Pinnacle West CapitalPNW
13F holders, Q1 2026 (March 31)708holders +48
89new positions
39sold out
9famous investors
$100.73avg. 13F price*
At the end of Q1 2026, 708 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 48 from Q4 2025. 89 opened new positions and 39 sold out. The largest holders were Capital Research Global Investors ($1.7B), BlackRock, Inc. ($1.2B) and Vanguard Capital Management LLC ($786.0M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Pinnacle West Capital
- Sector
- Utilities
- CUSIP
- 723484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $56.4M |
| Exits | 39 | $40.7M |
All 13F filers, Q4 2025 → Q1 2026: 12,326,018 shares bought and 5,466,177 shares sold, net +6,859,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 708 holders
| Capital Research Global Investors | 0.26% | Add +22.1% | 16,436,894 | $1.7B |
| BlackRock, Inc. | 0.02% | Reduce -0.3% | 11,768,580 | $1.2B |
| Vanguard Capital Management LLC | 0.02% | — | 7,801,440 | $786.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 2.31% | Add +4.7% | 7,000,617 | $705.3M |
| State Street Corp. | 0.02% | Reduce -0.4% | 6,911,189 | $696.3M |
| Vanguard Portfolio Management LLC | 0.03% | — | 5,988,566 | $603.3M |
| ATLAS Infrastructure Partners (UK) Ltd. | 18.00% | Add +13.7% | 5,074,413 | $511.2M |
| Invesco Ltd. | 0.04% | Add +0.0% | 4,250,293 | $428.2M |
| Soroban Capital Partners LP | 2.78% | Add +34.0% | 3,854,815 | $388.4M |
| Geode Capital Management, LLC | 0.02% | Add +1.2% | 3,134,043 | $315.2M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -1.9% | 2,844,387 | $286.6M |
| Two Sigma Investments, LP | 0.19% | Add +67.1% | 2,188,542 | $220.5M |
| Morgan Stanley | 0.01% | Add +9.2% | 2,060,995 | $207.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +134.3% | 1,568,131 | $158.0M |
| Pictet Asset Management Holding SA | 0.15% | Reduce -6.5% | 1,417,306 | $142.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.1% | 1,345,955 | $135.6M |
| Squarepoint Ops LLC | 0.27% | Add +11.0% | 1,227,848 | $123.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,147,079 | $115.6M |
| Bank of New York Mellon Corp | 0.02% | Add +12.6% | 1,090,518 | $109.9M |
| Reaves W H & Co. Inc. | 1.80% | Reduce -37.3% | 1,078,046 | $108.6M |
| Franklin Resources Inc. | 0.03% | Add +0.0% | 1,076,065 | $108.4M |
| Assenagon Asset Management S.A. | 0.16% | Add +8.2% | 996,153 | $100.4M |
| Nuveen, LLC | 0.03% | Add +19.4% | 983,656 | $99.1M |
| First Trust Advisors LP | 0.07% | Reduce -28.3% | 982,564 | $99.0M |
| UBS Group AG | 0.02% | Add +127.6% | 965,909 | $97.3M |
| Northern Trust Corp. | 0.01% | Add +3.6% | 954,351 | $96.2M |
| Empower Advisory Group, LLC | 0.23% | Add +2.9% | 887,609 | $89.4M |
| Bank of America Corp. | 0.01% | Reduce -0.1% | 847,852 | $85.4M |
| Balyasny Asset Management L.P. | 0.17% | Add +5.5% | 808,876 | $81.5M |
| Barclays PLC | 0.03% | Reduce -3.1% | 744,281 | $75.0M |
| Cincinnati Financial Corp. | 1.48% | No change | 729,460 | $73.5M |
| Wellington Management Group LLP | 0.01% | Add +11.9% | 723,872 | $72.9M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 673,938 | $67.9M |
| HSBC Holdings PLC | 0.04% | Add +0.8% | 650,934 | $65.6M |
| Duff & Phelps Investment Management Co. | 0.65% | No change | 624,930 | $63.0M |
| Perpetual Ltd | 0.91% | Add +17.9% | 588,277 | $59.3M |
| Renaissance Technologies | 0.09% | Add +39.4% | 576,100 | $58.0M |
| JPMorgan Chase & Co. | 0.00% | Add +100.4% | 558,586 | $56.2M |
| Legal & General Group Plc | 0.01% | Reduce -8.2% | 553,426 | $55.8M |
| Zimmer Partners, LP | 1.29% | Add +266.5% | 500,055 | $50.4M |
| Gotham Asset Management | 0.15% | Reduce -1.0% | 499,149 | $50.3M |
| Epoch Investment Partners, Inc. | 0.30% | Reduce -1.4% | 498,231 | $50.2M |
| Newport Trust Company, LLC | 0.11% | Reduce -2.5% | 459,217 | $46.3M |
| Millennium Management | 0.03% | Add +85.8% | 437,714 | $44.1M |
| AQR Capital Management | 0.02% | Add +12.1% | 423,153 | $42.3M |
| Deutsche Bank AG | 0.01% | Reduce -8.2% | 396,692 | $40.0M |
| Quantinno Capital Management LP | 0.07% | Add +38.0% | 394,870 | $39.8M |
| BNP Paribas Financial Markets | 0.02% | Add +59.8% | 354,824 | $35.7M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +110.2% | 346,783 | $34.9M |
| Treasurer of the State of North Carolina | 0.11% | Add +9.4% | 346,057 | $34.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -3.4% | 344,517 | $34.7M |
| Gabelli Funds LLC | 0.23% | Add +0.0% | 333,700 | $33.6M |
| Yaupon Capital Management LP | 1.52% | Reduce -40.4% | 304,982 | $30.7M |
| Cincinnati Insurance Co. | 0.45% | No change | 296,838 | $29.9M |
| Bank of Montreal | 0.01% | Add +20.5% | 283,732 | $28.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.3% | 281,196 | $28.3M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.35% | Reduce -0.3% | 277,025 | $27.9M |
| California Public Employees Retirement System | 0.02% | Reduce -13.2% | 275,327 | $27.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +3350.0% | 267,579 | $27.0M |
| Vanguard Global Advisers, LLC | 0.01% | — | 249,966 | $25.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.6% | 243,452 | $24.5M |
| Swiss National Bank | 0.01% | Add +0.6% | 236,900 | $23.9M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -43.2% | 227,531 | $22.9M |
| Jennison Associates LLC | 0.02% | Reduce -2.1% | 226,053 | $22.8M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 225,298 | $22.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 222,217 | $22.4M |
| Rhumbline Advisers | 0.02% | Reduce -2.8% | 212,551 | $21.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.11% | Reduce -5.5% | 211,511 | $21.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.0% | 200,409 | $20.2M |
| Midwest Trust Co | 0.25% | Reduce -0.2% | 196,849 | $19.8M |
| AE Wealth Management LLC | 0.10% | Add +18.6% | 189,265 | $19.1M |
| Susquehanna Portfolio Strategies, LLC | 0.28% | Add +123.2% | 188,250 | $19.0M |
| Sei Investments Co. | 0.02% | Add +20.8% | 177,298 | $17.9M |
| Wells Fargo & Company | 0.00% | Add +14.1% | 174,813 | $17.6M |
| HRT Financial LP | 0.04% | Reduce -50.1% | 172,656 | $17.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 168,173 | $16.9M |
| Stifel Financial Corp. | 0.02% | Add +2.7% | 166,779 | $16.8M |
| Bridgewater Associates | 0.07% | Reduce -5.3% | 164,824 | $16.6M |
| Creative Planning | 0.01% | Add +66.7% | 164,145 | $16.5M |
| Federated Hermes, Inc. | 0.03% | Add +0.3% | 162,945 | $16.4M |
| Citigroup Inc. | 0.01% | Add +36.5% | 159,068 | $16.0M |
| Skba Capital Management LLC | 2.19% | Reduce -0.3% | 158,330 | $16.0M |
| State of Wisconsin Investment Board | 0.04% | Reduce -9.3% | 155,097 | $15.6M |
| Amundi | 0.00% | Reduce -19.9% | 154,737 | $15.6M |
| Aventail Capital Group, LP | 0.75% | Add +23.9% | 153,186 | $15.4M |
| Engineers Gate Manager LP | 0.19% | Add +347.9% | 152,644 | $15.4M |
| American Century Companies Inc. | 0.01% | Add +6.0% | 147,734 | $14.9M |
| California State Teachers Retirement System | 0.02% | Add +26.0% | 143,293 | $14.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.7% | 137,696 | $13.9M |
| Captrust Financial Advisors | 0.02% | Reduce -3.8% | 135,613 | $13.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.4% | 133,324 | $13.4M |
| LSV Asset Management | 0.03% | Reduce -8.3% | 124,510 | $12.5M |
| Harvest Portfolios Group Inc. | 0.21% | Add +14.1% | 123,367 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Add +3.5% | 123,046 | $12.4M |
| Ceredex Value Advisors LLC | 0.37% | Reduce -29.3% | 117,900 | $11.9M |
| Capital Fund Management S.A. | 0.11% | New | 117,108 | $11.8M |
| Jane Street Group, LLC | 0.01% | Add +2035.7% | 117,059 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1510.9% | 115,939 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.8% | 131,413 | $11.7M |
| Magellan Asset Management Ltd | 0.15% | Add +24.6% | 115,293 | $11.6M |
| New York State Teachers Retirement System | 0.02% | No change | 110,090 | $11.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Add +680.3% | 107,178 | $10.8M |
| Algert Global LLC | 0.16% | Add +61.6% | 104,132 | $10.5M |
| Point72 Asset Management | 0.02% | Reduce -85.3% | 102,400 | $10.3M |
| Cerity Partners LLC | 0.01% | Reduce -45.9% | 101,013 | $10.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +169.5% | 100,945 | $10.2M |
| Bank of Nova Scotia | 0.02% | Add +870.4% | 99,439 | $10.0M |
| Channing Capital Management, LLC | 0.25% | Add +23.8% | 96,571 | $9.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 91,530 | $9.2M |
| Vanguard Investments Australia, Ltd. | 0.03% | — | 89,978 | $9.1M |
| Man Group plc | 0.02% | Add +9.6% | 86,033 | $8.7M |
| Macquarie Group Ltd. | 0.05% | Add +12.3% | 83,528 | $8.4M |
| American Assets Investment Management, LLC | 0.57% | No change | 83,000 | $8.4M |
| Capitolis Liquid Global Markets LLC | 0.05% | — | 82,000 | $8.3M |
| Quantbot Technologies LP | 0.33% | Add +151.3% | 81,173 | $8.2M |
| FMR LLC | 0.00% | Reduce -3.4% | 80,661 | $8.1M |
| Corient Private Wealth LP | 0.01% | Add +250.9% | 79,649 | $8.0M |
| TD Asset Management Inc | 0.01% | Reduce -1.8% | 76,466 | $7.7M |
| Schonfeld Strategic Advisors LLC | 0.06% | Reduce -31.2% | 76,198 | $7.7M |
| DNB Asset Management AS | 0.03% | Add +68.1% | 75,383 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +3.5% | 75,213 | $7.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 72,815 | $7.3M |
| Edgestream Partners, L.P. | 0.24% | Reduce -50.4% | 72,425 | $7.3M |
| Guggenheim Capital LLC | 0.06% | Add +5.1% | 72,224 | $7.3M |
| Worldquant Millennium Advisors LLC | 0.03% | Reduce -6.8% | 72,175 | $7.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.8% | 72,094 | $7.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +23.6% | 69,603 | $7.0M |
| LPL Financial LLC | 0.00% | Add +5.4% | 69,290 | $7.0M |
| Graham Capital Management, L.P. | 0.30% | New | 66,477 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.3% | 66,289 | $6.7M |
| Beacon Investment Advisory Services, Inc. | 0.28% | Add +0.7% | 65,653 | $6.6M |
| Butensky & Cohen Financial Security, Inc. | 1.63% | Add +1.5% | 61,511 | $6.2M |
| Fifth Third Bancorp | 0.01% | Add +1302.3% | 61,433 | $6.2M |
| Brevan Howard Capital Management LP | 0.06% | Reduce -9.8% | 61,247 | $6.2M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.7% | 59,064 | $6.0M |
| Prudential Financial Inc. | 0.01% | Reduce -5.4% | 57,880 | $5.8M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -3.5% | 57,782 | $5.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +88.9% | 56,778 | $5.7M |
| Jump Financial, LLC | 0.09% | Reduce -44.0% | 55,174 | $5.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +481.3% | 54,921 | $5.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.6% | 53,305 | $5.4M |
| Systematic Financial Management LP | 0.12% | Reduce -2.5% | 51,080 | $5.1M |
| New York State Common Retirement Fund | 0.01% | No change | 50,613 | $5.1M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.5% | 50,396 | $5.1M |
| FIL Ltd | 0.00% | New | 50,000 | $5.0M |
| Baker Ellis Asset Management LLC | 0.59% | Add +3.0% | 49,544 | $5.0M |
| National Bank of Canada | 0.01% | Reduce -1.6% | 49,419 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +43.6% | 49,273 | $5.0M |
| Van Eck Associates Corp. | 0.00% | Add +4.4% | 48,418 | $4.9M |
| Citadel Advisors | 0.00% | Reduce -90.1% | 47,568 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +1.5% | 46,570 | $4.7M |
| Resolution Capital Ltd | 0.10% | Add +127.0% | 45,712 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.8% | 44,765 | $4.5M |
| Focus Partners Wealth | 0.00% | Add +6.5% | 43,108 | $4.3M |
| CWA Asset Management Group, LLC | 0.15% | Add +22.0% | 42,883 | $4.3M |
| Nisa Investment Advisors, LLC | 0.02% | Add +28.9% | 41,895 | $4.2M |
| Sagefield Capital LP | 0.30% | Reduce -2.3% | 41,749 | $4.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.8% | 37,563 | $3.8M |
| CIBC Bancorp USA Inc. | 0.01% | — | 37,273 | $3.8M |
| Bfsg, LLC | 0.35% | Reduce -0.1% | 36,594 | $3.7M |
| Oak Thistle LLC | 0.36% | Reduce -17.5% | 36,565 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 36,507 | $3.7M |
| Toronto Dominion Bank | 0.01% | Add +73.7% | 36,123 | $3.6M |
| Cambiar Investors LLC | 0.17% | Reduce -21.2% | 35,804 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.4% | 35,475 | $3.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -48.9% | 35,149 | $3.5M |
| Canada Pension Plan Investment Board | 0.00% | Add +22.3% | 34,500 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Add +11.4% | 34,026 | $3.4M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +2.8% | 33,795 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.2% | 33,657 | $3.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +0.9% | 33,727 | $3.4M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -32.0% | 33,522 | $3.4M |
| Arizona State Retirement System | 0.02% | Reduce -1.4% | 32,892 | $3.3M |
| Czech National Bank | 0.02% | Add +3.3% | 32,597 | $3.3M |
| ProShare Advisors LLC | 0.00% | Reduce -14.9% | 32,447 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +2.6% | 32,211 | $3.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.4% | 31,893 | $3.2M |
| State of Michigan Retirement System | 0.02% | No change | 31,261 | $3.1M |
| Romano Brothers and Company | 0.34% | Reduce -0.8% | 29,725 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.2% | 28,934 | $3.0M |
| TD Private Client Wealth LLC | 0.06% | Add +5.8% | 29,145 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +60.8% | 28,822 | $2.9M |
| Voya Investment Management LLC | 0.00% | Reduce -1.1% | 28,618 | $2.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -3.8% | 28,282 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Add +0.5% | 28,283 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.5% | 27,953 | $2.8M |
| US Bancorp \de | 0.00% | Add +0.4% | 27,335 | $2.8M |
| Riverwater Partners LLC | 0.91% | Add +45.9% | 27,199 | $2.7M |
| New Age Alpha Advisors, LLC | 0.13% | Add +12.8% | 27,093 | $2.7M |
| Fortem Financial Group, LLC | 0.68% | Add +38.8% | 26,887 | $2.7M |
| Dark Forest Capital Management LP | 0.24% | Reduce -58.3% | 26,425 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Add +0.6% | 26,419 | $2.7M |
| Rothschild Investment LLC | 0.14% | Add +5.4% | 26,380 | $2.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.2% | 25,416 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.8% | 25,092 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.1% | 24,945 | $2.5M |
| Landscape Capital Management, L.L.C. | 0.16% | New | 24,942 | $2.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +1256.7% | 24,353 | $2.5M |
| Azimuth Capital Investment Management LLC | 0.09% | Reduce -0.9% | 24,275 | $2.4M |
| Parcion Private Wealth LLC | 0.15% | Add +0.6% | 23,736 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +18.0% | 23,579 | $2.4M |
| Amalgamated Bank | 0.02% | Add +2.7% | 23,048 | $2.3M |
| SFE Investment Counsel | 0.37% | Reduce -1.1% | 22,885 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -55.7% | 22,631 | $2.3M |
| Burney Co./ | 0.07% | Reduce -11.8% | 22,556 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.3% | 22,317 | $2.2M |
| Aquatic Capital Management LLC | 0.06% | Reduce -80.7% | 22,226 | $2.2M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +114.0% | 22,202 | $2.2M |
| iSAM Funds (UK) Ltd | 1.08% | Reduce -18.1% | 21,768 | $2.2M |
| Aristotle Capital Boston, LLC | 0.13% | Add +0.1% | 21,379 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -47.1% | 20,149 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +109.3% | 19,891 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +16.3% | 19,780 | $2.0M |
| Utah Retirement Systems | 0.02% | Reduce -1.6% | 19,338 | $1.9M |
| Woodline Partners LP | 0.01% | Add +3.0% | 18,759 | $1.9M |
| SG Americas Securities, LLC | 0.00% | Reduce -31.9% | 18,508 | $1.9M |
| Pacer Advisors, Inc. | 0.01% | Reduce -16.7% | 18,488 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +1.9% | 18,460 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +5.1% | 17,624 | $1.8M |
| Schnieders Capital Management, Llc. | 0.28% | Add +24.1% | 17,370 | $1.8M |
| Lighthouse Investment Partners, LLC | 0.07% | Add +172.2% | 17,277 | $1.7M |
| NEOS Investment Management LLC | 0.01% | Reduce -72.6% | 17,192 | $1.7M |
| Xponance LLC | 0.01% | Add +10.9% | 17,122 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -15.5% | 16,750 | $1.7M |
| Vestcor Inc | 0.05% | No change | 16,405 | $1.7M |
| New York Life Investment Management LLC | 0.01% | Add +1.3% | 16,406 | $1.7M |
| Allstate Corp. | 0.02% | New | 16,369 | $1.6M |
| Tudor Investment Corporation | 0.01% | Reduce -89.1% | 16,166 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +12.3% | 16,022 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +154.5% | 15,800 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -22.6% | 15,410 | $1.6M |
| Twin Capital Management Inc. | 0.20% | Add +1.5% | 15,178 | $1.5M |
| Banque Pictet & Cie SA | 0.02% | New | 14,978 | $1.5M |
| Cincinnati Casualty Co. | 0.79% | No change | 14,958 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +22.4% | 14,658 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -31.1% | 14,615 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | New | 14,438 | $1.5M |
| Caprock Group, LLC | 0.03% | Reduce -0.6% | 14,239 | $1.4M |
| Excalibur Management Corp. | 0.51% | Add +0.4% | 13,993 | $1.4M |
| Keystone Financial Planning, Inc. | 0.38% | Add +6.3% | 13,957 | $1.4M |
| M&T Bank Corp | 0.00% | Add +14.4% | 13,772 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.7% | 13,755 | $1.4M |
| NovaPoint Capital, LLC | 0.35% | Add +9.8% | 13,741 | $1.4M |
| DRW Securities, LLC | 0.07% | New | 13,376 | $1.3M |
| Jackson Creek Investment Advisors LLC | 0.40% | New | 13,340 | $1.3M |
| Alps Advisors Inc. | 0.01% | Add +1.2% | 13,261 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.19% | Reduce -3.9% | 12,811 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.9% | 12,729 | $1.3M |
| Cookson Peirce & Co. Inc. | 0.05% | Add +28.5% | 12,721 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -33.4% | 12,584 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 12,460 | $1.3M |
| RIA Advisory Group LLC | 0.30% | Add +10.0% | 12,184 | $1.2M |
| Trexquant Investment LP | 0.01% | Reduce -94.3% | 12,158 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Add +16.0% | 12,011 | $1.2M |
| Commerce Bank | 0.01% | Reduce -1.7% | 11,866 | $1.2M |
| Integrated Investment Consultants, LLC | 0.25% | No change | 11,800 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +2.5% | 11,780 | $1.2M |
| Rakuten Investment Management, Inc. | 0.00% | Add +10.4% | 11,788 | $1.2M |
| Naples Global Advisors, LLC | 0.09% | Add +1.0% | 11,568 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.1% | 11,225 | $1.1M |
| Mizuho Markets Americas LLC | 0.03% | New | 11,100 | $1.1M |
| Arvest Bank Trust Division | 0.06% | Add +3.0% | 11,024 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.11% | Add +0.7% | 10,823 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +83.6% | 10,691 | $1.1M |
| Tounjian Advisory Partners, LLC | 0.38% | Add +7.4% | 10,512 | $1.1M |
| Gsa Capital Partners LLP | 0.07% | Add +154.1% | 10,407 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -23.8% | 10,221 | $1.0M |
| Qsemble Capital Management, LP | 0.08% | Reduce -79.1% | 10,154 | $1.0M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.5% | 9,902 | $998K |
| Capstone Investment Advisors, LLC | 0.01% | Add +0.9% | 9,779 | $985K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.1% | 9,756 | $983K |
| MCF Advisors LLC | 0.04% | Reduce -0.4% | 9,747 | $982K |
| Cincinnati Specialty Underwriters Insurance CO | 0.24% | No change | 9,720 | $979K |
| Syon Capital LLC | 0.05% | Reduce -6.7% | 9,707 | $978K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -26.5% | 9,689 | $976K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +165.8% | 9,668 | $974K |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.0% | 9,558 | $963K |
| Regions Financial Corp. | 0.01% | Reduce -2.0% | 9,473 | $954K |
| Walleye Trading LLC | 0.02% | Add +29.9% | 9,429 | $950K |
| Ascent Group, LLC | 0.03% | Reduce -19.9% | 9,391 | $946K |
| Sowell Financial Services LLC | 0.03% | Reduce -13.1% | 9,298 | $937K |
| Portfolio Design Labs, LLC | 0.16% | Reduce -29.7% | 9,143 | $921K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,071 | $914K |
| Mirador Capital Partners LP | 0.13% | Add +1.1% | 9,031 | $910K |
| Wilkinson Global Asset Management LLC | 0.07% | No change | 9,000 | $907K |
| Silver Lake Advisory, LLC | 0.36% | Add +0.7% | 8,933 | $900K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -9.5% | 8,916 | $898K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,901 | $897K |
| Farther Finance Advisors, LLC | 0.01% | Add +13.3% | 8,739 | $887K |
| Defiance ETFs, LLC | 0.01% | New | 8,627 | $869K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -3.0% | 8,609 | $867K |
| FORA Capital, LLC | 0.06% | Add +23.7% | 8,597 | $866K |
| Kuhn & Co Investment Counsel | 0.56% | No change | 8,596 | $866K |
| IFM Investors Pty Ltd | 0.01% | New | 8,517 | $858K |
| MML Investors Services, LLC | 0.00% | Reduce -24.0% | 8,231 | $829K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -85.0% | 7,890 | $818K |
| First Manhattan Co. Llc. | 0.00% | Reduce -35.6% | 8,063 | $812K |
| Probity Advisors, Inc. | 0.13% | Add +0.8% | 7,991 | $805K |
| Norinchukin Bank, The | 0.01% | Reduce -0.1% | 7,813 | $787K |
| Cwm, LLC | 0.00% | Add +7.9% | 7,725 | $778K |
| Glenmede Trust Co. NA | 0.00% | Add +5.1% | 7,718 | $778K |
| Merit Financial Group, LLC | 0.01% | Add +18.1% | 7,548 | $760K |
| Swiss Life Asset Management Ltd | 0.00% | Add +32.5% | 7,518 | $757K |
| Arvest Investments, Inc. | 0.10% | Reduce -2.0% | 7,436 | $749K |
| Whalerock Point Partners, LLC | 0.15% | Reduce -2.7% | 7,385 | $744K |
| Blueshift Asset Management, LLC | 0.22% | New | 7,304 | $736K |
| Mizuho Securities USA LLC | 0.02% | Reduce -17.0% | 7,236 | $729K |
| Vise Technologies, Inc. | 0.01% | No change | 8,079 | $717K |
| Mather Group, Llc. | 0.01% | Add +9.0% | 7,059 | $711K |
| Quantum Portfolio Management LLC | 0.31% | New | 7,059 | $711K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.0% | 7,029 | $708K |
| Aberdeen Group plc | 0.00% | Add +8.5% | 7,002 | $705K |
| Invst, LLC | 0.08% | New | 6,928 | $698K |
| Nomura Holdings Inc. | 0.01% | Add +171.3% | 6,897 | $695K |
| Hartford Investment Management Co. | 0.02% | Reduce -0.0% | 6,839 | $689K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,693 | $674K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -43.7% | 6,690 | $674K |
| Sciencast Management LP | 0.08% | New | 6,522 | $657K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -24.6% | 6,399 | $645K |
| Mackenzie Financial Corp. | 0.00% | Add +34.5% | 6,378 | $643K |
| Havemeyer Place LP | 0.07% | Add +146.4% | 6,369 | $642K |
| Mirabella Financial Services LLP | 0.06% | Reduce -14.6% | 6,325 | $637K |
| PFG Advisors | 0.03% | New | 6,201 | $625K |
| Elevated Capital Advisors, LLC | 0.16% | New | 6,192 | $624K |
| Intech Investment Management LLC | 0.01% | New | 6,188 | $623K |
| Centennial Wealth Advisory LLC | 0.15% | Add +11.4% | 6,132 | $618K |
| Louisiana State Employees Retirement System | 0.01% | No change | 6,100 | $615K |
| Walleye Capital LLC | 0.00% | New | 6,098 | $614K |
| Marshall Financial Group, LLC | 0.10% | No change | 5,996 | $604K |
| Empowered Funds, LLC | 0.00% | New | 5,988 | $603K |
| Vident Advisory, LLC | 0.01% | Reduce -16.9% | 5,944 | $599K |
| Praxis Investment Management Inc. | 0.04% | No change | 5,911 | $596K |
| Brighton Jones LLC | 0.01% | New | 5,906 | $595K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,790 | $583K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 5,764 | $581K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.2% | 5,746 | $579K |
| HUB Investment Partners, LLC | 0.01% | Add +54.1% | 5,705 | $575K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,682 | $572K |
| QRG Capital Management, Inc. | 0.01% | Reduce -56.6% | 5,681 | $572K |
| Credit Agricole S A | 0.00% | New | 5,670 | $571K |
| HB Wealth Management, LLC | 0.00% | Add +66.6% | 5,628 | $567K |
| CSU Producer Resources, Inc. | 1.62% | No change | 5,602 | $564K |
| Chicago Partners Investment Group LLC | 0.01% | Add +50.3% | 5,576 | $562K |
| New Mexico Educational Retirement Board | 0.02% | No change | 5,560 | $560K |
| Virtu Financial LLC | 0.02% | New | 5,554 | $559K |
| 1620 Investment Advisors, Inc. | 0.37% | Add +2.6% | 5,377 | $542K |
| Inspire Investing, LLC | 0.03% | Add +176300.0% | 5,292 | $533K |
| Savant Capital, LLC | 0.00% | Add +8.5% | 5,259 | $530K |
| Waverly Advisors, LLC | 0.00% | Add +26.4% | 5,211 | $525K |
| Chelsea Counsel Co. | 0.23% | Add +9.0% | 5,189 | $523K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.1% | 5,184 | $522K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +20.5% | 5,182 | $522K |
| Brooklyn Investment Group | 0.02% | Add +58.5% | 5,137 | $518K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +0.4% | 5,098 | $514K |
| Parallel Advisors, LLC | 0.01% | Add +31.8% | 5,017 | $505K |
| Viawealth, LLC | 0.28% | Add +0.9% | 4,972 | $501K |
| Bessemer Group Inc. | 0.00% | Add +26.1% | 4,934 | $496K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -6.0% | 4,912 | $494K |
| Sagewood Asset Management LP | 0.15% | Add +75.9% | 4,903 | $494K |
| MUFG Securities EMEA plc | 0.01% | No change | 4,902 | $494K |
| Key Financial Inc | 0.09% | No change | 4,900 | $494K |
| DGS Capital Management, LLC | 0.08% | Add +74.1% | 4,891 | $493K |
| Mgo One Seven LLC | 0.01% | Add +12.6% | 4,870 | $491K |
| Accurate Wealth Management, LLC | 0.06% | Add +98.1% | 4,735 | $491K |
| Kentucky Retirement Systems | 0.04% | New | 9,085 | $481K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,746 | $478K |
| TD Waterhouse Canada Inc. | 0.00% | Add +354.6% | 4,637 | $471K |
| Capital International Sarl | 0.01% | New | 4,655 | $469K |
| IFP Advisors, Inc | 0.01% | Reduce -2.8% | 4,634 | $467K |
| Meeder Advisory Services, Inc. | 0.02% | Add +9.2% | 4,589 | $462K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 4,562 | $460K |
| Kera Capital Partners, Inc. | 0.06% | Add +13.4% | 4,535 | $457K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.0% | 4,523 | $456K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,500 | $453K |
| Quadrant Capital Group LLC | 0.01% | Add +2.1% | 4,442 | $448K |
| GAMMA Investing LLC | 0.02% | Add +67.1% | 4,438 | $447K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -2.0% | 4,402 | $444K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +78.6% | 4,394 | $443K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.4% | 4,347 | $438K |
| Truvestments Capital LLC | 0.08% | No change | 4,320 | $435K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +5.4% | 4,270 | $430K |
| Entropy Technologies, LP | 0.02% | Reduce -50.8% | 4,261 | $429K |
| Summit Global Investments | 0.03% | New | 4,248 | $428K |
| SageGuard Financial Group, LLC | 0.07% | Add +0.7% | 4,244 | $428K |
| NewEdge Advisors, LLC | 0.00% | Reduce -38.6% | 4,211 | $424K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -90.9% | 4,208 | $424K |
| Virtus Advisers, LLC | 0.20% | No change | 4,145 | $418K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -5.3% | 4,103 | $413K |
| Park National Corp. | 0.01% | New | 4,097 | $413K |
| Profund Advisors LLC | 0.02% | Reduce -31.3% | 4,082 | $411K |
| Compound Planning, Inc. | 0.01% | Add +4.2% | 4,070 | $410K |
| Aaron Wealth Advisors LLC | 0.02% | New | 4,025 | $406K |
| Sterling Capital Management LLC | 0.01% | Reduce -48.4% | 4,017 | $405K |
| Empirical Finance, LLC | 0.02% | Reduce -0.1% | 4,001 | $403K |
| Spirit of America Management Corp. | 0.08% | No change | 4,000 | $403K |
| Dickmeyer Boyce Financial Management, Inc. | 0.23% | — | 3,953 | $398K |
| Kestra Advisory Services, LLC | 0.00% | Add +294.7% | 3,935 | $396K |
| Farringdon Capital, Ltd. | 0.09% | New | 3,919 | $395K |
| Contravisory Investment Management, Inc. | 0.08% | Reduce -17.5% | 3,884 | $391K |
| Intrua Financial, LLC | 0.04% | Add +0.2% | 3,852 | $388K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 3,830 | $386K |
| Inscription Capital, LLC | 0.04% | Add +4.3% | 3,758 | $379K |
| Teacher Retirement System of Texas | 0.00% | Reduce -18.1% | 3,725 | $375K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,690 | $372K |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 3,668 | $370K |
| Focused Alpha, LLC | 0.11% | No change | 3,657 | $368K |
| Index Technologies Group LLC | 0.40% | New | 3,636 | $366K |
| Frec Markets, Inc. | 0.06% | New | 3,624 | $365K |
| Teza Capital Management LLC | 1.34% | New | 3,619 | $365K |
| Principia Wealth Advisory, LLC | 0.20% | Add +1.0% | 3,550 | $358K |
| KBC Group NV | 0.00% | Add +18.9% | 3,483 | $351K |
| North Dakota State Investment Board | 0.02% | Reduce -14.7% | 3,483 | $351K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,449 | $347K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 3,435 | $346K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +4.4% | 3,410 | $344K |
| V-Square Quantitative Management LLC | 0.04% | Add +1.0% | 3,392 | $342K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.9% | 3,357 | $338K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.5% | 3,323 | $335K |
| Mufg Securities Americas Inc. | 0.02% | Add +2.7% | 3,312 | $334K |
| GTS Securities LLC | 0.01% | New | 3,306 | $333K |
| Moody National Bank Trust Division | 0.03% | Add +1.7% | 3,306 | $333K |
| Crestwood Advisors Group, LLC | 0.01% | Add +9.8% | 3,302 | $333K |
| GeoWealth Management, LLC | 0.01% | New | 3,298 | $332K |
| Lifeworks Advisors, LLC | 0.04% | Add +0.9% | 3,279 | $330K |
| &partners | 0.00% | Reduce -0.8% | 3,266 | $329K |
| Hantz Financial Services, Inc. | 0.01% | Add +20.6% | 3,257 | $328K |
| US Asset Management LLC | 0.28% | New | 3,245 | $327K |
| Arax Advisory Partners | 0.01% | Reduce -18.0% | 3,232 | $326K |
| MQS Management LLC | 0.22% | New | 3,231 | $326K |
| Securian Asset Management, Inc. | 0.01% | No change | 3,215 | $324K |
| Investment Advisory Services Inc. /TX | 0.10% | Reduce -0.0% | 3,173 | $320K |
| Verity Asset Management, Inc. | 0.13% | Reduce -5.2% | 3,166 | $319K |
| Wedmont Private Capital | 0.01% | Add +19.7% | 3,056 | $315K |
| International Private Wealth Advisors LLC | 0.19% | Add +12.9% | 3,076 | $310K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.2% | 3,443 | $305K |
| Huntington National Bank | 0.00% | Add +0.0% | 3,017 | $304K |
| Brown Brothers Harriman & Co. | 0.00% | Add +21.8% | 3,014 | $304K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -67.0% | 3,010 | $303K |
| DF Dent & Co. Inc. | 0.01% | No change | 3,000 | $302K |
| Park Avenue Securities LLC | 0.00% | Reduce -33.9% | 2,986 | $301K |
| Ethic Inc. | 0.00% | Reduce -1.9% | 2,984 | $301K |
| New Hampshire Trust | 0.06% | Reduce -19.6% | 2,981 | $300K |
| Holland Advisory Services, Inc. | 0.40% | No change | 2,976 | $300K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -14.1% | 2,976 | $300K |
| Wedbush Securities Inc. | 0.01% | Add +5.3% | 2,963 | $299K |
| JMN Financial LLC | 0.29% | New | 2,963 | $299K |
| Ballentine Partners, LLC | 0.00% | Add +13.0% | 2,945 | $297K |
| Advisory Services Network, LLC | 0.00% | Reduce -20.0% | 2,937 | $296K |
| STRS Ohio | 0.00% | Reduce -0.2% | 2,849 | $287K |
| M.E. Allison & Co., Inc. | 0.19% | No change | 2,847 | $287K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.21% | No change | 2,800 | $284K |
| Certuity, LLC | 0.02% | New | 2,792 | $281K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 2,778 | $280K |
| R Squared Ltd | 0.15% | Reduce -82.2% | 2,703 | $272K |
| 180 Wealth Advisors, LLC | 0.03% | Add +16.1% | 2,693 | $271K |
| EP Wealth Advisors, LLC | 0.00% | Add +8.7% | 2,679 | $270K |
| Xcelsior Advisor Partners LLC | 0.10% | Add +4.3% | 2,625 | $264K |
| Zacks Investment Management | 0.00% | Reduce -27.0% | 2,614 | $263K |
| Crewe Advisors LLC | 0.02% | No change | 2,596 | $262K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,585 | $260K |
| Marble Wealth, LLC | 0.04% | Reduce -6.0% | 2,539 | $256K |
| Patton Fund Management, Inc. | 0.04% | No change | 2,526 | $254K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $254K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,482 | $250K |
| TriaGen Wealth Management LLC | 0.07% | No change | 2,477 | $250K |
| MADDEN SECURITIES Corp | 0.07% | Reduce -62.9% | 2,450 | $247K |
| Old Port Advisors | 0.06% | Reduce -6.6% | 2,410 | $243K |
| Carl P. Sherr & Co., LLC | 0.11% | No change | 2,400 | $242K |
| AlphaGrep UK Ltd | 0.07% | New | 2,368 | $239K |
| Everhart Financial Group, Inc. | 0.02% | New | 2,361 | $238K |
| Greenleaf Trust | 0.00% | Add +3.4% | 2,335 | $235K |
| Caxton Associates LLP | 0.01% | Reduce -64.5% | 2,314 | $233K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,286 | $232K |
| MAI Capital Management | 0.00% | Add +100.3% | 2,300 | $232K |
| High Point Wealth Management, LLC | 0.22% | Add +19.4% | 2,257 | $227K |
| Metis Global Partners, LLC | 0.01% | Reduce -11.2% | 2,248 | $226K |
| Norden Group LLC | 0.02% | Reduce -7.8% | 2,238 | $226K |
| Southland Equity Partners LLC | 0.04% | New | 2,218 | $223K |
| Red Mountain Financial, LLC | 0.21% | New | 2,215 | $223K |
| South Dakota Investment Council | 0.00% | No change | 2,200 | $222K |
| PCM Encore, LLC | 0.05% | New | 2,202 | $222K |
| WealthTrust Axiom LLC | 0.05% | New | 2,200 | $222K |
| NTV Asset Management LLC | 0.02% | New | 2,198 | $221K |
| HBK Sorce Advisory LLC | 0.00% | Add +0.1% | 2,230 | $221K |
| Wealthfront Advisers LLC | 0.00% | New | 2,194 | $221K |
| Empire Financial Management Company, LLC | 0.05% | New | 2,186 | $220K |
| JBR Co Financial Management Inc | 0.09% | No change | 2,470 | $219K |
| Rwa Wealth Partners, LLC | 0.00% | New | 2,166 | $218K |
| Optimize Financial Inc. | 0.10% | New | 2,117 | $213K |
| CreativeOne Wealth, LLC | 0.00% | New | 2,100 | $212K |
| Jain Global LLC | 0.00% | New | 2,100 | $212K |
| Flputnam Investment Management Co. | 0.00% | New | 2,080 | $210K |
| Versant Capital Management, Inc | 0.02% | Add +37.8% | 2,074 | $209K |
| Huntleigh Advisors, Inc. | 0.04% | New | 2,072 | $209K |
| Checchi Capital Advisers, LLC | 0.01% | New | 2,045 | $206K |
| Glenview Trust Co | 0.00% | New | 2,021 | $204K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -35.8% | 2,006 | $202K |
| Gibson Wealth Advisors LLC | 0.14% | New | 2,000 | $202K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,000 | $202K |
| Simplex Trading, LLC | 0.01% | New | 1,996 | $201K |
| Moors & Cabot, Inc. | 0.01% | Reduce -16.8% | 1,987 | $200K |
| Blair William & Co. | 0.00% | New | 1,968 | $198K |
| Larson Financial Group LLC | 0.01% | Add +13.6% | 1,914 | $193K |
| Horizon Investments, LLC | 0.00% | Add +5.1% | 1,907 | $190K |
| Harbour Investments, Inc. | 0.00% | Add +119.4% | 1,854 | $187K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -22.9% | 1,820 | $183K |
| CX Institutional | 0.01% | Add +3.5% | 1,821 | $183K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $182K |
| Assetmark, Inc. | 0.00% | Add +32.8% | 1,719 | $173K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +18.0% | 1,662 | $167K |
| Signaturefd, LLC | 0.00% | Add +16.2% | 1,634 | $165K |
| Group One Trading LLC | 0.01% | Add +102.0% | 1,630 | $164K |
| HM Payson & Co. | 0.00% | No change | 1,611 | $162K |
| Danske Bank A/S | 0.00% | No change | 1,600 | $161K |
| Geneos Wealth Management Inc. | 0.00% | Add +216.9% | 1,578 | $159K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 1,541 | $156K |
| Allworth Financial LP | 0.00% | Add +17.3% | 1,533 | $154K |
| Ancora Advisors LLC | 0.00% | Add +6.9% | 1,463 | $147K |
| Fortitude Family Office, LLC | 0.03% | Add +4.3% | 1,406 | $142K |
| Tidemark, LLC | 0.03% | No change | 1,317 | $133K |
| Quarry LP | 0.03% | Reduce -42.5% | 1,300 | $131K |
| Trust Co | 0.01% | Add +0.9% | 1,285 | $129K |
| Bayforest Capital Ltd | 0.14% | Reduce -63.1% | 1,284 | $129K |
| North Ridge Wealth Advisors, Inc. | 0.07% | No change | 1,230 | $124K |
| Brookfield Corp | 0.00% | New | 1,204 | $121K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,085 | $111K |
| Natixis | 0.00% | New | 1,094 | $110K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,093 | $110K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 1,085 | $109K |
| Tema ETFs LLC | 0.01% | Reduce -98.2% | 1,085 | $109K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,025 | $103K |
| Private Trust Co. NA | 0.01% | Reduce -0.7% | 1,012 | $102K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 1,011 | $102K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $101K |
| Friedenthal Financial | 0.05% | New | 973 | $98K |
| Y.D. More Investments Ltd | 0.00% | Reduce -0.1% | 945 | $95K |
| St Germain D J Co. Inc. | 0.00% | No change | 932 | $94K |
| AdvisorNet Financial, Inc | 0.00% | No change | 894 | $90K |
| City Holding Co. | 0.01% | Reduce -44.5% | 888 | $89K |
| Root Financial Partners, LLC | 0.00% | Add +168.2% | 885 | $89K |
| Asset Planning,Inc | 0.06% | No change | 850 | $86K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +55.5% | 827 | $83K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.4% | 780 | $79K |
| Dorato Capital Management | 0.06% | No change | 750 | $77K |
| Delta Asset Management LLC | 0.01% | Reduce -2.0% | 741 | $75K |
| Manchester Capital Management LLC | 0.01% | No change | 718 | $72K |
| CNB Bank | 0.03% | No change | 715 | $72K |
| First Command Advisory Services, Inc. | 0.00% | No change | 700 | $71K |
| Tsfg, LLC | 0.01% | No change | 631 | $64K |
| Kennebec Savings Bank | 0.05% | No change | 584 | $59K |
| Quent Capital, LLC | 0.00% | Add +31.7% | 577 | $58K |
| UMB Bank, n.a. | 0.00% | Reduce -7.5% | 545 | $55K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 534 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.5% | 531 | $53K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.0% | 531 | $53K |
| CENTRAL TRUST Co | 0.00% | No change | 525 | $53K |
| First Financial Corp. | 0.02% | No change | 500 | $50K |
| Creative Capital Management Investments LLC | 0.01% | No change | 500 | $50K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $50K |
| Montag A & Associates Inc. | 0.00% | No change | 500 | $50K |
| Roble, Belko & Company, Inc | 0.01% | No change | 500 | $50K |
| Alerus Financial NA | 0.00% | No change | 489 | $49K |
| Whittier Trust Co. | 0.00% | Reduce -11.9% | 444 | $45K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $45K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +52.6% | 447 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +1.1% | 438 | $44K |
| CDKV Holdings LLC | 0.04% | No change | 426 | $43K |
| CoreCap Advisors, LLC | 0.00% | Add +0.3% | 405 | $41K |
| First United Bank & Trust | 0.01% | No change | 400 | $40K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $40K |
| Cromwell Holdings LLC | 0.02% | No change | 386 | $39K |
| First Horizon Corp. | 0.00% | Reduce -10.3% | 385 | $39K |
| Parkside Financial Bank & Trust | 0.00% | Add +27.7% | 369 | $37K |
| WPG Advisers, LLC | 0.03% | Reduce -5.4% | 348 | $35K |
| YANKCOM Partnership | 0.01% | No change | 341 | $34K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -0.3% | 330 | $33K |
| Chesapeake Asset Management LLC | 0.03% | No change | 325 | $33K |
| Bravera Wealth | 0.01% | No change | 320 | $32K |
| Boreal Capital Management LLC | 0.03% | No change | 317 | $32K |
| Gen-Wealth Partners Inc | 0.01% | No change | 300 | $30K |
| Caldwell Trust Co | 0.00% | No change | 300 | $30K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -93.6% | 304 | $29K |
| Estabrook Capital Management | 0.00% | No change | 270 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -1.5% | 268 | $27K |
| Blue Trust, Inc. | 0.00% | Reduce -24.0% | 257 | $26K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 250 | $25K |
| Ascentis Independent Advisors | 0.00% | New | 238 | $24K |
| Covestor Ltd | 0.02% | Reduce -16.6% | 237 | $24K |
| SJS Investment Consulting Inc. | 0.00% | Add +0.9% | 234 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.4% | 226 | $23K |
| Costello Asset Management, INC | 0.01% | Add +0.5% | 210 | $21K |
| Wellington-Altus USA Inc. | 0.01% | Reduce -5.8% | 196 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2.5% | 207 | $21K |
| Clearstead Trust, LLC | 0.00% | No change | 186 | $19K |
| Heritage Wealth Advisors | 0.00% | No change | 174 | $18K |
| Pittenger & Anderson Inc. | 0.00% | No change | 167 | $17K |
| Robinswood Financial LLC | 0.01% | Add +1.2% | 163 | $16K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +11.4% | 147 | $15K |
| International Assets Investment Management, LLC | 0.00% | No change | 145 | $15K |
| True Wealth Design, LLC | 0.00% | Add +26.6% | 143 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.8% | 138 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +0.8% | 135 | $14K |
| CVA Family Office, LLC | 0.00% | Add +2133.3% | 134 | $14K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | Add +3125.0% | 129 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.6% | 125 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 126 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 125 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 125 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.1% | 125 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -45.5% | 115 | $12K |
| Sachetta, LLC | 0.01% | New | 112 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 105 | $11K |
| Red Tortoise LLC | 0.00% | No change | 102 | $10K |
| Spire Wealth Management | 0.00% | Reduce -2.9% | 102 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +25.0% | 100 | $10K |
| Maseco LLP | 0.00% | No change | 100 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 100 | $10K |
| Country Trust Bank | 0.00% | No change | 100 | $10K |
| Addison Advisors LLC | 0.00% | Add +470.6% | 97 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 93 | $9K |
| Essential Partners LLC | 0.00% | Add +7.2% | 89 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -56.0% | 80 | $8K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 76 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $8K |
| Community Financial Services Group, LLC | 0.00% | New | 73 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 70 | $7K |
| Grove Bank & Trust | 0.00% | No change | 68 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +79.4% | 61 | $6K |
| LRI Investments, LLC | 0.00% | New | 61 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 59 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 58 | $6K |
| Roxbury Financial LLC | 0.01% | No change | 58 | $6K |
| Wall Street Financial Group, Inc. | 0.00% | New | 56 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 54 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 51 | $5K |
| GW&K Investment Management, LLC | 0.00% | Add +17.8% | 53 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Add +500.0% | 48 | $5K |
| Zions Bancorporation, National Association | 0.00% | Add +46.9% | 47 | $5K |
| Elequin Capital, LP | 0.00% | Reduce -38.6% | 43 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 42 | $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% | Add +2.6% | 40 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +33.3% | 36 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +20.7% | 35 | $4K |
| Rialto Wealth Management, LLC | 0.00% | No change | 35 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 35 | $4K |
| Wiser Advisor Group LLC | 0.00% | No change | 33 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 33 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 31 | $3K |
| J.Safra Asset Management Corp | 0.00% | No change | 30 | $3K |
| Clearstead Advisors, LLC | 0.00% | Reduce -92.4% | 30 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 28 | $3K |
| SHP Wealth Management | 0.00% | New | 28 | $3K |
| Ankerstar Wealth, LLC | 0.00% | No change | 22 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 22 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +120.0% | 22 | $2K |
| Key Capital Management, INC | 0.00% | New | 21 | $2K |
| Evolution Wealth Management Inc. | 0.00% | Add +233.3% | 20 | $2K |
| Summit Securities Group LLC | 0.00% | Reduce -88.8% | 20 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 20 | $2K |
| Clayton Financial Group LLC | 0.00% | No change | 19 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 19 | $2K |
| Osbon Capital Management LLC | 0.00% | No change | 18 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 18 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 18 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 18 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $2K |
| WealthCollab, LLC | 0.00% | No change | 17 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | New | 16 | $2K |
| American National Bank & Trust | 0.00% | Reduce -50.0% | 16 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -7.7% | 12 | $1K |
| Raleigh Capital Management Inc. | 0.00% | New | 12 | $1K |
| Sankala Group LLC | 0.00% | No change | 12 | $1K |
| Rossby Financial, LCC | 0.00% | Add +37.5% | 11 | $1K |
| Clark Wealth Partners | 0.00% | Add +450.0% | 11 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $1K |
| Strive Financial Group ,LLC | 0.00% | Reduce -41.2% | 10 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 9 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 9 | $907 |
| Golden State Wealth Management, LLC | 0.00% | New | 8 | $806 |
| Investors Portfolio Services LLC | 0.00% | New | 8 | $790 |
| Orion Capital Management LLC | 0.00% | No change | 7 | $705 |
| United Community Bank | 0.00% | No change | 7 | $705 |
| North Star Investment Management Corp. | 0.00% | No change | 7 | $705 |
| Millstone Evans Group, LLC | 0.00% | No change | 6 | $605 |
| HFM Investment Advisors, LLC | 0.00% | No change | 6 | $605 |
| Financial Consulate, Inc. | 0.00% | No change | 6 | $605 |
| WestEnd Advisors, LLC | 0.00% | No change | 6 | $605 |
| Asset Dedication, LLC | 0.00% | No change | 6 | $605 |
| American Capital Advisory, LLC | 0.00% | New | 5 | $504 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $504 |
| Activest Wealth Management | 0.00% | Add +150.0% | 5 | $504 |
| Hughes Financial Services, LLC | 0.00% | Add +150.0% | 5 | $504 |
| Intentional Wealth Strategies, LLC | 0.00% | — | 4 | $403 |
| Quaker Wealth Management, LLC | 0.00% | No change | 4 | $403 |
| Signature Equity Partners, LLC | 0.00% | No change | 3 | $335 |
| Curio Wealth, LLC | 0.00% | New | 3 | $302 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $202 |
| Raffa Wealth Management, LLC | 0.00% | New | 2 | $202 |
| Hurley Capital, LLC | 0.00% | No change | 1 | $106 |
| 3 Factor Indexing, LLC | 0.00% | — | 1 | $101 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 1 | $101 |
| MidFirst Bank | 0.00% | New | 1 | $101 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.