Suncor EnergySU

13F holders, Q1 2025 (March 31)
658holders +6
80new positions
73sold out
12famous investors
$38.88avg. 13F price*

At the end of Q1 2025, 658 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, up 6 from Q4 2024. 80 opened new positions and 73 sold out. The largest holders were Royal Bank of Canada ($2.8B), Vanguard Group Inc. ($2.1B) and Elliott Investment Management ($2.0B). 12 famous investors held it, including Paul Singer (18.7% of Elliott Investment Management's portfolio), Ray Dalio (0.2% of Bridgewater Associates's portfolio) and Ken Fisher (0.1% of Fisher Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions80$260.9M
Exits73$297.3M

All 13F filers, Q4 2024 → Q1 2025: 87,428,712 shares bought and 73,390,363 shares sold, net +14,038,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 658 holders

Royal Bank of Canada 0.62% Add +9.0% 71,941,384 $2.8B
Vanguard Group Inc. 0.04% Reduce -0.0% 52,999,269 $2.1B
Elliott Investment Management 18.67% No change 52,670,800 $2.0B
Dodge & Cox 0.63% Reduce -0.3% 28,355,454 $1.1B
Cibc World Market Inc. 2.38% Add +18.1% 26,914,477 $1.0B
TD Asset Management Inc 0.95% Reduce -2.7% 26,791,678 $1.0B
Sanders Capital, LLC 1.47% Reduce -0.9% 25,429,950 $984.6M
Bank of Montreal 0.51% Add +8.5% 24,420,534 $945.7M
Invesco Ltd. 0.18% Reduce -12.2% 24,398,798 $944.7M
Artisan Partners Limited Partnership 1.53% Add +0.2% 24,344,423 $942.8M
Massachusetts Financial Services Co. 0.27% Reduce -8.5% 21,320,772 $825.5M
Manufacturers Life Insurance Company, The 0.76% Reduce -15.6% 20,270,248 $788.5M
1832 Asset Management L.P. 1.44% Reduce -3.1% 19,428,675 $752.3M
T. Rowe Price Associates Inc. 0.08% Reduce -40.3% 17,383,871 $673.1M
Toronto Dominion Bank 1.62% Reduce -6.2% 16,186,802 $626.8M
FIL Ltd 0.59% Add +1720.9% 16,018,745 $620.2M
Principal Financial Group Inc. 0.35% Add +65.0% 16,018,129 $620.1M
Mackenzie Financial Corp. 0.85% Add +18.6% 15,377,546 $595.4M
Arrowstreet Capital, Limited Partnership 0.44% Add +55.5% 13,931,826 $539.5M
Barclays PLC 0.22% Add +19.2% 12,642,277 $489.5M
Acadian Asset Management LLC 1.36% Add +12290.9% 12,418,784 $480.8M
CIBC Asset Management Inc 1.51% Reduce -13.1% 11,658,439 $453.6M
Goldman Sachs Group Inc. 0.08% Add +71.4% 11,514,808 $445.9M
Dimensional Fund Advisors LP 0.11% Add +2.6% 11,272,827 $436.5M
Federation des caisses Desjardins du Quebec 2.13% Add +0.2% 11,132,170 $430.8M
Connor, Clark & Lunn Investment Management Ltd. 1.67% Reduce -2.5% 9,878,076 $382.5M
Geode Capital Management, LLC 0.03% Add +12.2% 8,561,133 $339.5M
Bank of America Corp. 0.03% Reduce -8.5% 8,516,291 $329.8M
Morgan Stanley 0.02% Add +6.9% 8,404,876 $325.4M
FMR LLC 0.02% Reduce -12.6% 8,330,967 $322.6M
Canada Pension Plan Investment Board 0.31% Add +27.6% 8,149,381 $315.6M
Beutel, Goodman & Co Ltd. 1.79% Reduce -9.1% 8,002,493 $309.8M
Lyrical Asset Management LP 4.41% Reduce -2.2% 5,212,452 $290.4M
National Bank of Canada 0.33% Reduce -58.3% 7,251,569 $280.4M
JPMorgan Chase & Co. 0.02% Add +14.8% 6,964,494 $269.7M
Bank of Nova Scotia 0.60% Reduce -27.5% 6,873,323 $266.2M
Wells Fargo & Company 0.06% Reduce -3.5% 6,483,027 $251.0M
Fisher Asset Management 0.09% Add +49.8% 5,594,862 $216.6M
Capital Research Global Investors 0.04% Add +0.3% 4,888,967 $189.3M
Legal & General Group Plc 0.05% Add +1.7% 4,874,571 $188.7M
Charles Schwab Investment Management Inc. 0.03% Add +0.9% 4,497,006 $174.1M
Scotia Capital Inc. 0.92% Reduce -0.3% 4,426,094 $171.2M
TD Waterhouse Canada Inc. 1.40% Reduce -0.6% 4,474,608 $170.6M
Franklin Resources Inc. 0.05% Add +31.8% 4,293,637 $166.3M
UBS Group AG 0.04% Add +19.7% 4,205,106 $162.8M
Amundi 0.06% Add +3.7% 4,386,824 $161.3M
Alberta Investment Management Corp 1.11% Add +43.3% 3,994,577 $154.6M
Cardinal Capital Management, Inc. 4.77% Reduce -0.8% 3,624,028 $140.4M
Allianz Asset Management GmbH 0.21% Add +5.6% 3,594,783 $139.2M
Swiss National Bank 0.10% Reduce -2.3% 3,577,692 $138.6M
Agf Management Ltd. 0.73% Reduce -19.0% 2,875,477 $137.9M
Bank of New York Mellon Corp 0.03% Add +13.3% 3,492,472 $135.2M
Merewether Investment Management, LP 4.84% New 3,439,415 $133.2M
Brown Advisory Inc. 0.19% Add +8.7% 3,347,712 $129.6M
Nuveen, LLC 0.04% — 3,255,816 $126.0M
Two Sigma Investments, LP 0.22% Add +47.4% 2,549,232 $98.7M
Locust Wood Capital Advisers, LLC 3.30% Reduce -10.9% 2,441,657 $94.5M
Voloridge Investment Management, LLC 0.35% Reduce -13.1% 2,435,838 $94.3M
AustralianSuper Pty Ltd 0.47% Add +1025.0% 2,149,643 $83.2M
Royal London Asset Management Ltd. 0.19% Add +0.3% 2,107,324 $81.6M
Letko, Brosseau & Associates Inc. 1.72% Reduce -4.3% 2,087,905 $80.8M
Jupiter Asset Management Ltd. 0.72% Reduce -20.4% 1,939,545 $75.1M
Fiera Capital Corp 0.27% Add +29.1% 1,919,956 $74.4M
Mufg Securities (canada), LTD. 2.56% Reduce -1.1% 1,898,908 $73.5M
Guardian Capital LP 2.85% Reduce -14.4% 1,873,189 $72.5M
Recurrent Investment Advisors LLC 5.96% Add +3.9% 1,787,491 $70.3M
Scheer, Rowlett & Associates Investment Management Ltd. 5.18% Add +2.8% 1,804,212 $69.9M
BlackRock, Inc. 0.00% Reduce -64.4% 1,803,809 $69.8M
Two Sigma Advisers, LP 0.15% Add +112.3% 1,776,640 $68.8M
Russell Investments Group, Ltd. 0.09% Reduce -5.4% 1,718,304 $66.5M
Check Capital Management Inc. 4.26% Reduce -0.5% 1,692,875 $65.5M
Assenagon Asset Management S.A. 0.11% Reduce -53.0% 1,631,287 $63.2M
Northern Trust Corp. 0.01% Add +12.9% 1,488,377 $57.6M
Deutsche Bank AG 0.02% Reduce -33.8% 1,438,949 $55.7M
Intact Investment Management Inc. 1.71% Reduce -39.5% 1,288,324 $49.9M
Qube Research & Technologies Ltd 0.08% Reduce -46.3% 1,258,737 $48.7M
Van Eck Associates Corp. 0.06% Add +13.1% 1,169,090 $45.3M
Addenda Capital Inc. 1.67% Reduce -7.4% 811,534 $45.2M
Lazard Asset Management LLC 0.07% Reduce -36.0% 1,146,932 $44.4M
Bridgewater Associates 0.20% Add +52.9% 1,123,184 $43.5M
Korea Investment CORP 0.10% Reduce -3.5% 1,063,776 $41.2M
Janus Henderson Group PLC 0.02% Add +28.3% 1,046,122 $40.2M
Ruffer LLP 1.45% Add +3.4% 973,447 $37.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +36.3% 944,533 $36.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Reduce -10.3% 939,104 $36.4M
Holocene Advisors, LP 0.10% Add +123.6% 907,755 $35.1M
Public Employees Retirement System of Ohio 0.13% Add +66.2% 907,013 $35.1M
NewEdge Wealth, LLC 0.63% Add +4.3% 897,009 $34.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.20% Reduce -66.5% 821,999 $31.8M
Corient Private Wealth LP 0.05% Add +7.0% 801,035 $31.0M
Focus Partners Wealth 0.08% Add +1.3% 796,967 $30.9M
HSBC Holdings PLC 0.02% Reduce -13.9% 793,807 $30.7M
American Century Companies Inc. 0.02% Reduce -3.9% 747,523 $28.9M
State of Tennessee, Department of Treasury 0.11% Reduce -1.6% 717,810 $27.8M
Clark Capital Management Group, Inc. 0.19% Add +5.8% 692,839 $26.8M
DekaBank Deutsche Girozentrale 0.05% Add +1.3% 700,698 $26.7M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +290.6% 680,905 $26.5M
River Road Asset Management, LLC 0.34% Reduce -3.5% 642,500 $24.9M
Wellington Management Group LLP 0.00% Add +76.3% 631,786 $24.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.04% Reduce -1.4% 618,260 $23.9M
Vident Advisory, LLC 0.35% Add +19.1% 618,175 $23.9M
Envestnet Asset Management Inc. 0.01% Reduce -1.6% 609,027 $23.6M
Montrusco Bolton Investments Inc. 0.31% New 604,407 $23.4M
Citadel Advisors 0.02% Reduce -23.4% 578,347 $22.4M
Alyeska Investment Group, L.P. 0.09% Reduce -55.6% 570,236 $22.1M
Pacer Advisors, Inc. 0.06% Reduce -9.2% 559,428 $21.7M
Trexquant Investment LP 0.24% Add +66.9% 524,000 $20.3M
Hillsdale Investment Management Inc. 1.02% Reduce -31.9% 520,168 $20.1M
SIG North Trading, ULC 4.05% Reduce -3.4% 512,921 $19.9M
Bank of Nova Scotia Trust Co. 2.12% Reduce -0.0% 512,836 $19.9M
Natixis Advisors, LLC 0.04% Reduce -52.3% 512,064 $19.8M
Ameriprise Financial Inc. 0.01% Reduce -21.2% 491,366 $19.8M
Rempart Asset Management Inc. 3.85% Reduce -5.9% 481,442 $18.6M
First Foundation Advisors 0.72% Reduce -10.2% 454,062 $17.6M
Intech Investment Management LLC 0.18% Reduce -42.2% 448,447 $17.4M
BNP Paribas Financial Markets 0.01% Add +48.1% 446,058 $17.3M
Susquehanna Portfolio Strategies, LLC 7.40% New 444,600 $17.2M
First Trust Advisors LP 0.02% Add +27.7% 441,287 $17.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -8.7% 423,944 $16.6M
O'shaughnessy Asset Management, LLC 0.13% Reduce -15.4% 417,475 $16.2M
Pictet Asset Management Holding SA 0.02% Add +2.8% 415,317 $16.1M
Nicola Wealth Management LTD. 1.53% Reduce -16.3% 404,922 $15.7M
Barings LLC 0.40% Reduce -27.0% 404,920 $15.7M
Cubist Systematic Strategies, LLC 0.20% Add +1409.1% 398,406 $15.4M
Quantbot Technologies LP 0.48% Add +144.0% 387,943 $15.0M
Cardinal Point Capital Management ULC 1.35% New 394,061 $14.7M
Great Lakes Advisors, LLC 0.13% Add +495.4% 377,406 $14.6M
Renaissance Technologies 0.02% New 359,826 $13.9M
Neuberger Berman Group LLC 0.01% Add +5.5% 346,921 $13.4M
Raymond James Financial Inc. 0.01% Reduce -35.3% 341,262 $13.2M
Crossmark Global Holdings, Inc. 0.23% Add +1.2% 331,846 $12.8M
Sei Investments Co. 0.02% Reduce -25.4% 331,499 $12.8M
Point72 Asset Management 0.04% Reduce -74.8% 327,878 $12.7M
Segall Bryant & Hamill, LLC 0.19% Reduce -11.7% 317,974 $12.3M
Man Group plc 0.04% Add +175.4% 315,532 $12.2M
D. E. Shaw & Co. 0.02% Add +21.1% 312,593 $12.1M
Mediolanum International Funds Ltd 0.16% Add +11.4% 308,558 $11.9M
Easterly Investment Partners LLC 0.92% Add +11.7% 286,657 $11.1M
Maryland State Retirement & Pension System 0.26% Add +20.0% 286,710 $11.1M
Citigroup Inc. 0.01% Reduce -20.0% 284,693 $11.0M
Susquehanna Fundamental Investments, LLC 0.18% No change 279,600 $10.8M
Corigliano Investment Advisers, LLC 4.71% New 273,000 $10.6M
Ontario Teachers Pension Plan Board 0.17% Add +18.5% 272,772 $10.6M
Meixler Investment Management, Ltd. 7.28% Reduce -3.0% 271,446 $10.5M
Guinness Asset Management LTD 0.20% Reduce -19.3% 272,114 $10.5M
Arcadia Investment Management Corp. 1.89% Reduce -1.2% 270,072 $10.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +2.4% 255,758 $9.9M
Northwest & Ethical Investments L.P. 0.26% Add +12.9% 244,579 $9.5M
Guardian Partners Inc. 0.94% Add +0.3% 270,084 $9.1M
Lloyd Harbor Capital Management, LLC 6.89% New 235,000 $9.1M
Gilder Gagnon Howe & Co. LLC 0.12% Reduce -7.1% 230,910 $8.9M
Jane Street Group, LLC 0.02% Reduce -45.9% 227,404 $8.8M
CANADA LIFE ASSURANCE Co 0.02% Reduce -2.9% 222,540 $8.6M
Greenfield Seitz Capital Management, LLC 3.09% Reduce -10.9% 209,459 $8.1M
Twin Tree Management, LP 0.18% Add +12.7% 206,850 $8.0M
Genus Capital Management Inc. 1.16% — 206,871 $8.0M
Prospector Partners LLC 0.92% Add +4.6% 206,825 $8.0M
LPL Financial LLC 0.00% Reduce -15.4% 200,348 $7.8M
Kornitzer Capital Management Inc. 0.16% Reduce -0.3% 199,234 $7.7M
Heronetta Management, L.P. 4.02% No change 132,000 $7.4M
Trek Financial, LLC 0.52% Add +3.5% 186,611 $7.2M
PDT Partners, LLC 0.50% Add +84.3% 182,301 $7.1M
Keating Investment Counselors Inc. 2.04% Reduce -12.5% 174,469 $6.8M
Bearing Point Capital, LLC 1.37% Add +3.8% 165,616 $6.4M
Voya Investment Management LLC 0.01% Reduce -18.3% 163,964 $6.3M
Pekin Hardy Strauss, Inc. 0.74% Reduce -10.6% 157,875 $6.1M
Hennessy Advisors Inc. 0.20% Reduce -6.4% 157,760 $6.1M
Aviso Financial Inc. 0.29% Add +4.5% 153,751 $6.0M
Gold Investment Management Ltd. 2.41% Add +1.6% 147,142 $5.7M
Blair William & Co. 0.02% Add +0.4% 145,282 $5.6M
Utah Retirement Systems 0.06% Reduce -2.1% 139,467 $5.4M
PNC Financial Services Group, Inc. 0.00% Add +3.2% 137,729 $5.3M
Fairbanks Capital Management, Inc. 3.37% Reduce -3.3% 135,281 $5.2M
Creative Planning 0.00% Reduce -55.5% 122,812 $4.8M
Aldebaran Capital, LLC 4.50% Reduce -2.0% 122,559 $4.7M
Harvest Portfolios Group Inc. 0.14% Reduce -1.1% 121,528 $4.7M
Public Sector Pension Investment Board 0.02% Reduce -3.5% 120,113 $4.7M
Millennium Management 0.00% Reduce -94.3% 116,015 $4.5M
Miller Howard Investments Inc. 0.14% Reduce -3.3% 115,700 $4.5M
Prudential PLC 0.02% Add +374.9% 115,452 $4.5M
Gabelli Funds LLC 0.03% No change 115,100 $4.5M
Prudential Financial Inc. 0.01% Add +1.1% 112,422 $4.4M
JARISLOWSKY, FRASER Ltd 0.03% Reduce -26.0% 112,242 $4.3M
Onex Canada Asset Management Inc. 0.56% Reduce -25.6% 111,923 $4.3M
ExodusPoint Capital Management, LP 0.06% Reduce -61.2% 109,800 $4.3M
Susquehanna International Group, LLP 0.01% Reduce -6.1% 109,518 $4.2M
Stifel Financial Corp. 0.00% Add +14.4% 109,256 $4.2M
Eagle Global Advisors LLC 0.17% Reduce -3.1% 108,989 $4.2M
Gotham Asset Management 0.04% New 108,755 $4.2M
Alliancebernstein L.P. 0.00% Reduce -52.9% 107,733 $4.2M
Inlet Private Wealth, LLC 1.08% No change 106,855 $4.1M
Gulf International Bank (UK) Ltd 0.14% Add +2767.0% 72,076 $4.0M
Oxbow Advisors, LLC 0.43% Add +3.1% 101,672 $3.9M
Manning & Napier Advisors LLC 0.05% Reduce -2.4% 99,346 $3.8M
K.J. Harrison & Partners Inc 0.74% Add +0.0% 97,072 $3.8M
Bessemer Group Inc. 0.01% Add +104.6% 95,093 $3.7M
Royal Fund Management, LLC 0.43% Add +10.4% 92,661 $3.6M
Meritage Portfolio Management 0.24% Reduce -2.0% 91,696 $3.6M
Schonfeld Strategic Advisors LLC 0.02% Add +21.1% 91,597 $3.5M
Synovus Financial Corp. 0.05% Add +7.0% 91,265 $3.5M
Cetera Investment Advisers 0.01% Reduce -0.1% 90,036 $3.5M
DRW Securities, LLC 0.29% Add +102.7% 62,383 $3.5M
GMO 0.01% Reduce -37.9% 89,428 $3.5M
Stock Yards Bank & Trust Co. 0.12% Reduce -11.1% 89,354 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -3.2% 88,492 $3.4M
Graham Capital Management, L.P. 0.16% Reduce -66.9% 86,840 $3.4M
X-Square Capital, LLC 1.40% Add +1.9% 84,317 $3.3M
Jones Financial Companies LLLP 0.00% Add +24.7% 84,604 $3.2M
Pacifica Partners Inc. 1.48% Reduce -0.8% 88,021 $3.2M
Exencial Wealth Advisors, LLC 0.12% Reduce -0.8% 82,570 $3.2M
Quadrature Capital Ltd 0.07% Reduce -66.3% 81,100 $3.2M
Metis Global Partners, LLC 0.09% Reduce -3.4% 80,211 $3.1M
Investment Management Corp of Ontario 0.06% New 79,670 $3.1M
Y-Intercept (Hong Kong) Ltd 0.21% New 79,532 $3.1M
Ritholtz Wealth Management 0.09% Reduce -21.5% 78,740 $3.0M
Louisbourg Investments Inc. 0.83% Reduce -49.3% 78,405 $3.0M
Horizon Kinetics Asset Management LLC 0.03% No change 77,944 $3.0M
Ninepoint Partners LP 0.52% Reduce -95.1% 76,695 $3.0M
Wasatch Advisors LP 0.02% Reduce -5.8% 73,006 $2.8M
US Bancorp \de 0.00% Reduce -23.8% 72,312 $2.8M
Cerity Partners LLC 0.01% Add +75.7% 72,121 $2.8M
Mirabella Financial Services LLP 0.12% Add +100.0% 70,369 $2.7M
CW Advisors, LLC 0.03% Add +0.7% 69,549 $2.7M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.96% Add +0.4% 68,775 $2.7M
Beverly Hills Private Wealth, LLC 0.53% Reduce -8.3% 68,420 $2.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -18.0% 65,558 $2.5M
Orion Portfolio Solutions, LLC 0.02% Reduce -18.0% 65,558 $2.5M
VELA Investment Management, LLC 0.86% Add +0.1% 64,698 $2.5M
PCJ Investment Counsel Ltd. 0.97% Reduce -65.8% 64,000 $2.5M
NewEdge Advisors, LLC 0.01% Add +15.1% 63,099 $2.4M
Lingohr Asset Management GmbH 0.60% Add +389.0% 62,204 $2.4M
Mariner, LLC 0.00% Reduce -2.6% 62,273 $2.4M
Shell Asset Management Co. 0.11% Reduce -3.0% 62,190 $2.4M
Nebula Research & Development LLC 0.22% Add +322.2% 61,929 $2.4M
Vanguard Personalized Indexing Management, LLC 0.04% Add +4.6% 61,862 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -14.0% 61,643 $2.4M
Swiss Life Asset Management Ltd 0.02% Add +22.6% 61,551 $2.4M
SG Americas Securities, LLC 0.01% Add +716.1% 60,454 $2.3M
Commonwealth Equity Services, LLC 0.00% Add +27.4% 60,313 $2.3M
Polar Asset Management Partners Inc. 0.11% Add +9.1% 60,000 $2.3M
State Street Corp. 0.00% Add +1.0% 58,168 $2.3M
Montgomery Investment Management Inc. 0.88% No change 57,100 $2.2M
Summit Financial, LLC 0.06% Add +2.4% 56,789 $2.2M
Tower Research Capital LLC (TRC) 0.07% Add +2244.6% 56,364 $2.2M
Ashton Thomas Private Wealth, LLC 0.08% Add +4.7% 55,998 $2.2M
South Dakota Investment Council 0.04% No change 55,996 $2.2M
Sabal Trust CO 0.12% Add +10.7% 55,827 $2.2M
Entropy Technologies, LP 0.21% New 54,977 $2.1M
Empowered Funds, LLC 0.03% Reduce -24.3% 54,420 $2.1M
USS Investment Management Ltd 0.02% Reduce -82.9% 54,203 $2.1M
Heartland Advisors Inc. 0.11% Reduce -1.1% 51,070 $2.0M
Oppenheimer Asset Management Inc. 0.02% Add +2.9% 50,656 $2.0M
Truist Financial Corp. 0.00% Add +8.9% 50,555 $2.0M
Sanctuary Advisors, LLC 0.01% Reduce -36.3% 49,660 $1.9M
111 Capital 0.37% New 49,641 $1.9M
Aviva PLC 0.00% Reduce -2.7% 48,156 $1.9M
Rockefeller Capital Management L.P. 0.00% Reduce -0.7% 48,165 $1.9M
Simmons Bank 0.14% Add +5.2% 46,439 $1.8M
Quantinno Capital Management LP 0.01% Add +16.5% 45,545 $1.8M
Engineers Gate Manager LP 0.03% Reduce -7.6% 45,403 $1.8M
Advisors Asset Management, Inc. 0.03% Add +5.5% 45,093 $1.7M
Regions Financial Corp. 0.01% Reduce -26.8% 44,900 $1.7M
PKO Investment Management Joint-Stock Co 0.20% Add +6.0% 44,500 $1.7M
Pinnacle Associates Ltd. 0.03% Reduce -0.3% 44,244 $1.7M
Interval Partners, LP 0.06% Reduce -59.6% 43,119 $1.7M
AXA S.A. 0.01% Add +11.1% 42,883 $1.7M
United Services Automobile Association 0.05% No change 42,012 $1.6M
Qtron Investments LLC 0.24% No change 40,827 $1.6M
Foster & Motley Inc. 0.10% Add +90.6% 40,108 $1.6M
Tidal Investments LLC 0.01% Add +323.7% 38,999 $1.5M
CoreCommodity Management, LLC 0.24% Add +5.8% 38,525 $1.5M
Captrust Financial Advisors 0.00% Reduce -20.0% 38,128 $1.5M
FCG Investment Co 0.92% New 37,628 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -32.5% 37,241 $1.4M
Burling Wealth Partners, LLC 0.30% Add +52.1% 36,719 $1.4M
Harbor Investment Advisory, LLC 0.14% Reduce -1.4% 36,611 $1.4M
Sumitomo Life Insurance Co. 0.05% Reduce -1.6% 35,988 $1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.6% 35,988 $1.4M
Amova Asset Management Americas, Inc. 0.02% Add +1.8% 35,885 $1.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.8% 35,885 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -42.7% 35,252 $1.4M
King Luther Capital Management Corp. 0.01% Reduce -0.9% 35,160 $1.4M
Sequoia Financial Advisors, LLC 0.01% Reduce -1.2% 34,708 $1.3M
UniSuper Management Pty Ltd 0.01% No change 24,100 $1.3M
Quadrant Capital Group LLC 0.05% Add +587.1% 34,017 $1.3M
IMC-Chicago, LLC 0.05% Reduce -12.5% 33,914 $1.3M
Private Advisor Group, LLC 0.01% Reduce -0.8% 33,532 $1.3M
Cannell & Spears LLC 0.03% No change 31,911 $1.2M
Park Avenue Securities LLC 0.01% Add +59.3% 31,543 $1.2M
World Investment Advisors 0.03% Add +29.0% 31,369 $1.2M
Cullen Investment Group, LTD. 0.18% Reduce -1.7% 31,267 $1.2M
Gradient Investments LLC 0.02% Reduce -6.9% 31,123 $1.2M
GS Investments, Inc. 0.56% No change 30,828 $1.2M
Medici Capital LLC 1.41% New 29,900 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Add +10.6% 29,801 $1.2M
Unigestion Holding SA 0.07% New 29,600 $1.1M
Signaturefd, LLC 0.02% Reduce -1.2% 29,108 $1.1M
Caprock Group, LLC 0.03% Reduce -1.4% 28,899 $1.1M
Everett Harris & Co. 0.01% Reduce -0.1% 28,675 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -16.5% 27,872 $1.1M
TrueMark Investments, LLC 0.28% New 27,472 $1.1M
Hantz Financial Services, Inc. 0.02% Add +20.3% 27,237 $1.1M
Tyler-Stone Wealth Management 0.19% Reduce -10.0% 26,895 $1.0M
One Capital Management, LLC 0.03% New 26,346 $1.0M
Arkadios Wealth Advisors 0.04% Add +35.0% 25,747 $997K
Silvercrest Asset Management Group LLC 0.01% Reduce -76.2% 25,466 $986K
Numerai GP LLC 0.19% New 25,423 $984K
Mosaic Financial Group, LLC 0.79% No change 25,142 $973K
Sequent Planning LLC 0.35% Reduce -2.0% 25,042 $970K
Zions Bancorporation, National Association 0.06% — 25,033 $969K
Capital World Investors 0.00% New 24,794 $960K
AQR Capital Management 0.00% Add +14.2% 25,015 $959K
Pathstone Holdings, LLC 0.00% Add +1.6% 24,466 $947K
OneDigital Investment Advisors LLC 0.01% Reduce -9.8% 24,431 $946K
Live Oak Investment Partners 0.74% New 24,180 $936K
CWA Asset Management Group, LLC 0.04% Add +15.3% 24,008 $930K
Archford Capital Strategies, LLC 0.14% New 23,887 $925K
Credit Agricole S A 0.00% Add +2.2% 23,600 $914K
Thoroughbred Financial Services, LLC 0.06% Add +0.3% 23,504 $910K
Trust Co. of Toledo NA 0.12% Add +2.2% 23,491 $910K
State of Wyoming 0.12% Reduce -30.6% 23,460 $908K
Mitchell & Pahl Private Wealth, LLC 0.42% Reduce -3.1% 23,343 $904K
Syon Capital LLC 0.07% Add +4.7% 23,151 $896K
Cigna Investments Inc. 0.17% Reduce -2.6% 22,922 $887K
Robertson Stephens Wealth Management, LLC 0.03% Add +0.6% 22,731 $880K
Verition Fund Management LLC 0.01% Add +289.6% 22,715 $880K
Squarepoint Ops LLC 0.00% Add +11.4% 22,495 $871K
HighTower Advisors, LLC 0.00% Reduce -33.9% 22,486 $871K
Balyasny Asset Management L.P. 0.00% Reduce -96.6% 22,375 $867K
Mraz, Amerine & Associates, Inc. 0.15% Reduce -0.7% 22,594 $866K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.40% Add +613.1% 22,300 $863K
MML Investors Services, LLC 0.00% Add +50.4% 22,135 $857K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.0% 22,064 $854K
Magnetar Financial LLC 0.01% New 21,963 $850K
Greenline Partners, LLC 0.12% No change 21,224 $822K
Quinn Opportunity Partners LLC 0.06% Reduce -39.9% 21,000 $813K
Huntington National Bank 0.01% Reduce -4.6% 20,717 $802K
denkapparat Operations GmbH 0.84% New 20,500 $794K
Burney Co./ 0.03% Reduce -1.4% 20,432 $791K
Henshaw Capital LLC 0.03% Add +28.9% 20,325 $787K
Delta Investment Management, LLC 0.16% Reduce -2.9% 20,307 $786K
Massar Capital Management, LP 0.93% New 20,000 $774K
Integrated Wealth Concepts LLC 0.01% Add +172.7% 19,844 $768K
WealthPlan Investment Management, LLC 0.08% New 19,719 $764K
Wahed Invest LLC 0.13% Add +3.0% 19,632 $760K
Mangrove Partners Im, LLC 0.08% New 19,053 $738K
MQS Management LLC 0.40% New 18,109 $701K
Heritage Family Offices, LLP 0.35% Reduce -11.0% 17,919 $694K
Investors Research Corp 0.15% No change 17,752 $687K
Mather Group, Llc. 0.01% Reduce -0.7% 17,743 $687K
Kestra Private Wealth Services, LLC 0.01% Reduce -22.1% 17,541 $679K
CSS LLC 0.14% Reduce -3.4% 17,482 $677K
BTG Pactual Asset Management US LLC 0.09% New 17,120 $663K
Courier Capital LLC 0.04% Reduce -2.6% 17,025 $659K
Evergreen Capital Management LLC 0.02% Reduce -3.3% 16,818 $651K
Prelude Capital Management, LLC 0.07% Add +4.2% 16,758 $649K
Aigen Investment Management, LP 0.10% New 16,686 $646K
Walleye Capital LLC 0.01% Reduce -44.9% 16,543 $641K
Yousif Capital Management, LLC 0.01% No change 16,425 $636K
Schechter Investment Advisors, LLC 0.05% Reduce -33.0% 16,257 $629K
CIBC Private Wealth Group LLC 0.00% Reduce -0.5% 19,718 $624K
HB Wealth Management, LLC 0.01% New 15,904 $616K
180 Wealth Advisors, LLC 0.10% Add +1.9% 15,753 $610K
Verdence Capital Advisors LLC 0.05% Reduce -23.2% 15,739 $609K
Goldstein Advisors, LLC 0.09% New 15,362 $595K
Certuity, LLC 0.06% No change 15,192 $588K
Versor Investments LP 0.09% Reduce -40.2% 15,002 $581K
Waverly Advisors, LLC 0.01% Reduce -6.0% 14,997 $581K
Inspire Advisors, LLC 0.06% Reduce -5.2% 14,414 $558K
Glenmede Trust Co. NA 0.00% Reduce -6.6% 14,161 $548K
Wolverine Trading, LLC 0.02% Reduce -71.3% 14,179 $544K
Winthrop Capital Management, LLC 0.15% Add +2.6% 13,654 $529K
Avantax Advisory Services, Inc. 0.00% Reduce -6.8% 13,630 $528K
First Financial Corp. 0.25% Add +11.0% 13,234 $512K
Freedom Investment Management, Inc. 0.04% Reduce -15.2% 13,018 $504K
Brandywine Trust Co. 0.08% No change 13,000 $503K
Atria Wealth Solutions, Inc. 0.01% Reduce -34.1% 12,995 $503K
Formidable Asset Management, LLC 0.08% Reduce -28.6% 12,721 $493K
AXS Investments LLC 0.13% Reduce -73.2% 12,587 $487K
Quantitative Investment Management, LLC 0.04% New 12,591 $487K
McCarter Private Wealth Services LLC 0.32% No change 12,500 $484K
Mercer Global Advisors Inc. 0.00% Add +8.6% 12,484 $483K
Steward Partners Investment Advisory, LLC 0.00% Add +12.9% 12,350 $478K
Chase Investment Counsel Corp. 0.17% Reduce -0.7% 12,329 $477K
Guggenheim Capital LLC 0.00% Add +13.9% 12,252 $474K
Parallax Volatility Advisers, L.P. 0.02% New 12,249 $474K
Aviance Capital Partners, LLC 0.07% No change 12,127 $470K
Maverick Capital 0.01% New 12,068 $467K
CenterStar Asset Management, LLC 0.67% Add +34.5% 12,000 $465K
CHICAGO TRUST Co NA 0.09% Add +17.5% 11,833 $458K
SCP Investment, LP 0.39% Reduce -52.4% 11,800 $457K
Kestra Advisory Services, LLC 0.00% Add +7.9% 11,737 $454K
M&T Bank Corp 0.00% Reduce -13.6% 11,627 $451K
Principal Securities, Inc. 0.01% No change 12,423 $443K
Cidel Asset Management Inc. 0.03% Reduce -14.4% 11,400 $441K
Ruggaard & Associates LLC 0.19% Add +6.6% 11,330 $439K
Harvey Capital Management Inc. 0.11% Reduce -40.9% 11,325 $439K
Institute for Wealth Management, LLC. 0.06% No change 11,301 $438K
Cresset Asset Management, LLC 0.00% Add +3.5% 11,046 $428K
Farmers & Merchants Investments Inc. 0.01% No change 10,915 $423K
Compound Planning, Inc. 0.02% Reduce -20.5% 10,824 $419K
Crewe Advisors LLC 0.06% No change 10,794 $418K
Guinness Atkinson Asset Management Inc 0.23% Reduce -4.6% 10,744 $416K
First Bank & Trust 0.08% Reduce -3.2% 10,712 $415K
Dynamic Technology Lab Private Ltd 0.06% Reduce -75.1% 10,482 $406K
Rathbones Group PLC 0.00% Reduce -1.4% 10,450 $405K
Ewing Morris & Co. Investment Partners Ltd. 0.13% New 7,133 $397K
Corient IA LP 0.28% — 10,000 $387K
Core Alternative Capital 0.09% Add +0.8% 9,908 $384K
Steph & Co. 0.14% Reduce -5.4% 9,890 $383K
Wealthspire Advisors, LLC 0.00% New 9,795 $379K
Greenleaf Trust 0.00% Add +0.4% 9,780 $379K
Walleye Trading LLC 0.01% New 9,778 $379K
&partners 0.00% Add +24.4% 9,864 $378K
Candriam S.C.A. 0.00% Reduce -4.5% 9,692 $375K
Forum Financial Management, LP 0.01% No change 9,618 $372K
Avior Wealth Management, LLC 0.01% No change 9,597 $372K
Gateway Investment Advisers LLC 0.00% Reduce -3.3% 9,505 $368K
Hills Bank & Trust Co 0.03% No change 9,471 $367K
Merit Financial Group, LLC 0.01% Add +14.1% 9,429 $365K
Claret Asset Management Corp 0.07% Reduce -1.8% 9,272 $359K
Van Den Berg Management I, Inc. 0.11% Reduce -1.0% 9,264 $359K
Spire Wealth Management 0.01% Add +5.5% 9,230 $357K
Guyasuta Investment Advisors Inc. 0.02% No change 9,228 $357K
Cullen/Frost Bankers, Inc. 0.00% Add +7.0% 8,989 $348K
Asset Dedication, LLC 0.03% Reduce -10.2% 8,983 $348K
Leigh Baldwin & Co., LLC 0.28% Add +0.8% 8,943 $346K
Atria Investments, Inc 0.00% Reduce -17.6% 8,897 $344K
GTS Securities LLC 0.01% New 8,703 $337K
Kathmere Capital Management, LLC 0.03% Reduce -14.2% 8,701 $337K
Sage Investment Counsel LLC 0.41% No change 8,400 $325K
Checchi Capital Advisers, LLC 0.02% Add +1.0% 8,336 $323K
Faithward Advisors, LLC 0.06% Reduce -0.6% 8,256 $320K
Valeo Financial Advisors, LLC 0.01% Add +0.0% 8,081 $313K
Driehaus Capital Management LLC 0.00% No change 8,000 $310K
Savant Capital, LLC 0.00% Reduce -9.8% 7,898 $306K
Keel Point, LLC 0.02% Add +9.9% 7,827 $303K
Natixis 0.00% Add +31.2% 7,787 $302K
CenterBook Partners LP 0.02% Reduce -71.4% 7,720 $299K
XTX Topco Ltd 0.02% New 7,666 $297K
Roxbury Financial LLC 0.29% Reduce -2.8% 7,722 $296K
Independence Bank of Kentucky 0.05% Reduce -63.6% 7,597 $294K
Bayesian Capital Management, LP 0.05% Reduce -12.9% 7,577 $293K
JFS Wealth Advisors, LLC 0.02% Reduce -0.5% 7,382 $286K
Northern Financial Advisors Inc 0.23% No change 7,308 $283K
Hardy Reed LLC 0.03% No change 7,307 $283K
Net Worth Advisory Group 0.09% Reduce -4.2% 7,209 $279K
Value Partners Investments Inc. 0.02% New 7,134 $277K
SIH Partners, LLLP 0.02% New 7,099 $275K
Blue Trust, Inc. 0.00% Add +9.1% 7,099 $275K
Lido Advisors, LLC 0.00% Reduce -0.1% 6,869 $266K
Fox Hill Wealth Management 0.16% Reduce -2.9% 6,842 $265K
Edgestream Partners, L.P. 0.01% New 6,801 $263K
Alan B Lancz & Associates, Inc. 0.28% No change 6,700 $259K
Keystone Wealth Services, LLC 0.07% Add +4.1% 6,680 $259K
Washington Trust Advisors, Inc. 0.02% Reduce -10.9% 6,561 $254K
Cura Wealth Advisors, LLC 0.10% No change 6,548 $254K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -20.1% 6,509 $252K
Good Life Advisors, LLC 0.02% Add +0.1% 6,462 $250K
Belmont Capital, LLC 0.04% Reduce -2.3% 6,440 $249K
Fractal Investments LLC 0.03% No change 6,400 $248K
Inscription Capital, LLC 0.04% — 6,684 $247K
ICONIQ Capital, LLC 0.00% New 6,346 $246K
Choreo, LLC 0.00% Reduce -59.2% 6,205 $240K
Clarius Group, LLC 0.01% Reduce -5.5% 6,080 $235K
Sagespring Wealth Partners, LLC 0.01% Add +5.8% 6,065 $235K
Fifth Third Bancorp 0.00% Reduce -2.8% 6,007 $233K
Cwm, LLC 0.00% Reduce -6.6% 5,977 $231K
MAI Capital Management 0.00% Reduce -0.0% 5,956 $231K
Sowell Financial Services LLC 0.01% New 5,935 $230K
Beese Fulmer Investment Management, Inc. 0.02% No change 5,870 $227K
Coldstream Capital Management Inc. 0.00% Add +3.2% 5,861 $227K
Tacita Capital Inc 0.16% No change 5,851 $227K
Townsquare Capital LLC 0.00% Add +1.7% 5,770 $223K
HighPoint Advisor Group LLC 0.01% Add +13.3% 6,243 $223K
AE Wealth Management LLC 0.00% New 5,554 $215K
Pinnacle Wealth Planning Services, Inc. 0.03% New 5,549 $215K
Stratos Wealth Partners, LTD. 0.00% Reduce -10.7% 5,548 $215K
Advisory Services Network, LLC 0.00% Reduce -26.4% 5,521 $214K
Ascent Group, LLC 0.01% New 5,509 $213K
Intelligence Driven Advisers, LLC 0.04% New 5,492 $213K
PDS Planning, Inc 0.02% New 5,489 $213K
WINTON GROUP Ltd 0.01% New 5,479 $212K
Martin Investment Management, LLC 0.05% New 5,400 $209K
Rhumbline Advisers 0.00% Reduce -7.3% 5,382 $208K
Flputnam Investment Management Co. 0.00% New 5,372 $208K
Moody National Bank Trust Division 0.02% New 5,316 $206K
United Capital Financial Advisors, LLC 0.00% New 5,269 $204K
Neville Rodie & Shaw Inc. 0.02% Reduce -16.0% 5,258 $204K
Parallel Advisors, LLC 0.00% Reduce -17.3% 5,208 $202K
Evelyn Partners Investment Management LLP 0.01% No change 5,200 $201K
Hara Capital LLC 0.14% No change 5,200 $201K
True Link Financial Advisors, LLC 0.01% New 5,197 $201K
Total Wealth Planning & Management, Inc. 0.21% New 5,184 $201K
Farther Finance Advisors, LLC 0.01% Reduce -19.7% 5,051 $197K
Bayforest Capital Ltd 0.08% Add +154.6% 5,030 $195K
First Horizon Advisors, Inc. 0.01% Reduce -4.1% 4,808 $186K
Erste Asset Management GmbH 0.00% No change 4,800 $186K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,000 $175K
Virtus Investment Advisers, LLC 0.05% New 4,345 $168K
Spirit of America Management Corp. 0.03% No change 4,000 $155K
Cary Street Partners Financial LLC 0.00% Reduce -43.7% 3,946 $153K
NBT Bank, N.A. 0.01% No change 3,614 $140K
Lindbrook Capital, LLC 0.01% Add +14.8% 3,581 $139K
Atlas Capital Advisors Inc. 0.02% Add +1.3% 3,494 $135K
Provenance Wealth Advisors, LLC 0.02% Reduce -38.5% 3,440 $133K
Assetmark, Inc. 0.00% Reduce -92.8% 3,366 $130K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +1.1% 3,190 $124K
Chilton Capital Management LLC 0.01% No change 3,110 $120K
Grayhawk Investment Strategies Inc. 0.26% No change 3,004 $116K
Wilmington Savings Fund Society, FSB 0.00% Reduce -4.6% 2,997 $116K
Hexagon Capital Partners LLC 0.02% Reduce -3.2% 2,887 $112K
Basso Capital Management, L.P. 0.09% No change 2,700 $105K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.6% 2,690 $104K
10Elms LLP 0.12% No change 2,650 $103K
Fortitude Family Office, LLC 0.04% New 2,631 $102K
Riverview Trust Co 0.10% No change 2,539 $98K
Union Savings Bank 0.05% No change 2,475 $96K
Blume Capital Management, Inc. 0.02% Reduce -0.8% 2,330 $90K
Sawyer & Company, Inc 0.04% Reduce -2.6% 2,260 $88K
EverSource Wealth Advisors, LLC 0.00% Reduce -16.5% 2,203 $85K
CoreCap Advisors, LLC 0.00% Add +3.3% 2,036 $79K
GHP Investment Advisors, Inc. 0.00% Reduce -6.7% 2,002 $78K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $77K
Geneos Wealth Management Inc. 0.00% Add +172.5% 1,981 $77K
AdvisorNet Financial, Inc 0.01% Add +109.1% 1,978 $77K
Whittier Trust Co. 0.00% No change 1,931 $75K
CENTRAL TRUST Co 0.00% Add +0.8% 1,854 $72K
Transamerica Financial Advisors, LLC 0.01% Reduce -4.7% 1,758 $69K
V-Square Quantitative Management LLC 0.01% No change 1,200 $67K
Cromwell Holdings LLC 0.04% No change 1,718 $67K
Garde Capital, Inc. 0.00% New 1,713 $66K
Cary Street Partners Investment Advisory LLC 0.04% Add +369.6% 1,700 $66K
Private Trust Co. NA 0.01% Reduce -1.5% 1,680 $65K
UMB Bank, n.a. 0.00% Add +15.8% 1,609 $62K
Nemes Rush Group LLC 0.01% Reduce -5.2% 1,600 $62K
Grove Bank & Trust 0.01% No change 1,542 $60K
Brown Brothers Harriman & Co. 0.00% No change 1,516 $59K
Allworth Financial LP 0.00% Reduce -17.5% 1,567 $56K
Stonebridge Financial Group, LLC 0.01% No change 1,265 $49K
WealthCollab, LLC 0.03% Add +2.2% 1,228 $48K
Macquarie Group Ltd. 0.00% No change 1,200 $47K
Legacy Bridge, LLC 0.03% No change 1,199 $46K
Harbour Investments, Inc. 0.00% Add +67.0% 1,169 $45K
Ascentis Wealth Management, LLC 0.01% New 1,120 $44K
IFP Advisors, Inc 0.00% Add +9.1% 1,119 $43K
Covestor Ltd 0.03% Add +0.6% 1,101 $43K
Golden State Wealth Management, LLC 0.01% No change 1,094 $42K
Wayfinding Financial, LLC 0.02% New 1,104 $42K
Crowley Wealth Management, Inc. 0.04% No change 990 $38K
Delta Asset Management LLC 0.00% No change 981 $38K
TD Private Client Wealth LLC 0.00% Reduce -94.8% 940 $36K
N.E.W. Advisory Services LLC 0.00% New 936 $36K
Rosenberg Matthew Hamilton 0.01% No change 931 $36K
SBI Securities Co., Ltd. 0.00% Add +38.9% 917 $36K
Peoples Financial Services Corp. 0.02% No change 913 $35K
Kiker Wealth Management, LLC 0.02% New 900 $35K
Adirondack Trust Co. 0.01% No change 896 $35K
Bruce G. Allen Investments, LLC 0.03% Reduce -19.3% 859 $33K
Accent Capital Management, LLC 0.02% No change 857 $33K
TCTC Holdings, LLC 0.00% No change 850 $33K
Eastern Bank 0.00% Add +25.9% 850 $33K
HHM Wealth Advisors, LLC 0.00% No change 848 $33K
Salem Investment Counselors Inc. 0.00% Add +97.6% 820 $32K
Hanson & Doremus Investment Management 0.00% Add +143.5% 789 $31K
HM Payson & Co. 0.00% No change 785 $30K
Ridgewood Investments LLC 0.01% No change 750 $29K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -85.0% 730 $28K
Private Wealth Asset Management, LLC 0.00% — 696 $27K
Clearstead Advisors, LLC 0.00% No change 694 $27K
JCIC Asset Management Inc. 0.01% No change 661 $26K
West Financial Advisors, LLC 0.00% No change 658 $25K
Capital A Wealth Management, LLC 0.02% No change 593 $23K
Colonial Trust Co / SC 0.00% Reduce -18.1% 588 $23K
PFS Partners, LLC 0.01% Add +0.9% 552 $21K
Lanark Financial, Inc. 0.00% — 566 $21K
Brooklyn Investment Group 0.00% Reduce -2.4% 530 $21K
Financial Perspectives, Inc 0.01% No change 524 $20K
Arax Advisory Partners 0.00% Reduce -24.3% 514 $20K
Game Plan Financial Advisors, LLC 0.01% No change 500 $19K
Valley National Advisers Inc. 0.00% No change 500 $19K
SouthState Bank Corp 0.00% New 476 $18K
Navigoe, LLC 0.01% No change 420 $16K
Smartleaf Asset Management LLC 0.00% Reduce -33.3% 415 $16K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +105.0% 410 $16K
SWAN Capital LLC 0.01% No change 400 $15K
Gen-Wealth Partners Inc 0.01% No change 400 $15K
Pinnacle Bancorp, Inc. 0.00% Add +31.3% 386 $15K
Parkside Financial Bank & Trust 0.00% Add +208.9% 380 $15K
Richardson Financial Services Inc. 0.01% Add +1.6% 376 $15K
Ravenstone Capital Management Inc. 0.01% New 363 $14K
Capital Analysts, LLC 0.00% No change 369 $14K
CX Institutional 0.00% New 358 $14K
Bank of New Hampshire 0.00% No change 350 $14K
Alpine Bank Wealth Management 0.00% — 350 $14K
Princeton Global Asset Management LLC 0.00% Add +6720.0% 341 $13K
Caldwell Trust Co 0.00% No change 312 $12K
Gables Capital Management Inc. 0.01% No change 300 $12K
Beacon Capital Management, LLC 0.00% Add +1.1% 287 $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
Creative Capital Management Investments LLC 0.00% No change 257 $10K
Quent Capital, LLC 0.00% No change 255 $10K
Continuum Advisory, LLC 0.00% Reduce -50.9% 253 $10K
GPS Wealth Strategies Group, LLC 0.00% Add +191.8% 248 $10K
Bfsg, LLC 0.00% Reduce -36.3% 247 $10K
Whipplewood Advisors, LLC 0.01% Reduce -64.4% 207 $9K
Logan Capital Management Inc. 0.00% Add +0.9% 212 $8K
Park Square Financial Group, LLC 0.01% Reduce -20.6% 201 $8K
Toth Financial Advisory Corp. 0.00% No change 201 $8K
Concord Wealth Partners 0.00% No change 200 $8K
Oakworth Capital, Inc. 0.00% New 196 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 190 $7K
NewSquare Capital LLC 0.00% Add +323.3% 182 $7K
Sierra Ocean, LLC 0.01% Add +15.9% 175 $7K
Physician Wealth Advisors, Inc. 0.00% Add +110.5% 160 $6K
GAMMA Investing LLC 0.00% Reduce -36.0% 155 $6K
Center for Financial Planning, Inc. 0.00% No change 150 $6K
Mattson Financial Services, LLC 0.00% Reduce -89.2% 144 $6K
Cornerstone Planning Group LLC 0.00% Add +82.0% 142 $5K
True Wealth Design, LLC 0.00% Reduce -0.8% 124 $5K
Penserra Capital Management LLC 0.00% No change 108 $4K
NFSG Corp 0.00% No change 100 $4K
Sound Income Strategies, LLC 0.00% No change 98 $4K
CVA Family Office, LLC 0.00% No change 97 $4K
Addison Advisors LLC 0.00% No change 95 $4K
Cape Investment Advisory, Inc. 0.00% Reduce -25.4% 94 $4K
Country Trust Bank 0.00% New 91 $4K
Larson Financial Group LLC 0.00% No change 76 $3K
WPG Advisers, LLC 0.00% Reduce -50.0% 75 $3K
Cherry Tree Wealth Management, LLC 0.00% New 72 $3K
Kestra Investment Management, LLC 0.00% Add +89.2% 70 $3K
Solstein Capital, LLC 0.00% No change 70 $3K
Tompkins Financial Corp. 0.00% New 70 $3K
Bell Investment Advisors, Inc 0.00% No change 59 $2K
CKW Financial Group 0.00% No change 50 $2K
American National Bank & Trust 0.00% New 51 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 50 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 50 $2K
Abound Wealth Management 0.00% No change 50 $2K
Perritt Capital Management Inc 0.00% New 48 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 39 $2K
Valued Wealth Advisors LLC 0.00% No change 39 $2K
Raffa Wealth Management, LLC 0.00% No change 39 $2K
Rossby Financial, LCC 0.00% New 41 $1K
McIlrath & Eck, LLC 0.00% No change 31 $1K
First Command Advisory Services, Inc. 0.00% New 22 $852
Broadwater Capital Management LLC 0.00% Reduce -46.7% 16 $620
Kimelman & Baird, LLC 0.00% No change 9 $349
Perkins Coie Trust Co 0.00% New 9 $348
Highline Wealth Partners LLC 0.00% No change 7 $271
Horizon Investments, LLC 0.00% New 7 $271
Glen Eagle Advisors, LLC 0.00% No change 6 $239
Pension & Wealth Management Advisors, Inc. 0.00% No change 6 $232
High Note Wealth, LLC 0.00% New 5 $194
Vision Financial Markets LLC 0.00% New 1 $39
Avion Wealth 0.00% New 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.