ExelonEXC

13F holders, Q3 2025 (September 30)
1,200holders +24
109new positions
79sold out
10famous investors
$44.99avg. 13F price*

At the end of Q3 2025, 1,200 institutions reported holding Exelon Corp. (EXC) in their 13F filings, up 24 from Q2 2025. 109 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($5.9B), BlackRock, Inc. ($5.1B) and State Street Corp. ($2.9B). 10 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions109$252.8M
Exits79$149.1M

All 13F filers, Q2 2025 → Q3 2025: 43,083,394 shares bought and 31,945,507 shares sold, net +11,137,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,200 holders

Vanguard Group Inc. 0.09% Add +0.4% 130,522,986 $5.9B
BlackRock, Inc. 0.09% Reduce -1.4% 112,201,622 $5.1B
State Street Corp. 0.10% Reduce -0.0% 64,072,317 $2.9B
Geode Capital Management, LLC 0.08% Add +1.8% 28,453,170 $1.3B
FMR LLC 0.06% Add +7.2% 27,044,431 $1.2B
GQG Partners LLC 1.87% Reduce -2.4% 26,995,275 $1.2B
Lazard Asset Management LLC 1.36% Add +32.9% 22,446,103 $1.0B
Deutsche Bank AG 0.31% Reduce -2.9% 20,369,081 $916.8M
Wellington Management Group LLP 0.15% Add +2.2% 18,663,481 $840.0M
Morgan Stanley 0.05% Reduce -5.3% 17,885,337 $805.0M
Invesco Ltd. 0.11% Add +5.6% 15,659,308 $704.8M
Massachusetts Financial Services Co. 0.20% Reduce -4.9% 14,502,723 $652.8M
Northern Trust Corp. 0.08% Add +5.1% 14,030,184 $631.5M
Legal & General Group Plc 0.13% Add +0.7% 12,943,161 $582.6M
Bank of New York Mellon Corp 0.10% Add +1.0% 12,928,833 $581.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Reduce -11.9% 12,405,572 $558.4M
FIL Ltd 0.35% Reduce -0.6% 9,932,617 $447.1M
Amundi 0.12% Add +1.5% 8,133,441 $371.0M
Goldman Sachs Group Inc. 0.05% Add +9.4% 7,973,967 $358.9M
Pictet Asset Management Holding SA 0.31% Reduce -4.2% 7,134,539 $321.1M
Nordea Investment Management AB 0.27% Add +1.1% 7,024,249 $312.5M
Charles Schwab Investment Management Inc. 0.05% Reduce -0.1% 6,861,047 $308.8M
Franklin Resources Inc. 0.07% Reduce -10.4% 5,937,916 $267.3M
Canada Pension Plan Investment Board 0.18% Add +1.9% 5,699,167 $256.5M
HSBC Holdings PLC 0.13% Reduce -3.8% 5,069,758 $228.0M
First Trust Advisors LP 0.17% Add +34.4% 5,054,752 $227.5M
ATLAS Infrastructure Partners (UK) Ltd. 12.02% Reduce -17.3% 4,967,487 $223.6M
Barclays PLC 0.08% Reduce -20.0% 4,773,605 $214.9M
Bank of America Corp. 0.02% Reduce -1.4% 4,585,380 $206.4M
Allianz Asset Management GmbH 0.25% Add +169.3% 4,504,366 $202.7M
Nuveen, LLC 0.05% Reduce -5.3% 4,495,816 $202.4M
Royal Bank of Canada 0.03% Add +43.4% 4,324,523 $194.6M
CANADA LIFE ASSURANCE Co 0.27% Add +1.3% 4,238,917 $187.6M
California Public Employees Retirement System 0.11% Add +9.5% 4,161,166 $187.3M
AQR Capital Management 0.11% Add +45.9% 3,921,231 $174.7M
JPMorgan Chase & Co. 0.01% Reduce -1.4% 3,866,821 $174.1M
Macquarie Group Ltd. 0.20% Add +20.5% 3,723,814 $167.6M
Dimensional Fund Advisors LP 0.04% Add +0.6% 3,646,437 $164.1M
ANTIPODES PARTNERS Ltd 3.59% Add +134604.0% 3,557,532 $160.1M
UBS Group AG 0.03% Reduce -8.6% 3,435,084 $154.6M
Capital Research Global Investors 0.03% Add +0.9% 3,268,339 $147.1M
Panagora Asset Management Inc. 0.58% Add +6.0% 3,204,021 $144.2M
T. Rowe Price Associates Inc. 0.02% Reduce -28.1% 3,159,736 $142.2M
Raymond James Financial Inc. 0.04% Reduce -4.9% 3,078,342 $138.6M
Ameriprise Financial Inc. 0.03% Add +11.9% 2,999,553 $135.0M
Swedbank AB 0.14% Add +2.7% 2,982,194 $134.2M
Swiss National Bank 0.08% Reduce -4.8% 2,910,155 $131.0M
Bank of Montreal 0.05% Add +3.4% 2,770,974 $124.7M
Robeco Institutional Asset Management B.V. 0.17% Add +13.7% 2,573,635 $115.8M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -4.4% 2,571,531 $115.7M
Man Group plc 0.22% Reduce -18.0% 2,488,834 $112.0M
Jennison Associates LLC 0.07% Reduce -4.7% 2,487,162 $111.9M
Russell Investments Group, Ltd. 0.13% Add +20.2% 2,460,545 $110.7M
Victory Capital Management Inc. 0.06% Add +1.5% 2,346,697 $105.6M
Citadel Advisors 0.08% Reduce -53.5% 2,236,220 $100.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +4.7% 2,122,693 $95.5M
Rhumbline Advisers 0.08% Add +0.4% 2,078,239 $93.5M
Marshall Wace, LLP 0.10% Add +146.3% 2,038,586 $91.8M
RWC Asset Management LLP 4.99% Add +6.0% 1,966,320 $88.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.44% Reduce -0.9% 1,960,926 $88.3M
BNP Paribas Financial Markets 0.07% Add +14.8% 1,925,943 $86.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.22% Add +14.6% 1,923,390 $86.6M
California State Teachers Retirement System 0.08% Reduce -2.5% 1,754,449 $79.0M
M&G PLC 0.42% Reduce -4.6% 1,668,772 $75.1M
Electron Capital Partners, LLC 3.34% Add +4.4% 1,636,839 $73.7M
Aviva PLC 0.13% Reduce -1.2% 1,605,326 $72.3M
Squarepoint Ops LLC 0.15% Add +4962.5% 1,516,126 $68.2M
Miller Howard Investments Inc. 1.99% Add +0.4% 1,449,009 $65.2M
National Pension Service 0.05% Add +3.3% 1,431,151 $64.4M
ProShare Advisors LLC 0.13% Reduce -17.4% 1,381,659 $62.2M
Citigroup Inc. 0.04% Reduce -15.1% 1,332,383 $60.0M
TD Asset Management Inc 0.05% Add +17.8% 1,319,053 $59.4M
Alliancebernstein L.P. 0.02% Reduce -5.4% 1,301,645 $58.6M
Aberdeen Group plc 0.09% Add +11.1% 1,287,784 $58.0M
Schroder Investment Management Group 0.04% Add +1.6% 1,284,931 $56.9M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Add +217.5% 1,230,296 $55.4M
Regions Financial Corp. 0.35% Reduce -0.3% 1,207,114 $54.3M
Principal Financial Group Inc. 0.03% Reduce -3.5% 1,200,004 $54.0M
Candriam S.C.A. 0.28% Reduce -0.5% 1,198,043 $53.9M
Manufacturers Life Insurance Company, The 0.04% Add +5.8% 1,160,876 $52.3M
Danske Bank A/S 0.13% Add +10.9% 1,150,384 $51.8M
Capital World Investors 0.01% New 1,113,122 $50.1M
KLP Kapitalforvaltning As 0.20% Add +10.4% 1,097,244 $49.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -1.0% 1,050,835 $47.3M
Royal London Asset Management Ltd. 0.10% Reduce -3.1% 1,014,477 $45.7M
Maryland State Retirement & Pension System 0.93% Add +3.0% 987,350 $44.4M
AE Wealth Management LLC 0.27% Add +4.8% 956,855 $43.1M
State Board of Administration of Florida Retirement System 0.07% Reduce -8.3% 951,193 $42.8M
Mackenzie Financial Corp. 0.05% Reduce -14.1% 951,031 $42.8M
Renaissance Technologies 0.06% New 944,252 $42.5M
Retirement Systems of Alabama 0.14% Reduce -0.1% 921,928 $41.5M
Ofi Invest Asset Management 0.84% Add +3.2% 1,035,995 $39.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -0.8% 845,180 $38.0M
New York State Teachers Retirement System 0.07% Add +0.1% 844,707 $38.0M
Magellan Asset Management Ltd 0.45% Add +10.0% 835,097 $37.6M
Wells Fargo & Company 0.01% Add +8.9% 831,833 $37.4M
Balyasny Asset Management L.P. 0.08% New 820,528 $36.9M
Nomura Asset Management Co. Ltd. 0.10% Add +5.4% 818,527 $36.8M
Mizuho Markets Americas LLC 0.76% New 800,000 $36.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Reduce -25.9% 787,162 $35.4M
New York State Common Retirement Fund 0.04% Reduce -11.6% 765,014 $34.4M
Andra AP-fonden 0.43% Add +230.1% 748,830 $33.7M
Korea Investment CORP 0.07% Reduce -2.0% 745,472 $33.6M
AMF Tjanstepension AB 0.21% No change 723,352 $32.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -19.0% 719,615 $32.4M
APG Asset Management N.V. 0.09% Reduce -2.0% 837,285 $32.1M
LPL Financial LLC 0.01% Add +16.3% 712,133 $32.1M
Los Angeles Capital Management LLC 0.11% Add +3.8% 710,041 $32.0M
Prudential Financial Inc. 0.04% Reduce -8.1% 699,955 $31.5M
Natixis Advisors, LLC 0.04% Add +3.0% 661,727 $29.8M
Assenagon Asset Management S.A. 0.04% Reduce -10.8% 658,174 $29.6M
American Century Companies Inc. 0.01% Add +0.2% 653,752 $29.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +73.9% 621,719 $29.1M
STRS Ohio 0.11% Reduce -12.5% 637,570 $28.7M
AXA Investment Managers S.A. 0.08% — 629,801 $28.3M
Storebrand Asset Management As 0.07% Add +22.0% 615,035 $27.7M
Glenmede Investment Management, LP 0.13% Add +3.2% 608,133 $27.4M
Achmea Investment Management B.V. 0.34% Add +0.1% 602,527 $27.1M
State of Wisconsin Investment Board 0.06% Add +2.1% 592,394 $26.7M
Alps Advisors Inc. 0.15% Add +5.8% 585,599 $26.4M
Toronto Dominion Bank 0.05% Add +18.0% 558,870 $25.2M
Forsta Ap-Fonden 0.15% Add +121.5% 556,400 $25.0M
Millennium Management 0.02% Add +265.5% 556,110 $25.0M
Martingale Asset Management L P 0.60% Reduce -5.3% 529,999 $23.9M
Gotham Asset Management 0.10% Add +40.8% 527,244 $23.7M
Quantinno Capital Management LP 0.06% Add +49.5% 523,309 $23.6M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -3.5% 516,712 $23.3M
National Bank of Canada 0.03% Reduce -48.0% 513,417 $23.1M
Susquehanna Fundamental Investments, LLC 0.90% Reduce -5.3% 510,238 $23.0M
Prudential PLC 0.17% Add +14.2% 500,289 $22.5M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +30.1% 491,478 $22.1M
Advisors Capital Management, LLC 0.28% Add +3.9% 488,706 $22.0M
Asset Management One Co., Ltd. 0.06% Add +16.0% 488,580 $22.0M
DNB Asset Management AS 0.08% Add +2.4% 487,421 $21.9M
Mitsubishi UFJ Trust & Banking Corp 0.05% Add +3.6% 479,239 $21.6M
Envestnet Asset Management Inc. 0.01% Reduce -2.5% 476,138 $21.4M
NEOS Investment Management LLC 0.16% Add +68.1% 467,505 $21.0M
Federated Hermes, Inc. 0.04% Add +3.9% 464,355 $20.9M
State of Tennessee, Department of Treasury 0.07% Add +33.1% 463,294 $20.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.18% Add +1.7% 462,168 $20.8M
Treasurer of the State of North Carolina 0.06% Reduce -3.8% 454,472 $20.5M
Sei Investments Co. 0.02% Reduce -28.7% 438,437 $19.7M
Heartland Advisors Inc. 1.02% Add +43.1% 431,064 $19.4M
Gabelli Funds LLC 0.13% Add +0.1% 415,260 $18.7M
Voya Investment Management LLC 0.02% Reduce -23.9% 415,206 $18.7M
Guggenheim Capital LLC 0.14% Add +2.9% 406,046 $18.3M
Payden & Rygel 1.54% Add +59.1% 405,910 $18.3M
NorthCrest Asset Manangement, LLC 0.44% Add +6161.3% 390,139 $18.3M
Pinebridge Investments, L.P. 0.13% Add +4791.5% 400,708 $18.0M
Davidson Investment Advisors 0.76% Add +0.9% 398,703 $17.9M
Allspring Global Investments Holdings, LLC 0.03% Reduce -1.3% 395,958 $17.8M
Rafferty Asset Management, LLC 0.06% Add +0.9% 388,360 $17.5M
Daiwa Securities Group Inc. 0.06% Add +12.3% 387,860 $17.5M
Focus Partners Wealth 0.03% Add +828.3% 384,315 $17.4M
Mn Services Vermogensbeheer B.V. 0.11% Add +1.2% 380,500 $17.1M
Van Eck Associates Corp. 0.02% Add +9.4% 380,338 $17.1M
Baillie Gifford & Co. 0.01% Add +325.6% 366,170 $16.5M
Public Employees Retirement System of Ohio 0.05% Reduce -0.5% 362,509 $16.3M
Ensign Peak Advisors, Inc 0.03% Add +35.0% 356,227 $16.0M
Busey Bank 0.44% Add +2.9% 350,484 $15.8M
State of New Jersey Common Pension Fund D 0.06% Add +3.4% 348,788 $15.7M
Wealthfront Advisers LLC 0.04% Add +6.3% 346,055 $15.6M
Calamos Advisors LLC 0.09% No change 339,785 $15.3M
Resona Asset Management Co.,Ltd. 0.07% Reduce -4.1% 339,275 $15.2M
PNC Financial Services Group, Inc. 0.01% Add +1.4% 335,664 $15.1M
SIR Capital Management, L.P. 1.29% Reduce -8.1% 320,400 $14.4M
Cetera Investment Advisers 0.02% Add +36.5% 319,147 $14.4M
CIBC Asset Management Inc 0.04% Add +0.1% 312,396 $14.1M
Ethic Inc. 0.23% Add +6.9% 310,701 $14.0M
IFM Investors Pty Ltd 0.12% Add +9.5% 316,335 $13.9M
Commonwealth Equity Services, LLC 0.02% Reduce -10.4% 309,579 $13.9M
Lansforsakringar Fondforvaltning AB (publ) 0.07% Add +0.5% 306,970 $13.8M
SG Americas Securities, LLC 0.05% Add +651.9% 301,887 $13.6M
Cerity Partners LLC 0.02% Add +4.6% 298,041 $13.4M
Arizona State Retirement System 0.07% Reduce -0.1% 294,820 $13.3M
Hudson Bay Capital Management LP 0.09% Reduce -44.7% 293,008 $13.2M
Illinois Municipal Retirement Fund 0.17% Add +20.9% 290,994 $13.1M
State of Michigan Retirement System 0.06% Reduce -0.5% 286,903 $12.9M
Nomura Holdings Inc. 0.06% New 279,535 $12.6M
Susquehanna International Group, LLP 0.02% Reduce -62.0% 276,380 $12.4M
Van Hulzen Asset Management, LLC 0.92% Reduce -0.0% 274,622 $12.4M
Janus Henderson Group PLC 0.01% Add +98.3% 274,458 $12.4M
HighTower Advisors, LLC 0.01% Reduce -0.6% 273,507 $12.3M
Cresset Asset Management, LLC 0.05% Add +0.1% 272,116 $12.2M
Northwest & Ethical Investments L.P. 0.29% Add +8.9% 271,810 $12.2M
Osaic Holdings, Inc. 0.02% Add +19.9% 274,663 $12.2M
DekaBank Deutsche Girozentrale 0.02% No change 272,620 $12.0M
Varma Mutual Pension Insurance Co 0.08% Add +8.9% 264,015 $11.9M
Nissay Asset Management Corp. /Japan 0.07% Add +1.9% 262,529 $11.8M
Czech National Bank 0.08% Add +4.0% 256,516 $11.5M
Envestnet Portfolio Solutions, Inc. 0.04% Add +657.9% 255,203 $11.5M
QRG Capital Management, Inc. 0.14% Reduce -30.3% 253,369 $11.4M
MetLife Investment Management, LLC 0.05% Reduce -2.6% 250,608 $11.3M
GMO 0.03% Reduce -46.6% 246,508 $11.1M
First Citizens Bank & Trust Co. 0.23% New 241,620 $10.9M
Creative Planning 0.01% Reduce -31.3% 240,611 $10.8M
Federation des caisses Desjardins du Quebec 0.04% Reduce -6.3% 239,359 $10.8M
BNP Paribas 0.32% Reduce -14.5% 238,533 $10.7M
Swiss Life Asset Management Ltd 0.05% Reduce -35.0% 232,949 $10.5M
Corient Private Wealth LP 0.02% Add +2.3% 230,878 $10.4M
Nisa Investment Advisors, LLC 0.04% Reduce -2.9% 223,919 $10.1M
Cohen & Steers, Inc. 0.02% Reduce -94.3% 222,694 $10.0M
Ilmarinen Mutual Pension Insurance Co 0.07% Add +32.1% 218,000 $9.8M
Public Sector Pension Investment Board 0.04% Add +4.8% 217,802 $9.8M
Fisher Funds Management LTD 0.26% No change 216,711 $9.8M
ASR Vermogensbeheer N.V. 0.12% Add +3.6% 211,983 $9.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +18.0% 204,425 $9.2M
GF Fund Management Co. LTD. 0.16% No change 201,061 $9.0M
Comerica Bank 0.03% Reduce -9.9% 200,053 $9.0M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -4.1% 198,478 $8.9M
Amalgamated Bank 0.06% Reduce -1.6% 196,747 $8.9M
Trexquant Investment LP 0.09% New 193,892 $8.7M
iA Global Asset Management Inc. 0.12% Add +10.3% 193,311 $8.7M
Jane Street Group, LLC 0.01% Add +1702.8% 188,913 $8.5M
Mercer Global Advisors Inc. 0.01% Add +4.9% 187,926 $8.5M
Rockefeller Capital Management L.P. 0.02% Reduce -1.5% 178,706 $8.0M
Pacer Advisors, Inc. 0.02% Reduce -5.0% 177,705 $8.0M
CIBC Bancorp USA Inc. 0.05% — 176,304 $7.9M
Kayne Anderson Capital Advisors LP 0.17% Reduce -13.3% 175,249 $7.9M
Allianz SE 0.17% Add +10.1% 174,015 $7.8M
LSV Asset Management 0.02% Add +32.1% 173,400 $7.8M
Mariner, LLC 0.01% Reduce -4.2% 173,337 $7.8M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -3.9% 169,669 $7.6M
Voleon Capital Management LP 0.19% Add +34.7% 168,483 $7.6M
Utah Retirement Systems 0.07% Add +0.9% 166,897 $7.5M
KBC Group NV 0.02% Reduce -13.8% 166,840 $7.5M
Edmond DE Rothschild Holding S.A. 0.12% Add +17.6% 166,343 $7.5M
Vanguard Personalized Indexing Management, LLC 0.08% Add +6.1% 163,730 $7.4M
Employees Retirement System of Texas 0.07% Reduce -24.4% 163,259 $7.3M
Police & Firemen's Retirement System of New Jersey 0.06% Add +6.1% 162,480 $7.3M
Janney Montgomery Scott LLC 0.02% Add +1.1% 162,199 $7.3M
Xponance LLC 0.06% Reduce -7.8% 161,969 $7.3M
US Bancorp \de 0.01% Add +0.1% 161,718 $7.3M
Teacher Retirement System of Texas 0.03% Reduce -8.7% 161,487 $7.3M
BTG Pactual Asset Management US LLC 0.86% Add +52.8% 160,007 $7.2M
South Dakota Investment Council 0.14% Reduce -3.5% 159,489 $7.2M
USS Investment Management Ltd 0.03% No change 158,326 $7.1M
ING Groep NV 0.04% Add +305.8% 158,037 $7.1M
Yousif Capital Management, LLC 0.08% Reduce -4.3% 157,431 $7.1M
LBP Am SA 0.09% Reduce -0.9% 155,886 $7.0M
Verition Fund Management LLC 0.04% Add +0.8% 149,988 $6.8M
Qube Research & Technologies Ltd 0.01% Reduce -72.4% 147,765 $6.7M
New York Life Investment Management LLC 0.06% Reduce -2.5% 147,575 $6.6M
Schonfeld Strategic Advisors LLC 0.05% New 147,565 $6.6M
Tobam 2.40% Add +34.6% 146,893 $6.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -8.7% 145,089 $6.5M
AIA Group Ltd 0.11% Add +108.9% 141,338 $6.4M
Flputnam Investment Management Co. 0.10% Reduce -0.9% 141,166 $6.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +1.4% 137,050 $6.2M
O'shaughnessy Asset Management, LLC 0.04% Add +17.7% 136,902 $6.2M
Ausbil Investment Management Ltd 3.27% Reduce -14.9% 136,237 $6.1M
Generali Asset Management SPA SGR 0.13% Add +1.8% 135,464 $6.1M
Soros Fund Management 0.14% New 135,000 $6.1M
Fifth Third Bancorp 0.02% Reduce -2.5% 134,063 $6.0M
Woodline Partners LP 0.03% Add +22.2% 133,482 $6.0M
Bank of Nova Scotia 0.01% Add +16.6% 133,359 $6.0M
Elo Mutual Pension Insurance Co 0.10% Add +16.7% 132,529 $6.0M
Hennessy Advisors Inc. 0.20% Reduce -13.1% 131,931 $5.9M
Metis Global Partners, LLC 0.14% Add +18.4% 131,037 $5.9M
Kestra Advisory Services, LLC 0.03% Add +19.4% 130,972 $5.9M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.4% 130,038 $5.9M
New Age Alpha Advisors, LLC 0.24% Reduce -6.2% 129,317 $5.8M
Louisiana State Employees Retirement System 0.10% Reduce -0.3% 126,700 $5.7M
Shelton Capital Management 0.12% Reduce -2.2% 126,087 $5.7M
Profund Advisors LLC 0.18% Reduce -0.0% 125,819 $5.7M
Neuberger Berman Group LLC 0.00% Reduce -17.4% 122,707 $5.5M
New England Asset Management Inc. 0.75% Add +0.6% 122,295 $5.5M
Investment Management Corp of Ontario 0.08% Reduce -39.8% 121,366 $5.5M
Pathstone Holdings, LLC 0.02% Add +4.6% 116,827 $5.3M
Liontrust Investment Partners LLP 0.08% Add +79.1% 115,837 $5.2M
Oregon Public Employees Retirement Fund 0.07% Add +32.2% 115,447 $5.2M
Intact Investment Management Inc. 0.16% Reduce -1.5% 115,200 $5.2M
Polymer Capital Management (US) LLC 0.69% Reduce -0.3% 115,000 $5.2M
Johnson Financial Group, Inc. 0.19% Add +1.1% 114,730 $5.2M
Cibc World Market Inc. 0.01% Add +0.2% 114,059 $5.1M
MML Investors Services, LLC 0.01% Add +9.4% 112,660 $5.1M
OP Asset Management Ltd 0.07% Add +7.4% 112,191 $5.0M
Trinity Legacy Partners, LLC 1.14% Add +2.6% 106,985 $4.9M
Mutual of America Capital Management LLC 0.05% Reduce -5.4% 109,461 $4.9M
State of Alaska, Department of Revenue 0.05% Reduce -4.7% 107,855 $4.9M
Stifel Financial Corp. 0.00% Reduce -4.0% 107,826 $4.9M
Horizon Investments, LLC 0.06% Add +16.1% 108,747 $4.9M
Te Ahumairangi Investment Management Ltd 0.82% Add +18.8% 106,959 $4.8M
Avanza Fonder AB 0.12% No change 104,727 $4.7M
Banque Cantonale Vaudoise 0.18% Add +85.0% 104,115 $4.7M
Vaughan David Investments LLC 0.10% Reduce -88.5% 103,659 $4.7M
FineMark National Bank & Trust 0.15% Add +0.9% 103,376 $4.7M
Agf Management Ltd. 0.02% Reduce -1.4% 103,217 $4.6M
Wasatch Advisors LP 0.02% Add +0.3% 101,682 $4.6M
American Assets Investment Management, LLC 0.33% No change 100,000 $4.5M
Caisse Des Depots Et Consignations 0.19% Add +5.3% 99,747 $4.5M
Intech Investment Management LLC 0.04% Add +60.5% 98,426 $4.4M
UniSuper Management Pty Ltd 0.03% Add +16.2% 98,164 $4.4M
AlphaQuest LLC 0.29% Add +1559.8% 97,981 $4.4M
Credit Agricole S A 0.01% — 95,518 $4.3M
Middleton & Co. Inc. 0.46% Reduce -2.6% 95,152 $4.3M
Norinchukin Bank, The 0.06% Reduce -0.8% 94,976 $4.3M
Empowered Funds, LLC 0.04% Add +16.6% 93,809 $4.2M
Thrivent Financial for Lutherans 0.01% Add +38.3% 92,236 $4.2M
M&T Bank Corp 0.01% Reduce -15.9% 90,707 $4.1M
Ostrum Asset Management 0.18% Add +37.6% 86,758 $3.9M
Advisors Asset Management, Inc. 0.06% Add +36.3% 83,551 $3.8M
HighPoint Advisor Group LLC 0.18% Add +2.7% 82,665 $3.7M
Cornerstone Advisors, LLC 0.12% No change 82,500 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% No change 78,947 $3.6M
Private Advisor Group, LLC 0.02% Reduce -2.9% 78,244 $3.5M
Energy Income Partners, LLC 0.07% Add +0.6% 77,666 $3.5M
Tounjian Advisory Partners, LLC 1.17% Add +7.4% 77,428 $3.5M
Sterling Capital Management LLC 0.05% Reduce -11.4% 76,556 $3.4M
DRW Securities, LLC 0.18% Add +19.9% 75,149 $3.4M
Tudor Investment Corporation 0.02% New 72,369 $3.3M
NewEdge Advisors, LLC 0.01% Add +39.9% 71,801 $3.2M
Mizuho Securities USA LLC 0.07% Add +5.4% 73,561 $3.2M
Abn Amro Investment Solutions 0.06% Reduce -2.1% 69,165 $3.1M
Pekin Hardy Strauss, Inc. 0.31% Reduce -2.4% 69,083 $3.1M
J. Safra Sarasin Holding AG 0.05% Add +27.2% 68,838 $3.1M
Truist Financial Corp. 0.00% Reduce -4.5% 68,630 $3.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -41.2% 67,750 $3.0M
Hennion & Walsh Asset Management, Inc. 0.11% Add +14.4% 65,984 $3.0M
D. E. Shaw & Co. 0.00% Reduce -44.5% 65,833 $3.0M
J.W. Cole Advisors, Inc. 0.06% Add +3.8% 65,051 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.5% 64,777 $2.9M
Tredje AP-fonden 0.02% No change 64,695 $2.9M
Huntington National Bank 0.02% Reduce -2.5% 64,006 $2.9M
Kentucky Retirement Systems 0.08% Reduce -1.0% 63,462 $2.9M
Caprock Group, LLC 0.07% — 64,327 $2.8M
Harvest Fund Management Co., Ltd 0.12% Add +8.1% 62,147 $2.8M
Jamison Private Wealth Management, Inc. 0.36% Add +16.9% 61,749 $2.8M
&partners 0.02% Add +48.1% 61,441 $2.8M
Morningstar Investment Management LLC 0.10% New 61,139 $2.8M
Abundance Wealth Counselors 0.47% Add +4.7% 60,991 $2.7M
Viking Fund Management LLC 0.33% Reduce -3.2% 60,000 $2.7M
Canada Post Corp Registered Pension Plan 0.12% Add +303.7% 60,799 $2.7M
Hartford Investment Management Co. 0.08% Reduce -3.0% 58,949 $2.7M
CWA Asset Management Group, LLC 0.10% Add +330.6% 57,886 $2.6M
Captrust Financial Advisors 0.01% Reduce -3.9% 57,598 $2.6M
Brookstone Capital Management 0.03% Add +0.3% 57,451 $2.6M
Empire Financial Management Company, LLC 0.58% No change 56,701 $2.6M
Midwest Trust Co 0.03% Reduce -0.6% 56,473 $2.5M
Richard Bernstein Advisors LLC 0.07% Reduce -53.7% 56,386 $2.5M
Rakuten Investment Management, Inc. 0.01% — 28,363 $2.5M
Opus Investment Management Inc. 1.56% No change 56,000 $2.5M
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -57.1% 55,058 $2.5M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -97.4% 54,035 $2.4M
Tidal Investments LLC 0.01% Add +7.1% 53,938 $2.4M
Exchange Traded Concepts, LLC 0.02% Add +92.9% 53,711 $2.4M
Assetmark, Inc. 0.01% Add +5.2% 53,474 $2.4M
Covington Investment Advisors Inc. 0.31% Reduce -0.2% 53,399 $2.4M
Plato Investment Management Ltd 0.16% No change 53,443 $2.4M
1832 Asset Management L.P. 0.00% Reduce -12.0% 52,789 $2.4M
Stenger Family Office, LLC 0.49% Add +1.5% 49,280 $2.4M
Park Avenue Securities LLC 0.02% Add +9.8% 52,472 $2.4M
Stratos Investment Management, LLC 0.10% Add +7.4% 52,351 $2.4M
Blair William & Co. 0.01% Add +7.2% 51,701 $2.3M
CI Investments Inc. 0.01% Reduce -11.6% 51,649 $2.3M
Tower Research Capital LLC (TRC) 0.06% Add +163.2% 51,655 $2.3M
Principle Wealth Partners LLC 0.13% Add +0.3% 51,135 $2.3M
Strategic Planning, Inc. 1.33% Add +0.9% 50,888 $2.3M
Crossmark Global Holdings, Inc. 0.03% Reduce -13.6% 50,776 $2.3M
Brown Advisory Inc. 0.00% Add +0.2% 50,737 $2.3M
Gulf International Bank (UK) Ltd 0.07% Reduce -2.5% 50,232 $2.3M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -2.8% 49,671 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -7.5% 48,776 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -2.2% 48,688 $2.2M
Bragg Financial Advisors, Inc 0.07% Reduce -10.9% 48,481 $2.2M
Commerce Bank 0.01% Add +2.9% 48,100 $2.2M
Qsemble Capital Management, LP 0.21% Add +292.6% 48,062 $2.2M
Lido Advisors, LLC 0.01% Add +10.3% 48,004 $2.2M
Summit Global Investments 0.13% Reduce -4.2% 47,606 $2.1M
WealthTrust Axiom LLC 0.57% Reduce -0.2% 47,524 $2.1M
Summit Trail Advisors, LLC 0.03% Add +50.3% 47,086 $2.1M
Tokio Marine Asset Management Co. Ltd. 0.07% Reduce -1.1% 46,415 $2.1M
New Mexico Educational Retirement Board 0.06% Reduce -3.0% 45,559 $2.1M
E. Ohman J:or Asset Management AB 0.05% Add +7.2% 44,724 $2.0M
Providence Wealth Advisors, LLC 1.26% Add +7.5% 42,032 $2.0M
DC Investments Management, LLC 0.82% No change 44,187 $2.0M
Essex LLC 0.36% Reduce -13.4% 43,750 $2.0M
Quantitative Investment Management, LLC 0.27% Reduce -43.8% 43,008 $1.9M
Ameritas Investment Partners, Inc. 0.06% Add +0.7% 42,890 $1.9M
AG2R La Mondiale Gestion D'actifs 0.10% No change 44,412 $1.9M
Econ Financial Services Corp 0.96% New 42,789 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -6.0% 41,606 $1.9M
GTS Securities LLC 0.07% Add +388.4% 41,309 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -26.7% 41,087 $1.8M
Vident Advisory, LLC 0.02% Reduce -38.5% 41,024 $1.8M
Quantbot Technologies LP 0.05% New 40,800 $1.8M
Parallax Volatility Advisers, L.P. 0.06% Add +81.4% 40,610 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +4.7% 43,267 $1.8M
MAI Capital Management 0.01% Add +4.6% 40,362 $1.8M
Steel Grove Capital Advisors, LLC 0.22% No change 41,702 $1.8M
SageView Advisory Group, LLC 0.06% Add +257.2% 39,941 $1.8M
StoneX Group Inc. 0.08% Add +1.4% 39,463 $1.8M
Rothschild Investment LLC 0.10% Reduce -0.1% 39,441 $1.8M
PKO Investment Management Joint-Stock Co 0.15% New 39,000 $1.8M
AlphaStar Capital Management, LLC 0.15% Add +9.8% 38,848 $1.7M
Ascent Group, LLC 0.06% Add +28.4% 38,628 $1.7M
Howard Capital Management, LLC 0.02% Add +28.7% 37,775 $1.7M
Coldstream Capital Management Inc. 0.02% Add +23.2% 37,612 $1.7M
Savant Capital, LLC 0.01% Add +2.3% 37,475 $1.7M
Narwhal Capital Management 0.12% Reduce -11.8% 37,180 $1.7M
Allstate Corp. 0.04% New 37,029 $1.7M
Cwm, LLC 0.01% Add +9.0% 36,965 $1.7M
Westpac Banking Corp. 0.10% Add +15.5% 36,870 $1.7M
Aigen Investment Management, LP 0.25% New 36,437 $1.6M
RIA Advisory Group LLC 0.42% Add +50.5% 36,184 $1.6M
HB Wealth Management, LLC 0.01% Add +10.3% 36,085 $1.6M
OMERS ADMINISTRATION Corp 0.01% No change 35,765 $1.6M
NorthCoast Asset Management LLC 0.01% Reduce -64.0% 35,481 $1.6M
Shell Asset Management Co. 0.16% Reduce -73.0% 35,316 $1.6M
Sompo Asset Management Co., Ltd. 0.27% Reduce -16.2% 35,230 $1.6M
Empirical Finance, LLC 0.08% Add +1.0% 35,162 $1.6M
Vestcor Inc 0.05% No change 34,715 $1.6M
Trust Co. of Toledo NA 0.16% Add +0.4% 34,551 $1.6M
Entropy Technologies, LP 0.11% New 33,568 $1.5M
Sargent Investment Group, LLC 0.21% Add +34.8% 33,490 $1.5M
Iowa State Bank 0.28% Reduce -0.2% 33,264 $1.5M
Argyle Capital Management, LLC 0.52% Add +2.5% 33,142 $1.5M
Kestra Private Wealth Services, LLC 0.02% Add +102.0% 32,633 $1.5M
Leo Wealth, LLC 0.19% Add +2.9% 32,412 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -75.1% 32,293 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 32,190 $1.4M
Wealthspire Advisors, LLC 0.01% Add +4.7% 31,938 $1.4M
Foster & Motley Inc. 0.08% Reduce -3.4% 31,879 $1.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.11% No change 31,600 $1.4M
Jump Financial, LLC 0.02% Reduce -45.2% 30,903 $1.4M
Global Retirement Partners, LLC 0.03% Add +128.7% 30,902 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.1% 30,459 $1.4M
Occudo Quantitative Strategies LP 0.17% New 30,399 $1.4M
Advanced Asset Management Advisors Inc 0.37% No change 30,396 $1.4M
iSAM Funds (UK) Ltd 0.28% New 30,369 $1.4M
Burney Co./ 0.04% Reduce -0.6% 30,134 $1.4M
Pensionfund Sabic 0.37% No change 29,900 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +37.9% 29,897 $1.3M
Gsa Capital Partners LLP 0.11% New 29,891 $1.3M
Raiffeisen Bank International AG 0.02% Add +115.7% 30,367 $1.3M
Etesian Wealth Advisors, Inc. 0.44% Reduce -9.9% 29,664 $1.3M
Principal Securities, Inc. 0.02% Reduce -1.7% 29,510 $1.3M
HBK Sorce Advisory LLC 0.03% Add +3.8% 27,448 $1.3M
Apollon Wealth Management, LLC 0.02% Add +5.6% 28,969 $1.3M
Jones Financial Companies LLLP 0.00% Add +51.6% 29,438 $1.3M
Nilsine Partners, LLC 0.11% Add +11.5% 28,097 $1.3M
Uncommon Cents Investing LLC 0.31% Add +3.6% 28,010 $1.3M
Praxis Investment Management Inc. 0.07% No change 27,760 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +18.1% 27,515 $1.2M
Mufg Securities Americas Inc. 0.08% Add +21.7% 27,236 $1.2M
Samjo Management, LLC 0.47% No change 27,100 $1.2M
Capital International, Inc. 0.01% New 26,800 $1.2M
China Universal Asset Management Co., Ltd. 0.10% Add +16.3% 26,663 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -2.2% 26,601 $1.2M
Chicago Partners Investment Group LLC 0.03% Add +10.2% 24,989 $1.2M
Vise Technologies, Inc. 0.04% Reduce -36.7% 26,462 $1.2M
Qtron Investments LLC 0.15% Add +134.8% 26,445 $1.2M
Choreo, LLC 0.02% Add +18.7% 26,435 $1.2M
Allworth Financial LP 0.01% Add +2.7% 26,167 $1.2M
Convergence Investment Partners, LLC 0.26% Add +16.3% 26,093 $1.2M
Aviso Wealth Management 0.51% Reduce -2.6% 26,011 $1.2M
Genus Capital Management Inc. 0.14% New 26,000 $1.2M
Merit Financial Group, LLC 0.01% Reduce -7.1% 25,998 $1.2M
Wealthcare Advisory Partners LLC 0.02% Add +1.8% 25,998 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -0.9% 25,808 $1.2M
Diversify Advisory Services, LLC 0.04% Add +7.1% 25,086 $1.2M
FCG Investment Co 0.54% Add +24.7% 25,714 $1.2M
Atria Investments, Inc 0.01% Add +6.2% 25,662 $1.2M
AdvisorNet Financial, Inc 0.07% Add +1.3% 25,610 $1.2M
Spirit of America Management Corp. 0.23% Add +26.7% 25,600 $1.2M
VestGen Advisors, LLC 0.04% Reduce -0.1% 25,581 $1.2M
Prosperity Consulting Group, LLC 0.06% Add +3.6% 25,573 $1.2M
D.A. Davidson & Co. 0.01% Reduce -2.9% 25,527 $1.1M
Transcend Capital Advisors, LLC 0.08% Add +1.9% 25,303 $1.1M
Graham Capital Management, L.P. 0.06% Reduce -4.3% 25,276 $1.1M
MASTERINVEST Kapitalanlage GmbH 0.11% Add +32.5% 25,178 $1.1M
Dynamic Technology Lab Private Ltd 0.19% Add +367.5% 25,099 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -7.5% 25,068 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.5% 25,040 $1.1M
Point Windward Advisors Inc. 0.53% Add +8.6% 24,951 $1.1M
Citizens Financial Group Inc. 0.02% Add +14.3% 24,508 $1.1M
Great Valley Advisor Group, Inc. 0.02% Add +4.0% 24,479 $1.1M
TD Private Client Wealth LLC 0.02% Reduce -0.4% 24,474 $1.1M
Intrust Bank NA 0.09% Reduce -2.7% 24,416 $1.1M
Mgo One Seven LLC 0.03% Add +118.5% 24,190 $1.1M
Harbor Capital Advisors, Inc. 0.08% Add +2.7% 24,012 $1.1M
Measured Wealth Private Client Group, LLC 0.29% Add +10.5% 23,936 $1.1M
GAMMA Investing LLC 0.06% Add +17.3% 23,931 $1.1M
Peapack Gladstone Financial Corp. 0.01% Reduce -1.7% 23,869 $1.1M
Radnor Capital Management, LLC 0.16% No change 23,707 $1.1M
V-Square Quantitative Management LLC 0.18% Add +3.5% 23,453 $1.1M
Meeder Advisory Services, Inc. 0.05% Reduce -3.0% 23,241 $1.0M
Kingsview Wealth Management, LLC 0.02% Add +4.1% 23,134 $1.0M
FRG Family Wealth Advisors LLC 0.17% No change 22,774 $1.0M
Rwa Wealth Partners, LLC 0.01% Reduce -2.8% 22,682 $1.0M
Affinity Investment Advisors, LLC 0.69% Reduce -2.0% 22,608 $1.0M
Boothbay Fund Management, LLC 0.03% Add +23.1% 22,566 $1.0M
Independent Advisor Alliance 0.03% Add +2.0% 22,172 $998K
Siemens Fonds Invest GmbH 0.05% No change 22,028 $991K
Wedbush Securities Inc. 0.03% Add +12.6% 21,458 $966K
Great Lakes Advisors, LLC 0.01% New 21,453 $966K
GC Wealth Management RIA, LLC 0.03% Add +187.6% 21,361 $961K
Bailard, Inc. 0.02% Add +29.9% 21,241 $956K
Oppenheimer & Co. Inc. 0.01% Reduce -1.0% 20,759 $934K
Groupama Asset Managment 0.01% New 20,645 $929K
Sowell Financial Services LLC 0.04% Add +1.1% 20,499 $923K
Modern Wealth Management, LLC 0.02% Add +4.0% 20,260 $912K
one8zero8, LLC 0.20% No change 20,156 $907K
Paradigm Asset Management Co. LLC 0.21% No change 19,905 $896K
Tiaa Trust, National Association 0.00% Add +0.5% 19,881 $895K
CIBC Private Wealth Group LLC 0.00% Add +28.2% 19,846 $893K
Two Sigma Investments, LP 0.00% Reduce -72.6% 19,700 $887K
Global Financial Private Client, LLC 0.31% Add +11.0% 19,559 $880K
Greenleaf Trust 0.01% Add +3.5% 19,557 $880K
MUFG Securities EMEA plc 0.02% Add +552.9% 19,332 $870K
Elevated Capital Advisors, LLC 0.21% Reduce -13.9% 18,893 $850K
Equitable Holdings, Inc. 0.01% Add +0.1% 18,718 $842K
Commerzbank Aktiengesellschaft 0.02% No change 18,526 $834K
Jacobi Capital Management LLC 0.05% Reduce -9.9% 18,305 $824K
Ballentine Partners, LLC 0.01% Add +9.6% 18,050 $812K
Westerkirk Capital Inc. 0.09% No change 18,001 $810K
Tema ETFs LLC 0.07% New 17,897 $806K
IHT Wealth Management, LLC 0.02% Add +0.3% 17,828 $802K
Wesbanco Bank Inc. 0.02% Add +102.6% 17,733 $798K
44 Wealth Management LLC 0.27% Reduce -3.8% 17,728 $798K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +6.6% 17,697 $797K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.0% 17,463 $786K
World Equity Group, Inc. 0.18% Reduce -0.0% 17,449 $785K
Investment Research Partners LLC 0.35% — 16,609 $784K
Aaron Wealth Advisors LLC 0.05% Add +91.4% 17,371 $782K
Costello Asset Management, INC 0.26% Reduce -0.5% 17,366 $782K
Signaturefd, LLC 0.01% Add +2.9% 17,349 $781K
Blueshift Asset Management, LLC 0.24% New 17,265 $777K
San Luis Wealth Advisors LLC 0.14% Add +21.2% 17,031 $767K
Simmons Bank 0.05% Reduce -0.9% 17,013 $766K
Integrated Advisors Network LLC 0.03% Reduce -8.2% 16,958 $763K
Quadrant Capital Group LLC 0.02% Reduce -0.3% 16,743 $754K
Perigon Wealth Management, LLC 0.02% Add +5.3% 16,679 $751K
Frank, Rimerman Advisors LLC 0.05% Add +1.9% 16,620 $748K
North Star Investment Management Corp. 0.05% Add +0.4% 16,605 $747K
Waverly Advisors, LLC 0.01% Reduce -0.9% 16,600 $747K
International Assets Investment Management, LLC 0.06% No change 17,127 $743K
Reaves W H & Co. Inc. 0.01% Reduce -2.8% 16,365 $737K
Bleakley Financial Group, LLC 0.02% Add +17.7% 16,351 $736K
Sigma Planning Corp 0.02% Reduce -0.4% 16,290 $733K
Arvest Bank Trust Division 0.04% New 16,188 $729K
SVB Wealth LLC 0.04% New 16,060 $723K
Callan Family Office, LLC 0.02% Reduce -11.6% 15,981 $719K
Wealthcare Capital Partners, LLC 0.33% Add +0.6% 15,968 $719K
Arax Advisory Partners 0.01% Add +877.0% 15,925 $717K
Synovus Financial Corp. 0.01% Reduce -0.7% 15,835 $713K
Prospera Financial Services Inc 0.01% Reduce -1.4% 15,777 $711K
Vontobel Holding Ltd. 0.00% Add +60.7% 15,742 $709K
Keybank National Association 0.00% Add +11.6% 15,685 $706K
Savvy Advisors, Inc. 0.03% Reduce -4.0% 15,672 $705K
LaSalle St. Investment Advisors, LLC 0.13% Add +2.4% 15,675 $705K
Stance Capital LLC 0.26% Reduce -63.3% 15,582 $701K
ICICI Prudential Asset Management Co Ltd 0.07% Add +22.6% 15,510 $698K
Texas Bank & Trust Co 0.26% Reduce -0.7% 15,342 $691K
Archer Investment Corp 0.16% No change 15,278 $688K
Arkadios Wealth Advisors 0.02% Add +46.5% 15,239 $686K
STF Management LP 0.25% Reduce -2.6% 15,159 $682K
Caldwell Trust Co 0.06% Add +3.6% 15,062 $678K
Fifth Third Wealth Advisors LLC 0.02% Add +9.5% 14,898 $671K
Farther Finance Advisors, LLC 0.01% Add +14.6% 14,892 $670K
Beacon Pointe Advisors, LLC 0.01% Add +7.7% 14,807 $666K
Cooper Financial Group 0.07% Reduce -5.4% 14,805 $666K
GAMCO Investors 0.01% Reduce -1.9% 14,577 $656K
Fiduciary Alliance LLC 0.04% Reduce -1.2% 14,552 $655K
Foundations Investment Advisors, LLC 0.01% Reduce -42.9% 14,481 $652K
Clough Capital Partners L P 0.06% New 14,317 $644K
Total Clarity Wealth Management, Inc. 0.17% Add +2.6% 14,295 $643K
Ingalls & Snyder LLC 0.02% Reduce -6.0% 14,280 $643K
Montecito Bank & Trust 0.10% — 14,255 $642K
Moody National Bank Trust Division 0.05% Add +0.5% 14,254 $642K
Stoneridge Investment Partners LLC 0.44% No change 14,231 $641K
Black Diamond Financial, LLC 0.07% Add +0.0% 14,152 $637K
Syon Capital LLC 0.03% Add +61.9% 14,090 $634K
Lakeside Advisors, INC. 0.40% Reduce -7.6% 14,008 $631K
Florida Trust Wealth Management Co 0.02% No change 13,985 $629K
PTM Wealth Management, LLC 0.37% Add +0.9% 13,671 $625K
TriaGen Wealth Management LLC 0.16% Reduce -1.4% 13,860 $624K
Aptus Capital Advisors, LLC 0.01% Add +5.9% 13,530 $609K
Kintegral Advisory, LLC 0.05% Reduce -0.4% 13,508 $608K
Investors Research Corp 0.11% No change 13,484 $607K
Partnership Wealth Management, LLC 0.47% No change 13,467 $606K
Smartleaf Asset Management LLC 0.04% Add +26.3% 13,690 $606K
Bessemer Group Inc. 0.00% Add +21.3% 13,463 $606K
BLB&B Advisors, LLC 0.03% Reduce -6.1% 13,428 $604K
Steph & Co. 0.18% Reduce -14.5% 13,381 $602K
LSP Investment Advisors, LLC 0.36% No change 13,274 $597K
Benjamin Edwards Inc. 0.01% New 13,149 $592K
AlphaCore Capital LLC 0.02% Add +491.0% 13,127 $591K
Parallel Advisors, LLC 0.01% Add +3.6% 12,905 $581K
PFG Investments, LLC 0.03% Reduce -5.1% 12,898 $581K
Axq Capital, LP 0.22% New 12,891 $580K
Sagespring Wealth Partners, LLC 0.01% Reduce -3.2% 12,866 $579K
Cornerstone National Bank & Trust Co 0.24% No change 12,860 $579K
Nexus Investment Management ULC 0.08% Add +12.6% 12,857 $579K
Independent Financial Group, LLC 0.01% Reduce -0.0% 12,826 $577K
Plimoth Trust Co. LLC 0.13% Reduce -0.9% 12,825 $577K
Lombard Odier Asset Management (Switzerland) SA 0.03% Reduce -21.6% 12,710 $572K
Sumitomo Life Insurance Co. 0.02% Reduce -4.0% 12,654 $570K
Lansing Street Advisors 0.15% Add +0.5% 12,603 $567K
Morton Community Bank 0.13% Reduce -84.1% 12,260 $565K
Redhawk Wealth Advisors, Inc. 0.07% Add +120.5% 12,494 $562K
Legacy Solutions, LLC 0.50% Add +0.2% 12,321 $555K
Ausdal Financial Partners, Inc. 0.03% Add +5.8% 12,282 $553K
Vinva Investment Management Ltd 0.01% Reduce -24.7% 12,449 $551K
Van Cleef Asset Management,Inc 0.06% Reduce -0.2% 12,244 $551K
First Manhattan Co. Llc. 0.00% Add +2.0% 12,238 $551K
Ashton Thomas Securities, LLC 0.08% Reduce -6.2% 12,143 $547K
Arvest Investments, Inc. 0.08% New 12,082 $544K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.4% 12,077 $544K
LMR Partners LLP 0.01% Add +73.3% 12,062 $543K
Pinnacle Associates Ltd. 0.01% Add +2.6% 12,008 $540K
Supplemental Annuity Collective Trust of NJ 0.14% No change 12,000 $540K
Cora Capital Advisors LLC 0.23% Reduce -0.0% 11,940 $537K
Gladstone Institutional Advisory LLC 0.02% Reduce -45.4% 11,913 $536K
Tsfg, LLC 0.08% Reduce -1.4% 11,839 $533K
Campion Asset Management 0.38% Reduce -3.0% 11,841 $533K
Ellevest, Inc. 0.08% New 11,736 $528K
Alethea Capital Management, LLC 0.34% New 11,693 $526K
Azimuth Capital Investment Management LLC 0.02% Reduce -1.7% 11,650 $524K
Wexford Capital LP 0.16% Reduce -62.4% 11,507 $518K
Kintra Wealth, LLC 0.29% Reduce -3.0% 11,462 $516K
Strategic Advisors LLC 0.08% Add +0.0% 11,453 $516K
Carret Asset Management, LLC 0.05% Add +4.8% 11,424 $514K
Midland Wealth Advisors, LLC 0.03% No change 11,358 $511K
Mather Group, Llc. 0.01% Add +40.2% 11,264 $507K
Centennial Wealth Advisory LLC 0.14% Add +6.8% 11,192 $504K
Ameritas Advisory Services, LLC 0.03% Add +246.0% 11,172 $503K
Norden Group LLC 0.05% Add +4.0% 11,134 $501K
World Investment Advisors 0.01% Reduce -4.7% 11,104 $500K
Axxcess Wealth Management, LLC 0.01% Add +2.2% 11,058 $498K
Lanark Financial, Inc. 0.04% Reduce -8.6% 11,025 $496K
Optas, LLC 0.08% Add +103.2% 11,019 $496K
Smith Group Asset Management, LLC 0.03% No change 11,000 $495K
VeraBank, N.A. 0.09% No change 10,895 $490K
Significant Wealth Partners LLC 0.24% Reduce -0.2% 10,881 $490K
Diversified Trust Co. 0.01% Reduce -74.8% 10,861 $489K
Atom Investors LP 0.04% Add +27.5% 10,841 $488K
Mediolanum International Funds Ltd 0.01% Reduce -76.1% 10,925 $484K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +8.1% 10,736 $483K
Spire Wealth Management 0.02% Add +16.7% 10,717 $482K
Blue Bell Private Wealth Management, LLC 0.07% Add +56273.7% 10,711 $482K
Segment Wealth Management, LLC 0.03% Add +3.8% 10,706 $482K
AmeriServ Wealth Advisors 0.24% Reduce -0.1% 10,684 $481K
Bollard Group LLC 0.01% Add +0.8% 10,583 $476K
Brevan Howard Capital Management LP 0.01% Reduce -80.0% 10,564 $475K
Diversified Enterprises, LLC 0.03% Reduce -3.9% 10,495 $472K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -16.8% 10,437 $470K
Fidelis Capital Partners, LLC 0.04% Add +0.4% 10,435 $470K
Johnson Investment Counsel Inc. 0.00% Add +1.2% 10,411 $469K
SummitTX Capital, L.P. 0.02% Reduce -46.2% 10,326 $465K
Brooklyn Investment Group 0.06% Reduce -0.5% 10,821 $464K
Checchi Capital Advisers, LLC 0.03% Reduce -4.7% 10,263 $462K
NorthRock Partners, LLC 0.01% Add +12.1% 10,214 $460K
NJ State Employees Deferred Compensation Plan 0.05% No change 10,200 $459K
Compound Planning, Inc. 0.01% Add +30.4% 10,191 $459K
Stonegate Investment Group, LLC 0.01% Reduce -2.1% 10,188 $459K
Haverford Trust Co 0.00% No change 10,182 $458K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.8% 10,181 $458K
Clearbridge Investments, LLC 0.00% New 10,141 $456K
Catalyst Financial Partners LLC 0.05% Add +1.0% 10,051 $452K
Avantra Family Wealth, Inc. 0.34% Reduce -1.1% 10,028 $451K
Lantz Financial LLC 0.10% Add +11.6% 9,975 $449K
Financial Consulate, Inc. 0.06% New 9,961 $448K
Cigna Investments Inc. 0.06% No change 9,925 $447K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -30.8% 9,855 $446K
Addis & Hill, Inc 0.27% No change 9,884 $445K
Level Four Advisory Services, LLC 0.02% Add +0.3% 9,790 $441K
Prime Capital Investment Advisors, LLC 0.01% Add +0.4% 9,689 $436K
Bokf, NA 0.01% Reduce -1.2% 9,688 $436K
Clearstead Advisors, LLC 0.01% Add +0.5% 9,668 $435K
Trivium Point Advisory, LLC 0.04% Add +19.6% 9,664 $435K
Journey Strategic Wealth LLC 0.01% Reduce -8.9% 9,641 $434K
Erste Asset Management GmbH 0.00% Reduce -49.4% 9,799 $434K
Bayesian Capital Management, LP 0.09% New 9,625 $433K
MPS Loria Financial Planners, LLC 0.12% Reduce -1.3% 9,614 $433K
Finward Bancorp 0.33% Reduce -0.8% 9,576 $431K
Community Bank & Trust, Waco, Texas 0.09% Reduce -1.2% 9,555 $430K
Cidel Asset Management Inc. 0.02% Reduce -3.9% 9,499 $428K
Investment Advisory Services Inc. /TX 0.13% Reduce -14.6% 9,490 $427K
Rothschild Wealth LLC 0.09% Add +0.6% 9,458 $426K
Onyx Bridge Wealth Group LLC 0.05% Add +0.8% 9,372 $422K
Paragon Financial Partners, Inc. 0.27% No change 9,326 $420K
Catalyst Funds Management Pty Ltd 0.06% New 9,300 $419K
Seeds Investor LLC 0.09% Reduce -4.2% 9,295 $418K
Summit Financial, LLC 0.01% Add +7.1% 9,242 $416K
Groupe la Francaise 0.01% Add +16.1% 9,132 $411K
Fiera Capital Corp 0.00% No change 9,120 $410K
Advisory Alpha, LLC 0.01% Add +32.8% 9,106 $410K
Rockland Trust Co. 0.02% Reduce -2.9% 9,082 $409K
Waterloo Capital, L.P. 0.03% Add +2.7% 9,075 $408K
Wedmont Private Capital 0.02% Add +6.2% 8,703 $407K
Siligmueller & Norvid Wealth Advisors LLC 0.18% New 8,998 $405K
Verdence Capital Advisors LLC 0.02% Reduce -18.8% 8,401 $404K
LGT Group Foundation 0.00% Reduce -29.3% 8,947 $403K
Inscription Capital, LLC 0.04% New 8,920 $401K
Essex Financial Services, Inc. 0.02% Add +0.3% 8,857 $399K
CENTRAL TRUST Co 0.01% Add +0.3% 8,833 $398K
First Heartland Consultants, Inc. 0.03% Add +10.5% 8,822 $397K
Resonant Capital Advisors, LLC 0.02% Add +11.2% 8,791 $396K
Asahi Life Asset Management Co., LTD. 0.22% Add +2.3% 8,770 $395K
Goldstone Financial Group, LLC 0.05% Add +0.6% 8,701 $392K
Financial Advisors Network, Inc. 0.06% Add +4.9% 8,638 $389K
Aull & Monroe Investment Management Corp 0.20% Reduce -1.1% 8,610 $388K
Confluence Wealth Services, Inc. 0.02% No change 8,610 $387K
Private Trust Co. NA 0.03% Reduce -0.4% 8,546 $385K
Compagnie Lombard Odier SCmA 0.00% Add +34.0% 8,545 $385K
Marietta Investment Partners LLC 0.07% No change 8,500 $383K
Founders Financial Securities LLC 0.03% Reduce -6.8% 8,382 $377K
Nikulski Financial, Inc. 0.09% No change 8,346 $376K
Harbor Investment Advisory, LLC 0.03% No change 8,303 $374K
Cohen Klingenstein LLC 0.01% No change 8,200 $369K
LOM Asset Management Ltd 0.11% Reduce -5.2% 8,200 $369K
Romano Brothers and Company 0.04% No change 8,146 $367K
Alpha Omega Wealth Management LLC 0.06% No change 8,145 $367K
Mma Asset Management LLC 0.12% New 8,097 $364K
First National Bank & Trust Co. of Newtown 0.07% Reduce -7.5% 8,070 $363K
Providence Capital Advisors, LLC 0.06% No change 8,061 $363K
Platform Technology Partners 0.09% Reduce -4.7% 8,044 $362K
Quarry LP 0.09% New 8,013 $361K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -0.1% 8,009 $360K
Advisory Services Network, LLC 0.01% Reduce -0.6% 7,956 $358K
Kingswood Wealth Advisors, LLC 0.02% Add +8.0% 7,934 $357K
Stephens Inc. 0.00% Reduce -0.4% 7,903 $356K
Elyxium Wealth, LLC 0.12% Reduce -15.3% 7,902 $356K
Veery Capital, LLC 0.11% No change 7,872 $354K
Insight Advisors, LLC/ PA 0.05% No change 7,834 $353K
CreativeOne Wealth, LLC 0.01% Add +6.6% 7,820 $352K
Hendershot Investments Inc. 0.04% No change 7,799 $351K
Marshall Financial Group, LLC 0.07% No change 7,795 $351K
Signature Estate & Investment Advisors LLC 0.01% Add +0.3% 7,770 $350K
OneDigital Investment Advisors LLC 0.00% Reduce -4.9% 7,733 $348K
Advanced Portfolio Management, LLC 0.90% No change 7,831 $347K
Essex Bank 0.08% Reduce -0.4% 7,702 $347K
Mutual Advisors, LLC 0.01% Add +49.8% 7,260 $346K
Calydon Capital 0.05% Add +3.7% 7,619 $343K
Riverwater Partners LLC 0.14% Reduce -3.3% 7,530 $339K
Snowden Capital Advisors LLC 0.01% Reduce -1.1% 7,520 $338K
Hollencrest Capital Management 0.01% No change 7,500 $338K
KLCM Advisors, Inc. 0.03% No change 7,476 $336K
Trust Point Inc. 0.03% Add +26.6% 7,435 $335K
VSM Wealth Advisory, LLC 0.10% Add +0.2% 7,396 $333K
Crestwood Advisors Group, LLC 0.01% Add +26.1% 7,375 $332K
Csenge Advisory Group 0.02% New 7,369 $332K
Ossiam 0.00% Reduce -69.7% 7,366 $332K
Composition Wealth, LLC 0.00% Add +13.6% 7,327 $330K
CGN Advisors LLC 0.03% Add +0.0% 7,299 $329K
RMG Wealth Management LLC 0.05% Reduce -5.1% 6,814 $328K
Evergreen Capital Management LLC 0.01% Reduce -2.5% 7,268 $327K
Canandaigua National Bank & Trust Co. 0.03% Add +2.1% 7,225 $325K
Kennedy Investment Group, Inc. 0.13% Add +5.9% 7,202 $324K
Union Bancaire Privee, UBP SA 0.00% Reduce -37.5% 8,338 $321K
Arete Wealth Advisors, LLC 0.02% Add +2.3% 7,080 $319K
WBH Advisory Inc. 0.02% Reduce -9.0% 7,075 $318K
Berger Financial Group, Inc 0.02% Reduce -0.7% 7,064 $318K
Bank & Trust Co 0.23% No change 7,026 $316K
Capital Investment Advisors, LLC 0.01% Add +10.4% 6,994 $315K
Tiemann Investment Advisors, LLC 0.12% Reduce -4.1% 6,975 $314K
Capital Square, LLC 0.16% Reduce -28.8% 6,912 $311K
Hartline Investment Corp./ 0.03% No change 6,873 $309K
DAVENPORT & Co LLC 0.00% Add +1.9% 6,862 $309K
Bank of New Hampshire 0.07% Reduce -1.4% 6,829 $307K
Strategic Financial Concepts, LLC 0.04% Reduce -9.0% 6,822 $307K
Valeo Financial Advisors, LLC 0.01% Add +7.0% 6,800 $306K
Clarius Group, LLC 0.02% Add +2.1% 6,780 $305K
Blue Trust, Inc. 0.00% Reduce -1.5% 6,740 $303K
Allegheny Financial Group 0.06% Reduce -16.7% 6,723 $303K
Leigh Baldwin & Co., LLC 0.17% Add +0.6% 6,686 $301K
Cassaday & Co Wealth Management LLC 0.01% Reduce -3.6% 6,667 $300K
Compton Financial Group, LLC 0.07% Add +0.2% 6,651 $299K
Moneta Group Investment Advisors LLC 0.00% New 6,585 $296K
Debussy Capital Management LP 0.04% Add +0.9% 6,485 $292K
Key Financial Inc 0.05% No change 6,462 $291K
Defined Financial Planning LLC 0.24% Add +1.3% 6,234 $291K
Eisler Capital Management Ltd. 0.01% New 6,579 $291K
Baldwin Investment Management, LLC 0.03% New 6,450 $290K
Manske Wealth Management 0.09% Reduce -3.0% 6,432 $290K
EverSource Wealth Advisors, LLC 0.01% Reduce -4.7% 6,431 $289K
First Command Advisory Services, Inc. 0.00% Add +45.6% 6,388 $288K
Keel Point, LLC 0.02% Add +31.6% 6,380 $287K
HUB Investment Partners, LLC 0.01% Add +21.5% 6,352 $286K
PDS Planning, Inc 0.02% Add +12.5% 6,350 $286K
Cornerstone Advisory, LLC 0.03% Add +0.7% 6,350 $286K
TCV Trust & Wealth Management, Inc. 0.02% Add +29.5% 6,329 $285K
Bearing Point Capital, LLC 0.05% No change 6,287 $283K
Wealth Management Associates, Inc. 0.10% Reduce -0.6% 6,283 $283K
Brighton Jones LLC 0.01% Add +11.3% 6,239 $281K
Plotkin Financial Advisors, LLC 0.14% No change 6,191 $279K
Harbour Investments, Inc. 0.01% Reduce -11.2% 6,171 $278K
Ledyard National Bank 0.02% No change 6,128 $276K
Northwest Bancshares, Inc. 0.05% Reduce -4.7% 6,112 $275K
CX Institutional 0.01% Add +0.3% 6,103 $275K
Kentucky Trust Co 0.15% No change 6,100 $275K
CRA Financial Services, LLC 0.04% Add +16.7% 6,085 $274K
Requisite Capital Management, LLC 0.05% New 6,019 $271K
International Private Wealth Advisors LLC 0.17% Reduce -10.3% 6,018 $271K
JFS Wealth Advisors, LLC 0.02% Add +1.3% 6,014 $271K
Eagle Wealth Strategies LLC 0.13% Add +19.4% 5,995 $270K
Argent Trust Co 0.01% Reduce -13.8% 5,978 $269K
Signal Advisors Wealth, LLC 0.02% Reduce -23.6% 5,947 $268K
Bill Few Associates, Inc. 0.07% Add +8.6% 5,936 $267K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -57.0% 5,947 $267K
Bryn Mawr Trust Advisors, LLC 0.01% New 5,888 $265K
Patton Fund Management, Inc. 0.05% Reduce -90.0% 5,876 $264K
Invested Advisors 0.38% — 6,915 $264K
Phoenix Wealth Advisors 0.10% Add +2.1% 5,840 $263K
West Family Investments, Inc. 0.06% Add +0.7% 5,830 $262K
Community Bank, N.A. 0.03% Reduce -64.3% 5,760 $259K
Duncker Streett & Co. Inc. 0.04% Add +11.8% 5,692 $256K
Enterprise Financial Services Corp 0.13% Reduce -2.3% 5,691 $256K
Telos Capital Management, Inc. 0.02% No change 5,687 $256K
SeaCrest Wealth Management, LLC 0.03% Add +3.9% 5,455 $254K
Retirement Planning Co of New England, Inc. 0.10% No change 5,610 $253K
Calton & Associates, Inc. 0.04% Add +0.4% 5,599 $252K
Greenfield Savings Bank 0.11% Add +3.5% 5,595 $252K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -11.8% 5,586 $251K
Lineweaver Wealth Advisors, LLC 0.04% Reduce -0.7% 5,555 $250K
Financial Council, LLC 0.11% No change 5,549 $250K
Baltimore-Washington Financial Advisors, Inc. 0.01% Reduce -0.9% 5,520 $248K
Northstar Advisory Group, LLC 0.10% Reduce -5.4% 5,519 $248K
Smith, Moore & Co. 0.02% Add +2.7% 5,511 $248K
Successful Portfolios LLC 0.14% Reduce -6.2% 5,478 $247K
Brown Brothers Harriman & Co. 0.00% Add +12.2% 5,473 $246K
Stiles Financial Services Inc 0.08% Add +0.9% 5,454 $245K
Forum Financial Management, LP 0.00% Add +0.7% 5,447 $245K
Marion Wealth Management 0.06% Add +0.1% 5,445 $245K
Quent Capital, LLC 0.02% Add +2.2% 5,417 $244K
Bison Wealth, LLC 0.02% Reduce -1.6% 5,270 $243K
Wilmington Savings Fund Society, FSB 0.01% Reduce -60.2% 5,405 $243K
Pennsylvania Capital Management Inc. 0.07% Add +0.8% 5,400 $243K
Avantax Planning Partners, Inc. 0.01% Reduce -22.2% 5,366 $242K
Geneos Wealth Management Inc. 0.01% Reduce -26.4% 5,358 $241K
Spirepoint Private Client, LLC 0.03% No change 5,302 $239K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 5,302 $239K
Westover Capital Advisors, LLC 0.04% Reduce -1.6% 5,257 $237K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.9% 5,200 $234K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 5,196 $234K
Rossby Financial, LCC 0.08% Add +8.7% 5,188 $234K
Larson Financial Group LLC 0.01% Add +20.9% 5,186 $233K
Clearwater Capital Advisors, LLC 0.02% No change 5,180 $233K
MTM Investment Management, LLC 0.07% No change 5,148 $232K
CHICAGO TRUST Co NA 0.03% Reduce -36.9% 5,139 $231K
Choate Investment Advisors 0.00% Reduce -0.0% 5,117 $230K
Monetary Management Group Inc. 0.05% Add +10.9% 5,100 $230K
Bare Financial Services, Inc 0.07% Add +1.3% 5,074 $228K
Premier Path Wealth Partners, LLC 0.03% Add +4.2% 5,069 $228K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -34.3% 5,064 $228K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% Reduce -18.2% 5,046 $227K
Patten & Patten Inc. 0.01% No change 5,024 $226K
Nemes Rush Group LLC 0.02% Add +0.1% 5,013 $226K
Alta Advisers Ltd 0.07% No change 5,008 $225K
apricus wealth, LLC 0.12% New 5,002 $225K
Planned Solutions, Inc. 0.08% New 5,001 $225K
Marietta Wealth Management, LLC 0.03% No change 5,000 $225K
Riverbend Wealth Management, LLC 0.16% Add +7.6% 4,986 $224K
RD Lewis Holdings, Inc. 0.21% No change 4,872 $224K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 4,970 $224K
Gateway Investment Advisers LLC 0.00% Add +5.0% 4,965 $223K
Symphony Financial, Ltd. Co. 0.03% Add +2.1% 5,013 $223K
Aprio Wealth Management, LLC 0.02% New 4,961 $223K
C M Bidwell & Associates Ltd. 0.11% Reduce -6.0% 4,945 $223K
Trinity Wealth Management, LLC 0.08% Add +0.7% 4,935 $222K
Denali Advisors LLC 0.02% Reduce -54.2% 4,900 $221K
Thoroughbred Financial Services, LLC 0.01% Add +4.3% 4,901 $220K
Alpha Family Trust 0.10% No change 4,880 $220K
Headland Capital, LLC 0.06% Add +0.6% 4,878 $220K
Crowley Wealth Management, Inc. 0.17% Add +64.1% 4,864 $219K
UNIVEST FINANCIAL Corp 0.01% No change 4,845 $218K
Boyd Watterson Asset Management LLC 0.07% Reduce -3.8% 4,840 $218K
IFS Group,LLC 0.19% — 4,830 $218K
Wolverine Trading, LLC 0.00% New 4,850 $215K
Integrity Alliance, Llc. 0.01% Reduce -6.1% 4,767 $215K
Venturi Wealth Management, LLC 0.01% New 4,764 $214K
Moors & Cabot, Inc. 0.01% Reduce -7.4% 4,758 $214K
L2 Asset Management, LLC 0.03% New 4,744 $214K
Biltmore Wealth Management, LLC 0.08% Add +0.9% 4,732 $213K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.2% 4,726 $213K
Private Wealth Asset Management, LLC 0.03% No change 4,723 $213K
Drive Wealth Management, LLC 0.04% New 4,700 $212K
Kingdom Financial Group LLC. 0.13% New 4,667 $210K
MIdWestOne Financial Group, Inc. 0.03% No change 4,666 $210K
Wealth Dimensions Group, Ltd. 0.04% Add +0.0% 4,661 $210K
Vantage Point Financial LLC 0.08% Reduce -0.4% 4,660 $210K
Acropolis Investment Management, LLC 0.01% Reduce -0.6% 4,827 $210K
PFG Advisors 0.01% Reduce -16.1% 4,631 $208K
Atlantic Union Bankshares Corp 0.00% Add +227.1% 4,616 $208K
IFP Advisors, Inc 0.01% Add +63.3% 4,613 $208K
Ethos Financial Group, LLC 0.02% New 4,601 $207K
Thrive Wealth Management, LLC 0.03% New 4,589 $207K
Meritage Portfolio Management 0.01% New 4,583 $206K
GeoWealth Management, LLC 0.01% Reduce -0.4% 4,582 $206K
Newton One Investments LLC 0.06% No change 4,578 $206K
Procyon Advisors, LLC 0.01% New 4,575 $206K
Bluespring Wealth Management, LLC 0.02% New 4,569 $206K
Parkside Financial Bank & Trust 0.02% Add +2.2% 4,555 $205K
S.E.E.D. Planning Group LLC 0.06% New 4,550 $205K
AMG National Trust Bank 0.01% New 4,546 $205K
Cadence Bank 0.01% Reduce -13.6% 4,545 $205K
Eagle Bluffs Wealth Management LLC 0.09% New 4,543 $204K
Sound View Wealth Advisors Group, LLC 0.01% Reduce -10.9% 4,540 $204K
Heritage Trust Co 0.02% New 4,530 $204K
Guardian Wealth Advisors, LLC / NC 0.01% New 4,527 $204K
Pure Financial Advisors, LLC 0.00% New 4,522 $204K
Cullinan Associates Inc. 0.01% New 4,500 $203K
Welch Group, LLC 0.01% New 4,500 $203K
Pallas Capital Advisors LLC 0.01% Reduce -18.2% 4,492 $202K
Masso Torrence Wealth Management Inc. 0.08% New 4,487 $202K
FSM Wealth Advisors, LLC 0.03% New 4,484 $202K
Carrera Capital Advisors 0.04% New 4,480 $202K
Financial Engines Advisors L.L.C. 0.00% New 4,471 $201K
Interchange Capital Partners, LLC 0.04% New 4,453 $200K
Vermillion & White Wealth Management Group, LLC 0.11% No change 4,251 $191K
Peoples Financial Services Corp. 0.08% No change 4,174 $188K
Versant Capital Management, Inc 0.03% Add +7.9% 4,128 $186K
Strategic Investment Solutions, Inc. 0.05% Reduce -21.5% 4,027 $181K
NBT Bank, N.A. 0.01% Reduce -26.6% 4,026 $181K
UMB Bank, n.a. 0.00% Add +19.2% 3,987 $179K
Whittier Trust Co. 0.00% Add +60.7% 3,877 $176K
Glen Eagle Advisors, LLC 0.02% Add +7.2% 3,832 $172K
Covestor Ltd 0.09% Add +5.6% 3,626 $163K
Wealth Preservation Advisors, LLC 0.09% No change 3,521 $158K
Tompkins Financial Corp. 0.01% No change 3,490 $157K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.2% 3,487 $157K
Trust Co. of Vermont 0.01% No change 3,485 $157K
Grove Bank & Trust 0.02% Reduce -1.5% 3,483 $157K
Curat Global, LLC 0.14% No change 3,430 $154K
TOWER TRUST & INVESTMENT Co 0.10% No change 3,394 $153K
Central Pacific Bank - Trust Division 0.02% Reduce -1.8% 3,329 $150K
Grey Fox Wealth Advisors, LLC 0.03% New 3,252 $146K
Hantz Financial Services, Inc. 0.00% Add +65.5% 3,217 $145K
MCF Advisors LLC 0.01% No change 3,077 $138K
HFM Investment Advisors, LLC 0.06% Reduce -0.1% 3,060 $138K
Farmers & Merchants Investments Inc. 0.00% No change 2,780 $125K
Cromwell Holdings LLC 0.07% Reduce -4.0% 2,769 $125K
Y.D. More Investments Ltd 0.01% Reduce -21.4% 2,688 $121K
CYBER HORNET ETFs LLC 0.08% Add +3.8% 2,678 $121K
Catalyst Capital Advisors LLC 0.00% Add +9.9% 2,675 $120K
Glass Jacobson Investment Advisors llc 0.04% Add +0.8% 2,672 $120K
Dunhill Financial, LLC 0.04% Add +850.2% 2,651 $119K
Old Second National Bank of Aurora 0.02% No change 2,635 $119K
Richardson Financial Services Inc. 0.07% Reduce -4.8% 2,590 $117K
Sentry Investment Management LLC 0.08% Reduce -24.6% 2,491 $116K
ORG Partners LLC 0.02% Add +2.7% 2,556 $115K
SBI Securities Co., Ltd. 0.00% Add +0.4% 2,464 $111K
Rosenberg Matthew Hamilton 0.02% Reduce -15.6% 2,457 $111K
Gen-Wealth Partners Inc 0.04% Add +450.4% 2,455 $111K
First United Bank & Trust 0.03% No change 2,372 $107K
Reyes Financial Architecture, Inc. 0.07% No change 2,350 $106K
First Horizon Corp. 0.00% — 2,307 $104K
HM Payson & Co. 0.00% Add +2.4% 2,235 $101K
Deseret Mutual Benefit Administrators 0.04% No change 2,218 $100K
Manchester Capital Management LLC 0.01% Add +2.3% 2,214 $100K
Hilltop National Bank 0.02% Reduce -31.5% 2,172 $98K
Delta Asset Management LLC 0.01% No change 2,162 $97K
JNBA Financial Advisors 0.01% No change 2,046 $92K
Independence Bank of Kentucky 0.01% No change 2,024 $91K
Acadian Asset Management LLC 0.00% Reduce -99.5% 1,980 $89K
N.E.W. Advisory Services LLC 0.01% No change 1,942 $87K
Cornerstone Planning Group LLC 0.01% Add +2.9% 1,831 $86K
Adirondack Trust Co. 0.03% No change 1,910 $86K
First PREMIER Bank 0.02% No change 1,883 $85K
Westfuller Advisors, LLC 0.04% New 1,797 $81K
Pathway Financial Advisers, LLC 0.02% New 1,738 $78K
CoreCap Advisors, LLC 0.00% Add +0.5% 1,711 $77K
Pin Oak Investment Advisors Inc. 0.05% No change 1,692 $76K
Citizens National Bank Trust Department 0.01% No change 1,650 $74K
Clearstead Trust, LLC 0.01% Add +0.6% 1,647 $74K
St Germain D J Co. Inc. 0.00% Reduce -30.1% 1,622 $73K
Vestor Capital, LLC 0.00% Reduce -81.4% 1,616 $73K
Prestige Wealth Management Group LLC 0.01% No change 1,602 $72K
Indiana Trust & Investment Management Co 0.02% No change 1,599 $72K
CVA Family Office, LLC 0.01% Add +11.2% 1,581 $71K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -10.8% 1,498 $67K
Chapman Financial Group, LLC 0.04% No change 1,433 $64K
GW&K Investment Management, LLC 0.00% Add +1.6% 1,415 $64K
Salomon & Ludwin, LLC 0.01% Add +98.7% 1,391 $63K
Fortis Group Advisors, LLC 0.01% Add +63.3% 1,359 $61K
Pittenger & Anderson Inc. 0.00% Add +57.3% 1,337 $60K
Sound Income Strategies, LLC 0.00% Add +8.1% 1,285 $60K
Addison Advisors LLC 0.01% Add +4.1% 1,320 $59K
Bogart Wealth, LLC 0.00% Add +476.6% 1,303 $59K
Armstrong Advisory Group, Inc. 0.00% No change 1,275 $57K
City State Bank 0.02% Reduce -2.3% 1,261 $57K
Tortoise Investment Management, LLC 0.01% Add +3.4% 1,257 $57K
Walleye Capital LLC 0.00% New 1,254 $56K
Asset Dedication, LLC 0.00% Add +56.3% 1,216 $55K
Redwood Park Advisors LLC 0.04% Add +0.8% 1,190 $54K
Cullen/Frost Bankers, Inc. 0.00% Reduce -3.4% 1,175 $53K
Capital Analysts, LLC 0.00% Add +0.9% 1,132 $51K
Private Wealth Management Group, LLC 0.01% No change 1,119 $50K
Towne Trust Company, N.A 0.02% No change 1,100 $50K
Capital Advisors, Ltd. LLC 0.01% Add +0.1% 1,084 $49K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $45K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.4% 990 $44K
Colonial Trust Co / SC 0.01% No change 949 $43K
Center for Financial Planning, Inc. 0.00% No change 939 $42K
Albion Financial Group 0.00% Add +54.7% 928 $42K
Investment Research & Advisory Group, Inc. 0.01% No change 900 $41K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 906 $41K
AllSquare Wealth Management LLC 0.02% No change 898 $40K
Crews Bank & Trust 0.01% No change 893 $40K
Hemington Wealth Management 0.01% Add +6.1% 906 $40K
MV Capital Management, Inc. 0.00% No change 883 $40K
CoreFirst Bank & Trust 0.02% No change 872 $39K
Nvwm, LLC 0.01% No change 867 $39K
City Holding Co. 0.00% Reduce -31.1% 848 $38K
J.Safra Asset Management Corp 0.00% New 845 $38K
Leonteq Securities AG 0.00% Reduce -25.0% 824 $37K
Brown, Lisle/Cummings, Inc. 0.01% No change 800 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 798 $36K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +141.6% 795 $36K
Montag A & Associates Inc. 0.00% Reduce -55.1% 777 $35K
Motco 0.00% Add +1008.7% 765 $34K
Evolution Advisers, Inc. 0.02% No change 760 $34K
Whittier Trust Co. of Nevada Inc. 0.00% No change 748 $34K
Millstone Evans Group, LLC 0.02% No change 750 $34K
Steigerwald, Gordon & Koch Inc. 0.00% New 709 $32K
Concord Wealth Partners 0.00% No change 704 $32K
Hazlett, Burt & Watson, Inc. 0.01% No change 694 $31K
Alerus Financial NA 0.00% No change 685 $31K
Sachetta, LLC 0.01% Reduce -35.3% 678 $31K
Root Financial Partners, LLC 0.00% New 663 $30K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 656 $30K
Hager Investment Management Services, LLC 0.02% Reduce -2.2% 655 $29K
Plante Moran Financial Advisors, LLC 0.00% Add +3.7% 647 $29K
Missouri Trust & Investment Co 0.01% No change 630 $28K
Optimum Investment Advisors 0.01% No change 622 $28K
Silvant Capital Management LLC 0.00% No change 622 $28K
LRI Investments, LLC 0.00% Add +210.8% 578 $26K
Rise Advisors, LLC 0.01% Add +2.8% 556 $25K
Financial Perspectives, Inc 0.01% Add +0.9% 549 $25K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.2% 544 $25K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +169.3% 536 $24K
Anchor Investment Management, LLC 0.00% Add +0.8% 533 $24K
Bruce G. Allen Investments, LLC 0.02% No change 532 $24K
NFSG Corp 0.00% Add +0.4% 518 $23K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -0.4% 508 $23K
Byrne Asset Management LLC 0.02% No change 500 $23K
First Financial Corp. 0.01% No change 500 $23K
Physician Wealth Advisors, Inc. 0.00% Add +150.3% 498 $22K
Medallion Wealth Advisors, LLC 0.01% Reduce -12.7% 496 $22K
Logan Capital Management Inc. 0.00% Reduce -36.5% 496 $22K
ESL Trust Services, LLC 0.00% Add +4.4% 495 $22K
Barrett & Company, Inc. 0.01% No change 492 $22K
Smithfield Trust Co 0.00% Reduce -7.7% 478 $22K
SOA Wealth Advisors, LLC. 0.00% Reduce -25.4% 482 $22K
Fortitude Family Office, LLC 0.01% Add +2.5% 458 $21K
Bfsg, LLC 0.00% No change 458 $21K
Meeder Asset Management Inc. 0.00% Add +44300.0% 444 $20K
Stephens Consulting, LLC 0.01% Reduce -40.1% 439 $20K
Princeton Global Asset Management LLC 0.00% No change 438 $20K
Zions Bancorporation, National Association 0.00% Reduce -64.1% 436 $20K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -67.6% 420 $19K
Webster Bank, N. A. 0.00% No change 416 $19K
Wela Strategies, Inc. 0.01% No change 18,702 $19K
Holos Integrated Wealth LLC 0.01% No change 396 $19K
BankPlus Trust Department 0.00% No change 410 $18K
Gables Capital Management Inc. 0.01% No change 400 $18K
Robinswood Financial LLC 0.01% Add +100.0% 400 $18K
TCTC Holdings, LLC 0.00% No change 393 $18K
Washington Trust Advisors, Inc. 0.00% New 363 $16K
Activest Wealth Management 0.00% Add +4.1% 359 $16K
JPL Wealth Management, LLC 0.00% New 355 $16K
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
True Wealth Design, LLC 0.00% Add +40.6% 343 $15K
Fairman Group, LLC 0.01% No change 342 $15K
SRH Advisors, LLC 0.00% No change 340 $15K
DT Investment Partners, LLC 0.00% No change 337 $15K
Summit Securities Group LLC 0.00% New 329 $15K
GoalVest Advisory LLC 0.00% No change 325 $15K
Raffa Wealth Management, LLC 0.00% Add +8.4% 323 $15K
SJS Investment Consulting Inc. 0.00% Add +1313.6% 311 $14K
Highline Wealth Partners LLC 0.00% Add +8.8% 310 $14K
Mark Sheptoff Financial Planning, LLC 0.01% No change 300 $14K
CNB Bank 0.01% No change 300 $14K
Global Trust Asset Management, LLC 0.01% No change 280 $13K
Dynamic Wealth Strategies, LLC 0.01% No change 279 $13K
Lowe Wealth Advisors, LLC 0.00% Reduce -7.0% 278 $13K
Scarborough Advisors, LLC 0.00% No change 278 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 271 $12K
Park Place Capital Corp 0.00% No change 269 $12K
2UniFi Bank 0.01% No change 250 $11K
Horizon Financial Services, LLC 0.01% Add +215.2% 249 $11K
Truvestments Capital LLC 0.00% Add +146.0% 246 $11K
Resources Management Corp. /CT/ 0.00% No change 240 $11K
Rakuten Securities, Inc. 0.00% Reduce -15.3% 244 $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% No change 240 $11K
Cedar Mountain Advisors, LLC 0.00% Add +0.8% 236 $11K
TD Capital Management LLC 0.00% Add +0.9% 234 $11K
IMG Wealth Management, Inc. 0.01% No change 228 $10K
Bell Investment Advisors, Inc 0.00% Reduce -42.2% 227 $10K
WPG Advisers, LLC 0.01% New 224 $10K
Riverview Trust Co 0.01% No change 223 $10K
Howard Hughes Medical Institute 0.01% No change 217 $10K
Kilter Group LLC 0.00% Reduce -4.0% 213 $10K
Birchbrook, Inc. 0.00% No change 210 $9K
S&T Bank 0.00% Add +451.4% 204 $9K
Sunbelt Securities, Inc. 0.00% Reduce -20.5% 202 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 200 $9K
Coastline Trust Co 0.00% New 200 $9K
Piscataqua Savings Bank 0.01% No change 200 $9K
Ulland Investment Advisors, LLC 0.01% No change 200 $9K
Avion Wealth 0.00% Reduce -1.0% 203 $9K
Valley National Advisers Inc. 0.00% Add +5.6% 208 $9K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -1.0% 204 $9K
Strengthening Families & Communities, LLC 0.00% Reduce -39.6% 195 $9K
Mascoma Wealth Management LLC 0.00% No change 188 $8K
Country Trust Bank 0.00% New 188 $8K
Bartlett & Co. Wealth Management LLC 0.00% Add +93.8% 186 $8K
JDM Financial Group LLC 0.00% No change 176 $8K
Stone House Investment Management, LLC 0.00% No change 165 $7K
High Note Wealth, LLC 0.00% No change 163 $7K
Westside Investment Management, Inc. 0.00% New 160 $7K
USA Financial Formulas 0.00% Reduce -99.7% 153 $7K
Boreal Capital Management LLC 0.01% No change 150 $7K
Carolina Wealth Advisors, LLC 0.00% No change 150 $7K
GPS Wealth Strategies Group, LLC 0.00% No change 147 $7K
KERR FINANCIAL PLANNING Corp 0.01% — 135 $6K
Tower View Wealth Management LLC 0.00% Add +0.7% 139 $6K
Evolution Wealth Management Inc. 0.01% No change 137 $6K
Aventura Private Wealth, LLC 0.00% No change 135 $6K
Dogwood Wealth Management LLC 0.00% Add +3.1% 134 $6K
SouthState Bank Corp 0.00% Reduce -47.0% 133 $6K
Creekmur Asset Management LLC 0.00% No change 131 $6K
Transamerica Financial Advisors, LLC 0.00% Add +3100.0% 128 $6K
Cape Investment Advisory, Inc. 0.01% Reduce -71.6% 126 $6K
Abound Wealth Management 0.00% Add +0.8% 121 $5K
Thompson Investment Management, Inc. 0.00% No change 108 $5K
American Capital Advisory, LLC 0.00% Reduce -7.8% 107 $5K
Alpine Bank Wealth Management 0.00% No change 107 $5K
Hughes Financial Services, LLC 0.00% No change 103 $5K
Bangor Savings Bank 0.00% No change 100 $5K
Binnacle Investments Inc 0.00% Add +78.2% 98 $4K
Curio Wealth, LLC 0.00% No change 93 $4K
Coston, McIsaac & Partners 0.00% No change 93 $4K
Paladin Advisory Group, LLC 0.00% No change 87 $4K
GHP Investment Advisors, Inc. 0.00% No change 87 $4K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 85 $4K
Prudent Man Investment Management, Inc. 0.00% No change 100 $4K
Clark Wealth Partners 0.00% Add +70.0% 85 $4K
Valued Wealth Advisors LLC 0.00% Reduce -21.1% 82 $4K
Arlington Trust Co LLC 0.00% No change 80 $4K
Essential Partners LLC 0.00% Add +151.7% 73 $3K
Creative Financial Designs Inc. 0.00% Reduce -96.2% 73 $3K
FSA Wealth Management LLC 0.00% No change 72 $3K
Golden State Wealth Management, LLC 0.00% No change 70 $3K
Crewe Advisors LLC 0.00% New 69 $3K
Ancora Advisors LLC 0.00% Add +885.7% 69 $3K
Centennial Bank 0.00% No change 67 $3K
Cloud Capital Management, LLC 0.00% New 86 $3K
Penserra Capital Management LLC 0.00% No change 84 $3K
Delos Wealth Advisors, LLC 0.00% New 66 $3K
Elevation Wealth Partners, LLC 0.00% New 64 $3K
Financial Management Professionals, Inc. 0.00% No change 64 $3K
Retirement Wealth Solutions LLC 0.00% New 61 $3K
Rialto Wealth Management, LLC 0.00% Add +31.1% 59 $3K
Tripletail Wealth Management, LLC 0.00% New 57 $3K
Guerra Advisors Inc 0.00% New 56 $3K
Wealth Watch Advisors, INC 0.00% New 55 $2K
Financial Gravity Asset Management, Inc. 0.00% — 55 $2K
Marquette Asset Management, LLC 0.00% New 55 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +26.8% 52 $2K
IAG Wealth Partners, LLC 0.00% No change 49 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 47 $2K
Core Alternative Capital 0.00% No change 47 $2K
Atwood & Palmer Inc. 0.00% No change 46 $2K
WestEnd Advisors, LLC 0.00% New 46 $2K
Aspect Partners, LLC 0.00% No change 40 $2K
Colonial Trust Advisors 0.00% No change 40 $2K
Main Street Group, LTD 0.00% No change 39 $2K
United Community Bank 0.00% Reduce -79.5% 38 $2K
Winnacle Wealth LLC 0.00% New 31 $1K
Principia Wealth Advisory, LLC 0.00% No change 30 $1K
Texas Capital Bancshares Inc 0.00% New 30 $1K
Anfield Capital Management, LLC 0.00% No change 29 $1K
TFC Financial Management, Inc. 0.00% No change 28 $1K
Ameriflex Group, Inc. 0.00% Reduce -97.2% 24 $1K
Cedar Wealth Management, LLC 0.00% No change 22 $990
Avalon Trust Co 0.00% Reduce -87.5% 21 $946
Quaker Wealth Management, LLC 0.00% No change 17 $766
Davis Capital Management 0.00% — 17 $765
West Oak Capital, LLC 0.00% No change 16 $700
Turning Point Benefit Group, Inc. 0.00% New 11 $495
Evermay Wealth Management LLC 0.00% Add +10.0% 11 $475
Nova Wealth Management, Inc. 0.00% Reduce -72.2% 10 $450
Palisade Asset Management, LLC 0.00% New 9 $406
Oakworth Capital, Inc. 0.00% No change 9 $405
DecisionPoint Financial, LLC 0.00% No change 8 $361
Heartwood Wealth Advisors LLC 0.00% New 8 $360
Seneschal Advisors, LLC 0.00% New 7 $316
First Pacific Financial 0.00% New 7 $316
Imprint Wealth LLC 0.00% — 6 $270
Hurley Capital, LLC 0.00% New 5 $225
IMA Advisory Services, Inc. 0.00% No change 5 $225
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $181
Beaird Harris Wealth Management, LLC 0.00% Reduce -73.3% 4 $160
North Capital, Inc. 0.00% New 1 $45

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