Quanta ServicesPWR

13F holders, Q1 2024 (March 31)
1,069holders
7famous investors
$258.92avg. 13F price*

At the end of Q1 2024, 1,069 institutions reported holding Quanta Services Inc. (PWR) in their 13F filings. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock Inc. ($2.9B) and JPMorgan Chase & Co. ($1.8B). 7 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Philippe Laffont (0.2% of Coatue Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Quanta Services Inc.
Sector
Industrials
CUSIP
74762E102
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions122$339.7M
Exits70$387.2M

Ownership 1,069 holders

Vanguard Group Inc. 0.08% Add +0.7% 16,341,230 $4.2B
BlackRock Inc. 0.07% Add +0.6% 11,229,376 $2.9B
JPMorgan Chase & Co. 0.16% Add +2.8% 6,785,253 $1.8B
Capital World Investors 0.29% Add +10.7% 6,643,733 $1.7B
FMR LLC 0.10% Add +11.5% 5,895,213 $1.5B
State Street Corp. 0.07% Add +1.9% 5,675,007 $1.5B
Peconic Partners LLC 64.59% Add +1.3% 5,598,565 $1.5B
Geode Capital Management, LLC 0.08% Add +3.0% 3,304,532 $856.3M
Artisan Partners Limited Partnership 0.97% Add +4.9% 2,557,223 $664.4M
Select Equity Group, L.P. 1.74% Add +22.1% 1,854,335 $481.8M
Royal Bank of Canada 0.11% Reduce -5.4% 1,710,877 $444.5M
Norges Bank 0.07% Add +5.2% 1,636,672 $425.2M
Morgan Stanley 0.03% Add +13.0% 1,631,368 $423.8M
Invesco Ltd. 0.09% Reduce -9.0% 1,544,374 $401.2M
Bank of America Corp. 0.04% Add +11.7% 1,542,641 $400.8M
UBS Group AG 0.13% Add +16.9% 1,457,490 $378.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.43% Reduce -41.4% 1,438,098 $373.6M
Northern Trust Corp. 0.06% Reduce -4.0% 1,334,274 $346.6M
Massachusetts Financial Services Co. 0.08% Reduce -9.2% 1,049,349 $272.6M
Deutsche Bank AG 0.12% Add +81.2% 1,031,296 $267.9M
Bank of New York Mellon Corp 0.05% Reduce -7.3% 1,007,602 $261.8M
Dimensional Fund Advisors LP 0.07% Reduce -18.1% 956,171 $248.4M
Franklin Resources Inc. 0.08% Reduce -8.8% 940,004 $244.2M
Bessemer Group Inc. 0.44% Reduce -8.3% 934,991 $242.9M
FIL Ltd 0.24% Reduce -8.3% 929,227 $241.4M
Nordea Investment Management AB 0.28% Reduce -1.5% 898,968 $234.1M
Swedbank AB 0.32% Add +6.1% 874,588 $227.2M
Agf Management Ltd. 1.20% Reduce -39.2% 827,111 $214.9M
T. Rowe Price Investment Management, Inc. 0.13% Reduce -0.4% 820,890 $213.3M
Charles Schwab Investment Management Inc. 0.05% Add +1.4% 812,688 $211.1M
Legal & General Group Plc 0.06% Reduce -1.9% 799,981 $207.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% Reduce -16.5% 770,603 $200.2M
Goldman Sachs Group Inc. 0.04% Reduce -13.1% 766,388 $199.1M
Ameriprise Financial Inc. 0.05% Reduce -6.0% 745,129 $193.6M
Nuveen Asset Management, LLC 0.05% Add +19.1% 702,094 $182.4M
Thrivent Financial for Lutherans 0.33% Reduce -0.1% 636,645 $165.4M
Federated Hermes, Inc. 0.37% Reduce -0.7% 623,092 $161.9M
Credit Suisse AG/ 0.15% Add +8.2% 618,607 $160.7M
Robeco Schweiz AG 2.72% Reduce -14.5% 600,000 $155.9M
PNC Financial Services Group, Inc. 0.11% Reduce -2.5% 595,187 $154.6M
Corient Private Wealth LP 0.27% Reduce -6.3% 575,143 $149.4M
DekaBank Deutsche Girozentrale 0.26% Reduce -16.7% 552,581 $142.1M
Neuberger Berman Group LLC 0.12% Reduce -19.5% 538,044 $139.8M
Electron Capital Partners, LLC 6.03% Reduce -4.6% 529,623 $137.6M
T. Rowe Price Associates Inc. 0.02% Reduce -3.3% 523,740 $136.1M
Citigroup Inc. 0.15% Add +41.3% 516,424 $134.2M
Great Lakes Advisors, LLC 1.07% Reduce -5.0% 486,483 $126.4M
Truist Financial Corp. 0.17% Add +2.5% 443,809 $115.3M
Swiss National Bank 0.08% Reduce -4.2% 435,135 $113.0M
Gilder Gagnon Howe & Co. LLC 1.40% Reduce -3.6% 431,702 $112.2M
Mirae Asset Global Investments Co., Ltd. 0.24% Reduce -13.2% 673,832 $112.0M
Victory Capital Management Inc. 0.11% Reduce -1.3% 425,488 $110.5M
HSBC Holdings PLC 0.08% Add +6.4% 421,043 $109.4M
Cookson Peirce & Co. Inc. 5.63% Reduce -1.8% 406,181 $105.5M
Sei Investments Co. 0.15% Add +18.4% 384,017 $99.8M
Stifel Financial Corp. 0.11% Reduce -3.3% 378,834 $98.4M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -1.3% 372,977 $96.9M
Amundi 0.04% Reduce -15.9% 393,020 $96.6M
Citadel Advisors 0.10% Add +49.0% 370,059 $96.1M
First Trust Advisors LP 0.09% Reduce -2.0% 351,654 $91.4M
Barclays PLC 0.04% Reduce -20.6% 344,064 $89.4M
Vontobel Holding Ltd. 0.69% Reduce -14.3% 330,513 $85.9M
Handelsbanken Fonder AB 0.37% Add +2.4% 328,657 $85.4M
Rhumbline Advisers 0.08% Reduce -0.4% 323,551 $84.1M
Baron Capital (BAMCO) 0.22% Reduce -7.1% 323,240 $84.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.57% Reduce -37.0% 316,725 $82.3M
Ami Asset Management Corp. 4.07% Add +0.8% 306,333 $79.6M
Qube Research & Technologies Ltd 0.14% Add +1562.7% 296,508 $77.0M
Fred Alger Management, LLC 0.38% Reduce -5.6% 293,413 $76.2M
Energy Income Partners, LLC 1.56% Reduce -29.0% 292,810 $76.1M
Joho Capital LLC 10.45% No change 290,143 $75.4M
Frontier Capital Management Co. LLC 0.66% Reduce -14.6% 273,457 $71.0M
Macquarie Group Ltd. 0.08% Reduce -6.6% 267,991 $69.6M
California Public Employees Retirement System 0.05% Reduce -3.5% 259,280 $67.4M
Bank of Montreal 0.02% Reduce -9.7% 257,592 $67.1M
Scout Investments, Inc. 1.62% Reduce -35.8% 254,342 $65.9M
Allspring Global Investments Holdings, LLC 0.10% Add +57.5% 252,249 $65.5M
Alyeska Investment Group, L.P. 0.39% Add +61.6% 238,955 $62.1M
Korea Investment CORP 0.15% Reduce -42.4% 234,529 $60.9M
California State Teachers Retirement System 0.08% Add +0.8% 233,140 $60.6M
Voya Investment Management LLC 0.07% Reduce -12.6% 222,723 $57.9M
Eagle Asset Management Inc. 0.29% Reduce -34.1% 222,498 $57.7M
Alliancebernstein L.P. 0.02% Reduce -10.4% 206,854 $53.7M
Principal Financial Group Inc. 0.03% Add +21.1% 205,993 $53.5M
Washington Trust Advisors, Inc. 4.83% Reduce -3.4% 202,836 $52.7M
Jennison Associates LLC 0.04% Reduce -24.9% 202,491 $52.6M
National Pension Service 0.06% Add +0.1% 199,300 $51.8M
Coatue Management 0.20% New 194,386 $50.5M
Stack Financial Management, Inc 4.57% Add +0.3% 191,544 $49.8M
Raymond James & Associates 0.03% Add +1.8% 190,790 $49.6M
Wells Fargo & Company 0.01% Add +8.6% 189,861 $49.3M
BNP Paribas Financial Markets 0.06% Add +10.5% 185,157 $48.1M
Allianz Asset Management GmbH 0.08% Reduce -0.9% 183,864 $47.8M
Balyasny Asset Management L.P. 0.12% Add +715.9% 176,635 $45.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +17.3% 171,663 $44.6M
Alpha Cubed Investments, LLC 2.27% Add +20.5% 167,109 $43.4M
Trust Point Inc. 3.35% Add +26.3% 164,342 $42.7M
Neville Rodie & Shaw Inc. 3.22% Reduce -1.9% 162,500 $42.2M
Assenagon Asset Management S.A. 0.11% Add +2682.9% 161,940 $42.1M
Lord, Abbett & Co. LLC 0.14% Add +444.2% 161,216 $41.9M
Robeco Institutional Asset Management B.V. 0.09% Reduce -2.7% 154,896 $40.2M
Nomura Asset Management Co. Ltd. 0.15% Add +5.1% 154,496 $40.1M
Norris Perne & French LLP 2.88% Reduce -1.3% 153,844 $40.0M
Envestnet Asset Management Inc. 0.01% Add +3.9% 148,226 $38.5M
New York State Teachers Retirement System 0.08% Reduce -3.3% 147,563 $38.3M
Wellington Management Group LLP 0.01% Add +25.2% 146,460 $38.1M
Segall Bryant & Hamill, LLC 0.71% Reduce -20.8% 146,381 $38.0M
Oppenheimer & Co. Inc. 0.60% Reduce -5.0% 139,844 $36.3M
Braun Stacey Associates Inc. 1.41% Reduce -4.3% 137,191 $35.6M
Adage Capital Partners Gp, L.L.C. 0.07% Add +1.0% 136,634 $35.5M
Cannell & Spears LLC 0.72% New 134,370 $34.9M
Visionary Wealth Advisors 2.36% Reduce -14.1% 134,343 $34.9M
LPL Financial LLC 0.02% Reduce -24.3% 133,971 $34.8M
Prudential Financial Inc. 0.05% Reduce -0.9% 132,017 $34.3M
Janney Montgomery Scott LLC 0.10% Add +11.4% 131,422 $34.1M
Chilton Capital Management LLC 1.58% Reduce -0.2% 128,417 $33.4M
Ceredex Value Advisors LLC 0.58% Reduce -13.8% 126,700 $32.9M
Williams Jones Wealth Management, LLC. 0.41% Add +0.7% 123,848 $32.2M
New York State Common Retirement Fund 0.04% Reduce -15.2% 120,000 $31.2M
Adell Harriman & Carpenter Inc. 2.53% Add +1.0% 118,153 $30.7M
TD Asset Management Inc 0.03% Reduce -1.8% 113,451 $29.5M
Reaves W H & Co. Inc. 1.06% New 112,159 $29.1M
Foster Dykema Cabot & Partners, LLC 2.70% Add +3.2% 111,476 $29.0M
Worldquant Millennium Advisors LLC 0.35% New 109,612 $28.5M
Scopus Asset Management, L.P. 0.93% Reduce -33.2% 109,576 $28.5M
Applied Finance Capital Management, LLC 1.97% Add +13.7% 107,958 $28.0M
Crestwood Advisors Group, LLC 0.60% Reduce -1.0% 106,129 $27.6M
Danske Bank A/S 0.09% — 105,583 $27.4M
State Board of Administration of Florida Retirement System 0.06% Reduce -3.4% 163,377 $27.2M
Bruni J V & Co. 3.22% Reduce -18.0% 104,523 $27.2M
Trillium Asset Management, LLC 0.69% Reduce -12.5% 104,068 $27.0M
Millennium Management 0.02% Add +77.1% 102,156 $26.5M
DigitalBridge Group, Inc. 2.42% New 101,220 $26.3M
Aberdeen Group plc 0.05% Add +1.6% 101,201 $26.3M
Encompass Capital Advisors LLC 1.41% Reduce -49.8% 100,000 $26.0M
Public Employees Retirement Association of Colorado 0.11% Reduce -77.4% 238,860 $26.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -18.7% 97,749 $25.4M
McRae Capital Management Inc. 5.37% Reduce -5.2% 94,308 $24.5M
Avalon Trust Co 1.99% Reduce -0.3% 93,569 $24.3M
CANADA LIFE ASSURANCE Co 0.05% Reduce -7.4% 93,416 $24.3M
STRS Ohio 0.09% Add +1014.4% 91,590 $23.8M
Storebrand Asset Management As 0.08% Reduce -22.5% 90,517 $23.5M
Natixis Advisors, LLC 0.05% Add +1.9% 90,148 $23.4M
Toronto Dominion Bank 0.04% Add +31.8% 89,871 $23.3M
Cibc World Market Inc. 0.06% Add +3.0% 88,406 $23.0M
Wilson Asset Management (international) PTY Ltd. 5.83% Reduce -16.3% 86,865 $22.6M
Erste Asset Management GmbH 0.31% Add +19.2% 86,873 $22.6M
Driehaus Capital Management LLC 0.22% Add +79.5% 84,305 $21.9M
State of New Jersey Common Pension Fund D 0.06% No change 81,014 $21.0M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.9% 80,677 $21.0M
FineMark National Bank & Trust 0.77% Add +2.1% 79,552 $20.7M
South Street Advisors LLC 3.27% Reduce -2.6% 78,918 $20.5M
Asset Management One Co., Ltd. 0.08% Reduce -6.8% 78,894 $20.5M
AXA S.A. 0.06% Add +6530.1% 78,699 $20.4M
Spire Wealth Management 0.37% Reduce -13.9% 29,549 $20.4M
Candriam S.C.A. 0.13% Add +13.6% 78,448 $20.4M
Moran Wealth Management, LLC 0.65% Reduce -0.8% 77,749 $20.2M
State of Wisconsin Investment Board 0.05% Reduce -3.2% 77,648 $20.2M
Pictet Asset Management Holding SA 0.02% Reduce -2.9% 77,627 $20.2M
RPG Investment Advisory, LLC 2.98% Reduce -11.9% 76,451 $19.9M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -21.4% 76,024 $19.8M
ING Groep NV 0.13% Add +53.2% 74,908 $19.5M
Holocene Advisors, LP 0.07% Add +3814.3% 74,529 $19.4M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -6.2% 73,934 $19.2M
Navellier & Associates Inc. 2.32% Reduce -0.3% 72,586 $18.9M
Picton Mahoney Asset Management 0.78% Add +2.0% 71,492 $18.6M
Public Employees Retirement System of Ohio 0.07% Reduce -9.7% 69,736 $18.1M
State of Tennessee, Department of Treasury 0.07% Add +124.8% 69,449 $18.0M
TD Waterhouse Canada Inc. 0.13% New 64,340 $17.4M
Russell Investments Group, Ltd. 0.03% Add +4.4% 66,231 $17.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Reduce -43.9% 65,701 $17.1M
D.A. Davidson & Co. 0.15% Reduce -1.4% 65,624 $17.0M
Advisory Services Network, LLC 0.38% Reduce -6.9% 65,108 $16.9M
Calamos Advisors LLC 0.12% Add +1567.3% 65,059 $16.9M
Baird Financial Group, Inc. 0.04% Add +5.8% 64,366 $16.7M
Treasurer of the State of North Carolina 0.07% Add +0.7% 64,225 $16.7M
LMCG Investments, LLC 0.98% Reduce -1.1% 64,169 $16.7M
Connors Investor Services Inc. 1.72% Add +6.5% 62,702 $16.3M
Capital Planning LLC 5.29% No change 62,475 $16.2M
Zweig-DiMenna Associates LLC 1.43% Reduce -4.6% 62,006 $16.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% Add +14.7% 61,739 $16.0M
Royal London Asset Management Ltd. 0.04% Reduce -2.4% 61,055 $15.9M
Ensign Peak Advisors, Inc 0.03% Add +4.5% 60,583 $15.7M
Guyasuta Investment Advisors Inc. 1.11% Reduce -0.3% 71,187 $15.4M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -14.3% 58,700 $15.3M
Verition Fund Management LLC 0.16% Add +2965.9% 57,577 $15.0M
Daiwa Securities Group Inc. 0.09% Reduce -6.6% 57,458 $14.9M
National Bank of Canada 0.03% Reduce -33.6% 54,340 $14.7M
Wharton Business Group, LLC 0.70% Reduce -1.0% 55,764 $14.5M
VeriStar Capital Management LP 7.60% Add +3.0% 55,720 $14.5M
Fullerton Fund Management Co Ltd. 0.68% Add +61.0% 55,160 $14.3M
Bank of Nova Scotia 0.03% Add +0.1% 55,056 $14.3M
WASHINGTON TRUST Co 0.52% Add +6.8% 54,710 $14.2M
Pinebridge Investments, L.P. 0.11% Add +11.2% 53,814 $14.0M
UMB Bank, n.a. 0.22% Reduce -1.9% 53,327 $13.9M
Aviva PLC 0.05% Reduce -59.2% 51,699 $13.4M
Commonwealth Equity Services, LLC 0.02% Add +4.2% 51,469 $13.4M
Maplelane Capital, LLC 0.90% New 51,000 $13.2M
Gradient Investments LLC 0.31% Reduce -4.8% 50,988 $13.2M
SG Americas Securities, LLC 0.07% Add +76.5% 50,477 $13.1M
W1M Investment Management Ltd 0.27% No change 50,080 $13.0M
Resona Asset Management Co.,Ltd. 0.08% — 49,120 $12.8M
Caisse de depot et placement du Quebec 0.03% New 48,100 $12.5M
Atika Capital Management LLC 1.37% Reduce -42.0% 47,000 $12.2M
DNB Asset Management AS 0.06% Add +4.3% 46,783 $12.2M
Credit Agricole S A 0.21% Add +36.1% 49,285 $12.1M
Pinnacle Financial Partners Inc 0.26% Add +3.5% 46,083 $12.0M
Cerity Partners LLC 0.03% Add +723.5% 45,328 $11.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.13% Add +5.6% 45,150 $11.7M
Squarepoint Ops LLC 0.05% Add +292.9% 44,434 $11.5M
Los Angeles Capital Management LLC 0.04% Add +3912.3% 44,296 $11.5M
Cowen and Company, LLC 0.45% New 44,037 $11.4M
Brown Advisory Inc. 0.02% Add +0.4% 43,969 $11.4M
Westend Capital Management, LLC 4.32% — 42,888 $11.1M
Advisors Asset Management, Inc. 0.21% Reduce -0.7% 42,658 $11.1M
Nisa Investment Advisors, LLC 0.07% Reduce -6.6% 42,391 $11.0M
Man Group plc 0.03% Reduce -4.2% 41,343 $10.7M
Townsquare Capital LLC 0.16% Add +911.0% 41,291 $10.7M
Patton Albertson Miller Group, LLC 1.56% Add +2.4% 40,050 $10.4M
Wealth High Governance Capital Ltda 2.32% New 40,000 $10.4M
Arizona State Retirement System 0.07% Add +0.1% 39,960 $10.4M
State of Michigan Retirement System 0.06% Add +0.3% 39,848 $10.4M
American International Group, Inc. 0.04% Reduce -0.8% 39,276 $10.2M
Cetera Investment Advisers 0.02% Add +115.0% 39,274 $10.2M
Glenmede Trust Co. NA 0.05% Reduce -5.8% 38,992 $10.1M
Caprock Group, LLC 0.58% Add +22.5% 38,795 $10.1M
Bourgeon Capital Management LLC 1.96% Add +103.3% 38,490 $10.0M
Bourne Lent Asset Management Inc. 4.03% No change 38,470 $10.0M
Mengis Capital Management, Inc. 1.55% Add +2.3% 38,455 $10.0M
AQR Capital Management 0.02% Add +9.3% 38,139 $9.9M
Catalyst Capital Advisors LLC 0.24% Reduce -1.9% 38,050 $9.9M
Chicago Capital, LLC 0.30% Add +18.5% 37,524 $9.7M
Engle Capital Management, L.P. 2.69% New 37,100 $9.6M
Comerica Bank 0.04% Reduce -1.0% 36,921 $9.6M
NorthCrest Asset Manangement, LLC 0.32% Reduce -3.5% 36,633 $9.5M
Kayne Anderson Capital Advisors LP 0.26% New 35,650 $9.3M
MetLife Investment Management, LLC 0.06% Reduce -3.4% 35,548 $9.2M
Dana Investment Advisors, Inc. 0.31% Add +454.7% 35,366 $9.2M
Wealth Enhancement Advisory Services, LLC 0.02% Add +11.7% 34,881 $9.1M
Intrust Bank NA 0.97% Reduce -4.7% 34,717 $9.0M
Citizens Business Bank 1.87% Reduce -1.5% 34,605 $9.0M
Penobscot Investment Management Company, Inc. 0.95% Add +8.7% 34,594 $9.0M
Kingdon Capital Management, L.L.C. 1.19% Add +7.4% 34,588 $9.0M
Gotham Asset Management 0.14% Add +246.1% 34,521 $9.0M
Sentinel Trust Co. Lba 1.14% Add +51.4% 34,063 $8.8M
Next Century Growth Investors LLC 0.77% Add +3.1% 34,004 $8.8M
Silvant Capital Management LLC 0.42% No change 33,480 $8.7M
Allen Investment Management, LLC 0.11% Add +1418.0% 33,396 $8.7M
Boothbay Fund Management, LLC 0.27% Add +247.2% 32,752 $8.5M
LSV Asset Management 0.02% No change 32,700 $8.5M
Formuepleje A/S 0.48% Reduce -38.9% 32,355 $8.4M
Retirement Systems of Alabama 0.03% Add +0.1% 32,067 $8.3M
Forvis Mazars Wealth Advisors, LLC 0.21% Reduce -2.4% 32,002 $8.3M
Arosa Capital Management LP 5.64% Reduce -22.2% 31,900 $8.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +0.3% 31,894 $8.3M
Camden National Bank 1.46% Reduce -2.3% 31,845 $8.3M
Jane Street Group, LLC 0.01% Reduce -26.0% 31,824 $8.3M
Freemont Management S.A. 1.25% Reduce -23.7% 31,300 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -69.1% 31,281 $8.1M
Pathstone Holdings, LLC 0.04% Add +53.5% 31,207 $8.1M
Zimmer Partners, LP 0.18% New 31,070 $8.1M
Osaic Holdings, Inc. 0.02% Reduce -52.3% 31,064 $8.1M
Schonfeld Strategic Advisors LLC 0.06% Add +63.7% 30,988 $8.1M
Amalgamated Bank 0.07% Reduce -19.4% 30,388 $7.9M
Forsta Ap-Fonden 0.07% Add +9.8% 30,100 $7.8M
Texas Permanent School Fund Corp. 0.06% Add +0.1% 30,039 $7.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -2.3% 29,592 $7.7M
Janney Capital Management LLC 0.50% Reduce -2.0% 28,828 $7.5M
Citizens Financial Group Inc. 0.25% Add +2786.5% 28,692 $7.5M
AMJ Financial Wealth Management 2.48% Reduce -1.9% 28,619 $7.4M
Reliant Investment Management, LLC 3.46% Add +0.4% 28,404 $7.4M
IFM Investors Pty Ltd 0.08% Reduce -1.7% 28,331 $7.4M
Carderock Capital Management Inc. 2.01% Reduce -19.9% 27,649 $7.2M
Ziegler Capital Management, LLC 0.27% Reduce -2.2% 27,641 $7.2M
Achmea Investment Management B.V. 0.14% No change 27,579 $7.2M
Scotia Capital Inc. 0.04% Reduce -6.0% 27,545 $7.2M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -5.0% 27,495 $7.1M
Palisade Capital Management, LP 0.21% Add +5.8% 27,466 $7.1M
Monarch Capital Management Inc. 2.01% Reduce -2.4% 27,367 $7.1M
O'shaughnessy Asset Management, LLC 0.08% Add +7.0% 27,301 $7.1M
Settian Capital LP 5.20% No change 27,000 $7.0M
Coronation Fund Managers Ltd. 0.19% Add +17.6% 26,999 $7.0M
WMS Partners, LLC 0.48% Reduce -2.4% 26,892 $7.0M
BNP Paribas 0.32% — 26,527 $6.9M
Stratos Wealth Partners, LTD. 0.11% Add +2.5% 26,324 $6.8M
Covenant Asset Management, LLC 1.66% Reduce -0.3% 26,286 $6.8M
Transform Wealth, LLC 0.64% Add +13.0% 26,123 $6.8M
Railway Pension Investments Ltd 0.07% No change 25,900 $6.7M
Rockefeller Capital Management L.P. 0.02% Add +61.1% 25,679 $6.7M
American Century Companies Inc. 0.00% Add +16.1% 25,571 $6.6M
Czech National Bank 0.09% Add +0.5% 25,563 $6.6M
Degroof Petercam Asset Management 0.08% Add +0.8% 25,500 $6.6M
L & S Advisors Inc 0.84% Add +89.5% 25,387 $6.6M
First National Bank of Omaha 0.44% Reduce -43.7% 25,429 $6.5M
Meiji Yasuda Asset Management Co Ltd. 0.27% Reduce -0.6% 24,855 $6.5M
Princeton Global Asset Management LLC 1.53% Add +1.7% 24,836 $6.5M
Raab & Moskowitz Asset Management LLC 1.80% Add +0.6% 24,796 $6.4M
Utah Retirement Systems 0.08% Reduce -0.4% 24,786 $6.4M
Ethic Inc. 0.16% Reduce -3.1% 24,672 $6.4M
Mariner, LLC 0.01% Add +4.1% 24,543 $6.4M
Walleye Capital LLC 0.08% New 24,524 $6.4M
Elevatus Welath Management 2.51% Add +7.0% 24,513 $6.4M
Banco Santander, S.A. 0.08% New 24,230 $6.3M
Munro Partners 0.22% Add +30.1% 24,107 $6.3M
Candelo Capital Management LP 4.59% Add +67.3% 24,099 $6.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -13.8% 23,852 $6.2M
Mutual of America Capital Management LLC 0.07% Reduce -17.3% 23,850 $6.2M
Princeton Capital Management LLC 2.23% Reduce -1.3% 23,779 $6.2M
Wesbanco Bank Inc. 0.23% Add +923.3% 23,218 $6.0M
Blair William & Co. 0.02% Add +3.0% 23,091 $6.0M
Dakota Wealth Management 0.15% Reduce -57.6% 22,873 $5.9M
Xponance LLC 0.06% Add +2.8% 22,691 $5.9M
State of Alaska, Department of Revenue 0.07% Reduce -8.6% 22,302 $5.8M
New York Life Investment Management LLC 0.06% Reduce -3.6% 22,005 $5.7M
Tocqueville Asset Management L.P. 0.09% Add +388.1% 21,965 $5.7M
MML Investors Services, LLC 0.02% Add +2.4% 21,602 $5.6M
Avitas Wealth Management LLC 0.84% Reduce -0.5% 21,401 $5.6M
Janus Henderson Group PLC 0.00% Add +1.0% 21,065 $5.5M
Marshall Wace, LLP 0.01% Reduce -83.2% 20,938 $5.4M
CIBC Asset Management Inc 0.02% Add +3.1% 20,508 $5.3M
Bremer Bank National Association 0.98% Add +7.4% 20,418 $5.3M
Chase Investment Counsel Corp. 1.97% Reduce -0.9% 20,383 $5.3M
Sycomore Asset Management 1.15% Reduce -6.4% 21,825 $5.3M
Chelsea Counsel Co. 2.99% Reduce -1.8% 20,273 $5.3M
Fiduciary Alliance LLC 0.92% Reduce -15.0% 20,127 $5.2M
Dorsey Wright & Associates 1.36% Reduce -2.9% 20,025 $5.2M
Yousif Capital Management, LLC 0.06% Reduce -2.4% 19,822 $5.1M
Fragasso Financial Advisors Inc 0.43% Reduce -2.1% 19,770 $5.1M
Burney Co./ 0.19% Reduce -3.0% 19,630 $5.1M
Peddock Capital Advisors, LLC 1.33% Add +0.9% 19,570 $5.1M
Wells Trecaso Financial Group, LLC 1.76% Reduce -28.0% 19,129 $5.0M
Creative Planning 0.01% Add +6.5% 19,006 $4.9M
Garrison Bradford & Associates Inc. 5.01% Add +6.5% 18,708 $4.9M
Wellington Shields Capital Management, LLC 0.91% Add +0.3% 18,599 $4.8M
Trivium Point Advisory, LLC 1.04% Add +5.4% 18,532 $4.8M
ProShare Advisors LLC 0.01% Reduce -10.8% 18,510 $4.8M
Daiichi Life Insurance Co., Ltd. 0.11% Reduce -24.4% 18,273 $4.7M
Susquehanna Fundamental Investments, LLC 0.22% New 18,186 $4.7M
Strong Tower Advisory Services 1.89% Reduce -0.4% 18,125 $4.7M
Caption Management, LLC 0.52% New 18,000 $4.7M
EFG Asset Management (North America) Corp. 0.80% Reduce -2.5% 17,952 $4.7M
Anderson Hoagland & Co. 0.52% Add +0.5% 18,223 $4.6M
Segment Wealth Management, LLC 0.35% Add +9.3% 17,702 $4.6M
Atria Wealth Solutions, Inc. 0.05% Add +5.3% 17,671 $4.6M
Wealthfront Advisers LLC 0.02% Reduce -1.8% 17,589 $4.6M
Focus Partners Wealth 0.04% Add +30.1% 17,533 $4.6M
Wunderlich Capital Managemnt 2.04% Reduce -39.6% 17,432 $4.5M
Benson Investment Management Company, Inc. 1.88% Reduce -13.1% 17,024 $4.4M
Hollow Brook Wealth Management LLC 1.63% Add +9.6% 16,920 $4.4M
Cozad Asset Management Inc. 0.45% Reduce -4.9% 16,725 $4.3M
Mirova 0.76% Reduce -14.7% 16,600 $4.3M
Park Avenue Securities LLC 0.06% Add +18.5% 16,562 $4.3M
Nissay Asset Management Corp. /Japan 0.03% Add +1.8% 16,540 $4.3M
Paradiem, LLC 1.05% Add +0.5% 16,420 $4.3M
Malaga Cove Capital, LLC 1.73% Reduce -0.2% 16,316 $4.2M
Polar Asset Management Partners Inc. 0.15% Add +16.4% 16,300 $4.2M
Advanced Asset Management Advisors Inc 1.03% No change 16,100 $4.2M
Tredje AP-fonden 0.04% Reduce -12.5% 16,019 $4.2M
Parallel Advisors, LLC 0.11% Add +9.4% 15,951 $4.1M
Fulton Bank, N.A. 0.17% Reduce -0.1% 15,908 $4.1M
Abn Amro Investment Solutions 0.07% Add +3.0% 15,552 $4.0M
Saranac Partners Ltd 2.47% Reduce -21.1% 15,542 $4.0M
Global Retirement Partners, LLC 0.15% Add +3.5% 15,532 $4.0M
Signet Financial Management, LLC 0.55% Reduce -15.7% 15,508 $4.0M
Marco Investment Management LLC 0.37% Reduce -3.8% 15,263 $4.0M
Azzad Asset Management Inc. 0.46% Reduce -1.1% 15,167 $3.9M
Aristotle Atlantic Partners, LLC 0.13% Reduce -5.8% 14,954 $3.9M
Sandy Spring Bank 0.18% Reduce -6.2% 14,806 $3.8M
EPG Wealth Management LLC 0.94% Add +4.3% 14,771 $3.8M
New England Research & Management, Inc. 1.87% Add +19.1% 14,631 $3.8M
Pettee Investors, Inc. 1.60% No change 14,592 $3.8M
Cibc World Markets Corp. 0.02% Reduce -22.2% 14,552 $3.8M
Banque Pictet & Cie SA 0.04% Add +21.9% 14,450 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +11.4% 14,178 $3.7M
Sarasin & Partners LLP 0.04% Reduce -21.9% 14,111 $3.7M
Cresset Asset Management, LLC 0.02% Reduce -1.7% 13,735 $3.6M
Westwood Holdings Group Inc. 0.03% New 13,671 $3.6M
US Bancorp \de 0.00% Add +2.0% 13,603 $3.5M
Orion Porfolio Solutions, LLC 0.04% Add +0.8% 13,564 $3.5M
Orion Portfolio Solutions, LLC 0.04% Add +0.8% 13,564 $3.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +15.0% 13,420 $3.5M
Stephens Inc. 0.05% Add +8.7% 13,357 $3.5M
Ameritas Investment Partners, Inc. 0.12% Reduce -10.7% 13,261 $3.4M
Elo Mutual Pension Insurance Co 0.08% Add +4.3% 13,240 $3.4M
Pallas Capital Advisors LLC 0.14% Add +15.1% 12,956 $3.4M
Canada Pension Plan Investment Board 0.00% Add +127550.0% 12,765 $3.3M
Terra Nova Asset Management LLC 2.63% Reduce -0.3% 12,695 $3.3M
Brookstone Capital Management 0.06% Add +13.4% 12,672 $3.3M
Mackenzie Financial Corp. 0.00% Add +3.2% 12,558 $3.3M
Meyer Handelman Co. 0.11% Reduce -5.7% 12,500 $3.2M
CI Investments Inc. 0.01% Reduce -96.0% 12,480 $3.2M
Kestra Advisory Services, LLC 0.02% Add +23.4% 12,447 $3.2M
Oregon Public Employees Retirement Fund 0.06% Add +9.6% 12,429 $3.2M
Daymark Wealth Partners, LLC 0.17% Reduce -0.3% 12,340 $3.2M
Lionsbridge Wealth Management LLC 2.45% Reduce -0.1% 12,178 $3.2M
Rafferty Asset Management, LLC 0.01% Reduce -0.9% 12,078 $3.1M
Tidal Investments LLC 0.05% Add +20.4% 12,072 $3.1M
M&T Bank Corp 0.01% Reduce -0.1% 12,055 $3.1M
Mediolanum International Funds Ltd 0.05% — 12,016 $3.1M
Great Lakes Retirement, Inc. 0.46% Add +1.1% 11,996 $3.1M
Gulf International Bank (UK) Ltd 0.08% Add +0.7% 11,994 $3.1M
Bradley Foster & Sargent Inc. 0.06% Add +22.8% 11,973 $3.1M
Clearstead Advisors, LLC 0.15% Reduce -0.0% 11,717 $3.1M
Knights of Columbus Asset Advisors LLC 0.22% Add +0.6% 11,948 $3.1M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -4.9% 11,841 $3.1M
Illinois Municipal Retirement Fund 0.05% No change 11,773 $3.1M
Hantz Financial Services, Inc. 0.06% Reduce -25.5% 11,692 $3.0M
Prescott Group Capital Management, L.L.C. 0.49% No change 11,685 $3.0M
Meridian Management Co. 0.82% Reduce -3.4% 11,603 $3.0M
Point72 Europe (London) LLP 0.28% New 11,600 $3.0M
KBC Group NV 0.01% Add +9.8% 11,547 $3.0M
Pacer Advisors, Inc. 0.01% Reduce -13.0% 11,276 $2.9M
D. E. Shaw & Co. 0.00% New 11,207 $2.9M
Twin Capital Management Inc. 0.36% Reduce -4.9% 11,147 $2.9M
Jacobi Capital Management LLC 0.27% Reduce -0.6% 11,088 $2.9M
Kentucky Retirement Systems 0.09% Reduce -5.1% 11,033 $2.9M
First Business Financial Services, Inc. 0.31% Add +0.5% 10,968 $2.8M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -20.4% 10,964 $2.8M
Cadence Bank 0.21% Reduce -7.3% 10,871 $2.8M
Hennion & Walsh Asset Management, Inc. 0.15% Add +44.4% 10,848 $2.8M
Ascent Group, LLC 0.25% Add +5.3% 10,828 $2.8M
Newman Dignan & Sheerar, Inc. 0.75% Reduce -9.5% 10,766 $2.8M
Chicago Partners Investment Group LLC 0.12% Add +0.1% 11,041 $2.8M
AlphaStar Capital Management, LLC 0.28% Add +16.0% 10,614 $2.8M
Maryland State Retirement & Pension System 0.05% Add +2.8% 11,280 $2.7M
NorthCoast Asset Management LLC 0.03% Reduce -5.7% 10,425 $2.7M
Quantinno Capital Management LP 0.06% Add +7.2% 10,356 $2.7M
Concentric Capital Strategies, LP 0.17% Add +217.6% 10,335 $2.7M
Otter Creek Advisors, LLC 1.89% Reduce -50.1% 10,334 $2.7M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.04% Add +1.5% 10,632 $2.6M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.22% Add +233.3% 10,000 $2.6M
Ieq Capital, LLC 0.04% Add +17.1% 9,962 $2.6M
Symmetry Partners, LLC 0.20% Reduce -0.1% 9,926 $2.6M
Burr Financial Services, LLC 1.99% Reduce -2.1% 9,571 $2.6M
Osborne Partners Capital Management, LLC 0.16% Reduce -4.8% 9,802 $2.5M
Ingalls & Snyder LLC 0.11% No change 9,714 $2.5M
Leavell Investment Management, Inc. 0.15% Reduce -1.9% 9,679 $2.5M
Clark Capital Management Group, Inc. 0.02% Add +6.6% 9,530 $2.5M
Hartford Investment Management Co. 0.09% Reduce -4.0% 9,412 $2.4M
Lanark Financial, Inc. 0.23% Add +4740.2% 9,390 $2.4M
CenterBook Partners LP 0.17% New 9,346 $2.4M
Bank Ozk 1.08% Add +3.4% 9,305 $2.4M
PGGM Investments 0.03% No change 9,196 $2.4M
Groupama Asset Managment 0.04% Reduce -49.7% 9,188 $2.4M
Jump Financial, LLC 0.07% Reduce -56.8% 9,173 $2.4M
DAVENPORT & Co LLC 0.01% Add +2.9% 9,042 $2.3M
Cantor Fitzgerald Investment Advisors L.P. 0.17% Reduce -3.8% 9,042 $2.3M
Pinnbrook Capital Management LP 0.41% New 9,041 $2.3M
QRG Capital Management, Inc. 0.03% Add +7.0% 8,989 $2.3M
Cunning Capital Partners, LP 1.28% No change 8,890 $2.3M
Alphinity Investment Management Pty Ltd 0.02% Add +16.4% 8,871 $2.3M
SFE Investment Counsel 0.52% Reduce -3.5% 8,785 $2.3M
Intech Investment Management LLC 0.03% Reduce -0.4% 8,750 $2.3M
Meiji Yasuda Life Insurance Co 0.05% Reduce -11.9% 8,734 $2.3M
CIBC Private Wealth Group LLC 0.00% Add +188.4% 8,702 $2.3M
Private Advisor Group, LLC 0.02% Add +3.4% 8,589 $2.2M
Securian Asset Management, Inc. 0.07% Reduce -6.4% 8,565 $2.2M
Louisiana State Employees Retirement System 0.04% Reduce -3.4% 8,500 $2.2M
Millington Financial Advisors, LLC 1.56% Add +3.3% 8,433 $2.2M
Atlas Capital Advisors Inc. 0.34% No change 8,429 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.6% 8,225 $2.1M
Atlantic Edge Private Wealth Management, LLC 0.73% Add +5.4% 8,144 $2.1M
NewEdge Advisors, LLC 0.02% Reduce -38.0% 8,092 $2.1M
Avior Wealth Management, LLC 0.10% Add +478.1% 7,978 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.5% 7,956 $2.1M
Kingsview Wealth Management, LLC 0.05% Add +8.3% 7,923 $2.1M
Kovack Advisors, Inc. 0.25% Add +2.9% 7,905 $2.1M
First National Advisers, LLC 0.45% Add +120.0% 8,301 $2.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -7.2% 7,753 $2.0M
Beaconlight Capital, LLC 0.89% Reduce -12.3% 7,676 $2.0M
Teza Capital Management LLC 0.26% Add +151.2% 7,665 $2.0M
Childress Capital Advisors, LLC 0.58% Add +0.1% 7,620 $2.0M
TrinityPoint Wealth, LLC 0.32% Add +1.0% 7,559 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -0.8% 7,492 $1.9M
Peregrine Asset Advisers, Inc. 0.77% Add +18.4% 7,400 $1.9M
New Mexico Educational Retirement Board 0.07% Reduce -2.7% 7,332 $1.9M
Bragg Financial Advisors, Inc 0.08% No change 7,280 $1.9M
Southeast Asset Advisors, LLC 0.22% Add +253.9% 7,185 $1.9M
Twin Tree Management, LP 0.04% Add +95.3% 7,148 $1.9M
Keybank National Association 0.01% Reduce -29.5% 7,092 $1.8M
Abundance Wealth Counselors 0.42% Reduce -1.9% 7,015 $1.8M
Argus Investors' Counsel, Inc. 1.12% Reduce -0.3% 6,997 $1.8M
EP Wealth Advisors, LLC 0.02% Add +0.1% 6,955 $1.8M
Element Capital Management LLC 1.19% New 6,923 $1.8M
Independent Advisor Alliance 0.06% Reduce -4.0% 6,897 $1.8M
Radnor Capital Management, LLC 0.30% Reduce -14.8% 6,880 $1.8M
Lebenthal Global Advisors, LLC 0.39% Add +4.4% 6,804 $1.8M
Fiduciary Trust Co 0.03% Add +29.9% 6,739 $1.8M
Bleakley Financial Group, LLC 0.05% Add +2.5% 6,728 $1.7M
Simplicity Wealth,LLC 0.04% New 6,726 $1.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +20.7% 6,689 $1.7M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -8.3% 6,683 $1.7M
Cohen & Steers, Inc. 0.00% Add +10169.2% 6,675 $1.7M
Silverleafe Capital Partners, LLC 0.70% Reduce -43.2% 6,585 $1.7M
Danica Pension, Livsforsikringsaktieselskab 0.04% — 6,542 $1.7M
Archer Investment Corp 0.51% No change 6,500 $1.7M
Congress Asset Management Co. 0.01% Reduce -25.2% 6,494 $1.7M
PFG Advisors 0.12% Add +14.1% 6,394 $1.7M
HighPoint Advisor Group LLC 0.12% Add +0.1% 6,247 $1.7M
Harel Insurance Investments & Financial Services Ltd. 0.03% Reduce -14.9% 6,382 $1.7M
Westover Capital Advisors, LLC 0.48% Reduce -1.6% 6,372 $1.7M
Savant Capital, LLC 0.02% Add +1.8% 6,351 $1.7M
Saxon Interests, Inc. 0.78% Add +0.1% 6,273 $1.6M
Copperwynd Financial, LLC 0.58% Reduce -6.5% 6,212 $1.6M
Freedom Investment Management, Inc. 0.13% Reduce -8.4% 6,212 $1.6M
E. Ohman J:or Asset Management AB 0.04% Add +8.8% 6,200 $1.6M
Monument Capital Management 0.46% Reduce -0.7% 6,184 $1.6M
Castleark Management LLC 0.07% Add +14.3% 6,160 $1.6M
Financial Advocates Investment Management 0.09% Reduce -1.3% 6,129 $1.6M
Moody LYNN Lieberson & Walker, LLC 0.11% Add +0.1% 6,109 $1.6M
Aquila Investment Management LLC 1.33% No change 6,000 $1.6M
Jefferies Financial Group Inc. 0.03% New 6,000 $1.6M
Metis Global Partners, LLC 0.06% Reduce -9.1% 5,934 $1.5M
Frontier Asset Management, LLC 0.56% Add +0.1% 5,877 $1.5M
Creekmur Asset Management LLC 0.52% Reduce -16.4% 5,868 $1.5M
Angeles Wealth Management, LLC 0.15% Add +1.4% 5,868 $1.5M
Metropolitan Life Insurance Co 0.07% Reduce -0.9% 5,859 $1.5M
Hilltop National Bank 0.52% — 5,842 $1.5M
A. D. Beadell Investment Counsel, Inc. 1.32% No change 5,815 $1.5M
Chartwell Investment Partners, LLC 0.05% Reduce -9.4% 5,810 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -68.6% 5,791 $1.5M
UniSuper Management Pty Ltd 0.01% Add +300.7% 5,742 $1.5M
Marion Wealth Management 0.44% Add +0.2% 5,729 $1.5M
Apollon Wealth Management, LLC 0.05% Add +229.8% 5,703 $1.5M
Lazard Asset Management LLC 0.00% Add +71012.5% 5,689 $1.5M
NBT Bank, N.A. 0.11% Reduce -0.9% 5,668 $1.5M
Cinctive Capital Management LP 0.08% Reduce -62.5% 5,645 $1.5M
Vinva Investment Management Ltd 0.08% Add +10.0% 5,565 $1.4M
Register Financial Advisors LLC 0.75% No change 5,564 $1.4M
Captrust Financial Advisors 0.01% Reduce -50.4% 5,551 $1.4M
SpiderRock Advisors, LLC 0.05% — 5,783 $1.4M
U.S. Capital Wealth Advisors, LLC 0.05% Add +4.0% 5,393 $1.4M
MAI Capital Management 0.01% Reduce -4.5% 5,393 $1.4M
Ninepoint Partners LP 0.18% Reduce -46.4% 5,374 $1.4M
CFM Wealth Partners LLC 0.28% Reduce -7.5% 5,373 $1.4M
Anfield Capital Management, LLC 0.67% New 5,359 $1.4M
Synovus Financial Corp. 0.02% Add +13.1% 5,332 $1.4M
DB Fitzpatrick & Co, Inc 1.27% New 5,331 $1.4M
Whittier Trust Co. 0.02% No change 5,260 $1.4M
Bayesian Capital Management, LP 0.13% Add +129.2% 5,244 $1.4M
My Legacy Advisors, LLC 0.46% Add +7.3% 5,235 $1.4M
Handelsinvest Investeringsforvaltning 0.65% Reduce -14.9% 5,173 $1.3M
Empirical Finance, LLC 0.08% Add +3.5% 5,107 $1.3M
Exchange Traded Concepts, LLC 0.03% Add +541.0% 5,064 $1.3M
Paloma Partners Management Co 0.28% Reduce -14.7% 5,051 $1.3M
VestGen Investment Management 0.40% Reduce -8.4% 5,045 $1.3M
Norinchukin Bank, The 0.04% Reduce -1.4% 5,035 $1.3M
GYL Financial Synergies, LLC 0.10% Reduce -49.2% 5,026 $1.3M
Firsthand Capital Management, Inc. 2.12% No change 5,000 $1.3M
Forte Capital LLC 0.16% Reduce -2.8% 4,997 $1.3M
Connective Portfolio Management, LLC 2.28% New 4,995 $1.3M
Ostrum Asset Management 0.10% No change 4,969 $1.3M
Cwm, LLC 0.01% Add +1.6% 4,919 $1.3M
Commerce Bank 0.01% Add +8.6% 4,860 $1.3M
Assetmark, Inc. 0.00% Reduce -38.7% 4,855 $1.3M
Capital Management Associates 1.50% No change 4,850 $1.3M
Sherbrooke Park Advisers LLC 0.25% New 4,849 $1.3M
Resurgent Financial Advisors LLC 0.67% Add +1.9% 4,795 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.09% Reduce -7.4% 4,795 $1.2M
APG Asset Management N.V. 0.00% No change 5,170 $1.2M
Contravisory Investment Management, Inc. 0.28% Reduce -2.8% 4,778 $1.2M
J.W. Cole Advisors, Inc. 0.06% Add +3.5% 4,770 $1.2M
ARS Investment Partners, LLC 0.12% New 4,754 $1.2M
Gratus Wealth Advisors, LLC 0.23% Reduce -0.2% 5,012 $1.2M
Highview Capital Management LLC 0.55% Add +6.7% 4,738 $1.2M
Wedmont Private Capital 0.09% Add +1.0% 4,674 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 4,609 $1.2M
Alpha Financial Partners LLC 1.08% Add +0.0% 4,586 $1.2M
Swiss Life Asset Management Ltd 0.02% Reduce -58.8% 4,580 $1.2M
Schroder Investment Management Group 0.00% New 4,562 $1.2M
Fifth Third Bancorp 0.00% Add +6.1% 4,517 $1.2M
Petra Financial Advisors Inc. 0.85% Reduce -0.6% 4,485 $1.2M
TBH Global Asset Management, LLC 0.23% Reduce -0.6% 4,446 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.06% Reduce -10.0% 4,389 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -24.9% 4,353 $1.1M
Quadrature Capital Ltd 0.02% New 4,344 $1.1M
LBP Am SA 0.04% Add +94.8% 4,241 $1.1M
DRW Securities, LLC 0.06% New 4,240 $1.1M
Headlands Technologies LLC 0.26% New 4,231 $1.1M
Siemens Fonds Invest GmbH 0.08% Add +64.5% 4,160 $1.1M
Prudential PLC 0.01% Reduce -63.8% 4,148 $1.1M
Nations Financial Group Inc, /Ia/ 0.09% Reduce -16.9% 4,122 $1.1M
Mechanics Bank Trust Department 0.16% Add +63.1% 4,118 $1.1M
MorganRosel Wealth Management, LLC 0.38% Reduce -9.5% 4,107 $1.1M
Ritholtz Wealth Management 0.04% Reduce -0.0% 4,080 $1.1M
Choreo, LLC 0.03% Reduce -6.4% 4,049 $1.1M
KPP Advisory Services LLC 0.29% Add +23.9% 4,031 $1.0M
Nicola Wealth Management LTD. 0.10% New 4,000 $1.0M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -33.3% 4,000 $1.0M
Baker Tilly Wealth Management, LLC 0.19% Reduce -2.6% 3,989 $1.0M
Continuum Advisory, LLC 0.15% Add +9.4% 3,795 $1.0M
Old Port Advisors 0.31% Add +0.4% 3,940 $1.0M
Coldstream Capital Management Inc. 0.03% Reduce -5.2% 3,916 $1.0M
Harbour Investments, Inc. 0.04% Add +5.3% 3,910 $1.0M
Rakuten Investment Management, Inc. 0.01% Add +988.3% 3,907 $1.0M
Panagora Asset Management Inc. 0.01% No change 3,892 $1.0M
Virtus Advisers, LLC 0.54% Add +9.7% 3,874 $1.0M
Burns J W & Co. Inc. 0.14% No change 3,860 $1.0M
B. Riley Wealth Advisors, Inc. 0.03% Add +23.8% 5,344 $1.0M
Optimum Investment Advisors 0.46% Reduce -1.3% 3,836 $997K
Prudent Man Advisors, LLC 0.37% Reduce -4.9% 3,818 $992K
Central Pacific Bank - Trust Division 0.13% — 3,817 $990K
Caldwell Trust Co 0.12% Add +64.5% 3,801 $988K
Guggenheim Capital LLC 0.01% Add +7.2% 3,798 $987K
AlphaMark Advisors, LLC 0.35% Add +1.0% 3,783 $983K
Beacon Pointe Advisors, LLC 0.01% Add +93.7% 3,737 $971K
Tectonic Advisors LLC 0.07% Add +7.9% 3,727 $968K
Pinnacle Associates Ltd. 0.02% Add +0.7% 3,707 $963K
Teacher Retirement System of Texas 0.01% Reduce -44.7% 3,693 $959K
AlTi Global, Inc. 0.03% Add +2.3% 3,642 $946K
Calamos Wealth Management LLC 0.05% Reduce -11.7% 3,609 $938K
Am Investment Strategies LLC 0.24% No change 3,581 $930K
Vident Advisory, LLC 0.02% Reduce -6.0% 3,568 $927K
HCR Wealth Advisors 0.14% New 3,515 $913K
Aviso Wealth Management 0.58% Add +0.0% 3,512 $912K
Bokf, NA 0.02% Add +25.4% 3,505 $909K
Nvwm, LLC 0.25% Add +2.6% 3,486 $906K
Granahan Investment Management, LLC 0.03% New 3,424 $890K
Snowden Capital Advisors LLC 0.03% Add +145.5% 3,415 $887K
Corton Capital Inc. 0.32% Add +8.1% 3,387 $880K
CoreCap Advisors, LLC 0.05% No change 3,386 $880K
Boston Partners 0.00% Reduce -35.1% 3,370 $876K
Richardson Financial Services Inc. 0.62% Add +16.4% 3,364 $874K
Baker Avenue Asset Management, LP 0.03% Add +5.7% 3,343 $869K
Csenge Advisory Group 0.05% Add +24.1% 3,321 $863K
Forum Financial Management, LP 0.01% Reduce -0.5% 3,283 $853K
Everhart Financial Group, Inc. 0.25% Add +21.3% 3,280 $852K
Central Bank & Trust Co. 0.12% Add +0.7% 3,268 $849K
Bailard, Inc. 0.02% Reduce -1.3% 3,244 $843K
ExodusPoint Capital Management, LP 0.01% Reduce -25.6% 3,235 $840K
Ballentine Partners, LLC 0.02% Add +0.3% 3,230 $839K
Shell Asset Management Co. 0.04% Reduce -47.2% 3,280 $833K
Ameliora Wealth Management Ltd. 0.38% No change 3,203 $832K
Alberta Investment Management Corp 0.01% No change 3,200 $831K
Public Sector Pension Investment Board 0.01% Reduce -3.0% 3,198 $831K
Maxi Investments CY Ltd 0.22% New 3,182 $827K
Raymond James Trust N.A. 0.02% Reduce -21.8% 3,131 $813K
First Trust Direct Indexing L.P. 0.06% Add +31.5% 3,114 $809K
Natixis 0.00% Reduce -37.3% 3,107 $807K
180 Wealth Advisors, LLC 0.14% Add +15.6% 3,089 $803K
Greenleaf Trust 0.01% Reduce -36.5% 3,081 $800K
Stratos Wealth Advisors, LLC 0.05% Add +10.7% 3,078 $800K
FUKOKU MUTUAL LIFE INSURANCE Co 0.06% Reduce -9.7% 3,046 $791K
Johnson Financial Group, Inc. 0.04% No change 2,991 $777K
Merlin Capital, Inc 2.32% Add +2.6% 2,990 $777K
Lido Advisors, LLC 0.01% Add +3.1% 2,977 $773K
Vista Investment Partners LLC 0.26% Add +1.1% 2,964 $770K
NEOS Investment Management LLC 0.05% Add +44.0% 2,964 $770K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Reduce -3.3% 2,963 $770K
Integrated Wealth Concepts LLC 0.01% New 2,960 $769K
Choate Investment Advisors 0.02% Add +7.3% 2,899 $753K
Advisor Resource Council 0.32% Reduce -54.2% 3,486 $752K
Signaturefd, LLC 0.02% Add +1.0% 2,872 $746K
Brasada Capital Management, LP 0.13% No change 2,870 $746K
Sharkey, Howes & Javer 0.12% Reduce -7.9% 2,856 $742K
Heartland Bank & Trust Co 0.43% Reduce -0.6% 2,835 $737K
Oak Ridge Investments LLC 0.07% Reduce -11.4% 2,832 $736K
Harbor Capital Advisors, Inc. 0.10% Reduce -16.2% 2,820 $733K
Wahed Invest LLC 0.17% Add +14.4% 2,807 $729K
Sprott Inc. 0.05% Reduce -3.0% 2,785 $724K
Aptus Capital Advisors, LLC 0.02% New 2,774 $721K
WealthTrust Axiom LLC 0.23% Reduce -14.3% 2,772 $720K
Essex Investment Management Co. LLC 0.14% Reduce -50.6% 2,752 $715K
IFP Advisors, Inc 0.03% Reduce -3.0% 2,748 $714K
Meeder Asset Management Inc. 0.05% New 2,747 $714K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -0.3% 2,715 $705K
HB Wealth Management, LLC 0.01% Add +1.3% 2,695 $700K
Financial Partners Group, Inc 0.11% New 2,688 $698K
Numerai GP LLC 0.30% New 2,685 $698K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 2,671 $694K
Cascade Investment Group, Inc. 0.52% Add +4.6% 2,669 $693K
Prelude Capital Management, LLC 0.05% New 2,637 $685K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -14.4% 2,605 $677K
Fluent Financial, LLC 0.37% Reduce -10.2% 2,569 $667K
Cynosure Group, LLC 0.12% New 2,565 $666K
Tributary Capital Management, LLC 0.05% Reduce -31.6% 2,543 $661K
V-Square Quantitative Management LLC 0.09% No change 2,539 $660K
Cowa, LLC 0.39% Reduce -34.2% 2,528 $657K
Petix & Botte Co 0.16% Reduce -52.8% 2,522 $655K
TD Private Client Wealth LLC 0.02% Reduce -6.8% 2,519 $654K
Systematic Alpha Investments, LLC 0.03% No change 2,493 $648K
Busey Bank 0.02% Add +0.8% 2,455 $638K
Vestcor Inc 0.02% Reduce -18.2% 2,439 $634K
Kestra Private Wealth Services, LLC 0.01% Add +11.5% 2,432 $632K
Profund Advisors LLC 0.02% Add +28.4% 2,414 $627K
Avantax Advisory Services, Inc. 0.01% Reduce -54.5% 2,401 $624K
Saturna Capital Corp. 0.01% Reduce -17.6% 2,400 $624K
LMR Partners LLP 0.02% New 2,399 $623K
Fort Sheridan Advisors LLC 0.12% No change 2,381 $619K
Investment Management Corp of Ontario 0.02% Reduce -29.6% 2,380 $618K
Rathbones Group PLC 0.00% New 2,359 $613K
Smithfield Trust Co 0.03% Reduce -1.4% 2,365 $612K
Hancock Whitney Corp. 0.02% Reduce -0.2% 2,344 $609K
Realta Investment Advisors 0.13% Reduce -4.4% 2,339 $608K
Institute for Wealth Management, LLC. 0.08% Reduce -0.9% 2,311 $600K
Seelaus Asset Management LLC 0.61% Reduce -38.1% 2,308 $600K
AdvisorNet Financial, Inc 0.06% Add +13.4% 2,269 $589K
Buckingham Strategic Wealth, LLC 0.01% Add +7.1% 2,267 $589K
Flputnam Investment Management Co. 0.01% Add +3.1% 2,265 $588K
Pearl River Capital, LLC 0.09% New 2,240 $582K
Robertson Stephens Wealth Management, LLC 0.03% Add +55.7% 2,234 $580K
First Eagle Investment Management, LLC 0.00% Add +337.8% 2,233 $580K
Kintra Wealth, LLC 0.43% Reduce -4.7% 2,230 $579K
Thompson Davis & Co., Inc. 0.38% Add +24.3% 2,175 $565K
Glenview Trust Co 0.01% Reduce -2.6% 2,148 $558K
Wealth Alliance, LLC 0.07% Reduce -5.3% 2,144 $557K
YHB Investment Advisors, Inc. 0.05% No change 2,110 $548K
Federation des caisses Desjardins du Quebec 0.00% Add +9.1% 2,240 $547K
Rockland Trust Co. 0.03% No change 2,081 $541K
River Street Advisors LLC 0.36% No change 2,075 $539K
UNIVEST FINANCIAL Corp 0.15% Reduce -1.2% 2,050 $533K
RW Investment Management LLC 0.07% No change 2,050 $533K
NorthRock Partners, LLC 0.02% Add +7.4% 2,025 $526K
Trexquant Investment LP 0.01% New 2,014 $523K
Florida Trust Wealth Management Co 0.02% Add +8.1% 2,005 $521K
Huber Capital Management LLC 0.12% Reduce -48.8% 1,997 $519K
Horizon Investments, LLC 0.01% Reduce -0.6% 1,993 $518K
IHT Wealth Management, LLC 0.02% Reduce -4.5% 1,986 $516K
Sheaff Brock Investment Advisors, LLC 0.04% Reduce -10.7% 1,966 $511K
Davis Investment Partners, LLC 0.22% No change 2,000 $509K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +38940.0% 1,952 $507K
Thornburg Investment Management Inc. 0.01% Reduce -66.8% 1,878 $493K
Pitcairn Co. 0.03% Reduce -19.6% 1,885 $490K
Capstone Investment Advisors, LLC 0.02% New 1,862 $484K
Vantage Financial Partners, LLC 0.13% Add +0.1% 1,856 $482K
Carnegie Investment Counsel 0.01% Add +12.1% 1,850 $481K
Calydon Capital 0.09% Add +26.1% 1,838 $480K
Empowered Funds, LLC 0.01% Add +24.1% 1,835 $477K
Concurrent Investment Advisors, LLC 0.02% Add +12.6% 1,803 $468K
Cidel Asset Management Inc. 0.04% Reduce -2.1% 1,794 $466K
Van Eck Associates Corp. 0.00% Add +0.1% 1,777 $462K
KOM Wealth Management Group, LLC 0.45% Reduce -1.1% 1,777 $462K
Grey Street Capital, LLC 0.06% New 1,770 $460K
Allworth Financial LP 0.00% Add +4.4% 1,763 $458K
Fielder Capital Group LLC 0.20% Add +0.8% 1,760 $457K
Blackhawk Capital Partners, LLC 0.28% No change 1,756 $456K
Northwest & Ethical Investments L.P. 0.01% New 1,738 $452K
Quantum Private Wealth, LLC 0.17% Add +25.0% 1,730 $450K
Holderness Investments Co. 0.11% Add +2.4% 1,730 $449K
Abacus Planning Group, Inc. 0.09% No change 1,728 $449K
Keyes, Stange & Wooten Wealth Management, LLC 0.39% Reduce -14.5% 1,726 $448K
Hollencrest Capital Management 0.02% Add +5.6% 1,701 $442K
Leonteq Securities AG 0.06% Add +11.6% 1,700 $442K
Centaurus Financial, Inc. 0.03% Reduce -15.1% 1,685 $438K
Strategy Asset Managers LLC 0.09% Reduce -68.6% 1,677 $436K
Pinion Investment Advisors, LLC 0.22% Add +5.6% 1,657 $430K
Western Wealth Management, LLC 0.03% Add +0.6% 1,652 $429K
Brown Capital Management LLC 0.01% Reduce -3.0% 1,640 $426K
Tritonpoint Wealth, LLC 0.04% Reduce -37.2% 1,872 $423K
Sunbelt Securities, Inc. 0.05% Add +523.0% 1,626 $422K
TKG Advisors, LLC 0.23% Reduce -1.6% 1,610 $418K
Mesirow Financial Investment Management, Inc. 0.01% New 1,604 $417K
Brevan Howard Capital Management LP 0.04% New 1,603 $416K
Guinness Atkinson Asset Management Inc 0.20% Reduce -9.1% 1,600 $416K
Axq Capital, LP 0.10% No change 1,600 $416K
Cullinan Associates Inc. 0.02% No change 1,600 $416K
Capital Advisors, Ltd. LLC 0.05% Add +0.1% 1,599 $415K
Principal Securities, Inc. 0.01% Add +14.7% 1,572 $408K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 1,551 $403K
Mitchell McLeod Pugh & Williams Inc. 0.10% No change 1,550 $403K
Laraway Financial Advisors Inc 0.35% No change 1,548 $402K
Merit Financial Group, LLC 0.01% Add +1.0% 1,565 $401K
Meeder Advisory Services, Inc. 0.04% Add +35.8% 1,532 $398K
Evergreen Capital Management LLC 0.01% Add +0.3% 1,529 $397K
Cigna Investments Inc. 0.08% Reduce -1.2% 1,527 $397K
Benjamin F. Edwards & Company, Inc. 0.01% Add +49.6% 1,504 $391K
Clare Market Investments LLC 0.12% No change 1,500 $390K
Fidelis Capital Partners, LLC 0.06% Reduce -36.2% 1,482 $385K
Cutter & CO Brokerage, Inc. 0.09% No change 1,480 $385K
Certuity, LLC 0.03% Add +6.5% 1,478 $384K
OneDigital Investment Advisors LLC 0.01% Add +33.7% 1,477 $384K
Geller Advisors LLC 0.03% Reduce -6.5% 1,476 $383K
Vantage Consulting Group Inc 0.24% Reduce -16.5% 1,473 $383K
Quadrant Capital Group LLC 0.03% Reduce -5.2% 1,456 $378K
Mark Sheptoff Financial Planning, LLC 0.21% No change 1,450 $377K
SVB Wealth LLC 0.01% Add +4.6% 1,445 $375K
ICA Group Wealth Management, LLC 0.08% Reduce -20.4% 1,444 $375K
Renasant Bank 0.27% Reduce -6.6% 1,441 $374K
First Manhattan Co. Llc. 0.00% No change 1,437 $373K
Oracle Alpha Inc. 0.67% Add +4.2% 1,428 $371K
XTX Topco Ltd 0.05% Reduce -49.7% 1,423 $370K
Wexford Capital LP 0.08% No change 1,420 $369K
Arrow Investment Advisors, LLC 0.31% New 1,404 $365K
Trueblood Wealth Management, LLC 0.21% Reduce -16.4% 1,404 $365K
Checchi Capital Advisers, LLC 0.03% Add +2.7% 1,404 $365K
Aveo Capital Partners, LLC 0.04% Add +8.0% 1,418 $363K
Fortitude Advisory Group L.L.C. 0.21% Reduce -8.6% 1,398 $363K
Rakuten Securities, Inc. 0.16% Add +15255.6% 1,382 $359K
InterOcean Capital Group, LLC 0.01% Reduce -2.1% 1,381 $359K
HRT Financial LP 0.00% Reduce -78.5% 1,381 $358K
Schechter Investment Advisors, LLC 0.03% Add +0.5% 1,377 $358K
Clarity Financial LLC 0.06% New 1,370 $356K
Cooper Financial Group 0.06% Reduce -23.0% 1,366 $355K
Great Diamond Partners, LLC 0.08% Reduce -0.9% 1,352 $351K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.0% 1,350 $351K
Mayflower Financial Advisors, LLC 0.06% Add +1.4% 1,348 $350K
Values Added Financial LLC 0.27% No change 1,340 $348K
Lake Street Advisors Group, LLC 0.02% Reduce -4.0% 1,339 $348K
WealthShield Partners, LLC 0.06% Reduce -23.0% 1,338 $348K
MSH Capital Advisors LLC 0.12% No change 1,333 $346K
1ST Source Bank 0.02% Reduce -0.8% 1,330 $346K
Black Diamond Financial, LLC 0.09% No change 1,593 $344K
G&S Capital LLC 0.15% Reduce -1.9% 1,320 $343K
Cedrus LLC 0.19% Reduce -10.1% 1,312 $341K
Howard Capital Management, LLC 0.04% New 1,307 $340K
Valeo Financial Advisors, LLC 0.01% Add +14.3% 1,332 $337K
Douglass Winthrop Advisors, LLC 0.01% New 1,294 $336K
CENTRAL TRUST Co 0.01% Add +31.2% 1,291 $335K
Quent Capital, LLC 0.04% No change 1,285 $334K
Archford Capital Strategies, LLC 0.06% Reduce -0.6% 1,277 $332K
GAMMA Investing LLC 0.07% Add +15.5% 1,265 $329K
Diversified Trust Co. 0.01% New 1,262 $328K
Castlekeep Investment Advisors LLC 0.23% Reduce -16.8% 1,254 $326K
Walden Wealth Partners LLC 0.19% No change 1,260 $325K
Banque Cantonale Vaudoise 0.01% Reduce -58.6% 1,244 $323K
Simon Quick Advisors, LLC 0.02% New 1,242 $323K
Johnson Investment Counsel Inc. 0.00% Reduce -1.8% 1,236 $321K
Mgo One Seven LLC 0.02% Reduce -26.5% 1,222 $317K
Wealth Management Associates, Inc. 0.15% Reduce -6.1% 1,241 $315K
Aspen Investment Management Inc 0.16% No change 1,209 $314K
Horizon Investment Services, LLC 0.15% No change 1,208 $314K
Sawgrass Asset Management LLC 0.03% No change 1,206 $313K
Verus Capital Partners, LLC 0.03% Add +0.1% 1,203 $313K
Cavalier Investments, LLC 0.11% Reduce -80.3% 1,200 $312K
Capital International, Inc. 0.00% Add +2.1% 1,199 $312K
Quantum Financial Advisors, LLC 0.06% Reduce -0.7% 1,196 $311K
Todd Asset Management LLC 0.01% No change 1,194 $310K
Fort Washington Investment Advisors Inc. 0.00% No change 1,194 $310K
Dynamic Technology Lab Private Ltd 0.03% New 1,191 $309K
Parkside Financial Bank & Trust 0.05% Add +20.6% 1,181 $307K
Huntington National Bank 0.00% Reduce -1.3% 1,181 $307K
Sigma Planning Corp 0.01% New 1,176 $306K
Quotient Wealth Partners, LLC 0.01% Reduce -22.4% 1,176 $306K
Everpar Advisors LLC 0.19% Reduce -42.0% 1,175 $305K
Gray Wealth Management Inc. 0.14% No change 1,168 $303K
Old North State Trust, LLC 0.26% — 1,168 $303K
Fiduciary Family Office, LLC 0.12% Reduce -4.1% 1,164 $302K
Farmers Trust Co. 0.06% Reduce -12.2% 1,162 $302K
Lagoda Investment Management, L.P. 0.18% Reduce -7.2% 1,160 $301K
Nomura Holdings Inc. 0.00% Reduce -60.3% 1,160 $301K
LGT Group Foundation 0.01% Reduce -51.5% 1,150 $299K
Commonwealth Financial Services, LLC 0.07% No change 1,375 $297K
PFG Investments, LLC 0.02% New 1,127 $293K
Catalyst Financial Partners LLC 0.08% Reduce -5.8% 1,190 $293K
Berkshire Asset Management LLC 0.02% No change 1,121 $291K
Arcadia Investment Management Corp. 0.05% Reduce -29.9% 1,116 $290K
Gouws Capital LLC 0.22% No change 1,100 $286K
Capital International Sarl 0.01% New 1,100 $286K
Perigon Wealth Management, LLC 0.01% Reduce -3.4% 1,096 $285K
LWM Advisory Services, LLC 0.23% No change 1,090 $283K
Journey Strategic Wealth LLC 0.01% Reduce -1.1% 1,090 $283K
Purus Wealth Management, LLC 0.14% Add +0.9% 1,070 $278K
Premier Path Wealth Partners, LLC 0.05% New 1,067 $277K
Cary Street Partners Investment Advisory LLC 0.01% Add +0.8% 1,067 $277K
BSW Wealth Partners 0.05% Reduce -38.4% 1,046 $272K
Tower Wealth Partners, Inc. 0.18% Add +6.3% 1,040 $270K
American Trust 0.02% Reduce -28.4% 1,040 $270K
Salem Investment Counselors Inc. 0.01% No change 1,040 $270K
Laffer Tengler Investments, Inc. 0.09% Reduce -51.1% 1,023 $266K
Riverstone Advisors, LLC 0.16% No change 1,022 $266K
Avestar Capital, LLC 0.03% New 1,020 $265K
Elevation Wealth Partners, LLC 0.13% Reduce -9.0% 1,015 $264K
EverSource Wealth Advisors, LLC 0.02% Add +892.2% 1,012 $262K
Mutual Advisors, LLC 0.01% New 1,007 $262K
Conning Inc. 0.01% No change 999 $260K
MBB Public Markets I LLC 0.02% New 997 $259K
Sather Financial Group Inc 0.02% No change 996 $259K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.8% 993 $258K
Sit Investment Associates Inc. 0.01% No change 990 $257K
Clarius Group, LLC 0.02% Reduce -14.1% 985 $256K
Shelton Capital Management 0.01% No change 983 $255K
Philip James Wealth Mangement, LLC 0.18% No change 971 $252K
Balentine LLC 0.01% Add +4.2% 971 $252K
Foundations Investment Advisors, LLC 0.01% Reduce -7.3% 971 $252K
Capital Asset Advisory Services LLC 0.01% No change 954 $251K
Menard Financial Group LLC 0.21% New 962 $250K
Smith Anglin Financial, LLC 0.03% No change 962 $250K
PCA Investment Advisory Services Inc. 0.14% Reduce -0.1% 957 $249K
Axxcess Wealth Management, LLC 0.01% Reduce -50.9% 954 $248K
Gryphon Financial Partners LLC 0.04% New 935 $243K
Monterey Private Wealth, Inc. 0.10% Add +0.2% 930 $242K
Terril Brothers, Inc. 0.08% No change 930 $242K
Capital Investment Counsel, Inc 0.04% New 925 $240K
Sequoia Financial Advisors, LLC 0.00% Reduce -43.4% 915 $238K
Park Place Capital Corp 0.09% Add +927.0% 914 $237K
HUB Investment Partners, LLC 0.01% New 910 $236K
Harvest Fund Management Co., Ltd 0.02% Add +171.1% 911 $236K
Diversified, LLC 0.03% New 907 $236K
Summit Trail Advisors, LLC 0.01% New 906 $235K
Obermeyer Wealth Partners 0.01% New 900 $234K
Integrated Advisors Network LLC 0.01% New 895 $233K
HBW Advisory Services LLC 0.04% No change 1,061 $229K
Advisor OS, LLC 0.03% New 872 $227K
Equitable Holdings, Inc. 0.00% New 861 $224K
BIP Wealth, LLC 0.02% New 850 $221K
Stiles Financial Services Inc 0.09% New 850 $221K
Goldstein Advisors, LLC 0.04% New 847 $220K
Sentry Investment Management LLC 0.09% No change 846 $220K
O'Brien Greene & Co. Inc 0.07% New 846 $220K
Ipswich Investment Management Co., Inc. 0.05% New 844 $219K
Independent Financial Group, LLC 0.01% New 840 $218K
Hilltop Holdings Inc. 0.02% Reduce -57.8% 839 $218K
Clear Creek Financial Management, LLC 0.03% New 834 $217K
CM Wealth Advisors LLC 0.06% New 805 $215K
Ameritas Advisory Services, LLC 0.01% New 834 $214K
Abbot Financial Management, Inc. 0.12% New 815 $212K
CHICAGO TRUST Co NA 0.04% New 812 $211K
Avantax Planning Partners, Inc. 0.01% New 808 $210K
Essex Private Wealth Management, LLC 0.59% New 804 $209K
Ritter Daniher Financial Advisory LLC / DE 0.07% No change 803 $209K
Fortem Financial Group, LLC 0.09% New 801 $208K
Graves Light Lenhart Wealth, Inc. 0.02% New 800 $208K
Sterling Investment Advisors, Ltd. 0.06% New 800 $208K
North Star Investment Management Corp. 0.01% No change 800 $208K
Legacy Capital Group California, Inc. 0.08% New 799 $208K
Graypoint LLC 0.01% New 796 $207K
Dynamic Advisor Solutions LLC 0.01% New 786 $204K
Private Trust Co. NA 0.02% Add +18.4% 786 $204K
Waterloo Capital, L.P. 0.03% New 781 $203K
PFG Private Wealth Management, LLC 0.13% Reduce -16.5% 778 $202K
Moody National Bank Trust Division 0.02% New 778 $202K
RiverPark Advisors, LLC 0.16% Add +432.6% 735 $191K
Lindbrook Capital, LLC 0.02% Add +3.0% 715 $186K
Sugarloaf Wealth Management, LLC 0.04% New 686 $178K
Farther Finance Advisors, LLC 0.01% Add +5.2% 672 $174K
Blue Trust, Inc. 0.00% Add +63.1% 667 $173K
Gen-Wealth Partners Inc 0.08% — 620 $161K
Hills Bank & Trust Co 0.01% No change 616 $160K
FinTrust Capital Advisors, LLC 0.03% Add +14.9% 610 $158K
United Community Bank 0.06% Add +16.7% 594 $154K
DT Investment Partners, LLC 0.02% No change 589 $153K
Disciplina Capital Management LLC 0.03% No change 579 $150K
Mather Group, Llc. 0.00% New 658 $142K
Penserra Capital Management LLC 0.00% Reduce -22.1% 524 $136K
S.A. Mason LLC 0.08% No change 500 $130K
Bartlett & Co. Wealth Management LLC 0.00% No change 500 $130K
Hanson & Doremus Investment Management 0.02% No change 496 $129K
Covestor Ltd 0.08% Add +25.2% 487 $127K
First Horizon Advisors, Inc. 0.00% Add +4.9% 471 $122K
Armstrong Advisory Group, Inc. 0.01% No change 564 $122K
Atticus Wealth Management, LLC 0.04% No change 468 $122K
Your Advocates Ltd., LLP 0.05% Add +127.2% 468 $122K
Adirondack Trust Co. 0.05% No change 465 $121K
Balefire, LLC 0.04% Add +111.6% 455 $118K
GHP Investment Advisors, Inc. 0.01% No change 452 $117K
Cutler Group LLC / CA 0.06% New 452 $117K
Harbor Investment Advisory, LLC 0.01% No change 450 $117K
Rothschild Investment LLC 0.01% Add +5.4% 448 $116K
Tradewinds Capital Management, LLC 0.03% No change 415 $108K
Alta Advisers Ltd 0.05% No change 400 $104K
Bank of New Hampshire 0.03% No change 400 $104K
Jones Financial Companies LLLP 0.00% Add +117.6% 383 $100K
Carolinas Wealth Consulting LLC 0.02% Add +348.1% 363 $94K
Colonial Trust Advisors 0.01% Add +0.6% 324 $84K
DHJJ Financial Advisors, Ltd. 0.04% No change 320 $83K
Pingora Partners LLC 0.06% New 315 $82K
BOK Financial Private Wealth, Inc. 0.01% New 315 $82K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.9% 314 $82K
Larson Financial Group LLC 0.01% Add +3.3% 311 $81K
West Paces Advisors Inc. 0.02% Reduce -1.3% 305 $79K
Montag A & Associates Inc. 0.00% Add +2654.6% 303 $79K
Indiana Trust & Investment Management Co 0.03% No change 300 $78K
State of Wyoming 0.01% Reduce -37.2% 297 $77K
Cyrus J. Lawrence, LLC 0.02% — 288 $74K
CVA Family Office, LLC 0.01% Add +0.7% 282 $73K
Cetera Trust Company, N.A 0.04% No change 266 $69K
Riverview Trust Co 0.05% New 255 $66K
Hazlett, Burt & Watson, Inc. 0.04% Add +50.0% 243 $63K
HHM Wealth Advisors, LLC 0.01% No change 235 $61K
HM Payson & Co. 0.00% No change 228 $59K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -66.9% 225 $58K
MCF Advisors LLC 0.00% No change 223 $58K
Valley National Advisers Inc. 0.01% Add +12.0% 214 $55K
TFC Financial Management, Inc. 0.01% Add +0.5% 203 $53K
West Oak Capital, LLC 0.02% No change 200 $52K
Westside Investment Management, Inc. 0.01% No change 200 $52K
Ancora Advisors LLC 0.00% New 200 $52K
Vestor Capital, LLC 0.00% No change 196 $51K
NFSG Corp 0.02% Add +17.9% 184 $48K
Atwood & Palmer Inc. 0.00% No change 178 $46K
Knott David M Jr 0.02% New 176 $46K
Brown Brothers Harriman & Co. 0.00% Reduce -76.0% 175 $45K
Perkins Coie Trust Co 0.01% No change 160 $42K
City Holding Co. 0.01% No change 159 $41K
Grove Bank & Trust 0.01% No change 158 $41K
Financial Management Professionals, Inc. 0.01% Add +2.1% 146 $38K
Kepos Capital LP 0.01% Reduce -27.5% 137 $36K
MidAtlantic Capital Management, Inc. 0.03% No change 137 $36K
Deseret Mutual Benefit Administrators 0.02% Reduce -13.6% 133 $35K
Castleview Partners, LLC 0.02% Add +59.8% 131 $34K
Wellington Shields & Co., LLC 0.01% No change 128 $33K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +23.5% 126 $33K
Tsfg, LLC 0.01% No change 122 $32K
Smartleaf Asset Management LLC 0.01% New 108 $28K
JFS Wealth Advisors, LLC 0.00% Add +55.4% 101 $26K
Coston, McIsaac & Partners 0.01% No change 103 $26K
Private Ocean, LLC 0.00% New 100 $26K
Salomon & Ludwin, LLC 0.00% New 100 $26K
Cambridge Trust Co. 0.00% New 100 $26K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 100 $26K
Hexagon Capital Partners LLC 0.01% No change 99 $26K
EntryPoint Capital, LLC 0.02% New 96 $25K
Arlington Trust Co LLC 0.01% No change 94 $24K
Farmers & Merchants Investments Inc. 0.00% No change 92 $24K
CNB Bank 0.01% Add +133.3% 91 $24K
Rise Advisors, LLC 0.01% New 83 $22K
Pin Oak Investment Advisors Inc. 0.02% No change 80 $21K
Lowe Wealth Advisors, LLC 0.01% No change 79 $21K
GoalVest Advisory LLC 0.01% Reduce -21.1% 75 $19K
Arax Advisory Partners 0.00% No change 69 $18K
PFS Partners, LLC 0.01% No change 67 $17K
MV Capital Management, Inc. 0.00% Add +5.0% 63 $16K
Tyler-Stone Wealth Management 0.01% No change 62 $16K
Raleigh Capital Management Inc. 0.01% Reduce -50.0% 60 $16K
Front Row Advisors LLC 0.01% No change 56 $15K
Crewe Advisors LLC 0.00% New 55 $14K
Bangor Savings Bank 0.00% No change 55 $14K
Aspire Private Capital, LLC 0.00% No change 52 $14K
Venturi Wealth Management, LLC 0.00% Add +2.0% 52 $14K
Global Trust Asset Management, LLC 0.01% New 50 $13K
Capital Analysts, LLC 0.00% Add +87.0% 43 $11K
GW&K Investment Management, LLC 0.00% Add +7.3% 44 $11K
RFP Financial Group LLC 0.00% Reduce -30.9% 602 $11K
Thompson Investment Management, Inc. 0.00% No change 41 $11K
Bell Investment Advisors, Inc 0.00% No change 39 $10K
Custom Portfolio Group LLC 0.01% No change 35 $9K
Red Tortoise LLC 0.01% No change 35 $9K
Rosenberg Matthew Hamilton 0.00% No change 35 $9K
Key Financial Inc 0.00% No change 34 $9K
LRI Investments, LLC 0.00% — 33 $9K
Cullen/Frost Bankers, Inc. 0.00% New 31 $8K
Abound Wealth Management 0.00% Reduce -3.2% 30 $8K
Raffa Wealth Management, LLC 0.00% No change 29 $8K
Solstein Capital, LLC 0.01% No change 28 $7K
Macroview Investment Management LLC 0.01% No change 24 $6K
Oliver Lagore Vanvalin Investment Group 0.00% No change 22 $6K
WR Wealth Planners, LLC 0.00% New 21 $5K
Geneos Wealth Management Inc. 0.00% Add +100.0% 20 $5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 20 $5K
SJS Investment Consulting Inc. 0.00% Reduce -5.3% 18 $5K
SouthState Bank Corp 0.00% New 18 $5K
ClariVest Asset Management LLC 0.00% Add +100.0% 16 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 16 $4K
Avion Wealth 0.00% Add +116.7% 13 $4K
Aspect Partners, LLC 0.00% No change 15 $4K
FWL Investment Management, LLC 0.00% No change 15 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 15 $4K
JDM Financial Group LLC 0.00% No change 13 $3K
Psagot Value Holdings Ltd. / (Israel) 0.03% No change 13 $3K
Dunhill Financial, LLC 0.00% Add +22.2% 11 $3K
HighMark Wealth Management LLC 0.00% Reduce -9.1% 10 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 10 $3K
Sound Income Strategies, LLC 0.00% No change 10 $3K
ORG Partners LLC 0.00% Add +60.0% 8 $2K
Colonial Trust Co / SC 0.00% Add +0.0% 7 $2K
WealthCollab, LLC 0.00% Reduce -40.0% 6 $2K
Pineridge Advisors LLC 0.00% No change 5 $1K
True Wealth Design, LLC 0.00% Add +66.7% 5 $1K
Plato Investment Management Ltd 0.00% New 5 $1K
Wetzel Investment Advisors, Inc. 0.00% No change 5 $1K
Versant Capital Management, Inc 0.00% No change 4 $1K
Sachetta, LLC 0.00% No change 4 $864
Cornerstone Planning Group LLC 0.00% New 3 $769
PEAK6 Investments LLC 0.00% New 3 $661
Richard W. Paul & Associates, LLC 0.00% No change 2 $520
Webster Bank, N. A. 0.00% Reduce -33.3% 2 $520
TFO Wealth Partners, LLC 0.00% No change 2 $520
SOA Wealth Advisors, LLC. 0.00% No change 1 $261
NewSquare Capital LLC 0.00% No change 1 $260

"% of holder's portfolio" is PWR's weight in each manager's 13F, not the share of Quanta Services Inc. the manager owns.