National Grid PLC-SP ADRNGG
13F holders, Q1 2026 (March 31)590holders +46
87new positions
40sold out
9famous investors
$84.48avg. 13F price*
At the end of Q1 2026, 590 institutions reported holding National Grid PLC-SP ADR (NGG) in their 13F filings, up 46 from Q4 2025. 87 opened new positions and 40 sold out. The largest holders were FMR LLC ($478.7M), Bank of America Corp. ($379.1M) and Morgan Stanley ($284.4M). 9 famous investors held it, including Jim Simons / Peter Brown (0.3% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- National Grid PLC-SP ADR
- CUSIP
- 636274409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $141.6M |
| Exits | 40 | $80.3M |
All 13F filers, Q4 2025 → Q1 2026: 10,519,217 shares bought and 8,231,621 shares sold, net +2,287,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 590 holders
| FMR LLC | 0.03% | Reduce -11.5% | 5,658,452 | $478.7M |
| Bank of America Corp. | 0.03% | Reduce -8.4% | 4,481,010 | $379.1M |
| Morgan Stanley | 0.02% | Add +52.9% | 3,362,071 | $284.4M |
| Natixis Advisors, LLC | 0.27% | Add +3.7% | 2,267,465 | $191.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.5% | 2,197,115 | $185.9M |
| Renaissance Technologies | 0.29% | Reduce -10.2% | 2,168,755 | $183.5M |
| Federated Hermes, Inc. | 0.29% | Reduce -32.4% | 2,142,131 | $181.2M |
| Jones Financial Companies LLLP | 0.08% | Add +27424.2% | 2,157,622 | $176.8M |
| Royal Bank of Canada | 0.03% | Reduce -11.0% | 2,058,184 | $174.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.1% | 2,058,048 | $172.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.36% | Add +718.7% | 1,844,307 | $156.0M |
| Milford Funds Ltd. | 3.14% | Reduce -25.1% | 1,773,663 | $150.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -9.8% | 1,640,438 | $138.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -20.3% | 1,357,833 | $114.9M |
| Wells Fargo & Company | 0.02% | Reduce -17.8% | 1,341,075 | $113.5M |
| Brandes Investment Partners, LP | 0.79% | Add +68.1% | 1,312,011 | $111.0M |
| BlackRock, Inc. | 0.00% | Add +9.6% | 1,292,294 | $109.3M |
| Northern Trust Corp. | 0.01% | Reduce -7.8% | 1,153,456 | $97.6M |
| Bank of Montreal | 0.04% | Add +131.8% | 1,061,874 | $89.8M |
| Standard Investments LLC | 4.91% | Reduce -60.2% | 987,100 | $83.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 891,393 | $75.4M |
| LPL Financial LLC | 0.02% | Reduce -15.6% | 879,068 | $74.4M |
| Clark Capital Management Group, Inc. | 0.45% | Reduce -6.4% | 862,160 | $72.9M |
| Cullen Capital Management, LLC | 0.69% | Add +4.2% | 794,204 | $67.2M |
| Causeway Capital Management LLC | 0.56% | Reduce -24.1% | 538,761 | $45.6M |
| Ameriprise Financial Inc. | 0.01% | Add +93.5% | 463,904 | $39.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +0.8% | 444,507 | $37.6M |
| D. E. Shaw & Co. | 0.03% | Add +34.1% | 419,866 | $35.5M |
| Abc Arbitrage SA | 4.00% | Add +13.7% | 355,114 | $30.0M |
| American Century Companies Inc. | 0.01% | Add +32.8% | 326,853 | $27.7M |
| Jane Street Group, LLC | 0.03% | New | 322,710 | $27.3M |
| Stifel Financial Corp. | 0.02% | Reduce -14.4% | 306,450 | $25.9M |
| UBS Group AG | 0.00% | Add +26.1% | 302,745 | $25.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.1% | 301,715 | $25.5M |
| Nuveen, LLC | 0.01% | Add +37.5% | 269,843 | $22.8M |
| Quantinno Capital Management LP | 0.04% | Add +27.6% | 268,822 | $22.7M |
| Citadel Advisors | 0.02% | Add +537.3% | 268,030 | $22.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +658.0% | 255,475 | $21.6M |
| Ferguson Wellman Capital Management, Inc. | 0.29% | New | 251,502 | $21.3M |
| Lockheed Martin Investment Management Co. | 0.66% | Reduce -12.3% | 214,700 | $18.2M |
| Beck Bode, LLC | 3.05% | New | 212,922 | $18.0M |
| Point72 Asset Management | 0.03% | Add +496.2% | 194,061 | $16.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.8% | 188,674 | $16.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +35.5% | 186,271 | $15.8M |
| Hennessy Advisors Inc. | 0.55% | Add +0.2% | 180,944 | $15.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +3.8% | 174,885 | $15.3M |
| Truist Financial Corp. | 0.02% | Reduce -21.3% | 179,141 | $15.2M |
| Guardian Partners Inc. | 1.21% | Reduce -1.4% | 171,170 | $14.5M |
| Creative Planning | 0.01% | Add +19.3% | 163,238 | $13.8M |
| Invesco Ltd. | 0.00% | Reduce -63.0% | 161,787 | $13.7M |
| Cetera Investment Advisers | 0.01% | Add +2.0% | 150,752 | $12.8M |
| XTX Topco Ltd | 0.21% | Add +824.7% | 142,648 | $12.1M |
| HRT Financial LP | 0.03% | Add +81.6% | 137,195 | $11.6M |
| Oppenheimer Asset Management Inc. | 0.13% | Reduce -9.6% | 134,707 | $11.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -2.9% | 131,394 | $11.1M |
| Tidal Investments LLC | 0.03% | New | 122,565 | $10.3M |
| Miller Howard Investments Inc. | 0.28% | Add +23.5% | 120,490 | $10.2M |
| Gabelli Funds LLC | 0.07% | No change | 119,500 | $10.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -15.7% | 116,208 | $9.8M |
| Susquehanna International Group, LLP | 0.01% | Add +626.1% | 110,989 | $9.4M |
| Crossmark Global Holdings, Inc. | 0.14% | Reduce -11.9% | 110,948 | $9.4M |
| LMR Partners LLP | 0.11% | New | 107,901 | $9.1M |
| QRG Capital Management, Inc. | 0.09% | Add +69.7% | 101,742 | $8.6M |
| MML Investors Services, LLC | 0.02% | Reduce -20.7% | 100,890 | $8.5M |
| BNP Paribas Financial Markets | 0.01% | Add +60.2% | 100,601 | $8.5M |
| Sei Investments Co. | 0.01% | Add +6.7% | 97,205 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 92,221 | $7.8M |
| M. Kulyk & Associates, LLC | 1.44% | Add +4.7% | 91,129 | $7.7M |
| Silvercrest Asset Management Group LLC | 0.06% | New | 90,791 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -15.1% | 89,074 | $7.5M |
| Campbell & CO Investment Adviser LLC | 0.43% | New | 88,246 | $7.5M |
| Millennium Management | 0.01% | Add +393.4% | 85,708 | $7.3M |
| Corient Private Wealth LP | 0.01% | Reduce -0.2% | 84,142 | $7.0M |
| AQR Capital Management | 0.00% | Add +59.6% | 81,407 | $6.9M |
| &partners | 0.03% | Reduce -8.8% | 77,735 | $6.5M |
| Cidel Asset Management Inc. | 0.34% | Add +5.0% | 74,718 | $6.3M |
| Ramirez Asset Management, Inc. | 0.76% | Add +13.1% | 74,169 | $6.3M |
| Barclays PLC | 0.00% | Add +184.1% | 74,104 | $6.3M |
| Zions Bancorporation, National Association | 0.40% | Reduce -35.8% | 73,003 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +14.0% | 70,657 | $6.0M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +2053.9% | 69,228 | $5.9M |
| M&T Bank Corp | 0.02% | Add +2.2% | 68,905 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Reduce -27.3% | 68,389 | $5.8M |
| Gilman Hill Asset Management, LLC | 0.86% | Add +4.1% | 67,222 | $5.7M |
| Zevin Asset Management LLC | 0.77% | Add +3.0% | 65,697 | $5.6M |
| Neuberger Berman Group LLC | 0.00% | Add +37.8% | 65,629 | $5.6M |
| Atria Investments, Inc | 0.06% | Reduce -20.9% | 63,214 | $5.3M |
| Gradient Investments LLC | 0.08% | Add +152.5% | 61,308 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -8.8% | 59,068 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +41.2% | 58,969 | $5.0M |
| Mariner, LLC | 0.01% | Add +6.5% | 58,674 | $5.0M |
| Pittenger & Anderson Inc. | 0.19% | No change | 57,145 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.8% | 55,270 | $4.7M |
| TD Private Client Wealth LLC | 0.10% | Reduce -28.9% | 54,346 | $4.6M |
| First Bank & Trust | 0.74% | Reduce -0.6% | 53,949 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +22.3% | 53,905 | $4.6M |
| CIBC Asset Management Inc | 0.01% | Reduce -26.6% | 52,906 | $4.5M |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 52,333 | $4.4M |
| Park Avenue Securities LLC | 0.03% | New | 51,243 | $4.3M |
| Old Port Advisors | 1.00% | Add +0.9% | 50,981 | $4.3M |
| Cibc World Market Inc. | 0.01% | Add +2.9% | 50,415 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +8.6% | 50,094 | $4.2M |
| Aquatic Capital Management LLC | 0.12% | Add +35.7% | 49,466 | $4.2M |
| Factory Mutual Insurance Co. | 0.05% | Reduce -20.0% | 48,766 | $4.1M |
| Strategy Asset Managers LLC | 0.66% | Reduce -0.6% | 47,549 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -6.6% | 46,527 | $3.9M |
| Hantz Financial Services, Inc. | 0.06% | Add +29.9% | 45,874 | $3.9M |
| National Bank of Canada | 0.00% | Reduce -5.2% | 45,167 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | New | 45,075 | $3.8M |
| Brooklyn Investment Group | 0.12% | Add +56.7% | 44,641 | $3.8M |
| Callan Family Office, LLC | 0.08% | Reduce -4.4% | 43,925 | $3.7M |
| Old Mission Capital LLC | 0.08% | New | 42,039 | $3.6M |
| 1832 Asset Management L.P. | 0.00% | Add +5.0% | 41,573 | $3.5M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -63.8% | 41,170 | $3.5M |
| Assetmark, Inc. | 0.01% | Reduce -22.7% | 40,701 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Reduce -1.8% | 39,650 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +31994.3% | 39,476 | $3.3M |
| Benjamin Edwards Inc. | 0.03% | Add +71.1% | 39,365 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -21.9% | 38,448 | $3.3M |
| Quadrant Capital Group LLC | 0.09% | Add +2.3% | 36,787 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -7.4% | 35,378 | $3.0M |
| Farringdon Capital, Ltd. | 0.62% | Reduce -27.3% | 33,526 | $2.8M |
| JCIC Asset Management Inc. | 0.83% | Add +5.2% | 32,180 | $2.7M |
| Entropy Technologies, LP | 0.12% | Add +167.8% | 31,905 | $2.7M |
| Centiva Capital, LP | 0.12% | New | 31,495 | $2.7M |
| Henry James International Management Inc. | 0.94% | Add +1.4% | 30,701 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +0.2% | 29,621 | $2.5M |
| Ethic Inc. | 0.04% | Reduce -35.6% | 28,636 | $2.4M |
| Northside Capital Management, LLC | 0.21% | Reduce -5.6% | 28,635 | $2.4M |
| Fulton Bank, N.A. | 0.09% | Reduce -28.6% | 28,634 | $2.4M |
| AMG National Trust Bank | 0.05% | Add +1.3% | 27,968 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -35.8% | 26,699 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -17.6% | 26,940 | $2.3M |
| First Trust Advisors LP | 0.00% | Add +44.1% | 26,665 | $2.3M |
| Bollard Group LLC | 0.07% | Add +14.8% | 26,342 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +26.6% | 26,198 | $2.2M |
| Perpetual Ltd | 0.03% | Reduce -14.4% | 25,964 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +0.2% | 23,832 | $2.0M |
| Flputnam Investment Management Co. | 0.03% | Reduce -0.8% | 23,661 | $2.0M |
| Raleigh Capital Management Inc. | 0.69% | Reduce -30.5% | 23,593 | $2.0M |
| Vise Technologies, Inc. | 0.04% | No change | 25,655 | $2.0M |
| Signaturefd, LLC | 0.03% | Add +3.9% | 23,263 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -58.6% | 23,256 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -5.8% | 23,174 | $2.0M |
| Fisher Asset Management | 0.00% | Reduce -3.3% | 22,643 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +13.4% | 22,497 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -39.5% | 22,100 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 21,835 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +32.0% | 21,343 | $1.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Reduce -1.2% | 21,300 | $1.8M |
| Vident Advisory, LLC | 0.02% | Add +5.6% | 21,163 | $1.8M |
| Wealth Alliance, LLC | 0.18% | Reduce -25.7% | 21,160 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +514.8% | 20,946 | $1.8M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -2.2% | 20,901 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Add +21.1% | 20,772 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +789.1% | 20,112 | $1.7M |
| Principal Securities, Inc. | 0.03% | Add +12.4% | 20,598 | $1.7M |
| Capital Fund Management S.A. | 0.02% | New | 20,420 | $1.7M |
| Naviter Wealth, LLC | 0.21% | Add +4.6% | 20,177 | $1.7M |
| Abel Hall, LLC | 0.36% | Add +24.4% | 19,926 | $1.7M |
| First Pacific Financial | 0.22% | Add +69.3% | 19,747 | $1.7M |
| TD Asset Management Inc | 0.00% | Reduce -6.4% | 19,567 | $1.7M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -29.1% | 19,504 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.5% | 19,305 | $1.6M |
| Quantbot Technologies LP | 0.07% | New | 19,024 | $1.6M |
| Aigen Investment Management, LP | 0.40% | Add +413.0% | 18,376 | $1.6M |
| Intrust Bank NA | 0.12% | Reduce -2.0% | 18,048 | $1.5M |
| DRW Securities, LLC | 0.08% | New | 17,143 | $1.5M |
| Regions Financial Corp. | 0.01% | Reduce -10.9% | 16,715 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -11.5% | 16,524 | $1.4M |
| Retirement Planning Co of New England, Inc. | 0.57% | Add +0.4% | 16,513 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +167.6% | 16,500 | $1.4M |
| Syon Capital LLC | 0.07% | Add +0.6% | 16,482 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +41.8% | 16,459 | $1.4M |
| Engineers Gate Manager LP | 0.02% | New | 16,190 | $1.4M |
| Caprock Group, LLC | 0.03% | Add +0.4% | 16,163 | $1.4M |
| Summit Global Investments | 0.08% | Reduce -50.4% | 15,678 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Add +10.1% | 15,521 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -21.3% | 15,106 | $1.3M |
| Qtron Investments LLC | 0.17% | Add +16.0% | 15,016 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +3.0% | 14,947 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +9.2% | 14,677 | $1.2M |
| Advisors Management Group Inc. | 0.23% | Add +2.7% | 14,673 | $1.2M |
| Aaron Wealth Advisors LLC | 0.07% | Add +67.4% | 14,572 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +20.2% | 14,133 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +6.9% | 14,328 | $1.2M |
| Choreo, LLC | 0.01% | Add +0.7% | 14,214 | $1.2M |
| Lester Murray Antman dba SimplyRich | 0.30% | Add +0.3% | 13,810 | $1.2M |
| LOM Asset Management Ltd | 0.32% | Add +3.3% | 13,249 | $1.1M |
| William John Sempolinski | 0.56% | Add +9.4% | 13,210 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +10.6% | 12,742 | $1.1M |
| Herold Advisors, Inc. | 0.23% | Add +3.8% | 12,629 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -12.4% | 12,416 | $1.1M |
| Manske Wealth Management | 0.29% | Reduce -0.8% | 12,382 | $1.0M |
| Mitchell & Pahl Private Wealth, LLC | 0.42% | Add +2.3% | 12,297 | $1.0M |
| Argent Trust Co | 0.04% | Reduce -7.3% | 12,189 | $1.0M |
| Highland Capital Management, LLC | 0.05% | Reduce -0.4% | 12,179 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -2.3% | 12,141 | $1.0M |
| Bailard, Inc. | 0.02% | Add +21.9% | 12,064 | $1.0M |
| Strategic Investment Advisors / MI | 0.07% | New | 12,041 | $1.0M |
| Romano Brothers and Company | 0.12% | No change | 11,986 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | Reduce -18.7% | 11,977 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 11,890 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -3.7% | 11,889 | $1.0M |
| Walleye Capital LLC | 0.01% | New | 11,848 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Add +34.8% | 11,832 | $1.0M |
| Virtu Financial LLC | 0.04% | New | 11,748 | $994K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +165.3% | 11,666 | $987K |
| D.A. Davidson & Co. | 0.01% | Add +71.5% | 11,621 | $983K |
| Natural Investments, LLC | 0.24% | No change | 11,617 | $982K |
| Keybank National Association | 0.00% | Add +70.4% | 11,604 | $982K |
| Mgo One Seven LLC | 0.02% | Add +19.8% | 11,602 | $982K |
| Calamos Advisors LLC | 0.01% | Reduce -1.1% | 11,588 | $980K |
| Code Waechter LLC | 0.58% | Reduce -2.2% | 11,536 | $976K |
| Smartleaf Asset Management LLC | 0.03% | Add +19.8% | 11,345 | $949K |
| Franklin Resources Inc. | 0.00% | Add +2.1% | 11,124 | $941K |
| State Street Corp. | 0.00% | No change | 10,953 | $927K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.7% | 10,886 | $921K |
| Empowered Funds, LLC | 0.01% | New | 10,823 | $916K |
| GC Wealth Management RIA, LLC | 0.04% | Add +27.1% | 10,709 | $906K |
| PFG Investments, LLC | 0.04% | Add +11.3% | 10,489 | $887K |
| Fourpath Capital Management, LLC | 0.13% | Reduce -33.0% | 10,423 | $882K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -1.1% | 10,243 | $867K |
| Yousif Capital Management, LLC | 0.01% | No change | 9,999 | $846K |
| Ritholtz Wealth Management | 0.01% | Add +15.3% | 9,806 | $830K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.1% | 9,721 | $822K |
| GM Advisory Group, LLC | 0.03% | New | 9,715 | $822K |
| Tred Avon Family Wealth, LLC | 0.27% | Add +1.8% | 9,620 | $814K |
| BKM Wealth Management, LLC | 0.30% | Add +25.6% | 9,600 | $812K |
| SBI Securities Co., Ltd. | 0.02% | Add +0.3% | 9,592 | $811K |
| Mystic Asset Management, Inc. | 0.19% | Reduce -2.6% | 9,481 | $802K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +1.5% | 9,321 | $789K |
| Prospera Financial Services Inc | 0.01% | Add +138.5% | 9,282 | $785K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +42.9% | 9,232 | $781K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -13.0% | 9,278 | $776K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,666 | $775K |
| AE Wealth Management LLC | 0.00% | Reduce -16.5% | 8,997 | $761K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.6% | 8,992 | $761K |
| Barry Investment Advisors, LLC | 0.17% | Reduce -0.3% | 8,845 | $748K |
| Glenmede Trust Co. NA | 0.00% | Add +3.1% | 8,833 | $747K |
| Summit Trail Advisors, LLC | 0.01% | New | 8,823 | $746K |
| Versant Capital Management, Inc | 0.07% | Add +18.2% | 8,803 | $745K |
| World Investment Advisors | 0.01% | Reduce -12.0% | 8,754 | $741K |
| Plimoth Trust Co. LLC | 0.16% | Reduce -1.3% | 8,700 | $736K |
| Cape Investment Advisory, Inc. | 0.24% | Reduce -2.8% | 8,569 | $725K |
| Liberty One Investment Management, LLC | 0.07% | Add +11.2% | 8,566 | $725K |
| Two Sigma Securities, LLC | 0.08% | New | 8,531 | $722K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.8% | 8,426 | $713K |
| Lanark Financial, Inc. | 0.05% | Add +7.0% | 8,410 | $711K |
| Aberdeen Group plc | 0.00% | No change | 8,200 | $694K |
| Trust Point Inc. | 0.06% | Add +3.9% | 8,013 | $678K |
| Stephens Inc. | 0.01% | Reduce -22.7% | 8,012 | $678K |
| Blue Trust, Inc. | 0.01% | Reduce -4.1% | 7,962 | $674K |
| Optas, LLC | 0.10% | Reduce -9.1% | 7,941 | $672K |
| Quantum Private Wealth, LLC | 0.21% | Reduce -2.7% | 7,865 | $665K |
| Profund Advisors LLC | 0.02% | Reduce -13.5% | 7,768 | $657K |
| Gateway Wealth Partners, LLC | 0.03% | New | 7,768 | $657K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.2% | 7,728 | $654K |
| Farther Finance Advisors, LLC | 0.01% | Add +33.0% | 7,455 | $647K |
| Ballentine Partners, LLC | 0.01% | Add +10.1% | 7,652 | $647K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -11.3% | 7,559 | $639K |
| First County Bank | 0.34% | Reduce -12.0% | 7,557 | $639K |
| Keudell/Morrison Wealth Management | 0.13% | Reduce -17.3% | 7,483 | $633K |
| Merit Financial Group, LLC | 0.00% | Add +2.9% | 7,404 | $626K |
| Blair William & Co. | 0.00% | Add +3.6% | 7,359 | $623K |
| Future Fund LLC | 0.22% | Add +0.7% | 7,299 | $617K |
| Simplex Trading, LLC | 0.02% | Add +39.7% | 7,103 | $601K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.6% | 7,012 | $593K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -11.4% | 6,980 | $591K |
| Sterling Capital Management LLC | 0.01% | Reduce -31.5% | 6,948 | $588K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.4% | 6,718 | $584K |
| J.Safra Asset Management Corp | 0.03% | New | 6,751 | $571K |
| Gsa Capital Partners LLP | 0.04% | Add +46.3% | 6,722 | $569K |
| Hilltop Holdings Inc. | 0.05% | Reduce -24.4% | 6,723 | $569K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.6% | 6,713 | $568K |
| Guardian Capital LP | 0.01% | Add +14.7% | 6,667 | $564K |
| Jeppson Wealth Management, LLC | 0.18% | No change | 6,646 | $562K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.5% | 6,613 | $559K |
| Level Four Advisory Services, LLC | 0.02% | Add +7.8% | 6,583 | $557K |
| Savvy Advisors, Inc. | 0.01% | Add +5.8% | 6,554 | $554K |
| RNC Capital Management LLC | 0.02% | Reduce -0.1% | 6,445 | $545K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 6,427 | $544K |
| Marshall Wace, LLP | 0.00% | New | 6,300 | $533K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.6% | 6,273 | $531K |
| Venturi Wealth Management, LLC | 0.02% | Add +11.9% | 6,244 | $528K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +64.0% | 6,229 | $527K |
| Gallacher Capital Management LLC | 0.20% | Reduce -13.4% | 6,221 | $526K |
| Lantz Financial LLC | 0.11% | Reduce -22.4% | 6,190 | $524K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.8% | 6,100 | $516K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +9.7% | 6,087 | $515K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +5.7% | 5,946 | $503K |
| GQG Partners LLC | 0.00% | No change | 5,914 | $500K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -4.3% | 5,848 | $495K |
| Samalin Investment Counsel, LLC | 0.18% | Reduce -0.4% | 5,803 | $491K |
| Allworth Financial LP | 0.00% | Add +20.8% | 5,793 | $490K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 5,734 | $485K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.5% | 5,719 | $484K |
| Cordatus Wealth Management LLC | 0.11% | New | 5,700 | $482K |
| Greenleaf Trust | 0.00% | Reduce -2.8% | 5,527 | $468K |
| Hexagon Capital Partners LLC | 0.07% | New | 5,446 | $461K |
| O'ROURKE & COMPANY, Inc | 0.18% | Add +0.2% | 5,443 | $460K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -17.3% | 5,358 | $453K |
| WINTON GROUP Ltd | 0.02% | New | 5,300 | $448K |
| Waverly Advisors, LLC | 0.00% | Add +1.4% | 5,271 | $446K |
| Commerce Bank | 0.00% | Add +2.8% | 5,233 | $443K |
| RFG Advisory, LLC | 0.01% | Add +1.4% | 5,158 | $436K |
| Park Place Capital Corp | 0.09% | Reduce -31.5% | 5,113 | $433K |
| Pure Financial Advisors, LLC | 0.01% | Add +31.9% | 5,055 | $428K |
| Todd Asset Management LLC | 0.01% | Add +1.0% | 5,042 | $427K |
| Viking Fund Management LLC | 0.04% | New | 5,000 | $423K |
| Arax Advisory Partners | 0.01% | Reduce -13.8% | 4,947 | $418K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -18.8% | 4,818 | $408K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -2.0% | 4,804 | $406K |
| Independent Advisor Alliance | 0.00% | Add +4.2% | 4,803 | $406K |
| Sage Rhino Capital LLC | 0.08% | Add +1.0% | 4,773 | $404K |
| Savant Capital, LLC | 0.00% | Add +26.4% | 4,735 | $401K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +36.2% | 4,716 | $399K |
| Brown, Lisle/Cummings, Inc. | 0.10% | Reduce -6.0% | 4,655 | $394K |
| SkyView Investment Advisors, LLC | 0.05% | Reduce -33.4% | 4,628 | $392K |
| GAMMA Investing LLC | 0.02% | Add +14.8% | 4,622 | $391K |
| May Hill Capital, LLC | 0.10% | Add +18.3% | 4,621 | $391K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.2% | 4,612 | $390K |
| Diversify Wealth Management, LLC | 0.01% | New | 4,438 | $382K |
| Deutsche Bank AG | 0.00% | Add +101.8% | 4,499 | $381K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -24.0% | 4,445 | $376K |
| Money Concepts Capital Corp. | 0.02% | Add +20.0% | 4,442 | $376K |
| Frec Markets, Inc. | 0.06% | Add +26.3% | 4,420 | $374K |
| Dynasty Wealth Management, LLC | 0.00% | Add +5.6% | 4,302 | $364K |
| Kathmere Capital Management, LLC | 0.02% | Add +48.3% | 4,264 | $361K |
| Summit Financial, LLC | 0.00% | Add +24.1% | 4,262 | $361K |
| Parallel Advisors, LLC | 0.01% | Add +8.4% | 4,251 | $360K |
| American Trust Investment Advisors, LLC | 0.20% | Reduce -18.3% | 4,227 | $358K |
| Grove Bank & Trust | 0.04% | Reduce -5.8% | 4,227 | $358K |
| LGT Group Foundation | 0.00% | Add +20.5% | 4,209 | $356K |
| Formidable Asset Management, LLC | 0.06% | No change | 4,598 | $356K |
| PDS Planning, Inc | 0.02% | Add +5.9% | 4,161 | $352K |
| Harbour Investments, Inc. | 0.01% | Add +106.9% | 4,153 | $351K |
| Checchi Capital Advisers, LLC | 0.02% | Add +2.1% | 4,133 | $350K |
| Storgate, LLC | 0.27% | Add +3.3% | 4,084 | $346K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -28.4% | 4,031 | $341K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 4,023 | $340K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -1.3% | 4,007 | $339K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.3% | 3,962 | $333K |
| Alta Capital Management LLC/ | 0.03% | New | 3,930 | $332K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -3.3% | 3,921 | $332K |
| Sowell Financial Services LLC | 0.01% | Add +12.2% | 3,862 | $327K |
| Gotham Asset Management | 0.00% | New | 3,827 | $324K |
| Sunpointe, LLC | 0.11% | Reduce -26.2% | 3,824 | $324K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +17.7% | 3,821 | $323K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +3.0% | 3,802 | $322K |
| Franklin Street Advisors Inc. | 0.02% | Add +3.4% | 3,800 | $321K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -32.5% | 3,793 | $321K |
| Jain Global LLC | 0.00% | New | 3,686 | $312K |
| Everett Harris & Co. | 0.00% | No change | 3,682 | $312K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 3,655 | $309K |
| Advyzon Investment Management, LLC | 0.03% | New | 3,583 | $303K |
| Fifth Third Bancorp | 0.00% | Reduce -33.5% | 3,502 | $296K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -25.5% | 3,463 | $293K |
| Net Worth Advisory Group | 0.06% | Add +0.2% | 3,452 | $292K |
| Focused Alpha, LLC | 0.09% | Add +18.9% | 3,450 | $292K |
| Graney & King, LLC | 0.16% | Add +1.4% | 3,447 | $292K |
| Calydon Capital | 0.05% | Add +0.5% | 3,389 | $287K |
| Mattson Financial Services, LLC | 0.07% | New | 3,379 | $286K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -20.2% | 3,376 | $286K |
| Modern Wealth Management, LLC | 0.00% | New | 3,281 | $285K |
| HSBC Holdings PLC | 0.00% | Reduce -15.1% | 3,347 | $283K |
| Texas Yale Capital Corp. | 0.01% | Add +4.7% | 3,325 | $281K |
| Atlantic Family Wealth, LLC | 0.20% | Reduce -33.9% | 3,318 | $281K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -10.7% | 3,299 | $279K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -19.6% | 3,294 | $279K |
| Aprio Wealth Management, LLC | 0.02% | New | 3,259 | $276K |
| Brown Financial Advisors | 0.10% | New | 3,230 | $273K |
| Cresset Asset Management, LLC | 0.00% | New | 3,222 | $273K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,209 | $271K |
| LongView Wealth Management | 0.07% | Reduce -13.7% | 3,047 | $271K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 3,189 | $270K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +22.1% | 3,182 | $269K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 3,138 | $265K |
| IFS Group,LLC | 0.24% | — | 3,131 | $265K |
| Wedmont Private Capital | 0.01% | Add +3.6% | 2,931 | $264K |
| Bridgefront Capital, LLC | 0.07% | New | 3,114 | $263K |
| Csenge Advisory Group | 0.01% | Reduce -3.6% | 3,050 | $258K |
| Elequin Capital, LP | 0.08% | New | 3,021 | $256K |
| Frisch Financial Group, Inc. | 0.05% | No change | 3,004 | $254K |
| Brucke Financial, Inc. | 0.13% | Reduce -44.5% | 2,992 | $253K |
| Anchyra Partners LLC | 0.08% | Add +8.3% | 2,984 | $252K |
| Keel Point, LLC | 0.02% | Reduce -7.5% | 2,945 | $249K |
| Alliancebernstein L.P. | 0.00% | New | 3,172 | $245K |
| Genesis Private Wealth, LLC | 0.08% | Reduce -32.1% | 2,898 | $245K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 2,879 | $244K |
| Cozad Asset Management Inc. | 0.02% | Reduce -14.1% | 2,851 | $241K |
| OneAscent Financial Services LLC | 0.01% | New | 2,807 | $237K |
| Laffer Tengler Investments, Inc. | 0.04% | New | 2,789 | $236K |
| HM Payson & Co. | 0.00% | No change | 2,781 | $235K |
| Arkadios Wealth Advisors | 0.00% | New | 2,767 | $234K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +1.2% | 2,745 | $232K |
| FDx Advisors, Inc. | 0.07% | Reduce -33.2% | 2,741 | $232K |
| Resonant Capital Advisors, LLC | 0.01% | New | 2,685 | $227K |
| Equitable Holdings, Inc. | 0.00% | New | 2,660 | $225K |
| Bridgewater Advisors Inc. | 0.01% | Add +1.4% | 2,579 | $224K |
| Brighton Jones LLC | 0.00% | New | 2,624 | $222K |
| Brown Advisory Inc. | 0.00% | New | 2,601 | $220K |
| Pursuit Wealth Strategies, LLC | 0.31% | New | 2,601 | $220K |
| Scientech Research LLC | 0.18% | New | 2,599 | $220K |
| Primoris Wealth Advisors, LLC | 0.15% | New | 2,572 | $218K |
| Phillips Wealth Planners LLC | 0.16% | Reduce -34.4% | 2,487 | $217K |
| Axq Capital, LP | 0.03% | New | 2,562 | $217K |
| Essex Financial Services, Inc. | 0.01% | Reduce -5.3% | 2,561 | $217K |
| GAMCO Investors | 0.00% | New | 2,500 | $212K |
| Composition Wealth, LLC | 0.00% | New | 2,470 | $209K |
| Emerald Advisors, LLC | 0.03% | New | 2,465 | $209K |
| Wedbush Securities Inc. | 0.01% | New | 2,446 | $207K |
| Greenwood Gearhart LLC | 0.01% | New | 2,411 | $204K |
| Cromwell Holdings LLC | 0.11% | Add +19.3% | 2,310 | $195K |
| Hilltop National Bank | 0.04% | Add +6.1% | 2,197 | $186K |
| New York State Common Retirement Fund | 0.00% | New | 2,066 | $175K |
| Private Trust Co. NA | 0.02% | Reduce -19.2% | 2,021 | $171K |
| Hartford Financial Management Inc. | 0.04% | No change | 2,000 | $169K |
| Bank of New Hampshire | 0.04% | No change | 1,914 | $162K |
| MAI Capital Management | 0.00% | Add +19.0% | 1,821 | $154K |
| Huntington National Bank | 0.00% | Add +108.3% | 1,756 | $149K |
| Brown Brothers Harriman & Co. | 0.00% | Add +98.0% | 1,723 | $146K |
| Montag A & Associates Inc. | 0.01% | Add +2.9% | 1,515 | $128K |
| V-Square Quantitative Management LLC | 0.01% | Add +56.6% | 1,472 | $125K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.3% | 1,457 | $123K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.8% | 1,435 | $121K |
| Bayban | 0.09% | Reduce -28.3% | 1,270 | $107K |
| Barrett & Company, Inc. | 0.04% | No change | 1,223 | $103K |
| Asset Dedication, LLC | 0.01% | Add +245.7% | 1,203 | $102K |
| Bruce G. Allen Investments, LLC | 0.06% | Reduce -0.2% | 1,134 | $96K |
| Basecamp Wealth Advisors LLC | 0.02% | Reduce -1.8% | 1,114 | $94K |
| Truvestments Capital LLC | 0.02% | No change | 1,104 | $93K |
| Sound Income Strategies, LLC | 0.00% | Add +13.6% | 1,075 | $93K |
| Addison Advisors LLC | 0.02% | Add +0.4% | 987 | $84K |
| Owl Creek Wealth Partners LLC | 0.03% | — | 972 | $82K |
| MTM Investment Management, LLC | 0.03% | No change | 964 | $82K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.2% | 920 | $78K |
| Larson Financial Group LLC | 0.00% | Add +19.1% | 905 | $77K |
| Richardson Financial Services Inc. | 0.05% | Reduce -3.2% | 866 | $73K |
| Aventura Private Wealth, LLC | 0.03% | No change | 859 | $73K |
| Paradigm Asset Management Co. LLC | 0.02% | No change | 816 | $69K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +1.8% | 799 | $68K |
| Rothschild Investment LLC | 0.00% | Add +9.5% | 782 | $66K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 780 | $66K |
| Community Bank, N.A. | 0.01% | No change | 768 | $65K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 729 | $62K |
| Avion Wealth | 0.01% | New | 736 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 704 | $60K |
| Clearstead Advisors, LLC | 0.00% | No change | 694 | $59K |
| Bessemer Group Inc. | 0.00% | Reduce -32.7% | 688 | $58K |
| First Command Advisory Services, Inc. | 0.00% | Add +2.7% | 613 | $52K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 609 | $52K |
| Mather Group, Llc. | 0.00% | New | 585 | $50K |
| Coston, McIsaac & Partners | 0.01% | No change | 577 | $48K |
| Trust Co. of Toledo NA | 0.00% | Add +37.0% | 566 | $48K |
| High Point Wealth Management, LLC | 0.05% | Reduce -29.3% | 559 | $47K |
| Innovative Asset Advisors Group, LLC | 0.03% | — | 559 | $47K |
| SHP Wealth Management | 0.00% | Add +5.6% | 549 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 549 | $46K |
| Salomon & Ludwin, LLC | 0.00% | No change | 475 | $42K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.8% | 493 | $42K |
| ESL Trust Services, LLC | 0.01% | No change | 480 | $41K |
| Ancora Advisors LLC | 0.00% | Add +44.6% | 473 | $40K |
| Westside Investment Management, Inc. | 0.01% | No change | 454 | $40K |
| First Horizon Corp. | 0.00% | Add +235.0% | 459 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 456 | $39K |
| Ascentis Independent Advisors | 0.00% | New | 454 | $38K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 439 | $37K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -6.3% | 435 | $37K |
| Eastern Bank | 0.00% | Reduce -63.9% | 427 | $36K |
| True Wealth Design, LLC | 0.01% | Add +39.5% | 413 | $35K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.6% | 409 | $35K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -12.4% | 404 | $34K |
| UMB Bank, n.a. | 0.00% | No change | 399 | $34K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 392 | $33K |
| Hurley Capital, LLC | 0.02% | No change | 366 | $31K |
| Financial Consulate, Inc. | 0.00% | Add +33.5% | 355 | $30K |
| Capital Analysts, LLC | 0.00% | Reduce -27.0% | 359 | $30K |
| Destiny Wealth Partners, LLC | 0.00% | New | 352 | $30K |
| Signature Equity Partners, LLC | 0.02% | Add +18.6% | 351 | $30K |
| Wellington-Altus USA Inc. | 0.02% | Add +6.0% | 351 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.5% | 334 | $28K |
| Root Financial Partners, LLC | 0.00% | Reduce -0.6% | 316 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.1% | 316 | $27K |
| Canton Hathaway, LLC | 0.00% | No change | 275 | $23K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -31.7% | 263 | $22K |
| Avalon Trust Co | 0.00% | No change | 255 | $22K |
| Millstone Evans Group, LLC | 0.01% | No change | 250 | $21K |
| Triumph Capital Management | 0.00% | Add +16.4% | 248 | $21K |
| Dunhill Financial, LLC | 0.00% | Add +6.1% | 243 | $21K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.9% | 229 | $19K |
| Caldwell Trust Co | 0.00% | No change | 229 | $19K |
| St Germain D J Co. Inc. | 0.00% | Add +415.9% | 227 | $19K |
| Smithfield Trust Co | 0.00% | No change | 222 | $19K |
| GW&K Investment Management, LLC | 0.00% | Add +72.9% | 230 | $19K |
| Citizens National Bank Trust Department | 0.00% | No change | 219 | $19K |
| Purpose Unlimited Inc. | 0.00% | New | 217 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +4.3% | 216 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 211 | $18K |
| NBT Bank, N.A. | 0.00% | Reduce -13.6% | 210 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $17K |
| Whipplewood Advisors, LLC | 0.01% | New | 194 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 194 | $16K |
| AlphaCore Capital LLC | 0.00% | Reduce -97.1% | 190 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 183 | $15K |
| Spire Wealth Management | 0.00% | Reduce -15.3% | 182 | $15K |
| Basepoint Wealth LLC | 0.01% | No change | 179 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Add +7.5% | 171 | $15K |
| Salem Investment Counselors Inc. | 0.00% | New | 172 | $15K |
| Ares Financial Consulting, LLC | 0.01% | New | 161 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.2% | 164 | $14K |
| Highline Wealth Partners LLC | 0.00% | No change | 161 | $14K |
| SJS Investment Consulting Inc. | 0.00% | Add +17.9% | 158 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 145 | $13K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -17.2% | 144 | $12K |
| Raffa Wealth Management, LLC | 0.00% | No change | 144 | $12K |
| Country Trust Bank | 0.00% | No change | 138 | $12K |
| Manning & Napier Advisors LLC | 0.00% | Add +75.3% | 135 | $11K |
| Activest Wealth Management | 0.00% | Add +1.6% | 130 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -5.2% | 128 | $11K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 126 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -8.0% | 126 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 122 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 121 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 114 | $10K |
| WealthCollab, LLC | 0.00% | No change | 109 | $9K |
| Archer Investment Corp | 0.00% | No change | 100 | $8K |
| Bangor Savings Bank | 0.00% | Reduce -63.8% | 100 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +16.7% | 91 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 91 | $8K |
| Coastline Trust Co | 0.00% | No change | 91 | $8K |
| Rossby Financial, LCC | 0.00% | Add +17.3% | 88 | $8K |
| Principia Wealth Advisory, LLC | 0.00% | Add +20.8% | 87 | $7K |
| Retirement Wealth Solutions LLC | 0.00% | Add +1128.6% | 86 | $7K |
| Park Square Financial Group, LLC | 0.06% | Reduce -54.5% | 86 | $7K |
| PlanVest Financial, Inc | 0.01% | — | 84 | $7K |
| Bravera Wealth | 0.00% | No change | 78 | $7K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 76 | $6K |
| Proathlete Wealth Management LLC | 0.00% | No change | 71 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +29.6% | 70 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 67 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +28.0% | 64 | $5K |
| Cornerstone Financial Management LLC | 0.00% | Add +41.9% | 61 | $5K |
| North Star Investment Management Corp. | 0.00% | Add +10.9% | 61 | $5K |
| Benson Wealth Management INC | 0.01% | No change | 60 | $5K |
| IMA Advisory Services, Inc. | 0.00% | Add +51.3% | 59 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 58 | $5K |
| JPL Wealth Management, LLC | 0.00% | New | 54 | $5K |
| Wiser Advisor Group LLC | 0.01% | No change | 54 | $5K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 49 | $4K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 47 | $4K |
| Nemes Rush Group LLC | 0.00% | Reduce -7.8% | 47 | $4K |
| American Capital Advisory, LLC | 0.00% | Add +187.5% | 46 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 45 | $4K |
| EFG International AG | 0.00% | New | 42 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +272.7% | 41 | $3K |
| Ballast Advisors LLC | 0.00% | New | 40 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 39 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.6% | 39 | $3K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -62.8% | 38 | $3K |
| Key Financial Inc | 0.00% | Reduce -28.0% | 36 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 34 | $3K |
| Kilter Group LLC | 0.00% | Add +3.0% | 34 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 34 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 28 | $2K |
| City State Bank | 0.00% | No change | 26 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 25 | $2K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -50.0% | 25 | $2K |
| Tidemark, LLC | 0.00% | No change | 25 | $2K |
| Burk Holdings LLC | 0.00% | New | 24 | $2K |
| MBM Wealth Consultants, LLC | 0.00% | New | 24 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 24 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -36.8% | 24 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 22 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 22 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 19 | $2K |
| Bayforest Capital Ltd | 0.00% | Reduce -85.1% | 17 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 17 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 16 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.3% | 12 | $1K |
| LRI Investments, LLC | 0.00% | No change | 12 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 12 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 10 | $846 |
| Gen-Wealth Partners Inc | 0.00% | Add +25.0% | 10 | $846 |
| MidFirst Bank | 0.00% | New | 9 | $761 |
| Abound Wealth Management | 0.00% | No change | 8 | $677 |
| Horizon Investments, LLC | 0.00% | New | 8 | $677 |
| Trust Co | 0.00% | No change | 6 | $508 |
| Frazier Financial Advisors, LLC | 0.00% | New | 4 | $339 |
| RMG Wealth Management LLC | 0.00% | No change | 2 | $193 |
"% of holder's portfolio" is NGG's weight in each manager's 13F, not the share of National Grid PLC-SP ADR the manager owns.