VistraVST

13F holders, Q3 2024 (September 30)
920holders +122
212new positions
95sold out
16famous investors
$118.81avg. 13F price*

At the end of Q3 2024, 920 institutions reported holding Vistra Corp. (VST) in their 13F filings, up 122 from Q2 2024. 212 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($3.4B) and FMR LLC ($2.7B). 16 famous investors held it, including Stephen Mandel (6.0% of Lone Pine Capital's portfolio), Dan Loeb (5.1% of Third Point's portfolio) and David Tepper (2.2% of Appaloosa's portfolio).

Company
Vistra Corp.
Sector
Utilities
CUSIP
92840M102
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions212$1.2B
Exits95$633.6M

All 13F filers, Q2 2024 → Q3 2024: 33,536,390 shares bought and 42,646,264 shares sold, net −9,109,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 920 holders

Vanguard Group Inc. 0.09% Add +1.3% 43,738,773 $5.2B
BlackRock, Inc. 0.07% — 28,343,569 $3.4B
FMR LLC 0.17% Reduce -15.0% 22,908,240 $2.7B
State Street Corp. 0.08% Add +6.8% 16,355,255 $1.9B
Geode Capital Management, LLC 0.08% Reduce -0.6% 8,320,188 $983.0M
Morgan Stanley 0.06% Add +19.7% 7,285,996 $863.7M
Lone Pine Capital 6.02% Reduce -0.5% 6,806,291 $806.8M
Invesco Ltd. 0.13% Add +8.3% 5,530,837 $655.6M
Dimensional Fund Advisors LP 0.13% Reduce -6.9% 4,630,961 $549.0M
Massachusetts Financial Services Co. 0.14% Add +51.1% 3,826,631 $453.6M
Janus Henderson Group PLC 0.23% Add +36.0% 3,781,908 $448.3M
Franklin Resources Inc. 0.13% Reduce -7.1% 3,333,380 $440.9M
Third Point 5.11% Reduce -29.0% 3,175,000 $376.4M
Bank of America Corp. 0.03% Add +11.8% 3,144,157 $372.7M
Bank of New York Mellon Corp 0.07% Reduce -17.8% 3,135,420 $371.7M
Neuberger Berman Group LLC 0.28% Reduce -2.9% 3,023,583 $358.4M
UBS Group AG 0.10% Add +26.1% 2,985,346 $353.9M
Wellington Management Group LLP 0.06% Reduce -31.7% 2,912,564 $345.3M
Norges Bank 0.05% Add +16.1% 2,902,116 $344.0M
LSV Asset Management 0.73% Reduce -21.9% 2,868,160 $340.0M
Coatue Management 1.25% Reduce -29.0% 2,828,662 $335.3M
JPMorgan Chase & Co. 0.03% Reduce -15.0% 2,823,636 $334.7M
Northern Trust Corp. 0.05% Reduce -1.4% 2,729,770 $323.6M
Castle Hook Partners LP 9.26% Add +33.5% 2,610,273 $309.4M
Jennison Associates LLC 0.18% Reduce -3.4% 2,380,485 $282.2M
Alkeon Capital Management LLC 1.44% Reduce -49.7% 2,221,890 $263.4M
Charles Schwab Investment Management Inc. 0.05% Reduce -27.8% 2,141,025 $253.8M
Rubric Capital Management LP 4.12% Add +60.1% 2,125,000 $251.9M
Jacobs Levy Equity Management, Inc. 0.96% Reduce -5.2% 2,099,243 $248.8M
Clearbridge Investments, LLC 0.19% Add +5.4% 2,008,215 $238.1M
Goldman Sachs Group Inc. 0.04% Add +1.3% 1,951,660 $231.3M
T. Rowe Price Associates Inc. 0.03% Add +27.8% 1,939,515 $229.9M
Viking Global Investors 0.79% New 1,837,021 $217.8M
Thrivent Financial for Lutherans 0.40% Add +43.0% 1,755,723 $208.1M
Ameriprise Financial Inc. 0.05% Add +13.6% 1,699,621 $201.5M
Nuveen Asset Management, LLC 0.05% Add +19.2% 1,604,353 $190.2M
Assetmark, Inc. 0.54% Reduce -13.7% 1,585,442 $187.9M
Reaves W H & Co. Inc. 5.04% Add +4.9% 1,554,638 $184.3M
BNP Paribas Financial Markets 0.18% Add +103.7% 1,507,487 $178.7M
American Century Companies Inc. 0.10% Add +6.8% 1,479,313 $175.4M
Legal & General Group Plc 0.05% Reduce -0.5% 1,474,641 $174.8M
Maple Rock Capital Partners Inc. 8.97% Add +12.7% 1,331,714 $157.9M
Eagle Asset Management Inc. 0.80% Add +131.4% 1,099,192 $156.0M
Appaloosa 2.25% New 1,270,388 $150.6M
Deutsche Bank AG 0.06% Add +145.3% 1,235,750 $146.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +7.0% 1,190,707 $141.1M
Sapient Capital LLC 2.79% Add +0.1% 1,173,495 $139.1M
Two Sigma Investments, LP 0.32% New 1,144,829 $135.7M
Barclays PLC 0.06% Reduce -6.6% 1,124,427 $133.3M
Bridgewater Associates 0.75% Add +135.3% 1,116,282 $132.3M
Arrowstreet Capital, Limited Partnership 0.10% Add +10.3% 1,039,364 $123.2M
Swiss National Bank 0.08% Add +0.1% 1,031,473 $122.3M
Royal Bank of Canada 0.03% Reduce -31.1% 1,024,203 $121.4M
TD Asset Management Inc 0.11% Reduce -62.5% 1,019,386 $120.0M
Renaissance Technologies 0.17% Add +71.9% 947,551 $112.3M
Amundi 0.04% Add +158.6% 857,042 $109.7M
Man Group plc 0.31% Reduce -45.0% 902,934 $107.0M
Victory Capital Management Inc. 0.10% Add +41.1% 893,952 $106.0M
Merewether Investment Management, LP 4.81% Reduce -54.1% 879,979 $104.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -0.3% 864,538 $102.5M
HSBC Holdings PLC 0.06% Reduce -2.3% 842,339 $100.1M
Pictet Asset Management Holding SA 0.11% Reduce -6.3% 835,985 $99.1M
Federated Hermes, Inc. 0.22% Reduce -41.4% 833,564 $98.8M
Artemis Investment Management LLP 1.50% Add +400.9% 827,000 $98.0M
Allianz Asset Management GmbH 0.15% Reduce -30.2% 819,943 $97.2M
Russell Investments Group, Ltd. 0.14% Reduce -12.2% 806,583 $95.6M
Sound Shore Management Inc 3.03% Reduce -2.3% 785,100 $93.1M
Ensign Peak Advisors, Inc 0.15% Add +24.2% 728,089 $86.3M
Forest Avenue Capital Management LP 10.43% Add +35.5% 725,089 $86.0M
Canada Pension Plan Investment Board 0.08% Add +173.4% 697,967 $82.7M
ArrowMark Colorado Holdings LLC 1.05% Reduce -0.8% 690,140 $81.8M
National Pension Service 0.08% Add +64.4% 688,370 $81.6M
Rhumbline Advisers 0.07% Add +5.4% 688,067 $81.6M
Eventide Asset Management, LLC 1.38% Add +37.0% 676,388 $80.2M
California Public Employees Retirement System 0.05% Reduce -5.0% 659,607 $78.2M
National Bank of Canada 0.10% Add +568.0% 655,368 $77.7M
Korea Investment CORP 0.18% Add +10.9% 639,144 $75.8M
Raymond James & Associates 0.05% Add +17.8% 625,298 $74.1M
Encompass Capital Advisors LLC 3.54% Add +104.7% 613,972 $72.8M
Tortoise Capital Advisors, L.L.C. 0.93% Add +40.4% 606,072 $71.8M
Rokos Capital Management LLP 2.59% No change 601,604 $71.3M
Two Sigma Advisers, LP 0.17% New 596,869 $70.8M
Point72 Asset Management 0.25% Reduce -61.4% 593,306 $70.3M
Glendon Capital Management LP 4.24% No change 578,893 $68.6M
AQR Capital Management 0.09% Reduce -9.7% 563,635 $66.1M
Principal Financial Group Inc. 0.04% Reduce -42.3% 550,824 $65.3M
Palestra Capital Management LLC 2.10% New 537,745 $63.7M
Agf Management Ltd. 0.32% Add +0.1% 534,699 $63.4M
Bank of Montreal 0.03% Add +80.0% 535,553 $63.0M
Alliancebernstein L.P. 0.02% Add +16.1% 529,419 $62.8M
Guyasuta Investment Advisors Inc. 3.66% Reduce -32.7% 500,448 $59.3M
Voya Investment Management LLC 0.07% Add +20.3% 497,296 $58.9M
Adage Capital Partners Gp, L.L.C. 0.10% Add +3.8% 493,800 $58.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +9.1% 477,567 $56.6M
Qube Research & Technologies Ltd 0.10% Add +22849.9% 471,162 $55.9M
Public Sector Pension Investment Board 0.29% Add +730.9% 460,072 $54.5M
Vaughan Nelson Investment Management, L.P. 0.48% Add +194.8% 456,207 $54.1M
CloudAlpha Capital Management Limited/Hong Kong 7.41% Add +2139.3% 447,768 $53.1M
Wells Fargo & Company 0.01% Add +59.8% 432,725 $51.3M
Millennium Management 0.05% Reduce -62.3% 432,147 $51.2M
California State Teachers Retirement System 0.06% Reduce -5.7% 431,421 $51.1M
Energy Income Partners, LLC 1.10% Add +32.1% 431,404 $51.1M
Sei Investments Co. 0.07% Add +39.9% 423,968 $50.3M
First Trust Advisors LP 0.05% Reduce -13.1% 413,344 $49.0M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -24.0% 397,205 $47.1M
Duquesne Family Office 1.63% Reduce -85.1% 391,355 $46.4M
Steadfast Capital Management LP 1.06% Reduce -50.2% 385,000 $45.6M
Cinctive Capital Management LP 2.57% Reduce -20.8% 377,570 $44.8M
NewEdge Wealth, LLC 0.79% Add +5.4% 368,305 $43.7M
Discovery Capital Management, LLC / CT 5.44% New 367,000 $43.5M
State Board of Administration of Florida Retirement System 0.08% Reduce -4.4% 366,890 $43.5M
Cobalt Capital Management, Inc. 19.23% Add +46.3% 365,000 $43.3M
Beach Investment Counsel Inc. 5.24% Reduce -1.5% 357,068 $42.3M
River Road Asset Management, LLC 0.55% Reduce -39.0% 354,309 $42.0M
Fullerton Fund Management Co Ltd. 1.76% Reduce -14.6% 353,561 $41.9M
PointState Capital LP 1.09% New 335,948 $39.8M
Westfield Capital Management Co. LP 0.18% Add +18.0% 327,122 $38.8M
Avala Global LP 2.55% New 326,100 $38.7M
Aventail Capital Group, LP 2.21% Reduce -49.4% 316,972 $37.6M
Ratan Capital Management LP 9.94% Add +20.9% 311,100 $36.9M
Loomis Sayles & Co. L P 0.05% Reduce -16.2% 305,753 $36.2M
New York State Teachers Retirement System 0.07% Reduce -0.6% 301,788 $35.8M
Kirr Marbach & Co. LLC 7.95% Add +0.2% 300,285 $35.6M
Intech Investment Management LLC 0.38% Add +37.7% 284,639 $33.7M
Walleye Trading LLC 0.79% Add +24.8% 276,912 $32.8M
Carmel Capital Management L.L.C. 11.83% Reduce -1.3% 266,089 $31.5M
Two Seas Capital LP 5.12% Reduce -19.6% 252,666 $30.0M
Zweig-DiMenna Associates LLC 3.04% Reduce -5.7% 252,573 $29.9M
Blue Grotto Capital, LLC 5.50% New 250,000 $29.6M
Los Angeles Capital Management LLC 0.12% Add +29.9% 249,951 $29.6M
Citigroup Inc. 0.03% Reduce -69.9% 238,394 $28.3M
Allspring Global Investments Holdings, LLC 0.04% Add +43.0% 235,198 $27.9M
Prudential Financial Inc. 0.04% Reduce -3.0% 232,803 $27.6M
Panagora Asset Management Inc. 0.13% Reduce -1.2% 232,467 $27.6M
Valiant Capital Management, L.P. 3.73% New 230,100 $27.3M
Manufacturers Life Insurance Company, The 0.02% Add +3.9% 228,569 $27.1M
Hancock Whitney Corp. 0.84% Add +214.0% 220,428 $26.1M
Vision Capital Corp 6.43% New 219,000 $26.0M
Senator Investment Group LP 1.18% Reduce -23.6% 210,000 $24.9M
Verition Fund Management LLC 0.18% Add +16.6% 202,166 $24.0M
Chilton Investment Co. Inc. 0.63% Add +906.7% 201,797 $23.9M
State of Wisconsin Investment Board 0.06% Reduce -16.9% 200,983 $23.8M
Night Owl Capital Management, LLC 3.24% Add +3.2% 199,673 $23.7M
LPL Financial LLC 0.01% Add +11.4% 199,238 $23.6M
Empire Life Investments Inc. 1.40% New 194,266 $23.0M
Citadel Advisors 0.02% Reduce -80.9% 188,811 $22.4M
Anatole Investment Management Ltd 6.21% New 184,800 $21.9M
Chevy Chase Trust Holdings, LLC 0.07% Add +3.3% 184,354 $21.9M
Calamos Advisors LLC 0.15% New 180,442 $21.4M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.56% Add +50.4% 179,000 $21.2M
Public Employees Retirement System of Ohio 0.09% Add +3.6% 177,664 $21.1M
Sanctuary Advisors, LLC 0.13% Add +41.9% 129,237 $20.9M
BOCHK Asset Management Ltd 6.19% Reduce -4.0% 175,400 $20.8M
CANADA LIFE ASSURANCE Co 0.04% Add +1.4% 170,754 $20.3M
Susquehanna International Group, LLP 0.03% Reduce -43.9% 169,384 $20.1M
Wedge Capital Management L L P 0.34% Add +4.0% 168,166 $19.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +260.9% 165,699 $19.6M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -10.0% 166,220 $19.6M
Zimmer Partners, LP 0.37% Reduce -40.1% 165,000 $19.6M
Hartree Partners, LP 5.63% Reduce -55.5% 164,750 $19.5M
QRG Capital Management, Inc. 0.21% Reduce -37.1% 163,046 $19.3M
Twin Tree Management, LP 0.44% Reduce -82.5% 161,354 $19.1M
State of Tennessee, Department of Treasury 0.07% Add +25.4% 160,735 $19.1M
Janney Montgomery Scott LLC 0.05% Add +9.5% 159,668 $18.9M
New York State Common Retirement Fund 0.03% Reduce -21.6% 157,565 $18.7M
Envestnet Asset Management Inc. 0.01% Reduce -11.2% 153,917 $18.2M
Kornitzer Capital Management Inc. 0.34% Add +480.4% 152,891 $18.1M
Treasurer of the State of North Carolina 0.07% Add +0.4% 150,557 $17.8M
First Sabrepoint Capital Management LP 6.86% New 150,000 $17.8M
Ogborne Capital Management, LLC 5.02% New 150,000 $17.8M
Toronto Dominion Bank 0.03% Reduce -9.3% 147,345 $17.5M
Comerica Bank 0.07% Add +7.1% 144,766 $17.2M
GTS Securities LLC 0.34% Add +246.3% 142,215 $16.9M
Empowered Funds, LLC 0.27% Add +174.9% 142,165 $16.9M
Moore Capital Management, LP 0.53% Reduce -20.9% 141,577 $16.8M
Andra AP-fonden 0.24% Reduce -26.1% 139,700 $16.6M
Segra Capital Management, LLC 6.04% New 130,700 $15.5M
Asset Management One Co., Ltd. 0.05% Add +0.4% 130,149 $15.4M
State of New Jersey Common Pension Fund D 0.06% No change 129,169 $15.3M
Corient Private Wealth LP 0.02% Reduce -16.3% 128,558 $15.2M
BI Asset Management Fondsmaeglerselskab A/S 0.26% Add +62.2% 126,518 $15.0M
Holocene Advisors, LP 0.06% Reduce -55.1% 125,701 $14.9M
Riposte Capital LLC 7.57% Reduce -24.2% 125,000 $14.8M
Maplelane Capital, LLC 1.70% Reduce -73.7% 123,000 $14.6M
Aberdeen Group plc 0.03% Reduce -44.1% 122,246 $14.6M
Mercer Global Advisors Inc. 0.03% Reduce -36.2% 118,235 $14.5M
Sirios Capital Management L P 2.52% Add +168.3% 119,932 $14.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +94.0% 117,974 $14.0M
Quadrature Capital Ltd 0.32% Add +11.3% 117,536 $13.9M
M&R Capital Management Inc. 3.06% Add +38929.0% 117,087 $13.9M
Squarepoint Ops LLC 0.04% Add +1185.9% 113,818 $13.5M
Mariner, LLC 0.02% Reduce -8.8% 113,222 $13.4M
AE Wealth Management LLC 0.12% New 110,723 $13.1M
Columbus Hill Capital Management, L.P. 2.85% New 110,000 $13.0M
Atika Capital Management LLC 1.39% Reduce -21.4% 110,000 $13.0M
Navellier & Associates Inc. 1.76% Reduce -6.3% 109,278 $13.0M
Nisa Investment Advisors, LLC 0.08% Add +104.1% 107,141 $12.7M
HighTower Advisors, LLC 0.02% Add +5.0% 105,227 $12.5M
MetLife Investment Management, LLC 0.07% Add +1.6% 105,032 $12.5M
Nomura Asset Management Co. Ltd. 0.04% Reduce -2.4% 104,469 $12.4M
Resona Asset Management Co.,Ltd. 0.07% Reduce -1.7% 104,516 $12.4M
Goldentree Asset Management LP 1.04% New 103,664 $12.3M
Natixis Advisors, LLC 0.02% Add +57.2% 102,853 $12.2M
Sagefield Capital LP 1.31% Add +20.8% 102,066 $12.1M
State of Michigan Retirement System 0.06% Add +4.4% 100,600 $11.9M
Arizona State Retirement System 0.07% Add +4.2% 99,547 $11.8M
Walleye Capital LLC 0.14% Reduce -62.7% 98,825 $11.7M
Cetera Investment Advisers 0.03% Add +1.2% 97,811 $11.6M
Pinebridge Investments, L.P. 0.09% New 96,670 $11.5M
Picton Mahoney Asset Management 0.43% Add +45.4% 94,343 $11.2M
Simplex Trading, LLC 0.38% New 93,922 $11.1M
CastleKnight Management LP 1.35% Add +1142.7% 93,200 $11.0M
D. E. Shaw & Co. 0.02% Reduce -38.1% 92,035 $10.9M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.28% Add +206.3% 91,900 $10.9M
Corebridge Financial, Inc. 0.06% Add +1.2% 91,590 $10.9M
Gateway Investment Advisers LLC 0.12% New 91,422 $10.8M
NewEdge Advisors, LLC 0.07% Add +32.5% 89,958 $10.7M
Caisse de depot et placement du Quebec 0.02% Reduce -90.2% 89,822 $10.6M
Illinois Municipal Retirement Fund 0.15% No change 87,078 $10.3M
DSC Meridian Capital LP 9.16% New 85,809 $10.2M
Hudson Bay Capital Management LP 0.08% Add +114.3% 85,735 $10.2M
Kovack Advisors, Inc. 1.07% Reduce -0.5% 85,150 $10.1M
Teacher Retirement System of Texas 0.05% Reduce -56.0% 84,033 $10.0M
Royal London Asset Management Ltd. 0.02% Reduce -10.5% 83,771 $9.9M
SPX Gestao de Recursos Ltda 1.32% New 83,333 $9.9M
DNB Asset Management AS 0.04% Add +4.1% 83,330 $9.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -45.8% 82,776 $9.8M
JBF Capital, Inc. 1.42% Add +45.5% 80,000 $9.5M
Resolute Capital Asset Partners LLC 4.93% Add +23.1% 80,000 $9.5M
Retirement Systems of Alabama 0.04% Add +9.6% 78,965 $9.4M
Amalgamated Bank 0.07% Add +7.0% 76,557 $9.1M
Xponance LLC 0.09% Reduce -2.8% 75,984 $9.0M
Balyasny Asset Management L.P. 0.02% Reduce -62.9% 75,351 $8.9M
Ancora Advisors LLC 0.20% Reduce -12.5% 74,934 $8.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.06% Add +4.3% 74,790 $8.9M
Robeco Institutional Asset Management B.V. 0.02% Add +3.8% 74,354 $8.8M
Oppenheimer & Co. Inc. 0.13% Add +26.1% 72,383 $8.6M
Pallas Capital Advisors LLC 0.37% Reduce -7.3% 68,138 $8.6M
AustralianSuper Pty Ltd 0.04% Reduce -17.8% 71,880 $8.5M
Chicago Capital, LLC 0.23% Add +0.0% 71,163 $8.4M
TCW Group Inc. 0.07% Reduce -30.1% 71,041 $8.4M
Osaic Holdings, Inc. 0.02% Add +32.4% 70,972 $8.4M
Czech National Bank 0.08% Add +12.4% 69,987 $8.3M
Stifel Financial Corp. 0.01% Reduce -34.5% 69,053 $8.2M
Westover Capital Advisors, LLC 1.54% Reduce -3.0% 67,457 $8.0M
Nexpoint Asset Management, L.P. 0.96% No change 66,500 $7.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -2.1% 65,679 $7.8M
Worldquant Millennium Advisors LLC 0.06% New 64,656 $7.7M
Campbell Capital Management Inc. 3.03% Add +822.9% 64,602 $7.7M
Redwood Investment Management, LLC 0.68% Reduce -33.8% 64,877 $7.6M
Bensler, LLC 0.96% Add +15.6% 64,116 $7.6M
IFM Investors Pty Ltd 0.07% Reduce -20.6% 63,716 $7.6M
Vident Advisory, LLC 0.19% Reduce -8.3% 63,143 $7.5M
OnyxPoint Global Management LP 4.36% Add +76.7% 62,200 $7.4M
L & S Advisors Inc 0.86% New 61,904 $7.3M
Candelo Capital Management LP 4.60% Add +5.1% 60,300 $7.1M
Alden Global Capital LLC 7.58% New 59,265 $7.0M
Daiwa Securities Group Inc. 0.03% Add +11.4% 58,387 $6.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -13.0% 57,973 $6.9M
PGGM Investments 0.09% Add +18.9% 57,671 $6.8M
Covalis Capital LLP 1.02% Reduce -69.8% 57,655 $6.8M
PEAK6 Investments LLC 0.34% New 57,350 $6.8M
Bridgeway Capital Management, LLC 0.15% Reduce -10.1% 57,100 $6.8M
Utah Retirement Systems 0.08% Add +0.3% 57,027 $6.8M
Hudson Capital Management LLC 2.19% Reduce -2.3% 55,904 $6.6M
Macquarie Group Ltd. 0.01% Reduce -33.4% 55,820 $6.6M
Yousif Capital Management, LLC 0.07% Add +0.2% 55,283 $6.6M
Nippon Life Global Investors Americas, Inc. 0.28% Reduce -81.8% 54,060 $6.4M
Aquatic Capital Management LLC 0.16% Add +187.9% 52,400 $6.2M
Guggenheim Capital LLC 0.04% Add +88.3% 52,399 $6.2M
Cerity Partners LLC 0.01% Add +10.1% 52,268 $6.2M
MBB Public Markets I LLC 0.52% Reduce -33.8% 51,928 $6.2M
Hodges Capital Management Inc. 0.39% Add +98.6% 51,924 $6.2M
Wealthfront Advisers LLC 0.02% Reduce -0.3% 51,813 $6.1M
Integrated Advisors Network LLC 0.29% New 51,673 $6.1M
Knights of Columbus Asset Advisors LLC 0.40% Add +422.5% 51,596 $6.1M
3Chopt Investment Partners, LLC 2.17% Reduce -0.9% 51,209 $6.1M
Independent Advisor Alliance 0.22% Add +345.3% 51,209 $6.1M
CIBC Asset Management Inc 0.02% Add +12.4% 50,380 $6.0M
Mitchell Capital Management Co. 1.04% Reduce -27.6% 50,343 $6.0M
Rheos Capital Works Inc. 0.31% No change 50,000 $5.9M
Cresset Asset Management, LLC 0.02% Add +17.3% 48,424 $5.7M
Dorsey Wright & Associates 1.35% Reduce -43.7% 48,210 $5.7M
ExodusPoint Capital Management, LP 0.06% Reduce -90.1% 47,894 $5.7M
Silvant Capital Management LLC 0.25% New 47,730 $5.7M
Cibc World Markets Corp. 0.04% Add +8.2% 46,816 $5.5M
Trivest Advisors Ltd 0.32% New 46,800 $5.5M
J. Safra Sarasin Holding AG 0.10% Reduce -6.9% 46,536 $5.5M
New York Life Investment Management LLC 0.05% Add +1.7% 45,947 $5.4M
ProShare Advisors LLC 0.01% Reduce -3.7% 45,649 $5.4M
Forsta Ap-Fonden 0.04% Reduce -28.2% 44,500 $5.3M
Vanguard Personalized Indexing Management, LLC 0.08% Add +4.3% 44,361 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +9.4% 44,351 $5.3M
Signet Financial Management, LLC 0.65% Add +1.8% 43,260 $5.1M
Captrust Financial Advisors 0.02% Add +2.5% 42,970 $5.1M
Rafferty Asset Management, LLC 0.02% Add +21.0% 42,854 $5.1M
Alaska Permanent Fund Corp 0.07% No change 42,709 $5.1M
Bessemer Group Inc. 0.01% Add +1015.9% 42,327 $5.0M
Mutual of America Capital Management LLC 0.05% Add +2.7% 42,298 $5.0M
Caxton Associates LP 0.23% Reduce -44.8% 42,161 $5.0M
HRT Financial LP 0.02% Reduce -94.9% 42,123 $5.0M
Nissay Asset Management Corp. /Japan 0.03% Add +2.8% 41,963 $5.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +104.8% 41,859 $5.0M
HBK Sorce Advisory LLC 0.15% Reduce -3.0% 41,046 $4.9M
DRW Securities, LLC 0.27% New 41,002 $4.9M
Sandler Capital Management 0.94% New 41,000 $4.9M
Entropy Technologies, LP 0.51% Add +18.6% 40,578 $4.8M
Gunderson Capital Management LLC 2.03% Add +21.9% 40,401 $4.8M
Kingdon Capital Management, L.L.C. 0.70% No change 40,000 $4.7M
State of Alaska, Department of Revenue 0.05% Add +12.4% 39,925 $4.7M
Sterling Capital Management LLC 0.06% — 39,804 $4.7M
Phoenix Financial Ltd. 0.07% Add +37.6% 38,941 $4.6M
Bank of Nova Scotia 0.01% Add +21.3% 38,903 $4.6M
BNP Paribas 0.19% New 38,286 $4.5M
Qsemble Capital Management, LP 0.82% Add +4.3% 37,628 $4.5M
SG Americas Securities, LLC 0.02% Reduce -27.3% 37,307 $4.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +2.6% 36,685 $4.3M
Flputnam Investment Management Co. 0.08% Reduce -8.9% 36,865 $4.3M
Public Employees Retirement Association of Colorado 0.02% No change 36,601 $4.3M
Aperture Investors, LLC 0.55% Add +27.7% 36,433 $4.3M
Tidal Investments LLC 0.05% Reduce -5.3% 36,381 $4.3M
Crossmark Global Holdings, Inc. 0.08% Reduce -15.7% 36,255 $4.3M
Cibc World Market Inc. 0.01% Add +5.1% 36,159 $4.3M
Gotham Asset Management 0.04% Reduce -24.5% 35,646 $4.2M
Vinva Investment Management Ltd 0.18% Reduce -3.1% 35,855 $4.2M
Investment Management Corp of Ontario 0.09% Add +12.0% 35,480 $4.2M
Advisory Services Network, LLC 0.09% No change 48,883 $4.2M
OMERS ADMINISTRATION Corp 0.04% Reduce -9.6% 34,865 $4.1M
Zacks Investment Management 0.04% Add +6.7% 34,690 $4.1M
iA Global Asset Management Inc. 0.07% Add +86.9% 33,934 $4.0M
M&T Bank Corp 0.01% Reduce -16.4% 33,764 $4.0M
Doheny Asset Management 2.71% Add +101.0% 33,545 $4.0M
Mackenzie Financial Corp. 0.01% Reduce -59.3% 32,877 $3.9M
Denali Advisors LLC 0.41% New 32,497 $3.9M
Premier Fund Managers Ltd 0.14% No change 32,500 $3.8M
Seven Eight Capital, LP 0.34% Reduce -46.3% 31,992 $3.8M
Alyeska Investment Group, L.P. 0.02% New 31,535 $3.7M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -28.7% 31,142 $3.7M
Creative Planning 0.00% Add +33.3% 31,052 $3.7M
Elo Mutual Pension Insurance Co 0.08% Reduce -2.0% 30,863 $3.7M
Jefferies Financial Group Inc. 0.06% New 30,793 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -22.9% 30,639 $3.6M
Oregon Public Employees Retirement Fund 0.07% Add +5.3% 29,498 $3.5M
Beaconlight Capital, LLC 1.44% Reduce -31.5% 29,433 $3.5M
XTX Topco Ltd 0.25% Add +125.7% 29,267 $3.5M
Quantedge Capital Pte Ltd 1.03% Add +49.0% 29,200 $3.5M
Quarry LP 1.10% Add +5.2% 29,140 $3.5M
1832 Asset Management L.P. 0.01% Reduce -15.3% 29,005 $3.4M
Temasek Holdings (Private) Ltd 0.01% New 28,419 $3.4M
Strategic Global Advisors, LLC 0.66% Reduce -1.0% 28,115 $3.3M
Wolverine Trading, LLC 0.09% Add +460.3% 28,220 $3.3M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -41.7% 27,481 $3.3M
Quantitative Investment Management, LLC 0.32% New 27,229 $3.2M
Adams Diversified Equity Fund, Inc. 0.12% Add +79.0% 27,200 $3.2M
UniSuper Management Pty Ltd 0.02% Add +9.9% 27,136 $3.2M
CSS LLC 0.58% Reduce -1.8% 27,100 $3.2M
Polymer Capital Management (HK) LTD 0.74% New 27,032 $3.2M
Gulf International Bank (UK) Ltd 0.08% Reduce -4.0% 26,915 $3.2M
First Dallas Securities Inc. 1.32% Reduce -23.4% 26,615 $3.2M
Anthracite Investment Company, Inc. 1.49% Reduce -51.8% 26,520 $3.1M
Bison Wealth, LLC 0.50% Reduce -28.1% 26,374 $3.1M
Aigen Investment Management, LP 0.61% Add +6.8% 26,329 $3.1M
Tabor Asset Management, LP 1.49% New 26,118 $3.1M
KBC Group NV 0.01% No change 25,802 $3.1M
Pacer Advisors, Inc. 0.01% Add +7.5% 25,471 $3.0M
Lazard Asset Management LLC 0.00% Reduce -49.0% 25,098 $3.0M
Miller Howard Investments Inc. 0.09% Reduce -4.5% 24,860 $2.9M
Advisors Preferred, LLC 0.45% New 24,039 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -57.7% 24,697 $2.9M
Metis Global Partners, LLC 0.09% Add +129.4% 24,169 $2.9M
Kentucky Retirement Systems 0.08% New 23,934 $2.8M
Stamos Capital Partners, L.P. 0.67% Add +32.0% 23,870 $2.8M
DekaBank Deutsche Girozentrale 0.01% Reduce -10.8% 23,785 $2.8M
Bokf, NA 0.05% Add +109468.4% 20,818 $2.8M
Atria Investments, Inc 0.03% Reduce -16.9% 23,081 $2.7M
Quantinno Capital Management LP 0.04% Add +31.7% 23,074 $2.7M
Mutual Advisors, LLC 0.08% Add +444.3% 21,267 $2.7M
Strategic Investment Advisors / MI 0.29% Add +2.0% 22,349 $2.6M
Mizuho Securities USA LLC 0.06% Reduce -11.6% 22,278 $2.6M
Burford Brothers, Inc. 1.37% Add +5.5% 22,127 $2.6M
MML Investors Services, LLC 0.01% Reduce -0.9% 21,798 $2.6M
Nokomis Capital, L.L.C. 1.15% Reduce -24.5% 21,764 $2.6M
Hartford Investment Management Co. 0.08% Add +3.4% 21,700 $2.6M
B.O.S.S. Retirement Advisors, LLC 0.52% New 21,687 $2.6M
Rockefeller Capital Management L.P. 0.01% Add +68.5% 21,474 $2.5M
PNC Financial Services Group, Inc. 0.00% Add +90.7% 21,291 $2.5M
Advisors Asset Management, Inc. 0.05% Add +61.1% 21,135 $2.5M
Fox Hill Wealth Management 1.38% Reduce -7.3% 21,098 $2.5M
Estate Counselors, LLC 0.26% Reduce -37.9% 20,930 $2.5M
STRS Ohio 0.01% Reduce -90.3% 20,642 $2.4M
Ninepoint Partners LP 0.32% Add +80.5% 20,621 $2.4M
Harvest Fund Management Co., Ltd 0.15% Reduce -11.6% 20,608 $2.4M
SteelPeak Wealth, LLC 0.11% Reduce -21.1% 20,486 $2.4M
Profund Advisors LLC 0.09% Add +10.4% 20,262 $2.4M
First Trust Investment Solutions L.P. 0.27% Reduce -20.4% 20,067 $2.4M
Employees Provident Fund Board 0.03% New 20,000 $2.4M
Oak Grove Capital LLC 0.52% New 19,850 $2.4M
SIR Capital Management, L.P. 0.23% Reduce -84.4% 19,812 $2.3M
Steward Partners Investment Advisory, LLC 0.02% Add +397.3% 19,698 $2.3M
Maryland State Retirement & Pension System 0.05% Reduce -27.1% 19,578 $2.3M
Rakuten Investment Management, Inc. 0.01% Add +37.6% 19,538 $2.3M
Brigade Capital Management, LP 1.63% Reduce -10.6% 19,392 $2.3M
Louisiana State Employees Retirement System 0.04% Add +4.3% 19,300 $2.3M
Securian Asset Management, Inc. 0.07% Add +1.2% 19,001 $2.3M
Castleark Management LLC 0.09% Add +344.7% 18,990 $2.3M
Mediolanum International Funds Ltd 0.03% Reduce -32.6% 19,021 $2.2M
Wolverine Asset Management LLC 0.22% Add +100.4% 18,458 $2.2M
Nordea Investment Management AB 0.00% No change 18,396 $2.2M
CI Investments Inc. 0.01% Add +0.1% 18,396 $2.2M
Oddo BHF Asset Management Sas 0.11% — 18,382 $2.2M
Easterly Investment Partners LLC 0.17% No change 18,000 $2.1M
Exchange Traded Concepts, LLC 0.05% Reduce -75.5% 17,893 $2.1M
Crestline Management, L.P. 0.12% New 17,771 $2.1M
Glenmede Trust Co. NA 0.01% Add +49.2% 17,560 $2.1M
Tower Research Capital LLC (TRC) 0.05% Reduce -75.5% 17,164 $2.0M
O'shaughnessy Asset Management, LLC 0.02% Reduce -5.6% 15,180 $2.0M
JAT Capital Mgmt LP 0.34% Reduce -90.8% 16,897 $2.0M
Engineers Gate Manager LP 0.04% Reduce -87.1% 16,693 $2.0M
Avantax Advisory Services, Inc. 0.01% Add +11.4% 16,669 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -3.8% 16,511 $2.0M
Greenleaf Trust 0.02% Add +3.9% 16,313 $1.9M
Voloridge Investment Management, LLC 0.01% New 16,302 $1.9M
US Bancorp \de 0.00% Reduce -0.6% 16,193 $1.9M
Belpointe Asset Management LLC 0.11% Add +27.6% 16,039 $1.9M
New Mexico Educational Retirement Board 0.06% Reduce -5.3% 16,000 $1.9M
K2 Principal Fund, L.P. 0.95% Add +39.7% 16,000 $1.9M
Cornercap Investment Counsel Inc. 0.56% Reduce -31.8% 15,883 $1.9M
Kestra Investment Management, LLC 0.08% Add +136.3% 15,836 $1.9M
Meeder Asset Management Inc. 0.12% Add +34.8% 15,520 $1.8M
Invst, LLC 0.22% Reduce -2.3% 15,265 $1.8M
Lido Advisors, LLC 0.01% New 15,255 $1.8M
Portfolio Design Labs, LLC 0.50% New 15,174 $1.8M
Prelude Capital Management, LLC 0.14% Add +6.4% 15,134 $1.8M
First American Bank 0.13% New 15,068 $1.8M
Raymond James Trust N.A. 0.04% Add +54.1% 15,039 $1.8M
Marex Group Ltd 0.04% Add +21.0% 14,744 $1.7M
Ascent Group, LLC 0.13% Add +308.5% 14,736 $1.7M
Fort Sheridan Advisors LLC 0.26% Add +30.0% 14,707 $1.7M
FNY Investment Advisers, LLC 0.85% New 14,663 $1.7M
Shilanski & Associates, Inc. 0.55% New 14,326 $1.7M
Kestra Advisory Services, LLC 0.01% Add +56.6% 14,322 $1.7M
Highland Capital Management, LLC 0.10% Reduce -14.2% 14,262 $1.7M
GPS Wealth Strategies Group, LLC 0.22% Add +3882.0% 13,937 $1.7M
Spirit of America Management Corp. 0.33% Add +36.0% 13,800 $1.6M
Credit Agricole S A 0.01% Reduce -64.7% 13,733 $1.6M
Knollwood Investment Advisory, LLC 0.17% No change 13,694 $1.6M
Qtron Investments LLC 0.22% No change 13,618 $1.6M
Fulcrum Equity Management 1.36% Add +2.8% 13,549 $1.6M
Venturi Wealth Management, LLC 0.08% Reduce -37.0% 13,128 $1.6M
Integrated Investment Consultants, LLC 0.33% Reduce -22.9% 12,800 $1.5M
Baird Financial Group, Inc. 0.00% Add +380.8% 12,780 $1.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -81.3% 12,696 $1.5M
Norinchukin Bank, The 0.04% Add +14.7% 12,569 $1.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +26.0% 12,454 $1.5M
Virtu Financial LLC 0.08% New 12,369 $1.5M
Montag A & Associates Inc. 0.07% New 12,026 $1.4M
Equitable Holdings, Inc. 0.01% Add +48.3% 11,806 $1.4M
Beverly Hills Private Wealth, LLC 0.28% Add +41.3% 11,656 $1.4M
Forum Financial Management, LP 0.02% Add +0.7% 11,527 $1.4M
Schroder Investment Management Group 0.00% Add +28.4% 11,498 $1.4M
Williamson Legacy Group, LLC 0.91% Reduce -6.3% 11,471 $1.4M
Horizon Investments, LLC 0.04% Add +157.2% 11,469 $1.4M
Douglass Winthrop Advisors, LLC 0.03% Add +0.9% 11,335 $1.3M
Concentric Capital Strategies, LP 0.08% Reduce -76.3% 11,180 $1.3M
Decade Renewable Partners LP 0.68% New 10,911 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +4.8% 10,889 $1.3M
Kendall Capital Management 0.40% Reduce -14.9% 10,875 $1.3M
FORA Capital, LLC 0.15% New 10,860 $1.3M
Lombard Odier Asset Management (USA) Corp 0.55% New 10,822 $1.3M
United Asset Strategies, Inc. 0.12% New 10,747 $1.3M
CIBC Private Wealth Group LLC 0.00% Add +17.9% 10,693 $1.3M
Callan Family Office, LLC 0.21% New 10,692 $1.3M
Bailard, Inc. 0.03% No change 10,653 $1.3M
Independent Financial Group, LLC 0.05% Add +13.6% 10,649 $1.3M
Citizens National Bank Trust Department 0.26% New 10,565 $1.3M
Nvwm, LLC 0.32% Add +1.3% 10,446 $1.2M
Smithfield Trust Co 0.06% Add +0.6% 10,439 $1.2M
IAM Advisory, LLC 0.31% Add +1.8% 10,329 $1.2M
MIdWestOne Financial Group, Inc. 0.17% New 10,251 $1.2M
Scotia Capital Inc. 0.01% New 10,240 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% New 10,172 $1.2M
Cohen & Steers, Inc. 0.00% New 10,104 $1.2M
Sigma Planning Corp 0.04% Reduce -25.1% 10,099 $1.2M
Polianta Ltd 0.56% Reduce -21.1% 10,100 $1.2M
Dana Investment Advisors, Inc. 0.04% Reduce -18.5% 10,038 $1.2M
Viking Fund Management LLC 0.19% New 10,000 $1.2M
RBF Capital, LLC 0.06% No change 10,000 $1.2M
Elevation Point Wealth Partners, LLC 0.11% Reduce -29.1% 9,994 $1.2M
Riggs Asset Managment Co. Inc. 0.32% Add +31084.4% 9,979 $1.2M
Harbour Capital Advisors, LLC 0.27% Add +86.6% 9,518 $1.2M
Blair William & Co. 0.00% Reduce -0.7% 9,859 $1.2M
Hudson Portfolio Management LLC 1.14% — 9,815 $1.2M
Atlas Capital Advisors Inc. 0.18% Add +16.2% 9,797 $1.2M
Citizens Financial Group Inc. 0.02% New 9,640 $1.1M
Park Avenue Securities LLC 0.01% Reduce -35.6% 9,550 $1.1M
Great Lakes Advisors, LLC 0.01% Reduce -4.3% 9,502 $1.1M
IHT Wealth Management, LLC 0.03% Add +45.9% 9,473 $1.1M
Spire Wealth Management 0.04% Add +2868.1% 9,498 $1.1M
Seaport Global Advisors, LLC 3.56% No change 9,495 $1.1M
Commerce Bank 0.01% Add +39.3% 9,472 $1.1M
Shell Asset Management Co. 0.05% — 9,431 $1.1M
Paloma Partners Management Co 0.08% New 9,419 $1.1M
DAVENPORT & Co LLC 0.01% Add +5.1% 9,287 $1.1M
Truist Financial Corp. 0.00% Reduce -57.2% 9,206 $1.1M
Boothbay Fund Management, LLC 0.04% Reduce -45.6% 9,056 $1.1M
Monetta Financial Services Inc. 0.91% New 9,000 $1.1M
Milestone Asset Management, LLC 0.23% New 8,774 $1.0M
AlphaQuest LLC 0.09% Add +88.5% 8,745 $1.0M
Convergence Investment Partners, LLC 0.27% Reduce -61.3% 8,449 $1.0M
Private Advisor Group, LLC 0.01% Add +4.8% 8,366 $992K
Banco BTG Pactual S.A. 0.26% New 8,360 $991K
Jag Capital Management, LLC 0.12% Reduce -5.9% 8,358 $991K
Schonfeld Strategic Advisors LLC 0.01% Reduce -86.7% 8,351 $990K
Center For Asset Management LLC 0.59% Reduce -2.1% 8,308 $985K
TFB Advisors LLC 0.29% Reduce -18.8% 8,278 $981K
Strategic Wealth Partners, Ltd. 0.09% Add +35.5% 8,258 $979K
Level Four Advisory Services, LLC 0.04% New 7,828 $978K
Inceptionr LLC 0.24% Add +174.3% 8,248 $978K
Tudor Investment Corporation 0.01% Reduce -97.0% 8,087 $959K
EP Wealth Advisors, LLC 0.01% New 7,855 $931K
AlphaStar Capital Management, LLC 0.07% Reduce -19.4% 7,831 $928K
IMS Capital Management 0.42% Add +0.6% 7,830 $928K
Strategy Asset Managers LLC 0.18% New 7,787 $923K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.3% 7,585 $899K
Wedbush Securities Inc. 0.03% Reduce -32.9% 7,312 $867K
Mgo One Seven LLC 0.04% Add +140.2% 7,277 $863K
Net Worth Advisory Group 0.25% — 7,208 $854K
Sentry Investment Management LLC 0.36% Add +1008.9% 7,197 $853K
Cwm, LLC 0.00% Add +26.8% 7,158 $849K
Terra Nova Asset Management LLC 0.62% New 7,099 $842K
Bridgefront Capital, LLC 0.32% New 7,022 $832K
Cambria Investment Management, L.P. 0.05% Reduce -20.9% 6,930 $821K
Vestcor Inc 0.03% Add +0.0% 6,806 $807K
First National Bank of Hutchinson 0.52% Reduce -39.9% 6,789 $805K
Choreo, LLC 0.01% Add +23.2% 6,527 $800K
Chiron Investment Management, LLC 0.28% Add +251.2% 6,739 $799K
B. Metzler seel. Sohn & Co. Holding AG 0.01% — 6,643 $787K
B. Metzler seel. Sohn & Co. AG 0.01% No change 6,643 $787K
Huber Capital Management LLC 0.16% New 6,600 $782K
Altfest L J & Co. Inc. 0.10% New 6,598 $782K
Coldstream Capital Management Inc. 0.02% Reduce -1.2% 6,492 $779K
Blue Trust, Inc. 0.01% Add +134.4% 9,054 $778K
Petra Financial Advisors Inc. 0.51% Add +14.0% 6,562 $778K
J.W. Cole Advisors, Inc. 0.03% Add +0.7% 6,540 $775K
Brophy Wealth Management, LLC 0.28% — 6,531 $774K
Ieq Capital, LLC 0.01% Add +73.1% 6,474 $767K
Money Concepts Capital Corp. 0.06% New 6,471 $767K
GLOBALT Investments LLC / GA 0.03% New 6,470 $767K
Banco Santander, S.A. 0.01% Reduce -30.4% 6,468 $767K
Lighthouse Investment Partners, LLC 0.04% New 6,413 $760K
Royal Fund Management, LLC 0.05% New 6,400 $759K
Concourse Financial Group Securities, Inc. 0.04% Reduce -1.8% 6,371 $755K
Sunbelt Securities, Inc. 0.07% Add +37.0% 6,311 $748K
Colonial River Investments, LLC 0.37% New 6,279 $744K
Pinkerton Wealth, LLC 0.11% Reduce -7.9% 6,268 $743K
Axxcess Wealth Management, LLC 0.02% New 6,260 $742K
Kimelman & Baird, LLC 0.06% No change 6,200 $735K
Rakuten Securities, Inc. 0.32% Add +274.7% 6,171 $732K
Aviva PLC 0.00% No change 6,142 $728K
BTG Pactual Asset Management US LLC 0.10% New 6,057 $718K
Williams Jones Wealth Management, LLC. 0.01% Add +90.3% 6,013 $713K
Jump Financial, LLC 0.01% Reduce -82.7% 5,916 $701K
Robertson Stephens Wealth Management, LLC 0.03% New 5,815 $689K
Arkadios Wealth Advisors 0.04% New 5,767 $684K
Choate Investment Advisors 0.02% Add +0.2% 5,766 $684K
Journey Strategic Wealth LLC 0.02% Add +3.3% 5,629 $667K
Valeo Financial Advisors, LLC 0.02% Add +95.0% 5,559 $659K
Impact Partnership Wealth, LLC 0.15% New 5,519 $654K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.2% 5,501 $652K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.25% Add +59.4% 5,499 $652K
Values First Advisors, Inc. 0.35% Add +46.2% 5,469 $648K
Versor Investments LP 0.10% Reduce -74.9% 5,406 $641K
Morse Asset Management, Inc 0.14% New 5,325 $631K
Penserra Capital Management LLC 0.01% Add +17610.0% 5,313 $629K
Okabena Investment Services Inc. 0.18% Add +14.7% 5,303 $629K
Csenge Advisory Group 0.03% Reduce -21.0% 5,013 $628K
SeaCrest Wealth Management, LLC 0.07% Add +6.8% 5,285 $626K
B. Riley Wealth Advisors, Inc. 0.02% Add +94.3% 4,853 $622K
L2 Asset Management, LLC 0.16% Reduce -25.4% 5,104 $605K
First Trust Direct Indexing L.P. 0.03% Add +38.3% 5,100 $605K
Orion Porfolio Solutions, LLC 0.01% Add +56.5% 5,067 $601K
Orion Portfolio Solutions, LLC 0.01% Add +56.5% 5,067 $601K
GAMMA Investing LLC 0.06% Add +64.0% 5,034 $597K
Meiji Yasuda Asset Management Co Ltd. 0.02% Add +5.5% 5,010 $594K
Chapin Davis, Inc. 0.19% No change 5,000 $593K
Gabelli Funds LLC 0.00% No change 5,000 $593K
Steamboat Capital Partners, LLC 0.19% New 4,986 $591K
Capital CS Group, LLC 0.71% New 4,984 $591K
Prospera Financial Services Inc 0.02% Reduce -4.2% 4,981 $590K
TD Waterhouse Canada Inc. 0.00% Reduce -60.5% 4,786 $588K
Precision Wealth Strategies, LLC 0.54% Add +0.3% 4,907 $582K
ELCO Management Co., LLC 0.31% New 4,900 $581K
Dark Forest Capital Management LP 0.07% Reduce -67.4% 4,849 $575K
Townsquare Capital LLC 0.01% Add +12.9% 4,838 $573K
Pekin Hardy Strauss, Inc. 0.07% New 4,800 $569K
Counterpoint Mutual Funds LLC 0.11% Add +14.2% 4,784 $567K
Northwest & Ethical Investments L.P. 0.01% Reduce -2.8% 4,674 $554K
Federation des caisses Desjardins du Quebec 0.00% Add +4.9% 4,640 $550K
Cowa, LLC 0.25% Reduce -9.9% 4,513 $535K
Ashton Thomas Private Wealth, LLC 0.03% Add +8.8% 4,488 $532K
Integrated Wealth Concepts LLC 0.01% Add +4.8% 4,469 $530K
Yeomans Consulting Group, Inc. 0.20% Add +1.4% 4,436 $526K
United Capital Financial Advisors, LLC 0.00% Add +6.4% 4,434 $526K
Alan B Lancz & Associates, Inc. 0.48% No change 4,433 $525K
Freedom Investment Management, Inc. 0.04% Add +13.8% 4,376 $519K
Creekmur Asset Management LLC 0.12% Reduce -5.0% 4,372 $518K
Harvest Investment Services, LLC 0.16% Reduce -69.2% 4,283 $508K
Diversify Advisory Services, LLC 0.03% New 4,032 $504K
Beacon Pointe Advisors, LLC 0.01% Reduce -5.8% 4,226 $501K
Quadrant Capital Group LLC 0.03% Reduce -11.2% 4,194 $497K
Siemens Fonds Invest GmbH 0.04% New 4,193 $497K
Fifth Third Bancorp 0.00% Add +120.0% 4,190 $497K
VestGen Investment Management 0.14% Reduce -69.3% 4,128 $489K
D.A. Davidson & Co. 0.00% Reduce -76.2% 4,111 $487K
Cordatus Wealth Management LLC 0.17% Reduce -0.6% 4,109 $487K
Waterloo Capital, L.P. 0.05% New 4,074 $483K
Stephens Inc. 0.01% Add +0.3% 4,074 $483K
Sequoia Financial Advisors, LLC 0.01% Reduce -18.4% 4,058 $481K
West Family Investments, Inc. 0.16% Add +1.1% 4,033 $478K
Sherbrooke Park Advisers LLC 0.11% Reduce -74.0% 3,989 $473K
IFP Advisors, Inc 0.02% Reduce -2.7% 3,961 $470K
Advisors Capital Management, LLC 0.01% New 3,947 $468K
Thompson Siegel & Walmsley LLC 0.01% Reduce -21.4% 3,950 $468K
Vise Technologies, Inc. 0.06% New 3,913 $464K
Advisor OS, LLC 0.05% Add +11.3% 3,851 $456K
Frank, Rimerman Advisors LLC 0.03% New 3,795 $450K
Columbia Bank 0.16% Add +2.2% 3,780 $448K
Apella Capital, LLC 0.02% Add +4.8% 3,542 $444K
Checchi Capital Advisers, LLC 0.03% Reduce -5.8% 3,737 $443K
Snowden Capital Advisors LLC 0.01% Add +17.6% 3,712 $440K
Wealth Effects LLC 0.15% New 3,700 $439K
OneAscent Wealth Management LLC 0.17% Reduce -0.8% 3,687 $437K
Bleakley Financial Group, LLC 0.01% Reduce -5.5% 3,668 $435K
Savant Capital, LLC 0.00% Add +13.0% 3,665 $434K
Trivium Point Advisory, LLC 0.06% Reduce -4.5% 3,055 $434K
OneAscent Financial Services LLC 0.31% Reduce -30.3% 3,651 $433K
Vontobel Holding Ltd. 0.00% Reduce -33.6% 3,584 $425K
Belmont Capital, LLC 0.07% No change 3,555 $421K
International Assets Investment Management, LLC 0.03% Add +24.5% 3,548 $421K
Cigna Investments Inc. 0.07% Reduce -5.3% 3,516 $416K
Parsons Capital Management Inc. 0.03% New 3,500 $415K
Kingsview Wealth Management, LLC 0.01% Add +12.2% 3,490 $414K
CreativeOne Wealth, LLC 0.01% Add +28.2% 3,489 $414K
Meeder Advisory Services, Inc. 0.03% New 3,481 $413K
Ameritas Investment Partners, Inc. 0.01% No change 3,437 $407K
Jupiter Asset Management Ltd. 0.00% Reduce -99.5% 3,412 $404K
Brown Advisory Inc. 0.00% Reduce -11.0% 3,409 $404K
Motco 0.04% No change 3,398 $403K
Summit Trail Advisors, LLC 0.01% Add +21.8% 3,392 $402K
Calamos Wealth Management LLC 0.02% New 3,343 $396K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -13.5% 3,326 $394K
Harbour Trust & Investment Management Co 0.04% No change 3,300 $391K
Verdence Capital Advisors LLC 0.03% Add +0.5% 3,286 $390K
Segment Wealth Management, LLC 0.03% New 3,285 $389K
Nomura Holdings Inc. 0.00% Reduce -97.8% 3,276 $388K
Brown Brothers Harriman & Co. 0.00% Add +335.1% 3,263 $387K
NorthCoast Asset Management LLC 0.00% Reduce -73.2% 6,794 $387K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% Add +1.6% 3,258 $386K
GC Wealth Management RIA, LLC 0.07% Reduce -7.6% 3,231 $383K
Parallax Volatility Advisers, L.P. 0.01% New 3,231 $383K
HighPoint Advisor Group LLC 0.02% Reduce -24.2% 3,176 $380K
Corton Capital Inc. 0.18% New 3,164 $375K
EntryPoint Capital, LLC 0.21% Add +199.1% 3,120 $370K
Focus Partners Wealth 0.00% New 3,068 $364K
Occudo Quantitative Strategies LP 0.07% Reduce -41.5% 3,038 $360K
TBH Global Asset Management, LLC 0.08% New 3,015 $357K
Philip James Wealth Mangement, LLC 0.04% Add +19.4% 2,987 $354K
EverSource Wealth Advisors, LLC 0.02% Add +9.9% 2,976 $353K
Seelaus Asset Management LLC 0.33% New 2,975 $353K
Gables Capital Management Inc. 0.18% Add +16.7% 2,975 $353K
Banque Cantonale Vaudoise 0.01% Reduce -42.6% 2,967 $352K
World Investment Advisors 0.01% New 2,958 $351K
HB Wealth Management, LLC 0.00% New 2,927 $347K
Mission Wealth Management, LP 0.01% Reduce -4.3% 2,911 $345K
Confluence Wealth Services, Inc. 0.03% Reduce -6.5% 2,900 $344K
Principal Securities, Inc. 0.01% Add +9.2% 2,836 $336K
Capstone Investment Advisors, LLC 0.01% Reduce -67.3% 2,822 $335K
OneDigital Investment Advisors LLC 0.00% Add +3.0% 2,809 $333K
Wedmont Private Capital 0.02% Add +1.9% 2,529 $332K
Fifth Third Wealth Advisors LLC 0.02% Add +6.5% 2,791 $331K
Good Life Advisors, LLC 0.02% Reduce -12.7% 2,760 $327K
Fiduciary Financial Group, LLC 0.07% Reduce -5.3% 2,546 $326K
&partners 0.01% New 2,722 $324K
Interchange Capital Partners, LLC 0.11% Add +4.2% 2,710 $321K
GAMCO Investors 0.00% No change 2,700 $320K
Danske Bank A/S 0.00% No change 2,700 $320K
New Century Financial Group, LLC 0.12% Add +4.4% 2,666 $316K
Simon Quick Advisors, LLC 0.02% New 2,638 $313K
KMG Fiduciary Partners, LLC 0.03% Add +0.1% 2,625 $311K
Signaturefd, LLC 0.01% Add +12.6% 2,604 $309K
Oak Thistle LLC 0.10% New 2,595 $308K
Leonteq Securities AG 0.04% Add +197.0% 2,584 $306K
Ballentine Partners, LLC 0.01% Add +2.5% 2,573 $305K
Quantum Financial Advisors, LLC 0.05% Reduce -0.2% 2,566 $304K
Foster & Motley Inc. 0.02% Reduce -28.5% 2,514 $298K
Mariner Investment Group LLC 0.08% Reduce -88.3% 2,500 $296K
V-Square Quantitative Management LLC 0.04% Add +7.2% 2,461 $292K
Brevan Howard Capital Management LP 0.01% Reduce -85.9% 2,443 $290K
Fidelis Capital Partners, LLC 0.03% New 2,296 $290K
Red Mountain Financial, LLC 0.31% Add +0.3% 2,441 $289K
Catalyst Financial Partners LLC 0.06% New 2,437 $289K
Evergreen Capital Management LLC 0.01% Reduce -32.8% 2,435 $289K
Caprock Group, LLC 0.01% New 2,430 $288K
Covestor Ltd 0.18% Reduce -35.4% 2,433 $288K
Americana Partners, LLC 0.02% Reduce -14.6% 2,402 $285K
PFG Investments, LLC 0.02% New 2,400 $284K
GM Advisory Group, LLC 0.02% New 2,367 $281K
Vanguard Capital Wealth Advisors 0.29% New 2,350 $279K
Cidel Asset Management Inc. 0.02% Reduce -19.2% 2,350 $279K
Apexium Financial, LP 0.02% Reduce -2.1% 2,350 $279K
Visionary Wealth Advisors 0.02% New 2,339 $277K
Great Valley Advisor Group, Inc. 0.01% New 2,330 $276K
Verus Capital Partners, LLC 0.03% New 2,330 $276K
Earned Wealth Advisors, LLC 0.08% New 2,305 $273K
Ontario Teachers Pension Plan Board 0.00% Reduce -97.0% 2,294 $272K
KPP Advisory Services LLC 0.06% New 2,280 $270K
Affinity Investment Advisors, LLC 0.18% Reduce -3.1% 2,273 $269K
Two Sigma Securities, LLC 0.02% Reduce -4.5% 2,269 $269K
Carmel Capital Partners, LLC 0.10% New 2,260 $268K
Cable Hill Partners, LLC 0.03% New 2,250 $267K
GeoWealth Management, LLC 0.01% Add +14.4% 2,246 $266K
Wilmington Savings Fund Society, FSB 0.00% New 2,220 $263K
K.J. Harrison & Partners Inc 0.04% New 2,000 $261K
Calydon Capital 0.04% Reduce -79.8% 2,552 $260K
Oppenheimer Asset Management Inc. 0.00% Reduce -26.2% 2,186 $259K
Up Strategic Wealth Investment Advisors LLC 0.29% New 2,166 $257K
Flagship Harbor Advisors, LLC 0.01% Reduce -54.0% 2,152 $255K
Swiss Life Asset Management Ltd 0.00% New 2,151 $255K
Fuller & Thaler Asset Management, Inc. 0.00% Add +0.7% 2,130 $252K
Farther Finance Advisors, LLC 0.01% Add +28.6% 2,120 $251K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +113.4% 2,100 $249K
Trust Point Inc. 0.02% Reduce -23.1% 2,094 $248K
Compound Planning, Inc. 0.02% New 2,090 $248K
Prime Capital Investment Advisors, LLC 0.00% New 2,087 $247K
Stonegate Investment Group, LLC 0.01% Reduce -15.3% 2,075 $246K
Terril Brothers, Inc. 0.08% New 2,070 $245K
Centaurus Financial, Inc. 0.02% Add +64.6% 2,067 $245K
Private Capital Management LLC 0.04% New 2,063 $245K
ING Groep NV 0.00% Reduce -95.3% 2,048 $243K
Arrow Investment Advisors, LLC 0.22% New 2,026 $240K
Bridges Investment Management Inc. 0.00% New 2,020 $239K
Parallel Advisors, LLC 0.01% Add +31.2% 2,011 $238K
Galvin, Gaustad & Stein, LLC 0.02% New 2,004 $238K
Central Asset Investments & Management Holdings (HK) Ltd 0.35% Reduce -71.0% 2,000 $237K
Peregrine Asset Advisers, Inc. 0.08% Reduce -16.7% 2,000 $237K
Wealth Alliance Advisory Group, LLC 0.05% New 2,000 $237K
Private Wealth Group, LLC 0.12% New 1,999 $237K
Country Trust Bank 0.01% No change 1,998 $237K
Moors & Cabot, Inc. 0.01% New 1,996 $237K
Hanson & Doremus Investment Management 0.04% No change 1,993 $236K
IronBridge Private Wealth, LLC 0.09% New 1,990 $236K
Shelton Capital Management 0.01% New 1,990 $236K
Roman Butler Fullerton & Co. 0.07% New 1,836 $236K
Jacobi Capital Management LLC 0.02% New 1,983 $235K
Plato Investment Management Ltd 0.02% New 1,984 $235K
Western Wealth Management, LLC 0.01% New 1,982 $235K
Hamilton Wealth, LLC 0.06% Reduce -41.4% 1,960 $232K
Apollon Wealth Management, LLC 0.01% New 1,950 $231K
Dynasty Wealth Management, LLC 0.01% New 1,943 $230K
WestHill Financial Advisors, Inc. 0.05% New 1,925 $228K
Sanders Morris Harris LLC 0.04% New 1,900 $225K
Worth Asset Management, LLC 0.12% New 1,897 $225K
Dynamic Technology Lab Private Ltd 0.02% New 1,876 $222K
Rise Advisors, LLC 0.11% Add +0.2% 1,867 $221K
Advisor Resource Council 0.10% New 1,856 $220K
Elite Life Management LLC 0.71% New 1,843 $218K
Perigon Wealth Management, LLC 0.01% New 1,831 $217K
Foundations Investment Advisors, LLC 0.00% New 1,823 $216K
Personal Cfo Solutions, LLC 0.03% New 1,814 $215K
Trek Financial, LLC 0.02% New 1,800 $213K
Balboa Wealth Partners 0.05% New 1,786 $212K
Marcum Wealth, LLC 0.02% New 1,782 $211K
StoneX Group Inc. 0.02% New 1,780 $211K
Wealthcare Advisory Partners LLC 0.01% New 1,764 $209K
Legacy Capital Group California, Inc. 0.07% New 1,759 $209K
Pine Valley Investments Ltd Liability Co 0.01% New 1,753 $208K
Smartleaf Asset Management LLC 0.03% Reduce -26.4% 1,752 $206K
Moneta Group Investment Advisors LLC 0.00% New 1,732 $205K
Seascape Capital Management 0.07% New 1,733 $205K
Savvy Advisors, Inc. 0.04% Reduce -60.0% 1,724 $204K
Emerald Advisers, LLC 0.01% New 1,707 $202K
Nkcfo LLC 0.10% New 1,700 $202K
Chesley Taft & Associates LLC 0.01% New 1,692 $201K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +4818.2% 1,623 $192K
Hantz Financial Services, Inc. 0.00% New 1,623 $192K
Steph & Co. 0.06% New 1,592 $189K
TD Private Client Wealth LLC 0.01% Reduce -10.9% 1,535 $182K
Manchester Capital Management LLC 0.02% Reduce -55.8% 1,521 $180K
Allworth Financial LP 0.00% Reduce -6.5% 1,517 $180K
Virtus Investment Advisers, LLC 0.14% Reduce -62.9% 1,511 $179K
Acropolis Investment Management, LLC 0.01% No change 1,504 $178K
Lindbrook Capital, LLC 0.01% Reduce -2.2% 1,416 $168K
Ramirez Asset Management, Inc. 0.03% New 1,400 $166K
Cullen/Frost Bankers, Inc. 0.00% No change 1,400 $166K
Jones Financial Companies LLLP 0.00% Add +1479.8% 1,406 $166K
NFSG Corp 0.06% Add +68.8% 1,350 $160K
Archer Investment Corp 0.04% No change 1,260 $149K
Huntington National Bank 0.00% Add +4.4% 1,155 $137K
Payden & Rygel 0.01% Reduce -98.4% 1,100 $130K
Global Retirement Partners, LLC 0.00% Add +2.1% 1,053 $125K
Pittenger & Anderson Inc. 0.00% New 1,000 $119K
Global Financial Private Client, LLC 0.05% New 981 $116K
Harbour Investments, Inc. 0.00% Add +4.0% 960 $114K
Ascentis Independent Advisors 0.02% New 892 $106K
Hemington Wealth Management 0.03% New 795 $99K
Brooklyn Investment Group 0.03% New 805 $95K
FinTrust Capital Advisors, LLC 0.02% No change 774 $92K
Continuum Advisory, LLC 0.01% Add +1332.6% 659 $91K
Westpac Banking Corp. 0.01% New 762 $90K
First Horizon Advisors, Inc. 0.00% Add +0.9% 756 $90K
Gen-Wealth Partners Inc 0.04% Reduce -21.6% 686 $85K
Geneos Wealth Management Inc. 0.00% Add +520.2% 707 $84K
Optiver Holding B.V. 0.00% Add +43.8% 683 $81K
Cromwell Holdings LLC 0.05% New 666 $79K
Private Trust Co. NA 0.01% Add +1.3% 648 $77K
Harbor Investment Advisory, LLC 0.01% Reduce -30.1% 631 $75K
Sound Income Strategies, LLC 0.00% New 628 $74K
CoreCap Advisors, LLC 0.00% Add +97.5% 620 $73K
MassMutual Private Wealth & Trust, FSB 0.00% Add +10.8% 617 $73K
Arax Advisory Partners 0.01% Add +2.7% 606 $72K
Ostrum Asset Management 0.01% Add +1.4% 584 $69K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 550 $69K
Riverview Trust Co 0.06% Add +1.8% 568 $67K
LGT Financial Advisors LLC 0.15% No change 521 $62K
Deseret Mutual Benefit Administrators 0.03% Reduce -17.7% 501 $59K
JNBA Financial Advisors 0.01% No change 500 $59K
Lanark Financial, Inc. 0.00% Reduce -96.7% 484 $57K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 385 $54K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% New 450 $53K
Sachetta, LLC 0.02% Reduce -7.4% 438 $52K
UMB Bank, n.a. 0.00% Add +126.2% 414 $49K
Fortitude Family Office, LLC 0.02% Add +125.0% 360 $43K
Whittier Trust Co. of Nevada Inc. 0.00% No change 356 $42K
JFS Wealth Advisors, LLC 0.00% Reduce -9.7% 352 $42K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 346 $41K
Rothschild Investment LLC 0.00% Add +2200.0% 345 $41K
Ascentis Wealth Management, LLC 0.01% — 334 $40K
Red Tortoise LLC 0.02% No change 315 $37K
Parkside Financial Bank & Trust 0.00% Add +37.7% 296 $35K
Aviso Financial Inc. 0.00% New 287 $34K
Compagnie Lombard Odier SCmA 0.00% No change 280 $33K
Contravisory Investment Management, Inc. 0.01% Add +12.3% 273 $32K
CVA Family Office, LLC 0.01% Add +1505.9% 273 $32K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 255 $30K
Mark Sheptoff Financial Planning, LLC 0.02% New 250 $30K
Farmers & Merchants Investments Inc. 0.00% Reduce -3.9% 250 $30K
Hexagon Capital Partners LLC 0.01% Reduce -19.2% 249 $30K
McIlrath & Eck, LLC 0.00% No change 249 $30K
Larson Financial Group LLC 0.00% Reduce -4.7% 246 $29K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +6.0% 213 $25K
Rosenberg Matthew Hamilton 0.01% New 203 $24K
Hilltop National Bank 0.01% No change 200 $24K
Anchor Investment Management, LLC 0.00% New 166 $20K
Versant Capital Management, Inc 0.00% Add +1.9% 164 $19K
Park Place Capital Corp 0.01% Reduce -11.5% 162 $19K
AdvisorNet Financial, Inc 0.00% Add +484.6% 152 $18K
AllSquare Wealth Management LLC 0.01% New 150 $18K
New Millennium Group LLC 0.01% No change 146 $17K
Capital Advisors, Ltd. LLC 0.00% Add +9.6% 137 $16K
Ashton Thomas Securities, LLC 0.00% New 555 $15K
Jamison Private Wealth Management, Inc. 0.00% New 122 $14K
SJS Investment Consulting Inc. 0.00% Reduce -3.2% 121 $14K
Bruce G. Allen Investments, LLC 0.01% Reduce -14.8% 115 $14K
Avior Wealth Management, LLC 0.00% Add +15.0% 115 $14K
Bell Investment Advisors, Inc 0.00% Add +72.3% 112 $13K
GW&K Investment Management, LLC 0.00% Add +32.5% 106 $13K
Northwest Financial Advisors 0.01% New 100 $12K
Mather Group, Llc. 0.00% Add +132.6% 100 $12K
Bfsg, LLC 0.00% No change 95 $11K
GHP Investment Advisors, Inc. 0.00% No change 93 $11K
Stone House Investment Management, LLC 0.00% Add +130.0% 92 $11K
Quent Capital, LLC 0.00% No change 89 $11K
WealthCollab, LLC 0.01% No change 78 $9K
MV Capital Management, Inc. 0.00% Add +469.2% 74 $9K
Eagle Bay Advisors LLC 0.00% Reduce -8.3% 66 $8K
Hollencrest Capital Management 0.00% New 64 $8K
Johnson Financial Group, Inc. 0.00% New 62 $7K
Capital Analysts, LLC 0.00% New 58 $7K
Wolff Wiese Magana LLC 0.00% Add +9.4% 58 $7K
Valued Wealth Advisors LLC 0.00% Add +38.9% 50 $6K
City State Bank 0.00% No change 50 $6K
Core Alternative Capital 0.00% No change 49 $6K
Naples Money Management LLC 0.00% Reduce -11.1% 48 $6K
Kennebec Savings Bank 0.01% — 44 $5K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -12.5% 42 $5K
Goodman Advisory Group, LLC 0.00% New 41 $5K
Abound Wealth Management 0.00% New 37 $4K
West Oak Capital, LLC 0.00% No change 35 $4K
Cornerstone Planning Group LLC 0.00% Add +77.8% 32 $4K
Avion Wealth 0.00% Reduce -13.6% 38 $4K
Washington Trust Advisors, Inc. 0.00% New 32 $4K
Trivant Custom Portfolio Group, LLC 0.00% Reduce -95.8% 31 $4K
Legacy Investment Solutions, LLC 0.00% — 24 $3K
Legacy Wealth Managment, LLC 0.00% — 24 $3K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 25 $3K
Pathway Financial Advisers, LLC 0.00% New 25 $3K
True Wealth Design, LLC 0.00% Reduce -21.9% 25 $3K
Raleigh Capital Management Inc. 0.00% New 22 $3K
Toth Financial Advisory Corp. 0.00% No change 20 $2K
WR Wealth Planners, LLC 0.00% No change 17 $2K
Whittier Trust Co. 0.00% New 17 $2K
Financial Management Professionals, Inc. 0.00% Reduce -45.8% 13 $2K
Private Wealth Management Group, LLC 0.00% No change 16 $2K
Prestige Wealth Management Group LLC 0.00% New 15 $2K
ClariVest Asset Management LLC 0.00% No change 20 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +40.0% 14 $2K
Raffa Wealth Management, LLC 0.00% No change 14 $2K
Voisard Asset Management Group, Inc. 0.00% New 13 $2K
Cherry Tree Wealth Management, LLC 0.00% New 10 $1K
Berkshire Capital Holdings Inc. 0.00% No change 10 $1K
CENTRAL TRUST Co 0.00% New 8 $949
Financial Perspectives, Inc 0.00% No change 7 $830
Financial Network Wealth Advisors LLC 0.00% New 6 $711
JDM Financial Group LLC 0.00% New 6 $711
Chesapeake Asset Management LLC 0.00% New 5 $592
TFC Financial Management, Inc. 0.00% No change 4 $475
Highline Wealth Partners LLC 0.00% Reduce -81.8% 4 $474
WestEnd Advisors, LLC 0.00% Reduce -20.0% 4 $474
Colonial Trust Co / SC 0.00% New 3 $353
Mendota Financial Group, LLC 0.00% New 1 $119

"% of holder's portfolio" is VST's weight in each manager's 13F, not the share of Vistra Corp. the manager owns.