Suncor EnergySU

13F holders, Q4 2024 (December 31)
652holders +15
51new positions
60sold out
10famous investors
$35.87avg. 13F price*

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

0200400600800 Q1 2024: 595Q1 2024Q2 2024: 633Q2 2024Q3 2024: 637Q3 2024Q4 2024: 652Q4 2024Q1 2025: 658Q1 2025Q2 2025: 642Q2 2025Q3 2025: 637Q3 2025Q4 2025: 681Q4 2025Q1 2026: 752Q1 2026Q2 2026: 756Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions51$273.3M
Exits60$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.