Public Service Enterprise GPPEG

13F holders, Q4 2025 (December 31)
1,282holders +65
100new positions
92sold out
9famous investors
$80.27avg. 13F price*

At the end of Q4 2025, 1,282 institutions reported holding Public Service Enterprise GP (PEG) in their 13F filings, up 65 from Q3 2025. 100 opened new positions and 92 sold out. The largest holders were Vanguard Group Inc. ($5.4B), BlackRock, Inc. ($4.0B) and State Street Corp. ($2.3B). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Public Service Enterprise GP
Sector
Utilities
CUSIP
744573106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions100$228.8M
Exits92$72.1M

All 13F filers, Q3 2025 → Q4 2025: 25,189,746 shares bought and 22,953,571 shares sold, net +2,236,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,282 holders

Vanguard Group Inc. 0.08% Add +3.4% 67,498,821 $5.4B
BlackRock, Inc. 0.07% Add +3.1% 49,585,081 $4.0B
State Street Corp. 0.08% Add +2.8% 28,361,198 $2.3B
Bank of America Corp. 0.10% Reduce -3.6% 17,131,714 $1.4B
Geode Capital Management, LLC 0.06% Add +0.9% 12,771,343 $1.0B
Capital Research Global Investors 0.11% Reduce -6.3% 7,624,545 $612.3M
Morgan Stanley 0.03% Reduce -3.8% 7,014,677 $563.3M
Legal & General Group Plc 0.12% Reduce -2.1% 6,948,448 $558.0M
Norges Bank 0.06% — 6,877,714 $552.3M
JPMorgan Chase & Co. 0.04% Reduce -24.7% 6,725,762 $540.1M
Invesco Ltd. 0.05% Add +2.2% 6,239,884 $501.1M
Capital World Investors 0.06% Add +0.1% 5,273,994 $423.5M
Goldman Sachs Group Inc. 0.06% Add +1.6% 4,995,323 $401.1M
Northern Trust Corp. 0.05% Add +0.4% 4,950,122 $397.5M
Ameriprise Financial Inc. 0.09% Reduce -43.0% 4,931,410 $396.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +6.7% 4,566,142 $366.7M
Massachusetts Financial Services Co. 0.12% Reduce -2.7% 4,513,342 $362.4M
Charles Schwab Investment Management Inc. 0.04% Add +2.5% 3,219,752 $258.5M
ATLAS Infrastructure Partners (UK) Ltd. 11.74% Add +13.5% 2,914,632 $234.0M
Bank of New York Mellon Corp 0.04% Reduce -1.9% 2,849,938 $228.9M
Pictet Asset Management Holding SA 0.22% Add +174.9% 2,810,761 $225.7M
Van Eck Associates Corp. 0.18% Add +40.0% 2,708,385 $217.5M
Royal Bank of Canada 0.03% Add +10.7% 2,445,397 $196.4M
Amundi 0.06% Add +29.8% 2,410,898 $193.6M
Franklin Resources Inc. 0.05% Add +6.9% 2,406,187 $193.2M
Schroder Investment Management Group 0.15% Add +3.3% 2,383,553 $191.4M
Clearbridge Investments, LLC 0.15% Reduce -37.5% 2,346,100 $188.4M
Hamlin Capital Management, LLC 4.40% Reduce -3.6% 2,287,165 $183.7M
Nordea Investment Management AB 0.16% Add +28.6% 2,266,925 $182.8M
Railway Pension Investments Ltd 2.10% Add +17.3% 2,225,250 $178.7M
CBRE Investment Management Listed Real Assets LLC 2.30% Add +38.0% 1,946,512 $156.3M
Dimensional Fund Advisors LP 0.03% Add +0.8% 1,833,498 $147.2M
Citadel Advisors 0.10% Add +1149.0% 1,739,623 $139.7M
UBS Group AG 0.03% Reduce -23.8% 1,688,410 $135.6M
Mitsubishi UFJ Trust & Banking Corp 0.30% Reduce -2.3% 1,598,758 $128.4M
Raymond James Financial Inc. 0.04% Reduce -58.0% 1,551,642 $124.6M
Jennison Associates LLC 0.07% Reduce -1.4% 1,535,459 $123.3M
HSBC Holdings PLC 0.07% Add +47.6% 1,472,165 $118.3M
Barclays PLC 0.05% Add +57.1% 1,439,753 $115.6M
Deutsche Bank AG 0.04% Reduce -13.4% 1,397,019 $112.2M
California Public Employees Retirement System 0.06% Reduce -14.9% 1,393,953 $111.9M
Swiss National Bank 0.07% Reduce -4.9% 1,367,800 $109.8M
Sound Shore Management Inc 3.48% Add +66.6% 1,361,981 $109.4M
Voya Investment Management LLC 0.11% Reduce -25.3% 1,229,674 $98.6M
Aviva PLC 0.16% Add +8.3% 1,191,124 $95.6M
Duff & Phelps Investment Management Co. 1.07% Reduce -0.3% 1,179,391 $94.7M
LPL Financial LLC 0.03% Reduce -2.6% 1,167,475 $93.7M
Aberdeen Group plc 0.14% Add +2.7% 1,149,494 $92.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -3.8% 1,125,270 $90.4M
1832 Asset Management L.P. 0.11% New 1,109,980 $89.1M
Canada Pension Plan Investment Board 0.06% Add +51.9% 1,073,822 $86.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +6.3% 1,043,468 $84.5M
Nuveen, LLC 0.02% Reduce -0.2% 1,035,029 $83.1M
Russell Investments Group, Ltd. 0.09% Reduce -13.5% 984,533 $79.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.40% Reduce -0.4% 984,103 $79.0M
D. E. Shaw & Co. 0.06% Add +106.3% 954,747 $76.7M
First Trust Advisors LP 0.06% Add +27.5% 945,957 $76.0M
Assetmark, Inc. 0.15% Add +1.8% 909,745 $73.1M
Adage Capital Partners Gp, L.L.C. 0.11% Add +256.8% 907,750 $72.9M
Rhumbline Advisers 0.06% Reduce -3.9% 866,007 $69.5M
Royal London Asset Management Ltd. 0.15% Add +0.7% 865,501 $69.5M
Cohen & Steers, Inc. 0.12% No change 828,787 $66.6M
Manufacturers Life Insurance Company, The 0.06% Reduce -1.0% 824,138 $66.2M
Man Group plc 0.13% Add +224.2% 816,648 $65.6M
PNC Financial Services Group, Inc. 0.03% Reduce -15.0% 769,795 $61.8M
TD Asset Management Inc 0.05% Add +3.7% 734,477 $59.0M
T. Rowe Price Associates Inc. 0.01% Add +0.3% 729,595 $58.6M
FMR LLC 0.00% Add +8.3% 719,823 $57.8M
National Pension Service 0.04% Add +8.2% 713,516 $57.3M
Aventail Capital Group, LP 3.30% Reduce -4.0% 712,241 $57.2M
Energy Income Partners, LLC 1.03% Add +6.3% 706,909 $56.8M
Zacks Investment Management 0.43% Reduce -1.3% 689,299 $55.4M
Envestnet Asset Management Inc. 0.02% Reduce -12.1% 688,281 $55.3M
Alliancebernstein L.P. 0.02% Add +24.7% 673,608 $54.1M
Wells Fargo & Company 0.01% Reduce -8.7% 665,505 $53.4M
Jacobs Levy Equity Management, Inc. 0.20% Add +11.9% 646,385 $51.9M
Principal Financial Group Inc. 0.03% Add +3.0% 636,660 $51.1M
Victory Capital Management Inc. 0.03% Add +4.0% 634,667 $51.0M
Jane Street Group, LLC 0.06% Add +18.5% 596,139 $47.9M
California State Teachers Retirement System 0.05% Reduce -1.4% 593,422 $47.7M
SG Americas Securities, LLC 0.06% Add +1380.4% 580,792 $46.6M
Squarepoint Ops LLC 0.09% Add +144.1% 574,328 $46.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +125.1% 568,845 $45.7M
Reaves W H & Co. Inc. 0.79% Reduce -70.5% 562,991 $45.2M
BNP Paribas Financial Markets 0.03% Reduce -10.6% 529,085 $42.5M
Bank of Montreal 0.02% Add +8.0% 526,455 $42.3M
Worldquant Millennium Advisors LLC 0.16% New 520,591 $41.8M
Van Lanschot Kempen Investment Management N.V. 0.35% Add +19.1% 510,061 $41.0M
Danske Bank A/S 0.09% Add +9.8% 501,828 $40.3M
CANADA LIFE ASSURANCE Co 0.07% Reduce -6.3% 488,605 $39.3M
Qube Research & Technologies Ltd 0.06% Reduce -30.6% 484,049 $38.9M
Swedbank AB 0.04% Add +7.5% 482,702 $38.8M
State Board of Administration of Florida Retirement System 0.06% Reduce -4.2% 457,001 $36.7M
AMF Tjanstepension AB 0.23% Add +30.8% 456,455 $36.7M
Great Lakes Advisors, LLC 0.30% Reduce -3.4% 455,598 $36.6M
ASR Vermogensbeheer N.V. 0.40% Add +182.1% 430,424 $34.6M
Magellan Asset Management Ltd 0.41% Add +5.5% 418,554 $33.6M
Macquarie Group Ltd. 0.15% Reduce -32.5% 413,565 $33.2M
Citigroup Inc. 0.02% Add +7.8% 403,191 $32.4M
New York State Teachers Retirement System 0.06% Reduce -1.4% 394,516 $31.7M
Old Republic International Corp. 1.27% No change 392,500 $31.5M
DNB Asset Management AS 0.11% Add +25.8% 390,808 $31.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.18% No change 376,400 $30.2M
Verition Fund Management LLC 0.17% Add +427.7% 374,489 $30.1M
National Bank of Canada 0.03% Add +19.7% 365,178 $29.3M
Ofi Invest Asset Management 0.41% Add +26506.7% 414,266 $28.4M
Balyasny Asset Management L.P. 0.06% Add +4582.6% 353,536 $28.4M
KLP Kapitalforvaltning As 0.11% Add +3.1% 350,409 $28.1M
Brandywine Global Investment Management, LLC 0.19% Add +13.0% 346,108 $27.8M
Rockefeller Capital Management L.P. 0.05% Add +45.1% 339,450 $27.3M
Bollard Group LLC 0.69% Reduce -20.4% 326,408 $26.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -9.1% 321,149 $25.7M
New York State Common Retirement Fund 0.03% No change 314,668 $25.3M
Toronto Dominion Bank 0.04% Add +9.7% 312,287 $25.1M
State of Wisconsin Investment Board 0.06% Reduce -2.8% 310,779 $25.0M
Korea Investment CORP 0.05% Add +32.5% 299,199 $24.0M
Arbejdsmarkedets Tillaegspension 0.60% — 293,192 $23.5M
Asset Management One Co., Ltd. 0.07% Reduce -3.0% 291,417 $23.5M
CIBC Asset Management Inc 0.05% Add +20.6% 276,464 $22.2M
Gotham Asset Management 0.08% Add +48.0% 272,367 $21.9M
RWC Asset Management LLP 1.22% Reduce -6.1% 272,267 $21.9M
Prudential Financial Inc. 0.03% Reduce -5.8% 269,957 $21.7M
AQR Capital Management 0.01% Add +2.6% 260,262 $20.9M
Cetera Investment Advisers 0.02% Add +2.5% 256,687 $20.6M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.7% 253,180 $20.3M
Gabelli Funds LLC 0.14% No change 252,923 $20.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +1.2% 251,921 $20.2M
Yaupon Capital Management LP 0.93% New 235,282 $18.9M
APG Asset Management N.V. 0.05% Reduce -9.3% 276,138 $18.9M
Eurizon Capital SGR S.p.A. 0.06% — 234,825 $18.9M
GW Henssler & Associates Ltd. 0.88% Reduce -3.3% 227,238 $18.2M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -1.3% 222,659 $17.9M
Assenagon Asset Management S.A. 0.03% Add +327.5% 221,584 $17.8M
Glenview Trust Co 0.27% Add +1.3% 219,553 $17.6M
Commonwealth Equity Services, LLC 0.02% Reduce -13.1% 217,143 $17.4M
Quantinno Capital Management LP 0.04% Add +38.6% 216,329 $17.4M
Natixis Advisors, LLC 0.02% Reduce -14.3% 214,221 $17.2M
Verbena Value LP 2.95% — 213,722 $17.2M
Trexquant Investment LP 0.15% Reduce -1.6% 212,099 $17.0M
Martingale Asset Management L P 0.43% Add +85.0% 210,154 $16.9M
Treasurer of the State of North Carolina 0.05% Reduce -6.8% 209,235 $16.8M
Nomura Asset Management International Inc. 0.03% — 208,314 $16.7M
Corient Private Wealth LP 0.02% Add +2.7% 203,396 $16.4M
Cinctive Capital Management LP 0.92% Add +8.6% 198,854 $16.0M
Mn Services Vermogensbeheer B.V. 0.09% Add +1.1% 191,191 $15.4M
Acadian Asset Management LLC 0.03% Add +3659.4% 190,676 $15.3M
Allspring Global Investments Holdings, LLC 0.02% Add +0.4% 184,084 $14.9M
Millennium Management 0.01% Reduce -93.5% 184,494 $14.8M
Foundations Investment Advisors, LLC 0.19% Add +17.4% 182,882 $14.7M
Mariner, LLC 0.02% Reduce -3.3% 182,471 $14.7M
Peapack Gladstone Financial Corp. 0.18% Reduce -2.5% 182,458 $14.7M
AE Wealth Management LLC 0.08% Add +5.2% 180,783 $14.5M
American Century Companies Inc. 0.01% Reduce -0.1% 175,799 $14.1M
First Horizon Corp. 0.62% Add +0.6% 171,596 $13.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +39.5% 171,412 $13.8M
Nomura Asset Management Co. Ltd. 0.03% Reduce 0.0% 170,200 $13.7M
HighTower Advisors, LLC 0.01% Reduce -12.5% 167,985 $13.5M
Sei Investments Co. 0.01% Add +26.6% 167,891 $13.5M
Resona Asset Management Co.,Ltd. 0.06% Reduce -4.7% 161,938 $13.0M
Kepler Cheuvreux (Suisse) SA 0.73% Add +4.2% 161,479 $13.0M
State of New Jersey Common Pension Fund D 0.05% Reduce -3.4% 161,064 $12.9M
Empower Advisory Group, LLC 0.03% Add +14.4% 160,207 $12.9M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Add +2.6% 156,814 $12.6M
Hennessy Advisors Inc. 0.45% Reduce -2.7% 156,390 $12.6M
Creative Planning 0.01% Add +17.5% 156,183 $12.5M
Osaic Holdings, Inc. 0.02% Reduce -41.3% 155,179 $12.5M
Florida Trust Wealth Management Co 0.34% Reduce -0.9% 154,184 $12.4M
Public Employees Retirement System of Ohio 0.04% Reduce -3.0% 154,028 $12.4M
Stifel Financial Corp. 0.01% Reduce -16.0% 154,008 $12.4M
Voloridge Investment Management, LLC 0.04% New 151,586 $12.2M
Qsemble Capital Management, LP 1.00% Add +82.5% 150,851 $12.1M
Truist Financial Corp. 0.02% Reduce -15.7% 147,675 $11.9M
Voleon Capital Management LP 0.25% Add +1313.4% 147,428 $11.8M
Swiss Life Asset Management Ltd 0.06% Reduce -13.6% 147,015 $11.8M
Neuberger Berman Group LLC 0.01% Reduce -85.9% 141,769 $11.4M
Arizona State Retirement System 0.06% Reduce -2.9% 141,482 $11.4M
Susquehanna Portfolio Strategies, LLC 0.17% Reduce -39.3% 140,941 $11.3M
Applied Finance Capital Management, LLC 0.81% Reduce -2.3% 140,310 $11.3M
Storebrand Asset Management As 0.03% No change 135,414 $10.9M
Robeco Institutional Asset Management B.V. 0.02% Add +1.0% 135,413 $10.9M
Calamos Advisors LLC 0.06% Reduce -3.9% 133,683 $10.7M
Mercer Global Advisors Inc. 0.02% Add +2.4% 132,806 $10.7M
IFM Investors Pty Ltd 0.09% Reduce -9.2% 132,132 $10.6M
Czech National Bank 0.07% Add +3.8% 131,619 $10.6M
Illinois Municipal Retirement Fund 0.13% Add +50.6% 130,865 $10.5M
State of Michigan Retirement System 0.05% Reduce -3.2% 130,666 $10.5M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -28.3% 128,688 $10.3M
Eventide Asset Management, LLC 0.16% Reduce -36.2% 127,174 $10.2M
Public Sector Pension Investment Board 0.03% Add +18.2% 127,157 $10.2M
Alta Fundamental Advisers LLC 4.70% Reduce -3.9% 123,745 $9.9M
Bridgewater Associates 0.04% Add +64.0% 122,562 $9.8M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% — 121,364 $9.7M
Forsta Ap-Fonden 0.06% Reduce -0.4% 120,700 $9.7M
Tompkins Financial Corp. 0.75% Add +0.2% 119,873 $9.6M
MetLife Investment Management, LLC 0.05% Reduce -3.4% 119,659 $9.6M
Edge Wealth Management LLC 1.69% Reduce -0.8% 119,462 $9.6M
Andra AP-fonden 0.11% Reduce -49.1% 115,100 $9.2M
Comerica Bank 0.03% Reduce -5.7% 107,694 $8.6M
KBC Group NV 0.02% Add +46.3% 107,351 $8.6M
DekaBank Deutsche Girozentrale 0.01% No change 113,029 $8.6M
Retirement Systems of Alabama 0.03% Reduce -0.3% 106,186 $8.5M
Cerity Partners LLC 0.01% Reduce -1.9% 106,099 $8.5M
Ethic Inc. 0.13% Add +469.4% 105,571 $8.5M
United Capital Financial Advisors, LLC 0.05% Add +668.1% 104,290 $8.4M
Natixis 0.03% Add +13.2% 102,013 $8.2M
Oppenheimer & Co. Inc. 0.12% Add +0.3% 101,512 $8.2M
Daiichi Life Insurance Co., Ltd. 0.21% Reduce -22.5% 100,434 $8.1M
MML Investors Services, LLC 0.02% Add +4.4% 99,893 $8.0M
Susquehanna International Group, LLP 0.01% Add +9.1% 99,613 $8.0M
Badgley Phelps Wealth Managers, LLC 0.15% Reduce -17.9% 99,317 $8.0M
ProShare Advisors LLC 0.01% Add +8.2% 94,259 $7.6M
Amalgamated Bank 0.05% Reduce -3.6% 92,268 $7.4M
Teacher Retirement System of Texas 0.02% Add +16.6% 89,782 $7.2M
Daiwa Securities Group Inc. 0.02% Add +3.6% 88,477 $7.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +23.3% 88,405 $7.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -12.8% 89,284 $7.0M
Capital International, Inc. 0.05% No change 86,616 $7.0M
Woodline Partners LP 0.03% Add +29.1% 85,163 $6.8M
State of Tennessee, Department of Treasury 0.02% Reduce -41.8% 82,144 $6.8M
Bank of Nova Scotia 0.01% Add +22.8% 84,156 $6.8M
Xponance LLC 0.05% Add +6.1% 83,316 $6.7M
Engineers Gate Manager LP 0.08% Reduce -51.7% 83,136 $6.7M
World Investment Advisors 0.11% Add +36.5% 82,943 $6.7M
Private Advisor Group, LLC 0.03% Reduce -0.5% 82,347 $6.6M
Utah Retirement Systems 0.06% No change 82,249 $6.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +28.1% 81,360 $6.5M
Candriam S.C.A. 0.03% Add +22.0% 81,300 $6.5M
Opus Investment Management Inc. 3.93% No change 80,500 $6.5M
USS Investment Management Ltd 0.03% Add +15.3% 79,627 $6.4M
NEOS Investment Management LLC 0.04% Add +20.7% 78,924 $6.3M
Mackenzie Financial Corp. 0.01% Add +21.5% 77,463 $6.3M
New England Asset Management Inc. 0.84% No change 77,473 $6.2M
Police & Firemen's Retirement System of New Jersey 0.05% Reduce -5.0% 76,481 $6.1M
Capital Fund Management S.A. 0.06% Add +124.1% 76,047 $6.1M
Ausbil Investment Management Ltd 3.44% Reduce -5.5% 75,357 $6.1M
Captrust Financial Advisors 0.01% Reduce -6.6% 73,308 $5.9M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -2.1% 73,189 $5.9M
New York Life Investment Management LLC 0.05% Add +0.1% 72,656 $5.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.8% 70,536 $5.7M
First National Bank of Mount Dora, Trust Investment Services 1.23% Reduce -0.8% 70,073 $5.6M
Janus Henderson Group PLC 0.00% Add +1.4% 69,686 $5.6M
Janney Montgomery Scott LLC 0.01% Add +0.4% 69,570 $5.6M
Cibc World Markets Corp. 0.03% — 69,432 $5.6M
Vinva Investment Management Ltd 0.07% New 68,815 $5.6M
Yousif Capital Management, LLC 0.06% Reduce -4.2% 69,684 $5.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.2% 67,660 $5.4M
KCM Investment Advisors LLC 0.17% Add +5.0% 67,331 $5.4M
Rakuten Investment Management, Inc. 0.02% Add +195.8% 65,661 $5.3M
Patton Albertson Miller Group, LLC 0.62% Reduce -1.2% 65,627 $5.3M
Viking Fund Management LLC 0.60% No change 65,000 $5.2M
Capital Investment Counsel, LLC 0.72% Add +4.1% 64,541 $5.2M
ING Groep NV 0.03% New 64,508 $5.2M
Shelton Capital Management 0.10% No change 64,108 $5.1M
AIA Group Ltd 0.08% New 64,070 $5.1M
O'shaughnessy Asset Management, LLC 0.03% Add +11.3% 63,696 $5.1M
Bleakley Financial Group, LLC 0.09% Add +0.6% 63,644 $5.1M
Nissay Asset Management Corp. /Japan 0.03% Add +1.3% 63,489 $5.1M
Metis Global Partners, LLC 0.12% Reduce -0.6% 63,256 $5.1M
Greenland Capital Management LP 0.79% Reduce -10.2% 62,610 $5.0M
Public Employees Retirement Association of Colorado 0.02% Reduce -0.2% 62,606 $5.0M
&partners 0.03% Add +14.3% 62,414 $5.0M
Nisa Investment Advisors, LLC 0.02% Add +7.7% 62,287 $5.0M
Community Bank, N.A. 0.59% Add +1.1% 61,817 $5.0M
US Bancorp \de 0.01% Reduce -13.9% 60,619 $4.9M
Hudson Bay Capital Management LP 0.03% New 60,000 $4.8M
Sanctuary Advisors, LLC 0.03% Reduce -20.4% 58,469 $4.7M
Traphagen Investment Advisors LLC 0.38% Reduce -1.4% 57,918 $4.7M
Meritage Portfolio Management 0.31% Reduce -3.0% 57,535 $4.6M
Oregon Public Employees Retirement Fund 0.06% Add +0.2% 57,166 $4.6M
Avanza Fonder AB 0.12% No change 57,024 $4.6M
Pinebridge Investments LLC 0.03% — 56,753 $4.6M
Pathstone Holdings, LLC 0.02% Add +3.3% 56,392 $4.5M
BNP Paribas 0.13% New 56,053 $4.5M
Valley Wealth Managers, Inc. 0.29% Add +9.2% 55,885 $4.5M
Generali Asset Management SPA SGR 0.09% Reduce -1.5% 55,658 $4.5M
Rafferty Asset Management, LLC 0.02% Add +4.6% 54,968 $4.4M
Howard Capital Management, LLC 0.06% Add +0.0% 54,725 $4.4M
Kestra Advisory Services, LLC 0.02% Add +17.2% 54,683 $4.4M
First PREMIER Bank 1.00% Reduce -2.2% 54,388 $4.4M
OP Asset Management Ltd 0.05% No change 54,040 $4.3M
Mutual of America Capital Management LLC 0.05% Reduce -0.9% 53,588 $4.3M
Cibc World Market Inc. 0.01% Reduce -1.7% 52,520 $4.2M
Magnetar Financial LLC 0.04% Add +24.0% 52,244 $4.2M
Oddo BHF Asset Management Sas 0.16% Add +28.8% 52,108 $4.2M
Dynamic Advisor Solutions LLC 0.13% Add +0.5% 52,086 $4.2M
Pacer Advisors, Inc. 0.01% Add +18.9% 50,032 $4.0M
BTG Pactual Asset Management US LLC 0.45% New 49,942 $4.0M
Renaissance Technologies 0.01% Reduce -82.0% 49,900 $4.0M
State of Alaska, Department of Revenue 0.04% Reduce -7.0% 49,670 $4.0M
UniSuper Management Pty Ltd 0.02% Reduce -0.9% 49,364 $4.0M
Hantz Financial Services, Inc. 0.06% Reduce -4.5% 49,340 $4.0M
OpenArc Corporate Advisory, LLC 0.07% — 49,076 $3.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.23% No change 49,000 $3.9M
Brevan Howard Capital Management LP 0.08% Add +504.4% 48,967 $3.9M
Choreo, LLC 0.05% Reduce -11.2% 47,619 $3.9M
Equitable Holdings, Inc. 0.03% Add +0.1% 47,535 $3.8M
Rench Wealth Management, Inc. 1.09% Add +0.2% 47,291 $3.8M
Advisory Services Network, LLC 0.05% Reduce -0.8% 47,281 $3.8M
Capital City Trust Co. 0.84% Add +0.0% 47,246 $3.8M
Motco 0.34% Add +2253.5% 46,905 $3.8M
CIBC Private Wealth Group LLC 0.01% Add +0.8% 46,890 $3.8M
Northwest & Ethical Investments L.P. 0.08% Reduce -35.0% 46,857 $3.8M
Glenmede Trust Co. NA 0.02% — 46,450 $3.7M
Forvis Mazars Wealth Advisors, LLC 0.07% Add +2.7% 46,266 $3.7M
First American Bank 0.22% Reduce -0.0% 46,188 $3.7M
Benjamin Edwards Inc. 0.04% Reduce -0.9% 45,340 $3.6M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -1.5% 45,114 $3.6M
Commerce Bank 0.02% Reduce -0.2% 44,975 $3.6M
Resolution Capital Ltd 0.08% Add +48.3% 44,944 $3.6M
HRT Financial LP 0.01% Add +81.8% 44,561 $3.6M
Holocene Advisors, LP 0.01% Add +53.6% 44,391 $3.6M
NewEdge Advisors, LLC 0.01% Reduce -16.4% 43,731 $3.5M
XTX Topco Ltd 0.09% Add +509.6% 43,629 $3.5M
Guggenheim Capital LLC 0.03% Add +1.3% 43,584 $3.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -60.3% 43,339 $3.5M
High Point Wealth Management, LLC 3.27% — 42,610 $3.4M
Graham Capital Wealth Management, LLC 3.16% Reduce -1.9% 42,587 $3.4M
Kestra Private Wealth Services, LLC 0.04% Reduce -1.7% 42,495 $3.4M
Bokf, NA 0.05% Reduce -8.3% 42,372 $3.4M
Abn Amro Investment Solutions 0.05% Add +54.8% 42,257 $3.4M
Allianz Asset Management GmbH 0.00% Reduce -76.6% 41,820 $3.4M
Empire Financial Management Company, LLC 0.72% No change 41,416 $3.3M
Ensign Peak Advisors, Inc 0.01% Reduce -59.0% 40,647 $3.3M
Tudor Investment Corporation 0.02% Reduce -80.3% 40,530 $3.3M
Investment Management Corp of Ontario 0.04% Add +34.1% 40,442 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 39,029 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Add +4.5% 38,443 $3.1M
John G Ullman & Associates Inc. 0.41% Reduce -0.5% 38,022 $3.1M
Mizuho Securities USA LLC 0.05% Reduce -0.0% 36,345 $3.0M
Trilogy Capital Inc. 0.14% New 37,737 $3.0M
Pinnacle Associates Ltd. 0.04% No change 37,108 $3.0M
Panagora Asset Management Inc. 0.01% Add +960.0% 36,823 $3.0M
Peddock Capital Advisors, LLC 0.62% Add +0.5% 36,736 $2.9M
Allstate Corp. 0.04% Add +100.1% 36,699 $2.9M
Focus Partners Wealth 0.00% Add +64.0% 36,627 $2.9M
M&T Bank Corp 0.01% Add +27.6% 36,633 $2.9M
Elo Mutual Pension Insurance Co 0.04% Reduce -20.1% 36,370 $2.9M
Meridian Wealth Management, LLC 0.10% Add +4.6% 36,249 $2.9M
CHICAGO TRUST Co NA 0.46% Reduce -2.0% 36,102 $2.9M
Norinchukin Bank, The 0.03% Add +9.0% 35,900 $2.9M
Cullen Investment Group, LTD. 0.37% Reduce -48.5% 36,567 $2.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.20% Reduce -49.9% 35,788 $2.9M
Thrivent Financial for Lutherans 0.01% Add +42.5% 35,440 $2.8M
Baird Financial Group, Inc. 0.00% Reduce -3.7% 35,220 $2.8M
MAI Capital Management 0.02% Add +287.3% 33,685 $2.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.5% 33,435 $2.7M
Vestcor Inc 0.08% Reduce -40.3% 33,033 $2.7M
River Wealth Advisors LLC 0.30% Add +32.7% 32,912 $2.6M
Summit Trail Advisors, LLC 0.05% Reduce -5.5% 32,546 $2.6M
Stephens Inc. 0.03% Add +0.3% 31,747 $2.5M
Neumann Capital Management, LLC 0.73% Reduce -0.3% 31,558 $2.5M
Kentucky Retirement Systems 0.07% No change 31,352 $2.5M
JPL Wealth Management, LLC 0.61% Reduce -5.4% 30,999 $2.5M
St. Nicholas Private Asset Management, Inc. 2.22% Reduce -3.0% 30,850 $2.5M
Wealthfront Advisers LLC 0.01% Add +0.9% 30,738 $2.5M
QRG Capital Management, Inc. 0.03% Reduce -0.7% 30,602 $2.5M
Credit Agricole S A 0.01% Reduce -80.4% 30,453 $2.4M
Schonfeld Strategic Advisors LLC 0.01% Reduce -45.6% 29,687 $2.4M
Sterling Capital Management LLC 0.04% Reduce -4.7% 29,606 $2.4M
Itau Unibanco Holding S.A. 0.06% Add +9.2% 29,450 $2.4M
Meeder Advisory Services, Inc. 0.10% Add +45.4% 29,371 $2.4M
Arkadios Wealth Advisors 0.05% Add +8.1% 29,267 $2.4M
Rockline Wealth Management, LLC 0.48% Add +2.2% 29,112 $2.3M
Arvest Bank Trust Division 0.13% Reduce -3.5% 28,974 $2.3M
Old Second National Bank of Aurora 0.46% Add +0.6% 28,913 $2.3M
Hartford Investment Management Co. 0.07% Reduce -1.4% 28,890 $2.3M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -41.6% 28,687 $2.3M
Westwood Wealth Management 1.72% New 28,562 $2.3M
Lionshead Wealth Management, LLC 1.72% Reduce -0.7% 28,562 $2.3M
Beacon Investment Advisory Services, Inc. 0.09% Reduce -0.2% 28,331 $2.3M
PFG Investments, LLC 0.11% Add +0.3% 28,299 $2.3M
Segall Bryant & Hamill, LLC 0.03% No change 28,000 $2.2M
Graham Capital Management, L.P. 0.11% New 27,660 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +12.7% 27,657 $2.2M
Crossmark Global Holdings, Inc. 0.03% Add +9.4% 27,646 $2.2M
Capital Innovations LLC 0.63% — 27,549 $2.2M
Miller Howard Investments Inc. 0.07% Reduce -70.4% 27,377 $2.2M
Legacy Private Trust Co. 0.13% Reduce -0.4% 27,250 $2.2M
Inspire Trust Co, N.A. 0.36% Add +16.4% 27,000 $2.2M
Alps Advisors Inc. 0.01% Add +16.3% 26,973 $2.2M
Lido Advisors, LLC 0.01% Add +4.0% 26,352 $2.2M
Huntington National Bank 0.02% Reduce -4.8% 26,696 $2.1M
Fifth Third Bancorp 0.01% Reduce -20.3% 26,581 $2.1M
Atria Investments, Inc 0.02% Reduce -25.2% 26,577 $2.1M
Key Client Fiduciary Advisors, LLC 0.74% Reduce -3.6% 26,447 $2.1M
Callan Family Office, LLC 0.04% Add +89.3% 25,959 $2.1M
Cadence Bank 0.12% Reduce -0.8% 25,928 $2.1M
Dana Investment Advisors, Inc. 0.06% Reduce -0.2% 25,863 $2.1M
Laurel Oak Wealth Management, LLC 0.35% — 25,597 $2.1M
B. Metzler seel. Sohn & Co. AG 0.02% Add +0.5% 25,552 $2.1M
Lombard Odier Asset Management (Switzerland) SA 0.09% Reduce -16.9% 25,525 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -2.7% 25,500 $2.0M
Advanced Asset Management Advisors Inc 0.56% No change 25,482 $2.0M
Bryn Mawr Trust Advisors, LLC 0.10% Reduce -0.0% 25,255 $2.0M
Gulf International Bank (UK) Ltd 0.07% Add +0.1% 25,133 $2.0M
Clear Trail Advisors, LLC 0.47% — 25,017 $2.0M
Phoenix Financial Ltd. 0.02% New 25,000 $2.0M
Cwm, LLC 0.01% Add +26.2% 24,909 $2.0M
Maryland State Retirement & Pension System 0.04% No change 24,899 $2.0M
Profund Advisors LLC 0.06% Reduce -5.9% 24,779 $2.0M
Entropy Technologies, LP 0.11% Add +115.6% 24,717 $2.0M
Wealth Management Associates, Inc. 0.69% Reduce -4.6% 24,525 $2.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -45.6% 24,494 $2.0M
Tiaa Trust, National Association 0.00% Reduce -2.1% 24,415 $2.0M
Horizon Investments, LLC 0.02% Add +3.5% 24,204 $1.9M
Bailard, Inc. 0.04% Add +11.7% 23,973 $1.9M
J.W. Cole Advisors, Inc. 0.05% Reduce -14.8% 24,595 $1.9M
Great Lakes Retirement, Inc. 0.20% Reduce -28.3% 23,397 $1.9M
AG2R La Mondiale Gestion D'actifs 0.08% Add +6.2% 23,106 $1.9M
Ascent Group, LLC 0.06% Reduce -14.1% 23,032 $1.8M
Fox Hill Wealth Management 0.86% Add +8.0% 23,005 $1.8M
New Mexico Educational Retirement Board 0.05% Add +1.8% 22,899 $1.8M
Fulton Bank, N.A. 0.06% Add +7.2% 22,865 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -4.1% 22,830 $1.8M
Tocqueville Asset Management L.P. 0.03% Add +0.5% 22,815 $1.8M
Jacobi Capital Management LLC 0.11% Add +0.9% 22,769 $1.8M
iSAM Funds (UK) Ltd 0.66% New 22,690 $1.8M
Hancock Whitney Corp. 0.03% Reduce -4.1% 22,455 $1.8M
Park Avenue Securities LLC 0.02% Reduce -12.4% 22,444 $1.8M
Old Port Advisors 0.44% Reduce -0.6% 22,230 $1.8M
Osmosis Investment Management UK Ltd 0.04% — 21,981 $1.8M
GAM Holding AG 0.11% Add +12.6% 21,852 $1.8M
Kanawha Capital Management LLC 0.12% Reduce -0.3% 21,824 $1.8M
Kennedy Investment Group, Inc. 0.66% Reduce -2.6% 21,719 $1.7M
Blair William & Co. 0.00% Add +3.5% 20,889 $1.7M
HB Wealth Management, LLC 0.01% Add +6.2% 20,835 $1.7M
Beacon Pointe Advisors, LLC 0.01% Add +1.1% 20,823 $1.7M
Mission Wealth Management, LP 0.03% Reduce -1.1% 20,705 $1.7M
Drake & Associates, LLC 0.33% Reduce -28.8% 20,561 $1.7M
MUFG Securities EMEA plc 0.02% Add +114.4% 20,483 $1.6M
Vident Advisory, LLC 0.01% Reduce -11.9% 19,895 $1.6M
Arvest Investments, Inc. 0.22% Reduce -7.4% 19,854 $1.6M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -69.3% 19,732 $1.6M
Concurrent Investment Advisors, LLC 0.02% Add +33.4% 19,579 $1.6M
Spirit of America Management Corp. 0.33% Add +18.5% 19,500 $1.6M
Glen Eagle Advisors, LLC 0.21% Reduce -6.8% 19,247 $1.5M
Signature Wealth Management Partners, LLC 0.76% Reduce -30.8% 19,141 $1.5M
Denali Advisors LLC 0.17% New 18,920 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -1.6% 18,919 $1.5M
Mgo One Seven LLC 0.03% Reduce -34.6% 18,737 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Add +0.9% 18,430 $1.5M
Westpac Banking Corp. 0.09% New 18,318 $1.5M
Vision Retirement, LLC 0.39% — 18,160 $1.5M
Commerzbank Aktiengesellschaft 0.03% Add +5.0% 18,118 $1.5M
Parisi Gray Wealth Management 0.33% Reduce -0.3% 18,049 $1.4M
Landscape Capital Management, L.L.C. 0.10% New 18,045 $1.4M
OMERS ADMINISTRATION Corp 0.01% No change 17,850 $1.4M
FRG Family Wealth Advisors LLC 0.22% No change 17,780 $1.4M
IFP Advisors, Inc 0.03% Reduce -5.0% 17,151 $1.4M
FORA Capital, LLC 0.17% Add +225.7% 17,136 $1.4M
North Dakota State Investment Board 0.05% — 17,126 $1.4M
Insight Advisors, LLC/ PA 0.21% Add +0.0% 17,013 $1.4M
Empirical Finance, LLC 0.07% Reduce -4.2% 17,008 $1.4M
Prestige Wealth Management Group LLC 0.26% Add +0.3% 16,911 $1.4M
Allworth Financial LP 0.01% Add +11.7% 16,775 $1.3M
Laird Norton Wetherby Trust Company, LLC 0.03% New 16,568 $1.3M
Beck Mack & Oliver LLC 0.02% No change 16,400 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +3.3% 16,324 $1.3M
Pensionfund Sabic 0.35% No change 16,200 $1.3M
RMR Wealth Builders 0.10% Reduce -5.8% 16,192 $1.3M
Abner Herrman & Brock LLC 0.13% No change 16,115 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 15,950 $1.3M
Merit Financial Group, LLC 0.01% Add +11.4% 15,925 $1.3M
Jones Financial Companies LLLP 0.00% Add +13.8% 15,898 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.2% 15,722 $1.3M
Strategic Investment Advisors / MI 0.11% Reduce -1.7% 15,682 $1.3M
Wiregrass Investment Management LLC 1.05% — 15,595 $1.3M
Union Bancaire Privee, UBP SA 0.01% New 17,516 $1.2M
Ameritas Advisory Services, LLC 0.05% Add +218.5% 15,496 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.1% 15,357 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -7.3% 15,356 $1.2M
Quantbot Technologies LP 0.04% New 15,262 $1.2M
River Street Advisors LLC 0.45% Add +1.3% 15,095 $1.2M
Waverly Advisors, LLC 0.01% Add +251.8% 14,980 $1.2M
CI Investments Inc. 0.01% Add +39.8% 14,941 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +0.6% 14,887 $1.2M
Prosperity Consulting Group, LLC 0.05% Reduce -4.6% 14,886 $1.2M
South Dakota Investment Council 0.02% Reduce -5.8% 14,694 $1.2M
Sara-Bay Financial 0.35% No change 14,568 $1.2M
Leisure Capital Management 0.39% Reduce -1.8% 14,534 $1.2M
Tilson Financial Group, Inc. 0.36% Add +0.0% 14,518 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +11.4% 14,500 $1.2M
Mutual Advisors, LLC 0.03% Add +10.1% 14,488 $1.2M
Advisors Asset Management, Inc. 0.02% Add +14.3% 14,469 $1.2M
Cordgrass Capital Advisors, LLC 0.28% Add +3.3% 14,393 $1.2M
Herold Advisors, Inc. 0.26% No change 14,389 $1.2M
Bank Ozk 0.41% Reduce -1.3% 14,355 $1.2M
Klein Pavlis & Peasley Financial, Inc. 0.68% Add +9.2% 14,298 $1.1M
Citizens Financial Group Inc. 0.02% Add +8.2% 14,151 $1.1M
CPC Advisors, LLC 0.11% Add +9.9% 14,092 $1.1M
Tulsa Wealth Advisors, INC 0.37% — 14,015 $1.1M
Richard Bernstein Advisors LLC 0.03% Reduce -9.9% 13,950 $1.1M
Premier Path Wealth Partners, LLC 0.14% Add +2.2% 13,880 $1.1M
Farmers & Merchants Trust Co of Chambersburg PA 0.31% No change 13,823 $1.1M
Farringdon Capital, Ltd. 0.27% Add +89.2% 13,733 $1.1M
UMB Bank, n.a. 0.01% Add +9.3% 13,611 $1.1M
Securian Asset Management, Inc. 0.04% Reduce -43.7% 13,572 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +25.0% 13,509 $1.1M
Mufg Securities Americas Inc. 0.07% Reduce -0.1% 13,447 $1.1M
AlphaCore Capital LLC 0.02% Add +359.4% 13,368 $1.1M
Sound View Wealth Advisors Group, LLC 0.07% Reduce -2.7% 13,305 $1.1M
CFS Investment Advisory Services, LLC 0.08% Add +1.1% 13,296 $1.1M
GTS Securities LLC 0.04% Add +26.9% 13,179 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% No change 13,141 $1.1M
denkapparat Operations GmbH 0.57% Add +44.2% 13,128 $1.1M
EPG Wealth Management LLC 0.28% Add +4.4% 12,984 $1.0M
Intech Investment Management LLC 0.01% Reduce -33.1% 12,892 $1.0M
Cresset Asset Management, LLC 0.00% Reduce -0.2% 12,867 $1.0M
Virtue Asset Management LLC 0.84% Add +2.5% 12,852 $1.0M
CSM Advisors, LLC 0.03% Reduce -57.6% 12,634 $1.0M
MRA Advisory Group 0.42% Reduce -0.0% 12,532 $1.0M
Groupama Asset Managment 0.01% Reduce -9.4% 12,521 $1.0M
Mezzasalma Advisors, LLC 0.24% Reduce -1.5% 12,261 $993K
SummitTX Capital, L.P. 0.03% New 12,323 $990K
Polymer Capital Management (US) LLC 0.13% New 12,293 $987K
Los Angeles Capital Management LLC 0.00% Add +128.8% 12,193 $985K
Brown Advisory Inc. 0.00% Reduce -6.0% 12,213 $981K
Wealth Quarterback LLC 0.35% Add +0.2% 12,209 $980K
Schorn Wealth LLC 0.29% No change 12,042 $967K
Modera Wealth Management, LLC 0.01% Reduce -1.9% 11,988 $963K
STRS Ohio 0.00% Add +0.2% 11,962 $961K
Cornerstone Planning Group LLC 0.15% Add +3990.3% 11,780 $959K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Add +6.1% 11,773 $945K
Perigon Wealth Management, LLC 0.02% Add +49.1% 11,713 $941K
Private Wealth Asset Management, LLC 0.10% No change 11,710 $940K
Continuum Advisory, LLC 0.09% Add +240.0% 11,592 $931K
Advisory Alpha, LLC 0.03% Add +14.6% 11,575 $929K
Banque Cantonale Vaudoise 0.03% Reduce -26.9% 11,573 $929K
Elevated Capital Advisors, LLC 0.21% Add +5.3% 11,296 $907K
Gsa Capital Partners LLP 0.08% New 11,250 $903K
Bourne Lent Asset Management Inc. 0.29% No change 11,072 $889K
HBK Sorce Advisory LLC 0.02% Add +10.0% 10,978 $885K
Brooklyn Investment Group 0.04% Add +162.5% 10,964 $885K
Atticus Wealth Management, LLC 0.22% Reduce -1.9% 10,990 $882K
Little House Capital LLC 0.22% Reduce -11.2% 10,887 $874K
Fox Run Management, L.L.C. 0.13% Add +53.9% 10,819 $869K
Cornerstone Planning, LLC 0.20% — 10,612 $856K
Independent Advisor Alliance 0.02% Reduce -4.1% 10,513 $844K
Elevatus Welath Management 0.23% New 10,466 $840K
Ibex Wealth Advisors 0.08% Reduce -1.4% 10,393 $835K
Stratos Wealth Partners, LTD. 0.01% Add +0.8% 10,339 $830K
Cornell Pochily Investment Advisors, Inc. 0.24% Add +0.0% 10,300 $827K
Greenleaf Trust 0.01% Add +6.9% 10,300 $827K
San Luis Wealth Advisors LLC 0.14% Reduce -2.1% 10,277 $825K
Princeton Global Asset Management LLC 0.13% Reduce -0.5% 10,263 $824K
Hilltop National Bank 0.20% Reduce -23.3% 10,252 $823K
Tounjian Advisory Partners, LLC 0.28% Add +0.0% 10,250 $823K
Axq Capital, LP 0.19% New 10,235 $822K
Syon Capital LLC 0.04% Add +39.5% 10,195 $819K
Marin Bay Wealth Advisors, LLC 0.47% — 10,192 $818K
Confluence Wealth Services, Inc. 0.03% Reduce -13.2% 10,148 $815K
NewEdge Wealth, LLC 0.01% Add +188.4% 10,136 $814K
Canada Post Corp Registered Pension Plan 0.03% Reduce -47.9% 10,069 $809K
Farther Finance Advisors, LLC 0.01% Add +57.1% 10,058 $808K
Sovereign Financial Group, Inc. 0.14% Reduce -0.1% 10,032 $806K
Prudential PLC 0.01% No change 10,030 $805K
Johnson Investment Counsel Inc. 0.01% Reduce -3.7% 10,002 $803K
Fortis Group Advisors, LLC 0.13% Reduce -0.5% 9,803 $801K
Haverford Trust Co 0.01% Reduce -30.1% 9,934 $798K
Blue Trust, Inc. 0.01% Reduce -12.9% 9,917 $796K
Global Retirement Partners, LLC 0.01% Add +124.8% 9,896 $795K
Clarity Wealth Advisors, LLC 0.16% Add +0.8% 9,796 $787K
Personal Cfo Solutions, LLC 0.12% Reduce -5.3% 9,787 $786K
Aviso Financial Inc. 0.03% Add +0.8% 9,721 $781K
Brown Brothers Harriman & Co. 0.00% Add +12.7% 9,704 $779K
First Manhattan Co. Llc. 0.00% No change 9,690 $778K
Tower Research Capital LLC (TRC) 0.02% Reduce -47.4% 9,560 $768K
Columbia Bank 0.21% Add +0.3% 9,545 $766K
Cerro Pacific Wealth Advisors LLC 0.21% Reduce -1.4% 9,532 $765K
Tectonic Advisors LLC 0.04% Add +7.8% 9,522 $765K
Tobam 0.19% Add +49584.2% 9,440 $758K
Woodmont Investment Counsel LLC 0.05% Reduce -0.5% 9,367 $752K
Alteri Wealth LLC 0.24% Add +13.3% 9,326 $749K
Coastal Bridge Advisors, LLC 0.06% Add +0.4% 9,299 $747K
HighPoint Advisor Group LLC 0.02% Reduce -6.3% 9,251 $743K
RTD Financial Advisors, Inc. 0.09% No change 9,230 $741K
Elevation Point Wealth Partners, LLC 0.04% Add +33.6% 9,225 $741K
Merrion Investment Management Co, LLC 0.40% No change 9,150 $735K
SBI Okasan Asset Management Co.Ltd. 0.04% — 9,000 $726K
Montecito Bank & Trust 0.11% Add +0.7% 8,974 $721K
Caxton Associates LLP 0.01% Add +255.6% 8,967 $720K
Snowden Capital Advisors LLC 0.02% Add +64.5% 8,954 $719K
IVC Wealth Advisors LLC 0.31% Reduce -2.1% 8,953 $719K
Cullen Capital Management, LLC 0.01% Reduce -0.6% 8,948 $719K
Raab & Moskowitz Asset Management LLC 0.16% Reduce -61.9% 8,918 $716K
Savant Capital, LLC 0.00% Reduce -27.7% 8,865 $712K
LVW Advisors, LLC 0.07% Reduce -1.2% 8,821 $708K
Tema ETFs LLC 0.05% Add +14.7% 8,776 $705K
Aptus Capital Advisors, LLC 0.01% Add +3.2% 8,761 $703K
Main Street Financial Solutions, LLC 0.05% Reduce -58.8% 8,734 $701K
NorthCrest Asset Manangement, LLC 0.02% Reduce -2.9% 8,783 $697K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.7% 8,658 $695K
Coldstream Capital Management Inc. 0.01% Reduce -18.8% 8,584 $689K
First American Trust, FSB 0.05% Reduce -0.6% 8,492 $682K
Fisher Asset Management 0.00% Add +13.2% 8,478 $681K
Oxford Asset Management LLP 0.24% Add +96.0% 8,453 $679K
Themes Management Co LLC 0.54% — 8,395 $674K
Prospera Financial Services Inc 0.01% Reduce -1.0% 8,365 $672K
Vise Technologies, Inc. 0.01% Add +19.1% 8,361 $671K
Mosley Wealth Management 0.31% — 8,195 $670K
Advisors Capital Management, LLC 0.01% Reduce -27.9% 8,259 $663K
Ascentis Independent Advisors 0.11% Reduce -10.2% 8,217 $660K
Quadrant Capital Group LLC 0.02% Reduce -8.2% 8,166 $656K
Crews Bank & Trust 0.09% Reduce -12.9% 8,115 $652K
D.A. Davidson & Co. 0.00% Add +24.5% 8,079 $649K
Lighthouse Investment Partners, LLC 0.02% New 8,033 $645K
Enhancing Capital LLC 0.46% No change 8,000 $642K
Lazard Asset Management LLC 0.00% Add +16.1% 7,980 $641K
GAMMA Investing LLC 0.03% Reduce -9.8% 7,941 $638K
Armstrong Advisory Group, Inc. 0.04% Reduce -3.5% 7,896 $634K
Bradley Foster & Sargent Inc. 0.01% No change 7,887 $633K
Nomura Holdings Inc. 0.00% Reduce -34.2% 7,876 $632K
Signaturefd, LLC 0.01% Add +0.9% 7,841 $630K
TCW Group Inc. 0.00% New 7,834 $629K
Kenora Financial, LLC 0.21% Add +3.8% 7,811 $627K
Fiduciary Trust Co 0.01% Reduce -0.9% 7,798 $626K
Ostrum Asset Management 0.03% Reduce -24.9% 7,672 $616K
Brookstone Capital Management 0.01% Reduce -2.3% 7,639 $613K
Silvercrest Asset Management Group LLC 0.00% Reduce -5.0% 7,634 $613K
Trium Capital LLP 0.47% New 7,585 $609K
Sit Investment Associates Inc. 0.01% Reduce -93.5% 7,560 $607K
Trivium Point Advisory, LLC 0.06% Reduce -27.7% 7,530 $605K
Aigen Investment Management, LP 0.14% Reduce -0.3% 7,475 $600K
Hilton Head Capital Partners, LLC 0.35% — 7,464 $599K
Financial Advisory Partners, LLC 0.17% Reduce -1.8% 7,453 $599K
B. Riley Wealth Advisors, Inc. 0.03% Add +8.0% 7,448 $598K
Gilbert & Cook, Inc. 0.08% Add +1.7% 7,445 $598K
Sax Wealth Advisors, LLC 0.03% Add +12.0% 7,445 $598K
IHT Wealth Management, LLC 0.01% Reduce -6.3% 7,419 $596K
Paragon Private Wealth Management, LLC 0.18% Add +5.4% 7,410 $595K
Breakwater Capital Group 0.08% No change 7,343 $590K
NorthStar Asset Management LLC 0.26% Reduce -1.1% 7,304 $586K
Smartleaf Asset Management LLC 0.02% Reduce -1.0% 7,210 $583K
McGlone Suttner Wealth Management, Inc. 0.08% Add +6.8% 7,242 $582K
FineMark National Bank & Trust 0.02% No change 7,221 $580K
Able Wealth Management LLC 0.18% Add +2.4% 7,750 $579K
Fideuram Asset Management (Ireland) dac 0.05% — 6,990 $578K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% — 7,077 $568K
Wealthspire Advisors, LLC 0.00% Reduce -1.7% 7,076 $568K
Pine Valley Investments Ltd Liability Co 0.03% Add +0.5% 7,064 $567K
Altshuler Shaham Ltd 0.01% Add +7.9% 7,057 $567K
Prime Capital Investment Advisors, LLC 0.01% Reduce -15.2% 7,049 $566K
Siemens Fonds Invest GmbH 0.03% No change 6,956 $563K
Arax Advisory Partners 0.02% Reduce -50.4% 6,985 $561K
Volterra Technologies LP 0.57% New 6,977 $560K
Wealthcare Advisory Partners LLC 0.01% Add +0.3% 6,950 $558K
Accurate Wealth Management, LLC 0.07% Add +5.8% 7,028 $553K
Golden State Wealth Management, LLC 0.06% No change 6,870 $552K
Calton & Associates, Inc. 0.08% Reduce -4.0% 6,847 $550K
Nvwm, LLC 0.12% No change 6,796 $546K
111 Capital 0.12% Reduce -24.1% 6,779 $544K
Cutler Investment Counsel LLC 0.06% No change 6,768 $543K
International Assets Investment Management, LLC 0.04% Add +34.5% 6,717 $539K
Advisors Management Group Inc. 0.10% New 6,707 $539K
1620 Investment Advisors, Inc. 0.36% Reduce -0.1% 6,702 $538K
Caldwell Trust Co 0.05% Add +0.2% 6,664 $535K
Checchi Capital Advisers, LLC 0.04% Reduce -4.7% 6,656 $534K
Wesbanco Bank Inc. 0.01% Reduce -0.7% 6,616 $531K
Howe & Rusling Inc. 0.04% Reduce -9.7% 6,606 $530K
Apella Capital, LLC 0.01% Add +22.2% 6,532 $525K
Frank, Rimerman Advisors LLC 0.03% Add +0.8% 6,532 $525K
Stevens Capital Management LP 0.18% Reduce -57.0% 6,524 $524K
Keybank National Association 0.00% Add +13.0% 6,518 $523K
Clarius Group, LLC 0.03% Add +0.9% 6,512 $523K
Twin Capital Management Inc. 0.06% Reduce -3.8% 6,511 $523K
Klingman & Associates, LLC 0.03% New 6,475 $520K
Wilmington Savings Fund Society, FSB 0.01% Reduce -14.8% 6,409 $515K
EP Wealth Advisors, LLC 0.00% — 6,362 $511K
Integrated Advisors Network LLC 0.02% Reduce -82.6% 6,327 $508K
Essex Financial Services, Inc. 0.03% Reduce -1.4% 6,310 $507K
Newman Dignan & Sheerar, Inc. 0.11% Add +11.8% 6,279 $504K
Chicago Partners Investment Group LLC 0.01% Add +5.1% 6,440 $504K
Howard Wealth Management, LLC 0.22% No change 6,274 $504K
Mendel Money Management 0.21% Reduce -6.6% 6,260 $503K
Vista Capital Partners, Inc. 0.05% New 6,246 $502K
Haven Capital Group, Inc. 0.47% Reduce -21.0% 6,231 $500K
Center For Asset Management LLC 0.26% Reduce -11.0% 6,214 $499K
Meiji Yasuda Life Insurance Co 0.01% No change 6,208 $499K
Shufro Rose & Co. LLC 0.03% Reduce -0.1% 6,184 $497K
Woodward Diversified Capital, LLC 0.23% Add +5.6% 6,138 $493K
Summit Financial, LLC 0.01% Reduce -5.6% 6,122 $492K
Capital Investment Advisors, LLC 0.01% Add +0.1% 6,106 $490K
Wedmont Private Capital 0.02% Add +0.1% 6,315 $490K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 6,066 $487K
Sumitomo Life Insurance Co. 0.01% Add +1.1% 6,057 $486K
SeaCrest Wealth Management, LLC 0.05% Reduce -2.3% 6,250 $485K
Liberty Wealth Management LLC 0.06% No change 6,013 $483K
Wedbush Securities Inc. 0.01% Add +0.5% 5,975 $480K
Bluedoor Private Wealth, LLC 0.22% — 5,937 $477K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +4.5% 5,901 $474K
Summit Global Investments 0.03% New 5,871 $471K
Crestwood Advisors Group, LLC 0.01% Add +13.7% 5,838 $469K
Integrity Alliance, Llc. 0.02% Add +5.2% 5,837 $469K
Heritage Wealth Management, Inc. 0.13% No change 5,827 $468K
Fiduciary Group, LLC 0.04% No change 5,730 $460K
Palumbo Wealth Management LLC 0.11% Add +0.5% 5,728 $460K
Brandywine Oak Private Wealth LLC 0.04% Reduce -5.0% 5,700 $458K
Probity Advisors, Inc. 0.07% Reduce -23.1% 5,661 $455K
Wealth Alliance, LLC 0.04% Reduce -2.9% 5,658 $454K
Edge Financial Advisors LLC 0.19% Reduce -29.7% 5,653 $454K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +1.9% 5,625 $452K
Moneta Group Investment Advisors LLC 0.00% Reduce -6.1% 5,608 $450K
Kingsview Wealth Management, LLC 0.01% Add +22.9% 5,577 $448K
Triad Wealth Partners, LLC 0.04% Add +0.6% 5,563 $447K
Baker Avenue Asset Management, LP 0.01% Add +1.9% 5,541 $445K
Smallwood Wealth Investment Management, LLC 0.23% Reduce -40.6% 5,526 $444K
Capital International Sarl 0.01% New 5,525 $444K
Hudock, Inc. 0.07% Add +0.1% 5,516 $443K
Aurora Private Wealth, Inc. 0.29% — 5,518 $443K
Riverview Trust Co 0.54% No change 5,515 $443K
PCG Asset Management, LLC 0.35% Reduce -3.7% 5,430 $441K
Centennial Wealth Advisory LLC 0.12% Add +3.2% 5,468 $439K
Oxford Financial Group, LTD. LLC 0.02% Reduce -2.4% 5,434 $436K
Keystone Financial Planning, Inc. 0.13% Add +3.2% 5,406 $434K
Erste Asset Management GmbH 0.00% Reduce -13.8% 5,363 $433K
Exencial Wealth Advisors, LLC 0.01% Add +9.3% 5,385 $432K
LSP Investment Advisors, LLC 0.23% No change 5,350 $430K
Courier Capital LLC 0.02% Add +0.8% 5,338 $429K
Element Wealth, LLC 0.18% Add +0.0% 5,322 $427K
Leavell Investment Management, Inc. 0.02% No change 5,277 $424K
St Germain D J Co. Inc. 0.02% No change 5,268 $423K
Massachusetts Wealth Management 0.20% Add +0.5% 5,250 $422K
Argyle Capital Management, LLC 0.14% No change 5,250 $422K
Stock Yards Bank & Trust Co. 0.01% No change 5,238 $421K
Key Financial Inc 0.08% Add +2.6% 5,221 $419K
Federated Hermes, Inc. 0.00% Reduce -10.3% 5,217 $419K
Strategies Wealth Advisors, LLC 0.04% New 5,210 $418K
Chartist Inc. 0.28% No change 5,204 $418K
CreativeOne Wealth, LLC 0.01% Reduce -7.0% 5,198 $417K
Vontobel Holding Ltd. 0.00% Add +1.9% 5,187 $417K
Dividend Assets Capital, LLC 0.08% Reduce -11.2% 5,170 $415K
Bessemer Group Inc. 0.00% Reduce -9.8% 5,140 $413K
Segment Wealth Management, LLC 0.02% Add +3.7% 5,141 $413K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -3.1% 5,112 $410K
Prasad Wealth Partners, LLC 0.11% Add +0.0% 5,110 $410K
V-Square Quantitative Management LLC 0.04% New 5,062 $406K
Centerpoint Advisors, LLC 0.12% Add +714.4% 5,025 $404K
Asset Dedication, LLC 0.03% No change 5,011 $402K
Flaharty Asset Management, LLC 0.05% Add +0.1% 5,010 $402K
PDS Planning, Inc 0.03% Reduce -3.3% 5,009 $402K
Gilliland Jeter Wealth Management LLC 0.12% No change 5,001 $402K
Groupe la Francaise 0.01% Add +1394.9% 4,993 $401K
Northstar Advisory Group, LLC 0.14% Add +0.0% 4,986 $400K
D.B. Root & Company, LLC 0.10% Add +1.6% 4,981 $400K
Legacy Advisors, LLC 0.04% Add +4.4% 4,947 $397K
Fifth Third Wealth Advisors LLC 0.01% Reduce -3.5% 4,936 $396K
Smithfield Trust Co 0.02% No change 4,932 $396K
Regions Financial Corp. 0.00% Reduce -2.6% 4,894 $393K
Sagespring Wealth Partners, LLC 0.01% Reduce -44.5% 4,893 $393K
McRae Capital Management Inc. 0.08% Reduce -4.1% 4,890 $393K
Beacon Bank & Trust 0.08% Reduce -2.2% 4,878 $392K
Cigna Investments Inc. 0.06% No change 4,871 $391K
FourThought Financial Partners, LLC 0.03% Add +4.8% 4,848 $389K
Lanark Financial, Inc. 0.03% Reduce -90.3% 4,847 $389K
Fulcrum Capital LLC 0.08% No change 4,809 $386K
Brian Low Financial Group, LLC 0.27% Reduce -25.2% 4,779 $384K
Strategic Wealth Partners, Ltd. 0.03% New 4,779 $384K
Northstar Group, Inc. 0.05% No change 4,762 $382K
Mirabella Financial Services LLP 0.04% New 4,755 $382K
Ellevest, Inc. 0.05% New 4,726 $379K
Eastern Bank 0.01% No change 4,705 $378K
WealthPLAN Partners, LLC 0.06% No change 4,671 $375K
NBT Bank, N.A. 0.02% Reduce -0.1% 3,792 $375K
Ironwood Investment Counsel, LLC 0.05% Reduce -1.0% 4,648 $373K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Reduce -7.8% 4,647 $373K
AlphaQuest LLC 0.02% Reduce -61.2% 4,620 $371K
Ransom Advisory, Ltd 0.15% No change 4,600 $369K
Symphony Financial, Ltd. Co. 0.05% Reduce -51.3% 4,562 $369K
Duncker Streett & Co. Inc. 0.07% No change 4,553 $366K
Ameritas Investment Partners, Inc. 0.01% No change 4,549 $365K
Ignite Planners, LLC 0.06% Add +3.8% 4,434 $365K
Parallel Advisors, LLC 0.01% Add +27.0% 4,544 $365K
Guardian Partners Inc. 0.03% New 4,543 $364K
Higgins & Schmidt Wealth Strategies LLC 0.17% No change 4,532 $364K
US Asset Management LLC 0.30% Reduce -0.6% 4,527 $364K
Aaron Wealth Advisors LLC 0.02% Add +64.7% 4,518 $363K
Crawford Investment Counsel Inc. 0.01% No change 4,480 $360K
Intrua Financial, LLC 0.04% Reduce -3.2% 4,476 $359K
Havemeyer Place LP 0.07% — 4,473 $359K
Redwood Wealth Management Group, LLC 0.15% Reduce -0.7% 4,465 $359K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% Add +21.0% 4,460 $358K
Empirical Asset Management, LLC 0.10% Reduce -0.1% 4,458 $358K
EagleClaw Capital Managment, LLC 0.05% No change 4,450 $357K
Kahn Brothers Group Inc. 0.06% Add +22.1% 4,424 $355K
Capital Planning Advisors, LLC 0.05% Add +0.6% 4,407 $354K
Cary Street Partners Financial LLC 0.01% Add +37.0% 4,340 $349K
Focus Partners Advisor Solutions, LLC 0.00% New 4,329 $348K
Prosperity Advisers, LLC 0.29% — 4,325 $347K
First National Bank & Trust Co. of Newtown 0.06% No change 4,322 $347K
Becker Capital Management Inc. 0.01% Add +0.4% 4,299 $345K
Neville Rodie & Shaw Inc. 0.02% No change 4,284 $344K
Roundview Capital LLC 0.02% Reduce -2.8% 4,274 $343K
Sowell Financial Services LLC 0.01% Reduce -5.6% 4,273 $343K
GM Advisory Group, LLC 0.01% No change 4,248 $341K
Mather Group, Llc. 0.00% Add +3.6% 4,221 $339K
Evolve Private Wealth, LLC 0.02% — 4,205 $338K
Principal Securities, Inc. 0.01% Reduce -18.6% 4,201 $337K
Welch & Forbes LLC 0.00% Reduce -1.3% 4,194 $337K
MLP3, LLC 0.37% — 4,184 $336K
Allegheny Financial Group 0.05% Add +0.1% 4,161 $334K
Csenge Advisory Group 0.02% Reduce -12.5% 4,153 $333K
Midwest Trust Co 0.00% Reduce -1.3% 4,139 $332K
Mill Creek Capital Advisors, LLC 0.01% No change 4,131 $332K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.8% 4,130 $332K
Whittier Trust Co. 0.00% Reduce -2.5% 4,194 $330K
Sterling Investment Counsel, LLC 0.09% New 3,899 $329K
Select Asset Management & Trust 0.10% No change 4,103 $329K
Qtron Investments LLC 0.04% No change 4,089 $328K
Alvarez & Marsal Private Wealth Partners, LLC 0.06% — 4,065 $326K
Exchange Traded Concepts, LLC 0.00% Reduce -10.1% 4,059 $326K
Quaker Wealth Management, LLC 0.10% Add +0.3% 4,045 $325K
Bogart Wealth, LLC 0.01% Add +0.6% 4,013 $322K
Flagship Harbor Advisors, LLC 0.02% Reduce -11.6% 4,008 $322K
Transcend Capital Advisors, LLC 0.03% Reduce -18.6% 4,004 $322K
Mark Sheptoff Financial Planning, LLC 0.15% No change 4,000 $321K
Luken Investment Analytics, LLC 0.13% Add +0.1% 3,994 $321K
Simplicity Wealth,LLC 0.02% Add +3.3% 3,990 $320K
StoneX Group Inc. 0.01% Add +32.8% 3,980 $320K
Hazlett, Burt & Watson, Inc. 0.10% No change 3,945 $317K
NFSG Corp 0.05% Reduce -1.3% 3,948 $317K
Aster Capital Management (DIFC) Ltd 0.14% New 3,941 $316K
Avior Wealth Management, LLC 0.01% Reduce -6.0% 3,936 $316K
Level Four Advisory Services, LLC 0.01% Reduce -66.3% 3,931 $316K
Sage Mountain Advisors LLC 0.02% New 3,901 $313K
Trust Point Inc. 0.02% Reduce -6.6% 3,899 $313K
Revolve Wealth Partners, LLC 0.04% Add +0.7% 3,897 $313K
Trust Co. of Vermont 0.01% No change 3,860 $310K
CRA Financial Services, LLC 0.04% Reduce -7.1% 3,856 $310K
Austin Private Wealth, LLC 0.02% Add +4.9% 3,847 $309K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.3% 3,839 $308K
Kovack Advisors, Inc. 0.01% New 3,837 $308K
Clark Capital Management Group, Inc. 0.00% Add +6.6% 3,827 $307K
RiverFront Investment Group, LLC 0.01% No change 3,822 $307K
Retirement Planning Group, LLC 0.01% Add +0.7% 3,822 $307K
PCB Capital LLC 0.49% — 3,816 $306K
Evergreen Capital Management LLC 0.01% Add +4.6% 3,797 $305K
Cassaday & Co Wealth Management LLC 0.01% No change 3,786 $304K
Blom & Howell Financial Planning, Inc. 0.30% — 3,780 $304K
Diversified Enterprises, LLC 0.02% New 3,738 $300K
Private Trust Co. NA 0.03% Reduce -6.5% 3,735 $300K
RDA Financial Network 0.07% New 3,730 $300K
Diversified Trust Co. 0.01% Reduce -33.6% 3,724 $299K
New Age Alpha Advisors, LLC 0.01% Reduce -87.9% 3,720 $299K
Summit Investment Advisory Services, LLC 0.11% No change 3,701 $297K
Iams Wealth Management, LLC 0.11% Add +47.1% 3,693 $297K
DRW Securities, LLC 0.02% New 3,672 $295K
Rexford Capital Inc. 0.22% Add +1.1% 3,663 $294K
Towercrest Capital Management 0.05% No change 3,652 $293K
Truvestments Capital LLC 0.05% Add +0.2% 3,646 $293K
Single Point Partners, LLC 0.06% No change 3,645 $293K
Mystic Asset Management, Inc. 0.07% Reduce -2.7% 3,644 $293K
Harbour Wealth Management Group, Inc. 0.23% — 3,642 $292K
Foster & Motley Inc. 0.02% No change 3,634 $292K
Ledyard National Bank 0.03% Add +0.7% 3,630 $291K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +0.8% 3,629 $291K
Everett Harris & Co. 0.00% No change 3,625 $291K
Onyx Bridge Wealth Group LLC 0.03% Add +14.8% 3,616 $290K
Wbi Investments, LLC 0.08% New 3,605 $289K
Legacy Financial Advisors, Inc. 0.04% Reduce -12.8% 3,587 $288K
Hanson & Doremus Investment Management 0.03% Reduce -1.6% 3,588 $288K
Entrust Financial LLC 0.21% — 3,582 $288K
Vestmark Advisory Solutions, Inc. 0.00% Add +18.8% 3,582 $288K
Caliber Wealth Management, LLC / KS 0.03% Reduce -88.4% 3,570 $287K
FORM Wealth Advisors, LLC 0.03% — 3,562 $286K
Wexford Capital LP 0.07% New 3,546 $285K
Asset Advisory Group, Inc. 0.14% — 3,545 $285K
CX Institutional 0.01% Add +5.8% 3,531 $284K
Mitchell & Pahl Private Wealth, LLC 0.12% No change 3,513 $282K
NCM Capital Management, LLC 0.10% No change 3,512 $282K
HM Payson & Co. 0.00% Reduce -6.7% 3,505 $281K
WFA of San Diego, LLC 0.21% No change 3,500 $281K
Clearstead Advisors, LLC 0.00% Add +34.8% 3,482 $280K
High Falls Advisors, Inc 0.06% Add +0.5% 3,464 $278K
Gateway Investment Advisers LLC 0.00% Add +35.7% 3,449 $277K
Twinbeech Capital LP 0.02% Reduce -98.5% 3,426 $275K
Rosenberg Matthew Hamilton 0.06% Reduce -2.3% 3,408 $274K
Compass Financial Group, INC 0.04% Add +0.3% 3,406 $274K
Williams Jones Wealth Management, LLC. 0.00% Add +3.3% 3,404 $273K
FLC Capital Advisors 0.05% No change 3,400 $273K
Raleigh Capital Management Inc. 0.10% Add +0.3% 3,391 $272K
Capital Analysts, LLC 0.01% Reduce -0.2% 3,379 $272K
Pegasus Asset Management, Inc. 0.08% No change 3,387 $272K
Guyasuta Investment Advisors Inc. 0.02% No change 3,379 $271K
LBP Am SA 0.00% Reduce -93.1% 3,373 $271K
Philadelphia Trust Co. 0.02% No change 3,366 $270K
Meadowbrook Advisors Group, LLC 0.15% — 3,354 $269K
Eagle Wealth Strategies LLC 0.13% Reduce -3.0% 3,343 $268K
Sterling Financial Planning, Inc. 0.08% No change 3,331 $267K
Bank of Nova Scotia Trust Co. 0.02% New 3,318 $266K
Walser Wealth Management Company, A Ltd Liability Co 0.14% — 3,306 $265K
Walled Lake Planning & Wealth Management, LLC 0.08% Add +0.8% 3,296 $265K
Ingalls & Snyder LLC 0.01% Reduce -13.3% 3,271 $263K
Carret Asset Management, LLC 0.02% No change 3,272 $263K
LaSalle St. Investment Advisors, LLC 0.04% Add +18.2% 3,263 $262K
Alliance Wealth Management Group 0.06% No change 3,252 $261K
Innova Wealth Partners 0.13% No change 3,250 $261K
Ruggaard & Associates LLC 0.10% No change 3,233 $260K
Moneco Advisors, LLC 0.02% Reduce -0.4% 3,233 $260K
Ausdal Financial Partners, Inc. 0.01% Reduce -19.4% 3,224 $259K
AlTi Global, Inc. 0.01% Reduce -0.6% 3,220 $259K
West Bancorporation Inc. 0.13% Add +4.8% 3,185 $256K
Joel Isaacson & Co., LLC 0.01% No change 3,167 $254K
Dogwood Wealth Management LLC 0.11% Add +45085.7% 3,163 $254K
Kelly Financial Services LLC 0.06% No change 3,163 $254K
First Western Trust Bank 0.01% No change 3,157 $254K
Optimize Financial Inc. 0.13% Add +1.4% 3,155 $253K
Trustmark Bank Trust Department 0.02% No change 3,152 $253K
Magnus Financial Group LLC 0.02% Reduce -0.1% 3,148 $253K
Gladstone Institutional Advisory LLC 0.01% Add +15.7% 3,142 $252K
SlateStone Wealth, LLC 0.02% No change 3,135 $252K
UNIVEST FINANCIAL Corp 0.01% No change 3,138 $252K
RNC Capital Management LLC 0.01% No change 3,137 $252K
SVB Wealth LLC 0.01% Reduce -5.0% 3,122 $251K
Modern Wealth Management, LLC 0.00% Add +23.7% 3,114 $250K
Stewardship Advisors, LLC 0.06% Reduce -0.1% 3,106 $249K
BLB&B Advisors, LLC 0.01% No change 3,106 $249K
one8zero8, LLC 0.05% No change 3,100 $249K
Oak Barrel Wealth Advisory LLC 0.15% — 3,084 $248K
DAVENPORT & Co LLC 0.00% Add +10.5% 3,074 $247K
Private Wealth Management Group, LLC 0.07% Add +0.6% 3,069 $246K
Byrne Asset Management LLC 0.14% Reduce -1.4% 3,055 $245K
Severin Investments, LLC 0.22% Reduce -8.2% 3,042 $244K
Ballentine Partners, LLC 0.00% Reduce -9.5% 3,042 $244K
Bull Street Advisors, LLC 0.11% No change 3,036 $244K
FIL Ltd 0.00% Reduce -0.9% 3,033 $244K
Spire Wealth Management 0.01% Reduce -14.9% 3,031 $243K
Savvy Advisors, Inc. 0.01% New 3,030 $243K
First Citizens Bank & Trust Co. 0.01% Reduce -13.4% 3,027 $243K
HUB Investment Partners, LLC 0.01% Reduce -5.0% 3,018 $242K
Certuity, LLC 0.02% Reduce -1.6% 3,004 $241K
SOL Capital Management CO 0.02% No change 3,000 $241K
Thoma Capital Management LLC 0.14% No change 2,997 $241K
Childress Capital Advisors, LLC 0.04% Add +1.5% 2,996 $241K
Stonebrook Private Inc. 0.05% Reduce -75.5% 2,994 $240K
180 Wealth Advisors, LLC 0.03% New 2,985 $240K
Cidel Asset Management Inc. 0.02% Add +11.9% 2,977 $239K
Advisor OS, LLC 0.02% Add +5.3% 2,949 $237K
Rwa Wealth Partners, LLC 0.00% Reduce -22.1% 2,936 $236K
Wealth Alliance Advisory Group, LLC 0.04% Add +0.2% 2,927 $235K
International Private Wealth Advisors LLC 0.15% Add +1.1% 2,906 $233K
Baldwin Investment Management, LLC 0.03% No change 2,900 $233K
Calamos Wealth Management LLC 0.01% Reduce -6.3% 2,896 $233K
Patton Fund Management, Inc. 0.03% Reduce -8.1% 2,894 $232K
Carnegie Investment Counsel 0.00% No change 2,889 $232K
Fortress Private Ledger, LLC 0.08% New 2,886 $232K
Pathfinder Wealth Consulting, Inc. 0.15% — 2,885 $232K
Sage Private Wealth Group, LLC 0.12% Add +1.5% 2,874 $231K
Birch Financial Group, LLC 0.13% Add +2.0% 2,873 $231K
Dorsey & Whitney Trust CO LLC 0.01% Add +6.7% 2,871 $231K
LiftPoint Family Wealth Advisors LLC 0.20% — 2,866 $230K
Chesapeake Wealth Management 0.07% Reduce -19.3% 2,863 $230K
Frec Markets, Inc. 0.07% — 2,846 $229K
Platform Wealth Management, LLC 0.06% — 2,845 $228K
WealthTrust Axiom LLC 0.06% No change 2,844 $228K
Clearwave Capital, LLC 0.17% — 2,841 $228K
Compound Planning, Inc. 0.01% Add +0.6% 2,836 $228K
Schnieders Capital Management, Llc. 0.04% No change 2,831 $227K
Bernardo Wealth Planning LLC 0.04% Add +0.6% 2,821 $227K
Chemistry Wealth Management LLC 0.04% Reduce -59.2% 2,810 $226K
Atlantic Union Bankshares Corp 0.00% Reduce -13.5% 2,801 $225K
Hickory Point Bank & Trust 0.16% No change 2,792 $224K
Beaton Management Co. Inc. 0.10% No change 2,792 $224K
Green Ridge Wealth Planning LLC 0.11% — 2,785 $224K
Focused Alpha, LLC 0.07% — 2,783 $223K
Conning Inc. 0.01% Reduce -21.1% 2,771 $223K
Master's Wealth Management Inc. 0.08% Add +13.0% 2,771 $223K
L2 Asset Management, LLC 0.03% Add +6.5% 2,770 $222K
EverSource Wealth Advisors, LLC 0.01% Reduce -13.1% 2,767 $222K
Leonteq Securities AG 0.01% Add +441.9% 2,753 $221K
RFG Advisory, LLC 0.00% Reduce -6.3% 2,752 $221K
Sovran Advisors, LLC 0.02% Add +3.6% 2,771 $220K
Boothbay Fund Management, LLC 0.01% Reduce -49.7% 2,734 $220K
Jeppson Wealth Management, LLC 0.07% No change 2,725 $219K
Beaumont Financial Advisors, LLC 0.01% New 2,724 $219K
Balefire, LLC 0.04% New 2,720 $218K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.0% 2,719 $218K
Pinion Investment Advisors, LLC 0.05% Reduce -3.5% 2,716 $218K
Cambridge Financial Group, LLC 0.08% No change 2,577 $218K
Edgestream Partners, L.P. 0.01% New 2,700 $217K
TD Waterhouse Canada Inc. 0.00% Add +95.9% 2,696 $217K
Morton Capital Management LLC 0.03% No change 2,674 $215K
Berman McAleer LLC 0.03% No change 2,673 $215K
Procyon Advisors, LLC 0.01% Add +2.3% 2,669 $214K
Cypress Wealth Services, LLC 0.03% Add +2.7% 2,667 $214K
Flputnam Investment Management Co. 0.00% Reduce -2.3% 2,666 $214K
Pines Wealth Management, LLC 0.07% Add +9.8% 2,632 $211K
CENTRAL TRUST Co 0.00% Reduce -9.4% 2,624 $211K
Keel Point, LLC 0.01% Add +3.4% 2,620 $210K
Fusion Capital, LLC 0.06% New 2,615 $210K
Ethos Financial Group, LLC 0.02% Add +1.6% 2,614 $210K
Ferguson Wellman Capital Management, Inc. 0.00% Reduce -1.4% 2,607 $209K
Braun-Bostich & Associates Inc. 0.13% Add +1.7% 2,605 $209K
Spectrum Wealth Advisory Group, LLC 0.08% Reduce -4.6% 2,604 $209K
BOS Asset Management, LLC 0.06% No change 2,598 $209K
Grantvest Financial Group LLC 0.13% No change 2,596 $208K
Carnegie Lake Advisors LLC 0.08% Reduce -16.2% 2,586 $208K
Silver Oak Securities, Incorporated 0.01% Add +8.5% 2,563 $207K
Harrell Investment Partners, LLC 0.05% Reduce -92.8% 2,580 $207K
Advyzon Investment Management, LLC 0.02% New 2,572 $207K
Douglas Lane & Associates, LLC 0.00% Reduce -2.3% 2,564 $206K
Virtue Capital Management, LLC 0.03% New 2,542 $206K
Marion Wealth Management 0.05% No change 2,600 $204K
AlphaGrep UK Ltd 0.07% — 2,522 $203K
Asset Management Group, Inc. 0.03% Add +0.8% 2,509 $201K
Meridian Wealth Partners, LLC 0.03% Reduce -2.1% 2,505 $201K
National Wealth Management Group, LLC 0.07% Reduce -23.0% 2,505 $201K
Treasure Coast Financial Planning 0.11% No change 2,500 $201K
Basecamp Wealth Advisors LLC 0.04% — 2,421 $194K
Rossby Financial, LCC 0.06% Add +4.7% 2,419 $194K
North Star Investment Management Corp. 0.01% Add +0.5% 2,411 $194K
Webster Bank, N. A. 0.02% Reduce -20.0% 2,400 $193K
ESL Trust Services, LLC 0.04% No change 2,332 $187K
Aspect Partners, LLC 0.08% Add +0.3% 2,300 $185K
Manchester Capital Management LLC 0.03% Reduce -4.5% 2,298 $185K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.7% 2,252 $181K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +0.7% 2,235 $179K
TD Private Client Wealth LLC 0.00% Reduce -3.0% 2,226 $179K
Global Trust Asset Management, LLC 0.07% No change 2,168 $174K
Valley National Advisers Inc. 0.02% Add +8.3% 1,968 $158K
Larson Financial Group LLC 0.01% Reduce -3.7% 1,940 $156K
Estate Planners Group, LLC 0.06% — 1,858 $149K
iA Global Asset Management Inc. 0.00% Reduce -94.3% 1,825 $147K
Geneos Wealth Management Inc. 0.00% Reduce -6.7% 1,823 $146K
Richardson Financial Services Inc. 0.05% Reduce -9.1% 1,810 $145K
Westfuller Advisors, LLC 0.06% Reduce -1.8% 1,762 $142K
Flagship Wealth Advisors, LLC 0.04% No change 1,706 $137K
Grove Bank & Trust 0.02% Reduce -44.0% 1,685 $135K
Cromwell Holdings LLC 0.07% No change 1,617 $130K
Kelleher Financial Advisors 0.03% No change 1,598 $128K
SageView Advisory Group, LLC 0.00% New 1,533 $123K
St. Johns Investment Management Company, LLC 0.05% No change 1,500 $120K
Centaurus Financial, Inc. 0.01% Add +0.4% 1,483 $119K
CYBER HORNET ETFs LLC 0.07% Add +6.0% 1,438 $115K
Parkside Financial Bank & Trust 0.01% Add +6.4% 1,415 $114K
City State Bank 0.03% No change 1,401 $113K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,405 $110K
Hurley Capital, LLC 0.06% Reduce -0.4% 1,343 $108K
Sound Income Strategies, LLC 0.01% Add +383.1% 1,343 $107K
JFS Wealth Advisors, LLC 0.01% Add +4.2% 1,318 $106K
Strategic Investment Solutions, Inc. 0.03% No change 1,316 $106K
Sentry Investment Management LLC 0.07% No change 1,286 $103K
Quent Capital, LLC 0.01% Reduce -11.0% 1,245 $100K
Union Savings Bank 0.04% — 1,230 $99K
Trust Co. of Toledo NA 0.01% Reduce -52.7% 1,218 $98K
Rothschild Investment LLC 0.01% Add +20.0% 1,207 $97K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -4.0% 1,205 $97K
Harbour Investments, Inc. 0.00% Add +7.2% 1,183 $95K
SouthState Bank Corp 0.00% Add +4.5% 1,169 $94K
Archer Investment Corp 0.02% Reduce -39.5% 1,158 $93K
Financial Consulate, Inc. 0.01% Add +0.1% 1,146 $92K
McIlrath & Eck, LLC 0.01% Add +55.4% 1,142 $92K
GHP Investment Advisors, Inc. 0.00% Add +0.6% 1,140 $92K
Elyxium Wealth, LLC 0.03% New 1,135 $91K
Prudent Man Investment Management, Inc. 0.03% No change 1,134 $91K
Hager Investment Management Services, LLC 0.05% No change 1,123 $90K
REAP Financial Group, LLC 0.02% Add +11.8% 1,121 $90K
Center for Financial Planning, Inc. 0.01% Reduce -79.5% 1,119 $90K
Godfrey Financial Associates, Inc. 0.08% — 1,090 $88K
Zions Bancorporation, National Association 0.00% Add +379.8% 1,070 $86K
Montag A & Associates Inc. 0.00% No change 1,067 $86K
Root Financial Partners, LLC 0.00% Add +11.5% 1,048 $84K
Ameriflex Group, Inc. 0.04% Reduce -24.2% 1,029 $83K
Pittenger & Anderson Inc. 0.00% No change 1,026 $82K
Anchor Investment Management, LLC 0.01% No change 1,016 $82K
Catalyst Capital Advisors LLC 0.00% Reduce -41.8% 1,011 $81K
Vision Financial Markets LLC 0.08% No change 1,000 $80K
Trust Co 0.01% New 1,000 $80K
Washington Trust Advisors, Inc. 0.01% Add +4.6% 970 $78K
MTM Investment Management, LLC 0.02% Add +0.7% 948 $76K
Legacy Wealth Managment, LLC 0.04% Add +42.3% 948 $76K
Tsfg, LLC 0.01% No change 944 $76K
Benson Wealth Management INC 0.08% — 936 $75K
Silvant Capital Management LLC 0.00% No change 910 $73K
GW&K Investment Management, LLC 0.00% Reduce -5.1% 912 $73K
Carolina Wealth Advisors, LLC 0.03% No change 900 $72K
Kimelman & Baird, LLC 0.01% No change 900 $72K
Intact Investment Management Inc. 0.00% New 900 $72K
CoreCap Advisors, LLC 0.00% Reduce -14.3% 878 $71K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +4.1% 856 $69K
Cary Street Partners Investment Advisory LLC 0.02% Add +33.7% 821 $66K
CoreFirst Bank & Trust 0.04% Reduce -5.1% 820 $66K
JNBA Financial Advisors 0.01% No change 800 $64K
Reyes Financial Architecture, Inc. 0.04% No change 798 $64K
AdvisorNet Financial, Inc 0.00% Add +7.4% 771 $62K
Albion Financial Group 0.00% Reduce -1.8% 762 $61K
PFS Partners, LLC 0.03% Add +0.1% 750 $60K
Summit Securities Group LLC 0.01% Reduce -13.7% 741 $60K
Country Trust Bank 0.00% No change 735 $59K
Torren Management, LLC 0.03% — 731 $59K
MV Capital Management, Inc. 0.01% Add +0.4% 729 $59K
Covestor Ltd 0.03% Add +102.2% 724 $58K
S&T Bank 0.02% No change 713 $57K
Board of the Pension Protection Fund 0.05% New 700 $56K
Blue Bell Private Wealth Management, LLC 0.01% No change 695 $56K
DV Equities, LLC 0.01% — 692 $56K
Kingdom Financial Group LLC. 0.02% New 691 $55K
Tower View Wealth Management LLC 0.03% Add +22.6% 683 $55K
Brown, Lisle/Cummings, Inc. 0.01% No change 683 $55K
Deseret Mutual Benefit Administrators 0.02% No change 677 $54K
Gen-Wealth Partners Inc 0.02% Reduce -8.3% 677 $54K
Peoples Financial Services Corp. 0.02% No change 664 $53K
Murphy & Mullick Capital Management Corp 0.04% Reduce -39.2% 641 $51K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 640 $51K
1015 Capital Partners, LLC 0.05% — 637 $51K
Colonial Trust Co / SC 0.01% Add +9.1% 625 $50K
MCF Advisors LLC 0.00% Add +5.3% 612 $49K
Gables Capital Management Inc. 0.02% No change 600 $48K
Colonial Trust Advisors 0.00% No change 600 $48K
TFC Financial Management, Inc. 0.01% Add +3000.0% 589 $47K
Ramirez Asset Management, Inc. 0.01% No change 583 $47K
Harbor Investment Advisory, LLC 0.00% Add +18.2% 578 $46K
Toth Financial Advisory Corp. 0.00% Add +0.2% 561 $45K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 554 $44K
Capital Advisors, Ltd. LLC 0.00% No change 533 $43K
Foster Dykema Cabot & Partners, LLC 0.00% Add +4.4% 522 $42K
United Community Bank 0.02% Reduce -48.6% 520 $42K
CGC Financial Services, LLC 0.01% No change 520 $42K
Versant Capital Management, Inc 0.01% Reduce -22.0% 510 $41K
Robinswood Financial LLC 0.01% Add +0.6% 504 $41K
Hussman Strategic Advisors, Inc. 0.01% No change 500 $40K
Motiv8 Investments LLC 0.02% New 500 $40K
First Community Trust NA 0.03% No change 488 $39K
CBIZ Investment Advisory Services, LLC 0.00% No change 478 $38K
Birchbrook, Inc. 0.02% No change 466 $37K
Millstone Evans Group, LLC 0.02% No change 454 $36K
Steigerwald, Gordon & Koch Inc. 0.00% No change 450 $36K
Boyd Watterson Asset Management LLC 0.01% No change 448 $36K
First Command Advisory Services, Inc. 0.00% Add +8.0% 445 $36K
SOA Wealth Advisors, LLC. 0.01% No change 430 $35K
Bellevue Asset Management, LLC 0.01% Add +0.2% 428 $34K
Bayban 0.03% — 414 $33K
Nemes Rush Group LLC 0.00% Add +2.8% 411 $33K
Costello Asset Management, INC 0.01% Reduce -25.9% 400 $32K
Cranbrook Wealth Management, LLC 0.01% No change 400 $32K
Wealth Preservation Advisors, LLC 0.02% No change 399 $32K
Bruce G. Allen Investments, LLC 0.02% Reduce -23.9% 375 $30K
Estabrook Capital Management 0.00% No change 373 $30K
Sunbelt Securities, Inc. 0.00% No change 370 $30K
Ancora Advisors LLC 0.00% Add +92.9% 353 $28K
Quest 10 Wealth Builders, Inc. 0.02% Add +250.5% 347 $28K
Farmers & Merchants Investments Inc. 0.00% No change 340 $27K
Pacific Center for Financial Services 0.01% No change 314 $26K
TD Capital Management LLC 0.00% Add +0.6% 320 $26K
Fairman Group, LLC 0.02% No change 318 $26K
Keating Financial Advisory Services, Inc. 0.00% — 317 $25K
Syntax Research, Inc. 0.02% No change 315 $25K
ORG Partners LLC 0.00% Reduce -2.2% 306 $25K
VSM Wealth Advisory, LLC 0.01% Reduce -39.2% 305 $24K
Salomon & Ludwin, LLC 0.00% Add +41.0% 306 $24K
Chapman Financial Group, LLC 0.02% No change 300 $24K
Cedar Mountain Advisors, LLC 0.00% Reduce -6.0% 300 $24K
Concord Wealth Partners 0.00% No change 300 $24K
Tucker Asset Management LLC 0.01% New 292 $23K
Ogorek Anthony Joseph /NY/ 0.01% Add +35.4% 287 $23K
Bayforest Capital Ltd 0.02% New 285 $23K
Lodestone Wealth Management LLC 0.01% New 279 $22K
Greenline Wealth Management LLC 0.02% — 263 $21K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 266 $21K
Laurel Wealth Advisors LLC 0.00% New 255 $20K
Bartlett & Co. Wealth Management LLC 0.00% Add +8.6% 254 $20K
Cornerstone Financial Management LLC 0.02% — 251 $20K
Navalign, LLC 0.00% New 244 $20K
CVA Family Office, LLC 0.00% Reduce -12.7% 241 $19K
Westside Investment Management, Inc. 0.00% No change 232 $19K
GoalVest Advisory LLC 0.00% Reduce -36.1% 230 $18K
Roxbury Financial LLC 0.02% No change 223 $18K
BOK Financial Private Wealth, Inc. 0.00% New 222 $18K
Financial Perspectives, Inc 0.00% No change 209 $17K
Meeder Asset Management Inc. 0.00% Reduce -2.8% 208 $17K
Midwest Capital Advisors, LLC 0.01% No change 201 $16K
Asset Planning,Inc 0.01% No change 200 $16K
Rialto Wealth Management, LLC 0.00% Add +1.0% 199 $16K
Kemnay Advisory Services Inc. 0.00% New 199 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 195 $16K
Bell Investment Advisors, Inc 0.00% Add +111.1% 190 $15K
Kohmann Bosshard Financial Services, LLC 0.00% New 190 $15K
Retirement Wealth Solutions LLC 0.01% No change 184 $15K
Fortitude Family Office, LLC 0.00% Reduce -3.3% 176 $14K
Transamerica Financial Advisors, LLC 0.00% Add +53.1% 170 $14K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 168 $13K
Financial Management Professionals, Inc. 0.00% Reduce -9.7% 159 $13K
Peck Wealth Management, LLC 0.01% Reduce -25.0% 150 $12K
Eq Wealth Advisors, LLC 0.01% New 144 $12K
Cape Investment Advisory, Inc. 0.00% Add +1477.8% 142 $11K
Bank & Trust Co 0.01% No change 141 $11K
Quarry LP 0.00% Reduce -81.9% 141 $11K
Quattro Advisors LLC 0.01% — 134 $11K
Adirondack Trust Co. 0.00% No change 131 $11K
Park Place Capital Corp 0.00% Reduce -3.0% 130 $10K
Horizon Financial Services, LLC 0.00% Add +33.7% 123 $10K
Basepoint Wealth LLC 0.01% New 122 $10K
Sachetta, LLC 0.01% Add +27.1% 122 $10K
DT Investment Partners, LLC 0.00% No change 122 $10K
Johnson Financial Group, Inc. 0.00% Reduce -11.0% 121 $10K
Pinnacle Bancorp, Inc. 0.00% Reduce -45.3% 121 $10K
Heritage Wealth Advisors 0.00% Add +0.8% 119 $10K
Avion Wealth 0.00% Reduce -64.6% 119 $9K
Howard Hughes Medical Institute 0.00% No change 107 $9K
Elevation Wealth Partners, LLC 0.00% Add +173.0% 101 $8K
Operose Advisors LLC 0.00% No change 100 $8K
Marquette Asset Management, LLC 0.00% Add +167.6% 99 $8K
Investment Research & Advisory Group, Inc. 0.00% New 84 $8K
SBI Securities Co., Ltd. 0.00% Reduce -73.4% 95 $8K
Optiver Holding B.V. 0.00% New 95 $8K
Strive Financial Group ,LLC 0.00% — 90 $7K
Bangor Savings Bank 0.00% New 89 $7K
SHP Wealth Management 0.00% — 87 $7K
Horizon Bancorp Inc. 0.00% Reduce -25.0% 90 $7K
Kilter Group LLC 0.00% Add +305.0% 81 $7K
Wolff Wiese Magana LLC 0.00% No change 79 $6K
Anfield Capital Management, LLC 0.00% No change 79 $6K
Financial Connections Group, Inc. 0.00% No change 75 $6K
Coston, McIsaac & Partners 0.00% No change 78 $6K
BankPlus Trust Department 0.00% Reduce -71.2% 72 $6K
Holos Integrated Wealth LLC 0.00% No change 70 $6K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 70 $6K
American National Bank & Trust 0.00% New 70 $6K
N.E.W. Advisory Services LLC 0.00% No change 68 $5K
Raffa Wealth Management, LLC 0.00% No change 67 $5K
Physician Wealth Advisors, Inc. 0.00% Reduce -53.9% 66 $5K
High Note Wealth, LLC 0.00% New 64 $5K
Delta Asset Management LLC 0.00% No change 60 $5K
Bare Financial Services, Inc 0.00% Add +70.6% 58 $5K
Chesapeake Asset Management LLC 0.00% No change 54 $4K
CNB Bank 0.00% No change 54 $4K
Ares Financial Consulting, LLC 0.00% — 53 $4K
Comprehensive Financial Planning, Inc. 0.00% New 53 $4K
Abound Wealth Management 0.00% No change 52 $4K
Turning Point Benefit Group, Inc. 0.00% Add +372.7% 52 $4K
Provenance Wealth Advisors, LLC 0.00% No change 50 $4K
Walsh & Associates, LLC 0.00% — 48 $4K
Wilkerson Advisory Group LLC 0.00% — 47 $4K
Dunhill Financial, LLC 0.00% Add +12.2% 46 $4K
Legacy Bridge, LLC 0.00% New 46 $4K
Indiana Trust & Investment Management Co 0.00% No change 45 $4K
Red Tortoise LLC 0.00% No change 43 $3K
True Wealth Design, LLC 0.00% Reduce -27.6% 42 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +55.6% 42 $3K
Rachor Investment Advisory Services, LLC 0.00% — 42 $3K
Essential Partners LLC 0.00% Add +153.3% 38 $3K
Penserra Capital Management LLC 0.00% No change 42 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 37 $3K
SJS Investment Consulting Inc. 0.00% Add +125.0% 36 $3K
Medallion Wealth Advisors, LLC 0.00% No change 33 $3K
Clayton Financial Group LLC 0.00% New 31 $2K
Investors Portfolio Services LLC 0.00% — 30 $2K
Optima Capital LLC 0.00% New 28 $2K
Principia Wealth Advisory, LLC 0.00% Add +27.3% 28 $2K
Valued Wealth Advisors LLC 0.00% Reduce -3.9% 25 $2K
Clark Wealth Partners 0.00% No change 25 $2K
J.Safra Asset Management Corp 0.00% New 25 $2K
Independence Bank of Kentucky 0.00% New 24 $2K
WestEnd Advisors, LLC 0.00% Reduce -4.3% 22 $2K
Wealth Watch Advisors, INC 0.00% Add +61.5% 21 $2K
Creative Capital Management Investments LLC 0.00% New 20 $2K
Morton Brown Family Wealth, LLC 0.00% New 19 $2K
American Capital Advisory, LLC 0.00% Add +200.0% 18 $1K
Activest Wealth Management 0.00% Reduce -74.1% 15 $1K
Signature Equity Partners, LLC 0.00% — 14 $1K
WPG Advisers, LLC 0.00% No change 14 $1K
Whipplewood Advisors, LLC 0.00% New 12 $964
Nova Wealth Management, Inc. 0.00% Reduce -60.0% 10 $803
HFM Investment Advisors, LLC 0.00% No change 10 $803
IMG Wealth Management, Inc. 0.00% New 9 $723
Lloyd Advisory Services, LLC. 0.00% New 9 $709
Chelsea Counsel Co. 0.00% No change 8 $643
Davis Capital Management 0.00% New 7 $562
Stone House Investment Management, LLC 0.00% No change 7 $562
Hughes Financial Services, LLC 0.00% Reduce -72.0% 7 $562
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $412
Seneschal Advisors, LLC 0.00% No change 5 $402
Arcadia Investment Management Corp. 0.00% New 5 $402
IMA Advisory Services, Inc. 0.00% No change 5 $401
Key Capital Management, INC 0.00% — 4 $321
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 4 $321
DecisionPoint Financial, LLC 0.00% No change 3 $241
Highline Wealth Partners LLC 0.00% No change 3 $241
Y.D. More Investments Ltd 0.00% New 707 $178
Winnacle Wealth LLC 0.00% Reduce -83.3% 1 $81
ROSS\JOHNSON & Associates LLC 0.00% New 1 $80
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.8% 1 $80
Rakuten Securities, Inc. 0.00% Reduce -99.5% 1 $80

"% of holder's portfolio" is PEG's weight in each manager's 13F, not the share of Public Service Enterprise GP the manager owns.