Pinnacle West CapitalPNW

13F holders, Q2 2026 (June 30)
731holders +23
75new positions
52sold out
9famous investors
$106.99avg. 13F price*

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

0200400600800 Q1 2024: 525Q1 2024Q2 2024: 543Q2 2024Q3 2024: 579Q3 2024Q4 2024: 616Q4 2024Q1 2025: 616Q1 2025Q2 2025: 631Q2 2025Q3 2025: 623Q3 2025Q4 2025: 660Q4 2025Q1 2026: 708Q1 2026Q2 2026: 731Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions75$97.3M
Exits52$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.