Pinnacle West CapitalPNW
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $207.7M |
| Exits | 69 | $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.