Pinnacle West CapitalPNW
13F holders, Q4 2024 (December 31)616holders +37
76new positions
63sold out
8famous investors
$84.76avg. 13F price*
At the end of Q4 2024, 616 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 37 from Q3 2024. 76 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($1.2B), Capital Research Global Investors ($991.1M) and BlackRock, Inc. ($982.5M). 8 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $214.8M |
| Exits | 63 | $390.3M |
All 13F filers, Q3 2024 → Q4 2024: 13,964,670 shares bought and 15,575,057 shares sold, net −1,610,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 616 holders
| Vanguard Group Inc. | 0.02% | Add +1.0% | 14,180,909 | $1.2B |
| Capital Research Global Investors | 0.20% | Reduce -18.6% | 11,691,348 | $991.1M |
| BlackRock, Inc. | 0.02% | Add +11.6% | 11,590,009 | $982.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.98% | Add +0.6% | 6,864,993 | $581.9M |
| State Street Corp. | 0.02% | Reduce -0.8% | 6,350,128 | $538.3M |
| Invesco Ltd. | 0.07% | Add +32.2% | 4,298,009 | $364.3M |
| Geode Capital Management, LLC | 0.02% | Add +7.7% | 2,880,315 | $243.9M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -0.6% | 2,689,598 | $228.0M |
| Deutsche Bank AG | 0.08% | Add +33.4% | 2,435,065 | $206.4M |
| Norges Bank | 0.03% | Add +6.0% | 2,296,277 | $194.7M |
| Pictet Asset Management Holding SA | 0.17% | Add +16.9% | 1,855,586 | $157.3M |
| Morgan Stanley | 0.01% | Add +10.4% | 1,757,698 | $149.0M |
| Reaves W H & Co. Inc. | 3.11% | Add +35.2% | 1,390,715 | $117.9M |
| Nuveen Asset Management, LLC | 0.03% | Add +27.2% | 1,146,185 | $97.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.5% | 1,122,584 | $95.2M |
| Northern Trust Corp. | 0.01% | Add +8.4% | 1,036,018 | $87.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.3% | 1,031,190 | $87.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.6% | 993,886 | $84.3M |
| UBS Group AG | 0.02% | Add +127.2% | 976,200 | $82.8M |
| Voloridge Investment Management, LLC | 0.29% | Add +19.5% | 968,894 | $82.1M |
| Two Sigma Investments, LP | 0.20% | Add +133.4% | 961,616 | $81.5M |
| Two Sigma Advisers, LP | 0.18% | Add +462.8% | 912,900 | $77.4M |
| First Trust Advisors LP | 0.07% | Add +173.1% | 879,551 | $74.6M |
| Empower Advisory Group, LLC | 0.25% | Reduce -10.3% | 873,164 | $74.0M |
| Bank of America Corp. | 0.01% | Add +49.6% | 845,493 | $71.7M |
| ATLAS Infrastructure Partners (UK) Ltd. | 17.20% | Reduce -76.2% | 845,130 | $71.6M |
| Franklin Resources Inc. | 0.02% | Reduce -3.7% | 831,234 | $70.5M |
| Merewether Investment Management, LP | 2.76% | New | 816,710 | $69.2M |
| Captrust Financial Advisors | 0.18% | Add +1.2% | 740,965 | $62.8M |
| Cincinnati Financial Corp. | 1.36% | No change | 729,460 | $61.8M |
| FMR LLC | 0.00% | Add +5.6% | 707,482 | $60.0M |
| Assenagon Asset Management S.A. | 0.10% | Add +221.7% | 677,274 | $57.4M |
| Jacobs Levy Equity Management, Inc. | 0.20% | Add +4.3% | 661,885 | $56.1M |
| Duff & Phelps Investment Management Co. | 0.63% | No change | 624,930 | $53.0M |
| Legal & General Group Plc | 0.01% | Reduce -1.8% | 615,724 | $52.2M |
| Renaissance Technologies | 0.08% | Add +223.1% | 614,900 | $52.1M |
| Balyasny Asset Management L.P. | 0.12% | Add +23.3% | 610,413 | $51.7M |
| Epoch Investment Partners, Inc. | 0.23% | Reduce -3.3% | 561,100 | $47.6M |
| HSBC Holdings PLC | 0.03% | Add +31.6% | 556,894 | $47.2M |
| California Public Employees Retirement System | 0.03% | Add +1.7% | 556,241 | $47.2M |
| Newport Trust Company, LLC | 0.11% | Reduce -3.5% | 539,717 | $45.8M |
| Russell Investments Group, Ltd. | 0.06% | Add +19.2% | 534,932 | $45.4M |
| Barclays PLC | 0.02% | Add +151.0% | 510,494 | $43.3M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +65.6% | 471,183 | $39.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.2% | 460,967 | $39.1M |
| Squarepoint Ops LLC | 0.09% | Add +0.8% | 416,712 | $35.3M |
| Perpetual Ltd | 0.40% | Reduce -9.5% | 402,344 | $34.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -42.7% | 399,874 | $33.9M |
| Victory Capital Management Inc. | 0.03% | Reduce -14.5% | 389,900 | $33.1M |
| Jennison Associates LLC | 0.02% | New | 378,411 | $32.1M |
| Millennium Management | 0.03% | Reduce -52.3% | 375,314 | $31.8M |
| Mizuho Markets Americas LLC | 0.59% | New | 360,000 | $30.5M |
| Gabelli Funds LLC | 0.22% | Reduce -0.8% | 333,800 | $28.3M |
| Federated Hermes, Inc. | 0.06% | Add +85.1% | 322,039 | $27.3M |
| Citadel Advisors | 0.03% | Reduce -82.6% | 315,247 | $26.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +8.9% | 313,408 | $26.6M |
| Cincinnati Insurance Co. | 0.44% | No change | 296,838 | $25.2M |
| Yaupon Capital Management LP | 1.56% | Add +16.0% | 290,354 | $24.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +411.2% | 270,587 | $22.9M |
| AQR Capital Management | 0.03% | Add +105.1% | 265,041 | $22.5M |
| Man Group plc | 0.07% | Add +101.8% | 257,814 | $21.9M |
| Bank of Montreal | 0.01% | Add +3.0% | 255,029 | $21.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.1% | 242,189 | $20.5M |
| Ameriprise Financial Inc. | 0.01% | Add +12.0% | 235,036 | $19.9M |
| Swiss National Bank | 0.01% | Add +0.7% | 223,400 | $18.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -0.4% | 215,098 | $18.2M |
| Aventail Capital Group, LP | 0.95% | New | 213,153 | $18.1M |
| Financial Counselors Inc. | 0.26% | Reduce -0.7% | 209,981 | $17.8M |
| BNP Paribas Financial Markets | 0.01% | Add +3.6% | 208,055 | $17.6M |
| Cubist Systematic Strategies, LLC | 0.28% | New | 205,385 | $17.4M |
| Citigroup Inc. | 0.02% | Add +100.6% | 186,899 | $15.8M |
| Wells Fargo & Company | 0.00% | Reduce -24.1% | 177,773 | $15.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.4% | 177,306 | $15.0M |
| Tudor Investment Corporation | 0.16% | Add +519.2% | 172,277 | $14.6M |
| Susquehanna Fundamental Investments, LLC | 0.24% | — | 168,404 | $14.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +332.5% | 166,224 | $14.1M |
| Stifel Financial Corp. | 0.01% | Add +15.9% | 163,084 | $13.8M |
| Skba Capital Management LLC | 2.17% | Reduce -3.0% | 161,910 | $13.7M |
| Royal Bank of Canada | 0.00% | Reduce -12.8% | 161,605 | $13.7M |
| Bridgewater Associates | 0.06% | Add +56.7% | 159,804 | $13.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.4% | 156,588 | $13.3M |
| Alliancebernstein L.P. | 0.00% | Add +8.1% | 154,943 | $13.1M |
| Verition Fund Management LLC | 0.06% | Add +17.7% | 146,340 | $12.4M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.3% | 144,842 | $12.3M |
| Amundi | 0.00% | Add +1781.8% | 143,754 | $12.0M |
| Cambiar Investors LLC | 0.48% | Reduce -10.8% | 141,581 | $12.0M |
| Wedge Capital Management L L P | 0.21% | Reduce -10.6% | 138,885 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.3% | 138,821 | $11.8M |
| American Century Companies Inc. | 0.01% | Add +2.1% | 129,333 | $11.0M |
| State of Wisconsin Investment Board | 0.03% | Add +1.2% | 123,809 | $10.5M |
| National Bank of Canada | 0.01% | Add +114.5% | 123,258 | $10.5M |
| Channing Capital Management, LLC | 0.28% | Add +23.7% | 123,081 | $10.4M |
| Sei Investments Co. | 0.01% | Add +27.5% | 116,842 | $9.9M |
| NorthCoast Asset Management LLC | 0.05% | Add +1.2% | 114,665 | $9.7M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +16.3% | 110,237 | $9.3M |
| Aquatic Capital Management LLC | 0.25% | Add +368.9% | 110,193 | $9.3M |
| Twinbeech Capital LP | 0.15% | Add +214.8% | 106,826 | $9.1M |
| HITE Hedge Asset Management LLC | 0.66% | Add +15.4% | 106,573 | $9.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +29.0% | 107,225 | $9.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.1% | 106,301 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.9% | 97,503 | $8.3M |
| HRT Financial LP | 0.04% | Reduce -63.7% | 97,450 | $8.3M |
| Engineers Gate Manager LP | 0.14% | Add +11.5% | 95,519 | $8.1M |
| Cerity Partners LLC | 0.02% | Add +996.6% | 93,764 | $8.0M |
| TD Asset Management Inc | 0.01% | Reduce -1.4% | 89,780 | $7.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -11.9% | 87,063 | $7.3M |
| Magellan Asset Management Ltd | 0.08% | Reduce -15.5% | 83,926 | $7.1M |
| American Assets Investment Management, LLC | 0.57% | No change | 83,000 | $7.0M |
| Keystone Financial Planning, Inc. | 2.17% | Reduce -0.2% | 82,587 | $7.0M |
| Covalis Capital LLP | 1.00% | Reduce -76.7% | 80,508 | $6.8M |
| Banco Santander, S.A. | 0.08% | New | 78,028 | $6.6M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.1% | 75,138 | $6.4M |
| Gotham Asset Management | 0.06% | Add +37.4% | 72,791 | $6.2M |
| Bessemer Group Inc. | 0.01% | Add +1.7% | 72,078 | $6.1M |
| Jump Financial, LLC | 0.13% | Add +11.0% | 71,706 | $6.1M |
| Macquarie Group Ltd. | 0.01% | Add +8.5% | 75,518 | $6.0M |
| QRG Capital Management, Inc. | 0.06% | Add +4.7% | 70,121 | $5.9M |
| Marshall Wace, LLP | 0.01% | Add +266.1% | 69,739 | $5.9M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -6.9% | 69,014 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 67,674 | $5.7M |
| Harvest Portfolios Group Inc. | 0.19% | Add +4.0% | 67,022 | $5.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 66,836 | $5.7M |
| Comerica Bank | 0.02% | Add +8.4% | 66,177 | $5.6M |
| Prudential Financial Inc. | 0.01% | Reduce -19.9% | 60,969 | $5.5M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -0.4% | 64,187 | $5.4M |
| SG Americas Securities, LLC | 0.02% | Reduce -53.0% | 63,708 | $5.4M |
| LPL Financial LLC | 0.00% | Reduce -6.7% | 60,850 | $5.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.0% | 59,666 | $5.1M |
| Butensky & Cohen Financial Security, Inc. | 1.59% | Add +1.7% | 59,480 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +23.8% | 59,301 | $5.0M |
| Brevan Howard Capital Management LP | 0.12% | Add +442.1% | 57,915 | $4.9M |
| Raymond James Financial Inc. | 0.00% | — | 57,713 | $4.9M |
| Teza Capital Management LLC | 0.72% | Add +64.1% | 56,035 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Add +0.5% | 54,955 | $4.7M |
| LSV Asset Management | 0.01% | New | 53,500 | $4.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.8% | 52,808 | $4.5M |
| Gateway Investment Advisers LLC | 0.05% | Reduce -7.9% | 52,701 | $4.5M |
| Beacon Investment Advisory Services, Inc. | 0.18% | Add +2.6% | 49,869 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.1% | 49,654 | $4.2M |
| Baker Ellis Asset Management LLC | 0.61% | Add +1.2% | 48,829 | $4.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.8% | 48,113 | $4.1M |
| Systematic Financial Management LP | 0.10% | Reduce -0.8% | 44,875 | $3.8M |
| Jane Street Group, LLC | 0.01% | Reduce -79.5% | 44,474 | $3.8M |
| Trexquant Investment LP | 0.04% | Reduce -41.5% | 44,138 | $3.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.1% | 43,885 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 43,323 | $3.7M |
| Clean Energy Transition LLP | 0.36% | Add +1.9% | 41,605 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -2.6% | 41,388 | $3.5M |
| AlphaQuest LLC | 0.47% | Add +44.6% | 41,315 | $3.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -74.7% | 41,160 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 41,093 | $3.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 38,101 | $3.2M |
| Investment Management Corp of Ontario | 0.11% | New | 37,518 | $3.2M |
| Nisa Investment Advisors, LLC | 0.01% | Add +5.0% | 36,740 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 36,585 | $3.1M |
| Bfsg, LLC | 0.36% | Reduce -0.9% | 36,198 | $3.1M |
| New Age Alpha Advisors, LLC | 0.12% | New | 35,687 | $3.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +5.1% | 34,905 | $3.0M |
| Van Eck Associates Corp. | 0.00% | Add +8.9% | 34,242 | $2.9M |
| Arizona State Retirement System | 0.02% | Add +0.8% | 32,972 | $2.8M |
| Quantinno Capital Management LP | 0.03% | Add +62.2% | 32,401 | $2.7M |
| Capital Fund Management S.A. | 0.03% | New | 32,329 | $2.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.8% | 31,951 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +31.9% | 30,962 | $2.6M |
| State of Michigan Retirement System | 0.01% | Reduce -0.3% | 30,861 | $2.6M |
| Pacer Advisors, Inc. | 0.01% | Add +263.2% | 30,783 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Reduce -86.2% | 30,095 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Add +1.9% | 30,086 | $2.6M |
| Gifford Fong Associates | 0.62% | No change | 30,000 | $2.5M |
| Romano Brothers and Company | 0.32% | Reduce -2.0% | 29,875 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.2% | 29,775 | $2.5M |
| Public Sector Pension Investment Board | 0.01% | Add +48.9% | 29,488 | $2.5M |
| Alps Advisors Inc. | 0.02% | Add +17.2% | 29,268 | $2.5M |
| Cetera Investment Advisers | 0.01% | Reduce -14.4% | 29,248 | $2.5M |
| LGT Fund Management Co Ltd. | 0.22% | New | 29,213 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.8% | 29,205 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +58.5% | 27,975 | $2.4M |
| Mariner, LLC | 0.00% | Add +7.8% | 27,239 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | New | 27,134 | $2.3M |
| Corebridge Financial, Inc. | 0.01% | Reduce -4.5% | 26,921 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -4.7% | 26,639 | $2.3M |
| Credit Agricole S A | 0.01% | Add +99.6% | 26,279 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 26,199 | $2.2M |
| Creative Planning | 0.00% | Add +1.2% | 26,025 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.4% | 25,446 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +2.2% | 25,111 | $2.1M |
| Rothschild Investment LLC | 0.14% | Reduce -1.1% | 24,855 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +18.8% | 24,726 | $2.1M |
| Czech National Bank | 0.02% | Add +6.6% | 24,656 | $2.1M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.9% | 24,618 | $2.1M |
| Yousif Capital Management, LLC | 0.02% | Add +54.2% | 24,212 | $2.1M |
| ProShare Advisors LLC | 0.00% | Add +8.6% | 24,202 | $2.1M |
| Sonora Investment Management Group, LLC | 0.16% | Add +17.4% | 23,777 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -2.3% | 23,732 | $2.0M |
| Toronto Dominion Bank | 0.00% | Reduce -54.4% | 23,526 | $2.0M |
| Parcion Private Wealth LLC | 0.15% | No change | 22,891 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.1% | 22,473 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.1% | 22,473 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.30% | Reduce -45.0% | 22,330 | $1.9M |
| Azimuth Capital Investment Management LLC | 0.07% | Reduce -0.7% | 22,275 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | Add +63.2% | 22,200 | $1.9M |
| Amalgamated Bank | 0.02% | Reduce -1.8% | 21,928 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -7.0% | 21,587 | $1.8M |
| Vestcor Inc | 0.06% | Add +13.5% | 21,514 | $1.8M |
| Walleye Capital LLC | 0.02% | Add +752.5% | 21,431 | $1.8M |
| Cinctive Capital Management LP | 0.10% | New | 21,107 | $1.8M |
| Ellsworth Advisors, LLC | 0.46% | Add +9.6% | 20,731 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -3.0% | 20,222 | $1.7M |
| Point72 Hong Kong Ltd | 0.11% | New | 20,066 | $1.7M |
| Bridgefront Capital, LLC | 0.57% | Add +564.4% | 19,959 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.6% | 19,601 | $1.7M |
| Polymer Capital Management (US) LLC | 0.53% | — | 19,587 | $1.7M |
| Entropy Technologies, LP | 0.17% | Reduce -36.7% | 19,181 | $1.6M |
| UniSuper Management Pty Ltd | 0.01% | Add +26.2% | 18,948 | $1.6M |
| MADDEN SECURITIES Corp | 0.64% | Reduce -4.4% | 18,860 | $1.6M |
| Utah Retirement Systems | 0.02% | No change | 18,782 | $1.6M |
| SFE Investment Counsel | 0.33% | Reduce -0.3% | 18,345 | $1.6M |
| Sciencast Management LP | 0.42% | Reduce -41.8% | 18,240 | $1.5M |
| iSAM Funds (UK) Ltd | 1.15% | Reduce -18.1% | 18,230 | $1.5M |
| Wolverine Asset Management LLC | 0.12% | Reduce -35.8% | 18,220 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 17,144 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | Add +301.6% | 17,142 | $1.5M |
| Versor Investments LP | 0.25% | Add +41.9% | 17,023 | $1.4M |
| Burney Co./ | 0.05% | Add +17.9% | 16,602 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +2.0% | 16,412 | $1.4M |
| CIBC Asset Management Inc | 0.00% | Add +2.5% | 16,125 | $1.4M |
| ERn Financial, LLC | 0.20% | Add +25.4% | 16,073 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.14% | New | 15,824 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -20.9% | 15,645 | $1.3M |
| CWA Asset Management Group, LLC | 0.07% | Add +17.3% | 15,467 | $1.3M |
| IFM Investors Pty Ltd | 0.01% | No change | 15,096 | $1.3M |
| Crestline Management, L.P. | 0.04% | Reduce -72.4% | 15,088 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.2% | 14,991 | $1.3M |
| Cincinnati Casualty Co. | 0.71% | No change | 14,958 | $1.3M |
| New York Life Investment Management LLC | 0.01% | Add +0.9% | 14,916 | $1.3M |
| Twin Capital Management Inc. | 0.14% | Reduce -0.6% | 14,873 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +5.6% | 14,738 | $1.2M |
| Fox Run Management, L.L.C. | 0.23% | New | 14,710 | $1.2M |
| Excalibur Management Corp. | 0.49% | Reduce -1.6% | 14,481 | $1.2M |
| Sherbrooke Park Advisers LLC | 0.39% | Add +37.1% | 14,447 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | No change | 14,304 | $1.2M |
| Riverwater Partners LLC | 0.59% | Add +2.4% | 14,259 | $1.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | New | 13,886 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.8% | 13,724 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.6% | 13,619 | $1.2M |
| Rockland Trust Co. | 0.06% | Reduce -7.5% | 13,266 | $1.1M |
| Graham Capital Management, L.P. | 0.05% | New | 13,139 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Add +45.5% | 12,804 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -7.4% | 12,786 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -2.4% | 12,767 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.1% | 12,299 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -99.1% | 12,170 | $1.0M |
| Atom Investors LP | 0.13% | Reduce -50.2% | 11,946 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +1.3% | 11,939 | $1.0M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -4.4% | 11,884 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Add +11.3% | 11,783 | $999K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +47.2% | 11,716 | $995K |
| Farringdon Capital, Ltd. | 0.40% | — | 11,464 | $972K |
| Bank of Nova Scotia | 0.00% | Reduce -15.4% | 11,416 | $968K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -1.3% | 11,248 | $953K |
| Wealthcare Advisory Partners LLC | 0.03% | New | 10,904 | $924K |
| Mizuho Securities USA LLC | 0.02% | Add +46.3% | 10,776 | $913K |
| Linden Thomas Advisory Services, LLC | 0.11% | Reduce -0.8% | 10,563 | $895K |
| Naples Global Advisors, LLC | 0.08% | Add +3.4% | 10,558 | $895K |
| First Hawaiian Bank | 0.03% | No change | 10,551 | $894K |
| Viawealth, LLC | 0.53% | Reduce -7.7% | 10,438 | $885K |
| Algert Global LLC | 0.02% | New | 10,302 | $873K |
| GTS Securities LLC | 0.04% | Add +272.2% | 10,273 | $871K |
| M&T Bank Corp | 0.00% | Add +0.9% | 10,225 | $866K |
| Pathstone Holdings, LLC | 0.00% | Add +1.2% | 10,183 | $863K |
| Whalerock Point Partners, LLC | 0.20% | Reduce -11.6% | 10,008 | $848K |
| Cwm, LLC | 0.00% | Add +1.4% | 9,847 | $835K |
| Integrated Investment Consultants, LLC | 0.17% | New | 9,800 | $831K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.0% | 9,749 | $826K |
| Cincinnati Specialty Underwriters Insurance CO | 0.23% | No change | 9,720 | $824K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.8% | 9,691 | $822K |
| NovaPoint Capital, LLC | 0.25% | Add +5.0% | 9,609 | $815K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.8% | 9,599 | $814K |
| Legacy Capital Group California, Inc. | 0.24% | Reduce -0.7% | 9,462 | $802K |
| Xponance LLC | 0.01% | Reduce -8.3% | 9,437 | $800K |
| Harvest Fund Management Co., Ltd | 0.04% | New | 9,018 | $764K |
| Wilkinson Global Asset Management LLC | 0.05% | No change | 9,000 | $763K |
| MML Investors Services, LLC | 0.00% | Add +39.0% | 8,941 | $758K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.9% | 8,935 | $757K |
| Mirador Capital Partners LP | 0.13% | Add +2.3% | 8,768 | $743K |
| Regions Financial Corp. | 0.01% | Reduce -7.1% | 8,732 | $740K |
| Silver Lake Advisory, LLC | 0.32% | Add +0.8% | 8,611 | $730K |
| Kuhn & Co Investment Counsel | 0.62% | No change | 8,596 | $729K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,479 | $718K |
| Apollon Wealth Management, LLC | 0.02% | Add +3.3% | 8,085 | $685K |
| Headlands Technologies LLC | 0.07% | Reduce -1.8% | 8,075 | $685K |
| Kentucky Retirement Systems | 0.02% | Reduce -1.4% | 7,804 | $662K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.7% | 7,527 | $656K |
| Aberdeen Group plc | 0.00% | Reduce -10.4% | 7,709 | $651K |
| Synovus Financial Corp. | 0.01% | Add +1.1% | 7,669 | $650K |
| Aigen Investment Management, LP | 0.11% | New | 7,650 | $648K |
| Magnetar Financial LLC | 0.02% | New | 7,592 | $644K |
| Ironwood Investment Counsel, LLC | 0.11% | Reduce -13.8% | 7,519 | $637K |
| Point72 (DIFC) Ltd | 0.06% | New | 7,264 | $616K |
| Focus Partners Wealth | 0.00% | New | 7,241 | $614K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 7,197 | $610K |
| Commerce Bank | 0.00% | Reduce -0.8% | 7,117 | $603K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.9% | 6,993 | $593K |
| Woodline Partners LP | 0.00% | New | 6,828 | $579K |
| Sterling Capital Management LLC | 0.01% | Add +55.4% | 6,729 | $570K |
| Integrated Wealth Concepts LLC | 0.01% | Add +20.9% | 6,629 | $562K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.9% | 6,521 | $553K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 6,507 | $552K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,498 | $551K |
| EntryPoint Capital, LLC | 0.23% | New | 6,419 | $544K |
| Freestone Grove Partners LP | 0.01% | — | 6,364 | $539K |
| denkapparat Operations GmbH | 0.78% | — | 6,194 | $525K |
| MCF Advisors LLC | 0.04% | Add +200.6% | 6,154 | $522K |
| Profund Advisors LLC | 0.02% | Reduce -10.3% | 6,143 | $521K |
| Daiwa Securities Group Inc. | 0.00% | Add +16.6% | 6,106 | $518K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.1% | 6,107 | $518K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.7% | 6,100 | $517K |
| Fifth Third Bancorp | 0.00% | Add +2.8% | 6,100 | $517K |
| Probity Advisors, Inc. | 0.10% | Add +2.7% | 6,056 | $513K |
| Glenmede Trust Co. NA | 0.00% | Reduce -10.4% | 6,000 | $509K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.3% | 5,813 | $502K |
| Panagora Asset Management Inc. | 0.00% | New | 5,870 | $498K |
| Bryce Point Capital, LLC | 0.14% | — | 5,753 | $488K |
| Fortem Financial Group, LLC | 0.19% | Add +2.2% | 5,717 | $485K |
| CSU Producer Resources, Inc. | 1.56% | No change | 5,602 | $475K |
| Caprock Group, LLC | 0.02% | Add +3.1% | 5,511 | $467K |
| Larson Financial Group LLC | 0.02% | Add +21.6% | 5,474 | $464K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -1.8% | 5,460 | $463K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -6.2% | 5,451 | $462K |
| Bleakley Financial Group, LLC | 0.01% | Add +1.6% | 5,351 | $454K |
| Verity & Verity, LLC | 0.04% | Reduce -94.1% | 5,326 | $451K |
| Intrua Financial, LLC | 0.07% | Reduce -4.7% | 5,216 | $442K |
| Ranch Capital Advisors Inc. | 0.21% | New | 5,203 | $441K |
| Fieldview Capital Management, LLC | 0.07% | — | 5,144 | $436K |
| Savant Capital, LLC | 0.00% | Add +2.0% | 5,083 | $431K |
| Shell Asset Management Co. | 0.02% | No change | 5,067 | $430K |
| NEOS Investment Management LLC | 0.01% | New | 5,047 | $428K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.9% | 5,040 | $427K |
| Clarkston Capital Partners, LLC | 0.01% | Reduce -9.1% | 5,000 | $424K |
| Brighton Jones LLC | 0.01% | New | 4,916 | $417K |
| Key Financial Inc | 0.09% | No change | 4,900 | $415K |
| Chelsea Counsel Co. | 0.21% | Reduce -1.6% | 4,859 | $412K |
| R Squared Ltd | 0.40% | — | 4,830 | $409K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.9% | 4,761 | $404K |
| Alethea Capital Management, LLC | 0.34% | New | 4,716 | $400K |
| 1620 Investment Advisors, Inc. | 0.31% | Add +3.6% | 4,683 | $397K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 4,458 | $378K |
| Stephens Inc. | 0.01% | Reduce -2.9% | 4,434 | $376K |
| New Hampshire Trust | 0.08% | Reduce -1.1% | 4,433 | $376K |
| Verity Asset Management, Inc. | 0.21% | No change | 4,418 | $375K |
| D.A. Davidson & Co. | 0.00% | No change | 4,413 | $374K |
| KBC Group NV | 0.00% | Add +48.4% | 4,402 | $373K |
| Norinchukin Bank, The | 0.01% | Add +2.7% | 4,398 | $373K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.6% | 4,396 | $373K |
| Aster Capital Management (DIFC) Ltd | 0.14% | Reduce -68.9% | 4,372 | $371K |
| Blueshift Asset Management, LLC | 0.13% | Add +22.2% | 4,332 | $367K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +14.6% | 4,284 | $363K |
| Equitable Holdings, Inc. | 0.00% | Reduce -10.5% | 4,243 | $360K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,200 | $356K |
| Virtus Investment Advisers, LLC | 0.28% | No change | 4,145 | $351K |
| Old Port Advisors | 0.10% | Reduce -3.9% | 4,144 | $351K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.4% | 4,122 | $349K |
| Waverly Advisors, LLC | 0.01% | Reduce -4.1% | 4,110 | $348K |
| Ieq Capital, LLC | 0.00% | New | 4,102 | $348K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -23.9% | 4,105 | $347K |
| Empowered Funds, LLC | 0.01% | New | 4,077 | $346K |
| Mgo One Seven LLC | 0.01% | Add +0.9% | 4,073 | $345K |
| 111 Capital | 0.07% | — | 4,016 | $340K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 3,976 | $337K |
| IFP Advisors, Inc | 0.01% | Add +51.9% | 3,906 | $332K |
| Occudo Quantitative Strategies LP | 0.06% | New | 3,866 | $328K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,690 | $326K |
| Empirical Finance, LLC | 0.02% | Reduce -1.0% | 3,835 | $325K |
| Tema ETFs LLC | 0.13% | — | 3,808 | $323K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -0.4% | 3,924 | $321K |
| Meeder Advisory Services, Inc. | 0.02% | Add +10.2% | 3,767 | $319K |
| Nicolet Advisory Services, LLC | 0.03% | Add +12.9% | 3,902 | $319K |
| Nomura Holdings Inc. | 0.00% | New | 3,745 | $317K |
| Advisory Services Network, LLC | 0.01% | Add +20.1% | 3,736 | $317K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.3% | 3,610 | $306K |
| Compound Planning, Inc. | 0.02% | Add +9.7% | 3,602 | $305K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -25.5% | 3,452 | $293K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 3,480 | $291K |
| Huntington National Bank | 0.00% | Add +2.9% | 3,424 | $290K |
| Parallel Advisors, LLC | 0.01% | Add +5.3% | 3,387 | $287K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +12.3% | 3,384 | $287K |
| Principia Wealth Advisory, LLC | 0.27% | — | 3,379 | $286K |
| Corton Capital Inc. | 0.16% | New | 3,346 | $284K |
| Howard Capital Management, LLC | 0.00% | New | 3,308 | $280K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.5% | 3,260 | $276K |
| Park Avenue Securities LLC | 0.00% | Add +22.8% | 3,213 | $272K |
| CI Investments Inc. | 0.00% | Add +10.1% | 3,201 | $271K |
| Moody National Bank Trust Division | 0.03% | Reduce -1.6% | 3,192 | $271K |
| Investment Advisory Services Inc. /TX | 0.09% | Add +3.0% | 3,174 | $269K |
| Napatree Capital LLC | 0.15% | Add +1.3% | 3,110 | $264K |
| V-Square Quantitative Management LLC | 0.04% | Add +0.5% | 3,077 | $261K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -53.0% | 3,071 | $260K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -13.1% | 3,049 | $258K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.2% | 3,042 | $258K |
| JBR Co Financial Management Inc | 0.16% | Reduce -14.2% | 3,025 | $256K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,000 | $254K |
| Ethic Inc. | 0.01% | New | 2,966 | $251K |
| Fortitude Family Office, LLC | 0.09% | Add +140.7% | 2,946 | $250K |
| Principal Securities, Inc. | 0.01% | Add +3.7% | 2,918 | $247K |
| Townsquare Capital LLC | 0.00% | New | 2,904 | $246K |
| Edgestream Partners, L.P. | 0.01% | Reduce -93.6% | 2,847 | $241K |
| M.E. Allison & Co., Inc. | 0.27% | — | 2,847 | $241K |
| AE Wealth Management LLC | 0.00% | New | 2,792 | $237K |
| Glenview Trust Co | 0.00% | No change | 2,789 | $236K |
| Praxis Investment Management Inc. | 0.02% | New | 2,760 | $234K |
| Prelude Capital Management, LLC | 0.02% | Reduce -46.6% | 2,724 | $231K |
| Asset Management One Co., Ltd. | 0.00% | Add +26.1% | 2,709 | $230K |
| Oxford Asset Management LLP | 0.11% | New | 2,708 | $230K |
| Tidal Investments LLC | 0.00% | Reduce -6.3% | 2,700 | $229K |
| Truist Financial Corp. | 0.00% | Reduce -35.4% | 2,661 | $226K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,660 | $225K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,655 | $225K |
| PAX Financial Group, LLC | 0.04% | Reduce -1.1% | 2,644 | $224K |
| Ground Swell Capital, LLC | 0.49% | Reduce -12.5% | 2,637 | $224K |
| Machina Capital S.A.S. | 0.09% | Reduce -11.1% | 2,590 | $220K |
| Birmingham Capital Management Co. Inc. | 0.08% | Reduce -20.9% | 2,550 | $216K |
| Crewe Advisors LLC | 0.03% | Add +130.4% | 2,534 | $215K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $214K |
| WealthTrust Axiom LLC | 0.06% | No change | 2,500 | $212K |
| Diligent Investors, LLC | 0.05% | No change | 2,500 | $212K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,500 | $212K |
| TriaGen Wealth Management LLC | 0.07% | No change | 2,477 | $210K |
| Zacks Investment Management | 0.00% | New | 2,464 | $209K |
| Virtu Financial LLC | 0.01% | Reduce -75.4% | 2,446 | $207K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.04% | Add +15.9% | 3,897 | $206K |
| Vident Advisory, LLC | 0.00% | New | 2,427 | $206K |
| Carl P. Sherr & Co., LLC | 0.11% | New | 2,400 | $203K |
| Wolverine Trading, LLC | 0.00% | New | 2,393 | $203K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.6% | 2,392 | $203K |
| Longboard Asset Management, LP | 0.54% | — | 2,387 | $202K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -46.0% | 2,380 | $202K |
| Sage Mountain Advisors LLC | 0.01% | New | 2,373 | $201K |
| Trust Investment Advisors | 0.13% | Reduce -3.1% | 2,372 | $201K |
| Mather Group, Llc. | 0.00% | Add +3.9% | 2,319 | $197K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,000 | $170K |
| Quantbot Technologies LP | 0.01% | Reduce -95.5% | 1,978 | $168K |
| City Holding Co. | 0.02% | Reduce -7.7% | 1,975 | $167K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $153K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.1% | 1,796 | $152K |
| MAI Capital Management | 0.00% | New | 1,698 | $144K |
| Mufg Securities Americas Inc. | 0.02% | — | 1,679 | $142K |
| Danske Bank A/S | 0.00% | New | 1,600 | $136K |
| Global Retirement Partners, LLC | 0.00% | Add +10.8% | 1,598 | $135K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.0% | 1,580 | $134K |
| Horizon Investments, LLC | 0.00% | Add +0.8% | 1,553 | $130K |
| GAMMA Investing LLC | 0.01% | Add +31.9% | 1,513 | $128K |
| Y.D. More Investments Ltd | 0.01% | Reduce -11.7% | 1,461 | $124K |
| Private Trust Co. NA | 0.01% | No change | 1,357 | $115K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 1,338 | $113K |
| Signaturefd, LLC | 0.00% | Add +5.0% | 1,302 | $110K |
| Quadrant Capital Group LLC | 0.01% | Add +1.1% | 1,254 | $106K |
| North Ridge Wealth Advisors, Inc. | 0.07% | New | 1,230 | $104K |
| UMB Bank, n.a. | 0.00% | No change | 1,208 | $102K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,195 | $101K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 1,164 | $99K |
| St Germain D J Co. Inc. | 0.00% | Add +19.0% | 1,145 | $97K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,085 | $92K |
| Jones Financial Companies LLLP | 0.00% | Add +76.5% | 1,075 | $91K |
| Hussman Strategic Advisors, Inc. | 0.03% | No change | 1,000 | $85K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $81K |
| Tidemark, LLC | 0.03% | No change | 909 | $77K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +27.2% | 899 | $76K |
| Asset Planning,Inc | 0.05% | — | 850 | $72K |
| Harbour Investments, Inc. | 0.00% | Add +1.4% | 842 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | Add +125.1% | 842 | $71K |
| Delta Asset Management LLC | 0.01% | Reduce -1.8% | 826 | $70K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.9% | 806 | $68K |
| Montag A & Associates Inc. | 0.00% | Reduce -20.8% | 800 | $68K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.3% | 765 | $65K |
| NewEdge Advisors, LLC | 0.00% | No change | 747 | $63K |
| Manchester Capital Management LLC | 0.01% | No change | 727 | $62K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +15.7% | 707 | $60K |
| First Command Advisory Services, Inc. | 0.00% | No change | 700 | $59K |
| Allworth Financial LP | 0.00% | Add +125.9% | 655 | $56K |
| Alaska Permanent Fund Corp | 0.00% | No change | 633 | $54K |
| Trust Co | 0.01% | No change | 597 | $51K |
| GeoWealth Management, LLC | 0.00% | Reduce -28.6% | 557 | $47K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $47K |
| Kennebec Savings Bank | 0.05% | Reduce -22.9% | 555 | $46K |
| Transcendent Capital Group LLC | 0.02% | New | 537 | $46K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 534 | $45K |
| McIlrath & Eck, LLC | 0.01% | Reduce -0.9% | 526 | $45K |
| Bayforest Capital Ltd | 0.05% | — | 512 | $43K |
| First Financial Corp. | 0.02% | No change | 500 | $42K |
| Creative Capital Management Investments LLC | 0.02% | No change | 500 | $42K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $42K |
| Rise Advisors, LLC | 0.02% | Add +1.0% | 498 | $42K |
| Roble, Belko & Company, Inc | 0.01% | New | 500 | $42K |
| Venturi Wealth Management, LLC | 0.00% | Add +10.7% | 475 | $40K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 450 | $38K |
| Whittier Trust Co. | 0.00% | No change | 444 | $38K |
| Sentry Investment Management LLC | 0.02% | Reduce -13.9% | 420 | $36K |
| Canada Post Corp Registered Pension Plan | 0.00% | — | 418 | $35K |
| Lindbrook Capital, LLC | 0.00% | Add +32.9% | 404 | $34K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 401 | $34K |
| First United Bank & Trust | 0.01% | No change | 400 | $34K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $34K |
| HM Payson & Co. | 0.00% | No change | 394 | $33K |
| Cromwell Holdings LLC | 0.02% | No change | 371 | $31K |
| Blue Trust, Inc. | 0.00% | Reduce -67.9% | 347 | $29K |
| YANKCOM Partnership | 0.02% | — | 341 | $29K |
| American National Bank & Trust | 0.00% | New | 331 | $28K |
| Estabrook Capital Management | 0.00% | No change | 326 | $28K |
| Chesapeake Asset Management LLC | 0.03% | No change | 325 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.5% | 324 | $27K |
| Gen-Wealth Partners Inc | 0.01% | No change | 300 | $25K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 300 | $25K |
| Caldwell Trust Co | 0.00% | No change | 300 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.8% | 295 | $25K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 293 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 291 | $25K |
| Penserra Capital Management LLC | 0.00% | New | 289 | $24K |
| Colonial Trust Co / SC | 0.00% | Add +384.2% | 276 | $23K |
| Quent Capital, LLC | 0.00% | Add +0.4% | 266 | $23K |
| Sittner & Nelson, LLC | 0.01% | No change | 250 | $21K |
| CoreCap Advisors, LLC | 0.00% | Reduce -56.9% | 240 | $20K |
| City State Bank | 0.01% | No change | 233 | $20K |
| Castleview Partners, LLC | 0.01% | Add +6.2% | 205 | $17K |
| Hexagon Capital Partners LLC | 0.00% | Add +55.0% | 203 | $17K |
| Riverview Trust Co | 0.02% | No change | 201 | $17K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $17K |
| WASHINGTON TRUST Co | 0.00% | New | 200 | $17K |
| Trust Co. of Vermont | 0.00% | New | 199 | $17K |
| Heritage Wealth Advisors | 0.00% | New | 174 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | Add +221.2% | 167 | $14K |
| Barrett & Company, Inc. | 0.01% | New | 167 | $14K |
| LRI Investments, LLC | 0.00% | Reduce -93.5% | 163 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -3.7% | 158 | $13K |
| Covestor Ltd | 0.01% | Add +3.3% | 155 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -18.0% | 146 | $12K |
| SBI Securities Co., Ltd. | 0.00% | — | 146 | $12K |
| Assetmark, Inc. | 0.00% | Add +444.0% | 136 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 121 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 122 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +18.0% | 118 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -15.0% | 113 | $10K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $9K |
| Red Tortoise LLC | 0.00% | No change | 102 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 100 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 100 | $8K |
| Hemington Wealth Management | 0.00% | Add +20.9% | 104 | $8K |
| Brooklyn Investment Group | 0.00% | Reduce -10.9% | 90 | $8K |
| Spire Wealth Management | 0.00% | Reduce -2.3% | 87 | $7K |
| Atala Financial Inc | 0.00% | — | 81 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $7K |
| Meeder Asset Management Inc. | 0.00% | New | 80 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -27.1% | 78 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 75 | $7K |
| NFSG Corp | 0.00% | New | 76 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $6K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 73 | $6K |
| Elequin Capital, LP | 0.00% | Reduce -58.1% | 70 | $6K |
| Piscataqua Savings Bank | 0.01% | No change | 70 | $6K |
| WPG Advisers, LLC | 0.01% | — | 67 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 67 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 59 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 58 | $5K |
| Bokf, NA | 0.00% | New | 56 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 51 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 44 | $4K |
| Grove Bank & Trust | 0.00% | Add +48.3% | 43 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 41 | $3K |
| True Wealth Design, LLC | 0.00% | Add +1266.7% | 41 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 41 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 38 | $3K |
| Roxbury Financial LLC | 0.00% | — | 35 | $3K |
| Lanark Financial, Inc. | 0.29% | — | 38 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -21.7% | 36 | $3K |
| Synergy Investment Management, LLC | 0.00% | — | 34 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 33 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 33 | $3K |
| NewSquare Capital LLC | 0.00% | New | 30 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 30 | $3K |
| Dunhill Financial, LLC | 0.00% | Add +27.3% | 28 | $2K |
| Hudson Edge Investment Partners Inc. | 0.00% | No change | 24 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -4.3% | 22 | $2K |
| Ridgewood Investments LLC | 0.00% | No change | 20 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 19 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 19 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $1K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 17 | $1K |
| WealthCollab, LLC | 0.00% | No change | 17 | $1K |
| Avior Wealth Management, LLC | 0.00% | Add +325.0% | 17 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 15 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -7.1% | 13 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | New | 12 | $1K |
| Winthrop Capital Management, LLC | 0.00% | New | 9 | $1K |
| GW&K Investment Management, LLC | 0.00% | No change | 17 | $1K |
| ORG Partners LLC | 0.00% | No change | 10 | $872 |
| WealthTrak Capital Management LLC | 0.00% | — | 10 | $848 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 10 | $848 |
| Sierra Ocean, LLC | 0.00% | — | 9 | $781 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 8 | $679 |
| Nova Wealth Management, Inc. | 0.00% | — | 8 | $678 |
| Orion Capital Management LLC | 0.00% | New | 7 | $593 |
| Continuum Advisory, LLC | 0.00% | No change | 7 | $593 |
| Millstone Evans Group, LLC | 0.00% | — | 6 | $509 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 6 | $509 |
| Creekmur Asset Management LLC | 0.00% | New | 6 | $509 |
| Asset Dedication, LLC | 0.00% | Reduce -62.5% | 6 | $509 |
| Sound Income Strategies, LLC | 0.00% | No change | 6 | $509 |
| Global Financial Private Client, LLC | 0.00% | New | 5 | $424 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $424 |
| Old Second National Bank of Aurora | 0.00% | New | 4 | $339 |
| West Paces Advisors Inc. | 0.00% | No change | 4 | $339 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $254 |
| PSI Advisors, LLC | 0.00% | No change | 1 | $85 |
| 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.