National Grid PLC-SP ADRNGG

13F holders, Q2 2026 (June 30)
618holders +28
68new positions
43sold out
10famous investors
$82.88avg. 13F price*

At the end of Q2 2026, 618 institutions reported holding National Grid PLC-SP ADR (NGG) in their 13F filings, up 28 from Q1 2026. 68 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($398.8M), FMR LLC ($392.0M) and JPMorgan Chase & Co. ($310.9M). 10 famous investors held it, including Jim Simons / Peter Brown (0.2% 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

0200400600800 Q1 2024: 449Q1 2024Q2 2024: 419Q2 2024Q3 2024: 469Q3 2024Q4 2024: 449Q4 2024Q1 2025: 466Q1 2025Q2 2025: 501Q2 2025Q3 2025: 508Q3 2025Q4 2025: 544Q4 2025Q1 2026: 590Q1 2026Q2 2026: 618Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions68$202.9M
Exits43$31.7M

All 13F filers, Q1 2026 → Q2 2026: 8,935,060 shares bought and 5,006,392 shares sold, net +3,928,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 618 holders

Bank of America Corp. 0.03% Add +7.4% 4,812,152 $398.8M
FMR LLC 0.02% Reduce -16.4% 4,730,132 $392.0M
JPMorgan Chase & Co. 0.02% Add +80.3% 3,711,225 $310.9M
Morgan Stanley 0.02% Add +6.3% 3,575,054 $296.3M
Natixis Advisors, LLC 0.23% Add +7.8% 2,444,770 $202.6M
Federated Hermes, Inc. 0.29% Add +11.9% 2,397,738 $198.7M
Jones Financial Companies LLLP 0.08% Add +5.3% 2,272,626 $188.7M
WCM Investment Management, LLC 0.33% New 2,191,417 $183.6M
Goldman Sachs Group Inc. 0.02% Reduce -0.9% 2,176,462 $180.4M
Royal Bank of Canada 0.03% Add +5.2% 2,165,393 $179.4M
Envestnet Asset Management Inc. 0.04% Add +28.0% 2,099,207 $174.0M
Renaissance Technologies 0.22% Reduce -12.7% 1,894,298 $157.0M
Northern Trust Corp. 0.02% Add +60.5% 1,851,040 $153.4M
BlackRock, Inc. 0.00% Add +18.9% 1,536,450 $127.3M
Milford Funds Ltd. 2.06% Reduce -13.8% 1,529,471 $126.7M
Wells Fargo & Company 0.02% Add +9.2% 1,463,830 $121.3M
Raymond James Financial Inc. 0.03% Add +7.5% 1,459,378 $120.9M
Brandes Investment Partners, LP 0.78% Add +2.6% 1,345,982 $111.5M
Connor, Clark & Lunn Investment Management Ltd. 0.17% Reduce -41.5% 1,079,413 $89.5M
Standard Investments LLC 4.28% Reduce -6.3% 925,000 $76.7M
Dimensional Fund Advisors LP 0.01% Add +2.7% 915,839 $75.9M
LPL Financial LLC 0.02% Reduce -0.7% 872,761 $72.3M
Cullen Capital Management, LLC 0.66% Add +2.7% 815,548 $67.6M
D. E. Shaw & Co. 0.04% Add +64.0% 688,532 $57.1M
Causeway Capital Management LLC 0.53% Add +9.6% 590,240 $48.9M
Ameriprise Financial Inc. 0.01% Add +3.4% 479,737 $39.6M
Bank of Montreal 0.01% Reduce -57.1% 455,287 $37.7M
Manufacturers Life Insurance Company, The 0.03% Add +0.1% 444,926 $36.9M
Clark Capital Management Group, Inc. 0.19% Reduce -50.2% 429,028 $35.6M
Stifel Financial Corp. 0.03% Add +21.4% 372,089 $30.8M
American Century Companies Inc. 0.01% Add +12.3% 367,231 $30.4M
Quantinno Capital Management LP 0.04% Add +32.7% 356,707 $29.6M
Nuveen, LLC 0.01% Add +14.9% 309,958 $25.2M
Abc Arbitrage SA 2.70% Reduce -15.0% 301,977 $25.0M
UBS Group AG 0.00% Reduce -3.1% 293,437 $24.3M
Bank of New York Mellon Corp 0.00% Reduce -8.3% 276,705 $22.9M
Jane Street Group, LLC 0.01% Reduce -18.2% 263,927 $21.9M
Ferguson Wellman Capital Management, Inc. 0.26% Add +1.4% 255,077 $21.1M
Beck Bode, LLC 2.76% Add +3.4% 220,124 $18.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +18.1% 219,968 $18.2M
Lockheed Martin Investment Management Co. 0.70% Reduce -0.2% 214,300 $17.8M
Creative Planning 0.01% Add +23.1% 201,014 $16.7M
Charles Schwab Investment Management Inc. 0.00% Add +5.7% 199,343 $16.5M
Truist Financial Corp. 0.02% Add +8.6% 194,580 $16.1M
Hennessy Advisors Inc. 0.51% Add +7.2% 194,044 $16.1M
Millennium Management 0.01% Add +122.9% 191,014 $15.8M
Massachusetts Financial Services Co. 0.00% Reduce -0.4% 174,115 $15.0M
Invesco Ltd. 0.00% Reduce -1.1% 160,049 $13.3M
Cetera Investment Advisers 0.01% Add +5.9% 159,614 $13.2M
Citadel Advisors 0.01% Reduce -41.7% 156,179 $12.9M
AQR Capital Management 0.00% Add +88.2% 153,204 $12.7M
Guardian Partners Inc. 1.07% Reduce -16.3% 143,310 $11.9M
Pathstone Holdings, LLC 0.03% Add +17.1% 136,087 $11.3M
Oppenheimer Asset Management Inc. 0.12% Add +1.1% 136,185 $11.3M
Crossmark Global Holdings, Inc. 0.14% Add +20.0% 133,089 $11.0M
MML Investors Services, LLC 0.02% Add +29.4% 130,538 $10.8M
Barclays PLC 0.00% Add +74.7% 129,449 $10.7M
Clearbridge Investments, LLC 0.01% Reduce -1.5% 129,424 $10.7M
Tidal Investments LLC 0.03% Add +4.4% 127,969 $10.6M
Miller Howard Investments Inc. 0.28% Add +6.1% 127,803 $10.6M
Gabelli Funds LLC 0.06% Reduce -0.2% 119,300 $9.9M
M&T Bank Corp 0.03% Add +63.5% 112,638 $9.3M
QRG Capital Management, Inc. 0.07% Add +7.2% 109,112 $9.0M
Point72 Asset Management 0.01% Reduce -44.2% 108,332 $9.0M
GQG Partners LLC 0.02% Add +1620.6% 101,755 $8.4M
M. Kulyk & Associates, LLC 1.36% Add +10.4% 100,641 $8.3M
XTX Topco Ltd 0.11% Reduce -29.5% 100,601 $8.3M
Sei Investments Co. 0.01% Add +2.9% 99,975 $8.3M
Janney Montgomery Scott LLC 0.01% Add +1.6% 90,516 $7.5M
Neuberger Berman Group LLC 0.01% Add +36.4% 89,486 $7.4M
Corient Private Wealth LP 0.01% Add +3.0% 86,620 $7.2M
Silvercrest Asset Management Group LLC 0.05% Reduce -6.8% 84,638 $7.0M
Capital Innovations LLC 1.82% — 84,370 $7.0M
&partners 0.03% Add +5.2% 81,806 $6.8M
Ramirez Asset Management, Inc. 0.70% Add +8.7% 80,618 $6.7M
Zions Bancorporation, National Association 0.40% Add +10.3% 80,498 $6.7M
Commonwealth Equity Services, LLC 0.01% Reduce -13.0% 80,249 $6.7M
PNC Financial Services Group, Inc. 0.00% Add +41.7% 78,329 $6.5M
O'shaughnessy Asset Management, LLC 0.03% Add +8.6% 76,696 $6.4M
DAVENPORT & Co LLC 0.03% Add +10.9% 75,863 $6.3M
Gilman Hill Asset Management, LLC 0.80% Add +3.6% 69,612 $5.8M
Atria Investments, Inc 0.06% Add +6.4% 67,245 $5.6M
HighTower Advisors, LLC 0.01% Add +27.2% 66,567 $5.5M
Equitable Trust Co. 0.23% New 66,089 $5.5M
Sanctuary Advisors, LLC 0.03% Add +11.7% 66,003 $5.5M
Gradient Investments LLC 0.07% Add +6.1% 65,039 $5.4M
Osaic Holdings, Inc. 0.01% Add +10.0% 64,865 $5.4M
LMR Partners LLP 0.05% Reduce -41.7% 62,901 $5.2M
Mercer Global Advisors Inc. 0.01% Add +15.4% 62,191 $5.2M
Marshall Wace, LLP 0.00% Add +885.1% 62,059 $5.1M
Cidel Asset Management Inc. 0.25% Reduce -17.3% 61,790 $5.1M
Capital Fund Management S.A. 0.04% Add +198.7% 61,001 $5.1M
HRT Financial LP 0.01% Reduce -56.4% 59,810 $5.0M
Mariner, LLC 0.01% Reduce -0.9% 58,137 $4.8M
TD Private Client Wealth LLC 0.09% Add +6.1% 57,639 $4.8M
Pittenger & Anderson Inc. 0.17% No change 57,145 $4.7M
TriCert Investment Counsel Inc. 0.44% — 56,745 $4.7M
Zevin Asset Management LLC 0.66% Reduce -13.9% 56,586 $4.7M
CIBC Asset Management Inc 0.01% Add +4.5% 55,275 $4.6M
Cerity Partners LLC 0.01% Add +8.0% 54,091 $4.5M
Cibc World Market Inc. 0.01% Add +6.2% 53,518 $4.4M
Old Port Advisors 0.83% Reduce -0.0% 50,971 $4.2M
Vident Advisory, LLC 0.03% Add +137.3% 50,224 $4.2M
Citigroup Inc. 0.00% Add +201.3% 49,779 $4.1M
Strategy Asset Managers LLC 0.61% Add +4.4% 49,645 $4.1M
First Bank & Trust 0.59% Reduce -10.9% 48,073 $4.0M
Assetmark, Inc. 0.01% Add +16.6% 47,451 $3.9M
Hantz Financial Services, Inc. 0.05% Add +0.7% 46,202 $3.8M
National Bank of Canada 0.00% Add +2.0% 46,067 $3.8M
Callan Family Office, LLC 0.07% Add +4.0% 45,669 $3.8M
Quantbot Technologies LP 0.15% Add +135.9% 44,883 $3.7M
Benjamin Edwards Inc. 0.03% Add +11.8% 44,004 $3.6M
Vanguard Personalized Indexing Management, LLC 0.03% Add +6.8% 42,346 $3.5M
T. Rowe Price Associates Inc. 0.00% Reduce -6.4% 42,180 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -9.5% 42,117 $3.5M
1832 Asset Management L.P. 0.00% Add +0.1% 41,619 $3.4M
Park Avenue Securities LLC 0.02% Reduce -19.8% 41,097 $3.4M
Factory Mutual Insurance Co. 0.03% Reduce -16.7% 40,638 $3.4M
Two Sigma Investments, LP 0.00% Add +82.3% 40,300 $3.3M
Captrust Financial Advisors 0.01% Add +71.7% 39,795 $3.3M
Vestmark Advisory Solutions, Inc. 0.03% Reduce -1.8% 37,747 $3.1M
Quadrant Capital Group LLC 0.08% Reduce -1.8% 36,115 $3.0M
Russell Investments Group, Ltd. 0.00% Add +36.7% 35,824 $3.0M
US Bancorp \de 0.00% Reduce -2.5% 34,479 $2.9M
JCIC Asset Management Inc. 0.83% No change 32,180 $2.7M
Fulton Bank, N.A. 0.08% Add +10.2% 31,544 $2.6M
Ethic Inc. 0.03% Add +9.2% 31,279 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +17.2% 31,300 $2.6M
Henry James International Management Inc. 0.76% Add +0.1% 30,745 $2.5M
Focus Partners Wealth 0.00% Add +3.4% 30,612 $2.5M
Campbell & CO Investment Adviser LLC 0.13% Reduce -66.5% 29,602 $2.5M
Franklin Resources Inc. 0.00% Add +159.5% 28,864 $2.4M
Perpetual Ltd 0.03% Add +9.7% 28,478 $2.4M
Engineers Gate Manager LP 0.03% Add +73.7% 28,117 $2.3M
Vise Technologies, Inc. 0.03% Add +8.5% 27,832 $2.3M
Kestra Advisory Services, LLC 0.01% Add +2.4% 27,574 $2.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -34.8% 26,850 $2.2M
Choreo, LLC 0.02% Add +88.0% 26,727 $2.2M
Flow Traders U.S. LLC 0.09% Add +28.3% 26,656 $2.2M
Bollard Group LLC 0.07% No change 26,342 $2.2M
Rhumbline Advisers 0.00% Add +10.4% 26,312 $2.2M
Naviter Wealth, LLC 0.20% Add +27.0% 25,630 $2.2M
Raleigh Capital Management Inc. 0.69% Add +10.3% 26,012 $2.2M
Bleakley Financial Group, LLC 0.03% Add +24.4% 26,010 $2.2M
Ieq Capital, LLC 0.01% Add +15.6% 26,007 $2.2M
Northside Capital Management, LLC 0.18% Reduce -9.9% 25,805 $2.1M
First Trust Advisors LP 0.00% Reduce -4.9% 25,351 $2.1M
Elevation Point Wealth Partners, LLC 0.04% Add +166.9% 24,642 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +5.5% 24,531 $2.0M
Glenmede Trust Co. NA 0.01% Add +173.9% 24,192 $2.0M
Lido Advisors, LLC 0.01% Add +45.1% 23,946 $2.0M
Signaturefd, LLC 0.03% Add +2.6% 23,872 $2.0M
Summit Global Investments 0.11% Add +51.3% 23,716 $2.0M
Flputnam Investment Management Co. 0.02% Reduce -1.0% 23,435 $1.9M
Lester Murray Antman dba SimplyRich 0.45% Add +350.0% 62,150 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.6% 22,846 $1.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +91.5% 22,774 $1.9M
Bessemer Group Inc. 0.00% Add +3187.7% 22,619 $1.9M
Fisher Asset Management 0.00% Reduce -0.5% 22,537 $1.9M
Wealth Alliance, LLC 0.15% Add +5.4% 22,309 $1.8M
Snowden Capital Advisors LLC 0.04% Add +146.8% 22,192 $1.8M
Verdence Capital Advisors LLC 0.09% Add +8.3% 21,124 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 20,946 $1.7M
Rockefeller Capital Management L.P. 0.00% Reduce -2.1% 20,896 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.03% Reduce -4.5% 20,344 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +6.5% 20,560 $1.7M
First Pacific Financial 0.20% Add +1.9% 20,118 $1.7M
Keybank National Association 0.01% Add +73.1% 20,088 $1.7M
Abel Hall, LLC 0.29% Add +0.2% 19,960 $1.7M
TD Waterhouse Canada Inc. 0.00% Reduce -5.0% 19,097 $1.5M
Regions Financial Corp. 0.01% Add +4.7% 17,496 $1.4M
Syon Capital LLC 0.06% Add +5.9% 17,458 $1.4M
Intrust Bank NA 0.11% Reduce -4.8% 17,177 $1.4M
Qube Research & Technologies Ltd 0.00% Reduce -93.4% 16,940 $1.4M
Caprock Group, LLC 0.03% Add +1.8% 16,457 $1.4M
Jain Global LLC 0.02% Add +347.3% 16,486 $1.4M
Retirement Planning Co of New England, Inc. 0.48% Reduce -1.6% 16,240 $1.3M
LOM Asset Management Ltd 0.34% Add +20.0% 15,904 $1.3M
HB Wealth Management, LLC 0.01% Add +3.7% 15,223 $1.3M
D.A. Davidson & Co. 0.01% Add +30.0% 15,112 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Add +9.9% 15,536 $1.2M
Compound Planning, Inc. 0.03% Add +0.5% 15,019 $1.2M
Qtron Investments LLC 0.17% Reduce -0.1% 15,005 $1.2M
Evergreen Capital Management LLC 0.02% Reduce -6.4% 14,526 $1.2M
Herold Advisors, Inc. 0.23% Add +11.8% 14,125 $1.2M
Advisors Management Group Inc. 0.19% Reduce -3.5% 14,167 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -87.3% 14,140 $1.2M
BNP Paribas Financial Markets 0.00% Reduce -86.1% 14,007 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +12.3% 13,946 $1.2M
Bailard, Inc. 0.02% Add +15.4% 13,927 $1.2M
William John Sempolinski 0.46% Add +4.0% 13,732 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -17.0% 13,667 $1.1M
Storgate, LLC 0.23% Add +227.3% 13,365 $1.1M
Fourpath Capital Management, LLC 0.14% Add +25.4% 13,075 $1.1M
Public Employees Retirement System of Ohio 0.00% New 12,974 $1.1M
Aaron Wealth Advisors LLC 0.05% Reduce -11.4% 12,914 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.39% Add +4.1% 12,802 $1.1M
Mgo One Seven LLC 0.02% Add +10.3% 12,797 $1.1M
GeoWealth Management, LLC 0.03% Add +6.3% 12,583 $1.0M
NewEdge Wealth, LLC 0.01% Add +4.6% 12,525 $1.0M
Argent Trust Co 0.03% Add +1.5% 12,372 $1.0M
Highland Capital Management, LLC 0.05% No change 12,179 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -0.3% 12,102 $1.0M
Voloridge Investment Management, LLC 0.00% New 12,071 $1.0M
Manske Wealth Management 0.25% Reduce -2.6% 12,063 $1000K
Principal Securities, Inc. 0.01% Reduce -41.7% 12,012 $995K
Romano Brothers and Company 0.10% Reduce -0.2% 11,959 $991K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -0.8% 11,788 $977K
GC Wealth Management RIA, LLC 0.06% Add +9.6% 11,736 $973K
Smartleaf Asset Management LLC 0.03% No change 11,345 $950K
Connable Office Inc. 0.08% New 11,420 $946K
Rehmann Capital Advisory Group 0.04% Add +4.7% 11,397 $945K
Guggenheim Capital LLC 0.01% Reduce -11.2% 11,310 $937K
State Street Corp. 0.00% No change 10,953 $931K
Strategic Investment Advisors / MI 0.06% Reduce -7.5% 11,141 $923K
Personal Cfo Solutions, LLC 0.13% New 10,512 $894K
Optiver Holding B.V. 0.01% New 10,646 $882K
AE Wealth Management LLC 0.00% Add +18.0% 10,614 $880K
PFG Investments, LLC 0.03% Reduce -0.0% 10,485 $869K
Ritholtz Wealth Management 0.01% Add +6.5% 10,445 $866K
BKM Wealth Management, LLC 0.31% Add +8.4% 10,408 $863K
Coldstream Capital Management Inc. 0.01% Add +48.7% 10,380 $860K
Code Waechter LLC 0.44% Reduce -10.2% 10,361 $859K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.0% 10,247 $849K
Stratos Wealth Partners, LTD. 0.01% Add +3.5% 10,062 $834K
Venturi Wealth Management, LLC 0.03% Add +60.4% 10,017 $830K
Legacy Wealth Asset Management, LLC 0.18% Add +4.8% 9,772 $810K
Tred Avon Family Wealth, LLC 0.25% Add +1.2% 9,733 $807K
SBI Securities Co., Ltd. 0.02% Add +0.9% 9,676 $802K
Arax Advisory Partners 0.01% Add +93.9% 9,592 $795K
Mystic Asset Management, Inc. 0.17% Add +0.7% 9,549 $791K
Virtu Financial LLC 0.02% Reduce -19.0% 9,514 $788K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -2.2% 9,077 $760K
Prospera Financial Services Inc 0.01% Reduce -1.4% 9,157 $759K
Versant Capital Management, Inc 0.07% Add +3.9% 9,150 $758K
Oppenheimer & Co. Inc. 0.01% Add +17.3% 9,063 $751K
DV Equities, LLC 0.10% — 8,702 $721K
Trust Point Inc. 0.06% Add +8.5% 8,694 $720K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.9% 8,669 $718K
Summit Trail Advisors, LLC 0.01% Reduce -1.9% 8,656 $717K
J.W. Cole Advisors, Inc. 0.01% New 8,650 $717K
Tudor Investment Corporation 0.00% New 8,632 $715K
Stephens Inc. 0.01% Add +7.2% 8,592 $712K
World Investment Advisors 0.01% Reduce -3.8% 8,425 $712K
Global Retirement Partners, LLC 0.01% — 8,520 $706K
Liberty One Investment Management, LLC 0.07% Reduce -1.2% 8,461 $701K
Kestra Private Wealth Services, LLC 0.01% Add +120.4% 8,422 $698K
United Capital Financial Advisors, LLC 0.00% Add +10.9% 8,385 $695K
Barry Investment Advisors, LLC 0.15% Reduce -5.3% 8,377 $694K
Savant Capital, LLC 0.00% Add +75.0% 8,286 $692K
Cape Investment Advisory, Inc. 0.18% Reduce -3.2% 8,296 $688K
Aberdeen Group plc 0.00% No change 8,200 $680K
Optas, LLC 0.10% Add +3.1% 8,186 $678K
Lanark Financial, Inc. 0.05% Reduce -3.1% 8,147 $675K
CIBC Bancorp USA Inc. 0.00% Reduce -6.0% 8,142 $675K
IMC-Chicago, LLC 0.01% New 8,018 $664K
Wealthspire Advisors, LLC 0.00% New 7,911 $656K
FDx Advisors, Inc. 0.20% Add +187.7% 7,887 $654K
Keudell/Morrison Wealth Management 0.12% Add +5.4% 7,886 $654K
Quantum Private Wealth, LLC 0.17% No change 7,865 $652K
Farther Finance Advisors, LLC 0.01% Add +5.3% 7,847 $651K
Ballentine Partners, LLC 0.01% Add +2.6% 7,855 $651K
Blair William & Co. 0.00% Add +6.0% 7,804 $647K
Blue Trust, Inc. 0.01% Reduce -2.1% 7,797 $646K
Merit Financial Group, LLC 0.00% Add +4.8% 7,758 $643K
NewEdge Advisors, LLC 0.00% Add +14.7% 7,701 $638K
Savvy Advisors, Inc. 0.01% Add +15.3% 7,557 $626K
Profund Advisors LLC 0.02% Reduce -2.8% 7,550 $626K
Guardian Capital LP 0.02% Add +12.6% 7,508 $622K
Plimoth Trust Co. LLC 0.12% Reduce -15.0% 7,397 $613K
Future Fund LLC 0.18% Add +1.3% 7,393 $613K
Level Four Advisory Services, LLC 0.02% Add +11.9% 7,369 $611K
J.Safra Asset Management Corp 0.03% Add +7.7% 7,270 $602K
First County Bank 0.28% Reduce -4.2% 7,242 $600K
Private Advisor Group, LLC 0.00% Reduce -50.0% 7,171 $594K
Sterling Capital Management LLC 0.01% Add +2.3% 7,107 $589K
Beacon Pointe Advisors, LLC 0.00% Reduce -39.7% 7,036 $583K
HBK Sorce Advisory LLC 0.01% Add +7.7% 7,237 $581K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.4% 6,982 $579K
Lantz Financial LLC 0.10% Add +11.4% 6,896 $571K
Jeppson Wealth Management, LLC 0.16% No change 6,646 $551K
Kathmere Capital Management, LLC 0.03% Add +53.9% 6,562 $544K
Perigon Wealth Management, LLC 0.01% Add +3.5% 6,496 $538K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +18.9% 6,372 $528K
RNC Capital Management LLC 0.02% Reduce -2.6% 6,280 $520K
Advisory Services Network, LLC 0.01% Add +8.6% 6,212 $515K
Moors & Cabot, Inc. 0.02% Add +0.7% 6,142 $509K
Kingswood Wealth Advisors, LLC 0.02% Add +3.0% 6,122 $507K
Brown, Lisle/Cummings, Inc. 0.11% Add +31.3% 6,114 $507K
Pure Financial Advisors, LLC 0.01% Add +20.4% 6,085 $504K
Centiva Capital, LP 0.02% Reduce -81.0% 5,993 $497K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.9% 5,971 $495K
Waverly Advisors, LLC 0.00% Add +12.8% 5,946 $493K
Steward Partners Investment Advisory, LLC 0.00% Add +27.8% 5,895 $489K
Cordatus Wealth Management LLC 0.10% Add +1.1% 5,760 $477K
Joel Isaacson & Co., LLC 0.01% No change 5,734 $475K
Park Place Capital Corp 0.08% Add +12.0% 5,727 $475K
Hilltop Holdings Inc. 0.04% Reduce -15.2% 5,703 $473K
Samalin Investment Counsel, LLC 0.15% Reduce -2.0% 5,688 $471K
Bridgefront Capital, LLC 0.12% Add +76.9% 5,510 $457K
Anchor Bay Capital, Inc. 0.24% — 5,692 $452K
O'ROURKE & COMPANY, Inc 0.16% Reduce -0.0% 5,442 $451K
Parallel Advisors, LLC 0.01% Add +27.4% 5,416 $449K
Independent Advisor Alliance 0.01% Add +12.1% 5,385 $446K
Prairie Advisory, LLC 0.11% — 5,356 $444K
Valeo Financial Advisors, LLC 0.01% Add +52.3% 5,274 $437K
Summit Financial, LLC 0.00% Add +23.3% 5,255 $435K
Xponance LLC 0.00% New 5,213 $432K
RFG Advisory, LLC 0.01% Add +0.8% 5,200 $431K
IHT Wealth Management, LLC 0.01% Reduce -21.5% 5,189 $430K
Commerce Bank 0.00% Reduce -1.1% 5,177 $429K
Greenleaf Trust 0.00% Reduce -6.6% 5,164 $428K
Indivisible Partners 0.02% New 5,114 $424K
Gallagher Fiduciary Advisors, LLC 0.01% Add +5.8% 5,095 $422K
Allworth Financial LP 0.00% Reduce -12.7% 5,057 $419K
IFP Advisors, Inc 0.01% Add +25.4% 5,046 $418K
Todd Asset Management LLC 0.01% No change 5,042 $418K
Thrivent Financial for Lutherans 0.00% Add +26.4% 5,009 $417K
Viking Fund Management LLC 0.04% No change 5,000 $414K
Quantum Portfolio Management LLC 0.15% New 4,921 $408K
Sage Rhino Capital LLC 0.07% Add +2.9% 4,911 $407K
GAMMA Investing LLC 0.02% Add +6.1% 4,904 $406K
May Hill Capital, LLC 0.08% Add +3.8% 4,795 $397K
Mayflower Financial Advisors, LLC 0.03% Add +19.3% 4,779 $396K
Transamerica Financial Advisors, LLC 0.03% Reduce -23.7% 4,755 $394K
Meridian Wealth Management, LLC 0.01% Reduce -1.0% 4,754 $394K
Formidable Asset Management, LLC 0.06% Add +0.0% 4,599 $389K
Dynasty Wealth Management, LLC 0.00% Add +6.1% 4,566 $378K
Hexagon Capital Partners LLC 0.05% Reduce -16.8% 4,532 $376K
EP Wealth Advisors, LLC 0.00% Add +32.3% 4,465 $370K
Laurel Oak Wealth Management, LLC 0.05% No change 4,445 $368K
Frec Markets, Inc. 0.03% Reduce -0.6% 4,393 $364K
Dynamic Technology Lab Private Ltd 0.08% Reduce -32.5% 4,341 $360K
Focus Partners Advisor Solutions, LLC 0.00% Add +34.3% 4,274 $354K
PDS Planning, Inc 0.02% Add +2.1% 4,248 $352K
Diversify Advisory Services, LLC 0.01% New 4,329 $352K
Diversify Wealth Management, LLC 0.01% Reduce -2.5% 4,329 $352K
American Trust Investment Advisors, LLC 0.17% No change 4,227 $350K
Grove Bank & Trust 0.03% No change 4,227 $350K
Money Concepts Capital Corp. 0.02% Reduce -4.9% 4,224 $350K
Sunpointe, LLC 0.10% Add +9.3% 4,179 $346K
Checchi Capital Advisers, LLC 0.02% Add +0.8% 4,168 $345K
Blueshift Asset Management, LLC 0.08% New 4,037 $335K
Gateway Wealth Partners, LLC 0.02% Reduce -49.1% 3,955 $328K
R Squared Ltd 0.17% New 3,921 $325K
Frank, Rimerman Advisors LLC 0.02% Add +2.2% 3,884 $322K
Alta Capital Management LLC/ 0.02% Reduce -1.9% 3,857 $320K
Modern Wealth Management, LLC 0.00% Add +17.4% 3,853 $319K
HSBC Holdings PLC 0.00% Add +14.8% 3,841 $318K
Focused Alpha, LLC 0.08% Add +11.3% 3,840 $318K
Gotham Asset Management 0.00% No change 3,827 $317K
Advyzon Investment Management, LLC 0.02% Add +6.5% 3,816 $316K
Franklin Street Advisors Inc. 0.02% No change 3,800 $315K
Johnson Investment Counsel Inc. 0.00% Reduce -6.0% 3,790 $314K
Elequin Capital, LP 0.05% Add +25.3% 3,784 $314K
LGT Group Foundation 0.00% Reduce -10.4% 3,770 $312K
Brown Advisory Inc. 0.00% Add +44.6% 3,760 $312K
Aprio Wealth Management, LLC 0.02% Add +13.6% 3,701 $307K
Gallacher Capital Management LLC 0.17% Reduce -40.5% 3,700 $307K
Everett Harris & Co. 0.00% No change 3,682 $305K
Harbour Investments, Inc. 0.00% Reduce -12.3% 3,642 $302K
Advisors Asset Management, Inc. 0.00% Reduce -4.1% 3,639 $302K
Deutsche Bank AG 0.00% Reduce -20.0% 3,599 $298K
Texas Yale Capital Corp. 0.01% Add +6.0% 3,525 $292K
EverSource Wealth Advisors, LLC 0.01% Reduce -26.6% 3,464 $287K
DRW Securities, LLC 0.02% Reduce -79.9% 3,453 $286K
Kintra Wealth, LLC 0.01% New 3,524 $286K
Graney & King, LLC 0.10% No change 3,447 $286K
Mattson Financial Services, LLC 0.06% Add +2.4% 3,459 $285K
55 North Private Wealth, LLC 0.06% New 3,421 $284K
Net Worth Advisory Group 0.07% Reduce -1.1% 3,413 $283K
180 Wealth Advisors, LLC 0.03% Reduce -6.9% 3,403 $282K
Fifth Third Bancorp 0.00% Reduce -4.7% 3,337 $277K
Alliancebernstein L.P. 0.00% Add +3.0% 3,267 $276K
Atlantic Family Wealth, LLC 0.18% No change 3,318 $275K
Kingsview Wealth Management, LLC 0.00% New 3,227 $267K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Add +1.0% 3,220 $267K
Brown Financial Advisors 0.09% Reduce -0.3% 3,219 $267K
High Net Worth Advisory Group LLC 0.06% No change 3,209 $266K
Tower Research Capital LLC (TRC) 0.01% Reduce -91.9% 3,208 $266K
MAI Capital Management 0.00% Add +71.9% 3,131 $259K
HUB Investment Partners, LLC 0.00% New 3,110 $258K
HM Payson & Co. 0.00% Add +11.5% 3,101 $257K
Calydon Capital 0.04% Reduce -9.0% 3,085 $256K
Anchyra Partners LLC 0.06% Add +2.8% 3,068 $254K
Apollon Wealth Management, LLC 0.00% New 3,067 $254K
LongView Wealth Management 0.06% No change 3,047 $253K
Genesis Private Wealth, LLC 0.07% Add +5.1% 3,045 $252K
Capital Investment Advisory Services, LLC 0.02% Add +3.6% 2,983 $247K
71 West Capital Partners 0.01% New 2,955 $245K
Arkadios Wealth Advisors 0.00% Add +5.5% 2,920 $242K
Cozad Asset Management Inc. 0.02% Add +2.1% 2,911 $241K
Sowell Financial Services LLC 0.01% Reduce -26.0% 2,858 $237K
Pursuit Wealth Strategies, LLC 0.31% Add +9.8% 2,857 $237K
GTS Securities LLC 0.00% New 2,793 $231K
Laffer Tengler Investments, Inc. 0.03% No change 2,789 $231K
Aigen Investment Management, LP 0.06% Reduce -84.8% 2,788 $231K
Daymark Wealth Partners, LLC 0.01% Reduce -15.8% 2,775 $230K
Wilmington Savings Fund Society, FSB 0.01% No change 2,745 $227K
Wedmont Private Capital 0.01% Reduce -6.2% 2,748 $227K
Granite Group Advisors, LLC 0.13% New 2,732 $226K
Gsa Capital Partners LLP 0.01% Reduce -59.7% 2,710 $225K
WINTON GROUP Ltd 0.01% Reduce -49.1% 2,700 $224K
Revolve Wealth Partners, LLC 0.02% New 2,692 $223K
Phillips Wealth Planners LLC 0.16% Add +7.2% 2,667 $222K
Brighton Jones LLC 0.00% Add +1.9% 2,674 $222K
Emerald Advisors, LLC 0.03% Add +8.3% 2,669 $221K
Walleye Trading LLC 0.00% New 2,623 $217K
Essex Financial Services, Inc. 0.01% Add +1.7% 2,605 $216K
Clayton Partners LLC 0.14% New 2,591 $215K
OneAscent Family Office, LLC 0.11% New 2,590 $215K
Cresset Asset Management, LLC 0.00% Reduce -19.8% 2,585 $214K
Primoris Wealth Advisors, LLC 0.10% No change 2,572 $213K
Bridgewater Advisors Inc. 0.01% Add +3.5% 2,668 $213K
Equitable Holdings, Inc. 0.00% Reduce -4.7% 2,535 $210K
Composition Wealth, LLC 0.00% Add +2.5% 2,532 $210K
GAMCO Investors 0.00% No change 2,500 $207K
Keel Point, LLC 0.01% Reduce -15.8% 2,481 $206K
Cromwell Holdings LLC 0.09% Add +7.4% 2,480 $206K
OneAscent Financial Services LLC 0.01% Reduce -12.0% 2,471 $205K
Brucke Financial, Inc. 0.09% Reduce -17.5% 2,468 $204K
Resonant Capital Advisors, LLC 0.01% Reduce -9.5% 2,431 $201K
Sigma Planning Corp 0.01% New 2,427 $201K
FLC Capital Advisors 0.03% New 2,420 $201K
Hilltop National Bank 0.04% No change 2,197 $182K
Concord Wealth Partners 0.02% New 2,162 $179K
Huntington National Bank 0.00% Add +21.9% 2,140 $177K
Lloyd Advisory Services, LLC. 0.07% New 2,128 $176K
Private Trust Co. NA 0.01% Add +3.3% 2,087 $173K
New York State Common Retirement Fund 0.00% No change 2,066 $171K
Hartford Financial Management Inc. 0.04% No change 2,000 $166K
Caitong International Asset Management Co., Ltd 0.02% Add +16300.0% 1,968 $163K
Bank of New Hampshire 0.03% No change 1,914 $159K
Clearstead Advisors, LLC 0.00% Add +167.0% 1,853 $154K
Brown Brothers Harriman & Co. 0.00% Reduce -4.8% 1,640 $136K
Montag A & Associates Inc. 0.01% No change 1,515 $126K
V-Square Quantitative Management LLC 0.01% Reduce -0.9% 1,459 $121K
Armstrong Advisory Group, Inc. 0.01% Reduce -0.1% 1,456 $121K
AdvisorNet Financial, Inc 0.01% No change 1,435 $119K
Bayban 0.08% No change 1,270 $105K
Rialto Wealth Management, LLC 0.02% New 1,250 $104K
Barrett & Company, Inc. 0.03% No change 1,223 $101K
Asset Dedication, LLC 0.01% Add +0.8% 1,213 $101K
Eastern Bank 0.00% Add +162.1% 1,119 $93K
Basecamp Wealth Advisors LLC 0.02% No change 1,114 $92K
Truvestments Capital LLC 0.01% No change 1,104 $91K
Bruce G. Allen Investments, LLC 0.06% Reduce -4.7% 1,081 $90K
CENTRAL TRUST Co 0.00% Add +5.8% 973 $81K
Owl Creek Wealth Partners LLC 0.02% No change 972 $81K
MTM Investment Management, LLC 0.02% No change 964 $80K
Aventura Private Wealth, LLC 0.02% Add +11.5% 958 $79K
Larson Financial Group LLC 0.00% Add +1.8% 921 $76K
Trust Co. of Vermont 0.00% — 901 $75K
IFG Advisory, LLC 0.00% New 871 $72K
Paradigm Asset Management Co. LLC 0.01% No change 816 $68K
First Command Advisory Services, Inc. 0.00% Add +30.8% 802 $66K
Rothschild Investment LLC 0.00% Add +2.0% 798 $66K
SHP Wealth Management 0.00% Add +42.3% 781 $65K
Godfrey Financial Associates, Inc. 0.05% Reduce -0.1% 779 $65K
Community Bank, N.A. 0.01% No change 768 $64K
Pin Oak Investment Advisors Inc. 0.04% Add +1.5% 740 $61K
Avion Wealth 0.01% No change 736 $60K
Medallion Wealth Advisors, LLC 0.02% Add +0.4% 707 $58K
First Horizon Corp. 0.00% Add +33.5% 613 $51K
Mather Group, Llc. 0.00% No change 585 $48K
Trust Co. of Toledo NA 0.00% Add +2.8% 582 $48K
Parkside Financial Bank & Trust 0.00% Add +15.4% 569 $47K
Coston, McIsaac & Partners 0.01% No change 577 $47K
High Point Wealth Management, LLC 0.04% No change 559 $46K
Geneos Wealth Management Inc. 0.00% Add +30.2% 526 $44K
ESL Trust Services, LLC 0.01% No change 480 $40K
Richardson Financial Services Inc. 0.02% Reduce -45.5% 472 $39K
Salomon & Ludwin, LLC 0.00% No change 475 $38K
Nisa Investment Advisors, LLC 0.00% Add +11.7% 457 $38K
Westside Investment Management, Inc. 0.00% No change 454 $38K
Walleye Capital LLC 0.00% Reduce -96.3% 440 $36K
Hilton Head Capital Partners, LLC 0.02% No change 439 $36K
Glen Eagle Advisors, LLC 0.00% No change 435 $36K
Addison Advisors LLC 0.02% Reduce -57.8% 417 $35K
Cornerstone Planning Group LLC 0.00% Add +138.6% 408 $34K
Silver Grove Financial Group, Inc. 0.02% Add +227.0% 412 $34K
UMB Bank, n.a. 0.00% No change 399 $33K
Measured Wealth Private Client Group, LLC 0.01% No change 392 $32K
Financial Consulate, Inc. 0.00% Add +8.4% 385 $32K
Wellington-Altus USA Inc. 0.02% No change 351 $30K
True Wealth Design, LLC 0.01% Reduce -13.6% 357 $30K
Cullen/Frost Bankers, Inc. 0.00% No change 334 $28K
Signature Equity Partners, LLC 0.01% Reduce -5.4% 332 $28K
Capital Analysts, LLC 0.00% Reduce -11.1% 319 $27K
SOA Wealth Advisors, LLC. 0.00% Add +60205.1% 23,519 $27K
Richard W. Paul & Associates, LLC 0.01% Add +8.4% 285 $24K
Ancora Advisors LLC 0.00% Reduce -40.6% 281 $23K
Canton Hathaway, LLC 0.00% No change 275 $23K
Continuum Advisory, LLC 0.00% New 264 $22K
Institute for Wealth Management, LLC. 0.00% New 259 $21K
Avalon Trust Co 0.00% No change 255 $21K
Millstone Evans Group, LLC 0.01% No change 250 $21K
Caldwell Trust Co 0.00% Add +7.4% 246 $20K
JFS Wealth Advisors, LLC 0.00% Add +4.8% 240 $20K
Smithfield Trust Co 0.00% No change 222 $19K
GW&K Investment Management, LLC 0.00% Add +2.2% 235 $19K
Triumph Capital Management 0.00% Reduce -8.1% 228 $19K
St Germain D J Co. Inc. 0.00% No change 227 $19K
JPL Wealth Management, LLC 0.00% Add +311.1% 222 $18K
Citizens National Bank Trust Department 0.00% No change 219 $18K
Physician Wealth Advisors, Inc. 0.00% Reduce -0.9% 214 $18K
Buck Wealth Strategies, LLC 0.00% New 212 $18K
Financial Management Professionals, Inc. 0.00% No change 211 $17K
Atlantic Union Bankshares Corp 0.00% No change 200 $17K
Federation des caisses Desjardins du Quebec 0.00% Reduce -41.1% 186 $15K
Planning Strategies Inc. 0.01% — 185 $15K
Gables Capital Management Inc. 0.01% No change 183 $15K
Spire Wealth Management 0.00% No change 182 $15K
Bare Financial Services, Inc 0.00% Add +148.6% 174 $14K
SJS Investment Consulting Inc. 0.00% Add +8.9% 172 $14K
Salem Investment Counselors Inc. 0.00% Reduce -2.3% 168 $14K
NBT Bank, N.A. 0.00% Reduce -20.9% 166 $14K
Ares Financial Consulting, LLC 0.01% No change 161 $13K
Highline Wealth Partners LLC 0.00% No change 161 $13K
Raffa Wealth Management, LLC 0.00% Add +10.4% 159 $13K
Kilter Group LLC 0.00% Add +350.0% 153 $13K
CoreCap Advisors, LLC 0.00% Reduce -24.2% 147 $12K
Bartlett & Co. Wealth Management LLC 0.00% No change 145 $12K
Elevated Capital Advisors, LLC 0.00% No change 144 $12K
Country Trust Bank 0.00% No change 138 $11K
Bogart Wealth, LLC 0.00% Add +6.6% 130 $11K
Activest Wealth Management 0.00% No change 130 $11K
Cornerstone Financial Management LLC 0.01% Add +111.5% 129 $11K
Quest 10 Wealth Builders, Inc. 0.01% No change 128 $11K
Tounjian Advisory Partners, LLC 0.00% New 126 $10K
Manning & Napier Advisors LLC 0.00% Reduce -9.6% 122 $10K
Rosenberg Matthew Hamilton 0.00% No change 121 $10K
Purpose Unlimited Inc. 0.00% Reduce -47.5% 114 $10K
Synergy Investment Management, LLC 0.00% New 121 $10K
WPG Advisers, LLC 0.01% Reduce -9.5% 114 $9K
Pinnacle Bancorp, Inc. 0.00% No change 114 $9K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -86.1% 111 $9K
WealthCollab, LLC 0.00% No change 109 $9K
BOK Financial Private Wealth, Inc. 0.00% New 104 $9K
Archer Investment Corp 0.00% No change 100 $8K
Bangor Savings Bank 0.00% No change 100 $8K
SouthState Bank Corp 0.00% New 100 $8K
Bayforest Capital Ltd 0.01% Add +452.9% 94 $8K
IMA Advisory Services, Inc. 0.00% Add +55.9% 92 $8K
New England Capital Financial Advisors LLC 0.00% No change 91 $8K
Financial Network Wealth Advisors LLC 0.01% No change 91 $8K
Coastline Trust Co 0.00% No change 91 $8K
Basepoint Wealth LLC 0.00% Reduce -51.4% 87 $7K
Principia Wealth Advisory, LLC 0.00% No change 87 $7K
PlanVest Financial, Inc 0.00% Add +1.2% 85 $7K
Rossby Financial, LCC 0.00% Reduce -12.5% 77 $6K
Harbor Asset Planning, Inc. 0.00% No change 76 $6K
Retirement Wealth Solutions LLC 0.00% Reduce -12.8% 75 $6K
Fiduciary Financial Advisors 0.00% New 77 $6K
Proathlete Wealth Management LLC 0.00% No change 71 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 67 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +46.7% 66 $5K
Bell Investment Advisors, Inc 0.00% Reduce -4.7% 61 $5K
Benson Wealth Management INC 0.01% No change 60 $5K
Creative Capital Management Investments LLC 0.00% New 57 $5K
North Star Investment Management Corp. 0.00% Reduce -9.8% 55 $5K
Wiser Advisor Group LLC 0.00% No change 54 $4K
JNBA Financial Advisors 0.00% Add +28.2% 50 $4K
Acumen Wealth Advisors, LLC 0.00% No change 49 $4K
Ameriflex Group, Inc. 0.00% New 47 $4K
Nemes Rush Group LLC 0.00% No change 47 $4K
EFG International AG 0.00% Add +2.4% 43 $4K
N.E.W. Advisory Services LLC 0.00% New 41 $3K
West Paces Advisors Inc. 0.00% New 40 $3K
DecisionPoint Financial, LLC 0.00% No change 38 $3K
Motco 0.00% New 35 $3K
Quent Capital, LLC 0.00% New 35 $3K
Financial Perspectives, Inc 0.00% No change 34 $3K
CVA Family Office, LLC 0.00% No change 34 $3K
Park Square Financial Group, LLC 0.02% Reduce -64.0% 31 $3K
Allied Private Wealth LLC 0.00% — 30 $3K
Noble Wealth Management PBC 0.00% New 28 $2K
Colonial Trust Co / SC 0.00% Add +12.5% 27 $2K
City State Bank 0.00% No change 26 $2K
GoalVest Advisory LLC 0.00% New 26 $2K
Anchor Investment Management, LLC 0.00% No change 25 $2K
Tidemark, LLC 0.00% No change 25 $2K
LRI Investments, LLC 0.00% Add +108.3% 25 $2K
Burk Holdings LLC 0.00% No change 24 $2K
Dunhill Financial, LLC 0.00% Reduce -90.5% 23 $2K
MV Capital Management, Inc. 0.00% Reduce -46.3% 22 $2K
Fortis Group Advisors, LLC 0.00% No change 22 $2K
Arlington Trust Co LLC 0.00% No change 22 $2K
Mondrian Investment Partners LTD 0.00% New 21 $2K
Fairman Group, LLC 0.00% New 19 $2K
GHP Investment Advisors, Inc. 0.00% No change 19 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 18 $2K
Key Capital Management, INC 0.00% New 18 $1K
Key Financial Inc 0.00% Reduce -50.0% 18 $1K
McGuire Capital Advisors Inc. 0.00% New 17 $1K
Dogwood Wealth Management LLC 0.00% No change 17 $1K
Downshift Financial, LLC 0.00% New 17 $1K
American Capital Advisory, LLC 0.00% Reduce -65.2% 16 $1K
Trifecta Capital Advisors, LLC 0.00% New 15 $1K
Highland Investment Advisors LLC 0.00% — 15 $1K
FWL Investment Management, LLC 0.00% New 14 $1K
Elevation Wealth Partners, LLC 0.00% New 12 $995
Creative Financial Designs Inc. 0.00% Reduce -50.0% 12 $984
Plante Moran Financial Advisors, LLC 0.00% New 11 $912
Caldwell Sutter Capital, Inc. 0.00% No change 10 $829
Marshall Investment Management, LLC 0.00% New 10 $829
Gen-Wealth Partners Inc 0.00% No change 10 $829
Monetary Solutions, Ltd 0.00% New 9 $746
MidFirst Bank 0.00% No change 9 $746
Abound Wealth Management 0.00% No change 8 $663
Cassaday & Co Wealth Management LLC 0.00% Reduce -71.4% 8 $663
Mosley Wealth Management 0.00% New 7 $580
Essential Partners LLC 0.00% New 6 $497
Trust Co 0.00% No change 6 $497
Cordant, Inc. 0.00% New 5 $448
Horizon Investments, LLC 0.00% Reduce -37.5% 5 $414
RMG Wealth Management LLC 0.00% No change 2 $184
CKW Financial Group 0.00% New 4 $0

"% 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.