EntergyETR

13F holders, Q1 2026 (March 31)
1,291holders +67
154new positions
83sold out
9famous investors
$112.22avg. 13F price*

At the end of Q1 2026, 1,291 institutions reported holding Entergy Corp. (ETR) in their 13F filings, up 67 from Q4 2025. 154 opened new positions and 83 sold out. The largest holders were BlackRock, Inc. ($4.6B), Vanguard Capital Management LLC ($3.3B) and JPMorgan Chase & Co. ($3.0B). 9 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and George Soros (0.2% of Soros Fund Management's portfolio).

Company
Entergy Corp.
Sector
Utilities
CUSIP
29364G103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions154$269.5M
Exits83$187.1M

All 13F filers, Q4 2025 → Q1 2026: 25,681,691 shares bought and 19,488,346 shares sold, net +6,193,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,291 holders

BlackRock, Inc. 0.08% Add +1.2% 40,960,399 $4.6B
Vanguard Capital Management LLC 0.08% — 29,423,549 $3.3B
JPMorgan Chase & Co. 0.21% Add +20.9% 27,432,884 $3.0B
Vanguard Portfolio Management LLC 0.15% — 25,543,018 $2.9B
State Street Corp. 0.10% Add +2.5% 24,953,531 $2.8B
Bank of America Corp. 0.14% Add +5.3% 17,369,775 $2.0B
FMR LLC 0.08% Reduce -4.9% 14,164,583 $1.6B
Ameriprise Financial Inc. 0.31% Reduce -11.5% 12,010,537 $1.3B
Geode Capital Management, LLC 0.08% Add +1.9% 11,828,180 $1.3B
Morgan Stanley 0.07% Reduce -9.9% 9,591,393 $1.1B
Clearbridge Investments, LLC 0.67% Add +2.6% 6,867,496 $771.6M
Barrow Hanley Mewhinney & Strauss LLC 2.46% Reduce -11.7% 6,681,876 $750.8M
Franklin Resources Inc. 0.18% Reduce -4.8% 6,588,009 $740.2M
Invesco Ltd. 0.07% Add +9.5% 6,359,322 $714.5M
Boston Partners 0.72% Reduce -8.0% 6,122,901 $688.6M
Newport Trust Company, LLC 1.44% Reduce -1.9% 5,208,183 $585.2M
Capital Research Global Investors 0.09% Reduce -8.2% 5,040,792 $566.4M
Capital International Investors 0.12% Reduce -5.5% 4,691,249 $526.9M
Goldman Sachs Group Inc. 0.07% Add +51.8% 4,665,268 $524.2M
Raymond James Financial Inc. 0.15% Add +8.3% 4,185,972 $470.3M
Northern Trust Corp. 0.06% Add +0.3% 4,070,202 $457.3M
Legal & General Group Plc 0.10% Add +0.2% 3,910,819 $439.4M
UBS Group AG 0.08% Add +29.9% 3,805,892 $427.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +10.3% 3,779,746 $424.7M
Alkeon Capital Management LLC 1.69% Add +21.6% 3,326,012 $373.7M
TD Asset Management Inc 0.30% Reduce -1.4% 3,320,316 $373.1M
Nuveen, LLC 0.10% Add +43.1% 3,296,925 $370.4M
Cohen & Steers, Inc. 0.59% Add +5.5% 3,038,377 $341.4M
Charles Schwab Investment Management Inc. 0.05% Add +3.5% 3,002,233 $337.3M
Lord, Abbett & Co. LLC 1.14% Reduce -2.8% 2,945,987 $331.0M
Vanguard Fiduciary Trust Co. 0.07% — 2,546,285 $286.1M
Bank of New York Mellon Corp 0.05% Reduce -0.8% 2,451,739 $275.5M
Pictet Asset Management Holding SA 0.29% Reduce -1.5% 2,434,042 $273.5M
1832 Asset Management L.P. 0.35% Add +70.0% 2,381,087 $267.5M
Truist Financial Corp. 0.36% Reduce -2.6% 2,376,207 $267.0M
Deutsche Bank AG 0.09% Add +53.5% 2,307,061 $259.2M
Reaves W H & Co. Inc. 4.18% Reduce -8.3% 2,242,772 $252.0M
Citadel Advisors 0.18% Add +26.4% 2,230,579 $250.6M
Envestnet Asset Management Inc. 0.06% Add +10.2% 1,970,630 $221.4M
Jennison Associates LLC 0.15% Reduce -25.0% 1,965,259 $220.8M
Royal Bank of Canada 0.04% Reduce -11.9% 1,952,497 $219.4M
Dimensional Fund Advisors LP 0.04% Add +1.0% 1,841,587 $206.9M
Thrivent Financial for Lutherans 0.40% Reduce -14.2% 1,810,352 $203.4M
Point72 Asset Management 0.36% Add +16.8% 1,757,392 $197.5M
Soroban Capital Partners LP 1.39% Reduce -46.5% 1,723,304 $193.6M
Millennium Management 0.14% Add +141.1% 1,644,953 $184.8M
Duff & Phelps Investment Management Co. 1.79% Reduce -3.0% 1,532,230 $172.2M
Ferguson Wellman Capital Management, Inc. 2.17% Reduce -13.7% 1,411,147 $158.6M
Mizuho Markets Americas LLC 4.35% New 1,394,400 $156.7M
Wells Fargo & Company 0.03% Add +9.5% 1,338,513 $150.4M
Swiss National Bank 0.08% Add +7.1% 1,310,700 $147.3M
Energy Income Partners, LLC 2.36% Reduce -0.1% 1,305,538 $146.7M
Russell Investments Group, Ltd. 0.15% Add +5.9% 1,278,851 $143.7M
Electron Capital Partners, LLC 6.68% Reduce -12.1% 1,265,320 $142.2M
CBRE Investment Management Listed Real Assets LLC 2.06% Reduce -30.4% 1,231,965 $138.4M
Confluence Investment Management LLC 2.14% Reduce -4.5% 1,229,287 $138.1M
ANTIPODES PARTNERS Ltd 2.52% Add +2.7% 1,162,738 $130.6M
Merewether Investment Management, LP 2.38% Reduce -39.1% 1,094,542 $123.0M
California Public Employees Retirement System 0.07% Reduce -8.6% 1,059,143 $119.0M
HSBC Holdings PLC 0.07% Reduce -11.3% 1,030,291 $115.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +8.7% 1,009,449 $113.4M
Adage Capital Partners Gp, L.L.C. 0.17% Add +67.1% 1,008,204 $113.3M
Vanguard Global Advisers, LLC 0.06% — 987,611 $111.0M
First Trust Advisors LP 0.08% Reduce -4.8% 967,734 $108.7M
CI Investments Inc. 0.52% Reduce -19.9% 950,636 $106.8M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -5.3% 934,599 $105.0M
Zimmer Partners, LP 2.66% Reduce -44.1% 928,573 $104.3M
Massachusetts Financial Services Co. 0.03% Reduce -0.1% 897,651 $100.9M
UniSuper Management Pty Ltd 0.65% Add +16.4% 888,633 $99.8M
BNP Paribas Financial Markets 0.07% Add +23.4% 884,212 $99.4M
TCW Group Inc. 0.74% Add +7.1% 877,145 $98.6M
Nomura Asset Management International Inc. 0.17% Add +24.7% 867,177 $97.4M
Epoch Investment Partners, Inc. 0.58% Reduce -3.9% 858,181 $96.4M
Sei Investments Co. 0.09% Add +7.6% 857,978 $96.4M
Treasurer of the State of North Carolina 0.30% Add +8.7% 854,923 $96.1M
Nordea Investment Management AB 0.09% Add +7.6% 860,940 $95.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% — 843,286 $94.8M
Amundi 0.02% Reduce -31.1% 795,367 $89.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.45% Reduce -5.4% 793,663 $89.2M
Rhumbline Advisers 0.08% Reduce -3.1% 784,859 $88.2M
HITE Hedge Asset Management LLC 4.85% Reduce -28.2% 763,078 $85.7M
T. Rowe Price Associates Inc. 0.01% Reduce -4.7% 754,826 $84.8M
Barclays PLC 0.03% Add +4.1% 727,397 $81.7M
LPL Financial LLC 0.02% Add +3.4% 707,812 $79.5M
Vaughan David Investments LLC 1.67% Reduce -1.2% 704,598 $79.2M
Groupama Asset Managment 1.15% Add +5.1% 695,812 $78.2M
Manufacturers Life Insurance Company, The 0.07% Reduce -7.8% 694,119 $78.0M
Aventail Capital Group, LP 3.76% Reduce -16.5% 692,533 $77.8M
Panagora Asset Management Inc. 0.29% Reduce -0.7% 687,226 $77.2M
Eventide Asset Management, LLC 1.27% Add +1.4% 682,847 $76.5M
ExodusPoint Capital Management, LP 0.76% Add +47.0% 677,611 $76.1M
Employees Retirement System of Texas 0.79% Reduce -5.1% 671,175 $75.4M
Aviva PLC 0.12% Add +75.5% 653,662 $73.4M
Principal Financial Group Inc. 0.04% Reduce -1.3% 632,837 $71.1M
Miller Howard Investments Inc. 1.90% Add +0.1% 619,237 $69.6M
Janus Henderson Group PLC 0.03% Add +16.6% 614,906 $69.1M
Kayne Anderson Capital Advisors LP 1.30% Reduce -1.6% 602,401 $67.7M
Retirement Systems of Alabama 0.22% Add +0.2% 593,743 $66.7M
Bank of Montreal 0.03% Reduce -13.4% 575,137 $64.6M
Canada Pension Plan Investment Board 0.04% Add +17.7% 570,161 $64.1M
GW&K Investment Management, LLC 0.56% Reduce -1.6% 568,684 $63.9M
Fort Washington Investment Advisors Inc. 0.35% Add +4.3% 567,862 $63.8M
Renaissance Technologies 0.10% Reduce -26.4% 561,700 $63.1M
Westwood Holdings Group Inc. 0.45% Reduce -2.9% 552,366 $62.1M
National Pension Service 0.05% Reduce -26.3% 548,768 $61.7M
Korea Investment CORP 0.13% Add +3.5% 545,412 $61.3M
Hudson Bay Capital Management LP 0.40% Add +25.4% 528,566 $59.4M
Danske Bank A/S 0.14% Add +3.2% 521,937 $58.6M
California State Teachers Retirement System 0.06% Reduce -3.6% 515,413 $57.9M
Citigroup Inc. 0.04% Add +19.2% 510,758 $57.4M
NewEdge Advisors, LLC 0.20% Add +382.6% 485,852 $54.6M
Magellan Asset Management Ltd 0.68% Add +26.2% 468,285 $52.6M
Alliancebernstein L.P. 0.02% Reduce -10.1% 532,065 $49.2M
Vanguard Investments Australia, Ltd. 0.14% — 433,736 $48.7M
Tortoise Capital Advisors, L.L.C. 0.50% Add +9.2% 428,752 $48.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Add +9.2% 428,296 $48.1M
Natixis Advisors, LLC 0.07% Add +9.9% 423,305 $47.6M
TD Waterhouse Canada Inc. 0.14% Add +1667.1% 406,584 $46.1M
AMF Tjanstepension AB 0.30% Add +2.7% 402,074 $45.2M
DNB Asset Management AS 0.16% Add +27.5% 397,676 $44.7M
New York State Teachers Retirement System 0.09% Reduce -10.0% 386,737 $43.5M
Cullen/Frost Bankers, Inc. 0.49% Add +1.8% 381,224 $42.8M
Rockefeller Capital Management L.P. 0.07% Add +0.5% 375,938 $42.2M
Brandes Investment Partners, LP 0.29% Reduce -6.0% 370,712 $41.7M
State Board of Administration of Florida Retirement System 0.08% Reduce -1.9% 370,459 $41.6M
Perpetual Ltd 0.61% Reduce -32.3% 352,286 $39.6M
STRS Ohio 0.16% Add +2.4% 348,080 $39.1M
Lazard Asset Management LLC 0.06% Reduce -24.6% 322,937 $36.3M
Macquarie Group Ltd. 0.21% Reduce -2.4% 316,769 $35.6M
Aberdeen Group plc 0.06% Add +3.8% 315,482 $35.4M
Braun Stacey Associates Inc. 1.17% Reduce -0.9% 313,845 $35.3M
Victory Capital Management Inc. 0.02% Add +29.5% 307,343 $34.5M
AQR Capital Management 0.02% Reduce -1.1% 310,862 $34.3M
Cardinal Capital Management, Inc. 0.91% Add +101.8% 299,000 $33.6M
Squarepoint Ops LLC 0.07% Reduce -61.0% 291,720 $32.8M
Prudential Financial Inc. 0.04% Add +8.9% 288,357 $32.4M
Godsey & Gibb, Inc. 2.73% Reduce -9.4% 278,519 $31.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +0.1% 277,441 $31.2M
American Century Companies Inc. 0.02% Add +1.2% 269,807 $30.3M
Midwest Trust Co 0.36% Add +0.3% 258,650 $29.1M
Federated Hermes, Inc. 0.05% Reduce -0.2% 255,975 $28.8M
Stifel Financial Corp. 0.03% Add +5.8% 255,940 $28.8M
Verbena Value LP 4.67% Add +2.0% 254,000 $28.5M
Cetera Investment Advisers 0.03% Reduce -8.3% 248,690 $27.9M
Verition Fund Management LLC 0.28% Reduce -25.1% 246,280 $27.7M
CANADA LIFE ASSURANCE Co 0.05% Reduce -3.7% 245,009 $27.6M
State of Wisconsin Investment Board 0.06% Reduce -2.0% 239,155 $26.9M
Tidal Investments LLC 0.08% Add +565.8% 237,092 $26.6M
Jones Financial Companies LLLP 0.01% Add +1043.4% 238,930 $26.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +52.8% 232,025 $25.5M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.6% 223,041 $25.1M
SG Americas Securities, LLC 0.03% Add +91.4% 222,006 $24.9M
Banco Santander, S.A. 0.20% Reduce -13.9% 220,834 $24.8M
Allspring Global Investments Holdings, LLC 0.04% Reduce -6.3% 215,756 $24.5M
APG Asset Management N.V. 0.08% Reduce -9.0% 250,805 $24.5M
Natixis 0.10% Add +3624.0% 217,108 $24.4M
Tredje AP-fonden 0.13% Add +318.8% 211,302 $23.7M
Ceredex Value Advisors LLC 0.73% Reduce -13.3% 206,750 $23.2M
GW Henssler & Associates Ltd. 1.09% Reduce -1.7% 205,026 $23.0M
Viking Fund Management LLC 2.36% Reduce -2.4% 205,000 $23.0M
Union Bancaire Privee, UBP SA 0.32% Reduce -7.5% 205,109 $22.8M
Adams Diversified Equity Fund, Inc. 0.79% Reduce -3.1% 200,100 $22.5M
Quantinno Capital Management LP 0.04% Add +12.4% 199,760 $22.4M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -0.8% 197,789 $22.2M
State of Tennessee, Department of Treasury 0.07% Reduce -12.1% 196,701 $22.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +9.8% 195,618 $22.0M
Steward Partners Investment Advisory, LLC 0.11% Add +27.6% 194,266 $21.8M
Van Lanschot Kempen Investment Management N.V. 0.19% Add +68.5% 192,233 $21.6M
AE Wealth Management LLC 0.12% Add +0.1% 190,622 $21.4M
Yaupon Capital Management LP 1.05% Reduce -29.8% 189,560 $21.3M
Asset Management One Co., Ltd. 0.06% Reduce -3.7% 189,089 $21.2M
Assetmark, Inc. 0.04% Add +6.0% 188,714 $21.2M
Two Sigma Investments, LP 0.02% Add +232.4% 188,651 $21.2M
Anchor Capital Advisors LLC 0.60% Reduce -0.2% 187,018 $21.0M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -13.2% 187,001 $21.0M
Martingale Asset Management L P 0.53% Reduce -3.8% 186,830 $21.0M
New York State Common Retirement Fund 0.03% No change 185,557 $20.8M
Tema ETFs LLC 1.39% Add +49.9% 184,435 $20.7M
Baird Financial Group, Inc. 0.03% Add +28.5% 182,464 $20.5M
Janney Montgomery Scott LLC 0.05% Reduce -2.6% 182,005 $20.4M
Illinois Municipal Retirement Fund 0.26% Add +18.3% 180,358 $20.3M
Investment Management Corp of Ontario 0.26% Add +494.6% 179,435 $20.2M
Guggenheim Capital LLC 0.16% Reduce -3.6% 178,772 $20.1M
MML Investors Services, LLC 0.06% Reduce -12.5% 178,192 $20.0M
Van Eck Associates Corp. 0.02% Add +0.7% 177,995 $20.0M
Alyeska Investment Group, L.P. 0.06% Reduce -6.9% 177,648 $20.0M
SummitTX Capital, L.P. 0.63% Reduce -4.8% 176,565 $19.8M
Advisors Management Group Inc. 3.58% Add +0.7% 174,913 $19.7M
Resolution Capital Ltd 0.41% Add +2.8% 174,081 $19.6M
Ensign Peak Advisors, Inc 0.04% Add +6.5% 169,295 $19.0M
Nomura Asset Management Co. Ltd. 0.05% Add +4.2% 160,295 $18.0M
Knights of Columbus Asset Advisors LLC 1.01% Add +2.9% 158,641 $17.8M
Calamos Advisors LLC 0.09% Add +1.4% 155,803 $17.5M
PNC Financial Services Group, Inc. 0.01% Add +3.1% 155,681 $17.5M
State of New Jersey Common Pension Fund D 0.07% No change 153,463 $17.2M
National Bank of Canada 0.02% Reduce -35.2% 153,216 $17.2M
Wealthfront Advisers LLC 0.04% Add +0.9% 151,495 $17.0M
Public Employees Retirement System of Ohio 0.05% Reduce -2.5% 149,966 $16.9M
Ofi Invest Asset Management 0.22% New 171,000 $16.7M
Capital International, Inc. 0.13% Add +38.0% 147,714 $16.6M
Creative Planning 0.01% Add +11.6% 147,621 $16.6M
Focus Partners Wealth 0.02% Add +40.1% 146,568 $16.5M
Toronto Dominion Bank 0.03% Reduce -20.0% 146,026 $16.4M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Add +3.5% 144,893 $16.3M
FWL Investment Management, LLC 3.50% Add +37.4% 142,000 $16.0M
Captrust Financial Advisors 0.03% Add +100.7% 139,129 $15.6M
Resona Asset Management Co.,Ltd. 0.08% Add +1.9% 135,393 $15.2M
iA Global Asset Management Inc. 0.21% Add +75.0% 130,180 $14.6M
Public Sector Pension Investment Board 0.04% Add +13.1% 128,660 $14.5M
O'shaughnessy Asset Management, LLC 0.07% Reduce -1.9% 123,452 $13.9M
Meyer Handelman Co. 0.43% Reduce -0.2% 123,438 $13.9M
Czech National Bank 0.09% Add +4.6% 123,193 $13.8M
Nissay Asset Management Corp. /Japan 0.07% Add +113.9% 123,059 $13.8M
Arizona State Retirement System 0.08% Reduce -0.8% 121,362 $13.6M
Leeward Investments, LLC - MA 0.66% Reduce -3.3% 118,779 $13.3M
Edgemoor Investment Advisors, Inc. 1.05% Add +0.4% 118,544 $13.3M
State of Michigan Retirement System 0.07% Add +1.1% 118,204 $13.3M
Gotham Asset Management 0.04% Add +70.8% 117,543 $13.2M
Corient Private Wealth LP 0.02% Add +15.2% 121,371 $13.2M
Fifth Third Bancorp 0.02% Add +728.7% 117,107 $13.2M
Mackenzie Financial Corp. 0.02% Add +3.8% 115,934 $13.0M
LMCG Investments, LLC 0.77% Reduce -17.1% 115,043 $12.9M
MUFG Securities EMEA plc 0.19% Add +525.2% 114,544 $12.9M
Greenland Capital Management LP 2.94% Reduce -6.5% 114,278 $12.8M
HighTower Advisors, LLC 0.01% Add +15.9% 114,078 $12.8M
IFM Investors Pty Ltd 0.11% Add +1.6% 113,819 $12.8M
Sanctuary Advisors, LLC 0.07% Add +6.3% 113,162 $12.7M
Princeton Global Asset Management LLC 2.07% Add +1.4% 112,831 $12.7M
CIBC Asset Management Inc 0.03% Add +4.3% 111,100 $12.5M
Mutual of America Capital Management LLC 0.14% Reduce -0.0% 110,146 $12.4M
MetLife Investment Management, LLC 0.06% Reduce -1.4% 105,595 $11.9M
Neuberger Berman Group LLC 0.01% Add +10.9% 102,933 $11.6M
LMR Partners LLP 0.13% Reduce -32.2% 100,225 $11.3M
CIBC Bancorp USA Inc. 0.02% — 99,703 $11.2M
Soltis Investment Advisors LLC 0.71% Add +2.6% 97,558 $11.0M
Turtle Creek Wealth Advisors, LLC 0.83% Add +11.8% 97,530 $11.0M
Stanley-Laman Group, Ltd. 1.34% Add +2.8% 97,060 $10.9M
Voya Investment Management LLC 0.01% Reduce -43.3% 96,811 $10.9M
Susquehanna Portfolio Strategies, LLC 0.16% No change 93,572 $10.5M
Oliver Luxxe Assets LLC 1.54% Add +0.7% 91,674 $10.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -21.0% 88,565 $10.2M
Woodline Partners LP 0.04% Add +16.0% 88,374 $9.9M
OpenArc Corporate Advisory, LLC 0.14% Add +53.8% 87,724 $9.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +20.3% 87,507 $9.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.5% 86,683 $9.7M
Chicago Partners Investment Group LLC 0.22% Reduce -0.1% 88,042 $9.7M
Amalgamated Bank 0.07% Add +3.4% 85,781 $9.6M
Xponance LLC 0.07% Add +20.2% 84,862 $9.5M
Vanguard Personalized Indexing Management, LLC 0.09% Add +12.7% 81,381 $9.1M
Mediolanum International Funds Ltd 0.10% Add +1.4% 82,242 $9.1M
Waratah Capital Advisors Ltd. 0.81% New 80,708 $9.1M
Mercer Global Advisors Inc. 0.01% Reduce -12.0% 80,205 $9.0M
Osaic Holdings, Inc. 0.01% Reduce -0.4% 77,994 $8.8M
Soros Fund Management 0.16% Reduce -50.5% 77,178 $8.7M
Equitable Trust Co. 0.40% Reduce -0.1% 76,681 $8.6M
Daiwa Securities Group Inc. 0.02% Add +5.9% 76,616 $8.6M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Reduce -16.1% 75,780 $8.5M
QRG Capital Management, Inc. 0.09% Add +8.6% 75,353 $8.5M
MassMutual Private Wealth & Trust, FSB 0.23% Reduce -21.0% 74,580 $8.4M
Atria Investments, Inc 0.09% Add +1.9% 74,427 $8.4M
Daiichi Life Insurance Co., Ltd. 0.24% Reduce -7.6% 74,236 $8.3M
Arrow Capital Pty Ltd 8.33% No change 75,000 $8.3M
Schroder Investment Management Group 0.01% Add +0.4% 74,794 $8.3M
Calydon Capital 1.34% Reduce -1.7% 73,211 $8.2M
Morgan Dempsey Capital Management LLC 3.75% Reduce -2.5% 73,181 $8.2M
Utah Retirement Systems 0.08% Reduce -1.5% 72,595 $8.2M
Ausbil Investment Management Ltd 3.98% No change 70,388 $8.0M
ProShare Advisors LLC 0.01% Reduce -18.1% 70,563 $7.9M
Vestcor Inc 0.22% Reduce -10.5% 70,412 $7.9M
Emerald Investment Advisers, LLC 0.71% — 70,323 $7.9M
Walleye Capital LLC 0.05% Reduce -22.2% 70,205 $7.9M
United Asset Strategies, Inc. 0.63% Reduce -51.0% 69,959 $7.9M
First American Trust, FSB 0.52% Add +49.1% 69,217 $7.8M
Goelzer Investment Management, Inc. 0.38% Reduce -34.0% 69,176 $7.8M
Swiss Life Asset Management Ltd 0.04% Add +48.2% 57,209 $7.8M
Rench Wealth Management, Inc. 2.34% Reduce -3.2% 69,092 $7.8M
Agf Management Ltd. 0.03% Add +6.0% 68,990 $7.8M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.3% 68,903 $7.7M
USS Investment Management Ltd 0.03% No change 67,974 $7.6M
Liberty One Investment Management, LLC 0.79% Add +7.6% 67,942 $7.6M
Avalon Trust Co 0.52% Add +0.9% 67,135 $7.5M
Commonwealth Equity Services, LLC 0.01% Reduce -4.5% 66,924 $7.5M
Benjamin Edwards Inc. 0.07% Add +1.1% 66,872 $7.5M
Federation des caisses Desjardins du Quebec 0.03% Add +79.4% 66,861 $7.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +17.3% 66,850 $7.5M
Susquehanna International Group, LLP 0.01% Reduce -34.5% 66,496 $7.5M
Bouvel Investment Partners, LLC 2.17% New 66,492 $7.5M
Wealth Advisors of Tampa Bay, LLC 2.46% Reduce -3.7% 66,112 $7.4M
Rakuten Investment Management, Inc. 0.02% Add +13.8% 66,845 $7.4M
World Investment Advisors 0.12% Add +8.8% 65,906 $7.4M
Howard Capital Management, LLC 0.12% Reduce -2.0% 65,871 $7.4M
Blair William & Co. 0.02% Add +1.3% 65,687 $7.4M
Man Group plc 0.02% Reduce -64.0% 65,043 $7.3M
&partners 0.04% Add +9.0% 64,896 $7.3M
ProVise Management Group, LLC 0.51% Reduce -6.3% 63,572 $7.1M
NEOS Investment Management LLC 0.04% Reduce -64.0% 63,427 $7.1M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.35% No change 63,000 $7.1M
New York Life Investment Management LLC 0.06% Add +2.6% 62,947 $7.1M
Inspire Investing, LLC 0.41% Add +33.9% 62,221 $7.0M
Cerity Partners LLC 0.01% Reduce -1.2% 61,942 $7.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -22.2% 61,557 $6.9M
Morton Community Bank 1.50% Reduce -1.2% 61,467 $6.9M
TKG Advisors, LLC 2.84% Reduce -1.0% 61,163 $6.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.2% 60,004 $6.7M
Mgo One Seven LLC 0.14% Add +11.1% 59,871 $6.7M
Advisors Asset Management, Inc. 0.11% Reduce -10.8% 57,901 $6.5M
Bank of Nova Scotia 0.01% Reduce -47.3% 57,101 $6.4M
Yousif Capital Management, LLC 0.08% Add +11.8% 57,036 $6.4M
TD Private Client Wealth LLC 0.13% Reduce -5.7% 55,282 $6.2M
Capital Group Private Client Services, Inc. 0.10% Reduce -14.5% 55,055 $6.2M
TIAA Wealth Investment Management LLC 0.05% — 54,942 $6.2M
Quadcap Wealth Management, LLC 0.69% Add +1.0% 53,877 $6.1M
Pathstone Holdings, LLC 0.02% Reduce -2.6% 53,837 $6.0M
BTC Capital Management, Inc. 0.41% Add +7.5% 53,278 $6.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.04% Reduce -0.8% 53,156 $6.0M
Lombard Odier Asset Management (Switzerland) SA 0.22% Reduce -4.4% 52,332 $5.9M
US Bancorp \de 0.01% Reduce -11.3% 52,219 $5.9M
Pinnacle Financial Partners, Inc. 0.04% Add +7.7% 51,958 $5.8M
Oregon Public Employees Retirement Fund 0.08% Add +1.3% 51,792 $5.8M
Palumbo Wealth Management LLC 1.40% Add +3.4% 50,990 $5.7M
KBC Group NV 0.01% No change 49,277 $5.5M
Lanark Financial, Inc. 0.41% Reduce -0.4% 48,909 $5.5M
Metis Global Partners, LLC 0.13% Add +0.8% 48,237 $5.4M
Eurizon Capital SGR S.p.A. 0.02% Reduce -5.5% 48,216 $5.4M
Martin Capital Partners, LLC 2.00% Reduce -0.2% 47,794 $5.4M
J.W. Cole Advisors, Inc. 0.18% Add +40.0% 46,998 $5.3M
Oddo BHF Asset Management Sas 0.21% Add +38.0% 46,389 $5.2M
State of Alaska, Department of Revenue 0.06% Add +3.7% 45,892 $5.2M
Vennlight Capital Management, LP 5.11% Add +43.6% 45,000 $5.1M
Horrell Capital Management, Inc. 2.29% Reduce -8.2% 44,734 $5.0M
CWA Asset Management Group, LLC 0.17% Add +22.1% 44,559 $5.0M
OP Asset Management Ltd 0.05% Reduce -9.2% 44,219 $5.0M
Sand Hill Global Advisors, LLC 0.17% Add +0.4% 44,192 $5.0M
Atom Investors LP 0.35% Reduce -11.5% 44,085 $5.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% Add +1.2% 43,752 $4.9M
Elevation Point Wealth Partners, LLC 0.12% Add +515.2% 43,744 $4.9M
Allstate Corp. 0.05% Add +25.7% 43,523 $4.9M
Delta Financial Advisors LLC 1.26% Reduce -0.7% 43,143 $4.8M
Edgestream Partners, L.P. 0.16% New 42,901 $4.8M
Peregrine Asset Advisers, Inc. 1.29% New 42,667 $4.8M
Public Employees Retirement Association of Colorado 0.02% No change 41,560 $4.7M
DekaBank Deutsche Girozentrale 0.01% No change 41,397 $4.7M
Commerce Bank 0.02% Add +3.5% 41,114 $4.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% New 40,850 $4.6M
Simmons Bank 0.30% Reduce -0.8% 40,518 $4.6M
Stephens Inc. 0.06% Add +24.9% 40,166 $4.5M
Mariner Investment Group LLC 2.31% Reduce -11.1% 40,000 $4.5M
Empowered Funds, LLC 0.03% Add +39.2% 39,820 $4.5M
Livforsakringsbolaget Skandia, Omsesidigt 0.17% Add +236.2% 12,256 $4.5M
First American Bank 0.28% Add +2.0% 39,608 $4.5M
Intech Investment Management LLC 0.04% Add +117.2% 38,974 $4.4M
Advisory Services Network, LLC 0.06% Add +38.9% 38,618 $4.3M
Assenagon Asset Management S.A. 0.01% Reduce -85.4% 38,319 $4.3M
Nisa Investment Advisors, LLC 0.02% Reduce -1.5% 37,349 $4.2M
Premier Fund Managers Ltd 0.29% Reduce -10.3% 37,500 $4.2M
Credit Agricole S A 0.01% Reduce -78.0% 36,868 $4.1M
Indivisible Partners 0.36% New 36,612 $4.1M
Rafferty Asset Management, LLC 0.02% Reduce -25.6% 36,604 $4.1M
Harrison Street Private Wealth LLC 5.34% — 35,870 $4.0M
Spirit of America Management Corp. 0.79% Add +2.5% 35,550 $4.0M
Bensler, LLC 0.41% Reduce -2.3% 35,493 $4.0M
Vident Advisory, LLC 0.03% Add +25.2% 35,475 $4.0M
TMB Capital Partners, LLC 1.33% Reduce -0.3% 35,143 $3.9M
XTX Topco Ltd 0.07% Reduce -57.2% 34,894 $3.9M
Gulf International Bank (UK) Ltd 0.09% Add +43.8% 34,661 $3.9M
Jane Street Group, LLC 0.00% Add +20.3% 34,623 $3.9M
Continuum Advisory, LLC 0.37% Add +27.0% 34,449 $3.9M
Comprehensive Financial Consultants Institutional, Inc. 1.15% Add +4.8% 34,307 $3.9M
M&T Bank Corp 0.01% Add +2.0% 34,099 $3.8M
IFP Advisors, Inc 0.08% Add +0.1% 33,996 $3.8M
Prime Capital Investment Advisors, LLC 0.04% Add +1.1% 33,981 $3.8M
Private Advisor Group, LLC 0.02% Reduce -2.9% 33,757 $3.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.13% Add +12.7% 33,606 $3.8M
Teachers Retirement System of the State of Kentucky 0.03% No change 33,599 $3.8M
Kestra Advisory Services, LLC 0.01% Add +54.6% 33,443 $3.8M
Independent Advisor Alliance 0.04% Add +1.5% 33,400 $3.8M
Vestmark Advisory Solutions, Inc. 0.04% Add +1326.9% 32,833 $3.7M
Regal Investment Advisors LLC 0.21% Add +18.0% 32,453 $3.6M
Glenmede Trust Co. NA 0.02% Reduce -5.5% 32,237 $3.6M
Pacer Advisors, Inc. 0.01% Reduce -8.7% 32,102 $3.6M
Park Avenue Securities LLC 0.03% Reduce -4.5% 31,093 $3.5M
Ranch Capital Advisors Inc. 1.28% Add +0.3% 31,046 $3.5M
AG2R La Mondiale Gestion D'actifs 0.16% Add +36.0% 31,034 $3.5M
Scissortail Wealth Management, LLC 0.70% Add +26.9% 31,021 $3.5M
Cwm, LLC 0.01% Add +18.1% 30,740 $3.5M
SVB Wealth LLC 0.22% Reduce -27.8% 29,636 $3.3M
StoneX Group Inc. 0.18% Reduce -39.0% 29,347 $3.3M
Peapack Gladstone Financial Corp. 0.04% Add +1.9% 29,330 $3.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 29,281 $3.3M
Aurora Investment Counsel 1.81% Reduce -12.4% 29,079 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +50.8% 29,047 $3.3M
G&S Capital LLC 1.14% Reduce -4.4% 28,946 $3.3M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +61.0% 28,421 $3.2M
Callan Family Office, LLC 0.07% Reduce -1.2% 28,122 $3.2M
Mirabella Financial Services LLP 0.32% New 27,888 $3.1M
Mizuho Securities USA LLC 0.07% Reduce -15.9% 27,346 $3.1M
Balefire, LLC 0.57% Add +11.9% 27,162 $3.1M
Caliber Wealth Management, LLC / KS 0.33% Add +3.9% 27,034 $3.0M
Romano Brothers and Company 0.34% No change 26,904 $3.0M
LOM Asset Management Ltd 0.85% Add +0.8% 26,326 $3.0M
Kestra Private Wealth Services, LLC 0.04% Reduce -3.1% 26,254 $2.9M
HB Wealth Management, LLC 0.02% Add +8.4% 26,124 $2.9M
Hartford Investment Management Co. 0.09% Reduce -0.1% 25,881 $2.9M
Fiduciary Trust Co 0.03% Add +0.1% 25,546 $2.9M
Harrell Investment Partners, LLC 0.68% Reduce -8.7% 25,511 $2.9M
Gabelli Funds LLC 0.02% Reduce -3.8% 25,400 $2.9M
Blackstone Inc. 0.01% Reduce -29.8% 24,528 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -14.7% 24,358 $2.7M
Fox Hill Wealth Management 1.29% Reduce -3.9% 23,959 $2.7M
United Capital Financial Advisors, LLC 0.02% Reduce -0.4% 23,869 $2.7M
Sowell Financial Services LLC 0.10% Add +2.7% 23,854 $2.7M
Sequoia Financial Advisors, LLC 0.01% Add +64.3% 23,636 $2.7M
Louisiana State Employees Retirement System 0.05% Add +1.3% 23,100 $2.6M
Banque Pictet & Cie SA 0.03% Add +6.0% 23,054 $2.6M
Boothbay Fund Management, LLC 0.06% Reduce -28.2% 22,627 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.14% Add +37.5% 22,466 $2.5M
Horizon Investments, LLC 0.03% Add +22.6% 22,529 $2.5M
Lantz Financial LLC 0.52% Reduce -3.1% 22,311 $2.5M
Maryland State Retirement & Pension System 0.05% No change 22,264 $2.5M
Ethic Inc. 0.04% Add +4.0% 22,120 $2.5M
Bleakley Financial Group, LLC 0.04% Add +3.8% 21,907 $2.5M
Greenwood Gearhart LLC 0.13% Reduce -9.3% 21,801 $2.4M
Marks Group Wealth Management, Inc 0.24% Reduce -32.4% 21,785 $2.4M
First Bank & Trust 0.39% Reduce -4.4% 21,686 $2.4M
Global Financial Private Client, LLC 0.80% Add +3.5% 21,641 $2.4M
Money Concepts Capital Corp. 0.13% Add +0.1% 21,418 $2.4M
Richard Bernstein Advisors LLC 0.07% No change 21,340 $2.4M
Ascent Group, LLC 0.08% Reduce -22.5% 21,329 $2.4M
Hennion & Walsh Asset Management, Inc. 0.08% Add +36.9% 21,118 $2.4M
Lido Advisors, LLC 0.01% Add +22.7% 21,078 $2.4M
Neo Ivy Capital Management 0.62% New 20,956 $2.4M
Tulsa Wealth Advisors, INC 0.41% Reduce -19.8% 20,927 $2.4M
New Mexico Educational Retirement Board 0.07% No change 20,898 $2.3M
Pinebridge Investments LLC 0.02% Add +8.0% 20,894 $2.3M
VestGen Advisors, LLC 0.07% New 20,556 $2.3M
Trust Co. of Toledo NA 0.22% Add +1.5% 20,579 $2.3M
Axecap Investments, LLC 1.59% New 20,539 $2.3M
Abn Amro Investment Solutions 0.03% Add +4.1% 20,490 $2.3M
Farther Finance Advisors, LLC 0.02% Reduce -9.2% 20,231 $2.3M
Intrust Bank NA 0.19% Add +9.2% 20,314 $2.3M
Norinchukin Bank, The 0.03% Add +1.1% 20,275 $2.3M
Cookson Peirce & Co. Inc. 0.10% Add +4.6% 20,236 $2.3M
Lee Financial Co 0.32% Reduce -0.5% 20,142 $2.3M
OMERS ADMINISTRATION Corp 0.01% Add +31.5% 20,029 $2.3M
Orion Porfolio Solutions, LLC 0.02% Reduce -9.9% 19,541 $2.2M
Arkadios Wealth Advisors 0.04% Add +2.3% 19,381 $2.2M
Sagefield Capital LP 0.16% New 19,315 $2.2M
Royal London Asset Management Ltd. 0.00% No change 19,314 $2.2M
AAFMAA Wealth Management & Trust LLC 0.84% Reduce -3.4% 19,274 $2.2M
F/m Investments LLC 0.14% Reduce -79.0% 19,241 $2.2M
Beacon Pointe Advisors, LLC 0.01% Add +53.0% 18,966 $2.1M
Cottage Street Advisors LLC 0.92% Reduce -9.6% 18,871 $2.1M
GAMMA Investing LLC 0.10% Add +6.0% 18,833 $2.1M
Principal Securities, Inc. 0.03% Add +1.2% 18,534 $2.1M
Trivium Point Advisory, LLC 0.37% Reduce -71.8% 18,350 $2.1M
Roberts Glore & Co. Inc. 0.57% Reduce -0.2% 18,320 $2.1M
Magnolia Capital Advisors LLC 0.40% Add +2.3% 18,303 $2.1M
Summit Trail Advisors, LLC 0.03% Reduce -13.2% 18,209 $2.0M
Great Valley Advisor Group, Inc. 0.04% Reduce -4.0% 18,184 $2.0M
Huntington National Bank 0.02% Add +31.7% 18,179 $2.0M
Prudential PLC 0.01% Reduce -73.0% 17,575 $2.0M
Drucker Wealth 3.0, LLC 0.34% Reduce -7.2% 17,562 $2.0M
Inman Jager Wealth Management, LLC 1.15% Add +4.5% 17,503 $2.0M
Havemeyer Place LP 0.23% New 17,457 $2.0M
Sequent Asset Management, LLC 0.94% No change 17,444 $2.0M
Brown Brothers Harriman & Co. 0.01% Add +12.3% 17,136 $1.9M
Generali Asset Management SPA SGR 0.04% Add +11.9% 17,078 $1.9M
Aptus Capital Advisors, LLC 0.02% Reduce -6.7% 16,959 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +277.8% 16,741 $1.9M
Dynasty Wealth Management, LLC 0.02% Add +2.4% 16,576 $1.9M
Fisher Asset Management 0.00% Reduce -5.8% 16,537 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.07% No change 16,516 $1.9M
Saudi Central Bank 0.04% New 16,484 $1.9M
Quadrature Capital Ltd 0.02% New 16,421 $1.8M
Compound Planning, Inc. 0.06% Reduce -0.5% 16,395 $1.8M
Spartan Wealth Advisory Services LLC 0.16% — 16,154 $1.8M
Phoenix Wealth Advisors 0.72% Reduce -0.6% 16,143 $1.8M
Acropolis Investment Management, LLC 0.08% Reduce -11.9% 16,096 $1.8M
Integrated Wealth Concepts LLC 0.01% Add +183.1% 16,013 $1.8M
Sterling Capital Management LLC 0.03% Reduce -42.1% 15,884 $1.8M
Shepherd Financial Partners LLC 0.17% Add +0.2% 15,655 $1.8M
Profund Advisors LLC 0.06% Reduce -30.4% 15,433 $1.7M
FIL Ltd 0.00% New 15,363 $1.7M
Stratos Wealth Partners, LTD. 0.02% Add +1.0% 15,355 $1.7M
Systematic Financial Management LP 0.04% Reduce -3.2% 15,345 $1.7M
Tounjian Advisory Partners, LLC 0.62% Reduce -4.3% 15,244 $1.7M
Sagespring Wealth Partners, LLC 0.03% Add +9.6% 15,181 $1.7M
Allworth Financial LP 0.01% Add +26.6% 15,093 $1.7M
Guidance Capital, Inc. 0.38% Add +0.9% 14,415 $1.7M
CORDA Investment Management, LLC. 0.12% No change 14,972 $1.7M
Meeder Advisory Services, Inc. 0.07% Add +4.3% 14,970 $1.7M
Narwhal Capital Management 0.12% Add +6.0% 14,941 $1.7M
Alessandra Capital Management, LLC 1.42% Reduce -12.3% 14,873 $1.7M
WealthShield Partners, LLC 0.19% Add +29.9% 14,862 $1.7M
Quadrant Capital Group LLC 0.05% Add +3.8% 14,533 $1.6M
Ninepoint Partners LP 0.19% No change 14,516 $1.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 14,491 $1.6M
UNIVEST FINANCIAL Corp 0.09% Reduce -2.3% 14,480 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.4% 14,474 $1.6M
Twin City Private Wealth, LLC 1.23% Reduce -52.4% 14,442 $1.6M
Coldstream Capital Management Inc. 0.02% Add +7.8% 14,375 $1.6M
E. Ohman J:or Asset Management AB 0.04% Reduce -6.0% 14,287 $1.6M
Empirical Finance, LLC 0.08% Reduce -0.1% 14,229 $1.6M
Burney Co./ 0.05% Reduce -28.4% 14,218 $1.6M
Merit Financial Group, LLC 0.01% Add +3.6% 14,029 $1.6M
Dark Forest Capital Management LP 0.14% New 14,023 $1.6M
Forty-three Eighteen Advisors, LLC 1.15% Add +4.3% 13,538 $1.5M
HighVista Strategies LLC 0.42% Add +31.0% 13,528 $1.5M
ASR Vermogensbeheer N.V. 0.02% Add +17.5% 13,448 $1.5M
Ameritas Advisory Services, LLC 0.06% Reduce -8.8% 13,430 $1.5M
Capstone Investment Advisors, LLC 0.02% New 13,421 $1.5M
Prospera Financial Services Inc 0.02% Reduce -3.4% 13,400 $1.5M
Alps Advisors Inc. 0.01% Add +9.1% 13,302 $1.5M
Brighton Jones LLC 0.03% New 13,208 $1.5M
Marino, Stram & Associates LLC 0.27% Add +0.3% 13,139 $1.5M
Waverly Advisors, LLC 0.01% Add +8.3% 13,139 $1.5M
Elite Wealth Management, Inc. 0.48% Add +4.6% 13,058 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -47.6% 12,973 $1.5M
North Dakota State Investment Board 0.06% Reduce -15.5% 12,935 $1.5M
LMG Wealth Partners, LLC 0.26% No change 12,934 $1.5M
Wealthcare Advisory Partners LLC 0.03% Reduce -1.2% 12,882 $1.4M
Qtron Investments LLC 0.20% No change 12,814 $1.4M
Gallo Partners, LP 2.71% New 12,624 $1.4M
Harbour Investments, Inc. 0.02% Reduce -11.2% 12,610 $1.4M
Mufg Securities Americas Inc. 0.09% Add +4.0% 12,516 $1.4M
WCG Wealth Advisors LLC 0.04% Add +1.4% 12,439 $1.4M
Bessemer Group Inc. 0.00% Add +0.9% 12,423 $1.4M
Foster & Motley Inc. 0.07% Reduce -3.2% 12,367 $1.4M
Inspire Advisors, LLC 0.11% Reduce -2.0% 12,316 $1.4M
Securian Asset Management, Inc. 0.05% Add +1.1% 12,271 $1.4M
Paradigm Asset Management Co. LLC 0.32% No change 12,200 $1.4M
Ethos Financial Group, LLC 0.10% Reduce -0.4% 13,804 $1.4M
Baker Ellis Asset Management LLC 0.16% Reduce -2.5% 11,964 $1.3M
Jackson Square Capital, LLC 0.28% No change 11,919 $1.3M
Fig Financial Advisory Services Inc. 0.83% Reduce -9.4% 11,844 $1.3M
Retirement Guys Formula LLC 0.61% New 11,815 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 11,751 $1.3M
Concurrent Investment Advisors, LLC 0.01% Add +6.7% 11,662 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -12.7% 11,594 $1.3M
Voya Financial Advisors, Inc. 0.13% Reduce -23.0% 11,800 $1.3M
Kingswood Wealth Advisors, LLC 0.06% Add +1.4% 11,478 $1.3M
Brooklyn Investment Group 0.04% Add +60.7% 11,435 $1.3M
Wesbanco Bank Inc. 0.04% Reduce -2.6% 11,258 $1.3M
Revisor Wealth Management LLC 0.35% Add +0.3% 11,247 $1.3M
Keybank National Association 0.00% Add +51.2% 11,198 $1.3M
Mariner, LLC 0.00% Reduce -75.0% 11,105 $1.2M
Lighthouse Investment Partners, LLC 0.05% New 11,102 $1.2M
Cary Street Partners Financial LLC 0.03% Reduce -4.2% 11,101 $1.2M
Crossmark Global Holdings, Inc. 0.02% Add +2.8% 11,083 $1.2M
Fifth Third Wealth Advisors LLC 0.04% Add +4.0% 11,058 $1.2M
Canada Post Corp Registered Pension Plan 0.05% No change 11,004 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +15.5% 11,003 $1.2M
Peterson Wealth Services 0.30% Add +15.9% 10,960 $1.2M
Bank of Stockton 0.38% Add +7.6% 10,816 $1.2M
Alamea Verwaltungs GmbH 0.90% Add +0.7% 10,773 $1.2M
Citizens Business Bank 0.19% Reduce -0.1% 10,545 $1.2M
Brookstone Capital Management 0.01% Add +22.3% 10,517 $1.2M
Plimoth Trust Co. LLC 0.26% Reduce -0.8% 10,475 $1.2M
Odyssean, LLC 0.42% New 10,313 $1.2M
Altshuler Shaham Ltd 0.02% Add +13.7% 10,298 $1.2M
OneDigital Investment Advisors LLC 0.01% Reduce -2.8% 10,280 $1.2M
DAVENPORT & Co LLC 0.01% Add +79.0% 10,230 $1.1M
Signaturefd, LLC 0.02% Add +20.9% 10,176 $1.1M
Diversified Management Inc. 0.19% New 10,046 $1.1M
Caprock Group, LLC 0.03% New 10,021 $1.1M
Mendel Money Management 0.47% Add +4.8% 9,979 $1.1M
Equitable Holdings, Inc. 0.01% Add +27.8% 11,697 $1.1M
Choreo, LLC 0.01% Add +21.8% 9,730 $1.1M
Nomura Holdings Inc. 0.01% Add +39.1% 9,728 $1.1M
Voleon Capital Management LP 0.02% New 9,691 $1.1M
DRW Securities, LLC 0.06% New 9,627 $1.1M
Regions Financial Corp. 0.01% Add +2.5% 9,587 $1.1M
Viawealth, LLC 0.60% No change 9,567 $1.1M
NewEdge Wealth, LLC 0.01% Reduce -12.8% 9,501 $1.1M
Carnegie Investment Counsel 0.02% Reduce -16.4% 9,470 $1.1M
Private Wealth Partners, LLC 0.08% New 9,450 $1.1M
Vines Capital Management, LLC 1.05% Add +0.2% 9,424 $1.1M
Life Cycle Investment Partners Ltd 0.01% New 9,404 $1.1M
Gateway Investment Advisers LLC 0.01% Add +117.8% 9,301 $1.0M
Csenge Advisory Group 0.05% Reduce -11.5% 9,297 $1.0M
Greenleaf Trust 0.01% Add +2.3% 9,278 $1.0M
Vise Technologies, Inc. 0.02% No change 11,219 $1.0M
Level Four Advisory Services, LLC 0.03% Add +5.5% 9,216 $1.0M
Huber Capital Management LLC 0.16% Reduce -36.5% 9,185 $1.0M
Savant Capital, LLC 0.00% Add +7.5% 9,044 $1.0M
Bowen Hanes & Co. Inc. 0.02% Add +6.1% 8,995 $1.0M
S&co Inc. 0.06% No change 8,966 $1.0M
Valeo Financial Advisors, LLC 0.02% Reduce -37.4% 8,933 $1.0M
Spinnaker Trust 0.05% Reduce -27.6% 8,785 $987K
IHT Wealth Management, LLC 0.02% Add +225.1% 8,751 $983K
Praxis Investment Management Inc. 0.06% No change 8,670 $974K
Arista Wealth Management, LLC 0.12% No change 8,584 $964K
B. Metzler seel. Sohn & Co. AG 0.01% No change 8,568 $963K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -15.4% 8,524 $958K
EverSource Wealth Advisors, LLC 0.03% Add +10.4% 8,524 $958K
Finward Bancorp 0.76% No change 8,460 $951K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +27.8% 8,382 $942K
Strategic Wealth Partners, Ltd. 0.07% No change 8,349 $938K
Brian Low Financial Group, LLC 0.63% No change 8,305 $933K
Kentucky Retirement Systems 0.07% Reduce -47.5% 14,722 $931K
Crestwood Advisors Group, LLC 0.02% Add +9.1% 8,258 $928K
Parcion Private Wealth LLC 0.06% Add +0.1% 8,257 $928K
Capital Investment Advisors, LLC 0.01% Add +1.1% 8,227 $924K
Apollon Wealth Management, LLC 0.01% Reduce -1.0% 8,070 $907K
Los Angeles Capital Management LLC 0.00% Add +228.6% 8,048 $904K
DGS Capital Management, LLC 0.15% Reduce -21.5% 8,045 $904K
Flagship Harbor Advisors, LLC 0.04% No change 8,004 $899K
Banque Cantonale Vaudoise 0.03% Add +5355.5% 7,965 $895K
Engineers Gate Manager LP 0.01% Reduce -23.9% 7,926 $891K
Flputnam Investment Management Co. 0.01% Add +9.1% 7,915 $889K
Jump Financial, LLC 0.01% New 7,836 $880K
Ti-Trust, Inc. 0.52% No change 7,800 $876K
Johnson Financial Group, Inc. 0.03% Reduce -0.3% 7,763 $872K
Oppenheimer & Co. Inc. 0.01% Add +4.7% 7,738 $869K
Wedbush Securities Inc. 0.03% Add +7.7% 7,714 $867K
Keel Point, LLC 0.06% Reduce -5.5% 7,684 $863K
Hudock, Inc. 0.13% Add +0.1% 7,650 $860K
CWS Financial Advisors, LLC 0.22% Add +6.3% 7,617 $856K
Canandaigua National Corp. 0.08% — 7,579 $852K
Bank Ozk 0.30% No change 7,570 $851K
Parallel Advisors, LLC 0.02% Add +4.9% 7,549 $848K
Arax Advisory Partners 0.02% Reduce -44.2% 7,508 $844K
Jmac Enterprises LLC 0.16% No change 7,500 $843K
GTS Securities LLC 0.03% Add +86.8% 7,493 $842K
HUB Investment Partners, LLC 0.02% New 7,478 $840K
Retireful, LLC 1.18% Add +8.9% 7,462 $838K
Segment Wealth Management, LLC 0.05% Reduce -7.1% 7,389 $830K
Summit Financial, LLC 0.01% Add +193.3% 7,363 $827K
Signature Wealth Management Partners, LLC 0.41% No change 7,304 $821K
HM Payson & Co. 0.01% No change 7,290 $819K
Foundations Investment Advisors, LLC 0.01% Add +3.3% 7,151 $803K
Stock Yards Bank & Trust Co. 0.02% Add +1.5% 7,087 $796K
Smith, Moore & Co. 0.06% No change 7,083 $796K
Frec Markets, Inc. 0.13% Add +99.5% 7,045 $792K
Red Door Wealth Management, LLC 0.08% Add +36.0% 7,012 $788K
SeaCrest Wealth Management, LLC 0.08% Add +110.4% 7,000 $787K
Argent Trust Co 0.03% Add +2.1% 6,974 $784K
Howe & Rusling Inc. 0.05% Reduce -2.0% 6,857 $770K
Wedmont Private Capital 0.02% Add +3.9% 6,708 $769K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -13.7% 6,545 $766K
Childress Capital Advisors, LLC 0.14% Reduce -12.5% 6,799 $764K
Balyasny Asset Management L.P. 0.00% Add +1.0% 6,752 $759K
OneAscent Investment Solutions LLC 0.76% Reduce -0.6% 6,734 $757K
A. D. Beadell Investment Counsel, Inc. 0.48% Reduce -59.3% 6,725 $755K
LVW Advisors, LLC 0.07% Reduce -22.0% 6,695 $752K
Syon Capital LLC 0.04% Add +4.5% 6,678 $750K
Teacher Retirement System of Texas 0.00% Reduce -54.9% 6,660 $748K
Premier Path Wealth Partners, LLC 0.10% Add +5.7% 6,578 $739K
Wealthspire Advisors, LLC 0.01% Reduce -32.2% 6,442 $724K
Rwa Wealth Partners, LLC 0.01% Add +1.1% 6,400 $719K
First Citizens Bank & Trust Co. 0.01% Reduce -8.3% 6,350 $713K
Siemens Fonds Invest GmbH 0.04% Add +0.8% 6,333 $712K
Welch Group, LLC 0.03% No change 6,303 $708K
Koshinski Asset Management, Inc. 0.04% Add +23.2% 6,295 $707K
Fidelis Capital Partners, LLC 0.05% Add +3.3% 6,290 $707K
Prosperity Consulting Group, LLC 0.03% Add +1.0% 6,281 $706K
Jain Global LLC 0.01% New 6,272 $705K
Twin Capital Management Inc. 0.09% Reduce -2.5% 6,263 $704K
Field & Main Bank 0.20% Add +0.9% 6,205 $697K
Kingsview Wealth Management, LLC 0.01% New 6,204 $697K
Roehl & Yi Investment Advisors, LLC 0.26% Add +15.3% 6,203 $697K
High Point Wealth Management, LLC 0.68% Add +0.1% 6,117 $687K
Davis Investment Partners, LLC 0.24% Reduce -4.5% 6,104 $686K
UMB Bank, n.a. 0.01% Reduce -2.1% 6,079 $683K
HBK Sorce Advisory LLC 0.01% Reduce -10.7% 6,108 $682K
Chicago Capital, LLC 0.02% Reduce -2.0% 6,016 $676K
Westover Capital Advisors, LLC 0.12% No change 6,000 $674K
Smith Group Asset Management, LLC 0.03% No change 6,000 $674K
Castleark Management LLC 0.02% Add +85.4% 5,970 $671K
Fulton Bank, N.A. 0.02% Add +2.8% 5,902 $663K
South Dakota Investment Council 0.01% No change 5,900 $663K
GeoWealth Management, LLC 0.02% Add +45.7% 5,863 $659K
First County Bank 0.35% Reduce -3.8% 5,859 $658K
Manske Wealth Management 0.18% Reduce -1.6% 5,834 $656K
Waycross Partners, LLC 0.06% No change 5,818 $654K
Private Trust Co. NA 0.06% Add +5.0% 5,798 $651K
Alteri Wealth LLC 0.21% Add +3.9% 5,791 $651K
Whitener Capital Management, Inc. 0.15% Reduce -1.4% 5,783 $650K
Kathmere Capital Management, LLC 0.04% Add +107.8% 5,782 $650K
AlphaCore Capital LLC 0.02% Add +40.2% 5,766 $648K
Xcelsior Advisor Partners LLC 0.25% New 5,750 $646K
StrongBox Wealth, LLC 0.21% Reduce -8.0% 5,748 $646K
Nicolet Bankshares Inc. 0.02% New 5,682 $645K
Diversified Enterprises, LLC 0.04% Reduce -0.2% 5,728 $644K
Vanguard National Trust Co 0.04% — 5,708 $641K
James Investment Research, Inc. 0.07% Reduce -2.3% 5,703 $641K
Westside Investment Management, Inc. 0.10% No change 5,615 $639K
Cohen Investment Advisors LLC 0.30% Add +1.9% 5,664 $636K
Aprio Wealth Management, LLC 0.03% Add +19.8% 5,661 $636K
Whittier Trust Co. 0.01% Add +2.4% 5,538 $634K
Advisors Capital Management, LLC 0.01% Reduce -1.6% 5,646 $634K
Checchi Capital Advisers, LLC 0.04% Add +16.0% 5,639 $634K
Cherokee Insurance Co 0.24% No change 5,600 $629K
OneAscent Financial Services LLC 0.03% Add +21.9% 5,555 $624K
Trustmark Bank Trust Department 0.04% No change 5,555 $624K
Calton & Associates, Inc. 0.09% Add +4.5% 5,536 $622K
Clearwave Capital, LLC 0.42% Add +0.4% 5,522 $620K
Argent Advisors, Inc. 0.17% Reduce -29.3% 5,510 $619K
Diversified Trust Co. 0.01% Add +6.1% 5,463 $614K
Oppenheimer Asset Management Inc. 0.01% Reduce -10.2% 5,456 $613K
Snowden Capital Advisors LLC 0.02% Add +16.4% 5,416 $608K
HighPoint Advisor Group LLC 0.03% Reduce -79.3% 5,413 $608K
Signature Wealth Management Group 0.23% Reduce -2.0% 5,410 $608K
Brown Miller Wealth Management, LLC 0.17% Reduce -0.6% 5,404 $607K
Hancock Whitney Corp. 0.01% Add +4.4% 5,151 $605K
Western Wealth Management, LLC 0.02% Add +5.4% 5,285 $594K
6th Street Advisors, LLC 0.37% — 5,217 $586K
Pallas Capital Advisors LLC 0.02% Add +9.4% 5,203 $585K
ArrowMark Colorado Holdings LLC 0.02% No change 5,155 $579K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -38.0% 5,152 $579K
Thrive Wealth Management, LLC 0.09% Reduce -19.2% 5,150 $579K
Candriam S.C.A. 0.00% No change 5,139 $577K
Saxon Interests, Inc. 0.20% Add +67.3% 5,110 $574K
Moody National Bank Trust Division 0.05% Reduce -22.5% 5,106 $574K
Focus Financial Network, Inc. 0.02% Add +3.6% 5,083 $571K
Concentric Capital Strategies, LP 0.05% New 5,066 $569K
CFS Investment Advisory Services, LLC 0.04% Add +0.9% 4,917 $568K
CreativeOne Wealth, LLC 0.01% Reduce -2.1% 5,025 $565K
Dynamic Advisor Solutions LLC 0.02% Add +3.8% 5,014 $563K
CENTRAL TRUST Co 0.01% No change 5,012 $563K
Lathrop Investment Management Co. 0.11% No change 5,000 $562K
Norden Group LLC 0.05% Reduce -0.5% 4,978 $559K
Gateway Wealth Partners, LLC 0.02% New 4,949 $556K
Simplex Trading, LLC 0.02% New 4,945 $556K
Kaizen Financial Strategies 0.23% No change 4,778 $552K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -1.8% 4,959 $551K
Sigma Planning Corp 0.02% Reduce -2.7% 4,893 $550K
Evolve Private Wealth, LLC 0.03% Add +41.7% 4,843 $544K
Signet Financial Management, LLC 0.06% Add +3.0% 4,806 $540K
Severin Investments, LLC 0.46% Add +10.6% 4,765 $535K
Sigma Investment Counselors Inc. 0.03% No change 4,708 $529K
D. E. Shaw & Co. 0.00% New 4,707 $529K
Chung Wu Investment Group, LLC 0.46% No change 4,703 $528K
GWN Securities Inc. 0.10% Reduce -8.3% 4,670 $525K
Vontobel Holding Ltd. 0.00% Add +5.9% 4,644 $522K
Beverly Hills Private Wealth, LLC 0.09% Reduce -9.2% 4,632 $520K
Royal Fund Management, LLC 0.05% Reduce -73.9% 4,600 $517K
Optivise Advisory Services LLC 0.31% No change 4,599 $517K
St Germain D J Co. Inc. 0.02% No change 4,577 $514K
Ameritas Investment Partners, Inc. 0.02% Add +0.0% 4,500 $506K
True North Advisors, LLC 0.06% Reduce -8.0% 4,470 $502K
Integrity Alliance, Llc. 0.02% Add +0.4% 4,461 $501K
Aegis Wealth Management LLC 0.29% Reduce -6.8% 4,457 $501K
Exchange Traded Concepts, LLC 0.00% Reduce -67.5% 4,454 $500K
Belpointe Asset Management LLC 0.02% Reduce -8.8% 4,432 $498K
E&G Advisors, LLC 0.11% Reduce -0.3% 4,400 $494K
MAI Capital Management 0.00% Add +17.3% 4,343 $488K
SIH Partners, LLLP 0.01% New 4,343 $488K
Simplicity Wealth,LLC 0.03% Add +1.7% 4,339 $488K
Cigna Investments Inc. 0.08% No change 4,331 $486K
Journey Strategic Wealth LLC 0.01% Add +2.2% 4,312 $485K
Founders Financial Securities LLC 0.03% Add +2.5% 4,094 $481K
Knollwood Investment Advisory, LLC 0.05% No change 4,277 $481K
Heritage Wealth Advisors 0.02% No change 4,276 $480K
LCM Capital Management Inc 0.24% Reduce -0.8% 4,239 $476K
MFA Wealth Services 0.31% Add +7.1% 4,226 $475K
Groupe la Francaise 0.01% Add +1.5% 4,226 $475K
Dougherty & Associates, LLC 0.44% Add +7.6% 4,216 $474K
Mather Group, Llc. 0.00% Add +4.1% 4,209 $473K
CX Institutional 0.01% Add +6.0% 4,204 $472K
Brevan Howard Capital Management LP 0.00% New 4,183 $470K
Storgate, LLC 0.37% Add +1.4% 4,175 $469K
Platform Technology Partners 0.09% Add +1.2% 4,166 $468K
Brown Advisory Inc. 0.00% Reduce -9.4% 4,162 $468K
Worldquant Millennium Advisors LLC 0.00% Add +6.6% 4,151 $466K
Mystic Asset Management, Inc. 0.11% No change 4,123 $463K
Perigon Wealth Management, LLC 0.01% Add +0.2% 4,122 $463K
Providence First Trust Co 0.16% Reduce -20.3% 4,075 $458K
Tiaa Trust, National Association 0.03% Reduce -95.2% 4,072 $458K
Trilogy Capital Inc. 0.02% Reduce -0.1% 4,015 $451K
Cypress Wealth Services, LLC 0.06% Reduce -1.1% 3,992 $448K
Avestar Capital, LLC 0.03% Add +154.7% 3,991 $448K
Fiduciary Alliance LLC 0.03% Add +0.5% 3,896 $448K
Clark Capital Management Group, Inc. 0.00% Add +2.2% 3,981 $447K
Eagle Rock Investment Company, LLC 0.06% No change 3,950 $444K
Mutual Advisors, LLC 0.01% Add +4.7% 3,937 $442K
International Assets Investment Management, LLC 0.03% Add +0.8% 3,890 $442K
TCTC Holdings, LLC 0.01% Reduce -20.3% 3,922 $441K
Catalyst Funds Management Pty Ltd 0.07% New 3,861 $434K
First Horizon Corp. 0.02% Add +0.5% 3,853 $433K
Element Wealth, LLC 0.18% Reduce -0.5% 3,844 $432K
Kovack Advisors, Inc. 0.02% New 3,822 $431K
Texas Yale Capital Corp. 0.01% Add +0.6% 3,824 $430K
V-Square Quantitative Management LLC 0.04% Reduce -0.2% 3,760 $422K
Cypress Capital Group 0.05% Reduce -18.5% 3,755 $422K
Smith Shellnut Wilson LLC 0.18% No change 3,752 $422K
Meiji Yasuda Life Insurance Co 0.01% New 3,720 $418K
Legacy Edge Advisors, LLC 0.04% Reduce -0.2% 3,710 $417K
Johnson Investment Counsel Inc. 0.00% Reduce -0.2% 3,690 $415K
Mesirow Financial Investment Management, Inc. 0.01% Add +3.4% 3,666 $412K
Aaron Wealth Advisors LLC 0.02% Reduce -3.4% 3,659 $411K
West Michigan Advisors, LLC 0.09% New 3,641 $409K
Pinnacle Associates Ltd. 0.01% Add +10.2% 3,639 $409K
OneAscent Wealth Management LLC 0.14% Reduce -3.3% 3,637 $409K
RFG Advisory, LLC 0.01% Reduce -1.7% 3,626 $407K
MidFirst Bank 0.03% Reduce -1.1% 3,605 $405K
Meridian Investment Counsel Inc. 0.10% No change 3,600 $404K
Evergreen Capital Management LLC 0.01% Add +29.4% 3,579 $402K
SBI Okasan Asset Management Co.Ltd. 0.02% No change 3,600 $400K
Jackson Hole Capital Partners, LLC 0.07% No change 3,540 $398K
Summit Asset Management, LLC 0.05% No change 3,500 $393K
Richardson Financial Services Inc. 0.25% Reduce -2.2% 3,493 $392K
Meiji Yasuda Asset Management Co Ltd. 0.02% New 3,479 $391K
Wellington Shields Capital Management, LLC 0.06% Reduce -3.7% 3,467 $390K
Values First Advisors, Inc. 0.20% Add +2.6% 3,458 $389K
Texas Bank & Trust Co 0.15% No change 3,444 $387K
Triad Wealth Partners, LLC 0.03% Add +5.7% 3,437 $386K
Invera Wealth Advisors, LLC 0.25% Add +0.1% 3,419 $384K
Sandro Wealth Management LLC 0.31% Reduce -8.6% 3,409 $383K
Advisor OS, LLC 0.03% Add +15.5% 3,395 $381K
FRG Family Wealth Advisors LLC 0.06% No change 3,390 $381K
Cresset Asset Management, LLC 0.00% Reduce -4.8% 3,354 $377K
Cidel Asset Management Inc. 0.02% Add +15.8% 3,332 $374K
Bank of Nova Scotia Trust Co. 0.03% Reduce -1.7% 3,315 $372K
Mathes Company, Inc. 0.14% No change 3,300 $371K
Millennium Capital Advisors, LLC 0.23% No change 3,293 $370K
Stonebrook Private Inc. 0.08% Reduce -3.1% 3,289 $370K
Ashton Thomas Securities, LLC 0.05% New 3,266 $367K
L2 Asset Management, LLC 0.03% Add +21.9% 3,248 $365K
Atlas Capital Advisors Inc. 0.04% Reduce -27.6% 3,221 $362K
Rehmann Capital Advisory Group 0.02% Reduce -15.7% 3,211 $361K
SageGuard Financial Group, LLC 0.06% Add +0.3% 3,195 $359K
Clarendon Private LLC 0.28% New 3,191 $359K
Accurate Wealth Management, LLC 0.04% New 3,060 $357K
Curat Global, LLC 0.35% Add +79.0% 3,172 $356K
Center for Financial Planning, Inc. 0.04% No change 3,164 $356K
Avidian Wealth Enterprises, LLC 0.01% Add +2.4% 3,128 $351K
Trueblood Wealth Management, LLC 0.14% Reduce -2.0% 3,112 $350K
PCM Encore, LLC 0.07% Add +7.9% 3,096 $348K
Argentarii, LLC 0.12% Add +0.4% 3,074 $345K
Sterling Investment Counsel, LLC 0.10% Reduce -53.1% 3,058 $344K
Baron Wealth Management LLC 0.10% Add +13.3% 3,056 $343K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +2.1% 3,044 $342K
Ballentine Partners, LLC 0.00% Add +2.0% 3,039 $341K
First Heartland Consultants, Inc. 0.03% Reduce -46.3% 3,036 $341K
Supplemental Annuity Collective Trust of NJ 0.10% New 3,025 $340K
First Financial Bankshares Inc 0.01% No change 3,005 $338K
Smartleaf Asset Management LLC 0.01% Add +5.6% 3,035 $337K
Hickory Point Bank & Trust 0.22% Reduce -0.7% 2,998 $337K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +0.1% 2,978 $335K
Savvy Advisors, Inc. 0.01% Add +13.7% 2,973 $334K
Collaborative Fund Advisors, LLC 0.21% — 2,968 $333K
YHB Investment Advisors, Inc. 0.02% No change 2,962 $333K
Moran Wealth Management, LLC 0.01% Reduce -15.1% 2,932 $329K
Evercore Wealth Management, LLC 0.01% No change 2,924 $329K
Alliance Wealth Advisors, LLC 0.15% Reduce -0.3% 2,920 $328K
Biltmore Family Office, LLC 0.05% New 2,918 $328K
Legacy Financial Advisors, Inc. 0.05% Add +11.6% 2,895 $325K
Wealth Alliance, LLC 0.03% Reduce -0.5% 2,894 $325K
Dorsey & Whitney Trust CO LLC 0.02% Add +16.6% 2,890 $325K
Jamison Private Wealth Management, Inc. 0.04% Add +11.0% 2,875 $323K
Castleview Partners, LLC 0.17% New 2,871 $323K
Elevated Capital Advisors, LLC 0.08% Reduce -78.5% 2,856 $321K
Successful Portfolios LLC 0.18% Add +0.1% 2,877 $321K
Founders Financial Alliance, LLC 0.06% Add +13.9% 2,818 $317K
Sunbelt Securities, Inc. 0.02% Add +0.5% 2,818 $317K
Patton Fund Management, Inc. 0.05% Reduce -95.5% 2,813 $316K
Tannin Capital LLC 0.23% New 2,808 $316K
OneAscent Family Office, LLC 0.22% Reduce -15.8% 2,790 $313K
CarsonAllaria Wealth Management, Ltd. 0.15% Reduce -2.3% 2,786 $313K
Pinion Investment Advisors, LLC 0.07% Reduce -6.2% 2,770 $311K
NFSG Corp 0.05% Add +136.0% 2,749 $309K
Mustard Seed Financial, LLC 0.18% Add +6.7% 2,744 $308K
King Luther Capital Management Corp. 0.00% New 2,741 $308K
Second Half Financial Partners, LLC 0.14% No change 2,734 $307K
Baker Avenue Asset Management, LP 0.01% Add +2.8% 2,728 $307K
Investment Research Partners LLC 0.12% No change 2,710 $304K
Commerzbank Aktiengesellschaft 0.01% Reduce -2.1% 2,694 $303K
Harvest Investment Services, LLC 0.06% Add +19.4% 2,684 $302K
Optiver Holding B.V. 0.01% New 2,669 $300K
Bokf, NA 0.00% Reduce -2.6% 2,642 $297K
Harvest Fund Management Co., Ltd 0.01% Add +84.3% 2,628 $295K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +3.5% 2,623 $295K
Essex Financial Services, Inc. 0.02% Reduce -14.6% 2,620 $294K
Trinity Legacy Partners, LLC 0.06% Reduce -4.7% 2,542 $294K
Chilton Capital Management LLC 0.01% Reduce -0.3% 2,600 $292K
Dana Investment Advisors, Inc. 0.01% New 2,593 $291K
Fieldview Capital Management, LLC 0.08% New 2,582 $290K
RDA Financial Network 0.07% Add +3.1% 2,582 $290K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 2,563 $288K
Innovative Advisory Group, LLC 0.25% Add +2.2% 2,563 $288K
Alpha Family Trust 0.14% No change 2,560 $288K
TruWealth Advisors, LLC 0.01% Add +4.0% 2,553 $287K
Resonant Capital Advisors, LLC 0.01% Add +16.7% 2,549 $286K
Claris Financial LLC 0.16% No change 2,547 $286K
Hantz Financial Services, Inc. 0.00% Add +221.1% 2,543 $286K
Total Wealth Planning & Management, Inc. 0.23% Reduce -1.6% 2,534 $285K
SageView Advisory Group, LLC 0.01% Add +10.9% 2,528 $284K
FSB Premier Wealth Management, Inc. 0.09% Reduce -26.5% 2,522 $283K
D.A. Davidson & Co. 0.00% Reduce -0.2% 2,516 $283K
Vista Capital Partners, Inc. 0.03% New 2,516 $283K
SYM FINANCIAL Corp 0.03% Add +1.4% 2,513 $282K
Meadow Creek Wealth Advisors LLC 0.18% Reduce -1.5% 2,503 $281K
Advisory Alpha, LLC 0.01% Add +1.3% 2,478 $279K
M&G PLC 0.00% Add +43.4% 2,482 $278K
Moors & Cabot, Inc. 0.01% Add +0.0% 2,445 $275K
Bank Pictet & Cie (Europe) AG 0.01% New 2,425 $272K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -8.6% 2,421 $272K
Prestige Wealth Management Group LLC 0.05% Reduce -3.3% 2,419 $272K
Shelton Capital Management 0.01% No change 2,414 $271K
Marin Bay Wealth Advisors, LLC 0.16% Reduce -4.7% 2,414 $271K
Cornerstone Wealth Group, LLC 0.02% Add +2.8% 2,437 $271K
Ausdal Financial Partners, Inc. 0.01% Reduce -19.0% 2,410 $271K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -44.0% 2,408 $271K
Tompkins Financial Corp. 0.02% No change 2,400 $270K
Ballew Advisors, Inc 0.15% Add +3.1% 2,293 $269K
Portside Wealth Group, LLC 0.04% New 2,381 $268K
Pekin Hardy Strauss, Inc. 0.03% No change 2,380 $267K
Zacks Investment Management 0.00% Reduce -16.2% 2,378 $267K
State of Wyoming 0.03% Reduce -49.0% 2,376 $267K
Wealth Architects, LLC 0.02% Reduce -0.6% 2,355 $265K
Parkside Financial Bank & Trust 0.02% Reduce -15.1% 2,354 $264K
Challenger Wealth Management 0.21% Reduce -3.2% 2,354 $264K
Oxler Private Wealth LLC 0.08% Add +0.6% 2,349 $264K
Impact Capital Partners LLC 0.08% Add +1.2% 2,336 $262K
Aristotle Capital Management, LLC 0.00% Add +2.1% 2,329 $262K
Bull Harbor Capital LLC 0.07% — 2,327 $261K
Juno Financial Group LLC 0.10% Add +0.6% 2,323 $261K
Blue Trust, Inc. 0.00% Reduce -21.3% 2,320 $261K
William Blair Investment Management, LLC 0.00% Add +2.6% 2,316 $260K
Quotient Wealth Partners, LLC 0.01% Add +6.5% 2,309 $259K
Meriwether Wealth & Planning, LLC 0.14% Reduce -3.8% 2,301 $259K
Summit Financial Strategies, Inc. 0.02% No change 2,279 $256K
1ST Source Bank 0.01% No change 2,270 $255K
Moneta Group Investment Advisors LLC 0.00% Reduce -5.4% 2,270 $255K
Ascentis Wealth Management, LLC 0.05% Add +3.4% 2,256 $253K
Capital Advisors Inc. 0.00% Reduce -0.4% 2,247 $253K
Hidden Cove Wealth Management, LLC 0.16% New 2,247 $252K
NorthCoast Asset Management LLC 0.01% Reduce -0.5% 2,245 $252K
Mascagni Wealth Management, Inc. 0.18% New 2,244 $252K
Exencial Wealth Advisors, LLC 0.01% Add +1.7% 2,235 $251K
One Wealth Advisors, LLC 0.03% New 2,231 $251K
Spire Wealth Management 0.01% Reduce -0.2% 2,224 $250K
Everhart Financial Group, Inc. 0.02% New 2,215 $249K
Flynn Zito Capital Management, LLC 0.08% Add +0.6% 2,205 $248K
Vision Financial Markets LLC 0.24% No change 2,200 $247K
LaFleur & Godfrey LLC 0.03% Reduce -12.9% 2,200 $247K
Faithward Advisors, LLC 0.04% New 2,194 $247K
Beese Fulmer Investment Management, Inc. 0.02% New 2,189 $246K
Daymark Wealth Partners, LLC 0.01% Reduce -39.1% 2,176 $245K
PFG Investments, LLC 0.01% New 2,160 $243K
Mraz, Amerine & Associates, Inc. 0.04% New 2,145 $241K
Titleist Asset Management, LLC 0.02% New 2,143 $241K
Camden National Bank 0.03% New 2,134 $240K
Krilogy Financial LLC 0.01% New 2,069 $239K
Genus Capital Management Inc. 0.03% Reduce -25.3% 2,125 $239K
MJP Associates Inc. 0.03% New 2,120 $238K
Adell Harriman & Carpenter Inc. 0.01% Reduce -9.2% 2,112 $237K
Marble Wealth, LLC 0.04% Reduce -18.1% 2,092 $235K
Cape Investment Advisory, Inc. 0.08% Reduce -2.6% 2,092 $235K
Calamos Wealth Management LLC 0.01% New 2,081 $234K
TriaGen Wealth Management LLC 0.06% New 2,077 $233K
TRB Wealth Management, LLC 0.03% — 2,072 $233K
Advus Financial Partners, LLC 0.06% New 2,046 $230K
Alerus Financial NA 0.01% New 2,035 $229K
Providence Wealth Advisors, LLC 0.14% New 2,006 $228K
Conning Inc. 0.01% Reduce -16.7% 2,027 $228K
Apella Capital, LLC 0.00% New 1,956 $226K
Northland Securities, Inc. 0.21% New 2,010 $226K
Old Second National Bank of Aurora 0.05% No change 2,004 $225K
Third View Private Wealth, LLC 0.03% New 2,001 $225K
Guilbault Capital LLC 0.25% New 2,000 $225K
Webster Bank, N. A. 0.02% No change 2,000 $225K
Investor's Fiduciary Advisor Network, LLC 0.07% New 1,979 $222K
Walleye Partners, LLC 0.27% New 1,972 $222K
Drive Wealth Management, LLC 0.05% New 1,972 $222K
Stewardship Advisors, LLC 0.05% New 1,969 $221K
Franklin Street Advisors Inc. 0.01% New 1,950 $219K
Sit Investment Associates Inc. 0.00% No change 1,950 $219K
First PREMIER Bank 0.05% No change 1,940 $218K
Alta Advisers Ltd 0.08% New 1,936 $218K
Obermeyer Wealth Partners 0.01% New 1,934 $217K
Quent Capital, LLC 0.02% Add +42.6% 1,930 $217K
Affinity Capital Advisors, LLC 0.03% Reduce -19.1% 1,925 $216K
Wealth Management Associates, Inc. 0.07% New 1,921 $216K
Caldwell Trust Co 0.02% No change 1,906 $214K
Samalin Investment Counsel, LLC 0.08% New 1,903 $214K
New Hampshire Trust 0.04% Reduce -29.0% 1,897 $213K
Artesa Financial Group, LLC 0.20% New 1,897 $213K
Optas, LLC 0.03% Reduce -49.7% 1,884 $212K
Cibc World Market Inc. 0.00% New 1,883 $212K
Cornerstone Advisory, LLC 0.02% New 1,879 $211K
JMN Financial LLC 0.21% New 1,875 $211K
Avail Investment Partners, LLC 0.22% — 1,872 $210K
Nilsine Partners, LLC 0.02% New 1,850 $210K
Florida Trust Wealth Management Co 0.01% Reduce -25.6% 1,861 $209K
Atlantic Union Bankshares Corp 0.00% No change 1,860 $209K
Busey Bank 0.01% New 1,853 $208K
Rockport Wealth LLC 0.04% New 1,841 $207K
Eastern Bank 0.00% Reduce -4.3% 1,838 $207K
Stokes Family Office, LLC 0.02% New 1,836 $206K
Northcape Wealth Management, LLC 0.06% New 1,831 $206K
Breakwater Capital Group 0.03% New 1,830 $206K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.50% New 1,823 $205K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -66.2% 1,808 $203K
Empire Financial Management Company, LLC 0.05% New 1,806 $203K
River Wealth Advisors LLC 0.02% New 1,806 $203K
Global Assets Advisory, LLC 0.06% New 1,802 $202K
Thompson David Blair 0.12% New 1,789 $201K
Adirondack Trust Co. 0.07% Add +1.9% 1,751 $197K
Armstrong Advisory Group, Inc. 0.01% No change 1,728 $194K
Versant Capital Management, Inc 0.02% Add +63.1% 1,686 $189K
Larson Financial Group LLC 0.01% Reduce -18.6% 1,633 $183K
AdvisorNet Financial, Inc 0.01% Add +1.8% 1,631 $183K
Cassaday & Co Wealth Management LLC 0.00% New 1,600 $180K
Bank & Trust Co 0.12% No change 1,590 $179K
Silvant Capital Management LLC 0.01% No change 1,580 $178K
Montag A & Associates Inc. 0.01% No change 1,578 $177K
Transamerica Financial Advisors, LLC 0.01% Add +90.5% 1,505 $169K
Crewe Advisors LLC 0.01% Add +0.4% 1,436 $161K
Oakworth Capital, Inc. 0.01% Reduce -8.6% 1,410 $158K
Louisbourg Investments Inc. 0.03% No change 1,400 $157K
Cromwell Holdings LLC 0.09% No change 1,392 $156K
CVA Family Office, LLC 0.02% Add +20.0% 1,340 $151K
Aventura Private Wealth, LLC 0.06% Add +3.9% 1,339 $150K
Wellington Shields & Co., LLC 0.04% No change 1,300 $146K
Avanza Fonder AB 0.00% Add +9.9% 1,287 $145K
Colonial Trust Advisors 0.01% Reduce -3.9% 1,284 $144K
Root Financial Partners, LLC 0.01% Add +4.5% 1,263 $142K
CYBER HORNET ETFs LLC 0.09% No change 1,229 $140K
Colonial Trust Co / SC 0.02% Reduce -25.3% 1,238 $139K
First Command Advisory Services, Inc. 0.00% Add +12.4% 1,230 $138K
1620 Investment Advisors, Inc. 0.09% No change 1,200 $135K
Lloyd Advisory Services, LLC. 0.04% Add +10427.3% 1,158 $130K
Kingdom Financial Group LLC. 0.04% Add +0.9% 1,158 $130K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -2.9% 1,155 $130K
Geneos Wealth Management Inc. 0.00% Add +13.8% 1,151 $129K
Avion Wealth 0.03% Reduce -76.1% 1,142 $128K
Deseret Mutual Benefit Administrators 0.04% Add +74.8% 1,122 $126K
Tsfg, LLC 0.02% No change 1,118 $126K
Whittier Trust Co. of Nevada Inc. 0.00% Add +9.2% 1,096 $126K
SHP Wealth Management 0.01% Add +1.8% 1,085 $122K
Brookfield Corp 0.00% Reduce -99.5% 1,080 $121K
Toth Financial Advisory Corp. 0.01% Add +0.4% 1,075 $121K
Centennial Bank 0.04% No change 1,069 $120K
Motco 0.01% No change 1,060 $119K
Strategic Investment Advisors / MI 0.01% New 1,044 $117K
Kozak & Associates, Inc. 0.02% No change 1,000 $115K
Ascentis Independent Advisors 0.01% New 1,026 $115K
Delta Asset Management LLC 0.01% No change 1,006 $113K
Hussman Strategic Advisors, Inc. 0.02% No change 1,000 $112K
N.E.W. Advisory Services LLC 0.01% No change 954 $107K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -26.8% 944 $106K
Wall Street Financial Group, Inc. 0.06% New 900 $101K
GHP Investment Advisors, Inc. 0.00% Reduce -23.3% 854 $96K
Kennebec Savings Bank 0.09% No change 854 $96K
Clearstead Trust, LLC 0.02% No change 850 $96K
Estabrook Capital Management 0.01% No change 830 $93K
Truvestments Capital LLC 0.02% Add +0.6% 828 $93K
Rothschild Investment LLC 0.00% Add +2.3% 791 $89K
Y.D. More Investments Ltd 0.00% Add +24.4% 786 $88K
SBI Securities Co., Ltd. 0.00% Add +22.0% 783 $88K
Contravisory Investment Management, Inc. 0.02% Reduce -7.6% 782 $88K
Ostrum Asset Management 0.00% Add +1.6% 782 $88K
Zions Bancorporation, National Association 0.01% Reduce -50.5% 743 $83K
Sound Income Strategies, LLC 0.00% Reduce -1.8% 717 $81K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 719 $81K
SouthState Bank Corp 0.00% Reduce -2.8% 706 $79K
Robbins Farley 0.03% No change 700 $79K
Towne Trust Company, N.A 0.03% No change 700 $79K
IFG Advisory, LLC 0.22% Reduce -87.9% 680 $76K
Caldwell Sutter Capital, Inc. 0.03% Add +2.8% 668 $75K
Pin Oak Investment Advisors Inc. 0.05% No change 668 $75K
USA Financial Formulas 0.01% Reduce -68.9% 662 $74K
Legacy Wealth Managment, LLC 0.04% Add +6.6% 645 $72K
Valley National Advisers Inc. 0.01% Add +92.4% 656 $72K
Ameriflex Group, Inc. 0.04% Reduce -49.3% 632 $71K
Gen-Wealth Partners Inc 0.02% Add +1.1% 631 $71K
Osterweis Capital Management Inc. 0.00% No change 626 $70K
BankPlus Trust Department 0.02% No change 620 $70K
Quaker Wealth Management, LLC 0.02% Add +4991.7% 611 $69K
CoreCap Advisors, LLC 0.00% Reduce -4.6% 605 $68K
Lavaca Capital LLC 0.01% No change 600 $67K
Cedar Mountain Advisors, LLC 0.01% Add +1224.4% 596 $67K
Galaxy Digital Capital Management GP LLC 0.08% New 566 $64K
YANKCOM Partnership 0.03% No change 558 $63K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +13.6% 553 $62K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Reduce -22.9% 540 $61K
Asset Dedication, LLC 0.00% Reduce -4.7% 522 $59K
Basso Capital Management, L.P. 0.03% No change 506 $57K
Tidemark, LLC 0.01% No change 500 $56K
Evelyn Partners Investment Management LLP 0.00% No change 500 $56K
Resources Management Corp. /CT/ 0.01% No change 500 $56K
Financial Management Professionals, Inc. 0.01% Add +3.0% 487 $55K
Park Place Capital Corp 0.01% Add +2.1% 483 $54K
Wealth Science Advisors LLC 0.03% New 580 $54K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% No change 472 $53K
Manchester Capital Management LLC 0.01% Reduce -16.8% 465 $52K
Mountain Hill Investment Partners Corp. 0.03% No change 460 $52K
VSM Wealth Advisory, LLC 0.02% No change 452 $51K
Coastline Trust Co 0.01% Reduce -0.9% 450 $51K
JFS Wealth Advisors, LLC 0.00% Reduce -2.2% 447 $50K
Cetera Trust Company, N.A 0.03% No change 446 $50K
Owl Creek Wealth Partners LLC 0.02% — 435 $49K
Park National Corp. 0.00% New 431 $48K
Keating Financial Advisory Services, Inc. 0.01% Add +1.9% 420 $47K
Mark Sheptoff Financial Planning, LLC 0.02% No change 400 $47K
Obsidian Cio, LLC 0.04% Add +556.8% 243 $46K
Tower View Wealth Management LLC 0.02% No change 413 $46K
Missouri Trust & Investment Co 0.01% Reduce -24.1% 410 $46K
Addison Advisors LLC 0.01% Add +2.8% 404 $45K
Ulland Investment Advisors, LLC 0.04% No change 400 $45K
BOK Financial Private Wealth, Inc. 0.00% Reduce -54.8% 400 $45K
MV Capital Management, Inc. 0.00% Reduce -0.5% 393 $44K
Grove Bank & Trust 0.01% Add +0.5% 390 $44K
Harbor Investment Advisory, LLC 0.00% Add +22.6% 379 $43K
Physician Wealth Advisors, Inc. 0.01% Add +55.8% 377 $42K
Duncker Streett & Co. Inc. 0.01% No change 358 $40K
NBT Bank, N.A. 0.00% Add +3.5% 352 $40K
Pflug Koory, LLC 0.02% No change 350 $39K
GoalVest Advisory LLC 0.01% No change 350 $39K
True Link Financial Advisors, LLC 0.00% New 345 $39K
Fortis Group Advisors, LLC 0.01% No change 344 $39K
Rossby Financial, LCC 0.01% Add +20.4% 336 $38K
Twin Peaks Wealth Advisors, LLC 0.01% New 337 $38K
Atwood & Palmer Inc. 0.00% No change 330 $37K
Operose Advisors LLC 0.01% New 325 $37K
Trust Co 0.00% New 312 $35K
Dagco, Inc. 0.01% Add +0.7% 300 $34K
Farmers & Merchants Investments Inc. 0.00% No change 300 $34K
Union Savings Bank 0.01% No change 298 $33K
Fortitude Family Office, LLC 0.01% Add +31.5% 288 $32K
Basecamp Wealth Advisors LLC 0.01% No change 280 $31K
Covestor Ltd 0.02% Reduce -23.8% 272 $31K
Fairway Wealth LLC 0.01% New 268 $30K
Dynamic Wealth Strategies, LLC 0.02% New 267 $30K
Wellington-Altus USA Inc. 0.02% Reduce -19.3% 260 $30K
Pingora Partners LLC 0.02% No change 260 $29K
Brown, Lisle/Cummings, Inc. 0.01% No change 252 $28K
PFS Partners, LLC 0.01% No change 250 $28K
Pinnacle Bancorp, Inc. 0.01% No change 248 $28K
GF Fund Management Co. LTD. 0.00% New 245 $28K
Signature Equity Partners, LLC 0.01% Add +0.8% 240 $27K
Bell Investment Advisors, Inc 0.00% Add +20.2% 238 $27K
Vermillion Wealth Management, Inc. 0.01% Add +14.6% 236 $27K
Smithfield Trust Co 0.00% New 238 $26K
Swiss Re Ltd. 0.15% No change 222 $25K
Opal Wealth Advisors, LLC 0.01% New 220 $25K
Salem Investment Counselors Inc. 0.00% New 220 $25K
Community Bank, N.A. 0.00% New 218 $24K
Plante Moran Financial Advisors, LLC 0.00% No change 216 $24K
Bruce G. Allen Investments, LLC 0.02% No change 214 $24K
North Star Investment Management Corp. 0.00% Reduce -0.5% 211 $24K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.01% No change 210 $24K
LRI Investments, LLC 0.00% Add +2.0% 208 $23K
Holos Integrated Wealth LLC 0.01% No change 200 $23K
Fourth Dimension Wealth, LLC 0.01% No change 200 $22K
Ossiam 0.00% Reduce -24.3% 187 $21K
Kemnay Advisory Services Inc. 0.00% Add +2.3% 182 $20K
Salomon & Ludwin, LLC 0.00% No change 177 $20K
Crews Bank & Trust 0.00% No change 180 $20K
EFG International AG 0.00% New 179 $20K
Quest 10 Wealth Builders, Inc. 0.02% Add +75.8% 174 $20K
1015 Capital Partners, LLC 0.02% Add +900.0% 170 $19K
Hilton Head Capital Partners, LLC 0.01% Add +9.7% 169 $19K
Barrett & Company, Inc. 0.01% No change 168 $19K
JPL Wealth Management, LLC 0.00% New 167 $19K
Wilkerson Advisory Group LLC 0.01% Add +155.4% 166 $19K
DHJJ Financial Advisors, Ltd. 0.01% No change 166 $19K
Leonteq Securities AG 0.00% Reduce -9.8% 166 $19K
Synergy Investment Management, LLC 0.01% New 164 $18K
Winch Advisory Services, LLC 0.00% Add +0.6% 163 $18K
Cornerstone Planning Group LLC 0.00% Add +29.8% 157 $18K
Clearstead Advisors, LLC 0.00% Reduce -88.2% 162 $18K
Magnolia Wealth Management, LLC 0.01% New 160 $18K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 158 $18K
Evermay Wealth Management LLC 0.00% No change 152 $17K
New England Capital Financial Advisors LLC 0.00% No change 148 $17K
Measured Wealth Private Client Group, LLC 0.00% No change 145 $16K
Washington Trust Advisors, Inc. 0.00% Reduce -55.8% 125 $14K
Birchwood Financial Partners, Inc. 0.01% No change 124 $14K
True Wealth Design, LLC 0.00% Add +121.4% 124 $14K
Joseph Group Capital Management 0.00% New 123 $14K
Ancora Advisors LLC 0.00% Reduce -14.7% 122 $14K
Greykasell Wealth Strategies, Inc. 0.01% New 118 $13K
Reyes Financial Architecture, Inc. 0.01% Reduce -21.6% 116 $13K
DT Investment Partners, LLC 0.00% Reduce -43.1% 116 $13K
Capital Advisors, Ltd. LLC 0.00% No change 112 $13K
Ares Financial Consulting, LLC 0.01% No change 114 $13K
Access Investment Management LLC 0.00% No change 114 $13K
Hollencrest Capital Management 0.00% Reduce -37.4% 114 $13K
ESL Trust Services, LLC 0.00% No change 110 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 110 $12K
Golden State Wealth Management, LLC 0.00% Add +0.9% 109 $12K
Whipplewood Advisors, LLC 0.01% New 108 $12K
Nemes Rush Group LLC 0.00% Add +197.2% 107 $12K
Dunhill Financial, LLC 0.00% No change 105 $12K
Abound Wealth Management 0.00% Add +22.1% 105 $12K
Bogart Wealth, LLC 0.00% Add +10.6% 104 $12K
MBM Wealth Consultants, LLC 0.00% New 100 $11K
Glen Eagle Advisors, LLC 0.00% No change 100 $11K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -50.0% 100 $11K
Marquette Asset Management, LLC 0.00% New 90 $10K
Richardson Capital Management LLC 0.00% Add +521.4% 87 $10K
Scarborough Advisors, LLC 0.00% New 87 $10K
Valued Wealth Advisors LLC 0.00% Add +320.0% 84 $9K
Sachetta, LLC 0.00% Add +8.3% 78 $9K
Archer Investment Corp 0.00% No change 77 $9K
SOA Wealth Advisors, LLC. 0.00% No change 8,483 $8K
Clayton Financial Group LLC 0.00% No change 74 $8K
Summit Securities Group LLC 0.00% Reduce -88.9% 74 $8K
Red Tortoise LLC 0.00% No change 74 $8K
Country Trust Bank 0.00% No change 71 $8K
Stone House Investment Management, LLC 0.00% Reduce -34.6% 70 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 69 $8K
Financial Freedom, LLC 0.00% New 68 $8K
HighMark Wealth Management LLC 0.00% No change 68 $8K
Aspect Partners, LLC 0.00% No change 68 $8K
Pinney & Scofield, Inc. 0.00% No change 66 $7K
Bank of New Hampshire 0.00% No change 66 $7K
Arlington Trust Co LLC 0.00% New 66 $7K
Dogwood Wealth Management LLC 0.00% Add +109.7% 65 $7K
Private Wealth Management Group, LLC 0.00% No change 64 $7K
Millstone Evans Group, LLC 0.00% No change 64 $7K
Rakuten Securities, Inc. 0.00% Reduce -75.2% 63 $7K
Kilter Group LLC 0.00% No change 60 $7K
Elevation Wealth Partners, LLC 0.00% No change 59 $7K
Capital Analysts, LLC 0.00% No change 55 $6K
Financial Consulate, Inc. 0.00% Add +6.0% 53 $6K
POM Investment Strategies, LLC 0.01% No change 52 $6K
IMG Wealth Management, Inc. 0.00% Reduce -75.8% 52 $6K
WealthCollab, LLC 0.00% No change 52 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +44.4% 52 $6K
Rialto Wealth Management, LLC 0.00% Add +628.6% 51 $6K
Imprint Wealth LLC 0.03% Add +15.9% 51 $6K
Raffa Wealth Management, LLC 0.00% Add +6.4% 50 $6K
Prudent Man Investment Management, Inc. 0.00% No change 60 $6K
Burk Holdings LLC 0.00% New 46 $5K
Cornerstone Financial Management LLC 0.00% No change 43 $5K
Wealth Enhancement Trust Services, Inc. 0.00% No change 43 $5K
Wilmington Savings Fund Society, FSB 0.00% Add +65.4% 43 $5K
Principia Wealth Advisory, LLC 0.00% Add +35.5% 42 $5K
Lodestone Wealth Management LLC 0.00% No change 40 $4K
Bare Financial Services, Inc 0.00% No change 40 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 36 $4K
Penserra Capital Management LLC 0.00% No change 39 $4K
Highline Wealth Partners LLC 0.00% Add +13.3% 34 $4K
Clark Wealth Partners 0.00% No change 33 $4K
Evolution Wealth Management Inc. 0.00% New 32 $4K
Main Street Group, LTD 0.00% New 32 $4K
Hughes Financial Services, LLC 0.00% No change 32 $4K
Smallwood Wealth Investment Management, LLC 0.00% No change 31 $3K
Portus Wealth Advisors, LLC 0.00% New 30 $3K
Copia Wealth Management 0.00% No change 30 $3K
SWAN Capital LLC 0.00% New 30 $3K
United Community Bank 0.00% Reduce -89.0% 30 $3K
High Note Wealth, LLC 0.00% Add +222.2% 29 $3K
IMA Advisory Services, Inc. 0.00% Add +31.8% 29 $3K
TFC Financial Management, Inc. 0.00% No change 28 $3K
MCF Advisors LLC 0.00% New 26 $3K
United Financial Planning Group LLC 0.00% New 26 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% New 25 $3K
Purpose Unlimited Inc. 0.00% Reduce -67.1% 25 $3K
WPG Advisers, LLC 0.00% No change 23 $3K
American Capital Advisory, LLC 0.00% Add +50.0% 21 $2K
Silver Grove Financial Group, Inc. 0.00% New 19 $2K
Sunrise Financial Services, LLC 0.00% No change 19 $2K
Retirement Wealth Solutions LLC 0.00% No change 19 $2K
SJS Investment Consulting Inc. 0.00% Add +35.7% 19 $2K
WestEnd Advisors, LLC 0.00% No change 19 $2K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 18 $2K
Essential Partners LLC 0.00% No change 17 $2K
RMG Wealth Management LLC 0.00% No change 16 $2K
Torren Management, LLC 0.00% Reduce -85.2% 15 $2K
Basepoint Wealth LLC 0.00% No change 14 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $1K
Wolff Wiese Magana LLC 0.00% No change 10 $1K
Activest Wealth Management 0.00% New 10 $1K
Raleigh Capital Management Inc. 0.00% No change 9 $1K
HFM Investment Advisors, LLC 0.00% No change 9 $1K
TopTier Wealth Management, LLC 0.00% New 8 $899
S&T Bank 0.00% New 8 $899
Key Financial Inc 0.00% No change 8 $899
Global Wealth Strategies & Associates 0.00% New 8 $899
Rosenberg Matthew Hamilton 0.00% No change 6 $674
Nvwm, LLC 0.00% No change 5 $562
Creative Financial Designs Inc. 0.00% No change 5 $562
Seneschal Advisors, LLC 0.00% No change 4 $450
Nvest Wealth Strategies, Inc. 0.00% New 4 $450
Murphy & Mullick Capital Management Corp 0.00% No change 4 $449
Investors Portfolio Services LLC 0.00% New 3 $337
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 3 $337
Davis Capital Management 0.00% No change 3 $337
Curio Wealth, LLC 0.00% New 3 $337
Intentional Wealth Strategies, LLC 0.00% — 2 $225
Napier Financial, LLC 0.00% New 2 $225
Meeder Asset Management Inc. 0.00% Reduce -99.5% 1 $112
New Age Alpha Advisors, LLC 0.00% Reduce -99.5% 1 $112
Caitong International Asset Management Co., Ltd 0.00% Reduce -87.5% 1 $112
Ogorek Anthony Joseph /NY/ 0.00% No change 2 $0
Roble, Belko & Company, Inc 0.00% No change 2 $0

"% of holder's portfolio" is ETR's weight in each manager's 13F, not the share of Entergy Corp. the manager owns.