Pinnacle West CapitalPNW

13F holders, Q3 2025 (September 30)
623holders −8
58new positions
61sold out
9famous investors
$89.63avg. 13F price*

At the end of Q3 2025, 623 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, down 8 from Q2 2025. 58 opened new positions and 61 sold out. The largest holders were Capital Research Global Investors ($1.4B), Vanguard Group Inc. ($1.3B) and BlackRock, Inc. ($974.3M). 9 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions58$85.9M
Exits61$120.3M

All 13F filers, Q2 2025 → Q3 2025: 6,973,533 shares bought and 6,640,277 shares sold, net +333,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 623 holders

Capital Research Global Investors 0.27% Add +5.0% 15,853,302 $1.4B
Vanguard Group Inc. 0.02% Reduce -0.7% 14,672,415 $1.3B
BlackRock, Inc. 0.02% Add +2.7% 10,866,953 $974.3M
Barrow Hanley Mewhinney & Strauss LLC 2.06% Add +8.5% 7,223,725 $647.7M
State Street Corp. 0.02% Add +0.5% 6,689,093 $599.7M
Invesco Ltd. 0.06% Reduce -1.7% 4,175,244 $374.4M
ATLAS Infrastructure Partners (UK) Ltd. 14.90% Add +8.0% 3,091,893 $277.2M
Geode Capital Management, LLC 0.02% Add +1.4% 3,067,830 $274.6M
Massachusetts Financial Services Co. 0.08% Add +7.3% 2,983,626 $267.5M
Deutsche Bank AG 0.08% Reduce -13.3% 2,629,371 $235.7M
Morgan Stanley 0.01% Add +1.4% 1,935,861 $173.6M
Reaves W H & Co. Inc. 2.88% Add +21.3% 1,804,114 $161.8M
Pictet Asset Management Holding SA 0.14% Reduce -4.2% 1,666,489 $149.4M
First Trust Advisors LP 0.09% Add +6.3% 1,307,421 $117.2M
Dimensional Fund Advisors LP 0.02% Add +9.9% 1,265,651 $113.5M
Charles Schwab Investment Management Inc. 0.02% Add +0.5% 1,106,875 $99.2M
Two Sigma Investments, LP 0.16% Reduce -14.2% 1,086,297 $97.4M
Bank of America Corp. 0.01% Add +24.4% 1,048,978 $94.1M
Bank of New York Mellon Corp 0.02% Add +0.1% 1,046,300 $93.8M
Two Sigma Advisers, LP 0.19% Reduce -18.8% 1,045,800 $93.8M
Northern Trust Corp. 0.01% Reduce -2.7% 969,158 $86.9M
Franklin Resources Inc. 0.02% Add +0.7% 931,747 $83.5M
Empower Advisory Group, LLC 0.21% Add +1.6% 862,418 $77.3M
Nuveen, LLC 0.02% Reduce -6.9% 824,520 $73.9M
Barclays PLC 0.03% Add +34.7% 760,373 $68.2M
Cincinnati Financial Corp. 1.29% No change 729,460 $65.4M
Squarepoint Ops LLC 0.14% Add +14.4% 718,284 $64.4M
Legal & General Group Plc 0.01% Reduce -3.5% 674,053 $60.4M
Duff & Phelps Investment Management Co. 0.64% No change 624,930 $56.0M
Point72 Asset Management 0.13% Add +22.5% 616,422 $55.3M
Goldman Sachs Group Inc. 0.01% Add +22.5% 580,393 $52.0M
ExodusPoint Capital Management, LP 0.69% Reduce -20.6% 547,709 $49.1M
Perpetual Ltd 0.55% Add +17.5% 493,105 $44.2M
Epoch Investment Partners, Inc. 0.24% Reduce -1.5% 485,692 $43.5M
Newport Trust Company, LLC 0.10% Reduce -3.0% 485,680 $43.5M
Yaupon Capital Management LP 2.23% Add +30.0% 483,649 $43.4M
Victory Capital Management Inc. 0.02% Add +2.5% 448,656 $40.2M
UBS Group AG 0.01% Add +5.2% 441,382 $39.6M
HSBC Holdings PLC 0.02% Add +29.8% 430,580 $38.5M
JPMorgan Chase & Co. 0.00% Reduce -26.1% 395,645 $35.5M
Assenagon Asset Management S.A. 0.05% Reduce -58.1% 394,475 $35.4M
Voloridge Investment Management, LLC 0.12% Add +16.9% 389,037 $34.9M
Treasurer of the State of North Carolina 0.11% Reduce -0.6% 382,259 $34.3M
California Public Employees Retirement System 0.02% Reduce -16.4% 380,392 $34.1M
Gotham Asset Management 0.14% Add +37.4% 367,950 $33.0M
Russell Investments Group, Ltd. 0.04% Reduce -8.3% 368,457 $32.5M
Millennium Management 0.03% Reduce -59.1% 355,314 $31.9M
Jennison Associates LLC 0.02% Reduce -4.6% 352,005 $31.6M
Cubist Systematic Strategies, LLC 0.42% Add +32.6% 332,537 $29.8M
Gabelli Funds LLC 0.21% Add +0.5% 332,100 $29.8M
AQR Capital Management 0.02% Reduce -9.3% 333,275 $29.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -30.1% 316,061 $28.3M
Qube Research & Technologies Ltd 0.04% Add +458.3% 296,963 $26.6M
Cincinnati Insurance Co. 0.41% No change 296,838 $26.6M
Tudor Investment Corporation 0.16% Add +407.8% 273,713 $24.5M
HRT Financial LP 0.09% Add +249.5% 268,586 $24.1M
Citadel Advisors 0.02% Add +36.8% 243,177 $21.8M
Manufacturers Life Insurance Company, The 0.02% Add +3.2% 241,287 $21.6M
Swiss National Bank 0.01% Add +1.6% 231,500 $20.8M
Royal Bank of Canada 0.00% Add +37.5% 226,313 $20.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Reduce -2.0% 224,742 $20.2M
Ameriprise Financial Inc. 0.00% Reduce -1.2% 223,378 $20.0M
Rhumbline Advisers 0.02% Add +0.1% 222,585 $20.0M
Bank of Montreal 0.01% Reduce -1.5% 219,588 $19.7M
Aventail Capital Group, LP 0.92% Reduce -25.0% 215,656 $19.3M
Renaissance Technologies 0.02% Add +773.5% 206,800 $18.5M
Envestnet Asset Management Inc. 0.01% Add +110.5% 202,359 $18.1M
Midwest Trust Co 0.23% Add +0.8% 201,083 $18.0M
Ceredex Value Advisors LLC 0.41% New 197,700 $17.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.82% New 181,710 $16.3M
Amundi 0.01% Add +16.0% 177,706 $16.1M
Stifel Financial Corp. 0.01% Add +2.1% 176,079 $15.8M
Quantinno Capital Management LP 0.04% Add +60.7% 174,399 $15.6M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -44.5% 173,184 $15.5M
Alliancebernstein L.P. 0.00% Reduce -35.1% 172,157 $15.4M
T. Rowe Price Associates Inc. 0.00% Add +1.0% 170,220 $15.3M
Schonfeld Strategic Advisors LLC 0.10% Add +59.5% 164,833 $14.8M
Federated Hermes, Inc. 0.03% Reduce -48.7% 162,886 $14.6M
Skba Capital Management LLC 2.00% Add +0.4% 161,310 $14.5M
Wells Fargo & Company 0.00% Reduce -25.9% 155,306 $13.9M
AE Wealth Management LLC 0.09% Add +9.1% 152,331 $13.7M
Captrust Financial Advisors 0.03% Reduce -15.4% 152,271 $13.7M
Zimmer Partners, LP 0.33% Reduce -70.3% 148,632 $13.3M
Trexquant Investment LP 0.13% New 138,653 $12.4M
Citigroup Inc. 0.01% Add +37.6% 135,893 $12.2M
Principal Financial Group Inc. 0.01% Reduce -6.0% 131,694 $11.8M
Raymond James Financial Inc. 0.00% Reduce -11.5% 125,311 $11.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.0% 124,780 $11.2M
BNP Paribas Financial Markets 0.01% Add +7.6% 123,390 $11.1M
State of Wisconsin Investment Board 0.03% Reduce -3.4% 122,460 $11.0M
Sei Investments Co. 0.01% Reduce -6.6% 121,592 $10.9M
New York State Teachers Retirement System 0.02% Reduce -8.8% 114,820 $10.3M
Channing Capital Management, LLC 0.27% Add +62.9% 114,541 $10.3M
California State Teachers Retirement System 0.01% Add +0.1% 112,495 $10.1M
Dark Forest Capital Management LP 0.37% New 110,992 $10.0M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -78.2% 108,683 $9.7M
Bridgewater Associates 0.04% Add +215.4% 106,291 $9.5M
Harvest Portfolios Group Inc. 0.16% Add +22.2% 99,333 $8.9M
Cerity Partners LLC 0.01% Add +1.8% 94,287 $8.5M
Greenland Capital Management LP 1.35% Add +257.9% 93,470 $8.4M
LSV Asset Management 0.02% Add +44.2% 92,710 $8.3M
Engineers Gate Manager LP 0.09% Add +32.1% 92,306 $8.3M
Magellan Asset Management Ltd 0.09% Add +7.8% 88,249 $7.9M
Sagefield Capital LP 0.86% Add +7.9% 86,231 $7.7M
American Assets Investment Management, LLC 0.55% No change 83,000 $7.4M
FMR LLC 0.00% Reduce -1.1% 77,729 $7.0M
TD Asset Management Inc 0.01% Reduce -4.8% 74,611 $6.7M
Brevan Howard Capital Management LP 0.10% Add +47.5% 73,711 $6.6M
Lazard Asset Management LLC 0.01% Reduce -55.0% 73,260 $6.6M
State Board of Administration of Florida Retirement System 0.01% Reduce -3.4% 72,815 $6.5M
Macquarie Group Ltd. 0.01% Add +13.5% 71,850 $6.4M
HighTower Advisors, LLC 0.01% Add +2.0% 69,524 $6.2M
BTG Pactual Asset Management US LLC 0.74% New 69,322 $6.2M
Guggenheim Capital LLC 0.05% Add +62.8% 68,889 $6.2M
Prudential Financial Inc. 0.01% Reduce -1.0% 67,436 $6.0M
Aquatic Capital Management LLC 0.11% Reduce -42.4% 66,496 $6.0M
LPL Financial LLC 0.00% Add +9.0% 66,012 $5.9M
Beacon Investment Advisory Services, Inc. 0.25% Add +3.5% 65,011 $5.8M
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 64,089 $5.7M
Man Group plc 0.01% New 63,062 $5.7M
American Century Companies Inc. 0.00% Add +2.5% 61,909 $5.6M
Capital Investment Advisors, LLC 0.09% Reduce -1.3% 61,249 $5.5M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -3.4% 60,949 $5.5M
Algert Global LLC 0.09% Add +12.0% 60,212 $5.4M
Jump Financial, LLC 0.07% Reduce -27.9% 59,603 $5.3M
Butensky & Cohen Financial Security, Inc. 1.47% Add +1.6% 58,872 $5.3M
Comerica Bank 0.02% Reduce -4.8% 56,762 $5.1M
Janus Henderson Group PLC 0.00% Add +2.6% 56,731 $5.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +46.3% 55,359 $4.9M
Jane Street Group, LLC 0.01% Add +64.3% 54,183 $4.9M
Cambiar Investors LLC 0.22% Reduce -38.9% 53,752 $4.8M
Police & Firemen's Retirement System of New Jersey 0.04% Add +16.8% 53,044 $4.8M
New York State Common Retirement Fund 0.01% No change 50,613 $4.5M
NEOS Investment Management LLC 0.03% Add +24.2% 49,268 $4.4M
Edgestream Partners, L.P. 0.13% Reduce -69.4% 49,167 $4.4M
Tema ETFs LLC 0.36% Add +24.7% 48,287 $4.3M
Baker Ellis Asset Management LLC 0.53% Reduce -1.0% 47,634 $4.3M
Systematic Financial Management LP 0.10% Add +0.7% 45,040 $4.0M
Gateway Investment Advisers LLC 0.04% Add +0.3% 44,998 $4.0M
Y-Intercept (Hong Kong) Ltd 0.10% Add +164.5% 44,748 $4.0M
Capital Fund Management S.A. 0.04% Reduce -11.0% 44,730 $4.0M
Cetera Investment Advisers 0.00% Add +40.3% 44,697 $4.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -14.4% 45,245 $4.0M
Van Eck Associates Corp. 0.00% Add +6.7% 43,553 $3.9M
Worldquant Millennium Advisors LLC 0.02% Add +433.4% 42,638 $3.8M
Creative Planning 0.00% Add +51.2% 42,500 $3.8M
Atom Investors LP 0.29% Reduce -34.5% 42,048 $3.8M
Commonwealth Equity Services, LLC 0.00% Reduce -5.8% 41,316 $3.7M
Public Employees Retirement System of Ohio 0.01% Add +0.6% 39,979 $3.6M
Lanark Financial, Inc. 0.28% Reduce -0.3% 39,708 $3.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -1.3% 38,407 $3.4M
State of New Jersey Common Pension Fund D 0.01% Add +4.7% 38,391 $3.4M
ProShare Advisors LLC 0.01% Add +36.3% 37,340 $3.3M
DAVENPORT & Co LLC 0.02% Reduce -5.6% 36,862 $3.3M
Bfsg, LLC 0.32% Add +2.1% 36,698 $3.3M
Nisa Investment Advisors, LLC 0.01% Reduce -0.2% 36,687 $3.3M
Arizona State Retirement System 0.02% Add +1.6% 35,331 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +4.5% 34,961 $3.1M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -1.6% 34,828 $3.1M
CANADA LIFE ASSURANCE Co 0.00% No change 34,759 $3.0M
New Age Alpha Advisors, LLC 0.13% Reduce -2.5% 33,392 $3.0M
SG Americas Securities, LLC 0.01% Reduce -53.2% 33,001 $3.0M
Hennion & Walsh Asset Management, Inc. 0.11% Add +12.3% 32,634 $2.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.5% 31,803 $2.9M
Baird Financial Group, Inc. 0.00% Reduce -9.4% 32,549 $2.9M
State of Michigan Retirement System 0.01% Reduce -0.6% 32,261 $2.9M
Nations Financial Group Inc, /Ia/ 0.18% Add +0.9% 31,619 $2.8M
TD Private Client Wealth LLC 0.06% Add +1151.1% 31,265 $2.8M
National Bank of Canada 0.00% Reduce -62.7% 30,960 $2.8M
Credit Agricole S A 0.01% — 30,639 $2.7M
ING Groep NV 0.01% Reduce -64.4% 30,361 $2.7M
Czech National Bank 0.02% Add +3.9% 30,332 $2.7M
Quantbot Technologies LP 0.07% Add +77.9% 30,056 $2.7M
Gifford Fong Associates 0.57% No change 30,000 $2.7M
CWA Asset Management Group, LLC 0.10% Add +14.7% 29,960 $2.7M
Romano Brothers and Company 0.31% Add +15.0% 29,875 $2.7M
Voya Investment Management LLC 0.00% Reduce -20.7% 29,841 $2.7M
MetLife Investment Management, LLC 0.01% Reduce -2.6% 29,624 $2.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -72.0% 28,983 $2.6M
State of Alaska, Department of Revenue 0.03% Reduce -2.2% 28,983 $2.6M
Fulcrum Asset Management LLP 0.70% Add +104.2% 27,984 $2.5M
DNB Asset Management AS 0.01% Add +59.0% 27,806 $2.5M
Occudo Quantitative Strategies LP 0.30% Add +55.1% 27,321 $2.4M
Mercer Global Advisors Inc. 0.00% Reduce -1.5% 27,286 $2.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +20.9% 26,879 $2.4M
iSAM Funds (UK) Ltd 0.49% New 26,866 $2.4M
Aigen Investment Management, LP 0.37% Reduce -42.9% 26,724 $2.4M
Yousif Capital Management, LLC 0.02% Reduce -2.5% 26,036 $2.3M
US Bancorp \de 0.00% Reduce -0.6% 25,961 $2.3M
AlphaQuest LLC 0.15% Reduce -36.0% 25,877 $2.3M
Public Sector Pension Investment Board 0.01% Add +4.6% 25,725 $2.3M
Retirement Systems of Alabama 0.01% Reduce -0.6% 25,476 $2.3M
Rothschild Investment LLC 0.13% Add +0.7% 24,934 $2.2M
Sonora Investment Management Group, LLC 0.16% Reduce -2.0% 24,824 $2.2M
Toronto Dominion Bank 0.00% Reduce -8.4% 24,514 $2.2M
Azimuth Capital Investment Management LLC 0.08% Reduce -0.1% 24,500 $2.2M
Orion Porfolio Solutions, LLC 0.02% Add +4.3% 23,621 $2.1M
SFE Investment Counsel 0.34% Add +1.0% 23,535 $2.1M
Amalgamated Bank 0.01% Reduce -0.8% 23,309 $2.1M
Teacher Retirement System of Texas 0.01% Reduce -20.4% 23,232 $2.1M
Parcion Private Wealth LLC 0.13% Add +0.9% 23,176 $2.1M
Burney Co./ 0.06% Add +5.2% 22,406 $2.0M
UniSuper Management Pty Ltd 0.01% Add +12.7% 22,358 $2.0M
Canada Pension Plan Investment Board 0.00% No change 22,200 $2.0M
Mariner, LLC 0.00% Add +12.8% 21,870 $2.0M
Natixis Advisors, LLC 0.00% Add +0.4% 20,485 $1.8M
R Squared Ltd 0.79% Add +48.1% 20,428 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -10.1% 20,320 $1.8M
Utah Retirement Systems 0.02% Add +3.6% 19,660 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -55.9% 19,178 $1.7M
Fortem Financial Group, LLC 0.47% Add +12.9% 18,334 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 18,253 $1.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +556.4% 18,208 $1.6M
Lido Advisors, LLC 0.01% Add +85.5% 18,159 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -8.7% 17,906 $1.6M
Corient Private Wealth LP 0.00% Reduce -7.1% 16,614 $1.5M
Wealthcare Advisory Partners LLC 0.03% Add +10.8% 16,460 $1.5M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +11.6% 16,425 $1.5M
Vestcor Inc 0.04% Reduce -0.2% 16,405 $1.5M
Caprock Group, LLC 0.04% — 16,070 $1.5M
New York Life Investment Management LLC 0.01% Reduce -0.0% 16,022 $1.4M
Resolution Capital Ltd 0.03% New 15,884 $1.4M
Woodline Partners LP 0.01% Add +22.2% 15,768 $1.4M
Ironwood Investment Counsel, LLC 0.20% Add +107.2% 15,582 $1.4M
Riverwater Partners LLC 0.58% Add +3.8% 15,562 $1.4M
Cincinnati Casualty Co. 0.68% No change 14,958 $1.3M
Twin Capital Management Inc. 0.17% Reduce -1.7% 14,953 $1.3M
Verition Fund Management LLC 0.01% Reduce -67.5% 14,769 $1.3M
CIBC Asset Management Inc 0.00% Reduce -0.0% 14,320 $1.3M
D. E. Shaw & Co. 0.00% Reduce -30.4% 14,298 $1.3M
Xponance LLC 0.01% Reduce -29.5% 14,249 $1.3M
QRG Capital Management, Inc. 0.02% Reduce -57.4% 14,188 $1.3M
Excalibur Management Corp. 0.46% Add +0.3% 13,976 $1.3M
Oregon Public Employees Retirement Fund 0.02% Add +32.6% 13,603 $1.2M
Keystone Financial Planning, Inc. 0.35% Reduce -0.7% 13,259 $1.2M
Ensign Peak Advisors, Inc 0.00% Reduce -54.2% 13,196 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -5.5% 12,943 $1.2M
Portfolio Design Labs, LLC 0.20% New 12,684 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -1.3% 12,673 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.1% 12,668 $1.1M
Oak Thistle LLC 0.17% Reduce -19.2% 12,626 $1.1M
Commerce Bank 0.01% No change 12,581 $1.1M
Rafferty Asset Management, LLC 0.00% Reduce -2.0% 12,572 $1.1M
First Manhattan Co. Llc. 0.00% No change 12,519 $1.1M
CIBC Bancorp USA Inc. 0.01% — 12,194 $1.1M
NovaPoint Capital, LLC 0.26% Add +16.5% 11,950 $1.1M
Bridgefront Capital, LLC 0.31% Add +121.9% 11,627 $1.0M
Sowell Financial Services LLC 0.04% Add +1.9% 11,583 $1.0M
Dynamic Technology Lab Private Ltd 0.18% Reduce -37.8% 11,572 $1.0M
Summit Trail Advisors, LLC 0.01% Add +86.6% 11,576 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -16.1% 11,339 $1.0M
Aristotle Capital Boston, LLC 0.05% New 11,232 $1.0M
MML Investors Services, LLC 0.00% Add +6.6% 11,138 $999K
Ascent Group, LLC 0.03% New 10,993 $986K
Naples Global Advisors, LLC 0.08% No change 10,983 $985K
M&T Bank Corp 0.00% Reduce -27.9% 10,878 $975K
Linden Thomas Advisory Services, LLC 0.10% Add +2.6% 10,772 $966K
Neuberger Berman Group LLC 0.00% Reduce -3.6% 10,734 $962K
D.A. Davidson & Co. 0.01% Add +151.7% 10,586 $949K
Pathstone Holdings, LLC 0.00% Reduce -9.7% 10,280 $922K
Arax Advisory Partners 0.01% Add +4595.9% 10,237 $918K
Exchange Traded Concepts, LLC 0.01% Add +3.7% 10,207 $915K
Pacer Advisors, Inc. 0.00% Reduce -61.9% 10,059 $902K
Whalerock Point Partners, LLC 0.18% No change 10,008 $897K
Regions Financial Corp. 0.01% Add +1.4% 9,923 $890K
Alps Advisors Inc. 0.00% Reduce -72.6% 9,894 $887K
Qsemble Capital Management, LP 0.09% Reduce -2.7% 9,856 $884K
Apollon Wealth Management, LLC 0.02% Add +6.5% 9,761 $875K
Tounjian Advisory Partners, LLC 0.29% New 9,746 $874K
Cincinnati Specialty Underwriters Insurance CO 0.20% No change 9,720 $871K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.2% 9,522 $854K
Public Employees Retirement Association of Colorado 0.00% Reduce -26.3% 9,071 $813K
Blueshift Asset Management, LLC 0.25% Add +48.9% 9,019 $809K
Wilkinson Global Asset Management LLC 0.05% No change 9,000 $807K
Teachers Retirement System of the State of Kentucky 0.01% No change 8,901 $798K
Mirador Capital Partners LP 0.11% Reduce -2.9% 8,894 $797K
MCF Advisors LLC 0.05% Add +50.6% 8,852 $794K
Silver Lake Advisory, LLC 0.31% Add +0.8% 8,804 $789K
Mizuho Securities USA LLC 0.02% Add +5.3% 8,698 $777K
Viawealth, LLC 0.42% Reduce -3.1% 8,650 $776K
Daiwa Securities Group Inc. 0.00% Add +5.6% 8,636 $774K
Kuhn & Co Investment Counsel 0.61% No change 8,596 $771K
IFM Investors Pty Ltd 0.01% No change 8,608 $747K
Bank of Nova Scotia 0.00% Reduce -85.9% 8,298 $744K
Point72 (DIFC) Ltd 0.05% Reduce -46.9% 8,237 $738K
Walleye Trading LLC 0.01% New 8,119 $728K
Vident Advisory, LLC 0.01% Add +93.3% 8,087 $725K
Federation des caisses Desjardins du Quebec 0.00% New 8,013 $718K
Synovus Financial Corp. 0.01% Reduce -0.3% 7,848 $704K
Thrivent Financial for Lutherans 0.00% Add +41.6% 7,817 $701K
MADDEN SECURITIES Corp 0.21% Reduce -4.6% 7,800 $699K
Sherbrooke Park Advisers LLC 0.32% Add +53.3% 7,778 $697K
Arvest Bank Trust Division 0.04% Reduce -3.6% 7,580 $680K
Sterling Capital Management LLC 0.01% Reduce -35.8% 7,366 $660K
Sciencast Management LP 0.12% New 7,305 $655K
Norinchukin Bank, The 0.01% Add +4.9% 7,254 $650K
Intech Investment Management LLC 0.01% Reduce -43.7% 7,191 $645K
MQS Management LLC 0.37% New 7,139 $640K
Natixis 0.00% Reduce -44.7% 7,106 $637K
Probity Advisors, Inc. 0.10% Add +10.8% 7,006 $628K
Hartford Investment Management Co. 0.02% Reduce -3.8% 6,965 $624K
Entropy Technologies, LP 0.05% Reduce -68.1% 6,951 $623K
Focus Partners Wealth 0.00% Reduce -15.1% 6,692 $600K
NewEdge Advisors, LLC 0.00% Add +776.2% 6,554 $588K
Farther Finance Advisors, LLC 0.01% Add +103.7% 6,544 $587K
Mather Group, Llc. 0.01% Add +55.2% 6,539 $586K
Panagora Asset Management Inc. 0.00% Reduce -57.9% 6,474 $580K
Syon Capital LLC 0.03% Add +17.3% 6,470 $580K
Meeder Advisory Services, Inc. 0.03% Add +65.2% 6,430 $577K
Sequoia Financial Advisors, LLC 0.00% Reduce -47.9% 6,408 $575K
Aberdeen Group plc 0.00% Reduce -7.7% 6,455 $566K
Janney Montgomery Scott LLC 0.00% Reduce -20.0% 6,299 $565K
Louisiana State Employees Retirement System 0.01% No change 6,300 $565K
Profund Advisors LLC 0.02% Add +4.0% 6,243 $560K
Cwm, LLC 0.00% Add +7.6% 6,089 $546K
Neo Ivy Capital Management 0.13% New 6,038 $541K
Tower Research Capital LLC (TRC) 0.01% Add +240.3% 6,024 $540K
Marshall Financial Group, LLC 0.10% No change 5,996 $538K
Park Avenue Securities LLC 0.00% Add +13.0% 5,831 $523K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -2.7% 5,815 $521K
Maryland State Retirement & Pension System 0.01% No change 5,790 $519K
Jones Financial Companies LLLP 0.00% Add +38.3% 5,968 $518K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 5,719 $513K
Arvest Investments, Inc. 0.07% Reduce -0.8% 5,681 $509K
Securian Asset Management, Inc. 0.01% Reduce -9.3% 5,663 $508K
CSU Producer Resources, Inc. 1.48% No change 5,602 $502K
SummitTX Capital, L.P. 0.02% Reduce -91.8% 5,549 $498K
Swiss Life Asset Management Ltd 0.00% Add +71.9% 5,459 $489K
Rakuten Investment Management, Inc. 0.00% — 24,912 $486K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +48.9% 5,416 $484K
New Mexico Educational Retirement Board 0.01% No change 5,360 $481K
Bessemer Group Inc. 0.00% Add +0.6% 5,361 $480K
Prelude Capital Management, LLC 0.04% New 5,240 $470K
Vise Technologies, Inc. 0.02% Reduce -19.9% 5,227 $469K
Inscription Capital, LLC 0.05% Add +53.2% 5,173 $464K
Centennial Wealth Advisory LLC 0.13% Add +7.9% 5,169 $464K
1620 Investment Advisors, Inc. 0.32% Add +3.0% 5,165 $463K
TCI Wealth Advisors, Inc. 0.03% Add +0.6% 5,078 $455K
Contravisory Investment Management, Inc. 0.09% Reduce -0.5% 5,056 $453K
LMR Partners LLP 0.01% Reduce -59.3% 5,037 $452K
Bryce Point Capital, LLC 0.54% New 4,968 $445K
Los Angeles Capital Management LLC 0.00% New 4,967 $445K
Arrowstreet Capital, Limited Partnership 0.00% New 4,924 $441K
Key Financial Inc 0.08% No change 4,900 $432K
Savant Capital, LLC 0.00% Add +12.3% 4,811 $431K
Merit Financial Group, LLC 0.00% Add +6.8% 4,760 $427K
Chelsea Counsel Co. 0.19% No change 4,759 $427K
Oppenheimer & Co. Inc. 0.01% Add +13.2% 4,708 $422K
Glenmede Investment Management, LP 0.00% Add +0.8% 4,621 $414K
Stratos Wealth Partners, LTD. 0.00% Reduce -27.0% 4,580 $411K
Sanctuary Advisors, LLC 0.00% Reduce -41.6% 4,552 $408K
New Hampshire Trust 0.08% Add +0.5% 4,512 $405K
Aviance Capital Partners, LLC 0.05% Add +7.1% 4,500 $403K
Quadrant Capital Group LLC 0.01% Reduce -7.1% 4,402 $395K
Mackenzie Financial Corp. 0.00% Add +0.2% 4,402 $395K
Boothbay Fund Management, LLC 0.01% Add +7.7% 4,362 $391K
Asset Management One Co., Ltd. 0.00% Add +9.1% 4,310 $386K
CIBC Private Wealth Group LLC 0.00% Add +20.0% 4,307 $386K
Rockefeller Capital Management L.P. 0.00% New 4,218 $378K
Equitable Holdings, Inc. 0.00% Reduce -1.2% 4,179 $375K
Advisory Services Network, LLC 0.01% Add +5.8% 4,174 $374K
Empirical Finance, LLC 0.02% Add +1.1% 4,164 $373K
Virtus Advisers, LLC 0.21% No change 4,145 $372K
Mgo One Seven LLC 0.01% Reduce -0.2% 4,126 $370K
Inceptionr LLC 0.09% Reduce -67.0% 4,081 $366K
Beacon Pointe Advisors, LLC 0.00% New 4,076 $365K
Verity Asset Management, Inc. 0.12% Reduce -5.5% 4,061 $364K
IFP Advisors, Inc 0.01% Add +8.2% 4,035 $362K
Fifth Third Bancorp 0.00% Add +9.5% 3,989 $358K
Aaron Wealth Advisors LLC 0.02% New 3,875 $347K
Capstone Investment Advisors, LLC 0.00% Reduce -25.6% 3,857 $346K
Mutual Advisors, LLC 0.01% Reduce -59.3% 3,721 $344K
Tidal Investments LLC 0.00% Add +29.1% 3,813 $342K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -0.1% 3,807 $341K
Private Advisor Group, LLC 0.00% Reduce -49.0% 3,785 $339K
Waverly Advisors, LLC 0.00% Reduce -8.9% 3,779 $339K
Intrua Financial, LLC 0.04% Reduce -10.7% 3,756 $337K
Spirit of America Management Corp. 0.07% Add +131.3% 3,700 $332K
Bedel Financial Consulting, Inc. 0.04% No change 3,690 $331K
Nomura Asset Management Co. Ltd. 0.00% Add +6.8% 3,660 $328K
Compound Planning, Inc. 0.01% Add +0.3% 3,586 $322K
FORA Capital, LLC 0.06% New 3,574 $320K
Truist Financial Corp. 0.00% Add +11.1% 3,566 $320K
Parallel Advisors, LLC 0.01% Reduce -1.8% 3,491 $313K
Principia Wealth Advisory, LLC 0.22% Add +1.2% 3,486 $313K
Scientech Research LLC 0.11% Reduce -65.7% 3,468 $311K
GTS Securities LLC 0.01% New 3,461 $310K
Bradley Foster & Sargent Inc. 0.00% Reduce -7.0% 3,395 $304K
HUB Investment Partners, LLC 0.01% New 3,348 $300K
Chicago Partners Investment Group LLC 0.01% Add +24.6% 3,281 $298K
Wedbush Securities Inc. 0.01% Reduce -11.0% 3,251 $291K
Mufg Securities Americas Inc. 0.02% Add +21.7% 3,221 $289K
&partners 0.00% Add +5.0% 3,220 $289K
Huntington National Bank 0.00% Reduce -8.5% 3,211 $288K
Moody National Bank Trust Division 0.02% Reduce -0.5% 3,210 $288K
NorthCoast Asset Management LLC 0.00% Add +4.1% 3,174 $285K
Investment Advisory Services Inc. /TX 0.09% No change 3,174 $285K
Zacks Investment Management 0.00% Reduce -2.0% 3,150 $282K
Lifeworks Advisors, LLC 0.04% New 3,140 $282K
Empowered Funds, LLC 0.00% Add +2.5% 3,050 $273K
Brighton Jones LLC 0.01% Add +30.2% 3,032 $272K
Envestnet Portfolio Solutions, Inc. 0.00% Add +19.5% 3,004 $269K
DF Dent & Co. Inc. 0.00% No change 3,000 $269K
Coldstream Capital Management Inc. 0.00% Reduce -2.5% 2,983 $267K
Holland Advisory Services, Inc. 0.37% No change 2,976 $267K
Jain Global LLC 0.00% New 2,947 $264K
KBC Group NV 0.00% No change 2,930 $263K
GAMMA Investing LLC 0.01% Add +21.6% 2,919 $262K
Nomura Holdings Inc. 0.00% New 2,869 $257K
STRS Ohio 0.00% Add +0.1% 2,849 $255K
Wexford Capital LP 0.08% New 2,849 $255K
M.E. Allison & Co., Inc. 0.18% No change 2,847 $255K
HB Wealth Management, LLC 0.00% New 2,809 $252K
Praxis Investment Management Inc. 0.01% No change 2,760 $247K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.16% No change 2,800 $247K
International Private Wealth Advisors LLC 0.15% Reduce -10.1% 2,723 $244K
Axq Capital, LP 0.09% New 2,684 $241K
Metis Global Partners, LLC 0.01% Reduce -4.7% 2,674 $240K
Ethic Inc. 0.00% Reduce -26.0% 2,658 $238K
Old Port Advisors 0.06% Reduce -18.4% 2,620 $235K
Versor Investments LP 0.04% Reduce -19.2% 2,604 $233K
JBR Co Financial Management Inc 0.10% Reduce -2.3% 2,588 $232K
Johnson Investment Counsel Inc. 0.00% Reduce -0.2% 2,585 $232K
Crewe Advisors LLC 0.02% Add +0.6% 2,580 $231K
Armstrong Advisory Group, Inc. 0.02% No change 2,526 $226K
Moors & Cabot, Inc. 0.01% Reduce -1.6% 2,516 $226K
Wesbanco Bank Inc. 0.01% Reduce -0.4% 2,491 $223K
DGS Capital Management, LLC 0.04% New 2,489 $223K
TriaGen Wealth Management LLC 0.06% No change 2,477 $222K
Virtu Financial LLC 0.01% Reduce -86.1% 2,472 $222K
Carl P. Sherr & Co., LLC 0.10% No change 2,400 $215K
Longboard Asset Management, LP 0.35% No change 2,387 $214K
Calton & Associates, Inc. 0.03% New 2,363 $212K
Patton Fund Management, Inc. 0.04% No change 2,349 $211K
Valeo Financial Advisors, LLC 0.00% Reduce -1.7% 2,319 $208K
Wealthspire Advisors, LLC 0.00% Reduce -19.6% 2,314 $207K
South Dakota Investment Council 0.00% Reduce -14.8% 2,300 $206K
Integrated Wealth Concepts LLC 0.00% New 2,295 $206K
MUFG Securities EMEA plc 0.01% Add +547.6% 2,286 $205K
Red Mountain Financial, LLC 0.20% No change 2,250 $202K
United Capital Financial Advisors, LLC 0.00% New 2,245 $201K
Babb Wealth Advisors LLC 0.13% No change 2,239 $201K
Ballentine Partners, LLC 0.00% Reduce -0.9% 2,235 $200K
Point72 Europe (London) LLP 0.01% New 2,228 $200K
Canada Post Corp Registered Pension Plan 0.01% Add +413.9% 2,148 $188K
Shell Asset Management Co. 0.02% Reduce -54.7% 1,906 $171K
Silvant Capital Management LLC 0.01% No change 1,808 $162K
Horizon Investments, LLC 0.00% Reduce -1.0% 1,758 $156K
Global Retirement Partners, LLC 0.00% Reduce -2.9% 1,682 $151K
City Holding Co. 0.02% Reduce -4.3% 1,656 $148K
Fortitude Family Office, LLC 0.04% Reduce -0.1% 1,637 $147K
CI Investments Inc. 0.00% Reduce -37.0% 1,617 $145K
HM Payson & Co. 0.00% Add +173.1% 1,611 $144K
Danske Bank A/S 0.00% No change 1,600 $143K
MAI Capital Management 0.00% Reduce -0.6% 1,597 $143K
Geneos Wealth Management Inc. 0.00% Reduce -25.6% 1,594 $143K
UMB Bank, n.a. 0.00% Add +22.1% 1,544 $138K
Principal Securities, Inc. 0.00% Add +4.5% 1,493 $134K
CX Institutional 0.00% Add +2.6% 1,396 $125K
Resona Asset Management Co.,Ltd. 0.00% Add +12.3% 1,408 $123K
Signaturefd, LLC 0.00% Reduce -1.5% 1,353 $121K
Larson Financial Group LLC 0.00% Add +4.9% 1,347 $121K
Assetmark, Inc. 0.00% Reduce -0.1% 1,341 $120K
Tidemark, LLC 0.03% No change 1,317 $118K
Hantz Financial Services, Inc. 0.00% Add +471.6% 1,309 $117K
Y.D. More Investments Ltd 0.01% Reduce -22.6% 1,254 $112K
North Ridge Wealth Advisors, Inc. 0.06% No change 1,230 $110K
Salomon & Ludwin, LLC 0.01% Add +3.6% 1,124 $101K
Ameritas Investment Partners, Inc. 0.00% No change 1,093 $98K
GPS Wealth Strategies Group, LLC 0.01% Reduce -23.4% 1,036 $93K
Prestige Wealth Management Group LLC 0.02% No change 1,035 $93K
Blue Trust, Inc. 0.00% Reduce -2.9% 1,022 $92K
Private Trust Co. NA 0.01% Add +0.7% 1,015 $91K
MJT & Associates Financial Advisory Group, Inc. 0.07% No change 1,011 $91K
Quarry LP 0.02% Reduce -60.6% 1,005 $90K
Hussman Strategic Advisors, Inc. 0.02% No change 1,000 $90K
TD Waterhouse Canada Inc. 0.00% Reduce -1.2% 1,001 $88K
Brown Brothers Harriman & Co. 0.00% Add +102.1% 966 $87K
Ancora Advisors LLC 0.00% No change 950 $85K
Versant Capital Management, Inc 0.01% Add +10.8% 935 $84K
St Germain D J Co. Inc. 0.00% Reduce -17.7% 932 $84K
Allworth Financial LP 0.00% Reduce -13.8% 903 $81K
AdvisorNet Financial, Inc 0.00% Reduce -93.4% 894 $80K
Asset Planning,Inc 0.06% No change 850 $76K
Harbour Investments, Inc. 0.00% No change 842 $75K
Montag A & Associates Inc. 0.00% No change 800 $72K
Delta Asset Management LLC 0.01% Reduce -2.6% 756 $68K
CNB Bank 0.03% No change 715 $64K
First Command Advisory Services, Inc. 0.00% No change 700 $63K
Manchester Capital Management LLC 0.01% No change 698 $63K
Tsfg, LLC 0.01% No change 631 $57K
First Horizon Corp. 0.00% — 609 $55K
Trust Co 0.01% No change 597 $54K
Steward Partners Investment Advisory, LLC 0.00% Add +17.3% 596 $53K
Kennebec Savings Bank 0.05% Add +5.2% 584 $52K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 574 $51K
CENTRAL TRUST Co 0.00% No change 550 $49K
EverSource Wealth Advisors, LLC 0.00% Reduce -59.0% 546 $49K
MassMutual Private Wealth & Trust, FSB 0.00% Add +27.5% 542 $49K
DekaBank Deutsche Girozentrale 0.00% No change 534 $47K
Rise Advisors, LLC 0.02% Add +0.4% 503 $45K
Roble, Belko & Company, Inc 0.01% No change 500 $45K
First Financial Corp. 0.02% No change 500 $45K
Creative Capital Management Investments LLC 0.01% No change 500 $45K
Pacific Center for Financial Services 0.01% No change 500 $45K
Alerus Financial NA 0.00% No change 489 $44K
Brown, Lisle/Cummings, Inc. 0.01% No change 450 $40K
Whittier Trust Co. 0.00% No change 444 $40K
Cornerstone Planning Group LLC 0.01% Add +4616.7% 1,132 $37K
Cape Investment Advisory, Inc. 0.04% No change 401 $36K
First United Bank & Trust 0.01% No change 400 $36K
Monetary Management Group Inc. 0.01% No change 400 $36K
CoreCap Advisors, LLC 0.00% Add +103.6% 397 $36K
Cromwell Holdings LLC 0.02% No change 386 $35K
YANKCOM Partnership 0.01% No change 341 $31K
Sentry Investment Management LLC 0.02% Reduce -16.3% 329 $30K
WPG Advisers, LLC 0.02% Add +4.1% 333 $30K
Quent Capital, LLC 0.00% New 333 $30K
Bayforest Capital Ltd 0.01% New 329 $29K
Chesapeake Asset Management LLC 0.03% No change 325 $29K
Boreal Capital Management LLC 0.03% No change 317 $28K
CYBER HORNET ETFs LLC 0.02% Add +3.3% 310 $28K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -95.7% 305 $27K
Gen-Wealth Partners Inc 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 0.01% Reduce -1.0% 288 $26K
Parkside Financial Bank & Trust 0.00% Reduce -11.0% 276 $25K
Costello Asset Management, INC 0.01% Add +0.4% 270 $24K
Estabrook Capital Management 0.00% No change 270 $24K
Clearstead Trust, LLC 0.00% No change 267 $24K
Root Financial Partners, LLC 0.00% New 267 $24K
SJS Investment Consulting Inc. 0.00% Add +2477.8% 232 $21K
Clearstead Advisors, LLC 0.00% Add +25.1% 209 $19K
Walleye Capital LLC 0.00% Reduce -99.2% 209 $19K
Summit Securities Group LLC 0.01% Add +158.8% 207 $19K
Tortoise Investment Management, LLC 0.00% Add +0.5% 201 $18K
Trust Co. of Vermont 0.00% No change 199 $18K
Bell Investment Advisors, Inc 0.00% No change 174 $16K
Heritage Wealth Advisors 0.00% No change 174 $16K
LRI Investments, LLC 0.00% No change 163 $15K
Robinswood Financial LLC 0.00% New 160 $14K
Smartleaf Asset Management LLC 0.00% Add +110.7% 158 $14K
Johnson Financial Group, Inc. 0.00% Add +25.6% 152 $14K
Hemington Wealth Management 0.00% Reduce -3.3% 149 $13K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -1.5% 131 $12K
Pinnacle Bancorp, Inc. 0.00% No change 126 $11K
Steigerwald, Gordon & Koch Inc. 0.00% New 125 $11K
Wilmington Savings Fund Society, FSB 0.00% Add +316.7% 125 $11K
SBI Securities Co., Ltd. 0.00% Reduce -11.3% 125 $11K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 124 $11K
SRH Advisors, LLC 0.00% No change 110 $10K
True Wealth Design, LLC 0.00% Add +32.1% 107 $10K
Strategic Wealth Partners, Ltd. 0.00% No change 105 $9K
Red Tortoise LLC 0.00% No change 102 $9K
Bartlett & Co. Wealth Management LLC 0.00% No change 101 $9K
Stephens Consulting, LLC 0.00% Reduce -2.9% 100 $9K
BOK Financial Private Wealth, Inc. 0.00% No change 100 $9K
Country Trust Bank 0.00% No change 100 $9K
Signature Resources Capital Management, LLC 0.00% No change 93 $8K
Spire Wealth Management 0.00% Add +9.5% 92 $8K
Financial Perspectives, Inc 0.00% No change 81 $7K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -7.0% 80 $7K
Sound Income Strategies, LLC 0.00% Add +79.1% 77 $7K
Farmers & Merchants Investments Inc. 0.00% No change 75 $7K
Essential Partners LLC 0.00% Add +284.2% 73 $7K
Foster Dykema Cabot & Partners, LLC 0.00% No change 73 $7K
Piscataqua Savings Bank 0.00% No change 70 $6K
JFS Wealth Advisors, LLC 0.00% No change 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 0.00% No change 58 $5K
Grove Bank & Trust 0.00% Reduce -42.2% 52 $5K
Bruce G. Allen Investments, LLC 0.00% No change 51 $5K
GW&K Investment Management, LLC 0.00% Reduce -19.6% 45 $4K
Colonial Trust Co / SC 0.00% Reduce -6.7% 42 $4K
Private Wealth Management Group, LLC 0.00% No change 41 $4K
Anfield Capital Management, LLC 0.00% No change 41 $4K
Physician Wealth Advisors, Inc. 0.00% Add +105.3% 39 $3K
Sunbelt Securities, Inc. 0.00% New 35 $3K
Wiser Advisor Group LLC 0.00% New 33 $3K
Pacifica Partners Inc. 0.00% No change 33 $3K
ORG Partners LLC 0.00% Reduce -27.5% 29 $3K
Advanced Portfolio Management, LLC 0.01% New 28 $3K
Thompson Investment Management, Inc. 0.00% New 28 $3K
Howard Hughes Medical Institute 0.00% Add +4.2% 25 $2K
Wealth Preservation Advisors, LLC 0.00% No change 22 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 19 $2K
United Community Bank 0.00% New 18 $2K
WealthCollab, LLC 0.00% No change 17 $2K
Lowe Wealth Advisors, LLC 0.00% Reduce -66.0% 17 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 15 $1K
Wealth Watch Advisors, INC 0.00% New 13 $1K
Transamerica Financial Advisors, LLC 0.00% New 12 $1K
Cloud Capital Management, LLC 0.00% New 18 $1K
Winthrop Capital Management, LLC 0.00% No change 9 $1K
Capital Advisors, Ltd. LLC 0.00% Add +200.0% 9 $1K
Maryland Capital Advisors Inc. 0.00% No change 11 $987
Bogart Wealth, LLC 0.00% Reduce -37.5% 10 $906
Dunhill Financial, LLC 0.00% No change 9 $811
Nova Wealth Management, Inc. 0.00% No change 8 $717
Rossby Financial, LCC 0.00% No change 8 $705
Orion Capital Management LLC 0.00% No change 7 $628
North Star Investment Management Corp. 0.00% No change 7 $628
Evolution Wealth Management Inc. 0.00% Reduce -94.5% 6 $538
Millstone Evans Group, LLC 0.00% No change 6 $538
Heartwood Wealth Advisors LLC 0.00% New 6 $538
WestEnd Advisors, LLC 0.00% New 6 $538
Asset Dedication, LLC 0.00% No change 6 $538
Bay Harbor Wealth Management, LLC 0.00% Add +20.0% 6 $537
Elevation Wealth Partners, LLC 0.00% New 5 $449
HFM Investment Advisors, LLC 0.00% No change 5 $448
IAG Wealth Partners, LLC 0.00% No change 5 $448
Hughes Financial Services, LLC 0.00% New 5 $439
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $359
Quaker Wealth Management, LLC 0.00% No change 4 $359
Rialto Wealth Management, LLC 0.00% No change 3 $269
Seneschal Advisors, LLC 0.00% New 2 $180
Activest Wealth Management 0.00% Reduce -50.0% 2 $179
Clark Wealth Partners 0.00% Reduce -60.0% 2 $177
Hurley Capital, LLC 0.00% No change 1 $92

"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.