Suncor EnergySU

13F holders, Q2 2025 (June 30)
642holders −16
56new positions
72sold out
11famous investors
$37.59avg. 13F price*

At the end of Q2 2025, 642 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, down 16 from Q1 2025. 56 opened new positions and 72 sold out. The largest holders were Royal Bank of Canada ($2.3B), Vanguard Group Inc. ($2.0B) and Elliott Investment Management ($2.0B). 11 famous investors held it, including Paul Singer (16.3% of Elliott Investment Management's portfolio), Steve Cohen (0.4% of Point72 Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions56$178.4M
Exits72$124.2M

All 13F filers, Q1 2025 → Q2 2025: 78,273,563 shares bought and 93,979,807 shares sold, net −15,706,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 642 holders

Royal Bank of Canada 0.45% Reduce -14.7% 61,356,252 $2.3B
Vanguard Group Inc. 0.03% Add +3.1% 54,631,516 $2.0B
Elliott Investment Management 16.32% No change 52,670,800 $2.0B
Artisan Partners Limited Partnership 1.88% Add +38.5% 33,722,975 $1.3B
Dodge & Cox 0.58% Reduce -3.4% 27,401,654 $1.0B
TD Asset Management Inc 0.82% Reduce -4.4% 25,600,991 $957.1M
Bank of Montreal 0.47% Add +2.0% 24,919,006 $934.0M
Cibc World Market Inc. 1.99% Reduce -10.7% 24,036,604 $900.2M
Manufacturers Life Insurance Company, The 0.70% Add +3.2% 20,911,602 $779.8M
Invesco Ltd. 0.13% Reduce -17.3% 20,177,288 $755.6M
Massachusetts Financial Services Co. 0.23% Reduce -8.4% 19,535,211 $731.6M
1832 Asset Management L.P. 1.26% Reduce -0.8% 19,267,670 $721.6M
Principal Financial Group Inc. 0.37% Add +17.0% 18,748,156 $700.9M
FIL Ltd 0.58% Add +13.9% 18,250,921 $683.7M
Goldman Sachs Group Inc. 0.10% Add +49.4% 17,205,697 $644.4M
UBS Group AG 0.13% Add +296.4% 16,670,606 $624.3M
Toronto Dominion Bank 1.33% Add +0.8% 16,324,986 $611.9M
Mackenzie Financial Corp. 0.70% Reduce -6.8% 14,324,290 $536.9M
National Bank of Canada 0.53% Add +81.3% 13,147,816 $492.2M
Barclays PLC 0.19% Add +1.6% 12,845,462 $481.1M
Morgan Stanley 0.03% Add +42.4% 11,971,887 $448.3M
Dimensional Fund Advisors LP 0.10% Add +3.9% 11,715,918 $438.8M
Acadian Asset Management LLC 0.86% Reduce -10.8% 11,082,344 $414.3M
Canada Pension Plan Investment Board 0.34% Add +29.5% 10,555,381 $395.6M
Geode Capital Management, LLC 0.03% Add +18.5% 10,147,653 $387.5M
Connor, Clark & Lunn Investment Management Ltd. 1.24% Reduce -4.8% 9,404,509 $352.7M
Bank of America Corp. 0.03% Add +7.2% 9,126,124 $341.8M
CIBC Asset Management Inc 1.05% Reduce -23.9% 8,876,168 $333.8M
Fisher Asset Management 0.12% Add +49.6% 8,372,012 $313.5M
Arrowstreet Capital, Limited Partnership 0.22% Reduce -41.0% 8,221,959 $308.0M
JPMorgan Chase & Co. 0.02% Add +11.5% 7,768,243 $290.9M
Beutel, Goodman & Co Ltd. 1.64% Reduce -3.7% 7,704,918 $288.0M
Federation des caisses Desjardins du Quebec 1.25% Reduce -31.6% 7,618,200 $285.3M
FMR LLC 0.02% Reduce -10.3% 7,474,756 $280.0M
Lyrical Asset Management LP 3.41% Reduce -11.2% 4,630,892 $236.2M
Wells Fargo & Company 0.05% Reduce -8.6% 5,928,350 $222.0M
T. Rowe Price Associates Inc. 0.02% Reduce -68.2% 5,535,930 $207.3M
Franklin Resources Inc. 0.05% Add +16.0% 4,979,309 $186.6M
Legal & General Group Plc 0.05% Add +1.4% 4,941,181 $184.7M
Capital Research Global Investors 0.04% Add +0.8% 4,927,212 $184.6M
Charles Schwab Investment Management Inc. 0.03% Add +4.3% 4,691,130 $175.4M
Amundi 0.06% Add +2.1% 4,478,860 $171.5M
TD Waterhouse Canada Inc. 1.21% Reduce -0.3% 4,463,197 $168.5M
Scotia Capital Inc. 0.78% Reduce -0.2% 4,415,281 $165.3M
Agf Management Ltd. 0.71% Add +24.1% 3,568,948 $155.2M
Sanders Capital, LLC 0.20% Reduce -84.3% 3,993,467 $149.6M
Point72 Asset Management 0.36% Add +1077.5% 3,860,719 $144.6M
Swiss National Bank 0.08% Add +5.1% 3,759,592 $140.3M
Cardinal Capital Management, Inc. 4.25% Reduce -0.1% 3,622,337 $135.6M
Bank of New York Mellon Corp 0.03% Add +1.3% 3,538,257 $132.5M
Brown Advisory Inc. 0.17% Add +0.0% 3,348,301 $125.4M
Merewether Investment Management, LP 3.38% Reduce -9.1% 3,127,704 $117.2M
Bank of Nova Scotia 0.24% Reduce -55.3% 3,075,955 $115.2M
Alberta Investment Management Corp 0.91% Reduce -28.5% 2,855,500 $107.0M
Millennium Management 0.09% Add +2154.6% 2,615,659 $97.9M
Allianz Asset Management GmbH 0.13% Reduce -30.2% 2,510,771 $93.9M
Locust Wood Capital Advisers, LLC 2.54% Reduce -5.7% 2,301,686 $86.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.49% Add +175.4% 2,264,093 $84.9M
Two Sigma Investments, LP 0.15% Reduce -15.9% 2,143,173 $80.3M
AustralianSuper Pty Ltd 0.40% Reduce -1.1% 2,127,137 $79.7M
Royal London Asset Management Ltd. 0.18% Add +0.9% 2,126,044 $79.6M
BlackRock, Inc. 0.00% Add +15.9% 2,090,786 $78.3M
Letko, Brosseau & Associates Inc. 1.49% Reduce -0.1% 2,085,227 $78.0M
Mufg Securities (canada), LTD. 2.37% Add +9.6% 2,081,087 $77.8M
OMERS ADMINISTRATION Corp 0.59% New 2,000,003 $74.8M
Jupiter Asset Management Ltd. 0.58% Reduce -4.0% 1,861,534 $69.6M
Guardian Capital LP 2.46% Reduce -0.7% 1,860,547 $69.6M
Recurrent Investment Advisors LLC 5.50% Add +0.2% 1,791,431 $68.0M
Scheer, Rowlett & Associates Investment Management Ltd. 4.16% Reduce -5.1% 1,712,566 $64.2M
Fiera Capital Corp 0.20% Reduce -17.1% 1,592,115 $59.6M
Van Eck Associates Corp. 0.07% Add +32.1% 1,544,359 $57.9M
Deutsche Bank AG 0.02% Add +7.2% 1,542,773 $57.8M
Voloridge Investment Management, LLC 0.20% Reduce -39.9% 1,463,901 $54.8M
Qube Research & Technologies Ltd 0.08% Add +15.2% 1,449,703 $54.3M
Northern Trust Corp. 0.01% Reduce -9.7% 1,343,846 $50.3M
Korea Investment CORP 0.11% Add +24.2% 1,321,344 $49.4M
Two Sigma Advisers, LP 0.10% Reduce -26.1% 1,312,840 $49.2M
Nuveen, LLC 0.01% Reduce -59.8% 1,309,254 $48.9M
Intact Investment Management Inc. 1.62% Reduce -1.0% 1,275,844 $47.8M
Citadel Advisors 0.04% Add +108.3% 1,204,777 $45.1M
Holocene Advisors, LP 0.11% Add +32.3% 1,201,128 $45.0M
Renaissance Technologies 0.06% Add +227.2% 1,177,426 $44.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +20.1% 1,128,113 $42.2M
Lazard Asset Management LLC 0.06% Reduce -3.1% 1,111,108 $41.6M
Janus Henderson Group PLC 0.02% Add +4.0% 1,087,687 $40.7M
Russell Investments Group, Ltd. 0.05% Reduce -36.9% 1,084,504 $40.6M
Addenda Capital Inc. 1.45% Reduce -2.7% 789,307 $40.3M
SIG North Trading, ULC 8.35% Add +98.3% 1,017,358 $38.1M
NewEdge Wealth, LLC 0.59% Add +6.7% 956,991 $37.4M
Cubist Systematic Strategies, LLC 0.39% Add +143.0% 968,049 $36.3M
Citigroup Inc. 0.02% Add +232.8% 947,333 $35.4M
Ruffer LLP 1.54% Reduce -4.5% 929,257 $34.8M
Susquehanna Portfolio Strategies, LLC 0.75% Add +106.8% 919,400 $34.4M
American Century Companies Inc. 0.02% Add +17.5% 878,325 $32.9M
Check Capital Management Inc. 2.08% Reduce -50.3% 841,456 $31.5M
Public Employees Retirement System of Ohio 0.11% Reduce -7.2% 841,833 $31.5M
D. E. Shaw & Co. 0.03% Add +164.8% 827,639 $31.0M
Balyasny Asset Management L.P. 0.07% Add +3528.8% 811,935 $30.4M
Clark Capital Management Group, Inc. 0.21% Add +15.1% 797,393 $29.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -16.5% 788,435 $29.5M
Focus Partners Wealth 0.06% Reduce -1.5% 784,847 $29.4M
Corient Private Wealth LP 0.04% Reduce -8.0% 737,345 $27.6M
State of Tennessee, Department of Treasury 0.10% No change 717,810 $26.8M
Vident Advisory, LLC 0.30% Add +15.5% 713,862 $26.7M
HSBC Holdings PLC 0.02% Reduce -12.6% 693,845 $26.0M
DekaBank Deutsche Girozentrale 0.05% Reduce -1.3% 691,631 $26.0M
Great Lakes Advisors, LLC 0.21% Add +81.0% 683,127 $25.6M
BNP Paribas Financial Markets 0.02% Add +50.9% 673,161 $25.2M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -1.9% 667,805 $25.0M
Woodline Partners LP 0.13% New 638,881 $23.9M
Envestnet Asset Management Inc. 0.01% Add +4.5% 636,738 $23.8M
Montrusco Bolton Investments Inc. 0.26% Add +2.1% 617,173 $23.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.50% Reduce -2.0% 605,589 $22.7M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 600,000 $22.5M
Alyeska Investment Group, L.P. 0.08% Add +4.5% 595,856 $22.3M
Ameriprise Financial Inc. 0.00% Reduce -10.1% 441,995 $19.5M
Point72 Europe (London) LLP 0.99% New 514,201 $19.3M
Allspring Global Investments Holdings, LLC 0.03% Add +17.2% 496,768 $18.8M
Wellington Management Group LLP 0.00% Reduce -20.5% 502,361 $18.8M
Bank of Nova Scotia Trust Co. 1.85% Reduce -2.3% 500,924 $18.8M
Bridgewater Associates 0.07% Reduce -55.7% 497,618 $18.6M
Natixis Advisors, LLC 0.03% Reduce -5.1% 485,919 $18.2M
Rempart Asset Management Inc. 3.44% Reduce -0.6% 478,740 $17.9M
O'shaughnessy Asset Management, LLC 0.11% Add +6.1% 443,123 $16.6M
Pictet Asset Management Holding SA 0.02% Add +5.0% 436,135 $16.3M
First Foundation Advisors 0.59% Reduce -6.5% 424,370 $15.9M
Mediolanum International Funds Ltd 0.18% Add +30.0% 401,244 $15.1M
Cardinal Point Capital Management ULC 1.16% Reduce -0.6% 391,847 $14.7M
Neuberger Berman Group LLC 0.01% Add +12.1% 388,904 $14.5M
Raymond James Financial Inc. 0.00% Add +4.8% 357,613 $13.4M
Barings LLC 0.32% Reduce -12.6% 353,855 $13.3M
Crossmark Global Holdings, Inc. 0.20% Add +1.3% 336,046 $12.6M
Intech Investment Management LLC 0.12% Reduce -25.8% 332,950 $12.4M
PDT Partners, LLC 0.70% Add +80.6% 329,262 $12.3M
Maryland State Retirement & Pension System 0.26% Add +11.5% 319,619 $12.0M
Ontario Teachers Pension Plan Board 0.25% Add +15.6% 315,278 $11.8M
Alliancebernstein L.P. 0.00% Add +185.9% 308,028 $11.5M
Segall Bryant & Hamill, LLC 0.16% Reduce -5.3% 301,201 $11.3M
Guardian Partners Inc. 0.96% Add +0.8% 272,119 $10.7M
Meixler Investment Management, Ltd. 6.91% Reduce -1.4% 267,722 $10.0M
Jane Street Group, LLC 0.02% Add +16.2% 264,252 $9.9M
Canoe Financial LP 0.14% New 257,500 $9.7M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.6% 251,602 $9.6M
Y-Intercept (Hong Kong) Ltd 0.23% Add +214.4% 250,028 $9.4M
Arcadia Investment Management Corp. 1.48% Reduce -8.4% 247,467 $9.3M
Guinness Asset Management LTD 0.16% Reduce -9.8% 245,325 $9.2M
Sei Investments Co. 0.01% Reduce -29.5% 233,842 $8.8M
Northwest & Ethical Investments L.P. 0.21% Reduce -6.8% 228,027 $8.5M
Twin Tree Management, LP 0.21% Add +10.2% 227,876 $8.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.6% 216,810 $8.1M
Gilder Gagnon Howe & Co. LLC 0.09% Reduce -6.4% 216,114 $8.1M
Trexquant Investment LP 0.09% Reduce -59.8% 210,803 $7.9M
Greenfield Seitz Capital Management, LLC 2.78% Add +0.4% 210,371 $7.9M
LPL Financial LLC 0.00% Add +4.9% 210,093 $7.9M
Rockefeller Capital Management L.P. 0.02% Add +329.9% 207,071 $7.9M
XTX Topco Ltd 0.31% Add +2535.6% 202,047 $7.6M
Hillsdale Investment Management Inc. 0.27% Reduce -61.9% 198,120 $7.4M
Kornitzer Capital Management Inc. 0.15% Reduce -1.9% 195,388 $7.3M
Susquehanna Fundamental Investments, LLC 0.19% Reduce -33.6% 185,700 $7.0M
Prospector Partners LLC 0.81% Reduce -10.5% 185,113 $6.9M
First Trust Advisors LP 0.01% Reduce -59.0% 181,077 $6.8M
Voya Investment Management LLC 0.01% Add +10.2% 180,751 $6.8M
Heronetta Management, L.P. 3.75% No change 132,000 $6.7M
Man Group plc 0.01% Reduce -44.2% 176,179 $6.6M
Keating Investment Counselors Inc. 1.97% Reduce -0.1% 174,269 $6.5M
Creative Planning 0.01% Add +36.2% 167,318 $6.3M
Bearing Point Capital, LLC 1.14% Add +0.1% 165,751 $6.2M
Easterly Investment Partners LLC 0.44% Reduce -42.9% 163,736 $6.1M
Hennessy Advisors Inc. 0.20% No change 157,760 $5.9M
Aviso Financial Inc. 0.26% Reduce -0.0% 153,743 $5.8M
Pekin Hardy Strauss, Inc. 0.66% Reduce -3.0% 153,158 $5.7M
Picton Mahoney Asset Management 0.08% New 151,236 $5.6M
Gold Investment Management Ltd. 2.12% Add +2.1% 150,311 $5.6M
Prudential Financial Inc. 0.01% Add +30.7% 146,905 $5.5M
Utah Retirement Systems 0.05% No change 139,467 $5.2M
PNC Financial Services Group, Inc. 0.00% Reduce -1.6% 135,486 $5.1M
Fairbanks Capital Management, Inc. 2.88% Reduce -0.1% 135,191 $5.1M
CW Advisors, LLC 0.05% Add +89.6% 131,856 $4.9M
Blair William & Co. 0.01% Reduce -12.2% 127,625 $4.8M
USS Investment Management Ltd 0.03% Add +134.8% 127,297 $4.8M
K.J. Harrison & Partners Inc 0.77% Add +28.3% 124,572 $4.7M
Squarepoint Ops LLC 0.01% Add +452.2% 124,216 $4.7M
Harvest Portfolios Group Inc. 0.11% Add +1.6% 123,412 $4.6M
Aldebaran Capital, LLC 4.48% Reduce -1.1% 121,159 $4.5M
Public Sector Pension Investment Board 0.02% Reduce -1.1% 118,813 $4.4M
Gabelli Funds LLC 0.03% No change 115,100 $4.3M
Vise Technologies, Inc. 0.18% — 114,353 $4.3M
Silvercrest Asset Management Group LLC 0.03% Add +335.8% 110,987 $4.2M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -1.8% 110,282 $4.1M
Eagle Global Advisors LLC 0.17% Reduce -0.0% 108,964 $4.1M
Inlet Private Wealth, LLC 0.98% No change 106,855 $4.0M
Miller Howard Investments Inc. 0.13% Reduce -7.7% 106,787 $4.0M
Engineers Gate Manager LP 0.05% Add +134.3% 106,359 $4.0M
Oxbow Advisors, LLC 0.44% Add +3.0% 104,700 $3.9M
Stifel Financial Corp. 0.00% Reduce -4.8% 103,956 $3.9M
Shell Asset Management Co. 0.13% Add +65.8% 103,082 $3.9M
Cambria Investment Management, L.P. 0.25% New 98,690 $3.7M
Osaic Holdings, Inc. 0.01% Add +155.2% 95,051 $3.6M
Manning & Napier Advisors LLC 0.04% Reduce -2.4% 96,922 $3.6M
ExodusPoint Capital Management, LP 0.04% Reduce -12.9% 95,600 $3.6M
Synovus Financial Corp. 0.04% Add +3.5% 94,468 $3.5M
Jones Financial Companies LLLP 0.00% Add +11.2% 94,057 $3.5M
Bessemer Group Inc. 0.01% Reduce -1.3% 93,825 $3.5M
Genus Capital Management Inc. 0.45% Reduce -54.7% 93,716 $3.5M
Cetera Investment Advisers 0.01% Add +3.0% 92,739 $3.5M
Metis Global Partners, LLC 0.09% Add +12.9% 90,552 $3.4M
Meritage Portfolio Management 0.21% Reduce -2.6% 89,323 $3.3M
Victory Capital Management Inc. 0.00% New 89,304 $3.3M
Royal Fund Management, LLC 0.36% Reduce -3.7% 89,220 $3.3M
Pacifica Partners Inc. 1.34% Reduce -0.1% 87,961 $3.3M
X-Square Capital, LLC 1.14% Add +0.1% 84,442 $3.2M
Ritholtz Wealth Management 0.07% Add +7.1% 84,313 $3.2M
CoreCommodity Management, LLC 0.50% Add +111.2% 81,360 $3.0M
Ninepoint Partners LP 0.59% Add +5.6% 80,995 $3.0M
Ensign Peak Advisors, Inc 0.01% Reduce -8.4% 81,092 $3.0M
Stock Yards Bank & Trust Co. 0.10% Reduce -10.7% 79,770 $3.0M
Louisbourg Investments Inc. 0.69% Reduce -0.0% 78,394 $2.9M
Horizon Kinetics Asset Management LLC 0.03% No change 77,944 $2.9M
Exencial Wealth Advisors, LLC 0.10% Reduce -6.0% 77,582 $2.9M
Swiss Life Asset Management Ltd 0.02% Add +21.8% 74,940 $2.8M
Wasatch Advisors LP 0.01% Add +2.5% 74,800 $2.8M
Westerkirk Capital Inc. 0.35% — 74,810 $2.8M
Investment Management Corp of Ontario 0.04% Reduce -6.4% 74,570 $2.8M
Mariner, LLC 0.00% Add +17.2% 72,960 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +17.7% 72,823 $2.7M
Beverly Hills Private Wealth, LLC 0.52% Add +6.3% 72,752 $2.7M
CWA Asset Management Group, LLC 0.11% Add +197.6% 71,437 $2.7M
US Bancorp \de 0.00% Reduce -3.0% 70,173 $2.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.82% No change 68,775 $2.6M
Prudential PLC 0.02% Reduce -40.7% 68,466 $2.6M
Cerity Partners LLC 0.00% Reduce -5.4% 68,224 $2.6M
Schonfeld Strategic Advisors LLC 0.02% Reduce -26.0% 67,768 $2.5M
NewEdge Advisors, LLC 0.01% Add +6.4% 67,142 $2.5M
PCJ Investment Counsel Ltd. 0.86% Add +4.3% 66,760 $2.5M
VELA Investment Management, LLC 0.74% Add +2.2% 66,147 $2.5M
Verition Fund Management LLC 0.01% Add +189.6% 65,790 $2.5M
Quantinno Capital Management LP 0.01% Add +36.4% 62,131 $2.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -14.8% 61,408 $2.3M
Hancock Whitney Corp. 0.04% New 57,757 $2.2M
Ashton Thomas Private Wealth, LLC 0.08% Add +1.6% 56,885 $2.1M
Montgomery Investment Management Inc. 0.82% Reduce -1.4% 56,300 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -9.1% 56,066 $2.1M
South Dakota Investment Council 0.04% No change 55,996 $2.1M
Summit Financial, LLC 0.05% Reduce -1.9% 55,722 $2.1M
Empowered Funds, LLC 0.02% Add +0.9% 54,933 $2.1M
Truist Financial Corp. 0.00% Add +1.8% 51,441 $1.9M
AXA S.A. 0.01% Add +17.2% 50,278 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.0% 50,138 $1.9M
Onex Canada Asset Management Inc. 0.23% Reduce -55.5% 49,778 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +43.1% 49,668 $1.9M
Entropy Technologies, LP 0.15% Reduce -10.9% 49,003 $1.8M
Numerai GP LLC 0.26% Add +90.4% 48,401 $1.8M
Aviva PLC 0.00% Reduce -0.4% 47,974 $1.8M
Sanctuary Advisors, LLC 0.01% Reduce -4.0% 47,684 $1.8M
Heartland Advisors Inc. 0.10% Reduce -6.7% 47,644 $1.8M
Dynamic Technology Lab Private Ltd 0.24% Add +353.3% 47,516 $1.8M
Simmons Bank 0.13% Add +1.8% 47,278 $1.8M
PKO Investment Management Joint-Stock Co 0.18% No change 44,500 $1.7M
State Street Corp. 0.00% Reduce -24.8% 43,723 $1.6M
Captrust Financial Advisors 0.00% Add +13.3% 43,200 $1.6M
Pinnacle Associates Ltd. 0.02% Reduce -2.9% 42,944 $1.6M
Advisors Asset Management, Inc. 0.03% Reduce -5.1% 42,782 $1.6M
Burling Wealth Partners, LLC 0.29% Add +15.9% 42,570 $1.6M
Erste Asset Management GmbH 0.01% Add +354.7% 21,827 $1.5M
Walleye Capital LLC 0.02% Add +145.3% 40,575 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -33.1% 40,337 $1.5M
Tidal Investments LLC 0.01% Reduce -0.8% 38,706 $1.4M
Foster & Motley Inc. 0.08% Reduce -4.0% 38,519 $1.4M
Harbor Investment Advisory, LLC 0.12% Add +2.1% 37,369 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -66.3% 36,913 $1.4M
Janney Montgomery Scott LLC 0.00% Add +3.0% 36,328 $1.4M
Park Avenue Securities LLC 0.01% Add +15.1% 36,295 $1.4M
SG Americas Securities, LLC 0.01% Reduce -40.1% 36,233 $1.4M
AQR Capital Management 0.00% Add +44.7% 36,203 $1.4M
Regions Financial Corp. 0.01% Reduce -20.2% 35,839 $1.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.8% 35,608 $1.3M
Amova Asset Management Americas, Inc. 0.01% Reduce -0.8% 35,608 $1.3M
Signaturefd, LLC 0.02% Add +20.3% 35,002 $1.3M
Sciencast Management LP 0.27% New 34,983 $1.3M
111 Capital 0.22% Reduce -29.8% 34,862 $1.3M
Qtron Investments LLC 0.17% Reduce -14.8% 34,766 $1.3M
Sumitomo Life Insurance Co. 0.09% Reduce -4.9% 34,235 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -4.9% 34,235 $1.3M
Private Advisor Group, LLC 0.01% Add +1.6% 34,061 $1.3M
Virtu Financial LLC 0.07% New 33,904 $1.3M
Gradient Investments LLC 0.02% Add +8.8% 33,871 $1.3M
Capital World Investors 0.00% Add +34.9% 33,442 $1.3M
TrueMark Investments, LLC 0.26% Add +18.3% 32,486 $1.2M
Tower Research Capital LLC (TRC) 0.03% Reduce -42.6% 32,365 $1.2M
Cannell & Spears LLC 0.02% Reduce -0.3% 31,800 $1.2M
Cullen Investment Group, LTD. 0.17% Add +0.8% 31,518 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +56.9% 31,127 $1.2M
GS Investments, Inc. 0.51% No change 30,828 $1.2M
Wahed Invest LLC 0.17% Add +55.0% 30,424 $1.1M
Stonehage Fleming Financial Services Holdings Ltd 0.03% No change 29,801 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -55.2% 29,389 $1.1M
UniSuper Management Pty Ltd 0.01% Reduce -11.2% 21,400 $1.1M
Quadrant Capital Group LLC 0.04% Reduce -17.3% 28,120 $1.1M
World Investment Advisors 0.02% Reduce -10.5% 28,068 $1.1M
Hantz Financial Services, Inc. 0.02% Add +0.3% 27,308 $1.0M
Tyler-Stone Wealth Management 0.16% Add +0.0% 26,897 $1.0M
MML Investors Services, LLC 0.00% Add +21.3% 26,855 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.3% 26,382 $988K
King Luther Capital Management Corp. 0.00% Reduce -26.6% 25,815 $967K
Northwestern Mutual Wealth Management Co. 0.00% Add +15.9% 25,582 $958K
FORA Capital, LLC 0.11% New 25,365 $950K
Mosaic Financial Group, LLC 0.72% No change 25,142 $942K
Sequent Planning LLC 0.30% Add +0.3% 25,105 $940K
Quantbot Technologies LP 0.02% Reduce -93.5% 25,060 $938K
Zions Bancorporation, National Association 0.05% Reduce -0.5% 24,919 $933K
Mitchell & Pahl Private Wealth, LLC 0.40% Add +4.3% 24,343 $912K
Trust Co. of Toledo NA 0.10% Add +3.0% 24,194 $906K
Live Oak Investment Partners 0.68% Reduce -1.7% 23,776 $890K
Assenagon Asset Management S.A. 0.00% Reduce -98.5% 23,644 $884K
Archford Capital Strategies, LLC 0.11% Reduce -2.3% 23,345 $874K
Pathstone Holdings, LLC 0.00% Reduce -4.7% 23,318 $873K
FCG Investment Co 0.45% Reduce -38.5% 23,121 $866K
Benjamin Edwards Inc. 0.01% New 22,846 $856K
Two Sigma Securities, LLC 0.11% New 22,790 $853K
Mraz, Amerine & Associates, Inc. 0.14% Reduce -0.1% 22,564 $845K
Cigna Investments Inc. 0.14% Reduce -2.1% 22,436 $838K
Syon Capital LLC 0.05% Reduce -5.8% 21,803 $817K
Greenline Partners, LLC 0.11% No change 21,224 $795K
Magnetar Financial LLC 0.00% Reduce -3.7% 21,158 $793K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 21,043 $788K
Gotham Asset Management 0.00% Reduce -81.0% 20,696 $775K
Everett Harris & Co. 0.01% Reduce -27.9% 20,675 $774K
denkapparat Operations GmbH 0.61% No change 20,500 $768K
Massar Capital Management, LP 0.56% No change 20,000 $749K
Burney Co./ 0.03% Reduce -2.2% 19,986 $748K
Frank, Rimerman Advisors LLC 0.05% New 19,757 $740K
Thoroughbred Financial Services, LLC 0.05% Reduce -16.2% 19,686 $737K
Arkadios Wealth Advisors 0.02% Reduce -26.4% 18,958 $710K
HighTower Advisors, LLC 0.00% Reduce -16.5% 18,782 $703K
WealthPlan Investment Management, LLC 0.05% Reduce -6.8% 18,384 $688K
Heritage Family Offices, LLP 0.35% No change 17,919 $687K
Twinbeech Capital LP 0.02% New 18,027 $675K
Atom Investors LP 0.06% New 17,900 $670K
Huntington National Bank 0.01% Reduce -13.8% 17,858 $669K
Investors Research Corp 0.13% No change 17,752 $665K
Yousif Capital Management, LLC 0.01% Add +7.9% 17,720 $664K
Principal Securities, Inc. 0.01% Add +41.0% 17,513 $656K
Mather Group, Llc. 0.01% Reduce -2.0% 17,394 $651K
Delta Investment Management, LLC 0.12% Reduce -15.3% 17,194 $644K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -24.4% 17,179 $643K
Wolverine Trading, LLC 0.02% Add +20.5% 17,085 $642K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.3% 17,134 $642K
Avantax Advisory Services, Inc. 0.00% Add +21.9% 16,610 $622K
Courier Capital LLC 0.04% Reduce -2.9% 16,525 $619K
180 Wealth Advisors, LLC 0.09% Add +4.1% 16,394 $614K
Prelude Capital Management, LLC 0.06% Reduce -3.5% 16,165 $605K
Verdence Capital Advisors LLC 0.04% Reduce -1.1% 15,573 $583K
Mercer Global Advisors Inc. 0.00% Add +24.4% 15,532 $582K
Certuity, LLC 0.05% Add +1.0% 15,340 $574K
Evergreen Capital Management LLC 0.02% Reduce -11.3% 14,922 $559K
Net Worth Advisory Group 0.12% Add +103.0% 14,633 $548K
CHICAGO TRUST Co NA 0.08% Add +23.6% 14,630 $548K
Compound Planning, Inc. 0.02% Add +33.2% 14,416 $540K
Lingohr Asset Management GmbH 0.97% Reduce -77.0% 14,294 $535K
Inspire Advisors, LLC 0.05% Reduce -2.0% 14,129 $529K
First Financial Corp. 0.24% Add +6.4% 14,080 $527K
Sprott Inc. 0.03% New 14,079 $527K
Bayforest Capital Ltd 0.23% Add +178.9% 14,028 $525K
Winthrop Capital Management, LLC 0.13% Reduce -0.3% 13,616 $510K
Formidable Asset Management, LLC 0.08% No change 12,721 $493K
Brandywine Trust Co. 0.07% No change 13,000 $487K
Glenmede Investment Management, LP 0.00% — 12,980 $486K
Freedom Investment Management, Inc. 0.04% Reduce -0.6% 12,935 $484K
Merit Financial Group, LLC 0.01% Add +36.9% 12,907 $483K
Bridgefront Capital, LLC 0.13% New 12,674 $475K
Savant Capital, LLC 0.00% Add +59.2% 12,574 $471K
Steward Partners Investment Advisory, LLC 0.00% Add +1.8% 12,570 $471K
McCarter Private Wealth Services LLC 0.27% No change 12,500 $468K
Versor Investments LP 0.08% Reduce -18.2% 12,266 $460K
Maverick Capital 0.01% No change 12,068 $452K
Worldquant Millennium Advisors LLC 0.00% New 11,729 $439K
State of Wyoming 0.05% Reduce -50.1% 11,707 $438K
Aviance Capital Partners, LLC 0.06% Reduce -4.1% 11,627 $435K
Strategic Global Advisors, LLC 0.07% New 11,594 $434K
MQS Management LLC 0.24% Reduce -36.5% 11,505 $431K
Kathmere Capital Management, LLC 0.03% Add +30.7% 11,376 $426K
Ruggaard & Associates LLC 0.17% Add +0.1% 11,345 $425K
Institute for Wealth Management, LLC. 0.05% Reduce -2.4% 11,026 $413K
Waverly Advisors, LLC 0.00% Reduce -27.0% 10,952 $410K
Farmers & Merchants Investments Inc. 0.01% No change 10,915 $409K
Guggenheim Capital LLC 0.00% Reduce -11.7% 10,815 $405K
Kestra Advisory Services, LLC 0.00% Reduce -7.9% 10,806 $405K
Crewe Advisors LLC 0.06% No change 10,794 $404K
Quadrature Capital Ltd 0.01% Reduce -86.7% 10,800 $403K
Guinness Atkinson Asset Management Inc 0.21% No change 10,744 $402K
CenterBook Partners LP 0.02% Add +38.3% 10,679 $400K
First Bank & Trust 0.07% Reduce -1.9% 10,509 $394K
Rathbones Group PLC 0.00% No change 10,450 $391K
Mirabella Financial Services LLP 0.04% Reduce -85.5% 10,198 $383K
&partners 0.00% Add +1.6% 10,020 $375K
Corient IA LP 0.22% No change 10,000 $375K
Baron Wealth Management LLC 0.13% New 9,982 $374K
Flputnam Investment Management Co. 0.01% Add +85.7% 9,977 $374K
Cidel Asset Management Inc. 0.02% Reduce -14.0% 9,802 $366K
Steph & Co. 0.12% Reduce -1.1% 9,779 $366K
M&T Bank Corp 0.00% Reduce -15.8% 9,784 $366K
Leuthold Group, LLC 0.04% New 9,653 $362K
Forum Financial Management, LP 0.01% No change 9,618 $360K
Gateway Investment Advisers LLC 0.00% Reduce -0.3% 9,481 $355K
Hills Bank & Trust Co 0.02% Reduce -0.3% 9,441 $354K
Sentry Investment Management LLC 0.19% New 8,965 $348K
Claret Asset Management Corp 0.05% Reduce -0.1% 9,258 $347K
Van Den Berg Management I, Inc. 0.10% Reduce -0.2% 9,244 $346K
Guyasuta Investment Advisors Inc. 0.02% No change 9,228 $346K
Spire Wealth Management 0.01% Reduce -0.1% 9,221 $345K
Asset Dedication, LLC 0.02% No change 8,983 $336K
Leigh Baldwin & Co., LLC 0.21% Reduce -3.6% 8,619 $323K
Parallel Advisors, LLC 0.01% Add +65.4% 8,616 $323K
Independence Bank of Kentucky 0.05% Add +13.2% 8,599 $322K
Value Partners Investments Inc. 0.03% Add +19.9% 8,551 $320K
Sage Investment Counsel LLC 0.36% No change 8,400 $315K
AXS Investments LLC 0.13% Reduce -33.3% 8,395 $314K
Faithward Advisors, LLC 0.05% Add +0.1% 8,261 $309K
Cullen/Frost Bankers, Inc. 0.00% Reduce -8.8% 8,201 $307K
Keystone Wealth Services, LLC 0.07% Add +21.8% 8,139 $305K
Checchi Capital Advisers, LLC 0.02% Reduce -3.5% 8,045 $301K
Advisory Services Network, LLC 0.00% Add +38.3% 7,633 $301K
Aptus Capital Advisors, LLC 0.00% New 8,024 $300K
Atria Investments, Inc 0.00% Reduce -10.1% 8,003 $300K
CIBC Private Wealth Group LLC 0.00% Reduce -59.6% 7,974 $298K
Roxbury Financial LLC 0.29% Add +3.1% 7,965 $298K
Keel Point, LLC 0.02% Reduce -0.2% 7,809 $292K
HRT Financial LP 0.00% New 7,695 $288K
Valeo Financial Advisors, LLC 0.01% Reduce -6.1% 7,589 $284K
Choreo, LLC 0.00% Add +19.4% 7,406 $277K
Clarius Group, LLC 0.02% Add +21.7% 7,398 $277K
Lido Advisors, LLC 0.00% Add +6.8% 7,334 $275K
Natixis 0.00% Reduce -6.0% 7,322 $274K
JFS Wealth Advisors, LLC 0.02% Reduce -1.0% 7,309 $274K
Northern Financial Advisors Inc 0.21% No change 7,308 $274K
Hardy Reed LLC 0.02% Reduce -1.1% 7,225 $271K
OneDigital Investment Advisors LLC 0.00% Reduce -71.1% 7,059 $264K
D'Orazio & Associates, Inc. 0.04% New 7,024 $263K
Arax Advisory Partners 0.01% Add +215.9% 1,624 $262K
Mainstay Capital Management LLC 0.01% New 7,000 $262K
Ewing Morris & Co. Investment Partners Ltd. 0.12% Reduce -2.0% 6,989 $261K
Blue Trust, Inc. 0.00% Reduce -2.0% 6,956 $260K
Martin Investment Management, LLC 0.07% Add +28.1% 6,920 $259K
Caitong International Asset Management Co., Ltd 0.18% New 6,854 $257K
Greenleaf Trust 0.00% Reduce -30.6% 6,791 $254K
Candriam S.C.A. 0.00% Reduce -30.6% 6,730 $252K
MAI Capital Management 0.00% Add +12.7% 6,712 $251K
Alan B Lancz & Associates, Inc. 0.25% No change 6,700 $251K
Cura Wealth Advisors, LLC 0.11% No change 6,548 $245K
PDS Planning, Inc 0.02% Add +19.2% 6,542 $245K
Atria Wealth Solutions, Inc. 0.01% Reduce -49.8% 6,523 $244K
Whittier Trust Co. of Nevada Inc. 0.01% No change 6,509 $244K
Bayesian Capital Management, LP 0.04% Reduce -14.4% 6,489 $243K
Good Life Advisors, LLC 0.02% Add +0.1% 6,468 $242K
Ieq Capital, LLC 0.00% New 6,464 $242K
Belmont Capital, LLC 0.04% No change 6,440 $241K
HighPoint Advisor Group LLC 0.01% Add +2.8% 6,419 $240K
Fractal Investments LLC 0.03% No change 6,400 $240K
DGS Capital Management, LLC 0.05% New 6,399 $240K
CenterStar Asset Management, LLC 0.29% Reduce -46.8% 6,388 $239K
HUB Investment Partners, LLC 0.01% New 6,198 $232K
Assetmark, Inc. 0.00% Add +81.1% 6,095 $228K
Fox Hill Wealth Management 0.12% Reduce -12.0% 6,022 $226K
Sowell Financial Services LLC 0.01% Add +1.1% 6,000 $225K
Cwm, LLC 0.00% Reduce -0.0% 5,975 $224K
Wealthspire Advisors, LLC 0.00% Reduce -39.2% 5,954 $223K
Sagespring Wealth Partners, LLC 0.00% Reduce -2.4% 5,921 $222K
Beese Fulmer Investment Management, Inc. 0.02% No change 5,870 $220K
Tacita Capital Inc 0.14% No change 5,851 $219K
Ascent Group, LLC 0.01% Add +4.7% 5,769 $216K
Fifth Third Bancorp 0.00% Reduce -4.2% 5,755 $216K
Avior Wealth Management, LLC 0.01% Reduce -41.4% 5,620 $210K
Bryn Mawr Trust Advisors, LLC 0.01% New 5,527 $207K
Syverson Strege & Co 0.05% New 5,518 $207K
Hilltop National Bank 0.05% — 5,512 $206K
LGT Group Foundation 0.00% New 5,500 $206K
Moody National Bank Trust Division 0.02% Add +2.8% 5,467 $205K
United Capital Financial Advisors, LLC 0.00% Add +3.5% 5,456 $204K
Goldstein Advisors, LLC 0.03% Reduce -65.0% 5,382 $202K
AE Wealth Management LLC 0.00% Reduce -3.5% 5,358 $201K
Evelyn Partners Investment Management LLP 0.01% No change 5,200 $195K
Hara Capital LLC 0.12% No change 5,200 $195K
Washington Trust Advisors, Inc. 0.02% Reduce -22.5% 5,086 $190K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,000 $187K
First Horizon Advisors, Inc. 0.00% Reduce -6.5% 4,494 $168K
Rhumbline Advisers 0.00% Reduce -18.3% 4,399 $165K
Virtus Investment Advisers, LLC 0.05% Reduce -1.7% 4,273 $160K
Private Trust Co. NA 0.01% Add +150.6% 4,210 $158K
Farther Finance Advisors, LLC 0.00% Reduce -17.0% 4,191 $157K
Global Retirement Partners, LLC 0.00% — 4,069 $152K
Spirit of America Management Corp. 0.03% No change 4,000 $150K
NBT Bank, N.A. 0.01% Add +0.2% 3,622 $136K
Provenance Wealth Advisors, LLC 0.02% Reduce -0.6% 3,420 $128K
Leonteq Securities AG 0.01% New 3,330 $125K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +1.0% 3,222 $120K
Atlas Capital Advisors Inc. 0.01% Reduce -10.6% 3,125 $117K
Chilton Capital Management LLC 0.00% No change 3,110 $116K
Sagard Holdings Management Inc. 0.31% — 3,004 $113K
Wilmington Savings Fund Society, FSB 0.00% Reduce -1.5% 2,951 $111K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.4% 2,729 $102K
Basso Capital Management, L.P. 0.07% No change 2,700 $101K
EverSource Wealth Advisors, LLC 0.00% Add +21.1% 2,667 $100K
10Elms LLP 0.11% No change 2,650 $99K
Union Savings Bank 0.04% No change 2,475 $98K
Riverview Trust Co 0.12% No change 2,539 $95K
Brooklyn Investment Group 0.01% Add +339.1% 2,327 $87K
AdvisorNet Financial, Inc 0.01% Add +12.2% 2,220 $83K
Transamerica Financial Advisors, LLC 0.01% Add +18.4% 2,081 $78K
Allworth Financial LP 0.00% Add +29.0% 2,021 $76K
Whittier Trust Co. 0.00% Add +4.6% 2,019 $76K
GHP Investment Advisors, Inc. 0.00% No change 2,002 $75K
Carderock Capital Management Inc. 0.02% New 2,000 $75K
Blume Capital Management, Inc. 0.02% Reduce -14.2% 2,000 $75K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $75K
CoreCap Advisors, LLC 0.00% Reduce -3.1% 1,972 $74K
Covestor Ltd 0.04% Add +74.4% 1,920 $72K
CENTRAL TRUST Co 0.00% Reduce -0.8% 1,840 $69K
UMB Bank, n.a. 0.00% Add +11.2% 1,789 $67K
Cromwell Holdings LLC 0.04% No change 1,718 $64K
Garde Capital, Inc. 0.00% No change 1,713 $64K
WealthCollab, LLC 0.04% Add +38.5% 1,701 $64K
Nemes Rush Group LLC 0.01% No change 1,600 $60K
Point72 (DIFC) Ltd 0.00% New 1,496 $56K
Sawyer & Company, Inc 0.02% Reduce -54.0% 1,040 $56K
Brown Brothers Harriman & Co. 0.00% Reduce -2.9% 1,472 $55K
IFP Advisors, Inc 0.00% Add +27.6% 1,428 $53K
Macquarie Group Ltd. 0.00% No change 1,200 $45K
Legacy Bridge, LLC 0.02% No change 1,199 $45K
MTM Investment Management, LLC 0.01% New 1,178 $44K
Harbour Investments, Inc. 0.00% No change 1,169 $44K
Ascentis Wealth Management, LLC 0.01% No change 1,120 $42K
Golden State Wealth Management, LLC 0.00% Reduce -3.3% 1,058 $40K
Ridgewood Investments LLC 0.02% Add +33.3% 1,000 $37K
Atlantic Union Bankshares Corp 0.00% New 1,000 $37K
Geneos Wealth Management Inc. 0.00% Reduce -50.2% 986 $37K
Delta Asset Management LLC 0.00% No change 981 $37K
Fairscale Capital, LLC 0.03% New 870 $34K
Peoples Financial Services Corp. 0.02% No change 913 $34K
Kiker Wealth Management, LLC 0.02% No change 900 $34K
Adirondack Trust Co. 0.01% No change 896 $34K
Maseco LLP 0.00% — 867 $32K
Accent Capital Management, LLC 0.01% No change 857 $32K
TCTC Holdings, LLC 0.00% No change 850 $32K
HHM Wealth Advisors, LLC 0.00% No change 848 $32K
Headlands Technologies LLC 0.00% New 816 $31K
Bruce G. Allen Investments, LLC 0.02% Reduce -5.9% 808 $30K
HM Payson & Co. 0.00% No change 785 $29K
N.E.W. Advisory Services LLC 0.00% Reduce -17.1% 776 $29K
Private Wealth Asset Management, LLC 0.00% Add +10.5% 769 $29K
Rosenberg Matthew Hamilton 0.01% Reduce -18.7% 757 $28K
TD Private Client Wealth LLC 0.00% Reduce -22.6% 728 $27K
SBI Securities Co., Ltd. 0.00% Reduce -20.6% 728 $27K
Crowley Wealth Management, Inc. 0.02% No change 990 $26K
Salem Investment Counselors Inc. 0.00% Reduce -16.5% 685 $26K
Eastern Bank 0.00% Reduce -20.6% 675 $25K
RMG Wealth Management LLC 0.00% — 588 $23K
Parvin Asset Management, LLC 0.02% New 600 $22K
Colonial Trust Co / SC 0.00% No change 588 $22K
Clearstead Advisors, LLC 0.00% Reduce -18.3% 567 $21K
PFS Partners, LLC 0.01% Add +0.9% 557 $21K
Parkside Financial Bank & Trust 0.00% Add +38.4% 526 $20K
Financial Perspectives, Inc 0.01% No change 524 $20K
Game Plan Financial Advisors, LLC 0.01% No change 500 $19K
Valley National Advisers Inc. 0.00% No change 500 $18K
Country Trust Bank 0.00% Add +406.6% 461 $17K
Richardson Financial Services Inc. 0.01% Add +14.1% 429 $16K
Ameritas Advisory Services, LLC 0.00% New 413 $15K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 410 $15K
Smartleaf Asset Management LLC 0.00% Reduce -2.4% 405 $15K
Lanark Financial, Inc. 0.00% Reduce -26.9% 414 $15K
SWAN Capital LLC 0.01% No change 400 $15K
Gen-Wealth Partners Inc 0.01% No change 400 $15K
Westside Investment Management, Inc. 0.00% New 378 $14K
Pinnacle Bancorp, Inc. 0.00% Reduce -1.6% 380 $14K
Dixon Mitchell Investment Counsel Inc. 0.00% Reduce -49.3% 370 $14K
Bank of New Hampshire 0.00% No change 350 $13K
Alpine Bank Wealth Management 0.00% No change 350 $13K
CX Institutional 0.00% No change 358 $13K
Princeton Global Asset Management LLC 0.00% No change 341 $13K
Hanson & Doremus Investment Management 0.00% Reduce -58.9% 324 $12K
Capital Analysts, LLC 0.00% Reduce -14.6% 315 $12K
Motco 0.00% New 300 $12K
Caldwell Trust Co 0.00% No change 312 $12K
Gables Capital Management Inc. 0.01% No change 300 $11K
Elevation Point Wealth Partners, LLC 0.00% New 300 $11K
Beacon Capital Management, LLC 0.00% Add +0.7% 289 $11K
Riggs Asset Managment Co. Inc. 0.00% New 285 $11K
Park Square Financial Group, LLC 0.01% Add +40.8% 283 $11K
Core Alternative Capital 0.00% Reduce -97.1% 283 $11K
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
Creative Capital Management Investments LLC 0.00% No change 257 $10K
GPS Wealth Strategies Group, LLC 0.00% No change 248 $9K
Bfsg, LLC 0.00% No change 247 $9K
FSA Wealth Management LLC 0.00% New 245 $9K
Sierra Ocean, LLC 0.01% Add +38.3% 242 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 212 $8K
Logan Capital Management Inc. 0.00% Add +0.9% 214 $8K
NewSquare Capital LLC 0.00% Add +16.5% 212 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 190 $7K
Concord Wealth Partners 0.00% No change 200 $7K
Whipplewood Advisors, LLC 0.00% Reduce -10.1% 186 $7K
Cornerstone Planning Group LLC 0.00% Add +7.0% 152 $6K
GAMMA Investing LLC 0.00% No change 155 $6K
Center for Financial Planning, Inc. 0.00% No change 150 $6K
Strategic Wealth Partners, Ltd. 0.00% — 133 $5K
Cape Investment Advisory, Inc. 0.00% Add +37.2% 129 $5K
Larson Financial Group LLC 0.00% Add +57.9% 120 $4K
True Wealth Design, LLC 0.00% Reduce -4.8% 118 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 113 $4K
Physician Wealth Advisors, Inc. 0.00% Reduce -29.4% 113 $4K
Penserra Capital Management LLC 0.00% No change 108 $4K
NFSG Corp 0.00% No change 100 $4K
WPG Advisers, LLC 0.00% Add +32.0% 99 $4K
Sound Income Strategies, LLC 0.00% No change 98 $4K
CVA Family Office, LLC 0.00% Reduce -5.2% 92 $3K
Perkins Coie Trust Co 0.00% Add +788.9% 80 $3K
Bare Financial Services, Inc 0.00% New 73 $3K
Solstein Capital, LLC 0.00% No change 70 $3K
Tompkins Financial Corp. 0.00% No change 70 $3K
Key Financial Inc 0.00% New 64 $2K
Bell Investment Advisors, Inc 0.00% No change 59 $2K
Mark Sheptoff Financial Planning, LLC 0.00% New 55 $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
Smallwood Wealth Investment Management, LLC 0.00% No change 50 $2K
Perritt Capital Management Inc 0.00% No change 48 $2K
Sunbelt Securities, Inc. 0.00% New 50 $2K
Rossby Financial, LCC 0.00% Add +14.6% 47 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 39 $1K
Valued Wealth Advisors LLC 0.00% No change 39 $1K
Raffa Wealth Management, LLC 0.00% No change 39 $1K
McIlrath & Eck, LLC 0.00% No change 31 $1K
Kimelman & Baird, LLC 0.00% No change 9 $338
Kilter Group LLC 0.00% New 7 $263
Glen Eagle Advisors, LLC 0.00% No change 6 $233
Pension & Wealth Management Advisors, Inc. 0.00% No change 6 $225
High Note Wealth, LLC 0.00% No change 5 $187
Vision Financial Markets LLC 0.00% No change 1 $38
Avion Wealth 0.00% No change 24 $0

"% of holder's portfolio" is SU's weight in each manager's 13F, not the share of Suncor Energy Inc. the manager owns.