Suncor EnergySU

13F holders, Q3 2025 (September 30)
637holders −5
54new positions
55sold out
10famous investors
$41.90avg. 13F price*

At the end of Q3 2025, 637 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, down 5 from Q2 2025. 54 opened new positions and 55 sold out. The largest holders were Royal Bank of Canada ($2.8B), Vanguard Group Inc. ($2.3B) and Elliott Investment Management ($2.2B). 10 famous investors held it, including Paul Singer (16.2% of Elliott Investment Management's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Ken Fisher (0.2% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions54$54.9M
Exits55$604.4M

All 13F filers, Q2 2025 → Q3 2025: 52,870,959 shares bought and 72,407,166 shares sold, net −19,536,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 637 holders

Royal Bank of Canada 0.50% Add +8.9% 66,835,388 $2.8B
Vanguard Group Inc. 0.03% Reduce -0.1% 54,554,516 $2.3B
Elliott Investment Management 16.15% No change 52,670,800 $2.2B
Artisan Partners Limited Partnership 2.04% Add +0.4% 33,868,775 $1.4B
Bank of Montreal 0.58% Add +30.7% 32,558,366 $1.4B
Dodge & Cox 0.62% Add +0.3% 27,471,954 $1.1B
TD Asset Management Inc 0.79% Reduce -9.5% 23,172,847 $969.9M
Manufacturers Life Insurance Company, The 0.79% Add +8.1% 22,601,583 $945.9M
Cibc World Market Inc. 1.89% Reduce -9.4% 21,787,459 $911.6M
Invesco Ltd. 0.13% Reduce -5.5% 19,060,393 $796.9M
Principal Financial Group Inc. 0.40% Add +0.6% 18,854,921 $789.2M
Massachusetts Financial Services Co. 0.24% Reduce -3.6% 18,821,533 $786.9M
1832 Asset Management L.P. 1.31% Reduce -3.8% 18,537,592 $775.1M
FIL Ltd 0.61% Add +1.1% 18,457,871 $772.4M
Toronto Dominion Bank 1.33% Reduce -0.7% 16,205,092 $678.0M
Fisher Asset Management 0.23% Add +85.5% 15,530,965 $649.3M
Arrowstreet Capital, Limited Partnership 0.35% Add +62.2% 13,335,239 $557.7M
Acadian Asset Management LLC 0.94% Add +16.0% 12,851,288 $537.9M
Dimensional Fund Advisors LP 0.11% Add +2.2% 11,975,602 $500.7M
Mackenzie Financial Corp. 0.60% Reduce -17.1% 11,880,317 $497.1M
Geode Capital Management, LLC 0.03% Add +11.5% 11,314,084 $483.1M
Morgan Stanley 0.03% Reduce -8.4% 10,960,287 $458.2M
Canada Pension Plan Investment Board 0.32% Add +2.1% 10,774,343 $450.8M
Connor, Clark & Lunn Investment Management Ltd. 1.31% Add +6.0% 9,965,233 $416.9M
FMR LLC 0.02% Add +30.3% 9,738,942 $407.6M
Bank of America Corp. 0.03% Add +4.3% 9,519,660 $398.0M
Goldman Sachs Group Inc. 0.06% Reduce -46.0% 9,299,064 $388.8M
CIBC Asset Management Inc 1.06% Reduce -1.6% 8,730,916 $366.6M
Barclays PLC 0.13% Reduce -33.3% 8,569,097 $358.3M
National Bank of Canada 0.38% Reduce -38.2% 8,125,266 $339.7M
Federation des caisses Desjardins du Quebec 1.27% Add +1.0% 7,693,782 $321.8M
JPMorgan Chase & Co. 0.02% Reduce -6.2% 7,287,119 $304.7M
Beutel, Goodman & Co Ltd. 1.46% Reduce -24.9% 5,788,651 $242.3M
T. Rowe Price Associates Inc. 0.03% Add +1.3% 5,608,645 $234.5M
Wells Fargo & Company 0.05% Reduce -8.6% 5,417,938 $226.5M
Legal & General Group Plc 0.05% Add +5.5% 5,211,720 $218.1M
Franklin Resources Inc. 0.05% Add +1.2% 5,036,971 $210.7M
Bank of Nova Scotia 0.38% Add +63.5% 5,028,399 $210.5M
Capital Research Global Investors 0.04% Add +0.7% 4,960,303 $207.6M
Charles Schwab Investment Management Inc. 0.03% Add +1.4% 4,758,236 $199.2M
Amundi 0.06% Add +1.0% 4,523,735 $187.9M
Scotia Capital Inc. 0.78% Reduce -0.3% 4,403,931 $184.1M
TD Waterhouse Canada Inc. 1.19% Add +0.5% 4,484,634 $182.8M
UBS Group AG 0.03% Reduce -75.2% 4,127,332 $172.6M
Merewether Investment Management, LP 3.68% Add +17.7% 3,681,304 $154.0M
Cardinal Capital Management, Inc. 4.40% Add +0.5% 3,641,023 $152.5M
Swiss National Bank 0.09% Reduce -6.1% 3,531,892 $147.9M
Brown Advisory Inc. 0.18% Reduce -1.1% 3,311,383 $138.4M
Agf Management Ltd. 0.58% Reduce -30.2% 2,490,106 $130.2M
Bank of New York Mellon Corp 0.02% Reduce -13.3% 3,065,809 $128.2M
Lazard Asset Management LLC 0.17% Add +173.2% 3,036,031 $127.0M
Point72 Asset Management 0.29% Reduce -23.6% 2,948,557 $123.4M
Deutsche Bank AG 0.04% Add +77.5% 2,738,971 $114.5M
Two Sigma Investments, LP 0.18% Add +25.0% 2,679,891 $112.0M
Janus Henderson Group PLC 0.05% Add +145.8% 2,673,465 $111.9M
Alyeska Investment Group, L.P. 0.33% Add +334.8% 2,590,863 $108.3M
Citadel Advisors 0.09% Add +112.8% 2,563,171 $107.2M
Allianz Asset Management GmbH 0.12% Reduce -6.4% 2,349,755 $98.4M
Locust Wood Capital Advisers, LLC 2.57% Reduce -2.2% 2,250,426 $94.1M
Millennium Management 0.07% Reduce -16.8% 2,176,672 $91.1M
Alberta Investment Management Corp 0.71% Reduce -26.3% 2,104,500 $88.0M
Letko, Brosseau & Associates Inc. 1.49% Reduce -0.9% 2,067,377 $86.5M
Mufg Securities (canada), LTD. 2.35% Reduce -3.5% 2,007,606 $84.0M
BlackRock, Inc. 0.00% Reduce -5.8% 1,970,230 $82.4M
Guardian Capital LP 2.53% Add +0.4% 1,867,860 $78.2M
Recurrent Investment Advisors LLC 5.81% Reduce -0.2% 1,787,675 $75.8M
Royal London Asset Management Ltd. 0.16% Reduce -16.7% 1,770,321 $74.0M
Van Eck Associates Corp. 0.07% Add +12.4% 1,735,847 $72.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.41% Reduce -25.3% 1,691,143 $70.8M
Scheer, Rowlett & Associates Investment Management Ltd. 3.98% Reduce -6.9% 1,594,490 $66.7M
Fiera Capital Corp 0.21% Reduce -2.2% 1,556,690 $65.1M
OMERS ADMINISTRATION Corp 0.42% Reduce -30.0% 1,400,003 $58.6M
Northern Trust Corp. 0.01% Add +2.7% 1,379,641 $57.7M
AustralianSuper Pty Ltd 0.27% Reduce -35.6% 1,369,647 $57.3M
Nuveen, LLC 0.01% Reduce -1.0% 1,296,562 $54.3M
Intact Investment Management Inc. 1.57% Reduce -2.5% 1,244,050 $52.1M
Citigroup Inc. 0.04% Add +28.6% 1,217,986 $51.0M
D. E. Shaw & Co. 0.04% Add +37.9% 1,140,910 $47.7M
Korea Investment CORP 0.09% Reduce -16.6% 1,101,308 $46.1M
Addenda Capital Inc. 1.35% Reduce -0.4% 786,380 $45.8M
Jane Street Group, LLC 0.05% Add +313.6% 1,092,981 $45.7M
Assenagon Asset Management S.A. 0.07% Add +4513.9% 1,090,914 $45.6M
HSBC Holdings PLC 0.03% Add +53.6% 1,065,796 $44.6M
Voloridge Investment Management, LLC 0.15% Reduce -27.9% 1,055,290 $44.1M
Holocene Advisors, LP 0.10% Reduce -12.8% 1,046,747 $43.8M
Two Sigma Advisers, LP 0.08% Reduce -23.7% 1,002,240 $41.9M
NewEdge Wealth, LLC 0.58% Add +3.1% 986,242 $40.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Reduce -16.5% 941,621 $39.4M
Ruffer LLP 2.18% Add +0.6% 935,037 $39.1M
Susquehanna Portfolio Strategies, LLC 0.61% No change 919,400 $38.4M
American Century Companies Inc. 0.02% Add +2.1% 896,556 $37.5M
Qube Research & Technologies Ltd 0.05% Reduce -40.4% 864,762 $36.2M
Clark Capital Management Group, Inc. 0.21% Add +1.6% 810,060 $33.9M
Focus Partners Wealth 0.05% Reduce -1.3% 774,894 $32.4M
Public Employees Retirement System of Ohio 0.10% Reduce -10.4% 754,197 $31.6M
State of Tennessee, Department of Treasury 0.10% Add +2.5% 735,493 $30.8M
Corient Private Wealth LP 0.05% Reduce -2.3% 720,768 $30.1M
Vident Advisory, LLC 0.29% Add +0.4% 716,571 $30.0M
Allspring Global Investments Holdings, LLC 0.05% Add +45.7% 723,965 $29.9M
Great Lakes Advisors, LLC 0.24% Add +1.6% 694,142 $29.0M
BNP Paribas Financial Markets 0.02% Add +3.0% 693,312 $29.0M
DekaBank Deutsche Girozentrale 0.05% No change 691,631 $28.9M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +2.6% 684,993 $28.7M
Renaissance Technologies 0.04% Reduce -41.9% 683,626 $28.6M
Balyasny Asset Management L.P. 0.06% Reduce -18.3% 663,241 $27.7M
Picton Mahoney Asset Management 0.34% Add +314.8% 627,313 $26.2M
Point72 Europe (London) LLP 1.38% Add +18.1% 607,085 $25.4M
Montrusco Bolton Investments Inc. 0.28% Reduce -5.8% 581,429 $24.3M
Russell Investments Group, Ltd. 0.03% Reduce -47.6% 568,724 $23.8M
Ameriprise Financial Inc. 0.01% Add +6.9% 472,368 $23.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.58% Reduce -7.9% 557,712 $23.2M
Envestnet Asset Management Inc. 0.01% Reduce -16.9% 529,362 $22.1M
Bank of Nova Scotia Trust Co. 2.02% Add +3.8% 519,893 $21.7M
Bridgewater Associates 0.08% Add +2.2% 508,612 $21.3M
Natixis Advisors, LLC 0.03% Add +2.3% 497,044 $20.8M
Rempart Asset Management Inc. 3.75% Add +1.2% 484,525 $20.3M
O'shaughnessy Asset Management, LLC 0.11% Add +0.8% 446,814 $18.7M
Mediolanum International Funds Ltd 0.19% Add +5.5% 423,232 $17.8M
Pictet Asset Management Holding SA 0.02% Reduce -4.7% 415,675 $17.4M
Neuberger Berman Group LLC 0.01% Add +3.4% 402,254 $16.8M
HITE Hedge Asset Management LLC 0.89% New 390,936 $16.3M
Cardinal Point Capital Management ULC 1.13% Reduce -1.4% 386,319 $16.2M
Raymond James Financial Inc. 0.01% Add +5.7% 378,118 $15.8M
Alliancebernstein L.P. 0.01% Add +22.3% 376,758 $15.8M
First Foundation Advisors 0.57% Reduce -13.8% 365,702 $15.3M
Barings LLC 0.29% No change 353,855 $14.8M
Wellington Management Group LLP 0.00% Reduce -29.8% 352,589 $14.8M
PDT Partners, LLC 0.93% Add +7.0% 352,462 $14.7M
SIG North Trading, ULC 2.22% Reduce -66.1% 344,993 $14.4M
Maryland State Retirement & Pension System 0.29% Add +4.2% 333,019 $13.9M
Harvest Portfolios Group Inc. 0.26% Add +167.8% 330,458 $13.8M
Crossmark Global Holdings, Inc. 0.21% Reduce -1.9% 329,690 $13.8M
Cubist Systematic Strategies, LLC 0.18% Reduce -68.4% 305,495 $12.8M
Segall Bryant & Hamill, LLC 0.16% Reduce -5.1% 285,884 $12.0M
Guardian Partners Inc. 0.93% Reduce -1.9% 266,887 $11.0M
Hillsdale Investment Management Inc. 0.33% Add +31.4% 260,422 $10.9M
Meixler Investment Management, Ltd. 6.34% Reduce -7.6% 247,347 $10.3M
Arcadia Investment Management Corp. 1.59% Reduce -0.4% 246,547 $10.3M
Northwest & Ethical Investments L.P. 0.24% Add +7.8% 245,727 $10.3M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -2.0% 246,486 $10.2M
LPL Financial LLC 0.00% Add +15.9% 243,477 $10.2M
Guinness Asset Management LTD 0.15% Reduce -7.9% 226,012 $9.5M
Barometer Capital Management Inc. 2.12% New 159,140 $9.3M
CANADA LIFE ASSURANCE Co 0.01% Add +1.9% 220,972 $9.3M
Rockefeller Capital Management L.P. 0.02% Add +3.4% 214,012 $8.9M
Greenfield Seitz Capital Management, LLC 2.84% Add +0.1% 210,671 $8.8M
First Trust Advisors LP 0.01% Add +6.7% 193,206 $8.1M
Kornitzer Capital Management Inc. 0.16% Reduce -5.2% 185,208 $7.7M
Heronetta Management, L.P. 4.21% No change 132,000 $7.7M
Creative Planning 0.01% Add +9.7% 183,548 $7.7M
Keating Investment Counselors Inc. 2.08% Add +0.2% 174,639 $7.3M
Intech Investment Management LLC 0.06% Reduce -48.4% 171,959 $7.2M
Canoe Financial LP 0.10% Reduce -39.7% 155,300 $7.1M
Bearing Point Capital, LLC 1.19% Reduce -0.1% 165,531 $6.9M
Osaic Holdings, Inc. 0.01% Add +74.2% 165,558 $6.9M
Prospector Partners LLC 0.83% Reduce -11.8% 163,246 $6.8M
Aviso Financial Inc. 0.27% Add +4.9% 161,216 $6.7M
Easterly Investment Partners LLC 0.45% Reduce -3.6% 157,878 $6.6M
Gilder Gagnon Howe & Co. LLC 0.07% Reduce -28.0% 155,659 $6.5M
Gold Investment Management Ltd. 2.16% Add +2.0% 153,306 $6.4M
Susquehanna Fundamental Investments, LLC 0.24% Reduce -19.3% 149,800 $6.3M
Hennessy Advisors Inc. 0.21% Reduce -8.6% 144,160 $6.0M
Ninepoint Partners LP 0.81% Add +73.9% 140,874 $5.9M
Voya Investment Management LLC 0.01% Reduce -23.1% 139,029 $5.8M
Utah Retirement Systems 0.06% Reduce -1.9% 136,887 $5.7M
PNC Financial Services Group, Inc. 0.00% Add +0.2% 135,812 $5.7M
USS Investment Management Ltd 0.03% No change 127,297 $5.3M
Blair William & Co. 0.01% Reduce -1.0% 126,313 $5.3M
Fairbanks Capital Management, Inc. 2.85% Reduce -7.0% 125,719 $5.3M
Aldebaran Capital, LLC 4.60% Reduce -1.2% 119,710 $5.0M
Public Sector Pension Investment Board 0.02% No change 118,813 $5.0M
JARISLOWSKY, FRASER Ltd 0.03% Add +7.1% 118,134 $4.9M
CWA Asset Management Group, LLC 0.18% Add +64.9% 117,779 $4.9M
Gabelli Funds LLC 0.03% No change 115,100 $4.8M
Pekin Hardy Strauss, Inc. 0.48% Reduce -25.9% 113,489 $4.7M
Investment Management Corp of Ontario 0.07% Add +50.4% 112,125 $4.7M
Silvercrest Asset Management Group LLC 0.03% Add +0.3% 111,292 $4.7M
NewEdge Advisors, LLC 0.02% Add +64.6% 110,503 $4.6M
Eagle Global Advisors LLC 0.17% Reduce -0.2% 108,739 $4.5M
Jones Financial Companies LLLP 0.00% Add +12.5% 105,834 $4.5M
Oxbow Advisors, LLC 0.42% Add +2.8% 107,589 $4.5M
Inlet Private Wealth, LLC 1.01% Reduce -0.2% 106,670 $4.5M
Sagefield Capital LP 0.49% New 105,605 $4.4M
Metis Global Partners, LLC 0.10% Add +14.8% 103,994 $4.4M
Cetera Investment Advisers 0.01% Add +12.2% 104,026 $4.3M
Stifel Financial Corp. 0.00% Reduce -0.4% 103,543 $4.3M
Pacifica Partners Inc. 1.54% Add +18.2% 103,976 $4.3M
Swiss Life Asset Management Ltd 0.02% Add +35.0% 101,192 $4.2M
Vise Technologies, Inc. 0.15% Reduce -13.0% 99,444 $4.2M
Entropy Technologies, LP 0.31% Add +101.8% 98,880 $4.1M
Synovus Financial Corp. 0.05% Add +3.6% 97,841 $4.1M
Miller Howard Investments Inc. 0.12% Reduce -10.1% 96,034 $4.0M
Schonfeld Strategic Advisors LLC 0.03% Add +40.8% 95,428 $4.0M
Royal Fund Management, LLC 0.46% Add +2.4% 91,343 $3.8M
Victory Capital Management Inc. 0.00% Add +2.1% 91,147 $3.8M
CoreCommodity Management, LLC 0.69% Add +11.4% 90,609 $3.8M
Manning & Napier Advisors LLC 0.05% Reduce -8.1% 89,029 $3.7M
XTX Topco Ltd 0.19% Reduce -56.1% 88,668 $3.7M
Meritage Portfolio Management 0.25% Reduce -1.1% 88,374 $3.7M
X-Square Capital, LLC 1.12% Add +1.3% 85,551 $3.6M
Westerkirk Capital Inc. 0.41% Add +13.9% 85,210 $3.6M
Susquehanna International Group, LLP 0.01% Add +129.1% 84,548 $3.5M
Atom Investors LP 0.27% Add +371.2% 84,340 $3.5M
Gulf International Bank (UK) Ltd 0.11% Reduce -2.4% 59,925 $3.5M
Ritholtz Wealth Management 0.07% Reduce -1.4% 83,157 $3.5M
K.J. Harrison & Partners Inc 0.49% Reduce -33.2% 83,172 $3.4M
Exencial Wealth Advisors, LLC 0.11% Add +4.8% 81,323 $3.4M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.99% Add +15.1% 79,140 $3.3M
Stock Yards Bank & Trust Co. 0.10% Reduce -2.4% 77,820 $3.3M
AQR Capital Management 0.00% Add +114.8% 77,764 $3.3M
Wasatch Advisors LP 0.02% Add +2.1% 76,356 $3.2M
Beverly Hills Private Wealth, LLC 0.56% Add +3.8% 75,508 $3.2M
Bessemer Group Inc. 0.00% Reduce -21.1% 74,040 $3.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +1.0% 73,545 $3.1M
Mariner, LLC 0.00% Add +0.4% 73,270 $3.1M
PCJ Investment Counsel Ltd. 0.85% Add +9.2% 72,870 $3.0M
Quantinno Capital Management LP 0.01% Add +16.0% 72,095 $3.0M
Prudential PLC 0.02% Add +0.6% 68,868 $2.9M
Old West Investment Management, LLC 0.65% New 67,615 $2.8M
US Bancorp \de 0.00% Reduce -4.6% 66,915 $2.8M
Cerity Partners LLC 0.00% Reduce -2.7% 66,377 $2.8M
Louisbourg Investments Inc. 0.58% Reduce -18.4% 63,931 $2.7M
AXA Investment Managers S.A. 0.01% — 63,347 $2.6M
VELA Investment Management, LLC 0.75% Reduce -6.3% 61,999 $2.6M
Horizon Kinetics Asset Management LLC 0.03% Reduce -20.5% 61,944 $2.6M
Sei Investments Co. 0.00% Reduce -73.6% 61,708 $2.6M
Ashton Thomas Private Wealth, LLC 0.07% Add +5.9% 60,256 $2.5M
Lighthouse Investment Partners, LLC 0.09% New 60,000 $2.5M
Hancock Whitney Corp. 0.04% Reduce -1.8% 56,740 $2.4M
Empowered Funds, LLC 0.02% Add +3.1% 56,643 $2.4M
Montgomery Investment Management Inc. 0.83% No change 56,300 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +37.3% 55,368 $2.3M
Summit Financial, LLC 0.04% Reduce -0.8% 55,274 $2.3M
Ensign Peak Advisors, Inc 0.00% Reduce -32.4% 54,792 $2.3M
Employees Retirement System of Texas 0.02% New 53,681 $2.2M
Capital World Investors 0.00% Add +57.6% 52,710 $2.2M
South Dakota Investment Council 0.04% Reduce -7.0% 52,096 $2.2M
Walleye Capital LLC 0.02% Add +28.2% 52,034 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +4.7% 51,979 $2.2M
Quantbot Technologies LP 0.06% Add +101.3% 50,453 $2.1M
Simmons Bank 0.14% Add +4.5% 49,400 $2.1M
Burling Wealth Partners, LLC 0.34% Add +15.9% 49,327 $2.1M
Tidal Investments LLC 0.01% Add +26.4% 48,923 $2.0M
Mirabella Financial Services LLP 0.17% Add +369.2% 47,848 $2.0M
Genus Capital Management Inc. 0.23% Reduce -49.4% 47,441 $2.0M
Engineers Gate Manager LP 0.02% Reduce -55.4% 47,418 $2.0M
Heartland Advisors Inc. 0.10% Reduce -0.8% 47,239 $2.0M
Aviva PLC 0.00% Reduce -2.8% 46,655 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -18.2% 45,887 $1.9M
SCP Investment, LP 1.54% New 45,800 $1.9M
Kestra Advisory Services, LLC 0.01% Add +306.8% 43,957 $1.8M
Gradient Investments LLC 0.03% Add +28.8% 43,623 $1.8M
Worldquant Millennium Advisors LLC 0.01% Add +267.1% 43,061 $1.8M
Advisors Asset Management, Inc. 0.03% Add +0.7% 43,083 $1.8M
State Street Corp. 0.00% Reduce -1.9% 42,908 $1.8M
Pinnacle Associates Ltd. 0.02% Reduce -2.9% 41,719 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -93.2% 41,108 $1.7M
Captrust Financial Advisors 0.00% Reduce -4.8% 41,115 $1.7M
IMC-Chicago, LLC 0.03% New 39,986 $1.7M
BTG Pactual Asset Management US LLC 0.20% New 39,773 $1.7M
PKO Investment Management Joint-Stock Co 0.14% Reduce -11.9% 39,200 $1.6M
Prudential Financial Inc. 0.00% Reduce -74.1% 38,100 $1.6M
Foster & Motley Inc. 0.09% Reduce -1.3% 38,020 $1.6M
Harbor Investment Advisory, LLC 0.13% Add +0.2% 37,439 $1.6M
TrueMark Investments, LLC 0.27% Add +14.8% 37,282 $1.6M
Park Avenue Securities LLC 0.01% Add +2.4% 37,150 $1.6M
Interval Partners, LP 0.03% New 37,089 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -1.7% 35,709 $1.5M
Signaturefd, LLC 0.02% Add +1.8% 35,631 $1.5M
Amova Asset Management Americas, Inc. 0.01% Reduce -2.4% 34,742 $1.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -2.4% 34,742 $1.5M
Private Advisor Group, LLC 0.01% Add +1.0% 34,412 $1.4M
Wahed Invest LLC 0.20% Add +12.6% 34,259 $1.4M
Truist Financial Corp. 0.00% Reduce -33.9% 34,029 $1.4M
Sumitomo Life Insurance Co. 0.04% Reduce -3.5% 33,034 $1.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -3.5% 33,034 $1.4M
Cannell & Spears LLC 0.03% No change 31,800 $1.3M
Verition Fund Management LLC 0.01% Reduce -52.7% 31,104 $1.3M
Cullen Investment Group, LTD. 0.17% Reduce -0.3% 31,411 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -35.3% 30,869 $1.3M
GS Investments, Inc. 0.64% No change 30,828 $1.3M
MML Investors Services, LLC 0.00% Add +11.2% 29,861 $1.2M
UniSuper Management Pty Ltd 0.01% No change 21,400 $1.2M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 29,801 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.0% 29,542 $1.2M
Marshall Wace, LLP 0.00% New 28,553 $1.2M
Quadrant Capital Group LLC 0.04% Add +1.5% 28,536 $1.2M
World Investment Advisors 0.02% Reduce -0.1% 28,042 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -4.9% 27,947 $1.2M
Caprock Group, LLC 0.03% — 28,232 $1.2M
Live Oak Investment Partners 0.73% Add +11.6% 26,531 $1.1M
King Luther Capital Management Corp. 0.00% Add +0.7% 25,995 $1.1M
Hantz Financial Services, Inc. 0.02% Reduce -5.1% 25,922 $1.1M
Cantor Fitzgerald, L. P. 0.02% New 25,512 $1.1M
Mosaic Financial Group, LLC 0.75% No change 25,142 $1.1M
Sequent Planning LLC 0.30% Reduce -0.5% 24,971 $1.0M
Trust Co. of Toledo NA 0.10% Add +1.8% 24,622 $1.0M
Pathstone Holdings, LLC 0.00% Add +5.2% 24,540 $1.0M
Benjamin Edwards Inc. 0.01% Add +7.2% 24,489 $1.0M
Mitchell & Pahl Private Wealth, LLC 0.43% Reduce -0.1% 24,329 $1.0M
Shell Asset Management Co. 0.10% Reduce -77.0% 23,657 $990K
Archford Capital Strategies, LLC 0.12% Add +1.2% 23,617 $987K
FORA Capital, LLC 0.17% Reduce -9.5% 22,951 $960K
Clear Harbor Asset Management, LLC 0.07% New 22,590 $944K
Magnetar Financial LLC 0.01% Add +6.6% 22,547 $943K
Chesapeake Capital Corp. 0.85% — 22,538 $942K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.2% 22,462 $939K
Cigna Investments Inc. 0.13% No change 22,436 $939K
Syon Capital LLC 0.05% Add +2.9% 22,429 $938K
Mraz, Amerine & Associates, Inc. 0.15% Reduce -0.8% 22,392 $936K
Point72 Asia (Singapore) Pte. Ltd. 0.14% New 22,197 $929K
Regions Financial Corp. 0.01% Reduce -38.1% 22,184 $928K
Dynamic Technology Lab Private Ltd 0.15% Reduce -54.6% 21,582 $902K
Gotham Asset Management 0.00% Add +4.1% 21,546 $901K
Greenline Partners, LLC 0.11% No change 21,224 $887K
Wolverine Trading, LLC 0.02% Add +22.8% 20,977 $880K
Everett Harris & Co. 0.01% No change 20,675 $864K
denkapparat Operations GmbH 0.55% No change 20,500 $858K
Massar Capital Management, LP 0.30% No change 20,000 $836K
Burney Co./ 0.03% Reduce -0.2% 19,947 $834K
CHICAGO TRUST Co NA 0.12% Add +35.8% 19,870 $831K
Frank, Rimerman Advisors LLC 0.05% Add +0.0% 19,760 $826K
Thoroughbred Financial Services, LLC 0.05% Reduce -1.0% 19,496 $815K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -7.4% 19,488 $815K
HighTower Advisors, LLC 0.00% Add +2.4% 19,231 $804K
Sprott Inc. 0.03% Add +33.4% 18,779 $785K
Arkadios Wealth Advisors 0.02% Reduce -1.4% 18,690 $781K
Principal Securities, Inc. 0.01% Add +6.2% 18,604 $778K
Heritage Family Offices, LLP 0.35% Add +0.9% 18,077 $756K
Zions Bancorporation, National Association 0.04% Reduce -27.5% 18,064 $755K
Robertson Stephens Wealth Management, LLC 0.02% Add +4.7% 17,992 $752K
Credit Agricole S A 0.00% — 17,899 $748K
Investors Research Corp 0.14% No change 17,752 $742K
FCG Investment Co 0.34% Reduce -24.5% 17,460 $730K
Mather Group, Llc. 0.01% No change 17,394 $727K
Delta Investment Management, LLC 0.13% No change 17,194 $719K
Prelude Capital Management, LLC 0.06% Add +3.9% 16,793 $702K
Integrated Wealth Concepts LLC 0.01% Reduce -46.2% 16,733 $700K
Jackson Hole Capital Partners, LLC 0.12% New 16,700 $698K
Huntington National Bank 0.01% Reduce -6.7% 16,668 $697K
Kestra Private Wealth Services, LLC 0.01% Reduce -3.4% 16,546 $692K
Courier Capital LLC 0.04% No change 16,525 $691K
Ieq Capital, LLC 0.00% Add +152.5% 16,322 $682K
HB Wealth Management, LLC 0.00% New 16,249 $679K
Arax Advisory Partners 0.01% Add +888.4% 16,052 $671K
Gateway Investment Advisers LLC 0.01% Add +67.9% 15,921 $666K
Evergreen Capital Management LLC 0.02% Add +3.8% 15,482 $647K
Inspire Advisors, LLC 0.06% Add +9.1% 15,421 $645K
Compound Planning, Inc. 0.02% Add +6.9% 15,406 $644K
Certuity, LLC 0.04% No change 15,340 $641K
&partners 0.00% Add +51.8% 15,214 $633K
Tower Research Capital LLC (TRC) 0.02% Reduce -53.4% 15,077 $630K
HRT Financial LP 0.00% Add +95.8% 15,068 $629K
180 Wealth Advisors, LLC 0.07% Reduce -11.2% 14,564 $609K
Yousif Capital Management, LLC 0.01% Reduce -19.4% 14,290 $597K
Steward Partners Investment Advisory, LLC 0.00% Add +12.0% 14,073 $588K
First Financial Corp. 0.23% Reduce -0.9% 13,953 $583K
Winthrop Capital Management, LLC 0.14% Add +1.4% 13,806 $577K
Savant Capital, LLC 0.00% Add +8.4% 13,636 $570K
Fox Run Management, L.L.C. 0.09% New 13,547 $566K
Mercer Global Advisors Inc. 0.00% Reduce -13.4% 13,455 $563K
Merit Financial Group, LLC 0.01% Add +1.3% 13,077 $547K
Brandywine Trust Co. 0.08% No change 13,000 $544K
McCarter Private Wealth Services LLC 0.27% No change 12,500 $523K
Flputnam Investment Management Co. 0.01% Add +23.0% 12,276 $513K
Glenmede Investment Management, LP 0.00% Reduce -5.4% 12,275 $513K
Formidable Asset Management, LLC 0.08% Add +6.4% 13,536 $507K
Crewe Advisors LLC 0.05% Add +10.3% 11,905 $498K
SG Americas Securities, LLC 0.00% Reduce -67.4% 11,809 $494K
First Bank & Trust 0.08% Add +12.3% 11,799 $493K
Aviance Capital Partners, LLC 0.06% Add +1.4% 11,789 $493K
Ruggaard & Associates LLC 0.18% Add +1.8% 11,545 $483K
Assetmark, Inc. 0.00% Add +89.4% 11,545 $483K
Verdence Capital Advisors LLC 0.03% Reduce -22.9% 12,012 $481K
Farmers & Merchants Investments Inc. 0.01% No change 10,915 $456K
Baron Wealth Management LLC 0.15% Add +9.0% 10,883 $455K
Waverly Advisors, LLC 0.00% Reduce -1.9% 10,743 $449K
Strategic Global Advisors, LLC 0.07% Reduce -8.8% 10,574 $442K
Guinness Atkinson Asset Management Inc 0.21% Reduce -2.4% 10,488 $441K
Natixis 0.00% Add +43.3% 10,490 $439K
Guggenheim Capital LLC 0.00% Reduce -3.0% 10,488 $439K
Rathbones Group PLC 0.00% No change 10,450 $437K
Qtron Investments LLC 0.05% Reduce -70.2% 10,370 $434K
Kathmere Capital Management, LLC 0.03% Reduce -9.4% 10,311 $431K
CIBC Private Wealth Group LLC 0.00% Add +28.2% 10,221 $427K
Lingohr Asset Management GmbH 0.74% Reduce -28.9% 10,170 $425K
Institute for Wealth Management, LLC. 0.04% Reduce -9.1% 10,023 $419K
Corient IA LP 0.31% No change 10,000 $418K
Cidel Asset Management Inc. 0.02% No change 9,802 $410K
Leuthold Group, LLC 0.04% No change 9,653 $404K
Forum Financial Management, LP 0.01% No change 9,618 $402K
State of Wyoming 0.05% Reduce -18.2% 9,576 $401K
Hills Bank & Trust Co 0.02% Reduce -0.3% 9,417 $394K
Guyasuta Investment Advisors Inc. 0.02% No change 9,228 $386K
Van Den Berg Management I, Inc. 0.10% Reduce -0.2% 9,223 $386K
Claret Asset Management Corp 0.05% Reduce -1.7% 9,104 $381K
Asset Dedication, LLC 0.03% Add +0.4% 9,021 $377K
Spire Wealth Management 0.01% Reduce -3.5% 8,903 $372K
Leigh Baldwin & Co., LLC 0.20% Add +0.8% 8,685 $363K
Value Partners Investments Inc. 0.03% Add +0.2% 8,569 $358K
Parallel Advisors, LLC 0.01% Reduce -1.3% 8,504 $356K
M&T Bank Corp 0.00% Reduce -14.1% 8,403 $351K
Sage Investment Counsel LLC 0.39% No change 8,400 $351K
Independence Bank of Kentucky 0.04% Reduce -3.5% 8,295 $347K
Faithward Advisors, LLC 0.05% Add +0.2% 8,280 $346K
Steph & Co. 0.11% Reduce -15.3% 8,279 $346K
Checchi Capital Advisers, LLC 0.02% Add +2.9% 8,276 $346K
Cullen/Frost Bankers, Inc. 0.00% No change 8,201 $343K
Keystone Wealth Services, LLC 0.07% No change 8,139 $340K
AXS Investments LLC 0.11% Reduce -3.1% 8,133 $340K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -96.8% 8,074 $338K
Lido Advisors, LLC 0.00% Add +6.4% 7,803 $326K
Roxbury Financial LLC 0.29% Reduce -4.3% 7,624 $319K
Valeo Financial Advisors, LLC 0.01% Add +0.1% 7,599 $318K
Ascent Group, LLC 0.01% Add +30.5% 7,527 $315K
Cwm, LLC 0.00% Add +23.9% 7,406 $310K
JFS Wealth Advisors, LLC 0.02% No change 7,309 $306K
Northern Financial Advisors Inc 0.16% No change 7,308 $306K
D'Orazio & Associates, Inc. 0.04% Add +3.9% 7,299 $305K
MAI Capital Management 0.00% Add +7.9% 7,240 $303K
Hardy Reed LLC 0.02% No change 7,225 $302K
Choreo, LLC 0.00% Reduce -2.9% 7,189 $301K
Advisory Services Network, LLC 0.00% Reduce -8.4% 6,989 $292K
Martin Investment Management, LLC 0.07% No change 6,920 $289K
Ewing Morris & Co. Investment Partners Ltd. 0.12% Reduce -1.3% 6,898 $289K
Greenleaf Trust 0.00% Add +1.5% 6,894 $288K
Two Sigma Securities, LLC 0.04% Reduce -70.1% 6,822 $285K
Net Worth Advisory Group 0.08% Reduce -53.7% 6,775 $283K
Candriam S.C.A. 0.00% No change 6,730 $282K
Atria Investments, Inc 0.00% Reduce -16.0% 6,725 $281K
Alan B Lancz & Associates, Inc. 0.25% No change 6,700 $280K
Group One Trading LLC 0.01% New 6,584 $275K
PDS Planning, Inc 0.02% Add +0.3% 6,562 $274K
Clarius Group, LLC 0.02% Reduce -11.8% 6,528 $273K
HighPoint Advisor Group LLC 0.01% Add +1.6% 6,521 $273K
Stratos Wealth Partners, LTD. 0.00% New 6,519 $273K
Cura Wealth Advisors, LLC 0.10% Reduce -1.0% 6,485 $271K
Twinbeech Capital LP 0.01% Reduce -64.2% 6,450 $270K
Farringdon Capital, Ltd. 0.07% New 6,445 $269K
Fractal Investments LLC 0.04% No change 6,400 $268K
Sagespring Wealth Partners, LLC 0.01% Add +7.1% 6,342 $265K
HUB Investment Partners, LLC 0.01% Add +2.2% 6,335 $265K
Cornerstone Planning Group LLC 0.04% Add +3140.1% 4,925 $262K
Sowell Financial Services LLC 0.01% Add +3.8% 6,229 $260K
Beese Fulmer Investment Management, Inc. 0.02% Add +5.5% 6,195 $259K
DGS Capital Management, LLC 0.05% Reduce -6.9% 5,956 $249K
Fox Hill Wealth Management 0.11% Reduce -4.5% 5,754 $241K
Fifth Third Bancorp 0.00% Reduce -1.2% 5,687 $238K
Inspire Investing, LLC 0.02% New 5,646 $236K
Avior Wealth Management, LLC 0.01% Add +0.4% 5,640 $236K
Keel Point, LLC 0.01% Reduce -28.1% 5,615 $235K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.3% 5,546 $232K
Hilltop National Bank 0.06% No change 5,512 $230K
Chilton Investment Co. Inc. 0.00% New 5,500 $230K
Syverson Strege & Co 0.05% Reduce -0.7% 5,477 $229K
Moody National Bank Trust Division 0.02% No change 5,467 $229K
Intelligence Driven Advisers, LLC 0.03% New 5,459 $228K
LGT Group Foundation 0.00% No change 5,500 $227K
Edgestream Partners, L.P. 0.01% New 5,430 $227K
Goldstein Advisors, LLC 0.03% Reduce -0.1% 5,375 $225K
United Capital Financial Advisors, LLC 0.00% Reduce -3.1% 5,288 $221K
Neville Rodie & Shaw Inc. 0.02% New 5,258 $220K
Versor Investments LP 0.04% Reduce -57.6% 5,200 $218K
Evelyn Partners Investment Management LLP 0.01% No change 5,200 $218K
Hara Capital LLC 0.13% No change 5,200 $217K
Family Manage LLC 0.03% New 5,155 $216K
Triasima Portfolio Management inc. 0.03% New 5,142 $215K
Gladstone Institutional Advisory LLC 0.01% New 5,122 $214K
Jain Global LLC 0.00% New 5,118 $214K
Lester Murray Antman dba SimplyRich 0.06% New 5,050 $211K
Farther Finance Advisors, LLC 0.00% Add +20.0% 5,028 $210K
CSS LLC 0.04% New 5,010 $209K
Financial Security Advisor, Inc. 0.04% New 5,007 $209K
Wealthspire Advisors, LLC 0.00% Reduce -16.4% 4,977 $208K
Joel Isaacson & Co., LLC 0.01% New 4,918 $206K
Cypress Capital, LLC 0.06% New 4,906 $205K
AE Wealth Management LLC 0.00% Reduce -8.8% 4,887 $204K
Armistice Capital, LLC 0.01% New 4,877 $204K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,000 $198K
Private Trust Co. NA 0.02% Add +12.3% 4,729 $198K
Virtus Investment Advisers, LLC 0.05% Reduce -3.3% 4,133 $173K
Spirit of America Management Corp. 0.03% No change 4,000 $167K
Blue Trust, Inc. 0.00% Reduce -45.2% 3,809 $159K
Global Retirement Partners, LLC 0.00% Reduce -9.4% 3,688 $154K
NBT Bank, N.A. 0.01% Add +0.1% 3,625 $152K
Washington Trust Advisors, Inc. 0.01% Reduce -30.1% 3,556 $149K
Provenance Wealth Advisors, LLC 0.02% Reduce -1.8% 3,360 $140K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Add +1.1% 3,257 $136K
Sagard Holdings Management Inc. 0.63% No change 3,004 $126K
Chilton Capital Management LLC 0.00% Reduce -3.5% 3,000 $125K
Rhumbline Advisers 0.00% Reduce -33.0% 2,948 $123K
EverSource Wealth Advisors, LLC 0.00% Add +10.5% 2,947 $123K
Root Financial Partners, LLC 0.01% New 2,777 $116K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.0% 2,757 $115K
Basso Capital Management, L.P. 0.08% No change 2,700 $113K
10Elms LLP 0.11% No change 2,650 $111K
Tacita Capital Inc 0.06% Reduce -56.6% 2,540 $106K
Riverview Trust Co 0.13% No change 2,539 $106K
Transamerica Financial Advisors, LLC 0.01% Add +11.1% 2,312 $97K
AdvisorNet Financial, Inc 0.01% Add +0.9% 2,241 $94K
Allworth Financial LP 0.00% Add +3.8% 2,098 $88K
Sawyer & Company, Inc 0.03% Add +117.3% 2,260 $85K
GHP Investment Advisors, Inc. 0.00% No change 2,002 $84K
Blume Capital Management, Inc. 0.02% No change 2,000 $84K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $84K
CoreCap Advisors, LLC 0.00% No change 1,972 $82K
Covestor Ltd 0.04% No change 1,920 $80K
CENTRAL TRUST Co 0.00% Add +0.8% 1,854 $77K
UMB Bank, n.a. 0.00% No change 1,789 $75K
WealthCollab, LLC 0.03% Add +1.1% 1,719 $72K
Cromwell Holdings LLC 0.04% No change 1,718 $72K
Nemes Rush Group LLC 0.01% No change 1,600 $67K
Atlantic Union Bankshares Corp 0.00% Add +55.5% 1,555 $65K
Brown Brothers Harriman & Co. 0.00% No change 1,472 $62K
Avalon Trust Co 0.00% New 1,314 $55K
Macquarie Group Ltd. 0.00% No change 1,200 $50K
Legacy Bridge, LLC 0.02% No change 1,199 $50K
MTM Investment Management, LLC 0.02% No change 1,178 $49K
Rothschild Investment LLC 0.00% New 1,167 $49K
Harbour Investments, Inc. 0.00% Reduce -0.8% 1,160 $49K
Ascentis Wealth Management, LLC 0.01% No change 1,120 $47K
Golden State Wealth Management, LLC 0.00% No change 1,058 $44K
Sentry Investment Management LLC 0.03% Reduce -87.9% 1,081 $44K
Corsicana & Co. 0.02% — 1,000 $42K
Delta Asset Management LLC 0.00% No change 981 $41K
Peoples Financial Services Corp. 0.02% No change 913 $38K
Fairscale Capital, LLC 0.03% No change 870 $36K
Adirondack Trust Co. 0.01% Reduce -3.4% 866 $36K
IFP Advisors, Inc 0.00% Reduce -40.2% 854 $36K
TCTC Holdings, LLC 0.00% No change 850 $36K
HHM Wealth Advisors, LLC 0.00% No change 848 $35K
Smartleaf Asset Management LLC 0.00% Add +95.8% 793 $33K
Hanson & Doremus Investment Management 0.00% Add +143.5% 789 $33K
HM Payson & Co. 0.00% No change 785 $33K
N.E.W. Advisory Services LLC 0.00% No change 776 $32K
Rosenberg Matthew Hamilton 0.01% No change 757 $32K
Richardson Financial Services Inc. 0.02% Add +64.1% 704 $29K
Crowley Wealth Management, Inc. 0.02% Reduce -30.3% 690 $29K
Essential Partners LLC 0.01% New 682 $29K
Eastern Bank 0.00% No change 675 $28K
SBI Securities Co., Ltd. 0.00% Reduce -15.1% 618 $26K
TD Private Client Wealth LLC 0.00% Reduce -16.1% 611 $26K
Accent Capital Management, LLC 0.01% Reduce -30.0% 600 $25K
Parkside Financial Bank & Trust 0.00% Add +12.6% 592 $25K
Colonial Trust Co / SC 0.00% No change 588 $25K
Salem Investment Counselors Inc. 0.00% Reduce -16.8% 570 $24K
Clearstead Advisors, LLC 0.00% No change 567 $24K
PFS Partners, LLC 0.01% Add +0.7% 561 $23K
Westside Investment Management, Inc. 0.00% Add +49.2% 564 $23K
RMG Wealth Management LLC 0.00% No change 588 $23K
Financial Perspectives, Inc 0.01% No change 524 $22K
Valley National Advisers Inc. 0.00% No change 500 $20K
Bruce G. Allen Investments, LLC 0.01% Reduce -44.3% 450 $19K
Lanark Financial, Inc. 0.00% Add +0.5% 416 $17K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 410 $17K
SWAN Capital LLC 0.01% No change 400 $17K
Gen-Wealth Partners Inc 0.01% No change 400 $17K
Measured Wealth Private Client Group, LLC 0.00% New 390 $16K
Pinnacle Bancorp, Inc. 0.00% No change 380 $16K
True Wealth Design, LLC 0.00% Add +214.4% 371 $16K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 370 $15K
Country Trust Bank 0.00% Reduce -19.7% 370 $15K
CX Institutional 0.00% Add +0.3% 359 $15K
Leonteq Securities AG 0.00% Reduce -89.4% 352 $15K
Bank of New Hampshire 0.00% No change 350 $15K
Alpine Bank Wealth Management 0.00% No change 350 $15K
Sunbelt Securities, Inc. 0.00% Add +566.0% 333 $14K
Guerra Advisors Inc 0.01% New 331 $14K
Larson Financial Group LLC 0.00% Add +172.5% 327 $14K
Caldwell Trust Co 0.00% No change 312 $13K
Capital Analysts, LLC 0.00% No change 315 $13K
Gables Capital Management Inc. 0.01% No change 300 $13K
Motco 0.00% No change 300 $13K
Private Wealth Asset Management, LLC 0.00% Reduce -63.1% 284 $12K
Core Alternative Capital 0.00% No change 283 $12K
Signature Resources Capital Management, LLC 0.01% No change 280 $12K
Anchor Investment Management, LLC 0.00% No change 280 $12K
Tradewinds Capital Management, LLC 0.00% No change 268 $11K
Quarry LP 0.00% New 268 $11K
Creative Capital Management Investments LLC 0.00% No change 257 $11K
Quent Capital, LLC 0.00% New 255 $11K
Strengthening Families & Communities, LLC 0.00% New 253 $11K
Strategic Wealth Partners, Ltd. 0.00% Add +90.2% 253 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 248 $10K
Bfsg, LLC 0.00% No change 247 $10K
FSA Wealth Management LLC 0.00% No change 245 $10K
GAMMA Investing LLC 0.00% Add +54.8% 240 $10K
Logan Capital Management Inc. 0.00% Add +0.5% 215 $9K
First PREMIER Bank 0.00% New 207 $9K
Park Square Financial Group, LLC 0.04% Reduce -28.3% 203 $8K
Concord Wealth Partners 0.00% No change 200 $8K
Geneos Wealth Management Inc. 0.00% Reduce -79.7% 200 $8K
Murphy & Mullick Capital Management Corp 0.01% No change 190 $8K
American National Bank & Trust 0.00% New 180 $8K
Cape Investment Advisory, Inc. 0.01% Add +35.7% 175 $7K
Abound Wealth Management 0.00% Add +232.0% 166 $7K
Center for Financial Planning, Inc. 0.00% No change 150 $6K
First Horizon Corp. 0.00% — 133 $6K
Physician Wealth Advisors, Inc. 0.00% Add +10.6% 125 $5K
Highline Wealth Partners LLC 0.00% New 123 $5K
NFSG Corp 0.00% No change 100 $4K
WPG Advisers, LLC 0.00% Reduce -1.0% 98 $4K
Sound Income Strategies, LLC 0.00% No change 98 $4K
CVA Family Office, LLC 0.00% No change 92 $4K
City Holding Co. 0.00% New 86 $4K
Westend Capital Management, LLC 0.00% New 84 $4K
Boreal Capital Management LLC 0.00% New 80 $3K
Perkins Coie Trust Co 0.00% No change 80 $3K
Bare Financial Services, Inc 0.00% No change 73 $3K
Penserra Capital Management LLC 0.00% Reduce -27.8% 78 $3K
Bell Investment Advisors, Inc 0.00% Add +20.3% 71 $3K
Solstein Capital, LLC 0.00% No change 70 $3K
Tompkins Financial Corp. 0.00% No change 70 $3K
Key Financial Inc 0.00% No change 64 $3K
Wilmington Savings Fund Society, FSB 0.00% Reduce -98.2% 52 $2K
Trust Co. of Vermont 0.00% New 51 $2K
DHJJ Financial Advisors, Ltd. 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
CKW Financial Group 0.00% No change 50 $2K
Rossby Financial, LCC 0.00% No change 47 $2K
Palisade Asset Management, LLC 0.00% New 46 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2.6% 40 $2K
Valued Wealth Advisors LLC 0.00% No change 39 $2K
Raffa Wealth Management, LLC 0.00% No change 39 $2K
Ameritas Advisory Services, LLC 0.00% Reduce -91.3% 36 $1K
McIlrath & Eck, LLC 0.00% No change 31 $1K
Caitlin John, LLC 0.00% New 24 $1K
Avion Wealth 0.00% No change 24 $1K
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.8% 12 $502
Kimelman & Baird, LLC 0.00% No change 9 $377
Bear Mountain Capital, Inc. 0.00% New 7 $267
Glen Eagle Advisors, LLC 0.00% No change 6 $262
Kilter Group LLC 0.00% Reduce -14.3% 6 $251
Pension & Wealth Management Advisors, Inc. 0.00% No change 6 $251
Princeton Global Asset Management LLC 0.00% Reduce -98.5% 5 $193
Vision Financial Markets LLC 0.00% No change 1 $42

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