National Grid PLC-SP ADRNGG
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $202.9M |
| Exits | 43 | $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.