WEC Energy GroupWEC

13F holders, Q1 2026 (March 31)
1,380holders +33
129new positions
86sold out
9famous investors
$115.73avg. 13F price*

At the end of Q1 2026, 1,380 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 33 from Q4 2025. 129 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($3.8B), State Street Corp. ($2.5B) and Vanguard Capital Management LLC ($2.4B). 9 famous investors held it, including George Soros (1.1% of Soros Fund Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions129$199.2M
Exits86$88.5M

All 13F filers, Q4 2025 → Q1 2026: 19,736,431 shares bought and 11,750,892 shares sold, net +7,985,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,380 holders

BlackRock, Inc. 0.07% Add +0.4% 33,049,938 $3.8B
State Street Corp. 0.09% Add +2.6% 21,242,819 $2.5B
Vanguard Capital Management LLC 0.06% — 21,147,206 $2.4B
Vanguard Portfolio Management LLC 0.10% — 16,771,608 $1.9B
Geode Capital Management, LLC 0.07% Add +3.0% 9,106,652 $1.1B
Wells Fargo & Company 0.20% Add +3.3% 8,560,214 $991.0M
Bank of America Corp. 0.07% Add +7.3% 7,970,050 $922.7M
Deutsche Bank AG 0.23% Reduce -3.2% 5,931,540 $686.7M
Ameriprise Financial Inc. 0.15% Add +21.1% 5,667,783 $656.5M
JPMorgan Chase & Co. 0.04% Add +26.4% 5,526,693 $637.4M
Charles Schwab Investment Management Inc. 0.10% Add +2.0% 5,441,582 $629.9M
Wellington Management Group LLP 0.10% Reduce -46.6% 4,822,384 $558.3M
Morgan Stanley 0.03% Add +16.6% 4,742,853 $549.1M
Invesco Ltd. 0.05% Add +2.2% 4,621,057 $535.0M
Franklin Resources Inc. 0.13% Add +32.1% 4,434,011 $513.3M
Envestnet Asset Management Inc. 0.11% Add +22.0% 3,623,922 $419.5M
Nuveen, LLC 0.11% Add +2.9% 3,591,004 $415.7M
Federated Hermes, Inc. 0.64% Add +55.1% 3,423,763 $396.4M
Northern Trust Corp. 0.05% Reduce -7.1% 3,382,948 $391.6M
Legal & General Group Plc 0.07% Reduce -1.9% 2,627,581 $304.2M
PNC Financial Services Group, Inc. 0.17% Add +0.3% 2,571,015 $297.6M
Raymond James Financial Inc. 0.09% Add +20.6% 2,479,662 $287.1M
Clearbridge Investments, LLC 0.22% Reduce -33.0% 2,168,691 $251.1M
Bank of New York Mellon Corp 0.04% Reduce -0.2% 2,014,394 $233.2M
Goldman Sachs Group Inc. 0.03% Add +58.6% 1,918,157 $222.1M
Mairs & Power Inc. 2.26% Add +0.1% 1,910,685 $221.2M
Vanguard Fiduciary Trust Co. 0.05% — 1,831,948 $212.1M
Qube Research & Technologies Ltd 0.30% Add +83.6% 1,811,556 $209.7M
Earnest Partners LLC 0.83% Reduce -2.7% 1,733,312 $200.7M
Royal Bank of Canada 0.04% Add +1.2% 1,698,720 $196.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +1.6% 1,566,151 $181.3M
UBS Group AG 0.03% Reduce -10.8% 1,518,310 $175.8M
Barclays PLC 0.06% Add +142.9% 1,451,007 $168.0M
CBRE Investment Management Listed Real Assets LLC 2.37% Add +3.0% 1,376,051 $159.3M
FMR LLC 0.01% Add +1.6% 1,314,002 $152.1M
Dimensional Fund Advisors LP 0.03% Add +3.4% 1,286,276 $148.9M
Magellan Asset Management Ltd 1.89% Reduce -1.9% 1,261,329 $146.0M
Confluence Investment Management LLC 2.22% Reduce -6.8% 1,237,016 $143.2M
Stifel Financial Corp. 0.13% Add +4.6% 1,234,259 $142.9M
LPL Financial LLC 0.04% Add +23.1% 1,198,459 $138.7M
Soroban Capital Partners LP 0.99% Reduce -13.7% 1,198,148 $138.7M
Principal Financial Group Inc. 0.07% Reduce -7.0% 1,195,147 $138.4M
Citigroup Inc. 0.09% Add +266.5% 1,184,357 $137.1M
Bessemer Group Inc. 0.21% Add +1.6% 1,148,527 $133.0M
Crawford Investment Counsel Inc. 2.16% Add +0.2% 1,091,886 $126.4M
Bahl & Gaynor LLC 0.60% Reduce -2.1% 1,031,567 $119.4M
Duff & Phelps Investment Management Co. 1.18% Add +0.0% 981,349 $113.6M
Cincinnati Insurance Co. 1.71% No change 978,300 $113.3M
Swiss National Bank 0.06% Add +8.2% 954,687 $110.5M
Squarepoint Ops LLC 0.22% Reduce -10.1% 869,937 $100.7M
Zimmer Partners, LP 2.46% New 833,814 $96.5M
Rathbones Group PLC 0.38% Add +5.2% 828,174 $95.9M
BNP Paribas Financial Markets 0.06% Add +55.3% 797,800 $92.4M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -3.1% 780,223 $90.3M
Energy Income Partners, LLC 1.43% Add +3.0% 765,610 $88.6M
Westwood Holdings Group Inc. 0.63% Reduce -3.5% 739,190 $85.6M
Sei Investments Co. 0.08% Reduce -0.8% 736,978 $85.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +5.0% 732,998 $84.9M
Vanguard Global Advisers, LLC 0.04% — 710,644 $82.3M
Janus Henderson Group PLC 0.04% Add +3337.5% 700,527 $81.1M
Caisse de depot et placement du Quebec 0.13% Reduce -22.5% 683,413 $79.1M
Vaughan Nelson Investment Management, L.P. 0.79% Add +28.3% 678,954 $78.6M
California Public Employees Retirement System 0.05% Reduce -17.8% 678,212 $78.5M
Employees Retirement System of Texas 0.76% Reduce -5.1% 625,933 $72.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.06% — 611,124 $70.7M
Rhumbline Advisers 0.06% Reduce -1.8% 598,198 $69.3M
Gabelli Funds LLC 0.46% Reduce -0.8% 585,370 $67.8M
Benjamin Edwards Inc. 0.67% Reduce -2.5% 584,490 $67.7M
First Trust Advisors LP 0.05% Reduce -7.9% 580,914 $67.3M
Bank of Montreal 0.03% Add +3.5% 578,507 $67.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.34% Reduce -12.2% 577,719 $66.9M
AQR Capital Management 0.03% Reduce -9.4% 580,948 $66.5M
Massachusetts Financial Services Co. 0.02% Add +46.0% 568,022 $65.8M
Reaves W H & Co. Inc. 1.08% Add +49.1% 562,957 $65.2M
Baird Financial Group, Inc. 0.10% Add +13.7% 553,929 $64.1M
HSBC Holdings PLC 0.04% Reduce -8.7% 528,741 $61.2M
W1M Asset Management Ltd 0.65% Add +3.7% 513,715 $59.5M
Soros Fund Management 1.10% Add +432.8% 512,754 $59.4M
T. Rowe Price Associates Inc. 0.01% Reduce -1.3% 504,012 $58.4M
Vaughan David Investments LLC 1.22% Add +2.2% 497,618 $57.6M
Old Republic International Corp. 2.20% Reduce -0.5% 477,179 $55.2M
Pictet Asset Management Holding SA 0.06% Reduce -1.6% 474,625 $54.9M
Canada Pension Plan Investment Board 0.03% Reduce -2.2% 450,935 $52.2M
Donaldson Capital Management, LLC 1.66% Add +1.1% 442,053 $51.2M
Marshall Wace, LLP 0.05% Reduce -32.5% 435,096 $50.4M
Amundi 0.01% Reduce -25.4% 431,842 $50.0M
Citadel Advisors 0.04% Reduce -22.6% 431,598 $50.0M
Victory Capital Management Inc. 0.03% Reduce -34.9% 429,659 $49.7M
National Pension Service 0.04% Add +4.5% 425,027 $49.2M
Retirement Systems of Alabama 0.16% Reduce -0.0% 420,878 $48.7M
Neuberger Berman Group LLC 0.04% Reduce -2.4% 396,440 $46.1M
Natixis Advisors, LLC 0.06% Add +16.0% 394,752 $45.7M
Campbell Newman Asset Management Inc. 3.53% Add +1.1% 375,749 $43.5M
California State Teachers Retirement System 0.05% Reduce -2.8% 374,125 $43.3M
Voloridge Investment Management, LLC 0.17% Add +186.8% 362,716 $42.0M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -16.6% 345,265 $40.0M
US Bancorp \de 0.05% Reduce -2.3% 325,122 $37.6M
NS Partners Ltd 1.66% Add +51.4% 319,515 $37.0M
Vanguard Investments Australia, Ltd. 0.11% — 316,597 $36.7M
Balyasny Asset Management L.P. 0.08% Add +35.8% 315,290 $36.5M
Dearborn Partners LLC 1.97% Reduce -7.3% 314,438 $36.4M
Alliancebernstein L.P. 0.01% Reduce -1.8% 339,210 $35.8M
1832 Asset Management L.P. 0.05% Add +10.2% 295,643 $34.2M
Talaria Asset Management Pty Ltd 6.81% Add +130.8% 291,300 $33.7M
American Century Companies Inc. 0.02% Reduce -40.8% 286,420 $33.2M
State Board of Administration of Florida Retirement System 0.06% No change 284,623 $33.0M
Huntington National Bank 0.23% Reduce -0.4% 273,517 $31.7M
Nisa Investment Advisors, LLC 0.12% Reduce -0.2% 270,069 $31.3M
Mitsubishi UFJ Trust & Banking Corp 0.08% Reduce -4.0% 268,289 $31.1M
Country Trust Bank 0.58% Add +2.8% 262,887 $30.4M
MML Investors Services, LLC 0.08% Add +0.0% 262,068 $30.3M
Jones Financial Companies LLLP 0.01% Add +929.5% 264,260 $30.2M
Cetera Investment Advisers 0.03% Add +12.1% 257,158 $29.8M
Mackenzie Financial Corp. 0.04% Add +470.4% 254,992 $29.5M
Quantinno Capital Management LP 0.05% Add +18.9% 254,916 $29.5M
HighTower Advisors, LLC 0.03% Add +3.8% 254,176 $29.4M
New York State Teachers Retirement System 0.06% No change 242,076 $28.0M
Gateway Investment Advisers LLC 0.31% Reduce -23.9% 239,457 $27.7M
STRS Ohio 0.11% Reduce -0.0% 239,288 $27.7M
Russell Investments Group, Ltd. 0.03% Reduce -2.5% 239,202 $27.7M
Osaic Holdings, Inc. 0.04% Reduce -3.4% 237,301 $27.5M
Truist Financial Corp. 0.04% Add +24.5% 233,331 $27.0M
Gotham Asset Management 0.08% Add +16.5% 229,905 $26.6M
Braun Stacey Associates Inc. 0.87% Add +0.3% 227,286 $26.3M
Azimuth Capital Investment Management LLC 0.98% Reduce -0.2% 225,562 $26.1M
Manufacturers Life Insurance Company, The 0.02% Reduce -8.4% 222,162 $25.7M
Cidel Asset Management Inc. 1.38% Add +7.3% 217,803 $25.2M
Macquarie Group Ltd. 0.15% Reduce -2.1% 213,330 $24.7M
CIBC Asset Management Inc 0.06% Add +9.2% 212,040 $24.5M
Eventide Asset Management, LLC 0.40% Add +1.1% 209,072 $24.2M
HRT Financial LP 0.06% Add +7030.7% 206,076 $23.9M
Assetmark, Inc. 0.05% Add +14.2% 205,708 $23.8M
AE Wealth Management LLC 0.13% Add +14.3% 203,445 $23.6M
Boston Trust Walden Corp 0.19% Reduce -1.4% 195,132 $22.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +36.1% 193,992 $22.5M
CANADA LIFE ASSURANCE Co 0.04% Add +2.0% 191,301 $22.2M
Empire Life Investments Inc. 1.33% Reduce -5.0% 188,952 $22.0M
Creative Planning 0.01% Add +22.6% 178,508 $20.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -40.5% 174,547 $20.5M
State of Wisconsin Investment Board 0.05% Add +4.4% 175,908 $20.4M
Nomura Asset Management International Inc. 0.03% Reduce -2.2% 174,420 $20.2M
Fifth Third Bancorp 0.04% Add +125.3% 173,765 $20.1M
DDD Partners, LLC 1.39% Add +0.4% 173,696 $20.1M
South Street Advisors LLC 2.82% Add +2.0% 168,111 $19.5M
Asset Management One Co., Ltd. 0.06% Reduce -1.1% 167,388 $19.4M
Aberdeen Group plc 0.03% Add +3.7% 167,216 $19.4M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.29% Add +29.4% 166,973 $19.3M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.4% 164,379 $19.0M
Van Eck Associates Corp. 0.01% Add +3.3% 163,800 $19.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +3.3% 163,638 $18.9M
Nicolet Bankshares Inc. 0.69% Add +863.0% 160,578 $18.6M
Commonwealth Equity Services, LLC 0.03% Add +10.0% 159,726 $18.5M
&partners 0.09% Reduce -6.8% 157,854 $18.3M
Prudential Financial Inc. 0.02% Reduce -1.5% 157,187 $18.2M
Argent Capital Management LLC 0.57% New 155,296 $18.0M
Park National Corp. 0.54% Add +12.9% 152,486 $17.7M
Tortoise Capital Advisors, L.L.C. 0.18% Reduce -1.4% 152,398 $17.6M
Allspring Global Investments Holdings, LLC 0.03% Add +5.1% 151,575 $17.6M
TD Asset Management Inc 0.01% Add +1.0% 151,297 $17.5M
Hennessy Advisors Inc. 0.62% No change 149,140 $17.3M
B. Metzler seel. Sohn & Co. AG 0.16% Reduce -3.1% 148,845 $17.2M
Nomura Asset Management Co. Ltd. 0.04% Add +3.7% 143,159 $16.6M
APG Asset Management N.V. 0.05% Reduce -0.4% 163,637 $16.4M
Resona Asset Management Co.,Ltd. 0.08% Add +9.0% 140,051 $16.2M
Treasurer of the State of North Carolina 0.05% Add +2.2% 139,396 $16.1M
Verity & Verity, LLC 1.19% Add +3.6% 138,324 $16.0M
Cerity Partners LLC 0.02% Add +160.8% 137,436 $15.9M
Guardian Capital LP 0.42% Add +41.6% 137,339 $15.9M
Millennium Management 0.01% Reduce -30.6% 135,050 $15.6M
New York State Common Retirement Fund 0.02% Add +1.9% 134,133 $15.5M
OMERS ADMINISTRATION Corp 0.10% Add +2.9% 129,835 $15.0M
Korea Investment CORP 0.03% Reduce -24.2% 128,955 $14.9M
Jane Street Group, LLC 0.02% Add +922.4% 128,710 $14.9M
Renaissance Technologies 0.02% Reduce -39.1% 127,775 $14.8M
DekaBank Deutsche Girozentrale 0.02% No change 122,847 $14.4M
CIBC Bancorp USA Inc. 0.02% — 119,569 $13.8M
Man Group plc 0.03% Reduce -18.4% 119,154 $13.8M
Rockland Trust Co. 0.54% Add +1.4% 116,051 $13.4M
Epoch Investment Partners, Inc. 0.08% Add +8.0% 113,463 $13.1M
State of Tennessee, Department of Treasury 0.04% No change 112,693 $13.0M
Corient Private Wealth LP 0.02% Reduce -48.4% 112,886 $13.0M
Annex Advisory Services, LLC 0.24% Reduce -2.0% 111,840 $12.9M
Sanctuary Advisors, LLC 0.07% Add +3.6% 111,726 $12.9M
Toronto Dominion Bank 0.03% Reduce -10.2% 111,371 $12.9M
Mattern Capital Management, LLC 1.52% Add +29.1% 109,948 $12.7M
Wealthfront Advisers LLC 0.03% Add +7.7% 109,525 $12.7M
SG Americas Securities, LLC 0.01% Reduce -61.8% 108,276 $12.5M
Brookstone Capital Management 0.14% Reduce -5.2% 106,470 $12.3M
BTG Pactual Asset Management US LLC 1.22% Add +1.1% 106,076 $12.3M
O'shaughnessy Asset Management, LLC 0.06% Reduce -5.6% 106,047 $12.3M
IFM Investors Pty Ltd 0.10% Add +48.7% 105,276 $12.2M
Investment Management Corp of Ontario 0.15% Add +373.9% 102,832 $11.9M
Public Employees Retirement System of Ohio 0.04% Reduce -2.7% 102,627 $11.9M
Guggenheim Capital LLC 0.09% Add +18.1% 102,037 $11.8M
Harbour Investments, Inc. 0.18% Add +154.5% 102,030 $11.8M
HFR Wealth Management, LLC 2.89% Reduce -1.7% 101,596 $11.8M
State of New Jersey Common Pension Fund D 0.04% No change 97,774 $11.3M
Mariner, LLC 0.01% Reduce -37.6% 97,477 $11.3M
Janney Montgomery Scott LLC 0.03% Add +12.7% 96,747 $11.2M
Baillie Gifford & Co. 0.01% Reduce -26.6% 95,242 $11.0M
Cincinnati Specialty Underwriters Insurance CO 2.67% No change 95,000 $11.0M
Stratos Wealth Partners, LTD. 0.12% Reduce -7.0% 93,906 $10.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -10.0% 93,898 $10.9M
BLB&B Advisors, LLC 0.45% Add +61.6% 93,422 $10.8M
Public Sector Pension Investment Board 0.03% Add +11.8% 92,631 $10.7M
Thomas Story & Son LLC 4.07% Reduce -0.4% 91,630 $10.6M
Hudson Bay Capital Management LP 0.07% Reduce -26.2% 90,741 $10.5M
NewEdge Advisors, LLC 0.04% Add +0.3% 90,700 $10.5M
Teachers Retirement System of the State of Kentucky 0.08% No change 89,974 $10.4M
Oppenheimer Asset Management Inc. 0.12% Reduce -0.3% 88,960 $10.3M
Czech National Bank 0.07% Add +3.3% 88,638 $10.3M
Arizona State Retirement System 0.06% Add +0.1% 88,443 $10.2M
Commerce Bank 0.05% Add +11.3% 87,879 $10.2M
Atria Investments, Inc 0.11% Add +16.4% 87,590 $10.1M
Bank of Nova Scotia 0.02% Add +21.7% 85,401 $9.9M
State of Michigan Retirement System 0.05% Reduce -0.2% 84,984 $9.8M
DAVENPORT & Co LLC 0.05% Add +55.6% 83,657 $9.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% Reduce -6.0% 81,984 $9.5M
Parsons Capital Management Inc. 0.43% Add +720.7% 80,962 $9.4M
Franklin, Parlapiano, Turner & Welch, LLC 2.22% Reduce -1.1% 80,577 $9.3M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -0.4% 78,047 $9.1M
Captrust Financial Advisors 0.02% Add +121.3% 77,291 $8.9M
Schonfeld Strategic Advisors LLC 0.07% Add +94.5% 77,081 $8.9M
Ensign Peak Advisors, Inc 0.02% Reduce -7.3% 76,398 $8.8M
MetLife Investment Management, LLC 0.04% Reduce -2.5% 76,047 $8.8M
Merit Financial Group, LLC 0.07% Add +12.9% 75,574 $8.7M
Leeward Investments, LLC - MA 0.43% Reduce -3.3% 74,867 $8.7M
Vestcor Inc 0.23% Add +1.8% 72,938 $8.4M
National Bank of Canada 0.01% Reduce -51.1% 72,778 $8.4M
Verition Fund Management LLC 0.09% Add +102.3% 72,482 $8.4M
Dorsey & Whitney Trust CO LLC 0.45% Add +8.5% 71,382 $8.3M
Los Angeles Capital Management LLC 0.03% Add +47.8% 69,638 $8.1M
Alley Investment Management Company, LLC 0.97% Add +16.2% 68,788 $8.0M
Thompson Investment Management, Inc. 1.02% Add +0.7% 67,683 $7.8M
Voya Investment Management LLC 0.01% Reduce -0.4% 66,402 $7.7M
Dean Investment Associates, LLC 1.05% Reduce -5.5% 64,301 $7.4M
Woodline Partners LP 0.03% Add +15.0% 63,741 $7.4M
Nicholas Company, Inc. 0.14% Add +25.2% 63,380 $7.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +18.9% 63,299 $7.3M
Albion Financial Group 0.47% Reduce -0.7% 63,156 $7.3M
XTX Topco Ltd 0.13% Add +2273.8% 63,144 $7.3M
Walleye Trading LLC 0.15% Add +145.2% 62,869 $7.3M
Morgan Dempsey Capital Management LLC 3.31% Reduce -2.7% 62,800 $7.3M
Parallax Volatility Advisers, L.P. 0.40% New 63,824 $7.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +24.5% 61,880 $7.2M
Amalgamated Bank 0.05% Add +2.3% 61,705 $7.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +165.0% 61,292 $7.1M
ProShare Advisors LLC 0.01% Reduce -17.9% 59,674 $6.9M
Heartland Advisors Inc. 0.35% Reduce -9.3% 59,517 $6.9M
Mercer Global Advisors Inc. 0.01% Reduce -10.1% 59,452 $6.9M
Qsemble Capital Management, LP 0.52% New 59,099 $6.8M
Susquehanna Portfolio Strategies, LLC 0.10% Add +110.5% 58,854 $6.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -53.2% 58,488 $6.8M
Xponance LLC 0.05% Add +15.5% 58,322 $6.8M
Aquatic Capital Management LLC 0.19% Add +979.7% 57,969 $6.7M
Park Avenue Securities LLC 0.05% Reduce -1.1% 57,929 $6.7M
Occudo Quantitative Strategies LP 0.36% Add +175.2% 56,206 $6.6M
1834 Investment Advisors Co. 0.81% Add +0.3% 56,394 $6.5M
Daiwa Securities Group Inc. 0.02% Add +5.8% 55,449 $6.4M
Hunter Perkins Capital Management, LLC 1.45% Reduce -0.5% 53,284 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -75.2% 53,123 $6.2M
Utah Retirement Systems 0.06% No change 53,098 $6.1M
Orion Porfolio Solutions, LLC 0.05% Reduce -8.1% 52,800 $6.1M
Sagefield Capital LP 0.44% Reduce -28.6% 52,332 $6.1M
D. E. Shaw & Co. 0.01% Add +20.5% 51,700 $6.0M
Zions Bancorporation, National Association 0.39% Add +70.7% 51,635 $6.0M
Tudor Investment Corporation 0.03% Reduce -67.4% 51,282 $5.9M
Greenland Capital Management LP 1.35% New 51,008 $5.9M
TD Private Client Wealth LLC 0.12% Add +63.8% 50,986 $5.9M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.2% 50,304 $5.8M
Allworth Financial LP 0.02% Add +2.7% 50,272 $5.8M
American Assets Investment Management, LLC 0.39% No change 50,000 $5.8M
Ashton Thomas Private Wealth, LLC 0.14% Add +3.0% 49,440 $5.7M
Brentview Investment Management LLC 2.46% Add +4.2% 49,114 $5.7M
Rakuten Investment Management, Inc. 0.01% Add +13.2% 48,293 $5.6M
Kingsview Wealth Management, LLC 0.07% Reduce -0.2% 47,405 $5.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% New 47,000 $5.4M
NEOS Investment Management LLC 0.03% Add +3.1% 46,523 $5.4M
Parr McKnight Wealth Management Group, LLC 0.70% Add +0.1% 46,247 $5.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.0% 46,031 $5.3M
Advisory Services Network, LLC 0.07% Add +1.2% 45,635 $5.3M
Blair William & Co. 0.02% Add +9.8% 45,512 $5.3M
Morton Community Bank 1.15% Add +2.3% 45,510 $5.3M
New York Life Investment Management LLC 0.04% Add +1.4% 45,109 $5.2M
USS Investment Management Ltd 0.02% Add +12.0% 44,999 $5.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -21.4% 44,833 $5.2M
Swiss Life Asset Management Ltd 0.03% Add +16.1% 44,832 $5.2M
Woodley Farra Manion Portfolio Management Inc. 0.25% Reduce -0.1% 44,417 $5.1M
Aventail Capital Group, LP 0.25% Add +13.2% 44,216 $5.1M
Motco 0.47% Reduce -0.1% 44,153 $5.1M
Sterling Capital Management LLC 0.10% Add +106.3% 44,046 $5.1M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -8.0% 43,712 $5.1M
Yousif Capital Management, LLC 0.06% Reduce -1.9% 43,429 $5.0M
Bantamac Capital, LLC 3.62% No change 43,000 $5.0M
Jump Financial, LLC 0.08% New 42,668 $4.9M
N.E.W. Advisory Services LLC 0.37% Add +10.6% 42,408 $4.9M
Nissay Asset Management Corp. /Japan 0.03% Add +2.5% 42,154 $4.9M
CI Investments Inc. 0.02% Add +4.2% 42,033 $4.9M
Bright Rock Capital Management, LLC 0.96% No change 42,000 $4.9M
Glenmede Trust Co. NA 0.02% Reduce -3.0% 41,940 $4.9M
Brevan Howard Capital Management LP 0.05% Add +62.5% 41,680 $4.8M
United Capital Management of KS, Inc. 0.73% Add +2.5% 41,561 $4.8M
Focus Partners Wealth 0.01% Reduce -10.2% 41,436 $4.8M
Alta Capital Management LLC/ 0.37% Add +1.2% 41,077 $4.8M
Vanguard Personalized Indexing Management, LLC 0.05% Add +7.5% 41,030 $4.8M
Schroder Investment Management Group 0.00% Reduce -4.4% 41,165 $4.7M
KLCM Advisors, Inc. 0.41% Reduce -2.8% 41,007 $4.7M
Intech Investment Management LLC 0.05% Add +83.5% 40,704 $4.7M
S&co Inc. 0.29% Reduce -7.4% 40,672 $4.7M
Belpointe Asset Management LLC 0.17% Add +9.7% 40,609 $4.7M
Rockefeller Capital Management L.P. 0.01% Add +13.9% 40,024 $4.6M
Regions Financial Corp. 0.03% Reduce -8.2% 39,601 $4.6M
Castellan Group 0.62% Add +10.8% 38,939 $4.5M
Eurizon Capital SGR S.p.A. 0.01% New 37,741 $4.4M
Somerset Trust Co 1.33% Add +2.0% 37,432 $4.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -31.9% 37,381 $4.3M
Oregon Public Employees Retirement Fund 0.06% Add +0.1% 37,289 $4.3M
Concurrent Investment Advisors, LLC 0.05% Add +9.6% 36,863 $4.3M
Hennion & Walsh Asset Management, Inc. 0.14% Add +7.9% 36,795 $4.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +2.1% 36,749 $4.3M
Nomura Holdings Inc. 0.04% Add +35.8% 36,262 $4.2M
Axq Capital, LP 0.54% New 36,207 $4.2M
Kestra Private Wealth Services, LLC 0.05% Add +0.3% 36,196 $4.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -8.8% 35,662 $4.1M
Principal Securities, Inc. 0.06% Add +11.8% 35,373 $4.1M
First American Bank 0.25% Add +0.8% 35,031 $4.1M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.20% No change 35,000 $4.1M
KBC Group NV 0.01% No change 34,719 $4.0M
Mutual of America Capital Management LLC 0.05% Reduce -0.9% 34,611 $4.0M
Diversified Management Inc. 0.66% Add +30.9% 33,377 $3.9M
Kestra Advisory Services, LLC 0.01% Reduce -14.1% 33,242 $3.8M
State of Alaska, Department of Revenue 0.04% Add +1.9% 32,820 $3.8M
Lanark Financial, Inc. 0.28% Add +1.1% 32,726 $3.8M
D.A. Davidson & Co. 0.02% Add +23.4% 32,467 $3.8M
UniSuper Management Pty Ltd 0.02% Reduce -4.2% 32,086 $3.7M
Empowered Funds, LLC 0.02% Add +25.8% 31,446 $3.6M
Level Four Advisory Services, LLC 0.12% Add +9.1% 31,106 $3.6M
Cincinnati Casualty Co. 1.87% No change 31,000 $3.6M
Johnson Financial Group, Inc. 0.13% Reduce -2.5% 30,993 $3.6M
Leavell Investment Management, Inc. 0.15% Add +0.0% 30,947 $3.6M
Allstate Corp. 0.04% Add +26.3% 30,908 $3.6M
Farmers & Merchants Investments Inc. 0.10% Add +4.1% 30,724 $3.6M
Pathstone Holdings, LLC 0.01% Reduce -0.7% 30,390 $3.5M
Journey Advisory Group, LLC 0.30% Reduce -1.5% 30,314 $3.5M
Wedbush Securities Inc. 0.10% Add +5.2% 30,280 $3.5M
Aware Super Pty Ltd as trustee of Aware Super 0.05% — 29,976 $3.5M
Global Trust Wealth Management LLC 2.58% No change 29,428 $3.4M
Public Employees Retirement Association of Colorado 0.01% No change 29,337 $3.4M
World Investment Advisors 0.05% Add +1.7% 29,036 $3.4M
Keebeck Wealth Management 0.38% Reduce -27.5% 28,871 $3.3M
Trilogy Capital Inc. 0.15% Reduce -1.1% 28,744 $3.3M
Private Advisor Group, LLC 0.02% Add +2.3% 28,698 $3.3M
Foundations Investment Advisors, LLC 0.04% Reduce -27.3% 28,251 $3.3M
apricus wealth, LLC 1.58% Add +1.0% 28,015 $3.2M
Premier Fund Managers Ltd 0.23% Reduce -6.7% 28,000 $3.2M
Beacon Pointe Advisors, LLC 0.02% Add +10.0% 27,806 $3.2M
Brown Advisory Inc. 0.01% Add +6.9% 27,558 $3.2M
Pacer Advisors, Inc. 0.01% Reduce -24.0% 27,324 $3.2M
Keybank National Association 0.01% Add +16.9% 27,296 $3.2M
Savant Capital, LLC 0.02% Add +6.0% 27,136 $3.1M
Mitchell & Pahl Private Wealth, LLC 1.27% Add +1.2% 27,070 $3.1M
Prosperity Consulting Group, LLC 0.14% Reduce -4.7% 26,832 $3.1M
GAMMA Investing LLC 0.14% Add +25.4% 26,565 $3.1M
Ascent Group, LLC 0.11% Reduce -7.7% 26,554 $3.1M
Rothschild Investment LLC 0.16% Add +7.4% 26,496 $3.1M
Rafferty Asset Management, LLC 0.01% Reduce -26.5% 26,337 $3.0M
Lantz Financial LLC 0.63% Reduce -0.2% 26,273 $3.0M
Oak Thistle LLC 0.29% Reduce -49.0% 25,931 $3.0M
Associated Banc-Corp 0.08% Reduce -6.0% 25,731 $3.0M
Shakespeare Wealth Management, LLC 0.69% Reduce -1.0% 25,352 $2.9M
Independent Advisor Alliance 0.03% Add +0.8% 25,280 $2.9M
Gulf International Bank (UK) Ltd 0.07% Add +46.3% 25,140 $2.9M
Marietta Investment Partners LLC 0.58% Reduce -1.7% 25,089 $2.9M
TD Waterhouse Canada Inc. 0.01% Add +2328.2% 24,840 $2.9M
RFG Advisory, LLC 0.05% Add +3.6% 23,940 $2.8M
Acadian Asset Management LLC 0.00% Reduce -41.6% 23,670 $2.7M
Cwm, LLC 0.01% Reduce -13.9% 23,624 $2.7M
AlphaCore Capital LLC 0.06% Add +12.1% 23,547 $2.7M
Cresset Asset Management, LLC 0.01% Add +72.4% 23,511 $2.7M
Mgo One Seven LLC 0.05% Add +6.5% 23,171 $2.7M
Penobscot Investment Management Company, Inc. 0.21% Reduce -4.3% 22,900 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -27.6% 22,883 $2.6M
QRG Capital Management, Inc. 0.03% Add +12.2% 22,821 $2.6M
Kieckhefer Group LLC 1.24% Reduce -0.4% 22,717 $2.6M
Meyer Handelman Co. 0.08% No change 22,550 $2.6M
Mesirow Financial Investment Management, Inc. 0.04% Add +27.6% 22,530 $2.6M
Worldquant Millennium Advisors LLC 0.01% Add +30.1% 22,214 $2.6M
BKM Wealth Management, LLC 0.94% Add +16.9% 22,211 $2.6M
J.W. Cole Advisors, Inc. 0.09% Add +1.8% 22,163 $2.6M
Sit Investment Associates Inc. 0.05% No change 21,980 $2.5M
Arax Advisory Partners 0.07% Add +216.4% 21,723 $2.5M
Delta Global Management LP 0.21% Reduce -8.4% 21,705 $2.5M
Ellenbecker Investment Group 0.34% Add +0.8% 21,492 $2.5M
Norinchukin Bank, The 0.03% Add +0.7% 21,492 $2.5M
Spirit of America Management Corp. 0.49% Add +7.8% 21,300 $2.5M
Dana Investment Advisors, Inc. 0.07% Add +19.3% 21,259 $2.5M
Broadwater Capital Management LLC 1.83% No change 23,200 $2.4M
Stonebridge Financial Group, LLC 0.20% Add +2.5% 21,086 $2.4M
Legato Capital Management LLC 0.22% Add +27.3% 20,984 $2.4M
Colonial Trust Co / SC 0.33% Add +0.0% 20,789 $2.4M
Flputnam Investment Management Co. 0.04% Add +0.5% 20,783 $2.4M
Fulton Bank, N.A. 0.08% Add +87.0% 20,727 $2.4M
Polymer Capital Management (US) LLC 0.35% Reduce -21.0% 20,539 $2.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +59.0% 20,448 $2.4M
Jain Global LLC 0.03% New 20,442 $2.4M
Great Valley Advisor Group, Inc. 0.04% Add +3.2% 20,405 $2.4M
Ameritas Investment Partners, Inc. 0.07% Add +4.5% 20,236 $2.3M
Summit Trail Advisors, LLC 0.03% Add +44.1% 20,161 $2.3M
Wealth Alliance, LLC 0.23% Add +38.3% 20,043 $2.3M
Apollon Financial, LLC 0.32% Reduce -2.2% 19,951 $2.3M
Lido Advisors, LLC 0.01% Reduce -5.0% 19,946 $2.3M
Red Cedar Investment Management, LLC 0.24% Reduce -0.5% 19,946 $2.3M
Integrated Wealth Concepts LLC 0.02% Add +607.0% 19,936 $2.3M
Siemens Fonds Invest GmbH 0.13% Add +0.3% 19,740 $2.3M
Mizuho Securities USA LLC 0.05% Reduce -16.9% 19,676 $2.3M
Campbell Capital Management Inc. 1.08% Reduce -1.0% 19,600 $2.3M
Inceptionr LLC 0.54% New 19,331 $2.2M
Nordea Investment Management AB 0.00% Add +0.2% 19,440 $2.2M
PDT Partners, LLC 0.13% New 19,200 $2.2M
Pathway Financial Advisers, LLC 0.63% Add +4.3% 19,122 $2.2M
Fortis Group Advisors, LLC 0.36% Add +392.9% 18,753 $2.2M
Miller Howard Investments Inc. 0.06% Add +8.3% 18,679 $2.2M
Clearstead Trust, LLC 0.35% Add +1.6% 18,510 $2.1M
Hantz Financial Services, Inc. 0.03% Add +22.1% 18,472 $2.1M
Hartford Investment Management Co. 0.07% Reduce -1.9% 18,456 $2.1M
Nicholson Wealth Management Group, LLC 1.25% Add +3.7% 18,414 $2.1M
Fox Hill Wealth Management 1.01% Add +1.1% 18,212 $2.1M
Caldwell Trust Co 0.19% Reduce -0.6% 17,985 $2.1M
Drucker Wealth 3.0, LLC 0.36% Reduce -0.0% 17,879 $2.1M
M&T Bank Corp 0.01% Add +4.1% 17,662 $2.0M
Equitable Holdings, Inc. 0.01% Add +115.4% 18,345 $2.0M
Rodgers Brothers Inc. 0.23% No change 17,374 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -4.5% 17,350 $2.0M
Security National Bank 0.29% Add +1.4% 17,261 $2.0M
Bokf, NA 0.03% Reduce -28.8% 17,226 $2.0M
Advisors Asset Management, Inc. 0.03% Add +8.0% 17,208 $2.0M
Ethic Inc. 0.03% Reduce -0.4% 17,199 $2.0M
Vident Advisory, LLC 0.02% Reduce -35.2% 17,135 $2.0M
Patton Fund Management, Inc. 0.33% Reduce -62.0% 17,032 $2.0M
Oppenheimer & Co. Inc. 0.02% Add +15.4% 17,012 $2.0M
Greenwood Capital Associates LLC 0.22% New 16,872 $2.0M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -5.6% 16,753 $1.9M
KCM Investment Advisors LLC 0.06% Reduce -4.5% 16,743 $1.9M
Bleakley Financial Group, LLC 0.03% Add +29.2% 16,695 $1.9M
Louisiana State Employees Retirement System 0.03% No change 16,600 $1.9M
Inspire Investing, LLC 0.11% Add +429.5% 16,457 $1.9M
Crossmark Global Holdings, Inc. 0.03% Reduce -1.0% 16,276 $1.9M
Maryland State Retirement & Pension System 0.04% No change 16,251 $1.9M
Raleigh Capital Management Inc. 0.65% Add +119.8% 16,245 $1.9M
Alliance Wealth Advisors, LLC 0.41% Reduce -33.5% 16,223 $1.9M
Marks Group Wealth Management, Inc 0.18% Add +3.9% 15,884 $1.8M
Horizon Investments, LLC 0.02% Reduce -1.1% 15,752 $1.8M
Smith Group Asset Management, LLC 0.09% No change 15,740 $1.8M
Mogy Joel R Investment Counsel Inc. 0.11% No change 15,708 $1.8M
IFP Advisors, Inc 0.04% Add +5.5% 15,681 $1.8M
Geneos Wealth Management Inc. 0.04% Reduce -3.2% 15,664 $1.8M
Royal London Asset Management Ltd. 0.00% No change 15,609 $1.8M
ICW Investment Advisors LLC 0.64% Add +4.6% 15,286 $1.8M
Matrix Trust Co 0.29% Add +6.1% 15,172 $1.8M
Farther Finance Advisors, LLC 0.02% Add +11.3% 15,088 $1.8M
Stephens Inc. 0.02% Add +156.0% 14,986 $1.7M
New Mexico Educational Retirement Board 0.05% No change 14,953 $1.7M
Beverly Hills Private Wealth, LLC 0.29% Reduce -3.5% 14,854 $1.7M
Aviso Financial Inc. 0.06% Add +4.5% 14,725 $1.7M
Impax Asset Management Group plc 0.01% New 14,632 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 14,621 $1.7M
LVW Advisors, LLC 0.16% Reduce -12.0% 14,601 $1.7M
Richard C. Young & CO., LTD. 0.14% Add +0.5% 14,467 $1.7M
Richmond Investment Services, LLC 0.27% Add +7.8% 14,303 $1.7M
Stablepoint Partners, LLC 0.25% Add +5.3% 14,279 $1.7M
Dark Forest Capital Management LP 0.15% Reduce -66.8% 14,274 $1.7M
HB Wealth Management, LLC 0.01% Add +13.2% 14,236 $1.6M
Drake & Associates, LLC 0.31% Add +39.3% 14,231 $1.6M
Icon Wealth Advisors, LLC 0.11% Add +6.8% 14,347 $1.6M
Curi Capital, LLC 0.03% Reduce -4.9% 14,091 $1.6M
Credit Agricole S A 0.01% Reduce -82.5% 14,001 $1.6M
Two Sigma Investments, LP 0.00% New 13,869 $1.6M
Midland Wealth Advisors, LLC 0.08% Add +2.0% 13,703 $1.6M
UNIVEST FINANCIAL Corp 0.09% Add +18.4% 13,559 $1.6M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -3.0% 13,536 $1.6M
Fiduciary Alliance LLC 0.09% Reduce -1.5% 13,589 $1.6M
Federation des caisses Desjardins du Quebec 0.01% Add +32.4% 13,400 $1.6M
MUFG Securities EMEA plc 0.02% No change 13,336 $1.5M
Diversified Enterprises, LLC 0.08% Add +290.5% 13,216 $1.5M
Stock Yards Bank & Trust Co. 0.05% Add +1.7% 13,202 $1.5M
IAG Wealth Partners, LLC 0.17% Add +30.0% 13,191 $1.5M
Heritage Family Offices, LLP 0.68% Reduce -33.6% 13,153 $1.5M
Precedent Wealth Partners, LLC 0.30% Add +11.6% 12,963 $1.5M
Banque Pictet & Cie SA 0.02% New 12,897 $1.5M
Ninepoint Partners LP 0.18% No change 12,863 $1.5M
Ameritas Advisory Services, LLC 0.06% Reduce -8.1% 12,827 $1.5M
Landaas & Co. /Wi 0.33% Add +0.0% 12,809 $1.5M
HM Payson & Co. 0.02% Add +8.3% 12,784 $1.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.4% 12,673 $1.5M
Twin Capital Management Inc. 0.18% Reduce -1.7% 12,387 $1.4M
Conning Inc. 0.05% Reduce -2.0% 12,372 $1.4M
Sigma Planning Corp 0.04% Add +0.3% 12,372 $1.4M
Coastal Bridge Advisors, LLC 0.10% Add +9.1% 12,269 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +11.9% 12,222 $1.4M
Cornell Pochily Investment Advisors, Inc. 0.41% Add +0.6% 12,146 $1.4M
Twin City Private Wealth, LLC 1.06% Reduce -4.7% 12,128 $1.4M
Verdence Capital Advisors LLC 0.08% Add +105.1% 12,072 $1.4M
Saudi Central Bank 0.03% New 12,007 $1.4M
Pinebridge Investments LLC 0.01% Reduce -49.0% 11,997 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +3.5% 11,944 $1.4M
Vise Technologies, Inc. 0.03% No change 13,041 $1.4M
Prospera Financial Services Inc 0.02% Add +3.1% 11,718 $1.4M
Enhancing Capital LLC 1.00% No change 11,706 $1.4M
Alps Advisors Inc. 0.01% Add +6.2% 11,701 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 11,700 $1.4M
Kampmann Melissa S. 1.09% No change 11,680 $1.4M
Welch & Forbes LLC 0.02% Reduce -0.7% 11,648 $1.3M
Hummer Financial Advisory Services Inc 0.95% No change 11,622 $1.3M
Citizens Financial Group Inc. 0.02% Add +3.6% 11,601 $1.3M
McGlone Suttner Wealth Management, Inc. 0.18% Add +0.3% 11,430 $1.3M
Arkadios Wealth Advisors 0.02% Reduce -6.4% 11,361 $1.3M
Blue Trust, Inc. 0.01% Reduce -29.6% 11,351 $1.3M
Blackhawk Capital Partners, LLC 0.48% Add +16.5% 11,332 $1.3M
Sumitomo Life Insurance Co. 0.03% New 11,236 $1.3M
Tower Research Capital LLC (TRC) 0.03% Add +100.9% 11,194 $1.3M
Waverly Advisors, LLC 0.01% Add +5.2% 11,190 $1.3M
Charter Capital Management, LLC\DE 0.65% Add +23.7% 11,187 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.53% Reduce -15.3% 11,133 $1.3M
Summit Financial, LLC 0.02% Add +3.7% 11,119 $1.3M
NewEdge Wealth, LLC 0.02% Reduce -10.9% 11,117 $1.3M
Profund Advisors LLC 0.05% Reduce -31.2% 11,104 $1.3M
Wealthspire Advisors, LLC 0.01% Reduce -5.3% 11,011 $1.3M
iSAM Funds (UK) Ltd 0.63% Reduce -73.7% 11,003 $1.3M
Venture Visionary Partners LLC 0.04% Add +0.3% 10,887 $1.3M
PFW Advisors LLC 0.40% Reduce -0.1% 10,856 $1.3M
Agf Management Ltd. 0.01% Reduce -4.5% 10,852 $1.3M
New Age Alpha Advisors, LLC 0.06% Add +304.9% 10,838 $1.3M
South Dakota Investment Council 0.02% No change 10,766 $1.2M
Empirical Finance, LLC 0.06% Reduce -0.1% 10,758 $1.2M
MSH Capital Advisors LLC 0.26% Add +0.6% 10,756 $1.2M
Tounjian Advisory Partners, LLC 0.45% Reduce -1.0% 10,694 $1.2M
Legacy Private Trust Co. 0.08% No change 10,684 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 10,658 $1.2M
NorthRock Partners, LLC 0.02% Reduce -2.5% 10,545 $1.2M
HighPoint Advisor Group LLC 0.05% Reduce -75.0% 10,507 $1.2M
Tidal Investments LLC 0.00% Add +40.5% 10,473 $1.2M
Quadrature Capital Ltd 0.01% New 10,464 $1.2M
Snowden Capital Advisors LLC 0.03% Add +24.9% 10,438 $1.2M
First Bank & Trust 0.19% Add +174.6% 10,434 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 10,413 $1.2M
Wbi Investments, LLC 0.33% New 10,234 $1.2M
Millington Securities, LLC 0.33% — 10,234 $1.2M
Apollon Wealth Management, LLC 0.02% Add +2.1% 10,211 $1.2M
MAI Capital Management 0.01% Add +18.9% 10,162 $1.2M
Catalyst Funds Management Pty Ltd 0.20% New 10,146 $1.2M
Wilmington Savings Fund Society, FSB 0.03% No change 9,940 $1.2M
RIA Advisory Group LLC 0.28% New 9,915 $1.1M
Buckley Wealth Management, LLC 0.29% Add +11.2% 9,899 $1.1M
Abc Arbitrage SA 0.15% New 9,846 $1.1M
Gsa Capital Partners LLP 0.07% Reduce -37.6% 9,776 $1.1M
Strategic Investment Advisors / MI 0.08% New 9,729 $1.1M
Rowlandmiller & Partners.adv 0.23% Reduce -7.7% 9,728 $1.1M
Wealth Architects, LLC 0.10% No change 9,701 $1.1M
Birch Financial Group, LLC 0.65% Add +0.9% 9,621 $1.1M
American State Bank (Iowa) 0.53% No change 9,584 $1.1M
Trueblood Wealth Management, LLC 0.43% Reduce -0.6% 9,571 $1.1M
Bank & Trust Co 0.74% No change 9,516 $1.1M
North Dakota State Investment Board 0.05% Reduce -14.1% 9,411 $1.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +0.6% 9,305 $1.1M
Metis Global Partners, LLC 0.03% Reduce -72.6% 9,277 $1.1M
Entropy Technologies, LP 0.05% Reduce -61.0% 9,250 $1.1M
Choreo, LLC 0.01% Reduce -6.7% 9,242 $1.1M
Hendershot Investments Inc. 0.14% No change 9,218 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -3.7% 9,113 $1.1M
Valmark Advisers, Inc. 0.01% Reduce -0.1% 9,089 $1.1M
Voya Financial Advisors, Inc. 0.10% Add +4.1% 9,151 $1.0M
Portside Wealth Group, LLC 0.14% Reduce -8.6% 9,023 $1.0M
Mufg Securities Americas Inc. 0.07% Add +2.8% 9,006 $1.0M
Plus Group Wealth Advisors LLC 1.14% Add +0.2% 8,963 $1.0M
Norden Group LLC 0.10% Reduce -8.4% 8,920 $1.0M
Portfolio Design Labs, LLC 0.18% Reduce -34.2% 8,916 $1.0M
IHT Wealth Management, LLC 0.02% Add +5.7% 8,863 $1.0M
Johnson Investment Counsel Inc. 0.01% Reduce -11.2% 8,862 $1.0M
Securian Asset Management, Inc. 0.04% No change 8,823 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +16.8% 8,782 $1.0M
Schmidt P J Investment Management Inc. 0.17% No change 8,748 $1.0M
Wesbanco Bank Inc. 0.03% Add +11.0% 8,714 $1.0M
Commerce Advisors, LLC 0.85% — 8,710 $1.0M
Modern Wealth Management, LLC 0.02% Add +7.5% 8,646 $1.0M
Chelsea Counsel Co. 0.45% No change 8,672 $1.0M
Brooklyn Investment Group 0.03% Add +51.4% 8,656 $1.0M
WNY Asset Management, LLC 0.10% — 8,649 $1.0M
Intrua Financial, LLC 0.11% Add +3.7% 8,592 $995K
Chicago Capital, LLC 0.03% Reduce -21.7% 8,564 $991K
EP Wealth Advisors, LLC 0.00% Add +19.2% 8,538 $988K
PFG Investments, LLC 0.05% Add +3.7% 8,490 $983K
Sierra Summit Advisors LLC 0.14% Add +6.3% 8,476 $981K
Montag A & Associates Inc. 0.05% No change 8,414 $974K
Kentucky Retirement Systems Insurance Trust Fund 0.07% No change 8,405 $973K
OneDigital Investment Advisors LLC 0.01% Add +7.4% 8,397 $972K
Westpac Banking Corp. 0.07% Add +2.2% 8,384 $971K
Quantbot Technologies LP 0.04% Reduce -70.2% 8,367 $969K
Hartford Funds Management Co LLC 0.08% Add +24.1% 8,346 $966K
Carnegie Investment Counsel 0.02% Add +4.2% 8,301 $961K
Private Harbour Investment Management & Counsel, LLC 1.05% Reduce -1.3% 8,280 $959K
Meeder Advisory Services, Inc. 0.04% Reduce -13.3% 8,227 $952K
Motley Fool Wealth Management, LLC 0.11% Reduce -27.1% 8,223 $952K
Callan Family Office, LLC 0.02% Reduce -5.7% 8,097 $937K
Fourpath Capital Management, LLC 0.13% Add +95.7% 8,094 $937K
LMR Partners LLP 0.01% Add +57.2% 8,046 $931K
First United Bank & Trust 0.30% Add +4.4% 8,045 $931K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -0.6% 7,999 $926K
Greenleaf Trust 0.01% Add +8.8% 7,998 $926K
Altshuler Shaham Ltd 0.02% Add +13.7% 7,953 $921K
Aristotle Atlantic Partners, LLC 0.04% No change 7,941 $919K
Exchange Traded Concepts, LLC 0.01% Reduce -3.9% 7,910 $916K
Winch Advisory Services, LLC 0.21% Add +0.6% 7,791 $902K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -2.9% 7,777 $900K
Revisor Wealth Management LLC 0.25% Add +0.9% 7,739 $896K
Triangle Securities Wealth Management 0.20% Reduce -0.0% 7,734 $895K
DF Dent & Co. Inc. 0.02% No change 7,732 $895K
Avantax Planning Partners, Inc. 0.02% Add +0.4% 7,644 $885K
Turning Point Benefit Group, Inc. 0.56% Reduce -0.9% 7,578 $885K
Clearstead Advisors, LLC 0.01% Reduce -11.7% 7,613 $881K
Beaton Management Co. Inc. 0.39% No change 7,584 $878K
Clifford Swan Investment Counsel LLC 0.03% No change 7,554 $875K
Heartland Bank & Trust Co 0.20% Add +49.4% 7,527 $871K
Obermeyer Wealth Partners 0.04% Reduce -8.3% 7,504 $869K
Romano Brothers and Company 0.10% Reduce -0.7% 7,499 $868K
Canada Post Corp Registered Pension Plan 0.03% No change 7,452 $863K
Gateway Wealth Partners, LLC 0.03% Add +147.0% 7,411 $858K
Waterway Wealth Management, LLC 0.19% Add +0.5% 7,410 $858K
Integrated Advisors Network LLC 0.04% Add +3.3% 7,400 $857K
Rehmann Capital Advisory Group 0.04% Add +17.5% 7,363 $852K
Investment House LLC 0.04% No change 7,300 $845K
Ascentis Independent Advisors 0.06% Add +114.5% 7,296 $845K
North Star Investment Management Corp. 0.05% No change 7,289 $844K
Martingale Asset Management L P 0.02% Reduce -37.0% 7,228 $837K
CHICAGO TRUST Co NA 0.13% Reduce -3.9% 7,214 $835K
Searle & Co. 0.21% Reduce -12.2% 7,200 $834K
Lazard Asset Management LLC 0.00% Reduce -68.2% 7,175 $831K
Venturi Wealth Management, LLC 0.04% Reduce -5.3% 7,146 $827K
Axxcess Wealth Management, LLC 0.03% Add +50.0% 7,019 $813K
Regal Investment Advisors LLC 0.05% Reduce -0.7% 6,996 $810K
Centiva Capital, LP 0.04% New 6,941 $804K
Steph & Co. 0.23% Reduce -1.4% 6,923 $801K
Tyche Wealth Partners LLC 0.12% Add +3.3% 6,875 $796K
Burling Wealth Partners, LLC 0.13% Reduce -14.9% 6,859 $794K
Legacy Wealth Managment, LLC 0.39% Add +0.7% 6,740 $780K
Stonebridge Capital Advisors LLC 0.05% Reduce -1.4% 6,715 $777K
UMB Bank, n.a. 0.01% Add +2.5% 6,550 $758K
Ti-Trust, Inc. 0.44% No change 6,430 $744K
Sagespring Wealth Partners, LLC 0.01% Add +10.5% 6,413 $742K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -26.0% 6,410 $742K
Elevation Point Wealth Partners, LLC 0.02% Add +26.3% 6,393 $740K
Evolve Private Wealth, LLC 0.04% Add +7.7% 6,370 $737K
Journey Retirement Planning & Investment Management LLC 0.64% Reduce -69.2% 6,313 $731K
Bradley Foster & Sargent Inc. 0.01% Reduce -12.8% 6,308 $730K
Journey Strategic Wealth LLC 0.02% Reduce -1.4% 6,262 $725K
Danske Bank A/S 0.00% Add +12.6% 6,259 $725K
Bridges Investment Management Inc. 0.01% Reduce -1.6% 6,237 $722K
Diversified Trust Co. 0.01% Add +1.3% 6,232 $721K
Advisors Capital Management, LLC 0.01% Add +19.1% 6,175 $715K
North Star Asset Management Inc. 0.03% Reduce -2.8% 6,170 $714K
Private Trust Co. NA 0.06% Add +5.6% 6,164 $714K
Trust Co. of Toledo NA 0.07% Reduce -5.3% 6,157 $713K
Harbour Investment Management LLC 0.38% Reduce -11.8% 6,115 $708K
Cerro Pacific Wealth Advisors LLC 0.18% Reduce -2.3% 6,085 $704K
Invst, LLC 0.08% New 6,082 $704K
CENTRAL TRUST Co 0.01% Add +7.1% 6,077 $704K
CWS Financial Advisors, LLC 0.18% Add +7.2% 6,055 $701K
Assenagon Asset Management S.A. 0.00% Reduce -96.9% 6,043 $700K
Focus Financial Network, Inc. 0.03% Add +1.2% 6,034 $699K
Dakota Wealth Management 0.02% Reduce -0.1% 6,031 $698K
Advisors Management Group Inc. 0.13% Reduce -3.9% 6,006 $695K
Prime Capital Investment Advisors, LLC 0.01% Add +4.0% 5,989 $693K
Elevated Capital Advisors, LLC 0.17% Reduce -1.0% 5,942 $688K
Ballentine Partners, LLC 0.01% No change 5,933 $687K
Haverford Trust Co 0.01% Add +27.2% 5,842 $676K
TBH Global Asset Management, LLC 0.14% Add +0.2% 5,834 $675K
Signaturefd, LLC 0.01% Reduce -2.4% 5,829 $675K
GTS Securities LLC 0.02% Add +77.8% 5,766 $668K
Kesler, Norman & Wride, LLC 0.11% Add +0.1% 5,755 $666K
Centennial Wealth Advisory LLC 0.16% Add +9.5% 5,722 $663K
Compound Planning, Inc. 0.02% Reduce -27.9% 5,687 $658K
ARS Wealth Advisors Group, LLC 0.06% New 5,674 $657K
Moors & Cabot, Inc. 0.03% Add +1.8% 5,640 $653K
Syon Capital LLC 0.03% Reduce -12.4% 5,608 $649K
Rwa Wealth Partners, LLC 0.01% Reduce -7.6% 5,602 $649K
City State Bank 0.17% Reduce -0.2% 5,580 $646K
ProVise Management Group, LLC 0.05% Add +2.6% 5,541 $641K
Aviva PLC 0.00% Add +5.4% 5,527 $640K
Brown Brothers Harriman & Co. 0.00% Add +65.0% 5,523 $639K
Walleye Capital LLC 0.00% Add +6239.1% 5,515 $638K
Moneta Group Investment Advisors LLC 0.00% Add +53.4% 5,490 $636K
Madison Asset Management, LLC 0.01% New 5,485 $635K
Park Place Capital Corp 0.13% Add +147.3% 5,463 $632K
Eastern Bank 0.01% Add +0.3% 5,422 $628K
Financial Advisors Network, Inc. 0.09% Add +8.4% 5,416 $627K
Resources Management Corp. /CT/ 0.08% No change 5,409 $626K
Blossom Wealth Management 0.93% Reduce -7.4% 5,406 $626K
Aptus Capital Advisors, LLC 0.01% Reduce -19.0% 5,379 $623K
Parallel Advisors, LLC 0.01% Add +20.8% 5,356 $620K
Hutner Capital Management Inc. 0.25% Reduce -0.4% 5,336 $618K
Lloyd Advisory Services, LLC. 0.18% Add +718.6% 5,321 $616K
Kingdom Financial Group LLC. 0.18% Reduce -0.4% 5,321 $616K
Coldstream Capital Management Inc. 0.01% Reduce -4.0% 5,278 $611K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.8% 5,267 $610K
Diversify Wealth Management, LLC 0.01% New 5,327 $610K
MPS Loria Financial Planners, LLC 0.16% Reduce -1.5% 5,245 $607K
Odyssean, LLC 0.22% New 5,233 $606K
Gradient Investments LLC 0.01% No change 5,233 $606K
V-Square Quantitative Management LLC 0.06% Add +29.9% 5,230 $605K
Tema ETFs LLC 0.04% Add +0.4% 5,222 $605K
Boston Family Office LLC 0.04% New 5,211 $603K
TCW Group Inc. 0.00% Add +5.1% 5,191 $601K
Loudon Investment Management, LLC 0.32% No change 5,180 $600K
SYM FINANCIAL Corp 0.06% Reduce -0.9% 5,179 $600K
Paragon Private Wealth Management, LLC 0.19% Reduce -3.5% 5,179 $600K
Tsfg, LLC 0.09% Add +0.7% 5,168 $598K
Dougherty & Associates, LLC 0.55% Reduce -1.7% 5,162 $598K
Capital Advisors Inc. 0.01% Add +42.1% 5,156 $597K
Daymark Wealth Partners, LLC 0.02% Reduce -9.8% 5,112 $592K
Faithward Advisors, LLC 0.08% Add +1.7% 5,049 $585K
Fifth Third Wealth Advisors LLC 0.02% Add +11.1% 5,007 $580K
FWL Investment Management, LLC 0.13% New 5,000 $579K
Fiduciary Trust Co 0.01% Reduce -52.9% 4,959 $574K
Savvy Advisors, Inc. 0.02% Add +81.5% 4,931 $571K
Caprock Group, LLC 0.01% Reduce -44.7% 4,923 $570K
Advyzon Investment Management, LLC 0.05% Add +87.9% 4,902 $567K
Partnership Wealth Management, LLC 0.43% No change 4,900 $567K
Midwest Trust Co 0.01% Reduce -37.0% 4,900 $567K
Moisand Fitzgerald Tamayo, LLC 0.06% No change 4,893 $566K
CreativeOne Wealth, LLC 0.01% Add +3.6% 4,856 $562K
Teacher Retirement System of Texas 0.00% Reduce -54.3% 4,850 $561K
Colter Lewis Investment Partners LLC 0.53% No change 4,846 $561K
Spectrum Investment Advisors, Inc. 0.28% Add +0.3% 4,825 $559K
Mill Capital Management, LLC 0.04% No change 4,824 $558K
Voleon Capital Management LP 0.01% New 4,806 $556K
Badgley Phelps Wealth Managers, LLC 0.01% Add +4.3% 4,792 $555K
HBK Sorce Advisory LLC 0.01% Reduce -18.3% 4,948 $552K
Trivium Point Advisory, LLC 0.10% Reduce -11.8% 4,743 $549K
Financial Advisory Partners, LLC 0.15% Reduce -2.9% 4,718 $546K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Reduce -1.0% 4,718 $546K
Advisor OS, LLC 0.04% Add +144.8% 4,717 $546K
Csenge Advisory Group 0.03% Reduce -5.7% 4,711 $545K
Phillips Wealth Planners LLC 0.41% Add +33.4% 4,824 $544K
Banco Santander, S.A. 0.00% New 4,671 $541K
Skba Capital Management LLC 0.07% No change 4,665 $540K
Smith, Moore & Co. 0.04% Reduce -0.8% 4,663 $540K
Simplicity Wealth,LLC 0.03% Add +1.6% 4,654 $539K
Florida Trust Wealth Management Co 0.01% No change 4,622 $535K
Gibbs Wealth Management 0.07% Add +53.8% 4,589 $531K
EverSource Wealth Advisors, LLC 0.02% Add +9.8% 4,584 $531K
GAM Holding AG 0.05% New 4,559 $528K
Segment Wealth Management, LLC 0.03% Reduce -6.6% 4,549 $527K
West Paces Advisors Inc. 0.10% Reduce -3.7% 4,542 $526K
Brown Miller Wealth Management, LLC 0.15% Reduce -3.5% 4,528 $524K
Hudock, Inc. 0.08% No change 4,513 $523K
Perigon Wealth Management, LLC 0.01% Add +24.3% 4,504 $521K
Chesley Taft & Associates LLC 0.02% Reduce -1.9% 4,482 $519K
Marshall Investment Management, LLC 0.25% Add +0.8% 4,481 $519K
Boothbay Fund Management, LLC 0.01% Reduce -53.0% 4,470 $517K
Crewe Advisors LLC 0.04% Add +0.7% 4,379 $507K
Colonial Trust Advisors 0.04% No change 4,372 $506K
Marble Harbor Investment Counsel, LLC 0.05% Add +9.7% 4,368 $506K
Quantum Portfolio Management LLC 0.22% Reduce -2.5% 4,350 $504K
Thrive Wealth Management, LLC 0.07% Reduce -18.9% 4,335 $502K
Forum Financial Management, LP 0.01% Reduce -1.7% 4,322 $500K
Cary Street Partners Investment Advisory LLC 0.13% Add +5.4% 4,319 $500K
WoodTrust Financial Corp 0.06% No change 4,321 $500K
Redmond Asset Management, LLC 0.14% Reduce -2.3% 4,300 $498K
Kera Capital Partners, Inc. 0.06% Add +5.7% 4,254 $492K
Carl P. Sherr & Co., LLC 0.23% Reduce -1.0% 4,249 $492K
Oarsman Capital, Inc. 0.06% Reduce -4.7% 4,241 $491K
Frec Markets, Inc. 0.08% Add +116.8% 4,223 $489K
Ritholtz Wealth Management 0.01% New 4,213 $488K
Old Second National Bank of Aurora 0.10% No change 4,196 $486K
AlphaStar Capital Management, LLC 0.04% Add +3.2% 4,189 $485K
Certior Financial Group, LLC 0.31% Add +3.3% 4,177 $484K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.5% 4,168 $483K
Keystone Financial Group 0.03% Add +64.4% 4,152 $481K
Aprio Wealth Management, LLC 0.03% Add +20.0% 4,113 $476K
Bullock Wealth Management Group 0.24% Add +0.5% 4,098 $476K
Harvest Fund Management Co., Ltd 0.02% Reduce -71.3% 4,103 $475K
Mission Wealth Management, LP 0.01% Reduce -11.2% 4,088 $473K
Kovack Advisors, Inc. 0.03% Reduce -0.3% 4,077 $473K
Duncker Streett & Co. Inc. 0.09% Add +10.9% 4,058 $470K
Praxis Investment Management Inc. 0.03% No change 4,050 $469K
Master's Wealth Management Inc. 0.16% Add +43.8% 4,043 $468K
Moody LYNN Lieberson & Walker, LLC 0.03% Reduce -0.6% 4,029 $466K
Carret Asset Management, LLC 0.05% No change 4,000 $463K
Vontobel Holding Ltd. 0.00% No change 3,982 $461K
International Private Wealth Advisors LLC 0.28% Add +2.8% 3,975 $460K
VeraBank, N.A. 0.08% Reduce -28.6% 3,966 $459K
Bruce & Co., Inc. 0.13% No change 3,945 $457K
Zhang Financial LLC 0.02% Reduce -1.6% 3,931 $455K
Tarbox Family Office, Inc. 0.07% Reduce -8.0% 3,918 $454K
Indivisible Partners 0.04% Add +9.6% 3,889 $450K
West Family Investments, Inc. 0.16% Add +0.2% 3,853 $446K
Smithfield Trust Co 0.02% Add +1.3% 3,856 $445K
Brandywine Oak Private Wealth LLC 0.04% Add +0.9% 3,824 $443K
Appleton Partners Inc. 0.03% No change 3,806 $441K
Signet Private Wealth LLC 0.42% No change 3,793 $439K
McDonough Capital Management, Inc 0.24% No change 3,788 $439K
Impact Partnership Wealth, LLC 0.05% No change 3,770 $436K
CWA Asset Management Group, LLC 0.01% Add +9.5% 3,760 $435K
AdvisorNet Financial, Inc 0.02% Add +0.8% 3,739 $433K
OpenArc Corporate Advisory, LLC 0.01% Add +4.1% 3,724 $431K
Legacy Capital Wealth Partners, LLC 0.09% Add +22.4% 3,719 $431K
ZWJ Investment Counsel Inc. 0.02% No change 3,719 $431K
Buska Wealth Management, LLC 0.17% Add +29.0% 3,700 $428K
PAX Financial Group, LLC 0.07% Reduce -21.1% 3,700 $428K
Zacks Investment Management 0.00% Add +0.6% 3,687 $427K
WealthTrust Axiom LLC 0.10% No change 3,666 $424K
Hanson & Doremus Investment Management 0.05% Reduce -2.2% 3,659 $424K
Dynamic Advisor Solutions LLC 0.01% Add +1.3% 3,662 $424K
Smartleaf Asset Management LLC 0.02% Add +14.9% 3,669 $423K
Integrity Alliance, Llc. 0.02% Add +0.8% 3,634 $421K
Avestar Capital, LLC 0.03% Add +13.0% 3,618 $419K
Nilsine Partners, LLC 0.03% Add +1.5% 3,637 $419K
OneAscent Financial Services LLC 0.02% Add +44.4% 3,609 $418K
Stonehaven Wealth & Tax Solutions, LLC 0.36% Add +1.7% 3,562 $412K
Brighton Jones LLC 0.01% New 3,554 $411K
Wealthquest Corp 0.03% Add +1.4% 3,529 $409K
Aaron Wealth Advisors LLC 0.02% Reduce -42.0% 3,529 $409K
Cornerstone Enterprises, LLC 0.20% No change 3,524 $408K
Avaii Wealth Management, LLC 0.14% Add +10.1% 3,522 $408K
Spire Wealth Management 0.01% Add +738.5% 3,505 $406K
Chicago Partners Investment Group LLC 0.01% Add +21.8% 3,548 $402K
Hilltop Holdings Inc. 0.04% Reduce -84.2% 3,463 $401K
Candriam S.C.A. 0.00% No change 3,456 $400K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -0.1% 3,455 $400K
Greenfield Savings Bank 0.17% Reduce -0.7% 3,427 $397K
Monument Capital Management 0.10% Reduce -24.5% 3,418 $396K
PFG Advisors 0.02% New 3,405 $394K
Strategy Asset Managers LLC 0.06% Reduce -0.6% 3,402 $394K
Fisher Asset Management 0.00% Add +56.6% 3,401 $394K
F/m Investments LLC 0.03% Reduce -1.7% 3,401 $394K
Nvest Financial, LLC 0.15% No change 3,398 $393K
Maple Capital Management, Inc. 0.03% No change 3,367 $390K
Hibernia Wealth Partners, LLC 0.12% Add +3.3% 3,367 $390K
Wedmont Private Capital 0.01% Reduce -4.0% 3,320 $389K
Keudell/Morrison Wealth Management 0.08% New 3,354 $388K
Qtron Investments LLC 0.05% No change 3,354 $388K
SageView Advisory Group, LLC 0.01% Reduce -13.7% 3,335 $386K
Livet Wealth, LLC 0.25% Reduce -5.4% 3,335 $386K
Aegis Wealth Management LLC 0.22% Reduce -0.8% 3,296 $382K
Sunpointe, LLC 0.12% Add +50.0% 3,263 $378K
Sterling Investment Advisors LLC 0.18% No change 3,262 $378K
McCarter Private Wealth Services LLC 0.16% Add +0.2% 3,253 $377K
SkyView Investment Advisors, LLC 0.05% New 3,249 $376K
PUREfi Wealth, LLC 0.24% Add +0.4% 3,223 $373K
Maridea Wealth Management LLC 0.05% New 3,202 $371K
Insight Wealth Strategies, LLC 0.04% Reduce -14.6% 3,199 $370K
Aster Capital Management (DIFC) Ltd 0.12% Add +60.1% 3,381 $368K
Glenview Trust Co 0.01% Reduce -14.7% 3,175 $368K
IMC-Chicago, LLC 0.01% New 3,173 $367K
Gladstone Institutional Advisory LLC 0.01% Add +11.6% 3,156 $365K
True Vision MN LLC 0.19% Add +0.8% 3,152 $365K
Cypress Wealth Services, LLC 0.05% Reduce -0.6% 3,149 $365K
GeoWealth Management, LLC 0.01% Add +1.6% 3,148 $364K
1ST Source Bank 0.02% Add +4.0% 3,141 $364K
Argent Trust Co 0.01% Add +28.9% 3,141 $364K
Cigna Investments Inc. 0.06% No change 3,135 $363K
Arbor Trust Wealth Advisors, LLC 0.16% No change 3,120 $361K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -5.1% 3,111 $359K
Rexford Capital Inc. 0.26% No change 3,086 $357K
Commerzbank Aktiengesellschaft 0.01% Reduce -62.9% 3,086 $357K
Checchi Capital Advisers, LLC 0.02% Add +25.9% 3,083 $357K
Cary Street Partners Financial LLC 0.01% Add +4.3% 3,069 $355K
Independent Financial Group, LLC 0.01% Add +2.5% 3,067 $355K
Roberts Financial Services LLC 0.11% No change 3,059 $354K
Frank, Rimerman Advisors LLC 0.02% Add +0.1% 3,059 $354K
Walkner Condon Financial Advisors LLC 0.05% Add +2.4% 3,056 $354K
Gryphon Financial Partners LLC 0.04% Add +4.0% 3,056 $354K
Patrick M Sweeney & Associates, Inc. 0.23% Add +1.5% 3,040 $352K
Fulcrum Asset Management LLP 0.05% Reduce -82.0% 3,046 $351K
Dahring | Cusmano LLC 0.22% Add +0.8% 3,030 $351K
Jacobi Capital Management LLC 0.02% Reduce -3.0% 3,019 $350K
Western Wealth Management, LLC 0.01% Reduce -3.7% 3,005 $348K
LS Investment Advisors, LLC 0.05% No change 3,000 $347K
Bingham Private Wealth, LLC 0.28% Add +0.9% 2,996 $347K
Bank of Stockton 0.11% No change 2,982 $345K
Graybill Wealth Management, LTD. 0.11% No change 2,981 $345K
Defined Wealth Management, LLC 0.20% Add +0.1% 2,971 $344K
Chesapeake Asset Management LLC 0.28% Reduce -8.1% 2,970 $344K
Moment Partners, LLC 0.06% Reduce -0.4% 2,948 $341K
Compass Financial Group, INC 0.05% No change 2,938 $340K
Sovereign Investment Advisors, LLC 0.07% New 2,937 $340K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,931 $339K
Beacon Investment Advisors LLC 0.13% Add +0.3% 2,907 $337K
Wealth Enhancement Trust Services, Inc. 0.04% Reduce -1.7% 2,900 $336K
Principle Wealth Partners LLC 0.02% No change 2,895 $335K
FSM Wealth Advisors, LLC 0.04% Add +2.0% 2,883 $334K
BankChampaign, National Association 0.33% Reduce -25.9% 2,881 $334K
Madison Wealth Partners, Inc 0.05% New 2,867 $332K
truNorth Financial Services, Inc. 0.34% No change 2,842 $329K
Krilogy Financial LLC 0.01% New 2,824 $329K
Summit Asset Management, LLC 0.05% No change 2,835 $328K
Fidelis Capital Partners, LLC 0.02% Add +2.8% 2,834 $328K
DSG Capital Advisors, LLC 0.05% No change 2,827 $327K
Dividend Assets Capital, LLC 0.06% Add +45.1% 2,810 $325K
71 West Capital Partners 0.01% Reduce -1.2% 2,808 $325K
MBE Wealth Management, LLC 0.13% No change 2,793 $323K
Lodestone Wealth Management LLC 0.13% No change 2,787 $323K
Quadrant Capital Group LLC 0.01% Reduce -1.0% 2,784 $322K
D L Carlson Investment Group Inc. 0.06% No change 2,776 $321K
Alhambra Investment Management LLC 0.15% No change 2,768 $320K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $318K
Successful Portfolios LLC 0.17% No change 2,732 $316K
Guardian Capital, LLC 0.30% Reduce -34.4% 2,704 $313K
Essex Financial Services, Inc. 0.02% Reduce -1.2% 2,703 $313K
Pekin Hardy Strauss, Inc. 0.03% New 2,701 $313K
Parkside Financial Bank & Trust 0.02% Add +0.3% 2,700 $313K
CFS Investment Advisory Services, LLC 0.02% Add +3.1% 2,694 $312K
Live Oak Private Wealth LLC 0.04% No change 2,692 $312K
Liberty Wealth Management LLC 0.04% Add +12.7% 2,688 $311K
Capital Asset Advisory Services LLC 0.01% Reduce -4.3% 2,702 $311K
Certuity, LLC 0.02% New 2,684 $311K
Turtle Creek Wealth Advisors, LLC 0.02% Add +33.9% 2,674 $310K
Mather Group, Llc. 0.00% Add +1.4% 2,671 $309K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.2% 2,662 $308K
Heritage Investors Management Corp. 0.01% New 2,660 $308K
Ironwood Investment Counsel, LLC 0.04% No change 2,654 $307K
Grant Private Wealth Management Inc 0.16% New 2,644 $306K
Atlantic Union Bankshares Corp 0.01% Add +14.0% 2,642 $306K
Connecticut Capital Management Group, LLC 0.29% Reduce -0.1% 2,634 $305K
Bailard, Inc. 0.01% Add +0.1% 2,634 $305K
Busey Bank 0.01% Reduce -3.7% 2,629 $304K
Expressive Wealth LLC 0.29% Reduce -4.5% 2,668 $304K
Intrust Bank NA 0.02% New 2,614 $303K
Planning Center, Inc. 0.03% Add +9.6% 2,611 $302K
MTM Investment Management, LLC 0.10% No change 2,610 $302K
Hurlow Wealth Management Group, Inc. 0.07% Add +0.1% 2,610 $302K
FDx Advisors, Inc. 0.10% New 2,607 $302K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,605 $302K
CX Institutional 0.01% Add +20.1% 2,603 $301K
OV Management LLC 0.61% Reduce -73.3% 2,598 $301K
Kingsbury Capital Investment Advisors LLC 0.28% — 2,588 $300K
Capital Investment Services of America, Inc. 0.03% No change 2,586 $299K
Premier Path Wealth Partners, LLC 0.04% Reduce -3.6% 2,581 $299K
Pure Financial Advisors, LLC 0.00% Add +11.3% 2,581 $299K
VestGen Advisors, LLC 0.01% New 2,645 $298K
John G Ullman & Associates Inc. 0.04% No change 2,566 $297K
Providence Wealth Advisors, LLC 0.19% Add +0.0% 2,548 $297K
Perennial Investment Advisors, LLC 0.02% Add +23.1% 2,554 $296K
HUB Investment Partners, LLC 0.01% Add +33.4% 2,553 $296K
Xcelsior Advisor Partners LLC 0.11% New 2,546 $295K
Cibc World Market Inc. 0.00% Reduce -44.5% 2,542 $294K
OneAscent Investment Solutions LLC 0.29% Add +29.8% 2,536 $294K
Pinnacle West Asset Management, Inc. 0.20% Reduce -2.3% 2,520 $292K
Walsh & Associates, LLC 0.29% No change 2,484 $288K
Tower Wealth Partners, Inc. 0.16% Add +5.1% 2,482 $287K
Integris Wealth Management, LLC 0.07% No change 2,477 $287K
Norris Perne & French LLP 0.01% Reduce -11.0% 2,467 $286K
Everpar Advisors LLC 0.10% Add +25.3% 2,465 $285K
Sowell Financial Services LLC 0.01% Reduce -32.8% 2,460 $285K
Midwest Professional Planners, LTD. 0.07% No change 2,457 $284K
AMG National Trust Bank 0.01% Add +14.5% 2,433 $282K
Keystone Financial Group, Inc. 0.15% Add +0.3% 2,422 $280K
Evergreen Capital Management LLC 0.01% New 2,417 $280K
Code Waechter LLC 0.17% Reduce -1.6% 2,417 $280K
First Foundation Advisors 0.01% Reduce -1.6% 2,415 $280K
Continuum Advisory, LLC 0.03% Reduce -5.9% 2,407 $279K
International Assets Investment Management, LLC 0.02% Reduce -4.6% 2,390 $278K
Dala Group, LLC 0.23% No change 2,398 $278K
Trust Point Inc. 0.02% Add +0.3% 2,389 $277K
Atlantic Family Wealth, LLC 0.20% New 2,383 $276K
Navera Investment Management Ltd. 0.01% No change 2,380 $275K
Baker Ellis Asset Management LLC 0.03% No change 2,372 $275K
Hilltop Partners LLC 0.07% No change 2,370 $274K
Choate Investment Advisors 0.01% Add +0.8% 2,365 $274K
FIL Ltd 0.00% Reduce -97.4% 2,364 $274K
Atticus Wealth Management, LLC 0.07% Reduce -7.5% 2,350 $272K
Resonant Capital Advisors, LLC 0.01% New 2,349 $272K
Capital Investment Advisors, LLC 0.00% Add +14.6% 2,344 $271K
Roman Butler Fullerton & Co. 0.07% No change 2,310 $271K
Ontario Teachers Pension Plan Board 0.01% Reduce -95.2% 2,334 $270K
LCNB Corp. 0.09% No change 2,318 $268K
Astoria Portfolio Advisors LLC. 0.06% Reduce -2.5% 2,331 $268K
Drive Wealth Management, LLC 0.06% Reduce -3.1% 2,312 $268K
Alliance Wealth Advisors, LLC 0.13% Reduce -0.0% 2,306 $267K
Spirepoint Private Client, LLC 0.03% Reduce -2.3% 2,286 $265K
Sapient Capital LLC 0.00% New 2,285 $265K
Petersen Hastings Wealth Advisors Inc. 0.02% No change 2,282 $264K
Pinnacle Financial Partners, Inc. 0.00% Add +2.2% 2,272 $263K
Valeo Financial Advisors, LLC 0.01% Add +11.6% 2,249 $260K
U.S. Capital Wealth Advisors, LLC 0.01% Add +7.9% 2,246 $260K
L2 Asset Management, LLC 0.02% New 2,237 $259K
Cambria Investment Management, L.P. 0.01% Reduce -6.7% 2,234 $259K
Financial Engines Advisors L.L.C. 0.00% Reduce -28.2% 2,233 $259K
Second Line Capital, LLC 0.05% Add +0.2% 2,191 $258K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -1.6% 2,209 $256K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +24433.3% 2,208 $256K
Supplemental Annuity Collective Trust of NJ 0.07% New 2,202 $255K
Perkins Coie Trust Co 0.05% No change 2,202 $255K
Meadowbrook Advisors Group, LLC 0.15% No change 2,200 $255K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.09% Reduce -10.8% 2,200 $255K
CFM Wealth Partners LLC 0.04% No change 2,197 $254K
Cozad Asset Management Inc. 0.02% No change 2,194 $254K
Blue Chip Partners, LLC 0.02% Reduce -10.7% 2,192 $254K
Avidian Wealth Enterprises, LLC 0.01% Add +11.3% 2,187 $253K
WealthShield Partners, LLC 0.03% No change 2,179 $252K
Longboard Asset Management, LP 4.35% No change 2,177 $252K
Hager Investment Management Services, LLC 0.14% No change 2,170 $251K
Inspirion Wealth Advisors, LLC 0.03% Add +0.1% 2,168 $251K
Tocqueville Asset Management L.P. 0.00% Reduce -2.7% 2,151 $249K
Weaver Capital Management LLC 0.05% Reduce -12.8% 2,150 $249K
Sound Income Strategies, LLC 0.01% Reduce -3.4% 2,140 $249K
Crestwood Advisors Group, LLC 0.00% Add +10.0% 2,137 $247K
Hexagon Capital Partners LLC 0.04% New 2,136 $247K
Mowery & Schoenfeld Wealth Management, LLC 0.38% Reduce -4.0% 2,133 $247K
Connecticut Wealth Management, LLC 0.01% Add +1.2% 2,132 $247K
Laurel Oak Wealth Management, LLC 0.04% New 2,132 $247K
Equitable Trust Co. 0.01% Add +3.4% 2,132 $247K
Isthmus Partners, LLC 0.03% Reduce -5.8% 2,129 $246K
RDA Financial Network 0.06% Reduce -3.5% 2,126 $246K
Blake Schutter Theil Wealth Advisors, LLC 0.20% Reduce -0.9% 2,122 $246K
Independent Wealth Network Inc. 0.07% Reduce -21.8% 2,110 $244K
Howe & Rusling Inc. 0.02% Reduce -2.5% 2,107 $244K
AssuredPartners Investment Advisors, LLC 0.03% Reduce -36.5% 2,081 $243K
Essex Bank 0.05% Reduce -0.1% 2,091 $242K
Greenwich Wealth Management LLC 0.01% No change 2,090 $242K
Neville Rodie & Shaw Inc. 0.02% No change 2,078 $241K
KOM Wealth Management Group, LLC 0.16% Reduce -2.1% 2,076 $240K
Kingswood Wealth Advisors, LLC 0.01% New 2,068 $239K
Ausdal Financial Partners, Inc. 0.01% Reduce -23.1% 2,062 $239K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 2,052 $238K
Cullen/Frost Bankers, Inc. 0.00% Reduce -8.3% 2,051 $237K
KilterHowling LLC 0.12% Add +0.6% 2,050 $237K
Stokes Capital Advisors, LLC 0.05% New 2,050 $237K
Balefire, LLC 0.04% Reduce -3.8% 2,048 $237K
Inscription Capital, LLC 0.02% Add +0.4% 2,045 $237K
Plotkin Financial Advisors, LLC 0.12% No change 2,042 $236K
COFG Advisors, LLC 0.06% Add +0.8% 2,042 $236K
Panagora Asset Management Inc. 0.00% Reduce -77.4% 2,041 $236K
Plancorp, LLC 0.01% Add +1.7% 2,008 $236K
Asset One Wealth Management LLC 0.03% Reduce -6.2% 2,076 $236K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -1.3% 2,024 $234K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 2,016 $233K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 2,000 $232K
Tompkins Financial Corp. 0.02% No change 2,000 $232K
Ascentis Wealth Management, LLC 0.05% Add +39.5% 1,997 $231K
ShankerValleau Wealth Advisors, Inc. 0.07% No change 1,993 $231K
Concorde Asset Management, LLC 0.11% Reduce -2.1% 1,978 $229K
Oxbow Advisors, LLC 0.02% Reduce -22.8% 1,971 $228K
Community Bank & Trust, Waco, Texas 0.04% No change 1,964 $227K
LVZ, Inc. 0.03% New 1,955 $226K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,952 $226K
Addison Advisors LLC 0.05% No change 1,941 $225K
Cape Investment Advisory, Inc. 0.07% Add +3.5% 1,938 $224K
Gladwyn Financial Advisors, Inc. 0.16% No change 1,929 $223K
OMC Financial Services LTD 0.09% No change 1,922 $223K
D'Orazio & Associates, Inc. 0.03% New 1,914 $222K
O'Domhnaill Enterprises, Inc. 0.18% New 1,912 $221K
Pacific Capital Wealth Advisors, Inc. 0.04% No change 1,905 $221K
Boston Research & Management Inc. 0.05% No change 1,902 $220K
Larson Financial Group LLC 0.01% Add +12.0% 1,898 $220K
First Command Advisory Services, Inc. 0.00% Add +1.3% 1,897 $220K
Tradition Wealth Management, LLC 0.02% New 1,889 $219K
Summitry LLC 0.01% New 1,889 $219K
IFS Group,LLC 0.19% — 1,879 $218K
Optas, LLC 0.03% Reduce -3.5% 1,877 $217K
Genesis Private Wealth, LLC 0.07% New 1,871 $217K
Sandro Wealth Management LLC 0.17% New 1,868 $216K
SVB Wealth LLC 0.01% Reduce -10.2% 1,862 $215K
Clark Asset Management, LLC 0.02% New 1,848 $214K
Finward Bancorp 0.17% New 1,843 $213K
Pinnacle Associates Ltd. 0.00% New 1,839 $213K
Lazari Capital Management, Inc. 0.07% New 1,822 $211K
Bill Few Associates, Inc. 0.05% New 1,819 $211K
Crews Bank & Trust 0.03% No change 1,814 $210K
Ipswich Investment Management Co., Inc. 0.05% New 1,812 $210K
Enterprise Financial Services Corp 0.11% New 1,811 $210K
Flagship Harbor Advisors, LLC 0.01% No change 1,807 $209K
Next Capital Management LLC 0.06% New 1,806 $209K
Brady Family Wealth, LLC 0.07% New 1,804 $209K
Endowment Wealth Management, Inc. 0.09% New 1,802 $209K
Biltmore Family Office, LLC 0.03% New 1,802 $209K
RiverFront Investment Group, LLC 0.00% New 1,802 $209K
Correct Capital Wealth Management 0.04% New 1,800 $208K
Performance Wealth Partners, LLC 0.01% New 1,797 $208K
Transamerica Financial Advisors, LLC 0.02% Add +66.9% 1,781 $206K
Ieq Capital, LLC 0.00% Reduce -29.2% 1,779 $206K
Radnor Capital Management, LLC 0.03% New 1,778 $206K
Shelton Capital Management 0.00% New 1,770 $205K
Wrapmanager Inc. 0.07% New 1,767 $205K
Artesa Financial Group, LLC 0.19% New 1,764 $204K
Old North State Wealth Management, LLC 0.09% Reduce -18.6% 1,761 $204K
Walker Asset Management, LLC 0.11% New 1,760 $204K
LMCG Investments, LLC 0.01% New 1,750 $203K
Monetary Management Group Inc. 0.05% No change 1,750 $203K
Modera Wealth Management, LLC 0.00% New 1,747 $202K
Guinness Asset Management LTD 0.00% Add +66.2% 1,715 $199K
Operose Advisors LLC 0.05% Add +7.8% 1,704 $197K
Hills Bank & Trust Co 0.01% Reduce -10.0% 1,686 $195K
Virtus Investment Advisers, LLC 0.05% Add +8.4% 1,680 $194K
Richardson Financial Services Inc. 0.12% Reduce -2.9% 1,676 $194K
Fideuram Asset Management (Ireland) dac 0.02% Add +77.2% 1,735 $193K
JNBA Financial Advisors 0.02% Add +33.3% 1,664 $193K
Creative Financial Designs Inc. 0.01% Add +35.9% 1,633 $189K
TIAA Wealth Investment Management LLC 0.00% — 1,598 $185K
Versant Capital Management, Inc 0.02% Add +88.3% 1,576 $182K
Strategic Investment Solutions, Inc. 0.04% Add +71.3% 1,487 $172K
Quent Capital, LLC 0.01% Add +2.5% 1,436 $166K
Whittier Trust Co. 0.00% Add +6.0% 1,412 $165K
Measured Wealth Private Client Group, LLC 0.04% No change 1,412 $163K
Align Financial, LLC 0.09% Reduce -99.0% 1,405 $163K
Trust Co 0.01% Add +0.8% 1,379 $160K
Meramec Financial Planners, LLC 0.06% Add +0.2% 1,386 $160K
Financial Perspectives, Inc 0.04% No change 1,338 $155K
NBT Bank, N.A. 0.01% Add +150.3% 1,314 $152K
Quarry LP 0.03% Reduce -71.8% 1,222 $141K
CoreCap Advisors, LLC 0.00% Add +0.8% 1,213 $140K
Centaurus Financial, Inc. 0.01% Add +0.2% 1,212 $140K
Signature Equity Partners, LLC 0.07% Add +18.5% 1,187 $137K
Financial Network Wealth Advisors LLC 0.14% Reduce -6.3% 1,150 $133K
Avanza Fonder AB 0.00% Add +10.0% 1,134 $131K
Evermay Wealth Management LLC 0.01% No change 1,128 $131K
St Germain D J Co. Inc. 0.00% Reduce -4.5% 1,060 $123K
TFC Financial Management, Inc. 0.01% No change 1,054 $122K
Optiver Holding B.V. 0.00% Reduce -18.5% 1,050 $122K
RMG Wealth Management LLC 0.01% No change 1,059 $119K
Daytona Street Capital LLC 0.09% No change 1,000 $116K
Pinnacle Bancorp, Inc. 0.03% No change 982 $114K
Prestige Wealth Management Group LLC 0.02% No change 976 $113K
SJS Investment Consulting Inc. 0.01% Add +8.8% 966 $112K
Cromwell Holdings LLC 0.06% Add +0.9% 955 $111K
Capital Advisors, Ltd. LLC 0.01% No change 913 $106K
Acropolis Investment Management, LLC 0.00% New 903 $105K
First Pacific Financial 0.01% No change 902 $104K
CYBER HORNET ETFs LLC 0.07% Reduce -2.3% 893 $104K
Rossby Financial, LCC 0.02% Add +1.3% 884 $103K
Rosenberg Matthew Hamilton 0.02% No change 882 $102K
Root Financial Partners, LLC 0.00% Add +43.9% 882 $102K
Boit C F David 0.04% No change 867 $100K
Joseph Group Capital Management 0.03% Add +8.0% 864 $100K
Banque Cantonale Vaudoise 0.00% Reduce -80.0% 867 $100K
Southern Michigan Bank & Trust 0.04% — 863 $100K
Oakworth Capital, Inc. 0.01% Reduce -9.4% 862 $100K
Mark Sheptoff Financial Planning, LLC 0.05% No change 840 $97K
Avalon Trust Co 0.01% Reduce -17.7% 816 $94K
Arcadia Investment Management Corp. 0.02% No change 802 $93K
Deseret Mutual Benefit Administrators 0.03% Add +79.5% 786 $91K
Loomis Sayles & Co. L P 0.00% Add +0.3% 772 $89K
Wall Street Financial Group, Inc. 0.05% New 755 $87K
GW&K Investment Management, LLC 0.00% Reduce -2.0% 732 $85K
2UniFi Bank 0.04% Add +16.0% 733 $85K
Financial Consulate, Inc. 0.01% Add +9.9% 708 $82K
Ancora Advisors LLC 0.00% Reduce -7.3% 694 $80K
Strengthening Families & Communities, LLC 0.02% Reduce -2.3% 668 $77K
Andra AP-fonden 0.00% New 661 $77K
Independence Bank of Kentucky 0.01% Reduce -13.2% 656 $76K
Clean Yield Group 0.02% Reduce -28.8% 617 $71K
Hollencrest Capital Management 0.00% No change 612 $71K
Tanglewood Legacy Advisors, LLC 0.03% No change 600 $69K
Cornerstone Planning Group LLC 0.01% Add +117.1% 597 $69K
Anchor Investment Management, LLC 0.01% No change 587 $68K
Robbins Farley 0.03% No change 584 $68K
Manchester Capital Management LLC 0.01% Reduce -6.0% 584 $68K
St. Johns Investment Management Company, LLC 0.03% No change 580 $67K
CVA Family Office, LLC 0.01% Add +44.6% 571 $66K
CNB Bank 0.03% No change 564 $65K
Flagship Wealth Advisors, LLC 0.03% No change 600 $63K
Barrett & Company, Inc. 0.02% No change 540 $63K
Cherry Tree Wealth Management, LLC 0.01% No change 521 $60K
Bayban 0.05% Reduce -87.2% 520 $60K
Salem Investment Counselors Inc. 0.00% New 519 $60K
MidFirst Bank 0.00% Add +5.0% 506 $59K
Ostrum Asset Management 0.00% Add +1.6% 504 $58K
Bruce G. Allen Investments, LLC 0.04% Reduce -1.0% 496 $57K
HHM Wealth Advisors, LLC 0.01% Add +137.8% 485 $56K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1.3% 480 $56K
POM Investment Strategies, LLC 0.07% Add +829.4% 474 $55K
Birchwood Financial Partners, Inc. 0.05% No change 465 $54K
True Link Financial Advisors, LLC 0.00% New 465 $54K
JPL Wealth Management, LLC 0.01% New 458 $53K
First Horizon Corp. 0.00% Add +5.5% 457 $53K
Seneschal Advisors, LLC 0.04% No change 453 $52K
Vestor Capital, LLC 0.00% New 451 $52K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% No change 440 $51K
Vanguard National Trust Co 0.00% — 431 $50K
Essex Investment Management Co. LLC 0.01% No change 430 $50K
Hoey Investments, Inc. 0.01% No change 423 $49K
MBM Wealth Consultants, LLC 0.01% New 420 $49K
Keating Financial Advisory Services, Inc. 0.01% Reduce -6.5% 418 $48K
MCF Advisors LLC 0.00% Add +2341.2% 415 $48K
Strategic Wealth Advisors LLC 0.04% No change 414 $47K
Lavaca Capital LLC 0.01% No change 400 $46K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +11.8% 397 $46K
Asset Dedication, LLC 0.00% Reduce -14.3% 391 $45K
Aventus Investment Advisors, Inc. 0.04% No change 380 $44K
Piscataqua Savings Bank 0.03% No change 378 $44K
William B. Walkup & Associates, Inc. 0.03% No change 398 $43K
Napier Financial, LLC 0.01% New 366 $42K
Cedar Mountain Advisors, LLC 0.01% Add +2029.4% 362 $42K
Valued Wealth Advisors LLC 0.02% No change 343 $40K
United Community Bank 0.01% New 340 $39K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -45.9% 338 $39K
True Wealth Design, LLC 0.01% Add +301.2% 337 $39K
Center for Financial Planning, Inc. 0.00% No change 333 $39K
Medallion Wealth Advisors, LLC 0.01% No change 332 $38K
Opal Wealth Advisors, LLC 0.01% New 332 $38K
LRI Investments, LLC 0.00% Add +63.8% 326 $38K
Peoples Financial Services Corp. 0.02% No change 326 $38K
Valley National Advisers Inc. 0.00% Reduce -9.5% 316 $36K
Owl Creek Wealth Partners LLC 0.01% — 300 $35K
Destiny Wealth Partners, LLC 0.00% New 295 $34K
GoalVest Advisory LLC 0.01% No change 294 $34K
Atlantic Private Wealth, LLC 0.02% Add +1.0% 294 $34K
Paladin Partners, LLC 0.02% No change 291 $34K
Silvant Capital Management LLC 0.00% No change 290 $34K
New England Capital Financial Advisors LLC 0.01% Add +0.4% 280 $32K
Basecamp Wealth Advisors LLC 0.01% Reduce -22.5% 279 $32K
Truvestments Capital LLC 0.01% Add +17.8% 278 $32K
Prudent Man Investment Management, Inc. 0.01% No change 300 $32K
Salomon & Ludwin, LLC 0.00% No change 265 $31K
Princeton Global Asset Management LLC 0.01% Add +0.4% 265 $31K
Hilltop National Bank 0.01% New 259 $30K
Quest 10 Wealth Builders, Inc. 0.03% Add +9.6% 252 $29K
VSM Wealth Advisory, LLC 0.01% New 250 $29K
Coastline Trust Co 0.00% No change 249 $29K
Hughes Financial Services, LLC 0.00% Add +3.8% 247 $29K
Physician Wealth Advisors, Inc. 0.00% Add +113.9% 246 $28K
Olistico Wealth, LLC 0.01% Reduce -34.1% 245 $28K
Godfrey Financial Associates, Inc. 0.02% No change 240 $28K
Whittier Trust Co. of Nevada Inc. 0.00% Add +972.7% 236 $28K
Gen-Wealth Partners Inc 0.01% Add +2.7% 231 $27K
Boyd Watterson Asset Management LLC 0.01% No change 228 $26K
Scarborough Advisors, LLC 0.00% No change 228 $26K
Synergy Investment Management, LLC 0.01% New 227 $26K
WPG Advisers, LLC 0.02% Reduce -37.1% 219 $25K
LOM Asset Management Ltd 0.01% Reduce -28.1% 205 $24K
MV Capital Management, Inc. 0.00% Add +3.1% 202 $23K
Bank of New Hampshire 0.01% No change 200 $23K
Harbor Investment Advisory, LLC 0.00% Reduce -28.1% 200 $23K
Prosperity Bancshares Inc 0.02% Add +28.4% 199 $23K
SHP Wealth Management 0.00% Add +16.0% 196 $23K
Blueline Advisors LLC 0.02% Add +2.7% 193 $22K
Wolff Wiese Magana LLC 0.01% No change 193 $22K
Fortitude Family Office, LLC 0.00% Add +38.5% 187 $22K
SBI Securities Co., Ltd. 0.00% Reduce -20.3% 185 $21K
Barnes Dennig Private Wealth Management LLC 0.02% New 184 $21K
Hoese & Co LLP 0.02% No change 180 $21K
Richard W. Paul & Associates, LLC 0.01% Add +121.0% 179 $21K
Twin Peaks Wealth Advisors, LLC 0.01% New 177 $20K
Grove Bank & Trust 0.00% Reduce -32.0% 170 $20K
Elequin Capital, LP 0.01% Reduce -50.7% 167 $19K
First Community Trust NA 0.01% No change 166 $19K
Triumph Capital Management 0.00% No change 158 $18K
Plante Moran Financial Advisors, LLC 0.00% Reduce -39.1% 156 $18K
Community Financial Services Group, LLC 0.00% New 153 $18K
E Fund Management (Hong Kong) Co., Ltd. 0.01% No change 151 $17K
Nova Wealth Management, Inc. 0.01% No change 148 $17K
Sachetta, LLC 0.01% Add +35.8% 148 $17K
KERR FINANCIAL PLANNING Corp 0.01% Add +1.4% 148 $17K
Covestor Ltd 0.01% Reduce -33.3% 144 $17K
Webster Bank, N. A. 0.00% No change 143 $17K
Magnolia Wealth Management, LLC 0.01% New 140 $16K
Stone House Investment Management, LLC 0.00% Add +52.2% 137 $16K
Midwest Capital Advisors, LLC 0.01% No change 136 $16K
PFS Partners, LLC 0.01% No change 130 $15K
Kemnay Advisory Services Inc. 0.00% Add +11.3% 128 $15K
Rogco, LP 0.00% No change 126 $15K
Central Pacific Bank - Trust Division 0.00% New 123 $14K
EFG International AG 0.00% New 123 $14K
CGC Financial Services, LLC 0.00% No change 120 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 119 $14K
Arlington Trust Co LLC 0.00% New 117 $14K
Kimelman & Baird, LLC 0.00% No change 116 $13K
Golden State Wealth Management, LLC 0.00% No change 115 $13K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% New 114 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $13K
Wiser Advisor Group LLC 0.02% No change 111 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 109 $13K
Key Financial Inc 0.00% No change 106 $12K
JFS Wealth Advisors, LLC 0.00% Reduce -35.8% 106 $12K
S&T Bank 0.00% Add +67.2% 102 $12K
Front Row Advisors LLC 0.00% No change 102 $12K
RHL Group, LLC 0.01% New 101 $12K
Advocate Investing Services LLC 0.01% No change 100 $12K
HighMark Wealth Management LLC 0.00% No change 100 $12K
Costello Asset Management, INC 0.00% No change 100 $12K
Guinness Atkinson Asset Management Inc 0.01% No change 98 $11K
Burk Holdings LLC 0.00% New 98 $11K
Wilkerson Advisory Group LLC 0.00% Add +123.3% 96 $11K
Hazlett, Burt & Watson, Inc. 0.00% No change 96 $11K
Millstone Evans Group, LLC 0.01% Reduce -2.1% 93 $11K
MilWealth Group LLC 0.00% No change 89 $10K
Activest Wealth Management 0.00% Reduce -52.4% 88 $10K
LFA - Lugano Financial Advisors SA 0.01% No change 85 $10K
Dunhill Financial, LLC 0.00% Add +2.4% 84 $10K
Solstein Capital, LLC 0.00% No change 82 $9K
Murphy & Mullick Capital Management Corp 0.01% No change 82 $9K
Hickory Point Bank & Trust 0.01% New 77 $9K
Ares Financial Consulting, LLC 0.01% No change 72 $8K
Sunrise Financial Services, LLC 0.01% No change 72 $8K
NFSG Corp 0.00% Reduce -64.3% 66 $8K
Nalls Sherbakoff Group, LLC 0.01% No change 65 $7K
Darwin Wealth Management, LLC 0.00% No change 64 $7K
Cassaday & Co Wealth Management LLC 0.00% New 64 $7K
Cornerstone Financial Management LLC 0.01% Add +14.6% 63 $7K
Accent Capital Management, LLC 0.00% No change 63 $7K
Kilter Group LLC 0.00% Add +210.0% 62 $7K
Reyes Financial Architecture, Inc. 0.01% No change 61 $7K
Sunbelt Securities, Inc. 0.00% Reduce -95.6% 61 $7K
1620 Investment Advisors, Inc. 0.00% No change 59 $7K
Bogart Wealth, LLC 0.00% Reduce -9.5% 57 $7K
Abound Wealth Management 0.00% No change 56 $7K
GHP Investment Advisors, Inc. 0.00% Reduce -90.4% 55 $6K
Fairman Group, LLC 0.01% No change 55 $6K
Financial Freedom, LLC 0.00% New 55 $6K
TD Capital Management LLC 0.00% No change 54 $6K
Summit Securities Group LLC 0.00% Reduce -89.0% 53 $6K
Dogwood Wealth Management LLC 0.00% Add +2.0% 52 $6K
Essential Partners LLC 0.00% Reduce -70.5% 52 $6K
Nemes Rush Group LLC 0.00% Add +1600.0% 51 $6K
Elevation Wealth Partners, LLC 0.00% Add +74.1% 47 $5K
Whipplewood Advisors, LLC 0.00% Add +475.0% 46 $5K
Highline Wealth Partners LLC 0.00% Add +48.4% 46 $5K
J.Safra Asset Management Corp 0.00% No change 45 $5K
Mosley Wealth Management 0.00% New 44 $5K
Avion Wealth 0.00% Reduce -1.9% 51 $5K
Raffa Wealth Management, LLC 0.00% Add +5.0% 42 $5K
Osbon Capital Management LLC 0.00% Reduce -40.0% 42 $5K
Bare Financial Services, Inc 0.00% No change 41 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +53.9% 40 $5K
Retirement Wealth Solutions LLC 0.00% No change 40 $5K
Clark Wealth Partners 0.00% Add +81.0% 38 $4K
Atlas Capital Advisors Inc. 0.00% Add +442.9% 38 $4K
Horizon Bancorp Inc. 0.00% Reduce -33.3% 34 $4K
Private Wealth Management Group, LLC 0.00% No change 34 $4K
High Note Wealth, LLC 0.00% Add +30.8% 34 $4K
Private Wealth Asset Management, LLC 0.00% No change 34 $4K
Torren Management, LLC 0.00% Reduce -86.8% 32 $4K
Friedenthal Financial 0.00% No change 31 $4K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% — 29 $3K
McIlrath & Eck, LLC 0.00% No change 27 $3K
Winthrop Capital Management, LLC 0.00% No change 25 $3K
Coston, McIsaac & Partners 0.00% No change 27 $3K
Penserra Capital Management LLC 0.00% No change 27 $3K
Towne Trust Company, N.A 0.00% No change 25 $3K
Aspect Partners, LLC 0.00% No change 22 $3K
Investment Counsel Co. of Nevada 0.01% New 21 $2K
Ameriflex Group, Inc. 0.00% Reduce -72.4% 21 $2K
Monetary Solutions, Ltd 0.00% No change 20 $2K
Principia Wealth Advisory, LLC 0.00% Add +53.9% 20 $2K
Dagco, Inc. 0.00% No change 20 $2K
Evolution Wealth Management Inc. 0.00% No change 19 $2K
Vermillion Wealth Management, Inc. 0.00% New 18 $2K
SouthState Bank Corp 0.00% No change 18 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 22 $2K
Clayton Financial Group LLC 0.00% No change 17 $2K
Rialto Wealth Management, LLC 0.00% Add +240.0% 17 $2K
Key Capital Management, INC 0.00% Reduce -20.0% 16 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 16 $2K
Estabrook Capital Management 0.00% New 15 $2K
Proathlete Wealth Management LLC 0.00% No change 15 $2K
Sankala Group LLC 0.00% No change 14 $2K
Bell Investment Advisors, Inc 0.00% No change 13 $2K
Imprint Wealth LLC 0.01% Reduce -45.8% 13 $2K
PlanVest Financial, Inc 0.00% — 13 $2K
Hilton Head Capital Partners, LLC 0.00% No change 13 $2K
WestEnd Advisors, LLC 0.00% No change 13 $2K
Financial Management Professionals, Inc. 0.00% Reduce -89.7% 12 $1K
Investors Research Corp 0.00% New 11 $1K
American National Bank & Trust 0.00% Reduce -63.3% 11 $1K
Portus Wealth Advisors, LLC 0.00% New 10 $1K
1015 Capital Partners, LLC 0.00% Add +28.6% 9 $1K
IMG Wealth Management, Inc. 0.00% Reduce -75.0% 9 $1K
American Capital Advisory, LLC 0.00% No change 9 $1K
Cheviot Value Management, LLC 0.00% No change 8 $926
HFM Investment Advisors, LLC 0.00% No change 7 $810
Quaker Wealth Management, LLC 0.00% Add +50.0% 6 $695
Marquette Asset Management, LLC 0.00% New 5 $579
Nvwm, LLC 0.00% No change 5 $579
Davis Capital Management 0.00% No change 4 $463
TopTier Wealth Management, LLC 0.00% New 4 $463
Curio Wealth, LLC 0.00% New 3 $347
IMA Advisory Services, Inc. 0.00% No change 3 $347
Nvest Wealth Strategies, Inc. 0.00% New 2 $232
Signature Resources Capital Management, LLC 0.00% No change 2 $232
3 Factor Indexing, LLC 0.00% — 1 $116
Meeder Asset Management Inc. 0.00% Reduce -99.2% 1 $116

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