Suncor EnergySU
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 652 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, up 15 from Q3 2024. 51 opened new positions and 60 sold out. The largest holders were Royal Bank of Canada ($2.4B), Vanguard Group Inc. ($1.9B) and Elliott Investment Management ($1.9B). 10 famous investors held it, including Paul Singer (20.8% of Elliott Investment Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Suncor Energy Inc.
- CUSIP
- 867224107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $273.3M |
| Exits | 60 | $85.5M |
All 13F filers, Q3 2024 → Q4 2024: 61,667,603 shares bought and 78,640,681 shares sold, net −16,973,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 652 holders
| Royal Bank of Canada | 0.51% | Reduce -4.2% | 65,986,083 | $2.4B |
| Vanguard Group Inc. | 0.03% | Add +0.6% | 53,019,357 | $1.9B |
| Elliott Investment Management | 20.78% | No change | 52,670,800 | $1.9B |
| T. Rowe Price Associates Inc. | 0.12% | Reduce -3.7% | 29,108,513 | $1.0B |
| Dodge & Cox | 0.59% | Reduce -3.3% | 28,452,054 | $1.0B |
| Invesco Ltd. | 0.18% | Reduce -6.3% | 27,773,793 | $991.0M |
| TD Asset Management Inc | 0.87% | Reduce -4.0% | 27,525,431 | $982.0M |
| Sanders Capital, LLC | 1.34% | Reduce -55.8% | 25,660,740 | $915.6M |
| Artisan Partners Limited Partnership | 1.33% | Add +0.7% | 24,289,019 | $865.9M |
| Manufacturers Life Insurance Company, The | 0.75% | Reduce -4.6% | 24,011,317 | $858.0M |
| Massachusetts Financial Services Co. | 0.26% | Add +0.9% | 23,308,055 | $831.6M |
| Cibc World Market Inc. | 1.87% | Add +4.5% | 22,786,647 | $813.1M |
| Bank of Montreal | 0.40% | Reduce -18.6% | 22,505,498 | $802.3M |
| 1832 Asset Management L.P. | 1.28% | Reduce -9.2% | 20,042,564 | $715.1M |
| National Bank of Canada | 0.80% | Add +170.4% | 17,390,752 | $621.3M |
| Toronto Dominion Bank | 1.17% | Reduce -7.0% | 17,252,625 | $615.1M |
| CIBC Asset Management Inc | 1.57% | Reduce -3.8% | 13,409,006 | $479.8M |
| Mackenzie Financial Corp. | 0.63% | Reduce -5.8% | 12,966,689 | $462.3M |
| Federation des caisses Desjardins du Quebec | 2.01% | Add +5.7% | 11,110,546 | $394.9M |
| Dimensional Fund Advisors LP | 0.09% | Add +4.2% | 10,981,927 | $391.8M |
| Barclays PLC | 0.19% | Add +45.4% | 10,604,951 | $378.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.63% | Add +4.5% | 10,132,812 | $361.2M |
| Principal Financial Group Inc. | 0.19% | Add +39.9% | 9,706,616 | $346.3M |
| FMR LLC | 0.02% | Reduce -11.5% | 9,533,495 | $340.3M |
| Bank of Nova Scotia | 0.60% | Reduce -21.9% | 9,478,793 | $338.3M |
| Bank of America Corp. | 0.03% | Add +28.2% | 9,306,730 | $332.1M |
| Arrowstreet Capital, Limited Partnership | 0.26% | Reduce -24.8% | 8,959,444 | $319.5M |
| Beutel, Goodman & Co Ltd. | 1.71% | Reduce -9.7% | 8,803,703 | $314.1M |
| Morgan Stanley | 0.02% | Reduce -6.0% | 7,861,782 | $280.5M |
| Geode Capital Management, LLC | 0.02% | Add +29.5% | 7,629,169 | $278.5M |
| Lyrical Asset Management LP | 4.04% | Add +0.8% | 5,328,038 | $273.4M |
| Goldman Sachs Group Inc. | 0.05% | Add +82.5% | 6,717,128 | $239.7M |
| Wells Fargo & Company | 0.06% | Reduce -3.8% | 6,715,706 | $239.6M |
| Canada Pension Plan Investment Board | 0.22% | Reduce -24.4% | 6,386,235 | $227.7M |
| JPMorgan Chase & Co. | 0.02% | Add +18.1% | 6,067,682 | $216.5M |
| BlackRock, Inc. | 0.00% | Reduce -39.5% | 5,065,326 | $180.7M |
| Capital Research Global Investors | 0.04% | Add +0.2% | 4,875,659 | $174.0M |
| Legal & General Group Plc | 0.05% | Reduce -5.1% | 4,793,321 | $171.0M |
| Amundi | 0.06% | Add +1.5% | 4,230,786 | $162.2M |
| TD Waterhouse Canada Inc. | 1.29% | Reduce -1.4% | 4,500,169 | $160.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.3% | 4,457,325 | $159.0M |
| Scotia Capital Inc. | 0.83% | Add +13.5% | 4,439,732 | $158.1M |
| Agf Management Ltd. | 0.76% | Reduce -2.1% | 3,551,206 | $151.7M |
| Fisher Asset Management | 0.05% | Add +97.4% | 3,734,572 | $133.2M |
| Swiss National Bank | 0.09% | Reduce -5.1% | 3,662,992 | $130.7M |
| Cardinal Capital Management, Inc. | 4.42% | Reduce -1.5% | 3,654,107 | $130.1M |
| UBS Group AG | 0.03% | Add +34.0% | 3,512,455 | $125.3M |
| Assenagon Asset Management S.A. | 0.22% | Add +1324.8% | 3,469,008 | $123.8M |
| Allianz Asset Management GmbH | 0.18% | Add +15.0% | 3,402,981 | $121.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.26% | New | 3,400,000 | $121.3M |
| Franklin Resources Inc. | 0.03% | Reduce -10.0% | 3,258,299 | $116.2M |
| Bank of New York Mellon Corp | 0.02% | Add +104.2% | 3,083,440 | $110.0M |
| Brown Advisory Inc. | 0.14% | Reduce -6.7% | 3,081,212 | $109.9M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -0.6% | 2,998,921 | $107.0M |
| Voloridge Investment Management, LLC | 0.35% | Reduce -6.5% | 2,801,647 | $100.0M |
| Alberta Investment Management Corp | 0.70% | No change | 2,787,500 | $99.4M |
| Locust Wood Capital Advisers, LLC | 3.62% | Reduce -0.8% | 2,740,637 | $97.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.52% | Add +500.4% | 2,453,314 | $87.5M |
| Jupiter Asset Management Ltd. | 0.85% | Add +2061.8% | 2,438,291 | $87.0M |
| Qube Research & Technologies Ltd | 0.14% | Add +243.1% | 2,341,884 | $83.5M |
| Guardian Capital LP | 2.90% | Reduce -3.7% | 2,188,063 | $78.1M |
| Letko, Brosseau & Associates Inc. | 1.50% | Reduce -21.2% | 2,181,095 | $77.8M |
| Deutsche Bank AG | 0.03% | Reduce -12.8% | 2,173,333 | $77.5M |
| Intact Investment Management Inc. | 2.66% | Add +1.2% | 2,131,184 | $76.1M |
| Royal London Asset Management Ltd. | 0.18% | Reduce -26.9% | 2,101,613 | $75.0M |
| Millennium Management | 0.06% | Reduce -8.2% | 2,020,466 | $72.1M |
| Mufg Securities (canada), LTD. | 2.47% | Add +70.3% | 1,919,654 | $68.5M |
| Russell Investments Group, Ltd. | 0.09% | Reduce -40.4% | 1,815,769 | $64.7M |
| Lazard Asset Management LLC | 0.10% | Reduce -16.3% | 1,792,273 | $63.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 4.56% | Reduce -5.2% | 1,754,555 | $62.5M |
| Recurrent Investment Advisors LLC | 5.72% | Add +3.9% | 1,719,856 | $62.3M |
| Two Sigma Investments, LP | 0.15% | Add +168.8% | 1,729,654 | $61.7M |
| Check Capital Management Inc. | 4.02% | Reduce -0.5% | 1,701,665 | $60.7M |
| Ninepoint Partners LP | 8.92% | Add +2030.3% | 1,573,648 | $56.1M |
| Fiera Capital Corp | 0.17% | Reduce -4.1% | 1,487,324 | $53.0M |
| Northern Trust Corp. | 0.01% | Add +58.6% | 1,317,872 | $47.0M |
| Point72 Asset Management | 0.13% | New | 1,302,451 | $46.5M |
| Alyeska Investment Group, L.P. | 0.17% | Add +35.5% | 1,285,828 | $45.9M |
| Yaupon Capital Management LP | 2.85% | Add +61.8% | 1,260,961 | $45.0M |
| Addenda Capital Inc. | 1.59% | Reduce -3.3% | 876,546 | $45.0M |
| Korea Investment CORP | 0.09% | Reduce -18.6% | 1,102,666 | $39.3M |
| Natixis Advisors, LLC | 0.07% | Reduce -7.7% | 1,074,374 | $38.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.11% | Add +20.6% | 1,046,513 | $37.3M |
| Van Eck Associates Corp. | 0.05% | Reduce -0.3% | 1,033,979 | $36.9M |
| Ruffer LLP | 1.21% | Add +19.9% | 941,697 | $33.6M |
| HSBC Holdings PLC | 0.02% | Add +11.5% | 921,826 | $32.9M |
| FIL Ltd | 0.03% | Reduce -24.1% | 879,702 | $31.4M |
| NewEdge Wealth, LLC | 0.53% | Add +17.4% | 859,707 | $30.7M |
| Two Sigma Advisers, LP | 0.07% | Add +37.0% | 836,740 | $29.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -20.2% | 815,327 | $29.1M |
| Focus Partners Wealth | 0.07% | Reduce -4.8% | 786,509 | $28.1M |
| American Century Companies Inc. | 0.02% | Add +7.6% | 778,161 | $27.8M |
| Intech Investment Management LLC | 0.27% | Add +65.6% | 775,821 | $27.7M |
| Hillsdale Investment Management Inc. | 1.38% | Add +111.9% | 764,308 | $27.3M |
| Citadel Advisors | 0.03% | Add +27.6% | 755,257 | $26.9M |
| Corient Private Wealth LP | 0.04% | Add +69.7% | 748,865 | $26.7M |
| Bridgewater Associates | 0.12% | Reduce -25.3% | 734,710 | $26.2M |
| State of Tennessee, Department of Treasury | 0.09% | Reduce -9.1% | 729,278 | $26.0M |
| Nicola Wealth Management LTD. | 2.35% | Reduce -19.2% | 483,822 | $24.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -16.3% | 693,235 | $24.7M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 691,631 | $24.1M |
| River Road Asset Management, LLC | 0.32% | Reduce -10.4% | 666,124 | $23.8M |
| Clark Capital Management Group, Inc. | 0.16% | Reduce -3.1% | 655,174 | $23.4M |
| Balyasny Asset Management L.P. | 0.06% | Add +3262.0% | 653,808 | $23.3M |
| Ameriprise Financial Inc. | 0.01% | Add +14.2% | 623,306 | $22.9M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 2.71% | Reduce -1.1% | 627,334 | $22.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.6% | 619,156 | $22.1M |
| Pacer Advisors, Inc. | 0.05% | Reduce -16.4% | 616,123 | $22.0M |
| Barings LLC | 0.48% | Reduce -59.8% | 554,886 | $19.8M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -13.4% | 545,694 | $19.5M |
| SIG North Trading, ULC | 4.33% | Add +1932.9% | 531,085 | $18.9M |
| Raymond James Financial Inc. | 0.01% | — | 527,716 | $18.8M |
| Vident Advisory, LLC | 0.32% | Add +967.9% | 519,112 | $18.5M |
| Nexus Investment Management ULC | 1.85% | Add +0.5% | 519,355 | $18.5M |
| Bank of Nova Scotia Trust Co. | 1.93% | Reduce -0.4% | 512,975 | $18.3M |
| Rempart Asset Management Inc. | 3.63% | Reduce -3.0% | 511,632 | $18.2M |
| First Foundation Advisors | 0.68% | Reduce -4.7% | 505,727 | $18.0M |
| O'shaughnessy Asset Management, LLC | 0.15% | Reduce -5.4% | 493,254 | $17.6M |
| Point72 Europe (London) LLP | 0.97% | New | 472,659 | $16.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +55.0% | 464,495 | $16.7M |
| Sei Investments Co. | 0.02% | Add +2.5% | 444,201 | $15.8M |
| Jane Street Group, LLC | 0.02% | Reduce -41.2% | 420,416 | $15.0M |
| Holocene Advisors, LP | 0.05% | New | 405,982 | $14.5M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -3.6% | 404,181 | $14.4M |
| Marshall Wace, LLP | 0.02% | Add +445.6% | 388,120 | $13.8M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.64% | Reduce -0.2% | 386,750 | $13.2M |
| Covalis Capital LLP | 1.92% | New | 368,696 | $13.2M |
| Segall Bryant & Hamill, LLC | 0.18% | Add +10.7% | 360,039 | $12.8M |
| Wellington Management Group LLP | 0.00% | Add +4.8% | 358,265 | $12.8M |
| Citigroup Inc. | 0.01% | Add +54.8% | 356,064 | $12.7M |
| First Trust Advisors LP | 0.01% | Add +133.4% | 345,595 | $12.3M |
| Panview Capital Ltd | 2.58% | — | 339,000 | $12.1M |
| SIR Capital Management, L.P. | 1.24% | New | 337,600 | $12.0M |
| Guinness Asset Management LTD | 0.23% | Reduce -13.1% | 337,091 | $12.0M |
| Neuberger Berman Group LLC | 0.01% | Add +8.8% | 328,982 | $11.7M |
| Crossmark Global Holdings, Inc. | 0.22% | Reduce -2.1% | 327,884 | $11.7M |
| USS Investment Management Ltd | 0.08% | Add +69.3% | 317,603 | $11.3M |
| Trexquant Investment LP | 0.13% | Reduce -11.8% | 314,043 | $11.2M |
| BNP Paribas Financial Markets | 0.01% | Add +200.3% | 301,095 | $10.7M |
| Guardian Partners Inc. | 1.05% | — | 269,222 | $10.3M |
| ExodusPoint Capital Management, LP | 0.10% | Add +1037.7% | 282,900 | $10.1M |
| Meixler Investment Management, Ltd. | 7.41% | Reduce -2.2% | 279,946 | $10.0M |
| Susquehanna Fundamental Investments, LLC | 0.17% | — | 279,600 | $10.0M |
| Creative Planning | 0.01% | Add +5.5% | 275,682 | $9.8M |
| Arcadia Investment Management Corp. | 1.56% | Add +2.1% | 273,437 | $9.8M |
| Mediolanum International Funds Ltd | 0.13% | Add +10.4% | 277,037 | $9.7M |
| Graham Capital Management, L.P. | 0.46% | Add +320.0% | 262,430 | $9.4M |
| D. E. Shaw & Co. | 0.01% | Reduce -75.9% | 258,222 | $9.2M |
| Easterly Investment Partners LLC | 0.72% | Add +0.9% | 256,532 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +121.9% | 249,870 | $8.9M |
| Gilder Gagnon Howe & Co. LLC | 0.10% | Reduce -1.8% | 248,507 | $8.9M |
| Quadrature Capital Ltd | 0.17% | Add +31.2% | 240,500 | $8.6M |
| Maryland State Retirement & Pension System | 0.18% | Add +4.4% | 238,885 | $8.5M |
| LPL Financial LLC | 0.00% | Reduce -14.3% | 236,801 | $8.4M |
| Greenfield Seitz Capital Management, LLC | 3.19% | Reduce -6.7% | 235,142 | $8.4M |
| Ontario Teachers Pension Plan Board | 0.11% | Add +58.0% | 230,179 | $8.2M |
| Alliancebernstein L.P. | 0.00% | Add +120.4% | 228,696 | $8.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.1% | 229,281 | $8.2M |
| Barometer Capital Management Inc. | 3.13% | New | 152,322 | $7.8M |
| Northwest & Ethical Investments L.P. | 0.21% | Add +2.0% | 216,713 | $7.7M |
| Voya Investment Management LLC | 0.01% | Reduce -3.6% | 200,693 | $7.2M |
| Kornitzer Capital Management Inc. | 0.14% | Reduce -1.6% | 199,785 | $7.1M |
| Keating Investment Counselors Inc. | 2.22% | Reduce -0.2% | 199,369 | $7.1M |
| Prospector Partners LLC | 0.81% | Add +36.0% | 197,725 | $7.1M |
| AustralianSuper Pty Ltd | 0.03% | Reduce -4.8% | 191,073 | $6.8M |
| Heronetta Management, L.P. | 3.87% | No change | 132,000 | $6.8M |
| PCJ Investment Counsel Ltd. | 2.25% | Reduce -0.8% | 186,910 | $6.7M |
| Twin Tree Management, LP | 0.16% | Add +137.0% | 183,599 | $6.6M |
| Trek Financial, LLC | 0.48% | Reduce -5.9% | 180,243 | $6.4M |
| Pekin Hardy Strauss, Inc. | 0.80% | Reduce -2.1% | 176,629 | $6.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -7.4% | 174,305 | $6.2M |
| Hennessy Advisors Inc. | 0.18% | Reduce -3.2% | 168,560 | $6.0M |
| Bearing Point Capital, LLC | 1.19% | — | 159,631 | $5.7M |
| Quantbot Technologies LP | 0.21% | New | 158,991 | $5.7M |
| Louisbourg Investments Inc. | 1.45% | Reduce -1.3% | 154,521 | $5.5M |
| JARISLOWSKY, FRASER Ltd | 0.03% | Reduce -1.5% | 151,596 | $5.4M |
| Onex Canada Asset Management Inc. | 0.64% | Reduce -9.2% | 150,367 | $5.4M |
| Aviso Financial Inc. | 0.27% | Add +6.0% | 147,055 | $5.2M |
| Gold Investment Management Ltd. | 2.18% | Add +1.7% | 144,814 | $5.2M |
| Blair William & Co. | 0.01% | Reduce -0.3% | 144,739 | $5.2M |
| GMO | 0.02% | New | 144,064 | $5.1M |
| Utah Retirement Systems | 0.06% | Reduce -1.2% | 142,437 | $5.1M |
| Fairbanks Capital Management, Inc. | 3.11% | Reduce -10.4% | 139,867 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 133,412 | $4.8M |
| Lighthouse Investment Partners, LLC | 0.18% | New | 128,998 | $4.6M |
| Aldebaran Capital, LLC | 4.25% | Reduce -2.1% | 125,024 | $4.5M |
| Public Sector Pension Investment Board | 0.02% | Reduce -27.3% | 124,486 | $4.4M |
| Harvest Portfolios Group Inc. | 0.15% | Add +8.2% | 122,860 | $4.4M |
| Miller Howard Investments Inc. | 0.14% | Reduce -4.9% | 119,614 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -65.3% | 116,607 | $4.2M |
| Gabelli Funds LLC | 0.03% | No change | 115,100 | $4.1M |
| Man Group plc | 0.01% | Add +51.5% | 114,555 | $4.1M |
| Eagle Global Advisors LLC | 0.16% | Reduce -0.7% | 112,519 | $4.0M |
| Prudential Financial Inc. | 0.01% | Add +68.8% | 111,222 | $4.0M |
| Silvercrest Asset Management Group LLC | 0.03% | Add +5.2% | 107,052 | $3.8M |
| Inlet Private Wealth, LLC | 1.01% | Reduce -1.0% | 106,855 | $3.8M |
| Interval Partners, LP | 0.10% | Add +9.3% | 106,640 | $3.8M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -4.1% | 101,776 | $3.6M |
| Stock Yards Bank & Trust Co. | 0.12% | Reduce -10.7% | 100,548 | $3.6M |
| Ritholtz Wealth Management | 0.11% | Reduce -13.1% | 100,313 | $3.6M |
| Acadian Asset Management LLC | 0.01% | Reduce -87.1% | 100,225 | $3.6M |
| Ripple Effect Asset Management LP | 4.86% | — | 100,100 | $3.6M |
| PDT Partners, LLC | 0.31% | Add +25.1% | 98,920 | $3.5M |
| Oxbow Advisors, LLC | 0.43% | Add +3.4% | 98,652 | $3.5M |
| K.J. Harrison & Partners Inc | 0.55% | Reduce -4.4% | 97,040 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 95,508 | $3.4M |
| US Bancorp \de | 0.00% | Add +6.5% | 94,855 | $3.4M |
| Meritage Portfolio Management | 0.21% | Reduce -6.2% | 93,559 | $3.3M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 91,392 | $3.3M |
| Cambria Investment Management, L.P. | 0.20% | New | 90,620 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 90,152 | $3.2M |
| Pacifica Partners Inc. | 1.38% | Reduce -2.2% | 88,710 | $3.2M |
| United Services Automobile Association | 0.10% | No change | 42,012 | $3.1M |
| Synovus Financial Corp. | 0.04% | Add +4.8% | 85,314 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.2% | 77,914 | $3.0M |
| Royal Fund Management, LLC | 0.33% | Reduce -45.4% | 83,960 | $3.0M |
| Exencial Wealth Advisors, LLC | 0.11% | Reduce -2.9% | 83,222 | $3.0M |
| Metis Global Partners, LLC | 0.09% | Add +9.1% | 82,997 | $3.0M |
| X-Square Capital, LLC | 1.21% | Add +0.3% | 82,720 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -10.2% | 79,912 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -10.2% | 79,912 | $2.9M |
| Horizon Kinetics Asset Management LLC | 0.04% | Reduce -0.1% | 77,944 | $2.8M |
| Wasatch Advisors LP | 0.01% | Reduce -1.3% | 77,505 | $2.8M |
| Concentric Capital Strategies, LP | 0.17% | Reduce -49.7% | 76,144 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +170.6% | 75,656 | $2.7M |
| Beverly Hills Private Wealth, LLC | 0.54% | Add +4.8% | 74,653 | $2.7M |
| Empowered Funds, LLC | 0.04% | Add +0.3% | 71,856 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +17.4% | 71,712 | $2.6M |
| Advanced Portfolio Management, LLC | 2.85% | New | 10,000 | $2.5M |
| CW Advisors, LLC | 0.03% | Reduce -49.0% | 69,074 | $2.5M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.83% | Add +1.5% | 68,525 | $2.4M |
| Triasima Portfolio Management inc. | 0.47% | Reduce -3.1% | 68,000 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +86.0% | 67,848 | $2.4M |
| Summit Global Investments | 0.15% | New | 66,869 | $2.4M |
| VELA Investment Management, LLC | 0.79% | Add +0.1% | 64,666 | $2.3M |
| Shell Asset Management Co. | 0.10% | Reduce -33.5% | 64,083 | $2.3M |
| Mariner, LLC | 0.00% | Add +3.8% | 63,918 | $2.3M |
| Great Lakes Advisors, LLC | 0.02% | Add +2.2% | 63,388 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.0% | 61,511 | $2.2M |
| Regions Financial Corp. | 0.02% | Reduce -18.5% | 61,339 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +2.9% | 59,165 | $2.1M |
| State Street Corp. | 0.00% | Add +31.8% | 57,574 | $2.1M |
| Montgomery Investment Management Inc. | 0.80% | Reduce -0.5% | 57,100 | $2.0M |
| Vise Technologies, Inc. | 0.17% | Add +67.1% | 56,673 | $2.0M |
| South Dakota Investment Council | 0.04% | New | 55,996 | $2.0M |
| Summit Financial, LLC | 0.07% | New | 55,476 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.9% | 55,189 | $2.0M |
| Polar Asset Management Partners Inc. | 0.04% | New | 55,000 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +12.6% | 54,845 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.7% | 53,507 | $1.9M |
| Heartland Advisors Inc. | 0.10% | Reduce -2.4% | 51,652 | $1.8M |
| Sabal Trust CO | 0.10% | Add +8.5% | 50,427 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | New | 50,222 | $1.8M |
| Aviva PLC | 0.00% | Reduce -0.2% | 49,506 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +2.6% | 49,210 | $1.8M |
| Engineers Gate Manager LP | 0.03% | Reduce -52.9% | 49,157 | $1.8M |
| Wolverine Trading, LLC | 0.04% | Add +243.9% | 49,472 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.4% | 48,502 | $1.7M |
| Tudor Investment Corporation | 0.02% | Add +600.5% | 47,755 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -6.9% | 47,637 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.4% | 47,345 | $1.7M |
| AXS Investments LLC | 0.47% | Add +67.5% | 46,902 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +8.3% | 46,450 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +0.3% | 46,483 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +3.2% | 46,403 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -6.6% | 44,394 | $1.6M |
| Simmons Bank | 0.12% | Add +3.6% | 44,128 | $1.6M |
| DRW Securities, LLC | 0.11% | Reduce -1.3% | 30,783 | $1.6M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -7.5% | 42,758 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.24% | Add +16.2% | 42,168 | $1.5M |
| PKO Investment Management Joint-Stock Co | 0.19% | No change | 42,000 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -9.9% | 41,044 | $1.5M |
| Qtron Investments LLC | 0.20% | No change | 40,827 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +5.1% | 39,090 | $1.4M |
| IMC-Chicago, LLC | 0.04% | Add +12.6% | 38,778 | $1.4M |
| AXA S.A. | 0.00% | Reduce -2.0% | 38,607 | $1.4M |
| Manhattan West Asset Management, LLC | 0.36% | Reduce -33.0% | 37,477 | $1.3M |
| Harbor Investment Advisory, LLC | 0.12% | Reduce -0.9% | 37,122 | $1.3M |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -2.7% | 36,589 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -2.7% | 36,589 | $1.3M |
| CoreCommodity Management, LLC | 0.25% | Add +128.8% | 36,397 | $1.3M |
| King Luther Capital Management Corp. | 0.01% | Reduce -4.8% | 35,480 | $1.3M |
| Amova Asset Management Americas, Inc. | 0.01% | Reduce -15.7% | 35,239 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -15.7% | 35,239 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.4% | 35,133 | $1.3M |
| Mirabella Financial Services LLP | 0.12% | New | 35,180 | $1.3M |
| Quinn Opportunity Partners LLC | 0.09% | No change | 34,920 | $1.2M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -61.9% | 24,100 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +2.3% | 34,012 | $1.2M |
| State of Wyoming | 0.15% | Add +30.9% | 33,811 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.7% | 33,784 | $1.2M |
| Gradient Investments LLC | 0.02% | Reduce -5.0% | 33,442 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 33,392 | $1.2M |
| Zions Bancorporation, N.A. | 0.07% | Add +38.3% | 32,862 | $1.2M |
| Cannell & Spears LLC | 0.02% | No change | 31,911 | $1.1M |
| Cullen Investment Group, LTD. | 0.17% | Reduce -3.9% | 31,809 | $1.1M |
| GS Investments, Inc. | 0.50% | No change | 30,828 | $1.1M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.29% | New | 30,295 | $1.1M |
| Walleye Capital LLC | 0.01% | Add +53.8% | 30,022 | $1.1M |
| Tyler-Stone Wealth Management | 0.19% | Reduce -2.3% | 29,872 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +4.3% | 29,467 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +5.4% | 29,295 | $1.0M |
| Everett Harris & Co. | 0.01% | No change | 28,717 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.9% | 27,083 | $966K |
| CenterBook Partners LP | 0.06% | Add +19.8% | 26,991 | $963K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | Add +8.6% | 26,939 | $961K |
| Cubist Systematic Strategies, LLC | 0.02% | New | 26,400 | $942K |
| Virtu Financial LLC | 0.05% | New | 25,601 | $913K |
| Sequent Planning LLC | 0.33% | Reduce -0.9% | 25,553 | $912K |
| Mosaic Financial Group, LLC | 0.64% | No change | 25,142 | $897K |
| Versor Investments LP | 0.15% | Reduce -28.7% | 25,100 | $895K |
| Hudson Bay Capital Management LP | 0.01% | No change | 25,000 | $892K |
| SCP Investment, LP | 0.68% | Add +31.9% | 24,800 | $885K |
| World Investment Advisors | 0.02% | Add +55.4% | 24,310 | $867K |
| Prudential PLC | 0.00% | No change | 24,308 | $867K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -7.0% | 24,245 | $865K |
| Burling Wealth Partners, LLC | 0.18% | — | 24,140 | $861K |
| Mitchell & Pahl Private Wealth, LLC | 0.40% | Add +7.0% | 24,090 | $860K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.5% | 24,075 | $859K |
| Cigna Investments Inc. | 0.15% | Reduce -2.4% | 23,524 | $839K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -7.0% | 23,426 | $835K |
| SVB Wealth LLC | 0.02% | New | 23,105 | $824K |
| Credit Agricole S A | 0.00% | Reduce -2.9% | 23,100 | $824K |
| Trust Co. of Toledo NA | 0.11% | Add +14.4% | 22,981 | $820K |
| Mraz, Amerine & Associates, Inc. | 0.14% | Reduce -3.5% | 22,755 | $812K |
| Hantz Financial Services, Inc. | 0.01% | Add +12.3% | 22,650 | $808K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +5.1% | 22,591 | $806K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.6% | 22,518 | $803K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +46.0% | 22,503 | $803K |
| Syon Capital LLC | 0.07% | Reduce -2.3% | 22,114 | $789K |
| AQR Capital Management | 0.00% | Reduce -1.6% | 21,900 | $781K |
| Huntington National Bank | 0.01% | Add +2.5% | 21,717 | $775K |
| Centiva Capital, LP | 0.03% | Add +214.9% | 21,709 | $775K |
| CIBC Private Wealth Group LLC | 0.00% | Add +250.8% | 19,811 | $759K |
| Greenline Partners, LLC | 0.11% | No change | 21,224 | $757K |
| Foster & Motley Inc. | 0.05% | New | 21,044 | $751K |
| Delta Investment Management, LLC | 0.15% | Add +6.2% | 20,902 | $746K |
| Independence Bank of Kentucky | 0.11% | Add +6.5% | 20,862 | $744K |
| CWA Asset Management Group, LLC | 0.04% | Add +15.8% | 20,813 | $743K |
| Burney Co./ | 0.03% | Add +0.5% | 20,721 | $739K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -15.3% | 20,504 | $732K |
| Squarepoint Ops LLC | 0.00% | Reduce -57.2% | 20,197 | $721K |
| Heritage Family Offices, LLP | 0.36% | Add +7.3% | 20,132 | $718K |
| 44 Wealth Management LLC | 0.27% | Reduce -8.0% | 19,827 | $707K |
| Park Avenue Securities LLC | 0.01% | Add +17.4% | 19,798 | $706K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +155.3% | 19,731 | $704K |
| Harvey Capital Management Inc. | 0.16% | No change | 19,150 | $683K |
| Arkadios Wealth Advisors | 0.04% | Add +2.6% | 19,079 | $681K |
| Wahed Invest LLC | 0.11% | Add +12.5% | 19,056 | $680K |
| TD Private Client Wealth LLC | 0.02% | Reduce -2.2% | 18,233 | $651K |
| CSS LLC | 0.12% | Reduce -25.6% | 18,102 | $646K |
| Mather Group, Llc. | 0.01% | Add +0.1% | 17,870 | $638K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -9.1% | 17,868 | $638K |
| Formidable Asset Management, LLC | 0.10% | Add +0.5% | 17,814 | $636K |
| Investors Research Corp | 0.14% | No change | 17,752 | $633K |
| Courier Capital LLC | 0.04% | Reduce -10.7% | 17,475 | $623K |
| Evergreen Capital Management LLC | 0.02% | Reduce -2.4% | 17,397 | $621K |
| Yousif Capital Management, LLC | 0.01% | Reduce -15.1% | 16,425 | $586K |
| Prelude Capital Management, LLC | 0.05% | Reduce -2.5% | 16,085 | $574K |
| Quarry LP | 0.12% | Add +12.7% | 15,965 | $570K |
| Waverly Advisors, LLC | 0.01% | New | 15,954 | $569K |
| Henshaw Capital LLC | 0.02% | No change | 15,765 | $562K |
| 180 Wealth Advisors, LLC | 0.09% | Add +8.3% | 15,456 | $551K |
| Freedom Investment Management, Inc. | 0.05% | Add +2.0% | 15,344 | $547K |
| Sienna Gestion | 0.04% | No change | 15,300 | $546K |
| Inspire Advisors, LLC | 0.07% | Add +7.8% | 15,208 | $543K |
| Certuity, LLC | 0.06% | Add +0.7% | 15,192 | $542K |
| Glenmede Trust Co. NA | 0.00% | Reduce -10.7% | 15,156 | $541K |
| Choreo, LLC | 0.01% | Add +138.2% | 15,193 | $541K |
| MML Investors Services, LLC | 0.00% | Add +9.8% | 14,721 | $525K |
| Nebula Research & Development LLC | 0.06% | Add +37.4% | 14,668 | $523K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.3% | 14,619 | $522K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.2% | 14,537 | $519K |
| Compound Planning, Inc. | 0.02% | Add +1.2% | 13,622 | $486K |
| M&T Bank Corp | 0.00% | Reduce -7.2% | 13,456 | $480K |
| Cidel Asset Management Inc. | 0.03% | Reduce -93.2% | 13,314 | $475K |
| Winthrop Capital Management, LLC | 0.12% | New | 13,302 | $469K |
| Redwood Investment Management, LLC | 0.05% | Add +7.2% | 13,104 | $468K |
| Brandywine Trust Co. | 0.07% | No change | 13,000 | $464K |
| Lingohr Asset Management GmbH | 0.93% | New | 12,721 | $449K |
| McCarter Private Wealth Services LLC | 0.28% | No change | 12,500 | $446K |
| Principal Securities, Inc. | 0.01% | Add +2.2% | 12,423 | $443K |
| Chase Investment Counsel Corp. | 0.14% | Reduce -0.6% | 12,420 | $443K |
| Aviance Capital Partners, LLC | 0.06% | No change | 12,127 | $433K |
| First Financial Corp. | 0.20% | Add +2.1% | 11,927 | $426K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.9% | 11,496 | $410K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -0.3% | 11,301 | $403K |
| Guinness Atkinson Asset Management Inc | 0.21% | Reduce -0.3% | 11,265 | $402K |
| First Bank & Trust | 0.08% | Add +20.3% | 11,067 | $395K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +95.0% | 10,942 | $390K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 10,915 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.9% | 10,879 | $388K |
| Atria Investments, Inc | 0.00% | Add +6.0% | 10,799 | $385K |
| Crewe Advisors LLC | 0.05% | No change | 10,794 | $385K |
| Guggenheim Capital LLC | 0.00% | Add +8.9% | 10,759 | $384K |
| Cresset Asset Management, LLC | 0.00% | Reduce -52.3% | 10,678 | $381K |
| Ruggaard & Associates LLC | 0.17% | Add +21.8% | 10,630 | $379K |
| Rathbones Group PLC | 0.00% | Add +1.4% | 10,600 | $378K |
| Steph & Co. | 0.13% | Reduce -2.8% | 10,450 | $373K |
| Candriam S.C.A. | 0.00% | Reduce -13.0% | 10,146 | $362K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -1.1% | 10,140 | $362K |
| Avantra Family Wealth, Inc. | 0.34% | — | 10,085 | $360K |
| CHICAGO TRUST Co NA | 0.07% | Reduce -0.6% | 10,068 | $359K |
| Asset Dedication, LLC | 0.03% | No change | 10,000 | $357K |
| Core Alternative Capital | 0.07% | Reduce -0.6% | 9,831 | $351K |
| Gateway Investment Advisers LLC | 0.00% | Reduce -10.5% | 9,825 | $351K |
| Greenleaf Trust | 0.00% | Reduce -18.2% | 9,745 | $348K |
| Argentarii, LLC | 0.17% | — | 9,652 | $344K |
| Forum Financial Management, LP | 0.01% | Add +72.0% | 9,618 | $343K |
| Avior Wealth Management, LLC | 0.01% | No change | 9,597 | $342K |
| Hills Bank & Trust Co | 0.03% | No change | 9,471 | $338K |
| Claret Asset Management Corp | 0.05% | Add +1.4% | 9,443 | $337K |
| Van Den Berg Management I, Inc. | 0.10% | No change | 9,360 | $334K |
| R Squared Ltd | 0.32% | — | 9,300 | $332K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 9,228 | $329K |
| Tidal Investments LLC | 0.00% | Reduce -58.1% | 9,204 | $328K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -47.1% | 8,933 | $319K |
| CenterStar Asset Management, LLC | 0.70% | Reduce -51.5% | 8,924 | $318K |
| Leigh Baldwin & Co., LLC | 0.27% | — | 8,869 | $316K |
| Roxbury Financial LLC | 0.30% | — | 7,940 | $313K |
| Savant Capital, LLC | 0.00% | Add +27.7% | 8,754 | $312K |
| Spire Wealth Management | 0.01% | Add +12.2% | 8,748 | $312K |
| Bayesian Capital Management, LP | 0.04% | Add +39.2% | 8,700 | $310K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -15.3% | 8,401 | $300K |
| Sage Investment Counsel LLC | 0.39% | — | 8,400 | $300K |
| Faithward Advisors, LLC | 0.05% | Add +0.0% | 8,302 | $296K |
| Merit Financial Group, LLC | 0.01% | New | 8,264 | $295K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -1.0% | 8,254 | $295K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,144 | $291K |
| &partners | 0.00% | Add +5.1% | 7,927 | $290K |
| Old National Bancorp | 0.01% | Add +2.9% | 8,092 | $289K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.9% | 8,078 | $288K |
| Driehaus Capital Management LLC | 0.00% | Reduce -4.8% | 8,000 | $286K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.8% | 7,948 | $284K |
| Pacific Point Advisors, LLC | 0.17% | — | 7,235 | $276K |
| Net Worth Advisory Group | 0.08% | Reduce -3.0% | 7,528 | $269K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.5% | 7,506 | $268K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.5% | 7,421 | $265K |
| SG Americas Securities, LLC | 0.00% | New | 7,408 | $264K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 7,361 | $263K |
| Northern Financial Advisors Inc | 0.21% | No change | 7,308 | $261K |
| Hardy Reed LLC | 0.02% | No change | 7,307 | $261K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.4% | 7,278 | $260K |
| Nomura Holdings Inc. | 0.00% | New | 7,199 | $257K |
| Keel Point, LLC | 0.02% | Add +30.6% | 7,122 | $254K |
| HRT Financial LP | 0.00% | Reduce -19.0% | 7,139 | $254K |
| Stevens Capital Management LP | 0.10% | New | 7,053 | $252K |
| Fox Hill Wealth Management | 0.14% | Reduce -1.7% | 7,045 | $251K |
| Cary Street Partners Financial LLC | 0.01% | — | 7,005 | $250K |
| Lido Advisors, LLC | 0.00% | Reduce -33.8% | 6,878 | $245K |
| Alan B Lancz & Associates, Inc. | 0.24% | Reduce -15.2% | 6,700 | $239K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,624 | $236K |
| Blue Capital, Inc. | 0.17% | — | 6,606 | $236K |
| Belmont Capital, LLC | 0.04% | No change | 6,592 | $235K |
| Cura Wealth Advisors, LLC | 0.10% | — | 6,548 | $234K |
| Blue Trust, Inc. | 0.00% | Add +27.1% | 6,509 | $232K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +0.3% | 6,473 | $231K |
| Good Life Advisors, LLC | 0.02% | Reduce -1.6% | 6,456 | $230K |
| Clarius Group, LLC | 0.02% | No change | 6,432 | $229K |
| Keystone Wealth Services, LLC | 0.06% | No change | 6,418 | $229K |
| Fractal Investments LLC | 0.03% | No change | 6,400 | $228K |
| Cwm, LLC | 0.00% | Add +20.5% | 6,402 | $228K |
| Parallel Advisors, LLC | 0.01% | Add +11.0% | 6,298 | $225K |
| Farther Finance Advisors, LLC | 0.01% | Add +32.0% | 6,292 | $224K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,509 | $224K |
| Neville Rodie & Shaw Inc. | 0.02% | New | 6,258 | $223K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -8.5% | 6,212 | $222K |
| Fifth Third Bancorp | 0.00% | Reduce -1.1% | 6,182 | $221K |
| Drive Wealth Management, LLC | 0.05% | Add +1.6% | 6,108 | $218K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 5,958 | $213K |
| Aprio Wealth Management, LLC | 0.03% | Add +2.2% | 5,942 | $212K |
| Natixis | 0.00% | New | 5,934 | $212K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 5,870 | $209K |
| Tacita Capital Inc | 0.15% | Reduce -10.4% | 5,851 | $208K |
| Stonegate Investment Group, LLC | 0.01% | No change | 5,840 | $208K |
| Verition Fund Management LLC | 0.00% | Reduce -76.8% | 5,830 | $208K |
| Rhumbline Advisers | 0.00% | Add +92.2% | 5,805 | $207K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,733 | $205K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -24.1% | 5,680 | $203K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.7% | 5,677 | $203K |
| Townsquare Capital LLC | 0.00% | New | 5,672 | $202K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -63.6% | 5,595 | $200K |
| Hilltop National Bank | 0.06% | No change | 5,512 | $197K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 5,000 | $194K |
| Hara Capital LLC | 0.12% | No change | 5,200 | $186K |
| Evelyn Partners Investment Management LLP | 0.01% | — | 5,200 | $185K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -1.1% | 5,014 | $179K |
| Quadrant Capital Group LLC | 0.01% | Add +3.0% | 4,951 | $177K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Reduce -39.6% | 4,875 | $174K |
| Erste Asset Management GmbH | 0.00% | Reduce -72.3% | 4,800 | $169K |
| Spirit of America Management Corp. | 0.03% | No change | 4,000 | $143K |
| NewGen Asset Management Ltd | 0.15% | New | 4,000 | $143K |
| Global Retirement Partners, LLC | 0.00% | Add +52.6% | 3,635 | $130K |
| NBT Bank, N.A. | 0.01% | Add +0.1% | 3,614 | $129K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -13.9% | 3,451 | $123K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +1.1% | 3,156 | $113K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +11.8% | 3,142 | $112K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.07% | — | 3,127 | $112K |
| Lindbrook Capital, LLC | 0.01% | Reduce -8.4% | 3,118 | $111K |
| Chilton Capital Management LLC | 0.00% | No change | 3,110 | $111K |
| Grayhawk Investment Strategies Inc. | 0.20% | New | 3,004 | $107K |
| FNY Investment Advisers, LLC | 0.06% | New | 3,000 | $107K |
| Hexagon Capital Partners LLC | 0.02% | Add +23.8% | 2,983 | $106K |
| Basso Capital Management, L.P. | 0.08% | No change | 2,700 | $96K |
| 10Elms LLP | 0.12% | — | 2,650 | $95K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -4.8% | 2,639 | $94K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.5% | 2,621 | $94K |
| Riverview Trust Co | 0.08% | No change | 2,539 | $91K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -31.9% | 2,514 | $89K |
| Union Savings Bank | 0.04% | No change | 2,475 | $88K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1102.0% | 2,404 | $86K |
| Blume Capital Management, Inc. | 0.02% | No change | 2,350 | $84K |
| Sawyer & Company, Inc | 0.03% | Reduce -55.3% | 2,320 | $83K |
| Fourth Dimension Wealth, LLC | 0.04% | — | 2,192 | $78K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,145 | $77K |
| Allworth Financial LP | 0.00% | Add +35.4% | 1,900 | $75K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -0.9% | 2,083 | $74K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $71K |
| Bayforest Capital Ltd | 0.09% | — | 1,976 | $71K |
| CoreCap Advisors, LLC | 0.00% | Reduce -18.0% | 1,972 | $70K |
| Whittier Trust Co. | 0.00% | Reduce -6.8% | 1,931 | $69K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -6.7% | 1,845 | $66K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.1% | 1,840 | $66K |
| V-Square Quantitative Management LLC | 0.01% | No change | 1,200 | $63K |
| Cromwell Holdings LLC | 0.04% | No change | 1,718 | $61K |
| Private Trust Co. NA | 0.01% | Add +50.2% | 1,705 | $61K |
| Nemes Rush Group LLC | 0.01% | Add +5.5% | 1,688 | $60K |
| Grove Bank & Trust | 0.01% | Reduce -12.7% | 1,542 | $55K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,516 | $54K |
| UMB Bank, n.a. | 0.00% | Add +27.6% | 1,389 | $50K |
| Mattson Financial Services, LLC | 0.02% | Reduce -38.5% | 1,331 | $49K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,265 | $45K |
| WealthCollab, LLC | 0.03% | No change | 1,202 | $43K |
| Macquarie Group Ltd. | 0.00% | No change | 1,200 | $43K |
| Legacy Bridge, LLC | 0.02% | No change | 1,199 | $43K |
| ORG Partners LLC | 0.01% | No change | 1,120 | $40K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,094 | $39K |
| Covestor Ltd | 0.02% | Add +30.5% | 1,095 | $39K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -6.5% | 1,064 | $38K |
| IFP Advisors, Inc | 0.00% | Add +19.6% | 1,026 | $37K |
| Lee Danner & Bass Inc. | 0.00% | New | 1,000 | $36K |
| Crowley Wealth Management, Inc. | 0.03% | — | 990 | $35K |
| Delta Asset Management LLC | 0.00% | No change | 981 | $35K |
| AdvisorNet Financial, Inc | 0.00% | No change | 946 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 931 | $33K |
| Peoples Financial Services Corp. | 0.02% | No change | 913 | $33K |
| Adirondack Trust Co. | 0.01% | Add +16.4% | 896 | $32K |
| Accent Capital Management, LLC | 0.02% | No change | 857 | $31K |
| TCTC Holdings, LLC | 0.00% | No change | 850 | $30K |
| HHM Wealth Advisors, LLC | 0.00% | Add +62.1% | 848 | $30K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -11.2% | 732 | $29K |
| HM Payson & Co. | 0.00% | No change | 785 | $28K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 781 | $28K |
| Ridgewood Investments LLC | 0.01% | No change | 750 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.8% | 727 | $26K |
| Colonial Trust Co / SC | 0.00% | Reduce -0.1% | 718 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 700 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +22.4% | 694 | $25K |
| Arax Advisory Partners | 0.00% | Add +78.2% | 679 | $24K |
| Eastern Bank | 0.00% | No change | 675 | $24K |
| JCIC Asset Management Inc. | 0.01% | New | 661 | $24K |
| SBI Securities Co., Ltd. | 0.00% | — | 660 | $24K |
| West Financial Advisors, LLC | 0.00% | No change | 658 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Add +33.8% | 622 | $22K |
| Summit Securities Group LLC | 0.01% | New | 600 | $21K |
| Capital A Wealth Management, LLC | 0.04% | — | 593 | $21K |
| Whipplewood Advisors, LLC | 0.01% | — | 582 | $21K |
| GeoWealth Management, LLC | 0.00% | Add +72.1% | 556 | $20K |
| PFS Partners, LLC | 0.01% | Add +0.9% | 547 | $20K |
| Brooklyn Investment Group | 0.01% | No change | 543 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 524 | $19K |
| Continuum Advisory, LLC | 0.00% | Reduce -0.8% | 515 | $18K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $18K |
| Valley National Advisers Inc. | 0.00% | No change | 500 | $17K |
| Financial Avengers, Inc. | 0.01% | No change | 470 | $17K |
| Leonteq Securities AG | 0.00% | New | 459 | $16K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -5.8% | 441 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 415 | $15K |
| Ameriflex Group, Inc. | 0.01% | — | 381 | $14K |
| SWAN Capital LLC | 0.01% | No change | 400 | $14K |
| Gen-Wealth Partners Inc | 0.01% | No change | 400 | $14K |
| Navigoe, LLC | 0.01% | — | 420 | $14K |
| Bfsg, LLC | 0.00% | No change | 388 | $14K |
| Richardson Financial Services Inc. | 0.01% | Reduce -48.9% | 370 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 369 | $13K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -95.7% | 362 | $13K |
| Bank of New Hampshire | 0.00% | No change | 350 | $12K |
| Hanson & Doremus Investment Management | 0.00% | No change | 324 | $12K |
| Caldwell Trust Co | 0.00% | No change | 312 | $11K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 294 | $10K |
| Beacon Capital Management, LLC | 0.00% | Add +0.3% | 284 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 280 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 280 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 268 | $10K |
| Silicon Valley Capital Partners | 0.00% | Add +1.1% | 266 | $9K |
| Creative Capital Management Investments LLC | 0.00% | No change | 257 | $9K |
| Quent Capital, LLC | 0.00% | No change | 255 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 253 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 242 | $9K |
| Logan Capital Management Inc. | 0.00% | Add +1.0% | 210 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 201 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 200 | $7K |
| Concord Wealth Partners | 0.00% | No change | 200 | $7K |
| Albion Financial Group | 0.00% | No change | 198 | $7K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 190 | $7K |
| REAP Financial Group, LLC | 0.00% | Add +1.2% | 169 | $6K |
| Transce3nd, LLC | 0.00% | — | 159 | $6K |
| Sierra Ocean, LLC | 0.00% | — | 151 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 151 | $5K |
| WPG Advisers, LLC | 0.01% | — | 150 | $5K |
| Center for Financial Planning, Inc. | 0.00% | No change | 150 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 126 | $4K |
| True Wealth Design, LLC | 0.00% | Add +22.6% | 125 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 123 | $4K |
| New Wave Wealth Advisors LLC | 0.00% | New | 100 | $4K |
| NFSG Corp | 0.00% | New | 100 | $4K |
| Trust Co. of Vermont | 0.00% | Reduce -85.1% | 100 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -13.3% | 98 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 97 | $3K |
| Addison Advisors LLC | 0.00% | Reduce -59.2% | 95 | $3K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 86 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -18.3% | 85 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -4.9% | 78 | $3K |
| Penserra Capital Management LLC | 0.00% | No change | 108 | $3K |
| Sandy Spring Bank | 0.00% | Reduce -60.0% | 80 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 76 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 76 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 70 | $2K |
| Human Investing LLC | 0.00% | New | 67 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 64 | $2K |
| 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 |
| Abound Wealth Management | 0.00% | No change | 50 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -41.9% | 50 | $2K |
| NewSquare Capital LLC | 0.00% | New | 43 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +2.6% | 39 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 39 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 39 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -67.8% | 37 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 37 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 34 | $1K |
| McIlrath & Eck, LLC | 0.00% | No change | 31 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 30 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $785 |
| Frazier Financial Advisors, LLC | 0.00% | New | 15 | $530 |
| Kimelman & Baird, LLC | 0.00% | No change | 9 | $322 |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $250 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $218 |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 6 | $214 |
| Princeton Global Asset Management LLC | 0.00% | No change | 5 | $165 |
"% of holder's portfolio" is SU's weight in each manager's 13F, not the share of Suncor Energy Inc. the manager owns.