SempraSRE
13F holders, Q2 2024 (June 30)1,040holders −3
86new positions
88sold out
8famous investors
$76.05avg. 13F price*
At the end of Q2 2024, 1,040 institutions reported holding Sempra (SRE) in their 13F filings, down 3 from Q1 2024. 86 opened new positions and 88 sold out. The largest holders were BlackRock Inc. ($4.9B), Vanguard Group Inc. ($4.7B) and Capital International Investors ($4.1B). 8 famous investors held it, including Steve Cohen (0.5% of Point72 Asset Management's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Sempra
- Sector
- Utilities
- CUSIP
- 816851109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $166.5M |
| Exits | 88 | $277.6M |
All 13F filers, Q1 2024 → Q2 2024: 33,315,506 shares bought and 25,495,408 shares sold, net +7,820,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,040 holders
| BlackRock Inc. | 0.11% | Add +0.3% | 64,361,704 | $4.9B |
| Vanguard Group Inc. | 0.09% | Add +1.2% | 61,794,942 | $4.7B |
| Capital International Investors | 0.85% | Add +3.1% | 54,094,056 | $4.1B |
| Wellington Management Group LLP | 0.47% | Add +27.7% | 34,196,046 | $2.6B |
| State Street Corp. | 0.11% | Add +0.4% | 31,401,594 | $2.4B |
| Morgan Stanley | 0.14% | Add +13.6% | 23,305,495 | $1.8B |
| FMR LLC | 0.08% | Reduce -14.6% | 17,395,952 | $1.3B |
| Newport Trust Company, LLC | 2.63% | Reduce -2.1% | 13,788,073 | $1.0B |
| Clearbridge Investments, LLC | 0.83% | Add +7.0% | 13,452,912 | $1.0B |
| Norges Bank | 0.15% | Reduce -12.2% | 12,865,013 | $978.5M |
| Geode Capital Management, LLC | 0.08% | Add +2.3% | 12,615,999 | $956.6M |
| Bank of America Corp. | 0.08% | Add +0.1% | 10,960,407 | $833.6M |
| Deutsche Bank AG | 0.35% | Reduce -4.2% | 10,072,696 | $766.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.77% | Add +703.6% | 9,133,569 | $694.7M |
| Franklin Resources Inc. | 0.18% | Add +6.6% | 7,566,097 | $575.5M |
| Northern Trust Corp. | 0.09% | Reduce -0.1% | 6,870,390 | $522.6M |
| Neuberger Berman Group LLC | 0.42% | Reduce -7.6% | 6,733,324 | $512.1M |
| Legal & General Group Plc | 0.14% | Reduce -8.4% | 6,372,912 | $484.7M |
| T. Rowe Price Associates Inc. | 0.06% | Reduce -2.0% | 6,313,190 | $480.2M |
| Bank of New York Mellon Corp | 0.07% | Reduce -0.3% | 5,186,550 | $394.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Add +27.2% | 4,369,028 | $332.3M |
| Bahl & Gaynor LLC | 1.81% | Reduce -1.1% | 4,269,904 | $324.8M |
| Pictet Asset Management Holding SA | 0.37% | Reduce -9.0% | 4,210,135 | $320.2M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -1.1% | 4,209,506 | $320.2M |
| Invesco Ltd. | 0.06% | Reduce -5.0% | 3,801,746 | $289.2M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +2.6% | 3,576,961 | $272.1M |
| JPMorgan Chase & Co. | 0.02% | Add +3.4% | 3,149,949 | $239.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.55% | — | 3,021,427 | $229.8M |
| Perpetual Ltd | 2.41% | Add +0.9% | 2,917,707 | $221.9M |
| Magellan Asset Management Ltd | 2.08% | Reduce -13.0% | 2,869,139 | $218.2M |
| California Public Employees Retirement System | 0.16% | Reduce -11.4% | 2,830,712 | $215.3M |
| Cohen & Steers, Inc. | 0.45% | Add +1.0% | 2,796,789 | $212.7M |
| Nuveen Asset Management, LLC | 0.06% | Reduce -0.6% | 2,690,634 | $208.4M |
| Janus Henderson Group PLC | 0.10% | Reduce -3.3% | 2,524,393 | $192.0M |
| DekaBank Deutsche Girozentrale | 0.33% | Add +2.1% | 2,404,573 | $182.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -18.2% | 2,361,819 | $179.6M |
| Barclays PLC | 0.08% | Reduce -5.8% | 2,361,782 | $179.6M |
| Royal Bank of Canada | 0.04% | Reduce -6.1% | 2,148,712 | $163.4M |
| Energy Income Partners, LLC | 3.58% | Reduce -5.7% | 2,116,898 | $161.0M |
| UBS Group AG | 0.05% | Add +6.6% | 2,078,271 | $158.1M |
| Duff & Phelps Investment Management Co. | 1.91% | Reduce -4.9% | 1,969,017 | $149.8M |
| Zimmer Partners, LP | 2.76% | Add +16.4% | 1,904,802 | $144.9M |
| FIL Ltd | 0.14% | Add +2.5% | 1,876,100 | $142.7M |
| Swiss National Bank | 0.10% | Reduce -0.7% | 1,871,700 | $142.4M |
| Point72 Asset Management | 0.46% | Reduce -12.2% | 1,826,868 | $139.0M |
| Principal Financial Group Inc. | 0.08% | Reduce -5.2% | 1,785,631 | $135.8M |
| Jennison Associates LLC | 0.09% | Reduce -16.4% | 1,777,876 | $135.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +19.7% | 1,757,553 | $133.7M |
| Wells Fargo & Company | 0.03% | Reduce -0.4% | 1,678,646 | $127.7M |
| HSBC Holdings PLC | 0.08% | Add +1.6% | 1,659,618 | $126.2M |
| Macquarie Group Ltd. | 0.14% | Reduce -2.6% | 1,613,424 | $122.7M |
| Brookfield Corp | 0.74% | Reduce -1.5% | 1,555,342 | $118.3M |
| National Pension Service | 0.12% | Add +1.6% | 1,427,967 | $108.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Reduce -7.4% | 1,416,431 | $107.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +3.5% | 1,403,884 | $106.8M |
| Millennium Management | 0.09% | Reduce -57.5% | 1,392,314 | $105.9M |
| Amundi | 0.04% | Reduce -4.2% | 1,323,627 | $99.5M |
| Citigroup Inc. | 0.09% | Add +62.1% | 1,275,161 | $97.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.64% | Add +0.6% | 1,270,678 | $96.6M |
| HighTower Advisors, LLC | 0.15% | Add +1.3% | 1,265,575 | $96.5M |
| Adage Capital Partners Gp, L.L.C. | 0.18% | Add +50.0% | 1,244,570 | $94.7M |
| Rhumbline Advisers | 0.09% | Reduce -1.1% | 1,244,087 | $94.6M |
| Maple-Brown Abbott Ltd | 9.91% | Reduce -6.6% | 1,236,030 | $94.0M |
| Verition Fund Management LLC | 0.78% | Add +483.2% | 1,200,772 | $91.3M |
| Nordea Investment Management AB | 0.11% | Reduce -24.3% | 1,199,462 | $91.0M |
| Reaves W H & Co. Inc. | 3.05% | Add +0.9% | 1,186,433 | $90.2M |
| Raymond James & Associates | 0.06% | Add +21.5% | 1,180,886 | $89.8M |
| CI Investments Inc. | 0.33% | Reduce -8.7% | 1,088,586 | $82.8M |
| Bank of Montreal | 0.02% | Reduce -15.1% | 1,026,768 | $78.2M |
| California State Teachers Retirement System | 0.10% | Reduce -1.3% | 1,026,451 | $78.1M |
| Empower Advisory Group, LLC | 0.29% | Add +1.7% | 1,016,831 | $77.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.37% | Reduce -4.0% | 976,599 | $74.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.09% | Add +14.2% | 971,242 | $73.9M |
| Capital Research Global Investors | 0.02% | New | 949,738 | $72.2M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -45.5% | 945,458 | $71.9M |
| First Trust Advisors LP | 0.07% | Reduce -14.8% | 914,892 | $69.6M |
| New York State Common Retirement Fund | 0.09% | Reduce -0.4% | 895,997 | $68.1M |
| BNP Paribas Financial Markets | 0.07% | Reduce -8.8% | 868,287 | $66.0M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +6.3% | 855,638 | $65.1M |
| M&G PLC | 0.42% | Reduce -11.1% | 802,809 | $61.0M |
| CANADA LIFE ASSURANCE Co | 0.11% | Reduce -2.8% | 796,054 | $60.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.6% | 793,854 | $60.4M |
| Kayne Anderson Capital Advisors LP | 1.56% | Reduce -23.4% | 756,705 | $57.6M |
| Tortoise Capital Advisors, L.L.C. | 0.74% | No change | 734,924 | $55.9M |
| Aviva PLC | 0.16% | Add +20.8% | 733,397 | $55.8M |
| Cambiar Investors LLC | 2.14% | Reduce -1.7% | 720,830 | $54.8M |
| Ameriprise Financial Inc. | 0.01% | Add +6.5% | 709,966 | $54.1M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.75% | No change | 692,396 | $52.7M |
| APG Asset Management N.V. | 0.09% | Reduce -2.2% | 728,146 | $51.7M |
| Victory Capital Management Inc. | 0.05% | Reduce -42.0% | 640,057 | $48.7M |
| State Board of Administration of Florida Retirement System | 0.09% | Add +71.7% | 624,648 | $47.5M |
| STRS Ohio | 0.19% | Reduce -7.6% | 622,524 | $47.3M |
| Corient Private Wealth LP | 0.08% | Add +3.2% | 616,225 | $46.9M |
| New York State Teachers Retirement System | 0.10% | Reduce -5.1% | 607,063 | $46.2M |
| Maryland State Retirement & Pension System | 0.82% | Reduce -0.1% | 585,911 | $44.6M |
| Capital Group Private Client Services, Inc. | 0.45% | Reduce -4.0% | 585,106 | $44.5M |
| Danske Bank A/S | 0.15% | Reduce -0.8% | 535,244 | $40.7M |
| RNC Capital Management LLC | 2.25% | Add +6.4% | 534,808 | $40.7M |
| LPL Financial LLC | 0.02% | Add +7.3% | 504,363 | $38.4M |
| Korea Investment CORP | 0.10% | Add +58.5% | 500,327 | $38.1M |
| Royal London Asset Management Ltd. | 0.10% | Reduce -2.0% | 490,451 | $37.3M |
| Prudential Financial Inc. | 0.05% | Reduce -24.8% | 480,428 | $36.5M |
| Compagnie Lombard Odier SCmA | 0.58% | Add +123.3% | 451,963 | $34.4M |
| Stifel Financial Corp. | 0.04% | Add +4.8% | 448,443 | $34.1M |
| AXA S.A. | 0.10% | Reduce -7.8% | 445,557 | $33.9M |
| Natixis Advisors, LLC | 0.07% | Add +18.9% | 438,286 | $33.3M |
| Russell Investments Group, Ltd. | 0.05% | Add +2.3% | 435,113 | $33.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.19% | Add +168.2% | 416,088 | $31.6M |
| Capital International, Inc. | 0.42% | Add +5.4% | 415,445 | $31.6M |
| Assetmark, Inc. | 0.10% | Reduce -2.1% | 410,974 | $31.3M |
| TD Asset Management Inc | 0.03% | Add +56.5% | 391,134 | $29.7M |
| Davidson Investment Advisors | 1.47% | Reduce -0.1% | 374,416 | $28.5M |
| Swedbank AB | 0.04% | Reduce -2.3% | 371,703 | $28.3M |
| Allianz Asset Management GmbH | 0.04% | Reduce -2.5% | 365,575 | $27.8M |
| Voya Investment Management LLC | 0.03% | Reduce -3.4% | 360,144 | $27.4M |
| Covea Finance | 1.25% | Add +2.8% | 359,135 | $27.3M |
| Yaupon Capital Management LP | 2.43% | Add +191.0% | 358,370 | $27.3M |
| EP Wealth Advisors, LLC | 0.28% | Reduce -1.2% | 351,001 | $26.7M |
| State of Wisconsin Investment Board | 0.07% | Reduce -5.6% | 350,709 | $26.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +0.1% | 350,398 | $26.7M |
| Chevy Chase Trust Holdings, LLC | 0.08% | Reduce -0.9% | 345,884 | $26.3M |
| Lazard Asset Management LLC | 0.03% | Reduce -3.2% | 335,694 | $25.5M |
| GW Henssler & Associates Ltd. | 1.52% | Add +0.7% | 331,175 | $25.2M |
| Brandywine Global Investment Management, LLC | 0.19% | Add +3.7% | 330,714 | $25.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -6.8% | 330,086 | $25.1M |
| Canada Pension Plan Investment Board | 0.02% | No change | 329,492 | $25.1M |
| Credit Agricole S A | 0.15% | Add +726.9% | 316,097 | $24.0M |
| State of Tennessee, Department of Treasury | 0.09% | Add +57.9% | 308,616 | $23.5M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -2.6% | 307,344 | $23.4M |
| Chilton Capital Management LLC | 1.04% | Add +3.4% | 303,735 | $23.1M |
| Zurich Insurance Group Ltd | 0.20% | New | 303,131 | $23.1M |
| Mackenzie Financial Corp. | 0.03% | Reduce -36.7% | 302,137 | $23.0M |
| Sei Investments Co. | 0.03% | Reduce -4.7% | 300,977 | $22.9M |
| AMF Tjanstepension AB | 0.17% | Reduce -72.7% | 296,981 | $22.6M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -10.3% | 296,752 | $22.6M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -3.5% | 288,528 | $21.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.8% | 287,825 | $21.9M |
| Hennessy Advisors Inc. | 0.82% | Reduce -4.9% | 283,980 | $21.6M |
| Aberdeen Group plc | 0.04% | Add +5.5% | 283,363 | $21.6M |
| Partners Group Holding AG | 1.59% | Add +10.0% | 277,216 | $21.1M |
| Treasurer of the State of North Carolina | 0.09% | Reduce -2.1% | 275,771 | $21.0M |
| KBC Group NV | 0.06% | Reduce -6.8% | 275,451 | $21.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +3.1% | 266,228 | $20.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +14.9% | 252,226 | $19.2M |
| Groupama Asset Managment | 0.25% | Add +102.5% | 475,254 | $18.2M |
| Teilinger Capital Ltd. | 8.34% | New | 230,000 | $17.5M |
| State of New Jersey Common Pension Fund D | 0.07% | Reduce -37.1% | 220,207 | $16.7M |
| IFM Investors Pty Ltd | 0.17% | Add +2.0% | 217,405 | $16.5M |
| AQR Capital Management | 0.02% | Add +173.6% | 209,735 | $16.0M |
| National Bank of Canada | 0.02% | Reduce -8.8% | 205,988 | $15.4M |
| Resona Asset Management Co.,Ltd. | 0.09% | Reduce -4.5% | 203,056 | $15.4M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +0.7% | 199,884 | $15.2M |
| Oppenheimer Asset Management Inc. | 0.19% | Add +17.4% | 199,008 | $15.1M |
| State of Michigan Retirement System | 0.08% | Reduce -1.7% | 198,220 | $15.1M |
| Toronto Dominion Bank | 0.02% | Reduce -1.8% | 197,638 | $15.0M |
| Daiichi Life Insurance Co., Ltd. | 0.36% | Add +319.5% | 196,954 | $15.0M |
| Jane Street Group, LLC | 0.02% | Add +95.6% | 192,254 | $14.6M |
| Comerica Bank | 0.06% | Add +4.5% | 190,787 | $14.5M |
| Arizona State Retirement System | 0.09% | Add +1.5% | 183,264 | $13.9M |
| LBP Am SA | 0.55% | Reduce -4.4% | 176,720 | $13.4M |
| Mizuho Markets Americas LLC | 0.36% | New | 170,804 | $13.0M |
| Van Eck Associates Corp. | 0.02% | Add +8.5% | 170,054 | $12.9M |
| MetLife Investment Management, LLC | 0.08% | Add +14.6% | 168,809 | $12.8M |
| Susquehanna International Group, LLP | 0.02% | Add +4.9% | 162,275 | $12.3M |
| Public Sector Pension Investment Board | 0.08% | Add +28.4% | 162,261 | $12.3M |
| US Bancorp \de | 0.02% | Add +4.2% | 160,248 | $12.2M |
| American Century Companies Inc. | 0.01% | Reduce -33.7% | 157,177 | $12.0M |
| USS Investment Management Ltd | 0.10% | No change | 156,915 | $11.9M |
| Corebridge Financial, Inc. | 0.07% | — | 156,832 | $11.9M |
| Sanctuary Advisors, LLC | 0.09% | — | 166,744 | $11.9M |
| Marex Group Ltd | 0.31% | Add +6.1% | 151,700 | $11.5M |
| Eagle Ridge Investment Management | 1.01% | Reduce -1.0% | 143,504 | $10.9M |
| Bcwm, LLC | 3.92% | Add +4.5% | 143,322 | $10.9M |
| DNB Asset Management AS | 0.05% | Add +6.3% | 142,438 | $10.8M |
| ProShare Advisors LLC | 0.03% | Reduce -5.0% | 140,335 | $10.7M |
| Teachers Retirement System of the State of Kentucky | 0.10% | Reduce -1.0% | 140,163 | $10.7M |
| Retirement Systems of Alabama | 0.04% | Add +0.5% | 139,598 | $10.6M |
| Ethic Inc. | 0.25% | Add +80.5% | 138,577 | $10.5M |
| Greystone Financial Group, LLC | 2.05% | Reduce -0.6% | 137,968 | $10.5M |
| Guggenheim Capital LLC | 0.07% | Reduce -0.6% | 137,117 | $10.4M |
| Hantz Financial Services, Inc. | 0.20% | Reduce -3.9% | 135,694 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +10.0% | 135,621 | $10.3M |
| Socorro Asset Management LP | 4.00% | Add +37.1% | 134,905 | $10.3M |
| Swiss Life Asset Management Ltd | 0.12% | Reduce -0.3% | 133,734 | $10.2M |
| Todd Asset Management LLC | 0.21% | Reduce -0.5% | 132,772 | $10.1M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -0.4% | 130,993 | $10.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 129,501 | $9.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -25.4% | 128,762 | $9.8M |
| Amalgamated Bank | 0.08% | Reduce -1.8% | 127,741 | $9.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +80.3% | 127,293 | $9.7M |
| Phoenix Financial Ltd. | 0.15% | Add +17.3% | 125,798 | $9.6M |
| Storebrand Asset Management As | 0.03% | Add +10.3% | 126,359 | $9.6M |
| Capital International Sarl | 0.28% | Add +0.1% | 121,551 | $9.2M |
| Allianz SE | 0.27% | Add +33.9% | 121,190 | $9.2M |
| Czech National Bank | 0.10% | Add +8.9% | 120,594 | $9.2M |
| TD Waterhouse Canada Inc. | 0.08% | Add +184097.0% | 121,570 | $9.2M |
| Cetera Investment Advisers | 0.02% | Add +0.3% | 117,597 | $8.9M |
| Schroder Investment Management Group | 0.01% | Add +22.2% | 116,322 | $8.8M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +33.5% | 116,177 | $8.8M |
| Susquehanna Portfolio Strategies, LLC | 0.36% | Reduce -19.2% | 115,621 | $8.8M |
| Jupiter Asset Management Ltd. | 0.08% | Reduce -80.6% | 115,316 | $8.8M |
| Decade Renewable Partners LP | 4.25% | Reduce -48.8% | 114,662 | $8.7M |
| Ensign Peak Advisors, Inc | 0.02% | Add +21.0% | 112,645 | $8.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.10% | Add +25.4% | 112,286 | $8.5M |
| Ilmarinen Mutual Pension Insurance Co | 0.10% | Reduce -7.5% | 111,000 | $8.4M |
| Channing Capital Management, LLC | 0.23% | Reduce -1.8% | 108,953 | $8.3M |
| First Manhattan Co. Llc. | 0.03% | Reduce -12.5% | 107,737 | $8.3M |
| Cerity Partners LLC | 0.02% | Reduce -10.1% | 107,907 | $8.2M |
| Utah Retirement Systems | 0.09% | Reduce -4.2% | 104,390 | $7.9M |
| Miller Howard Investments Inc. | 0.26% | Reduce -0.6% | 104,069 | $7.9M |
| Forsta Ap-Fonden | 0.07% | Reduce -12.7% | 102,300 | $7.8M |
| Yousif Capital Management, LLC | 0.09% | Add +3.3% | 101,793 | $7.7M |
| CIBC Asset Management Inc | 0.03% | Reduce -4.7% | 100,602 | $7.7M |
| New York Life Investment Management LLC | 0.07% | Add +1.5% | 96,206 | $7.3M |
| Capital International Ltd. | 0.33% | Add +3.5% | 94,643 | $7.2M |
| Tredje AP-fonden | 0.07% | Reduce -11.4% | 94,302 | $7.2M |
| Advisors Asset Management, Inc. | 0.14% | Reduce -22.9% | 93,841 | $7.1M |
| American Assets Investment Management, LLC | 0.65% | No change | 92,000 | $7.0M |
| Gabelli Funds LLC | 0.05% | Add +2.2% | 91,250 | $6.9M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +300.1% | 90,172 | $6.9M |
| Xponance LLC | 0.07% | Add +1.0% | 89,302 | $6.8M |
| Candriam S.C.A. | 0.04% | Add +3.5% | 88,150 | $6.7M |
| Public Employees Retirement Association of Colorado | 0.03% | Reduce -3.7% | 86,835 | $6.6M |
| Daiwa Securities Group Inc. | 0.04% | Add +5.5% | 85,521 | $6.5M |
| SG Americas Securities, LLC | 0.04% | Reduce -46.0% | 84,077 | $6.4M |
| Cibc World Markets Corp. | 0.04% | Add +29.1% | 81,488 | $6.2M |
| Mariner, LLC | 0.01% | Add +15.8% | 81,373 | $6.2M |
| SPX Gestao de Recursos Ltda | 0.93% | Reduce -82.3% | 80,876 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.0% | 79,898 | $6.1M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -3.3% | 79,806 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -3.5% | 79,510 | $6.0M |
| Eventide Asset Management, LLC | 0.10% | Add +0.5% | 78,876 | $6.0M |
| Creative Planning | 0.01% | Add +16.8% | 78,726 | $6.0M |
| Huntington National Bank | 0.06% | Reduce -3.0% | 76,839 | $5.8M |
| Nissay Asset Management Corp. /Japan | 0.04% | Add +3.0% | 76,767 | $5.8M |
| Redwood Investment Management, LLC | 0.50% | Reduce -0.5% | 75,648 | $5.8M |
| Vinva Investment Management Ltd | 0.29% | Add +11.1% | 76,749 | $5.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.07% | Add +6.2% | 76,300 | $5.8M |
| Amica Mutual Insurance Co. | 0.56% | No change | 74,253 | $5.6M |
| Pacer Advisors, Inc. | 0.01% | Reduce -7.0% | 72,756 | $5.5M |
| Lanark Financial, Inc. | 0.50% | Add +3.7% | 71,987 | $5.5M |
| State of Alaska, Department of Revenue | 0.06% | Reduce -5.3% | 70,426 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +0.7% | 70,140 | $5.3M |
| Agf Management Ltd. | 0.03% | Add +8.1% | 69,752 | $5.3M |
| Captrust Financial Advisors | 0.02% | Add +8.2% | 69,022 | $5.2M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -5.2% | 68,651 | $5.2M |
| TCW Group Inc. | 0.05% | Add +28.2% | 67,765 | $5.2M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -73.1% | 66,803 | $5.1M |
| Greenland Capital Management LP | 1.09% | Add +57.3% | 66,419 | $5.1M |
| BTG Pactual Asset Management US LLC | 1.26% | — | 66,367 | $5.0M |
| Aventail Capital Group, LP | 0.35% | New | 66,266 | $5.0M |
| SageView Advisory Group, LLC | 0.31% | New | 66,053 | $5.0M |
| Avantax Advisory Services, Inc. | 0.04% | Add +867.2% | 65,540 | $5.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -74.7% | 64,973 | $4.9M |
| Bayesian Capital Management, LP | 0.57% | Reduce -29.0% | 64,926 | $4.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Add +6.0% | 64,788 | $4.9M |
| Bank of Nova Scotia | 0.01% | Reduce -51.2% | 64,058 | $4.9M |
| Pathstone Holdings, LLC | 0.02% | Add +4.2% | 63,987 | $4.9M |
| Commerce Bank | 0.03% | Reduce -9.4% | 61,490 | $4.7M |
| Meyer Handelman Co. | 0.16% | Reduce -5.3% | 58,675 | $4.5M |
| Flputnam Investment Management Co. | 0.08% | Add +63.2% | 58,477 | $4.4M |
| Hohimer Wealth Management, LLC | 1.01% | Add +12.0% | 57,461 | $4.4M |
| Foundations Investment Advisors, LLC | 0.10% | Add +8.0% | 56,818 | $4.3M |
| Intact Investment Management Inc. | 0.16% | Reduce -26.3% | 56,200 | $4.3M |
| Ascent Group, LLC | 0.34% | Reduce -1.6% | 54,832 | $4.2M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Reduce -1.9% | 54,790 | $4.2M |
| Oregon Public Employees Retirement Fund | 0.08% | Add +0.9% | 54,341 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Reduce -0.3% | 54,106 | $4.1M |
| Gulf International Bank (UK) Ltd | 0.10% | No change | 52,270 | $4.0M |
| CCG Wealth Management, LLC | 2.23% | Add +8.6% | 51,922 | $3.9M |
| Procyon Advisors, LLC | 0.29% | Add +9.9% | 51,425 | $3.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.9% | 51,351 | $3.9M |
| Werlinich Asset Management, LLC | 2.42% | No change | 51,300 | $3.9M |
| Cibc World Market Inc. | 0.01% | New | 50,932 | $3.9M |
| Elo Mutual Pension Insurance Co | 0.09% | No change | 50,284 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +68.1% | 50,178 | $3.8M |
| Financial Advisory Partners, LLC | 1.42% | Reduce -3.7% | 49,951 | $3.8M |
| Mizuho Securities USA LLC | 0.08% | New | 48,791 | $3.7M |
| AIA Group Ltd | 0.11% | Add +25.0% | 48,550 | $3.7M |
| Trexquant Investment LP | 0.06% | Reduce -53.0% | 48,307 | $3.7M |
| Kentucky Retirement Systems | 0.11% | Reduce -0.2% | 47,689 | $3.6M |
| Ontario Teachers Pension Plan Board | 0.04% | Add +4.5% | 47,384 | $3.6M |
| Parcion Private Wealth LLC | 0.33% | Add +0.0% | 46,957 | $3.6M |
| Kingsview Wealth Management, LLC | 0.08% | Add +0.4% | 46,360 | $3.5M |
| Fifth Third Bancorp | 0.01% | Add +2.3% | 46,353 | $3.5M |
| Wexford Capital LP | 0.89% | Add +23.6% | 46,326 | $3.5M |
| Trinity Legacy Partners, LLC | 1.00% | Reduce -0.8% | 46,095 | $3.5M |
| MBB Public Markets I LLC | 0.07% | New | 45,586 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -5.3% | 45,241 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +13.3% | 45,098 | $3.4M |
| Fred Alger Management, LLC | 0.02% | Add +4.2% | 45,025 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -5.0% | 44,519 | $3.4M |
| Soros Fund Management | 0.10% | No change | 44,000 | $3.3M |
| Portfolio Design Labs, LLC | 1.02% | Add +11.4% | 43,408 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -95.0% | 42,934 | $3.3M |
| Keybank National Association | 0.01% | Reduce -9.1% | 42,543 | $3.2M |
| Stonebridge Capital Advisors LLC | 0.28% | Reduce -0.1% | 42,090 | $3.2M |
| Premier Fund Managers Ltd | 0.13% | Reduce -16.0% | 42,000 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.1% | 62,661 | $3.2M |
| Glenmede Trust Co. NA | 0.02% | Reduce -14.1% | 41,088 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.2% | 40,810 | $3.1M |
| Hartford Investment Management Co. | 0.11% | Reduce -0.1% | 40,567 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Add +8.8% | 40,651 | $3.1M |
| Horizon Investments, LLC | 0.08% | Add +2.8% | 40,277 | $3.1M |
| Cornerstone Wealth Group, LLC | 0.27% | Reduce -46.2% | 39,435 | $3.0M |
| Cornerstone Advisors, LLC | 0.12% | Reduce -12.1% | 39,200 | $3.0M |
| Metis Global Partners, LLC | 0.10% | Add +5.1% | 39,164 | $3.0M |
| Interval Partners, LP | 0.09% | New | 38,765 | $2.9M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +0.6% | 38,424 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +80.6% | 38,367 | $2.9M |
| M&T Bank Corp | 0.01% | Add +16.1% | 37,829 | $2.9M |
| UniSuper Management Pty Ltd | 0.02% | Add +74.6% | 37,198 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.8% | 36,706 | $2.8M |
| Intech Investment Management LLC | 0.03% | Reduce -15.1% | 36,571 | $2.8M |
| Securian Asset Management, Inc. | 0.08% | Reduce -1.8% | 36,388 | $2.8M |
| FRG Family Wealth Advisors LLC | 0.53% | Reduce -2.3% | 35,722 | $2.8M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.2% | 35,800 | $2.7M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -8.4% | 35,118 | $2.7M |
| Profund Advisors LLC | 0.10% | Add +48.8% | 34,944 | $2.7M |
| Blair William & Co. | 0.01% | Reduce -4.3% | 34,699 | $2.6M |
| Rice Partnership, LLC | 0.56% | Add +7.4% | 34,178 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.6% | 32,850 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.6% | 32,850 | $2.5M |
| Cullen Capital Management, LLC | 0.03% | Add +6.5% | 32,362 | $2.5M |
| L & S Advisors Inc | 0.32% | Add +10.0% | 32,359 | $2.5M |
| NewEdge Wealth, LLC | 0.05% | Reduce -2.3% | 32,157 | $2.4M |
| Panagora Asset Management Inc. | 0.01% | Reduce -47.1% | 32,156 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +29.3% | 31,573 | $2.4M |
| New Mexico Educational Retirement Board | 0.08% | No change | 31,682 | $2.4M |
| Wedbush Securities Inc. | 0.08% | Reduce -0.6% | 31,184 | $2.4M |
| KCM Investment Advisors LLC | 0.08% | Reduce -4.0% | 30,716 | $2.3M |
| Advisory Services Network, LLC | 0.05% | Add +2.2% | 30,700 | $2.3M |
| Founders Financial Securities LLC | 0.22% | Add +6.4% | 30,095 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Add +10.9% | 30,054 | $2.3M |
| Man Group plc | 0.01% | Reduce -55.0% | 29,751 | $2.3M |
| Icon Wealth Advisors, LLC | 0.20% | Reduce -14.1% | 28,247 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.2% | 29,664 | $2.3M |
| Citizens Financial Group Inc. | 0.05% | Add +1.4% | 29,446 | $2.2M |
| Ar Asset Management Inc. | 0.54% | No change | 29,000 | $2.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | No change | 30,349 | $2.2M |
| Hoylecohen, LLC | 0.16% | No change | 27,753 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.6% | 27,684 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -2.1% | 27,336 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +30.9% | 27,094 | $2.1M |
| Rakuten Investment Management, Inc. | 0.01% | Add +59.2% | 26,936 | $2.0M |
| James Investment Research, Inc. | 0.24% | Reduce -51.1% | 26,821 | $2.0M |
| First Hawaiian Bank | 0.07% | Add +0.8% | 26,487 | $2.0M |
| Erste Asset Management GmbH | 0.03% | Add +11.4% | 26,398 | $2.0M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -85.4% | 26,272 | $2.0M |
| Vestcor Inc | 0.07% | Reduce -0.3% | 26,235 | $2.0M |
| Mitchell & Pahl Private Wealth, LLC | 1.05% | Reduce -0.2% | 26,201 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.4% | 25,647 | $2.0M |
| LGT Group Foundation | 0.03% | Add +10.1% | 25,246 | $1.9M |
| Independent Solutions Wealth Management, LLC | 0.44% | Reduce -1.1% | 24,999 | $1.9M |
| Texas Yale Capital Corp. | 0.09% | No change | 24,966 | $1.9M |
| Advisor Resource Council | 2.44% | Add +2.5% | 24,425 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +60.2% | 24,312 | $1.8M |
| Praxis Investment Management Inc. | 0.13% | No change | 25,816 | $1.8M |
| Wintrust Investments LLC | 0.15% | Add +1.2% | 24,275 | $1.8M |
| Choreo, LLC | 0.03% | Add +81.5% | 24,377 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -0.4% | 24,046 | $1.8M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -1.1% | 24,030 | $1.8M |
| Petix & Botte Co | 0.52% | Add +101.2% | 23,980 | $1.8M |
| Lazari Capital Management, Inc. | 0.82% | No change | 23,970 | $1.8M |
| Colonial Trust Advisors | 0.17% | Reduce -6.5% | 23,073 | $1.8M |
| Alaska Permanent Fund Corp | 0.03% | Add +1.0% | 21,799 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +2.2% | 21,865 | $1.7M |
| Norinchukin Bank, The | 0.05% | Add +2.1% | 22,733 | $1.7M |
| NEOS Investment Management LLC | 0.07% | Add +45.4% | 22,332 | $1.7M |
| Quantinno Capital Management LP | 0.03% | Reduce -35.2% | 22,137 | $1.7M |
| Twin Capital Management Inc. | 0.20% | Add +0.2% | 21,856 | $1.7M |
| Moody National Bank Trust Division | 0.13% | Add +2.9% | 21,586 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +68.7% | 21,579 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +1.0% | 21,420 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.2% | 21,205 | $1.6M |
| Teza Capital Management LLC | 0.20% | Reduce -74.8% | 21,053 | $1.6M |
| Empirical Finance, LLC | 0.10% | Reduce -6.2% | 21,052 | $1.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +0.1% | 21,045 | $1.6M |
| Jeppson Wealth Management, LLC | 0.61% | Reduce -0.9% | 21,022 | $1.6M |
| Community Bank, N.A. | 0.21% | Reduce -4.4% | 20,990 | $1.6M |
| MKT Advisors LLC | 0.79% | Add +1.4% | 21,106 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Add +10.8% | 20,968 | $1.6M |
| Ostrum Asset Management | 0.14% | Reduce -3.6% | 20,944 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -13.3% | 20,771 | $1.6M |
| Ieq Capital, LLC | 0.02% | Add +22.9% | 20,590 | $1.6M |
| First Trust Direct Indexing L.P. | 0.10% | Add +11.1% | 20,483 | $1.6M |
| Kentucky Retirement Systems Insurance Trust Fund | 0.11% | Reduce -1.7% | 20,412 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.9% | 22,166 | $1.6M |
| Tidal Investments LLC | 0.02% | Add +9.0% | 20,215 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.8% | 20,139 | $1.5M |
| Paloma Partners Management Co | 0.17% | Add +16.1% | 20,042 | $1.5M |
| Regions Financial Corp. | 0.01% | Reduce -1.2% | 19,935 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +2.4% | 19,757 | $1.5M |
| Lockheed Martin Investment Management Co. | 0.09% | Reduce -41.0% | 19,900 | $1.5M |
| Dakota Wealth Management | 0.04% | Add +11.0% | 19,852 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Add +1.1% | 19,484 | $1.5M |
| SevenBridge Financial Group, LLC | 0.33% | Add +9.1% | 19,331 | $1.5M |
| South Dakota Investment Council | 0.03% | Reduce -0.1% | 18,987 | $1.4M |
| Pensionfund Sabic | 0.42% | No change | 18,900 | $1.4M |
| Evoke Wealth, LLC | 2.09% | Reduce -21.6% | 18,610 | $1.4M |
| Brookmont Capital Management | 0.77% | Reduce -1.9% | 18,525 | $1.4M |
| Baker Tilly Wealth Management, LLC | 0.57% | Reduce -17.0% | 18,317 | $1.4M |
| Coastline Trust Co | 0.16% | No change | 18,238 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Add +35.5% | 18,147 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +3.6% | 18,146 | $1.4M |
| Sandy Spring Bank | 0.06% | No change | 17,809 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -2.0% | 17,550 | $1.3M |
| Fox Hill Wealth Management | 0.81% | Add +5.1% | 17,424 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -98.1% | 17,150 | $1.3M |
| Defined Wealth Management, LLC | 0.91% | Add +0.1% | 17,117 | $1.3M |
| Trivant Custom Portfolio Group, LLC | 0.78% | Reduce -60.0% | 16,730 | $1.3M |
| Capstone Investment Advisors, LLC | 0.06% | Reduce -74.1% | 16,492 | $1.3M |
| Ascentis Independent Advisors | 0.26% | — | 16,402 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.8% | 16,378 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +13.2% | 16,364 | $1.2M |
| Stablepoint Partners, LLC | 0.24% | Add +14.9% | 15,618 | $1.2M |
| United Services Automobile Association | 0.03% | Reduce -7.2% | 16,203 | $1.2M |
| Johnson Financial Group, Inc. | 0.06% | New | 16,058 | $1.2M |
| DLK Investment Management, LLC | 0.50% | Add +6.7% | 16,030 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -29.6% | 15,911 | $1.2M |
| Arden Trust Co | 0.17% | Reduce -7.4% | 15,828 | $1.2M |
| Meiji Yasuda Life Insurance Co | 0.02% | No change | 15,827 | $1.2M |
| Centiva Capital, LP | 0.06% | Reduce -4.3% | 15,800 | $1.2M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +7.4% | 15,752 | $1.2M |
| Clifford Swan Investment Counsel LLC | 0.04% | Reduce -3.7% | 15,604 | $1.2M |
| One Degree Advisors Inc | 0.57% | Add +0.0% | 15,490 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -28.2% | 15,410 | $1.2M |
| SWP Financial LLC | 0.77% | No change | 15,313 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +316.6% | 15,313 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Add +739.7% | 15,182 | $1.2M |
| Sound Income Strategies, LLC | 0.08% | Add +2591.3% | 15,125 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | Add +2.7% | 15,111 | $1.1M |
| Spotlight Asset Group, Inc. | 0.80% | Reduce -30.0% | 15,033 | $1.1M |
| Capital Group Investment Management Pte. LTD. | 0.25% | No change | 14,929 | $1.1M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +6.0% | 14,839 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +13.7% | 14,709 | $1.1M |
| Oak Grove Capital LLC | 0.28% | Add +80.3% | 14,600 | $1.1M |
| Whittier Trust Co. | 0.02% | No change | 14,546 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -86.5% | 14,123 | $1.1M |
| Investment Management Corp of Ontario | 0.03% | Add +38.3% | 14,087 | $1.1M |
| Gotham Asset Management | 0.01% | Add +54.4% | 13,936 | $1.1M |
| Ninepoint Partners LP | 0.11% | No change | 13,829 | $1.1M |
| DC Investments Management, LLC | 0.88% | No change | 13,776 | $1.0M |
| Cwm, LLC | 0.00% | Add +9.1% | 13,759 | $1.0M |
| Focus Partners Wealth | 0.00% | New | 13,762 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.3% | 13,661 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +49.4% | 13,638 | $1.0M |
| Nomura Holdings Inc. | 0.01% | Reduce -60.5% | 13,433 | $1.0M |
| Fiduciary Trust Co | 0.02% | Reduce -8.0% | 13,200 | $1.0M |
| Marion Wealth Management | 0.29% | Add +3.1% | 13,157 | $1.0M |
| Stephens Inc. | 0.01% | Add +6.4% | 12,930 | $983K |
| Silvia McColl Wealth Management, LLC | 0.80% | Reduce -3.0% | 12,647 | $962K |
| Stableford Capital II LLC | 0.38% | Reduce -0.8% | 12,334 | $959K |
| HB Wealth Management, LLC | 0.01% | Add +23.1% | 12,573 | $956K |
| UMB Bank, n.a. | 0.02% | Reduce -6.1% | 12,573 | $956K |
| Lester Murray Antman dba SimplyRich | 0.30% | Add +1.2% | 12,558 | $955K |
| Trivium Point Advisory, LLC | 0.14% | Add +7.3% | 12,533 | $953K |
| V-Square Quantitative Management LLC | 0.15% | Reduce -8.6% | 12,321 | $937K |
| Teacher Retirement System of Texas | 0.01% | Reduce -84.4% | 12,292 | $935K |
| Stonegate Investment Group, LLC | 0.03% | Add +13.7% | 12,243 | $931K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 12,200 | $928K |
| Spirepoint Private Client, LLC | 0.13% | Reduce -11.3% | 12,133 | $923K |
| Ti-Trust, Inc. | 0.71% | No change | 12,040 | $916K |
| Quotient Wealth Partners, LLC | 0.03% | Add +119.3% | 11,949 | $909K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -24.1% | 11,707 | $890K |
| Meeder Advisory Services, Inc. | 0.06% | Add +36.9% | 11,381 | $866K |
| Vident Advisory, LLC | 0.02% | Add +28.9% | 11,365 | $864K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +0.9% | 11,235 | $855K |
| HighPoint Advisor Group LLC | 0.05% | Add +8.4% | 10,627 | $852K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -24.1% | 11,175 | $850K |
| West Wealth Group, LLC | 0.30% | Add +0.9% | 11,134 | $847K |
| Walleye Capital LLC | 0.01% | Reduce -37.6% | 11,109 | $845K |
| Vontobel Holding Ltd. | 0.00% | Reduce -12.1% | 11,072 | $842K |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -11.7% | 11,069 | $842K |
| Cooper Financial Group | 0.12% | Add +14.1% | 11,059 | $841K |
| Aviso Financial Inc. | 0.05% | — | 11,000 | $837K |
| Brown Advisory Inc. | 0.00% | Add +74.0% | 10,994 | $836K |
| Bleakley Financial Group, LLC | 0.02% | Add +3.6% | 10,894 | $829K |
| Simplicity Wealth,LLC | 0.02% | Add +3.8% | 10,894 | $829K |
| Spirit of America Management Corp. | 0.17% | Add +4.9% | 10,750 | $818K |
| Prudential PLC | 0.01% | No change | 10,721 | $815K |
| Parallel Advisors, LLC | 0.02% | Add +17.4% | 10,638 | $809K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -19.6% | 10,629 | $808K |
| Ignite Planners, LLC | 0.20% | Add +5.0% | 10,604 | $807K |
| Intrua Financial, LLC | 0.13% | Add +2.1% | 10,598 | $806K |
| Old National Bancorp | 0.02% | Reduce -1.6% | 10,582 | $805K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +2.9% | 10,477 | $797K |
| Diligent Investors, LLC | 0.19% | No change | 10,330 | $786K |
| Obermeyer Wealth Partners | 0.04% | Add +2.9% | 10,279 | $782K |
| My Legacy Advisors, LLC | 0.25% | Add +0.6% | 10,266 | $781K |
| Walleye Trading LLC | 0.02% | Add +124.3% | 10,240 | $779K |
| West Paces Advisors Inc. | 0.20% | Reduce -0.5% | 10,212 | $777K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.7% | 10,206 | $776K |
| Quaero Capital S.A. | 1.70% | No change | 10,130 | $770K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -3.7% | 10,024 | $769K |
| Grove Bank & Trust | 0.12% | Add +15.4% | 10,096 | $768K |
| CHICAGO TRUST Co NA | 0.16% | Reduce -13.4% | 10,068 | $766K |
| OneDigital Investment Advisors LLC | 0.01% | Add +90.1% | 10,014 | $762K |
| Hartree Partners, LP | 0.19% | New | 10,000 | $761K |
| Advisor OS, LLC | 0.08% | Add +54.2% | 10,000 | $761K |
| Westmount Partners, LLC | 0.25% | Add +0.1% | 10,000 | $750K |
| Empowered Funds, LLC | 0.01% | Reduce -1.0% | 9,793 | $745K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -14.6% | 9,781 | $744K |
| Mechanics Bank Trust Department | 0.11% | Add +2.6% | 9,740 | $741K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +10.3% | 9,674 | $736K |
| Cohen Klingenstein LLC | 0.03% | No change | 9,600 | $730K |
| Claro Advisors Inc. | 0.11% | Add +9.9% | 9,569 | $728K |
| Gradient Investments LLC | 0.02% | Add +1.1% | 9,398 | $715K |
| Asset Dedication, LLC | 0.05% | Reduce -5.9% | 9,360 | $712K |
| Coppell Advisory Solutions LLC | 0.12% | — | 9,299 | $707K |
| Strategic Investment Advisors / MI | 0.09% | Reduce -1.7% | 9,239 | $703K |
| Bessemer Group Inc. | 0.00% | Add +1.7% | 9,185 | $699K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +2.1% | 9,163 | $697K |
| Allworth Financial LP | 0.00% | Add +10.3% | 8,937 | $693K |
| Compound Planning, Inc. | 0.05% | Add +33.7% | 9,035 | $687K |
| Venturi Wealth Management, LLC | 0.04% | Add +4.1% | 8,904 | $677K |
| Prudent Man Advisors, LLC | 0.24% | Add +3.5% | 8,902 | $677K |
| Cohen Capital Management, Inc. | 0.12% | No change | 8,800 | $669K |
| Iams Wealth Management, LLC | 0.36% | Add +14.7% | 8,659 | $659K |
| Private Advisor Group, LLC | 0.00% | Add +0.9% | 8,603 | $654K |
| Chesapeake Capital Corp. | 0.85% | New | 8,513 | $647K |
| Cambria Investment Management, L.P. | 0.04% | New | 8,513 | $647K |
| Aaron Wealth Advisors LLC | 0.09% | Add +6.7% | 8,352 | $635K |
| Mendel Money Management | 0.30% | Reduce -1.1% | 8,331 | $634K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -2.2% | 8,322 | $633K |
| Greenleaf Trust | 0.01% | Add +2.7% | 8,289 | $630K |
| Gilman Hill Asset Management, LLC | 0.11% | Reduce -9.6% | 8,283 | $630K |
| Salem Investment Counselors Inc. | 0.02% | No change | 8,080 | $620K |
| GAMMA Investing LLC | 0.08% | Add +59.0% | 8,130 | $618K |
| MAI Capital Management | 0.01% | Add +16.9% | 8,108 | $617K |
| Rwa Wealth Partners, LLC | 0.01% | Add +54.1% | 7,950 | $605K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -9.5% | 7,949 | $605K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +1.6% | 7,948 | $605K |
| Centaurus Financial, Inc. | 0.04% | Add +9.8% | 7,896 | $601K |
| Avestar Capital, LLC | 0.07% | Add +143.5% | 7,882 | $600K |
| Evergreen Capital Management LLC | 0.02% | Add +14.0% | 7,792 | $598K |
| Smith, Moore & Co. | 0.06% | Reduce -0.4% | 7,842 | $596K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,820 | $595K |
| Alan B Lancz & Associates, Inc. | 0.59% | — | 7,800 | $593K |
| Burford Brothers, Inc. | 0.34% | New | 7,704 | $586K |
| Principal Securities, Inc. | 0.02% | Add +17.3% | 7,667 | $583K |
| Qtron Investments LLC | 0.08% | No change | 7,651 | $582K |
| Safeguard Investment Advisory Group, LLC | 0.18% | Add +0.0% | 7,622 | $580K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +2.8% | 7,605 | $578K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | New | 7,599 | $578K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -45.5% | 7,507 | $576K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +34.5% | 7,418 | $564K |
| Wealth Alliance, LLC | 0.07% | Add +8.4% | 7,413 | $564K |
| AE Wealth Management LLC | 0.01% | Add +41.0% | 7,347 | $559K |
| Zions Bancorporation, N.A. | 0.04% | Reduce -39.9% | 7,285 | $554K |
| Rockland Trust Co. | 0.03% | Reduce -2.7% | 7,236 | $550K |
| Ariston Services Group | 0.53% | Reduce -0.2% | 7,228 | $550K |
| A. D. Beadell Investment Counsel, Inc. | 0.46% | New | 7,210 | $548K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +3.3% | 7,169 | $545K |
| Brighton Jones LLC | 0.02% | Reduce -1.4% | 7,157 | $544K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.5% | 7,137 | $543K |
| Legacy Capital Wealth Partners, LLC | 0.14% | New | 6,979 | $531K |
| Independent Advisor Alliance | 0.02% | Add +23.6% | 6,915 | $526K |
| Heritage Wealth Management, Inc. | 0.18% | — | 6,867 | $523K |
| Advisory Alpha, LLC | 0.02% | Add +1.1% | 6,860 | $522K |
| Siemens Fonds Invest GmbH | 0.04% | Add +4.3% | 6,855 | $521K |
| Everpar Advisors LLC | 0.26% | Add +21.8% | 6,806 | $518K |
| Tiaa Trust, National Association | 0.00% | Add +34.6% | 6,804 | $518K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.21% | No change | 6,798 | $517K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.1% | 6,792 | $517K |
| Banco Santander, S.A. | 0.01% | Reduce -24.8% | 6,781 | $516K |
| Advanced Portfolio Management, LLC | 0.34% | No change | 6,769 | $515K |
| ELCO Management Co., LLC | 0.30% | Reduce -53.2% | 6,760 | $514K |
| Central Pacific Bank - Trust Division | 0.06% | Add +8.8% | 6,760 | $514K |
| Stanley-Laman Group, Ltd. | 0.07% | Add +1.4% | 6,737 | $512K |
| Signaturefd, LLC | 0.01% | Add +6.5% | 6,723 | $511K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.3% | 6,708 | $510K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.4% | 6,703 | $510K |
| Applied Finance Capital Management, LLC | 0.02% | Add +67.2% | 6,644 | $505K |
| Csenge Advisory Group | 0.03% | Reduce -2.9% | 6,609 | $503K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.6% | 6,243 | $501K |
| Checchi Capital Advisers, LLC | 0.04% | Add +7.5% | 6,580 | $500K |
| Cigna Investments Inc. | 0.09% | Reduce -0.9% | 6,567 | $500K |
| LVM Capital Management Ltd. | 0.06% | Add +0.9% | 6,522 | $496K |
| Synovus Financial Corp. | 0.01% | Add +20.7% | 6,463 | $492K |
| SYSTM Wealth Solutions LLC | 0.11% | Add +4.1% | 6,437 | $491K |
| Zacks Investment Management | 0.01% | Reduce -14.0% | 6,425 | $489K |
| Hodges Capital Management Inc. | 0.03% | Add +113.3% | 6,400 | $487K |
| Greenline Partners, LLC | 0.07% | Reduce -1.7% | 6,468 | $485K |
| Old Port Advisors | 0.14% | Add +0.5% | 6,373 | $485K |
| NorthRock Partners, LLC | 0.02% | Add +3.7% | 6,320 | $485K |
| MJP Associates Inc. | 0.10% | Reduce -0.6% | 6,370 | $484K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +2.0% | 6,271 | $481K |
| Quadrant Capital Group LLC | 0.04% | Add +5.2% | 6,290 | $478K |
| Mosley Wealth Management | 0.40% | Add +11.2% | 6,251 | $475K |
| Financial Management Professionals, Inc. | 0.06% | Add +25.4% | 6,221 | $473K |
| Sigma Planning Corp | 0.01% | Add +4.7% | 6,128 | $466K |
| Wimmer Associates 1, LLC | 0.24% | No change | 6,124 | $466K |
| Financial Perspectives, Inc | 0.17% | Add +0.7% | 6,087 | $463K |
| Savant Capital, LLC | 0.00% | Add +18.8% | 6,069 | $462K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.5% | 6,032 | $459K |
| Sompo Asset Management Co., Ltd. | 0.08% | No change | 6,030 | $459K |
| Daymark Wealth Partners, LLC | 0.02% | Add +37.1% | 6,022 | $458K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -6.6% | 6,094 | $457K |
| Searle & Co. | 0.11% | No change | 6,000 | $456K |
| GYL Financial Synergies, LLC | 0.04% | Add +0.2% | 5,998 | $456K |
| Larson Financial Group LLC | 0.03% | Add +381.4% | 5,993 | $456K |
| Pointe Capital Management LLC | 0.28% | No change | 5,988 | $455K |
| Florida Trust Wealth Management Co | 0.02% | Add +6.5% | 5,789 | $440K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Reduce -0.6% | 5,788 | $440K |
| Mgo One Seven LLC | 0.02% | Add +21.2% | 5,759 | $438K |
| Sepio Capital, LP | 0.04% | Reduce -0.3% | 5,628 | $428K |
| Diversified Trust Co. | 0.01% | New | 5,624 | $428K |
| Clearstead Advisors, LLC | 0.01% | Add +323.0% | 5,613 | $427K |
| Cross Staff Investments Inc | 0.35% | No change | 5,600 | $426K |
| Chesapeake Asset Management LLC | 0.41% | Reduce -2.9% | 5,568 | $424K |
| Heartland Bank & Trust Co | 0.24% | Add +4.3% | 5,559 | $423K |
| Bokf, NA | 0.01% | Add +1027.6% | 5,559 | $423K |
| IHT Wealth Management, LLC | 0.02% | Add +3.0% | 5,551 | $422K |
| Presima Securities ULC | 0.09% | No change | 5,550 | $422K |
| Opus Capital Group, LLC | 0.06% | Reduce -2.3% | 5,518 | $420K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +0.9% | 5,500 | $418K |
| Fulton Bank, N.A. | 0.02% | Add +11.9% | 5,468 | $416K |
| Wedmont Private Capital | 0.03% | Add +13.8% | 5,398 | $416K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | Reduce -5.9% | 5,456 | $415K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | New | 5,449 | $414K |
| Prossimo Advisors, LLC | 0.37% | New | 5,435 | $413K |
| Vance Wealth, LLC | 0.17% | Add +0.2% | 5,419 | $412K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +0.7% | 5,385 | $410K |
| MGB Wealth Management, LLC | 0.15% | Reduce -18.5% | 5,300 | $408K |
| Neumann Capital Management, LLC | 0.14% | No change | 5,347 | $407K |
| Bank of Hawaii | 0.02% | No change | 5,327 | $405K |
| Fisher Asset Management | 0.00% | Add +83.0% | 5,311 | $404K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.6% | 5,282 | $402K |
| Harbour Investments, Inc. | 0.01% | Add +4.0% | 5,281 | $402K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.19% | Reduce -86.9% | 5,236 | $401K |
| Chesapeake Wealth Management | 0.15% | Add +1.6% | 5,266 | $401K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +24.4% | 5,041 | $387K |
| Weatherly Asset Management L. P. | 0.04% | No change | 5,026 | $385K |
| NWF Advisory Services Inc. | 0.06% | Add +0.1% | 5,045 | $384K |
| Financial Alternatives, Inc | 0.29% | No change | 5,038 | $383K |
| Cerro Pacific Wealth Advisors LLC | 0.15% | — | 5,021 | $382K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -16.3% | 4,990 | $380K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.6% | 4,984 | $379K |
| Transcend Capital Advisors, LLC | 0.03% | Add +2.8% | 4,983 | $379K |
| Perennial Investment Advisors, LLC | 0.05% | Add +2.8% | 4,963 | $377K |
| First Foundation Advisors | 0.01% | No change | 4,945 | $376K |
| Etesian Wealth Advisors, Inc. | 0.21% | Reduce -6.3% | 4,940 | $376K |
| Frank, Rimerman Advisors LLC | 0.03% | Add +20483.3% | 4,940 | $376K |
| AIMZ Investment Advisors, LLC | 0.13% | No change | 4,910 | $373K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -3.8% | 4,910 | $373K |
| Strait & Sound Wealth Management LLC | 0.19% | Reduce -3.7% | 4,890 | $372K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Add +2.8% | 4,882 | $371K |
| Syon Capital LLC | 0.03% | Reduce -3.5% | 4,842 | $368K |
| AMG National Trust Bank | 0.01% | Reduce -8.5% | 4,833 | $368K |
| SCP Investment, LP | 0.23% | Add +3.7% | 4,800 | $365K |
| Centre Asset Management, LLC | 0.08% | Reduce -25.0% | 4,711 | $358K |
| Edge Financial Advisors LLC | 0.37% | Add +3.7% | 4,706 | $358K |
| Capital Advisors Inc. | 0.01% | Reduce -3.3% | 4,700 | $357K |
| Rothschild Investment LLC | 0.02% | Reduce -0.5% | 4,643 | $353K |
| D.B. Root & Company, LLC | 0.12% | Add +44.4% | 4,628 | $352K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.5% | 4,625 | $352K |
| Associated Banc-Corp | 0.01% | Reduce -3.9% | 4,612 | $351K |
| FineMark National Bank & Trust | 0.01% | No change | 4,600 | $350K |
| Mraz, Amerine & Associates, Inc. | 0.07% | No change | 4,591 | $349K |
| EntryPoint Capital, LLC | 0.16% | Add +239.0% | 4,549 | $346K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +29.3% | 4,542 | $345K |
| Marble Harbor Investment Counsel, LLC | 0.04% | No change | 4,500 | $342K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -5.1% | 4,491 | $342K |
| US Asset Management LLC | 0.31% | Reduce -4.9% | 4,484 | $341K |
| Jackson Square Capital, LLC | 0.08% | Reduce -12.7% | 4,438 | $338K |
| Brown Brothers Harriman & Co. | 0.00% | Add +420.0% | 4,420 | $336K |
| Jacobi Capital Management LLC | 0.03% | Add +2.7% | 4,420 | $336K |
| Graypoint LLC | 0.02% | Reduce -6.2% | 4,355 | $331K |
| Premier Path Wealth Partners, LLC | 0.06% | Add +0.4% | 4,351 | $331K |
| Beck Mack & Oliver LLC | 0.01% | Add +0.9% | 4,339 | $330K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +4.8% | 4,326 | $329K |
| Sierra Summit Advisors LLC | 0.08% | Add +11.6% | 4,324 | $329K |
| AA Financial Advisors, LLC | 0.12% | Reduce -1.3% | 4,324 | $329K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -13.2% | 4,324 | $329K |
| Manchester Financial Inc. | 0.08% | Reduce -3.2% | 4,302 | $327K |
| Lake Street Advisors Group, LLC | 0.02% | Add +9.3% | 4,233 | $325K |
| Los Angeles Capital Management LLC | 0.00% | No change | 4,251 | $323K |
| Leisure Capital Management | 0.15% | No change | 4,244 | $323K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 4,240 | $322K |
| Conning Inc. | 0.01% | Add +3.8% | 4,184 | $318K |
| Aptus Capital Advisors, LLC | 0.01% | Add +15.4% | 4,166 | $317K |
| GTS Securities LLC | 0.01% | New | 4,146 | $315K |
| Aviso Wealth Management | 0.18% | Reduce -0.2% | 4,096 | $312K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -59.7% | 4,143 | $311K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +13.7% | 4,089 | $311K |
| Davidson Trust Co. | 0.21% | Add +5.5% | 4,060 | $309K |
| Pitcairn Co. | 0.02% | Add +14.4% | 4,047 | $308K |
| Lakeshore Financial Planning, Inc. | 0.15% | Add +1.3% | 4,022 | $306K |
| Signature Wealth Management Partners, LLC | 0.23% | No change | 4,020 | $306K |
| Marcum Wealth, LLC | 0.03% | Add +3.5% | 4,019 | $306K |
| DRW Securities, LLC | 0.02% | New | 4,002 | $304K |
| JBR Co Financial Management Inc | 0.21% | No change | 4,000 | $304K |
| Cornerstone Planning Group LLC | 0.09% | Add +0.1% | 3,854 | $303K |
| Private Trust Co. NA | 0.03% | Add +18.8% | 3,925 | $299K |
| Vicus Capital | 0.03% | Reduce -6.5% | 3,924 | $298K |
| Faithward Advisors, LLC | 0.05% | Add +11.7% | 3,919 | $298K |
| Banque Cantonale Vaudoise | 0.01% | Add +265.9% | 3,911 | $298K |
| Williamson Legacy Group, LLC | 0.22% | Reduce -1.7% | 3,907 | $297K |
| Benjamin Edwards Inc. | 0.06% | Add +6.0% | 3,907 | $297K |
| Marshall Wace, LLP | 0.00% | Reduce -93.8% | 3,904 | $297K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +32.2% | 3,707 | $297K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -2.7% | 3,900 | $297K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.02% | New | 3,900 | $297K |
| Plancorp, LLC | 0.01% | Reduce -2.0% | 3,900 | $297K |
| Simmons Bank | 0.02% | Reduce -8.3% | 3,880 | $295K |
| Symmetry Partners, LLC | 0.02% | No change | 3,879 | $295K |
| Patten & Patten Inc. | 0.02% | No change | 3,876 | $295K |
| Veltria Advisors Corp. | 0.11% | Reduce -20.9% | 3,857 | $293K |
| First American Trust, FSB | 0.03% | Reduce -2.1% | 3,829 | $291K |
| Cedrus LLC | 0.15% | Reduce -3.5% | 3,813 | $290K |
| Rosenberg Matthew Hamilton | 0.09% | Reduce -1.7% | 3,868 | $290K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +18.9% | 3,806 | $289K |
| Check Capital Management Inc. | 0.02% | No change | 3,799 | $289K |
| LJI Wealth Management, LLC | 0.06% | Reduce -0.5% | 3,798 | $289K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +4.0% | 3,794 | $289K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -8.3% | 3,762 | $288K |
| SOL Capital Management CO | 0.03% | Add +26.7% | 3,777 | $287K |
| Archer Investment Corp | 0.08% | Add +1.4% | 3,768 | $287K |
| Global Retirement Partners, LLC | 0.01% | Add +20.1% | 3,742 | $285K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +16.7% | 3,742 | $285K |
| Centric Wealth Management | 0.08% | No change | 3,613 | $284K |
| Shelton Capital Management | 0.01% | No change | 3,724 | $283K |
| Patten Group, Inc. | 0.07% | Add +4.3% | 3,718 | $283K |
| Continuum Advisory, LLC | 0.04% | Add +0.4% | 3,609 | $275K |
| Ballentine Partners, LLC | 0.01% | Reduce -6.0% | 3,589 | $273K |
| Von Berge Wealth Management Group, LLC | 0.17% | Reduce -12.1% | 3,615 | $271K |
| Morningstar Investment Services LLC | 0.00% | New | 3,553 | $270K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +1.3% | 3,536 | $269K |
| Fortem Financial Group, LLC | 0.12% | Reduce -3.8% | 3,523 | $268K |
| Pring Turner Capital Group Inc. | 0.19% | No change | 3,502 | $266K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.3% | 3,489 | $265K |
| Congress Park Capital LLC | 0.11% | Add +18.0% | 3,480 | $265K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.2% | 3,448 | $262K |
| Empire Financial Management Company, LLC | 0.09% | No change | 3,444 | $262K |
| Center For Asset Management LLC | 0.17% | Reduce -0.8% | 3,431 | $261K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.2% | 3,407 | $259K |
| Oak Asset Management, LLC | 0.09% | Reduce -2.9% | 3,400 | $259K |
| Cable Hill Partners, LLC | 0.03% | New | 3,372 | $259K |
| Cidel Asset Management Inc. | 0.02% | Add +4.5% | 3,373 | $257K |
| Weil Company, Inc. | 0.09% | No change | 3,304 | $251K |
| Childress Capital Advisors, LLC | 0.07% | Add +14.7% | 3,303 | $251K |
| Merit Financial Group, LLC | 0.01% | Reduce -26.3% | 3,301 | $251K |
| Atwood & Palmer Inc. | 0.02% | No change | 3,300 | $251K |
| Lakeridge Wealth Management LLC | 0.15% | Add +0.1% | 3,275 | $249K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.6% | 3,275 | $249K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 3,258 | $248K |
| Rossmore Private Capital | 0.03% | No change | 3,258 | $248K |
| Councilor Wealth, LLC | 0.13% | No change | 3,256 | $248K |
| 1ST Source Bank | 0.01% | Reduce -16.1% | 3,250 | $247K |
| Great Lakes Advisors, LLC | 0.00% | New | 3,250 | $247K |
| RB Capital Management, LLC | 0.07% | Reduce -0.6% | 3,237 | $246K |
| Regatta Capital Group, LLC | 0.05% | No change | 3,230 | $246K |
| SimpliFi, Inc. | 0.11% | Add +0.9% | 3,225 | $245K |
| PFG Advisors | 0.02% | New | 3,202 | $244K |
| IFP Advisors, Inc | 0.01% | Reduce -19.7% | 3,190 | $243K |
| Busey Bank | 0.01% | Reduce -1.1% | 3,132 | $238K |
| Biechele Royce Advisors | 0.08% | No change | 3,130 | $238K |
| Bailard, Inc. | 0.01% | Reduce -4.5% | 3,105 | $236K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.3% | 3,080 | $234K |
| Bank of Stockton | 0.07% | Reduce -6.1% | 3,078 | $234K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -31.9% | 3,050 | $232K |
| Brookstone Capital Management | 0.00% | Reduce -2.2% | 2,971 | $231K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -71.3% | 3,007 | $229K |
| SVB Wealth LLC | 0.01% | Reduce -39.3% | 3,009 | $229K |
| Wellington Shields & Co., LLC | 0.07% | No change | 3,000 | $228K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 3,000 | $228K |
| Vaughan David Investments LLC | 0.01% | No change | 2,992 | $228K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.1% | 2,971 | $226K |
| CX Institutional | 0.01% | New | 2,922 | $222K |
| Pachira Investments Inc. | 0.20% | New | 2,901 | $221K |
| Colonial Trust Co / SC | 0.04% | Add +13.5% | 2,886 | $220K |
| Fingerlakes Wealth Management, Inc. | 0.20% | Reduce -12.5% | 2,880 | $219K |
| Pacific Sage Partners, LLC | 0.05% | Add +0.1% | 2,866 | $218K |
| Brooklyn Investment Group | 0.09% | No change | 3,054 | $218K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 2,858 | $217K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,851 | $217K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,836 | $216K |
| Edgestream Partners, L.P. | 0.01% | Reduce -75.6% | 2,835 | $216K |
| New Covenant Trust Company, N.A. | 0.25% | No change | 2,772 | $215K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -5.9% | 2,816 | $214K |
| Rappaport Reiches Capital Management, LLC | 0.06% | Add +0.7% | 2,812 | $214K |
| EWG Elevate Inc. | 0.08% | New | 2,807 | $213K |
| Gallacher Capital Management LLC | 0.11% | No change | 2,804 | $213K |
| Clarius Group, LLC | 0.01% | Reduce -11.5% | 2,789 | $212K |
| King Luther Capital Management Corp. | 0.00% | Reduce -20.5% | 2,787 | $212K |
| FC Advisory LLC | 0.08% | New | 2,777 | $211K |
| Davies Financial Advisors, Inc. | 0.20% | New | 2,762 | $210K |
| Telos Capital Management, Inc. | 0.02% | Reduce -6.4% | 2,760 | $210K |
| Fortress Wealth Management, Inc. | 0.11% | New | 2,748 | $209K |
| Howland Capital Management LLC | 0.01% | New | 2,726 | $209K |
| Capital Advisory Group Advisory Services, LLC | 0.09% | Reduce -26.0% | 2,747 | $209K |
| Blue Trust, Inc. | 0.00% | Add +165.2% | 2,896 | $208K |
| Sentry Investment Management LLC | 0.09% | Reduce -17.0% | 2,736 | $208K |
| RDA Financial Network | 0.07% | New | 2,729 | $208K |
| Montag A & Associates Inc. | 0.01% | No change | 2,700 | $207K |
| Commerzbank Aktiengesellschaft | 0.01% | New | 2,714 | $207K |
| North Star Asset Management Inc. | 0.01% | New | 2,720 | $207K |
| Schechter Investment Advisors, LLC | 0.02% | New | 2,689 | $205K |
| 626 Financial, LLC | 0.12% | New | 2,680 | $204K |
| First Interstate Bank | 0.01% | New | 2,678 | $204K |
| Mission Wealth Management, LP | 0.01% | New | 2,664 | $203K |
| Dash Acquisitions Inc. | 0.06% | New | 2,604 | $202K |
| Rehmann Capital Advisory Group | 0.01% | New | 2,646 | $201K |
| Doliver Advisors, LP | 0.06% | New | 2,643 | $201K |
| Caxton Associates LP | 0.01% | New | 2,643 | $201K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,642 | $201K |
| HBW Advisory Services LLC | 0.03% | New | 2,640 | $201K |
| PDS Planning, Inc | 0.02% | Reduce -17.3% | 2,634 | $200K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | Add +7.4% | 2,610 | $199K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 2,610 | $199K |
| First Horizon Advisors, Inc. | 0.01% | Add +237.4% | 2,578 | $196K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.2% | 2,419 | $184K |
| ORG Partners LLC | 0.02% | New | 2,400 | $180K |
| Richardson Financial Services Inc. | 0.13% | Reduce -7.2% | 2,320 | $176K |
| Lindbrook Capital, LLC | 0.02% | Add +19.6% | 2,314 | $176K |
| Platinum Investment Management Ltd. | 0.01% | Add +12.1% | 2,247 | $171K |
| WFA of San Diego, LLC | 0.15% | — | 2,184 | $166K |
| Front Row Advisors LLC | 0.06% | No change | 2,155 | $165K |
| HM Payson & Co. | 0.00% | No change | 2,144 | $163K |
| GeoWealth Management, LLC | 0.01% | Add +49.6% | 2,134 | $162K |
| Caldwell Trust Co | 0.02% | Reduce -5.9% | 2,066 | $157K |
| Cromwell Holdings LLC | 0.09% | — | 2,026 | $155K |
| Heritage Wealth Advisors | 0.01% | No change | 2,042 | $155K |
| McIlrath & Eck, LLC | 0.02% | Reduce -3.2% | 2,007 | $153K |
| Nemes Rush Group LLC | 0.02% | No change | 2,000 | $152K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,811 | $138K |
| Alta Advisers Ltd | 0.07% | No change | 1,800 | $137K |
| Independence Bank of Kentucky | 0.04% | No change | 1,755 | $133K |
| Kepos Capital LP | 0.05% | Reduce -32.0% | 1,754 | $133K |
| Triad Wealth Partners, LLC | 0.07% | New | 1,688 | $128K |
| New Millennium Group LLC | 0.08% | New | 1,676 | $127K |
| MCF Advisors LLC | 0.01% | No change | 1,652 | $126K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -15.4% | 1,636 | $125K |
| Realta Investment Advisors | 0.02% | Add +0.1% | 1,627 | $124K |
| Tidemark, LLC | 0.06% | No change | 1,627 | $124K |
| Western Pacific Wealth Management, LP | 0.09% | Reduce -0.6% | 1,609 | $122K |
| SRH Advisors, LLC | 0.04% | No change | 1,600 | $122K |
| Tsfg, LLC | 0.03% | No change | 1,566 | $119K |
| Pacifica Partners Inc. | 0.05% | Add +3.5% | 1,552 | $117K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,526 | $116K |
| Kimelman & Baird, LLC | 0.01% | — | 1,500 | $114K |
| Tucker Asset Management LLC | 0.02% | Reduce -71.3% | 1,460 | $111K |
| General Partner, Inc. | 0.07% | No change | 1,450 | $110K |
| DT Investment Partners, LLC | 0.01% | No change | 1,435 | $109K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.16% | Add +103.1% | 1,432 | $109K |
| Core Alternative Capital | 0.02% | Reduce -0.1% | 1,417 | $108K |
| JDM Financial Group LLC | 0.07% | No change | 1,400 | $106K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,382 | $105K |
| Gen-Wealth Partners Inc | 0.05% | Add +2.1% | 1,341 | $102K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 1,300 | $99K |
| Pin Oak Investment Advisors Inc. | 0.09% | No change | 1,274 | $97K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -3.8% | 1,271 | $97K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,258 | $96K |
| M&R Capital Management Inc. | 0.02% | No change | 1,250 | $95K |
| Pacific Center for Financial Services | 0.03% | No change | 1,228 | $93K |
| Ossiam | 0.00% | Reduce -88.9% | 1,223 | $93K |
| Adirondack Trust Co. | 0.04% | No change | 1,170 | $89K |
| Valley Wealth Managers, Inc. | 0.01% | Add +4.6% | 1,134 | $86K |
| American Capital Advisory, LLC | 0.06% | Add +100.0% | 1,110 | $83K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Reduce -50.5% | 1,079 | $83K |
| Motco | 0.00% | No change | 1,078 | $82K |
| Smartleaf Asset Management LLC | 0.01% | Add +67.6% | 1,066 | $81K |
| Gleason Group, Inc. | 0.02% | Add +0.9% | 1,057 | $80K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -63.7% | 1,032 | $79K |
| Beacon Capital Management, LLC | 0.01% | Reduce -6.9% | 1,028 | $78K |
| West Branch Capital LLC | 0.03% | Reduce -35.5% | 1,019 | $77K |
| Park Place Capital Corp | 0.02% | No change | 1,010 | $77K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.5% | 977 | $74K |
| Briaud Financial Planning Inc | 0.04% | No change | 980 | $74K |
| Loomis Sayles & Co. L P | 0.00% | Add +7.1% | 968 | $74K |
| North Star Investment Management Corp. | 0.01% | Reduce -31.0% | 969 | $74K |
| Creative Capital Management Investments LLC | 0.03% | No change | 928 | $71K |
| Private Wealth Management Group, LLC | 0.03% | No change | 918 | $70K |
| Deseret Mutual Benefit Administrators | 0.03% | Add +13.6% | 902 | $69K |
| GHP Investment Advisors, Inc. | 0.00% | Add +81.0% | 894 | $68K |
| CVA Family Office, LLC | 0.01% | Add +1.5% | 893 | $68K |
| Orion Capital Management LLC | 0.03% | No change | 872 | $66K |
| Institutional & Family Asset Management, LLC | 0.01% | Add +10.7% | 867 | $66K |
| Quent Capital, LLC | 0.01% | Reduce -11.1% | 861 | $65K |
| Smithfield Trust Co | 0.00% | Reduce -28.6% | 848 | $65K |
| Bruce G. Allen Investments, LLC | 0.05% | Add +0.8% | 838 | $64K |
| Citadel Advisors | 0.00% | Reduce -99.8% | 838 | $64K |
| MV Capital Management, Inc. | 0.01% | Reduce -22.0% | 831 | $63K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 800 | $61K |
| Arax Advisory Partners | 0.01% | New | 802 | $61K |
| Broadwater Capital Management LLC | 0.05% | No change | 800 | $61K |
| Janiczek Wealth Management, LLC | 0.01% | Add +17.7% | 737 | $56K |
| Jones Financial Companies LLLP | 0.00% | Add +25.9% | 729 | $55K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | No change | 680 | $52K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.9% | 678 | $52K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.8% | 663 | $50K |
| Emfo, LLC | 0.04% | No change | 660 | $50K |
| International Assets Investment Management, LLC | 0.00% | New | 641 | $49K |
| Rakuten Securities, Inc. | 0.02% | Add +1666.7% | 636 | $48K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 634 | $48K |
| Coston, McIsaac & Partners | 0.02% | Add +0.5% | 632 | $48K |
| Creative Financial Designs Inc. | 0.00% | Add +1542.1% | 624 | $47K |
| Horrell Capital Management, Inc. | 0.01% | No change | 600 | $46K |
| Spire Wealth Management | 0.00% | Reduce -4.3% | 599 | $46K |
| Geneos Wealth Management Inc. | 0.00% | Add +147.7% | 587 | $45K |
| Trust Co. of Vermont | 0.00% | Reduce -14.6% | 586 | $45K |
| Bank of New Hampshire | 0.01% | No change | 584 | $44K |
| Frazier Financial Advisors, LLC | 0.03% | Add +6.5% | 573 | $44K |
| Rational Advisors, Inc. | 0.00% | Reduce -5.7% | 561 | $43K |
| Manchester Capital Management LLC | 0.01% | Add +112.6% | 555 | $42K |
| Crewe Advisors LLC | 0.00% | Reduce -16.5% | 553 | $42K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -7.0% | 520 | $40K |
| Mather Group, Llc. | 0.00% | Reduce -26.2% | 546 | $39K |
| Nvwm, LLC | 0.01% | Add +97.7% | 504 | $39K |
| Opal Wealth Advisors, LLC | 0.01% | New | 507 | $39K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -16.7% | 500 | $38K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 498 | $38K |
| Capital Analysts, LLC | 0.00% | No change | 494 | $37K |
| Riverview Trust Co | 0.04% | Reduce -33.7% | 484 | $37K |
| Empirical Asset Management, LLC | 0.01% | New | 11,435 | $37K |
| SouthState Bank Corp | 0.00% | Add +900.0% | 470 | $36K |
| Evermay Wealth Management LLC | 0.01% | No change | 458 | $35K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.6% | 456 | $35K |
| Financial Connections Group, Inc. | 0.02% | New | 458 | $34K |
| Ofi Invest Asset Management | 0.00% | Add +17.5% | 477 | $34K |
| Avior Wealth Management, LLC | 0.00% | Reduce -56.6% | 437 | $33K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 432 | $33K |
| Covestor Ltd | 0.02% | Add +15.4% | 412 | $31K |
| Country Trust Bank | 0.00% | No change | 402 | $31K |
| Monetary Management Group Inc. | 0.01% | No change | 400 | $30K |
| Wolverine Asset Management LLC | 0.00% | No change | 400 | $30K |
| Bangor Savings Bank | 0.00% | Reduce -29.2% | 398 | $30K |
| Family Firm, Inc. | 0.01% | New | 394 | $30K |
| Essex Investment Management Co. LLC | 0.01% | No change | 390 | $30K |
| MilWealth Group LLC | 0.01% | No change | 388 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 380 | $29K |
| PrairieView Partners, LLC | 0.00% | No change | 376 | $28K |
| Dogwood Wealth Management LLC | 0.02% | Add +1.2% | 340 | $26K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 339 | $26K |
| Clear Investment Research, LLC | 0.03% | Add +0.6% | 328 | $25K |
| Silvant Capital Management LLC | 0.00% | No change | 304 | $23K |
| Leonteq Securities AG | 0.00% | Reduce -47.8% | 304 | $23K |
| Pingora Partners LLC | 0.02% | Add +141.7% | 290 | $22K |
| GW&K Investment Management, LLC | 0.00% | Add +33.5% | 267 | $20K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -55.0% | 260 | $20K |
| Versant Capital Management, Inc | 0.00% | Reduce -9.3% | 252 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 240 | $18K |
| Concord Wealth Partners | 0.00% | Reduce -39.1% | 238 | $18K |
| Semmax Financial Advisors Inc. | 0.01% | New | 228 | $18K |
| United Community Bank | 0.01% | No change | 230 | $17K |
| Logan Capital Management Inc. | 0.00% | No change | 224 | $17K |
| City State Bank | 0.01% | No change | 222 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -18.0% | 209 | $16K |
| Fairscale Capital, LLC | 0.01% | — | 208 | $16K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 205 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +7.5% | 202 | $15K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 200 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $15K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -98.4% | 199 | $15K |
| Northwest Capital Management Inc | 0.01% | No change | 198 | $15K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -28.4% | 202 | $15K |
| TCTC Holdings, LLC | 0.00% | Reduce -2.0% | 196 | $15K |
| SWS Partners | 0.00% | New | 190 | $14K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 188 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Add +5.7% | 187 | $14K |
| CNB Bank | 0.01% | No change | 182 | $14K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Add +400.0% | 180 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Add +6.2% | 171 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 171 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -21.3% | 170 | $13K |
| Private Ocean, LLC | 0.00% | Add +2.4% | 170 | $13K |
| Key Financial Inc | 0.00% | No change | 168 | $13K |
| LRI Investments, LLC | 0.00% | No change | 158 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 156 | $12K |
| Raffa Wealth Management, LLC | 0.00% | No change | 152 | $12K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -87.0% | 150 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 150 | $11K |
| Abound Wealth Management | 0.00% | Add +7.3% | 148 | $11K |
| Chris Bulman Inc | 0.01% | — | 146 | $11K |
| CGC Financial Services, LLC | 0.00% | No change | 138 | $10K |
| Eagle Bay Advisors LLC | 0.01% | Add +39.4% | 131 | $10K |
| Valley National Advisers Inc. | 0.00% | Reduce -3.5% | 140 | $10K |
| West Oak Capital, LLC | 0.00% | No change | 130 | $10K |
| Addison Advisors LLC | 0.00% | New | 130 | $10K |
| St Germain D J Co. Inc. | 0.00% | Reduce -2.3% | 130 | $10K |
| Fairway Wealth LLC | 0.01% | New | 128 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 116 | $9K |
| Sachetta, LLC | 0.00% | Add +194.6% | 109 | $9K |
| WR Wealth Planners, LLC | 0.00% | Add +9.6% | 114 | $9K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 118 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 108 | $8K |
| First Pacific Financial | 0.00% | No change | 102 | $8K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +5.2% | 102 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 100 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 100 | $8K |
| NBT Bank, N.A. | 0.00% | No change | 100 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +34.7% | 97 | $7K |
| Global Financial Private Client, LLC | 0.00% | No change | 96 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 91 | $7K |
| Compass Wealth Management LLC | 0.00% | New | 90 | $7K |
| HighMark Wealth Management LLC | 0.00% | Add +23.9% | 88 | $7K |
| RFP Financial Group LLC | 0.00% | New | 88 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Add +133.3% | 84 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 84 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | Add +44.4% | 78 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 78 | $6K |
| Towne Trust Company, N.A | 0.00% | No change | 76 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 68 | $5K |
| Planning Capital Management Corp | 0.00% | No change | 67 | $5K |
| Avion Wealth | 0.00% | Add +11.4% | 78 | $5K |
| Estabrook Capital Management | 0.00% | No change | 64 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 60 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 56 | $4K |
| Penserra Capital Management LLC | 0.00% | No change | 51 | $4K |
| TFC Financial Management, Inc. | 0.00% | Reduce -5.5% | 52 | $4K |
| Old Second National Bank of Aurora | 0.00% | No change | 52 | $4K |
| Global Wealth Strategies & Associates | 0.00% | No change | 50 | $4K |
| Halpern Financial, Inc. | 0.00% | No change | 50 | $4K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| Highline Wealth Partners LLC | 0.00% | Add +11.4% | 49 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -29.0% | 49 | $4K |
| Criterion Capital Advisors, LLC | 0.00% | No change | 48 | $4K |
| Hartford Financial Management Inc. | 0.00% | Reduce -16.1% | 47 | $4K |
| Painted Porch Advisors LLC | 0.00% | New | 42 | $3K |
| Denver PWM, LLC | 0.00% | New | 40 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 33 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 29 | $2K |
| Unique Wealth Strategies, LLC | 0.00% | New | 30 | $2K |
| Fairman Group, LLC | 0.00% | No change | 26 | $2K |
| Creekmur Asset Management LLC | 0.00% | New | 26 | $2K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 20 | $2K |
| True Wealth Design, LLC | 0.00% | Add +35.7% | 19 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 18 | $1K |
| Webster Bank, N. A. | 0.00% | Reduce -78.8% | 18 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 14 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 7 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $761 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 10 | $761 |
| Transcendent Capital Group LLC | 0.00% | New | 10 | $761 |
| WestEnd Advisors, LLC | 0.00% | Reduce -10.0% | 9 | $685 |
| Belpointe Asset Management LLC | 0.00% | New | 9 | $675 |
| Castleview Partners, LLC | 0.00% | No change | 6 | $456 |
| ClariVest Asset Management LLC | 0.00% | New | 5 | $380 |
| Y.D. More Investments Ltd | 0.00% | New | 165 | $33 |
"% of holder's portfolio" is SRE's weight in each manager's 13F, not the share of Sempra the manager owns.