IdacorpIDA
13F holders, Q2 2026 (June 30)566holders +16
62new positions
44sold out
10famous investors
$151.16avg. 13F price*
At the end of Q2 2026, 566 institutions reported holding Idacorp Inc. (IDA) in their 13F filings, up 16 from Q1 2026. 62 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($498.1M) and Vanguard Capital Management LLC ($377.5M). 10 famous investors held it, including George Soros (1.4% of Soros Fund Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Idacorp Inc.
- CUSIP
- 451107106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $74.7M |
| Exits | 44 | $123.1M |
All 13F filers, Q1 2026 → Q2 2026: 7,071,645 shares bought and 3,838,112 shares sold, net +3,233,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| BlackRock, Inc. | 0.02% | Add +5.2% | 6,833,539 | $1.0B |
| Vanguard Portfolio Management LLC | 0.02% | Add +1.2% | 3,292,407 | $498.1M |
| Vanguard Capital Management LLC | 0.01% | Add +2.1% | 2,495,175 | $377.5M |
| Wellington Management Group LLP | 0.06% | Reduce -14.1% | 2,452,290 | $371.0M |
| FMR LLC | 0.01% | Add +53.1% | 2,207,405 | $334.0M |
| Morgan Stanley | 0.02% | Add +1.3% | 2,205,940 | $333.8M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Add +4.4% | 2,038,570 | $308.4M |
| Capital World Investors | 0.04% | Add +65.4% | 1,963,165 | $297.0M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,921,200 | $290.7M |
| Reaves W H & Co. Inc. | 4.06% | Reduce -1.7% | 1,770,065 | $267.8M |
| Pictet Asset Management Holding SA | 0.25% | Add +122.1% | 1,712,288 | $259.1M |
| Two Sigma Investments, LP | 0.17% | Add +6.6% | 1,439,828 | $217.8M |
| Geode Capital Management, LLC | 0.01% | Add +19.4% | 1,323,491 | $200.3M |
| Jennison Associates LLC | 0.11% | Reduce -20.7% | 1,187,372 | $179.6M |
| Alliancebernstein L.P. | 0.05% | Reduce -7.5% | 1,110,367 | $158.7M |
| Citadel Advisors | 0.08% | Add +455.4% | 900,382 | $136.2M |
| Neuberger Berman Group LLC | 0.09% | Reduce -32.8% | 883,246 | $133.6M |
| Invesco Ltd. | 0.01% | Add +61.1% | 839,489 | $127.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.3% | 759,634 | $114.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 672,240 | $101.7M |
| GW&K Investment Management, LLC | 0.79% | Reduce -4.5% | 668,455 | $101.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +46.7% | 613,619 | $92.8M |
| Victory Capital Management Inc. | 0.05% | Reduce -10.4% | 598,388 | $90.5M |
| Ameriprise Financial Inc. | 0.02% | Add +29.0% | 593,084 | $89.7M |
| Soros Fund Management | 1.44% | Reduce -5.4% | 546,085 | $82.6M |
| UBS Group AG | 0.01% | Add +29.8% | 518,754 | $78.5M |
| Capital Research Global Investors | 0.01% | Add +11.7% | 513,723 | $77.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.5% | 476,822 | $72.1M |
| Boston Trust Walden Corp | 0.54% | Reduce -2.5% | 467,365 | $70.7M |
| Zimmer Partners, LP | 1.65% | Reduce -36.4% | 460,562 | $69.7M |
| Principal Financial Group Inc. | 0.03% | Reduce -0.8% | 456,943 | $69.1M |
| Northern Trust Corp. | 0.01% | Add +3.1% | 453,552 | $68.6M |
| First Trust Advisors LP | 0.04% | Reduce -7.5% | 428,368 | $64.8M |
| Energy Income Partners, LLC | 0.95% | Add +1.7% | 400,649 | $60.6M |
| Anchor Capital Advisors LLC | 1.68% | Reduce -4.3% | 395,636 | $59.9M |
| Lord, Abbett & Co. LLC | 0.18% | Reduce -38.0% | 395,626 | $59.9M |
| Franklin Resources Inc. | 0.01% | Add +4.2% | 394,740 | $59.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +200.0% | 384,802 | $58.2M |
| Nuveen, LLC | 0.01% | Add +70.6% | 379,602 | $57.4M |
| Bank of America Corp. | 0.00% | Add +6.8% | 363,415 | $55.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +4.3% | 350,055 | $53.0M |
| Schroder Investment Management Group | 0.04% | Add +3.5% | 331,301 | $50.4M |
| Squarepoint Ops LLC | 0.09% | Reduce -16.3% | 317,135 | $48.0M |
| Mairs & Power Inc. | 0.43% | Add +2.9% | 309,970 | $46.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.04% | Reduce -0.6% | 286,749 | $43.4M |
| Brookfield Corp | 0.06% | Reduce -9.4% | 281,986 | $42.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Add +17.1% | 281,838 | $42.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 274,032 | $42.1M |
| Westwood Holdings Group Inc. | 0.32% | Reduce -1.1% | 277,281 | $42.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.7% | 276,690 | $41.9M |
| Legal & General Group Plc | 0.01% | Add +6.9% | 269,162 | $40.7M |
| AQR Capital Management | 0.01% | Add +310.9% | 251,905 | $38.1M |
| Sei Investments Co. | 0.03% | Reduce -0.9% | 248,445 | $37.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.52% | Reduce -1.8% | 238,108 | $36.0M |
| Tidal Investments LLC | 0.08% | Add +52.8% | 218,614 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 215,408 | $32.6M |
| William Blair Investment Management, LLC | 0.10% | Reduce -4.1% | 213,462 | $32.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.5% | 213,236 | $32.3M |
| HRT Financial LP | 0.06% | Add +6.8% | 207,707 | $31.4M |
| Arbejdsmarkedets Tillaegspension | 0.66% | Add +9.8% | 201,800 | $30.5M |
| Tema ETFs LLC | 0.96% | Add +66.5% | 196,574 | $29.7M |
| ProShare Advisors LLC | 0.04% | Reduce -4.6% | 183,870 | $27.8M |
| Palisade Capital Management, LP | 1.31% | Reduce -52.4% | 179,233 | $27.1M |
| New York State Common Retirement Fund | 0.03% | Add +0.9% | 169,530 | $25.6M |
| Rhumbline Advisers | 0.02% | Add +0.9% | 164,858 | $24.9M |
| Point72 Asset Management | 0.04% | Add +83.0% | 162,781 | $24.6M |
| Leeward Investments, LLC - MA | 1.10% | Reduce -2.1% | 159,556 | $24.1M |
| Tributary Capital Management, LLC | 1.92% | Reduce -3.0% | 154,069 | $23.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -19.4% | 145,000 | $21.9M |
| Retirement Systems of Alabama | 0.06% | Reduce -6.1% | 138,407 | $20.9M |
| Kennedy Capital Management LLC | 0.36% | Reduce -2.8% | 135,592 | $20.5M |
| Citigroup Inc. | 0.01% | Add +83.8% | 131,300 | $19.9M |
| LVM Capital Management Ltd. | 1.63% | Add +1.1% | 129,107 | $19.5M |
| BNP Paribas Financial Markets | 0.01% | Add +68.8% | 125,788 | $19.0M |
| Deutsche Bank AG | 0.01% | Add +0.6% | 117,412 | $17.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 114,626 | $17.3M |
| Swiss National Bank | 0.01% | Add +3.9% | 111,100 | $16.8M |
| Bridgewater Associates | 0.07% | Add +14.2% | 109,136 | $16.5M |
| Aberdeen Group plc | 0.02% | Add +1.1% | 108,959 | $16.5M |
| Gotham Asset Management | 0.04% | Add +7.0% | 102,668 | $15.5M |
| M&G PLC | 0.08% | New | 96,949 | $14.6M |
| BW Gestao de Investimentos Ltda. | 0.35% | Reduce -4.0% | 95,582 | $14.5M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -5.1% | 94,447 | $14.3M |
| California Public Employees Retirement System | 0.01% | Reduce -11.0% | 93,849 | $14.2M |
| Ceredex Value Advisors LLC | 0.39% | Reduce -5.3% | 90,675 | $13.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.07% | Reduce -7.8% | 89,159 | $13.5M |
| Boston Partners | 0.01% | New | 88,654 | $13.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 86,360 | $13.1M |
| Quantinno Capital Management LP | 0.02% | Add +18.6% | 84,266 | $12.7M |
| Natixis Advisors, LLC | 0.01% | Add +6.7% | 83,144 | $12.6M |
| STRS Ohio | 0.05% | Reduce -41.5% | 81,760 | $12.4M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +31.0% | 78,307 | $11.8M |
| Creative Planning | 0.01% | Add +36.6% | 76,894 | $11.6M |
| Trexquant Investment LP | 0.07% | Add +754.1% | 76,540 | $11.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +9.3% | 74,327 | $11.2M |
| Jump Financial, LLC | 0.11% | Add +108.0% | 74,323 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Add +0.9% | 71,293 | $10.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -7.7% | 70,441 | $10.7M |
| D. E. Shaw & Co. | 0.01% | Add +101.0% | 65,573 | $9.9M |
| California State Teachers Retirement System | 0.01% | Reduce -5.5% | 64,079 | $9.7M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.6% | 64,018 | $9.7M |
| ExodusPoint Capital Management, LP | 0.09% | New | 63,397 | $9.6M |
| Aristotle Capital Boston, LLC | 0.61% | Reduce -17.2% | 60,429 | $9.1M |
| Magellan Asset Management Ltd | 0.20% | Add +16.8% | 58,544 | $8.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.1% | 58,772 | $8.8M |
| Gabelli Funds LLC | 0.06% | Add +3.5% | 57,462 | $8.7M |
| Millennium Management | 0.01% | Add +114.2% | 53,700 | $8.1M |
| Clark Capital Management Group, Inc. | 0.04% | Add +8.4% | 52,756 | $8.0M |
| Ilex Capital Partners (UK) LLP | 0.16% | New | 50,086 | $7.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +19.9% | 49,527 | $7.5M |
| Kayne Anderson Capital Advisors LP | 0.15% | Add +27.5% | 49,090 | $7.4M |
| LPL Financial LLC | 0.00% | Add +0.0% | 48,547 | $7.3M |
| Jones Financial Companies LLLP | 0.00% | Add +2.2% | 47,725 | $7.3M |
| Worldquant Millennium Advisors LLC | 0.02% | Add +117.5% | 46,866 | $7.1M |
| First National Bank of Omaha | 0.19% | Reduce -9.5% | 45,490 | $6.9M |
| US Bancorp \de | 0.01% | Add +4.1% | 45,341 | $6.9M |
| Emerald Investment Advisers, LLC | 0.45% | Add +8.3% | 44,637 | $6.8M |
| State of Alaska, Department of Revenue | 0.07% | Reduce -9.4% | 44,635 | $6.8M |
| Thomas Story & Son LLC | 2.37% | Reduce -0.1% | 44,221 | $6.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +3.7% | 43,131 | $6.5M |
| Vanguard Investments Australia, Ltd. | 0.02% | Add +5.2% | 42,873 | $6.5M |
| Phocas Financial Corp. | 0.88% | Reduce -5.0% | 42,000 | $6.4M |
| Entropy Technologies, LP | 0.25% | Add +72.2% | 41,808 | $6.3M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -0.2% | 41,508 | $6.3M |
| Hilton Capital Management, LLC | 0.42% | Add +5.2% | 40,263 | $6.1M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.5% | 38,868 | $5.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +2.0% | 38,562 | $5.8M |
| Buckley Wealth Management, LLC | 1.41% | Reduce -0.5% | 37,605 | $5.7M |
| Brevan Howard Capital Management LP | 0.08% | Add +5.9% | 36,794 | $5.6M |
| Lanark Financial, Inc. | 0.37% | Reduce -1.4% | 36,555 | $5.5M |
| Cerity Partners LLC | 0.01% | Add +29.4% | 35,820 | $5.4M |
| Macquarie Group Ltd. | 0.02% | Reduce -8.4% | 34,390 | $5.2M |
| XTX Topco Ltd | 0.07% | Add +370.6% | 34,113 | $5.2M |
| John G Ullman & Associates Inc. | 0.62% | Reduce -5.8% | 33,929 | $5.1M |
| Texas Yale Capital Corp. | 0.11% | Add +0.7% | 33,905 | $5.1M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 33,801 | $5.1M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 32,989 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.5% | 33,024 | $5.0M |
| TD Asset Management Inc | 0.00% | Reduce -1.4% | 32,884 | $5.0M |
| Alps Advisors Inc. | 0.02% | Add +10.3% | 32,455 | $4.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +14.2% | 31,059 | $4.7M |
| Focus Partners Wealth | 0.00% | Reduce -1.3% | 30,577 | $4.6M |
| PDT Partners, LLC | 0.23% | New | 29,441 | $4.5M |
| Sciencast Management LP | 0.91% | Add +15.1% | 28,970 | $4.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.3% | 28,674 | $4.3M |
| Treasurer of the State of North Carolina | 0.01% | Add +23.5% | 28,499 | $4.3M |
| Mariner, LLC | 0.00% | Add +445.6% | 28,360 | $4.3M |
| Benjamin Edwards Inc. | 0.04% | Add +3.0% | 28,215 | $4.3M |
| River Road Asset Management, LLC | 0.05% | Reduce -16.1% | 27,114 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Add +0.3% | 26,676 | $4.0M |
| Verition Fund Management LLC | 0.03% | New | 26,671 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +6.7% | 25,180 | $3.8M |
| Amalgamated Bank | 0.03% | Reduce -0.5% | 24,661 | $3.7M |
| Jupiter Topco LLC | 0.00% | — | 24,657 | $3.7M |
| Sit Investment Associates Inc. | 0.07% | Reduce -25.9% | 24,050 | $3.6M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -0.2% | 23,846 | $3.6M |
| Guggenheim Capital LLC | 0.02% | Add +16.2% | 23,759 | $3.6M |
| Van Eck Associates Corp. | 0.00% | Add +7.8% | 23,590 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 22,153 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 21,125 | $3.2M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Add +39.4% | 20,964 | $3.2M |
| Congress Asset Management Co. | 0.02% | Add +1.1% | 20,798 | $3.1M |
| Keybank National Association | 0.01% | Reduce -1.8% | 20,763 | $3.1M |
| SummitTX Capital, L.P. | 0.08% | Reduce -16.5% | 20,698 | $3.1M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.7% | 20,568 | $3.1M |
| Pring Turner Capital Group Inc. | 1.72% | Reduce -2.9% | 21,354 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +1.4% | 19,881 | $3.0M |
| Barclays PLC | 0.00% | Add +9.5% | 19,371 | $2.9M |
| Fifth Third Bancorp | 0.00% | Reduce -7.4% | 18,978 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -1.9% | 18,888 | $2.9M |
| Tudor Investment Corporation | 0.01% | Reduce -70.3% | 18,815 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -5.5% | 18,605 | $2.8M |
| Summit Trail Advisors, LLC | 0.04% | Add +15.7% | 18,440 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 18,405 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.9% | 17,780 | $2.7M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 18,842 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -37.6% | 17,548 | $2.7M |
| &partners | 0.01% | Reduce -0.9% | 17,393 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +5.1% | 17,005 | $2.6M |
| State of Wisconsin Investment Board | 0.01% | Reduce -42.8% | 16,889 | $2.6M |
| Capital Fund Management S.A. | 0.02% | New | 16,870 | $2.6M |
| Vident Advisory, LLC | 0.02% | Add +333.7% | 16,780 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.3% | 16,394 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Add +3.2% | 16,200 | $2.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.9% | 15,500 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -7.0% | 15,417 | $2.3M |
| Bridgefront Capital, LLC | 0.61% | Add +8.5% | 15,377 | $2.3M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 15,289 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.8% | 15,057 | $2.3M |
| Fred Alger Management, LLC | 0.01% | Reduce -1.4% | 14,946 | $2.3M |
| Aster Capital Management (DIFC) Ltd | 0.48% | Add +232.1% | 14,842 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 14,608 | $2.2M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -0.0% | 13,722 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +28.1% | 13,390 | $2.0M |
| RW Investment Management LLC | 0.18% | No change | 13,382 | $2.0M |
| Occudo Quantitative Strategies LP | 0.11% | Add +104.4% | 13,212 | $2.0M |
| Hantz Financial Services, Inc. | 0.03% | Add +8.2% | 13,027 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -0.8% | 12,920 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,908 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +47.6% | 12,493 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +2.9% | 12,464 | $1.9M |
| Oliver Luxxe Assets LLC | 0.28% | Reduce -45.8% | 12,416 | $1.9M |
| Cambiar Investors LLC | 0.08% | Reduce -0.2% | 12,353 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.0% | 12,304 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -0.3% | 11,901 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +121.3% | 11,806 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Reduce -63.3% | 11,746 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 11,595 | $1.8M |
| Allstate Corp. | 0.02% | Add +1.4% | 11,537 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +3.6% | 11,462 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 11,100 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +0.3% | 11,044 | $1.7M |
| Centiva Capital, LP | 0.06% | Reduce -12.8% | 10,878 | $1.6M |
| Caxton Associates LLP | 0.03% | No change | 10,562 | $1.6M |
| Commerce Bank | 0.01% | No change | 10,511 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +38.4% | 10,487 | $1.6M |
| New Mexico Educational Retirement Board | 0.04% | No change | 10,300 | $1.6M |
| Corient Private Wealth LP | 0.00% | Add +12.4% | 10,214 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +2.4% | 10,197 | $1.5M |
| Oak Thistle LLC | 0.15% | New | 10,145 | $1.5M |
| Capstone Investment Advisors, LLC | 0.01% | Add +20.4% | 10,120 | $1.5M |
| Agp Franklin, LLC | 0.65% | Add +3.6% | 9,975 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +26.0% | 9,648 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -4.4% | 9,672 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -9.0% | 9,598 | $1.5M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -2.1% | 9,078 | $1.4M |
| Polymer Capital Management (US) LLC | 0.20% | New | 8,998 | $1.4M |
| WINTON GROUP Ltd | 0.04% | Add +2.4% | 8,707 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -1.9% | 8,617 | $1.3M |
| Gsa Capital Partners LLP | 0.08% | Reduce -18.2% | 8,572 | $1.3M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -32.8% | 8,410 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.7% | 8,364 | $1.3M |
| Sagewood Asset Management LP | 0.29% | Add +25.3% | 8,333 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -82.2% | 8,209 | $1.2M |
| First National Advisers, LLC | 0.17% | Reduce -9.4% | 7,919 | $1.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -90.1% | 7,772 | $1.2M |
| Quantbot Technologies LP | 0.05% | Reduce -63.2% | 7,697 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -27.7% | 7,535 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 7,527 | $1.1M |
| Spirit of America Management Corp. | 0.21% | Add +2.8% | 7,400 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.6% | 7,363 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.60% | No change | 7,336 | $1.1M |
| Inspire Investing, LLC | 0.04% | Add +20.8% | 7,116 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.2% | 6,990 | $1.1M |
| Continuum Advisory, LLC | 0.09% | Reduce -0.5% | 6,956 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.3% | 6,897 | $1.0M |
| Everhart Financial Group, Inc. | 0.07% | Reduce -2.4% | 6,843 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.0% | 6,580 | $996K |
| Xponance LLC | 0.01% | Add +2.2% | 6,552 | $991K |
| MML Investors Services, LLC | 0.00% | Add +14.3% | 6,311 | $955K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 6,180 | $935K |
| Quadrant Capital Group LLC | 0.02% | Add +0.5% | 5,839 | $883K |
| Axq Capital, LP | 0.10% | New | 5,837 | $883K |
| Croban | 0.39% | Add +6.6% | 5,833 | $882K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.8% | 5,830 | $882K |
| HB Wealth Management, LLC | 0.00% | Add +119.8% | 5,782 | $875K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 5,753 | $871K |
| Virtus Advisers, LLC | 0.34% | Add +13.6% | 5,686 | $860K |
| Fulton Bank, N.A. | 0.03% | Add +10.1% | 5,683 | $860K |
| R Squared Ltd | 0.45% | New | 5,675 | $859K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.5% | 5,658 | $856K |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 5,562 | $842K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.1% | 5,526 | $836K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.1% | 5,509 | $834K |
| iSAM Funds (UK) Ltd | 0.59% | Reduce -32.5% | 5,500 | $832K |
| GAMCO Investors | 0.01% | Reduce -59.3% | 5,500 | $832K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.0% | 5,409 | $818K |
| Blair William & Co. | 0.00% | Add +16.9% | 5,249 | $794K |
| Mirabella Financial Services LLP | 0.08% | New | 5,061 | $766K |
| Beto Financial Group, LLC | 0.40% | Add +0.1% | 5,190 | $763K |
| Jane Street Group, LLC | 0.00% | Reduce -81.0% | 5,037 | $762K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.6% | 5,007 | $758K |
| Bahl & Gaynor LLC | 0.00% | No change | 5,000 | $757K |
| Tumwater Wealth Management, LLC | 0.27% | No change | 4,981 | $754K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.30% | No change | 4,947 | $748K |
| James Investment Research, Inc. | 0.08% | No change | 4,930 | $746K |
| Quadrature Capital Ltd | 0.01% | New | 4,772 | $722K |
| PFG Advisors | 0.04% | Add +17.5% | 4,760 | $720K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,597 | $696K |
| Kingdom Financial Group LLC. | 0.17% | Reduce -6.2% | 4,501 | $681K |
| Global Retirement Partners, LLC | 0.01% | — | 4,377 | $662K |
| Ethic Inc. | 0.01% | New | 4,328 | $655K |
| Cynosure Group, LLC | 0.10% | New | 4,323 | $654K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.9% | 4,319 | $654K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.3% | 4,291 | $649K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.2% | 4,240 | $641K |
| Wood Tarver Financial Group, LLC | 0.15% | Add +0.1% | 4,216 | $637K |
| Principal Securities, Inc. | 0.01% | Add +4.4% | 4,165 | $630K |
| Securian Asset Management, Inc. | 0.02% | Add +5.1% | 4,127 | $614K |
| Fiduciary Trust Co | 0.01% | Add +0.5% | 4,025 | $609K |
| EntryPoint Capital, LLC | 0.15% | No change | 4,024 | $609K |
| Merit Financial Group, LLC | 0.00% | Add +104.3% | 4,005 | $606K |
| Wellington Shields Capital Management, LLC | 0.08% | No change | 4,000 | $605K |
| IFM Investors Pty Ltd | 0.00% | Add +2.6% | 3,954 | $598K |
| Vise Technologies, Inc. | 0.01% | Add +10.8% | 3,939 | $596K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.8% | 3,807 | $576K |
| Swiss Life Asset Management Ltd | 0.00% | Add +13.0% | 3,727 | $564K |
| Machina Capital S.A.S. | 0.09% | Add +67.9% | 3,726 | $564K |
| Mangrove Partners Im, LLC | 0.04% | New | 3,717 | $562K |
| Jacobi Capital Management LLC | 0.03% | Add +4.2% | 3,691 | $558K |
| Welch Group, LLC | 0.02% | No change | 3,656 | $553K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.7% | 3,650 | $552K |
| Man Group plc | 0.00% | Reduce -82.3% | 3,591 | $543K |
| Park Avenue Securities LLC | 0.00% | Add +1.2% | 3,588 | $543K |
| Signaturefd, LLC | 0.01% | Add +4.5% | 3,544 | $536K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.4% | 3,534 | $535K |
| Teacher Retirement System of Texas | 0.00% | New | 3,516 | $532K |
| Inspire Advisors, LLC | 0.04% | Add +0.3% | 3,455 | $523K |
| Trust Point Inc. | 0.04% | Reduce -39.1% | 3,351 | $507K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.1% | 3,320 | $502K |
| Regions Financial Corp. | 0.00% | Reduce -21.9% | 3,251 | $492K |
| Evergreen Capital Management LLC | 0.01% | Add +1.5% | 3,179 | $481K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -49.6% | 3,146 | $476K |
| Kentucky Trust Co | 0.23% | Reduce -0.8% | 3,100 | $469K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 3,057 | $463K |
| Prudential Financial Inc. | 0.00% | Reduce -5.5% | 3,021 | $457K |
| CIBC Bancorp USA Inc. | 0.00% | Add +5.2% | 2,952 | $447K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 2,934 | $444K |
| UMB Bank, n.a. | 0.01% | Add +1.4% | 2,885 | $437K |
| Moody Aldrich Partners LLC | 0.08% | Reduce -0.3% | 2,877 | $435K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -27.8% | 2,858 | $432K |
| Maryland State Retirement & Pension System | 0.01% | Add +14.5% | 2,842 | $430K |
| Utah Retirement Systems | 0.00% | No change | 2,841 | $430K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,828 | $428K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.2% | 2,750 | $416K |
| NewEdge Wealth, LLC | 0.00% | Add +32.4% | 2,651 | $401K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -18.0% | 2,645 | $400K |
| Teza Capital Management LLC | 0.77% | New | 2,639 | $399K |
| Lido Advisors, LLC | 0.00% | New | 2,621 | $397K |
| Inceptionr LLC | 0.10% | New | 2,587 | $391K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -68.5% | 2,559 | $387K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -18.2% | 2,532 | $383K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.6% | 2,511 | $380K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.4% | 2,511 | $380K |
| Greenland Capital Management LP | 0.08% | No change | 2,510 | $380K |
| Atala Financial Inc | 0.23% | No change | 2,509 | $380K |
| Briggs Wealth Management, Inc | 0.34% | No change | 2,467 | $373K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 2,441 | $369K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +31.5% | 2,429 | $368K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.0% | 2,398 | $363K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +16.6% | 2,394 | $362K |
| Phillips Wealth Planners LLC | 0.26% | Reduce -10.5% | 2,343 | $355K |
| Howe & Rusling Inc. | 0.02% | Reduce -20.0% | 2,347 | $355K |
| Nvwm, LLC | 0.07% | No change | 2,316 | $350K |
| Cresset Asset Management, LLC | 0.00% | Add +1.2% | 2,294 | $347K |
| Greenfield Seitz Capital Management, LLC | 0.10% | No change | 2,282 | $345K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 2,237 | $338K |
| Meeder Advisory Services, Inc. | 0.01% | Add +0.1% | 2,237 | $338K |
| Next Level Wealth Planning, LLC | 0.15% | No change | 2,225 | $337K |
| Callan Family Office, LLC | 0.01% | Add +4.3% | 2,223 | $336K |
| Syon Capital LLC | 0.01% | Add +9.1% | 2,200 | $333K |
| Vanguard Capital Wealth Advisors | 0.22% | Add +0.6% | 2,187 | $331K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +1.5% | 2,057 | $311K |
| Apollon Wealth Management, LLC | 0.00% | Add +8.1% | 2,034 | $308K |
| CENTRAL TRUST Co | 0.01% | No change | 2,030 | $307K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,026 | $307K |
| Voleon Capital Management LP | 0.01% | New | 2,004 | $303K |
| Ingalls & Snyder LLC | 0.01% | No change | 2,000 | $303K |
| Integrated Wealth Concepts LLC | 0.00% | Add +23.8% | 1,989 | $301K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,954 | $296K |
| Modern Wealth Management, LLC | 0.00% | New | 1,944 | $294K |
| Wedbush Securities Inc. | 0.01% | Add +19.1% | 1,930 | $292K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -18.0% | 1,913 | $289K |
| Chicago Partners Investment Group LLC | 0.01% | Add +34.1% | 1,936 | $289K |
| JGP Wealth Management, LLC | 0.03% | Reduce -1.4% | 1,888 | $286K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -1.3% | 1,873 | $283K |
| Summit Financial, LLC | 0.00% | New | 1,838 | $278K |
| TCW Group Inc. | 0.00% | Reduce -5.4% | 1,838 | $278K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 1,837 | $278K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.1% | 1,791 | $271K |
| Shelton Capital Management | 0.00% | No change | 1,750 | $265K |
| Allworth Financial LP | 0.00% | Reduce -23.2% | 1,745 | $264K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.6% | 1,745 | $264K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.4% | 1,698 | $257K |
| CIBC Asset Management Inc | 0.00% | Add +10.1% | 1,691 | $256K |
| Advisory Alpha, LLC | 0.01% | No change | 1,679 | $254K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +1.1% | 1,672 | $253K |
| GAMMA Investing LLC | 0.01% | Add +15.6% | 1,672 | $253K |
| Sterling Capital Management LLC | 0.00% | Reduce -7.9% | 1,666 | $252K |
| Independent Financial Group, LLC | 0.00% | New | 1,653 | $250K |
| Arrien Investments, Inc. | 0.13% | Reduce -4.1% | 1,639 | $248K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 1,636 | $248K |
| QRG Capital Management, Inc. | 0.00% | Add +8.4% | 1,632 | $247K |
| Baird Financial Group, Inc. | 0.00% | New | 1,631 | $247K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +8.8% | 1,625 | $246K |
| Colter Lewis Investment Partners LLC | 0.11% | No change | 1,624 | $246K |
| AssuredPartners Investment Advisors, LLC | 0.02% | Reduce -2.1% | 1,618 | $245K |
| North Dakota State Investment Board | 0.01% | Add +1.6% | 1,603 | $243K |
| Arax Advisory Partners | 0.00% | Add +43.0% | 1,595 | $241K |
| Waterfront Wealth Inc. | 0.04% | Add +0.6% | 1,600 | $241K |
| Rothschild Investment LLC | 0.01% | Add +3285.1% | 1,591 | $241K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +8.5% | 1,588 | $240K |
| American National Bank & Trust | 0.02% | Reduce -2.2% | 1,587 | $240K |
| AlphaGrep UK Ltd | 0.07% | New | 1,579 | $239K |
| Compound Planning, Inc. | 0.01% | Add +1.7% | 1,567 | $237K |
| KBC Group NV | 0.00% | No change | 1,544 | $234K |
| Delta Asset Management LLC | 0.02% | No change | 1,538 | $233K |
| Parcion Private Wealth LLC | 0.01% | New | 1,523 | $230K |
| Marex Group Ltd | 0.00% | New | 1,519 | $230K |
| Frec Markets, Inc. | 0.02% | New | 1,501 | $227K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 1,500 | $227K |
| nVerses Capital, LLC | 0.34% | Reduce -40.5% | 1,481 | $224K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 1,471 | $223K |
| Mountain Pacific Investment Advisers LLC | 0.03% | No change | 1,467 | $222K |
| Prelude Capital Management, LLC | 0.02% | New | 1,456 | $220K |
| Composition Wealth, LLC | 0.00% | Add +1.8% | 1,446 | $219K |
| IHT Wealth Management, LLC | 0.00% | Reduce -4.7% | 1,446 | $219K |
| IFP Advisors, Inc | 0.00% | Add +29.5% | 1,431 | $217K |
| MAI Capital Management | 0.00% | Add +717.2% | 1,422 | $215K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 1,407 | $214K |
| IFS Group,LLC | 0.29% | No change | 1,400 | $212K |
| Sowell Financial Services LLC | 0.01% | Reduce -12.1% | 1,398 | $211K |
| Brighton Jones LLC | 0.00% | New | 1,377 | $208K |
| Sloy Dahl & Holst, LLC | 0.03% | New | 1,372 | $208K |
| Abel Hall, LLC | 0.04% | New | 1,358 | $205K |
| Independent Advisor Alliance | 0.00% | New | 1,354 | $205K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 1,349 | $204K |
| Armistice Capital, LLC | 0.01% | New | 1,346 | $204K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.8% | 1,346 | $204K |
| Savant Capital, LLC | 0.00% | Reduce -12.7% | 1,342 | $203K |
| Blue Trust, Inc. | 0.00% | Reduce -6.4% | 1,340 | $203K |
| F/m Investments LLC | 0.01% | New | 1,326 | $201K |
| Assetmark, Inc. | 0.00% | Add +8.0% | 1,277 | $193K |
| Asset Dedication, LLC | 0.01% | No change | 1,065 | $161K |
| Acadian Asset Management LLC | 0.00% | No change | 1,022 | $154K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -7.8% | 983 | $149K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -12.4% | 914 | $138K |
| Parkside Financial Bank & Trust | 0.01% | Add +93.7% | 860 | $130K |
| Eastern Bank | 0.00% | No change | 859 | $130K |
| Mather Group, Llc. | 0.00% | No change | 776 | $117K |
| Union Savings Bank | 0.05% | No change | 750 | $113K |
| Clean Yield Group | 0.03% | No change | 700 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.1% | 695 | $105K |
| 1620 Investment Advisors, Inc. | 0.06% | Reduce -5.6% | 661 | $100K |
| Aquatic Capital Management LLC | 0.00% | Reduce -95.7% | 631 | $95K |
| Asset Planning,Inc | 0.05% | Add +0.7% | 552 | $83K |
| SouthState Bank Corp | 0.00% | No change | 515 | $78K |
| Wellington Shields & Co., LLC | 0.02% | No change | 500 | $76K |
| Avalon Trust Co | 0.00% | No change | 500 | $76K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $76K |
| Versant Capital Management, Inc | 0.01% | No change | 493 | $75K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 470 | $71K |
| Smartleaf Asset Management LLC | 0.00% | No change | 383 | $58K |
| Bessemer Group Inc. | 0.00% | No change | 382 | $58K |
| Quarry LP | 0.01% | Reduce -70.6% | 366 | $55K |
| Institute for Wealth Management, LLC. | 0.00% | New | 362 | $55K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.6% | 359 | $54K |
| Independence Bank of Kentucky | 0.01% | No change | 357 | $54K |
| Smithfield Trust Co | 0.00% | No change | 340 | $52K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +7.8% | 330 | $50K |
| StrongBox Wealth, LLC | 0.01% | New | 304 | $46K |
| SHP Wealth Management | 0.00% | Reduce -2.0% | 300 | $45K |
| Quent Capital, LLC | 0.00% | Add +6.2% | 291 | $44K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +7.5% | 287 | $43K |
| Wellington-Altus USA Inc. | 0.03% | No change | 303 | $43K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 280 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 275 | $42K |
| Clearstead Advisors, LLC | 0.00% | Add +2640.0% | 274 | $41K |
| TD Private Client Wealth LLC | 0.00% | Add +1225.0% | 265 | $40K |
| Los Angeles Capital Management LLC | 0.00% | Add +283.8% | 261 | $39K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 260 | $39K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 241 | $36K |
| Larson Financial Group LLC | 0.00% | No change | 237 | $36K |
| Elequin Capital, LP | 0.01% | New | 235 | $36K |
| Chilton Capital Management LLC | 0.00% | No change | 232 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | Add +603.1% | 225 | $34K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 216 | $33K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 201 | $30K |
| Trust Co. of Vermont | 0.00% | — | 200 | $30K |
| LRI Investments, LLC | 0.00% | Reduce -4.8% | 196 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -56.1% | 180 | $27K |
| Private Trust Co. NA | 0.00% | Reduce -5.3% | 178 | $27K |
| SJS Investment Consulting Inc. | 0.00% | Add +2428.6% | 177 | $27K |
| Osterweis Capital Management Inc. | 0.00% | Reduce -52.8% | 166 | $25K |
| S&T Bank | 0.01% | Reduce -24.6% | 144 | $22K |
| Manchester Capital Management LLC | 0.00% | No change | 142 | $21K |
| Richardson Financial Services Inc. | 0.01% | Add +10.2% | 140 | $21K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 139 | $21K |
| Private Wealth Management Group, LLC | 0.00% | No change | 134 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 134 | $20K |
| Essential Partners LLC | 0.01% | Add +219.5% | 131 | $20K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 108 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 105 | $16K |
| Ankerstar Wealth, LLC | 0.01% | No change | 100 | $15K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $15K |
| Financial Perspectives, Inc | 0.00% | No change | 99 | $15K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.9% | 94 | $14K |
| Robinswood Financial LLC | 0.00% | Add +1.2% | 86 | $13K |
| True Wealth Design, LLC | 0.00% | Add +2025.0% | 85 | $13K |
| Triumph Capital Management | 0.00% | No change | 80 | $12K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +12.9% | 79 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 77 | $12K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 75 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 74 | $11K |
| Covestor Ltd | 0.01% | Reduce -71.2% | 70 | $11K |
| Lodestone Wealth Management LLC | 0.00% | No change | 69 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -1.5% | 66 | $10K |
| Sankala Group LLC | 0.01% | No change | 68 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 64 | $10K |
| Whittier Trust Co. | 0.00% | No change | 64 | $10K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $10K |
| Huntington National Bank | 0.00% | Add +13.0% | 61 | $9K |
| CVA Family Office, LLC | 0.00% | Add +3.6% | 57 | $9K |
| WPG Advisers, LLC | 0.00% | Add +11.1% | 50 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -20.3% | 47 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 47 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 49 | $7K |
| LGT Financial Advisors LLC | 0.04% | No change | 46 | $7K |
| Rossby Financial, LCC | 0.00% | Add +16.7% | 42 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 40 | $6K |
| NFSG Corp | 0.00% | No change | 40 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 35 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 34 | $5K |
| Ares Financial Consulting, LLC | 0.00% | No change | 31 | $5K |
| Signature Equity Partners, LLC | 0.00% | Add +93.8% | 31 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 27 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 27 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 27 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 27 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 27 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 25 | $4K |
| First Horizon Corp. | 0.00% | Add +50.0% | 24 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +53.3% | 23 | $3K |
| Basepoint Wealth LLC | 0.00% | No change | 20 | $3K |
| Sunrise Financial Services, LLC | 0.00% | No change | 19 | $3K |
| Zions Bancorporation, National Association | 0.00% | Add +5.6% | 19 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 17 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 17 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -5.9% | 16 | $2K |
| HM Payson & Co. | 0.00% | No change | 14 | $2K |
| Grove Bank & Trust | 0.00% | No change | 14 | $2K |
| CX Institutional | 0.00% | No change | 15 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.6% | 12 | $2K |
| Torren Management, LLC | 0.00% | No change | 12 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 11 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 9 | $1K |
| Spire Wealth Management | 0.00% | No change | 9 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +166.7% | 8 | $1K |
| Cromwell Holdings LLC | 0.00% | No change | 8 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $1K |
| FWL Investment Management, LLC | 0.00% | New | 8 | $1K |
| Sachetta, LLC | 0.00% | Reduce -56.3% | 7 | $1K |
| JDM Financial Group LLC | 0.00% | No change | 7 | $1K |
| Avion Wealth | 0.00% | No change | 12 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 6 | $908 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 6 | $908 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $908 |
| JNBA Financial Advisors | 0.00% | New | 5 | $757 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $606 |
| Westfuller Advisors, LLC | 0.00% | No change | 4 | $586 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 3 | $454 |
| Planning Strategies Inc. | 0.00% | — | 3 | $454 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 3 | $454 |
| Buck Wealth Strategies, LLC | 0.00% | New | 2 | $303 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $302 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $184 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $152 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $152 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $151 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -98.8% | 1 | $151 |
| Activest Wealth Management | 0.00% | No change | 1 | $151 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $151 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 1 | $151 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1 | $151 |
| Navigoe, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is IDA's weight in each manager's 13F, not the share of Idacorp Inc. the manager owns.