan Office, Inc. | 0.03% | No change | 2,009 | $271K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.7% | 2,008 | $270K |
| Venture Visionary Partners LLC | 0.01% | Reduce -3.2% | 1,988 | $268K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -26.8% | 1,969 | $267K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.1% | 1,950 | $261K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 1,924 | $259K |
| Compound Planning, Inc. | 0.01% | New | 1,917 | $258K |
| Arbor Wealth Advisors LLC | 0.18% | No change | 1,904 | $256K |
| Choreo, LLC | 0.00% | Add +1.1% | 1,886 | $256K |
| Horizon Investments, LLC | 0.00% | Reduce -92.7% | 1,872 | $252K |
| Redwood Wealth Management Group, LLC | 0.11% | No change | 1,850 | $249K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,848 | $249K |
| Brighton Jones LLC | 0.01% | New | 1,847 | $249K |
| SJS Investment Consulting Inc. | 0.03% | Add +0.2% | 1,846 | $249K |
| Advisors Capital Management, LLC | 0.00% | No change | 1,839 | $248K |
| Strategy Asset Managers LLC | 0.04% | Reduce -5.6% | 1,824 | $246K |
| Brighton Securities Corp. | 0.12% | Reduce -9.3% | 1,823 | $245K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,822 | $245K |
| GEM Asset Management, LLC | 0.11% | No change | 1,810 | $244K |
| Gsa Capital Partners LLP | 0.02% | Reduce -38.9% | 1,801 | $243K |
| Mirabella Financial Services LLP | 0.02% | New | 1,795 | $242K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -18.3% | 1,791 | $241K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 1,785 | $240K |
| Discipline Wealth Solutions, LLC | 0.03% | New | 1,777 | $239K |
| Brown Wealth Management, LLC | 0.06% | Add +1.4% | 1,772 | $239K |
| OneAscent Financial Services LLC | 0.01% | New | 1,758 | $237K |
| Kovack Advisors, Inc. | 0.01% | New | 1,758 | $236K |
| Wellington Shields & Co., LLC | 0.06% | No change | 1,750 | $236K |
| Checchi Capital Advisers, LLC | 0.02% | New | 1,745 | $235K |
| Aigen Investment Management, LP | 0.06% | New | 1,742 | $235K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,732 | $233K |
| Curated Wealth Partners LLC | 0.03% | No change | 1,722 | $232K |
| Inscription Capital, LLC | 0.02% | Add +0.8% | 1,715 | $231K |
| Capital Asset Advisory Services LLC | 0.01% | New | 1,747 | $231K |
| William Mack & Associates, Inc. | 0.13% | Reduce -26.7% | 1,711 | $230K |
| Citizens Financial Group Inc. | 0.00% | Reduce -24.9% | 1,704 | $229K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -33.5% | 1,700 | $229K |
| Amplify Investments, LLC | 4.10% | No change | 1,700 | $229K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +0.4% | 1,694 | $228K |
| Cary Street Partners Financial LLC | 0.01% | No change | 1,675 | $226K |
| Balanced Wealth Group LLC | 0.08% | New | 1,648 | $222K |
| Columbia Asset Management | 0.04% | New | 1,633 | $220K |
| C2C Wealth Management, LLC | 0.19% | New | 1,632 | $220K |
| Chicago Capital, LLC | 0.01% | Reduce -13.5% | 1,608 | $217K |
| Quadrature Capital Ltd | 0.00% | New | 1,606 | $216K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -26.7% | 1,605 | $216K |
| Candriam S.C.A. | 0.00% | New | 1,599 | $215K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,598 | $215K |
| Diversified Trust Co. | 0.00% | Reduce -15.8% | 1,578 | $213K |
| Midwest Capital Advisors, LLC | 0.10% | No change | 1,576 | $212K |
| Essex Financial Services, Inc. | 0.01% | Reduce -20.8% | 1,558 | $210K |
| Sovereign Financial Group, Inc. | 0.04% | New | 1,541 | $208K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 1,540 | $207K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 1,537 | $207K |
| Aristotle Capital Management, LLC | 0.00% | New | 1,532 | $206K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,527 | $206K |
| Brookstone Capital Management | 0.00% | Reduce -12.3% | 1,526 | $205K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 1,513 | $204K |
| NBT Bank, N.A. | 0.01% | Add +0.5% | 1,509 | $203K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.8% | 1,506 | $203K |
| Greenland Capital Management LP | 0.05% | Reduce -62.5% | 1,500 | $202K |
| Palisade Asset Management, LLC | 0.02% | New | 1,500 | $202K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,500 | $202K |
| Smartleaf Asset Management LLC | 0.01% | Add +4.3% | 1,437 | $194K |
| Nemes Rush Group LLC | 0.02% | Reduce -3.8% | 1,412 | $190K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.2% | 1,386 | $187K |
| CENTRAL TRUST Co | 0.00% | No change | 1,374 | $185K |
| Virtus Investment Advisers, LLC | 0.05% | Add +1.0% | 1,374 | $185K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -27.6% | 1,361 | $183K |
| Larson Financial Group LLC | 0.01% | Add +21.5% | 1,346 | $181K |
| UMB Bank, n.a. | 0.00% | Add +5.8% | 1,208 | $163K |
| American National Bank & Trust | 0.01% | Reduce -5.5% | 1,110 | $149K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,104 | $149K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,100 | $148K |
| MCF Advisors LLC | 0.01% | No change | 1,005 | $136K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.7% | 992 | $134K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 952 | $128K |
| Rialto Wealth Management, LLC | 0.03% | Add +3854.6% | 870 | $117K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 1,184 | $114K |
| Burkett Financial Services, LLC | 0.04% | No change | 802 | $108K |
| Delta Asset Management LLC | 0.01% | No change | 764 | $103K |
| GeoWealth Management, LLC | 0.00% | Add +4.3% | 726 | $98K |
| Webster Bank, N. A. | 0.01% | No change | 725 | $98K |
| Assetmark, Inc. | 0.00% | Add +63.3% | 712 | $96K |
| Rothschild Investment LLC | 0.01% | Add +3.2% | 704 | $95K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 679 | $91K |
| Clearstead Advisors, LLC | 0.00% | Reduce -35.1% | 657 | $88K |
| Sound Income Strategies, LLC | 0.00% | No change | 656 | $88K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 641 | $86K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 570 | $77K |
| Ascentis Independent Advisors | 0.01% | New | 555 | $75K |
| Basecamp Wealth Advisors LLC | 0.02% | No change | 551 | $74K |
| Ballast Advisors LLC | 0.02% | New | 546 | $74K |
| Versant Capital Management, Inc | 0.01% | Add +1.3% | 542 | $73K |
| Quent Capital, LLC | 0.01% | No change | 537 | $72K |
| Crews Bank & Trust | 0.01% | No change | 533 | $72K |
| Private Trust Co. NA | 0.01% | Reduce -13.9% | 512 | $69K |
| Global Assets Advisory, LLC | 0.02% | New | 500 | $67K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 500 | $67K |
| Sunbelt Securities, Inc. | 0.00% | No change | 500 | $67K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -2.6% | 490 | $66K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -33.1% | 487 | $66K |
| Covestor Ltd | 0.04% | Reduce -47.0% | 475 | $64K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.4% | 469 | $63K |
| Pacific Center for Financial Services | 0.02% | No change | 459 | $62K |
| Los Angeles Capital Management LLC | 0.00% | No change | 440 | $59K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $59K |
| Root Financial Partners, LLC | 0.00% | Add +30.9% | 432 | $58K |
| RHL Group, LLC | 0.05% | No change | 418 | $56K |
| Gen-Wealth Partners Inc | 0.02% | No change | 417 | $56K |
| Scarborough Advisors, LLC | 0.01% | Add +0.7% | 416 | $56K |
| Bessemer Group Inc. | 0.00% | Reduce -1.1% | 375 | $52K |
| Essex Investment Management Co. LLC | 0.01% | Reduce -2.5% | 355 | $48K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $47K |
| Spire Wealth Management | 0.00% | Reduce -14.0% | 349 | $47K |
| First Horizon Corp. | 0.00% | Add +1.2% | 343 | $46K |
| Westside Investment Management, Inc. | 0.01% | No change | 308 | $41K |
| AdvisorNet Financial, Inc | 0.00% | No change | 307 | $41K |
| Destiny Wealth Partners, LLC | 0.00% | New | 304 | $41K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 301 | $41K |
| LRI Investments, LLC | 0.00% | No change | 298 | $40K |
| Mather Group, Llc. | 0.00% | New | 295 | $40K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.7% | 276 | $37K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 275 | $37K |
| Centerpoint Advisors, LLC | 0.01% | No change | 269 | $36K |
| Bell Investment Advisors, Inc | 0.01% | No change | 265 | $36K |
| Crewe Advisors LLC | 0.00% | No change | 254 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -27.4% | 252 | $34K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 250 | $34K |
| Tidemark, LLC | 0.01% | No change | 250 | $34K |
| Godsey & Gibb, Inc. | 0.00% | No change | 250 | $34K |
| Oakworth Capital, Inc. | 0.00% | No change | 249 | $34K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 240 | $32K |
| V-Square Quantitative Management LLC | 0.00% | No change | 238 | $32K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 220 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 215 | $29K |
| Leo H. Evart, Inc. | 0.02% | — | 205 | $28K |
| Dakota Community Bank & Trust NA | 0.09% | No change | 200 | $27K |
| Magnolia Wealth Management, LLC | 0.02% | New | 197 | $27K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 193 | $26K |
| Sittner & Nelson, LLC | 0.01% | No change | 181 | $24K |
| Centennial Bank | 0.01% | No change | 175 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 174 | $23K |
| Arax Advisory Partners | 0.00% | Reduce -93.9% | 146 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 159 | $21K |
| Coastline Trust Co | 0.00% | No change | 150 | $20K |
| Heritage Wealth Advisors | 0.00% | No change | 150 | $20K |
| HM Payson & Co. | 0.00% | No change | 150 | $20K |
| Bayforest Capital Ltd | 0.02% | New | 146 | $20K |
| Fortitude Family Office, LLC | 0.00% | Add +41.4% | 140 | $19K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 139 | $19K |
| Stone House Investment Management, LLC | 0.00% | Add +207.3% | 126 | $17K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 125 | $17K |
| Hughes Financial Services, LLC | 0.00% | Add +0.8% | 125 | $17K |
| Caldwell Trust Co | 0.00% | No change | 125 | $17K |
| Atlantic Union Bankshares Corp | 0.00% | Add +66.7% | 125 | $17K |
| Richardson Financial Services Inc. | 0.01% | Reduce -49.2% | 124 | $17K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -27.4% | 122 | $16K |
| CVA Family Office, LLC | 0.00% | New | 121 | $16K |
| CDKV Holdings LLC | 0.01% | No change | 119 | $16K |
| Tsfg, LLC | 0.00% | No change | 117 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 107 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $14K |
| Global Wealth Strategies & Associates | 0.00% | No change | 100 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.5% | 98 | $13K |
| Key Financial Inc | 0.00% | New | 98 | $13K |
| Creative Financial Designs Inc. | 0.00% | Add +10.3% | 96 | $13K |
| Raffa Wealth Management, LLC | 0.00% | Add +2.1% | 95 | $13K |
| Grove Bank & Trust | 0.00% | No change | 93 | $13K |
| Smithfield Trust Co | 0.00% | No change | 87 | $12K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 88 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 85 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 83 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 82 | $11K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 82 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 80 | $11K |
| S&T Bank | 0.00% | No change | 78 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 75 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 72 | $10K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 71 | $10K |
| Meeder Asset Management Inc. | 0.00% | Add +52.2% | 70 | $9K |
| WPG Advisers, LLC | 0.01% | No change | 68 | $9K |
| Walsh & Associates, LLC | 0.01% | No change | 66 | $9K |
| TD Private Client Wealth LLC | 0.00% | Reduce -8.4% | 65 | $9K |
| Clark Wealth Partners | 0.01% | No change | 64 | $9K |
| Breakwater Investment Management | 0.00% | No change | 64 | $9K |
| BankPlus Trust Department | 0.00% | No change | 60 | $8K |
| Hilltop National Bank | 0.00% | No change | 60 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -20.0% | 56 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +5.9% | 54 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 54 | $7K |
| Albion Financial Group | 0.00% | Add +13.3% | 51 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 50 | $7K |
| CGC Financial Services, LLC | 0.00% | No change | 50 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 50 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 50 | $7K |
| Eastern Bank | 0.00% | No change | 50 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +53.3% | 46 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 49 | $7K |
| IFS Advisors, LLC | 0.00% | New | 48 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 47 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 45 | $6K |
| Southern Michigan Bank & Trust | 0.00% | — | 44 | $6K |
| Clean Yield Group | 0.00% | Reduce -69.1% | 42 | $6K |
| Kemnay Advisory Services Inc. | 0.00% | New | 41 | $6K |
| Whipplewood Advisors, LLC | 0.00% | New | 40 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 39 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $4K |
| Horizon Bancorp Inc. | 0.00% | Reduce -32.6% | 33 | $4K |
| Avion Wealth | 0.00% | Reduce -11.1% | 32 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 28 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 25 | $3K |
| Bfsg, LLC | 0.00% | No change | 25 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 24 | $3K |
| Cornerstone Financial Management LLC | 0.00% | No change | 24 | $3K |
| Zions Bancorporation, National Association | 0.00% | Add +35.3% | 23 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 22 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +100.0% | 22 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +5.0% | 21 | $3K |
| Rakuten Securities, Inc. | 0.00% | New | 20 | $3K |
| SHP Wealth Management | 0.00% | No change | 19 | $3K |
| Arlington Trust Co LLC | 0.00% | New | 19 | $3K |
| JDM Financial Group LLC | 0.00% | New | 18 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 16 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 15 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 15 | $2K |
| Bayban | 0.00% | New | 15 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 15 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| Marquette Asset Management, LLC | 0.00% | No change | 14 | $2K |
| Vanguard National Trust Co | 0.00% | — | 14 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 12 | $2K |
| Torren Management, LLC | 0.00% | Reduce -42.1% | 11 | $1K |
| Sachetta, LLC | 0.00% | Reduce -56.5% | 10 | $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% | Add +14.3% | 8 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 8 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 7 | $943 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 7 | $943 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $808 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $674 |
| DecisionPoint Financial, LLC | 0.00% | No change | 5 | $674 |
| Rossby Financial, LCC | 0.00% | Reduce -58.3% | 5 | $669 |
| Triumph Capital Management | 0.00% | No change | 4 | $554 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $543 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 4 | $539 |
| American Capital Advisory, LLC | 0.00% | No change | 3 | $405 |
| Burk Holdings LLC | 0.00% | New | 3 | $404 |
| Curio Wealth, LLC | 0.00% | New | 3 | $404 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $279 |
| TopTier Wealth Management, LLC | 0.00% | New | 2 | $269 |
| Signature Equity Partners, LLC | 0.00% | Reduce -92.0% | 2 | $269 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 2 | $269 |
| SouthState Bank Corp | 0.00% | No change | 1 | $135 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $135 |
"% of holder's portfolio" is DTM's weight in each manager's 13F, not the share of DT Midstream Inc. the manager owns.