WEC Energy GroupWEC

13F holders, Q4 2024 (December 31)
1,195holders +65
88new positions
77sold out
6famous investors
$94.03avg. 13F price*

At the end of Q4 2024, 1,195 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 65 from Q3 2024. 88 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.8B) and State Street Corp. ($2.0B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions88$205.9M
Exits77$186.8M

All 13F filers, Q3 2024 → Q4 2024: 18,492,120 shares bought and 11,134,680 shares sold, net +7,357,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,195 holders

Vanguard Group Inc. 0.07% Reduce -0.2% 39,683,998 $3.7B
BlackRock, Inc. 0.06% Add +3.1% 30,181,801 $2.8B
State Street Corp. 0.08% Add +0.1% 21,415,583 $2.0B
Wellington Management Group LLP 0.19% Add +134.2% 11,047,753 $1.0B
Geode Capital Management, LLC 0.06% Add +1.4% 8,063,653 $756.4M
Wells Fargo & Company 0.18% Reduce -1.4% 7,814,776 $734.9M
Bank of America Corp. 0.06% Reduce -13.7% 6,325,034 $594.8M
Deutsche Bank AG 0.21% Add +3.1% 5,722,158 $538.1M
JPMorgan Chase & Co. 0.03% Reduce -8.9% 4,377,337 $411.6M
Ameriprise Financial Inc. 0.10% Reduce -1.1% 4,240,575 $398.9M
Invesco Ltd. 0.07% Add +7.9% 4,212,188 $396.1M
Nuveen Asset Management, LLC 0.10% Add +15.4% 3,935,857 $370.1M
Charles Schwab Investment Management Inc. 0.07% Add +2.3% 3,863,782 $363.4M
Northern Trust Corp. 0.05% Add +3.9% 3,815,407 $358.8M
Morgan Stanley 0.02% Reduce -0.0% 3,514,541 $330.5M
Legal & General Group Plc 0.06% Reduce -7.9% 2,385,931 $224.4M
PNC Financial Services Group, Inc. 0.15% Reduce -0.9% 2,383,477 $224.1M
Bank of New York Mellon Corp 0.04% Add +2.1% 2,261,706 $212.7M
Envestnet Asset Management Inc. 0.06% Add +2.0% 2,089,132 $196.5M
Earnest Partners LLC 0.85% Add +1.6% 2,015,758 $189.6M
Raymond James Financial Inc. 0.07% — 2,008,492 $188.9M
Federated Hermes, Inc. 0.41% Add +24.4% 1,972,553 $185.5M
ClearBridge Investments Ltd 4.81% Add +4.6% 1,951,762 $183.5M
Royal Bank of Canada 0.04% Add +7.2% 1,825,595 $171.7M
American Century Companies Inc. 0.09% Reduce -31.0% 1,701,828 $160.0M
Caisse de depot et placement du Quebec 0.33% Reduce -10.8% 1,694,798 $159.4M
Magellan Asset Management Ltd 1.72% Reduce -28.1% 1,663,354 $156.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +25.9% 1,657,213 $155.8M
Principal Financial Group Inc. 0.08% Reduce -2.9% 1,584,915 $149.0M
UBS Group AG 0.03% Add +6.5% 1,515,365 $142.5M
Confluence Investment Management LLC 1.94% Reduce -1.4% 1,489,994 $140.1M
Janus Henderson Group PLC 0.07% Add +3815.2% 1,471,096 $138.3M
California Public Employees Retirement System 0.09% Reduce -0.4% 1,458,300 $137.1M
Clearbridge Investments, LLC 0.11% Add +3.2% 1,434,886 $134.9M
Goldman Sachs Group Inc. 0.03% Add +43.3% 1,419,440 $133.5M
Pictet Asset Management Holding SA 0.14% Reduce -26.1% 1,395,073 $131.2M
Duff & Phelps Investment Management Co. 1.53% Reduce -0.6% 1,357,527 $127.7M
CBRE Investment Management Listed Real Assets LLC 2.23% Reduce -2.3% 1,332,098 $125.3M
Stifel Financial Corp. 0.12% Add +0.4% 1,221,646 $114.9M
FMR LLC 0.01% Reduce -1.1% 1,219,990 $114.7M
Dimensional Fund Advisors LP 0.03% Add +2.6% 1,179,451 $110.9M
Westwood Holdings Group Inc. 0.85% Reduce -4.5% 1,162,258 $109.3M
Crawford Investment Counsel Inc. 1.95% Reduce -1.5% 1,151,701 $108.3M
Soroban Capital Partners LP 1.45% Reduce -25.8% 1,148,478 $108.0M
CIBC Private Wealth Group LLC 0.19% Reduce -6.5% 1,113,239 $105.5M
First Trust Advisors LP 0.09% Reduce -5.8% 1,054,764 $99.2M
Cincinnati Insurance Co. 1.63% No change 978,300 $92.0M
Bahl & Gaynor LLC 0.47% Reduce -2.5% 942,551 $88.6M
Bessemer Group Inc. 0.14% Reduce -2.4% 931,732 $87.6M
Swiss National Bank 0.06% Reduce -4.7% 892,887 $84.0M
Sei Investments Co. 0.11% Reduce -0.4% 881,601 $82.9M
BNP Paribas Financial Markets 0.06% Add +48.6% 832,834 $78.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -0.1% 821,145 $77.2M
Barclays PLC 0.04% Add +40.9% 802,556 $75.5M
Rathbones Group PLC 0.36% Reduce -0.0% 784,021 $73.7M
Mairs & Power Inc. 0.69% Add +18528.2% 763,758 $71.8M
Franklin Resources Inc. 0.02% Add +8.9% 751,734 $70.7M
LPL Financial LLC 0.03% Add +7.1% 702,290 $66.0M
Bank of Montreal 0.03% Reduce -21.3% 657,267 $61.8M
Gabelli Funds LLC 0.45% Reduce -0.7% 631,470 $59.4M
Rhumbline Advisers 0.05% Reduce -3.2% 608,252 $57.2M
HSBC Holdings PLC 0.04% Add +22.3% 606,764 $57.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.35% Reduce -0.4% 599,237 $56.4M
Canada Pension Plan Investment Board 0.05% Reduce -2.7% 578,559 $54.4M
Benjamin Edwards Inc. 0.77% Add +1.2% 575,198 $54.1M
Talaria Asset Management Pty Ltd 13.91% — 573,900 $54.0M
Citadel Advisors 0.05% Reduce -22.1% 556,862 $52.4M
Epoch Investment Partners, Inc. 0.25% Reduce -4.8% 539,395 $50.7M
Assenagon Asset Management S.A. 0.09% Reduce -12.2% 513,010 $48.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +12.2% 512,787 $48.1M
T. Rowe Price Associates Inc. 0.01% Add +1.2% 498,080 $46.8M
Vaughan David Investments LLC 1.09% Add +0.9% 489,088 $46.0M
Balyasny Asset Management L.P. 0.11% Add +846.3% 481,581 $45.3M
Energy Income Partners, LLC 0.88% Reduce -18.3% 456,815 $43.0M
Dearborn Partners LLC 1.80% Add +0.4% 456,569 $42.9M
Gateway Investment Advisers LLC 0.47% Add +20.9% 453,945 $42.7M
Marshall Wace, LLP 0.05% Add +358.4% 430,709 $40.5M
Retirement Systems of Alabama 0.15% Reduce -0.1% 430,451 $40.5M
Neuberger Berman Group LLC 0.03% Reduce -55.7% 403,359 $37.9M
Victory Capital Management Inc. 0.04% Reduce -3.5% 395,717 $37.2M
Employees Retirement System of Texas 0.37% No change 393,000 $37.0M
Donaldson Capital Management, LLC 1.39% New 387,293 $36.4M
Two Sigma Investments, LP 0.09% Add +992.1% 384,419 $36.2M
Macquarie Group Ltd. 0.04% Add +2.6% 389,985 $35.5M
California State Teachers Retirement System 0.04% Reduce -4.1% 376,280 $35.4M
National Pension Service 0.03% Reduce -11.3% 360,140 $33.9M
STRS Ohio 0.13% Add +2.8% 350,149 $32.9M
Alliancebernstein L.P. 0.01% Reduce -14.3% 348,297 $32.8M
US Bancorp \de 0.04% Reduce -3.8% 345,766 $32.5M
Country Trust Bank 0.78% Add +2.7% 333,419 $31.4M
Old Republic International Corp. 1.23% No change 332,331 $31.3M
Aware Super Pty Ltd as trustee of Aware Super 0.50% — 331,007 $31.1M
AQR Capital Management 0.04% Add +13.6% 299,530 $28.2M
Natixis Advisors, LLC 0.05% Add +7.2% 295,607 $27.8M
Adage Capital Partners Gp, L.L.C. 0.05% New 295,608 $27.8M
Korea Investment CORP 0.07% Reduce -32.8% 291,524 $27.4M
State Board of Administration of Florida Retirement System 0.05% Reduce -4.1% 286,266 $26.9M
Amundi 0.01% Add +2.6% 271,756 $25.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +3.0% 272,427 $25.6M
Ensign Peak Advisors, Inc 0.04% Add +10.6% 251,130 $23.6M
Baird Financial Group, Inc. 0.04% Add +1.8% 249,716 $23.5M
New York State Teachers Retirement System 0.05% Reduce -4.3% 249,568 $23.5M
Huntington National Bank 0.22% Add +0.7% 248,213 $23.3M
Susquehanna Fundamental Investments, LLC 0.39% — 245,031 $23.0M
Corient Private Wealth LP 0.04% Reduce -9.4% 237,247 $22.3M
W1M Asset Management Ltd 1.87% Reduce -36.8% 233,469 $22.0M
Braun Stacey Associates Inc. 0.82% Reduce -2.4% 232,905 $21.9M
Azimuth Capital Investment Management LLC 0.83% Add +179.4% 226,067 $21.3M
Empire Life Investments Inc. 1.30% Reduce -5.6% 219,790 $20.7M
Qube Research & Technologies Ltd 0.03% Reduce -77.9% 213,945 $20.1M
Citigroup Inc. 0.02% Reduce -13.3% 212,549 $20.0M
Nisa Investment Advisors, LLC 0.08% Reduce -3.0% 211,525 $19.9M
Wealth Enhancement Advisory Services, LLC 0.04% Add +5.9% 210,030 $19.8M
Commonwealth Equity Services, LLC 0.03% Add +2.1% 201,313 $18.9M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 200,000 $18.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.3% 198,649 $18.7M
MML Investors Services, LLC 0.06% Add +2.0% 196,880 $18.5M
National Bank of Canada 0.02% Add +16.9% 196,432 $18.5M
TD Asset Management Inc 0.02% Reduce -0.1% 186,913 $17.6M
Osaic Holdings, Inc. 0.04% Add +0.3% 186,980 $17.4M
State of Wisconsin Investment Board 0.04% Reduce -12.2% 184,431 $17.3M
Thomasville National Bank 1.25% Add +3.7% 184,416 $17.3M
Hennessy Advisors Inc. 0.50% Add +2.8% 179,440 $16.9M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.7% 177,326 $16.7M
South Street Advisors LLC 2.51% Add +3.4% 173,950 $16.4M
Beck Bode, LLC 2.95% Add +9.0% 171,822 $16.1M
Prudential Financial Inc. 0.02% Reduce -20.8% 171,102 $16.1M
Asset Management One Co., Ltd. 0.05% Reduce -1.3% 167,740 $15.9M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.1% 167,668 $15.8M
APG Asset Management N.V. 0.04% New 170,900 $15.5M
Russell Investments Group, Ltd. 0.02% Add +34.4% 162,800 $15.3M
Millennium Management 0.01% Add +82.2% 162,114 $15.2M
Adams Diversified Equity Fund, Inc. 0.57% New 161,600 $15.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.3% 159,178 $15.0M
Van Eck Associates Corp. 0.02% Add +30.8% 156,248 $14.7M
Hudson Bay Capital Management LP 0.10% Add +0.0% 150,424 $14.1M
Truist Financial Corp. 0.02% Reduce -3.0% 148,795 $14.0M
Mariner, LLC 0.02% Add +4.6% 147,524 $13.9M
Cetera Investment Advisers 0.03% Reduce -2.2% 147,466 $13.9M
Cidel Asset Management Inc. 0.93% Reduce -22.5% 146,845 $13.8M
Two Sigma Advisers, LP 0.03% New 146,400 $13.8M
Leeward Investments, LLC - MA 0.67% Reduce -2.8% 143,062 $13.5M
Allspring Global Investments Holdings, LLC 0.02% Add +8.0% 142,821 $13.4M
NFJ Investment Group, LLC 0.43% Reduce -1.7% 141,878 $13.3M
AE Wealth Management LLC 0.11% Add +6.7% 140,194 $13.2M
1832 Asset Management L.P. 0.02% New 140,150 $13.2M
Treasurer of the State of North Carolina 0.05% Add +0.6% 139,094 $13.1M
New York State Common Retirement Fund 0.02% Reduce -7.7% 136,421 $12.8M
Susquehanna International Group, LLP 0.02% Add +29.3% 134,325 $12.6M
Aberdeen Group plc 0.02% Add +13.8% 132,796 $12.4M
Townsquare Capital LLC 0.14% Add +10.8% 128,855 $12.1M
B. Metzler seel. Sohn & Co. AG 0.12% Reduce -0.5% 128,695 $12.1M
OMERS ADMINISTRATION Corp 0.11% Add +1.8% 128,077 $12.0M
Brookstone Capital Management 0.17% Reduce -0.8% 123,471 $11.6M
Resona Asset Management Co.,Ltd. 0.07% Reduce -1.9% 123,363 $11.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% — 123,308 $11.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -2.4% 123,049 $11.6M
Nicolet Advisory Services, LLC 1.06% Add +5.6% 123,560 $11.5M
DekaBank Deutsche Girozentrale 0.02% No change 122,847 $11.5M
Heartland Advisors Inc. 0.60% Reduce -0.9% 118,001 $11.1M
Rockland Trust Co. 0.56% Add +1.8% 116,795 $11.0M
&partners 0.13% Add +88.1% 117,758 $11.0M
Boston Trust Walden Corp 0.08% Reduce -0.5% 116,146 $10.9M
HighTower Advisors, LLC 0.01% Add +13.3% 113,927 $10.7M
Squarepoint Ops LLC 0.03% Reduce -7.0% 113,107 $10.6M
Toronto Dominion Bank 0.02% Reduce -18.9% 113,085 $10.6M
Annex Advisory Services, LLC 0.31% Add +6.5% 110,644 $10.4M
Teachers Retirement System of the State of Kentucky 0.09% Add +364.6% 109,783 $10.3M
Verity & Verity, LLC 0.94% New 109,227 $10.3M
Public Employees Retirement System of Ohio 0.04% Reduce -5.4% 108,668 $10.2M
Dean Investment Associates, LLC 1.39% Reduce -2.2% 103,700 $9.8M
Forsta Ap-Fonden 0.07% Reduce -1.5% 102,400 $9.6M
State of New Jersey Common Pension Fund D 0.04% No change 101,055 $9.5M
Sanctuary Advisors, LLC 0.06% Add +4.5% 95,134 $9.5M
HFR Wealth Management, LLC 2.33% Add +0.4% 100,353 $9.4M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -0.5% 99,806 $9.4M
Verition Fund Management LLC 0.05% Add +223.3% 96,876 $9.1M
Comerica Bank 0.04% Reduce -4.0% 96,106 $9.0M
Assetmark, Inc. 0.02% Add +172.9% 95,495 $9.0M
Cincinnati Specialty Underwriters Insurance CO 2.46% No change 95,000 $8.9M
Voya Investment Management LLC 0.01% Reduce -5.3% 94,161 $8.9M
FIL Ltd 0.01% Reduce -61.5% 94,019 $8.8M
Stratos Wealth Partners, LTD. 0.13% Add +4.1% 93,747 $8.8M
Franklin, Parlapiano, Turner & Welch, LLC 2.38% Reduce -2.2% 93,562 $8.8M
Guggenheim Capital LLC 0.07% Reduce -12.7% 92,325 $8.7M
Arizona State Retirement System 0.05% Add +1.5% 91,805 $8.6M
O'shaughnessy Asset Management, LLC 0.07% Add +6.5% 91,111 $8.6M
Morgan Dempsey Capital Management LLC 3.43% Reduce -9.1% 90,560 $8.5M
Corebridge Financial, Inc. 0.05% Reduce -3.9% 88,980 $8.4M
Mattern Capital Management, LLC 1.08% Reduce -3.6% 88,430 $8.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +19.8% 87,642 $8.2M
IFM Investors Pty Ltd 0.08% Reduce -8.6% 86,534 $8.1M
CIBC Asset Management Inc 0.03% Add +0.0% 86,511 $8.1M
State of Michigan Retirement System 0.04% Reduce -0.2% 85,884 $8.1M
Credit Agricole S A 0.03% Add +719.3% 85,285 $8.0M
Sagefield Capital LP 0.87% Add +18.7% 84,975 $8.0M
Hunter Perkins Capital Management, LLC 1.68% Reduce -18.6% 84,670 $8.0M
Fifth Third Bancorp 0.03% Reduce -5.4% 84,335 $7.9M
Brandywine Global Investment Management, LLC 0.06% Reduce -7.1% 83,796 $7.9M
MetLife Investment Management, LLC 0.04% Add +1.9% 83,727 $7.9M
Thomas Story & Son LLC 3.30% Reduce -1.3% 83,674 $7.9M
Gotham Asset Management 0.07% Add +1.2% 83,241 $7.8M
Bartlett & Co. Wealth Management LLC 0.11% Add +1.3% 82,925 $7.8M
Parsons Capital Management Inc. 0.42% Add +494.8% 82,784 $7.8M
Public Sector Pension Investment Board 0.03% Add +48.6% 82,054 $7.7M
Commerce Bank 0.05% Reduce -0.6% 79,084 $7.4M
Guardian Capital LP 0.27% Add +1.4% 78,523 $7.4M
Vestcor Inc 0.23% Reduce -11.6% 73,914 $7.0M
1834 Investment Advisors Co. 0.88% Reduce -10.0% 73,655 $6.9M
Envestnet Portfolio Solutions, Inc. 0.02% Add +0.1% 71,331 $6.7M
Janney Montgomery Scott LLC 0.02% Add +2.5% 70,983 $6.7M
State of Tennessee, Department of Treasury 0.02% Reduce -5.1% 70,800 $6.7M
Thompson Investment Management, Inc. 0.94% Reduce -1.2% 69,566 $6.5M
Wealthfront Advisers LLC 0.02% Add +142.8% 69,151 $6.5M
Panagora Asset Management Inc. 0.03% Add +128.5% 68,915 $6.5M
Czech National Bank 0.06% Add +6.5% 68,592 $6.5M
Old National Bancorp 0.15% Reduce -18.1% 67,556 $6.4M
SG Americas Securities, LLC 0.03% Add +46.5% 65,913 $6.2M
Creative Planning 0.01% Add +14.1% 65,623 $6.2M
Atria Investments, Inc 0.07% Add +1.3% 63,704 $6.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +23.1% 62,840 $5.9M
Amalgamated Bank 0.05% Add +0.1% 62,200 $5.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +14.9% 60,535 $5.7M
Baillie Gifford & Co. 0.00% Reduce -57.5% 59,698 $5.6M
Aquatic Capital Management LLC 0.15% New 59,480 $5.6M
Investment Management Corp of Ontario 0.18% Add +462.8% 58,880 $5.5M
Albion Financial Group 0.36% Add +0.1% 56,403 $5.3M
Bank of Nova Scotia 0.01% Add +14.8% 56,286 $5.3M
Avantax Advisory Services, Inc. 0.03% Add +3.2% 54,747 $5.1M
Motco 0.52% Reduce -1.2% 54,187 $5.1M
Cerity Partners LLC 0.01% Reduce -59.6% 53,647 $5.1M
Utah Retirement Systems 0.05% No change 52,284 $4.9M
NewEdge Advisors, LLC 0.03% Add +3.5% 52,259 $4.9M
Great Lakes Advisors, LLC 0.04% Add +0.5% 51,722 $4.9M
USS Investment Management Ltd 0.04% Reduce -39.2% 51,178 $4.8M
Orion Porfolio Solutions, LLC 0.05% Add +5.2% 50,629 $4.8M
Orion Portfolio Solutions, LLC 0.05% Add +5.2% 50,629 $4.8M
Opus Investment Management Inc. 3.47% No change 50,000 $4.7M
American Assets Investment Management, LLC 0.38% No change 50,000 $4.7M
Cibc World Markets Corp. 0.03% Add +16.4% 49,904 $4.7M
Yousif Capital Management, LLC 0.05% Reduce -1.4% 49,765 $4.7M
Advisory Services Network, LLC 0.09% Add +1.3% 49,456 $4.7M
ProShare Advisors LLC 0.01% Reduce -42.9% 47,960 $4.5M
Kingsview Wealth Management, LLC 0.09% Add +1.8% 47,785 $4.5M
Great Valley Advisor Group, Inc. 0.10% Add +12.5% 47,517 $4.5M
Mediolanum International Funds Ltd 0.06% Reduce -13.6% 47,330 $4.4M
Park Avenue Securities LLC 0.05% Add +22.1% 47,014 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% — 45,831 $4.3M
Quantinno Capital Management LP 0.04% Add +131.8% 45,134 $4.2M
Schonfeld Strategic Advisors LLC 0.03% Add +157.2% 45,030 $4.2M
Blair William & Co. 0.01% Add +0.4% 44,266 $4.2M
S&co Inc. 0.28% No change 44,237 $4.2M
Pacer Advisors, Inc. 0.01% Reduce -30.4% 44,170 $4.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +11.0% 43,848 $4.1M
Woodley Farra Manion Portfolio Management Inc. 0.20% Add +2.2% 43,567 $4.1M
T. Rowe Price Investment Management, Inc. 0.00% Add +22.6% 43,528 $4.1M
Bantamac Capital, LLC 1.82% No change 43,046 $4.0M
Alley Investment Management Company, LLC 0.51% Add +3.0% 42,485 $4.0M
New York Life Investment Management LLC 0.04% Add +0.9% 42,341 $4.0M
Xponance LLC 0.04% Reduce -2.5% 42,326 $4.0M
Cape Cod Five Cents Savings Bank 0.35% No change 41,221 $4.0M
Bright Rock Capital Management, LLC 0.84% No change 42,000 $3.9M
Advisors Asset Management, Inc. 0.07% Reduce -23.3% 41,614 $3.9M
Daiwa Securities Group Inc. 0.02% Add +8.1% 41,610 $3.9M
Ashton Thomas Private Wealth, LLC 0.15% Add +5.0% 40,165 $3.8M
Morton Community Bank 1.00% Add +1.4% 40,095 $3.8M
Nicholas Company, Inc. 0.06% Reduce -0.0% 39,760 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Add +0.6% 39,250 $3.7M
Johnson Financial Group, Inc. 0.17% Add +106.2% 37,214 $3.7M
Glenmede Trust Co. NA 0.02% Add +1.9% 39,222 $3.7M
Mackenzie Financial Corp. 0.01% Reduce -52.6% 38,921 $3.7M
Castellan Group 1.57% New 38,460 $3.6M
Cibc World Market Inc. 0.01% Add +1615.5% 38,084 $3.6M
N.E.W. Advisory Services LLC 0.34% Add +7.5% 38,019 $3.6M
Alta Capital Management LLC/ 0.21% Add +9.4% 37,999 $3.6M
Mutual of America Capital Management LLC 0.04% Reduce -2.6% 37,891 $3.6M
KLCM Advisors, Inc. 0.41% Add +6.4% 37,862 $3.6M
Richard C. Young & CO., LTD. 0.39% Reduce -1.1% 37,836 $3.6M
Allworth Financial LP 0.02% Add +534.3% 35,934 $3.5M
Alliance Wealth Advisors, LLC 0.90% Add +2.8% 36,948 $3.5M
Belpointe Asset Management LLC 0.21% Add +17.8% 37,028 $3.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% New 36,184 $3.4M
State of Alaska, Department of Revenue 0.04% Reduce -1.7% 36,080 $3.4M
Rafferty Asset Management, LLC 0.01% Reduce -2.5% 35,516 $3.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.09% Reduce -6.2% 35,455 $3.3M
United Capital Management of KS, Inc. 0.60% Add +2.2% 35,205 $3.3M
Regions Financial Corp. 0.02% Reduce -1.3% 34,646 $3.3M
Ontario Teachers Pension Plan Board 0.05% Add +57.5% 34,626 $3.3M
Schroder Investment Management Group 0.00% Reduce -0.5% 34,235 $3.2M
Harbour Investments, Inc. 0.09% Add +30.6% 34,171 $3.2M
Somerset Trust Co 1.21% Add +4.9% 34,136 $3.2M
Zions Bancorporation, N.A. 0.20% Add +2.1% 33,915 $3.2M
Steward Partners Investment Advisory, LLC 0.03% Add +7.7% 33,852 $3.2M
Kestra Private Wealth Services, LLC 0.05% Add +1.4% 33,721 $3.2M
Prosperity Consulting Group, LLC 0.23% Reduce -4.9% 33,163 $3.1M
Essential Planning, LLC. 0.02% New 31,720 $3.1M
Elo Mutual Pension Insurance Co 0.06% New 32,432 $3.0M
Brentview Investment Management LLC 1.73% — 32,293 $3.0M
Focus Partners Wealth 0.01% Add +40.0% 31,941 $3.0M
Morningstar Investment Services LLC 0.27% Reduce -89.0% 31,895 $3.0M
Farmers & Merchants Investments Inc. 0.09% No change 31,518 $3.0M
Rockefeller Capital Management L.P. 0.01% Add +15.4% 31,327 $2.9M
Quantbot Technologies LP 0.11% New 31,225 $2.9M
UniSuper Management Pty Ltd 0.02% Add +23.8% 31,027 $2.9M
Cincinnati Casualty Co. 1.63% No change 31,000 $2.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -88.8% 30,631 $2.9M
Hennion & Walsh Asset Management, Inc. 0.13% Add +3.8% 30,586 $2.9M
Vanguard Personalized Indexing Management, LLC 0.04% Add +16.8% 30,491 $2.9M
TD Private Client Wealth LLC 0.08% Add +0.9% 30,231 $2.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.2% 30,059 $2.8M
Leavell Investment Management, Inc. 0.14% Add +0.3% 29,988 $2.8M
Mizuho Securities USA LLC 0.05% Add +46.3% 29,983 $2.8M
Level Four Advisory Services, LLC 0.11% Add +2.3% 29,396 $2.8M
Lantz Financial LLC 0.72% Reduce -3.3% 28,807 $2.7M
RFG Advisory, LLC 0.08% Reduce -5.4% 28,772 $2.7M
HighPoint Advisor Group LLC 0.15% Add +0.2% 26,228 $2.7M
First American Bank 0.19% Add +0.4% 28,402 $2.7M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +39.1% 28,114 $2.7M
Brown Advisory Inc. 0.00% Add +4.3% 28,236 $2.7M
Smith Group Asset Management, LLC 0.19% New 28,000 $2.6M
Kestra Advisory Services, LLC 0.01% Reduce -1.8% 27,965 $2.6M
Bokf, NA 0.04% Add +0.2% 27,846 $2.6M
Motley Fool Wealth Management, LLC 0.13% Reduce -9.2% 27,217 $2.6M
Oregon Public Employees Retirement Fund 0.05% Add +0.1% 27,133 $2.6M
Rothschild Investment LLC 0.17% Add +0.1% 27,063 $2.5M
Skandinaviska Enskilda Banken AB (publ) 0.01% New 26,980 $2.5M
Semmax Financial Advisors Inc. 0.68% Add +2.3% 24,387 $2.5M
Captrust Financial Advisors 0.01% Add +7.8% 26,902 $2.5M
Mercer Global Advisors Inc. 0.01% Add +3.4% 26,686 $2.5M
Pathstone Holdings, LLC 0.01% Add +6.1% 26,613 $2.5M
Penobscot Investment Management Company, Inc. 0.23% Reduce -1.9% 26,609 $2.5M
Mitchell & Pahl Private Wealth, LLC 1.17% Add +3.3% 26,594 $2.5M
Ameritas Advisory Services, LLC 0.09% Add +29.7% 26,511 $2.5M
Private Advisor Group, LLC 0.01% Reduce -3.3% 26,234 $2.5M
XTX Topco Ltd 0.20% Add +373.3% 25,900 $2.4M
Parr McKnight Wealth Management Group, LLC 0.35% — 25,873 $2.4M
Keybank National Association 0.01% Reduce -0.6% 25,849 $2.4M
HRT Financial LP 0.01% Reduce -34.2% 25,830 $2.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.49% Add +60.1% 25,778 $2.4M
Mesirow Financial Investment Management, Inc. 0.05% Reduce -47.4% 25,705 $2.4M
Shakespeare Wealth Management, LLC 0.65% Reduce -0.7% 25,552 $2.4M
Meritage Portfolio Management 0.15% Reduce -50.6% 25,465 $2.4M
KBC Group NV 0.01% Reduce -3.9% 25,147 $2.4M
Journey Advisory Group, LLC 0.28% No change 29,599 $2.3M
Gulf International Bank (UK) Ltd 0.06% Reduce -0.9% 24,700 $2.3M
D. E. Shaw & Co. 0.00% Reduce -29.4% 24,665 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -8.1% 24,159 $2.3M
Sit Investment Associates Inc. 0.05% Reduce -21.2% 24,195 $2.3M
Meyer Handelman Co. 0.08% No change 23,928 $2.3M
Metis Global Partners, LLC 0.07% Add +4.8% 23,714 $2.2M
Rodgers Brothers Inc. 0.29% No change 23,694 $2.2M
Principal Securities, Inc. 0.05% Add +3.0% 23,622 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +2.8% 23,264 $2.2M
Broadwater Capital Management LLC 1.67% Reduce -0.2% 23,200 $2.2M
World Investment Advisors 0.06% Add +9.6% 23,090 $2.2M
DAVENPORT & Co LLC 0.01% Add +4.8% 23,045 $2.2M
Premier Fund Managers Ltd 0.08% Reduce -30.3% 23,000 $2.2M
apricus wealth, LLC 1.40% Add +0.7% 23,005 $2.2M
Savant Capital, LLC 0.02% Add +3.6% 22,789 $2.1M
Collar Capital Management, LLC 1.77% — 22,587 $2.1M
M&T Bank Corp 0.01% Add +16.1% 22,501 $2.1M
Swiss Life Asset Management Ltd 0.02% Reduce -1.9% 22,422 $2.1M
Daiichi Life Insurance Co., Ltd. 0.06% No change 21,934 $2.1M
Independent Advisor Alliance 0.03% Add +1.8% 21,724 $2.0M
Kentucky Retirement Systems 0.06% Reduce -1.4% 21,721 $2.0M
Flputnam Investment Management Co. 0.04% Add +25.9% 21,632 $2.0M
Robeco Institutional Asset Management B.V. 0.00% Add +3.6% 21,615 $2.0M
Drucker Wealth 3.0, LLC 0.47% Add +4.3% 21,564 $2.0M
Global Retirement Partners, LLC 0.06% Add +3.4% 21,414 $2.0M
Concurrent Investment Advisors, LLC 0.05% Add +5.4% 21,275 $2.0M
Vident Advisory, LLC 0.03% Add +3.7% 20,946 $2.0M
Intech Investment Management LLC 0.02% Reduce -56.9% 20,915 $2.0M
Colonial Trust Co / SC 0.29% Add +1.1% 20,775 $2.0M
Atria Wealth Solutions, Inc. 0.02% Add +46.1% 20,394 $1.9M
KCM Investment Advisors LLC 0.07% Add +0.2% 20,318 $1.9M
Ameritas Investment Partners, Inc. 0.06% Add +1.4% 20,285 $1.9M
Associated Banc-Corp 0.06% Reduce -3.0% 20,169 $1.9M
UNIVEST FINANCIAL Corp 0.12% Add +2.4% 20,084 $1.9M
Tower Research Capital LLC (TRC) 0.04% Reduce -23.7% 19,678 $1.9M
Gries Financial LLC 0.33% Reduce -0.5% 19,591 $1.8M
Hartford Investment Management Co. 0.06% Reduce -1.3% 19,569 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -4.4% 19,535 $1.8M
Cwm, LLC 0.01% Add +10.7% 19,432 $1.8M
Sterling Capital Management LLC 0.03% Add +54.1% 19,419 $1.8M
OV Management LLC 0.84% Add +9.2% 19,212 $1.8M
Stonebridge Financial Group, LLC 0.20% — 19,209 $1.8M
BKM Wealth Management, LLC 0.74% Add +6.0% 19,180 $1.8M
Nicolet Bankshares Inc. 0.35% Reduce -13.0% 19,001 $1.8M
Woodline Partners LP 0.01% New 18,998 $1.8M
Red Cedar Investment Management, LLC 0.22% No change 18,993 $1.8M
Cornerstone Advisors, LLC 0.07% No change 18,900 $1.8M
Apollon Financial, LLC 0.44% New 18,763 $1.8M
Ellenbecker Investment Group 0.32% Reduce -0.1% 18,711 $1.8M
Clearstead Trust, LLC 0.38% Add +8.9% 18,581 $1.7M
Voloridge Investment Management, LLC 0.01% New 18,220 $1.7M
Lido Advisors, LLC 0.01% Add +3.8% 18,145 $1.7M
Caldwell Trust Co 0.18% Reduce -0.2% 17,897 $1.7M
Cresset Asset Management, LLC 0.01% Reduce -49.9% 17,768 $1.7M
Pathway Financial Advisers, LLC 0.56% Add +2.8% 17,672 $1.7M
Blackhawk Capital Partners, LLC 0.86% Reduce -7.6% 17,587 $1.7M
Beverly Hills Private Wealth, LLC 0.33% Reduce -4.5% 17,327 $1.6M
Sabal Trust CO 0.09% Reduce -0.1% 17,320 $1.6M
Nations Financial Group Inc, /Ia/ 0.12% Add +0.6% 17,296 $1.6M
Dana Investment Advisors, Inc. 0.05% Add +21.6% 17,232 $1.6M
Nicholson Wealth Management Group, LLC 1.08% Add +60.7% 17,227 $1.6M
Spirit of America Management Corp. 0.33% Add +2.7% 17,200 $1.6M
Profund Advisors LLC 0.06% Reduce -10.4% 17,087 $1.6M
Crossmark Global Holdings, Inc. 0.03% Reduce -20.8% 17,052 $1.6M
Integrated Wealth Concepts LLC 0.02% Add +7.3% 17,025 $1.6M
Securian Asset Management, Inc. 0.05% Reduce -2.6% 17,001 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -4.5% 17,000 $1.6M
LVW Advisors, LLC 0.19% Add +5.1% 16,907 $1.6M
Maryland State Retirement & Pension System 0.03% Reduce -6.5% 16,888 $1.6M
Burling Wealth Partners, LLC 0.32% — 16,856 $1.6M
Matrix Trust Co 0.27% New 16,352 $1.5M
Wedbush Securities Inc. 0.05% Add +2.4% 16,305 $1.5M
NEOS Investment Management LLC 0.04% Add +29.7% 16,292 $1.5M
Fox Hill Wealth Management 0.86% Add +1.0% 16,085 $1.5M
Merit Financial Group, LLC 0.03% Add +46.4% 15,991 $1.5M
Ascent Group, LLC 0.11% Add +1.2% 15,813 $1.5M
Mogy Joel R Investment Counsel Inc. 0.09% No change 15,708 $1.5M
Mgo One Seven LLC 0.06% Add +35.8% 15,565 $1.5M
Twin Capital Management Inc. 0.16% Reduce -1.8% 15,451 $1.5M
Ethic Inc. 0.03% Add +18.8% 15,447 $1.5M
Norinchukin Bank, The 0.03% Add +12.7% 15,221 $1.4M
New Mexico Educational Retirement Board 0.05% Reduce -2.6% 15,053 $1.4M
Hilltop Holdings Inc. 0.09% Add +8.0% 14,780 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -60.6% 14,647 $1.4M
Nordea Investment Management AB 0.00% Reduce -3.5% 14,607 $1.4M
Agf Management Ltd. 0.01% Reduce -69.9% 14,464 $1.4M
Empowered Funds, LLC 0.02% Add +23.1% 14,281 $1.3M
GAMMA Investing LLC 0.11% Add +14.9% 14,242 $1.3M
Wealth Alliance, LLC 0.16% Add +0.8% 14,090 $1.3M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -19.6% 14,055 $1.3M
D.A. Davidson & Co. 0.01% Add +2.1% 14,040 $1.3M
QRG Capital Management, Inc. 0.01% Add +16.5% 13,972 $1.3M
Eventide Asset Management, LLC 0.02% New 13,916 $1.3M
iSAM Funds (UK) Ltd 0.97% New 13,928 $1.3M
Westpac Banking Corp. 0.09% Reduce -22.5% 13,839 $1.3M
Scientech Research LLC 0.37% Add +29.7% 13,825 $1.3M
Marietta Investment Partners LLC 0.29% Reduce -0.0% 13,796 $1.3M
South Dakota Investment Council 0.03% No change 13,566 $1.3M
ICW Investment Advisors LLC 0.53% Add +1.9% 13,477 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +3.3% 13,430 $1.3M
Miller Howard Investments Inc. 0.04% Add +1.3% 13,340 $1.3M
Schmidt P J Investment Management Inc. 0.22% No change 13,230 $1.2M
Blue Trust, Inc. 0.02% Add +5.6% 13,213 $1.2M
IFP Advisors, Inc 0.04% Add +10.7% 12,978 $1.2M
Dynamic Technology Lab Private Ltd 0.20% New 12,910 $1.2M
ING Groep NV 0.01% Add +98.8% 12,805 $1.2M
Landaas & Co. /Wi 0.33% Add +0.0% 12,805 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -0.7% 12,789 $1.2M
Conning Inc. 0.04% Reduce -3.1% 12,516 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Add +0.6% 12,494 $1.2M
Marks Group Wealth Management, Inc 0.12% Reduce -2.2% 12,479 $1.2M
Jump Financial, LLC 0.03% Add +142.7% 12,452 $1.2M
Cornell Pochily Investment Advisors, Inc. 0.41% Reduce -2.3% 12,409 $1.2M
Hantz Financial Services, Inc. 0.02% No change 12,247 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +3.7% 12,189 $1.1M
Geneos Wealth Management Inc. 0.04% Add +1.5% 12,054 $1.1M
Legacy Private Trust Co. 0.07% No change 11,963 $1.1M
iA Global Asset Management Inc. 0.02% Reduce -4.5% 11,895 $1.1M
Prairie Sky Financial Group LLC 0.68% No change 11,736 $1.1M
Welch & Forbes LLC 0.01% Reduce -0.2% 11,718 $1.1M
Twin City Private Wealth, LLC 0.97% Add +5.0% 11,711 $1.1M
Enhancing Capital LLC 0.88% — 11,706 $1.1M
Harbour Investment Management LLC 0.48% Reduce -0.6% 11,670 $1.1M
Sigma Planning Corp 0.03% Add +0.3% 11,551 $1.1M
Fulton Bank, N.A. 0.04% Reduce -1.1% 11,536 $1.1M
PFW Advisors LLC 0.33% — 11,407 $1.1M
Tiaa Trust, National Association 0.00% Reduce -3.8% 11,187 $1.1M
McGlone Suttner Wealth Management, Inc. 0.18% Reduce -0.6% 11,184 $1.1M
NorthRock Partners, LLC 0.03% Add +0.2% 11,137 $1.0M
Hummer Financial Advisory Services Inc 0.83% Reduce -4.5% 11,101 $1.0M
Aviso Financial Inc. 0.05% Add +4.1% 11,089 $1.0M
Brevan Howard Capital Management LP 0.03% Reduce -58.0% 11,083 $1.0M
Pollock Investment Advisors, LLC 0.84% — 10,999 $1.0M
Rowlandmiller & Partners.adv 0.22% No change 10,991 $1.0M
Venture Visionary Partners LLC 0.04% Add +0.2% 10,944 $1.0M
TrinityPoint Wealth, LLC 0.14% Add +1.7% 10,935 $1.0M
Trueblood Wealth Management, LLC 0.51% Reduce -2.6% 10,914 $1.0M
Intact Investment Management Inc. 0.04% Reduce -89.9% 10,900 $1.0M
Jones Financial Companies LLLP 0.00% Add +41.4% 10,872 $1.0M
Icon Wealth Advisors, LLC 0.08% Reduce -0.1% 10,829 $1.0M
Bleakley Financial Group, LLC 0.03% Add +10.7% 10,800 $1.0M
Portside Wealth Group, LLC 0.17% Add +6.5% 10,791 $1.0M
Empirical Finance, LLC 0.06% Reduce -1.3% 10,746 $1.0M
Gsa Capital Partners LLP 0.07% New 10,660 $1.0M
Qtron Investments LLC 0.14% No change 10,459 $984K
Nomura Holdings Inc. 0.01% New 10,426 $980K
HM Payson & Co. 0.02% Reduce -0.3% 10,413 $979K
Dorsey & Whitney Trust CO LLC 0.05% Add +249.3% 10,070 $947K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 10,045 $945K
Security National Bank 0.13% Add +2.8% 10,012 $942K
CW Advisors, LLC 0.01% New 9,978 $938K
Fiduciary Trust Co 0.01% Add +17.9% 9,952 $936K
Brown Capital Management LLC 0.02% Reduce -7.5% 9,926 $933K
Summit Financial, LLC 0.03% Add +62.9% 9,911 $932K
Johnson Investment Counsel Inc. 0.01% Add +5.0% 9,798 $921K
Fullcircle Wealth LLC 0.38% Reduce -3.9% 8,863 $920K
Nebula Research & Development LLC 0.11% New 9,660 $908K
Romano Brothers and Company 0.11% Add +0.3% 9,635 $906K
Allstate Corp. 0.03% New 9,614 $904K
IHT Wealth Management, LLC 0.03% Reduce -3.4% 9,602 $903K
American State Bank (Iowa) 0.54% No change 9,584 $901K
Wealthspire Advisors, LLC 0.01% Add +3.5% 9,527 $896K
Tyche Wealth Partners LLC 0.19% New 9,517 $895K
Concourse Financial Group Securities, Inc. 0.05% Add +14.7% 9,098 $888K
Farringdon Capital, Ltd. 0.37% — 9,400 $884K
Private Harbour Investment Management & Counsel, LLC 0.97% Reduce -1.9% 9,380 $882K
Illinois Municipal Retirement Fund 0.01% No change 9,363 $880K
Bank & Trust Co 0.74% Reduce -1.9% 9,350 $879K
Birch Financial Group, LLC 0.98% — 9,240 $869K
Hendershot Investments Inc. 0.12% No change 9,218 $867K
Valmark Advisers, Inc. 0.01% Add +5.6% 9,215 $867K
Shell Asset Management Co. 0.04% Reduce -8.9% 9,182 $863K
Drake & Associates, LLC 0.24% Add +36.0% 8,456 $861K
Apollon Wealth Management, LLC 0.02% Add +2.0% 9,066 $853K
Exchange Traded Concepts, LLC 0.02% Add +2.4% 8,974 $844K
Chelsea Counsel Co. 0.42% No change 8,672 $816K
Choreo, LLC 0.01% Reduce -1.8% 8,656 $815K
McDonald Partners LLC 0.21% Add +5.8% 8,657 $814K
WNY Asset Management, LLC 0.10% Add +0.1% 8,627 $811K
OneDigital Investment Advisors LLC 0.01% Reduce -1.0% 8,590 $808K
Wesbanco Bank Inc. 0.03% Add +7.5% 8,579 $807K
Wright Investors Service Inc. 0.26% Add +0.7% 8,511 $800K
Intrua Financial, LLC 0.13% Add +2.4% 8,449 $795K
Montag A & Associates Inc. 0.04% No change 8,414 $791K
Citizens Financial Group Inc. 0.02% Add +37.8% 8,384 $788K
Prospera Financial Services Inc 0.02% Reduce -3.2% 8,380 $788K
Vantage Financial Partners, LLC 0.20% Add +0.5% 8,345 $785K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.3% 8,212 $772K
Searle & Co. 0.22% No change 8,200 $771K
Eastern Bank 0.01% Reduce -0.7% 8,173 $769K
Carnegie Investment Counsel 0.02% Reduce -0.8% 8,170 $768K
Jane Street Group, LLC 0.00% Reduce -93.3% 8,158 $767K
Claro Advisors Inc. 0.10% Reduce -15.2% 8,149 $766K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +6.1% 8,145 $766K
Greenleaf Trust 0.01% Add +4.4% 8,145 $766K
Obermeyer Wealth Partners 0.04% No change 8,103 $762K
FineMark National Bank & Trust 0.03% Reduce -6.5% 8,079 $760K
PFG Investments, LLC 0.05% Reduce -12.0% 8,076 $759K
Snowden Capital Advisors LLC 0.02% Reduce -2.6% 8,075 $759K
Norden Group LLC 0.09% Add +6.2% 7,996 $752K
Aristotle Atlantic Partners, LLC 0.02% No change 7,941 $747K
NewEdge Wealth, LLC 0.01% Add +9.1% 7,939 $747K
Paragon Private Wealth Management, LLC 0.34% Add +6.3% 7,905 $743K
North Star Investment Management Corp. 0.05% Reduce -0.7% 7,890 $742K
Sound View Wealth Advisors Group, LLC 0.06% Add +2.6% 7,888 $742K
Marble Harbor Investment Counsel, LLC 0.08% No change 7,732 $727K
Venturi Wealth Management, LLC 0.04% Add +11.2% 7,675 $722K
Aptus Capital Advisors, LLC 0.01% Add +43.6% 7,662 $721K
Beaton Management Co. Inc. 0.36% No change 7,584 $713K
Winch Advisory Services, LLC 0.18% Add +0.3% 7,564 $711K
Clifford Swan Investment Counsel LLC 0.03% No change 7,554 $710K
HB Wealth Management, LLC 0.01% Add +83.7% 7,512 $706K
Sierra Summit Advisors LLC 0.14% Add +32.8% 7,402 $696K
Triangle Securities Wealth Management 0.18% Reduce -2.8% 7,363 $692K
Marcum Wealth, LLC 0.06% Add +1.4% 7,323 $689K
Investment House LLC 0.04% No change 7,300 $686K
Patriot Financial Group Insurance Agency, LLC 0.09% Add +7.7% 7,290 $686K
Voya Financial Advisors, Inc. 0.07% Add +2.3% 7,239 $682K
Sheaff Brock Investment Advisors, LLC 0.06% Add +0.2% 7,194 $677K
Teza Capital Management LLC 0.10% New 7,151 $672K
Elevated Capital Advisors, LLC 0.18% Reduce -1.7% 7,080 $666K
Meeder Advisory Services, Inc. 0.04% Reduce -3.8% 7,044 $662K
Sequoia Financial Advisors, LLC 0.01% Reduce -86.8% 7,041 $662K
Steph & Co. 0.22% No change 7,023 $660K
Trust Co. of Toledo NA 0.09% Reduce -0.4% 7,014 $660K
MSH Capital Advisors LLC 0.21% Add +12.8% 6,992 $658K
Integrated Advisors Network LLC 0.03% Add +1.2% 6,947 $653K
Kesler, Norman & Wride, LLC 0.14% Reduce -7.9% 6,921 $651K
Dakota Wealth Management 0.01% Reduce -0.0% 6,767 $636K
Stablepoint Partners, LLC 0.12% Add +34.9% 6,763 $636K
Buckley Wealth Management, LLC 0.19% Add +2.9% 6,690 $629K
My Legacy Advisors, LLC 0.24% Add +3.7% 6,568 $628K
Farther Finance Advisors, LLC 0.02% Reduce -0.1% 6,668 $627K
Raleigh Capital Management Inc. 0.24% Add +4.1% 6,647 $625K
Blossom Wealth Management 1.20% Add +2.8% 6,644 $625K
SPC Financial, Inc. 0.05% No change 6,579 $619K
Vestmark Advisory Solutions, Inc. 0.02% Reduce -1.9% 6,564 $617K
MPS Loria Financial Planners, LLC 0.18% Reduce -3.3% 6,549 $616K
Peapack Gladstone Financial Corp. 0.01% No change 6,523 $614K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -33.9% 6,512 $612K
Vise Technologies, Inc. 0.05% Add +106.0% 6,504 $612K
Equitable Holdings, Inc. 0.01% Add +25.3% 6,459 $607K
Ti-Trust, Inc. 0.41% No change 6,430 $605K
Avantax Planning Partners, Inc. 0.02% Reduce -30.7% 6,365 $599K
Axq Capital, LP 0.27% New 6,329 $595K
Bridges Investment Management Inc. 0.01% Reduce -0.5% 6,325 $595K
Modern Wealth Management, LLC 0.02% Add +65.8% 6,307 $593K
Abc Arbitrage SA 0.08% — 6,252 $588K
Ransom Advisory, Ltd 0.27% No change 6,250 $588K
Capstone Investment Advisors, LLC 0.01% Add +21.6% 6,243 $587K
Axxcess Wealth Management, LLC 0.01% Add +25.0% 6,235 $586K
PAX Financial Group, LLC 0.10% Add +4.8% 6,195 $583K
EP Wealth Advisors, LLC 0.00% Add +2.1% 6,185 $582K
Csenge Advisory Group 0.03% Add +1.7% 6,124 $576K
Richmond Investment Services, LLC 0.32% — 6,102 $574K
Bradley Foster & Sargent Inc. 0.01% No change 6,047 $569K
Gradient Investments LLC 0.01% Reduce -0.3% 6,021 $566K
City State Bank 0.20% Reduce -4.1% 5,996 $564K
CENTRAL TRUST Co 0.01% Reduce -3.9% 5,994 $564K
Private Trust Co. NA 0.06% Add +10.4% 5,952 $560K
TBH Global Asset Management, LLC 0.13% Add +0.5% 6,446 $556K
IAG Wealth Partners, LLC 0.10% Add +20.5% 5,893 $554K
Horizon Investments, LLC 0.02% Add +1.9% 5,881 $553K
Resources Management Corp. /CT/ 0.08% Reduce -0.7% 5,869 $552K
Clearstead Advisors, LLC 0.01% Reduce -2.2% 5,857 $551K
Alaska Permanent Fund Corp 0.01% No change 5,825 $548K
Aurora Investment Counsel 0.30% Reduce -1.0% 5,816 $547K
Forum Financial Management, LP 0.01% Add +26.2% 5,816 $547K
Paloma Partners Management Co 0.05% New 5,782 $544K
Ballentine Partners, LLC 0.01% Add +4.2% 5,728 $539K
LVZ, Inc. 0.07% No change 5,728 $539K
NorthCoast Asset Management LLC 0.00% Add +9.9% 5,722 $538K
MGB Wealth Management, LLC 0.17% No change 5,714 $537K
Spinnaker Trust 0.03% No change 5,648 $531K
North Star Asset Management Inc. 0.02% Reduce -0.0% 5,643 $531K
Chicago Capital, LLC 0.01% No change 5,638 $530K
Chesley Taft & Associates LLC 0.02% Add +6.1% 5,602 $527K
Federation des caisses Desjardins du Quebec 0.00% Add +31.2% 5,594 $526K
Verdence Capital Advisors LLC 0.04% Add +0.5% 5,559 $523K
CHICAGO TRUST Co NA 0.10% Add +1.0% 5,559 $523K
MAI Capital Management 0.00% Reduce -28.1% 5,553 $522K
SageView Advisory Group, LLC 0.02% Add +2.5% 5,524 $519K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.0% 5,516 $519K
Moors & Cabot, Inc. 0.02% Add +3.2% 5,503 $518K
Trivium Point Advisory, LLC 0.07% Reduce -2.3% 5,492 $516K
Financial Advocates Investment Management 0.03% Reduce -5.3% 5,465 $514K
HBK Sorce Advisory LLC 0.02% Add +16.7% 5,455 $513K
Diversified Trust Co. 0.01% Add +7.5% 5,443 $512K
Polymer Capital Management (US) LLC 0.16% — 5,429 $511K
Hutner Capital Management Inc. 0.25% No change 5,427 $510K
Signaturefd, LLC 0.01% Add +3.1% 5,425 $510K
Thrive Wealth Management, LLC 0.09% Reduce -2.6% 5,408 $509K
AlphaStar Capital Management, LLC 0.05% Add +95.8% 5,395 $507K
WoodTrust Financial Corp 0.07% Add +46.6% 5,389 $507K
Oxford Asset Management LLP 0.23% New 5,374 $505K
Rehmann Capital Advisory Group 0.03% Add +6.1% 5,344 $503K
Financial Advisory Partners, LLC 0.17% No change 5,344 $503K
Focus Financial Network, Inc. 0.02% Add +31.5% 5,320 $500K
Tudor Investment Corporation 0.01% Reduce -21.1% 5,292 $498K
Peak Financial Advisors LLC 0.26% Add +1.0% 5,239 $493K
Aviva PLC 0.00% No change 5,213 $490K
Boston Family Office LLC 0.03% No change 5,213 $490K
Parallel Advisors, LLC 0.01% Add +10.1% 5,210 $490K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -8.1% 5,124 $482K
Navera Investment Management Ltd. 0.01% No change 5,080 $478K
Brass Tax Wealth Management, Inc. 0.10% Add +0.8% 5,072 $477K
SYM FINANCIAL Corp 0.06% Reduce -0.6% 5,059 $476K
GTS Securities LLC 0.02% New 5,056 $475K
Tidal Investments LLC 0.00% Add +13.8% 5,040 $474K
Moisand Fitzgerald Tamayo, LLC 0.07% No change 5,033 $473K
Compound Planning, Inc. 0.02% Add +67.9% 4,977 $468K
Oarsman Capital, Inc. 0.08% Reduce -0.2% 4,972 $468K
Zhang Financial LLC 0.03% Reduce -33.6% 4,961 $467K
AlphaQuest LLC 0.06% Add +98540.0% 4,932 $464K
Advisors Management Group Inc. 0.11% Reduce -24.1% 4,927 $463K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.2% 4,922 $463K
Hudock, Inc. 0.08% Add +0.1% 4,910 $462K
Partnership Wealth Management, LLC 0.38% No change 4,900 $461K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -9.8% 4,881 $459K
Waverly Advisors, LLC 0.01% Add +13.7% 4,831 $454K
Inspirion Wealth Advisors, LLC 0.06% Add +0.1% 4,873 $454K
Mill Capital Management, LLC 0.04% No change 4,824 $454K
Smith, Moore & Co. 0.04% Add +0.0% 4,749 $447K
Wealth Architects, LLC 0.05% No change 4,748 $447K
Haverford Trust Co 0.00% Reduce -2.0% 4,742 $446K
Krane Funds Advisors LLC 0.02% Reduce -12.0% 4,728 $445K
Stephens Inc. 0.01% Reduce -4.0% 4,710 $443K
Redmond Asset Management, LLC 0.11% New 4,700 $442K
Badgley Phelps Wealth Managers, LLC 0.01% No change 4,696 $442K
Cerro Pacific Wealth Advisors LLC 0.15% Reduce -1.0% 4,588 $441K
Focus Partners Advisor Solutions, LLC 0.01% Add +44.0% 4,680 $440K
Advisors Capital Management, LLC 0.01% Add +2.8% 4,675 $440K
Mufg Securities Americas Inc. 0.06% — 4,671 $439K
Faithward Advisors, LLC 0.07% Add +7.4% 4,658 $438K
Summit Trail Advisors, LLC 0.02% Add +46.2% 4,646 $437K
Old Second National Bank of Aurora 0.10% Reduce -9.1% 4,615 $434K
Continuum Advisory, LLC 0.06% Add +6.1% 4,614 $434K
Qsemble Capital Management, LP 0.06% New 4,559 $429K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 4,531 $426K
Fifth Third Wealth Advisors LLC 0.02% Add +0.9% 4,531 $426K
Marshall Investment Management, LLC 0.25% — 4,383 $422K
LS Investment Advisors, LLC 0.06% No change 4,482 $421K
McDonough Capital Management, Inc 0.26% Reduce -0.3% 4,475 $421K
Allianz Asset Management GmbH 0.00% Add +98.0% 4,446 $418K
Prossimo Advisors, LLC 0.30% Add +1.0% 4,426 $416K
West Paces Advisors Inc. 0.10% Add +3.8% 4,418 $416K
Fourpath Capital Management, LLC 0.08% Reduce -1.1% 4,415 $415K
Colonial Trust Advisors 0.04% Reduce -6.7% 4,395 $413K
Alpha Cubed Investments, LLC 0.02% No change 4,389 $413K
Financial Advisors Network, Inc. 0.07% — 4,356 $410K
Carl P. Sherr & Co., LLC 0.21% No change 4,293 $404K
Tarbox Family Office, Inc. 0.07% No change 4,266 $401K
Atom Investors LP 0.05% New 4,243 $399K
Arete Wealth Advisors, LLC 0.03% Add +19.1% 4,261 $399K
Crewe Advisors LLC 0.05% Add +15.1% 4,235 $398K
Kiker Wealth Management, LLC 0.32% — 4,227 $398K
Engineers Gate Manager LP 0.01% New 4,221 $397K
Blue Barn Wealth, LLC 0.21% Add +0.7% 4,204 $395K
AssuredPartners Investment Advisors, LLC 0.08% — 4,185 $394K
Courier Capital LLC 0.03% No change 4,181 $393K
Van Hulzen Asset Management, LLC 0.03% Reduce -0.1% 4,169 $392K
West Family Investments, Inc. 0.14% Add +27.6% 4,153 $391K
Moneta Group Investment Advisors LLC 0.01% Add +25.1% 4,127 $388K
AdvisorNet Financial, Inc 0.03% Add +59.6% 4,097 $385K
Alhambra Investment Management LLC 0.20% No change 4,085 $384K
Plancorp, LLC 0.02% Add +0.8% 4,082 $384K
Cornerstone Enterprises, LLC 0.23% No change 4,080 $384K
Old Mission Investment Co LLC 0.11% No change 4,069 $383K
Journey Strategic Wealth LLC 0.01% Add +15.4% 4,063 $382K
Bard Financial Services, Inc. 0.05% No change 4,060 $382K
Daymark Wealth Partners, LLC 0.02% Reduce -8.3% 4,057 $382K
Praxis Investment Management Inc. 0.02% Reduce -49.1% 4,050 $381K
Phillips Wealth Planners LLC 0.38% Add +0.1% 4,064 $380K
Frank, Rimerman Advisors LLC 0.03% Add +29.6% 4,023 $378K
Florida Trust Wealth Management Co 0.01% Reduce -2.9% 4,012 $377K
Coldstream Capital Management Inc. 0.01% Add +8.6% 4,006 $377K
AlphaCore Capital LLC 0.08% Reduce -11.8% 4,001 $376K
Carret Asset Management, LLC 0.04% No change 4,000 $376K
Quantitative Investment Management, LLC 0.03% New 4,004 $376K
Centennial Wealth Advisory LLC 0.15% Add +8.9% 3,997 $376K
Mission Wealth Management, LP 0.01% Add +0.3% 3,996 $376K
Tyler-Stone Wealth Management 0.07% No change 3,990 $375K
Bruce & Co., Inc. 0.12% Reduce -12.5% 3,945 $371K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -4.8% 3,931 $370K
Callan Family Office, LLC 0.02% New 3,927 $369K
Park National Corp. 0.01% Reduce -0.9% 3,927 $369K
V-Square Quantitative Management LLC 0.05% Reduce -7.9% 3,913 $368K
Weiss Asset Management LP 0.01% New 3,912 $368K
Smithfield Trust Co 0.02% No change 3,898 $367K
Appleton Partners Inc. 0.03% No change 3,887 $366K
Ascentis Independent Advisors 0.07% Reduce -14.2% 3,890 $366K
Greenfield Savings Bank 0.17% Reduce -11.5% 3,867 $364K
ZWJ Investment Counsel Inc. 0.01% Add +4.7% 3,862 $363K
ProVise Management Group, LLC 0.03% Add +35.1% 3,853 $362K
Brandywine Oak Private Wealth LLC 0.04% No change 3,835 $361K
WealthTrust Axiom LLC 0.11% No change 3,816 $359K
Fortis Group Advisors, LLC 0.07% No change 3,805 $358K
Strategy Asset Managers LLC 0.07% Add +1.5% 3,746 $352K
Callan Capital, LLC 0.03% Reduce -1.6% 3,745 $352K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,744 $352K
Cary Street Partners Investment Advisory LLC 0.23% Reduce -31.8% 3,743 $352K
Canada Post Corp Registered Pension Plan 0.02% — 3,722 $350K
Alps Advisors Inc. 0.00% No change 3,700 $348K
Insight Wealth Strategies, LLC 0.05% Reduce -14.2% 3,695 $348K
United Capital Financial Advisors, LLC 0.00% Reduce -14.1% 3,687 $347K
Certior Financial Group, LLC 0.31% — 3,682 $346K
Aegis Wealth Management LLC 0.23% — 3,671 $345K
Hanson & Doremus Investment Management 0.05% Reduce -1.4% 3,659 $344K
Diversify Advisory Services, LLC 0.02% Reduce -8.1% 3,680 $344K
Freedom Investment Management, Inc. 0.03% Reduce -10.6% 3,644 $343K
Transcend Capital Advisors, LLC 0.02% Add +1.3% 3,641 $342K
Blue Chip Partners, LLC 0.03% Add +8.5% 3,639 $342K
Capital Advisors Inc. 0.01% Reduce -0.9% 3,628 $341K
Walleye Capital LLC 0.00% Reduce -59.3% 3,574 $336K
Nilsine Partners, LLC 0.04% Reduce -12.3% 3,555 $334K
Los Angeles Capital Management LLC 0.00% Reduce -22.9% 3,545 $333K
First Foundation Advisors 0.01% Reduce -1.1% 3,541 $333K
Flow Traders U.S. LLC 0.01% New 3,527 $332K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.1% 3,519 $331K
Procyon Advisors, LLC 0.02% Add +13.4% 3,478 $327K
Chicago Partners Investment Group LLC 0.01% Reduce -11.8% 3,447 $327K
Hartford Funds Management Co LLC 0.03% Add +16.4% 3,468 $326K
F/m Investments LLC 0.01% No change 3,461 $325K
Stonehaven Wealth & Tax Solutions, LLC 0.35% — 3,448 $324K
Evexia Wealth LLC 0.11% No change 3,158 $321K
Wealthquest Corp 0.03% Add +0.5% 3,417 $321K
Second Line Capital, LLC 0.09% Add +54.9% 3,396 $319K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -0.9% 3,377 $318K
CreativeOne Wealth, LLC 0.01% New 3,352 $315K
Moment Partners, LLC 0.06% — 3,338 $314K
Monument Capital Management 0.09% Add +0.1% 3,337 $314K
Summit Asset Management, LLC 0.06% No change 3,335 $314K
Gladstone Institutional Advisory LLC 0.01% Reduce -0.1% 3,317 $312K
CWS Financial Advisors, LLC 0.10% Add +58.2% 3,293 $310K
1ST Source Bank 0.02% Add +1.8% 3,288 $309K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 3,265 $307K
Sterling Investment Advisors LLC 0.18% No change 3,262 $307K
Perigon Wealth Management, LLC 0.01% Add +5.5% 3,108 $306K
Premier Path Wealth Partners, LLC 0.05% Add +13.5% 3,237 $304K
Cigna Investments Inc. 0.05% No change 3,230 $304K
Pitcairn Co. 0.02% Reduce -1.6% 3,229 $304K
Advisor OS, LLC 0.04% Add +3.5% 3,222 $303K
Jacobi Capital Management LLC 0.02% Add +11.7% 3,182 $299K
Keystone Financial Group 0.03% Add +0.0% 3,171 $298K
Arax Advisory Partners 0.02% Add +461.1% 3,148 $296K
Cypress Wealth Services, LLC 0.06% Add +0.8% 3,113 $293K
Gryphon Financial Partners LLC 0.04% Add +0.8% 3,106 $292K
Prudential PLC 0.00% Reduce -42.8% 3,091 $291K
Old North State Wealth Management, LLC 0.16% Add +13.1% 3,073 $289K
Bingham Private Wealth, LLC 0.31% — 3,075 $289K
Crews Bank & Trust 0.05% — 3,070 $289K
CRA Financial Services, LLC 0.05% Add +0.0% 3,051 $287K
International Assets Investment Management, LLC 0.02% Reduce -3.4% 3,049 $287K
Western Wealth Management, LLC 0.02% Add +10.4% 3,030 $285K
Sagespring Wealth Partners, LLC 0.01% — 3,029 $285K
True Vision MN LLC 0.17% Add +0.9% 3,025 $284K
New Century Financial Group, LLC 0.12% Reduce -12.9% 3,030 $284K
MJP Associates Inc. 0.05% Add +3.4% 3,019 $284K
D L Carlson Investment Group Inc. 0.05% No change 3,016 $284K
Ossiam 0.00% New 3,010 $283K
Sonora Investment Management Group, LLC 0.02% Add +1.8% 3,002 $282K
Bremer Bank National Association 0.06% Reduce -0.5% 2,993 $281K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% New 2,985 $281K
Successful Portfolios LLC 0.19% No change 2,984 $281K
Bank of Stockton 0.09% No change 2,982 $280K
Glenview Trust Co 0.01% Reduce -4.5% 2,978 $280K
Teacher Retirement System of Texas 0.00% Add +39.9% 2,959 $278K
Blake Schutter Theil Wealth Advisors, LLC 0.29% Reduce -3.0% 2,951 $278K
Compass Financial Group, INC 0.05% No change 2,938 $276K
Isthmus Partners, LLC 0.03% No change 2,929 $275K
JGP Wealth Management, LLC 0.04% Reduce -11.2% 2,917 $274K
Dahring | Cusmano LLC 0.25% — 2,908 $273K
Lodestone Wealth Management LLC 0.14% No change 2,888 $272K
Walkner Condon Financial Advisors LLC 0.06% New 2,879 $271K
Zacks Investment Management 0.00% Reduce -1.5% 2,877 $271K
HTLF Bank 0.03% No change 2,875 $270K
Buska Wealth Management, LLC 0.09% Reduce -19.8% 2,868 $270K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,866 $270K
Longfellow Investment Management Co. LLC 0.07% Reduce -6.0% 2,840 $267K
DSG Capital Advisors, LLC 0.05% — 2,827 $266K
Weaver Capital Management LLC 0.07% Reduce -21.8% 2,824 $266K
Brady Family Wealth, LLC 0.08% Add +0.2% 2,821 $265K
International Private Wealth Advisors LLC 0.26% Add +3.1% 2,817 $265K
WFA Asset Management Corp 0.14% Reduce -9.4% 2,800 $263K
Hurlow Wealth Management Group, Inc. 0.08% No change 2,790 $262K
CWA Asset Management Group, LLC 0.01% Add +4.0% 2,790 $262K
MTM Investment Management, LLC 0.10% Reduce -0.5% 2,785 $262K
McCarter Private Wealth Services LLC 0.17% No change 2,777 $261K
Principle Wealth Partners LLC 0.02% No change 2,770 $260K
Danske Bank A/S 0.00% No change 2,759 $259K
Checchi Capital Advisers, LLC 0.02% No change 2,756 $259K
Inspire Investing, LLC 0.03% Reduce -7.0% 2,753 $259K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% No change 2,752 $259K
Choate Investment Advisors 0.01% Add +8.6% 2,747 $258K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $258K
Commerzbank Aktiengesellschaft 0.01% New 2,729 $258K
Kovack Advisors, Inc. 0.03% Add +0.8% 2,742 $258K
KOM Wealth Management Group, LLC 0.19% Add +0.3% 2,733 $257K
Aaron Wealth Advisors LLC 0.03% New 2,731 $257K
Beacon Investment Advisors LLC 0.12% Add +0.2% 2,726 $256K
GWN Securities Inc. 0.07% — 2,615 $256K
Financial Counselors Inc. 0.00% Add +29.6% 2,725 $256K
Capital Asset Advisory Services LLC 0.01% No change 2,728 $256K
Live Oak Private Wealth LLC 0.04% Add +0.6% 2,708 $255K
Tsfg, LLC 0.05% Add +4.6% 2,699 $254K
Argent Trust Co 0.01% Reduce -3.6% 2,688 $253K
Capital Investment Services of America, Inc. 0.02% Reduce -3.6% 2,686 $253K
Rwa Wealth Partners, LLC 0.00% Reduce -8.3% 2,666 $251K
Wealthcare Advisory Partners LLC 0.01% Add +5.6% 2,658 $250K
Ironwood Investment Counsel, LLC 0.04% Reduce -1.1% 2,654 $250K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Reduce -6.6% 2,647 $249K
Caprock Group, LLC 0.01% New 2,644 $249K
UMB Bank, n.a. 0.00% Add +6.8% 2,641 $248K
Cobblestone Capital Advisors LLC 0.01% Add +0.1% 2,640 $248K
Patrick M Sweeney & Associates, Inc. 0.19% Add +12.1% 2,637 $248K
Fidelis Capital Partners, LLC 0.02% Add +3.5% 2,468 $248K
Beese Fulmer Investment Management, Inc. 0.02% No change 2,628 $247K
Fiduciary Financial Group, LLC 0.05% Reduce -1.6% 2,640 $247K
Providence Wealth Advisors, LLC 0.19% Add +0.3% 2,665 $247K
Clayton Financial Group LLC 0.09% Add +7.2% 2,616 $246K
Wrapmanager Inc. 0.06% Reduce -14.7% 2,602 $245K
Legacy Financial Strategies, LLC 0.05% Add +0.7% 2,602 $245K
Turning Point Benefit Group, Inc. 0.23% — 2,595 $244K
Boston Financial Mangement LLC 0.01% Reduce -5.0% 2,572 $242K
Chesapeake Asset Management LLC 0.22% Reduce -4.2% 2,568 $241K
Pinnacle West Asset Management, Inc. 0.17% No change 2,565 $241K
Gibbs Wealth Management 0.07% New 2,561 $241K
Norris Perne & French LLP 0.02% No change 2,542 $239K
Liberty Wealth Management LLC 0.04% Reduce -11.4% 2,540 $239K
Quantum Portfolio Management LLC 0.13% New 2,529 $238K
Ipswich Investment Management Co., Inc. 0.06% No change 2,512 $236K
Astoria Portfolio Advisors LLC. 0.08% Add +16.6% 2,497 $236K
Stonebridge Capital Advisors LLC 0.02% New 2,501 $235K
John G Ullman & Associates Inc. 0.03% Reduce -3.9% 2,487 $234K
Liberty Capital Management, Inc. 0.05% No change 2,486 $234K
Duncker Streett & Co. Inc. 0.04% No change 2,482 $233K
Roman Butler Fullerton & Co. 0.07% No change 2,310 $233K
Integris Wealth Management, LLC 0.07% No change 2,477 $233K
MBE Wealth Management, LLC 0.13% Add +9.1% 2,460 $231K
Midwest Professional Planners, LTD. 0.07% No change 2,457 $231K
Legacy Capital Wealth Partners, LLC 0.06% Reduce -51.2% 2,436 $229K
Ieq Capital, LLC 0.00% Reduce -77.2% 2,426 $228K
Planning Center, Inc. 0.03% Reduce -1.2% 2,382 $224K
Hilltop Partners LLC 0.08% No change 2,377 $224K
Flagship Harbor Advisors, LLC 0.01% Reduce -3.3% 2,373 $223K
Monetary Management Group Inc. 0.06% No change 2,350 $221K
Kingswood Wealth Advisors, LLC 0.02% Reduce -71.1% 2,349 $221K
Blueshift Asset Management, LLC 0.08% New 2,323 $218K
Stanley-Laman Group, Ltd. 0.03% Reduce -1.9% 2,316 $218K
MassMutual Private Wealth & Trust, FSB 0.01% Add +2.5% 2,305 $217K
RDA Financial Network 0.06% Add +1.0% 2,304 $217K
First Interstate Bank 0.01% Reduce -8.9% 2,300 $216K
Gateway Wealth Partners, LLC 0.06% Add +0.0% 2,298 $216K
Baader Bank Aktiengesellschaft 0.02% New 2,298 $216K
Park Place Capital Corp 0.06% Add +3.8% 2,297 $216K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 2,300 $216K
Keystone Financial Group, Inc. 0.17% — 2,294 $216K
CFM Wealth Partners LLC 0.04% Reduce -1.6% 2,290 $215K
Fidelity D & D Bancorp Inc. 0.14% Reduce -2.1% 2,282 $215K
Strategic Investment Advisors / MI 0.02% New 2,272 $214K
LCNB Corp. 0.08% No change 2,271 $214K
Independent Wealth Network Inc. 0.09% Add +0.1% 2,252 $212K
Essex Bank 0.05% New 2,249 $211K
Lockerman Financial Group, Inc. 0.36% Reduce -0.4% 2,240 $211K
Kolinsky Wealth Management, LLC 0.13% Add +3.8% 2,236 $210K
SVB Wealth LLC 0.00% New 2,235 $210K
Ariston Services Group 0.18% No change 2,223 $209K
OneAscent Financial Services LLC 0.02% New 2,220 $209K
Mowery & Schoenfeld Wealth Management, LLC 0.40% Add +3.5% 2,208 $208K
Perkins Coie Trust Co 0.05% No change 2,202 $207K
Capital Management Corp. 0.04% No change 2,200 $207K
Marshall Financial Group, LLC 0.05% Add +4.8% 2,198 $207K
Main Street Financial Solutions, LLC 0.02% Reduce -2.7% 2,198 $207K
Cozad Asset Management Inc. 0.02% New 2,194 $206K
Exchange Capital Management, Inc. 0.03% No change 2,182 $205K
Longboard Asset Management, LP 0.54% — 2,177 $205K
Hager Investment Management Services, LLC 0.13% — 2,170 $204K
Steigerwald, Gordon & Koch Inc. 0.02% No change 2,170 $204K
CFS Investment Advisory Services, LLC 0.02% New 2,174 $204K
Essex Financial Services, Inc. 0.01% New 2,145 $202K
KilterHowling LLC 0.12% New 1,968 $202K
Tower Wealth Partners, Inc. 0.11% Add +1.4% 2,139 $201K
Cottonwood Capital Advisors, LLC 0.14% New 2,136 $201K
LifeWealth Investments, LLC 0.13% — 2,128 $200K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 2,111 $199K
CI Investments Inc. 0.00% Add +6.5% 2,109 $198K
Quadrant Capital Group LLC 0.01% Reduce -0.4% 2,059 $194K
Avior Wealth Management, LLC 0.01% Add +0.7% 2,026 $191K
Smartleaf Asset Management LLC 0.02% Add +21.1% 2,020 $190K
Tompkins Financial Corp. 0.02% Reduce -1.7% 2,000 $188K
Addison Advisors LLC 0.05% No change 1,949 $183K
Virtus Advisers, LLC 0.07% Reduce -9.4% 1,867 $176K
Cary Street Partners Financial LLC 0.01% — 1,808 $170K
First Command Advisory Services, Inc. 0.00% Reduce -9.9% 1,794 $169K
Ridgewood Investments LLC 0.08% Reduce -22.4% 1,727 $162K
Cape Investment Advisory, Inc. 0.06% Add +1.3% 1,707 $161K
Aster Capital Management (DIFC) Ltd 0.06% Add +274.7% 1,701 $160K
Richardson Financial Services Inc. 0.11% Reduce -4.0% 1,673 $158K
CarsonAllaria Wealth Management, Ltd. 0.09% Add +31.3% 1,646 $155K
WASHINGTON TRUST Co 0.01% Add +131.9% 1,637 $154K
St Germain D J Co. Inc. 0.01% Add +50.9% 1,600 $150K
Bray Capital Advisors 0.04% No change 1,592 $150K
Sugar Maple Asset Management, LLC 0.11% New 1,570 $148K
Brooklyn Investment Group 0.04% Add +27.6% 1,559 $147K
Hexagon Capital Partners LLC 0.03% Add +13.9% 1,488 $140K
GPS Wealth Strategies Group, LLC 0.02% Add +21.9% 1,448 $136K
State of Wyoming 0.02% Add +3.7% 1,447 $136K
Centaurus Financial, Inc. 0.01% Reduce -0.3% 1,422 $134K
Acadian Asset Management LLC 0.00% Reduce -95.7% 1,380 $129K
New Wave Wealth Advisors LLC 0.05% New 1,358 $128K
Financial Perspectives, Inc 0.04% No change 1,338 $126K
Y.D. More Investments Ltd 0.01% Add +1.2% 1,314 $124K
JNBA Financial Advisors 0.01% Reduce -3.8% 1,313 $123K
Operose Advisors LLC 0.04% Reduce -36.9% 1,307 $123K
CoreCap Advisors, LLC 0.01% Add +18.2% 1,306 $123K
Bayforest Capital Ltd 0.15% — 1,273 $120K
Quent Capital, LLC 0.01% Add +5.4% 1,262 $119K
Hills Bank & Trust Co 0.01% No change 1,257 $118K
First Horizon Advisors, Inc. 0.00% Add +30.1% 1,254 $118K
TCTC Holdings, LLC 0.00% Add +19.1% 1,249 $117K
New Age Alpha Advisors, LLC 0.00% New 1,238 $116K
Raiffeisen Bank International AG 0.00% — 1,211 $114K
Independence Bank of Kentucky 0.02% No change 1,206 $113K
Glass Jacobson Investment Advisors llc 0.04% Add +1.7% 1,188 $112K
Sentry Investment Management LLC 0.05% Reduce -14.0% 1,181 $111K
Providence First Trust Co 0.04% New 1,167 $110K
Altshuler Shaham Ltd 0.00% New 1,115 $105K
Catalyst Capital Advisors LLC 0.00% New 1,088 $102K
Mather Group, Llc. 0.00% Add +37.2% 1,069 $101K
EverSource Wealth Advisors, LLC 0.01% Add +9.9% 1,067 $100K
TD Waterhouse Canada Inc. 0.00% Add +130.7% 1,059 $100K
Intelligent Financial Strategies 0.06% No change 1,059 $100K
TFC Financial Management, Inc. 0.02% Reduce -2.4% 1,054 $99K
Beacon Capital Management, LLC 0.01% Reduce -11.9% 1,053 $99K
Pinnacle Bancorp, Inc. 0.03% No change 982 $92K
Trust Co. of Vermont 0.00% Add +39.5% 972 $91K
Caitong International Asset Management Co., Ltd 0.09% — 928 $87K
Lindbrook Capital, LLC 0.01% Add +40.1% 919 $86K
Sandy Spring Bank 0.00% Reduce -0.3% 915 $86K
Capital Advisors, Ltd. LLC 0.01% Add +14.8% 916 $86K
First Pacific Financial 0.02% No change 902 $85K
FSA Wealth Management LLC 0.03% No change 900 $85K
Ameriflex Group, Inc. 0.04% — 842 $84K
Boit C F David 0.04% No change 867 $82K
Strategic Investment Solutions, Inc. 0.03% Add +0.6% 845 $79K
Penserra Capital Management LLC 0.00% Add +2970.4% 829 $77K
Oakworth Capital, Inc. 0.01% Reduce -29.4% 809 $76K
Arcadia Investment Management Corp. 0.01% No change 800 $75K
Concord Wealth Partners 0.01% No change 777 $73K
Clean Yield Group 0.02% Reduce -20.6% 770 $72K
Avalon Trust Co 0.01% Add +9.4% 766 $72K
Optiver Holding B.V. 0.00% Add +45.4% 746 $70K
Central Pacific Bank - Trust Division 0.01% No change 741 $70K
Mark Sheptoff Financial Planning, LLC 0.04% No change 740 $70K
Ostrum Asset Management 0.01% Reduce -4.1% 720 $68K
TruNorth Capital Management, LLC 0.02% No change 690 $65K
Robbins Farley 0.03% New 684 $64K
Brown Brothers Harriman & Co. 0.00% Reduce -65.2% 684 $64K
Strengthening Families & Communities, LLC 0.04% Add +0.9% 680 $64K
GeoWealth Management, LLC 0.00% Reduce -25.6% 678 $64K
Kestra Investment Management, LLC 0.00% New 652 $61K
Manchester Capital Management LLC 0.01% Add +1.2% 651 $61K
2UniFi Bank 0.04% — 632 $59K
Financial Network Wealth Advisors LLC 0.11% Reduce -58.5% 629 $59K
GW&K Investment Management, LLC 0.00% Add +0.2% 620 $58K
Prestige Wealth Management Group LLC 0.01% No change 612 $58K
Hollencrest Capital Management 0.00% No change 612 $58K
Flagship Wealth Advisors, LLC 0.03% — 600 $56K
Tanglewood Legacy Advisors, LLC 0.02% No change 600 $56K
Parkside Financial Bank & Trust 0.01% Add +17.5% 590 $55K
Cullen/Frost Bankers, Inc. 0.00% Add +140.8% 590 $55K
Trust Co 0.01% No change 588 $55K
Anchor Investment Management, LLC 0.01% No change 587 $55K
St. Johns Investment Management Company, LLC 0.03% No change 580 $55K
Cassady Schiller Wealth Management, LLC 0.02% Add +2.5% 578 $54K
Oliver Lagore Vanvalin Investment Group 0.01% No change 578 $54K
CNB Bank 0.02% No change 566 $53K
Cromwell Holdings LLC 0.03% No change 558 $52K
Sugarloaf Wealth Management, LLC 0.01% No change 553 $52K
Wintrust Investments LLC 0.05% Add +14.3% 560 $52K
Human Investing LLC 0.01% New 550 $52K
Cherry Tree Wealth Management, LLC 0.01% No change 548 $52K
Bruce G. Allen Investments, LLC 0.04% Add +0.7% 544 $51K
Barrett & Company, Inc. 0.02% No change 540 $51K
Perritt Capital Management Inc 0.03% Add +0.8% 524 $49K
Salem Investment Counselors Inc. 0.00% No change 518 $49K
Deseret Mutual Benefit Administrators 0.02% No change 488 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -10.4% 483 $45K
SOA Wealth Advisors, LLC. 0.01% No change 480 $45K
ESL Trust Services, LLC 0.01% No change 474 $45K
Piscataqua Savings Bank 0.04% No change 459 $43K
Richards, Merrill & Peterson, Inc. 0.02% — 450 $42K
Hoey Investments, Inc. 0.01% New 450 $42K
Essex Investment Management Co. LLC 0.01% No change 430 $40K
Spire Wealth Management 0.00% Add +7.0% 430 $40K
Maryland Capital Advisors Inc. 0.02% No change 418 $39K
Future Financial Wealth Managment LLC 0.03% Reduce -38.6% 403 $38K
Lavaca Capital LLC 0.02% New 400 $38K
William B. Walkup & Associates, Inc. 0.02% No change 398 $37K
Hazlett, Burt & Watson, Inc. 0.02% Add +0.3% 380 $36K
WPG Advisers, LLC 0.03% — 378 $36K
Olistico Wealth, LLC 0.02% No change 372 $35K
Elequin Capital, LP 0.01% Reduce -20.1% 362 $34K
Whittier Trust Co. 0.00% Reduce -65.5% 359 $34K
Ancora Advisors LLC 0.00% No change 354 $33K
Valued Wealth Advisors LLC 0.02% No change 343 $32K
Pinnacle Financial Partners Inc 0.00% No change 328 $32K
Center for Financial Planning, Inc. 0.00% No change 333 $31K
Medallion Wealth Advisors, LLC 0.02% — 332 $31K
Valley National Advisers Inc. 0.01% No change 338 $31K
Peoples Financial Services Corp. 0.01% No change 326 $31K
Coastline Trust Co 0.00% No change 305 $29K
Prudent Man Investment Management, Inc. 0.02% — 300 $28K
CVA Family Office, LLC 0.00% Add +1250.0% 297 $28K
Silvant Capital Management LLC 0.00% No change 290 $27K
Asset Dedication, LLC 0.00% Add +3.6% 286 $27K
Gen-Wealth Partners Inc 0.01% Reduce -34.0% 283 $27K
Atlantic Private Wealth, LLC 0.02% Add +1.1% 282 $27K
Larson Financial Group LLC 0.00% Add +3828.6% 275 $26K
Princeton Global Asset Management LLC 0.00% Add +0.4% 260 $24K
Plante Moran Financial Advisors, LLC 0.00% Reduce -1.5% 260 $24K
Sound Income Strategies, LLC 0.00% Reduce -5.5% 256 $24K
CoreFirst Bank & Trust 0.01% No change 245 $23K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 240 $23K
Synergy Asset Management, LLC 0.00% New 229 $22K
Rosenberg Matthew Hamilton 0.01% No change 230 $22K
Stephens Consulting, LLC 0.01% No change 228 $21K
Boyd Watterson Asset Management LLC 0.01% No change 228 $21K
HHM Wealth Advisors, LLC 0.00% Add +4.5% 211 $20K
Atticus Wealth Management, LLC 0.01% No change 210 $20K
Fortitude Family Office, LLC 0.01% No change 210 $20K
Covestor Ltd 0.01% Reduce -36.3% 198 $19K
Bank of New Hampshire 0.00% No change 200 $19K
Frazier Financial Advisors, LLC 0.01% Add +0.5% 193 $18K
Wolff Wiese Magana LLC 0.01% No change 193 $18K
MV Capital Management, Inc. 0.00% Add +1.1% 193 $18K
Meeder Asset Management Inc. 0.00% New 180 $17K
NFSG Corp 0.00% Add +184.1% 179 $17K
Hemington Wealth Management 0.00% Add +21.7% 174 $16K
First Community Trust NA 0.01% No change 166 $16K
Versant Capital Management, Inc 0.00% No change 162 $15K
Chilton Capital Management LLC 0.00% Reduce -9.7% 158 $15K
Global X Japan Co., Ltd. 0.00% Add +23.1% 144 $14K
Cornerstone Planning Group LLC 0.00% Add +3.1% 131 $13K
Christopher J. Hasenberg, Inc 0.01% No change 137 $13K
Midwest Capital Advisors, LLC 0.01% — 136 $13K
SBI Securities Co., Ltd. 0.00% — 136 $13K
Atlatl Advisers LLC 0.01% — 135 $13K
Rogco, LP 0.00% No change 126 $12K
Park Square Financial Group, LLC 0.01% — 124 $12K
Tucker Asset Management LLC 0.00% Add +110.2% 124 $12K
CGC Financial Services, LLC 0.00% No change 120 $11K
Kimelman & Baird, LLC 0.00% No change 116 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $11K
Wiser Advisor Group LLC 0.02% No change 111 $10K
Sittner & Nelson, LLC 0.00% No change 107 $10K
Briaud Financial Planning Inc 0.00% No change 114 $10K
Lazard Asset Management LLC 0.00% Reduce -99.6% 107 $10K
Key Financial Inc 0.00% No change 106 $10K
Grove Bank & Trust 0.00% Add +65.6% 106 $10K
Mendota Financial Group, LLC 0.01% Reduce -22.8% 105 $10K
Financial Management Professionals, Inc. 0.00% Add +5.0% 105 $10K
Front Row Advisors LLC 0.00% No change 102 $10K
Eagle Bay Advisors LLC 0.01% No change 100 $9K
HighMark Wealth Management LLC 0.01% No change 100 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $9K
Golden State Wealth Management, LLC 0.00% — 97 $9K
Atala Financial Inc 0.01% — 93 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -50.8% 93 $9K
Synergy Investment Management, LLC 0.00% — 92 $9K
NBT Bank, N.A. 0.00% Reduce -62.5% 90 $8K
MilWealth Group LLC 0.00% No change 89 $8K
LFA - Lugano Financial Advisors SA 0.01% No change 85 $8K
Dunhill Financial, LLC 0.00% Add +25.8% 83 $8K
Solstein Capital, LLC 0.00% No change 82 $8K
Richard W. Paul & Associates, LLC 0.00% Add +2.5% 81 $8K
Sachetta, LLC 0.00% Reduce -35.5% 80 $8K
Harbor Investment Advisory, LLC 0.00% No change 79 $7K
Murphy & Mullick Capital Management Corp 0.01% — 79 $7K
New England Capital Financial Advisors LLC 0.00% New 76 $7K
Coppell Advisory Solutions LLC 0.00% Reduce -9.2% 69 $7K
SouthState Bank Corp 0.00% New 68 $6K
Legacy Investment Solutions, LLC 0.00% Reduce -68.0% 62 $6K
Legacy Wealth Managment, LLC 0.00% Reduce -68.0% 62 $6K
Millstone Evans Group, LLC 0.00% — 67 $6K
LRI Investments, LLC 0.00% No change 67 $6K
Global Financial Private Client, LLC 0.00% Add +10.3% 64 $6K
Darwin Wealth Management, LLC 0.00% No change 64 $6K
Horizon Bancorp Inc. 0.00% No change 68 $6K
Carolinas Wealth Consulting LLC 0.00% Add +6.8% 63 $6K
Archer Investment Corp 0.00% No change 62 $6K
Private Wealth Management Group, LLC 0.00% Add +82.3% 62 $6K
1620 Investment Advisors, Inc. 0.00% New 59 $6K
Transce3nd, LLC 0.00% — 57 $5K
Abound Wealth Management 0.00% Reduce -1.8% 55 $5K
GHP Investment Advisors, Inc. 0.00% Reduce -19.1% 55 $5K
Whipplewood Advisors, LLC 0.00% — 54 $5K
C M Bidwell & Associates Ltd. 0.00% No change 53 $5K
Sunbelt Securities, Inc. 0.00% No change 51 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -60.9% 45 $4K
Retirement Wealth Solutions LLC 0.00% — 43 $4K
Keener Financial Planning LLC 0.00% No change 50 $4K
Wood Tarver Financial Group, LLC 0.00% — 45 $4K
Raffa Wealth Management, LLC 0.00% No change 40 $4K
Glen Eagle Advisors, LLC 0.00% No change 40 $4K
MCF Advisors LLC 0.00% Add +44.0% 36 $3K
Trifecta Capital Advisors, LLC 0.00% No change 34 $3K
Ruedi Wealth Management, Inc. 0.00% No change 34 $3K
WR Wealth Planners, LLC 0.00% Reduce -76.4% 34 $3K
Global Trust Asset Management, LLC 0.00% Reduce -99.9% 32 $3K
ORG Partners LLC 0.00% No change 32 $3K
Bogart Wealth, LLC 0.00% New 29 $3K
Northwest Capital Management Inc 0.00% Reduce -71.6% 27 $3K
McIlrath & Eck, LLC 0.00% No change 27 $3K
Missouri Trust & Investment Co 0.00% New 26 $2K
Hilltop National Bank 0.00% Reduce -96.8% 25 $2K
Avion Wealth 0.00% Add +20.8% 29 $2K
Winthrop Capital Management, LLC 0.00% No change 25 $2K
Sierra Ocean, LLC 0.00% — 20 $2K
Highline Wealth Partners LLC 0.00% No change 20 $2K
Pineridge Advisors LLC 0.00% No change 18 $2K
SJS Investment Consulting Inc. 0.00% Reduce -18.2% 18 $2K
NewSquare Capital LLC 0.00% New 18 $2K
Clark Wealth Partners 0.00% — 17 $2K
First Financial Corp. 0.00% Reduce -70.2% 17 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $2K
Logan Capital Management Inc. 0.00% New 15 $1K
WealthTrak Capital Management LLC 0.00% — 15 $1K
Aspect Partners, LLC 0.00% No change 15 $1K
Creekmur Asset Management LLC 0.00% No change 15 $1K
Conquis Financial LLC 0.00% — 14 $1K
Brown, Lisle/Cummings, Inc. 0.00% New 13 $1K
Bell Investment Advisors, Inc 0.00% Reduce -50.0% 13 $1K
True Wealth Design, LLC 0.00% Add +11.1% 10 $941
First United Bank & Trust 0.00% No change 8 $752
PSI Advisors, LLC 0.00% No change 8 $752
Principia Wealth Advisory, LLC 0.00% — 7 $658
Fairman Group, LLC 0.00% Reduce -53.9% 6 $564
Painted Porch Advisors LLC 0.00% New 6 $564
Creative Financial Designs Inc. 0.00% No change 6 $564
Quest 10 Wealth Builders, Inc. 0.00% — 5 $470
Nvwm, LLC 0.00% No change 5 $470
Activest Wealth Management 0.00% New 5 $470
Nemes Rush Group LLC 0.00% New 5 $470
Winnacle Wealth LLC 0.00% — 5 $465
Capital A Wealth Management, LLC 0.00% — 4 $376
Parkworth Wealth Management, Inc. 0.00% — 4 $376
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4 $376
Measured Risk Portfolios, Inc. 0.00% — 3 $282
New Millennium Group LLC 0.00% No change 3 $282
FLP Wealth Management, LLC 0.00% — 2 $195

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