IdacorpIDA
13F holders, Q1 2026 (March 31)550holders +25
63new positions
45sold out
10famous investors
$142.46avg. 13F price*
At the end of Q1 2026, 550 institutions reported holding Idacorp Inc. (IDA) in their 13F filings, up 25 from Q4 2025. 63 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($928.4M), Vanguard Portfolio Management LLC ($465.0M) and Wellington Management Group LLP ($408.4M). 10 famous investors held it, including George Soros (1.5% of Soros Fund Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Idacorp Inc.
- CUSIP
- 451107106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $219.9M |
| Exits | 45 | $163.6M |
All 13F filers, Q4 2025 → Q1 2026: 5,744,748 shares bought and 3,736,043 shares sold, net +2,008,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| BlackRock, Inc. | 0.02% | Reduce -1.9% | 6,493,979 | $928.4M |
| Vanguard Portfolio Management LLC | 0.02% | — | 3,252,196 | $465.0M |
| Wellington Management Group LLP | 0.08% | Reduce -5.4% | 2,856,235 | $408.4M |
| Vanguard Capital Management LLC | 0.01% | — | 2,443,524 | $349.4M |
| Morgan Stanley | 0.02% | Add +3.5% | 2,177,760 | $311.4M |
| T. Rowe Price Investment Management, Inc. | 0.19% | Add +5.3% | 1,953,221 | $279.3M |
| State Street Corp. | 0.01% | Add +1.9% | 1,924,146 | $275.1M |
| Reaves W H & Co. Inc. | 4.27% | Reduce -0.4% | 1,800,478 | $257.4M |
| Jennison Associates LLC | 0.15% | Add +0.9% | 1,497,342 | $214.1M |
| FMR LLC | 0.01% | Add +53.9% | 1,441,538 | $206.1M |
| Two Sigma Investments, LP | 0.17% | Add +152.9% | 1,350,480 | $193.1M |
| Neuberger Berman Group LLC | 0.14% | Add +1.1% | 1,313,454 | $187.8M |
| Capital World Investors | 0.02% | New | 1,186,800 | $169.7M |
| Geode Capital Management, LLC | 0.01% | Add +0.6% | 1,108,913 | $158.6M |
| Alliancebernstein L.P. | 0.05% | Reduce -10.3% | 1,199,901 | $151.9M |
| Pictet Asset Management Holding SA | 0.12% | Reduce -1.2% | 770,812 | $110.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.4% | 742,626 | $106.2M |
| Zimmer Partners, LP | 2.64% | Reduce -9.6% | 723,692 | $103.5M |
| GW&K Investment Management, LLC | 0.88% | Reduce -2.4% | 699,780 | $100.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.2% | 669,831 | $95.8M |
| Victory Capital Management Inc. | 0.06% | Reduce -15.0% | 667,743 | $95.5M |
| Lord, Abbett & Co. LLC | 0.31% | Reduce -8.2% | 638,391 | $91.3M |
| Soros Fund Management | 1.52% | Reduce -1.3% | 577,290 | $82.5M |
| Invesco Ltd. | 0.01% | Reduce -18.0% | 521,141 | $74.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.1% | 489,165 | $69.9M |
| Boston Trust Walden Corp | 0.56% | Reduce -9.1% | 479,611 | $68.6M |
| Life Cycle Investment Partners Ltd | 0.42% | Add +50.9% | 462,875 | $66.2M |
| First Trust Advisors LP | 0.05% | Reduce -25.9% | 462,865 | $66.2M |
| Principal Financial Group Inc. | 0.04% | Reduce -2.9% | 460,740 | $65.9M |
| Capital Research Global Investors | 0.01% | Add +30.8% | 460,000 | $65.8M |
| Ameriprise Financial Inc. | 0.02% | Add +3.7% | 459,788 | $65.7M |
| Northern Trust Corp. | 0.01% | Reduce -2.2% | 439,939 | $62.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.8% | 418,177 | $59.8M |
| Anchor Capital Advisors LLC | 1.68% | Reduce -1.0% | 413,452 | $59.1M |
| UBS Group AG | 0.01% | Add +31.4% | 399,631 | $57.1M |
| Energy Income Partners, LLC | 0.91% | Add +0.8% | 393,961 | $56.3M |
| Squarepoint Ops LLC | 0.12% | Add +59.6% | 378,882 | $54.2M |
| Franklin Resources Inc. | 0.01% | Add +47.0% | 378,704 | $54.1M |
| Palisade Capital Management, LP | 1.93% | Reduce -7.5% | 376,154 | $53.8M |
| Bank of America Corp. | 0.00% | Reduce -5.3% | 340,389 | $48.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 335,592 | $48.0M |
| Schroder Investment Management Group | 0.04% | Reduce -2.8% | 320,007 | $45.5M |
| Brookfield Corp | 0.06% | Add +24.1% | 311,159 | $44.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.1% | 303,168 | $43.3M |
| Mairs & Power Inc. | 0.44% | Reduce -0.4% | 301,377 | $43.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +2.5% | 288,360 | $41.2M |
| Westwood Holdings Group Inc. | 0.29% | Reduce -7.9% | 280,497 | $40.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 271,553 | $38.6M |
| Legal & General Group Plc | 0.01% | Reduce -7.6% | 251,863 | $36.0M |
| Sei Investments Co. | 0.03% | Reduce -3.6% | 250,818 | $35.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.68% | Add +49.8% | 242,392 | $34.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Add +54.0% | 240,603 | $34.4M |
| Nuveen, LLC | 0.01% | Reduce -4.6% | 222,546 | $31.8M |
| William Blair Investment Management, LLC | 0.11% | Reduce -61.4% | 222,487 | $31.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 218,263 | $31.2M |
| Wells Fargo & Company | 0.01% | Add +2.3% | 216,528 | $31.0M |
| HRT Financial LP | 0.07% | Add +84.5% | 194,483 | $27.8M |
| ProShare Advisors LLC | 0.04% | Add +8790.4% | 192,654 | $27.5M |
| Arbejdsmarkedets Tillaegspension | 0.65% | Reduce -1.2% | 183,772 | $26.3M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -54.1% | 180,000 | $25.7M |
| New York State Common Retirement Fund | 0.03% | Reduce -9.2% | 168,030 | $24.0M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 163,389 | $23.4M |
| Leeward Investments, LLC - MA | 1.15% | Reduce -2.7% | 162,960 | $23.3M |
| Citadel Advisors | 0.02% | Add +417.5% | 162,124 | $23.2M |
| Tributary Capital Management, LLC | 2.20% | Reduce -2.7% | 158,760 | $22.7M |
| Retirement Systems of Alabama | 0.07% | Add +1.0% | 147,356 | $21.1M |
| Tidal Investments LLC | 0.06% | Add +509.6% | 143,105 | $20.5M |
| STRS Ohio | 0.08% | Add +6.1% | 139,882 | $20.0M |
| Kennedy Capital Management LLC | 0.42% | Reduce -1.6% | 139,554 | $20.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +160.6% | 128,268 | $18.3M |
| LVM Capital Management Ltd. | 1.72% | Add +0.7% | 127,711 | $18.3M |
| Tema ETFs LLC | 1.13% | Add +48.6% | 118,034 | $16.9M |
| Deutsche Bank AG | 0.01% | Add +0.8% | 116,667 | $16.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.1% | 116,148 | $16.6M |
| Yaupon Capital Management LP | 0.80% | Add +59.8% | 112,690 | $16.1M |
| Aberdeen Group plc | 0.02% | Reduce -16.3% | 107,728 | $15.4M |
| Swiss National Bank | 0.01% | Add +0.3% | 106,900 | $15.3M |
| California Public Employees Retirement System | 0.01% | Reduce -25.7% | 105,473 | $15.1M |
| BW Gestao de Investimentos Ltda. | 0.63% | Add +9.7% | 99,581 | $14.2M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -0.7% | 99,508 | $14.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Reduce -5.5% | 96,646 | $13.8M |
| Gotham Asset Management | 0.04% | Add +99.7% | 95,983 | $13.7M |
| Ceredex Value Advisors LLC | 0.43% | Reduce -26.7% | 95,750 | $13.7M |
| Bridgewater Associates | 0.06% | Add +68.1% | 95,543 | $13.7M |
| Point72 Asset Management | 0.02% | Add +189.1% | 88,960 | $12.7M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 88,752 | $12.7M |
| Voloridge Investment Management, LLC | 0.05% | Add +46.3% | 78,708 | $11.3M |
| Natixis Advisors, LLC | 0.02% | Add +6.3% | 77,943 | $11.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +4427.7% | 77,378 | $11.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -0.7% | 76,334 | $10.9M |
| Mizuho Markets Americas LLC | 0.30% | New | 75,000 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -36.1% | 74,498 | $10.7M |
| Aristotle Capital Boston, LLC | 0.65% | Reduce -12.2% | 72,956 | $10.4M |
| Citigroup Inc. | 0.01% | Add +11.8% | 71,431 | $10.2M |
| Quantinno Capital Management LP | 0.02% | Add +5.5% | 71,041 | $10.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.5% | 70,621 | $10.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -25.9% | 67,982 | $9.7M |
| California State Teachers Retirement System | 0.01% | Add +32.3% | 67,794 | $9.7M |
| Aptus Capital Advisors, LLC | 0.08% | Add +26.5% | 63,633 | $9.1M |
| Tudor Investment Corporation | 0.05% | Add +350.7% | 63,333 | $9.1M |
| AQR Capital Management | 0.00% | Add +18.0% | 61,306 | $8.7M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +57.2% | 59,774 | $8.5M |
| Creative Planning | 0.01% | Add +41.5% | 56,275 | $8.0M |
| Gabelli Funds LLC | 0.05% | Reduce -0.9% | 55,521 | $7.9M |
| First National Bank of Omaha | 0.22% | Add +1.9% | 50,264 | $7.2M |
| Magellan Asset Management Ltd | 0.09% | Add +23.9% | 50,116 | $7.2M |
| State of Alaska, Department of Revenue | 0.08% | Add +0.1% | 49,266 | $7.0M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -1.2% | 48,687 | $7.0M |
| LPL Financial LLC | 0.00% | Add +3.7% | 48,530 | $6.9M |
| SG Americas Securities, LLC | 0.01% | Add +6.2% | 46,193 | $6.6M |
| Jones Financial Companies LLLP | 0.00% | Add +3428.6% | 46,718 | $6.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.07% | Add +190.4% | 45,417 | $6.5M |
| Thomas Story & Son LLC | 2.43% | Reduce -0.3% | 44,258 | $6.3M |
| Phocas Financial Corp. | 0.99% | Reduce -22.0% | 44,202 | $6.3M |
| US Bancorp \de | 0.01% | Add +85.2% | 43,574 | $6.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 41,581 | $5.9M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -54.5% | 41,573 | $5.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 41,313 | $5.9M |
| Emerald Investment Advisers, LLC | 0.53% | — | 41,201 | $5.9M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 40,742 | $5.8M |
| First Manhattan Co. Llc. | 0.02% | Reduce -9.8% | 39,073 | $5.6M |
| Kayne Anderson Capital Advisors LP | 0.11% | New | 38,502 | $5.5M |
| Hilton Capital Management, LLC | 0.41% | Add +14.5% | 38,257 | $5.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +6.8% | 37,814 | $5.4M |
| Buckley Wealth Management, LLC | 1.38% | No change | 37,805 | $5.4M |
| Macquarie Group Ltd. | 0.03% | Add +19.6% | 37,561 | $5.4M |
| Lanark Financial, Inc. | 0.40% | Add +0.5% | 37,069 | $5.3M |
| Aventail Capital Group, LP | 0.25% | Add +46.7% | 36,266 | $5.2M |
| John G Ullman & Associates Inc. | 0.68% | Reduce -5.4% | 36,029 | $5.2M |
| Jump Financial, LLC | 0.08% | Add +23.9% | 35,731 | $5.1M |
| Brevan Howard Capital Management LP | 0.05% | Add +1162.7% | 34,750 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 33,801 | $4.8M |
| Texas Yale Capital Corp. | 0.14% | Add +0.5% | 33,655 | $4.8M |
| TD Asset Management Inc | 0.00% | Reduce -2.9% | 33,350 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 32,930 | $4.7M |
| D. E. Shaw & Co. | 0.00% | Add +500.6% | 32,627 | $4.7M |
| Sit Investment Associates Inc. | 0.09% | Add +248.9% | 32,480 | $4.6M |
| River Road Asset Management, LLC | 0.05% | Reduce -30.7% | 32,329 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.8% | 32,223 | $4.6M |
| Engineers Gate Manager LP | 0.06% | New | 31,972 | $4.6M |
| Focus Partners Wealth | 0.00% | Reduce -6.9% | 30,976 | $4.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.1% | 29,533 | $4.2M |
| Alps Advisors Inc. | 0.02% | Reduce -1.5% | 29,425 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -6.1% | 29,055 | $4.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.2% | 28,110 | $4.0M |
| Cerity Partners LLC | 0.01% | Add +49.5% | 27,679 | $4.0M |
| Benjamin Edwards Inc. | 0.04% | Add +945.9% | 27,381 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +32.8% | 27,205 | $3.9M |
| MetLife Investment Management, LLC | 0.02% | Add +0.7% | 26,584 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +838.6% | 26,543 | $3.8M |
| Sciencast Management LP | 0.46% | New | 25,164 | $3.6M |
| Millennium Management | 0.00% | Reduce -81.9% | 25,067 | $3.6M |
| Amalgamated Bank | 0.03% | Add +4.6% | 24,784 | $3.5M |
| SummitTX Capital, L.P. | 0.11% | Add +184.7% | 24,776 | $3.5M |
| Janus Henderson Group PLC | 0.00% | No change | 24,657 | $3.5M |
| Entropy Technologies, LP | 0.16% | Add +282.7% | 24,273 | $3.5M |
| Vanguard Global Advisers, LLC | 0.00% | — | 23,898 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +5.0% | 23,592 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 23,081 | $3.3M |
| Oliver Luxxe Assets LLC | 0.49% | Add +30.2% | 22,907 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.4% | 22,353 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +424.7% | 22,325 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Add +4.4% | 21,888 | $3.1M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +14.0% | 21,547 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 21,505 | $3.1M |
| Keybank National Association | 0.01% | Reduce -28.7% | 21,139 | $3.0M |
| Quantbot Technologies LP | 0.12% | Add +193.2% | 20,931 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.9% | 20,711 | $3.0M |
| Congress Asset Management Co. | 0.02% | Add +17.1% | 20,562 | $2.9M |
| Fifth Third Bancorp | 0.01% | Add +5789.1% | 20,494 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Add +107.9% | 20,451 | $2.9M |
| Man Group plc | 0.01% | Reduce -50.5% | 20,290 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -15.5% | 19,689 | $2.8M |
| American Century Companies Inc. | 0.00% | Reduce -0.2% | 19,614 | $2.8M |
| Pring Turner Capital Group Inc. | 1.68% | No change | 21,986 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -11.3% | 19,244 | $2.8M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 18,842 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 18,405 | $2.6M |
| Barclays PLC | 0.00% | Reduce -47.1% | 17,685 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.7% | 17,614 | $2.5M |
| &partners | 0.01% | Reduce -2.9% | 17,560 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 17,550 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -1.0% | 16,573 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.0% | 16,476 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 16,185 | $2.3M |
| Summit Trail Advisors, LLC | 0.03% | Add +50.2% | 15,935 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.1% | 15,815 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +4.7% | 15,700 | $2.2M |
| Banque Pictet & Cie SA | 0.03% | New | 15,600 | $2.2M |
| Dark Forest Capital Management LP | 0.19% | Reduce -49.1% | 15,241 | $2.2M |
| Fred Alger Management, LLC | 0.01% | Reduce -0.9% | 15,156 | $2.2M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +83.3% | 15,038 | $2.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 14,858 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.8% | 14,608 | $2.1M |
| Aquatic Capital Management LLC | 0.06% | Reduce -59.2% | 14,603 | $2.1M |
| Bridgefront Capital, LLC | 0.50% | New | 14,175 | $2.0M |
| Mendon Capital Advisors Corp. | 0.77% | New | 77,612 | $2.0M |
| Clear Creek Financial Management, LLC | 0.15% | Add +6.7% | 13,726 | $2.0M |
| GAMCO Investors | 0.02% | Add +3.9% | 13,500 | $1.9M |
| RW Investment Management LLC | 0.19% | — | 13,382 | $1.9M |
| State of Michigan Retirement System | 0.01% | Add +1.6% | 13,020 | $1.9M |
| Great Lakes Advisors, LLC | 0.01% | New | 12,515 | $1.8M |
| Centiva Capital, LP | 0.08% | New | 12,476 | $1.8M |
| Cambiar Investors LLC | 0.08% | No change | 12,379 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 12,177 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.7% | 12,025 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 12,108 | $1.7M |
| Hantz Financial Services, Inc. | 0.03% | Add +44.1% | 12,041 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Add +4.0% | 11,942 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.0% | 11,670 | $1.7M |
| AMG National Trust Bank | 0.04% | Reduce -2.4% | 11,665 | $1.7M |
| Allstate Corp. | 0.02% | New | 11,374 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 11,087 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.8% | 11,062 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +0.3% | 11,017 | $1.6M |
| Caxton Associates LLP | 0.04% | No change | 10,562 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -3.0% | 10,548 | $1.5M |
| Commerce Bank | 0.01% | Reduce -3.8% | 10,511 | $1.5M |
| Gsa Capital Partners LLP | 0.09% | Add +167.2% | 10,479 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +64.1% | 10,457 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +0.3% | 10,428 | $1.5M |
| Crewe Advisors LLC | 0.13% | No change | 10,374 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 10,300 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -1.5% | 10,120 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +0.5% | 9,956 | $1.4M |
| Agp Franklin, LLC | 0.69% | Reduce -19.1% | 9,629 | $1.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 9,270 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +6.5% | 9,090 | $1.3M |
| Trexquant Investment LP | 0.01% | Reduce -61.7% | 8,961 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -24.7% | 8,784 | $1.3M |
| First National Advisers, LLC | 0.18% | Reduce -2.6% | 8,740 | $1.2M |
| WINTON GROUP Ltd | 0.04% | New | 8,500 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +9.4% | 8,465 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -20.1% | 8,403 | $1.2M |
| iSAM Funds (UK) Ltd | 0.58% | New | 8,151 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +230.7% | 8,122 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +22.9% | 7,949 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -21.5% | 7,842 | $1.1M |
| HSBC Holdings PLC | 0.00% | New | 7,657 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +34.4% | 7,580 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.61% | No change | 7,336 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +43.1% | 7,262 | $1.0M |
| XTX Topco Ltd | 0.02% | New | 7,248 | $1.0M |
| Spirit of America Management Corp. | 0.20% | Add +10.8% | 7,200 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | New | 7,147 | $1.0M |
| Everhart Financial Group, Inc. | 0.09% | Add +7.3% | 7,010 | $1.0M |
| Continuum Advisory, LLC | 0.10% | Reduce -14.8% | 6,989 | $999K |
| Occudo Quantitative Strategies LP | 0.05% | Reduce -42.8% | 6,464 | $955K |
| Sagewood Asset Management LP | 0.30% | Add +49.5% | 6,653 | $951K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 6,582 | $941K |
| Sanctuary Advisors, LLC | 0.01% | Add +1.6% | 6,482 | $927K |
| Xponance LLC | 0.01% | Add +29.8% | 6,413 | $917K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 6,245 | $893K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.4% | 6,087 | $870K |
| Inspire Investing, LLC | 0.05% | Add +59.9% | 5,892 | $842K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.9% | 5,875 | $840K |
| Parallel Advisors, LLC | 0.01% | Add +2.8% | 5,824 | $833K |
| Quadrant Capital Group LLC | 0.02% | Add +0.9% | 5,808 | $830K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 5,753 | $823K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -8.3% | 5,742 | $821K |
| D.A. Davidson & Co. | 0.00% | Add +9.9% | 5,661 | $809K |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 5,658 | $809K |
| MML Investors Services, LLC | 0.00% | No change | 5,520 | $789K |
| Trust Point Inc. | 0.07% | Reduce -3.1% | 5,505 | $787K |
| Croban | 0.37% | Add +34.0% | 5,471 | $782K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.5% | 5,334 | $763K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.6% | 5,303 | $758K |
| Mariner, LLC | 0.00% | Add +140.3% | 5,198 | $743K |
| Beto Financial Group, LLC | 0.43% | Reduce -0.6% | 5,187 | $743K |
| Fulton Bank, N.A. | 0.03% | Reduce -1.3% | 5,161 | $738K |
| Aigen Investment Management, LP | 0.19% | Add +221.4% | 5,082 | $727K |
| Journey Strategic Wealth LLC | 0.02% | Add +9.5% | 5,068 | $725K |
| Brooklyn Investment Group | 0.02% | Add +27.3% | 5,010 | $716K |
| Virtus Advisers, LLC | 0.34% | No change | 5,005 | $716K |
| Bahl & Gaynor LLC | 0.00% | No change | 5,000 | $715K |
| Tumwater Wealth Management, LLC | 0.29% | Reduce -0.1% | 4,981 | $712K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.33% | New | 4,947 | $707K |
| James Investment Research, Inc. | 0.08% | Add +0.1% | 4,930 | $705K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 4,904 | $701K |
| Ontario Teachers Pension Plan Board | 0.02% | New | 4,879 | $698K |
| Lloyd Advisory Services, LLC. | 0.20% | New | 4,798 | $686K |
| Kingdom Financial Group LLC. | 0.20% | Reduce -2.0% | 4,798 | $686K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,597 | $657K |
| Blair William & Co. | 0.00% | Reduce -19.7% | 4,492 | $642K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.1% | 4,248 | $607K |
| Verity Asset Management, Inc. | 0.25% | Add +6.7% | 4,247 | $607K |
| Wood Tarver Financial Group, LLC | 0.17% | Add +6.9% | 4,211 | $602K |
| Regions Financial Corp. | 0.00% | Reduce -0.9% | 4,165 | $595K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.6% | 4,156 | $594K |
| PFG Advisors | 0.03% | Add +20.7% | 4,050 | $579K |
| EntryPoint Capital, LLC | 0.17% | No change | 4,024 | $575K |
| Fiduciary Trust Co | 0.01% | No change | 4,006 | $573K |
| Wellington Shields Capital Management, LLC | 0.09% | No change | 4,000 | $572K |
| Principal Securities, Inc. | 0.01% | Reduce -13.8% | 3,991 | $571K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.4% | 3,958 | $566K |
| Securian Asset Management, Inc. | 0.02% | No change | 3,927 | $561K |
| Vident Advisory, LLC | 0.00% | Reduce -11.3% | 3,869 | $553K |
| IFM Investors Pty Ltd | 0.00% | New | 3,854 | $551K |
| Two Sigma Securities, LLC | 0.06% | New | 3,694 | $528K |
| Welch Group, LLC | 0.02% | No change | 3,656 | $523K |
| Aster Capital Management (DIFC) Ltd | 0.17% | Reduce -34.9% | 4,469 | $519K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -21.0% | 3,622 | $518K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.1% | 3,546 | $507K |
| Jacobi Capital Management LLC | 0.03% | Add +0.0% | 3,544 | $507K |
| Inspire Advisors, LLC | 0.04% | Add +16.7% | 3,443 | $492K |
| Signaturefd, LLC | 0.01% | Add +3.4% | 3,391 | $485K |
| Federated Hermes, Inc. | 0.00% | Add +1.7% | 3,390 | $485K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.2% | 3,317 | $474K |
| Cwm, LLC | 0.00% | Reduce -8.8% | 3,308 | $473K |
| Swiss Life Asset Management Ltd | 0.00% | Add +31.8% | 3,298 | $472K |
| United Capital Financial Advisors, LLC | 0.00% | Add +92.0% | 3,225 | $461K |
| Prudential Financial Inc. | 0.00% | Reduce -9.8% | 3,195 | $457K |
| Vise Technologies, Inc. | 0.01% | No change | 3,556 | $450K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.8% | 3,132 | $448K |
| Kentucky Trust Co | 0.23% | No change | 3,125 | $447K |
| Evolve Private Wealth, LLC | 0.02% | Add +0.3% | 3,097 | $443K |
| Farther Finance Advisors, LLC | 0.00% | Add +18.8% | 3,037 | $437K |
| Howe & Rusling Inc. | 0.03% | Reduce -2.0% | 2,934 | $420K |
| Moody Aldrich Partners LLC | 0.07% | Reduce -2.2% | 2,885 | $412K |
| Wealthspire Advisors, LLC | 0.00% | Add +8.7% | 2,871 | $410K |
| UMB Bank, n.a. | 0.01% | Add +1.4% | 2,844 | $407K |
| Utah Retirement Systems | 0.00% | No change | 2,841 | $406K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -61.8% | 2,828 | $404K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,805 | $401K |
| Odyssean, LLC | 0.14% | New | 2,721 | $389K |
| Phillips Wealth Planners LLC | 0.29% | Reduce -17.2% | 2,618 | $381K |
| HB Wealth Management, LLC | 0.00% | Add +8.3% | 2,630 | $376K |
| Ballentine Partners, LLC | 0.01% | Add +34.5% | 2,606 | $373K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 2,589 | $370K |
| Greenland Capital Management LP | 0.08% | No change | 2,510 | $359K |
| Becker Capital Management Inc. | 0.01% | New | 2,504 | $358K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.7% | 2,500 | $357K |
| Atala Financial Inc | 0.24% | Add +1.9% | 2,509 | $357K |
| nVerses Capital, LLC | 0.32% | New | 2,488 | $356K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,483 | $355K |
| Briggs Wealth Management, Inc | 0.37% | No change | 2,467 | $353K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 2,441 | $349K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,397 | $343K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +19.0% | 2,334 | $334K |
| Nvwm, LLC | 0.07% | No change | 2,316 | $331K |
| Greenfield Seitz Capital Management, LLC | 0.10% | No change | 2,282 | $326K |
| Allworth Financial LP | 0.00% | Add +0.0% | 2,272 | $325K |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.7% | 2,266 | $324K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 2,237 | $320K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -3.9% | 2,234 | $319K |
| Next Level Wealth Planning, LLC | 0.16% | No change | 2,225 | $318K |
| Machina Capital S.A.S. | 0.06% | New | 2,219 | $317K |
| Vanguard Capital Wealth Advisors | 0.29% | Add +0.6% | 2,173 | $311K |
| Callan Family Office, LLC | 0.01% | Reduce -8.0% | 2,131 | $305K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 2,125 | $304K |
| Kestra Investment Management, LLC | 0.01% | Reduce -51.2% | 2,061 | $295K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +6.3% | 2,054 | $294K |
| NewEdge Advisors, LLC | 0.00% | Add +10.8% | 2,038 | $291K |
| CENTRAL TRUST Co | 0.01% | No change | 2,030 | $290K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +0.8% | 2,027 | $290K |
| Syon Capital LLC | 0.01% | Reduce -16.5% | 2,017 | $288K |
| NewEdge Wealth, LLC | 0.00% | New | 2,002 | $286K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,000 | $286K |
| Merit Financial Group, LLC | 0.00% | Reduce -13.5% | 1,960 | $280K |
| TCW Group Inc. | 0.00% | Reduce -10.7% | 1,943 | $278K |
| JGP Wealth Management, LLC | 0.03% | No change | 1,915 | $274K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,897 | $271K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -1.4% | 1,882 | $269K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,847 | $264K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 1,837 | $263K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.3% | 1,809 | $259K |
| Fox Run Management, L.L.C. | 0.04% | Reduce -81.6% | 1,791 | $255K |
| Shelton Capital Management | 0.01% | Reduce -8.3% | 1,750 | $250K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.3% | 1,718 | $246K |
| Arrien Investments, Inc. | 0.13% | Reduce -4.8% | 1,709 | $244K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,691 | $242K |
| Advisory Alpha, LLC | 0.01% | No change | 1,679 | $240K |
| AssuredPartners Investment Advisors, LLC | 0.03% | No change | 1,653 | $239K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.4% | 1,653 | $236K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 1,636 | $234K |
| Colter Lewis Investment Partners LLC | 0.22% | No change | 1,624 | $232K |
| American National Bank & Trust | 0.02% | Reduce -2.2% | 1,623 | $232K |
| Wedbush Securities Inc. | 0.01% | Add +0.9% | 1,620 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,607 | $230K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,600 | $229K |
| Sowell Financial Services LLC | 0.01% | New | 1,590 | $227K |
| Waterfront Wealth Inc. | 0.04% | Add +0.6% | 1,590 | $227K |
| North Dakota State Investment Board | 0.01% | Reduce -17.5% | 1,577 | $225K |
| KBC Group NV | 0.00% | No change | 1,544 | $221K |
| Compound Planning, Inc. | 0.01% | New | 1,541 | $220K |
| Delta Asset Management LLC | 0.02% | No change | 1,538 | $220K |
| Savant Capital, LLC | 0.00% | New | 1,537 | $220K |
| CIBC Asset Management Inc | 0.00% | New | 1,536 | $220K |
| IHT Wealth Management, LLC | 0.01% | New | 1,517 | $217K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -52.2% | 1,510 | $216K |
| QRG Capital Management, Inc. | 0.00% | New | 1,506 | $215K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 1,494 | $214K |
| Choreo, LLC | 0.00% | New | 1,488 | $213K |
| Mountain Pacific Investment Advisers LLC | 0.04% | New | 1,467 | $210K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +22.0% | 1,463 | $209K |
| Chicago Partners Investment Group LLC | 0.00% | New | 1,444 | $207K |
| GAMMA Investing LLC | 0.01% | Add +23.0% | 1,446 | $207K |
| Blue Trust, Inc. | 0.00% | Add +0.6% | 1,431 | $205K |
| Wealthfront Advisers LLC | 0.00% | New | 1,429 | $204K |
| Composition Wealth, LLC | 0.00% | New | 1,421 | $203K |
| IFS Group,LLC | 0.18% | — | 1,400 | $200K |
| Quarry LP | 0.04% | Reduce -7.4% | 1,245 | $178K |
| Assetmark, Inc. | 0.00% | Add +2.3% | 1,183 | $169K |
| Arax Advisory Partners | 0.00% | Reduce -25.7% | 1,115 | $159K |
| IFP Advisors, Inc | 0.00% | Reduce -9.1% | 1,105 | $158K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +18.4% | 1,066 | $152K |
| Asset Dedication, LLC | 0.01% | No change | 1,065 | $152K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +74.9% | 1,044 | $149K |
| Acadian Asset Management LLC | 0.00% | No change | 1,022 | $146K |
| Eastern Bank | 0.00% | No change | 859 | $123K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +109.1% | 782 | $112K |
| Mather Group, Llc. | 0.00% | New | 776 | $111K |
| Union Savings Bank | 0.05% | No change | 750 | $107K |
| Simplex Trading, LLC | 0.00% | Reduce -80.2% | 702 | $100K |
| 1620 Investment Advisors, Inc. | 0.07% | Reduce -3.2% | 700 | $100K |
| Clean Yield Group | 0.03% | No change | 700 | $100K |
| Asset Planning,Inc | 0.06% | Add +0.6% | 548 | $78K |
| SouthState Bank Corp | 0.00% | Reduce -2.6% | 515 | $74K |
| Wellington Shields & Co., LLC | 0.02% | No change | 500 | $71K |
| Avalon Trust Co | 0.00% | No change | 500 | $71K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $71K |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.6% | 494 | $71K |
| Versant Capital Management, Inc | 0.01% | Add +2.1% | 493 | $70K |
| Ancora Advisors LLC | 0.00% | Add +5.7% | 479 | $68K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 470 | $67K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.5% | 444 | $63K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 410 | $59K |
| Motco | 0.01% | No change | 400 | $57K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -16.9% | 383 | $54K |
| Bessemer Group Inc. | 0.00% | Reduce -13.6% | 382 | $54K |
| Harbour Investments, Inc. | 0.00% | Add +20.9% | 365 | $52K |
| Independence Bank of Kentucky | 0.01% | No change | 357 | $51K |
| Osterweis Capital Management Inc. | 0.00% | No change | 352 | $50K |
| Smithfield Trust Co | 0.00% | No change | 340 | $49K |
| Advisory Services Network, LLC | 0.00% | New | 323 | $46K |
| Wellington-Altus USA Inc. | 0.03% | Add +12.6% | 303 | $46K |
| SHP Wealth Management | 0.00% | Add +2.0% | 306 | $44K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +188.7% | 306 | $44K |
| Opal Wealth Advisors, LLC | 0.01% | New | 280 | $40K |
| North Star Investment Management Corp. | 0.00% | No change | 275 | $39K |
| Quent Capital, LLC | 0.00% | Add +8.3% | 274 | $39K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -7.6% | 267 | $38K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 260 | $37K |
| Summit Securities Group LLC | 0.02% | New | 258 | $37K |
| Covestor Ltd | 0.02% | Add +111.3% | 243 | $35K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 243 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.3% | 241 | $34K |
| Larson Financial Group LLC | 0.00% | No change | 237 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 232 | $33K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 216 | $31K |
| LRI Investments, LLC | 0.00% | Reduce -1.0% | 206 | $29K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 201 | $29K |
| Uniplan Investment Counsel, Inc. | 0.00% | New | 191 | $27K |
| S&T Bank | 0.01% | Add +634.6% | 191 | $27K |
| Private Trust Co. NA | 0.00% | No change | 188 | $27K |
| MAI Capital Management | 0.00% | Add +1060.0% | 174 | $25K |
| Root Financial Partners, LLC | 0.00% | Add +111.3% | 169 | $24K |
| Manchester Capital Management LLC | 0.00% | No change | 142 | $20K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 139 | $20K |
| Private Wealth Management Group, LLC | 0.01% | No change | 134 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 134 | $19K |
| Richardson Financial Services Inc. | 0.01% | Reduce -8.0% | 127 | $18K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 108 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 105 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -17.2% | 101 | $15K |
| Ankerstar Wealth, LLC | 0.02% | No change | 100 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -20.6% | 100 | $14K |
| Tompkins Financial Corp. | 0.00% | Reduce -33.3% | 100 | $14K |
| Financial Perspectives, Inc | 0.00% | No change | 99 | $14K |
| Robinswood Financial LLC | 0.00% | No change | 85 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +8000.0% | 81 | $12K |
| Triumph Capital Management | 0.00% | No change | 80 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 77 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 75 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 75 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 74 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -10.3% | 70 | $10K |
| Lodestone Wealth Management LLC | 0.00% | Add +1.5% | 69 | $10K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -74.6% | 68 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +148.2% | 67 | $10K |
| Sankala Group LLC | 0.01% | No change | 68 | $10K |
| Whittier Trust Co. | 0.00% | No change | 64 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 64 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +110.7% | 59 | $8K |
| Sapience Investments, LLC | 1.07% | Reduce -98.6% | 58 | $8K |
| CVA Family Office, LLC | 0.00% | New | 55 | $8K |
| Huntington National Bank | 0.00% | Reduce -3.6% | 54 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 49 | $7K |
| Rothschild Investment LLC | 0.00% | Add +88.0% | 47 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 47 | $7K |
| LGT Financial Advisors LLC | 0.03% | No change | 46 | $7K |
| WPG Advisers, LLC | 0.00% | Reduce -23.7% | 45 | $6K |
| Essential Partners LLC | 0.00% | No change | 41 | $6K |
| NFSG Corp | 0.00% | No change | 40 | $6K |
| Rossby Financial, LCC | 0.00% | Add +1100.0% | 36 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 34 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 32 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 31 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 27 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | New | 27 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -27.0% | 27 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $4K |
| Basepoint Wealth LLC | 0.00% | No change | 20 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +233.3% | 20 | $3K |
| Sunrise Financial Services, LLC | 0.00% | No change | 19 | $3K |
| Zions Bancorporation, National Association | 0.00% | Add +80.0% | 18 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +183.3% | 17 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $2K |
| Webster Bank, N. A. | 0.00% | No change | 17 | $2K |
| Sachetta, LLC | 0.00% | New | 16 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 16 | $2K |
| First Horizon Corp. | 0.00% | No change | 16 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +36.4% | 15 | $2K |
| Grove Bank & Trust | 0.00% | New | 14 | $2K |
| HM Payson & Co. | 0.00% | No change | 14 | $2K |
| CX Institutional | 0.00% | No change | 15 | $2K |
| Torren Management, LLC | 0.00% | Reduce -94.0% | 12 | $2K |
| Albion Financial Group | 0.00% | New | 10 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -94.3% | 10 | $1K |
| Wall Street Financial Group, Inc. | 0.00% | New | 9 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 9 | $1K |
| Spire Wealth Management | 0.00% | No change | 9 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 8 | $1K |
| JDM Financial Group LLC | 0.00% | New | 7 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +40.0% | 7 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $1K |
| Avion Wealth | 0.00% | No change | 12 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 6 | $858 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $858 |
| Whipplewood Advisors, LLC | 0.00% | New | 5 | $715 |
| Bayforest Capital Ltd | 0.00% | No change | 4 | $572 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $572 |
| True Wealth Design, LLC | 0.00% | Reduce -60.0% | 4 | $572 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $572 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 4 | $572 |
| Westfuller Advisors, LLC | 0.00% | Reduce -50.0% | 4 | $550 |
| HFM Investment Advisors, LLC | 0.00% | No change | 3 | $429 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 3 | $429 |
| TopTier Wealth Management, LLC | 0.00% | New | 2 | $286 |
| Kilter Group LLC | 0.00% | New | 2 | $286 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $285 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $174 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1 | $147 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $143 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $143 |
| Activest Wealth Management | 0.00% | New | 1 | $143 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 1 | $143 |
| Curio Wealth, LLC | 0.00% | New | 1 | $143 |
"% of holder's portfolio" is IDA's weight in each manager's 13F, not the share of Idacorp Inc. the manager owns.