Suncor EnergySU

13F holders, Q2 2026 (June 30)
756holders +4
76new positions
70sold out
13famous investors
$54.34avg. 13F price*

At the end of Q2 2026, 756 institutions reported holding Suncor Energy Inc. (SU) in their 13F filings, up 4 from Q1 2026. 76 opened new positions and 70 sold out. The largest holders were Royal Bank of Canada ($3.6B), Bank of Montreal ($2.3B) and Vanguard Capital Management LLC ($1.8B). 13 famous investors held it, including Paul Singer (11.1% of Elliott Investment Management's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Ray Dalio (0.2% of Bridgewater Associates's portfolio).

Company
Suncor Energy Inc.
CUSIP
867224107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 595Q1 2024Q2 2024: 633Q2 2024Q3 2024: 637Q3 2024Q4 2024: 652Q4 2024Q1 2025: 658Q1 2025Q2 2025: 642Q2 2025Q3 2025: 637Q3 2025Q4 2025: 681Q4 2025Q1 2026: 752Q1 2026Q2 2026: 756Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions76$239.1M
Exits70$512.4M

All 13F filers, Q1 2026 → Q2 2026: 70,681,170 shares bought and 113,070,364 shares sold, net −42,389,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 756 holders

Royal Bank of Canada 0.61% Add +3.9% 66,546,344 $3.6B
Bank of Montreal 0.84% Add +16.8% 42,583,631 $2.3B
Vanguard Capital Management LLC 0.04% Reduce -0.0% 34,199,381 $1.8B
Elliott Investment Management 11.06% Reduce -44.1% 29,454,000 $1.6B
FIL Ltd 1.11% Reduce -0.8% 28,843,133 $1.6B
Arrowstreet Capital, Limited Partnership 0.64% Add +2.5% 26,749,080 $1.4B
Dodge & Cox 0.71% Reduce -3.4% 25,366,554 $1.4B
FMR LLC 0.05% Reduce -16.1% 22,780,243 $1.2B
Mackenzie Financial Corp. 1.08% Reduce -0.4% 14,106,922 $1.1B
TD Asset Management Inc 0.89% Reduce -25.1% 19,092,500 $1.0B
1832 Asset Management L.P. 1.13% Add +5.9% 17,152,866 $920.8M
Principal Financial Group Inc. 0.42% Reduce -9.9% 15,924,939 $856.4M
Connor, Clark & Lunn Investment Management Ltd. 1.55% Add +4.7% 15,195,542 $816.6M
Manufacturers Life Insurance Company, The 0.62% Add +2.0% 14,731,583 $791.0M
Geode Capital Management, LLC 0.04% Add +11.9% 13,714,391 $760.9M
Dimensional Fund Advisors LP 0.12% Add +1.0% 12,733,566 $683.5M
Invesco Ltd. 0.05% Reduce -19.4% 11,880,944 $637.8M
TD Waterhouse Canada Inc. 1.65% Add +2.1% 11,657,514 $625.5M
Barclays PLC 0.20% Add +47.6% 11,560,839 $620.6M
National Bank of Canada 0.52% Add +8.8% 11,148,622 $598.7M
Cibc World Market Inc. 1.00% Reduce -9.3% 11,094,384 $596.3M
Federation des caisses Desjardins du Quebec 1.82% Add +28.8% 11,028,170 $591.0M
CIBC Asset Management Inc 1.29% Reduce -4.6% 10,904,156 $588.3M
Artisan Partners Limited Partnership 0.95% Reduce -37.1% 10,856,434 $584.1M
Goldman Sachs Group Inc. 0.06% Add +24.5% 10,858,746 $582.9M
Vanguard Fiduciary Trust Co. 0.12% Reduce -0.5% 10,535,569 $566.8M
Morgan Stanley 0.03% Add +29.0% 9,688,701 $520.1M
Toronto Dominion Bank 0.84% Reduce -47.9% 9,315,162 $500.6M
Vanguard Global Advisers, LLC 0.23% Add +8.7% 9,267,374 $498.6M
Acadian Asset Management LLC 0.57% Reduce -23.3% 8,949,018 $481.2M
Canada Pension Plan Investment Board 0.26% Reduce -2.5% 8,685,671 $466.8M
JPMorgan Chase & Co. 0.03% Add +15.6% 8,445,949 $454.5M
Massachusetts Financial Services Co. 0.13% Add +67.7% 6,561,015 $407.2M
AQR Capital Management 0.13% Add +14.6% 7,014,228 $377.0M
Bank of America Corp. 0.02% Reduce -4.2% 6,555,368 $351.9M
Millennium Management 0.21% Add +56.7% 5,608,079 $301.2M
Charles Schwab Investment Management Inc. 0.04% Add +3.4% 5,187,721 $279.0M
Bank of Nova Scotia 0.43% Add +8.8% 5,182,715 $278.8M
Beutel, Goodman & Co Ltd. 1.96% Add +21.1% 4,947,844 $266.1M
Jane Street Group, LLC 0.17% Add +307.4% 4,928,380 $264.6M
T. Rowe Price Associates Inc. 0.03% Add +6.3% 4,741,313 $254.5M
Wells Fargo & Company 0.04% Add +0.3% 4,697,183 $252.3M
Amundi 0.06% Add +1.6% 4,678,647 $251.1M
Healthcare of Ontario Pension Plan Trust Fund 0.35% Reduce -42.0% 4,502,791 $242.0M
Scotia Capital Inc. 0.85% Reduce -3.9% 4,213,910 $226.2M
Quadrature Capital Ltd 1.93% Add +530.1% 4,199,776 $225.8M
Franklin Resources Inc. 0.05% Add +3.9% 4,152,279 $223.1M
Agf Management Ltd. 0.85% Add +27.8% 3,432,628 $217.4M
Two Sigma Investments, LP 0.16% Add +73.3% 3,891,461 $208.9M
Swiss National Bank 0.11% Reduce -5.1% 3,836,192 $205.8M
Fisher Asset Management 0.06% Reduce -79.2% 3,766,572 $202.2M
Legal & General Group Plc 0.04% Reduce -15.2% 3,715,798 $199.8M
Citadel Advisors 0.11% Add +55.0% 3,624,771 $194.6M
Fiera Capital Corp 0.68% Add +3.1% 3,490,762 $187.5M
Cardinal Capital Management, Inc. 4.09% Reduce -10.3% 3,149,688 $169.1M
Lazard Asset Management LLC 0.25% Add +8.0% 3,127,325 $168.1M
Deutsche Bank AG 0.05% Add +13.9% 3,080,863 $165.4M
Picton Mahoney Asset Management 1.51% Add +6.1% 3,049,813 $163.7M
Alberta Investment Management Corp 1.05% Reduce -17.2% 3,040,030 $163.4M
Merewether Investment Management, LP 2.85% Reduce -9.3% 2,814,167 $151.3M
Allianz Asset Management GmbH 0.14% Add +86.2% 2,793,701 $150.2M
Bank of New York Mellon Corp 0.02% Reduce -8.5% 2,746,712 $147.4M
UBS Group AG 0.02% Reduce -50.1% 2,717,054 $145.9M
Brown Advisory Inc. 0.22% Reduce -3.5% 2,701,554 $145.0M
Life Cycle Investment Partners Ltd 0.66% Add +85.7% 2,623,555 $141.1M
Alyeska Investment Group, L.P. 0.36% Add +30.6% 2,617,674 $140.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% Add +12.0% 2,572,985 $138.4M
Ninepoint Partners LP 11.65% Add +23.0% 2,436,936 $130.8M
BlackRock, Inc. 0.00% Add +16.0% 2,311,769 $124.1M
GQG Partners LLC 0.23% Reduce -86.7% 2,293,204 $123.3M
Guardian Capital LP 2.98% Add +27.1% 2,276,146 $122.4M
AustralianSuper Pty Ltd 0.52% Add +80.9% 2,251,050 $121.0M
Qube Research & Technologies Ltd 0.13% Add +534.9% 2,230,809 $119.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.68% Add +1.5% 2,026,818 $108.9M
Goehring & Rozencwajg Associates, LLC 6.10% Add +7.3% 1,974,700 $106.1M
Man Group plc 0.19% Add +616.0% 1,922,906 $103.4M
Intact Investment Management Inc. 2.60% Reduce -15.2% 1,697,430 $91.3M
Mufg Securities (canada), LTD. 2.42% Reduce -5.4% 1,670,236 $89.7M
Hillsdale Investment Management Inc. 1.94% Add +123.8% 1,582,117 $85.0M
American Century Companies Inc. 0.04% Add +22.2% 1,526,142 $82.1M
Royal London Asset Management Ltd. 0.15% Add +7.0% 1,527,642 $82.0M
OMERS ADMINISTRATION Corp 0.49% Add +28.1% 1,522,424 $81.9M
Northern Trust Corp. 0.01% Add +0.1% 1,384,843 $74.3M
Nuveen, LLC 0.02% Add +1.7% 1,297,503 $69.8M
Scheer, Rowlett & Associates Investment Management Ltd. 4.94% Reduce -5.0% 1,279,194 $68.8M
Point72 Asset Management 0.11% Add +78.9% 1,280,744 $68.7M
Public Sector Pension Investment Board 0.18% Add +947.2% 1,244,234 $66.9M
Citigroup Inc. 0.03% Add +349.3% 1,225,924 $65.9M
Recurrent Investment Advisors LLC 3.89% Reduce -24.4% 1,145,921 $62.7M
NewEdge Wealth, LLC 0.62% Add +6.1% 1,148,025 $61.6M
Addenda Capital Inc. 1.63% Add +5.0% 784,418 $59.9M
Clark Capital Management Group, Inc. 0.32% Add +60.7% 1,107,011 $59.4M
Renaissance Technologies 0.08% New 1,085,306 $58.3M
Wellington Management Group LLP 0.01% Add +39.6% 1,052,991 $56.6M
Ruffer LLP 1.92% Add +0.6% 1,009,746 $54.2M
Korea Investment CORP 0.09% Reduce -19.3% 927,533 $49.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +10.5% 926,909 $49.8M
BNP Paribas Financial Markets 0.03% Add +48.6% 927,310 $49.8M
HITE Hedge Asset Management LLC 2.65% Add +231.8% 898,053 $48.2M
Locust Wood Capital Advisers, LLC 1.15% Reduce -0.8% 881,307 $47.3M
Engineers Gate Manager LP 0.61% Add +349.9% 876,008 $47.0M
DekaBank Deutsche Girozentrale 0.08% Add +0.1% 692,631 $45.4M
Russell Investments Group, Ltd. 0.04% Add +28.6% 826,843 $44.5M
Jupiter Topco LLC 0.02% — 805,240 $43.3M
Allspring Global Investments Holdings, LLC 0.06% Add +0.7% 781,438 $41.9M
State of Tennessee, Department of Treasury 0.12% Reduce -2.4% 776,064 $41.7M
Vident Advisory, LLC 0.30% Add +17.3% 741,402 $39.8M
Bridgewater Associates 0.16% Add +71.9% 708,762 $38.1M
Ameriprise Financial Inc. 0.01% Add +97.4% 508,570 $38.0M
Focus Partners Wealth 0.04% Reduce -4.2% 698,283 $37.5M
Ninety One UK Ltd 0.08% New 656,042 $35.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 3.06% Reduce -20.3% 408,759 $31.2M
Public Employees Retirement System of Ohio 0.09% Reduce -32.4% 572,371 $30.8M
Vanguard Investments Australia, Ltd. 0.08% Add +1.7% 568,881 $30.6M
Jones Financial Companies LLLP 0.01% Add +1.4% 540,318 $29.1M
Trexquant Investment LP 0.18% Reduce -4.2% 529,883 $28.4M
Envestnet Asset Management Inc. 0.01% Add +13.8% 512,493 $27.5M
Natixis Advisors, LLC 0.03% Add +0.1% 501,459 $26.9M
Harvest Portfolios Group Inc. 0.36% Add +12.8% 475,344 $25.6M
Neuberger Berman Group LLC 0.02% Add +10.4% 471,137 $25.3M
Segall Bryant & Hamill, LLC 0.29% Add +1.7% 452,659 $24.3M
Tidal Investments LLC 0.06% Reduce -14.5% 435,836 $23.4M
HRT Financial LP 0.04% Add +71.1% 429,058 $23.0M
State of Wisconsin Investment Board 0.05% Reduce -1.6% 424,247 $22.8M
Old West Investment Management, LLC 2.38% Add +1.3% 418,292 $22.5M
Susquehanna International Group, LLP 0.02% Add +541.3% 413,603 $22.2M
Pictet Asset Management Holding SA 0.02% Reduce -3.9% 411,878 $22.2M
Blair William & Co. 0.06% Reduce -0.5% 410,120 $22.0M
BCV Asset Management Inc. 0.63% Reduce -19.4% 389,604 $21.0M
Cidel Asset Management Inc. 0.98% Add +170.6% 376,897 $20.3M
Barings LLC 0.37% Add +29.5% 374,061 $20.1M
PDT Partners, LLC 1.06% Add +8.7% 374,452 $20.1M
Cardinal Point Capital Management ULC 1.13% Reduce -2.2% 370,018 $19.9M
Bank of Nova Scotia Trust Co. 1.63% Reduce -10.6% 365,754 $19.6M
Great Lakes Advisors, LLC 0.15% Reduce -44.7% 360,110 $19.3M
D. E. Shaw & Co. 0.01% Add +225.1% 359,088 $19.3M
Y-Intercept (Hong Kong) Ltd 0.38% New 358,732 $19.3M
Rempart Asset Management Inc. 3.90% Reduce -14.7% 354,109 $19.0M
Creative Planning 0.01% Add +25.2% 343,611 $18.4M
Northwest & Ethical Investments L.P. 0.42% Reduce -6.0% 334,549 $18.0M
Waratah Capital Advisors Ltd. 1.30% Reduce -37.2% 315,916 $17.0M
Alliancebernstein L.P. 0.01% Add +86.8% 249,069 $16.5M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +1.2% 306,213 $16.5M
Susquehanna Fundamental Investments, LLC 0.31% No change 305,600 $16.4M
Crossmark Global Holdings, Inc. 0.21% Reduce -2.6% 294,494 $15.8M
Sagefield Capital LP 1.17% Reduce -4.1% 294,160 $15.8M
Montrusco Bolton Investments Inc. 0.24% Reduce -39.2% 290,970 $15.6M
Corient Private Wealth LP 0.02% Add +336.7% 291,504 $15.6M
First Trust Advisors LP 0.01% Add +9.8% 286,643 $15.4M
FORA Capital, LLC 1.01% Add +529.2% 274,448 $14.7M
Cookson Peirce & Co. Inc. 0.48% Add +1.0% 271,514 $14.6M
Investment Management Corp of Ontario 0.18% Add +14.7% 263,999 $14.2M
O'shaughnessy Asset Management, LLC 0.06% Reduce -13.0% 251,288 $13.5M
Guardian Point Capital, LP 4.14% New 250,000 $13.4M
Louisbourg Investments Inc. 2.36% Add +189.6% 238,093 $12.8M
Quantbot Technologies LP 0.50% New 237,305 $12.7M
Guardian Partners Inc. 1.13% Reduce -20.8% 232,708 $12.5M
LPL Financial LLC 0.00% Reduce -2.3% 222,394 $11.9M
Guinness Asset Management LTD 0.20% Reduce -14.6% 219,341 $11.8M
Flputnam Investment Management Co. 0.14% New 216,276 $11.6M
Maryland State Retirement & Pension System 0.20% Reduce -31.7% 213,734 $11.5M
CANADA LIFE ASSURANCE Co 0.02% Reduce -17.2% 209,502 $11.2M
Intech Investment Management LLC 0.10% Add +6.3% 207,799 $11.2M
Holocene Advisors, LP 0.03% Reduce -69.4% 207,772 $11.2M
Jump Financial, LLC 0.10% New 192,823 $10.4M
Greenfield Seitz Capital Management, LLC 3.03% Add +0.3% 189,668 $10.2M
Genus Capital Management Inc. 0.98% Reduce -8.0% 184,551 $9.9M
Purpose Unlimited Inc. 0.38% Reduce -47.0% 183,637 $9.9M
Mediolanum International Funds Ltd 0.08% Reduce -33.8% 183,302 $9.9M
Quantinno Capital Management LP 0.01% Add +41.1% 179,973 $9.7M
Entropy Technologies, LP 0.38% Add +321.1% 176,315 $9.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +300.6% 175,560 $9.4M
Kornitzer Capital Management Inc. 0.19% Reduce -2.2% 171,053 $9.2M
Hi-Line Capital Management, LLC 2.56% New 169,780 $9.1M
GMO 0.02% Add +82.3% 163,560 $8.8M
HSBC Holdings PLC 0.00% New 155,922 $8.4M
Keating Investment Counselors Inc. 2.27% Reduce -9.8% 153,744 $8.3M
Walleye Trading LLC 0.11% Add +23.1% 151,596 $8.1M
Gilder Gagnon Howe & Co. LLC 0.08% Reduce -0.7% 148,028 $7.9M
Bearing Point Capital, LLC 1.07% Reduce -0.1% 147,479 $7.9M
Voya Investment Management LLC 0.01% Reduce -2.6% 146,753 $7.9M
Schonfeld Strategic Advisors LLC 0.04% New 142,845 $7.7M
Gold Investment Management Ltd. 2.07% Reduce -5.5% 141,845 $7.6M
Aviso Financial Inc. 0.26% Reduce -17.1% 140,676 $7.6M
Causeway Capital Management LLC 0.08% New 138,526 $7.4M
Savant Capital, LLC 0.02% Add +493.8% 115,278 $7.2M
Swiss Life Asset Management Ltd 0.03% Reduce -0.8% 127,558 $6.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +6.6% 127,231 $6.8M
Raymond James Financial Inc. 0.00% Reduce -30.8% 125,046 $6.7M
PNC Financial Services Group, Inc. 0.00% Reduce -7.4% 124,687 $6.7M
Parkside Investments, LLC 0.73% Add +21.0% 123,065 $6.6M
Silvercrest Asset Management Group LLC 0.04% Add +12.1% 122,430 $6.6M
Lighthouse Investment Partners, LLC 0.20% Add +1.1% 120,227 $6.5M
Gradient Investments LLC 0.09% Add +2.9% 119,099 $6.4M
Vise Technologies, Inc. 0.07% Add +13.1% 118,962 $6.4M
Utah Retirement Systems 0.06% Reduce -10.0% 118,542 $6.4M
Hennessy Advisors Inc. 0.20% Reduce -6.7% 116,500 $6.3M
X-Square Capital, LLC 1.56% Add +30.4% 114,749 $6.2M
Meixler Investment Management, Ltd. 3.39% Reduce -15.2% 114,464 $6.1M
Cetera Investment Advisers 0.01% Add +14.8% 111,474 $6.0M
Oxbow Advisors, LLC 0.48% Reduce -0.7% 107,762 $5.8M
Stifel Financial Corp. 0.00% Reduce -2.1% 107,756 $5.8M
Turas Capital Management LP 2.64% New 107,100 $5.7M
Pinnacle Financial Partners, Inc. 0.04% Reduce -3.0% 103,683 $5.6M
Inlet Private Wealth, LLC 1.34% No change 102,770 $5.5M
Pacifica Partners Inc. 1.66% Reduce -1.8% 100,076 $5.5M
Aldebaran Capital, LLC 4.12% Reduce -1.2% 102,269 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.2% 91,242 $5.4M
Adage Capital Partners Gp, L.L.C. 0.01% Add +11.1% 100,000 $5.4M
Thrivent Financial for Lutherans 0.01% No change 98,356 $5.3M
NewEdge Advisors, LLC 0.02% Reduce -19.2% 96,891 $5.2M
Aventail Capital Group, LP 0.29% Reduce -39.2% 94,849 $5.1M
Miller Howard Investments Inc. 0.13% Reduce -2.2% 92,998 $5.0M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.5% 91,416 $4.9M
Squarepoint Ops LLC 0.01% Add +157.8% 88,338 $4.7M
PCJ Investment Counsel Ltd. 1.36% Add +5.5% 87,760 $4.7M
Ritholtz Wealth Management 0.07% Reduce -1.0% 86,886 $4.7M
Worldquant Millennium Advisors LLC 0.02% Add +116.4% 84,843 $4.6M
Mariner, LLC 0.00% Reduce -7.6% 84,728 $4.5M
Fideuram Asset Management (Ireland) dac 0.09% Add +913.9% 54,568 $4.5M
Gabelli Funds LLC 0.03% Reduce -35.3% 84,000 $4.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +3.4% 82,694 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -9.1% 81,958 $4.4M
Eagle Global Advisors LLC 0.14% Reduce -25.8% 80,750 $4.3M
Royal Fund Management, LLC 0.36% Add +4.0% 80,190 $4.3M
HighTower Advisors, LLC 0.00% Add +255.0% 78,316 $4.2M
Wasatch Advisors LP 0.03% Add +0.2% 77,549 $4.2M
Burling Wealth Partners, LLC 0.61% Add +3.3% 77,176 $4.1M
First Foundation Advisors 0.15% Reduce -31.6% 76,313 $4.1M
BTG Pactual Asset Management US LLC 0.31% Add +248.6% 75,773 $4.1M
Caprock Group, LLC 0.08% Add +114.2% 74,127 $4.0M
K.J. Harrison & Partners Inc 0.56% Add +0.7% 73,769 $4.0M
US Bancorp \de 0.00% Add +0.4% 72,516 $3.9M
MML Investors Services, LLC 0.01% Add +138.5% 71,581 $3.8M
Cerity Partners LLC 0.00% Add +2.9% 71,528 $3.8M
Metis Global Partners, LLC 0.09% Reduce -27.8% 70,097 $3.8M
Bessemer Group Inc. 0.01% Add +8.2% 69,984 $3.8M
CWA Asset Management Group, LLC 0.11% Reduce -24.4% 67,877 $3.6M
Prudential PLC 0.02% Add +0.8% 67,673 $3.6M
Stock Yards Bank & Trust Co. 0.10% Reduce -6.8% 67,083 $3.6M
McIntyre Freedman & Flynn Investment Advisers Inc. 2.12% Add +3.2% 65,705 $3.5M
Navellier & Associates Inc. 0.27% New 62,359 $3.3M
Alphadyne Asset Management LP 0.15% New 62,288 $3.3M
Rockefeller Capital Management L.P. 0.01% Reduce -37.2% 62,098 $3.3M
Ashton Thomas Private Wealth, LLC 0.07% Reduce -1.5% 60,722 $3.3M
Fairbanks Capital Management, Inc. 1.92% Reduce -33.8% 60,548 $3.3M
Beverly Hills Private Wealth, LLC 0.60% Reduce -4.9% 57,772 $3.1M
Horizon Kinetics Asset Management LLC 0.03% No change 56,237 $3.0M
Montgomery Investment Management Inc. 0.92% No change 56,200 $3.0M
Accordant Advisory Group Inc 2.00% New 55,356 $3.0M
Havemeyer Place LP 0.29% New 55,109 $3.0M
111 Capital 0.50% Add +1231.3% 54,570 $2.9M
Employees Retirement System of Texas 0.03% No change 53,681 $2.9M
Summit Financial, LLC 0.03% Reduce -1.4% 53,531 $2.9M
Polar Asset Management Partners Inc. 0.07% New 53,481 $2.9M
Kestra Advisory Services, LLC 0.01% Add +1.7% 51,314 $2.8M
Van Eck Associates Corp. 0.00% Reduce -88.8% 50,556 $2.7M
Sequoia Financial Advisors, LLC 0.01% Add +2.0% 49,966 $2.7M
Wahed Invest LLC 0.28% Add +14.9% 49,848 $2.7M
Simmons Bank 0.15% Reduce -0.7% 49,311 $2.6M
Capital World Investors 0.00% No change 48,740 $2.6M
Hancock Whitney Corp. 0.04% Reduce -0.7% 48,827 $2.6M
Heartland Advisors Inc. 0.11% Add +0.0% 46,575 $2.5M
UniSuper Management Pty Ltd 0.01% Add +34.9% 32,384 $2.5M
Caitong International Asset Management Co., Ltd 0.34% Add +53.7% 45,510 $2.4M
Dockside LLC 0.57% — 45,444 $2.4M
Ensign Peak Advisors, Inc 0.00% No change 44,892 $2.4M
Victory Capital Management Inc. 0.00% Reduce -47.1% 43,611 $2.3M
SG Americas Securities, LLC 0.00% Reduce -86.5% 42,366 $2.3M
Aviva PLC 0.00% Reduce -1.9% 43,138 $2.3M
Westerkirk Capital Inc. 0.22% No change 42,610 $2.3M
Easterly Investment Partners LLC 0.12% Reduce -31.4% 42,367 $2.3M
USS Investment Management Ltd 0.01% Reduce -67.8% 40,924 $2.2M
Triasima Portfolio Management inc. 0.30% Reduce -34.3% 40,785 $2.2M
CoreCommodity Management, LLC 0.43% Add +85.5% 40,602 $2.2M
Signaturefd, LLC 0.03% Add +7.0% 39,937 $2.1M
Nitor Capital Management LLC 1.43% Reduce -7.1% 39,445 $2.1M
Assetmark, Inc. 0.00% Add +37.5% 39,436 $2.1M
Captrust Financial Advisors 0.00% Add +5.9% 39,091 $2.1M
Quantitative Investment Management, LLC 0.23% New 38,951 $2.1M
Harbor Investment Advisory, LLC 0.15% Add +0.1% 38,869 $2.1M
Park Avenue Securities LLC 0.01% Add +29.4% 38,291 $2.1M
Jefferies Financial Group Inc. 0.02% Reduce -52.4% 37,262 $2.0M
Empowered Funds, LLC 0.01% Reduce -44.5% 37,241 $2.0M
State Street Corp. 0.00% Reduce -68.9% 37,231 $2.0M
XTX Topco Ltd 0.03% Reduce -64.3% 36,961 $2.0M
VELA Investment Management, LLC 0.49% Reduce -5.1% 36,792 $2.0M
South Dakota Investment Council 0.03% Reduce -8.2% 36,712 $2.0M
DRW Securities, LLC 0.12% Add +581.9% 28,040 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.3% 36,079 $1.9M
Benjamin Edwards Inc. 0.02% Add +79.8% 35,795 $1.9M
Sei Investments Co. 0.00% Reduce -6.1% 35,039 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.8% 34,885 $1.9M
PKO Investment Management Joint-Stock Co 0.14% Reduce -16.8% 34,800 $1.9M
Pekin Hardy Strauss, Inc. 0.16% Reduce -6.7% 34,033 $1.8M
Sig Brokerage, LP 0.29% New 33,808 $1.8M
Live Oak Investment Partners 0.97% Add +3.8% 33,523 $1.8M
Foster & Motley Inc. 0.08% Reduce -10.0% 32,910 $1.8M
World Investment Advisors 0.03% Reduce -5.7% 26,941 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -36.4% 32,721 $1.8M
Sumitomo Life Insurance Co. 0.03% Reduce -5.7% 32,316 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -5.7% 32,316 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -14.4% 32,057 $1.7M
Laird Norton Wetherby Trust Company, LLC 0.03% Reduce -5.2% 31,846 $1.7M
Evolve Private Wealth, LLC 0.10% Add +4.8% 31,233 $1.7M
IMC-Chicago, LLC 0.02% New 31,219 $1.7M
Janney Montgomery Scott LLC 0.00% Reduce -5.3% 31,177 $1.7M
Advisors Asset Management, Inc. 0.03% Reduce -13.9% 30,926 $1.7M
CVFG LLC 0.17% New 30,581 $1.6M
Viewpoint Investment Partners Corp. 0.57% Add +0.8% 30,635 $1.6M
Walter Public Investments Inc. 0.39% Reduce -85.1% 30,493 $1.6M
Lockheed Martin Investment Management Co. 0.06% New 30,400 $1.6M
Bayesian Capital Management, LP 1.04% New 30,200 $1.6M
Amova Asset Management Americas, Inc. 0.02% Reduce -7.8% 30,174 $1.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -7.8% 30,174 $1.6M
Loomis Sayles & Co. L P 0.00% New 29,675 $1.6M
denkapparat Operations GmbH 0.52% Reduce -15.0% 29,400 $1.6M
Cullen Investment Group, LTD. 0.19% Add +0.5% 29,334 $1.6M
Quadrant Capital Group LLC 0.04% Reduce -0.1% 28,661 $1.5M
Tudor Investment Corporation 0.01% Reduce -22.9% 28,424 $1.5M
Principal Securities, Inc. 0.02% Add +44.1% 28,072 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +38.3% 27,985 $1.5M
Assenagon Asset Management S.A. 0.00% Reduce -95.5% 27,448 $1.5M
Dynamic Technology Lab Private Ltd 0.33% Add +80.4% 27,470 $1.5M
Truist Financial Corp. 0.00% Add +3.4% 27,449 $1.5M
Qtron Investments LLC 0.19% Reduce -16.9% 27,130 $1.5M
Chesapeake Capital Corp. 0.79% Add +13.8% 27,153 $1.5M
Mercer Global Advisors Inc. 0.00% Add +68.5% 26,805 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -53.3% 26,153 $1.4M
One Capital Management, LLC 0.04% No change 21,168 $1.4M
Lido Advisors, LLC 0.01% Add +150.1% 25,814 $1.4M
Mosaic Financial Group, LLC 0.86% No change 25,142 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -0.3% 24,956 $1.3M
Pathstone Holdings, LLC 0.00% Reduce -6.4% 24,879 $1.3M
Stonehage Fleming Financial Services Holdings Ltd 0.05% Reduce -1.1% 24,719 $1.3M
Mitchell & Pahl Private Wealth, LLC 0.49% Add +1.7% 24,692 $1.3M
Trust Co. of Toledo NA 0.11% No change 24,622 $1.3M
Graham Capital Management, L.P. 0.05% Reduce -64.2% 23,884 $1.3M
Walleye Capital LLC 0.01% Add +51.6% 23,884 $1.3M
Mraz, Amerine & Associates, Inc. 0.17% Add +1.9% 22,712 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -6.1% 22,623 $1.2M
Syon Capital LLC 0.05% Add +4.0% 22,560 $1.2M
Cigna Investments Inc. 0.15% Add +1.5% 21,750 $1.2M
Osmosis Investment Management UK Ltd 0.05% Reduce -61.3% 21,675 $1.2M
GS Investments, Inc. 0.83% No change 21,400 $1.1M
Maverick Capital 0.01% Reduce -6.7% 21,374 $1.1M
Greenline Partners, LLC 0.12% No change 21,224 $1.1M
Credit Agricole S A 0.00% Add +5.9% 20,866 $1.1M
Point Nemo Capital, LLC 0.55% New 20,289 $1.1M
Frank, Rimerman Advisors LLC 0.06% Add +0.6% 19,909 $1.1M
Diversify Advisory Services, LLC 0.02% New 16,651 $1.1M
Diversify Wealth Management, LLC 0.02% New 16,651 $1.1M
Jain Global LLC 0.01% Add +538.4% 19,791 $1.1M
Archford Capital Strategies, LLC 0.11% Reduce -9.2% 19,584 $1.1M
CHICAGO TRUST Co NA 0.15% Add +1.6% 19,160 $1.0M
Arkadios Wealth Advisors 0.02% Reduce -7.5% 18,670 $1.0M
Gateway Investment Advisers LLC 0.01% Add +5.5% 18,561 $996K
HB Wealth Management, LLC 0.01% Add +1.1% 18,316 $983K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.8% 18,266 $981K
King Luther Capital Management Corp. 0.00% Reduce -28.5% 18,213 $978K
Compound Planning, Inc. 0.03% Add +1.9% 17,962 $964K
Mather Group, Llc. 0.01% Add +1.6% 17,786 $955K
Ieq Capital, LLC 0.00% Reduce -9.1% 17,776 $954K
Sivia Capital Partners, LLC 0.12% No change 17,775 $954K
Delta Investment Management, LLC 0.15% No change 17,194 $923K
&partners 0.00% Add +3.1% 17,373 $923K
Arax Advisory Partners 0.01% Add +157.4% 16,882 $906K
Natixis 0.00% Reduce -78.2% 16,878 $906K
Nomura Asset Management International Inc. 0.00% Reduce -11.5% 16,850 $905K
Brevan Howard Capital Management LP 0.01% Reduce -87.7% 16,611 $897K
Integrated Wealth Concepts LLC 0.01% Add +4.2% 16,523 $887K
Fractal Investments LLC 0.10% No change 16,400 $880K
Merit Financial Group, LLC 0.01% Add +12.6% 15,659 $841K
Gsa Capital Partners LLP 0.05% New 15,310 $822K
Evergreen Capital Management LLC 0.01% Reduce -0.2% 15,309 $822K
Occidental Asset Management, LLC 0.08% New 15,231 $818K
Candriam S.C.A. 0.00% Add +3.2% 15,099 $811K
Gotham Asset Management 0.00% Reduce -16.3% 14,816 $795K
Courier Capital LLC 0.04% Reduce -1.0% 14,815 $795K
CIBC Bancorp USA Inc. 0.00% Add +57.1% 11,740 $778K
Tacita Capital Inc 0.42% Reduce -9.1% 14,349 $770K
Glenmede Trust Co. NA 0.00% Add +35.7% 14,152 $760K
First Bank & Trust 0.11% Add +0.7% 14,010 $752K
Certuity, LLC 0.04% No change 13,828 $742K
Guggenheim Capital LLC 0.00% Reduce -7.5% 13,691 $735K
SummitTX Capital, L.P. 0.02% Add +52.3% 13,679 $734K
Winthrop Capital Management, LLC 0.18% Add +0.0% 13,668 $734K
Thoroughbred Financial Services, LLC 0.03% No change 13,560 $727K
Ruggaard & Associates LLC 0.25% Add +1.1% 13,235 $710K
Murchinson Ltd. 0.35% New 13,076 $702K
Huntington National Bank 0.00% Reduce -3.4% 13,075 $702K
State of Wyoming 0.07% Add +219.4% 13,058 $701K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.20% New 13,000 $698K
Brandywine Trust Co. 0.11% No change 13,000 $698K
Fox Run Management, L.L.C. 0.12% Add +246.3% 12,942 $695K
Westwood Holdings Group Inc. 0.01% Reduce -15.0% 12,698 $683K
180 Wealth Advisors, LLC 0.07% Reduce -8.8% 12,642 $679K
Accent Capital Management, LLC 0.29% Add +653.5% 12,509 $671K
Orion Porfolio Solutions, LLC 0.01% Add +11.5% 12,507 $671K
McCarter Private Wealth Services LLC 0.23% No change 12,500 $671K
Fortis Capital Advisors, LLC 0.08% No change 12,500 $671K
Belpointe Asset Management LLC 0.02% No change 12,500 $671K
Kestra Private Wealth Services, LLC 0.01% Reduce -4.9% 12,450 $668K
Rathbones Group PLC 0.00% Add +2.7% 12,372 $665K
Burney Co./ 0.02% Reduce -8.3% 12,244 $657K
Kathmere Capital Management, LLC 0.03% Add +7.0% 12,181 $654K
OpenArc Corporate Advisory, LLC 0.01% Add +31.3% 12,101 $650K
Baron Wealth Management LLC 0.17% Add +3.0% 11,981 $643K
Crewe Advisors LLC 0.05% No change 11,905 $639K
Balefire, LLC 0.10% New 11,881 $638K
Aviance Capital Partners, LLC 0.07% No change 11,713 $629K
MQS Management LLC 0.77% Add +67.3% 11,700 $628K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +33.5% 11,671 $627K
Waverly Advisors, LLC 0.00% Reduce -8.1% 11,667 $626K
Cannell & Spears LLC 0.01% No change 11,500 $617K
Regions Financial Corp. 0.00% Reduce -27.5% 11,284 $606K
Farmers & Merchants Investments Inc. 0.01% No change 10,915 $586K
Atom Investors LP 0.05% Reduce -69.8% 10,632 $571K
First Financial Corp. 0.20% Reduce -4.8% 10,535 $566K
Advisory Services Network, LLC 0.01% Add +13.7% 10,364 $556K
Inspire Advisors, LLC 0.04% Reduce -24.1% 10,111 $542K
Valeo Financial Advisors, LLC 0.01% Reduce -1.5% 10,073 $541K
Claret Asset Management Corp 0.06% Add +10.1% 9,970 $536K
Institute for Wealth Management, LLC. 0.05% Reduce -1.5% 9,823 $527K
Parallel Advisors, LLC 0.01% Add +3.6% 9,676 $519K
Hills Bank & Trust Co 0.02% No change 9,417 $506K
Leuthold Group, LLC 0.05% No change 9,411 $505K
Net Worth Advisory Group 0.13% Add +34.9% 9,291 $499K
Guyasuta Investment Advisors Inc. 0.03% No change 9,228 $495K
Van Den Berg Management I, Inc. 0.10% Reduce -0.1% 9,103 $489K
Mayflower Financial Advisors, LLC 0.04% Reduce -0.2% 9,075 $487K
MAI Capital Management 0.00% Add +24.6% 9,063 $487K
Leigh Baldwin & Co., LLC 0.26% Add +0.6% 8,957 $481K
Sprott Inc. 0.02% Reduce -64.2% 8,919 $479K
Heron Bay Capital Management 0.04% New 8,882 $477K
Fidelis Capital Partners, LLC 0.03% Add +102.3% 8,817 $473K
Spire Wealth Management 0.01% Reduce -3.6% 8,797 $472K
Asset Dedication, LLC 0.03% No change 8,755 $470K
3Chopt Investment Partners, LLC 0.09% Reduce -5.5% 8,587 $461K
Steph & Co. 0.12% Add +13.4% 8,552 $459K
Guinness Atkinson Asset Management Inc 0.20% Reduce -6.1% 8,506 $457K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 8,513 $457K
QRG Capital Management, Inc. 0.00% Add +17.1% 8,470 $455K
Letko, Brosseau & Associates Inc. 0.01% Reduce -96.9% 8,400 $452K
Gateway Wealth Partners, LLC 0.03% Add +69.4% 8,412 $452K
Sage Investment Counsel LLC 0.45% Reduce -2.3% 8,400 $451K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +0.2% 8,330 $447K
Checchi Capital Advisers, LLC 0.03% Add +0.3% 8,254 $443K
Grove Bank & Trust 0.04% New 8,186 $439K
Keystone Wealth Services, LLC 0.08% No change 8,139 $437K
Legacy Capital Group California, Inc. 0.13% Reduce -0.3% 8,079 $434K
Family Manage LLC 0.05% Add +8.1% 8,002 $430K
Pure Financial Advisors, LLC 0.01% Add +20.9% 7,819 $420K
Lifetime Wealth Management P.C. 0.24% No change 7,715 $414K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -3.0% 7,664 $411K
Strategic Global Advisors, LLC 0.06% Reduce -72.7% 7,660 $411K
Exchange Traded Concepts, LLC 0.00% New 7,618 $409K
United Capital Financial Advisors, LLC 0.00% Add +24.9% 7,616 $409K
Callan Family Office, LLC 0.01% Add +0.5% 7,601 $408K
Ewing Morris & Co. Investment Partners Ltd. 0.21% Add +8.7% 7,540 $405K
D'Orazio & Associates, Inc. 0.05% Add +0.5% 7,530 $404K
Roxbury Financial LLC 0.32% Add +0.2% 7,516 $403K
AXS Investments LLC 0.11% Reduce -3.4% 7,347 $394K
City National Bank of Florida 0.17% New 7,336 $394K
JFS Wealth Advisors, LLC 0.02% No change 7,309 $392K
Stonebridge Financial Group, LLC 0.05% — 7,292 $391K
Fifth Third Bancorp 0.00% Add +27.4% 7,266 $390K
Balyasny Asset Management L.P. 0.00% Reduce -98.7% 7,232 $388K
Sowell Financial Services LLC 0.01% Add +9.3% 7,210 $387K
Northern Financial Advisors Inc 0.26% No change 7,209 $387K
HUB Investment Partners, LLC 0.01% Add +7.3% 7,128 $383K
M&T Bank Corp 0.00% Add +1.4% 7,088 $380K
Sagespring Wealth Partners, LLC 0.01% Add +11.0% 7,060 $379K
R Squared Ltd 0.20% New 7,053 $379K
Farther Finance Advisors, LLC 0.00% Add +4.6% 7,010 $376K
Avise Financial Cooperative, Inc. 0.27% Reduce -7.0% 6,983 $375K
Ascent Group, LLC 0.01% Add +4.0% 6,850 $368K
Independence Bank of Kentucky 0.04% Reduce -2.8% 6,830 $367K
Greenleaf Trust 0.00% Add +0.5% 6,822 $366K
Bridgewater Advisors Inc. 0.02% Add +10.8% 5,467 $361K
Fieldview Capital Management, LLC 0.10% New 6,676 $359K
Everett Harris & Co. 0.00% Reduce -23.1% 6,675 $358K
August Group Capital Ltd 0.39% Reduce -4.0% 6,639 $356K
PDS Planning, Inc 0.02% Reduce -0.1% 6,627 $356K
Value Partners Investments Inc. 0.02% Reduce -19.4% 6,578 $353K
Formidable Asset Management, LLC 0.06% Reduce -66.8% 5,322 $352K
IFP Advisors, Inc 0.01% Add +114.2% 6,553 $352K
Stratos Wealth Partners, LTD. 0.00% Add +2.1% 6,535 $351K
Clearstead Advisors, LLC 0.00% Reduce -46.6% 6,479 $348K
Cura Wealth Advisors, LLC 0.15% No change 6,406 $344K
Choreo, LLC 0.00% Reduce -4.9% 6,365 $342K
Sanchez Levi Garrett 0.18% No change 6,304 $338K
Composition Wealth, LLC 0.00% Add +27.6% 6,273 $337K
Mattson Financial Services, LLC 0.07% Reduce -4.6% 5,539 $336K
Fortis Advisors, LLC 0.16% Add +29.2% 6,200 $333K
Sustainable Insight Capital Management, LLC 0.14% Reduce -31.4% 6,116 $329K
Sequent Planning LLC 0.07% Reduce -0.6% 6,074 $326K
EP Wealth Advisors, LLC 0.00% Add +30.4% 6,050 $325K
Faithward Advisors, LLC 0.04% Reduce -27.1% 6,040 $324K
Kerrisdale Advisers, LLC 0.08% Reduce -63.6% 6,025 $324K
Magnetar Financial LLC 0.00% New 5,901 $317K
West Family Investments, Inc. 0.09% New 5,883 $316K
Wellington-Altus USA Inc. 0.22% Add +26.5% 4,373 $313K
Pacific Excel Wealth Advisors, Inc. 0.12% New 5,741 $308K
Heritage Family Offices, LLP 0.12% Reduce -30.0% 5,741 $308K
Fox Hill Wealth Management 0.12% Reduce -0.8% 5,572 $299K
Hardy Reed LLC 0.02% Reduce -28.0% 5,503 $295K
Atria Investments, Inc 0.00% Reduce -0.7% 5,492 $295K
Alan B Lancz & Associates, Inc. 0.25% No change 5,400 $290K
Brown Financial Advisors 0.10% Reduce -4.5% 5,366 $288K
Goldstein Advisors, LLC 0.03% No change 5,351 $287K
Moody National Bank Trust Division 0.02% Reduce -9.3% 5,340 $287K
Summit Global Investments 0.02% Add +7.7% 5,229 $281K
Syverson Strege & Co 0.06% Reduce -4.7% 5,207 $280K
Evelyn Partners Group Ltd 0.00% — 5,200 $279K
Hara Capital LLC 0.15% No change 5,200 $279K
Aigen Investment Management, LP 0.08% New 5,189 $279K
Cypress Capital, LLC 0.07% Add +3.2% 5,099 $274K
Private Trust Co. NA 0.02% Add +19.5% 5,052 $271K
CSS LLC 0.04% No change 5,010 $269K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 5,000 $268K
AE Wealth Management LLC 0.00% Reduce -7.8% 4,975 $267K
Chevy Chase Trust Holdings, LLC 0.00% Add +2.3% 4,831 $259K
Beacon Pointe Advisors, LLC 0.00% Reduce -7.8% 4,817 $259K
Erste Asset Management GmbH 0.00% Reduce -93.7% 4,800 $258K
Aprio Wealth Management, LLC 0.01% Add +2.4% 4,789 $257K
Insigneo Advisory Services, LLC 0.01% New 4,765 $256K
Global Retirement Partners, LLC 0.00% — 4,759 $255K
Joel Isaacson & Co., LLC 0.01% No change 4,718 $253K
AlphaGrep UK Ltd 0.08% Reduce -50.0% 4,713 $253K
Integrated Investment Consultants, LLC 0.05% No change 4,710 $253K
Independent Advisor Alliance 0.01% Reduce -18.0% 4,650 $250K
MRWM Advisors, LLC 0.10% Add +0.2% 4,638 $249K
Moors & Cabot, Inc. 0.01% Reduce -4.2% 4,562 $245K
Gladstone Institutional Advisory LLC 0.01% Reduce -3.5% 4,550 $244K
Private Advisor Group, LLC 0.00% Reduce -88.2% 4,531 $243K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.2% 4,467 $240K
Axxion S.A. 0.02% — 4,427 $238K
Cumberland Partners Ltd 0.02% Reduce -3.9% 4,427 $238K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Reduce -17.3% 4,404 $236K
Inspire Investing, LLC 0.01% Reduce -21.4% 4,391 $236K
Transamerica Financial Advisors, LLC 0.02% Add +60.7% 4,304 $231K
Great Valley Advisor Group, Inc. 0.00% Add +3.9% 4,307 $231K
Ewa, LLC 0.04% Add +10.9% 4,282 $230K
Neville Rodie & Shaw Inc. 0.01% Reduce -19.0% 4,258 $229K
Blue Capital, Inc. 0.14% Reduce -91.9% 4,249 $228K
Crestwood Advisors Group, LLC 0.00% Reduce -8.0% 4,134 $222K
Concurrent Investment Advisors, LLC 0.00% Add +33.2% 4,102 $220K
Semanteon Capital Management, LP 0.99% New 4,092 $220K
Sapient Capital LLC 0.00% No change 4,073 $219K
Resonant Capital Advisors, LLC 0.01% Add +25.1% 4,055 $218K
Dynamic Advisor Solutions LLC 0.01% Add +2.4% 4,016 $216K
Spirit of America Management Corp. 0.04% No change 4,000 $215K
Kiley Juergens Wealth Management, LLC 0.03% No change 4,000 $215K
Canal Capital Management, LLC 0.03% New 4,000 $215K
Welch & Forbes LLC 0.00% New 4,000 $215K
Csenge Advisory Group 0.01% New 3,969 $213K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 3,952 $212K
Aptus Capital Advisors, LLC 0.00% Add +26.1% 3,895 $209K
NLB Skladi, upravljanje premozenja, d.o.o. 0.01% Reduce -22.2% 3,890 $209K
National Philanthropic Trust 0.00% No change 3,866 $208K
Coyle Financial Counsel LLC 0.04% Add +18.7% 3,863 $207K
Integrated Advisors Network LLC 0.01% Add +2.7% 3,856 $207K
Avidian Wealth Enterprises, LLC 0.01% Reduce -15.1% 3,821 $205K
Choate Investment Advisors 0.00% No change 3,806 $204K
Carter Financial Group, INC. 0.11% New 3,790 $203K
Savvy Advisors, Inc. 0.00% Add +17.4% 3,773 $203K
Venture Visionary Partners LLC 0.01% Reduce -11.0% 3,754 $202K
Baird Financial Group, Inc. 0.00% Reduce -9.1% 3,733 $200K
Hilltop National Bank 0.04% Reduce -8.4% 3,600 $193K
Washington Trust Advisors, Inc. 0.01% Reduce -1.7% 3,496 $188K
Barometer Capital Management Inc. 0.05% Reduce -98.4% 2,420 $185K
Vision Financial Markets LLC 0.16% Add +340000.0% 3,401 $183K
Provenance Wealth Advisors, LLC 0.02% No change 3,360 $180K
Dixon Mitchell Investment Counsel Inc. 0.01% Reduce -33.4% 3,345 $180K
NBT Bank, N.A. 0.01% Reduce -1.7% 3,271 $176K
Rhumbline Advisers 0.00% Add +11.8% 3,228 $173K
Atlas Capital Advisors Inc. 0.02% Add +2.4% 3,199 $172K
Chilton Capital Management LLC 0.01% No change 3,000 $161K
Smithfield Trust Co 0.01% Reduce -0.2% 2,978 $160K
Allworth Financial LP 0.00% Reduce -21.5% 2,972 $160K
EverSource Wealth Advisors, LLC 0.01% Reduce -24.0% 2,943 $158K
Harbour Investments, Inc. 0.00% Add +0.3% 2,812 $151K
10Elms LLP 0.06% No change 2,650 $142K
UMB Bank, n.a. 0.00% No change 2,646 $142K
NFSG Corp 0.02% New 2,550 $137K
Vestor Capital, LLC 0.01% Add +48.9% 1,322 $135K
Union Savings Bank 0.05% No change 2,475 $133K
EFG International AG 0.00% No change 2,385 $128K
Banque Transatlantique SA 0.00% No change 2,256 $121K
Basecamp Wealth Advisors LLC 0.02% Reduce -0.1% 2,242 $120K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -1.0% 2,204 $118K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -0.8% 2,175 $117K
Brown Brothers Harriman & Co. 0.00% Add +1.4% 2,095 $112K
Smartleaf Asset Management LLC 0.00% No change 2,071 $111K
GHP Investment Advisors, Inc. 0.00% No change 2,002 $107K
Hollencrest Capital Management 0.01% No change 2,000 $107K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $107K
Corient IA LP 0.10% Reduce -66.8% 1,980 $106K
CENTRAL TRUST Co 0.00% Add +0.6% 1,980 $106K
WealthCollab, LLC 0.03% Add +0.8% 1,732 $93K
Cary Street Partners Financial LLC 0.00% Add +0.6% 1,729 $93K
Cromwell Holdings LLC 0.04% No change 1,718 $92K
SHP Wealth Management 0.01% Add +13.4% 1,693 $91K
Atlantic Union Bankshares Corp 0.00% Add +5.1% 1,634 $88K
Rothschild Investment LLC 0.00% Add +39.6% 1,629 $87K
Cullen/Frost Bankers, Inc. 0.00% Reduce -81.2% 1,620 $87K
CoreCap Advisors, LLC 0.00% Add +0.6% 1,618 $87K
Nemes Rush Group LLC 0.01% No change 1,600 $86K
Covestor Ltd 0.05% No change 1,513 $81K
Blue Trust, Inc. 0.00% Reduce -12.3% 1,443 $77K
Richardson Financial Services Inc. 0.04% Add +76.4% 1,226 $66K
Legacy Bridge, LLC 0.02% No change 1,199 $64K
MTM Investment Management, LLC 0.02% No change 1,178 $63K
Rosenberg Matthew Hamilton 0.01% Add +51.3% 1,145 $61K
Ascentis Wealth Management, LLC 0.01% No change 1,120 $60K
Golden State Wealth Management, LLC 0.01% Add +0.2% 1,065 $57K
Sawyer & Company, Inc 0.02% Reduce -49.5% 1,040 $56K
Eastern Bank 0.00% Add +51.7% 1,024 $55K
Corsicana & Co. 0.03% No change 1,000 $54K
PlanVest Financial, Inc 0.04% No change 999 $54K
First Horizon Corp. 0.00% No change 910 $49K
AdvisorNet Financial, Inc 0.00% No change 887 $48K
GAMMA Investing LLC 0.00% Reduce -10.9% 879 $47K
Fairscale Capital, LLC 0.03% No change 870 $47K
Peoples Financial Services Corp. 0.02% Reduce -8.2% 838 $45K
Adirondack Trust Co. 0.01% Reduce -1.3% 826 $44K
Cassaday & Co Wealth Management LLC 0.00% No change 804 $43K
HM Payson & Co. 0.00% No change 785 $42K
SBI Securities Co., Ltd. 0.00% Reduce -2.8% 705 $38K
RMG Wealth Management LLC 0.00% No change 588 $38K
Essential Partners LLC 0.02% No change 696 $37K
True Wealth Design, LLC 0.01% Reduce -0.6% 664 $36K
HHM Wealth Advisors, LLC 0.00% Add +23.7% 647 $35K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 635 $34K
Hanson & Doremus Investment Management 0.00% Reduce -21.6% 619 $33K
Colonial Trust Co / SC 0.00% No change 588 $32K
PFS Partners, LLC 0.01% Add +0.5% 573 $31K
Salem Investment Counselors Inc. 0.00% No change 570 $31K
Westside Investment Management, Inc. 0.00% No change 564 $30K
Larson Financial Group LLC 0.00% Reduce -9.5% 531 $29K
Financial Perspectives, Inc 0.01% No change 524 $28K
LGT Financial Advisors LLC 0.14% Add +0.8% 507 $27K
Plante Moran Financial Advisors, LLC 0.00% New 503 $27K
IFG Advisory, LLC 0.00% New 501 $27K
Continuum Advisory, LLC 0.00% New 501 $27K
Valley National Advisers Inc. 0.00% No change 500 $27K
Beacon Investment Advisory Services, Inc. 0.00% No change 500 $27K
Versant Capital Management, Inc 0.00% Add +418.9% 493 $26K
TD Private Client Wealth LLC 0.00% Add +40.0% 483 $26K
Manchester Capital Management LLC 0.00% No change 427 $23K
SJS Investment Consulting Inc. 0.00% Add +11.9% 424 $23K
Bruce G. Allen Investments, LLC 0.01% Add +10.7% 415 $22K
Security National Bank of So Dak 0.01% New 400 $21K
Gen-Wealth Partners Inc 0.01% No change 400 $21K
Measured Wealth Private Client Group, LLC 0.01% No change 390 $21K
Cape Investment Advisory, Inc. 0.01% New 389 $21K
N.E.W. Advisory Services LLC 0.00% Reduce -28.5% 376 $20K
Bank of New Hampshire 0.00% No change 350 $19K
Physician Wealth Advisors, Inc. 0.00% Add +173.4% 339 $18K
Silver Grove Financial Group, Inc. 0.01% New 320 $17K
Caldwell Trust Co 0.00% Reduce -2.1% 320 $17K
Kilter Group LLC 0.01% Add +98.7% 316 $17K
Gables Capital Management Inc. 0.01% No change 300 $16K
Commonwealth Retirement Investments LLC 0.00% New 300 $16K
Motco 0.00% No change 300 $16K
Pinnacle Bancorp, Inc. 0.00% No change 294 $16K
Cornerstone Planning Group LLC 0.00% Reduce -17.1% 243 $16K
Leonteq Securities AG 0.00% Add +26.2% 289 $16K
Geneos Wealth Management Inc. 0.00% No change 289 $16K
Signature Equity Partners, LLC 0.01% Add +3.6% 289 $16K
Signature Resources Capital Management, LLC 0.01% No change 280 $15K
Anchor Investment Management, LLC 0.00% No change 280 $15K
SouthState Bank Corp 0.00% No change 279 $15K
Tradewinds Capital Management, LLC 0.00% No change 268 $14K
Wilmington Savings Fund Society, FSB 0.00% No change 260 $14K
Strengthening Families & Communities, LLC 0.00% Add +0.8% 259 $14K
Creative Capital Management Investments LLC 0.00% No change 257 $14K
Quent Capital, LLC 0.00% No change 255 $14K
Strategic Wealth Partners, Ltd. 0.00% No change 253 $14K
Regatta Research & Money Management 0.01% — 250 $13K
Lanark Financial, Inc. 0.00% Reduce -6.0% 249 $13K
Godfrey Financial Associates, Inc. 0.01% No change 241 $13K
SWAN Capital LLC 0.00% Reduce -40.0% 240 $13K
Fiduciary Financial Advisors 0.00% New 239 $13K
Parkside Financial Bank & Trust 0.00% Add +10.4% 222 $12K
Logan Capital Management Inc. 0.00% — 220 $12K
Bell Investment Advisors, Inc 0.00% No change 206 $11K
Core Alternative Capital 0.00% No change 206 $11K
Bare Financial Services, Inc 0.00% Add +99.0% 205 $11K
Capital Analysts, LLC 0.00% No change 199 $11K
Harborfront Financial Group LLC 0.04% — 201 $11K
Axiom Investment Management LLC 0.01% New 200 $11K
Concord Wealth Partners 0.00% New 200 $11K
Glen Eagle Advisors, LLC 0.00% Add +10.9% 194 $10K
Cornerstone Financial Management LLC 0.01% Add +114.0% 184 $10K
Oakworth Capital, Inc. 0.00% No change 172 $9K
Persistent Asset Partners Ltd 0.00% New 171 $9K
Plato Investment Management Ltd 0.00% New 166 $9K
Center for Financial Planning, Inc. 0.00% No change 150 $8K
CX Institutional 0.00% No change 154 $8K
MidFirst Bank 0.00% No change 137 $7K
St Germain D J Co. Inc. 0.00% New 135 $7K
Highline Wealth Partners LLC 0.00% Reduce -16.3% 123 $7K
Abound Wealth Management 0.00% No change 113 $6K
Horizon Financial Services, LLC 0.00% New 112 $6K
Gilpin Wealth Management, LLC 0.00% No change 108 $6K
Bfsg, LLC 0.00% No change 107 $6K
Global Trust Asset Management, LLC 0.00% No change 97 $5K
Nova Wealth Management, Inc. 0.00% New 87 $5K
City Holding Co. 0.00% No change 86 $5K
Park Square Financial Group, LLC 0.04% Add +15.9% 80 $4K
Boreal Capital Management LLC 0.00% No change 80 $4K
Kelleher Financial Advisors 0.00% New 78 $4K
Tounjian Advisory Partners, LLC 0.00% New 74 $4K
FWL Investment Management, LLC 0.00% Add +100.0% 74 $4K
Private Wealth Asset Management, LLC 0.00% No change 73 $4K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -21.7% 72 $4K
Rossby Financial, LCC 0.00% Add +12.7% 71 $4K
Solstein Capital, LLC 0.00% No change 70 $4K
Compass Financial Management LLC 0.00% — 58 $4K
CVA Family Office, LLC 0.00% No change 67 $4K
BOK Financial Private Wealth, Inc. 0.00% New 66 $4K
Dogwood Wealth Management LLC 0.00% No change 63 $3K
MV Capital Management, Inc. 0.00% Add +37.2% 59 $3K
Manning & Napier Advisors LLC 0.00% Reduce -99.9% 58 $3K
Financial Consulate, Inc. 0.00% Reduce -42.0% 58 $3K
CKW Financial Group 0.00% No change 50 $3K
Penserra Capital Management LLC 0.00% No change 72 $3K
Smallwood Wealth Investment Management, LLC 0.00% No change 50 $3K
DHJJ Financial Advisors, Ltd. 0.00% No change 50 $3K
JPL Wealth Management, LLC 0.00% No change 46 $2K
LRI Investments, LLC 0.00% New 46 $2K
CDKV Holdings LLC 0.00% No change 45 $2K
Fourth Dimension Wealth, LLC 0.00% No change 45 $2K
Triumph Capital Management 0.00% Reduce -43.4% 43 $2K
WPG Advisers, LLC 0.00% No change 41 $2K
Sittner & Nelson, LLC 0.00% New 41 $2K
LifeSteps Financial, Inc. 0.00% New 40 $2K
Valued Wealth Advisors LLC 0.00% No change 39 $2K
Raffa Wealth Management, LLC 0.00% No change 39 $2K
Elequin Capital, LP 0.00% New 35 $2K
Archer Investment Corp 0.00% Add +3.3% 31 $2K
Noble Wealth Management PBC 0.00% New 29 $2K
Horizon Investments, LLC 0.00% Reduce -46.1% 28 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 27 $1K
Buck Wealth Strategies, LLC 0.00% New 25 $1K
Caitlin John, LLC 0.00% No change 24 $1K
Tower Research Capital LLC (TRC) 0.00% New 24 $1K
North Star Investment Management Corp. 0.00% Add +10.0% 22 $1K
Avion Wealth 0.00% No change 24 $1K
First Command Advisory Services, Inc. 0.00% No change 18 $966
Nvest Wealth Strategies, Inc. 0.00% Add +41.7% 17 $913
Stone House Investment Management, LLC 0.00% New 5 $268
Princeton Global Asset Management LLC 0.00% No change 5 $248
Cordant, Inc. 0.00% New 5 $247

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