Pinnacle West CapitalPNW
13F holders, Q4 2025 (December 31)660holders +37
63new positions
45sold out
9famous investors
$88.72avg. 13F price*
At the end of Q4 2025, 660 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 37 from Q3 2025. 63 opened new positions and 45 sold out. The largest holders were Vanguard Group Inc. ($1.3B), Capital Research Global Investors ($1.2B) and BlackRock, Inc. ($1.0B). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Pinnacle West Capital
- Sector
- Utilities
- CUSIP
- 723484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $429.9M |
| Exits | 45 | $81.2M |
All 13F filers, Q3 2025 → Q4 2025: 12,684,808 shares bought and 9,011,484 shares sold, net +3,673,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 660 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 14,661,160 | $1.3B |
| Capital Research Global Investors | 0.22% | Reduce -15.1% | 13,466,845 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +8.6% | 11,801,546 | $1.0B |
| State Street Corp. | 0.02% | Add +3.8% | 6,940,809 | $615.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.97% | Reduce -7.5% | 6,684,100 | $592.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | 19.84% | Add +44.3% | 4,461,243 | $395.7M |
| Invesco Ltd. | 0.04% | Add +1.8% | 4,249,267 | $376.9M |
| Geode Capital Management, LLC | 0.02% | Add +0.9% | 3,095,691 | $274.1M |
| Soroban Capital Partners LP | 1.89% | New | 2,877,404 | $258.0M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -2.8% | 2,900,385 | $257.3M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 1,887,965 | $167.5M |
| Reaves W H & Co. Inc. | 2.67% | Reduce -4.7% | 1,719,774 | $152.5M |
| Two Sigma Advisers, LP | 0.29% | Add +58.6% | 1,658,191 | $147.1M |
| Norges Bank | 0.01% | — | 1,583,634 | $140.5M |
| Pictet Asset Management Holding SA | 0.13% | Reduce -9.0% | 1,516,460 | $134.5M |
| First Trust Advisors LP | 0.09% | Add +4.9% | 1,371,150 | $121.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.2% | 1,318,711 | $117.0M |
| Two Sigma Investments, LP | 0.18% | Add +20.5% | 1,309,421 | $116.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 1,117,500 | $99.1M |
| Squarepoint Ops LLC | 0.20% | Add +54.1% | 1,106,609 | $98.2M |
| Franklin Resources Inc. | 0.02% | Add +15.5% | 1,075,941 | $95.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -7.4% | 968,416 | $85.9M |
| Northern Trust Corp. | 0.01% | Reduce -5.0% | 920,956 | $81.7M |
| Assenagon Asset Management S.A. | 0.12% | Add +133.4% | 920,687 | $81.7M |
| Empower Advisory Group, LLC | 0.21% | Add +0.0% | 862,517 | $76.5M |
| Bank of America Corp. | 0.01% | Reduce -19.1% | 848,960 | $75.3M |
| Nuveen, LLC | 0.02% | Reduce -0.1% | 823,499 | $73.0M |
| Barclays PLC | 0.03% | Add +1.0% | 768,045 | $68.1M |
| Balyasny Asset Management L.P. | 0.13% | New | 766,721 | $68.0M |
| Cincinnati Financial Corp. | 1.26% | No change | 729,460 | $64.7M |
| Point72 Asset Management | 0.10% | Add +13.3% | 698,394 | $61.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.3% | 669,389 | $59.4M |
| Wellington Management Group LLP | 0.01% | New | 646,891 | $57.4M |
| HSBC Holdings PLC | 0.03% | Add +49.9% | 645,487 | $57.3M |
| Duff & Phelps Investment Management Co. | 0.63% | No change | 624,930 | $55.4M |
| Legal & General Group Plc | 0.01% | Reduce -10.6% | 602,839 | $53.5M |
| Qube Research & Technologies Ltd | 0.08% | Add +101.5% | 598,297 | $53.1M |
| Yaupon Capital Management LP | 2.23% | Add +5.8% | 511,553 | $45.4M |
| Epoch Investment Partners, Inc. | 0.25% | Add +4.0% | 505,252 | $44.8M |
| Gotham Asset Management | 0.16% | Add +37.0% | 504,112 | $44.7M |
| Perpetual Ltd | 0.64% | Add +1.2% | 499,007 | $44.3M |
| Citadel Advisors | 0.03% | Add +98.3% | 482,243 | $42.8M |
| Newport Trust Company, LLC | 0.10% | Reduce -3.0% | 471,080 | $41.8M |
| Deutsche Bank AG | 0.01% | Reduce -83.6% | 431,960 | $38.3M |
| UBS Group AG | 0.01% | Reduce -3.9% | 424,386 | $37.6M |
| Renaissance Technologies | 0.06% | Add +99.9% | 413,400 | $36.7M |
| Voloridge Investment Management, LLC | 0.12% | Add +3.0% | 400,683 | $35.5M |
| AQR Capital Management | 0.02% | Add +13.3% | 377,541 | $33.5M |
| Victory Capital Management Inc. | 0.02% | Reduce -20.5% | 356,525 | $31.6M |
| HRT Financial LP | 0.10% | Add +28.9% | 346,331 | $30.7M |
| Gabelli Funds LLC | 0.20% | Add +0.5% | 333,600 | $29.6M |
| California Public Employees Retirement System | 0.02% | Reduce -16.6% | 317,076 | $28.1M |
| Treasurer of the State of North Carolina | 0.09% | Reduce -17.3% | 316,246 | $28.1M |
| Cincinnati Insurance Co. | 0.40% | No change | 296,838 | $26.3M |
| Quantinno Capital Management LP | 0.05% | Add +64.0% | 286,092 | $25.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.5% | 278,766 | $24.7M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.21% | Add +53.0% | 277,946 | $24.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -12.1% | 277,709 | $24.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.3% | 241,928 | $21.5M |
| Millennium Management | 0.02% | Reduce -33.7% | 235,629 | $20.9M |
| Swiss National Bank | 0.01% | Add +1.7% | 235,500 | $20.9M |
| Bank of Montreal | 0.01% | Add +7.2% | 235,404 | $20.9M |
| Jennison Associates LLC | 0.01% | Reduce -34.4% | 230,932 | $20.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Reduce -0.4% | 223,904 | $19.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.2% | 222,894 | $19.8M |
| BNP Paribas Financial Markets | 0.01% | Add +80.0% | 222,040 | $19.7M |
| Rhumbline Advisers | 0.02% | Reduce -1.8% | 218,553 | $19.4M |
| Royal Bank of Canada | 0.00% | Reduce -6.5% | 211,551 | $18.8M |
| Trexquant Investment LP | 0.17% | Add +52.6% | 211,527 | $18.8M |
| Midwest Trust Co | 0.22% | Reduce -1.9% | 197,206 | $17.5M |
| Amundi | 0.01% | Add +8.7% | 193,227 | $17.1M |
| Cerity Partners LLC | 0.02% | Add +98.0% | 186,639 | $16.6M |
| Capital World Investors | 0.00% | New | 175,506 | $15.6M |
| Bridgewater Associates | 0.06% | Add +63.7% | 174,043 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.7% | 172,718 | $15.3M |
| State of Wisconsin Investment Board | 0.03% | Add +39.7% | 171,063 | $15.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce 0.0% | 170,219 | $15.1M |
| Ceredex Value Advisors LLC | 0.44% | Reduce -15.7% | 166,650 | $14.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +51.8% | 164,986 | $14.6M |
| Stifel Financial Corp. | 0.01% | Reduce -7.8% | 162,437 | $14.4M |
| Federated Hermes, Inc. | 0.02% | Reduce -0.3% | 162,412 | $14.4M |
| AE Wealth Management LLC | 0.08% | Add +4.8% | 159,584 | $14.2M |
| Skba Capital Management LLC | 2.00% | Reduce -1.5% | 158,830 | $14.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 153,239 | $13.6M |
| Tudor Investment Corporation | 0.08% | Reduce -45.8% | 148,492 | $13.2M |
| Sei Investments Co. | 0.01% | Add +20.7% | 146,727 | $13.0M |
| Edgestream Partners, L.P. | 0.36% | Add +197.1% | 146,051 | $13.0M |
| Captrust Financial Advisors | 0.02% | Reduce -7.5% | 140,933 | $12.5M |
| American Century Companies Inc. | 0.01% | Add +125.1% | 139,347 | $12.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +11.1% | 138,626 | $12.2M |
| Zimmer Partners, LP | 0.32% | Reduce -8.2% | 136,455 | $12.1M |
| LSV Asset Management | 0.03% | Add +46.4% | 135,710 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 135,194 | $12.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -21.5% | 135,124 | $12.0M |
| Aventail Capital Group, LP | 0.63% | Reduce -42.7% | 123,629 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 118,909 | $10.5M |
| Citigroup Inc. | 0.01% | Reduce -14.3% | 116,506 | $10.3M |
| Aquatic Capital Management LLC | 0.29% | Add +73.0% | 115,024 | $10.2M |
| California State Teachers Retirement System | 0.01% | Add +1.1% | 113,685 | $10.1M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -32.8% | 110,755 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.1% | 110,090 | $9.8M |
| Harvest Portfolios Group Inc. | 0.17% | Add +8.8% | 108,098 | $9.6M |
| Jump Financial, LLC | 0.12% | Add +65.5% | 98,616 | $8.7M |
| Creative Planning | 0.01% | Add +131.7% | 98,453 | $8.7M |
| Magellan Asset Management Ltd | 0.10% | Add +4.8% | 92,503 | $8.2M |
| BTG Pactual Asset Management US LLC | 0.89% | Add +29.0% | 89,414 | $7.9M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | New | 84,333 | $7.5M |
| FMR LLC | 0.00% | Add +7.4% | 83,456 | $7.4M |
| American Assets Investment Management, LLC | 0.51% | No change | 83,000 | $7.4M |
| Man Group plc | 0.01% | Add +24.5% | 78,486 | $7.0M |
| Channing Capital Management, LLC | 0.18% | Reduce -31.9% | 78,018 | $6.9M |
| TD Asset Management Inc | 0.01% | Add +4.4% | 77,890 | $6.9M |
| Worldquant Millennium Advisors LLC | 0.03% | Add +81.6% | 77,422 | $6.9M |
| Macquarie Group Ltd. | 0.03% | Add +3.5% | 74,372 | $6.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 72,815 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +4.5% | 72,670 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -81.2% | 69,269 | $6.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -6.0% | 68,837 | $6.1M |
| Guggenheim Capital LLC | 0.04% | Reduce -0.2% | 68,741 | $6.1M |
| Brevan Howard Capital Management LP | 0.13% | Reduce -7.9% | 67,860 | $6.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.3% | 66,857 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 65,718 | $5.8M |
| Beacon Investment Advisory Services, Inc. | 0.24% | Add +0.3% | 65,171 | $5.8M |
| Algert Global LLC | 0.09% | Add +7.0% | 64,432 | $5.7M |
| Dark Forest Capital Management LP | 0.26% | Reduce -42.9% | 63,424 | $5.6M |
| NEOS Investment Management LLC | 0.03% | Add +27.4% | 62,786 | $5.6M |
| Tema ETFs LLC | 0.43% | Add +28.0% | 61,790 | $5.5M |
| Prudential Financial Inc. | 0.01% | Reduce -9.3% | 61,184 | $5.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.4% | 60,683 | $5.4M |
| Butensky & Cohen Financial Security, Inc. | 1.45% | Add +3.0% | 60,621 | $5.4M |
| Capital Investment Advisors, LLC | 0.08% | Reduce -2.3% | 59,856 | $5.3M |
| Comerica Bank | 0.02% | Reduce -0.6% | 56,433 | $5.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.8% | 56,338 | $5.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.5% | 53,602 | $4.8M |
| Occudo Quantitative Strategies LP | 0.31% | Add +93.0% | 52,740 | $4.7M |
| Systematic Financial Management LP | 0.11% | Add +16.3% | 52,380 | $4.6M |
| D. E. Shaw & Co. | 0.00% | Add +257.4% | 51,098 | $4.5M |
| New York State Common Retirement Fund | 0.01% | No change | 50,613 | $4.5M |
| National Bank of Canada | 0.00% | Add +62.1% | 50,199 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -5.5% | 50,155 | $4.4M |
| Jefferies Financial Group Inc. | 0.04% | New | 49,314 | $4.4M |
| Qsemble Capital Management, LP | 0.36% | Add +393.7% | 48,661 | $4.3M |
| Baker Ellis Asset Management LLC | 0.51% | Add +1.0% | 48,119 | $4.3M |
| Gateway Investment Advisers LLC | 0.04% | Add +3.2% | 46,452 | $4.1M |
| Van Eck Associates Corp. | 0.00% | Add +6.5% | 46,382 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +2.7% | 45,895 | $4.1M |
| Cambiar Investors LLC | 0.18% | Reduce -15.5% | 45,419 | $4.0M |
| DNB Asset Management AS | 0.01% | Add +61.3% | 44,843 | $4.0M |
| AlphaQuest LLC | 0.22% | Add +72.1% | 44,534 | $4.0M |
| Oak Thistle LLC | 0.55% | Add +251.0% | 44,316 | $3.9M |
| Atom Investors LP | 0.31% | Add +5.0% | 44,129 | $3.9M |
| Sagefield Capital LP | 0.32% | Reduce -50.4% | 42,744 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 41,540 | $3.7M |
| Focus Partners Wealth | 0.00% | Add +505.0% | 40,489 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 38,626 | $3.4M |
| ProShare Advisors LLC | 0.01% | Add +2.1% | 38,131 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.9% | 38,067 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +7.1% | 37,456 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Add +12.8% | 36,708 | $3.3M |
| Bfsg, LLC | 0.32% | Reduce -0.2% | 36,613 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.9% | 36,507 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.7% | 35,827 | $3.2M |
| CWA Asset Management Group, LLC | 0.11% | Add +17.4% | 35,158 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 34,759 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +78.9% | 34,315 | $3.0M |
| Engineers Gate Manager LP | 0.04% | Reduce -63.1% | 34,080 | $3.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -4.0% | 33,433 | $3.0M |
| Arizona State Retirement System | 0.02% | Reduce -5.6% | 33,342 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Add +0.8% | 32,880 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -11.4% | 32,510 | $2.9M |
| Quantbot Technologies LP | 0.10% | Add +7.5% | 32,308 | $2.9M |
| Czech National Bank | 0.02% | Add +4.0% | 31,560 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -0.8% | 31,383 | $2.8M |
| State of Michigan Retirement System | 0.01% | Reduce -3.1% | 31,261 | $2.8M |
| Public Sector Pension Investment Board | 0.01% | Add +18.7% | 30,540 | $2.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +510.4% | 30,057 | $2.7M |
| Gifford Fong Associates | 0.53% | No change | 30,000 | $2.7M |
| Romano Brothers and Company | 0.30% | Add +0.3% | 29,975 | $2.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.8% | 29,693 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +9.4% | 29,397 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -3.0% | 28,950 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.2% | 28,681 | $2.5M |
| Canada Pension Plan Investment Board | 0.00% | Add +27.0% | 28,200 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.9% | 28,143 | $2.5M |
| Marshall Wace, LLP | 0.00% | New | 27,666 | $2.5M |
| TD Private Client Wealth LLC | 0.05% | Reduce -11.9% | 27,542 | $2.4M |
| US Bancorp \de | 0.00% | Add +4.9% | 27,225 | $2.4M |
| SG Americas Securities, LLC | 0.00% | Reduce -17.7% | 27,171 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.9% | 25,550 | $2.4M |
| iSAM Funds (UK) Ltd | 0.85% | Reduce -1.1% | 26,571 | $2.4M |
| CIBC Asset Management Inc | 0.01% | Add +83.4% | 26,269 | $2.3M |
| Burney Co./ | 0.07% | Add +14.2% | 25,588 | $2.3M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.1% | 25,461 | $2.3M |
| Rothschild Investment LLC | 0.12% | Add +0.4% | 25,030 | $2.2M |
| Azimuth Capital Investment Management LLC | 0.08% | No change | 24,500 | $2.2M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -28.1% | 24,022 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.4% | 23,964 | $2.1M |
| Parcion Private Wealth LLC | 0.13% | Add +1.8% | 23,591 | $2.1M |
| SFE Investment Counsel | 0.32% | Reduce -1.7% | 23,135 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +36.6% | 22,700 | $2.0M |
| Amalgamated Bank | 0.01% | Reduce -3.8% | 22,435 | $2.0M |
| Pacer Advisors, Inc. | 0.01% | Add +120.7% | 22,201 | $2.0M |
| Aristotle Capital Boston, LLC | 0.10% | Add +90.1% | 21,353 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -3.0% | 21,216 | $1.9M |
| Toronto Dominion Bank | 0.00% | Reduce -15.2% | 20,795 | $1.8M |
| Fox Run Management, L.L.C. | 0.28% | New | 20,165 | $1.8M |
| Resolution Capital Ltd | 0.04% | Add +26.8% | 20,135 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +21.7% | 19,989 | $1.8M |
| Advisors Asset Management, Inc. | 0.03% | Add +11.2% | 19,909 | $1.8M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -11.3% | 19,830 | $1.8M |
| Utah Retirement Systems | 0.02% | No change | 19,660 | $1.7M |
| Fortem Financial Group, LLC | 0.46% | Add +5.7% | 19,376 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +4.1% | 18,902 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 17,923 | $1.7M |
| Riverwater Partners LLC | 0.64% | Add +19.8% | 18,641 | $1.7M |
| Woodline Partners LP | 0.01% | Add +15.5% | 18,216 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -11.6% | 18,113 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.3% | 17,011 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.9% | 16,771 | $1.5M |
| Vestcor Inc | 0.04% | No change | 16,405 | $1.5M |
| New York Life Investment Management LLC | 0.01% | Add +1.1% | 16,192 | $1.4M |
| Xponance LLC | 0.01% | Add +8.3% | 15,433 | $1.4M |
| R Squared Ltd | 0.63% | Reduce -25.5% | 15,222 | $1.4M |
| Cincinnati Casualty Co. | 0.67% | No change | 14,958 | $1.3M |
| Twin Capital Management Inc. | 0.16% | Reduce -0.0% | 14,952 | $1.3M |
| Caprock Group, LLC | 0.03% | Reduce -10.8% | 14,328 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.5% | 14,262 | $1.3M |
| Schnieders Capital Management, Llc. | 0.19% | New | 13,998 | $1.2M |
| Excalibur Management Corp. | 0.45% | Reduce -0.3% | 13,936 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -52.6% | 13,735 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.4% | 13,655 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +109.4% | 13,417 | $1.2M |
| Dockside LLC | 0.31% | — | 13,412 | $1.2M |
| Ironwood Investment Counsel, LLC | 0.17% | Reduce -14.4% | 13,333 | $1.2M |
| Rafferty Asset Management, LLC | 0.00% | Add +4.8% | 13,181 | $1.2M |
| Keystone Financial Planning, Inc. | 0.34% | Reduce -1.0% | 13,126 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +32.5% | 13,105 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Reduce -7.8% | 13,082 | $1.2M |
| Portfolio Design Labs, LLC | 0.19% | Add +2.5% | 13,000 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.7% | 12,850 | $1.1M |
| NovaPoint Capital, LLC | 0.29% | Add +4.8% | 12,519 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | No change | 12,519 | $1.1M |
| Cibc World Markets Corp. | 0.01% | — | 12,497 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 12,487 | $1.1M |
| Commerce Bank | 0.01% | Reduce -4.1% | 12,066 | $1.1M |
| M&T Bank Corp | 0.00% | Add +10.7% | 12,036 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +3.4% | 11,974 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.9% | 11,888 | $1.1M |
| Integrated Investment Consultants, LLC | 0.21% | New | 11,800 | $1.0M |
| Ascent Group, LLC | 0.04% | Add +6.7% | 11,729 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +7.1% | 11,498 | $1.0M |
| Naples Global Advisors, LLC | 0.08% | Add +4.3% | 11,458 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +7.2% | 11,350 | $1.0M |
| RIA Advisory Group LLC | 0.24% | New | 11,073 | $982K |
| MML Investors Services, LLC | 0.00% | Reduce -2.8% | 10,831 | $961K |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -0.3% | 10,745 | $953K |
| Sowell Financial Services LLC | 0.03% | Reduce -7.6% | 10,700 | $949K |
| Arvest Bank Trust Division | 0.05% | Add +41.1% | 10,699 | $949K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -57.1% | 10,675 | $949K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -93.8% | 10,653 | $945K |
| Pathstone Holdings, LLC | 0.00% | Add +2.2% | 10,503 | $932K |
| Syon Capital LLC | 0.05% | Add +60.7% | 10,398 | $922K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -8.5% | 10,377 | $920K |
| Apollon Wealth Management, LLC | 0.02% | Add +6.0% | 10,352 | $918K |
| Bank of Nova Scotia | 0.00% | Add +23.5% | 10,247 | $909K |
| Great Lakes Advisors, LLC | 0.01% | New | 9,947 | $882K |
| Cookson Peirce & Co. Inc. | 0.04% | New | 9,898 | $878K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.5% | 9,852 | $874K |
| MCF Advisors LLC | 0.05% | Add +10.6% | 9,790 | $868K |
| Tounjian Advisory Partners, LLC | 0.29% | Add +0.4% | 9,788 | $868K |
| Cincinnati Specialty Underwriters Insurance CO | 0.20% | No change | 9,720 | $862K |
| Capstone Investment Advisors, LLC | 0.01% | Add +151.2% | 9,687 | $859K |
| Regions Financial Corp. | 0.01% | Reduce -2.6% | 9,667 | $857K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -78.8% | 9,505 | $843K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.9% | 9,448 | $838K |
| Axq Capital, LP | 0.18% | Add +243.0% | 9,205 | $816K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.5% | 9,197 | $816K |
| Dynamic Technology Lab Private Ltd | 0.18% | Reduce -21.1% | 9,134 | $810K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,071 | $805K |
| Wilkinson Global Asset Management LLC | 0.05% | No change | 9,000 | $798K |
| Mirador Capital Partners LP | 0.11% | Add +0.4% | 8,932 | $792K |
| Mizuho Securities USA LLC | 0.01% | Add +0.2% | 8,715 | $792K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,901 | $790K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 8,879 | $788K |
| Silver Lake Advisory, LLC | 0.31% | Add +0.8% | 8,872 | $787K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.38% | New | 16,971 | $782K |
| Entropy Technologies, LP | 0.04% | Add +24.6% | 8,664 | $768K |
| Kuhn & Co Investment Counsel | 0.51% | No change | 8,596 | $762K |
| Boothbay Fund Management, LLC | 0.02% | Add +94.6% | 8,490 | $753K |
| Redwood Investment Management, LLC | 0.08% | New | 8,084 | $717K |
| Vise Technologies, Inc. | 0.01% | Add +54.6% | 8,079 | $717K |
| Probity Advisors, Inc. | 0.11% | Add +13.2% | 7,928 | $703K |
| Norinchukin Bank, The | 0.01% | Add +7.9% | 7,824 | $694K |
| Sterling Capital Management LLC | 0.01% | Add +5.7% | 7,783 | $690K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 7,756 | $688K |
| Farther Finance Advisors, LLC | 0.01% | Add +17.8% | 7,710 | $684K |
| Whalerock Point Partners, LLC | 0.13% | Reduce -24.1% | 7,593 | $673K |
| Arvest Investments, Inc. | 0.09% | Add +33.5% | 7,585 | $673K |
| Mirabella Financial Services LLP | 0.07% | New | 7,407 | $657K |
| Glenmede Trust Co. NA | 0.00% | — | 7,341 | $651K |
| Walleye Trading LLC | 0.01% | Reduce -10.6% | 7,258 | $644K |
| Cwm, LLC | 0.00% | Add +17.6% | 7,160 | $635K |
| Vident Advisory, LLC | 0.01% | Reduce -11.5% | 7,156 | $635K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -84.1% | 7,197 | $634K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +19.7% | 6,959 | $617K |
| FORA Capital, LLC | 0.07% | Add +94.4% | 6,949 | $616K |
| NewEdge Advisors, LLC | 0.00% | Add +4.7% | 6,861 | $609K |
| Hartford Investment Management Co. | 0.02% | Reduce -1.8% | 6,840 | $607K |
| MADDEN SECURITIES Corp | 0.18% | Reduce -15.4% | 6,600 | $585K |
| Holocene Advisors, LP | 0.00% | New | 6,593 | $585K |
| Caxton Associates LLP | 0.01% | New | 6,515 | $578K |
| Mather Group, Llc. | 0.01% | Reduce -1.0% | 6,476 | $574K |
| Aberdeen Group plc | 0.00% | No change | 6,455 | $573K |
| LMR Partners LLP | 0.01% | Add +27.4% | 6,417 | $569K |
| Merit Financial Group, LLC | 0.00% | Add +34.3% | 6,391 | $567K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 6,348 | $563K |
| Jones Financial Companies LLLP | 0.00% | Add +4.0% | 6,209 | $551K |
| Wexford Capital LP | 0.14% | Add +117.4% | 6,195 | $550K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.2% | 6,100 | $541K |
| EntryPoint Capital, LLC | 0.21% | New | 6,003 | $532K |
| Marshall Financial Group, LLC | 0.10% | No change | 5,996 | $532K |
| Rockefeller Capital Management L.P. | 0.00% | Add +42.1% | 5,995 | $532K |
| Whitebox Advisors LLC | 0.03% | New | 5,974 | $530K |
| Profund Advisors LLC | 0.02% | Reduce -4.8% | 5,943 | $527K |
| Praxis Investment Management Inc. | 0.03% | Add +114.2% | 5,911 | $524K |
| Tidal Investments LLC | 0.00% | Add +52.7% | 5,823 | $517K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,790 | $514K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.1% | 5,788 | $513K |
| Aigen Investment Management, LP | 0.12% | Reduce -78.5% | 5,735 | $509K |
| Swiss Life Asset Management Ltd | 0.00% | Add +4.0% | 5,675 | $503K |
| CSU Producer Resources, Inc. | 1.49% | No change | 5,602 | $497K |
| New Mexico Educational Retirement Board | 0.01% | Add +3.7% | 5,560 | $493K |
| Centennial Wealth Advisory LLC | 0.13% | Add +6.5% | 5,505 | $488K |
| Jane Street Group, LLC | 0.00% | Reduce -89.9% | 5,481 | $486K |
| Verition Fund Management LLC | 0.00% | Reduce -63.3% | 5,420 | $481K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -8.3% | 5,244 | $465K |
| 1620 Investment Advisors, Inc. | 0.31% | Add +1.4% | 5,240 | $465K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -3.5% | 5,228 | $464K |
| Global Retirement Partners, LLC | 0.01% | Add +202.9% | 5,095 | $452K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 5,078 | $450K |
| Viawealth, LLC | 0.25% | Reduce -43.0% | 4,926 | $437K |
| MUFG Securities EMEA plc | 0.01% | Add +114.4% | 4,902 | $435K |
| Key Financial Inc | 0.08% | No change | 4,900 | $435K |
| Savant Capital, LLC | 0.00% | Add +0.8% | 4,847 | $430K |
| Panagora Asset Management Inc. | 0.00% | Reduce -26.3% | 4,770 | $423K |
| IFP Advisors, Inc | 0.01% | Add +18.1% | 4,767 | $423K |
| Mackenzie Financial Corp. | 0.00% | Add +7.7% | 4,742 | $422K |
| Chelsea Counsel Co. | 0.18% | No change | 4,759 | $422K |
| Aster Capital Management (DIFC) Ltd | 0.18% | Add +1457.7% | 4,751 | $421K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -64.0% | 4,746 | $421K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.9% | 4,711 | $418K |
| Contravisory Investment Management, Inc. | 0.08% | Reduce -6.9% | 4,708 | $418K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 4,562 | $405K |
| Teacher Retirement System of Texas | 0.00% | Reduce -80.4% | 4,546 | $403K |
| Park Avenue Securities LLC | 0.00% | Reduce -22.5% | 4,518 | $401K |
| Asset Management One Co., Ltd. | 0.00% | Add +4.3% | 4,493 | $399K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,500 | $399K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.3% | 4,410 | $391K |
| Fifth Third Bancorp | 0.00% | Add +9.8% | 4,381 | $389K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.2% | 4,351 | $386K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.8% | 4,333 | $384K |
| Mgo One Seven LLC | 0.01% | Add +4.8% | 4,324 | $384K |
| Truvestments Capital LLC | 0.07% | New | 4,320 | $383K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.5% | 4,299 | $381K |
| Kera Capital Partners, Inc. | 0.05% | New | 3,998 | $374K |
| SageGuard Financial Group, LLC | 0.06% | — | 4,216 | $374K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -34.6% | 4,204 | $373K |
| Virtus Advisers, LLC | 0.18% | No change | 4,145 | $368K |
| Waverly Advisors, LLC | 0.00% | Add +9.1% | 4,121 | $366K |
| Gsa Capital Partners LLP | 0.03% | New | 4,095 | $363K |
| North Dakota State Investment Board | 0.01% | — | 4,085 | $362K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +10.7% | 4,050 | $359K |
| Empirical Finance, LLC | 0.02% | Reduce -3.9% | 4,003 | $355K |
| Spirit of America Management Corp. | 0.08% | Add +8.1% | 4,000 | $355K |
| Arax Advisory Partners | 0.01% | Reduce -61.5% | 3,942 | $350K |
| Bessemer Group Inc. | 0.00% | Reduce -27.0% | 3,914 | $347K |
| Compound Planning, Inc. | 0.01% | Add +8.9% | 3,905 | $346K |
| Chicago Partners Investment Group LLC | 0.01% | Add +13.0% | 3,709 | $342K |
| Intrua Financial, LLC | 0.04% | Add +2.4% | 3,846 | $341K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.5% | 3,825 | $339K |
| 111 Capital | 0.07% | New | 3,823 | $339K |
| Parallel Advisors, LLC | 0.01% | Add +9.0% | 3,806 | $338K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.8% | 3,755 | $333K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 3,733 | $331K |
| New Hampshire Trust | 0.06% | Reduce -17.8% | 3,710 | $329K |
| HUB Investment Partners, LLC | 0.01% | Add +10.6% | 3,703 | $328K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,690 | $327K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.0% | 3,684 | $327K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.5% | 3,682 | $327K |
| Advisory Services Network, LLC | 0.00% | Reduce -12.0% | 3,672 | $326K |
| Focused Alpha, LLC | 0.10% | — | 3,657 | $324K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.6% | 3,637 | $323K |
| Inscription Capital, LLC | 0.03% | Reduce -30.4% | 3,603 | $320K |
| Zacks Investment Management | 0.00% | Add +13.7% | 3,582 | $318K |
| Principia Wealth Advisory, LLC | 0.20% | Add +0.9% | 3,516 | $312K |
| Bayforest Capital Ltd | 0.23% | Add +957.8% | 3,480 | $309K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +2.0% | 3,464 | $307K |
| Equitable Holdings, Inc. | 0.00% | Reduce -17.4% | 3,450 | $306K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -81.1% | 3,435 | $305K |
| HB Wealth Management, LLC | 0.00% | Add +20.3% | 3,379 | $300K |
| Neo Ivy Capital Management | 0.05% | Reduce -44.1% | 3,375 | $299K |
| V-Square Quantitative Management LLC | 0.03% | New | 3,358 | $298K |
| Verity Asset Management, Inc. | 0.13% | Reduce -17.8% | 3,339 | $296K |
| &partners | 0.00% | Add +2.2% | 3,291 | $292K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 3,266 | $290K |
| Moody National Bank Trust Division | 0.03% | Add +1.3% | 3,252 | $288K |
| Lifeworks Advisors, LLC | 0.04% | Add +3.5% | 3,250 | $288K |
| Brooklyn Investment Group | 0.01% | New | 3,241 | $288K |
| Mufg Securities Americas Inc. | 0.02% | Add +0.1% | 3,224 | $286K |
| Securian Asset Management, Inc. | 0.01% | Reduce -43.2% | 3,215 | $285K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 3,174 | $282K |
| Wealthspire Advisors, LLC | 0.00% | Add +35.1% | 3,126 | $277K |
| Ethic Inc. | 0.00% | Add +14.5% | 3,043 | $270K |
| Huntington National Bank | 0.00% | Reduce -6.1% | 3,016 | $268K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,006 | $267K |
| DF Dent & Co. Inc. | 0.00% | No change | 3,000 | $266K |
| Holland Advisory Services, Inc. | 0.36% | No change | 2,976 | $264K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.18% | No change | 2,800 | $262K |
| KBC Group NV | 0.00% | No change | 2,930 | $260K |
| STRS Ohio | 0.00% | Add +0.2% | 2,854 | $253K |
| M.E. Allison & Co., Inc. | 0.17% | No change | 2,847 | $252K |
| Wedbush Securities Inc. | 0.01% | Reduce -13.5% | 2,813 | $250K |
| DGS Capital Management, LLC | 0.04% | Add +12.9% | 2,810 | $249K |
| Sagewood Asset Management LP | 0.09% | — | 2,788 | $247K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +29.3% | 2,778 | $246K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.9% | 2,767 | $245K |
| International Private Wealth Advisors LLC | 0.15% | Add +0.1% | 2,725 | $242K |
| Marble Wealth, LLC | 0.03% | — | 2,702 | $240K |
| Hantz Financial Services, Inc. | 0.00% | Add +106.3% | 2,700 | $239K |
| GAMMA Investing LLC | 0.01% | Reduce -9.0% | 2,656 | $236K |
| Ballentine Partners, LLC | 0.00% | Add +16.6% | 2,606 | $231K |
| Crewe Advisors LLC | 0.02% | Add +0.6% | 2,596 | $230K |
| Havemeyer Place LP | 0.05% | — | 2,585 | $229K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,585 | $229K |
| Old Port Advisors | 0.06% | Reduce -1.5% | 2,580 | $229K |
| Nomura Holdings Inc. | 0.00% | Reduce -11.4% | 2,542 | $225K |
| Carl P. Sherr & Co., LLC | 0.10% | No change | 2,400 | $225K |
| Metis Global Partners, LLC | 0.01% | Reduce -5.3% | 2,531 | $225K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $224K |
| Patton Fund Management, Inc. | 0.03% | Add +7.5% | 2,526 | $224K |
| Xcelsior Advisor Partners LLC | 0.11% | — | 2,517 | $223K |
| Wedmont Private Capital | 0.01% | New | 2,553 | $223K |
| TriaGen Wealth Management LLC | 0.06% | No change | 2,477 | $220K |
| Brown Brothers Harriman & Co. | 0.00% | Add +156.1% | 2,474 | $219K |
| JBR Co Financial Management Inc | 0.09% | Reduce -4.6% | 2,470 | $219K |
| EP Wealth Advisors, LLC | 0.00% | — | 2,464 | $219K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,460 | $218K |
| Norden Group LLC | 0.02% | New | 2,426 | $215K |
| Calton & Associates, Inc. | 0.03% | Add +2.4% | 2,420 | $215K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,390 | $213K |
| Longboard Asset Management, LP | 1.35% | No change | 2,387 | $212K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.1% | 2,387 | $212K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +311.0% | 2,359 | $209K |
| DAVENPORT & Co LLC | 0.00% | Reduce -93.6% | 2,352 | $209K |
| HBK Sorce Advisory LLC | 0.00% | New | 2,227 | $208K |
| 180 Wealth Advisors, LLC | 0.02% | New | 2,320 | $206K |
| Quarry LP | 0.03% | Add +124.8% | 2,259 | $200K |
| Greenleaf Trust | 0.00% | New | 2,259 | $200K |
| South Dakota Investment Council | 0.00% | Reduce -4.3% | 2,200 | $195K |
| High Point Wealth Management, LLC | 0.16% | — | 1,890 | $168K |
| Horizon Investments, LLC | 0.00% | Add +3.2% | 1,815 | $161K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -63.9% | 1,795 | $161K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $160K |
| CX Institutional | 0.00% | Add +26.1% | 1,760 | $156K |
| Larson Financial Group LLC | 0.01% | Add +25.1% | 1,685 | $149K |
| HM Payson & Co. | 0.00% | No change | 1,611 | $143K |
| Danske Bank A/S | 0.00% | No change | 1,600 | $142K |
| City Holding Co. | 0.02% | Reduce -3.4% | 1,599 | $142K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 1,541 | $137K |
| Versant Capital Management, Inc | 0.02% | Add +61.0% | 1,505 | $133K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 1,408 | $125K |
| Signaturefd, LLC | 0.00% | Add +3.9% | 1,406 | $125K |
| Ancora Advisors LLC | 0.00% | Add +44.1% | 1,369 | $121K |
| Fortitude Family Office, LLC | 0.03% | Reduce -17.6% | 1,348 | $120K |
| Tidemark, LLC | 0.03% | No change | 1,317 | $117K |
| Allworth Financial LP | 0.00% | Add +44.7% | 1,307 | $116K |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 1,294 | $115K |
| Trust Co | 0.01% | Add +113.2% | 1,273 | $113K |
| North Ridge Wealth Advisors, Inc. | 0.06% | No change | 1,230 | $109K |
| MAI Capital Management | 0.00% | Reduce -28.1% | 1,148 | $102K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,093 | $97K |
| Financial Gravity Asset Management, Inc. | 0.02% | New | 1,085 | $96K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.5% | 1,085 | $95K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -1.0% | 1,025 | $91K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.9% | 1,020 | $90K |
| Private Trust Co. NA | 0.01% | Add +0.4% | 1,019 | $90K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 1,011 | $90K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $89K |
| Kestra Advisory Services, LLC | 0.00% | New | 997 | $88K |
| Y.D. More Investments Ltd | 0.00% | Reduce -24.6% | 946 | $84K |
| St Germain D J Co. Inc. | 0.00% | No change | 932 | $83K |
| AdvisorNet Financial, Inc | 0.00% | No change | 894 | $79K |
| Asset Planning,Inc | 0.05% | No change | 850 | $75K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 845 | $75K |
| Group One Trading LLC | 0.00% | New | 807 | $72K |
| Lanark Financial, Inc. | 0.01% | Reduce -98.0% | 807 | $72K |
| Dorato Capital Management | 0.05% | — | 750 | $69K |
| Delta Asset Management LLC | 0.01% | No change | 756 | $67K |
| Manchester Capital Management LLC | 0.01% | Add +2.9% | 718 | $64K |
| CNB Bank | 0.03% | No change | 715 | $63K |
| First Command Advisory Services, Inc. | 0.00% | No change | 700 | $62K |
| Tsfg, LLC | 0.01% | No change | 631 | $56K |
| UMB Bank, n.a. | 0.00% | Reduce -61.9% | 589 | $52K |
| Kennebec Savings Bank | 0.04% | No change | 584 | $52K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 542 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.6% | 532 | $47K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.5% | 525 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.8% | 508 | $45K |
| Whittier Trust Co. | 0.00% | Add +13.5% | 504 | $45K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $45K |
| First Financial Corp. | 0.02% | No change | 500 | $44K |
| Creative Capital Management Investments LLC | 0.01% | No change | 500 | $44K |
| Montag A & Associates Inc. | 0.00% | Reduce -37.5% | 500 | $44K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -68.8% | 498 | $44K |
| Roble, Belko & Company, Inc | 0.01% | No change | 500 | $44K |
| Alerus Financial NA | 0.00% | No change | 489 | $43K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 534 | $43K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $40K |
| Quent Capital, LLC | 0.00% | Add +31.5% | 438 | $39K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 433 | $38K |
| First Horizon Corp. | 0.00% | Reduce -29.6% | 429 | $38K |
| CDKV Holdings LLC | 0.03% | — | 426 | $38K |
| CoreCap Advisors, LLC | 0.00% | Add +1.8% | 404 | $36K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 401 | $36K |
| First United Bank & Trust | 0.01% | No change | 400 | $35K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $35K |
| Clearstead Advisors, LLC | 0.00% | Add +88.5% | 394 | $35K |
| Cromwell Holdings LLC | 0.02% | No change | 386 | $34K |
| WPG Advisers, LLC | 0.02% | Add +10.5% | 368 | $33K |
| YANKCOM Partnership | 0.01% | No change | 341 | $30K |
| Blue Trust, Inc. | 0.00% | Reduce -66.9% | 338 | $30K |
| CYBER HORNET ETFs LLC | 0.02% | Add +6.8% | 331 | $29K |
| Root Financial Partners, LLC | 0.00% | Add +23.6% | 330 | $29K |
| Sentry Investment Management LLC | 0.02% | No change | 329 | $29K |
| Chesapeake Asset Management LLC | 0.02% | No change | 325 | $29K |
| Bravera Wealth | 0.01% | — | 320 | $28K |
| Boreal Capital Management LLC | 0.03% | No change | 317 | $28K |
| Gen-Wealth Partners Inc | 0.01% | No change | 300 | $27K |
| Caldwell Trust Co | 0.00% | No change | 300 | $27K |
| Covestor Ltd | 0.01% | Reduce -1.4% | 284 | $26K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 293 | $26K |
| Parkside Financial Bank & Trust | 0.00% | Add +4.7% | 289 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 272 | $24K |
| Estabrook Capital Management | 0.00% | No change | 270 | $24K |
| SJS Investment Consulting Inc. | 0.00% | No change | 232 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Add +41.1% | 223 | $20K |
| JFS Wealth Advisors, LLC | 0.00% | Add +214.9% | 211 | $19K |
| Costello Asset Management, INC | 0.01% | Reduce -22.6% | 209 | $19K |
| Wellington-Altus USA Inc. | 0.01% | — | 208 | $18K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 202 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 199 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +136.4% | 182 | $17K |
| Clearstead Trust, LLC | 0.00% | Reduce -30.3% | 186 | $16K |
| Optiver Holding B.V. | 0.00% | New | 182 | $16K |
| Summit Securities Group LLC | 0.00% | Reduce -14.0% | 178 | $16K |
| Heritage Wealth Advisors | 0.00% | No change | 174 | $15K |
| DV Equities, LLC | 0.00% | — | 167 | $15K |
| Pittenger & Anderson Inc. | 0.00% | New | 167 | $15K |
| Robinswood Financial LLC | 0.00% | Add +0.6% | 161 | $14K |
| International Assets Investment Management, LLC | 0.00% | New | 145 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -18.4% | 142 | $13K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +6.5% | 132 | $12K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +2.3% | 134 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.2% | 129 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 126 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 125 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 125 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +21.8% | 123 | $11K |
| Eq Wealth Advisors, LLC | 0.01% | New | 118 | $10K |
| True Wealth Design, LLC | 0.00% | Add +5.6% | 113 | $10K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 105 | $9K |
| Spire Wealth Management | 0.00% | Add +14.1% | 105 | $9K |
| Stephens Consulting, LLC | 0.00% | Add +3.0% | 103 | $9K |
| Red Tortoise LLC | 0.00% | No change | 102 | $9K |
| Maseco LLP | 0.00% | New | 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 |
| Essential Partners LLC | 0.00% | Add +13.7% | 83 | $7K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $7K |
| Piscataqua Savings Bank | 0.00% | No change | 70 | $6K |
| Elequin Capital, LP | 0.00% | New | 70 | $6K |
| Grove Bank & Trust | 0.00% | Add +30.8% | 68 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $5K |
| 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 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 51 | $5K |
| Torren Management, LLC | 0.00% | — | 47 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 45 | $4K |
| SageView Advisory Group, LLC | 0.00% | New | 43 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 42 | $4K |
| ORG Partners LLC | 0.00% | Add +41.4% | 41 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 41 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 41 | $4K |
| Advocate Investing Services LLC | 0.00% | — | 39 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +1066.7% | 35 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 35 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -12.8% | 34 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 33 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 33 | $3K |
| American National Bank & Trust | 0.00% | New | 32 | $3K |
| Zions Bancorporation, National Association | 0.00% | New | 32 | $3K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -79.6% | 31 | $3K |
| J.Safra Asset Management Corp | 0.00% | New | 30 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 29 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 28 | $2K |
| Thompson Investment Management, Inc. | 0.00% | No change | 28 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +125.0% | 27 | $2K |
| Howard Hughes Medical Institute | 0.00% | No change | 25 | $2K |
| Ankerstar Wealth, LLC | 0.00% | — | 22 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | Reduce -4.5% | 21 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 19 | $2K |
| Osbon Capital Management LLC | 0.00% | — | 18 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 18 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.3% | 18 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -98.5% | 17 | $2K |
| Strive Financial Group ,LLC | 0.00% | — | 17 | $2K |
| WealthCollab, LLC | 0.00% | No change | 17 | $2K |
| Addison Advisors LLC | 0.00% | New | 17 | $2K |
| Sankala Group LLC | 0.00% | — | 12 | $1K |
| Elyxium Wealth, LLC | 0.00% | New | 13 | $1K |
| Wealth Watch Advisors, INC | 0.00% | No change | 13 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +44.4% | 13 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 9 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 11 | $976 |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $905 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $887 |
| Nova Wealth Management, Inc. | 0.00% | No change | 8 | $710 |
| Elevation Wealth Partners, LLC | 0.00% | Add +60.0% | 8 | $710 |
| Rossby Financial, LCC | 0.00% | No change | 8 | $710 |
| Optima Capital LLC | 0.00% | New | 7 | $621 |
| Orion Capital Management LLC | 0.00% | No change | 7 | $621 |
| United Community Bank | 0.00% | Reduce -61.1% | 7 | $621 |
| North Star Investment Management Corp. | 0.00% | No change | 7 | $621 |
| HFM Investment Advisors, LLC | 0.00% | Add +20.0% | 6 | $533 |
| Financial Consulate, Inc. | 0.00% | New | 6 | $533 |
| Asset Dedication, LLC | 0.00% | No change | 6 | $533 |
| Evolution Wealth Management Inc. | 0.00% | No change | 6 | $532 |
| Millstone Evans Group, LLC | 0.00% | No change | 6 | $532 |
| CVA Family Office, LLC | 0.00% | New | 6 | $532 |
| WestEnd Advisors, LLC | 0.00% | No change | 6 | $532 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $444 |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 4 | $367 |
| Quaker Wealth Management, LLC | 0.00% | No change | 4 | $355 |
| Signature Equity Partners, LLC | 0.00% | — | 3 | $293 |
| DV Trading LLC | 0.00% | — | 3 | $266 |
| Inspire Investing, LLC | 0.00% | New | 3 | $222 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $178 |
| Clark Wealth Partners | 0.00% | No change | 2 | $177 |
| Activest Wealth Management | 0.00% | No change | 2 | $177 |
| Hughes Financial Services, LLC | 0.00% | Reduce -60.0% | 2 | $177 |
| Hurley Capital, LLC | 0.00% | No change | 1 | $92 |
| Wolverine Asset Management LLC | 0.00% | New | 1 | $89 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $89 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $47 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -66.7% | 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.