Pinnacle West CapitalPNW
13F holders, Q3 2024 (September 30)579holders +36
74new positions
39sold out
8famous investors
$88.57avg. 13F price*
At the end of Q3 2024, 579 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 36 from Q2 2024. 74 opened new positions and 39 sold out. The largest holders were Capital Research Global Investors ($1.3B), Vanguard Group Inc. ($1.2B) and BlackRock, Inc. ($919.8M). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $189.7M |
| Exits | 39 | $38.9M |
All 13F filers, Q2 2024 → Q3 2024: 7,881,856 shares bought and 7,132,664 shares sold, net +749,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 579 holders
| Capital Research Global Investors | 0.26% | Reduce -3.0% | 14,361,126 | $1.3B |
| Vanguard Group Inc. | 0.02% | Reduce -0.4% | 14,037,193 | $1.2B |
| BlackRock, Inc. | 0.02% | — | 10,383,155 | $919.8M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.98% | Reduce -2.3% | 6,827,225 | $604.8M |
| State Street Corp. | 0.02% | Add +0.9% | 6,404,718 | $567.4M |
| ATLAS Infrastructure Partners (UK) Ltd. | 21.86% | Add +8.3% | 3,556,831 | $315.1M |
| Invesco Ltd. | 0.06% | Reduce -10.9% | 3,252,221 | $288.1M |
| Zimmer Partners, LP | 4.81% | Add +5.7% | 2,899,676 | $256.9M |
| Massachusetts Financial Services Co. | 0.07% | Add +0.2% | 2,705,469 | $239.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -6.2% | 2,675,510 | $236.6M |
| Norges Bank | 0.03% | Add +5.2% | 2,166,319 | $191.9M |
| Deutsche Bank AG | 0.07% | Add +10.9% | 1,825,023 | $161.7M |
| Citadel Advisors | 0.17% | Add +217.9% | 1,814,566 | $160.8M |
| Morgan Stanley | 0.01% | Add +8.8% | 1,591,986 | $141.0M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -7.3% | 1,586,635 | $140.6M |
| Lazard Asset Management LLC | 0.17% | Reduce -54.7% | 1,324,694 | $117.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.8% | 1,151,158 | $102.0M |
| Reaves W H & Co. Inc. | 2.49% | Add +3.9% | 1,028,632 | $91.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 1,028,088 | $91.1M |
| Empower Advisory Group, LLC | 0.29% | Add +2.0% | 973,357 | $86.2M |
| Northern Trust Corp. | 0.01% | Reduce -10.3% | 955,470 | $84.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +12.5% | 950,436 | $84.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -1.1% | 901,182 | $79.8M |
| Franklin Resources Inc. | 0.02% | Reduce -1.3% | 863,562 | $74.7M |
| Voloridge Investment Management, LLC | 0.26% | Add +130.3% | 810,628 | $71.8M |
| Millennium Management | 0.06% | Add +231.1% | 787,255 | $69.7M |
| Captrust Financial Advisors | 0.19% | Add +1.6% | 732,031 | $64.9M |
| Cincinnati Financial Corp. | 1.39% | No change | 729,460 | $64.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +31.2% | 697,552 | $61.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 689,945 | $61.1M |
| FMR LLC | 0.00% | Reduce -0.4% | 669,872 | $59.3M |
| Jacobs Levy Equity Management, Inc. | 0.22% | Reduce -9.8% | 634,280 | $56.2M |
| Legal & General Group Plc | 0.01% | Reduce -24.1% | 627,122 | $55.6M |
| Duff & Phelps Investment Management Co. | 0.64% | No change | 624,930 | $55.4M |
| Epoch Investment Partners, Inc. | 0.23% | Reduce -2.8% | 580,269 | $51.4M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 565,033 | $50.1M |
| Newport Trust Company, LLC | 0.12% | Reduce -3.4% | 559,356 | $49.6M |
| California Public Employees Retirement System | 0.03% | Reduce -4.1% | 546,803 | $48.4M |
| Balyasny Asset Management L.P. | 0.12% | New | 495,067 | $43.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.4% | 455,784 | $40.4M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -15.9% | 448,877 | $39.7M |
| Perpetual Ltd | 0.43% | Reduce -0.3% | 444,524 | $39.4M |
| ExodusPoint Capital Management, LP | 0.40% | Reduce -62.7% | 440,056 | $39.0M |
| UBS Group AG | 0.01% | Add +25.7% | 429,611 | $38.1M |
| HSBC Holdings PLC | 0.02% | Reduce -22.2% | 423,042 | $37.5M |
| Squarepoint Ops LLC | 0.12% | Add +25.8% | 413,423 | $36.6M |
| Two Sigma Investments, LP | 0.09% | Add +63.7% | 411,979 | $36.5M |
| Covalis Capital LLP | 4.56% | Reduce -37.5% | 345,141 | $30.6M |
| Gabelli Funds LLC | 0.22% | Reduce -0.8% | 336,600 | $29.8M |
| First Trust Advisors LP | 0.03% | Reduce -5.4% | 322,012 | $28.5M |
| Cincinnati Insurance Co. | 0.44% | No change | 296,838 | $26.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -17.0% | 287,655 | $25.5M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +161.4% | 284,583 | $25.2M |
| HRT Financial LP | 0.12% | Add +397.1% | 268,667 | $23.8M |
| Yaupon Capital Management LP | 1.49% | New | 250,291 | $22.2M |
| Bank of Montreal | 0.01% | Add +21.7% | 247,548 | $21.9M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.5% | 242,456 | $21.5M |
| Wells Fargo & Company | 0.01% | Reduce -13.1% | 234,376 | $20.8M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 221,800 | $19.6M |
| Guggenheim Capital LLC | 0.14% | Reduce -12.3% | 218,355 | $19.3M |
| Jane Street Group, LLC | 0.03% | Reduce -17.9% | 216,492 | $19.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.12% | Reduce -5.2% | 215,934 | $19.1M |
| Financial Counselors Inc. | 0.28% | Add +1.3% | 211,520 | $18.7M |
| Assenagon Asset Management S.A. | 0.04% | New | 210,538 | $18.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.6% | 209,870 | $18.6M |
| Barclays PLC | 0.01% | Add +7.6% | 203,363 | $18.0M |
| BNP Paribas Financial Markets | 0.02% | Add +73.3% | 200,755 | $17.8M |
| Renaissance Technologies | 0.03% | Add +383.0% | 190,300 | $16.9M |
| Royal Bank of Canada | 0.00% | Add +21.4% | 185,399 | $16.4M |
| Rhumbline Advisers | 0.01% | Reduce -1.9% | 179,870 | $15.9M |
| Hudson Bay Capital Management LP | 0.13% | Add +57.4% | 178,247 | $15.8M |
| Federated Hermes, Inc. | 0.03% | Add +42.3% | 174,020 | $15.4M |
| Skba Capital Management LLC | 2.19% | Reduce -1.4% | 166,910 | $14.8M |
| D. E. Shaw & Co. | 0.02% | Add +264.1% | 162,688 | $14.4M |
| Two Sigma Advisers, LP | 0.03% | Reduce -8.2% | 162,200 | $14.4M |
| Cambiar Investors LLC | 0.54% | Reduce -3.8% | 158,814 | $14.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.7% | 156,029 | $13.8M |
| Wedge Capital Management L L P | 0.24% | Reduce -14.4% | 155,404 | $13.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 145,276 | $12.9M |
| Alliancebernstein L.P. | 0.00% | Add +4.4% | 143,308 | $12.7M |
| Stifel Financial Corp. | 0.01% | Add +5.6% | 140,765 | $12.5M |
| Principal Financial Group Inc. | 0.01% | Add +7.7% | 139,243 | $12.3M |
| ING Groep NV | 0.07% | New | 136,187 | $12.1M |
| SG Americas Securities, LLC | 0.05% | Add +415.6% | 135,637 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 135,305 | $12.0M |
| AQR Capital Management | 0.02% | Add +115.0% | 129,233 | $11.4M |
| Man Group plc | 0.03% | Add +1424.9% | 127,741 | $11.3M |
| American Century Companies Inc. | 0.01% | Reduce -86.8% | 126,668 | $11.2M |
| Verition Fund Management LLC | 0.08% | Reduce -72.2% | 124,349 | $11.0M |
| State of Wisconsin Investment Board | 0.03% | Add +0.7% | 122,319 | $10.8M |
| NorthCoast Asset Management LLC | 0.07% | Add +10.2% | 113,309 | $9.9M |
| California State Teachers Retirement System | 0.01% | Reduce -3.9% | 108,560 | $9.6M |
| Bridgewater Associates | 0.05% | Add +104.5% | 101,970 | $9.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 101,095 | $9.0M |
| Ghisallo Capital Management LLC | 0.48% | No change | 100,000 | $8.9M |
| Channing Capital Management, LLC | 0.23% | New | 99,476 | $8.8M |
| Magellan Asset Management Ltd | 0.09% | Reduce -1.3% | 99,305 | $8.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -25.1% | 98,777 | $8.8M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +1417.1% | 94,820 | $8.4M |
| Citigroup Inc. | 0.01% | Reduce -10.5% | 93,177 | $8.3M |
| HITE Hedge Asset Management LLC | 0.94% | Add +261.2% | 92,311 | $8.2M |
| Sei Investments Co. | 0.01% | Reduce -44.5% | 91,616 | $8.1M |
| MUFG Securities EMEA plc | 0.33% | New | 91,000 | $8.1M |
| TD Asset Management Inc | 0.01% | Add +19.6% | 91,034 | $8.0M |
| Verity & Verity, LLC | 0.78% | Add +0.4% | 90,286 | $8.0M |
| Engineers Gate Manager LP | 0.15% | New | 85,699 | $7.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.0% | 83,126 | $7.4M |
| American Assets Investment Management, LLC | 0.64% | No change | 83,000 | $7.4M |
| Keystone Financial Planning, Inc. | 2.22% | Reduce -1.6% | 82,741 | $7.3M |
| Prudential Financial Inc. | 0.01% | Reduce -0.6% | 76,130 | $6.7M |
| Trexquant Investment LP | 0.08% | New | 75,518 | $6.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -10.7% | 75,228 | $6.7M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +19.2% | 74,121 | $6.4M |
| Bessemer Group Inc. | 0.01% | Add +97.6% | 70,857 | $6.3M |
| PATRIZIA Pty Ltd | 9.28% | No change | 70,492 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.7% | 70,253 | $6.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -10.1% | 69,611 | $6.2M |
| Boston Partners | 0.01% | Reduce -25.6% | 68,504 | $6.1M |
| Swiss Life Asset Management Ltd | 0.07% | No change | 68,240 | $6.0M |
| QRG Capital Management, Inc. | 0.06% | Add +5.6% | 66,959 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 65,736 | $5.8M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 65,246 | $5.8M |
| Jump Financial, LLC | 0.12% | Add +8.6% | 64,590 | $5.7M |
| Harvest Portfolios Group Inc. | 0.19% | Reduce -0.5% | 64,458 | $5.7M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -2.7% | 64,439 | $5.7M |
| Comerica Bank | 0.02% | Reduce -3.8% | 61,051 | $5.4M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.8% | 60,886 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.2% | 57,795 | $5.2M |
| Butensky & Cohen Financial Security, Inc. | 1.54% | Add +0.0% | 58,511 | $5.2M |
| National Bank of Canada | 0.01% | Add +83.6% | 57,477 | $5.1M |
| Gateway Investment Advisers LLC | 0.06% | Reduce -1.2% | 57,214 | $5.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -8.1% | 54,695 | $4.8M |
| Crestline Management, L.P. | 0.28% | Add +173.1% | 54,588 | $4.8M |
| Gotham Asset Management | 0.05% | Add +66.8% | 52,962 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | New | 52,930 | $4.7M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.4% | 52,384 | $4.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -18.6% | 51,613 | $4.6M |
| Toronto Dominion Bank | 0.01% | Add +15.9% | 51,534 | $4.6M |
| Beacon Investment Advisory Services, Inc. | 0.18% | Add +3.1% | 48,593 | $4.3M |
| Baker Ellis Asset Management LLC | 0.60% | Reduce -1.8% | 48,239 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +74.7% | 47,891 | $4.2M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -9.7% | 46,749 | $4.1M |
| Systematic Financial Management LP | 0.10% | Reduce -2.7% | 45,215 | $4.0M |
| Edgestream Partners, L.P. | 0.17% | New | 44,343 | $3.9M |
| Quantbot Technologies LP | 0.15% | Reduce -30.6% | 43,730 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.6% | 41,898 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -3.9% | 42,504 | $3.7M |
| Clean Energy Transition LLP | 0.40% | New | 40,842 | $3.6M |
| Dynamic Technology Lab Private Ltd | 0.38% | New | 40,598 | $3.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -20.2% | 38,430 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 38,101 | $3.4M |
| Raymond James & Associates | 0.00% | Add +30.3% | 37,019 | $3.3M |
| Voya Investment Management LLC | 0.00% | Reduce -6.8% | 36,980 | $3.3M |
| Bfsg, LLC | 0.38% | Reduce -1.2% | 36,546 | $3.2M |
| Agf Management Ltd. | 0.02% | Add +18.3% | 35,856 | $3.2M |
| Nisa Investment Advisors, LLC | 0.02% | Add +2.1% | 34,976 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +18.5% | 34,151 | $3.0M |
| Teza Capital Management LLC | 0.33% | Add +57.4% | 34,144 | $3.0M |
| Twinbeech Capital LP | 0.06% | New | 33,930 | $3.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -12.7% | 33,199 | $2.9M |
| Arizona State Retirement System | 0.02% | Add +2.9% | 32,699 | $2.9M |
| Ensign Peak Advisors, Inc | 0.00% | Add +2.3% | 31,701 | $2.8M |
| Van Eck Associates Corp. | 0.00% | Add +7.3% | 31,440 | $2.8M |
| Sciencast Management LP | 0.82% | New | 31,349 | $2.8M |
| State of Michigan Retirement System | 0.01% | Reduce -0.3% | 30,961 | $2.7M |
| Romano Brothers and Company | 0.34% | Add +14.7% | 30,475 | $2.7M |
| Entropy Technologies, LP | 0.28% | Add +170.1% | 30,314 | $2.7M |
| Gifford Fong Associates | 0.66% | No change | 30,000 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.5% | 29,523 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | Add +3.1% | 29,430 | $2.6M |
| AlphaQuest LLC | 0.23% | New | 28,578 | $2.5M |
| Wolverine Asset Management LLC | 0.25% | New | 28,376 | $2.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.8% | 28,196 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -1.6% | 27,944 | $2.5M |
| Tudor Investment Corporation | 0.03% | New | 27,821 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.3% | 26,199 | $2.3M |
| Creative Planning | 0.00% | Add +9.7% | 25,716 | $2.3M |
| Mariner, LLC | 0.00% | Add +2.1% | 25,279 | $2.2M |
| XTX Topco Ltd | 0.16% | New | 25,224 | $2.2M |
| Rothschild Investment LLC | 0.15% | Add +0.0% | 25,127 | $2.2M |
| Alps Advisors Inc. | 0.01% | Reduce -12.7% | 24,976 | $2.2M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.9% | 24,834 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.6% | 24,561 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +1.6% | 24,295 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.7% | 24,139 | $2.1M |
| Atom Investors LP | 0.22% | Add +86.8% | 24,000 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.6% | 23,592 | $2.1M |
| Aquatic Capital Management LLC | 0.05% | Reduce -29.4% | 23,500 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.2% | 23,474 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +1.5% | 23,221 | $2.1M |
| Czech National Bank | 0.02% | Add +6.9% | 23,133 | $2.0M |
| Parcion Private Wealth LLC | 0.17% | Reduce -0.0% | 22,891 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.7% | 22,493 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +10.7% | 22,493 | $2.0M |
| Azimuth Capital Investment Management LLC | 0.08% | Reduce -2.3% | 22,425 | $2.0M |
| Redwood Investment Management, LLC | 0.18% | Reduce -13.4% | 22,463 | $2.0M |
| Amalgamated Bank | 0.02% | Reduce -39.4% | 22,324 | $2.0M |
| ProShare Advisors LLC | 0.00% | Reduce -5.0% | 22,284 | $2.0M |
| iSAM Funds (UK) Ltd | 1.12% | New | 22,251 | $2.0M |
| Simplex Trading, LLC | 0.06% | Add +596.7% | 21,599 | $1.9M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -31.4% | 20,857 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.7% | 20,809 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.6% | 20,544 | $1.8M |
| Dark Forest Capital Management LP | 0.23% | New | 20,506 | $1.8M |
| Sonora Investment Management Group, LLC | 0.13% | Reduce -3.2% | 20,244 | $1.8M |
| Alberta Investment Management Corp | 0.02% | Reduce -55.5% | 20,079 | $1.8M |
| Quantinno Capital Management LP | 0.02% | Add +36.7% | 19,979 | $1.8M |
| Public Sector Pension Investment Board | 0.01% | Add +2.6% | 19,803 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +34.7% | 19,783 | $1.8M |
| MADDEN SECURITIES Corp | 0.75% | No change | 19,735 | $1.7M |
| Marshall Wace, LLP | 0.00% | New | 19,047 | $1.7M |
| Vestcor Inc | 0.05% | No change | 18,950 | $1.7M |
| Ellsworth Advisors, LLC | 0.43% | Add +9.9% | 18,911 | $1.7M |
| Utah Retirement Systems | 0.02% | No change | 18,782 | $1.7M |
| SFE Investment Counsel | 0.34% | Reduce -0.2% | 18,395 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +139.3% | 17,649 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +3.9% | 16,085 | $1.4M |
| CIBC Asset Management Inc | 0.00% | Add +8.0% | 15,737 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.6% | 15,705 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.2% | 15,481 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.9% | 15,282 | $1.4M |
| IFM Investors Pty Ltd | 0.01% | Reduce -5.1% | 15,096 | $1.3M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -0.4% | 15,013 | $1.3M |
| Twin Capital Management Inc. | 0.15% | Add +0.1% | 14,967 | $1.3M |
| Cincinnati Casualty Co. | 0.75% | No change | 14,958 | $1.3M |
| Bayesian Capital Management, LP | 0.15% | New | 14,844 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Reduce -3.2% | 14,789 | $1.3M |
| Excalibur Management Corp. | 0.50% | Reduce -3.3% | 14,718 | $1.3M |
| Rockland Trust Co. | 0.06% | Reduce -4.2% | 14,346 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.5% | 14,304 | $1.3M |
| Riverwater Partners LLC | 0.62% | Add +2.5% | 13,926 | $1.3M |
| Burney Co./ | 0.04% | Add +2.0% | 14,079 | $1.2M |
| Aster Capital Management (DIFC) Ltd | 0.27% | — | 14,053 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.4% | 13,982 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 13,958 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +17.7% | 13,809 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.0% | 13,608 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | New | 13,600 | $1.2M |
| Bank of Nova Scotia | 0.00% | Add +7.8% | 13,491 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | — | 13,183 | $1.2M |
| Credit Agricole S A | 0.01% | Add +1340.6% | 13,167 | $1.2M |
| Rafferty Asset Management, LLC | 0.00% | Add +6.2% | 13,085 | $1.2M |
| ERn Financial, LLC | 0.17% | Add +0.0% | 12,816 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | Add +2925.8% | 12,436 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,313 | $1.1M |
| Versor Investments LP | 0.17% | Add +30.4% | 12,000 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.1% | 11,790 | $1.0M |
| SteelPeak Wealth, LLC | 0.05% | New | 11,578 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -15.1% | 11,399 | $1.0M |
| Whalerock Point Partners, LLC | 0.25% | No change | 11,326 | $1.0M |
| Viawealth, LLC | 0.58% | No change | 11,311 | $1.0M |
| Brevan Howard Capital Management LP | 0.05% | Add +10.3% | 10,683 | $946K |
| Linden Thomas Advisory Services, LLC | 0.13% | Reduce -0.6% | 10,654 | $944K |
| Sowell Financial Services LLC | 0.04% | Add +0.8% | 10,583 | $938K |
| First Hawaiian Bank | 0.03% | Reduce -2.0% | 10,551 | $935K |
| Sherbrooke Park Advisers LLC | 0.21% | Reduce -41.0% | 10,541 | $934K |
| Xponance LLC | 0.01% | Add +2.7% | 10,286 | $911K |
| Gsa Capital Partners LLP | 0.07% | New | 10,220 | $905K |
| Naples Global Advisors, LLC | 0.08% | Reduce -1.2% | 10,208 | $904K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 10,178 | $902K |
| M&T Bank Corp | 0.00% | Add +10.4% | 10,134 | $898K |
| Pathstone Holdings, LLC | 0.00% | Add +4.3% | 10,063 | $891K |
| Virtu Financial LLC | 0.05% | New | 9,953 | $882K |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 9,751 | $864K |
| Cincinnati Specialty Underwriters Insurance CO | 0.25% | No change | 9,720 | $861K |
| Cwm, LLC | 0.00% | Add +3.2% | 9,714 | $861K |
| Inspire Investing, LLC | 0.09% | New | 9,634 | $854K |
| Greenland Capital Management LP | 0.16% | New | 9,630 | $853K |
| Legacy Capital Group California, Inc. | 0.28% | Reduce -5.6% | 9,524 | $844K |
| Prudential PLC | 0.00% | New | 9,450 | $837K |
| Regions Financial Corp. | 0.01% | Add +49.6% | 9,399 | $833K |
| Private Advisor Group, LLC | 0.01% | Add +2.2% | 9,392 | $832K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.9% | 9,336 | $827K |
| NovaPoint Capital, LLC | 0.25% | Add +6.2% | 9,152 | $811K |
| Convergence Investment Partners, LLC | 0.22% | Reduce -2.5% | 9,094 | $806K |
| Wilkinson Global Asset Management LLC | 0.05% | No change | 9,000 | $797K |
| Cibc World Markets Corp. | 0.01% | Add +3.8% | 8,802 | $780K |
| Ironwood Investment Counsel, LLC | 0.13% | Add +0.1% | 8,718 | $772K |
| Aberdeen Group plc | 0.00% | Reduce -79.5% | 8,603 | $769K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.7% | 8,640 | $765K |
| Kuhn & Co Investment Counsel | 0.65% | Reduce -1.7% | 8,596 | $762K |
| Natixis | 0.00% | Add +288.4% | 8,584 | $760K |
| Mirador Capital Partners LP | 0.14% | Add +3.3% | 8,569 | $759K |
| Sanctuary Advisors, LLC | 0.00% | Add +61.5% | 8,151 | $757K |
| Cerity Partners LLC | 0.00% | Reduce -60.8% | 8,550 | $757K |
| Silver Lake Advisory, LLC | 0.17% | Reduce -6.6% | 8,547 | $757K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -8.4% | 8,479 | $752K |
| Pacer Advisors, Inc. | 0.00% | Add +5.3% | 8,475 | $751K |
| Headlands Technologies LLC | 0.08% | Add +1698.7% | 8,220 | $728K |
| Cresset Asset Management, LLC | 0.00% | Add +8.9% | 8,098 | $717K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +59.8% | 7,958 | $702K |
| Kentucky Retirement Systems | 0.02% | Reduce -7.5% | 7,911 | $701K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.1% | 7,826 | $693K |
| Synovus Financial Corp. | 0.01% | Add +3.1% | 7,585 | $672K |
| Amundi | 0.00% | Add +64.7% | 7,639 | $662K |
| Mizuho Securities USA LLC | 0.01% | Reduce -15.9% | 7,364 | $652K |
| Commerce Bank | 0.00% | Reduce -5.7% | 7,177 | $636K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.1% | 7,128 | $631K |
| Scientech Research LLC | 0.12% | Add +52.5% | 7,022 | $622K |
| Profund Advisors LLC | 0.02% | Add +9.3% | 6,851 | $607K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 6,799 | $602K |
| Glenmede Trust Co. NA | 0.00% | Add +2.5% | 6,695 | $593K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +2.6% | 6,581 | $583K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -38.4% | 6,541 | $579K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.3% | 6,535 | $579K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 6,507 | $576K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -24.4% | 6,498 | $576K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 6,434 | $570K |
| Louisiana State Employees Retirement System | 0.01% | No change | 6,400 | $567K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +17.3% | 6,291 | $557K |
| Securian Asset Management, Inc. | 0.02% | Reduce -4.6% | 6,177 | $547K |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 5,935 | $526K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.7% | 5,830 | $522K |
| Probity Advisors, Inc. | 0.10% | Reduce -2.8% | 5,897 | $522K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -30.9% | 5,809 | $515K |
| MQS Management LLC | 0.28% | New | 5,716 | $506K |
| CSU Producer Resources, Inc. | 1.58% | No change | 5,602 | $496K |
| Fortem Financial Group, LLC | 0.20% | New | 5,593 | $495K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -3.5% | 5,560 | $493K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 5,500 | $487K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 5,485 | $486K |
| Intrua Financial, LLC | 0.08% | Reduce -34.2% | 5,473 | $485K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -10.7% | 5,397 | $480K |
| Caprock Group, LLC | 0.02% | Add +2.1% | 5,347 | $474K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -50.8% | 5,268 | $467K |
| Daiwa Securities Group Inc. | 0.00% | Add +14.7% | 5,238 | $464K |
| Centiva Capital, LP | 0.02% | New | 5,220 | $462K |
| Prelude Capital Management, LLC | 0.03% | New | 5,100 | $452K |
| Shell Asset Management Co. | 0.02% | — | 5,067 | $449K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.6% | 5,060 | $448K |
| Savant Capital, LLC | 0.00% | Add +3.2% | 4,983 | $441K |
| Chelsea Counsel Co. | 0.22% | No change | 4,939 | $438K |
| Key Financial Inc | 0.10% | No change | 4,900 | $434K |
| DRW Securities, LLC | 0.02% | New | 4,745 | $420K |
| Equitable Holdings, Inc. | 0.00% | Add +2.2% | 4,739 | $420K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +6.4% | 4,632 | $410K |
| Stephens Inc. | 0.01% | Add +1.0% | 4,566 | $405K |
| 1620 Investment Advisors, Inc. | 0.30% | Add +1.1% | 4,521 | $401K |
| Larson Financial Group LLC | 0.02% | Add +285.1% | 4,502 | $399K |
| New Hampshire Trust | 0.09% | No change | 4,483 | $397K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.8% | 4,456 | $395K |
| Verity Asset Management, Inc. | 0.15% | Reduce -2.8% | 4,418 | $391K |
| D.A. Davidson & Co. | 0.00% | Add +0.2% | 4,413 | $391K |
| Capstone Investment Advisors, LLC | 0.01% | Add +103.7% | 4,409 | $391K |
| Sterling Capital Management LLC | 0.01% | — | 4,329 | $384K |
| Old Port Advisors | 0.11% | Reduce -2.5% | 4,314 | $382K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.4% | 4,285 | $380K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.9% | 4,285 | $380K |
| Norinchukin Bank, The | 0.01% | Add +12.2% | 4,281 | $379K |
| Mackenzie Financial Corp. | 0.00% | Add +3.6% | 4,268 | $378K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,200 | $372K |
| Wedbush Securities Inc. | 0.01% | No change | 4,181 | $370K |
| Virtus Investment Advisers, LLC | 0.30% | New | 4,145 | $367K |
| Truist Financial Corp. | 0.00% | Reduce -26.2% | 4,117 | $365K |
| Mgo One Seven LLC | 0.02% | Add +0.3% | 4,038 | $358K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 3,976 | $352K |
| Empirical Finance, LLC | 0.02% | Add +2.0% | 3,874 | $343K |
| MBB Public Markets I LLC | 0.03% | New | 3,870 | $343K |
| Fiduciary Financial Group, LLC | 0.08% | Add +8.0% | 3,939 | $341K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -89.8% | 3,739 | $331K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,690 | $327K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.4% | 3,599 | $319K |
| Blueshift Asset Management, LLC | 0.08% | New | 3,546 | $314K |
| JBR Co Financial Management Inc | 0.20% | No change | 3,525 | $312K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +49.2% | 3,509 | $311K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -0.5% | 3,455 | $309K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 3,467 | $307K |
| Meeder Advisory Services, Inc. | 0.02% | Add +20.9% | 3,418 | $303K |
| Brookstone Capital Management | 0.00% | Reduce -16.2% | 3,403 | $301K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -8.2% | 3,362 | $298K |
| Huntington National Bank | 0.00% | Reduce -2.9% | 3,328 | $295K |
| GYL Financial Synergies, LLC | 0.02% | Add +0.4% | 3,306 | $293K |
| Compound Planning, Inc. | 0.02% | Reduce -6.8% | 3,285 | $291K |
| Moody National Bank Trust Division | 0.03% | New | 3,243 | $287K |
| Birmingham Capital Management Co. Inc. | 0.10% | No change | 3,225 | $286K |
| Parallel Advisors, LLC | 0.01% | Add +12.0% | 3,215 | $285K |
| Allianz Asset Management GmbH | 0.00% | Reduce -39.8% | 3,166 | $280K |
| Coldstream Capital Management Inc. | 0.01% | Add +10.6% | 3,110 | $276K |
| First Trust Direct Indexing L.P. | 0.01% | New | 3,103 | $275K |
| Summit Trail Advisors, LLC | 0.01% | Add +9.9% | 3,084 | $273K |
| Investment Advisory Services Inc. /TX | 0.10% | No change | 3,082 | $273K |
| Napatree Capital LLC | 0.19% | Add +1.4% | 3,071 | $272K |
| V-Square Quantitative Management LLC | 0.04% | Add +0.4% | 3,061 | $271K |
| Ground Swell Capital, LLC | 0.38% | New | 3,013 | $267K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +1.5% | 3,013 | $267K |
| Bridgefront Capital, LLC | 0.10% | Reduce -4.0% | 3,004 | $266K |
| HTLF Bank | 0.03% | No change | 3,000 | $266K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,000 | $266K |
| KBC Group NV | 0.00% | Add +21.4% | 2,967 | $263K |
| International Assets Investment Management, LLC | 0.02% | Add +1618.2% | 2,921 | $259K |
| Machina Capital S.A.S. | 0.10% | Reduce -65.5% | 2,914 | $258K |
| CI Investments Inc. | 0.00% | Reduce -4.3% | 2,907 | $258K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -87.5% | 2,900 | $257K |
| Tidal Investments LLC | 0.00% | Add +7.6% | 2,881 | $255K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.4% | 2,848 | $252K |
| Principal Securities, Inc. | 0.01% | Add +19.5% | 2,813 | $249K |
| Glenview Trust Co | 0.00% | No change | 2,789 | $247K |
| GTS Securities LLC | 0.00% | New | 2,760 | $245K |
| Kepos Capital LP | 0.11% | Reduce -19.3% | 2,747 | $243K |
| Two Sigma Securities, LLC | 0.02% | Reduce -34.4% | 2,706 | $240K |
| Hilltop Holdings Inc. | 0.02% | New | 2,700 | $239K |
| Advisory Services Network, LLC | 0.00% | No change | 3,111 | $238K |
| PAX Financial Group, LLC | 0.04% | Reduce -4.5% | 2,672 | $237K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.4% | 2,660 | $236K |
| Moors & Cabot, Inc. | 0.01% | Reduce -62.8% | 2,655 | $235K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.7% | 2,616 | $232K |
| IFP Advisors, Inc | 0.01% | Reduce -20.4% | 2,572 | $228K |
| LRI Investments, LLC | 0.02% | Add +7.0% | 2,498 | $227K |
| Syon Capital LLC | 0.02% | Reduce -3.8% | 2,530 | $224K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $224K |
| Walleye Capital LLC | 0.00% | Reduce -74.6% | 2,514 | $223K |
| WealthTrust Axiom LLC | 0.07% | New | 2,500 | $221K |
| Diligent Investors, LLC | 0.05% | New | 2,500 | $221K |
| Wesbanco Bank Inc. | 0.01% | Reduce -8.6% | 2,500 | $221K |
| TriaGen Wealth Management LLC | 0.07% | New | 2,477 | $219K |
| Trust Investment Advisors | 0.14% | New | 2,449 | $217K |
| Millburn Ridgefield LLC | 0.01% | New | 2,438 | $216K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 2,400 | $213K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -12.5% | 2,378 | $211K |
| TD Private Client Wealth LLC | 0.01% | Add +2.5% | 2,359 | $209K |
| Independent Financial Group, LLC | 0.01% | New | 2,269 | $201K |
| Mather Group, Llc. | 0.00% | Add +66.4% | 2,232 | $198K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -45.3% | 2,148 | $190K |
| City Holding Co. | 0.03% | Reduce -9.3% | 2,140 | $190K |
| MCF Advisors LLC | 0.01% | Reduce -7.0% | 2,047 | $181K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $160K |
| Farther Finance Advisors, LLC | 0.01% | Add +116.3% | 1,797 | $159K |
| Y.D. More Investments Ltd | 0.02% | Add +3.0% | 1,655 | $147K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,628 | $144K |
| Horizon Investments, LLC | 0.00% | Reduce -23.7% | 1,541 | $135K |
| Global Retirement Partners, LLC | 0.00% | Reduce -19.4% | 1,442 | $128K |
| Private Trust Co. NA | 0.01% | No change | 1,357 | $120K |
| Geneos Wealth Management Inc. | 0.00% | Add +18.9% | 1,315 | $117K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.2% | 1,240 | $110K |
| Signaturefd, LLC | 0.00% | Add +0.9% | 1,240 | $110K |
| Fortitude Family Office, LLC | 0.04% | Add +887.1% | 1,224 | $108K |
| UMB Bank, n.a. | 0.00% | Reduce -4.0% | 1,208 | $107K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,195 | $106K |
| GAMMA Investing LLC | 0.01% | Add +13.7% | 1,147 | $102K |
| Crewe Advisors LLC | 0.01% | Add +39.2% | 1,100 | $97K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,085 | $96K |
| Lanark Financial, Inc. | 0.01% | No change | 1,025 | $90K |
| Montag A & Associates Inc. | 0.00% | Add +26.3% | 1,010 | $89K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $89K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,000 | $89K |
| St Germain D J Co. Inc. | 0.00% | Reduce -10.9% | 962 | $85K |
| Ancora Advisors LLC | 0.00% | Reduce -13.6% | 950 | $84K |
| Hilltop National Bank | 0.03% | No change | 935 | $83K |
| Blue Trust, Inc. | 0.00% | Add +193.5% | 1,080 | $82K |
| Tidemark, LLC | 0.03% | No change | 909 | $81K |
| Delta Asset Management LLC | 0.01% | Reduce -2.9% | 841 | $75K |
| Harbour Investments, Inc. | 0.00% | No change | 830 | $74K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.4% | 783 | $69K |
| GeoWealth Management, LLC | 0.00% | New | 780 | $69K |
| NewEdge Advisors, LLC | 0.00% | No change | 747 | $66K |
| Manchester Capital Management LLC | 0.01% | No change | 727 | $64K |
| Kennebec Savings Bank | 0.06% | — | 720 | $64K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.2% | 707 | $63K |
| First Command Advisory Services, Inc. | 0.00% | No change | 700 | $62K |
| Group One Trading LLC | 0.00% | New | 687 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.5% | 681 | $60K |
| Alaska Permanent Fund Corp | 0.00% | No change | 633 | $56K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +32.3% | 611 | $54K |
| Jones Financial Companies LLLP | 0.00% | Add +93.3% | 609 | $54K |
| Jaffetilchin Investment Partners, LLC | 0.00% | Reduce -91.8% | 606 | $54K |
| First Personal Financial Services | 0.01% | No change | 601 | $53K |
| Trust Co | 0.01% | No change | 597 | $53K |
| CoreCap Advisors, LLC | 0.00% | New | 557 | $49K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $49K |
| McIlrath & Eck, LLC | 0.01% | Add +3.5% | 531 | $47K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 534 | $47K |
| First Financial Corp. | 0.02% | No change | 500 | $44K |
| Creative Capital Management Investments LLC | 0.02% | Reduce -16.7% | 500 | $44K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $44K |
| Rise Advisors, LLC | 0.02% | Add +1.0% | 493 | $44K |
| Sentry Investment Management LLC | 0.02% | No change | 488 | $43K |
| Fourpath Capital Management, LLC | 0.01% | New | 484 | $43K |
| Whittier Trust Co. | 0.00% | No change | 444 | $39K |
| Flputnam Investment Management Co. | 0.00% | Add +30.3% | 1,525 | $38K |
| Venturi Wealth Management, LLC | 0.00% | Add +124.6% | 429 | $38K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 401 | $36K |
| First United Bank & Trust | 0.01% | No change | 400 | $35K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $35K |
| HM Payson & Co. | 0.00% | No change | 394 | $35K |
| TD Waterhouse Canada Inc. | 0.00% | Add +7.2% | 374 | $34K |
| Optiver Holding B.V. | 0.00% | New | 376 | $33K |
| Cromwell Holdings LLC | 0.02% | No change | 371 | $33K |
| Estabrook Capital Management | 0.00% | No change | 326 | $29K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -0.3% | 325 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.6% | 320 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.9% | 307 | $27K |
| Lindbrook Capital, LLC | 0.00% | Reduce -22.8% | 304 | $27K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 300 | $27K |
| Caldwell Trust Co | 0.00% | No change | 300 | $27K |
| Gen-Wealth Partners Inc | 0.01% | No change | 300 | $26K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 293 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -26.7% | 291 | $26K |
| Allworth Financial LP | 0.00% | Reduce -7.6% | 290 | $26K |
| Quent Capital, LLC | 0.00% | Add +10.4% | 265 | $23K |
| Sittner & Nelson, LLC | 0.01% | No change | 250 | $22K |
| City State Bank | 0.01% | No change | 233 | $21K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $18K |
| Riverview Trust Co | 0.02% | No change | 201 | $18K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $18K |
| Castleview Partners, LLC | 0.01% | Add +41.9% | 193 | $17K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 178 | $16K |
| Elequin Capital, LP | 0.03% | New | 167 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 164 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 150 | $13K |
| Covestor Ltd | 0.01% | Reduce -1.3% | 150 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +49.4% | 133 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -7.1% | 131 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 122 | $11K |
| Johnson Financial Group, Inc. | 0.00% | No change | 121 | $11K |
| Carmichael Hill & Associates, Inc. | 0.00% | New | 120 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $10K |
| Clear Point Advisors Inc. | 0.01% | Add +0.9% | 107 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +1.9% | 107 | $9K |
| Red Tortoise LLC | 0.00% | No change | 102 | $9K |
| Brooklyn Investment Group | 0.00% | New | 101 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 100 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 100 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 100 | $9K |
| Spire Wealth Management | 0.00% | Add +21.9% | 89 | $8K |
| Earned Wealth Advisors, LLC | 0.00% | New | 87 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $7K |
| Hemington Wealth Management | 0.00% | New | 86 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 75 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 73 | $6K |
| Piscataqua Savings Bank | 0.01% | No change | 70 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.1% | 67 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +1.7% | 59 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 58 | $5K |
| Colonial Trust Co / SC | 0.00% | Reduce -12.3% | 57 | $5K |
| Quarry LP | 0.00% | New | 55 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.0% | 52 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 51 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -14.8% | 46 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 44 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 41 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 41 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 38 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 33 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 33 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 30 | $3K |
| Grove Bank & Trust | 0.00% | New | 29 | $3K |
| Assetmark, Inc. | 0.00% | New | 25 | $2K |
| Hudson Edge Investment Partners Inc. | 0.00% | No change | 24 | $2K |
| GW&K Investment Management, LLC | 0.00% | Add +41.7% | 17 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 22 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 23 | $2K |
| Oarsman Capital, Inc. | 0.00% | New | 22 | $2K |
| Ridgewood Investments LLC | 0.00% | No change | 20 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +5.6% | 19 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -5.3% | 18 | $2K |
| WealthCollab, LLC | 0.00% | No change | 17 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 17 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 16 | $1K |
| Ashton Thomas Securities, LLC | 0.00% | New | 15 | $1K |
| Arax Advisory Partners | 0.00% | New | 14 | $1K |
| ORG Partners LLC | 0.00% | No change | 10 | $911 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 10 | $886 |
| Baldwin Wealth Partners LLC | 0.00% | New | 9 | $797 |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $636 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 6 | $532 |
| Sound Income Strategies, LLC | 0.00% | No change | 6 | $532 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $443 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $443 |
| West Paces Advisors Inc. | 0.00% | No change | 4 | $354 |
| Avior Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $354 |
| True Wealth Design, LLC | 0.00% | Reduce -57.1% | 3 | $266 |
| Sachetta, LLC | 0.00% | No change | 3 | $266 |
| WestEnd Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $89 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $89 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -96.5% | 1 | $88 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 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.