ExelonEXC

13F holders, Q1 2025 (March 31)
1,197holders +95
165new positions
75sold out
7famous investors
$46.07avg. 13F price*

At the end of Q1 2025, 1,197 institutions reported holding Exelon Corp. (EXC) in their 13F filings, up 95 from Q4 2024. 165 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock, Inc. ($5.1B) and State Street Corp. ($2.8B). 7 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Exelon Corp.
Sector
Utilities
CUSIP
30161N101
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions165$619.9M
Exits75$433.8M

All 13F filers, Q4 2024 → Q1 2025: 81,465,348 shares bought and 68,082,300 shares sold, net +13,383,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,197 holders

Vanguard Group Inc. 0.11% Add +0.5% 127,917,037 $5.9B
BlackRock, Inc. 0.11% Add +2.0% 111,047,459 $5.1B
State Street Corp. 0.12% Add +2.5% 61,586,786 $2.8B
Geode Capital Management, LLC 0.10% Add +2.7% 27,026,691 $1.2B
FMR LLC 0.07% Add +46.6% 25,370,465 $1.2B
Lazard Asset Management LLC 1.72% Reduce -9.8% 22,243,429 $1.0B
Wellington Management Group LLP 0.17% Reduce -43.1% 19,609,501 $903.6M
Deutsche Bank AG 0.35% Add +11.6% 19,077,520 $879.1M
Morgan Stanley 0.06% Add +2.7% 17,229,299 $793.9M
T. Rowe Price Associates Inc. 0.09% Reduce -41.9% 16,052,592 $739.7M
Massachusetts Financial Services Co. 0.24% Add +0.7% 15,837,173 $729.8M
Invesco Ltd. 0.12% Add +0.6% 13,802,263 $636.0M
Legal & General Group Plc 0.17% Add +2.1% 13,255,788 $610.8M
Bank of New York Mellon Corp 0.12% Reduce -4.6% 12,853,411 $592.3M
Norges Bank 0.08% Add +0.3% 12,783,196 $589.0M
Northern Trust Corp. 0.09% Add +11.8% 12,531,900 $577.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -7.4% 11,892,137 $548.0M
FIL Ltd 0.44% Add +477.0% 9,987,233 $460.2M
Amundi 0.14% Add +34.3% 8,293,398 $390.6M
Pictet Asset Management Holding SA 0.40% Add +2.0% 7,859,724 $362.2M
Charles Schwab Investment Management Inc. 0.06% Add +1.1% 6,805,596 $313.6M
Barclays PLC 0.14% Add +111.2% 6,802,162 $313.4M
Nordea Investment Management AB 0.30% Add +148.6% 6,219,211 $286.1M
Nuveen, LLC 0.09% — 6,194,179 $285.4M
Goldman Sachs Group Inc. 0.05% Add +0.3% 6,112,401 $281.7M
Franklin Resources Inc. 0.08% Reduce -4.7% 5,969,820 $275.1M
ATLAS Infrastructure Partners (UK) Ltd. 18.78% Add +192.7% 5,795,566 $267.1M
HSBC Holdings PLC 0.16% Reduce -7.0% 5,181,610 $238.4M
UBS Group AG 0.05% Add +63.7% 5,129,901 $236.4M
California Public Employees Retirement System 0.15% Reduce -2.0% 4,513,328 $208.0M
Voya Investment Management LLC 0.26% Reduce -28.6% 4,319,057 $199.0M
Bank of America Corp. 0.02% Add +20.0% 4,284,673 $197.4M
CANADA LIFE ASSURANCE Co 0.33% Reduce -11.6% 4,073,173 $188.1M
BNP Paribas Financial Markets 0.14% Add +22.5% 3,931,506 $181.2M
First Trust Advisors LP 0.16% Reduce -0.2% 3,893,096 $179.4M
JPMorgan Chase & Co. 0.01% Add +42.8% 3,862,659 $178.0M
Cohen & Steers, Inc. 0.32% Add +28.1% 3,700,872 $170.5M
Dimensional Fund Advisors LP 0.04% Add +5.9% 3,542,033 $163.2M
Millennium Management 0.15% Reduce -27.6% 3,259,884 $150.2M
Capital Research Global Investors 0.03% Add +0.2% 3,217,385 $148.3M
Maple-Brown Abbott Ltd 9.91% Add +36.7% 3,154,588 $145.4M
AQR Capital Management 0.15% Add +506.9% 3,117,668 $143.2M
Bank of Montreal 0.07% Reduce -22.0% 2,904,795 $133.9M
Jennison Associates LLC 0.09% Add +58.8% 2,868,449 $132.2M
Macquarie Group Ltd. 0.16% Reduce -10.6% 2,852,463 $131.4M
Swiss National Bank 0.09% Add +0.3% 2,834,155 $130.6M
Swedbank AB 0.17% Add +1.3% 2,780,404 $128.1M
Royal Bank of Canada 0.03% Reduce -30.0% 2,688,260 $123.9M
Point72 Asset Management 0.35% New 2,623,598 $120.9M
Electron Capital Partners, LLC 8.40% New 2,545,014 $117.3M
GQG Partners LLC 0.18% New 2,448,611 $112.8M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +0.7% 2,442,017 $112.5M
Allianz Asset Management GmbH 0.16% Add +42.5% 2,404,318 $110.8M
Victory Capital Management Inc. 0.12% Add +2.0% 2,402,823 $110.7M
Russell Investments Group, Ltd. 0.15% Reduce -22.4% 2,384,935 $109.8M
M&G PLC 0.70% Reduce -19.8% 2,319,645 $106.7M
Canada Pension Plan Investment Board 0.09% Reduce -11.8% 2,116,685 $97.5M
Panagora Asset Management Inc. 0.48% Add +20.6% 2,073,512 $95.5M
Rhumbline Advisers 0.09% Add +4.5% 2,051,186 $94.5M
T. Rowe Price Investment Management, Inc. 0.06% Add +13334.4% 2,038,539 $93.9M
Raymond James Financial Inc. 0.04% Add +215.0% 2,032,264 $93.6M
RWC Asset Management LLP 5.83% Reduce -14.1% 1,998,147 $92.1M
Los Angeles Capital Management LLC 0.39% Add +4.3% 1,913,619 $88.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.52% Add +0.7% 1,910,720 $88.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +14.8% 1,891,122 $87.1M
Qube Research & Technologies Ltd 0.13% Reduce -32.0% 1,860,225 $85.7M
Schroder Investment Management Group 0.08% Add +7.7% 1,698,429 $75.9M
Citigroup Inc. 0.06% Add +27.2% 1,644,249 $75.8M
Robeco Institutional Asset Management B.V. 0.14% Reduce -2.8% 1,579,924 $72.8M
ProShare Advisors LLC 0.16% Add +11.3% 1,572,477 $72.5M
Aviva PLC 0.17% Add +11.5% 1,537,137 $70.8M
Man Group plc 0.22% Reduce -6.4% 1,522,173 $70.1M
Adage Capital Partners Gp, L.L.C. 0.13% Add +56.3% 1,467,432 $67.6M
Ameriprise Financial Inc. 0.02% Add +87.0% 1,463,720 $67.4M
Miller Howard Investments Inc. 2.11% Add +5.5% 1,437,703 $66.2M
Alliancebernstein L.P. 0.02% Add +13.7% 1,420,233 $65.4M
California State Teachers Retirement System 0.08% Add +0.6% 1,380,251 $63.6M
National Pension Service 0.06% Add +1.2% 1,374,676 $63.3M
AXA S.A. 0.21% Add +9.7% 1,365,465 $62.9M
National Bank of Canada 0.07% Add +72.2% 1,274,574 $58.7M
Regions Financial Corp. 0.42% Reduce -0.6% 1,224,615 $56.4M
Principal Financial Group Inc. 0.03% Add +2.5% 1,172,545 $54.0M
Citadel Advisors 0.05% Add +54.7% 1,163,706 $53.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -1.4% 1,115,684 $51.4M
Royal London Asset Management Ltd. 0.12% Add +38.5% 1,100,534 $50.7M
Zurich Insurance Group Ltd 0.39% New 1,037,096 $47.8M
State Board of Administration of Florida Retirement System 0.09% Reduce -2.3% 1,032,942 $47.6M
D. E. Shaw & Co. 0.06% Add +138.3% 1,028,203 $47.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +8.4% 966,914 $44.6M
KLP Kapitalforvaltning As 0.21% Add +0.3% 948,544 $43.7M
Retirement Systems of Alabama 0.17% Reduce -1.0% 935,038 $43.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% Add +12.7% 931,378 $42.9M
Vaughan David Investments LLC 0.98% Reduce -0.6% 908,572 $41.9M
Maryland State Retirement & Pension System 0.99% Add +1.9% 899,269 $41.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +9.2% 899,255 $41.4M
Ofi Invest Asset Management 1.07% Add +35.7% 957,719 $40.9M
TD Asset Management Inc 0.04% Reduce -11.7% 883,173 $40.7M
New York State Common Retirement Fund 0.06% Add +16.9% 856,485 $39.5M
Aberdeen Group plc 0.08% Add +64.4% 857,890 $39.2M
Wells Fargo & Company 0.01% Add +48.4% 820,211 $37.8M
Danske Bank A/S 0.11% Reduce -16.0% 814,553 $37.5M
HITE Hedge Asset Management LLC 2.29% New 800,000 $36.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.10% Reduce -33.5% 795,430 $36.7M
Sei Investments Co. 0.05% Add +15.2% 773,089 $35.6M
Verition Fund Management LLC 0.21% Reduce -47.0% 757,297 $34.9M
APG Asset Management N.V. 0.11% Reduce -5.2% 817,671 $34.9M
New York State Teachers Retirement System 0.08% Reduce -1.9% 747,410 $34.4M
Korea Investment CORP 0.08% Reduce -10.8% 734,131 $33.8M
Magellan Asset Management Ltd 0.41% Reduce -4.3% 727,185 $33.5M
AMF Tjanstepension AB 0.25% Reduce -3.7% 723,352 $33.4M
Mackenzie Financial Corp. 0.04% Add +190.5% 686,395 $31.6M
Nomura Asset Management Co. Ltd. 0.10% Reduce -20.7% 684,725 $31.6M
STRS Ohio 0.13% Add +71.7% 684,687 $31.6M
Prudential Financial Inc. 0.04% Reduce -73.9% 653,949 $30.1M
Susquehanna Fundamental Investments, LLC 0.50% Add +17.6% 651,531 $30.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -5.5% 647,665 $29.8M
Marshall Wace, LLP 0.04% Add +120.7% 636,502 $29.3M
Hudson Bay Capital Management LP 0.21% Add +115.3% 629,154 $29.0M
Natixis Advisors, LLC 0.05% Add +22.7% 625,848 $28.8M
Allspring Global Investments Holdings, LLC 0.05% Add +4.9% 605,628 $27.8M
AE Wealth Management LLC 0.23% Reduce -0.9% 597,259 $27.5M
State of Wisconsin Investment Board 0.07% Add +6.8% 590,060 $27.2M
Alps Advisors Inc. 0.15% Reduce -16.8% 546,681 $25.2M
Achmea Investment Management B.V. 0.37% New 546,111 $25.2M
Toronto Dominion Bank 0.06% Reduce -6.9% 535,975 $24.7M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.0% 528,385 $24.3M
American Century Companies Inc. 0.01% Reduce -3.0% 527,061 $24.3M
Glenmede Trust Co. NA 0.13% Reduce -14.4% 518,105 $23.9M
Trexquant Investment LP 0.28% Add +1757.4% 513,997 $23.7M
Martingale Asset Management L P 0.57% Add +15.7% 487,658 $22.5M
Cerity Partners LLC 0.05% Add +14.9% 485,968 $22.4M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -89.0% 479,100 $22.1M
Advisors Capital Management, LLC 0.33% New 463,422 $21.4M
Treasurer of the State of North Carolina 0.08% Add +4.1% 457,935 $21.1M
Envestnet Asset Management Inc. 0.01% Add +22.0% 450,524 $20.8M
Alberta Investment Management Corp 0.15% Reduce -12.6% 448,817 $20.7M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +56.4% 440,546 $20.3M
Credit Agricole S A 0.07% Add +6.6% 425,514 $19.6M
Beck Bode, LLC 3.59% Reduce -3.3% 417,589 $19.2M
Storebrand Asset Management As 0.06% Add +19.3% 411,747 $19.0M
Asset Management One Co., Ltd. 0.07% Add +6.6% 411,063 $18.9M
DNB Asset Management AS 0.08% Reduce -5.0% 399,439 $18.4M
State of Tennessee, Department of Treasury 0.07% Add +219.3% 397,528 $18.3M
Corebridge Financial, Inc. 0.10% Reduce -4.1% 395,233 $18.2M
Nisa Investment Advisors, LLC 0.09% Add +91.8% 392,302 $18.1M
Davidson Investment Advisors 0.89% Add +3.5% 391,168 $18.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Add +309.4% 385,568 $17.8M
Gabelli Funds LLC 0.14% Reduce -0.5% 382,536 $17.6M
Rafferty Asset Management, LLC 0.07% Reduce -17.3% 380,375 $17.5M
Prudential PLC 0.09% Add +186.3% 379,550 $17.5M
LPL Financial LLC 0.01% Add +5.3% 371,350 $17.1M
Mn Services Vermogensbeheer B.V. 0.13% Reduce -5.0% 368,600 $17.0M
Commonwealth Equity Services, LLC 0.02% Add +9.1% 362,523 $16.7M
Public Employees Retirement System of Ohio 0.06% Reduce -9.7% 362,357 $16.7M
Public Sector Pension Investment Board 0.07% Add +37.6% 358,804 $16.5M
QRG Capital Management, Inc. 0.16% Add +16.0% 342,729 $15.8M
Guggenheim Capital LLC 0.15% Reduce -19.6% 341,507 $15.7M
Calamos Advisors LLC 0.11% Add +1.1% 339,785 $15.7M
Acadian Asset Management LLC 0.04% Add +26.4% 336,334 $15.5M
State of New Jersey Common Pension Fund D 0.07% Reduce -6.7% 335,547 $15.5M
Busey Bank 0.52% Add +2.7% 335,032 $15.4M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +19.1% 345,090 $15.4M
Resona Asset Management Co.,Ltd. 0.09% Add +8.2% 335,698 $15.4M
PNC Financial Services Group, Inc. 0.01% Add +3.6% 332,085 $15.3M
CIBC Asset Management Inc 0.05% Add +0.6% 324,614 $15.0M
ING Groep NV 0.10% Reduce -13.6% 322,294 $14.9M
Lansforsakringar Fondforvaltning AB (publ) 0.09% Reduce -50.4% 318,155 $14.7M
Van Eck Associates Corp. 0.02% Add +1.0% 316,770 $14.6M
Illinois Municipal Retirement Fund 0.21% Reduce -13.9% 309,135 $14.2M
Wealthfront Advisers LLC 0.04% Add +364.6% 303,504 $14.0M
Voleon Capital Management LP 1.07% Reduce -17.5% 297,967 $13.7M
Engineers Gate Manager LP 0.23% Add +77.1% 297,735 $13.7M
Arizona State Retirement System 0.09% Add +3.6% 294,857 $13.6M
Cubist Systematic Strategies, LLC 0.17% New 286,189 $13.2M
HighTower Advisors, LLC 0.02% Add +8.3% 280,148 $12.9M
Ethic Inc. 0.26% Add +12.8% 278,134 $12.8M
State of Michigan Retirement System 0.07% No change 272,703 $12.6M
Swiss Life Asset Management Ltd 0.09% Add +85.7% 271,277 $12.5M
SummitTX Capital, L.P. 0.55% — 270,728 $12.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +141.2% 269,101 $12.4M
Quantinno Capital Management LP 0.08% Add +140.3% 266,194 $12.3M
Kayne Anderson Capital Advisors LP 0.27% Add +23.5% 264,882 $12.2M
IFM Investors Pty Ltd 0.13% Reduce -19.1% 263,428 $12.1M
DekaBank Deutsche Girozentrale 0.02% Reduce -0.4% 271,571 $12.0M
MetLife Investment Management, LLC 0.06% Reduce -1.8% 260,998 $12.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -64.5% 258,017 $11.9M
Investment Management Corp of Ontario 0.24% Add +79.3% 254,840 $11.7M
Forsta Ap-Fonden 0.09% Add +7.3% 252,300 $11.6M
Van Hulzen Asset Management, LLC 1.05% Reduce -29.2% 250,215 $11.5M
Nissay Asset Management Corp. /Japan 0.07% Add +10.2% 248,245 $11.4M
Cetera Investment Advisers 0.02% Add +3.1% 245,785 $11.3M
MUFG Securities EMEA plc 0.29% New 243,000 $11.2M
Ensign Peak Advisors, Inc 0.02% Reduce -4.6% 242,952 $11.2M
Caisse de depot et placement du Quebec 0.02% New 242,000 $11.2M
Fisher Funds Management LTD 0.27% No change 240,789 $11.1M
Daiwa Securities Group Inc. 0.05% Add +10.4% 238,593 $11.0M
Varma Mutual Pension Insurance Co 0.09% Add +5.2% 236,415 $10.9M
BNP Paribas 0.44% New 231,508 $10.7M
Czech National Bank 0.10% Add +6.0% 230,882 $10.6M
GMO 0.03% Reduce -7.1% 230,197 $10.6M
Creative Planning 0.01% Add +12.9% 220,059 $10.1M
Corient Private Wealth LP 0.02% Add +3.0% 216,355 $10.0M
Comerica Bank 0.04% Add +8.6% 212,037 $9.8M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +160.3% 211,639 $9.7M
Gotham Asset Management 0.08% Add +22.0% 206,347 $9.5M
Amalgamated Bank 0.08% Add +1.3% 197,224 $9.1M
Jane Street Group, LLC 0.02% Add +673.1% 195,833 $9.0M
Erste Asset Management GmbH 0.12% Add +27.6% 199,371 $9.0M
GF Fund Management Co. LTD. 0.21% Add +1.8% 193,831 $8.9M
Teacher Retirement System of Texas 0.04% Add +227.9% 193,492 $8.9M
Edgestream Partners, L.P. 0.30% Add +354.9% 193,388 $8.9M
Osaic Holdings, Inc. 0.02% Add +15.9% 192,261 $8.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +0.3% 192,164 $8.9M
Heartland Advisors Inc. 0.51% Reduce -36.0% 191,428 $8.8M
Headlands Technologies LLC 1.00% Add +65.8% 190,210 $8.8M
Greenland Capital Management LP 1.55% Reduce -22.1% 189,518 $8.7M
Ausbil Investment Management Ltd 5.25% No change 186,786 $8.6M
Assenagon Asset Management S.A. 0.01% Reduce -90.5% 179,791 $8.3M
Mercer Global Advisors Inc. 0.02% Add +15.6% 178,645 $8.2M
NEOS Investment Management LLC 0.16% Add +36.0% 178,587 $8.2M
B. Metzler seel. Sohn & Co. AG 0.08% Reduce -0.3% 175,042 $8.1M
Mariner, LLC 0.01% Add +26.5% 174,781 $8.1M
Rockefeller Capital Management L.P. 0.02% Add +26.1% 172,112 $7.9M
New Age Alpha Advisors, LLC 0.35% Add +93.5% 170,360 $7.9M
ASR Vermogensbeheer N.V. 0.11% — 167,859 $7.7M
US Bancorp \de 0.01% Add +1.7% 166,752 $7.7M
South Dakota Investment Council 0.16% No change 166,085 $7.7M
Utah Retirement Systems 0.09% No change 165,511 $7.6M
Yousif Capital Management, LLC 0.09% Add +11.2% 162,643 $7.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.2% 158,825 $7.3M
Allianz SE 0.19% No change 158,197 $7.3M
Candriam S.C.A. 0.05% Reduce -12.8% 156,240 $7.2M
iA Global Asset Management Inc. 0.12% Add +44.1% 156,084 $7.2M
New York Life Investment Management LLC 0.07% Reduce -0.2% 155,295 $7.2M
KBC Group NV 0.02% Reduce -54.0% 151,573 $7.0M
Xponance LLC 0.07% Add +1.3% 150,728 $6.9M
Ilmarinen Mutual Pension Insurance Co 0.06% Add +108.3% 150,000 $6.9M
Northwest & Ethical Investments L.P. 0.18% Reduce -59.5% 147,816 $6.8M
Janney Montgomery Scott LLC 0.02% New 147,469 $6.8M
Police & Firemen's Retirement System of New Jersey 0.07% No change 145,082 $6.7M
Hennessy Advisors Inc. 0.22% Reduce -4.8% 144,031 $6.6M
Susquehanna International Group, LLP 0.01% Reduce -84.9% 141,372 $6.5M
Graham Capital Management, L.P. 0.30% Reduce -40.5% 140,346 $6.5M
Federated Hermes, Inc. 0.01% Add +346.9% 139,355 $6.4M
Agf Management Ltd. 0.03% Add +35.9% 138,813 $6.4M
Fifth Third Bancorp 0.02% Add +1.2% 138,356 $6.4M
Intact Investment Management Inc. 0.22% Reduce -1.3% 137,100 $6.3M
Edmond DE Rothschild Holding S.A. 0.11% Add +8.5% 137,002 $6.3M
Banco Santander, S.A. 0.07% No change 136,407 $6.3M
LBP Am SA 0.10% Reduce -1.7% 134,105 $6.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Reduce -18.7% 133,650 $6.2M
Flputnam Investment Management Co. 0.11% New 130,778 $6.0M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.1% 130,576 $6.0M
Pacer Advisors, Inc. 0.02% Reduce -23.3% 129,596 $6.0M
Shelton Capital Management 0.14% Reduce -4.0% 129,081 $5.9M
Louisiana State Employees Retirement System 0.12% Add +0.1% 127,500 $5.9M
Neuberger Berman Group LLC 0.00% Add +37.3% 126,978 $5.8M
Rakuten Investment Management, Inc. 0.03% — 128,587 $5.7M
Vanguard Personalized Indexing Management, LLC 0.08% Add +10.2% 124,351 $5.7M
USS Investment Management Ltd 0.04% No change 124,157 $5.7M
Decade Renewable Partners LP 4.31% Reduce -77.1% 122,300 $5.6M
Richard Bernstein Advisors LLC 0.14% Reduce -5.0% 121,672 $5.6M
Cibc World Markets Corp. 0.04% Reduce -32.9% 121,231 $5.6M
New England Asset Management Inc. 0.95% Add +0.6% 120,915 $5.6M
Johnson Financial Group, Inc. 0.27% Reduce -3.1% 117,874 $5.4M
State of Alaska, Department of Revenue 0.06% Add +2.8% 117,750 $5.4M
Stifel Financial Corp. 0.01% Reduce -4.4% 117,561 $5.4M
Wasatch Advisors LP 0.03% Reduce -11.5% 117,327 $5.4M
Mutual of America Capital Management LLC 0.06% Reduce -2.9% 116,877 $5.4M
Qsemble Capital Management, LP 0.56% Add +558.2% 114,152 $5.3M
Caisse Des Depots Et Consignations 0.25% No change 113,783 $5.2M
Elo Mutual Pension Insurance Co 0.12% Add +2.5% 112,329 $5.2M
Bank of Nova Scotia 0.01% Reduce -21.9% 111,945 $5.2M
Polymer Capital Management (US) LLC 1.53% New 110,000 $5.1M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +174.6% 109,354 $5.0M
Generali Asset Management SPA SGR 0.12% Add +41.1% 105,858 $4.9M
OP Asset Management Ltd 0.08% — 105,389 $4.9M
Profund Advisors LLC 0.21% Reduce -19.1% 104,875 $4.8M
Shell Asset Management Co. 0.23% Reduce -3.0% 104,665 $4.8M
O'shaughnessy Asset Management, LLC 0.04% Add +48.0% 103,651 $4.8M
Avanza Fonder AB 0.16% Reduce -1.6% 103,421 $4.8M
FineMark National Bank & Trust 0.17% Add +3.6% 102,522 $4.7M
Brevan Howard Capital Management LP 0.13% New 101,976 $4.7M
Mesirow Financial Investment Management, Inc. 0.09% Add +98.3% 101,750 $4.7M
Kestra Advisory Services, LLC 0.02% Reduce -3.3% 101,372 $4.7M
Patton Fund Management, Inc. 1.12% New 100,602 $4.6M
American Assets Investment Management, LLC 0.40% No change 100,000 $4.6M
Metis Global Partners, LLC 0.13% Add +10.2% 99,160 $4.6M
MML Investors Services, LLC 0.02% Add +21.0% 98,371 $4.5M
DRW Securities, LLC 0.38% Reduce -68.8% 98,145 $4.5M
Pathstone Holdings, LLC 0.02% Add +9.3% 98,104 $4.5M
M&T Bank Corp 0.02% Reduce -4.0% 95,899 $4.4M
Trinity Legacy Partners, LLC 1.10% New 101,251 $4.4M
Middleton & Co. Inc. 0.51% Reduce -1.1% 94,297 $4.3M
Oregon Public Employees Retirement Fund 0.08% Add +5.5% 90,901 $4.2M
Banque Cantonale Vaudoise 0.18% — 89,395 $4.1M
Nebula Research & Development LLC 0.38% New 89,246 $4.1M
Janus Henderson Group PLC 0.00% Reduce -31.3% 91,195 $4.1M
Liontrust Investment Partners LLP 0.06% New 87,467 $4.0M
Cornerstone Advisors, LLC 0.17% Reduce -0.3% 87,200 $4.0M
Norinchukin Bank, The 0.07% Add +43.0% 86,629 $4.0M
Baillie Gifford & Co. 0.00% No change 86,030 $4.0M
UniSuper Management Pty Ltd 0.03% Reduce -6.0% 84,993 $3.9M
SG Americas Securities, LLC 0.01% Add +714.8% 84,962 $3.9M
Woodline Partners LP 0.03% Add +40.7% 84,925 $3.9M
Two Sigma Investments, LP 0.01% Reduce -78.0% 84,600 $3.9M
HighPoint Advisor Group LLC 0.22% Reduce -0.5% 80,216 $3.8M
Mizuho Securities USA LLC 0.08% Reduce -15.5% 80,488 $3.7M
Sciencast Management LP 0.85% Reduce -1.2% 79,887 $3.7M
Ieq Capital, LLC 0.03% Add +27.4% 78,962 $3.6M
Campbell & CO Investment Adviser LLC 0.28% New 78,606 $3.6M
Truist Financial Corp. 0.01% Reduce -17.6% 77,904 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% Add +4.9% 77,739 $3.6M
Integrated Advisors Network LLC 0.18% Add +384.6% 76,807 $3.5M
Energy Income Partners, LLC 0.07% Add +4.8% 76,688 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Reduce -17.7% 75,191 $3.5M
Ostrum Asset Management 0.18% Add +27.2% 74,922 $3.5M
Morton Community Bank 0.90% Reduce -2.0% 74,647 $3.4M
Private Advisor Group, LLC 0.02% Add +14.2% 73,740 $3.4M
Tounjian Advisory Partners, LLC 0.64% — 73,660 $3.4M
Magnetar Financial LLC 0.05% New 73,023 $3.4M
Nomura Holdings Inc. 0.02% Reduce -22.2% 72,631 $3.3M
Empowered Funds, LLC 0.05% Add +26.2% 72,308 $3.3M
Pekin Hardy Strauss, Inc. 0.40% Reduce -5.3% 71,415 $3.3M
Tower Research Capital LLC (TRC) 0.10% Reduce -30.3% 70,801 $3.2M
Te Ahumairangi Investment Management Ltd 0.67% Reduce -19.1% 68,536 $3.2M
Kentucky Retirement Systems 0.10% Reduce -0.6% 68,313 $3.1M
Harvest Fund Management Co., Ltd 0.15% Add +13.0% 66,830 $3.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 66,598 $3.1M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -21.7% 64,971 $3.0M
Sterling Capital Management LLC 0.05% Add +8.4% 64,732 $3.0M
Huntington National Bank 0.03% Add +9.6% 64,402 $3.0M
Brookstone Capital Management 0.04% Add +22.5% 63,371 $2.9M
M. Kulyk & Associates, LLC 0.66% Reduce -9.5% 62,997 $2.9M
Captrust Financial Advisors 0.01% Add +26.1% 62,974 $2.9M
Cibc World Market Inc. 0.01% Reduce -0.8% 62,508 $2.9M
Brandywine Global Investment Management, LLC 0.02% Reduce -95.5% 62,380 $2.9M
Viking Fund Management LLC 0.41% No change 62,000 $2.9M
Hartford Investment Management Co. 0.10% Reduce -1.0% 60,951 $2.8M
Crossmark Global Holdings, Inc. 0.05% Reduce -0.5% 59,940 $2.8M
Caprock Group, LLC 0.08% Add +26.6% 59,913 $2.8M
NewEdge Advisors, LLC 0.02% Add +53.0% 59,754 $2.8M
Gulf International Bank (UK) Ltd 0.09% Reduce -24.3% 58,940 $2.7M
J.W. Cole Advisors, Inc. 0.08% Add +607.5% 58,815 $2.7M
AlphaQuest LLC 0.29% Add +16.0% 58,618 $2.7M
Commerzbank Aktiengesellschaft 0.06% Add +4.4% 58,324 $2.7M
Bragg Financial Advisors, Inc 0.11% Reduce -5.3% 57,118 $2.6M
Financial Counselors Inc. 0.04% Reduce -3.6% 56,762 $2.6M
Empire Financial Management Company, LLC 0.81% No change 56,711 $2.6M
Opus Investment Management Inc. 1.84% No change 56,000 $2.6M
Plato Investment Management Ltd 0.21% Reduce -11.8% 53,399 $2.5M
Vident Advisory, LLC 0.04% Add +45.4% 53,664 $2.5M
Abundance Wealth Counselors 0.52% Add +16.1% 54,214 $2.5M
Covington Investment Advisors Inc. 0.38% No change 53,424 $2.5M
Securian Asset Management, Inc. 0.07% Reduce -1.6% 53,161 $2.4M
Jamison Private Wealth Management, Inc. 0.37% Add +2.0% 53,156 $2.4M
Strategic Planning, Inc. 1.35% — 51,808 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Add +3.0% 51,644 $2.4M
Brown Advisory Inc. 0.00% Add +1.5% 51,625 $2.4M
Avantax Advisory Services, Inc. 0.01% Add +11.1% 51,418 $2.4M
Principle Wealth Partners LLC 0.17% Add +3.5% 51,005 $2.4M
Natixis 0.01% Add +18.8% 51,283 $2.3M
Squarepoint Ops LLC 0.01% Reduce -90.7% 50,280 $2.3M
Commerce Bank 0.01% Reduce -0.2% 49,808 $2.3M
Steel Grove Capital Advisors, LLC 0.34% Add +2.0% 48,390 $2.2M
WealthTrust Axiom LLC 0.68% Add +1.4% 48,317 $2.2M
1832 Asset Management L.P. 0.00% Reduce -0.5% 47,728 $2.2M
Hennion & Walsh Asset Management, Inc. 0.10% Add +19.1% 47,546 $2.2M
Keeley-Teton Advisors, LLC 0.27% Add +7.0% 47,439 $2.2M
Narwhal Capital Management 0.19% No change 47,180 $2.2M
Blair William & Co. 0.01% Add +10.6% 47,086 $2.2M
New Mexico Educational Retirement Board 0.08% Reduce -1.5% 46,959 $2.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% — 45,400 $2.1M
Assetmark, Inc. 0.01% Reduce -2.0% 45,325 $2.1M
Intech Investment Management LLC 0.02% Add +24.6% 44,576 $2.1M
DC Investments Management, LLC 1.05% Reduce -6.2% 44,187 $2.0M
Allstate Corp. 0.06% Add +45.8% 44,162 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +2.1% 42,865 $2.0M
Ameritas Investment Partners, Inc. 0.07% Add +2.2% 42,662 $2.0M
AG2R La Mondiale Gestion D'actifs 0.11% — 44,412 $1.9M
Diversified Trust Co. 0.05% Add +89.5% 42,011 $1.9M
E. Ohman J:or Asset Management AB 0.05% Reduce -5.2% 41,724 $1.9M
Sanctuary Advisors, LLC 0.01% Add +5.7% 41,652 $1.9M
Sompo Asset Management Co., Ltd. 0.36% Reduce -1.8% 41,510 $1.9M
Thrivent Financial for Lutherans 0.00% Add +0.0% 41,249 $1.9M
TD Waterhouse Canada Inc. 0.02% Reduce -3.6% 85,131 $1.9M
StoneX Group Inc. 0.10% Add +8.2% 39,878 $1.8M
Focus Partners Wealth 0.00% Reduce -1.5% 39,831 $1.8M
Rothschild Investment LLC 0.12% Reduce -0.1% 39,523 $1.8M
Providence Wealth Advisors, LLC 1.36% Add +0.6% 39,342 $1.8M
Versor Investments LP 0.29% Reduce -27.9% 39,000 $1.8M
Vestcor Inc 0.06% Add +26.3% 38,546 $1.8M
MAI Capital Management 0.01% Reduce -0.6% 37,504 $1.7M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +4.0% 37,273 $1.7M
Groupama Asset Managment 0.03% Reduce -24.3% 38,394 $1.7M
GTS Securities LLC 0.07% Add +267.9% 36,831 $1.7M
Trust Co. of Toledo NA 0.22% Add +2.3% 36,267 $1.7M
Cresset Asset Management, LLC 0.01% Add +359.0% 36,096 $1.7M
Lido Advisors, LLC 0.01% Add +30.5% 35,979 $1.7M
&partners 0.02% Add +7.6% 36,900 $1.7M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.0% 35,765 $1.6M
Praxis Investment Management Inc. 0.11% Add +26.5% 35,630 $1.6M
HB Wealth Management, LLC 0.01% Add +46.1% 35,534 $1.6M
Etesian Wealth Advisors, Inc. 0.71% Reduce -3.6% 35,524 $1.6M
Pensionfund Sabic 0.49% Reduce -14.5% 35,500 $1.6M
Empirical Finance, LLC 0.10% Add +2.4% 34,586 $1.6M
Iowa State Bank 0.34% Reduce -11.4% 34,397 $1.6M
Advisors Asset Management, Inc. 0.03% Add +160.1% 34,151 $1.6M
Savant Capital, LLC 0.01% Reduce -2.0% 34,073 $1.6M
Cwm, LLC 0.01% Add +0.7% 33,775 $1.6M
Howard Capital Management, LLC 0.04% Reduce -7.7% 33,569 $1.5M
BTG Pactual Asset Management US LLC 0.20% Reduce -87.6% 33,257 $1.5M
Foster & Motley Inc. 0.10% Reduce -6.2% 33,244 $1.5M
USA Financial Formulas 0.25% New 32,821 $1.5M
Point72 (DIFC) Ltd 0.14% New 32,496 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -23.5% 32,421 $1.5M
Spire Wealth Management 0.05% Add +245.2% 32,210 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 31,971 $1.5M
Argyle Capital Management, LLC 0.55% Add +1.3% 31,942 $1.5M
Westpac Banking Corp. 0.11% Add +27.1% 31,931 $1.5M
AlphaStar Capital Management, LLC 0.15% Add +3.7% 31,643 $1.5M
Generali Investments CEE, investicni spolecnost, a.s. 0.14% No change 31,600 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.2% 31,362 $1.4M
Wallace Hart LLC 3.60% New 31,087 $1.4M
Advanced Asset Management Advisors Inc 0.39% No change 30,396 $1.4M
Essex LLC 0.30% No change 29,985 $1.4M
Baird Financial Group, Inc. 0.00% Add +11.5% 29,894 $1.4M
Burney Co./ 0.05% Reduce -12.9% 29,782 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -4.1% 29,096 $1.3M
Park Avenue Securities LLC 0.02% Add +47.9% 29,059 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -0.4% 29,005 $1.3M
Summit Trail Advisors, LLC 0.04% Add +55.6% 28,755 $1.3M
E Fund Management Co., Ltd. 0.06% Add +97.2% 28,180 $1.3M
Exchange Traded Concepts, LLC 0.02% Add +182.5% 28,174 $1.3M
111 Capital 0.25% Add +198.6% 28,149 $1.3M
Pinnbrook Capital Management LP 0.84% New 28,095 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +25.0% 28,066 $1.3M
AIA Group Ltd 0.03% Reduce -59.7% 27,787 $1.3M
Tobam 0.54% Add +1079.8% 27,619 $1.3M
Affinity Investment Advisors, LLC 1.03% Add +50.2% 27,535 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Add +4.8% 27,500 $1.3M
Samjo Management, LLC 0.53% No change 27,100 $1.2M
NorthCoast Asset Management LLC 0.01% Reduce -74.6% 26,950 $1.2M
International Assets Investment Management, LLC 0.11% Add +4.2% 26,913 $1.2M
Andra AP-fonden 0.02% Reduce -30.9% 26,530 $1.2M
Redhawk Wealth Advisors, Inc. 0.16% Add +332.0% 25,996 $1.2M
D.A. Davidson & Co. 0.01% Add +2.0% 25,983 $1.2M
Parallax Volatility Advisers, L.P. 0.05% New 25,950 $1.2M
Aviso Wealth Management 0.63% Reduce -2.8% 25,835 $1.2M
Convergence Investment Partners, LLC 0.33% New 25,622 $1.2M
World Equity Group, Inc. 0.34% Add +48.1% 25,549 $1.2M
Point Windward Advisors Inc. 0.47% Reduce -2.9% 25,489 $1.2M
Wexford Capital LP 0.30% Reduce -61.2% 25,275 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +8.4% 25,184 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +20.5% 25,161 $1.2M
Uncommon Cents Investing LLC 0.34% Reduce -1.4% 25,011 $1.2M
Peapack Gladstone Financial Corp. 0.02% Reduce -15.6% 25,001 $1.2M
China Universal Asset Management Co., Ltd. 0.11% Add +51.8% 24,828 $1.1M
Transcend Capital Advisors, LLC 0.08% Add +2.4% 24,791 $1.1M
AdvisorNet Financial, Inc 0.08% Add +2.3% 24,646 $1.1M
VestGen Advisors, LLC 0.05% — 24,620 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +2.7% 24,210 $1.1M
Greenleaf Trust 0.01% Add +16.0% 24,125 $1.1M
Algert Global LLC 0.03% Add +84.4% 23,973 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -0.5% 23,774 $1.1M
Radnor Capital Management, LLC 0.18% Reduce -34.5% 23,707 $1.1M
CI Investments Inc. 0.00% Add +179.7% 23,691 $1.1M
Townsquare Capital LLC 0.01% Add +25.1% 23,644 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -2.7% 23,578 $1.1M
Harbor Capital Advisors, Inc. 0.05% Reduce -19.9% 23,510 $1.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -5.5% 23,450 $1.1M
Allworth Financial LP 0.01% Add +1.7% 23,219 $1.1M
Tidal Investments LLC 0.01% Reduce -55.5% 23,323 $1.1M
Scientech Research LLC 0.28% New 23,264 $1.1M
Quantbot Technologies LP 0.03% New 23,221 $1.1M
FRG Family Wealth Advisors LLC 0.20% Reduce -5.0% 22,774 $1.0M
Chicago Partners Investment Group LLC 0.03% Add +10.5% 22,294 $1.0M
HBK Sorce Advisory LLC 0.03% Reduce -3.4% 22,384 $1.0M
TD Private Client Wealth LLC 0.03% Add +16.0% 22,360 $1.0M
Boothbay Fund Management, LLC 0.04% New 22,164 $1.0M
Kingsview Wealth Management, LLC 0.02% Reduce -1.5% 21,949 $1.0M
Elevated Capital Advisors, LLC 0.28% Add +0.9% 21,946 $1.0M
V-Square Quantitative Management LLC 0.15% Reduce -0.1% 21,559 $993K
Intrust Bank NA 0.10% Add +23.4% 21,442 $988K
Choreo, LLC 0.02% Add +16.6% 21,413 $987K
Gladstone Institutional Advisory LLC 0.05% Add +95.1% 21,384 $985K
United Services Automobile Association 0.03% No change 21,990 $983K
Lanark Financial, Inc. 0.08% — 21,294 $981K
Sowell Financial Services LLC 0.04% Add +0.8% 21,151 $975K
Camarda Financial Advisors, LLC 0.44% New 21,104 $972K
Meeder Advisory Services, Inc. 0.06% Add +4.0% 21,024 $969K
Independent Advisor Alliance 0.03% Add +3.2% 20,898 $963K
Vinva Investment Management Ltd 0.04% Reduce -69.4% 21,415 $957K
Hartford Financial Management Inc. 0.20% No change 20,500 $945K
Tiaa Trust, National Association 0.00% Reduce -10.5% 20,462 $943K
one8zero8, LLC 0.22% Add +0.3% 20,283 $935K
Merit Financial Group, LLC 0.01% Add +266.6% 19,935 $919K
Wedbush Securities Inc. 0.03% Add +2.6% 19,911 $918K
GAMMA Investing LLC 0.07% Add +26.9% 19,751 $910K
Independent Financial Group, LLC 0.03% Add +182.2% 19,626 $904K
Coldstream Capital Management Inc. 0.02% Add +5.9% 19,537 $900K
Horizon Investments, LLC 0.03% Add +4.7% 19,698 $900K
Apollon Wealth Management, LLC 0.02% Add +10.2% 19,520 $899K
Siemens Fonds Invest GmbH 0.06% Add +79.4% 19,439 $896K
Qtron Investments LLC 0.13% Add +22.5% 18,926 $872K
Penserra Capital Management LLC 0.02% Add +619.8% 18,917 $870K
Orion Porfolio Solutions, LLC 0.01% Add +118.1% 18,833 $868K
Orion Portfolio Solutions, LLC 0.01% Add +118.1% 18,833 $868K
Modern Wealth Management, LLC 0.03% Add +23.3% 18,723 $863K
44 Wealth Management LLC 0.32% Reduce -0.6% 18,555 $855K
Principal Securities, Inc. 0.02% No change 22,612 $851K
Equitable Holdings, Inc. 0.01% Add +3.2% 18,414 $849K
Spirit of America Management Corp. 0.17% Add +2.8% 18,200 $839K
Integrity Alliance, Llc. 0.03% New 18,112 $835K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.2% 18,091 $834K
Waverly Advisors, LLC 0.01% Add +90.7% 17,945 $827K
Community Bank, N.A. 0.11% Reduce -5.8% 17,910 $825K
Sherbrooke Park Advisers LLC 0.38% Reduce -42.5% 17,871 $823K
Reaves W H & Co. Inc. 0.02% No change 17,840 $822K
Ossiam 0.01% Reduce -66.4% 17,835 $822K
Mufg Securities Americas Inc. 0.10% Add +20.0% 17,793 $820K
Ballentine Partners, LLC 0.01% Add +12.7% 17,590 $811K
Simmons Bank 0.06% Reduce -2.4% 17,497 $806K
Atria Investments, Inc 0.01% Add +9.2% 17,468 $805K
Focus Partners Advisor Solutions, LLC 0.01% Add +55.8% 17,342 $799K
CW Advisors, LLC 0.01% Add +159.0% 17,220 $787K
Napa Wealth Management 0.44% New 17,029 $785K
IHT Wealth Management, LLC 0.02% Reduce -4.4% 17,026 $785K
Occudo Quantitative Strategies LP 0.10% New 17,365 $776K
Bailard, Inc. 0.02% Add +11.5% 16,828 $775K
Jones Financial Companies LLLP 0.00% Add +28.9% 17,267 $773K
Savvy Advisors, Inc. 0.08% Add +5.7% 16,556 $763K
Summit Global Investments 0.06% New 16,505 $761K
Aptus Capital Advisors, LLC 0.01% Add +14.9% 16,506 $761K
North Star Investment Management Corp. 0.06% Add +0.4% 16,474 $759K
Cooper Financial Group 0.10% Add +10.2% 16,444 $758K
Jacobi Capital Management LLC 0.06% Add +0.8% 16,440 $758K
Foundations Investment Advisors, LLC 0.01% Add +140.5% 16,428 $757K
Nexus Investment Management ULC 0.09% Add +15.3% 11,415 $757K
San Luis Wealth Advisors LLC 0.17% New 16,141 $744K
Wilmington Savings Fund Society, FSB 0.01% Add +63.1% 16,077 $741K
Signaturefd, LLC 0.01% Add +6.9% 16,042 $739K
Sigma Planning Corp 0.02% Add +3.3% 16,006 $738K
Steph & Co. 0.26% Reduce -5.7% 15,809 $728K
Texas Bank & Trust Co 0.31% Reduce -5.5% 15,788 $728K
Wealthcare Capital Partners, LLC 0.37% Add +0.8% 15,755 $726K
CIBC Private Wealth Group LLC 0.00% Reduce -0.2% 16,283 $724K
Quadrant Capital Group LLC 0.03% Add +191.2% 15,600 $719K
Atria Wealth Solutions, Inc. 0.01% Add +11.4% 15,490 $714K
Frank, Rimerman Advisors LLC 0.06% Add +13.3% 15,427 $711K
LaSalle St. Investment Advisors, LLC 0.17% Add +1.0% 15,390 $709K
Lakeside Advisors, INC. 0.47% Reduce -5.5% 15,358 $708K
Sargent Investment Group, LLC 0.11% Add +29.4% 15,335 $707K
Ameritas Advisory Services, LLC 0.03% No change 17,334 $706K
Archer Investment Corp 0.18% No change 15,278 $704K
Perigon Wealth Management, LLC 0.02% Add +3.2% 15,253 $703K
Ingalls & Snyder LLC 0.02% Reduce -0.2% 15,198 $700K
STF Management LP 0.34% Reduce -0.0% 15,164 $699K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -31.0% 15,097 $696K
Kestra Private Wealth Services, LLC 0.01% Add +8.6% 15,007 $692K
Kingswood Wealth Advisors, LLC 0.06% Add +100.9% 14,945 $689K
R Squared Ltd 0.73% Add +270.3% 14,810 $682K
TCW Group Inc. 0.01% Add +5.7% 14,766 $680K
Caldwell Trust Co 0.07% Reduce -7.5% 14,538 $670K
Raiffeisen Bank International AG 0.01% Reduce -37.1% 14,620 $654K
BLB&B Advisors, LLC 0.03% Reduce -0.9% 14,175 $653K
Black Diamond Financial, LLC 0.10% Add +0.0% 14,147 $652K
Legacy Advisors, LLC 0.07% New 14,093 $649K
RIA Advisory Group LLC 0.21% Add +24.4% 14,046 $647K
Florida Trust Wealth Management Co 0.02% Add +16.7% 13,985 $644K
Moody National Bank Trust Division 0.07% Reduce -10.0% 13,958 $643K
TriaGen Wealth Management LLC 0.23% New 13,949 $643K
Wolverine Trading, LLC 0.02% Add +76.3% 14,366 $642K
Farther Finance Advisors, LLC 0.02% Add +126.0% 13,972 $642K
Sumitomo Life Insurance Co. 0.02% Add +1.4% 13,873 $639K
Fifth Third Wealth Advisors LLC 0.03% Reduce -12.9% 13,871 $639K
PFG Investments, LLC 0.04% Add +4.0% 13,683 $631K
SageView Advisory Group, LLC 0.03% Add +10.5% 13,674 $630K
Kintegral Advisory, LLC 0.06% Reduce -0.3% 13,589 $626K
Investors Research Corp 0.13% No change 13,484 $621K
Partnership Wealth Management, LLC 0.53% No change 13,467 $621K
Callan Capital, LLC 0.05% Add +10.9% 13,417 $618K
iSAM Funds (UK) Ltd 0.30% New 13,384 $617K
Twinbeech Capital LP 0.01% New 13,332 $614K
LSP Investment Advisors, LLC 0.53% No change 13,274 $612K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 13,222 $609K
Beacon Pointe Advisors, LLC 0.01% Add +1.5% 13,135 $605K
Plimoth Trust Co. LLC 0.16% Reduce -4.1% 13,045 $601K
PTM Wealth Management, LLC 0.63% — 13,422 $597K
ICICI Prudential Asset Management Co Ltd 0.08% Reduce -1.5% 12,893 $594K
LSV Asset Management 0.00% Reduce -8.5% 12,900 $594K
Cornerstone National Bank & Trust Co 0.27% No change 12,860 $593K
Diversified Enterprises, LLC 0.05% Add +2.8% 12,848 $592K
LGT Group Foundation 0.01% No change 12,647 $583K
Tsfg, LLC 0.12% Add +1.6% 12,557 $579K
Lansing Street Advisors 0.19% Add +0.3% 12,538 $578K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% No change 12,537 $578K
Van Cleef Asset Management,Inc 0.07% Add +0.6% 12,497 $576K
Campion Asset Management 0.44% Reduce -2.0% 12,468 $575K
Keybank National Association 0.00% Add +0.5% 12,465 $574K
Kintra Wealth, LLC 0.38% Add +48.7% 12,317 $568K
Legacy Solutions, LLC 0.63% Reduce -0.5% 12,314 $567K
KLCM Advisors, Inc. 0.07% Add +24.3% 12,276 $566K
Neo Ivy Capital Management 0.18% Add +26.6% 12,138 $559K
CWA Asset Management Group, LLC 0.03% Add +3.5% 12,105 $558K
Pinnacle Associates Ltd. 0.01% Add +4.7% 12,079 $557K
Strategic Advisors LLC 0.11% Add +0.0% 12,051 $555K
Azimuth Capital Investment Management LLC 0.02% Add +0.4% 12,050 $555K
Bleakley Financial Group, LLC 0.02% Add +26.0% 12,027 $554K
Supplemental Annuity Collective Trust of NJ 0.17% No change 12,000 $553K
Concurrent Investment Advisors, LLC 0.01% Add +11.6% 11,986 $552K
Ausdal Financial Partners, Inc. 0.04% Add +1.5% 11,974 $552K
Cora Capital Advisors LLC 0.26% Add +0.0% 11,943 $550K
Teza Capital Management LLC 0.25% New 11,851 $546K
Parallel Advisors, LLC 0.01% Add +39.1% 11,626 $535K
Midland Wealth Advisors, LLC 0.03% Reduce -25.7% 11,358 $523K
Cidel Asset Management Inc. 0.03% Reduce -4.2% 11,317 $521K
SVB Wealth LLC 0.02% Reduce -13.0% 11,317 $521K
Seeds Investor LLC 0.15% Add +24.1% 11,289 $520K
denkapparat Operations GmbH 0.55% New 11,222 $517K
Smartleaf Asset Management LLC 0.05% Add +19.0% 11,493 $514K
Investment Advisory Services Inc. /TX 0.19% No change 11,107 $512K
Citizens Financial Group Inc. 0.01% Add +85.2% 11,060 $510K
Prosperity Consulting Group, LLC 0.04% Add +2.2% 11,019 $508K
Smith Group Asset Management, LLC 0.04% No change 11,000 $507K
Union Bancaire Privee, UBP SA 0.01% Add +7.1% 12,092 $500K
Axxcess Wealth Management, LLC 0.01% Add +3.6% 10,802 $498K
Checchi Capital Advisers, LLC 0.04% Add +8.4% 10,789 $497K
Verdence Capital Advisors LLC 0.04% Add +58.4% 10,767 $496K
Bessemer Group Inc. 0.00% Add +9.5% 10,725 $494K
AmeriServ Wealth Advisors 0.29% Reduce -2.2% 10,717 $494K
Blue Bell Private Wealth Management, LLC 0.09% No change 10,711 $494K
Prospera Financial Services Inc 0.01% Reduce -19.6% 10,706 $493K
Prime Capital Investment Advisors, LLC 0.01% Add +28.3% 10,638 $490K
Carret Asset Management, LLC 0.06% Add +8.8% 10,634 $490K
Compagnie Lombard Odier SCmA 0.01% Reduce -17.2% 10,535 $485K
Waterloo Capital, L.P. 0.04% New 10,452 $482K
Bollard Group LLC 0.01% Add +0.8% 10,410 $480K
CENTRAL TRUST Co 0.01% No change 10,401 $479K
Fidelis Capital Partners, LLC 0.05% Add +12.7% 10,358 $479K
Significant Wealth Partners LLC 0.25% Reduce -0.7% 10,379 $478K
Johnson Investment Counsel Inc. 0.00% Add +5.6% 10,342 $477K
WBH Advisory Inc. 0.04% Add +0.8% 10,270 $473K
NJ State Employees Deferred Compensation Plan 0.06% No change 10,200 $470K
Haverford Trust Co 0.00% Reduce -8.9% 10,182 $469K
ClearBridge Investments Ltd 0.01% Add +43.1% 10,147 $468K
Costello Asset Management, INC 0.19% Reduce -1.2% 10,145 $467K
Cigna Investments Inc. 0.09% Reduce -1.2% 10,131 $467K
Avantra Family Wealth, Inc. 0.45% Add +12.1% 10,131 $467K
Synovus Financial Corp. 0.01% Add +2.4% 10,043 $463K
Asahi Life Asset Management Co., LTD. 0.30% No change 9,940 $458K
Aaron Wealth Advisors LLC 0.05% Add +23.0% 9,912 $457K
Stonegate Investment Group, LLC 0.01% Reduce -19.5% 9,885 $456K
Addis & Hill, Inc 0.32% No change 9,884 $455K
Vontobel Holding Ltd. 0.00% Reduce -16.4% 9,830 $453K
Aster Capital Management (DIFC) Ltd 0.08% New 10,201 $451K
Catalyst Financial Partners LLC 0.08% Add +2.4% 9,761 $450K
Paragon Financial Partners, Inc. 0.35% No change 9,756 $450K
Community Bank & Trust, Waco, Texas 0.10% Reduce -0.7% 9,674 $446K
Bokf, NA 0.01% Add +6.6% 9,667 $445K
Rockland Trust Co. 0.02% New 9,659 $445K
Tyler-Stone Wealth Management 0.08% No change 9,656 $445K
Finward Bancorp 0.39% No change 9,651 $445K
Integrated Wealth Concepts LLC 0.01% Reduce -4.9% 9,520 $439K
Sagespring Wealth Partners, LLC 0.01% New 9,474 $437K
Mgo One Seven LLC 0.02% Add +57.1% 9,384 $432K
Y-Intercept (Hong Kong) Ltd 0.03% Add +48.7% 9,344 $431K
Diversify Advisory Services, LLC 0.03% New 9,171 $430K
Onyx Bridge Wealth Group LLC 0.06% No change 9,297 $428K
Cable Hill Partners, LLC 0.04% Reduce -1.5% 9,093 $426K
Rothschild Wealth LLC 0.12% Reduce -1.0% 9,235 $426K
UNIVEST FINANCIAL Corp 0.03% New 9,200 $424K
Two Sigma Advisers, LP 0.00% Reduce -73.4% 9,200 $424K
Glenview Trust Co 0.01% Add +65.9% 9,177 $423K
Pallas Capital Advisors LLC 0.02% Add +65.1% 9,109 $420K
Aull & Monroe Investment Management Corp 0.21% Reduce -1.1% 9,084 $419K
Montecito Bank & Trust 0.07% New 9,067 $418K
Capital Square, LLC 0.24% Reduce -6.8% 9,037 $416K
EP Wealth Advisors, LLC 0.00% Reduce -6.2% 9,025 $416K
RNC Capital Management LLC 0.02% No change 8,969 $413K
Arkadios Wealth Advisors 0.02% Add +17.2% 8,963 $413K
VeraBank, N.A. 0.11% Add +0.1% 8,905 $410K
Stanley-Laman Group, Ltd. 0.06% Add +3.8% 8,881 $409K
Confluence Wealth Services, Inc. 0.03% Add +3.3% 8,670 $406K
NorthRock Partners, LLC 0.01% Add +7.0% 8,755 $403K
Wesbanco Bank Inc. 0.01% Reduce -12.1% 8,751 $403K
Atom Investors LP 0.05% Add +12.2% 8,741 $403K
Lantz Financial LLC 0.11% Reduce -0.6% 8,725 $402K
Norden Group LLC 0.05% Add +20.7% 8,721 $402K
First National Bank & Trust Co. of Newtown 0.08% No change 8,721 $402K
State of Wyoming 0.05% Add +43.2% 8,709 $401K
Clearstead Advisors, LLC 0.01% Reduce -6.8% 8,681 $400K
Private Trust Co. NA 0.04% Add +1.5% 8,679 $400K
Goldstone Financial Group, LLC 0.06% Reduce -2.1% 8,607 $397K
SLT Holdings LLC 0.39% New 8,600 $396K
Marietta Investment Partners LLC 0.09% No change 8,500 $392K
Harbor Investment Advisory, LLC 0.04% Reduce -10.0% 8,443 $389K
CHICAGO TRUST Co NA 0.07% Add +57.1% 8,389 $387K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +32.3% 8,631 $386K
Veery Capital, LLC 0.15% Add +6.3% 8,372 $386K
Stephens Inc. 0.01% Reduce -41.8% 8,238 $380K
Cohen Klingenstein LLC 0.01% No change 8,200 $378K
Segment Wealth Management, LLC 0.03% Add +14.7% 8,172 $377K
Romano Brothers and Company 0.05% No change 8,146 $375K
Stoneridge Investment Partners LLC 0.32% Reduce -92.0% 8,130 $375K
World Investment Advisors 0.01% Add +19.3% 8,101 $373K
OneDigital Investment Advisors LLC 0.00% Add +21.4% 8,091 $373K
Yardley Wealth Management LLC 0.22% Reduce -50.0% 8,000 $369K
Hendershot Investments Inc. 0.05% No change 7,999 $369K
First Manhattan Co. Llc. 0.00% Reduce -2.3% 7,993 $368K
Compound Planning, Inc. 0.02% New 7,991 $368K
Platform Technology Partners 0.11% No change 7,939 $366K
Allegheny Financial Group 0.09% Reduce -35.3% 7,882 $363K
Groupe la Francaise 0.01% Reduce -13.7% 8,208 $363K
Alpha Omega Wealth Management LLC 0.07% No change 7,874 $363K
Debussy Capital Management LP 0.06% Add +0.4% 7,859 $362K
Insight Advisors, LLC/ PA 0.06% No change 7,834 $361K
Advanced Portfolio Management, LLC 0.73% New 7,831 $361K
Snowden Capital Advisors LLC 0.01% Add +10.2% 7,828 $361K
Total Clarity Wealth Management, Inc. 0.12% No change 9,581 $361K
Riverwater Partners LLC 0.18% Add +1.2% 7,820 $360K
Marshall Financial Group, LLC 0.08% Reduce -4.6% 7,795 $359K
Essex Bank 0.09% Reduce -0.4% 7,733 $356K
Signature Estate & Investment Advisors LLC 0.01% New 7,722 $356K
Level Four Advisory Services, LLC 0.01% New 7,679 $354K
Bank of New Hampshire 0.09% Reduce -7.6% 7,623 $351K
Centre Asset Management, LLC 0.09% Add +3.2% 7,584 $349K
Atlas Capital Advisors Inc. 0.04% Add +112.4% 7,538 $347K
Grant/GrossMendelsohn, LLC 0.19% Reduce -2.7% 7,470 $347K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 7,526 $347K
Calydon Capital 0.06% Reduce -4.2% 7,504 $346K
Hollencrest Capital Management 0.02% No change 7,500 $346K
Walleye Trading LLC 0.01% Reduce -60.8% 7,468 $344K
Brooklyn Investment Group 0.07% Add +61.5% 7,447 $343K
ICONIQ Capital, LLC 0.01% Add +6.2% 7,409 $341K
Simon Quick Advisors, LLC 0.02% Add +28.2% 7,386 $340K
Avantax Planning Partners, Inc. 0.01% Reduce -0.8% 7,373 $340K
VSM Wealth Advisory, LLC 0.12% Add +0.2% 7,368 $340K
CGN Advisors LLC 0.03% Add +0.3% 7,243 $334K
Resonant Capital Advisors, LLC 0.02% Add +3.8% 7,220 $333K
Thrive Capital Management, LLC 0.20% New 7,181 $331K
MBB Public Markets I LLC 0.04% New 7,172 $330K
SFG Wealth Management, LLC. 0.16% Add +0.0% 7,154 $330K
Bank & Trust Co 0.27% No change 7,147 $329K
Clarius Group, LLC 0.02% Add +1.5% 7,104 $327K
Berger Financial Group, Inc 0.02% Reduce -0.6% 7,093 $327K
Dorsey & Whitney Trust CO LLC 0.02% Add +16.1% 7,089 $327K
Financial Advisors Network, Inc. 0.05% Add +10.6% 7,063 $325K
Quantum Portfolio Management LLC 0.16% Add +11.4% 7,003 $323K
Good Life Advisors, LLC 0.02% Add +0.2% 6,939 $320K
Hartline Investment Corp./ 0.04% No change 6,873 $317K
Harbour Investments, Inc. 0.01% Add +12.8% 6,870 $317K
Kennedy Investment Group, Inc. 0.15% Add +1.0% 6,834 $315K
Syon Capital LLC 0.03% New 6,819 $314K
Wealth Management Associates, Inc. 0.13% Reduce -6.2% 6,773 $312K
Manske Wealth Management 0.12% Add +0.0% 6,728 $310K
Tiemann Investment Advisors, LLC 0.14% No change 6,725 $310K
Advisory Services Network, LLC 0.01% Reduce -0.5% 6,693 $308K
Compton Financial Group, LLC 0.09% Add +0.2% 6,629 $305K
Nikulski Financial, Inc. 0.09% No change 6,625 $305K
First Heartland Consultants, Inc. 0.03% Reduce -2.5% 6,621 $305K
Valeo Financial Advisors, LLC 0.01% Add +2.0% 6,619 $305K
Leigh Baldwin & Co., LLC 0.25% Add +0.6% 6,611 $305K
Cornerstone Advisory, LLC 0.04% Reduce -29.1% 6,552 $303K
Wedmont Private Capital 0.02% Add +2.4% 6,592 $303K
Northwest Bancshares, Inc. 0.05% No change 6,487 $299K
Key Financial Inc 0.06% No change 6,462 $298K
Summit Financial, LLC 0.01% Reduce -2.7% 6,448 $297K
Evergreen Capital Management LLC 0.01% New 6,372 $294K
Ledyard National Bank 0.03% No change 6,367 $293K
Bearing Point Capital, LLC 0.06% Add +2.8% 6,350 $293K
Kentucky Trust Co 0.17% Reduce -1.6% 6,300 $290K
Covestor Ltd 0.19% Add +10.4% 6,277 $289K
CreativeOne Wealth, LLC 0.01% Reduce -2.9% 6,206 $286K
Caxton Associates LLP 0.01% — 6,199 $286K
Plotkin Financial Advisors, LLC 0.18% No change 6,191 $285K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 6,168 $284K
Stevens Capital Management LP 0.07% New 6,109 $282K
Regal Investment Advisors LLC 0.02% Reduce -52.4% 6,058 $279K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.1% 6,033 $278K
DAVENPORT & Co LLC 0.00% Add +0.1% 6,006 $277K
CX Institutional 0.01% New 5,988 $276K
Retirement Planning Co of New England, Inc. 0.14% Add +8.8% 5,985 $276K
Defined Financial Planning LLC 0.28% No change 6,000 $276K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -2.0% 5,975 $275K
Wealth Group, Ltd. 0.18% New 5,962 $275K
Cutter & CO Brokerage, Inc. 0.07% New 5,965 $275K
Cassaday & Co Wealth Management LLC 0.01% No change 5,945 $274K
JFS Wealth Advisors, LLC 0.02% Add +0.4% 5,938 $274K
Blue Trust, Inc. 0.00% Reduce -5.3% 5,889 $271K
Argent Trust Co 0.01% Add +6.4% 5,874 $271K
Successful Portfolios LLC 0.18% No change 5,855 $270K
EverSource Wealth Advisors, LLC 0.01% Add +28.9% 5,839 $269K
Enterprise Financial Services Corp 0.16% Add +0.2% 5,826 $268K
Northstar Advisory Group, LLC 0.17% New 5,815 $268K
Elyxium Wealth, LLC 0.12% New 5,806 $268K
SeaCrest Wealth Management, LLC 0.03% Add +1.7% 5,769 $266K
Callan Family Office, LLC 0.02% Reduce -9.4% 5,769 $266K
CRA Financial Services, LLC 0.04% Reduce -6.0% 5,692 $262K
Telos Capital Management, Inc. 0.03% No change 5,687 $262K
Phoenix Wealth Advisors 0.11% Reduce -0.0% 5,671 $261K
Essex Financial Services, Inc. 0.02% New 5,643 $260K
Calton & Associates, Inc. 0.06% New 5,615 $259K
Accel Wealth Management 0.09% Add +1.3% 5,599 $258K
Financial Council, LLC 0.14% No change 5,549 $256K
C M Bidwell & Associates Ltd. 0.15% Reduce -2.7% 5,520 $254K
Smith, Moore & Co. 0.02% Add +0.4% 5,497 $253K
NBT Bank, N.A. 0.02% No change 5,488 $253K
Machina Capital S.A.S. 0.07% Reduce -79.5% 5,486 $253K
Bill Few Associates, Inc. 0.09% New 5,460 $252K
Trust Point Inc. 0.02% Reduce -47.2% 5,437 $251K
Marion Wealth Management 0.07% Add +0.1% 5,433 $250K
Greenfield Savings Bank 0.12% Reduce -1.2% 5,408 $249K
Optas, LLC 0.04% New 5,390 $248K
Kapitalo Investimentos Ltda 0.05% Reduce -30.1% 5,386 $248K
Mather Group, Llc. 0.00% Add +26.0% 5,378 $248K
Advisory Alpha, LLC 0.01% New 5,375 $248K
Cadence Bank 0.02% No change 5,364 $247K
Westover Capital Advisors, LLC 0.05% Reduce -5.4% 5,362 $247K
Strategic Financial Concepts, LLC 0.05% Reduce -1.0% 5,359 $247K
Pennsylvania Capital Management Inc. 0.09% Reduce -0.6% 5,355 $247K
Stiles Financial Services Inc 0.09% New 5,355 $247K
Moors & Cabot, Inc. 0.01% Reduce -6.9% 5,338 $246K
Founders Financial Securities LLC 0.02% New 5,272 $245K
NewEdge Wealth, LLC 0.00% New 5,226 $241K
RD Lewis Holdings, Inc. 0.27% Reduce -2.3% 5,177 $241K
PDS Planning, Inc 0.02% New 5,208 $240K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 5,196 $239K
Clearwater Capital Advisors, LLC 0.02% New 5,180 $239K
MTM Investment Management, LLC 0.09% New 5,148 $236K
Strategic Investment Solutions, Inc. 0.07% Add +302.2% 5,120 $236K
Forum Financial Management, LP 0.00% New 5,113 $236K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -9.8% 5,113 $236K
First Horizon Advisors, Inc. 0.01% Add +6.2% 5,106 $235K
Payden & Rygel 0.02% No change 5,110 $235K
Duncker Streett & Co. Inc. 0.05% Reduce -2.3% 5,090 $235K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 5,051 $233K
Marietta Wealth Management, LLC 0.03% New 5,041 $232K
Patten & Patten Inc. 0.02% New 5,024 $232K
Quent Capital, LLC 0.02% Add +9.2% 5,020 $231K
Alta Advisers Ltd 0.10% New 5,008 $231K
Nemes Rush Group LLC 0.03% Reduce -1.0% 5,007 $231K
Sage Capital Advisors,llc 0.06% New 5,000 $230K
Procyon Advisors, LLC 0.01% New 4,987 $230K
Safeguard Investment Advisory Group, LLC 0.06% New 4,978 $230K
Aurora Private Wealth, Inc. 0.18% New 4,979 $229K
Eagle Wealth Strategies LLC 0.14% New 4,966 $229K
Crestwood Advisors Group, LLC 0.00% New 4,944 $228K
Rice Partnership, LLC 0.05% New 4,933 $227K
Acropolis Investment Management, LLC 0.01% Reduce -4.5% 4,923 $227K
Brighton Jones LLC 0.01% New 4,910 $226K
Trinity Wealth Management, LLC 0.10% New 4,900 $226K
TCV Trust & Wealth Management, Inc. 0.02% New 4,888 $225K
Alpha Family Trust 0.13% New 4,880 $225K
Canandaigua National Bank & Trust Co. 0.02% New 4,876 $225K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 4,891 $225K
Trust Investment Advisors 0.14% New 4,856 $224K
LMR Partners LLP 0.01% New 4,845 $223K
Headland Capital, LLC 0.07% New 4,824 $222K
Boyd Watterson Asset Management LLC 0.07% Reduce -0.1% 4,801 $221K
Earnest Partners LLC 0.00% Reduce -18.8% 4,788 $221K
Mutual Advisors, LLC 0.01% New 4,770 $220K
Pitcairn Co. 0.01% New 4,765 $220K
Private Wealth Asset Management, LLC 0.03% — 4,758 $219K
Keel Point, LLC 0.02% New 4,748 $219K
Clifford Swan Investment Counsel LLC 0.01% New 4,726 $218K
Vantage Point Financial LLC 0.11% New 4,721 $218K
Gateway Investment Advisers LLC 0.00% New 4,706 $217K
Capital Investment Advisors, LLC 0.00% New 4,691 $216K
Thoroughbred Financial Services, LLC 0.01% New 4,701 $216K
Venturi Wealth Management, LLC 0.01% Reduce -19.9% 4,671 $215K
Rossby Financial, LCC 0.09% New 4,656 $215K
MIdWestOne Financial Group, Inc. 0.03% New 4,666 $215K
Wealth Dimensions Group, Ltd. 0.05% New 4,657 $215K
Biltmore Wealth Management, LLC 0.09% New 4,645 $214K
Avestar Capital, LLC 0.02% Reduce -17.0% 4,625 $213K
Vision Capital Management, Inc. 0.03% New 4,607 $212K
Ethos Financial Group, LLC 0.02% New 4,601 $212K
Monetary Management Group Inc. 0.06% No change 4,600 $212K
Meritage Portfolio Management 0.01% New 4,600 $212K
Bluespring Wealth Management, LLC 0.02% New 4,590 $212K
Newton One Investments LLC 0.08% No change 4,578 $211K
Geneos Wealth Management Inc. 0.01% Add +14.9% 4,570 $211K
Zuckerman Investment Group, LLC 0.02% New 4,567 $210K
Spirepoint Private Client, LLC 0.03% New 4,556 $210K
apricus wealth, LLC 0.12% New 4,552 $210K
Thrive Wealth Management, LLC 0.04% New 4,541 $209K
Heritage Trust Co 0.03% New 4,530 $209K
Smith Chas P & Associates Pa Cpas 0.01% New 4,520 $208K
Eagle Bluffs Wealth Management LLC 0.11% New 4,514 $208K
Lineweaver Wealth Advisors, LLC 0.04% New 4,510 $208K
Premier Path Wealth Partners, LLC 0.03% New 4,503 $207K
Cullinan Associates Inc. 0.01% New 4,500 $207K
Masso Torrence Wealth Management Inc. 0.11% New 4,487 $207K
Hilltop Holdings Inc. 0.01% New 4,482 $207K
Guardian Wealth Advisors, LLC / NC 0.02% New 4,474 $206K
Brass Tax Wealth Management, Inc. 0.04% New 4,472 $206K
FORM Wealth Advisors, LLC 0.03% — 4,449 $205K
Composition Wealth, LLC 0.00% New 4,434 $204K
Verus Wealth Management, LLC 0.22% New 4,425 $204K
Sivia Capital Partners, LLC 0.10% New 4,424 $204K
Parkside Financial Bank & Trust 0.03% Add +1.1% 4,415 $203K
Lake Street Private Wealth, LLC 0.03% New 4,414 $203K
Planning Directions Inc. 0.09% New 4,410 $203K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -29.4% 4,410 $203K
First Command Advisory Services, Inc. 0.00% Reduce -28.6% 4,387 $202K
US Asset Management LLC 0.19% New 4,393 $202K
Graypoint LLC 0.01% New 4,361 $201K
Wells Trecaso Financial Group, LLC 0.07% New 4,360 $201K
Vermillion & White Wealth Management Group, LLC 0.14% Reduce -1.8% 4,329 $199K
Bayforest Capital Ltd 0.08% Add +888.3% 4,230 $195K
Hexagon Capital Partners LLC 0.04% Add +8.9% 4,229 $195K
Peoples Financial Services Corp. 0.09% No change 4,174 $192K
IFP Advisors, Inc 0.01% Add +15.3% 4,091 $189K
MassMutual Private Wealth & Trust, FSB 0.01% Add +9.7% 4,019 $185K
Versant Capital Management, Inc 0.03% Add +265.0% 3,822 $176K
Tompkins Financial Corp. 0.02% No change 3,632 $167K
Glen Eagle Advisors, LLC 0.03% No change 3,576 $165K
Wealth Preservation Advisors, LLC 0.11% — 3,489 $161K
Trust Co. of Vermont 0.01% No change 3,485 $161K
Grove Bank & Trust 0.02% Add +11.7% 3,458 $159K
Brown Brothers Harriman & Co. 0.00% Reduce -16.8% 3,411 $157K
Central Pacific Bank - Trust Division 0.02% No change 3,389 $156K
Lindbrook Capital, LLC 0.01% Reduce -13.9% 3,368 $155K
Fullerton Fund Management Co Ltd. 0.01% New 3,250 $150K
Sentry Investment Management LLC 0.10% New 3,304 $148K
MCF Advisors LLC 0.01% Add +1.9% 3,077 $142K
Catalyst Capital Advisors LLC 0.00% Reduce -34.6% 2,880 $133K
Farmers & Merchants Investments Inc. 0.00% No change 2,780 $128K
HFM Investment Advisors, LLC 0.06% — 2,769 $128K
SIMA Wealth Partners, LLC 0.10% Add +0.9% 2,732 $126K
Y.D. More Investments Ltd 0.01% Reduce -12.4% 2,731 $126K
Cromwell Holdings LLC 0.08% Add +16.4% 2,675 $123K
Old Second National Bank of Aurora 0.03% Add +3.4% 2,635 $121K
Glass Jacobson Investment Advisors llc 0.04% No change 3,192 $120K
Whittier Trust Co. 0.00% No change 2,554 $118K
UMB Bank, n.a. 0.00% Add +8.0% 2,459 $113K
Rosenberg Matthew Hamilton 0.03% No change 2,457 $113K
Bare Financial Services, Inc 0.04% No change 2,435 $112K
Curat Global, LLC 0.14% — 2,430 $112K
GeoWealth Management, LLC 0.00% Reduce -44.8% 2,407 $111K
Garde Capital, Inc. 0.01% New 2,373 $109K
First United Bank & Trust 0.04% Reduce -1.0% 2,372 $109K
ORG Partners LLC 0.03% No change 2,346 $108K
Larson Financial Group LLC 0.01% Add +38.1% 2,264 $104K
Deseret Mutual Benefit Administrators 0.05% Reduce -1.1% 2,218 $102K
Morse Asset Management, Inc 0.03% Add +220000.0% 2,201 $101K
HM Payson & Co. 0.00% No change 2,183 $101K
Delta Asset Management LLC 0.01% No change 2,171 $100K
Reyes Financial Architecture, Inc. 0.07% No change 2,150 $99K
CoreCap Advisors, LLC 0.00% Reduce -48.8% 2,051 $94K
JNBA Financial Advisors 0.01% No change 2,046 $94K
Independence Bank of Kentucky 0.01% Add +6.5% 2,024 $93K
Creative Financial Designs Inc. 0.01% New 1,956 $90K
N.E.W. Advisory Services LLC 0.01% New 1,942 $89K
Manchester Capital Management LLC 0.01% Add +79.5% 1,939 $89K
Adirondack Trust Co. 0.03% Reduce -16.6% 1,910 $88K
Indiana Trust & Investment Management Co 0.03% No change 1,889 $87K
First PREMIER Bank 0.02% No change 1,883 $87K
Crowley Wealth Management, Inc. 0.08% No change 1,844 $85K
Sachetta, LLC 0.03% Reduce -19.0% 1,709 $79K
Pension & Wealth Management Advisors, Inc. 0.03% Add +147.6% 1,679 $77K
Montag A & Associates Inc. 0.00% Add +5.8% 1,666 $77K
Citizens National Bank Trust Department 0.02% No change 1,650 $76K
WASHINGTON TRUST Co 0.00% No change 1,650 $76K
Pin Oak Investment Advisors Inc. 0.06% No change 1,692 $76K
Vestor Capital, LLC 0.01% Reduce -1.1% 1,616 $74K
Prestige Wealth Management Group LLC 0.02% No change 1,602 $74K
Clearstead Trust, LLC 0.02% Add +48.0% 1,575 $73K
CVA Family Office, LLC 0.01% Reduce -6.5% 1,544 $71K
Arax Advisory Partners 0.00% Add +174.6% 1,469 $68K
Sandy Spring Bank 0.00% No change 1,411 $65K
City Holding Co. 0.01% No change 1,375 $63K
Addison Advisors LLC 0.02% Add +15.7% 1,362 $63K
Cornerstone Planning Group LLC 0.01% Add +10.8% 1,328 $62K
Paradigm Asset Management Co. LLC 0.02% No change 1,305 $60K
City State Bank 0.02% No change 1,301 $60K
Mattson Financial Services, LLC 0.02% No change 1,280 $59K
Center for Financial Planning, Inc. 0.01% No change 1,265 $58K
Continuum Advisory, LLC 0.01% Add +18.0% 1,239 $57K
Tortoise Investment Management, LLC 0.01% No change 1,204 $55K
Gables Capital Management Inc. 0.03% No change 1,200 $55K
Zions Bancorporation, National Association 0.00% — 1,197 $55K
Redwood Park Advisors LLC 0.05% No change 1,170 $54K
SBI Securities Co., Ltd. 0.00% Add +19.8% 1,138 $52K
Capital Analysts, LLC 0.00% Add +0.8% 1,113 $52K
Private Wealth Management Group, LLC 0.02% Add +39.5% 1,119 $52K
Towne Trust Company, N.A 0.02% No change 1,100 $51K
Opal Wealth Advisors, LLC 0.02% New 1,088 $50K
Stonebridge Financial Group, LLC 0.01% Add +0.8% 1,071 $49K
Armstrong Advisory Group, Inc. 0.00% No change 1,275 $48K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $46K
Peoples Bank 0.03% No change 1,000 $46K
Colonial Trust Co / SC 0.01% Reduce -26.9% 983 $45K
Ogorek Anthony Joseph /NY/ 0.01% New 986 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 970 $45K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.4% 929 $43K
GW&K Investment Management, LLC 0.00% Reduce -0.9% 936 $43K
MJT & Associates Financial Advisory Group, Inc. 0.04% — 906 $42K
AllSquare Wealth Management LLC 0.02% No change 898 $41K
Crews Bank & Trust 0.01% No change 893 $41K
MV Capital Management, Inc. 0.00% Reduce -15.7% 883 $41K
Nvwm, LLC 0.01% Add +0.6% 867 $40K
Ameriflex Group, Inc. 0.02% Add +37.0% 851 $39K
Pittenger & Anderson Inc. 0.00% No change 850 $39K
Hemington Wealth Management 0.01% Add +22.1% 852 $39K
Fortis Group Advisors, LLC 0.01% No change 832 $38K
Brown, Lisle/Cummings, Inc. 0.01% No change 800 $37K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Reduce -4.9% 798 $37K
Logan Capital Management Inc. 0.00% No change 781 $36K
Asset Dedication, LLC 0.00% Add +5.7% 778 $36K
Stephens Consulting, LLC 0.01% Reduce -2.6% 762 $35K
Millstone Evans Group, LLC 0.02% No change 750 $35K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -42.4% 748 $34K
ANTIPODES PARTNERS Ltd 0.00% New 743 $34K
Evolution Advisers, Inc. 0.02% No change 760 $34K
Fortitude Family Office, LLC 0.01% No change 708 $33K
Concord Wealth Partners 0.01% No change 704 $32K
Salomon & Ludwin, LLC 0.00% No change 700 $32K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.3% 695 $32K
Hazlett, Burt & Watson, Inc. 0.01% Add +46.4% 694 $32K
Leonteq Securities AG 0.00% Reduce -35.1% 669 $31K
Beacon Capital Management, LLC 0.00% Add +0.9% 664 $31K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 656 $30K
St Germain D J Co. Inc. 0.00% Reduce -73.5% 646 $30K
SOA Wealth Advisors, LLC. 0.01% Reduce -20.3% 642 $30K
Missouri Trust & Investment Co 0.01% Reduce -13.7% 630 $29K
Optimum Investment Advisors 0.01% No change 622 $29K
Silvant Capital Management LLC 0.00% No change 622 $29K
Albion Financial Group 0.00% No change 600 $28K
Webster Bank, N. A. 0.00% Reduce -66.4% 599 $28K
Plante Moran Financial Advisors, LLC 0.00% No change 590 $27K
Medallion Wealth Advisors, LLC 0.01% No change 568 $26K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -8.7% 544 $25K
Financial Perspectives, Inc 0.01% Add +0.9% 539 $25K
Rise Advisors, LLC 0.01% Reduce -16.6% 537 $25K
Bruce G. Allen Investments, LLC 0.02% Reduce -8.0% 532 $25K
Anchor Investment Management, LLC 0.00% Add +0.8% 529 $24K
CBIZ Investment Advisory Services, LLC 0.00% Add +20.0% 522 $24K
Quest 10 Wealth Builders, Inc. 0.03% Add +75.7% 513 $24K
Byrne Asset Management LLC 0.02% Reduce -19.4% 500 $23K
First Financial Corp. 0.01% No change 500 $23K
Ridgewood Investments LLC 0.01% No change 500 $23K
Smithfield Trust Co 0.00% No change 518 $23K
Barrett & Company, Inc. 0.01% No change 492 $23K
ESL Trust Services, LLC 0.00% No change 474 $22K
Bfsg, LLC 0.00% No change 458 $21K
Cape Investment Advisory, Inc. 0.01% Reduce -71.7% 444 $20K
Princeton Global Asset Management LLC 0.00% Reduce -13.9% 438 $20K
WPG Advisers, LLC 0.02% Reduce -23.1% 432 $20K
Greykasell Wealth Strategies, Inc. 0.01% New 424 $20K
Gen-Wealth Partners Inc 0.01% Reduce -29.8% 418 $19K
Truvestments Capital LLC 0.00% No change 412 $19K
BankPlus Trust Department 0.01% No change 410 $19K
Wela Strategies, Inc. 0.01% Add +68.6% 18,702 $19K
Ransom Advisory, Ltd 0.01% No change 400 $18K
Holos Integrated Wealth LLC 0.01% No change 396 $18K
Saudi Central Bank 0.10% New 395 $18K
TCTC Holdings, LLC 0.00% No change 393 $18K
Wayfinding Financial, LLC 0.01% New 396 $18K
Sound Income Strategies, LLC 0.00% Add +45.2% 379 $17K
Heritage Wealth Advisors 0.00% No change 355 $16K
TruNorth Capital Management, LLC 0.00% No change 353 $16K
Richardson Capital Management LLC 0.01% No change 350 $16K
Activest Wealth Management 0.00% Add +3390.0% 349 $16K
Rakuten Securities, Inc. 0.01% Add +108.5% 344 $16K
Bell Investment Advisors, Inc 0.00% Add +22.9% 344 $16K
SRH Advisors, LLC 0.00% No change 340 $16K
SouthState Bank Corp 0.00% New 339 $16K
DT Investment Partners, LLC 0.00% No change 337 $16K
Hager Investment Management Services, LLC 0.01% No change 335 $15K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +306.2% 329 $15K
Strengthening Families & Communities, LLC 0.01% Add +1.0% 313 $14K
Mark Sheptoff Financial Planning, LLC 0.01% No change 300 $14K
CNB Bank 0.01% No change 300 $14K
Lowe Wealth Advisors, LLC 0.01% No change 299 $14K
Raffa Wealth Management, LLC 0.00% No change 298 $14K
Iron Horse Wealth Management, LLC 0.00% No change 282 $13K
Fairman Group, LLC 0.01% Reduce -13.0% 342 $13K
Dynamic Wealth Strategies, LLC 0.01% New 279 $13K
Kestra Investment Management, LLC 0.00% Reduce -79.2% 277 $13K
Dunhill Financial, LLC 0.01% Reduce -6.1% 277 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 271 $12K
Park Place Capital Corp 0.00% Add +27.5% 269 $12K
PSI Advisors, LLC 0.00% No change 262 $12K
Financial Management Professionals, Inc. 0.00% Add +71.0% 260 $12K
NewSquare Capital LLC 0.00% Add +962.5% 255 $12K
Laurel Wealth Advisors LLC 0.00% No change 250 $12K
Highline Wealth Partners LLC 0.00% Add +70.8% 246 $11K
Carolinas Wealth Consulting LLC 0.00% Reduce -8.6% 245 $11K
Vermillion Wealth Management, Inc. 0.00% No change 244 $11K
McIlrath & Eck, LLC 0.00% No change 241 $11K
American National Bank & Trust 0.00% Reduce -89.3% 240 $11K
2UniFi Bank 0.01% Reduce -37.7% 250 $11K
Resources Management Corp. /CT/ 0.00% No change 240 $11K
PrairieView Partners, LLC 0.00% No change 242 $11K
NFSG Corp 0.00% Add +0.8% 238 $11K
TOWER TRUST & INVESTMENT Co 0.01% — 230 $11K
Cedar Mountain Advisors, LLC 0.00% Add +1.3% 232 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +4.1% 228 $11K
Cetera Trust Company, N.A 0.01% No change 226 $10K
Riverview Trust Co 0.01% Reduce -11.2% 223 $10K
Bogart Wealth, LLC 0.00% Add +17.9% 217 $10K
Birchbrook, Inc. 0.01% No change 210 $10K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.7% 209 $10K
Sunbelt Securities, Inc. 0.00% Reduce -20.5% 202 $9K
Semmax Financial Advisors Inc. 0.00% Add +1.0% 205 $9K
Hopwood Financial Services, Inc. 0.01% No change 200 $9K
Robinswood Financial LLC 0.00% No change 200 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 200 $9K
Piscataqua Savings Bank 0.01% No change 200 $9K
Ulland Investment Advisors, LLC 0.01% No change 200 $9K
Roble, Belko & Company, Inc 0.00% No change 200 $9K
Stone House Investment Management, LLC 0.00% New 193 $9K
Mascoma Wealth Management LLC 0.00% Reduce -39.2% 188 $9K
United Community Bank 0.00% New 185 $9K
True Wealth Design, LLC 0.00% Add +266.0% 183 $8K
JDM Financial Group LLC 0.00% No change 176 $8K
Valley National Advisers Inc. 0.00% Add +5.0% 188 $8K
Barnes Dennig Private Wealth Management LLC 0.01% — 170 $8K
Bangor Savings Bank 0.00% Reduce -1.8% 166 $8K
Oakworth Capital, Inc. 0.00% No change 159 $7K
Colonial Trust Advisors 0.00% No change 155 $7K
Carolina Wealth Advisors, LLC 0.00% No change 150 $7K
Pacifica Partners Inc. 0.00% No change 143 $7K
High Note Wealth, LLC 0.00% Add +3.6% 142 $7K
Wood Tarver Financial Group, LLC 0.00% Reduce -1.4% 142 $7K
Tower View Wealth Management LLC 0.00% Add +1.5% 137 $6K
Aventura Private Wealth, LLC 0.00% No change 135 $6K
Creekmur Asset Management LLC 0.00% Reduce -8.4% 131 $6K
Ruedi Wealth Management, Inc. 0.00% No change 127 $6K
GPS Wealth Strategies Group, LLC 0.00% Add +0.9% 111 $5K
Whipplewood Advisors, LLC 0.00% Reduce -97.2% 3 $5K
Thompson Investment Management, Inc. 0.00% No change 108 $5K
Alpine Bank Wealth Management 0.00% — 107 $5K
Sierra Ocean, LLC 0.00% No change 106 $5K
American Capital Advisory, LLC 0.00% Add +6.1% 104 $5K
Golden State Wealth Management, LLC 0.00% Add +225.8% 101 $5K
Hughes Financial Services, LLC 0.00% New 101 $5K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -76.5% 96 $4K
Paladin Advisory Group, LLC 0.00% No change 87 $4K
Quarry LP 0.00% Reduce -96.8% 87 $4K
GHP Investment Advisors, Inc. 0.00% No change 87 $4K
Coston, McIsaac & Partners 0.00% No change 93 $4K
Avion Wealth 0.00% No change 107 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 85 $4K
Prudent Man Investment Management, Inc. 0.00% No change 100 $4K
HighMark Wealth Management LLC 0.00% New 81 $4K
Valued Wealth Advisors LLC 0.00% No change 80 $4K
Arlington Trust Co LLC 0.00% No change 80 $4K
Curio Wealth, LLC 0.00% Reduce -99.3% 1 $4K
Main Street Group, LTD 0.00% Add +87.2% 73 $3K
FSA Wealth Management LLC 0.00% No change 72 $3K
Nalls Sherbakoff Group, LLC 0.00% — 70 $3K
Guardian Wealth Management, Inc. 0.00% No change 55 $3K
WealthTrak Capital Management LLC 0.00% Add +120.0% 55 $3K
Clark Wealth Partners 0.00% Add +525.0% 50 $2K
Bellwether Advisors, LLC 0.00% No change 50 $2K
IAG Wealth Partners, LLC 0.00% No change 49 $2K
Core Alternative Capital 0.00% No change 47 $2K
Global Financial Private Client, LLC 0.00% Add +253.8% 46 $2K
SJS Investment Consulting Inc. 0.00% Add +48.4% 46 $2K
Atwood & Palmer Inc. 0.00% Reduce -81.3% 46 $2K
Horizon Financial Services, LLC 0.00% New 43 $2K
Aspect Partners, LLC 0.00% No change 40 $2K
Motco 0.00% No change 39 $2K
Dogwood Wealth Management LLC 0.00% New 38 $2K
Uniplan Investment Counsel, Inc. 0.00% New 35 $2K
Transce3nd, LLC 0.00% No change 32 $1K
Winnacle Wealth LLC 0.00% Add +55.0% 31 $1K
MPWM Advisory Solutions, LLC 0.00% No change 29 $1K
Anfield Capital Management, LLC 0.00% No change 29 $1K
TFC Financial Management, Inc. 0.00% Reduce -82.3% 28 $1K
Greenline Partners, LLC 0.00% New 27 $1K
Rialto Wealth Management, LLC 0.00% New 25 $1K
Capital A Wealth Management, LLC 0.00% Reduce -58.5% 22 $1K
Cedar Wealth Management, LLC 0.00% No change 22 $1K
Crewe Advisors LLC 0.00% New 22 $1K
Bay Harbor Wealth Management, LLC 0.00% New 22 $1K
Transamerica Financial Advisors, LLC 0.00% No change 4 $1K
ROSS\JOHNSON & Associates LLC 0.02% New 20 $922
HHM Wealth Advisors, LLC 0.00% No change 20 $922
Principia Wealth Advisory, LLC 0.00% Add +11.1% 20 $886
Abound Wealth Management 0.00% Reduce -90.9% 15 $714
Osterweis Capital Management Inc. 0.00% New 15 $691
Parkworth Wealth Management, Inc. 0.00% No change 11 $507
Evermay Wealth Management LLC 0.00% No change 10 $478
Nova Wealth Management, Inc. 0.00% No change 10 $461
Halbert Hargrove Global Advisors, LLC 0.00% New 10 $461
Chesapeake Asset Management LLC 0.00% New 10 $460
Ancora Advisors LLC 0.00% Reduce -96.8% 7 $323
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $185
GoalVest Advisory LLC 0.00% New 4 $184
Caitong International Asset Management Co., Ltd 0.00% Reduce -95.8% 4 $184
Meeder Asset Management Inc. 0.00% Reduce -99.8% 1 $46
J.Safra Asset Management Corp 0.00% Reduce -99.9% 1 $39
West Oak Capital, LLC 0.00% No change 16 $7

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