Pinnacle West CapitalPNW
13F holders, Q2 2024 (June 30)543holders +18
56new positions
41sold out
8famous investors
$76.38avg. 13F price*
At the end of Q2 2024, 543 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 18 from Q1 2024. 56 opened new positions and 41 sold out. The largest holders were Capital Research Global Investors ($1.1B), Vanguard Group Inc. ($1.1B) and BlackRock Inc. ($808.7M). 8 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $123.4M |
| Exits | 41 | $94.2M |
All 13F filers, Q1 2024 → Q2 2024: 10,612,974 shares bought and 9,207,978 shares sold, net +1,404,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| Capital Research Global Investors | 0.25% | Add +15.2% | 14,801,279 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 14,091,466 | $1.1B |
| BlackRock Inc. | 0.02% | Add +2.9% | 10,587,944 | $808.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.82% | Add +24.6% | 6,985,619 | $533.6M |
| State Street Corp. | 0.02% | Reduce -2.0% | 6,348,074 | $484.9M |
| Invesco Ltd. | 0.06% | Reduce -2.9% | 3,648,731 | $278.7M |
| ATLAS Infrastructure Partners (UK) Ltd. | 20.84% | Reduce -1.8% | 3,283,419 | $250.8M |
| Lazard Asset Management LLC | 0.30% | Reduce -56.5% | 2,922,332 | $223.2M |
| Geode Capital Management, LLC | 0.02% | Add +2.7% | 2,853,251 | $217.7M |
| Zimmer Partners, LP | 4.00% | Add +3.4% | 2,744,210 | $209.6M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -1.0% | 2,699,509 | $206.2M |
| Norges Bank | 0.02% | Reduce -2.0% | 2,058,929 | $157.3M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -5.2% | 1,712,299 | $130.8M |
| Deutsche Bank AG | 0.06% | Add +167.0% | 1,644,988 | $125.6M |
| Morgan Stanley | 0.01% | Add +3.6% | 1,463,485 | $111.8M |
| ExodusPoint Capital Management, LP | 0.99% | Add +73.8% | 1,179,023 | $90.1M |
| Bank of New York Mellon Corp | 0.02% | Add +4.0% | 1,159,942 | $88.6M |
| Northern Trust Corp. | 0.01% | Add +7.2% | 1,065,623 | $81.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 1,023,022 | $78.1M |
| Reaves W H & Co. Inc. | 2.56% | Add +2.2% | 990,520 | $75.7M |
| American Century Companies Inc. | 0.05% | Reduce -48.4% | 962,288 | $73.5M |
| Empower Advisory Group, LLC | 0.27% | Add +1.6% | 954,684 | $72.9M |
| Nuveen Asset Management, LLC | 0.02% | Add +7.1% | 910,891 | $69.6M |
| Franklin Resources Inc. | 0.02% | Reduce -0.9% | 875,111 | $66.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +31.2% | 845,137 | $64.6M |
| Legal & General Group Plc | 0.02% | Reduce -11.2% | 826,666 | $63.1M |
| Cincinnati Financial Corp. | 1.20% | No change | 729,460 | $55.7M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 727,218 | $55.5M |
| Captrust Financial Advisors | 0.18% | Reduce -15.7% | 720,823 | $55.1M |
| Jacobs Levy Equity Management, Inc. | 0.22% | Add +9.5% | 702,817 | $53.7M |
| FMR LLC | 0.00% | Add +13.9% | 672,372 | $51.4M |
| Duff & Phelps Investment Management Co. | 0.61% | No change | 624,930 | $47.7M |
| Epoch Investment Partners, Inc. | 0.21% | Reduce -4.5% | 596,816 | $45.6M |
| Bank of America Corp. | 0.00% | Add +133.2% | 579,350 | $44.3M |
| Newport Trust Company, LLC | 0.11% | Reduce -7.3% | 579,289 | $44.2M |
| Citadel Advisors | 0.04% | Add +87.8% | 570,700 | $43.6M |
| California Public Employees Retirement System | 0.03% | Reduce -14.4% | 569,931 | $43.5M |
| Covalis Capital LLP | 5.74% | New | 552,588 | $42.2M |
| HSBC Holdings PLC | 0.03% | Add +11.5% | 543,885 | $41.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.3% | 531,606 | $40.6M |
| Russell Investments Group, Ltd. | 0.07% | Add +25.4% | 533,810 | $40.6M |
| Victory Capital Management Inc. | 0.04% | Add +11.5% | 457,634 | $35.0M |
| Verition Fund Management LLC | 0.29% | Add +3080.0% | 446,635 | $34.1M |
| Perpetual Ltd | 0.37% | Add +53.4% | 445,994 | $34.1M |
| Voloridge Investment Management, LLC | 0.10% | Add +351.8% | 351,952 | $26.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +35.0% | 346,635 | $26.5M |
| UBS Group AG | 0.01% | Add +65.6% | 341,865 | $26.1M |
| First Trust Advisors LP | 0.03% | Reduce -8.0% | 340,304 | $26.0M |
| Gabelli Funds LLC | 0.20% | Reduce -0.8% | 339,300 | $25.9M |
| Squarepoint Ops LLC | 0.09% | Reduce -41.8% | 328,565 | $25.1M |
| Cincinnati Insurance Co. | 0.37% | No change | 296,838 | $22.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -47.9% | 293,748 | $22.4M |
| Wells Fargo & Company | 0.01% | Add +85.1% | 269,788 | $20.6M |
| Jane Street Group, LLC | 0.02% | Add +610.4% | 263,813 | $20.2M |
| Two Sigma Investments, LP | 0.05% | New | 251,724 | $19.2M |
| Guggenheim Capital LLC | 0.14% | Reduce -1.0% | 248,905 | $19.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +30.4% | 243,715 | $18.6M |
| Millennium Management | 0.02% | Add +75.3% | 237,744 | $18.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Add +0.3% | 227,688 | $17.4M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 223,400 | $17.1M |
| Financial Counselors Inc. | 0.26% | Add +10.8% | 208,769 | $15.9M |
| Bank of Montreal | 0.00% | Add +12.6% | 203,390 | $15.6M |
| Point72 Asset Management | 0.05% | New | 199,641 | $15.2M |
| Barclays PLC | 0.01% | Reduce -10.0% | 188,971 | $14.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.9% | 183,286 | $14.0M |
| Wedge Capital Management L L P | 0.25% | Add +2.6% | 181,489 | $13.9M |
| Two Sigma Advisers, LP | 0.03% | New | 176,600 | $13.5M |
| Skba Capital Management LLC | 2.07% | Reduce -0.5% | 169,210 | $12.9M |
| Susquehanna Fundamental Investments, LLC | 0.30% | Reduce -1.9% | 168,404 | $12.9M |
| Cambiar Investors LLC | 0.49% | Reduce -0.8% | 165,145 | $12.6M |
| Sei Investments Co. | 0.02% | Reduce -27.8% | 164,978 | $12.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 155,029 | $11.8M |
| Royal Bank of Canada | 0.00% | Add +23.8% | 152,700 | $11.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.2% | 145,438 | $11.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.4% | 137,278 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 135,602 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 133,263 | $10.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +634.9% | 131,869 | $10.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.3% | 129,250 | $9.9M |
| Federated Hermes, Inc. | 0.02% | Reduce -6.6% | 122,329 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +30.5% | 121,530 | $9.3M |
| BNP Paribas Financial Markets | 0.01% | Add +0.1% | 115,868 | $8.8M |
| Hudson Bay Capital Management LP | 0.08% | New | 113,247 | $8.6M |
| California State Teachers Retirement System | 0.01% | Reduce -2.2% | 113,018 | $8.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -71.8% | 108,883 | $8.3M |
| Citigroup Inc. | 0.01% | Add +14.0% | 104,100 | $8.0M |
| NorthCoast Asset Management LLC | 0.07% | Add +0.7% | 102,816 | $7.9M |
| Magellan Asset Management Ltd | 0.07% | Add +5.3% | 100,562 | $7.7M |
| Ghisallo Capital Management LLC | 0.67% | Reduce -50.0% | 100,000 | $7.6M |
| Boston Partners | 0.01% | Reduce -3.9% | 92,031 | $7.0M |
| Verity & Verity, LLC | 0.75% | Reduce -0.1% | 89,932 | $6.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -29.8% | 84,198 | $6.4M |
| Keystone Financial Planning, Inc. | 2.12% | Reduce -0.1% | 84,056 | $6.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 83,124 | $6.3M |
| American Assets Investment Management, LLC | 0.59% | No change | 83,000 | $6.3M |
| Macquarie Group Ltd. | 0.01% | Reduce -5.7% | 77,417 | $5.9M |
| Prudential Financial Inc. | 0.01% | Reduce -11.8% | 76,564 | $5.8M |
| TD Asset Management Inc | 0.01% | Reduce -0.9% | 76,105 | $5.8M |
| PATRIZIA Pty Ltd | 8.47% | No change | 70,492 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +0.0% | 69,083 | $5.3M |
| Swiss Life Asset Management Ltd | 0.06% | No change | 68,240 | $5.2M |
| LPL Financial LLC | 0.00% | Add +1.0% | 66,355 | $5.1M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -1.7% | 66,247 | $5.1M |
| Harvest Portfolios Group Inc. | 0.19% | Add +1.8% | 64,809 | $5.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +38.1% | 63,465 | $4.8M |
| Comerica Bank | 0.02% | Reduce -0.2% | 63,451 | $4.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.6% | 63,413 | $4.8M |
| QRG Capital Management, Inc. | 0.06% | Add +7.7% | 63,396 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 63,303 | $4.8M |
| Quantbot Technologies LP | 0.23% | Add +326.8% | 62,963 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +4.1% | 62,185 | $4.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.3% | 62,018 | $4.7M |
| Meritage Portfolio Management | 0.29% | Reduce -2.7% | 60,820 | $4.6M |
| AQR Capital Management | 0.01% | Reduce -40.5% | 60,118 | $4.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 59,488 | $4.5M |
| Jump Financial, LLC | 0.09% | Reduce -0.8% | 59,493 | $4.5M |
| Butensky & Cohen Financial Security, Inc. | 1.42% | Add +2.6% | 58,502 | $4.5M |
| Gateway Investment Advisers LLC | 0.05% | No change | 57,921 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +9.4% | 54,918 | $4.2M |
| HRT Financial LP | 0.02% | New | 54,052 | $4.1M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -0.0% | 52,173 | $4.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.5% | 51,769 | $4.0M |
| Bridgewater Associates | 0.02% | Add +24.6% | 49,875 | $3.8M |
| Baker Ellis Asset Management LLC | 0.57% | Reduce -0.3% | 49,119 | $3.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -48.6% | 48,161 | $3.7M |
| Beacon Investment Advisory Services, Inc. | 0.15% | New | 47,127 | $3.6M |
| Systematic Financial Management LP | 0.11% | Add +25.3% | 46,470 | $3.5M |
| Alberta Investment Management Corp | 0.04% | Reduce -57.6% | 45,130 | $3.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -30.9% | 44,688 | $3.4M |
| Toronto Dominion Bank | 0.01% | Add +93.4% | 44,447 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +9.2% | 44,207 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.4% | 43,009 | $3.3M |
| Aberdeen Group plc | 0.01% | Reduce -7.8% | 42,063 | $3.2M |
| Voya Investment Management LLC | 0.00% | Add +4.1% | 39,699 | $3.0M |
| Renaissance Technologies | 0.01% | Reduce -49.1% | 39,400 | $3.0M |
| Integrated Advisors Network LLC | 0.15% | Reduce -2.9% | 38,379 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -34.9% | 38,101 | $2.9M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +0.3% | 38,013 | $2.9M |
| Bfsg, LLC | 0.36% | Add +1063.2% | 36,990 | $2.8M |
| Amalgamated Bank | 0.02% | Add +12.7% | 36,849 | $2.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +0.9% | 36,743 | $2.8M |
| Bessemer Group Inc. | 0.00% | Add +0.4% | 35,865 | $2.7M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -0.9% | 34,250 | $2.6M |
| Aquatic Capital Management LLC | 0.09% | Add +41.7% | 33,300 | $2.5M |
| Arizona State Retirement System | 0.02% | Add +2.0% | 31,790 | $2.4M |
| Gotham Asset Management | 0.03% | Add +76.8% | 31,758 | $2.4M |
| State of Michigan Retirement System | 0.01% | No change | 31,061 | $2.4M |
| National Bank of Canada | 0.00% | Add +22.4% | 31,298 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 30,996 | $2.4M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -42.6% | 30,416 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -8.2% | 30,315 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +14.1% | 30,285 | $2.3M |
| Gifford Fong Associates | 0.61% | No change | 30,000 | $2.3M |
| Van Eck Associates Corp. | 0.00% | Add +9.1% | 29,301 | $2.2M |
| Corebridge Financial, Inc. | 0.01% | — | 29,014 | $2.2M |
| Cetera Investment Advisers | 0.01% | Reduce -1.0% | 28,811 | $2.2M |
| Alps Advisors Inc. | 0.01% | Add +15.8% | 28,619 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | No change | 28,535 | $2.2M |
| Raymond James & Associates | 0.00% | Reduce -6.6% | 28,401 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -3.3% | 28,389 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.4% | 27,415 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -53.5% | 26,882 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.9% | 26,801 | $2.0M |
| Romano Brothers and Company | 0.28% | Reduce -12.9% | 26,575 | $2.0M |
| Panagora Asset Management Inc. | 0.01% | Add +158.0% | 26,456 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Add +42.0% | 26,308 | $2.0M |
| Redwood Investment Management, LLC | 0.17% | Reduce -15.7% | 25,933 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 25,844 | $2.0M |
| HITE Hedge Asset Management LLC | 0.19% | Reduce -54.0% | 25,556 | $2.0M |
| Rothschild Investment LLC | 0.13% | Reduce -0.0% | 25,122 | $1.9M |
| Retirement Systems of Alabama | 0.01% | Add +0.1% | 25,050 | $1.9M |
| Mariner, LLC | 0.00% | Add +2.1% | 24,760 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +10.1% | 24,105 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -5.8% | 23,911 | $1.8M |
| ProShare Advisors LLC | 0.00% | Add +7.0% | 23,451 | $1.8M |
| Creative Planning | 0.00% | Add +36.9% | 23,444 | $1.8M |
| Jefferies Financial Group Inc. | 0.04% | New | 23,136 | $1.8M |
| Azimuth Capital Investment Management LLC | 0.07% | Reduce -0.2% | 22,950 | $1.8M |
| Parcion Private Wealth LLC | 0.16% | Add +0.0% | 22,893 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +12.0% | 22,879 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 22,406 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -1.6% | 21,788 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 21,724 | $1.7M |
| Teza Capital Management LLC | 0.20% | New | 21,697 | $1.7M |
| Czech National Bank | 0.02% | Add +8.5% | 21,639 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.5% | 21,312 | $1.6M |
| DC Investments Management, LLC | 1.36% | No change | 21,062 | $1.6M |
| Sonora Investment Management Group, LLC | 0.12% | No change | 20,917 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +33.0% | 20,316 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +33.0% | 20,316 | $1.6M |
| Crestline Management, L.P. | 0.12% | Reduce -27.3% | 19,990 | $1.5M |
| MADDEN SECURITIES Corp | 0.67% | Reduce -0.4% | 19,735 | $1.5M |
| Public Sector Pension Investment Board | 0.01% | Add +13.5% | 19,303 | $1.5M |
| Vestcor Inc | 0.05% | Reduce -4.0% | 18,950 | $1.4M |
| Utah Retirement Systems | 0.02% | Reduce -4.1% | 18,782 | $1.4M |
| SFE Investment Counsel | 0.31% | Add +1.4% | 18,430 | $1.4M |
| Sherbrooke Park Advisers LLC | 0.24% | New | 17,850 | $1.4M |
| Ellsworth Advisors, LLC | 0.37% | Add +12.1% | 17,211 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.5% | 16,295 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.1% | 15,994 | $1.2M |
| IFM Investors Pty Ltd | 0.01% | Add +0.6% | 15,914 | $1.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -4.3% | 15,489 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +6.1% | 15,304 | $1.2M |
| New York Life Investment Management LLC | 0.01% | Add +0.7% | 15,281 | $1.2M |
| Excalibur Management Corp. | 0.47% | Add +0.7% | 15,218 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Add +22.6% | 15,072 | $1.2M |
| Rockland Trust Co. | 0.06% | Add +4.8% | 14,970 | $1.1M |
| Cincinnati Casualty Co. | 0.63% | No change | 14,958 | $1.1M |
| Twin Capital Management Inc. | 0.13% | Add +1.8% | 14,951 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +15.3% | 14,684 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Add +14.9% | 14,618 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -9.3% | 14,574 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.7% | 14,320 | $1.1M |
| Hartree Partners, LP | 0.27% | New | 14,000 | $1.1M |
| Burney Co./ | 0.04% | Add +3.3% | 13,801 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.6% | 13,607 | $1.0M |
| Riverwater Partners LLC | 0.77% | Reduce -0.9% | 13,580 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +502.0% | 13,431 | $1.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.1% | 13,415 | $1.0M |
| Atom Investors LP | 0.10% | Reduce -11.0% | 12,851 | $982K |
| ERn Financial, LLC | 0.16% | Reduce -0.0% | 12,811 | $979K |
| Bank of Nova Scotia | 0.00% | Reduce -13.0% | 12,509 | $955K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -5.6% | 12,316 | $941K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -7.7% | 12,313 | $940K |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.4% | 12,165 | $929K |
| Cubist Systematic Strategies, LLC | 0.02% | New | 11,676 | $892K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +13.0% | 11,735 | $887K |
| Algert Global LLC | 0.03% | Reduce -77.0% | 11,435 | $873K |
| Whalerock Point Partners, LLC | 0.23% | No change | 11,326 | $865K |
| Viawealth, LLC | 0.54% | No change | 11,311 | $864K |
| Entropy Technologies, LP | 0.09% | New | 11,225 | $857K |
| First Hawaiian Bank | 0.03% | No change | 10,770 | $823K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.0% | 10,714 | $818K |
| Linden Thomas Advisory Services, LLC | 0.13% | Reduce -1.2% | 10,714 | $818K |
| Simplicity Wealth,LLC | 0.02% | Reduce -0.9% | 10,710 | $818K |
| GPS Wealth Strategies Group, LLC | 0.12% | Reduce -6.2% | 10,623 | $811K |
| Sowell Financial Services LLC | 0.04% | Reduce -3.0% | 10,495 | $802K |
| Naples Global Advisors, LLC | 0.08% | Add +5.1% | 10,333 | $789K |
| Legacy Capital Group California, Inc. | 0.28% | Add +1.0% | 10,087 | $770K |
| Xponance LLC | 0.01% | Reduce -2.5% | 10,013 | $765K |
| LMCG Investments, LLC | 0.04% | Reduce -0.9% | 9,941 | $759K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.8% | 9,915 | $757K |
| Walleye Capital LLC | 0.01% | Add +151.3% | 9,901 | $756K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.0% | 9,751 | $745K |
| Cincinnati Specialty Underwriters Insurance CO | 0.22% | No change | 9,720 | $742K |
| Brevan Howard Capital Management LP | 0.05% | New | 9,689 | $740K |
| Pathstone Holdings, LLC | 0.00% | Add +11.6% | 9,646 | $737K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.0% | 9,418 | $719K |
| Cwm, LLC | 0.00% | Reduce -7.9% | 9,411 | $719K |
| Convergence Investment Partners, LLC | 0.21% | New | 9,326 | $712K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,261 | $707K |
| Versor Investments LP | 0.13% | Reduce -39.1% | 9,200 | $703K |
| Private Advisor Group, LLC | 0.00% | New | 9,189 | $702K |
| M&T Bank Corp | 0.00% | Add +4.6% | 9,176 | $701K |
| Silver Lake Advisory, LLC | 0.17% | Add +8.8% | 9,151 | $699K |
| Wilkinson Global Asset Management LLC | 0.04% | No change | 9,000 | $687K |
| Mizuho Securities USA LLC | 0.01% | New | 8,752 | $668K |
| Kuhn & Co Investment Counsel | 0.60% | No change | 8,746 | $668K |
| Ironwood Investment Counsel, LLC | 0.12% | Add +0.3% | 8,706 | $665K |
| NovaPoint Capital, LLC | 0.22% | Add +9.0% | 8,621 | $658K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,593 | $656K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.6% | 8,579 | $655K |
| Kentucky Retirement Systems | 0.02% | Reduce -0.6% | 8,557 | $654K |
| Cibc World Markets Corp. | 0.00% | Add +26.4% | 8,478 | $648K |
| Machina Capital S.A.S. | 0.29% | New | 8,459 | $646K |
| TCI Wealth Advisors, Inc. | 0.06% | Add +5.0% | 8,413 | $643K |
| Man Group plc | 0.00% | New | 8,377 | $640K |
| Intrua Financial, LLC | 0.10% | Reduce -8.6% | 8,319 | $635K |
| Mirador Capital Partners LP | 0.12% | Add +4.8% | 8,296 | $634K |
| Pacer Advisors, Inc. | 0.00% | Add +4.7% | 8,049 | $615K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.8% | 7,912 | $604K |
| CastleKnight Management LP | 0.08% | No change | 7,800 | $596K |
| Readystate Asset Management LP | 0.05% | New | 7,776 | $594K |
| Commerce Bank | 0.00% | Reduce -4.2% | 7,610 | $581K |
| Cresset Asset Management, LLC | 0.00% | Add +43.3% | 7,435 | $568K |
| Jaffetilchin Investment Partners, LLC | 0.05% | New | 7,431 | $568K |
| Teacher Retirement System of Texas | 0.00% | Reduce -62.4% | 7,374 | $563K |
| Synovus Financial Corp. | 0.01% | Reduce -5.0% | 7,356 | $562K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.1% | 7,211 | $551K |
| Moors & Cabot, Inc. | 0.03% | Add +1.4% | 7,132 | $545K |
| Mutual Advisors, LLC | 0.02% | Add +6.6% | 5,933 | $505K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.5% | 6,555 | $501K |
| Intech Investment Management LLC | 0.01% | Reduce -45.5% | 6,550 | $500K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.9% | 6,532 | $499K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 6,507 | $497K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.5% | 6,477 | $495K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.0% | 6,412 | $490K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.0% | 6,400 | $489K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 6,325 | $483K |
| nVerses Capital, LLC | 0.29% | New | 6,300 | $481K |
| Regions Financial Corp. | 0.00% | Reduce -2.4% | 6,284 | $480K |
| Profund Advisors LLC | 0.02% | Add +48.3% | 6,271 | $479K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -98.5% | 6,250 | $477K |
| MML Investors Services, LLC | 0.00% | Reduce -17.3% | 6,100 | $466K |
| Probity Advisors, Inc. | 0.10% | Add +4.9% | 6,064 | $463K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +75.7% | 6,046 | $460K |
| Fifth Third Bancorp | 0.00% | Add +101.3% | 5,837 | $446K |
| AE Wealth Management LLC | 0.00% | New | 5,786 | $442K |
| New Mexico Educational Retirement Board | 0.02% | No change | 5,760 | $440K |
| Oppenheimer & Co. Inc. | 0.01% | Add +39.1% | 5,659 | $432K |
| CSU Producer Resources, Inc. | 1.43% | No change | 5,602 | $428K |
| Truist Financial Corp. | 0.00% | Reduce -19.0% | 5,576 | $426K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 5,500 | $420K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.7% | 5,477 | $418K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.7% | 5,365 | $410K |
| Allianz Asset Management GmbH | 0.00% | Reduce -86.6% | 5,263 | $402K |
| Caprock Group, LLC | 0.02% | Add +17.2% | 5,237 | $400K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -82.6% | 4,981 | $378K |
| Chelsea Counsel Co. | 0.19% | New | 4,939 | $377K |
| Key Financial Inc | 0.09% | No change | 4,900 | $374K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,047 | $372K |
| Savant Capital, LLC | 0.00% | Add +28.4% | 4,828 | $369K |
| Equitable Holdings, Inc. | 0.00% | Reduce -10.8% | 4,637 | $354K |
| Scientech Research LLC | 0.07% | Reduce -0.6% | 4,603 | $352K |
| Amundi | 0.00% | Reduce -71.0% | 4,637 | $350K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.9% | 4,582 | $350K |
| Daiwa Securities Group Inc. | 0.00% | Add +22.3% | 4,566 | $349K |
| Verity Asset Management, Inc. | 0.14% | Reduce -2.6% | 4,543 | $347K |
| Stephens Inc. | 0.01% | Reduce -4.9% | 4,520 | $345K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.5% | 4,484 | $343K |
| New Hampshire Trust | 0.08% | Add +0.7% | 4,483 | $342K |
| 1620 Investment Advisors, Inc. | 0.27% | Add +142.7% | 4,472 | $342K |
| Old Port Advisors | 0.10% | Reduce -28.4% | 4,423 | $338K |
| D.A. Davidson & Co. | 0.00% | Add +6.9% | 4,403 | $336K |
| Brookstone Capital Management | 0.01% | Reduce -1.5% | 4,059 | $334K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +3.5% | 4,354 | $333K |
| Waverly Advisors, LLC | 0.01% | Add +16.4% | 4,324 | $330K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,200 | $321K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.9% | 4,181 | $319K |
| Two Sigma Securities, LLC | 0.01% | New | 4,125 | $315K |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.9% | 4,118 | $315K |
| Mgo One Seven LLC | 0.01% | Add +0.2% | 4,028 | $308K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -67.2% | 3,923 | $300K |
| Fiduciary Financial Group, LLC | 0.07% | — | 3,647 | $294K |
| Norinchukin Bank, The | 0.01% | Add +2.7% | 3,817 | $292K |
| Empirical Finance, LLC | 0.02% | Reduce -6.5% | 3,796 | $290K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,690 | $282K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -2.1% | 3,663 | $280K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 3,614 | $276K |
| Nicolet Advisory Services, LLC | 0.03% | Add +20.8% | 3,471 | $272K |
| JBR Co Financial Management Inc | 0.19% | No change | 3,525 | $269K |
| Compound Planning, Inc. | 0.02% | Reduce -28.4% | 3,524 | $269K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.7% | 3,442 | $263K |
| Huntington National Bank | 0.00% | Reduce -5.5% | 3,428 | $262K |
| Kepos Capital LP | 0.10% | Reduce -15.8% | 3,402 | $260K |
| GYL Financial Synergies, LLC | 0.02% | New | 3,292 | $251K |
| IFP Advisors, Inc | 0.01% | Add +24.2% | 3,233 | $247K |
| Birmingham Capital Management Co. Inc. | 0.10% | No change | 3,225 | $246K |
| Bridgefront Capital, LLC | 0.10% | New | 3,129 | $239K |
| Advisory Services Network, LLC | 0.00% | Add +10.1% | 3,111 | $238K |
| Simplex Trading, LLC | 0.01% | New | 3,100 | $236K |
| Investment Advisory Services Inc. /TX | 0.09% | Reduce -1.8% | 3,082 | $235K |
| V-Square Quantitative Management LLC | 0.04% | Add +21.0% | 3,049 | $233K |
| CI Investments Inc. | 0.00% | Add +20.2% | 3,036 | $232K |
| Napatree Capital LLC | 0.19% | Add +0.3% | 3,028 | $231K |
| HTLF Bank | 0.03% | No change | 3,000 | $229K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,000 | $229K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 2,968 | $227K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.8% | 2,917 | $223K |
| Park Avenue Securities LLC | 0.00% | Add +4.8% | 2,898 | $221K |
| Parallel Advisors, LLC | 0.01% | Add +995.8% | 2,871 | $219K |
| Meeder Advisory Services, Inc. | 0.02% | New | 2,827 | $216K |
| Coldstream Capital Management Inc. | 0.01% | New | 2,811 | $215K |
| Summit Trail Advisors, LLC | 0.01% | New | 2,806 | $214K |
| PAX Financial Group, LLC | 0.04% | Reduce -5.8% | 2,798 | $214K |
| Glenview Trust Co | 0.00% | Reduce -7.7% | 2,789 | $213K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,734 | $209K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.4% | 2,719 | $208K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -3.6% | 2,697 | $206K |
| Tidal Investments LLC | 0.00% | Reduce -32.3% | 2,678 | $205K |
| Syon Capital LLC | 0.02% | New | 2,631 | $201K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $193K |
| KBC Group NV | 0.00% | Add +12.9% | 2,443 | $187K |
| State of Wyoming | 0.03% | New | 2,363 | $180K |
| City Holding Co. | 0.03% | Reduce -8.7% | 2,360 | $180K |
| Principal Securities, Inc. | 0.01% | Add +20.7% | 2,354 | $180K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +5.5% | 2,352 | $180K |
| LRI Investments, LLC | 0.02% | No change | 2,335 | $178K |
| TD Private Client Wealth LLC | 0.01% | Reduce -6.5% | 2,302 | $176K |
| Natixis | 0.00% | Reduce -95.9% | 2,210 | $169K |
| MCF Advisors LLC | 0.01% | Add +4.0% | 2,202 | $168K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -98.1% | 2,165 | $165K |
| Horizon Investments, LLC | 0.00% | Add +1.2% | 2,019 | $153K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $138K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,789 | $137K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -9.1% | 1,628 | $124K |
| Y.D. More Investments Ltd | 0.01% | New | 1,607 | $123K |
| Private Trust Co. NA | 0.01% | No change | 1,357 | $104K |
| Mather Group, Llc. | 0.00% | Reduce -61.3% | 1,341 | $100K |
| Quadrant Capital Group LLC | 0.01% | Add +53.1% | 1,268 | $97K |
| UMB Bank, n.a. | 0.00% | Add +3.6% | 1,259 | $96K |
| Signaturefd, LLC | 0.00% | Reduce -2.8% | 1,229 | $94K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -11.0% | 1,195 | $91K |
| Flputnam Investment Management Co. | 0.00% | New | 1,170 | $89K |
| Larson Financial Group LLC | 0.01% | Reduce -54.5% | 1,169 | $89K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 1,106 | $84K |
| Ancora Advisors LLC | 0.00% | Add +22.2% | 1,100 | $84K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.6% | 980 | $84K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -0.8% | 1,085 | $83K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,080 | $82K |
| Wetzel Investment Advisors, Inc. | 0.05% | No change | 1,100 | $82K |
| Neo Ivy Capital Management | 0.02% | — | 1,072 | $82K |
| Lanark Financial, Inc. | 0.01% | Reduce -25.4% | 1,025 | $78K |
| GAMMA Investing LLC | 0.01% | Add +6.8% | 1,009 | $77K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $76K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,000 | $76K |
| Hilltop National Bank | 0.02% | No change | 935 | $71K |
| Credit Agricole S A | 0.00% | Reduce -86.7% | 914 | $70K |
| Tidemark, LLC | 0.03% | No change | 909 | $69K |
| Delta Asset Management LLC | 0.01% | No change | 866 | $66K |
| Harbour Investments, Inc. | 0.00% | Add +67.0% | 830 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.0% | 831 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 800 | $61K |
| First Horizon Advisors, Inc. | 0.00% | Add +20.9% | 794 | $61K |
| Crewe Advisors LLC | 0.01% | No change | 790 | $60K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.9% | 747 | $57K |
| Manchester Capital Management LLC | 0.01% | Add +46.9% | 727 | $56K |
| Alaska Permanent Fund Corp | 0.00% | Add +2.4% | 633 | $54K |
| First Command Advisory Services, Inc. | 0.00% | No change | 700 | $53K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.0% | 692 | $53K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 675 | $52K |
| First Personal Financial Services | 0.01% | No change | 601 | $46K |
| Creative Capital Management Investments LLC | 0.02% | New | 600 | $46K |
| Trust Co | 0.01% | No change | 597 | $46K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $42K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +2.7% | 534 | $41K |
| Balefire, LLC | 0.01% | Add +13.0% | 520 | $40K |
| McIlrath & Eck, LLC | 0.01% | No change | 513 | $39K |
| First Financial Corp. | 0.02% | No change | 500 | $38K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $38K |
| Rise Advisors, LLC | 0.02% | Add +1.0% | 488 | $37K |
| Sentry Investment Management LLC | 0.02% | Reduce -17.0% | 488 | $37K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +21.3% | 462 | $35K |
| Headlands Technologies LLC | 0.00% | Reduce -74.2% | 457 | $35K |
| Whittier Trust Co. | 0.00% | Reduce -77.2% | 444 | $34K |
| Custom Portfolio Group LLC | 0.02% | No change | 411 | $31K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -10.3% | 411 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 401 | $31K |
| First United Bank & Trust | 0.01% | No change | 400 | $31K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $31K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -32.3% | 397 | $30K |
| Lindbrook Capital, LLC | 0.00% | Add +9.8% | 394 | $30K |
| HM Payson & Co. | 0.00% | No change | 394 | $30K |
| Cromwell Holdings LLC | 0.02% | — | 371 | $28K |
| Blue Trust, Inc. | 0.00% | Add +377.9% | 368 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | Add +14.4% | 349 | $26K |
| Allworth Financial LP | 0.00% | Add +18.1% | 314 | $26K |
| Estabrook Capital Management | 0.00% | No change | 326 | $25K |
| Chesapeake Asset Management LLC | 0.02% | No change | 326 | $25K |
| Independence Bank of Kentucky | 0.01% | No change | 325 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 315 | $24K |
| Gen-Wealth Partners Inc | 0.01% | No change | 300 | $23K |
| Caldwell Trust Co | 0.00% | Reduce -53.9% | 300 | $23K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 293 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.2% | 290 | $22K |
| 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% | Add +0.8% | 240 | $18K |
| City State Bank | 0.01% | No change | 233 | $18K |
| Riverview Trust Co | 0.01% | Reduce -67.7% | 201 | $15K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $15K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $15K |
| Venturi Wealth Management, LLC | 0.00% | New | 191 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 178 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 178 | $14K |
| International Assets Investment Management, LLC | 0.00% | New | 170 | $13K |
| Barrett & Company, Inc. | 0.01% | No change | 167 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Add +24.2% | 164 | $13K |
| Covestor Ltd | 0.01% | Reduce -94.3% | 152 | $12K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 156 | $12K |
| Princeton Global Asset Management LLC | 0.00% | No change | 150 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -10.2% | 141 | $11K |
| Family Firm, Inc. | 0.00% | New | 139 | $11K |
| Castleview Partners, LLC | 0.01% | Add +70.0% | 136 | $10K |
| Fortitude Family Office, LLC | 0.01% | No change | 124 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 122 | $9K |
| Johnson Financial Group, Inc. | 0.00% | No change | 121 | $9K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 109 | $8K |
| Clear Point Advisors Inc. | 0.01% | Reduce -3.6% | 106 | $8K |
| Versant Capital Management, Inc | 0.00% | Reduce -22.8% | 105 | $8K |
| Red Tortoise LLC | 0.00% | No change | 102 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 100 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -71.4% | 100 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +89.4% | 89 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 75 | $6K |
| SWAN Capital LLC | 0.00% | New | 82 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $6K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 85 | $6K |
| NFSG Corp | 0.00% | Reduce -80.9% | 76 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $6K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -62.2% | 73 | $6K |
| Spire Wealth Management | 0.00% | Add +12.3% | 73 | $6K |
| Piscataqua Savings Bank | 0.00% | No change | 70 | $5K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 61 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.0% | 65 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 65 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 58 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 58 | $4K |
| Eagle Bay Advisors LLC | 0.00% | No change | 54 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 51 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +4.1% | 51 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 44 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | Add +2.7% | 38 | $3K |
| Anfield Capital Management, LLC | 0.00% | New | 41 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -48.1% | 41 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 37 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 33 | $3K |
| Pacifica Partners Inc. | 0.00% | New | 33 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +190.0% | 29 | $2K |
| Valley National Advisers Inc. | 0.00% | Reduce -25.0% | 30 | $2K |
| Hudson Edge Investment Partners Inc. | 0.00% | New | 24 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +43.8% | 23 | $2K |
| Ridgewood Investments LLC | 0.00% | New | 20 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +11.8% | 19 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.4% | 17 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +12.5% | 18 | $1K |
| WealthCollab, LLC | 0.00% | Reduce -59.5% | 17 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| GW&K Investment Management, LLC | 0.00% | New | 12 | $1K |
| Main Street Group, LTD | 0.00% | No change | 13 | $984 |
| Dunhill Financial, LLC | 0.00% | Add +37.5% | 11 | $809 |
| ORG Partners LLC | 0.00% | No change | 10 | $779 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 10 | $764 |
| Transcendent Capital Group LLC | 0.00% | New | 8 | $611 |
| Lynx Investment Advisory | 0.00% | — | 7 | $535 |
| Orion Capital Management LLC | 0.00% | No change | 7 | $535 |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $535 |
| True Wealth Design, LLC | 0.00% | Reduce -12.5% | 7 | $535 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 6 | $459 |
| Sound Income Strategies, LLC | 0.00% | No change | 6 | $458 |
| Innealta Capital, LLC | 0.00% | New | 5 | $382 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $382 |
| West Paces Advisors Inc. | 0.00% | New | 4 | $306 |
| Sachetta, LLC | 0.00% | No change | 3 | $257 |
| Rakuten Securities, Inc. | 0.00% | New | 3 | $229 |
| WestEnd Advisors, LLC | 0.00% | No change | 2 | $153 |
| Avior Wealth Management, LLC | 0.00% | Reduce -99.5% | 1 | $76 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $76 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -66.7% | 3 | $0 |
"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.