Consolidated EdisonED

13F holders, Q1 2024 (March 31)
1,142holders
8famous investors
$90.77avg. 13F price*

At the end of Q1 2024, 1,142 institutions reported holding Consolidated Edison Inc. (ED) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock Inc. ($3.2B) and State Street Corp. ($2.1B). 8 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Consolidated Edison Inc.
Sector
Utilities
CUSIP
209115104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions71$181.7M
Exits76$149.6M

Ownership 1,142 holders

Vanguard Group Inc. 0.07% Reduce -0.8% 41,508,804 $3.8B
BlackRock Inc. 0.07% Reduce -2.3% 34,838,364 $3.2B
State Street Corp. 0.10% Reduce -9.4% 23,591,633 $2.1B
Bank of America Corp. 0.11% Add +46.7% 11,888,171 $1.1B
Geode Capital Management, LLC 0.07% Add +3.4% 8,531,448 $772.8M
Legal & General Group Plc 0.15% Reduce -1.7% 5,683,620 $516.1M
Morgan Stanley 0.03% Add +7.9% 4,790,774 $435.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.15% Reduce -9.9% 4,707,363 $427.5M
Northern Trust Corp. 0.06% Reduce -6.5% 4,037,718 $366.7M
Norges Bank 0.05% Add +20.1% 3,213,822 $291.8M
Invesco Ltd. 0.06% Add +3.6% 2,999,204 $272.4M
Bank of New York Mellon Corp 0.04% Reduce -4.3% 2,488,753 $226.0M
JPMorgan Chase & Co. 0.02% Add +30.5% 2,397,833 $217.7M
Amundi 0.09% Reduce -7.5% 2,187,367 $198.8M
California Public Employees Retirement System 0.13% Reduce -3.0% 2,084,525 $189.3M
Charles Schwab Investment Management Inc. 0.04% Add +2.1% 2,075,130 $188.4M
ProShare Advisors LLC 0.48% Add +6.6% 2,000,741 $181.7M
Nuveen Asset Management, LLC 0.05% Add +17.6% 1,842,728 $167.3M
Cohen & Steers, Inc. 0.35% Add +5.9% 1,822,843 $165.5M
ATLAS Infrastructure Partners (UK) Ltd. 9.82% Add +42.7% 1,600,834 $145.4M
HSBC Holdings PLC 0.10% Add +7.5% 1,490,738 $135.3M
Royal Bank of Canada 0.03% Reduce -3.3% 1,454,073 $132.0M
Allianz Asset Management GmbH 0.22% Add +208.9% 1,434,629 $130.3M
Deutsche Bank AG 0.06% Add +2.7% 1,338,688 $121.6M
APG Asset Management N.V. 0.21% Reduce -2.6% 1,425,549 $119.9M
Dimensional Fund Advisors LP 0.03% Add +1.8% 1,147,256 $104.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -2.9% 1,138,702 $103.4M
D. E. Shaw & Co. 0.13% Add +29.6% 1,069,826 $97.2M
Barclays PLC 0.04% Add +11.1% 1,058,666 $96.1M
Swiss National Bank 0.07% Reduce -4.3% 1,033,800 $93.9M
Goldman Sachs Group Inc. 0.02% Reduce -4.3% 1,012,061 $91.9M
Credit Suisse AG/ 0.08% Reduce -2.1% 959,322 $87.1M
First Trust Advisors LP 0.09% Reduce -9.3% 937,532 $85.1M
UBS Group AG 0.03% Add +90.6% 930,888 $84.5M
Robeco Institutional Asset Management B.V. 0.17% Add +8.3% 836,860 $76.0M
CANADA LIFE ASSURANCE Co 0.14% Reduce -3.8% 777,015 $70.6M
Rhumbline Advisers 0.07% Add +0.8% 770,263 $69.9M
Citadel Advisors 0.07% Reduce -17.6% 725,516 $65.9M
BNP Paribas Financial Markets 0.08% Add +14.6% 720,573 $65.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.43% Add +6.6% 695,377 $63.1M
AQR Capital Management 0.10% Reduce -11.2% 672,722 $60.7M
Candriam S.C.A. 0.39% Reduce -15.8% 658,908 $59.8M
Brandywine Global Investment Management, LLC 0.42% Add +29.1% 629,679 $57.2M
California State Teachers Retirement System 0.07% Add +3.6% 622,517 $56.5M
Citigroup Inc. 0.06% Add +19.8% 622,300 $56.5M
Verition Fund Management LLC 0.60% New 604,856 $54.9M
Assetmark, Inc. 0.18% Reduce -0.2% 599,107 $54.4M
Victory Capital Management Inc. 0.05% Reduce -12.5% 596,768 $54.2M
Canada Pension Plan Investment Board 0.06% Reduce -15.0% 595,189 $54.0M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +0.4% 581,180 $52.7M
Newport Trust Company, LLC 0.14% Reduce -1.9% 573,294 $52.1M
Bank of Montreal 0.02% Reduce -17.6% 544,986 $49.5M
Alliancebernstein L.P. 0.02% Add +18.4% 522,471 $47.4M
Schonfeld Strategic Advisors LLC 0.37% Add +59.5% 521,877 $47.4M
T. Rowe Price Associates Inc. 0.01% Reduce -2.5% 510,538 $46.4M
Pinebridge Investments, L.P. 0.37% Reduce -27.5% 509,168 $46.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +18.5% 495,645 $45.0M
Welch Group, LLC 2.20% Add +3.2% 489,378 $44.4M
Nomura Asset Management Co. Ltd. 0.16% Add +14.2% 475,020 $43.1M
Qube Research & Technologies Ltd 0.08% Add +1536.3% 469,915 $42.7M
State Board of Administration of Florida Retirement System 0.10% Add +6.2% 444,774 $42.6M
Principal Financial Group Inc. 0.02% Add +1.1% 467,075 $42.4M
Danske Bank A/S 0.13% — 466,379 $42.4M
Millennium Management 0.04% Add +46.9% 465,108 $42.2M
Renaissance Technologies 0.07% Reduce -43.5% 456,100 $41.4M
Franklin Resources Inc. 0.01% Reduce -34.6% 451,851 $41.0M
National Pension Service 0.05% Add +0.0% 425,378 $38.6M
Vest Financial, LLC 1.02% Add +37.2% 422,293 $38.3M
Arrowstreet Capital, Limited Partnership 0.04% Add +34.8% 420,302 $38.2M
Retirement Systems of Alabama 0.14% Add +0.0% 396,963 $36.0M
Wealth Enhancement Advisory Services, LLC 0.09% Add +41.7% 396,576 $36.0M
Commonwealth Equity Services, LLC 0.06% Reduce -0.0% 392,283 $35.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -5.9% 371,687 $33.8M
Russell Investments Group, Ltd. 0.05% Reduce -9.0% 365,157 $33.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -0.5% 352,794 $32.0M
Wells Fargo & Company 0.01% Add +23.1% 346,583 $31.5M
New York State Teachers Retirement System 0.06% Reduce -12.8% 342,556 $31.1M
Swedbank AB 0.04% Add +0.0% 336,031 $30.5M
FMR LLC 0.00% Reduce -69.7% 335,305 $30.4M
American Century Companies Inc. 0.02% Add +0.9% 333,828 $30.3M
QRG Capital Management, Inc. 0.38% Reduce -6.3% 329,352 $29.9M
TD Asset Management Inc 0.03% Add +0.5% 325,186 $29.5M
Maryland State Retirement & Pension System 0.57% Add +1.7% 322,185 $28.7M
Aviva PLC 0.10% Reduce -3.6% 313,914 $28.5M
PNC Financial Services Group, Inc. 0.02% Reduce -2.4% 307,385 $27.9M
New York State Common Retirement Fund 0.04% Reduce -7.5% 303,623 $27.6M
LPL Financial LLC 0.01% Add +3.1% 301,303 $27.4M
Magellan Asset Management Ltd 0.26% Add +0.6% 296,254 $26.9M
Macquarie Group Ltd. 0.03% Add +2.8% 288,883 $26.2M
Aberdeen Group plc 0.05% Reduce -8.7% 284,873 $25.9M
Clean Energy Transition LLP 2.46% New 273,766 $24.9M
Prudential Financial Inc. 0.03% Reduce -8.2% 257,933 $23.4M
Squarepoint Ops LLC 0.10% Add +531.3% 256,361 $23.3M
Cwm, LLC 0.11% Reduce -3.0% 255,080 $23.2M
Hudson Bay Capital Management LP 0.23% New 248,375 $22.6M
Unigestion Holding SA 1.10% Add +1455.7% 248,457 $22.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Add +153.9% 245,802 $22.3M
Sei Investments Co. 0.03% Add +57.4% 244,404 $22.2M
Mercer Global Advisors Inc. 0.06% Reduce -5.9% 243,757 $22.1M
Vestcor Inc 0.76% Reduce -1.9% 243,711 $22.1M
Capital Fund Management S.A. 0.26% Reduce -4.6% 236,463 $21.5M
State of Wisconsin Investment Board 0.06% Reduce -2.9% 229,480 $20.8M
Allspring Global Investments Holdings, LLC 0.03% Add +5.5% 227,728 $20.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.1% 222,331 $20.2M
Teacher Retirement System of Texas 0.13% Reduce -4.0% 221,022 $20.1M
Pictet Asset Management Holding SA 0.02% Add +3.7% 217,609 $19.8M
Los Angeles Capital Management LLC 0.07% Reduce -18.7% 213,900 $19.4M
Gateway Investment Advisers LLC 0.22% Reduce -18.6% 213,004 $19.3M
Janney Montgomery Scott LLC 0.06% Add +2.1% 212,784 $19.3M
Resona Asset Management Co.,Ltd. 0.11% — 205,142 $18.6M
Greenland Capital Management LP 3.06% Add +44.9% 203,295 $18.5M
DekaBank Deutsche Girozentrale 0.03% Add +6.2% 204,619 $18.3M
Illinois Municipal Retirement Fund 0.27% Reduce -23.9% 193,496 $17.6M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.9% 192,332 $17.5M
Ameriprise Financial Inc. 0.00% Reduce -9.4% 187,793 $17.1M
Osaic Holdings, Inc. 0.04% Reduce -27.5% 186,705 $17.0M
Storebrand Asset Management As 0.06% Add +4.7% 185,848 $16.9M
State of New Jersey Common Pension Fund D 0.05% No change 184,378 $16.7M
Martingale Asset Management L P 0.33% Reduce -32.1% 182,439 $16.6M
Asset Management One Co., Ltd. 0.06% Reduce -10.8% 181,755 $16.5M
Acadian Asset Management LLC 0.06% Add +162.2% 176,279 $16.0M
Envestnet Asset Management Inc. 0.01% Reduce -10.0% 173,157 $15.7M
Public Employees Retirement System of Ohio 0.06% Reduce -7.4% 170,836 $15.5M
Worldquant Millennium Advisors LLC 0.18% Reduce -9.6% 163,373 $14.8M
Raymond James & Associates 0.01% Add +2.2% 162,850 $14.8M
Corient Private Wealth LP 0.03% Reduce -8.3% 160,845 $14.6M
Treasurer of the State of North Carolina 0.06% Add +0.7% 155,055 $14.1M
Cubist Systematic Strategies, LLC 0.16% Add +93.6% 153,282 $13.9M
HighTower Advisors, LLC 0.02% Add +4.2% 150,799 $13.7M
Korea Investment CORP 0.03% Reduce -13.5% 149,572 $13.6M
Intech Investment Management LLC 0.19% Add +10.6% 147,764 $13.4M
Forsta Ap-Fonden 0.11% Add +4.8% 145,600 $13.2M
Voya Investment Management LLC 0.01% Reduce -5.9% 145,433 $13.2M
AMF Tjanstepension AB 0.10% New 145,079 $13.2M
Daiichi Life Insurance Co., Ltd. 0.30% Reduce -24.7% 144,879 $13.2M
Yousif Capital Management, LLC 0.14% Add +2.0% 140,468 $12.8M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -14.6% 139,600 $12.7M
Raymond James Financial Services Advisors, Inc. 0.02% Add +26.5% 139,487 $12.7M
MML Investors Services, LLC 0.05% Add +4.4% 138,891 $12.6M
Varma Mutual Pension Insurance Co 0.11% Add +118.9% 138,800 $12.6M
Adage Capital Partners Gp, L.L.C. 0.02% New 138,644 $12.6M
Achmea Investment Management B.V. 0.24% No change 138,450 $12.6M
Royal London Asset Management Ltd. 0.03% Reduce -0.3% 136,606 $12.4M
Natixis Advisors, LLC 0.03% Add +16.1% 130,503 $11.9M
Voloridge Investment Management, LLC 0.04% Add +0.1% 130,394 $11.8M
Nisa Investment Advisors, LLC 0.08% Add +18.4% 128,799 $11.7M
Hennessy Advisors Inc. 0.49% Reduce -4.2% 128,236 $11.6M
American International Group, Inc. 0.04% Reduce -1.1% 123,018 $11.2M
National Bank of Canada 0.02% Add +15.6% 113,902 $11.1M
CIBC Asset Management Inc 0.04% Add +0.7% 121,818 $11.1M
Lazard Asset Management LLC 0.01% Reduce -34.2% 120,848 $11.0M
IFM Investors Pty Ltd 0.12% Add +0.9% 117,794 $10.7M
Boston Common Asset Management, LLC 0.25% Reduce -26.2% 115,388 $10.5M
Calamos Advisors LLC 0.07% Reduce -2.5% 114,862 $10.4M
Mizuho Markets Americas LLC 0.28% Add +121.1% 113,675 $10.3M
Toronto Dominion Bank 0.02% Reduce -24.0% 111,961 $10.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +11.3% 109,630 $10.1M
Trexquant Investment LP 0.20% Add +219.0% 107,850 $9.8M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -73.5% 107,432 $9.8M
USS Investment Management Ltd 0.08% Reduce -3.9% 106,315 $9.7M
Empower Advisory Group, LLC 0.04% Reduce -2.5% 105,993 $9.6M
Stifel Financial Corp. 0.01% Reduce -6.3% 104,959 $9.5M
State of Michigan Retirement System 0.05% No change 102,842 $9.3M
Rockland Trust Co. 0.48% Add +2.4% 99,815 $9.1M
Ensign Peak Advisors, Inc 0.02% Reduce -28.2% 99,508 $9.0M
Arizona State Retirement System 0.06% Add +2.1% 99,067 $9.0M
State of Alaska, Department of Revenue 0.10% Reduce -16.2% 97,529 $8.9M
Degroof Petercam Asset Management 0.10% Reduce -16.9% 96,110 $8.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +11.0% 95,244 $8.6M
Kettle Hill Capital Management, LLC 2.03% New 92,127 $8.4M
Susquehanna International Group, LLP 0.01% Reduce -30.6% 91,935 $8.3M
Comerica Bank 0.04% Reduce -0.2% 91,105 $8.3M
Mariner, LLC 0.02% Reduce -10.7% 90,714 $8.2M
Busey Bank 0.29% Add +1.0% 90,209 $8.2M
Creative Planning 0.01% Add +12.8% 89,301 $8.1M
State of Tennessee, Department of Treasury 0.03% Reduce -49.8% 89,203 $8.1M
Cetera Investment Advisers 0.02% Add +442.3% 87,922 $8.0M
Mirabella Financial Services LLP 0.58% Add +1397.7% 87,553 $8.0M
Van Eck Associates Corp. 0.01% Add +10.1% 86,598 $7.9M
Swiss Life Asset Management Ltd 0.11% Add +3.8% 86,215 $7.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.4% 85,959 $7.8M
SG Americas Securities, LLC 0.04% Add +30.7% 85,923 $7.8M
Aquatic Capital Management LLC 0.25% Add +186.9% 85,500 $7.8M
Stephens Inc. 0.12% Add +8.1% 84,017 $7.6M
MetLife Investment Management, LLC 0.05% Reduce -3.5% 80,862 $7.3M
Te Ahumairangi Investment Management Ltd 1.27% Add +10.8% 80,796 $7.3M
Northwest & Ethical Investments L.P. 0.21% Add +24.4% 80,267 $7.3M
Cresset Asset Management, LLC 0.03% Add +28.9% 78,371 $7.1M
Cerity Partners LLC 0.02% Add +34.5% 76,866 $7.0M
Wealthfront Advisers LLC 0.02% Reduce -2.9% 76,401 $6.9M
Buck Wealth Strategies, LLC 2.38% Add +1144.6% 76,209 $6.9M
DNB Asset Management AS 0.04% Add +0.8% 74,198 $6.7M
Amalgamated Bank 0.06% Reduce -16.5% 71,720 $6.5M
Jane Street Group, LLC 0.01% Reduce -87.4% 71,638 $6.5M
Texas Permanent School Fund Corp. 0.05% Add +0.1% 71,364 $6.5M
Insight Folios Inc 2.61% Add +1.1% 70,929 $6.4M
Gabelli Funds LLC 0.05% Reduce -4.1% 69,500 $6.3M
Windle Wealth, LLC 3.95% Add +2.4% 68,213 $6.2M
US Bancorp \de 0.01% Add +1.1% 65,236 $5.9M
Ilmarinen Mutual Pension Insurance Co 0.07% Reduce -5.3% 63,000 $5.7M
PFG Investments, LLC 0.34% Add +225.8% 62,237 $5.7M
O'shaughnessy Asset Management, LLC 0.06% Add +21.0% 61,919 $5.6M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +5.7% 61,341 $5.6M
Czech National Bank 0.07% Add +0.5% 60,741 $5.5M
Utah Retirement Systems 0.06% No change 60,008 $5.4M
Coston, McIsaac & Partners 1.72% Add +3.7% 58,841 $5.3M
PATRIZIA Pty Ltd 8.40% Add +1.1% 58,782 $5.3M
Regal Investment Advisors LLC 0.36% Reduce -2.7% 58,306 $5.3M
M&T Bank Corp 0.02% Reduce -10.8% 56,254 $5.1M
Berger Financial Group, Inc 0.41% New 54,657 $5.0M
BCM Advisors, LLC 1.24% Add +0.1% 52,291 $4.9M
Pacer Advisors, Inc. 0.01% Reduce -11.4% 53,427 $4.9M
Xponance LLC 0.05% Reduce -1.5% 52,929 $4.8M
Marshall Wace, LLP 0.01% Reduce -15.3% 52,400 $4.8M
New York Life Investment Management LLC 0.05% Reduce -3.4% 51,831 $4.7M
Prudential PLC 0.04% Reduce -30.7% 51,267 $4.7M
Lido Advisors, LLC 0.04% Reduce -4.5% 51,255 $4.7M
Ausbil Investment Management Ltd 2.33% New 51,399 $4.6M
Panagora Asset Management Inc. 0.02% Reduce -13.0% 51,119 $4.6M
Shell Asset Management Co. 0.21% Add +5.4% 51,327 $4.6M
Ellsworth Advisors, LLC 1.32% Add +5.9% 51,773 $4.6M
Kestra Advisory Services, LLC 0.03% Add +1.8% 50,053 $4.5M
Sienna Gestion 0.39% — 49,891 $4.5M
Private Advisor Group, LLC 0.03% Add +3.2% 49,735 $4.5M
Albion Financial Group 0.35% Reduce -0.3% 49,592 $4.5M
Truist Financial Corp. 0.01% Reduce -17.3% 49,268 $4.5M
Bank of Nova Scotia 0.01% Reduce -0.1% 49,153 $4.5M
KBC Group NV 0.01% Reduce -65.4% 46,940 $4.3M
Woodley Farra Manion Portfolio Management Inc. 0.23% Reduce -6.3% 46,314 $4.2M
Public Employees Retirement Association of Colorado 0.02% Reduce -7.0% 46,138 $4.2M
Janus Henderson Group PLC 0.00% Reduce -33.0% 46,131 $4.2M
Tectonic Advisors LLC 0.32% Add +10.6% 45,687 $4.1M
Atria Wealth Solutions, Inc. 0.05% Reduce -1.6% 45,635 $4.1M
Guggenheim Capital LLC 0.03% Add +4.3% 45,336 $4.1M
Mutual of America Capital Management LLC 0.04% Reduce -2.0% 45,261 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +9.5% 44,156 $4.0M
Integrated Wealth Concepts LLC 0.06% Reduce -1.1% 44,064 $4.0M
Erste Asset Management GmbH 0.05% Reduce -4.9% 42,800 $3.9M
Cornerstone Wealth Management, LLC 0.31% Add +2.4% 42,228 $3.8M
Kinloch Capital, LLC 1.93% Add +13.2% 41,337 $3.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +3.8% 41,217 $3.7M
Crossmark Global Holdings, Inc. 0.07% Add +1.0% 40,969 $3.7M
Twin Capital Management Inc. 0.45% Add +27.7% 40,196 $3.7M
Investment Management Corp of Ontario 0.11% Reduce -5.6% 40,138 $3.6M
Nissay Asset Management Corp. /Japan 0.03% Add +2.4% 40,103 $3.6M
Abn Amro Investment Solutions 0.06% Reduce -41.2% 39,980 $3.6M
Hamel Associates, Inc. 1.16% Add +19.0% 39,787 $3.6M
Rafferty Asset Management, LLC 0.01% Add +3.1% 39,716 $3.6M
Public Sector Pension Investment Board 0.03% Reduce -3.3% 39,185 $3.6M
Commerce Bank 0.02% Add +3.4% 38,092 $3.5M
Schroder Investment Management Group 0.00% Reduce -18.2% 37,767 $3.4M
LSV Asset Management 0.01% Reduce -0.8% 37,600 $3.4M
Rockefeller Capital Management L.P. 0.01% Reduce -15.4% 37,584 $3.4M
Mackenzie Financial Corp. 0.00% Reduce -61.0% 37,394 $3.4M
Pinnacle Associates Ltd. 0.05% Reduce -2.4% 36,836 $3.3M
AXA S.A. 0.01% Reduce -8.4% 36,816 $3.3M
Focus Partners Wealth 0.03% Add +279.3% 36,706 $3.3M
Daiwa Securities Group Inc. 0.02% Add +8.7% 36,257 $3.3M
Pathstone Holdings, LLC 0.02% Reduce -4.2% 35,816 $3.3M
Captrust Financial Advisors 0.01% Reduce -18.5% 35,692 $3.2M
Diversified Trust Co. 0.10% Reduce -4.1% 35,437 $3.2M
FORA Capital, LLC 0.26% Add +44.5% 35,079 $3.2M
Cibc World Markets Corp. 0.02% Reduce -22.1% 34,623 $3.1M
Wakefield Asset Management LLLP 1.08% Add +2.3% 34,391 $3.1M
Capital Investment Advisors, LLC 0.07% Reduce -1.9% 34,375 $3.1M
Zacks Investment Management 0.03% Add +12.7% 34,176 $3.1M
Snowden Capital Advisors LLC 0.10% Add +143.0% 34,149 $3.1M
Federated Hermes, Inc. 0.01% Reduce -12.8% 34,048 $3.1M
Elo Mutual Pension Insurance Co 0.07% Add +5.2% 31,554 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -20.0% 31,302 $2.8M
Legacy Capital Wealth Partners, LLC 2.01% New 28,546 $2.8M
IFP Advisors, Inc 0.12% Add +330.2% 30,599 $2.8M
WealthTrust Axiom LLC 0.89% Reduce -1.4% 30,298 $2.8M
Glenmede Trust Co. NA 0.01% Add +6.2% 30,259 $2.7M
1832 Asset Management L.P. 0.01% Reduce -10.1% 30,178 $2.7M
Dynamic Technology Lab Private Ltd 0.29% New 30,029 $2.7M
Fred Alger Management, LLC 0.01% Add +12.7% 30,017 $2.7M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -1.3% 31,841 $2.7M
Praxis Investment Management Inc. 0.18% No change 29,931 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -8.0% 29,899 $2.7M
Oregon Public Employees Retirement Fund 0.05% Reduce -41.4% 29,529 $2.7M
Rothschild Investment LLC 0.19% Reduce -0.1% 29,087 $2.6M
Walleye Capital LLC 0.03% Add +417.5% 28,937 $2.6M
Clearbridge Investments, LLC 0.00% Add +2.1% 28,761 $2.6M
Gulf International Bank (UK) Ltd 0.07% Add +0.7% 28,546 $2.6M
Blair William & Co. 0.01% Reduce -3.0% 28,487 $2.6M
Ostrum Asset Management 0.20% Add +52.7% 28,414 $2.6M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -80.2% 28,396 $2.6M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -11.3% 27,971 $2.5M
Harrington Investments, INC 1.41% Reduce -1.3% 27,214 $2.5M
Federation des caisses Desjardins du Quebec 0.02% Add +48.1% 27,084 $2.5M
Caldwell Trust Co 0.28% Reduce -3.8% 26,914 $2.4M
Long Island Wealth Management, Inc. 1.73% No change 26,917 $2.4M
Agf Management Ltd. 0.01% Reduce -16.3% 26,746 $2.4M
Kentucky Retirement Systems 0.07% Reduce -5.1% 26,217 $2.4M
SWS Partners 0.71% Add +7.7% 26,125 $2.4M
Symphony Financial, Ltd. Co. 0.55% Add +0.1% 25,756 $2.3M
Baird Financial Group, Inc. 0.00% Reduce -8.9% 25,582 $2.3M
Marshall Financial Group, LLC 0.66% Add +4.4% 25,432 $2.3M
Park Avenue Securities LLC 0.03% Reduce -6.3% 25,415 $2.3M
Centiva Capital, LP 0.14% Add +482.9% 25,403 $2.3M
NewEdge Advisors, LLC 0.02% Reduce -40.5% 25,335 $2.3M
Avantax Advisory Services, Inc. 0.02% Add +15.5% 25,229 $2.3M
STRS Ohio 0.01% Reduce -3.2% 24,867 $2.3M
Quantinno Capital Management LP 0.05% Reduce -36.2% 24,441 $2.2M
Peapack Gladstone Financial Corp. 0.03% Reduce -0.0% 24,427 $2.2M
Brookstone Capital Management 0.04% Add +4.3% 24,010 $2.2M
Ethic Inc. 0.05% Reduce -18.1% 23,930 $2.2M
Joel Isaacson & Co., LLC 0.12% Add +5.4% 23,914 $2.2M
Metis Global Partners, LLC 0.08% Add +0.5% 23,653 $2.1M
SteelPeak Wealth, LLC 0.11% Add +62.4% 23,459 $2.1M
Moors & Cabot, Inc. 0.11% Add +17.2% 23,286 $2.1M
Teza Capital Management LLC 0.28% New 23,167 $2.1M
Tiaa Trust, National Association 0.01% Reduce -0.3% 22,644 $2.1M
Scotia Capital Inc. 0.01% Reduce -0.5% 22,381 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -29.4% 22,374 $2.0M
Ameritas Investment Partners, Inc. 0.07% Add +2.0% 22,330 $2.0M
Hartford Investment Management Co. 0.07% Reduce -4.2% 22,291 $2.0M
Forte Capital LLC 0.25% Add +9.2% 22,204 $2.0M
CIBC Private Wealth Group LLC 0.00% Add +22.5% 22,263 $2.0M
iSAM Funds (UK) Ltd 1.15% New 22,030 $2.0M
Vaughan David Investments LLC 0.05% Reduce -5.2% 21,811 $2.0M
MassMutual Private Wealth & Trust, FSB 0.06% Add +2486.2% 21,776 $2.0M
Mediolanum International Funds Ltd 0.03% — 21,916 $2.0M
Oppenheimer & Co. Inc. 0.03% Add +43.0% 21,533 $2.0M
AlTi Global, Inc. 0.05% Add +127.7% 21,061 $1.9M
SOA Wealth Advisors, LLC. 0.39% Reduce -2.4% 20,996 $1.9M
Credit Agricole S A 0.03% Add +114.7% 20,971 $1.9M
Walleye Trading LLC 0.03% Reduce -35.6% 20,751 $1.9M
Clifford Swan Investment Counsel LLC 0.07% Reduce -2.4% 20,750 $1.9M
Huntington National Bank 0.02% Reduce -48.4% 20,738 $1.9M
Essex LLC 0.43% Reduce -5.1% 20,564 $1.9M
Securian Asset Management, Inc. 0.05% Reduce -6.8% 20,289 $1.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +369.5% 20,211 $1.8M
Louisiana State Employees Retirement System 0.04% Reduce -3.8% 20,100 $1.8M
AlphaQuest LLC 0.32% New 19,989 $1.8M
United Community Bank 0.70% Add +1.4% 19,970 $1.8M
Sovereign Financial Group, Inc. 0.48% Add +0.1% 19,745 $1.8M
Brown Advisory Inc. 0.00% Add +3.8% 19,734 $1.8M
Cary Street Partners Investment Advisory LLC 0.08% Add +2.2% 19,634 $1.8M
Marino, Stram & Associates LLC 0.42% Add +0.6% 19,623 $1.8M
Procyon Advisors, LLC 0.14% Reduce -10.2% 19,517 $1.8M
Sound View Wealth Advisors Group, LLC 0.19% New 19,413 $1.8M
Money Concepts Capital Corp. 0.16% Add +9.1% 19,410 $1.8M
Ingalls & Snyder LLC 0.08% Reduce -0.5% 19,276 $1.8M
Independent Advisor Alliance 0.06% Add +4.6% 18,853 $1.7M
Fox Run Management, L.L.C. 0.37% Add +45.7% 18,759 $1.7M
TCW Group Inc. 0.02% Reduce -4.1% 18,746 $1.7M
Lincoln National Corp. 0.03% Reduce -2.2% 18,683 $1.7M
Campbell & CO Investment Adviser LLC 0.15% New 18,662 $1.7M
City Holding Co. 0.25% Add +2.3% 18,530 $1.7M
Point72 Asia (Singapore) Pte. Ltd. 0.43% New 18,389 $1.7M
Herold Advisors, Inc. 0.40% Reduce -5.6% 18,295 $1.7M
Fluent Financial, LLC 0.90% Add +2.1% 17,992 $1.6M
Nordea Investment Management AB 0.00% Reduce -7.2% 18,072 $1.6M
Banque Cantonale Vaudoise 0.06% Add +70.6% 17,889 $1.6M
Summit Trail Advisors, LLC 0.04% Add +238.9% 17,859 $1.6M
Point72 Hong Kong Ltd 0.08% Add +84.4% 17,859 $1.6M
New Mexico Educational Retirement Board 0.06% Reduce -3.3% 17,402 $1.6M
Lockheed Martin Investment Management Co. 0.11% Reduce -13.1% 17,200 $1.6M
Focus Partners Advisor Solutions, LLC 0.04% Add +393.3% 17,121 $1.6M
Advisors Asset Management, Inc. 0.03% Add +7.2% 17,047 $1.5M
South Dakota Investment Council 0.03% No change 16,990 $1.5M
Blackhawk Capital Partners, LLC 0.96% Reduce -0.6% 16,953 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.07% Reduce -88.5% 16,897 $1.5M
Synovus Financial Corp. 0.02% Add +28.1% 16,845 $1.5M
Exchange Traded Concepts, LLC 0.04% Add +149.4% 16,794 $1.5M
UMB Bank, n.a. 0.02% Reduce -0.6% 16,661 $1.5M
Onyx Bridge Wealth Group LLC 0.27% Add +65.0% 16,257 $1.5M
First Trust Direct Indexing L.P. 0.11% Reduce -8.3% 16,567 $1.5M
PGGM Investments 0.02% Reduce -70.2% 16,280 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +14.6% 15,747 $1.4M
Western Wealth Management, LLC 0.11% Add +11.0% 15,720 $1.4M
American State Bank (Iowa) 0.95% Reduce -7.8% 15,619 $1.4M
Fifth Third Bancorp 0.01% Reduce -10.8% 15,572 $1.4M
V-Square Quantitative Management LLC 0.20% Add +9.9% 15,465 $1.4M
J.W. Cole Advisors, Inc. 0.07% Reduce -2.4% 15,490 $1.4M
Concurrent Investment Advisors, LLC 0.06% Reduce -20.1% 15,422 $1.4M
Steward Partners Investment Advisory, LLC 0.02% Add +6.4% 15,314 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -28.0% 15,146 $1.4M
SlateStone Wealth, LLC 0.14% Add +111.7% 15,128 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.2% 14,932 $1.4M
Equitable Trust Co. 0.09% Add +2.3% 14,817 $1.3M
Delta Asset Management LLC 0.12% Reduce -2.5% 14,705 $1.3M
UniSuper Management Pty Ltd 0.01% Add +355.2% 14,684 $1.3M
Johnson Investment Counsel Inc. 0.01% Add +5.1% 14,660 $1.3M
Strategic Investment Advisors / MI 0.17% Add +5.8% 14,503 $1.3M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 0.51% Add +9.0% 14,322 $1.3M
Ballast, Inc. 0.41% Add +5.4% 14,160 $1.3M
Gotham Asset Management 0.02% New 14,160 $1.3M
Metropolitan Life Insurance Co 0.06% Reduce -0.9% 13,923 $1.3M
Empire Financial Management Company, LLC 0.42% No change 13,870 $1.3M
Philadelphia Trust Co. 0.10% Add +1.6% 13,856 $1.3M
Ossiam 0.02% Add +38.1% 13,799 $1.3M
Empowered Funds, LLC 0.02% Add +21.7% 13,770 $1.3M
Bangor Savings Bank 0.13% Reduce -6.9% 13,701 $1.2M
Sigma Planning Corp 0.04% Add +83.9% 13,624 $1.2M
Avantax Planning Partners, Inc. 0.04% Add +376.1% 13,615 $1.2M
Leavell Investment Management, Inc. 0.07% Add +0.1% 13,573 $1.2M
Boston Trust Walden Corp 0.01% Reduce -4.1% 13,438 $1.2M
HighPoint Advisor Group LLC 0.09% Reduce -1.5% 12,341 $1.2M
Excalibur Management Corp. 0.50% Add +9.1% 13,042 $1.2M
AIA Group Ltd 0.04% New 13,034 $1.2M
OneDigital Investment Advisors LLC 0.02% Add +92.8% 12,954 $1.2M
ClearAlpha Technologies LP 0.50% Add +50.9% 12,936 $1.2M
Aviso Wealth Management 0.74% Add +137.6% 12,918 $1.2M
EP Wealth Advisors, LLC 0.01% Add +2.3% 12,914 $1.2M
Profund Advisors LLC 0.05% Reduce -7.7% 12,880 $1.2M
Simplicity Wealth,LLC 0.03% New 12,759 $1.2M
Shepherd Financial Partners LLC 0.15% Add +3.3% 12,723 $1.2M
Savant Capital, LLC 0.01% Add +65.9% 12,698 $1.2M
Plimoth Trust Co. LLC 0.31% Reduce -0.1% 12,666 $1.2M
Apriem Advisors 0.14% Reduce -44.5% 12,610 $1.1M
Empirical Finance, LLC 0.07% Add +3.4% 12,590 $1.1M
Modera Wealth Management, LLC 0.02% Add +122.1% 12,551 $1.1M
Norinchukin Bank, The 0.03% Reduce -1.4% 12,476 $1.1M
Nebula Research & Development LLC 0.24% New 12,457 $1.1M
Commerzbank Aktiengesellschaft 0.04% Add +119.9% 12,232 $1.1M
Carret Asset Management, LLC 0.13% Reduce -0.8% 12,229 $1.1M
Associated Banc-Corp 0.03% No change 12,094 $1.1M
Summit Global Investments 0.08% Reduce -28.8% 12,044 $1.1M
Westpac Banking Corp. 0.08% Add +20.0% 12,016 $1.1M
Cypress Capital Group 0.13% Reduce -3.6% 11,772 $1.1M
Texas Yale Capital Corp. 0.05% Reduce -3.5% 11,727 $1.1M
Capstone Investment Advisors, LLC 0.04% Add +161.3% 11,723 $1.1M
CHICAGO TRUST Co NA 0.22% No change 11,683 $1.1M
Hennion & Walsh Asset Management, Inc. 0.06% Add +32.6% 11,673 $1.1M
Baillie Gifford & Co. 0.00% No change 11,628 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +24.5% 11,566 $1.1M
Freedom Investment Management, Inc. 0.08% Reduce -1.9% 11,521 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -7.4% 11,393 $1.0M
Ieq Capital, LLC 0.01% Add +8.3% 11,373 $1.0M
LMG Wealth Partners, LLC 0.26% Add +6.7% 11,219 $1.0M
Groupama Asset Managment 0.02% Reduce -57.6% 5,370 $1.0M
Icon Advisers Inc. 0.22% No change 11,100 $1.0M
D.A. Davidson & Co. 0.01% Add +35.4% 11,034 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.3% 10,954 $995K
DC Investments Management, LLC 0.84% New 10,921 $992K
Spire Wealth Management 0.02% Add +0.1% 10,873 $987K
Sequoia Financial Advisors, LLC 0.01% Add +9.3% 10,830 $983K
Integrated Advisors Network LLC 0.05% Reduce -29.4% 10,765 $978K
Caisse de depot et placement du Quebec 0.00% Reduce -93.3% 10,588 $961K
MAI Capital Management 0.01% Add +8.6% 10,551 $958K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +2.6% 10,479 $952K
Buckingham Strategic Wealth, LLC 0.01% Add +11.2% 10,380 $943K
Signaturefd, LLC 0.02% Reduce -1.3% 10,321 $937K
Armstrong Advisory Group, Inc. 0.09% No change 10,291 $936K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.3% 10,298 $935K
Ti-Trust, Inc. 0.68% No change 10,213 $927K
Pegasus Asset Management, Inc. 0.29% Reduce -1.0% 10,140 $921K
Centennial Bank 0.47% No change 10,006 $909K
Avidian Wealth Enterprises, LLC 0.05% Reduce -11.5% 9,978 $906K
Mesirow Financial Investment Management, Inc. 0.02% Add +6.6% 9,962 $905K
Plato Investment Management Ltd 0.09% Add +17683.9% 9,959 $904K
Clear Point Advisors Inc. 0.74% Add +0.3% 9,954 $904K
Assenagon Asset Management S.A. 0.00% Reduce -94.7% 9,874 $897K
TrinityPoint Wealth, LLC 0.15% Reduce -4.6% 9,857 $895K
Edgemoor Investment Advisors, Inc. 0.08% No change 9,781 $888K
Wesbanco Bank Inc. 0.03% Add +46.3% 9,740 $884K
Great Valley Advisor Group, Inc. 0.03% Add +2.9% 9,698 $881K
Dakota Wealth Management 0.02% Add +29.0% 9,673 $878K
Monetary Management Group Inc. 0.24% No change 9,650 $876K
CENTRAL TRUST Co 0.02% Reduce -0.7% 9,638 $875K
Regions Financial Corp. 0.01% Add +2.7% 9,613 $873K
Patrick Mauro Investment Advisor, INC. 0.50% No change 9,607 $872K
Presima Securities ULC 0.20% No change 9,600 $872K
United Capital Financial Advisors, LLC 0.01% Reduce -15.7% 9,591 $871K
Evercore Wealth Management, LLC 0.01% Reduce -2.5% 9,552 $867K
West Family Investments, Inc. 0.27% Add +4.8% 9,494 $862K
Traphagen Investment Advisors LLC 0.09% Reduce -0.7% 9,473 $860K
Concourse Financial Group Securities, Inc. 0.05% Add +42.0% 9,329 $847K
Rakuten Investment Management, Inc. 0.01% Add +988.3% 9,283 $843K
Huber Capital Management LLC 0.19% Reduce -25.9% 9,260 $841K
AE Wealth Management LLC 0.01% Reduce -73.4% 9,249 $840K
Keybank National Association 0.00% Reduce -4.5% 9,204 $836K
Mystic Asset Management, Inc. 0.35% No change 9,185 $834K
Hendershot Investments Inc. 0.12% Reduce -1.4% 9,160 $832K
Keynote Financial Services LLC 0.70% — 9,145 $830K
Choreo, LLC 0.02% Add +20.3% 9,125 $829K
Clearstead Trust, LLC 0.22% Reduce -12.2% 9,111 $827K
Rwa Wealth Partners, LLC 0.01% Reduce -0.1% 9,100 $826K
WASHINGTON TRUST Co 0.03% Reduce -0.6% 9,100 $826K
HUB Investment Partners, LLC 0.05% Reduce -9.8% 9,091 $826K
Kraematon Investment Advisors, Inc. 0.81% Reduce -5.0% 8,892 $808K
Wedbush Securities Inc. 0.03% Add +61.4% 8,839 $803K
G&S Capital LLC 0.35% Add +1.6% 8,747 $794K
Clear Harbor Asset Management, LLC 0.07% Add +5.2% 8,630 $784K
David J Yvars Group 0.53% Reduce -0.6% 8,614 $782K
Equitable Holdings, Inc. 0.01% Reduce -17.4% 8,608 $782K
Tower Research Capital LLC (TRC) 0.02% Reduce -81.9% 8,601 $781K
Man Group plc 0.00% Add +109.2% 8,595 $781K
NEOS Investment Management LLC 0.05% Add +75.0% 8,576 $779K
Old National Bancorp 0.02% Reduce -6.2% 8,573 $779K
Joseph P. Lucia & Associates, LLC 0.42% Add +0.1% 8,564 $778K
Nicholas Hoffman & Company, LLC. 0.04% Add +0.1% 8,563 $778K
Bridgewater Associates 0.00% Reduce -62.1% 8,559 $777K
Mathes Company, Inc. 0.29% No change 8,533 $775K
Castle Rock Wealth Management, LLC 0.21% Add +0.1% 8,122 $770K
Wealth Alliance Advisory Group, LLC 0.18% Add +1.8% 8,456 $768K
Harbor Capital Advisors, Inc. 0.10% Reduce -7.5% 8,438 $766K
Schulhoff & Co. Inc. 0.33% No change 8,416 $764K
Hyman Charles D 0.04% Reduce -1.2% 8,310 $755K
Monte Financial Group, LLC 0.33% No change 8,269 $751K
Wealthspire Advisors, LLC 0.01% Reduce -2.6% 8,237 $748K
Bessemer Group Inc. 0.00% Reduce -17.2% 8,185 $742K
IHT Wealth Management, LLC 0.03% Add +4.9% 8,073 $733K
Vinva Investment Management Ltd 0.04% Reduce -15.8% 8,013 $728K
Adalta Capital Management LLC 0.40% No change 7,967 $723K
Rowlandmiller & Partners.adv 0.15% Reduce -6.5% 7,947 $722K
Citizens Financial Group Inc. 0.02% Add +67.4% 7,858 $714K
Merit Financial Group, LLC 0.02% Add +84.8% 7,451 $712K
Prospera Financial Services Inc 0.02% Add +22.5% 7,798 $708K
Level Four Advisory Services, LLC 0.04% No change 7,737 $704K
Foundations Investment Advisors, LLC 0.02% Add +6.5% 7,725 $702K
Jeppson Wealth Management, LLC 0.27% No change 7,716 $701K
Jamison Private Wealth Management, Inc. 0.12% Add +1.2% 7,681 $697K
Advisory Services Network, LLC 0.02% Reduce -60.6% 7,605 $691K
Cornerstone Capital, Inc. 0.07% Reduce -41.8% 7,495 $681K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.2% 7,469 $678K
First Pacific Financial 0.19% Add +4.2% 7,462 $678K
Omnia Family Wealth, LLC 0.32% Add +0.2% 7,437 $675K
Wealth Alliance, LLC 0.09% Add +0.0% 7,435 $675K
Rockline Wealth Management, LLC 0.23% New 7,382 $670K
DGS Capital Management, LLC 0.19% Add +62.5% 7,366 $669K
Shulman DeMeo Asset Management LLC 0.18% Add +0.1% 7,339 $666K
Raymond James Trust N.A. 0.02% Reduce -8.1% 7,319 $665K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +6.2% 7,291 $662K
Tidal Investments LLC 0.01% Add +5.5% 7,204 $654K
OmniStar Financial Group, Inc. 0.60% New 7,185 $653K
NorthCrest Asset Manangement, LLC 0.02% Add +5.0% 7,182 $652K
Meeder Advisory Services, Inc. 0.07% Reduce -5.4% 7,172 $651K
Parallel Advisors, LLC 0.02% Reduce -10.2% 7,163 $650K
LVW Advisors, LLC 0.11% Add +93.9% 7,158 $650K
Affinity Investment Advisors, LLC 0.47% No change 7,140 $648K
Wellington Management Group LLP 0.00% Reduce -8.2% 7,134 $648K
Creative Financial Designs Inc. 0.06% Add +10.0% 7,103 $645K
SeaCrest Wealth Management, LLC 0.08% Reduce -24.8% 7,073 $642K
Cibc World Market Inc. 0.00% New 7,035 $639K
Wedmont Private Capital 0.05% Reduce -0.5% 7,004 $638K
Quadrature Capital Ltd 0.01% Add +43.1% 7,007 $636K
Frisch Financial Group, Inc. 0.21% Add +0.4% 7,007 $636K
Cubic Asset Management, LLC 0.15% No change 6,997 $635K
Cornell Pochily Investment Advisors, Inc. 0.25% Reduce -2.0% 6,951 $631K
Kapitalo Investimentos Ltda 0.14% Reduce -30.6% 6,940 $630K
Cohen Klingenstein LLC 0.02% No change 6,900 $627K
Greenleaf Trust 0.01% Reduce -7.3% 6,862 $623K
First Trust Investment Solutions L.P. 0.11% Add +8.9% 6,831 $620K
Cross Staff Investments Inc 0.52% Reduce -1.1% 6,822 $620K
Boothbay Fund Management, LLC 0.02% Reduce -2.4% 6,733 $611K
HB Wealth Management, LLC 0.01% Reduce -10.1% 6,729 $611K
Bleakley Financial Group, LLC 0.02% Reduce -15.7% 6,700 $608K
Powell Investment Advisors, LLC 0.32% No change 6,671 $606K
Epoch Investment Partners, Inc. 0.00% Add +0.8% 6,642 $603K
Financial Advisory Partners, LLC 0.23% Reduce -4.6% 6,614 $601K
Sourcerock Group LLC 0.05% Add +10.0% 6,600 $599K
Trust Co. of Vermont 0.03% Reduce -45.2% 6,596 $599K
Burns J W & Co. Inc. 0.08% Reduce -3.0% 6,518 $592K
Qtron Investments LLC 0.08% Reduce -29.5% 6,448 $586K
Aptus Capital Advisors, LLC 0.01% Add +53.0% 6,435 $584K
Birmingham Capital Management Co. Inc. 0.21% Reduce -7.9% 6,420 $583K
Kestra Private Wealth Services, LLC 0.01% Add +2.6% 6,345 $576K
Guardian Wealth Advisors, LLC 0.37% Add +0.6% 6,342 $576K
Signet Financial Management, LLC 0.08% Add +0.5% 6,332 $575K
Diversify Advisory Services, LLC 0.03% — 6,334 $572K
Alberta Investment Management Corp 0.01% No change 6,300 $572K
Orion Porfolio Solutions, LLC 0.01% Reduce -10.5% 6,271 $569K
Orion Portfolio Solutions, LLC 0.01% Reduce -10.5% 6,271 $569K
Kovack Advisors, Inc. 0.07% Add +16.6% 6,264 $569K
Quantitative Investment Management, LLC 0.03% Reduce -39.5% 6,257 $568K
Gen-Wealth Partners Inc 0.28% — 6,253 $568K
Aaron Wealth Advisors LLC 0.08% Add +1.6% 6,250 $568K
Cannell & Spears LLC 0.01% New 6,244 $567K
Horizon Investments, LLC 0.01% Add +0.9% 6,239 $562K
Powers Advisory Group, LLC 0.32% Reduce -1.2% 6,184 $562K
Mather Group, Llc. 0.01% Reduce -0.4% 6,171 $561K
Syon Capital LLC 0.05% Add +3.0% 6,130 $557K
Alaska Permanent Fund Corp 0.01% Add +26.8% 6,130 $557K
CWA Asset Management Group, LLC 0.03% Reduce -14.8% 6,120 $556K
Sound Financial Strategies Group, LLC 0.46% Add +0.4% 6,111 $555K
Vident Advisory, LLC 0.01% Reduce -81.0% 6,108 $555K
Wealth Architects, LLC 0.07% Add +0.0% 6,056 $550K
Fidelis Capital Partners, LLC 0.08% Add +132.8% 6,050 $549K
Quadcap Wealth Management, LLC 0.12% Reduce -14.4% 6,049 $549K
Principle Wealth Partners LLC 0.04% Add +22.6% 6,039 $548K
Prosperity Consulting Group, LLC 0.07% Add +17.0% 6,015 $546K
Miramar Capital, LLC 0.14% Reduce -8.9% 5,600 $546K
Edgestream Partners, L.P. 0.03% Add +148.2% 6,005 $545K
Hartline Investment Corp./ 0.10% New 5,978 $543K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +3.9% 5,978 $543K
Ledyard National Bank 0.05% No change 5,975 $543K
Magnus Financial Group LLC 0.06% Add +0.3% 5,973 $542K
United Asset Strategies, Inc. 0.05% Reduce -0.4% 5,951 $540K
Kingsview Wealth Management, LLC 0.01% Reduce -26.3% 5,935 $539K
Diamant Asset Management, Inc. 0.37% Reduce -3.1% 5,925 $538K
Breakwater Capital Group 0.13% Add +0.5% 5,908 $537K
Revisor Wealth Management LLC 0.24% Add +113.7% 5,897 $536K
Lifeworks Advisors, LLC 0.15% Reduce -4.4% 5,898 $536K
International Assets Investment Management, LLC 0.06% Add +3.4% 5,901 $533K
United Bank 0.06% No change 5,850 $531K
RFG Advisory, LLC 0.02% Reduce -0.1% 5,818 $528K
GW Henssler & Associates Ltd. 0.03% Add +0.2% 5,797 $526K
Haverford Trust Co 0.01% Reduce -18.1% 5,692 $517K
Siemens Fonds Invest GmbH 0.04% Reduce -3.2% 5,674 $515K
Charter Research & Investment Group, Inc. 0.41% No change 5,645 $513K
SpiderRock Advisors, LLC 0.02% — 5,736 $510K
Apollon Wealth Management, LLC 0.02% Add +2.4% 5,620 $510K
Engineers Gate Manager LP 0.01% New 5,602 $509K
Delta Financial Group, Inc. 0.15% Add +0.3% 5,563 $505K
Bray Capital Advisors 0.13% No change 5,533 $502K
Capula Management Ltd 0.02% New 5,527 $502K
Archer Investment Corp 0.15% Add +10.0% 5,518 $501K
Key Client Fiduciary Advisors, LLC 0.27% Reduce -2.5% 5,502 $500K
Altfest L J & Co. Inc. 0.07% Add +8.8% 5,491 $499K
Vontobel Holding Ltd. 0.00% Reduce -6.0% 5,489 $498K
Checchi Capital Advisers, LLC 0.04% Add +0.4% 5,486 $498K
Gsa Capital Partners LLP 0.04% New 5,484 $498K
Financial Counselors Inc. 0.01% Reduce -42.3% 5,476 $497K
Stephen J. Garry & Associates, LLC 0.51% No change 5,452 $495K
Exencial Wealth Advisors, LLC 0.02% Add +21.7% 5,450 $495K
Geneos Wealth Management Inc. 0.02% Reduce -1.7% 5,418 $492K
Koa Wealth Management, LLC 0.44% No change 5,400 $490K
Monument Capital Management 0.14% New 5,369 $488K
Bard Financial Services, Inc. 0.05% No change 5,275 $479K
Elevation Point Wealth Partners, LLC 0.04% Reduce -0.8% 5,248 $477K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.2% 5,245 $476K
Centaurus Financial, Inc. 0.03% No change 5,242 $476K
Cobblestone Capital Advisors LLC 0.03% No change 5,217 $474K
Eisler Capital (UK) Ltd. 0.06% Add +33.9% 5,208 $473K
Paloma Partners Management Co 0.10% Reduce -28.4% 5,202 $472K
RMR Wealth Builders 0.06% Add +1.2% 5,201 $472K
Inscription Capital, LLC 0.08% Add +12.9% 5,192 $472K
Kingswood Wealth Advisors, LLC 0.05% Reduce -33.0% 5,165 $469K
Mutual Advisors, LLC 0.01% Add +8.6% 5,145 $467K
Perigon Wealth Management, LLC 0.01% Add +9.2% 5,139 $467K
Balentine LLC 0.01% Reduce -47.2% 5,128 $466K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.2% 5,118 $465K
Venture Visionary Partners LLC 0.02% Add +7.5% 5,112 $464K
Strategic Advisors LLC 0.09% No change 5,097 $463K
Carnegie Investment Counsel 0.01% Reduce -5.6% 5,091 $462K
Krane Funds Advisors LLC 0.02% New 5,039 $461K
Fiera Capital Corp 0.00% Reduce -6.6% 5,060 $459K
Farther Finance Advisors, LLC 0.03% Add +11.3% 5,024 $454K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Add +0.9% 4,997 $454K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -10.5% 4,996 $454K
Arden Trust Co 0.06% No change 4,977 $452K
Godshalk Welsh Capital Management, Inc. 0.30% Reduce -2.0% 4,950 $450K
Realta Investment Advisors 0.09% Reduce -2.2% 4,945 $449K
Townsquare Capital LLC 0.01% Add +7.6% 4,919 $447K
Royal Fund Management, LLC 0.05% No change 4,914 $446K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.00% Add +4.3% 4,900 $445K
DAVENPORT & Co LLC 0.00% Reduce -27.1% 4,844 $440K
Allworth Financial LP 0.00% Add +96.3% 4,837 $439K
Coldstream Capital Management Inc. 0.01% Add +6.5% 4,772 $433K
Twinbeech Capital LP 0.01% New 4,771 $433K
Azimuth Capital Investment Management LLC 0.02% Add +5.6% 4,750 $431K
Cadence Bank 0.03% No change 4,732 $430K
Pinnacle Bancorp, Inc. 0.13% No change 4,717 $428K
Crestwood Advisors Group, LLC 0.01% Add +2.3% 4,699 $427K
180 Wealth Advisors, LLC 0.08% Add +6.0% 4,682 $425K
Global X Japan Co., Ltd. 0.09% Add +22.8% 4,681 $425K
Richwood Investment Advisors, LLC 0.38% Reduce -2.0% 4,657 $423K
FineMark National Bank & Trust 0.02% Reduce -19.9% 4,642 $422K
Raab & Moskowitz Asset Management LLC 0.12% No change 4,635 $421K
RIA Advisory Group LLC 0.17% Reduce -26.4% 4,617 $419K
Milestone Asset Management, LLC 0.12% Add +0.7% 4,607 $418K
City State Bank 0.18% Add +5.0% 4,607 $418K
9258 Wealth Management, LLC 0.06% No change 4,588 $417K
Y-Intercept (Hong Kong) Ltd 0.03% Add +59.8% 4,563 $414K
Grandfield & Dodd, LLC 0.03% No change 4,555 $414K
Key Financial Inc 0.10% No change 4,533 $412K
Ipswich Investment Management Co., Inc. 0.10% No change 4,525 $411K
Harbour Trust & Investment Management Co 0.05% Reduce -6.2% 4,520 $410K
Koshinski Asset Management, Inc. 0.04% Reduce -40.6% 4,515 $410K
Ballentine Partners, LLC 0.01% Reduce -21.3% 4,512 $410K
Ransom Advisory, Ltd 0.22% — 4,500 $409K
CoreCap Advisors, LLC 0.02% Add +3.2% 4,458 $405K
Insight Advisors, LLC/ PA 0.08% No change 4,400 $400K
Confluence Wealth Services, Inc. 0.04% Add +29.5% 4,392 $399K
Advisors Capital Management, LLC 0.01% Add +30.4% 4,347 $395K
Murphy, Middleton, Hinkle & Parker, Inc. 0.23% No change 4,345 $395K
Virginia Wealth Management Group, Inc. 0.32% No change 4,300 $390K
Aerodigm Wealth, LLC 0.16% New 4,262 $387K
Mission Wealth Management, LP 0.01% Reduce -23.8% 4,257 $387K
Eads & Heald Wealth Management 0.18% Reduce -39.4% 4,255 $386K
Center For Asset Management LLC 0.31% Add +0.9% 4,211 $382K
ING Groep NV 0.00% Reduce -92.3% 4,191 $381K
Harbour Investments, Inc. 0.01% Add +10.9% 4,167 $378K
Quotient Wealth Partners, LLC 0.01% Add +26.0% 4,154 $377K
Imprint Wealth LLC 0.09% Reduce -4.6% 4,145 $374K
Comprehensive Financial Consultants Institutional, Inc. 0.16% No change 4,122 $374K
Moneta Group Investment Advisors LLC 0.01% Reduce -2.3% 4,102 $372K
Lake Street Advisors Group, LLC 0.02% Add +3.0% 4,069 $369K
Community Bank, N.A. 0.05% No change 4,060 $369K
Mgo One Seven LLC 0.02% Reduce -1.6% 4,059 $369K
Pinnacle Financial Partners Inc 0.01% Add +5.2% 4,036 $367K
First Citizens Bank & Trust Co. 0.01% Reduce -1.3% 4,026 $366K
Principal Securities, Inc. 0.01% Reduce -11.1% 4,019 $365K
Hurlow Wealth Management Group, Inc. 0.13% Add +0.0% 4,010 $364K
Jump Financial, LLC 0.01% New 4,004 $364K
Emprise Bank 0.24% — 4,000 $363K
Navellier & Associates Inc. 0.04% New 3,989 $362K
Avior Wealth Management, LLC 0.02% Add +8526.1% 3,968 $360K
Trustmark Bank Trust Department 0.03% Add +0.5% 3,968 $360K
Hilltop Holdings Inc. 0.04% Reduce -0.9% 3,963 $360K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.8% 3,960 $360K
CreativeOne Wealth, LLC 0.01% Add +38.7% 3,943 $358K
Douglas Lane & Associates, LLC 0.01% Reduce -0.3% 3,933 $357K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +71.3% 3,909 $355K
Main Street Financial Solutions, LLC 0.04% Add +0.7% 3,888 $353K
Global Retirement Partners, LLC 0.01% Reduce -3.1% 3,870 $351K
Landmark Wealth Management, LLC 0.16% No change 3,829 $348K
Focused Wealth Management, Inc 0.05% Add +0.0% 3,826 $347K
Courier Capital LLC 0.03% Reduce -2.7% 3,815 $346K
Caprock Group, LLC 0.02% Reduce -41.4% 3,784 $344K
Dumont & Blake Investment Advisors LLC 0.10% Add +1.3% 3,784 $344K
Intrua Financial, LLC 0.05% Reduce -70.3% 3,763 $342K
SkyOak Wealth, LLC 0.08% No change 3,753 $341K
Valley Brook Capital Group, Inc. 0.27% No change 3,750 $341K
Satovsky Asset Management LLC 0.10% Reduce -30.6% 3,749 $340K
Asset Dedication, LLC 0.03% Add +8.0% 3,723 $339K
Addison Advisors LLC 0.12% No change 3,727 $338K
Private Trust Co. NA 0.04% Add +7.5% 3,686 $335K
Strategic Blueprint, LLC 0.02% Add +0.5% 3,686 $335K
Clarity Capital Advisors, LLC 0.27% Add +0.9% 3,677 $334K
Able Wealth Management LLC 0.29% Reduce -0.0% 3,623 $329K
Vise Technologies, Inc. 0.06% Reduce -21.1% 3,619 $329K
Fiduciary Trust Co 0.01% Reduce -7.7% 3,612 $328K
Cigna Investments Inc. 0.06% Reduce -1.9% 3,595 $327K
OxenFree Capital LLC 0.30% No change 3,600 $327K
Lion Street Advisors, LLC 0.13% No change 3,588 $326K
GAMMA Investing LLC 0.07% Add +9.1% 3,585 $326K
Mayflower Financial Advisors, LLC 0.05% Reduce -80.9% 3,581 $325K
GPS Wealth Strategies Group, LLC 0.05% Reduce -6.3% 3,549 $322K
First County Bank 0.16% Reduce -0.5% 3,548 $322K
Compound Planning, Inc. 0.03% New 3,542 $322K
North Star Investment Management Corp. 0.02% No change 3,476 $316K
Campbell Wealth Management 0.03% New 3,469 $315K
IVC Wealth Advisors LLC 0.18% Add +18.3% 3,465 $315K
Sunbelt Securities, Inc. 0.04% Reduce -0.9% 3,465 $315K
Sard Wealth Management Group, LLC 0.28% Reduce -1.1% 3,455 $314K
Callan Capital, LLC 0.03% Add +26.6% 3,452 $313K
Court Place Advisors, LLC 0.10% No change 3,450 $313K
Foster & Motley Inc. 0.02% Reduce -14.1% 3,445 $313K
First Horizon Advisors, Inc. 0.01% Reduce -25.6% 3,431 $312K
NTV Asset Management LLC 0.05% No change 3,430 $311K
Baker Boyer National Bank 0.11% No change 3,426 $311K
Roanoke Asset Management Corp./ NY 0.10% No change 3,415 $310K
Smithfield Trust Co 0.02% No change 3,417 $310K
Bryn Mawr Trust Advisors, LLC 0.02% No change 3,411 $310K
Rodgers Brothers Inc. 0.04% No change 3,404 $309K
TFG Advisers LLC 0.12% Reduce -10.5% 3,402 $309K
Mark Sheptoff Financial Planning, LLC 0.17% No change 3,400 $309K
Essex Financial Services, Inc. 0.03% Add +14.3% 3,388 $308K
Simplex Trading, LLC 0.01% New 3,373 $306K
Whittier Trust Co. of Nevada Inc. 0.01% No change 3,358 $305K
Holderness Investments Co. 0.07% Reduce -1.5% 3,350 $304K
MQS Management LLC 0.17% Reduce -25.4% 3,349 $304K
XML Financial, LLC 0.03% No change 3,345 $304K
Certuity, LLC 0.03% Reduce -0.7% 3,327 $302K
Centre Asset Management, LLC 0.07% Reduce -1.9% 3,327 $302K
Sykon Capital LLC 0.11% No change 3,320 $301K
Allred Capital Management, LLC 0.12% Reduce -26.7% 3,314 $301K
Coastline Trust Co 0.04% No change 3,300 $300K
Revolve Wealth Partners, LLC 0.05% Add +6.4% 3,291 $299K
Fortis Group Advisors, LLC 0.06% Add +17.8% 3,288 $299K
Deerfield Management Company, L.P. 0.01% New 3,275 $297K
Symmetry Partners, LLC 0.02% No change 3,265 $296K
Brevan Howard Capital Management LP 0.03% New 3,248 $295K
Lanark Financial, Inc. 0.03% Reduce -3.1% 3,237 $294K
Strata Wealth Advisors, LLC 0.10% New 3,213 $292K
Cornerstone Advisors, LLC 0.01% New 3,200 $291K
Sage Mountain Advisors LLC 0.03% Reduce -13.6% 3,196 $290K
Personal Cfo Solutions, LLC 0.05% Add +3.5% 3,186 $289K
Horst & Graben Wealth Management LLC 0.06% Add +0.0% 3,181 $289K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -0.3% 3,161 $287K
Bayesian Capital Management, LP 0.03% New 3,158 $287K
Brighton Jones LLC 0.01% New 3,157 $287K
ICA Group Wealth Management, LLC 0.06% No change 3,155 $287K
Allen Capital Group, LLC 0.04% New 3,147 $286K
Pinnacle West Asset Management, Inc. 0.23% Add +1.6% 3,125 $284K
CW Advisors, LLC 0.00% Reduce -23.8% 3,118 $283K
RB Capital Management, LLC 0.08% Reduce -11.1% 3,090 $281K
Axxcess Wealth Management, LLC 0.01% No change 3,080 $280K
Palumbo Wealth Management LLC 0.13% Reduce -3.4% 3,077 $279K
Cora Capital Advisors LLC 0.15% Reduce -5.9% 3,077 $279K
Rise Advisors, LLC 0.15% Add +9.6% 3,067 $278K
Princeton Global Asset Management LLC 0.07% Add +1.9% 3,066 $278K
Thomasville National Bank 0.02% Add +12.8% 3,043 $276K
M&R Capital Management Inc. 0.07% No change 3,034 $276K
LGT Group Foundation 0.01% No change 3,027 $275K
ShoreHaven Wealth Partners, LLC 0.15% Add +0.9% 3,002 $273K
KCM Investment Advisors LLC 0.01% Reduce -9.3% 3,002 $273K
Blodgett Wealth Advisors, LLC 0.25% No change 3,000 $272K
Delta Investment Management, LLC 0.06% No change 3,000 $272K
Wilkins Investment Counsel Inc. 0.04% New 3,000 $272K
Parsons Capital Management Inc. 0.02% Reduce -1.6% 2,993 $272K
Duality Advisers, LP 0.03% Reduce -86.9% 2,990 $272K
Advisory Alpha, LLC 0.01% Reduce -6.1% 2,987 $271K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -9.8% 2,983 $271K
Affinity Wealth Management LLC 0.05% No change 2,981 $271K
Significant Wealth Partners LLC 0.17% New 2,936 $267K
Sheaff Brock Investment Advisors, LLC 0.02% No change 2,922 $265K
Bar Harbor Wealth Management 0.02% Reduce -10.7% 2,914 $265K
Belpointe Asset Management LLC 0.02% Add +5.4% 2,904 $264K
CI Investments Inc. 0.00% Add +35.9% 2,895 $263K
Independent Financial Group, LLC 0.01% Add +12.6% 2,892 $263K
Burford Brothers, Inc. 0.17% No change 2,890 $262K
Norwood Financial Corp 0.38% Reduce -1.7% 2,885 $262K
FSB Premier Wealth Management, Inc. 0.12% No change 2,874 $261K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,858 $260K
D'Orazio & Associates, Inc. 0.04% Reduce -4.0% 2,856 $259K
Orange Investment Advisors, Inc. 0.03% Reduce -21.8% 2,856 $259K
Atlantic Union Bankshares Corp 0.02% Reduce -0.5% 2,856 $259K
Klingman & Associates, LLC 0.02% Add +0.4% 2,839 $258K
Montecito Bank & Trust 0.05% New 2,833 $257K
GHP Investment Advisors, Inc. 0.01% Add +54.7% 2,827 $257K
Cidel Asset Management Inc. 0.02% Add +6.1% 2,816 $256K
Fort Point Capital Partners LLC 0.03% Reduce -0.0% 2,806 $255K
Transcend Capital Advisors, LLC 0.02% Add +0.6% 2,784 $253K
Jacobi Capital Management LLC 0.02% Reduce -15.9% 2,778 $252K
Morningstar Investment Management LLC 0.03% No change 2,764 $251K
Westmount Partners, LLC 0.09% Reduce -0.5% 2,757 $250K
Nomura Holdings Inc. 0.00% Reduce -60.5% 2,756 $250K
Alpha Cubed Investments, LLC 0.01% Add +20.7% 2,756 $250K
Dorsey & Whitney Trust CO LLC 0.02% Add +1.4% 2,712 $246K
MBA Advisors LLC 0.13% No change 2,700 $245K
OneAscent Wealth Management LLC 0.09% Reduce -11.2% 2,689 $244K
Simon Quick Advisors, LLC 0.02% Reduce -7.3% 2,686 $244K
Bokf, NA 0.00% Reduce -31.4% 2,699 $244K
Alpine Woods Capital Investors, LLC 0.05% No change 2,555 $241K
Columbia Asset Management 0.05% No change 2,645 $241K
Valmark Advisers, Inc. 0.00% Reduce -7.5% 2,652 $241K
Pettyjohn, Wood & White, Inc. 0.05% Reduce -1.9% 2,650 $241K
Peachtree Investment Partners, LLC 0.10% Reduce -53.1% 2,639 $240K
Scientech Research LLC 0.13% New 2,639 $240K
Vantage Consulting Group Inc 0.15% Add +3.1% 2,636 $239K
Caldwell Sutter Capital, Inc. 0.12% Add +5.2% 2,635 $239K
Capital Investment Counsel, Inc 0.04% No change 2,615 $237K
Valeo Financial Advisors, LLC 0.01% Reduce -10.8% 2,540 $237K
Fisher Asset Management 0.00% New 2,608 $237K
FinTrust Capital Advisors, LLC 0.05% Add +64.5% 2,597 $236K
ARS Investment Partners, LLC 0.02% No change 2,595 $236K
Canal Capital Management, LLC 0.04% Add +0.4% 2,591 $235K
Sompo Asset Management Co., Ltd. 0.04% Reduce -20.6% 2,590 $235K
Shufro Rose & Co. LLC 0.02% No change 2,582 $234K
GeoWealth Management, LLC 0.01% New 2,571 $233K
Performance Wealth Partners, LLC 0.01% No change 2,570 $233K
Flputnam Investment Management Co. 0.01% Reduce -11.6% 2,567 $233K
Avion Wealth 0.06% Add +0.3% 2,554 $232K
Family Firm, Inc. 0.06% Add +0.2% 2,552 $232K
Ameritas Advisory Services, LLC 0.01% Reduce -27.5% 2,452 $230K
Allegheny Financial Group 0.07% Reduce -7.3% 2,537 $230K
SVB Wealth LLC 0.01% Add +3.1% 2,515 $228K
Smith Shellnut Wilson LLC 0.12% Reduce -2.6% 2,512 $228K
Litman Gregory Wealth Management LLC 0.02% Reduce -9.1% 2,500 $227K
Winslow Asset Management Inc. 0.04% No change 2,497 $227K
Waters Parkerson & Co., LLC 0.01% No change 2,505 $227K
PDS Planning, Inc 0.02% Add +9.6% 2,491 $226K
Sage Capital Management, LLC 0.12% Add +0.5% 2,464 $224K
Cadinha & Co. LLC 0.04% No change 2,460 $223K
Financial Advocates Investment Management 0.01% Reduce -0.6% 2,456 $223K
Conservest Capital Advisors, Inc. 0.02% Add +0.1% 2,450 $223K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -2.7% 2,445 $222K
Visionary Wealth Advisors 0.01% Reduce -18.3% 2,445 $222K
James J. Burns & Company, LLC 0.08% Reduce -60.6% 2,442 $221K
McAdam, LLC 0.01% Add +7.8% 2,427 $220K
Stiles Financial Services Inc 0.09% Add +0.9% 2,423 $220K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -14.2% 2,406 $219K
Sigma Investment Counselors Inc. 0.01% Add +0.2% 2,403 $218K
Retirement Planning Co of New England, Inc. 0.12% Reduce -28.6% 2,401 $218K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,350 $218K
Angeles Investment Advisors, LLC 0.01% New 2,386 $217K
JBR Co Financial Management Inc 0.17% No change 2,385 $217K
Norris Perne & French LLP 0.02% No change 2,384 $216K
Trust Point Inc. 0.02% Reduce -77.9% 2,377 $216K
Towercrest Capital Management 0.04% No change 2,374 $216K
Rehmann Capital Advisory Group 0.02% Reduce -2.3% 2,373 $215K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.8% 2,366 $215K
Private Capital Management, LLC 0.02% Reduce -11.1% 2,360 $214K
Geller Advisors LLC 0.02% Reduce -23.2% 2,353 $214K
Bath Savings Trust Co 0.02% No change 2,353 $214K
Sound Income Strategies, LLC 0.02% No change 2,349 $213K
Carmichael Hill & Associates, Inc. 0.09% No change 2,332 $212K
StoneX Group Inc. 0.02% New 2,329 $211K
Beaton Management Co. Inc. 0.11% No change 2,323 $211K
Bank Ozk 0.09% No change 2,305 $209K
Quadrant Capital Group LLC 0.02% Add +12.0% 2,294 $208K
Fiduciary Family Office, LLC 0.08% Reduce -6.9% 2,293 $208K
Waypoint Wealth Partners Inc. 0.06% No change 2,285 $208K
RW Investment Management LLC 0.03% No change 2,285 $208K
LMR Partners LLP 0.01% New 2,274 $207K
Chemistry Wealth Management LLC 0.06% Add +0.4% 2,274 $206K
Bradley Foster & Sargent Inc. 0.00% No change 2,268 $206K
Sittner & Nelson, LLC 0.10% Add +0.3% 2,265 $206K
First National Corp. /Ma/ 0.05% No change 2,258 $205K
Glenview Trust Co 0.00% No change 2,260 $205K
Wealthspan Partners, LLC 0.12% New 2,254 $205K
Daymark Wealth Partners, LLC 0.01% No change 2,252 $205K
Balboa Wealth Partners 0.07% No change 2,248 $204K
Larson Financial Group LLC 0.02% Reduce -46.5% 2,245 $204K
McKinley Carter Wealth Services, Inc. 0.01% New 2,223 $202K
Montag A & Associates Inc. 0.01% Reduce -7.5% 2,222 $202K
Annex Advisory Services, LLC 0.01% Reduce -8.3% 2,221 $202K
Cullen/Frost Bankers, Inc. 0.00% Add +13.7% 2,219 $202K
Wealth Quarterback LLC 0.11% Add +0.8% 2,219 $202K
Colonial Trust Advisors 0.02% Add +0.1% 2,211 $201K
Anchor Investment Management, LLC 0.02% No change 2,200 $200K
Farmers & Merchants Investments Inc. 0.01% No change 2,195 $199K
Blue Trust, Inc. 0.00% Reduce -24.5% 2,154 $196K
Wellington Shields & Co., LLC 0.06% No change 2,132 $194K
TD Private Client Wealth LLC 0.01% Reduce -4.4% 2,108 $191K
Glen Eagle Advisors, LLC 0.03% Add +4.3% 2,015 $183K
Pacific Center for Financial Services 0.05% No change 2,000 $182K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -13.3% 1,733 $181K
Headlands Technologies LLC 0.04% New 1,989 $181K
Private Ocean, LLC 0.02% No change 1,964 $178K
NBT Bank, N.A. 0.01% No change 1,907 $173K
First Personal Financial Services 0.04% No change 1,884 $171K
Foster Dykema Cabot & Partners, LLC 0.02% Add +10.8% 1,813 $165K
Sentry Investment Management LLC 0.06% No change 1,809 $164K
Rosenberg Matthew Hamilton 0.05% Reduce -5.2% 1,800 $163K
Janiczek Wealth Management, LLC 0.03% Add +6.0% 1,617 $147K
West Branch Capital LLC 0.06% No change 1,600 $145K
Tobam 0.01% Reduce -4.8% 1,585 $144K
Hexagon Capital Partners LLC 0.03% Reduce -6.1% 1,574 $143K
Sawyer & Company, Inc 0.06% No change 1,562 $142K
Washington Trust Advisors, Inc. 0.01% No change 1,500 $136K
First Manhattan Co. Llc. 0.00% No change 1,494 $136K
Virtus Investment Advisers, LLC 0.10% Reduce -9.6% 1,476 $134K
HM Payson & Co. 0.00% Reduce -13.8% 1,474 $134K
Clearstead Advisors, LLC 0.01% Reduce -3.0% 1,367 $133K
NFSG Corp 0.06% Add +28.3% 1,462 $133K
Sandy Spring Bank 0.01% Add +18.8% 1,452 $132K
Jackson, Grant Investment Advisers, Inc. 0.05% Add +0.9% 1,387 $126K
Hills Bank & Trust Co 0.01% No change 1,375 $125K
Basso Capital Management, L.P. 0.12% No change 1,347 $122K
LFA - Lugano Financial Advisors SA 0.09% No change 1,316 $120K
Oakworth Capital, Inc. 0.01% No change 1,288 $117K
Cranbrook Wealth Management, LLC 0.03% No change 1,285 $117K
Tompkins Financial Corp. 0.01% Reduce -18.9% 1,283 $117K
C M Bidwell & Associates Ltd. 0.07% Reduce -0.2% 1,203 $109K
Allianz SE 0.00% — 1,200 $109K
Planning Capital Management Corp 0.08% No change 1,177 $107K
Syntax Research, Inc. 0.08% No change 1,114 $101K
Parkside Financial Bank & Trust 0.02% Reduce -3.0% 1,105 $100K
Central Pacific Bank - Trust Division 0.01% — 1,110 $100K
Alta Advisers Ltd 0.05% No change 1,100 $100K
Riggs Asset Managment Co. Inc. 0.03% No change 1,100 $100K
Catalyst Funds Management Pty Ltd 0.03% — 1,100 $100K
Cape Investment Advisory, Inc. 0.05% Add +0.9% 1,072 $97K
TFC Financial Management, Inc. 0.02% Add +0.3% 1,063 $97K
Salomon & Ludwin, LLC 0.01% No change 1,061 $96K
St Germain D J Co. Inc. 0.00% Reduce -18.8% 1,044 $95K
Arrow Financial Corp 0.01% No change 1,039 $94K
LifeSteps Financial, Inc. 0.07% New 1,037 $94K
Valley National Advisers Inc. 0.01% Reduce -0.4% 1,042 $94K
Hilltop National Bank 0.03% — 1,015 $92K
AllSquare Wealth Management LLC 0.05% No change 1,000 $91K
Hussman Strategic Advisors, Inc. 0.02% No change 1,000 $91K
SouthState Bank Corp 0.01% No change 1,000 $91K
Chilton Capital Management LLC 0.00% Reduce -27.5% 985 $89K
Covestor Ltd 0.06% Add +20.5% 983 $89K
Hanson & Doremus Investment Management 0.02% No change 985 $89K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 975 $89K
Birchbrook, Inc. 0.05% Reduce -2.3% 974 $88K
Blume Capital Management, Inc. 0.02% No change 971 $88K
Quent Capital, LLC 0.01% Add +20.1% 958 $87K
Brown Brothers Harriman & Co. 0.00% No change 950 $86K
Cetera Trust Company, N.A 0.05% No change 947 $86K
McIlrath & Eck, LLC 0.01% No change 946 $86K
Centerpoint Advisors, LLC 0.03% No change 935 $85K
Harbor Investment Advisory, LLC 0.01% Add +2.1% 931 $85K
Union Savings Bank 0.04% No change 907 $82K
Tsfg, LLC 0.02% Add +0.2% 877 $80K
Jones Financial Companies LLLP 0.00% Add +45.7% 874 $79K
Riverview Trust Co 0.06% New 860 $78K
Whittier Trust Co. 0.00% Reduce -19.5% 825 $75K
LRI Investments, LLC 0.02% — 821 $75K
Johnson Financial Group, Inc. 0.00% No change 810 $74K
Baldwin Wealth Partners LLC 0.01% Reduce -6.9% 809 $73K
Bfsg, LLC 0.01% No change 777 $71K
Benjamin F. Edwards & Company, Inc. 0.00% No change 768 $70K
MCF Advisors LLC 0.01% No change 756 $69K
S.A. Mason LLC 0.04% Add +16.1% 752 $68K
Ancora Advisors LLC 0.00% Add +0.3% 743 $67K
Kepos Capital LP 0.02% Reduce -38.6% 733 $67K
Chelsea Counsel Co. 0.04% No change 730 $66K
Cornerstone Planning Group LLC 0.02% Add +42.9% 686 $66K
Gleason Group, Inc. 0.01% Add +1.0% 709 $64K
Peoples Financial Services Corp. 0.03% Reduce -80.1% 702 $64K
First Community Trust NA 0.06% No change 700 $64K
Center for Financial Planning, Inc. 0.01% No change 660 $60K
Bank of New Hampshire 0.02% No change 650 $59K
Deseret Mutual Benefit Administrators 0.03% No change 648 $59K
PFS Partners, LLC 0.04% Add +0.8% 620 $56K
Loomis Sayles & Co. L P 0.00% Reduce -14.9% 621 $56K
Lindbrook Capital, LLC 0.01% Reduce -26.8% 611 $55K
ESL Trust Services, LLC 0.01% New 600 $54K
Barrett & Company, Inc. 0.03% Add +0.3% 587 $53K
Prestige Wealth Management Group LLC 0.01% Reduce -22.9% 579 $53K
Red Tortoise LLC 0.03% No change 562 $51K
Continuum Advisory, LLC 0.01% New 500 $49K
MV Capital Management, Inc. 0.01% Add +0.6% 538 $49K
PSI Advisors, LLC 0.02% Add +0.2% 535 $49K
Future Financial Wealth Managment LLC 0.04% New 532 $48K
FSA Wealth Management LLC 0.02% No change 530 $48K
EverSource Wealth Advisors, LLC 0.00% Reduce -25.3% 508 $48K
Group One Trading LLC 0.00% New 525 $48K
CNB Bank 0.02% No change 514 $47K
DecisionPoint Financial, LLC 0.02% No change 500 $46K
Pingora Partners LLC 0.03% No change 500 $45K
Optimum Investment Advisors 0.02% No change 500 $45K
Cambridge Trust Co. 0.00% No change 490 $44K
Kelly Financial Services LLC 0.02% Add +0.8% 485 $44K
Venturi Wealth Management, LLC 0.00% Reduce -13.5% 481 $44K
Capital Analysts, LLC 0.00% Add +0.4% 471 $43K
West Financial Advisors, LLC 0.01% No change 472 $43K
Tortoise Investment Management, LLC 0.01% No change 466 $42K
Financial Avengers, Inc. 0.02% Add +0.9% 464 $42K
Clarity Asset Management, Inc. 0.03% New 424 $39K
TCTC Holdings, LLC 0.00% No change 424 $39K
Adirondack Trust Co. 0.02% Add +26.4% 416 $38K
Wolff Wiese Magana LLC 0.03% No change 402 $37K
Gables Capital Management Inc. 0.02% No change 400 $36K
Citizens National Bank Trust Department 0.01% No change 400 $36K
Hollencrest Capital Management 0.00% No change 400 $36K
Cutler Group LLC / CA 0.02% New 397 $36K
Hall Laurie J Trustee 0.01% No change 400 $36K
Rakuten Securities, Inc. 0.02% Add +1880.0% 396 $36K
FSC Wealth Advisors, LLC 0.02% No change 390 $35K
Stuart Chaussee & Associates, Inc. 0.01% Reduce -34.8% 375 $34K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 366 $33K
Pathway Financial Advisers, LLC 0.01% Add +0.3% 362 $33K
CVA Family Office, LLC 0.01% Add +1.7% 361 $33K
Concord Wealth Partners 0.01% Add +0.3% 357 $32K
TD Waterhouse Canada Inc. 0.00% No change 317 $31K
Bruce G. Allen Investments, LLC 0.03% No change 342 $31K
Boyd Watterson Asset Management LLC 0.01% No change 339 $31K
CGC Financial Services, LLC 0.02% No change 333 $30K
Costello Asset Management, INC 0.02% Reduce -13.2% 330 $30K
Tidemark, LLC 0.02% No change 319 $29K
Beacon Capital Management, LLC 0.01% Add +2307.7% 313 $28K
Tyler-Stone Wealth Management 0.01% No change 310 $28K
Ofi Invest Asset Management 0.00% Add +4.1% 329 $28K
JFS Wealth Advisors, LLC 0.00% Reduce -5.0% 302 $27K
Missouri Trust & Investment Co 0.01% No change 300 $27K
Duncker Streett & Co. Inc. 0.01% No change 300 $27K
Colonial Trust Co / SC 0.00% No change 291 $26K
Gradient Investments LLC 0.00% Reduce -45.6% 280 $25K
Manchester Capital Management LLC 0.00% Add +19.2% 279 $25K
Retirement Group, LLC 0.01% No change 271 $25K
Evermay Wealth Management LLC 0.00% Add +29.2% 270 $25K
Altshuler Shaham Ltd 0.00% Reduce -3.2% 269 $24K
Main Street Group, LTD 0.01% No change 270 $24K
First PREMIER Bank 0.01% No change 262 $24K
Blackhill Capital Inc. 0.00% No change 253 $23K
Emfo, LLC 0.02% No change 250 $23K
Towne Trust Company, N.A 0.01% No change 250 $23K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 250 $23K
Smartleaf Asset Management LLC 0.00% Add +216.5% 250 $23K
Capital Advisors, Ltd. LLC 0.00% Add +18.8% 240 $22K
Aspect Partners, LLC 0.02% Add +1.7% 234 $21K
Maryland Capital Advisors Inc. 0.01% No change 234 $21K
Atwood & Palmer Inc. 0.00% Reduce -83.8% 232 $21K
Byrne Asset Management LLC 0.02% Reduce -25.0% 225 $20K
DB Fitzpatrick & Co, Inc 0.02% No change 222 $20K
Mb, Levis & Associates, LLC 0.01% No change 222 $20K
Dogwood Wealth Management LLC 0.01% Add +1.0% 208 $19K
Hartford Financial Management Inc. 0.00% No change 207 $19K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 200 $18K
Webster Bank, N. A. 0.00% No change 200 $18K
RE Dickinson Investment Advisors, LLC 0.01% No change 200 $18K
Bollard Group LLC 0.00% Add +99.0% 203 $18K
Glass Jacobson Investment Advisors llc 0.01% No change 197 $18K
Fortitude Family Office, LLC 0.01% Add +4.1% 178 $16K
Logan Capital Management Inc. 0.00% No change 175 $16K
Zions Bancorporation, N.A. 0.00% Reduce -21.0% 173 $16K
Park Place Capital Corp 0.01% Reduce -0.6% 167 $15K
Sugarloaf Wealth Management, LLC 0.00% No change 163 $15K
Private Wealth Management Group, LLC 0.01% Add +9.8% 157 $14K
Thompson Investment Management, Inc. 0.00% No change 157 $14K
Bell Investment Advisors, Inc 0.00% Reduce -8.3% 154 $14K
DHJJ Financial Advisors, Ltd. 0.01% No change 153 $14K
HHM Wealth Advisors, LLC 0.00% No change 150 $14K
ORG Partners LLC 0.03% Reduce -94.8% 149 $13K
Wetzel Investment Advisors, Inc. 0.01% No change 143 $13K
West Paces Advisors Inc. 0.00% Reduce -36.4% 140 $13K
RFP Financial Group LLC 0.00% Reduce -30.5% 130 $12K
First Financial Corp. 0.01% Reduce -85.2% 129 $12K
Operose Advisors LLC 0.00% No change 126 $11K
Northwest Investment Counselors, LLC 0.00% New 123 $11K
Resources Management Corp. /CT/ 0.00% No change 117 $11K
GW&K Investment Management, LLC 0.00% Reduce -10.1% 116 $11K
First Command Advisory Services, Inc. 0.00% Reduce -48.6% 110 $10K
Caitlin John, LLC 0.01% Add +18.4% 103 $9K
Peoples Bank 0.01% No change 100 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 100 $9K
Tucker Asset Management LLC 0.00% No change 100 $9K
Provenance Wealth Advisors, LLC 0.00% No change 100 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +57.4% 96 $9K
Sachetta, LLC 0.00% No change 94 $9K
Wellington Shields Capital Management, LLC 0.00% No change 92 $8K
Versant Capital Management, Inc 0.00% Reduce -3.4% 86 $8K
Abound Wealth Management 0.00% Reduce -76.1% 85 $8K
Steph & Co. 0.00% No change 80 $7K
TrinityBridge Ltd 0.00% No change 80 $7K
Arax Advisory Partners 0.00% Add +50.0% 72 $7K
AdvisorNet Financial, Inc 0.00% Reduce -30.3% 69 $6K
Raffa Wealth Management, LLC 0.00% No change 67 $6K
Mascoma Wealth Management LLC 0.00% No change 67 $6K
Financial Management Professionals, Inc. 0.00% Reduce -26.4% 67 $6K
Financial Gravity Asset Management, Inc. 0.00% Reduce -83.6% 56 $5K
Raleigh Capital Management Inc. 0.00% Reduce -82.5% 55 $5K
Cassady Schiller Wealth Management, LLC 0.00% Reduce -73.5% 52 $5K
Godsey & Gibb, Inc. 0.00% No change 50 $5K
Redmont Wealth Advisors LLC 0.00% New 39 $4K
Kiely Wealth Advisory Group, Inc. 0.00% No change 36 $3K
WealthCollab, LLC 0.00% Reduce -31.4% 35 $3K
Pacifica Partners Inc. 0.00% Reduce -12.8% 34 $3K
WR Wealth Planners, LLC 0.00% New 33 $3K
Bogart Wealth, LLC 0.00% No change 33 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 30 $3K
Davis Capital Management 0.00% No change 28 $3K
Dunhill Financial, LLC 0.00% Add +21.7% 28 $3K
Investors Research Corp 0.00% No change 27 $2K
Eagle Bay Advisors LLC 0.00% No change 26 $2K
Balefire, LLC 0.00% Add +4.0% 26 $2K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 25 $2K
SJS Investment Consulting Inc. 0.00% Add +9.1% 24 $2K
Penserra Capital Management LLC 0.00% Reduce -98.3% 27 $2K
St. Johns Investment Management Company, LLC 0.00% New 20 $2K
Western Pacific Wealth Management, LP 0.00% New 12 $1K
Trifecta Capital Advisors, LLC 0.00% No change 11 $999
Nvwm, LLC 0.00% New 10 $908
True Wealth Design, LLC 0.00% Add +80.0% 9 $818
Salem Investment Counselors Inc. 0.00% Reduce -94.7% 9 $818
Atlas Capital Advisors Inc. 0.00% No change 5 $454
WestEnd Advisors, LLC 0.00% No change 5 $454
Financial Synergies Wealth Advisors, Inc. 0.00% No change 4 $364
Carolinas Wealth Consulting LLC 0.00% Reduce -100.0% 4 $363
Valued Wealth Advisors LLC 0.00% Reduce -66.7% 1 $91
AlphaMark Advisors, LLC 0.00% Reduce -90.2% 5 $0

"% of holder's portfolio" is ED's weight in each manager's 13F, not the share of Consolidated Edison Inc. the manager owns.