ExelonEXC

13F holders, Q1 2026 (March 31)
1,286holders +36
121new positions
93sold out
10famous investors
$48.98avg. 13F price*

At the end of Q1 2026, 1,286 institutions reported holding Exelon Corp. (EXC) in their 13F filings, up 36 from Q4 2025. 121 opened new positions and 93 sold out. The largest holders were BlackRock, Inc. ($5.5B), State Street Corp. ($3.3B) and Vanguard Capital Management LLC ($3.2B). 10 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), George Soros (0.1% of Soros Fund 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions121$223.2M
Exits93$166.3M

All 13F filers, Q4 2025 → Q1 2026: 73,100,507 shares bought and 59,728,785 shares sold, net +13,371,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,286 holders

BlackRock, Inc. 0.10% Reduce -4.8% 112,749,609 $5.5B
State Street Corp. 0.11% Add +1.4% 67,571,965 $3.3B
Vanguard Capital Management LLC 0.08% — 66,015,688 $3.2B
Vanguard Portfolio Management LLC 0.14% — 54,665,434 $2.7B
Capital World Investors 0.27% Add +296.8% 40,074,592 $2.0B
Invesco Ltd. 0.18% Reduce -3.8% 37,434,876 $1.8B
Geode Capital Management, LLC 0.10% Add +11.6% 31,725,739 $1.6B
Lazard Asset Management LLC 1.99% Add +6.4% 24,620,304 $1.2B
FMR LLC 0.06% Reduce -11.8% 23,027,865 $1.1B
GQG Partners LLC 1.73% Reduce -10.8% 22,278,201 $1.1B
Wellington Management Group LLP 0.19% Add +11.5% 20,429,165 $1.0B
Deutsche Bank AG 0.32% Reduce -6.2% 19,657,029 $963.6M
Morgan Stanley 0.05% Reduce -5.8% 15,940,072 $781.4M
Capital International Investors 0.18% Reduce -9.4% 15,345,302 $752.2M
Northern Trust Corp. 0.10% Reduce -1.0% 14,657,327 $718.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% Reduce -3.0% 13,414,228 $657.6M
Legal & General Group Plc 0.15% Add +0.3% 13,178,232 $646.0M
Bank of New York Mellon Corp 0.12% Reduce -4.1% 12,815,644 $628.2M
Amundi 0.14% Add +27.2% 10,375,938 $508.6M
Nordea Investment Management AB 0.47% Add +27.8% 10,282,589 $499.0M
HSBC Holdings PLC 0.25% Add +10.9% 8,409,268 $412.1M
FIL Ltd 0.29% Add +0.7% 7,489,847 $367.2M
Goldman Sachs Group Inc. 0.05% Add +2.3% 7,436,085 $364.5M
Charles Schwab Investment Management Inc. 0.05% Add +3.4% 7,117,732 $348.9M
Bank of America Corp. 0.02% Reduce -19.8% 6,336,909 $310.6M
Franklin Resources Inc. 0.07% Add +2.5% 5,977,471 $293.0M
Vanguard Fiduciary Trust Co. 0.07% — 5,746,177 $281.7M
UBS Group AG 0.05% Add +39.5% 5,575,051 $273.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.28% Add +49.1% 4,995,451 $244.9M
Royal Bank of Canada 0.05% Reduce -5.8% 4,903,127 $240.4M
California Public Employees Retirement System 0.15% Reduce -7.0% 4,879,876 $239.2M
CANADA LIFE ASSURANCE Co 0.40% Add +3.2% 4,508,595 $222.0M
Canada Pension Plan Investment Board 0.14% Reduce -0.3% 4,461,577 $218.7M
Nuveen, LLC 0.06% Reduce -2.9% 4,403,561 $215.9M
Allianz Asset Management GmbH 0.24% Reduce -44.7% 4,207,807 $206.3M
Dimensional Fund Advisors LP 0.04% Add +2.9% 3,765,827 $184.6M
ANTIPODES PARTNERS Ltd 3.55% Add +2.1% 3,763,381 $184.5M
Ameriprise Financial Inc. 0.04% Add +11.6% 3,729,162 $182.8M
Barclays PLC 0.06% Reduce -6.2% 3,673,767 $180.1M
First Trust Advisors LP 0.13% Reduce -17.9% 3,641,027 $178.5M
JPMorgan Chase & Co. 0.01% Reduce -4.3% 3,580,715 $175.8M
Robeco Institutional Asset Management B.V. 0.23% Add +7.2% 3,346,505 $164.0M
Capital Research Global Investors 0.03% Add +0.4% 3,301,089 $161.8M
Citadel Advisors 0.12% Add +1348.8% 3,261,313 $159.9M
Panagora Asset Management Inc. 0.59% Reduce -12.5% 3,226,369 $158.2M
Swedbank AB 0.16% Add +1.0% 3,118,442 $152.9M
AQR Capital Management 0.07% Reduce -21.7% 3,048,513 $148.3M
Swiss National Bank 0.08% Add +7.1% 2,964,855 $145.3M
Citigroup Inc. 0.09% Add +12.2% 2,933,255 $143.8M
Bank of Montreal 0.06% Reduce -2.7% 2,764,918 $135.5M
Russell Investments Group, Ltd. 0.14% Add +4.6% 2,712,627 $133.0M
BNP Paribas Financial Markets 0.09% Reduce -4.5% 2,691,834 $132.0M
PFA Pension, Forsikringsaktieselskab 0.39% Reduce -2.3% 2,662,807 $130.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -5.2% 2,529,243 $124.0M
Sei Investments Co. 0.11% Add +50.4% 2,525,999 $123.8M
Victory Capital Management Inc. 0.08% Reduce -2.4% 2,381,160 $116.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +7.5% 2,380,414 $116.7M
Vanguard Global Advisers, LLC 0.06% — 2,299,063 $112.7M
Raymond James Financial Inc. 0.03% Reduce -12.7% 2,232,366 $109.4M
Jennison Associates LLC 0.07% Reduce -11.9% 2,150,558 $105.4M
Liontrust Investment Partners LLP 1.72% Add +3055.6% 2,059,053 $100.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% — 2,040,429 $100.0M
Rhumbline Advisers 0.08% Reduce -4.5% 2,005,190 $98.3M
Candriam S.C.A. 0.51% Add +66.4% 2,001,357 $98.1M
Wells Fargo & Company 0.02% Add +132.2% 1,957,228 $95.9M
Nomura Asset Management International Inc. 0.16% Reduce -46.2% 1,947,187 $95.5M
Federated Hermes, Inc. 0.15% Add +144.1% 1,888,922 $92.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.45% Reduce -8.0% 1,796,401 $88.1M
Aviva PLC 0.14% Add +3.1% 1,750,208 $85.8M
Miller Howard Investments Inc. 2.26% Add +16.8% 1,685,069 $82.6M
National Pension Service 0.06% Add +10.0% 1,670,967 $81.9M
Mizuho Markets Americas LLC 2.25% New 1,655,400 $81.1M
RWC Asset Management LLP 3.63% Reduce -9.2% 1,637,852 $80.3M
California State Teachers Retirement System 0.08% Reduce -2.5% 1,592,661 $78.1M
M&G PLC 0.41% Add +0.5% 1,589,929 $77.9M
ProShare Advisors LLC 0.11% Reduce -16.9% 1,570,494 $77.0M
T. Rowe Price Associates Inc. 0.01% Reduce -6.0% 1,564,263 $76.7M
J. Safra Sarasin Holding AG 1.17% Add +77.2% 1,393,792 $68.3M
Quantinno Capital Management LP 0.11% Add +58.0% 1,340,641 $65.7M
TD Asset Management Inc 0.05% Reduce -0.7% 1,326,107 $65.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Add +5.7% 1,314,484 $64.3M
Squarepoint Ops LLC 0.14% Add +74.6% 1,302,223 $63.8M
Aberdeen Group plc 0.10% Reduce -1.2% 1,254,905 $61.5M
Principal Financial Group Inc. 0.03% Add +0.8% 1,247,111 $61.1M
Jupiter Asset Management Ltd. 0.33% Reduce -5.7% 1,246,292 $61.1M
Man Group plc 0.13% Reduce -42.1% 1,223,339 $60.0M
Regions Financial Corp. 0.37% Reduce -1.8% 1,168,122 $57.3M
Schroder Investment Management Group 0.05% Reduce -12.8% 1,139,822 $56.0M
Danske Bank A/S 0.13% Add +3.1% 1,133,843 $55.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -2.6% 1,118,427 $54.8M
Magellan Asset Management Ltd 0.69% Add +26.6% 1,092,489 $53.6M
Alliancebernstein L.P. 0.02% Reduce -2.8% 1,198,545 $52.2M
Los Angeles Capital Management LLC 0.21% Add +25.9% 1,061,640 $52.0M
Massachusetts Financial Services Co. 0.02% Reduce -92.6% 1,043,562 $51.8M
Vanguard Investments Australia, Ltd. 0.14% — 1,014,533 $49.7M
Royal London Asset Management Ltd. 0.10% Add +0.2% 1,009,998 $49.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +10.6% 1,005,060 $49.3M
Prudential Financial Inc. 0.06% Add +51.6% 985,866 $48.3M
Maryland State Retirement & Pension System 0.97% Reduce -3.0% 973,654 $47.7M
Retirement Systems of Alabama 0.15% Add +0.3% 923,697 $45.3M
Worldquant Millennium Advisors LLC 0.17% Reduce -45.8% 914,995 $44.9M
Qube Research & Technologies Ltd 0.06% Add +400.8% 896,616 $44.0M
State Board of Administration of Florida Retirement System 0.08% No change 895,896 $43.9M
Korea Investment CORP 0.09% Add +13.4% 836,910 $41.0M
New York State Teachers Retirement System 0.08% Reduce 0.0% 833,015 $40.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Reduce -25.9% 806,427 $39.5M
Nomura Asset Management Co. Ltd. 0.10% Reduce -6.2% 779,765 $38.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.21% Add +100.2% 774,076 $37.9M
New York State Common Retirement Fund 0.05% No change 752,242 $36.9M
AMF Tjanstepension AB 0.24% Add +2.7% 742,992 $36.4M
Mackenzie Financial Corp. 0.04% Add +11.5% 738,815 $36.2M
American Century Companies Inc. 0.02% Add +9.1% 729,771 $35.8M
Ensign Peak Advisors, Inc 0.07% Add +94.5% 722,994 $35.4M
Pinebridge Investments LLC 0.29% Add +49.0% 707,689 $34.7M
Storebrand Asset Management As 0.10% Add +2.1% 707,119 $34.7M
NEOS Investment Management LLC 0.17% Add +17.6% 681,428 $33.4M
Macquarie Group Ltd. 0.20% Reduce -3.7% 680,105 $33.3M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +12.6% 654,345 $32.1M
APG Asset Management N.V. 0.10% Reduce -3.5% 738,893 $31.4M
STRS Ohio 0.12% Reduce -0.0% 637,577 $31.3M
KLP Kapitalforvaltning As 0.12% Reduce -35.6% 630,744 $30.9M
LPL Financial LLC 0.01% Reduce -0.9% 605,270 $29.7M
National Bank of Canada 0.03% Add +6.7% 592,891 $29.1M
HRT Financial LP 0.07% New 589,443 $28.9M
Eurizon Capital SGR S.p.A. 0.09% Reduce -32.7% 588,788 $28.9M
Glenmede Trust Co. NA 0.14% Reduce -1.6% 588,026 $28.8M
Asset Management One Co., Ltd. 0.08% Add +0.2% 583,527 $28.6M
Achmea Investment Management B.V. 0.75% Add +0.9% 579,519 $28.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.42% Add +206.5% 575,730 $28.2M
State of Wisconsin Investment Board 0.06% Reduce -7.8% 541,065 $26.5M
SG Americas Securities, LLC 0.03% Reduce -63.7% 539,108 $26.4M
DNB Asset Management AS 0.09% Add +1.9% 537,284 $26.3M
Arbejdsmarkedets Tillaegspension 0.65% Add +0.8% 535,771 $26.3M
Investment Management Corp of Ontario 0.34% Add +274.5% 533,455 $26.1M
Corient Private Wealth LP 0.04% Add +113.9% 535,374 $26.1M
Pictet Asset Management Holding SA 0.03% Reduce -73.7% 531,344 $26.0M
Martingale Asset Management L P 0.63% Reduce -2.1% 512,500 $25.1M
Voya Investment Management LLC 0.03% Add +30.1% 512,010 $25.1M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.6% 504,814 $24.7M
AE Wealth Management LLC 0.13% Add +18.7% 501,219 $24.6M
Capital International, Inc. 0.19% Add +22.8% 498,256 $24.4M
Prudential PLC 0.18% Add +4.8% 489,130 $24.0M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +2.1% 464,025 $22.7M
Creative Planning 0.02% Add +64.4% 463,334 $22.7M
Wealth Enhancement Advisory Services, LLC 0.05% Add +18.8% 679,650 $21.6M
Heartland Advisors Inc. 1.09% Add +8.9% 437,424 $21.4M
Cerity Partners LLC 0.03% Reduce -2.0% 434,432 $21.3M
Treasurer of the State of North Carolina 0.07% Add +2.2% 432,746 $21.2M
CIBC Asset Management Inc 0.05% Add +0.5% 425,710 $20.9M
Daiwa Securities Group Inc. 0.06% Add +4.0% 420,868 $20.6M
State of Tennessee, Department of Treasury 0.07% Reduce -20.0% 419,768 $20.6M
Van Eck Associates Corp. 0.02% Add +2.0% 412,118 $20.2M
Gabelli Funds LLC 0.14% Reduce -0.3% 411,143 $20.2M
Trexquant Investment LP 0.14% Add +335.4% 408,966 $20.0M
Envestnet Asset Management Inc. 0.01% Reduce -12.2% 393,397 $19.3M
Davidson Investment Advisors 0.82% Reduce -3.7% 387,723 $19.0M
Mn Services Vermogensbeheer B.V. 0.13% No change 386,974 $19.0M
Swiss Life Asset Management Ltd 0.09% Add +3.1% 380,664 $18.7M
Gotham Asset Management 0.06% Reduce -29.0% 377,227 $18.5M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +14.8% 375,678 $18.4M
Tredje AP-fonden 0.10% New 373,722 $18.3M
Zurich Insurance Group Ltd 0.14% New 371,783 $18.2M
Guggenheim Capital LLC 0.14% Reduce -3.3% 367,788 $18.0M
Busey Bank 0.49% Add +2.8% 367,572 $18.0M
Ethic Inc. 0.28% Add +7.3% 358,659 $17.6M
Wealthfront Advisers LLC 0.04% Add +6.1% 357,951 $17.5M
PNC Financial Services Group, Inc. 0.01% Add +4.5% 356,593 $17.5M
Federation des caisses Desjardins du Quebec 0.06% Add +14.0% 351,982 $17.3M
Public Employees Retirement System of Ohio 0.06% Reduce -0.8% 348,440 $17.1M
Natixis Advisors, LLC 0.02% Reduce -48.4% 342,941 $16.8M
State of New Jersey Common Pension Fund D 0.06% Reduce -1.0% 340,986 $16.7M
Toronto Dominion Bank 0.03% Reduce -8.9% 340,838 $16.7M
IFM Investors Pty Ltd 0.14% Reduce -4.3% 338,020 $16.6M
Cetera Investment Advisers 0.02% Reduce -1.2% 335,487 $16.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -4.8% 332,509 $16.3M
Rafferty Asset Management, LLC 0.07% Reduce -16.4% 327,959 $16.1M
Calamos Advisors LLC 0.08% No change 326,525 $16.0M
Resona Asset Management Co.,Ltd. 0.08% Add +0.5% 323,119 $15.8M
Illinois Municipal Retirement Fund 0.20% Add +35.9% 319,407 $15.7M
QRG Capital Management, Inc. 0.16% Add +13.7% 313,370 $15.4M
Lombard Odier Asset Management (Switzerland) SA 0.58% Add +53.0% 309,810 $15.2M
Credit Agricole S A 0.05% Add +4.2% 309,444 $15.2M
Fifth Third Bancorp 0.03% Add +133.1% 309,020 $15.1M
Varma Mutual Pension Insurance Co 0.09% Add +3.4% 307,315 $15.1M
Commonwealth Equity Services, LLC 0.02% Reduce -0.8% 304,893 $14.9M
Alyeska Investment Group, L.P. 0.04% Add +26.4% 291,625 $14.3M
Public Sector Pension Investment Board 0.04% Add +12.8% 290,986 $14.3M
Payden & Rygel 1.10% No change 287,310 $14.1M
First Citizens Bank & Trust Co. 0.30% Add +1.4% 286,476 $14.0M
State of Michigan Retirement System 0.07% Add +0.9% 286,403 $14.0M
Nissay Asset Management Corp. /Japan 0.07% Add +3.8% 284,636 $14.0M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -2.6% 283,520 $13.9M
HighTower Advisors, LLC 0.01% Add +7.4% 283,142 $13.9M
Intech Investment Management LLC 0.14% Add +125.5% 281,591 $13.8M
Czech National Bank 0.09% Add +4.6% 278,580 $13.7M
DekaBank Deutsche Girozentrale 0.02% No change 272,620 $13.6M
ASR Vermogensbeheer N.V. 0.16% Add +1.7% 276,921 $13.6M
Arizona State Retirement System 0.08% Reduce -2.8% 276,801 $13.6M
Van Hulzen Asset Management, LLC 0.99% Reduce -5.8% 270,653 $13.3M
BNP Paribas 0.39% Add +0.6% 251,869 $12.3M
Edgestream Partners, L.P. 0.40% Add +273.9% 246,513 $12.1M
Osaic Holdings, Inc. 0.02% Add +4.0% 243,277 $11.9M
NorthCrest Asset Manangement, LLC 0.37% Reduce -38.1% 241,193 $11.9M
Vinva Investment Management Ltd 0.15% Add +959.0% 242,240 $11.9M
MetLife Investment Management, LLC 0.06% Reduce -1.4% 238,810 $11.7M
BI Asset Management Fondsmaeglerselskab A/S 0.12% Add +55.2% 229,252 $11.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -22.1% 227,533 $11.1M
Capital Fund Management S.A. 0.10% Add +141.3% 219,074 $10.7M
CIBC Bancorp USA Inc. 0.01% — 218,786 $10.7M
Voleon Capital Management LP 0.23% Add +300.2% 218,597 $10.7M
Baillie Gifford & Co. 0.01% Reduce -29.6% 217,869 $10.7M
Susquehanna International Group, LLP 0.01% Reduce -33.9% 217,506 $10.7M
Fisher Funds Management LTD 0.31% No change 216,711 $10.6M
Assenagon Asset Management S.A. 0.02% Reduce -56.9% 216,128 $10.6M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.8% 213,252 $10.5M
Rakuten Investment Management, Inc. 0.02% Add +12.9% 211,610 $10.4M
Nisa Investment Advisors, LLC 0.04% Reduce -4.3% 209,341 $10.3M
B. Metzler seel. Sohn & Co. AG 0.09% Reduce -3.1% 208,650 $10.2M
GF Fund Management Co. LTD. 0.17% Reduce -2.9% 207,036 $10.1M
Rockefeller Capital Management L.P. 0.02% Add +8.3% 204,119 $10.0M
Xponance LLC 0.07% Add +18.8% 203,918 $10.0M
Amalgamated Bank 0.08% Add +7.8% 203,533 $10.0M
Mercer Global Advisors Inc. 0.01% Reduce -3.1% 202,677 $9.9M
Mediolanum International Funds Ltd 0.10% Add +655.6% 200,383 $9.8M
KBC Group NV 0.02% Add +4.3% 200,162 $9.8M
Woodline Partners LP 0.04% Add +15.9% 199,859 $9.8M
LSV Asset Management 0.02% Add +26.2% 198,200 $9.7M
Energy Income Partners, LLC 0.14% Add +1.6% 183,139 $9.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -9.2% 182,355 $8.9M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% Reduce -7.5% 182,160 $8.9M
Cresset Asset Management, LLC 0.04% Reduce -33.1% 181,176 $8.9M
Teacher Retirement System of Texas 0.04% Reduce -6.6% 179,895 $8.8M
Allianz SE 0.10% Add +3.8% 177,885 $8.7M
Janus Henderson Group PLC 0.00% Reduce -36.0% 175,992 $8.6M
Elo Mutual Pension Insurance Co 0.14% Add +16.8% 175,886 $8.6M
O'shaughnessy Asset Management, LLC 0.04% Add +14.8% 171,698 $8.4M
USS Investment Management Ltd 0.03% Add +4.8% 166,004 $8.1M
Utah Retirement Systems 0.08% Reduce -1.6% 164,169 $8.0M
Foresight Group Ltd Liability Partnership 1.42% New 163,495 $8.0M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 163,000 $8.0M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -0.8% 162,472 $8.0M
Qsemble Capital Management, LP 0.61% New 161,725 $7.9M
US Bancorp \de 0.01% Reduce -1.0% 157,857 $7.7M
South Dakota Investment Council 0.15% No change 157,689 $7.7M
Police & Firemen's Retirement System of New Jersey 0.07% Add +0.3% 155,994 $7.6M
Tobam 1.95% Reduce -4.1% 152,798 $7.5M
New York Life Investment Management LLC 0.06% Add +3.6% 152,265 $7.5M
Commerce Bank 0.04% Add +222.0% 151,284 $7.4M
Bank of Nova Scotia 0.01% Reduce -9.5% 150,974 $7.4M
Northwest & Ethical Investments L.P. 0.17% Reduce -36.3% 149,724 $7.3M
Mariner, LLC 0.01% Add +638.7% 148,634 $7.3M
Yousif Capital Management, LLC 0.09% Reduce -1.0% 147,777 $7.2M
GMO 0.02% Reduce -27.3% 147,679 $7.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +7.5% 147,355 $7.2M
Kestra Advisory Services, LLC 0.03% Add +7.2% 145,386 $7.1M
Neuberger Berman Group LLC 0.01% Add +12.8% 141,777 $7.0M
Metis Global Partners, LLC 0.17% Reduce -0.6% 141,450 $6.9M
Capital Wealth Planning, LLC 0.04% New 139,497 $6.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -22.1% 139,241 $6.8M
Te Ahumairangi Investment Management Ltd 1.13% Add +18.1% 137,628 $6.7M
Abn Amro Investment Solutions 0.09% Add +14.5% 134,220 $6.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.0% 129,726 $6.4M
Stifel Financial Corp. 0.01% Add +2.8% 129,425 $6.3M
Shelton Capital Management 0.14% Reduce -0.4% 129,290 $6.3M
SIR Capital Management, L.P. 0.59% Reduce -38.6% 129,229 $6.3M
New Age Alpha Advisors, LLC 0.29% Reduce -3.9% 128,536 $6.3M
Hennessy Advisors Inc. 0.23% No change 127,231 $6.2M
New England Asset Management Inc. 0.80% Add +1.8% 124,517 $6.1M
iA Global Asset Management Inc. 0.09% Reduce -39.5% 122,791 $6.0M
Avanza Fonder AB 0.17% No change 121,705 $6.0M
Focus Partners Wealth 0.01% Reduce -70.7% 121,243 $5.9M
Ostrum Asset Management 0.33% Add +93.1% 120,458 $5.9M
Louisiana State Employees Retirement System 0.10% Add +0.1% 119,300 $5.8M
Pathstone Holdings, LLC 0.02% Add +4.0% 118,491 $5.8M
Caisse Des Depots Et Consignations 0.09% No change 117,405 $5.8M
Oregon Public Employees Retirement Fund 0.08% Add +1.2% 117,147 $5.7M
Johnson Financial Group, Inc. 0.21% Add +5.0% 116,614 $5.7M
Cibc World Market Inc. 0.01% Reduce -27.5% 114,255 $5.6M
Natixis 0.02% New 113,138 $5.5M
Norinchukin Bank, The 0.06% Add +4.5% 111,242 $5.5M
Advisors Asset Management, Inc. 0.09% Add +3.2% 111,034 $5.4M
Intact Investment Management Inc. 0.15% No change 110,600 $5.4M
Pacer Advisors, Inc. 0.02% Reduce -43.2% 110,593 $5.4M
Wasatch Advisors LP 0.04% Add +8.9% 110,505 $5.4M
Trinity Legacy Partners, LLC 1.16% Add +1.2% 110,144 $5.4M
OP Asset Management Ltd 0.05% Reduce -6.9% 109,192 $5.4M
Mutual of America Capital Management LLC 0.06% Add +0.3% 108,779 $5.3M
MML Investors Services, LLC 0.01% Reduce -14.2% 107,216 $5.3M
Kepler Cheuvreux (Suisse) SA 0.34% New 105,885 $5.2M
Soros Fund Management 0.09% Reduce -83.2% 104,734 $5.1M
State of Alaska, Department of Revenue 0.05% Add +2.9% 103,390 $5.1M
Profund Advisors LLC 0.18% Reduce -22.5% 100,550 $4.9M
American Assets Investment Management, LLC 0.33% No change 100,000 $4.9M
Jones Financial Companies LLLP 0.00% Add +150.4% 101,115 $4.9M
Campbell & CO Investment Adviser LLC 0.28% New 98,833 $4.8M
LBP Am SA 0.07% Reduce -12.0% 98,744 $4.8M
Caisse de depot et placement du Quebec 0.01% New 98,475 $4.8M
Middleton & Co. Inc. 0.55% Add +1.5% 98,431 $4.8M
M&T Bank Corp 0.02% Add +1.3% 97,967 $4.8M
Flputnam Investment Management Co. 0.07% Reduce -33.3% 96,364 $4.7M
Allstate Corp. 0.05% Add +23.8% 93,561 $4.6M
Generali Asset Management SPA SGR 0.10% Reduce -2.1% 92,974 $4.6M
Agf Management Ltd. 0.02% Reduce -11.8% 92,532 $4.5M
Marshall Wace, LLP 0.00% Reduce -75.5% 92,462 $4.5M
UniSuper Management Pty Ltd 0.03% Reduce -3.6% 92,319 $4.5M
Thrivent Financial for Lutherans 0.01% Reduce -1.2% 91,947 $4.5M
Tower Research Capital LLC (TRC) 0.12% Add +23.3% 91,013 $4.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +26.5% 84,653 $4.1M
Vaughan David Investments LLC 0.08% Reduce -4.8% 80,717 $4.0M
NewEdge Advisors, LLC 0.01% Reduce -0.3% 80,181 $3.9M
Teachers Retirement System of the State of Kentucky 0.03% No change 78,947 $3.9M
Private Advisor Group, LLC 0.02% Reduce -6.5% 78,723 $3.9M
Horizon Investments, LLC 0.04% Reduce -7.5% 78,442 $3.8M
Gulf International Bank (UK) Ltd 0.09% Add +55.1% 77,918 $3.8M
Sterling Capital Management LLC 0.07% Add +27.1% 76,301 $3.7M
Harvest Fund Management Co., Ltd 0.16% Add +0.2% 75,713 $3.7M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -40.8% 75,024 $3.7M
TD Waterhouse Canada Inc. 0.01% Reduce -4.6% 58,146 $3.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.13% Add +18.9% 73,153 $3.6M
Jane Street Group, LLC 0.00% Reduce -8.9% 71,484 $3.5M
Huntington National Bank 0.03% Add +8.5% 70,172 $3.4M
T. Rowe Price Investment Management, Inc. 0.00% Reduce -21.5% 70,145 $3.4M
Tidal Investments LLC 0.01% Add +1.9% 70,117 $3.4M
&partners 0.02% Add +3.2% 69,856 $3.4M
Jamison Private Wealth Management, Inc. 0.42% Add +3.4% 68,724 $3.4M
Pekin Hardy Strauss, Inc. 0.35% Reduce -1.7% 67,980 $3.3M
Captrust Financial Advisors 0.01% Add +9.3% 67,802 $3.3M
Banque Cantonale Vaudoise 0.12% Add +27.1% 66,179 $3.2M
AG2R La Mondiale Gestion D'actifs 0.15% Add +36.1% 65,226 $3.2M
Truist Financial Corp. 0.00% Reduce -10.7% 64,301 $3.2M
Summit Global Investments 0.19% Add +0.2% 64,110 $3.1M
Caprock Group, LLC 0.08% Reduce -4.4% 63,240 $3.1M
Brookstone Capital Management 0.04% Add +8.5% 63,200 $3.1M
Canada Post Corp Registered Pension Plan 0.12% Reduce -4.3% 63,141 $3.1M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -0.8% 62,713 $3.1M
Plato Investment Management Ltd 0.20% Add +17.7% 61,876 $3.0M
Mizuho Securities USA LLC 0.07% Reduce -15.9% 61,838 $3.0M
Abundance Wealth Counselors 0.43% Reduce -0.4% 61,348 $3.0M
Viking Fund Management LLC 0.30% No change 60,000 $2.9M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.05% Reduce -2.0% 59,200 $2.9M
Lido Advisors, LLC 0.01% Add +18.4% 58,486 $2.9M
Stratos Investment Management, LLC 0.11% Add +5.4% 58,211 $2.9M
Hartford Investment Management Co. 0.09% Reduce -0.2% 58,062 $2.8M
Empowered Funds, LLC 0.02% Add +21.3% 57,913 $2.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +84.6% 57,870 $2.8M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.1% 57,648 $2.8M
SVB Wealth LLC 0.18% Add +11.1% 57,197 $2.8M
D. E. Shaw & Co. 0.00% Reduce -10.5% 56,743 $2.8M
Empire Financial Management Company, LLC 0.63% No change 56,701 $2.8M
Edmond DE Rothschild Holding S.A. 0.04% Reduce -68.5% 56,047 $2.7M
Opus Investment Management Inc. 1.64% No change 56,000 $2.7M
CI Investments Inc. 0.01% Reduce -3.0% 55,858 $2.7M
Sequoia Financial Advisors, LLC 0.02% Add +30.3% 55,656 $2.7M
Midwest Trust Co 0.03% Reduce -1.6% 54,826 $2.7M
J.W. Cole Advisors, Inc. 0.09% Reduce -0.3% 54,678 $2.7M
Covington Investment Advisors Inc. 0.38% Add +0.2% 53,272 $2.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -1.0% 52,338 $2.6M
Principle Wealth Partners LLC 0.14% Add +0.1% 51,410 $2.5M
Baird Financial Group, Inc. 0.00% Add +0.5% 51,303 $2.5M
OMERS ADMINISTRATION Corp 0.02% Add +43.3% 51,264 $2.5M
Summit Trail Advisors, LLC 0.04% Add +32.0% 51,106 $2.5M
Richard Bernstein Advisors LLC 0.07% No change 51,075 $2.5M
Mesirow Financial Investment Management, Inc. 0.04% Add +19.3% 50,133 $2.5M
Strategic Planning, Inc. 1.22% Add +0.2% 49,697 $2.4M
Millennium Management 0.00% Reduce -85.7% 48,354 $2.4M
Blair William & Co. 0.01% Add +6.3% 47,862 $2.3M
WealthTrust Axiom LLC 0.57% Add +0.3% 47,550 $2.3M
Tokio Marine Asset Management Co. Ltd. 0.08% Reduce -0.6% 47,510 $2.3M
Cwm, LLC 0.01% Add +4.0% 47,431 $2.3M
New Mexico Educational Retirement Board 0.07% No change 46,559 $2.3M
Triasima Portfolio Management inc. 0.34% Reduce -0.0% 46,355 $2.3M
Ledyard National Bank 0.20% Add +5.5% 46,350 $2.3M
Nomura Holdings Inc. 0.02% Reduce -11.2% 46,260 $2.3M
Ameritas Investment Partners, Inc. 0.07% Add +0.9% 46,165 $2.3M
Vident Advisory, LLC 0.02% Add +70.9% 46,163 $2.3M
Brown Advisory Inc. 0.00% Add +1.4% 45,598 $2.2M
Ascent Group, LLC 0.08% Add +8.3% 44,758 $2.2M
Howard Capital Management, LLC 0.04% Reduce -13.6% 44,525 $2.2M
Ieq Capital, LLC 0.01% New 44,363 $2.2M
DC Investments Management, LLC 0.83% No change 44,187 $2.2M
Raiffeisen Bank International AG 0.03% Add +52.2% 43,427 $2.1M
Essex LLC 0.38% Reduce -0.5% 43,388 $2.1M
E. Ohman J:or Asset Management AB 0.06% No change 42,724 $2.1M
MAI Capital Management 0.01% Add +3.4% 42,316 $2.1M
Vise Technologies, Inc. 0.04% No change 47,255 $2.1M
MUFG Securities EMEA plc 0.03% Add +1.2% 41,935 $2.1M
HB Wealth Management, LLC 0.01% Add +11.7% 41,866 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% Add +60.3% 41,817 $2.0M
Sompo Asset Management Co., Ltd. 0.37% Add +21.2% 41,160 $2.0M
Providence Wealth Advisors, LLC 1.25% Add +1.6% 40,428 $2.0M
Bragg Financial Advisors, Inc 0.06% Reduce -6.6% 39,806 $2.0M
Osmosis Investment Management UK Ltd 0.05% Reduce -88.6% 39,752 $1.9M
Rothschild Investment LLC 0.10% Add +4.4% 39,550 $1.9M
Kentucky Retirement Systems 0.14% Add +11.5% 70,747 $1.9M
Savant Capital, LLC 0.01% Add +5.7% 39,382 $1.9M
Leo Wealth, LLC 0.14% Add +8.3% 38,416 $1.9M
Vestcor Inc 0.05% Add +10.7% 38,417 $1.9M
Atria Investments, Inc 0.02% Add +17.2% 38,193 $1.9M
AlphaStar Capital Management, LLC 0.14% Reduce -5.9% 37,936 $1.9M
Trium Capital LLP 1.35% Add +171.9% 37,837 $1.9M
Coldstream Capital Management Inc. 0.02% Add +22.1% 37,563 $1.8M
Argyle Capital Management, LLC 0.60% Reduce -0.4% 37,392 $1.8M
RIA Advisory Group LLC 0.45% Reduce -5.3% 37,296 $1.8M
Saudi Central Bank 0.04% New 37,291 $1.8M
Ethos Capital Management, Inc. 1.56% Add +20.7% 37,214 $1.8M
Westpac Banking Corp. 0.13% No change 36,870 $1.8M
Narwhal Capital Management 0.13% Reduce -0.7% 36,855 $1.8M
E Fund Management Co., Ltd. 0.05% — 36,502 $1.8M
Sargent Investment Group, LLC 0.23% Add +9.5% 36,201 $1.8M
Board of the Pension Protection Fund 1.63% Add +1344.0% 36,100 $1.8M
Ofi Invest Asset Management 0.02% Add +105.6% 36,954 $1.8M
Great Lakes Advisors, LLC 0.01% Add +18.4% 35,389 $1.7M
Ossiam 0.03% Add +55795.2% 35,214 $1.7M
Stoneridge Investment Partners LLC 1.24% Reduce -9.1% 34,874 $1.7M
StoneX Group Inc. 0.09% Reduce -13.5% 34,816 $1.7M
Pinnacle Financial Partners, Inc. 0.01% Add +148.0% 34,427 $1.7M
Trust Co. of Toledo NA 0.16% Reduce -0.8% 34,400 $1.7M
Empirical Finance, LLC 0.08% Reduce -0.1% 33,654 $1.6M
Siemens Fonds Invest GmbH 0.09% Add +0.3% 33,619 $1.6M
Garton & Associates Financial Advisors LLC 1.33% Reduce -17.5% 33,284 $1.6M
Merit Financial Group, LLC 0.01% Add +14.8% 32,925 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.4% 32,730 $1.6M
Laird Norton Wetherby Trust Company, LLC 0.03% Add +1.1% 32,647 $1.6M
Nilsine Partners, LLC 0.12% Add +13.2% 34,298 $1.6M
Allworth Financial LP 0.01% Add +11.3% 32,595 $1.6M
Iowa State Bank 0.29% Reduce -0.6% 32,489 $1.6M
Wealthcare Advisory Partners LLC 0.03% Reduce -2.4% 32,341 $1.6M
Picton Mahoney Asset Management 0.02% Add +287.2% 32,215 $1.6M
Principal Securities, Inc. 0.02% Add +2.4% 32,005 $1.6M
Foster & Motley Inc. 0.08% Reduce -0.5% 31,645 $1.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.08% No change 31,600 $1.5M
Spirit of America Management Corp. 0.30% Add +5.9% 31,300 $1.5M
Keybank National Association 0.01% Add +50.3% 31,221 $1.5M
Harrison Street Private Wealth LLC 1.99% — 30,616 $1.5M
Advanced Asset Management Advisors Inc 0.41% No change 30,396 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -25.6% 30,295 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +10.1% 30,122 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.4% 30,024 $1.5M
Apollon Wealth Management, LLC 0.02% Add +2.6% 29,847 $1.5M
North Dakota State Investment Board 0.06% Reduce -15.5% 29,281 $1.4M
Uncommon Cents Investing LLC 0.33% Add +1.8% 29,135 $1.4M
Chicago Partners Investment Group LLC 0.03% Add +18.4% 30,910 $1.4M
China Universal Asset Management Co., Ltd. 0.11% Add +0.6% 28,774 $1.4M
VestGen Advisors, LLC 0.04% Add +83.3% 31,026 $1.4M
Measured Wealth Private Client Group, LLC 0.38% Add +1.7% 28,440 $1.4M
Hancock Whitney Corp. 0.02% Add +4.1% 30,187 $1.4M
Mufg Securities Americas Inc. 0.09% Add +4.0% 28,304 $1.4M
Affinity Investment Advisors, LLC 0.86% Add +3.0% 28,180 $1.4M
AdvisorNet Financial, Inc 0.07% Add +3.5% 27,956 $1.4M
Choreo, LLC 0.02% Add +1.5% 27,947 $1.4M
Securian Asset Management, Inc. 0.05% Add +1.0% 27,749 $1.4M
Prosperity Consulting Group, LLC 0.06% Add +3.9% 27,482 $1.3M
Alps Advisors Inc. 0.01% Add +2.9% 27,206 $1.3M
Intrust Bank NA 0.11% Add +11.2% 27,046 $1.3M
Perigon Wealth Management, LLC 0.02% Add +18.6% 26,917 $1.3M
Mgo One Seven LLC 0.03% Add +4.2% 26,690 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 26,601 $1.3M
Samjo Management, LLC 0.56% No change 26,600 $1.3M
Quadrant Capital Group LLC 0.04% Add +52.0% 26,538 $1.3M
GAMMA Investing LLC 0.06% Add +3.3% 26,481 $1.3M
Quadrature Capital Ltd 0.02% New 26,333 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -33.9% 26,312 $1.3M
First Horizon Corp. 0.05% Add +1004.0% 25,635 $1.3M
Kingsview Wealth Management, LLC 0.02% Add +6.9% 25,634 $1.3M
Aurora Investment Counsel 0.70% Reduce -0.6% 25,615 $1.3M
ING Groep NV 0.01% Reduce -85.0% 25,497 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +8.0% 25,487 $1.2M
Qtron Investments LLC 0.17% Add +0.1% 25,480 $1.2M
Parallax Volatility Advisers, L.P. 0.07% Reduce -39.2% 26,799 $1.2M
MASTERINVEST Kapitalanlage GmbH 0.13% No change 25,178 $1.2M
EntryPoint Capital, LLC 0.36% New 25,176 $1.2M
Farther Finance Advisors, LLC 0.01% Add +7.4% 25,201 $1.2M
Capula Management Ltd 0.01% New 24,816 $1.2M
Aviso Wealth Management 0.54% Add +0.0% 24,656 $1.2M
Exchange Traded Concepts, LLC 0.01% Reduce -8.5% 24,532 $1.2M
Point Windward Advisors Inc. 0.61% Reduce -2.7% 24,411 $1.2M
Great Valley Advisor Group, Inc. 0.02% Add +0.1% 24,286 $1.2M
Tounjian Advisory Partners, LLC 0.43% Add +6.8% 24,090 $1.2M
D.A. Davidson & Co. 0.01% Add +0.3% 23,943 $1.2M
Waverly Advisors, LLC 0.01% Add +17.7% 23,891 $1.2M
Bailard, Inc. 0.03% Reduce -1.2% 23,748 $1.2M
HBK Sorce Advisory LLC 0.02% Reduce -6.7% 26,486 $1.2M
McKinney Capital Management, LLC 0.99% — 23,503 $1.2M
Etesian Wealth Advisors, Inc. 0.37% Reduce -16.7% 23,499 $1.2M
Frank, Rimerman Advisors LLC 0.07% No change 23,309 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -15.0% 23,198 $1.1M
Orographic Financial Advisors, LLC 0.80% — 23,020 $1.1M
Peapack Gladstone Financial Corp. 0.01% Reduce -3.1% 22,982 $1.1M
Odyssean, LLC 0.41% New 22,870 $1.1M
Sienna Gestion 0.07% No change 22,500 $1.1M
Meeder Advisory Services, Inc. 0.05% Reduce -19.6% 22,695 $1.1M
Integrated Wealth Concepts LLC 0.01% New 22,415 $1.1M
Radnor Capital Management, LLC 0.16% No change 22,407 $1.1M
Modern Wealth Management, LLC 0.02% Reduce -0.4% 22,423 $1.1M
Gerald Baker Financial Group LLC 0.34% — 21,901 $1.1M
Citizens Financial Group Inc. 0.01% Reduce -9.9% 21,899 $1.1M
FRG Family Wealth Advisors LLC 0.18% Reduce -3.9% 21,880 $1.1M
Caxton Associates LLP 0.02% Add +31.4% 21,779 $1.1M
Stenger Family Office, LLC 0.19% Reduce -2.6% 21,718 $1.1M
V-Square Quantitative Management LLC 0.11% Add +2.0% 21,281 $1.0M
World Investment Advisors 0.02% Reduce -1.8% 21,198 $1.0M
Harbour Investments, Inc. 0.02% Add +87.9% 21,005 $1.0M
Global Financial Private Client, LLC 0.33% Add +5.7% 20,880 $1.0M
Clearstead Advisors, LLC 0.01% Add +105.8% 20,757 $1.0M
Fifth Third Wealth Advisors LLC 0.03% Add +43.0% 20,602 $1.0M
Brooklyn Investment Group 0.03% Add +28.3% 20,480 $1.0M
Syon Capital LLC 0.05% Add +13.9% 20,392 $1000K
Equitable Holdings, Inc. 0.01% Add +39.2% 22,356 $999K
Sowell Financial Services LLC 0.04% Add +1.6% 20,299 $995K
Ballentine Partners, LLC 0.01% Add +16.0% 20,282 $994K
Greenleaf Trust 0.01% Reduce -0.3% 20,193 $990K
one8zero8, LLC 0.22% No change 20,156 $988K
Aaron Wealth Advisors LLC 0.06% Reduce -29.4% 20,154 $988K
Groupama Asset Managment 0.01% Add +5.4% 20,124 $986K
Ashton Thomas Private Wealth, LLC 0.02% Add +71.5% 20,105 $986K
Commerzbank Aktiengesellschaft 0.02% Reduce -1.5% 19,595 $961K
Brown Brothers Harriman & Co. 0.01% Add +123.5% 19,559 $959K
Beacon Pointe Advisors, LLC 0.01% Add +25.4% 19,371 $950K
Balyasny Asset Management L.P. 0.00% Reduce -98.1% 19,336 $948K
TrustBank 0.37% New 19,290 $946K
Oppenheimer & Co. Inc. 0.01% Reduce -1.3% 19,151 $939K
Wedbush Securities Inc. 0.03% Reduce -9.5% 19,123 $937K
Praxis Investment Management Inc. 0.06% Reduce -31.2% 19,100 $936K
Jacobi Capital Management LLC 0.05% Add +0.2% 18,946 $929K
Paradigm Asset Management Co. LLC 0.22% No change 18,805 $922K
Stratos Wealth Partners, LTD. 0.01% Add +3.5% 18,783 $921K
Bleakley Financial Group, LLC 0.01% Reduce -4.7% 18,678 $916K
Signaturefd, LLC 0.01% Add +4.4% 18,669 $915K
GTS Securities LLC 0.03% Add +40.1% 18,664 $915K
World Equity Group, Inc. 0.23% Add +0.0% 18,401 $902K
Altfest L J & Co. Inc. 0.10% New 18,369 $900K
DAVENPORT & Co LLC 0.00% Reduce -5.0% 18,122 $888K
Sigma Planning Corp 0.02% Add +4.3% 18,039 $884K
Callan Family Office, LLC 0.02% Reduce -8.4% 18,030 $884K
Independent Advisor Alliance 0.01% Reduce -10.4% 17,943 $880K
Tema ETFs LLC 0.06% Add +0.5% 17,936 $879K
Simplex Trading, LLC 0.03% New 17,819 $873K
IHT Wealth Management, LLC 0.02% Add +0.9% 17,645 $865K
Savvy Advisors, Inc. 0.02% Reduce -7.5% 17,375 $852K
LFG Wealth Partners, LLC 0.51% Add +0.9% 17,352 $851K
Investment Research Partners LLC 0.34% Reduce -0.9% 17,208 $844K
Costello Asset Management, INC 0.29% Reduce -0.0% 17,205 $843K
Concurrent Investment Advisors, LLC 0.01% Add +30.5% 17,201 $843K
Sciencast Management LP 0.11% Reduce -87.4% 17,025 $835K
ICICI Prudential Asset Management Co Ltd 0.10% Add +4.5% 16,951 $831K
Burney Co./ 0.03% Reduce -42.2% 16,882 $828K
Bridgewater Associates 0.00% Reduce -14.6% 16,865 $827K
Smartleaf Asset Management LLC 0.03% Add +16.6% 16,718 $821K
North Star Investment Management Corp. 0.05% Add +0.3% 16,734 $820K
Transcend Capital Advisors, LLC 0.07% Reduce -11.3% 16,696 $818K
TCW Group Inc. 0.01% Add +5.1% 16,693 $818K
Perennial Investment Advisors, LLC 0.07% Reduce -0.3% 16,639 $816K
Simmons Bank 0.05% Reduce -2.1% 16,437 $806K
Arvest Bank Trust Division 0.04% Add +3.5% 16,430 $805K
LaSalle St. Investment Advisors, LLC 0.11% Reduce -3.2% 16,247 $796K
Bessemer Group Inc. 0.00% Reduce -39.3% 16,210 $796K
COFG Advisors, LLC 0.19% Add +0.5% 16,058 $787K
Vontobel Holding Ltd. 0.00% Add +1.0% 15,731 $771K
International Assets Investment Management, LLC 0.05% Reduce -15.2% 15,593 $762K
Centennial Wealth Advisory LLC 0.18% Add +15.0% 15,522 $761K
Prospera Financial Services Inc 0.01% Add +5.0% 15,445 $758K
Texas Bank & Trust Co 0.28% Add +1.5% 15,410 $755K
Elevated Capital Advisors, LLC 0.19% Reduce -22.1% 15,180 $744K
Black Diamond Financial, LLC 0.08% Add +0.1% 15,177 $744K
Archer Investment Corp 0.16% No change 15,165 $743K
Focus Partners Advisor Solutions, LLC 0.01% New 15,158 $743K
Frec Markets, Inc. 0.13% Add +103.4% 15,134 $742K
Ellevest, Inc. 0.10% Add +31.3% 15,123 $741K
Wesbanco Bank Inc. 0.02% Reduce -1.2% 15,115 $741K
HUB Investment Partners, LLC 0.02% Reduce -24.3% 15,100 $740K
Caldwell Trust Co 0.07% No change 15,062 $738K
Arkadios Wealth Advisors 0.01% Add +8.7% 15,022 $736K
Regal Partners Ltd 0.04% New 15,000 $735K
Cooper Financial Group 0.07% Add +1.4% 14,535 $712K
CWA Asset Management Group, LLC 0.02% Reduce -76.2% 14,495 $711K
Kestra Private Wealth Services, LLC 0.01% Reduce -60.7% 14,487 $710K
GAMCO Investors 0.01% Add +1.0% 14,440 $708K
Ingalls & Snyder LLC 0.02% No change 14,280 $700K
Assetmark, Inc. 0.00% Reduce -71.2% 14,263 $699K
PFG Investments, LLC 0.03% Add +1.6% 14,242 $698K
TriaGen Wealth Management LLC 0.19% Add +2.4% 14,150 $694K
Summit Financial, LLC 0.01% Add +1.7% 14,145 $693K
Florida Trust Wealth Management Co 0.02% No change 14,060 $689K
Ameritas Advisory Services, LLC 0.03% Reduce -5.2% 13,965 $685K
Parallel Advisors, LLC 0.01% Add +1.0% 13,924 $683K
PTM Wealth Management, LLC 0.36% Add +0.8% 13,911 $681K
Diversified Enterprises, LLC 0.04% Add +9.4% 13,847 $679K
Gladstone Institutional Advisory LLC 0.03% Add +21.4% 13,835 $678K
Verition Fund Management LLC 0.01% Reduce -57.1% 13,812 $677K
Lloyd Advisory Services, LLC. 0.19% Add +114641.7% 13,769 $675K
Kingdom Financial Group LLC. 0.19% Reduce -0.2% 13,769 $675K
Lakeside Advisors, INC. 0.45% Reduce -1.8% 13,608 $667K
Independent Financial Group, LLC 0.01% Add +1.0% 13,473 $660K
Partnership Wealth Management, LLC 0.50% No change 13,467 $660K
Plimoth Trust Co. LLC 0.15% Add +2.6% 13,395 $657K
LSP Investment Advisors, LLC 0.47% No change 13,274 $651K
Sumitomo Life Insurance Co. 0.02% Add +4.3% 13,194 $647K
Fiduciary Alliance LLC 0.04% Reduce -2.1% 13,405 $642K
111 Capital 0.16% New 13,026 $639K
EP Wealth Advisors, LLC 0.00% Add +32.3% 13,009 $638K
Cornerstone National Bank & Trust Co 0.23% No change 12,860 $629K
Integrated Advisors Network LLC 0.03% Reduce -8.3% 12,800 $627K
Advisory Alpha, LLC 0.02% Add +27.4% 12,798 $627K
denkapparat Operations GmbH 0.26% No change 12,696 $622K
Carret Asset Management, LLC 0.06% Add +6.1% 12,654 $620K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.3% 12,616 $618K
Kintegral Advisory, LLC 0.06% Reduce -4.2% 12,590 $617K
Lansing Street Advisors 0.16% Reduce -0.4% 12,555 $615K
Town Capital LLC 0.50% Add +22.9% 12,534 $614K
Norden Group LLC 0.06% Reduce -1.3% 12,511 $613K
Azimuth Capital Investment Management LLC 0.02% Add +5.0% 12,495 $613K
Crestwood Advisors Group, LLC 0.01% Add +25.4% 12,434 $610K
Foundations Investment Advisors, LLC 0.01% Reduce -10.1% 12,279 $602K
Legacy Solutions, LLC 0.56% Reduce -0.4% 12,274 $602K
Cora Capital Advisors LLC 0.20% Add +0.6% 12,172 $597K
Trivium Point Advisory, LLC 0.11% Add +15.6% 12,086 $592K
Steph & Co. 0.17% Reduce -0.3% 11,936 $585K
Ausdal Financial Partners, Inc. 0.03% Add +1.6% 11,934 $585K
Spire Wealth Management 0.02% Add +6.7% 11,894 $583K
Tsfg, LLC 0.09% Add +0.1% 11,863 $582K
Jump Financial, LLC 0.01% Add +53.1% 11,739 $575K
Van Cleef Asset Management,Inc 0.06% Reduce -3.9% 11,733 $575K
Bollard Group LLC 0.02% Add +9.7% 11,710 $574K
HighPoint Advisor Group LLC 0.02% Reduce -87.7% 11,647 $571K
Ashton Thomas Securities, LLC 0.07% Reduce -4.4% 11,643 $571K
Checchi Capital Advisers, LLC 0.04% Add +14.4% 11,636 $570K
Pinnacle Associates Ltd. 0.01% Reduce -0.8% 11,573 $567K
Financial Consulate, Inc. 0.07% Add +2.4% 11,557 $567K
SageView Advisory Group, LLC 0.02% Reduce -70.6% 11,556 $566K
Journey Strategic Wealth LLC 0.01% Add +17.9% 11,472 $562K
AmeriServ Wealth Advisors 0.36% Add +6.1% 11,439 $561K
Seeds Investor LLC 0.08% Add +20.6% 11,502 $560K
Two Sigma Investments, LP 0.00% Reduce -33.6% 11,414 $560K
Campion Asset Management 0.38% Reduce -1.6% 11,400 $559K
Kintra Wealth, LLC 0.04% Reduce -3.9% 11,332 $555K
Compound Planning, Inc. 0.02% Add +5.0% 11,318 $555K
Nexus Investment Management ULC 0.08% Reduce -12.1% 11,307 $554K
Strategic Advisors LLC 0.09% Reduce -1.9% 11,243 $551K
Wedmont Private Capital 0.02% Add +24.5% 11,058 $544K
Laurel Oak Wealth Management, LLC 0.09% Reduce -1.1% 11,066 $542K
Wakefield Asset Management LLLP 0.14% Reduce -0.6% 11,055 $542K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -12.4% 11,026 $540K
Arvest Investments, Inc. 0.07% Reduce -2.3% 11,004 $539K
Smith Group Asset Management, LLC 0.03% No change 11,000 $539K
Catalyst Financial Partners LLC 0.06% Reduce -29.2% 10,991 $539K
Rothschild Wealth LLC 0.05% Add +14.0% 10,880 $533K
Fidelis Capital Partners, LLC 0.04% Add +3.6% 10,856 $532K
Wealthcare Capital Partners, LLC 0.25% Reduce -6.6% 10,828 $531K
Twin Tree Management, LP 0.11% New 10,788 $529K
Cidel Asset Management Inc. 0.03% Add +19.1% 10,720 $525K
Midland Wealth Advisors, LLC 0.03% Reduce -2.1% 10,694 $524K
Oslo Pensjonsforsikring AS 0.08% — 10,651 $522K
BLB&B Advisors, LLC 0.02% Reduce -20.1% 10,593 $519K
Lanark Financial, Inc. 0.04% Reduce -4.0% 10,571 $518K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 10,437 $512K
TD Private Client Wealth LLC 0.01% Reduce -61.5% 10,395 $510K
Cary Street Partners Financial LLC 0.01% Add +20.4% 10,366 $508K
Gateway Investment Advisers LLC 0.01% Add +56.8% 10,351 $507K
Prime Capital Investment Advisors, LLC 0.01% Add +1.6% 10,338 $507K
Erste Asset Management GmbH 0.00% No change 10,298 $506K
Johnson Investment Counsel Inc. 0.00% Reduce -1.0% 10,317 $506K
Pine Valley Investments Ltd Liability Co 0.02% Add +1.1% 10,275 $504K
iSAM Funds (UK) Ltd 0.25% New 10,262 $503K
Inscription Capital, LLC 0.05% Add +9.9% 10,229 $501K
VeraBank, N.A. 0.09% No change 10,227 $501K
Teza Capital Management LLC 1.83% New 10,223 $501K
Haverford Trust Co 0.00% No change 10,214 $501K
First Foundation Advisors 0.02% Add +0.3% 10,123 $496K
Evergreen Capital Management LLC 0.01% Add +14.3% 10,105 $495K
Engineers Gate Manager LP 0.01% Add +13.3% 10,080 $494K
Stance Capital LLC 0.24% New 10,062 $493K
Diversified Trust Co. 0.01% Reduce -6.2% 10,026 $491K
Lantz Financial LLC 0.10% Add +0.6% 10,012 $491K
Segment Wealth Management, LLC 0.03% Reduce -9.2% 9,980 $489K
Significant Wealth Partners LLC 0.60% No change 9,968 $489K
Invested Advisors 0.49% Add +0.4% 9,951 $488K
Sagewood Asset Management LP 0.15% Add +76.0% 9,944 $487K
Xcelsior Advisor Partners LLC 0.19% New 9,931 $487K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -1.1% 9,921 $486K
First Manhattan Co. Llc. 0.00% Reduce -18.4% 9,908 $486K
Addis & Hill, Inc 0.29% No change 9,884 $485K
Moody National Bank Trust Division 0.05% Add +1.2% 9,882 $484K
Blue Bell Private Wealth Management, LLC 0.07% Reduce -0.2% 9,866 $484K
Cigna Investments Inc. 0.07% No change 9,775 $479K
Compagnie Lombard Odier SCmA 0.01% Add +9.2% 9,721 $477K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +78.2% 9,680 $475K
Morton Community Bank 0.10% Add +0.5% 9,601 $471K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 9,594 $470K
Finward Bancorp 0.38% No change 9,576 $469K
Platform Technology Partners 0.09% Add +17.5% 9,560 $469K
Community Bank & Trust, Waco, Texas 0.09% No change 9,555 $468K
Aware Super Pty Ltd as trustee of Aware Super 0.01% — 9,540 $468K
Investment Advisory Services Inc. /TX 0.15% Add +0.2% 9,506 $466K
Financial Advisors Network, Inc. 0.06% Add +5.7% 9,493 $465K
Stevens Capital Management LP 0.07% New 9,395 $461K
Resonant Capital Advisors, LLC 0.02% Add +2.4% 9,392 $460K
Mather Group, Llc. 0.00% Reduce -2.0% 9,367 $459K
Onyx Bridge Wealth Group LLC 0.05% Reduce -0.3% 9,349 $458K
Bokf, NA 0.01% Reduce -15.1% 9,306 $456K
Paragon Financial Partners, Inc. 0.26% No change 9,326 $454K
UNIVEST FINANCIAL Corp 0.03% Add +90.1% 9,209 $451K
Advisory Services Network, LLC 0.01% Add +34.8% 9,204 $451K
Groupe la Francaise 0.01% Add +6.5% 9,128 $447K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +67.2% 8,998 $441K
LGT Group Foundation 0.01% Add +0.1% 8,956 $439K
Hexagon Capital Partners LLC 0.06% New 8,944 $438K
MCF Advisors LLC 0.02% Add +61.1% 8,940 $438K
Walleye Capital LLC 0.00% Add +892800.0% 8,929 $438K
Goldstone Financial Group, LLC 0.05% Add +0.9% 8,825 $433K
Dorsey & Whitney Trust CO LLC 0.02% Add +8.5% 8,795 $431K
Romano Brothers and Company 0.05% No change 8,696 $426K
Aull & Monroe Investment Management Corp 0.20% No change 8,610 $422K
Asahi Life Asset Management Co., LTD. 0.27% New 8,537 $418K
Aptus Capital Advisors, LLC 0.00% Reduce -39.2% 8,518 $418K
Mma Asset Management LLC 0.15% New 8,480 $416K
Private Trust Co. NA 0.04% Reduce -0.1% 8,464 $415K
Montecito Bank & Trust 0.07% Reduce -6.4% 8,457 $415K
Verdence Capital Advisors LLC 0.02% Reduce -2.8% 8,391 $411K
Westerkirk Capital Inc. 0.04% No change 8,331 $408K
Harbor Investment Advisory, LLC 0.03% Add +0.1% 8,314 $408K
Birch Financial Group, LLC 0.24% Add +16.4% 8,312 $407K
CENTRAL TRUST Co 0.01% Reduce -7.3% 8,307 $407K
Concentric Capital Strategies, LP 0.04% New 8,277 $406K
Bryn Mawr Trust Advisors, LLC 0.02% Add +37.4% 8,234 $404K
Essex Financial Services, Inc. 0.02% Reduce -22.2% 8,222 $403K
Havemeyer Place LP 0.05% Reduce -34.7% 8,220 $403K
LOM Asset Management Ltd 0.12% No change 8,200 $402K
Cohen Klingenstein LLC 0.01% No change 8,200 $402K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 8,200 $402K
Trust Point Inc. 0.03% Add +8.1% 8,189 $401K
Confluence Wealth Services, Inc. 0.02% Reduce -2.0% 8,167 $400K
Alpha Omega Wealth Management LLC 0.06% No change 8,145 $399K
Versant Capital Management, Inc 0.04% Add +46.5% 8,101 $397K
Kingswood Wealth Advisors, LLC 0.02% Add +1.8% 8,080 $396K
First National Bank & Trust Co. of Newtown 0.09% No change 8,070 $396K
Providence Capital Advisors, LLC 0.06% No change 8,061 $395K
Csenge Advisory Group 0.02% Add +33.2% 8,051 $395K
Optas, LLC 0.06% Reduce -0.3% 8,040 $394K
Certuity, LLC 0.03% Add +33.7% 8,017 $393K
Reaves W H & Co. Inc. 0.01% No change 7,990 $392K
Financial Engines Advisors L.L.C. 0.00% Reduce -6.8% 7,939 $389K
Veery Capital, LLC 0.12% No change 7,872 $386K
Insight Advisors, LLC/ PA 0.07% Reduce -0.1% 7,834 $384K
Level Four Advisory Services, LLC 0.01% Add +2.9% 7,807 $383K
Hendershot Investments Inc. 0.05% No change 7,799 $382K
Marshall Financial Group, LLC 0.06% No change 7,795 $382K
Advisor OS, LLC 0.03% New 7,734 $379K
VSM Wealth Advisory, LLC 0.11% Add +7.7% 7,707 $378K
Essex Bank 0.08% Reduce -0.1% 7,696 $377K
Aprio Wealth Management, LLC 0.02% Add +38.5% 7,692 $377K
Key Financial Inc 0.07% No change 7,676 $376K
Nicolet Bankshares Inc. 0.01% New 7,672 $376K
CreativeOne Wealth, LLC 0.01% Reduce -0.2% 7,664 $376K
AlphaGrep UK Ltd 0.11% Reduce -56.8% 7,623 $374K
Total Clarity Wealth Management, Inc. 0.09% Reduce -31.1% 7,594 $372K
Advisors Capital Management, LLC 0.00% Reduce -98.5% 7,563 $371K
Capital Investment Advisors, LLC 0.01% New 25,846 $369K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +9.5% 7,520 $369K
Stephens Inc. 0.00% Reduce -2.4% 7,516 $368K
Hollencrest Capital Management 0.01% No change 7,500 $368K
KLCM Advisors, Inc. 0.03% No change 7,476 $366K
Larson Financial Group LLC 0.01% Add +26.5% 7,450 $365K
EverSource Wealth Advisors, LLC 0.01% Add +28.2% 7,450 $365K
CX Institutional 0.01% Add +13.0% 7,437 $365K
Riverwater Partners LLC 0.12% Add +0.1% 7,437 $365K
Pure Financial Advisors, LLC 0.01% Add +31.3% 7,404 $363K
Forum Financial Management, LP 0.01% Add +21.2% 7,388 $362K
Avantra Family Wealth, Inc. 0.27% Reduce -27.4% 7,371 $361K
Benjamin Edwards Inc. 0.00% Reduce -53.5% 7,352 $360K
CGN Advisors LLC 0.03% Reduce -0.8% 7,339 $360K
Calydon Capital 0.06% Reduce -0.6% 7,301 $358K
Avail Investment Partners, LLC 0.38% — 7,268 $356K
Volterra Technologies LP 0.25% New 7,252 $355K
Moneta Group Investment Advisors LLC 0.00% Add +5.6% 7,229 $354K
Venturi Wealth Management, LLC 0.02% Add +5.8% 7,166 $351K
Mission Wealth Management, LP 0.01% Reduce -0.5% 7,141 $350K
Canandaigua National Corp. 0.03% — 7,076 $347K
Kennedy Investment Group, Inc. 0.14% Reduce -2.6% 7,059 $346K
Berger Financial Group, Inc 0.02% Add +0.0% 7,049 $346K
Quent Capital, LLC 0.02% Reduce -7.5% 7,048 $345K
Bank & Trust Co 0.23% No change 7,026 $344K
Ridge Creek Global, Inc 0.29% No change 6,999 $343K
Acropolis Investment Management, LLC 0.02% Add +50.3% 6,965 $341K
Baker Avenue Asset Management, LP 0.01% Add +17.8% 6,928 $340K
Tiemann Investment Advisors, LLC 0.13% Add +3.0% 6,875 $337K
Hartline Investment Corp./ 0.04% No change 6,873 $337K
Supplemental Annuity Collective Trust of NJ 0.09% Reduce -43.0% 6,841 $335K
Compton Financial Group, LLC 0.07% Add +0.7% 6,831 $335K
International Private Wealth Advisors LLC 0.20% Add +14.6% 6,774 $332K
Brighton Jones LLC 0.01% New 6,763 $332K
Leigh Baldwin & Co., LLC 0.21% Add +0.5% 6,761 $331K
Bank of New Hampshire 0.08% Reduce -0.5% 6,744 $331K
CHICAGO TRUST Co NA 0.05% Add +13.3% 6,625 $325K
TOWER TRUST & INVESTMENT Co 0.21% No change 6,572 $322K
OneDigital Investment Advisors LLC 0.00% Reduce -14.4% 6,540 $321K
NorthRock Partners, LLC 0.01% New 6,530 $320K
Gsa Capital Partners LLP 0.02% New 6,496 $318K
Thrive Wealth Management, LLC 0.05% Add +1.8% 6,459 $317K
Baldwin Investment Management, LLC 0.04% No change 6,450 $316K
Cornerstone Advisory, LLC 0.03% Add +2.0% 6,447 $316K
DGS Capital Management, LLC 0.05% Add +10.3% 6,434 $315K
Manske Wealth Management 0.09% No change 6,432 $315K
Kentucky Trust Co 0.16% Add +5.1% 6,412 $314K
Cassaday & Co Wealth Management LLC 0.01% Reduce -4.7% 6,357 $312K
Debussy Capital Management LP 0.04% Reduce -1.7% 6,356 $312K
MPS Loria Financial Planners, LLC 0.08% Add +0.2% 6,337 $311K
TCV Trust & Wealth Management, Inc. 0.03% No change 6,329 $310K
Riverbend Wealth Management, LLC 0.19% Add +9.2% 6,329 $310K
Bearing Point Capital, LLC 0.05% No change 6,287 $308K
Blue Trust, Inc. 0.00% Reduce -2.7% 6,256 $307K
Snowden Capital Advisors LLC 0.01% Reduce -19.3% 6,217 $305K
Premier Path Wealth Partners, LLC 0.04% Add +17.9% 6,203 $304K
Plotkin Financial Advisors, LLC 0.15% No change 6,191 $303K
CRA Financial Services, LLC 0.04% Reduce -0.3% 6,162 $302K
Kera Capital Partners, Inc. 0.04% Add +29.1% 6,137 $301K
IFP Advisors, Inc 0.01% Add +2.5% 6,137 $301K
Mutual Advisors, LLC 0.01% Reduce -15.1% 6,134 $301K
Cambient Family Office, LLC 0.04% Add +6.9% 6,112 $300K
Allegheny Financial Group 0.04% Add +0.2% 6,107 $299K
Andra AP-fonden 0.00% Reduce -98.9% 6,090 $299K
Signal Advisors Wealth, LLC 0.02% Reduce -3.4% 6,082 $298K
Apollon Financial, LLC 0.04% New 6,035 $296K
Baltimore-Washington Financial Advisors, Inc. 0.01% Add +4.1% 6,004 $294K
Mirabella Financial Services LLP 0.03% Reduce -71.0% 6,002 $294K
Bill Few Associates, Inc. 0.07% Add +0.3% 5,969 $293K
Patriot Financial Group Insurance Agency, LLC 0.02% New 5,964 $292K
Elyxium Wealth, LLC 0.09% Reduce -13.2% 5,960 $292K
JFS Wealth Advisors, LLC 0.02% Reduce -4.4% 5,936 $291K
Marietta Investment Partners LLC 0.06% No change 5,900 $289K
Wilmington Savings Fund Society, FSB 0.01% Add +8.9% 5,887 $289K
Eagle Wealth Strategies LLC 0.13% Reduce -2.4% 5,858 $287K
Avantax Planning Partners, Inc. 0.01% Add +0.1% 5,805 $285K
Capital Square, LLC 0.13% No change 6,057 $284K
Enterprise Financial Services Corp 0.14% Reduce -0.5% 5,783 $283K
Duncker Streett & Co. Inc. 0.05% No change 5,692 $279K
Telos Capital Management, Inc. 0.03% No change 5,687 $279K
WBH Advisory Inc. 0.02% Reduce -17.0% 5,668 $277K
PDS Planning, Inc 0.02% Reduce -0.3% 5,646 $277K
Wealth Management Associates, Inc. 0.10% No change 5,643 $277K
Calton & Associates, Inc. 0.04% Add +0.3% 5,639 $276K
Regal Investment Advisors LLC 0.02% New 5,621 $276K
Centiva Capital, LP 0.01% Add +687.6% 5,600 $275K
Phoenix Wealth Advisors 0.11% Reduce -3.2% 5,587 $274K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.3% 5,579 $273K
Financial Council, LLC 0.10% No change 5,549 $272K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +4.7% 5,527 $271K
TIAA Wealth Investment Management LLC 0.00% — 5,517 $270K
Stiles Financial Services Inc 0.08% Add +0.2% 5,515 $270K
Smith, Moore & Co. 0.02% Add +0.3% 5,489 $269K
Marion Wealth Management 0.06% Add +0.1% 5,457 $267K
L2 Asset Management, LLC 0.03% Add +7.3% 5,455 $267K
First Command Advisory Services, Inc. 0.00% Add +8.0% 5,452 $267K
Patton Fund Management, Inc. 0.05% Add +9.7% 5,443 $267K
Retirement Planning Co of New England, Inc. 0.11% Reduce -1.4% 5,431 $266K
Composition Wealth, LLC 0.00% Reduce -29.5% 5,424 $266K
UMB Bank, n.a. 0.00% Add +8.9% 5,410 $265K
Apella Capital, LLC 0.00% Add +22.6% 5,639 $265K
Signature Estate & Investment Advisors LLC 0.01% Reduce -30.3% 5,405 $265K
Procyon Advisors, LLC 0.01% Add +8.8% 5,377 $264K
BIP Wealth, LLC 0.01% New 5,370 $263K
FCG Investment Co 0.12% — 5,362 $263K
Pennsylvania Capital Management Inc. 0.08% No change 5,355 $263K
Northstar Advisory Group, LLC 0.10% Reduce -4.8% 5,324 $261K
Leavell Investment Management, Inc. 0.01% New 5,297 $260K
Brevan Howard Capital Management LP 0.00% Reduce -83.7% 5,292 $259K
Geneos Wealth Management Inc. 0.01% Reduce -1.3% 5,265 $258K
Successful Portfolios LLC 0.14% Reduce -4.5% 5,242 $257K
Choate Investment Advisors 0.01% Add +2.5% 5,244 $257K
BTS Asset Management, Inc. 0.99% Reduce -7.0% 5,233 $257K
Carrera Capital Advisors 0.04% Reduce -2.7% 5,210 $255K
Nations Financial Group Inc, /Ia/ 0.01% New 5,209 $255K
Ritholtz Wealth Management 0.00% New 5,209 $255K
Argent Trust Co 0.01% Reduce -2.8% 5,190 $254K
SeaCrest Wealth Management, LLC 0.03% Add +0.1% 5,184 $254K
Clearwater Capital Advisors, LLC 0.02% No change 5,180 $254K
RMG Wealth Management LLC 0.03% Reduce -3.8% 5,743 $254K
Belpointe Asset Management LLC 0.01% Reduce -0.3% 5,160 $253K
Arax Advisory Partners 0.01% Reduce -69.7% 5,440 $253K
Founders Financial Securities LLC 0.01% Reduce -46.4% 5,116 $253K
Werba Rubin Papier Wealth Management 0.04% Reduce -18.1% 5,151 $252K
Greenfield Savings Bank 0.11% No change 5,150 $252K
MTM Investment Management, LLC 0.08% No change 5,148 $252K
Trinity Wealth Management, LLC 0.09% Add +4.0% 5,134 $252K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% Reduce -1.4% 5,126 $251K
Turtle Creek Wealth Advisors, LLC 0.02% New 5,115 $251K
Northwest Bancshares, Inc. 0.05% No change 5,112 $251K
Nemes Rush Group LLC 0.02% Add +0.1% 5,085 $249K
Drive Wealth Management, LLC 0.05% Add +2.6% 5,072 $249K
NewEdge Wealth, LLC 0.00% Reduce -78.8% 5,064 $248K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 5,043 $247K
Patten & Patten Inc. 0.01% No change 5,024 $246K
Marietta Wealth Management, LLC 0.03% No change 5,000 $245K
apricus wealth, LLC 0.12% No change 4,950 $243K
BSW Wealth Partners 0.03% Add +2.9% 4,945 $242K
Eagle Bluffs Wealth Management LLC 0.09% New 4,941 $242K
RD Lewis Holdings, Inc. 0.21% Add +0.3% 4,887 $242K
Bedel Financial Consulting, Inc. 0.03% Add +0.6% 4,919 $241K
Keel Point, LLC 0.02% Reduce -12.6% 4,890 $240K
Alpha Family Trust 0.12% No change 4,880 $239K
TRB Wealth Management, LLC 0.03% — 4,877 $239K
FSM Wealth Advisors, LLC 0.03% Add +4.8% 4,835 $237K
Thoroughbred Financial Services, LLC 0.01% No change 4,849 $237K
Biltmore Wealth Management, LLC 0.08% Add +0.8% 4,815 $236K
Moors & Cabot, Inc. 0.01% Reduce -2.0% 4,765 $234K
Fisher Asset Management 0.00% New 4,761 $233K
C M Bidwell & Associates Ltd. 0.11% Reduce -0.6% 4,761 $233K
Syverson Strege & Co 0.06% New 4,731 $232K
ABN AMRO Bank N.V. 0.00% New 4,680 $231K
Clifford Swan Investment Counsel LLC 0.01% No change 4,676 $229K
Wealth Dimensions Group, Ltd. 0.04% Reduce -0.4% 4,645 $228K
IFS Group,LLC 0.20% — 4,630 $227K
Cornerstone Wealth Group, LLC 0.01% New 4,875 $226K
S.E.E.D. Planning Group LLC 0.07% No change 4,600 $225K
Monetary Management Group Inc. 0.05% No change 4,600 $225K
Strategic Investment Solutions, Inc. 0.05% Add +0.0% 4,598 $225K
Conning Inc. 0.01% Reduce -12.9% 4,584 $225K
Newton One Investments LLC 0.06% No change 4,578 $224K
Hantz Financial Services, Inc. 0.00% Add +29.4% 4,575 $224K
Bluespring Wealth Management, LLC 0.02% New 4,565 $224K
Meridian Wealth Management, LLC 0.01% Reduce -17.3% 4,544 $223K
Heritage Trust Co 0.02% New 4,538 $222K
Everhart Financial Group, Inc. 0.02% New 4,537 $222K
Embree Financial Group 0.03% New 4,536 $222K
Guardian Wealth Advisors, LLC / NC 0.01% New 4,519 $222K
Westover Capital Advisors, LLC 0.04% Reduce -14.1% 4,508 $221K
Cullinan Associates Inc. 0.02% New 4,500 $221K
Opal Wealth Advisors, LLC 0.05% New 4,474 $219K
NBT Bank, N.A. 0.01% Reduce -0.3% 4,464 $219K
FORM Wealth Advisors, LLC 0.03% New 4,451 $218K
Rockland Trust Co. 0.01% Reduce -3.9% 4,424 $217K
Planning Directions Inc. 0.11% New 4,420 $217K
Lake Street Private Wealth, LLC 0.03% New 4,414 $216K
Integrity Alliance, Llc. 0.01% New 4,389 $215K
Beese Fulmer Investment Management, Inc. 0.01% Reduce -51.7% 4,382 $215K
US Asset Management LLC 0.19% New 4,370 $214K
Longboard Asset Management, LP 3.70% New 4,366 $214K
Exencial Wealth Advisors, LLC 0.01% New 4,365 $214K
Chesley Taft & Associates LLC 0.01% New 4,343 $213K
St. Louis Trust Co 0.02% New 4,332 $212K
Coastline Trust Co 0.02% Add +5.3% 4,318 $212K
Pallas Capital Advisors LLC 0.01% New 4,310 $211K
Prelude Capital Management, LLC 0.02% New 4,306 $211K
Evoke Wealth, LLC 0.00% New 4,270 $209K
Acadian Asset Management LLC 0.00% Add +115.6% 4,269 $209K
High Point Wealth Management, LLC 0.21% Add +0.1% 4,260 $209K
PFG Advisors 0.01% New 4,260 $209K
Ewa, LLC 0.05% New 4,254 $209K
Bison Wealth, LLC 0.02% Add +4.5% 4,709 $208K
WESPAC Advisors, LLC 0.11% Reduce -14.7% 4,226 $207K
Signature Wealth Management Partners, LLC 0.10% New 4,225 $207K
4WEALTH Advisors, Inc. 0.18% New 4,209 $207K
Carnegie Investment Counsel 0.00% New 4,216 $207K
Venture Visionary Partners LLC 0.01% New 4,210 $206K
Vision Capital Management, Inc. 0.03% New 4,207 $206K
Peoples Financial Services Corp. 0.10% No change 4,174 $205K
Gateway Wealth Partners, LLC 0.01% New 4,163 $204K
Walsh & Associates, LLC 0.20% No change 4,157 $204K
Alliance Wealth Advisors, LLC 0.10% New 4,154 $204K
Vermillion & White Wealth Management Group, LLC 0.12% Add +0.0% 4,141 $203K
AMG National Trust Bank 0.00% New 4,130 $202K
Simplicity Wealth,LLC 0.01% New 4,115 $202K
Sterling Investment Counsel, LLC 0.06% New 4,085 $200K
Hengehold Capital Management LLC 0.02% New 4,080 $200K
Virtus Investment Advisers, LLC 0.05% Add +6.9% 3,991 $196K
Atlantic Union Bankshares Corp 0.00% Reduce -12.6% 3,969 $195K
Rossby Financial, LCC 0.04% Add +8.9% 3,960 $194K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.47% Reduce -19.7% 3,874 $190K
Parkside Financial Bank & Trust 0.01% Reduce -26.4% 3,844 $188K
E Fund Management (Hong Kong) Co., Ltd. 0.08% Add +99.8% 3,805 $187K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +0.7% 3,802 $186K
Rosenberg Matthew Hamilton 0.04% Reduce -4.0% 3,764 $185K
Boyd Watterson Asset Management LLC 0.06% Reduce -27.2% 3,688 $181K
Deseret Mutual Benefit Administrators 0.06% Add +79.9% 3,678 $180K
True Link Financial Advisors, LLC 0.01% New 3,620 $177K
Glen Eagle Advisors, LLC 0.02% Reduce -1.5% 3,577 $175K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.13% Add +73.1% 3,553 $174K
Bare Financial Services, Inc 0.05% Add +0.4% 3,507 $172K
Mowery & Schoenfeld Wealth Management, LLC 0.26% Reduce -3.3% 3,454 $169K
Curat Global, LLC 0.17% Add +53.1% 3,430 $168K
Montag A & Associates Inc. 0.01% No change 3,424 $168K
Grove Bank & Trust 0.02% Reduce -2.0% 3,413 $167K
N.E.W. Advisory Services LLC 0.01% Add +75.0% 3,398 $167K
Tompkins Financial Corp. 0.01% Reduce -4.1% 3,348 $164K
Central Pacific Bank - Trust Division 0.02% No change 3,274 $160K
Richardson Financial Services Inc. 0.10% Add +3.2% 3,260 $160K
Whittier Trust Co. 0.00% Reduce -6.6% 3,141 $154K
HFM Investment Advisors, LLC 0.06% No change 3,124 $153K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -11.3% 3,083 $151K
Covestor Ltd 0.10% Reduce -7.4% 2,896 $142K
Gen-Wealth Partners Inc 0.04% Add +8.6% 2,858 $140K
Community Bank, N.A. 0.02% Reduce -26.0% 2,850 $140K
CYBER HORNET ETFs LLC 0.09% Reduce -2.2% 2,780 $136K
Cromwell Holdings LLC 0.08% Reduce -0.3% 2,761 $135K
Glass Jacobson Investment Advisors llc 0.05% Add +0.7% 2,714 $133K
Vestor Capital, LLC 0.01% Reduce -83.7% 2,673 $131K
Dunhill Financial, LLC 0.03% Add +0.2% 2,669 $131K
Wall Street Financial Group, Inc. 0.08% New 2,641 $129K
Old Second National Bank of Aurora 0.03% No change 2,635 $129K
Zions Bancorporation, National Association 0.01% Add +10.6% 2,464 $121K
First United Bank & Trust 0.04% No change 2,372 $116K
CoreCap Advisors, LLC 0.00% Add +35.1% 2,337 $115K
Root Financial Partners, LLC 0.01% Add +36.8% 2,333 $114K
Farmers & Merchants Investments Inc. 0.00% Reduce -18.2% 2,275 $112K
HM Payson & Co. 0.00% No change 2,183 $107K
Hilltop National Bank 0.03% No change 2,172 $106K
Centaurus Financial, Inc. 0.00% New 2,127 $104K
Sound Income Strategies, LLC 0.01% Reduce -10.9% 2,118 $104K
CVA Family Office, LLC 0.01% Add +31.9% 2,100 $103K
Westfuller Advisors, LLC 0.04% Add +12.5% 2,091 $103K
Delta Asset Management LLC 0.01% Reduce -4.3% 2,069 $101K
JNBA Financial Advisors 0.01% Reduce -1.9% 2,046 $100K
Independence Bank of Kentucky 0.01% Reduce -2.4% 2,031 $100K
Keating Financial Advisory Services, Inc. 0.02% Reduce -3.6% 2,005 $98K
Adirondack Trust Co. 0.03% Add +2.3% 1,953 $96K
First PREMIER Bank 0.02% No change 1,883 $92K
Bayforest Capital Ltd 0.10% Reduce -53.2% 1,822 $89K
Innovative Asset Advisors Group, LLC 0.05% — 1,788 $88K
Y.D. More Investments Ltd 0.00% Reduce -2.0% 1,778 $87K
Atlas Capital Advisors Inc. 0.01% No change 1,772 $87K
Longview Financial Advisors, Inc. 0.05% New 1,770 $87K
Pin Oak Investment Advisors Inc. 0.06% No change 1,692 $83K
Cary Street Partners Investment Advisory LLC 0.02% Add +10.0% 1,691 $83K
Catalyst Capital Advisors LLC 0.00% Reduce -28.6% 1,683 $83K
Reyes Financial Architecture, Inc. 0.07% Reduce -29.8% 1,650 $81K
Global Assets Advisory, LLC 0.02% New 1,650 $81K
Citizens National Bank Trust Department 0.01% No change 1,650 $81K
Salomon & Ludwin, LLC 0.01% Add +35.5% 1,636 $81K
St Germain D J Co. Inc. 0.00% No change 1,622 $80K
Prestige Wealth Management Group LLC 0.02% No change 1,602 $79K
Clearstead Trust, LLC 0.01% No change 1,591 $78K
Wealth Enhancement Trust Services, Inc. 0.01% Add +4.6% 1,574 $77K
Ascentis Independent Advisors 0.01% New 1,560 $76K
Beacon Investment Advisory Services, Inc. 0.00% New 1,545 $76K
SBI Securities Co., Ltd. 0.00% Add +35.1% 1,539 $75K
Timothy G. Youngquist 2020 Irrevocable Trust 0.04% New 1,499 $73K
Indiana Trust & Investment Management Co 0.02% No change 1,499 $73K
GW&K Investment Management, LLC 0.00% Reduce -1.8% 1,494 $73K
Cornerstone Planning Group LLC 0.01% Add +5.8% 1,580 $73K
Steigerwald, Gordon & Koch Inc. 0.01% Add +23.4% 1,450 $71K
Chapman Financial Group, LLC 0.05% No change 1,433 $70K
Fortis Group Advisors, LLC 0.01% No change 1,359 $67K
Bogart Wealth, LLC 0.00% Add +4.9% 1,354 $66K
Pittenger & Anderson Inc. 0.00% No change 1,337 $66K
Fairway Wealth LLC 0.02% Add +3235.0% 1,334 $65K
Sfam, LLC 0.06% No change 1,298 $64K
Addison Advisors LLC 0.01% Reduce -3.0% 1,293 $63K
Armstrong Advisory Group, Inc. 0.00% No change 1,275 $63K
Whittier Trust Co. of Nevada Inc. 0.00% Add +69.5% 1,268 $62K
Vanguard National Trust Co 0.00% — 1,249 $61K
Manchester Capital Management LLC 0.01% Reduce -1.8% 1,231 $60K
Redwood Park Advisors LLC 0.04% Add +0.8% 1,210 $59K
Leo H. Evart, Inc. 0.05% — 1,191 $58K
Pension & Wealth Management Advisors, Inc. 0.02% No change 1,176 $58K
Creative Financial Designs Inc. 0.00% No change 1,121 $55K
Towne Trust Company, N.A 0.02% No change 1,100 $54K
Capital Advisors, Ltd. LLC 0.01% Add +0.1% 1,086 $53K
City State Bank 0.01% No change 1,081 $53K
Cullen/Frost Bankers, Inc. 0.00% Reduce -27.8% 1,078 $53K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -0.6% 1,075 $53K
Destiny Wealth Partners, LLC 0.01% New 1,066 $52K
Capital Analysts, LLC 0.00% Reduce -6.9% 1,062 $52K
Asset Dedication, LLC 0.00% Reduce -14.6% 1,038 $51K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $49K
Ogorek Anthony Joseph /NY/ 0.01% No change 981 $48K
Investment Research & Advisory Group, Inc. 0.02% No change 900 $48K
Private Wealth Management Group, LLC 0.01% Reduce -13.4% 969 $48K
McIlrath & Eck, LLC 0.00% Add +0.6% 967 $47K
Ascentis Wealth Management, LLC 0.01% New 930 $46K
Albion Financial Group 0.00% Add +2.6% 923 $45K
MJT & Associates Financial Advisory Group, Inc. 0.03% Add +1.0% 915 $45K
Basecamp Wealth Advisors LLC 0.01% Reduce -32.7% 914 $45K
MV Capital Management, Inc. 0.00% Add +0.3% 896 $44K
Crews Bank & Trust 0.01% No change 893 $44K
Tiaa Trust, National Association 0.00% Reduce -94.4% 884 $43K
CoreFirst Bank & Trust 0.02% No change 872 $43K
Nvwm, LLC 0.01% No change 867 $43K
Bayban 0.04% No change 863 $42K
Colonial Trust Co / SC 0.01% Reduce -11.1% 844 $41K
Elequin Capital, LP 0.01% Add +1851.2% 839 $41K
SJS Investment Consulting Inc. 0.00% Add +2.1% 818 $40K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 817 $40K
Leonteq Securities AG 0.00% Add +34.6% 813 $40K
Birchwood Financial Partners, Inc. 0.04% No change 807 $40K
Brown, Lisle/Cummings, Inc. 0.01% No change 800 $39K
Fortitude Family Office, LLC 0.01% Add +64.3% 756 $37K
City Holding Co. 0.00% No change 755 $37K
Evolution Advisers, Inc. 0.02% No change 760 $37K
Millstone Evans Group, LLC 0.02% No change 750 $37K
EFG International AG 0.00% No change 750 $37K
Hilton Head Capital Partners, LLC 0.02% No change 748 $37K
Motco 0.00% No change 726 $36K
Hager Investment Management Services, LLC 0.02% Add +10.7% 725 $36K
SHP Wealth Management 0.00% Add +20.8% 709 $35K
Kilter Group LLC 0.01% Add +146.6% 698 $34K
Hazlett, Burt & Watson, Inc. 0.01% No change 694 $34K
Advocate Investing Services LLC 0.03% No change 688 $34K
Alerus Financial NA 0.00% No change 685 $34K
Heritage Wealth Advisors 0.00% Add +87.9% 667 $33K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 656 $32K
Center for Financial Planning, Inc. 0.00% Reduce -18.0% 653 $32K
PlanVest Financial, Inc 0.02% — 631 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -18.9% 631 $31K
Missouri Trust & Investment Co 0.01% No change 630 $31K
Twin Peaks Wealth Advisors, LLC 0.01% New 627 $31K
Silvant Capital Management LLC 0.00% No change 622 $30K
LRI Investments, LLC 0.00% Add +226.9% 608 $30K
Beacon Financial Strategies CORP 0.02% No change 602 $30K
Sachetta, LLC 0.02% Reduce -3.2% 601 $29K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +10.3% 590 $29K
Physician Wealth Advisors, Inc. 0.00% Add +11.2% 568 $28K
Financial Perspectives, Inc 0.01% Add +0.9% 559 $27K
Axiom Investment Management LLC 0.02% — 547 $27K
Bruce G. Allen Investments, LLC 0.02% Add +2.3% 544 $27K
Anchor Investment Management, LLC 0.00% Add +0.7% 542 $27K
Bfsg, LLC 0.00% No change 541 $27K
Bell Investment Advisors, Inc 0.00% Add +113.4% 540 $26K
Owl Creek Wealth Partners LLC 0.01% — 512 $25K
Evolution Wealth Management Inc. 0.02% No change 500 $25K
Byrne Asset Management LLC 0.01% No change 500 $25K
First Financial Corp. 0.01% No change 500 $25K
Medallion Wealth Advisors, LLC 0.01% No change 496 $24K
Barrett & Company, Inc. 0.01% No change 492 $24K
SOA Wealth Advisors, LLC. 0.00% Add +0.6% 489 $24K
ESL Trust Services, LLC 0.00% No change 474 $23K
Entrust Financial LLC 0.02% No change 473 $23K
2UniFi Bank 0.01% No change 468 $23K
Horizon Financial Services, LLC 0.01% Add +88.0% 468 $23K
Blueline Advisors LLC 0.02% Add +1.8% 463 $23K
Sunbelt Securities, Inc. 0.00% Add +124.3% 453 $22K
Smithfield Trust Co 0.00% No change 478 $22K
True Wealth Design, LLC 0.01% Add +5.7% 445 $22K
Ballast Advisors LLC 0.01% New 442 $22K
Princeton Global Asset Management LLC 0.00% No change 438 $21K
WPG Advisers, LLC 0.02% Add +35.5% 424 $21K
Ancora Advisors LLC 0.00% Add +21.9% 418 $20K
Webster Bank, N. A. 0.00% No change 416 $20K
Kemnay Advisory Services Inc. 0.00% Add +2.5% 412 $20K
BankPlus Trust Department 0.01% No change 410 $20K
JPL Wealth Management, LLC 0.00% New 406 $20K
Robinswood Financial LLC 0.01% Add +0.5% 403 $20K
Basepoint Wealth LLC 0.01% Reduce -0.7% 402 $20K
Gables Capital Management Inc. 0.01% No change 400 $20K
Southern Michigan Bank & Trust 0.01% — 400 $20K
Holos Integrated Wealth LLC 0.01% No change 396 $19K
Godfrey Financial Associates, Inc. 0.02% No change 391 $19K
Triumph Capital Management 0.00% Add +45.9% 359 $18K
Richardson Capital Management LLC 0.01% No change 350 $17K
Fairman Group, LLC 0.01% No change 342 $17K
SRH Advisors, LLC 0.00% No change 340 $17K
Prosperity Bancshares Inc 0.01% Add +26.5% 339 $17K
Crewe Advisors LLC 0.00% Add +152.2% 338 $17K
Raffa Wealth Management, LLC 0.00% Add +2.2% 330 $16K
Swiss Re Ltd. 0.10% No change 329 $16K
Highline Wealth Partners LLC 0.00% Add +5.2% 326 $16K
Lodestone Wealth Management LLC 0.01% No change 325 $16K
Vermillion Wealth Management, Inc. 0.01% Add +30.3% 318 $16K
Manning & Napier Advisors LLC 0.00% New 308 $15K
Valley National Advisers Inc. 0.00% Add +3.0% 313 $15K
CNB Bank 0.01% No change 300 $15K
Torren Management, LLC 0.01% Reduce -85.8% 295 $14K
Bravera Wealth 0.01% Add +321.4% 295 $14K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -8.9% 306 $14K
Mark Sheptoff Financial Planning, LLC 0.01% No change 300 $14K
Dynamic Wealth Strategies, LLC 0.01% No change 279 $14K
Scarborough Advisors, LLC 0.00% No change 278 $14K
NFSG Corp 0.00% Reduce -46.9% 276 $14K
Caldwell Sutter Capital, Inc. 0.01% No change 271 $13K
Signature Equity Partners, LLC 0.01% Add +5.1% 269 $13K
Avion Wealth 0.00% Add +42.4% 272 $13K
Ares Financial Consulting, LLC 0.01% No change 262 $13K
Transamerica Financial Advisors, LLC 0.00% Reduce -11.2% 253 $12K
Wilkerson Advisory Group LLC 0.00% Add +171.0% 252 $12K
Park Place Capital Corp 0.00% Reduce -2.3% 251 $12K
Cedar Mountain Advisors, LLC 0.00% Add +4.6% 249 $12K
Truvestments Capital LLC 0.00% No change 246 $12K
Resources Management Corp. /CT/ 0.00% No change 240 $12K
Joseph Group Capital Management 0.00% New 241 $12K
American National Bank & Trust 0.00% No change 240 $12K
TD Capital Management LLC 0.00% Add +0.8% 238 $12K
Riverview Trust Co 0.01% No change 223 $11K
Mascoma Wealth Management LLC 0.00% Add +17.6% 221 $11K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -46.6% 218 $11K
Birchbrook, Inc. 0.01% No change 210 $10K
Valued Wealth Advisors LLC 0.00% Add +141.4% 210 $10K
Arlington Trust Co LLC 0.00% Add +161.3% 209 $10K
Ulland Investment Advisors, LLC 0.01% No change 200 $10K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.5% 203 $10K
Piscataqua Savings Bank 0.01% No change 200 $10K
Strengthening Families & Communities, LLC 0.00% Add +1.1% 192 $9K
Nalls Sherbakoff Group, LLC 0.01% No change 191 $9K
Phillip James Consulting Co. 0.01% No change 200 $9K
Financial Connections Group, Inc. 0.00% No change 188 $9K
High Note Wealth, LLC 0.00% Add +9.8% 179 $9K
Essential Partners LLC 0.00% Add +165.7% 178 $9K
JDM Financial Group LLC 0.00% No change 176 $9K
Dogwood Wealth Management LLC 0.00% Add +31.8% 174 $9K
MidFirst Bank 0.00% No change 174 $9K
GHP Investment Advisors, Inc. 0.00% Add +96.5% 171 $8K
Stone House Investment Management, LLC 0.00% No change 171 $8K
Rakuten Securities, Inc. 0.00% Reduce -81.4% 163 $8K
Westside Investment Management, Inc. 0.00% Reduce -3.6% 160 $8K
Country Trust Bank 0.00% Reduce -17.6% 154 $8K
Cornerstone Financial Management LLC 0.01% Add +7.8% 153 $8K
USA Financial Formulas 0.00% Reduce -99.2% 153 $8K
Boreal Capital Management LLC 0.01% No change 150 $7K
Carolina Wealth Advisors, LLC 0.00% No change 150 $7K
Tower View Wealth Management LLC 0.00% Add +1.4% 142 $7K
Aventura Private Wealth, LLC 0.00% No change 135 $7K
KERR FINANCIAL PLANNING Corp 0.00% Add +16067.6% 21,988 $6K
SouthState Bank Corp 0.00% Reduce -26.0% 131 $6K
Abound Wealth Management 0.00% No change 128 $6K
American Capital Advisory, LLC 0.00% Reduce -2.3% 126 $6K
Legacy Wealth Managment, LLC 0.00% New 120 $6K
Investors Portfolio Services LLC 0.01% Reduce -13.1% 113 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +40.0% 112 $5K
North Ridge Wealth Advisors, Inc. 0.00% New 111 $5K
Elevation Wealth Partners, LLC 0.00% Add +4.8% 110 $5K
Whipplewood Advisors, LLC 0.00% New 108 $5K
Thompson Investment Management, Inc. 0.00% No change 108 $5K
J.Safra Asset Management Corp 0.00% No change 105 $5K
Rialto Wealth Management, LLC 0.00% Add +56.9% 102 $5K
Rachor Investment Advisory Services, LLC 0.00% New 101 $5K
Curio Wealth, LLC 0.00% Add +7.5% 100 $5K
IMA Advisory Services, Inc. 0.00% Add +11.8% 95 $5K
Hughes Financial Services, LLC 0.00% Reduce -7.2% 90 $4K
Bangor Savings Bank 0.00% Reduce -10.0% 90 $4K
Prudent Man Investment Management, Inc. 0.00% No change 100 $4K
Paladin Advisory Group, LLC 0.00% No change 87 $4K
Retirement Wealth Solutions LLC 0.00% Add +23.2% 85 $4K
Colonial Trust Advisors 0.00% Add +107.5% 83 $4K
Coston, McIsaac & Partners 0.00% No change 93 $4K
Penserra Capital Management LLC 0.00% Add +3.6% 87 $4K
United Financial Planning Group LLC 0.00% New 80 $4K
DT Investment Partners, LLC 0.00% Reduce -76.6% 79 $4K
Principia Wealth Advisory, LLC 0.00% Add +97.4% 75 $4K
Sunrise Financial Services, LLC 0.00% No change 69 $3K
Centennial Bank 0.00% No change 67 $3K
IMG Wealth Management, Inc. 0.00% Reduce -73.3% 61 $3K
Aspect Partners, LLC 0.00% No change 59 $3K
Financial Management Professionals, Inc. 0.00% No change 53 $3K
Clark Wealth Partners 0.00% Reduce -41.2% 50 $2K
Benson Wealth Management INC 0.00% No change 49 $2K
IAG Wealth Partners, LLC 0.00% No change 49 $2K
Atwood & Palmer Inc. 0.00% No change 46 $2K
Community Financial Services Group, LLC 0.00% New 46 $2K
Activest Wealth Management 0.00% New 45 $2K
WestEnd Advisors, LLC 0.00% No change 44 $2K
Key Capital Management, INC 0.00% New 43 $2K
Washington Trust Advisors, Inc. 0.00% Reduce -88.2% 43 $2K
Intentional Wealth Strategies, LLC 0.00% — 42 $2K
Burk Holdings LLC 0.00% New 41 $2K
Main Street Group, LTD 0.00% New 39 $2K
United Community Bank 0.00% Reduce -90.7% 38 $2K
POM Investment Strategies, LLC 0.00% New 37 $2K
Signature Resources Capital Management, LLC 0.00% No change 35 $2K
Networth Advisors, LLC 0.00% No change 32 $2K
Anfield Capital Management, LLC 0.00% No change 29 $1K
TFC Financial Management, Inc. 0.00% No change 28 $1K
Hickory Point Bank & Trust 0.00% New 27 $1K
1015 Capital Partners, LLC 0.00% Add +30.0% 26 $1K
Sankala Group LLC 0.00% No change 25 $1K
TopTier Wealth Management, LLC 0.00% New 22 $1K
New England Capital Financial Advisors LLC 0.00% No change 20 $998
Quaker Wealth Management, LLC 0.00% Add +17.6% 20 $981
Portus Wealth Advisors, LLC 0.00% New 20 $980
Davis Capital Management 0.00% Add +81.8% 20 $980
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -51.4% 18 $896
Nova Wealth Management, Inc. 0.00% Add +70.0% 17 $833
Synergy Investment Management, LLC 0.00% New 17 $833
Caitong International Asset Management Co., Ltd 0.00% Reduce -83.0% 17 $833
Ameriflex Group, Inc. 0.00% No change 12 $588
Meramec Financial Planners, LLC 0.00% No change 12 $557
Seneschal Advisors, LLC 0.00% Add +57.1% 11 $540
Evermay Wealth Management LLC 0.00% No change 11 $526
Nvest Wealth Strategies, Inc. 0.00% New 9 $442
Tidemark, LLC 0.00% New 9 $441
Oakworth Capital, Inc. 0.00% No change 9 $441
DecisionPoint Financial, LLC 0.00% No change 8 $393
PFS Partners, LLC 0.00% No change 6 $300
Godsey & Gibb, Inc. 0.00% No change 5 $246
3 Factor Indexing, LLC 0.00% — 4 $197
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $197
Toth Financial Advisory Corp. 0.00% No change 2 $99
Napier Financial, LLC 0.00% New 2 $98
Meeder Asset Management Inc. 0.00% Reduce -99.8% 1 $49
Evelyn Partners Asset Management Ltd 0.00% New 1 $49

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