Pinnacle West CapitalPNW
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 731 institutions reported holding Pinnacle West Capital (PNW) in their 13F filings, up 23 from Q1 2026. 75 opened new positions and 52 sold out. The largest holders were Capital Research Global Investors ($1.8B), BlackRock, Inc. ($1.3B) and Vanguard Capital Management LLC ($845.0M). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Pinnacle West Capital
- Sector
- Utilities
- CUSIP
- 723484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $97.3M |
| Exits | 52 | $78.0M |
All 13F filers, Q1 2026 → Q2 2026: 11,313,095 shares bought and 5,443,358 shares sold, net +5,869,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 731 holders
| Capital Research Global Investors | 0.25% | Add +0.3% | 16,494,147 | $1.8B |
| BlackRock, Inc. | 0.02% | Add +0.1% | 11,782,896 | $1.3B |
| Vanguard Capital Management LLC | 0.02% | Add +1.2% | 7,897,426 | $845.0M |
| State Street Corp. | 0.02% | Add +1.5% | 7,016,843 | $750.8M |
| Barrow Hanley Mewhinney & Strauss LLC | 2.13% | Reduce -6.1% | 6,575,681 | $703.6M |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -0.0% | 5,986,758 | $640.6M |
| ATLAS Infrastructure Partners (UK) Ltd. | 17.30% | Add +5.1% | 5,332,226 | $570.5M |
| Invesco Ltd. | 0.04% | Reduce -1.8% | 4,173,460 | $446.6M |
| Soroban Capital Partners LP | 2.93% | Add +0.5% | 3,874,977 | $414.6M |
| Geode Capital Management, LLC | 0.02% | Add +2.9% | 3,223,551 | $344.3M |
| Massachusetts Financial Services Co. | 0.10% | Add +0.3% | 2,853,685 | $305.3M |
| Two Sigma Investments, LP | 0.21% | Add +15.0% | 2,517,347 | $269.4M |
| Morgan Stanley | 0.01% | Reduce -7.1% | 1,914,042 | $204.8M |
| Barclays PLC | 0.06% | Add +136.5% | 1,760,271 | $188.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +2.2% | 1,602,618 | $171.5M |
| Wellington Management Group LLP | 0.03% | Add +101.3% | 1,456,941 | $155.9M |
| American Century Companies Inc. | 0.07% | Add +877.9% | 1,444,702 | $154.6M |
| Pictet Asset Management Holding SA | 0.14% | Reduce -0.5% | 1,410,457 | $150.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.0% | 1,372,876 | $146.9M |
| Nuveen, LLC | 0.03% | Add +36.5% | 1,343,084 | $143.7M |
| Norges Bank | 0.01% | — | 1,304,909 | $139.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.7% | 1,178,373 | $126.1M |
| FMR LLC | 0.01% | Add +1336.1% | 1,158,402 | $123.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.7% | 1,097,929 | $117.5M |
| Franklin Resources Inc. | 0.03% | Add +1.1% | 1,087,534 | $116.4M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +194.4% | 1,020,983 | $109.2M |
| Brookfield Corp | 0.13% | Add +79785.5% | 961,821 | $102.9M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 957,114 | $102.4M |
| UBS Group AG | 0.02% | Reduce -4.2% | 925,868 | $99.1M |
| First Trust Advisors LP | 0.06% | Reduce -6.1% | 922,934 | $98.8M |
| Reaves W H & Co. Inc. | 1.48% | Reduce -15.2% | 913,786 | $97.8M |
| Empower Advisory Group, LLC | 0.23% | Add +1.6% | 901,686 | $96.5M |
| Squarepoint Ops LLC | 0.19% | Reduce -28.2% | 881,636 | $94.3M |
| Bank of America Corp. | 0.01% | Reduce -9.6% | 766,289 | $82.0M |
| Cincinnati Financial Corp. | 1.49% | No change | 729,460 | $78.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +1.0% | 680,544 | $72.8M |
| Thrivent Financial for Lutherans | 0.12% | Add +141.6% | 646,418 | $69.2M |
| Duff & Phelps Investment Management Co. | 0.63% | No change | 624,930 | $66.9M |
| Quantinno Capital Management LP | 0.08% | Add +58.2% | 624,833 | $66.9M |
| Perpetual Ltd | 0.93% | Add +3.5% | 608,698 | $65.1M |
| HSBC Holdings PLC | 0.03% | Reduce -6.8% | 606,558 | $65.0M |
| Epoch Investment Partners, Inc. | 0.36% | Add +18.1% | 588,370 | $63.0M |
| Legal & General Group Plc | 0.01% | Add +4.2% | 576,481 | $61.7M |
| Victory Capital Management Inc. | 0.03% | Add +42.0% | 489,128 | $52.3M |
| Gotham Asset Management | 0.12% | Reduce -4.9% | 474,615 | $50.8M |
| Newport Trust Company, LLC | 0.12% | Reduce -1.6% | 451,802 | $48.3M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -45.7% | 439,357 | $47.0M |
| Renaissance Technologies | 0.06% | Reduce -24.5% | 435,000 | $46.5M |
| AQR Capital Management | 0.02% | Add +2.3% | 432,833 | $46.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.6% | 382,201 | $41.8M |
| Point72 Asset Management | 0.06% | Add +256.8% | 365,338 | $39.1M |
| Treasurer of the State of North Carolina | 0.10% | Add +4.1% | 360,325 | $38.6M |
| Deutsche Bank AG | 0.01% | Reduce -9.2% | 360,291 | $38.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -3.5% | 342,498 | $36.6M |
| Gabelli Funds LLC | 0.24% | Add +2.4% | 341,700 | $36.6M |
| Millennium Management | 0.03% | Reduce -23.8% | 333,402 | $35.7M |
| Bank of Montreal | 0.01% | Add +11.7% | 316,993 | $33.9M |
| Cincinnati Insurance Co. | 0.46% | No change | 296,838 | $31.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.7% | 291,694 | $31.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.22% | Reduce -2.2% | 270,963 | $29.0M |
| Citadel Advisors | 0.02% | Add +458.8% | 265,831 | $28.4M |
| HITE Hedge Asset Management LLC | 1.47% | New | 249,955 | $26.7M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -0.3% | 249,344 | $26.7M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +2.1% | 248,651 | $26.6M |
| Citigroup Inc. | 0.01% | Add +53.5% | 244,182 | $26.1M |
| Swiss National Bank | 0.01% | Add +2.5% | 242,900 | $26.0M |
| Toronto Dominion Bank | 0.04% | Add +570.9% | 242,333 | $25.9M |
| HRT Financial LP | 0.04% | Add +32.3% | 228,443 | $24.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 223,748 | $23.9M |
| Jennison Associates LLC | 0.01% | Reduce -3.1% | 218,930 | $23.4M |
| Amundi | 0.01% | Add +41.4% | 218,811 | $23.4M |
| Zimmer Partners, LP | 0.55% | Reduce -56.5% | 217,555 | $23.3M |
| California Public Employees Retirement System | 0.01% | Reduce -21.4% | 216,426 | $23.2M |
| AE Wealth Management LLC | 0.11% | Add +14.3% | 216,403 | $23.2M |
| Arbejdsmarkedets Tillaegspension | 0.50% | New | 214,200 | $22.9M |
| Creative Planning | 0.01% | Add +26.6% | 207,789 | $22.2M |
| Rhumbline Advisers | 0.02% | Reduce -3.2% | 205,782 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.4% | 201,227 | $21.5M |
| Susquehanna Portfolio Strategies, LLC | 0.33% | Add +4.1% | 195,925 | $21.0M |
| Midwest Trust Co | 0.24% | Reduce -0.7% | 195,495 | $20.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Reduce -8.8% | 192,809 | $20.6M |
| Royal Bank of Canada | 0.00% | Reduce -19.0% | 182,495 | $19.5M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -81.7% | 182,222 | $19.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 181,617 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 175,710 | $18.8M |
| Mizuho Markets Americas LLC | 0.33% | Add +1457.7% | 172,900 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +3.2% | 172,049 | $18.4M |
| Bridgewater Associates | 0.07% | Add +2.6% | 169,107 | $18.1M |
| Capital Fund Management S.A. | 0.13% | Add +43.3% | 167,754 | $17.9M |
| Sei Investments Co. | 0.02% | Reduce -8.1% | 163,033 | $17.4M |
| Federated Hermes, Inc. | 0.03% | Reduce -0.1% | 162,840 | $17.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +44.6% | 154,985 | $16.6M |
| Los Angeles Capital Management LLC | 0.06% | Add +534.5% | 154,515 | $16.5M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -33.8% | 150,690 | $16.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +8.7% | 149,733 | $16.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 139,992 | $15.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.2% | 134,896 | $14.4M |
| Harvest Portfolios Group Inc. | 0.20% | Add +6.5% | 131,382 | $14.1M |
| Captrust Financial Advisors | 0.02% | Reduce -4.9% | 128,921 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 127,999 | $13.7M |
| Magellan Asset Management Ltd | 0.31% | Add +10.7% | 127,654 | $13.7M |
| Alliancebernstein L.P. | 0.00% | Add +2.5% | 134,678 | $13.6M |
| LSV Asset Management | 0.02% | No change | 124,510 | $13.3M |
| Skba Capital Management LLC | 2.14% | Reduce -23.6% | 120,930 | $12.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +97.0% | 111,825 | $12.0M |
| Ceredex Value Advisors LLC | 0.33% | Reduce -5.9% | 110,975 | $11.9M |
| Cerity Partners LLC | 0.01% | Add +5.7% | 106,763 | $11.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.3% | 106,515 | $11.4M |
| Resolution Capital Ltd | 0.21% | Add +129.6% | 104,931 | $11.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +7.9% | 98,750 | $10.6M |
| Lighthouse Investment Partners, LLC | 0.32% | Add +455.0% | 95,886 | $10.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +25.7% | 95,750 | $10.2M |
| Vanguard Investments Australia, Ltd. | 0.03% | Add +4.5% | 94,049 | $10.1M |
| Channing Capital Management, LLC | 0.23% | Reduce -3.6% | 93,057 | $10.0M |
| LPL Financial LLC | 0.00% | Add +32.1% | 91,536 | $9.8M |
| Edgestream Partners, L.P. | 0.28% | Add +22.0% | 88,351 | $9.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -25.0% | 86,992 | $9.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | New | 85,349 | $9.1M |
| Algert Global LLC | 0.11% | Reduce -18.4% | 85,002 | $9.1M |
| American Assets Investment Management, LLC | 0.54% | No change | 83,000 | $8.9M |
| Macquarie Group Ltd. | 0.04% | Reduce -0.8% | 82,903 | $8.9M |
| Corient Private Wealth LP | 0.01% | Add +3.5% | 82,476 | $8.8M |
| TD Asset Management Inc | 0.01% | Add +7.3% | 82,006 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +6.3% | 79,919 | $8.6M |
| Worldquant Millennium Advisors LLC | 0.03% | Add +9.3% | 78,920 | $8.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +11.8% | 77,808 | $8.3M |
| Ilex Capital Partners (UK) LLP | 0.16% | New | 74,669 | $8.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 74,518 | $8.0M |
| Aventail Capital Group, LP | 0.44% | Reduce -53.0% | 71,931 | $7.7M |
| DNB Asset Management AS | 0.02% | Reduce -4.6% | 71,894 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.0% | 69,574 | $7.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -4.5% | 69,505 | $7.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -56.0% | 68,244 | $7.3M |
| Guggenheim Capital LLC | 0.05% | Reduce -6.6% | 67,489 | $7.2M |
| Systematic Financial Management LP | 0.14% | Add +29.4% | 66,090 | $7.1M |
| Beacon Investment Advisory Services, Inc. | 0.26% | Add +0.4% | 65,932 | $7.1M |
| Ruffer LLP | 0.25% | New | 65,180 | $7.0M |
| Graham Capital Management, L.P. | 0.26% | Reduce -4.4% | 63,569 | $6.8M |
| Prudential Financial Inc. | 0.01% | Add +8.5% | 62,775 | $6.7M |
| Butensky & Cohen Financial Security, Inc. | 1.62% | Reduce -0.7% | 61,086 | $6.5M |
| SG Americas Securities, LLC | 0.00% | Add +227.6% | 60,633 | $6.5M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.8% | 58,614 | $6.3M |
| Fifth Third Bancorp | 0.01% | Reduce -6.5% | 57,470 | $6.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +4.2% | 57,208 | $6.1M |
| Trexquant Investment LP | 0.04% | Add +357.3% | 55,593 | $5.9M |
| Jupiter Topco LLC | 0.00% | — | 54,939 | $5.9M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +7.6% | 54,214 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Add +4.0% | 52,613 | $5.6M |
| FIL Ltd | 0.00% | Add +4.3% | 52,164 | $5.6M |
| Van Eck Associates Corp. | 0.00% | Add +6.6% | 51,611 | $5.5M |
| Baker Ellis Asset Management LLC | 0.56% | Add +1.2% | 50,144 | $5.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -50.9% | 49,526 | $5.3M |
| National Bank of Canada | 0.00% | Reduce -1.7% | 48,564 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +12.6% | 48,533 | $5.2M |
| CWA Asset Management Group, LLC | 0.16% | Add +12.5% | 48,259 | $5.2M |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 47,702 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.6% | 46,827 | $5.0M |
| Lazard Asset Management LLC | 0.01% | Add +30.4% | 45,837 | $4.9M |
| Brevan Howard Capital Management LP | 0.07% | Reduce -28.1% | 44,037 | $4.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -5.7% | 39,511 | $4.2M |
| Hudson Bay Capital Management LP | 0.02% | New | 37,960 | $4.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.2% | 37,495 | $4.0M |
| Quantbot Technologies LP | 0.15% | Reduce -54.9% | 36,631 | $3.9M |
| Bfsg, LLC | 0.35% | Reduce -0.1% | 36,571 | $3.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 36,507 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +2.4% | 36,319 | $3.9M |
| Tidal Investments LLC | 0.01% | Add +233.3% | 35,637 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +27.2% | 36,816 | $3.8M |
| Public Sector Pension Investment Board | 0.01% | Add +1.8% | 34,628 | $3.7M |
| Czech National Bank | 0.02% | Add +5.8% | 34,494 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.0% | 34,344 | $3.7M |
| Arizona State Retirement System | 0.02% | Add +1.5% | 33,395 | $3.6M |
| Defiance ETFs, LLC | 0.05% | Add +285.4% | 33,246 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -3.0% | 32,779 | $3.5M |
| ProShare Advisors LLC | 0.01% | Add +0.7% | 32,688 | $3.5M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +1.1% | 32,552 | $3.5M |
| Cambiar Investors LLC | 0.15% | Reduce -9.2% | 32,528 | $3.5M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -13.0% | 32,435 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.0% | 31,581 | $3.4M |
| State of Michigan Retirement System | 0.01% | Reduce -1.6% | 30,761 | $3.3M |
| Ethic Inc. | 0.04% | Add +885.1% | 29,395 | $3.1M |
| Tudor Investment Corporation | 0.01% | Add +81.4% | 29,320 | $3.1M |
| Romano Brothers and Company | 0.31% | Reduce -1.7% | 29,225 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +2.8% | 29,086 | $3.1M |
| Fortem Financial Group, LLC | 0.62% | Add +6.3% | 28,593 | $3.1M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -15.4% | 28,521 | $3.1M |
| TD Private Client Wealth LLC | 0.06% | Reduce -2.5% | 28,409 | $3.0M |
| Voya Investment Management LLC | 0.00% | Reduce -1.4% | 28,227 | $3.0M |
| Riverwater Partners LLC | 0.89% | Add +3.3% | 28,099 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.8% | 27,720 | $3.0M |
| New Age Alpha Advisors, LLC | 0.12% | Reduce -0.6% | 26,940 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +13.7% | 26,806 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Add +0.6% | 26,587 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -6.6% | 26,404 | $2.8M |
| Rothschild Investment LLC | 0.11% | Reduce -0.0% | 26,378 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -4.5% | 26,106 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Add +15.4% | 26,106 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.1% | 25,583 | $2.7M |
| Retirement Systems of Alabama | 0.01% | Add +0.2% | 25,459 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.3% | 25,260 | $2.7M |
| Inspire Advisors, LLC | 0.19% | New | 25,246 | $2.7M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -28.4% | 24,700 | $2.6M |
| Azimuth Capital Investment Management LLC | 0.09% | Reduce -0.3% | 24,200 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.0% | 24,094 | $2.6M |
| Parcion Private Wealth LLC | 0.14% | Add +1.4% | 24,076 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +20.4% | 23,807 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -17.4% | 23,821 | $2.5M |
| Burney Co./ | 0.07% | Add +2.1% | 23,036 | $2.5M |
| Occudo Quantitative Strategies LP | 0.13% | Add +190.1% | 22,885 | $2.4M |
| SFE Investment Counsel | 0.33% | Reduce -1.3% | 22,585 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -7.6% | 21,299 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.15% | Reduce -16.2% | 20,912 | $2.2M |
| Atom Investors LP | 0.20% | New | 20,759 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +10.7% | 20,436 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +0.2% | 19,939 | $2.1M |
| Woodline Partners LP | 0.01% | Add +4.1% | 19,533 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +6.0% | 18,681 | $2.0M |
| NEOS Investment Management LLC | 0.01% | Add +7.6% | 18,501 | $2.0M |
| Utah Retirement Systems | 0.02% | Reduce -5.0% | 18,367 | $2.0M |
| Summit Trail Advisors, LLC | 0.02% | Add +25.0% | 18,329 | $2.0M |
| Aquatic Capital Management LLC | 0.07% | Reduce -18.0% | 18,216 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 17,949 | $1.9M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -46.3% | 18,003 | $1.9M |
| Caxton Associates LLP | 0.04% | Add +666.8% | 17,744 | $1.9M |
| Quadrature Capital Ltd | 0.02% | New | 17,721 | $1.9M |
| Schnieders Capital Management, Llc. | 0.25% | Add +1.9% | 17,695 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.0% | 16,989 | $1.8M |
| Xponance LLC | 0.01% | Reduce -1.4% | 16,888 | $1.8M |
| Entropy Technologies, LP | 0.07% | Add +291.9% | 16,697 | $1.8M |
| Alps Advisors Inc. | 0.01% | Add +25.7% | 16,666 | $1.8M |
| Allstate Corp. | 0.02% | Add +1.8% | 16,658 | $1.8M |
| New York Life Investment Management LLC | 0.01% | Add +1.5% | 16,655 | $1.8M |
| Vestcor Inc | 0.04% | No change | 16,405 | $1.8M |
| Aristotle Capital Boston, LLC | 0.12% | Reduce -24.9% | 16,047 | $1.7M |
| Caprock Group, LLC | 0.03% | Add +9.9% | 15,650 | $1.7M |
| Aster Capital Management (DIFC) Ltd | 0.35% | Add +4913.2% | 15,240 | $1.6M |
| Twin Capital Management Inc. | 0.18% | Reduce -0.7% | 15,079 | $1.6M |
| Cincinnati Casualty Co. | 0.85% | No change | 14,958 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +8.4% | 14,914 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +45.2% | 14,841 | $1.6M |
| NovaPoint Capital, LLC | 0.33% | Add +7.6% | 14,787 | $1.6M |
| Excalibur Management Corp. | 0.50% | Add +0.5% | 14,066 | $1.5M |
| Keystone Financial Planning, Inc. | 0.39% | No change | 13,957 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +15.7% | 13,623 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Add +12.5% | 13,516 | $1.4M |
| Jump Financial, LLC | 0.01% | Reduce -75.5% | 13,500 | $1.4M |
| Cookson Peirce & Co. Inc. | 0.05% | Add +6.0% | 13,490 | $1.4M |
| Rafferty Asset Management, LLC | 0.00% | Add +38.2% | 13,386 | $1.4M |
| M&T Bank Corp | 0.00% | Reduce -3.2% | 13,333 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -14.4% | 13,185 | $1.4M |
| Vise Technologies, Inc. | 0.02% | Add +62.4% | 13,120 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -9.8% | 13,016 | $1.4M |
| RIA Advisory Group LLC | 0.31% | Add +6.4% | 12,963 | $1.4M |
| Rakuten Investment Management, Inc. | 0.00% | Add +9.0% | 12,849 | $1.4M |
| Pathstone Holdings, LLC | 0.00% | Add +34.6% | 12,861 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 12,504 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.9% | 12,485 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -39.3% | 12,239 | $1.3M |
| Naples Global Advisors, LLC | 0.08% | Add +5.7% | 12,228 | $1.3M |
| Integrated Investment Consultants, LLC | 0.25% | No change | 11,800 | $1.3M |
| Commerce Bank | 0.01% | Reduce -0.7% | 11,783 | $1.3M |
| Savant Capital, LLC | 0.00% | Add +124.3% | 11,797 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +34.2% | 11,046 | $1.2M |
| MCF Advisors LLC | 0.04% | Add +11.7% | 10,889 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.09% | Reduce -0.1% | 10,811 | $1.2M |
| Walleye Trading LLC | 0.02% | Add +14.2% | 10,771 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Add +8.3% | 10,719 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -52.0% | 10,646 | $1.1M |
| Ironwood Investment Counsel, LLC | 0.15% | Reduce -16.9% | 10,643 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Add +7.4% | 10,476 | $1.1M |
| Arvest Bank Trust Division | 0.05% | Reduce -6.3% | 10,324 | $1.1M |
| Lido Advisors, LLC | 0.00% | Reduce -18.1% | 10,309 | $1.1M |
| Syon Capital LLC | 0.05% | Add +5.2% | 10,215 | $1.1M |
| Oak Thistle LLC | 0.10% | Reduce -72.5% | 10,049 | $1.1M |
| Gsa Capital Partners LLP | 0.07% | Reduce -3.9% | 10,000 | $1.1M |
| Portfolio Design Labs, LLC | 0.17% | Add +7.7% | 9,850 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Add +164.2% | 9,843 | $1.1M |
| Frec Markets, Inc. | 0.09% | Add +170.6% | 9,805 | $1.0M |
| Banco Santander, S.A. | 0.01% | New | 9,790 | $1.0M |
| Cincinnati Specialty Underwriters Insurance CO | 0.23% | No change | 9,720 | $1.0M |
| PFG Advisors | 0.05% | Add +53.5% | 9,519 | $1.0M |
| Mizuho Securities USA LLC | 0.02% | Add +31.1% | 9,488 | $1.0M |
| Ascent Group, LLC | 0.03% | Add +0.2% | 9,413 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +7.0% | 9,348 | $1.0M |
| Regions Financial Corp. | 0.01% | Reduce -2.3% | 9,253 | $990K |
| Centiva Capital, LP | 0.03% | New | 9,245 | $989K |
| Merit Financial Group, LLC | 0.01% | Add +21.3% | 9,158 | $980K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,071 | $971K |
| Wilkinson Global Asset Management LLC | 0.08% | No change | 9,000 | $963K |
| Pacer Advisors, Inc. | 0.00% | Reduce -51.5% | 8,969 | $960K |
| Mirador Capital Partners LP | 0.12% | Reduce -1.2% | 8,922 | $955K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,901 | $953K |
| HUB Investment Partners, LLC | 0.02% | Add +55.9% | 8,895 | $952K |
| Nomura Holdings Inc. | 0.00% | Add +28.9% | 8,894 | $952K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.3% | 8,799 | $941K |
| Silver Lake Advisory, LLC | 0.33% | Reduce -2.0% | 8,750 | $936K |
| IFM Investors Pty Ltd | 0.01% | Add +2.4% | 8,717 | $933K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.1% | 8,598 | $920K |
| Kuhn & Co Investment Counsel | 0.53% | No change | 8,596 | $920K |
| Jane Street Group, LLC | 0.00% | Reduce -92.8% | 8,420 | $901K |
| Swiss Life Asset Management Ltd | 0.00% | Add +9.8% | 8,253 | $883K |
| Gateway Investment Advisers LLC | 0.01% | Add +95.4% | 8,221 | $880K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -51.3% | 8,161 | $873K |
| Rockefeller Capital Management L.P. | 0.00% | Add +38.6% | 7,963 | $852K |
| Probity Advisors, Inc. | 0.12% | Reduce -0.9% | 7,919 | $847K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 7,900 | $845K |
| Norinchukin Bank, The | 0.01% | Add +0.6% | 7,856 | $841K |
| Jackson Creek Investment Advisors LLC | 0.28% | Reduce -38.0% | 8,270 | $835K |
| Sowell Financial Services LLC | 0.03% | Reduce -16.3% | 7,785 | $833K |
| Vident Advisory, LLC | 0.01% | Add +28.8% | 7,656 | $819K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.2% | 7,627 | $816K |
| Arax Advisory Partners | 0.01% | Add +131.6% | 7,485 | $801K |
| Chicago Partners Investment Group LLC | 0.02% | Add +34.4% | 7,494 | $790K |
| Kera Capital Partners, Inc. | 0.08% | Add +62.1% | 7,352 | $787K |
| First Manhattan Co. Llc. | 0.00% | Reduce -9.3% | 7,317 | $783K |
| Arvest Investments, Inc. | 0.09% | Reduce -2.5% | 7,250 | $776K |
| Quantum Portfolio Management LLC | 0.27% | Add +0.0% | 7,062 | $756K |
| Mather Group, Llc. | 0.01% | Reduce -0.2% | 7,042 | $754K |
| Integrated Wealth Concepts LLC | 0.00% | Add +23.3% | 7,004 | $749K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +58.6% | 6,968 | $746K |
| Inceptionr LLC | 0.18% | New | 6,827 | $730K |
| Invst, LLC | 0.07% | Reduce -1.7% | 6,812 | $729K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.0% | 6,675 | $714K |
| Centennial Wealth Advisory LLC | 0.15% | Add +8.1% | 6,629 | $709K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +46.2% | 6,612 | $707K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.5% | 6,590 | $705K |
| Hartford Investment Management Co. | 0.02% | Reduce -5.1% | 6,491 | $695K |
| D.A. Davidson & Co. | 0.00% | Reduce -42.2% | 6,490 | $694K |
| Polymer Capital Management (US) LLC | 0.10% | New | 6,464 | $692K |
| Mackenzie Financial Corp. | 0.00% | Add +1.2% | 6,453 | $690K |
| Maryland State Retirement & Pension System | 0.01% | Add +8.7% | 6,292 | $673K |
| Inspire Investing, LLC | 0.03% | Add +17.8% | 6,233 | $667K |
| Whalerock Point Partners, LLC | 0.12% | Reduce -15.9% | 6,210 | $664K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.6% | 6,200 | $663K |
| Cynosure Group, LLC | 0.10% | New | 6,144 | $657K |
| Brighton Jones LLC | 0.01% | Add +2.2% | 6,034 | $646K |
| Marshall Financial Group, LLC | 0.09% | No change | 5,996 | $642K |
| New Mexico Educational Retirement Board | 0.02% | Add +7.2% | 5,960 | $638K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,911 | $632K |
| HB Wealth Management, LLC | 0.00% | Add +4.0% | 5,852 | $626K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 5,816 | $622K |
| TD Waterhouse Canada Inc. | 0.00% | Add +23.1% | 5,706 | $607K |
| CSU Producer Resources, Inc. | 1.97% | No change | 5,602 | $599K |
| Mgo One Seven LLC | 0.01% | Add +12.8% | 5,494 | $588K |
| Sagewood Asset Management LP | 0.13% | Add +12.0% | 5,493 | $588K |
| 1620 Investment Advisors, Inc. | 0.36% | Add +0.7% | 5,417 | $580K |
| Sanctuary Advisors, LLC | 0.00% | Add +31.5% | 5,395 | $577K |
| Bank of Nova Scotia | 0.00% | Reduce -94.7% | 5,310 | $568K |
| Brown Brothers Harriman & Co. | 0.00% | Add +73.6% | 5,232 | $560K |
| Bessemer Group Inc. | 0.00% | Add +4.7% | 5,167 | $553K |
| Aberdeen Group plc | 0.00% | Reduce -26.3% | 5,161 | $552K |
| Axq Capital, LP | 0.06% | New | 5,153 | $551K |
| EP Wealth Advisors, LLC | 0.00% | Add +91.5% | 5,129 | $549K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.1% | 5,101 | $546K |
| Accurate Wealth Management, LLC | 0.05% | Add +6.0% | 5,019 | $543K |
| Chelsea Counsel Co. | 0.23% | Reduce -2.4% | 5,064 | $542K |
| Asset Management One Co., Ltd. | 0.00% | Add +13.7% | 5,005 | $536K |
| Viawealth, LLC | 0.27% | No change | 4,972 | $532K |
| Aaron Wealth Advisors LLC | 0.03% | Add +23.4% | 4,966 | $531K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -49.4% | 4,949 | $530K |
| Meeder Advisory Services, Inc. | 0.02% | Add +7.6% | 4,939 | $528K |
| QRG Capital Management, Inc. | 0.00% | Reduce -13.3% | 4,926 | $527K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.5% | 4,893 | $524K |
| Baker Avenue Asset Management, LP | 0.01% | Add +96.8% | 4,885 | $523K |
| Equitable Holdings, Inc. | 0.00% | Add +39.3% | 4,795 | $513K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,746 | $508K |
| Virtus Advisers, LLC | 0.20% | Add +13.6% | 4,709 | $504K |
| MUFG Securities EMEA plc | 0.01% | Reduce -4.4% | 4,686 | $501K |
| Certuity, LLC | 0.02% | Add +66.5% | 4,649 | $497K |
| Coldstream Capital Management Inc. | 0.01% | Add +33.4% | 4,600 | $492K |
| Waverly Advisors, LLC | 0.00% | Reduce -12.1% | 4,582 | $490K |
| Aviance Capital Partners, LLC | 0.05% | No change | 4,500 | $482K |
| Inscription Capital, LLC | 0.04% | Add +19.7% | 4,499 | $481K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -9.8% | 4,429 | $476K |
| Global Retirement Partners, LLC | 0.01% | — | 4,446 | $476K |
| Sivia Capital Partners, LLC | 0.06% | New | 4,442 | $475K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.8% | 4,406 | $471K |
| GAMMA Investing LLC | 0.02% | Reduce -1.0% | 4,394 | $470K |
| Crestwood Advisors Group, LLC | 0.01% | Add +32.5% | 4,376 | $468K |
| Havemeyer Place LP | 0.05% | Reduce -31.4% | 4,367 | $467K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -15.9% | 4,359 | $466K |
| Truvestments Capital LLC | 0.07% | No change | 4,320 | $462K |
| Compound Planning, Inc. | 0.01% | Add +5.3% | 4,287 | $459K |
| SageGuard Financial Group, LLC | 0.06% | Add +0.3% | 4,259 | $456K |
| Hantz Financial Services, Inc. | 0.01% | Add +30.5% | 4,250 | $455K |
| Walleye Capital LLC | 0.00% | Reduce -30.6% | 4,232 | $453K |
| Empowered Funds, LLC | 0.00% | Reduce -29.6% | 4,217 | $451K |
| Capital International Sarl | 0.01% | Reduce -9.5% | 4,211 | $451K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -4.3% | 4,162 | $445K |
| Credit Agricole S A | 0.00% | Reduce -26.8% | 4,150 | $444K |
| Empirical Finance, LLC | 0.02% | Add +3.5% | 4,143 | $443K |
| IFP Advisors, Inc | 0.01% | Reduce -10.9% | 4,130 | $442K |
| Spirit of America Management Corp. | 0.08% | No change | 4,000 | $428K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -40.8% | 3,960 | $424K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -8.0% | 3,930 | $421K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +1.4% | 3,885 | $416K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 3,882 | $415K |
| Teza Capital Management LLC | 0.80% | Add +6.8% | 3,867 | $414K |
| Prosperity Consulting Group, LLC | 0.02% | New | 3,860 | $413K |
| JMN Financial LLC | 0.32% | Add +28.8% | 3,815 | $408K |
| Profund Advisors LLC | 0.01% | Reduce -7.1% | 3,793 | $406K |
| Truist Financial Corp. | 0.00% | Add +2.8% | 3,770 | $403K |
| Mirabella Financial Services LLP | 0.04% | Reduce -40.8% | 3,747 | $401K |
| GeoWealth Management, LLC | 0.01% | Add +13.2% | 3,734 | $400K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,690 | $395K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -29.1% | 3,674 | $393K |
| Focused Alpha, LLC | 0.10% | No change | 3,657 | $391K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.2% | 3,651 | $391K |
| Mufg Securities Americas Inc. | 0.02% | Add +10.2% | 3,650 | $391K |
| Sterling Capital Management LLC | 0.01% | Reduce -9.3% | 3,644 | $390K |
| Index Technologies Group LLC | 0.31% | Reduce -0.0% | 3,635 | $389K |
| Dickmeyer Boyce Financial Management, Inc. | 0.20% | Reduce -8.4% | 3,619 | $387K |
| Principia Wealth Advisory, LLC | 0.19% | Add +1.0% | 3,584 | $384K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -22.2% | 3,549 | $380K |
| Blueshift Asset Management, LLC | 0.09% | Reduce -51.5% | 3,545 | $379K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 3,543 | $379K |
| Advisory Services Network, LLC | 0.00% | Add +20.6% | 3,543 | $379K |
| Verity Asset Management, Inc. | 0.14% | Add +11.7% | 3,535 | $378K |
| Wealthfront Advisers LLC | 0.00% | Add +61.0% | 3,532 | $378K |
| Intrua Financial, LLC | 0.04% | Reduce -8.4% | 3,530 | $378K |
| KBC Group NV | 0.00% | No change | 3,483 | $373K |
| STRS Ohio | 0.00% | Add +21.3% | 3,457 | $370K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 3,435 | $368K |
| Mutual Advisors, LLC | 0.01% | Add +0.7% | 3,380 | $362K |
| Moody National Bank Trust Division | 0.03% | Reduce -0.1% | 3,301 | $353K |
| US Asset Management LLC | 0.26% | No change | 3,245 | $347K |
| Securian Asset Management, Inc. | 0.01% | No change | 3,215 | $346K |
| Wedmont Private Capital | 0.01% | Add +4.8% | 3,202 | $346K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -5.0% | 3,221 | $345K |
| Greenleaf Trust | 0.00% | Add +36.2% | 3,180 | $340K |
| Marex Group Ltd | 0.00% | New | 3,175 | $340K |
| Investment Advisory Services Inc. /TX | 0.10% | No change | 3,173 | $340K |
| Zacks Investment Management | 0.00% | Add +19.1% | 3,112 | $333K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -6.5% | 3,067 | $328K |
| International Private Wealth Advisors LLC | 0.17% | Reduce -1.3% | 3,037 | $325K |
| Wedbush Securities Inc. | 0.01% | Add +2.0% | 3,023 | $323K |
| DF Dent & Co. Inc. | 0.01% | No change | 3,000 | $321K |
| New Hampshire Trust | 0.06% | No change | 2,981 | $319K |
| Holland Advisory Services, Inc. | 0.35% | No change | 2,976 | $318K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -0.3% | 2,968 | $318K |
| Ballentine Partners, LLC | 0.00% | Add +0.7% | 2,965 | $317K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.5% | 2,940 | $315K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -14.4% | 2,919 | $312K |
| Huntington National Bank | 0.00% | Reduce -4.9% | 2,869 | $307K |
| M.E. Allison & Co., Inc. | 0.18% | No change | 2,847 | $305K |
| Old Port Advisors | 0.06% | Add +15.6% | 2,786 | $298K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -55.1% | 2,778 | $297K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 2,778 | $297K |
| High Point Wealth Management, LLC | 0.24% | Add +20.8% | 2,727 | $292K |
| AlphaGrep UK Ltd | 0.09% | Add +13.7% | 2,693 | $288K |
| Xcelsior Advisor Partners LLC | 0.04% | Add +2.5% | 2,691 | $288K |
| Prelude Capital Management, LLC | 0.02% | New | 2,632 | $282K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.16% | No change | 2,800 | $282K |
| Crewe Advisors LLC | 0.02% | Add +0.8% | 2,618 | $280K |
| Dynamic Technology Lab Private Ltd | 0.06% | Reduce -13.2% | 2,614 | $280K |
| Everpar Advisors LLC | 0.08% | New | 2,575 | $276K |
| Norden Group LLC | 0.02% | Add +15.0% | 2,573 | $275K |
| Cresset Asset Management, LLC | 0.00% | New | 2,573 | $275K |
| Marble Wealth, LLC | 0.04% | Add +0.9% | 2,562 | $274K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 2,526 | $270K |
| Larson Financial Group LLC | 0.01% | Add +31.0% | 2,507 | $268K |
| Blair William & Co. | 0.00% | Add +27.3% | 2,506 | $268K |
| Everhart Financial Group, Inc. | 0.02% | Add +5.1% | 2,481 | $265K |
| TriaGen Wealth Management LLC | 0.07% | No change | 2,477 | $265K |
| MADDEN SECURITIES Corp | 0.07% | No change | 2,450 | $262K |
| Versant Capital Management, Inc | 0.02% | Add +17.1% | 2,428 | $260K |
| &partners | 0.00% | Reduce -25.8% | 2,423 | $259K |
| Carl P. Sherr & Co., LLC | 0.11% | No change | 2,400 | $257K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -62.7% | 2,386 | $255K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -7.7% | 2,385 | $255K |
| Southland Equity Partners LLC | 0.04% | Add +6.4% | 2,359 | $252K |
| Harbour Investments, Inc. | 0.00% | Add +26.5% | 2,345 | $251K |
| Choreo, LLC | 0.00% | New | 2,293 | $245K |
| nVerses Capital, LLC | 0.37% | New | 2,274 | $243K |
| Brookstone Capital Management | 0.00% | New | 2,263 | $242K |
| PCM Encore, LLC | 0.04% | Add +2.6% | 2,260 | $242K |
| Engineers Gate Manager LP | 0.00% | Reduce -98.5% | 2,220 | $238K |
| Metis Global Partners, LLC | 0.01% | Reduce -2.0% | 2,202 | $236K |
| WealthTrust Axiom LLC | 0.05% | No change | 2,200 | $235K |
| NTV Asset Management LLC | 0.02% | No change | 2,198 | $235K |
| South Dakota Investment Council | 0.00% | No change | 2,200 | $235K |
| Lionhunter Capital Management, LLC | 0.11% | — | 2,186 | $234K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -77.4% | 2,186 | $234K |
| Intech Investment Management LLC | 0.00% | Reduce -64.7% | 2,185 | $234K |
| AlphaCore Capital LLC | 0.00% | New | 2,183 | $234K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 2,166 | $232K |
| HBK Sorce Advisory LLC | 0.00% | Add +1.7% | 2,267 | $230K |
| Virtu Financial LLC | 0.01% | Reduce -61.4% | 2,146 | $230K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 2,139 | $229K |
| Lakeshore Financial Planning, Inc. | 0.07% | New | 2,121 | $227K |
| Wealthspire Advisors, LLC | 0.00% | Add +5.3% | 2,112 | $226K |
| Optimize Financial Inc. | 0.08% | Reduce -0.3% | 2,110 | $226K |
| Sound Capital Solutions LLC | 0.05% | — | 2,110 | $226K |
| Evolve Private Wealth, LLC | 0.01% | New | 2,092 | $224K |
| Huntleigh Advisors, Inc. | 0.03% | Add +0.2% | 2,076 | $222K |
| Perigon Wealth Management, LLC | 0.00% | New | 2,040 | $218K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -0.5% | 2,034 | $218K |
| MAI Capital Management | 0.00% | Reduce -12.2% | 2,019 | $216K |
| Calton & Associates, Inc. | 0.03% | New | 2,000 | $214K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 2,000 | $214K |
| Glenview Trust Co | 0.00% | Reduce -1.0% | 2,000 | $214K |
| Optas, LLC | 0.03% | New | 1,994 | $213K |
| Flputnam Investment Management Co. | 0.00% | Reduce -4.5% | 1,986 | $213K |
| Babb Wealth Advisors LLC | 0.10% | New | 1,984 | $212K |
| Capital Advisors Inc. | 0.00% | New | 1,971 | $211K |
| Independent Financial Group, LLC | 0.00% | New | 1,963 | $210K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,965 | $210K |
| AlTi Global, Inc. | 0.00% | New | 1,957 | $209K |
| Belpointe Asset Management LLC | 0.01% | New | 1,920 | $205K |
| Destination Wealth Management | 0.00% | New | 1,918 | $205K |
| PFG Investments, LLC | 0.01% | New | 1,904 | $204K |
| Horizon Investments, LLC | 0.00% | Add +0.1% | 1,909 | $202K |
| Zhang Financial LLC | 0.01% | New | 1,872 | $200K |
| CX Institutional | 0.01% | Add +2.4% | 1,864 | $199K |
| Silvant Capital Management LLC | 0.01% | No change | 1,808 | $193K |
| Signaturefd, LLC | 0.00% | Add +8.1% | 1,766 | $189K |
| Assetmark, Inc. | 0.00% | Add +1.6% | 1,746 | $187K |
| Optiver Holding B.V. | 0.00% | New | 1,724 | $184K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 1,662 | $179K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +214.1% | 1,668 | $178K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +6.2% | 1,636 | $177K |
| HM Payson & Co. | 0.00% | No change | 1,611 | $172K |
| Danske Bank A/S | 0.00% | No change | 1,600 | $171K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.8% | 1,591 | $170K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +198.5% | 1,585 | $170K |
| Allworth Financial LP | 0.00% | Reduce -6.6% | 1,432 | $153K |
| Fortitude Family Office, LLC | 0.03% | Reduce -2.1% | 1,377 | $147K |
| Tidemark, LLC | 0.03% | No change | 1,317 | $141K |
| Financial Gravity Companies, Inc. | 0.02% | — | 1,085 | $116K |
| Tema ETFs LLC | 0.00% | No change | 1,085 | $116K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,085 | $115K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -5.9% | 1,029 | $110K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,025 | $110K |
| First PREMIER Bank | 0.02% | New | 1,016 | $109K |
| Private Trust Co. NA | 0.01% | No change | 1,012 | $108K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 1,011 | $108K |
| LifeSteps Financial, Inc. | 0.05% | New | 1,001 | $107K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $107K |
| AdvisorNet Financial, Inc | 0.00% | Add +10.0% | 983 | $105K |
| Y.D. More Investments Ltd | 0.00% | Add +3.7% | 980 | $105K |
| St Germain D J Co. Inc. | 0.00% | No change | 932 | $100K |
| City Holding Co. | 0.01% | No change | 888 | $95K |
| Quent Capital, LLC | 0.01% | Add +52.5% | 880 | $94K |
| Asset Planning,Inc | 0.06% | No change | 850 | $91K |
| Dorato Capital Management | 0.06% | No change | 750 | $81K |
| Ancora Advisors LLC | 0.00% | Reduce -48.7% | 750 | $80K |
| Atlas Capital Advisors Inc. | 0.01% | New | 726 | $78K |
| Delta Asset Management LLC | 0.01% | Reduce -2.7% | 721 | $77K |
| Manchester Capital Management LLC | 0.01% | No change | 718 | $77K |
| CNB Bank | 0.03% | No change | 715 | $77K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.4% | 683 | $73K |
| Lanark Financial, Inc. | 0.00% | Reduce -12.8% | 680 | $73K |
| Tsfg, LLC | 0.01% | Add +6.0% | 669 | $72K |
| Trust Co | 0.01% | Reduce -50.0% | 642 | $69K |
| Kennebec Savings Bank | 0.05% | No change | 584 | $62K |
| Parkside Financial Bank & Trust | 0.00% | Add +56.9% | 579 | $62K |
| UMB Bank, n.a. | 0.00% | Add +5.3% | 574 | $61K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -68.5% | 574 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 525 | $56K |
| Creative Capital Management Investments LLC | 0.01% | Add +4.0% | 520 | $56K |
| Roble, Belko & Company, Inc | 0.01% | No change | 500 | $54K |
| Motco | 0.00% | New | 502 | $54K |
| First Financial Corp. | 0.02% | No change | 500 | $54K |
| Pacific Center for Financial Services | 0.01% | No change | 500 | $54K |
| Montag A & Associates Inc. | 0.00% | No change | 500 | $54K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 534 | $53K |
| First Bancorp, Inc | 0.02% | New | 494 | $53K |
| Alerus Financial NA | 0.00% | No change | 489 | $52K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $48K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 447 | $48K |
| Quarry LP | 0.01% | Reduce -65.8% | 444 | $48K |
| Whittier Trust Co. | 0.00% | No change | 444 | $47K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +0.7% | 441 | $47K |
| CDKV Holdings LLC | 0.04% | No change | 426 | $46K |
| SJS Investment Consulting Inc. | 0.00% | Add +80.8% | 423 | $45K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +41300.0% | 414 | $44K |
| CoreCap Advisors, LLC | 0.00% | Add +0.5% | 407 | $43K |
| Cape Investment Advisory, Inc. | 0.01% | New | 401 | $43K |
| Cromwell Holdings LLC | 0.02% | Add +3.6% | 400 | $43K |
| First United Bank & Trust | 0.01% | No change | 400 | $43K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $43K |
| Planning Strategies Inc. | 0.03% | — | 397 | $42K |
| True Wealth Design, LLC | 0.01% | Add +159.4% | 371 | $40K |
| Buck Wealth Strategies, LLC | 0.00% | New | 362 | $39K |
| WPG Advisers, LLC | 0.02% | Add +3.2% | 359 | $38K |
| Clearstead Advisors, LLC | 0.00% | Add +1053.3% | 346 | $37K |
| YANKCOM Partnership | 0.01% | No change | 341 | $36K |
| PlanVest Financial, Inc | 0.02% | New | 340 | $36K |
| Bell Investment Advisors, Inc | 0.01% | Add +144.9% | 338 | $36K |
| CYBER HORNET ETFs LLC | 0.02% | Add +0.3% | 331 | $35K |
| Chesapeake Asset Management LLC | 0.03% | No change | 325 | $35K |
| Bravera Wealth | 0.01% | No change | 320 | $34K |
| Boreal Capital Management LLC | 0.03% | No change | 317 | $34K |
| Compass Financial Management LLC | 0.00% | — | 329 | $33K |
| Gen-Wealth Partners Inc | 0.01% | No change | 300 | $32K |
| Caldwell Trust Co | 0.00% | No change | 300 | $32K |
| First Horizon Corp. | 0.00% | Reduce -25.7% | 286 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +3.4% | 277 | $30K |
| Estabrook Capital Management | 0.00% | No change | 270 | $29K |
| Bokf, NA | 0.00% | New | 260 | $28K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 250 | $27K |
| JFS Wealth Advisors, LLC | 0.00% | Add +109.6% | 241 | $26K |
| Essential Partners LLC | 0.01% | Add +166.3% | 237 | $25K |
| Ascentis Independent Advisors | 0.07% | Reduce -1.7% | 234 | $25K |
| Smartleaf Asset Management LLC | 0.00% | No change | 226 | $24K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +3.9% | 215 | $23K |
| Kingdom Financial Group LLC. | 0.01% | New | 212 | $23K |
| Costello Asset Management, INC | 0.01% | Add +0.5% | 211 | $23K |
| Fiduciary Financial Advisors | 0.00% | New | 199 | $21K |
| Clearstead Trust, LLC | 0.00% | No change | 186 | $20K |
| Wellington-Altus USA Inc. | 0.01% | No change | 196 | $20K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -95.3% | 184 | $20K |
| Bayforest Capital Ltd | 0.02% | Reduce -86.2% | 177 | $19K |
| Heritage Wealth Advisors | 0.00% | No change | 174 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | Add +252.1% | 169 | $18K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +11.6% | 164 | $18K |
| Pittenger & Anderson Inc. | 0.00% | No change | 167 | $18K |
| IFG Advisory, LLC | 0.00% | New | 166 | $18K |
| Robinswood Financial LLC | 0.01% | Add +0.6% | 164 | $18K |
| Kilter Group LLC | 0.01% | New | 160 | $17K |
| Picton Mahoney Asset Management | 0.00% | New | 160 | $17K |
| Country Trust Bank | 0.00% | Add +46.0% | 146 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 145 | $15K |
| CVA Family Office, LLC | 0.00% | Add +6.7% | 143 | $15K |
| Institute for Wealth Management, LLC. | 0.00% | New | 140 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +8.0% | 135 | $14K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 129 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.6% | 127 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 126 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 125 | $13K |
| SBI Securities Co., Ltd. | 0.00% | No change | 125 | $13K |
| Sachetta, LLC | 0.01% | Add +9.8% | 123 | $13K |
| Covestor Ltd | 0.01% | Reduce -48.5% | 122 | $13K |
| SRH Advisors, LLC | 0.00% | No change | 110 | $12K |
| Zions Bancorporation, National Association | 0.00% | Add +129.8% | 108 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 105 | $11K |
| Spire Wealth Management | 0.00% | Add +1.0% | 103 | $11K |
| Maseco LLP | 0.00% | No change | 100 | $11K |
| Bernard Wealth Management Corp. | 0.00% | New | 100 | $11K |
| LRI Investments, LLC | 0.00% | Add +57.4% | 96 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 93 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +39.3% | 85 | $9K |
| Signature Equity Partners, LLC | 0.00% | Add +2633.3% | 82 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 81 | $9K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $8K |
| Community Financial Services Group, LLC | 0.00% | No change | 73 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 70 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 70 | $7K |
| Westend Capital Management, LLC | 0.00% | New | 69 | $7K |
| Evermay Wealth Management LLC | 0.00% | New | 68 | $7K |
| Grove Bank & Trust | 0.00% | No change | 68 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -74.7% | 65 | $7K |
| Continuum Advisory, LLC | 0.00% | New | 62 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 59 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +625.0% | 58 | $6K |
| Oakworth Capital, Inc. | 0.00% | No change | 58 | $6K |
| Roxbury Financial LLC | 0.00% | No change | 58 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 54 | $6K |
| Rialto Wealth Management, LLC | 0.00% | Add +48.6% | 52 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 51 | $5K |
| GW&K Investment Management, LLC | 0.00% | Reduce -11.3% | 47 | $5K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.6% | 45 | $5K |
| Nemes Rush Group LLC | 0.00% | New | 45 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 41 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +13.9% | 41 | $4K |
| Advocate Investing Services LLC | 0.00% | No change | 40 | $4K |
| Colonial Trust Co / SC | 0.00% | Reduce -11.9% | 37 | $4K |
| Bare Financial Services, Inc | 0.00% | No change | 35 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 33 | $4K |
| Wiser Advisor Group LLC | 0.00% | No change | 33 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 31 | $3K |
| J.Safra Asset Management Corp | 0.00% | No change | 30 | $3K |
| Summit Securities Group LLC | 0.00% | Add +45.0% | 29 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 28 | $3K |
| Fulcrum Asset Management LLP | 0.00% | New | 26 | $3K |
| Hudson Edge Investment Partners Inc. | 0.00% | New | 24 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +130.0% | 23 | $3K |
| Ankerstar Wealth, LLC | 0.00% | No change | 22 | $2K |
| Addison Advisors LLC | 0.00% | Reduce -77.3% | 22 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 22 | $2K |
| Key Capital Management, INC | 0.00% | No change | 21 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -80.0% | 20 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 20 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -9.1% | 20 | $2K |
| SHP Wealth Management | 0.00% | Reduce -32.1% | 19 | $2K |
| Osbon Capital Management LLC | 0.00% | No change | 18 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 18 | $2K |
| WealthCollab, LLC | 0.00% | No change | 17 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $2K |
| American National Bank & Trust | 0.00% | No change | 16 | $2K |
| Synergy Investment Management, LLC | 0.00% | Reduce -22.2% | 14 | $1K |
| Ameriflex Group, Inc. | 0.00% | New | 13 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 12 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | — | 12 | $1K |
| Activest Wealth Management | 0.00% | Add +140.0% | 12 | $1K |
| Dunhill Financial, LLC | 0.00% | Reduce -8.3% | 11 | $1K |
| Sankala Group LLC | 0.00% | No change | 12 | $1K |
| Clark Wealth Partners | 0.00% | No change | 11 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 11 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +83.3% | 11 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 11 | $1K |
| Strive Financial Group ,LLC | 0.00% | No change | 10 | $1K |
| SouthState Bank Corp | 0.00% | New | 10 | $1K |
| Winthrop Capital Management, LLC | 0.00% | No change | 9 | $1K |
| Hughes Financial Services, LLC | 0.00% | Add +80.0% | 9 | $963 |
| Vanguard Advisers Inc. | 0.00% | New | 9 | $963 |
| Investors Portfolio Services LLC | 0.00% | No change | 8 | $856 |
| American Capital Advisory, LLC | 0.00% | Add +40.0% | 7 | $749 |
| Orion Capital Management LLC | 0.00% | No change | 7 | $749 |
| United Community Bank | 0.00% | No change | 7 | $749 |
| North Star Investment Management Corp. | 0.00% | No change | 7 | $749 |
| Millstone Evans Group, LLC | 0.00% | No change | 6 | $642 |
| Sittner & Nelson, LLC | 0.00% | New | 6 | $642 |
| Financial Consulate, Inc. | 0.00% | No change | 6 | $642 |
| Group One Trading LLC | 0.00% | Reduce -99.6% | 6 | $642 |
| WestEnd Advisors, LLC | 0.00% | No change | 6 | $642 |
| Asset Dedication, LLC | 0.00% | No change | 6 | $642 |
| IAG Wealth Partners, LLC | 0.00% | No change | 5 | $535 |
| Quaker Wealth Management, LLC | 0.00% | No change | 4 | $428 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $319 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $214 |
| Raffa Wealth Management, LLC | 0.00% | No change | 2 | $214 |
| Elequin Capital, LP | 0.00% | Reduce -95.3% | 2 | $214 |
| Hurley Capital, LLC | 0.00% | No change | 1 | $113 |
| 3 Factor Indexing, LLC | 0.00% | No change | 1 | $107 |
| Valley National Advisers Inc. | 0.00% | New | 1 | $107 |
| MidFirst Bank | 0.00% | No change | 1 | $107 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Avion Wealth | 0.00% | New | 5 | $0 |
| Navigoe, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is PNW's weight in each manager's 13F, not the share of Pinnacle West Capital the manager owns.