Suncor EnergySU
13F holders, Q2 2024 (June 30)633holders +38
88new positions
49sold out
11famous investors
$38.27avg. 13F price*
At the end of Q2 2024, 633 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, up 38 from Q1 2024. 88 opened new positions and 49 sold out. The largest holders were Royal Bank of Canada ($2.4B), Sanders Capital, LLC ($2.2B) and Elliott Investment Management ($2.0B). 11 famous investors held it, including Paul Singer (20.0% of Elliott Investment Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Suncor Energy Inc.
- CUSIP
- 867224107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $439.5M |
| Exits | 49 | $507.3M |
All 13F filers, Q1 2024 → Q2 2024: 68,350,687 shares bought and 67,193,280 shares sold, net +1,157,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 633 holders
| Royal Bank of Canada | 0.59% | Reduce -3.3% | 63,813,875 | $2.4B |
| Sanders Capital, LLC | 3.38% | Add +0.4% | 57,917,081 | $2.2B |
| Elliott Investment Management | 19.98% | No change | 52,670,800 | $2.0B |
| Vanguard Group Inc. | 0.04% | Add +1.1% | 51,776,841 | $2.0B |
| Dodge & Cox | 0.69% | Reduce -24.4% | 30,255,854 | $1.2B |
| T. Rowe Price Associates Inc. | 0.13% | Add +58.9% | 29,435,120 | $1.1B |
| TD Asset Management Inc | 1.00% | Reduce -1.0% | 28,224,426 | $1.1B |
| Invesco Ltd. | 0.23% | Add +28.1% | 28,064,069 | $1.1B |
| Bank of Montreal | 0.31% | Reduce -13.9% | 26,310,376 | $1.0B |
| Manufacturers Life Insurance Company, The | 0.90% | Add +5.0% | 25,134,149 | $956.8M |
| Artisan Partners Limited Partnership | 1.40% | Reduce -0.6% | 24,218,219 | $923.3M |
| Massachusetts Financial Services Co. | 0.27% | Add +1.6% | 23,048,048 | $878.1M |
| Cibc World Market Inc. | 2.09% | Reduce -25.5% | 22,089,750 | $841.6M |
| 1832 Asset Management L.P. | 1.48% | Reduce -3.4% | 21,407,640 | $815.6M |
| Toronto Dominion Bank | 1.11% | Add +3.4% | 18,212,767 | $693.9M |
| Arrowstreet Capital, Limited Partnership | 0.61% | Add +14.6% | 18,122,298 | $690.7M |
| Mackenzie Financial Corp. | 0.85% | Reduce -3.4% | 14,967,891 | $570.6M |
| Bank of Nova Scotia | 1.12% | Add +7.8% | 14,872,068 | $566.9M |
| CIBC Asset Management Inc | 1.87% | Add +0.1% | 13,761,922 | $524.3M |
| BlackRock Inc. | 0.01% | Reduce -3.0% | 12,692,845 | $483.6M |
| FMR LLC | 0.03% | Reduce -17.5% | 11,972,508 | $456.4M |
| Beutel, Goodman & Co Ltd. | 2.32% | Reduce -14.2% | 11,459,446 | $436.7M |
| Goldman Sachs Group Inc. | 0.08% | Add +5.1% | 10,786,684 | $411.0M |
| Dimensional Fund Advisors LP | 0.10% | Reduce -0.2% | 10,144,521 | $386.5M |
| Federation des caisses Desjardins du Quebec | 2.06% | Add +182.7% | 10,133,026 | $384.8M |
| National Bank of Canada | 0.51% | Add +60.7% | 8,661,861 | $328.9M |
| Assenagon Asset Management S.A. | 0.79% | Add +90.9% | 8,299,876 | $316.2M |
| Morgan Stanley | 0.02% | Reduce -9.3% | 7,969,952 | $303.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.26% | Add +27.6% | 7,865,624 | $299.9M |
| Lyrical Asset Management LP | 4.63% | Reduce -2.0% | 5,532,273 | $288.5M |
| Barclays PLC | 0.13% | Add +80.5% | 7,332,753 | $279.4M |
| Wells Fargo & Company | 0.07% | Add +3.5% | 7,085,792 | $270.0M |
| Alberta Investment Management Corp | 2.66% | Reduce -9.2% | 6,292,350 | $239.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -7.1% | 6,169,155 | $235.0M |
| Canada Pension Plan Investment Board | 0.23% | Reduce -33.1% | 6,018,891 | $229.4M |
| Bank of America Corp. | 0.02% | Reduce -28.3% | 5,715,332 | $217.8M |
| Principal Financial Group Inc. | 0.13% | Add +25.7% | 5,643,431 | $215.1M |
| Geode Capital Management, LLC | 0.02% | Add +4.3% | 5,477,799 | $212.5M |
| Legal & General Group Plc | 0.05% | Reduce -5.9% | 5,047,524 | $192.4M |
| Capital Research Global Investors | 0.04% | Reduce 0.0% | 4,862,930 | $185.4M |
| UBS Group AG | 0.05% | Reduce -21.3% | 4,565,735 | $174.0M |
| Amundi | 0.06% | Add +2.9% | 4,178,507 | $163.1M |
| TD Waterhouse Canada Inc. | 1.46% | Reduce -2.3% | 4,240,800 | $163.0M |
| Scotia Capital Inc. | 0.94% | Reduce -2.2% | 4,216,928 | $160.2M |
| Charles Schwab Investment Management Inc. | 0.03% | New | 4,187,740 | $159.6M |
| Swiss National Bank | 0.10% | Reduce -0.9% | 3,862,592 | $147.1M |
| Cardinal Capital Management, Inc. | 5.41% | Reduce -0.4% | 3,693,847 | $140.7M |
| Royal London Asset Management Ltd. | 0.36% | Reduce -11.3% | 3,660,945 | $139.5M |
| Letko, Brosseau & Associates Inc. | 2.62% | Reduce -3.9% | 3,622,651 | $138.1M |
| Franklin Resources Inc. | 0.04% | Reduce -6.0% | 3,590,340 | $136.8M |
| Voloridge Investment Management, LLC | 0.48% | Add +18.4% | 3,399,704 | $129.5M |
| Locust Wood Capital Advisers, LLC | 4.74% | Add +9.2% | 3,368,939 | $128.4M |
| Brown Advisory Inc. | 0.16% | Add +0.2% | 3,304,406 | $125.9M |
| Agf Management Ltd. | 0.66% | Reduce -9.1% | 2,519,115 | $118.6M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -14.8% | 3,034,502 | $115.6M |
| Russell Investments Group, Ltd. | 0.18% | Reduce -2.9% | 2,959,698 | $112.8M |
| Balyasny Asset Management L.P. | 0.28% | Add +77.5% | 2,785,144 | $106.1M |
| Guardian Capital LP | 3.93% | Reduce -10.6% | 2,735,328 | $104.2M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 6.67% | Reduce -0.6% | 2,284,698 | $87.1M |
| Intact Investment Management Inc. | 2.95% | Add +19.4% | 2,065,914 | $78.7M |
| Lazard Asset Management LLC | 0.10% | Reduce -7.0% | 1,843,088 | $70.2M |
| Allianz Asset Management GmbH | 0.11% | Add +69.5% | 1,784,555 | $68.0M |
| Check Capital Management Inc. | 4.79% | Reduce -0.2% | 1,717,673 | $65.4M |
| Focus Partners Wealth | 0.20% | Add +82.3% | 1,560,634 | $59.5M |
| Barings LLC | 1.43% | Add +21.4% | 1,523,300 | $58.0M |
| Recurrent Investment Advisors LLC | 5.97% | Add +1.9% | 1,462,914 | $56.7M |
| ARGA Investment Management, LP | 1.99% | No change | 1,484,872 | $56.6M |
| Korea Investment CORP | 0.14% | Add +59.1% | 1,482,033 | $56.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.0% | 1,435,074 | $54.7M |
| Fiera Capital Corp | 0.16% | Add +27.4% | 1,388,946 | $53.0M |
| Neuberger Berman Group LLC | 0.04% | Add +4.8% | 1,285,641 | $49.0M |
| FIL Ltd | 0.05% | Add +2.3% | 1,271,786 | $48.5M |
| Clark Capital Management Group, Inc. | 0.35% | Add +86.2% | 1,253,430 | $47.8M |
| Addenda Capital Inc. | 1.75% | Reduce -3.3% | 854,658 | $44.6M |
| Merewether Investment Management, LP | 2.23% | New | 1,109,400 | $42.3M |
| Two Sigma Investments, LP | 0.10% | Reduce -20.0% | 1,109,007 | $42.3M |
| D. E. Shaw & Co. | 0.06% | Add +16919.1% | 1,072,204 | $40.9M |
| Qube Research & Technologies Ltd | 0.08% | Add +685.7% | 1,069,531 | $40.7M |
| KGH Ltd | 2.49% | No change | 1,066,353 | $40.6M |
| Deutsche Bank AG | 0.02% | Add +6.5% | 1,035,827 | $39.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 968,276 | $36.9M |
| Natixis Advisors, LLC | 0.08% | Add +1.7% | 956,795 | $36.5M |
| Yaupon Capital Management LP | 3.24% | Reduce -13.1% | 954,226 | $36.4M |
| Janus Henderson Group PLC | 0.02% | Reduce -12.5% | 918,784 | $35.0M |
| State of Tennessee, Department of Treasury | 0.12% | Add +5.4% | 843,333 | $32.1M |
| Nicola Wealth Management LTD. | 2.85% | No change | 611,722 | $31.9M |
| Northern Trust Corp. | 0.01% | Reduce -1.7% | 826,414 | $31.5M |
| Fisher Asset Management | 0.01% | Add +11331.7% | 800,793 | $30.5M |
| Ruffer LLP | 1.29% | Add +7.1% | 787,401 | $30.0M |
| Alyeska Investment Group, L.P. | 0.17% | New | 754,210 | $28.7M |
| Pacer Advisors, Inc. | 0.07% | Reduce -5.1% | 744,146 | $28.4M |
| Two Sigma Advisers, LP | 0.06% | Add +15.5% | 736,540 | $28.1M |
| Van Eck Associates Corp. | 0.04% | Reduce -9.2% | 710,539 | $27.1M |
| DekaBank Deutsche Girozentrale | 0.05% | Reduce -0.4% | 697,941 | $26.5M |
| Mufg Securities (canada), LTD. | 1.71% | Add +101481.2% | 680,594 | $25.9M |
| NewEdge Wealth, LLC | 0.56% | Add +9.2% | 679,927 | $25.9M |
| Triasima Portfolio Management inc. | 2.34% | New | 670,000 | $25.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.8% | 656,635 | $25.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 3.03% | Reduce -3.9% | 653,503 | $24.9M |
| American Century Companies Inc. | 0.02% | Add +0.3% | 653,752 | $24.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +12.5% | 639,798 | $24.4M |
| Jane Street Group, LLC | 0.03% | Reduce -21.8% | 635,654 | $24.2M |
| First Foundation Advisors | 0.83% | Reduce -5.0% | 570,554 | $21.7M |
| Quadrature Capital Ltd | 0.36% | Reduce -61.3% | 562,400 | $21.4M |
| Rempart Asset Management Inc. | 4.08% | Reduce -0.3% | 543,487 | $20.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.7% | 537,070 | $20.5M |
| Hillsdale Investment Management Inc. | 1.60% | Add +812.4% | 532,546 | $20.3M |
| O'shaughnessy Asset Management, LLC | 0.21% | Add +2.3% | 526,704 | $20.1M |
| Nexus Investment Management ULC | 2.09% | Reduce -24.5% | 521,250 | $19.9M |
| Bank of Nova Scotia Trust Co. | 2.18% | Reduce -5.8% | 513,488 | $19.6M |
| Bridgewater Associates | 0.09% | New | 460,998 | $17.6M |
| Guinness Asset Management LTD | 0.36% | Reduce -3.4% | 451,826 | $17.2M |
| Corient Private Wealth LP | 0.03% | Add +2.9% | 431,391 | $16.4M |
| Raymond James & Associates | 0.01% | Reduce -9.0% | 425,763 | $16.2M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -1.8% | 412,649 | $16.0M |
| Covalis Capital LLP | 2.14% | New | 412,247 | $15.7M |
| River Road Asset Management, LLC | 0.21% | Reduce -45.2% | 393,308 | $15.0M |
| Twin Tree Management, LP | 0.42% | New | 377,185 | $14.4M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.74% | Reduce -4.1% | 387,675 | $14.2M |
| Crossmark Global Holdings, Inc. | 0.27% | Reduce -2.1% | 371,385 | $14.2M |
| Panview Asian Equity Master Fund | 3.26% | Reduce -17.1% | 339,000 | $12.9M |
| Wellington Management Group LLP | 0.00% | Add +4.5% | 334,827 | $12.8M |
| Segall Bryant & Hamill, LLC | 0.22% | Add +43.7% | 328,447 | $12.5M |
| SIR Capital Management, L.P. | 1.20% | New | 316,113 | $12.0M |
| AustralianSuper Pty Ltd | 0.07% | Reduce -29.0% | 313,814 | $12.0M |
| Alliancebernstein L.P. | 0.00% | Add +202.8% | 307,715 | $11.7M |
| Meixler Investment Management, Ltd. | 8.63% | Reduce -0.9% | 294,488 | $11.2M |
| Woodson Capital Management, LP | 2.15% | Reduce -22.1% | 288,170 | $11.0M |
| Arcadia Investment Management Corp. | 1.81% | Add +0.7% | 277,680 | $10.6M |
| Cubist Systematic Strategies, LLC | 0.18% | Add +398.0% | 276,376 | $10.5M |
| LPL Financial LLC | 0.01% | Add +9.6% | 270,342 | $10.3M |
| Greenfield Seitz Capital Management, LLC | 3.80% | Reduce -1.8% | 269,489 | $10.3M |
| Guardian Capital Advisors LP | 1.08% | Reduce -11.2% | 269,437 | $10.2M |
| Acadian Asset Management LLC | 0.03% | New | 264,425 | $10.1M |
| Gilder Gagnon Howe & Co. LLC | 0.12% | Reduce -2.8% | 257,491 | $9.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -0.5% | 256,224 | $9.7M |
| Creative Planning | 0.01% | Add +3.3% | 250,035 | $9.5M |
| Sei Investments Co. | 0.01% | Add +57.8% | 248,867 | $9.5M |
| Millennium Management | 0.01% | Add +1960.1% | 247,728 | $9.4M |
| Easterly Investment Partners LLC | 0.82% | Reduce -8.5% | 246,279 | $9.4M |
| Verition Fund Management LLC | 0.08% | Reduce -25.6% | 238,125 | $9.1M |
| Interval Partners, LP | 0.26% | New | 235,129 | $9.0M |
| Maryland State Retirement & Pension System | 0.16% | Add +12.4% | 232,313 | $8.9M |
| Northwest & Ethical Investments L.P. | 0.25% | Reduce -3.1% | 232,065 | $8.8M |
| Cidel Asset Management Inc. | 0.68% | Add +1.1% | 229,145 | $8.7M |
| Citadel Advisors | 0.01% | Reduce -71.8% | 218,087 | $8.3M |
| Voya Investment Management LLC | 0.01% | Add +18.7% | 214,093 | $8.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +23.4% | 213,036 | $8.1M |
| Kornitzer Capital Management Inc. | 0.15% | Reduce -3.3% | 207,610 | $7.9M |
| Onex Canada Asset Management Inc. | 0.89% | Reduce -16.1% | 194,680 | $7.8M |
| Keating Investment Counselors Inc. | 2.48% | Reduce -4.0% | 202,391 | $7.7M |
| Pekin Hardy Strauss, Inc. | 1.02% | Reduce -13.3% | 194,970 | $7.4M |
| Mediolanum International Funds Ltd | 0.12% | Reduce -1.1% | 204,694 | $7.3M |
| USS Investment Management Ltd | 0.06% | No change | 187,600 | $7.1M |
| Ontario Teachers Pension Plan Board | 0.07% | New | 184,205 | $7.0M |
| Susquehanna Fundamental Investments, LLC | 0.16% | New | 183,600 | $7.0M |
| Heronetta Management, L.P. | 4.40% | No change | 132,000 | $6.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +184.0% | 179,773 | $6.9M |
| Public Sector Pension Investment Board | 0.04% | Reduce -5.9% | 174,298 | $6.6M |
| Hennessy Advisors Inc. | 0.25% | Reduce -3.9% | 174,060 | $6.6M |
| PCJ Investment Counsel Ltd. | 2.73% | Add +123.4% | 172,440 | $6.6M |
| Parallax Volatility Advisers, L.P. | 0.19% | Reduce -13.9% | 171,734 | $6.5M |
| Fairbanks Capital Management, Inc. | 3.86% | Add +2.9% | 154,084 | $5.9M |
| Blair William & Co. | 0.02% | Reduce -2.9% | 153,687 | $5.9M |
| Citigroup Inc. | 0.01% | Add +2.9% | 151,501 | $5.8M |
| JARISLOWSKY, FRASER Ltd | 0.03% | Reduce -16.2% | 146,664 | $5.6M |
| First Trust Advisors LP | 0.01% | Add +11.4% | 145,495 | $5.5M |
| Prospector Partners LLC | 0.66% | No change | 145,425 | $5.5M |
| Utah Retirement Systems | 0.07% | Reduce -6.2% | 144,137 | $5.5M |
| Gold Investment Management Ltd. | 2.31% | Add +0.5% | 143,584 | $5.5M |
| Man Group plc | 0.01% | Add +214.3% | 142,998 | $5.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 137,810 | $5.3M |
| Miller Howard Investments Inc. | 0.17% | Reduce -47.1% | 136,803 | $5.2M |
| Bienville Capital Management, LLC | 1.25% | No change | 136,500 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -80.3% | 134,526 | $5.1M |
| Louisbourg Investments Inc. | 1.43% | Reduce -17.6% | 133,943 | $5.1M |
| Aviso Financial Inc. | 0.28% | — | 134,137 | $5.1M |
| Aldebaran Capital, LLC | 4.54% | Reduce -2.0% | 127,670 | $4.9M |
| Caxton Associates LP | 0.18% | New | 119,766 | $4.6M |
| Gabelli Funds LLC | 0.04% | Add +8.4% | 119,700 | $4.6M |
| Stock Yards Bank & Trust Co. | 0.15% | Reduce -9.9% | 119,362 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Add +574.3% | 116,033 | $4.4M |
| Eagle Global Advisors LLC | 0.23% | Add +2.3% | 115,044 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +88.3% | 111,897 | $4.3M |
| Ritholtz Wealth Management | 0.14% | Add +4.8% | 109,955 | $4.2M |
| Inlet Private Wealth, LLC | 1.12% | Reduce -0.2% | 107,455 | $4.1M |
| K.J. Harrison & Partners Inc | 0.67% | Reduce -0.2% | 107,427 | $4.1M |
| Harvest Portfolios Group Inc. | 0.16% | Add +4.3% | 106,586 | $4.1M |
| Manning & Napier Advisors LLC | 0.05% | — | 105,833 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -58.1% | 102,733 | $3.9M |
| CW Advisors, LLC | 0.06% | Add +1152.8% | 100,260 | $3.8M |
| US Bancorp \de | 0.01% | Add +1.8% | 99,440 | $3.8M |
| Empowered Funds, LLC | 0.06% | Add +22.7% | 97,748 | $3.7M |
| Graham Capital Management, L.P. | 0.23% | New | 95,374 | $3.6M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -15.9% | 95,186 | $3.6M |
| Wasatch Advisors LP | 0.02% | Reduce -22.8% | 95,100 | $3.6M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 91,392 | $3.6M |
| Pacifica Partners Inc. | 1.55% | Reduce -2.2% | 91,917 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -16.0% | 94,349 | $3.6M |
| Surience Private Wealth LLC | 4.55% | New | 92,819 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +8.2% | 92,292 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Reduce -10.0% | 90,461 | $3.4M |
| Trek Financial, LLC | 0.25% | New | 83,638 | $3.2M |
| CoreCommodity Management, LLC | 1.22% | Add +34.0% | 82,700 | $3.2M |
| Ninepoint Partners LP | 0.34% | Reduce -92.5% | 82,148 | $3.1M |
| X-Square Capital, LLC | 1.10% | Add +0.5% | 79,664 | $3.0M |
| Walleye Trading LLC | 0.06% | Add +1239.3% | 78,793 | $3.0M |
| VELA Investment Management, LLC | 1.06% | Add +0.9% | 78,328 | $3.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +16.6% | 77,434 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +133.2% | 76,651 | $2.9M |
| HSBC Holdings PLC | 0.00% | Reduce -91.4% | 76,178 | $2.9M |
| Synovus Financial Corp. | 0.04% | Add +0.9% | 72,852 | $2.8M |
| Metis Global Partners, LLC | 0.10% | Add +7.4% | 72,760 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +32.8% | 71,504 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.9% | 68,735 | $2.6M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.87% | Reduce -0.9% | 68,000 | $2.6M |
| Harvey Capital Management Inc. | 0.67% | Add +1019.4% | 67,163 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -1.7% | 66,554 | $2.5M |
| CSS LLC | 0.55% | Reduce -23.2% | 66,232 | $2.5M |
| Icon Advisers Inc. | 0.57% | No change | 65,000 | $2.5M |
| Walleye Capital LLC | 0.03% | Add +783.0% | 65,133 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | — | 62,123 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -18.4% | 64,254 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -18.4% | 64,254 | $2.4M |
| Investment Management Corp of Ontario | 0.06% | Add +0.5% | 61,870 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +8.5% | 60,357 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.4% | 58,837 | $2.2M |
| Horizon Kinetics Asset Management LLC | 0.04% | Reduce -1.4% | 58,344 | $2.2M |
| Mariner, LLC | 0.00% | Add +11.3% | 57,536 | $2.2M |
| Montgomery Investment Management Inc. | 0.87% | No change | 57,400 | $2.2M |
| Epacria Capital Partners, LLC | 1.59% | No change | 56,400 | $2.1M |
| Vident Advisory, LLC | 0.06% | New | 56,121 | $2.1M |
| Marshall Wace, LLP | 0.00% | Reduce -72.5% | 55,700 | $2.1M |
| Heartland Advisors Inc. | 0.12% | Reduce -1.9% | 54,522 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | Add +486.5% | 54,411 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.1% | 54,059 | $2.1M |
| Manhattan West Asset Management, LLC | 0.55% | Reduce -9.0% | 53,732 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +7.7% | 52,076 | $2.0M |
| Quarry LP | 0.85% | Add +73.0% | 51,678 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | Add +169.4% | 51,110 | $1.9M |
| Aviva PLC | 0.01% | Reduce -0.9% | 49,323 | $1.9M |
| United Services Automobile Association | 0.05% | Add +3.6% | 49,223 | $1.9M |
| AMG National Trust Bank | 0.05% | Reduce -27.0% | 49,210 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +57.5% | 49,000 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +21.0% | 48,823 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Reduce -8.6% | 47,884 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -2.3% | 47,334 | $1.8M |
| Bessemer Group Inc. | 0.00% | No change | 46,530 | $1.8M |
| Amova Asset Management Americas, Inc. | 0.02% | Reduce -23.3% | 46,509 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -98.5% | 46,509 | $1.8M |
| Sabal Trust CO | 0.11% | Reduce -0.3% | 46,481 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -17.6% | 45,810 | $1.7M |
| Beverly Hills Private Wealth, LLC | 0.38% | Add +58.5% | 45,320 | $1.7M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -1.4% | 44,493 | $1.7M |
| State Street Corp. | 0.00% | Reduce -8.8% | 43,983 | $1.7M |
| Centiva Capital, LP | 0.08% | New | 43,128 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +15.7% | 43,191 | $1.6M |
| Assetmark, Inc. | 0.01% | Add +0.7% | 42,753 | $1.6M |
| Engineers Gate Manager LP | 0.04% | New | 42,537 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 42,416 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -6.0% | 42,036 | $1.6M |
| CenterBook Partners LP | 0.10% | Reduce -10.8% | 42,024 | $1.6M |
| PKO Investment Management Joint-Stock Co | 0.20% | Reduce -13.9% | 42,000 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 41,961 | $1.6M |
| GTS Securities LLC | 0.03% | Reduce -50.4% | 41,344 | $1.6M |
| Tortoise Capital Advisors, L.L.C. | 0.02% | No change | 40,528 | $1.5M |
| UniSuper Management Pty Ltd | 0.01% | Add +60.4% | 29,200 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +52.8% | 39,593 | $1.5M |
| Simmons Bank | 0.11% | Add +4.7% | 39,066 | $1.5M |
| Canoe Financial LP | 0.03% | No change | 40,211 | $1.5M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -2.0% | 38,258 | $1.5M |
| Two Sigma Securities, LLC | 0.07% | New | 38,089 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +5.6% | 37,356 | $1.4M |
| Sumitomo Life Insurance Co. | 0.03% | New | 36,692 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | New | 36,692 | $1.4M |
| King Luther Capital Management Corp. | 0.01% | New | 36,143 | $1.4M |
| AXA S.A. | 0.00% | Add +8.3% | 35,499 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +2.9% | 35,336 | $1.3M |
| Gradient Investments LLC | 0.03% | Reduce -0.3% | 35,136 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.15% | Add +75.2% | 35,118 | $1.3M |
| Quinn Opportunity Partners LLC | 0.15% | Reduce -31.7% | 34,920 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.09% | New | 34,533 | $1.3M |
| Caption Management, LLC | 0.14% | New | 34,000 | $1.3M |
| Qtron Investments LLC | 0.19% | No change | 33,833 | $1.3M |
| Cullen Investment Group, LTD. | 0.20% | Reduce -3.2% | 32,844 | $1.3M |
| Intech Investment Management LLC | 0.02% | Reduce -63.0% | 32,399 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 31,962 | $1.2M |
| Trexquant Investment LP | 0.02% | New | 31,199 | $1.2M |
| State of Wyoming | 0.19% | Add +575.7% | 31,014 | $1.2M |
| GS Investments, Inc. | 0.55% | No change | 30,828 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +55.3% | 30,761 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 29,897 | $1.1M |
| Wolverine Trading, LLC | 0.02% | Reduce -59.0% | 29,409 | $1.1M |
| Maverick Capital | 0.02% | Add +246.9% | 29,310 | $1.1M |
| Prudential PLC | 0.01% | Reduce -95.3% | 28,794 | $1.1M |
| Everett Harris & Co. | 0.01% | Add +21.0% | 28,761 | $1.1M |
| Gotham Asset Management | 0.01% | New | 28,510 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 28,000 | $1.1M |
| Caprock Group, LLC | 0.04% | New | 27,747 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +1.5% | 26,530 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -19.7% | 25,598 | $975K |
| Schechter Investment Advisors, LLC | 0.07% | Add +3.3% | 25,506 | $972K |
| Quantinno Capital Management LP | 0.02% | Add +50.8% | 25,306 | $964K |
| Mosaic Financial Group, LLC | 0.69% | No change | 25,142 | $958K |
| SIG North Trading, ULC | 0.25% | New | 25,081 | $956K |
| Lighthouse Investment Partners, LLC | 0.05% | New | 25,000 | $953K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | New | 24,901 | $949K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.2% | 24,193 | $922K |
| Cigna Investments Inc. | 0.17% | Reduce -0.0% | 24,090 | $918K |
| Sequent Planning LLC | 0.31% | Reduce -9.3% | 23,876 | $913K |
| SVB Wealth LLC | 0.02% | Reduce -1.5% | 23,950 | $912K |
| Credit Agricole S A | 0.01% | New | 23,800 | $907K |
| Mraz, Amerine & Associates, Inc. | 0.18% | Reduce -1.0% | 23,593 | $899K |
| True North Advisors, LLC | 0.24% | Reduce -4.5% | 23,556 | $897K |
| Versor Investments LP | 0.16% | New | 22,700 | $865K |
| Syon Capital LLC | 0.08% | Add +0.2% | 22,621 | $862K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.9% | 22,573 | $860K |
| Royal Fund Management, LLC | 0.11% | Add +7.6% | 22,300 | $850K |
| Titan Global Capital Management USA LLC | 0.13% | Reduce -1.1% | 22,157 | $844K |
| Mitchell & Pahl Private Wealth, LLC | 0.44% | Reduce -1.1% | 21,942 | $836K |
| Jones Financial Companies LLLP | 0.00% | Add +664.9% | 21,661 | $825K |
| Raymond James Trust N.A. | 0.02% | Reduce -1.1% | 21,641 | $825K |
| Allianz SE | 0.02% | New | 15,646 | $816K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -0.6% | 21,396 | $815K |
| Greenline Partners, LLC | 0.12% | No change | 21,224 | $811K |
| Huntington National Bank | 0.01% | Add +24.8% | 21,056 | $802K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.6% | 20,635 | $786K |
| AQR Capital Management | 0.00% | Add +66.0% | 20,605 | $785K |
| Vise Technologies, Inc. | 0.14% | Add +18.1% | 20,558 | $783K |
| Victory Capital Management Inc. | 0.00% | No change | 20,326 | $774K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +19.4% | 20,215 | $770K |
| Burney Co./ | 0.03% | Reduce -0.3% | 20,205 | $770K |
| Courier Capital LLC | 0.06% | No change | 20,025 | $763K |
| Delta Investment Management, LLC | 0.17% | No change | 19,983 | $761K |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 19,596 | $747K |
| Hantz Financial Services, Inc. | 0.01% | Add +2.6% | 19,479 | $742K |
| Capital World Investors | 0.00% | Add +98.3% | 19,366 | $738K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -0.8% | 19,313 | $736K |
| Mather Group, Llc. | 0.01% | Add +9.1% | 19,678 | $726K |
| Polar Asset Management Partners Inc. | 0.03% | New | 19,000 | $724K |
| SCP Investment, LP | 0.46% | New | 18,800 | $716K |
| Heritage Wealth Management, LLC | 0.39% | Reduce -18.8% | 18,656 | $711K |
| Heritage Family Offices, LLP | 0.39% | — | 18,656 | $711K |
| Evergreen Capital Management LLC | 0.03% | Reduce -4.0% | 18,610 | $709K |
| Arkadios Wealth Advisors | 0.05% | New | 18,600 | $709K |
| Knowledge Leaders Capital, LLC | 1.68% | Reduce -4.0% | 18,572 | $708K |
| Formidable Asset Management, LLC | 0.11% | Reduce -1.6% | 18,510 | $705K |
| Trust Co. of Toledo NA | 0.10% | Add +59.7% | 18,406 | $701K |
| TD Private Client Wealth LLC | 0.02% | Reduce -5.7% | 18,159 | $692K |
| Principal Securities, Inc. | 0.02% | Add +64.4% | 17,900 | $682K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.3% | 17,792 | $678K |
| Employees Retirement System of Texas | 0.01% | Add +72.4% | 17,763 | $677K |
| Investors Research Corp | 0.16% | No change | 17,752 | $676K |
| Driehaus Capital Management LLC | 0.01% | Add +60.9% | 17,700 | $675K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -16.6% | 17,508 | $667K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +20.1% | 16,261 | $620K |
| MQS Management LLC | 0.37% | New | 16,215 | $618K |
| Fox Run Management, L.L.C. | 0.12% | New | 16,202 | $617K |
| Lido Advisors, LLC | 0.01% | New | 16,154 | $615K |
| Sciencast Management LP | 0.21% | New | 16,051 | $612K |
| Tyler-Stone Wealth Management | 0.25% | Reduce -10.7% | 15,834 | $603K |
| Avantax Advisory Services, Inc. | 0.00% | New | 15,770 | $601K |
| Provenance Wealth Advisors, LLC | 0.08% | Reduce -1.0% | 15,194 | $579K |
| Certuity, LLC | 0.05% | No change | 15,092 | $575K |
| DAVENPORT & Co LLC | 0.00% | Reduce -26.5% | 14,973 | $570K |
| World Investment Advisors | 0.04% | Add +74.1% | 14,776 | $563K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.7% | 14,768 | $563K |
| Redwood Investment Management, LLC | 0.05% | New | 13,988 | $541K |
| Zions Bancorporation, N.A. | 0.04% | Reduce -13.8% | 14,179 | $540K |
| Inspire Advisors, LLC | 0.07% | Reduce -8.2% | 13,996 | $533K |
| Cresset Asset Management, LLC | 0.00% | Add +10.1% | 13,772 | $525K |
| Tidal Investments LLC | 0.01% | Add +5.3% | 13,764 | $524K |
| Kestra Advisory Services, LLC | 0.00% | Add +57.8% | 14,996 | $521K |
| M&T Bank Corp | 0.00% | Reduce -36.6% | 13,654 | $520K |
| Compound Planning, Inc. | 0.04% | Add +48.5% | 13,048 | $497K |
| Steph & Co. | 0.17% | Reduce -8.4% | 13,029 | $496K |
| Brandywine Trust Co. | 0.08% | No change | 13,000 | $495K |
| MAI Capital Management | 0.00% | Add +25.1% | 12,708 | $484K |
| 9258 Wealth Management, LLC | 0.07% | No change | 12,696 | $484K |
| Chase Investment Counsel Corp. | 0.17% | Add +7.2% | 12,666 | $482K |
| HRT Financial LP | 0.00% | New | 12,676 | $482K |
| 180 Wealth Advisors, LLC | 0.08% | Add +32.8% | 12,410 | $474K |
| First Financial Corp. | 0.24% | Reduce -1.5% | 12,167 | $463K |
| Aviance Capital Partners, LLC | 0.07% | Add +9.3% | 12,079 | $460K |
| Guinness Atkinson Asset Management Inc | 0.22% | Reduce -3.1% | 11,880 | $453K |
| OneDigital Investment Advisors LLC | 0.01% | New | 11,620 | $443K |
| Leuthold Group, LLC | 0.05% | Reduce -1.4% | 11,523 | $439K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 11,495 | $438K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 11,455 | $436K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 11,100 | $423K |
| Wahed Invest LLC | 0.08% | Add +7.0% | 15,137 | $422K |
| Gateway Investment Advisers LLC | 0.00% | No change | 10,978 | $418K |
| Crewe Advisors LLC | 0.05% | No change | 10,794 | $411K |
| Prelude Capital Management, LLC | 0.03% | Reduce -31.4% | 10,645 | $406K |
| Greenleaf Trust | 0.00% | Add +26.2% | 10,487 | $400K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 10,470 | $399K |
| Arden Trust Co | 0.06% | Reduce -5.1% | 10,376 | $395K |
| Morningstar Investment Services LLC | 0.00% | Reduce -0.5% | 10,354 | $394K |
| Atria Investments, Inc | 0.01% | New | 10,312 | $393K |
| Asset Dedication, LLC | 0.03% | No change | 10,000 | $381K |
| Core Alternative Capital | 0.08% | Add +0.6% | 9,891 | $377K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +253.7% | 9,887 | $377K |
| Van Den Berg Management I, Inc. | 0.11% | Reduce -5.6% | 9,798 | $373K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.0% | 9,692 | $369K |
| Avior Wealth Management, LLC | 0.02% | Reduce -16.5% | 9,602 | $366K |
| Hills Bank & Trust Co | 0.03% | Reduce -4.5% | 9,471 | $361K |
| CHICAGO TRUST Co NA | 0.07% | New | 9,306 | $355K |
| Claret Asset Management Corp | 0.06% | Reduce -27.7% | 9,283 | $354K |
| Candriam S.C.A. | 0.00% | Add +48.7% | 9,196 | $350K |
| Performance Wealth Partners, LLC | 0.01% | New | 9,139 | $348K |
| Nebula Research & Development LLC | 0.06% | New | 9,037 | $344K |
| Karpas Strategies, LLC | 0.11% | No change | 9,000 | $343K |
| First Trust Direct Indexing L.P. | 0.02% | Add +26.4% | 8,790 | $335K |
| Hara Capital LLC | 0.21% | No change | 8,755 | $334K |
| First Bank & Trust | 0.07% | Add +4.7% | 8,654 | $330K |
| Annandale Capital, LLC | 0.07% | No change | 8,525 | $325K |
| Ruggaard & Associates LLC | 0.15% | Add +7.7% | 8,430 | $321K |
| Brookstone Capital Management | 0.01% | New | 8,153 | $317K |
| Faithward Advisors, LLC | 0.06% | Reduce -0.8% | 8,293 | $316K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -10.2% | 8,144 | $310K |
| Dixon Mitchell Investment Counsel Inc. | 0.02% | Add +0.6% | 8,032 | $306K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -23.9% | 7,960 | $303K |
| Headlands Technologies LLC | 0.03% | New | 7,928 | $302K |
| Alan B Lancz & Associates, Inc. | 0.30% | — | 7,900 | $301K |
| Kathmere Capital Management, LLC | 0.03% | Add +25.7% | 7,821 | $298K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -39.5% | 7,786 | $296K |
| Checchi Capital Advisers, LLC | 0.02% | Add +6.6% | 7,768 | $296K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 9,228 | $296K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -47.0% | 7,720 | $294K |
| Spire Wealth Management | 0.01% | Add +1.7% | 7,702 | $293K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 7,695 | $293K |
| Advisory Services Network, LLC | 0.01% | Reduce -43.8% | 7,695 | $293K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,673 | $292K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -36.3% | 7,648 | $291K |
| Old National Bancorp | 0.01% | Reduce -1.8% | 7,616 | $290K |
| Merit Financial Group, LLC | 0.01% | Add +2.9% | 7,541 | $287K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 7,505 | $286K |
| Fox Hill Wealth Management | 0.17% | Reduce -1.6% | 7,484 | $285K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 7,382 | $281K |
| Northern Financial Advisors Inc | 0.22% | No change | 7,308 | $278K |
| Macquarie Group Ltd. | 0.00% | New | 7,300 | $278K |
| Hardy Reed LLC | 0.03% | New | 7,225 | $275K |
| Sawyer & Company, Inc | 0.11% | Reduce -1.0% | 7,192 | $274K |
| Clarius Group, LLC | 0.02% | Reduce -19.5% | 7,135 | $272K |
| Coldstream Capital Management Inc. | 0.01% | Add +6.8% | 7,132 | $272K |
| Quantitative Investment Management, LLC | 0.03% | Reduce -86.8% | 7,135 | $271K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.1% | 6,912 | $263K |
| Marex Group Ltd | 0.01% | New | 6,711 | $256K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 6,676 | $254K |
| Belmont Capital, LLC | 0.05% | No change | 6,592 | $251K |
| Grayhawk Investment Strategies Inc. | 1.14% | Reduce -8.4% | 4,804 | $251K |
| Arete Wealth Advisors, LLC | 0.02% | New | 6,512 | $248K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 6,500 | $248K |
| Cambiar Investors LLC | 0.01% | Reduce -98.9% | 6,480 | $247K |
| Good Life Advisors, LLC | 0.02% | Add +0.1% | 6,444 | $246K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +0.3% | 6,429 | $245K |
| Keystone Wealth Services, LLC | 0.08% | New | 6,418 | $245K |
| Fractal Investments LLC | 0.04% | No change | 6,400 | $244K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 6,250 | $238K |
| Banque Cantonale Vaudoise | 0.01% | No change | 6,210 | $236K |
| Freestone Capital Holdings, LLC | 0.01% | Add +10.1% | 6,118 | $233K |
| Choreo, LLC | 0.00% | New | 6,014 | $230K |
| Drive Wealth Management, LLC | 0.06% | Reduce -1.6% | 6,013 | $229K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 5,885 | $224K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 5,882 | $224K |
| Inscription Capital, LLC | 0.04% | Reduce -12.3% | 5,860 | $223K |
| Keel Point, LLC | 0.02% | New | 5,381 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.0% | 5,760 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -39.0% | 5,736 | $219K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -71.1% | 5,729 | $217K |
| Portland Investment Counsel Inc. | 0.08% | No change | 5,600 | $213K |
| Forum Financial Management, LP | 0.00% | Reduce -0.1% | 5,592 | $213K |
| Procyon Advisors, LLC | 0.02% | Reduce -3.8% | 5,541 | $211K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -15.3% | 5,472 | $208K |
| Value Partners Investments Inc. | 0.02% | Reduce -1.1% | 5,446 | $208K |
| HB Wealth Management, LLC | 0.00% | New | 5,434 | $207K |
| Ascentis Independent Advisors | 0.04% | — | 5,409 | $206K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,387 | $205K |
| Henshaw Capital LLC | 0.01% | New | 5,308 | $202K |
| Hilltop National Bank | 0.06% | No change | 5,270 | $201K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 5,000 | $192K |
| FNY Investment Advisers, LLC | 0.13% | New | 5,000 | $190K |
| Tacita Capital Inc | 0.13% | Add +162.7% | 4,978 | $190K |
| First Horizon Advisors, Inc. | 0.01% | Add +6.1% | 4,879 | $186K |
| Quadrant Capital Group LLC | 0.01% | Add +7.2% | 4,842 | $184K |
| Erste Asset Management GmbH | 0.00% | No change | 4,800 | $183K |
| Parallel Advisors, LLC | 0.00% | Add +2.0% | 4,765 | $182K |
| Farther Finance Advisors, LLC | 0.01% | Add +213.9% | 4,668 | $178K |
| Independence Bank of Kentucky | 0.05% | Reduce -8.4% | 4,625 | $176K |
| Cwm, LLC | 0.00% | Add +15.7% | 4,418 | $168K |
| Spirit of America Management Corp. | 0.03% | No change | 4,000 | $152K |
| Atlas Capital Advisors Inc. | 0.02% | Add +19.6% | 3,866 | $147K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -84.0% | 3,644 | $139K |
| Lindbrook Capital, LLC | 0.01% | Add +10.8% | 3,602 | $137K |
| SYSTM Wealth Solutions LLC | 0.03% | Reduce -76.4% | 3,256 | $124K |
| Blue Trust, Inc. | 0.00% | Add +11.0% | 3,278 | $121K |
| Chilton Capital Management LLC | 0.01% | Reduce -24.3% | 3,110 | $118K |
| Rhumbline Advisers | 0.00% | Reduce -14.9% | 3,021 | $115K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.5% | 2,854 | $114K |
| Point72 Asset Management | 0.00% | Reduce -99.8% | 2,572 | $98K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 2,550 | $97K |
| Riverview Trust Co | 0.09% | No change | 2,539 | $97K |
| Union Savings Bank | 0.05% | No change | 2,475 | $94K |
| Global Retirement Partners, LLC | 0.00% | Add +41.9% | 2,462 | $94K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,400 | $91K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +22.6% | 2,384 | $91K |
| Blume Capital Management, Inc. | 0.02% | Reduce -2.7% | 2,350 | $90K |
| Hexagon Capital Partners LLC | 0.02% | Add +39.6% | 2,342 | $89K |
| Basso Capital Management, L.P. | 0.08% | No change | 2,200 | $84K |
| Mattson Financial Services, LLC | 0.03% | — | 2,163 | $82K |
| GHP Investment Advisors, Inc. | 0.00% | Add +7.1% | 2,145 | $82K |
| Covestor Ltd | 0.05% | Add +299.1% | 2,131 | $81K |
| Whittier Trust Co. | 0.00% | Add +7.3% | 2,071 | $79K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,000 | $76K |
| CENTRAL TRUST Co | 0.00% | Reduce -33.9% | 1,930 | $74K |
| UMB Bank, n.a. | 0.00% | Reduce -1.0% | 1,800 | $69K |
| Cromwell Holdings LLC | 0.04% | — | 1,718 | $65K |
| V-Square Quantitative Management LLC | 0.01% | No change | 1,200 | $63K |
| Nemes Rush Group LLC | 0.01% | No change | 1,600 | $61K |
| Grove Bank & Trust | 0.01% | New | 1,542 | $59K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.2% | 1,516 | $58K |
| Allworth Financial LP | 0.00% | Add +3.4% | 1,386 | $53K |
| WealthCollab, LLC | 0.03% | No change | 1,202 | $46K |
| Bruce G. Allen Investments, LLC | 0.04% | Add +0.1% | 1,200 | $46K |
| Legacy Bridge, LLC | 0.03% | No change | 1,199 | $46K |
| Private Trust Co. NA | 0.00% | No change | 1,135 | $43K |
| ORG Partners LLC | 0.01% | New | 1,120 | $43K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -4.6% | 1,038 | $39K |
| Delta Asset Management LLC | 0.00% | No change | 981 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -12.0% | 963 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 956 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 931 | $36K |
| Peoples Financial Services Corp. | 0.02% | No change | 913 | $35K |
| IFP Advisors, Inc | 0.00% | No change | 879 | $33K |
| Janiczek Wealth Management, LLC | 0.01% | Add +5.0% | 877 | $33K |
| Accent Capital Management, LLC | 0.02% | New | 857 | $33K |
| TCTC Holdings, LLC | 0.00% | No change | 850 | $32K |
| HM Payson & Co. | 0.00% | No change | 785 | $30K |
| Adirondack Trust Co. | 0.01% | Reduce -23.0% | 770 | $29K |
| Game Plan Financial Advisors, LLC | 0.02% | Add +50.0% | 750 | $29K |
| Ridgewood Investments LLC | 0.01% | New | 750 | $29K |
| Lanark Financial, Inc. | 0.00% | Reduce -1.8% | 749 | $28K |
| Richardson Financial Services Inc. | 0.02% | Add +82.8% | 724 | $28K |
| Colonial Trust Co / SC | 0.00% | Add +448.9% | 719 | $27K |
| Summit Securities Group LLC | 0.01% | New | 700 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 700 | $27K |
| Trust Co. of Vermont | 0.00% | New | 672 | $26K |
| Voisard Asset Management Group, Inc. | 0.01% | Reduce -1.0% | 616 | $23K |
| Clearstead Advisors, LLC | 0.00% | No change | 567 | $22K |
| PFS Partners, LLC | 0.01% | Add +0.9% | 537 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 524 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 523 | $20K |
| Valley National Advisers Inc. | 0.00% | No change | 500 | $19K |
| Financial Avengers, Inc. | 0.01% | New | 470 | $18K |
| Brown Financial Advisors | 0.01% | — | 448 | $17K |
| Eagle Bay Advisors LLC | 0.01% | No change | 443 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.3% | 426 | $16K |
| Strengthening Families & Communities, LLC | 0.00% | New | 412 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 415 | $16K |
| SWAN Capital LLC | 0.01% | New | 400 | $15K |
| Bfsg, LLC | 0.00% | No change | 388 | $15K |
| Johnson Financial Group, Inc. | 0.00% | Add +25.9% | 350 | $13K |
| Bank of New Hampshire | 0.00% | No change | 350 | $13K |
| Great Lakes Retirement, Inc. | 0.00% | New | 330 | $13K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 323 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | Add +89.9% | 321 | $12K |
| Hanson & Doremus Investment Management | 0.00% | No change | 324 | $12K |
| Caldwell Trust Co | 0.00% | No change | 312 | $12K |
| Continuum Advisory, LLC | 0.00% | No change | 309 | $12K |
| Bokf, NA | 0.00% | Reduce -78.3% | 301 | $11K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $11K |
| Arax Advisory Partners | 0.00% | Reduce -78.3% | 298 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 294 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 280 | $11K |
| Anchor Investment Management, LLC | 0.00% | No change | 280 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 268 | $10K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 261 | $10K |
| Creative Capital Management Investments LLC | 0.00% | No change | 257 | $10K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 249 | $9K |
| Beacon Capital Management, LLC | 0.00% | No change | 228 | $9K |
| Logan Capital Management Inc. | 0.00% | Add +1.0% | 206 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 201 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 200 | $8K |
| Concord Wealth Partners | 0.00% | No change | 200 | $8K |
| Sandy Spring Bank | 0.00% | No change | 200 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $8K |
| Albion Financial Group | 0.00% | No change | 198 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 186 | $7K |
| RFP Financial Group LLC | 0.00% | Reduce -1.6% | 181 | $7K |
| Aspire Private Capital, LLC | 0.00% | No change | 172 | $7K |
| REAP Financial Group, LLC | 0.00% | Add +1.2% | 166 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 151 | $6K |
| Center for Financial Planning, Inc. | 0.00% | No change | 150 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 149 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 144 | $5K |
| Quent Capital, LLC | 0.00% | No change | 140 | $5K |
| Addison Advisors LLC | 0.00% | New | 138 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 126 | $5K |
| Hoese & Co LLP | 0.00% | New | 111 | $5K |
| Private Ocean, LLC | 0.00% | New | 113 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -14.9% | 103 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 82 | $4K |
| Penserra Capital Management LLC | 0.00% | No change | 105 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 104 | $4K |
| True Wealth Design, LLC | 0.00% | Add +32.0% | 103 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 97 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 88 | $3K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 86 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 86 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 85 | $3K |
| Larson Financial Group LLC | 0.00% | Add +280.0% | 76 | $3K |
| Lynx Investment Advisory | 0.00% | — | 75 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 70 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -2.7% | 71 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 59 | $2K |
| CKW Financial Group | 0.00% | No change | 50 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 50 | $2K |
| Valued Wealth Advisors LLC | 0.00% | No change | 39 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 39 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 38 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 37 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 35 | $1K |
| Highline Wealth Partners LLC | 0.00% | New | 33 | $1K |
| McIlrath & Eck, LLC | 0.00% | No change | 31 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 30 | $1K |
| Balefire, LLC | 0.00% | Reduce -49.1% | 27 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $838 |
| Opal Wealth Advisors, LLC | 0.00% | New | 21 | $801 |
| Castleview Partners, LLC | 0.00% | Reduce -43.8% | 18 | $686 |
| Kimelman & Baird, LLC | 0.00% | — | 9 | $343 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 6 | $229 |
| Princeton Global Asset Management LLC | 0.00% | No change | 5 | $176 |
| Avion Wealth | 0.00% | No change | 24 | $0 |
"% of holder's portfolio" is SU's weight in each manager's 13F, not the share of Suncor Energy Inc. the manager owns.