PPLPPL

13F holders, Q3 2025 (September 30)
927holders +33
105new positions
63sold out
9famous investors
$37.18avg. 13F price*

At the end of Q3 2025, 927 institutions reported holding PPL Corp. (PPL) in their 13F filings, up 33 from Q2 2025. 105 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock, Inc. ($2.3B) and Franklin Resources Inc. ($1.5B). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
PPL Corp.
Sector
Utilities
CUSIP
69351T106
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 771Q1 2024Q2 2024: 795Q2 2024Q3 2024: 824Q3 2024Q4 2024: 864Q4 2024Q1 2025: 908Q1 2025Q2 2025: 894Q2 2025Q3 2025: 927Q3 2025Q4 2025: 970Q4 2025Q1 2026: 993Q1 2026Q2 2026: 1,037Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions105$1.5B
Exits63$139.2M

All 13F filers, Q2 2025 → Q3 2025: 72,532,418 shares bought and 25,708,087 shares sold, net +46,824,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 927 holders

Vanguard Group Inc. 0.05% Reduce -1.9% 89,353,487 $3.3B
BlackRock, Inc. 0.04% Add +0.6% 60,584,589 $2.3B
Franklin Resources Inc. 0.39% Add +8.4% 41,408,580 $1.5B
State Street Corp. 0.05% Add +1.5% 37,939,456 $1.4B
T. Rowe Price Investment Management, Inc. 0.82% New 35,967,694 $1.3B
Wellington Management Group LLP 0.21% Add +5.6% 32,037,010 $1.2B
Invesco Ltd. 0.18% Add +1.2% 31,196,416 $1.2B
Morgan Stanley 0.04% Add +147.1% 18,909,274 $702.7M
Geode Capital Management, LLC 0.04% Add +0.8% 18,919,733 $700.1M
Bank of America Corp. 0.04% Add +9.7% 15,236,427 $566.2M
Boston Partners 0.53% Reduce -1.5% 13,749,251 $511.0M
FMR LLC 0.02% Reduce -4.4% 11,065,761 $411.2M
Northern Trust Corp. 0.04% Add +3.4% 8,571,881 $318.5M
Federated Hermes, Inc. 0.53% Reduce -0.8% 8,011,124 $297.7M
Hotchkis & Wiley Capital Management LLC 0.91% Reduce -19.8% 7,914,114 $294.1M
Alliancebernstein L.P. 0.09% Reduce -12.5% 7,357,315 $273.4M
Barclays PLC 0.10% Add +115.1% 7,193,537 $267.3M
Cohen & Steers, Inc. 0.48% Reduce -1.5% 7,088,622 $263.4M
Clearbridge Investments, LLC 0.19% Reduce -0.1% 6,814,857 $253.2M
Legal & General Group Plc 0.05% Reduce -1.2% 5,812,094 $216.0M
Raymond James Financial Inc. 0.07% Add +0.4% 5,525,610 $205.3M
Massachusetts Financial Services Co. 0.06% Reduce -3.1% 5,164,325 $191.9M
GQG Partners LLC 0.29% Reduce -11.7% 5,121,294 $190.3M
Charles Schwab Investment Management Inc. 0.03% Add +0.0% 4,896,704 $182.0M
Goldman Sachs Group Inc. 0.03% Reduce -8.1% 4,895,796 $181.9M
Bank of New York Mellon Corp 0.03% Reduce -3.2% 4,819,226 $179.1M
Bahl & Gaynor LLC 0.80% Add +6.0% 4,338,246 $161.2M
Reaves W H & Co. Inc. 2.87% Add +13.5% 4,336,283 $161.1M
CBRE Investment Management Listed Real Assets LLC 2.29% Add +20.6% 4,311,512 $160.2M
JPMorgan Chase & Co. 0.01% Add +14.0% 4,092,239 $152.1M
Jennison Associates LLC 0.08% Reduce -9.0% 3,708,735 $137.8M
UBS Group AG 0.03% Add +5.7% 3,447,229 $128.1M
Energy Income Partners, LLC 2.39% Reduce -1.6% 3,336,556 $124.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +2.2% 3,278,929 $121.8M
Envestnet Asset Management Inc. 0.03% Add +4.8% 3,176,997 $118.1M
Wells Fargo & Company 0.02% Add +6.7% 2,978,260 $110.7M
Duff & Phelps Investment Management Co. 1.24% Reduce -2.6% 2,931,810 $108.9M
Dimensional Fund Advisors LP 0.02% Reduce -0.3% 2,778,990 $103.3M
Bank of Montreal 0.04% Add +5.2% 2,761,294 $102.6M
Royal Bank of Canada 0.02% Add +43.1% 2,743,327 $101.9M
Empower Advisory Group, LLC 0.26% Add +2.1% 2,544,527 $94.6M
Deutsche Bank AG 0.03% Add +10.2% 2,247,527 $83.5M
Electron Capital Partners, LLC 3.76% Add +4.4% 2,235,659 $83.1M
California Public Employees Retirement System 0.05% Reduce -18.6% 2,211,984 $82.2M
Nuveen, LLC 0.02% Add +14.4% 2,190,210 $81.4M
Swiss National Bank 0.05% Reduce -4.8% 2,131,000 $79.2M
First Trust Advisors LP 0.06% Reduce -11.3% 2,048,927 $76.1M
Ceredex Value Advisors LLC 1.65% Reduce -18.3% 1,915,678 $71.2M
Cullen Capital Management, LLC 0.74% Reduce -1.4% 1,821,722 $67.7M
LPL Financial LLC 0.02% Add +3.0% 1,738,852 $64.6M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +1.3% 1,691,338 $62.9M
Manufacturers Life Insurance Company, The 0.05% Reduce -3.2% 1,640,290 $61.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.5% 1,479,856 $55.0M
UniSuper Management Pty Ltd 0.33% Add +23.0% 1,455,118 $54.1M
Renaissance Technologies 0.07% Add +42.5% 1,454,200 $54.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.26% Reduce -2.0% 1,395,690 $51.9M
Rhumbline Advisers 0.04% Reduce -1.3% 1,358,732 $50.5M
Freestone Grove Partners LP 0.37% New 1,346,111 $50.0M
Victory Capital Management Inc. 0.03% Reduce -1.8% 1,272,100 $47.3M
HSBC Holdings PLC 0.03% Reduce -15.7% 1,260,217 $46.8M
Russell Investments Group, Ltd. 0.05% Add +50.0% 1,191,125 $44.3M
Soroban Capital Partners LP 0.36% Add +33.0% 1,188,847 $44.2M
Berkshire Asset Management LLC 1.83% Add +0.3% 1,156,484 $43.0M
T. Rowe Price Associates Inc. 0.00% Add +0.9% 1,094,986 $40.7M
HITE Hedge Asset Management LLC 2.14% New 1,057,065 $39.3M
National Pension Service 0.03% Add +2.6% 1,040,260 $38.7M
Citigroup Inc. 0.03% Add +32.4% 1,025,604 $38.1M
Aberdeen Group plc 0.06% Reduce -3.1% 997,492 $37.0M
California State Teachers Retirement System 0.03% Add +3.5% 909,395 $33.8M
ExodusPoint Capital Management, LP 0.44% Reduce -78.7% 849,316 $31.6M
Principal Financial Group Inc. 0.02% Reduce -1.1% 844,523 $31.4M
Ensign Peak Advisors, Inc 0.05% Reduce -9.0% 835,437 $31.0M
Natixis Advisors, LLC 0.04% Add +4.2% 781,478 $29.0M
Stifel Financial Corp. 0.03% Add +1.4% 760,697 $28.3M
American Century Companies Inc. 0.01% Reduce -31.0% 756,462 $28.1M
Janus Henderson Group PLC 0.01% Add +72.6% 739,045 $27.5M
Allianz Asset Management GmbH 0.03% Reduce -4.5% 717,463 $26.7M
State Board of Administration of Florida Retirement System 0.05% Reduce -9.4% 705,711 $26.2M
Truist Financial Corp. 0.04% Add +1.7% 704,925 $26.2M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -0.6% 673,200 $25.0M
AQR Capital Management 0.02% Reduce -15.9% 658,489 $24.5M
Gotham Asset Management 0.11% Add +4.2% 657,463 $24.4M
Canada Pension Plan Investment Board 0.02% Reduce -26.5% 653,029 $24.3M
Squarepoint Ops LLC 0.05% Reduce -74.7% 626,142 $23.3M
Gabelli Funds LLC 0.16% Add +0.3% 612,640 $22.8M
SummitTX Capital, L.P. 0.94% Add +18.9% 607,723 $22.6M
BNP Paribas Financial Markets 0.02% Reduce -38.3% 595,541 $22.1M
Magellan Asset Management Ltd 0.26% Add +21.4% 580,863 $21.6M
New York State Teachers Retirement System 0.04% Reduce -0.3% 570,929 $21.2M
Sei Investments Co. 0.02% Reduce -7.7% 565,232 $21.0M
Amundi 0.01% Add +7.9% 552,023 $20.5M
Picton Mahoney Asset Management 0.26% Reduce -8.2% 539,985 $20.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.13% Reduce -13.0% 531,800 $19.8M
Mackenzie Financial Corp. 0.02% Add +0.8% 525,443 $19.5M
Macquarie Group Ltd. 0.02% Reduce -1.2% 524,507 $19.5M
PNC Financial Services Group, Inc. 0.01% Add +2.3% 510,064 $19.0M
Galvin, Gaustad & Stein, LLC 1.54% Add +0.7% 502,544 $18.7M
Millennium Management 0.01% Add +824.9% 487,852 $18.1M
Brandywine Global Investment Management, LLC 0.13% Reduce -0.2% 484,474 $18.0M
Jane Street Group, LLC 0.02% Add +413.4% 467,711 $17.4M
Wedge Capital Management L L P 0.29% Reduce -0.5% 466,204 $17.3M
AE Wealth Management LLC 0.11% Add +5.0% 457,614 $17.0M
Kayne Anderson Capital Advisors LP 0.37% Add +59.5% 452,711 $16.8M
Janney Montgomery Scott LLC 0.04% Add +3.6% 441,826 $16.4M
Van Lanschot Kempen Investment Management N.V. 0.14% No change 433,848 $16.1M
Prudential Financial Inc. 0.02% Reduce -3.9% 417,977 $15.5M
Dana Investment Advisors, Inc. 0.45% Reduce -0.8% 412,140 $15.3M
Asset Management One Co., Ltd. 0.04% Reduce -8.3% 400,661 $14.9M
State of Wisconsin Investment Board 0.03% Reduce -4.5% 392,060 $14.6M
Mariner, LLC 0.02% Add +4.3% 385,583 $14.3M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.3% 378,100 $14.1M
CANADA LIFE ASSURANCE Co 0.02% No change 375,071 $13.9M
Tiaa Trust, National Association 0.03% Add +10.1% 363,449 $13.5M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -3.3% 360,028 $13.4M
Cetera Investment Advisers 0.01% Add +22.3% 347,726 $12.9M
Sit Investment Associates Inc. 0.25% Reduce -4.4% 336,909 $12.5M
Treasurer of the State of North Carolina 0.04% Reduce -3.8% 332,762 $12.4M
Miller Howard Investments Inc. 0.37% Add +2.0% 325,830 $12.1M
Fisher Funds Management LTD 0.32% No change 324,754 $12.1M
Roffman Miller Associates Inc. 0.67% Add +8.1% 323,163 $12.0M
CIBC Asset Management Inc 0.03% Reduce -0.3% 322,712 $12.0M
Royal London Asset Management Ltd. 0.03% No change 318,362 $11.8M
Commonwealth Equity Services, LLC 0.02% Add +5.2% 317,957 $11.8M
Illinois Municipal Retirement Fund 0.15% Reduce -3.3% 313,222 $11.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -1.7% 304,354 $11.3M
New York State Common Retirement Fund 0.01% Add +1.7% 304,235 $11.3M
Aventail Capital Group, LP 0.53% Reduce -88.0% 300,000 $11.1M
Assenagon Asset Management S.A. 0.02% Add +153.1% 294,528 $10.9M
Sagefield Capital LP 1.22% Add +1.7% 293,036 $10.9M
Worldquant Millennium Advisors LLC 0.05% Add +683.3% 289,894 $10.8M
Ameriprise Financial Inc. 0.00% Reduce -1.6% 288,202 $10.7M
Toronto Dominion Bank 0.02% Reduce -7.7% 287,716 $10.7M
State of Tennessee, Department of Treasury 0.04% Add +13.7% 283,288 $10.5M
Van Eck Associates Corp. 0.01% Add +4.9% 276,557 $10.3M
Martingale Asset Management L P 0.26% Reduce -31.7% 276,291 $10.3M
Polymer Capital Management (US) LLC 1.33% Add +125.0% 270,000 $10.0M
New England Asset Management Inc. 1.35% Reduce -11.8% 268,470 $10.0M
Susquehanna International Group, LLP 0.01% Add +23.4% 261,888 $9.7M
TD Asset Management Inc 0.01% Reduce -1.8% 259,840 $9.7M
Osaic Holdings, Inc. 0.01% Add +8.7% 260,771 $9.6M
National Bank of Canada 0.01% Reduce -51.5% 258,576 $9.6M
Cresset Asset Management, LLC 0.04% Add +2.4% 256,461 $9.6M
State of New Jersey Common Pension Fund D 0.03% Add +14.9% 254,060 $9.4M
Public Employees Retirement System of Ohio 0.03% Add +0.6% 248,328 $9.2M
F/m Investments LLC 0.35% Reduce -1.5% 241,229 $9.0M
Resona Asset Management Co.,Ltd. 0.04% Reduce -5.8% 241,108 $9.0M
Quantinno Capital Management LP 0.02% Add +41.1% 236,727 $8.8M
Wealthfront Advisers LLC 0.02% Add +12.0% 231,471 $8.6M
Corient Private Wealth LP 0.01% Reduce -3.6% 226,956 $8.4M
HighTower Advisors, LLC 0.01% Add +1.6% 219,284 $8.1M
Oppenheimer Asset Management Inc. 0.09% Reduce -3.1% 218,271 $8.1M
Arizona State Retirement System 0.04% Add +0.9% 218,002 $8.1M
Comerica Bank 0.03% Reduce -3.4% 211,907 $7.9M
Foster Victor Wealth Advisors, LLC 0.49% Add +4.5% 212,398 $7.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +6.8% 204,851 $7.6M
State of Michigan Retirement System 0.04% Reduce -0.5% 199,986 $7.4M
NEOS Investment Management LLC 0.05% Add +34.5% 191,794 $7.1M
Czech National Bank 0.05% Add +3.9% 187,822 $7.0M
Rakuten Investment Management, Inc. 0.02% — 52,643 $6.9M
MetLife Investment Management, LLC 0.03% Reduce -2.6% 183,494 $6.8M
Pictet Asset Management Holding SA 0.01% Reduce -4.2% 180,017 $6.7M
Nisa Investment Advisors, LLC 0.03% Reduce -29.8% 175,964 $6.6M
Atom Investors LP 0.49% Add +38.3% 173,869 $6.5M
Bollard Group LLC 0.16% Add +5.2% 172,654 $6.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +12.5% 171,850 $6.4M
ProShare Advisors LLC 0.01% Reduce -2.2% 169,408 $6.3M
Taikang Asset Management (Hong Kong) Co Ltd 0.70% New 168,462 $6.3M
Guggenheim Capital LLC 0.05% Add +7.6% 167,958 $6.2M
Voya Investment Management LLC 0.01% Reduce -22.4% 166,637 $6.2M
Aquatic Capital Management LLC 0.11% Reduce -6.1% 165,901 $6.2M
Glenmede Investment Management, LP 0.03% Reduce -3.5% 164,939 $6.1M
Grandview Asset Management LLC 1.72% Reduce -0.9% 164,121 $6.1M
Vestcor Inc 0.18% Add +84.4% 163,335 $6.1M
Hennessy Advisors Inc. 0.21% Reduce -13.1% 162,519 $6.0M
Slocum, Gordon & Co LLP 4.76% Reduce -0.6% 160,555 $6.0M
Public Sector Pension Investment Board 0.02% Add +5.0% 159,498 $5.9M
Retirement Systems of Alabama 0.02% Reduce -0.6% 157,752 $5.9M
IFM Investors Pty Ltd 0.05% Reduce -5.9% 155,179 $5.7M
Citadel Advisors 0.00% Add +121.0% 153,132 $5.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.9% 151,364 $5.7M
Creative Planning 0.00% Add +11.8% 148,010 $5.5M
IFP Advisors, Inc 0.14% Add +18.9% 147,708 $5.5M
Amalgamated Bank 0.04% Reduce -1.9% 144,108 $5.4M
Sanctuary Advisors, LLC 0.03% Add +16.0% 137,601 $5.1M
Howard Capital Management, LLC 0.06% Add +0.1% 131,331 $4.9M
Equitable Holdings, Inc. 0.03% Reduce -0.0% 121,718 $4.5M
Utah Retirement Systems 0.04% No change 121,673 $4.5M
CIBC Bancorp USA Inc. 0.03% — 119,060 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.5% 119,047 $4.4M
&partners 0.03% Add +6.4% 118,802 $4.4M
US Bancorp \de 0.01% Add +2.2% 117,386 $4.4M
Quantbot Technologies LP 0.12% New 117,159 $4.4M
Yousif Capital Management, LLC 0.05% Reduce -8.1% 116,718 $4.3M
Jacobi Capital Management LLC 0.26% Reduce -0.7% 115,946 $4.3M
MML Investors Services, LLC 0.01% Reduce -9.7% 115,750 $4.3M
Daiwa Securities Group Inc. 0.01% Add +4.0% 115,548 $4.3M
Teilinger Capital Ltd. 4.59% New 115,000 $4.3M
Mercer Global Advisors Inc. 0.01% Reduce -59.6% 113,375 $4.2M
Vanguard Personalized Indexing Management, LLC 0.04% Add +1.4% 112,897 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.8% 112,298 $4.2M
Xponance LLC 0.03% Reduce -14.5% 110,819 $4.1M
Verition Fund Management LLC 0.02% Reduce -12.2% 110,723 $4.1M
Zions Bancorporation, National Association 0.20% Reduce -18.4% 110,664 $4.1M
Ascent Wealth Partners, LLC 0.47% Reduce -0.1% 109,991 $4.1M
Northside Capital Management, LLC 0.37% Reduce -1.1% 109,933 $4.1M
Tema ETFs LLC 0.33% Add +39.8% 106,370 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.7% 106,247 $3.9M
Lanark Financial, Inc. 0.30% Reduce -0.5% 104,096 $3.9M
BCS Private Wealth Management, Inc. 1.35% Add +10.2% 100,885 $3.8M
New York Life Investment Management LLC 0.03% Reduce -0.1% 100,493 $3.7M
USS Investment Management Ltd 0.02% No change 100,332 $3.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +13.8% 99,157 $3.7M
Bridgewater Associates 0.01% Reduce -54.3% 99,070 $3.7M
HRT Financial LP 0.01% Reduce -37.7% 98,477 $3.7M
Hennion & Walsh Asset Management, Inc. 0.13% Add +5.9% 98,044 $3.6M
Woodline Partners LP 0.02% Add +22.2% 97,736 $3.6M
Teacher Retirement System of Texas 0.01% Reduce -13.7% 96,837 $3.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.7% 95,099 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +1.2% 94,767 $3.5M
Lido Advisors, LLC 0.01% Add +0.7% 93,943 $3.5M
Atria Investments, Inc 0.04% Add +3.8% 93,422 $3.5M
Bank of Nova Scotia 0.01% Add +17.7% 91,007 $3.4M
Private Advisor Group, LLC 0.02% Reduce -3.4% 89,249 $3.3M
Portfolio Design Labs, LLC 0.56% Add +27.3% 87,891 $3.3M
O'shaughnessy Asset Management, LLC 0.02% Add +9.0% 87,090 $3.2M
Oregon Public Employees Retirement Fund 0.04% Add +32.3% 84,477 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -4.0% 83,594 $3.1M
M&T Bank Corp 0.01% Reduce -7.7% 82,190 $3.1M
Quadrant Private Wealth Management, LLC 0.56% Add +3.3% 81,329 $3.0M
Leelyn Smith, LLC 0.46% Add +1.9% 81,535 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -5.5% 80,147 $3.0M
State of Alaska, Department of Revenue 0.03% Reduce -4.6% 79,170 $2.9M
TD Private Client Wealth LLC 0.07% Add +5.8% 78,354 $2.9M
KCM Investment Advisors LLC 0.09% Reduce -0.7% 77,898 $2.9M
Rafferty Asset Management, LLC 0.01% Reduce -2.0% 77,853 $2.9M
DAVENPORT & Co LLC 0.02% Add +2.8% 76,800 $2.9M
Arkfeld Wealth Strategies, L.L.C. 1.04% Add +0.1% 77,762 $2.9M
Kettle Hill Capital Management, LLC 0.64% Reduce -72.8% 76,244 $2.8M
New Age Alpha Advisors, LLC 0.12% Reduce -6.8% 75,346 $2.8M
Spirit of America Management Corp. 0.56% Add +12.0% 74,700 $2.8M
Captrust Financial Advisors 0.01% Reduce -3.0% 71,119 $2.6M
Argyle Capital Management, LLC 0.91% Reduce -0.4% 70,516 $2.6M
American Assets Investment Management, LLC 0.19% No change 70,000 $2.6M
NewEdge Advisors, LLC 0.01% Add +41.5% 69,427 $2.6M
Ascent Group, LLC 0.09% Add +44.9% 68,991 $2.6M
Richard Bernstein Advisors LLC 0.07% Reduce -52.1% 67,645 $2.5M
Cantor Fitzgerald Investment Advisors L.P. 0.17% No change 66,999 $2.5M
AlphaQuest LLC 0.16% Add +6630800.0% 66,309 $2.5M
Public Employees Retirement Association of Colorado 0.01% No change 65,620 $2.4M
Mount Vernon Associates Inc. 1.69% No change 65,175 $2.4M
Tokio Marine Asset Management Co. Ltd. 0.08% Reduce -6.5% 63,811 $2.4M
First National Trust Co 0.08% Reduce -1.4% 63,320 $2.4M
Pacer Advisors, Inc. 0.01% Reduce -43.4% 62,327 $2.3M
Swiss Life Asset Management Ltd 0.01% Add +45.4% 61,992 $2.3M
Merit Financial Group, LLC 0.02% Add +3.7% 60,548 $2.2M
Great Lakes Advisors, LLC 0.02% New 59,462 $2.2M
Dynasty Wealth Management, LLC 0.03% Add +7.7% 58,673 $2.2M
Brasada Capital Management, LP 0.37% Add +4.0% 59,500 $2.2M
Fulton Bank, N.A. 0.08% Reduce -1.7% 58,159 $2.2M
Teachers Retirement System of the State of Kentucky 0.02% No change 57,848 $2.1M
Plan Group Financial, LLC 0.58% Add +16.1% 57,802 $2.1M
KBC Group NV 0.01% No change 57,483 $2.1M
Stolper Co 0.62% Add +2.2% 55,393 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -9.6% 54,879 $2.0M
Icon Wealth Advisors, LLC 0.14% Add +11.9% 54,294 $2.0M
DC Investments Management, LLC 0.82% No change 53,464 $2.0M
J.W. Cole Advisors, Inc. 0.04% Add +1.5% 53,201 $2.0M
Mizuho Securities USA LLC 0.04% Add +5.4% 53,861 $2.0M
SG Americas Securities, LLC 0.01% Reduce -78.6% 52,077 $1.9M
Pathstone Holdings, LLC 0.01% Add +10.3% 51,461 $1.9M
Quantitative Investment Management, LLC 0.26% New 50,982 $1.9M
Ethos Financial Group, LLC 0.15% Add +6.0% 50,526 $1.9M
Fisher Asset Management 0.00% New 50,466 $1.9M
Cibc World Market Inc. 0.00% Add +308.6% 50,057 $1.9M
Farmers & Merchants Trust Co of Chambersburg PA 0.52% Reduce -0.6% 49,609 $1.8M
Gateway Investment Advisers LLC 0.02% Reduce -5.0% 48,993 $1.8M
Monarch Capital Management Inc. 0.44% Add +5.3% 48,586 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -10.7% 48,434 $1.8M
Concentric Capital Strategies, LP 0.08% Add +13.4% 47,753 $1.8M
Berkeley Capital Partners, LLC 0.42% Add +2.4% 47,658 $1.8M
AXA Investment Managers S.A. 0.00% — 47,445 $1.8M
Ninepoint Partners LP 0.24% Add +9.4% 47,235 $1.8M
Huber Capital Management LLC 0.27% Add +7.1% 46,588 $1.7M
Kentucky Retirement Systems 0.05% Reduce -1.8% 46,467 $1.7M
Intech Investment Management LLC 0.02% Add +6.7% 45,961 $1.7M
DekaBank Deutsche Girozentrale 0.00% No change 46,028 $1.7M
Sterling Capital Management LLC 0.02% Reduce -8.8% 45,761 $1.7M
Kestra Advisory Services, LLC 0.01% Reduce -9.2% 45,550 $1.7M
IMC-Chicago, LLC 0.03% New 45,534 $1.7M
First Bank & Trust 0.28% Add +1.0% 45,405 $1.7M
Assetmark, Inc. 0.00% Add +6.9% 45,007 $1.7M
Cerity Partners LLC 0.00% Add +6.4% 44,628 $1.7M
Qsemble Capital Management, LP 0.16% New 44,192 $1.6M
Sequoia Financial Advisors, LLC 0.01% Add +33.3% 44,134 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -19.7% 44,081 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -0.8% 43,931 $1.6M
Cornercap Investment Counsel Inc. 0.81% Reduce -1.7% 43,712 $1.6M
Hartford Investment Management Co. 0.05% Reduce -3.0% 43,519 $1.6M
Mgo One Seven LLC 0.04% Add +115.7% 43,086 $1.6M
S&T Bank 0.45% Reduce -15.8% 43,054 $1.6M
Nordea Investment Management AB 0.00% Add +14.0% 42,923 $1.6M
Rothschild Investment LLC 0.09% Reduce -5.7% 42,827 $1.6M
Employees Retirement System of Texas 0.01% Reduce -24.4% 42,227 $1.6M
Commerce Bank 0.01% Reduce -0.1% 41,676 $1.5M
Arbor Capital Management Inc. 1.24% Reduce -10.5% 41,937 $1.5M
Choreo, LLC 0.02% Add +1.5% 41,037 $1.5M
Aptus Capital Advisors, LLC 0.01% Add +16.3% 40,260 $1.5M
Valley National Advisers Inc. 0.23% Add +1.3% 39,758 $1.5M
Chancellor Financial Group WB LP 1.04% Add +0.0% 39,465 $1.5M
Verdence Capital Advisors LLC 0.08% Add +1.7% 38,997 $1.5M
AMG National Trust Bank 0.04% Add +1.4% 39,305 $1.5M
Profund Advisors LLC 0.05% Add +2.1% 39,066 $1.5M
Louisiana State Employees Retirement System 0.02% Reduce -0.5% 38,800 $1.4M
Westpac Banking Corp. 0.09% Reduce -0.6% 38,773 $1.4M
Bleakley Financial Group, LLC 0.03% Reduce -2.2% 38,278 $1.4M
Chelsea Counsel Co. 0.63% No change 37,950 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.9% 38,100 $1.4M
NewEdge Wealth, LLC 0.02% Add +14.6% 38,729 $1.4M
QRG Capital Management, Inc. 0.02% Reduce -86.1% 37,214 $1.4M
Huntington National Bank 0.01% Add +0.2% 37,137 $1.4M
Charter Research & Investment Group, Inc. 0.95% Reduce -1.3% 37,088 $1.4M
Voleon Capital Management LP 0.03% Add +6.4% 36,927 $1.4M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.1% 36,198 $1.3M
Xcel Wealth Management, LLC 0.36% No change 36,144 $1.3M
Tower Wealth Partners, Inc. 0.74% Reduce -0.4% 36,029 $1.3M
XTX Topco Ltd 0.07% New 35,993 $1.3M
Maryland State Retirement & Pension System 0.03% No change 35,972 $1.3M
Alps Advisors Inc. 0.01% Add +43.6% 35,745 $1.3M
Securian Asset Management, Inc. 0.04% Reduce -7.3% 35,713 $1.3M
Farther Finance Advisors, LLC 0.02% Reduce -2.4% 35,574 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.5% 35,571 $1.3M
Crossmark Global Holdings, Inc. 0.02% Add +0.0% 35,560 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +21.8% 35,358 $1.3M
Trustmark Bank Trust Department 0.08% Reduce -0.1% 35,186 $1.3M
Raleigh Capital Management Inc. 0.49% Add +1.9% 34,737 $1.3M
Investment Management Corp of Ontario 0.02% Reduce -87.8% 34,616 $1.3M
Prospera Financial Services Inc 0.02% Reduce -2.5% 34,594 $1.3M
Northwest & Ethical Investments L.P. 0.03% No change 34,412 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -6.7% 34,100 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -60.5% 33,743 $1.3M
New Mexico Educational Retirement Board 0.04% Reduce -3.2% 33,373 $1.2M
Norinchukin Bank, The 0.02% Add +1.1% 33,235 $1.2M
Fifth Third Bancorp 0.00% Add +1.6% 32,273 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +0.7% 32,219 $1.2M
Wealth Alliance, LLC 0.12% Add +4.4% 32,051 $1.2M
Old Port Advisors 0.30% Add +53.0% 31,948 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -87.8% 31,898 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.1% 32,053 $1.2M
Mutual Advisors, LLC 0.03% Add +0.6% 31,352 $1.2M
Park Avenue Securities LLC 0.01% New 31,264 $1.2M
Shum Financial Group, Inc. 0.87% — 31,207 $1.2M
HBK Sorce Advisory LLC 0.03% Reduce -1.7% 30,092 $1.1M
MTM Financial Group, LLC 0.56% Add +0.2% 30,579 $1.1M
Royal Fund Management, LLC 0.14% Reduce -20.2% 30,209 $1.1M
Liberty Square Wealth Partners LLC 0.35% No change 30,195 $1.1M
Supplemental Annuity Collective Trust of NJ 0.29% No change 30,000 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Add +3.2% 29,947 $1.1M
Heartland Bank & Trust Co 0.44% Reduce -0.1% 28,922 $1.1M
LMR Partners LLP 0.02% Add +94.6% 28,585 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +5.0% 28,584 $1.1M
Waverly Advisors, LLC 0.01% Add +2.2% 28,518 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -2.0% 28,491 $1.1M
Exchange Traded Concepts, LLC 0.01% Add +0.5% 28,423 $1.1M
Snowden Capital Advisors LLC 0.03% Add +10.8% 28,175 $1.1M
Danske Bank A/S 0.00% Add +4.5% 27,795 $1.0M
Sterling Investment Advisors, Ltd. 0.20% Reduce -4.7% 27,687 $1.0M
Wealthcare Advisory Partners LLC 0.02% Add +0.4% 27,655 $1.0M
Tounjian Advisory Partners, LLC 0.34% Reduce -26.5% 27,290 $1.0M
Allstate Corp. 0.02% New 27,163 $1.0M
Jones Financial Companies LLLP 0.00% Add +21.0% 27,390 $1.0M
Allegheny Financial Group 0.19% Add +0.5% 27,044 $1.0M
Boothbay Fund Management, LLC 0.03% Reduce -1.8% 26,961 $1.0M
Wilmington Savings Fund Society, FSB 0.02% Reduce -22.9% 26,861 $998K
GAMMA Investing LLC 0.05% Add +15.7% 26,816 $996K
Summit Trail Advisors, LLC 0.01% New 26,547 $990K
South Dakota Investment Council 0.02% Reduce -15.4% 26,439 $982K
Empirical Finance, LLC 0.05% Add +1.0% 26,372 $980K
Aspire Private Capital, LLC 0.21% Add +1.8% 26,279 $977K
Agf Management Ltd. 0.00% Reduce -20.8% 26,143 $971K
Affinity Investment Advisors, LLC 0.65% Reduce -2.2% 25,866 $961K
Rodgers Brothers Inc. 0.12% Add +0.3% 25,834 $960K
Kestra Private Wealth Services, LLC 0.01% Add +0.8% 25,615 $952K
Fidelity D & D Bancorp Inc. 0.52% Add +0.9% 25,148 $934K
Horizon Investments, LLC 0.01% Add +2.2% 24,991 $929K
Metis Global Partners, LLC 0.02% Reduce -5.9% 24,835 $923K
CWA Asset Management Group, LLC 0.03% New 24,783 $921K
Quadcap Wealth Management, LLC 0.11% Add +0.2% 24,715 $918K
Empowered Funds, LLC 0.01% Add +42.5% 24,536 $912K
Peapack Gladstone Financial Corp. 0.01% Add +3.0% 24,453 $908K
Zullo Investment Group, Inc. 0.34% Add +1.8% 24,394 $907K
D.A. Davidson & Co. 0.01% Add +3.6% 24,129 $897K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 23,570 $876K
Daiichi Life Insurance Co., Ltd. 0.02% No change 23,519 $874K
Vident Advisory, LLC 0.01% Add +10.8% 23,498 $873K
Modera Wealth Management, LLC 0.01% Reduce -0.1% 23,461 $872K
Bank & Trust Co 0.64% Reduce -1.3% 23,184 $862K
AlphaCore Capital LLC 0.03% Add +297.8% 22,787 $853K
Alliance Wealth Advisors, LLC 0.42% Add +0.1% 22,832 $848K
Independent Advisor Alliance 0.02% Reduce -27.4% 22,802 $847K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.0% 22,752 $845K
Hudock, Inc. 0.13% Reduce -1.6% 22,729 $845K
Pinnacle Associates Ltd. 0.01% Reduce -2.2% 22,667 $842K
HB Wealth Management, LLC 0.01% Add +7.4% 22,642 $841K
Praxis Investment Management Inc. 0.05% No change 22,540 $838K
Cwm, LLC 0.00% Add +19.9% 22,364 $831K
Savant Capital, LLC 0.01% Add +28.5% 22,288 $828K
Peoples Financial Services Corp. 0.36% Reduce -2.0% 21,528 $800K
Keybank National Association 0.00% Reduce -22.6% 21,153 $786K
MQS Management LLC 0.46% Add +27.8% 21,083 $783K
Benjamin Edwards Inc. 0.01% Add +5.1% 20,904 $777K
Enhancing Capital LLC 0.57% No change 20,880 $776K
Arax Advisory Partners 0.01% Add +155.0% 20,872 $776K
Credit Agricole S A 0.00% — 20,786 $772K
Bank of Hawaii 0.04% Reduce -1.3% 20,506 $762K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +29.5% 20,263 $753K
UNIVEST FINANCIAL Corp 0.04% Add +0.5% 20,195 $750K
Mufg Securities Americas Inc. 0.05% Add +21.7% 19,942 $741K
GeoWealth Management, LLC 0.03% Add +2.6% 19,921 $740K
Cornerstone Advisors Asset Management, LLC 0.13% Reduce -3.0% 19,874 $739K
Fourpath Capital Management, LLC 0.10% Reduce -1.1% 19,820 $737K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -3.0% 19,477 $724K
Wedbush Securities Inc. 0.02% Add +0.3% 19,335 $718K
Federation des caisses Desjardins du Quebec 0.00% Add +27.7% 19,310 $718K
Capital Fund Management S.A. 0.01% New 19,273 $716K
IFS Group,LLC 0.63% — 19,538 $715K
Carnegie Investment Counsel 0.01% No change 19,124 $711K
Elevated Capital Advisors, LLC 0.18% Reduce -14.5% 19,058 $708K
GC Wealth Management RIA, LLC 0.02% Add +18.3% 19,018 $707K
Hilltop Holdings Inc. 0.04% Add +11.7% 18,683 $694K
CX Institutional 0.02% Add +179.0% 18,509 $688K
Stephens Inc. 0.01% Reduce -2.2% 18,443 $685K
Confluence Wealth Services, Inc. 0.03% Add +0.2% 18,293 $680K
Stonebridge Financial Group, LLC 0.06% Add +0.1% 18,242 $678K
First National Bank & Trust Co. of Newtown 0.13% No change 18,218 $677K
Vise Technologies, Inc. 0.03% Reduce -20.6% 18,151 $674K
Bfsg, LLC 0.07% Add +0.1% 18,091 $672K
Howe & Rusling Inc. 0.05% No change 18,083 $672K
BLB&B Advisors, LLC 0.03% Reduce -2.8% 17,945 $667K
MKT Advisors LLC 0.25% Reduce -2.7% 18,190 $666K
VAUGHAN & Co SECURITIES, INC. 0.35% Reduce -1.8% 17,870 $664K
Tower Research Capital LLC (TRC) 0.02% Reduce -24.9% 17,798 $661K
Nomura Holdings Inc. 0.00% Add +96.0% 17,766 $660K
Fiduciary Family Office, LLC 0.19% Add +12.7% 17,744 $659K
STRS Ohio 0.00% Reduce -83.7% 17,698 $658K
Retirement Planning Group, LLC 0.02% New 17,467 $649K
Walleye Trading LLC 0.01% New 17,382 $646K
Hantz Financial Services, Inc. 0.01% Add +4.6% 17,062 $634K
Summit Financial, LLC 0.01% Add +0.3% 17,025 $633K
Occudo Quantitative Strategies LP 0.08% New 16,990 $631K
RKL Wealth Management LLC 0.05% Reduce -8.0% 16,980 $631K
Baird Financial Group, Inc. 0.00% Reduce -6.0% 16,706 $621K
Cooper Financial Group 0.07% Reduce -4.9% 16,703 $621K
Great Valley Advisor Group, Inc. 0.01% Reduce -7.7% 16,452 $611K
Bessemer Group Inc. 0.00% Add +11.7% 16,407 $610K
Palacios Wealth Management, LLC 0.40% Reduce -5.9% 16,338 $607K
GTS Securities LLC 0.02% Add +101.8% 16,263 $604K
B. Metzler seel. Sohn & Co. AG 0.01% No change 15,894 $591K
Beacon Pointe Advisors, LLC 0.01% Add +33.1% 15,892 $591K
Level Four Advisory Services, LLC 0.02% Add +3.3% 15,891 $591K
Meeder Advisory Services, Inc. 0.03% Reduce -5.2% 15,808 $587K
D. E. Shaw & Co. 0.00% Reduce -97.4% 15,503 $576K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -6.0% 15,438 $574K
Twelve Points Wealth Management LLC 0.14% Reduce -15.3% 15,351 $570K
Blair William & Co. 0.00% Reduce -6.0% 15,170 $564K
Moors & Cabot, Inc. 0.02% Add +6.9% 15,119 $562K
Philadelphia Trust Co. 0.04% Reduce -1.9% 15,058 $560K
Northwest Bancshares, Inc. 0.09% Reduce -4.1% 14,993 $557K
Neo Ivy Capital Management 0.14% New 14,956 $556K
NFSG Corp 0.08% Reduce -2.9% 14,905 $554K
Cobblestone Capital Advisors LLC 0.03% No change 14,839 $551K
Gladstone Institutional Advisory LLC 0.02% Reduce -3.2% 14,833 $551K
Centennial Wealth Advisory LLC 0.15% Add +5.2% 14,814 $550K
Global Retirement Partners, LLC 0.01% Reduce -10.1% 14,807 $550K
Northeast Financial Group, Inc. 0.14% No change 14,806 $550K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -24.5% 14,779 $549K
Forza Wealth Management, LLC 0.21% No change 14,616 $543K
World Investment Advisors 0.01% Add +10.2% 14,575 $542K
Frank, Rimerman Advisors LLC 0.03% Add +48.9% 14,565 $541K
Greenleaf Trust 0.00% Add +10.1% 14,487 $538K
Balyasny Asset Management L.P. 0.00% New 14,238 $529K
Stratos Wealth Partners, LTD. 0.01% Add +70.0% 14,213 $528K
MUFG Securities EMEA plc 0.01% Add +550.8% 14,155 $526K
Outlook Wealth Advisors, LLC 0.13% Reduce -0.5% 14,120 $525K
Haverford Trust Co 0.00% Reduce -0.6% 14,090 $524K
Principal Securities, Inc. 0.01% Reduce -23.4% 13,920 $517K
Signature Estate & Investment Advisors LLC 0.01% Add +0.4% 13,917 $517K
Focus Partners Wealth 0.00% Reduce -46.1% 13,781 $512K
Clearview Wealth Advisors LLC 0.33% Reduce -2.7% 13,674 $508K
Compton Financial Group, LLC 0.12% Add +6.7% 13,590 $505K
Strategic Financial Concepts, LLC 0.07% Add +4.3% 13,590 $505K
Brookstone Capital Management 0.01% Add +7.5% 13,565 $504K
William Blair Investment Management, LLC 0.00% Reduce -3.0% 13,371 $497K
Valeo Financial Advisors, LLC 0.01% Reduce -2.0% 13,319 $495K
Canada Post Corp Registered Pension Plan 0.02% Add +34.9% 13,304 $493K
OneDigital Investment Advisors LLC 0.01% Reduce -3.5% 13,169 $489K
Contravisory Investment Management, Inc. 0.09% New 13,011 $483K
Mycio Wealth Partners, LLC 0.11% No change 12,916 $480K
Stewardship Advisors, LLC 0.11% Add +0.2% 12,898 $479K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -1.5% 12,868 $478K
Wolverine Trading, LLC 0.01% New 12,854 $477K
Chesapeake Asset Management LLC 0.42% Add +25.3% 12,812 $476K
Quadrant Capital Group LLC 0.02% Reduce -2.6% 12,635 $470K
Pure Financial Advisors, LLC 0.01% Reduce -0.6% 12,542 $466K
United Capital Financial Advisors, LLC 0.00% Add +0.3% 12,528 $466K
Group One Trading LLC 0.01% Add +628.2% 12,517 $465K
TD Waterhouse Canada Inc. 0.00% New 12,629 $463K
Aviva PLC 0.00% No change 12,461 $463K
Virtu Financial LLC 0.03% New 12,377 $460K
West Paces Advisors Inc. 0.09% Add +0.4% 12,332 $458K
Sagespring Wealth Partners, LLC 0.01% Add +1.0% 12,275 $456K
Advisory Services Network, LLC 0.01% Add +0.5% 12,145 $451K
Bill Few Associates, Inc. 0.12% No change 12,104 $450K
Plimoth Trust Co. LLC 0.10% Reduce -1.0% 11,965 $445K
Smartleaf Asset Management LLC 0.03% Add +88.8% 11,955 $443K
Curbstone Financial Management Corp 0.08% Reduce -2.9% 11,872 $441K
Apollon Wealth Management, LLC 0.01% Add +18.5% 11,746 $436K
Venturi Wealth Management, LLC 0.02% Reduce -3.4% 11,725 $436K
Callan Family Office, LLC 0.01% Reduce -3.3% 11,712 $435K
Ledyard National Bank 0.04% Add +0.4% 11,694 $435K
MAI Capital Management 0.00% Reduce -5.8% 11,543 $429K
Artisan Partners Limited Partnership 0.00% No change 11,523 $428K
NorthCoast Asset Management LLC 0.00% Reduce -29.1% 11,457 $428K
Cherokee Insurance Co 0.18% Reduce -19.6% 11,500 $427K
Ascentis Independent Advisors 0.07% Add +9.3% 11,469 $426K
HighPoint Advisor Group LLC 0.02% Add +2.6% 11,465 $426K
Segall Bryant & Hamill, LLC 0.01% No change 11,400 $424K
AIMZ Investment Advisors, LLC 0.13% No change 11,367 $422K
Tidal Investments LLC 0.00% Add +4.4% 11,286 $419K
Private Trust Co. NA 0.04% Add +0.1% 11,191 $416K
Hazlett, Burt & Watson, Inc. 0.15% Reduce -4.6% 11,177 $415K
PUREfi Wealth, LLC 0.32% Add +31.8% 11,129 $414K
CreativeOne Wealth, LLC 0.01% Add +2.8% 11,079 $412K
Ethic Inc. 0.01% Add +6.2% 11,077 $412K
SevenBridge Financial Group, LLC 0.07% No change 11,138 $411K
Colonial River Investments, LLC 0.15% Add +10.6% 11,045 $410K
Axxcess Wealth Management, LLC 0.01% Add +12.9% 11,045 $410K
Chicago Partners Investment Group LLC 0.01% Reduce -2.3% 11,048 $408K
Compound Planning, Inc. 0.01% Add +3.7% 10,942 $407K
CRA Financial Services, LLC 0.06% Reduce -1.5% 10,892 $405K
Empire Financial Management Company, LLC 0.09% No change 10,734 $399K
Schroder Investment Management Group 0.00% Reduce -53.9% 10,709 $397K
Brighton Jones LLC 0.01% New 10,679 $397K
Brevan Howard Capital Management LP 0.01% Add +23.2% 10,432 $388K
Essex Financial Services, Inc. 0.02% Add +16.0% 10,383 $386K
Strategic Investment Advisors / MI 0.03% Reduce -7.7% 10,380 $386K
Fieldview Capital Management, LLC 0.06% New 10,307 $383K
Advisory Alpha, LLC 0.01% New 10,398 $379K
Code Waechter LLC 0.25% Add +1.1% 9,989 $378K
Yoffe Investment Management, LLC 0.49% No change 10,100 $375K
V-Square Quantitative Management LLC 0.06% Add +5.2% 10,084 $375K
Brown Advisory Inc. 0.00% Add +9.6% 10,026 $373K
Opal Wealth Advisors, LLC 0.10% Add +2.2% 10,002 $372K
Sowell Financial Services LLC 0.01% Add +4.8% 9,887 $367K
UMB Bank, n.a. 0.01% Reduce -2.2% 9,874 $367K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.1% 9,502 $353K
Prepared Retirement Institute LLC 0.18% Add +2.5% 9,485 $352K
Arkadios Wealth Advisors 0.01% New 9,476 $352K
Intrust Bank NA 0.03% Add +1.9% 9,465 $352K
Cary Street Partners Investment Advisory LLC 0.15% Add +11.3% 9,382 $349K
Parallel Advisors, LLC 0.01% Add +3.8% 9,325 $347K
Elevation Point Wealth Partners, LLC 0.02% Reduce -58.6% 9,261 $346K
Norden Group LLC 0.04% Add +2.9% 9,310 $346K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.2% 9,275 $345K
Mather Group, Llc. 0.00% Add +9.8% 9,238 $343K
Wealth Management Associates, Inc. 0.12% Add +0.0% 9,227 $343K
Faithward Advisors, LLC 0.05% Add +1.3% 9,220 $343K
Marathon Strategic Advisors, LLC 0.27% New 9,204 $342K
WealthShield Partners, LLC 0.04% Add +0.0% 9,076 $337K
First County Bank 0.17% Reduce -17.4% 8,934 $332K
Ashton Thomas Securities, LLC 0.05% Reduce -8.0% 8,793 $327K
Hilltop National Bank 0.08% No change 8,750 $325K
Integrated Advisors Network LLC 0.01% Add +11.4% 8,634 $321K
Dynamic Advisor Solutions LLC 0.01% Reduce -6.0% 8,495 $316K
Brooklyn Investment Group 0.04% Reduce -4.1% 9,363 $314K
Manske Wealth Management 0.10% Reduce -0.6% 8,420 $313K
Ameritas Advisory Services, LLC 0.02% Add +55.1% 8,335 $310K
Terril Brothers, Inc. 0.09% New 8,330 $310K
Coldstream Capital Management Inc. 0.00% Add +3.8% 8,248 $306K
Richard W. Paul & Associates, LLC 0.10% Reduce -0.6% 8,226 $306K
Legacy Advisors, LLC 0.04% — 8,141 $305K
WealthTrust Axiom LLC 0.08% No change 8,179 $304K
Steph & Co. 0.09% Reduce -4.0% 8,135 $302K
Wedmont Private Capital 0.01% Add +33.3% 8,006 $300K
SBI Securities Co., Ltd. 0.01% Add +11.8% 8,049 $299K
Voya Financial Advisors, Inc. 0.03% Reduce -8.3% 8,057 $299K
Aviso Wealth Management 0.13% Add +0.4% 8,038 $299K
LifeGuide Financial Advisors, LLC 0.11% No change 8,788 $299K
Lowe Wealth Advisors, LLC 0.11% No change 8,004 $297K
Savvy Advisors, Inc. 0.01% New 7,900 $294K
Investment Advisory Services Inc. /TX 0.09% Reduce -0.0% 7,892 $293K
Campion Asset Management 0.21% Reduce -4.6% 7,792 $290K
Fifth Third Wealth Advisors LLC 0.01% Add +8.0% 7,739 $288K
Ashton Thomas Private Wealth, LLC 0.01% Add +6.7% 7,664 $287K
Procyon Advisors, LLC 0.02% Reduce -30.5% 7,690 $286K
Successful Portfolios LLC 0.17% Reduce -0.4% 7,662 $285K
International Private Wealth Advisors LLC 0.18% Reduce -11.4% 7,552 $281K
One Wealth Advisors, LLC 0.03% Add +5.6% 7,486 $278K
Aufman Associates Inc 0.16% No change 7,485 $278K
Camden National Bank 0.04% Reduce -3.2% 7,454 $277K
Aaron Wealth Advisors LLC 0.02% New 7,412 $275K
Thrive Wealth Management, LLC 0.04% Add +1.1% 7,390 $275K
StoneX Group Inc. 0.01% Reduce -6.0% 7,328 $274K
Cigna Investments Inc. 0.04% No change 7,314 $271K
Cassaday & Co Wealth Management LLC 0.01% New 7,291 $271K
Los Angeles Capital Management LLC 0.00% Reduce -24.0% 7,289 $271K
Tower Bridge Advisors 0.03% No change 7,264 $270K
Longboard Asset Management, LP 0.44% No change 7,247 $269K
Signaturefd, LLC 0.00% Add +3.9% 7,211 $268K
Opus Capital Group, LLC 0.03% Add +8.2% 7,173 $267K
XML Financial, LLC 0.02% New 7,116 $264K
Personal Cfo Solutions, LLC 0.05% New 7,083 $263K
Crewe Advisors LLC 0.03% Reduce -0.4% 7,083 $263K
FDx Advisors, Inc. 0.08% Add +1.2% 7,211 $263K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.1% 7,070 $263K
Kuhn & Co Investment Counsel 0.21% No change 7,000 $260K
Farringdon Capital, Ltd. 0.07% Reduce -69.1% 6,977 $259K
Capital Investment Advisors, LLC 0.00% Reduce -3.3% 6,973 $259K
Stock Yards Bank & Trust Co. 0.01% Add +4.5% 6,924 $257K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.5% 6,765 $251K
LVW Advisors, LLC 0.03% No change 6,764 $251K
Ieq Capital, LLC 0.00% Add +1.7% 6,753 $251K
Addison Capital Co 0.07% No change 6,742 $251K
Janney Capital Management LLC 0.02% No change 6,724 $250K
Cary Street Partners Financial LLC 0.01% Add +26.2% 6,688 $249K
Fiduciary Trust Co 0.00% New 6,661 $248K
Orange Investment Advisors, Inc. 0.03% No change 6,625 $246K
Radnor Capital Management, LLC 0.04% No change 6,609 $246K
Geneos Wealth Management Inc. 0.01% Add +3.7% 6,586 $245K
Guardian Asset Advisors, LLC 0.13% Reduce -1.1% 6,571 $244K
River Wealth Advisors LLC 0.03% Reduce -9.3% 6,559 $244K
Cidel Asset Management Inc. 0.01% No change 6,477 $241K
Wayfinding Financial, LLC 0.10% No change 6,387 $239K
Park Place Capital Corp 0.05% Reduce -0.4% 6,386 $237K
Greenfield Savings Bank 0.10% Add +0.3% 6,378 $237K
Simplex Trading, LLC 0.01% New 6,385 $237K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +3.5% 6,343 $236K
von Borstel & Associates, Inc. 0.04% New 6,401 $235K
Scotia Capital Inc. 0.00% Reduce -36.1% 6,206 $231K
Pine Valley Investments Ltd Liability Co 0.01% No change 6,201 $231K
Capstone Wealth Management Group, LLC 0.10% Reduce -7.3% 6,186 $230K
Intrua Financial, LLC 0.03% Reduce -2.4% 6,162 $229K
Fidelis Capital Partners, LLC 0.02% Add +0.6% 6,141 $228K
Patton Fund Management, Inc. 0.04% No change 6,130 $228K
Ballentine Partners, LLC 0.00% Reduce -4.6% 6,129 $228K
Southland Equity Partners LLC 0.05% Reduce -0.4% 6,027 $224K
Synovus Financial Corp. 0.00% New 5,997 $223K
Advisor OS, LLC 0.02% New 5,970 $222K
Daymark Wealth Partners, LLC 0.01% New 5,949 $221K
Heritage Wealth Management, Inc. 0.06% No change 5,914 $220K
Tyche Wealth Partners LLC 0.04% Add +0.0% 5,910 $220K
Journey Strategic Wealth LLC 0.01% New 5,852 $217K
Moneta Group Investment Advisors LLC 0.00% New 5,838 $217K
SkyView Investment Advisors, LLC 0.03% New 5,806 $216K
Traynor Capital Management, Inc. 0.01% New 5,797 $215K
Rehmann Capital Advisory Group 0.01% New 5,787 $215K
Wealth Preservation Advisors, LLC 0.12% Add +0.8% 5,722 $213K
Wesbanco Bank Inc. 0.01% New 5,703 $212K
Busey Bank 0.01% New 5,654 $210K
Port Capital LLC 0.01% New 5,654 $210K
Kennedy Investment Group, Inc. 0.08% New 5,634 $209K
IAM Advisory, LLC 0.05% New 5,609 $208K
NorthRock Partners, LLC 0.00% New 5,577 $207K
Hunter Associates Investment Management LLC 0.03% New 5,544 $207K
First Business Financial Services, Inc. 0.02% New 5,553 $206K
Argent Trust Co 0.01% New 5,541 $206K
GAMCO Investors 0.00% New 5,521 $205K
Citizens Financial Group Inc. 0.00% New 5,442 $204K
Select Asset Management & Trust 0.06% New 5,500 $204K
International Assets Investment Management, LLC 0.02% Add +0.1% 5,973 $203K
Keystone Financial Group 0.02% New 5,460 $203K
First Citizens Bank & Trust Co. 0.00% New 5,395 $200K
Inspire Advisors, LLC 0.02% New 5,384 $200K
Blue Trust, Inc. 0.00% Reduce -5.2% 5,376 $200K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -6.6% 5,298 $197K
Eastern Bank 0.00% No change 5,011 $186K
U S Global Investors Inc. 0.02% No change 5,000 $186K
EverSource Wealth Advisors, LLC 0.01% Add +0.1% 4,702 $175K
Siemens Fonds Invest GmbH 0.01% No change 4,507 $167K
Matrix Trust Co 0.02% Reduce -1.4% 4,158 $155K
Allworth Financial LP 0.00% Add +5.9% 4,157 $154K
Smithfield Trust Co 0.01% No change 4,060 $150K
Dynamic Wealth Strategies, LLC 0.10% Add +6.1% 4,021 $149K
Medallion Wealth Advisors, LLC 0.05% No change 3,923 $146K
Turning Point Benefit Group, Inc. 0.08% New 3,694 $135K
Key Financial Inc 0.02% No change 3,645 $133K
CI Investments Inc. 0.00% Add +7.3% 3,417 $127K
Silvant Capital Management LLC 0.00% No change 3,286 $122K
Atlantic Union Bankshares Corp 0.00% Add +50.6% 3,275 $122K
Hughes Financial Services, LLC 0.02% No change 3,263 $120K
Ostrum Asset Management 0.01% Reduce -3.0% 3,149 $117K
Bare Financial Services, Inc 0.03% Add +564.6% 3,137 $117K
First Command Advisory Services, Inc. 0.00% No change 3,071 $114K
Proffitt & Goodson Inc. 0.02% Add +0.2% 3,037 $113K
Caitong International Asset Management Co., Ltd 0.08% New 2,958 $110K
Saranac Partners Ltd 0.02% New 2,946 $109K
Montag A & Associates Inc. 0.01% Reduce -21.6% 2,909 $109K
CIBC Private Wealth Group LLC 0.00% Add +7.3% 2,791 $104K
Amplify Investments, LLC 2.55% No change 2,702 $100K
Bokf, NA 0.00% Reduce -14.5% 2,668 $99K
Caldwell Trust Co 0.01% No change 2,548 $95K
Ransom Advisory, Ltd 0.04% Reduce -24.2% 2,500 $93K
Center for Financial Planning, Inc. 0.01% No change 2,498 $93K
Cromwell Holdings LLC 0.05% No change 2,475 $93K
JFS Wealth Advisors, LLC 0.01% Add +29.7% 2,485 $93K
FNY Investment Advisers, LLC 0.03% No change 2,500 $92K
Larson Financial Group LLC 0.00% Add +25.1% 2,415 $90K
Oakworth Capital, Inc. 0.01% Reduce -4.1% 2,336 $87K
Millstone Evans Group, LLC 0.05% No change 2,306 $86K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.1% 2,304 $86K
Bay Harbor Wealth Management, LLC 0.02% Add +0.2% 2,158 $81K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 2,172 $81K
Nvwm, LLC 0.02% No change 2,005 $75K
Wealth Watch Advisors, INC 0.03% New 1,997 $74K
CYBER HORNET ETFs LLC 0.05% Add +3.6% 1,993 $74K
Brown Brothers Harriman & Co. 0.00% Add +61.2% 1,992 $74K
Roble, Belko & Company, Inc 0.01% No change 1,954 $73K
Harbour Investments, Inc. 0.00% Reduce -11.4% 1,957 $73K
Sentry Investment Management LLC 0.05% Reduce -5.8% 1,895 $71K
HM Payson & Co. 0.00% No change 1,806 $67K
Golden State Wealth Management, LLC 0.01% No change 1,783 $66K
Grove Bank & Trust 0.01% No change 1,763 $66K
Rossby Financial, LCC 0.02% No change 1,772 $65K
First Horizon Corp. 0.00% — 1,707 $63K
LRI Investments, LLC 0.00% Add +310.7% 1,573 $58K
Newton One Investments LLC 0.02% No change 1,524 $57K
Root Financial Partners, LLC 0.00% New 1,507 $56K
Deseret Mutual Benefit Administrators 0.02% Reduce -8.8% 1,501 $56K
North Star Investment Management Corp. 0.00% No change 1,465 $54K
Prestige Wealth Management Group LLC 0.01% Add +221.7% 1,451 $54K
Central Pacific Bank - Trust Division 0.01% No change 1,455 $54K
Quent Capital, LLC 0.00% New 1,454 $54K
Aventura Private Wealth, LLC 0.02% Reduce -38.0% 1,409 $52K
Estabrook Capital Management 0.01% No change 1,389 $52K
Parkside Financial Bank & Trust 0.00% Reduce -1.9% 1,385 $51K
McIlrath & Eck, LLC 0.01% No change 1,372 $51K
Walleye Capital LLC 0.00% Add +263.8% 1,346 $50K
Anchor Investment Management, LLC 0.00% No change 1,325 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 1,300 $48K
MTM Investment Management, LLC 0.02% Add +0.8% 1,298 $48K
Summit Securities Group LLC 0.02% Add +156.7% 1,276 $47K
Concord Wealth Partners 0.01% No change 1,266 $47K
Manchester Capital Management LLC 0.01% Reduce -12.2% 1,255 $47K
AllSquare Wealth Management LLC 0.02% No change 1,243 $46K
Essex Investment Management Co. LLC 0.01% No change 1,238 $46K
AdvisorNet Financial, Inc 0.00% Reduce -15.7% 1,229 $46K
Rosenberg Matthew Hamilton 0.01% No change 1,216 $45K
Whittier Trust Co. of Nevada Inc. 0.00% Add +51.1% 1,207 $44K
Mb, Levis & Associates, LLC 0.02% Add +0.8% 1,188 $44K
Evolution Advisers, Inc. 0.02% No change 1,223 $44K
Bangor Savings Bank 0.00% No change 1,167 $43K
Johnson Financial Group, Inc. 0.00% Add +274.4% 1,142 $43K
Wealthspire Advisors, LLC 0.00% New 1,078 $40K
Spire Wealth Management 0.00% Reduce -16.1% 1,063 $40K
CENTRAL TRUST Co 0.00% No change 1,043 $39K
Motco 0.00% Reduce -71.7% 1,028 $38K
GPS Wealth Strategies Group, LLC 0.00% Reduce -1.6% 1,011 $38K
Evermay Wealth Management LLC 0.00% No change 1,000 $37K
Kentucky Trust Co 0.02% No change 1,000 $37K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $37K
Chilton Capital Management LLC 0.00% No change 1,000 $37K
Salomon & Ludwin, LLC 0.00% Add +153.1% 997 $37K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -0.1% 977 $36K
CoreCap Advisors, LLC 0.00% Add +4.6% 961 $36K
Sound Income Strategies, LLC 0.00% Add +322.5% 959 $35K
Truvestments Capital LLC 0.01% Add +1.4% 940 $35K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -13.5% 916 $34K
Trust Co. of Toledo NA 0.00% No change 921 $34K
Ossiam 0.00% Reduce -94.1% 884 $33K
Steigerwald, Gordon & Koch Inc. 0.00% New 845 $31K
Financial Consulate, Inc. 0.00% New 838 $31K
Global Wealth Strategies & Associates 0.01% New 800 $30K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 768 $29K
J.Safra Asset Management Corp 0.00% New 761 $28K
Duncker Streett & Co. Inc. 0.00% No change 742 $28K
Pinnacle Bancorp, Inc. 0.01% No change 723 $27K
Operose Advisors LLC 0.01% No change 706 $26K
Investors Research Corp 0.00% No change 675 $25K
Independence Bank of Kentucky 0.00% Reduce -37.4% 670 $25K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 653 $24K
ORG Partners LLC 0.00% Add +17.4% 649 $24K
Hemington Wealth Management 0.00% Add +7.8% 650 $24K
Clearstead Advisors, LLC 0.00% Add +10.6% 645 $24K
Costello Asset Management, INC 0.01% Add +0.2% 640 $24K
Asset Dedication, LLC 0.00% No change 633 $24K
Harbor Investment Advisory, LLC 0.00% No change 630 $23K
Covestor Ltd 0.01% Reduce -4.4% 627 $23K
Barrett & Company, Inc. 0.01% No change 600 $22K
ESL Trust Services, LLC 0.00% New 600 $22K
Glen Eagle Advisors, LLC 0.00% Add +45.3% 577 $21K
Versant Capital Management, Inc 0.00% Add +15.0% 551 $20K
GHP Investment Advisors, Inc. 0.00% No change 550 $20K
Clearstead Trust, LLC 0.00% No change 549 $20K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.2% 558 $20K
CNB Bank 0.01% Reduce -40.6% 531 $20K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.9% 530 $20K
Citizens National Bank Trust Department 0.00% No change 509 $19K
Princeton Global Asset Management LLC 0.00% Add +0.8% 504 $19K
Bruce G. Allen Investments, LLC 0.01% No change 500 $19K
GW&K Investment Management, LLC 0.00% Add +6.1% 487 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -57.2% 479 $18K
Measured Wealth Private Client Group, LLC 0.00% New 480 $18K
Fairman Group, LLC 0.01% Add +0.8% 475 $18K
WealthCollab, LLC 0.01% No change 469 $17K
City State Bank 0.01% No change 462 $17K
Provenance Wealth Advisors, LLC 0.00% No change 453 $17K
Bogart Wealth, LLC 0.00% Add +5.9% 449 $17K
Westside Investment Management, Inc. 0.00% Add +100.0% 450 $16K
TD Capital Management LLC 0.00% No change 441 $16K
Robinswood Financial LLC 0.01% New 440 $16K
Logan Capital Management Inc. 0.00% Reduce -50.0% 435 $16K
Fortis Group Advisors, LLC 0.00% No change 404 $15K
United Community Bank 0.00% No change 400 $15K
Delta Asset Management LLC 0.00% No change 368 $14K
Meeder Asset Management Inc. 0.00% Add +35100.0% 352 $13K
Byrne Asset Management LLC 0.01% No change 350 $13K
Avion Wealth 0.00% No change 366 $13K
2UniFi Bank 0.01% No change 322 $12K
Fortitude Family Office, LLC 0.00% No change 314 $12K
Colonial Trust Co / SC 0.00% Add +12.0% 308 $11K
CVA Family Office, LLC 0.00% Add +73.8% 299 $11K
Washington Trust Advisors, Inc. 0.00% No change 299 $11K
IFS Advisors, LLC 0.01% No change 288 $11K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 285 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -95.5% 272 $10K
Abound Wealth Management 0.00% No change 269 $10K
Morton Brown Family Wealth, LLC 0.00% Add +0.8% 258 $10K
1620 Investment Advisors, Inc. 0.01% No change 250 $9K
Family Legacy Financial Solutions, LLC 0.01% No change 245 $9K
MV Capital Management, Inc. 0.00% No change 242 $9K
Addison Advisors LLC 0.00% No change 236 $9K
DT Investment Partners, LLC 0.00% No change 214 $8K
SJS Investment Consulting Inc. 0.00% Add +583.3% 205 $8K
TCTC Holdings, LLC 0.00% No change 203 $8K
Tompkins Financial Corp. 0.00% No change 200 $7K
Heartwood Wealth Advisors LLC 0.00% New 196 $7K
Pacific Center for Financial Services 0.00% No change 190 $7K
Edmond DE Rothschild Holding S.A. 0.00% No change 177 $7K
Sachetta, LLC 0.00% No change 169 $6K
Financial Gravity Asset Management, Inc. 0.00% — 165 $6K
Resources Management Corp. /CT/ 0.00% Reduce -70.0% 150 $6K
Capital Advisors, Ltd. LLC 0.00% No change 167 $6K
Howard Hughes Medical Institute 0.00% No change 159 $6K
True Wealth Design, LLC 0.00% Add +68.8% 157 $6K
Physician Wealth Advisors, Inc. 0.00% New 150 $6K
Crews Bank & Trust 0.00% No change 145 $5K
Activest Wealth Management 0.00% Add +11.4% 137 $5K
Horizon Financial Services, LLC 0.00% New 136 $5K
Accredited Wealth Management, LLC 0.00% Add +2755.4% 3,712 $5K
IMG Wealth Management, Inc. 0.00% No change 130 $5K
Strategic Investment Solutions, Inc. 0.00% No change 125 $5K
Country Trust Bank 0.00% Add +113.8% 124 $5K
Gen-Wealth Partners Inc 0.00% No change 123 $5K
Highline Wealth Partners LLC 0.00% Reduce -9.2% 118 $4K
Stone House Investment Management, LLC 0.00% Add +218.9% 118 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 117 $4K
Cloud Capital Management, LLC 0.00% New 111 $4K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -21.1% 116 $4K
Capital Analysts, LLC 0.00% No change 100 $4K
Kilter Group LLC 0.00% Reduce -8.7% 105 $4K
Thompson Investment Management, Inc. 0.00% New 105 $4K
Wolff Wiese Magana LLC 0.00% No change 100 $4K
Hoey Investments, Inc. 0.00% No change 100 $4K
Trust Co. of Vermont 0.00% Reduce -3.9% 100 $4K
Adirondack Trust Co. 0.00% No change 100 $4K
Clark Wealth Partners 0.00% Add +173.7% 104 $4K
SouthState Bank Corp 0.00% Reduce -44.0% 98 $4K
Essential Partners LLC 0.00% Add +120.9% 95 $4K
JPL Wealth Management, LLC 0.00% New 88 $3K
Prudent Man Investment Management, Inc. 0.00% No change 100 $3K
Aspect Partners, LLC 0.00% No change 84 $3K
WPG Advisers, LLC 0.00% Reduce -12.1% 80 $3K
Private Wealth Management Group, LLC 0.00% No change 77 $3K
Bell Investment Advisors, Inc 0.00% Reduce -46.5% 77 $3K
CGC Financial Services, LLC 0.00% No change 69 $3K
Advanced Portfolio Management, LLC 0.01% New 67 $2K
Pineridge Advisors LLC 0.00% Reduce -33.7% 65 $2K
Rise Advisors, LLC 0.00% Add +29.2% 62 $2K
CBIZ Investment Advisory Services, LLC 0.00% No change 60 $2K
Dunhill Financial, LLC 0.00% No change 60 $2K
Creekmur Asset Management LLC 0.00% No change 59 $2K
Horizon Bancorp Inc. 0.00% No change 42 $2K
Hanson & Doremus Investment Management 0.00% New 43 $2K
Penserra Capital Management LLC 0.00% No change 63 $2K
Vermillion Wealth Management, Inc. 0.00% No change 53 $2K
Strategic Wealth Partners, Ltd. 0.00% No change 52 $2K
Binnacle Investments Inc 0.00% Add +51.6% 47 $2K
Marquette Asset Management, LLC 0.00% New 43 $2K
Heritage Wealth Advisors 0.00% No change 43 $2K
Raffa Wealth Management, LLC 0.00% No change 41 $2K
TFC Financial Management, Inc. 0.00% No change 41 $2K
Financial Management Professionals, Inc. 0.00% No change 36 $1K
Transamerica Financial Advisors, LLC 0.00% Add +111.8% 36 $1K
Albion Financial Group 0.00% New 34 $1K
WestEnd Advisors, LLC 0.00% New 34 $1K
Principia Wealth Advisory, LLC 0.00% No change 31 $1K
Texas Capital Bancshares Inc 0.00% New 31 $1K
Rialto Wealth Management, LLC 0.00% Add +29.2% 31 $1K
Strive Asset Management, LLC 0.00% New 30 $1K
Dogwood Wealth Management LLC 0.00% New 28 $1K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 24 $892
Evolution Wealth Management Inc. 0.00% New 23 $855
Elevation Wealth Partners, LLC 0.00% New 23 $855
Nova Wealth Management, Inc. 0.00% No change 22 $818
Tortoise Investment Management, LLC 0.00% Add +144.4% 22 $818
Avalon Trust Co 0.00% New 22 $818
Guerra Advisors Inc 0.00% New 20 $743
HFM Investment Advisors, LLC 0.00% Reduce -5.0% 19 $706
Winnacle Wealth LLC 0.00% New 14 $532
American Capital Advisory, LLC 0.00% Add +366.7% 14 $521
New Millennium Group LLC 0.00% No change 14 $520
Ameriflex Group, Inc. 0.00% New 14 $520
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 12 $446
Seneschal Advisors, LLC 0.00% New 11 $409
SIMA Wealth Partners, LLC 0.00% New 10 $372
Retirement Wealth Solutions LLC 0.00% New 10 $372
Ancora Advisors LLC 0.00% Reduce -98.8% 10 $372
Strengthening Families & Communities, LLC 0.00% No change 9 $337
Davis Capital Management 0.00% — 9 $334
Quaker Wealth Management, LLC 0.00% No change 6 $223
Hurley Capital, LLC 0.00% New 5 $186
Creative Financial Designs Inc. 0.00% No change 5 $186
Valued Wealth Advisors LLC 0.00% No change 4 $153
Caitlin John, LLC 0.00% New 4 $149
High Note Wealth, LLC 0.00% New 4 $149
Cornerstone Planning Group LLC 0.00% Reduce -99.8% 1 $8
Harvest Fund Management Co., Ltd 0.00% No change 10 $0
Winthrop Capital Management, LLC 0.00% No change 11 $0

"% of holder's portfolio" is PPL's weight in each manager's 13F, not the share of PPL Corp. the manager owns.