FirstenergyFE
13F holders, Q2 2025 (June 30)824holders +27
90new positions
69sold out
7famous investors
$40.26avg. 13F price*
At the end of Q2 2025, 824 institutions reported holding Firstenergy Corp. (FE) in their 13F filings, up 27 from Q1 2025. 90 opened new positions and 69 sold out. The largest holders were Capital World Investors ($3.1B), Vanguard Group Inc. ($2.7B) and BlackRock, Inc. ($1.8B). 7 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Firstenergy Corp.
- Sector
- Utilities
- CUSIP
- 337932107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $85.0M |
| Exits | 69 | $397.2M |
All 13F filers, Q1 2025 → Q2 2025: 43,539,874 shares bought and 31,398,466 shares sold, net +12,141,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 824 holders
| Capital World Investors | 0.46% | Add +17.1% | 78,022,620 | $3.1B |
| Vanguard Group Inc. | 0.04% | Add +1.3% | 66,988,086 | $2.7B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 45,033,339 | $1.8B |
| State Street Corp. | 0.06% | Add +2.2% | 38,450,499 | $1.5B |
| Blackstone Inc. | 5.22% | No change | 28,832,099 | $1.2B |
| Boston Partners | 0.73% | Reduce -14.8% | 16,159,003 | $652.7M |
| Geode Capital Management, LLC | 0.04% | Add +1.1% | 13,091,114 | $524.8M |
| Invesco Ltd. | 0.08% | Reduce -1.7% | 12,203,093 | $491.3M |
| Morgan Stanley | 0.03% | Add +7.8% | 10,189,749 | $410.2M |
| Allspring Global Investments Holdings, LLC | 0.62% | Reduce -0.0% | 9,185,350 | $370.9M |
| Neuberger Berman Group LLC | 0.28% | Reduce -2.1% | 8,900,553 | $358.3M |
| Millennium Management | 0.31% | Add +21.6% | 8,407,932 | $338.5M |
| FMR LLC | 0.02% | Reduce -40.7% | 7,876,493 | $317.1M |
| T. Rowe Price Associates Inc. | 0.03% | Add +0.1% | 7,443,360 | $299.7M |
| Federated Hermes, Inc. | 0.52% | Add +198.2% | 6,888,967 | $277.3M |
| JPMorgan Chase & Co. | 0.01% | Add +92.6% | 5,122,708 | $206.2M |
| Legal & General Group Plc | 0.05% | Add +8.6% | 4,715,098 | $189.8M |
| Bank of America Corp. | 0.01% | Add +20.3% | 4,602,788 | $185.3M |
| Northern Trust Corp. | 0.02% | Reduce -0.8% | 4,504,376 | $181.3M |
| Royal Bank of Canada | 0.03% | Add +5.9% | 4,339,577 | $174.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +91.4% | 4,183,870 | $168.4M |
| Soroban Capital Partners LP | 1.44% | Reduce -13.4% | 3,666,066 | $147.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 3,465,592 | $139.5M |
| Franklin Resources Inc. | 0.04% | Add +2.0% | 3,366,413 | $135.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.1% | 3,339,169 | $134.4M |
| UBS Group AG | 0.03% | Reduce -27.7% | 3,319,062 | $133.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +22.8% | 3,271,191 | $131.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.6% | 3,079,842 | $124.0M |
| Nuveen, LLC | 0.03% | Reduce -3.1% | 3,037,856 | $122.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +12.0% | 2,414,561 | $97.2M |
| First Trust Advisors LP | 0.07% | Add +16.2% | 2,098,426 | $84.5M |
| California Public Employees Retirement System | 0.05% | Reduce -17.6% | 2,058,462 | $82.9M |
| Raymond James Financial Inc. | 0.02% | Add +47.7% | 1,779,517 | $71.6M |
| Victory Capital Management Inc. | 0.05% | Add +44.1% | 1,727,018 | $69.4M |
| Barclays PLC | 0.03% | Add +51.5% | 1,684,071 | $67.8M |
| Deutsche Bank AG | 0.03% | Add +7.4% | 1,681,197 | $67.7M |
| Wells Fargo & Company | 0.01% | Add +53.9% | 1,669,881 | $67.2M |
| Swiss National Bank | 0.04% | Add +7.5% | 1,659,644 | $66.8M |
| Brandywine Global Investment Management, LLC | 0.47% | Add +27.6% | 1,645,163 | $66.2M |
| 1832 Asset Management L.P. | 0.11% | Reduce -3.7% | 1,553,483 | $62.5M |
| Marshall Wace, LLP | 0.07% | Add +75.5% | 1,433,463 | $57.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +82.2% | 1,326,830 | $53.4M |
| UniSuper Management Pty Ltd | 0.35% | Add +21.9% | 1,309,475 | $52.7M |
| Duff & Phelps Investment Management Co. | 0.62% | Add +14.6% | 1,304,500 | $52.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.0% | 1,286,247 | $51.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -0.8% | 1,222,853 | $49.2M |
| Verition Fund Management LLC | 0.29% | Add +1512.4% | 1,204,949 | $48.5M |
| Lord, Abbett & Co. LLC | 0.16% | Add +0.4% | 1,192,418 | $48.0M |
| Russell Investments Group, Ltd. | 0.06% | Add +9.7% | 1,091,157 | $43.9M |
| Aberdeen Group plc | 0.07% | Add +4.8% | 1,066,205 | $42.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.22% | Reduce -3.4% | 1,047,781 | $42.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.5% | 1,038,289 | $41.8M |
| LPL Financial LLC | 0.01% | Add +86.2% | 1,034,782 | $41.7M |
| Rhumbline Advisers | 0.04% | Add +1.9% | 1,031,271 | $41.5M |
| Pinebridge Investments, L.P. | 0.33% | Add +297.8% | 1,029,493 | $41.4M |
| Citigroup Inc. | 0.03% | Add +40.6% | 991,897 | $39.9M |
| Sei Investments Co. | 0.05% | Add +11.1% | 991,591 | $39.9M |
| Swiss Life Asset Management Ltd | 0.23% | Add +1.4% | 946,608 | $38.1M |
| Renaissance Technologies | 0.05% | Add +929.3% | 918,200 | $37.0M |
| HSBC Holdings PLC | 0.02% | Reduce -1.3% | 891,129 | $35.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -29.1% | 885,171 | $35.6M |
| National Pension Service | 0.03% | Add +0.7% | 860,246 | $34.6M |
| Hudson Bay Capital Management LP | 0.25% | Add +0.4% | 836,328 | $33.7M |
| Becker Capital Management Inc. | 1.01% | Add +1.8% | 806,771 | $32.5M |
| Bank of Montreal | 0.02% | Reduce -11.9% | 788,585 | $31.7M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -62.6% | 757,282 | $30.5M |
| California State Teachers Retirement System | 0.03% | Add +0.4% | 656,403 | $26.4M |
| D. E. Shaw & Co. | 0.03% | Add +81.8% | 613,696 | $24.7M |
| Susquehanna Fundamental Investments, LLC | 0.66% | Reduce -12.2% | 610,872 | $24.6M |
| Principal Financial Group Inc. | 0.01% | Add +1.6% | 596,571 | $24.0M |
| Alps Advisors Inc. | 0.14% | Reduce -2.2% | 593,341 | $23.9M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +1.2% | 578,633 | $23.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.8% | 578,102 | $23.3M |
| Amundi | 0.01% | Reduce -61.4% | 552,200 | $22.0M |
| Old Republic International Corp. | 0.82% | No change | 521,500 | $21.0M |
| Jane Street Group, LLC | 0.03% | Add +178.8% | 518,890 | $20.9M |
| Citadel Advisors | 0.02% | Reduce -31.9% | 503,446 | $20.3M |
| Trexquant Investment LP | 0.23% | New | 496,121 | $20.0M |
| Prudential Financial Inc. | 0.02% | Add +69.9% | 476,033 | $19.2M |
| Assenagon Asset Management S.A. | 0.03% | Add +7.8% | 463,778 | $18.7M |
| Capital International, Inc. | 0.17% | Add +144.3% | 436,948 | $17.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +33.8% | 425,860 | $17.1M |
| Magellan Asset Management Ltd | 0.19% | Reduce -1.0% | 413,708 | $16.7M |
| AQR Capital Management | 0.01% | Add +58.4% | 413,295 | $16.5M |
| Wedge Capital Management L L P | 0.29% | Add +32.0% | 400,696 | $16.1M |
| Gabelli Funds LLC | 0.12% | Reduce -0.3% | 397,891 | $16.0M |
| New York State Teachers Retirement System | 0.03% | Add +0.0% | 397,898 | $16.0M |
| Yaupon Capital Management LP | 1.06% | Reduce -15.7% | 395,124 | $15.9M |
| Stifel Financial Corp. | 0.01% | Add +48.1% | 381,109 | $15.3M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -0.0% | 373,401 | $15.0M |
| Energy Income Partners, LLC | 0.29% | Add +0.6% | 370,256 | $14.9M |
| Bokf, NA | 0.24% | Add +1.3% | 369,343 | $14.9M |
| Cerity Partners LLC | 0.03% | Add +1.1% | 363,128 | $14.6M |
| National Bank of Canada | 0.02% | Add +48.1% | 359,201 | $14.5M |
| Macquarie Group Ltd. | 0.02% | Reduce -3.9% | 358,233 | $14.4M |
| AE Wealth Management LLC | 0.10% | Add +8.3% | 346,806 | $14.0M |
| State of Wisconsin Investment Board | 0.03% | Add +6.0% | 345,751 | $13.9M |
| Van Eck Associates Corp. | 0.02% | Reduce -2.4% | 339,195 | $13.7M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +15.2% | 321,302 | $12.9M |
| CCM Investment Advisers LLC | 1.28% | Add +0.3% | 294,113 | $11.8M |
| Jefferies Financial Group Inc. | 0.20% | New | 288,492 | $11.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -2.8% | 283,401 | $11.4M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.8% | 280,272 | $11.3M |
| Korea Investment CORP | 0.03% | Reduce -32.4% | 280,254 | $11.3M |
| Mackenzie Financial Corp. | 0.01% | Add +418.0% | 270,183 | $10.9M |
| Natixis Advisors, LLC | 0.02% | Add +79.2% | 267,110 | $10.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -72.8% | 265,117 | $10.7M |
| Illinois Municipal Retirement Fund | 0.14% | Add +719.3% | 262,361 | $10.6M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -2.7% | 256,323 | $10.3M |
| Truist Financial Corp. | 0.01% | Add +69.9% | 253,432 | $10.2M |
| Heartland Advisors Inc. | 0.57% | Reduce -6.9% | 251,892 | $10.1M |
| Susquehanna International Group, LLP | 0.02% | Add +4.0% | 247,268 | $10.0M |
| Advisors Management Group Inc. | 1.86% | Reduce -0.7% | 245,734 | $9.9M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -14.6% | 243,855 | $9.8M |
| New Age Alpha Advisors, LLC | 0.42% | Add +84.1% | 236,251 | $9.5M |
| Toronto Dominion Bank | 0.02% | Add +24.6% | 230,833 | $9.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +29.1% | 226,223 | $9.1M |
| Guggenheim Capital LLC | 0.07% | Add +25.6% | 224,516 | $9.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +3.0% | 218,834 | $8.8M |
| Bollard Group LLC | 0.20% | Add +5.4% | 216,536 | $8.7M |
| Bryn Mawr Trust Advisors, LLC | 0.48% | Add +6.3% | 215,942 | $8.7M |
| Y-Intercept (Hong Kong) Ltd | 0.21% | Add +1797.1% | 212,211 | $8.5M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.3% | 209,067 | $8.4M |
| Van Lanschot Kempen Investment Management N.V. | 0.08% | Add +10.9% | 205,148 | $8.3M |
| TD Asset Management Inc | 0.01% | Add +2.0% | 204,725 | $8.2M |
| Quantinno Capital Management LP | 0.04% | Add +64.2% | 204,700 | $8.2M |
| Cetera Investment Advisers | 0.01% | Add +26.5% | 199,954 | $8.1M |
| Comerica Bank | 0.03% | Add +22.9% | 198,207 | $8.0M |
| BTG Pactual Asset Management US LLC | 1.04% | Add +7.5% | 190,743 | $7.7M |
| Vaughan David Investments LLC | 0.17% | Reduce -83.1% | 189,316 | $7.6M |
| American Century Companies Inc. | 0.00% | Add +360.9% | 189,269 | $7.6M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -4.3% | 185,373 | $7.5M |
| Harvest Portfolios Group Inc. | 0.17% | Add +22.1% | 181,286 | $7.3M |
| Calamos Advisors LLC | 0.05% | No change | 181,057 | $7.3M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +6.7% | 180,920 | $7.3M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -0.7% | 178,077 | $7.2M |
| Voya Investment Management LLC | 0.01% | Reduce -5.4% | 176,592 | $7.1M |
| Magnetar Financial LLC | 0.03% | Add +1155.8% | 173,720 | $6.9M |
| Wealthfront Advisers LLC | 0.02% | Reduce -8.4% | 171,207 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +12.3% | 171,006 | $6.9M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.9% | 170,366 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +77.3% | 162,782 | $6.6M |
| Zions Bancorporation, National Association | 0.35% | Add +123.3% | 162,863 | $6.6M |
| M&T Bank Corp | 0.02% | Add +9.8% | 161,477 | $6.5M |
| SG Americas Securities, LLC | 0.03% | Add +254.1% | 161,080 | $6.5M |
| Arizona State Retirement System | 0.04% | Add +1.2% | 160,249 | $6.5M |
| IFM Investors Pty Ltd | 0.06% | Add +3.5% | 159,203 | $6.4M |
| Investment Management Corp of Ontario | 0.08% | Add +832.1% | 143,978 | $5.8M |
| Berger Financial Group, Inc | 0.37% | Add +1.8% | 143,389 | $5.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.8% | 143,173 | $5.8M |
| Tocqueville Asset Management L.P. | 0.09% | Add +0.1% | 142,741 | $5.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.6% | 140,961 | $5.7M |
| State of Michigan Retirement System | 0.03% | Add +0.4% | 139,644 | $5.6M |
| HRT Financial LP | 0.02% | New | 138,358 | $5.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -73.2% | 136,700 | $5.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.4% | 136,477 | $5.5M |
| South Dakota Investment Council | 0.10% | No change | 132,035 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.1% | 131,466 | $5.3M |
| CIBC Asset Management Inc | 0.02% | Add +15.7% | 129,488 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +20.6% | 127,853 | $5.1M |
| Stablepoint Partners, LLC | 0.87% | Add +2.2% | 127,306 | $5.1M |
| Forsta Ap-Fonden | 0.03% | Reduce -10.2% | 127,000 | $5.1M |
| CHURCHILL MANAGEMENT Corp | 0.06% | New | 125,801 | $5.1M |
| ProShare Advisors LLC | 0.01% | Add +7.3% | 125,710 | $5.1M |
| Czech National Bank | 0.04% | Add +6.6% | 125,558 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 122,708 | $4.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Reduce -1.9% | 121,800 | $4.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +11.7% | 119,270 | $4.8M |
| Richard Bernstein Advisors LLC | 0.12% | No change | 118,823 | $4.8M |
| Edgestream Partners, L.P. | 0.13% | Add +1379.5% | 114,945 | $4.6M |
| Tredje AP-fonden | 0.04% | Add +161.5% | 111,012 | $4.5M |
| Retirement Systems of Alabama | 0.02% | Add +0.0% | 110,223 | $4.4M |
| Mariner, LLC | 0.01% | Add +13.3% | 109,928 | $4.4M |
| New England Asset Management Inc. | 0.72% | Add +0.6% | 109,870 | $4.4M |
| Ontario Teachers Pension Plan Board | 0.09% | New | 108,286 | $4.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -23.1% | 105,556 | $4.2M |
| Knights of Columbus Asset Advisors LLC | 0.25% | Add +3.5% | 103,880 | $4.2M |
| Cornerstone Wealth Group, LLC | 0.31% | Add +4.8% | 102,356 | $4.1M |
| Amalgamated Bank | 0.03% | Reduce -1.3% | 102,175 | $4.1M |
| Xponance LLC | 0.03% | Add +24.9% | 100,309 | $4.0M |
| Brevan Howard Capital Management LP | 0.04% | New | 100,285 | $4.0M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Add +4.8% | 99,800 | $4.0M |
| Sciencast Management LP | 0.81% | Add +11.7% | 97,395 | $3.9M |
| Meridian Wealth Management, LLC | 0.16% | Reduce -6.1% | 94,021 | $3.8M |
| Utah Retirement Systems | 0.04% | Reduce -2.0% | 93,039 | $3.7M |
| Tudor Investment Corporation | 0.03% | Add +958.8% | 92,921 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +74.3% | 91,581 | $3.7M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.2% | 91,171 | $3.7M |
| Jackson Hole Capital Partners, LLC | 0.66% | Add +5.5% | 89,319 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -43.3% | 87,969 | $3.5M |
| Simplex Trading, LLC | 0.09% | Reduce -47.4% | 86,990 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -17.6% | 86,283 | $3.5M |
| Ascent Group, LLC | 0.13% | Reduce -9.4% | 84,993 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.3% | 83,711 | $3.4M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +1.6% | 84,565 | $3.4M |
| Decade Renewable Partners LP | 2.72% | New | 83,290 | $3.4M |
| Teacher Retirement System of Texas | 0.01% | Add +4.0% | 83,257 | $3.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.9% | 80,088 | $3.2M |
| TD Private Client Wealth LLC | 0.08% | Add +71.0% | 80,048 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +120.7% | 79,354 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -6.5% | 76,757 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +1.2% | 76,098 | $3.1M |
| Dynamic Technology Lab Private Ltd | 0.42% | Add +1131.9% | 76,010 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.5% | 75,236 | $3.0M |
| Pacer Advisors, Inc. | 0.01% | Add +2.6% | 74,158 | $3.0M |
| USS Investment Management Ltd | 0.02% | Add +30.2% | 74,010 | $3.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +3.0% | 73,364 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +3.6% | 73,226 | $2.9M |
| Group One Trading LLC | 0.10% | Reduce -45.1% | 73,017 | $2.9M |
| Daymark Wealth Partners, LLC | 0.11% | Reduce -0.1% | 71,390 | $2.9M |
| XTX Topco Ltd | 0.12% | Add +58.0% | 71,356 | $2.9M |
| STRS Ohio | 0.01% | Add +25.0% | 70,164 | $2.8M |
| American Assets Investment Management, LLC | 0.23% | No change | 70,000 | $2.8M |
| New York Life Investment Management LLC | 0.03% | Add +1.8% | 69,826 | $2.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +3.1% | 68,925 | $2.8M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +2.5% | 68,902 | $2.8M |
| Cibc World Markets Corp. | 0.02% | Add +4.2% | 66,077 | $2.7M |
| &partners | 0.02% | Add +34.2% | 66,111 | $2.7M |
| Man Group plc | 0.01% | Reduce -74.8% | 65,572 | $2.6M |
| Creative Planning | 0.00% | Add +30.2% | 64,177 | $2.6M |
| OMERS ADMINISTRATION Corp | 0.02% | Add +218.6% | 62,236 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +9.2% | 61,608 | $2.5M |
| Sowell Financial Services LLC | 0.10% | Add +4.1% | 61,142 | $2.5M |
| Wexford Capital LP | 0.68% | Reduce -18.9% | 60,180 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.2% | 58,898 | $2.4M |
| Larson Financial Group LLC | 0.10% | Add +17.0% | 58,816 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +31.4% | 58,172 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.2% | 57,574 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +41.6% | 57,131 | $2.3M |
| Phraction Management LLC | 0.77% | New | 56,315 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +27.3% | 56,164 | $2.3M |
| Qsemble Capital Management, LP | 0.22% | New | 56,135 | $2.3M |
| Woodline Partners LP | 0.01% | Add +28.2% | 55,568 | $2.2M |
| Cibc World Market Inc. | 0.00% | Reduce -8.4% | 55,419 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Add +19.6% | 55,196 | $2.2M |
| Bank of Nova Scotia | 0.00% | Reduce -74.0% | 55,001 | $2.2M |
| Elo Mutual Pension Insurance Co | 0.04% | Add +16.8% | 54,638 | $2.2M |
| Midwest Trust Co | 0.03% | — | 54,083 | $2.2M |
| Fulton Bank, N.A. | 0.08% | Add +69.1% | 53,585 | $2.2M |
| Portfolio Design Labs, LLC | 0.42% | Reduce -24.4% | 52,739 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +84.7% | 52,238 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.5% | 51,159 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +4.9% | 51,121 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +111.9% | 50,488 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.8% | 49,676 | $2.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 49,601 | $2.0M |
| Schroder Investment Management Group | 0.00% | Add +1.3% | 49,437 | $2.0M |
| US Bancorp \de | 0.00% | Add +11.3% | 48,795 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +49.4% | 48,537 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.22% | Add +0.5% | 48,454 | $2.0M |
| Waterloo Capital, L.P. | 0.16% | New | 47,824 | $1.9M |
| F/m Investments LLC | 0.07% | Add +6.1% | 46,892 | $1.9M |
| NEOS Investment Management LLC | 0.02% | Add +23.6% | 46,703 | $1.9M |
| Canada Post Corp Registered Pension Plan | 0.11% | New | 46,290 | $1.9M |
| Millington Financial Advisors, LLC | 0.94% | Add +24.2% | 44,982 | $1.9M |
| Strategic Advisors LLC | 0.36% | No change | 45,989 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 45,474 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +158.3% | 45,281 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +37.0% | 44,587 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.7% | 44,351 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +52.7% | 42,632 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +10.3% | 42,374 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.1% | 42,306 | $1.7M |
| GAMCO Investors | 0.02% | Reduce -2.1% | 41,415 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -1.0% | 41,341 | $1.7M |
| Altman Advisors, Inc. | 0.68% | Add +2.1% | 41,207 | $1.7M |
| Park Avenue Securities LLC | 0.02% | New | 40,871 | $1.6M |
| United Asset Strategies, Inc. | 0.14% | Reduce -0.2% | 40,720 | $1.6M |
| Linden Thomas Advisory Services, LLC | 0.18% | Add +4.3% | 40,500 | $1.6M |
| Merit Financial Group, LLC | 0.02% | Add +11.3% | 40,429 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +1.5% | 40,237 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +17.7% | 39,807 | $1.6M |
| Redwood Investment Management, LLC | 0.17% | Reduce -9.0% | 39,601 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 38,005 | $1.5M |
| Andra AP-fonden | 0.02% | Reduce -60.4% | 37,510 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +2.6% | 37,404 | $1.5M |
| Kentucky Retirement Systems | 0.04% | Reduce -6.2% | 36,887 | $1.5M |
| Holocene Advisors, LP | 0.00% | Reduce -81.1% | 36,871 | $1.5M |
| Commerce Bank | 0.01% | Reduce -4.1% | 36,766 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Add +14.1% | 36,526 | $1.5M |
| Mizuho Securities USA LLC | 0.03% | — | 35,506 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.9% | 35,108 | $1.4M |
| Leo Wealth, LLC | 0.11% | New | 35,103 | $1.4M |
| Versor Investments LP | 0.24% | Add +385.9% | 34,500 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.9% | 34,484 | $1.4M |
| AlphaQuest LLC | 0.13% | Add +39.8% | 33,712 | $1.4M |
| Beacon Financial Advisory LLC | 0.35% | Add +425.5% | 33,310 | $1.3M |
| Virtu Financial LLC | 0.07% | Add +469.1% | 33,280 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +18.3% | 33,192 | $1.3M |
| Cherokee Insurance Co | 0.58% | No change | 33,000 | $1.3M |
| Callahan Advisors, LLC | 0.12% | No change | 32,600 | $1.3M |
| Tyler-Stone Wealth Management | 0.21% | Add +44.6% | 32,427 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +23.6% | 31,943 | $1.3M |
| Arvest Bank Trust Division | 0.07% | Add +2.4% | 31,634 | $1.3M |
| KBC Group NV | 0.00% | No change | 31,625 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.1% | 31,464 | $1.3M |
| Quadcap Wealth Management, LLC | 0.16% | Add +0.8% | 31,010 | $1.2M |
| Norinchukin Bank, The | 0.02% | Add +8.7% | 30,974 | $1.2M |
| Hartford Investment Management Co. | 0.04% | Reduce -0.8% | 30,963 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Add +21.2% | 30,925 | $1.2M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -2.0% | 30,896 | $1.2M |
| Raleigh Capital Management Inc. | 0.52% | Add +118.1% | 30,733 | $1.2M |
| Prudential PLC | 0.01% | No change | 30,163 | $1.2M |
| Capital International Sarl | 0.02% | Add +3.0% | 30,151 | $1.2M |
| Pensionfund Sabic | 0.34% | Reduce -10.8% | 29,900 | $1.2M |
| Private Capital Management, LLC | 0.12% | Reduce -15.4% | 29,727 | $1.2M |
| Balanced Wealth Group LLC | 0.52% | Reduce -0.3% | 27,990 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -37.1% | 29,362 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Add +0.3% | 28,436 | $1.1M |
| Spirit of America Management Corp. | 0.23% | Add +14.3% | 27,950 | $1.1M |
| Teza Capital Management LLC | 0.83% | Add +223.2% | 27,533 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.8% | 27,100 | $1.1M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -13.1% | 27,003 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | No change | 26,912 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -1.2% | 26,747 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.0% | 26,631 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.21% | Reduce -1.3% | 26,476 | $1.1M |
| Nordea Investment Management AB | 0.00% | Add +3.7% | 26,621 | $1.1M |
| Profund Advisors LLC | 0.04% | Add +27.8% | 25,824 | $1.0M |
| Railway Pension Investments Ltd | 0.01% | No change | 25,500 | $1.0M |
| First Bank & Trust | 0.18% | New | 24,912 | $1.0M |
| Verdence Capital Advisors LLC | 0.07% | Add +125.5% | 24,694 | $994K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.5% | 24,684 | $994K |
| Twinbeech Capital LP | 0.02% | Add +2.8% | 24,396 | $982K |
| Daiichi Life Insurance Co., Ltd. | 0.03% | No change | 24,224 | $975K |
| New Mexico Educational Retirement Board | 0.03% | No change | 23,940 | $964K |
| Morton Community Bank | 0.24% | Reduce -74.0% | 23,866 | $961K |
| AdvisorNet Financial, Inc | 0.06% | Add +40.0% | 23,864 | $961K |
| Focus Partners Wealth | 0.00% | Add +10.7% | 23,440 | $944K |
| Wealth Alliance, LLC | 0.10% | Add +115.2% | 23,258 | $936K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -5.0% | 23,139 | $932K |
| Arvest Investments, Inc. | 0.14% | Reduce -1.2% | 23,053 | $928K |
| Independent Advisor Alliance | 0.03% | Add +1.1% | 22,989 | $926K |
| Scientech Research LLC | 0.22% | New | 22,817 | $919K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 22,800 | $918K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.7% | 22,731 | $915K |
| Equitable Trust Co. | 0.05% | Reduce -0.0% | 22,670 | $913K |
| Jones Financial Companies LLLP | 0.00% | Add +28.6% | 22,479 | $897K |
| Bleakley Financial Group, LLC | 0.02% | Add +52.5% | 21,703 | $874K |
| Oak Thistle LLC | 0.13% | New | 21,691 | $873K |
| Navalign, LLC | 0.24% | Add +0.1% | 21,538 | $867K |
| Vident Advisory, LLC | 0.01% | Reduce -49.7% | 21,472 | $864K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +13.6% | 21,355 | $860K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -4.3% | 21,275 | $857K |
| Machina Capital S.A.S. | 0.18% | New | 21,078 | $849K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.3% | 20,914 | $842K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -98.8% | 20,900 | $841K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 20,858 | $840K |
| Oppenheimer & Co. Inc. | 0.01% | Add +15.0% | 20,426 | $822K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 20,194 | $813K |
| Huber Capital Management LLC | 0.13% | Add +12.6% | 19,700 | $793K |
| Tranquility Partners, LLC | 0.28% | Add +8.2% | 19,651 | $791K |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.8% | 19,400 | $781K |
| Neo Ivy Capital Management | 0.25% | New | 19,104 | $769K |
| Private Advisor Group, LLC | 0.00% | Add +4.8% | 18,998 | $765K |
| My Legacy Advisors, LLC | 0.27% | Add +3.9% | 18,861 | $764K |
| PFG Investments, LLC | 0.04% | Add +1.1% | 18,937 | $762K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +11.4% | 18,906 | $761K |
| Metis Global Partners, LLC | 0.02% | Reduce -11.1% | 18,768 | $756K |
| Empirical Finance, LLC | 0.04% | Add +0.6% | 18,729 | $754K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 18,552 | $747K |
| Voleon Capital Management LP | 0.04% | New | 18,538 | $746K |
| International Assets Investment Management, LLC | 0.06% | Add +1.7% | 18,344 | $739K |
| Volterra Technologies LP | 1.00% | — | 18,318 | $737K |
| Vestcor Inc | 0.02% | Reduce -19.2% | 18,259 | $735K |
| HighPoint Advisor Group LLC | 0.04% | Add +10.8% | 17,862 | $719K |
| Squarepoint Ops LLC | 0.00% | Reduce -99.1% | 17,351 | $699K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 17,050 | $686K |
| Benjamin Edwards Inc. | 0.01% | Add +147.7% | 16,939 | $682K |
| Spire Wealth Management | 0.02% | Add +575.6% | 16,910 | $681K |
| Glenview Trust Co | 0.01% | Add +12.1% | 16,801 | $676K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +2.7% | 16,713 | $673K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 16,386 | $660K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 16,284 | $656K |
| Ethos Financial Group, LLC | 0.06% | No change | 16,200 | $652K |
| Elevated Capital Advisors, LLC | 0.18% | No change | 16,125 | $652K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -68.1% | 16,134 | $650K |
| Vise Technologies, Inc. | 0.03% | — | 16,059 | $647K |
| Twelve Points Wealth Management LLC | 0.17% | Add +1.2% | 15,969 | $643K |
| Fourpath Capital Management, LLC | 0.10% | Add +111.8% | 15,925 | $641K |
| Jump Financial, LLC | 0.01% | Add +100.0% | 15,792 | $636K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Reduce -6.5% | 15,656 | $630K |
| Snowden Capital Advisors LLC | 0.02% | Add +26.3% | 15,564 | $627K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +20.6% | 15,451 | $622K |
| QRG Capital Management, Inc. | 0.01% | Add +9.4% | 15,445 | $622K |
| Meyer Handelman Co. | 0.02% | Add +3.3% | 15,362 | $618K |
| Mgo One Seven LLC | 0.02% | Add +35.6% | 15,104 | $608K |
| San Luis Wealth Advisors LLC | 0.13% | Add +35.5% | 14,840 | $597K |
| denkapparat Operations GmbH | 0.48% | No change | 14,814 | $596K |
| Csenge Advisory Group | 0.03% | Reduce -2.6% | 14,091 | $591K |
| Zacks Investment Management | 0.01% | Add +104.6% | 14,422 | $581K |
| Ostrum Asset Management | 0.03% | Reduce -2.8% | 14,354 | $578K |
| Bearing Point Capital, LLC | 0.10% | Add +0.7% | 14,095 | $567K |
| Argent Trust Co | 0.02% | Add +13.6% | 13,876 | $559K |
| Bessemer Group Inc. | 0.00% | Add +0.8% | 13,807 | $556K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 13,646 | $549K |
| Oxford Asset Management LLP | 0.18% | New | 13,518 | $544K |
| Everstar Asset Management, LLC | 0.33% | Add +12.7% | 13,385 | $539K |
| Choreo, LLC | 0.01% | Add +23.0% | 13,348 | $537K |
| Empowered Funds, LLC | 0.01% | Add +18.1% | 13,246 | $533K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +79.0% | 13,169 | $530K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +13.9% | 13,117 | $528K |
| Keybank National Association | 0.00% | Reduce -3.6% | 13,071 | $526K |
| Scotia Capital Inc. | 0.00% | Reduce -2.0% | 13,036 | $525K |
| FSM Wealth Advisors, LLC | 0.08% | Add +45.0% | 13,065 | $521K |
| 111 Capital | 0.09% | New | 12,839 | $517K |
| Savant Capital, LLC | 0.00% | Add +5.5% | 12,839 | $517K |
| Two Sigma Securities, LLC | 0.06% | Reduce -0.5% | 12,445 | $501K |
| Rockport Wealth LLC | 0.12% | New | 12,410 | $500K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -3.0% | 12,324 | $496K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.4% | 12,220 | $492K |
| LWM Advisory Services, LLC | 0.34% | Add +18.7% | 12,074 | $486K |
| Cwm, LLC | 0.00% | Add +2.0% | 12,044 | $485K |
| Advisory Services Network, LLC | 0.01% | New | 11,285 | $482K |
| Portman Square Capital LLP | 0.96% | New | 11,906 | $479K |
| GAMMA Investing LLC | 0.03% | Add +11.3% | 11,891 | $479K |
| Centennial Wealth Advisory LLC | 0.15% | Add +9.0% | 11,773 | $474K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.2% | 11,675 | $470K |
| Portside Wealth Group, LLC | 0.07% | Reduce -0.7% | 11,451 | $461K |
| Norden Group LLC | 0.05% | Reduce -0.4% | 11,414 | $460K |
| Mufg Securities Americas Inc. | 0.04% | Add +25.4% | 11,384 | $458K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +0.8% | 11,310 | $455K |
| Old North State Wealth Management, LLC | 0.24% | Add +1.8% | 11,270 | $454K |
| Arkadios Wealth Advisors | 0.01% | Reduce -16.9% | 11,273 | $454K |
| Regions Financial Corp. | 0.00% | Reduce -2.1% | 11,208 | $451K |
| R Squared Ltd | 0.25% | Reduce -34.7% | 11,137 | $448K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.1% | 10,924 | $440K |
| DRW Securities, LLC | 0.03% | Add +109.9% | 10,948 | $439K |
| Contravisory Investment Management, Inc. | 0.09% | New | 10,860 | $437K |
| Banque Cantonale Vaudoise | 0.02% | New | 10,854 | $437K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +11.9% | 10,799 | $435K |
| HBK Sorce Advisory LLC | 0.01% | Add +11.5% | 10,794 | $435K |
| HB Wealth Management, LLC | 0.00% | Add +3.5% | 10,743 | $433K |
| World Investment Advisors | 0.01% | Add +7.0% | 10,648 | $429K |
| Moors & Cabot, Inc. | 0.02% | Add +6.6% | 10,643 | $428K |
| Fortis Group Advisors, LLC | 0.08% | New | 10,019 | $428K |
| SageView Advisory Group, LLC | 0.02% | Add +2.3% | 10,253 | $425K |
| Equitable Holdings, Inc. | 0.00% | Reduce -6.2% | 10,530 | $424K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.0% | 10,449 | $421K |
| Stephens Inc. | 0.01% | Add +40.7% | 10,432 | $420K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.5% | 10,248 | $413K |
| Cornell Pochily Investment Advisors, Inc. | 0.13% | Reduce -13.8% | 10,216 | $411K |
| Prossimo Advisors, LLC | 0.33% | Reduce -3.4% | 10,220 | $411K |
| Chicago Partners Investment Group LLC | 0.01% | Add +8.3% | 9,923 | $409K |
| Welch Group, LLC | 0.02% | Add +0.6% | 10,063 | $405K |
| Greenleaf Trust | 0.00% | Add +1.7% | 10,028 | $404K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.9% | 9,980 | $402K |
| Ti-Trust, Inc. | 0.27% | No change | 9,865 | $397K |
| CW Advisors, LLC | 0.00% | New | 9,855 | $397K |
| Everhart Financial Group, Inc. | 0.05% | Add +7.8% | 9,853 | $397K |
| Smithfield Trust Co | 0.02% | No change | 9,849 | $396K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.7% | 9,812 | $395K |
| Asahi Life Asset Management Co., LTD. | 0.23% | Add +19.9% | 9,810 | $395K |
| Aster Capital Management (DIFC) Ltd | 0.09% | Reduce -69.2% | 9,775 | $394K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -11.7% | 9,741 | $392K |
| Ieq Capital, LLC | 0.00% | New | 9,725 | $392K |
| Aigen Investment Management, LP | 0.05% | Reduce -52.2% | 9,669 | $389K |
| Huntington National Bank | 0.00% | Add +6.6% | 9,657 | $389K |
| Waverly Advisors, LLC | 0.00% | Add +1.2% | 9,648 | $388K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.2% | 9,500 | $382K |
| Lumbard & Kellner, LLC | 0.17% | Reduce -85.5% | 9,485 | $382K |
| Lazard Asset Management LLC | 0.00% | No change | 9,441 | $380K |
| Aviva PLC | 0.00% | No change | 9,294 | $374K |
| Tritonpoint Wealth, LLC | 0.03% | Add +0.2% | 9,206 | $371K |
| Total Wealth Planning & Management, Inc. | 0.32% | Add +3.4% | 9,200 | $370K |
| Presper Financial Architects, LLC | 0.28% | — | 9,193 | $370K |
| Scott Marsh Financial, LLC | 0.14% | — | 9,152 | $368K |
| Lido Advisors, LLC | 0.00% | Add +5.5% | 9,113 | $367K |
| Tidal Investments LLC | 0.00% | Add +1.6% | 9,088 | $366K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 9,077 | $365K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.4% | 8,884 | $358K |
| Callan Family Office, LLC | 0.01% | New | 8,860 | $357K |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.3% | 8,802 | $354K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.7% | 8,736 | $352K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.6% | 8,698 | $350K |
| Blair William & Co. | 0.00% | Reduce -18.3% | 8,694 | $350K |
| Brown Advisory Inc. | 0.00% | Add +5.3% | 8,686 | $350K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.6% | 8,674 | $349K |
| Breakwater Capital Group | 0.06% | No change | 8,517 | $343K |
| Horizon Investments, LLC | 0.01% | Add +11.8% | 8,551 | $341K |
| Praxis Investment Management Inc. | 0.02% | Reduce -41.2% | 8,440 | $340K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.1% | 8,397 | $338K |
| Allianz Asset Management GmbH | 0.00% | Reduce -29.9% | 8,355 | $336K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -5.7% | 7,648 | $334K |
| V-Square Quantitative Management LLC | 0.04% | Reduce -13.0% | 8,162 | $329K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 8,132 | $327K |
| MAI Capital Management | 0.00% | Reduce -5.7% | 8,092 | $326K |
| Smith Group Asset Management, LLC | 0.02% | No change | 8,000 | $322K |
| Meeder Advisory Services, Inc. | 0.02% | Add +7.3% | 7,967 | $321K |
| Wellington Management Group LLP | 0.00% | New | 7,924 | $319K |
| Axq Capital, LP | 0.10% | Reduce -35.1% | 7,799 | $314K |
| Dakota Wealth Management | 0.01% | Add +2.0% | 7,786 | $313K |
| Vontobel Holding Ltd. | 0.00% | No change | 7,684 | $309K |
| Danske Bank A/S | 0.00% | Add +24.3% | 7,662 | $308K |
| Broadleaf Partners, LLC | 0.07% | Reduce -39.5% | 7,650 | $308K |
| Quadrant Capital Group LLC | 0.01% | Reduce -11.1% | 7,635 | $307K |
| Global Retirement Partners, LLC | 0.01% | — | 7,564 | $305K |
| IFP Advisors, Inc | 0.01% | Add +4.2% | 7,545 | $304K |
| RKL Wealth Management LLC | 0.03% | Add +0.1% | 7,530 | $303K |
| Waycross Partners, LLC | 0.03% | New | 7,449 | $300K |
| International Private Wealth Advisors LLC | 0.26% | Reduce -2.0% | 7,428 | $299K |
| LOM Asset Management Ltd | 0.10% | — | 7,390 | $298K |
| Park Place Capital Corp | 0.07% | Add +130.6% | 7,360 | $297K |
| Gibbs Wealth Management | 0.06% | Add +22.5% | 7,374 | $297K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.2% | 7,354 | $296K |
| Burford Brothers, Inc. | 0.14% | Reduce -1.1% | 7,305 | $294K |
| Wedmont Private Capital | 0.01% | Add +13.7% | 7,293 | $293K |
| Journey Strategic Wealth LLC | 0.01% | New | 7,272 | $293K |
| Mystic Asset Management, Inc. | 0.07% | No change | 7,258 | $292K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 7,252 | $292K |
| Bank of Stockton | 0.08% | Reduce -1.1% | 7,013 | $282K |
| CHICAGO TRUST Co NA | 0.04% | New | 7,000 | $282K |
| Montag A & Associates Inc. | 0.01% | Add +29.6% | 6,998 | $282K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 6,991 | $281K |
| Keudell/Morrison Wealth Management | 0.06% | New | 6,965 | $280K |
| Centiva Capital, LP | 0.02% | New | 6,891 | $277K |
| SkyView Investment Advisors, LLC | 0.04% | New | 6,937 | $277K |
| Allworth Financial LP | 0.00% | Add +33.5% | 6,858 | $276K |
| Petrus Trust Company, LTA | 0.03% | Reduce -59.9% | 6,845 | $276K |
| Harbour Capital Advisors, LLC | 0.06% | New | 6,915 | $275K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.3% | 6,790 | $273K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.1% | 6,729 | $271K |
| Camden National Bank | 0.04% | Reduce -2.9% | 6,693 | $269K |
| Brooklyn Investment Group | 0.04% | Add +45.8% | 6,650 | $268K |
| First Foundation Advisors | 0.01% | Add +11.3% | 6,591 | $265K |
| Intrust Bank NA | 0.02% | New | 6,461 | $260K |
| Wesbanco Bank Inc. | 0.01% | Add +22.6% | 6,458 | $260K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.5% | 6,444 | $259K |
| iSAM Funds (UK) Ltd | 0.06% | New | 6,384 | $257K |
| Brighton Jones LLC | 0.01% | Add +1.0% | 6,377 | $257K |
| 1858 Wealth Management, LLC | 0.19% | Add +17.9% | 6,349 | $256K |
| GeoWealth Management, LLC | 0.01% | Add +33.5% | 6,314 | $254K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.2% | 6,269 | $252K |
| Brookstone Capital Management | 0.00% | Reduce -14.7% | 6,253 | $252K |
| Good Life Advisors, LLC | 0.02% | Add +7.4% | 6,232 | $251K |
| Wells Trecaso Financial Group, LLC | 0.08% | Reduce -46.5% | 6,200 | $250K |
| Farmers Trust Co. | 0.05% | Add +0.0% | 6,199 | $250K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.1% | 6,190 | $249K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.4% | 6,167 | $248K |
| One Wealth Advisors, LLC | 0.03% | No change | 6,087 | $245K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +10.4% | 6,065 | $244K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 6,043 | $243K |
| Arax Advisory Partners | 0.01% | Add +44.0% | 4,200 | $243K |
| Coldstream Capital Management Inc. | 0.00% | Add +8.5% | 6,012 | $242K |
| Intrua Financial, LLC | 0.03% | Add +13.2% | 6,010 | $242K |
| Financial Advisors Network, Inc. | 0.04% | New | 5,997 | $241K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.6% | 5,932 | $239K |
| Townsquare Capital LLC | 0.02% | Reduce -91.9% | 5,923 | $238K |
| Lantz Financial LLC | 0.06% | New | 5,905 | $238K |
| Allegheny Financial Group | 0.05% | Reduce -1.0% | 5,902 | $238K |
| Level Four Advisory Services, LLC | 0.01% | Add +9.9% | 5,810 | $234K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.5% | 5,749 | $231K |
| IHT Wealth Management, LLC | 0.01% | Add +1.4% | 5,677 | $229K |
| Glenmede Investment Management, LP | 0.00% | — | 5,642 | $227K |
| Searle & Co. | 0.06% | Reduce -21.1% | 5,621 | $226K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +10.9% | 5,605 | $226K |
| Essex Financial Services, Inc. | 0.01% | Reduce -9.7% | 5,530 | $223K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.8% | 5,461 | $220K |
| Continuum Advisory, LLC | 0.03% | Add +1.1% | 5,453 | $220K |
| Alpha Family Trust | 0.11% | No change | 5,435 | $219K |
| John G Ullman & Associates Inc. | 0.03% | No change | 5,400 | $217K |
| Cigna Investments Inc. | 0.04% | Reduce -4.9% | 5,349 | $216K |
| Advisors Capital Management, LLC | 0.00% | Reduce -0.3% | 5,335 | $215K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -15.2% | 5,307 | $214K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.01% | No change | 5,290 | $213K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.0% | 5,283 | $213K |
| WT Wealth Management | 0.06% | New | 5,272 | $212K |
| Lionshead Wealth Management, LLC | 0.20% | Reduce -0.3% | 5,270 | $212K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -9.9% | 5,255 | $212K |
| Apollon Wealth Management, LLC | 0.00% | New | 5,253 | $211K |
| Sterling Investment Counsel, LLC | 0.12% | Reduce -7.0% | 5,207 | $210K |
| Patton Fund Management, Inc. | 0.05% | New | 5,202 | $209K |
| Boothbay Fund Management, LLC | 0.01% | New | 5,202 | $209K |
| Code Waechter LLC | 0.15% | New | 5,180 | $209K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -11.8% | 5,176 | $208K |
| Naples Global Advisors, LLC | 0.02% | New | 5,170 | $208K |
| LMR Partners LLP | 0.00% | Add +415.9% | 5,154 | $208K |
| Synovus Financial Corp. | 0.00% | New | 5,069 | $204K |
| Signaturefd, LLC | 0.00% | Add +31.7% | 5,028 | $202K |
| Genesis Private Wealth, LLC | 0.10% | New | 5,011 | $202K |
| Diversified Enterprises, LLC | 0.01% | Add +0.1% | 4,992 | $201K |
| Longboard Asset Management, LP | 0.50% | No change | 4,979 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,887 | $197K |
| CX Institutional | 0.01% | Add +7.2% | 4,609 | $186K |
| Private Trust Co. NA | 0.02% | Add +67.4% | 4,618 | $186K |
| CoreCap Advisors, LLC | 0.01% | Add +160.3% | 4,529 | $182K |
| S&T Bank | 0.06% | Add +0.6% | 4,501 | $181K |
| Richardson Financial Services Inc. | 0.11% | Reduce -1.1% | 4,188 | $169K |
| Clearstead Advisors, LLC | 0.00% | Add +40.0% | 4,000 | $161K |
| Anchor Investment Management, LLC | 0.01% | No change | 4,000 | $161K |
| Lanark Financial, Inc. | 0.01% | Add +29.9% | 3,855 | $155K |
| HM Payson & Co. | 0.00% | Add +57.2% | 3,821 | $154K |
| Principal Securities, Inc. | 0.00% | Add +25.9% | 3,620 | $146K |
| Y.D. More Investments Ltd | 0.01% | Add +25.0% | 3,617 | $144K |
| Matrix Trust Co | 0.02% | Add +3.8% | 3,580 | $144K |
| Siemens Fonds Invest GmbH | 0.01% | Add +1.7% | 3,357 | $135K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.1% | 3,235 | $130K |
| Roxbury Financial LLC | 0.13% | Reduce -2.2% | 3,196 | $129K |
| Curat Global, LLC | 0.11% | Add +3.4% | 2,987 | $120K |
| CI Investments Inc. | 0.00% | Add +5.8% | 2,916 | $117K |
| Parallel Advisors, LLC | 0.00% | Add +8.8% | 2,849 | $115K |
| Bank & Trust Co | 0.09% | No change | 2,827 | $114K |
| Ancora Advisors LLC | 0.00% | Add +5.7% | 2,769 | $111K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -24.4% | 2,565 | $102K |
| First PREMIER Bank | 0.02% | No change | 2,510 | $101K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.9% | 2,501 | $101K |
| CENTRAL TRUST Co | 0.00% | No change | 2,467 | $99K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,382 | $96K |
| Oakworth Capital, Inc. | 0.01% | Reduce -20.6% | 2,317 | $93K |
| Catalyst Capital Advisors LLC | 0.00% | Add +7.6% | 2,267 | $91K |
| Stone House Investment Management, LLC | 0.02% | Add +1.0% | 2,191 | $88K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.4% | 2,094 | $84K |
| Blue Trust, Inc. | 0.00% | Reduce -6.4% | 2,012 | $81K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.7% | 1,980 | $79K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,931 | $78K |
| Quarry LP | 0.02% | New | 1,868 | $75K |
| Manchester Capital Management LLC | 0.01% | Add +15.2% | 1,834 | $74K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,789 | $72K |
| Cromwell Holdings LLC | 0.04% | Add +3.8% | 1,745 | $70K |
| Independence Bank of Kentucky | 0.01% | Reduce -12.8% | 1,710 | $69K |
| Walleye Capital LLC | 0.00% | Add +647.8% | 1,705 | $69K |
| UMB Bank, n.a. | 0.00% | Add +29.7% | 1,665 | $67K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.4% | 1,630 | $66K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 1,625 | $65K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,559 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.5% | 1,550 | $62K |
| MUFG Securities EMEA plc | 0.00% | New | 1,511 | $61K |
| Rossby Financial, LCC | 0.02% | Reduce -27.0% | 1,475 | $59K |
| Headlands Technologies LLC | 0.01% | New | 1,365 | $55K |
| CYBER HORNET ETFs LLC | 0.04% | New | 1,348 | $54K |
| Crews Bank & Trust | 0.01% | No change | 1,333 | $54K |
| Rise Advisors, LLC | 0.02% | Add +1.1% | 1,332 | $54K |
| Stephens Consulting, LLC | 0.01% | Add +1.3% | 1,262 | $51K |
| CVA Family Office, LLC | 0.01% | Add +10.7% | 1,168 | $47K |
| First United Bank & Trust | 0.02% | No change | 1,162 | $47K |
| WFA of San Diego, LLC | 0.03% | — | 1,150 | $46K |
| Olistico Wealth, LLC | 0.02% | Add +120.0% | 1,100 | $44K |
| Truvestments Capital LLC | 0.01% | Add +128.0% | 1,076 | $43K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.5% | 1,070 | $43K |
| Tsfg, LLC | 0.01% | No change | 1,072 | $43K |
| Brown Brothers Harriman & Co. | 0.00% | Add +454.7% | 1,065 | $43K |
| Colonial Trust Co / SC | 0.01% | Add +2.0% | 1,061 | $43K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 1,021 | $41K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | No change | 1,000 | $40K |
| CNB Bank | 0.02% | Reduce -13.0% | 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 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.6% | 998 | $40K |
| Versant Capital Management, Inc | 0.01% | Reduce -16.8% | 992 | $40K |
| Nova Wealth Management, Inc. | 0.03% | Add +8.0% | 985 | $40K |
| Sachetta, LLC | 0.02% | Add +0.2% | 952 | $38K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.8% | 869 | $38K |
| Ridgewood Investments LLC | 0.02% | No change | 916 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 879 | $35K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.1% | 863 | $35K |
| Caldwell Trust Co | 0.00% | No change | 862 | $35K |
| City Holding Co. | 0.00% | No change | 862 | $35K |
| City State Bank | 0.01% | No change | 860 | $35K |
| Bernard Wealth Management Corp. | 0.02% | No change | 828 | $33K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -38.3% | 807 | $32K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.5% | 795 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 805 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 780 | $31K |
| Covestor Ltd | 0.02% | Add +3.4% | 730 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -22.4% | 711 | $29K |
| NewSquare Capital LLC | 0.00% | Reduce -1.4% | 705 | $28K |
| Rothschild Investment LLC | 0.00% | Reduce -1.6% | 677 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +186.4% | 676 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +797.3% | 664 | $27K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 650 | $26K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 640 | $26K |
| State of Wyoming | 0.00% | New | 630 | $25K |
| Cranbrook Wealth Management, LLC | 0.01% | Add +33.5% | 622 | $25K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 601 | $24K |
| Capital A Wealth Management, LLC | 0.25% | Add +5050.0% | 618 | $23K |
| CoreFirst Bank & Trust | 0.01% | New | 552 | $22K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 533 | $21K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 522 | $21K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -6.7% | 515 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | New | 512 | $21K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $20K |
| South Plains Financial, Inc. | 0.01% | No change | 500 | $20K |
| Canton Hathaway, LLC | 0.00% | No change | 500 | $20K |
| Hilltop National Bank | 0.01% | — | 487 | $20K |
| Compass Financial Services Inc | 0.01% | New | 459 | $18K |
| GoalVest Advisory LLC | 0.00% | Add +14733.3% | 445 | $18K |
| First Pacific Financial | 0.00% | New | 434 | $17K |
| Bogart Wealth, LLC | 0.00% | Add +344.3% | 431 | $17K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 400 | $16K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 395 | $16K |
| Logan Capital Management Inc. | 0.00% | No change | 390 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 380 | $15K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +114.8% | 378 | $15K |
| Hemington Wealth Management | 0.00% | Add +37.6% | 388 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -0.5% | 365 | $15K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 357 | $14K |
| Summit Securities Group LLC | 0.01% | New | 345 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 340 | $14K |
| Accredited Wealth Management, LLC | 0.01% | Add +0.6% | 337 | $14K |
| Clearstead Trust, LLC | 0.00% | Add +20.4% | 324 | $13K |
| Graney & King, LLC | 0.01% | No change | 323 | $13K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 323 | $13K |
| GW&K Investment Management, LLC | 0.00% | Add +1.5% | 334 | $13K |
| SRH Advisors, LLC | 0.00% | No change | 308 | $12K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.3% | 299 | $12K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 300 | $12K |
| Redwood Park Advisors LLC | 0.01% | Add +1.0% | 294 | $12K |
| Private Wealth Management Group, LLC | 0.00% | No change | 290 | $12K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.3% | 288 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 264 | $12K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 285 | $11K |
| Tortoise Investment Management, LLC | 0.00% | Add +18.5% | 275 | $11K |
| Gen-Wealth Partners Inc | 0.00% | Add +18.3% | 272 | $11K |
| Pingora Partners LLC | 0.01% | No change | 270 | $11K |
| Towne Trust Company, N.A | 0.00% | No change | 263 | $11K |
| New England Capital Financial Advisors LLC | 0.00% | Add +31.8% | 261 | $11K |
| Rakuten Securities, Inc. | 0.00% | Add +1626.7% | 259 | $10K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -0.8% | 258 | $10K |
| First Financial Corp. | 0.00% | No change | 249 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 248 | $10K |
| ORG Partners LLC | 0.00% | Add +23.5% | 247 | $10K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -37.8% | 239 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 238 | $10K |
| Winch Advisory Services, LLC | 0.00% | No change | 219 | $9K |
| TruNorth Capital Management, LLC | 0.00% | Reduce -69.4% | 216 | $9K |
| Tompkins Financial Corp. | 0.00% | No change | 215 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 214 | $9K |
| Main Street Group, LTD | 0.00% | No change | 208 | $8K |
| Key Financial Inc | 0.00% | No change | 207 | $8K |
| Eastern Bank | 0.00% | No change | 204 | $8K |
| WPG Advisers, LLC | 0.01% | Add +4.1% | 202 | $8K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 200 | $8K |
| Costello Asset Management, INC | 0.00% | New | 200 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -33.9% | 195 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 195 | $8K |
| Park Square Financial Group, LLC | 0.01% | No change | 190 | $8K |
| Centricity Wealth Management, LLC | 0.01% | No change | 183 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | New | 175 | $7K |
| PMV Capital Advisers, LLC | 0.02% | New | 170 | $7K |
| Whittier Trust Co. | 0.00% | Reduce -61.4% | 162 | $7K |
| HFM Investment Advisors, LLC | 0.00% | Add +7.4% | 159 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 157 | $6K |
| Westside Investment Management, Inc. | 0.00% | New | 153 | $6K |
| General Partner, Inc. | 0.00% | No change | 150 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 150 | $6K |
| True Wealth Design, LLC | 0.00% | Add +38.1% | 145 | $6K |
| Addison Advisors LLC | 0.00% | No change | 145 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +620.0% | 144 | $6K |
| Abound Wealth Management | 0.00% | Add +107.3% | 141 | $6K |
| St Germain D J Co. Inc. | 0.00% | Add +35.0% | 135 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +9.7% | 125 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -23.5% | 124 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 123 | $5K |
| American National Bank & Trust | 0.00% | New | 121 | $5K |
| Byrne Asset Management LLC | 0.00% | New | 120 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 112 | $4K |
| Whipplewood Advisors, LLC | 0.00% | Add +197.3% | 110 | $4K |
| Howard Hughes Medical Institute | 0.00% | New | 110 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -91.3% | 107 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | New | 105 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 102 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 102 | $4K |
| Investors Research Corp | 0.00% | No change | 100 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +26.6% | 100 | $4K |
| Avion Wealth | 0.00% | Add +48.7% | 113 | $4K |
| Sierra Ocean, LLC | 0.00% | Reduce -36.4% | 98 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +1840.0% | 97 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 96 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.1% | 89 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 88 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 84 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 82 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 73 | $3K |
| Red Tortoise LLC | 0.00% | No change | 66 | $3K |
| Archer Investment Corp | 0.00% | No change | 66 | $3K |
| Evergreen Private Wealth LLC | 0.00% | New | 65 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 65 | $3K |
| ROSS\JOHNSON & Associates LLC | 0.05% | No change | 60 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -91.0% | 60 | $2K |
| Essential Partners LLC | 0.00% | — | 59 | $2K |
| Adirondack Trust Co. | 0.00% | No change | 55 | $2K |
| Highline Wealth Partners LLC | 0.00% | Add +26.2% | 53 | $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 |
| Grove Bank & Trust | 0.00% | New | 46 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -64.0% | 45 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 43 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 39 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -79.2% | 42 | $2K |
| Kilter Group LLC | 0.00% | New | 40 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 40 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -2.5% | 39 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +176.9% | 36 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 34 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -58.8% | 28 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 28 | $1K |
| Binnacle Investments Inc | 0.00% | New | 26 | $1K |
| Clark Wealth Partners | 0.00% | No change | 26 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +225.0% | 26 | $1K |
| WealthTrak Capital Management LLC | 0.00% | No change | 25 | $1K |
| Battery Global Advisors, LLC | 0.00% | No change | 25 | $1K |
| Penserra Capital Management LLC | 0.00% | Reduce -99.8% | 48 | $1K |
| Activest Wealth Management | 0.00% | Add +4.8% | 22 | $886 |
| Valued Wealth Advisors LLC | 0.00% | No change | 21 | $846 |
| Concord Wealth Partners | 0.00% | No change | 20 | $805 |
| Raffa Wealth Management, LLC | 0.00% | No change | 19 | $765 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 18 | $725 |
| Aspect Partners, LLC | 0.00% | No change | 16 | $644 |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $604 |
| Bayforest Capital Ltd | 0.00% | New | 15 | $604 |
| Quaker Wealth Management, LLC | 0.00% | — | 14 | $564 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 13 | $523 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 12 | $484 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $376 |
| YANKCOM Partnership | 0.00% | No change | 9 | $362 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 9 | $362 |
| Dogwood Wealth Management LLC | 0.00% | New | 8 | $319 |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 8 | $303 |
| American Capital Advisory, LLC | 0.00% | Reduce -16.7% | 5 | $202 |
| Nvwm, LLC | 0.00% | New | 5 | $201 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $162 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 1 | $33 |
"% of holder's portfolio" is FE's weight in each manager's 13F, not the share of Firstenergy Corp. the manager owns.