Suncor EnergySU

13F holders, Q1 2026 (March 31)
752holders +71
127new positions
59sold out
12famous investors
$66.19avg. 13F price*

At the end of Q1 2026, 752 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, up 71 from Q4 2025. 127 opened new positions and 59 sold out. The largest holders were Royal Bank of Canada ($4.2B), Elliott Investment Management ($3.5B) and Bank of Montreal ($2.4B). 12 famous investors held it, including Paul Singer (21.9% of Elliott Investment Management's portfolio), Ken Fisher (0.4% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions127$1.5B
Exits59$87.4M

All 13F filers, Q4 2025 → Q1 2026: 111,343,782 shares bought and 77,514,338 shares sold, net +33,829,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 752 holders

Royal Bank of Canada 0.80% Add +1.5% 64,037,311 $4.2B
Elliott Investment Management 21.90% No change 52,670,800 $3.5B
Bank of Montreal 1.00% Reduce -0.1% 36,475,558 $2.4B
Vanguard Capital Management LLC 0.06% — 34,212,502 $2.3B
FIL Ltd 1.49% Add +38.2% 29,086,054 $1.9B
FMR LLC 0.09% Add +92.8% 27,168,709 $1.8B
Dodge & Cox 0.95% Reduce -3.6% 26,262,454 $1.7B
Arrowstreet Capital, Limited Partnership 0.93% Add +121.4% 26,085,360 $1.7B
TD Asset Management Inc 1.36% Add +10.7% 25,497,252 $1.7B
Fisher Asset Management 0.41% Add +7.5% 18,089,707 $1.2B
Toronto Dominion Bank 2.30% Reduce -3.8% 17,894,728 $1.2B
Principal Financial Group Inc. 0.62% Reduce -8.7% 17,681,187 $1.2B
Artisan Partners Limited Partnership 1.86% Reduce -47.4% 17,262,055 $1.1B
GQG Partners LLC 1.80% New 17,218,819 $1.1B
1832 Asset Management L.P. 1.42% Reduce -9.0% 16,192,065 $1.1B
Invesco Ltd. 0.10% Reduce -11.0% 14,748,078 $975.0M
Connor, Clark & Lunn Investment Management Ltd. 2.21% Add +48.2% 14,519,545 $960.5M
Manufacturers Life Insurance Company, The 0.83% Reduce -13.4% 14,444,825 $954.6M
Mackenzie Financial Corp. 1.12% Add +17.7% 14,157,995 $936.3M
Dimensional Fund Advisors LP 0.17% Add +3.4% 12,609,777 $833.6M
Geode Capital Management, LLC 0.05% Add +2.4% 12,255,759 $829.5M
Cibc World Market Inc. 1.42% Reduce -53.2% 12,234,317 $809.1M
Acadian Asset Management LLC 1.09% Add +17.1% 11,673,670 $769.6M
CIBC Asset Management Inc 1.85% Add +16.0% 11,430,855 $756.8M
TD Waterhouse Canada Inc. 2.16% Add +163.4% 11,418,306 $727.4M
Vanguard Fiduciary Trust Co. 0.18% — 10,591,725 $700.6M
National Bank of Canada 0.69% Reduce -10.7% 10,249,189 $677.0M
Canada Pension Plan Investment Board 0.38% Add +13.3% 8,904,324 $589.1M
Goldman Sachs Group Inc. 0.08% Reduce -29.0% 8,721,233 $576.6M
Federation des caisses Desjardins du Quebec 2.03% Add +11.6% 8,560,822 $564.5M
Vanguard Global Advisers, LLC 0.30% — 8,526,176 $563.9M
Barclays PLC 0.19% Reduce -0.9% 7,832,170 $517.8M
Healthcare of Ontario Pension Plan Trust Fund 0.85% Add +238.9% 7,758,650 $513.0M
Morgan Stanley 0.03% Reduce -41.7% 7,508,552 $496.4M
JPMorgan Chase & Co. 0.03% Add +14.5% 7,308,554 $482.2M
Bank of America Corp. 0.03% Reduce -21.2% 6,842,195 $452.3M
AQR Capital Management 0.19% Add +1.7% 6,119,302 $404.8M
UBS Group AG 0.06% Add +116.4% 5,441,421 $359.7M
Charles Schwab Investment Management Inc. 0.05% Add +2.9% 5,017,446 $330.8M
Capital Research Global Investors 0.05% Add +0.3% 4,990,532 $330.1M
Bank of Nova Scotia 0.55% Add +20.0% 4,765,867 $315.1M
Wells Fargo & Company 0.06% Reduce -8.4% 4,683,425 $309.6M
Amundi 0.08% Add +2.0% 4,603,692 $304.4M
Massachusetts Financial Services Co. 0.10% Reduce -51.8% 3,912,966 $296.6M
T. Rowe Price Associates Inc. 0.03% Reduce -10.9% 4,460,496 $294.9M
Scotia Capital Inc. 1.19% Reduce -0.6% 4,385,717 $290.0M
Legal & General Group Plc 0.07% Reduce -5.4% 4,382,590 $288.9M
Beutel, Goodman & Co Ltd. 1.83% Reduce -8.3% 4,086,562 $269.4M
Swiss National Bank 0.15% Add +26.2% 4,043,492 $267.1M
Franklin Resources Inc. 0.07% Reduce -15.9% 3,995,948 $264.3M
Alberta Investment Management Corp 1.67% Add +73.5% 3,672,929 $243.0M
Millennium Management 0.19% Reduce -34.6% 3,579,830 $236.5M
Cardinal Capital Management, Inc. 6.24% Add +0.3% 3,510,340 $231.4M
Fiera Capital Corp 0.77% Add +146.6% 3,386,302 $223.6M
Agf Management Ltd. 0.97% Add +5.0% 2,685,549 $216.4M
Merewether Investment Management, LP 3.97% Reduce -5.3% 3,103,851 $205.2M
Bank of New York Mellon Corp 0.04% Add +6.1% 3,001,716 $198.4M
Lazard Asset Management LLC 0.32% Reduce -1.5% 2,895,460 $191.5M
Picton Mahoney Asset Management 1.98% Add +201.1% 2,874,698 $190.2M
Brown Advisory Inc. 0.30% Reduce -13.9% 2,799,806 $185.1M
Deutsche Bank AG 0.06% Reduce -23.8% 2,703,758 $178.7M
Citadel Advisors 0.11% Add +27.3% 2,337,994 $154.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.13% — 2,297,818 $152.0M
Two Sigma Investments, LP 0.13% Reduce -19.3% 2,244,916 $148.4M
Alyeska Investment Group, L.P. 0.37% Reduce -31.1% 2,003,542 $132.5M
Intact Investment Management Inc. 3.77% Add +18.1% 2,002,650 $132.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.78% Add +11.9% 1,997,472 $132.1M
BlackRock, Inc. 0.00% Reduce -4.4% 1,992,594 $131.7M
Ninepoint Partners LP 15.49% Add +890.1% 1,981,119 $131.0M
Goehring & Rozencwajg Associates, LLC 6.54% Add +153.0% 1,840,155 $121.7M
Guardian Capital LP 3.12% Reduce -9.9% 1,791,267 $118.1M
Mufg Securities (canada), LTD. 3.35% Reduce -3.5% 1,765,047 $116.5M
Recurrent Investment Advisors LLC 6.14% Reduce -13.9% 1,515,161 $101.9M
Allianz Asset Management GmbH 0.11% Reduce -33.6% 1,500,625 $98.9M
Royal London Asset Management Ltd. 0.20% Reduce -3.9% 1,427,654 $94.4M
Life Cycle Investment Partners Ltd 0.60% Add +117.5% 1,412,843 $93.4M
Northern Trust Corp. 0.01% Add +0.5% 1,382,896 $91.4M
Scheer, Rowlett & Associates Investment Management Ltd. 6.41% Reduce -3.6% 1,347,051 $89.1M
Nuveen, LLC 0.02% Reduce -0.8% 1,275,681 $84.1M
American Century Companies Inc. 0.04% Add +19.1% 1,248,841 $82.6M
AustralianSuper Pty Ltd 0.43% Reduce -9.2% 1,244,216 $82.3M
Jane Street Group, LLC 0.09% Add +245.2% 1,209,678 $80.0M
OMERS ADMINISTRATION Corp 0.50% New 1,188,359 $78.3M
Korea Investment CORP 0.16% Add +0.3% 1,149,462 $75.8M
NewEdge Wealth, LLC 0.85% Add +8.2% 1,082,177 $71.5M
Addenda Capital Inc. 1.94% Reduce -1.8% 747,066 $68.7M
Ruffer LLP 2.72% Add +0.5% 1,004,062 $66.4M
Locust Wood Capital Advisers, LLC 1.60% Reduce -50.2% 888,781 $58.8M
Public Employees Retirement System of Ohio 0.18% Add +6.3% 846,111 $55.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -12.3% 838,824 $55.3M
Janus Henderson Group PLC 0.03% Add +3.4% 812,882 $53.6M
State of Tennessee, Department of Treasury 0.18% Add +2.3% 795,368 $52.4M
Allspring Global Investments Holdings, LLC 0.08% Add +8.5% 775,769 $50.4M
Wellington Management Group LLP 0.01% Add +97.1% 754,363 $49.7M
Focus Partners Wealth 0.05% Reduce -1.4% 728,508 $48.2M
Point72 Asset Management 0.09% Reduce -64.8% 715,911 $47.3M
Hillsdale Investment Management Inc. 1.27% Reduce -14.5% 706,845 $46.7M
DekaBank Deutsche Girozentrale 0.08% No change 691,631 $46.4M
Clark Capital Management Group, Inc. 0.28% Reduce -47.1% 688,986 $45.5M
Holocene Advisors, LP 0.11% Reduce -36.0% 678,464 $44.9M
Quadrature Capital Ltd 0.52% Reduce -54.6% 666,500 $43.9M
Great Lakes Advisors, LLC 0.36% Reduce -7.3% 650,728 $43.0M
Russell Investments Group, Ltd. 0.05% Add +39.0% 643,145 $42.4M
Vident Advisory, LLC 0.36% Reduce -15.6% 631,888 $41.8M
BNP Paribas Financial Markets 0.03% Reduce -38.8% 623,860 $41.2M
Assenagon Asset Management S.A. 0.06% Add +1498.3% 611,716 $40.4M
Vanguard Investments Australia, Ltd. 0.11% — 559,294 $37.0M
Trexquant Investment LP 0.26% Add +151.6% 553,009 $36.6M
Balyasny Asset Management L.P. 0.08% Reduce -0.2% 550,855 $36.4M
Susquehanna Portfolio Strategies, LLC 0.53% Reduce -24.1% 537,900 $35.6M
Jones Financial Companies LLLP 0.02% Add +378.3% 532,934 $35.5M
Lord, Abbett & Co. LLC 0.12% New 525,000 $34.7M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.67% Reduce -4.3% 513,151 $34.5M
Tidal Investments LLC 0.10% Add +1245.9% 509,902 $33.7M
Waratah Capital Advisors Ltd. 2.98% New 503,049 $33.3M
Natixis Advisors, LLC 0.05% Add +2.3% 501,028 $33.1M
BCV Asset Management Inc. 1.10% Reduce -12.4% 483,208 $31.9M
Montrusco Bolton Investments Inc. 0.48% Reduce -3.3% 478,392 $31.5M
Van Eck Associates Corp. 0.02% Reduce -3.2% 452,367 $29.9M
Envestnet Asset Management Inc. 0.01% Reduce -23.2% 450,179 $29.8M
Segall Bryant & Hamill, LLC 0.42% Add +127.9% 445,249 $29.4M
SIR Capital Management, L.P. 2.68% Add +19.9% 434,580 $28.7M
Neuberger Berman Group LLC 0.02% Add +6.5% 426,642 $28.4M
State of Wisconsin Investment Board 0.07% Reduce -18.9% 431,247 $28.4M
Pictet Asset Management Holding SA 0.03% Reduce -0.6% 428,599 $28.3M
Harvest Portfolios Group Inc. 0.46% Add +16.8% 421,241 $27.9M
Rempart Asset Management Inc. 5.75% Reduce -12.9% 414,909 $27.4M
Old West Investment Management, LLC 2.96% Add +210.7% 413,147 $27.3M
Blair William & Co. 0.08% Add +130.7% 412,174 $27.2M
Bridgewater Associates 0.12% Reduce -11.8% 412,239 $27.2M
Bank of Nova Scotia Trust Co. 2.32% Add +8.9% 409,035 $27.0M
Cardinal Point Capital Management ULC 1.53% Reduce -4.3% 378,476 $25.0M
Northwest & Ethical Investments L.P. 0.54% Add +31.5% 355,830 $23.5M
Qube Research & Technologies Ltd 0.03% Reduce -8.9% 351,374 $23.2M
Purpose Unlimited Inc. 0.96% Add +71.1% 346,776 $22.9M
PDT Partners, LLC 1.35% Reduce -11.9% 344,551 $22.8M
Ameriprise Financial Inc. 0.01% Reduce -31.6% 257,629 $22.6M
Maryland State Retirement & Pension System 0.42% Reduce -6.1% 312,991 $20.7M
Sagefield Capital LP 1.46% Add +47.3% 306,741 $20.3M
Susquehanna Fundamental Investments, LLC 0.76% Add +45.5% 305,600 $20.2M
Crossmark Global Holdings, Inc. 0.30% Reduce -2.2% 302,260 $20.0M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -17.8% 302,505 $19.8M
Ceredex Value Advisors LLC 0.62% New 298,300 $19.7M
Guardian Partners Inc. 1.62% Add +0.1% 293,897 $19.4M
Barings LLC 0.32% Add +231.3% 288,783 $19.1M
O'shaughnessy Asset Management, LLC 0.10% Reduce -35.7% 288,917 $19.1M
Mediolanum International Funds Ltd 0.19% Reduce -28.3% 276,968 $18.3M
Creative Planning 0.01% Add +23.4% 274,510 $18.1M
Citigroup Inc. 0.01% Reduce -51.2% 272,841 $18.0M
HITE Hedge Asset Management LLC 1.01% Reduce -61.3% 270,665 $17.9M
Cookson Peirce & Co. Inc. 0.75% New 268,811 $17.8M
Man Group plc 0.04% Reduce -2.5% 268,566 $17.8M
Letko, Brosseau & Associates Inc. 0.29% Reduce -83.8% 269,162 $17.7M
First Trust Advisors LP 0.01% Add +9.2% 260,952 $17.2M
Guinness Asset Management LTD 0.29% Add +38.5% 256,709 $17.0M
CANADA LIFE ASSURANCE Co 0.03% Add +17.7% 253,151 $16.8M
HRT Financial LP 0.04% Add +281.0% 250,722 $16.6M
Corigliano Investment Advisers, LLC 6.05% Reduce -39.7% 234,100 $15.5M
Investment Management Corp of Ontario 0.20% Add +7.0% 230,099 $15.2M
LPL Financial LLC 0.00% Reduce -2.1% 227,687 $15.1M
Arcadia Investment Management Corp. 2.52% Reduce -2.9% 222,828 $14.7M
Barometer Capital Management Inc. 4.76% New 151,020 $13.9M
ExodusPoint Capital Management, LP 0.14% Add +1023.5% 210,101 $13.9M
Walter Public Investments Inc. 3.24% New 205,000 $13.6M
Genus Capital Management Inc. 1.52% New 200,671 $13.2M
Intech Investment Management LLC 0.13% Add +56.2% 195,466 $12.9M
Engineers Gate Manager LP 0.16% Add +400.6% 194,725 $12.9M
Greenfield Seitz Capital Management, LLC 3.77% Reduce -6.3% 189,089 $12.5M
Raymond James Financial Inc. 0.00% Reduce -4.1% 180,570 $11.9M
Kornitzer Capital Management Inc. 0.25% Reduce -1.3% 174,948 $11.6M
Keating Investment Counselors Inc. 2.79% Reduce -3.4% 170,454 $11.3M
Aviso Financial Inc. 0.40% Add +3.0% 169,704 $11.2M
Aventail Capital Group, LP 0.50% Reduce -33.8% 155,982 $10.3M
Voya Investment Management LLC 0.01% Add +11.1% 150,601 $9.9M
Gold Investment Management Ltd. 3.07% Add +1.3% 150,037 $9.9M
Gilder Gagnon Howe & Co. LLC 0.12% Reduce -0.7% 149,028 $9.9M
Bearing Point Capital, LLC 1.53% Reduce -17.9% 147,664 $9.8M
MUFG Securities EMEA plc 0.14% Reduce -68.9% 140,000 $9.2M
Cidel Asset Management Inc. 0.50% Add +1673.2% 139,288 $9.2M
Brevan Howard Capital Management LP 0.09% New 135,000 $9.1M
PNC Financial Services Group, Inc. 0.01% Reduce -1.0% 134,654 $8.9M
Meixler Investment Management, Ltd. 4.79% Reduce -24.2% 134,927 $8.9M
Hudson Bay Capital Management LP 0.06% New 131,793 $8.7M
Utah Retirement Systems 0.09% Reduce -3.7% 131,770 $8.7M
Gabelli Funds LLC 0.06% Add +2.4% 129,900 $8.6M
Swiss Life Asset Management Ltd 0.04% Reduce -44.1% 128,581 $8.5M
Quantinno Capital Management LP 0.01% Add +15.9% 127,526 $8.4M
USS Investment Management Ltd 0.04% No change 127,297 $8.4M
Hennessy Advisors Inc. 0.30% Reduce -8.8% 124,860 $8.3M
Walleye Trading LLC 0.17% New 123,139 $8.1M
NewEdge Advisors, LLC 0.03% Add +7.2% 119,931 $7.9M
State Street Corp. 0.00% Add +0.1% 119,586 $7.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +13.4% 119,353 $7.9M
Lighthouse Investment Partners, LLC 0.30% Reduce -75.0% 118,973 $7.9M
Public Sector Pension Investment Board 0.02% No change 118,813 $7.9M
Gradient Investments LLC 0.12% Add +102.0% 115,766 $7.7M
Marshall Wace, LLP 0.01% New 112,791 $7.5M
First Foundation Advisors 0.30% Reduce -55.4% 111,514 $7.4M
D. E. Shaw & Co. 0.01% Reduce -89.6% 110,469 $7.3M
Stifel Financial Corp. 0.01% Reduce -19.0% 110,024 $7.3M
Eagle Global Advisors LLC 0.26% Add +0.3% 108,850 $7.2M
Silvercrest Asset Management Group LLC 0.05% Reduce -1.0% 109,235 $7.2M
Oxbow Advisors, LLC 0.62% Reduce -0.1% 108,519 $7.2M
Pinnacle Financial Partners, Inc. 0.05% Add +6.3% 106,877 $7.1M
XTX Topco Ltd 0.12% Add +186.9% 103,687 $6.9M
Aldebaran Capital, LLC 5.24% Reduce -10.3% 103,481 $6.8M
Inlet Private Wealth, LLC 1.74% Reduce -3.7% 102,770 $6.8M
Pacifica Partners Inc. 2.23% Reduce -2.1% 101,907 $6.7M
Parkside Investments, LLC 0.82% New 101,700 $6.7M
Rockefeller Capital Management L.P. 0.01% Reduce -54.5% 98,849 $6.5M
Thrivent Financial for Lutherans 0.01% New 98,356 $6.5M
Cetera Investment Advisers 0.01% Reduce -15.2% 97,079 $6.4M
Metis Global Partners, LLC 0.16% Add +3.7% 97,067 $6.4M
Miller Howard Investments Inc. 0.17% Add +3.7% 95,128 $6.3M
Gulf International Bank (UK) Ltd 0.14% Add +54.8% 92,785 $6.1M
Mariner, LLC 0.01% Add +12.5% 91,671 $6.1M
Fairbanks Capital Management, Inc. 3.78% Reduce -22.9% 91,479 $6.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -63.0% 91,096 $6.0M
Osaic Holdings, Inc. 0.01% Reduce -3.6% 90,187 $6.0M
Adage Capital Partners Gp, L.L.C. 0.01% Add +12.5% 90,000 $5.9M
CWA Asset Management Group, LLC 0.20% Reduce -13.5% 89,795 $5.9M
Alliancebernstein L.P. 0.00% Reduce -53.5% 133,327 $5.9M
GMO 0.02% Reduce -2.8% 89,700 $5.9M
X-Square Capital, LLC 1.96% Add +6.1% 88,014 $5.8M
Ritholtz Wealth Management 0.10% Add +6.3% 87,753 $5.8M
Manning & Napier Advisors LLC 0.08% Reduce -2.4% 84,839 $5.6M
PCJ Investment Counsel Ltd. 1.56% Add +10.7% 83,210 $5.5M
Victory Capital Management Inc. 0.00% Reduce -1.1% 82,497 $5.5M
Louisbourg Investments Inc. 1.03% Reduce -14.9% 82,220 $5.4M
Exencial Wealth Advisors, LLC 0.17% Reduce -0.1% 81,294 $5.4M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -1.3% 79,997 $5.3M
Trek Financial, LLC 0.28% New 78,784 $5.2M
Jefferies Financial Group Inc. 0.07% New 78,331 $5.2M
Wasatch Advisors LP 0.03% Add +0.3% 77,366 $5.1M
Natixis 0.02% Add +657.2% 77,400 $5.1M
Royal Fund Management, LLC 0.49% Add +30.0% 77,079 $5.1M
Erste Asset Management GmbH 0.05% Add +1480.6% 75,870 $5.0M
Burling Wealth Partners, LLC 0.80% Add +22.8% 74,712 $4.9M
K.J. Harrison & Partners Inc 0.80% Add +0.1% 73,257 $4.8M
US Bancorp \de 0.01% Reduce -1.5% 72,226 $4.8M
Stock Yards Bank & Trust Co. 0.15% Reduce -5.0% 71,963 $4.8M
Vise Technologies, Inc. 0.09% No change 105,215 $4.7M
Cerity Partners LLC 0.01% Add +8.8% 69,486 $4.6M
Prudential PLC 0.03% Reduce -2.6% 67,115 $4.4M
Empowered Funds, LLC 0.03% New 67,037 $4.4M
Graham Capital Management, L.P. 0.20% New 66,716 $4.4M
Corient Private Wealth LP 0.01% Reduce -86.2% 66,749 $4.4M
SG Americas Securities, LLC 0.00% New 313,603 $4.4M
Bessemer Group Inc. 0.01% Add +0.7% 64,709 $4.3M
Susquehanna International Group, LLP 0.01% Add +55.9% 64,492 $4.3M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.39% No change 63,640 $4.2M
Triasima Portfolio Management inc. 0.62% Add +1.7% 62,114 $4.1M
Easterly Investment Partners LLC 0.31% Reduce -43.0% 61,797 $4.1M
Ashton Thomas Private Wealth, LLC 0.10% Add +2.0% 61,662 $4.1M
Beverly Hills Private Wealth, LLC 0.68% Reduce -11.6% 60,745 $4.0M
Horizon Kinetics Asset Management LLC 0.04% Add +2.7% 56,237 $3.7M
Montgomery Investment Management Inc. 1.27% No change 56,200 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +51.5% 55,939 $3.7M
Osmosis Investment Management UK Ltd 0.10% New 55,950 $3.7M
Summit Financial, LLC 0.05% Reduce -0.7% 54,273 $3.6M
Employees Retirement System of Texas 0.04% No change 53,681 $3.5M
Blue Capital, Inc. 2.26% New 52,451 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +3.4% 51,430 $3.4M
Kestra Advisory Services, LLC 0.01% Add +2.4% 50,445 $3.3M
Simmons Bank 0.22% Reduce -1.8% 49,638 $3.3M
Hancock Whitney Corp. 0.06% Reduce -14.6% 49,171 $3.3M
Sequoia Financial Advisors, LLC 0.02% Reduce -7.8% 48,966 $3.2M
Capital World Investors 0.00% No change 48,740 $3.2M
Heartland Advisors Inc. 0.16% Add +0.1% 46,564 $3.1M
Ensign Peak Advisors, Inc 0.01% Reduce -18.1% 44,892 $3.0M
Aviva PLC 0.00% Reduce -1.6% 43,966 $2.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 43,827 $2.9M
FORA Capital, LLC 0.21% New 43,619 $2.9M
Wahed Invest LLC 0.37% Add +3.9% 43,388 $2.9M
Westerkirk Capital Inc. 0.30% Add +4.9% 42,610 $2.8M
Nitor Capital Management LLC 2.16% Reduce -18.6% 42,470 $2.8M
Entropy Technologies, LP 0.13% Reduce -14.2% 41,866 $2.8M
PKO Investment Management Joint-Stock Co 0.23% Add +28.6% 41,800 $2.8M
South Dakota Investment Council 0.05% No change 39,996 $2.6M
Worldquant Millennium Advisors LLC 0.01% Add +71.5% 39,214 $2.6M
Twin Tree Management, LP 0.54% Add +2923.2% 39,060 $2.6M
Harbor Investment Advisory, LLC 0.20% Add +2.0% 38,809 $2.6M
VELA Investment Management, LLC 0.66% Reduce -28.7% 38,771 $2.6M
Private Advisor Group, LLC 0.01% Add +7.8% 38,254 $2.5M
Pinnacle Associates Ltd. 0.03% Reduce -1.4% 37,450 $2.5M
Sei Investments Co. 0.00% Add +17.4% 37,333 $2.5M
Signaturefd, LLC 0.04% Add +3.7% 37,324 $2.5M
Captrust Financial Advisors 0.00% Add +5.1% 36,927 $2.4M
Tudor Investment Corporation 0.01% New 36,861 $2.4M
Foster & Motley Inc. 0.12% Reduce -3.0% 36,583 $2.4M
Pekin Hardy Strauss, Inc. 0.25% Reduce -64.0% 36,469 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -21.0% 35,957 $2.4M
Advisors Asset Management, Inc. 0.04% Add +5.1% 35,937 $2.4M
Atom Investors LP 0.17% Reduce -55.9% 35,240 $2.3M
Caprock Group, LLC 0.06% Add +3.4% 34,610 $2.3M
denkapparat Operations GmbH 0.95% Add +10.9% 34,600 $2.3M
Squarepoint Ops LLC 0.00% New 34,265 $2.3M
Sumitomo Life Insurance Co. 0.05% Add +2.8% 34,261 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.8% 34,261 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +19.1% 33,924 $2.2M
Laird Norton Wetherby Trust Company, LLC 0.05% Add +2.8% 33,578 $2.2M
UniSuper Management Pty Ltd 0.01% No change 24,000 $2.2M
Janney Montgomery Scott LLC 0.01% Add +0.4% 32,936 $2.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -4.3% 32,719 $2.2M
Amova Asset Management Americas, Inc. 0.03% Reduce -4.3% 32,719 $2.2M
Qtron Investments LLC 0.29% Add +3.1% 32,658 $2.2M
Live Oak Investment Partners 1.26% Reduce -7.0% 32,298 $2.1M
Viewpoint Investment Partners Corp. 0.93% Add +520.1% 30,385 $2.0M
MML Investors Services, LLC 0.01% Reduce -34.2% 30,009 $2.0M
Evolve Private Wealth, LLC 0.11% Add +35.1% 29,809 $2.0M
Caitong International Asset Management Co., Ltd 0.36% Add +164372.2% 29,605 $2.0M
Park Avenue Securities LLC 0.02% Reduce -41.9% 29,587 $2.0M
Cullen Investment Group, LTD. 0.25% Reduce -6.9% 29,189 $1.9M
Quadrant Capital Group LLC 0.06% Reduce -0.2% 28,684 $1.9M
Assetmark, Inc. 0.00% Add +55.4% 28,681 $1.9M
World Investment Advisors 0.03% Reduce -0.9% 28,572 $1.9M
Strategic Global Advisors, LLC 0.30% Add +21.9% 28,102 $1.9M
Pathstone Holdings, LLC 0.01% Add +2.8% 26,576 $1.8M
Truist Financial Corp. 0.00% Reduce -15.4% 26,548 $1.8M
King Luther Capital Management Corp. 0.01% Reduce -5.7% 25,479 $1.7M
Mosaic Financial Group, LLC 1.18% No change 25,142 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -10.8% 25,032 $1.7M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Reduce -16.2% 24,984 $1.7M
Sprott Inc. 0.05% New 24,919 $1.6M
Trust Co. of Toledo NA 0.15% No change 24,622 $1.6M
Mitchell & Pahl Private Wealth, LLC 0.65% Add +0.8% 24,278 $1.6M
Hantz Financial Services, Inc. 0.02% Add +1.1% 24,087 $1.6M
Chesapeake Capital Corp. 1.14% Add +4.9% 23,862 $1.6M
Maverick Capital 0.02% New 22,911 $1.5M
Mraz, Amerine & Associates, Inc. 0.22% Reduce -0.5% 22,282 $1.5M
HighTower Advisors, LLC 0.00% Add +9.9% 22,062 $1.5M
CoreCommodity Management, LLC 0.27% Reduce -71.5% 21,882 $1.4M
BTG Pactual Asset Management US LLC 0.14% New 21,737 $1.4M
Syon Capital LLC 0.07% Reduce -2.3% 21,696 $1.4M
Archford Capital Strategies, LLC 0.16% Reduce -13.0% 21,571 $1.4M
GS Investments, Inc. 0.81% No change 21,400 $1.4M
Cigna Investments Inc. 0.22% Reduce -1.9% 21,435 $1.4M
Greenline Partners, LLC 0.15% No change 21,224 $1.4M
One Capital Management, LLC 0.04% Add +0.1% 21,168 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +29.5% 20,234 $1.3M
Arkadios Wealth Advisors 0.02% Add +8.0% 20,184 $1.3M
Benjamin Edwards Inc. 0.01% Reduce -16.7% 19,906 $1.3M
Frank, Rimerman Advisors LLC 0.09% No change 19,787 $1.3M
Credit Agricole S A 0.00% Reduce -0.7% 19,699 $1.3M
Ieq Capital, LLC 0.01% Add +11.5% 19,556 $1.3M
Principal Securities, Inc. 0.02% Reduce -32.5% 19,485 $1.3M
Savant Capital, LLC 0.01% Add +12.1% 19,414 $1.3M
Nomura Asset Management International Inc. 0.00% Add +103.7% 19,030 $1.3M
CHICAGO TRUST Co NA 0.20% Reduce -5.8% 18,858 $1.2M
Robertson Stephens Wealth Management, LLC 0.03% Add +3.6% 18,409 $1.2M
HB Wealth Management, LLC 0.01% Add +6.2% 18,113 $1.2M
Sivia Capital Partners, LLC 0.23% Add +112.5% 17,775 $1.2M
Gotham Asset Management 0.00% Reduce -68.6% 17,704 $1.2M
Compound Planning, Inc. 0.04% Add +8.8% 17,626 $1.2M
Gateway Investment Advisers LLC 0.01% Add +9.7% 17,597 $1.2M
Mather Group, Llc. 0.01% Reduce -0.1% 17,511 $1.2M
Centiva Capital, LP 0.05% New 17,325 $1.1M
Delta Investment Management, LLC 0.20% No change 17,194 $1.1M
&partners 0.01% Reduce -10.5% 16,851 $1.1M
Jackson Hole Capital Partners, LLC 0.18% No change 16,700 $1.1M
Kerrisdale Advisers, LLC 0.42% New 16,550 $1.1M
Fractal Investments LLC 0.13% Add +156.3% 16,400 $1.1M
Mercer Global Advisors Inc. 0.00% Add +7.9% 15,910 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +4.3% 15,857 $1.0M
Equitable Holdings, Inc. 0.01% New 15,821 $1.0M
Walleye Capital LLC 0.01% Reduce -18.7% 15,753 $1.0M
Tacita Capital Inc 0.62% Add +521.7% 15,792 $1.0M
Regions Financial Corp. 0.01% Add +22.5% 15,564 $1.0M
Evergreen Capital Management LLC 0.02% Add +1.4% 15,341 $1.0M
Dynamic Technology Lab Private Ltd 0.16% New 15,230 $1.0M
Courier Capital LLC 0.06% Reduce -3.5% 14,965 $989K
Westwood Holdings Group Inc. 0.01% New 14,934 $985K
Guggenheim Capital LLC 0.01% Add +64.8% 14,803 $979K
Candriam S.C.A. 0.01% Add +8.1% 14,627 $964K
Yousif Capital Management, LLC 0.01% No change 14,290 $945K
First Bank & Trust 0.15% Add +20.3% 13,914 $920K
Merit Financial Group, LLC 0.01% Add +3.4% 13,913 $920K
180 Wealth Advisors, LLC 0.10% Reduce -8.9% 13,860 $916K
Certuity, LLC 0.06% Add +0.2% 13,828 $914K
Winthrop Capital Management, LLC 0.23% Add +2.0% 13,664 $903K
Thoroughbred Financial Services, LLC 0.05% Reduce -1.9% 13,560 $896K
Huntington National Bank 0.01% Reduce -10.1% 13,533 $895K
Burney Co./ 0.03% Reduce -34.0% 13,346 $882K
Marex Group Ltd 0.01% New 13,332 $881K
Inspire Advisors, LLC 0.07% Reduce -8.6% 13,313 $880K
Ruggaard & Associates LLC 0.34% Add +4.5% 13,095 $866K
Kestra Private Wealth Services, LLC 0.01% Reduce -22.9% 13,088 $865K
Brandywine Trust Co. 0.16% No change 13,000 $859K
Summerhill Capital Management lnc. 0.73% New 12,761 $842K
Prelude Capital Management, LLC 0.06% Reduce -17.9% 12,726 $841K
Waverly Advisors, LLC 0.01% Add +10.6% 12,697 $839K
McCarter Private Wealth Services LLC 0.36% No change 12,500 $826K
Fortis Capital Advisors, LLC 0.11% New 12,500 $826K
Belpointe Asset Management LLC 0.03% New 12,500 $826K
Clearstead Advisors, LLC 0.01% Add +2026.1% 12,140 $803K
Rathbones Group PLC 0.00% Add +15.3% 12,046 $794K
Crewe Advisors LLC 0.07% No change 11,905 $787K
Aviance Capital Partners, LLC 0.09% No change 11,713 $774K
Baron Wealth Management LLC 0.23% Add +2.6% 11,636 $769K
Brooklyn Investment Group 0.02% New 11,614 $768K
Cannell & Spears LLC 0.01% Reduce -63.8% 11,500 $760K
Kathmere Capital Management, LLC 0.05% Add +2.1% 11,381 $752K
Orion Porfolio Solutions, LLC 0.01% Reduce -19.8% 11,214 $741K
First Financial Corp. 0.29% Reduce -20.0% 11,062 $731K
Capstone Investment Advisors, LLC 0.01% New 11,053 $731K
Farmers & Merchants Investments Inc. 0.02% No change 10,915 $722K
Formidable Asset Management, LLC 0.11% Add +1.1% 16,004 $710K
Glenmede Trust Co. NA 0.00% Reduce -10.1% 10,431 $690K
Lido Advisors, LLC 0.00% Add +31.2% 10,322 $682K
Valeo Financial Advisors, LLC 0.02% Add +0.2% 10,231 $676K
World Equity Group, Inc. 0.18% New 10,229 $676K
Institute for Wealth Management, LLC. 0.07% Reduce -0.5% 9,973 $659K
DGS Capital Management, LLC 0.11% Add +59.0% 9,774 $646K
AlphaGrep UK Ltd 0.18% New 9,422 $623K
Hills Bank & Trust Co 0.03% No change 9,417 $623K
Leuthold Group, LLC 0.07% Reduce -2.9% 9,411 $622K
Parallel Advisors, LLC 0.01% Add +8.4% 9,343 $618K
Guyasuta Investment Advisors Inc. 0.04% No change 9,228 $610K
OpenArc Corporate Advisory, LLC 0.01% Add +79.7% 9,215 $609K
Cwm, LLC 0.00% Add +11.4% 9,173 $606K
Spire Wealth Management 0.02% Add +2.1% 9,127 $603K
Van Den Berg Management I, Inc. 0.14% Reduce -0.6% 9,116 $603K
Advisory Services Network, LLC 0.01% Add +48.4% 9,113 $602K
Mayflower Financial Advisors, LLC 0.07% Reduce -0.1% 9,095 $601K
3Chopt Investment Partners, LLC 0.14% Reduce -0.5% 9,089 $601K
Claret Asset Management Corp 0.07% Add +3.8% 9,055 $599K
Guinness Atkinson Asset Management Inc 0.30% Add +8.2% 9,055 $599K
SummitTX Capital, L.P. 0.02% Add +8.8% 8,982 $594K
Sustainable Insight Capital Management, LLC 0.20% Reduce -48.8% 8,916 $590K
Leigh Baldwin & Co., LLC 0.38% Reduce -1.1% 8,900 $588K
Asset Dedication, LLC 0.04% Reduce -3.0% 8,755 $579K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +10.9% 8,743 $578K
Everett Harris & Co. 0.01% Reduce -58.0% 8,675 $574K
Cullen/Frost Bankers, Inc. 0.01% No change 8,601 $569K
Sage Investment Counsel LLC 0.63% Add +2.4% 8,600 $569K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +471.0% 8,513 $563K
CIBC Bancorp USA Inc. 0.00% — 7,474 $560K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +18.6% 8,314 $550K
Faithward Advisors, LLC 0.08% Reduce -0.1% 8,281 $547K
Checchi Capital Advisers, LLC 0.04% Add +0.5% 8,233 $544K
Heritage Family Offices, LLP 0.24% Reduce -49.7% 8,204 $542K
Value Partners Investments Inc. 0.04% Reduce -14.0% 8,161 $539K
Keystone Wealth Services, LLC 0.12% No change 8,139 $538K
Legacy Capital Group California, Inc. 0.20% New 8,106 $536K
Focus Partners Advisor Solutions, LLC 0.01% New 7,897 $522K
Lifetime Wealth Management P.C. 0.30% No change 7,715 $510K
Hardy Reed LLC 0.04% Add +0.3% 7,644 $505K
AXS Investments LLC 0.20% Reduce -3.3% 7,609 $503K
Callan Family Office, LLC 0.01% Reduce -7.0% 7,560 $500K
Steph & Co. 0.14% Add +3.5% 7,541 $499K
Avise Financial Cooperative, Inc. 0.41% Reduce -11.9% 7,510 $496K
Roxbury Financial LLC 0.45% Reduce -0.6% 7,501 $496K
D'Orazio & Associates, Inc. 0.06% Reduce -0.7% 7,496 $496K
Family Manage LLC 0.06% Add +10.5% 7,404 $489K
JFS Wealth Advisors, LLC 0.03% No change 7,309 $483K
MAI Capital Management 0.00% Add +3.0% 7,274 $481K
QRG Capital Management, Inc. 0.00% Add +42.3% 7,235 $478K
Northern Financial Advisors Inc 0.35% Add +35.8% 7,209 $477K
Independence Bank of Kentucky 0.06% Reduce -15.0% 7,030 $465K
MQS Management LLC 0.31% New 6,992 $462K
M&T Bank Corp 0.00% Reduce -1.1% 6,990 $462K
Ewing Morris & Co. Investment Partners Ltd. 0.21% Reduce -0.6% 6,940 $458K
August Group Capital Ltd 0.53% Reduce -0.3% 6,919 $457K
Net Worth Advisory Group 0.09% Reduce -0.8% 6,890 $455K
Greenleaf Trust 0.00% No change 6,791 $449K
Choreo, LLC 0.01% Reduce -2.3% 6,691 $442K
HUB Investment Partners, LLC 0.01% Add +5.4% 6,646 $439K
PDS Planning, Inc 0.03% Reduce -0.0% 6,634 $439K
Sowell Financial Services LLC 0.02% Reduce -7.0% 6,594 $436K
Ascent Group, LLC 0.02% Reduce -1.4% 6,587 $435K
Farther Finance Advisors, LLC 0.00% Add +7.9% 6,699 $435K
Arax Advisory Partners 0.01% Reduce -35.6% 6,559 $434K
Pure Financial Advisors, LLC 0.01% Add +4.8% 6,468 $428K
Cura Wealth Advisors, LLC 0.19% No change 6,406 $424K
Stratos Wealth Partners, LTD. 0.00% Reduce -3.7% 6,402 $423K
Sagespring Wealth Partners, LLC 0.01% Reduce -3.4% 6,359 $420K
Sanchez Levi Garrett 0.26% — 6,304 $417K
Sequent Planning LLC 0.10% Add +1.9% 6,112 $404K
United Capital Financial Advisors, LLC 0.00% Add +3.3% 6,096 $403K
Fideuram Asset Management (Ireland) dac 0.05% New 5,382 $399K
Lester Murray Antman dba SimplyRich 0.10% Add +1.3% 5,997 $396K
Corient IA LP 0.37% No change 5,960 $394K
Moody National Bank Trust Division 0.04% Add +7.8% 5,891 $389K
Mattson Financial Services, LLC 0.09% New 5,808 $384K
Fifth Third Bancorp 0.00% Reduce -5.5% 5,701 $377K
Larry Mathis Financial Planning, LLC 0.34% Reduce -1.9% 5,687 $376K
Independent Advisor Alliance 0.00% Add +11.6% 5,669 $375K
Brown Financial Advisors 0.14% New 5,619 $371K
Fox Hill Wealth Management 0.18% Reduce -0.3% 5,616 $371K
Inspire Investing, LLC 0.02% Reduce -4.1% 5,587 $369K
Edgestream Partners, L.P. 0.01% New 5,547 $367K
Atria Investments, Inc 0.00% Reduce -18.8% 5,533 $366K
Syverson Strege & Co 0.09% Reduce -0.0% 5,466 $361K
Alan B Lancz & Associates, Inc. 0.35% Reduce -19.4% 5,400 $357K
AE Wealth Management LLC 0.00% Add +6.4% 5,396 $357K
Goldstein Advisors, LLC 0.04% Reduce -0.4% 5,351 $354K
SIH Partners, LLLP 0.01% New 5,327 $352K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +38.5% 5,326 $352K
Neville Rodie & Shaw Inc. 0.03% No change 5,258 $348K
Beacon Pointe Advisors, LLC 0.00% New 5,226 $345K
Evelyn Partners Investment Management LLP 0.01% No change 5,200 $344K
Hara Capital LLC 0.17% No change 5,200 $344K
CSS LLC 0.05% No change 5,010 $331K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -3.2% 5,019 $331K
Financial Security Advisor, Inc. 0.06% Reduce -0.0% 5,005 $331K
NLB Skladi, upravljanje premozenja, d.o.o. 0.02% Add +3.4% 5,000 $331K
Avior Wealth Management, LLC 0.01% Reduce -11.6% 4,985 $330K
Gateway Wealth Partners, LLC 0.01% New 4,966 $328K
Cypress Capital, LLC 0.09% Add +0.6% 4,940 $327K
Bridgewater Advisors Inc. 0.02% Add +2.1% 4,935 $326K
Composition Wealth, LLC 0.00% New 4,915 $325K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,000 $322K
Summit Global Investments 0.02% Reduce -3.9% 4,856 $321K
Strategic Blueprint, LLC 0.02% New 4,835 $320K
Fortis Advisors, LLC 0.16% New 4,800 $317K
Moors & Cabot, Inc. 0.01% Reduce -0.4% 4,762 $315K
Chevy Chase Trust Holdings, LLC 0.00% Add +0.5% 4,722 $312K
Joel Isaacson & Co., LLC 0.01% Reduce -4.1% 4,718 $312K
Gladstone Institutional Advisory LLC 0.01% Reduce -10.8% 4,717 $312K
Integrated Investment Consultants, LLC 0.07% No change 4,710 $311K
Aprio Wealth Management, LLC 0.02% New 4,678 $309K
EP Wealth Advisors, LLC 0.00% Reduce -31.8% 4,641 $307K
MRWM Advisors, LLC 0.17% No change 4,630 $306K
Cumberland Partners Ltd 0.02% Reduce -30.4% 4,607 $304K
Avidian Wealth Enterprises, LLC 0.01% Reduce -11.8% 4,499 $297K
Crestwood Advisors Group, LLC 0.01% New 4,493 $297K
Intelligence Driven Advisers, LLC 0.05% Reduce -17.2% 4,467 $295K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -22.4% 4,458 $295K
Fidelis Capital Partners, LLC 0.02% New 4,359 $288K
Plan A Wealth LLC 0.13% New 4,246 $281K
Private Trust Co. NA 0.03% Reduce -5.9% 4,228 $280K
Venture Visionary Partners LLC 0.01% New 4,216 $279K
Moneta Group Investment Advisors LLC 0.00% New 4,169 $276K
Great Valley Advisor Group, Inc. 0.01% New 4,146 $274K
DRW Securities, LLC 0.01% New 4,112 $272K
Baird Financial Group, Inc. 0.00% New 4,107 $272K
111 Capital 0.07% New 4,099 $271K
State of Wyoming 0.03% Reduce -81.7% 4,088 $270K
Sapient Capital LLC 0.00% New 4,073 $269K
Spirit of America Management Corp. 0.05% No change 4,000 $264K
Kiley Juergens Wealth Management, LLC 0.05% New 4,000 $264K
Pinnacle Wealth Planning Services, Inc. 0.03% Reduce -2.1% 3,952 $261K
Hilltop National Bank 0.06% Reduce -4.4% 3,930 $260K
Dynamic Advisor Solutions LLC 0.01% New 3,923 $259K
EverSource Wealth Advisors, LLC 0.01% Add +25.5% 3,874 $256K
National Philanthropic Trust 0.00% New 3,866 $256K
Ewa, LLC 0.06% New 3,860 $255K
Scientech Research LLC 0.21% Reduce -35.6% 3,830 $253K
Wealthspire Advisors, LLC 0.00% Reduce -66.3% 3,816 $252K
Choate Investment Advisors 0.00% New 3,806 $252K
Allworth Financial LP 0.00% Add +5.3% 3,785 $250K
Americana Partners, LLC 0.01% New 3,775 $250K
CogentBlue Wealth Advisors, LLC 0.17% New 3,759 $249K
Ervin Investment Management, LLC 0.15% New 3,759 $249K
Integrated Advisors Network LLC 0.01% New 3,756 $248K
Fox Run Management, L.L.C. 0.04% New 3,737 $247K
Acorn Creek Capital LLC 0.09% New 3,726 $246K
Lorne Steinberg Wealth Management Inc. 0.06% New 3,706 $245K
KCM Investment Advisors LLC 0.01% New 3,688 $244K
Washington Trust Advisors, Inc. 0.02% No change 3,556 $235K
Well Done, LLC 0.03% New 3,526 $233K
Harvey Capital Management Inc. 0.05% New 3,500 $231K
Venturi Wealth Management, LLC 0.01% New 3,478 $230K
Signal Advisors Wealth, LLC 0.02% New 3,399 $225K
West Michigan Advisors, LLC 0.05% New 3,368 $223K
Prime Capital Investment Advisors, LLC 0.00% New 3,360 $222K
Provenance Wealth Advisors, LLC 0.02% No change 3,360 $222K
Brighton Jones LLC 0.00% New 3,353 $222K
NBT Bank, N.A. 0.01% Reduce -8.3% 3,328 $220K
VestGen Advisors, LLC 0.01% New 3,301 $220K
Wesbanco Bank Inc. 0.01% New 3,310 $219K
Coyle Financial Counsel LLC 0.05% New 3,255 $215K
Resonant Capital Advisors, LLC 0.01% New 3,241 $214K
Savvy Advisors, Inc. 0.01% New 3,213 $212K
Copley Financial Group, Inc. 0.13% New 3,169 $210K
Baskin Financial Services Inc. 0.02% New 3,146 $208K
Ethic Inc. 0.00% New 3,145 $208K
Atlas Capital Advisors Inc. 0.02% No change 3,125 $207K
Old National Bancorp 0.00% New 3,125 $207K
Wellington-Altus USA Inc. 0.12% Reduce -19.8% 3,458 $206K
Jain Global LLC 0.00% New 3,100 $205K
Intrepid Financial Planning Group LLC 0.08% New 3,100 $205K
Aptus Capital Advisors, LLC 0.00% New 3,089 $204K
Concurrent Investment Advisors, LLC 0.00% New 3,080 $204K
IFP Advisors, Inc 0.00% Add +192.2% 3,059 $202K
Mutual Advisors, LLC 0.00% New 3,051 $202K
Chilton Capital Management LLC 0.01% No change 3,000 $198K
True Link Financial Advisors, LLC 0.01% New 2,982 $197K
Smithfield Trust Co 0.01% Add +19.3% 2,983 $196K
Rhumbline Advisers 0.00% Reduce -10.4% 2,887 $191K
Harbour Investments, Inc. 0.00% Add +141.6% 2,803 $185K
Basso Capital Management, L.P. 0.11% No change 2,700 $178K
Transamerica Financial Advisors, LLC 0.02% Reduce -36.4% 2,678 $177K
10Elms LLP 0.12% No change 2,650 $175K
UMB Bank, n.a. 0.00% Add +12.8% 2,646 $175K
Union Savings Bank 0.07% No change 2,475 $164K
EFG International AG 0.00% Add +0.8% 2,385 $158K
Banque Transatlantique SA 0.00% New 2,256 $149K
Basecamp Wealth Advisors LLC 0.03% No change 2,245 $148K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -15.6% 2,226 $147K
Cary Street Partners Investment Advisory LLC 0.04% New 2,192 $145K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $137K
Smartleaf Asset Management LLC 0.00% Add +24.5% 2,071 $137K
Brown Brothers Harriman & Co. 0.00% No change 2,065 $137K
Sawyer & Company, Inc 0.05% No change 2,058 $136K
Root Financial Partners, LLC 0.01% Reduce -7.2% 2,033 $134K
GHP Investment Advisors, Inc. 0.01% No change 2,002 $132K
Hollencrest Capital Management 0.00% No change 2,000 $132K
CENTRAL TRUST Co 0.00% Add +3.4% 1,969 $130K
Cary Street Partners Financial LLC 0.00% New 1,719 $114K
WealthCollab, LLC 0.05% No change 1,719 $114K
Cromwell Holdings LLC 0.06% No change 1,718 $114K
Accent Capital Management, LLC 0.05% Add +101.2% 1,660 $110K
Blue Trust, Inc. 0.00% Reduce -43.2% 1,645 $109K
CoreCap Advisors, LLC 0.00% No change 1,609 $106K
Nemes Rush Group LLC 0.01% No change 1,600 $106K
Atlantic Union Bankshares Corp 0.00% No change 1,555 $103K
Covestor Ltd 0.07% Reduce -13.1% 1,513 $100K
SHP Wealth Management 0.01% No change 1,493 $99K
Innovative Asset Advisors Group, LLC 0.05% — 1,402 $93K
Legacy Bridge, LLC 0.03% No change 1,199 $79K
MTM Investment Management, LLC 0.02% No change 1,178 $78K
Rothschild Investment LLC 0.00% No change 1,167 $77K
Ascentis Wealth Management, LLC 0.02% No change 1,120 $74K
Golden State Wealth Management, LLC 0.01% Add +0.2% 1,063 $70K
PlanVest Financial, Inc 0.05% — 999 $66K
GAMMA Investing LLC 0.00% Add +232.3% 987 $65K
Delta Asset Management LLC 0.01% No change 981 $65K
Peoples Financial Services Corp. 0.03% No change 913 $60K
First Horizon Corp. 0.00% New 910 $60K
Vestor Capital, LLC 0.00% New 888 $59K
AdvisorNet Financial, Inc 0.00% Reduce -61.1% 887 $59K
Fairscale Capital, LLC 0.04% No change 870 $58K
Anfield Capital Management, LLC 0.02% New 861 $57K
Adirondack Trust Co. 0.02% No change 837 $55K
Cassaday & Co Wealth Management LLC 0.00% New 804 $53K
Hanson & Doremus Investment Management 0.01% No change 789 $52K
HM Payson & Co. 0.00% Reduce -4.0% 785 $52K
Rosenberg Matthew Hamilton 0.01% No change 757 $50K
SBI Securities Co., Ltd. 0.00% Add +13.5% 725 $48K
Essential Partners LLC 0.02% No change 696 $46K
Richardson Financial Services Inc. 0.03% Reduce -42.6% 695 $46K
Eastern Bank 0.00% No change 675 $45K
True Wealth Design, LLC 0.01% Add +79.6% 668 $44K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 635 $42K
Colonial Trust Co / SC 0.01% No change 588 $39K
Larson Financial Group LLC 0.00% Add +68.7% 587 $39K
Corsicana & Co. 0.02% No change 1,000 $39K
RMG Wealth Management LLC 0.00% No change 588 $38K
Salem Investment Counselors Inc. 0.00% New 570 $38K
PFS Partners, LLC 0.02% Add +0.7% 570 $38K
Westside Investment Management, Inc. 0.01% No change 564 $37K
N.E.W. Advisory Services LLC 0.00% Reduce -32.2% 526 $35K
Financial Perspectives, Inc 0.01% No change 524 $35K
HHM Wealth Advisors, LLC 0.00% No change 523 $35K
LGT Financial Advisors LLC 0.17% New 503 $33K
Beacon Investment Advisory Services, Inc. 0.00% New 500 $33K
Valley National Advisers Inc. 0.00% No change 500 $33K
Manchester Capital Management LLC 0.00% Add +0.7% 427 $28K
SWAN Capital LLC 0.01% No change 400 $26K
Gen-Wealth Partners Inc 0.01% No change 400 $26K
Measured Wealth Private Client Group, LLC 0.01% No change 390 $26K
SJS Investment Consulting Inc. 0.00% Add +22.6% 379 $25K
Bruce G. Allen Investments, LLC 0.02% Reduce -8.3% 375 $25K
Bank of New Hampshire 0.01% No change 350 $23K
TD Private Client Wealth LLC 0.00% Add +9.2% 345 $23K
Caldwell Trust Co 0.00% No change 327 $22K
Cornerstone Planning Group LLC 0.00% Add +8.1% 293 $20K
Gables Capital Management Inc. 0.01% No change 300 $20K
Motco 0.00% No change 300 $20K
Pinnacle Bancorp, Inc. 0.01% Reduce -22.6% 294 $19K
Sunbelt Securities, Inc. 0.00% Add +0.7% 292 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +470.6% 291 $19K
Geneos Wealth Management Inc. 0.00% Add +16.5% 289 $19K
Signature Resources Capital Management, LLC 0.01% No change 280 $19K
Anchor Investment Management, LLC 0.00% No change 280 $19K
Signature Equity Partners, LLC 0.01% Reduce -18.4% 279 $18K
SouthState Bank Corp 0.00% New 279 $18K
Tradewinds Capital Management, LLC 0.00% No change 268 $18K
Lanark Financial, Inc. 0.00% No change 265 $18K
Wilmington Savings Fund Society, FSB 0.00% No change 260 $17K
Strengthening Families & Communities, LLC 0.00% New 257 $17K
Harvest Fund Management Co., Ltd 0.00% New 259 $17K
Creative Capital Management Investments LLC 0.00% No change 257 $17K
Twin Peaks Wealth Advisors, LLC 0.00% New 257 $17K
Quent Capital, LLC 0.00% No change 255 $17K
Strategic Wealth Partners, Ltd. 0.00% No change 253 $17K
Godfrey Financial Associates, Inc. 0.01% No change 241 $16K
Leonteq Securities AG 0.00% Add +257.8% 229 $15K
Sound Income Strategies, LLC 0.00% Add +136.7% 232 $15K
Core Alternative Capital 0.00% No change 206 $14K
Bell Investment Advisors, Inc 0.00% No change 206 $14K
Parkside Financial Bank & Trust 0.00% Reduce -66.0% 201 $13K
Capital Analysts, LLC 0.00% Reduce -36.8% 199 $13K
Glen Eagle Advisors, LLC 0.00% Reduce -56.9% 175 $12K
Oakworth Capital, Inc. 0.00% No change 172 $11K
Kilter Group LLC 0.00% Add +488.9% 159 $11K
CX Institutional 0.00% Reduce -57.3% 154 $10K
Center for Financial Planning, Inc. 0.00% No change 150 $10K
Highline Wealth Partners LLC 0.00% Add +19.5% 147 $10K
Intentional Wealth Strategies, LLC 0.01% — 140 $9K
MidFirst Bank 0.00% No change 137 $9K
Creative Financial Designs Inc. 0.00% New 135 $9K
Truvestments Capital LLC 0.00% New 126 $8K
Physician Wealth Advisors, Inc. 0.00% Add +9.7% 124 $8K
Abound Wealth Management 0.00% Reduce -26.1% 113 $7K
Gilpin Wealth Management, LLC 0.01% Reduce -59.9% 108 $7K
Bfsg, LLC 0.00% Reduce -56.7% 107 $7K
Bare Financial Services, Inc 0.00% Add +25.6% 103 $7K
Financial Consulate, Inc. 0.00% Reduce -90.1% 100 $7K
Global Trust Asset Management, LLC 0.00% No change 97 $6K
Versant Capital Management, Inc 0.00% New 95 $6K
Brown, Lisle/Cummings, Inc. 0.00% New 92 $6K
Cornerstone Financial Management LLC 0.01% Add +43.3% 86 $6K
City Holding Co. 0.00% No change 86 $6K
Boreal Capital Management LLC 0.01% No change 80 $5K
Investors Research Corp 0.00% Reduce -99.5% 80 $5K
Triumph Capital Management 0.00% Add +111.1% 76 $5K
Private Wealth Asset Management, LLC 0.00% Reduce -27.7% 73 $5K
Solstein Capital, LLC 0.00% No change 70 $5K
Park Square Financial Group, LLC 0.03% Reduce -60.6% 69 $5K
CVA Family Office, LLC 0.00% Reduce -27.2% 67 $4K
Dogwood Wealth Management LLC 0.00% New 63 $4K
Rossby Financial, LCC 0.00% Reduce -38.8% 63 $4K
Ancora Advisors LLC 0.00% Reduce -45.5% 61 $4K
Penserra Capital Management LLC 0.00% Reduce -4.0% 72 $4K
Richardson Capital Management LLC 0.00% New 59 $4K
Horizon Investments, LLC 0.00% New 52 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 50 $3K
Smallwood Wealth Investment Management, LLC 0.00% No change 50 $3K
JPL Wealth Management, LLC 0.00% New 46 $3K
CKW Financial Group 0.00% No change 50 $3K
CDKV Holdings LLC 0.00% No change 45 $3K
Fourth Dimension Wealth, LLC 0.00% No change 45 $3K
MV Capital Management, Inc. 0.00% Add +230.8% 43 $3K
WPG Advisers, LLC 0.00% No change 41 $3K
Valued Wealth Advisors LLC 0.00% No change 39 $3K
Raffa Wealth Management, LLC 0.00% No change 39 $3K
FWL Investment Management, LLC 0.00% New 37 $2K
McIlrath & Eck, LLC 0.00% No change 31 $2K
Archer Investment Corp 0.00% No change 30 $2K
Evolution Wealth Management Inc. 0.00% No change 30 $2K
Whipplewood Advisors, LLC 0.00% New 30 $2K
Murphy & Mullick Capital Management Corp 0.00% Reduce -85.8% 27 $2K
Caitlin John, LLC 0.00% No change 24 $2K
North Star Investment Management Corp. 0.00% Add +53.9% 20 $1K
First Command Advisory Services, Inc. 0.00% No change 18 $1K
Avion Wealth 0.00% No change 24 $1K
Frazier Financial Advisors, LLC 0.00% New 14 $926
Nvest Wealth Strategies, Inc. 0.00% New 12 $794
Princeton Global Asset Management LLC 0.00% No change 5 $306
Vision Financial Markets LLC 0.00% No change 1 $67

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