WEC Energy GroupWEC

13F holders, Q4 2025 (December 31)
1,347holders +54
99new positions
103sold out
9famous investors
$105.43avg. 13F price*

At the end of Q4 2025, 1,347 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 54 from Q3 2025. 99 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock, Inc. ($3.5B) and State Street Corp. ($2.2B). 9 famous investors held it, including George Soros (0.2% of Soros Fund Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions99$179.2M
Exits103$328.2M

All 13F filers, Q3 2025 → Q4 2025: 16,562,503 shares bought and 14,660,491 shares sold, net +1,902,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,347 holders

Vanguard Group Inc. 0.06% Add +2.0% 41,099,951 $4.3B
BlackRock, Inc. 0.06% Add +8.3% 32,904,253 $3.5B
State Street Corp. 0.07% Add +2.3% 20,702,822 $2.2B
Wellington Management Group LLP 0.17% Reduce -10.8% 9,029,720 $952.3M
Geode Capital Management, LLC 0.06% Add +1.0% 8,838,003 $928.7M
Wells Fargo & Company 0.17% Add +0.6% 8,287,021 $873.9M
Bank of America Corp. 0.06% Add +2.2% 7,431,413 $783.7M
Deutsche Bank AG 0.21% Add +2.7% 6,125,438 $646.0M
Charles Schwab Investment Management Inc. 0.09% Add +1.0% 5,336,861 $562.8M
Ameriprise Financial Inc. 0.11% Reduce -2.2% 4,680,600 $493.2M
Invesco Ltd. 0.05% Add +2.1% 4,523,069 $477.0M
JPMorgan Chase & Co. 0.03% Reduce -11.8% 4,371,764 $461.0M
Morgan Stanley 0.03% Reduce -0.9% 4,066,576 $428.9M
Northern Trust Corp. 0.05% Add +1.4% 3,641,145 $384.0M
Nuveen, LLC 0.10% Reduce -10.8% 3,489,665 $368.0M
Franklin Resources Inc. 0.09% Add +175.0% 3,357,608 $354.1M
Clearbridge Investments, LLC 0.27% Reduce -28.4% 3,236,154 $341.3M
Envestnet Asset Management Inc. 0.09% Reduce -2.5% 2,970,392 $313.2M
Legal & General Group Plc 0.06% Reduce -0.7% 2,679,059 $282.5M
PNC Financial Services Group, Inc. 0.15% Reduce -1.0% 2,563,809 $270.4M
Federated Hermes, Inc. 0.39% Add +8.6% 2,207,597 $232.8M
Raymond James Financial Inc. 0.07% Add +13.6% 2,056,074 $216.8M
Bank of New York Mellon Corp 0.04% Reduce -3.9% 2,017,854 $212.8M
Mairs & Power Inc. 1.94% Add +6.4% 1,908,774 $201.3M
Earnest Partners LLC 0.80% Reduce -2.6% 1,780,875 $187.8M
UBS Group AG 0.04% Add +26.8% 1,701,892 $179.5M
Royal Bank of Canada 0.03% Reduce -4.6% 1,678,361 $177.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -8.8% 1,541,960 $162.6M
Soroban Capital Partners LP 1.16% Add +26.4% 1,387,672 $159.0M
CBRE Investment Management Listed Real Assets LLC 2.07% Add +7.8% 1,336,094 $140.9M
Confluence Investment Management LLC 2.10% Reduce -4.5% 1,327,420 $140.0M
FMR LLC 0.01% Reduce -0.5% 1,293,774 $136.4M
Principal Financial Group Inc. 0.07% Reduce -6.3% 1,285,132 $135.5M
Magellan Asset Management Ltd 1.65% Reduce -1.2% 1,285,113 $135.5M
Dimensional Fund Advisors LP 0.03% Add +2.2% 1,243,873 $131.2M
Goldman Sachs Group Inc. 0.02% Reduce -33.7% 1,209,718 $127.6M
Stifel Financial Corp. 0.11% Add +0.7% 1,179,730 $124.4M
Bessemer Group Inc. 0.18% Add +22.7% 1,130,011 $119.2M
Crawford Investment Counsel Inc. 1.92% Reduce -1.0% 1,089,902 $114.9M
Bahl & Gaynor LLC 0.56% Add +20.0% 1,053,958 $111.2M
Qube Research & Technologies Ltd 0.15% Add +111.4% 986,732 $104.1M
Duff & Phelps Investment Management Co. 1.17% Reduce -4.6% 981,194 $103.5M
Cincinnati Insurance Co. 1.58% No change 978,300 $103.2M
LPL Financial LLC 0.03% Add +4.2% 973,688 $102.7M
Squarepoint Ops LLC 0.21% Add +454.7% 968,133 $102.1M
Swiss National Bank 0.06% Reduce -4.1% 882,087 $93.0M
Caisse de depot et placement du Quebec 0.16% Reduce -33.6% 881,410 $93.0M
California Public Employees Retirement System 0.05% Reduce -14.1% 825,382 $87.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -4.0% 805,251 $84.9M
Rathbones Group PLC 0.32% Add +5.2% 787,535 $83.1M
Westwood Holdings Group Inc. 0.67% Reduce -14.1% 765,711 $80.8M
Energy Income Partners, LLC 1.42% Add +67.2% 742,959 $78.4M
Sei Investments Co. 0.08% Reduce -9.1% 742,880 $78.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +9.8% 698,377 $74.4M
Victory Capital Management Inc. 0.04% Add +49.5% 659,644 $69.6M
Employees Retirement System of Texas 0.66% Reduce -1.8% 659,533 $69.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.35% Add +1.3% 658,310 $69.4M
Marshall Wace, LLP 0.07% Reduce -7.0% 644,406 $68.0M
AQR Capital Management 0.04% Add +7.1% 641,413 $67.6M
First Trust Advisors LP 0.05% Reduce -16.4% 630,760 $66.5M
Rhumbline Advisers 0.05% Reduce -3.6% 608,979 $64.2M
Benjamin Edwards Inc. 0.70% Reduce -3.9% 599,147 $63.2M
Barclays PLC 0.03% Reduce -14.1% 597,288 $63.0M
Gabelli Funds LLC 0.43% Reduce -1.0% 589,870 $62.2M
HSBC Holdings PLC 0.03% Add +7.8% 579,000 $61.1M
Amundi 0.02% Add +28.1% 578,554 $61.0M
Bank of Montreal 0.02% Add +2.3% 558,924 $58.9M
Citadel Advisors 0.04% Reduce -60.2% 557,795 $58.8M
Vaughan Nelson Investment Management, L.P. 0.55% Add +26.2% 529,319 $55.8M
BNP Paribas Financial Markets 0.03% Reduce -27.7% 513,737 $54.2M
T. Rowe Price Associates Inc. 0.01% Add +0.4% 510,603 $53.8M
W1M Asset Management Ltd 0.54% Add +1472.5% 495,308 $52.2M
Baird Financial Group, Inc. 0.08% Add +21.7% 487,198 $51.4M
Vaughan David Investments LLC 1.12% Reduce -0.6% 486,888 $51.3M
American Century Companies Inc. 0.03% Reduce -3.1% 484,168 $51.1M
Pictet Asset Management Holding SA 0.05% Add +195.1% 482,309 $50.9M
Old Republic International Corp. 2.04% Add +42.6% 479,679 $50.6M
Canada Pension Plan Investment Board 0.03% Reduce -0.1% 461,045 $48.6M
Donaldson Capital Management, LLC 1.47% Reduce -2.3% 437,434 $46.1M
Retirement Systems of Alabama 0.14% Add +0.1% 420,964 $44.4M
T. Rowe Price Investment Management, Inc. 0.03% Add +603.1% 414,028 $43.7M
National Pension Service 0.03% Add +9.7% 406,903 $42.9M
Neuberger Berman Group LLC 0.03% Add +1.2% 406,332 $42.9M
Massachusetts Financial Services Co. 0.01% Add +10.5% 389,066 $41.0M
California State Teachers Retirement System 0.04% Add +0.3% 384,796 $40.6M
Reaves W H & Co. Inc. 0.70% Add +60.0% 377,501 $39.8M
Campbell Newman Asset Management Inc. 2.87% Add +0.6% 371,669 $39.2M
Alliancebernstein L.P. 0.01% Reduce -15.3% 345,450 $36.4M
Natixis Advisors, LLC 0.05% Reduce -12.7% 340,429 $35.9M
Dearborn Partners LLC 1.79% Reduce -11.2% 339,058 $35.8M
US Bancorp \de 0.04% Reduce -1.4% 332,900 $35.1M
Citigroup Inc. 0.02% Add +0.3% 323,183 $34.1M
Gateway Investment Advisers LLC 0.31% Add +2.0% 314,629 $33.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.1% 293,171 $31.1M
State Board of Administration of Florida Retirement System 0.05% Reduce -0.4% 284,623 $30.0M
SG Americas Securities, LLC 0.04% Add +687.6% 283,291 $29.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +3.2% 279,378 $29.5M
Huntington National Bank 0.23% Add +1.2% 274,584 $29.0M
Nisa Investment Advisors, LLC 0.09% Add +0.4% 270,669 $28.5M
1832 Asset Management L.P. 0.04% Add +40.5% 268,305 $28.3M
MML Investors Services, LLC 0.07% Add +6.5% 262,008 $27.6M
Country Trust Bank 0.49% Add +6.3% 255,685 $27.0M
Osaic Holdings, Inc. 0.04% Add +4.9% 245,519 $25.9M
Russell Investments Group, Ltd. 0.03% Reduce -35.5% 245,313 $25.9M
HighTower Advisors, LLC 0.03% Add +0.2% 244,939 $25.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -17.4% 242,523 $25.6M
New York State Teachers Retirement System 0.05% Add +0.1% 242,076 $25.5M
STRS Ohio 0.09% Add +0.1% 239,300 $25.2M
Balyasny Asset Management L.P. 0.05% Reduce -75.5% 232,260 $24.5M
Cetera Investment Advisers 0.03% Add +5.4% 229,473 $24.2M
Braun Stacey Associates Inc. 0.77% Add +0.8% 226,593 $23.9M
Azimuth Capital Investment Management LLC 0.85% Reduce -1.2% 226,072 $23.8M
Corient Private Wealth LP 0.03% Add +1.0% 218,655 $23.1M
Macquarie Group Ltd. 0.10% Reduce -43.4% 217,826 $23.0M
Quantinno Capital Management LP 0.05% Add +54.7% 214,484 $22.6M
Susquehanna International Group, LLP 0.03% Add +353.2% 214,144 $22.6M
NS Partners Ltd 0.87% New 210,995 $22.3M
Renaissance Technologies 0.03% New 209,975 $22.1M
Eventide Asset Management, LLC 0.34% Add +550.8% 206,717 $21.8M
Cidel Asset Management Inc. 1.51% Reduce -1.7% 202,967 $21.4M
Empire Life Investments Inc. 1.18% Add +0.0% 198,977 $21.0M
Boston Trust Walden Corp 0.16% Reduce -2.3% 197,898 $20.9M
Gotham Asset Management 0.08% Add +11.2% 197,366 $20.8M
Thomasville National Bank 1.29% Add +3.6% 197,050 $20.8M
Assenagon Asset Management S.A. 0.03% Add +78.8% 195,684 $20.6M
Millennium Management 0.02% Add +122.0% 194,699 $20.5M
CIBC Asset Management Inc 0.05% Add +18.3% 194,119 $20.5M
CANADA LIFE ASSURANCE Co 0.03% Add +2.8% 187,554 $19.8M
Truist Financial Corp. 0.03% Add +5.6% 187,408 $19.8M
Assetmark, Inc. 0.04% Add +5.4% 180,068 $19.0M
Nomura Asset Management International Inc. 0.03% — 178,420 $18.8M
AE Wealth Management LLC 0.11% Add +3.6% 178,008 $18.8M
DDD Partners, LLC 1.16% Add +0.5% 172,937 $18.2M
Korea Investment CORP 0.04% Reduce -21.1% 170,072 $17.9M
Asset Management One Co., Ltd. 0.05% Reduce -0.7% 169,278 $17.9M
&partners 0.09% Add +5.9% 169,422 $17.9M
State of Wisconsin Investment Board 0.04% Reduce -0.5% 168,501 $17.8M
Chevy Chase Trust Holdings, LLC 0.05% Add +0.5% 166,802 $17.6M
South Street Advisors LLC 2.44% Reduce -7.9% 164,804 $17.4M
Allianz Asset Management GmbH 0.02% Reduce -7.2% 162,419 $17.1M
Aberdeen Group plc 0.03% Add +2.3% 161,181 $17.0M
Prudential Financial Inc. 0.02% Reduce -11.5% 159,509 $16.8M
Van Eck Associates Corp. 0.01% Add +6.7% 158,600 $16.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +20.4% 158,492 $16.7M
Tudor Investment Corporation 0.09% New 157,283 $16.6M
Mariner, LLC 0.02% Reduce -3.3% 156,187 $16.5M
Tortoise Capital Advisors, L.L.C. 0.21% Reduce -10.2% 154,558 $16.3M
B. Metzler seel. Sohn & Co. AG 0.14% Add +55.3% 153,690 $16.2M
TD Asset Management Inc 0.01% Reduce -19.6% 149,821 $15.8M
Hennessy Advisors Inc. 0.56% Reduce -1.6% 149,140 $15.7M
National Bank of Canada 0.02% Reduce -10.8% 148,906 $15.7M
Man Group plc 0.03% Reduce -48.6% 145,972 $15.4M
Allspring Global Investments Holdings, LLC 0.02% Reduce -0.7% 144,242 $15.4M
Creative Planning 0.01% Add +16.9% 145,538 $15.3M
Commonwealth Equity Services, LLC 0.02% Reduce -18.4% 145,212 $15.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +44.7% 142,526 $15.0M
APG Asset Management N.V. 0.04% Reduce -44.5% 164,259 $14.7M
Nomura Asset Management Co. Ltd. 0.04% Add +3.1% 138,081 $14.6M
Nicolet Advisory Services, LLC 0.98% Add +2.7% 138,208 $14.5M
Treasurer of the State of North Carolina 0.05% Reduce -5.0% 136,425 $14.4M
Park National Corp. 0.44% Add +4008.6% 135,010 $14.2M
Verity & Verity, LLC 1.09% Add +3.7% 133,502 $14.1M
New York State Common Retirement Fund 0.02% Reduce -1.5% 131,633 $13.9M
Trexquant Investment LP 0.12% New 129,983 $13.7M
Baillie Gifford & Co. 0.01% Reduce -1.3% 129,676 $13.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.20% — 129,030 $13.6M
Resona Asset Management Co.,Ltd. 0.07% Reduce -2.9% 128,440 $13.5M
Voloridge Investment Management, LLC 0.05% Add +971.5% 126,464 $13.3M
OMERS ADMINISTRATION Corp 0.09% No change 126,209 $13.3M
Talaria Asset Management Pty Ltd 2.55% New 126,200 $13.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +114.0% 125,025 $13.2M
Toronto Dominion Bank 0.02% Reduce -6.0% 124,063 $13.1M
Hudson Bay Capital Management LP 0.08% Reduce -65.4% 122,954 $13.0M
State of Tennessee, Department of Treasury 0.04% Reduce -0.8% 112,693 $12.5M
Rockland Trust Co. 0.48% Add +1.6% 114,507 $12.1M
Annex Advisory Services, LLC 0.23% Add +7.2% 114,136 $12.0M
O'shaughnessy Asset Management, LLC 0.07% Add +0.4% 112,314 $11.8M
Brookstone Capital Management 0.14% Reduce -3.6% 112,312 $11.8M
Sanctuary Advisors, LLC 0.06% Add +3.9% 107,788 $11.4M
DekaBank Deutsche Girozentrale 0.02% No change 122,847 $11.2M
Public Employees Retirement System of Ohio 0.03% Reduce -1.6% 105,470 $11.1M
Epoch Investment Partners, Inc. 0.06% Reduce -77.1% 105,034 $11.1M
BTG Pactual Asset Management US LLC 1.24% New 104,975 $11.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.6% 104,348 $11.0M
HFR Wealth Management, LLC 2.57% Add +0.7% 103,388 $10.9M
Wealthfront Advisers LLC 0.02% Reduce -12.4% 101,687 $10.7M
Stratos Wealth Partners, LTD. 0.12% Reduce -3.3% 100,983 $10.6M
State of New Jersey Common Pension Fund D 0.04% No change 97,774 $10.3M
Guardian Capital LP 0.30% Reduce -2.9% 97,018 $10.2M
Soros Fund Management 0.18% New 96,245 $10.1M
Cincinnati Specialty Underwriters Insurance CO 2.31% No change 95,000 $10.0M
Forsta Ap-Fonden 0.06% Add +16.3% 94,000 $9.9M
Comerica Bank 0.04% Reduce -2.5% 92,811 $9.8M
Thomas Story & Son LLC 3.61% Reduce -0.7% 92,018 $9.7M
NewEdge Advisors, LLC 0.03% Reduce -0.1% 90,468 $9.5M
FIL Ltd 0.01% No change 90,000 $9.5M
Teachers Retirement System of the State of Kentucky 0.07% Reduce -21.1% 89,974 $9.5M
Oppenheimer Asset Management Inc. 0.12% Add +0.2% 89,184 $9.4M
Arizona State Retirement System 0.05% Reduce -6.0% 88,310 $9.3M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% — 87,169 $9.2M
Guggenheim Capital LLC 0.07% Reduce -4.5% 86,364 $9.1M
Janney Montgomery Scott LLC 0.02% Add +6.9% 85,866 $9.1M
Czech National Bank 0.06% Add +4.9% 85,775 $9.0M
State of Michigan Retirement System 0.04% Reduce -2.2% 85,184 $9.0M
Mattern Capital Management, LLC 1.06% Add +1.4% 85,136 $9.0M
Franklin, Parlapiano, Turner & Welch, LLC 2.20% Reduce -1.8% 81,486 $8.8M
Public Sector Pension Investment Board 0.03% Add +19.3% 82,819 $8.7M
Ensign Peak Advisors, Inc 0.02% Reduce -41.9% 82,393 $8.7M
Credit Agricole S A 0.02% Add +169.5% 80,089 $8.4M
Commerce Bank 0.05% Add +0.5% 78,928 $8.3M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -0.2% 78,349 $8.3M
MetLife Investment Management, LLC 0.04% Reduce -2.3% 77,982 $8.2M
Leeward Investments, LLC - MA 0.41% Reduce -33.2% 77,415 $8.2M
Fifth Third Bancorp 0.03% Reduce -5.0% 77,114 $8.1M
Brandywine Global Investment Management, LLC 0.05% Reduce -2.2% 76,674 $8.1M
Atria Investments, Inc 0.09% Add +7.0% 75,277 $7.9M
Sagefield Capital LP 0.66% Add +24.0% 73,342 $7.7M
ProShare Advisors LLC 0.01% Add +7.1% 72,709 $7.7M
Vestcor Inc 0.22% No change 71,619 $7.6M
IFM Investors Pty Ltd 0.06% Add +5.5% 70,818 $7.5M
Bank of Nova Scotia 0.01% Reduce -33.4% 70,163 $7.4M
Dean Investment Associates, LLC 1.03% Reduce -3.7% 68,053 $7.2M
Thompson Investment Management, Inc. 0.89% Add +0.2% 67,194 $7.1M
Merit Financial Group, LLC 0.06% Add +10.3% 66,908 $7.1M
Voya Investment Management LLC 0.01% Reduce -7.1% 66,657 $7.0M
Mercer Global Advisors Inc. 0.01% Add +98.3% 66,143 $7.0M
Dorsey & Whitney Trust CO LLC 0.37% Add +9.1% 65,817 $6.9M
Heartland Advisors Inc. 0.37% Reduce -0.3% 65,613 $6.9M
Morgan Dempsey Capital Management LLC 3.32% Reduce -9.3% 64,571 $6.8M
Y-Intercept (Hong Kong) Ltd 0.15% New 64,174 $6.8M
Albion Financial Group 0.42% Reduce -0.7% 63,571 $6.7M
Sone Capital Management, LLC 0.53% New 62,242 $6.6M
Amalgamated Bank 0.05% Reduce -4.3% 60,295 $6.4M
Alley Investment Management Company, LLC 0.73% Reduce -0.5% 59,205 $6.2M
Park Avenue Securities LLC 0.05% Reduce -0.5% 58,555 $6.2M
BLB&B Advisors, LLC 0.25% New 57,802 $6.1M
Orion Porfolio Solutions, LLC 0.04% Add +1.8% 57,423 $6.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +24.3% 57,017 $6.0M
1834 Investment Advisors Co. 0.74% Reduce -2.2% 56,231 $5.9M
Woodline Partners LP 0.02% Add +30.3% 55,438 $5.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +2.0% 54,864 $5.8M
DAVENPORT & Co LLC 0.03% Add +9.8% 53,764 $5.7M
Hunter Perkins Capital Management, LLC 1.31% Reduce -0.4% 53,528 $5.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +24.9% 53,220 $5.6M
Utah Retirement Systems 0.05% Add +0.7% 53,098 $5.6M
Cibc World Markets Corp. 0.03% — 52,852 $5.6M
Cerity Partners LLC 0.01% Reduce -1.9% 52,699 $5.6M
Daiwa Securities Group Inc. 0.02% Add +4.4% 52,414 $5.5M
Oak Thistle LLC 0.74% New 50,854 $5.4M
Nicholas Company, Inc. 0.09% Add +27.4% 50,635 $5.3M
Xponance LLC 0.04% Add +7.2% 50,493 $5.3M
Los Angeles Capital Management LLC 0.02% Reduce -13.6% 47,110 $5.3M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -2.3% 50,205 $5.3M
American Assets Investment Management, LLC 0.36% No change 50,000 $5.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +10.9% 49,706 $5.2M
Allworth Financial LP 0.02% Add +13.5% 48,949 $5.2M
Mediolanum International Funds Ltd 0.05% Reduce -75.0% 48,262 $5.1M
Ontario Teachers Pension Plan Board 0.12% Add +156.3% 48,490 $5.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.8% 48,456 $5.1M
Ashton Thomas Private Wealth, LLC 0.12% Add +5.9% 48,005 $5.1M
Vestmark Advisory Solutions, Inc. 0.07% Add +559.6% 47,510 $5.0M
Kingsview Wealth Management, LLC 0.07% Reduce -0.2% 47,502 $5.0M
Brentview Investment Management LLC 2.25% Add +36.0% 47,137 $5.0M
Morton Community Bank 1.06% Add +4.4% 44,500 $4.9M
Parr McKnight Wealth Management Group, LLC 0.64% Add +2.9% 46,201 $4.9M
Focus Partners Wealth 0.01% Add +11.4% 46,123 $4.9M
Yousif Capital Management, LLC 0.05% Reduce -3.8% 44,279 $4.8M
NEOS Investment Management LLC 0.03% Add +19.7% 45,121 $4.8M
Advisory Services Network, LLC 0.07% Reduce -5.3% 45,090 $4.8M
Mackenzie Financial Corp. 0.01% Add +7.4% 44,700 $4.7M
Patton Fund Management, Inc. 0.63% Add +77.6% 44,812 $4.7M
New York Life Investment Management LLC 0.04% Add +2.0% 44,501 $4.7M
Woodley Farra Manion Portfolio Management Inc. 0.22% Reduce -0.3% 44,485 $4.7M
Motco 0.42% Reduce -2.9% 44,195 $4.7M
S&co Inc. 0.29% No change 43,907 $4.6M
Schroder Investment Management Group 0.00% Add +10.9% 43,074 $4.6M
Glenmede Trust Co. NA 0.02% — 43,247 $4.6M
Regions Financial Corp. 0.03% Add +4.5% 43,134 $4.5M
Dark Forest Capital Management LP 0.21% Add +588.3% 43,048 $4.5M
Bantamac Capital, LLC 3.21% No change 43,000 $4.5M
D. E. Shaw & Co. 0.00% Reduce -10.0% 42,900 $4.5M
Rakuten Investment Management, Inc. 0.02% Reduce -91.4% 42,647 $4.5M
CIBC Private Wealth Group LLC 0.01% Reduce -3.1% 42,218 $4.5M
KLCM Advisors, Inc. 0.38% Add +1.6% 42,194 $4.4M
HighPoint Advisor Group LLC 0.10% Add +50.4% 42,065 $4.4M
Bright Rock Capital Management, LLC 0.87% No change 42,000 $4.4M
iSAM Funds (UK) Ltd 1.59% New 41,835 $4.4M
Blair William & Co. 0.01% Add +0.4% 41,462 $4.4M
Nissay Asset Management Corp. /Japan 0.02% Add +0.6% 41,124 $4.3M
Alta Capital Management LLC/ 0.28% Reduce -0.1% 40,578 $4.3M
United Capital Management of KS, Inc. 0.60% Add +3.4% 40,537 $4.3M
Acadian Asset Management LLC 0.01% Add +2207.1% 40,536 $4.3M
CI Investments Inc. 0.02% Add +10.0% 40,355 $4.3M
USS Investment Management Ltd 0.02% No change 40,180 $4.2M
Harbour Investments, Inc. 0.09% Reduce -8.8% 40,086 $4.2M
AlphaQuest LLC 0.24% Add +1480.9% 39,903 $4.2M
Keebeck Wealth Management 0.48% Reduce -4.3% 39,823 $4.2M
Schonfeld Strategic Advisors LLC 0.02% New 39,640 $4.2M
Steward Partners Investment Advisory, LLC 0.02% Add +3.6% 39,105 $4.1M
Aventail Capital Group, LP 0.24% Reduce -83.7% 39,056 $4.1M
Foundations Investment Advisors, LLC 0.05% Reduce -4.0% 38,873 $4.1M
Kestra Advisory Services, LLC 0.02% Add +7.0% 38,687 $4.1M
Swiss Life Asset Management Ltd 0.02% Add +0.5% 38,633 $4.1M
N.E.W. Advisory Services LLC 0.30% Add +11.0% 38,346 $4.0M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -8.9% 38,151 $4.0M
Cape Cod Five Cents Savings Bank 0.36% No change 41,221 $4.0M
Oregon Public Employees Retirement Fund 0.05% Add +1.4% 37,239 $3.9M
Belpointe Asset Management LLC 0.14% Add +11.0% 37,014 $3.9M
Somerset Trust Co 1.18% Add +1.6% 36,699 $3.9M
Resolution Capital Ltd 0.09% Reduce -49.3% 36,636 $3.9M
Kestra Private Wealth Services, LLC 0.05% Add +2.0% 36,084 $3.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +3.1% 35,974 $3.8M
Pacer Advisors, Inc. 0.01% Add +32.5% 35,938 $3.8M
Verition Fund Management LLC 0.02% Reduce -86.8% 35,838 $3.8M
Rafferty Asset Management, LLC 0.01% Add +5.7% 35,822 $3.8M
Castellan Group 0.47% Add +4.8% 35,149 $3.7M
Rockefeller Capital Management L.P. 0.01% Reduce -1.2% 35,123 $3.7M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.21% Add +34.6% 35,000 $3.7M
Captrust Financial Advisors 0.01% Add +4.5% 34,923 $3.7M
Mutual of America Capital Management LLC 0.04% Add +0.1% 34,922 $3.7M
First American Bank 0.22% Add +0.6% 34,770 $3.7M
KBC Group NV 0.01% Add +5.3% 34,719 $3.7M
Hennion & Walsh Asset Management, Inc. 0.12% Reduce -0.9% 34,107 $3.6M
Metis Global Partners, LLC 0.08% Add +0.9% 33,861 $3.6M
Concurrent Investment Advisors, LLC 0.04% Add +16.2% 33,646 $3.5M
UniSuper Management Pty Ltd 0.02% Reduce -1.5% 33,475 $3.5M
Lanark Financial, Inc. 0.26% Add +5040.6% 32,386 $3.4M
State of Alaska, Department of Revenue 0.04% Reduce -6.5% 32,195 $3.4M
Johnson Financial Group, Inc. 0.13% Reduce -34.0% 31,778 $3.4M
Principal Securities, Inc. 0.05% Add +9.3% 31,630 $3.3M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -13.7% 31,603 $3.3M
TD Private Client Wealth LLC 0.07% Reduce -13.0% 31,136 $3.3M
Cincinnati Casualty Co. 1.66% No change 31,000 $3.3M
Leavell Investment Management, Inc. 0.14% Reduce -0.3% 30,941 $3.3M
Journey Advisory Group, LLC 0.27% Reduce -4.6% 30,784 $3.2M
Pathstone Holdings, LLC 0.01% Reduce -5.5% 30,597 $3.2M
Edgestream Partners, L.P. 0.09% Reduce -15.9% 30,286 $3.2M
Zions Bancorporation, National Association 0.15% Add +0.1% 30,250 $3.2M
Premier Fund Managers Ltd 0.18% No change 30,000 $3.2M
Farmers & Merchants Investments Inc. 0.09% No change 29,518 $3.1M
Global Trust Wealth Management LLC 2.30% — 29,428 $3.1M
Public Employees Retirement Association of Colorado 0.01% No change 29,337 $3.1M
Trilogy Capital Inc. 0.14% Add +20.3% 29,060 $3.1M
Global Retirement Partners, LLC 0.05% Add +22.2% 28,968 $3.1M
Wedbush Securities Inc. 0.09% Add +25.1% 28,783 $3.0M
Ascent Group, LLC 0.10% Reduce -2.6% 28,773 $3.0M
World Investment Advisors 0.05% Add +14.9% 28,541 $3.0M
Level Four Advisory Services, LLC 0.10% Add +5.8% 28,506 $3.0M
Prosperity Consulting Group, LLC 0.13% Reduce -0.4% 28,146 $3.0M
Private Advisor Group, LLC 0.01% Add +1.8% 28,056 $3.0M
Quantbot Technologies LP 0.10% New 28,027 $3.0M
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -87.9% 27,952 $2.9M
apricus wealth, LLC 1.49% Add +3.8% 27,740 $2.9M
Cwm, LLC 0.01% Reduce -1.3% 27,452 $2.9M
Associated Banc-Corp 0.07% Reduce -30.4% 27,381 $2.9M
Mitchell & Pahl Private Wealth, LLC 1.17% Reduce -0.1% 26,751 $2.8M
Nomura Holdings Inc. 0.01% Reduce -55.2% 26,705 $2.8M
Vident Advisory, LLC 0.03% Add +2.9% 26,443 $2.8M
Lantz Financial LLC 0.59% Reduce -3.9% 26,322 $2.8M
D.A. Davidson & Co. 0.02% Add +14.1% 26,318 $2.8M
Jefferies Financial Group Inc. 0.02% Add +92.0% 26,279 $2.8M
Polymer Capital Management (US) LLC 0.35% New 25,998 $2.7M
Brown Advisory Inc. 0.00% Add +1.6% 25,775 $2.7M
Jones Financial Companies LLLP 0.00% Add +10.4% 25,669 $2.7M
Brevan Howard Capital Management LP 0.06% Add +724.9% 25,655 $2.7M
Walleye Trading LLC 0.04% Add +245.4% 25,645 $2.7M
Savant Capital, LLC 0.02% Add +9.9% 25,601 $2.7M
Shakespeare Wealth Management, LLC 0.60% Reduce -0.0% 25,599 $2.7M
Marietta Investment Partners LLC 0.53% Reduce -15.1% 25,523 $2.7M
Diversified Management Inc. 0.63% — 25,492 $2.7M
Beacon Pointe Advisors, LLC 0.02% Add +50.0% 25,277 $2.7M
Mizuho Securities USA LLC 0.04% Add +1.0% 23,686 $2.7M
Independent Advisor Alliance 0.06% Reduce -0.2% 25,074 $2.6M
Empowered Funds, LLC 0.04% Add +5.8% 25,007 $2.6M
Rothschild Investment LLC 0.14% Reduce -5.9% 24,666 $2.6M
Allstate Corp. 0.04% Add +108.3% 24,477 $2.6M
Alliance Wealth Advisors, LLC 0.56% Reduce -33.7% 24,413 $2.6M
Bokf, NA 0.04% Reduce -7.9% 24,180 $2.6M
Penobscot Investment Management Company, Inc. 0.19% Reduce -0.2% 23,920 $2.5M
Entropy Technologies, LP 0.14% Add +320.2% 23,697 $2.5M
Delta Global Management LP 0.18% New 23,685 $2.5M
Pinebridge Investments LLC 0.02% — 23,516 $2.5M
Keybank National Association 0.01% Add +19.0% 23,355 $2.5M
Broadwater Capital Management LLC 1.83% No change 23,200 $2.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +371.8% 23,130 $2.4M
RFG Advisory, LLC 0.05% Reduce -1.1% 23,096 $2.4M
Kieckhefer Group LLC 1.14% Reduce -5.0% 22,807 $2.4M
Group One Trading LLC 0.07% Add +147.3% 22,636 $2.4M
Lazard Asset Management LLC 0.00% Add +18411.5% 22,584 $2.4M
Lido Advisors, LLC 0.01% Add +2.6% 20,994 $2.4M
Meyer Handelman Co. 0.07% No change 22,550 $2.4M
Dockside LLC 0.60% — 22,192 $2.3M
Intech Investment Management LLC 0.02% Reduce -17.9% 22,179 $2.3M
Sit Investment Associates Inc. 0.05% No change 21,980 $2.3M
Hilltop Holdings Inc. 0.14% Reduce -1.3% 21,927 $2.3M
Mgo One Seven LLC 0.05% Add +46.9% 21,765 $2.3M
Investment Management Corp of Ontario 0.03% Add +45.8% 21,698 $2.3M
Sterling Capital Management LLC 0.04% Add +4.0% 21,349 $2.3M
Norinchukin Bank, The 0.03% Add +8.9% 21,345 $2.3M
Ellenbecker Investment Group 0.32% Add +6.0% 21,324 $2.2M
GAMMA Investing LLC 0.11% Add +3.4% 21,189 $2.2M
J.W. Cole Advisors, Inc. 0.05% Reduce -22.4% 21,764 $2.2M
AlphaCore Capital LLC 0.05% Add +70.3% 21,005 $2.2M
Colonial Trust Co / SC 0.29% Add +0.1% 20,780 $2.2M
Flputnam Investment Management Co. 0.03% Reduce -2.0% 20,689 $2.2M
Stonebridge Financial Group, LLC 0.19% Add +3.5% 20,569 $2.2M
Journey Retirement Planning & Investment Management LLC 0.44% — 20,472 $2.2M
Occudo Quantitative Strategies LP 0.14% New 20,425 $2.2M
Apollon Financial, LLC 0.31% Add +6.7% 20,409 $2.2M
Janus Henderson Group PLC 0.00% Add +3.3% 20,379 $2.1M
QRG Capital Management, Inc. 0.02% Add +26.2% 20,337 $2.1M
Kentucky Retirement Systems 0.06% No change 20,053 $2.1M
Red Cedar Investment Management, LLC 0.23% No change 20,045 $2.1M
Heritage Family Offices, LLP 0.95% Reduce -9.4% 19,819 $2.1M
Siemens Fonds Invest GmbH 0.11% No change 19,678 $2.1M
Campbell Capital Management Inc. 0.71% Reduce -1.1% 19,790 $2.1M
Great Valley Advisor Group, Inc. 0.04% Add +19.4% 19,779 $2.1M
Spirit of America Management Corp. 0.44% Add +9.7% 19,750 $2.1M
Nordea Investment Management AB 0.00% Add +10.9% 19,409 $2.1M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.7% 19,361 $2.0M
BKM Wealth Management, LLC 0.73% Reduce -0.3% 19,005 $2.0M
Hartford Investment Management Co. 0.06% Reduce -0.4% 18,803 $2.0M
Pathway Financial Advisers, LLC 0.56% Reduce -0.4% 18,341 $1.9M
Clearstead Trust, LLC 0.30% Reduce -3.0% 18,214 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -4.7% 18,164 $1.9M
Caldwell Trust Co 0.17% Reduce -0.6% 18,086 $1.9M
Fox Hill Wealth Management 0.88% Add +6.1% 18,022 $1.9M
Drucker Wealth 3.0, LLC 0.33% Reduce -3.9% 17,884 $1.9M
Dana Investment Advisors, Inc. 0.05% Add +7.6% 17,814 $1.9M
Bridgefront Capital, LLC 0.47% New 17,806 $1.9M
Nicholson Wealth Management Group, LLC 1.10% Add +1.1% 17,751 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -18.4% 17,741 $1.9M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -11.1% 17,662 $1.9M
KCM Investment Advisors LLC 0.06% Reduce -8.1% 17,529 $1.8M
Rodgers Brothers Inc. 0.22% No change 17,374 $1.8M
Ethic Inc. 0.03% Add +3.9% 17,264 $1.8M
Miller Howard Investments Inc. 0.05% Add +7.8% 17,256 $1.8M
Gulf International Bank (UK) Ltd 0.06% No change 17,189 $1.8M
Worldquant Millennium Advisors LLC 0.01% New 17,071 $1.8M
Security National Bank 0.26% Add +78.2% 17,027 $1.8M
Fulcrum Asset Management LLP 0.50% Add +25.9% 16,889 $1.8M
M&T Bank Corp 0.01% Add +20.5% 16,968 $1.8M
Nicolet Bankshares Inc. 0.28% Reduce -13.8% 16,674 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -1.8% 16,600 $1.8M
LVW Advisors, LLC 0.18% Reduce -4.9% 16,591 $1.7M
Legato Capital Management LLC 0.15% No change 16,482 $1.7M
Crossmark Global Holdings, Inc. 0.02% Add +18.3% 16,437 $1.7M
Maryland State Retirement & Pension System 0.04% No change 16,251 $1.7M
Geneos Wealth Management Inc. 0.04% Add +1.6% 16,175 $1.7M
Profund Advisors LLC 0.05% Reduce -4.0% 16,148 $1.7M
Blue Trust, Inc. 0.02% Reduce -7.6% 16,127 $1.7M
Advisors Asset Management, Inc. 0.03% Add +9.1% 15,931 $1.7M
Horizon Investments, LLC 0.02% Add +2.5% 15,930 $1.7M
Smith Group Asset Management, LLC 0.09% Reduce -32.9% 15,740 $1.7M
Mogy Joel R Investment Counsel Inc. 0.09% No change 15,708 $1.7M
Gsa Capital Partners LLP 0.14% Add +377.5% 15,666 $1.7M
Royal London Asset Management Ltd. 0.00% Reduce -6.6% 15,609 $1.6M
Beverly Hills Private Wealth, LLC 0.28% Reduce -10.2% 15,393 $1.6M
Marks Group Wealth Management, Inc 0.15% Add +43.8% 15,287 $1.6M
Magnetar Financial LLC 0.02% Add +423.3% 15,269 $1.6M
Hantz Financial Services, Inc. 0.02% Add +27.8% 15,124 $1.6M
New Mexico Educational Retirement Board 0.05% Add +3.5% 14,953 $1.6M
Tiaa Trust, National Association 0.00% Add +0.7% 14,943 $1.6M
IFP Advisors, Inc 0.04% Add +7.0% 14,866 $1.6M
Harvest Fund Management Co., Ltd 0.06% Add +40.3% 14,294 $1.6M
Curi Capital, LLC 0.03% Reduce -0.2% 14,812 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +11.8% 14,745 $1.6M
ICW Investment Advisors LLC 0.56% Add +1.0% 14,608 $1.5M
Wealth Alliance, LLC 0.15% Reduce -0.5% 14,489 $1.5M
Richard C. Young & CO., LTD. 0.14% Reduce -0.1% 14,397 $1.5M
Matrix Trust Co 0.25% Add +0.7% 14,300 $1.5M
Aviso Financial Inc. 0.06% Add +4.9% 14,089 $1.5M
Summit Trail Advisors, LLC 0.03% Reduce -0.5% 13,992 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -0.3% 13,955 $1.5M
Ameritas Advisory Services, LLC 0.06% Reduce -50.0% 13,951 $1.5M
Fiduciary Alliance LLC 0.10% No change 13,798 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -4.1% 13,635 $1.4M
Stablepoint Partners, LLC 0.22% Add +0.6% 13,558 $1.4M
Farther Finance Advisors, LLC 0.02% Add +25.3% 13,557 $1.4M
Portfolio Design Labs, LLC 0.24% Add +2.5% 13,555 $1.4M
Midland Wealth Advisors, LLC 0.07% No change 13,434 $1.4M
Icon Wealth Advisors, LLC 0.09% Add +26.4% 13,432 $1.4M
MUFG Securities EMEA plc 0.02% Add +116.5% 13,336 $1.4M
Richmond Investment Services, LLC 0.24% Add +13.7% 13,267 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.49% Add +284.4% 13,143 $1.4M
Vise Technologies, Inc. 0.03% Add +13.2% 13,041 $1.4M
Stock Yards Bank & Trust Co. 0.04% Add +3.4% 12,983 $1.4M
Bleakley Financial Group, LLC 0.02% Reduce -1.9% 12,919 $1.4M
Ninepoint Partners LP 0.16% New 12,863 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -95.1% 12,859 $1.4M
Landaas & Co. /Wi 0.30% Add +0.0% 12,808 $1.4M
Twin City Private Wealth, LLC 1.02% Add +13.7% 12,726 $1.3M
Conning Inc. 0.05% Add +0.2% 12,623 $1.3M
Twin Capital Management Inc. 0.16% Reduce -2.0% 12,599 $1.3M
Jane Street Group, LLC 0.00% Reduce -22.4% 12,589 $1.3M
HB Wealth Management, LLC 0.01% Reduce -9.2% 12,576 $1.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +284.3% 12,494 $1.3M
NewEdge Wealth, LLC 0.01% Add +17.6% 12,473 $1.3M
Sigma Planning Corp 0.04% Add +4.6% 12,338 $1.3M
Arkadios Wealth Advisors 0.03% Add +16.8% 12,143 $1.3M
Kampmann Melissa S. 0.95% No change 11,680 $1.3M
Cornell Pochily Investment Advisors, Inc. 0.37% Reduce -0.1% 12,074 $1.3M
Farringdon Capital, Ltd. 0.31% New 12,071 $1.3M
HM Payson & Co. 0.02% Reduce -1.6% 11,807 $1.2M
Picton Mahoney Asset Management 0.01% New 11,802 $1.2M
Welch & Forbes LLC 0.01% Reduce -0.2% 11,728 $1.2M
Enhancing Capital LLC 0.88% No change 11,706 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 11,700 $1.2M
Hummer Financial Advisory Services Inc 0.87% No change 11,622 $1.2M
Wealthspire Advisors, LLC 0.01% Add +23.3% 11,621 $1.2M
Precedent Wealth Partners, LLC 0.26% Add +17.0% 11,614 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +1.4% 11,546 $1.2M
Martingale Asset Management L P 0.03% Add +121.8% 11,483 $1.2M
UNIVEST FINANCIAL Corp 0.06% Reduce -18.7% 11,451 $1.2M
McGlone Suttner Wealth Management, Inc. 0.16% Add +0.3% 11,394 $1.2M
Prospera Financial Services Inc 0.02% Add +16.0% 11,362 $1.2M
Agf Management Ltd. 0.01% Add +0.7% 11,364 $1.2M
Motley Fool Wealth Management, LLC 0.09% Reduce -16.8% 11,283 $1.2M
Coastal Bridge Advisors, LLC 0.09% Add +1.2% 11,251 $1.2M
Citizens Financial Group Inc. 0.02% Reduce -7.7% 11,202 $1.2M
Fulton Bank, N.A. 0.04% Add +5.7% 11,081 $1.2M
Alps Advisors Inc. 0.01% Add +38.3% 11,015 $1.2M
North Dakota State Investment Board 0.04% — 10,951 $1.2M
Chicago Capital, LLC 0.03% Add +94.0% 10,935 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +54.5% 10,920 $1.2M
PFW Advisors LLC 0.35% Reduce -1.0% 10,870 $1.1M
Venture Visionary Partners LLC 0.04% Reduce -0.6% 10,856 $1.1M
NorthRock Partners, LLC 0.02% Reduce -38.0% 10,817 $1.1M
Tounjian Advisory Partners, LLC 0.39% Reduce -2.1% 10,806 $1.1M
Empirical Finance, LLC 0.05% Reduce -4.1% 10,767 $1.1M
South Dakota Investment Council 0.02% Reduce -6.1% 10,766 $1.1M
Summit Financial, LLC 0.02% Add +6.2% 10,721 $1.1M
MSH Capital Advisors LLC 0.24% Add +37.4% 10,697 $1.1M
Legacy Private Trust Co. 0.07% Reduce -9.1% 10,684 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 10,658 $1.1M
Waverly Advisors, LLC 0.01% Add +79.2% 10,638 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -74.6% 10,619 $1.1M
Rowlandmiller & Partners.adv 0.21% No change 10,544 $1.1M
Fiduciary Trust Co 0.01% Reduce -0.6% 10,535 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.3% 10,393 $1.1M
Drake & Associates, LLC 0.21% Add +9.6% 10,214 $1.1M
IAG Wealth Partners, LLC 0.12% Reduce -5.0% 10,147 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +4.1% 10,123 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -10.3% 9,996 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -1.1% 9,979 $1.1M
Choreo, LLC 0.01% Reduce -1.5% 9,904 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Add +0.4% 9,940 $1.0M
Portside Wealth Group, LLC 0.14% Reduce -13.0% 9,873 $1.0M
Parsons Capital Management Inc. 0.06% Reduce -3.8% 9,865 $1.0M
Pollock Investment Advisors, LLC 0.76% No change 9,799 $1.0M
OV Management LLC 0.89% No change 9,742 $1.0M
Norden Group LLC 0.10% Add +0.3% 9,742 $1.0M
Blackhawk Capital Partners, LLC 0.39% Reduce -9.0% 9,730 $1.0M
Wealth Architects, LLC 0.09% Add +0.1% 9,701 $1.0M
Trueblood Wealth Management, LLC 0.40% Reduce -10.5% 9,625 $1.0M
Weiss Asset Management LP 0.02% Reduce -93.7% 9,596 $1.0M
American State Bank (Iowa) 0.49% No change 9,584 $1.0M
Birch Financial Group, LLC 0.57% Add +0.8% 9,539 $1.0M
Bank & Trust Co 0.71% Add +3.1% 9,516 $1.0M
Boothbay Fund Management, LLC 0.03% New 9,506 $1.0M
Meeder Advisory Services, Inc. 0.04% Add +5.6% 9,486 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +7.0% 9,465 $998K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +6.5% 9,246 $975K
Hendershot Investments Inc. 0.12% No change 9,218 $972K
Valmark Advisers, Inc. 0.01% Reduce -0.8% 9,103 $960K
Charter Capital Management, LLC\DE 0.49% No change 9,043 $954K
Panagora Asset Management Inc. 0.00% Reduce -84.5% 9,014 $951K
Plus Group Wealth Advisors LLC 1.05% — 8,942 $943K
Caprock Group, LLC 0.02% Add +35.6% 8,908 $940K
Buckley Wealth Management, LLC 0.25% Add +34.6% 8,901 $939K
Heck Capital Advisors, LLC 0.07% New 8,896 $938K
Securian Asset Management, Inc. 0.04% Reduce -43.1% 8,823 $930K
Voya Financial Advisors, Inc. 0.09% Reduce -0.5% 8,794 $930K
Mufg Securities Americas Inc. 0.06% Add +1.0% 8,764 $924K
Schmidt P J Investment Management Inc. 0.15% Reduce -10.3% 8,748 $923K
Chelsea Counsel Co. 0.39% No change 8,672 $915K
Patriot Financial Group Insurance Agency, LLC 0.11% Add +6.2% 8,659 $913K
Clearstead Advisors, LLC 0.01% Add +34.6% 8,620 $909K
Callan Family Office, LLC 0.02% Add +28.3% 8,590 $906K
MAI Capital Management 0.01% Add +23.5% 8,548 $901K
Vantage Financial Partners, LLC 0.18% Add +0.6% 8,538 $900K
Simplex Trading, LLC 0.03% Reduce -51.0% 8,535 $900K
Equitable Holdings, Inc. 0.01% Reduce -1.0% 8,518 $898K
IHT Wealth Management, LLC 0.02% Reduce -25.9% 8,389 $888K
Montag A & Associates Inc. 0.04% Reduce -6.5% 8,414 $887K
Kentucky Retirement Systems Insurance Trust Fund 0.06% No change 8,405 $886K
Private Harbour Investment Management & Counsel, LLC 0.93% Reduce -0.1% 8,390 $885K
Snowden Capital Advisors LLC 0.02% Add +4.8% 8,354 $881K
Commerzbank Aktiengesellschaft 0.02% Add +204.5% 8,311 $876K
Intrua Financial, LLC 0.10% Add +4.1% 8,285 $874K
Exchange Traded Concepts, LLC 0.01% Reduce -3.6% 8,229 $868K
Westpac Banking Corp. 0.05% Reduce -3.7% 8,202 $865K
Searle & Co. 0.22% No change 8,200 $865K
PFG Investments, LLC 0.04% Add +0.3% 8,190 $864K
Obermeyer Wealth Partners 0.04% Add +0.1% 8,179 $863K
Burling Wealth Partners, LLC 0.13% Reduce -10.3% 8,062 $850K
Laird Norton Wetherby Trust Company, LLC 0.02% New 8,050 $849K
FineMark National Bank & Trust 0.03% Reduce -20.1% 8,048 $849K
Modern Wealth Management, LLC 0.02% Add +9.4% 8,040 $848K
Sound View Wealth Advisors Group, LLC 0.06% Add +1.5% 8,008 $845K
Susquehanna Fundamental Investments, LLC 0.03% No change 7,987 $842K
Sierra Summit Advisors LLC 0.13% Add +2.4% 7,975 $841K
Carnegie Investment Counsel 0.02% Reduce -9.2% 7,970 $841K
Aristotle Atlantic Partners, LLC 0.04% No change 7,941 $837K
Compound Planning, Inc. 0.02% Add +36.1% 7,888 $832K
Wesbanco Bank Inc. 0.02% Reduce -12.8% 7,848 $828K
OneDigital Investment Advisors LLC 0.01% Add +0.4% 7,817 $824K
Revisor Wealth Management LLC 0.22% Add +89.1% 7,672 $824K
Midwest Trust Co 0.01% Add +11.6% 7,773 $820K
Winch Advisory Services, LLC 0.18% Add +0.8% 7,746 $817K
Triangle Securities Wealth Management 0.17% Reduce -0.6% 7,735 $816K
DF Dent & Co. Inc. 0.01% Add +10.8% 7,732 $815K
First United Bank & Trust 0.26% Add +18.6% 7,705 $813K
Turning Point Benefit Group, Inc. 0.42% Add +13.6% 7,646 $806K
Avantax Planning Partners, Inc. 0.02% Add +1.0% 7,616 $803K
Beaton Management Co. Inc. 0.35% No change 7,584 $800K
Clifford Swan Investment Counsel LLC 0.03% No change 7,554 $797K
Romano Brothers and Company 0.09% Reduce -8.0% 7,549 $796K
Venturi Wealth Management, LLC 0.04% Reduce -1.3% 7,549 $796K
United Capital Financial Advisors, LLC 0.00% Reduce -1.3% 7,520 $793K
CHICAGO TRUST Co NA 0.12% Reduce -1.5% 7,503 $791K
Tidal Investments LLC 0.00% Add +101.2% 7,454 $786K
Canada Post Corp Registered Pension Plan 0.03% Add +29.8% 7,452 $786K
Raleigh Capital Management Inc. 0.28% Add +4.3% 7,391 $779K
Waterway Wealth Management, LLC 0.18% New 7,375 $778K
Greenleaf Trust 0.01% Add +3.8% 7,352 $775K
Investment House LLC 0.04% No change 7,300 $770K
North Star Investment Management Corp. 0.05% Add +0.4% 7,289 $769K
Bradley Foster & Sargent Inc. 0.01% Add +13.2% 7,235 $763K
EP Wealth Advisors, LLC 0.00% — 7,165 $756K
Integrated Advisors Network LLC 0.03% Add +1.9% 7,165 $756K
Regal Investment Advisors LLC 0.04% Add +6.6% 7,045 $743K
Steph & Co. 0.21% No change 7,023 $741K
Altshuler Shaham Ltd 0.01% Add +8.4% 6,993 $737K
Harbour Investment Management LLC 0.39% Reduce -29.6% 6,930 $731K
Arax Advisory Partners 0.02% Reduce -13.3% 6,865 $724K
Stonebridge Capital Advisors LLC 0.05% Add +1.4% 6,808 $718K
Hartford Funds Management Co LLC 0.06% Add +46.8% 6,723 $709K
Legacy Wealth Managment, LLC 0.34% Add +10695.2% 6,693 $706K
Tyche Wealth Partners LLC 0.11% Add +273.4% 6,654 $702K
Aptus Capital Advisors, LLC 0.01% Add +0.9% 6,644 $701K
Trust Co. of Toledo NA 0.07% No change 6,504 $686K
Ti-Trust, Inc. 0.42% No change 6,430 $678K
Syon Capital LLC 0.03% Add +26.6% 6,405 $675K
HBK Sorce Advisory LLC 0.02% Add +9.0% 6,057 $675K
UMB Bank, n.a. 0.01% Add +75.1% 6,390 $674K
Journey Strategic Wealth LLC 0.02% Add +0.7% 6,352 $670K
North Star Asset Management Inc. 0.03% Reduce -0.5% 6,349 $670K
Bridges Investment Management Inc. 0.01% Reduce -0.4% 6,337 $668K
Rehmann Capital Advisory Group 0.03% Reduce -9.2% 6,268 $662K
Advisors Management Group Inc. 0.12% Add +38.0% 6,250 $659K
Cerro Pacific Wealth Advisors LLC 0.18% Add +1.7% 6,226 $657K
Diversified Trust Co. 0.01% Add +7.2% 6,154 $649K
Aaron Wealth Advisors LLC 0.04% Add +28.8% 6,082 $641K
Rwa Wealth Partners, LLC 0.01% No change 6,063 $639K
Dakota Wealth Management 0.01% Add +8.5% 6,040 $637K
Elevated Capital Advisors, LLC 0.15% Add +3.2% 6,002 $633K
Signaturefd, LLC 0.01% Reduce -2.0% 5,973 $630K
Focus Financial Network, Inc. 0.02% Add +0.9% 5,965 $629K
Ballentine Partners, LLC 0.01% Add +0.0% 5,933 $626K
Evolve Private Wealth, LLC 0.04% — 5,913 $624K
Verdence Capital Advisors LLC 0.04% Add +1.0% 5,886 $621K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% — 5,884 $621K
Stephens Inc. 0.01% Add +14.7% 5,854 $617K
Blossom Wealth Management 1.02% Reduce -9.3% 5,839 $616K
Private Trust Co. NA 0.05% Reduce -0.9% 5,836 $615K
TBH Global Asset Management, LLC 0.10% Reduce -1.6% 5,821 $614K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.9% 5,805 $612K
Illinois Municipal Retirement Fund 0.01% Reduce -3.3% 5,805 $612K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.0% 5,760 $607K
Kesler, Norman & Wride, LLC 0.10% Reduce -16.9% 5,749 $606K
Brooklyn Investment Group 0.03% Add +56.5% 5,717 $604K
CENTRAL TRUST Co 0.01% Add +0.2% 5,675 $598K
Daymark Wealth Partners, LLC 0.02% Reduce -2.1% 5,664 $597K
CWS Financial Advisors, LLC 0.16% Add +34.7% 5,651 $596K
City State Bank 0.16% Add +1.4% 5,592 $590K
Tower Research Capital LLC (TRC) 0.01% Reduce -26.7% 5,571 $588K
Danske Bank A/S 0.00% Add +5.7% 5,559 $586K
VeraBank, N.A. 0.11% Reduce -10.7% 5,556 $586K
Moors & Cabot, Inc. 0.03% Add +0.6% 5,542 $584K
Coldstream Capital Management Inc. 0.01% Reduce -2.8% 5,495 $580K
R Squared Ltd 0.27% New 5,426 $572K
Resources Management Corp. /CT/ 0.07% No change 5,409 $570K
Eastern Bank 0.01% Reduce -20.1% 5,404 $570K
ProVise Management Group, LLC 0.04% Add +5.3% 5,401 $570K
Trivium Point Advisory, LLC 0.06% Reduce -5.1% 5,379 $567K
Aquatic Capital Management LLC 0.02% New 5,369 $566K
Peapack Gladstone Financial Corp. 0.01% Reduce -4.6% 5,366 $566K
Paragon Private Wealth Management, LLC 0.17% Reduce -1.0% 5,364 $566K
Hutner Capital Management Inc. 0.24% Reduce -1.3% 5,356 $565K
Thrive Wealth Management, LLC 0.08% Add +1.4% 5,348 $564K
Kingdom Financial Group LLC. 0.17% New 5,341 $563K
Dynamic Technology Lab Private Ltd 0.13% New 5,334 $563K
Blueshift Asset Management, LLC 0.16% Add +147.1% 5,330 $562K
Diversify Advisory Services, LLC 0.02% Reduce -25.7% 5,176 $562K
MPS Loria Financial Planners, LLC 0.14% Reduce -5.2% 5,326 $562K
Wexford Capital LP 0.14% New 5,315 $561K
Dougherty & Associates, LLC 0.50% — 5,252 $554K
Aviva PLC 0.00% Reduce -5.3% 5,246 $553K
Gradient Investments LLC 0.01% Reduce -16.2% 5,233 $552K
Centennial Wealth Advisory LLC 0.15% Add +2.9% 5,226 $551K
SYM FINANCIAL Corp 0.06% Reduce -2.9% 5,225 $551K
Tema ETFs LLC 0.04% Reduce -0.2% 5,201 $548K
Advisors Capital Management, LLC 0.01% Add +2.7% 5,185 $547K
Loudon Investment Management, LLC 0.29% Reduce -5.5% 5,180 $546K
Tsfg, LLC 0.08% Add +0.7% 5,132 $541K
LMR Partners LLP 0.01% Reduce -62.0% 5,118 $540K
Ransom Advisory, Ltd 0.21% Add +1.1% 5,105 $538K
Elevation Point Wealth Partners, LLC 0.03% Reduce -3.3% 5,060 $534K
Heartland Bank & Trust Co 0.23% Reduce -1.4% 5,039 $531K
Csenge Advisory Group 0.02% Reduce -24.8% 4,998 $527K
Financial Advisors Network, Inc. 0.07% Add +2.6% 4,997 $527K
Faithward Advisors, LLC 0.08% Add +0.4% 4,965 $524K
TCW Group Inc. 0.00% New 4,940 $521K
Partnership Wealth Management, LLC 0.37% No change 4,900 $517K
Moisand Fitzgerald Tamayo, LLC 0.06% Reduce -2.8% 4,893 $516K
MGB Wealth Management, LLC 0.15% Reduce -10.3% 4,872 $514K
Segment Wealth Management, LLC 0.03% Add +2.3% 4,871 $514K
Financial Advisory Partners, LLC 0.14% Add +2.5% 4,861 $513K
Alpha Cubed Investments, LLC 0.02% Add +0.8% 4,860 $513K
Colter Lewis Investment Partners LLC 0.59% — 4,846 $511K
Mill Capital Management, LLC 0.04% No change 4,824 $509K
Spectrum Investment Advisors, Inc. 0.25% New 4,810 $507K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +19.8% 4,767 $503K
West Paces Advisors Inc. 0.10% Add +13.3% 4,715 $497K
Smith, Moore & Co. 0.04% Reduce -0.6% 4,703 $496K
PAX Financial Group, LLC 0.09% Reduce -23.7% 4,692 $495K
Brown Miller Wealth Management, LLC 0.14% Reduce -5.3% 4,690 $495K
CreativeOne Wealth, LLC 0.01% Reduce -13.9% 4,689 $495K
Axxcess Wealth Management, LLC 0.01% Add +1.5% 4,680 $494K
Skba Capital Management LLC 0.07% Reduce -0.3% 4,665 $492K
Florida Trust Wealth Management Co 0.01% Add +11.5% 4,622 $487K
Mission Wealth Management, LP 0.01% Add +9.3% 4,601 $485K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -7.4% 4,596 $485K
Haverford Trust Co 0.00% Add +0.4% 4,594 $484K
Simplicity Wealth,LLC 0.03% Reduce -6.3% 4,579 $483K
Cibc World Market Inc. 0.00% New 4,577 $483K
Chesley Taft & Associates LLC 0.02% Add +0.2% 4,570 $482K
Monument Capital Management 0.12% No change 4,525 $477K
Hudock, Inc. 0.07% No change 4,513 $476K
Carl P. Sherr & Co., LLC 0.21% No change 4,293 $475K
Fifth Third Wealth Advisors LLC 0.02% Reduce -0.4% 4,505 $475K
Quantum Portfolio Management LLC 0.21% Reduce -22.2% 4,462 $471K
Oarsman Capital, Inc. 0.06% Reduce -7.4% 4,451 $469K
Marshall Investment Management, LLC 0.24% Add +0.8% 4,444 $469K
Parallel Advisors, LLC 0.01% Reduce -6.4% 4,434 $468K
Redmond Asset Management, LLC 0.12% Reduce -4.3% 4,400 $464K
Forum Financial Management, LP 0.01% Reduce -24.1% 4,395 $463K
Colonial Trust Advisors 0.03% No change 4,372 $461K
Sage Mountain Advisors LLC 0.02% Reduce -50.5% 4,369 $461K
Crewe Advisors LLC 0.04% Add +0.7% 4,350 $459K
Banque Cantonale Vaudoise 0.02% Add +58.3% 4,341 $457K
Quarry LP 0.08% New 4,330 $457K
WoodTrust Financial Corp 0.05% No change 4,321 $456K
Tarbox Family Office, Inc. 0.07% Reduce -0.2% 4,259 $449K
Kera Capital Partners, Inc. 0.05% Add +72.3% 4,025 $445K
Old Second National Bank of Aurora 0.09% Add +0.6% 4,196 $443K
EverSource Wealth Advisors, LLC 0.02% Add +48.2% 4,173 $440K
Robertson Stephens Wealth Management, LLC 0.01% Add +25.8% 4,149 $438K
Fourpath Capital Management, LLC 0.06% Reduce -3.6% 4,136 $436K
Guardian Capital, LLC 0.39% — 4,124 $435K
Cary Street Partners Investment Advisory LLC 0.12% Add +2.0% 4,099 $432K
Kovack Advisors, Inc. 0.02% Add +44.5% 4,088 $431K
Bullock Wealth Management Group 0.21% — 4,076 $430K
AlphaStar Capital Management, LLC 0.03% Reduce -30.2% 4,058 $428K
Bayban 0.38% — 4,056 $428K
Portman Square Capital LLP 0.41% New 4,054 $428K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +0.6% 4,052 $427K
Praxis Investment Management Inc. 0.03% No change 4,050 $427K
Certior Financial Group, LLC 0.29% Add +8.3% 4,043 $426K
Contravisory Investment Management, Inc. 0.08% Reduce -4.0% 4,040 $426K
V-Square Quantitative Management LLC 0.04% New 4,027 $425K
Alongside, LLC 0.14% — 4,012 $423K
Carret Asset Management, LLC 0.04% No change 4,000 $422K
Zhang Financial LLC 0.02% No change 3,996 $421K
Marble Harbor Investment Counsel, LLC 0.04% No change 3,982 $420K
Vontobel Holding Ltd. 0.00% No change 3,982 $420K
Bruce & Co., Inc. 0.13% No change 3,945 $416K
Cynosure Group, LLC 0.04% New 3,898 $411K
BankChampaign, National Association 0.40% — 3,889 $410K
Braeburn Wealth Management LLC 0.21% — 3,871 $408K
International Private Wealth Advisors LLC 0.26% Add +46.5% 3,866 $408K
SageView Advisory Group, LLC 0.01% Reduce -8.9% 3,862 $407K
West Family Investments, Inc. 0.10% Reduce -9.6% 3,844 $405K
Fortis Group Advisors, LLC 0.07% No change 3,805 $401K
Appleton Partners Inc. 0.03% No change 3,806 $401K
First Bank & Trust 0.07% Add +20.4% 3,800 $401K
Signet Private Wealth LLC 0.38% — 3,793 $400K
Smithfield Trust Co 0.02% No change 3,806 $400K
Brandywine Oak Private Wealth LLC 0.03% No change 3,791 $400K
McDonough Capital Management, Inc 0.20% Reduce -15.3% 3,788 $399K
Impact Partnership Wealth, LLC 0.05% New 3,770 $398K
Phillips Wealth Planners LLC 0.32% Add +8.0% 3,617 $396K
Hanson & Doremus Investment Management 0.05% Reduce -0.7% 3,742 $395K
Insight Wealth Strategies, LLC 0.05% Add +0.7% 3,744 $395K
Glenview Trust Co 0.01% Add +36.1% 3,723 $393K
ZWJ Investment Counsel Inc. 0.01% No change 3,719 $392K
AdvisorNet Financial, Inc 0.02% Add +1.3% 3,708 $391K
WealthTrust Axiom LLC 0.10% No change 3,666 $387K
Zacks Investment Management 0.00% Add +12.2% 3,666 $387K
Sowell Financial Services LLC 0.01% Add +7.8% 3,661 $386K
AlphaGrep UK Ltd 0.13% — 3,660 $386K
Duncker Streett & Co. Inc. 0.07% Reduce -0.3% 3,658 $386K
Capital Advisors Inc. 0.01% No change 3,628 $383K
Perigon Wealth Management, LLC 0.01% Reduce -3.9% 3,623 $382K
Dynamic Advisor Solutions LLC 0.01% Reduce -27.4% 3,614 $381K
Integrity Alliance, Llc. 0.01% Add +25.2% 3,605 $380K
Nilsine Partners, LLC 0.03% Add +1.4% 3,583 $378K
Moneta Group Investment Advisors LLC 0.00% Reduce -21.7% 3,579 $377K
OpenArc Corporate Advisory, LLC 0.01% — 3,576 $377K
Meritage Portfolio Management 0.03% Reduce -3.0% 3,573 $377K
Indivisible Partners 0.04% — 3,547 $374K
Livet Wealth, LLC 0.23% — 3,526 $372K
Cornerstone Enterprises, LLC 0.18% New 3,524 $372K
Stonehaven Wealth & Tax Solutions, LLC 0.33% No change 3,501 $369K
Wealthquest Corp 0.03% New 3,482 $367K
Reynders McVeigh Capital Management, LLC 0.02% Add +0.1% 3,458 $365K
F/m Investments LLC 0.01% No change 3,461 $365K
Candriam S.C.A. 0.00% New 3,456 $364K
Greenfield Savings Bank 0.15% Reduce -12.7% 3,452 $364K
Wedmont Private Capital 0.01% Reduce -7.2% 3,460 $363K
CWA Asset Management Group, LLC 0.01% Add +1.1% 3,435 $362K
Aprio Wealth Management, LLC 0.02% Add +50.8% 3,428 $362K
Strategy Asset Managers LLC 0.06% Add +1.0% 3,424 $361K
Ascentis Independent Advisors 0.06% Reduce -8.8% 3,401 $359K
Nvest Financial, LLC 0.15% Reduce -0.8% 3,398 $358K
Diversified Enterprises, LLC 0.02% Add +84.6% 3,384 $357K
Maple Capital Management, Inc. 0.02% New 3,367 $355K
Qtron Investments LLC 0.05% Reduce -52.2% 3,354 $354K
Ariston Services Group 0.21% Add +39.6% 3,351 $353K
Brown Brothers Harriman & Co. 0.00% Add +3.3% 3,347 $353K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -38.5% 3,339 $352K
Aegis Wealth Management LLC 0.20% Reduce -5.1% 3,321 $350K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -6.3% 3,278 $346K
AssuredPartners Investment Advisors, LLC 0.05% Add +28.0% 3,277 $346K
Sterling Investment Advisors LLC 0.17% No change 3,262 $344K
Hibernia Wealth Partners, LLC 0.10% New 3,261 $344K
McCarter Private Wealth Services LLC 0.15% Add +17.7% 3,246 $342K
SkyOak Wealth, LLC 0.06% No change 3,244 $342K
GTS Securities LLC 0.01% Reduce -53.3% 3,242 $342K
Chesapeake Asset Management LLC 0.28% Add +28.1% 3,230 $341K
Smartleaf Asset Management LLC 0.01% Add +11.0% 3,192 $339K
PUREfi Wealth, LLC 0.26% Add +35.0% 3,209 $338K
Avestar Capital, LLC 0.02% Add +57.9% 3,203 $338K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.00% New 3,200 $337K
Avaii Wealth Management, LLC 0.12% Add +0.6% 3,199 $337K
Mirabella Financial Services LLP 0.03% New 3,184 $336K
Cypress Wealth Services, LLC 0.05% Add +5.7% 3,167 $334K
Cigna Investments Inc. 0.05% No change 3,135 $331K
Engineers Gate Manager LP 0.00% New 3,131 $330K
True Vision MN LLC 0.17% Add +0.8% 3,126 $330K
Arbor Trust Wealth Advisors, LLC 0.14% New 3,120 $329K
Western Wealth Management, LLC 0.02% Reduce -2.5% 3,120 $329K
Jacobi Capital Management LLC 0.02% Add +2.1% 3,114 $328K
Financial Engines Advisors L.L.C. 0.00% New 3,110 $328K
Inspire Investing, LLC 0.03% Add +15.4% 3,108 $328K
GeoWealth Management, LLC 0.01% Reduce -10.2% 3,097 $327K
Rexford Capital Inc. 0.25% No change 3,086 $325K
Roberts Financial Services LLC 0.10% No change 3,059 $323K
Frank, Rimerman Advisors LLC 0.02% Reduce -15.6% 3,055 $322K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -3.6% 3,038 $320K
1ST Source Bank 0.02% No change 3,021 $319K
Chicago Partners Investment Group LLC 0.01% Add +40.8% 2,914 $318K
Dahring | Cusmano LLC 0.22% Add +0.8% 3,006 $317K
LS Investment Advisors, LLC 0.04% Reduce -33.1% 3,000 $316K
Gateway Wealth Partners, LLC 0.04% Add +15.7% 3,000 $316K
Patrick M Sweeney & Associates, Inc. 0.20% Add +6.0% 2,994 $316K
Independent Financial Group, LLC 0.01% Reduce -11.5% 2,991 $315K
Walkner Condon Financial Advisors LLC 0.04% Add +1.4% 2,984 $315K
Bank of Stockton 0.09% No change 2,982 $314K
Graybill Wealth Management, LTD. 0.09% No change 2,981 $314K
Bingham Private Wealth, LLC 0.27% — 2,969 $313K
Defined Wealth Management, LLC 0.18% Add +55.8% 2,968 $313K
Clarius Group, LLC 0.02% Add +0.8% 2,961 $312K
Gibbs Wealth Management 0.08% Reduce -8.0% 2,983 $312K
Moment Partners, LLC 0.06% Reduce -18.9% 2,959 $312K
Wealth Enhancement Trust Services, Inc. 0.04% — 2,950 $311K
Cary Street Partners Financial LLC 0.01% Reduce -13.8% 2,942 $310K
Compass Financial Group, INC 0.04% No change 2,938 $310K
Gryphon Financial Partners LLC 0.03% Add +14.6% 2,938 $310K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,931 $309K
DSG Capital Advisors, LLC 0.05% No change 2,827 $306K
Beacon Investment Advisors LLC 0.12% Add +0.2% 2,898 $306K
Courier Capital LLC 0.02% No change 2,898 $306K
Principle Wealth Partners LLC 0.02% No change 2,895 $305K
Barr E S & Co. 0.02% New 2,894 $305K
HRT Financial LP 0.00% New 2,890 $304K
Buska Wealth Management, LLC 0.11% No change 2,868 $302K
71 West Capital Partners 0.01% — 2,843 $300K
truNorth Financial Services, Inc. 0.33% — 2,842 $300K
Capital Asset Advisory Services LLC 0.01% Add +2.1% 2,825 $299K
Summit Asset Management, LLC 0.04% No change 2,835 $299K
StoneX Group Inc. 0.01% Add +60.4% 2,830 $298K
Gladstone Institutional Advisory LLC 0.01% Reduce -9.8% 2,827 $298K
FSM Wealth Advisors, LLC 0.04% Add +1.8% 2,826 $298K
Integrated Wealth Concepts LLC 0.00% Reduce -86.7% 2,820 $297K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -8.0% 2,814 $297K
Quadrant Capital Group LLC 0.01% Add +0.9% 2,812 $297K
Master's Wealth Management Inc. 0.11% Add +8.5% 2,811 $296K
Expressive Wealth LLC 0.32% — 2,794 $295K
MBE Wealth Management, LLC 0.12% No change 2,793 $295K
Lodestone Wealth Management LLC 0.12% No change 2,787 $294K
D L Carlson Investment Group Inc. 0.05% Reduce -3.6% 2,776 $293K
Norris Perne & French LLP 0.02% No change 2,771 $292K
Alhambra Investment Management LLC 0.14% No change 2,768 $292K
Fidelis Capital Partners, LLC 0.02% Reduce -0.3% 2,757 $291K
Mach-1 Financial Group, LLC 0.06% New 2,746 $290K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $289K
Essex Financial Services, Inc. 0.02% Add +37.0% 2,736 $289K
Busey Bank 0.01% Add +9.2% 2,730 $288K
Savvy Advisors, Inc. 0.01% Add +10.7% 2,716 $286K
Successful Portfolios LLC 0.15% Reduce -0.6% 2,732 $286K
Independent Wealth Network Inc. 0.09% Add +5.1% 2,697 $284K
Live Oak Private Wealth LLC 0.04% No change 2,692 $284K
Parkside Financial Bank & Trust 0.02% Add +2.3% 2,691 $284K
Ausdal Financial Partners, Inc. 0.01% Reduce -2.3% 2,683 $283K
Premier Path Wealth Partners, LLC 0.04% Reduce -23.3% 2,678 $282K
New Age Alpha Advisors, LLC 0.01% Add +9.1% 2,677 $282K
MQS Management LLC 0.17% New 2,676 $282K
Wealthcare Advisory Partners LLC 0.01% Reduce -10.8% 2,667 $281K
XTX Topco Ltd 0.01% Reduce -71.8% 2,660 $281K
Ironwood Investment Counsel, LLC 0.04% No change 2,654 $280K
Connecticut Capital Management Group, LLC 0.27% — 2,636 $278K
Bowman & Co S.C. 0.12% Add +0.4% 2,635 $278K
Mather Group, Llc. 0.00% Add +7.2% 2,635 $278K
Bailard, Inc. 0.01% Reduce -0.3% 2,632 $278K
Astoria Portfolio Advisors LLC. 0.06% Add +28.7% 2,391 $277K
CFS Investment Advisory Services, LLC 0.02% Add +4.7% 2,613 $276K
MTM Investment Management, LLC 0.09% Reduce -0.6% 2,610 $275K
Advyzon Investment Management, LLC 0.03% New 2,609 $275K
Hurlow Wealth Management Group, Inc. 0.07% Reduce -6.6% 2,608 $275K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,605 $275K
Capital Investment Services of America, Inc. 0.03% No change 2,586 $273K
Pinnacle West Asset Management, Inc. 0.18% No change 2,580 $272K
John G Ullman & Associates Inc. 0.04% Add +4.1% 2,566 $271K
Continuum Advisory, LLC 0.03% Add +1.2% 2,559 $270K
Oxbow Advisors, LLC 0.02% No change 2,553 $269K
Atticus Wealth Management, LLC 0.07% Add +0.8% 2,541 $268K
Keystone Financial Group 0.02% Reduce -20.3% 2,525 $266K
Providence Wealth Advisors, LLC 0.17% Add +0.3% 2,547 $266K
Ieq Capital, LLC 0.00% Add +10.2% 2,512 $265K
JGP Wealth Management, LLC 0.03% Reduce -4.2% 2,509 $265K
International Assets Investment Management, LLC 0.02% New 2,506 $264K
OneAscent Financial Services LLC 0.02% New 2,500 $264K
Titleist Asset Management, LLC 0.02% Add +0.2% 2,497 $263K
Howard Capital Management, LLC 0.00% Add +21.0% 2,490 $263K
Walsh & Associates, LLC 0.26% — 2,484 $262K
Integris Wealth Management, LLC 0.06% No change 2,477 $261K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% No change 2,465 $260K
Weaver Capital Management LLC 0.06% Reduce -0.7% 2,465 $260K
Midwest Professional Planners, LTD. 0.06% No change 2,457 $259K
Code Waechter LLC 0.17% Reduce -0.7% 2,456 $259K
Blue Chip Partners, LLC 0.02% Reduce -6.4% 2,455 $259K
First Foundation Advisors 0.01% Reduce -9.1% 2,453 $259K
Checchi Capital Advisers, LLC 0.02% Reduce -8.3% 2,449 $258K
Argent Trust Co 0.01% Add +1.4% 2,437 $257K
Keystone Financial Group, Inc. 0.13% Reduce -5.4% 2,414 $255K
Charles Schwab Trust Co 0.02% New 2,407 $254K
Dala Group, LLC 0.22% — 2,398 $253K
Roman Butler Fullerton & Co. 0.07% No change 2,310 $253K
Cambria Investment Management, L.P. 0.01% Add +16.8% 2,395 $253K
Liberty Wealth Management LLC 0.03% Add +0.6% 2,385 $252K
Drive Wealth Management, LLC 0.05% Reduce -2.3% 2,385 $251K
Planning Center, Inc. 0.03% No change 2,382 $251K
Trust Point Inc. 0.02% Reduce -5.4% 2,382 $251K
Trustmark Bank Trust Department 0.02% No change 2,381 $251K
Navera Investment Management Ltd. 0.01% No change 2,380 $251K
Optimize Financial Inc. 0.13% Add +1.4% 2,374 $250K
Baker Ellis Asset Management LLC 0.03% No change 2,372 $250K
Hilltop Partners LLC 0.06% Reduce -0.8% 2,370 $250K
Tower Wealth Partners, Inc. 0.14% Add +1.0% 2,362 $249K
Choate Investment Advisors 0.00% No change 2,347 $248K
Spirepoint Private Client, LLC 0.02% Add +0.3% 2,339 $247K
GuidedMoney, LLC 0.13% — 2,332 $246K
Pure Financial Advisors, LLC 0.00% Add +3.9% 2,319 $245K
Atlantic Union Bankshares Corp 0.00% Reduce -1.7% 2,318 $244K
LCNB Corp. 0.08% No change 2,318 $244K
Alliance Wealth Advisors, LLC 0.12% Add +2.8% 2,307 $243K
Asset One Wealth Management LLC 0.03% — 2,214 $243K
Petersen Hastings Wealth Advisors Inc. 0.02% — 2,282 $241K
Sound Income Strategies, LLC 0.01% Add +17.1% 2,215 $241K
Isthmus Partners, LLC 0.03% Reduce -22.8% 2,260 $238K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -0.5% 2,245 $237K
Cullen/Frost Bankers, Inc. 0.00% Add +39.7% 2,237 $236K
Pinnacle Financial Partners, Inc. 0.00% — 2,224 $235K
Mowery & Schoenfeld Wealth Management, LLC 0.34% Add +4.2% 2,223 $234K
Tocqueville Asset Management L.P. 0.00% Reduce -1.1% 2,210 $233K
Park Place Capital Corp 0.05% Add +2.7% 2,209 $233K
RDA Financial Network 0.06% Add +8.6% 2,202 $232K
Perkins Coie Trust Co 0.04% No change 2,202 $232K
Meadowbrook Advisors Group, LLC 0.13% — 2,200 $232K
CFM Wealth Partners LLC 0.03% No change 2,197 $232K
Cozad Asset Management Inc. 0.02% No change 2,194 $231K
Second Line Capital, LLC 0.05% No change 2,187 $231K
WealthShield Partners, LLC 0.03% No change 2,179 $230K
Longboard Asset Management, LP 1.46% No change 2,177 $230K
Sunpointe, LLC 0.08% New 2,175 $229K
Fisher Asset Management 0.00% Add +7.7% 2,172 $229K
CX Institutional 0.01% Add +20.4% 2,168 $229K
Hager Investment Management Services, LLC 0.12% No change 2,170 $229K
Old North State Wealth Management, LLC 0.11% Reduce -15.8% 2,163 $228K
Inspirion Wealth Advisors, LLC 0.03% Reduce -55.5% 2,165 $228K
Howe & Rusling Inc. 0.02% Reduce -0.1% 2,161 $228K
Marble Wealth, LLC 0.03% — 2,160 $228K
Liberty Capital Management, Inc. 0.04% Reduce -18.9% 2,149 $227K
Blake Schutter Theil Wealth Advisors, LLC 0.19% Reduce -0.5% 2,141 $226K
Balefire, LLC 0.04% Reduce -14.8% 2,128 $224K
AMG National Trust Bank 0.01% Add +0.3% 2,125 $224K
KOM Wealth Management Group, LLC 0.16% Add +1.9% 2,120 $224K
Aster Capital Management (DIFC) Ltd 0.10% Reduce -30.2% 2,112 $223K
Connecticut Wealth Management, LLC 0.01% Add +0.7% 2,107 $222K
Essex Bank 0.05% Reduce -7.1% 2,092 $221K
Greenwich Wealth Management LLC 0.01% New 2,090 $220K
U.S. Capital Wealth Advisors, LLC 0.01% New 2,081 $219K
Empower Advisory Group, LLC 0.00% New 2,079 $219K
Neville Rodie & Shaw Inc. 0.02% No change 2,078 $219K
Perennial Investment Advisors, LLC 0.02% Add +6.1% 2,075 $219K
SVB Wealth LLC 0.01% Reduce -3.6% 2,073 $219K
Equitable Trust Co. 0.01% No change 2,061 $217K
Great Lakes Advisors, LLC 0.00% Reduce -6.1% 2,058 $217K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 2,052 $216K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -5.7% 2,050 $216K
Capital Investment Advisors, LLC 0.00% Add +6.5% 2,046 $216K
Plotkin Financial Advisors, LLC 0.11% No change 2,042 $215K
KilterHowling LLC 0.11% Add +0.9% 2,037 $215K
Inscription Capital, LLC 0.02% Add +4.7% 2,036 $215K
COFG Advisors, LLC 0.05% — 2,026 $214K
High Falls Advisors, Inc 0.04% Add +0.6% 2,022 $213K
Concorde Asset Management, LLC 0.09% New 2,021 $213K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% Reduce -61.9% 2,016 $213K
Valeo Financial Advisors, LLC 0.00% New 2,015 $213K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% Reduce -13.0% 2,000 $211K
Tompkins Financial Corp. 0.02% No change 2,000 $211K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -45.0% 1,997 $211K
ShankerValleau Wealth Advisors, Inc. 0.06% No change 1,993 $210K
Plancorp, LLC 0.01% Reduce -52.6% 1,975 $208K
Everpar Advisors LLC 0.08% Reduce -3.1% 1,967 $207K
Avidian Wealth Enterprises, LLC 0.01% Reduce -0.5% 1,965 $207K
Community Bank & Trust, Waco, Texas 0.04% Add +5.1% 1,964 $207K
OneAscent Investment Solutions LLC 0.22% New 1,954 $206K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,952 $206K
Frec Markets, Inc. 0.06% — 1,948 $205K
Optas, LLC 0.03% New 1,944 $205K
Crestwood Advisors Group, LLC 0.00% New 1,942 $205K
Addison Advisors LLC 0.05% No change 1,941 $205K
Dividend Assets Capital, LLC 0.04% No change 1,936 $204K
Gladwyn Financial Advisors, Inc. 0.14% Add +14.9% 1,929 $203K
Advisor OS, LLC 0.02% Reduce -41.1% 1,927 $203K
OMC Financial Services LTD 0.08% No change 1,922 $203K
HUB Investment Partners, LLC 0.01% New 1,914 $202K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -1.8% 1,905 $201K
Boston Research & Management Inc. 0.05% No change 1,902 $201K
Cape Investment Advisory, Inc. 0.06% Add +10.2% 1,873 $198K
Hills Bank & Trust Co 0.01% Add +60.0% 1,873 $198K
First Command Advisory Services, Inc. 0.00% Add +4.4% 1,873 $198K
Crews Bank & Trust 0.03% Reduce -40.9% 1,814 $191K
Flagship Harbor Advisors, LLC 0.01% Reduce -14.1% 1,807 $191K
Volterra Technologies LP 0.19% Add +195.4% 1,805 $190K
Monetary Management Group Inc. 0.04% No change 1,750 $185K
Richardson Financial Services Inc. 0.06% Reduce -2.6% 1,726 $182K
Larson Financial Group LLC 0.01% Reduce -7.6% 1,694 $179K
Havemeyer Place LP 0.03% — 1,628 $172K
Operose Advisors LLC 0.04% Reduce -2.0% 1,580 $167K
Virtus Investment Advisers, LLC 0.04% Reduce -1.4% 1,550 $163K
Trust Co. of Vermont 0.01% Add +24.6% 1,480 $156K
Meramec Financial Planners, LLC 0.06% — 1,383 $154K
Ascentis Wealth Management, LLC 0.04% New 1,432 $151K
Measured Wealth Private Client Group, LLC 0.04% No change 1,412 $149K
Align Financial, LLC 0.09% — 148,171 $148K
Quent Capital, LLC 0.01% Reduce -9.1% 1,401 $148K
Sunbelt Securities, Inc. 0.01% Add +0.7% 1,389 $146K
Trust Co 0.01% Add +78.1% 1,368 $144K
Whittier Trust Co. 0.00% Add +271.0% 1,332 $141K
Financial Perspectives, Inc 0.04% No change 1,338 $141K
NBT Bank, N.A. 0.01% Reduce -1.9% 525 $140K
Optiver Holding B.V. 0.00% New 1,288 $136K
JNBA Financial Advisors 0.01% Reduce -5.0% 1,248 $132K
Financial Network Wealth Advisors LLC 0.13% Reduce -3.2% 1,228 $129K
Centaurus Financial, Inc. 0.01% Reduce -59.9% 1,210 $128K
CoreCap Advisors, LLC 0.00% Reduce -1.1% 1,204 $127K
Creative Financial Designs Inc. 0.01% Add +4.8% 1,202 $127K
Evermay Wealth Management LLC 0.01% No change 1,128 $119K
St Germain D J Co. Inc. 0.00% No change 1,110 $117K
RMG Wealth Management LLC 0.01% No change 1,059 $115K
Transamerica Financial Advisors, LLC 0.01% Add +5.2% 1,067 $113K
Intelligent Financial Strategies 0.05% No change 1,059 $112K
TFC Financial Management, Inc. 0.01% Reduce -0.4% 1,054 $111K
Guinness Asset Management LTD 0.00% Add +46.6% 1,032 $109K
Avanza Fonder AB 0.00% New 1,031 $109K
TD Waterhouse Canada Inc. 0.00% Reduce -10.6% 1,023 $108K
TCTC Holdings, LLC 0.00% No change 1,018 $107K
Signature Equity Partners, LLC 0.06% — 1,002 $106K
Daytona Street Capital LLC 0.08% — 1,000 $105K
Avalon Trust Co 0.01% Reduce -0.8% 991 $105K
Pinnacle Bancorp, Inc. 0.03% No change 982 $104K
Prestige Wealth Management Group LLC 0.02% Reduce -0.1% 976 $103K
Oakworth Capital, Inc. 0.01% Add +17.6% 951 $100K
Fideuram Asset Management (Ireland) dac 0.01% — 979 $100K
Cromwell Holdings LLC 0.05% No change 946 $100K
CYBER HORNET ETFs LLC 0.06% Add +6.3% 914 $96K
Capital Advisors, Ltd. LLC 0.01% No change 913 $96K
First Pacific Financial 0.01% No change 902 $95K
SJS Investment Consulting Inc. 0.01% Add +1.4% 888 $94K
Rosenberg Matthew Hamilton 0.02% Add +250.0% 882 $93K
Rossby Financial, LCC 0.03% Add +1.4% 873 $92K
Strategic Investment Solutions, Inc. 0.02% Add +0.7% 868 $91K
Clean Yield Group 0.03% No change 867 $91K
Boit C F David 0.04% No change 867 $91K
Mark Sheptoff Financial Planning, LLC 0.04% No change 840 $89K
Versant Capital Management, Inc 0.01% Add +8.3% 837 $88K
Sentry Investment Management LLC 0.06% No change 824 $87K
DV Trading LLC 0.01% — 807 $85K
Arcadia Investment Management Corp. 0.01% Add +0.3% 802 $85K
Joseph Group Capital Management 0.02% Add +18.3% 800 $84K
Loomis Sayles & Co. L P 0.00% Add +17.0% 770 $81K
Independence Bank of Kentucky 0.01% No change 756 $80K
Concord Wealth Partners 0.01% Reduce -3.7% 752 $79K
GW&K Investment Management, LLC 0.00% Add +2.2% 747 $79K
Ancora Advisors LLC 0.00% Add +35.2% 749 $79K
Strengthening Families & Communities, LLC 0.03% Reduce -2.1% 684 $72K
Lloyd Advisory Services, LLC. 0.03% New 650 $69K
Financial Consulate, Inc. 0.01% Add +5.2% 644 $68K
2UniFi Bank 0.03% No change 632 $67K
Bayforest Capital Ltd 0.05% Add +987.9% 631 $67K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +21.6% 625 $66K
Manchester Capital Management LLC 0.01% Reduce -15.6% 621 $65K
Root Financial Partners, LLC 0.00% Reduce -16.1% 613 $65K
Hollencrest Capital Management 0.00% No change 612 $65K
Tanglewood Legacy Advisors, LLC 0.02% No change 600 $63K
Flagship Wealth Advisors, LLC 0.02% No change 600 $63K
Anchor Investment Management, LLC 0.01% No change 587 $62K
Robbins Farley 0.03% Reduce -14.6% 584 $62K
St. Johns Investment Management Company, LLC 0.03% No change 580 $61K
GHP Investment Advisors, Inc. 0.00% Add +0.7% 573 $60K
CNB Bank 0.02% No change 564 $59K
Barrett & Company, Inc. 0.02% No change 540 $57K
Cherry Tree Wealth Management, LLC 0.01% No change 521 $55K
Bruce G. Allen Investments, LLC 0.04% Reduce -4.2% 501 $53K
Ostrum Asset Management 0.00% Reduce -24.9% 496 $52K
Elyxium Wealth, LLC 0.01% New 496 $52K
Summit Securities Group LLC 0.01% Reduce -12.8% 484 $51K
MidFirst Bank 0.00% — 482 $51K
Pinnacle Wealth Planning Services, Inc. 0.01% New 474 $50K
Birchwood Financial Partners, Inc. 0.05% — 465 $49K
Litman Gregory Wealth Management LLC 0.00% New 464 $49K
Asset Dedication, LLC 0.00% Reduce -82.5% 456 $48K
Seneschal Advisors, LLC 0.04% No change 453 $48K
DV Equities, LLC 0.01% — 452 $48K
Keating Financial Advisory Services, Inc. 0.01% — 447 $47K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 440 $46K
Deseret Mutual Benefit Administrators 0.02% Reduce -10.3% 438 $46K
First Horizon Corp. 0.00% Reduce -26.4% 433 $46K
Essex Investment Management Co. LLC 0.01% No change 430 $45K
Hoey Investments, Inc. 0.01% No change 423 $45K
Spire Wealth Management 0.00% Reduce -1.2% 418 $44K
Strategic Wealth Advisors LLC 0.04% — 414 $43K
Lavaca Capital LLC 0.01% No change 400 $42K
Maryland Capital Advisors Inc. 0.01% No change 398 $42K
William B. Walkup & Associates, Inc. 0.02% No change 398 $42K
CVA Family Office, LLC 0.00% Reduce -10.2% 395 $42K
Aventus Investment Advisors, Inc. 0.03% No change 380 $40K
Piscataqua Savings Bank 0.03% No change 378 $40K
Olistico Wealth, LLC 0.02% New 372 $39K
Basecamp Wealth Advisors LLC 0.01% — 360 $38K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +6.0% 355 $37K
WPG Advisers, LLC 0.03% Reduce -8.2% 348 $37K
Valued Wealth Advisors LLC 0.02% No change 343 $36K
Valley National Advisers Inc. 0.01% Add +3.3% 349 $36K
Elequin Capital, LP 0.01% New 339 $36K
Center for Financial Planning, Inc. 0.00% No change 333 $35K
GPS Wealth Strategies Group, LLC 0.03% Reduce -65.9% 332 $35K
Medallion Wealth Advisors, LLC 0.01% No change 332 $35K
Peoples Financial Services Corp. 0.02% No change 326 $34K
ORG Partners LLC 0.01% Reduce -11.9% 325 $34K
Vermillion & White Wealth Management Group, LLC 0.02% No change 312 $33K
Prudent Man Investment Management, Inc. 0.01% No change 300 $32K
GoalVest Advisory LLC 0.01% Add +54.7% 294 $31K
Atlantic Private Wealth, LLC 0.02% Add +0.7% 291 $31K
Paladin Partners, LLC 0.02% — 291 $31K
Silvant Capital Management LLC 0.00% No change 290 $31K
Cornerstone Planning Group LLC 0.00% Add +2400.0% 275 $30K
LOM Asset Management Ltd 0.01% No change 285 $30K
New England Capital Financial Advisors LLC 0.01% No change 279 $29K
Harbor Investment Advisory, LLC 0.00% Add +256.4% 278 $29K
Salomon & Ludwin, LLC 0.00% No change 265 $28K
Princeton Global Asset Management LLC 0.00% Add +0.4% 264 $28K
Plante Moran Financial Advisors, LLC 0.00% Reduce -3.0% 256 $27K
Grove Bank & Trust 0.00% No change 250 $26K
Coastline Trust Co 0.00% No change 249 $26K
Torren Management, LLC 0.01% — 242 $26K
Godfrey Financial Associates, Inc. 0.02% — 240 $25K
Hughes Financial Services, LLC 0.00% Reduce -1.6% 238 $25K
Truvestments Capital LLC 0.00% No change 236 $25K
SBI Securities Co., Ltd. 0.00% Add +52.6% 232 $24K
Quest 10 Wealth Builders, Inc. 0.02% Add +4500.0% 230 $24K
Boyd Watterson Asset Management LLC 0.01% No change 228 $24K
Scarborough Advisors, LLC 0.00% Reduce -0.9% 228 $24K
Gen-Wealth Partners Inc 0.01% No change 225 $24K
Covestor Ltd 0.01% Reduce -27.0% 216 $23K
HHM Wealth Advisors, LLC 0.00% No change 204 $22K
Bank of New Hampshire 0.00% No change 200 $21K
LRI Investments, LLC 0.00% Add +197.0% 199 $21K
MV Capital Management, Inc. 0.00% Add +2.1% 196 $21K
Wolff Wiese Magana LLC 0.01% No change 193 $20K
Blueline Advisors LLC 0.02% — 188 $20K
Activest Wealth Management 0.00% Add +110.2% 185 $20K
NFSG Corp 0.00% Add +1.1% 185 $19K
Wealth Watch Advisors, INC 0.01% Reduce -3.2% 180 $19K
Hoese & Co LLP 0.01% No change 180 $19K
Essential Partners LLC 0.01% Add +24.8% 176 $19K
SHP Wealth Management 0.00% — 169 $18K
Tucker Asset Management LLC 0.01% New 168 $18K
First Community Trust NA 0.01% No change 166 $18K
JFS Wealth Advisors, LLC 0.00% Add +70.1% 165 $17K
Triumph Capital Management 0.00% New 158 $17K
E Fund Management (Hong Kong) Co., Ltd. 0.01% Add +906.7% 151 $17K
KERR FINANCIAL PLANNING Corp 0.02% Add +0.7% 146 $17K
Prosperity Bancshares Inc 0.01% — 155 $16K
Nova Wealth Management, Inc. 0.01% Reduce -11.9% 148 $16K
Webster Bank, N. A. 0.00% New 143 $15K
Midwest Capital Advisors, LLC 0.01% No change 136 $14K
Fortitude Family Office, LLC 0.00% Reduce -0.7% 135 $14K
Estate Planners Group, LLC 0.01% — 133 $14K
PFS Partners, LLC 0.01% Add +0.8% 130 $14K
Rogco, LP 0.00% No change 126 $13K
Meeder Asset Management Inc. 0.00% Reduce -6.7% 126 $13K
CGC Financial Services, LLC 0.00% No change 120 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 119 $13K
Financial Management Professionals, Inc. 0.00% Add +0.9% 116 $12K
Kimelman & Baird, LLC 0.00% No change 116 $12K
Vision Retirement, LLC 0.00% — 116 $12K
Golden State Wealth Management, LLC 0.00% Add +62.0% 115 $12K
Kemnay Advisory Services Inc. 0.00% New 115 $12K
Physician Wealth Advisors, Inc. 0.00% Add +17.4% 115 $12K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $12K
Wiser Advisor Group LLC 0.01% No change 111 $12K
Sachetta, LLC 0.01% No change 109 $11K
Strategic Wealth Partners, Ltd. 0.00% No change 109 $11K
Key Financial Inc 0.00% No change 106 $11K
Front Row Advisors LLC 0.00% No change 102 $11K
Advocate Investing Services LLC 0.01% — 100 $11K
HighMark Wealth Management LLC 0.00% No change 100 $11K
Costello Asset Management, INC 0.00% Reduce -35.5% 100 $11K
Guinness Atkinson Asset Management Inc 0.00% New 98 $10K
Millstone Evans Group, LLC 0.01% No change 95 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 96 $10K
Stone House Investment Management, LLC 0.00% No change 90 $9K
MilWealth Group LLC 0.00% No change 89 $9K
Walleye Capital LLC 0.00% Reduce -97.3% 87 $9K
LFA - Lugano Financial Advisors SA 0.00% No change 85 $9K
True Wealth Design, LLC 0.00% Reduce -5.6% 84 $9K
Murphy & Mullick Capital Management Corp 0.01% Add +2.5% 82 $9K
Dunhill Financial, LLC 0.00% Add +5.1% 82 $9K
Solstein Capital, LLC 0.00% No change 82 $9K
Richard W. Paul & Associates, LLC 0.00% No change 81 $9K
Ameriflex Group, Inc. 0.00% Reduce -75.5% 76 $8K
West Financial Advisors, LLC 0.00% New 73 $8K
Ares Financial Consulting, LLC 0.01% — 72 $8K
Sunrise Financial Services, LLC 0.01% — 72 $8K
Howard Hughes Medical Institute 0.00% Add +1.4% 70 $7K
CBIZ Investment Advisory Services, LLC 0.00% Add +66.7% 70 $7K
Osbon Capital Management LLC 0.01% — 70 $7K
Acumen Wealth Advisors, LLC 0.00% — 69 $7K
Nalls Sherbakoff Group, LLC 0.00% New 65 $7K
Darwin Wealth Management, LLC 0.00% No change 64 $7K
Accent Capital Management, LLC 0.00% No change 63 $7K
Bogart Wealth, LLC 0.00% Add +43.2% 63 $7K
Reyes Financial Architecture, Inc. 0.00% No change 61 $6K
S&T Bank 0.00% Add +1.7% 61 $6K
1620 Investment Advisors, Inc. 0.00% No change 59 $6K
Camelot Portfolios, LLC 0.00% New 59 $6K
Abound Wealth Management 0.00% Add +3.7% 56 $6K
Cornerstone Financial Management LLC 0.01% — 55 $6K
Fairman Group, LLC 0.00% New 55 $6K
TD Capital Management LLC 0.00% New 54 $6K
POM Investment Strategies, LLC 0.00% New 51 $5K
Dogwood Wealth Management LLC 0.00% Reduce -17.7% 51 $5K
Horizon Bancorp Inc. 0.00% Reduce -25.0% 51 $5K
Avion Wealth 0.00% Add +13.0% 52 $5K
J.Safra Asset Management Corp 0.00% No change 45 $5K
Wilkerson Advisory Group LLC 0.00% — 43 $5K
Garton & Associates Financial Advisors LLC 0.00% — 41 $4K
Bare Financial Services, Inc 0.00% Add +355.6% 41 $4K
Raffa Wealth Management, LLC 0.00% No change 40 $4K
Glen Eagle Advisors, LLC 0.00% No change 40 $4K
Retirement Wealth Solutions LLC 0.00% Reduce -9.1% 40 $4K
United Financial Planning Group LLC 0.00% New 38 $4K
IMG Wealth Management, Inc. 0.00% Reduce -21.7% 36 $4K
Private Wealth Management Group, LLC 0.00% No change 34 $4K
Private Wealth Asset Management, LLC 0.00% No change 34 $4K
Bravera Wealth 0.00% — 33 $3K
Friedenthal Financial 0.00% No change 31 $3K
Highline Wealth Partners LLC 0.00% Reduce -16.2% 31 $3K
American National Bank & Trust 0.00% New 30 $3K
Winthrop Capital Management, LLC 0.00% No change 25 $3K
Bangor Savings Bank 0.00% New 28 $3K
Elevation Wealth Partners, LLC 0.00% Add +800.0% 27 $3K
McIlrath & Eck, LLC 0.00% No change 27 $3K
High Note Wealth, LLC 0.00% New 26 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +62.5% 26 $3K
Towne Trust Company, N.A 0.00% New 25 $3K
Imprint Wealth LLC 0.01% Reduce -45.5% 24 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 22 $2K
Aspect Partners, LLC 0.00% Add +46.7% 22 $2K
Clark Wealth Partners 0.00% No change 21 $2K
Kilter Group LLC 0.00% Reduce -31.0% 20 $2K
Key Capital Management, INC 0.00% — 20 $2K
Monetary Solutions, Ltd 0.00% — 20 $2K
Dagco, Inc. 0.00% No change 20 $2K
Evolution Wealth Management Inc. 0.00% No change 19 $2K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -47.6% 22 $2K
Coston, McIsaac & Partners 0.00% No change 27 $2K
Penserra Capital Management LLC 0.00% No change 27 $2K
SouthState Bank Corp 0.00% Reduce -88.0% 18 $2K
Clayton Financial Group LLC 0.00% New 17 $2K
Cedar Mountain Advisors, LLC 0.00% No change 17 $2K
MCF Advisors LLC 0.00% New 17 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 16 $2K
Sankala Group LLC 0.00% — 14 $2K
Proathlete Wealth Management LLC 0.00% New 15 $2K
DecisionPoint Financial, LLC 0.00% New 14 $1K
Greenline Wealth Management LLC 0.00% — 14 $1K
Principia Wealth Advisory, LLC 0.00% Reduce -7.1% 13 $1K
Hilton Head Capital Partners, LLC 0.00% — 13 $1K
Bell Investment Advisors, Inc 0.00% Reduce -61.8% 13 $1K
WestEnd Advisors, LLC 0.00% Reduce -13.3% 13 $1K
IFC & Insurance Marketing, Inc. 0.00% — 14 $1K
American Capital Advisory, LLC 0.00% No change 9 $950
Livforsakringsbolaget Skandia, Omsesidigt 0.00% Reduce -99.6% 9 $905
Cheviot Value Management, LLC 0.00% No change 8 $880
Winnacle Wealth LLC 0.00% No change 8 $848
NorthAvenue LLC 0.00% — 8 $844
Whipplewood Advisors, LLC 0.00% New 8 $844
HFM Investment Advisors, LLC 0.00% No change 7 $739
Chilton Capital Management LLC 0.00% Reduce -93.0% 7 $739
1015 Capital Partners, LLC 0.00% — 7 $738
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 7 $738
Networth Advisors, LLC 0.00% — 7 $738
Atlas Capital Advisors Inc. 0.00% — 7 $738
Rialto Wealth Management, LLC 0.00% Reduce -64.3% 5 $528
Optima Capital LLC 0.00% New 5 $527
Nvwm, LLC 0.00% No change 5 $527
Davis Capital Management 0.00% No change 4 $422
Quaker Wealth Management, LLC 0.00% Add +33.3% 4 $422
IMA Advisory Services, Inc. 0.00% No change 3 $316
Nemes Rush Group LLC 0.00% New 3 $316
Signature Resources Capital Management, LLC 0.00% No change 2 $211

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