Kinder MorganKMI

13F holders, Q2 2024 (June 30)
1,394holders +26
111new positions
83sold out
9famous investors
$19.87avg. 13F price*

At the end of Q2 2024, 1,394 institutions reported holding Kinder Morgan Inc. (KMI) in their 13F filings, up 26 from Q1 2024. 111 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($4.0B), BlackRock Inc. ($3.1B) and State Street Corp. ($2.6B). 9 famous investors held it, including Stanley Druckenmiller (4.8% of Duquesne Family Office's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Kinder Morgan Inc.
Sector
Utilities
CUSIP
49456B101
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions111$215.2M
Exits83$148.4M

All 13F filers, Q1 2024 → Q2 2024: 85,300,796 shares bought and 70,613,859 shares sold, net +14,686,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,394 holders

Vanguard Group Inc. 0.08% Add +0.3% 200,449,657 $4.0B
BlackRock Inc. 0.07% Add +4.3% 156,966,896 $3.1B
State Street Corp. 0.11% Add +4.5% 128,764,568 $2.6B
Bank of America Corp. 0.12% Reduce -0.8% 63,408,338 $1.3B
Geode Capital Management, LLC 0.09% Add +19.9% 50,845,083 $1.0B
JPMorgan Chase & Co. 0.06% Add +1.1% 37,261,451 $740.4M
Charles Schwab Investment Management Inc. 0.12% Add +0.7% 30,828,656 $612.6M
Norges Bank 0.08% Add +7.3% 27,577,173 $548.0M
Invesco Ltd. 0.11% Add +5.2% 26,074,147 $518.1M
Morgan Stanley 0.04% Add +4.6% 25,568,994 $508.1M
T. Rowe Price Associates Inc. 0.06% Add +17.3% 23,943,743 $475.8M
Northern Trust Corp. 0.07% Add +1.3% 20,388,197 $405.1M
UBS Group AG 0.10% Add +2.4% 16,942,667 $336.7M
Dimensional Fund Advisors LP 0.09% Add +1.6% 16,904,252 $335.9M
Legal & General Group Plc 0.09% Reduce -8.3% 16,839,129 $334.6M
Wells Fargo & Company 0.07% Add +4.4% 13,859,860 $275.4M
Bank of New York Mellon Corp 0.05% Reduce -1.4% 13,060,975 $259.5M
Deutsche Bank AG 0.12% Reduce -6.1% 12,895,027 $256.2M
Goldman Sachs Group Inc. 0.05% Add +41.8% 12,276,375 $243.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Add +33.0% 11,863,869 $235.7M
Ensign Peak Advisors, Inc 0.42% Reduce -1.7% 11,481,704 $228.1M
Tortoise Capital Advisors, L.L.C. 2.83% Reduce -21.6% 10,754,052 $213.7M
Kayne Anderson Capital Advisors LP 5.63% Add +5.2% 10,480,695 $208.3M
Castle Hook Partners LP 7.14% Add +33.0% 10,377,975 $206.2M
Amundi 0.08% Reduce -29.9% 10,220,975 $204.0M
Energy Income Partners, LLC 4.41% Reduce -7.0% 9,964,474 $198.0M
Royal Bank of Canada 0.05% Reduce -0.8% 9,417,462 $187.1M
Clearbridge Investments, LLC 0.13% Reduce -24.9% 8,353,663 $166.0M
First Pacific Advisors, LP 2.24% Add +2.0% 8,198,954 $162.9M
Orbis Allan Gray Ltd 0.97% Reduce -1.5% 7,822,976 $155.4M
Marshall Wace, LLP 0.22% Add +20.6% 7,770,943 $154.4M
Berkley W R Corp. 8.48% No change 7,625,000 $151.5M
Bank of Montreal 0.04% Reduce -6.2% 7,321,682 $147.2M
FPR Partners LLC 14.66% Reduce -12.1% 7,297,032 $145.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.33% — 6,861,422 $136.3M
California Public Employees Retirement System 0.10% Add +24.8% 6,842,230 $136.0M
Duquesne Family Office 4.76% Add +74.0% 6,753,165 $134.2M
Nuveen Asset Management, LLC 0.04% Reduce -13.7% 6,422,506 $132.7M
HSBC Holdings PLC 0.08% Add +23.3% 6,135,632 $121.9M
Swiss National Bank 0.08% Reduce -1.3% 5,913,874 $117.5M
Barclays PLC 0.05% Reduce -18.9% 5,851,934 $116.3M
First Trust Advisors LP 0.11% Add +152.9% 5,244,873 $104.2M
Lord, Abbett & Co. LLC 0.33% No change 5,050,312 $100.3M
Macquarie Group Ltd. 0.11% Reduce -4.5% 5,012,602 $99.6M
Sound Shore Management Inc 3.16% Reduce -2.9% 4,766,312 $94.7M
Bahl & Gaynor LLC 0.53% Add +19.8% 4,741,789 $94.2M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -9.0% 4,561,450 $90.6M
Renaissance Technologies 0.15% Add +35.3% 4,550,331 $90.4M
Confluence Investment Management LLC 1.30% Reduce -4.8% 4,547,002 $90.3M
Thompson Siegel & Walmsley LLC 1.42% Reduce -14.2% 4,442,302 $88.3M
Envestnet Asset Management Inc. 0.03% Reduce -0.1% 4,414,587 $87.7M
Raymond James & Associates 0.06% Add +3.7% 4,397,883 $87.4M
Manufacturers Life Insurance Company, The 0.08% Add +2.1% 4,113,709 $81.7M
Rhumbline Advisers 0.08% Add +0.6% 4,060,420 $80.7M
Rockefeller Capital Management L.P. 0.21% Add +6.5% 3,803,328 $75.6M
Empower Advisory Group, LLC 0.28% Add +0.7% 3,762,968 $74.8M
LPL Financial LLC 0.04% Add +12.9% 3,564,160 $70.8M
Allianz Asset Management GmbH 0.11% Add +83.9% 3,504,432 $69.6M
FMR LLC 0.00% Reduce -11.7% 3,481,659 $69.2M
California State Teachers Retirement System 0.08% Add +8.4% 3,420,500 $68.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.43% Reduce -1.0% 3,266,771 $64.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 5.02% Add +2.5% 3,178,295 $63.2M
BNP Paribas Financial Markets 0.07% Add +13.3% 3,145,048 $62.5M
Assenagon Asset Management S.A. 0.15% Add +6.8% 3,075,388 $61.1M
SIR Capital Management, L.P. 6.05% Add +10.5% 3,059,853 $60.8M
Southpoint Capital Advisors LP 1.48% New 3,000,000 $59.6M
Aberdeen Group plc 0.11% Add +27.8% 2,983,115 $59.3M
Zacks Investment Management 0.65% Add +2.4% 2,903,361 $57.7M
Advisors Capital Management, LLC 0.94% Add +3.7% 2,712,339 $53.9M
King Luther Capital Management Corp. 0.24% Add +3.7% 2,706,450 $53.8M
Kornitzer Capital Management Inc. 1.02% Add +1.2% 2,683,865 $53.3M
Aviva PLC 0.15% Add +17.8% 2,605,017 $51.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +9.0% 2,575,730 $51.2M
Ameriprise Financial Inc. 0.01% Add +14.6% 2,550,607 $50.7M
National Pension Service 0.06% Reduce -2.9% 2,538,467 $50.4M
Fayez Sarofim & Co 0.14% Reduce -14.2% 2,531,054 $50.3M
CANADA LIFE ASSURANCE Co 0.09% Reduce -1.0% 2,521,089 $50.1M
Alliancebernstein L.P. 0.02% Add +3.9% 2,499,642 $49.7M
Victory Capital Management Inc. 0.05% Reduce -1.6% 2,461,107 $48.9M
Russell Investments Group, Ltd. 0.08% Reduce -1.5% 2,360,364 $46.9M
Stifel Financial Corp. 0.05% Reduce -16.3% 2,302,004 $45.7M
Squarepoint Ops LLC 0.17% Reduce -11.5% 2,283,352 $45.4M
Mariner, LLC 0.09% Add +0.9% 2,236,040 $44.4M
Principal Financial Group Inc. 0.03% Add +4.6% 2,219,720 $44.1M
State Board of Administration of Florida Retirement System 0.09% Reduce -3.3% 2,207,059 $43.9M
River Road Asset Management, LLC 0.62% Add +76.2% 2,177,885 $43.3M
Westwood Holdings Group Inc. 0.35% Reduce -40.9% 2,123,100 $42.2M
Royal London Asset Management Ltd. 0.11% Reduce -12.3% 2,109,869 $41.9M
Focus Partners Wealth 0.14% Add +515.7% 2,091,297 $41.6M
Citigroup Inc. 0.04% Reduce -11.7% 2,021,078 $40.2M
Robeco Institutional Asset Management B.V. 0.09% Reduce -41.5% 2,013,384 $40.0M
Exchange Traded Concepts, LLC 1.02% Add +11.7% 2,010,876 $40.0M
Alps Advisors Inc. 0.26% Reduce -5.8% 1,904,363 $37.8M
Recurrent Investment Advisors LLC 3.97% Add +2.3% 1,899,136 $37.7M
Danske Bank A/S 0.14% Reduce -3.0% 1,866,298 $37.1M
Nichols & Pratt Advisers LLP 2.48% Add +0.0% 1,850,202 $36.8M
Maryland State Retirement & Pension System 0.66% Reduce -0.8% 1,791,975 $35.6M
Swiss Life Asset Management Ltd 0.41% Add +16.7% 1,746,101 $34.7M
Bruni J V & Co. 4.25% Add +13.1% 1,716,272 $34.1M
Duff & Phelps Investment Management Co. 0.43% No change 1,698,198 $33.7M
Penn Davis McFarland Inc. 5.18% Reduce -0.8% 1,683,712 $33.5M
Voloridge Investment Management, LLC 0.12% Reduce -42.9% 1,678,777 $33.4M
New York State Teachers Retirement System 0.07% Reduce -2.9% 1,607,583 $31.9M
Truist Financial Corp. 0.05% Reduce -6.6% 1,572,187 $31.2M
Korea Investment CORP 0.08% Add +90.5% 1,545,723 $30.7M
Janney Montgomery Scott LLC 0.09% Add +3.6% 1,514,281 $30.1M
SG Americas Securities, LLC 0.19% Reduce -13.9% 1,502,461 $29.9M
GMO 0.10% Add +9.9% 1,472,981 $29.3M
Raymond James Financial Services Advisors, Inc. 0.04% Add +3.5% 1,455,687 $28.9M
Cookson Peirce & Co. Inc. 1.37% New 1,434,734 $28.5M
Cetera Investment Advisers 0.07% Add +0.6% 1,428,295 $28.4M
Cohen & Steers, Inc. 0.06% Reduce -8.0% 1,374,354 $27.3M
Prudential Financial Inc. 0.04% Reduce -8.7% 1,347,731 $26.8M
Brandywine Global Investment Management, LLC 0.20% Add +13.8% 1,317,995 $26.2M
HighTower Advisors, LLC 0.04% Add +0.1% 1,294,020 $25.7M
Crestwood Advisors Group, LLC 0.52% Reduce -0.7% 1,267,238 $25.2M
State of Wisconsin Investment Board 0.07% Reduce -0.3% 1,265,056 $25.1M
Berkshire Asset Management LLC 1.24% Add +6.0% 1,248,502 $24.8M
Becker Capital Management Inc. 0.84% Reduce -0.6% 1,228,911 $24.4M
Miller Howard Investments Inc. 0.80% Add +11.6% 1,219,377 $24.2M
Hennessy Advisors Inc. 0.91% Reduce -7.3% 1,215,191 $24.1M
RR Advisors, LLC 6.24% Add +56.0% 1,170,000 $23.2M
Pictet Asset Management Holding SA 0.03% Reduce -8.6% 1,153,252 $22.9M
New York State Common Retirement Fund 0.03% Reduce -50.2% 1,152,130 $22.9M
Cinctive Capital Management LP 1.21% Reduce -5.5% 1,131,187 $22.5M
Van Lanschot Kempen Investment Management N.V. 0.25% Reduce -32.0% 1,127,716 $22.4M
Richmond Hill Investments, LLC 10.11% No change 1,097,040 $21.8M
Guggenheim Capital LLC 0.15% Add +4.6% 1,080,768 $21.5M
Brown Advisory Inc. 0.03% Reduce -0.7% 1,071,103 $21.3M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -9.4% 1,060,546 $21.1M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.6% 1,054,188 $20.9M
Chickasaw Capital Management LLC 0.91% Reduce -5.5% 1,036,101 $20.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -37.0% 1,035,718 $20.6M
Caxton Associates LP 0.80% New 1,035,500 $20.6M
Toronto Dominion Bank 0.03% Reduce -13.2% 996,679 $19.8M
Van Hulzen Asset Management, LLC 1.24% Add +29.4% 931,979 $18.5M
STRS Ohio 0.07% Add +46.9% 922,602 $18.3M
Voya Investment Management LLC 0.02% Reduce -11.6% 915,429 $18.2M
Los Angeles Capital Management LLC 0.07% Add +1680.2% 915,251 $18.2M
Asset Management One Co., Ltd. 0.07% Reduce -5.5% 909,911 $18.1M
D. E. Shaw & Co. 0.03% Add +0.3% 873,801 $17.4M
Osaic Holdings, Inc. 0.04% Reduce -22.7% 870,510 $17.3M
Commonwealth Equity Services, LLC 0.03% Add +2.4% 863,945 $17.2M
Worldquant Millennium Advisors LLC 0.15% Reduce -30.5% 847,909 $16.8M
Skba Capital Management LLC 2.70% Reduce -0.9% 845,420 $16.8M
Treasurer of the State of North Carolina 0.07% Reduce -3.7% 843,805 $16.8M
Gratus Capital, LLC 0.67% Add +28.7% 837,868 $16.6M
Gabelli Funds LLC 0.13% Reduce -9.7% 832,000 $16.5M
Svenska Handelsbanken AB (publ) 4.49% No change 880,282 $16.1M
Walleye Trading LLC 0.32% Add +2385.7% 807,652 $16.0M
Storebrand Asset Management As 0.05% Reduce -0.9% 806,506 $16.0M
Sei Investments Co. 0.02% Add +14.6% 803,815 $16.0M
Coronation Fund Managers Ltd. 0.92% Reduce -13.2% 803,657 $16.0M
Bollard Group LLC 0.45% Add +2.9% 796,702 $15.8M
Varma Mutual Pension Insurance Co 0.13% Reduce -2.0% 795,403 $15.8M
Chicago Partners Investment Group LLC 0.61% Reduce -7.2% 727,432 $15.8M
Franklin Resources Inc. 0.00% Reduce -6.8% 793,798 $15.8M
State of Tennessee, Department of Treasury 0.06% Add +32.3% 788,921 $15.7M
Cresset Asset Management, LLC 0.06% Add +63.2% 753,457 $15.0M
TD Asset Management Inc 0.01% Add +2.3% 739,694 $14.7M
Corient Private Wealth LP 0.03% Add +13.2% 739,633 $14.7M
Public Employees Retirement System of Ohio 0.06% Reduce -19.8% 739,318 $14.7M
National Bank of Canada 0.02% Add +17.0% 742,566 $14.7M
Nan Shan Life Insurance Co., Ltd. 0.35% Reduce -72.1% 734,336 $14.6M
ING Groep NV 0.09% Reduce -32.8% 732,369 $14.6M
Americana Partners, LLC 1.14% Add +0.9% 730,615 $14.5M
Richard C. Young & CO., LTD. 1.74% Add +2.8% 720,744 $14.3M
Jane Street Group, LLC 0.02% Reduce -43.0% 719,021 $14.3M
Cerity Partners LLC 0.04% Reduce -6.8% 717,958 $14.3M
State of New Jersey Common Pension Fund D 0.06% Reduce -32.9% 717,197 $14.3M
Comerica Bank 0.06% Reduce -2.6% 705,111 $14.0M
Illinois Municipal Retirement Fund 0.21% Reduce -5.6% 696,410 $13.8M
Wealth Enhancement Advisory Services, LLC 0.03% Add +4.0% 695,607 $13.8M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -67.0% 693,257 $13.8M
Curi Capital, LLC 0.33% Reduce -3.1% 684,324 $13.6M
Lathrop Investment Management Co. 2.62% Add +10.5% 674,868 $13.4M
USS Investment Management Ltd 0.11% Add +1.2% 667,692 $13.3M
Randolph Co Inc 1.62% No change 665,957 $13.2M
Susquehanna International Group, LLP 0.02% Reduce -42.0% 662,418 $13.2M
Catalyst Capital Advisors LLC 0.30% Add +90.3% 655,748 $13.0M
Investment Management Associates Inc. 4.40% Reduce -0.8% 643,141 $12.8M
Resona Asset Management Co.,Ltd. 0.08% Reduce -5.8% 633,132 $12.6M
Van Eck Associates Corp. 0.02% Add +11.7% 630,340 $12.5M
Baird Financial Group, Inc. 0.03% Add +1.8% 625,639 $12.4M
Centre Asset Management, LLC 2.83% Reduce -1.7% 619,336 $12.3M
Steigerwald, Gordon & Koch Inc. 1.49% Add +3.9% 618,336 $12.3M
IFM Investors Pty Ltd 0.12% Reduce -0.1% 617,832 $12.3M
Carnegie Investment Counsel 0.38% Add +4.7% 617,224 $12.3M
Guinness Asset Management LTD 0.25% Add +14.0% 616,617 $12.2M
DekaBank Deutsche Girozentrale 0.02% Reduce -4.5% 613,314 $12.2M
Adams Natural Resources Fund, Inc. 1.77% Reduce -12.3% 609,092 $12.1M
Mackenzie Financial Corp. 0.02% Reduce -31.2% 596,941 $11.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.12% Reduce -0.3% 589,369 $11.7M
Nomura Asset Management Co. Ltd. 0.04% Add +2.9% 588,403 $11.7M
Whittier Trust Co. 0.16% Add +0.9% 583,416 $11.6M
D.A. Davidson & Co. 0.10% Add +4.1% 582,853 $11.6M
Cadence Bank 0.87% Add +1.0% 580,201 $11.5M
Arizona State Retirement System 0.08% Add +0.9% 579,067 $11.5M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.0% 563,847 $11.2M
WealthTrust Axiom LLC 3.68% Reduce -1.0% 559,029 $11.1M
Brookstone Capital Management 0.18% Reduce -4.4% 534,567 $11.0M
Glenmede Trust Co. NA 0.06% Reduce -18.1% 549,280 $10.9M
Punch & Associates Investment Management, Inc. 0.64% Add +0.5% 544,000 $10.8M
Capital Management Corp. 2.17% Reduce -14.4% 543,939 $10.8M
ProShare Advisors LLC 0.03% Add +4.5% 540,050 $10.7M
Sterling Investment Advisors, Ltd. 2.90% Add +0.5% 539,770 $10.7M
Hoertkorn Richard Charles 4.66% Reduce -3.2% 538,560 $10.7M
Blair William & Co. 0.03% Reduce -16.0% 538,005 $10.7M
Evergreen Capital Management LLC 0.39% Reduce -1.9% 537,263 $10.7M
Oak Harvest Investment Services 1.68% Add +0.5% 534,027 $10.6M
State of Michigan Retirement System 0.05% Reduce -0.2% 528,845 $10.5M
United Asset Strategies, Inc. 1.03% Add +6.5% 525,662 $10.4M
APG Asset Management N.V. 0.02% New 560,100 $10.4M
Ferguson Wellman Capital Management, Inc. 0.21% Add +2.1% 518,901 $10.3M
Calamos Advisors LLC 0.07% Reduce -3.5% 518,048 $10.3M
MetLife Investment Management, LLC 0.06% Add +13.6% 515,156 $10.2M
Fractal Investments LLC 1.73% No change 499,468 $9.9M
Crawford Investment Counsel Inc. 0.19% Reduce -1.4% 494,817 $9.8M
Corebridge Financial, Inc. 0.05% — 493,404 $9.8M
Oppenheimer & Co. Inc. 0.15% Reduce -41.3% 489,958 $9.7M
Linscomb Wealth, Inc. 0.50% Reduce -0.4% 483,863 $9.6M
Callahan Advisors, LLC 0.99% Reduce -1.0% 481,483 $9.6M
Rafferty Asset Management, LLC 0.04% Add +10.9% 481,176 $9.6M
LSV Asset Management 0.02% No change 480,800 $9.6M
Keybank National Association 0.04% Reduce -0.9% 479,824 $9.5M
CHURCHILL MANAGEMENT Corp 0.11% Reduce -1.5% 479,484 $9.5M
Nkcfo LLC 5.00% No change 461,500 $9.2M
Oxbow Advisors, LLC 1.10% Add +0.3% 455,859 $9.1M
AQR Capital Management 0.01% Add +11.2% 457,238 $9.0M
1834 Investment Advisors Co. 1.09% New 454,557 $9.0M
Gotham Asset Management 0.12% Add +60.4% 451,579 $9.0M
Pacer Advisors, Inc. 0.02% Reduce -2.6% 449,213 $8.9M
Beacon Pointe Advisors, LLC 0.11% Reduce -5.1% 448,209 $8.9M
Azimuth Capital Investment Management LLC 0.36% Add +4.2% 443,364 $8.8M
Alberta Investment Management Corp 0.10% Reduce -3.5% 440,907 $8.8M
Visionary Wealth Advisors 0.57% Add +49.0% 435,465 $8.7M
Sanctuary Advisors, LLC 0.06% — 460,248 $8.6M
Envestnet Portfolio Solutions, Inc. 0.03% Add +57.2% 427,008 $8.5M
Retirement Systems of Alabama 0.03% Reduce -0.2% 425,928 $8.5M
Agf Management Ltd. 0.05% Add +0.6% 425,815 $8.5M
Natixis Advisors, LLC 0.02% Add +11.0% 422,920 $8.4M
O'shaughnessy Asset Management, LLC 0.09% Add +23.4% 420,784 $8.4M
Cornerstone Capital, Inc. 0.83% Add +20.7% 416,530 $8.3M
U.S. Capital Wealth Advisors, LLC 0.32% Reduce -4.3% 416,074 $8.3M
Osborne Partners Capital Management, LLC 0.49% Add +1.5% 411,403 $8.2M
MML Investors Services, LLC 0.03% Reduce -13.7% 408,329 $8.1M
Lombard Odier Asset Management (Europe) Ltd 0.54% Add +3.9% 399,776 $7.9M
Cwm, LLC 0.04% Add +0.2% 399,138 $7.9M
Nordea Investment Management AB 0.01% Add +118.6% 400,383 $7.9M
Spirit of America Management Corp. 1.59% Reduce -7.9% 395,244 $7.9M
Creative Planning 0.01% Add +16.4% 391,908 $7.8M
Amalgamated Bank 0.07% Reduce -3.0% 391,186 $7.8M
Blackstone Inc. 0.03% Reduce -47.3% 389,593 $7.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +60.2% 382,549 $7.6M
Schroder Investment Management Group 0.01% Reduce -12.7% 379,683 $7.5M
R.m.sincerbeaux Capital Management LLC 4.95% Reduce -5.8% 379,191 $7.5M
Lumbard & Kellner, LLC 3.55% Reduce -1.3% 378,191 $7.5M
First Citizens Bank & Trust Co. 0.14% Add +77.0% 377,284 $7.5M
Dean Investment Associates, LLC 1.06% Reduce -4.1% 376,931 $7.5M
Wealthfront Advisers LLC 0.02% Add +16.1% 372,048 $7.4M
Camden National Bank 1.14% Add +13.7% 370,880 $7.4M
Daiichi Life Insurance Co., Ltd. 0.18% Reduce -0.1% 368,229 $7.3M
Czech National Bank 0.08% Add +8.1% 367,945 $7.3M
AXA S.A. 0.02% Reduce -19.7% 366,951 $7.3M
PNC Financial Services Group, Inc. 0.00% Add +3.1% 366,263 $7.3M
CIBC Private Wealth Group LLC 0.01% Add +5.7% 363,512 $7.2M
DNB Asset Management AS 0.03% Add +1.9% 361,824 $7.2M
Capital Investment Advisors, LLC 0.16% Add +24.8% 361,376 $7.2M
Canada Pension Plan Investment Board 0.01% Add +147.6% 352,845 $7.0M
Ibex Wealth Advisors 1.08% Add +910.2% 347,350 $6.9M
American Century Companies Inc. 0.00% Add +1.6% 346,183 $6.9M
Snowden Capital Advisors LLC 0.21% Add +6.7% 346,132 $6.9M
Northcape Wealth Management, LLC 2.47% Add +5.0% 344,676 $6.8M
Salem Investment Counselors Inc. 0.22% Reduce -2.2% 339,960 $6.8M
Uniplan Investment Counsel, Inc. 0.63% Reduce -1.7% 339,239 $6.7M
Bradley Foster & Sargent Inc. 0.12% Reduce -1.6% 336,836 $6.7M
Public Sector Pension Investment Board 0.04% Reduce -62.8% 336,226 $6.7M
Yousif Capital Management, LLC 0.07% Reduce -2.4% 331,534 $6.6M
Citadel Advisors 0.01% Reduce -55.7% 328,769 $6.5M
Mesirow Financial Investment Management, Inc. 0.15% Add +1.3% 325,842 $6.5M
Utah Retirement Systems 0.08% Reduce -5.8% 319,361 $6.3M
CIBC Asset Management Inc 0.02% Reduce -2.6% 318,903 $6.3M
Captrust Financial Advisors 0.02% Reduce -3.3% 318,314 $6.3M
Hourglass Capital, LLC 1.88% Reduce -0.0% 318,150 $6.3M
Hoylecohen, LLC 0.47% Reduce -2.5% 314,438 $6.2M
XML Financial, LLC 0.63% Reduce -3.2% 314,080 $6.2M
MTM Investment Management, LLC 2.52% Add +2.5% 310,040 $6.2M
Xponance LLC 0.06% Reduce -1.7% 305,825 $6.1M
Brookfield Corp 0.04% Add +0.8% 304,239 $6.0M
Achmea Investment Management B.V. 0.11% No change 303,352 $6.0M
Gilman Hill Asset Management, LLC 1.08% Add +1.5% 301,519 $6.0M
Private Wealth Partners, LLC 0.45% Add +11.1% 301,339 $6.0M
ARS Wealth Advisors Group, LLC 0.77% Reduce -1.8% 299,226 $5.9M
QRG Capital Management, Inc. 0.07% Reduce -35.2% 298,272 $5.9M
Old National Bancorp 0.14% New 298,237 $5.9M
Mirador Capital Partners LP 1.11% Add +5.1% 298,223 $5.9M
Kestra Advisory Services, LLC 0.03% Add +10.3% 295,766 $5.9M
New York Life Investment Management LLC 0.06% Add +0.9% 295,289 $5.9M
Morningstar Investment Management LLC 0.61% Add +1.8% 293,656 $5.8M
NewEdge Advisors, LLC 0.04% Add +30.7% 291,085 $5.8M
Montchanin Asset Management, LLC 5.52% Reduce -1.7% 290,280 $5.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +6.9% 289,412 $5.8M
CPC Advisors, LLC 0.95% New 289,111 $5.7M
Dakota Wealth Management 0.13% Add +0.2% 284,527 $5.7M
Butensky & Cohen Financial Security, Inc. 1.77% Reduce -0.2% 279,940 $5.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.3% 277,903 $5.5M
Financial Engines Advisors L.L.C. 0.01% Add +3.9% 277,696 $5.5M
Icon Wealth Advisors, LLC 0.49% Add +37.1% 259,524 $5.5M
Cyndeo Wealth Partners, LLC 0.43% New 275,282 $5.5M
Beacon Financial Group 0.62% Add +886.7% 274,344 $5.5M
Candriam S.C.A. 0.03% Reduce -3.8% 273,785 $5.4M
Scott & Selber, Inc. 1.72% Add +1.6% 271,854 $5.4M
AIA Group Ltd 0.16% Add +42.7% 270,303 $5.4M
Washington Trust Advisors, Inc. 0.49% Reduce -5.3% 265,938 $5.3M
Panagora Asset Management Inc. 0.03% Reduce -8.9% 265,638 $5.3M
Tocqueville Asset Management L.P. 0.09% Reduce -6.5% 265,398 $5.3M
Farmers Trust Co. 1.06% Reduce -0.8% 263,284 $5.2M
Strategic Wealth Partners, Ltd. 0.55% Add +10.9% 263,074 $5.2M
Hantz Financial Services, Inc. 0.10% Reduce -4.1% 262,416 $5.2M
Harvest Portfolios Group Inc. 0.20% Add +0.1% 261,337 $5.2M
ExodusPoint Capital Management, LP 0.06% New 258,422 $5.1M
Fort Pitt Capital Group, LLC 0.16% Reduce -89.8% 258,242 $5.1M
Great Lakes Advisors, LLC 0.05% New 257,054 $5.1M
Federation des caisses Desjardins du Quebec 0.03% Reduce -1.9% 256,104 $5.1M
Fort Washington Investment Advisors Inc. 0.03% Add +14.7% 255,129 $5.1M
Two Sigma Advisers, LP 0.01% Add +154.3% 252,500 $5.0M
Cibc World Markets Corp. 0.03% Add +28.4% 252,412 $5.0M
Advisors Asset Management, Inc. 0.10% Reduce -21.5% 252,293 $5.0M
Trexquant Investment LP 0.08% Reduce -71.5% 251,848 $5.0M
TCW Group Inc. 0.04% Add +15.0% 251,434 $5.0M
Greenfield Seitz Capital Management, LLC 1.84% Add +0.8% 249,849 $5.0M
Neuberger Berman Group LLC 0.00% Add +1.9% 249,160 $5.0M
B. Metzler seel. Sohn & Co. AG 0.05% Reduce -13.8% 247,819 $4.9M
M&T Bank Corp 0.02% Add +88.3% 247,466 $4.9M
State of Alaska, Department of Revenue 0.06% Reduce -7.8% 247,279 $4.9M
DAVENPORT & Co LLC 0.03% Reduce -20.7% 246,603 $4.9M
Janus Henderson Group PLC 0.00% Reduce -16.3% 244,745 $4.9M
US Bancorp \de 0.01% Add +5.4% 244,354 $4.9M
Natixis 0.03% Reduce -9.3% 243,593 $4.8M
Mutual of America Capital Management LLC 0.05% Reduce -4.0% 243,497 $4.8M
Ar Asset Management Inc. 1.18% No change 243,220 $4.8M
Whittier Trust Co. of Nevada Inc. 0.13% Add +0.4% 243,092 $4.8M
Silver Lake Advisory, LLC 1.18% Add +2.0% 239,335 $4.8M
Infrastructure Capital Advisors, LLC 0.74% Reduce -46.3% 238,288 $4.7M
Riverview Capital Advisers, LLC 1.59% Reduce -1.0% 237,767 $4.7M
KBC Group NV 0.01% Reduce -15.1% 236,088 $4.7M
NorthCrest Asset Manangement, LLC 0.15% Add +2.9% 234,524 $4.7M
Meridian Wealth Management, LLC 0.55% New 231,353 $4.6M
Nissay Asset Management Corp. /Japan 0.03% Add +2.5% 230,416 $4.6M
Daiwa Securities Group Inc. 0.02% Add +9.1% 230,069 $4.6M
Sonora Investment Management Group, LLC 0.36% No change 247,418 $4.5M
Bank of Nova Scotia 0.01% Reduce -73.6% 222,805 $4.4M
Stablepoint Partners, LLC 0.86% Reduce -5.1% 207,637 $4.4M
Inspire Investing, LLC 0.51% Reduce -14.4% 221,361 $4.4M
Benjamin F. Edwards & Company, Inc. 0.08% Add +21.6% 219,744 $4.4M
Old North State Wealth Management, LLC 2.83% Add +0.1% 215,921 $4.3M
Jackson Hole Capital Partners, LLC 0.94% Reduce -0.0% 215,314 $4.3M
Parallax Volatility Advisers, L.P. 0.12% Add +29741.0% 214,855 $4.3M
Towne Trust Company, N.A 1.65% Reduce -13.5% 214,525 $4.3M
Nisa Investment Advisors, LLC 0.03% Reduce -1.9% 214,237 $4.3M
Arkfeld Wealth Strategies, L.L.C. 2.15% Add +0.9% 212,699 $4.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.8% 211,914 $4.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +291.0% 210,177 $4.2M
Quantinno Capital Management LP 0.07% Add +25.9% 209,174 $4.2M
Lido Advisors, LLC 0.03% Reduce -63.2% 207,424 $4.1M
Valley Wealth Managers, Inc. 0.32% Reduce -6.9% 201,133 $4.0M
KLCM Advisors, Inc. 0.49% Reduce -3.2% 201,036 $4.0M
Canal Insurance CO 1.05% No change 200,000 $4.0M
apricus wealth, LLC 2.83% Reduce -0.3% 199,560 $4.0M
Pacifica Partners Inc. 1.69% Reduce -0.9% 196,681 $3.9M
Cutter & CO Brokerage, Inc. 0.93% Reduce -2.7% 193,659 $3.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +0.6% 193,155 $3.8M
Metis Global Partners, LLC 0.13% Add +2.2% 192,195 $3.8M
Atria Wealth Solutions, Inc. 0.04% Reduce -2.0% 189,999 $3.8M
Entropy Technologies, LP 0.40% New 187,950 $3.7M
Adams Asset Advisors, LLC 0.50% Reduce -4.4% 187,935 $3.7M
Geneos Wealth Management Inc. 0.17% Add +1.4% 187,527 $3.7M
Schonfeld Strategic Advisors LLC 0.03% Add +387.5% 186,259 $3.7M
Per Stirling Capital Management, LLC. 0.59% Reduce -7.5% 184,560 $3.7M
Edgemoor Investment Advisors, Inc. 0.34% Reduce -2.5% 183,986 $3.7M
Banque Cantonale Vaudoise 0.14% Reduce -10.3% 182,277 $3.6M
Crossmark Global Holdings, Inc. 0.07% Add +0.2% 181,453 $3.6M
Steward Partners Investment Advisory, LLC 0.04% Add +12.0% 181,032 $3.6M
Shorepoint Capital Partners LLC 0.84% Add +2.5% 181,022 $3.6M
Stonebridge Capital Advisors LLC 0.31% Reduce -2.2% 179,451 $3.6M
Bourgeon Capital Management LLC 0.70% Reduce -22.1% 179,346 $3.6M
Credit Agricole S A 0.02% Add +40.2% 179,262 $3.6M
Kestra Private Wealth Services, LLC 0.07% Add +27.3% 177,549 $3.5M
Pathstone Holdings, LLC 0.02% Add +4.2% 175,741 $3.5M
Peapack Gladstone Financial Corp. 0.05% Add +1262.0% 175,555 $3.5M
NFC Investments, LLC 1.00% New 175,309 $3.5M
Ingalls & Snyder LLC 0.15% Add +0.4% 175,238 $3.5M
Keene & Associates, Inc. 2.80% New 172,775 $3.4M
Elo Mutual Pension Insurance Co 0.08% Reduce -19.5% 171,366 $3.4M
Sfmg, LLC 0.29% Reduce -1.3% 169,775 $3.4M
Private Advisor Group, LLC 0.02% Add +6.2% 169,640 $3.4M
Capital Analysts, LLC 0.15% Reduce -0.7% 168,993 $3.4M
Pring Turner Capital Group Inc. 2.33% Reduce -1.7% 167,737 $3.3M
Woodley Farra Manion Portfolio Management Inc. 0.18% Add +0.3% 167,327 $3.3M
Hedeker Wealth, LLC 0.96% Add +15.9% 166,927 $3.3M
Virginia Wealth Management Group, Inc. 3.02% Reduce -0.1% 166,607 $3.3M
Gulf International Bank (UK) Ltd 0.08% No change 166,297 $3.3M
A. D. Beadell Investment Counsel, Inc. 2.76% Add +0.7% 166,180 $3.3M
Oregon Public Employees Retirement Fund 0.07% Add +0.3% 165,827 $3.3M
New England Asset Management Inc. 0.57% Reduce -2.8% 164,480 $3.3M
L & S Advisors Inc 0.42% New 164,219 $3.3M
Wintrust Investments LLC 0.26% Reduce -10.4% 163,508 $3.2M
Bar Harbor Wealth Management 0.22% Reduce -9.5% 163,103 $3.2M
Wealth Management Associates, Inc. 1.52% No change 162,870 $3.2M
Acadian Asset Management LLC 0.01% Add +242.4% 162,411 $3.2M
TrueMark Investments, LLC 1.10% Add +58.6% 161,751 $3.2M
Allen Capital Group, LLC 0.45% Add +3.8% 161,442 $3.2M
Lake Street Advisors Group, LLC 0.15% Add +0.6% 161,390 $3.2M
Ellerson Group Inc. 2.44% Add +84.5% 161,306 $3.2M
IMA Advisory Services, Inc. 1.41% Reduce -3.3% 160,985 $3.2M
Truvestments Capital LLC 1.27% Add +3.0% 160,601 $3.2M
Everett Harris & Co. 0.04% Reduce -7.0% 160,595 $3.2M
Mercer Global Advisors Inc. 0.01% Reduce -43.6% 158,668 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -2.8% 153,928 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +9.1% 153,918 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +9.1% 153,918 $3.1M
Proquility Private Wealth Partners, LLC 1.04% Reduce -3.3% 153,491 $3.0M
Stokes Capital Advisors, LLC 0.84% Add +1.5% 152,794 $3.0M
Eagle Global Advisors LLC 0.16% Add +33.3% 151,800 $3.0M
Alpha Omega Wealth Management LLC 0.57% Reduce -0.7% 151,187 $3.0M
Narwhal Capital Management 0.28% Reduce -0.2% 151,150 $3.0M
Samjo Management, LLC 1.12% Reduce -1.6% 150,780 $3.0M
Vanguard Personalized Indexing Management, LLC 0.06% Add +43.1% 151,021 $3.0M
Empowered Funds, LLC 0.05% Reduce -64.9% 150,129 $3.0M
Prospera Financial Services Inc 0.08% Add +2.4% 149,840 $3.0M
Mizuho Securities USA LLC 0.07% New 148,874 $3.0M
Avenir Corp. 0.29% No change 148,820 $3.0M
Moran Wealth Management, LLC 0.10% New 147,354 $2.9M
GYL Financial Synergies, LLC 0.22% Reduce -54.3% 146,362 $2.9M
Wbi Investments, LLC 0.70% Reduce -34.6% 146,294 $2.9M
Regal Investment Advisors LLC 0.19% Add +10.3% 145,787 $2.9M
Shilanski & Associates, Inc. 0.97% Reduce -0.0% 145,781 $2.9M
Ethic Inc. 0.07% Reduce -14.9% 145,622 $2.9M
Kentucky Retirement Systems 0.08% Reduce -0.9% 145,503 $2.9M
Inscription Capital, LLC 0.47% Reduce -4.0% 145,214 $2.9M
Moors & Cabot, Inc. 0.15% Reduce -7.8% 144,061 $2.9M
Vectors Research Management, LLC 0.88% Add +11.8% 144,047 $2.9M
Spinnaker Trust 0.18% Add +0.1% 143,582 $2.9M
JT Stratford LLC 0.53% Add +90.6% 142,736 $2.8M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -25.8% 141,732 $2.8M
Ontario Teachers Pension Plan Board 0.03% Add +18.3% 140,285 $2.8M
Stephens Inc. 0.04% Reduce -5.6% 140,015 $2.8M
Harmony Asset Management LLC 1.16% Reduce -7.8% 139,705 $2.8M
Transcend Capital Advisors, LLC 0.20% Add +0.6% 139,511 $2.8M
Cornerstone Advisors, LLC 0.11% Reduce -3.9% 138,784 $2.8M
MBB Public Markets I LLC 0.06% New 138,246 $2.7M
Peak Asset Management, LLC 0.53% Add +4.9% 136,928 $2.7M
Wedbush Securities Inc. 0.10% Reduce -9.2% 135,826 $2.7M
Man Group plc 0.01% Add +7.0% 134,716 $2.7M
Rothschild Investment LLC 0.19% Add +4.2% 134,438 $2.7M
MAI Capital Management 0.03% Add +1.1% 132,811 $2.6M
Redmond Asset Management, LLC 0.86% Reduce -15.8% 132,103 $2.6M
BBR Partners, LLC 0.21% Reduce -16.0% 131,106 $2.6M
1832 Asset Management L.P. 0.00% New 128,888 $2.6M
Waterloo Capital, L.P. 0.31% Add +4.5% 128,882 $2.6M
William B. Walkup & Associates, Inc. 1.67% — 128,572 $2.6M
Courier Capital LLC 0.20% Add +8.6% 128,028 $2.5M
Headinvest, LLC 0.50% Add +1.5% 127,292 $2.5M
Foresight Capital Management Advisors, Inc. 1.71% Add +5.3% 127,044 $2.5M
UniSuper Management Pty Ltd 0.02% Add +63.1% 126,792 $2.5M
Ostrum Asset Management 0.22% Reduce -13.0% 126,467 $2.5M
Venture Visionary Partners LLC 0.12% Add +125.6% 125,925 $2.5M
American Assets Investment Management, LLC 0.23% No change 125,000 $2.5M
SVB Wealth LLC 0.06% Add +1.7% 124,074 $2.5M
Hartford Investment Management Co. 0.08% Reduce -0.8% 123,371 $2.5M
Rollins Financial Advisors, LLC 0.42% Add +83.2% 122,811 $2.4M
Steel Grove Capital Advisors, LLC 0.34% Reduce -15.2% 122,692 $2.4M
Qsemble Capital Management, LP 0.45% Add +9.3% 119,858 $2.4M
Karpas Strategies, LLC 0.74% Reduce -0.7% 118,054 $2.3M
Sound View Wealth Advisors Group, LLC 0.24% Reduce -6.2% 116,346 $2.3M
Wesbanco Bank Inc. 0.09% Reduce -20.5% 115,992 $2.3M
Northwest & Ethical Investments L.P. 0.07% Reduce -4.1% 115,053 $2.3M
Benedict Financial Advisors Inc. 0.58% Reduce -0.4% 114,967 $2.3M
Compass Wealth Management LLC 0.56% Add +4.2% 114,085 $2.3M
Avion Wealth 0.62% Reduce -2.1% 113,284 $2.3M
Janney Capital Management LLC 0.16% Reduce -7.5% 112,819 $2.2M
Advisory Services Network, LLC 0.05% Reduce -4.7% 112,404 $2.2M
Aurora Investment Counsel 1.32% Add +0.3% 112,232 $2.2M
Avior Wealth Management, LLC 0.10% Reduce -4.3% 112,081 $2.2M
Securian Asset Management, Inc. 0.06% Reduce -2.5% 111,026 $2.2M
International Assets Investment Management, LLC 0.21% Add +12.5% 111,025 $2.2M
Cove Street Capital, LLC 1.59% Add +185.2% 110,942 $2.2M
Pinnacle Associates Ltd. 0.03% Reduce -3.1% 110,842 $2.2M
Commerce Bank 0.01% Add +7.5% 109,812 $2.2M
Mutual Advisors, LLC 0.07% Add +13.4% 102,307 $2.2M
Avantax Advisory Services, Inc. 0.02% Add +104.9% 109,207 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -3.0% 109,200 $2.2M
Cohen Investment Advisors LLC 1.73% Reduce -4.1% 129,725 $2.2M
Wellington Shields & Co., LLC 0.70% Reduce -14.6% 107,989 $2.1M
Concurrent Investment Advisors, LLC 0.07% Add +34.9% 107,509 $2.1M
United Capital Financial Advisors, LLC 0.02% Reduce -56.0% 107,004 $2.1M
Redwood Investment Management, LLC 0.18% Reduce -12.7% 106,847 $2.1M
CVA Family Office, LLC 0.38% Add +0.4% 106,785 $2.1M
Redwood Wealth Management Group, LLC 1.60% Reduce -0.0% 106,636 $2.1M
Walleye Capital LLC 0.02% Add +57.3% 106,241 $2.1M
M&G PLC 0.01% New 104,254 $2.1M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -58.6% 104,113 $2.1M
EP Wealth Advisors, LLC 0.02% Add +32.3% 104,001 $2.1M
UMB Bank, n.a. 0.03% Reduce -2.0% 103,826 $2.1M
Equitable Holdings, Inc. 0.02% Add +6.5% 103,008 $2.0M
North Star Investment Management Corp. 0.15% Add +19.8% 102,866 $2.0M
Profund Advisors LLC 0.08% Add +9.1% 102,460 $2.0M
Arete Wealth Advisors, LLC 0.17% Reduce -23.8% 102,068 $2.0M
Synovus Financial Corp. 0.03% Add +2.8% 101,849 $2.0M
Fifth Third Bancorp 0.01% Reduce -8.8% 101,798 $2.0M
Nations Financial Group Inc, /Ia/ 0.16% Add +21.5% 101,268 $2.0M
Arbor Capital Management Inc. 1.84% Reduce -5.9% 101,419 $2.0M
SpiderRock Advisors, LLC 0.05% Add +3.9% 100,507 $2.0M
Cannell & Spears LLC 0.04% No change 100,445 $2.0M
Horizon Kinetics Asset Management LLC 0.04% No change 99,785 $2.0M
Accel Wealth Management 0.79% Add +1.7% 99,559 $2.0M
Sigma Investment Counselors Inc. 0.12% Add +1.8% 99,447 $2.0M
Aquatic Capital Management LLC 0.07% Reduce -84.9% 99,100 $2.0M
Intech Investment Management LLC 0.02% Add +102.1% 98,945 $2.0M
Argonautica Private Wealth Management, Inc. 0.67% Reduce -0.1% 98,494 $2.0M
Atria Investments, Inc 0.03% Reduce -14.0% 98,218 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Add +5.2% 97,930 $1.9M
StoneX Group Inc. 0.16% Add +0.9% 97,872 $1.9M
New Mexico Educational Retirement Board 0.07% No change 97,380 $1.9M
Jeppson Wealth Management, LLC 0.73% Reduce -0.3% 96,917 $1.9M
Cary Street Partners Investment Advisory LLC 0.08% Add +1.8% 96,182 $1.9M
Vident Advisory, LLC 0.05% Reduce -58.9% 96,037 $1.9M
Mystic Asset Management, Inc. 0.77% Reduce -0.6% 95,909 $1.9M
Pinnacle West Asset Management, Inc. 1.48% No change 95,650 $1.9M
Heronetta Management, L.P. 1.21% No change 95,125 $1.9M
Interval Partners, LP 0.06% New 94,834 $1.9M
Linden Thomas Advisory Services, LLC 0.29% Reduce -1.6% 94,808 $1.9M
Millennium Management 0.00% Reduce -98.0% 92,793 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -98.1% 92,828 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -0.6% 91,597 $1.8M
Silvercrest Asset Management Group LLC 0.01% Reduce -1.0% 91,437 $1.8M
MSH Capital Advisors LLC 0.61% Add +2.5% 91,268 $1.8M
Scotia Capital Inc. 0.01% Add +2.5% 90,509 $1.8M
Sunbelt Securities, Inc. 0.18% Reduce -9.7% 90,146 $1.8M
Fort Sheridan Advisors LLC 0.29% Add +21.1% 90,107 $1.8M
Oppenheimer Asset Management Inc. 0.02% Add +2.7% 88,969 $1.8M
Frank, Rimerman Advisors LLC 0.12% Add +8425.6% 88,240 $1.8M
Baxter Bros Inc. 0.23% Reduce -4.7% 87,774 $1.7M
BCM Advisors, LLC 0.41% Add +0.7% 81,804 $1.7M
Vestcor Inc 0.06% Reduce -0.9% 86,224 $1.7M
Eastern Bank 0.07% Add +0.3% 86,032 $1.7M
SFE Investment Counsel 0.38% Reduce -1.2% 85,995 $1.7M
Motley Fool Asset Management LLC 0.11% Add +31.5% 86,235 $1.7M
Sargent Investment Group, LLC 0.34% Add +22.6% 85,094 $1.7M
Verition Fund Management LLC 0.01% Reduce -90.3% 83,885 $1.7M
Foster & Motley Inc. 0.11% Reduce -10.7% 83,315 $1.7M
Beam Wealth Advisors, Inc. 0.55% New 83,007 $1.6M
Savant Capital, LLC 0.02% Reduce -12.4% 82,851 $1.6M
Inlet Private Wealth, LLC 0.45% Reduce -2.4% 82,700 $1.6M
Rakuten Investment Management, Inc. 0.01% Add +58.1% 83,129 $1.6M
Evergreen Private Wealth LLC 0.81% Reduce -1.2% 82,642 $1.6M
Axxcess Wealth Management, LLC 0.04% Reduce -32.0% 82,563 $1.6M
Raymond James Trust N.A. 0.04% Add +8.4% 81,973 $1.6M
Inspire Advisors, LLC 0.22% Add +17.6% 81,722 $1.6M
RDA Financial Network 0.53% Reduce -0.1% 81,578 $1.6M
CreativeOne Wealth, LLC 0.08% Add +7.5% 80,933 $1.6M
Meridian Investment Counsel Inc. 0.51% Add +3.1% 80,708 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +9.3% 79,616 $1.6M
Excalibur Management Corp. 0.64% Add +1.2% 79,079 $1.6M
Arkadios Wealth Advisors 0.11% Add +20.1% 78,911 $1.6M
Ieq Capital, LLC 0.02% Reduce -3.0% 78,868 $1.6M
Accordant Advisory Group Inc 1.52% Add +1.6% 78,755 $1.6M
Shepherd Kaplan Krochuk, LLC 1.23% Reduce -3.9% 78,422 $1.6M
Lantz Financial LLC 0.48% Add +0.3% 78,326 $1.6M
Retirement Planning Co of New England, Inc. 0.84% Reduce -3.6% 78,039 $1.6M
First Trust Direct Indexing L.P. 0.10% Add +71.3% 77,780 $1.5M
Sigma Planning Corp 0.05% Reduce -4.7% 77,769 $1.5M
TrinityBridge Ltd 0.05% Add +0.2% 77,630 $1.5M
Capstone Investment Advisors, LLC 0.07% Reduce -43.8% 77,381 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -3.8% 77,333 $1.5M
Strategic Blueprint, LLC 0.10% Add +1.8% 77,031 $1.5M
Sowell Financial Services LLC 0.07% Add +4.3% 76,653 $1.5M
Total Clarity Wealth Management, Inc. 0.52% Reduce -9.1% 75,088 $1.5M
Independent Advisor Alliance 0.05% Reduce -2.3% 75,027 $1.5M
Pensionfund Sabic 0.44% No change 75,000 $1.5M
OV Management LLC 1.02% New 73,800 $1.5M
Apollon Wealth Management, LLC 0.04% Reduce -1.7% 73,638 $1.5M
Naples Global Advisors, LLC 0.15% Reduce -0.6% 73,450 $1.5M
Argent Trust Co 0.06% Reduce -1.4% 72,658 $1.4M
Albert D Mason Inc. 0.97% Reduce -0.2% 72,591 $1.4M
Amova Asset Management Americas, Inc. 0.02% Reduce -17.5% 71,789 $1.4M
NEOS Investment Management LLC 0.06% Add +47.1% 71,522 $1.4M
Waverly Advisors, LLC 0.03% Add +3.2% 71,164 $1.4M
Harvest Investment Advisors, LLC 1.03% Reduce -0.9% 70,405 $1.4M
OMERS ADMINISTRATION Corp 0.01% New 69,420 $1.4M
Teamwork Financial Advisors, LLC 0.20% Add +19.1% 69,078 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -3.6% 68,985 $1.4M
Estabrook Capital Management 0.21% Add +78.1% 67,263 $1.3M
Campbell & CO Investment Adviser LLC 0.11% Reduce -39.5% 66,556 $1.3M
Silverlake Wealth Management LLC 0.54% Add +3.0% 66,541 $1.3M
Parkwood LLC 0.16% Add +3.5% 66,339 $1.3M
Empirical Finance, LLC 0.08% Reduce -7.2% 66,103 $1.3M
Central Bank & Trust Co. 0.18% Reduce -5.8% 65,049 $1.3M
Community Bank, N.A. 0.17% Add +0.7% 64,974 $1.3M
Pinnacle Financial Partners Inc 0.03% Add +0.0% 64,909 $1.3M
Norinchukin Bank, The 0.04% Add +2.3% 64,516 $1.3M
Birmingham Capital Management Co. Inc. 0.50% Reduce -1.4% 64,503 $1.3M
Bokf, NA 0.02% Reduce -60.4% 64,477 $1.3M
Cibc World Market Inc. 0.00% Add +8.6% 64,269 $1.3M
Cary Street Partners Asset Management LLC 0.19% Reduce -1.0% 63,499 $1.3M
Integrated Wealth Concepts LLC 0.02% Reduce -2.0% 63,468 $1.3M
Cascade Investment Advisors, Inc. 0.85% Add +1.5% 63,150 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +13.5% 62,485 $1.2M
Strong Tower Advisory Services 0.41% Add +37.3% 62,388 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -2.4% 62,278 $1.2M
Capital Investment Advisory Services, LLC 0.13% Add +10.9% 61,740 $1.2M
Pingora Partners LLC 0.87% Reduce -1.1% 61,700 $1.2M
Erste Asset Management GmbH 0.02% Reduce -78.8% 62,000 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.1% 61,448 $1.2M
Ellsworth Advisors, LLC 0.34% Add +14.5% 61,228 $1.2M
Griffin Asset Management, Inc. 0.14% Reduce -36.5% 60,501 $1.2M
Ossiam 0.02% Add +63.1% 60,060 $1.2M
Bessemer Group Inc. 0.00% Add +2.1% 60,022 $1.2M
MRP Capital Investments, LLC 1.11% Reduce -2.0% 59,875 $1.2M
Compound Planning, Inc. 0.09% Add +16.5% 59,758 $1.2M
IFP Advisors, Inc 0.05% Add +58.6% 59,349 $1.2M
Archer Investment Corp 0.34% Add +3.9% 59,163 $1.2M
Carrera Capital Advisors 0.38% — 59,068 $1.2M
Dynamic Technology Lab Private Ltd 0.13% Add +114.6% 58,924 $1.2M
John G Ullman & Associates Inc. 0.18% Reduce -0.7% 58,720 $1.2M
Lantern Wealth Advisors, LLC 0.84% Add +2.6% 58,600 $1.2M
Sippican Capital Advisors 0.92% Reduce -0.2% 58,445 $1.2M
Focused Wealth Management, Inc 0.17% Add +6.0% 58,057 $1.2M
Davis Capital Management 1.00% Add +9.7% 57,929 $1.1M
Disciplined Equity Management, Inc. 0.75% No change 57,260 $1.1M
Greenleaf Trust 0.01% Add +2.0% 57,076 $1.1M
Level Four Advisory Services, LLC 0.05% Reduce -56.7% 56,990 $1.1M
Uncommon Cents Investing LLC 0.35% Add +0.8% 56,640 $1.1M
United Services Automobile Association 0.03% Reduce -6.8% 56,550 $1.1M
Houlihan Financial Resource Group, Ltd. 0.77% No change 56,480 $1.1M
HighPoint Advisor Group LLC 0.07% Add +0.8% 51,672 $1.1M
Smithbridge Asset Management Inc. 0.23% No change 56,444 $1.1M
Adell Harriman & Carpenter Inc. 0.09% Reduce -8.5% 56,430 $1.1M
Choreo, LLC 0.02% Add +177.9% 56,631 $1.1M
SteelPeak Wealth, LLC 0.05% Add +14.5% 56,030 $1.1M
Sanders Morris Harris LLC 0.18% Reduce -9.1% 55,572 $1.1M
Tower Research Capital LLC (TRC) 0.02% Add +43.6% 55,545 $1.1M
Donald L. Hagan, LLC 0.58% Reduce -0.1% 55,452 $1.1M
FineMark National Bank & Trust 0.04% Reduce -1.0% 55,392 $1.1M
AlphaStar Capital Management, LLC 0.10% Add +12.5% 55,370 $1.1M
GC Wealth Management RIA, LLC 0.22% Reduce -5.5% 55,316 $1.1M
Modera Wealth Management, LLC 0.02% Reduce -0.6% 55,033 $1.1M
Kingsview Wealth Management, LLC 0.03% Reduce -36.4% 54,770 $1.1M
Precedent Wealth Partners, LLC 0.44% Add +13.9% 54,758 $1.1M
Forum Financial Management, LP 0.02% Reduce -1.0% 54,508 $1.1M
Camelot Portfolios, LLC 0.61% Add +32.1% 54,250 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Add +0.7% 54,131 $1.1M
Gables Capital Management Inc. 0.55% Reduce -0.9% 53,273 $1.1M
CENTRAL TRUST Co 0.03% Reduce -6.0% 53,066 $1.1M
Intrua Financial, LLC 0.17% Reduce -9.2% 52,849 $1.1M
Dudley Capital Management, LLC 0.59% Add +5.1% 52,726 $1.0M
Cullen Investment Group, LTD. 0.16% Add +1.3% 51,958 $1.0M
Pearl River Capital, LLC 0.16% Add +129.6% 51,763 $1.0M
Jones Financial Companies LLLP 0.00% Add +1198.3% 51,673 $1.0M
&partners 0.04% Add +208.0% 51,273 $1.0M
Essex Financial Services, Inc. 0.08% Add +6.5% 48,331 $1.0M
Tidal Investments LLC 0.01% Reduce -9.1% 50,915 $1.0M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -30.6% 50,870 $1.0M
Royal Fund Management, LLC 0.14% Reduce -35.4% 50,541 $1.0M
Brasada Capital Management, LP 0.18% New 50,000 $999K
Chilton Capital Management LLC 0.04% Reduce -1.8% 50,061 $995K
Viking Fund Management LLC 0.18% No change 50,000 $994K
Townsquare Capital LLC 0.01% Add +20.7% 49,644 $986K
Weinberger Asset Management, Inc 0.46% Reduce -1.1% 48,946 $973K
HB Wealth Management, LLC 0.01% Add +20.0% 48,911 $972K
Pinnacle Holdings, LLC 0.45% Reduce -0.2% 48,897 $972K
Prime Capital Investment Advisors, LLC 0.01% Reduce -7.6% 48,881 $971K
Tyler-Stone Wealth Management 0.40% Reduce -1.7% 48,800 $970K
SL Advisors, LLC 1.90% Reduce -2.7% 48,435 $962K
Requisite Capital Management, LLC 0.22% Reduce -1.5% 48,311 $960K
Empire Financial Management Company, LLC 0.31% New 47,400 $942K
Avidian Wealth Enterprises, LLC 0.05% Add +32.1% 47,378 $941K
Thoroughbred Financial Services, LLC 0.06% Add +344.6% 47,274 $939K
TrueWealth Advisors, LLC 0.35% Reduce -3.5% 46,977 $933K
AE Wealth Management LLC 0.01% Add +9.3% 46,888 $932K
Teacher Retirement System of Texas 0.01% Reduce -85.3% 46,640 $927K
Merit Financial Group, LLC 0.02% Add +251.2% 46,532 $925K
Presima Securities ULC 0.20% Add +0.7% 46,000 $914K
OneDigital Investment Advisors LLC 0.01% Add +7.3% 45,685 $908K
Meeder Advisory Services, Inc. 0.06% Add +47.7% 45,324 $901K
Oak Grove Capital LLC 0.23% Reduce -38.8% 45,300 $900K
Hoey Investments, Inc. 0.17% Reduce -15.3% 45,226 $899K
Ancora Advisors LLC 0.02% Add +9.4% 45,106 $896K
Stratos Wealth Advisors, LLC 0.04% Reduce -65.8% 45,021 $895K
Mirabella Financial Services LLP 0.07% Add +55.4% 44,704 $888K
Hilltop Holdings Inc. 0.10% Reduce -8.7% 44,674 $888K
Investment Management Corp of Ontario 0.02% Add +37.8% 44,458 $883K
Mediolanum International Funds Ltd 0.01% Add +8.0% 47,533 $877K
Essex LLC 0.20% Reduce -3.5% 43,871 $872K
Longfellow Investment Management Co. LLC 0.22% Add +0.7% 43,690 $868K
Anchor Investment Management, LLC 0.09% Reduce -19.8% 43,321 $861K
Wealthcare Advisory Partners LLC 0.03% Reduce -1.1% 43,228 $859K
Park Avenue Securities LLC 0.01% Reduce -6.7% 42,964 $854K
iSAM Funds (UK) Ltd 0.64% New 42,872 $852K
PFG Investments, LLC 0.06% Add +1.6% 42,417 $843K
Csenge Advisory Group 0.05% Add +3.7% 42,387 $842K
Sequoia Financial Advisors, LLC 0.01% Add +3.2% 42,325 $841K
O'ROURKE & COMPANY, Inc 0.47% Add +0.3% 42,226 $839K
Paradigm Asset Management Co. LLC 0.23% New 42,200 $839K
Clearstead Advisors, LLC 0.01% Add +3245.0% 41,879 $832K
Trust Investment Advisors 0.52% Reduce -0.4% 41,555 $826K
Silverberg Bernstein Capital Management LLC 0.80% No change 41,517 $825K
Advisors Management Group Inc. 0.20% Reduce -0.5% 41,230 $819K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.32% No change 37,499 $814K
Charter Research & Investment Group, Inc. 0.64% No change 40,899 $813K
Applied Finance Capital Management, LLC 0.04% New 40,733 $809K
Whalen Wealth Management Inc. 0.63% Add +217.3% 40,123 $797K
Chaney Capital Management, Inc. 0.53% Reduce -0.6% 40,000 $795K
RBF Capital, LLC 0.05% No change 40,000 $795K
Cornerstone Wealth Management, LLC 0.06% Add +3.9% 39,927 $793K
Premier Path Wealth Partners, LLC 0.13% Add +1.4% 39,525 $785K
Readystate Asset Management LP 0.07% New 38,575 $766K
Balyasny Asset Management L.P. 0.00% Reduce -20.3% 38,314 $761K
Donoghue Forlines LLC 0.22% Add +0.0% 38,261 $760K
Beddow Capital Management Inc. 0.34% Reduce -52.1% 38,175 $759K
IHT Wealth Management, LLC 0.03% Reduce -0.7% 37,957 $756K
Realta Investment Advisors 0.15% Reduce -5.3% 37,907 $753K
Cahill Financial Advisors Inc. 0.10% Reduce -9.7% 37,393 $743K
Lebenthal Global Advisors, LLC 0.16% Reduce -11.9% 37,381 $743K
Stoneridge Investment Partners LLC 0.28% Reduce -3.9% 37,274 $741K
NJ State Employees Deferred Compensation Plan 0.09% No change 37,265 $740K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -5.3% 37,190 $739K
Brave Asset Management Inc. 0.19% No change 37,150 $738K
Kingswood Wealth Advisors, LLC 0.07% Add +0.7% 36,956 $734K
Morton Capital Management LLC 0.17% Add +0.9% 36,699 $729K
Resolution Capital Ltd 0.01% New 36,564 $727K
Lanark Financial, Inc. 0.07% Reduce -3.0% 36,478 $724K
Global Wealth Management Investment Advisory, Inc. 0.17% Add +5.3% 36,422 $724K
True North Advisors, LLC 0.19% Add +2.8% 36,403 $723K
Private Trust Co. NA 0.08% Add +4.7% 35,826 $712K
HUB Investment Partners, LLC 0.03% Add +10.3% 35,814 $712K
Coldstream Capital Management Inc. 0.02% Add +5.8% 35,813 $712K
Abbot Financial Management, Inc. 0.38% Reduce -0.2% 35,780 $711K
Orca Investment Management, LLC 0.68% Add +0.3% 35,777 $711K
Delta Financial Advisors LLC 0.28% Add +0.5% 35,743 $710K
Concourse Financial Group Securities, Inc. 0.04% Reduce -1.5% 35,680 $709K
Caprock Group, LLC 0.03% Add +16.8% 35,567 $707K
Trek Financial, LLC 0.06% No change 35,398 $703K
Vinva Investment Management Ltd 0.04% Add +20.9% 35,548 $702K
Schnieders Capital Management LLC 0.14% Add +24.3% 35,348 $702K
Advisor OS, LLC 0.08% Add +2.1% 35,327 $702K
Allworth Financial LP 0.00% Add +12.9% 32,520 $699K
Quad-Cities Investment Group, LLC 0.39% Reduce -0.9% 35,024 $696K
Glaxis Capital Management, LLC 1.21% No change 35,000 $695K
Ameritas Advisory Services, LLC 0.03% Reduce -6.3% 34,957 $695K
NewEdge Wealth, LLC 0.01% Reduce -20.9% 34,927 $694K
Evermay Wealth Management LLC 0.11% Reduce -6.8% 34,562 $687K
Woodward Diversified Capital, LLC 0.40% Add +10.7% 34,207 $680K
Fifth Third Wealth Advisors LLC 0.05% New 33,780 $671K
Investment Partners Asset Management, Inc. 0.60% Reduce -5.7% 33,775 $671K
Great Valley Advisor Group, Inc. 0.02% Reduce -0.9% 33,775 $671K
Vanguard Capital Wealth Advisors 0.45% Reduce -5.3% 33,541 $666K
Relative Value Partners Group, LLC 0.09% Reduce -89.8% 33,352 $663K
Lake Street Private Wealth, LLC 0.09% Add +0.3% 33,352 $663K
Cullen/Frost Bankers, Inc. 0.01% Add +14.6% 33,342 $663K
Mather Group, Llc. 0.01% Add +142.1% 36,063 $661K
Trinity Legacy Partners, LLC 0.19% Add +59.5% 33,163 $659K
Trust Co. of Oklahoma 0.23% Add +0.0% 33,100 $658K
Roman Butler Fullerton & Co. 0.21% Add +23.3% 32,686 $657K
Girard Partners LTD. 0.06% Add +11.2% 33,003 $656K
TFG Advisers LLC 0.25% Add +0.2% 32,971 $655K
V-Square Quantitative Management LLC 0.11% Reduce -1.1% 32,957 $655K
Modern Wealth Management, LLC 0.05% Add +28.3% 32,904 $654K
Chase Investment Counsel Corp. 0.23% Add +16.9% 32,648 $648K
First Hawaiian Bank 0.02% Reduce -0.0% 32,233 $640K
Walter & Keenan Wealth Management LLC /in/ 0.20% Add +2.2% 32,116 $638K
M Holdings Securities, Inc. 0.08% New 32,030 $636K
Supplemental Annuity Collective Trust of NJ 0.20% No change 32,000 $636K
Nexus Investment Management ULC 0.07% No change 32,000 $636K
Chapin Davis, Inc. 0.22% Add +0.0% 31,859 $633K
RiverFront Investment Group, LLC 0.02% Add +6.3% 31,561 $627K
Beach Investment Counsel Inc. 0.08% Reduce -37.3% 31,505 $626K
Quadcap Wealth Management, LLC 0.11% Reduce -2.4% 30,936 $615K
Wedmont Private Capital 0.04% Add +5.7% 30,305 $612K
Bank of Hawaii 0.03% Add +12.7% 30,617 $608K
Titleist Asset Management, LLC 0.09% Add +23.7% 30,342 $603K
Belpointe Asset Management LLC 0.04% Reduce -2.5% 30,204 $600K
Altus Wealth Group LLC 0.30% No change 30,102 $598K
Fruth Investment Management 0.16% No change 30,037 $596K
Operose Advisors LLC 0.21% Add +9.8% 29,975 $596K
Aptus Capital Advisors, LLC 0.01% Add +2.5% 29,858 $593K
SignalPoint Asset Management, LLC 0.16% Reduce -0.4% 29,612 $588K
Boston Family Office LLC 0.04% Add +2.8% 29,554 $587K
Madison Park Capital Advisors, LLC 0.49% Reduce -2.6% 29,535 $587K
Gilbert & Cook, Inc. 0.09% Reduce -8.3% 29,486 $586K
Prudential PLC 0.00% Reduce -93.3% 29,418 $585K
Aull & Monroe Investment Management Corp 0.28% Reduce -0.7% 29,058 $577K
Clarus Group, Inc. 0.25% Reduce -12.5% 28,744 $571K
Global Trust Asset Management, LLC 0.23% Reduce -6.5% 28,678 $570K
Herold Advisors, Inc. 0.13% Reduce -0.5% 28,666 $570K
Kempner Capital Management Inc. 0.30% No change 28,200 $560K
Bank of Stockton 0.18% Reduce -14.3% 28,024 $557K
MeadowBrook Investment Advisors LLC 0.54% Reduce -5.7% 28,000 $556K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -2.4% 27,936 $555K
Confluence Wealth Services, Inc. 0.04% Add +102.2% 27,921 $555K
Independent Financial Group, LLC 0.02% Reduce -11.1% 27,901 $554K
Foundations Investment Advisors, LLC 0.01% Add +76.3% 27,890 $554K
Procyon Advisors, LLC 0.04% Add +1.3% 27,767 $552K
1620 Investment Advisors, Inc. 0.43% Add +63.7% 27,677 $550K
Vontobel Holding Ltd. 0.00% Reduce -11.1% 27,493 $546K
Bleakley Financial Group, LLC 0.02% Add +1.7% 27,492 $546K
Angeles Investment Advisors, LLC 0.03% Reduce -1.4% 27,485 $546K
Simplicity Wealth,LLC 0.01% Add +2.2% 27,478 $546K
L. Roy Papp & Associates, LLP 0.07% Add +22.8% 27,327 $543K
Bfsg, LLC 0.07% No change 27,092 $538K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -4.0% 26,998 $536K
GeoWealth Management, LLC 0.02% Add +20.7% 26,911 $535K
Armor Investment Advisors, LLC 0.25% Add +10.6% 26,878 $534K
Prospect Financial Services LLC 0.41% Reduce -6.7% 26,832 $533K
Valeo Financial Advisors, LLC 0.02% Reduce -8.1% 26,795 $532K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -0.7% 26,779 $532K
Beese Fulmer Investment Management, Inc. 0.05% Add +19.3% 26,693 $530K
Horizon Investments, LLC 0.01% Add +1.0% 26,914 $528K
CBRE Investment Management Listed Real Assets LLC 0.01% Reduce -96.9% 26,495 $526K
Busey Bank 0.02% Reduce -0.8% 26,428 $525K
Nebula Research & Development LLC 0.09% New 26,412 $525K
Jefferies Financial Group Inc. 0.01% Add +30.9% 26,370 $524K
Monetary Management Group Inc. 0.14% Add +0.6% 26,250 $522K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -12.7% 26,098 $519K
Leonteq Securities AG 0.07% Add +4.4% 26,070 $518K
ORG Partners LLC 0.06% Add +454.3% 25,982 $514K
Regions Financial Corp. 0.00% Add +11.8% 25,715 $511K
Private Portfolio Partners LLC 0.42% Add +0.2% 25,681 $510K
Exencial Wealth Advisors, LLC 0.02% Reduce -2.3% 25,627 $509K
One Capital Management, LLC 0.02% New 25,523 $507K
Diligent Investors, LLC 0.12% New 25,354 $504K
Summit Trail Advisors, LLC 0.01% Add +29.2% 25,261 $502K
Gallagher Fiduciary Advisors, LLC 0.11% Reduce -8.7% 25,126 $499K
Joel Isaacson & Co., LLC 0.03% No change 24,975 $496K
Aspiriant, LLC 0.02% Reduce -8.1% 24,624 $489K
Bison Wealth, LLC 0.08% No change 26,574 $487K
Peak Financial Advisors LLC 0.28% Add +1.0% 24,496 $487K
Ritholtz Wealth Management 0.02% Add +23.4% 24,408 $485K
OMC Financial Services LTD 0.23% Reduce -3.2% 24,381 $484K
Harbour Investments, Inc. 0.02% Reduce -1.5% 24,285 $483K
Hara Capital LLC 0.31% Reduce -8.0% 24,244 $482K
Hexagon Capital Partners LLC 0.10% Add +5.0% 24,209 $481K
J.W. Cole Advisors, Inc. 0.02% Add +11.0% 24,103 $479K
Lombard Odier Asset Management (Switzerland) SA 0.05% Reduce -38.6% 24,013 $477K
Boston Financial Mangement LLC 0.02% No change 24,000 $477K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -1.7% 23,804 $473K
Trivium Point Advisory, LLC 0.07% New 23,557 $468K
Landscape Capital Management, L.L.C. 0.04% New 23,535 $468K
Freestone Capital Holdings, LLC 0.02% Reduce -0.3% 23,475 $466K
Autumn Glory Partners, LLC 0.24% No change 23,423 $465K
Kovack Advisors, Inc. 0.05% Reduce -4.8% 23,387 $465K
Fiera Capital Corp 0.00% Reduce -14.9% 23,375 $464K
Addis & Hill, Inc 0.38% No change 23,381 $461K
CFM Wealth Partners LLC 0.08% Reduce -16.0% 23,127 $460K
Ridgewood Investments LLC 0.23% Add +1.9% 23,121 $459K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% New 23,026 $457K
Phillips Wealth Planners LLC 0.48% Reduce -1.4% 22,586 $454K
Acorn Wealth Advisors, LLC 0.22% Reduce -2.4% 22,735 $452K
Independent Investors Inc. 0.10% No change 22,716 $451K
Investors Asset Management of Georgia Inc. /Ga/ 0.22% Reduce -1.7% 22,690 $451K
9258 Wealth Management, LLC 0.07% Add +0.0% 22,626 $450K
Sumitomo Life Insurance Co. 0.01% Reduce -11.9% 22,528 $448K
Bard Financial Services, Inc. 0.05% No change 22,500 $447K
Keudell/Morrison Wealth Management 0.13% Add +5.4% 22,442 $446K
Oxford Financial Group, LTD. LLC 0.03% Add +35.9% 22,356 $444K
Hazlett, Burt & Watson, Inc. 0.23% No change 22,188 $441K
Tritonpoint Wealth, LLC 0.04% Reduce -9.3% 22,194 $441K
Global Retirement Partners, LLC 0.01% Add +56.1% 22,037 $438K
Probity Advisors, Inc. 0.09% Add +0.3% 21,983 $437K
Hardy Reed LLC 0.04% New 21,870 $435K
Berkeley Capital Partners, LLC 0.13% Reduce -0.6% 21,832 $434K
Versor Investments LP 0.08% New 21,800 $433K
Founders Financial Alliance, LLC 0.13% Reduce -5.1% 21,653 $430K
Saxon Interests, Inc. 0.20% Add +1.0% 21,512 $427K
TD Private Client Wealth LLC 0.01% Add +0.8% 21,494 $427K
Associated Banc-Corp 0.01% Reduce -1.6% 21,448 $426K
Checchi Capital Advisers, LLC 0.03% Reduce -3.4% 21,388 $425K
Huntington National Bank 0.00% Add +10.4% 21,267 $423K
Meeder Asset Management Inc. 0.03% No change 21,246 $422K
Vise Technologies, Inc. 0.07% Add +6.9% 21,206 $421K
Symmetry Partners, LLC 0.02% No change 21,180 $421K
Raleigh Capital Management Inc. 0.18% Reduce -8.0% 21,124 $420K
Pacific Center for Financial Services 0.12% Add +21.9% 21,105 $419K
NBW Capital LLC 0.08% Reduce -5.0% 21,008 $417K
Siemens Fonds Invest GmbH 0.03% No change 20,859 $414K
Old North State Trust, LLC 0.36% No change 20,843 $414K
Armstrong Advisory Group, Inc. 0.04% Reduce -10.1% 20,794 $413K
Cigna Investments Inc. 0.08% Reduce -1.1% 20,705 $412K
Farther Finance Advisors, LLC 0.02% Add +25.5% 20,806 $412K
Blankinship & Foster, LLC 0.11% No change 20,537 $408K
GAMMA Investing LLC 0.06% Add +63.4% 20,328 $404K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.4% 20,319 $404K
LVW Advisors, LLC 0.06% Reduce -16.5% 20,233 $402K
Morningstar Investment Services LLC 0.00% Add +48.2% 20,319 $402K
Lazard Asset Management LLC 0.00% Reduce -24.8% 20,203 $401K
Duncker Streett & Co. Inc. 0.08% Add +14.2% 20,174 $401K
Cidel Asset Management Inc. 0.03% No change 20,139 $400K
Texas Yale Capital Corp. 0.02% Add +7.2% 20,059 $399K
Federated Hermes, Inc. 0.00% Reduce -4.1% 20,012 $398K
Beacon Investment Advisors LLC 0.20% New 20,000 $397K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -5.0% 19,991 $397K
Graypoint LLC 0.03% Add +8.0% 19,886 $395K
AMG National Trust Bank 0.01% New 19,886 $395K
Shoker Investment Counsel, Inc. 0.14% Reduce -0.4% 19,828 $394K
Hobbs Group Advisors, LLC 0.15% — 19,750 $392K
FLC Capital Advisors 0.10% No change 19,708 $392K
Stonegate Investment Group, LLC 0.01% Add +8.2% 19,683 $391K
World Equity Group, Inc. 0.12% Add +78.5% 19,557 $389K
Pallas Capital Advisors LLC 0.02% Add +17.4% 18,387 $387K
CHICAGO TRUST Co NA 0.08% Add +55.4% 19,434 $386K
Graybill Wealth Management, LTD. 0.16% Add +20.3% 19,320 $384K
Farmers & Merchants Investments Inc. 0.01% Add +5.7% 19,305 $384K
Accurate Wealth Management, LLC 0.09% Reduce -16.1% 18,957 $382K
White Pine Capital LLC 0.14% Reduce -19.3% 19,220 $382K
SeaCrest Wealth Management, LLC 0.04% Add +5.5% 18,933 $376K
Terril Brothers, Inc. 0.13% No change 18,868 $375K
Annandale Capital, LLC 0.08% Reduce -39.7% 18,750 $373K
Chronos Wealth Management, LLC 0.21% No change 18,700 $372K
Parallel Advisors, LLC 0.01% Add +1.8% 18,620 $370K
Signaturefd, LLC 0.01% Reduce -10.2% 18,607 $370K
Tyche Wealth Partners LLC 0.09% No change 18,607 $370K
Copperwynd Financial, LLC 0.12% New 17,428 $368K
180 Wealth Advisors, LLC 0.06% Reduce -0.9% 18,247 $368K
Silvia McColl Wealth Management, LLC 0.30% No change 18,465 $367K
Simmons Bank 0.03% Add +47.2% 18,400 $366K
Burney Co./ 0.01% Add +11.9% 18,340 $364K
Prosperity Consulting Group, LLC 0.05% Reduce -4.1% 18,257 $363K
Pointe Capital Management LLC 0.23% Reduce -2.2% 18,254 $363K
Dogwood Wealth Management LLC 0.22% Add +35.3% 18,232 $362K
Alta Capital Management LLC/ 0.02% No change 18,142 $360K
Cherry Tree Wealth Management, LLC 0.09% Reduce -5.2% 18,137 $360K
Buckingham Strategic Wealth, LLC 0.00% Add +3.2% 17,918 $356K
Financial Advocates Investment Management 0.02% Reduce -8.0% 17,904 $356K
United Advisor Group, LLC 0.11% New 17,891 $355K
Fisher Asset Management 0.00% Add +23.5% 17,772 $353K
ELCO Management Co., LLC 0.21% No change 17,742 $353K
City Center Advisors, LLC 0.41% No change 19,191 $352K
Conning Inc. 0.01% Add +0.3% 17,642 $351K
Patten & Patten Inc. 0.02% Add +1.3% 17,603 $350K
Future Financial Wealth Managment LLC 0.31% Reduce -3.1% 17,575 $349K
Flputnam Investment Management Co. 0.01% Add +6.0% 17,539 $349K
Chelsea Counsel Co. 0.17% Add +1647.5% 17,475 $347K
Plancorp, LLC 0.01% Add +5.7% 17,212 $342K
Quadrant Capital Group LLC 0.03% Add +6.3% 17,192 $342K
Hoxton Planning & Management, LLC 0.16% Add +17.4% 17,171 $341K
Walled Lake Planning & Wealth Management, LLC 0.14% Add +0.1% 17,094 $340K
Kowal Investment Group, LLC 0.07% Add +0.9% 17,017 $338K
Pitcairn Co. 0.02% Add +54.6% 16,990 $338K
First Foundation Advisors 0.01% Add +430.6% 16,953 $337K
Clearview Wealth Advisors LLC 0.29% Reduce -4.4% 16,887 $336K
Childress Capital Advisors, LLC 0.09% New 16,807 $334K
Jmac Enterprises LLC 0.06% Add +32.5% 16,700 $332K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +6.4% 16,550 $329K
GTS Securities LLC 0.01% Reduce -24.6% 16,512 $328K
Good Life Advisors, LLC 0.03% Reduce -11.6% 16,355 $325K
Tiaa Trust, National Association 0.00% Reduce -2.2% 16,224 $322K
Guinness Atkinson Asset Management Inc 0.16% Add +14.6% 16,213 $322K
Edge Capital Group, LLC 0.02% Reduce -5.3% 16,137 $321K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -6.8% 16,113 $320K
Sheets Smith Wealth Management 0.04% Add +8.6% 16,108 $320K
Mgo One Seven LLC 0.02% Add +17.6% 16,092 $320K
Jump Financial, LLC 0.01% Reduce -77.4% 16,077 $319K
Benjamin Edwards Inc. 0.06% Add +3.7% 15,967 $317K
Grandfield & Dodd, LLC 0.02% No change 15,939 $317K
RFG Advisory, LLC 0.01% Add +5.2% 15,861 $315K
Prairie Sky Financial Group LLC 0.20% No change 15,810 $314K
Moneta Group Investment Advisors LLC 0.01% Reduce -5.7% 15,769 $313K
Robertson Stephens Wealth Management, LLC 0.02% Add +1.8% 15,611 $310K
Blue Trust, Inc. 0.00% Add +25.3% 16,886 $310K
Ascentis Independent Advisors 0.06% — 15,551 $309K
Register Financial Advisors LLC 0.16% No change 15,538 $309K
Flagship Harbor Advisors, LLC 0.02% Add +8.0% 15,513 $308K
Seeds Investor LLC 0.16% Reduce -3.3% 15,505 $308K
Fiduciary Group, LLC 0.03% Add +29.2% 15,493 $308K
San Luis Wealth Advisors LLC 0.07% New 15,469 $307K
CX Institutional 0.01% Reduce -0.9% 15,415 $306K
Marcum Wealth, LLC 0.03% Add +4.5% 15,403 $306K
Bristlecone Advisors, LLC 0.03% No change 15,394 $306K
Ellenbecker Investment Group 0.06% No change 15,387 $306K
Carson Advisory Inc. 0.21% Reduce -47.0% 15,379 $306K
Cullinan Associates Inc. 0.02% No change 15,337 $305K
Capital Square, LLC 0.20% Add +13.5% 13,930 $304K
KRS Capital Management, LLC 0.23% Reduce -7.2% 15,283 $304K
Alhambra Investment Management LLC 0.17% Add +48.1% 15,229 $303K
Solidarity Wealth, LLC 0.09% Reduce -12.1% 15,103 $300K
Avalon Capital Management 0.09% No change 15,000 $298K
Fiduciary Financial Group, LLC 0.07% — 14,681 $297K
Lifestyle Asset Management, Inc. 0.17% No change 14,924 $297K
Fulcrum Equity Management 0.27% Add +13.1% 14,892 $296K
WCG Wealth Advisors LLC 0.02% New 14,833 $295K
Olympiad Research LP 0.22% Reduce -43.1% 14,777 $294K
Bridgefront Capital, LLC 0.12% Add +8.9% 14,713 $292K
Alpine Woods Capital Investors, LLC 0.05% No change 14,700 $292K
Bridgewater Advisors Inc. 0.04% Add +25.8% 13,848 $292K
CFO4Life Group, LLC 0.05% Add +2.1% 14,682 $292K
Mitchell & Pahl Private Wealth, LLC 0.15% Reduce -0.1% 14,673 $292K
Valley Brook Capital Group, Inc. 0.23% Reduce -12.0% 14,621 $291K
Focus Partners Advisor Solutions, LLC 0.01% Add +25.9% 14,580 $290K
Jacobi Capital Management LLC 0.03% Add +3.5% 14,577 $290K
Red Door Wealth Management, LLC 0.05% New 14,563 $289K
Rathbones Group PLC 0.00% No change 14,414 $286K
Drake & Associates, LLC 0.10% Reduce -2.7% 14,372 $286K
Brass Tax Wealth Management, Inc. 0.06% New 14,372 $286K
Pettinga Financial Advisors LLC 0.07% Add +7.5% 14,334 $285K
Brandywine Oak Private Wealth LLC 0.03% Reduce -6.2% 14,316 $284K
Principle Wealth Partners LLC 0.02% No change 14,262 $283K
Mainstay Capital Management LLC 0.05% Add +1.2% 14,220 $283K
Prelude Capital Management, LLC 0.02% Reduce -43.9% 14,185 $282K
Virtue Capital Management, LLC 0.05% Reduce -6.9% 12,942 $281K
Bright Futures Wealth Management, LLC. 0.15% Add +6.5% 13,570 $281K
Moloney Securities Asset Management, LLC 0.04% Reduce -11.6% 14,080 $280K
Nilsine Partners, LLC 0.04% New 14,069 $280K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -2.8% 14,025 $279K
1900 Wealth Management LLC 0.03% No change 14,000 $278K
Focus Financial Network, Inc. 0.01% Add +6.0% 13,535 $278K
Sentry LLC 0.05% No change 13,956 $277K
Gladstone Institutional Advisory LLC 0.01% Add +7.0% 13,944 $277K
Magnus Financial Group LLC 0.03% Add +2.7% 13,921 $277K
KG Capital Management 0.10% Reduce -54.5% 13,830 $275K
Guyasuta Investment Advisors Inc. 0.02% Reduce -5.9% 15,577 $275K
NorthCoast Asset Management LLC 0.00% New 13,774 $274K
Chesapeake Asset Management LLC 0.26% Reduce -1.1% 13,760 $273K
Principal Securities, Inc. 0.01% Reduce -26.6% 13,755 $273K
KPP Advisory Services LLC 0.07% No change 13,744 $273K
Hunter Associates Investment Management LLC 0.05% No change 13,711 $273K
Rwa Wealth Partners, LLC 0.00% No change 13,706 $272K
Dearborn Partners LLC 0.01% No change 13,652 $271K
Country Club Bank 0.02% Reduce -1.8% 13,702 $271K
Institutional & Family Asset Management, LLC 0.04% No change 13,619 $271K
Newman Dignan & Sheerar, Inc. 0.07% Add +3.3% 13,610 $270K
KCM Investment Advisors LLC 0.01% Reduce -2.0% 13,548 $269K
Sentinel Trust Co. Lba 0.03% No change 13,558 $269K
Caldwell Sutter Capital, Inc. 0.13% Add +2.5% 13,491 $268K
First Horizon Advisors, Inc. 0.01% Add +4.4% 13,415 $267K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -13.3% 15,042 $265K
Ballentine Partners, LLC 0.00% New 13,315 $265K
United Community Bank 0.11% No change 13,265 $264K
Calydon Capital 0.05% Reduce -19.4% 13,262 $264K
Segment Wealth Management, LLC 0.02% No change 13,252 $263K
Oak Thistle LLC 0.20% New 13,249 $263K
Wellington Shields Capital Management, LLC 0.05% No change 13,246 $263K
Evanson Asset Management, LLC 0.02% Add +0.5% 13,121 $261K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -5.7% 13,092 $260K
Lakewood Asset Management LLC 0.18% Add +0.8% 13,055 $259K
Western Wealth Management, LLC 0.02% Reduce -3.3% 13,013 $259K
Northeast Financial Consultants Inc 0.01% Reduce -30.2% 12,960 $258K
Forvis Mazars Wealth Advisors, LLC 0.01% New 12,950 $257K
Atlas Brown,Inc. 0.09% Add +0.3% 12,946 $257K
GPS Wealth Strategies Group, LLC 0.04% Add +80.3% 12,944 $257K
Hamilton Capital, LLC 0.02% Reduce -0.8% 12,909 $257K
Welch Group, LLC 0.01% No change 12,907 $256K
Mosley Wealth Management 0.22% New 12,840 $255K
Sittner & Nelson, LLC 0.13% No change 12,816 $255K
Synergy Financial Group, LTD 0.27% Add +0.2% 12,797 $254K
Trueblood Wealth Management, LLC 0.14% Add +0.3% 12,731 $253K
Partners Group Holding AG 0.02% Reduce -18.1% 12,674 $252K
Nwam LLC 0.07% Add +3.8% 12,674 $252K
Clear Creek Financial Management, LLC 0.03% Add +0.5% 12,640 $251K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -1.1% 12,578 $250K
Rehmann Capital Advisory Group 0.02% New 12,569 $250K
Norden Group LLC 0.05% New 12,528 $249K
Spire Wealth Management 0.01% Reduce -18.9% 12,510 $249K
Hedges Asset Management LLC 0.18% No change 12,500 $248K
NTV Asset Management LLC 0.04% New 12,496 $248K
Mayflower Financial Advisors, LLC 0.04% Reduce -2.3% 12,487 $248K
Hyman Charles D 0.01% Reduce -17.3% 12,468 $248K
Oak Ridge Investments LLC 0.02% Add +12.3% 12,470 $248K
Royal Capital Wealth Management, LLC 0.19% Reduce -17.0% 12,398 $246K
Valmark Advisers, Inc. 0.00% Add +0.8% 12,382 $246K
Capital Asset Advisory Services LLC 0.01% Reduce -2.6% 12,251 $245K
First Financial Bankshares Inc 0.01% New 12,318 $245K
BLB&B Advisors, LLC 0.01% Reduce -10.7% 12,296 $244K
MBM Wealth Consultants, LLC 0.08% Reduce -7.5% 12,194 $244K
Savvy Advisors, Inc. 0.08% New 12,228 $243K
Freedom Day Solutions, LLC 0.08% No change 12,123 $241K
Sandy Spring Bank 0.01% Add +3.9% 12,107 $241K
Tempus Wealth Planning, LLC 0.10% Reduce -87.9% 12,096 $240K
Provenance Wealth Advisors, LLC 0.03% No change 11,954 $238K
Moody National Bank Trust Division 0.02% Reduce -14.3% 11,948 $237K
Vantage Consulting Group Inc 0.18% Reduce -10.7% 11,898 $236K
Corsair Capital Management, L.P. 0.04% Reduce -0.7% 11,820 $235K
Venturi Wealth Management, LLC 0.01% Add +18.0% 11,813 $235K
Atlas Private Wealth Advisors 0.04% New 11,748 $233K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 11,700 $232K
AJOVista, LLC 0.67% No change 11,697 $232K
Tectonic Advisors LLC 0.02% Reduce -4.5% 11,643 $231K
Signature Estate & Investment Advisors LLC 0.01% New 11,547 $229K
Lauer Wealth, LLC 0.18% Reduce -33.3% 11,319 $228K
Lee Financial Co 0.04% No change 11,483 $228K
UNIVEST FINANCIAL Corp 0.06% Reduce -1.2% 11,443 $227K
Shelton Capital Management 0.01% Reduce -4.2% 11,443 $227K
Dynamic Advisor Solutions LLC 0.01% Reduce -14.1% 11,373 $226K
CW Advisors, LLC 0.00% Reduce -31.5% 11,322 $225K
Austin Private Wealth, LLC 0.02% Add +6.0% 11,154 $222K
Smartleaf Asset Management LLC 0.04% Add +43.0% 11,170 $221K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -0.7% 11,077 $220K
Hilton Capital Management, LLC 0.02% Add +2.6% 11,050 $220K
Douglass Winthrop Advisors, LLC 0.00% No change 11,005 $219K
Avestar Capital, LLC 0.02% New 11,002 $219K
Balboa Wealth Partners 0.06% New 10,995 $218K
West Paces Advisors Inc. 0.06% No change 10,995 $218K
TRUE Private Wealth Advisors 0.02% Add +2.8% 10,984 $218K
Summit Financial, LLC 0.01% New 10,901 $217K
LGT Group Foundation 0.00% No change 10,900 $217K
Quantitative Investment Management, LLC 0.02% Reduce -97.0% 10,917 $216K
Beck Mack & Oliver LLC 0.00% Reduce -20.8% 10,850 $216K
Harvest Fund Management Co., Ltd 0.02% Add +2498.6% 10,784 $214K
SageView Advisory Group, LLC 0.01% New 10,758 $214K
Edgestream Partners, L.P. 0.01% New 10,728 $213K
Conservest Capital Advisors, Inc. 0.02% No change 11,553 $212K
Tortoise Investment Management, LLC 0.02% Add +0.3% 10,662 $212K
Mb, Levis & Associates, LLC 0.11% Reduce -3.4% 10,659 $212K
Boothbay Fund Management, LLC 0.01% New 10,628 $211K
Cypress Capital Group 0.03% New 10,580 $210K
NFSG Corp 0.08% Add +32.7% 10,534 $209K
Wayfinding Financial, LLC 0.12% Reduce -1.4% 10,526 $209K
Schulhoff & Co. Inc. 0.09% Reduce -3.0% 10,512 $209K
Brown Miller Wealth Management, LLC 0.09% Add +0.8% 10,488 $208K
Court Place Advisors, LLC 0.07% New 10,486 $208K
Maia Wealth LLC 0.06% — 10,328 $208K
Consolidated Portfolio Review Corp 0.05% New 10,480 $208K
Financial Counselors Inc. 0.00% New 10,445 $208K
Wealth Alliance, LLC 0.03% Reduce -5.9% 10,441 $207K
Clarity Financial LLC 0.03% New 10,438 $207K
IRON Financial LLC 0.12% New 10,418 $207K
Sage Mountain Advisors LLC 0.02% New 10,412 $207K
L.M. Kohn & Company 0.06% Add +3.7% 10,410 $207K
Sunflower Bank, N.A. 0.05% Reduce -6.6% 10,390 $206K
Angeles Wealth Management, LLC 0.02% Reduce -6.9% 10,312 $205K
Second Line Capital, LLC 0.06% New 10,290 $204K
USAdvisors Wealth Management, LLC 0.07% New 10,262 $203K
Brown Brothers Harriman & Co. 0.00% Reduce -4.0% 10,213 $203K
CoreCap Advisors, LLC 0.02% Add +4.3% 10,212 $203K
Pasadena Private Wealth, LLC 0.05% Add +0.7% 10,211 $203K
Daymark Wealth Partners, LLC 0.01% New 10,184 $202K
Weaver Consulting Group 0.07% New 10,149 $202K
Kohmann Bosshard Financial Services, LLC 0.03% No change 10,108 $201K
EverSource Wealth Advisors, LLC 0.01% Add +25.5% 9,497 $201K
Traphagen Investment Advisors LLC 0.02% Reduce -1.0% 10,022 $199K
Wendell David Associates Inc. 0.02% No change 10,000 $199K
Laurel Wealth Advisors LLC 0.03% No change 9,930 $197K
Sentry Investment Management LLC 0.08% Reduce -17.0% 9,423 $187K
Hilltop National Bank 0.06% Reduce -39.4% 9,398 $187K
Rosenberg Matthew Hamilton 0.05% Reduce -10.3% 9,223 $183K
Centaurus Financial, Inc. 0.01% Add +67.7% 9,151 $182K
Proffitt & Goodson Inc. 0.03% Add +29.5% 9,159 $182K
C M Bidwell & Associates Ltd. 0.12% No change 9,119 $181K
Larson Financial Group LLC 0.01% Add +129.9% 9,041 $180K
S.A. Mason LLC 0.10% Add +0.4% 9,007 $179K
Continuum Advisory, LLC 0.02% Reduce -3.8% 8,632 $172K
Carmichael Hill & Associates, Inc. 0.07% Add +0.8% 8,536 $170K
Y.D. More Investments Ltd 0.02% New 8,452 $168K
Balefire, LLC 0.06% Add +33.0% 8,410 $167K
Mendota Financial Group, LLC 0.09% No change 8,396 $167K
TCTC Holdings, LLC 0.01% No change 8,137 $162K
NCP Inc. 0.10% Reduce -40.2% 8,056 $160K
CI Investments Inc. 0.00% Reduce -20.0% 7,838 $156K
R.H. Dinel Investment Counsel, Inc. 0.10% No change 7,800 $155K
AdvisorNet Financial, Inc 0.01% Reduce -2.4% 7,527 $150K
Compagnie Lombard Odier SCmA 0.00% No change 7,500 $149K
Qube Research & Technologies Ltd 0.00% Reduce -99.5% 7,110 $141K
American National Bank & Trust 0.02% Reduce -14.1% 6,842 $136K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -3.1% 6,658 $132K
Boyd Watterson Asset Management LLC 0.04% No change 6,612 $131K
Cromwell Holdings LLC 0.07% — 5,957 $118K
MCF Advisors LLC 0.01% No change 5,947 $118K
Stephens Consulting, LLC 0.03% No change 5,923 $118K
Wetzel Investment Advisors, Inc. 0.07% Add +2.4% 6,176 $113K
Lindbrook Capital, LLC 0.01% Add +22.2% 5,656 $112K
Pin Oak Investment Advisors Inc. 0.11% No change 5,543 $110K
Alta Advisers Ltd 0.05% No change 5,500 $109K
Valley National Advisers Inc. 0.02% Add +0.9% 5,493 $109K
McIlrath & Eck, LLC 0.02% Add +101.0% 5,402 $107K
SouthState Bank Corp 0.01% Add +2.7% 5,370 $107K
Slocum, Gordon & Co LLP 0.08% No change 5,350 $106K
Sound Income Strategies, LLC 0.01% Add +8.6% 5,248 $104K
Deseret Mutual Benefit Administrators 0.05% No change 5,033 $100K
Parkside Financial Bank & Trust 0.02% Reduce -9.6% 4,969 $99K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.0% 4,943 $98K
State of Wyoming 0.02% Reduce -8.4% 4,899 $97K
Silvant Capital Management LLC 0.00% No change 4,802 $95K
Eagle Bay Advisors LLC 0.06% No change 4,797 $95K
Glass Jacobson Investment Advisors llc 0.03% Add +3.4% 4,739 $94K
RFP Financial Group LLC 0.03% No change 4,622 $92K
Kimelman & Baird, LLC 0.01% — 4,500 $89K
Thompson Investment Management, Inc. 0.01% No change 4,443 $88K
Bogart Wealth, LLC 0.00% Add +2.1% 4,387 $87K
Janiczek Wealth Management, LLC 0.02% Reduce -13.1% 4,342 $86K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 3,884 $86K
Baldwin Wealth Partners LLC 0.01% Add +2.7% 4,314 $86K
Cornerstone Planning Group LLC 0.02% Add +162.0% 4,135 $83K
Gen-Wealth Partners Inc 0.04% Reduce -2.2% 4,162 $83K
Chris Bulman Inc 0.06% — 4,157 $83K
FWL Investment Management, LLC 0.04% Add +3668.2% 4,145 $82K
Covestor Ltd 0.05% Add +0.8% 4,115 $82K
Godsey & Gibb, Inc. 0.01% Add +667.2% 4,028 $80K
Zions Bancorporation, N.A. 0.01% Add +3.4% 3,652 $73K
LRI Investments, LLC 0.01% Add +1706.1% 3,558 $71K
Iron Horse Wealth Management, LLC 0.03% No change 3,528 $70K
ICA Group Wealth Management, LLC 0.04% Reduce -82.0% 3,512 $70K
Quent Capital, LLC 0.01% Add +2.9% 3,487 $69K
Alaska Permanent Fund Corp 0.00% Add +0.3% 3,130 $66K
Concord Wealth Partners 0.01% Reduce -47.0% 3,301 $66K
Riverview Trust Co 0.06% No change 3,232 $64K
Indiana Trust & Investment Management Co 0.02% New 3,200 $64K
Mascoma Wealth Management LLC 0.02% Add +1.5% 3,180 $63K
Loomis Sayles & Co. L P 0.00% Add +220.5% 3,109 $62K
Toth Financial Advisory Corp. 0.01% No change 3,070 $61K
Assetmark, Inc. 0.00% Reduce -90.0% 2,863 $57K
FinTrust Capital Advisors, LLC 0.01% Reduce -4.8% 2,859 $57K
Rise Advisors, LLC 0.03% Add +190.0% 2,703 $54K
CNB Bank 0.03% Add +285.7% 2,700 $54K
EdgeRock Capital LLC 0.04% New 2,699 $54K
Front Row Advisors LLC 0.02% No change 2,680 $53K
Salomon & Ludwin, LLC 0.01% Reduce -24.9% 2,636 $52K
Quarry LP 0.02% New 2,621 $52K
Asset Dedication, LLC 0.00% Add +412.6% 2,609 $52K
Rational Advisors, Inc. 0.01% Reduce -4.8% 2,594 $52K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +10.4% 2,536 $50K
Winthrop Capital Management, LLC 0.02% Add +6.0% 2,397 $48K
Versant Capital Management, Inc 0.01% Add +74.6% 2,408 $48K
Tradewinds Capital Management, LLC 0.01% Add +2.0% 2,390 $47K
Smithfield Trust Co 0.00% Reduce -16.4% 2,317 $46K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% Add +53.3% 2,300 $46K
Great Lakes Retirement, Inc. 0.01% New 2,281 $45K
LGT Financial Advisors LLC 0.09% Add +1.4% 2,239 $44K
Creative Financial Designs Inc. 0.00% Add +17.5% 2,227 $44K
Independence Bank of Kentucky 0.01% Reduce -5.6% 2,198 $44K
MV Capital Management, Inc. 0.00% Add +3.9% 2,164 $43K
Colonial Trust Co / SC 0.01% Add +35.4% 2,100 $42K
Founders Capital Management 0.03% Add +266.9% 2,062 $41K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 2,000 $40K
Spotlight Asset Group, Inc. 0.03% No change 2,000 $40K
Tompkins Financial Corp. 0.00% Reduce -4.1% 2,000 $40K
Avalon Trust Co 0.00% New 2,000 $40K
Laffer Tengler Investments, Inc. 0.01% Add +1.7% 1,931 $38K
AlphaMark Advisors, LLC 0.01% Add +92.5% 1,925 $38K
WR Wealth Planners, LLC 0.01% Reduce -6.4% 1,898 $38K
Motco 0.00% No change 1,885 $37K
SWAN Capital LLC 0.02% New 1,877 $37K
VitalStone Financial, LLC 0.03% Add +1.1% 1,851 $37K
Pathway Financial Advisers, LLC 0.01% Add +10.7% 1,840 $37K
Ofi Invest Asset Management 0.00% Add +6.1% 1,959 $36K
Oakworth Capital, Inc. 0.00% Reduce -22.7% 1,800 $36K
Ceeto Capital Group, LLC 0.01% No change 1,741 $35K
Hollencrest Capital Management 0.00% Add +0.3% 1,725 $34K
Delta Asset Management LLC 0.00% No change 1,692 $34K
Hartford Financial Management Inc. 0.01% Reduce -27.8% 1,687 $34K
Wunderlich Capital Managemnt 0.01% New 1,625 $32K
Louisbourg Investments Inc. 0.01% No change 1,545 $31K
HWG Holdings LP 0.01% — 1,533 $30K
Semmax Financial Advisors Inc. 0.01% Add +1.5% 1,380 $29K
Investors Research Corp 0.01% No change 1,458 $29K
Tsfg, LLC 0.01% Add +0.4% 1,412 $28K
Barrett & Company, Inc. 0.01% No change 1,400 $28K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,396 $28K
TD Waterhouse Canada Inc. 0.00% Reduce -35.5% 1,375 $27K
Coppell Advisory Solutions LLC 0.00% — 1,345 $27K
SJS Investment Consulting Inc. 0.01% No change 1,312 $26K
Pinnacle Bancorp, Inc. 0.01% Reduce -58.1% 1,296 $26K
Beacon Capital Management, LLC 0.00% Add +35.0% 1,283 $25K
Ramirez Asset Management, Inc. 0.01% No change 1,272 $25K
Financial Freedom, LLC 0.01% Add +1.5% 1,268 $25K
Adirondack Trust Co. 0.01% No change 1,261 $25K
City State Bank 0.01% No change 1,253 $25K
Rakuten Securities, Inc. 0.01% Reduce -66.2% 1,237 $25K
Capital Advisors, Ltd. LLC 0.00% Add +65.8% 1,210 $24K
True Wealth Design, LLC 0.01% No change 1,194 $24K
Addison Advisors LLC 0.01% Add +35.2% 1,172 $23K
Riggs Asset Managment Co. Inc. 0.01% No change 1,147 $23K
Harbor Investment Advisory, LLC 0.00% Reduce -5.1% 1,146 $23K
JFS Wealth Advisors, LLC 0.00% Reduce -42.3% 1,138 $23K
Denver PWM, LLC 0.01% Reduce -90.2% 1,129 $22K
Winch Advisory Services, LLC 0.01% Add +1.5% 1,084 $22K
Gradient Investments LLC 0.00% Add +7.8% 1,080 $21K
Altshuler Shaham Ltd 0.00% Reduce -22.1% 1,057 $21K
GW&K Investment Management, LLC 0.00% Add +63.5% 1,066 $21K
First PREMIER Bank 0.01% Reduce -10.8% 1,000 $20K
PARK CIRCLE Co 0.02% New 1,000 $20K
Arvest Investments, Inc. 0.00% No change 1,000 $20K
Piscataqua Savings Bank 0.02% Reduce -52.1% 1,000 $20K
WASHINGTON TRUST Co 0.00% Add +103.1% 985 $20K
Opal Wealth Advisors, LLC 0.01% New 962 $19K
Vermillion & White Wealth Management Group, LLC 0.01% Add +1.4% 929 $18K
Bruce G. Allen Investments, LLC 0.02% Add +6.5% 915 $18K
Activest Wealth Management 0.01% Add +0.0% 907 $18K
TD Capital Management LLC 0.00% No change 897 $18K
Triad Wealth Partners, LLC 0.01% New 849 $17K
Private Wealth Management Group, LLC 0.01% Add +107.7% 837 $17K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.05% No change 820 $16K
REAP Financial Group, LLC 0.00% Reduce -10.4% 818 $16K
Park Place Capital Corp 0.01% Add +25.1% 811 $16K
WFA Asset Management Corp 0.01% No change 800 $16K
Key Financial Inc 0.00% No change 785 $16K
Centennial Bank 0.01% No change 781 $16K
Citizens National Bank Trust Department 0.00% Reduce -48.2% 777 $15K
Financial Avengers, Inc. 0.01% Add +1.5% 755 $15K
Aspire Private Capital, LLC 0.00% No change 700 $14K
DHJJ Financial Advisors, Ltd. 0.01% No change 680 $14K
Castleview Partners, LLC 0.01% Add +75.3% 661 $13K
Scarborough Advisors, LLC 0.01% Add +4.1% 640 $13K
Manchester Capital Management LLC 0.00% Add +273.8% 628 $12K
Crewe Advisors LLC 0.00% No change 597 $12K
Tidemark, LLC 0.01% No change 579 $12K
Financial Network Wealth Advisors LLC 0.01% New 566 $11K
POM Investment Strategies, LLC 0.01% Add +1.6% 565 $11K
City Holding Co. 0.00% Reduce -19.1% 565 $11K
Oliver Lagore Vanvalin Investment Group 0.00% New 560 $11K
Glen Eagle Advisors, LLC 0.00% Add +0.2% 557 $11K
Planning Capital Management Corp 0.01% No change 555 $11K
Blume Capital Management, Inc. 0.00% No change 550 $11K
SRH Advisors, LLC 0.00% No change 534 $11K
Strategic Financial Concepts, LLC 0.01% New 157,886 $10K
SYSTM Wealth Solutions LLC 0.00% Reduce -99.5% 504 $10K
Advantage Trust Co 0.01% No change 500 $10K
AllSquare Wealth Management LLC 0.01% No change 500 $10K
Missouri Trust & Investment Co 0.00% Reduce -24.2% 500 $10K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 537 $10K
Cranbrook Wealth Management, LLC 0.00% No change 484 $10K
Main Street Group, LTD 0.00% Reduce -72.1% 469 $9K
Bell Investment Advisors, Inc 0.00% Add +6.5% 458 $9K
Pineridge Advisors LLC 0.00% No change 443 $9K
Prestige Wealth Management Group LLC 0.00% No change 441 $9K
Friedenthal Financial 0.01% New 432 $9K
Montag A & Associates Inc. 0.00% No change 416 $8K
Resources Management Corp. /CT/ 0.00% No change 400 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +11.7% 400 $8K
Beaird Harris Wealth Management, LLC 0.00% New 392 $8K
Cetera Trust Company, N.A 0.00% No change 384 $8K
Abound Wealth Management 0.00% Reduce -1.1% 352 $7K
Optimum Investment Advisors 0.00% No change 350 $7K
Transcendent Capital Group LLC 0.00% Add +17.3% 332 $7K
Arax Advisory Partners 0.00% No change 330 $7K
Mfa Wealth Advisors, LLC 0.00% New 311 $6K
Briaud Financial Planning Inc 0.00% Add +1.2% 345 $6K
Fairway Wealth LLC 0.00% New 292 $6K
Kelly Financial Services LLC 0.00% Add +0.7% 287 $6K
Central Pacific Bank - Trust Division 0.00% No change 286 $6K
Sachetta, LLC 0.00% Add +183.7% 261 $6K
HM Payson & Co. 0.00% Reduce -85.8% 285 $6K
PSI Advisors, LLC 0.00% No change 279 $6K
Kelly Lawrence W & Associates Inc. 0.00% New 278 $6K
Blue Bell Private Wealth Management, LLC 0.00% No change 274 $5K
SWS Partners 0.00% New 256 $5K
Heritage Wealth Advisors 0.00% Reduce -28.3% 254 $5K
Anfield Capital Management, LLC 0.00% New 251 $5K
Trifecta Capital Advisors, LLC 0.00% Add +582.4% 232 $5K
Highline Wealth Partners LLC 0.00% New 225 $4K
Creekmur Asset Management LLC 0.00% Reduce -94.1% 222 $4K
Byrne Asset Management LLC 0.00% Reduce -64.6% 219 $4K
Providence Capital Advisors, LLC 0.00% New 210 $4K
West Financial Advisors, LLC 0.00% Add +1.5% 206 $4K
Penserra Capital Management LLC 0.00% Add +1.7% 183 $4K
Red Tortoise LLC 0.00% No change 198 $4K
Fortitude Family Office, LLC 0.00% New 194 $4K
Aspect Partners, LLC 0.00% No change 187 $4K
GHP Investment Advisors, Inc. 0.00% New 175 $3K
St Germain D J Co. Inc. 0.00% Reduce -85.1% 169 $3K
WFA of San Diego, LLC 0.00% — 165 $3K
Abich Financial Wealth Management LLC 0.00% Reduce -97.9% 151 $3K
Financial Management Professionals, Inc. 0.00% No change 149 $3K
Plante Moran Financial Advisors, LLC 0.00% No change 140 $3K
Gilliland Jeter Wealth Management LLC 0.00% No change 138 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 134 $3K
RE Dickinson Investment Advisors, LLC 0.00% Reduce -91.0% 133 $3K
JNBA Financial Advisors 0.00% No change 130 $3K
Caldwell Trust Co 0.00% No change 128 $3K
Kozak & Associates, Inc. 0.00% No change 127 $3K
Richard W. Paul & Associates, LLC 0.00% No change 107 $2K
Financial Perspectives, Inc 0.00% No change 107 $2K
BOK Financial Private Wealth, Inc. 0.00% New 100 $2K
Dunhill Financial, LLC 0.00% Add +61.3% 100 $2K
Old Second National Bank of Aurora 0.00% No change 69 $1K
Core Alternative Capital 0.00% No change 67 $1K
Raffa Wealth Management, LLC 0.00% No change 65 $1K
Delos Wealth Advisors, LLC 0.00% Reduce -49.6% 62 $1K
Private Ocean, LLC 0.00% New 54 $1K
Strengthening Families & Communities, LLC 0.00% New 29 $1K
Coston, McIsaac & Partners 0.00% No change 66 $1K
Arrow Financial Corp 0.00% No change 50 $994
Carolinas Wealth Consulting LLC 0.00% No change 48 $954
Sugarloaf Wealth Management, LLC 0.00% Reduce -78.1% 46 $914
PFG Private Wealth Management, LLC 0.00% No change 36 $716
Birch Capital Management, LLC 0.00% Reduce -98.6% 36 $715
Lynx Investment Advisory 0.00% — 35 $695
Caitlin John, LLC 0.00% Add +3.0% 34 $667
Nvwm, LLC 0.00% New 31 $616
Unique Wealth Strategies, LLC 0.00% New 25 $459
Voisard Asset Management Group, Inc. 0.00% New 12 $239
TFC Financial Management, Inc. 0.00% No change 10 $199
ClariVest Asset Management LLC 0.00% No change 9 $178
Valued Wealth Advisors LLC 0.00% No change 6 $120
Trust Co 0.00% Reduce -99.9% 1 $20
Peoples Financial Services Corp. 0.00% No change 1 $19

"% of holder's portfolio" is KMI's weight in each manager's 13F, not the share of Kinder Morgan Inc. the manager owns.