Pinnacle West CapitalPNW

13F holders, Q1 2025 (March 31)
616holders
65new positions
69sold out
8famous investors
$95.24avg. 13F price*

At the end of Q1 2025, 616 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, unchanged from Q4 2024. 65 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($1.4B), Capital Research Global Investors ($1.2B) and BlackRock, Inc. ($1.0B). 8 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Pinnacle West Capital
Sector
Utilities
CUSIP
723484101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 525Q1 2024Q2 2024: 543Q2 2024Q3 2024: 579Q3 2024Q4 2024: 616Q4 2024Q1 2025: 616Q1 2025Q2 2025: 631Q2 2025Q3 2025: 623Q3 2025Q4 2025: 660Q4 2025Q1 2026: 708Q1 2026Q2 2026: 731Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions65$207.7M
Exits69$120.1M

All 13F filers, Q4 2024 → Q1 2025: 9,233,508 shares bought and 7,900,409 shares sold, net +1,333,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 616 holders

Vanguard Group Inc. 0.02% Add +2.0% 14,464,661 $1.4B
Capital Research Global Investors 0.26% Add +6.6% 12,465,215 $1.2B
BlackRock, Inc. 0.02% Reduce -6.7% 10,813,340 $1.0B
Barrow Hanley Mewhinney & Strauss LLC 2.23% Reduce -5.9% 6,460,090 $615.3M
State Street Corp. 0.02% Reduce -0.6% 6,311,481 $601.2M
Invesco Ltd. 0.07% Reduce -3.5% 4,146,176 $394.9M
Geode Capital Management, LLC 0.02% Add +3.9% 2,993,446 $284.7M
ATLAS Infrastructure Partners (UK) Ltd. 18.71% Add +230.6% 2,793,546 $266.1M
Massachusetts Financial Services Co. 0.09% Add +0.2% 2,695,763 $256.8M
Deutsche Bank AG 0.08% Reduce -8.3% 2,232,813 $212.7M
Norges Bank 0.03% Reduce -5.0% 2,181,694 $207.8M
Morgan Stanley 0.01% Add +2.8% 1,806,916 $172.1M
Pictet Asset Management Holding SA 0.19% Reduce -3.6% 1,789,346 $170.4M
Reaves W H & Co. Inc. 3.66% Add +8.5% 1,509,511 $143.8M
First Trust Advisors LP 0.12% Add +54.5% 1,359,076 $129.5M
Dimensional Fund Advisors LP 0.03% Add +11.1% 1,104,560 $105.2M
Assenagon Asset Management S.A. 0.18% Add +57.4% 1,065,801 $101.5M
Bank of New York Mellon Corp 0.02% Reduce -5.1% 1,064,947 $101.4M
Charles Schwab Investment Management Inc. 0.02% Add +1.3% 1,044,047 $99.4M
Nuveen, LLC 0.03% — 1,043,193 $99.4M
Northern Trust Corp. 0.01% Reduce -3.3% 1,001,712 $95.4M
Two Sigma Advisers, LP 0.21% Add +6.2% 969,400 $92.3M
Bank of America Corp. 0.01% Add +11.9% 946,477 $90.2M
Point72 Asset Management 0.25% New 902,539 $86.0M
Two Sigma Investments, LP 0.19% Reduce -8.2% 882,643 $84.1M
Empower Advisory Group, LLC 0.27% Add +0.6% 878,290 $83.7M
Franklin Resources Inc. 0.02% Reduce -0.9% 823,987 $78.5M
Captrust Financial Advisors 0.18% Add +1.3% 750,303 $71.5M
Cincinnati Financial Corp. 1.55% No change 729,460 $69.5M
Merewether Investment Management, LP 2.44% Reduce -13.5% 706,270 $67.3M
Voloridge Investment Management, LLC 0.24% Reduce -28.9% 689,284 $65.7M
Barclays PLC 0.03% Add +32.0% 673,877 $64.2M
UBS Group AG 0.01% Reduce -31.3% 670,806 $63.9M
Legal & General Group Plc 0.02% Add +6.1% 653,501 $62.2M
Squarepoint Ops LLC 0.15% Add +56.7% 652,972 $62.2M
Duff & Phelps Investment Management Co. 0.70% No change 624,930 $59.5M
ExodusPoint Capital Management, LP 0.78% New 618,712 $58.9M
JPMorgan Chase & Co. 0.00% Add +30.1% 599,589 $57.1M
Adage Capital Partners Gp, L.L.C. 0.10% Add +15.4% 543,783 $51.8M
Epoch Investment Partners, Inc. 0.26% Reduce -4.9% 533,509 $50.8M
California Public Employees Retirement System 0.04% Reduce -4.2% 532,709 $50.7M
Newport Trust Company, LLC 0.13% Reduce -4.5% 515,658 $49.1M
Russell Investments Group, Ltd. 0.06% Reduce -10.2% 480,645 $45.5M
Victory Capital Management Inc. 0.04% Add +14.4% 446,170 $42.5M
Goldman Sachs Group Inc. 0.01% Add +10.3% 441,047 $42.0M
AQR Capital Management 0.04% Add +56.4% 414,529 $39.5M
Balyasny Asset Management L.P. 0.10% Reduce -33.5% 406,183 $38.7M
Perpetual Ltd 0.46% Reduce -1.0% 398,455 $38.0M
HSBC Holdings PLC 0.03% Reduce -28.6% 397,856 $37.9M
Jacobs Levy Equity Management, Inc. 0.15% Reduce -41.7% 385,966 $36.8M
Jennison Associates LLC 0.02% Reduce -1.3% 373,433 $35.6M
Gabelli Funds LLC 0.24% Reduce -1.4% 329,200 $31.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +3.6% 324,764 $30.9M
Renaissance Technologies 0.05% Reduce -47.4% 323,400 $30.8M
Federated Hermes, Inc. 0.07% Add +0.2% 322,704 $30.7M
Cincinnati Insurance Co. 0.49% No change 296,838 $28.3M
Aventail Capital Group, LP 1.38% Add +37.3% 292,688 $27.9M
Bank of Montreal 0.01% Add +2.2% 260,669 $24.8M
Yaupon Capital Management LP 1.67% Reduce -17.5% 239,533 $22.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.3% 239,082 $22.8M
Wells Fargo & Company 0.01% Add +32.4% 235,306 $22.4M
Ameriprise Financial Inc. 0.01% Reduce -2.9% 228,150 $21.7M
Swiss National Bank 0.01% Reduce -1.4% 220,200 $21.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Add +0.7% 216,680 $20.6M
Hudson Bay Capital Management LP 0.15% New 207,923 $19.8M
Amundi 0.01% Add +44.4% 207,539 $19.8M
Financial Counselors Inc. 0.29% Reduce -3.6% 202,409 $19.3M
Rhumbline Advisers 0.02% Add +14.0% 202,106 $19.3M
Royal Bank of Canada 0.00% Add +22.5% 197,948 $18.9M
Alliancebernstein L.P. 0.01% Add +24.1% 192,234 $18.3M
Stifel Financial Corp. 0.02% Add +14.1% 186,115 $17.7M
HITE Hedge Asset Management LLC 1.07% Add +70.4% 181,573 $17.3M
BNP Paribas Financial Markets 0.01% Reduce -14.7% 177,574 $16.9M
Treasurer of the State of North Carolina 0.06% Add +217.5% 167,645 $16.0M
Skba Capital Management LLC 2.28% Reduce -0.9% 160,510 $15.3M
T. Rowe Price Associates Inc. 0.00% Add +1.3% 158,616 $15.1M
Gotham Asset Management 0.12% Add +111.6% 154,041 $14.7M
Citadel Advisors 0.01% Reduce -51.2% 153,762 $14.6M
Lazard Asset Management LLC 0.02% Add +1069.0% 142,261 $13.5M
Raymond James Financial Inc. 0.01% Add +143.6% 140,564 $13.4M
Principal Financial Group Inc. 0.01% Reduce -0.6% 137,965 $13.1M
Cerity Partners LLC 0.03% Add +47.1% 137,951 $13.1M
Millennium Management 0.01% Reduce -63.4% 137,506 $13.1M
Man Group plc 0.04% Reduce -46.7% 137,337 $13.1M
Citigroup Inc. 0.01% Reduce -31.9% 127,192 $12.1M
Capital Fund Management S.A. 0.15% Add +292.5% 126,895 $12.1M
National Bank of Canada 0.01% Add +2.5% 126,328 $12.0M
New York State Teachers Retirement System 0.03% Reduce -12.8% 126,241 $12.0M
Cambiar Investors LLC 0.50% Reduce -12.4% 123,981 $11.8M
Cubist Systematic Strategies, LLC 0.15% Reduce -40.1% 122,995 $11.7M
Channing Capital Management, LLC 0.34% Reduce -4.0% 118,204 $11.3M
Sei Investments Co. 0.01% Reduce -1.4% 115,237 $11.0M
State of Wisconsin Investment Board 0.03% Reduce -9.2% 112,364 $10.7M
Qube Research & Technologies Ltd 0.02% Reduce -59.7% 109,058 $10.4M
California State Teachers Retirement System 0.01% Add +1.6% 108,039 $10.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.3% 107,598 $10.2M
Allspring Global Investments Holdings, LLC 0.02% Add +17.8% 102,576 $9.8M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -40.1% 99,589 $9.5M
Envestnet Asset Management Inc. 0.00% Reduce -2.3% 95,265 $9.1M
Jane Street Group, LLC 0.02% Add +99.1% 88,552 $8.4M
Algert Global LLC 0.20% Add +729.1% 85,412 $8.1M
FMR LLC 0.00% Reduce -88.0% 84,702 $8.1M
LSV Asset Management 0.02% Add +57.4% 84,200 $8.0M
Magellan Asset Management Ltd 0.10% Reduce -0.8% 83,254 $7.9M
American Assets Investment Management, LLC 0.69% No change 83,000 $7.9M
Keystone Financial Planning, Inc. 2.31% Reduce -1.5% 81,378 $7.8M
Schonfeld Strategic Advisors LLC 0.05% Reduce -28.6% 78,757 $7.5M
Banco Santander, S.A. 0.08% No change 78,028 $7.4M
Aquatic Capital Management LLC 0.19% Reduce -29.6% 77,604 $7.4M
TD Asset Management Inc 0.01% Reduce -14.6% 76,643 $7.3M
American Century Companies Inc. 0.00% Reduce -41.7% 75,415 $7.2M
State Board of Administration of Florida Retirement System 0.01% No change 75,138 $7.2M
Harvest Portfolios Group Inc. 0.20% Add +6.7% 71,535 $6.8M
QRG Capital Management, Inc. 0.07% Add +1.7% 71,292 $6.8M
Verition Fund Management LLC 0.04% Reduce -53.3% 68,313 $6.5M
HighTower Advisors, LLC 0.01% Reduce -2.4% 66,025 $6.3M
Quantinno Capital Management LP 0.04% Add +103.7% 65,984 $6.3M
PNC Financial Services Group, Inc. 0.00% Reduce -1.7% 65,717 $6.3M
Macquarie Group Ltd. 0.01% Reduce -15.7% 63,632 $6.1M
Capital Investment Advisors, LLC 0.12% Reduce -1.4% 63,254 $6.0M
Engineers Gate Manager LP 0.10% Reduce -34.0% 63,028 $6.0M
Prudential Financial Inc. 0.01% Add +2.9% 62,733 $6.0M
Investment Management Corp of Ontario 0.12% Add +64.1% 61,551 $5.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.1% 59,630 $5.7M
Butensky & Cohen Financial Security, Inc. 1.70% Reduce -2.1% 58,256 $5.5M
LPL Financial LLC 0.00% Reduce -7.2% 56,446 $5.4M
Comerica Bank 0.02% Reduce -15.5% 55,898 $5.3M
Sagefield Capital LP 0.63% New 54,982 $5.2M
Janus Henderson Group PLC 0.00% Add +0.9% 55,474 $5.2M
Jump Financial, LLC 0.08% Reduce -24.0% 54,496 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +24.9% 54,088 $5.2M
Beacon Investment Advisory Services, Inc. 0.23% Add +5.5% 52,614 $5.0M
Mercer Global Advisors Inc. 0.01% Add +4.1% 51,710 $4.9M
Bridgewater Associates 0.02% Reduce -68.6% 50,214 $4.8M
Zimmer Partners, LP 0.10% New 50,000 $4.8M
Panagora Asset Management Inc. 0.02% Add +747.9% 49,770 $4.7M
Edgestream Partners, L.P. 0.16% Add +1634.1% 49,370 $4.7M
Baker Ellis Asset Management LLC 0.67% Reduce -0.7% 48,494 $4.6M
New York State Common Retirement Fund 0.01% No change 48,113 $4.6M
SG Americas Securities, LLC 0.01% Reduce -28.3% 45,669 $4.3M
Greenland Capital Management LP 0.77% New 45,450 $4.3M
Gateway Investment Advisers LLC 0.05% Reduce -14.8% 44,884 $4.3M
Systematic Financial Management LP 0.12% No change 44,875 $4.3M
Marshall Wace, LLP 0.01% Reduce -35.9% 44,702 $4.3M
Susquehanna International Group, LLP 0.01% Reduce -27.2% 43,154 $4.1M
Walleye Capital LLC 0.05% Add +98.2% 42,465 $4.0M
Mackenzie Financial Corp. 0.01% Add +146.6% 42,279 $4.0M
Police & Firemen's Retirement System of New Jersey 0.04% No change 41,093 $3.9M
O'shaughnessy Asset Management, LLC 0.03% Reduce -3.0% 40,155 $3.8M
Public Employees Retirement System of Ohio 0.01% Reduce -9.9% 39,557 $3.8M
DAVENPORT & Co LLC 0.02% New 39,297 $3.7M
Ilex Capital Partners (UK) LLP 0.15% New 39,252 $3.7M
Lanark Financial, Inc. 0.32% — 38,828 $3.7M
Point72 Hong Kong Ltd 0.26% Add +92.8% 38,696 $3.7M
Guggenheim Capital LLC 0.03% Add +25.4% 37,749 $3.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +22.0% 37,768 $3.6M
Nisa Investment Advisors, LLC 0.02% Add +1.2% 37,190 $3.5M
Voya Investment Management LLC 0.00% Add +1.4% 37,111 $3.5M
Bfsg, LLC 0.42% Reduce -0.7% 35,957 $3.4M
Van Eck Associates Corp. 0.00% Add +4.7% 35,855 $3.4M
Fuller & Thaler Asset Management, Inc. 0.01% Add +1.8% 35,548 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +17.8% 35,082 $3.3M
New Age Alpha Advisors, LLC 0.15% Reduce -2.1% 34,926 $3.3M
Baird Financial Group, Inc. 0.01% Add +37.9% 34,620 $3.3M
Teacher Retirement System of Texas 0.01% Add +20.9% 33,824 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Add +26.1% 33,025 $3.1M
Arizona State Retirement System 0.02% Reduce -1.1% 32,614 $3.1M
ERn Financial, LLC 0.49% Add +100.8% 32,273 $3.1M
Alps Advisors Inc. 0.02% Add +7.7% 31,525 $3.0M
Ensign Peak Advisors, Inc 0.01% Reduce -3.0% 30,996 $3.0M
State of Michigan Retirement System 0.02% No change 30,861 $2.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -19.5% 30,666 $2.9M
NEOS Investment Management LLC 0.06% Add +505.8% 30,572 $2.9M
Cetera Investment Advisers 0.01% Add +4.1% 30,444 $2.9M
Public Sector Pension Investment Board 0.01% Add +3.0% 30,367 $2.9M
Gifford Fong Associates 0.71% No change 30,000 $2.9M
State of Alaska, Department of Revenue 0.03% Add +1.2% 29,560 $2.8M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 29,525 $2.8M
Nations Financial Group Inc, /Ia/ 0.21% Add +7.5% 29,157 $2.8M
Tema ETFs LLC 0.82% Add +653.7% 28,702 $2.7M
Credit Agricole S A 0.01% Add +7.9% 28,362 $2.7M
Mariner, LLC 0.00% Add +3.6% 28,215 $2.7M
Romano Brothers and Company 0.34% Reduce -8.0% 27,475 $2.6M
Atom Investors LP 0.32% Add +128.4% 27,286 $2.6M
Creative Planning 0.00% Add +3.4% 26,903 $2.6M
Hennion & Walsh Asset Management, Inc. 0.11% Add +12.8% 26,772 $2.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.9% 26,685 $2.5M
Graham Capital Management, L.P. 0.12% Add +101.0% 26,408 $2.5M
US Bancorp \de 0.00% Reduce -0.9% 26,395 $2.5M
Corebridge Financial, Inc. 0.01% Reduce -3.0% 26,122 $2.5M
Czech National Bank 0.02% Add +5.9% 26,115 $2.5M
AlphaQuest LLC 0.26% Reduce -38.6% 25,346 $2.4M
Yousif Capital Management, LLC 0.03% Add +2.9% 24,904 $2.4M
ProShare Advisors LLC 0.01% Add +2.4% 24,785 $2.4M
Rothschild Investment LLC 0.16% Reduce -0.4% 24,755 $2.4M
Azimuth Capital Investment Management LLC 0.09% Add +10.1% 24,525 $2.3M
Retirement Systems of Alabama 0.01% Reduce -0.8% 24,434 $2.3M
Sonora Investment Management Group, LLC 0.18% Add +1.2% 24,064 $2.3M
Osaic Holdings, Inc. 0.01% Reduce -4.7% 23,564 $2.2M
Parcion Private Wealth LLC 0.18% No change 22,891 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +1.6% 22,827 $2.2M
Orion Portfolio Solutions, LLC 0.02% Add +1.6% 22,827 $2.2M
Toronto Dominion Bank 0.01% Reduce -3.1% 22,786 $2.2M
Amalgamated Bank 0.02% Add +1.7% 22,300 $2.1M
Canada Pension Plan Investment Board 0.00% No change 22,200 $2.1M
Ellsworth Advisors, LLC 0.54% Add +4.6% 21,691 $2.1M
Aigen Investment Management, LP 0.33% Add +182.4% 21,605 $2.1M
Landscape Capital Management, L.L.C. 0.18% Add +36.0% 21,518 $2.0M
Natixis Advisors, LLC 0.00% Reduce -3.7% 20,792 $2.0M
Pacer Advisors, Inc. 0.01% Reduce -33.8% 20,383 $1.9M
Burney Co./ 0.07% Add +21.7% 20,211 $1.9M
CWA Asset Management Group, LLC 0.09% Add +27.4% 19,713 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +14.3% 19,588 $1.9M
Corient Private Wealth LP 0.00% Add +24.3% 19,446 $1.9M
Point72 (DIFC) Ltd 0.17% Add +159.5% 18,848 $1.8M
State of Tennessee, Department of Treasury 0.01% Reduce -3.9% 18,830 $1.8M
Utah Retirement Systems 0.02% No change 18,782 $1.8M
UniSuper Management Pty Ltd 0.01% Reduce -1.3% 18,706 $1.8M
SFE Investment Counsel 0.35% Add +1.0% 18,535 $1.8M
MADDEN SECURITIES Corp 0.67% Reduce -3.2% 18,260 $1.7M
HRT Financial LP 0.01% Reduce -81.6% 17,912 $1.7M
iSAM Funds (UK) Ltd 0.84% Reduce -2.5% 17,774 $1.7M
Vestcor Inc 0.05% Reduce -23.6% 16,442 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -18.9% 16,399 $1.6M
Qsemble Capital Management, LP 0.16% New 16,264 $1.5M
Commerce Bank 0.01% Add +125.1% 16,019 $1.5M
CIBC Asset Management Inc 0.01% Reduce -2.3% 15,761 $1.5M
Teza Capital Management LLC 0.68% Reduce -72.1% 15,613 $1.5M
Avantax Advisory Services, Inc. 0.01% Add +2.3% 15,335 $1.5M
DNB Asset Management AS 0.01% New 15,255 $1.5M
Riverwater Partners LLC 0.73% Add +5.4% 15,029 $1.4M
New York Life Investment Management LLC 0.01% Add +0.6% 15,004 $1.4M
Cincinnati Casualty Co. 0.82% No change 14,958 $1.4M
Twin Capital Management Inc. 0.16% Reduce -0.7% 14,771 $1.4M
Pathstone Holdings, LLC 0.01% Add +43.4% 14,607 $1.4M
Tower Research Capital LLC (TRC) 0.04% Add +29.8% 14,598 $1.4M
Two Sigma Securities, LLC 0.21% New 14,546 $1.4M
Excalibur Management Corp. 0.54% Reduce -0.2% 14,453 $1.4M
Bridgefront Capital, LLC 0.40% Reduce -27.8% 14,415 $1.4M
Nebula Research & Development LLC 0.13% New 14,339 $1.4M
First Manhattan Co. Llc. 0.00% No change 14,304 $1.4M
Entropy Technologies, LP 0.13% Reduce -27.8% 13,851 $1.3M
Dark Forest Capital Management LP 0.06% New 13,736 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -2.4% 13,394 $1.3M
Illinois Municipal Retirement Fund 0.02% Add +105.0% 13,338 $1.3M
AdvisorNet Financial, Inc 0.09% Add +11.8% 13,286 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 13,220 $1.3M
Aster Capital Management (DIFC) Ltd 0.23% Add +208.9% 13,504 $1.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +12.0% 13,127 $1.2M
Bessemer Group Inc. 0.00% Reduce -82.0% 12,966 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +18.4% 12,906 $1.2M
Rockland Trust Co. 0.06% Reduce -2.9% 12,885 $1.2M
MML Investors Services, LLC 0.00% Add +42.6% 12,754 $1.2M
Public Employees Retirement Association of Colorado 0.01% No change 12,299 $1.2M
Intech Investment Management LLC 0.01% New 12,233 $1.2M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -5.4% 12,098 $1.2M
Neuberger Berman Group LLC 0.00% Add +0.1% 11,950 $1.1M
Naples Global Advisors, LLC 0.10% Add +7.8% 11,383 $1.1M
Sowell Financial Services LLC 0.05% Reduce -3.9% 11,325 $1.1M
Janney Montgomery Scott LLC 0.00% New 11,318 $1.1M
Sciencast Management LP 0.24% Reduce -40.2% 10,901 $1.0M
Mutual Advisors, LLC 0.03% Add +89.8% 11,032 $1.0M
Linden Thomas Advisory Services, LLC 0.13% Add +0.1% 10,573 $1.0M
Viawealth, LLC 0.61% No change 10,438 $994K
Rafferty Asset Management, LLC 0.00% Reduce -19.9% 10,230 $974K
Skandinaviska Enskilda Banken AB (publ) 0.00% Reduce -27.0% 10,132 $965K
NovaPoint Capital, LLC 0.29% Add +4.4% 10,032 $956K
Whalerock Point Partners, LLC 0.23% No change 10,008 $953K
Fortem Financial Group, LLC 0.37% Add +73.3% 9,906 $944K
Oregon Public Employees Retirement Fund 0.02% Add +0.1% 9,759 $930K
Exchange Traded Concepts, LLC 0.02% Add +1.3% 9,724 $926K
Cincinnati Specialty Underwriters Insurance CO 0.28% No change 9,720 $926K
Xponance LLC 0.01% Add +2.8% 9,702 $924K
M&T Bank Corp 0.00% Reduce -5.4% 9,676 $922K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.1% 9,678 $922K
Sterling Capital Management LLC 0.01% Add +43.0% 9,622 $916K
Woodline Partners LP 0.01% Add +40.7% 9,606 $915K
Sherbrooke Park Advisers LLC 0.42% Reduce -33.8% 9,566 $911K
SteelPeak Wealth, LLC 0.04% New 9,373 $893K
Caprock Group, LLC 0.03% Add +69.2% 9,324 $888K
Penserra Capital Management LLC 0.02% Add +3114.5% 9,290 $884K
Apollon Wealth Management, LLC 0.02% Add +13.0% 9,133 $870K
Mizuho Securities USA LLC 0.02% Reduce -15.5% 9,104 $867K
Wilkinson Global Asset Management LLC 0.05% No change 9,000 $857K
BluePointe Capital Management, LLC 0.32% New 8,879 $846K
Mirador Capital Partners LP 0.15% Add +1.1% 8,866 $844K
WESPAC Advisors, LLC 0.68% New 8,784 $837K
Cwm, LLC 0.00% Reduce -11.3% 8,737 $832K
Teachers Retirement System of the State of Kentucky 0.01% Add +2.7% 8,710 $830K
Silver Lake Advisory, LLC 0.36% Add +0.8% 8,676 $826K
Kuhn & Co Investment Counsel 0.69% No change 8,596 $819K
Cibc World Markets Corp. 0.01% Reduce -33.3% 8,541 $814K
LMR Partners LLP 0.02% New 8,492 $809K
Bank of Nova Scotia 0.00% Reduce -26.8% 8,354 $796K
Private Advisor Group, LLC 0.00% Reduce -6.8% 8,327 $793K
NewEdge Advisors, LLC 0.00% Add +999.1% 8,210 $782K
IFM Investors Pty Ltd 0.01% Reduce -46.4% 8,085 $770K
Aberdeen Group plc 0.00% Add +1.4% 7,818 $742K
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -47.3% 7,763 $739K
Regions Financial Corp. 0.01% Reduce -11.1% 7,762 $739K
R Squared Ltd 0.79% Add +60.5% 7,750 $738K
denkapparat Operations GmbH 0.77% Add +22.8% 7,604 $724K
Synovus Financial Corp. 0.01% Reduce -1.7% 7,539 $718K
Ironwood Investment Counsel, LLC 0.12% Add +0.2% 7,532 $717K
XTX Topco Ltd 0.04% New 7,493 $714K
RIA Advisory Group LLC 0.23% New 7,387 $704K
Rakuten Investment Management, Inc. 0.00% — 7,255 $683K
Sanctuary Advisors, LLC 0.00% Reduce -6.0% 7,075 $674K
Hartford Investment Management Co. 0.02% Add +0.3% 7,013 $668K
Daiwa Securities Group Inc. 0.00% Add +14.5% 6,990 $666K
Tudor Investment Corporation 0.01% Reduce -96.3% 6,456 $615K
Focus Partners Wealth 0.00% Reduce -11.8% 6,384 $608K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.3% 6,382 $608K
Glenmede Trust Co. NA 0.00% Add +5.3% 6,315 $602K
SummitTX Capital, L.P. 0.03% — 6,266 $597K
Probity Advisors, Inc. 0.11% Add +2.6% 6,214 $592K
Louisiana State Employees Retirement System 0.01% No change 6,100 $581K
Crossmark Global Holdings, Inc. 0.01% Reduce -7.0% 6,064 $578K
Securian Asset Management, Inc. 0.02% Reduce -3.3% 5,907 $563K
MCF Advisors LLC 0.04% Reduce -4.3% 5,892 $561K
Neo Ivy Capital Management 0.18% New 5,866 $559K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +37.7% 5,654 $538K
CSU Producer Resources, Inc. 1.77% No change 5,602 $534K
Stratos Wealth Partners, LTD. 0.01% Add +26.2% 5,546 $528K
New Mexico Educational Retirement Board 0.02% Reduce -1.8% 5,360 $511K
GTS Securities LLC 0.02% Reduce -48.1% 5,331 $508K
Maryland State Retirement & Pension System 0.01% Reduce -18.3% 5,306 $505K
Versor Investments LP 0.08% Reduce -69.1% 5,253 $500K
Oppenheimer & Co. Inc. 0.01% Add +9.4% 5,208 $496K
Zacks Investment Management 0.00% Add +110.4% 5,184 $494K
Ranch Capital Advisors Inc. 0.23% Reduce -0.5% 5,178 $493K
Integrated Wealth Concepts LLC 0.01% Reduce -22.8% 5,116 $487K
Jefferies Financial Group Inc. 0.01% New 5,102 $486K
TCI Wealth Advisors, Inc. 0.04% Reduce -7.3% 5,051 $481K
Ieq Capital, LLC 0.00% Add +21.5% 4,983 $475K
Brighton Jones LLC 0.02% Add +0.8% 4,957 $472K
Norinchukin Bank, The 0.01% Add +12.7% 4,956 $472K
Prime Capital Investment Advisors, LLC 0.01% New 4,918 $468K
Key Financial Inc 0.10% No change 4,900 $467K
Occudo Quantitative Strategies LP 0.06% Add +28.1% 4,953 $466K
Shell Asset Management Co. 0.02% Reduce -3.9% 4,869 $464K
Chelsea Counsel Co. 0.25% Reduce -2.1% 4,759 $453K
1620 Investment Advisors, Inc. 0.35% Add +1.2% 4,738 $451K
KBC Group NV 0.00% Add +7.5% 4,731 $451K
Intrua Financial, LLC 0.07% Reduce -9.6% 4,714 $449K
Stephens Inc. 0.01% Add +5.6% 4,681 $446K
Quadrant Capital Group LLC 0.02% Add +273.1% 4,678 $446K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +8.5% 4,650 $443K
Empowered Funds, LLC 0.01% Add +12.8% 4,600 $438K
Profund Advisors LLC 0.02% Reduce -27.1% 4,478 $427K
Thrivent Financial for Lutherans 0.00% Reduce -0.0% 4,456 $424K
Verity Asset Management, Inc. 0.17% No change 4,418 $421K
Equitable Holdings, Inc. 0.00% Add +2.3% 4,341 $413K
D.A. Davidson & Co. 0.00% Reduce -2.0% 4,323 $412K
New Hampshire Trust 0.09% Reduce -4.1% 4,252 $405K
Park Avenue Securities LLC 0.01% Add +31.7% 4,231 $403K
Vident Advisory, LLC 0.01% Add +73.3% 4,205 $401K
Aviance Capital Partners, LLC 0.06% No change 4,200 $400K
Wedbush Securities Inc. 0.01% Add +0.7% 4,152 $395K
Virtus Advisers, LLC 0.26% New 4,145 $395K
Waverly Advisors, LLC 0.00% Add +0.7% 4,138 $394K
Savant Capital, LLC 0.00% Reduce -18.7% 4,134 $394K
Mgo One Seven LLC 0.02% Add +0.9% 4,109 $391K
Empirical Finance, LLC 0.02% Add +6.6% 4,088 $389K
IFP Advisors, Inc 0.01% Add +4.0% 4,062 $387K
Old Port Advisors 0.11% Reduce -3.0% 4,020 $383K
Advisory Services Network, LLC 0.01% Add +7.2% 4,006 $382K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.5% 3,955 $377K
Syon Capital LLC 0.03% New 3,841 $366K
Bedel Financial Consulting, Inc. 0.05% No change 3,690 $345K
Atria Wealth Solutions, Inc. 0.00% Add +4.8% 3,619 $345K
Compound Planning, Inc. 0.02% Add +0.4% 3,617 $345K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 3,617 $345K
Nomura Holdings Inc. 0.00% Reduce -4.3% 3,585 $341K
CIBC Private Wealth Group LLC 0.00% Add +9.7% 3,816 $339K
Huntington National Bank 0.00% Add +3.8% 3,554 $339K
Ethic Inc. 0.01% Add +19.6% 3,548 $338K
MBB Public Markets I LLC 0.04% New 3,540 $337K
Fiduciary Financial Group, LLC 0.07% Reduce -6.3% 3,678 $332K
Fifth Third Bancorp 0.00% Reduce -42.9% 3,483 $332K
Parallel Advisors, LLC 0.01% Add +2.6% 3,476 $331K
CI Investments Inc. 0.00% Add +7.6% 3,445 $328K
Truist Financial Corp. 0.00% Add +29.1% 3,435 $327K
Meeder Advisory Services, Inc. 0.02% Reduce -9.8% 3,398 $324K
Avidian Wealth Enterprises, LLC 0.01% Reduce -1.3% 3,341 $318K
Asset Management One Co., Ltd. 0.00% Add +22.3% 3,314 $316K
Sequoia Financial Advisors, LLC 0.00% Add +0.9% 3,289 $313K
Wellington Management Group LLP 0.00% New 3,272 $312K
Principia Wealth Advisory, LLC 0.30% Add +1.0% 3,412 $309K
Moody National Bank Trust Division 0.03% No change 3,192 $304K
Napatree Capital LLC 0.17% Add +2.2% 3,178 $303K
Investment Advisory Services Inc. /TX 0.11% No change 3,174 $302K
Townsquare Capital LLC 0.00% Add +9.2% 3,170 $302K
Coldstream Capital Management Inc. 0.01% Add +4.1% 3,168 $302K
Nomura Asset Management Co. Ltd. 0.00% Add +2.3% 3,118 $297K
V-Square Quantitative Management LLC 0.04% Add +0.8% 3,100 $295K
Nicolet Advisory Services, LLC 0.03% Reduce -16.6% 3,256 $294K
Inspire Advisors, LLC 0.03% New 3,041 $290K
&partners 0.00% New 3,038 $286K
DF Dent & Co. Inc. 0.00% No change 3,000 $286K
Integrity Alliance, Llc. 0.01% New 2,977 $284K
AE Wealth Management LLC 0.00% Add +4.9% 2,929 $279K
JBR Co Financial Management Inc 0.16% Reduce -4.1% 2,900 $276K
Moors & Cabot, Inc. 0.01% Add +8.5% 2,880 $274K
M.E. Allison & Co., Inc. 0.27% No change 2,847 $271K
Fortitude Family Office, LLC 0.10% Reduce -3.4% 2,846 $271K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -83.1% 2,774 $264K
Praxis Investment Management Inc. 0.02% No change 2,760 $263K
Farther Finance Advisors, LLC 0.01% Add +51.2% 2,715 $259K
PAX Financial Group, LLC 0.05% Add +1.4% 2,680 $255K
Johnson Investment Counsel Inc. 0.00% No change 2,660 $253K
TD Private Client Wealth LLC 0.01% New 2,651 $253K
Principal Securities, Inc. 0.01% No change 2,918 $247K
Merit Financial Group, LLC 0.00% New 2,565 $244K
Birmingham Capital Management Co. Inc. 0.09% No change 2,550 $243K
Crewe Advisors LLC 0.03% Add +0.6% 2,548 $243K
NorthCoast Asset Management LLC 0.00% Reduce -97.8% 2,531 $241K
Metis Global Partners, LLC 0.01% New 2,524 $240K
USA Financial Formulas 0.04% New 2,508 $239K
WealthTrust Axiom LLC 0.07% No change 2,500 $238K
Diligent Investors, LLC 0.06% No change 2,500 $238K
Wesbanco Bank Inc. 0.01% No change 2,500 $238K
Mather Group, Llc. 0.00% Add +7.6% 2,496 $238K
TriaGen Wealth Management LLC 0.08% No change 2,477 $236K
Carl P. Sherr & Co., LLC 0.13% No change 2,400 $229K
Wealthspire Advisors, LLC 0.00% Add +0.3% 2,399 $229K
Longboard Asset Management, LP 0.67% No change 2,387 $227K
Snowden Capital Advisors LLC 0.01% New 2,344 $223K
Lindbrook Capital, LLC 0.02% Add +478.2% 2,336 $223K
United Capital Financial Advisors, LLC 0.00% New 2,331 $222K
Jones Financial Companies LLLP 0.00% Add +117.8% 2,341 $220K
Red Mountain Financial, LLC 0.26% New 2,250 $214K
Armstrong Advisory Group, Inc. 0.02% No change 2,526 $214K
Campbell & CO Investment Adviser LLC 0.02% New 2,238 $213K
Tidal Investments LLC 0.00% Reduce -17.5% 2,227 $212K
Ballentine Partners, LLC 0.00% New 2,205 $210K
NTV Asset Management LLC 0.03% New 2,198 $209K
Empire Financial Management Company, LLC 0.06% New 2,186 $208K
Rwa Wealth Partners, LLC 0.00% New 2,167 $206K
GAMMA Investing LLC 0.02% Add +39.3% 2,108 $201K
State of Wyoming 0.03% New 2,081 $198K
Mufg Securities Americas Inc. 0.02% Add +19.9% 2,013 $192K
City Holding Co. 0.02% Reduce -7.1% 1,834 $175K
Silvant Capital Management LLC 0.01% No change 1,808 $172K
Horizon Investments, LLC 0.00% Add +5.1% 1,632 $154K
Danske Bank A/S 0.00% No change 1,600 $152K
MAI Capital Management 0.00% Reduce -6.7% 1,584 $151K
Cullen/Frost Bankers, Inc. 0.00% No change 1,580 $150K
Geneos Wealth Management Inc. 0.01% Add +17.1% 1,567 $149K
GPS Wealth Strategies Group, LLC 0.02% Reduce -53.9% 1,416 $135K
Private Trust Co. NA 0.01% No change 1,357 $129K
CX Institutional 0.00% New 1,357 $129K
Y.D. More Investments Ltd 0.01% Reduce -11.4% 1,294 $123K
Signaturefd, LLC 0.00% Reduce -2.4% 1,271 $121K
UMB Bank, n.a. 0.00% Add +4.8% 1,266 $121K
Larson Financial Group LLC 0.01% Reduce -77.2% 1,250 $119K
North Ridge Wealth Advisors, Inc. 0.08% No change 1,230 $117K
Ameritas Investment Partners, Inc. 0.00% No change 1,195 $114K
EverSource Wealth Advisors, LLC 0.01% Add +55.6% 1,190 $113K
Blue Trust, Inc. 0.00% Add +215.3% 1,094 $104K
Salomon & Ludwin, LLC 0.01% No change 1,085 $103K
Resona Asset Management Co.,Ltd. 0.00% Add +48.2% 1,048 $99K
Prestige Wealth Management Group LLC 0.02% Add +10250.0% 1,035 $99K
Harvest Fund Management Co., Ltd 0.00% Reduce -88.7% 1,019 $97K
MJT & Associates Financial Advisory Group, Inc. 0.09% — 1,011 $96K
Hussman Strategic Advisors, Inc. 0.02% No change 1,000 $95K
Ancora Advisors LLC 0.00% No change 950 $90K
St Germain D J Co. Inc. 0.00% Reduce -17.5% 945 $90K
Bayforest Capital Ltd 0.04% Add +82.6% 935 $89K
Tidemark, LLC 0.03% No change 909 $87K
Asset Planning,Inc 0.06% No change 850 $81K
First Horizon Advisors, Inc. 0.00% Add +4.7% 844 $80K
Versant Capital Management, Inc 0.01% Add +971.8% 836 $80K
Harbour Investments, Inc. 0.00% Reduce -1.4% 830 $79K
TD Waterhouse Canada Inc. 0.00% Reduce -3.4% 813 $77K
Montag A & Associates Inc. 0.00% No change 800 $76K
Delta Asset Management LLC 0.01% Reduce -4.2% 791 $75K
Allworth Financial LP 0.00% Add +19.1% 780 $74K
Manchester Capital Management LLC 0.01% Reduce -2.8% 707 $67K
First Command Advisory Services, Inc. 0.00% No change 700 $67K
Alaska Permanent Fund Corp 0.00% No change 633 $60K
Tsfg, LLC 0.01% New 631 $60K
Mowery & Schoenfeld Wealth Management, LLC 0.11% Add +3500.0% 612 $58K
Spirit of America Management Corp. 0.01% New 600 $57K
Trust Co 0.01% No change 597 $57K
HM Payson & Co. 0.00% Add +49.8% 590 $56K
Kennebec Savings Bank 0.06% No change 555 $53K
CENTRAL TRUST Co 0.00% No change 550 $52K
McIlrath & Eck, LLC 0.01% No change 526 $50K
DekaBank Deutsche Girozentrale 0.00% Reduce -2.6% 520 $49K
Rise Advisors, LLC 0.02% Add +2.0% 508 $48K
Roble, Belko & Company, Inc 0.01% No change 500 $48K
First Financial Corp. 0.02% No change 500 $48K
Creative Capital Management Investments LLC 0.02% No change 500 $48K
Pacific Center for Financial Services 0.01% No change 500 $48K
Brooklyn Investment Group 0.01% Add +440.0% 486 $46K
Brown, Lisle/Cummings, Inc. 0.01% No change 450 $43K
Whittier Trust Co. 0.00% No change 444 $42K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -51.5% 436 $42K
Cape Investment Advisory, Inc. 0.02% No change 401 $38K
First United Bank & Trust 0.01% No change 400 $38K
Monetary Management Group Inc. 0.01% No change 400 $38K
Cromwell Holdings LLC 0.02% No change 371 $35K
Sentry Investment Management LLC 0.02% Reduce -6.4% 393 $35K
YANKCOM Partnership 0.02% No change 341 $32K
Estabrook Capital Management 0.01% No change 326 $31K
Kestra Investment Management, LLC 0.00% New 325 $31K
Chesapeake Asset Management LLC 0.03% No change 325 $31K
Parkside Financial Bank & Trust 0.00% Reduce -4.3% 310 $30K
Gen-Wealth Partners Inc 0.01% No change 300 $29K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 300 $29K
Caldwell Trust Co 0.00% No change 300 $29K
Bokf, NA 0.00% Add +435.7% 300 $29K
Steward Partners Investment Advisory, LLC 0.00% No change 295 $28K
Deseret Mutual Benefit Administrators 0.01% No change 293 $28K
Brown Brothers Harriman & Co. 0.00% No change 291 $28K
Covestor Ltd 0.02% Add +85.2% 287 $27K
Costello Asset Management, INC 0.01% New 268 $26K
Quent Capital, LLC 0.00% Add +0.4% 267 $25K
Clearstead Trust, LLC 0.01% New 259 $25K
Sittner & Nelson, LLC 0.01% No change 250 $24K
Hexagon Capital Partners LLC 0.00% Add +16.8% 237 $23K
Alpine Bank Wealth Management 0.00% — 233 $22K
CoreCap Advisors, LLC 0.00% Reduce -5.4% 227 $22K
Riverview Trust Co 0.02% No change 201 $19K
Tortoise Investment Management, LLC 0.00% No change 200 $19K
Resources Management Corp. /CT/ 0.00% No change 200 $19K
Trust Co. of Vermont 0.00% No change 199 $19K
Bell Investment Advisors, Inc 0.00% Add +10.1% 174 $17K
Heritage Wealth Advisors 0.00% No change 174 $17K
Glen Eagle Advisors, LLC 0.00% Add +0.6% 168 $16K
LRI Investments, LLC 0.00% No change 163 $16K
SBI Securities Co., Ltd. 0.00% Add +2.0% 149 $14K
City State Bank 0.00% Reduce -39.5% 141 $13K
Hemington Wealth Management 0.00% Add +32.7% 138 $13K
Arax Advisory Partners 0.00% Add +946.1% 136 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +9.0% 133 $13K
Pinnacle Bancorp, Inc. 0.00% Reduce -13.7% 126 $12K
WPG Advisers, LLC 0.01% Add +86.6% 125 $12K
Assetmark, Inc. 0.00% Reduce -10.3% 122 $12K
Johnson Financial Group, Inc. 0.00% No change 121 $12K
Eq Wealth Advisors, LLC 0.01% New 118 $11K
SRH Advisors, LLC 0.00% No change 110 $10K
Red Tortoise LLC 0.01% No change 102 $10K
Stephens Consulting, LLC 0.00% No change 100 $10K
BOK Financial Private Wealth, Inc. 0.00% Reduce -15.3% 100 $10K
Country Trust Bank 0.00% New 100 $10K
Bartlett & Co. Wealth Management LLC 0.00% No change 100 $10K
Spire Wealth Management 0.00% Add +1.1% 88 $8K
United Community Bank 0.00% New 87 $8K
Atala Financial Inc 0.01% No change 81 $8K
Financial Perspectives, Inc 0.00% No change 81 $8K
Grove Bank & Trust 0.00% Add +88.4% 81 $8K
Whittier Trust Co. of Nevada Inc. 0.00% No change 80 $8K
Smartleaf Asset Management LLC 0.00% Reduce -29.2% 80 $8K
Farmers & Merchants Investments Inc. 0.00% No change 75 $7K
True Wealth Design, LLC 0.00% Add +78.0% 73 $7K
Foster Dykema Cabot & Partners, LLC 0.00% No change 73 $7K
JFS Wealth Advisors, LLC 0.00% Add +7.5% 72 $7K
Piscataqua Savings Bank 0.01% No change 70 $7K
NewSquare Capital LLC 0.00% Add +120.0% 66 $6K
Clearstead Advisors, LLC 0.00% New 66 $6K
Binnacle Investments Inc 0.00% — 63 $6K
N.E.W. Advisory Services LLC 0.00% New 62 $6K
MV Capital Management, Inc. 0.00% No change 59 $6K
Oakworth Capital, Inc. 0.00% No change 58 $6K
Bruce G. Allen Investments, LLC 0.00% No change 51 $5K
Lowe Wealth Advisors, LLC 0.00% No change 50 $5K
Colonial Trust Co / SC 0.00% Reduce -82.6% 48 $5K
Beacon Capital Management, LLC 0.00% Add +2.3% 45 $4K
GW&K Investment Management, LLC 0.00% Add +164.7% 45 $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% Add +2.6% 39 $4K
Roxbury Financial LLC 0.00% Add +2.9% 36 $3K
Synergy Investment Management, LLC 0.00% No change 34 $3K
Wiser Advisor Group LLC 0.00% No change 33 $3K
Barrett & Company, Inc. 0.00% Reduce -80.2% 33 $3K
Pacifica Partners Inc. 0.00% No change 33 $3K
Simplex Trading, LLC 0.00% New 37 $3K
Wilmington Savings Fund Society, FSB 0.00% No change 30 $3K
Dunhill Financial, LLC 0.00% Reduce -7.1% 26 $2K
Carolinas Wealth Consulting LLC 0.00% Add +13.6% 25 $2K
Wealth Preservation Advisors, LLC 0.00% — 22 $2K
Cornerstone Planning Group LLC 0.00% Add +17.6% 20 $2K
Whipplewood Advisors, LLC 0.00% Add +373.7% 90 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $2K
WealthCollab, LLC 0.00% No change 17 $2K
Rialto Wealth Management, LLC 0.00% New 15 $1K
SJS Investment Consulting Inc. 0.00% No change 15 $1K
Global Financial Private Client, LLC 0.00% Add +180.0% 14 $1K
HHM Wealth Advisors, LLC 0.00% No change 12 $1K
Ogorek Anthony Joseph /NY/ 0.00% New 18 $1K
Winthrop Capital Management, LLC 0.00% No change 9 $1K
ORG Partners LLC 0.00% No change 10 $980
Sierra Ocean, LLC 0.00% No change 9 $877
Nova Wealth Management, Inc. 0.00% No change 8 $762
Physician Wealth Advisors, Inc. 0.00% No change 8 $762
Garde Capital, Inc. 0.00% New 8 $762
Orion Capital Management LLC 0.00% No change 7 $667
SouthState Bank Corp 0.00% New 7 $667
Halbert Hargrove Global Advisors, LLC 0.00% New 7 $667
Millstone Evans Group, LLC 0.00% No change 6 $572
Clark Wealth Partners 0.00% New 6 $572
Riggs Asset Managment Co. Inc. 0.00% No change 6 $572
Asset Dedication, LLC 0.00% No change 6 $572
Sound Income Strategies, LLC 0.00% No change 6 $572
WealthTrak Capital Management LLC 0.00% Reduce -50.0% 5 $477
IAG Wealth Partners, LLC 0.00% No change 5 $476
West Paces Advisors Inc. 0.00% No change 4 $381
Parkworth Wealth Management, Inc. 0.00% No change 3 $286
HFM Investment Advisors, LLC 0.00% — 3 $286
Bay Harbor Wealth Management, LLC 0.00% New 3 $285
Hurley Capital, LLC 0.00% New 1 $96
PSI Advisors, LLC 0.00% No change 1 $95
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.