FirstenergyFE
13F holders, Q1 2025 (March 31)797holders −5
83new positions
85sold out
9famous investors
$40.42avg. 13F price*
At the end of Q1 2025, 797 institutions reported holding Firstenergy Corp. (FE) in their 13F filings, down 5 from Q4 2024. 83 opened new positions and 85 sold out. The largest holders were Capital World Investors ($2.7B), Vanguard Group Inc. ($2.7B) and BlackRock, Inc. ($1.8B). 9 famous investors held it, including Steve Cohen (0.5% of Point72 Asset Management's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Firstenergy Corp.
- Sector
- Utilities
- CUSIP
- 337932107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $343.1M |
| Exits | 85 | $210.3M |
All 13F filers, Q4 2024 → Q1 2025: 35,653,673 shares bought and 43,617,281 shares sold, net −7,963,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 797 holders
| Capital World Investors | 0.44% | Reduce -14.7% | 66,627,830 | $2.7B |
| Vanguard Group Inc. | 0.05% | Add +0.5% | 66,150,214 | $2.7B |
| BlackRock, Inc. | 0.04% | Reduce -3.2% | 44,542,642 | $1.8B |
| State Street Corp. | 0.06% | Add +1.6% | 37,615,135 | $1.5B |
| Blackstone Inc. | 5.11% | No change | 28,832,099 | $1.2B |
| Boston Partners | 0.93% | Add +14.9% | 18,962,859 | $768.0M |
| FMR LLC | 0.03% | Reduce -21.7% | 13,274,762 | $536.6M |
| Geode Capital Management, LLC | 0.04% | Add +3.3% | 12,944,372 | $521.5M |
| Invesco Ltd. | 0.10% | Reduce -3.2% | 12,412,574 | $501.7M |
| Morgan Stanley | 0.03% | Add +10.8% | 9,453,467 | $382.1M |
| Allspring Global Investments Holdings, LLC | 0.64% | Reduce -1.4% | 9,188,498 | $371.2M |
| Neuberger Berman Group LLC | 0.31% | Add +1.5% | 9,091,296 | $367.4M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -29.9% | 7,438,503 | $300.7M |
| Millennium Management | 0.28% | Add +368.3% | 6,916,216 | $279.6M |
| UBS Group AG | 0.04% | Add +38.7% | 4,590,899 | $185.6M |
| Northern Trust Corp. | 0.03% | Reduce -1.4% | 4,540,858 | $183.5M |
| Legal & General Group Plc | 0.05% | Add +2.0% | 4,341,045 | $175.5M |
| Soroban Capital Partners LP | 2.42% | Reduce -49.2% | 4,235,948 | $171.2M |
| Point72 Asset Management | 0.49% | New | 4,126,511 | $166.8M |
| Royal Bank of Canada | 0.04% | Add +2.9% | 4,098,769 | $165.7M |
| Bank of America Corp. | 0.01% | Add +51.0% | 3,824,716 | $154.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.1% | 3,517,558 | $142.2M |
| Zimmer Partners, LP | 2.82% | Reduce -30.2% | 3,433,826 | $138.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.8% | 3,430,753 | $138.7M |
| Franklin Resources Inc. | 0.04% | Reduce -1.6% | 3,300,429 | $133.4M |
| Nuveen, LLC | 0.04% | — | 3,134,713 | $126.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -56.2% | 3,097,421 | $125.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +0.8% | 2,664,698 | $107.7M |
| JPMorgan Chase & Co. | 0.01% | Add +29.6% | 2,659,613 | $107.5M |
| California Public Employees Retirement System | 0.07% | Reduce -1.4% | 2,497,514 | $100.9M |
| Federated Hermes, Inc. | 0.20% | Add +133614.8% | 2,310,592 | $93.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -34.8% | 2,186,171 | $88.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.8% | 2,155,777 | $87.1M |
| Voloridge Investment Management, LLC | 0.30% | Add +72.6% | 2,026,618 | $81.9M |
| Squarepoint Ops LLC | 0.18% | Add +1753.0% | 1,846,757 | $74.6M |
| First Trust Advisors LP | 0.06% | Add +67.5% | 1,806,150 | $73.0M |
| Balyasny Asset Management L.P. | 0.18% | New | 1,727,635 | $69.8M |
| 1832 Asset Management L.P. | 0.12% | Reduce -20.0% | 1,613,873 | $65.2M |
| Deutsche Bank AG | 0.03% | Reduce -8.3% | 1,564,745 | $63.2M |
| Swiss National Bank | 0.04% | Reduce -0.1% | 1,544,144 | $62.4M |
| Amundi | 0.02% | Reduce -22.3% | 1,432,011 | $58.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.5% | 1,299,138 | $52.5M |
| Brandywine Global Investment Management, LLC | 0.38% | Reduce -5.8% | 1,289,491 | $52.1M |
| BNP Paribas Financial Markets | 0.04% | Add +17.8% | 1,247,748 | $50.4M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -0.2% | 1,232,987 | $49.8M |
| Raymond James Financial Inc. | 0.02% | Add +59.4% | 1,205,121 | $48.7M |
| Victory Capital Management Inc. | 0.05% | Add +13.3% | 1,198,628 | $48.4M |
| Lord, Abbett & Co. LLC | 0.18% | Reduce -21.0% | 1,187,390 | $48.0M |
| Duff & Phelps Investment Management Co. | 0.54% | No change | 1,138,500 | $46.0M |
| Vaughan David Investments LLC | 1.06% | Add +0.9% | 1,122,352 | $45.4M |
| Barclays PLC | 0.02% | Reduce -18.2% | 1,111,263 | $44.9M |
| Wells Fargo & Company | 0.01% | Add +49.5% | 1,084,798 | $43.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.26% | Add +0.7% | 1,084,392 | $43.8M |
| UniSuper Management Pty Ltd | 0.32% | Add +0.2% | 1,074,428 | $43.4M |
| Aberdeen Group plc | 0.08% | Add +15.5% | 1,017,417 | $40.9M |
| Rhumbline Advisers | 0.04% | Add +7.5% | 1,012,365 | $40.9M |
| Russell Investments Group, Ltd. | 0.06% | Add +2.9% | 994,807 | $40.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +16.5% | 984,047 | $39.8M |
| Two Sigma Investments, LP | 0.09% | Add +1691.2% | 972,871 | $39.3M |
| Swiss Life Asset Management Ltd | 0.27% | Add +0.7% | 933,063 | $37.7M |
| HSBC Holdings PLC | 0.02% | Reduce -27.7% | 903,169 | $36.4M |
| Bank of Montreal | 0.02% | Add +11.9% | 894,711 | $36.2M |
| Sei Investments Co. | 0.05% | Reduce -2.7% | 892,626 | $36.1M |
| National Pension Service | 0.03% | Add +8.4% | 854,183 | $34.5M |
| Hudson Bay Capital Management LP | 0.25% | Reduce -19.2% | 833,137 | $33.7M |
| Marshall Wace, LLP | 0.04% | Add +1511.4% | 816,952 | $33.0M |
| Becker Capital Management Inc. | 1.06% | Add +2.0% | 792,577 | $32.0M |
| Citadel Advisors | 0.03% | Reduce -33.3% | 738,693 | $29.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +91.0% | 728,098 | $29.4M |
| Citigroup Inc. | 0.02% | Reduce -2.8% | 705,541 | $28.5M |
| Susquehanna Fundamental Investments, LLC | 0.47% | Add +49.0% | 695,761 | $28.1M |
| California State Teachers Retirement System | 0.03% | Add +0.1% | 653,817 | $26.4M |
| Alps Advisors Inc. | 0.14% | Add +0.8% | 606,500 | $24.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.0% | 601,017 | $24.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 587,384 | $23.7M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 571,903 | $23.1M |
| LPL Financial LLC | 0.01% | Add +94.6% | 555,611 | $22.5M |
| Old Republic International Corp. | 0.82% | New | 521,500 | $21.1M |
| Two Sigma Advisers, LP | 0.05% | New | 510,000 | $20.6M |
| Yaupon Capital Management LP | 1.39% | Add +38.2% | 468,512 | $18.9M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -42.8% | 430,104 | $17.4M |
| Magellan Asset Management Ltd | 0.21% | Reduce -0.9% | 418,002 | $16.9M |
| Korea Investment CORP | 0.04% | Reduce -12.2% | 414,735 | $16.8M |
| Gabelli Funds LLC | 0.13% | Reduce -3.6% | 398,991 | $16.1M |
| New York State Teachers Retirement System | 0.04% | Add +3.6% | 397,897 | $16.1M |
| Bridgewater Associates | 0.07% | Add +2.2% | 393,087 | $15.9M |
| ExodusPoint Capital Management, LP | 0.21% | Add +58.5% | 390,101 | $15.8M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -4.7% | 373,552 | $15.1M |
| Macquarie Group Ltd. | 0.02% | Reduce -13.4% | 372,630 | $15.1M |
| Energy Income Partners, LLC | 0.28% | Add +4.8% | 367,935 | $14.9M |
| Bokf, NA | 0.26% | Add +20.6% | 364,453 | $14.7M |
| Cerity Partners LLC | 0.03% | Add +29.0% | 359,028 | $14.5M |
| Van Eck Associates Corp. | 0.02% | Add +7.6% | 347,636 | $14.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -24.3% | 337,662 | $13.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.8% | 326,205 | $13.2M |
| AE Wealth Management LLC | 0.11% | Add +22.8% | 320,286 | $12.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -1.8% | 318,281 | $12.9M |
| Wedge Capital Management L L P | 0.24% | Reduce -1.0% | 303,493 | $12.3M |
| CCM Investment Advisers LLC | 1.46% | Reduce -1.9% | 293,155 | $11.8M |
| New York State Common Retirement Fund | 0.02% | Add +6.4% | 291,401 | $11.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -9.2% | 285,616 | $11.5M |
| Prudential Financial Inc. | 0.02% | Reduce -3.2% | 280,208 | $11.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +5.4% | 278,970 | $11.3M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Reduce -0.1% | 278,190 | $11.2M |
| Heartland Advisors Inc. | 0.63% | Reduce -36.3% | 270,525 | $10.9M |
| Treasurer of the State of North Carolina | 0.04% | Add +4.1% | 263,474 | $10.7M |
| AQR Capital Management | 0.01% | Reduce -17.2% | 260,996 | $10.5M |
| Man Group plc | 0.03% | Add +122.2% | 260,522 | $10.5M |
| Pinebridge Investments, L.P. | 0.08% | Add +4720.6% | 258,818 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +37.0% | 257,373 | $10.4M |
| Advisors Management Group Inc. | 2.18% | Add +1.3% | 247,558 | $10.0M |
| National Bank of Canada | 0.01% | Add +1.0% | 242,525 | $9.8M |
| Susquehanna International Group, LLP | 0.02% | Add +4.6% | 237,863 | $9.6M |
| WS Management LLLP | 1.47% | Reduce -22.7% | 215,535 | $8.7M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -2.2% | 212,406 | $8.6M |
| Bank of Nova Scotia | 0.02% | Add +203.3% | 211,248 | $8.5M |
| Bollard Group LLC | 0.22% | Add +1.0% | 205,379 | $8.3M |
| Bryn Mawr Trust Advisors, LLC | 0.49% | Add +2.6% | 203,218 | $8.2M |
| TD Asset Management Inc | 0.01% | Add +0.2% | 200,636 | $8.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -2.8% | 200,523 | $8.1M |
| Holocene Advisors, LP | 0.02% | Add +328.6% | 195,299 | $7.9M |
| Royal London Asset Management Ltd. | 0.02% | Add +38.0% | 193,655 | $7.8M |
| Wealthfront Advisers LLC | 0.02% | Add +117.8% | 186,846 | $7.6M |
| Voya Investment Management LLC | 0.01% | Add +16.6% | 186,677 | $7.5M |
| Jane Street Group, LLC | 0.01% | Add +213.6% | 186,149 | $7.5M |
| Toronto Dominion Bank | 0.02% | Reduce -15.8% | 185,331 | $7.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.08% | New | 185,023 | $7.5M |
| Calamos Advisors LLC | 0.05% | Add +1.1% | 181,057 | $7.3M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -8.2% | 179,297 | $7.2M |
| Capital International, Inc. | 0.09% | Reduce -44.6% | 178,851 | $7.2M |
| Guggenheim Capital LLC | 0.07% | Add +17.5% | 178,760 | $7.2M |
| BTG Pactual Asset Management US LLC | 0.93% | Reduce -8.8% | 177,447 | $7.2M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -10.4% | 177,301 | $7.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +4.5% | 175,241 | $7.1M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -6.4% | 169,613 | $6.9M |
| Simplex Trading, LLC | 0.24% | Add +517.3% | 165,479 | $6.7M |
| Comerica Bank | 0.03% | Add +8.8% | 161,252 | $6.5M |
| Corebridge Financial, Inc. | 0.04% | Reduce -4.1% | 161,144 | $6.5M |
| Arizona State Retirement System | 0.04% | Reduce -0.4% | 158,330 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +58.5% | 158,067 | $6.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 155,113 | $6.3M |
| IFM Investors Pty Ltd | 0.07% | Reduce -18.9% | 153,892 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.7% | 152,340 | $6.2M |
| Credit Agricole S A | 0.02% | Add +7.7% | 149,233 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +139.0% | 149,166 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +11.5% | 149,052 | $6.0M |
| Harvest Portfolios Group Inc. | 0.18% | Add +0.5% | 148,476 | $6.0M |
| M&T Bank Corp | 0.02% | Reduce -5.1% | 147,069 | $5.9M |
| Tocqueville Asset Management L.P. | 0.09% | Reduce -0.1% | 142,661 | $5.8M |
| Forsta Ap-Fonden | 0.04% | Reduce -1.5% | 141,400 | $5.7M |
| Berger Financial Group, Inc | 0.40% | New | 140,794 | $5.7M |
| State of Michigan Retirement System | 0.03% | Reduce -0.1% | 139,144 | $5.6M |
| Public Sector Pension Investment Board | 0.02% | Add +3.0% | 137,184 | $5.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +30.0% | 136,668 | $5.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.8% | 134,348 | $5.4M |
| Gallo Partners, LP | 3.62% | New | 134,099 | $5.4M |
| Group One Trading LLC | 0.22% | Add +1239.4% | 133,058 | $5.4M |
| South Dakota Investment Council | 0.11% | Add +90.7% | 132,035 | $5.3M |
| New Age Alpha Advisors, LLC | 0.23% | Reduce -6.8% | 128,328 | $5.2M |
| Quantinno Capital Management LP | 0.03% | Add +56.2% | 124,666 | $5.0M |
| Stablepoint Partners, LLC | 0.91% | Add +4.1% | 124,518 | $5.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.04% | — | 124,200 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.9% | 122,261 | $4.9M |
| Richard Bernstein Advisors LLC | 0.12% | Reduce -4.7% | 118,823 | $4.8M |
| Czech National Bank | 0.04% | Add +5.9% | 117,810 | $4.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.6% | 117,287 | $4.7M |
| ProShare Advisors LLC | 0.01% | Add +0.9% | 117,177 | $4.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -47.3% | 111,939 | $4.5M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.8% | 110,220 | $4.5M |
| New England Asset Management Inc. | 0.75% | Add +0.8% | 109,220 | $4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -0.1% | 106,795 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.2% | 105,986 | $4.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.0% | 104,729 | $4.2M |
| Amalgamated Bank | 0.04% | Add +1.5% | 103,493 | $4.2M |
| Ilex Capital Partners (UK) LLP | 0.17% | New | 103,300 | $4.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.3% | 102,434 | $4.1M |
| Knights of Columbus Asset Advisors LLC | 0.28% | No change | 100,406 | $4.1M |
| Meridian Wealth Management, LLC | 0.20% | Add +11.1% | 100,121 | $4.0M |
| Cornerstone Wealth Group, LLC | 0.33% | Add +7.2% | 97,675 | $3.9M |
| Mariner, LLC | 0.01% | Add +2.0% | 96,990 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 95,200 | $3.8M |
| Yousif Capital Management, LLC | 0.04% | Add +1.1% | 95,134 | $3.8M |
| Utah Retirement Systems | 0.04% | No change | 94,933 | $3.8M |
| Andra AP-fonden | 0.06% | Add +299.2% | 94,610 | $3.8M |
| Ascent Group, LLC | 0.16% | Add +135.6% | 93,840 | $3.8M |
| Point72 Hong Kong Ltd | 0.27% | New | 93,362 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.7% | 91,786 | $3.7M |
| Morton Community Bank | 0.97% | Add +1.4% | 91,658 | $3.7M |
| Renaissance Technologies | 0.01% | Reduce -94.6% | 89,208 | $3.6M |
| Sciencast Management LP | 0.81% | Add +14.1% | 87,177 | $3.5M |
| Jackson Hole Capital Partners, LLC | 0.68% | Add +7.3% | 84,651 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 83,485 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -5.7% | 82,059 | $3.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -1.6% | 83,216 | $3.3M |
| Xponance LLC | 0.03% | Add +2.0% | 80,346 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Add +1462.9% | 80,038 | $3.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +8.1% | 75,654 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -55.7% | 75,220 | $3.0M |
| Verition Fund Management LLC | 0.02% | Reduce -59.5% | 74,731 | $3.0M |
| Wexford Capital LP | 0.78% | Add +681.6% | 74,251 | $3.0M |
| Zions Bancorporation, National Association | 0.19% | — | 72,927 | $2.9M |
| Townsquare Capital LLC | 0.03% | Reduce -52.6% | 72,720 | $2.9M |
| Pacer Advisors, Inc. | 0.01% | Reduce -26.4% | 72,269 | $2.9M |
| Daymark Wealth Partners, LLC | 0.12% | Reduce -0.1% | 71,456 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.2% | 71,333 | $2.9M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +190.3% | 71,195 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Add +17.7% | 70,693 | $2.9M |
| American Assets Investment Management, LLC | 0.25% | No change | 70,000 | $2.8M |
| Portfolio Design Labs, LLC | 0.58% | New | 69,764 | $2.8M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.3% | 68,569 | $2.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.4% | 67,254 | $2.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +18.1% | 66,831 | $2.7M |
| Lumbard & Kellner, LLC | 1.17% | Reduce -2.4% | 65,439 | $2.6M |
| Cibc World Markets Corp. | 0.02% | Reduce -23.1% | 63,443 | $2.6M |
| Delta Global Management LP | 0.18% | New | 63,251 | $2.6M |
| Cibc World Market Inc. | 0.01% | Reduce -0.4% | 60,480 | $2.4M |
| Nomura Holdings Inc. | 0.01% | Add +186.4% | 60,098 | $2.4M |
| State of Alaska, Department of Revenue | 0.03% | Add +2.7% | 60,079 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.9% | 59,639 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Add +2.6% | 58,735 | $2.4M |
| USS Investment Management Ltd | 0.02% | No change | 56,853 | $2.3M |
| STRS Ohio | 0.01% | Reduce -18.7% | 56,137 | $2.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +17.7% | 56,423 | $2.3M |
| Financial Counselors Inc. | 0.03% | Reduce -2.2% | 54,446 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +111.8% | 52,547 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -75.8% | 52,163 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +24.5% | 50,634 | $2.0M |
| Larson Financial Group LLC | 0.10% | Add +6.7% | 50,282 | $2.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 49,601 | $2.0M |
| Creative Planning | 0.00% | Reduce -4.4% | 49,280 | $2.0M |
| Nebula Research & Development LLC | 0.18% | New | 48,781 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +63.5% | 48,719 | $2.0M |
| &partners | 0.02% | Add +118.1% | 49,267 | $2.0M |
| Schroder Investment Management Group | 0.00% | Add +0.1% | 48,829 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | Add +1.6% | 48,213 | $1.9M |
| Rakuten Investment Management, Inc. | 0.01% | — | 47,836 | $1.9M |
| TD Private Client Wealth LLC | 0.05% | Add +174.7% | 46,826 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +14.0% | 46,801 | $1.9M |
| Landscape Capital Management, L.L.C. | 0.17% | Add +3.2% | 46,718 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.9% | 46,157 | $1.9M |
| Strategic Advisors LLC | 0.36% | No change | 45,989 | $1.9M |
| GTS Securities LLC | 0.08% | Add +751.6% | 45,901 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.0% | 45,892 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +7.3% | 45,890 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +1260.1% | 45,496 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -67.7% | 45,234 | $1.8M |
| XTX Topco Ltd | 0.09% | Reduce -11.0% | 45,174 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -13.6% | 44,263 | $1.8M |
| F/m Investments LLC | 0.07% | Reduce -4.1% | 44,202 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +45.8% | 44,115 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.1% | 44,051 | $1.8M |
| US Bancorp \de | 0.00% | Add +8.9% | 43,843 | $1.8M |
| Redwood Investment Management, LLC | 0.19% | Reduce -3.0% | 43,535 | $1.8M |
| Woodline Partners LP | 0.01% | Add +40.7% | 43,334 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -30.5% | 43,672 | $1.7M |
| Altman Advisors, Inc. | 0.80% | Add +3.9% | 40,350 | $1.7M |
| Vident Advisory, LLC | 0.03% | Add +183.3% | 42,722 | $1.7M |
| Tredje AP-fonden | 0.02% | No change | 42,450 | $1.7M |
| GAMCO Investors | 0.02% | Reduce -2.6% | 42,325 | $1.7M |
| Bayesian Capital Management, LP | 0.28% | New | 42,001 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +42.5% | 41,815 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -1.0% | 41,768 | $1.7M |
| Mizuho Securities USA LLC | 0.04% | Reduce -15.5% | 41,070 | $1.7M |
| American Century Companies Inc. | 0.00% | Reduce -3.2% | 41,062 | $1.7M |
| United Asset Strategies, Inc. | 0.15% | Reduce -12.2% | 40,813 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -71.8% | 40,349 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +4.5% | 39,647 | $1.6M |
| Kentucky Retirement Systems | 0.05% | Add +11.6% | 39,305 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.20% | Add +0.4% | 38,814 | $1.6M |
| Fifth Third Bancorp | 0.01% | Reduce -6.4% | 38,416 | $1.6M |
| Commerce Bank | 0.01% | Reduce -9.6% | 38,342 | $1.5M |
| Quantbot Technologies LP | 0.05% | New | 38,260 | $1.5M |
| NEOS Investment Management LLC | 0.03% | Add +21.3% | 37,788 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +5.6% | 37,302 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Reduce -70.9% | 36,442 | $1.5M |
| Millington Financial Advisors, LLC | 0.90% | Add +14.4% | 36,221 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Add +22.7% | 36,317 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | New | 35,951 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +30.3% | 35,522 | $1.4M |
| Private Capital Management, LLC | 0.16% | Add +49.3% | 35,127 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +3.2% | 34,565 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.3% | 33,830 | $1.4M |
| Pensionfund Sabic | 0.40% | Reduce -5.6% | 33,500 | $1.4M |
| Cherokee Insurance Co | 0.59% | No change | 33,000 | $1.3M |
| Callahan Advisors, LLC | 0.13% | No change | 32,600 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.6% | 32,535 | $1.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +28.1% | 32,491 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 32,022 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -6.2% | 32,013 | $1.3M |
| Fulton Bank, N.A. | 0.05% | Add +123.0% | 31,687 | $1.3M |
| KBC Group NV | 0.00% | Reduce -41.6% | 31,625 | $1.3M |
| Dynasty Wealth Management, LLC | 0.02% | Add +12.9% | 31,522 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.3% | 31,503 | $1.3M |
| Klein Pavlis & Peasley Financial, Inc. | 0.91% | Add +3.6% | 31,400 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.0% | 31,228 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -27.0% | 31,079 | $1.3M |
| Arvest Bank Trust Division | 0.08% | New | 30,881 | $1.2M |
| Quadcap Wealth Management, LLC | 0.18% | Add +0.2% | 30,764 | $1.2M |
| Aster Capital Management (DIFC) Ltd | 0.23% | New | 31,770 | $1.2M |
| Prudential PLC | 0.01% | Reduce -8.5% | 30,163 | $1.2M |
| Capital International Sarl | 0.03% | Add +83.3% | 29,272 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +16.3% | 28,498 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +15.5% | 28,342 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +86.8% | 28,279 | $1.1M |
| Balanced Wealth Group LLC | 0.55% | Add +4.0% | 28,078 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -67.0% | 28,068 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -5.0% | 27,914 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | No change | 27,600 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.8% | 27,083 | $1.1M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.4% | 26,912 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.20% | — | 26,824 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +13.9% | 26,118 | $1.1M |
| GWN Securities Inc. | 0.06% | New | 25,561 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.5% | 25,854 | $1.0M |
| Nordea Investment Management AB | 0.00% | Add +0.6% | 25,665 | $1.0M |
| Hancock Whitney Corp. | 0.03% | New | 25,516 | $1.0M |
| Railway Pension Investments Ltd | 0.01% | No change | 25,500 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.9% | 25,359 | $1.0M |
| Spirit of America Management Corp. | 0.20% | Add +14.0% | 24,450 | $988K |
| Trivium Point Advisory, LLC | 0.12% | Reduce -9.8% | 24,345 | $984K |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 24,224 | $979K |
| AlphaQuest LLC | 0.11% | Reduce -72.8% | 24,114 | $975K |
| New Mexico Educational Retirement Board | 0.03% | Reduce -2.0% | 23,940 | $968K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +348.3% | 23,828 | $963K |
| Twinbeech Capital LP | 0.02% | Add +136.1% | 23,735 | $959K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.5% | 23,613 | $954K |
| Penserra Capital Management LLC | 0.02% | Add +1652.9% | 23,594 | $952K |
| Arvest Investments, Inc. | 0.15% | New | 23,327 | $943K |
| Independent Advisor Alliance | 0.03% | Add +0.6% | 22,748 | $919K |
| Equitable Trust Co. | 0.05% | Add +1.2% | 22,677 | $917K |
| Vestcor Inc | 0.03% | Add +38.4% | 22,594 | $913K |
| Tyler-Stone Wealth Management | 0.16% | Reduce -0.9% | 22,417 | $906K |
| Ahl Investment Management, Inc. | 0.62% | Add +1.4% | 22,415 | $906K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -5.3% | 22,228 | $898K |
| Navalign, LLC | 0.25% | Add +4.7% | 21,510 | $869K |
| Focus Partners Wealth | 0.00% | Add +0.9% | 21,178 | $856K |
| Metis Global Partners, LLC | 0.02% | Add +19.2% | 21,117 | $854K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.0% | 20,974 | $848K |
| Aigen Investment Management, LP | 0.13% | New | 20,217 | $817K |
| Profund Advisors LLC | 0.04% | Reduce -27.1% | 20,202 | $817K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.0% | 20,104 | $813K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.2% | 19,536 | $790K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +32.3% | 18,800 | $760K |
| PFG Investments, LLC | 0.05% | Add +3.2% | 18,734 | $757K |
| Empirical Finance, LLC | 0.05% | Add +3.5% | 18,612 | $752K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 18,552 | $750K |
| Bank of Hawaii | 0.04% | Reduce -18.6% | 18,486 | $747K |
| Tranquility Partners, LLC | 0.28% | Add +1.7% | 18,159 | $734K |
| My Legacy Advisors, LLC | 0.28% | Add +5.3% | 18,150 | $734K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 18,137 | $733K |
| Summit Global Investments | 0.05% | New | 18,083 | $731K |
| International Assets Investment Management, LLC | 0.06% | Reduce -16.1% | 18,031 | $729K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.0% | 17,759 | $718K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.0% | 17,676 | $714K |
| Assetmark, Inc. | 0.00% | Add +1025.7% | 17,527 | $708K |
| Huber Capital Management LLC | 0.13% | No change | 17,500 | $707K |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 17,482 | $700K |
| HighPoint Advisor Group LLC | 0.04% | Add +32.5% | 16,126 | $695K |
| Petrus Trust Company, LTA | 0.06% | New | 17,076 | $690K |
| R Squared Ltd | 0.74% | Reduce -40.5% | 17,060 | $690K |
| AdvisorNet Financial, Inc | 0.05% | Add +58.9% | 17,048 | $689K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +22.0% | 16,972 | $686K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Add +13.0% | 16,741 | $677K |
| J. Safra Sarasin Holding AG | 0.01% | New | 16,500 | $667K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.9% | 16,328 | $660K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 16,313 | $659K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +22.2% | 16,284 | $658K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +15.5% | 16,271 | $658K |
| Ethos Financial Group, LLC | 0.06% | New | 16,200 | $655K |
| Longfellow Investment Management Co. LLC | 0.16% | Add +71.5% | 16,156 | $653K |
| Elevated Capital Advisors, LLC | 0.18% | Add +4.9% | 16,125 | $652K |
| Occudo Quantitative Strategies LP | 0.09% | Add +6.4% | 16,056 | $643K |
| Twelve Points Wealth Management LLC | 0.17% | Add +10.8% | 15,781 | $638K |
| Fox Run Management, L.L.C. | 0.10% | New | 15,738 | $636K |
| Investment Management Corp of Ontario | 0.01% | New | 15,447 | $624K |
| Csenge Advisory Group | 0.03% | Add +0.9% | 14,473 | $608K |
| Glenview Trust Co | 0.01% | Reduce -0.8% | 14,988 | $606K |
| Meyer Handelman Co. | 0.02% | Reduce -2.6% | 14,867 | $601K |
| denkapparat Operations GmbH | 0.63% | New | 14,814 | $599K |
| Visionary Horizons, LLC | 0.42% | New | 14,805 | $598K |
| Ostrum Asset Management | 0.03% | Add +157.4% | 14,765 | $597K |
| Praxis Investment Management Inc. | 0.04% | No change | 14,360 | $580K |
| Bleakley Financial Group, LLC | 0.02% | Add +2.3% | 14,228 | $575K |
| QRG Capital Management, Inc. | 0.01% | Reduce -13.1% | 14,117 | $571K |
| Raleigh Capital Management Inc. | 0.26% | Add +5820.6% | 14,091 | $570K |
| Bearing Point Capital, LLC | 0.12% | Add +35.9% | 14,000 | $566K |
| EP Wealth Advisors, LLC | 0.00% | Add +12.9% | 13,846 | $560K |
| Magnetar Financial LLC | 0.01% | New | 13,833 | $559K |
| Schechter Investment Advisors, LLC | 0.05% | Reduce -23.0% | 13,745 | $556K |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 13,695 | $553K |
| Arkadios Wealth Advisors | 0.02% | Add +167.3% | 13,573 | $549K |
| Keybank National Association | 0.00% | Add +2.6% | 13,557 | $548K |
| Scotia Capital Inc. | 0.00% | Reduce -28.1% | 13,307 | $538K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 12,811 | $518K |
| Entropy Technologies, LP | 0.05% | Reduce -76.5% | 12,789 | $517K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -86.5% | 12,698 | $513K |
| Broadleaf Partners, LLC | 0.13% | No change | 12,650 | $511K |
| Two Sigma Securities, LLC | 0.08% | New | 12,510 | $506K |
| Snowden Capital Advisors LLC | 0.02% | Add +11.0% | 12,325 | $498K |
| Argent Trust Co | 0.02% | Add +17.6% | 12,210 | $494K |
| Savant Capital, LLC | 0.00% | Reduce -17.6% | 12,175 | $492K |
| Axq Capital, LP | 0.19% | Add +82.2% | 12,009 | $485K |
| Allianz Asset Management GmbH | 0.00% | Reduce -3.8% | 11,920 | $482K |
| Everstar Asset Management, LLC | 0.32% | Add +7.8% | 11,873 | $480K |
| Cornell Pochily Investment Advisors, Inc. | 0.17% | Reduce -25.0% | 11,856 | $479K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.4% | 11,814 | $478K |
| Cwm, LLC | 0.00% | Reduce -60.8% | 11,804 | $477K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.7% | 11,703 | $473K |
| Wells Trecaso Financial Group, LLC | 0.16% | Add +7.4% | 11,596 | $469K |
| Portside Wealth Group, LLC | 0.08% | Reduce -51.5% | 11,528 | $466K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -0.3% | 11,519 | $466K |
| Norden Group LLC | 0.05% | Reduce -45.0% | 11,465 | $463K |
| Regions Financial Corp. | 0.00% | Reduce -15.3% | 11,448 | $463K |
| Equitable Holdings, Inc. | 0.00% | Add +12.1% | 11,222 | $454K |
| Empowered Funds, LLC | 0.01% | Add +7.0% | 11,213 | $453K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +0.8% | 11,215 | $453K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -30.4% | 11,186 | $452K |
| Mgo One Seven LLC | 0.02% | Add +15.8% | 11,139 | $450K |
| Old North State Wealth Management, LLC | 0.25% | Add +24.3% | 11,075 | $448K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +4.5% | 11,027 | $446K |
| San Luis Wealth Advisors LLC | 0.10% | New | 10,952 | $443K |
| Verdence Capital Advisors LLC | 0.03% | New | 10,951 | $443K |
| Choreo, LLC | 0.01% | Reduce -5.8% | 10,850 | $439K |
| Wealth Alliance, LLC | 0.05% | New | 10,809 | $437K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.6% | 10,807 | $437K |
| Centennial Wealth Advisory LLC | 0.16% | Add +26.5% | 10,797 | $436K |
| Baird Financial Group, Inc. | 0.00% | Reduce -48.6% | 10,768 | $435K |
| GAMMA Investing LLC | 0.03% | Reduce -1.9% | 10,687 | $432K |
| Blair William & Co. | 0.00% | Add +4.3% | 10,645 | $430K |
| United Services Automobile Association | 0.01% | No change | 10,703 | $429K |
| Prossimo Advisors, LLC | 0.32% | Reduce -0.3% | 10,584 | $428K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.4% | 10,516 | $425K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Add +0.8% | 10,493 | $424K |
| HB Wealth Management, LLC | 0.00% | Add +8.8% | 10,377 | $419K |
| EntryPoint Capital, LLC | 0.19% | Add +2.0% | 10,327 | $417K |
| LWM Advisory Services, LLC | 0.29% | No change | 10,174 | $411K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +25.1% | 10,045 | $406K |
| SageView Advisory Group, LLC | 0.02% | Reduce -6.6% | 10,020 | $405K |
| Moors & Cabot, Inc. | 0.02% | Add +9.6% | 9,987 | $404K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.8% | 9,983 | $403K |
| Confluence Wealth Services, Inc. | 0.03% | Add +3.5% | 9,477 | $403K |
| Wallace Advisory Group, LLC | 0.28% | Reduce -16.5% | 10,126 | $403K |
| World Investment Advisors | 0.01% | Reduce -0.4% | 9,956 | $402K |
| Welch Group, LLC | 0.02% | Add +0.5% | 10,003 | $401K |
| Smithfield Trust Co | 0.02% | No change | 9,849 | $399K |
| Ti-Trust, Inc. | 0.26% | Reduce -3.1% | 9,865 | $399K |
| Greenleaf Trust | 0.00% | Reduce -11.6% | 9,858 | $398K |
| Chicago Partners Investment Group LLC | 0.01% | Add +10.4% | 9,163 | $394K |
| HBK Sorce Advisory LLC | 0.01% | Add +8.1% | 9,681 | $391K |
| Panagora Asset Management Inc. | 0.00% | New | 9,666 | $391K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 9,654 | $390K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.4% | 9,533 | $385K |
| Lazard Asset Management LLC | 0.00% | Add +52350.0% | 9,441 | $381K |
| Farther Finance Advisors, LLC | 0.01% | Add +165.7% | 9,424 | $381K |
| V-Square Quantitative Management LLC | 0.06% | Add +0.1% | 9,385 | $379K |
| Aviva PLC | 0.00% | No change | 9,294 | $376K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -17.2% | 9,186 | $371K |
| Everhart Financial Group, Inc. | 0.05% | Add +15.2% | 9,136 | $369K |
| Mufg Securities Americas Inc. | 0.04% | Add +19.9% | 9,079 | $367K |
| Huntington National Bank | 0.00% | Reduce -9.2% | 9,061 | $366K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 9,046 | $366K |
| FSM Wealth Advisors, LLC | 0.08% | Reduce -0.2% | 9,011 | $364K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +9.9% | 8,388 | $362K |
| Tidal Investments LLC | 0.00% | Reduce -33.0% | 8,948 | $362K |
| Total Wealth Planning & Management, Inc. | 0.37% | New | 8,900 | $360K |
| Tudor Investment Corporation | 0.00% | Reduce -58.2% | 8,776 | $355K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -13.5% | 8,675 | $351K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -46.6% | 8,112 | $349K |
| Lido Advisors, LLC | 0.00% | Reduce -11.1% | 8,635 | $349K |
| Quadrant Capital Group LLC | 0.01% | Add +178.4% | 8,585 | $347K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -6.4% | 8,580 | $347K |
| MAI Capital Management | 0.00% | Add +7.6% | 8,578 | $347K |
| Teza Capital Management LLC | 0.16% | Reduce -78.4% | 8,520 | $344K |
| Breakwater Capital Group | 0.06% | Add +13.4% | 8,517 | $344K |
| Brown Advisory Inc. | 0.00% | Reduce -0.8% | 8,251 | $334K |
| Asahi Life Asset Management Co., LTD. | 0.21% | New | 8,180 | $331K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.3% | 8,123 | $328K |
| Smith Group Asset Management, LLC | 0.02% | No change | 8,000 | $323K |
| Jump Financial, LLC | 0.00% | Reduce -60.2% | 7,894 | $319K |
| Geneos Wealth Management Inc. | 0.01% | Add +13.8% | 7,842 | $317K |
| Edgestream Partners, L.P. | 0.01% | Reduce -82.8% | 7,769 | $314K |
| Vontobel Holding Ltd. | 0.00% | Add +29.7% | 7,684 | $311K |
| Dakota Wealth Management | 0.01% | Add +3.4% | 7,633 | $309K |
| International Private Wealth Advisors LLC | 0.29% | Add +19.6% | 7,580 | $306K |
| Horizon Investments, LLC | 0.01% | Add +4.9% | 7,646 | $306K |
| MBB Public Markets I LLC | 0.04% | New | 7,560 | $306K |
| RKL Wealth Management LLC | 0.03% | Reduce -26.1% | 7,524 | $304K |
| Fourpath Capital Management, LLC | 0.05% | New | 7,517 | $304K |
| Glenmede Trust Co. NA | 0.00% | Add +15.1% | 7,482 | $302K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -6.0% | 7,423 | $300K |
| Stephens Inc. | 0.00% | Reduce -2.3% | 7,415 | $300K |
| Burford Brothers, Inc. | 0.14% | Reduce -3.5% | 7,386 | $299K |
| Natixis | 0.00% | New | 7,401 | $298K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +34.4% | 7,358 | $297K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +34.4% | 7,358 | $297K |
| Blueshift Asset Management, LLC | 0.12% | Reduce -34.9% | 7,344 | $297K |
| Brookstone Capital Management | 0.00% | Add +1.4% | 7,327 | $296K |
| Mystic Asset Management, Inc. | 0.08% | No change | 7,258 | $293K |
| IFP Advisors, Inc | 0.01% | Reduce -3.0% | 7,241 | $293K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,154 | $289K |
| Searle & Co. | 0.08% | No change | 7,121 | $288K |
| Versor Investments LP | 0.05% | Reduce -79.8% | 7,100 | $287K |
| Bank of Stockton | 0.09% | Reduce -5.3% | 7,088 | $286K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.2% | 7,440 | $285K |
| Zacks Investment Management | 0.00% | Reduce -35.5% | 7,050 | $285K |
| Hexagon Capital Partners LLC | 0.05% | Add +2.5% | 6,965 | $282K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.9% | 6,952 | $281K |
| Camden National Bank | 0.04% | Add +22.9% | 6,894 | $279K |
| Benjamin Edwards Inc. | 0.00% | New | 6,838 | $276K |
| NorthRock Partners, LLC | 0.01% | Add +1.9% | 6,808 | $275K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,725 | $272K |
| OneDigital Investment Advisors LLC | 0.00% | New | 6,704 | $271K |
| Wedmont Private Capital | 0.01% | Reduce -29.2% | 6,415 | $260K |
| PEAK6 LLC | 0.01% | New | 6,427 | $260K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.2% | 6,345 | $256K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -2.2% | 6,339 | $256K |
| Brighton Jones LLC | 0.01% | Reduce -1.9% | 6,316 | $255K |
| Checchi Capital Advisers, LLC | 0.02% | Add +6.3% | 6,259 | $253K |
| Farmers Trust Co. | 0.05% | Reduce -4.6% | 6,198 | $251K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.2% | 6,167 | $249K |
| Danske Bank A/S | 0.00% | No change | 6,162 | $249K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -40.6% | 6,170 | $249K |
| Essex Financial Services, Inc. | 0.02% | Add +5.2% | 6,122 | $247K |
| One Wealth Advisors, LLC | 0.04% | New | 6,087 | $246K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 6,037 | $244K |
| Gibbs Wealth Management | 0.06% | Reduce -52.5% | 6,019 | $243K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.4% | 5,965 | $241K |
| Allegheny Financial Group | 0.06% | Add +0.2% | 5,962 | $241K |
| First Foundation Advisors | 0.01% | No change | 5,924 | $239K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -5.3% | 5,869 | $237K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -48.3% | 5,857 | $237K |
| Virtu Financial LLC | 0.01% | Reduce -10.4% | 5,848 | $236K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +15.8% | 5,835 | $236K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -12.1% | 5,832 | $236K |
| Good Life Advisors, LLC | 0.02% | Add +1.0% | 5,803 | $235K |
| Cigna Investments Inc. | 0.04% | Reduce -5.2% | 5,622 | $228K |
| IHT Wealth Management, LLC | 0.01% | Reduce -18.6% | 5,600 | $226K |
| Sterling Investment Counsel, LLC | 0.08% | Add +7.5% | 5,596 | $226K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -11.3% | 5,539 | $224K |
| Valmark Advisers, Inc. | 0.00% | Reduce -18.9% | 5,503 | $222K |
| SummitTX Capital, L.P. | 0.01% | — | 5,492 | $222K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +5.5% | 5,492 | $222K |
| Los Angeles Capital Management LLC | 0.00% | No change | 5,476 | $221K |
| Alpha Family Trust | 0.13% | No change | 5,435 | $220K |
| John G Ullman & Associates Inc. | 0.03% | No change | 5,400 | $218K |
| Montag A & Associates Inc. | 0.01% | No change | 5,398 | $218K |
| Continuum Advisory, LLC | 0.03% | Reduce -6.1% | 5,393 | $218K |
| 1858 Wealth Management, LLC | 0.18% | No change | 5,383 | $218K |
| Allworth Financial LP | 0.00% | Add +7.4% | 5,136 | $217K |
| Advisors Capital Management, LLC | 0.00% | Reduce -7.0% | 5,350 | $216K |
| Intrua Financial, LLC | 0.03% | New | 5,309 | $215K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 5,290 | $214K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,287 | $214K |
| Lionshead Wealth Management, LLC | 0.22% | Reduce -0.3% | 5,283 | $214K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.3% | 5,282 | $213K |
| Wesbanco Bank Inc. | 0.01% | Reduce -4.5% | 5,268 | $213K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,225 | $211K |
| Simmons Bank | 0.02% | No change | 5,221 | $211K |
| DRW Securities, LLC | 0.02% | New | 5,216 | $211K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.9% | 5,155 | $208K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -1.0% | 5,055 | $204K |
| Diversified Enterprises, LLC | 0.02% | New | 4,985 | $202K |
| Longboard Asset Management, LP | 0.59% | New | 4,979 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.9% | 4,887 | $198K |
| GeoWealth Management, LLC | 0.01% | Reduce -10.7% | 4,731 | $191K |
| Brooklyn Investment Group | 0.04% | Reduce -11.4% | 4,560 | $184K |
| S&T Bank | 0.06% | No change | 4,475 | $181K |
| CX Institutional | 0.01% | New | 4,300 | $174K |
| Richardson Financial Services Inc. | 0.13% | Reduce -0.5% | 4,235 | $171K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.08% | Reduce -14.8% | 4,190 | $169K |
| Anchor Investment Management, LLC | 0.02% | No change | 4,000 | $162K |
| Signaturefd, LLC | 0.00% | Reduce -21.9% | 3,817 | $154K |
| Mather Group, Llc. | 0.00% | Add +14.4% | 3,631 | $147K |
| Matrix Trust Co | 0.02% | Add +43.1% | 3,450 | $139K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.6% | 3,391 | $136K |
| Siemens Fonds Invest GmbH | 0.01% | New | 3,300 | $133K |
| Park Place Capital Corp | 0.04% | New | 3,192 | $129K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.2% | 3,200 | $129K |
| Roxbury Financial LLC | 0.12% | Reduce -11.9% | 3,268 | $127K |
| Curat Global, LLC | 0.15% | — | 2,889 | $124K |
| Lanark Financial, Inc. | 0.01% | — | 2,968 | $119K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,920 | $118K |
| Arax Advisory Partners | 0.01% | Reduce -66.3% | 2,917 | $118K |
| Y.D. More Investments Ltd | 0.01% | Add +2.8% | 2,893 | $117K |
| Clearstead Advisors, LLC | 0.00% | Add +13.6% | 2,857 | $115K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +34.7% | 2,839 | $115K |
| Principal Securities, Inc. | 0.00% | No change | 2,876 | $114K |
| Bank & Trust Co | 0.09% | No change | 2,827 | $114K |
| Private Trust Co. NA | 0.01% | Reduce -1.5% | 2,759 | $112K |
| CI Investments Inc. | 0.00% | Reduce -5.5% | 2,757 | $111K |
| Parallel Advisors, LLC | 0.00% | Reduce -52.4% | 2,619 | $106K |
| Ancora Advisors LLC | 0.00% | No change | 2,619 | $106K |
| Spire Wealth Management | 0.00% | Reduce -85.9% | 2,503 | $101K |
| First PREMIER Bank | 0.03% | No change | 2,510 | $101K |
| CENTRAL TRUST Co | 0.00% | No change | 2,467 | $100K |
| HM Payson & Co. | 0.00% | Add +35.1% | 2,431 | $98K |
| Stone House Investment Management, LLC | 0.02% | New | 2,169 | $88K |
| Blue Trust, Inc. | 0.00% | Add +2.0% | 2,150 | $87K |
| Rossby Financial, LCC | 0.04% | New | 2,020 | $86K |
| Catalyst Capital Advisors LLC | 0.00% | New | 2,106 | $85K |
| JFS Wealth Advisors, LLC | 0.01% | Add +3.5% | 2,086 | $84K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,931 | $82K |
| Lindbrook Capital, LLC | 0.01% | Reduce -65.6% | 1,962 | $79K |
| Independence Bank of Kentucky | 0.01% | No change | 1,960 | $79K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.7% | 1,966 | $78K |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.1% | 1,740 | $70K |
| Cromwell Holdings LLC | 0.04% | Add +2.1% | 1,681 | $68K |
| Frazier Financial Advisors, LLC | 0.05% | Reduce -2.5% | 1,625 | $66K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,624 | $65K |
| Manchester Capital Management LLC | 0.01% | Reduce -1.5% | 1,592 | $64K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,559 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -9.0% | 1,498 | $61K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,366 | $54K |
| Crews Bank & Trust | 0.01% | No change | 1,333 | $54K |
| Rise Advisors, LLC | 0.02% | Reduce -5.9% | 1,318 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,307 | $53K |
| UMB Bank, n.a. | 0.00% | Add +40.9% | 1,284 | $52K |
| Stephens Consulting, LLC | 0.01% | No change | 1,246 | $50K |
| Sound Income Strategies, LLC | 0.00% | Add +217.0% | 1,233 | $50K |
| Versant Capital Management, Inc | 0.01% | Add +179.8% | 1,192 | $48K |
| First United Bank & Trust | 0.02% | Reduce -9.9% | 1,162 | $47K |
| CNB Bank | 0.02% | No change | 1,150 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.2% | 1,092 | $44K |
| Tsfg, LLC | 0.01% | Add +143.6% | 1,072 | $43K |
| CVA Family Office, LLC | 0.01% | Reduce -19.6% | 1,055 | $43K |
| Colonial Trust Co / SC | 0.01% | Reduce -86.2% | 1,040 | $42K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -1.1% | 1,024 | $41K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 1,021 | $41K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | — | 1,000 | $40K |
| Hussman Strategic Advisors, Inc. | 0.01% | No change | 1,000 | $40K |
| North Star Investment Management Corp. | 0.00% | No change | 1,000 | $40K |
| Delta Asset Management LLC | 0.00% | No change | 999 | $40K |
| LMR Partners LLP | 0.00% | Add +6560.0% | 999 | $40K |
| Sachetta, LLC | 0.02% | Reduce -1.4% | 950 | $38K |
| SJS Investment Consulting Inc. | 0.01% | Add +1.4% | 916 | $37K |
| Ridgewood Investments LLC | 0.02% | Add +0.1% | 916 | $37K |
| Nova Wealth Management, Inc. | 0.03% | No change | 912 | $37K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -1.3% | 854 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -15.0% | 879 | $36K |
| Caldwell Trust Co | 0.00% | No change | 862 | $35K |
| City Holding Co. | 0.00% | No change | 862 | $35K |
| City State Bank | 0.01% | Reduce -18.9% | 860 | $35K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.1% | 854 | $35K |
| Bernard Wealth Management Corp. | 0.02% | No change | 828 | $33K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.0% | 799 | $32K |
| WASHINGTON TRUST Co | 0.00% | No change | 786 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 780 | $32K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 768 | $31K |
| Covestor Ltd | 0.02% | Add +13.3% | 706 | $29K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +1178.6% | 716 | $29K |
| NewSquare Capital LLC | 0.00% | Add +4666.7% | 715 | $29K |
| TruNorth Capital Management, LLC | 0.01% | Add +226.8% | 706 | $29K |
| Rothschild Investment LLC | 0.00% | Add +11.5% | 688 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | New | 666 | $27K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -50.0% | 601 | $24K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 552 | $22K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 533 | $22K |
| Olistico Wealth, LLC | 0.01% | No change | 500 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $20K |
| South Plains Financial, Inc. | 0.02% | No change | 500 | $20K |
| Canton Hathaway, LLC | 0.00% | New | 500 | $20K |
| Truvestments Capital LLC | 0.00% | New | 472 | $19K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 466 | $19K |
| BankPlus Trust Department | 0.01% | New | 464 | $19K |
| PSI Advisors, LLC | 0.01% | No change | 450 | $18K |
| Whittier Trust Co. | 0.00% | No change | 420 | $17K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 400 | $16K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -51.6% | 395 | $16K |
| Logan Capital Management Inc. | 0.00% | No change | 390 | $16K |
| Global X Japan Co., Ltd. | 0.00% | Add +11.9% | 384 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 380 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 367 | $15K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 357 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 340 | $14K |
| Riverview Trust Co | 0.01% | No change | 339 | $14K |
| Accredited Wealth Management, LLC | 0.01% | Reduce -42.5% | 335 | $14K |
| Graney & King, LLC | 0.01% | No change | 323 | $13K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 323 | $13K |
| GW&K Investment Management, LLC | 0.00% | Add +20.1% | 329 | $13K |
| SRH Advisors, LLC | 0.00% | No change | 308 | $12K |
| MV Capital Management, Inc. | 0.00% | Reduce -15.9% | 306 | $12K |
| West Paces Advisors Inc. | 0.00% | New | 300 | $12K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 300 | $12K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 295 | $12K |
| Redwood Park Advisors LLC | 0.01% | No change | 291 | $12K |
| Private Wealth Management Group, LLC | 0.00% | Add +2.8% | 290 | $12K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -13.0% | 287 | $12K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 285 | $12K |
| Hemington Wealth Management | 0.00% | Add +55.0% | 282 | $11K |
| Pingora Partners LLC | 0.01% | Reduce -37.2% | 270 | $11K |
| Clearstead Trust, LLC | 0.00% | New | 269 | $11K |
| Towne Trust Company, N.A | 0.00% | No change | 263 | $11K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -6.5% | 260 | $11K |
| First Financial Corp. | 0.00% | Reduce -8.8% | 249 | $10K |
| Creative Financial Designs Inc. | 0.00% | Reduce -18.4% | 248 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -20.5% | 236 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -7.0% | 238 | $10K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -17.7% | 232 | $9K |
| Gen-Wealth Partners Inc | 0.00% | Add +23.7% | 230 | $9K |
| Walleye Capital LLC | 0.00% | Reduce -97.0% | 228 | $9K |
| Winch Advisory Services, LLC | 0.00% | No change | 219 | $9K |
| Saudi Central Bank | 0.05% | New | 215 | $9K |
| Tompkins Financial Corp. | 0.00% | No change | 215 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 214 | $9K |
| DT Investment Partners, LLC | 0.00% | No change | 210 | $8K |
| Main Street Group, LTD | 0.00% | No change | 208 | $8K |
| Key Financial Inc | 0.00% | No change | 207 | $8K |
| Eastern Bank | 0.00% | Add +5000.0% | 204 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +94.2% | 202 | $8K |
| Flaharty Asset Management, LLC | 0.00% | New | 200 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 200 | $8K |
| ORG Partners LLC | 0.00% | No change | 200 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -19.2% | 198 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 195 | $8K |
| WPG Advisers, LLC | 0.01% | Reduce -11.4% | 194 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 192 | $8K |
| Park Square Financial Group, LLC | 0.01% | No change | 190 | $8K |
| Centricity Wealth Management, LLC | 0.01% | No change | 183 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | Add +38.6% | 183 | $7K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -11.6% | 176 | $7K |
| SouthState Bank Corp | 0.00% | New | 162 | $7K |
| Sierra Ocean, LLC | 0.00% | No change | 154 | $6K |
| General Partner, Inc. | 0.00% | No change | 150 | $6K |
| Arlington Trust Co LLC | 0.00% | New | 150 | $6K |
| HFM Investment Advisors, LLC | 0.00% | — | 148 | $6K |
| Addison Advisors LLC | 0.00% | No change | 145 | $6K |
| Abound Financial, LLC | 0.00% | New | 140 | $6K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 133 | $5K |
| Dunhill Financial, LLC | 0.00% | Reduce -8.1% | 125 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 123 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -25.5% | 114 | $5K |
| Sandy Spring Bank | 0.00% | Reduce -95.3% | 112 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 112 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -73.0% | 37 | $4K |
| Kestra Investment Management, LLC | 0.00% | Reduce -83.6% | 107 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -84.0% | 105 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 102 | $4K |
| Investors Research Corp | 0.00% | New | 100 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 100 | $4K |
| Bogart Wealth, LLC | 0.00% | Reduce -57.6% | 97 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 96 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.1% | 88 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 84 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +52.7% | 84 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 82 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +17.9% | 79 | $3K |
| Avion Wealth | 0.00% | No change | 76 | $3K |
| Capital Analysts, LLC | 0.00% | New | 70 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +72.1% | 74 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 73 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 68 | $3K |
| Abound Wealth Management | 0.00% | No change | 68 | $3K |
| Red Tortoise LLC | 0.00% | No change | 66 | $3K |
| Archer Investment Corp | 0.00% | No change | 66 | $3K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 60 | $2K |
| ROSS\JOHNSON & Associates LLC | 0.04% | No change | 60 | $2K |
| Adirondack Trust Co. | 0.00% | No change | 55 | $2K |
| IAG Wealth Partners, LLC | 0.00% | No change | 53 | $2K |
| Thompson Investment Management, Inc. | 0.00% | No change | 50 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 50 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 47 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +31.3% | 42 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Add +73.9% | 40 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +37.9% | 40 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -21.7% | 36 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 28 | $1K |
| Clark Wealth Partners | 0.00% | Reduce -10.3% | 26 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Add +400.0% | 25 | $1K |
| Battery Global Advisors, LLC | 0.00% | New | 25 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 21 | $849 |
| Activest Wealth Management | 0.00% | Add +250.0% | 21 | $849 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -41.2% | 20 | $808 |
| Concord Wealth Partners | 0.00% | No change | 20 | $808 |
| Raffa Wealth Management, LLC | 0.00% | No change | 19 | $768 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -70.5% | 18 | $728 |
| Principia Wealth Advisory, LLC | 0.00% | Add +88.9% | 17 | $669 |
| Winnacle Wealth LLC | 0.00% | Add +54.5% | 17 | $662 |
| Aspect Partners, LLC | 0.00% | No change | 16 | $647 |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $607 |
| Rakuten Securities, Inc. | 0.00% | No change | 15 | $606 |
| Rialto Wealth Management, LLC | 0.00% | New | 13 | $526 |
| Hughes Financial Services, LLC | 0.00% | New | 13 | $525 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 12 | $486 |
| Capital A Wealth Management, LLC | 0.00% | Add +33.3% | 12 | $485 |
| Quent Capital, LLC | 0.00% | No change | 12 | $485 |
| Chesapeake Asset Management LLC | 0.00% | New | 10 | $404 |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -97.0% | 9 | $378 |
| YANKCOM Partnership | 0.00% | No change | 9 | $364 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -52.6% | 9 | $364 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 8 | $323 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 8 | $304 |
| American Capital Advisory, LLC | 0.00% | New | 6 | $243 |
| Fortitude Family Office, LLC | 0.00% | No change | 5 | $202 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $162 |
| Legacy Bridge, LLC | 0.00% | New | 4 | $156 |
| GoalVest Advisory LLC | 0.00% | New | 3 | $121 |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -50.0% | 1 | $32 |
"% of holder's portfolio" is FE's weight in each manager's 13F, not the share of Firstenergy Corp. the manager owns.