Expand EnergyEXE
13F holders, Q4 2025 (December 31)870holders +106
140new positions
71sold out
11famous investors
$110.36avg. 13F price*
At the end of Q4 2025, 870 institutions reported holding Expand Energy Corp. (EXE) in their 13F filings, up 106 from Q3 2025. 140 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($3.1B), Capital Research Global Investors ($2.3B) and BlackRock, Inc. ($2.0B). 11 famous investors held it, including Howard Marks (12.3% of Oaktree Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Expand Energy Corp.
- Sector
- Energy
- CUSIP
- 165167735
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $633.4M |
| Exits | 71 | $119.3M |
All 13F filers, Q3 2025 → Q4 2025: 23,935,981 shares bought and 25,048,231 shares sold, net −1,112,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 870 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.0% | 27,901,508 | $3.1B |
| Capital Research Global Investors | 0.43% | Add +33.2% | 21,251,283 | $2.3B |
| BlackRock, Inc. | 0.03% | Reduce -10.8% | 18,175,838 | $2.0B |
| State Street Corp. | 0.05% | Reduce -0.2% | 13,152,325 | $1.5B |
| T. Rowe Price Associates Inc. | 0.12% | Reduce -11.1% | 9,670,165 | $1.1B |
| Geode Capital Management, LLC | 0.04% | Reduce -3.1% | 6,421,429 | $706.0M |
| Oaktree Capital Management | 12.35% | No change | 5,062,363 | $558.7M |
| Invesco Ltd. | 0.04% | Reduce -6.0% | 4,096,992 | $452.1M |
| Massachusetts Financial Services Co. | 0.14% | Reduce -5.2% | 3,850,542 | $424.9M |
| Victory Capital Management Inc. | 0.21% | Add +192.0% | 3,286,361 | $362.7M |
| Morgan Stanley | 0.02% | Add +4.5% | 3,183,177 | $351.3M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Reduce -36.1% | 2,844,653 | $313.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -2.4% | 2,713,203 | $299.4M |
| Disciplined Growth Investors Inc. | 5.39% | Add +2.3% | 2,549,879 | $281.4M |
| Wellington Management Group LLP | 0.05% | Reduce -30.9% | 2,509,261 | $276.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -12.1% | 2,310,483 | $255.0M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.9% | 2,300,365 | $253.9M |
| FMR LLC | 0.01% | Reduce -32.8% | 2,151,223 | $237.4M |
| CIBC Private Wealth Group LLC | 0.39% | Add +64.2% | 2,063,440 | $227.7M |
| Glendon Capital Management LP | 13.20% | Reduce -5.8% | 2,008,514 | $221.5M |
| Northern Trust Corp. | 0.03% | Reduce -0.3% | 1,957,428 | $216.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -11.3% | 1,844,899 | $203.6M |
| 59 North Capital Management, LP | 6.33% | Add +37.4% | 1,841,634 | $203.2M |
| Bank of America Corp. | 0.01% | Reduce -6.9% | 1,747,595 | $192.9M |
| Altshuler Shaham Ltd | 2.90% | Add +7.9% | 1,716,853 | $189.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.7% | 1,688,794 | $186.4M |
| Voya Investment Management LLC | 0.21% | Reduce -3.7% | 1,654,399 | $182.4M |
| Assenagon Asset Management S.A. | 0.27% | Add +88.2% | 1,642,779 | $181.3M |
| Slate Path Capital LP | 2.33% | Reduce -3.0% | 1,567,514 | $173.0M |
| Ameriprise Financial Inc. | 0.04% | Add +6.1% | 1,551,295 | $172.8M |
| Deutsche Bank AG | 0.06% | Add +15.2% | 1,552,459 | $171.3M |
| Thrivent Financial for Lutherans | 0.30% | Reduce -0.2% | 1,524,096 | $168.2M |
| Citadel Advisors | 0.11% | Add +44.6% | 1,456,674 | $160.8M |
| Lord, Abbett & Co. LLC | 0.51% | Reduce -9.0% | 1,444,751 | $159.4M |
| Phoenix Financial Ltd. | 1.62% | Reduce -15.1% | 1,356,470 | $149.7M |
| Merewether Investment Management, LP | 3.37% | Reduce -12.4% | 1,329,075 | $146.7M |
| Dragoneer Investment Group, LLC | 3.18% | New | 1,319,618 | $145.6M |
| TD Asset Management Inc | 0.12% | Add +263.1% | 1,294,999 | $142.9M |
| Two Sigma Investments, LP | 0.19% | Reduce -28.6% | 1,091,314 | $120.4M |
| Legal & General Group Plc | 0.03% | Reduce -4.8% | 1,046,922 | $115.5M |
| Prudential Financial Inc. | 0.13% | Reduce -1.5% | 1,002,616 | $110.6M |
| Principal Financial Group Inc. | 0.06% | Add +83.7% | 993,162 | $109.6M |
| UBS Group AG | 0.02% | Reduce -17.0% | 992,859 | $109.6M |
| Amundi | 0.03% | Add +6.1% | 914,412 | $100.9M |
| Qube Research & Technologies Ltd | 0.14% | Add +31.4% | 911,173 | $100.6M |
| Jennison Associates LLC | 0.06% | Add +82.1% | 892,935 | $98.5M |
| Rokos Capital Management LLP | 1.41% | New | 862,568 | $95.2M |
| Millennium Management | 0.07% | Add +22.5% | 841,337 | $92.8M |
| Holocene Advisors, LP | 0.19% | Reduce -3.8% | 834,240 | $92.1M |
| American Century Companies Inc. | 0.05% | Add +27.9% | 818,678 | $90.3M |
| AQR Capital Management | 0.05% | Reduce -17.4% | 802,282 | $88.5M |
| Ninepoint Partners LP | 10.48% | Reduce -11.1% | 800,000 | $88.3M |
| Stephens Investment Management Group LLC | 1.10% | Add +0.6% | 761,911 | $84.1M |
| Sagefield Capital LP | 6.85% | Add +0.3% | 733,110 | $80.9M |
| Kopernik Global Investors, LLC | 6.01% | Reduce -7.7% | 681,579 | $75.2M |
| Neuberger Berman Group LLC | 0.06% | Reduce -13.8% | 675,742 | $74.6M |
| Raymond James Financial Inc. | 0.02% | Add +78.7% | 665,791 | $73.5M |
| Swiss National Bank | 0.04% | Add +0.1% | 652,556 | $72.0M |
| Nomura Asset Management International Inc. | 0.11% | — | 632,224 | $69.8M |
| Alyeska Investment Group, L.P. | 0.19% | Reduce -42.9% | 620,807 | $68.5M |
| Zurich Insurance Group Ltd | 0.47% | Add +91.1% | 609,299 | $67.2M |
| Vaughan Nelson Investment Management, L.P. | 0.65% | Reduce -21.3% | 605,590 | $66.8M |
| Nuveen, LLC | 0.02% | Add +0.2% | 601,518 | $66.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.6% | 600,109 | $66.2M |
| Wells Fargo & Company | 0.01% | Add +21.9% | 593,742 | $65.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +5.9% | 560,722 | $61.6M |
| Gotham Asset Management | 0.22% | Add +32.7% | 536,775 | $59.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.16% | New | 514,911 | $57.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -16.4% | 515,428 | $56.9M |
| LSP Investment Advisors, LLC | 29.91% | Add +59.6% | 509,717 | $56.3M |
| Mackenzie Financial Corp. | 0.07% | Add +5.1% | 494,837 | $55.3M |
| Balyasny Asset Management L.P. | 0.11% | Add +1104.0% | 495,103 | $54.6M |
| Janus Henderson Group PLC | 0.02% | Add +4.3% | 492,758 | $54.4M |
| Barclays PLC | 0.02% | Reduce -47.0% | 485,805 | $53.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.44% | New | 460,000 | $50.8M |
| Clearbridge Investments, LLC | 0.04% | Add +0.2% | 444,221 | $49.0M |
| Retirement Systems of Alabama | 0.15% | Reduce -2.8% | 424,367 | $46.8M |
| California Public Employees Retirement System | 0.03% | Add +1.5% | 416,920 | $46.0M |
| Rhumbline Advisers | 0.04% | Add +0.6% | 416,637 | $46.0M |
| Gemsstock Ltd. | 5.57% | Add +75.0% | 400,500 | $44.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -11.9% | 383,794 | $42.4M |
| Deprince Race & Zollo Inc. | 0.79% | Reduce -0.0% | 374,603 | $41.3M |
| Thompson Siegel & Walmsley LLC | 0.69% | Add +46.6% | 372,892 | $41.2M |
| Schwartz Investment Counsel Inc. | 1.43% | No change | 370,420 | $40.9M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -45.3% | 370,000 | $40.8M |
| First Trust Advisors LP | 0.03% | Add +11.2% | 369,576 | $40.8M |
| Natixis Advisors, LLC | 0.06% | Add +1.7% | 366,330 | $40.4M |
| Susquehanna International Group, LLP | 0.06% | Add +97.2% | 365,525 | $40.3M |
| PointState Capital LP | 0.68% | Add +35.6% | 361,377 | $39.9M |
| HSBC Holdings PLC | 0.02% | Reduce -3.5% | 358,265 | $39.5M |
| Two Creeks Capital Management, LP | 3.12% | Reduce -7.9% | 344,837 | $38.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -12.4% | 339,997 | $37.5M |
| National Pension Service | 0.03% | Add +13.3% | 335,950 | $37.1M |
| Primecap Management Co. | 0.03% | Reduce -1.2% | 330,947 | $36.5M |
| Sourcerock Group LLC | 2.06% | New | 325,425 | $35.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.7% | 323,707 | $35.7M |
| Royal Bank of Canada | 0.01% | Reduce -54.6% | 319,160 | $35.2M |
| Great Lakes Advisors, LLC | 0.28% | Reduce -2.5% | 310,732 | $34.3M |
| Susquehanna Portfolio Strategies, LLC | 0.51% | New | 299,020 | $33.0M |
| Steadfast Capital Management LP | 0.57% | Add +952.5% | 294,700 | $32.5M |
| Citigroup Inc. | 0.02% | Reduce -16.9% | 283,693 | $31.3M |
| California State Teachers Retirement System | 0.03% | Add +4.3% | 283,455 | $31.3M |
| Tortoise Capital Advisors, L.L.C. | 0.38% | Reduce -0.9% | 271,020 | $29.9M |
| Korea Investment CORP | 0.06% | Reduce -20.5% | 259,351 | $28.6M |
| State of Wisconsin Investment Board | 0.06% | Add +12.9% | 257,311 | $28.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +1.3% | 248,458 | $27.6M |
| King Luther Capital Management Corp. | 0.11% | Add +16.6% | 239,607 | $26.4M |
| Waratah Capital Advisors Ltd. | 1.99% | Add +64.1% | 237,000 | $26.2M |
| Lighthouse Investment Partners, LLC | 0.87% | Reduce -11.2% | 235,788 | $26.0M |
| Van Eck Associates Corp. | 0.02% | Reduce -36.9% | 228,994 | $25.3M |
| Clough Capital Partners L P | 2.23% | Reduce -20.0% | 224,715 | $24.8M |
| Bank of Montreal | 0.01% | Add +6.8% | 222,295 | $24.5M |
| Pennant Investors, LP | 5.81% | No change | 216,200 | $23.9M |
| Levin Capital Strategies, L.P. | 2.06% | Reduce -0.8% | 215,426 | $23.8M |
| Van Lanschot Kempen Investment Management N.V. | 0.19% | Reduce -10.4% | 202,302 | $22.3M |
| GMO | 0.06% | Add +207.6% | 199,000 | $22.0M |
| Cookson Peirce & Co. Inc. | 0.90% | New | 197,822 | $21.8M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 197,814 | $21.8M |
| Man Group plc | 0.04% | Reduce -75.7% | 195,162 | $21.5M |
| Schonfeld Strategic Advisors LLC | 0.11% | Add +1893.0% | 194,379 | $21.5M |
| Cibc World Market Inc. | 0.04% | Add +143.0% | 189,876 | $21.0M |
| Macquarie Group Ltd. | 0.09% | Reduce -81.2% | 187,702 | $20.7M |
| Two Sigma Advisers, LP | 0.04% | Reduce -80.7% | 186,715 | $20.6M |
| Aviva PLC | 0.03% | Add +2.9% | 184,038 | $20.3M |
| Ceredex Value Advisors LLC | 0.61% | Reduce -72.4% | 183,493 | $20.3M |
| Cinctive Capital Management LP | 1.17% | Reduce -23.8% | 183,073 | $20.2M |
| Jane Street Group, LLC | 0.02% | Add +771.8% | 181,870 | $20.1M |
| STRS Ohio | 0.07% | Add +0.1% | 180,247 | $19.9M |
| Hancock Prospecting Pty Ltd | 0.58% | No change | 171,804 | $19.0M |
| Teachers Retirement System of the State of Kentucky | 0.14% | Reduce -30.1% | 170,701 | $18.8M |
| NYL Investors LLC | 6.40% | Add +900.1% | 170,590 | $18.8M |
| CSM Advisors, LLC | 0.51% | Reduce -10.4% | 169,568 | $18.7M |
| SG Americas Securities, LLC | 0.02% | Add +363.7% | 168,632 | $18.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Reduce -17.4% | 165,562 | $18.3M |
| Goehring & Rozencwajg Associates, LLC | 1.81% | Add +49.3% | 165,368 | $18.3M |
| Point72 Asset Management | 0.03% | New | 165,149 | $18.2M |
| Aberdeen Group plc | 0.03% | Reduce -0.5% | 153,748 | $17.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | No change | 151,600 | $16.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -1.9% | 150,321 | $16.6M |
| BW Gestao de Investimentos Ltda. | 0.57% | Reduce -30.9% | 146,700 | $16.2M |
| New York State Teachers Retirement System | 0.03% | Reduce 0.0% | 145,435 | $16.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 145,411 | $16.0M |
| Sei Investments Co. | 0.01% | Add +27.2% | 134,821 | $14.9M |
| Bokf, NA | 0.22% | Add +17.5% | 132,758 | $14.7M |
| Alden Global Capital LLC | 7.53% | Reduce -5.1% | 131,079 | $14.5M |
| Dockside LLC | 3.65% | — | 128,722 | $14.2M |
| D. E. Shaw & Co. | 0.01% | Add +1.1% | 128,392 | $14.2M |
| Holowesko Partners Ltd. | 4.89% | Add +23.9% | 127,400 | $14.1M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -0.6% | 120,763 | $13.3M |
| Cobalt Capital Management, Inc. | 5.86% | New | 120,000 | $13.2M |
| SIR Capital Management, L.P. | 1.46% | New | 119,600 | $13.2M |
| Focus Partners Wealth | 0.01% | Add +4.7% | 119,945 | $12.8M |
| Mudita Advisors LLP | 2.75% | No change | 115,100 | $12.7M |
| Hodges Capital Management Inc. | 1.09% | Add +2.9% | 115,082 | $12.7M |
| Janney Capital Management LLC | 0.80% | Reduce -1.7% | 114,939 | $12.7M |
| National Bank of Canada | 0.01% | Add +48.1% | 113,129 | $12.5M |
| Hamilton Capital Partners Inc. | 0.46% | Add +3.2% | 112,961 | $12.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +65.5% | 112,355 | $12.4M |
| Fearnley Asset Management As | 5.57% | — | 109,970 | $12.1M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -37.5% | 108,199 | $11.9M |
| Resona Asset Management Co.,Ltd. | 0.06% | Add +0.5% | 104,407 | $11.5M |
| ExodusPoint Capital Management, LP | 0.13% | Reduce -17.7% | 104,516 | $11.5M |
| Energy Income Partners, LLC | 0.20% | Add +86.3% | 101,384 | $11.2M |
| New York State Common Retirement Fund | 0.01% | No change | 100,184 | $11.1M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -1.4% | 97,714 | $10.9M |
| Freestone Grove Partners LP | 0.08% | Reduce -31.5% | 96,694 | $10.7M |
| Summit Financial, LLC | 0.16% | Add +39.1% | 96,246 | $10.6M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -3.6% | 95,280 | $10.5M |
| Royal London Asset Management Ltd. | 0.02% | Add +18.0% | 95,243 | $10.5M |
| Mutual of America Capital Management LLC | 0.11% | Add +4.8% | 93,305 | $10.3M |
| Nomura Holdings Inc. | 0.03% | Reduce -30.1% | 93,287 | $10.3M |
| Quantinno Capital Management LP | 0.02% | Add +100.5% | 91,513 | $10.1M |
| Toronto Dominion Bank | 0.02% | Add +7.2% | 90,474 | $10.0M |
| Riposte Capital LLC | 4.13% | Reduce -55.0% | 90,000 | $9.9M |
| Moore Capital Management, LP | 0.21% | New | 90,000 | $9.9M |
| LPL Financial LLC | 0.00% | Add +62.5% | 88,153 | $9.7M |
| Parallax Volatility Advisers, L.P. | 0.34% | Add +369.9% | 88,095 | $9.7M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.8% | 86,365 | $9.5M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -10.3% | 86,034 | $9.5M |
| CIBC Asset Management Inc | 0.02% | Add +66.9% | 85,124 | $9.4M |
| Alta Fundamental Advisers LLC | 4.33% | No change | 82,960 | $9.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +8.0% | 82,852 | $9.1M |
| Hartree Partners, LP | 3.34% | Reduce -23.3% | 82,779 | $9.1M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +4.8% | 81,395 | $9.0M |
| HRT Financial LP | 0.03% | New | 80,983 | $8.9M |
| Credit Agricole S A | 0.02% | Add +15.9% | 80,588 | $8.9M |
| KLP Kapitalforvaltning As | 0.03% | Add +40.3% | 80,032 | $8.8M |
| Canoe Financial LP | 0.12% | Reduce -62.5% | 82,004 | $8.8M |
| Socorro Asset Management LP | 3.48% | Reduce -7.1% | 78,131 | $8.6M |
| State of Tennessee, Department of Treasury | 0.03% | Add +14.1% | 76,553 | $8.6M |
| Covalis Capital LLP | 0.67% | New | 77,837 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +1.4% | 77,829 | $8.6M |
| Franklin Resources Inc. | 0.00% | Add +20.9% | 77,406 | $8.5M |
| Brigade Capital Management, LP | 8.47% | Reduce -1.4% | 77,260 | $8.5M |
| Sierra Summit Advisors LLC | 1.31% | Add +25.9% | 77,230 | $8.5M |
| Agf Management Ltd. | 0.04% | Reduce -6.4% | 77,048 | $8.5M |
| Easterly Investment Partners LLC | 0.52% | Reduce -18.8% | 76,953 | $8.5M |
| Jain Global LLC | 0.09% | New | 75,873 | $8.4M |
| LMR Partners LLP | 0.11% | Add +302.6% | 75,486 | $8.3M |
| Lonestar Capital Management LLC | 4.43% | Add +87.5% | 75,000 | $8.3M |
| Storebrand Asset Management As | 0.02% | Reduce -2.7% | 74,633 | $8.2M |
| Picton Mahoney Asset Management | 0.09% | Add +17.1% | 74,234 | $8.2M |
| Gabelli Funds LLC | 0.06% | Add +5.8% | 73,674 | $8.1M |
| Oak Harvest Investment Services | 0.87% | Add +2736.6% | 72,219 | $8.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.7% | 72,061 | $8.0M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -43.7% | 71,801 | $7.9M |
| Pennant Select, LLC | 4.07% | No change | 69,700 | $7.7M |
| RR Advisors, LLC | 2.38% | Add +7.9% | 69,068 | $7.6M |
| DNB Asset Management AS | 0.03% | Add +54.4% | 68,523 | $7.6M |
| Concorde Financial Corp | 5.77% | Reduce -1.6% | 68,634 | $7.4M |
| NEOS Investment Management LLC | 0.04% | Add +158.2% | 67,198 | $7.4M |
| Arizona State Retirement System | 0.04% | Reduce -2.5% | 64,884 | $7.2M |
| Hood River Capital Management LLC | 0.08% | Reduce -1.8% | 64,310 | $7.1M |
| ProShare Advisors LLC | 0.01% | Add +0.7% | 63,676 | $7.0M |
| Czech National Bank | 0.04% | Add +3.8% | 62,797 | $6.9M |
| State of Michigan Retirement System | 0.03% | Reduce -15.9% | 62,400 | $6.9M |
| IFM Investors Pty Ltd | 0.06% | Add +65.0% | 62,379 | $6.9M |
| Bank of Nova Scotia | 0.01% | Reduce -46.2% | 61,876 | $6.8M |
| Aristeia Capital, L.L.C. | 0.34% | Reduce -38.8% | 60,915 | $6.7M |
| Public Sector Pension Investment Board | 0.02% | Add +18.1% | 60,655 | $6.7M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | New | 60,173 | $6.6M |
| Patton Fund Management, Inc. | 0.89% | Add +2769.3% | 59,997 | $6.6M |
| Castleark Management LLC | 0.19% | Reduce -34.8% | 58,200 | $6.4M |
| GF Fund Management Co. LTD. | 0.11% | Reduce -2.5% | 57,305 | $6.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.2% | 56,915 | $6.3M |
| Tocqueville Asset Management L.P. | 0.09% | Reduce -1.1% | 56,796 | $6.3M |
| Scotia Capital Inc. | 0.03% | Add +123.4% | 56,547 | $6.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -3.1% | 55,400 | $6.1M |
| Eurizon Capital SGR S.p.A. | 0.02% | — | 54,424 | $6.0M |
| Kettle Hill Capital Management, LLC | 1.32% | New | 53,730 | $5.9M |
| Oceanic Investment Management LTD | 6.14% | — | 53,122 | $5.9M |
| Creative Planning | 0.00% | Add +17.0% | 51,554 | $5.7M |
| Walleye Capital LLC | 0.03% | Reduce -73.2% | 51,131 | $5.6M |
| Aventail Capital Group, LP | 0.32% | Add +11.5% | 50,699 | $5.6M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.05% | — | 50,390 | $5.6M |
| West Family Investments, Inc. | 1.30% | No change | 50,000 | $5.5M |
| Romano Brothers and Company | 0.62% | Add +90.9% | 49,540 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +105.8% | 49,285 | $5.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -17.0% | 48,906 | $5.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -60.0% | 48,362 | $5.3M |
| Tudor Investment Corporation | 0.03% | New | 47,798 | $5.3M |
| Hatch Cove Capital, LLC | 2.04% | — | 47,300 | $5.2M |
| Woodstock Corp. | 0.44% | Reduce -1.1% | 46,436 | $5.1M |
| Adams Natural Resources Fund, Inc. | 0.78% | No change | 46,400 | $5.1M |
| Verition Fund Management LLC | 0.03% | Reduce -57.4% | 46,075 | $5.1M |
| Weiss Asset Management LP | 0.09% | New | 45,802 | $5.1M |
| DC Investments Management, LLC | 2.23% | Add +4.3% | 45,663 | $5.0M |
| Comerica Bank | 0.02% | Reduce -0.3% | 45,172 | $5.0M |
| Mariner, LLC | 0.01% | Add +24.1% | 43,958 | $4.9M |
| Amalgamated Bank | 0.03% | Reduce -0.9% | 43,567 | $4.8M |
| Daiichi Life Insurance Co., Ltd. | 0.12% | Reduce -36.6% | 43,089 | $4.8M |
| Edgestream Partners, L.P. | 0.13% | New | 43,048 | $4.8M |
| Advisors Preferred, LLC | 0.77% | New | 43,241 | $4.7M |
| Nicholas Investment Partners, LP | 0.39% | No change | 42,243 | $4.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +29.7% | 42,153 | $4.7M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -22.2% | 42,013 | $4.6M |
| Cwm, LLC | 0.01% | Add +16.0% | 42,019 | $4.6M |
| XTX Topco Ltd | 0.12% | New | 41,887 | $4.6M |
| Trexquant Investment LP | 0.04% | New | 40,964 | $4.5M |
| Schroder Investment Management Group | 0.00% | Reduce -17.4% | 40,903 | $4.5M |
| Woodline Partners LP | 0.02% | Add +29.1% | 40,635 | $4.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +21.9% | 39,781 | $4.4M |
| GAM Holding AG | 0.28% | New | 39,656 | $4.4M |
| Tema ETFs LLC | 0.34% | Add +1128.7% | 39,429 | $4.4M |
| AlphaCore Capital LLC | 0.10% | Add +12.9% | 39,272 | $4.3M |
| apricus wealth, LLC | 2.19% | Add +2.6% | 38,880 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -70.0% | 37,908 | $4.2M |
| Delphi Financial Group, Inc. | 2.06% | No change | 36,720 | $4.1M |
| Utah Retirement Systems | 0.04% | Add +1.2% | 36,710 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +7.6% | 36,413 | $4.0M |
| First American Bank | 0.24% | Add +2.9% | 36,283 | $4.0M |
| Long Focus Capital Management, LLC | 0.20% | No change | 36,000 | $4.0M |
| HighTower Advisors, LLC | 0.00% | Add +143.5% | 35,997 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +39.6% | 34,999 | $3.9M |
| ING Groep NV | 0.02% | Reduce -59.7% | 34,780 | $3.8M |
| Empyrean Capital Partners, LP | 0.14% | No change | 34,500 | $3.8M |
| Total Wealth Planning & Management, Inc. | 3.00% | — | 34,295 | $3.8M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -3.1% | 34,239 | $3.8M |
| 1832 Asset Management L.P. | 0.00% | Reduce -99.1% | 33,700 | $3.7M |
| Cibc World Markets Corp. | 0.02% | — | 33,130 | $3.7M |
| HITE Hedge Asset Management LLC | 0.23% | New | 33,056 | $3.6M |
| Interval Partners, LP | 0.08% | Add +19.8% | 32,840 | $3.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +233.9% | 32,787 | $3.6M |
| New York Life Investment Management LLC | 0.03% | Add +1.0% | 32,740 | $3.6M |
| Jackson Hole Capital Partners, LLC | 0.62% | Reduce -2.6% | 32,672 | $3.6M |
| MH & Associates Securities Management Corp. | 2.94% | — | 32,628 | $3.6M |
| Union Bancaire Privee, UBP SA | 0.04% | Add +120.9% | 28,930 | $3.6M |
| Xponance LLC | 0.03% | Add +9.4% | 32,163 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +11.2% | 31,807 | $3.5M |
| Rakuten Investment Management, Inc. | 0.01% | Add +15565.0% | 31,330 | $3.5M |
| Boothbay Fund Management, LLC | 0.09% | Add +76.4% | 31,636 | $3.5M |
| Tejara Capital Ltd | 1.43% | Add +52.9% | 31,200 | $3.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +8.7% | 30,867 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 30,359 | $3.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +6.3% | 30,210 | $3.3M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -41.2% | 33,102 | $3.3M |
| Horizon Investments, LLC | 0.04% | Add +3.5% | 30,119 | $3.3M |
| River Road Asset Management, LLC | 0.04% | Reduce -36.4% | 30,033 | $3.3M |
| Viking Fund Management LLC | 0.38% | No change | 30,000 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +6.6% | 29,312 | $3.2M |
| Oak Family Advisors, LLC | 0.97% | New | 28,565 | $3.2M |
| WINTON GROUP Ltd | 0.11% | New | 28,505 | $3.1M |
| Cerity Partners LLC | 0.00% | Add +20.5% | 28,504 | $3.1M |
| Zacks Investment Management | 0.02% | Reduce -1.1% | 28,480 | $3.1M |
| First Dallas Securities Inc. | 1.14% | Reduce -2.3% | 27,694 | $3.1M |
| Jefferies Financial Group Inc. | 0.03% | Add +620.7% | 27,617 | $3.0M |
| Candriam S.C.A. | 0.02% | Reduce -10.5% | 27,570 | $3.0M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -0.3% | 27,216 | $3.0M |
| Group One Trading LLC | 0.09% | New | 26,692 | $2.9M |
| Fred Alger Management, LLC | 0.01% | New | 26,538 | $2.9M |
| Susquehanna Advisors Group, Inc. | 0.11% | Add +373.4% | 26,433 | $2.9M |
| Harvey Capital Management Inc. | 0.62% | New | 26,237 | $2.9M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -38.2% | 25,890 | $2.9M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -12.2% | 25,497 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.8% | 26,108 | $2.7M |
| CenterBook Partners LP | 0.13% | Add +55.5% | 24,610 | $2.7M |
| Glenorchy Capital Ltd | 1.74% | Add +4.9% | 24,248 | $2.7M |
| McGowan Group Asset Management, Inc. | 0.33% | Add +0.4% | 24,073 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.4% | 25,109 | $2.6M |
| Permanent Capital Management, LP | 0.51% | Reduce -1.4% | 23,845 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.1% | 23,608 | $2.6M |
| Murphy Pohlad Asset Management LLC | 0.99% | Add +9.2% | 23,321 | $2.6M |
| Brandes Investment Partners, LP | 0.02% | Add +23.6% | 23,127 | $2.6M |
| Ieq Capital, LLC | 0.01% | Reduce -29.4% | 22,890 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.9% | 22,855 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +71.1% | 22,220 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +39.9% | 22,177 | $2.4M |
| Nordea Investment Management AB | 0.00% | Add +9.1% | 22,127 | $2.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.12% | Reduce -32.9% | 21,927 | $2.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 21,707 | $2.4M |
| Lombard Odier Asset Management (USA) Corp | 1.28% | Add +7.8% | 21,509 | $2.4M |
| Tidal Investments LLC | 0.01% | Add +55.1% | 21,098 | $2.3M |
| Moran Wealth Management, LLC | 0.07% | Add +89.4% | 21,032 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.3% | 21,021 | $2.3M |
| MFG Wealth Management, Inc. | 1.80% | Add +23.9% | 20,973 | $2.3M |
| Graham Capital Management, L.P. | 0.11% | New | 20,610 | $2.3M |
| TCW Group Inc. | 0.02% | Add +27.9% | 20,477 | $2.3M |
| Investment Management Corp of Ontario | 0.03% | Add +91.9% | 20,420 | $2.3M |
| KBC Group NV | 0.01% | Add +19.6% | 20,252 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.3% | 20,125 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -32.6% | 20,105 | $2.2M |
| Norinchukin Bank, The | 0.03% | Add +10.8% | 20,029 | $2.2M |
| Manatuck Hill Partners, LLC | 0.77% | Reduce -20.0% | 20,000 | $2.2M |
| Accordant Advisory Group Inc | 1.51% | Reduce -1.5% | 19,773 | $2.2M |
| Donoghue Forlines LLC | 0.67% | New | 19,641 | $2.2M |
| Uhlmann Price Securities, LLC | 1.28% | Add +2.4% | 19,556 | $2.2M |
| Oak Thistle LLC | 0.29% | Reduce -12.8% | 19,226 | $2.1M |
| Mizuho Securities USA LLC | 0.04% | Reduce -0.0% | 17,342 | $2.1M |
| Orca Wealth Management, LLC | 1.51% | Add +3.2% | 19,644 | $2.1M |
| Pacer Advisors, Inc. | 0.01% | Reduce -97.7% | 18,762 | $2.1M |
| Caprock Group, LLC | 0.04% | New | 18,417 | $2.0M |
| Allstate Corp. | 0.03% | Add +117.4% | 18,371 | $2.0M |
| Stanley-Laman Group, Ltd. | 0.25% | Add +0.1% | 17,726 | $2.0M |
| Independent Advisor Alliance | 0.05% | Reduce -4.0% | 17,715 | $2.0M |
| Catalyst Capital Advisors LLC | 0.04% | New | 17,500 | $1.9M |
| Gradient Investments LLC | 0.03% | Add +0.9% | 17,498 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +32.7% | 17,431 | $1.9M |
| Intech Investment Management LLC | 0.02% | Reduce -54.6% | 16,694 | $1.8M |
| Penn Capital Management Company, LLC | 0.15% | Reduce -1.9% | 16,369 | $1.8M |
| Beck Capital Management, LLC | 0.43% | New | 16,510 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -8.2% | 16,236 | $1.8M |
| Bluefin Capital Management, LLC | 0.50% | New | 15,995 | $1.8M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +4.1% | 15,839 | $1.7M |
| Nierenberg Investment Management Company, LLC | 0.87% | No change | 15,555 | $1.7M |
| McAlvany Wealth Management LLC | 1.31% | — | 15,539 | $1.7M |
| US Bancorp \de | 0.00% | Add +8.0% | 15,427 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.0% | 15,415 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +235.3% | 15,324 | $1.7M |
| Guardian Partners Inc. | 0.13% | Add +20.2% | 15,450 | $1.7M |
| Vident Advisory, LLC | 0.02% | Add +4.2% | 14,990 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +12.4% | 14,608 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.2% | 14,599 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Add +9.9% | 14,557 | $1.6M |
| Walleye Trading LLC | 0.03% | New | 14,308 | $1.6M |
| Two Sigma Securities, LLC | 0.22% | Add +13.5% | 14,233 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 14,168 | $1.6M |
| Marshall Wace, LLP | 0.00% | Reduce -95.9% | 14,020 | $1.5M |
| Bridgewater Associates | 0.01% | Add +30.3% | 13,926 | $1.5M |
| Stephens Inc. | 0.02% | Add +8.3% | 13,819 | $1.5M |
| Hartford Investment Management Co. | 0.05% | Reduce -1.2% | 13,811 | $1.5M |
| Kentucky Retirement Systems | 0.04% | No change | 13,796 | $1.5M |
| PEAK6 LLC | 0.04% | Reduce -81.7% | 13,680 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +278.4% | 13,610 | $1.5M |
| Braun Stacey Associates Inc. | 0.05% | No change | 13,575 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -0.8% | 13,481 | $1.5M |
| Cloverfields Capital Group, LP | 0.45% | Add +0.0% | 13,219 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | New | 13,086 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.9% | 12,831 | $1.4M |
| Fox Run Management, L.L.C. | 0.21% | New | 12,309 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.4% | 12,200 | $1.3M |
| Simplex Trading, LLC | 0.04% | Add +117.4% | 11,929 | $1.3M |
| Marathon Capital Management | 0.28% | Add +3.4% | 11,911 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -0.1% | 11,637 | $1.3M |
| Sustainable Insight Capital Management, LLC | 0.42% | Reduce -3.4% | 11,461 | $1.3M |
| Andrew Hill Investment Advisors, Inc. | 0.95% | New | 11,313 | $1.2M |
| MASTERINVEST Kapitalanlage GmbH | 0.12% | Reduce -30.7% | 11,127 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Reduce -23.3% | 11,185 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Add +3.7% | 11,182 | $1.2M |
| Quattro Financial Advisors LLC | 0.37% | Add +64.8% | 11,158 | $1.2M |
| Mgo One Seven LLC | 0.03% | Add +187.4% | 11,157 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +38.3% | 11,060 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +6.7% | 11,057 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.8% | 11,007 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -0.2% | 10,989 | $1.2M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 0.76% | No change | 10,936 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | Add +11.2% | 10,900 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -6.9% | 10,888 | $1.2M |
| Huber Capital Management LLC | 0.17% | No change | 10,701 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.27% | New | 10,700 | $1.2M |
| M&T Bank Corp | 0.00% | Add +142.3% | 10,699 | $1.2M |
| AAFMAA Wealth Management & Trust LLC | 0.46% | Add +15.7% | 10,609 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.24% | New | 10,598 | $1.2M |
| Ami Asset Management Corp. | 0.07% | Reduce -3.3% | 10,577 | $1.2M |
| iSAM Funds (UK) Ltd | 0.42% | New | 10,544 | $1.2M |
| Gilder Gagnon Howe & Co. LLC | 0.01% | Reduce -12.4% | 10,408 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 10,333 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +44.8% | 10,251 | $1.1M |
| CVA Family Office, LLC | 0.13% | No change | 10,245 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1.3% | 10,206 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -0.1% | 10,052 | $1.1M |
| Bridgefront Capital, LLC | 0.28% | New | 10,017 | $1.1M |
| Sequent Asset Management, LLC | 0.49% | No change | 9,984 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +4.9% | 9,797 | $1.1M |
| Doliver Advisors, LP | 0.27% | Reduce -2.6% | 9,789 | $1.1M |
| MUFG Securities EMEA plc | 0.01% | Reduce -78.1% | 9,774 | $1.1M |
| Confluence Investment Management LLC | 0.02% | Add +22.3% | 9,714 | $1.1M |
| Recurrent Investment Advisors LLC | 0.08% | No change | 9,689 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | Reduce -3.0% | 9,526 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.8% | 9,504 | $1.0M |
| Crewe Advisors LLC | 0.09% | No change | 9,433 | $1.0M |
| Argos Wealth Advisors, LLC | 0.28% | — | 9,411 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -16.9% | 9,253 | $1.0M |
| First Eagle Investment Management, LLC | 0.00% | Add +1.5% | 9,109 | $1.0M |
| Spirit of America Management Corp. | 0.21% | No change | 9,050 | $999K |
| Encompass More Asset Management | 0.18% | Add +205.1% | 9,023 | $996K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +7.5% | 8,971 | $990K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.4% | 8,874 | $979K |
| Machina Capital S.A.S. | 0.19% | New | 8,786 | $970K |
| Avior Wealth Management, LLC | 0.03% | Add +215.9% | 8,716 | $962K |
| Southport Management, L.L.C. | 3.34% | No change | 8,670 | $957K |
| Mediolanum International Funds Ltd | 0.01% | Add +40.4% | 8,525 | $955K |
| IRON Financial LLC | 0.44% | Reduce -0.6% | 8,591 | $948K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +0.1% | 8,979 | $944K |
| Persistent Asset Partners Ltd | 0.45% | New | 8,408 | $928K |
| Profund Advisors LLC | 0.03% | Reduce -13.9% | 8,327 | $919K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -38.4% | 8,131 | $897K |
| Pinnacle Associates Ltd. | 0.01% | New | 8,016 | $885K |
| Salem Investment Counselors Inc. | 0.02% | No change | 7,992 | $882K |
| Teacher Retirement System of Texas | 0.00% | Reduce -73.4% | 7,881 | $870K |
| Independence Bank of Kentucky | 0.11% | Reduce -4.6% | 7,825 | $864K |
| Fortis Capital Advisors, LLC | 0.13% | New | 7,818 | $863K |
| Belpointe Asset Management LLC | 0.03% | New | 7,818 | $863K |
| X-Square Capital, LLC | 0.28% | Add +2.7% | 7,763 | $857K |
| D.A. Davidson & Co. | 0.01% | Add +32.9% | 7,763 | $856K |
| Corigliano Investment Advisers, LLC | 0.30% | New | 7,700 | $850K |
| QRG Capital Management, Inc. | 0.01% | Add +14.6% | 7,680 | $848K |
| Capital International Sarl | 0.01% | New | 7,654 | $845K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.3% | 7,609 | $840K |
| Callan Family Office, LLC | 0.02% | Add +80.2% | 7,606 | $839K |
| Baldwin Investment Management, LLC | 0.09% | Add +6.5% | 7,583 | $837K |
| Metis Global Partners, LLC | 0.02% | Reduce -4.4% | 7,578 | $836K |
| Retireful, LLC | 1.04% | New | 7,431 | $832K |
| North Dakota State Investment Board | 0.03% | — | 7,519 | $830K |
| MML Investors Services, LLC | 0.00% | Add +47.5% | 7,512 | $829K |
| Brevan Howard Capital Management LP | 0.02% | Add +77.3% | 7,464 | $824K |
| Cidel Asset Management Inc. | 0.06% | Reduce -2.4% | 7,438 | $821K |
| Pickering Energy Partners LP | 3.15% | Reduce -8.2% | 7,300 | $806K |
| Prelude Capital Management, LLC | 0.06% | Reduce -23.8% | 7,287 | $804K |
| State of Wyoming | 0.09% | Add +171.9% | 7,260 | $801K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 7,234 | $798K |
| WealthTrust Asset Management, LLC | 0.54% | Reduce -3.3% | 7,006 | $773K |
| Forum Financial Management, LP | 0.01% | Reduce -9.9% | 6,899 | $761K |
| Silvant Capital Management LLC | 0.03% | No change | 6,887 | $760K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +36.2% | 6,842 | $755K |
| Vestcor Inc | 0.02% | No change | 6,635 | $732K |
| Headlands Technologies LLC | 0.06% | Reduce -37.5% | 6,582 | $726K |
| Pinebridge Investments LLC | 0.01% | — | 6,582 | $726K |
| Securian Asset Management, Inc. | 0.03% | Reduce -43.5% | 6,476 | $715K |
| Guggenheim Capital LLC | 0.01% | Reduce -17.0% | 6,454 | $712K |
| Mufg Securities Americas Inc. | 0.04% | Reduce -0.1% | 6,416 | $708K |
| GAMCO Investors | 0.01% | Reduce -1.1% | 6,383 | $704K |
| Icon Wealth Advisors, LLC | 0.05% | Add +0.6% | 6,381 | $704K |
| Squarepoint Ops LLC | 0.00% | Reduce -98.8% | 6,347 | $700K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -6.0% | 6,311 | $696K |
| Centiva Capital, LP | 0.04% | New | 6,280 | $693K |
| Kestra Advisory Services, LLC | 0.00% | Add +28.8% | 6,250 | $690K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -23.2% | 6,236 | $688K |
| Toth Financial Advisory Corp. | 0.07% | Add +436.6% | 6,171 | $681K |
| CWA Asset Management Group, LLC | 0.02% | Add +9.2% | 6,136 | $677K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.4% | 6,112 | $675K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -5.7% | 6,101 | $673K |
| Canada Post Corp Registered Pension Plan | 0.03% | Add +71.7% | 6,010 | $663K |
| Wahed Invest LLC | 0.09% | Reduce -0.4% | 5,985 | $661K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | No change | 5,783 | $638K |
| Wedmont Private Capital | 0.02% | Add +4.6% | 5,906 | $630K |
| &partners | 0.00% | Add +67.7% | 5,577 | $616K |
| Ethic Inc. | 0.01% | Add +36.7% | 5,572 | $615K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,122 | $614K |
| Westwood Holdings Group Inc. | 0.01% | Add +16.4% | 5,559 | $613K |
| Sanders Morris Harris LLC | 0.94% | No change | 5,555 | $608K |
| SummitTX Capital, L.P. | 0.02% | Reduce -93.8% | 5,430 | $599K |
| Qtron Investments LLC | 0.08% | Reduce -23.5% | 5,414 | $597K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.9% | 5,290 | $584K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.02% | Reduce -42.4% | 3,119 | $583K |
| Pitcairn Wealth Advisors LLC | 0.05% | — | 5,275 | $582K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.2% | 5,232 | $577K |
| Pension & Wealth Management Advisors, Inc. | 0.17% | New | 5,225 | $577K |
| Danske Bank A/S | 0.00% | Reduce -7.1% | 5,205 | $574K |
| Ausbil Investment Management Ltd | 0.33% | Add +940.0% | 5,200 | $574K |
| Intellectus Partners, LLC | 0.11% | Add +0.0% | 5,081 | $561K |
| Miller Global Investments, LLC | 0.51% | — | 5,064 | $559K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -74.9% | 5,028 | $555K |
| PKO Investment Management Joint-Stock Co | 0.04% | Reduce -29.0% | 4,900 | $541K |
| Evergreen Capital Management LLC | 0.01% | Add +7.7% | 4,856 | $536K |
| Philip James Wealth Mangement, LLC | 0.06% | Add +7.0% | 4,846 | $535K |
| Exchange Traded Concepts, LLC | 0.00% | Add +144.0% | 4,806 | $530K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +50.2% | 4,705 | $519K |
| Verdence Capital Advisors LLC | 0.03% | Add +3.7% | 4,662 | $514K |
| Blair William & Co. | 0.00% | New | 4,637 | $512K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 4,548 | $502K |
| Advisory Services Network, LLC | 0.01% | Add +49.5% | 4,527 | $500K |
| NewEdge Advisors, LLC | 0.00% | Add +28000.0% | 4,496 | $496K |
| Farther Finance Advisors, LLC | 0.01% | Add +35.9% | 4,445 | $491K |
| Delta Global Management LP | 0.04% | Reduce -82.6% | 4,421 | $488K |
| Hennessy Advisors Inc. | 0.02% | Reduce -25.4% | 4,400 | $486K |
| SevenBridge Financial Group, LLC | 0.08% | Reduce -21.9% | 4,298 | $483K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +129.3% | 4,346 | $480K |
| New Wave Wealth Advisors LLC | 0.17% | Add +2.7% | 4,308 | $475K |
| Norden Group LLC | 0.05% | Add +72.6% | 4,304 | $475K |
| GAMMA Investing LLC | 0.02% | Add +55.0% | 4,295 | $474K |
| HB Wealth Management, LLC | 0.00% | Add +0.4% | 4,293 | $474K |
| Dana Investment Advisors, Inc. | 0.01% | New | 4,288 | $473K |
| Keybank National Association | 0.00% | New | 4,262 | $470K |
| Pallas Capital Advisors LLC | 0.02% | Add +24.7% | 4,245 | $468K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -61.8% | 4,191 | $463K |
| Atria Investments, Inc | 0.01% | Add +29.4% | 4,173 | $460K |
| Simmons Bank | 0.03% | Add +19.9% | 4,130 | $456K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -58.2% | 4,123 | $455K |
| Argentarii, LLC | 0.15% | Reduce -2.1% | 4,116 | $454K |
| Sigma Planning Corp | 0.01% | New | 4,105 | $453K |
| Caerus Investment Advisors, LLC | 0.15% | New | 4,057 | $448K |
| Bridgewater Advisors Inc. | 0.03% | Add +3.9% | 5,894 | $445K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +16.9% | 4,012 | $443K |
| Oxbow Advisors, LLC | 0.04% | Add +2.3% | 4,008 | $442K |
| Caxton Associates LLP | 0.01% | New | 4,003 | $442K |
| Natixis | 0.00% | Reduce -46.3% | 3,978 | $439K |
| Choreo, LLC | 0.01% | New | 3,888 | $436K |
| Stevens Capital Management LP | 0.15% | New | 3,874 | $428K |
| New England Research & Management, Inc. | 0.19% | New | 3,875 | $428K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,860 | $426K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 3,820 | $422K |
| Delphi Management Inc. | 0.40% | New | 3,754 | $414K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 3,707 | $409K |
| GTS Securities LLC | 0.01% | New | 3,627 | $400K |
| Greenleaf Trust | 0.00% | Add +12.1% | 3,603 | $398K |
| BOK Financial Private Wealth, Inc. | 0.02% | New | 3,546 | $391K |
| Americana Partners, LLC | 0.01% | No change | 3,524 | $389K |
| Numerai GP LLC | 0.05% | Reduce -27.7% | 3,512 | $388K |
| Fore Capital, LLC | 0.95% | New | 3,500 | $386K |
| Hardin Capital Partners, LLC | 0.18% | Reduce -12.8% | 3,492 | $385K |
| Wealth Science Advisors LLC | 0.22% | — | 3,489 | $385K |
| EJMK Ventures LLC | 0.24% | — | 3,485 | $385K |
| Brooklyn Investment Group | 0.02% | Add +65.7% | 3,343 | $374K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +54.5% | 3,362 | $371K |
| Corsair Capital Management, L.P. | 0.06% | Add +42.3% | 3,362 | $371K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.8% | 3,357 | $370K |
| Battery Global Advisors, LLC | 0.17% | New | 482 | $369K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -17.4% | 3,289 | $368K |
| Hohimer Wealth Management, LLC | 0.05% | No change | 3,313 | $366K |
| Oliver Luxxe Assets LLC | 0.06% | New | 3,306 | $365K |
| Allworth Financial LP | 0.00% | Add +39.1% | 3,303 | $365K |
| Wealthfront Advisers LLC | 0.00% | Add +61.1% | 3,284 | $362K |
| Mattson Financial Services, LLC | 0.08% | Add +50.6% | 3,255 | $359K |
| Jupiter Asset Management Ltd. | 0.00% | Reduce -29.6% | 3,246 | $358K |
| Transcend Capital Advisors, LLC | 0.03% | Add +10.0% | 3,244 | $358K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.1% | 3,232 | $357K |
| Impact Partnership Wealth, LLC | 0.05% | New | 3,207 | $354K |
| Principal Securities, Inc. | 0.01% | Add +216.3% | 3,191 | $352K |
| Chesley Taft & Associates LLC | 0.01% | Add +19.7% | 3,182 | $351K |
| Savant Capital, LLC | 0.00% | Reduce -1.3% | 3,161 | $349K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 3,146 | $347K |
| SMART Wealth LLC | 0.10% | New | 3,114 | $344K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.5% | 3,104 | $343K |
| CMC Financial Group | 0.61% | New | 3,102 | $342K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 3,074 | $339K |
| William Blair Investment Management, LLC | 0.00% | Reduce -7.7% | 3,073 | $339K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +7.2% | 3,159 | $337K |
| Hara Capital LLC | 0.19% | Reduce -3.2% | 3,045 | $336K |
| Chickasaw Capital Management LLC | 0.01% | No change | 3,034 | $335K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.2% | 3,021 | $333K |
| MIdWestOne Financial Group, Inc. | 0.04% | Reduce -31.5% | 2,967 | $327K |
| Inspire Investing, LLC | 0.03% | Add +2.3% | 2,944 | $325K |
| Montgomery Investment Management Inc. | 0.12% | No change | 2,940 | $324K |
| Ritholtz Wealth Management | 0.01% | Add +25.7% | 2,919 | $322K |
| Evolve Private Wealth, LLC | 0.02% | — | 2,892 | $319K |
| Wexford Capital LP | 0.08% | Reduce -97.5% | 2,860 | $316K |
| Meridian Wealth Advisors, LLC | 0.04% | New | 2,850 | $315K |
| OneDigital Investment Advisors LLC | 0.00% | Add +30.4% | 2,847 | $314K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.3% | 2,826 | $312K |
| Savvy Advisors, Inc. | 0.01% | New | 2,805 | $310K |
| Glenmede Trust Co. NA | 0.00% | — | 2,756 | $304K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +37.5% | 2,750 | $303K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.5% | 2,735 | $302K |
| Terril Brothers, Inc. | 0.08% | No change | 2,700 | $298K |
| Waddell & Associates, LLC | 0.02% | New | 2,695 | $297K |
| Compound Planning, Inc. | 0.01% | Reduce -2.2% | 2,685 | $296K |
| Canton Hathaway, LLC | 0.06% | New | 2,670 | $295K |
| Waverly Advisors, LLC | 0.00% | New | 2,625 | $290K |
| Crumly & Associates Inc. | 0.06% | No change | 2,604 | $287K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 2,601 | $287K |
| V-Square Quantitative Management LLC | 0.03% | New | 2,597 | $287K |
| Astra Wealth Partners LLC | 0.17% | New | 2,595 | $286K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.5% | 2,590 | $286K |
| Gryphon Financial Partners LLC | 0.03% | New | 2,565 | $283K |
| Clearstead Advisors, LLC | 0.00% | Add +202.2% | 2,499 | $276K |
| waypoint wealth counsel | 0.10% | Add +3.7% | 2,428 | $268K |
| Storgate, LLC | 0.22% | — | 2,428 | $268K |
| Brown Advisory Inc. | 0.00% | Reduce -12.6% | 2,402 | $265K |
| Washburn Capital Management, Inc. | 0.15% | No change | 2,400 | $265K |
| Hyperion Capital Advisors LP | 0.13% | New | 2,400 | $265K |
| Rothschild Investment LLC | 0.01% | Add +28.4% | 2,399 | $265K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.1% | 2,394 | $264K |
| Meeder Advisory Services, Inc. | 0.01% | Add +1.1% | 2,340 | $258K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +9.6% | 2,449 | $258K |
| Souders Financial Advisors | 0.03% | New | 2,328 | $257K |
| Guidance Capital, Inc. | 0.06% | Reduce -9.6% | 2,297 | $252K |
| Essex Bank | 0.05% | Reduce -5.3% | 2,236 | $247K |
| Teza Capital Management LLC | 0.79% | Reduce -49.5% | 2,231 | $246K |
| Park Avenue Securities LLC | 0.00% | Add +15.2% | 2,213 | $244K |
| Moors & Cabot, Inc. | 0.01% | Add +3.8% | 2,204 | $243K |
| Cigna Investments Inc. | 0.04% | Add +1.3% | 2,191 | $242K |
| Cim Investment Management Inc. | 0.06% | No change | 2,190 | $242K |
| Florida Financial Advisors, LLC | 0.06% | New | 2,159 | $236K |
| Armistice Capital, LLC | 0.01% | New | 2,126 | $235K |
| Innova Wealth Partners | 0.12% | New | 2,125 | $235K |
| E&G Advisors, LLC | 0.05% | No change | 2,123 | $234K |
| Wedbush Securities Inc. | 0.01% | Reduce -52.0% | 2,084 | $230K |
| Brown Brothers Harriman & Co. | 0.00% | Add +322.4% | 2,074 | $229K |
| Federated Hermes, Inc. | 0.00% | Reduce -48.3% | 2,067 | $228K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.6% | 2,055 | $227K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | New | 2,046 | $226K |
| Ironwood Investment Management LLC | 0.09% | No change | 2,042 | $225K |
| One Plus One Wealth Management, LLC | 0.10% | No change | 2,038 | $225K |
| Ballentine Partners, LLC | 0.00% | Reduce -2.9% | 2,024 | $223K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +4.3% | 2,020 | $223K |
| Modera Wealth Management, LLC | 0.00% | Add +0.4% | 2,013 | $222K |
| PharVision Advisers, LLC | 0.11% | New | 1,993 | $220K |
| Wesbanco Bank Inc. | 0.01% | Reduce -15.8% | 1,975 | $218K |
| Uncommon Cents Investing LLC | 0.05% | Add +1.3% | 1,970 | $217K |
| Sivia Capital Partners, LLC | 0.04% | New | 1,966 | $217K |
| PCM Encore, LLC | 0.05% | — | 1,962 | $216K |
| CI Investments Inc. | 0.00% | Add +126.5% | 1,943 | $214K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,926 | $213K |
| Mirabella Financial Services LLP | 0.02% | New | 1,919 | $212K |
| Rehmann Capital Advisory Group | 0.01% | New | 1,898 | $209K |
| AlphaGrep UK Ltd | 0.07% | — | 1,876 | $207K |
| Arwa LLC | 0.12% | — | 1,876 | $207K |
| M.E. Allison & Co., Inc. | 0.14% | New | 1,863 | $206K |
| Independent Financial Group, LLC | 0.00% | New | 1,852 | $204K |
| Commerce Bank | 0.00% | New | 1,843 | $203K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,841 | $203K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 1,829 | $202K |
| Palumbo Wealth Management LLC | 0.05% | New | 1,820 | $201K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 1,808 | $200K |
| Archer Investment Corp | 0.04% | Add +30.2% | 1,790 | $198K |
| Parallel Advisors, LLC | 0.00% | Add +7.0% | 1,752 | $193K |
| Geneos Wealth Management Inc. | 0.00% | Add +118.9% | 1,734 | $191K |
| Essential Partners LLC | 0.06% | Add +25.5% | 1,733 | $191K |
| Solstein Capital, LLC | 0.08% | Add +40.7% | 1,708 | $188K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,703 | $188K |
| SBI Securities Co., Ltd. | 0.00% | Add +83.2% | 1,695 | $187K |
| Arax Advisory Partners | 0.01% | Reduce -88.5% | 1,640 | $181K |
| Deseret Mutual Benefit Administrators | 0.08% | Add +34.8% | 1,634 | $180K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 1,610 | $177K |
| Signaturefd, LLC | 0.00% | Add +4.8% | 1,579 | $174K |
| Ascentis Wealth Management, LLC | 0.04% | Add +32.9% | 1,572 | $173K |
| Generali Investments, Management Co LLC | 0.03% | Reduce -61.5% | 1,534 | $169K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | — | 1,500 | $168K |
| Siemens Fonds Invest GmbH | 0.01% | Add +5.3% | 1,456 | $163K |
| Stone House Investment Management, LLC | 0.02% | Add +135.7% | 1,440 | $159K |
| Advisors Asset Management, Inc. | 0.00% | New | 1,361 | $150K |
| Global Retirement Partners, LLC | 0.00% | Add +64.6% | 1,289 | $142K |
| Larson Financial Group LLC | 0.00% | Add +11.8% | 1,282 | $141K |
| Huntington National Bank | 0.00% | Reduce -29.6% | 1,268 | $140K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,244 | $137K |
| Ameriflex Group, Inc. | 0.07% | New | 1,200 | $132K |
| Acumen Wealth Advisors, LLC | 0.04% | — | 1,176 | $130K |
| Leonteq Securities AG | 0.01% | Add +46.6% | 1,114 | $123K |
| Quarry LP | 0.02% | Reduce -23.9% | 1,046 | $115K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.7% | 903 | $100K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 900 | $99K |
| CX Institutional | 0.00% | Add +80.8% | 877 | $97K |
| Sunbelt Securities, Inc. | 0.01% | Add +760.4% | 869 | $96K |
| Ostrum Asset Management | 0.00% | Reduce -25.0% | 856 | $94K |
| Payden & Rygel | 0.01% | No change | 853 | $94K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 848 | $94K |
| Chilton Capital Management LLC | 0.00% | No change | 791 | $87K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 790 | $87K |
| Banque Cantonale Vaudoise | 0.00% | New | 780 | $86K |
| Erste Asset Management GmbH | 0.00% | New | 761 | $84K |
| AlphaQuest LLC | 0.00% | Reduce -64.8% | 756 | $83K |
| Bessemer Group Inc. | 0.00% | Add +70.5% | 728 | $80K |
| Caitlin John, LLC | 0.05% | Add +0.6% | 723 | $80K |
| SageView Advisory Group, LLC | 0.00% | New | 720 | $79K |
| Neo Ivy Capital Management | 0.01% | New | 667 | $74K |
| Elyxium Wealth, LLC | 0.02% | New | 665 | $73K |
| CYBER HORNET ETFs LLC | 0.04% | Add +6.5% | 660 | $73K |
| MAI Capital Management | 0.00% | Add +9.0% | 654 | $72K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 649 | $72K |
| Hantz Financial Services, Inc. | 0.00% | Add +221.3% | 617 | $68K |
| Sentry Investment Management LLC | 0.04% | No change | 590 | $65K |
| Root Financial Partners, LLC | 0.00% | Add +25.8% | 561 | $62K |
| Smartleaf Asset Management LLC | 0.00% | Add +25.4% | 543 | $61K |
| Piscataqua Savings Bank | 0.04% | No change | 520 | $57K |
| Adirondack Trust Co. | 0.02% | No change | 500 | $55K |
| Westside Investment Management, Inc. | 0.01% | No change | 500 | $55K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 489 | $54K |
| McGuire Capital Advisors Inc. | 0.03% | — | 484 | $53K |
| Optiver Holding B.V. | 0.00% | New | 454 | $50K |
| Assetmark, Inc. | 0.00% | Add +54.5% | 414 | $46K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -35.4% | 407 | $45K |
| Costello Asset Management, INC | 0.01% | No change | 386 | $43K |
| Key Financial Inc | 0.01% | No change | 368 | $41K |
| Summit Securities Group LLC | 0.01% | Reduce -13.7% | 354 | $39K |
| Pinnacle Holdings, LLC | 0.01% | Add +29.9% | 339 | $37K |
| DV Equities, LLC | 0.01% | — | 329 | $36K |
| IFP Advisors, Inc | 0.00% | Reduce -80.2% | 326 | $36K |
| Amplify Investments, LLC | 0.81% | Add +21.4% | 306 | $35K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +564.6% | 319 | $35K |
| ESL Trust Services, LLC | 0.01% | No change | 302 | $33K |
| Abound Wealth Management | 0.01% | Add +890.0% | 297 | $33K |
| GW&K Investment Management, LLC | 0.00% | Reduce -1.1% | 277 | $31K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 272 | $30K |
| Cheviot Value Management, LLC | 0.00% | No change | 265 | $29K |
| Quent Capital, LLC | 0.00% | Add +52.6% | 261 | $29K |
| Pinney & Scofield, Inc. | 0.02% | No change | 260 | $29K |
| Rakuten Securities, Inc. | 0.01% | Add +350.9% | 248 | $27K |
| Atlantic Union Bankshares Corp | 0.00% | Add +74.6% | 234 | $26K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 220 | $24K |
| Versant Capital Management, Inc | 0.00% | Add +51.1% | 204 | $23K |
| Red Tortoise LLC | 0.01% | No change | 202 | $22K |
| Board of the Pension Protection Fund | 0.02% | New | 200 | $22K |
| Murphy & Mullick Capital Management Corp | 0.02% | Add +100.0% | 200 | $22K |
| Founders Capital Management | 0.01% | No change | 200 | $22K |
| Bangor Savings Bank | 0.00% | No change | 200 | $22K |
| Covestor Ltd | 0.01% | Reduce -3.4% | 200 | $22K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 194 | $21K |
| TCTC Holdings, LLC | 0.00% | No change | 180 | $20K |
| UMB Bank, n.a. | 0.00% | Add +118.3% | 179 | $20K |
| GoalVest Advisory LLC | 0.00% | New | 177 | $20K |
| Private Trust Co. NA | 0.00% | Add +34.6% | 175 | $19K |
| True Wealth Design, LLC | 0.01% | Add +5.5% | 174 | $19K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.2% | 173 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 173 | $19K |
| Anchor Investment Management, LLC | 0.00% | Add +3.8% | 166 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +29.4% | 163 | $18K |
| Navigoe, LLC | 0.01% | No change | 160 | $17K |
| Smithfield Trust Co | 0.00% | New | 158 | $17K |
| Vision Financial Markets LLC | 0.02% | Add +0.7% | 154 | $17K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 150 | $17K |
| Private Wealth Management Group, LLC | 0.00% | No change | 150 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +93.3% | 145 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +3.6% | 144 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 132 | $15K |
| Quantbot Technologies LP | 0.00% | Reduce -91.7% | 129 | $14K |
| Peregrine Capital Management LLC | 0.00% | No change | 129 | $14K |
| Spire Wealth Management | 0.00% | Add +29.3% | 128 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 126 | $14K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 134 | $14K |
| First United Bank & Trust | 0.00% | No change | 120 | $13K |
| Truvestments Capital LLC | 0.00% | No change | 120 | $13K |
| ORG Partners LLC | 0.00% | Add +75.8% | 116 | $13K |
| Millstone Evans Group, LLC | 0.01% | No change | 113 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 113 | $12K |
| Swiss Re Ltd. | 0.00% | — | 105 | $12K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 103 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -53.5% | 101 | $11K |
| Financial Consulate, Inc. | 0.00% | New | 100 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 99 | $11K |
| Sankala Group LLC | 0.01% | — | 101 | $11K |
| Meeder Asset Management Inc. | 0.00% | Reduce -7.5% | 98 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | New | 91 | $10K |
| Zions Bancorporation, National Association | 0.00% | Add +18.2% | 91 | $10K |
| Peoples Financial Services Corp. | 0.00% | No change | 86 | $9K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +95.2% | 82 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 83 | $9K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 74 | $8K |
| Kingdom Financial Group LLC. | 0.00% | New | 74 | $8K |
| PFS Partners, LLC | 0.00% | No change | 69 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 67 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +93.9% | 64 | $7K |
| WPG Advisers, LLC | 0.01% | Add +1475.0% | 63 | $7K |
| Citizens National Bank Trust Department | 0.00% | Reduce -62.5% | 60 | $7K |
| WealthCollab, LLC | 0.00% | No change | 58 | $6K |
| Princeton Global Asset Management LLC | 0.00% | New | 58 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | Add +266.7% | 55 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +23.9% | 57 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +200.0% | 54 | $6K |
| Ares Financial Consulting, LLC | 0.01% | — | 52 | $6K |
| Howard Hughes Medical Institute | 0.00% | No change | 51 | $6K |
| Wolverine Asset Management LLC | 0.00% | Reduce -53.3% | 49 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 47 | $5K |
| Greenline Wealth Management LLC | 0.00% | — | 43 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 43 | $5K |
| Lummis Asset Management, LP | 0.00% | No change | 43 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +36.7% | 41 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Add +37.9% | 40 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | Add +41.7% | 34 | $4K |
| Cromwell Holdings LLC | 0.00% | Add +183.3% | 34 | $4K |
| Alerus Financial NA | 0.00% | No change | 34 | $4K |
| Wilkerson Advisory Group LLC | 0.00% | — | 31 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 30 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -22.2% | 28 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 23 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 27 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 27 | $3K |
| CoreCap Advisors, LLC | 0.00% | Add +78.6% | 25 | $3K |
| Asset Planning,Inc | 0.00% | No change | 25 | $3K |
| Copia Wealth Management | 0.00% | No change | 24 | $3K |
| Olistico Wealth, LLC | 0.00% | New | 24 | $3K |
| SouthState Bank Corp | 0.00% | No change | 23 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +43.8% | 23 | $3K |
| Dunhill Financial, LLC | 0.00% | Reduce -4.2% | 23 | $3K |
| Torren Management, LLC | 0.00% | — | 20 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 20 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 20 | $2K |
| Merited Wealth, LLC | 0.00% | — | 19 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 21 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -28.0% | 18 | $2K |
| Principia Wealth Advisory, LLC | 0.00% | Add +50.0% | 18 | $2K |
| CDKV Holdings LLC | 0.00% | — | 16 | $2K |
| Motco | 0.00% | No change | 16 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 15 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 15 | $2K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -66.7% | 15 | $2K |
| Clark Wealth Partners | 0.00% | No change | 15 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | Reduce -31.8% | 15 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 14 | $2K |
| Advocate Investing Services LLC | 0.00% | — | 14 | $2K |
| High Note Wealth, LLC | 0.00% | New | 14 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +7.7% | 14 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +140.0% | 12 | $1K |
| 1015 Capital Partners, LLC | 0.00% | — | 12 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 11 | $1K |
| Loomis Sayles & Co. L P | 0.00% | New | 10 | $1K |
| Avion Wealth | 0.00% | Add +55.6% | 14 | $1K |
| Cornerstone Financial Management LLC | 0.00% | — | 8 | $883 |
| Signature Equity Partners, LLC | 0.00% | — | 8 | $883 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 8 | $883 |
| Investors Portfolio Services LLC | 0.00% | — | 8 | $849 |
| HFM Investment Advisors, LLC | 0.00% | Add +75.0% | 7 | $773 |
| Quaker Wealth Management, LLC | 0.00% | No change | 6 | $663 |
| Sunrise Financial Services, LLC | 0.00% | — | 6 | $662 |
| LRI Investments, LLC | 0.00% | New | 6 | $662 |
| Colonial Trust Co / SC | 0.00% | New | 5 | $560 |
| DecisionPoint Financial, LLC | 0.00% | No change | 5 | $552 |
| Valued Wealth Advisors LLC | 0.00% | No change | 4 | $445 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $442 |
| Triumph Capital Management | 0.00% | New | 4 | $441 |
| Highline Wealth Partners LLC | 0.00% | New | 4 | $441 |
| Davis Capital Management | 0.00% | No change | 3 | $331 |
| Trust Co | 0.00% | New | 3 | $331 |
| Godsey & Gibb, Inc. | 0.00% | New | 2 | $221 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $221 |
| EFG International AG | 0.00% | — | 2 | $221 |
| IMA Advisory Services, Inc. | 0.00% | No change | 2 | $220 |
| Sound Income Strategies, LLC | 0.00% | New | 2 | $200 |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $111 |
| Financial Management Professionals, Inc. | 0.00% | No change | 1 | $110 |
| Optima Capital LLC | 0.00% | New | 1 | $110 |
"% of holder's portfolio" is EXE's weight in each manager's 13F, not the share of Expand Energy Corp. the manager owns.