WEC Energy GroupWEC

13F holders, Q2 2024 (June 30)
1,074holders +37
100new positions
66sold out
7famous investors
$78.40avg. 13F price*

At the end of Q2 2024, 1,074 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 37 from Q1 2024. 100 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock Inc. ($2.3B) and State Street Corp. ($1.7B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
WEC Energy Group Inc.
Sector
Utilities
CUSIP
92939U106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions100$343.3M
Exits66$64.7M

All 13F filers, Q1 2024 → Q2 2024: 16,071,532 shares bought and 16,214,894 shares sold, net −143,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,074 holders

Vanguard Group Inc. 0.06% Add +0.1% 39,728,750 $3.1B
BlackRock Inc. 0.05% Add +1.0% 29,193,833 $2.3B
State Street Corp. 0.07% Reduce -3.4% 21,573,595 $1.7B
Geode Capital Management, LLC 0.05% Add +2.9% 7,847,271 $614.1M
Wells Fargo & Company 0.16% Reduce -3.3% 7,804,098 $612.3M
Bank of America Corp. 0.05% Add +6.4% 6,979,279 $547.6M
Deutsche Bank AG 0.19% Reduce -2.0% 5,494,756 $431.1M
Ameriprise Financial Inc. 0.09% Add +1.5% 4,241,244 $332.5M
JPMorgan Chase & Co. 0.03% Reduce -13.6% 4,107,183 $322.2M
Northern Trust Corp. 0.05% Reduce -0.5% 3,762,794 $295.2M
Morgan Stanley 0.02% Add +1.9% 3,625,868 $284.5M
Nuveen Asset Management, LLC 0.08% Reduce -4.3% 3,497,049 $274.8M
Invesco Ltd. 0.05% Reduce -49.7% 2,960,892 $232.3M
Legal & General Group Plc 0.06% Reduce -10.5% 2,765,507 $217.0M
American Century Companies Inc. 0.12% Add +36.7% 2,566,001 $201.3M
PNC Financial Services Group, Inc. 0.13% Reduce -1.4% 2,408,981 $189.0M
Magellan Asset Management Ltd 1.78% Reduce -37.1% 2,377,607 $186.5M
Pictet Asset Management Holding SA 0.20% Reduce -9.2% 2,260,621 $177.4M
Bank of New York Mellon Corp 0.03% Reduce -2.3% 2,240,178 $175.8M
Qube Research & Technologies Ltd 0.29% Add +67.0% 1,999,547 $156.9M
Earnest Partners LLC 0.72% Add +11.8% 1,954,778 $153.4M
Charles Schwab Investment Management Inc. 0.03% Add +2.5% 1,863,848 $146.2M
Principal Financial Group Inc. 0.08% Reduce -1.4% 1,801,122 $141.3M
Envestnet Asset Management Inc. 0.05% Add +3.5% 1,782,939 $139.9M
Soroban Capital Partners LP 2.05% Add +817.6% 1,778,094 $139.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +22.9% 1,584,547 $124.3M
Royal Bank of Canada 0.03% Add +11.7% 1,576,752 $123.7M
California Public Employees Retirement System 0.09% Reduce -18.7% 1,537,839 $120.7M
Confluence Investment Management LLC 1.74% Reduce -1.6% 1,533,637 $120.3M
CBRE Investment Management Listed Real Assets LLC 2.20% Add +47.6% 1,525,231 $119.7M
Clearbridge Investments, LLC 0.09% Add +1.6% 1,355,909 $106.4M
FMR LLC 0.01% Add +0.0% 1,299,596 $102.0M
Westwood Holdings Group Inc. 0.84% Reduce -1.8% 1,296,549 $101.7M
CIBC Private Wealth Group LLC 0.19% Add +1.0% 1,281,672 $100.0M
Duff & Phelps Investment Management Co. 1.22% Add +5.0% 1,223,185 $96.0M
Caisse de depot et placement du Quebec 0.23% Add +248.8% 1,204,921 $94.5M
Zimmer Partners, LP 1.79% New 1,197,806 $94.0M
Stifel Financial Corp. 0.10% Add +3.4% 1,169,086 $91.7M
First Trust Advisors LP 0.09% Add +27.5% 1,168,199 $91.7M
Crawford Investment Counsel Inc. 1.69% Add +1.4% 1,126,170 $88.4M
Dimensional Fund Advisors LP 0.02% Add +16.7% 1,117,931 $87.7M
Goldman Sachs Group Inc. 0.02% Reduce -19.6% 1,097,071 $86.1M
Neuberger Berman Group LLC 0.07% Reduce -8.6% 1,054,588 $82.7M
UBS Group AG 0.03% Add +17.9% 1,046,067 $82.1M
Raymond James & Associates 0.05% Add +2.4% 1,019,340 $80.0M
Cincinnati Insurance Co. 1.27% No change 978,300 $76.8M
Bahl & Gaynor LLC 0.43% Reduce -3.6% 970,210 $76.1M
Bessemer Group Inc. 0.13% Reduce -1.4% 947,407 $74.3M
Swiss National Bank 0.05% Reduce -1.1% 934,287 $73.3M
Sei Investments Co. 0.10% Add +22.9% 899,091 $70.5M
Balyasny Asset Management L.P. 0.18% New 851,821 $66.8M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -6.9% 814,445 $63.9M
BNP Paribas Financial Markets 0.07% Add +131.2% 793,901 $62.3M
Rathbones Group PLC 0.33% Add +10.7% 778,583 $61.1M
Barclays PLC 0.03% Add +24.1% 764,107 $60.0M
Energy Income Partners, LLC 1.32% Reduce -25.9% 756,782 $59.4M
Amundi 0.02% Add +21.2% 715,821 $55.6M
Franklin Resources Inc. 0.02% Reduce -3.3% 683,443 $53.6M
Gabelli Funds LLC 0.39% Reduce -3.5% 652,270 $51.2M
Rhumbline Advisers 0.05% Reduce -0.8% 640,322 $50.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.33% Add +0.3% 634,284 $49.8M
Renaissance Technologies 0.08% Reduce -5.6% 632,184 $49.6M
Epoch Investment Partners, Inc. 0.22% Reduce -10.4% 626,201 $49.1M
Canada Pension Plan Investment Board 0.04% No change 583,626 $45.8M
Bank of Montreal 0.01% Add +6.0% 581,335 $45.6M
HSBC Holdings PLC 0.03% Add +6.3% 549,669 $43.1M
Korea Investment CORP 0.11% Add +36.8% 534,431 $41.9M
Benjamin F. Edwards & Company, Inc. 0.69% Add +3.3% 501,902 $39.4M
T. Rowe Price Associates Inc. 0.00% Reduce -50.3% 490,999 $38.5M
Vaughan David Investments LLC 0.95% Add +4.5% 477,568 $37.5M
Worldquant Millennium Advisors LLC 0.34% Add +60.8% 476,870 $37.4M
Dearborn Partners LLC 1.57% Add +1.8% 464,090 $36.4M
APG Asset Management N.V. 0.06% Reduce -31.7% 495,731 $36.3M
LPL Financial LLC 0.02% Add +7.1% 462,230 $36.3M
Victory Capital Management Inc. 0.04% Reduce -4.2% 438,856 $34.4M
Scout Investments, Inc. 0.92% Add +122.1% 438,781 $34.4M
Millennium Management 0.03% Reduce -69.5% 424,770 $33.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +8.2% 422,151 $33.1M
California State Teachers Retirement System 0.04% Reduce -1.7% 415,911 $32.6M
National Pension Service 0.04% Add +2.7% 413,842 $32.5M
Employees Retirement System of Texas 0.34% No change 393,000 $30.8M
Connor, Clark & Lunn Investment Management Ltd. 0.13% Reduce -14.1% 384,254 $30.1M
Citadel Advisors 0.03% Add +888.6% 383,789 $30.1M
Macquarie Group Ltd. 0.03% Add +0.1% 378,767 $29.7M
W1M Asset Management Ltd 2.42% Reduce -15.3% 364,834 $28.6M
US Bancorp \de 0.04% Reduce -5.6% 362,588 $28.4M
Alliancebernstein L.P. 0.01% Reduce -2.4% 346,920 $27.2M
Gateway Investment Advisers LLC 0.31% Reduce -10.1% 346,605 $27.2M
Old Republic International Corp. 1.06% No change 332,331 $26.1M
State Board of Administration of Florida Retirement System 0.05% Reduce -25.4% 316,129 $24.8M
AQR Capital Management 0.04% Add +2.9% 316,319 $24.7M
New York State Teachers Retirement System 0.05% Add +5.2% 301,680 $23.7M
Morningstar Investment Services LLC 0.25% New 290,474 $22.8M
Country Trust Bank 0.56% Add +0.8% 283,920 $22.3M
Pinebridge Investments, L.P. 0.18% New 282,381 $22.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +10.1% 276,071 $21.7M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -5.7% 264,063 $20.7M
Voloridge Investment Management, LLC 0.08% Reduce -17.3% 263,446 $20.7M
AMF Tjanstepension AB 0.15% New 260,402 $20.4M
Two Sigma Investments, LP 0.05% Reduce -55.0% 258,300 $20.3M
Corient Private Wealth LP 0.03% Reduce -1.9% 248,830 $19.5M
Citigroup Inc. 0.02% Add +19.4% 248,369 $19.5M
Squarepoint Ops LLC 0.07% Reduce -8.9% 248,232 $19.5M
Huntington National Bank 0.20% Reduce -2.6% 243,866 $19.1M
Susquehanna Fundamental Investments, LLC 0.44% Reduce -14.4% 242,747 $19.0M
Empire Life Investments Inc. 1.16% Reduce -5.2% 235,379 $18.5M
Natixis Advisors, LLC 0.04% Add +5.7% 235,099 $18.4M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -3.1% 232,557 $18.2M
Assenagon Asset Management S.A. 0.05% Add +2949.7% 232,018 $18.2M
DekaBank Deutsche Girozentrale 0.03% Add +93.1% 228,755 $17.9M
Baird Financial Group, Inc. 0.04% Add +2.6% 227,288 $17.8M
Prudential Financial Inc. 0.03% Reduce -5.7% 225,521 $17.7M
FIL Ltd 0.02% Add +17.4% 225,247 $17.7M
Nisa Investment Advisors, LLC 0.11% Add +4.8% 216,979 $17.0M
Tudor Investment Corporation 0.19% New 213,549 $16.8M
State of Wisconsin Investment Board 0.04% Add +7.9% 208,783 $16.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -54.0% 196,771 $15.4M
New York State Common Retirement Fund 0.02% Add +0.8% 189,533 $14.9M
Cidel Asset Management Inc. 1.15% Reduce -30.1% 188,723 $14.8M
Jane Street Group, LLC 0.02% Add +14.6% 188,418 $14.8M
Osaic Holdings, Inc. 0.03% Reduce -4.0% 185,030 $14.5M
TD Asset Management Inc 0.01% Add +0.8% 181,143 $14.2M
Commonwealth Equity Services, LLC 0.02% Add +3.2% 181,002 $14.2M
CANADA LIFE ASSURANCE Co 0.03% Add +9.9% 180,301 $14.2M
Hennessy Advisors Inc. 0.53% Reduce -3.8% 177,140 $13.9M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -1.5% 174,264 $13.7M
South Street Advisors LLC 2.05% Add +2.0% 172,394 $13.5M
MML Investors Services, LLC 0.05% Add +4.9% 172,354 $13.5M
Asset Management One Co., Ltd. 0.05% Reduce -2.8% 164,507 $12.9M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -93.2% 158,889 $12.5M
Leeward Investments, LLC - MA 0.56% Reduce -4.3% 156,595 $12.3M
Wealth Enhancement Advisory Services, LLC 0.03% Add +4.7% 154,547 $12.1M
Ensign Peak Advisors, Inc 0.02% Add +23.0% 152,088 $11.9M
Toronto Dominion Bank 0.02% Add +51.4% 152,064 $11.9M
Teacher Retirement System of Texas 0.07% Add +368.4% 151,342 $11.9M
Beck Bode, LLC 2.34% New 148,271 $11.6M
Van Eck Associates Corp. 0.02% Add +35.8% 144,065 $11.3M
Mariner, LLC 0.02% Reduce -2.7% 142,163 $11.2M
Eagle Asset Management Inc. 0.06% Reduce -0.5% 140,605 $10.9M
Acadian Asset Management LLC 0.03% Add +9971.2% 138,982 $10.9M
Treasurer of the State of North Carolina 0.05% Reduce -2.4% 137,654 $10.8M
Guggenheim Capital LLC 0.08% Add +2.8% 135,661 $10.6M
Baillie Gifford & Co. 0.01% Reduce -18.1% 135,621 $10.6M
Brookstone Capital Management 0.17% Reduce -0.3% 124,837 $10.3M
AE Wealth Management LLC 0.10% Add +2.2% 127,667 $10.0M
Resona Asset Management Co.,Ltd. 0.06% Reduce -5.3% 126,954 $10.0M
National Bank of Canada 0.02% Add +22.3% 127,841 $9.9M
Teilinger Capital Ltd. 4.67% New 125,000 $9.8M
Public Employees Retirement System of Ohio 0.04% Reduce -0.2% 122,474 $9.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -27.2% 121,016 $9.5M
Cetera Investment Advisers 0.02% Add +4.2% 119,951 $9.4M
Russell Investments Group, Ltd. 0.01% Add +7.6% 117,733 $9.2M
Marshall Wace, LLP 0.01% Reduce -9.6% 116,908 $9.2M
NFJ Investment Group, LLC 0.28% Reduce -5.8% 116,675 $9.2M
Boston Trust Walden Corp 0.07% Add +0.6% 116,546 $9.1M
Aberdeen Group plc 0.02% Reduce -10.6% 116,528 $9.1M
Nicolet Advisory Services, LLC 0.87% Add +2.2% 116,039 $9.1M
OMERS ADMINISTRATION Corp 0.09% Add +10.4% 115,531 $9.1M
Rockland Trust Co. 0.47% Add +2.1% 113,562 $8.9M
Forsta Ap-Fonden 0.08% Add +17.1% 112,700 $8.8M
Holocene Advisors, LP 0.04% Reduce -16.0% 111,750 $8.8M
Morgan Dempsey Capital Management LLC 2.90% Add +96.3% 110,806 $8.7M
Dean Investment Associates, LLC 1.23% Reduce -4.9% 110,378 $8.7M
Trexquant Investment LP 0.13% Add +36.8% 109,934 $8.6M
Townsquare Capital LLC 0.12% Add +25.1% 108,586 $8.5M
Hunter Perkins Capital Management, LLC 1.77% Reduce -2.0% 107,190 $8.4M
IFM Investors Pty Ltd 0.09% Add +0.3% 106,995 $8.4M
Voya Investment Management LLC 0.01% Add +5.3% 106,827 $8.4M
Rovida Advisors Inc. 2.83% New 101,000 $7.9M
State of New Jersey Common Pension Fund D 0.03% Reduce -36.9% 100,894 $7.9M
Truist Financial Corp. 0.01% Add +10.4% 100,240 $7.9M
Schonfeld Strategic Advisors LLC 0.06% Add +3576.9% 100,085 $7.9M
HFR Wealth Management, LLC 1.96% Add +1.4% 98,113 $7.7M
STRS Ohio 0.03% Add +45.9% 97,737 $7.7M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.6% 97,400 $7.6M
Annex Advisory Services, LLC 0.27% Reduce -29.4% 97,120 $7.6M
Franklin, Parlapiano, Turner & Welch, LLC 2.08% Add +0.5% 95,694 $7.5M
Cincinnati Specialty Underwriters Insurance CO 2.24% No change 95,000 $7.5M
Corebridge Financial, Inc. 0.04% — 94,771 $7.4M
Intact Investment Management Inc. 0.28% Add +127.9% 94,350 $7.4M
Comerica Bank 0.03% Reduce -4.4% 93,853 $7.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -0.6% 92,758 $7.3M
Mattern Capital Management, LLC 0.99% Add +0.7% 91,650 $7.2M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -29.7% 91,095 $7.1M
HighTower Advisors, LLC 0.01% Add +4.5% 88,924 $7.0M
Fifth Third Bancorp 0.03% Reduce -24.3% 87,539 $6.9M
Keystone Financial Planning, Inc. 2.27% Add +0.8% 87,338 $6.9M
Arizona State Retirement System 0.05% Reduce -4.2% 86,683 $6.8M
State of Michigan Retirement System 0.03% Add +0.1% 86,484 $6.8M
Thomas Story & Son LLC 2.87% Add +0.5% 84,614 $6.6M
Twinbeech Capital LP 0.13% New 84,541 $6.6M
MetLife Investment Management, LLC 0.04% Add +14.1% 84,245 $6.6M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -1.9% 84,175 $6.6M
1834 Investment Advisors Co. 0.78% Add +16.6% 82,456 $6.5M
Sanctuary Advisors, LLC 0.05% — 79,085 $6.4M
O'shaughnessy Asset Management, LLC 0.07% Add +8.8% 82,010 $6.4M
Engineers Gate Manager LP 0.14% Reduce -34.9% 81,727 $6.4M
Azimuth Capital Investment Management LLC 0.26% Add +2.0% 81,611 $6.4M
Stratos Wealth Partners, LTD. 0.10% Add +3.3% 80,711 $6.3M
Financial Planning & Information Services, Inc. 0.96% Add +6.6% 80,087 $6.3M
Vestcor Inc 0.21% Reduce -0.1% 79,476 $6.2M
Man Group plc 0.02% Add +353.5% 79,315 $6.2M
Old National Bancorp 0.15% Add +35.1% 79,197 $6.2M
Commerce Bank 0.04% Add +2.3% 79,139 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -23.1% 79,128 $6.2M
Guardian Capital LP 0.23% Reduce -0.6% 77,875 $6.1M
State of Tennessee, Department of Treasury 0.02% Reduce -27.8% 73,881 $5.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +13.7% 71,809 $5.6M
Van Lanschot Kempen Investment Management N.V. 0.06% No change 71,640 $5.6M
SG Americas Securities, LLC 0.04% Add +31.5% 70,109 $5.5M
Retirement Systems of Alabama 0.02% Add +0.1% 69,669 $5.5M
CIBC Asset Management Inc 0.02% Reduce -1.8% 68,944 $5.4M
Advisors Asset Management, Inc. 0.10% Reduce -14.7% 68,030 $5.3M
USS Investment Management Ltd 0.04% Add +8.4% 67,865 $5.3M
Jefferies Financial Group Inc. 0.11% New 67,469 $5.3M
Swiss Life Asset Management Ltd 0.06% Add +352.1% 67,213 $5.3M
Sagefield Capital LP 0.56% Add +113.4% 67,147 $5.3M
Gotham Asset Management 0.07% Add +4.9% 66,709 $5.2M
Edgestream Partners, L.P. 0.25% Add +69.6% 65,465 $5.1M
Amalgamated Bank 0.04% Reduce -2.0% 64,083 $5.0M
Thompson Investment Management, Inc. 0.76% Add +2797.9% 62,855 $4.9M
Panagora Asset Management Inc. 0.02% Reduce -0.9% 61,436 $4.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +8.1% 60,804 $4.8M
Janney Montgomery Scott LLC 0.01% Add +2.3% 60,658 $4.8M
Motco 0.28% Reduce -0.1% 60,469 $4.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +60.5% 60,436 $4.7M
Czech National Bank 0.05% Add +8.4% 60,183 $4.7M
Campbell Capital Management Inc. 1.99% New 59,000 $4.6M
Stoneridge Investment Partners LLC 1.75% Add +35.0% 58,935 $4.6M
Centiva Capital, LP 0.22% Add +82.7% 57,791 $4.5M
Quantbot Technologies LP 0.22% Add +155.6% 57,325 $4.5M
Benjamin Edwards Inc. 0.86% Reduce -1.6% 57,011 $4.5M
Sequoia Financial Advisors, LLC 0.05% Reduce -9.0% 56,905 $4.5M
Atria Investments, Inc 0.06% Add +18.7% 55,227 $4.3M
Creative Planning 0.00% Reduce -1.0% 54,996 $4.3M
Tower Research Capital LLC (TRC) 0.07% Add +584.0% 54,953 $4.3M
Albion Financial Group 0.32% Add +5.2% 54,389 $4.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 54,011 $4.2M
Public Sector Pension Investment Board 0.03% Add +49.5% 53,522 $4.2M
Ontario Teachers Pension Plan Board 0.04% Add +59.0% 53,371 $4.2M
Utah Retirement Systems 0.05% Reduce -4.6% 52,084 $4.1M
Great Lakes Advisors, LLC 0.04% Add +4.5% 51,940 $4.1M
Yousif Capital Management, LLC 0.05% Add +0.1% 50,832 $4.0M
Opus Investment Management Inc. 2.53% No change 50,000 $3.9M
American Assets Investment Management, LLC 0.37% No change 50,000 $3.9M
Intech Investment Management LLC 0.05% Reduce -8.1% 49,725 $3.9M
Advisory Services Network, LLC 0.08% Add +3.0% 48,844 $3.8M
Mediolanum International Funds Ltd 0.06% Add +30.0% 50,355 $3.7M
Pacer Advisors, Inc. 0.01% Reduce -11.0% 46,557 $3.7M
Orion Porfolio Solutions, LLC 0.04% Add +3.5% 46,316 $3.6M
Orion Portfolio Solutions, LLC 0.04% Add +3.5% 46,316 $3.6M
Kingsview Wealth Management, LLC 0.09% Add +0.0% 46,222 $3.6M
Bright Rock Capital Management, LLC 0.76% No change 46,000 $3.6M
ProShare Advisors LLC 0.01% Add +10.0% 45,840 $3.6M
Blair William & Co. 0.01% Reduce -1.0% 44,873 $3.5M
Petredis Investment Advisors LLC 0.39% Reduce -0.2% 44,652 $3.5M
Glenmede Trust Co. NA 0.02% Reduce -15.3% 44,596 $3.5M
NewEdge Advisors, LLC 0.03% Reduce -7.7% 44,572 $3.5M
S&co Inc. 0.24% No change 44,237 $3.5M
New York Life Investment Management LLC 0.03% Add +0.7% 43,334 $3.4M
Janus Henderson Group PLC 0.00% Add +2.8% 43,074 $3.4M
Bantamac Capital, LLC 2.02% No change 43,046 $3.4M
Xponance LLC 0.03% Reduce -0.7% 42,582 $3.3M
Woodley Farra Manion Portfolio Management Inc. 0.18% Add +1.7% 41,815 $3.3M
Park Avenue Securities LLC 0.04% Add +4.4% 41,802 $3.3M
Cape Cod Five Cents Savings Bank 0.31% Add +1.4% 41,271 $3.2M
Alley Investment Management Company, LLC 0.44% Add +1.7% 40,767 $3.2M
Cibc World Markets Corp. 0.02% Add +28.4% 40,659 $3.2M
Kowal Investment Group, LLC 0.63% Add +0.8% 40,362 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Add +2.7% 40,328 $3.2M
Agf Management Ltd. 0.02% Reduce -11.6% 39,976 $3.1M
Versor Investments LP 0.58% New 39,861 $3.1M
Mutual of America Capital Management LLC 0.03% Reduce -3.7% 39,826 $3.1M
Nicholas Company, Inc. 0.05% Reduce -0.0% 39,775 $3.1M
Morton Community Bank 0.88% Add +6.3% 39,720 $3.1M
Credit Agricole S A 0.02% Add +99.4% 39,469 $3.1M
Richard C. Young & CO., LTD. 0.38% Reduce -2.8% 39,332 $3.1M
Andra AP-fonden 0.05% New 39,300 $3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +1.7% 39,202 $3.1M
Prudential PLC 0.02% Add +76.4% 38,793 $3.0M
Schroder Investment Management Group 0.00% Add +1.3% 38,680 $3.0M
Two Sigma Advisers, LP 0.01% Reduce -73.2% 38,400 $3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% Add +0.1% 37,796 $3.0M
Bank of Nova Scotia 0.01% Reduce -19.0% 37,300 $2.9M
KLCM Advisors, Inc. 0.36% Add +3.5% 37,200 $2.9M
Ashton Thomas Private Wealth, LLC 0.16% Add +41.4% 37,162 $2.9M
Meritage Portfolio Management 0.18% Reduce -2.2% 36,908 $2.9M
Cerity Partners LLC 0.01% Reduce -27.7% 36,429 $2.9M
Cresset Asset Management, LLC 0.01% Add +9.8% 36,074 $2.8M
Prosperity Consulting Group, LLC 0.38% Reduce -31.6% 35,648 $2.8M
Empowered Funds, LLC 0.05% Add +14.7% 35,330 $2.8M
N.E.W. Advisory Services LLC 0.29% Reduce -3.6% 34,796 $2.7M
Avantax Advisory Services, Inc. 0.02% Reduce -12.1% 34,739 $2.7M
Daiwa Securities Group Inc. 0.01% Add +10.3% 34,519 $2.7M
State of Alaska, Department of Revenue 0.03% Add +0.4% 34,350 $2.7M
Rafferty Asset Management, LLC 0.01% Reduce -5.6% 34,276 $2.7M
Alliance Wealth Advisors, LLC 0.79% Add +4.5% 34,212 $2.7M
Alta Capital Management LLC/ 0.17% Add +3.0% 33,532 $2.6M
Second Half Financial Partners, LLC 2.08% Reduce -2.3% 33,196 $2.6M
Somerset Trust Co 1.05% Add +1.2% 32,740 $2.6M
United Capital Management of KS, Inc. 0.56% Add +4.8% 32,252 $2.5M
Rockefeller Capital Management L.P. 0.01% Reduce -30.8% 32,216 $2.5M
Regions Financial Corp. 0.02% Add +2.2% 31,897 $2.5M
Farmers & Merchants Investments Inc. 0.08% Reduce -11.3% 31,518 $2.5M
Hennion & Walsh Asset Management, Inc. 0.13% Reduce -2.1% 31,449 $2.5M
First American Bank 0.18% Add +0.8% 31,163 $2.4M
Robeco Institutional Asset Management B.V. 0.01% Add +563.9% 31,084 $2.4M
Cincinnati Casualty Co. 1.33% No change 31,000 $2.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -29.6% 30,731 $2.4M
Sit Investment Associates Inc. 0.06% Reduce -18.1% 30,700 $2.4M
Steward Partners Investment Advisory, LLC 0.03% Add +0.8% 30,495 $2.4M
Belpointe Asset Management LLC 0.17% Add +55.1% 30,210 $2.4M
Magnetar Financial LLC 0.06% New 30,080 $2.4M
Leavell Investment Management, Inc. 0.13% Reduce -0.1% 29,602 $2.3M
Journey Advisory Group, LLC 0.28% Add +10.6% 29,599 $2.3M
Lazard Asset Management LLC 0.00% Add +55607.6% 29,525 $2.3M
RFG Advisory, LLC 0.08% Add +35.0% 29,446 $2.3M
Dynamic Technology Lab Private Ltd 0.26% Add +491.6% 29,442 $2.3M
Global Trust Asset Management, LLC 0.93% No change 29,428 $2.3M
HighPoint Advisor Group LLC 0.14% Add +16.0% 26,793 $2.3M
Bokf, NA 0.04% Reduce -1.8% 28,837 $2.3M
Penobscot Investment Management Company, Inc. 0.22% Add +0.2% 28,761 $2.3M
AlphaQuest LLC 0.30% Add +568300.0% 28,420 $2.2M
Reaves W H & Co. Inc. 0.07% No change 28,300 $2.2M
Lantz Financial LLC 0.69% Reduce -0.7% 28,270 $2.2M
Diversified Trust Co. 0.06% Add +452.4% 28,166 $2.2M
Brown Advisory Inc. 0.00% Reduce -4.2% 28,101 $2.2M
Aquila Investment Management LLC 2.06% No change 28,000 $2.2M
Assetmark, Inc. 0.01% Add +5.0% 27,663 $2.2M
Private Advisor Group, LLC 0.01% Add +9.4% 27,621 $2.2M
Harbour Investments, Inc. 0.07% Add +1.4% 27,578 $2.2M
Rothschild Investment LLC 0.15% Add +0.9% 27,566 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +9.3% 27,425 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -28.5% 27,326 $2.1M
Mackenzie Financial Corp. 0.00% Reduce -0.6% 27,231 $2.1M
Wellington Management Group LLP 0.00% Reduce -4.5% 27,162 $2.1M
Oregon Public Employees Retirement Fund 0.04% Add +0.4% 27,093 $2.1M
Level Four Advisory Services, LLC 0.09% New 26,500 $2.1M
Keybank National Association 0.01% Reduce -21.1% 26,435 $2.1M
Alberta Investment Management Corp 0.02% Add +225.9% 26,400 $2.1M
Beacon Pointe Advisors, LLC 0.02% Reduce -8.0% 26,326 $2.1M
KBC Group NV 0.01% No change 26,155 $2.1M
Gulf International Bank (UK) Ltd 0.05% No change 26,140 $2.0M
Mercer Global Advisors Inc. 0.01% Reduce -3.2% 25,984 $2.0M
D. E. Shaw & Co. 0.00% Reduce -96.8% 25,956 $2.0M
Pathstone Holdings, LLC 0.01% Add +4.7% 25,945 $2.0M
Kestra Private Wealth Services, LLC 0.04% Reduce -0.5% 25,679 $2.0M
Meiji Yasuda Asset Management Co Ltd. 0.08% Add +2.2% 25,677 $2.0M
Meyer Handelman Co. 0.07% Reduce -7.9% 25,550 $2.0M
Shakespeare Wealth Management, LLC 0.57% Add +0.3% 25,345 $2.0M
UniSuper Management Pty Ltd 0.02% Add +65.0% 25,241 $2.0M
Ameritas Advisory Services, LLC 0.07% Add +1.6% 25,110 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -3.0% 25,033 $2.0M
Mitchell & Pahl Private Wealth, LLC 1.03% Add +0.4% 24,858 $2.0M
Federated Hermes, Inc. 0.00% Add +63.3% 24,734 $1.9M
Gries Financial LLC 0.40% New 24,566 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -0.3% 24,401 $1.9M
Mizuho Securities USA LLC 0.04% New 24,348 $1.9M
PEAK6 Investments LLC 0.09% Add +310.0% 24,228 $1.9M
Maryland State Retirement & Pension System 0.03% No change 24,095 $1.9M
Premier Fund Managers Ltd 0.08% Add +20.0% 24,000 $1.9M
Semmax Financial Advisors Inc. 0.56% New 21,017 $1.9M
Wealthfront Advisers LLC 0.01% Add +3.9% 23,853 $1.9M
Kentucky Retirement Systems 0.05% Reduce -0.7% 23,799 $1.9M
&partners 0.08% New 23,752 $1.9M
Bayesian Capital Management, LP 0.21% New 23,700 $1.9M
Broadwater Capital Management LLC 1.43% Reduce -2.1% 23,650 $1.9M
Oppenheimer & Co. Inc. 0.03% Add +6.0% 23,099 $1.8M
MBB Public Markets I LLC 0.04% New 22,970 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -5.9% 22,397 $1.8M
Captrust Financial Advisors 0.01% Reduce -14.9% 22,374 $1.8M
Walleye Capital LLC 0.02% Add +3995.7% 22,117 $1.7M
Daiichi Life Insurance Co., Ltd. 0.04% Reduce -60.2% 21,934 $1.7M
Nicolet Bankshares Inc. 0.36% Reduce -0.5% 21,839 $1.7M
Crossmark Global Holdings, Inc. 0.03% Reduce -8.3% 21,780 $1.7M
Independent Advisor Alliance 0.06% Add +7.1% 21,728 $1.7M
Focus Partners Wealth 0.01% Add +36.1% 21,571 $1.7M
Beverly Hills Private Wealth, LLC 0.37% Reduce -3.4% 21,509 $1.7M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -8.6% 21,456 $1.7M
Flputnam Investment Management Co. 0.03% New 21,266 $1.7M
Rodgers Brothers Inc. 0.23% Add +2.7% 21,194 $1.7M
Vident Advisory, LLC 0.05% Add +17.2% 21,110 $1.7M
Concurrent Investment Advisors, LLC 0.05% Reduce -3.8% 20,955 $1.6M
Entropy Technologies, LP 0.17% Reduce -52.5% 20,559 $1.6M
Y-Intercept (Hong Kong) Ltd 0.09% New 20,536 $1.6M
Savant Capital, LLC 0.02% Reduce -12.1% 20,309 $1.6M
M&T Bank Corp 0.01% Reduce -10.2% 20,250 $1.6M
KCM Investment Advisors LLC 0.06% Reduce -5.6% 20,246 $1.6M
Hartford Investment Management Co. 0.05% Reduce -0.8% 20,231 $1.6M
Principal Securities, Inc. 0.04% Add +69.4% 20,205 $1.6M
Motley Fool Wealth Management, LLC 0.08% Reduce -1.6% 19,852 $1.6M
Metis Global Partners, LLC 0.05% Add +4.7% 19,613 $1.5M
Drucker Wealth 3.0, LLC 0.41% — 19,611 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -2.4% 19,569 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +3.5% 19,554 $1.5M
apricus wealth, LLC 1.09% Add +29.4% 19,515 $1.5M
Blackhawk Capital Partners, LLC 0.92% New 19,457 $1.5M
Westpac Banking Corp. 0.12% Reduce -67.5% 19,333 $1.5M
Associated Banc-Corp 0.05% Add +1.2% 19,019 $1.5M
Cornerstone Advisors, LLC 0.06% Reduce -33.2% 18,900 $1.5M
Caldwell Trust Co 0.16% Reduce -4.8% 18,862 $1.5M
Ellenbecker Investment Group 0.30% Add +1.8% 18,675 $1.5M
Lido Advisors, LLC 0.01% Add +407.4% 18,424 $1.4M
World Investment Advisors 0.09% Add +130.3% 18,230 $1.4M
Virtu Financial LLC 0.10% New 18,202 $1.4M
Twin Capital Management Inc. 0.17% Add +11.1% 18,192 $1.4M
Securian Asset Management, Inc. 0.04% Reduce -2.3% 18,101 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -2.7% 17,900 $1.4M
Clearstead Trust, LLC 0.35% Add +1.3% 17,889 $1.4M
Qsemble Capital Management, LP 0.26% New 17,715 $1.4M
Profund Advisors LLC 0.05% Add +48.1% 17,438 $1.4M
Aurora Investment Counsel 0.80% Reduce -0.4% 17,331 $1.4M
Ascent Group, LLC 0.11% Reduce -8.0% 17,278 $1.4M
JT Stratford LLC 0.25% Add +16.9% 17,234 $1.4M
Readystate Asset Management LP 0.12% New 16,991 $1.3M
Sabal Trust CO 0.08% No change 16,986 $1.3M
Wedbush Securities Inc. 0.05% Add +2.3% 16,970 $1.3M
Cwm, LLC 0.01% Add +1.4% 16,860 $1.3M
Spirit of America Management Corp. 0.27% No change 16,750 $1.3M
Girard Partners LTD. 0.12% Add +0.2% 16,385 $1.3M
LVW Advisors, LLC 0.19% Reduce -23.1% 16,203 $1.3M
TD Private Client Wealth LLC 0.04% Reduce -46.3% 16,160 $1.3M
Nations Financial Group Inc, /Ia/ 0.10% Add +3.8% 16,038 $1.3M
McGlone Suttner Wealth Management, Inc. 0.26% Add +19.6% 14,950 $1.3M
Fox Hill Wealth Management 0.76% Add +4.7% 15,873 $1.2M
New Mexico Educational Retirement Board 0.04% No change 15,853 $1.2M
Mogy Joel R Investment Counsel Inc. 0.08% No change 15,708 $1.2M
Aquatic Capital Management LLC 0.05% Reduce -39.6% 15,700 $1.2M
Walleye Trading LLC 0.02% Reduce -27.8% 15,192 $1.2M
Nordea Investment Management AB 0.00% Add +5.2% 15,142 $1.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.37% New 14,946 $1.2M
Parsons Capital Management Inc. 0.08% Reduce -23.6% 14,684 $1.2M
Machina Capital S.A.S. 0.51% Add +36.4% 14,368 $1.1M
D.A. Davidson & Co. 0.01% Add +25.9% 14,250 $1.1M
Schmidt P J Investment Management Inc. 0.20% Reduce -8.2% 14,232 $1.1M
Brevan Howard Capital Management LP 0.08% New 14,189 $1.1M
Dana Investment Advisors, Inc. 0.04% Reduce -19.0% 14,169 $1.1M
Stock Yards Bank & Trust Co. 0.04% Reduce -9.9% 14,157 $1.1M
Quantinno Capital Management LP 0.02% Reduce -51.0% 14,151 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -85.9% 13,854 $1.1M
Miller Howard Investments Inc. 0.04% Reduce -0.5% 13,818 $1.1M
Marietta Investment Partners LLC 0.24% No change 13,800 $1.1M
South Dakota Investment Council 0.02% Reduce -0.1% 13,566 $1.1M
Kesler, Norman & Wride, LLC 0.22% Reduce -26.9% 13,493 $1.1M
Rakuten Investment Management, Inc. 0.01% Add +58.5% 13,443 $1.1M
Atria Wealth Solutions, Inc. 0.01% Add +19.5% 13,199 $1.0M
ICW Investment Advisors LLC 0.46% Reduce -2.0% 13,040 $1.0M
Conning Inc. 0.04% No change 12,914 $1.0M
Marks Group Wealth Management, Inc 0.11% New 12,907 $1.0M
Cornell Pochily Investment Advisors, Inc. 0.38% Add +3.3% 12,792 $1.0M
Mather Group, Llc. 0.01% Add +1062.3% 12,181 $1.0M
Raymond James Trust N.A. 0.02% Add +6.9% 12,724 $998K
BKM Wealth Management, LLC 0.48% Reduce -26.2% 12,673 $994K
Legacy Private Trust Co. 0.07% Reduce -0.7% 12,563 $986K
Ethic Inc. 0.02% Reduce -3.4% 12,563 $986K
Landaas & Co. /Wi 0.30% Reduce -0.5% 12,374 $971K
NorthRock Partners, LLC 0.04% Reduce -9.5% 12,375 $971K
Hantz Financial Services, Inc. 0.02% No change 12,294 $965K
Frank, Rimerman Advisors LLC 0.07% New 12,123 $951K
Icon Wealth Advisors, LLC 0.08% Reduce -5.9% 10,954 $943K
Integrated Wealth Concepts LLC 0.01% Add +0.7% 11,928 $936K
B.O.S.S. Retirement Advisors, LLC 0.24% Add +2.6% 11,849 $930K
Harbour Investment Management LLC 0.43% Add +16.8% 11,745 $922K
Prairie Sky Financial Group LLC 0.57% No change 11,736 $921K
iA Global Asset Management Inc. 0.02% New 11,714 $919K
Welch & Forbes LLC 0.01% Reduce -3.9% 11,740 $916K
Hummer Financial Advisory Services Inc 0.79% No change 11,622 $912K
Paloma Partners Management Co 0.10% Add +76.0% 11,582 $909K
Banque Cantonale Vaudoise 0.04% Add +38.1% 11,574 $908K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -30.6% 11,511 $903K
QRG Capital Management, Inc. 0.01% Add +0.2% 11,462 $899K
Merit Financial Group, LLC 0.02% Add +3.8% 11,402 $895K
Norinchukin Bank, The 0.03% Add +8.3% 11,374 $892K
Rowlandmiller & Partners.adv 0.19% No change 11,305 $887K
PFW Advisors LLC 0.28% Add +0.9% 11,277 $885K
Trueblood Wealth Management, LLC 0.50% Reduce -4.0% 11,206 $879K
Sciencast Management LP 0.30% Reduce -53.1% 11,127 $873K
HM Payson & Co. 0.02% Add +0.1% 10,918 $857K
Blue Trust, Inc. 0.01% Add +15.9% 10,394 $854K
GAMMA Investing LLC 0.12% Add +21.6% 10,877 $853K
Venture Visionary Partners LLC 0.04% Add +0.0% 10,875 $853K
Brown Capital Management LLC 0.02% Add +5.3% 10,868 $853K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -23.9% 10,831 $850K
Empirical Finance, LLC 0.05% Reduce -6.4% 10,655 $836K
Independent Financial Group, LLC 0.03% Add +11.6% 10,651 $836K
FORA Capital, LLC 0.10% Reduce -70.8% 10,623 $833K
TrinityPoint Wealth, LLC 0.13% Add +1.9% 10,621 $833K
Hendershot Investments Inc. 0.12% No change 10,446 $820K
Tiaa Trust, National Association 0.00% Reduce -9.4% 10,434 $819K
First Trust Direct Indexing L.P. 0.05% Add +43.5% 10,422 $818K
Portside Wealth Group, LLC 0.15% Reduce -0.8% 10,304 $808K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -2.1% 10,187 $799K
Brass Tax Wealth Management, Inc. 0.16% Add +149.3% 10,180 $799K
IFP Advisors, Inc 0.03% Add +24.0% 10,149 $796K
NEOS Investment Management LLC 0.03% Add +41.9% 10,128 $795K
Inceptionr LLC 0.22% Add +267.9% 10,054 $789K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.4% 10,051 $789K
Verition Fund Management LLC 0.01% New 9,788 $768K
PFG Investments, LLC 0.05% Add +0.6% 9,781 $767K
Wealthspire Advisors, LLC 0.01% Add +11.1% 9,758 $766K
Simplex Trading, LLC 0.02% Reduce -30.2% 9,753 $765K
Aviso Financial Inc. 0.04% — 9,747 $765K
Geneos Wealth Management Inc. 0.03% Add +35.4% 9,725 $763K
Lockheed Martin Investment Management Co. 0.04% Reduce -40.5% 9,700 $761K
Twin City Private Wealth, LLC 0.71% New 9,614 $754K
American State Bank (Iowa) 0.48% No change 9,584 $752K
Apollon Wealth Management, LLC 0.02% Reduce -1.3% 9,583 $752K
Bank & Trust Co 0.64% — 9,533 $748K
Johnson Investment Counsel Inc. 0.01% Reduce -0.7% 9,521 $747K
Private Harbour Investment Management & Counsel, LLC 0.78% Reduce -0.1% 9,504 $746K
IHT Wealth Management, LLC 0.03% Add +11.2% 9,390 $742K
Romano Brothers and Company 0.10% No change 9,453 $742K
Foundations Investment Advisors, LLC 0.02% Add +34.6% 9,444 $741K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -1.5% 9,432 $740K
Global Retirement Partners, LLC 0.02% Add +93.9% 9,386 $736K
Illinois Municipal Retirement Fund 0.01% Reduce -33.2% 9,363 $735K
Avantax Planning Partners, Inc. 0.02% Add +3.0% 9,348 $733K
Nomura Holdings Inc. 0.00% Add +270.7% 9,339 $733K
Fullcircle Wealth LLC 0.36% — 8,754 $731K
Fiduciary Trust Co 0.01% Reduce -1.1% 9,313 $731K
Johnson Financial Group, Inc. 0.04% Add +127.2% 9,304 $730K
Wealth Alliance, LLC 0.09% Add +9.3% 9,162 $719K
Prospera Financial Services Inc 0.02% Reduce -5.2% 9,128 $716K
Bridgefront Capital, LLC 0.30% New 9,115 $715K
Valmark Advisers, Inc. 0.01% Reduce -1.1% 8,934 $701K
Teza Capital Management LLC 0.09% New 8,906 $699K
Sigma Planning Corp 0.02% Add +33.5% 8,889 $697K
OneDigital Investment Advisors LLC 0.01% Add +21.4% 8,817 $692K
Claro Advisors Inc. 0.11% Reduce -3.7% 8,775 $688K
Chelsea Counsel Co. 0.34% No change 8,672 $680K
CHICAGO TRUST Co NA 0.14% Add +3.6% 8,659 $679K
FineMark National Bank & Trust 0.02% Reduce -1.7% 8,588 $674K
WNY Asset Management, LLC 0.09% Add +0.1% 8,507 $667K
Montag A & Associates Inc. 0.03% No change 8,414 $660K
Praxis Investment Management Inc. 0.05% No change 7,950 $657K
Scientech Research LLC 0.14% Add +35.9% 8,368 $657K
Sherbrooke Park Advisers LLC 0.11% New 8,256 $648K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 8,226 $645K
Searle & Co. 0.15% No change 8,200 $643K
Vantage Financial Partners, LLC 0.17% Reduce -11.8% 8,189 $642K
Mgo One Seven LLC 0.03% Add +38.3% 8,170 $641K
Obermeyer Wealth Partners 0.04% Reduce -0.6% 8,103 $636K
Exchange Traded Concepts, LLC 0.02% Add +5.0% 8,090 $635K
CENTRAL TRUST Co 0.02% Reduce -20.2% 8,068 $633K
Greenleaf Trust 0.01% Reduce -4.2% 8,017 $629K
Wesbanco Bank Inc. 0.02% Add +16.5% 8,005 $628K
MAI Capital Management 0.01% Add +13.3% 7,999 $628K
Beaton Management Co. Inc. 0.34% No change 7,988 $627K
McDonald Partners LLC 0.17% Add +2.0% 7,972 $626K
Great Valley Advisor Group, Inc. 0.02% Reduce -14.7% 7,951 $624K
Aristotle Atlantic Partners, LLC 0.02% No change 7,941 $623K
North Star Investment Management Corp. 0.05% Reduce -27.4% 7,932 $622K
My Legacy Advisors, LLC 0.20% Add +8.3% 7,930 $622K
Bleakley Financial Group, LLC 0.02% Add +1.7% 7,898 $620K
Simplicity Wealth,LLC 0.01% Add +2.1% 7,896 $620K
SageView Advisory Group, LLC 0.04% New 7,885 $619K
Choreo, LLC 0.01% New 7,930 $617K
Jump Financial, LLC 0.01% Reduce -84.6% 7,778 $610K
Marble Harbor Investment Counsel, LLC 0.07% No change 7,732 $607K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 7,679 $602K
Petrus Trust Company, LTA 0.06% Add +48.7% 7,651 $600K
Kingswood Wealth Advisors, LLC 0.05% Add +28.3% 7,614 $597K
Donoghue Forlines LLC 0.17% New 7,602 $596K
Triangle Securities Wealth Management 0.17% Add +30.9% 7,598 $596K
DAVENPORT & Co LLC 0.00% Add +2.0% 7,569 $594K
Winch Advisory Services, LLC 0.17% Add +0.5% 7,473 $586K
Concourse Financial Group Securities, Inc. 0.04% Add +11.1% 7,460 $585K
Csenge Advisory Group 0.03% Add +6.1% 7,406 $581K
Snowden Capital Advisors LLC 0.02% Add +12.9% 7,356 $577K
Investment House LLC 0.03% No change 7,300 $573K
Allworth Financial LP 0.00% Reduce -40.1% 6,998 $571K
Axq Capital, LP 0.13% New 7,244 $568K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -0.7% 7,164 $562K
Clifford Swan Investment Counsel LLC 0.02% No change 7,142 $560K
Dakota Wealth Management 0.01% Reduce -6.8% 7,106 $558K
Steph & Co. 0.19% No change 7,096 $557K
Trust Co. of Toledo NA 0.08% Reduce -5.3% 7,089 $556K
Carnegie Investment Counsel 0.02% New 7,070 $555K
Investment Management Corp of Ontario 0.01% Add +39.5% 7,062 $554K
NewEdge Wealth, LLC 0.01% Reduce -1.2% 7,040 $552K
Venturi Wealth Management, LLC 0.03% Reduce -4.3% 6,998 $549K
SpiderRock Advisors, LLC 0.01% Reduce -52.9% 6,867 $539K
Integrated Advisors Network LLC 0.03% Add +0.4% 6,852 $538K
Gradient Investments LLC 0.01% Add +288.8% 6,824 $535K
Oak Thistle LLC 0.40% New 6,811 $534K
MPS Loria Financial Planners, LLC 0.17% Add +0.5% 6,739 $529K
Vestmark Advisory Solutions, Inc. 0.02% Add +0.5% 6,735 $528K
Fox Run Management, L.L.C. 0.10% New 6,727 $528K
Elevated Capital Advisors, LLC 0.15% New 6,698 $526K
Marcum Wealth, LLC 0.05% Add +39.3% 6,618 $519K
Paragon Private Wealth Management, LLC 0.29% Add +3.1% 6,607 $518K
Meeder Advisory Services, Inc. 0.04% Add +22.2% 6,569 $515K
Advisors Management Group Inc. 0.13% Add +0.4% 6,471 $508K
Ti-Trust, Inc. 0.39% No change 6,430 $504K
Weaver Capital Management LLC 0.16% Reduce -19.2% 6,425 $504K
TBH Global Asset Management, LLC 0.11% Reduce -7.7% 6,419 $504K
Voya Financial Advisors, Inc. 0.06% New 6,398 $502K
Alaska Permanent Fund Corp 0.01% Add +0.9% 5,825 $501K
Pearl River Capital, LLC 0.08% New 6,367 $500K
Farther Finance Advisors, LLC 0.02% Add +19.6% 6,427 $499K
Buckley Wealth Management, LLC 0.16% Reduce -0.0% 6,329 $497K
Bridges Investment Management Inc. 0.01% Add +5.4% 6,325 $496K
SPC Financial, Inc. 0.05% Add +0.5% 6,279 $493K
HRT Financial LP 0.00% Reduce -45.0% 6,270 $491K
Ransom Advisory, Ltd 0.24% Add +1.7% 6,118 $480K
Drake & Associates, LLC 0.17% Add +1.9% 6,096 $478K
Citizens Financial Group Inc. 0.01% Reduce -0.0% 6,086 $478K
Bradley Foster & Sargent Inc. 0.01% Add +2.0% 6,047 $474K
Ieq Capital, LLC 0.01% Add +17.6% 6,016 $472K
Resources Management Corp. /CT/ 0.07% Reduce -25.3% 6,022 $472K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -18.4% 6,005 $471K
Summit Financial, LLC 0.02% Add +14.9% 6,000 $471K
Clearstead Advisors, LLC 0.01% Reduce -5.1% 5,980 $469K
City State Bank 0.19% No change 5,953 $467K
Capstone Investment Advisors, LLC 0.02% Add +6.4% 5,893 $462K
MGB Wealth Management, LLC 0.17% No change 5,714 $461K
Horizon Investments, LLC 0.01% Add +1.5% 5,864 $460K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -10.2% 5,855 $459K
Nebula Research & Development LLC 0.07% Reduce -12.7% 5,814 $456K
Daymark Wealth Partners, LLC 0.02% Reduce -1.0% 5,791 $454K
Trivium Point Advisory, LLC 0.07% Add +5.0% 5,763 $452K
LVZ, Inc. 0.06% Reduce -0.9% 5,728 $449K
EP Wealth Advisors, LLC 0.00% Add +35.1% 5,717 $449K
Dynamic Advisor Solutions LLC 0.01% Add +0.1% 5,693 $447K
Intrua Financial, LLC 0.07% Add +0.0% 5,665 $444K
Prime Capital Investment Advisors, LLC 0.01% Add +5.2% 5,650 $443K
Spinnaker Trust 0.03% Reduce -0.3% 5,648 $443K
North Star Asset Management Inc. 0.02% Add +9.6% 5,643 $443K
Chicago Capital, LLC 0.01% No change 5,638 $442K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -18.4% 5,614 $441K
PAX Financial Group, LLC 0.09% Add +4.6% 5,590 $439K
Advisor OS, LLC 0.05% Add +7.0% 5,577 $438K
Signaturefd, LLC 0.01% Add +10.4% 5,560 $436K
Vinva Investment Management Ltd 0.02% New 5,538 $434K
Financial Advisory Partners, LLC 0.16% Reduce -10.6% 5,494 $431K
Boothbay Fund Management, LLC 0.01% New 5,450 $428K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -14.3% 5,448 $427K
Hutner Capital Management Inc. 0.23% No change 5,427 $426K
Thrive Wealth Management, LLC 0.08% Add +68.5% 5,387 $423K
Mission Wealth Management, LP 0.01% Reduce -4.4% 5,346 $419K
Krane Funds Advisors LLC 0.02% Reduce -1.8% 5,326 $418K
Capula Management Ltd 0.00% New 5,321 $417K
Jones Financial Companies LLLP 0.00% Add +143.9% 5,293 $415K
Chesley Taft & Associates LLC 0.02% No change 5,280 $414K
Boston Family Office LLC 0.03% No change 5,251 $412K
Blossom Wealth Management 0.90% Add +4.0% 5,248 $412K
Private Trust Co. NA 0.04% Add +21.5% 5,237 $411K
Oarsman Capital, Inc. 0.09% Reduce -5.5% 5,194 $408K
Peak Financial Advisors LLC 0.23% New 5,125 $402K
Equitable Holdings, Inc. 0.00% Add +19.6% 5,081 $399K
Navera Investment Management Ltd. 0.01% No change 5,080 $399K
Old Second National Bank of Aurora 0.10% Reduce -1.9% 5,074 $398K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -3.1% 5,038 $395K
Moisand Fitzgerald Tamayo, LLC 0.06% No change 5,033 $395K
Confluence Wealth Services, Inc. 0.03% New 4,997 $392K
Hudock, Inc. 0.07% Add +0.1% 4,985 $391K
Norden Group LLC 0.08% Reduce -13.9% 4,971 $390K
Aviva PLC 0.00% No change 4,922 $386K
SYM FINANCIAL Corp 0.06% New 4,903 $385K
Partnership Wealth Management, LLC 0.28% No change 4,900 $384K
Inspirion Wealth Advisors, LLC 0.06% Add +0.1% 4,868 $382K
Rehmann Capital Advisory Group 0.03% Add +9.5% 4,844 $380K
Los Angeles Capital Management LLC 0.00% Add +23.8% 4,843 $380K
Mill Capital Management, LLC 0.03% No change 4,824 $378K
Alpha Cubed Investments, LLC 0.02% Reduce -3.0% 4,770 $374K
Wealth Architects, LLC 0.05% Reduce -7.5% 4,748 $373K
Smith, Moore & Co. 0.04% Add +0.0% 4,746 $372K
LS Investment Advisors, LLC 0.06% No change 4,732 $371K
IAG Wealth Partners, LLC 0.07% Reduce -34.2% 4,707 $369K
Moors & Cabot, Inc. 0.02% Reduce -27.8% 4,704 $369K
Ballentine Partners, LLC 0.01% Reduce -53.3% 4,685 $368K
Sierra Summit Advisors LLC 0.09% New 4,653 $365K
Advisors Capital Management, LLC 0.01% Add +4.1% 4,649 $365K
V-Square Quantitative Management LLC 0.06% Add +8.1% 4,646 $365K
Stablepoint Partners, LLC 0.07% New 4,327 $364K
Cerro Pacific Wealth Advisors LLC 0.14% — 4,634 $364K
Smithfield Trust Co 0.02% Add +0.4% 4,589 $362K
Forum Financial Management, LP 0.01% Reduce -1.3% 4,609 $362K
Ascentis Independent Advisors 0.07% — 4,555 $357K
West Paces Advisors Inc. 0.09% Reduce -2.1% 4,537 $356K
Bruce & Co., Inc. 0.12% New 4,509 $354K
Moody LYNN Lieberson & Walker, LLC 0.02% Reduce -2.2% 4,508 $354K
McDonough Capital Management, Inc 0.26% No change 4,500 $353K
Faithward Advisors, LLC 0.06% Add +5.5% 4,398 $345K
Braun Stacey Associates Inc. 0.01% New 4,381 $344K
AlphaCore Capital LLC 0.08% Reduce -31.5% 4,373 $343K
Waverly Advisors, LLC 0.01% Add +25.3% 4,371 $343K
Greenfield Savings Bank 0.18% No change 4,368 $343K
Freedom Investment Management, Inc. 0.03% Reduce -4.3% 4,358 $342K
Blue Barn Wealth, LLC 0.19% Add +7.5% 4,345 $341K
Parallel Advisors, LLC 0.01% Add +5.1% 4,319 $339K
Carl P. Sherr & Co., LLC 0.19% No change 4,293 $337K
Haverford Trust Co 0.00% Add +2.6% 4,284 $336K
Insight Wealth Strategies, LLC 0.05% Add +1.0% 4,267 $335K
Tarbox Family Office, Inc. 0.06% No change 4,266 $335K
Tidal Investments LLC 0.00% Reduce -19.5% 4,262 $334K
Wintrust Investments LLC 0.03% Reduce -6.6% 4,243 $333K
Arete Wealth Advisors, LLC 0.03% New 4,227 $331K
Courier Capital LLC 0.03% No change 4,206 $330K
Mairs & Power Inc. 0.00% Add +5.0% 4,200 $330K
Focus Financial Network, Inc. 0.01% Reduce -10.6% 3,996 $329K
Federation des caisses Desjardins du Quebec 0.00% Add +26012.5% 4,178 $328K
Asahi Life Asset Management Co., LTD. 0.23% New 4,170 $327K
Peapack Gladstone Financial Corp. 0.01% Reduce -35.9% 4,165 $327K
United Capital Financial Advisors, LLC 0.00% Reduce -10.8% 4,166 $327K
HBK Sorce Advisory LLC 0.01% Add +1.8% 4,130 $324K
Alhambra Investment Management LLC 0.18% No change 4,085 $321K
Aptus Capital Advisors, LLC 0.01% Add +2.1% 4,076 $320K
JGP Wealth Management, LLC 0.05% Reduce -95.5% 4,075 $320K
Old Mission Investment Co LLC 0.10% No change 4,069 $319K
Bard Financial Services, Inc. 0.03% No change 4,060 $319K
HB Wealth Management, LLC 0.00% Add +42.8% 4,054 $318K
Plancorp, LLC 0.01% Reduce -1.8% 4,044 $317K
Carret Asset Management, LLC 0.04% Reduce -34.4% 4,000 $314K
Prossimo Advisors, LLC 0.28% New 3,963 $311K
Sound View Wealth Advisors Group, LLC 0.03% No change 3,941 $309K
Financial Advocates Investment Management 0.02% Reduce -35.5% 3,922 $308K
MQS Management LLC 0.19% Add +4.7% 3,901 $306K
Appleton Partners Inc. 0.02% No change 3,887 $305K
Tompkins Financial Corp. 0.03% No change 3,885 $305K
Red Cedar Investment Management, LLC 0.04% No change 3,879 $304K
Nilsine Partners, LLC 0.04% No change 3,841 $301K
Brandywine Oak Private Wealth LLC 0.03% Reduce -9.5% 3,836 $301K
Park National Corp. 0.01% Add +18.1% 3,834 $301K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -41.4% 3,830 $301K
WealthTrust Axiom LLC 0.10% No change 3,816 $299K
Fortis Group Advisors, LLC 0.06% No change 3,805 $299K
Modern Wealth Management, LLC 0.02% Add +39.4% 3,803 $298K
Capital Advisors Inc. 0.01% Add +4.0% 3,774 $296K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,744 $294K
ZWJ Investment Counsel Inc. 0.01% Add +1.3% 3,735 $293K
Hanson & Doremus Investment Management 0.05% Reduce -6.0% 3,710 $291K
WoodTrust Financial Corp 0.04% No change 3,675 $288K
Wilmington Savings Fund Society, FSB 0.01% Reduce -6.4% 3,670 $288K
Bank of New Hampshire 0.07% No change 3,660 $287K
Crewe Advisors LLC 0.03% Add +0.4% 3,655 $287K
Armstrong, Fleming & Moore, Inc 0.18% Add +0.4% 3,653 $287K
Stephens Inc. 0.00% Reduce -1.4% 3,649 $286K
Transcend Capital Advisors, LLC 0.02% Reduce -0.8% 3,601 $283K
First Foundation Advisors 0.01% Add +6.2% 3,580 $281K
Callan Capital, LLC 0.02% Add +4.4% 3,545 $278K
Ascension Asset Management LLC 0.14% No change 3,500 $275K
Nixon Peabody Trust Co. 0.02% No change 3,500 $275K
F/m Investments LLC 0.01% New 3,461 $272K
Zacks Investment Management 0.00% Reduce -8.4% 3,452 $271K
Centennial Wealth Advisory LLC 0.12% Add +7.6% 3,450 $271K
GPS Wealth Strategies Group, LLC 0.04% Add +8.5% 3,446 $270K
Robertson Stephens Wealth Management, LLC 0.01% Add +4.4% 3,403 $267K
Wealthquest Corp 0.03% No change 3,400 $267K
Inspire Investing, LLC 0.03% Reduce -37.9% 3,360 $264K
Pitcairn Co. 0.02% Add +5.5% 3,355 $263K
Summit Asset Management, LLC 0.03% No change 3,335 $262K
Blue Chip Partners, LLC 0.02% Add +12.1% 3,332 $261K
Evexia Wealth LLC 0.10% Add +1.0% 3,158 $259K
Fulton Bank, N.A. 0.01% Add +9.5% 3,266 $256K
Sterling Investment Advisors LLC 0.16% Add +0.4% 3,262 $256K
Wealthcare Advisory Partners LLC 0.01% New 3,252 $255K
Gladstone Institutional Advisory LLC 0.01% Add +23.3% 3,250 $255K
Strategy Asset Managers LLC 0.06% Reduce -9.0% 2,875 $254K
1ST Source Bank 0.01% Add +0.1% 3,231 $254K
Phillips Wealth Planners LLC 0.27% Reduce -1.4% 3,242 $253K
Cigna Investments Inc. 0.05% Reduce -1.8% 3,230 $253K
CI Investments Inc. 0.00% Add +17.0% 3,224 $253K
Zions Bancorporation, N.A. 0.02% Reduce -2.9% 3,217 $252K
Midland Wealth Advisors, LLC 0.01% New 3,217 $252K
Aigen Investment Management, LP 0.05% New 3,199 $251K
Keystone Financial Group 0.09% Reduce -1.4% 3,168 $249K
West Family Investments, Inc. 0.07% Reduce -37.0% 3,154 $247K
Systematic Portfolios LLC 1.71% New 3,135 $246K
Fifth Third Wealth Advisors LLC 0.02% New 3,122 $245K
MJP Associates Inc. 0.05% Reduce -0.3% 3,060 $240K
Cypress Wealth Services, LLC 0.05% New 3,060 $240K
Bremer Bank National Association 0.05% No change 3,051 $239K
CRA Financial Services, LLC 0.05% No change 3,050 $239K
Longfellow Investment Management Co. LLC 0.06% Add +0.7% 3,004 $236K
D L Carlson Investment Group Inc. 0.05% No change 3,004 $236K
UNIVEST FINANCIAL Corp 0.07% Add +9.3% 2,986 $234K
Successful Portfolios LLC 0.16% Reduce -11.1% 2,984 $234K
Bank of Stockton 0.07% No change 2,982 $234K
Syon Capital LLC 0.02% Add +0.8% 2,953 $232K
Florida Trust Wealth Management Co 0.01% Reduce -26.3% 2,951 $232K
HTLF Bank 0.03% Add +1.2% 2,948 $231K
New Century Financial Group, LLC 0.10% New 2,948 $231K
International Assets Investment Management, LLC 0.02% Reduce -5.2% 2,941 $231K
Compass Financial Group, INC 0.05% No change 2,938 $231K
Isthmus Partners, LLC 0.03% No change 2,929 $230K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% Add +0.2% 2,917 $229K
Glenview Trust Co 0.00% Reduce -18.4% 2,916 $229K
Lodestone Wealth Management LLC 0.12% No change 2,888 $227K
Rwa Wealth Partners, LLC 0.00% Reduce -12.8% 2,881 $226K
International Private Wealth Advisors LLC 0.38% Add +6.2% 2,848 $223K
Brady Family Wealth, LLC 0.07% Reduce -23.1% 2,845 $223K
Synovus Financial Corp. 0.00% New 2,845 $223K
Buckingham Strategic Wealth, LLC 0.00% Reduce -2.4% 2,841 $223K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -91.7% 2,834 $222K
MTM Investment Management, LLC 0.09% No change 2,830 $222K
Premier Path Wealth Partners, LLC 0.04% New 2,825 $222K
Coldstream Capital Management Inc. 0.01% Reduce -4.7% 2,801 $220K
First Heartland Consultants, Inc. 0.02% Reduce -7.4% 2,789 $219K
Hurlow Wealth Management Group, Inc. 0.08% No change 2,790 $219K
Capital Investment Services of America, Inc. 0.02% No change 2,786 $219K
Main Street Financial Solutions, LLC 0.02% Add +2.3% 2,785 $219K
Meiji Yasuda Life Insurance Co 0.00% New 2,784 $218K
Danske Bank A/S 0.00% Add +0.5% 2,774 $218K
Principle Wealth Partners LLC 0.02% No change 2,770 $217K
Western Wealth Management, LLC 0.02% Reduce -0.8% 2,763 $217K
Boston Financial Mangement LLC 0.01% No change 2,759 $216K
Providence Wealth Advisors, LLC 0.17% Add +0.4% 2,772 $216K
Checchi Capital Advisers, LLC 0.02% Reduce -10.8% 2,757 $216K
Buska Wealth Management, LLC 0.09% No change 2,757 $216K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $215K
Axxcess Wealth Management, LLC 0.01% Add +0.0% 2,728 $214K
KOM Wealth Management Group, LLC 0.20% Reduce -6.8% 2,719 $213K
Beacon Investment Advisors LLC 0.11% Add +0.3% 2,713 $213K
Capital Asset Advisory Services LLC 0.01% No change 2,728 $213K
Kovack Advisors, Inc. 0.02% Add +0.8% 2,704 $212K
Arcadia Investment Management Corp. 0.04% No change 2,700 $212K
WFA Asset Management Corp 0.12% Reduce -46.8% 2,693 $211K
Live Oak Private Wealth LLC 0.04% No change 2,692 $211K
Fiduciary Financial Group, LLC 0.05% — 2,606 $211K
CreativeOne Wealth, LLC 0.01% New 2,671 $210K
IFG Advisors, LLC 0.05% No change 2,670 $209K
Liberty Wealth Management LLC 0.04% Add +0.2% 2,659 $209K
Ironwood Investment Counsel, LLC 0.04% Reduce -1.7% 2,654 $208K
Continuum Advisory, LLC 0.03% Add +96.7% 2,638 $207K
Portman Square Capital LLP 0.16% New 2,629 $206K
Beese Fulmer Investment Management, Inc. 0.02% No change 2,628 $206K
Lifeworks Advisors, LLC 0.06% New 2,620 $206K
Dark Forest Capital Management LP 0.04% New 2,615 $205K
Choate Investment Advisors 0.01% Add +2.3% 2,604 $204K
Midwest Professional Planners, LTD. 0.07% No change 2,590 $203K
Chesapeake Asset Management LLC 0.19% Reduce -2.6% 2,587 $203K
John G Ullman & Associates Inc. 0.03% Add +5.6% 2,587 $203K
Spirepoint Private Client, LLC 0.03% Reduce -5.9% 2,579 $202K
Tsfg, LLC 0.05% Add +2.0% 2,580 $202K
Ipswich Investment Management Co., Inc. 0.05% No change 2,572 $202K
XTX Topco Ltd 0.02% Reduce -63.3% 2,571 $202K
UMB Bank, n.a. 0.00% Reduce -22.1% 2,496 $196K
Ridgewood Investments LLC 0.10% New 2,496 $196K
Duncker Streett & Co. Inc. 0.04% No change 2,482 $195K
Dunhill Financial, LLC 0.12% Add +9392.0% 2,373 $186K
Monetary Management Group Inc. 0.05% No change 2,350 $184K
TCTC Holdings, LLC 0.01% No change 2,331 $183K
AdvisorNet Financial, Inc 0.02% Add +122.5% 2,303 $181K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% Reduce -3.1% 2,300 $180K
Virtus Advisers, LLC 0.09% Add +3.1% 2,247 $176K
Perkins Coie Trust Co 0.04% No change 2,202 $173K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -13.7% 2,137 $168K
Mowery & Schoenfeld Wealth Management, LLC 0.24% No change 2,133 $167K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 2,111 $166K
EntryPoint Capital, LLC 0.08% Add +46.9% 2,065 $162K
Tyler-Stone Wealth Management 0.06% No change 1,995 $157K
First Command Advisory Services, Inc. 0.00% Reduce -94.9% 1,992 $156K
Avior Wealth Management, LLC 0.01% Reduce -29.4% 1,963 $154K
Addison Advisors LLC 0.05% Add +1.2% 1,949 $153K
Quadrant Capital Group LLC 0.01% Add +1.6% 1,942 $152K
Brown Brothers Harriman & Co. 0.00% Add +434.7% 1,866 $146K
Operose Advisors LLC 0.05% Reduce -21.4% 1,787 $140K
Richardson Financial Services Inc. 0.10% Add +13.4% 1,743 $137K
Financial Network Wealth Advisors LLC 0.10% New 1,676 $133K
Cape Investment Advisory, Inc. 0.06% New 1,676 $131K
Bray Capital Advisors 0.03% No change 1,592 $125K
Red Tortoise LLC 0.06% No change 1,514 $119K
nVerses Capital, LLC 0.07% New 1,500 $118K
Laffer Tengler Investments, Inc. 0.03% No change 1,424 $112K
Centaurus Financial, Inc. 0.01% Add +4.6% 1,414 $111K
Sentry Investment Management LLC 0.05% Reduce -17.0% 1,373 $108K
JNBA Financial Advisors 0.01% No change 1,365 $107K
Quarry LP 0.05% Add +158.3% 1,361 $107K
State of Wyoming 0.02% Add +10.4% 1,340 $105K
Financial Perspectives, Inc 0.04% No change 1,338 $105K
Smartleaf Asset Management LLC 0.02% Reduce -48.2% 1,317 $103K
Hexagon Capital Partners LLC 0.02% Reduce -0.1% 1,280 $100K
Sandy Spring Bank 0.00% No change 1,263 $99K
Quent Capital, LLC 0.01% Add +6.6% 1,193 $94K
Glass Jacobson Investment Advisors llc 0.03% No change 1,168 $92K
Union Savings Bank 0.05% No change 1,100 $86K
Park Place Capital Corp 0.03% Reduce -66.7% 1,061 $83K
St Germain D J Co. Inc. 0.00% Reduce -15.5% 1,060 $83K
Intelligent Financial Strategies 0.05% No change 1,059 $83K
Beacon Capital Management, LLC 0.02% Add +44.7% 1,055 $83K
CoreCap Advisors, LLC 0.01% Add +4.9% 1,051 $82K
Whittier Trust Co. 0.00% No change 1,035 $81K
TFC Financial Management, Inc. 0.01% No change 1,028 $81K
First Personal Financial Services 0.02% Add +0.5% 1,025 $80K
Alta Advisers Ltd 0.04% No change 1,000 $78K
Pinnacle Bancorp, Inc. 0.02% No change 982 $77K
Register Financial Advisors LLC 0.04% No change 979 $77K
Clean Yield Group 0.03% Reduce -34.0% 970 $76K
Independence Bank of Kentucky 0.02% Add +26.5% 956 $75K
Chris Bulman Inc 0.05% — 942 $74K
SWS Partners 0.02% New 937 $74K
EverSource Wealth Advisors, LLC 0.00% Add +4.8% 846 $73K
First Pacific Financial 0.02% No change 902 $71K
Colonial Trust Advisors 0.01% Add +34.5% 873 $68K
Boit C F David 0.04% No change 867 $68K
Lindbrook Capital, LLC 0.01% Reduce -13.6% 823 $65K
Oakworth Capital, Inc. 0.00% No change 809 $63K
Capital Advisors, Ltd. LLC 0.01% Reduce -5.7% 804 $63K
Hilltop National Bank 0.02% No change 775 $61K
Loomis Sayles & Co. L P 0.00% Add +49.1% 759 $60K
Central Pacific Bank - Trust Division 0.01% No change 741 $58K
Ostrum Asset Management 0.01% Reduce -90.2% 741 $58K
Mark Sheptoff Financial Planning, LLC 0.03% Add +13.8% 740 $58K
Strengthening Families & Communities, LLC 0.02% Add +10.4% 708 $56K
Avalon Trust Co 0.00% No change 700 $55K
First Horizon Advisors, Inc. 0.00% Add +4.7% 697 $55K
TruNorth Capital Management, LLC 0.02% Add +112.3% 690 $54K
Spire Wealth Management 0.00% Add +18.6% 682 $54K
Lanark Financial, Inc. 0.00% Reduce -5.4% 679 $53K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 665 $52K
Concord Wealth Partners 0.01% No change 644 $51K
Strategic Financial Concepts, LLC 0.03% New 122,171 $50K
Cassady Schiller Wealth Management, LLC 0.02% No change 630 $49K
Chilton Capital Management LLC 0.00% New 627 $49K
Headlands Technologies LLC 0.01% Reduce -59.7% 624 $49K
Manchester Capital Management LLC 0.01% Add +302.6% 616 $48K
Hollencrest Capital Management 0.00% No change 612 $48K
GW&K Investment Management, LLC 0.00% Add +11.6% 617 $48K
Prestige Wealth Management Group LLC 0.01% Reduce -6.3% 607 $48K
Tanglewood Legacy Advisors, LLC 0.02% No change 600 $47K
Mizuho Bank, Ltd. 0.01% New 600 $47K
Trust Co. of Vermont 0.00% Reduce -8.6% 598 $47K
Parkside Financial Bank & Trust 0.01% Add +16.1% 597 $47K
SYSTM Wealth Solutions LLC 0.01% Reduce -31.4% 588 $46K
Anchor Investment Management, LLC 0.00% No change 587 $46K
St. Johns Investment Management Company, LLC 0.02% No change 580 $46K
Oliver Lagore Vanvalin Investment Group 0.01% No change 578 $45K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +9.7% 578 $45K
WASHINGTON TRUST Co 0.00% Add +3.4% 572 $45K
Arax Advisory Partners 0.00% Add +4269.2% 568 $45K
CNB Bank 0.02% No change 566 $44K
Cromwell Holdings LLC 0.03% — 558 $44K
Sugarloaf Wealth Management, LLC 0.01% No change 553 $43K
Strategic Investment Solutions, Inc. 0.01% — 490 $43K
Cherry Tree Wealth Management, LLC 0.01% Add +5.2% 548 $43K
Gen-Wealth Partners Inc 0.02% Add +1.9% 544 $43K
Barrett & Company, Inc. 0.02% No change 540 $42K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -3.6% 539 $42K
ESL Trust Services, LLC 0.01% Add +17.5% 530 $42K
Salem Investment Counselors Inc. 0.00% No change 518 $41K
Perritt Capital Management Inc 0.02% Add +1.2% 515 $40K
Bruce G. Allen Investments, LLC 0.03% Reduce -5.9% 511 $40K
SOA Wealth Advisors, LLC. 0.01% No change 480 $38K
Triad Wealth Partners, LLC 0.02% New 464 $36K
Piscataqua Savings Bank 0.03% No change 459 $36K
FinTrust Capital Advisors, LLC 0.01% Add +9.7% 452 $35K
Essex Investment Management Co. LLC 0.01% No change 430 $34K
Kelly Financial Services LLC 0.01% Add +37.7% 427 $34K
Laurel Wealth Advisors LLC 0.01% Reduce -3.4% 426 $33K
Colonial Trust Co / SC 0.01% Add +3.9% 426 $33K
Deseret Mutual Benefit Administrators 0.02% No change 425 $33K
TD Waterhouse Canada Inc. 0.00% Reduce -14.6% 422 $33K
Maryland Capital Advisors Inc. 0.02% No change 418 $33K
Ancora Advisors LLC 0.00% No change 411 $32K
William B. Walkup & Associates, Inc. 0.02% — 398 $31K
Front Row Advisors LLC 0.01% Reduce -7.4% 398 $31K
Olistico Wealth, LLC 0.02% New 372 $29K
Sound Income Strategies, LLC 0.00% Reduce -3.2% 363 $28K
Pinnacle Financial Partners Inc 0.00% No change 328 $27K
Valued Wealth Advisors LLC 0.02% No change 343 $27K
Trust Co 0.00% No change 338 $27K
Center for Financial Planning, Inc. 0.00% No change 333 $26K
Valley National Advisers Inc. 0.00% Reduce -12.7% 343 $26K
Peoples Financial Services Corp. 0.01% No change 326 $26K
Global X Japan Co., Ltd. 0.00% Add +58.1% 321 $25K
Covestor Ltd 0.02% Add +64.4% 314 $25K
Northwest Bank & Trust Co 0.02% No change 300 $24K
Hazlett, Burt & Watson, Inc. 0.01% Add +0.4% 282 $23K
Silvant Capital Management LLC 0.00% No change 290 $23K
Opal Wealth Advisors, LLC 0.01% Reduce -6.3% 280 $22K
Atlantic Private Wealth, LLC 0.02% Add +1.1% 277 $22K
Asset Dedication, LLC 0.00% No change 276 $22K
Christopher J. Hasenberg, Inc 0.01% No change 267 $21K
Princeton Global Asset Management LLC 0.00% Add +0.4% 258 $20K
Plante Moran Financial Advisors, LLC 0.00% Add +39.9% 256 $20K
Arrow Financial Corp 0.00% No change 250 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $19K
Scarborough Advisors, LLC 0.01% Add +1.3% 230 $18K
Boyd Watterson Asset Management LLC 0.01% No change 228 $18K
Stephens Consulting, LLC 0.01% No change 228 $18K
Rosenberg Matthew Hamilton 0.01% Reduce -71.3% 230 $18K
Atticus Wealth Management, LLC 0.01% No change 220 $17K
Cullen/Frost Bankers, Inc. 0.00% Add +94.3% 206 $16K
Family Firm, Inc. 0.00% New 206 $16K
Balefire, LLC 0.01% Add +831.8% 205 $16K
MV Capital Management, Inc. 0.00% Add +9.5% 184 $14K
Cornerstone Planning Group LLC 0.00% Reduce -23.9% 150 $13K
First Community Trust NA 0.01% No change 166 $13K
Versant Capital Management, Inc 0.00% Reduce -25.4% 162 $13K
HHM Wealth Advisors, LLC 0.00% No change 160 $13K
Annapolis Financial Services, LLC 0.00% No change 145 $11K
Sachetta, LLC 0.00% Reduce -15.7% 124 $11K
WR Wealth Planners, LLC 0.00% Add +12.6% 134 $11K
GHP Investment Advisors, Inc. 0.00% New 131 $10K
SWAN Capital LLC 0.01% New 126 $10K
Rogco, LP 0.00% No change 126 $10K
CGC Financial Services, LLC 0.00% No change 120 $9K
Kimelman & Baird, LLC 0.00% — 116 $9K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $9K
Wiser Advisor Group LLC 0.01% No change 111 $9K
Sittner & Nelson, LLC 0.00% No change 107 $8K
Key Financial Inc 0.00% No change 106 $8K
Briaud Financial Planning Inc 0.00% No change 114 $8K
Financial Management Professionals, Inc. 0.00% Add +1.0% 99 $8K
Eagle Bay Advisors LLC 0.00% No change 100 $8K
HighMark Wealth Management LLC 0.00% No change 100 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $8K
Northwest Capital Management Inc 0.00% No change 95 $7K
Naples Money Management LLC 0.01% No change 90 $7K
MilWealth Group LLC 0.00% Reduce -83.8% 89 $7K
MCF Advisors LLC 0.00% No change 87 $7K
Hobbs Group Advisors, LLC 0.00% — 83 $7K
Solstein Capital, LLC 0.00% No change 82 $6K
Harbor Investment Advisory, LLC 0.00% Add +110.3% 82 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -18.2% 81 $6K
Fortitude Family Office, LLC 0.00% No change 80 $6K
Investors Research Corp 0.00% No change 77 $6K
Redwood Wealth Management Group, LLC 0.00% New 76 $6K
Coppell Advisory Solutions LLC 0.00% — 69 $5K
Ruedi Wealth Management, Inc. 0.00% New 68 $5K
LRI Investments, LLC 0.00% Reduce -14.1% 67 $5K
Pingora Partners LLC 0.00% No change 65 $5K
SouthState Bank Corp 0.00% New 65 $5K
NFSG Corp 0.00% Add +133.3% 63 $5K
Mendota Financial Group, LLC 0.00% No change 60 $5K
Camelot Portfolios, LLC 0.00% New 59 $5K
Tucker Asset Management LLC 0.00% Add +59.5% 59 $5K
Voisard Asset Management Group, Inc. 0.00% No change 58 $5K
First Financial Corp. 0.00% No change 57 $4K
Glen Eagle Advisors, LLC 0.00% Reduce -45.2% 57 $4K
Carolinas Wealth Consulting LLC 0.00% Add +28.6% 54 $4K
Mfa Wealth Advisors, LLC 0.00% New 53 $4K
Sunbelt Securities, Inc. 0.00% No change 51 $4K
Abound Wealth Management 0.00% No change 49 $4K
Raffa Wealth Management, LLC 0.00% No change 40 $3K
Valley Wealth Managers, Inc. 0.00% New 40 $3K
Keener Financial Planning LLC 0.00% Reduce -59.7% 50 $3K
Capital Analysts, LLC 0.00% No change 38 $3K
Global Financial Private Client, LLC 0.00% No change 38 $3K
Redmont Wealth Advisors LLC 0.00% No change 37 $3K
Private Wealth Management Group, LLC 0.00% No change 34 $3K
Trifecta Capital Advisors, LLC 0.00% No change 34 $3K
McIlrath & Eck, LLC 0.00% Reduce -55.7% 27 $2K
Winthrop Capital Management, LLC 0.00% New 25 $2K
Avion Wealth 0.00% Add +25.0% 30 $2K
Penserra Capital Management LLC 0.00% No change 27 $2K
Raleigh Capital Management Inc. 0.00% Add +25.0% 25 $2K
Bell Investment Advisors, Inc 0.00% Reduce -23.1% 20 $2K
SJS Investment Consulting Inc. 0.00% No change 20 $2K
Planning Capital Management Corp 0.00% No change 19 $1K
Carmichael Hill & Associates, Inc. 0.00% No change 18 $1K
Pineridge Advisors LLC 0.00% No change 18 $1K
Salomon & Ludwin, LLC 0.00% Reduce -87.4% 18 $1K
Baldwin Wealth Partners LLC 0.00% New 18 $1K
Aspect Partners, LLC 0.00% No change 15 $1K
Creekmur Asset Management LLC 0.00% New 15 $1K
Fairman Group, LLC 0.00% No change 13 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Unique Wealth Strategies, LLC 0.00% New 10 $821
Highline Wealth Partners LLC 0.00% No change 10 $785
First United Bank & Trust 0.00% Reduce -97.5% 8 $628
Financial Gravity Asset Management, Inc. 0.00% Add +60.0% 8 $628
PSI Advisors, LLC 0.00% No change 8 $628
True Wealth Design, LLC 0.00% Add +14.3% 8 $628
Janiczek Wealth Management, LLC 0.00% No change 6 $471
CVA Family Office, LLC 0.00% Reduce -70.0% 6 $471
Creative Financial Designs Inc. 0.00% No change 6 $471
Larson Financial Group LLC 0.00% Add +200.0% 6 $471
Wolff Wiese Magana LLC 0.00% No change 5 $393
Nvwm, LLC 0.00% No change 5 $392
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $314
WestEnd Advisors, LLC 0.00% Reduce -20.0% 4 $314
New Millennium Group LLC 0.00% New 3 $235

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