Pinnacle West CapitalPNW
13F holders, Q2 2025 (June 30)631holders +15
68new positions
57sold out
9famous investors
$89.46avg. 13F price*
At the end of Q2 2025, 631 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 15 from Q1 2025. 68 opened new positions and 57 sold out. The largest holders were Capital Research Global Investors ($1.4B), Vanguard Group Inc. ($1.3B) and BlackRock, Inc. ($946.9M). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Pinnacle West Capital
- Sector
- Utilities
- CUSIP
- 723484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $44.2M |
| Exits | 57 | $112.0M |
All 13F filers, Q1 2025 → Q2 2025: 9,611,811 shares bought and 6,978,276 shares sold, net +2,633,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 631 holders
| Capital Research Global Investors | 0.27% | Add +21.1% | 15,095,112 | $1.4B |
| Vanguard Group Inc. | 0.02% | Add +2.2% | 14,781,290 | $1.3B |
| BlackRock, Inc. | 0.02% | Reduce -2.1% | 10,583,083 | $946.9M |
| State Street Corp. | 0.02% | Add +5.5% | 6,656,623 | $595.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 2.01% | Add +3.0% | 6,655,144 | $595.4M |
| Invesco Ltd. | 0.06% | Add +2.5% | 4,248,954 | $380.2M |
| Deutsche Bank AG | 0.10% | Add +35.8% | 3,031,152 | $271.2M |
| Geode Capital Management, LLC | 0.02% | Add +1.1% | 3,026,662 | $270.3M |
| ATLAS Infrastructure Partners (UK) Ltd. | 18.24% | Add +2.5% | 2,862,950 | $256.1M |
| Massachusetts Financial Services Co. | 0.08% | Add +3.1% | 2,780,490 | $248.8M |
| Morgan Stanley | 0.01% | Add +5.7% | 1,909,922 | $170.9M |
| Pictet Asset Management Holding SA | 0.16% | Reduce -2.8% | 1,738,883 | $155.6M |
| Reaves W H & Co. Inc. | 2.95% | Reduce -1.4% | 1,487,921 | $133.1M |
| Two Sigma Advisers, LP | 0.24% | Add +32.9% | 1,287,900 | $115.2M |
| Norges Bank | 0.01% | Reduce -41.4% | 1,278,458 | $114.4M |
| Two Sigma Investments, LP | 0.21% | Add +43.4% | 1,265,753 | $113.2M |
| First Trust Advisors LP | 0.09% | Reduce -9.5% | 1,230,491 | $110.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.3% | 1,152,066 | $103.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.5% | 1,101,325 | $98.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.8% | 1,045,583 | $93.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.6% | 996,096 | $89.1M |
| Assenagon Asset Management S.A. | 0.13% | Reduce -11.6% | 941,698 | $84.3M |
| Franklin Resources Inc. | 0.02% | Add +12.3% | 925,752 | $82.8M |
| Nuveen, LLC | 0.02% | Reduce -15.1% | 885,457 | $79.2M |
| Millennium Management | 0.07% | Add +532.5% | 869,727 | $77.8M |
| Empower Advisory Group, LLC | 0.23% | Reduce -3.4% | 848,621 | $75.9M |
| Bank of America Corp. | 0.01% | Reduce -10.9% | 843,462 | $75.5M |
| Merewether Investment Management, LP | 1.89% | Add +4.0% | 734,180 | $65.7M |
| Cincinnati Financial Corp. | 1.38% | No change | 729,460 | $65.3M |
| Legal & General Group Plc | 0.02% | Add +6.9% | 698,463 | $62.5M |
| ExodusPoint Capital Management, LP | 0.75% | Add +11.5% | 689,832 | $61.7M |
| Squarepoint Ops LLC | 0.12% | Reduce -3.8% | 628,047 | $56.2M |
| Duff & Phelps Investment Management Co. | 0.66% | No change | 624,930 | $55.9M |
| Barclays PLC | 0.02% | Reduce -16.2% | 564,508 | $50.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 535,435 | $47.9M |
| Point72 Asset Management | 0.11% | Reduce -44.2% | 503,285 | $45.0M |
| Newport Trust Company, LLC | 0.11% | Reduce -2.9% | 500,685 | $44.8M |
| Zimmer Partners, LP | 1.02% | Add +900.0% | 500,000 | $44.7M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Reduce -8.2% | 499,383 | $44.7M |
| Epoch Investment Partners, Inc. | 0.23% | Reduce -7.6% | 493,192 | $44.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.4% | 473,868 | $42.4M |
| California Public Employees Retirement System | 0.03% | Reduce -14.6% | 454,833 | $40.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +39.1% | 451,835 | $40.4M |
| Victory Capital Management Inc. | 0.03% | Reduce -1.9% | 437,781 | $39.2M |
| Perpetual Ltd | 0.44% | Add +5.3% | 419,686 | $37.5M |
| UBS Group AG | 0.01% | Reduce -37.5% | 419,525 | $37.5M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -16.4% | 401,794 | $35.7M |
| Treasurer of the State of North Carolina | 0.11% | Add +129.4% | 384,629 | $34.4M |
| Yaupon Capital Management LP | 2.22% | Add +55.4% | 372,131 | $33.3M |
| Jennison Associates LLC | 0.02% | Reduce -1.2% | 368,843 | $33.0M |
| AQR Capital Management | 0.03% | Reduce -11.4% | 367,290 | $32.5M |
| HITE Hedge Asset Management LLC | 1.81% | Add +93.6% | 351,573 | $31.5M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -51.7% | 332,718 | $29.8M |
| HSBC Holdings PLC | 0.02% | Reduce -16.6% | 331,679 | $29.7M |
| Gabelli Funds LLC | 0.21% | Add +0.4% | 330,500 | $29.6M |
| Federated Hermes, Inc. | 0.05% | Reduce -1.6% | 317,522 | $28.4M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -19.1% | 312,146 | $27.9M |
| Cincinnati Insurance Co. | 0.45% | No change | 296,838 | $26.6M |
| Aventail Capital Group, LP | 1.14% | Reduce -1.8% | 287,541 | $25.7M |
| Gotham Asset Management | 0.14% | Add +73.9% | 267,830 | $24.0M |
| Alliancebernstein L.P. | 0.01% | Add +38.1% | 265,447 | $23.7M |
| Cubist Systematic Strategies, LLC | 0.24% | Add +104.0% | 250,858 | $22.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -2.2% | 233,907 | $20.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Add +5.9% | 229,403 | $20.5M |
| Swiss National Bank | 0.01% | Add +3.5% | 227,800 | $20.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.9% | 225,998 | $20.2M |
| Bank of Montreal | 0.01% | Reduce -14.5% | 222,868 | $19.9M |
| Rhumbline Advisers | 0.02% | Add +10.1% | 222,454 | $19.9M |
| Wells Fargo & Company | 0.00% | Reduce -10.9% | 209,546 | $18.7M |
| Midwest Trust Co | 0.25% | — | 199,522 | $17.9M |
| Captrust Financial Advisors | 0.04% | Reduce -76.0% | 180,094 | $16.1M |
| Citadel Advisors | 0.01% | Add +15.7% | 177,826 | $15.9M |
| Stifel Financial Corp. | 0.01% | Reduce -7.3% | 172,456 | $15.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 168,595 | $15.1M |
| Royal Bank of Canada | 0.00% | Reduce -16.9% | 164,537 | $14.7M |
| Lazard Asset Management LLC | 0.02% | Add +14.3% | 162,659 | $14.6M |
| Edgestream Partners, L.P. | 0.40% | Add +225.8% | 160,855 | $14.4M |
| Skba Capital Management LLC | 2.07% | Add +0.1% | 160,710 | $14.4M |
| Amundi | 0.00% | Reduce -26.2% | 153,227 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 141,626 | $12.7M |
| Principal Financial Group Inc. | 0.01% | Add +1.6% | 140,139 | $12.5M |
| AE Wealth Management LLC | 0.09% | Add +4666.1% | 139,599 | $12.5M |
| Sei Investments Co. | 0.01% | Add +12.9% | 130,160 | $11.6M |
| State of Wisconsin Investment Board | 0.03% | Add +12.8% | 126,747 | $11.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.3% | 125,825 | $11.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +15.9% | 124,741 | $11.2M |
| Aquatic Capital Management LLC | 0.21% | Add +48.7% | 115,403 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -35.4% | 114,675 | $10.3M |
| California State Teachers Retirement System | 0.01% | Add +4.0% | 112,374 | $10.1M |
| Quantinno Capital Management LP | 0.04% | Add +64.4% | 108,498 | $9.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +4.0% | 103,531 | $9.3M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +31.2% | 103,348 | $9.2M |
| Citigroup Inc. | 0.01% | Reduce -22.4% | 98,740 | $8.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 96,115 | $8.6M |
| Cerity Partners LLC | 0.01% | Reduce -32.8% | 92,645 | $8.3M |
| Cambiar Investors LLC | 0.33% | Reduce -29.1% | 87,931 | $7.9M |
| ING Groep NV | 0.05% | New | 85,211 | $7.6M |
| American Assets Investment Management, LLC | 0.60% | No change | 83,000 | $7.4M |
| National Bank of Canada | 0.01% | Reduce -34.3% | 82,957 | $7.4M |
| Jump Financial, LLC | 0.09% | Add +51.8% | 82,717 | $7.4M |
| Magellan Asset Management Ltd | 0.08% | Reduce -1.7% | 81,875 | $7.3M |
| Harvest Portfolios Group Inc. | 0.17% | Add +13.6% | 81,284 | $7.3M |
| Sagefield Capital LP | 1.00% | Add +45.4% | 79,918 | $7.2M |
| FMR LLC | 0.00% | Reduce -7.3% | 78,561 | $7.0M |
| TD Asset Management Inc | 0.01% | Add +2.2% | 78,361 | $7.0M |
| HRT Financial LP | 0.03% | Add +329.0% | 76,841 | $6.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.3% | 75,348 | $6.7M |
| SG Americas Securities, LLC | 0.03% | Add +54.4% | 70,513 | $6.3M |
| Channing Capital Management, LLC | 0.17% | Reduce -40.5% | 70,307 | $6.3M |
| Engineers Gate Manager LP | 0.08% | Add +10.8% | 69,860 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +3.2% | 68,145 | $6.1M |
| Prudential Financial Inc. | 0.01% | Add +8.6% | 68,128 | $6.1M |
| SummitTX Capital, L.P. | 0.27% | Add +980.7% | 67,716 | $6.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 65,703 | $5.9M |
| LSV Asset Management | 0.01% | Reduce -23.6% | 64,300 | $5.8M |
| Atom Investors LP | 0.51% | Add +135.2% | 64,169 | $5.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.5% | 63,287 | $5.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +5.8% | 63,089 | $5.6M |
| Beacon Investment Advisory Services, Inc. | 0.25% | Add +19.4% | 62,818 | $5.6M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -1.9% | 62,046 | $5.6M |
| LPL Financial LLC | 0.00% | Add +7.3% | 60,579 | $5.4M |
| American Century Companies Inc. | 0.00% | Reduce -19.9% | 60,381 | $5.4M |
| Comerica Bank | 0.02% | Add +6.6% | 59,597 | $5.3M |
| Bank of Nova Scotia | 0.01% | Add +605.0% | 58,897 | $5.3M |
| Butensky & Cohen Financial Security, Inc. | 1.54% | Reduce -0.5% | 57,940 | $5.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.3% | 55,304 | $4.9M |
| Tudor Investment Corporation | 0.04% | Add +734.9% | 53,899 | $4.8M |
| Algert Global LLC | 0.10% | Reduce -37.0% | 53,772 | $4.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -48.4% | 52,890 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -51.2% | 53,194 | $4.8M |
| New York State Common Retirement Fund | 0.01% | Add +5.2% | 50,613 | $4.5M |
| Capital Fund Management S.A. | 0.05% | Reduce -60.4% | 50,234 | $4.5M |
| Brevan Howard Capital Management LP | 0.05% | New | 49,983 | $4.5M |
| Baker Ellis Asset Management LLC | 0.59% | Reduce -0.8% | 48,094 | $4.3M |
| Aigen Investment Management, LP | 0.57% | Add +116.6% | 46,806 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +10.5% | 45,407 | $4.1M |
| Verition Fund Management LLC | 0.02% | Reduce -33.6% | 45,384 | $4.1M |
| Gateway Investment Advisers LLC | 0.04% | No change | 44,884 | $4.0M |
| Systematic Financial Management LP | 0.11% | Reduce -0.3% | 44,745 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.9% | 43,837 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +0.8% | 43,522 | $3.9M |
| Guggenheim Capital LLC | 0.03% | Add +12.1% | 42,306 | $3.8M |
| Decade Renewable Partners LP | 3.03% | New | 41,663 | $3.7M |
| Van Eck Associates Corp. | 0.00% | Add +13.8% | 40,810 | $3.7M |
| AlphaQuest LLC | 0.36% | Add +59.5% | 40,431 | $3.6M |
| Lanark Financial, Inc. | 0.29% | Add +2.6% | 39,825 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.5% | 39,745 | $3.6M |
| NEOS Investment Management LLC | 0.04% | Add +29.8% | 39,678 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.6% | 39,054 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -3.1% | 38,922 | $3.5M |
| Tema ETFs LLC | 0.92% | Add +34.9% | 38,709 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.2% | 37,833 | $3.4M |
| Voya Investment Management LLC | 0.00% | Add +1.4% | 37,626 | $3.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.1% | 36,762 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +19.6% | 36,672 | $3.3M |
| Alps Advisors Inc. | 0.02% | Add +14.7% | 36,152 | $3.2M |
| Bfsg, LLC | 0.36% | Reduce -0.1% | 35,925 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Add +3.7% | 35,915 | $3.2M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -0.4% | 35,403 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.3% | 34,759 | $3.1M |
| Arizona State Retirement System | 0.02% | Add +6.7% | 34,791 | $3.1M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -2.0% | 34,229 | $3.1M |
| Bridgewater Associates | 0.01% | Reduce -32.9% | 33,703 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +25.3% | 33,442 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 32,969 | $3.0M |
| QRG Capital Management, Inc. | 0.03% | Reduce -53.3% | 33,314 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -62.8% | 32,973 | $3.0M |
| State of Michigan Retirement System | 0.01% | Add +5.2% | 32,461 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 31,849 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +7.5% | 31,335 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Add +3.0% | 30,415 | $2.7M |
| Gifford Fong Associates | 0.62% | No change | 30,000 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Add +0.2% | 29,630 | $2.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.7% | 29,200 | $2.6M |
| Czech National Bank | 0.02% | Add +11.8% | 29,185 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +8.5% | 29,048 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -7.1% | 28,796 | $2.6M |
| Creative Planning | 0.00% | Add +4.5% | 28,104 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -46.4% | 27,706 | $2.5M |
| ProShare Advisors LLC | 0.00% | Add +10.6% | 27,400 | $2.5M |
| Toronto Dominion Bank | 0.01% | Add +17.4% | 26,755 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Add +7.2% | 26,700 | $2.4M |
| Walleye Capital LLC | 0.02% | Reduce -37.3% | 26,608 | $2.4M |
| Pacer Advisors, Inc. | 0.01% | Add +29.6% | 26,411 | $2.4M |
| CWA Asset Management Group, LLC | 0.10% | Add +32.5% | 26,124 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -1.0% | 26,121 | $2.3M |
| Greenland Capital Management LP | 0.31% | Reduce -42.5% | 26,114 | $2.3M |
| Romano Brothers and Company | 0.29% | Reduce -5.5% | 25,975 | $2.3M |
| Retirement Systems of Alabama | 0.01% | Add +4.8% | 25,620 | $2.3M |
| Sonora Investment Management Group, LLC | 0.17% | Add +5.3% | 25,335 | $2.3M |
| Rothschild Investment LLC | 0.14% | Add +0.0% | 24,765 | $2.2M |
| Public Sector Pension Investment Board | 0.01% | Reduce -19.0% | 24,589 | $2.2M |
| Azimuth Capital Investment Management LLC | 0.08% | No change | 24,525 | $2.2M |
| Graham Capital Management, L.P. | 0.07% | Reduce -8.4% | 24,200 | $2.2M |
| Ilex Capital Partners (UK) LLP | 0.07% | Reduce -39.6% | 23,715 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -92.7% | 23,676 | $2.1M |
| XTX Topco Ltd | 0.09% | Add +214.8% | 23,591 | $2.1M |
| Amalgamated Bank | 0.02% | Add +5.3% | 23,492 | $2.1M |
| SFE Investment Counsel | 0.37% | Add +25.8% | 23,310 | $2.1M |
| Parcion Private Wealth LLC | 0.15% | Add +0.3% | 22,967 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.7% | 22,659 | $2.0M |
| Centiva Capital, LP | 0.13% | New | 22,626 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.1% | 22,607 | $2.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +13.5% | 22,233 | $2.0M |
| Canada Pension Plan Investment Board | 0.00% | No change | 22,200 | $2.0M |
| Entropy Technologies, LP | 0.15% | Add +57.1% | 21,764 | $1.9M |
| Burney Co./ | 0.06% | Add +5.3% | 21,291 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 20,555 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.8% | 20,409 | $1.8M |
| Xponance LLC | 0.02% | Add +108.3% | 20,210 | $1.8M |
| Ellsworth Advisors, LLC | 0.44% | Reduce -7.7% | 20,022 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Add +6.0% | 19,837 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +19.6% | 19,614 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -31.3% | 19,397 | $1.7M |
| Utah Retirement Systems | 0.02% | Add +1.1% | 18,979 | $1.7M |
| Dynamic Technology Lab Private Ltd | 0.23% | New | 18,617 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.1% | 18,253 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -8.0% | 17,886 | $1.6M |
| Virtu Financial LLC | 0.08% | New | 17,833 | $1.6M |
| Occudo Quantitative Strategies LP | 0.18% | Add +255.7% | 17,620 | $1.6M |
| DNB Asset Management AS | 0.01% | Add +14.7% | 17,491 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +117.9% | 16,916 | $1.5M |
| Quantbot Technologies LP | 0.04% | New | 16,898 | $1.5M |
| Vestcor Inc | 0.04% | No change | 16,442 | $1.5M |
| Fortem Financial Group, LLC | 0.47% | Add +64.0% | 16,242 | $1.5M |
| New York Life Investment Management LLC | 0.01% | Add +6.8% | 16,024 | $1.4M |
| Oak Thistle LLC | 0.21% | New | 15,634 | $1.4M |
| Point72 (DIFC) Ltd | 0.11% | Reduce -17.7% | 15,514 | $1.4M |
| Panagora Asset Management Inc. | 0.01% | Reduce -69.1% | 15,385 | $1.4M |
| Twin Capital Management Inc. | 0.14% | Add +3.0% | 15,210 | $1.4M |
| M&T Bank Corp | 0.00% | Add +56.0% | 15,097 | $1.4M |
| Riverwater Partners LLC | 0.63% | Reduce -0.2% | 14,996 | $1.3M |
| Cincinnati Casualty Co. | 0.71% | No change | 14,958 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.0% | 14,882 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +15.2% | 14,861 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +12.1% | 14,719 | $1.3M |
| CIBC Asset Management Inc | 0.00% | Reduce -9.1% | 14,324 | $1.3M |
| Excalibur Management Corp. | 0.47% | Reduce -3.6% | 13,931 | $1.2M |
| R Squared Ltd | 0.68% | Add +78.0% | 13,794 | $1.2M |
| Fulcrum Asset Management LLP | 0.35% | — | 13,704 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Add +3.5% | 13,689 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.9% | 13,516 | $1.2M |
| Linden Advisors LP | 0.13% | New | 13,500 | $1.2M |
| AdvisorNet Financial, Inc | 0.08% | Add +1.4% | 13,470 | $1.2M |
| Keystone Financial Planning, Inc. | 0.36% | Reduce -83.6% | 13,355 | $1.2M |
| Woodline Partners LP | 0.01% | Add +34.3% | 12,899 | $1.2M |
| Natixis | 0.01% | New | 12,841 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.1% | 12,833 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Add +25.4% | 12,827 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +4.5% | 12,777 | $1.1M |
| Commerce Bank | 0.01% | Reduce -21.5% | 12,581 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Reduce -12.5% | 12,519 | $1.1M |
| Inceptionr LLC | 0.26% | New | 12,367 | $1.1M |
| LMR Partners LLP | 0.03% | Add +45.6% | 12,367 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 12,299 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +273.7% | 12,290 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.4% | 11,940 | $1.1M |
| Sterling Capital Management LLC | 0.01% | Add +19.1% | 11,465 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.1% | 11,385 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +0.4% | 11,368 | $1.0M |
| Readystate Asset Management LP | 0.08% | New | 11,248 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.8% | 11,137 | $996K |
| Naples Global Advisors, LLC | 0.08% | Reduce -3.5% | 10,983 | $983K |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -0.7% | 10,501 | $940K |
| MML Investors Services, LLC | 0.00% | Reduce -18.1% | 10,451 | $935K |
| Teza Capital Management LLC | 0.70% | Reduce -33.2% | 10,423 | $933K |
| Oregon Public Employees Retirement Fund | 0.02% | Add +5.1% | 10,259 | $918K |
| NovaPoint Capital, LLC | 0.28% | Add +2.2% | 10,257 | $918K |
| Qsemble Capital Management, LP | 0.09% | Reduce -37.7% | 10,126 | $906K |
| Scientech Research LLC | 0.22% | New | 10,107 | $904K |
| Cibc World Markets Corp. | 0.01% | Add +17.7% | 10,051 | $899K |
| Whalerock Point Partners, LLC | 0.20% | No change | 10,008 | $895K |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.3% | 9,846 | $881K |
| Lido Advisors, LLC | 0.00% | New | 9,790 | $876K |
| Regions Financial Corp. | 0.01% | Add +26.1% | 9,789 | $876K |
| Cincinnati Specialty Underwriters Insurance CO | 0.23% | No change | 9,720 | $870K |
| Williamson Legacy Group, LLC | 0.72% | New | 9,551 | $855K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.5% | 9,542 | $854K |
| Mutual Advisors, LLC | 0.02% | Reduce -17.2% | 9,134 | $830K |
| WESPAC Advisors, LLC | 0.58% | Add +4.8% | 9,209 | $824K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.4% | 9,169 | $820K |
| Mirador Capital Partners LP | 0.13% | Add +3.3% | 9,160 | $820K |
| Wilkinson Global Asset Management LLC | 0.05% | No change | 9,000 | $805K |
| Viawealth, LLC | 0.47% | Reduce -14.5% | 8,923 | $798K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +2.2% | 8,901 | $797K |
| Silver Lake Advisory, LLC | 0.33% | Add +0.7% | 8,735 | $782K |
| IFM Investors Pty Ltd | 0.01% | Add +6.5% | 8,608 | $770K |
| Kuhn & Co Investment Counsel | 0.58% | No change | 8,596 | $769K |
| Mizuho Securities USA LLC | 0.02% | — | 8,256 | $739K |
| MADDEN SECURITIES Corp | 0.25% | Reduce -55.2% | 8,175 | $731K |
| Daiwa Securities Group Inc. | 0.00% | Add +16.9% | 8,175 | $731K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 7,993 | $715K |
| Focus Partners Wealth | 0.00% | Add +23.5% | 7,886 | $706K |
| Synovus Financial Corp. | 0.01% | Add +4.4% | 7,872 | $704K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.4% | 7,872 | $704K |
| Arvest Bank Trust Division | 0.04% | New | 7,867 | $704K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.3% | 7,800 | $698K |
| Ironwood Investment Counsel, LLC | 0.10% | Reduce -0.1% | 7,521 | $673K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.9% | 7,422 | $664K |
| Hartford Investment Management Co. | 0.02% | Add +3.2% | 7,239 | $648K |
| Aster Capital Management (DIFC) Ltd | 0.15% | Reduce -47.0% | 7,159 | $641K |
| Aberdeen Group plc | 0.00% | Reduce -10.6% | 6,993 | $626K |
| Norinchukin Bank, The | 0.01% | Add +39.6% | 6,918 | $619K |
| Vise Technologies, Inc. | 0.02% | — | 6,529 | $584K |
| Probity Advisors, Inc. | 0.10% | Add +1.7% | 6,322 | $566K |
| Louisiana State Employees Retirement System | 0.01% | Add +3.3% | 6,300 | $564K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.2% | 6,277 | $562K |
| Securian Asset Management, Inc. | 0.02% | Add +5.7% | 6,242 | $558K |
| Summit Trail Advisors, LLC | 0.01% | New | 6,204 | $555K |
| Blueshift Asset Management, LLC | 0.17% | New | 6,059 | $542K |
| Marshall Financial Group, LLC | 0.11% | New | 5,996 | $540K |
| Profund Advisors LLC | 0.02% | Add +34.1% | 6,004 | $537K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +28.5% | 5,977 | $535K |
| MCF Advisors LLC | 0.03% | Reduce -0.3% | 5,877 | $526K |
| Maryland State Retirement & Pension System | 0.01% | Add +9.1% | 5,790 | $518K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -56.6% | 5,786 | $518K |
| Rockland Trust Co. | 0.03% | Reduce -55.4% | 5,747 | $514K |
| Arvest Investments, Inc. | 0.08% | New | 5,724 | $512K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -5.6% | 5,722 | $512K |
| Cwm, LLC | 0.00% | Reduce -35.2% | 5,660 | $506K |
| CSU Producer Resources, Inc. | 1.56% | No change | 5,602 | $501K |
| Ranch Capital Advisors Inc. | 0.22% | Add +7.8% | 5,583 | $500K |
| Thrivent Financial for Lutherans | 0.00% | Add +23.9% | 5,519 | $494K |
| Syon Capital LLC | 0.03% | Add +43.6% | 5,517 | $494K |
| New Mexico Educational Retirement Board | 0.02% | No change | 5,360 | $480K |
| Bessemer Group Inc. | 0.00% | Reduce -58.9% | 5,331 | $478K |
| Bridgefront Capital, LLC | 0.12% | Reduce -63.7% | 5,239 | $469K |
| Capstone Investment Advisors, LLC | 0.00% | New | 5,185 | $464K |
| Park Avenue Securities LLC | 0.00% | Add +22.0% | 5,160 | $462K |
| Marshall Wace, LLP | 0.00% | Reduce -88.5% | 5,152 | $461K |
| LOM Asset Management Ltd | 0.15% | — | 5,100 | $456K |
| Contravisory Investment Management, Inc. | 0.09% | New | 5,080 | $455K |
| Sherbrooke Park Advisers LLC | 0.20% | Reduce -47.0% | 5,073 | $454K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -0.1% | 5,047 | $452K |
| IFP Advisors, Inc | 0.01% | Reduce -8.2% | 3,729 | $451K |
| 1620 Investment Advisors, Inc. | 0.33% | Add +5.9% | 5,017 | $449K |
| Key Financial Inc | 0.09% | No change | 4,900 | $438K |
| Centennial Wealth Advisory LLC | 0.14% | New | 4,789 | $429K |
| WINTON GROUP Ltd | 0.02% | New | 4,781 | $428K |
| Chelsea Counsel Co. | 0.21% | No change | 4,759 | $426K |
| Quadrant Capital Group LLC | 0.02% | Add +1.3% | 4,740 | $424K |
| Glenmede Investment Management, LP | 0.00% | — | 4,586 | $410K |
| New Hampshire Trust | 0.08% | Add +5.6% | 4,490 | $402K |
| Merit Financial Group, LLC | 0.00% | Add +73.7% | 4,456 | $399K |
| Mackenzie Financial Corp. | 0.00% | Reduce -89.6% | 4,394 | $393K |
| Wellington Management Group LLP | 0.00% | Add +34.1% | 4,388 | $393K |
| Verity Asset Management, Inc. | 0.18% | Reduce -2.8% | 4,295 | $384K |
| Savant Capital, LLC | 0.00% | Add +3.7% | 4,286 | $383K |
| Jones Financial Companies LLLP | 0.00% | Add +84.3% | 4,314 | $382K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.6% | 4,229 | $378K |
| Mather Group, Llc. | 0.00% | Add +68.8% | 4,213 | $377K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.7% | 4,206 | $376K |
| Intrua Financial, LLC | 0.05% | Reduce -10.8% | 4,204 | $376K |
| Shell Asset Management Co. | 0.01% | Reduce -13.6% | 4,207 | $376K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,200 | $376K |
| Vident Advisory, LLC | 0.00% | Reduce -0.5% | 4,183 | $374K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -20.2% | 4,158 | $372K |
| Waverly Advisors, LLC | 0.00% | Add +0.3% | 4,150 | $371K |
| Nebula Research & Development LLC | 0.03% | Reduce -71.1% | 4,147 | $371K |
| Virtus Advisers, LLC | 0.23% | No change | 4,145 | $371K |
| Mgo One Seven LLC | 0.01% | Add +0.6% | 4,133 | $370K |
| Empirical Finance, LLC | 0.02% | Add +0.7% | 4,117 | $368K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,049 | $362K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.5% | 3,946 | $358K |
| Asset Management One Co., Ltd. | 0.00% | Add +19.2% | 3,951 | $353K |
| Morningstar Investment Management LLC | 0.03% | New | 3,915 | $350K |
| Meeder Advisory Services, Inc. | 0.02% | Add +14.5% | 3,892 | $348K |
| Stephens Inc. | 0.00% | Reduce -17.5% | 3,860 | $345K |
| Fiduciary Financial Group, LLC | 0.06% | Add +2.4% | 3,767 | $342K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +5.3% | 3,809 | $341K |
| PharVision Advisers, LLC | 0.48% | New | 3,725 | $333K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,690 | $330K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.0% | 3,652 | $327K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 3,651 | $327K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 3,643 | $326K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -35.7% | 3,637 | $324K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.0% | 3,588 | $321K |
| Compound Planning, Inc. | 0.01% | Reduce -1.1% | 3,577 | $320K |
| Ethic Inc. | 0.01% | Add +1.3% | 3,593 | $318K |
| Parallel Advisors, LLC | 0.01% | Add +2.2% | 3,553 | $318K |
| Huntington National Bank | 0.00% | Reduce -1.2% | 3,511 | $314K |
| Howard Capital Management, LLC | 0.00% | New | 3,492 | $312K |
| Principia Wealth Advisory, LLC | 0.26% | Add +1.0% | 3,446 | $308K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +9.9% | 3,427 | $307K |
| Nicolet Advisory Services, LLC | 0.03% | Add +2.9% | 3,349 | $304K |
| Inscription Capital, LLC | 0.04% | New | 3,376 | $302K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.1% | 3,304 | $296K |
| Moody National Bank Trust Division | 0.03% | Add +1.1% | 3,226 | $289K |
| Versor Investments LP | 0.05% | Reduce -38.6% | 3,224 | $288K |
| Zacks Investment Management | 0.00% | Reduce -38.0% | 3,214 | $288K |
| Farther Finance Advisors, LLC | 0.01% | Add +18.3% | 3,213 | $287K |
| Truist Financial Corp. | 0.00% | Reduce -6.5% | 3,211 | $287K |
| Old Port Advisors | 0.08% | Reduce -20.1% | 3,210 | $287K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,175 | $284K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 3,174 | $284K |
| &partners | 0.00% | Add +0.9% | 3,066 | $274K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -3.4% | 3,061 | $274K |
| NorthCoast Asset Management LLC | 0.00% | Add +20.5% | 3,050 | $273K |
| International Private Wealth Advisors LLC | 0.23% | New | 3,030 | $271K |
| V-Square Quantitative Management LLC | 0.04% | Reduce -2.3% | 3,030 | $271K |
| Levin Capital Strategies, L.P. | 0.03% | New | 3,000 | $268K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,000 | $268K |
| Holland Advisory Services, Inc. | 0.39% | New | 2,976 | $266K |
| Empowered Funds, LLC | 0.00% | Reduce -35.3% | 2,976 | $266K |
| Tidal Investments LLC | 0.00% | Add +32.6% | 2,954 | $264K |
| KBC Group NV | 0.00% | Reduce -38.1% | 2,930 | $262K |
| Hudson Bay Capital Management LP | 0.00% | Reduce -98.6% | 2,925 | $262K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.18% | New | 2,800 | $260K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.0% | 2,904 | $260K |
| Wealthspire Advisors, LLC | 0.00% | Add +20.0% | 2,878 | $257K |
| STRS Ohio | 0.00% | New | 2,847 | $255K |
| M.E. Allison & Co., Inc. | 0.20% | No change | 2,847 | $255K |
| Metis Global Partners, LLC | 0.01% | Add +11.2% | 2,806 | $251K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 2,774 | $248K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,760 | $247K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,633 | $245K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -25.2% | 2,708 | $242K |
| South Dakota Investment Council | 0.00% | New | 2,700 | $242K |
| JBR Co Financial Management Inc | 0.12% | Reduce -8.6% | 2,650 | $237K |
| Mufg Securities Americas Inc. | 0.02% | Add +31.4% | 2,646 | $237K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.6% | 2,590 | $232K |
| CI Investments Inc. | 0.00% | Reduce -25.5% | 2,567 | $230K |
| Crewe Advisors LLC | 0.03% | Add +0.6% | 2,564 | $229K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.3% | 2,556 | $229K |
| Quarry LP | 0.06% | New | 2,551 | $228K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $226K |
| Headlands Technologies LLC | 0.03% | New | 2,525 | $226K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -36.4% | 2,514 | $225K |
| WealthTrust Axiom LLC | 0.07% | No change | 2,500 | $224K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,500 | $224K |
| TD Private Client Wealth LLC | 0.01% | Reduce -5.7% | 2,499 | $224K |
| TriaGen Wealth Management LLC | 0.07% | No change | 2,477 | $222K |
| GAMMA Investing LLC | 0.01% | Add +13.9% | 2,401 | $215K |
| Carl P. Sherr & Co., LLC | 0.11% | No change | 2,400 | $215K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.1% | 2,393 | $214K |
| Longboard Asset Management, LP | 0.53% | No change | 2,387 | $214K |
| DRW Securities, LLC | 0.01% | New | 2,382 | $213K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,360 | $211K |
| Choreo, LLC | 0.00% | New | 2,358 | $211K |
| Patton Fund Management, Inc. | 0.05% | New | 2,349 | $210K |
| Brighton Jones LLC | 0.01% | Reduce -53.0% | 2,329 | $208K |
| Ballentine Partners, LLC | 0.00% | Add +2.3% | 2,256 | $202K |
| Red Mountain Financial, LLC | 0.22% | No change | 2,250 | $201K |
| Babb Wealth Advisors LLC | 0.15% | New | 2,239 | $200K |
| Geneos Wealth Management Inc. | 0.00% | Add +36.7% | 2,142 | $192K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $162K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.9% | 1,770 | $158K |
| Horizon Investments, LLC | 0.00% | Add +8.8% | 1,776 | $157K |
| Global Retirement Partners, LLC | 0.00% | — | 1,733 | $155K |
| City Holding Co. | 0.02% | Reduce -5.6% | 1,731 | $155K |
| Fortitude Family Office, LLC | 0.05% | Reduce -42.4% | 1,639 | $147K |
| MAI Capital Management | 0.00% | Add +1.4% | 1,606 | $144K |
| Y.D. More Investments Ltd | 0.01% | Add +25.2% | 1,620 | $143K |
| Spirit of America Management Corp. | 0.03% | Add +166.7% | 1,600 | $143K |
| Danske Bank A/S | 0.00% | No change | 1,600 | $143K |
| Principal Securities, Inc. | 0.00% | Reduce -51.0% | 1,429 | $128K |
| Signaturefd, LLC | 0.00% | Add +8.1% | 1,374 | $123K |
| CX Institutional | 0.00% | Add +0.2% | 1,360 | $122K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -4.5% | 1,352 | $121K |
| Assetmark, Inc. | 0.00% | Add +1000.8% | 1,343 | $120K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +11.8% | 1,330 | $119K |
| Tidemark, LLC | 0.04% | Add +44.9% | 1,317 | $118K |
| Larson Financial Group LLC | 0.00% | Add +2.7% | 1,284 | $115K |
| UMB Bank, n.a. | 0.00% | Reduce -0.1% | 1,265 | $113K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +19.7% | 1,254 | $111K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 1,230 | $110K |
| St Germain D J Co. Inc. | 0.00% | Add +19.8% | 1,132 | $101K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,085 | $98K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -8.5% | 1,093 | $98K |
| Blue Trust, Inc. | 0.00% | Reduce -3.8% | 1,052 | $94K |
| Allworth Financial LP | 0.00% | Add +34.4% | 1,048 | $94K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,035 | $93K |
| TD Waterhouse Canada Inc. | 0.00% | Add +24.6% | 1,013 | $92K |
| MJT & Associates Financial Advisory Group, Inc. | 0.11% | No change | 1,011 | $90K |
| Private Trust Co. NA | 0.01% | Reduce -25.7% | 1,008 | $90K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $89K |
| USA Financial Formulas | 0.02% | Reduce -60.3% | 996 | $89K |
| Ancora Advisors LLC | 0.00% | No change | 950 | $85K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.2% | 930 | $83K |
| Asset Planning,Inc | 0.06% | No change | 850 | $76K |
| Versant Capital Management, Inc | 0.01% | Add +1.0% | 844 | $76K |
| Harbour Investments, Inc. | 0.00% | Add +1.4% | 842 | $75K |
| Montag A & Associates Inc. | 0.00% | No change | 800 | $72K |
| Brooklyn Investment Group | 0.01% | Add +59.7% | 776 | $69K |
| Delta Asset Management LLC | 0.01% | Reduce -1.9% | 776 | $69K |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.9% | 748 | $67K |
| CNB Bank | 0.03% | New | 715 | $64K |
| First Command Advisory Services, Inc. | 0.00% | No change | 700 | $63K |
| Manchester Capital Management LLC | 0.01% | Reduce -1.3% | 698 | $62K |
| Tsfg, LLC | 0.01% | No change | 631 | $56K |
| Trust Co | 0.01% | No change | 597 | $53K |
| HM Payson & Co. | 0.00% | No change | 590 | $53K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 574 | $51K |
| Kennebec Savings Bank | 0.05% | No change | 555 | $50K |
| CENTRAL TRUST Co | 0.00% | No change | 550 | $49K |
| McIlrath & Eck, LLC | 0.01% | No change | 526 | $47K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +2.7% | 534 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +72.2% | 508 | $45K |
| Roble, Belko & Company, Inc | 0.01% | No change | 500 | $45K |
| Rise Advisors, LLC | 0.02% | Reduce -1.4% | 501 | $45K |
| First Financial Corp. | 0.02% | No change | 500 | $45K |
| Creative Capital Management Investments LLC | 0.02% | No change | 500 | $45K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $45K |
| Alerus Financial NA | 0.00% | New | 489 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | Add +64.3% | 478 | $43K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $40K |
| Whittier Trust Co. | 0.00% | No change | 444 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.5% | 425 | $38K |
| Arax Advisory Partners | 0.00% | Add +60.3% | 218 | $38K |
| Canada Post Corp Registered Pension Plan | 0.00% | New | 418 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 401 | $36K |
| First United Bank & Trust | 0.01% | No change | 400 | $36K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $36K |
| Sentry Investment Management LLC | 0.02% | No change | 393 | $35K |
| Cromwell Holdings LLC | 0.02% | Add +4.0% | 386 | $35K |
| MUFG Securities EMEA plc | 0.00% | New | 353 | $32K |
| Ameritas Advisory Services, LLC | 0.00% | New | 350 | $31K |
| YANKCOM Partnership | 0.01% | No change | 341 | $31K |
| Kestra Investment Management, LLC | 0.00% | No change | 325 | $29K |
| Chesapeake Asset Management LLC | 0.03% | No change | 325 | $29K |
| WPG Advisers, LLC | 0.02% | Add +156.0% | 320 | $29K |
| Boreal Capital Management LLC | 0.03% | — | 317 | $28K |
| Parkside Financial Bank & Trust | 0.00% | No change | 310 | $28K |
| CYBER HORNET ETFs LLC | 0.02% | New | 300 | $27K |
| Gen-Wealth Partners Inc | 0.01% | No change | 300 | $27K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 300 | $27K |
| Caldwell Trust Co | 0.00% | No change | 300 | $27K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 293 | $26K |
| Covestor Ltd | 0.02% | Add +1.4% | 291 | $26K |
| Estabrook Capital Management | 0.00% | Reduce -17.2% | 270 | $24K |
| Costello Asset Management, INC | 0.01% | Add +0.4% | 269 | $24K |
| Clearstead Trust, LLC | 0.00% | Add +3.1% | 267 | $24K |
| Alpine Bank Wealth Management | 0.00% | No change | 233 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 229 | $20K |
| Tortoise Investment Management, LLC | 0.00% | No change | 200 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 199 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -14.1% | 195 | $18K |
| Bell Investment Advisors, Inc | 0.00% | No change | 174 | $16K |
| Heritage Wealth Advisors | 0.00% | No change | 174 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +153.0% | 167 | $15K |
| LRI Investments, LLC | 0.00% | No change | 163 | $15K |
| Sittner & Nelson, LLC | 0.01% | Reduce -40.0% | 150 | $13K |
| Hemington Wealth Management | 0.00% | Add +11.6% | 154 | $13K |
| City State Bank | 0.00% | No change | 141 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.4% | 141 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 133 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 126 | $11K |
| Johnson Financial Group, Inc. | 0.00% | No change | 121 | $11K |
| Eq Wealth Advisors, LLC | 0.01% | No change | 118 | $11K |
| Evolution Wealth Management Inc. | 0.01% | — | 110 | $10K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $10K |
| NewSquare Capital LLC | 0.00% | Add +59.1% | 105 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 105 | $9K |
| Stephens Consulting, LLC | 0.00% | Add +3.0% | 103 | $9K |
| Red Tortoise LLC | 0.00% | No change | 102 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.0% | 101 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 100 | $9K |
| Country Trust Bank | 0.00% | No change | 100 | $9K |
| Maseco LLP | 0.00% | — | 100 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | New | 93 | $8K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 92 | $8K |
| Grove Bank & Trust | 0.00% | Add +11.1% | 90 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +7.5% | 86 | $8K |
| Spire Wealth Management | 0.00% | Reduce -4.5% | 84 | $8K |
| True Wealth Design, LLC | 0.00% | Add +11.0% | 81 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $7K |
| Summit Securities Group LLC | 0.00% | New | 80 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -6.3% | 75 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 73 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 70 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -6.9% | 67 | $6K |
| Binnacle Investments Inc | 0.00% | No change | 63 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 59 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 58 | $5K |
| Roxbury Financial LLC | 0.01% | Add +61.1% | 58 | $5K |
| GW&K Investment Management, LLC | 0.00% | Add +24.4% | 56 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -68.5% | 53 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 51 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -6.3% | 45 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 45 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +616.7% | 43 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 41 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 41 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 39 | $4K |
| ORG Partners LLC | 0.00% | Add +300.0% | 40 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 33 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 30 | $3K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -67.8% | 29 | $3K |
| GFG Capital, LLC | 0.00% | New | 26 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +20.0% | 24 | $2K |
| Howard Hughes Medical Institute | 0.00% | New | 24 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 22 | $2K |
| Essential Partners LLC | 0.00% | — | 19 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +137.5% | 19 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 19 | $2K |
| WealthCollab, LLC | 0.00% | No change | 17 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 16 | $1K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | Reduce -97.5% | 15 | $1K |
| Sachetta, LLC | 0.00% | New | 14 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 9 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | New | 11 | $985 |
| Sierra Ocean, LLC | 0.00% | No change | 9 | $824 |
| Dunhill Financial, LLC | 0.00% | Reduce -65.4% | 9 | $809 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 9 | $806 |
| Nova Wealth Management, Inc. | 0.00% | No change | 8 | $716 |
| Rossby Financial, LCC | 0.00% | New | 8 | $716 |
| Garde Capital, Inc. | 0.00% | No change | 8 | $716 |
| Proathlete Wealth Management LLC | 0.00% | New | 8 | $715 |
| SouthState Bank Corp | 0.00% | No change | 7 | $627 |
| Orion Capital Management LLC | 0.00% | No change | 7 | $626 |
| North Star Investment Management Corp. | 0.00% | New | 7 | $626 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 6 | $555 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 6 | $537 |
| Millstone Evans Group, LLC | 0.00% | No change | 6 | $537 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 6 | $537 |
| Asset Dedication, LLC | 0.00% | No change | 6 | $537 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $448 |
| Clark Wealth Partners | 0.00% | Reduce -16.7% | 5 | $447 |
| HFM Investment Advisors, LLC | 0.00% | Add +66.7% | 5 | $447 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $447 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $447 |
| Quaker Wealth Management, LLC | 0.00% | — | 4 | $358 |
| Activest Wealth Management | 0.00% | Add +0.0% | 4 | $358 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -80.0% | 3 | $269 |
| Hurley Capital, LLC | 0.00% | No change | 1 | $91 |
| Simplex Trading, LLC | 0.00% | Reduce -73.0% | 10 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Avion Wealth | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.