Kinder MorganKMI

13F holders, Q3 2024 (September 30)
1,420holders +26
111new positions
86sold out
9famous investors
$22.11avg. 13F price*

At the end of Q3 2024, 1,420 institutions reported holding Kinder Morgan Inc. (KMI) in their 13F filings, up 26 from Q2 2024. 111 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($4.4B), BlackRock, Inc. ($3.4B) and State Street Corp. ($2.8B). 9 famous investors held it, including Stanley Druckenmiller (2.0% of Duquesne Family Office's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions111$124.0M
Exits86$191.3M

All 13F filers, Q2 2024 → Q3 2024: 67,127,849 shares bought and 60,795,410 shares sold, net +6,332,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,420 holders

Vanguard Group Inc. 0.08% Add +0.5% 201,376,319 $4.4B
BlackRock, Inc. 0.07% — 152,654,402 $3.4B
State Street Corp. 0.11% Reduce -1.7% 126,545,815 $2.8B
Bank of America Corp. 0.12% Add +0.4% 63,635,708 $1.4B
Geode Capital Management, LLC 0.09% Reduce -0.7% 50,507,235 $1.1B
JPMorgan Chase & Co. 0.07% Add +3.4% 38,515,141 $850.8M
Charles Schwab Investment Management Inc. 0.13% Reduce -0.3% 30,743,274 $678.8M
Morgan Stanley 0.05% Add +19.7% 30,598,138 $675.9M
Norges Bank 0.09% Add +4.8% 28,914,989 $638.7M
Invesco Ltd. 0.11% Add +2.3% 26,667,398 $589.1M
Northern Trust Corp. 0.07% Reduce -5.2% 19,334,342 $427.1M
T. Rowe Price Associates Inc. 0.05% Reduce -20.4% 19,061,003 $421.1M
Orbis Allan Gray Ltd 2.14% Add +133.5% 18,270,089 $403.6M
UBS Group AG 0.11% Add +5.0% 17,791,790 $393.0M
Dimensional Fund Advisors LP 0.09% Add +0.5% 16,980,640 $375.1M
Legal & General Group Plc 0.09% Reduce -4.8% 16,025,002 $354.0M
Wells Fargo & Company 0.08% Add +6.3% 14,728,245 $325.3M
Bank of New York Mellon Corp 0.05% Reduce -3.2% 12,641,511 $279.3M
Deutsche Bank AG 0.11% Reduce -2.3% 12,595,146 $278.2M
Goldman Sachs Group Inc. 0.05% Reduce -2.9% 11,926,017 $263.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -0.8% 11,766,462 $259.9M
Ensign Peak Advisors, Inc 0.45% Add +1.6% 11,670,713 $257.8M
Tortoise Capital Advisors, L.L.C. 3.19% Add +4.3% 11,211,559 $247.7M
Kayne Anderson Capital Advisors LP 5.98% Add +0.7% 10,550,002 $233.0M
Energy Income Partners, LLC 4.67% Reduce -1.0% 9,868,871 $218.0M
Amundi 0.08% Reduce -10.3% 9,169,737 $213.8M
Royal Bank of Canada 0.05% Reduce -1.7% 9,253,381 $204.4M
Clearbridge Investments, LLC 0.15% Add +5.2% 8,786,163 $194.1M
First Pacific Advisors, LP 2.56% Reduce -0.1% 8,189,754 $180.9M
Barclays PLC 0.08% Add +39.9% 8,186,207 $180.8M
Berkley W R Corp. 12.07% No change 7,625,000 $168.4M
Castle Hook Partners LP 5.03% Reduce -26.6% 7,611,907 $168.1M
Bank of Montreal 0.08% Add +2.2% 7,485,834 $163.1M
FPR Partners LLC 14.02% Reduce -6.8% 6,797,032 $150.1M
California Public Employees Retirement System 0.10% Reduce -1.0% 6,773,074 $149.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.33% Reduce -2.6% 6,683,462 $147.6M
Bessemer Group Inc. 0.24% Add +10907.2% 6,606,727 $145.9M
HSBC Holdings PLC 0.08% Reduce -2.7% 5,967,997 $131.8M
Swiss National Bank 0.09% Add +0.3% 5,928,674 $131.0M
Nuveen Asset Management, LLC 0.04% Reduce -12.9% 5,596,880 $127.3M
First Trust Advisors LP 0.12% Add +6.1% 5,563,236 $122.9M
Lord, Abbett & Co. LLC 0.36% No change 5,050,312 $111.6M
Bahl & Gaynor LLC 0.54% Add +0.9% 4,783,878 $105.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.7% 4,591,311 $101.4M
Confluence Investment Management LLC 1.32% Reduce -1.4% 4,484,559 $99.1M
Envestnet Asset Management Inc. 0.03% Add +0.5% 4,435,873 $98.0M
Raymond James & Associates 0.06% Reduce -0.9% 4,356,089 $96.2M
Manufacturers Life Insurance Company, The 0.08% Reduce -0.7% 4,085,433 $90.2M
Thompson Siegel & Walmsley LLC 1.34% Reduce -8.9% 4,046,177 $89.4M
Assenagon Asset Management S.A. 0.18% Add +30.3% 4,007,857 $88.5M
Rhumbline Advisers 0.08% Reduce -4.2% 3,889,256 $85.9M
Macquarie Group Ltd. 0.09% Reduce -23.5% 3,833,452 $84.7M
Empower Advisory Group, LLC 0.28% Add +1.2% 3,808,896 $84.1M
LPL Financial LLC 0.04% Add +5.0% 3,742,662 $82.7M
BNP Paribas Financial Markets 0.08% Add +15.0% 3,618,090 $79.9M
Sound Shore Management Inc 2.59% Reduce -24.4% 3,604,126 $79.6M
Rockefeller Capital Management L.P. 0.21% Reduce -6.0% 3,575,103 $79.0M
California State Teachers Retirement System 0.09% Add +1.8% 3,483,043 $76.9M
Allianz Asset Management GmbH 0.12% Reduce -2.3% 3,423,353 $75.6M
Westwood Holdings Group Inc. 0.58% Add +59.5% 3,385,781 $74.8M
Focus Partners Wealth 0.24% Add +61.3% 3,372,917 $74.5M
FMR LLC 0.00% Reduce -6.6% 3,253,387 $71.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.45% Reduce -0.9% 3,238,151 $71.5M
Zacks Investment Management 0.62% Add +10.6% 3,210,327 $70.9M
National Pension Service 0.06% Add +15.8% 2,938,864 $64.9M
National Bank of Canada 0.09% Add +295.5% 2,937,055 $64.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +13.7% 2,928,738 $64.7M
Renaissance Technologies 0.09% Reduce -38.0% 2,823,531 $62.4M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.59% Reduce -11.3% 2,820,545 $62.3M
Advisors Capital Management, LLC 1.00% Add +1.9% 2,764,764 $61.1M
King Luther Capital Management Corp. 0.26% Add +1.2% 2,739,656 $60.5M
Kornitzer Capital Management Inc. 1.09% Reduce -0.8% 2,663,451 $58.8M
Ameriprise Financial Inc. 0.02% Add +4.1% 2,656,093 $58.7M
Aviva PLC 0.15% Add +0.3% 2,612,354 $57.7M
Duquesne Family Office 2.02% Reduce -61.3% 2,612,000 $57.7M
Fayez Sarofim & Co 0.14% Reduce -2.4% 2,469,987 $54.6M
Russell Investments Group, Ltd. 0.08% Add +0.9% 2,380,679 $52.5M
CANADA LIFE ASSURANCE Co 0.09% Reduce -6.0% 2,369,940 $52.4M
Victory Capital Management Inc. 0.05% Reduce -4.6% 2,347,082 $51.8M
Mariner, LLC 0.09% Add +4.0% 2,326,270 $51.4M
Principal Financial Group Inc. 0.03% Add +3.2% 2,291,704 $50.6M
Stifel Financial Corp. 0.05% Reduce -1.1% 2,276,958 $50.3M
Royal London Asset Management Ltd. 0.12% Add +5.3% 2,220,570 $49.1M
Alliancebernstein L.P. 0.02% Reduce -11.9% 2,201,354 $48.6M
State Board of Administration of Florida Retirement System 0.09% Reduce -1.3% 2,178,240 $48.1M
SIR Capital Management, L.P. 4.66% Reduce -29.1% 2,167,907 $47.9M
River Road Asset Management, LLC 0.62% Reduce -1.8% 2,139,730 $47.3M
Citadel Advisors 0.05% Add +530.8% 2,073,725 $45.8M
Exchange Traded Concepts, LLC 1.08% Add +2.9% 2,068,338 $45.7M
Korea Investment CORP 0.11% Add +30.3% 2,013,746 $44.5M
Citigroup Inc. 0.04% Reduce -1.3% 1,994,199 $44.1M
Robeco Institutional Asset Management B.V. 0.09% Reduce -1.6% 1,980,625 $43.8M
Alps Advisors Inc. 0.28% Reduce -0.1% 1,902,979 $42.0M
Recurrent Investment Advisors LLC 4.16% Reduce -0.3% 1,892,496 $41.8M
Nichols & Pratt Advisers LLP 2.63% Reduce -0.4% 1,842,668 $40.7M
Truist Financial Corp. 0.06% Add +15.7% 1,819,204 $40.2M
Penn Davis McFarland Inc. 4.48% Add +7.0% 1,800,674 $39.8M
Swiss Life Asset Management Ltd 0.44% Add +0.3% 1,750,877 $38.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +68.6% 1,746,558 $38.6M
Maryland State Retirement & Pension System 0.81% Reduce -2.8% 1,741,107 $38.5M
Bruni J V & Co. 4.18% Reduce -1.1% 1,698,139 $37.5M
Retirement Systems of Alabama 0.14% Add +295.2% 1,683,356 $37.2M
Duff & Phelps Investment Management Co. 0.42% Reduce -1.6% 1,670,981 $36.9M
Aberdeen Group plc 0.07% Reduce -44.2% 1,665,622 $36.6M
FIL Ltd 0.03% New 1,647,236 $36.4M
Brandywine Global Investment Management, LLC 0.24% Add +10.7% 1,459,580 $36.3M
Marshall Wace, LLP 0.05% Reduce -78.9% 1,642,820 $36.3M
Arrowstreet Capital, Limited Partnership 0.03% Add +133.4% 1,617,832 $35.7M
Fort Washington Investment Advisors Inc. 0.22% Add +534.0% 1,617,624 $35.7M
Danske Bank A/S 0.11% Reduce -17.4% 1,541,598 $34.1M
New York State Teachers Retirement System 0.07% Reduce -4.6% 1,533,597 $33.9M
Janney Montgomery Scott LLC 0.09% Add +1.1% 1,531,624 $33.8M
Raymond James Financial Services Advisors, Inc. 0.04% Add +1.7% 1,480,084 $32.7M
Cookson Peirce & Co. Inc. 1.53% Add +2.7% 1,473,672 $32.6M
Cetera Investment Advisers 0.07% Add +0.3% 1,432,821 $31.7M
Storebrand Asset Management As 0.10% Add +70.6% 1,375,893 $30.4M
Prudential Financial Inc. 0.04% Add +1.7% 1,370,464 $30.3M
Mackenzie Financial Corp. 0.04% Add +121.1% 1,319,880 $29.2M
HighTower Advisors, LLC 0.04% Add +1.1% 1,308,481 $28.9M
Franklin Resources Inc. 0.01% Add +44.0% 1,142,956 $28.4M
Crestwood Advisors Group, LLC 0.54% Add +0.1% 1,269,064 $28.0M
State of Wisconsin Investment Board 0.07% Add +0.1% 1,265,638 $28.0M
Becker Capital Management Inc. 0.89% Add +0.8% 1,238,387 $27.4M
Hennessy Advisors Inc. 0.85% Reduce -1.6% 1,195,091 $26.4M
Miller Howard Investments Inc. 0.81% Reduce -2.6% 1,187,115 $26.2M
GMO 0.08% Reduce -19.9% 1,180,094 $26.1M
Voya Investment Management LLC 0.03% Add +28.4% 1,175,565 $26.0M
Schroder Investment Management Group 0.03% Add +210.8% 1,180,172 $25.7M
Jane Street Group, LLC 0.04% Add +57.2% 1,130,084 $25.0M
Van Lanschot Kempen Investment Management N.V. 0.25% Reduce -0.4% 1,123,087 $24.8M
Berkshire Asset Management LLC 1.26% No change 1,248,502 $24.8M
Richmond Hill Investments, LLC 10.57% No change 1,097,040 $24.2M
Pictet Asset Management Holding SA 0.03% Reduce -7.2% 1,070,050 $23.6M
Guggenheim Capital LLC 0.17% Reduce -1.4% 1,065,643 $23.5M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -0.9% 1,050,588 $23.2M
RR Advisors, LLC 6.37% Reduce -10.7% 1,045,000 $23.1M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -1.8% 1,035,517 $22.9M
Brown Advisory Inc. 0.03% Reduce -5.0% 1,017,487 $22.5M
TD Asset Management Inc 0.02% Add +39.1% 1,028,633 $22.4M
Chickasaw Capital Management LLC 0.94% Reduce -3.6% 998,814 $22.1M
Los Angeles Capital Management LLC 0.09% Add +8.2% 990,445 $21.9M
Sanctuary Advisors, LLC 0.13% Add +62.2% 746,606 $21.3M
Asset Management One Co., Ltd. 0.07% Add +2.7% 934,884 $20.7M
STRS Ohio 0.08% Add +0.7% 928,600 $20.5M
Gabelli Funds LLC 0.15% Add +9.4% 910,300 $20.1M
New York State Common Retirement Fund 0.03% Reduce -23.7% 879,130 $19.4M
Public Employees Retirement System of Ohio 0.08% Add +17.3% 867,061 $19.2M
Commonwealth Equity Services, LLC 0.03% Add +0.1% 864,594 $19.1M
Osaic Holdings, Inc. 0.04% Reduce -1.1% 861,174 $19.0M
Treasurer of the State of North Carolina 0.07% Add +0.4% 847,275 $18.7M
Chicago Partners Investment Group LLC 0.66% Add +2.6% 746,264 $18.5M
Skba Capital Management LLC 2.74% Reduce -1.2% 835,420 $18.5M
Blackstone Inc. 0.08% Add +109.1% 814,593 $18.0M
SG Americas Securities, LLC 0.07% Reduce -46.0% 811,173 $17.9M
Catalyst Capital Advisors LLC 0.39% Add +18.9% 779,710 $17.2M
Cerity Partners LLC 0.04% Add +8.4% 778,474 $17.2M
Corient Private Wealth LP 0.03% Add +5.0% 776,248 $17.1M
Verition Fund Management LLC 0.13% Add +822.7% 774,011 $17.1M
Bollard Group LLC 0.45% Reduce -3.2% 771,250 $17.0M
Toronto Dominion Bank 0.03% Reduce -22.8% 769,236 $17.0M
State of Tennessee, Department of Treasury 0.06% Reduce -2.7% 767,721 $17.0M
Gotham Asset Management 0.17% Add +68.4% 760,559 $16.8M
Cresset Asset Management, LLC 0.06% Reduce -0.6% 749,048 $16.5M
AQR Capital Management 0.02% Add +66.8% 762,576 $16.5M
Van Eck Associates Corp. 0.02% Add +5.7% 666,452 $16.5M
Varma Mutual Pension Insurance Co 0.13% Reduce -15.7% 670,803 $16.4M
Baird Financial Group, Inc. 0.03% Add +19.0% 744,248 $16.4M
Susquehanna International Group, LLP 0.03% Add +11.6% 739,095 $16.3M
Sei Investments Co. 0.02% Reduce -8.5% 735,343 $16.2M
Americana Partners, LLC 1.10% Add +0.4% 733,589 $16.2M
Richard C. Young & CO., LTD. 1.77% Add +1.6% 731,905 $16.2M
Illinois Municipal Retirement Fund 0.23% Add +3.5% 720,439 $15.9M
State of New Jersey Common Pension Fund D 0.07% No change 717,197 $15.8M
Comerica Bank 0.06% Add +1.3% 714,001 $15.8M
Lathrop Investment Management Co. 2.86% Add +3.2% 696,583 $15.4M
USS Investment Management Ltd 0.11% Add +3.6% 691,488 $15.3M
Curi Capital, LLC 0.35% Add +1.1% 691,613 $15.3M
Envestnet Portfolio Solutions, Inc. 0.05% Add +60.0% 683,232 $15.1M
Pacer Advisors, Inc. 0.03% Add +49.9% 673,256 $14.9M
Randolph Co Inc 1.71% No change 665,957 $14.7M
First Citizens Bank & Trust Co. 0.32% Add +74.2% 657,248 $14.5M
Steigerwald, Gordon & Koch Inc. 1.58% Add +6.2% 656,443 $14.5M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -5.7% 655,992 $14.5M
Van Hulzen Asset Management, LLC 1.04% Reduce -30.1% 650,991 $14.4M
Carnegie Investment Counsel 0.41% Add +2.7% 633,873 $14.0M
Coronation Fund Managers Ltd. 0.77% Reduce -21.3% 632,306 $14.0M
Natixis Advisors, LLC 0.03% Add +49.4% 631,901 $14.0M
Nomura Asset Management Co. Ltd. 0.04% Add +7.0% 629,421 $13.9M
Centre Asset Management, LLC 2.94% Reduce -0.4% 616,786 $13.6M
IFM Investors Pty Ltd 0.13% Reduce -0.2% 616,682 $13.6M
Fractal Investments LLC 2.29% Add +23.0% 614,468 $13.6M
D.A. Davidson & Co. 0.11% Add +3.8% 605,156 $13.4M
Resona Asset Management Co.,Ltd. 0.08% Reduce -4.8% 602,860 $13.3M
Cadence Bank 0.90% Add +1.7% 590,212 $13.0M
Glenmede Trust Co. NA 0.06% Add +6.0% 582,196 $12.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.13% Reduce -1.4% 581,062 $12.8M
Nordea Investment Management AB 0.01% Add +46.2% 585,252 $12.8M
Investment Management Associates Inc. 5.05% Reduce -9.9% 579,594 $12.8M
Arizona State Retirement System 0.08% Reduce -1.1% 572,716 $12.7M
Great Lakes Advisors, LLC 0.11% Add +122.5% 571,962 $12.6M
Walleye Trading LLC 0.30% Reduce -29.5% 569,087 $12.6M
DekaBank Deutsche Girozentrale 0.02% Reduce -7.1% 569,961 $12.6M
WealthTrust Axiom LLC 3.63% Reduce -0.8% 554,548 $12.2M
United Asset Strategies, Inc. 1.12% Add +3.6% 544,843 $12.0M
Evergreen Capital Management LLC 0.40% Add +0.8% 541,522 $12.0M
APG Asset Management N.V. 0.08% Add +7.8% 604,000 $12.0M
Oak Harvest Investment Services 1.72% Add +1.1% 539,922 $11.9M
Punch & Associates Investment Management, Inc. 0.66% Reduce -0.9% 539,183 $11.9M
Brookstone Capital Management 0.17% Add +0.5% 537,378 $11.9M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -5.7% 531,651 $11.7M
Blair William & Co. 0.03% Reduce -1.3% 531,023 $11.7M
Hoertkorn Richard Charles 5.04% Reduce -1.7% 529,394 $11.7M
Guinness Asset Management LTD 0.22% Reduce -14.1% 529,404 $11.7M
State of Michigan Retirement System 0.06% Reduce -0.6% 525,845 $11.6M
ProShare Advisors LLC 0.03% Reduce -3.0% 523,858 $11.6M
Brookfield Corp 0.07% Add +71.5% 521,886 $11.5M
Sterling Investment Advisors, Ltd. 2.91% Reduce -3.6% 520,106 $11.5M
Crawford Investment Counsel Inc. 0.20% Add +5.0% 519,320 $11.5M
O'shaughnessy Asset Management, LLC 0.10% Add +8.0% 454,465 $11.3M
Ferguson Wellman Capital Management, Inc. 0.22% Reduce -1.8% 509,603 $11.3M
Calamos Advisors LLC 0.08% Reduce -2.4% 505,642 $11.2M
MetLife Investment Management, LLC 0.06% Reduce -2.5% 502,224 $11.1M
Janus Henderson Group PLC 0.01% Add +102.0% 494,385 $10.9M
Cohen & Steers, Inc. 0.02% Reduce -64.1% 493,337 $10.9M
Corebridge Financial, Inc. 0.06% Reduce -2.8% 479,489 $10.6M
Keybank National Association 0.04% Reduce -0.1% 479,249 $10.6M
Callahan Advisors, LLC 1.03% Reduce -0.5% 478,859 $10.6M
CHURCHILL MANAGEMENT Corp 0.12% Reduce -0.7% 476,280 $10.5M
Nkcfo LLC 5.01% Add +2.9% 474,800 $10.5M
Linscomb Wealth, Inc. 0.52% Reduce -2.4% 472,233 $10.4M
Capital Management Corp. 1.83% Reduce -14.1% 467,495 $10.3M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 461,000 $10.2M
1834 Investment Advisors Co. 1.19% Add +1.4% 460,895 $10.2M
Rafferty Asset Management, LLC 0.03% Reduce -4.4% 460,010 $10.2M
Oxbow Advisors, LLC 1.03% Add +0.7% 458,876 $10.1M
Visionary Wealth Advisors 0.61% Add +3.9% 452,231 $10.0M
CIBC Private Wealth Group LLC 0.02% Add +24.1% 451,191 $10.0M
Adams Natural Resources Fund, Inc. 1.46% Reduce -26.9% 445,392 $9.8M
Alberta Investment Management Corp 0.09% No change 440,907 $9.7M
Oppenheimer & Co. Inc. 0.15% Reduce -11.1% 435,747 $9.6M
Agf Management Ltd. 0.05% Add +1.8% 433,648 $9.6M
MML Investors Services, LLC 0.03% Add +5.5% 430,690 $9.5M
Beacon Pointe Advisors, LLC 0.11% Reduce -4.8% 426,698 $9.4M
Capital Investment Advisors, LLC 0.19% Add +15.7% 418,120 $9.2M
Cornerstone Capital, Inc. 0.85% Reduce -0.6% 413,900 $9.1M
Creative Planning 0.01% Add +5.2% 412,376 $9.1M
Osborne Partners Capital Management, LLC 0.52% Add +0.1% 411,923 $9.1M
Azimuth Capital Investment Management LLC 0.35% Reduce -7.3% 411,114 $9.1M
PNC Financial Services Group, Inc. 0.01% Add +11.6% 408,755 $9.0M
U.S. Capital Wealth Advisors, LLC 0.32% Reduce -2.1% 407,482 $9.0M
Cwm, LLC 0.04% Add +1.2% 403,995 $8.9M
Benjamin Edwards Inc. 0.13% Add +2388.5% 397,332 $8.8M
Czech National Bank 0.09% Add +6.9% 393,351 $8.7M
Lombard Odier Asset Management (Europe) Ltd 0.57% Reduce -2.9% 388,083 $8.6M
Spirit of America Management Corp. 1.69% Reduce -2.8% 384,244 $8.5M
Lumbard & Kellner, LLC 3.73% Add +1.2% 382,879 $8.5M
R.m.sincerbeaux Capital Management LLC 5.25% Add +0.9% 382,441 $8.4M
Wealthfront Advisers LLC 0.03% Add +2.8% 382,358 $8.4M
Amalgamated Bank 0.07% Reduce -2.9% 379,829 $8.4M
Old National Bancorp 0.19% Add +27.2% 379,391 $8.4M
LSV Asset Management 0.02% Reduce -22.1% 374,600 $8.3M
DNB Asset Management AS 0.04% Add +2.1% 369,423 $8.2M
Camden National Bank 1.15% Reduce -2.4% 361,963 $8.0M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +69.9% 357,045 $7.9M
American Century Companies Inc. 0.00% Add +2.9% 356,084 $7.9M
Bradley Foster & Sargent Inc. 0.13% Add +4.9% 353,286 $7.8M
Voloridge Investment Management, LLC 0.03% Reduce -79.2% 348,987 $7.7M
Northcape Wealth Management, LLC 2.51% Add +0.7% 347,121 $7.7M
CIBC Asset Management Inc 0.02% Add +7.0% 341,054 $7.5M
Salem Investment Counselors Inc. 0.23% Add +0.3% 340,975 $7.5M
Ilmarinen Mutual Pension Insurance Co 0.08% New 340,000 $7.5M
Public Sector Pension Investment Board 0.04% Add +0.1% 336,626 $7.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -12.9% 333,304 $7.4M
Mesirow Financial Investment Management, Inc. 0.14% Add +2.0% 332,527 $7.3M
Aventail Capital Group, LP 0.43% New 330,912 $7.3M
Yousif Capital Management, LLC 0.08% Reduce -1.3% 327,301 $7.2M
Infrastructure Capital Advisors, LLC 1.18% Add +36.7% 325,817 $7.2M
MTM Investment Management, LLC 2.80% Reduce -1.8% 304,364 $7.2M
Captrust Financial Advisors 0.02% Add +1.2% 322,093 $7.1M
Utah Retirement Systems 0.08% Add +0.4% 320,561 $7.1M
Uniplan Investment Counsel, Inc. 0.63% Reduce -5.7% 320,029 $7.1M
Cibc World Market Inc. 0.02% Add +386.4% 312,638 $6.9M
Private Wealth Partners, LLC 0.55% Add +3.1% 310,795 $6.9M
XML Financial, LLC 0.63% Reduce -1.9% 307,990 $6.8M
Mirador Capital Partners LP 1.22% Add +2.6% 306,117 $6.8M
Hourglass Capital, LLC 1.88% Reduce -3.9% 305,685 $6.8M
NorthCoast Asset Management LLC 0.05% Add +2320.8% 333,441 $6.7M
QRG Capital Management, Inc. 0.07% Add +1.6% 303,197 $6.7M
Cyndeo Wealth Partners, LLC 0.47% Add +9.8% 302,341 $6.7M
Kestra Advisory Services, LLC 0.04% Add +1.8% 301,168 $6.7M
Neuberger Berman Group LLC 0.01% Add +20.7% 300,752 $6.6M
Canal Insurance CO 1.56% Add +50.0% 300,000 $6.6M
ARS Wealth Advisors Group, LLC 0.81% Add +0.1% 299,526 $6.6M
Gilman Hill Asset Management, LLC 1.10% Reduce -1.3% 297,736 $6.6M
Montchanin Asset Management, LLC 6.10% Add +2.2% 296,595 $6.6M
CPC Advisors, LLC 0.97% Add +1.9% 294,584 $6.5M
NewEdge Advisors, LLC 0.04% Add +1.0% 293,926 $6.5M
Icon Wealth Advisors, LLC 0.54% Add +12.8% 292,779 $6.5M
Financial Engines Advisors L.L.C. 0.01% Add +5.3% 292,562 $6.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +0.5% 290,761 $6.4M
Morningstar Investment Management LLC 0.63% Reduce -12.8% 256,096 $6.4M
Daiichi Life Insurance Co., Ltd. 0.16% Reduce -21.7% 288,395 $6.4M
Bank of Nova Scotia 0.01% Add +29.3% 288,018 $6.4M
Xponance LLC 0.06% Reduce -5.8% 287,930 $6.4M
Partners Group Holding AG 0.41% Add +2170.6% 287,777 $6.4M
New York Life Investment Management LLC 0.06% Reduce -3.0% 286,365 $6.3M
Two Sigma Advisers, LP 0.01% Add +12.2% 283,200 $6.3M
Dakota Wealth Management 0.14% Reduce -1.3% 280,763 $6.2M
Public Employees Retirement Association of Colorado 0.02% Add +0.0% 277,930 $6.1M
Daiwa Securities Group Inc. 0.03% Add +17.7% 270,880 $6.0M
Scott & Selber, Inc. 1.86% Reduce -0.4% 270,725 $6.0M
Butensky & Cohen Financial Security, Inc. 1.77% Reduce -3.6% 269,864 $6.0M
Beacon Financial Group 0.65% Reduce -2.0% 268,841 $5.9M
Strategic Wealth Partners, Ltd. 0.57% Add +1.5% 266,963 $5.9M
Cibc World Markets Corp. 0.04% Add +5.4% 265,958 $5.9M
AXA S.A. 0.02% Reduce -27.6% 265,664 $5.9M
Washington Trust Advisors, Inc. 0.50% Reduce -0.9% 263,560 $5.8M
D. E. Shaw & Co. 0.01% Reduce -69.8% 263,500 $5.8M
Harvest Portfolios Group Inc. 0.19% Add +0.5% 262,704 $5.8M
Farmers Trust Co. 1.08% Reduce -0.6% 261,706 $5.8M
Tocqueville Asset Management L.P. 0.09% Reduce -2.0% 260,017 $5.7M
Dean Investment Associates, LLC 0.76% Reduce -32.2% 255,406 $5.6M
Hantz Financial Services, Inc. 0.10% Reduce -3.0% 254,654 $5.6M
Fort Pitt Capital Group, LLC 0.16% Reduce -2.1% 252,815 $5.6M
Eagle Global Advisors LLC 0.28% Add +66.2% 252,300 $5.6M
TCW Group Inc. 0.05% Reduce -0.3% 250,802 $5.5M
Candriam S.C.A. 0.03% Reduce -8.5% 250,618 $5.5M
Quantinno Capital Management LP 0.07% Add +19.2% 249,384 $5.5M
Sonora Investment Management Group, LLC 0.40% Reduce -1.3% 244,150 $5.4M
Ar Asset Management Inc. 1.21% No change 243,220 $5.4M
US Bancorp \de 0.01% Reduce -0.7% 242,624 $5.4M
Sterling Capital Management LLC 0.07% — 242,508 $5.4M
State of Alaska, Department of Revenue 0.06% Reduce -2.3% 241,584 $5.3M
Silver Lake Advisory, LLC 1.18% Add +0.2% 239,890 $5.3M
Riverview Capital Advisers, LLC 1.63% Add +0.7% 239,318 $5.3M
Federation des caisses Desjardins du Quebec 0.03% Reduce -6.6% 239,113 $5.3M
ING Groep NV 0.03% Reduce -67.5% 237,955 $5.3M
Mutual of America Capital Management LLC 0.06% Reduce -2.4% 237,738 $5.3M
KBC Group NV 0.02% Add +0.5% 237,353 $5.2M
Nissay Asset Management Corp. /Japan 0.03% Add +3.0% 237,335 $5.2M
AIA Group Ltd 0.13% Reduce -13.1% 234,942 $5.2M
NorthCrest Asset Manangement, LLC 0.16% Add +0.1% 234,872 $5.2M
Greenfield Seitz Capital Management, LLC 1.85% Reduce -8.6% 228,493 $5.0M
Arkfeld Wealth Strategies, L.L.C. 2.41% Reduce -1.0% 210,479 $5.0M
Meridian Wealth Management, LLC 0.24% Reduce -3.0% 224,406 $5.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.3% 223,211 $4.9M
Snowden Capital Advisors LLC 0.15% Reduce -35.9% 221,800 $4.9M
Natixis 0.03% Reduce -9.4% 220,698 $4.9M
DAVENPORT & Co LLC 0.03% Reduce -10.6% 220,499 $4.9M
Advisors Asset Management, Inc. 0.09% Reduce -12.9% 219,634 $4.9M
Jackson Hole Capital Partners, LLC 1.01% Add +1.4% 218,258 $4.8M
Nisa Investment Advisors, LLC 0.03% Add +0.7% 215,737 $4.8M
Walleye Capital LLC 0.06% Add +102.7% 215,392 $4.8M
Towne Trust Company, N.A 1.67% Reduce -2.2% 209,875 $4.6M
Inspire Investing, LLC 0.47% Reduce -5.7% 208,793 $4.6M
TrueMark Investments, LLC 1.48% Add +28.9% 208,433 $4.6M
Virginia Wealth Management Group, Inc. 2.88% Add +25.0% 208,270 $4.6M
Stablepoint Partners, LLC 0.84% Reduce -0.0% 207,593 $4.6M
Banque Cantonale Vaudoise 0.19% Add +13.7% 207,208 $4.6M
CW Advisors, LLC 0.06% Add +1722.2% 206,311 $4.6M
Elo Mutual Pension Insurance Co 0.10% Add +18.6% 203,210 $4.5M
apricus wealth, LLC 2.93% Add +0.9% 201,335 $4.4M
Steward Partners Investment Advisory, LLC 0.04% Add +8.1% 195,681 $4.3M
Valley Wealth Managers, Inc. 0.32% Reduce -3.4% 194,335 $4.3M
Pacifica Partners Inc. 1.77% Reduce -1.4% 194,009 $4.3M
Interval Partners, LP 0.12% Add +101.7% 191,255 $4.2M
Allen Capital Group, LLC 0.53% Add +17.9% 190,417 $4.2M
Adams Asset Advisors, LLC 0.56% No change 187,935 $4.2M
Lido Advisors, LLC 0.03% Reduce -11.0% 184,662 $4.1M
Hudson Bay Capital Management LP 0.03% New 184,469 $4.1M
M&T Bank Corp 0.01% Reduce -25.5% 184,395 $4.1M
Cutter & CO Brokerage, Inc. 0.92% Reduce -4.8% 184,393 $4.1M
Worldquant Millennium Advisors LLC 0.03% Reduce -78.3% 184,313 $4.1M
NFC Investments, LLC 1.17% Add +5.0% 184,009 $4.1M
Edgemoor Investment Advisors, Inc. 0.36% Reduce -0.2% 183,606 $4.1M
Stonebridge Capital Advisors LLC 0.33% Add +1.6% 182,271 $4.0M
Crossmark Global Holdings, Inc. 0.07% Reduce -0.2% 181,024 $4.0M
Peapack Gladstone Financial Corp. 0.06% Add +2.7% 180,272 $4.0M
Geneos Wealth Management Inc. 0.15% Reduce -4.0% 180,122 $4.0M
Pathstone Holdings, LLC 0.02% Add +1.7% 178,659 $3.9M
Resolution Capital Ltd 0.07% Add +386.6% 177,903 $3.9M
Mercer Global Advisors Inc. 0.01% Add +9.5% 173,800 $3.9M
Shorepoint Capital Partners LLC 0.89% Reduce -2.6% 176,254 $3.9M
Per Stirling Capital Management, LLC. 0.54% Reduce -4.9% 175,568 $3.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +15.7% 174,698 $3.9M
Kestra Private Wealth Services, LLC 0.07% Reduce -1.7% 174,562 $3.9M
Keene & Associates, Inc. 2.91% Add +0.6% 173,885 $3.8M
Ingalls & Snyder LLC 0.15% Reduce -1.0% 173,544 $3.8M
Empowered Funds, LLC 0.06% Add +15.2% 172,905 $3.8M
Sequoia Financial Advisors, LLC 0.04% Add +305.8% 171,743 $3.8M
Private Advisor Group, LLC 0.02% Add +0.7% 170,781 $3.8M
Metis Global Partners, LLC 0.12% Reduce -11.6% 169,984 $3.8M
Woodley Farra Manion Portfolio Management Inc. 0.19% Add +1.3% 169,428 $3.7M
New England Asset Management Inc. 0.61% Add +2.9% 169,290 $3.7M
Sfmg, LLC 0.30% Reduce -0.5% 169,012 $3.7M
Hedeker Wealth, LLC 0.98% Add +0.0% 166,936 $3.7M
Atria Wealth Solutions, Inc. 0.04% Reduce -12.3% 166,701 $3.7M
Man Group plc 0.01% Add +23.7% 166,587 $3.7M
Pring Turner Capital Group Inc. 2.32% Reduce -0.9% 166,186 $3.7M
A. D. Beadell Investment Counsel, Inc. 2.93% No change 166,180 $3.7M
Millennium Management 0.00% Add +78.4% 165,530 $3.7M
Oregon Public Employees Retirement Fund 0.07% Reduce -0.3% 165,287 $3.7M
Everett Harris & Co. 0.05% Add +2.5% 164,595 $3.6M
Ellerson Group Inc. 2.85% Add +1.9% 164,364 $3.6M
Wealth Management Associates, Inc. 1.59% Add +0.3% 163,366 $3.6M
Bar Harbor Wealth Management 0.23% Reduce -0.7% 161,959 $3.6M
Orion Porfolio Solutions, LLC 0.04% Add +5.1% 161,724 $3.6M
Orion Portfolio Solutions, LLC 0.04% Add +5.1% 161,724 $3.6M
Truvestments Capital LLC 0.95% Add +0.3% 161,134 $3.6M
Wesbanco Bank Inc. 0.12% Add +38.3% 160,415 $3.5M
Gulf International Bank (UK) Ltd 0.09% Reduce -4.1% 159,527 $3.5M
Squarepoint Ops LLC 0.01% Reduce -93.0% 159,358 $3.5M
Jennison Associates LLC 0.00% New 155,713 $3.4M
Stokes Capital Advisors, LLC 0.87% Add +1.1% 154,414 $3.4M
Proquility Private Wealth Partners, LLC 1.07% Reduce -1.4% 151,385 $3.3M
Acadian Asset Management LLC 0.01% Reduce -6.8% 151,408 $3.3M
Narwhal Capital Management 0.30% Reduce -0.0% 151,137 $3.3M
Capital Analysts, LLC 0.14% Reduce -10.6% 151,073 $3.3M
Samjo Management, LLC 1.15% No change 150,780 $3.3M
Prospera Financial Services Inc 0.08% Add +0.4% 150,430 $3.3M
Moran Wealth Management, LLC 0.10% Add +1.8% 149,936 $3.3M
Rollins Financial Advisors, LLC 0.55% Add +21.6% 149,405 $3.3M
Alpha Omega Wealth Management LLC 0.60% Reduce -1.5% 148,874 $3.3M
Avenir Corp. 0.33% Reduce -1.0% 147,300 $3.3M
GYL Financial Synergies, LLC 0.24% Add +0.6% 147,170 $3.3M
IMA Advisory Services, Inc. 0.70% Reduce -9.9% 145,038 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -5.9% 144,808 $3.2M
Fiduciary Alliance LLC 0.42% New 144,714 $3.2M
Moors & Cabot, Inc. 0.16% Add +0.3% 144,529 $3.2M
Stephens Inc. 0.05% Add +3.0% 144,268 $3.2M
Ieq Capital, LLC 0.04% Add +82.7% 144,104 $3.2M
Ethic Inc. 0.08% Add +17.5% 171,109 $3.1M
Spinnaker Trust 0.19% Reduce -1.1% 141,988 $3.1M
Transcend Capital Advisors, LLC 0.21% Add +1.1% 141,117 $3.1M
Inscription Capital, LLC 0.46% Reduce -2.9% 140,976 $3.1M
KLCM Advisors, Inc. 0.37% Reduce -29.9% 140,847 $3.1M
Shilanski & Associates, Inc. 1.01% Reduce -3.5% 140,629 $3.1M
Cohen Investment Advisors LLC 1.90% Add +8.2% 140,371 $3.1M
Harmony Asset Management LLC 1.13% Add +0.0% 139,752 $3.1M
Vectors Research Management, LLC 0.93% Reduce -3.3% 139,338 $3.1M
Cornerstone Advisors, LLC 0.12% No change 138,784 $3.1M
KMG Fiduciary Partners, LLC 0.26% New 138,652 $3.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -28.4% 138,230 $3.1M
EP Wealth Advisors, LLC 0.03% Add +32.2% 137,513 $3.0M
Foresight Capital Management Advisors, Inc. 1.79% Add +7.2% 136,218 $3.0M
Rothschild Investment LLC 0.19% Add +0.1% 134,577 $3.0M
Kentucky Retirement Systems 0.09% Reduce -7.5% 134,519 $3.0M
Wbi Investments, LLC 0.71% Reduce -8.7% 133,549 $3.0M
Peak Asset Management, LLC 0.55% Reduce -2.8% 133,042 $2.9M
Sound View Wealth Advisors Group, LLC 0.24% Add +14.2% 132,887 $2.9M
Redmond Asset Management, LLC 0.92% Add +0.2% 132,354 $2.9M
UniSuper Management Pty Ltd 0.02% Add +4.4% 132,337 $2.9M
BBR Partners, LLC 0.22% No change 131,106 $2.9M
Headinvest, LLC 0.53% Add +2.2% 130,126 $2.9M
PDT Partners, LLC 0.25% New 129,500 $2.9M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -10.2% 127,220 $2.9M
Benedict Financial Advisors Inc. 0.67% Add +12.3% 129,144 $2.9M
Nishkama Capital, LLC 0.44% New 128,563 $2.8M
William B. Walkup & Associates, Inc. 1.75% Reduce -0.2% 128,348 $2.8M
Waterloo Capital, L.P. 0.31% Reduce -0.6% 128,157 $2.8M
North Star Investment Management Corp. 0.20% Add +24.3% 127,866 $2.8M
1832 Asset Management L.P. 0.00% Reduce -1.1% 127,498 $2.8M
Mizuho Securities USA LLC 0.06% Reduce -15.9% 125,211 $2.8M
Courier Capital LLC 0.19% Reduce -2.3% 125,105 $2.8M
American Assets Investment Management, LLC 0.24% No change 125,000 $2.8M
Capstone Investment Advisors, LLC 0.09% Add +58.7% 122,798 $2.7M
Commerce Bank 0.02% Add +11.6% 122,595 $2.7M
Hartford Investment Management Co. 0.09% Reduce -1.5% 121,496 $2.7M
Compass Wealth Management LLC 0.63% Add +5.5% 120,413 $2.7M
Avantax Advisory Services, Inc. 0.02% Add +9.8% 119,958 $2.6M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +30.5% 121,106 $2.6M
Jackson Wealth Management, LLC 0.31% New 119,400 $2.6M
Ostrum Asset Management 0.22% Reduce -6.5% 118,230 $2.6M
Steel Grove Capital Advisors, LLC 0.36% Reduce -3.4% 118,568 $2.6M
Venture Visionary Partners LLC 0.11% Reduce -8.1% 115,707 $2.6M
Avior Wealth Management, LLC 0.10% Add +3.2% 115,634 $2.6M
Sweeney & Michel, LLC 0.99% New 100,649 $2.5M
Avion Wealth 0.66% Add +0.1% 113,447 $2.5M
&partners 0.05% Add +123.2% 114,420 $2.5M
Aurora Investment Counsel 1.36% Add +0.6% 112,918 $2.5M
Concurrent Investment Advisors, LLC 0.07% Add +4.9% 112,744 $2.5M
MAI Capital Management 0.02% Reduce -15.3% 112,541 $2.5M
Janney Capital Management LLC 0.17% Reduce -0.5% 112,274 $2.5M
Mutual Advisors, LLC 0.07% Reduce -3.3% 98,927 $2.5M
Cove Street Capital, LLC 1.92% No change 110,942 $2.5M
CreativeOne Wealth, LLC 0.08% Add +35.1% 109,321 $2.4M
Rakuten Investment Management, Inc. 0.01% Add +33.1% 110,629 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -0.5% 108,700 $2.4M
Jones Financial Companies LLLP 0.00% Add +111.8% 109,453 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -0.1% 106,941 $2.4M
Securian Asset Management, Inc. 0.07% Reduce -3.8% 106,796 $2.4M
CVA Family Office, LLC 0.38% Reduce -0.0% 106,737 $2.4M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +1.9% 106,057 $2.3M
HRT Financial LP 0.01% New 105,516 $2.3M
Panagora Asset Management Inc. 0.01% Reduce -60.3% 105,373 $2.3M
SpiderRock Advisors, LLC 0.05% Add +4.0% 104,535 $2.3M
Northwest & Ethical Investments L.P. 0.06% Reduce -9.7% 103,911 $2.3M
Nations Financial Group Inc, /Ia/ 0.17% Add +2.4% 103,730 $2.3M
Synovus Financial Corp. 0.03% Add +1.7% 103,618 $2.3M
Horizon Kinetics Asset Management LLC 0.03% Add +3.8% 103,592 $2.3M
Savant Capital, LLC 0.02% Add +24.7% 103,307 $2.3M
Fifth Third Bancorp 0.01% Add +1.4% 103,192 $2.3M
Meridian Investment Counsel Inc. 0.69% Add +27.4% 102,794 $2.3M
Parallax Volatility Advisers, L.P. 0.07% Reduce -52.2% 102,789 $2.3M
Redwood Wealth Management Group, LLC 1.12% Reduce -3.8% 102,607 $2.3M
Advisory Services Network, LLC 0.05% No change 112,404 $2.2M
StoneX Group Inc. 0.16% Add +3.3% 101,063 $2.2M
Tyler-Stone Wealth Management 0.42% Add +106.2% 100,643 $2.2M
Cannell & Spears LLC 0.04% No change 100,445 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Add +2.5% 100,386 $2.2M
Sigma Investment Counselors Inc. 0.13% Add +0.4% 99,821 $2.2M
Argonautica Private Wealth Management, Inc. 0.73% Add +1.1% 99,569 $2.2M
Pinnacle Associates Ltd. 0.04% Add +12.5% 124,665 $2.2M
Profund Advisors LLC 0.08% Reduce -3.7% 98,646 $2.2M
Accel Wealth Management 0.81% Reduce -1.4% 98,155 $2.2M
International Assets Investment Management, LLC 0.18% Add +23.5% 137,091 $2.2M
UMB Bank, n.a. 0.03% Reduce -6.1% 97,472 $2.2M
Arbor Capital Management Inc. 2.01% Reduce -7.0% 94,278 $2.1M
Pinnacle West Asset Management, Inc. 1.52% Add +0.5% 96,150 $2.1M
Cary Street Partners Investment Advisory LLC 0.08% Reduce -0.8% 95,396 $2.1M
Jeppson Wealth Management, LLC 0.75% Reduce -1.6% 95,333 $2.1M
Heronetta Management, L.P. 1.28% No change 95,125 $2.1M
Mystic Asset Management, Inc. 0.79% Reduce -1.1% 94,905 $2.1M
Linden Thomas Advisory Services, LLC 0.29% Reduce -0.3% 94,572 $2.1M
New Mexico Educational Retirement Board 0.07% Reduce -3.1% 94,380 $2.1M
Wellington Shields & Co., LLC 0.63% Reduce -13.1% 93,854 $2.1M
Greenland Capital Management LP 0.37% New 91,748 $2.0M
Fort Sheridan Advisors LLC 0.31% Add +1.6% 91,576 $2.0M
Motley Fool Asset Management LLC 0.12% Add +3.6% 89,326 $2.0M
MSH Capital Advisors LLC 0.62% Reduce -0.1% 91,179 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -0.5% 91,139 $2.0M
Redwood Investment Management, LLC 0.18% Reduce -14.0% 91,914 $2.0M
Sunbelt Securities, Inc. 0.20% Add +0.5% 90,560 $2.0M
NEOS Investment Management LLC 0.06% Add +26.1% 90,198 $2.0M
BCM Advisors, LLC 0.46% Reduce -0.6% 81,344 $2.0M
Scotia Capital Inc. 0.01% Reduce -0.8% 89,830 $2.0M
Intech Investment Management LLC 0.02% Reduce -9.5% 89,552 $2.0M
Raymond James Trust N.A. 0.04% Add +9.2% 89,546 $2.0M
Baxter Bros Inc. 0.26% Add +1.6% 89,161 $2.0M
Oppenheimer Asset Management Inc. 0.02% Add +0.2% 89,158 $2.0M
Whittier Trust Co. 0.03% Reduce -84.7% 89,034 $2.0M
Atria Investments, Inc 0.02% Reduce -9.4% 89,010 $2.0M
Silvercrest Asset Management Group LLC 0.01% Reduce -2.8% 88,840 $2.0M
Valley National Advisers Inc. 0.35% Add +1512.7% 88,583 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +10.2% 87,736 $1.9M
Wedbush Securities Inc. 0.07% Reduce -35.6% 87,475 $1.9M
Sargent Investment Group, LLC 0.35% Add +2.6% 87,339 $1.9M
Vident Advisory, LLC 0.05% Reduce -9.4% 87,044 $1.9M
Strong Tower Advisory Services 0.53% Add +38.7% 86,519 $1.9M
Apollon Wealth Management, LLC 0.05% Add +16.8% 85,992 $1.9M
Segall Bryant & Hamill, LLC 0.03% New 85,695 $1.9M
Eastern Bank 0.03% Reduce -0.5% 85,616 $1.9M
M&G PLC 0.01% Reduce -17.8% 85,730 $1.9M
Regal Investment Advisors LLC 0.13% Reduce -41.6% 85,196 $1.9M
SFE Investment Counsel 0.39% Reduce -1.2% 84,995 $1.9M
RDA Financial Network 0.58% Add +3.3% 84,282 $1.9M
Waverly Advisors, LLC 0.03% Add +17.7% 83,773 $1.9M
Evergreen Private Wealth LLC 0.86% Add +1.2% 83,624 $1.8M
Empire Financial Management Company, LLC 0.56% Add +73.8% 82,400 $1.8M
Bourgeon Capital Management LLC 0.35% Reduce -54.1% 82,281 $1.8M
Beam Wealth Advisors, Inc. 0.55% Reduce -0.9% 82,242 $1.8M
Inspire Advisors, LLC 0.22% Reduce -0.2% 81,591 $1.8M
Paradigm Capital Management, LLC 1.74% — 81,577 $1.8M
Arkadios Wealth Advisors 0.10% Add +3.1% 81,357 $1.8M
Equitable Holdings, Inc. 0.02% Reduce -21.2% 81,165 $1.8M
Axxcess Wealth Management, LLC 0.05% Reduce -1.8% 81,113 $1.8M
Inlet Private Wealth, LLC 0.45% Reduce -1.9% 81,100 $1.8M
Independent Advisor Alliance 0.06% Add +7.4% 80,580 $1.8M
Edgestream Partners, L.P. 0.08% Add +643.2% 79,732 $1.8M
Lantz Financial LLC 0.47% Add +1.1% 79,155 $1.7M
Retirement Planning Co of New England, Inc. 0.87% Add +1.2% 78,948 $1.7M
Ashford Capital Management Inc. 0.22% New 78,450 $1.7M
Excalibur Management Corp. 0.66% Reduce -0.9% 78,379 $1.7M
OV Management LLC 1.14% Add +5.3% 77,700 $1.7M
TrinityBridge Ltd 0.05% Reduce -1.4% 76,560 $1.7M
Unigestion Holding SA 0.08% New 76,371 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -1.4% 76,250 $1.7M
Foster & Motley Inc. 0.11% Reduce -8.6% 76,185 $1.7M
Carrera Capital Advisors 0.41% Add +27.5% 75,290 $1.7M
Total Clarity Wealth Management, Inc. 0.53% Add +0.0% 75,100 $1.7M
Viking Fund Management LLC 0.27% Add +50.0% 75,000 $1.7M
Naples Global Advisors, LLC 0.15% Add +2.1% 74,960 $1.7M
Shepherd Kaplan Krochuk, LLC 1.25% Reduce -4.5% 74,874 $1.7M
Old North State Wealth Management, LLC 0.92% Reduce -65.4% 74,623 $1.6M
Sowell Financial Services LLC 0.08% Reduce -2.8% 74,498 $1.6M
Albert D Mason Inc. 1.04% Add +1.4% 73,642 $1.6M
Stratos Wealth Partners, LTD. 0.02% Add +15.5% 72,194 $1.6M
Choreo, LLC 0.02% Add +23.9% 70,155 $1.6M
TTP Investments, Inc. 0.54% New 71,719 $1.6M
Sigma Planning Corp 0.05% Reduce -7.8% 71,702 $1.6M
Strategic Blueprint, LLC 0.10% Reduce -7.1% 71,591 $1.6M
Catalyst Funds Management Pty Ltd 0.35% New 71,200 $1.6M
Ellsworth Advisors, LLC 0.41% Add +15.8% 70,905 $1.6M
Norinchukin Bank, The 0.04% Add +8.4% 69,940 $1.5M
Vestcor Inc 0.05% Reduce -19.1% 69,763 $1.5M
OMERS ADMINISTRATION Corp 0.01% No change 69,420 $1.5M
Harvest Investment Advisors, LLC 1.04% Reduce -1.6% 69,265 $1.5M
HighPoint Advisor Group LLC 0.09% Add +22.4% 63,245 $1.5M
Argent Trust Co 0.06% Reduce -5.5% 68,689 $1.5M
Silverlake Wealth Management LLC 0.58% Add +3.1% 68,592 $1.5M
First Trust Direct Indexing L.P. 0.08% Reduce -12.0% 68,472 $1.5M
Estabrook Capital Management 0.22% Add +0.5% 67,589 $1.5M
Empirical Finance, LLC 0.09% Add +2.0% 67,428 $1.5M
Caprock Group, LLC 0.05% Add +89.3% 67,334 $1.5M
Integrated Wealth Concepts LLC 0.02% Add +5.5% 66,939 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Reduce -3.4% 66,675 $1.5M
Arete Wealth Advisors, LLC 0.13% Reduce -34.8% 66,565 $1.5M
Investment Management Corp of Ontario 0.03% Add +49.0% 66,258 $1.5M
Townsquare Capital LLC 0.02% Add +33.5% 66,248 $1.5M
Pinnacle Financial Partners Inc 0.03% Add +1.6% 65,920 $1.5M
Erste Asset Management GmbH 0.02% Add +7.3% 66,500 $1.4M
Community Bank, N.A. 0.18% Add +0.4% 65,250 $1.4M
Tower Research Capital LLC (TRC) 0.04% Add +17.1% 65,040 $1.4M
Pensionfund Sabic 0.45% Reduce -13.3% 65,000 $1.4M
Compound Planning, Inc. 0.09% Add +8.5% 64,838 $1.4M
Credit Agricole S A 0.01% Reduce -64.1% 64,327 $1.4M
Campbell & CO Investment Adviser LLC 0.11% Reduce -3.5% 64,198 $1.4M
Carnegie Lake Advisors LLC 0.56% — 64,083 $1.4M
XTX Topco Ltd 0.10% New 63,576 $1.4M
Birmingham Capital Management Co. Inc. 0.51% Reduce -1.5% 63,538 $1.4M
Cary Street Partners Asset Management LLC 0.18% Reduce -0.6% 63,146 $1.4M
Cascade Investment Advisors, Inc. 0.88% Reduce -0.6% 62,761 $1.4M
Davis Capital Management 1.09% Add +7.3% 62,159 $1.4M
Armor Investment Advisors, LLC 0.57% Add +131.2% 62,149 $1.4M
Bokf, NA 0.02% Reduce -9.0% 58,684 $1.4M
Pingora Partners LLC 0.97% No change 61,700 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -0.4% 61,199 $1.4M
Central Bank & Trust Co. 0.18% Reduce -6.9% 60,569 $1.3M
Capital Investment Advisory Services, LLC 0.13% Reduce -2.3% 60,313 $1.3M
Greenleaf Trust 0.01% Add +4.6% 59,711 $1.3M
CWA Asset Management Group, LLC 0.07% — 59,507 $1.3M
Precedent Wealth Partners, LLC 0.43% Add +8.1% 59,211 $1.3M
Level Four Advisory Services, LLC 0.06% Reduce -6.5% 53,264 $1.3M
Hilltop Holdings Inc. 0.08% Add +31.6% 58,815 $1.3M
Donald L. Hagan, LLC 0.66% Add +5.8% 58,679 $1.3M
Lantern Wealth Advisors, LLC 0.90% No change 58,600 $1.3M
IFP Advisors, Inc 0.05% Reduce -1.5% 58,452 $1.3M
John G Ullman & Associates Inc. 0.19% Reduce -0.5% 58,420 $1.3M
Focused Wealth Management, Inc 0.17% Add +0.3% 58,219 $1.3M
Sippican Capital Advisors 0.90% Reduce -0.5% 58,145 $1.3M
Qsemble Capital Management, LP 0.23% Reduce -52.0% 57,533 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -8.2% 57,170 $1.3M
Houlihan Financial Resource Group, Ltd. 0.52% Add +0.6% 56,815 $1.3M
Adell Harriman & Carpenter Inc. 0.09% Add +0.6% 56,754 $1.3M
Archer Investment Corp 0.34% Reduce -4.4% 56,563 $1.2M
Uncommon Cents Investing LLC 0.35% Reduce -0.2% 56,540 $1.2M
Smithbridge Asset Management Inc. 0.21% No change 56,444 $1.2M
MRP Capital Investments, LLC 1.18% Reduce -5.9% 56,325 $1.2M
Disciplined Equity Management, Inc. 0.78% Reduce -2.1% 56,060 $1.2M
Dudley Capital Management, LLC 0.65% Add +5.8% 55,782 $1.2M
Griffin Asset Management, Inc. 0.14% Reduce -8.0% 55,641 $1.2M
Kingsview Wealth Management, LLC 0.03% Add +0.9% 55,291 $1.2M
Modera Wealth Management, LLC 0.02% Add +0.3% 55,195 $1.2M
Hudson Portfolio Management LLC 1.20% — 55,096 $1.2M
GC Wealth Management RIA, LLC 0.21% Reduce -0.8% 54,881 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Add +12.2% 54,865 $1.2M
Forum Financial Management, LP 0.02% Add +0.2% 54,639 $1.2M
JT Stratford LLC 0.21% Reduce -61.9% 54,372 $1.2M
AlphaStar Capital Management, LLC 0.10% Reduce -1.9% 54,348 $1.2M
FineMark National Bank & Trust 0.04% Reduce -2.2% 54,151 $1.2M
Essex Financial Services, Inc. 0.09% Reduce -0.4% 48,129 $1.2M
Gables Capital Management Inc. 0.60% Add +1.3% 53,939 $1.2M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -0.7% 53,739 $1.2M
SteelPeak Wealth, LLC 0.05% Reduce -4.3% 53,611 $1.2M
Sanders Morris Harris LLC 0.20% Reduce -3.6% 53,572 $1.2M
Cullen Investment Group, LTD. 0.17% Add +1.8% 52,867 $1.2M
Chilton Capital Management LLC 0.05% Add +5.1% 52,613 $1.2M
HB Wealth Management, LLC 0.01% Add +7.1% 52,376 $1.2M
Promethium Advisors,llc 0.82% — 52,275 $1.2M
IHT Wealth Management, LLC 0.03% Add +35.9% 51,572 $1.2M
Ancora Advisors LLC 0.03% Add +14.0% 51,406 $1.1M
Ontario Teachers Pension Plan Board 0.01% Reduce -63.5% 51,277 $1.1M
Napa Wealth Management 0.54% New 51,265 $1.1M
Pinnacle Holdings, LLC 0.50% Add +4.6% 51,127 $1.1M
Intrua Financial, LLC 0.18% Reduce -4.5% 50,470 $1.1M
Fifth Third Wealth Advisors LLC 0.07% Add +48.1% 50,045 $1.1M
Ashton Thomas Private Wealth, LLC 0.06% Add +34.5% 50,001 $1.1M
Amova Asset Management Americas, Inc. 0.01% Reduce -30.5% 49,922 $1.1M
Mediolanum International Funds Ltd 0.02% Add +6.4% 50,594 $1.1M
Chase Investment Counsel Corp. 0.37% Add +52.5% 49,793 $1.1M
Tidal Investments LLC 0.01% Reduce -3.2% 49,283 $1.1M
Meeder Advisory Services, Inc. 0.07% Add +8.1% 48,999 $1.1M
Thoroughbred Financial Services, LLC 0.07% Add +2.3% 48,348 $1.1M
SL Advisors, LLC 1.92% Reduce -0.3% 48,297 $1.1M
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 48,016 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -80.6% 48,016 $1.1M
Frank, Rimerman Advisors LLC 0.07% Reduce -46.0% 47,612 $1.1M
Csenge Advisory Group 0.05% Add +0.0% 42,390 $1.0M
Royal Fund Management, LLC 0.07% Reduce -6.4% 47,289 $1.0M
TrueWealth Advisors, LLC 0.35% Add +0.6% 47,248 $1.0M
Lake Street Advisors Group, LLC 0.05% Reduce -70.9% 46,909 $1.0M
Oak Grove Capital LLC 0.23% Add +3.5% 46,900 $1.0M
Weinberger Asset Management, Inc 0.44% Reduce -4.2% 46,892 $1.0M
Presima Securities ULC 0.23% Add +0.9% 46,400 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Reduce -2.5% 46,191 $1.0M
United Services Automobile Association 0.03% Reduce -18.5% 46,066 $1.0M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -9.6% 45,970 $1.0M
Global Wealth Management Investment Advisory, Inc. 0.22% Add +25.6% 45,743 $1.0M
Burney Co./ 0.04% Add +147.7% 45,427 $1.0M
PFG Investments, LLC 0.06% Add +7.1% 45,419 $1.0M
Abbot Financial Management, Inc. 0.50% Add +26.7% 45,340 $1.0M
Nomura Holdings Inc. 0.01% New 45,177 $998K
OneDigital Investment Advisors LLC 0.01% Reduce -2.4% 44,609 $985K
Delta Financial Advisors LLC 0.36% Add +24.7% 44,563 $984K
Two Sigma Securities, LLC 0.08% New 44,414 $981K
AE Wealth Management LLC 0.01% Reduce -5.3% 44,396 $981K
Canada Pension Plan Investment Board 0.00% Reduce -87.4% 44,354 $980K
Kingswood Wealth Advisors, LLC 0.07% Add +19.3% 44,070 $973K
Longfellow Investment Management Co. LLC 0.24% Add +0.6% 43,958 $971K
Mangrove Partners Im, LLC 0.10% New 43,891 $970K
Coldstream Capital Management Inc. 0.02% Add +17.9% 42,217 $961K
Silverberg Bernstein Capital Management LLC 0.87% Add +3.1% 42,817 $946K
Foundations Investment Advisors, LLC 0.02% Add +52.3% 42,475 $938K
O'ROURKE & COMPANY, Inc 0.47% Add +0.4% 42,386 $936K
Schonfeld Strategic Advisors LLC 0.01% Reduce -77.3% 42,350 $936K
Paradigm Asset Management Co. LLC 0.24% No change 42,200 $932K
Wealthcare Advisory Partners LLC 0.03% Reduce -2.6% 42,110 $930K
Charter Research & Investment Group, Inc. 0.68% Add +2.5% 41,899 $926K
Community Bank & Trust, Waco, Texas 0.21% New 41,644 $920K
Essex LLC 0.19% Reduce -5.2% 41,571 $918K
CENTRAL TRUST Co 0.02% Reduce -21.7% 41,562 $918K
Trust Investment Advisors 0.58% Reduce -0.1% 41,522 $917K
Clearstead Advisors, LLC 0.01% Reduce -1.3% 41,322 $913K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Reduce -0.7% 37,221 $912K
Advisors Management Group Inc. 0.21% Reduce -0.1% 41,187 $910K
Schnieders Capital Management LLC 0.17% Add +15.4% 40,793 $901K
Hoey Investments, Inc. 0.17% No change 45,226 $899K
Donoghue Forlines LLC 0.25% Add +4.8% 40,094 $886K
Chaney Capital Management, Inc. 0.50% No change 40,000 $884K
RBF Capital, LLC 0.05% No change 40,000 $884K
Camelot Portfolios, LLC 0.86% Reduce -27.2% 39,503 $873K
Cornerstone Wealth Management, LLC 0.06% Reduce -1.4% 39,352 $869K
Premier Path Wealth Partners, LLC 0.14% Reduce -0.5% 39,338 $869K
Park Avenue Securities LLC 0.01% Reduce -9.7% 38,796 $857K
Allworth Financial LP 0.01% Add +17.9% 38,354 $847K
Accordant Advisory Group Inc 0.93% Reduce -51.9% 37,885 $837K
Private Trust Co. NA 0.08% Add +5.7% 37,870 $837K
USA Financial Formulas 0.13% New 37,733 $834K
Orca Investment Management, LLC 0.75% Add +4.9% 37,542 $829K
HUB Investment Partners, LLC 0.04% Add +4.5% 37,406 $826K
World Investment Advisors 0.03% New 37,391 $826K
Trinity Legacy Partners, LLC 0.21% No change 33,163 $825K
NJ State Employees Deferred Compensation Plan 0.10% No change 37,265 $823K
Morton Capital Management LLC 0.16% Add +1.0% 37,069 $819K
Anchor Investment Management, LLC 0.08% Reduce -15.2% 36,727 $811K
Roman Butler Fullerton & Co. 0.24% Add +0.1% 32,701 $810K
Modern Wealth Management, LLC 0.05% Add +11.1% 36,557 $808K
Dynamic Technology Lab Private Ltd 0.08% Reduce -38.4% 36,309 $802K
Cypress Capital Group 0.09% Add +241.2% 36,099 $797K
Cahill Financial Advisors Inc. 0.11% Reduce -4.4% 35,731 $789K
Evermay Wealth Management LLC 0.13% Add +3.2% 35,657 $788K
Ameritas Advisory Services, LLC 0.03% Add +1.9% 35,632 $787K
Advisor OS, LLC 0.08% Add +0.6% 35,541 $785K
Trek Financial, LLC 0.06% Reduce -0.2% 35,343 $781K
Great Valley Advisor Group, Inc. 0.02% Add +2.6% 34,670 $766K
Concourse Financial Group Securities, Inc. 0.05% Reduce -3.4% 34,474 $762K
Landscape Capital Management, L.L.C. 0.08% Add +46.1% 34,392 $760K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -85.9% 34,311 $758K
UNIVEST FINANCIAL Corp 0.05% Add +198.6% 34,173 $755K
Quad-Cities Investment Group, LLC 0.38% Reduce -2.8% 34,047 $752K
Jaffetilchin Investment Partners, LLC 0.06% New 33,956 $750K
Cullen/Frost Bankers, Inc. 0.01% Add +1.7% 33,913 $749K
Wedmont Private Capital 0.04% Add +4.5% 31,678 $747K
Lanark Financial, Inc. 0.06% Reduce -7.5% 33,745 $745K
Trust Co. of Oklahoma 0.24% Add +1.5% 33,586 $742K
Investment Partners Asset Management, Inc. 0.60% Reduce -1.1% 33,406 $738K
Hobbs Group Advisors, LLC 0.26% Add +68.4% 33,257 $735K
Woodward Diversified Capital, LLC 0.46% Reduce -3.0% 33,170 $733K
Bank of Hawaii 0.03% Add +7.0% 32,771 $724K
TFG Advisers LLC 0.26% Reduce -0.8% 32,696 $722K
San Luis Wealth Advisors LLC 0.15% Add +111.2% 32,672 $722K
NewEdge Wealth, LLC 0.01% Reduce -6.8% 32,552 $719K
Aptus Capital Advisors, LLC 0.01% Add +8.9% 32,522 $718K
Whalen Wealth Management Inc. 0.51% Reduce -19.4% 32,352 $715K
TCFG Wealth Management, LLC 0.36% — 32,315 $714K
Supplemental Annuity Collective Trust of NJ 0.21% No change 32,000 $707K
Chapin Davis, Inc. 0.23% Add +0.1% 31,889 $704K
Sherbrooke Park Advisers LLC 0.16% New 31,514 $696K
Beach Investment Counsel Inc. 0.09% No change 31,505 $696K
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +31.0% 31,447 $695K
RiverFront Investment Group, LLC 0.02% Reduce -1.0% 31,252 $690K
Vise Technologies, Inc. 0.09% Add +47.4% 31,248 $690K
Walter & Keenan Wealth Management LLC /in/ 0.21% Reduce -2.9% 31,182 $689K
Titleist Asset Management, LLC 0.10% Add +2.6% 31,135 $688K
Quadcap Wealth Management, LLC 0.11% Add +0.5% 31,081 $687K
Northstar Advisory Group, LLC 0.35% New 30,554 $675K
Altus Wealth Group LLC 0.29% Add +0.7% 30,309 $670K
Fruth Investment Management 0.17% No change 30,037 $663K
Brave Asset Management Inc. 0.16% Reduce -19.5% 29,900 $660K
Boston Family Office LLC 0.04% Add +1.0% 29,853 $659K
SignalPoint Asset Management, LLC 0.15% Add +1.5% 30,059 $655K
Teamwork Financial Advisors, LLC 0.09% Reduce -57.2% 29,568 $653K
Madison Park Capital Advisors, LLC 0.49% Add +0.1% 29,555 $653K
Gilbert & Cook, Inc. 0.09% Reduce -0.1% 29,455 $651K
Stratos Wealth Advisors, LLC 0.03% Reduce -35.1% 29,210 $645K
Independent Financial Group, LLC 0.02% Add +2.8% 28,684 $634K
Clarus Group, Inc. 0.27% Reduce -0.3% 28,661 $633K
Herold Advisors, Inc. 0.14% Reduce -0.2% 28,614 $632K
Summit Trail Advisors, LLC 0.02% Add +13.1% 28,578 $631K
Kempner Capital Management Inc. 0.32% No change 28,200 $623K
Busey Bank 0.02% Add +6.3% 28,096 $621K
Global Trust Asset Management, LLC 0.23% Reduce -2.1% 28,088 $620K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.1% 27,960 $618K
Vanguard Capital Wealth Advisors 0.65% Reduce -16.7% 27,944 $617K
Bleakley Financial Group, LLC 0.02% Add +1.3% 27,837 $615K
Aull & Monroe Investment Management Corp 0.28% Reduce -4.6% 27,719 $612K
1620 Investment Advisors, Inc. 0.45% Add +0.1% 27,711 $612K
Beese Fulmer Investment Management, Inc. 0.05% Add +3.8% 27,693 $612K
Procyon Advisors, LLC 0.04% Reduce -0.3% 27,696 $611K
Angeles Investment Advisors, LLC 0.03% No change 27,485 $607K
GAMMA Investing LLC 0.06% Add +34.1% 27,260 $602K
Valeo Financial Advisors, LLC 0.02% Add +1.2% 27,124 $599K
Bfsg, LLC 0.07% Add +0.1% 27,105 $599K
Sheaff Brock Investment Advisors, LLC 0.05% Add +0.1% 27,022 $597K
Vontobel Holding Ltd. 0.00% Reduce -2.4% 26,831 $593K
Trivium Point Advisory, LLC 0.08% Reduce -6.3% 22,078 $592K
Beddow Capital Management Inc. 0.25% Reduce -29.9% 26,775 $591K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -0.7% 26,591 $587K
Belpointe Asset Management LLC 0.04% Reduce -12.0% 26,570 $587K
iA Global Asset Management Inc. 0.01% New 26,403 $583K
Hexagon Capital Partners LLC 0.11% Add +8.1% 26,165 $578K
Regions Financial Corp. 0.00% Add +1.2% 26,022 $575K
Monetary Management Group Inc. 0.15% Reduce -0.9% 26,000 $574K
Horizon Investments, LLC 0.02% Reduce -2.7% 26,199 $572K
Farther Finance Advisors, LLC 0.02% Add +24.2% 25,849 $571K
Exencial Wealth Advisors, LLC 0.02% Add +0.6% 25,789 $570K
Diligent Investors, LLC 0.13% Add +1.4% 25,702 $568K
Private Portfolio Partners LLC 0.11% No change 25,681 $567K
Lebenthal Global Advisors, LLC 0.11% Reduce -31.8% 25,491 $563K
Graypoint LLC 0.04% Add +28.0% 25,447 $562K
Leonteq Securities AG 0.07% Reduce -2.4% 25,436 $562K
CHICAGO TRUST Co NA 0.10% Add +30.1% 25,286 $559K
Segment Wealth Management, LLC 0.04% Add +90.8% 25,282 $558K
L. Roy Papp & Associates, LLP 0.07% Reduce -8.3% 25,064 $554K
Joel Isaacson & Co., LLC 0.03% No change 24,975 $552K
NFSG Corp 0.19% Add +136.8% 24,947 $551K
Phillips Wealth Planners LLC 0.53% Reduce -2.4% 22,054 $550K
Stonegate Investment Group, LLC 0.01% Add +26.3% 24,866 $549K
Focus Partners Advisor Solutions, LLC 0.01% Add +69.8% 24,757 $547K
GeoWealth Management, LLC 0.02% Reduce -8.2% 24,717 $546K
Aspiriant, LLC 0.02% Add +0.2% 24,670 $545K
Gallagher Fiduciary Advisors, LLC 0.11% Reduce -2.1% 24,597 $543K
Pallas Capital Advisors LLC 0.02% Add +17.2% 21,542 $538K
Peak Financial Advisors LLC 0.28% Reduce -1.2% 24,208 $535K
Parcion Private Wealth LLC 0.04% New 24,132 $533K
Realta Investment Advisors 0.24% Reduce -43.8% 21,310 $530K
Addis & Hill, Inc 0.41% Add +2.7% 24,011 $530K
Prospect Financial Services LLC 0.33% Reduce -11.0% 23,887 $528K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.1% 23,769 $525K
MeadowBrook Investment Advisors LLC 0.48% Reduce -15.2% 23,757 $525K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -9.0% 23,738 $524K
J.W. Cole Advisors, Inc. 0.02% Reduce -2.5% 23,503 $519K
Autumn Glory Partners, LLC 0.20% No change 23,423 $518K
AMG National Trust Bank 0.01% Add +17.7% 23,410 $517K
GTS Securities LLC 0.01% Add +40.4% 23,186 $512K
One Capital Management, LLC 0.02% Reduce -9.2% 23,185 $512K
Harbour Investments, Inc. 0.02% Reduce -5.1% 23,051 $509K
Morningstar Investment Services LLC 0.01% Add +14.5% 23,260 $507K
Global Retirement Partners, LLC 0.02% Add +3.5% 22,813 $504K
Independent Investors Inc. 0.10% No change 22,716 $502K
Ritholtz Wealth Management 0.02% Reduce -7.0% 22,705 $502K
Investors Asset Management of Georgia Inc. /Ga/ 0.24% No change 22,690 $501K
Bank of Stockton 0.15% Reduce -19.3% 22,629 $500K
9258 Wealth Management, LLC 0.07% Add +0.0% 22,628 $500K
Kovack Advisors, Inc. 0.05% Reduce -3.3% 22,610 $499K
Operose Advisors LLC 0.16% Reduce -25.1% 22,445 $496K
CFM Wealth Partners LLC 0.09% Reduce -3.2% 22,394 $495K
Sumitomo Life Insurance Co. 0.01% Reduce -0.9% 22,324 $493K
Blue Trust, Inc. 0.01% Add +47.0% 24,818 $493K
Hazlett, Burt & Watson, Inc. 0.23% No change 22,188 $491K
Old North State Trust, LLC 0.40% Add +6.2% 22,143 $489K
Dogwood Wealth Management LLC 0.28% Add +20.8% 22,022 $486K
Checchi Capital Advisers, LLC 0.04% Add +3.0% 22,021 $486K
Parallel Advisors, LLC 0.01% Add +18.1% 21,995 $486K
OMC Financial Services LTD 0.23% No change 24,381 $484K
Hardy Reed LLC 0.04% No change 21,870 $483K
Probity Advisors, Inc. 0.09% Reduce -1.0% 21,768 $481K
Keudell/Morrison Wealth Management 0.13% Reduce -3.3% 21,699 $479K
United Advisor Group, LLC 0.11% Add +20.9% 21,624 $478K
Huntington National Bank 0.00% Add +1.3% 21,540 $476K
Lake Street Private Wealth, LLC 0.08% Reduce -35.6% 21,486 $475K
Berkeley Capital Partners, LLC 0.13% Reduce -2.0% 21,393 $473K
Diversified Trust Co. 0.01% New 21,162 $467K
Associated Banc-Corp 0.01% Reduce -1.4% 21,153 $467K
Dark Forest Capital Management LP 0.06% New 21,150 $467K
Saxon Interests, Inc. 0.21% Reduce -2.1% 21,057 $465K
FLC Capital Advisors 0.11% Add +6.5% 20,999 $464K
First Trust Investment Solutions L.P. 0.05% New 20,953 $463K
Brown Brothers Harriman & Co. 0.00% Add +104.0% 20,834 $460K
Accurate Wealth Management, LLC 0.09% Reduce -2.2% 18,538 $459K
Brasada Capital Management, LP 0.08% Reduce -60.0% 20,000 $459K
SeaCrest Wealth Management, LLC 0.05% Add +9.4% 20,711 $457K
Signaturefd, LLC 0.01% Add +11.1% 20,663 $456K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Reduce -10.7% 20,560 $454K
Founders Financial Alliance, LLC 0.13% Reduce -5.1% 20,557 $454K
Blankinship & Foster, LLC 0.11% No change 20,537 $454K
Balyasny Asset Management L.P. 0.00% Reduce -46.5% 20,484 $452K
Beacon Investment Advisors LLC 0.21% Add +2.3% 20,453 $452K
Acorn Wealth Advisors, LLC 0.19% Reduce -10.4% 20,370 $450K
TD Private Client Wealth LLC 0.01% Reduce -5.3% 20,350 $450K
Tritonpoint Wealth, LLC 0.04% Reduce -7.3% 20,571 $448K
Corus Family Wealth Advisors 0.32% New 20,199 $446K
Cidel Asset Management Inc. 0.03% No change 20,139 $445K
Texas Yale Capital Corp. 0.02% No change 20,059 $443K
Cigna Investments Inc. 0.08% Reduce -3.2% 20,051 $443K
Duncker Streett & Co. Inc. 0.08% Reduce -1.1% 19,955 $441K
Raleigh Capital Management Inc. 0.17% Reduce -5.6% 19,939 $440K
Shoker Investment Counsel, Inc. 0.15% No change 19,828 $438K
Oxford Financial Group, LTD. LLC 0.03% Reduce -11.7% 19,744 $436K
Ridgewood Investments LLC 0.22% Reduce -14.7% 19,732 $436K
Safe Harbor Fiduciary, LLC 0.41% — 19,650 $434K
Mgo One Seven LLC 0.02% Add +22.1% 19,645 $434K
LVW Advisors, LLC 0.06% Reduce -3.0% 19,632 $434K
World Equity Group, Inc. 0.16% Add +0.3% 19,626 $434K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.8% 19,558 $432K
Armstrong Advisory Group, Inc. 0.04% Reduce -6.3% 19,494 $431K
Teza Capital Management LLC 0.05% New 19,253 $425K
Bison Wealth, LLC 0.07% Reduce -28.4% 19,013 $420K
Terril Brothers, Inc. 0.14% No change 18,868 $417K
ELCO Management Co., LLC 0.23% Add +6.2% 18,842 $416K
Bard Financial Services, Inc. 0.05% Reduce -16.7% 18,750 $414K
Chronos Wealth Management, LLC 0.22% No change 18,700 $413K
GPS Wealth Strategies Group, LLC 0.06% Add +44.2% 18,671 $412K
McGlone Suttner Wealth Management, Inc. 0.09% Add +23.1% 18,522 $409K
Simmons Bank 0.03% No change 18,400 $406K
Pointe Capital Management LLC 0.24% No change 18,254 $403K
Graybill Wealth Management, LTD. 0.15% Reduce -5.5% 18,250 $403K
Alpine Woods Capital Investors, LLC 0.07% No change 14,700 $401K
Cherry Tree Wealth Management, LLC 0.10% No change 18,137 $401K
Silvia McColl Wealth Management, LLC 0.30% Reduce -2.4% 18,030 $398K
Patten & Patten Inc. 0.03% Add +1.9% 17,929 $396K
Financial Advocates Investment Management 0.02% Add +0.1% 17,921 $396K
180 Wealth Advisors, LLC 0.06% Reduce -3.1% 17,677 $390K
Fiduciary Financial Group, LLC 0.09% Add +13.8% 16,706 $390K
Sittner & Nelson, LLC 0.17% Add +37.2% 17,586 $388K
Annandale Capital, LLC 0.08% Reduce -6.4% 17,550 $388K
Resurgent Financial Advisors LLC 0.23% New 17,522 $387K
Conning Inc. 0.01% Reduce -0.7% 17,517 $387K
Federated Hermes, Inc. 0.00% Reduce -12.6% 17,501 $387K
Jmac Enterprises LLC 0.06% Add +4.8% 17,500 $387K
Chelsea Counsel Co. 0.19% No change 17,475 $386K
Wilmington Savings Fund Society, FSB 0.01% New 17,462 $386K
Bridgewater Advisors Inc. 0.04% Add +13.1% 15,661 $386K
Freestone Capital Holdings, LLC 0.01% Reduce -25.7% 17,432 $385K
Copperwynd Financial, LLC 0.12% Add +0.0% 17,430 $385K
Tyche Wealth Partners LLC 0.09% Reduce -6.4% 17,422 $385K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -13.4% 17,317 $383K
Good Life Advisors, LLC 0.02% Add +5.7% 17,279 $382K
Plancorp, LLC 0.02% Add +0.4% 17,274 $382K
Drake & Associates, LLC 0.12% Add +20.1% 17,255 $381K
Hoxton Planning & Management, LLC 0.15% Add +0.2% 17,204 $380K
Cullinan Associates Inc. 0.02% No change 15,337 $380K
Quadrant Capital Group LLC 0.03% No change 17,192 $380K
Walled Lake Planning & Wealth Management, LLC 0.14% Add +0.1% 17,105 $378K
Flputnam Investment Management Co. 0.01% Reduce -3.7% 16,895 $373K
Kowal Investment Group, LLC 0.07% Reduce -1.0% 16,845 $372K
Norden Group LLC 0.04% Add +32.0% 16,539 $365K
Hamilton Capital, LLC 0.03% Add +15.3% 14,887 $365K
Tectonic Advisors LLC 0.02% Add +41.3% 16,446 $363K
WCG Wealth Advisors LLC 0.02% Add +10.5% 16,393 $362K
Edge Capital Group, LLC 0.02% Add +1.3% 16,345 $361K
Pacific Center for Financial Services 0.10% Reduce -22.6% 16,344 $361K
Nwam LLC 0.02% Add +28.7% 16,308 $360K
Hara Capital LLC 0.22% Reduce -32.8% 16,290 $360K
Clearview Wealth Advisors LLC 0.28% Reduce -3.6% 16,274 $359K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 16,113 $356K
Ion Asset Management Ltd. 0.02% New 16,100 $356K
Grandfield & Dodd, LLC 0.02% No change 15,939 $352K
Carson Advisory Inc. 0.22% Add +3.4% 15,901 $351K
Prairie Sky Financial Group LLC 0.20% No change 15,810 $349K
Lazard Asset Management LLC 0.00% Reduce -21.5% 15,865 $349K
Sheets Smith Wealth Management 0.04% Reduce -2.6% 15,682 $346K
Savvy Advisors, Inc. 0.07% Add +28.2% 15,672 $346K
Fiduciary Group, LLC 0.04% Add +1.0% 15,643 $346K
Ascentis Independent Advisors 0.05% Add +0.3% 15,590 $344K
Ascentis Wealth Management, LLC 0.13% — 15,575 $344K
KCM Investment Advisors LLC 0.01% Add +14.9% 15,568 $344K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -6.1% 15,534 $343K
Rwa Wealth Partners, LLC 0.00% Add +13.1% 15,507 $343K
Guinness Atkinson Asset Management Inc 0.17% Reduce -5.0% 15,411 $340K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.4% 15,396 $340K
Bristlecone Advisors, LLC 0.03% No change 15,394 $340K
Ellenbecker Investment Group 0.06% No change 15,387 $340K
CX Institutional 0.01% Reduce -0.7% 15,307 $338K
Marcum Wealth, LLC 0.03% Reduce -0.7% 15,302 $338K
Gladstone Institutional Advisory LLC 0.02% Add +9.6% 15,281 $338K
Alhambra Investment Management LLC 0.17% Add +0.2% 15,266 $337K
Pitcairn Co. 0.02% Reduce -10.2% 15,254 $337K
V-Square Quantitative Management LLC 0.05% Reduce -53.9% 15,204 $336K
Bright Futures Wealth Management, LLC. 0.16% Reduce -0.4% 13,514 $336K
Wintrust Investments LLC 0.25% Reduce -90.7% 15,177 $335K
Solidarity Wealth, LLC 0.09% No change 15,103 $334K
Avalon Capital Management 0.10% No change 15,000 $331K
Principal Securities, Inc. 0.01% Add +8.8% 14,973 $331K
Moody National Bank Trust Division 0.04% Add +25.2% 14,954 $330K
MBB Public Markets I LLC 0.03% Reduce -89.2% 14,940 $330K
Lifestyle Asset Management, Inc. 0.18% No change 14,924 $330K
Nilsine Partners, LLC 0.04% Add +6.0% 14,918 $330K
CFO4Life Group, LLC 0.06% Add +1.5% 14,908 $329K
Newman Dignan & Sheerar, Inc. 0.08% Reduce -2.7% 13,244 $328K
Flagship Harbor Advisors, LLC 0.02% Reduce -4.2% 14,860 $328K
Jacobi Capital Management LLC 0.02% Add +0.8% 14,688 $324K
Mitchell & Pahl Private Wealth, LLC 0.15% Reduce -0.2% 14,638 $323K
LMR Partners LLP 0.01% New 14,535 $321K
Magnus Financial Group LLC 0.03% Add +4.2% 14,509 $321K
Brandywine Oak Private Wealth LLC 0.03% Add +0.7% 14,416 $318K
Rathbones Group PLC 0.00% No change 14,414 $318K
Ballentine Partners, LLC 0.01% Add +8.1% 14,390 $318K
Mosley Wealth Management 0.22% No change 12,840 $318K
Confluence Wealth Services, Inc. 0.02% Reduce -48.5% 14,376 $318K
Red Door Wealth Management, LLC 0.05% Reduce -2.0% 14,267 $315K
Seeds Investor LLC 0.12% Reduce -8.8% 14,135 $312K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +0.8% 14,131 $312K
Principle Wealth Partners LLC 0.02% Reduce -1.0% 14,113 $312K
Leavell Investment Management, Inc. 0.02% New 14,014 $310K
1900 Wealth Management LLC 0.03% No change 14,000 $309K
TD Waterhouse Canada Inc. 0.00% Add +891.1% 13,628 $309K
Sentry LLC 0.06% No change 13,956 $308K
RFG Advisory, LLC 0.01% Reduce -12.1% 13,948 $308K
Chesapeake Asset Management LLC 0.27% Add +1.0% 13,896 $307K
Prosperity Consulting Group, LLC 0.02% Reduce -24.1% 13,853 $306K
KG Capital Management 0.10% No change 13,830 $306K
Mainstay Capital Management LLC 0.05% Reduce -2.9% 13,807 $305K
KRS Capital Management, LLC 0.22% Reduce -9.9% 13,775 $304K
Lee Financial Co 0.04% Add +19.9% 13,771 $304K
Hunter Associates Investment Management LLC 0.05% No change 13,711 $303K
Focus Financial Network, Inc. 0.01% Add +1.1% 13,677 $302K
First Foundation Advisors 0.01% Reduce -19.5% 13,640 $301K
Pure Financial Advisors, LLC 0.01% New 13,624 $301K
Valley Brook Capital Group, Inc. 0.22% Reduce -7.3% 13,557 $299K
Western Wealth Management, LLC 0.02% Add +4.0% 13,536 $299K
Sentinel Trust Co. Lba 0.03% No change 13,558 $299K
Guyasuta Investment Advisors Inc. 0.02% Reduce -13.7% 13,447 $297K
Wellington Shields Capital Management, LLC 0.05% Add +1.5% 13,446 $297K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +6.6% 13,410 $296K
Sage Mountain Advisors LLC 0.03% Add +28.7% 13,400 $296K
Teacher Retirement System of Texas 0.00% Reduce -71.3% 13,373 $295K
Caldwell Sutter Capital, Inc. 0.14% Reduce -1.0% 13,353 $295K
Register Financial Advisors LLC 0.15% Reduce -14.2% 13,338 $295K
Pettinga Financial Advisors LLC 0.07% Reduce -7.0% 13,334 $295K
First Horizon Advisors, Inc. 0.01% Reduce -0.9% 13,298 $294K
Smartleaf Asset Management LLC 0.04% Add +20.7% 13,481 $294K
United Community Bank 0.11% No change 13,265 $293K
Arlington Financial Advisors, LLC 0.06% New 13,243 $293K
Moneta Group Investment Advisors LLC 0.00% Reduce -16.1% 13,237 $292K
White Pine Capital LLC 0.10% Reduce -31.2% 13,220 $292K
Country Club Bank 0.02% Reduce -2.2% 13,395 $292K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.8% 13,193 $291K
Evanson Asset Management, LLC 0.02% Add +0.5% 13,183 $291K
Fisher Asset Management 0.00% Reduce -26.1% 13,136 $290K
Johnson Investment Counsel Inc. 0.00% New 13,133 $290K
Farmers & Merchants Investments Inc. 0.01% Reduce -32.1% 13,105 $289K
Howard Capital Management, LLC 0.00% New 13,037 $288K
Capital Asset Advisory Services LLC 0.01% Add +0.8% 12,343 $288K
Atlas Brown,Inc. 0.10% Add +0.2% 12,971 $287K
Northeast Financial Consultants Inc 0.01% No change 12,960 $286K
Badgley Phelps Wealth Managers, LLC 0.01% New 12,873 $284K
Welch Group, LLC 0.01% Reduce -0.3% 12,866 $284K
Synergy Financial Group, LTD 0.27% Add +0.2% 12,821 $283K
Trueblood Wealth Management, LLC 0.14% Add +0.3% 12,771 $282K
Lakewood Asset Management LLC 0.19% Reduce -2.4% 12,745 $282K
Clear Creek Financial Management, LLC 0.03% Add +0.7% 12,729 $281K
Oak Ridge Investments LLC 0.02% Add +1.3% 12,627 $279K
NTV Asset Management LLC 0.04% Add +0.4% 12,547 $277K
Future Financial Wealth Managment LLC 0.20% Reduce -28.8% 12,509 $276K
Royal Capital Wealth Management, LLC 0.20% Add +0.9% 12,507 $276K
Mayflower Financial Advisors, LLC 0.04% Add +0.1% 12,506 $276K
Hedges Asset Management LLC 0.18% No change 12,500 $276K
Pettyjohn, Wood & White, Inc. 0.05% New 12,416 $274K
HAP Trading, LLC 0.14% New 12,415 $274K
Siemens Fonds Invest GmbH 0.02% Reduce -41.0% 12,316 $272K
MBM Wealth Consultants, LLC 0.09% Add +0.4% 12,239 $270K
Daymark Wealth Partners, LLC 0.01% Add +19.9% 12,213 $270K
Spire Wealth Management 0.01% Reduce -2.9% 12,144 $268K
First Financial Bankshares Inc 0.01% Reduce -1.4% 12,141 $268K
Tiaa Trust, National Association 0.00% Reduce -25.2% 12,140 $268K
Freedom Day Solutions, LLC 0.08% No change 12,123 $268K
Perigon Wealth Management, LLC 0.01% New 11,987 $265K
Provenance Wealth Advisors, LLC 0.03% No change 11,954 $264K
Centaurus Financial, Inc. 0.02% Add +30.6% 11,947 $264K
Citizens Financial Group Inc. 0.01% New 11,876 $262K
Corsair Capital Management, L.P. 0.06% No change 11,820 $261K
Dearborn Partners LLC 0.01% Reduce -13.9% 11,760 $260K
Atlas Private Wealth Advisors 0.04% Add +0.0% 11,752 $260K
Avestar Capital, LLC 0.03% Add +6.5% 11,716 $259K
Williams Jones Wealth Management, LLC. 0.00% New 11,710 $259K
Venturi Wealth Management, LLC 0.01% Reduce -0.9% 11,709 $259K
Boothbay Fund Management, LLC 0.01% Add +10.1% 11,703 $259K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 11,700 $258K
Lauer Wealth, LLC 0.20% Reduce -8.4% 10,370 $257K
Virtue Capital Management, LLC 0.05% Reduce -10.3% 11,605 $256K
Valmark Advisers, Inc. 0.00% Reduce -7.6% 11,444 $253K
Shelton Capital Management 0.01% No change 11,443 $253K
Continuum Advisory, LLC 0.03% Add +9.3% 9,438 $253K
Clarity Financial LLC 0.03% Add +9.4% 11,420 $252K
Merit Financial Group, LLC 0.01% Reduce -75.5% 11,416 $252K
Sandy Spring Bank 0.01% Reduce -5.9% 11,391 $252K
LGT Group Foundation 0.00% No change 10,900 $250K
Harvest Fund Management Co., Ltd 0.01% Add +4.9% 11,311 $250K
Tortoise Investment Management, LLC 0.03% Add +4.5% 11,136 $246K
Second Line Capital, LLC 0.07% Add +8.1% 11,127 $246K
Fulcrum Equity Management 0.21% Reduce -25.4% 11,104 $245K
Signature Estate & Investment Advisors LLC 0.01% Reduce -4.3% 11,047 $244K
Summit Financial, LLC 0.01% Add +1.1% 11,015 $243K
Douglass Winthrop Advisors, LLC 0.00% No change 11,005 $243K
KPP Advisory Services LLC 0.06% Reduce -20.5% 10,925 $241K
NCP Inc. 0.14% Add +35.2% 10,889 $241K
Mather Group, Llc. 0.00% Reduce -69.8% 10,883 $240K
Commerzbank Aktiengesellschaft 0.01% New 10,840 $240K
Austin Private Wealth, LLC 0.02% Reduce -3.2% 10,800 $239K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -2.7% 10,777 $238K
Hilton Capital Management, LLC 0.02% Reduce -2.6% 10,765 $238K
Diametric Capital, LP 0.12% New 10,746 $237K
Capital Square, LLC 0.14% Reduce -23.0% 10,730 $237K
Mission Wealth Management, LP 0.01% New 10,730 $237K
Mb, Levis & Associates, LLC 0.12% Add +0.5% 10,711 $237K
Versor Investments LP 0.04% Reduce -50.9% 10,700 $236K
Brown Miller Wealth Management, LLC 0.09% Add +0.7% 10,563 $233K
Kapitalo Investimentos Ltda 0.06% New 10,525 $232K
Wealth Alliance, LLC 0.03% Add +0.8% 10,522 $232K
L.M. Kohn & Company 0.06% Add +1.0% 10,515 $232K
Schulhoff & Co. Inc. 0.10% No change 10,512 $232K
Consolidated Portfolio Review Corp 0.05% No change 10,480 $232K
Wayfinding Financial, LLC 0.17% Reduce -0.3% 10,499 $231K
MassMutual Private Wealth & Trust, FSB 0.01% Add +111.4% 10,450 $231K
Tempus Wealth Planning, LLC 0.08% Reduce -14.9% 10,296 $227K
Rosenberg Matthew Hamilton 0.06% Add +11.5% 10,281 $227K
Sunflower Bank, N.A. 0.06% Reduce -2.4% 10,136 $224K
Kohmann Bosshard Financial Services, LLC 0.03% No change 10,108 $223K
Moloney Securities Asset Management, LLC 0.03% Reduce -28.3% 10,090 $223K
Laurel Wealth Advisors LLC 0.04% Add +1.4% 10,068 $222K
Oarsman Capital, Inc. 0.04% New 10,045 $222K
Weaver Consulting Group 0.07% Reduce -1.2% 10,028 $222K
Financial Counselors Inc. 0.00% Reduce -4.0% 10,027 $221K
Traphagen Investment Advisors LLC 0.02% No change 10,022 $221K
Wendell David Associates Inc. 0.02% No change 10,000 $221K
Nicolet Advisory Services, LLC 0.02% New 9,393 $219K
Advus Financial Partners, LLC 0.06% New 9,867 $218K
West Paces Advisors Inc. 0.05% Reduce -10.3% 9,862 $218K
Impact Partnership Wealth, LLC 0.05% New 9,809 $217K
Legacy Advisors, LLC 0.02% New 9,653 $213K
Beck Mack & Oliver LLC 0.00% Reduce -11.1% 9,650 $213K
New South Capital Management Inc. 0.01% New 9,641 $213K
Ignite Planners, LLC 0.05% New 9,620 $213K
First Interstate Bank 0.01% New 9,615 $212K
Blake Schutter Theil Wealth Advisors, LLC 0.15% — 9,609 $212K
Conservest Capital Advisors, Inc. 0.02% No change 11,553 $212K
J. W. Coons Advisors, LLC 0.04% New 9,590 $212K
Keynote Financial Services LLC 0.16% New 9,570 $211K
EverSource Wealth Advisors, LLC 0.01% Add +0.7% 9,566 $211K
Westover Capital Advisors, LLC 0.04% New 9,472 $209K
Kestra Investment Management, LLC 0.01% New 9,447 $209K
Proffitt & Goodson Inc. 0.03% Add +3.1% 9,440 $209K
Fortitude Advisory Group L.L.C. 0.13% New 9,430 $208K
Sentry Investment Management LLC 0.09% No change 9,423 $208K
CI Investments Inc. 0.00% Add +19.9% 9,395 $208K
Freedom Investment Management, Inc. 0.02% New 9,388 $207K
Penney Financial, LLC 0.14% New 9,381 $207K
Childress Capital Advisors, LLC 0.06% Reduce -44.2% 9,378 $207K
Larson Financial Group LLC 0.01% Add +3.7% 9,376 $207K
Southern Capital Advisors, LLC 0.12% New 9,375 $207K
Objective Capital Management, LLC 0.12% — 9,375 $207K
Clarius Group, LLC 0.01% New 9,376 $206K
Tradition Wealth Management, LLC 0.02% New 9,221 $204K
Lyell Wealth Management, LP 0.02% New 9,200 $203K
Hilltop National Bank 0.06% Reduce -2.1% 9,198 $203K
Wealth Alliance Advisory Group, LLC 0.04% New 9,166 $202K
Leo Wealth, LLC 0.02% New 9,134 $202K
Concorde Asset Management, LLC 0.11% New 9,132 $202K
C M Bidwell & Associates Ltd. 0.12% No change 9,119 $201K
Court Place Advisors, LLC 0.06% Reduce -13.2% 9,102 $201K
Simon Quick Advisors, LLC 0.01% New 9,093 $201K
Abn Amro Investment Solutions 0.00% New 9,075 $200K
S.A. Mason LLC 0.11% Add +0.4% 9,039 $200K
Silver Oak Securities, Incorporated 0.02% New 8,845 $193K
Baldwin Wealth Partners LLC 0.01% Add +102.1% 8,718 $193K
Y.D. More Investments Ltd 0.02% Add +2.8% 8,691 $192K
Carmichael Hill & Associates, Inc. 0.07% Add +0.7% 8,596 $190K
Mendota Financial Group, LLC 0.09% Add +0.0% 8,399 $186K
Balefire, LLC 0.06% Reduce -3.1% 8,147 $180K
TCTC Holdings, LLC 0.01% No change 8,137 $180K
Parkside Financial Bank & Trust 0.02% Add +58.9% 7,894 $174K
R.H. Dinel Investment Counsel, Inc. 0.11% No change 7,800 $172K
AdvisorNet Financial, Inc 0.01% Add +2.5% 7,718 $170K
Brooklyn Investment Group 0.06% New 7,696 $170K
Compagnie Lombard Odier SCmA 0.00% No change 7,500 $166K
CoreCap Advisors, LLC 0.01% Reduce -31.2% 7,029 $155K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +4.8% 6,975 $154K
Boyd Watterson Asset Management LLC 0.04% Reduce -0.7% 6,566 $145K
MCF Advisors LLC 0.01% Add +5.8% 6,292 $139K
Lindbrook Capital, LLC 0.01% Add +8.2% 6,121 $135K
Cromwell Holdings LLC 0.08% No change 5,957 $132K
Stephens Consulting, LLC 0.03% No change 5,923 $131K
FWL Investment Management, LLC 0.05% Add +36.2% 5,645 $125K
Pin Oak Investment Advisors Inc. 0.11% Reduce -0.0% 5,542 $122K
Alta Advisers Ltd 0.06% No change 5,500 $121K
LRI Investments, LLC 0.01% Add +26.8% 4,511 $121K
SouthState Bank Corp 0.01% No change 5,370 $119K
Slocum, Gordon & Co LLP 0.05% No change 5,350 $118K
Deseret Mutual Benefit Administrators 0.06% No change 5,033 $111K
Sound Income Strategies, LLC 0.01% Reduce -5.2% 4,976 $110K
Silvant Capital Management LLC 0.00% No change 4,802 $106K
Eagle Bay Advisors LLC 0.04% No change 4,797 $106K
Gen-Wealth Partners Inc 0.04% Reduce -2.6% 4,055 $101K
Hills Bank & Trust Co 0.01% New 4,558 $101K
Thompson Investment Management, Inc. 0.01% Add +1.8% 4,521 $100K
State of Wyoming 0.01% Reduce -8.1% 4,504 $99K
Kimelman & Baird, LLC 0.01% No change 4,500 $99K
Bogart Wealth, LLC 0.00% Add +2.3% 4,489 $99K
Independence Bank of Kentucky 0.02% Add +100.8% 4,414 $98K
Assetmark, Inc. 0.00% Add +50.6% 4,313 $95K
McIlrath & Eck, LLC 0.01% Reduce -21.7% 4,231 $93K
Smithfield Trust Co 0.00% Add +65.8% 3,841 $86K
ORG Partners LLC 0.01% Reduce -85.1% 3,869 $85K
Glass Jacobson Investment Advisors llc 0.03% Reduce -21.1% 3,739 $83K
Iron Horse Wealth Management, LLC 0.03% No change 3,528 $78K
Zions Bancorporation, N.A. 0.01% Reduce -3.9% 3,511 $78K
Planned Solutions, Inc. 0.03% New 3,499 $77K
Quent Capital, LLC 0.01% Reduce -1.2% 3,446 $76K
nVerses Capital, LLC 0.03% New 3,400 $75K
Loomis Sayles & Co. L P 0.00% Add +8.9% 3,385 $75K
Concord Wealth Partners 0.01% No change 3,301 $73K
Riverview Trust Co 0.06% Add +1.4% 3,276 $72K
Mascoma Wealth Management LLC 0.02% Add +1.4% 3,223 $71K
Indiana Trust & Investment Management Co 0.02% No change 3,200 $71K
Alaska Permanent Fund Corp 0.00% No change 3,130 $69K
Shell Asset Management Co. 0.00% — 3,089 $68K
Toth Financial Advisory Corp. 0.01% No change 3,070 $68K
Northwest Financial Advisors 0.05% New 3,046 $67K
Salomon & Ludwin, LLC 0.01% Add +9.8% 2,894 $64K
FinTrust Capital Advisors, LLC 0.01% No change 2,859 $63K
Hollencrest Capital Management 0.00% Add +62.7% 2,807 $62K
Rise Advisors, LLC 0.03% Add +1.4% 2,740 $61K
Front Row Advisors LLC 0.02% No change 2,680 $59K
Creative Financial Designs Inc. 0.00% Add +15.7% 2,576 $57K
Versant Capital Management, Inc 0.01% Add +3.5% 2,492 $55K
Tradewinds Capital Management, LLC 0.01% Add +4.3% 2,492 $55K
Householder Group Estate & Retirement Specialist, LLC 0.02% Reduce -2.8% 2,465 $54K
Tsfg, LLC 0.01% Add +72.1% 2,430 $54K
Winthrop Capital Management, LLC 0.03% No change 2,397 $53K
Rational Advisors, Inc. 0.01% Reduce -11.3% 2,300 $51K
JFS Wealth Advisors, LLC 0.00% Add +100.1% 2,277 $50K
MV Capital Management, Inc. 0.01% Add +4.6% 2,263 $50K
American National Bank & Trust 0.01% Reduce -67.2% 2,245 $50K
Alpine Bank Wealth Management 0.01% — 2,235 $49K
Founders Capital Management 0.03% Add +1.0% 2,083 $46K
Asset Dedication, LLC 0.00% Reduce -20.5% 2,074 $46K
CNB Bank 0.02% Reduce -25.9% 2,000 $44K
Tompkins Financial Corp. 0.00% No change 2,000 $44K
Avalon Trust Co 0.00% No change 2,000 $44K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 2,000 $44K
Colonial Trust Co / SC 0.01% Reduce -6.6% 1,961 $43K
Earned Wealth Advisors, LLC 0.01% New 1,959 $43K
AlphaMark Advisors, LLC 0.01% No change 1,925 $43K
Ashton Thomas Securities, LLC 0.01% New 1,890 $42K
Motco 0.00% No change 1,885 $42K
Hartford Financial Management Inc. 0.01% Add +11.5% 1,881 $42K
SWAN Capital LLC 0.02% No change 1,877 $41K
Oakworth Capital, Inc. 0.00% Add +1.8% 1,832 $40K
Cornerstone Planning Group LLC 0.01% Reduce -61.0% 1,612 $40K
VitalStone Financial, LLC 0.03% Reduce -4.4% 1,769 $39K
Semmax Financial Advisors Inc. 0.01% Add +1.4% 1,399 $38K
Ceeto Capital Group, LLC 0.01% No change 1,741 $38K
CoreFirst Bank & Trust 0.02% New 1,700 $38K
Delta Asset Management LLC 0.00% No change 1,692 $37K
Elevation Wealth Partners, LLC 0.02% New 1,640 $36K
Beacon Capital Management, LLC 0.01% Add +25.6% 1,611 $36K
Pathway Financial Advisers, LLC 0.02% Reduce -13.8% 1,587 $35K
Covestor Ltd 0.02% Reduce -62.0% 1,562 $35K
Activest Wealth Management 0.01% Add +63.0% 1,478 $33K
Investors Research Corp 0.01% No change 1,458 $32K
HM Payson & Co. 0.00% Add +401.8% 1,430 $32K
Barrett & Company, Inc. 0.01% No change 1,400 $31K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% Reduce -39.1% 1,400 $31K
Brown, Lisle/Cummings, Inc. 0.01% No change 1,396 $31K
Planning Capital Management Corp 0.02% Add +143.6% 1,352 $30K
SJS Investment Consulting Inc. 0.01% No change 1,312 $29K
Pinnacle Bancorp, Inc. 0.01% No change 1,296 $29K
Financial Freedom, LLC 0.01% Add +1.3% 1,285 $28K
Ramirez Asset Management, Inc. 0.01% No change 1,272 $28K
Adirondack Trust Co. 0.01% No change 1,261 $28K
Northwest Investment Counselors, LLC 0.01% New 1,253 $28K
Capital Advisors, Ltd. LLC 0.00% No change 1,210 $27K
True Wealth Design, LLC 0.01% Add +2.2% 1,220 $27K
Hemington Wealth Management 0.01% New 1,077 $26K
GW&K Investment Management, LLC 0.00% Add +10.4% 1,177 $26K
Addison Advisors LLC 0.01% No change 1,172 $26K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +191.3% 1,165 $26K
Claris Advisors, LLC / Mo / 0.01% New 1,152 $25K
Riggs Asset Managment Co. Inc. 0.01% No change 1,147 $25K
Denver PWM, LLC 0.01% Add +0.8% 1,138 $25K
City State Bank 0.01% Reduce -11.0% 1,115 $25K
Winch Advisory Services, LLC 0.01% Add +1.4% 1,099 $24K
Centiva Capital, LP 0.00% New 1,070 $24K
Bruce G. Allen Investments, LLC 0.02% Add +13.0% 1,034 $23K
Altshuler Shaham Ltd 0.00% Reduce -5.3% 1,001 $22K
PARK CIRCLE Co 0.02% No change 1,000 $22K
Piscataqua Savings Bank 0.02% No change 1,000 $22K
Arvest Investments, Inc. 0.00% No change 1,000 $22K
NBT Bank, N.A. 0.00% New 1,000 $22K
First PREMIER Bank 0.01% No change 1,000 $22K
Rakuten Securities, Inc. 0.01% Reduce -19.6% 994 $22K
WR Wealth Planners, LLC 0.01% Reduce -49.5% 958 $21K
Vermillion & White Wealth Management Group, LLC 0.02% Add +1.4% 942 $21K
Harbor Investment Advisory, LLC 0.00% Reduce -18.9% 930 $21K
Elequin Capital, LP 0.05% New 926 $20K
TD Capital Management LLC 0.00% No change 897 $20K
Coppell Advisory Solutions LLC 0.00% Reduce -36.8% 850 $19K
Private Wealth Management Group, LLC 0.01% No change 837 $18K
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 0.05% No change 820 $18K
Park Place Capital Corp 0.01% No change 811 $18K
Key Financial Inc 0.00% Add +2.7% 806 $18K
Montag A & Associates Inc. 0.00% Add +93.8% 806 $18K
Fortitude Family Office, LLC 0.01% Add +312.9% 801 $18K
WFA Asset Management Corp 0.01% No change 800 $18K
Citizens National Bank Trust Department 0.00% No change 777 $17K
Financial Avengers, Inc. 0.01% Add +1.3% 765 $17K
Financial Network Wealth Advisors LLC 0.01% Add +32.3% 749 $17K
REAP Financial Group, LLC 0.00% Reduce -11.3% 726 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 680 $15K
Sachetta, LLC 0.01% Add +153.3% 661 $15K
Castleview Partners, LLC 0.01% No change 661 $15K
Stone House Investment Management, LLC 0.00% New 657 $15K
Manchester Capital Management LLC 0.00% No change 628 $14K
Crewe Advisors LLC 0.00% Add +0.7% 601 $13K
Beaird Harris Wealth Management, LLC 0.00% Add +49.7% 587 $13K
Tidemark, LLC 0.01% No change 579 $13K
POM Investment Strategies, LLC 0.01% Add +1.2% 572 $13K
Fourpath Capital Management, LLC 0.00% New 568 $13K
City Holding Co. 0.00% No change 565 $12K
Glen Eagle Advisors, LLC 0.00% Add +0.4% 559 $12K
Blume Capital Management, Inc. 0.00% No change 550 $12K
Peterson Financial Group, Inc. 0.05% New 549 $12K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 537 $12K
SRH Advisors, LLC 0.00% No change 534 $12K
Advantage Trust Co 0.01% No change 500 $11K
AllSquare Wealth Management LLC 0.01% No change 500 $11K
Missouri Trust & Investment Co 0.00% No change 500 $11K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -10.7% 500 $11K
Cranbrook Wealth Management, LLC 0.00% No change 484 $11K
Bell Investment Advisors, Inc 0.00% No change 458 $10K
Pineridge Advisors LLC 0.00% No change 443 $10K
Prestige Wealth Management Group LLC 0.00% No change 441 $10K
Main Street Group, LTD 0.00% Reduce -6.4% 439 $10K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 410 $9K
Resources Management Corp. /CT/ 0.00% No change 400 $9K
Arax Advisory Partners 0.00% Add +19.7% 395 $9K
Cetera Trust Company, N.A 0.01% No change 384 $8K
Reston Wealth Management LLC 0.00% New 370 $8K
Centennial Bank 0.00% Reduce -52.8% 369 $8K
Financial Management Professionals, Inc. 0.00% Add +140.9% 359 $8K
Abound Wealth Management 0.00% No change 352 $8K
Optimum Investment Advisors 0.00% No change 350 $8K
FSA Wealth Management LLC 0.00% — 348 $8K
Perkins Coie Trust Co 0.00% New 337 $7K
Transcendent Capital Group LLC 0.00% Add +1.2% 336 $7K
Briaud Financial Planning Inc 0.00% Add +1.4% 350 $7K
Birchbrook, Inc. 0.00% New 316 $7K
Mfa Wealth Advisors, LLC 0.00% No change 311 $7K
GHP Investment Advisors, Inc. 0.00% Add +77.7% 311 $7K
Highline Wealth Partners LLC 0.00% Add +35.6% 305 $7K
Dunhill Financial, LLC 0.00% Add +201.0% 301 $7K
Central Pacific Bank - Trust Division 0.00% No change 286 $6K
PSI Advisors, LLC 0.00% No change 279 $6K
Kelly Lawrence W & Associates Inc. 0.00% No change 278 $6K
Trust Co. of Vermont 0.00% New 261 $6K
WASHINGTON TRUST Co 0.00% Reduce -74.0% 256 $6K
Anfield Capital Management, LLC 0.00% No change 251 $6K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -8.8% 250 $6K
Coastline Trust Co 0.00% New 230 $5K
Copley Financial Group, Inc. 0.00% — 221 $5K
LGT Financial Advisors LLC 0.01% Reduce -90.2% 219 $5K
Byrne Asset Management LLC 0.00% No change 219 $5K
Providence Capital Advisors, LLC 0.00% No change 210 $5K
West Financial Advisors, LLC 0.00% Add +1.5% 209 $5K
Darwin Wealth Management, LLC 0.00% New 205 $5K
Godsey & Gibb, Inc. 0.00% Reduce -95.0% 200 $4K
Red Tortoise LLC 0.00% No change 198 $4K
Aspect Partners, LLC 0.00% Add +3.7% 194 $4K
Penserra Capital Management LLC 0.00% Add +3.3% 189 $4K
St Germain D J Co. Inc. 0.00% No change 169 $4K
WFA of San Diego, LLC 0.00% No change 165 $4K
Morton Brown Family Wealth, LLC 0.00% New 153 $3K
Kozak & Associates, Inc. 0.00% Add +1.6% 129 $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% No change 133 $3K
JNBA Financial Advisors 0.00% No change 130 $3K
Caldwell Trust Co 0.00% No change 128 $3K
Heritage Wealth Advisors 0.00% Reduce -53.9% 117 $3K
Richard W. Paul & Associates, LLC 0.00% Add +0.9% 108 $2K
Financial Perspectives, Inc 0.00% No change 107 $2K
BOK Financial Private Wealth, Inc. 0.00% No change 100 $2K
Creekmur Asset Management LLC 0.00% Reduce -66.2% 75 $2K
Old Second National Bank of Aurora 0.00% No change 69 $2K
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% Add +1.6% 63 $1K
Carolinas Wealth Consulting LLC 0.00% Add +31.3% 63 $1K
Voisard Asset Management Group, Inc. 0.00% Add +341.7% 53 $1K
Arrow Financial Corp 0.00% No change 50 $1K
Sugarloaf Wealth Management, LLC 0.00% No change 46 $1K
Caitlin John, LLC 0.00% No change 34 $911
PFG Private Wealth Management, LLC 0.00% Add +2.8% 37 $807
Birch Capital Management, LLC 0.00% No change 36 $795
Nvwm, LLC 0.00% Add +16.1% 36 $795
Trifecta Capital Advisors, LLC 0.00% Reduce -85.3% 34 $752
Strengthening Families & Communities, LLC 0.00% No change 29 $641
AlphaQuest LLC 0.00% New 28 $619
First Personal Financial Services 0.00% New 27 $597
Legacy Investment Solutions, LLC 0.00% — 22 $590
Legacy Wealth Managment, LLC 0.00% — 22 $590
Tucker Asset Management LLC 0.00% New 14 $311
West Branch Capital LLC 0.00% New 12 $266
TFC Financial Management, Inc. 0.00% No change 10 $221
ClariVest Asset Management LLC 0.00% No change 9 $178
Valued Wealth Advisors LLC 0.00% No change 6 $133
Peoples Financial Services Corp. 0.00% No change 1 $22
Trust Co 0.00% No change 1 $22

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