NextpowerNXT

13F holders, Q4 2025 (December 31)
607holders +63
108new positions
59sold out
8famous investors
$87.07avg. 13F price*

At the end of Q4 2025, 607 institutions reported holding Nextpower Inc. (NXT) in their 13F filings, up 63 from Q3 2025. 108 opened new positions and 59 sold out. The largest holders were BlackRock, Inc. ($2.1B), FMR LLC ($1.5B) and Vanguard Group Inc. ($1.2B). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
Nextpower Inc.
CUSIP
65290E101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 455Q1 2024Q2 2024: 445Q2 2024Q3 2024: 416Q3 2024Q4 2024: 436Q4 2024Q1 2025: 473Q1 2025Q2 2025: 512Q2 2025Q3 2025: 544Q3 2025Q4 2025: 607Q4 2025Q1 2026: 702Q1 2026Q2 2026: 727Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$209.2M
Exits59$202.6M

All 13F filers, Q3 2025 → Q4 2025: 20,172,357 shares bought and 16,377,449 shares sold, net +3,794,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 607 holders

BlackRock, Inc. 0.04% Add +0.8% 24,312,686 $2.1B
FMR LLC 0.08% Add +162.3% 17,211,078 $1.5B
Vanguard Group Inc. 0.02% Reduce -0.4% 14,106,121 $1.2B
Primecap Management Co. 0.46% Reduce -6.8% 6,951,597 $605.6M
State Street Corp. 0.02% Reduce -1.1% 5,331,335 $464.4M
Wellington Management Group LLP 0.06% Reduce -14.0% 4,168,528 $363.1M
Geode Capital Management, LLC 0.02% Add +6.3% 4,021,741 $350.4M
Invesco Ltd. 0.02% Add +5.1% 2,864,660 $249.5M
Pictet Asset Management Holding SA 0.24% Reduce -23.7% 2,781,746 $242.3M
T. Rowe Price Associates Inc. 0.02% Add +4.8% 2,429,410 $211.6M
Dimensional Fund Advisors LP 0.04% Add +0.1% 2,358,805 $205.5M
Norges Bank 0.02% — 1,962,097 $170.9M
Alliancebernstein L.P. 0.05% Add +367.0% 1,816,857 $158.3M
Charles Schwab Investment Management Inc. 0.02% Add +0.7% 1,815,130 $158.1M
Northern Trust Corp. 0.02% Reduce -5.8% 1,776,210 $154.7M
Amundi 0.05% Reduce -18.7% 1,716,848 $149.5M
Handelsbanken Fonder AB 0.42% Reduce -27.7% 1,607,867 $140.1M
UBS Group AG 0.02% Add +23.2% 1,365,092 $118.9M
William Blair Investment Management, LLC 0.33% Reduce -7.3% 1,362,794 $118.7M
JPMorgan Chase & Co. 0.01% Reduce -17.6% 1,360,803 $118.5M
Fuller & Thaler Asset Management, Inc. 0.38% Add +10.5% 1,293,747 $112.7M
Goldman Sachs Group Inc. 0.02% Add +32.1% 1,288,280 $112.2M
Bank of America Corp. 0.01% Add +12.4% 1,165,465 $101.5M
Deutsche Bank AG 0.03% Reduce -40.7% 1,109,239 $96.6M
Westfield Capital Management Co. LP 0.40% Reduce -22.0% 1,090,300 $95.0M
Earnest Partners LLC 0.40% Reduce -16.6% 1,066,748 $92.9M
Nuveen, LLC 0.02% Reduce -7.3% 1,030,779 $89.8M
T. Rowe Price Investment Management, Inc. 0.05% Reduce -7.5% 989,562 $86.2M
Bank of New York Mellon Corp 0.02% Reduce -7.2% 983,661 $85.7M
Morgan Stanley 0.01% Reduce -0.3% 973,500 $84.8M
Robeco Schweiz AG 1.77% Reduce -0.9% 905,310 $78.9M
Lord, Abbett & Co. LLC 0.24% Add +142.3% 848,110 $73.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% Reduce -14.6% 813,637 $70.9M
Nomura Asset Management International Inc. 0.11% — 810,092 $70.6M
Driehaus Capital Management LLC 0.47% Add +74.4% 799,738 $69.7M
Erste Asset Management GmbH 0.55% Reduce -2.8% 719,647 $64.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +19.4% 736,677 $64.2M
Storebrand Asset Management As 0.17% Reduce -16.4% 724,880 $63.1M
American Century Companies Inc. 0.03% Add +6.2% 717,856 $62.5M
Wedge Capital Management L L P 1.00% Reduce -38.4% 639,680 $55.7M
Electron Capital Partners, LLC 2.56% Add +11.5% 631,726 $55.0M
Allianz Asset Management GmbH 0.06% Reduce -23.9% 604,333 $52.6M
Wells Fargo & Company 0.01% Reduce -25.8% 597,425 $52.0M
Voya Investment Management LLC 0.06% Reduce -5.0% 583,078 $50.8M
Janus Henderson Group PLC 0.02% Reduce -36.5% 581,508 $50.6M
First Trust Advisors LP 0.03% Add +0.9% 525,654 $45.8M
Principal Financial Group Inc. 0.02% Reduce -37.0% 504,444 $43.9M
Encompass Capital Advisors LLC 2.08% Reduce -58.0% 499,837 $43.5M
Ameriprise Financial Inc. 0.01% Reduce -34.4% 463,856 $40.4M
Neuberger Berman Group LLC 0.03% Add +47.5% 448,201 $39.0M
Skandinaviska Enskilda Banken AB (publ) 0.16% Reduce -37.4% 447,076 $38.9M
Rhumbline Advisers 0.03% Reduce -11.6% 445,410 $38.8M
Algert Global LLC 0.60% Reduce -19.6% 443,454 $38.6M
Federated Hermes, Inc. 0.06% Add +24.5% 440,646 $38.4M
Assetmark, Inc. 0.08% Add +342159.2% 427,824 $37.3M
Legal & General Group Plc 0.01% Add +4.6% 414,304 $36.1M
Tudor Investment Corporation 0.20% Add +134.2% 403,073 $35.1M
New York State Common Retirement Fund 0.05% Reduce -15.6% 395,548 $34.5M
Granahan Investment Management, LLC 1.44% Reduce -7.3% 384,710 $33.5M
Susquehanna International Group, LLP 0.04% Add +801.0% 375,484 $32.7M
Centiva Capital, LP 1.95% New 369,253 $32.2M
Barclays PLC 0.01% Add +7.9% 368,718 $32.1M
Scopus Asset Management, L.P. 0.84% Reduce -27.2% 344,813 $30.0M
Goodman Financial Corp 5.44% Reduce -0.1% 330,023 $28.7M
FIL Ltd 0.02% Add +12.4% 320,337 $27.9M
One Fin Capital Management LP 9.93% Reduce -28.6% 300,000 $26.1M
Victory Capital Management Inc. 0.01% Reduce -32.5% 298,696 $26.0M
Perpetual Ltd 0.37% Add +2865.3% 291,693 $25.4M
Swiss National Bank 0.02% Add +1.8% 291,620 $25.4M
Sei Investments Co. 0.02% Reduce -9.2% 280,891 $24.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -3.3% 272,195 $23.7M
Arbejdsmarkedets Tillaegspension 0.58% — 262,576 $22.9M
&partners 0.12% Add +4406.4% 261,823 $22.8M
Bridgewater Associates 0.08% Add +184.7% 254,733 $22.2M
California Public Employees Retirement System 0.01% Reduce -0.0% 252,051 $22.0M
GMO 0.06% Reduce -43.3% 248,612 $21.7M
Wealth High Governance Asset Management Ltda. 3.80% — 244,105 $21.3M
Danske Bank A/S 0.05% Reduce -49.0% 229,354 $20.0M
Fort Washington Investment Advisors Inc. 0.11% Reduce -27.3% 226,979 $19.8M
AQR Capital Management 0.01% Reduce -41.8% 222,653 $19.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +24.1% 220,506 $19.2M
Franklin Resources Inc. 0.00% Add +110.0% 219,501 $19.1M
Prudential Financial Inc. 0.02% Reduce -13.2% 194,777 $17.0M
Russell Investments Group, Ltd. 0.02% Reduce -0.2% 191,238 $16.7M
Foresight Group Ltd Liability Partnership 2.43% Reduce -33.0% 184,857 $16.2M
Retirement Systems of Alabama 0.05% Reduce -0.5% 178,089 $15.5M
DekaBank Deutsche Girozentrale 0.03% No change 320,263 $15.5M
North Point Portfolio Managers Corp. 2.49% Add +0.2% 168,792 $14.7M
Nordea Investment Management AB 0.01% Reduce -12.7% 162,756 $14.3M
State of Wisconsin Investment Board 0.03% Add +2.1% 163,173 $14.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.81% Add +52.3% 163,000 $14.2M
Tenzing Global Management, LLC 12.01% Add +225.0% 162,500 $14.2M
Swedbank AB 0.01% Add +16.9% 159,500 $13.9M
Wealth High Governance Capital Ltda 3.98% New 155,895 $13.6M
BW Gestao de Investimentos Ltda. 0.48% New 155,895 $13.6M
Blue Door Asset Management, LLC 8.24% Reduce -45.5% 151,000 $13.2M
MetLife Investment Management, LLC 0.06% Reduce -5.1% 150,482 $13.1M
Clear Harbor Asset Management, LLC 0.88% Reduce -0.6% 147,668 $12.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -4.2% 147,070 $12.8M
Credit Agricole S A 0.04% Add +76.8% 146,655 $12.8M
Axiom Investors LLC 0.11% New 145,640 $12.7M
STRS Ohio 0.05% Add +31.7% 144,900 $12.6M
Abacus FCF Advisors LLC 1.65% New 144,761 $12.6M
New York State Teachers Retirement System 0.02% Add +4.0% 143,526 $12.5M
Raymond James Financial Inc. 0.00% Reduce -1.5% 140,299 $12.2M
California State Teachers Retirement System 0.01% Add +0.0% 139,480 $12.2M
Qube Research & Technologies Ltd 0.02% Reduce -75.3% 139,272 $12.1M
Robeco Institutional Asset Management B.V. 0.02% Reduce -5.6% 138,965 $12.1M
Reynders McVeigh Capital Management, LLC 0.53% Add +10.9% 129,867 $11.3M
Teacher Retirement System of Texas 0.04% Reduce -68.9% 127,609 $11.1M
Nomura Holdings Inc. 0.03% Add +178.7% 126,427 $11.0M
Bessemer Group Inc. 0.02% Add +1.6% 123,785 $10.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.38% — 120,003 $10.5M
Millennium Management 0.01% Reduce -46.5% 118,383 $10.3M
Segall Bryant & Hamill, LLC 0.14% New 118,338 $10.3M
Frontier Capital Management Co. LLC 0.11% Reduce -16.2% 114,115 $9.9M
Creative Planning 0.01% Add +11.6% 113,824 $9.9M
Trillium Asset Management, LLC 0.30% Reduce -12.6% 109,570 $9.7M
Comerica Bank 0.04% Reduce -48.1% 111,539 $9.7M
Jefferies Financial Group Inc. 0.08% Add +1091.2% 111,250 $9.7M
Envestnet Asset Management Inc. 0.00% Add +3.7% 108,673 $9.5M
Castleark Management LLC 0.27% Reduce -9.9% 105,484 $9.2M
Royal Bank of Canada 0.00% Reduce -36.6% 103,714 $9.0M
Citigroup Inc. 0.01% Add +49.7% 101,695 $8.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +3.2% 98,519 $8.6M
Jacobs Levy Equity Management, Inc. 0.03% New 97,206 $8.5M
BNP Paribas Financial Markets 0.01% Reduce -18.8% 97,047 $8.5M
Candriam S.C.A. 0.04% Reduce -29.9% 95,834 $8.3M
KBC Group NV 0.02% Add +0.5% 94,725 $8.3M
Merewether Investment Management, LP 0.18% Reduce -68.3% 88,975 $7.8M
Intech Investment Management LLC 0.07% Reduce -29.8% 87,652 $7.6M
Walleye Capital LLC 0.05% New 85,937 $7.5M
State of Tennessee, Department of Treasury 0.02% Reduce -4.1% 61,904 $7.2M
Corbyn Investment Management Inc. 3.35% Reduce -1.6% 81,638 $7.1M
Tidal Investments LLC 0.03% Add +93.1% 81,019 $7.1M
Renaissance Capital LLC 5.05% Reduce -36.0% 80,407 $7.0M
Alps Advisors Inc. 0.04% Reduce -9.0% 80,084 $7.0M
Portolan Capital Management, LLC 0.37% New 79,789 $7.0M
Jennison Associates LLC 0.00% Add +24.9% 79,777 $6.9M
Tocqueville Asset Management L.P. 0.10% Reduce -28.1% 78,970 $6.9M
Lombard Odier Asset Management (Europe) Ltd 0.52% Reduce -81.4% 77,916 $6.8M
Informed Momentum Co LLC 0.76% New 77,814 $6.8M
Nia Impact Advisors, LLC 2.17% Reduce -13.8% 74,117 $6.5M
Renaissance Group LLC 0.26% New 73,688 $6.4M
De Lisle Partners LLP 0.82% Add +37.7% 73,000 $6.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +0.5% 72,862 $6.3M
New Age Alpha Advisors, LLC 0.27% Reduce -32.9% 72,696 $6.3M
Aventail Capital Group, LP 0.36% New 72,590 $6.3M
Teachers Retirement System of the State of Kentucky 0.05% Add +7.5% 71,755 $6.3M
Hel Ved Capital Management Ltd 2.14% Reduce -5.2% 71,195 $6.2M
Andrew Hill Investment Advisors, Inc. 4.65% Add +31.2% 70,025 $6.1M
Nishkama Capital, LLC 0.81% New 68,404 $6.0M
Lisanti Capital Growth, LLC 1.37% Add +19.0% 66,175 $5.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -38.7% 60,594 $5.6M
LPL Financial LLC 0.00% Reduce -6.7% 63,962 $5.6M
Estate Counselors, LLC 0.46% No change 62,622 $5.5M
Amalgamated Bank 0.04% Reduce -3.8% 62,408 $5.4M
Globeflex Capital L P 0.83% Reduce -7.0% 62,343 $5.4M
Mutual of America Capital Management LLC 0.06% Reduce -9.6% 61,755 $5.4M
DNB Asset Management AS 0.02% Reduce -0.9% 60,793 $5.3M
Bank of Montreal 0.00% Add +4.2% 60,307 $5.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.20% No change 59,534 $5.2M
Thrivent Financial for Lutherans 0.01% Reduce -7.7% 59,312 $5.2M
Groupe la Francaise 0.07% Add +5.4% 58,604 $5.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% New 58,323 $5.1M
Limestone Investment Advisors LP 3.46% Reduce -2.0% 55,314 $4.8M
Roubaix Capital, LLC 2.02% New 54,513 $4.7M
Van Eck Associates Corp. 0.00% Reduce -3.4% 53,811 $4.7M
Arrowstreet Capital, Limited Partnership 0.00% New 53,710 $4.7M
Cinctive Capital Management LP 0.27% New 52,867 $4.6M
Man Group plc 0.01% Add +15.8% 52,837 $4.6M
Zacks Investment Management 0.04% Reduce -7.9% 52,521 $4.6M
State of New Jersey Common Pension Fund D 0.02% Reduce -2.3% 52,226 $4.5M
Los Angeles Capital Management LLC 0.02% Reduce -14.1% 45,456 $4.5M
Yousif Capital Management, LLC 0.05% Reduce -1.1% 46,452 $4.5M
Elo Mutual Pension Insurance Co 0.07% Reduce -2.8% 51,277 $4.5M
E. Ohman J:or Asset Management AB 0.10% Reduce -10.5% 51,098 $4.5M
Occam Crest Management LP 3.12% Add +11.1% 50,000 $4.4M
Cohen & Steers, Inc. 0.01% Reduce -10.3% 49,376 $4.3M
Cerity Partners LLC 0.01% Reduce -24.0% 49,046 $4.3M
Palo Duro Investment Partners, LP 1.28% Reduce -49.7% 48,912 $4.3M
Asset Management One Co., Ltd. 0.01% Reduce -19.0% 46,973 $4.2M
Renaissance Technologies 0.01% Reduce -95.0% 48,300 $4.2M
Osterweis Capital Management Inc. 0.24% New 48,250 $4.2M
Aberdeen Group plc 0.01% Reduce -27.0% 48,135 $4.2M
Harbor Capital Advisors, Inc. 0.32% Reduce -31.0% 47,906 $4.2M
Prudential PLC 0.03% Add +13.1% 47,609 $4.1M
Summit Securities Group LLC 0.73% Add +64.5% 47,000 $4.1M
AMF Tjanstepension AB 0.03% No change 46,535 $4.1M
SG Americas Securities, LLC 0.01% Reduce -2.8% 46,087 $4.0M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -1.7% 45,974 $4.0M
Assenagon Asset Management S.A. 0.01% Reduce -44.3% 44,557 $3.9M
Stratos Wealth Advisors, LLC 0.19% Reduce -2.0% 44,467 $3.9M
Moody Aldrich Partners LLC 0.70% New 43,037 $3.7M
HSBC Holdings PLC 0.00% Reduce -4.8% 42,662 $3.7M
Arizona State Retirement System 0.02% Reduce -5.6% 41,299 $3.6M
Louisiana State Employees Retirement System 0.06% Reduce -0.2% 41,100 $3.6M
Clayton Partners LLC 2.52% Reduce -1.0% 40,100 $3.5M
Ameritas Investment Partners, Inc. 0.10% Reduce -2.0% 39,250 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -3.2% 39,226 $3.4M
Federation des caisses Desjardins du Quebec 0.01% Add +6.5% 37,408 $3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -2.2% 37,133 $3.2M
Global Alpha Capital Management Ltd. 0.20% Add +1.9% 37,019 $3.2M
Weiss Asset Management LP 0.06% New 35,886 $3.1M
Becker Capital Management Inc. 0.09% Reduce -1.3% 35,222 $3.1M
State of Michigan Retirement System 0.01% Reduce -0.3% 35,100 $3.1M
ProShare Advisors LLC 0.01% Add +7.8% 34,427 $3.0M
Triasima Portfolio Management inc. 0.45% New 34,396 $3.0M
Horizon Investments, LLC 0.04% Reduce -53.9% 33,243 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.7% 33,200 $2.9M
Duff & Phelps Investment Management Co. 0.03% Add +3.1% 33,054 $2.9M
Graphene Investments SAS 1.79% Reduce -15.3% 32,800 $2.9M
KLP Kapitalforvaltning As 0.01% Add +5.8% 32,695 $2.8M
Graybill Wealth Management, LTD. 0.82% Reduce -1.1% 31,974 $2.8M
Marshall Wace, LLP 0.00% Reduce -8.0% 31,554 $2.7M
NFJ Investment Group, LLC 0.10% Reduce -40.9% 31,484 $2.7M
Clear Creek Financial Management, LLC 0.22% New 30,836 $2.7M
Union Bancaire Privee, UBP SA 0.03% Add +147.9% 32,671 $2.7M
Banque Cantonale Vaudoise 0.09% Reduce -0.9% 30,174 $2.6M
New Mexico Educational Retirement Board 0.08% No change 30,000 $2.6M
Oregon Public Employees Retirement Fund 0.03% Reduce -0.5% 29,630 $2.6M
State Board of Administration of Florida Retirement System 0.00% No change 29,450 $2.6M
Hussman Strategic Advisors, Inc. 0.62% Add +40.0% 29,400 $2.6M
Lazard Asset Management LLC 0.00% Add +133.8% 28,081 $2.4M
Atala Financial Inc 1.55% Reduce -3.4% 27,956 $2.4M
Daiwa Securities Group Inc. 0.01% Reduce -12.1% 27,000 $2.4M
Jupiter Asset Management Ltd. 0.02% Add +0.3% 26,706 $2.3M
Maxi Investments CY Ltd 0.42% New 26,500 $2.3M
Brookfield Corp 0.00% Reduce -12.0% 26,212 $2.3M
Figure 8 Investment Strategies LLC 2.02% Reduce -1.8% 26,009 $2.3M
Private Client Services, LLC 0.68% Reduce -9.8% 24,821 $2.2M
D. E. Shaw & Co. 0.00% Reduce -92.5% 24,522 $2.1M
Ensign Peak Advisors, Inc 0.00% Reduce -2.7% 24,293 $2.1M
Green Alpha Advisors, LLC 1.94% Reduce -3.5% 24,262 $2.1M
Holocene Advisors, LP 0.00% New 24,207 $2.1M
South Dakota Investment Council 0.04% Reduce -8.4% 24,117 $2.1M
Gateway Investment Advisers LLC 0.02% Add +215.1% 24,006 $2.1M
Mariner, LLC 0.00% Add +49.4% 23,761 $2.1M
Pathstone Holdings, LLC 0.01% Reduce -15.9% 23,073 $2.0M
Cetera Investment Advisers 0.00% Add +11.8% 22,800 $2.0M
OMERS ADMINISTRATION Corp 0.01% Reduce -35.2% 22,617 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.2% 22,580 $2.0M
Virtus Advisers, LLC 0.94% No change 22,405 $2.0M
Empirical Finance, LLC 0.09% No change 22,390 $2.0M
Vestcor Inc 0.05% Add +480.8% 21,947 $1.9M
Pacer Advisors, Inc. 0.01% Add +10.1% 21,717 $1.9M
Arosa Capital Management LP 1.21% New 21,608 $1.9M
Virtus Family Office LLC 1.61% Reduce -3.0% 21,453 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.0% 20,108 $1.9M
Cypress Capital, LLC 0.52% Reduce -8.6% 21,326 $1.9M
Arkadios Wealth Advisors 0.04% Reduce -13.0% 20,661 $1.8M
Osaic Holdings, Inc. 0.00% Add +19.6% 20,285 $1.8M
Kestra Private Wealth Services, LLC 0.02% Add +26.8% 20,199 $1.8M
Moody National Bank Trust Division 0.16% Add +13.7% 19,645 $1.7M
Xponance LLC 0.01% Reduce -11.2% 19,601 $1.7M
Jackson Creek Investment Advisors LLC 0.50% Reduce -38.3% 19,255 $1.7M
Viking Fund Management LLC 0.19% Reduce -13.6% 19,000 $1.7M
Stifel Financial Corp. 0.00% Add +8.5% 18,662 $1.6M
Formula Growth Ltd. 0.63% Reduce -25.4% 18,640 $1.6M
Legato Capital Management LLC 0.14% Add +76.7% 18,275 $1.6M
Leibman Financial Services, Inc. 1.14% Add +3.4% 18,069 $1.6M
HighTower Advisors, LLC 0.00% Reduce -34.1% 17,132 $1.5M
Cim, LLC 0.19% New 16,555 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +4.5% 16,462 $1.4M
Gotham Asset Management 0.01% Reduce -37.0% 15,958 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.5% 14,919 $1.4M
Martingale Asset Management L P 0.03% Reduce -30.2% 15,665 $1.4M
Natixis Advisors, LLC 0.00% Reduce -71.0% 15,511 $1.4M
State of Alaska, Department of Revenue 0.01% Reduce -3.3% 15,379 $1.3M
Williamson Legacy Group, LLC 1.04% New 15,256 $1.3M
Quantinno Capital Management LP 0.00% Add +99.4% 15,249 $1.3M
Shelton Capital Management 0.03% Reduce -0.5% 15,213 $1.3M
Atria Investments, Inc 0.01% Reduce -24.0% 15,187 $1.3M
Quadrant Capital Group LLC 0.04% Add +2.2% 15,037 $1.3M
Polianta Ltd 0.17% New 15,000 $1.3M
Mercer Global Advisors Inc. 0.00% Add +7.9% 14,601 $1.3M
Caxton Associates LLP 0.02% Add +78.6% 14,399 $1.3M
Abacus Wealth Partners, LLC 0.12% New 13,970 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -7.0% 13,723 $1.2M
Acadian Asset Management LLC 0.00% Add +2668.0% 13,563 $1.2M
Legacy Bridge, LLC 0.48% Add +1.5% 13,470 $1.2M
Altshuler Shaham Ltd 0.02% Add +6.2% 13,424 $1.2M
Lido Advisors, LLC 0.00% Reduce -4.6% 14,447 $1.1M
Versor Investments LP 0.18% Reduce -11.2% 13,113 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +19.1% 13,096 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +10.2% 12,859 $1.1M
FORA Capital, LLC 0.13% Add +282.6% 12,794 $1.1M
Burney Co./ 0.03% Reduce -1.2% 12,577 $1.1M
Public Employees Retirement Association of Colorado 0.00% No change 12,276 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -46.9% 12,038 $1.0M
Captrust Financial Advisors 0.00% Reduce -13.2% 12,017 $1.0M
New York Life Investment Management LLC 0.01% Reduce -12.6% 11,911 $1.0M
Meeder Asset Management Inc. 0.06% Reduce -1.1% 11,838 $1.0M
Unified Investment Management 1.04% Reduce -11.3% 11,765 $1.0M
Boston Partners 0.00% Reduce -1.9% 11,745 $1.0M
Horizon Investment Services, LLC 0.36% Add +124.8% 11,569 $1.0M
Rithm Capital Corp. 2.33% No change 11,500 $1.0M
XTX Topco Ltd 0.03% Add +162.4% 11,358 $989K
Azzad Asset Management Inc. 0.10% New 11,345 $988K
Mackenzie Financial Corp. 0.00% Add +19.1% 11,015 $957K
Vise Technologies, Inc. 0.02% Add +12.3% 10,923 $952K
Lazard Freres Gestion S.A.S. 0.02% No change 10,850 $945K
Securian Asset Management, Inc. 0.04% Reduce -2.6% 10,793 $940K
Trust Investment Advisors 0.50% Add +10.7% 10,719 $934K
Prescott Group Capital Management, L.L.C. 0.08% No change 10,451 $910K
Swiss Life Asset Management Ltd 0.00% Add +53.0% 10,319 $899K
MML Investors Services, LLC 0.00% Reduce -46.1% 10,189 $888K
Ethic Inc. 0.01% Add +16.0% 10,167 $886K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.8% 10,093 $879K
Itau Unibanco Holding S.A. 0.02% New 10,044 $875K
US Bancorp \de 0.00% Add +109.9% 9,965 $868K
Fortis Capital Advisors, LLC 0.12% Reduce -14.1% 9,659 $841K
Belpointe Asset Management LLC 0.03% Reduce -14.1% 9,659 $841K
Cibc World Markets Corp. 0.00% — 9,659 $841K
Interval Partners, LP 0.02% Reduce -39.1% 9,627 $839K
Verition Fund Management LLC 0.00% Reduce -76.9% 9,600 $836K
Guggenheim Capital LLC 0.01% Add +12.7% 9,544 $831K
Evergreen Capital Management LLC 0.02% Add +8.5% 9,528 $830K
Clark Capital Management Group, Inc. 0.01% New 9,281 $808K
Rockefeller Capital Management L.P. 0.00% Add +451.0% 9,274 $808K
Leonteq Securities AG 0.04% Add +14.1% 9,143 $796K
OP Asset Management Ltd 0.01% Add +39.9% 9,083 $791K
Praxis Investment Management Inc. 0.05% No change 9,050 $788K
First Citizens Bank & Trust Co. 0.02% Add +2.1% 8,992 $783K
Sumitomo Life Insurance Co. 0.02% New 8,932 $778K
PFG Advisors 0.04% Add +4.1% 8,828 $769K
Vestmark Advisory Solutions, Inc. 0.01% New 8,638 $752K
Greenwich Wealth Management LLC 0.03% No change 8,445 $736K
Illinois Municipal Retirement Fund 0.01% New 8,373 $729K
Odyssean, LLC 0.52% — 8,330 $726K
Essex Investment Management Co. LLC 0.11% No change 8,326 $725K
Glenmede Trust Co. NA 0.00% — 8,288 $722K
Advisors Asset Management, Inc. 0.01% Add +14.0% 8,226 $717K
Crossmark Global Holdings, Inc. 0.01% Add +12.8% 8,193 $714K
Cambria Investment Management, L.P. 0.04% Reduce -23.4% 7,608 $663K
Laird Norton Wetherby Trust Company, LLC 0.01% New 7,480 $652K
Parallel Advisors, LLC 0.01% Add +3.1% 7,385 $643K
Bradley Foster & Sargent Inc. 0.01% Reduce -20.6% 7,331 $639K
Meitav Investment House Ltd. 0.01% Reduce -12.1% 7,300 $636K
Fideuram Asset Management (Ireland) dac 0.05% — 7,000 $622K
Flputnam Investment Management Co. 0.01% New 7,065 $615K
Evexia Wealth LLC 0.17% New 6,477 $613K
Nisa Investment Advisors, LLC 0.00% Add +10.1% 7,030 $612K
Lombard Odier Asset Management (USA) Corp 0.33% Reduce -64.4% 7,022 $612K
Abel Hall, LLC 0.14% Add +151.7% 6,920 $603K
Steward Partners Investment Advisory, LLC 0.00% Add +27.8% 6,882 $599K
AlphaQuest LLC 0.03% Add +24.4% 6,529 $569K
M&T Bank Corp 0.00% Add +52.2% 6,511 $567K
North Star Investment Management Corp. 0.04% Reduce -18.8% 6,500 $566K
IHT Wealth Management, LLC 0.01% No change 6,486 $565K
Tower Research Capital LLC (TRC) 0.01% Reduce -29.8% 6,456 $562K
Moran Wealth Management, LLC 0.02% Reduce -33.4% 6,433 $560K
Pinnacle Wealth Management Group, Inc. 0.28% Add +3.2% 6,368 $555K
Advisory Services Network, LLC 0.01% Add +0.5% 6,346 $553K
Jane Street Group, LLC 0.00% Add +2.5% 6,131 $534K
Triglav Investments, D.O.O. 0.03% New 6,100 $531K
Profund Advisors LLC 0.02% Add +0.7% 6,042 $526K
Fred Alger Management, LLC 0.00% No change 6,018 $524K
Cwm, LLC 0.00% Add +3.2% 5,978 $521K
Vident Advisory, LLC 0.00% Reduce -10.8% 5,926 $516K
Janney Montgomery Scott LLC 0.00% Add +25.9% 5,844 $509K
Boothbay Fund Management, LLC 0.01% Reduce -10.4% 5,837 $508K
Vontobel Holding Ltd. 0.00% New 5,819 $507K
Chesapeake Capital Corp. 0.42% No change 5,756 $501K
Counterpoint Mutual Funds LLC 0.04% New 5,738 $500K
Massachusetts Financial Services Co. 0.00% New 5,718 $498K
Park Avenue Securities LLC 0.00% Add +20.3% 5,679 $495K
Aviva PLC 0.00% Reduce -19.5% 5,571 $485K
Brooklyn Investment Group 0.02% New 5,329 $481K
Integrated Wealth Concepts LLC 0.01% Add +0.6% 5,510 $480K
CIBC Asset Management Inc 0.00% Add +19.9% 5,491 $478K
Commonwealth Equity Services, LLC 0.00% Reduce -5.7% 5,309 $462K
Truist Financial Corp. 0.00% Add +16.6% 5,248 $457K
Sage Rhino Capital LLC 0.09% Add +0.7% 5,247 $457K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.0% 5,242 $457K
Great Lakes Advisors, LLC 0.00% Reduce -6.5% 5,189 $452K
Ieq Capital, LLC 0.00% Reduce -44.2% 5,175 $451K
IFP Advisors, Inc 0.01% Add +3.2% 5,097 $444K
Polymer Capital Management (US) LLC 0.06% New 5,051 $440K
Balyasny Asset Management L.P. 0.00% New 5,014 $437K
Keebeck Wealth Management 0.05% New 4,995 $435K
Forum Financial Management, LP 0.01% Add +0.1% 4,973 $433K
Boston Family Office LLC 0.03% No change 4,969 $433K
Ballentine Partners, LLC 0.01% Reduce -1.8% 4,868 $424K
United Capital Financial Advisors, LLC 0.00% Reduce -24.6% 4,734 $412K
GAMMA Investing LLC 0.02% Add +18.0% 4,698 $409K
Left Brain Wealth Management, LLC 0.14% New 4,695 $409K
Fox Run Management, L.L.C. 0.06% Reduce -13.3% 4,661 $406K
Osbon Capital Management LLC 0.37% — 4,526 $394K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 4,489 $391K
AIA Group Ltd 0.01% Reduce -36.9% 4,423 $385K
LSV Asset Management 0.00% No change 4,400 $383K
Gabelli Funds LLC 0.00% Add +43.9% 4,375 $381K
CoreCap Advisors, LLC 0.01% New 4,305 $375K
Kestra Advisory Services, LLC 0.00% Reduce -2.6% 4,244 $370K
Capstone Investment Advisors, LLC 0.00% Reduce -45.1% 4,214 $367K
State of Wyoming 0.04% Reduce -46.8% 4,213 $367K
Ameritas Advisory Services, LLC 0.01% New 4,175 $364K
AE Wealth Management LLC 0.00% Reduce -0.6% 4,163 $363K
Shay Capital LLC 0.06% Reduce -18.0% 4,100 $357K
Hantz Financial Services, Inc. 0.01% Add +101.5% 4,104 $357K
Caitlin John, LLC 0.23% New 4,039 $352K
Sequoia Financial Advisors, LLC 0.00% New 4,027 $351K
SCP Investment, LP 0.28% Reduce -71.6% 3,888 $339K
Farther Finance Advisors, LLC 0.00% Add +44.1% 3,725 $324K
Caprock Group, LLC 0.01% Add +5.5% 3,679 $320K
Commerce Bank 0.00% Reduce -0.5% 3,650 $318K
Fifth Third Wealth Advisors LLC 0.01% Add +0.3% 3,637 $317K
VARCOV Co. 0.12% — 3,540 $308K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 3,408 $297K
Stratos Wealth Partners, LTD. 0.00% Add +6.0% 3,402 $296K
Canada Pension Plan Investment Board 0.00% Reduce -97.6% 3,400 $296K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +14.2% 3,353 $292K
QRG Capital Management, Inc. 0.00% New 3,322 $289K
TFB Advisors LLC 0.08% New 3,289 $287K
CSS LLC 0.05% Reduce -22.6% 3,289 $287K
Clearstead Advisors, LLC 0.00% Add +119.3% 3,277 $285K
Signaturefd, LLC 0.00% Add +4.1% 3,216 $280K
Wealth Alliance, LLC 0.03% New 3,150 $274K
WealthTrust Axiom LLC 0.07% Reduce -1.6% 3,124 $272K
Venturi Wealth Management, LLC 0.01% No change 3,101 $270K
GTS Securities LLC 0.01% Reduce -16.4% 3,087 $269K
GW Henssler & Associates Ltd. 0.01% Reduce -24.9% 3,049 $266K
Stirlingshire Investments, Inc. 0.23% — 3,034 $264K
denkapparat Operations GmbH 0.14% No change 3,002 $262K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -0.0% 2,979 $260K
Jones Financial Companies LLLP 0.00% Reduce -40.7% 2,977 $259K
Compound Planning, Inc. 0.01% New 2,926 $255K
Exchange Traded Concepts, LLC 0.00% New 2,884 $251K
Merit Financial Group, LLC 0.00% New 2,754 $240K
HB Wealth Management, LLC 0.00% New 2,737 $238K
Tred Avon Family Wealth, LLC 0.08% New 2,727 $238K
Rehmann Capital Advisory Group 0.01% New 2,680 $233K
Eurizon Capital SGR S.p.A. 0.00% — 2,682 $233K
American Trust Investment Advisors, LLC 0.12% Reduce -27.2% 2,675 $233K
Advyzon Investment Management, LLC 0.03% Reduce -14.9% 2,663 $232K
McGuire Capital Advisors Inc. 0.15% — 2,646 $230K
Fielder Capital Group LLC 0.05% New 2,637 $230K
Coldstream Capital Management Inc. 0.00% New 2,630 $229K
Retirement Guys Formula LLC 0.10% Reduce -8.2% 2,621 $228K
WINTON GROUP Ltd 0.01% New 2,600 $226K
New Vernon Capital Holdings II LLC 0.11% Reduce -56.7% 2,557 $223K
Raiffeisen Bank International AG 0.00% Reduce -23.2% 2,461 $222K
Blair William & Co. 0.00% Reduce -43.0% 2,548 $222K
Avantax Planning Partners, Inc. 0.01% New 2,539 $221K
Highland Capital Management, LLC 0.01% New 2,508 $218K
Rafferty Asset Management, LLC 0.00% New 2,494 $217K
Syon Capital LLC 0.01% New 2,487 $217K
Neo Ivy Capital Management 0.03% Reduce -89.9% 2,453 $214K
Sterling Capital Management LLC 0.00% Add +6.1% 2,446 $213K
Impact Partnership Wealth, LLC 0.03% New 2,416 $210K
Greenleaf Trust 0.00% New 2,412 $210K
Hartline Investment Corp./ 0.02% New 2,400 $209K
Marex Group Ltd 0.00% New 2,390 $208K
Snowden Capital Advisors LLC 0.01% New 2,383 $208K
Covenant Partners, LLC 0.06% New 2,379 $207K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 2,342 $205K
Equitable Holdings, Inc. 0.00% Reduce -23.6% 2,344 $204K
Atlas Capital Advisors Inc. 0.02% — 1,080 $199K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +10.0% 2,200 $192K
1620 Investment Advisors, Inc. 0.12% No change 1,975 $172K
UMB Bank, n.a. 0.00% Add +16.2% 1,783 $155K
Cetera Trust Company, N.A 0.08% No change 1,741 $152K
Hilltop National Bank 0.04% Reduce -33.1% 1,726 $150K
Nkcfo LLC 0.04% Add +0.9% 1,680 $146K
C M Bidwell & Associates Ltd. 0.07% Add +1.2% 1,652 $144K
Centaurus Financial, Inc. 0.01% New 1,615 $141K
M&G PLC 0.00% New 1,557 $135K
Edmond DE Rothschild Holding S.A. 0.00% New 1,500 $131K
Central Pacific Bank - Trust Division 0.02% Reduce -41.7% 1,457 $127K
Farmers & Merchants Investments Inc. 0.00% Add +0.6% 1,433 $125K
Millstone Evans Group, LLC 0.07% No change 1,327 $116K
EverSource Wealth Advisors, LLC 0.00% Add +12.2% 1,314 $114K
Fifth Third Bancorp 0.00% Add +2.6% 1,297 $113K
Murphy & Mullick Capital Management Corp 0.07% No change 1,125 $98K
Rothschild Investment LLC 0.01% Add +0.9% 1,061 $92K
CIBC Private Wealth Group LLC 0.00% Add +39.5% 925 $81K
Capital Advisors, Ltd. LLC 0.01% No change 815 $71K
Covestor Ltd 0.03% Reduce -6.8% 749 $65K
Blue Trust, Inc. 0.00% Add +6.9% 710 $62K
MAI Capital Management 0.00% Reduce -5.0% 649 $57K
NewEdge Advisors, LLC 0.00% Reduce -96.8% 630 $55K
University of Texas/Texas Am Investment Management Co. 0.01% Add +60.3% 625 $54K
Cullen/Frost Bankers, Inc. 0.00% Add +11.1% 620 $54K
Bruce G. Allen Investments, LLC 0.04% Reduce -7.0% 615 $54K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 500 $53K
Pinnacle Wealth Planning Services, Inc. 0.01% New 546 $48K
Trust Co. of Vermont 0.00% No change 525 $46K
Rakuten Securities, Inc. 0.01% Add +324.8% 514 $45K
Nomura Asset Management Co. Ltd. 0.00% No change 480 $42K
Kemnay Advisory Services Inc. 0.01% New 442 $39K
Arax Advisory Partners 0.00% Reduce -97.5% 424 $37K
Baillie Gifford & Co. 0.00% Add +76.5% 420 $37K
SBI Securities Co., Ltd. 0.00% Reduce -19.2% 417 $36K
Private Wealth Asset Management, LLC 0.00% Add +16.4% 391 $34K
Silicon Valley Capital Partners 0.00% No change 385 $34K
Huntington National Bank 0.00% Add +480.3% 383 $33K
Root Financial Partners, LLC 0.00% Add +13.6% 343 $30K
SageView Advisory Group, LLC 0.00% New 338 $29K
Whittier Trust Co. of Nevada Inc. 0.00% Add +268.7% 306 $28K
Public Employees Retirement System of Ohio 0.00% Add +17.3% 318 $28K
Whittier Trust Co. 0.00% No change 287 $26K
Costello Asset Management, INC 0.01% No change 300 $26K
Smartleaf Asset Management LLC 0.00% Add +107.6% 299 $26K
American Capital Advisory, LLC 0.01% No change 262 $23K
Contravisory Investment Management, Inc. 0.00% No change 256 $22K
TD Waterhouse Canada Inc. 0.00% Add +66.0% 244 $21K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -51.1% 242 $21K
Parkside Financial Bank & Trust 0.00% Add +24.0% 238 $21K
Johnson Financial Group, Inc. 0.00% No change 231 $20K
Richardson Capital Management LLC 0.01% No change 230 $20K
Entrust Financial LLC 0.01% — 209 $18K
Financial Consulate, Inc. 0.00% No change 200 $17K
Brown Brothers Harriman & Co. 0.00% No change 200 $17K
Trust Co. of Toledo NA 0.00% No change 198 $17K
CENTRAL TRUST Co 0.00% No change 183 $16K
Allianz SE 0.00% New 180 $16K
Flagship Harbor Advisors, LLC 0.00% New 177 $15K
Keating Financial Advisory Services, Inc. 0.00% — 171 $15K
Essential Partners LLC 0.00% Add +35.8% 167 $15K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 156 $14K
Bullock Wealth Management Group 0.01% — 153 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 150 $13K
Ogorek Anthony Joseph /NY/ 0.00% No change 155 $13K
Matrix Trust Co 0.00% New 146 $13K
Signature Equity Partners, LLC 0.01% — 148 $13K
Wolff Wiese Magana LLC 0.01% No change 133 $12K
Tradewinds Capital Management, LLC 0.00% No change 130 $11K
Greykasell Wealth Strategies, Inc. 0.00% No change 127 $11K
Versant Capital Management, Inc 0.00% Add +8.9% 122 $11K
Sankala Group LLC 0.01% — 95 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.8% 114 $10K
DT Investment Partners, LLC 0.00% No change 107 $9K
Zions Bancorporation, National Association 0.00% New 107 $9K
Commonwealth Retirement Investments LLC 0.00% New 100 $9K
City State Bank 0.00% No change 100 $9K
Private Trust Co. NA 0.00% New 98 $9K
Bell Investment Advisors, Inc 0.00% Add +32.9% 97 $8K
Larson Financial Group LLC 0.00% Add +8.1% 94 $8K
JFS Wealth Advisors, LLC 0.00% Add +55.9% 92 $8K
MTM Investment Management, LLC 0.00% No change 90 $8K
Manchester Capital Management LLC 0.00% Add +833.3% 84 $7K
Financial Perspectives, Inc 0.00% No change 84 $7K
WPG Advisers, LLC 0.01% New 81 $7K
Armstrong Advisory Group, Inc. 0.00% No change 81 $7K
Hillsdale Investment Management Inc. 0.00% New 80 $7K
Pinnacle Bancorp, Inc. 0.00% No change 76 $7K
Vermillion & White Wealth Management Group, LLC 0.00% No change 72 $6K
Tidemark, LLC 0.00% No change 69 $6K
Bartlett & Co. Wealth Management LLC 0.00% New 69 $6K
Sycomore Asset Management 0.00% No change 700 $6K
Darwin Wealth Management, LLC 0.00% New 60 $5K
Clearstead Trust, LLC 0.00% No change 58 $5K
Salomon & Ludwin, LLC 0.00% Add +165.0% 53 $5K
True Wealth Design, LLC 0.00% Reduce -1.9% 52 $5K
Core Alternative Capital 0.00% No change 52 $5K
SouthState Bank Corp 0.00% Add +82.1% 51 $4K
High Note Wealth, LLC 0.00% Reduce -3.8% 51 $4K
Harbour Investments, Inc. 0.00% Add +9.5% 46 $4K
Geneos Wealth Management Inc. 0.00% No change 43 $4K
Fortitude Family Office, LLC 0.00% Add +13.5% 42 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% New 37 $3K
Rosenberg Matthew Hamilton 0.00% No change 36 $3K
St Germain D J Co. Inc. 0.00% No change 35 $3K
Caitong International Asset Management Co., Ltd 0.00% New 33 $3K
Golden State Wealth Management, LLC 0.00% Add +50.0% 30 $3K
IMA Advisory Services, Inc. 0.00% Add +625.0% 29 $3K
Elyxium Wealth, LLC 0.00% New 27 $2K
Rossby Financial, LCC 0.00% New 26 $2K
Atwood & Palmer Inc. 0.00% No change 24 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +76.9% 23 $2K
Avion Wealth 0.00% No change 32 $2K
Physician Wealth Advisors, Inc. 0.00% Add +23.5% 21 $2K
Chilton Capital Management LLC 0.00% New 21 $2K
Crews Bank & Trust 0.00% No change 21 $2K
Game Plan Financial Advisors, LLC 0.00% No change 20 $2K
New Millennium Group LLC 0.00% No change 19 $2K
Bare Financial Services, Inc 0.00% New 19 $2K
J.Safra Asset Management Corp 0.00% New 18 $2K
Bayban 0.00% — 17 $1K
Kilter Group LLC 0.00% New 14 $1K
Optima Capital LLC 0.00% New 14 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +85.7% 13 $1K
SJS Investment Consulting Inc. 0.00% No change 11 $959
Hilton Head Capital Partners, LLC 0.00% — 11 $958
Rialto Wealth Management, LLC 0.00% Add +25.0% 10 $872
Transamerica Financial Advisors, LLC 0.00% No change 10 $871
HFM Investment Advisors, LLC 0.00% No change 9 $784
Sunbelt Securities, Inc. 0.00% No change 9 $784
Basecamp Wealth Advisors LLC 0.00% — 8 $697
Bogart Wealth, LLC 0.00% No change 8 $697
Valued Wealth Advisors LLC 0.00% Add +40.0% 7 $610
Richardson Financial Services Inc. 0.00% New 7 $610
Marquette Asset Management, LLC 0.00% New 7 $610
Godfrey Financial Associates, Inc. 0.00% — 6 $523
Prestige Wealth Management Group LLC 0.00% No change 6 $523
Trust Co 0.00% New 6 $523
Retirement Wealth Solutions LLC 0.00% New 5 $436
Oakworth Capital, Inc. 0.00% No change 5 $436
MV Capital Management, Inc. 0.00% No change 4 $349
Highline Wealth Partners LLC 0.00% No change 4 $348
Legacy Wealth Managment, LLC 0.00% No change 3 $262
Principia Wealth Advisory, LLC 0.00% New 3 $261
Financial Management Professionals, Inc. 0.00% New 3 $261
Dunhill Financial, LLC 0.00% New 2 $211
Seneschal Advisors, LLC 0.00% No change 2 $175
TD Private Client Wealth LLC 0.00% New 2 $174

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