FirstenergyFE

13F holders, Q2 2024 (June 30)
729holders +40
83new positions
44sold out
6famous investors
$38.26avg. 13F price*

At the end of Q2 2024, 729 institutions reported holding Firstenergy Corp. (FE) in their 13F filings, up 40 from Q1 2024. 83 opened new positions and 44 sold out. The largest holders were Capital World Investors ($3.0B), Vanguard Group Inc. ($2.5B) and BlackRock Inc. ($1.6B). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Firstenergy Corp.
Sector
Utilities
CUSIP
337932107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 689Q1 2024Q2 2024: 729Q2 2024Q3 2024: 775Q3 2024Q4 2024: 802Q4 2024Q1 2025: 797Q1 2025Q2 2025: 824Q2 2025Q3 2025: 843Q3 2025Q4 2025: 896Q4 2025Q1 2026: 930Q1 2026Q2 2026: 931Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions83$101.8M
Exits44$77.0M

All 13F filers, Q1 2024 → Q2 2024: 16,012,245 shares bought and 17,118,096 shares sold, net −1,105,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 729 holders

Capital World Investors 0.49% Add +0.1% 78,040,030 $3.0B
Vanguard Group Inc. 0.05% Add +0.6% 64,876,618 $2.5B
BlackRock Inc. 0.04% Add +3.2% 43,020,876 $1.6B
State Street Corp. 0.06% Reduce -2.9% 37,868,430 $1.4B
Blackstone Inc. 4.91% No change 28,832,099 $1.1B
FMR LLC 0.04% Reduce -7.8% 17,778,413 $680.4M
T. Rowe Price Associates Inc. 0.06% Reduce -14.0% 12,895,411 $493.5M
Invesco Ltd. 0.10% Reduce -1.4% 12,772,462 $488.8M
Geode Capital Management, LLC 0.04% Add +3.4% 12,178,208 $464.8M
Ameriprise Financial Inc. 0.10% Reduce -1.5% 9,941,242 $380.5M
Boston Partners 0.45% Reduce -0.4% 9,480,327 $363.2M
Neuberger Berman Group LLC 0.28% Add +4.9% 8,938,545 $342.1M
Allspring Global Investments Holdings, LLC 0.54% Reduce -3.2% 8,641,241 $330.7M
Nuveen Asset Management, LLC 0.10% Reduce -2.5% 8,511,704 $325.7M
Morgan Stanley 0.02% Reduce -0.7% 7,874,046 $301.3M
Soroban Capital Partners LP 3.29% Add +72.9% 5,850,642 $223.9M
Zimmer Partners, LP 4.09% Add +52.6% 5,607,993 $214.6M
Northern Trust Corp. 0.03% Reduce -0.7% 4,512,588 $172.7M
Legal & General Group Plc 0.05% Reduce -6.6% 4,471,519 $171.1M
Royal Bank of Canada 0.04% Reduce -2.9% 3,818,471 $146.1M
Bank of New York Mellon Corp 0.03% Add +0.5% 3,600,176 $137.8M
First Pacific Advisors, LP 1.87% Add +2.0% 3,557,667 $136.2M
Franklin Resources Inc. 0.04% Add +4.9% 3,511,850 $134.4M
Charles Schwab Investment Management Inc. 0.02% Add +2.3% 3,290,970 $125.9M
California Public Employees Retirement System 0.08% Reduce -11.1% 2,725,062 $104.3M
1832 Asset Management L.P. 0.19% Add +7.7% 2,725,050 $104.3M
Bank of America Corp. 0.01% Reduce -11.5% 2,722,578 $104.2M
JPMorgan Chase & Co. 0.01% Reduce -13.2% 2,565,267 $98.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +26.0% 2,174,308 $83.2M
Dimensional Fund Advisors LP 0.02% Add +5.8% 1,896,140 $72.6M
UBS Group AG 0.02% Add +8.9% 1,885,568 $72.2M
Jennison Associates LLC 0.04% Reduce -1.3% 1,776,635 $68.0M
Goldman Sachs Group Inc. 0.01% Reduce -21.6% 1,771,069 $67.8M
Barclays PLC 0.03% Add +57.5% 1,667,888 $63.8M
Swiss National Bank 0.04% Reduce -0.9% 1,617,044 $61.9M
Brandywine Global Investment Management, LLC 0.47% Add +9.6% 1,614,813 $61.8M
Lord, Abbett & Co. LLC 0.20% Add +18.4% 1,580,744 $60.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +3.3% 1,317,521 $50.4M
Manufacturers Life Insurance Company, The 0.04% Add +1.2% 1,236,235 $47.3M
Deutsche Bank AG 0.02% Add +2.8% 1,177,257 $45.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.29% Add +5.2% 1,142,070 $43.7M
Duff & Phelps Investment Management Co. 0.56% No change 1,138,500 $43.6M
Russell Investments Group, Ltd. 0.07% Reduce -1.2% 1,114,142 $42.6M
Vaughan David Investments LLC 1.05% Add +2.3% 1,088,770 $41.7M
Citigroup Inc. 0.04% Add +3.8% 1,069,156 $40.9M
UniSuper Management Pty Ltd 0.34% Reduce -20.3% 1,058,032 $40.5M
BNP Paribas Financial Markets 0.04% Add +63.1% 1,055,359 $40.4M
Victory Capital Management Inc. 0.04% Reduce -4.1% 1,055,180 $40.4M
First Trust Advisors LP 0.04% Add +12.0% 995,986 $38.1M
Rhumbline Advisers 0.03% Add +0.3% 961,533 $36.8M
Amundi 0.01% Reduce -1.8% 905,007 $34.8M
HSBC Holdings PLC 0.02% Add +17.9% 879,959 $33.7M
APG Asset Management N.V. 0.06% Reduce -4.2% 905,912 $32.3M
National Pension Service 0.04% Add +1.0% 837,235 $32.0M
Bank of Montreal 0.01% Reduce -0.7% 799,495 $30.7M
Aberdeen Group plc 0.06% Reduce -3.0% 788,939 $30.2M
Qube Research & Technologies Ltd 0.05% Add +661.1% 771,600 $29.5M
Becker Capital Management Inc. 1.01% Reduce -1.3% 765,808 $29.3M
Wells Fargo & Company 0.01% Reduce -4.5% 752,362 $28.8M
California State Teachers Retirement System 0.03% Reduce -1.3% 724,095 $27.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +12.0% 683,220 $26.1M
Alliancebernstein L.P. 0.01% Reduce -1.1% 625,975 $24.0M
State Board of Administration of Florida Retirement System 0.05% Add +1.6% 600,846 $23.0M
Sasco Capital Inc. / CT/ 3.24% No change 600,685 $23.0M
Principal Financial Group Inc. 0.01% Reduce -1.1% 586,999 $22.5M
Sei Investments Co. 0.03% Add +28.9% 577,589 $22.1M
Raymond James & Associates 0.01% Add +8.5% 535,962 $20.5M
Heartland Advisors Inc. 1.11% Reduce -0.1% 520,547 $19.9M
Magellan Asset Management Ltd 0.19% Add +7.0% 508,876 $19.5M
New York State Teachers Retirement System 0.04% Reduce -5.1% 477,715 $18.3M
Voloridge Investment Management, LLC 0.07% New 464,960 $17.8M
New York State Common Retirement Fund 0.02% Add +5.8% 453,224 $17.3M
Aventail Capital Group, LP 1.19% New 443,034 $17.0M
Yaupon Capital Management LP 1.51% New 441,900 $16.9M
Macquarie Group Ltd. 0.02% Add +4.5% 428,506 $16.4M
Two Sigma Investments, LP 0.04% Add +59.6% 417,498 $16.0M
Gabelli Funds LLC 0.12% Reduce -1.4% 413,991 $15.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -8.8% 393,173 $15.0M
Point72 Asset Management 0.05% New 390,206 $14.9M
Jane Street Group, LLC 0.02% Reduce -72.5% 362,309 $13.9M
Envestnet Asset Management Inc. 0.00% Add +3.4% 339,439 $13.0M
Prudential Financial Inc. 0.02% Reduce -9.8% 336,001 $12.9M
State of Tennessee, Department of Treasury 0.04% Reduce -2.0% 315,556 $12.1M
State of Wisconsin Investment Board 0.03% Reduce -8.8% 304,648 $11.7M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.1% 291,842 $11.2M
CCM Investment Advisers LLC 1.31% Add +0.9% 290,164 $11.1M
Asset Management One Co., Ltd. 0.04% Reduce -3.5% 289,173 $11.1M
Los Angeles Capital Management LLC 0.04% Add +1178.5% 286,824 $11.0M
Susquehanna Fundamental Investments, LLC 0.25% Reduce -12.6% 285,758 $10.9M
WS Management LLLP 1.00% No change 278,962 $10.7M
American Century Companies Inc. 0.01% Reduce -25.6% 271,741 $10.4M
LPL Financial LLC 0.01% Add +4.0% 268,480 $10.3M
Bokf, NA 0.18% Reduce -6.8% 265,547 $10.2M
Citadel Advisors 0.01% Reduce -46.0% 259,896 $9.9M
Cerity Partners LLC 0.03% Add +235.2% 256,835 $9.8M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.6% 254,739 $9.8M
Treasurer of the State of North Carolina 0.04% Add +3.0% 250,574 $9.6M
Oppenheimer Asset Management Inc. 0.12% Add +17.8% 248,697 $9.5M
AE Wealth Management LLC 0.09% Add +1.7% 247,683 $9.5M
Advisors Management Group Inc. 2.30% Reduce -0.3% 240,577 $9.2M
Ensign Peak Advisors, Inc 0.02% Reduce -24.1% 237,666 $9.1M
Bollard Group LLC 0.24% Add +4.1% 226,169 $8.7M
Capital International, Inc. 0.11% Add +1.0% 225,361 $8.6M
Verition Fund Management LLC 0.07% Reduce -79.4% 220,347 $8.4M
Public Employees Retirement System of Ohio 0.03% Add +5.3% 219,547 $8.4M
Pictet Asset Management Holding SA 0.01% Reduce -0.8% 218,742 $8.4M
IFM Investors Pty Ltd 0.08% Add +11.9% 215,441 $8.2M
Knights of Columbus Asset Advisors LLC 0.54% Add +96.9% 215,387 $8.2M
Two Sigma Advisers, LP 0.02% Add +1325.3% 213,800 $8.2M
Van Eck Associates Corp. 0.01% Add +13.7% 213,664 $8.2M
Townsquare Capital LLC 0.11% Add +2.6% 211,502 $8.1M
National Bank of Canada 0.01% Add +19.7% 205,943 $7.9M
Millennium Management 0.01% Reduce -88.2% 205,205 $7.9M
Bryn Mawr Trust Advisors, LLC 0.43% Add +6.4% 203,874 $7.8M
TD Asset Management Inc 0.01% Add +2.5% 201,948 $7.7M
Reaves W H & Co. Inc. 0.25% Reduce -43.6% 190,000 $7.3M
Voya Investment Management LLC 0.01% Add +8.1% 183,981 $7.0M
Calamos Advisors LLC 0.05% Reduce -3.5% 183,434 $7.0M
State of New Jersey Common Pension Fund D 0.03% Reduce -38.0% 181,256 $6.9M
Korea Investment CORP 0.02% Reduce -16.3% 176,930 $6.8M
Stifel Financial Corp. 0.01% Add +0.9% 175,712 $6.7M
Hudson Bay Capital Management LP 0.06% Reduce -46.6% 173,482 $6.6M
Resona Asset Management Co.,Ltd. 0.04% Reduce -4.2% 168,312 $6.4M
Corebridge Financial, Inc. 0.03% — 165,169 $6.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -11.0% 159,532 $6.1M
M&T Bank Corp 0.02% Reduce -5.1% 157,659 $6.0M
Toronto Dominion Bank 0.01% Reduce -1.9% 155,717 $6.0M
Arizona State Retirement System 0.04% Add +0.1% 150,034 $5.7M
Crestline Management, L.P. 0.44% Add +133.9% 147,642 $5.7M
Tocqueville Asset Management L.P. 0.09% Reduce -5.3% 144,647 $5.5M
State of Michigan Retirement System 0.03% Add +0.2% 141,844 $5.4M
State of Alaska, Department of Revenue 0.06% Add +8.1% 141,679 $5.4M
Royal London Asset Management Ltd. 0.01% Reduce -7.0% 140,296 $5.4M
HighTower Advisors, LLC 0.01% Add +5.7% 139,767 $5.4M
MetLife Investment Management, LLC 0.03% Add +14.6% 139,186 $5.3M
Natixis Advisors, LLC 0.01% Add +0.9% 137,203 $5.3M
Susquehanna International Group, LLP 0.01% Reduce -4.1% 132,104 $5.1M
D. E. Shaw & Co. 0.01% New 131,479 $5.0M
Stablepoint Partners, LLC 0.95% Add +6.8% 118,503 $4.9M
Harvest Portfolios Group Inc. 0.19% Add +8.6% 128,537 $4.9M
New England Asset Management Inc. 0.84% Reduce -3.0% 126,070 $4.8M
Forsta Ap-Fonden 0.04% Add +0.5% 122,700 $4.7M
Comerica Bank 0.02% Add +4.0% 122,575 $4.7M
Osaic Holdings, Inc. 0.01% Add +55.4% 115,730 $4.4M
Guggenheim Capital LLC 0.03% Add +36.5% 115,250 $4.4M
Retirement Systems of Alabama 0.02% Add +0.2% 114,258 $4.4M
Amalgamated Bank 0.04% Reduce -0.1% 108,321 $4.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +60.7% 104,602 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +7.7% 104,036 $4.0M
BTG Pactual Asset Management US LLC 0.98% — 101,959 $3.9M
Raymond James Financial Services Advisors, Inc. 0.01% Add +5.3% 101,177 $3.9M
Squarepoint Ops LLC 0.01% Reduce -51.8% 99,018 $3.8M
Czech National Bank 0.04% Add +8.6% 98,703 $3.8M
Employees Retirement System of Texas 0.04% Add +14.1% 95,800 $3.7M
Janney Montgomery Scott LLC 0.01% Reduce -3.5% 94,555 $3.6M
Utah Retirement Systems 0.04% Add +0.4% 94,533 $3.6M
Commonwealth Equity Services, LLC 0.01% Reduce -6.8% 94,453 $3.6M
USS Investment Management Ltd 0.03% Add +6.2% 94,166 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -0.3% 93,017 $3.6M
First Horizon Advisors, Inc. 0.11% Reduce -1.3% 92,495 $3.5M
Mn Services Vermogensbeheer B.V. 0.03% No change 91,700 $3.5M
Peapack Gladstone Financial Corp. 0.05% Reduce -0.9% 91,104 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -12.1% 89,513 $3.4M
Morton Community Bank 0.96% Add +4.2% 88,699 $3.4M
Public Sector Pension Investment Board 0.02% Add +52.7% 87,811 $3.4M
Cornerstone Wealth Group, LLC 0.30% Add +4.6% 87,674 $3.4M
ProShare Advisors LLC 0.01% Add +8.7% 86,468 $3.3M
DekaBank Deutsche Girozentrale 0.01% Add +2.7% 85,459 $3.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +1244.3% 85,202 $3.3M
Tredje AP-fonden 0.03% Reduce -1.6% 84,899 $3.2M
Jackson Hole Capital Partners, LLC 0.70% Add +32.5% 83,505 $3.2M
Mariner, LLC 0.01% Add +32.0% 81,221 $3.1M
PNC Financial Services Group, Inc. 0.00% Reduce -11.9% 81,163 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.4% 78,297 $3.0M
Andra AP-fonden 0.05% Add +35.0% 77,500 $3.0M
Cetera Investment Advisers 0.01% Reduce -6.0% 76,028 $2.9M
Xponance LLC 0.03% Add +2.8% 75,318 $2.9M
Tower Research Capital LLC (TRC) 0.05% Add +240.5% 74,866 $2.9M
Aquatic Capital Management LLC 0.10% New 74,300 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 73,558 $2.8M
Daymark Wealth Partners, LLC 0.13% Reduce -0.0% 71,958 $2.8M
New York Life Investment Management LLC 0.03% Add +0.8% 71,194 $2.7M
CIBC Asset Management Inc 0.01% Reduce -4.7% 71,182 $2.7M
American Assets Investment Management, LLC 0.25% No change 70,000 $2.7M
Cibc World Markets Corp. 0.02% Add +28.8% 68,255 $2.6M
Lumbard & Kellner, LLC 1.19% Reduce -0.7% 65,580 $2.5M
Panagora Asset Management Inc. 0.01% Reduce -25.7% 65,532 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -3.5% 65,318 $2.5M
SG Americas Securities, LLC 0.02% Reduce -52.4% 64,184 $2.5M
Nissay Asset Management Corp. /Japan 0.02% Add +3.2% 63,793 $2.4M
NewEdge Advisors, LLC 0.02% Add +40.0% 61,278 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.5% 59,143 $2.3M
Daiwa Securities Group Inc. 0.01% Add +9.8% 58,448 $2.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -4.8% 56,321 $2.2M
Rafferty Asset Management, LLC 0.01% Reduce -5.4% 56,199 $2.2M
Financial Counselors Inc. 0.03% Reduce -0.2% 56,074 $2.1M
STRS Ohio 0.01% Reduce -0.3% 55,548 $2.1M
Bank of Nova Scotia 0.00% Reduce -16.2% 55,316 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +1.2% 54,101 $2.1M
Alberta Investment Management Corp 0.02% Add +934.6% 53,800 $2.1M
Truist Financial Corp. 0.00% Reduce -16.0% 53,760 $2.1M
Sowell Financial Services LLC 0.10% Reduce -8.5% 52,746 $2.0M
Janus Henderson Group PLC 0.00% Reduce -13.8% 52,497 $2.0M
South Dakota Investment Council 0.04% Add +60.1% 52,382 $2.0M
Redwood Investment Management, LLC 0.17% New 50,469 $1.9M
AlphaQuest LLC 0.26% New 49,368 $1.9M
Assenagon Asset Management S.A. 0.00% Add +162.1% 48,990 $1.9M
SpiderRock Advisors, LLC 0.05% New 48,564 $1.9M
AQR Capital Management 0.00% Add +37.4% 48,493 $1.9M
Wealthfront Advisers LLC 0.01% Add +132.9% 47,933 $1.8M
Quantinno Capital Management LP 0.03% Add +5.1% 46,873 $1.8M
Kohmann Bosshard Financial Services, LLC 0.24% No change 46,797 $1.8M
Swiss Life Asset Management Ltd 0.02% Add +9.2% 46,413 $1.8M
Strategic Advisors LLC 0.34% No change 45,989 $1.8M
Fifth Third Bancorp 0.01% Add +7.7% 45,442 $1.7M
Mackenzie Financial Corp. 0.00% Reduce -0.4% 45,189 $1.7M
US Bancorp \de 0.00% Reduce -7.8% 45,165 $1.7M
Gulf International Bank (UK) Ltd 0.04% No change 44,937 $1.7M
Maryland State Retirement & Pension System 0.03% Add +7.9% 44,859 $1.7M
GAMCO Investors 0.02% Reduce -8.5% 44,603 $1.7M
Oregon Public Employees Retirement Fund 0.03% Add +0.7% 44,441 $1.7M
Daiichi Life Insurance Co., Ltd. 0.04% No change 44,224 $1.7M
Sigma Planning Corp 0.05% Add +0.8% 43,869 $1.7M
Teza Capital Management LLC 0.20% Add +147.6% 43,679 $1.7M
Lombard Odier Asset Management (USA) Corp 0.74% New 43,663 $1.7M
Corient Private Wealth LP 0.00% Add +13.4% 43,411 $1.7M
Commerce Bank 0.01% Reduce -0.9% 43,125 $1.7M
First Trust Investment Solutions L.P. 0.23% New 43,117 $1.7M
United Asset Strategies, Inc. 0.16% Reduce -1.3% 42,556 $1.6M
Hennion & Walsh Asset Management, Inc. 0.08% Add +15.3% 42,427 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -2.8% 42,068 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +383.1% 40,649 $1.6M
F/m Investments LLC 0.06% New 39,985 $1.5M
Mizuho Securities USA LLC 0.03% New 39,935 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -2.2% 39,508 $1.5M
Engineers Gate Manager LP 0.03% Add +64.2% 39,436 $1.5M
Kentucky Retirement Systems 0.04% Reduce -0.5% 39,032 $1.5M
Linden Thomas Advisory Services, LLC 0.23% Reduce -0.9% 38,739 $1.5M
MBB Public Markets I LLC 0.03% New 38,300 $1.5M
Ascent Group, LLC 0.12% Reduce -12.9% 38,262 $1.5M
Altman Advisors, Inc. 0.82% Add +0.3% 37,698 $1.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +16.4% 37,582 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -0.8% 36,937 $1.4M
Edgestream Partners, L.P. 0.07% Reduce -20.4% 36,796 $1.4M
Larson Financial Group LLC 0.10% Add +1.1% 36,492 $1.4M
Creative Planning 0.00% Add +1.0% 36,488 $1.4M
Captrust Financial Advisors 0.00% Reduce -6.8% 35,810 $1.4M
Advisors Asset Management, Inc. 0.03% Add +3.3% 34,172 $1.3M
Pathstone Holdings, LLC 0.01% Add +2.9% 33,787 $1.3M
Hartford Investment Management Co. 0.04% Reduce -0.6% 33,164 $1.3M
Portside Wealth Group, LLC 0.24% Reduce -7.0% 33,072 $1.3M
Merit Financial Group, LLC 0.03% Reduce -0.4% 33,049 $1.3M
Mirabella Financial Services LLP 0.11% Add +52.9% 32,998 $1.3M
XTX Topco Ltd 0.11% Add +325.7% 32,857 $1.3M
Wellington Management Group LLP 0.00% Reduce -97.1% 32,778 $1.3M
Callahan Advisors, LLC 0.13% No change 32,600 $1.2M
Klein Pavlis & Peasley Financial, Inc. 1.08% Add +8.9% 31,700 $1.2M
Pensionfund Sabic 0.35% No change 31,500 $1.2M
Park Avenue Securities LLC 0.01% Add +8.0% 31,165 $1.2M
Quadcap Wealth Management, LLC 0.21% No change 30,707 $1.2M
Y-Intercept (Hong Kong) Ltd 0.06% Add +4.0% 30,302 $1.2M
KBC Group NV 0.00% No change 30,258 $1.2M
Nisa Investment Advisors, LLC 0.01% Reduce -4.7% 30,156 $1.2M
Securian Asset Management, Inc. 0.03% Reduce -2.1% 29,783 $1.1M
Cwm, LLC 0.01% Add +0.7% 29,701 $1.1M
Trivium Point Advisory, LLC 0.17% Reduce -9.0% 29,543 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -2.7% 29,300 $1.1M
Schroder Investment Management Group 0.00% Reduce -89.8% 29,230 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Add +1.6% 29,029 $1.1M
Marshall Wace, LLP 0.00% Reduce -87.1% 29,020 $1.1M
Profund Advisors LLC 0.04% Add +48.4% 28,602 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +26.9% 28,419 $1.1M
Intech Investment Management LLC 0.01% Add +55.2% 28,120 $1.1M
Kestra Advisory Services, LLC 0.01% Add +13.2% 29,242 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.27% Add +0.4% 27,643 $1.1M
Balanced Wealth Group LLC 0.46% Add +1.0% 26,500 $1.0M
Landscape Capital Management, L.L.C. 0.09% New 26,382 $1.0M
Nordea Investment Management AB 0.00% Add +2.4% 26,105 $1.0M
New Mexico Educational Retirement Board 0.03% No change 26,040 $997K
Railway Pension Investments Ltd 0.01% No change 25,500 $976K
Concourse Financial Group Securities, Inc. 0.06% Reduce -2.1% 25,467 $975K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -77.5% 25,124 $968K
Diversify Wealth Management, LLC 0.12% — 22,423 $939K
Huber Capital Management LLC 0.21% Reduce -3.5% 24,506 $938K
Crossmark Global Holdings, Inc. 0.02% Reduce -0.4% 23,783 $910K
Versor Investments LP 0.17% Add +110.0% 23,587 $903K
MML Investors Services, LLC 0.00% Reduce -19.6% 23,352 $894K
Vestcor Inc 0.03% No change 23,239 $889K
Private Advisor Group, LLC 0.01% Add +4.1% 23,189 $887K
Schonfeld Strategic Advisors LLC 0.01% Reduce -77.1% 23,050 $882K
iSAM Funds (UK) Ltd 0.66% Reduce -55.7% 22,970 $879K
Rakuten Investment Management, Inc. 0.01% Add +58.8% 22,442 $865K
Equitable Trust Co. 0.06% Add +0.9% 22,411 $858K
Wells Trecaso Financial Group, LLC 0.29% No change 22,050 $844K
Sanctuary Advisors, LLC 0.01% — 21,826 $832K
Baird Financial Group, Inc. 0.00% Reduce -2.9% 21,236 $813K
Thrivent Financial for Lutherans 0.00% Reduce -0.8% 20,899 $800K
My Legacy Advisors, LLC 0.25% Add +2.9% 20,734 $793K
Stratos Wealth Partners, LTD. 0.01% Add +1.2% 20,733 $793K
Steward Partners Investment Advisory, LLC 0.01% Add +40.7% 20,404 $781K
Independent Advisor Alliance 0.03% Reduce -0.7% 20,351 $779K
Atria Investments, Inc 0.01% Reduce -40.8% 20,080 $768K
Illinois Municipal Retirement Fund 0.01% No change 19,972 $764K
Harbor Investment Advisory, LLC 0.08% Add +0.0% 19,637 $752K
Cresset Asset Management, LLC 0.00% Add +8.3% 19,428 $744K
Navalign, LLC 0.23% Add +5.5% 19,311 $739K
Bank of Hawaii 0.03% Reduce -3.5% 19,003 $727K
PFG Investments, LLC 0.05% Add +16.6% 18,918 $724K
OMERS ADMINISTRATION Corp 0.01% New 18,918 $724K
NEOS Investment Management LLC 0.03% Add +46.6% 18,807 $720K
Scotia Capital Inc. 0.00% Add +13.4% 18,730 $717K
Qtron Investments LLC 0.10% Add +68.4% 18,716 $716K
Norinchukin Bank, The 0.02% Add +1.4% 18,596 $712K
Nomura Holdings Inc. 0.00% Add +158.7% 18,556 $710K
Tranquility Partners, LLC 0.27% Add +0.2% 18,154 $695K
Credit Agricole S A 0.00% Reduce -42.9% 17,919 $686K
Empirical Finance, LLC 0.04% Reduce -7.8% 17,891 $685K
Glenview Trust Co 0.01% Add +7.2% 17,178 $657K
Lockheed Martin Investment Management Co. 0.04% Reduce -40.8% 17,100 $654K
First Hawaiian Bank 0.02% Add +0.2% 17,066 $653K
Oppenheimer & Co. Inc. 0.01% Add +5.8% 17,065 $653K
Qsemble Capital Management, LP 0.12% Add +72.8% 16,982 $650K
Dynasty Wealth Management, LLC 0.02% Add +4.6% 16,706 $639K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -2.0% 16,706 $639K
Econ Financial Services Corp 0.39% New 16,630 $636K
Metis Global Partners, LLC 0.02% Reduce -1.2% 16,628 $636K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.6% 16,484 $631K
Savant Capital, LLC 0.01% Reduce -5.3% 16,372 $627K
Cornell Pochily Investment Advisors, Inc. 0.24% Reduce -0.5% 16,337 $625K
Norden Group LLC 0.13% Reduce -11.7% 16,319 $625K
Elevated Capital Advisors, LLC 0.17% New 15,809 $605K
Man Group plc 0.00% New 15,611 $597K
Acadian Asset Management LLC 0.00% New 15,596 $596K
Wexford Capital LP 0.15% Reduce -73.6% 15,500 $593K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -1.3% 15,469 $592K
Longfellow Investment Management Co. LLC 0.15% Add +0.7% 15,418 $590K
Meyer Handelman Co. 0.02% Reduce -2.5% 15,267 $584K
Pure Financial Advisors, LLC 0.02% Add +0.3% 15,165 $580K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.8% 15,134 $579K
Wallace Advisory Group, LLC 0.42% Add +0.4% 15,092 $578K
Angeles Investment Advisors, LLC 0.03% Reduce -15.1% 15,069 $577K
Private Capital Management, LLC 0.07% No change 15,000 $574K
Csenge Advisory Group 0.03% Add +0.9% 14,854 $568K
Rockefeller Capital Management L.P. 0.00% Reduce -5.4% 14,448 $553K
Gibbs Wealth Management 0.22% Add +34.1% 14,347 $549K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +325.0% 14,166 $542K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 14,084 $539K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.9% 13,782 $527K
Schechter Investment Advisors, LLC 0.04% Add +1.5% 13,682 $524K
Brookfield Corp 0.00% New 13,679 $523K
HighPoint Advisor Group LLC 0.03% Add +9.4% 12,208 $510K
B. Metzler seel. Sohn & Co. AG 0.00% Add +3.8% 13,301 $509K
Point72 (DIFC) Ltd 0.04% New 13,126 $502K
Aigen Investment Management, LP 0.10% New 13,042 $499K
Cullen/Frost Bankers, Inc. 0.01% Reduce -11.8% 12,930 $495K
Vident Advisory, LLC 0.01% Reduce -79.3% 12,889 $493K
Spirit of America Management Corp. 0.10% No change 12,700 $486K
Investment Management Corp of Ontario 0.01% Add +37.3% 12,147 $465K
Harbour Investments, Inc. 0.02% Reduce -1.9% 12,117 $464K
United Capital Financial Advisors, LLC 0.00% Reduce -3.8% 11,959 $458K
Tidal Investments LLC 0.01% Reduce -9.2% 11,881 $455K
Brown Brothers Harriman & Co. 0.00% Add +204.3% 11,864 $454K
United Services Automobile Association 0.01% Reduce -7.4% 11,798 $452K
Snowden Capital Advisors LLC 0.01% Reduce -9.1% 11,797 $451K
Tyler-Stone Wealth Management 0.19% Add +10.3% 11,730 $449K
Legacy Financial Advisors, Inc. 0.08% Reduce -31.0% 11,690 $447K
Atria Wealth Solutions, Inc. 0.00% Add +83.6% 11,610 $444K
Wintrust Investments LLC 0.04% Add +0.8% 11,499 $440K
Regions Financial Corp. 0.00% Reduce -25.1% 11,492 $440K
QRG Capital Management, Inc. 0.01% Add +4.0% 11,382 $436K
Choreo, LLC 0.01% New 11,214 $430K
Focus Partners Wealth 0.00% Add +100.5% 11,108 $425K
Tritonpoint Wealth, LLC 0.04% Reduce -0.9% 11,038 $422K
Equitable Holdings, Inc. 0.00% Reduce -3.4% 11,034 $422K
Fox Run Management, L.L.C. 0.08% New 11,010 $421K
SageView Advisory Group, LLC 0.03% New 10,961 $419K
LWM Advisory Services, LLC 0.35% Reduce -7.9% 10,932 $418K
Ieq Capital, LLC 0.01% Add +8.7% 10,886 $417K
Diversify Advisory Services, LLC 0.02% Reduce -55.9% 10,671 $412K
Lido Advisors, LLC 0.00% Reduce -31.1% 10,775 $412K
Zacks Investment Management 0.00% Add +0.9% 10,670 $408K
Teacher Retirement System of Texas 0.00% Reduce -23.4% 10,614 $406K
Legacy Wealth Management, LLC / MS 0.17% No change 10,600 $406K
Fulton Bank, N.A. 0.02% Add +1.8% 10,590 $405K
Baker Tilly Wealth Management, LLC 0.17% Reduce -58.0% 10,584 $405K
Keybank National Association 0.00% Reduce -1.9% 10,578 $405K
TD Private Client Wealth LLC 0.01% Reduce -0.3% 10,567 $404K
Argent Trust Co 0.02% No change 10,381 $397K
Capital Investment Advisors, LLC 0.01% Reduce -0.1% 10,192 $390K
Ti-Trust, Inc. 0.30% Reduce -0.7% 10,185 $390K
IMC-Chicago, LLC 0.01% Reduce -27.5% 10,049 $385K
Blair William & Co. 0.00% Add +0.2% 10,024 $384K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +28.3% 9,879 $378K
Smithfield Trust Co 0.02% No change 9,849 $378K
Welch Group, LLC 0.02% Add +52.6% 9,855 $377K
Stephens Inc. 0.01% Reduce -2.3% 9,836 $376K
Buckingham Strategic Wealth, LLC 0.00% Add +6.3% 9,739 $373K
Greenleaf Trust 0.00% Reduce -0.4% 9,699 $371K
Mgo One Seven LLC 0.02% Add +6.9% 9,661 $370K
MAI Capital Management 0.00% Reduce -18.1% 9,599 $367K
Bleakley Financial Group, LLC 0.01% Add +3.4% 9,573 $366K
Simplicity Wealth,LLC 0.01% Add +3.8% 9,573 $366K
Everpar Advisors LLC 0.18% Reduce -4.5% 9,503 $364K
Walleye Capital LLC 0.00% Add +50.8% 9,503 $364K
Huntington National Bank 0.00% Add +1.5% 9,477 $363K
IHT Wealth Management, LLC 0.01% Add +1.4% 9,344 $358K
Colonial Trust Advisors 0.03% Add +116212.5% 9,305 $356K
Aviva PLC 0.00% Add +6.9% 9,294 $356K
Bessemer Group Inc. 0.00% Add +1.1% 9,240 $354K
V-Square Quantitative Management LLC 0.06% Add +21.1% 9,190 $352K
First Trust Direct Indexing L.P. 0.02% Add +25.8% 9,187 $352K
MQS Management LLC 0.21% New 9,186 $352K
Confluence Wealth Services, Inc. 0.03% Reduce -5.8% 9,119 $349K
GAMMA Investing LLC 0.05% Add +48.3% 9,062 $347K
Beese Fulmer Investment Management, Inc. 0.03% No change 9,011 $345K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% No change 9,000 $344K
Twelve Points Wealth Management LLC 0.12% Add +12.2% 8,980 $344K
FSM Wealth Advisors, LLC 0.11% Reduce -9.5% 8,842 $338K
Elevation Point Wealth Partners, LLC 0.03% Add +4.4% 8,780 $336K
Moors & Cabot, Inc. 0.02% Reduce -8.7% 8,712 $333K
Moloney Securities Asset Management, LLC 0.05% New 8,611 $330K
Brown Advisory Inc. 0.00% No change 8,557 $327K
Empowered Funds, LLC 0.01% Add +10.5% 8,540 $327K
Asahi Life Asset Management Co., LTD. 0.22% New 8,460 $324K
Prossimo Advisors, LLC 0.29% New 8,310 $318K
Concurrent Investment Advisors, LLC 0.01% New 8,249 $316K
Zions Bancorporation, N.A. 0.03% Reduce -16.8% 8,190 $313K
Bank of Stockton 0.10% Reduce -3.0% 8,135 $311K
Chicago Partners Investment Group LLC 0.01% New 7,398 $309K
Marcum Wealth, LLC 0.03% Add +0.7% 8,032 $307K
Bayesian Capital Management, LP 0.04% Reduce -91.0% 8,000 $306K
Advisors Capital Management, LLC 0.01% New 7,970 $305K
EP Wealth Advisors, LLC 0.00% Add +2.9% 7,936 $304K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 7,930 $303K
IFP Advisors, Inc 0.01% Add +38.3% 7,831 $300K
Burford Brothers, Inc. 0.17% No change 7,788 $298K
Two Sigma Securities, LLC 0.01% New 7,788 $298K
Everhart Financial Group, Inc. 0.08% Add +30.1% 7,770 $297K
Capital International Sarl 0.01% New 7,729 $296K
Bedel Financial Consulting, Inc. 0.04% Add +0.1% 7,616 $291K
HBK Sorce Advisory LLC 0.01% Reduce -1.6% 7,515 $288K
Sterling Wealth Management, Inc. 0.14% No change 7,483 $286K
Brookstone Capital Management 0.00% Add +5.0% 7,222 $285K
Waverly Advisors, LLC 0.01% Add +14.8% 7,446 $285K
Horizon Investments, LLC 0.01% Reduce -8.7% 7,427 $281K
Breakwater Capital Group 0.06% Add +11.9% 7,307 $280K
Florida Trust Wealth Management Co 0.01% Reduce -8.8% 7,275 $278K
Mystic Asset Management, Inc. 0.11% No change 7,258 $278K
HB Wealth Management, LLC 0.00% Add +23.1% 7,228 $277K
Lindbrook Capital, LLC 0.03% Add +2.9% 7,174 $275K
Centennial Wealth Advisory LLC 0.12% Add +5.0% 7,155 $274K
Searle & Co. 0.06% New 7,121 $273K
Spreng Capital Management, Inc. 0.14% Reduce -3.7% 7,116 $272K
Johnson Investment Counsel Inc. 0.00% Reduce -9.9% 7,092 $271K
CIBC Private Wealth Group LLC 0.00% Reduce -27.3% 6,978 $269K
Cedrus LLC 0.13% Add +0.9% 7,023 $269K
Banque Cantonale Vaudoise 0.01% New 6,935 $266K
Centiva Capital, LP 0.01% New 6,892 $264K
EntryPoint Capital, LLC 0.12% New 6,783 $260K
Integrated Wealth Concepts LLC 0.00% Add +6.1% 6,741 $258K
Meeder Advisory Services, Inc. 0.02% New 6,725 $257K
Allianz Asset Management GmbH 0.00% No change 6,687 $256K
Seven Eight Capital, LP 0.03% New 6,581 $252K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -6.2% 6,522 $250K
Symmetry Partners, LLC 0.01% No change 6,498 $249K
Capstone Investment Advisors, LLC 0.01% Reduce -82.6% 6,484 $248K
International Private Wealth Advisors LLC 0.42% Add +2.7% 6,483 $248K
Beacon Financial Advisory LLC 0.09% Add +2.1% 6,408 $245K
True Link Financial Advisors, LLC 0.02% Reduce -13.1% 6,371 $244K
Axxcess Wealth Management, LLC 0.01% Reduce -14.7% 6,317 $242K
NorthRock Partners, LLC 0.01% Reduce -18.3% 6,302 $241K
Wesbanco Bank Inc. 0.01% No change 6,181 $237K
Maven Securities LTD 0.04% New 6,156 $236K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.3% 6,145 $235K
Dorsey & Whitney Trust CO LLC 0.02% Add +2.7% 6,074 $232K
Wedbush Securities Inc. 0.01% Add +5.7% 6,062 $232K
Clifford Swan Investment Counsel LLC 0.01% No change 6,037 $231K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -8.5% 6,017 $230K
Vantage Consulting Group Inc 0.17% Reduce -3.7% 6,010 $230K
First Foundation Advisors 0.01% Add +0.8% 5,969 $228K
Hexagon Capital Partners LLC 0.05% Add +6.5% 5,948 $228K
Valeo Financial Advisors, LLC 0.01% Add +0.8% 5,930 $227K
Commonwealth Financial Services, LLC 0.05% Add +4.4% 5,869 $226K
Ostrum Asset Management 0.02% Reduce -59.5% 5,899 $226K
Continuum Advisory, LLC 0.03% Reduce -0.4% 5,863 $224K
Focus Partners Advisor Solutions, LLC 0.01% Add +2.9% 5,840 $224K
RDA Financial Network 0.07% New 5,829 $223K
Summit Trail Advisors, LLC 0.01% New 5,777 $221K
Cigna Investments Inc. 0.04% No change 5,769 $221K
Penn Mutual Asset Management 0.73% No change 5,760 $220K
Dakota Wealth Management 0.01% Reduce -1.3% 5,744 $220K
Girard Partners LTD. 0.02% No change 5,680 $217K
One Wealth Management Investment & Advisory Services, LLC 0.09% Reduce -3.6% 5,669 $217K
Ameritas Investment Partners, Inc. 0.01% No change 5,586 $214K
Wedmont Private Capital 0.01% New 5,343 $211K
Vontobel Holding Ltd. 0.00% Reduce -18.5% 5,507 $211K
Cibc World Market Inc. 0.00% No change 5,474 $209K
Rehmann Capital Advisory Group 0.01% Add +1.9% 5,456 $209K
GeoWealth Management, LLC 0.01% Add +8.2% 5,441 $208K
Alpha Family Trust 0.12% No change 5,435 $208K
Montag A & Associates Inc. 0.01% No change 5,419 $207K
Checchi Capital Advisers, LLC 0.02% New 5,413 $207K
John G Ullman & Associates Inc. 0.03% Reduce -8.5% 5,400 $207K
Glenmede Trust Co. NA 0.00% Reduce -2.5% 5,389 $206K
1858 Wealth Management, LLC 0.17% New 5,383 $206K
Wilmington Savings Fund Society, FSB 0.01% No change 5,377 $206K
Firethorn Wealth Partners, LLC 0.12% Add +0.5% 5,349 $205K
Simmons Bank 0.02% Reduce -2.7% 5,321 $204K
Good Life Advisors, LLC 0.02% New 5,296 $203K
Danske Bank A/S 0.00% No change 5,262 $201K
Fifth Third Wealth Advisors LLC 0.02% New 5,198 $199K
International Assets Investment Management, LLC 0.02% New 4,828 $185K
Richardson Financial Services Inc. 0.13% Reduce -4.2% 4,785 $183K
Walleye Trading LLC 0.00% Add +47.5% 4,459 $171K
Allworth Financial LP 0.00% Add +9.9% 3,852 $152K
Tompkins Financial Corp. 0.02% Reduce -0.0% 3,973 $152K
Colonial Trust Co / SC 0.03% Add +260.9% 3,735 $143K
Signaturefd, LLC 0.00% Add +17.9% 3,653 $140K
Spire Wealth Management 0.00% Reduce -1.0% 3,586 $137K
Clearstead Advisors, LLC 0.00% Add +68.5% 3,358 $129K
Farther Finance Advisors, LLC 0.01% Add +67.0% 3,295 $126K
Mather Group, Llc. 0.00% Add +4.6% 3,250 $126K
Hantz Financial Services, Inc. 0.00% Reduce -3.8% 3,207 $123K
Anchor Investment Management, LLC 0.01% Reduce -0.5% 3,200 $122K
Quadrant Capital Group LLC 0.01% Add +12.4% 3,059 $117K
Oakworth Capital, Inc. 0.01% No change 3,027 $116K
Private Trust Co. NA 0.01% Add +46.3% 3,018 $115K
Global Retirement Partners, LLC 0.00% Reduce -3.5% 2,844 $109K
Bank & Trust Co 0.09% — 2,751 $105K
Y.D. More Investments Ltd 0.01% New 2,726 $104K
Ancora Advisors LLC 0.00% No change 2,619 $100K
Principal Securities, Inc. 0.00% Reduce -2.5% 2,542 $97K
First PREMIER Bank 0.03% No change 2,510 $96K
CENTRAL TRUST Co 0.00% Reduce -19.8% 2,467 $94K
CI Investments Inc. 0.00% Reduce -59.0% 2,413 $92K
JFS Wealth Advisors, LLC 0.01% No change 2,325 $89K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 2,289 $88K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +16.2% 2,243 $87K
Financial Network Wealth Advisors LLC 0.06% New 2,252 $86K
Sentry Investment Management LLC 0.04% Reduce -17.0% 2,220 $85K
Stone House Investment Management, LLC 0.02% Add +1.1% 2,107 $81K
CNB Bank 0.04% Reduce -4.5% 2,034 $78K
Gradient Investments LLC 0.00% Add +924.2% 1,946 $74K
Parallel Advisors, LLC 0.00% Add +23.1% 1,881 $72K
Smartleaf Asset Management LLC 0.01% Add +17.0% 1,848 $71K
Lanark Financial, Inc. 0.01% No change 1,860 $71K
Jones Financial Companies LLLP 0.00% Add +1121.3% 1,832 $70K
HM Payson & Co. 0.00% No change 1,800 $69K
Independence Bank of Kentucky 0.02% No change 1,750 $67K
EverSource Wealth Advisors, LLC 0.00% Add +2.4% 1,596 $67K
Cromwell Holdings LLC 0.04% — 1,647 $63K
Geneos Wealth Management Inc. 0.00% Reduce -2.9% 1,631 $62K
Frazier Financial Advisors, LLC 0.05% No change 1,625 $62K
Armstrong Advisory Group, Inc. 0.01% Add +0.4% 1,618 $62K
City State Bank 0.02% No change 1,560 $60K
Center for Financial Planning, Inc. 0.01% No change 1,559 $60K
Bear Mountain Capital, Inc. 0.02% No change 1,400 $55K
MassMutual Private Wealth & Trust, FSB 0.00% Add +43.9% 1,393 $53K
Crewe Advisors LLC 0.01% New 1,384 $53K
Rise Advisors, LLC 0.03% Add +1.1% 1,373 $53K
Glass Jacobson Investment Advisors llc 0.02% No change 1,366 $52K
Gilliland Jeter Wealth Management LLC 0.02% No change 1,330 $51K
Venturi Wealth Management, LLC 0.00% Add +192.3% 1,327 $51K
First United Bank & Trust 0.02% Reduce -4.2% 1,290 $49K
Planning Capital Management Corp 0.03% No change 1,274 $49K
Arax Advisory Partners 0.00% Add +138.4% 1,259 $48K
Stephens Consulting, LLC 0.01% No change 1,246 $48K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -20.3% 1,201 $46K
Ridgewood Investments LLC 0.02% New 1,163 $45K
Pinnacle Bancorp, Inc. 0.01% No change 1,100 $42K
CVA Family Office, LLC 0.01% Add +1.1% 1,097 $42K
BOK Financial Private Wealth, Inc. 0.00% Add +838.6% 1,070 $41K
Blue Trust, Inc. 0.00% Add +246.6% 1,026 $40K
Parkside Financial Bank & Trust 0.01% Reduce -2.4% 1,023 $39K
Deseret Mutual Benefit Administrators 0.02% No change 1,021 $39K
Sachetta, LLC 0.02% Add +36.0% 929 $39K
SJS Investment Consulting Inc. 0.01% Add +0.2% 1,004 $38K
West Oak Capital, LLC 0.02% New 1,000 $38K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $38K
North Star Investment Management Corp. 0.00% No change 1,000 $38K
Ashton Thomas Private Wealth, LLC 0.00% New 1,000 $38K
Delta Asset Management LLC 0.00% No change 999 $38K
Western Pacific Wealth Management, LP 0.03% No change 945 $36K
Wetzel Investment Advisors, Inc. 0.02% Reduce -15.2% 920 $36K
Cornerstone Planning Group LLC 0.01% Add +18.9% 845 $35K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -2.5% 880 $34K
Caldwell Trust Co 0.00% Add +13.0% 862 $33K
City Holding Co. 0.00% Reduce -27.9% 862 $33K
Strategic Investment Solutions, Inc. 0.01% — 768 $32K
Manchester Capital Management LLC 0.00% Add +388.6% 816 $31K
Arrow Financial Corp 0.00% No change 801 $31K
Salomon & Ludwin, LLC 0.00% Reduce -40.5% 780 $30K
Trust Co. of Vermont 0.00% No change 750 $29K
FinTrust Capital Advisors, LLC 0.01% Add +9.8% 728 $28K
Hazlett, Burt & Watson, Inc. 0.01% No change 700 $27K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 700 $26K
UMB Bank, n.a. 0.00% Reduce -7.0% 672 $26K
St Germain D J Co. Inc. 0.00% Add +1138.9% 669 $26K
Assetmark, Inc. 0.00% Add +45.8% 643 $25K
Exchange Traded Concepts, LLC 0.00% Add +33.6% 604 $23K
Rothschild Investment LLC 0.00% Reduce -35.5% 580 $22K
Provenance Wealth Advisors, LLC 0.00% No change 552 $21K
Quarry LP 0.01% New 541 $21K
Sittner & Nelson, LLC 0.01% No change 532 $20K
Olistico Wealth, LLC 0.01% New 500 $19K
First Personal Financial Services 0.00% No change 500 $19K
Sugarloaf Wealth Management, LLC 0.00% No change 500 $19K
GPS Wealth Strategies Group, LLC 0.00% No change 500 $19K
Asset Dedication, LLC 0.00% No change 497 $19K
Hilltop National Bank 0.01% No change 487 $19K
TD Waterhouse Canada Inc. 0.00% New 483 $18K
LGT Financial Advisors LLC 0.04% New 456 $17K
PSI Advisors, LLC 0.01% New 450 $17K
VitalStone Financial, LLC 0.01% Add +1.1% 446 $17K
Tsfg, LLC 0.00% No change 440 $17K
Pingora Partners LLC 0.01% No change 430 $16K
Cranbrook Wealth Management, LLC 0.00% No change 401 $15K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 400 $15K
Logan Capital Management Inc. 0.00% Reduce -34.1% 390 $15K
McIlrath & Eck, LLC 0.00% No change 380 $15K
Farmers & Merchants Investments Inc. 0.00% No change 367 $14K
Covestor Ltd 0.01% Reduce -0.6% 364 $14K
Boyd Watterson Asset Management LLC 0.00% No change 357 $14K
Global X Japan Co., Ltd. 0.00% Reduce -19.1% 357 $14K
Sound Income Strategies, LLC 0.00% Reduce -9.0% 354 $14K
Whittier Trust Co. 0.00% No change 340 $13K
AlphaMark Advisors, LLC 0.00% No change 350 $13K
Riverview Trust Co 0.01% No change 339 $13K
Gen-Wealth Partners Inc 0.01% Reduce -88.7% 330 $13K
Princeton Global Asset Management LLC 0.00% Add +15.0% 330 $13K
Operose Advisors LLC 0.00% No change 311 $12K
SRH Advisors, LLC 0.00% No change 308 $12K
Glen Eagle Advisors, LLC 0.00% No change 307 $12K
MV Capital Management, Inc. 0.00% Add +2.0% 306 $12K
Kelly Financial Services LLC 0.00% No change 300 $11K
Valley National Advisers Inc. 0.00% Add +3.3% 310 $11K
Lowe Wealth Advisors, LLC 0.01% No change 285 $11K
Front Row Advisors LLC 0.00% Reduce -4.1% 283 $11K
Private Wealth Management Group, LLC 0.00% Add +46.9% 282 $11K
Tortoise Investment Management, LLC 0.00% Reduce -5.7% 282 $11K
Atticus Wealth Management, LLC 0.00% No change 281 $11K
Dagco, Inc. 0.00% Reduce -10.0% 278 $11K
First Financial Corp. 0.01% Reduce -17.5% 273 $10K
Sunbelt Securities, Inc. 0.00% No change 271 $10K
Towne Trust Company, N.A 0.00% No change 263 $10K
Triad Wealth Partners, LLC 0.01% New 254 $10K
Bruce G. Allen Investments, LLC 0.01% Add +0.8% 245 $9K
New England Capital Financial Advisors LLC 0.01% Add +1.3% 241 $9K
1620 Investment Advisors, Inc. 0.01% New 238 $9K
Capital Advisors, Ltd. LLC 0.00% Reduce -8.8% 237 $9K
GW&K Investment Management, LLC 0.00% Add +11.1% 240 $9K
Annapolis Financial Services, LLC 0.00% No change 227 $9K
Versant Capital Management, Inc 0.00% Add +38.4% 227 $9K
TruNorth Capital Management, LLC 0.00% New 225 $9K
Winch Advisory Services, LLC 0.00% Reduce -54.1% 219 $8K
Rosenberg Matthew Hamilton 0.00% No change 214 $8K
Main Street Group, LTD 0.00% No change 208 $8K
Key Financial Inc 0.00% No change 207 $8K
TFC Financial Management, Inc. 0.00% Add +6766.7% 206 $8K
ORG Partners LLC 0.00% New 200 $8K
WASHINGTON TRUST Co 0.00% No change 200 $8K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -60.0% 200 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 195 $7K
Financial Management Professionals, Inc. 0.00% No change 164 $6K
Creative Financial Designs Inc. 0.00% Add +0.7% 156 $6K
Ruedi Wealth Management, Inc. 0.00% Add +14.3% 152 $6K
Great Lakes Retirement, Inc. 0.00% New 152 $6K
General Partner, Inc. 0.00% No change 150 $6K
Family Firm, Inc. 0.00% New 149 $6K
Gleason Group, Inc. 0.00% New 148 $6K
Raleigh Capital Management Inc. 0.00% Reduce -6.5% 145 $6K
Redwood Wealth Management Group, LLC 0.00% New 130 $5K
Barrett & Company, Inc. 0.00% No change 123 $5K
Avior Wealth Management, LLC 0.00% Reduce -74.6% 121 $5K
Sandy Spring Bank 0.00% Reduce -21.7% 112 $4K
Opal Wealth Advisors, LLC 0.00% New 106 $4K
M&R Capital Management Inc. 0.00% No change 100 $4K
AdvisorNet Financial, Inc 0.00% No change 100 $4K
Carmichael Hill & Associates, Inc. 0.00% New 96 $4K
Leonteq Securities AG 0.00% No change 94 $4K
Plante Moran Financial Advisors, LLC 0.00% Add +80.8% 94 $4K
Valley Wealth Managers, Inc. 0.00% New 90 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 87 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 87 $3K
Mb, Levis & Associates, LLC 0.00% Add +1.2% 86 $3K
Financial Perspectives, Inc 0.00% No change 82 $3K
Nemes Rush Group LLC 0.00% No change 80 $3K
Benjamin F. Edwards & Company, Inc. 0.00% No change 66 $3K
Abound Wealth Management 0.00% No change 68 $3K
Bell Investment Advisors, Inc 0.00% Add +24.1% 67 $3K
Red Tortoise LLC 0.00% No change 66 $3K
Archer Investment Corp 0.00% New 66 $3K
American National Bank & Trust 0.00% New 65 $2K
Institutional & Family Asset Management, LLC 0.00% No change 60 $2K
Clear Point Advisors Inc. 0.00% Add +1.8% 56 $2K
Adirondack Trust Co. 0.00% No change 55 $2K
IAG Wealth Partners, LLC 0.00% No change 53 $2K
Dunhill Financial, LLC 0.00% Add +26.2% 53 $2K
Avion Wealth 0.00% No change 63 $2K
Penserra Capital Management LLC 0.00% No change 48 $2K
Beacon Capital Management, LLC 0.00% No change 50 $2K
Thompson Investment Management, Inc. 0.00% No change 50 $2K
NFSG Corp 0.00% Add +2.3% 44 $2K
Evermay Wealth Management LLC 0.00% No change 43 $2K
Fairway Wealth LLC 0.00% New 41 $2K
Carolinas Wealth Consulting LLC 0.00% No change 36 $1K
Unique Wealth Strategies, LLC 0.00% New 30 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +23.8% 26 $996
Highline Wealth Partners LLC 0.00% New 25 $957
Concord Wealth Partners 0.00% No change 20 $765
Raffa Wealth Management, LLC 0.00% No change 19 $727
SOA Wealth Advisors, LLC. 0.00% No change 19 $727
Aspect Partners, LLC 0.00% No change 16 $612
Wolff Wiese Magana LLC 0.00% New 15 $575
True Wealth Design, LLC 0.00% No change 14 $536
Tradewinds Capital Management, LLC 0.00% No change 12 $460
MCF Advisors LLC 0.00% No change 12 $460
ClariVest Asset Management LLC 0.00% No change 11 $424
Strategic Financial Concepts, LLC 0.00% New 14,797 $354
WestEnd Advisors, LLC 0.00% No change 8 $306
Mark Sheptoff Financial Planning, LLC 0.00% No change 7 $283
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -65.0% 7 $268
Janiczek Wealth Management, LLC 0.00% No change 4 $154
Fortitude Family Office, LLC 0.00% New 4 $153
Semmax Financial Advisors Inc. 0.00% No change 2 $72
Eagle Bay Advisors LLC 0.00% No change 1 $36
Lazard Asset Management LLC 0.00% New 18 $0
Roble, Belko & Company, Inc 0.00% No change 11 $0
Strengthening Families & Communities, LLC 0.00% New 13 $0

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