Oge EnergyOGE
13F holders, Q1 2025 (March 31)550holders +9
68new positions
57sold out
7famous investors
$45.96avg. 13F price*
At the end of Q1 2025, 550 institutions reported holding Oge Energy Corp. (OGE) in their 13F filings, up 9 from Q4 2024. 68 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($976.3M) and State Street Corp. ($306.6M). 7 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Oge Energy Corp.
- CUSIP
- 670837103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $107.1M |
| Exits | 57 | $106.1M |
All 13F filers, Q4 2024 → Q1 2025: 9,618,261 shares bought and 8,303,224 shares sold, net +1,315,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 550 holders
| BlackRock, Inc. | 0.03% | Reduce -2.5% | 26,230,412 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.8% | 21,241,720 | $976.3M |
| State Street Corp. | 0.01% | Reduce -5.1% | 6,671,882 | $306.6M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Add +5.9% | 6,538,826 | $300.5M |
| ClearBridge Investments Ltd | 6.64% | Add +11.7% | 5,565,814 | $255.8M |
| Boston Partners | 0.30% | Add +29.1% | 5,401,857 | $248.2M |
| Northern Trust Corp. | 0.02% | Add +0.3% | 3,573,926 | $164.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.9% | 3,528,721 | $162.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +6.0% | 2,438,764 | $112.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.3% | 2,406,158 | $110.6M |
| Macquarie Group Ltd. | 0.13% | Reduce -4.1% | 2,264,997 | $104.1M |
| Duff & Phelps Investment Management Co. | 1.12% | Reduce -0.5% | 2,078,962 | $95.5M |
| Morgan Stanley | 0.01% | Reduce -1.5% | 1,902,507 | $87.4M |
| Franklin Resources Inc. | 0.02% | Reduce -2.3% | 1,717,347 | $78.9M |
| Artisan Partners Limited Partnership | 0.13% | Add +0.9% | 1,691,574 | $77.7M |
| Invesco Ltd. | 0.01% | Add +20.4% | 1,673,459 | $76.9M |
| Norges Bank | 0.01% | No change | 1,669,722 | $76.7M |
| First Trust Advisors LP | 0.06% | Add +133.8% | 1,560,635 | $71.7M |
| Thompson Siegel & Walmsley LLC | 1.11% | Reduce -27.3% | 1,417,822 | $65.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.9% | 1,362,207 | $62.6M |
| Reaves W H & Co. Inc. | 1.43% | Reduce -0.5% | 1,219,631 | $56.1M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -1.2% | 1,188,175 | $54.6M |
| Legal & General Group Plc | 0.01% | Add +1.4% | 1,123,724 | $51.6M |
| Gabelli Funds LLC | 0.39% | Reduce -0.1% | 1,107,000 | $50.9M |
| Aventail Capital Group, LP | 2.40% | No change | 1,055,889 | $48.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +54.5% | 1,043,657 | $48.0M |
| CBRE Investment Management Listed Real Assets LLC | 0.69% | Add +51.4% | 972,864 | $44.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 969,471 | $44.6M |
| California Public Employees Retirement System | 0.03% | Reduce -2.6% | 933,110 | $42.9M |
| Allianz Asset Management GmbH | 0.06% | Reduce -25.3% | 919,105 | $42.2M |
| Merewether Investment Management, LP | 1.53% | Reduce -15.1% | 914,791 | $42.0M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 884,495 | $40.7M |
| Massachusetts Financial Services Co. | 0.01% | New | 879,664 | $40.4M |
| CI Investments Inc. | 0.17% | Reduce -1.2% | 864,240 | $39.7M |
| Old Republic International Corp. | 1.54% | No change | 862,500 | $39.6M |
| Hotchkis & Wiley Capital Management LLC | 0.13% | Reduce -23.4% | 845,326 | $38.9M |
| UBS Group AG | 0.01% | Reduce -20.6% | 765,729 | $35.2M |
| ExodusPoint Capital Management, LP | 0.46% | Reduce -12.3% | 755,981 | $34.7M |
| ProShare Advisors LLC | 0.07% | Reduce -13.3% | 711,128 | $32.7M |
| Miller Howard Investments Inc. | 1.03% | Reduce -0.9% | 705,974 | $32.4M |
| FMR LLC | 0.00% | Reduce -0.5% | 646,415 | $29.7M |
| Balyasny Asset Management L.P. | 0.07% | Add +6.5% | 628,419 | $28.9M |
| Royal London Asset Management Ltd. | 0.07% | Reduce -0.5% | 606,200 | $27.9M |
| Rhumbline Advisers | 0.02% | Reduce -1.1% | 580,199 | $26.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.3% | 560,664 | $25.8M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.9% | 544,417 | $25.0M |
| AQR Capital Management | 0.03% | Add +13.0% | 531,034 | $24.4M |
| Nuveen, LLC | 0.01% | — | 525,261 | $24.1M |
| John G Ullman & Associates Inc. | 3.69% | Reduce -0.9% | 520,384 | $23.9M |
| Segall Bryant & Hamill, LLC | 0.35% | Reduce -2.1% | 498,254 | $22.9M |
| Retirement Systems of Alabama | 0.09% | Add +0.1% | 486,177 | $22.3M |
| Verity & Verity, LLC | 1.96% | Add +1.8% | 484,977 | $22.3M |
| Principal Financial Group Inc. | 0.01% | Add +0.3% | 462,312 | $21.2M |
| Ceredex Value Advisors LLC | 0.45% | Add +6.1% | 444,837 | $20.4M |
| Martingale Asset Management L P | 0.48% | Reduce -3.6% | 407,897 | $18.7M |
| Prudential Financial Inc. | 0.03% | Add +2497.4% | 396,777 | $18.2M |
| Verition Fund Management LLC | 0.11% | Add +417.4% | 395,673 | $18.2M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 389,300 | $17.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Add +0.8% | 383,750 | $17.6M |
| Assetmark, Inc. | 0.05% | Add +3.7% | 376,043 | $17.3M |
| AE Wealth Management LLC | 0.13% | Add +23.0% | 332,894 | $15.3M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -38.1% | 325,000 | $14.9M |
| Voya Investment Management LLC | 0.02% | Add +4.7% | 318,770 | $14.7M |
| Alliancebernstein L.P. | 0.01% | Add +17.6% | 317,381 | $14.6M |
| Epoch Investment Partners, Inc. | 0.07% | Reduce -3.3% | 311,973 | $14.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.9% | 304,496 | $14.0M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -16.8% | 289,006 | $13.3M |
| Wedge Capital Management L L P | 0.25% | Reduce -3.3% | 285,170 | $13.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 282,460 | $13.0M |
| State of Alaska, Department of Revenue | 0.15% | Reduce -7.1% | 279,100 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 277,309 | $12.7M |
| Two Sigma Investments, LP | 0.03% | Add +4311.2% | 273,848 | $12.6M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 271,869 | $12.5M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 271,042 | $12.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.6% | 267,956 | $12.3M |
| Algert Global LLC | 0.30% | No change | 262,049 | $12.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -17.5% | 254,739 | $11.7M |
| LPL Financial LLC | 0.00% | Add +14.7% | 231,189 | $10.6M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -5.8% | 230,425 | $10.6M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.4% | 221,948 | $10.2M |
| Pinebridge Investments, L.P. | 0.08% | Add +7.0% | 218,214 | $10.0M |
| Bridgewater Associates | 0.04% | Add +458.5% | 195,265 | $9.0M |
| California State Teachers Retirement System | 0.01% | Add +2.6% | 192,879 | $8.9M |
| New Age Alpha Advisors, LLC | 0.36% | Add +30.6% | 173,276 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 172,368 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +295.1% | 168,100 | $7.7M |
| Campbell & CO Investment Adviser LLC | 0.54% | New | 152,973 | $7.0M |
| Los Angeles Capital Management LLC | 0.03% | New | 151,861 | $7.0M |
| Squarepoint Ops LLC | 0.02% | Add +117.4% | 147,622 | $6.8M |
| HUB Investment Partners, LLC | 0.27% | Reduce -4.5% | 147,250 | $6.8M |
| Mackenzie Financial Corp. | 0.01% | Reduce -20.9% | 144,167 | $6.6M |
| Jump Financial, LLC | 0.10% | Add +805.2% | 142,780 | $6.6M |
| Vista Investment Partners LLC | 1.98% | Add +0.1% | 141,640 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.4% | 141,385 | $6.5M |
| Sei Investments Co. | 0.01% | Reduce -27.0% | 136,830 | $6.3M |
| Magellan Asset Management Ltd | 0.08% | Reduce -7.5% | 134,896 | $6.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -1.3% | 133,022 | $6.1M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -9.8% | 125,338 | $5.8M |
| Two Sigma Advisers, LP | 0.01% | Add +2234.6% | 121,400 | $5.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -11.2% | 119,787 | $5.5M |
| Creative Planning | 0.01% | Reduce -1.3% | 119,400 | $5.5M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -4.2% | 117,027 | $5.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 115,636 | $5.3M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.5% | 111,567 | $5.1M |
| TD Asset Management Inc | 0.00% | Reduce -2.5% | 111,475 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -4.9% | 111,279 | $5.1M |
| Citigroup Inc. | 0.00% | Add +8.6% | 106,313 | $4.9M |
| Panagora Asset Management Inc. | 0.02% | Reduce -16.1% | 104,292 | $4.8M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.6% | 103,424 | $4.8M |
| Harbor Capital Advisors, Inc. | 0.21% | Add +5.0% | 100,494 | $4.6M |
| Ironwood Investment Counsel, LLC | 0.80% | No change | 100,289 | $4.6M |
| Inspire Trust Co, N.A. | 1.07% | No change | 98,000 | $4.5M |
| Millennium Management | 0.00% | Add +1160.8% | 94,965 | $4.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -2.1% | 92,490 | $4.3M |
| Amalgamated Bank | 0.04% | Reduce -3.7% | 92,111 | $4.2M |
| Barclays PLC | 0.00% | Reduce -40.4% | 91,534 | $4.2M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.1% | 91,460 | $4.2M |
| Dark Forest Capital Management LP | 0.19% | Add +565.4% | 89,709 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.9% | 89,103 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 87,514 | $4.0M |
| Comerica Bank | 0.02% | Reduce -2.7% | 86,271 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +66.5% | 85,995 | $4.0M |
| American Century Companies Inc. | 0.00% | Reduce -31.8% | 85,828 | $3.9M |
| Edgestream Partners, L.P. | 0.13% | Add +613.1% | 85,233 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 84,614 | $3.9M |
| Mariner, LLC | 0.01% | Add +0.2% | 83,667 | $3.8M |
| Quantinno Capital Management LP | 0.03% | Add +73.9% | 83,553 | $3.8M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.6% | 81,774 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.4% | 79,280 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +77.6% | 78,922 | $3.6M |
| Dean Investment Associates, LLC | 0.53% | Reduce -19.6% | 77,701 | $3.6M |
| Alaska Permanent Fund Corp | 0.05% | No change | 77,909 | $3.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.1% | 76,901 | $3.5M |
| JBR Co Financial Management Inc | 2.03% | Add +1.4% | 75,396 | $3.5M |
| Acadian Asset Management LLC | 0.01% | Add +18212.6% | 74,349 | $3.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 74,060 | $3.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.1% | 73,151 | $3.4M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | No change | 73,127 | $3.4M |
| NEOS Investment Management LLC | 0.06% | New | 73,034 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.8% | 72,736 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.2% | 72,214 | $3.3M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -16.9% | 71,940 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +0.3% | 71,892 | $3.3M |
| Capital Fund Management S.A. | 0.04% | New | 71,736 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 70,900 | $3.3M |
| Tema ETFs LLC | 0.97% | New | 70,820 | $3.3M |
| Cwm, LLC | 0.01% | Add +1.0% | 68,558 | $3.2M |
| Mirabella Financial Services LLP | 0.13% | Add +105.1% | 67,831 | $3.1M |
| STRS Ohio | 0.01% | Reduce -11.7% | 66,781 | $3.1M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -1.1% | 64,802 | $3.0M |
| Autumn Glory Partners, LLC | 1.46% | No change | 63,871 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 63,696 | $2.9M |
| Van Eck Associates Corp. | 0.00% | Add +0.7% | 62,958 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Add +864.9% | 62,961 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -29.1% | 62,932 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -40.7% | 62,502 | $2.9M |
| Inspire Advisors, LLC | 0.33% | Add +34.0% | 62,326 | $2.9M |
| Gotham Asset Management | 0.02% | Add +468.4% | 61,831 | $2.8M |
| Alps Advisors Inc. | 0.02% | Add +7.8% | 61,757 | $2.8M |
| Ingalls & Snyder LLC | 0.09% | Reduce -1.6% | 61,339 | $2.8M |
| Renaissance Technologies | 0.00% | Add +277.6% | 61,057 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 60,343 | $2.8M |
| Twin Capital Management Inc. | 0.32% | Reduce -3.9% | 59,377 | $2.7M |
| Arizona State Retirement System | 0.02% | Reduce -1.1% | 57,641 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.9% | 56,300 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 56,120 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.8% | 53,484 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 52,922 | $2.4M |
| South Dakota Investment Council | 0.05% | Reduce -1.5% | 51,237 | $2.4M |
| Fourpath Capital Management, LLC | 0.41% | Reduce -0.2% | 50,672 | $2.3M |
| XTX Topco Ltd | 0.12% | New | 49,553 | $2.3M |
| Bokf, NA | 0.04% | Reduce -3.1% | 49,525 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -11.7% | 49,020 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -1.0% | 48,933 | $2.2M |
| State of Michigan Retirement System | 0.01% | Add +1.1% | 48,114 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.9% | 47,115 | $2.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.0% | 44,679 | $2.1M |
| Greenland Capital Management LP | 0.36% | Reduce -24.3% | 43,790 | $2.0M |
| Dean Capital Management | 0.84% | Reduce -21.2% | 42,013 | $1.9M |
| Edmp, Inc. | 1.61% | No change | 41,943 | $1.9M |
| DC Investments Management, LLC | 0.98% | Reduce -33.4% | 41,492 | $1.9M |
| New Mexico Educational Retirement Board | 0.07% | No change | 40,900 | $1.9M |
| Walleye Capital LLC | 0.02% | New | 40,903 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Reduce -0.2% | 40,751 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 40,350 | $1.9M |
| Inceptionr LLC | 0.55% | New | 39,758 | $1.8M |
| Ameritas Investment Partners, Inc. | 0.06% | Reduce -1.8% | 39,538 | $1.8M |
| Engineers Gate Manager LP | 0.03% | Add +171.1% | 37,102 | $1.7M |
| Transcendent Capital Group LLC | 0.95% | Add +0.4% | 36,923 | $1.7M |
| BancFirst Trust & Investment Management | 0.84% | Reduce -41.9% | 37,010 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +88.2% | 36,595 | $1.7M |
| Commerce Bank | 0.01% | Add +14.9% | 35,185 | $1.6M |
| iSAM Funds (UK) Ltd | 0.79% | New | 34,922 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.1% | 34,382 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 33,062 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -91.9% | 32,575 | $1.5M |
| Inspire Investing, LLC | 0.18% | Add +100.2% | 32,247 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 31,814 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +29.8% | 31,271 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.5% | 30,922 | $1.4M |
| Ti-Trust, Inc. | 0.93% | No change | 30,640 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +2.7% | 30,357 | $1.4M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -17.4% | 29,940 | $1.4M |
| Rockland Trust Co. | 0.07% | Reduce -2.6% | 29,758 | $1.4M |
| Bank of Montreal | 0.00% | Add +0.6% | 29,491 | $1.4M |
| Bridgefront Capital, LLC | 0.38% | Add +192.3% | 28,744 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 28,625 | $1.3M |
| Tounjian Advisory Partners, LLC | 0.24% | — | 28,130 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 28,108 | $1.3M |
| Gries Financial LLC | 0.25% | Reduce -9.6% | 27,914 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.9% | 27,846 | $1.3M |
| Blair William & Co. | 0.00% | Add +1.7% | 26,565 | $1.2M |
| Man Group plc | 0.00% | New | 26,096 | $1.2M |
| Fox Run Management, L.L.C. | 0.18% | New | 25,520 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 25,412 | $1.2M |
| Tidal Investments LLC | 0.01% | New | 24,612 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Add +5.8% | 24,445 | $1.1M |
| US Bancorp \de | 0.00% | Add +0.4% | 24,328 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +117.2% | 24,121 | $1.1M |
| Midwest Professional Planners, LTD. | 0.34% | Add +2.6% | 24,097 | $1.1M |
| Lynx Investment Advisory | 0.73% | Add +59.7% | 23,939 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +12.8% | 23,325 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -35.1% | 23,285 | $1.1M |
| Kentucky Trust Co | 0.63% | Reduce -2.8% | 23,091 | $1.1M |
| Xponance LLC | 0.01% | Add +1.2% | 23,068 | $1.1M |
| Versor Investments LP | 0.17% | Add +76.7% | 22,800 | $1.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 22,637 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -71.3% | 22,371 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.7% | 21,406 | $984K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +246.4% | 21,153 | $972K |
| QRG Capital Management, Inc. | 0.01% | Add +19.4% | 20,834 | $958K |
| Moody National Bank Trust Division | 0.10% | No change | 20,781 | $955K |
| Truist Financial Corp. | 0.00% | Add +2.9% | 20,760 | $954K |
| Summit Global Investments | 0.07% | Add +25.5% | 20,741 | $953K |
| Brown Advisory Inc. | 0.00% | Reduce -0.0% | 19,961 | $917K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -13.3% | 19,882 | $914K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.4% | 19,353 | $889K |
| Heritage Trust Co | 0.11% | Reduce -5.0% | 19,265 | $885K |
| Federated Hermes, Inc. | 0.00% | Reduce -17.3% | 19,058 | $876K |
| Navellier & Associates Inc. | 0.12% | Reduce -20.4% | 18,920 | $854K |
| Savvy Advisors, Inc. | 0.08% | Add +4.8% | 18,259 | $839K |
| Everhart Financial Group, Inc. | 0.11% | Add +25.5% | 18,154 | $834K |
| International Assets Investment Management, LLC | 0.07% | Reduce -18.8% | 18,070 | $831K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -4.9% | 17,974 | $826K |
| Corient Private Wealth LP | 0.00% | Add +14.9% | 17,953 | $825K |
| Oak Thistle LLC | 0.17% | Add +7.6% | 17,901 | $823K |
| Elevated Capital Advisors, LLC | 0.22% | Add +1.2% | 17,266 | $794K |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.0% | 17,216 | $791K |
| Synovus Financial Corp. | 0.01% | Reduce -0.7% | 16,848 | $774K |
| Neo Ivy Capital Management | 0.24% | New | 16,534 | $760K |
| VAUGHAN & Co SECURITIES, INC. | 0.47% | Reduce -5.5% | 16,507 | $759K |
| Pathstone Holdings, LLC | 0.00% | Add +1.7% | 16,362 | $752K |
| Foster & Motley Inc. | 0.05% | Reduce -4.6% | 16,184 | $744K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.8% | 15,921 | $732K |
| Donald L. Hagan, LLC | 0.38% | Add +2.9% | 15,682 | $721K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 15,652 | $719K |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.0% | 15,336 | $705K |
| Securian Asset Management, Inc. | 0.02% | No change | 15,191 | $698K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 15,179 | $698K |
| Schulhoff & Co. Inc. | 0.30% | No change | 14,825 | $681K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -8.4% | 14,694 | $675K |
| Meritage Portfolio Management | 0.04% | Add +23.4% | 14,603 | $671K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +0.1% | 14,541 | $668K |
| Atria Investments, Inc | 0.01% | New | 14,508 | $667K |
| Tiaa Trust, National Association | 0.00% | Add +3.6% | 14,377 | $661K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.3% | 14,277 | $656K |
| IFM Investors Pty Ltd | 0.01% | Reduce -46.4% | 14,235 | $654K |
| Neuberger Berman Group LLC | 0.00% | Reduce -31.1% | 14,004 | $644K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +26.9% | 13,755 | $632K |
| Bar Harbor Wealth Management | 0.04% | No change | 13,704 | $630K |
| Retirement Investment Advisors, Inc. | 0.06% | No change | 13,531 | $622K |
| Tectonic Advisors LLC | 0.04% | Reduce -16.2% | 13,493 | $620K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.2% | 13,420 | $617K |
| Tanglewood Legacy Advisors, LLC | 0.27% | No change | 13,295 | $611K |
| United Services Automobile Association | 0.02% | No change | 12,977 | $590K |
| Integrated Advisors Network LLC | 0.03% | No change | 12,783 | $588K |
| Virtus Advisers, LLC | 0.39% | New | 12,766 | $587K |
| Brendel Financial Advisors LLC | 0.34% | No change | 12,000 | $552K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +49.3% | 11,730 | $539K |
| Quadrant Capital Group LLC | 0.02% | Add +140.9% | 11,623 | $534K |
| Townsquare Capital LLC | 0.01% | Add +15.3% | 11,529 | $530K |
| Regions Financial Corp. | 0.00% | Reduce -14.8% | 11,513 | $529K |
| Centennial Wealth Advisory LLC | 0.19% | Add +29.8% | 11,461 | $527K |
| JB Capital LLC | 0.03% | No change | 11,287 | $519K |
| Pacer Advisors, Inc. | 0.00% | Reduce -62.5% | 11,250 | $517K |
| Lazard Asset Management LLC | 0.00% | Reduce -19.6% | 11,289 | $517K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.2% | 11,113 | $511K |
| Evergreen Capital Management LLC | 0.02% | Add +8.6% | 10,962 | $504K |
| Cowa, LLC | 0.21% | No change | 10,782 | $496K |
| Johnson Investment Counsel Inc. | 0.00% | Add +60.2% | 10,721 | $493K |
| Choreo, LLC | 0.01% | Reduce -16.5% | 10,544 | $485K |
| Hilltop Holdings Inc. | 0.03% | Add +12.4% | 10,527 | $484K |
| Huntington National Bank | 0.00% | Add +157.2% | 10,516 | $483K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.1% | 10,425 | $479K |
| TCP Asset Management, LLC | 0.11% | No change | 10,400 | $478K |
| M&T Bank Corp | 0.00% | Add +3.2% | 10,328 | $475K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 10,301 | $473K |
| Aurora Investment Counsel | 0.26% | Reduce -5.4% | 10,270 | $472K |
| Belpointe Asset Management LLC | 0.02% | Reduce -0.9% | 10,206 | $469K |
| Diversified Trust Co. | 0.01% | New | 9,990 | $459K |
| Vaughan David Investments LLC | 0.01% | No change | 9,900 | $455K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 9,664 | $444K |
| Bahl & Gaynor LLC | 0.00% | No change | 9,500 | $437K |
| UMB Bank, n.a. | 0.01% | Add +15.1% | 9,445 | $434K |
| Capital Advisors Inc. | 0.01% | Reduce -13.8% | 9,361 | $430K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.1% | 9,342 | $429K |
| Chicago Capital, LLC | 0.01% | No change | 9,300 | $427K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,425 | $426K |
| Plan Group Financial, LLC | 0.15% | Add +66.1% | 9,197 | $423K |
| Focus Partners Wealth | 0.00% | Add +7.5% | 9,145 | $420K |
| FineMark National Bank & Trust | 0.02% | No change | 9,113 | $419K |
| Parallel Advisors, LLC | 0.01% | Reduce -14.5% | 9,015 | $414K |
| Bank & Trust Co | 0.34% | No change | 9,014 | $414K |
| Geneos Wealth Management Inc. | 0.01% | Add +14.1% | 9,006 | $414K |
| Trust Co. of Oklahoma | 0.14% | New | 8,950 | $411K |
| KBC Group NV | 0.00% | Add +13.8% | 8,871 | $408K |
| HSBC Holdings PLC | 0.00% | Add +0.2% | 8,831 | $406K |
| Legacy Financial Group, Inc. | 0.13% | Reduce -43.3% | 8,789 | $404K |
| Bfsg, LLC | 0.05% | Add +0.6% | 8,766 | $403K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +21.4% | 8,573 | $394K |
| Cerity Partners LLC | 0.00% | Reduce -17.9% | 8,518 | $391K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 8,381 | $385K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.6% | 8,345 | $384K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -88.0% | 8,291 | $381K |
| Meeder Advisory Services, Inc. | 0.02% | Add +17.7% | 8,243 | $379K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 8,154 | $375K |
| EP Wealth Advisors, LLC | 0.00% | Add +22.8% | 8,143 | $374K |
| BNC Wealth Management, LLC | 0.13% | New | 8,000 | $368K |
| International Private Wealth Advisors LLC | 0.35% | Add +19.0% | 7,983 | $367K |
| Ballast Advisors LLC | 0.12% | No change | 7,889 | $363K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -40.0% | 7,786 | $358K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.8% | 7,645 | $351K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,596 | $349K |
| Tyche Wealth Partners LLC | 0.07% | Add +21.5% | 7,532 | $346K |
| Moneco Advisors, LLC | 0.04% | No change | 7,522 | $346K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,422 | $341K |
| Shelton Capital Management | 0.01% | Reduce -2.7% | 7,312 | $336K |
| &partners | 0.00% | Add +4.1% | 7,264 | $330K |
| Advisory Alpha, LLC | 0.01% | No change | 7,168 | $329K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 7,114 | $327K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -0.8% | 7,073 | $325K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 7,051 | $323K |
| Caprock Group, LLC | 0.01% | New | 7,020 | $323K |
| GAMMA Investing LLC | 0.02% | Add +27.5% | 6,992 | $321K |
| Citadel Advisors | 0.00% | Reduce -99.2% | 6,909 | $318K |
| Merit Financial Group, LLC | 0.00% | Add +5.9% | 6,887 | $317K |
| M.E. Allison & Co., Inc. | 0.31% | Add +30.8% | 6,820 | $313K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,748 | $310K |
| Western Wealth Management, LLC | 0.02% | Add +0.4% | 6,708 | $308K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.7% | 6,641 | $305K |
| Sowell Financial Services LLC | 0.01% | New | 6,626 | $305K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.0% | 6,611 | $304K |
| First Bank & Trust | 0.06% | No change | 6,606 | $304K |
| Mark Sheptoff Financial Planning, LLC | 0.17% | No change | 6,600 | $303K |
| Advisory Resource Group | 0.06% | No change | 6,572 | $302K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +14.8% | 6,533 | $300K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +14.8% | 6,533 | $300K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 6,500 | $299K |
| Pinnacle West Asset Management, Inc. | 0.21% | No change | 6,435 | $296K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.4% | 6,383 | $293K |
| Warner Financial, Inc. | 0.13% | No change | 6,315 | $290K |
| PFG Investments, LLC | 0.02% | Reduce -3.1% | 6,307 | $290K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.3% | 6,204 | $285K |
| CIBC Asset Management Inc | 0.00% | Add +2.3% | 6,174 | $284K |
| Wedbush Securities Inc. | 0.01% | Add +0.9% | 6,100 | $280K |
| World Investment Advisors | 0.01% | Add +24.1% | 6,075 | $279K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -19.7% | 6,064 | $279K |
| Hendershot Investments Inc. | 0.04% | No change | 6,000 | $276K |
| Shell Asset Management Co. | 0.01% | Reduce -52.9% | 5,940 | $273K |
| Accel Wealth Management | 0.10% | Add +0.0% | 5,933 | $273K |
| HB Wealth Management, LLC | 0.00% | Add +6.5% | 5,878 | $270K |
| Vident Advisory, LLC | 0.00% | New | 5,744 | $264K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,730 | $263K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -1.1% | 5,721 | $263K |
| Cornerstone Select Advisors, LLC | 0.25% | Reduce -2.2% | 5,647 | $260K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.9% | 5,565 | $256K |
| Fifth Third Bancorp | 0.00% | Reduce -14.8% | 5,530 | $254K |
| Mgo One Seven LLC | 0.01% | Reduce -0.4% | 5,449 | $250K |
| Norris Perne & French LLP | 0.02% | No change | 5,280 | $243K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.2% | 5,241 | $241K |
| Inscription Capital, LLC | 0.04% | — | 7,000 | $240K |
| Farther Finance Advisors, LLC | 0.01% | Add +66.5% | 5,195 | $240K |
| Applied Finance Capital Management, LLC | 0.02% | New | 5,155 | $237K |
| Essex Bank | 0.06% | Reduce -2.4% | 5,155 | $237K |
| Decade Renewable Partners LP | 0.18% | New | 5,007 | $230K |
| Prospera Financial Services Inc | 0.01% | New | 4,984 | $229K |
| Forge Financial Services LLC | 0.20% | No change | 4,949 | $227K |
| Sigma Planning Corp | 0.01% | New | 4,930 | $227K |
| Longboard Asset Management, LP | 0.66% | No change | 4,913 | $226K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.1% | 4,890 | $225K |
| Centiva Capital, LP | 0.01% | Reduce -35.3% | 4,881 | $224K |
| Prosperity Consulting Group, LLC | 0.02% | New | 4,878 | $224K |
| Waverly Advisors, LLC | 0.00% | New | 4,864 | $224K |
| Clearbridge Investments, LLC | 0.00% | New | 4,823 | $222K |
| Strategic Financial Concepts, LLC | 0.04% | New | 4,816 | $221K |
| Jain Global LLC | 0.00% | New | 4,800 | $221K |
| Wealth Alliance Advisory Group, LLC | 0.05% | New | 4,776 | $220K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -3.5% | 4,768 | $219K |
| Eastern Bank | 0.00% | Add +9.2% | 4,744 | $218K |
| Brighton Jones LLC | 0.01% | New | 4,709 | $216K |
| First Citizens Bank & Trust Co. | 0.01% | New | 4,709 | $216K |
| Intrust Bank NA | 0.02% | New | 4,663 | $214K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -50.3% | 4,633 | $213K |
| Pines Wealth Management, LLC | 0.10% | New | 5,028 | $212K |
| Kovack Advisors, Inc. | 0.02% | New | 4,619 | $212K |
| Arvest Bank Trust Division | 0.01% | Reduce -9.6% | 4,567 | $210K |
| FCG Investment Co | 0.13% | New | 4,467 | $205K |
| Sonora Investment Management Group, LLC | 0.02% | New | 4,434 | $204K |
| McGowan Group Asset Management, Inc. | 0.03% | New | 4,428 | $203K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -54.6% | 4,381 | $201K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,800 | $175K |
| American National Bank & Trust | 0.02% | No change | 3,440 | $158K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,269 | $150K |
| HM Payson & Co. | 0.00% | No change | 3,060 | $141K |
| Trust Co | 0.02% | No change | 3,000 | $138K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,760 | $127K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,738 | $126K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 2,697 | $124K |
| MAI Capital Management | 0.00% | No change | 2,685 | $123K |
| Signaturefd, LLC | 0.00% | Add +3.2% | 2,679 | $123K |
| Blue Trust, Inc. | 0.00% | Reduce -7.1% | 2,633 | $121K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,605 | $120K |
| Pin Oak Investment Advisors Inc. | 0.08% | No change | 237 | $109K |
| AlphaQuest LLC | 0.01% | Add +46.7% | 2,304 | $106K |
| Energy Income Partners, LLC | 0.00% | New | 2,261 | $104K |
| Hexagon Capital Partners LLC | 0.02% | Add +1.4% | 2,201 | $101K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.7% | 2,298 | $97K |
| Quarry LP | 0.02% | Reduce -58.5% | 2,065 | $95K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.6% | 2,040 | $94K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,000 | $92K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -14.7% | 1,970 | $91K |
| Versant Capital Management, Inc | 0.01% | Add +337.3% | 1,924 | $88K |
| Allworth Financial LP | 0.00% | Add +4.7% | 1,901 | $86K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.8% | 1,777 | $82K |
| Caldwell Trust Co | 0.01% | No change | 1,632 | $75K |
| Mather Group, Llc. | 0.00% | No change | 1,616 | $74K |
| Fortitude Family Office, LLC | 0.02% | No change | 1,500 | $69K |
| CoreCap Advisors, LLC | 0.00% | Add +3.0% | 1,469 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Add +524.3% | 1,386 | $64K |
| Compass Wealth Management LLC | 0.02% | No change | 1,350 | $62K |
| Atticus Wealth Management, LLC | 0.02% | No change | 1,332 | $61K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,328 | $61K |
| Webster Bank, N. A. | 0.01% | No change | 1,300 | $60K |
| Wolff Wiese Magana LLC | 0.04% | Add +1.0% | 1,268 | $58K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,200 | $55K |
| NBT Bank, N.A. | 0.00% | Add +100.0% | 1,200 | $55K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -40.7% | 1,086 | $50K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,067 | $49K |
| BankPlus Trust Department | 0.02% | No change | 1,062 | $49K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,056 | $49K |
| Advantage Trust Co | 0.03% | No change | 1,050 | $48K |
| Bessemer Group Inc. | 0.00% | Add +45.9% | 1,043 | $48K |
| Mechanics Financial Corp | 0.02% | No change | 1,000 | $46K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 985 | $45K |
| Principal Securities, Inc. | 0.00% | Add +9.9% | 1,078 | $44K |
| Brooklyn Investment Group | 0.01% | Add +725.5% | 908 | $42K |
| Clearstead Trust, LLC | 0.01% | New | 906 | $42K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 860 | $40K |
| Quent Capital, LLC | 0.00% | Add +17.2% | 859 | $39K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +8.7% | 849 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.1% | 832 | $38K |
| First Command Advisory Services, Inc. | 0.00% | New | 784 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +50.2% | 742 | $34K |
| V-Square Quantitative Management LLC | 0.01% | No change | 740 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 744 | $34K |
| Atwood & Palmer Inc. | 0.00% | No change | 720 | $33K |
| Optiver Holding B.V. | 0.00% | Reduce -15.6% | 704 | $32K |
| Tompkins Financial Corp. | 0.00% | No change | 700 | $32K |
| Alpine Bank Wealth Management | 0.01% | — | 678 | $31K |
| CNB Bank | 0.01% | No change | 600 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +5.7% | 575 | $26K |
| First Horizon Advisors, Inc. | 0.00% | Add +13.2% | 498 | $23K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 491 | $23K |
| Spire Wealth Management | 0.00% | Reduce -20.4% | 490 | $23K |
| Ransom Advisory, Ltd | 0.01% | No change | 483 | $22K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -0.2% | 460 | $21K |
| Private Trust Co. NA | 0.00% | No change | 454 | $21K |
| Bell Investment Advisors, Inc | 0.00% | No change | 434 | $20K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 400 | $18K |
| United Community Bank | 0.01% | No change | 400 | $18K |
| Tsfg, LLC | 0.00% | No change | 400 | $18K |
| CX Institutional | 0.00% | New | 400 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 377 | $17K |
| Manchester Capital Management LLC | 0.00% | Add +5.6% | 359 | $17K |
| Noble Wealth Management PBC | 0.01% | No change | 350 | $16K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.4% | 349 | $16K |
| Covestor Ltd | 0.01% | Add +8.1% | 348 | $16K |
| Kestra Investment Management, LLC | 0.00% | New | 344 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 333 | $15K |
| Continuum Advisory, LLC | 0.00% | Reduce -1.5% | 333 | $15K |
| Rise Advisors, LLC | 0.01% | Reduce -50.4% | 329 | $15K |
| Leonteq Securities AG | 0.00% | No change | 327 | $15K |
| Hemington Wealth Management | 0.00% | Add +15.2% | 348 | $15K |
| Smithfield Trust Co | 0.00% | No change | 295 | $14K |
| DT Investment Partners, LLC | 0.00% | No change | 278 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.5% | 270 | $12K |
| Park Square Financial Group, LLC | 0.01% | Reduce -4.2% | 231 | $11K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 227 | $10K |
| TD Private Client Wealth LLC | 0.00% | No change | 226 | $10K |
| Whittier Trust Co. | 0.00% | No change | 225 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 207 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 200 | $9K |
| Stephens Consulting, LLC | 0.00% | Reduce -6.4% | 176 | $8K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -48.9% | 163 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 146 | $7K |
| Sandy Spring Bank | 0.00% | No change | 132 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.9% | 124 | $6K |
| Larson Financial Group LLC | 0.00% | Add +75.8% | 116 | $5K |
| WealthTrak Capital Management LLC | 0.00% | No change | 113 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -1.8% | 109 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 104 | $5K |
| S&T Bank | 0.00% | New | 83 | $4K |
| WPG Advisers, LLC | 0.00% | New | 78 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 74 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Add +182.9% | 198 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 69 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 64 | $3K |
| SouthState Bank Corp | 0.00% | New | 60 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 53 | $2K |
| Investment Management Corp. /Va/ | 0.00% | No change | 50 | $2K |
| Avion Wealth | 0.00% | No change | 56 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 37 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 43 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 37 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 37 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 36 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 34 | $2K |
| Key Financial Inc | 0.00% | No change | 34 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 33 | $2K |
| True Wealth Design, LLC | 0.00% | New | 32 | $1K |
| Sachetta, LLC | 0.00% | No change | 32 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 29 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 29 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -88.2% | 29 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +250.0% | 28 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +68.8% | 27 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 27 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 23 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 21 | $965 |
| Highline Wealth Partners LLC | 0.00% | New | 20 | $919 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 19 | $874 |
| Capital A Wealth Management, LLC | 0.00% | Add +27.3% | 14 | $643 |
| Transce3nd, LLC | 0.00% | Reduce -95.5% | 13 | $597 |
| Clearstead Advisors, LLC | 0.00% | New | 12 | $552 |
| ROSS\JOHNSON & Associates LLC | 0.01% | New | 8 | $368 |
| Cornerstone Planning Group LLC | 0.00% | New | 7 | $315 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 6 | $276 |
| HFM Investment Advisors, LLC | 0.00% | — | 4 | $184 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 4 | $183 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is OGE's weight in each manager's 13F, not the share of Oge Energy Corp. the manager owns.