Suncor EnergySU

13F holders, Q4 2025 (December 31)
681holders +44
78new positions
52sold out
11famous investors
$44.54avg. 13F price*

At the end of Q4 2025, 681 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, up 44 from Q3 2025. 78 opened new positions and 52 sold out. The largest holders were Royal Bank of Canada ($2.8B), Vanguard Group Inc. ($2.5B) and Elliott Investment Management ($2.3B). 11 famous investors held it, including Paul Singer (16.1% of Elliott Investment Management's portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Israel Englander (0.2% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions78$203.9M
Exits52$107.7M

All 13F filers, Q3 2025 → Q4 2025: 54,633,761 shares bought and 59,999,989 shares sold, net −5,366,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 681 holders

Royal Bank of Canada 0.49% Reduce -5.6% 63,101,344 $2.8B
Vanguard Group Inc. 0.04% Add +2.1% 55,720,921 $2.5B
Elliott Investment Management 16.08% No change 52,670,800 $2.3B
Bank of Montreal 0.67% Add +12.2% 36,513,628 $1.6B
Artisan Partners Limited Partnership 2.23% Reduce -3.1% 32,818,241 $1.5B
Dodge & Cox 0.65% Reduce -0.8% 27,257,754 $1.2B
Cibc World Market Inc. 2.07% Add +19.9% 26,117,712 $1.2B
TD Asset Management Inc 0.82% Reduce -0.6% 23,040,499 $1.0B
FIL Ltd 0.70% Add +14.1% 21,050,387 $934.3M
Principal Financial Group Inc. 0.44% Add +2.7% 19,371,704 $860.9M
Toronto Dominion Bank 1.47% Add +14.8% 18,607,305 $825.9M
1832 Asset Management L.P. 1.01% Reduce -4.0% 17,791,677 $789.2M
Fisher Asset Management 0.25% Add +8.3% 16,820,924 $746.2M
Manufacturers Life Insurance Company, The 0.62% Reduce -26.2% 16,681,623 $741.8M
Invesco Ltd. 0.07% Reduce -13.1% 16,572,479 $735.2M
FMR LLC 0.03% Add +44.7% 14,095,423 $625.6M
Morgan Stanley 0.03% Add +17.5% 12,877,899 $571.3M
Goldman Sachs Group Inc. 0.08% Add +32.0% 12,279,791 $544.7M
Geode Capital Management, LLC 0.03% Add +5.8% 11,969,856 $544.0M
Dimensional Fund Advisors LP 0.11% Add +1.9% 12,198,534 $541.1M
Mackenzie Financial Corp. 0.63% Add +1.3% 12,029,032 $534.4M
Arrowstreet Capital, Limited Partnership 0.31% Reduce -11.7% 11,781,229 $522.8M
National Bank of Canada 0.52% Add +41.2% 11,476,043 $508.8M
Acadian Asset Management LLC 0.73% Reduce -22.4% 9,968,771 $443.0M
CIBC Asset Management Inc 1.06% Add +12.8% 9,851,109 $439.5M
Connor, Clark & Lunn Investment Management Ltd. 1.14% Reduce -1.7% 9,795,488 $434.8M
Bank of America Corp. 0.03% Reduce -8.8% 8,683,863 $385.2M
Massachusetts Financial Services Co. 0.12% Reduce -56.8% 8,125,478 $360.4M
Barclays PLC 0.14% Reduce -7.8% 7,902,448 $350.6M
Canada Pension Plan Investment Board 0.23% Reduce -27.1% 7,856,625 $348.7M
Federation des caisses Desjardins du Quebec 1.30% Reduce -0.3% 7,672,525 $340.3M
JPMorgan Chase & Co. 0.02% Reduce -12.4% 6,383,378 $283.2M
AQR Capital Management 0.14% Add +7636.9% 6,016,483 $267.0M
Millennium Management 0.18% Add +151.7% 5,478,063 $243.1M
Wells Fargo & Company 0.04% Reduce -5.7% 5,111,917 $226.8M
T. Rowe Price Associates Inc. 0.02% Reduce -10.7% 5,007,854 $222.2M
Capital Research Global Investors 0.04% Add +0.3% 4,973,331 $220.7M
Charles Schwab Investment Management Inc. 0.03% Add +2.5% 4,878,399 $216.8M
Cardinal Capital Management, Inc. 4.79% Reduce -3.9% 3,500,373 $213.2M
Franklin Resources Inc. 0.05% Reduce -5.7% 4,751,721 $210.9M
Legal & General Group Plc 0.05% Reduce -11.1% 4,631,639 $205.8M
Amundi 0.06% Reduce -0.2% 4,513,763 $200.2M
Beutel, Goodman & Co Ltd. 1.22% Reduce -23.0% 4,454,906 $198.0M
Scotia Capital Inc. 0.79% Add +0.2% 4,413,804 $195.6M
TD Waterhouse Canada Inc. 1.20% Reduce -3.3% 4,335,563 $192.2M
Bank of Nova Scotia 0.26% Reduce -21.0% 3,970,557 $176.2M
Deutsche Bank AG 0.05% Add +29.6% 3,548,304 $157.4M
Merewether Investment Management, LP 3.35% Reduce -11.0% 3,277,504 $145.5M
Brown Advisory Inc. 0.20% Reduce -1.8% 3,252,060 $144.3M
Swiss National Bank 0.08% Reduce -9.3% 3,204,592 $142.5M
Agf Management Ltd. 0.61% Add +2.8% 2,558,476 $139.6M
Lazard Asset Management LLC 0.22% Reduce -3.2% 2,939,170 $130.4M
Alyeska Investment Group, L.P. 0.36% Add +12.2% 2,907,613 $129.0M
Bank of New York Mellon Corp 0.02% Reduce -7.8% 2,827,979 $125.4M
Two Sigma Investments, LP 0.19% Add +3.8% 2,780,909 $123.4M
UBS Group AG 0.02% Reduce -39.1% 2,514,402 $111.5M
Healthcare of Ontario Pension Plan Trust Fund 0.17% Add +5468.8% 2,289,219 $101.6M
Allianz Asset Management GmbH 0.12% Reduce -3.8% 2,261,106 $100.5M
Alberta Investment Management Corp 0.63% Add +0.6% 2,116,900 $94.0M
BlackRock, Inc. 0.00% Add +5.8% 2,083,499 $92.4M
Point72 Asset Management 0.15% Reduce -30.9% 2,036,954 $90.4M
Guardian Capital LP 2.62% Add +6.5% 1,989,193 $88.3M
Citadel Advisors 0.06% Reduce -28.4% 1,836,287 $81.5M
Mufg Securities (canada), LTD. 2.26% Reduce -8.9% 1,829,078 $81.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.42% Add +5.6% 1,785,496 $79.3M
Recurrent Investment Advisors LLC 5.85% Reduce -1.5% 1,760,388 $79.2M
Locust Wood Capital Advisers, LLC 1.98% Reduce -20.7% 1,784,089 $79.1M
Intact Investment Management Inc. 2.16% Add +36.3% 1,695,160 $75.2M
Letko, Brosseau & Associates Inc. 1.21% Reduce -19.6% 1,661,252 $73.8M
Royal London Asset Management Ltd. 0.14% Reduce -16.1% 1,484,747 $65.9M
Quadrature Capital Ltd 0.67% New 1,469,349 $65.3M
Scheer, Rowlett & Associates Investment Management Ltd. 4.26% Reduce -12.3% 1,398,002 $62.1M
Northern Trust Corp. 0.01% Reduce -0.3% 1,375,693 $61.0M
Fiera Capital Corp 0.19% Reduce -11.8% 1,373,156 $61.0M
AustralianSuper Pty Ltd 0.28% No change 1,369,647 $60.8M
Clark Capital Management Group, Inc. 0.35% Add +60.8% 1,302,198 $57.8M
Nuveen, LLC 0.01% Reduce -0.8% 1,285,637 $57.1M
Korea Investment CORP 0.10% Add +4.1% 1,146,050 $50.9M
D. E. Shaw & Co. 0.04% Reduce -6.9% 1,062,693 $47.2M
Holocene Advisors, LP 0.10% Add +1.2% 1,059,644 $47.0M
American Century Companies Inc. 0.02% Add +17.0% 1,048,646 $46.5M
Addenda Capital Inc. 1.36% Reduce -3.2% 760,866 $46.4M
BNP Paribas Financial Markets 0.03% Add +47.1% 1,019,823 $45.2M
Ruffer LLP 2.02% Add +6.9% 999,168 $44.5M
NewEdge Wealth, LLC 0.50% Add +1.5% 1,000,612 $44.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +1.6% 956,383 $42.5M
Picton Mahoney Asset Management 0.46% Add +52.2% 954,786 $42.4M
State of Tennessee, Department of Treasury 0.13% Add +5.7% 777,195 $41.3M
BCV Asset Management Inc. 1.03% — 551,389 $40.8M
Hillsdale Investment Management Inc. 1.01% Add +217.4% 826,617 $36.8M
Public Employees Retirement System of Ohio 0.11% Add +5.5% 795,609 $35.4M
Janus Henderson Group PLC 0.02% Reduce -70.6% 786,038 $34.9M
Vident Advisory, LLC 0.31% Add +4.4% 748,342 $33.2M
Focus Partners Wealth 0.04% Reduce -4.6% 739,082 $32.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 2.78% Reduce -3.8% 536,309 $32.7M
Allspring Global Investments Holdings, LLC 0.05% Reduce -1.2% 715,263 $32.6M
Susquehanna Portfolio Strategies, LLC 0.49% Reduce -22.9% 708,400 $31.4M
Great Lakes Advisors, LLC 0.25% Add +1.1% 701,991 $31.1M
Two Sigma Advisers, LP 0.06% Reduce -30.0% 701,340 $31.1M
HITE Hedge Asset Management LLC 1.99% Add +78.7% 698,673 $31.0M
DekaBank Deutsche Girozentrale 0.05% No change 691,631 $29.9M
Life Cycle Investment Partners Ltd 0.20% — 649,444 $28.9M
Voloridge Investment Management, LLC 0.09% Reduce -43.5% 595,974 $26.4M
Envestnet Asset Management Inc. 0.01% Add +10.7% 585,967 $26.0M
Citigroup Inc. 0.02% Reduce -54.1% 559,007 $24.8M
Balyasny Asset Management L.P. 0.05% Reduce -16.8% 551,974 $24.5M
State of Wisconsin Investment Board 0.05% New 531,447 $23.6M
Montrusco Bolton Investments Inc. 0.27% Reduce -14.9% 494,481 $22.0M
Natixis Advisors, LLC 0.03% Reduce -1.5% 489,727 $21.7M
Ameriprise Financial Inc. 0.00% Reduce -20.3% 376,421 $21.6M
Corient Private Wealth LP 0.03% Reduce -33.0% 482,627 $21.5M
Rempart Asset Management Inc. 4.00% Reduce -1.6% 476,655 $21.2M
Lighthouse Investment Partners, LLC 0.70% Add +691.7% 475,000 $21.1M
Bridgewater Associates 0.08% Reduce -8.1% 467,473 $20.8M
Van Eck Associates Corp. 0.02% Reduce -73.1% 467,229 $20.7M
Russell Investments Group, Ltd. 0.02% Reduce -18.6% 462,836 $20.6M
MUFG Securities EMEA plc 0.23% New 450,000 $20.0M
O'shaughnessy Asset Management, LLC 0.11% Add +0.5% 449,145 $19.9M
Pictet Asset Management Holding SA 0.02% Add +3.7% 431,007 $19.2M
Neuberger Berman Group LLC 0.01% Reduce -0.4% 400,738 $17.8M
Cardinal Point Capital Management ULC 1.15% Add +2.3% 395,317 $17.6M
PDT Partners, LLC 1.13% Add +10.9% 391,043 $17.3M
Corigliano Investment Advisers, LLC 6.11% New 388,000 $17.2M
Mediolanum International Funds Ltd 0.17% Reduce -8.8% 386,108 $17.2M
Qube Research & Technologies Ltd 0.02% Reduce -55.4% 385,716 $17.1M
Wellington Management Group LLP 0.00% Add +8.5% 382,664 $17.0M
Bank of Nova Scotia Trust Co. 1.45% Reduce -27.8% 375,512 $16.7M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -46.3% 368,005 $16.1M
SIR Capital Management, L.P. 1.78% New 362,318 $16.1M
Harvest Portfolios Group Inc. 0.28% Add +9.1% 360,668 $16.0M
Jane Street Group, LLC 0.02% Reduce -67.9% 350,403 $15.5M
Guardian Partners Inc. 1.23% Add +10.1% 293,698 $15.4M
Maryland State Retirement & Pension System 0.30% Add +0.1% 333,390 $14.8M
Crossmark Global Holdings, Inc. 0.20% Reduce -6.2% 309,127 $13.7M
Renaissance Technologies 0.02% Reduce -56.4% 298,377 $13.2M
Alliancebernstein L.P. 0.00% Reduce -23.9% 286,802 $12.7M
Man Group plc 0.02% New 275,410 $12.2M
Northwest & Ethical Investments L.P. 0.27% Add +10.1% 270,565 $12.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -0.1% 246,250 $11.1M
First Foundation Advisors 0.42% Reduce -31.6% 249,971 $11.1M
First Trust Advisors LP 0.01% Add +23.6% 238,876 $10.6M
Aventail Capital Group, LP 0.60% New 235,572 $10.4M
LPL Financial LLC 0.00% Reduce -4.4% 232,674 $10.3M
Swiss Life Asset Management Ltd 0.05% Add +127.5% 230,164 $10.2M
Arcadia Investment Management Corp. 1.65% Reduce -6.9% 229,438 $10.2M
Creative Planning 0.01% Add +21.2% 222,483 $9.9M
Trexquant Investment LP 0.09% New 219,773 $9.7M
SIG North Trading, ULC 1.69% Reduce -36.8% 218,043 $9.7M
Rockefeller Capital Management L.P. 0.02% Add +1.6% 217,454 $9.6M
CANADA LIFE ASSURANCE Co 0.02% Reduce -2.7% 215,049 $9.5M
Investment Management Corp of Ontario 0.13% Add +91.8% 215,019 $9.5M
Susquehanna Fundamental Investments, LLC 0.32% Add +40.2% 210,000 $9.3M
Sagefield Capital LP 0.78% Add +97.3% 208,308 $9.2M
Purpose Unlimited Inc. 0.42% — 202,706 $9.0M
Greenfield Seitz Capital Management, LLC 2.94% Reduce -4.2% 201,755 $8.9M
Ninepoint Partners LP 1.05% Add +42.0% 200,098 $8.9M
Segall Bryant & Hamill, LLC 0.12% Reduce -31.7% 195,345 $8.7M
Raymond James Financial Inc. 0.00% Reduce -50.2% 188,364 $8.4M
Interval Partners, LP 0.19% Add +393.8% 183,128 $8.1M
Guinness Asset Management LTD 0.13% Reduce -18.0% 185,323 $8.1M
Heronetta Management, L.P. 4.65% No change 132,000 $8.0M
Bearing Point Capital, LLC 1.25% Add +8.7% 179,844 $8.0M
Blair William & Co. 0.02% Add +41.5% 178,686 $7.9M
Meixler Investment Management, Ltd. 4.80% Reduce -28.1% 177,948 $7.9M
Kornitzer Capital Management Inc. 0.16% Reduce -4.3% 177,293 $7.9M
Keating Investment Counselors Inc. 2.17% Add +1.0% 176,383 $7.8M
Aviso Financial Inc. 0.28% Add +2.2% 164,694 $7.3M
Gilder Gagnon Howe & Co. LLC 0.07% Reduce -3.6% 150,003 $6.7M
Gold Investment Management Ltd. 2.10% Reduce -3.4% 148,079 $6.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 105,248 $6.4M
Utah Retirement Systems 0.06% No change 136,887 $6.1M
Hennessy Advisors Inc. 0.22% Reduce -5.1% 136,860 $6.1M
PNC Financial Services Group, Inc. 0.00% Add +0.1% 136,000 $6.0M
Stifel Financial Corp. 0.01% Add +31.2% 135,870 $6.0M
Voya Investment Management LLC 0.01% Reduce -2.5% 135,532 $6.0M
Old West Investment Management, LLC 1.05% Add +96.7% 132,973 $5.9M
USS Investment Management Ltd 0.03% No change 127,297 $5.6M
Gabelli Funds LLC 0.04% Add +10.3% 126,900 $5.6M
Intech Investment Management LLC 0.05% Reduce -27.2% 125,124 $5.6M
State Street Corp. 0.00% Add +178.5% 119,495 $5.3M
Public Sector Pension Investment Board 0.02% No change 118,813 $5.3M
Fairbanks Capital Management, Inc. 2.90% Reduce -5.6% 118,646 $5.3M
Aldebaran Capital, LLC 4.59% Reduce -3.7% 115,311 $5.1M
Cetera Investment Advisers 0.01% Add +10.0% 114,471 $5.1M
Quantbot Technologies LP 0.17% Add +126.4% 114,237 $5.1M
NewEdge Advisors, LLC 0.02% Add +1.2% 111,867 $5.0M
Jones Financial Companies LLLP 0.00% Add +5.3% 111,432 $4.9M
Silvercrest Asset Management Group LLC 0.03% Reduce -0.8% 110,350 $4.9M
Quantinno Capital Management LP 0.01% Add +52.7% 110,066 $4.9M
Oxbow Advisors, LLC 0.43% Add +0.9% 108,612 $4.8M
Easterly Investment Partners LLC 0.30% Reduce -31.3% 108,477 $4.8M
Eagle Global Advisors LLC 0.18% Reduce -0.2% 108,570 $4.8M
Pacifica Partners Inc. 2.11% Add +0.1% 104,072 $4.7M
Inlet Private Wealth, LLC 1.10% No change 106,670 $4.7M
Vise Technologies, Inc. 0.09% Add +5.8% 105,215 $4.7M
CWA Asset Management Group, LLC 0.17% Reduce -11.8% 103,831 $4.6M
Pekin Hardy Strauss, Inc. 0.42% Reduce -10.8% 101,224 $4.5M
Pinnacle Financial Partners, Inc. 0.03% — 100,507 $4.5M
Louisbourg Investments Inc. 0.86% Add +51.1% 96,579 $4.3M
Metis Global Partners, LLC 0.10% Reduce -10.0% 93,566 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -43.5% 93,565 $4.1M
GMO 0.01% New 92,254 $4.1M
Miller Howard Investments Inc. 0.12% Reduce -4.5% 91,718 $4.1M
Barings LLC 0.07% Reduce -75.4% 87,175 $3.9M
Manning & Napier Advisors LLC 0.05% Reduce -2.4% 86,881 $3.9M
Victory Capital Management Inc. 0.00% Reduce -8.5% 83,418 $3.7M
X-Square Capital, LLC 1.21% Reduce -3.0% 82,940 $3.7M
Ritholtz Wealth Management 0.07% Reduce -0.8% 82,532 $3.7M
Mariner, LLC 0.00% Add +11.2% 81,483 $3.6M
Exencial Wealth Advisors, LLC 0.11% Add +0.0% 81,355 $3.6M
Vanguard Personalized Indexing Management, LLC 0.04% Add +10.2% 81,046 $3.6M
Adage Capital Partners Gp, L.L.C. 0.01% New 80,000 $3.5M
Atom Investors LP 0.28% Reduce -5.2% 79,965 $3.5M
Wasatch Advisors LP 0.02% Add +1.0% 77,142 $3.4M
CoreCommodity Management, LLC 0.72% Reduce -15.3% 76,739 $3.4M
Stock Yards Bank & Trust Co. 0.10% Reduce -2.7% 75,718 $3.4M
PCJ Investment Counsel Ltd. 0.83% Add +3.2% 75,180 $3.3M
US Bancorp \de 0.00% Add +9.6% 73,325 $3.3M
K.J. Harrison & Partners Inc 0.43% Reduce -12.0% 73,172 $3.3M
Prudential PLC 0.02% Add +0.1% 68,901 $3.1M
Beverly Hills Private Wealth, LLC 0.53% Reduce -9.0% 68,745 $3.0M
HRT Financial LP 0.01% Add +336.8% 65,813 $2.9M
Bessemer Group Inc. 0.00% Reduce -13.2% 64,269 $2.9M
Cerity Partners LLC 0.00% Reduce -3.8% 63,852 $2.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 1.77% Reduce -19.6% 63,640 $2.8M
Triasima Portfolio Management inc. 0.41% Add +1087.5% 61,062 $2.7M
Burling Wealth Partners, LLC 0.42% Add +23.3% 60,834 $2.7M
Ashton Thomas Private Wealth, LLC 0.07% Add +0.3% 60,438 $2.7M
Gulf International Bank (UK) Ltd 0.09% No change 59,925 $2.7M
Royal Fund Management, LLC 0.24% Reduce -35.1% 59,287 $2.6M
Hancock Whitney Corp. 0.05% Add +1.5% 57,596 $2.6M
Gradient Investments LLC 0.04% Add +31.4% 57,323 $2.5M
Gotham Asset Management 0.01% Add +161.6% 56,356 $2.5M
Montgomery Investment Management Inc. 0.90% Reduce -0.2% 56,200 $2.5M
Ensign Peak Advisors, Inc 0.00% No change 54,792 $2.4M
Horizon Kinetics Asset Management LLC 0.03% Reduce -11.6% 54,777 $2.4M
Summit Financial, LLC 0.04% Reduce -1.1% 54,669 $2.4M
VELA Investment Management, LLC 0.66% Reduce -12.3% 54,368 $2.4M
Employees Retirement System of Texas 0.02% No change 53,681 $2.4M
Sequoia Financial Advisors, LLC 0.01% Add +2.2% 53,120 $2.4M
Nitor Capital Management LLC 2.06% — 52,193 $2.3M
Park Avenue Securities LLC 0.02% Add +37.2% 50,956 $2.3M
Simmons Bank 0.15% Add +2.4% 50,569 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -10.2% 49,724 $2.2M
Kestra Advisory Services, LLC 0.01% Add +12.1% 49,267 $2.2M
Entropy Technologies, LP 0.12% Reduce -50.6% 48,812 $2.2M
Capital World Investors 0.00% Reduce -7.5% 48,740 $2.2M
Simplex Trading, LLC 0.06% New 48,290 $2.1M
Heartland Advisors Inc. 0.11% Reduce -1.6% 46,504 $2.1M
MML Investors Services, LLC 0.00% Add +52.7% 45,590 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -0.8% 45,513 $2.0M
Aviva PLC 0.00% Reduce -4.3% 44,660 $2.0M
Opal Capital LLC 0.47% — 42,841 $1.9M
TrueMark Investments, LLC 0.36% Add +14.9% 42,841 $1.9M
Wahed Invest LLC 0.24% Add +21.8% 41,742 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -51.1% 41,363 $1.8M
Westerkirk Capital Inc. 0.18% Reduce -52.3% 40,610 $1.8M
South Dakota Investment Council 0.03% Reduce -23.2% 39,996 $1.8M
Engineers Gate Manager LP 0.02% Reduce -18.0% 38,895 $1.7M
Assenagon Asset Management S.A. 0.00% Reduce -96.5% 38,274 $1.7M
Harbor Investment Advisory, LLC 0.13% Add +1.6% 38,037 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -8.9% 37,989 $1.7M
Tidal Investments LLC 0.01% Reduce -22.6% 37,886 $1.7M
Foster & Motley Inc. 0.09% Reduce -0.8% 37,709 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Add +25.0% 36,923 $1.6M
XTX Topco Ltd 0.04% Reduce -59.2% 36,141 $1.6M
Signaturefd, LLC 0.02% Add +1.0% 35,988 $1.6M
Private Advisor Group, LLC 0.01% Add +3.1% 35,470 $1.6M
Captrust Financial Advisors 0.00% Reduce -14.5% 35,148 $1.6M
Dockside LLC 0.40% — 35,038 $1.6M
Live Oak Investment Partners 0.95% Add +30.9% 34,737 $1.5M
Advisors Asset Management, Inc. 0.03% Reduce -20.6% 34,203 $1.5M
Amova Asset Management Americas, Inc. 0.02% Reduce -1.6% 34,177 $1.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.6% 34,177 $1.5M
Caprock Group, LLC 0.03% Add +18.5% 33,464 $1.5M
Sumitomo Life Insurance Co. 0.04% Add +0.9% 33,323 $1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +0.9% 33,323 $1.5M
Cullen Investment Group, LTD. 0.19% Reduce -0.2% 31,343 $1.5M
UniSuper Management Pty Ltd 0.01% Add +12.2% 24,000 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -8.2% 32,800 $1.5M
Laird Norton Wetherby Trust Company, LLC 0.03% New 32,675 $1.4M
SCP Investment, LP 1.18% Reduce -28.8% 32,600 $1.4M
PKO Investment Management Joint-Stock Co 0.12% Reduce -17.1% 32,500 $1.4M
Sei Investments Co. 0.00% Reduce -48.5% 31,799 $1.4M
Cannell & Spears LLC 0.03% No change 31,800 $1.4M
Qtron Investments LLC 0.18% Add +205.3% 31,661 $1.4M
Truist Financial Corp. 0.00% Reduce -7.8% 31,391 $1.4M
denkapparat Operations GmbH 0.75% Add +52.2% 31,200 $1.4M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 29,801 $1.3M
Principal Securities, Inc. 0.02% Add +55.0% 28,845 $1.3M
World Investment Advisors 0.02% Add +2.8% 28,830 $1.3M
Quadrant Capital Group LLC 0.04% Add +0.7% 28,748 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +26.8% 28,474 $1.3M
Sanctuary Advisors, LLC 0.01% Reduce -9.1% 28,051 $1.2M
King Luther Capital Management Corp. 0.00% Add +4.0% 27,022 $1.2M
Prudential Financial Inc. 0.00% Reduce -31.0% 26,300 $1.2M
Pathstone Holdings, LLC 0.00% Add +5.4% 25,860 $1.1M
Mosaic Financial Group, LLC 0.76% No change 25,142 $1.1M
Archford Capital Strategies, LLC 0.13% Add +5.0% 24,786 $1.1M
Trust Co. of Toledo NA 0.11% No change 24,622 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.44% Reduce -1.0% 24,088 $1.1M
Benjamin Edwards Inc. 0.01% Reduce -2.5% 23,888 $1.1M
Hantz Financial Services, Inc. 0.02% Reduce -8.1% 23,835 $1.1M
Strategic Global Advisors, LLC 0.16% Add +117.9% 23,044 $1.0M
Worldquant Millennium Advisors LLC 0.00% Reduce -46.9% 22,865 $1.0M
Clear Harbor Asset Management, LLC 0.07% Add +1.1% 22,840 $1.0M
Chesapeake Capital Corp. 0.84% Add +0.9% 22,741 $1.0M
Mraz, Amerine & Associates, Inc. 0.15% No change 22,392 $993K
State of Wyoming 0.11% Add +133.2% 22,328 $992K
Syon Capital LLC 0.05% Reduce -1.0% 22,199 $985K
Evolve Private Wealth, LLC 0.06% — 22,065 $979K
Cigna Investments Inc. 0.14% Reduce -2.6% 21,852 $971K
GS Investments, Inc. 0.52% Reduce -30.6% 21,400 $949K
Greenline Partners, LLC 0.11% No change 21,224 $941K
One Capital Management, LLC 0.03% New 21,144 $940K
Everett Harris & Co. 0.01% No change 20,675 $917K
Burney Co./ 0.03% Add +1.3% 20,208 $896K
HighTower Advisors, LLC 0.00% Add +4.4% 20,078 $891K
CHICAGO TRUST Co NA 0.14% Add +0.7% 20,011 $888K
Credit Agricole S A 0.00% Add +10.8% 19,830 $880K
Frank, Rimerman Advisors LLC 0.06% Add +0.1% 19,787 $878K
Schonfeld Strategic Advisors LLC 0.00% Reduce -79.7% 19,388 $860K
Walleye Capital LLC 0.01% Reduce -62.8% 19,380 $860K
&partners 0.00% Add +23.7% 18,819 $835K
ExodusPoint Capital Management, LP 0.01% New 18,700 $830K
Arkadios Wealth Advisors 0.02% Reduce -0.0% 18,683 $829K
Assetmark, Inc. 0.00% Add +59.9% 18,462 $819K
Magnetar Financial LLC 0.01% Reduce -18.4% 18,400 $817K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -1.2% 17,774 $788K
Ieq Capital, LLC 0.00% Add +7.4% 17,537 $778K
Mather Group, Llc. 0.01% Add +0.7% 17,523 $777K
Sustainable Insight Capital Management, LLC 0.26% New 17,400 $772K
Savant Capital, LLC 0.00% Add +27.0% 17,313 $768K
Delta Investment Management, LLC 0.13% No change 17,194 $763K
HB Wealth Management, LLC 0.00% Add +4.9% 17,050 $756K
Kestra Private Wealth Services, LLC 0.01% Add +2.6% 16,982 $753K
Investors Research Corp 0.14% Reduce -4.8% 16,902 $750K
Jackson Hole Capital Partners, LLC 0.13% No change 16,700 $741K
Heritage Family Offices, LLP 0.33% Reduce -9.8% 16,301 $723K
Compound Planning, Inc. 0.02% Add +5.2% 16,200 $719K
Gateway Investment Advisers LLC 0.01% Add +0.8% 16,046 $712K
Yousif Capital Management, LLC 0.01% No change 14,290 $705K
Steward Partners Investment Advisory, LLC 0.00% Add +11.0% 15,626 $693K
Courier Capital LLC 0.04% Reduce -6.1% 15,515 $688K
Prelude Capital Management, LLC 0.05% Reduce -7.7% 15,500 $688K
180 Wealth Advisors, LLC 0.08% Add +4.4% 15,208 $675K
Integrated Wealth Concepts LLC 0.01% Reduce -9.2% 15,202 $674K
Evergreen Capital Management LLC 0.01% Reduce -2.2% 15,135 $671K
Huntington National Bank 0.01% Reduce -9.7% 15,054 $668K
Formidable Asset Management, LLC 0.10% Add +17.0% 15,833 $662K
Mercer Global Advisors Inc. 0.00% Add +9.6% 14,746 $654K
Inspire Advisors, LLC 0.06% Reduce -5.6% 14,563 $646K
Orion Porfolio Solutions, LLC 0.00% Reduce -50.0% 13,985 $620K
First Financial Corp. 0.23% Reduce -0.9% 13,832 $614K
Thoroughbred Financial Services, LLC 0.04% Reduce -29.1% 13,820 $613K
Certuity, LLC 0.04% Reduce -10.0% 13,806 $612K
New England Research & Management, Inc. 0.27% New 13,730 $609K
Candriam S.C.A. 0.00% Add +101.0% 13,528 $601K
Merit Financial Group, LLC 0.00% Add +2.9% 13,451 $597K
Winthrop Capital Management, LLC 0.14% Reduce -3.0% 13,394 $594K
Brandywine Trust Co. 0.10% No change 13,000 $577K
Regions Financial Corp. 0.00% Reduce -42.7% 12,703 $564K
Ruggaard & Associates LLC 0.22% Add +8.5% 12,526 $556K
McCarter Private Wealth Services LLC 0.25% No change 12,500 $555K
Morningstar Investment Management LLC 0.03% New 11,911 $529K
Crewe Advisors LLC 0.05% No change 11,905 $528K
Aviance Capital Partners, LLC 0.06% Reduce -0.6% 11,713 $520K
Glenmede Trust Co. NA 0.00% — 11,604 $515K
First Bank & Trust 0.08% Reduce -2.0% 11,567 $513K
Waverly Advisors, LLC 0.00% Add +6.8% 11,477 $509K
Baron Wealth Management LLC 0.15% Add +4.2% 11,342 $503K
Wealthspire Advisors, LLC 0.00% Add +127.8% 11,338 $503K
Group One Trading LLC 0.01% Add +70.2% 11,207 $497K
Kathmere Capital Management, LLC 0.03% Add +8.1% 11,144 $494K
Farmers & Merchants Investments Inc. 0.01% No change 10,915 $484K
CIBC Private Wealth Group LLC 0.00% Add +5.5% 10,787 $479K
Rathbones Group PLC 0.00% No change 10,450 $464K
Natixis 0.00% Reduce -2.5% 10,222 $453K
Valeo Financial Advisors, LLC 0.01% Add +34.4% 10,212 $453K
Arax Advisory Partners 0.01% Reduce -36.6% 10,184 $452K
Institute for Wealth Management, LLC. 0.05% No change 10,023 $445K
Leuthold Group, LLC 0.05% Add +0.4% 9,692 $430K
Forum Financial Management, LP 0.01% Add +0.7% 9,688 $430K
Value Partners Investments Inc. 0.03% Add +10.7% 9,485 $422K
Hills Bank & Trust Co 0.02% No change 9,417 $418K
Nomura Asset Management International Inc. 0.00% — 9,341 $414K
Guyasuta Investment Advisors Inc. 0.02% No change 9,228 $409K
Van Den Berg Management I, Inc. 0.09% Reduce -0.6% 9,168 $407K
3Chopt Investment Partners, LLC 0.09% New 9,135 $405K
Mayflower Financial Advisors, LLC 0.05% New 9,106 $404K
Asset Dedication, LLC 0.03% No change 9,021 $400K
Leigh Baldwin & Co., LLC 0.26% Add +3.6% 9,001 $399K
Guggenheim Capital LLC 0.00% Reduce -14.4% 8,982 $398K
Spire Wealth Management 0.01% Add +0.4% 8,938 $396K
Parallax Volatility Advisers, L.P. 0.01% New 8,886 $394K
Claret Asset Management Corp 0.05% Reduce -4.2% 8,720 $387K
Parallel Advisors, LLC 0.01% Add +1.4% 8,622 $382K
Cullen/Frost Bankers, Inc. 0.00% Add +4.9% 8,601 $382K
Avise Financial Cooperative, Inc. 0.34% — 8,522 $378K
Sage Investment Counsel LLC 0.41% No change 8,400 $373K
Sivia Capital Partners, LLC 0.08% New 8,363 $371K
Flputnam Investment Management Co. 0.01% Reduce -32.4% 8,302 $368K
Faithward Advisors, LLC 0.05% Add +0.1% 8,286 $368K
Independence Bank of Kentucky 0.05% Reduce -0.3% 8,270 $367K
Guinness Atkinson Asset Management Inc 0.17% Reduce -20.2% 8,373 $366K
SummitTX Capital, L.P. 0.01% New 8,253 $366K
Cwm, LLC 0.00% Add +11.1% 8,231 $365K
Checchi Capital Advisers, LLC 0.02% Reduce -1.0% 8,196 $364K
Keystone Wealth Services, LLC 0.08% No change 8,139 $361K
Callan Family Office, LLC 0.01% New 8,130 $361K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 7,886 $350K
AXS Investments LLC 0.12% Reduce -3.2% 7,871 $349K
Cidel Asset Management Inc. 0.02% Reduce -19.9% 7,855 $349K
Lifetime Wealth Management P.C. 0.22% — 7,715 $342K
Hardy Reed LLC 0.02% Add +5.4% 7,618 $338K
D'Orazio & Associates, Inc. 0.04% Add +3.4% 7,549 $335K
Roxbury Financial LLC 0.30% Reduce -1.0% 7,546 $335K
Lido Advisors, LLC 0.00% Add +0.8% 7,867 $329K
JFS Wealth Advisors, LLC 0.02% No change 7,309 $324K
Steph & Co. 0.09% Reduce -12.0% 7,286 $323K
Tower Research Capital LLC (TRC) 0.01% Reduce -52.3% 7,193 $319K
Sowell Financial Services LLC 0.01% Add +13.8% 7,092 $315K
Ewing Morris & Co. Investment Partners Ltd. 0.14% Add +1.3% 6,985 $314K
M&T Bank Corp 0.00% Reduce -15.9% 7,070 $314K
MAI Capital Management 0.00% Reduce -2.5% 7,062 $313K
Texas Capital Bank Wealth Management Services Inc 0.02% New 7,009 $311K
Net Worth Advisory Group 0.06% Add +2.5% 6,946 $308K
August Group Capital Ltd 0.34% — 6,938 $308K
Choreo, LLC 0.00% Reduce -4.7% 6,850 $305K
Atria Investments, Inc 0.00% Add +1.3% 6,814 $302K
EP Wealth Advisors, LLC 0.00% — 6,809 $302K
Greenleaf Trust 0.00% Reduce -1.5% 6,791 $301K
Viewpoint Investment Partners Corp. 0.14% New 4,900 $299K
Family Manage LLC 0.04% Add +30.0% 6,703 $297K
Alan B Lancz & Associates, Inc. 0.26% No change 6,700 $297K
Ascent Group, LLC 0.01% Reduce -11.3% 6,680 $296K
Stratos Wealth Partners, LTD. 0.00% Add +2.0% 6,651 $295K
PDS Planning, Inc 0.02% Add +1.1% 6,635 $294K
Cumberland Partners Ltd 0.02% New 6,620 $294K
Sagespring Wealth Partners, LLC 0.01% Add +3.8% 6,584 $292K
Clarius Group, LLC 0.02% No change 6,528 $290K
Cura Wealth Advisors, LLC 0.11% Reduce -1.2% 6,406 $284K
Fractal Investments LLC 0.04% No change 6,400 $284K
Asahi Life Asset Management Co., LTD. 0.16% New 6,306 $280K
HUB Investment Partners, LLC 0.01% Reduce -0.4% 6,307 $280K
Farther Finance Advisors, LLC 0.00% Add +23.5% 6,211 $276K
Beese Fulmer Investment Management, Inc. 0.02% No change 6,195 $275K
Pure Financial Advisors, LLC 0.00% New 6,170 $274K
DGS Capital Management, LLC 0.05% Add +3.2% 6,149 $273K
Advisory Services Network, LLC 0.00% Reduce -12.2% 6,140 $272K
Fifth Third Bancorp 0.00% Add +6.1% 6,035 $268K
Global Retirement Partners, LLC 0.00% Add +63.4% 6,026 $267K
Sequent Planning LLC 0.07% Reduce -76.0% 5,996 $266K
Corient IA LP 0.25% Reduce -40.4% 5,960 $264K
Scientech Research LLC 0.17% New 5,949 $264K
Lester Murray Antman dba SimplyRich 0.07% Add +17.2% 5,920 $262K
United Capital Financial Advisors, LLC 0.00% Add +11.7% 5,904 $262K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,000 $260K
Inspire Investing, LLC 0.02% Add +3.1% 5,824 $258K
Larry Mathis Financial Planning, LLC 0.23% — 5,800 $257K
Bryn Mawr Trust Advisors, LLC 0.01% Add +3.5% 5,742 $255K
Keel Point, LLC 0.02% Add +1.2% 5,683 $252K
Avior Wealth Management, LLC 0.01% No change 5,640 $250K
Fox Hill Wealth Management 0.12% Reduce -2.1% 5,631 $250K
Bridgewater Advisors Inc. 0.02% New 4,832 $244K
Chilton Investment Co. Inc. 0.01% No change 5,500 $244K
Syverson Strege & Co 0.06% Reduce -0.2% 5,468 $243K
Moody National Bank Trust Division 0.02% No change 5,467 $243K
Intelligence Driven Advisers, LLC 0.03% Reduce -1.1% 5,396 $239K
Goldstein Advisors, LLC 0.03% Reduce -0.0% 5,374 $238K
Northern Financial Advisors Inc 0.27% Reduce -27.4% 5,308 $235K
First Citizens Bank & Trust Co. 0.00% New 5,294 $235K
Gladstone Institutional Advisory LLC 0.01% Add +3.2% 5,286 $234K
Neville Rodie & Shaw Inc. 0.02% No change 5,258 $233K
Evelyn Partners Investment Management LLP 0.01% No change 5,200 $231K
Hara Capital LLC 0.13% No change 5,200 $231K
Dixon Mitchell Investment Counsel Inc. 0.01% Add +1301.1% 5,184 $230K
OpenArc Corporate Advisory, LLC 0.00% — 5,129 $228K
Avidian Wealth Enterprises, LLC 0.01% New 5,104 $226K
QRG Capital Management, Inc. 0.00% New 5,086 $226K
Independent Advisor Alliance 0.01% New 5,081 $225K
SG Trading Solutions, LLC 0.05% — 5,065 $225K
AE Wealth Management LLC 0.00% Add +3.8% 5,071 $225K
R Squared Ltd 0.10% New 5,050 $224K
Summit Global Investments 0.01% New 5,055 $224K
CSS LLC 0.04% No change 5,010 $222K
Financial Security Advisor, Inc. 0.04% No change 5,007 $222K
Hilltop Holdings Inc. 0.01% New 4,944 $219K
Joel Isaacson & Co., LLC 0.01% No change 4,918 $218K
Cypress Capital, LLC 0.06% Add +0.1% 4,911 $218K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% — 4,836 $215K
Erste Asset Management GmbH 0.00% Add +0.0% 4,800 $213K
Moors & Cabot, Inc. 0.01% New 4,782 $212K
Integrated Investment Consultants, LLC 0.04% New 4,710 $209K
Chevy Chase Trust Holdings, LLC 0.00% New 4,697 $208K
MRWM Advisors, LLC 0.11% New 4,630 $205K
Wellington-Altus USA Inc. 0.15% — 4,310 $204K
Private Trust Co. NA 0.02% Reduce -5.0% 4,492 $199K
Transamerica Financial Advisors, LLC 0.02% Add +82.0% 4,209 $187K
Hilltop National Bank 0.04% Reduce -25.4% 4,112 $182K
Pinnacle Wealth Planning Services, Inc. 0.02% New 4,039 $179K
Spirit of America Management Corp. 0.04% No change 4,000 $177K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +18.0% 3,844 $171K
NBT Bank, N.A. 0.01% Add +0.1% 3,628 $161K
Allworth Financial LP 0.00% Add +71.4% 3,596 $159K
Washington Trust Advisors, Inc. 0.01% No change 3,556 $158K
Provenance Wealth Advisors, LLC 0.02% No change 3,360 $149K
Rhumbline Advisers 0.00% Add +9.3% 3,222 $143K
Atlas Capital Advisors Inc. 0.02% — 3,125 $139K
EverSource Wealth Advisors, LLC 0.01% Add +4.7% 3,086 $137K
Chilton Capital Management LLC 0.00% No change 3,000 $133K
Blue Trust, Inc. 0.00% Reduce -23.9% 2,897 $129K
Basso Capital Management, L.P. 0.07% No change 2,700 $120K
10Elms LLP 0.12% No change 2,650 $118K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.3% 2,638 $117K
Tacita Capital Inc 0.07% No change 2,540 $113K
Riverview Trust Co 0.14% No change 2,539 $113K
Smithfield Trust Co 0.00% New 2,500 $111K
Alphadyne Asset Management LP 0.01% New 2,490 $110K
Union Savings Bank 0.05% — 2,475 $110K
EFG International AG 0.00% — 2,365 $105K
UMB Bank, n.a. 0.00% Add +31.1% 2,346 $104K
AdvisorNet Financial, Inc 0.01% Add +1.9% 2,283 $101K
Basecamp Wealth Advisors LLC 0.02% — 2,245 $100K
Root Financial Partners, LLC 0.01% Reduce -21.1% 2,190 $97K
Brown Brothers Harriman & Co. 0.00% Add +40.3% 2,065 $92K
Sawyer & Company, Inc 0.03% Reduce -8.9% 2,058 $91K
GHP Investment Advisors, Inc. 0.00% No change 2,002 $89K
Blume Capital Management, Inc. 0.02% No change 2,000 $89K
Hollencrest Capital Management 0.00% New 2,000 $89K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $89K
CENTRAL TRUST Co 0.00% Add +2.7% 1,904 $84K
Covestor Ltd 0.04% Reduce -9.4% 1,740 $77K
WealthCollab, LLC 0.03% No change 1,719 $76K
Cromwell Holdings LLC 0.04% No change 1,718 $76K
Smartleaf Asset Management LLC 0.00% Add +109.8% 1,664 $74K
CoreCap Advisors, LLC 0.00% Reduce -18.4% 1,609 $71K
Nemes Rush Group LLC 0.01% No change 1,600 $71K
Atlantic Union Bankshares Corp 0.00% No change 1,555 $69K
SHP Wealth Management 0.01% — 1,493 $66K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,491 $66K
Twin Tree Management, LP 0.01% New 1,292 $57K
Richardson Financial Services Inc. 0.02% Add +71.9% 1,210 $54K
Legacy Bridge, LLC 0.02% No change 1,199 $53K
MTM Investment Management, LLC 0.02% No change 1,178 $52K
Rothschild Investment LLC 0.00% No change 1,167 $52K
Harbour Investments, Inc. 0.00% No change 1,160 $51K
Ascentis Wealth Management, LLC 0.01% No change 1,120 $50K
Sentry Investment Management LLC 0.03% No change 1,081 $48K
Golden State Wealth Management, LLC 0.01% Add +0.3% 1,061 $47K
IFP Advisors, Inc 0.00% Add +22.6% 1,047 $46K
Financial Consulate, Inc. 0.01% New 1,007 $45K
Corsicana & Co. 0.02% No change 1,000 $44K
Summit Securities Group LLC 0.01% New 1,000 $44K
HSBC Holdings PLC 0.00% Reduce -99.9% 1,000 $44K
Delta Asset Management LLC 0.00% No change 981 $44K
Peoples Financial Services Corp. 0.02% No change 913 $41K
Maseco LLP 0.00% New 882 $39K
Fairscale Capital, LLC 0.03% No change 870 $39K
TCTC Holdings, LLC 0.00% No change 850 $38K
Adirondack Trust Co. 0.01% Reduce -3.4% 837 $37K
Accent Capital Management, LLC 0.02% Add +37.5% 825 $37K
HM Payson & Co. 0.00% Add +4.2% 818 $36K
Hanson & Doremus Investment Management 0.00% No change 789 $35K
N.E.W. Advisory Services LLC 0.00% No change 776 $34K
Rosenberg Matthew Hamilton 0.01% No change 757 $34K
1 North Wealth Services LLC 0.01% New 731 $32K
Essential Partners LLC 0.01% Add +2.0% 696 $31K
Eastern Bank 0.00% No change 675 $30K
RMG Wealth Management LLC 0.00% No change 588 $29K
SBI Securities Co., Ltd. 0.00% Add +3.4% 639 $28K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +54.9% 635 $28K
Parkside Financial Bank & Trust 0.00% No change 592 $26K
Colonial Trust Co / SC 0.00% No change 588 $26K
Westside Investment Management, Inc. 0.00% No change 564 $26K
Clearstead Advisors, LLC 0.00% Add +0.7% 571 $25K
PFS Partners, LLC 0.01% Add +0.9% 566 $25K
Bayforest Capital Ltd 0.02% New 541 $24K
Financial Perspectives, Inc 0.01% No change 524 $23K
HHM Wealth Advisors, LLC 0.00% Reduce -38.3% 523 $23K
FNY Investment Advisers, LLC 0.01% New 500 $22K
Valley National Advisers Inc. 0.00% No change 500 $22K
Flagship Harbor Advisors, LLC 0.00% New 476 $21K
Osterweis Capital Management Inc. 0.00% New 437 $19K
Manchester Capital Management LLC 0.00% New 424 $19K
Bruce G. Allen Investments, LLC 0.01% Reduce -9.1% 409 $18K
Glen Eagle Advisors, LLC 0.00% Add +6666.7% 406 $18K
SWAN Capital LLC 0.01% No change 400 $18K
Gen-Wealth Partners Inc 0.01% No change 400 $18K
Measured Wealth Private Client Group, LLC 0.00% No change 390 $17K
Pinnacle Bancorp, Inc. 0.00% No change 380 $17K
True Wealth Design, LLC 0.00% Add +0.3% 372 $17K
CX Institutional 0.00% Add +0.6% 361 $16K
Bank of New Hampshire 0.00% No change 350 $16K
Larson Financial Group LLC 0.00% Add +6.4% 348 $15K
Signature Equity Partners, LLC 0.01% — 342 $15K
Caldwell Trust Co 0.00% Add +4.8% 327 $15K
Cornerstone Planning Group LLC 0.00% Reduce -94.5% 271 $14K
Capital Analysts, LLC 0.00% No change 315 $14K
TD Private Client Wealth LLC 0.00% Reduce -48.3% 316 $14K
SJS Investment Consulting Inc. 0.00% New 309 $14K
Gables Capital Management Inc. 0.01% No change 300 $13K
Commonwealth Retirement Investments LLC 0.00% New 300 $13K
Cape Investment Advisory, Inc. 0.00% Add +71.4% 300 $13K
Motco 0.00% No change 300 $13K
GAMMA Investing LLC 0.00% Add +23.8% 297 $13K
Sunbelt Securities, Inc. 0.00% Reduce -12.9% 290 $13K
Signature Resources Capital Management, LLC 0.01% No change 280 $12K
Anchor Investment Management, LLC 0.00% No change 280 $12K
Gilpin Wealth Management, LLC 0.01% — 269 $12K
Tradewinds Capital Management, LLC 0.00% No change 268 $12K
Lanark Financial, Inc. 0.00% Reduce -36.3% 265 $12K
Wilmington Savings Fund Society, FSB 0.00% Add +400.0% 260 $12K
Creative Capital Management Investments LLC 0.00% No change 257 $11K
Quent Capital, LLC 0.00% No change 255 $11K
Strategic Wealth Partners, Ltd. 0.00% No change 253 $11K
Geneos Wealth Management Inc. 0.00% Add +24.0% 248 $11K
Bfsg, LLC 0.00% No change 247 $11K
Godfrey Financial Associates, Inc. 0.01% — 241 $11K
Bell Investment Advisors, Inc 0.00% Add +190.1% 206 $9K
Core Alternative Capital 0.00% Reduce -27.2% 206 $9K
Concord Wealth Partners 0.00% No change 200 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 190 $8K
Quarry LP 0.00% Reduce -34.3% 176 $8K
Oakworth Capital, Inc. 0.00% New 172 $8K
Abound Wealth Management 0.00% Reduce -7.8% 153 $7K
Center for Financial Planning, Inc. 0.00% No change 150 $7K
Park Square Financial Group, LLC 0.04% Reduce -13.8% 175 $6K
MidFirst Bank 0.00% — 137 $6K
Highline Wealth Partners LLC 0.00% No change 123 $5K
Physician Wealth Advisors, Inc. 0.00% Reduce -9.6% 113 $5K
Ancora Advisors LLC 0.00% New 112 $5K
Sound Income Strategies, LLC 0.00% No change 98 $5K
Tompkins Financial Corp. 0.00% Add +50.0% 105 $5K
Rossby Financial, LCC 0.00% Add +119.2% 103 $5K
Private Wealth Asset Management, LLC 0.00% Reduce -64.4% 101 $4K
NFSG Corp 0.00% No change 100 $4K
Global Trust Asset Management, LLC 0.00% New 97 $4K
CVA Family Office, LLC 0.00% No change 92 $4K
City Holding Co. 0.00% No change 86 $4K
Bare Financial Services, Inc 0.00% Add +12.3% 82 $4K
Boreal Capital Management LLC 0.00% No change 80 $4K
HFM Investment Advisors, LLC 0.00% New 79 $4K
Optima Capital LLC 0.00% New 77 $3K
Solstein Capital, LLC 0.00% No change 70 $3K
Penserra Capital Management LLC 0.00% Reduce -3.9% 75 $3K
Leonteq Securities AG 0.00% Reduce -81.8% 64 $3K
Cornerstone Financial Management LLC 0.00% — 60 $3K
Bravera Wealth 0.00% — 53 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 51 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 50 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 50 $2K
Tucker Asset Management LLC 0.00% New 49 $2K
Acumen Wealth Advisors, LLC 0.00% — 49 $2K
CKW Financial Group 0.00% No change 50 $2K
CDKV Holdings LLC 0.00% — 45 $2K
Fourth Dimension Wealth, LLC 0.00% New 45 $2K
Merited Wealth, LLC 0.00% — 42 $2K
WPG Advisers, LLC 0.00% Reduce -58.2% 41 $2K
United Financial Planning Group LLC 0.00% New 41 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 40 $2K
Valued Wealth Advisors LLC 0.00% No change 39 $2K
Raffa Wealth Management, LLC 0.00% No change 39 $2K
Triumph Capital Management 0.00% New 36 $2K
McIlrath & Eck, LLC 0.00% No change 31 $1K
Archer Investment Corp 0.00% New 30 $1K
Evolution Wealth Management Inc. 0.00% New 30 $1K
Kilter Group LLC 0.00% Add +350.0% 27 $1K
Elyxium Wealth, LLC 0.00% New 26 $1K
Caitlin John, LLC 0.00% No change 24 $1K
Avion Wealth 0.00% No change 24 $1K
SageView Advisory Group, LLC 0.00% New 20 $888
Country Trust Bank 0.00% Reduce -94.6% 20 $887
Caitong International Asset Management Co., Ltd 0.00% Add +50.0% 18 $798
First Command Advisory Services, Inc. 0.00% New 18 $798
MV Capital Management, Inc. 0.00% New 13 $577
North Star Investment Management Corp. 0.00% New 13 $577
Pension & Wealth Management Advisors, Inc. 0.00% No change 6 $266
Princeton Global Asset Management LLC 0.00% No change 5 $205
Vision Financial Markets LLC 0.00% No change 1 $45
Goehring & Rozencwajg Associates, LLC 0.00% New 727,381 $0

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