Pinnacle West CapitalPNW
13F holders, Q1 2024 (March 31)525holders
7famous investors
$74.64avg. 13F price*
At the end of Q1 2024, 525 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.1B), Capital Research Global Investors ($960.4M) and BlackRock Inc. ($769.2M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Pinnacle West Capital
- Sector
- Utilities
- CUSIP
- 723484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $658.4M |
| Exits | 80 | $185.2M |
Ownership 525 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.1% | 14,126,942 | $1.1B |
| Capital Research Global Investors | 0.22% | Add +97.5% | 12,851,930 | $960.4M |
| BlackRock Inc. | 0.02% | Add +2.5% | 10,293,228 | $769.2M |
| Lazard Asset Management LLC | 0.66% | Add +72.7% | 6,719,397 | $502.1M |
| State Street Corp. | 0.02% | Reduce -4.7% | 6,477,431 | $484.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.41% | Reduce -2.0% | 5,606,251 | $419.0M |
| Invesco Ltd. | 0.06% | Reduce -6.4% | 3,759,401 | $280.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | 16.89% | New | 3,343,928 | $249.9M |
| Geode Capital Management, LLC | 0.02% | Add +4.2% | 2,778,648 | $207.4M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.7% | 2,727,205 | $203.8M |
| Zimmer Partners, LP | 4.32% | New | 2,655,010 | $198.4M |
| Norges Bank | 0.02% | Add +33.7% | 2,101,712 | $157.1M |
| American Century Companies Inc. | 0.09% | Add +2.3% | 1,865,933 | $139.4M |
| Pictet Asset Management Holding SA | 0.15% | Add +6093.1% | 1,806,479 | $135.0M |
| Morgan Stanley | 0.01% | Add +0.4% | 1,412,272 | $105.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.7% | 1,115,913 | $83.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.5% | 1,006,439 | $75.2M |
| Northern Trust Corp. | 0.01% | Reduce -1.3% | 993,722 | $74.3M |
| Reaves W H & Co. Inc. | 2.65% | Add +19.0% | 969,176 | $72.4M |
| Empower Advisory Group, LLC | 0.26% | Add +4.2% | 939,797 | $70.2M |
| Legal & General Group Plc | 0.02% | Add +0.7% | 930,766 | $69.6M |
| Franklin Resources Inc. | 0.02% | Reduce -21.3% | 882,761 | $66.0M |
| Nuveen Asset Management, LLC | 0.02% | Add +59.3% | 850,608 | $63.8M |
| Cincinnati Financial Corp. | 1.20% | No change | 729,460 | $54.5M |
| Captrust Financial Advisors | 0.20% | Add +13.6% | 854,661 | $53.8M |
| ExodusPoint Capital Management, LP | 0.63% | New | 678,454 | $50.7M |
| California Public Employees Retirement System | 0.04% | Add +2.5% | 665,960 | $49.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.2% | 645,964 | $48.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +13.8% | 644,321 | $48.2M |
| Jacobs Levy Equity Management, Inc. | 0.21% | Add +5.1% | 641,865 | $48.0M |
| Epoch Investment Partners, Inc. | 0.21% | Reduce -14.8% | 625,176 | $46.7M |
| Duff & Phelps Investment Management Co. | 0.56% | No change | 624,930 | $46.7M |
| Newport Trust Company, LLC | 0.13% | Reduce -5.6% | 624,662 | $46.7M |
| Deutsche Bank AG | 0.02% | Add +282.7% | 616,103 | $46.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.9% | 612,824 | $45.8M |
| FMR LLC | 0.00% | Add +29.8% | 590,317 | $44.1M |
| Squarepoint Ops LLC | 0.18% | Add +80.8% | 564,280 | $42.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.1% | 563,400 | $42.1M |
| HSBC Holdings PLC | 0.03% | Reduce -2.4% | 487,817 | $36.4M |
| Schonfeld Strategic Advisors LLC | 0.25% | Add +8641.8% | 428,349 | $32.0M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -5.9% | 425,793 | $31.6M |
| Victory Capital Management Inc. | 0.03% | Add +31.6% | 410,352 | $30.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | New | 386,183 | $28.9M |
| First Trust Advisors LP | 0.03% | Reduce -69.3% | 369,945 | $27.6M |
| Gabelli Funds LLC | 0.19% | Reduce -0.9% | 342,100 | $25.6M |
| Citadel Advisors | 0.02% | Add +148.9% | 303,974 | $22.7M |
| Cincinnati Insurance Co. | 0.36% | No change | 296,838 | $22.2M |
| Perpetual Ltd | 0.21% | Add +3.0% | 290,729 | $21.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.38% | New | 271,504 | $20.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.0% | 256,831 | $19.2M |
| Guggenheim Capital LLC | 0.13% | Add +24.9% | 251,308 | $18.8M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 248,475 | $18.6M |
| Sei Investments Co. | 0.03% | Add +15.7% | 228,555 | $17.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Add +6.6% | 226,974 | $17.0M |
| Swiss National Bank | 0.01% | Add +0.3% | 223,900 | $16.7M |
| Barclays PLC | 0.01% | Add +4.4% | 209,958 | $15.7M |
| UBS Group AG | 0.01% | Reduce -51.2% | 206,472 | $15.4M |
| Ghisallo Capital Management LLC | 1.89% | New | 200,000 | $14.9M |
| Financial Counselors Inc. | 0.24% | Add +9.2% | 188,385 | $14.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.3% | 186,897 | $14.0M |
| Rhumbline Advisers | 0.01% | Reduce -8.0% | 184,900 | $13.8M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -34.0% | 181,299 | $13.5M |
| Bank of Montreal | 0.00% | Reduce -14.3% | 180,694 | $13.5M |
| Wedge Capital Management L L P | 0.21% | Add +15.5% | 176,962 | $13.2M |
| Susquehanna Fundamental Investments, LLC | 0.60% | New | 171,604 | $12.8M |
| Skba Capital Management LLC | 1.99% | Add +13.2% | 170,010 | $12.7M |
| Cambiar Investors LLC | 0.46% | New | 166,521 | $12.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.0% | 150,298 | $11.2M |
| Wells Fargo & Company | 0.00% | Reduce -7.7% | 145,781 | $10.9M |
| New York State Teachers Retirement System | 0.02% | Add +0.0% | 145,664 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 142,037 | $10.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.9% | 138,565 | $10.4M |
| Millennium Management | 0.01% | Reduce -65.4% | 135,610 | $10.1M |
| Stifel Financial Corp. | 0.01% | Add +16.8% | 131,774 | $9.8M |
| Federated Hermes, Inc. | 0.02% | Add +6.9% | 130,976 | $9.8M |
| Principal Financial Group Inc. | 0.01% | Add +1.5% | 129,703 | $9.7M |
| Aventail Capital Group, LP | 0.73% | New | 127,609 | $9.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.9% | 119,946 | $9.5M |
| Royal Bank of Canada | 0.00% | Reduce -30.0% | 123,372 | $9.2M |
| Alyeska Investment Group, L.P. | 0.06% | New | 118,595 | $8.9M |
| Credit Suisse AG/ | 0.01% | Reduce -3.0% | 117,656 | $8.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -41.5% | 115,749 | $8.6M |
| California State Teachers Retirement System | 0.01% | Reduce -5.1% | 115,606 | $8.6M |
| Capstone Investment Advisors, LLC | 0.29% | New | 111,876 | $8.4M |
| Alberta Investment Management Corp | 0.08% | Add +92.4% | 106,363 | $7.9M |
| NorthCoast Asset Management LLC | 0.10% | Add +1.3% | 102,066 | $7.6M |
| AQR Capital Management | 0.01% | Reduce -40.9% | 101,125 | $7.5M |
| Bornite Capital Management LP | 1.25% | New | 100,000 | $7.5M |
| Boston Partners | 0.01% | Reduce -5.9% | 95,714 | $7.2M |
| Magellan Asset Management Ltd | 0.07% | Add +4.3% | 95,521 | $7.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +83.3% | 93,778 | $7.0M |
| State of Wisconsin Investment Board | 0.02% | Add +39.6% | 93,107 | $7.0M |
| Citigroup Inc. | 0.01% | Reduce -23.9% | 91,297 | $6.8M |
| Yaupon Capital Management LP | 0.59% | New | 90,707 | $6.8M |
| Verity & Verity, LLC | 0.75% | Reduce -4.0% | 90,010 | $6.7M |
| Prudential Financial Inc. | 0.01% | Reduce -33.5% | 86,826 | $6.5M |
| Keystone Financial Planning, Inc. | 2.04% | Reduce -1.9% | 84,148 | $6.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +52.5% | 83,124 | $6.2M |
| American Assets Investment Management, LLC | 0.59% | No change | 83,000 | $6.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -5.3% | 82,092 | $6.1M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -73.9% | 77,905 | $5.8M |
| Renaissance Technologies | 0.01% | Reduce -63.2% | 77,400 | $5.8M |
| TD Asset Management Inc | 0.01% | Reduce -2.2% | 76,829 | $5.7M |
| PATRIZIA Pty Ltd | 8.29% | Reduce -1.4% | 70,492 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +9.4% | 69,080 | $5.1M |
| Swiss Life Asset Management Ltd | 0.07% | Add +85.7% | 68,240 | $5.1M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -0.5% | 67,383 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +24.9% | 65,929 | $4.9M |
| LPL Financial LLC | 0.00% | Add +27.1% | 65,715 | $4.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -46.2% | 64,651 | $4.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -17.8% | 64,477 | $4.8M |
| Harvest Portfolios Group Inc. | 0.19% | Add +6.0% | 63,690 | $4.8M |
| Comerica Bank | 0.02% | Reduce -11.4% | 63,566 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.3% | 62,811 | $4.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.8% | 62,809 | $4.7M |
| Meritage Portfolio Management | 0.30% | Reduce -5.8% | 62,532 | $4.7M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 60,074 | $4.5M |
| Jump Financial, LLC | 0.12% | Add +1144.2% | 59,960 | $4.5M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -0.1% | 59,744 | $4.5M |
| QRG Capital Management, Inc. | 0.06% | Reduce -21.5% | 58,863 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 58,566 | $4.4M |
| Gateway Investment Advisers LLC | 0.05% | Add +89.0% | 57,921 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -79.9% | 57,750 | $4.3M |
| Butensky & Cohen Financial Security, Inc. | 1.33% | Add +6.8% | 57,010 | $4.3M |
| HITE Hedge Asset Management LLC | 0.42% | Add +189.1% | 55,524 | $4.1M |
| Moran Wealth Management, LLC | 0.13% | Reduce -60.9% | 55,330 | $4.1M |
| Natixis | 0.02% | New | 54,383 | $4.1M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -36.2% | 52,955 | $4.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -7.7% | 52,545 | $3.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.7% | 52,178 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -23.3% | 50,193 | $3.8M |
| Seven Grand Managers, LLC | 1.83% | New | 50,000 | $3.7M |
| Algert Global LLC | 0.15% | Add +16.8% | 49,789 | $3.7M |
| Baker Ellis Asset Management LLC | 0.55% | Reduce -6.5% | 49,249 | $3.7M |
| Aberdeen Group plc | 0.01% | Reduce -21.8% | 45,632 | $3.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +2.1% | 45,955 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +20.3% | 40,503 | $3.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 40,420 | $3.0M |
| Bridgewater Associates | 0.02% | Reduce -0.6% | 40,039 | $3.0M |
| Integrated Advisors Network LLC | 0.15% | Add +2.9% | 39,513 | $3.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -15.2% | 39,158 | $2.9M |
| Rodgers Brothers Inc. | 0.40% | New | 38,825 | $2.9M |
| Voya Investment Management LLC | 0.00% | Reduce -69.2% | 38,129 | $2.8M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +13.5% | 37,887 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +26.9% | 37,138 | $2.8M |
| Systematic Financial Management LP | 0.08% | Add +59.4% | 37,080 | $2.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -36.6% | 36,400 | $2.7M |
| Bessemer Group Inc. | 0.00% | Add +11315.3% | 35,730 | $2.7M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -9.6% | 34,550 | $2.6M |
| Agf Management Ltd. | 0.01% | New | 33,017 | $2.5M |
| Amalgamated Bank | 0.02% | Reduce -8.5% | 32,710 | $2.4M |
| Arizona State Retirement System | 0.02% | Reduce -1.6% | 31,164 | $2.3M |
| State of Michigan Retirement System | 0.01% | No change | 31,061 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 30,996 | $2.3M |
| Redwood Investment Management, LLC | 0.22% | Add +14.9% | 30,772 | $2.3M |
| Romano Brothers and Company | 0.31% | No change | 30,525 | $2.3M |
| Raymond James & Associates | 0.00% | Add +1.1% | 30,410 | $2.3M |
| Gifford Fong Associates | 0.62% | No change | 30,000 | $2.2M |
| American International Group, Inc. | 0.01% | Reduce -0.3% | 29,654 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -9.7% | 29,344 | $2.2M |
| Cetera Investment Advisers | 0.01% | Add +177.0% | 29,090 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +28.4% | 28,590 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.2% | 28,535 | $2.1M |
| Crestline Management, L.P. | 0.19% | New | 27,500 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 27,059 | $2.0M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.0% | 26,868 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.5% | 26,544 | $2.0M |
| National Bank of Canada | 0.00% | Reduce -5.2% | 25,577 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +12.8% | 25,376 | $1.9M |
| Rothschild Investment LLC | 0.14% | Add +3.3% | 25,128 | $1.9M |
| Retirement Systems of Alabama | 0.01% | Add +0.1% | 25,029 | $1.9M |
| Alps Advisors Inc. | 0.01% | Add +17.8% | 24,710 | $1.8M |
| Trexquant Investment LP | 0.04% | Reduce -86.6% | 24,675 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -10.4% | 24,260 | $1.8M |
| Aquatic Capital Management LLC | 0.06% | Reduce -70.5% | 23,500 | $1.8M |
| Texas Permanent School Fund Corp. | 0.01% | Add +0.1% | 23,440 | $1.8M |
| Azimuth Capital Investment Management LLC | 0.07% | Add +0.4% | 23,000 | $1.7M |
| Toronto Dominion Bank | 0.00% | Reduce -52.1% | 22,978 | $1.7M |
| Parcion Private Wealth LLC | 0.15% | Add +0.9% | 22,891 | $1.7M |
| Nebula Research & Development LLC | 0.37% | Add +33.2% | 22,858 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -5.7% | 22,406 | $1.7M |
| Bayesian Capital Management, LP | 0.16% | Add +244.6% | 22,399 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +30.3% | 22,317 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -51.8% | 22,149 | $1.7M |
| ProShare Advisors LLC | 0.00% | Reduce -1.1% | 21,918 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.2% | 21,894 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.6% | 21,525 | $1.6M |
| DC Investments Management, LLC | 1.33% | New | 21,062 | $1.6M |
| Sonora Investment Management Group, LLC | 0.12% | Reduce -4.3% | 20,917 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +4.2% | 20,423 | $1.5M |
| Czech National Bank | 0.02% | Add +0.5% | 19,949 | $1.5M |
| MADDEN SECURITIES Corp | 0.68% | Add +7.7% | 19,810 | $1.5M |
| Vestcor Inc | 0.05% | Reduce -1.2% | 19,749 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Reduce -38.1% | 19,603 | $1.5M |
| Utah Retirement Systems | 0.02% | No change | 19,582 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -35.0% | 18,620 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +19.3% | 18,524 | $1.4M |
| SFE Investment Counsel | 0.31% | Add +32.6% | 18,185 | $1.4M |
| Gotham Asset Management | 0.02% | Add +335.5% | 17,959 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +148.8% | 17,944 | $1.3M |
| Creative Planning | 0.00% | Add +24.8% | 17,122 | $1.3M |
| Public Sector Pension Investment Board | 0.01% | No change | 17,008 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.4% | 16,860 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | New | 16,191 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.9% | 16,184 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Add +2.8% | 16,059 | $1.2M |
| IFM Investors Pty Ltd | 0.01% | Add +3.3% | 15,814 | $1.2M |
| Amundi | 0.00% | Reduce -72.3% | 15,981 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +21.1% | 15,272 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +21.1% | 15,272 | $1.1M |
| New York Life Investment Management LLC | 0.01% | Reduce -3.8% | 15,172 | $1.1M |
| Excalibur Management Corp. | 0.48% | Add +0.5% | 15,107 | $1.1M |
| Versor Investments LP | 0.23% | Add +64.1% | 15,100 | $1.1M |
| Cincinnati Casualty Co. | 0.61% | No change | 14,958 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.0% | 14,868 | $1.1M |
| Ellsworth Advisors, LLC | 0.32% | New | 15,356 | $1.1M |
| Quantbot Technologies LP | 0.06% | New | 14,751 | $1.1M |
| Twin Capital Management Inc. | 0.14% | Reduce -12.0% | 14,693 | $1.1M |
| Atom Investors LP | 0.14% | Add +142.5% | 14,440 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Reduce -12.2% | 14,429 | $1.1M |
| Bank of Nova Scotia | 0.00% | Add +67.8% | 14,384 | $1.1M |
| Rockland Trust Co. | 0.06% | Add +5.0% | 14,284 | $1.1M |
| Verition Fund Management LLC | 0.01% | Reduce -11.4% | 14,045 | $1.0M |
| Riverwater Partners LLC | 0.75% | Add +1.0% | 13,699 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +2.3% | 13,684 | $1.0M |
| Summit Global Investments | 0.08% | Reduce -29.5% | 13,559 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +23.2% | 13,429 | $1.0M |
| Burney Co./ | 0.04% | Reduce -29.4% | 13,363 | $999K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.9% | 13,343 | $997K |
| Rafferty Asset Management, LLC | 0.00% | Add +3.1% | 13,045 | $975K |
| ERn Financial, LLC | 0.17% | Add +57.9% | 12,816 | $958K |
| Corient Private Wealth LP | 0.00% | Add +17.6% | 12,736 | $952K |
| Quantinno Capital Management LP | 0.02% | Reduce -7.1% | 12,718 | $950K |
| Quadrature Capital Ltd | 0.02% | Reduce -13.2% | 12,386 | $925K |
| UniSuper Management Pty Ltd | 0.01% | Add +1294.4% | 12,299 | $919K |
| Siemens Fonds Invest GmbH | 0.07% | Reduce -22.7% | 12,295 | $919K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.6% | 12,067 | $902K |
| Intech Investment Management LLC | 0.01% | New | 12,015 | $898K |
| Asset Management One Co., Ltd. | 0.00% | Add +530.1% | 11,941 | $892K |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -0.6% | 11,329 | $847K |
| Whalerock Point Partners, LLC | 0.24% | No change | 11,326 | $846K |
| Viawealth, LLC | 0.53% | No change | 11,311 | $845K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.6% | 10,944 | $818K |
| Linden Thomas Advisory Services, LLC | 0.13% | Add +1.7% | 10,843 | $810K |
| Sowell Financial Services LLC | 0.04% | Add +0.7% | 10,819 | $809K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -6.8% | 10,823 | $809K |
| Simplicity Wealth,LLC | 0.02% | New | 10,809 | $808K |
| First Hawaiian Bank | 0.03% | Add +95.4% | 10,770 | $805K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -5.3% | 10,382 | $776K |
| Xponance LLC | 0.01% | Reduce -28.7% | 10,275 | $768K |
| Panagora Asset Management Inc. | 0.00% | Reduce -36.6% | 10,256 | $766K |
| Cwm, LLC | 0.00% | Add +2.8% | 10,219 | $764K |
| LMCG Investments, LLC | 0.04% | Reduce -29.9% | 10,027 | $749K |
| Pentwater Capital Management LP | 0.01% | New | 10,000 | $747K |
| Legacy Capital Group California, Inc. | 0.28% | Reduce -10.8% | 9,989 | $746K |
| Naples Global Advisors, LLC | 0.08% | Reduce -0.5% | 9,833 | $735K |
| Cincinnati Specialty Underwriters Insurance CO | 0.23% | No change | 9,720 | $726K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +9.0% | 9,651 | $721K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -28.4% | 9,479 | $708K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -4.9% | 9,261 | $692K |
| Intrua Financial, LLC | 0.11% | Reduce -59.8% | 9,099 | $680K |
| CreativeOne Wealth, LLC | 0.03% | Add +89.0% | 9,008 | $673K |
| Wilkinson Global Asset Management LLC | 0.04% | No change | 9,000 | $673K |
| Exchange Traded Concepts, LLC | 0.02% | New | 8,968 | $670K |
| M&T Bank Corp | 0.00% | Add +17.7% | 8,775 | $655K |
| Kuhn & Co Investment Counsel | 0.61% | No change | 8,746 | $654K |
| Ironwood Investment Counsel, LLC | 0.11% | Add +3.7% | 8,678 | $649K |
| Pathstone Holdings, LLC | 0.00% | Add +5.4% | 8,647 | $646K |
| Kentucky Retirement Systems | 0.02% | Reduce -5.1% | 8,612 | $644K |
| Silver Lake Advisory, LLC | 0.15% | Reduce -21.5% | 8,407 | $628K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,593 | $615K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -21.6% | 8,060 | $602K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -3.2% | 8,013 | $599K |
| Commerce Bank | 0.00% | Add +12.1% | 7,942 | $594K |
| Mirador Capital Partners LP | 0.11% | Add +6.7% | 7,915 | $591K |
| NovaPoint Capital, LLC | 0.21% | Reduce -17.7% | 7,909 | $591K |
| CastleKnight Management LP | 0.09% | New | 7,800 | $583K |
| Synovus Financial Corp. | 0.01% | Add +6.2% | 7,745 | $579K |
| Pacer Advisors, Inc. | 0.00% | Reduce -84.8% | 7,688 | $575K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.3% | 7,408 | $554K |
| MML Investors Services, LLC | 0.00% | Reduce -7.6% | 7,374 | $551K |
| Hartford Investment Management Co. | 0.02% | Reduce -4.6% | 7,288 | $545K |
| Moors & Cabot, Inc. | 0.03% | Add +6.8% | 7,032 | $526K |
| Truist Financial Corp. | 0.00% | Add +9.1% | 6,887 | $515K |
| CWA Asset Management Group, LLC | 0.03% | New | 6,867 | $513K |
| Credit Agricole S A | 0.01% | Add +114.8% | 6,890 | $503K |
| Cibc World Markets Corp. | 0.00% | Reduce -41.4% | 6,706 | $501K |
| Glenmede Trust Co. NA | 0.00% | Reduce -39.8% | 6,656 | $497K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.3% | 6,600 | $493K |
| Securian Asset Management, Inc. | 0.01% | Reduce -8.3% | 6,577 | $491K |
| APG Asset Management N.V. | 0.00% | New | 7,100 | $491K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 6,507 | $486K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.9% | 6,479 | $484K |
| Regions Financial Corp. | 0.00% | Reduce -3.9% | 6,436 | $481K |
| Old Port Advisors | 0.14% | Reduce -21.4% | 6,179 | $462K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.5% | 5,885 | $440K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.1% | 5,806 | $434K |
| Probity Advisors, Inc. | 0.09% | Add +22.0% | 5,780 | $432K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -1.7% | 5,760 | $430K |
| CSU Producer Resources, Inc. | 1.38% | No change | 5,602 | $419K |
| Mutual Advisors, LLC | 0.01% | New | 5,568 | $416K |
| Clarkston Capital Partners, LLC | 0.01% | New | 5,500 | $411K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 5,196 | $388K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.3% | 5,187 | $388K |
| Shell Asset Management Co. | 0.02% | Reduce -8.2% | 5,067 | $387K |
| Capula Management Ltd | 0.01% | New | 5,160 | $386K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +20.9% | 4,935 | $369K |
| Compound Planning, Inc. | 0.03% | New | 4,919 | $368K |
| Key Financial Inc | 0.09% | No change | 4,900 | $366K |
| Stephens Inc. | 0.01% | New | 4,754 | $355K |
| Verity Asset Management, Inc. | 0.19% | Add +6.9% | 4,666 | $349K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.1% | 4,647 | $347K |
| Scientech Research LLC | 0.18% | Reduce -7.6% | 4,632 | $346K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 4,624 | $346K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -0.9% | 4,573 | $342K |
| Caprock Group, LLC | 0.02% | Add +12.7% | 4,470 | $334K |
| New Hampshire Trust | 0.08% | Add +2.1% | 4,450 | $333K |
| 1620 Investment Advisors, Inc. | 0.33% | New | 1,843 | $331K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.5% | 4,307 | $322K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +5.1% | 4,293 | $321K |
| Profund Advisors LLC | 0.01% | Reduce -7.7% | 4,229 | $316K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -14.6% | 4,205 | $314K |
| Aviance Capital Partners, LLC | 0.05% | New | 4,200 | $314K |
| Mackenzie Financial Corp. | 0.00% | Reduce -83.5% | 4,199 | $314K |
| Brookstone Capital Management | 0.01% | Add +0.8% | 4,120 | $308K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.4% | 4,118 | $308K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -13.6% | 4,068 | $304K |
| Empirical Finance, LLC | 0.02% | Add +3.4% | 4,059 | $303K |
| Kepos Capital LP | 0.08% | Add +1023.1% | 4,043 | $302K |
| Mgo One Seven LLC | 0.02% | Add +1.3% | 4,020 | $300K |
| Tidal Investments LLC | 0.01% | New | 3,953 | $295K |
| Walleye Capital LLC | 0.00% | New | 3,940 | $294K |
| Savant Capital, LLC | 0.00% | Reduce -2.9% | 3,759 | $281K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -7.4% | 3,742 | $280K |
| Daiwa Securities Group Inc. | 0.00% | Add +22.8% | 3,733 | $279K |
| Norinchukin Bank, The | 0.01% | Reduce -1.3% | 3,717 | $278K |
| Waverly Advisors, LLC | 0.01% | Add +10.9% | 3,715 | $278K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,690 | $276K |
| Huntington National Bank | 0.00% | Reduce -1.2% | 3,628 | $271K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.3% | 3,649 | $270K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 3,598 | $269K |
| JBR Co Financial Management Inc | 0.21% | Reduce -2.8% | 3,525 | $263K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +2.6% | 3,442 | $257K |
| Mather Group, Llc. | 0.00% | Reduce -0.1% | 3,467 | $249K |
| Bridgewealth Advisory Group, LLC | 0.12% | No change | 3,250 | $243K |
| Birmingham Capital Management Co. Inc. | 0.09% | Reduce -41.1% | 3,225 | $241K |
| Bfsg, LLC | 0.03% | Reduce -29.5% | 3,180 | $238K |
| Investment Advisory Services Inc. /TX | 0.09% | Add +0.0% | 3,139 | $235K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -96.3% | 3,090 | $231K |
| Glenview Trust Co | 0.00% | Reduce -21.3% | 3,023 | $226K |
| HTLF Bank | 0.03% | No change | 3,000 | $224K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,000 | $224K |
| Napatree Capital LLC | 0.22% | Add +1.3% | 3,019 | $222K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,971 | $222K |
| PAX Financial Group, LLC | 0.04% | Reduce -2.0% | 2,969 | $222K |
| Fifth Third Bancorp | 0.00% | Reduce -11.4% | 2,900 | $217K |
| Nicolet Advisory Services, LLC | 0.02% | New | 2,873 | $214K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.1% | 2,844 | $213K |
| Diversify Advisory Services, LLC | 0.01% | — | 2,857 | $212K |
| Advisory Services Network, LLC | 0.00% | Reduce -81.6% | 2,826 | $211K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,797 | $209K |
| Park Avenue Securities LLC | 0.00% | Reduce -14.6% | 2,766 | $207K |
| Wesbanco Bank Inc. | 0.01% | New | 2,734 | $204K |
| Covestor Ltd | 0.13% | Add +1479.8% | 2,654 | $198K |
| IFP Advisors, Inc | 0.01% | Add +45.2% | 2,604 | $195K |
| City Holding Co. | 0.03% | Reduce -12.8% | 2,584 | $193K |
| Larson Financial Group LLC | 0.01% | Add +149.6% | 2,571 | $192K |
| CI Investments Inc. | 0.00% | Add +22.6% | 2,525 | $189K |
| Bokf, NA | 0.00% | Reduce -0.1% | 2,546 | $189K |
| V-Square Quantitative Management LLC | 0.03% | No change | 2,520 | $188K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.6% | 2,463 | $184K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $181K |
| LRI Investments, LLC | 0.04% | — | 2,335 | $174K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.9% | 2,231 | $167K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +17.9% | 2,230 | $167K |
| KBC Group NV | 0.00% | No change | 2,163 | $162K |
| MCF Advisors LLC | 0.01% | Add +2.3% | 2,117 | $158K |
| Horizon Investments, LLC | 0.00% | Add +7.2% | 1,995 | $147K |
| Principal Securities, Inc. | 0.00% | Add +33.1% | 1,951 | $146K |
| Whittier Trust Co. | 0.00% | Reduce -2.3% | 1,944 | $145K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $135K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,791 | $134K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.1% | 1,783 | $133K |
| Headlands Technologies LLC | 0.03% | Add +1669.0% | 1,769 | $132K |
| Walleye Trading LLC | 0.00% | Reduce -97.5% | 1,725 | $129K |
| Lanark Financial, Inc. | 0.01% | No change | 1,375 | $112K |
| Private Trust Co. NA | 0.01% | No change | 1,357 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,343 | $100K |
| Signaturefd, LLC | 0.00% | Add +22.4% | 1,264 | $94K |
| UMB Bank, n.a. | 0.00% | Add +0.5% | 1,215 | $91K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -25.2% | 1,099 | $82K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,094 | $82K |
| St Germain D J Co. Inc. | 0.00% | Reduce -12.5% | 1,080 | $81K |
| Wetzel Investment Advisors, Inc. | 0.05% | No change | 1,100 | $80K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $75K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -2.5% | 1,000 | $75K |
| GAMMA Investing LLC | 0.01% | Add +11.3% | 945 | $71K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.2% | 955 | $70K |
| Hilltop National Bank | 0.02% | — | 935 | $70K |
| LifeSteps Financial, Inc. | 0.05% | New | 916 | $68K |
| Tidemark, LLC | 0.04% | No change | 909 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +134.7% | 913 | $68K |
| Ancora Advisors LLC | 0.00% | Add +20.0% | 900 | $67K |
| Delta Asset Management LLC | 0.01% | No change | 866 | $65K |
| Quadrant Capital Group LLC | 0.00% | Reduce -5.7% | 828 | $62K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.0% | 820 | $61K |
| Montag A & Associates Inc. | 0.00% | No change | 800 | $60K |
| Crewe Advisors LLC | 0.01% | Reduce -0.3% | 790 | $59K |
| First Command Advisory Services, Inc. | 0.00% | No change | 700 | $52K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +151.5% | 659 | $49K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -22.9% | 657 | $49K |
| Caldwell Trust Co | 0.01% | No change | 651 | $49K |
| Riverview Trust Co | 0.04% | New | 622 | $46K |
| Alaska Permanent Fund Corp | 0.00% | No change | 618 | $46K |
| Meeder Asset Management Inc. | 0.00% | Reduce -76.5% | 610 | $46K |
| First Personal Financial Services | 0.01% | No change | 601 | $45K |
| Trust Co | 0.01% | No change | 597 | $45K |
| Sentry Investment Management LLC | 0.02% | No change | 588 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | Add +107.8% | 586 | $44K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $41K |
| McIlrath & Eck, LLC | 0.01% | Reduce -4.5% | 513 | $38K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +23.8% | 520 | $38K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $37K |
| First Financial Corp. | 0.02% | No change | 500 | $37K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.5% | 497 | $37K |
| Manchester Capital Management LLC | 0.00% | Add +4.2% | 495 | $37K |
| Rise Advisors, LLC | 0.02% | New | 483 | $36K |
| Balefire, LLC | 0.01% | New | 460 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -19.2% | 458 | $34K |
| Custom Portfolio Group LLC | 0.03% | No change | 411 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | New | 401 | $30K |
| First United Bank & Trust | 0.01% | No change | 400 | $30K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $30K |
| NFSG Corp | 0.01% | Reduce -17.3% | 398 | $30K |
| HM Payson & Co. | 0.00% | No change | 394 | $29K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 381 | $28K |
| Lindbrook Capital, LLC | 0.00% | Add +9.4% | 359 | $27K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 357 | $27K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 350 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -54.6% | 350 | $26K |
| Estabrook Capital Management | 0.00% | No change | 326 | $24K |
| Chesapeake Asset Management LLC | 0.02% | No change | 326 | $24K |
| Independence Bank of Kentucky | 0.01% | No change | 325 | $24K |
| CoreCap Advisors, LLC | 0.00% | New | 324 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -55.4% | 323 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | Add +10.1% | 305 | $23K |
| Gen-Wealth Partners Inc | 0.01% | — | 300 | $22K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 293 | $22K |
| Allworth Financial LP | 0.00% | Add +16.7% | 266 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +84.5% | 262 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 261 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 250 | $19K |
| Quent Capital, LLC | 0.00% | Reduce -23.7% | 238 | $18K |
| City State Bank | 0.01% | No change | 233 | $17K |
| Avior Wealth Management, LLC | 0.00% | New | 217 | $16K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $15K |
| Retirement Group, LLC | 0.01% | No change | 200 | $15K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $15K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +3116.7% | 193 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +72.8% | 178 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 178 | $13K |
| Barrett & Company, Inc. | 0.01% | No change | 167 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -5.4% | 157 | $12K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 156 | $12K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -57.1% | 150 | $11K |
| Versant Capital Management, Inc | 0.00% | Add +300.0% | 136 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +528.6% | 132 | $10K |
| Fortitude Family Office, LLC | 0.01% | No change | 124 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 122 | $9K |
| Johnson Financial Group, Inc. | 0.00% | No change | 121 | $9K |
| Clear Point Advisors Inc. | 0.01% | Add +0.9% | 110 | $8K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 109 | $8K |
| Red Tortoise LLC | 0.00% | No change | 102 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 100 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $6K |
| Castleview Partners, LLC | 0.00% | Add +3900.0% | 80 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 79 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -85.5% | 77 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 75 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -83.4% | 71 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 70 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -17.3% | 67 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +0.0% | 65 | $5K |
| Spire Wealth Management | 0.00% | New | 65 | $5K |
| MV Capital Management, Inc. | 0.00% | Reduce -7.9% | 58 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 58 | $4K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -98.0% | 54 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.0% | 51 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 49 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +840.0% | 47 | $3K |
| Beacon Capital Management, LLC | 0.00% | Reduce -18.5% | 44 | $3K |
| WealthCollab, LLC | 0.00% | No change | 42 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 37 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 33 | $2K |
| Avion Wealth | 0.00% | Reduce -30.4% | 16 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 40 | $2K |
| New Covenant Trust Company, N.A. | 0.00% | — | 24 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 17 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.0% | 16 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -48.4% | 16 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.9% | 16 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 14 | $1K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 10 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 9 | $1K |
| Main Street Group, LTD | 0.00% | No change | 13 | $963 |
| ORG Partners LLC | 0.00% | New | 10 | $761 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 10 | $748 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 10 | $747 |
| Dunhill Financial, LLC | 0.00% | Add +14.3% | 8 | $631 |
| True Wealth Design, LLC | 0.00% | Add +100.0% | 8 | $598 |
| Continuum Advisory, LLC | 0.00% | New | 7 | $542 |
| Orion Capital Management LLC | 0.00% | No change | 7 | $523 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 6 | $449 |
| Sound Income Strategies, LLC | 0.00% | Reduce -76.9% | 6 | $448 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $374 |
| Sachetta, LLC | 0.00% | No change | 3 | $216 |
| WestEnd Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $149 |
| Colonial Trust Advisors | 0.00% | No change | 2 | $149 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $75 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $75 |
"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.