WEC Energy GroupWEC

13F holders, Q2 2026 (June 30)
1,409holders +29
106new positions
81sold out
10famous investors
$116.78avg. 13F price*

At the end of Q2 2026, 1,409 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 29 from Q1 2026. 106 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($3.9B), Vanguard Capital Management LLC ($2.5B) and State Street Corp. ($2.5B). 10 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions106$80.4M
Exits81$238.7M

All 13F filers, Q1 2026 → Q2 2026: 11,659,553 shares bought and 10,110,584 shares sold, net +1,548,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,409 holders

BlackRock, Inc. 0.06% Add +0.8% 33,321,277 $3.9B
Vanguard Capital Management LLC 0.05% Add +0.5% 21,255,153 $2.5B
State Street Corp. 0.07% Reduce -0.7% 21,094,044 $2.5B
Vanguard Portfolio Management LLC 0.09% Add +0.6% 16,877,935 $2.0B
Geode Capital Management, LLC 0.06% Add +1.5% 9,240,374 $1.1B
Bank of America Corp. 0.06% Add +8.0% 8,605,748 $1.0B
Wells Fargo & Company 0.17% Add +0.1% 8,572,855 $1.0B
Deutsche Bank AG 0.21% Add +2.1% 6,053,574 $706.9M
Ameriprise Financial Inc. 0.14% Add +2.7% 5,822,834 $680.8M
Charles Schwab Investment Management Inc. 0.08% Reduce -1.0% 5,385,908 $629.7M
JPMorgan Chase & Co. 0.04% Reduce -6.6% 5,161,378 $611.3M
Franklin Resources Inc. 0.12% Add +5.3% 4,670,940 $545.4M
Invesco Ltd. 0.04% Reduce -0.1% 4,618,948 $539.4M
Morgan Stanley 0.03% Reduce -9.5% 4,291,770 $501.2M
Federated Hermes, Inc. 0.69% Add +20.5% 4,125,344 $481.7M
Envestnet Asset Management Inc. 0.10% Add +3.1% 3,734,979 $436.1M
Wellington Management Group LLP 0.07% Reduce -25.9% 3,572,456 $417.2M
Northern Trust Corp. 0.05% Add +3.2% 3,490,269 $407.6M
Barclays PLC 0.12% Add +121.8% 3,217,999 $375.8M
Nuveen, LLC 0.08% Reduce -19.9% 2,875,006 $335.7M
Raymond James Financial Inc. 0.08% Add +4.3% 2,585,441 $301.9M
Legal & General Group Plc 0.06% Reduce -2.5% 2,561,444 $299.1M
PNC Financial Services Group, Inc. 0.15% Reduce -1.2% 2,539,022 $296.5M
Clearbridge Investments, LLC 0.21% Reduce -1.7% 2,131,128 $248.9M
Bank of New York Mellon Corp 0.04% Reduce -2.7% 1,959,186 $228.8M
Vanguard Fiduciary Trust Co. 0.05% Reduce -0.2% 1,828,170 $213.5M
Goldman Sachs Group Inc. 0.02% Reduce -5.5% 1,812,599 $211.7M
Mairs & Power Inc. 1.92% Reduce -6.4% 1,787,905 $208.8M
Qube Research & Technologies Ltd 0.23% Reduce -2.2% 1,771,741 $206.9M
Earnest Partners LLC 0.72% Reduce -1.8% 1,701,405 $198.7M
Royal Bank of Canada 0.03% Reduce -1.8% 1,668,840 $194.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +5.0% 1,644,319 $192.0M
Citigroup Inc. 0.09% Add +32.0% 1,563,755 $182.6M
UBS Group AG 0.03% Reduce -2.2% 1,485,416 $173.5M
LPL Financial LLC 0.04% Add +11.9% 1,340,850 $156.6M
Dimensional Fund Advisors LP 0.03% Add +2.6% 1,319,446 $154.1M
Bahl & Gaynor LLC 0.70% Add +25.7% 1,296,735 $151.4M
Stifel Financial Corp. 0.12% Add +0.8% 1,244,577 $145.3M
Magellan Asset Management Ltd 3.23% Reduce -1.8% 1,238,180 $144.6M
FMR LLC 0.01% Reduce -7.2% 1,219,960 $142.5M
Confluence Investment Management LLC 2.17% Reduce -3.7% 1,191,332 $139.1M
Bessemer Group Inc. 0.18% Add +0.2% 1,150,586 $134.4M
Principal Financial Group Inc. 0.06% Reduce -6.0% 1,122,849 $131.1M
Caisse de depot et placement du Quebec 0.18% Add +60.8% 1,098,659 $128.3M
Soroban Capital Partners LP 0.87% Reduce -12.3% 1,051,141 $122.7M
Crawford Investment Counsel Inc. 2.05% Reduce -3.8% 1,050,739 $122.7M
CBRE Investment Management Listed Real Assets LLC 1.63% Reduce -27.1% 1,003,363 $117.2M
American Century Companies Inc. 0.05% Add +249.7% 1,001,490 $116.9M
First Trust Advisors LP 0.07% Add +69.7% 985,524 $115.1M
Duff & Phelps Investment Management Co. 1.08% Reduce -0.1% 979,934 $114.4M
Cincinnati Insurance Co. 1.65% No change 978,300 $114.2M
Swiss National Bank 0.06% Reduce -3.8% 918,687 $107.3M
Squarepoint Ops LLC 0.19% Reduce -2.4% 848,697 $99.1M
Rathbones Group PLC 0.36% Add +0.9% 835,830 $97.6M
Energy Income Partners, LLC 1.53% Add +9.1% 835,526 $97.6M
Reaves W H & Co. Inc. 1.46% Add +46.1% 822,305 $96.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +11.4% 816,948 $95.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -1.3% 769,993 $89.9M
Sei Investments Co. 0.08% Reduce -0.7% 731,639 $85.4M
Vanguard Global Advisers, LLC 0.04% Reduce -1.2% 702,368 $82.0M
BNP Paribas Financial Markets 0.04% Reduce -13.5% 690,049 $80.6M
Jupiter Topco LLC 0.03% — 685,202 $80.0M
Vaughan Nelson Investment Management, L.P. 0.70% Add +0.5% 682,599 $79.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.05% Add +11.6% 681,958 $79.6M
HSBC Holdings PLC 0.03% Add +16.9% 617,881 $72.3M
Employees Retirement System of Texas 0.67% Reduce -1.7% 615,533 $71.9M
Rhumbline Advisers 0.05% Add +1.5% 607,235 $70.9M
Gabelli Funds LLC 0.44% Reduce -0.2% 584,270 $68.2M
AQR Capital Management 0.02% Reduce -0.1% 580,502 $67.8M
Bank of Montreal 0.02% Reduce -0.1% 578,191 $67.5M
Massachusetts Financial Services Co. 0.02% Reduce -0.9% 562,657 $65.7M
Baird Financial Group, Inc. 0.09% Add +1.4% 561,785 $65.6M
California Public Employees Retirement System 0.04% Reduce -18.3% 554,114 $64.7M
Soros Fund Management 1.08% Add +3.0% 528,369 $61.7M
W1M Asset Management Ltd 0.56% Add +2.6% 527,164 $61.5M
Benjamin Edwards Inc. 0.55% Reduce -11.4% 517,902 $60.5M
Westwood Holdings Group Inc. 0.45% Reduce -30.7% 512,469 $59.8M
T. Rowe Price Associates Inc. 0.01% Add +0.8% 508,014 $59.3M
Vaughan David Investments LLC 1.17% Add +1.2% 503,722 $58.8M
Old Republic International Corp. 2.09% No change 477,179 $55.7M
Pictet Asset Management Holding SA 0.05% Add +0.4% 476,669 $55.7M
Citadel Advisors 0.03% Add +9.9% 474,543 $55.4M
Amundi 0.01% Add +3.8% 448,027 $52.3M
Donaldson Capital Management, LLC 1.50% Add +1.3% 447,934 $52.3M
Victory Capital Management Inc. 0.03% Add +1.4% 435,542 $50.9M
National Pension Service 0.03% Add +0.7% 427,797 $50.0M
Retirement Systems of Alabama 0.15% Reduce -0.2% 420,190 $49.1M
Natixis Advisors, LLC 0.05% Add +6.0% 418,362 $48.9M
California State Teachers Retirement System 0.04% Add +1.4% 379,287 $44.3M
Campbell Newman Asset Management Inc. 3.25% Reduce -0.2% 375,155 $43.8M
Neuberger Berman Group LLC 0.03% Reduce -8.9% 361,221 $42.2M
T. Rowe Price Investment Management, Inc. 0.03% Add +4.2% 359,579 $42.0M
Quantinno Capital Management LP 0.05% Add +40.6% 358,426 $41.9M
Alliancebernstein L.P. 0.01% Add +1.2% 343,406 $39.8M
MML Investors Services, LLC 0.08% Add +25.4% 328,738 $38.4M
Vanguard Investments Australia, Ltd. 0.09% Add +2.7% 325,128 $38.0M
US Bancorp \de 0.04% Reduce -1.4% 320,628 $37.4M
Millennium Management 0.03% Add +132.9% 314,516 $36.7M
Voloridge Investment Management, LLC 0.16% Reduce -13.6% 313,397 $36.6M
1832 Asset Management L.P. 0.04% Add +5.7% 312,450 $36.5M
NS Partners Ltd 1.54% Reduce -4.0% 306,688 $35.8M
Gotham Asset Management 0.08% Add +31.3% 301,882 $35.3M
Jones Financial Companies LLLP 0.01% Add +11.4% 294,454 $35.0M
Talaria Asset Management Pty Ltd 7.28% No change 291,300 $34.0M
Canada Pension Plan Investment Board 0.02% Reduce -36.5% 286,582 $33.5M
Russell Investments Group, Ltd. 0.03% Add +19.3% 285,333 $33.3M
Dearborn Partners LLC 1.88% Reduce -9.4% 284,723 $33.2M
State Board of Administration of Florida Retirement System 0.05% Reduce -0.9% 281,970 $32.9M
Renaissance Technologies 0.04% Add +115.7% 275,575 $32.2M
Huntington National Bank 0.21% Add +0.6% 275,035 $32.1M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +1.7% 272,909 $31.9M
Cetera Investment Advisers 0.03% Add +4.1% 267,675 $31.3M
Nisa Investment Advisors, LLC 0.10% Reduce -2.9% 262,151 $30.6M
Marshall Wace, LLP 0.03% Reduce -40.4% 259,534 $30.3M
Truist Financial Corp. 0.04% Add +8.0% 251,889 $29.4M
Osaic Holdings, Inc. 0.03% Add +5.9% 251,293 $29.4M
STRS Ohio 0.11% Add +3.1% 246,725 $28.8M
Country Trust Bank 0.50% Reduce -7.5% 243,308 $28.4M
HighTower Advisors, LLC 0.03% Reduce -4.5% 242,818 $28.4M
Macquarie Group Ltd. 0.12% Add +11.2% 237,122 $27.7M
New York State Teachers Retirement System 0.05% Reduce -2.2% 236,681 $27.6M
Curi Capital, LLC 0.42% Add +1564.0% 234,481 $27.4M
Assetmark, Inc. 0.05% Add +13.5% 233,459 $27.3M
Gateway Investment Advisers LLC 0.27% Reduce -2.7% 233,060 $27.2M
AE Wealth Management LLC 0.13% Add +13.1% 230,106 $26.9M
CIBC Asset Management Inc 0.06% Add +8.4% 229,915 $26.8M
Braun Stacey Associates Inc. 0.74% Reduce -1.6% 223,745 $26.1M
Cidel Asset Management Inc. 1.25% Add +2.1% 222,312 $26.0M
Azimuth Capital Investment Management LLC 0.87% Reduce -2.4% 220,175 $25.7M
Verity & Verity, LLC 1.76% Add +58.7% 219,482 $25.6M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.8% 218,261 $25.5M
Creative Planning 0.01% Add +19.1% 212,537 $24.8M
Life Cycle Investment Partners Ltd 0.11% New 206,524 $24.1M
Thomasville National Bank 1.29% — 201,053 $23.5M
Hudson Bay Capital Management LP 0.12% Add +120.8% 200,359 $23.4M
APG Asset Management N.V. 0.06% Add +37.7% 225,342 $23.0M
Allspring Global Investments Holdings, LLC 0.03% Add +28.6% 194,886 $22.6M
CANADA LIFE ASSURANCE Co 0.04% Add +1.3% 193,693 $22.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.51% Add +15.6% 193,082 $22.5M
Corient Private Wealth LP 0.03% Add +68.0% 189,670 $22.1M
Empire Life Investments Inc. 1.19% Reduce -3.5% 182,284 $21.3M
Eventide Asset Management, LLC 0.28% Reduce -14.1% 179,606 $21.1M
Nomura Asset Management International Inc. 0.03% Add +2.3% 178,455 $20.8M
Boston Trust Walden Corp 0.16% Reduce -8.6% 178,268 $20.8M
DDD Partners, LLC 1.27% Reduce -0.1% 173,451 $20.3M
State of Wisconsin Investment Board 0.04% Reduce -1.4% 173,443 $20.3M
Fifth Third Bancorp 0.03% Reduce -1.6% 170,945 $20.0M
South Street Advisors LLC 2.58% Add +1.0% 169,809 $19.8M
Treasurer of the State of North Carolina 0.05% Add +19.4% 166,490 $19.4M
Asset Management One Co., Ltd. 0.05% Reduce -0.7% 166,295 $19.4M
&partners 0.08% Add +4.8% 165,442 $19.3M
Commonwealth Equity Services, LLC 0.02% Add +2.8% 164,170 $19.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -0.5% 162,795 $19.0M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -2.0% 161,041 $18.8M
Nicolet Bankshares Inc. 0.59% Reduce -0.2% 160,285 $18.7M
National Bank of Canada 0.02% Add +117.0% 157,950 $18.4M
Park National Corp. 0.51% Add +3.2% 157,349 $18.4M
Prudential Financial Inc. 0.02% Reduce -1.5% 154,849 $18.1M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -11.5% 154,525 $17.8M
Hennessy Advisors Inc. 0.56% Add +1.3% 151,140 $17.6M
Nomura Asset Management Co. Ltd. 0.04% Add +4.3% 149,264 $17.4M
Worldquant Millennium Advisors LLC 0.06% Add +564.9% 147,710 $17.2M
Guardian Capital LP 0.42% Add +6.8% 146,617 $17.1M
Van Eck Associates Corp. 0.01% Reduce -13.8% 141,115 $16.5M
Argent Capital Management LLC 0.51% Reduce -11.1% 138,118 $16.1M
SG Americas Securities, LLC 0.01% Add +27.2% 137,723 $16.1M
B. Metzler seel. Sohn & Co. AG 0.14% Reduce -7.8% 137,178 $16.0M
New York State Common Retirement Fund 0.02% Add +2.0% 136,833 $16.0M
Resona Asset Management Co.,Ltd. 0.07% Reduce -2.7% 136,273 $15.9M
TD Asset Management Inc 0.01% Reduce -18.9% 122,710 $14.3M
Annex Advisory Services, LLC 0.24% Add +8.6% 121,431 $14.2M
Assenagon Asset Management S.A. 0.02% Add +1902.9% 121,035 $14.1M
DekaBank Deutsche Girozentrale 0.02% No change 122,847 $14.1M
Ensign Peak Advisors, Inc 0.02% Add +57.8% 120,561 $14.1M
Rockland Trust Co. 0.55% Add +3.6% 120,208 $14.0M
IFM Investors Pty Ltd 0.09% Add +13.2% 119,219 $13.9M
Guggenheim Capital LLC 0.09% Add +16.2% 118,561 $13.8M
Toronto Dominion Bank 0.02% Add +6.4% 118,528 $13.8M
Sanctuary Advisors, LLC 0.06% Add +5.0% 117,288 $13.7M
Investment Management Corp of Ontario 0.17% Add +10.7% 113,792 $13.3M
State of Tennessee, Department of Treasury 0.04% Reduce -0.7% 111,913 $13.1M
Heartland Advisors Inc. 0.56% Add +81.9% 108,279 $12.6M
Janney Montgomery Scott LLC 0.02% Add +11.7% 108,041 $12.6M
Epoch Investment Partners, Inc. 0.07% Reduce -4.9% 107,905 $12.6M
Harbour Investments, Inc. 0.17% Add +5.3% 107,473 $12.5M
Wealthfront Advisers LLC 0.02% Reduce -2.7% 106,543 $12.4M
Mattern Capital Management, LLC 1.42% Reduce -5.5% 103,889 $12.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -47.0% 102,824 $12.0M
Public Employees Retirement System of Ohio 0.03% Reduce -1.8% 100,795 $11.8M
HFR Wealth Management, LLC 2.87% Reduce -1.0% 100,542 $11.7M
Jane Street Group, LLC 0.01% Reduce -22.3% 99,967 $11.7M
Schonfeld Strategic Advisors LLC 0.06% Add +28.9% 99,356 $11.6M
Aberdeen Group plc 0.02% Reduce -41.0% 98,704 $11.5M
BLB&B Advisors, LLC 0.42% Add +4.7% 97,782 $11.4M
State of New Jersey Common Pension Fund D 0.04% No change 97,774 $11.4M
DAVENPORT & Co LLC 0.06% Add +15.3% 96,430 $11.3M
Cincinnati Specialty Underwriters Insurance CO 2.47% No change 95,000 $11.1M
Atria Investments, Inc 0.11% Add +7.8% 94,457 $11.0M
Mariner, LLC 0.01% Reduce -3.5% 94,046 $11.0M
Verition Fund Management LLC 0.08% Add +29.6% 93,957 $11.0M
Arizona State Retirement System 0.05% Add +5.6% 93,382 $10.9M
Public Sector Pension Investment Board 0.03% Add +0.4% 93,007 $10.9M
Czech National Bank 0.06% Add +4.6% 92,714 $10.8M
Oppenheimer Asset Management Inc. 0.11% Add +4.1% 92,647 $10.8M
Thomas Story & Son LLC 3.79% Add +0.3% 91,915 $10.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.5% 91,580 $10.7M
OMERS ADMINISTRATION Corp 0.06% Reduce -29.9% 90,982 $10.6M
NewEdge Advisors, LLC 0.03% Reduce -0.3% 90,473 $10.6M
CIBC Bancorp USA Inc. 0.01% Reduce -24.6% 90,219 $10.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% Add +9.8% 89,984 $10.5M
Teachers Retirement System of the State of Kentucky 0.07% No change 89,974 $10.5M
Baillie Gifford & Co. 0.01% Reduce -7.7% 87,935 $10.3M
Commerce Bank 0.04% Reduce -0.8% 87,185 $10.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +49.0% 87,174 $10.2M
Stratos Wealth Partners, LTD. 0.10% Reduce -11.1% 83,473 $9.7M
State of Michigan Retirement System 0.04% Reduce -1.9% 83,384 $9.7M
Korea Investment CORP 0.02% Reduce -36.3% 82,140 $9.6M
Franklin, Parlapiano, Turner & Welch, LLC 2.11% Reduce -0.6% 80,089 $9.4M
Quantbot Technologies LP 0.37% Add +853.7% 79,796 $9.3M
Dark Forest Capital Management LP 0.59% Add +452.2% 78,819 $9.2M
Merit Financial Group, LLC 0.06% Add +3.5% 78,182 $9.1M
Bank of Nova Scotia 0.01% Reduce -9.4% 77,375 $9.0M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -1.4% 76,919 $9.0M
Ilex Capital Partners (UK) LLP 0.18% New 75,626 $8.8M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Add +228.2% 75,093 $8.8M
MetLife Investment Management, LLC 0.04% Reduce -2.0% 74,519 $8.7M
Dean Investment Associates, LLC 1.14% Add +15.4% 74,186 $8.7M
O'shaughnessy Asset Management, LLC 0.04% Reduce -30.7% 73,447 $8.6M
Vestcor Inc 0.21% Reduce -1.5% 71,841 $8.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +13.3% 71,693 $8.4M
Mercer Global Advisors Inc. 0.01% Add +20.3% 71,499 $8.3M
Dorsey & Whitney Trust CO LLC 0.41% Reduce -0.1% 71,275 $8.3M
Leeward Investments, LLC - MA 0.38% Reduce -4.9% 71,218 $8.3M
Woodline Partners LP 0.03% Add +11.5% 71,093 $8.3M
Thompson Investment Management, Inc. 0.91% Add +0.3% 67,866 $7.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.35% Add +91.4% 67,000 $7.8M
Voya Investment Management LLC 0.01% Reduce -1.0% 65,747 $7.7M
Alley Investment Management Company, LLC 0.89% Reduce -5.0% 65,316 $7.6M
Morgan Dempsey Capital Management LLC 3.23% Add +2.9% 64,642 $7.5M
Albion Financial Group 0.44% Add +1.9% 64,349 $7.5M
Nicholas Company, Inc. 0.14% Add +0.2% 63,480 $7.4M
Cerity Partners LLC 0.01% Reduce -54.2% 62,970 $7.4M
Two Sigma Investments, LP 0.01% Add +341.8% 61,275 $7.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Reduce -1.0% 61,247 $7.2M
Zions Bancorporation, National Association 0.43% Add +18.0% 60,921 $7.1M
Daiwa Securities Group Inc. 0.02% Add +6.4% 58,986 $6.9M
Xponance LLC 0.04% Add +1.0% 58,880 $6.9M
Rockefeller Capital Management L.P. 0.01% Add +44.0% 57,625 $6.7M
Amalgamated Bank 0.05% Reduce -7.4% 57,123 $6.7M
1834 Investment Advisors Co. 0.75% Add +0.1% 56,469 $6.6M
TD Private Client Wealth LLC 0.12% Add +10.5% 56,354 $6.6M
Park Avenue Securities LLC 0.04% Reduce -4.3% 55,424 $6.5M
Savant Capital, LLC 0.02% Add +103.7% 55,287 $6.4M
Nykredit A/S 0.02% — 54,653 $6.4M
Rakuten Investment Management, Inc. 0.02% Add +10.3% 53,274 $6.3M
Hunter Perkins Capital Management, LLC 1.40% No change 53,284 $6.2M
NEOS Investment Management LLC 0.02% Add +12.7% 52,443 $6.1M
Mackenzie Financial Corp. 0.01% Reduce -79.4% 52,415 $6.1M
ProShare Advisors LLC 0.01% Reduce -13.1% 51,837 $6.1M
D. E. Shaw & Co. 0.00% Reduce -0.4% 51,514 $6.0M
Brentview Investment Management LLC 2.33% Add +2.8% 50,495 $5.9M
American Assets Investment Management, LLC 0.35% No change 50,000 $5.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -5.9% 49,666 $5.8M
Utah Retirement Systems 0.06% Reduce -6.8% 49,490 $5.8M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -2.0% 49,274 $5.8M
Vanguard Personalized Indexing Management, LLC 0.05% Add +19.7% 49,129 $5.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +9.0% 48,856 $5.7M
Susquehanna Portfolio Strategies, LLC 0.09% Reduce -17.3% 48,676 $5.7M
Captrust Financial Advisors 0.01% Reduce -37.0% 48,652 $5.7M
Kingsview Wealth Management, LLC 0.07% Add +0.7% 47,739 $5.6M
Parr McKnight Wealth Management Group, LLC 0.65% Add +1.9% 47,114 $5.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% No change 47,000 $5.5M
Advisory Services Network, LLC 0.06% Add +2.9% 46,972 $5.5M
Woodley Farra Manion Portfolio Management Inc. 0.26% Add +4.7% 46,481 $5.4M
Blair William & Co. 0.01% Add +1.7% 46,275 $5.4M
Morton Community Bank 1.10% Add +1.3% 46,115 $5.4M
Allworth Financial LP 0.02% Reduce -8.4% 46,051 $5.4M
Focus Partners Wealth 0.01% Add +10.9% 45,972 $5.4M
CI Investments Inc. 0.02% Add +9.1% 45,855 $5.4M
New York Life Investment Management LLC 0.04% Add +0.8% 45,447 $5.3M
Eurizon Capital SGR S.p.A. 0.01% Add +19.8% 45,211 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.5% 44,897 $5.2M
Ashton Thomas Private Wealth, LLC 0.11% Reduce -9.6% 44,675 $5.2M
HRT Financial LP 0.01% Reduce -78.5% 44,238 $5.2M
Occudo Quantitative Strategies LP 0.27% Reduce -21.6% 44,044 $5.1M
Nissay Asset Management Corp. /Japan 0.02% Add +4.0% 43,857 $5.1M
Quadrature Capital Ltd 0.04% Add +316.9% 43,626 $5.1M
Motco 0.43% Reduce -2.3% 43,135 $5.0M
Concurrent Investment Advisors, LLC 0.04% Add +16.9% 43,087 $5.0M
Bantamac Capital, LLC 3.56% No change 43,000 $5.0M
Sterling Capital Management LLC 0.09% Reduce -2.5% 42,963 $5.0M
Swiss Life Asset Management Ltd 0.02% Reduce -4.2% 42,929 $5.0M
United Capital Management of KS, Inc. 0.65% Add +2.6% 42,640 $5.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -30.6% 42,511 $5.0M
N.E.W. Advisory Services LLC 0.33% Reduce -0.2% 42,320 $4.9M
Bright Rock Capital Management, LLC 0.98% No change 42,000 $4.9M
Castellan Group 0.53% Add +6.9% 41,625 $4.9M
Yousif Capital Management, LLC 0.05% Reduce -5.0% 41,281 $4.8M
KLCM Advisors, Inc. 0.38% Reduce -0.3% 40,874 $4.8M
Belpointe Asset Management LLC 0.16% Add +0.3% 40,721 $4.8M
S&co Inc. 0.27% No change 40,672 $4.7M
Alta Capital Management LLC/ 0.35% Reduce -1.0% 40,664 $4.7M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -7.4% 40,494 $4.7M
Kestra Advisory Services, LLC 0.02% Add +21.6% 40,409 $4.7M
BTG Pactual Asset Management US LLC 0.35% Reduce -62.2% 40,109 $4.7M
Oregon Public Employees Retirement Fund 0.05% Add +7.5% 40,089 $4.7M
Glenmede Trust Co. NA 0.02% Reduce -4.8% 39,923 $4.7M
Arax Advisory Partners 0.03% Add +81.6% 39,446 $4.6M
Vise Technologies, Inc. 0.05% Add +201.9% 39,370 $4.6M
Hennion & Walsh Asset Management, Inc. 0.13% Add +6.8% 39,313 $4.6M
Susquehanna International Group, LLP 0.00% Reduce -27.5% 38,502 $4.5M
Somerset Trust Co 1.25% Add +0.9% 37,753 $4.4M
Principal Securities, Inc. 0.05% Add +6.3% 37,606 $4.4M
UniSuper Management Pty Ltd 0.02% Add +14.7% 36,804 $4.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -0.0% 36,733 $4.3M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -1.8% 36,702 $4.3M
Kestra Private Wealth Services, LLC 0.05% Add +1.2% 36,622 $4.3M
D.A. Davidson & Co. 0.02% Add +12.7% 36,585 $4.3M
Tortoise Capital Advisors, L.L.C. 0.04% Reduce -76.1% 36,408 $4.3M
Johnson Financial Group, Inc. 0.14% Add +16.4% 36,089 $4.2M
Steward Partners Investment Advisory, LLC 0.02% Add +1.0% 36,031 $4.2M
Rafferty Asset Management, LLC 0.01% Add +36.6% 35,974 $4.2M
First American Bank 0.23% Add +2.2% 35,796 $4.2M
Schroder Investment Management Group 0.00% Reduce -15.4% 34,836 $4.1M
KBC Group NV 0.01% Add +0.2% 34,792 $4.1M
Sciencast Management LP 0.83% New 34,091 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -3.0% 33,565 $3.9M
Ameritas Advisory Services, LLC 0.08% Add +157.8% 33,072 $3.9M
Pathstone Holdings, LLC 0.01% Add +7.5% 32,662 $3.8M
Y-Intercept (Hong Kong) Ltd 0.07% New 32,315 $3.8M
Level Four Advisory Services, LLC 0.11% Add +3.7% 32,268 $3.8M
Lanark Financial, Inc. 0.26% Reduce -1.4% 32,266 $3.8M
State of Alaska, Department of Revenue 0.04% Reduce -2.8% 31,915 $3.7M
Cape Cod Five Cents Savings Bank 0.30% — 31,852 $3.7M
Global Retirement Partners, LLC 0.06% — 31,775 $3.7M
Allstate Corp. 0.04% Add +2.7% 31,730 $3.7M
Cincinnati Casualty Co. 1.92% No change 31,000 $3.6M
Jefferies Financial Group Inc. 0.03% New 30,920 $3.6M
Alps Advisors Inc. 0.02% Add +163.8% 30,866 $3.6M
Farmers & Merchants Investments Inc. 0.09% Reduce -0.0% 30,722 $3.6M
Leavell Investment Management, Inc. 0.13% Reduce -0.9% 30,676 $3.6M
Journey Advisory Group, LLC 0.27% Add +0.4% 30,447 $3.6M
Empowered Funds, LLC 0.02% Reduce -3.2% 30,428 $3.6M
Keebeck Wealth Management 0.35% Add +4.9% 30,280 $3.5M
GAMMA Investing LLC 0.13% Add +13.1% 30,049 $3.5M
Regions Financial Corp. 0.02% Reduce -25.0% 29,688 $3.5M
Global Trust Wealth Management LLC 2.37% No change 29,428 $3.4M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.4% 29,210 $3.4M
Wedbush Securities Inc. 0.09% Reduce -3.8% 29,121 $3.4M
Trilogy Capital Inc. 0.13% Add +1.3% 29,110 $3.4M
Keybank National Association 0.01% Add +6.3% 29,028 $3.4M
Tudor Investment Corporation 0.01% Reduce -43.9% 28,760 $3.4M
Foundations Investment Advisors, LLC 0.03% Add +0.8% 28,472 $3.3M
AlphaCore Capital LLC 0.06% Add +19.1% 28,056 $3.3M
Brown Advisory Inc. 0.01% Add +1.2% 27,884 $3.3M
Mitchell & Pahl Private Wealth, LLC 1.19% Add +2.4% 27,716 $3.2M
apricus wealth, LLC 1.54% Reduce -1.1% 27,695 $3.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.4% 27,409 $3.2M
QRG Capital Management, Inc. 0.03% Add +19.9% 27,374 $3.2M
Credit Agricole S A 0.01% Add +94.8% 27,279 $3.2M
World Investment Advisors 0.05% Reduce -5.8% 27,344 $3.2M
Lantz Financial LLC 0.57% Add +2.1% 26,829 $3.1M
Prosperity Consulting Group, LLC 0.12% Reduce -0.6% 26,680 $3.1M
USS Investment Management Ltd 0.01% Reduce -41.0% 26,549 $3.1M
Rothschild Investment LLC 0.12% Reduce -0.3% 26,427 $3.1M
Associated Banc-Corp 0.07% Add +2.3% 26,330 $3.1M
Independent Advisor Alliance 0.07% Add +3.1% 26,077 $3.0M
Shakespeare Wealth Management, LLC 0.80% Add +2.1% 25,877 $3.0M
Diversified Management Inc. 0.65% Reduce -22.5% 25,869 $3.0M
Mgo One Seven LLC 0.05% Add +8.3% 25,099 $2.9M
Bridgewater Associates 0.01% New 24,998 $2.9M
Marietta Investment Partners LLC 0.50% Reduce -1.0% 24,829 $2.9M
Gulf International Bank (UK) Ltd 0.06% Reduce -1.3% 24,802 $2.9M
RFG Advisory, LLC 0.05% Add +3.2% 24,716 $2.9M
Private Advisor Group, LLC 0.01% Reduce -14.0% 24,692 $2.9M
Synergy Asset Management, LLC 0.27% New 24,620 $2.9M
Ascent Group, LLC 0.09% Reduce -7.8% 24,497 $2.9M
Pacer Advisors, Inc. 0.01% Reduce -10.9% 24,340 $2.8M
Intech Investment Management LLC 0.03% Reduce -40.4% 24,249 $2.8M
Fulton Bank, N.A. 0.09% Add +16.4% 24,135 $2.8M
Gsa Capital Partners LLP 0.18% Add +143.8% 23,837 $2.8M
Brevan Howard Capital Management LP 0.04% Reduce -43.7% 23,480 $2.7M
Broadwater Capital Management LLC 1.96% Reduce -0.2% 23,150 $2.7M
Saudi Central Bank 0.03% Add +89.9% 22,799 $2.7M
Wealth Alliance, LLC 0.22% Add +13.4% 22,729 $2.7M
Meyer Handelman Co. 0.07% No change 22,550 $2.6M
GAM Holding AG 0.20% Add +394.3% 22,537 $2.6M
Penobscot Investment Management Company, Inc. 0.18% Reduce -2.1% 22,422 $2.6M
Ellenbecker Investment Group 0.30% Add +3.6% 22,262 $2.6M
Kieckhefer Group LLC 1.06% Reduce -2.2% 22,217 $2.6M
Sit Investment Associates Inc. 0.05% No change 21,980 $2.6M
Great Valley Advisor Group, Inc. 0.04% Add +7.7% 21,968 $2.6M
Nomura Holdings Inc. 0.01% Reduce -39.5% 21,958 $2.6M
Xcelsior Advisor Partners LLC 0.34% Add +760.3% 21,903 $2.6M
Mesirow Financial Investment Management, Inc. 0.04% Reduce -3.0% 21,861 $2.6M
Spirit of America Management Corp. 0.48% Add +2.4% 21,800 $2.5M
Stonebridge Financial Group, LLC 0.19% Add +3.0% 21,710 $2.5M
Dana Investment Advisors, Inc. 0.07% Add +0.8% 21,430 $2.5M
Flputnam Investment Management Co. 0.03% Add +2.9% 21,392 $2.5M
Summit Trail Advisors, LLC 0.03% Add +5.9% 21,348 $2.5M
Agf Management Ltd. 0.01% Add +95.7% 21,241 $2.5M
Fideuram Asset Management (Ireland) dac 0.05% Add +1148.3% 21,658 $2.5M
Lido Advisors, LLC 0.01% Add +5.5% 21,045 $2.5M
Colonial Trust Co / SC 0.31% Add +1.2% 21,044 $2.5M
Kentucky Retirement Systems 0.06% New 20,555 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +52.5% 20,430 $2.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.4% 20,364 $2.4M
J.W. Cole Advisors, Inc. 0.04% Reduce -8.3% 20,313 $2.4M
Oppenheimer & Co. Inc. 0.03% Add +19.0% 20,238 $2.4M
Delta Global Management LP 0.26% Reduce -6.9% 20,199 $2.4M
Apollon Financial, LLC 0.28% Add +0.8% 20,113 $2.3M
Integrated Wealth Concepts LLC 0.02% Add +0.8% 20,099 $2.3M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.9% 20,043 $2.3M
Nordea Investment Management AB 0.00% Add +2.3% 19,889 $2.3M
Red Cedar Investment Management, LLC 0.22% No change 19,946 $2.3M
Siemens Fonds Invest GmbH 0.11% No change 19,740 $2.3M
Raleigh Capital Management Inc. 0.74% Add +21.5% 19,733 $2.3M
Campbell Capital Management Inc. 0.82% No change 19,600 $2.3M
Pathway Financial Advisers, LLC 0.57% Add +1.5% 19,402 $2.3M
Miller Howard Investments Inc. 0.06% Add +3.7% 19,363 $2.3M
Icon Wealth Advisors, LLC 0.14% Add +34.3% 19,271 $2.3M
Hantz Financial Services, Inc. 0.03% Add +3.8% 19,166 $2.2M
Cresset Asset Management, LLC 0.01% Reduce -18.9% 19,059 $2.2M
Inspire Investing, LLC 0.09% Add +15.6% 19,029 $2.2M
Fox Hill Wealth Management 0.89% Add +4.4% 19,020 $2.2M
Bleakley Financial Group, LLC 0.03% Add +13.8% 19,005 $2.2M
Clearstead Trust, LLC 0.28% Add +0.5% 18,600 $2.2M
Advisors Asset Management, Inc. 0.03% Add +8.0% 18,587 $2.2M
Nicholson Wealth Management Group, LLC 1.24% Reduce -2.5% 17,945 $2.1M
Caldwell Trust Co 0.17% Reduce -0.3% 17,931 $2.1M
Maryland State Retirement & Pension System 0.04% Add +9.5% 17,798 $2.1M
Drucker Wealth 3.0, LLC 0.33% Reduce -0.6% 17,778 $2.1M
Hartford Investment Management Co. 0.06% Reduce -3.7% 17,776 $2.1M
Ethic Inc. 0.03% Add +3.0% 17,724 $2.1M
Bokf, NA 0.03% Add +1.2% 17,438 $2.0M
Security National Bank 0.24% Add +0.8% 17,400 $2.0M
Rodgers Brothers Inc. 0.20% Reduce -0.6% 17,274 $2.0M
Vident Advisory, LLC 0.01% Reduce -1.3% 16,910 $2.0M
Drake & Associates, LLC 0.33% Add +18.7% 16,887 $2.0M
Greenwood Capital Associates LLC 0.19% Reduce -0.2% 16,843 $2.0M
M&T Bank Corp 0.01% Reduce -4.8% 16,816 $2.0M
Brookstone Capital Management 0.02% Reduce -84.2% 16,792 $2.0M
Daiichi Life Insurance Co., Ltd. 0.05% No change 16,753 $2.0M
KCM Investment Advisors LLC 0.06% Reduce -0.7% 16,627 $1.9M
Louisiana State Employees Retirement System 0.03% No change 16,600 $1.9M
Crossmark Global Holdings, Inc. 0.03% Add +1.9% 16,584 $1.9M
Norinchukin Bank, The 0.02% Reduce -23.4% 16,467 $1.9M
Marks Group Wealth Management, Inc 0.17% Add +3.5% 16,439 $1.9M
New Mexico Educational Retirement Board 0.05% Add +8.0% 16,153 $1.9M
Geneos Wealth Management Inc. 0.04% Add +2.5% 16,049 $1.9M
PDT Partners, LLC 0.10% Reduce -16.7% 16,000 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +30.4% 15,933 $1.9M
Horizon Investments, LLC 0.02% Add +0.1% 15,774 $1.8M
Money Concepts Capital Corp. 0.09% New 15,764 $1.8M
Smith Group Asset Management, LLC 0.07% No change 15,740 $1.8M
IMC-Chicago, LLC 0.02% Add +395.9% 15,735 $1.8M
Danske Bank A/S 0.00% Add +151.2% 15,721 $1.8M
Mogy Joel R Investment Counsel Inc. 0.11% No change 15,708 $1.8M
Farther Finance Advisors, LLC 0.01% Add +4.0% 15,687 $1.8M
Thrivent Financial for Lutherans 0.00% Reduce -10.8% 15,472 $1.8M
Trexquant Investment LP 0.01% New 15,463 $1.8M
ICW Investment Advisors LLC 0.63% Add +0.2% 15,311 $1.8M
Impax Asset Management Group plc 0.01% Add +4.5% 15,297 $1.8M
HB Wealth Management, LLC 0.01% Add +7.3% 15,275 $1.8M
Aviso Financial Inc. 0.06% Add +3.4% 15,231 $1.8M
Blackhawk Capital Partners, LLC 0.58% Add +34.4% 15,225 $1.8M
XTX Topco Ltd 0.02% Reduce -76.0% 15,173 $1.8M
Apollon Wealth Management, LLC 0.02% Add +47.4% 15,046 $1.8M
Royal London Asset Management Ltd. 0.00% Reduce -4.4% 14,916 $1.7M
Stephens Inc. 0.02% Reduce -1.5% 14,767 $1.7M
IFP Advisors, Inc 0.03% Reduce -6.1% 14,731 $1.7M
Acadian Asset Management LLC 0.00% Reduce -38.0% 14,672 $1.7M
Matrix Trust Co 0.25% Reduce -3.6% 14,621 $1.7M
Nations Financial Group Inc, /Ia/ 0.08% Add +7.8% 14,585 $1.7M
Verdence Capital Advisors LLC 0.09% Add +20.7% 14,573 $1.7M
NewEdge Wealth, LLC 0.02% Add +31.1% 14,571 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -0.4% 14,560 $1.7M
LVW Advisors, LLC 0.15% Reduce -1.1% 14,446 $1.7M
Stablepoint Partners, LLC 0.23% Add +0.5% 14,345 $1.7M
Richard C. Young & CO., LTD. 0.12% Reduce -0.9% 14,338 $1.7M
Precedent Wealth Partners, LLC 0.28% Add +10.6% 14,337 $1.7M
Premier Fund Managers Ltd 0.15% Reduce -50.0% 14,000 $1.7M
Landaas & Co. /Wi 0.30% Add +8.5% 13,903 $1.6M
UNIVEST FINANCIAL Corp 0.08% Add +1.4% 13,746 $1.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +8.3% 13,723 $1.6M
Mosaic Family Wealth Partners, LLC 0.11% New 13,645 $1.6M
Pinebridge Investments LLC 0.01% Add +13.4% 13,602 $1.6M
Fiduciary Alliance LLC 0.11% Reduce -0.3% 13,550 $1.6M
BKM Wealth Management, LLC 0.56% Reduce -39.2% 13,507 $1.6M
Snowden Capital Advisors LLC 0.04% Add +28.4% 13,400 $1.6M
MSH Capital Advisors LLC 0.27% Add +23.6% 13,292 $1.6M
TD Waterhouse Canada Inc. 0.00% Reduce -46.5% 13,287 $1.5M
Diversified Enterprises, LLC 0.07% Add +0.0% 13,220 $1.5M
Waverly Advisors, LLC 0.01% Add +16.3% 13,018 $1.5M
Stock Yards Bank & Trust Co. 0.04% Reduce -1.7% 12,976 $1.5M
Coastal Bridge Advisors, LLC 0.09% Add +5.0% 12,880 $1.5M
Ninepoint Partners LP 0.13% No change 12,863 $1.5M
HM Payson & Co. 0.02% Add +0.1% 12,792 $1.5M
Parsons Capital Management Inc. 0.07% Reduce -84.2% 12,777 $1.5M
MUFG Securities EMEA plc 0.02% Reduce -4.4% 12,744 $1.5M
Citizens Financial Group Inc. 0.02% Add +9.5% 12,703 $1.5M
IAG Wealth Partners, LLC 0.15% Reduce -4.2% 12,638 $1.5M
Summit Financial, LLC 0.02% Add +13.5% 12,616 $1.5M
Jain Global LLC 0.02% Reduce -38.9% 12,487 $1.5M
Conning Inc. 0.04% Reduce -0.9% 12,264 $1.4M
Cornell Pochily Investment Advisors, Inc. 0.38% Add +0.2% 12,167 $1.4M
Sigma Planning Corp 0.04% Reduce -2.4% 12,070 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +0.5% 12,002 $1.4M
Twin City Private Wealth, LLC 0.98% Reduce -1.3% 11,975 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.50% Add +6.5% 11,858 $1.4M
Enhancing Capital LLC 0.94% No change 11,706 $1.4M
Kampmann Melissa S. 1.03% No change 11,680 $1.4M
McGlone Suttner Wealth Management, Inc. 0.16% Add +1.9% 11,653 $1.4M
Welch & Forbes LLC 0.02% No change 11,648 $1.4M
Hummer Financial Advisory Services Inc 0.89% No change 11,622 $1.4M
ZEGA Investments, LLC 0.22% New 11,513 $1.3M
Frec Markets, Inc. 0.12% Add +170.5% 11,425 $1.3M
First Bank & Trust 0.19% Add +8.4% 11,314 $1.3M
HighPoint Advisor Group LLC 0.05% Add +7.4% 11,288 $1.3M
Wealthspire Advisors, LLC 0.01% Add +2.3% 11,268 $1.3M
Tidal Investments LLC 0.00% Add +7.1% 11,216 $1.3M
Empirical Finance, LLC 0.05% Add +3.6% 11,141 $1.3M
Charter Capital Management, LLC\DE 0.57% Reduce -1.3% 11,037 $1.3M
Alliance Wealth Advisors, LLC 0.24% Reduce -32.3% 10,984 $1.3M
EP Wealth Advisors, LLC 0.00% Add +28.1% 10,935 $1.3M
Valmark Advisers, Inc. 0.01% Add +19.6% 10,868 $1.3M
Venture Visionary Partners LLC 0.04% Reduce -0.5% 10,831 $1.3M
RIA Advisory Group LLC 0.28% Add +8.8% 10,788 $1.3M
South Dakota Investment Council 0.02% No change 10,766 $1.3M
Blue Trust, Inc. 0.01% Reduce -5.6% 10,717 $1.3M
Axxcess Wealth Management, LLC 0.02% Add +52.5% 10,703 $1.2M
Legacy Private Trust Co. 0.07% No change 10,684 $1.2M
New Age Alpha Advisors, LLC 0.05% Reduce -1.6% 10,660 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% No change 10,658 $1.2M
Fourpath Capital Management, LLC 0.16% Add +31.1% 10,615 $1.2M
Sumitomo Life Insurance Co. 0.02% Reduce -5.5% 10,614 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +91.4% 10,570 $1.2M
Bluespring Wealth Management, LLC 0.02% New 10,526 $1.2M
Clearstead Advisors, LLC 0.01% Add +37.4% 10,459 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 10,443 $1.2M
Buckley Wealth Management, LLC 0.30% Add +5.2% 10,409 $1.2M
PFW Advisors LLC 0.35% Reduce -4.3% 10,389 $1.2M
Profund Advisors LLC 0.03% Reduce -8.2% 10,199 $1.2M
MAI Capital Management 0.00% Add +0.2% 10,184 $1.2M
Twin Capital Management Inc. 0.13% Reduce -18.9% 10,050 $1.2M
Steph & Co. 0.30% Add +44.2% 9,981 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Add +0.3% 9,973 $1.2M
Mufg Securities Americas Inc. 0.06% Add +8.9% 9,811 $1.1M
Wealth Architects, LLC 0.09% Add +0.3% 9,733 $1.1M
Rowlandmiller & Partners.adv 0.21% No change 9,728 $1.1M
Strategic Investment Advisors / MI 0.07% Reduce -0.1% 9,717 $1.1M
Birch Financial Group, LLC 0.58% Add +0.9% 9,704 $1.1M
North Dakota State Investment Board 0.05% Add +2.9% 9,681 $1.1M
Turning Point Benefit Group, Inc. 0.49% Add +27.8% 9,682 $1.1M
Portfolio Design Labs, LLC 0.18% Add +8.4% 9,666 $1.1M
Legato Capital Management LLC 0.09% Reduce -54.1% 9,633 $1.1M
Trueblood Wealth Management, LLC 0.39% Add +0.5% 9,620 $1.1M
American State Bank (Iowa) 0.45% No change 9,584 $1.1M
LOM Asset Management Ltd 0.29% Add +4510.2% 9,451 $1.1M
Prospera Financial Services Inc 0.02% Reduce -19.8% 9,400 $1.1M
Bank & Trust Co 0.69% Reduce -1.6% 9,365 $1.1M
Aster Capital Management (DIFC) Ltd 0.23% Add +175.3% 9,309 $1.1M
Hendershot Investments Inc. 0.14% No change 9,218 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.11% Add +43.3% 9,188 $1.1M
Equitable Holdings, Inc. 0.01% Reduce -50.3% 9,122 $1.1M
NorthRock Partners, LLC 0.02% Reduce -13.6% 9,116 $1.1M
Modern Wealth Management, LLC 0.01% Add +5.3% 9,104 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +1.9% 9,029 $1.1M
Arkadios Wealth Advisors 0.02% Reduce -20.9% 8,983 $1.0M
Plus Group Wealth Advisors LLC 0.98% No change 8,963 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.9% 8,939 $1.0M
Hartford Funds Management Co LLC 0.08% Add +6.5% 8,890 $1.0M
Altshuler Shaham Ltd 0.01% Add +11.6% 8,874 $1.0M
Voya Financial Advisors, Inc. 0.09% Reduce -4.7% 8,720 $1.0M
United Capital Financial Advisors, LLC 0.01% Add +0.5% 8,824 $1.0M
Commerce Advisors, LLC 0.56% Add +0.9% 8,790 $1.0M
Norden Group LLC 0.08% Reduce -1.6% 8,780 $1.0M
IHT Wealth Management, LLC 0.02% Reduce -1.1% 8,767 $1.0M
Schmidt P J Investment Management Inc. 0.16% No change 8,748 $1.0M
Sierra Summit Advisors LLC 0.11% Add +2.8% 8,713 $1.0M
Chelsea Counsel Co. 0.43% No change 8,672 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +3.2% 8,664 $1.0M
Kentucky Retirement Systems Insurance Trust Fund 0.06% Add +1.5% 8,530 $996K
Intrua Financial, LLC 0.09% Reduce -0.9% 8,518 $995K
Portside Wealth Group, LLC 0.12% Reduce -5.8% 8,499 $992K
PFG Investments, LLC 0.04% Add +0.1% 8,499 $992K
Securian Asset Management, Inc. 0.04% Reduce -1.7% 8,671 $983K
Montag A & Associates Inc. 0.04% No change 8,414 $983K
Chicago Capital, LLC 0.02% Reduce -1.9% 8,404 $981K
Carnegie Investment Counsel 0.02% No change 8,301 $969K
Private Harbour Investment Management & Counsel, LLC 1.15% No change 8,280 $967K
Callan Family Office, LLC 0.02% Add +2.3% 8,279 $967K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 8,236 $962K
Searle & Co. 0.22% Add +13.9% 8,200 $958K
Choreo, LLC 0.01% Reduce -11.4% 8,184 $956K
WNY Asset Management, LLC 0.09% Reduce -5.7% 8,153 $952K
Greenleaf Trust 0.01% Add +0.5% 8,036 $938K
Confluence Wealth Services, Inc. 0.03% New 7,948 $928K
Aristotle Atlantic Partners, LLC 0.04% No change 7,941 $927K
Axq Capital, LP 0.10% Reduce -78.1% 7,925 $925K
Winch Advisory Services, LLC 0.19% Add +0.9% 7,858 $918K
Metis Global Partners, LLC 0.02% Reduce -15.4% 7,848 $916K
Meeder Advisory Services, Inc. 0.03% Reduce -5.9% 7,745 $904K
Triangle Securities Wealth Management 0.18% Add +0.1% 7,739 $904K
ProVise Management Group, LLC 0.06% Add +39.5% 7,730 $903K
Exchange Traded Concepts, LLC 0.00% Reduce -2.5% 7,715 $901K
Revisor Wealth Management LLC 0.22% Reduce -0.7% 7,689 $898K
DF Dent & Co. Inc. 0.02% Reduce -0.7% 7,681 $897K
Rehmann Capital Advisory Group 0.04% Add +3.7% 7,633 $891K
Heartland Bank & Trust Co 0.18% Add +0.9% 7,592 $887K
Clifford Swan Investment Counsel LLC 0.03% No change 7,554 $882K
Stonebridge Capital Advisors LLC 0.06% Add +12.1% 7,526 $879K
Andra AP-fonden 0.01% Add +1034.6% 7,500 $876K
Romano Brothers and Company 0.09% No change 7,499 $876K
Obermeyer Wealth Partners 0.04% Reduce -0.1% 7,497 $875K
Canada Post Corp Registered Pension Plan 0.03% No change 7,452 $870K
Balyasny Asset Management L.P. 0.00% Reduce -97.7% 7,389 $863K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -7.8% 7,379 $862K
Investment House LLC 0.04% No change 7,300 $852K
North Star Investment Management Corp. 0.05% Add +0.1% 7,293 $852K
First United Bank & Trust 0.24% Reduce -9.5% 7,280 $850K
Venturi Wealth Management, LLC 0.03% Add +1.4% 7,248 $846K
Westpac Banking Corp. 0.05% Reduce -14.5% 7,172 $837K
Integrated Advisors Network LLC 0.04% Reduce -3.2% 7,166 $837K
CHICAGO TRUST Co NA 0.12% Reduce -0.8% 7,154 $835K
Beaton Management Co. Inc. 0.34% Reduce -6.5% 7,088 $828K
CWS Financial Advisors, LLC 0.18% Add +16.5% 7,054 $824K
Regal Investment Advisors LLC 0.04% Add +0.2% 7,012 $819K
Wesbanco Bank Inc. 0.02% Reduce -19.9% 6,984 $816K
Sagespring Wealth Partners, LLC 0.01% Add +7.1% 6,868 $802K
Burling Wealth Partners, LLC 0.12% No change 6,859 $801K
Heritage Family Offices, LLP 0.31% Reduce -47.9% 6,852 $800K
Pacific Excel Wealth Advisors, Inc. 0.31% New 6,852 $800K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -12.8% 6,784 $792K
Legacy Wealth Managment, LLC 0.32% Reduce -0.0% 6,737 $787K
UMB Bank, n.a. 0.01% Add +2.2% 6,697 $782K
Sivia Capital Partners, LLC 0.10% New 6,688 $781K
Elevation Point Wealth Partners, LLC 0.01% Add +4.1% 6,657 $777K
Rwa Wealth Partners, LLC 0.01% Add +17.3% 6,569 $767K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -30.0% 6,515 $761K
Diversified Trust Co. 0.01% Add +3.4% 6,444 $752K
Ti-Trust, Inc. 0.40% No change 6,430 $751K
Richmond Investment Services, LLC 0.24% Reduce -55.4% 6,382 $745K
Advisors Capital Management, LLC 0.01% Add +3.0% 6,362 $743K
Savvy Advisors, Inc. 0.02% Add +29.0% 6,360 $743K
Private Trust Co. NA 0.06% Add +3.2% 6,359 $743K
Walleye Capital LLC 0.00% Add +15.3% 6,359 $743K
Bradley Foster & Sargent Inc. 0.01% No change 6,308 $737K
Gradient Investments LLC 0.01% Add +20.3% 6,297 $735K
Focus Financial Network, Inc. 0.02% Add +4.2% 6,287 $734K
Syon Capital LLC 0.03% Add +11.8% 6,271 $732K
Trust Co. of Toledo NA 0.06% Add +1.4% 6,246 $729K
North Star Asset Management Inc. 0.03% Add +1.2% 6,244 $729K
Centennial Wealth Advisory LLC 0.16% Add +8.1% 6,188 $723K
Engineers Gate Manager LP 0.01% New 6,180 $722K
Bridges Investment Management Inc. 0.01% Reduce -1.6% 6,137 $717K
Park Place Capital Corp 0.11% Add +12.1% 6,125 $715K
CENTRAL TRUST Co 0.01% Add +0.4% 6,104 $713K
Cerro Pacific Wealth Advisors LLC 0.16% No change 6,085 $711K
Financial Advisors Network, Inc. 0.09% Add +11.6% 6,043 $706K
Advisors Management Group Inc. 0.12% Add +0.3% 6,024 $703K
Signaturefd, LLC 0.01% Add +3.2% 6,016 $703K
Dakota Wealth Management 0.01% Reduce -0.4% 6,006 $701K
Compound Planning, Inc. 0.02% Add +5.5% 5,997 $700K
Invst, LLC 0.07% Reduce -1.4% 5,995 $700K
Harbour Investment Management LLC 0.36% Reduce -2.0% 5,990 $699K
Ballentine Partners, LLC 0.01% Reduce -0.2% 5,921 $691K
Coldstream Capital Management Inc. 0.01% Add +12.1% 5,916 $691K
Kovack Advisors, Inc. 0.03% Add +45.2% 5,918 $690K
Martingale Asset Management L P 0.02% Reduce -18.8% 5,872 $686K
TBH Global Asset Management, LLC 0.13% Add +0.6% 5,867 $685K
Journey Retirement Planning & Investment Management LLC 0.53% Reduce -7.9% 5,817 $679K
Fiduciary Trust Co 0.01% Add +17.0% 5,802 $678K
Haverford Trust Co 0.01% Reduce -0.9% 5,792 $676K
49 Wealth Management, LLC 0.13% New 5,774 $674K
Alongside, LLC 0.13% — 5,774 $674K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.0% 5,751 $672K
Kesler, Norman & Wride, LLC 0.11% Reduce -0.7% 5,715 $667K
ARS Wealth Advisors Group, LLC 0.05% Add +0.0% 5,675 $663K
Avantax Planning Partners, Inc. 0.02% Reduce -25.9% 5,667 $662K
Elyxium Wealth, LLC 0.07% New 5,663 $661K
Tema ETFs LLC 0.02% Add +8.3% 5,657 $661K
Perigon Wealth Management, LLC 0.01% Add +24.8% 5,619 $656K
Mather Group, Llc. 0.01% Add +109.5% 5,597 $654K
V-Square Quantitative Management LLC 0.06% Add +7.0% 5,597 $654K
Monument Capital Management 0.13% Add +63.0% 5,572 $651K
Moneta Group Investment Advisors LLC 0.00% Add +1.0% 5,547 $648K
Cynosure Group, LLC 0.10% New 5,530 $646K
Aviva PLC 0.00% No change 5,527 $645K
Parallel Advisors, LLC 0.01% Add +2.6% 5,497 $642K
City State Bank 0.15% Reduce -1.6% 5,492 $641K
TCW Group Inc. 0.00% Add +5.4% 5,469 $639K
Resources Management Corp. /CT/ 0.08% No change 5,409 $632K
SYM FINANCIAL Corp 0.05% Add +4.4% 5,409 $632K
Segment Wealth Management, LLC 0.03% Add +18.7% 5,401 $631K
Mission Wealth Management, LP 0.01% Add +30.6% 5,337 $623K
Hutner Capital Management Inc. 0.25% No change 5,336 $623K
Aaron Wealth Advisors LLC 0.03% Add +50.9% 5,326 $622K
Beverly Hills Private Wealth, LLC 0.12% Reduce -64.4% 5,294 $618K
Abc Arbitrage SA 0.07% Reduce -46.3% 5,289 $618K
Aptus Capital Advisors, LLC 0.00% Reduce -2.8% 5,229 $611K
Fifth Third Wealth Advisors LLC 0.02% Add +4.1% 5,212 $609K
Tsfg, LLC 0.08% Add +0.7% 5,205 $608K
Boston Family Office LLC 0.04% No change 5,211 $608K
Eastern Bank 0.01% Reduce -4.2% 5,197 $607K
Kingdom Financial Group LLC. 0.15% Reduce -2.6% 5,183 $605K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.7% 5,179 $604K
Blossom Wealth Management 0.85% Reduce -4.3% 5,171 $604K
Phillips Wealth Planners LLC 0.44% Add +5.7% 5,100 $600K
Master's Wealth Management Inc. 0.18% Add +27.0% 5,134 $600K
Paragon Private Wealth Management, LLC 0.16% Reduce -0.9% 5,131 $599K
Dougherty & Associates, LLC 0.47% Reduce -2.5% 5,032 $588K
Daymark Wealth Partners, LLC 0.01% Reduce -1.8% 5,021 $586K
Kera Capital Partners, Inc. 0.06% Add +17.9% 5,015 $586K
FWL Investment Management, LLC 0.11% No change 5,000 $584K
Capital Advisors Inc. 0.01% Reduce -4.1% 4,946 $578K
Indivisible Partners 0.03% Add +27.0% 4,938 $577K
Spectrum Investment Advisors, Inc. 0.24% Add +2.2% 4,929 $576K
Trivium Point Advisory, LLC 0.05% Add +3.8% 4,923 $575K
MPS Loria Financial Planners, LLC 0.13% Reduce -6.2% 4,922 $575K
Partnership Wealth Management, LLC 0.39% No change 4,900 $572K
Jump Financial, LLC 0.01% Reduce -88.5% 4,900 $572K
Moisand Fitzgerald Tamayo, LLC 0.06% No change 4,893 $571K
Diversify Advisory Services, LLC 0.01% New 4,978 $567K
Diversify Wealth Management, LLC 0.01% Reduce -6.5% 4,978 $567K
Colter Lewis Investment Partners LLC 0.25% No change 4,846 $566K
Mill Capital Management, LLC 0.04% No change 4,824 $563K
Badgley Phelps Wealth Managers, LLC 0.01% No change 4,792 $560K
Marshall Investment Management, LLC 0.23% Add +6.8% 4,784 $559K
HBK Sorce Advisory LLC 0.01% Add +4.0% 5,145 $557K
FIL Ltd 0.00% Add +101.3% 4,758 $556K
Simplicity Wealth,LLC 0.02% Add +1.5% 4,724 $552K
Schaper Benz & Wise Investment Counsel Inc. 0.04% No change 4,718 $551K
Integrity Alliance, Llc. 0.02% Add +29.8% 4,715 $551K
Smith, Moore & Co. 0.04% Add +0.0% 4,665 $545K
Skba Capital Management LLC 0.09% No change 4,665 $545K
CWA Asset Management Group, LLC 0.02% Add +23.7% 4,650 $543K
Keystone Financial Group 0.03% Add +11.0% 4,609 $538K
Florida Trust Wealth Management Co 0.01% Reduce -0.7% 4,590 $536K
West Paces Advisors Inc. 0.09% Add +0.6% 4,569 $534K
Midwest Trust Co 0.01% Reduce -7.3% 4,544 $531K
Brown Miller Wealth Management, LLC 0.13% No change 4,528 $529K
Advisor OS, LLC 0.04% Reduce -4.2% 4,521 $528K
Csenge Advisory Group 0.02% Reduce -4.1% 4,517 $527K
Hudock, Inc. 0.07% No change 4,513 $527K
Cary Street Partners Investment Advisory LLC 0.11% Add +4.3% 4,507 $526K
Financial Advisory Partners, LLC 0.14% Reduce -4.5% 4,507 $526K
Qsemble Capital Management, LP 0.07% Reduce -92.4% 4,499 $525K
Crewe Advisors LLC 0.04% Add +2.6% 4,494 $525K
Caprock Group, LLC 0.01% Reduce -8.8% 4,492 $525K
CreativeOne Wealth, LLC 0.01% Reduce -7.8% 4,475 $522K
Chesley Taft & Associates LLC 0.02% Reduce -0.5% 4,460 $521K
Vontobel Holding Ltd. 0.00% Add +11.4% 4,435 $518K
Quantum Portfolio Management LLC 0.19% Add +1.4% 4,413 $515K
Colonial Trust Advisors 0.04% No change 4,372 $511K
Marble Harbor Investment Counsel, LLC 0.05% No change 4,368 $510K
Advyzon Investment Management, LLC 0.04% Reduce -11.1% 4,359 $509K
Chicago Partners Investment Group LLC 0.01% Add +24.7% 4,425 $508K
Thrive Wealth Management, LLC 0.07% Reduce -0.2% 4,326 $505K
Forum Financial Management, LP 0.01% No change 4,322 $505K
Certior Financial Group, LLC 0.27% Add +2.6% 4,286 $500K
Waterway Wealth Management, LLC 0.10% Reduce -42.3% 4,277 $499K
Highland Investment Advisors LLC 0.22% — 4,255 $497K
PUREfi Wealth, LLC 0.27% Add +31.9% 4,252 $497K
Redmond Asset Management, LLC 0.12% Reduce -1.2% 4,250 $496K
Duncker Streett & Co. Inc. 0.08% Add +4.4% 4,235 $495K
Ritholtz Wealth Management 0.01% Reduce -0.2% 4,203 $491K
Carret Asset Management, LLC 0.04% Add +5.0% 4,200 $490K
Old Second National Bank of Aurora 0.09% No change 4,196 $490K
Carl P. Sherr & Co., LLC 0.20% Reduce -1.5% 4,186 $489K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.2% 4,160 $486K
Aprio Wealth Management, LLC 0.02% Add +0.9% 4,150 $485K
Bullock Wealth Management Group 0.21% Add +1.2% 4,146 $482K
71 West Capital Partners 0.02% Add +44.8% 4,066 $475K
OpenArc Corporate Advisory, LLC 0.01% Add +8.9% 4,057 $474K
Praxis Investment Management Inc. 0.02% No change 4,050 $473K
Harvest Fund Management Co., Ltd 0.02% Reduce -1.4% 4,045 $472K
Krilogy Financial LLC 0.01% Add +42.8% 4,033 $471K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +0.1% 4,032 $471K
Gateway Wealth Partners, LLC 0.03% Reduce -46.1% 3,993 $466K
International Private Wealth Advisors LLC 0.24% Add +0.3% 3,986 $465K
Faithward Advisors, LLC 0.06% Reduce -21.1% 3,984 $465K
Moors & Cabot, Inc. 0.02% Reduce -29.4% 3,980 $465K
Bruce & Co., Inc. 0.12% No change 3,945 $461K
Zhang Financial LLC 0.01% Reduce -0.1% 3,928 $459K
Tarbox Family Office, Inc. 0.07% No change 3,918 $458K
Dynamic Technology Lab Private Ltd 0.10% New 3,904 $456K
Chesapeake Asset Management LLC 0.35% Add +30.6% 3,878 $453K
West Family Investments, Inc. 0.13% Add +0.3% 3,864 $451K
Wedmont Private Capital 0.01% Add +17.8% 3,911 $450K
AlphaStar Capital Management, LLC 0.03% Reduce -8.3% 3,841 $448K
Fortis Group Advisors, LLC 0.07% Reduce -79.6% 3,819 $446K
Impact Partnership Wealth, LLC 0.04% Add +0.8% 3,802 $444K
Smithfield Trust Co 0.02% Reduce -1.3% 3,806 $443K
Signet Private Wealth LLC 0.35% No change 3,793 $443K
Brandywine Oak Private Wealth LLC 0.03% Reduce -0.9% 3,791 $443K
McDonough Capital Management, Inc 0.22% No change 3,788 $442K
Appleton Partners Inc. 0.03% Reduce -0.6% 3,782 $442K
Keudell/Morrison Wealth Management 0.08% Add +12.7% 3,781 $442K
AdvisorNet Financial, Inc 0.02% Add +0.4% 3,755 $439K
Avestar Capital, LLC 0.03% Add +3.6% 3,749 $438K
Legacy Capital Wealth Partners, LLC 0.08% Add +0.7% 3,745 $437K
Grant Private Wealth Management Inc 0.18% Add +41.5% 3,741 $437K
ZWJ Investment Counsel Inc. 0.01% Add +0.5% 3,739 $437K
Smartleaf Asset Management LLC 0.01% No change 3,669 $435K
LMR Partners LLP 0.00% Reduce -54.0% 3,701 $432K
Buska Wealth Management, LLC 0.16% No change 3,700 $432K
Brighton Jones LLC 0.01% Add +3.7% 3,685 $430K
Sapient Capital LLC 0.01% Add +61.0% 3,679 $430K
Hilltop Holdings Inc. 0.03% Add +5.9% 3,668 $428K
WealthTrust Axiom LLC 0.10% No change 3,666 $428K
Cornerstone Enterprises, LLC 0.20% Add +4.0% 3,665 $428K
Hanson & Doremus Investment Management 0.04% No change 3,659 $427K
Machina Capital S.A.S. 0.07% New 3,654 $427K
Nilsine Partners, LLC 0.03% Reduce -0.5% 3,619 $423K
Sunpointe, LLC 0.12% Add +9.8% 3,581 $418K
Glenview Trust Co 0.01% Add +12.8% 3,580 $418K
Turtle Creek Wealth Advisors, LLC 0.02% Add +32.9% 3,554 $416K
Oarsman Capital, Inc. 0.04% Reduce -16.4% 3,545 $414K
Wealthquest Corp 0.03% Add +0.4% 3,543 $414K
RDA Financial Network 0.09% Add +66.5% 3,540 $413K
Avaii Wealth Management, LLC 0.12% Add +0.0% 3,523 $411K
Frank, Rimerman Advisors LLC 0.02% Add +14.7% 3,507 $410K
111 Capital 0.07% New 3,487 $407K
Berger Financial Group, Inc 0.02% New 3,479 $406K
Stonehaven Wealth & Tax Solutions, LLC 0.32% Reduce -2.8% 3,463 $404K
Dynamic Advisor Solutions LLC 0.01% Reduce -5.6% 3,457 $404K
Reynders McVeigh Capital Management, LLC 0.02% No change 3,455 $403K
Candriam S.C.A. 0.00% Reduce -0.1% 3,452 $403K
EverSource Wealth Advisors, LLC 0.01% Reduce -25.1% 3,434 $401K
Greenfield Savings Bank 0.15% No change 3,427 $400K
PFG Advisors 0.02% Add +0.6% 3,424 $400K
Inscription Capital, LLC 0.04% Add +66.8% 3,411 $398K
Strategy Asset Managers LLC 0.06% Add +0.2% 3,408 $398K
F/m Investments LLC 0.02% No change 3,401 $397K
Nvest Financial, LLC 0.13% No change 3,398 $397K
Argent Trust Co 0.01% Add +8.1% 3,396 $397K
Patrick M Sweeney & Associates, Inc. 0.23% Add +10.9% 3,371 $394K
Main Street Financial Solutions, LLC 0.03% New 3,366 $393K
Qtron Investments LLC 0.05% No change 3,354 $392K
Ariston Services Group 0.22% Add +0.0% 3,351 $391K
Loudon Investment Management, LLC 0.19% Reduce -35.3% 3,350 $391K
Maple Capital Management, Inc. 0.02% Reduce -0.6% 3,347 $391K
Parkside Financial Bank & Trust 0.03% Add +23.5% 3,335 $389K
HUB Investment Partners, LLC 0.01% Add +29.6% 3,308 $386K
Bingham Private Wealth, LLC 0.27% Add +10.4% 3,308 $386K
Quadrant Capital Group LLC 0.01% Add +18.0% 3,284 $383K
Livet Wealth, LLC 0.22% Reduce -1.6% 3,283 $383K
Norris Perne & French LLP 0.02% Add +33.0% 3,281 $383K
Tenet Wealth Partners, LLC 0.28% — 3,363 $383K
Gladstone Institutional Advisory LLC 0.01% Add +3.4% 3,263 $381K
Aegis Wealth Management LLC 0.18% Reduce -1.0% 3,262 $381K
Valtinson Bruner Financial Planning LLC 0.10% New 3,255 $380K
Evolve Private Wealth, LLC 0.02% Reduce -49.0% 3,248 $379K
Oxford Asset Management LLP 0.19% New 3,237 $378K
Gryphon Financial Partners LLC 0.03% Add +5.9% 3,237 $378K
Crestwood Advisors Group, LLC 0.01% Add +51.0% 3,227 $377K
Certuity, LLC 0.02% Add +20.2% 3,225 $377K
Moment Partners, LLC 0.07% Add +8.8% 3,207 $374K
1ST Source Bank 0.02% Add +2.1% 3,206 $374K
Insight Wealth Strategies, LLC 0.04% Add +0.6% 3,218 $374K
Focus Partners Advisor Solutions, LLC 0.00% New 3,201 $374K
GeoWealth Management, LLC 0.01% Add +1.6% 3,200 $374K
Walkner Condon Financial Advisors LLC 0.04% Add +4.2% 3,185 $372K
Atlantic Union Bankshares Corp 0.01% Add +20.0% 3,170 $370K
Meiji Yasuda Life Insurance Co 0.01% New 3,167 $370K
Intrust Bank NA 0.03% Add +21.0% 3,162 $369K
Astoria Portfolio Advisors LLC. 0.06% Add +34.5% 3,134 $366K
Checchi Capital Advisers, LLC 0.02% Add +1.6% 3,132 $366K
Cypress Wealth Services, LLC 0.04% Reduce -0.8% 3,125 $365K
Arbor Trust Wealth Advisors, LLC 0.15% No change 3,120 $364K
AssuredPartners Investment Advisors, LLC 0.04% Add +49.7% 3,115 $364K
PAX Financial Group, LLC 0.05% Reduce -15.9% 3,113 $363K
Rexford Capital Inc. 0.22% No change 3,086 $360K
Roberts Financial Services LLC 0.10% No change 3,059 $357K
Dahring | Cusmano LLC 0.19% Add +0.9% 3,056 $357K
Cary Street Partners Financial LLC 0.01% Reduce -1.5% 3,023 $353K
OneAscent Financial Services LLC 0.02% Reduce -16.3% 3,021 $353K
LS Investment Advisors, LLC 0.05% No change 3,000 $350K
Code Waechter LLC 0.18% Add +24.1% 2,999 $350K
Jacobi Capital Management LLC 0.02% Reduce -0.7% 2,998 $350K
Defined Wealth Management, LLC 0.18% Add +0.6% 2,988 $349K
Bank of Stockton 0.10% No change 2,982 $348K
Madison Wealth Partners, Inc 0.04% Add +4.0% 2,981 $348K
Graybill Wealth Management, LTD. 0.09% No change 2,981 $348K
Cigna Investments Inc. 0.05% Reduce -5.0% 2,979 $348K
Mirabella Financial Services LLP 0.04% New 2,980 $348K
Tower Research Capital LLC (TRC) 0.01% Reduce -73.5% 2,965 $346K
Fidelis Capital Partners, LLC 0.02% Add +4.1% 2,949 $344K
Compass Financial Group, INC 0.04% No change 2,938 $343K
Sovereign Investment Advisors, LLC 0.06% No change 2,937 $343K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.03% No change 2,931 $342K
Beacon Investment Advisors LLC 0.11% Add +0.2% 2,914 $340K
Principle Wealth Partners LLC 0.02% No change 2,895 $338K
Concorde Asset Management, LLC 0.20% Add +46.3% 2,893 $338K
FSM Wealth Advisors, LLC 0.04% Add +0.1% 2,885 $337K
Everpar Advisors LLC 0.10% Add +17.0% 2,885 $337K
Valeo Financial Advisors, LLC 0.01% Add +27.9% 2,877 $336K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -9.2% 2,824 $335K
SageView Advisory Group, LLC 0.01% Reduce -14.1% 2,864 $334K
StoneX Group Inc. 0.01% New 2,844 $333K
truNorth Financial Services, Inc. 0.30% No change 2,842 $332K
Summit Asset Management, LLC 0.04% No change 2,835 $331K
Dividend Assets Capital, LLC 0.06% No change 2,810 $328K
OneAscent Investment Solutions LLC 0.31% Add +10.8% 2,809 $328K
Laurel Oak Wealth Management, LLC 0.05% Add +31.7% 2,808 $328K
Evergreen Capital Management LLC 0.01% Add +15.7% 2,797 $327K
Rothschild Wealth LLC 0.03% New 2,795 $326K
MBE Wealth Management, LLC 0.11% No change 2,793 $326K
Lodestone Wealth Management LLC 0.11% No change 2,787 $325K
DSG Capital Advisors, LLC 0.05% No change 2,827 $325K
Elevated Capital Advisors, LLC 0.09% Reduce -53.3% 2,775 $324K
Alhambra Investment Management LLC 0.14% No change 2,768 $323K
Continuum Advisory, LLC 0.03% Add +14.9% 2,766 $323K
Guinness Asset Management LTD 0.01% Add +61.3% 2,766 $323K
McCarter Private Wealth Services LLC 0.11% Reduce -15.0% 2,765 $323K
Expressive Wealth LLC 0.30% Add +3.5% 2,761 $322K
CFS Investment Advisory Services, LLC 0.02% Add +0.5% 2,706 $322K
Zacks Investment Management 0.00% Reduce -25.3% 2,753 $321K
Fisher Asset Management 0.00% Reduce -19.1% 2,753 $321K
Perennial Investment Advisors, LLC 0.02% Add +7.8% 2,752 $321K
Western Wealth Management, LLC 0.01% Reduce -8.6% 2,747 $321K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,745 $321K
Wealth Enhancement Trust Services, Inc. 0.04% Reduce -6.2% 2,721 $318K
Centiva Capital, LP 0.01% Reduce -60.9% 2,711 $317K
Pekin Hardy Strauss, Inc. 0.03% No change 2,701 $315K
Capital Asset Advisory Services LLC 0.01% Reduce -0.2% 2,696 $315K
Live Oak Private Wealth LLC 0.04% No change 2,692 $314K
Successful Portfolios LLC 0.15% No change 2,732 $314K
Stokes Capital Advisors, LLC 0.07% Add +30.9% 2,684 $313K
Hurlow Wealth Management Group, Inc. 0.07% Add +2.8% 2,684 $313K
Essex Financial Services, Inc. 0.02% Reduce -0.8% 2,680 $313K
Liberty Wealth Management LLC 0.04% No change 2,688 $311K
Heritage Investors Management Corp. 0.01% No change 2,660 $311K
Ironwood Investment Counsel, LLC 0.04% No change 2,654 $310K
Proficio Capital Partners LLC 0.01% New 2,654 $310K
Integris Wealth Management, LLC 0.06% Add +6.5% 2,638 $308K
D L Carlson Investment Group Inc. 0.05% Reduce -5.1% 2,635 $308K
Connecticut Capital Management Group, LLC 0.25% No change 2,634 $308K
Bailard, Inc. 0.01% No change 2,634 $308K
Bull Harbor Capital LLC 0.06% New 2,631 $307K
Commerzbank Aktiengesellschaft 0.01% Reduce -14.9% 2,627 $307K
Planning Center, Inc. 0.03% No change 2,611 $305K
MTM Investment Management, LLC 0.09% No change 2,610 $305K
Prelude Capital Management, LLC 0.02% New 2,606 $304K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,605 $304K
International Assets Investment Management, LLC 0.02% Add +9.5% 2,616 $304K
CX Institutional 0.01% Reduce -0.1% 2,599 $303K
Cozad Asset Management Inc. 0.02% Add +18.0% 2,588 $302K
Capital Investment Services of America, Inc. 0.03% No change 2,586 $302K
John G Ullman & Associates Inc. 0.04% No change 2,566 $300K
Providence Wealth Advisors, LLC 0.18% Add +0.0% 2,549 $299K
Kingsbury Capital Investment Advisors LLC 0.25% Reduce -1.0% 2,563 $299K
KMT Wealth Management, LLC 0.25% New 2,563 $299K
Busey Bank 0.01% Reduce -2.5% 2,562 $299K
Capital Investment Advisors, LLC 0.00% Add +8.9% 2,553 $298K
FDx Advisors, Inc. 0.09% Reduce -2.2% 2,549 $298K
AMG National Trust Bank 0.01% Add +4.6% 2,546 $297K
Nwam LLC 0.01% New 2,544 $297K
Sprott Inc. 0.01% New 2,540 $297K
Independent Financial Group, LLC 0.01% Reduce -17.9% 2,519 $294K
Pinnacle West Asset Management, Inc. 0.20% No change 2,520 $294K
Randall & Associates Wealth Management 0.18% New 2,510 $293K
Pure Financial Advisors, LLC 0.00% Reduce -3.1% 2,501 $292K
Tower Wealth Partners, Inc. 0.14% Add +0.5% 2,495 $291K
Walsh & Associates, LLC 0.24% No change 2,484 $290K
Midwest Professional Planners, LTD. 0.06% No change 2,457 $287K
Keystone Financial Group, Inc. 0.15% Add +0.4% 2,432 $284K
Anchor Bay Capital, Inc. 0.15% — 2,665 $283K
Trust Point Inc. 0.02% Add +1.2% 2,418 $282K
Premier Path Wealth Partners, LLC 0.03% Reduce -6.4% 2,416 $282K
Core Capital Management & Research, inc. 0.15% — 2,645 $281K
Dala Group, LLC 0.23% No change 2,398 $280K
Drive Wealth Management, LLC 0.05% Add +3.4% 2,391 $279K
Atlantic Family Wealth, LLC 0.18% No change 2,383 $278K
Navera Investment Management Ltd. 0.01% No change 2,380 $278K
Baker Ellis Asset Management LLC 0.03% No change 2,372 $277K
Hilltop Partners LLC 0.07% No change 2,370 $277K
First Foundation Advisors 0.01% Reduce -2.0% 2,367 $276K
Choate Investment Advisors 0.00% No change 2,365 $276K
Transcend Capital Advisors, LLC 0.02% New 2,355 $275K
WoodTrust Financial Corp 0.03% Reduce -45.8% 2,343 $274K
Sowell Financial Services LLC 0.01% Reduce -5.0% 2,337 $273K
Avidian Wealth Enterprises, LLC 0.01% Add +6.8% 2,335 $273K
Spirepoint Private Client, LLC 0.02% Add +1.8% 2,327 $272K
LCNB Corp. 0.08% No change 2,318 $271K
Hexagon Capital Partners LLC 0.04% Add +7.8% 2,302 $269K
Pine Valley Investments Ltd Liability Co 0.01% Add +13.2% 2,291 $268K
Petersen Hastings Wealth Advisors Inc. 0.02% Add +0.0% 2,283 $267K
Howard Capital Management, LLC 0.00% New 2,280 $266K
Alliance Wealth Advisors, LLC 0.11% Reduce -1.4% 2,274 $266K
VestGen Advisors, LLC 0.01% Reduce -14.4% 2,265 $264K
Readystate Asset Management LP 0.02% New 2,261 $264K
Guardian Capital, LLC 0.22% Reduce -16.7% 2,253 $263K
Cambria Investment Management, L.P. 0.01% Add +0.7% 2,249 $263K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Add +11.6% 2,249 $263K
LMCG Investments, LLC 0.01% Add +28.3% 2,245 $262K
Old Peak Finance LLC 0.13% New 2,237 $261K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.9% 2,229 $260K
Sound Income Strategies, LLC 0.01% Add +3.7% 2,220 $259K
Blake Schutter Theil Wealth Advisors, LLC 0.18% Add +4.5% 2,217 $259K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,208 $258K
Perkins Coie Trust Co 0.04% No change 2,202 $257K
Meadowbrook Advisors Group, LLC 0.14% No change 2,200 $257K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.08% No change 2,200 $257K
CFM Wealth Partners LLC 0.03% No change 2,197 $257K
Ieq Capital, LLC 0.00% Add +23.4% 2,195 $256K
Genesis Private Wealth, LLC 0.07% Add +17.2% 2,192 $256K
Second Line Capital, LLC 0.05% No change 2,191 $256K
Equitable Trust Co. 0.01% Add +2.4% 2,182 $255K
Inspirion Wealth Advisors, LLC 0.03% Add +0.9% 2,187 $254K
Hager Investment Management Services, LLC 0.12% No change 2,170 $253K
Simplex Trading, LLC 0.01% New 2,165 $253K
Teacher Retirement System of Texas 0.00% Reduce -55.5% 2,159 $252K
Larson Financial Group LLC 0.01% Add +13.4% 2,153 $251K
Roman Butler Fullerton & Co. 0.06% Reduce -6.1% 2,170 $251K
Caitong International Asset Management Co., Ltd 0.03% New 2,139 $250K
Howe & Rusling Inc. 0.01% Add +1.3% 2,135 $249K
Mowery & Schoenfeld Wealth Management, LLC 0.34% No change 2,133 $249K
Weaver Capital Management LLC 0.05% No change 2,150 $249K
Isthmus Partners, LLC 0.02% No change 2,129 $249K
L2 Asset Management, LLC 0.03% Reduce -6.1% 2,100 $245K
Blue Chip Partners, LLC 0.02% Reduce -4.2% 2,100 $245K
Sovran Advisors, LLC 0.02% New 2,154 $245K
Essex Bank 0.05% No change 2,091 $244K
Supplemental Annuity Collective Trust of NJ 0.06% Reduce -5.1% 2,089 $244K
KOM Wealth Management Group, LLC 0.15% Add +0.4% 2,084 $243K
Everhart Financial Group, Inc. 0.02% New 2,082 $243K
Neville Rodie & Shaw Inc. 0.02% No change 2,078 $243K
KilterHowling LLC 0.11% Add +0.9% 2,068 $242K
Summitry LLC 0.01% Add +9.3% 2,065 $241K
Tompkins Financial Corp. 0.02% Add +3.2% 2,064 $241K
COFG Advisors, LLC 0.04% Add +0.7% 2,057 $240K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 2,052 $240K
Los Angeles Capital Management LLC 0.00% Reduce -97.1% 2,042 $238K
Plotkin Financial Advisors, LLC 0.10% No change 2,042 $238K
Panagora Asset Management Inc. 0.00% No change 2,041 $238K
Resonant Capital Advisors, LLC 0.01% Reduce -13.2% 2,039 $238K
Optas, LLC 0.03% Add +8.3% 2,033 $237K
FSB Premier Wealth Management, Inc. 0.07% New 2,025 $236K
RiverFront Investment Group, LLC 0.00% Add +12.4% 2,025 $236K
Enterprise Financial Services Corp 0.10% Add +11.6% 2,021 $236K
Sandro Wealth Management LLC 0.17% Add +7.5% 2,009 $235K
Farmers & Merchants Trust Co of Chambersburg PA 0.06% No change 2,000 $234K
O'Domhnaill Enterprises, Inc. 0.19% Add +4.6% 2,000 $234K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.8% 1,993 $233K
ShankerValleau Wealth Advisors, Inc. 0.06% No change 1,993 $233K
Kingswood Wealth Advisors, LLC 0.01% Reduce -4.0% 1,986 $232K
Independent Wealth Network Inc. 0.06% Reduce -5.9% 1,986 $232K
Balefire, LLC 0.04% Reduce -3.4% 1,978 $231K
Oxbow Advisors, LLC 0.02% No change 1,971 $230K
First Citizens Bank & Trust Co. 0.00% New 1,971 $230K
Community Bank & Trust, Waco, Texas 0.04% No change 1,964 $229K
Friday Financial 0.06% New 1,945 $229K
LVZ, Inc. 0.02% Add +0.1% 1,958 $229K
Plancorp, LLC 0.01% Reduce -2.5% 1,958 $227K
Man Group plc 0.00% Reduce -98.4% 1,935 $226K
First Business Financial Services, Inc. 0.02% New 1,930 $225K
Gladwyn Financial Advisors, Inc. 0.14% No change 1,929 $225K
Cape Investment Advisory, Inc. 0.06% Reduce -1.2% 1,914 $223K
D'Orazio & Associates, Inc. 0.03% No change 1,914 $223K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 1,905 $222K
Tocqueville Asset Management L.P. 0.00% Reduce -11.4% 1,905 $222K
Boston Research & Management Inc. 0.05% No change 1,902 $222K
Beese Fulmer Investment Management, Inc. 0.01% New 1,901 $222K
Liberty Capital Management, Inc. 0.04% — 1,899 $222K
Tradition Wealth Management, LLC 0.01% Add +0.4% 1,897 $222K
Asset One Wealth Management LLC 0.02% Reduce -5.8% 1,956 $221K
Pinnacle Financial Partners, Inc. 0.00% Reduce -16.9% 1,887 $220K
Clark Asset Management, LLC 0.02% Add +1.2% 1,870 $218K
Graham Capital Management, L.P. 0.01% New 1,862 $217K
Renasant Bank 0.14% New 1,853 $216K
Asahi Life Asset Management Co., LTD. 0.12% New 1,850 $216K
Finward Bancorp 0.16% No change 1,843 $215K
Lazari Capital Management, Inc. 0.07% Add +0.8% 1,837 $215K
SVB Wealth LLC 0.01% Reduce -1.8% 1,829 $214K
Performance Wealth Partners, LLC 0.01% Add +1.6% 1,826 $213K
Stonebrook Private Inc. 0.04% New 1,822 $213K
Bill Few Associates, Inc. 0.05% No change 1,819 $212K
Shelton Capital Management 0.00% Add +2.8% 1,819 $212K
Endowment Wealth Management, Inc. 0.08% Add +0.8% 1,817 $212K
Crews Bank & Trust 0.03% No change 1,814 $212K
Ipswich Investment Management Co., Inc. 0.04% No change 1,812 $212K
Trust Co. of Vermont 0.01% — 1,808 $211K
Next Capital Management LLC 0.06% No change 1,806 $211K
Correct Capital Wealth Management 0.04% No change 1,800 $210K
Edgemoor Investment Advisors, Inc. 0.01% Reduce -7.8% 1,799 $210K
Inspire Advisors, LLC 0.01% New 1,796 $210K
Kintra Wealth, LLC 0.01% New 1,899 $209K
Wrapmanager Inc. 0.07% Add +1.4% 1,792 $209K
Brady Family Wealth, LLC 0.06% Reduce -0.8% 1,790 $209K
Artesa Financial Group, LLC 0.18% Add +0.8% 1,779 $208K
J.M. Arbour, LLC 0.18% New 1,779 $208K
Radnor Capital Management, LLC 0.03% No change 1,778 $208K
Composition Wealth, LLC 0.00% New 1,776 $207K
Walker Asset Management, LLC 0.10% Reduce -0.3% 1,755 $205K
Transamerica Financial Advisors, LLC 0.02% Reduce -1.6% 1,753 $205K
Monetary Management Group Inc. 0.04% No change 1,750 $204K
Ausdal Financial Partners, Inc. 0.01% Reduce -15.2% 1,749 $204K
Lazard Asset Management LLC 0.00% Reduce -75.7% 1,743 $204K
Insigneo Advisory Services, LLC 0.01% New 1,743 $203K
Virtus Investment Advisers, LLC 0.05% Add +2.8% 1,727 $202K
Bar Harbor Wealth Management 0.01% New 1,722 $201K
Biltmore Family Office, LLC 0.03% Reduce -4.8% 1,716 $200K
LCM Capital Management Inc 0.09% New 1,713 $200K
TIAA Wealth Investment Management LLC 0.00% Add +6.1% 1,696 $198K
Optiver Holding B.V. 0.00% Add +61.3% 1,694 $198K
Index Technologies Group LLC 0.16% New 1,688 $197K
JNBA Financial Advisors 0.01% No change 1,664 $194K
Creative Financial Designs Inc. 0.01% Add +0.6% 1,643 $192K
Richardson Financial Services Inc. 0.11% Reduce -2.4% 1,636 $191K
Lloyd Advisory Services, LLC. 0.07% Reduce -69.6% 1,616 $189K
Quent Capital, LLC 0.01% Add +12.3% 1,612 $188K
Operose Advisors LLC 0.04% Reduce -7.3% 1,580 $184K
Quarry LP 0.03% Add +27.2% 1,554 $181K
Versant Capital Management, Inc 0.02% Reduce -2.9% 1,530 $179K
Strategic Investment Solutions, Inc. 0.04% Add +1.7% 1,512 $177K
Measured Wealth Private Client Group, LLC 0.04% No change 1,412 $165K
Whittier Trust Co. 0.00% Reduce -0.3% 1,408 $164K
Align Financial, LLC 0.08% No change 1,405 $164K
Centaurus Financial, Inc. 0.01% Add +14.4% 1,386 $162K
Meramec Financial Planners, LLC 0.06% Add +0.3% 1,390 $158K
Financial Perspectives, Inc 0.04% No change 1,338 $156K
NBT Bank, N.A. 0.01% No change 1,314 $153K
SJS Investment Consulting Inc. 0.02% Add +35.9% 1,313 $153K
Hills Bank & Trust Co 0.01% Reduce -24.2% 1,278 $149K
Havemeyer Place LP 0.01% New 1,278 $149K
CoreCap Advisors, LLC 0.00% Add +0.7% 1,222 $143K
Cromwell Holdings LLC 0.06% Add +19.2% 1,138 $133K
Avanza Fonder AB 0.00% No change 1,134 $132K
Signature Equity Partners, LLC 0.06% Reduce -4.6% 1,132 $132K
Evermay Wealth Management LLC 0.01% No change 1,128 $132K
Rosenberg Matthew Hamilton 0.02% Add +24.1% 1,095 $128K
IFG Advisory, LLC 0.00% New 1,079 $126K
TFC Financial Management, Inc. 0.01% Add +0.6% 1,060 $124K
St Germain D J Co. Inc. 0.00% No change 1,060 $124K
RMG Wealth Management LLC 0.01% No change 1,059 $116K
Daytona Street Capital LLC 0.08% No change 1,000 $115K
Prestige Wealth Management Group LLC 0.02% No change 976 $114K
Capital Advisors, Ltd. LLC 0.01% No change 913 $107K
Acropolis Investment Management, LLC 0.00% No change 903 $105K
First Pacific Financial 0.01% No change 902 $105K
Financial Network Wealth Advisors LLC 0.11% Reduce -22.6% 890 $104K
CYBER HORNET ETFs LLC 0.06% Reduce -0.6% 888 $104K
Southern Michigan Bank & Trust 0.04% No change 863 $101K
Oakworth Capital, Inc. 0.00% No change 862 $101K
Mark Sheptoff Financial Planning, LLC 0.05% No change 840 $98K
Rossby Financial, LCC 0.02% Reduce -6.6% 826 $96K
Pinnacle Bancorp, Inc. 0.02% Reduce -19.1% 794 $93K
Concord Wealth Partners 0.01% New 750 $88K
Spectrum Wealth Advisory Group, LLC 0.02% New 744 $87K
Deseret Mutual Benefit Administrators 0.03% Reduce -6.4% 736 $86K
NBH Bank 0.04% — 733 $86K
Fiduciary Financial Advisors 0.01% New 733 $85K
GW&K Investment Management, LLC 0.00% Reduce -1.6% 720 $84K
Strengthening Families & Communities, LLC 0.02% Add +1.9% 681 $80K
Financial Consulate, Inc. 0.01% Reduce -5.5% 669 $78K
Friedenthal Financial 0.04% Add +2048.4% 666 $78K
Avalon Trust Co 0.00% Reduce -18.4% 666 $78K
Independence Bank of Kentucky 0.01% No change 656 $77K
Clean Yield Group 0.02% No change 617 $72K
Anchor Investment Management, LLC 0.01% Add +2.9% 604 $71K
Tanglewood Legacy Advisors, LLC 0.02% No change 600 $70K
Flagship Wealth Advisors, LLC 0.02% No change 600 $70K
Ancora Advisors LLC 0.00% Reduce -14.1% 596 $70K
Manchester Capital Management LLC 0.01% Add +1.9% 595 $69K
Robbins Farley 0.03% No change 584 $68K
St. Johns Investment Management Company, LLC 0.03% No change 580 $68K
CNB Bank 0.03% No change 564 $66K
SBI Okasan Asset Management Co.Ltd. 0.00% New 554 $66K
CVA Family Office, LLC 0.01% Reduce -4.5% 545 $64K
Barrett & Company, Inc. 0.02% No change 540 $63K
Cornerstone Planning Group LLC 0.01% Reduce -7.0% 555 $63K
Keating Financial Advisory Services, Inc. 0.01% Add +27.3% 532 $62K
Cherry Tree Wealth Management, LLC 0.01% No change 521 $61K
Bayban 0.05% No change 520 $61K
Salem Investment Counselors Inc. 0.00% No change 519 $61K
Bruce G. Allen Investments, LLC 0.04% Add +4.2% 517 $60K
HHM Wealth Advisors, LLC 0.01% Add +6.4% 516 $60K
MidFirst Bank 0.00% No change 506 $59K
Ostrum Asset Management 0.00% No change 504 $59K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +3.8% 498 $58K
POM Investment Strategies, LLC 0.06% No change 474 $55K
Grove Bank & Trust 0.01% Add +176.5% 470 $55K
Birchwood Financial Partners, Inc. 0.04% Add +0.9% 469 $55K
First Horizon Corp. 0.00% Add +2.6% 469 $55K
JPL Wealth Management, LLC 0.01% Add +0.9% 462 $54K
Seneschal Advisors, LLC 0.04% Add +0.2% 454 $53K
Institute for Wealth Management, LLC. 0.00% New 450 $53K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 440 $51K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +10.3% 438 $51K
Vanguard National Trust Co 0.00% No change 431 $50K
Essex Investment Management Co. LLC 0.01% No change 430 $50K
Hoey Investments, Inc. 0.01% No change 423 $49K
First Bancorp, Inc 0.02% New 421 $49K
True Wealth Design, LLC 0.01% Add +23.4% 416 $49K
Maryland Capital Advisors Inc. 0.01% — 399 $47K
William B. Walkup & Associates, Inc. 0.02% No change 398 $46K
Aventus Investment Advisors, Inc. 0.03% No change 380 $44K
MCF Advisors LLC 0.00% Reduce -8.9% 378 $44K
Piscataqua Savings Bank 0.03% No change 378 $44K
First Command Advisory Services, Inc. 0.00% Reduce -80.5% 369 $43K
Strategic Wealth Advisors LLC 0.04% No change 414 $43K
Buck Wealth Strategies, LLC 0.00% New 368 $43K
Cedar Mountain Advisors, LLC 0.01% No change 362 $42K
Spire Wealth Management 0.00% Reduce -90.0% 352 $41K
Valued Wealth Advisors LLC 0.01% No change 343 $40K
Harborfront Financial Group LLC 0.15% — 342 $40K
LRI Investments, LLC 0.00% Add +3.4% 337 $39K
Center for Financial Planning, Inc. 0.00% No change 333 $39K
Medallion Wealth Advisors, LLC 0.01% Add +0.3% 333 $39K
Peoples Financial Services Corp. 0.02% No change 326 $38K
Valley National Advisers Inc. 0.00% Add +0.9% 319 $37K
Napier Financial, LLC 0.01% Reduce -13.9% 315 $37K
Owl Creek Wealth Partners LLC 0.01% Add +3.3% 310 $36K
Atlantic Private Wealth, LLC 0.02% Add +0.7% 296 $35K
GoalVest Advisory LLC 0.01% No change 294 $34K
Addison Advisors LLC 0.02% Reduce -84.9% 293 $34K
Paladin Partners, LLC 0.02% No change 291 $34K
Silvant Capital Management LLC 0.00% No change 290 $34K
Plante Moran Financial Advisors, LLC 0.00% Add +80.8% 282 $33K
New England Capital Financial Advisors LLC 0.01% No change 280 $33K
Basecamp Wealth Advisors LLC 0.01% No change 279 $33K
Truvestments Capital LLC 0.00% No change 278 $32K
Group One Trading LLC 0.00% New 272 $32K
Prudent Man Investment Management, Inc. 0.01% No change 300 $32K
WPG Advisers, LLC 0.02% Add +21.5% 266 $31K
Princeton Global Asset Management LLC 0.00% Add +0.4% 266 $31K
Salomon & Ludwin, LLC 0.00% No change 265 $31K
Hughes Financial Services, LLC 0.00% Add +6.1% 262 $31K
Quest 10 Wealth Builders, Inc. 0.02% Add +3.2% 260 $30K
Hilltop National Bank 0.01% No change 259 $30K
SBI Securities Co., Ltd. 0.00% Add +35.1% 250 $29K
Compass Financial Management LLC 0.00% — 266 $29K
Coastline Trust Co 0.00% No change 249 $29K
S&T Bank 0.01% Add +142.2% 247 $29K
Olistico Wealth, LLC 0.01% No change 245 $29K
Synergy Investment Management, LLC 0.01% Add +6.6% 242 $28K
Godfrey Financial Associates, Inc. 0.02% No change 240 $28K
Whittier Trust Co. of Nevada Inc. 0.00% No change 236 $28K
Fortitude Family Office, LLC 0.01% Add +26.2% 236 $28K
Gen-Wealth Partners Inc 0.01% No change 231 $27K
Physician Wealth Advisors, Inc. 0.00% Reduce -6.1% 231 $27K
Boyd Watterson Asset Management LLC 0.01% No change 228 $27K
SHP Wealth Management 0.00% Add +13.3% 222 $26K
Sachetta, LLC 0.01% Add +49.3% 221 $26K
Hollencrest Capital Management 0.00% Reduce -64.5% 217 $25K
Alpine Bank Wealth Management 0.00% New 214 $25K
Richard W. Paul & Associates, LLC 0.01% Add +19.0% 213 $25K
Joseph Group Capital Management 0.01% Reduce -75.3% 213 $25K
MV Capital Management, Inc. 0.00% Add +2.0% 206 $24K
Ascentis Wealth Management, LLC 0.00% Reduce -89.7% 205 $24K
Prosperity Bancshares Inc 0.02% Add +2.5% 204 $24K
Bank of New Hampshire 0.00% No change 200 $23K
Lavaca Capital LLC 0.00% Reduce -50.0% 200 $23K
Harbor Investment Advisory, LLC 0.00% No change 200 $23K
Blueline Advisors LLC 0.02% No change 193 $23K
Wolff Wiese Magana LLC 0.01% No change 193 $23K
Hoese & Co LLP 0.01% No change 180 $21K
Stone House Investment Management, LLC 0.00% Add +29.9% 178 $21K
Aventura Private Wealth, LLC 0.01% New 176 $21K
Atlatl Advisers LLC 0.00% New 168 $20K
First Community Trust NA 0.01% No change 166 $19K
Essential Partners LLC 0.01% Add +203.8% 158 $18K
Triumph Capital Management 0.00% No change 158 $18K
Key Financial Inc 0.00% Add +47.2% 156 $18K
Covestor Ltd 0.01% Add +4.9% 151 $18K
Community Financial Services Group, LLC 0.00% No change 153 $18K
E Fund Management (Hong Kong) Co., Ltd. 0.01% No change 151 $18K
KERR FINANCIAL PLANNING Corp 0.02% Add +1.4% 150 $17K
Nova Wealth Management, Inc. 0.01% No change 148 $17K
Bogart Wealth, LLC 0.00% Add +142.1% 138 $16K
Kemnay Advisory Services Inc. 0.00% Add +7.0% 137 $16K
Midwest Capital Advisors, LLC 0.01% No change 136 $16K
PFS Partners, LLC 0.01% Add +0.8% 131 $15K
EFG International AG 0.00% Add +3.3% 127 $15K
Rogco, LP 0.00% No change 126 $15K
Webster Bank, N. A. 0.00% Reduce -12.6% 125 $15K
Central Pacific Bank - Trust Division 0.00% No change 123 $14K
CGC Financial Services, LLC 0.00% No change 120 $14K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 119 $14K
Kimelman & Baird, LLC 0.00% No change 116 $14K
Golden State Wealth Management, LLC 0.00% No change 115 $13K
Aberdeen Wealth Management LLC 0.01% New 114 $13K
Asset Dedication, LLC 0.00% Reduce -70.8% 114 $13K
Wilkerson Advisory Group LLC 0.00% Add +17.7% 113 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 112 $13K
Wiser Advisor Group LLC 0.01% No change 111 $13K
Strategic Wealth Partners, Ltd. 0.00% No change 109 $13K
JFS Wealth Advisors, LLC 0.00% Add +1.9% 108 $13K
NORTHSTAR ASSET MANAGEMENT Co 0.00% New 105 $12K
Avion Wealth 0.00% Add +103.9% 104 $12K
RHL Group, LLC 0.01% No change 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% No change 98 $11K
Hazlett, Burt & Watson, Inc. 0.00% No change 96 $11K
Front Row Advisors LLC 0.00% No change 102 $11K
Millstone Evans Group, LLC 0.01% No change 93 $11K
MilWealth Group LLC 0.00% No change 89 $10K
Security National Bank of So Dak 0.00% New 87 $10K
LFA - Lugano Financial Advisors SA 0.01% No change 85 $10K
Murphy & Mullick Capital Management Corp 0.01% No change 82 $10K
Dunhill Financial, LLC 0.00% Reduce -2.4% 82 $10K
LifeSteps Financial, Inc. 0.00% New 82 $10K
Solstein Capital, LLC 0.00% No change 82 $10K
Markowski Investments 0.00% — 82 $10K
Cornerstone Financial Management LLC 0.01% Add +28.6% 81 $9K
Bare Financial Services, Inc 0.00% Add +92.7% 79 $9K
Highline Wealth Partners LLC 0.00% Add +71.7% 79 $9K
Hickory Point Bank & Trust 0.01% No change 77 $9K
Accent Capital Management, LLC 0.00% Add +22.2% 77 $9K
Summit Securities Group LLC 0.00% Add +43.4% 76 $9K
Ares Financial Consulting, LLC 0.01% No change 72 $8K
Sunrise Financial Services, LLC 0.01% No change 72 $8K
Silver Grove Financial Group, Inc. 0.00% New 68 $8K
NFSG Corp 0.00% Add +1.5% 67 $8K
Delta Asset Management LLC 0.00% New 66 $8K
Darwin Wealth Management, LLC 0.00% Add +1.6% 65 $8K
McDonald Partners LLC 0.00% New 65 $8K
Reyes Financial Architecture, Inc. 0.00% No change 61 $7K
Rialto Wealth Management, LLC 0.00% Add +252.9% 60 $7K
Dogwood Wealth Management LLC 0.00% Add +15.4% 60 $7K
1620 Investment Advisors, Inc. 0.00% No change 59 $7K
GHP Investment Advisors, Inc. 0.00% No change 55 $6K
Fairman Group, LLC 0.01% No change 55 $6K
TD Capital Management LLC 0.00% No change 54 $6K
Cassaday & Co Wealth Management LLC 0.00% Reduce -20.3% 51 $6K
Atlas Capital Advisors Inc. 0.00% Add +34.2% 51 $6K
Nemes Rush Group LLC 0.00% No change 51 $6K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 50 $6K
Elevation Wealth Partners, LLC 0.00% No change 47 $5K
Principia Wealth Advisory, LLC 0.00% Add +135.0% 47 $5K
J.Safra Asset Management Corp 0.00% No change 45 $5K
Kilter Group LLC 0.00% Reduce -30.6% 43 $5K
Mosley Wealth Management 0.00% Reduce -2.3% 43 $5K
Osbon Capital Management LLC 0.00% No change 42 $5K
Raffa Wealth Management, LLC 0.00% No change 42 $5K
Retirement Wealth Solutions LLC 0.00% Reduce -5.0% 38 $4K
Clark Wealth Partners 0.00% No change 38 $4K
Global Trust Asset Management, LLC 0.00% New 37 $4K
Horizon Bancorp Inc. 0.00% No change 34 $4K
Private Wealth Management Group, LLC 0.00% No change 34 $4K
Marquette Asset Management, LLC 0.00% Add +580.0% 34 $4K
Private Wealth Asset Management, LLC 0.00% No change 34 $4K
Torren Management, LLC 0.00% No change 32 $4K
Evolution Wealth Management Inc. 0.00% Add +63.2% 31 $4K
High Note Wealth, LLC 0.00% Reduce -8.8% 31 $4K
Bell Investment Advisors, Inc 0.00% Add +130.8% 30 $4K
Virginia Estate & Retirement Planning Advisors Inc. 0.00% No change 29 $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
MJT & Associates Financial Advisory Group, Inc. 0.00% New 25 $3K
Towne Trust Company, N.A 0.00% No change 25 $3K
Ameriflex Group, Inc. 0.00% Add +14.3% 24 $3K
Tounjian Advisory Partners, LLC 0.00% Reduce -99.8% 22 $3K
Aspect Partners, LLC 0.00% No change 22 $3K
American Capital Advisory, LLC 0.00% Add +144.4% 22 $3K
Creative Capital Management Investments LLC 0.00% New 22 $3K
Fulcrum Asset Management LLP 0.00% Reduce -99.3% 21 $2K
Kelleher Financial Advisors 0.00% New 20 $2K
BOK Financial Private Wealth, Inc. 0.00% New 20 $2K
Monetary Solutions, Ltd 0.00% No change 20 $2K
Abound Wealth Management 0.00% Reduce -66.1% 19 $2K
Mechanics Financial Corp 0.00% New 18 $2K
SouthState Bank Corp 0.00% No change 18 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 22 $2K
Arlington Trust Co LLC 0.00% Reduce -85.5% 17 $2K
Planning Strategies Inc. 0.00% — 16 $2K
Key Capital Management, INC 0.00% No change 16 $2K
Proathlete Wealth Management LLC 0.00% No change 15 $2K
HFM Investment Advisors, LLC 0.00% Add +114.3% 15 $2K
WestEnd Advisors, LLC 0.00% Add +15.4% 15 $2K
Activest Wealth Management 0.00% Reduce -84.1% 14 $2K
Sankala Group LLC 0.00% No change 14 $2K
Imprint Wealth LLC 0.01% No change 13 $2K
PlanVest Financial, Inc 0.00% No change 13 $2K
Hilton Head Capital Partners, LLC 0.00% No change 13 $2K
Brown, Lisle/Cummings, Inc. 0.00% New 13 $2K
Financial Management Professionals, Inc. 0.00% No change 12 $1K
Investors Research Corp 0.00% No change 11 $1K
American National Bank & Trust 0.00% No change 11 $1K
1015 Capital Partners, LLC 0.00% No change 9 $1K
IMG Wealth Management, Inc. 0.00% No change 9 $1K
Rakuten Securities, Inc. 0.00% New 9 $1K
Davis Capital Management 0.00% Add +100.0% 8 $934
Whipplewood Advisors, LLC 0.00% Reduce -82.6% 8 $934
Cheviot Value Management, LLC 0.00% No change 8 $934
Nvest Wealth Strategies, Inc. 0.00% Add +200.0% 6 $701
Quaker Wealth Management, LLC 0.00% No change 6 $701
Kozak & Associates, Inc. 0.00% New 5 $586
Nvwm, LLC 0.00% No change 5 $584
Strive Financial Group ,LLC 0.00% New 4 $467
Downshift Financial, LLC 0.00% New 4 $467
Morton Brown Family Wealth, LLC 0.00% New 4 $467
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -75.0% 4 $467
IMA Advisory Services, Inc. 0.00% No change 3 $350
DecisionPoint Financial, LLC 0.00% New 3 $349
Signature Resources Capital Management, LLC 0.00% No change 2 $234
Mascoma Wealth Management LLC 0.00% New 2 $234
Banque Cantonale Vaudoise 0.00% Add +91.0% 1,656 $193
Halbert Hargrove Global Advisors, LLC 0.00% New 1 $173
3 Factor Indexing, LLC 0.00% No change 1 $117
Meeder Asset Management Inc. 0.00% No change 1 $117
Trifecta Capital Advisors, LLC 0.00% New 1 $117
Navigoe, LLC 0.00% New 4 $0

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