Xcel EnergyXEL

13F holders, Q1 2024 (March 31)
979holders
7famous investors
$53.87avg. 13F price*

At the end of Q1 2024, 979 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock Inc. ($2.6B) and State Street Corp. ($1.8B). 7 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Xcel Energy Inc.
Sector
Utilities
CUSIP
98389B100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions99$443.6M
Exits136$258.0M

Ownership 979 holders

Vanguard Group Inc. 0.08% Add +0.1% 72,097,430 $3.9B
BlackRock Inc. 0.06% Reduce -2.3% 48,835,443 $2.6B
State Street Corp. 0.08% Add +10.8% 32,611,963 $1.8B
JPMorgan Chase & Co. 0.09% Reduce -9.6% 19,421,552 $1.0B
Massachusetts Financial Services Co. 0.28% Reduce -13.9% 17,205,532 $924.8M
Aristotle Capital Management, LLC 1.42% Add +1.4% 14,205,589 $763.6M
Geode Capital Management, LLC 0.07% Add +4.6% 13,847,411 $744.3M
Morgan Stanley 0.04% Add +49.6% 8,990,898 $483.3M
Victory Capital Management Inc. 0.43% Add +3.9% 8,068,633 $433.7M
T. Rowe Price Associates Inc. 0.05% Add +770.0% 7,552,625 $406.0M
Wells Fargo & Company 0.09% Reduce -12.3% 6,247,529 $335.8M
Invesco Ltd. 0.07% Add +12.8% 6,069,829 $326.3M
Legal & General Group Plc 0.09% Add +1.0% 5,631,095 $302.7M
Goldman Sachs Group Inc. 0.06% Reduce -19.8% 5,452,467 $293.1M
Northern Trust Corp. 0.05% Reduce -5.3% 5,250,866 $282.2M
Franklin Resources Inc. 0.09% Add +108.5% 5,114,855 $274.9M
Bank of America Corp. 0.03% Add +6.9% 4,818,408 $259.0M
Mitsubishi UFJ Trust & Banking Corp 0.51% Add +1.8% 4,186,101 $223.3M
Bank of New York Mellon Corp 0.04% Reduce -6.0% 3,838,266 $206.3M
California Public Employees Retirement System 0.13% Add +3.1% 3,460,906 $186.0M
Capital Research Global Investors 0.04% Add +0.1% 3,380,610 $181.7M
FMR LLC 0.01% Add +72.0% 3,376,588 $181.5M
Charles Schwab Investment Management Inc. 0.04% Add +1.2% 3,210,539 $172.6M
Man Group plc 0.47% Add +278.5% 3,129,635 $168.2M
Magellan Asset Management Ltd 1.54% Add +7.7% 2,993,786 $160.9M
Qube Research & Technologies Ltd 0.29% Add +517.7% 2,947,072 $158.4M
Royal Bank of Canada 0.04% Reduce -65.7% 2,931,743 $157.6M
Nordea Investment Management AB 0.18% Reduce -4.4% 2,825,061 $151.5M
Nuveen Asset Management, LLC 0.04% Reduce -22.7% 2,447,554 $140.4M
Principal Financial Group Inc. 0.08% Reduce -12.1% 2,584,554 $138.9M
HSBC Holdings PLC 0.09% Add +152.6% 2,450,746 $131.7M
Amundi 0.06% Add +82.7% 2,396,429 $128.8M
Millennium Management 0.11% Reduce -46.2% 2,333,797 $125.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +0.3% 2,273,118 $122.2M
Duff & Phelps Investment Management Co. 1.41% Add +5.6% 2,183,548 $117.4M
First Trust Advisors LP 0.10% Add +5.2% 1,852,777 $99.6M
UBS Group AG 0.03% Add +69.3% 1,847,774 $99.3M
Macquarie Group Ltd. 0.11% Add +29.6% 1,817,049 $97.7M
Barclays PLC 0.04% Add +4.0% 1,802,729 $96.9M
Dimensional Fund Advisors LP 0.02% Add +10.4% 1,679,680 $90.3M
Ameriprise Financial Inc. 0.02% Reduce -7.3% 1,658,773 $89.2M
Deutsche Bank AG 0.04% Add +77.1% 1,657,941 $89.1M
Swiss National Bank 0.06% Reduce -4.2% 1,652,500 $88.8M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +2.4% 1,625,530 $87.4M
Pictet Asset Management Holding SA 0.09% Reduce -37.9% 1,608,425 $86.5M
Jupiter Asset Management Ltd. 0.77% New 1,493,634 $80.3M
Citadel Advisors 0.07% Add +904.1% 1,404,056 $75.5M
Jennison Associates LLC 0.05% Reduce -6.2% 1,361,016 $73.2M
BNP Paribas Financial Markets 0.09% Add +15.5% 1,317,349 $70.8M
National Pension Service 0.08% Add +2.4% 1,291,433 $69.4M
APG Asset Management N.V. 0.12% Add +2.2% 1,345,217 $66.9M
Verition Fund Management LLC 0.71% Add +683.2% 1,224,198 $65.8M
Russell Investments Group, Ltd. 0.10% Add +2.7% 1,217,098 $65.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.41% Add +6.6% 1,105,022 $59.4M
Federated Hermes, Inc. 0.13% Reduce -15.9% 1,080,590 $58.1M
AQR Capital Management 0.10% Reduce -1.1% 1,062,832 $57.1M
Canada Pension Plan Investment Board 0.06% Reduce -9.0% 1,037,385 $55.8M
Adage Capital Partners Gp, L.L.C. 0.10% Add +255.3% 1,016,242 $54.6M
Allianz Asset Management GmbH 0.09% Add +137.5% 995,525 $53.5M
Rhumbline Advisers 0.05% Reduce -0.3% 992,109 $53.3M
Prudential Financial Inc. 0.07% Reduce -24.5% 983,091 $52.8M
Balyasny Asset Management L.P. 0.14% Add +2070.5% 978,759 $52.6M
Worldquant Millennium Advisors LLC 0.65% Add +20.6% 973,510 $52.3M
Marshall Wace, LLP 0.09% New 972,937 $52.3M
Energy Income Partners, LLC 1.03% Reduce -1.5% 940,871 $50.6M
Zimmer Partners, LP 1.09% Add +1765.0% 932,505 $50.1M
LPL Financial LLC 0.03% Add +2.4% 921,438 $49.5M
Squarepoint Ops LLC 0.20% Add +1327.3% 909,265 $48.9M
American Century Companies Inc. 0.03% Add +18.3% 904,522 $48.6M
Bank of Montreal 0.01% Reduce -12.2% 784,599 $45.4M
National Bank of Canada 0.08% Reduce -22.9% 810,413 $44.9M
Envestnet Asset Management Inc. 0.02% Reduce -1.9% 804,731 $43.3M
Credit Suisse AG/ 0.04% Add +0.8% 796,682 $42.8M
State Board of Administration of Florida Retirement System 0.10% Add +4.2% 622,975 $42.0M
Sei Investments Co. 0.06% Add +3.1% 764,063 $41.1M
Regions Financial Corp. 0.31% Add +4.8% 755,231 $40.6M
Voloridge Investment Management, LLC 0.15% Reduce -30.3% 749,159 $40.3M
California State Teachers Retirement System 0.05% Reduce -3.7% 740,156 $39.8M
LSP Investment Advisors, LLC 20.34% New 702,000 $37.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +15.9% 691,665 $37.2M
Alliancebernstein L.P. 0.01% Reduce -14.8% 674,606 $36.3M
Zurich Insurance Group Ltd 0.33% New 662,755 $35.6M
Aquatic Capital Management LLC 1.14% Add +773.5% 651,600 $35.0M
Vaughan David Investments LLC 0.86% Add +2.6% 645,958 $34.7M
ProShare Advisors LLC 0.09% Add +23.2% 643,986 $34.6M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -5.7% 524,506 $32.5M
Raymond James & Associates 0.02% Reduce -10.4% 601,578 $32.3M
Gabelli Funds LLC 0.23% Reduce -3.5% 560,499 $30.1M
Thrivent Financial for Lutherans 0.06% Add +1337.6% 546,465 $29.4M
Point72 Asset Management 0.09% Add +159.2% 538,180 $28.9M
New York State Teachers Retirement System 0.06% Reduce -2.0% 532,302 $28.6M
Tudor Investment Corporation 0.35% Add +49.3% 531,274 $28.6M
CBRE Investment Management Listed Real Assets LLC 0.53% Add +1504.4% 527,648 $28.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -10.9% 520,781 $28.0M
Lazard Asset Management LLC 0.04% Add +10.7% 520,452 $28.0M
Old Republic International Corp. 1.09% No change 515,600 $27.7M
Anchor Capital Advisors LLC 0.72% Reduce -6.8% 510,589 $27.4M
Bank of Nova Scotia 0.05% Reduce -30.7% 494,224 $26.6M
Citigroup Inc. 0.03% Reduce -31.3% 493,733 $26.5M
Susquehanna Fundamental Investments, LLC 1.23% New 488,722 $26.3M
Connor, Clark & Lunn Investment Management Ltd. 0.11% New 485,478 $26.1M
Mackenzie Financial Corp. 0.04% Add +156.7% 460,302 $24.7M
Capital Fund Management S.A. 0.30% Add +54.4% 454,299 $24.4M
Korea Investment CORP 0.06% Reduce -20.6% 440,374 $23.7M
Reaves W H & Co. Inc. 0.86% Reduce -70.7% 436,276 $23.4M
Assenagon Asset Management S.A. 0.06% Add +2617.9% 420,735 $22.6M
Teilinger Capital Ltd. 9.00% New 390,000 $21.0M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -38.8% 389,820 $21.0M
US Bancorp \de 0.03% Reduce -4.8% 385,193 $20.7M
SG Americas Securities, LLC 0.10% Reduce -7.9% 374,967 $20.2M
Mairs & Power Inc. 0.19% Add +3.1% 364,380 $19.6M
Sabal Trust CO 1.09% Add +2.3% 348,066 $18.7M
Susquehanna International Group, LLP 0.03% Reduce -69.8% 347,814 $18.7M
Twinbeech Capital LP 0.39% New 347,691 $18.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +104.5% 345,088 $18.5M
State of Wisconsin Investment Board 0.05% Add +4.1% 344,539 $18.5M
Treasurer of the State of North Carolina 0.08% Add +0.6% 323,272 $17.4M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -2.0% 320,285 $17.2M
Stewart & Patten Co. LLC 2.53% Add +1.5% 314,512 $16.9M
New York State Common Retirement Fund 0.02% Reduce -10.0% 312,620 $16.8M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.6% 307,420 $16.5M
CANADA LIFE ASSURANCE Co 0.03% Reduce -0.3% 307,025 $16.5M
State of New Jersey Common Pension Fund D 0.05% No change 304,525 $16.4M
Rafferty Asset Management, LLC 0.06% Add +27.7% 303,044 $16.3M
Covalis Capital LLP 2.01% New 302,418 $16.3M
Associated Banc-Corp 0.51% Add +1.1% 298,094 $16.0M
Asset Management One Co., Ltd. 0.06% Reduce -4.3% 285,248 $15.3M
Martingale Asset Management L P 0.30% Reduce -6.8% 283,388 $15.2M
Daiichi Life Insurance Co., Ltd. 0.34% Reduce -65.6% 21,648 $15.1M
Brookfield Corp 0.09% Add +199.2% 275,627 $14.8M
Ensign Peak Advisors, Inc 0.03% Reduce -56.2% 275,361 $14.8M
Engineers Gate Manager LP 0.38% Add +1127.6% 270,249 $14.5M
Cubist Systematic Strategies, LLC 0.16% Add +1426.5% 259,862 $14.0M
Quadrature Capital Ltd 0.24% Add +1597.8% 258,460 $13.9M
Quantbot Technologies LP 0.77% Add +638.9% 252,739 $13.6M
Resona Asset Management Co.,Ltd. 0.08% — 245,458 $13.2M
HRT Financial LP 0.08% New 242,319 $13.0M
ING Groep NV 0.09% Reduce -36.6% 232,065 $12.5M
PNC Financial Services Group, Inc. 0.01% Reduce -10.1% 226,737 $12.2M
Stifel Financial Corp. 0.01% Reduce -0.2% 225,896 $12.1M
Mn Services Vermogensbeheer B.V. 0.09% Reduce -14.0% 223,155 $12.0M
Prudential PLC 0.10% Add +221.8% 222,252 $11.9M
Allspring Global Investments Holdings, LLC 0.02% Add +0.2% 221,248 $11.9M
State of Tennessee, Department of Treasury 0.04% Add +1.0% 218,635 $11.8M
Public Employees Retirement System of Ohio 0.05% Reduce -29.0% 216,497 $11.6M
D. E. Shaw & Co. 0.02% New 216,344 $11.6M
TD Asset Management Inc 0.01% Add +0.6% 216,158 $11.6M
Teacher Retirement System of Texas 0.07% Reduce -25.9% 215,731 $11.6M
HITE Hedge Asset Management LLC 1.16% Add +80.8% 215,290 $11.6M
CIBC Asset Management Inc 0.04% Add +4.1% 211,298 $11.4M
Voya Investment Management LLC 0.01% Reduce -0.7% 210,416 $11.3M
Reinhart Partners, Llc. 0.45% New 204,022 $11.0M
Gateway Investment Advisers LLC 0.12% Reduce -55.2% 202,747 $10.9M
Trexquant Investment LP 0.21% Reduce -32.0% 198,664 $10.7M
Commerce Bank 0.07% Reduce -20.9% 194,351 $10.4M
Bruce & Co., Inc. 3.49% Reduce -34.1% 193,000 $10.4M
Forsta Ap-Fonden 0.09% Add +91.6% 190,600 $10.2M
IFM Investors Pty Ltd 0.11% Add +1.4% 189,245 $10.2M
Commonwealth Equity Services, LLC 0.02% Add +2.6% 185,458 $10.0M
American International Group, Inc. 0.04% Reduce -0.4% 182,362 $9.8M
Beck Bode, LLC 1.98% Add +21.3% 180,036 $9.7M
Toronto Dominion Bank 0.02% Reduce -43.5% 179,833 $9.7M
Tortoise Capital Advisors, L.L.C. 0.13% Reduce -62.2% 177,716 $9.6M
Nomura Asset Management Co. Ltd. 0.03% Reduce -2.4% 175,575 $9.4M
Guggenheim Capital LLC 0.07% Reduce -14.3% 175,434 $9.4M
CIBC Private Wealth Group LLC 0.02% Reduce -68.1% 173,755 $9.3M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -99.0% 171,314 $9.2M
Calamos Advisors LLC 0.06% Reduce -2.5% 167,394 $9.0M
Illinois Municipal Retirement Fund 0.14% Reduce -30.8% 164,435 $8.8M
Ontario Teachers Pension Plan Board 0.08% Add +68.8% 162,808 $8.8M
Cerity Partners LLC 0.02% Add +340.8% 162,248 $8.7M
Arizona State Retirement System 0.06% Add +2.0% 158,354 $8.5M
Abn Amro Investment Solutions 0.15% Reduce -4.7% 157,416 $8.5M
Natixis 0.05% New 155,318 $8.3M
Corient Private Wealth LP 0.01% Reduce -77.6% 153,894 $8.3M
Osaic Holdings, Inc. 0.02% Reduce -13.6% 153,514 $8.3M
Teza Capital Management LLC 1.09% Add +417.5% 152,867 $8.2M
First National Bank of Omaha 0.56% Reduce -10.1% 115,648 $8.2M
State of Michigan Retirement System 0.04% Add +0.1% 151,194 $8.1M
Nissay Asset Management Corp. /Japan 0.06% Add +113.2% 149,795 $8.1M
Empower Advisory Group, LLC 0.03% Add +1.1% 144,978 $7.8M
Comerica Bank 0.03% Reduce -11.1% 141,813 $7.6M
Truist Financial Corp. 0.01% Reduce -2.4% 141,365 $7.6M
USS Investment Management Ltd 0.06% Reduce -12.9% 138,941 $7.5M
Van Eck Associates Corp. 0.01% Add +4.6% 138,796 $7.5M
Intech Investment Management LLC 0.10% Reduce -23.9% 138,614 $7.5M
Jane Street Group, LLC 0.01% Reduce -72.6% 138,364 $7.4M
Pinebridge Investments, L.P. 0.06% New 132,264 $7.1M
Creative Planning 0.01% Add +1.5% 130,776 $7.0M
Seven Eight Capital, LP 0.73% Add +2943.1% 129,362 $7.0M
MetLife Investment Management, LLC 0.05% Reduce -3.5% 129,186 $6.9M
ExodusPoint Capital Management, LP 0.09% Reduce -92.7% 127,840 $6.9M
Aberdeen Group plc 0.01% Reduce -2.6% 125,548 $6.7M
Retirement Systems of Alabama 0.03% Add +0.1% 121,794 $6.5M
Schonfeld Strategic Advisors LLC 0.05% Reduce -14.7% 121,790 $6.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -6.1% 118,214 $6.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.5% 116,768 $6.3M
Amalgamated Bank 0.05% Reduce -14.5% 114,303 $6.1M
Texas Permanent School Fund Corp. 0.05% Add +0.1% 114,065 $6.1M
Assetmark, Inc. 0.02% Add +7.2% 111,656 $6.0M
Hennessy Advisors Inc. 0.25% Reduce -3.9% 111,299 $6.0M
M&T Bank Corp 0.02% Reduce -2.4% 110,308 $5.9M
Los Angeles Capital Management LLC 0.02% Add +497.7% 109,934 $5.9M
Focus Financial Network, Inc. 0.29% — 108,825 $5.9M
BTC Capital Management, Inc. 0.53% — 108,051 $5.8M
Kayne Anderson Capital Advisors LP 0.16% Reduce -66.8% 107,826 $5.8M
Hudson Edge Investment Partners Inc. 1.13% Add +22.3% 107,577 $5.8M
Cetera Investment Advisers 0.01% Add +165.0% 107,344 $5.8M
Pacer Advisors, Inc. 0.01% Reduce -7.5% 106,360 $5.7M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +73.6% 104,559 $5.6M
Viking Fund Management LLC 1.00% New 102,400 $5.5M
Janney Montgomery Scott LLC 0.02% Add +4.0% 101,681 $5.5M
State of Alaska, Department of Revenue 0.06% Reduce -11.3% 101,005 $5.4M
Daiwa Securities Group Inc. 0.03% Add +24.8% 100,969 $5.4M
PEAK6 Investments LLC 0.26% New 99,835 $5.4M
Natixis Advisors, LLC 0.01% Reduce -12.2% 97,451 $5.2M
Point72 (DIFC) Ltd 0.40% — 97,368 $5.2M
Czech National Bank 0.07% Add +0.5% 97,092 $5.2M
Schroder Investment Management Group 0.01% Add +3.4% 96,903 $5.2M
Dean Investment Associates, LLC 0.71% Add +64.4% 96,630 $5.2M
Palisade Asset Management, LLC 0.50% Reduce -7.0% 96,036 $5.2M
Utah Retirement Systems 0.06% Reduce -0.1% 95,198 $5.1M
Oliver Luxxe Assets LLC 1.07% New 95,080 $5.1M
Mariner, LLC 0.01% Reduce -8.3% 94,206 $5.1M
HighTower Advisors, LLC 0.01% Reduce -16.6% 94,112 $5.1M
Point72 Hong Kong Ltd 0.25% New 93,808 $5.0M
Yousif Capital Management, LLC 0.06% Reduce -1.7% 93,384 $5.0M
Cibc World Markets Corp. 0.03% Reduce -38.8% 91,869 $4.9M
Opus Investment Management Inc. 3.22% No change 91,709 $4.9M
DekaBank Deutsche Girozentrale 0.01% Reduce -29.8% 92,571 $4.9M
Alaska Permanent Fund Corp 0.07% Add +0.6% 89,783 $4.8M
LBP Am SA 0.19% Add +1137.6% 89,661 $4.8M
Panagora Asset Management Inc. 0.02% Reduce -72.8% 86,113 $4.6M
Jump Financial, LLC 0.12% Add +53.4% 84,014 $4.5M
Walleye Capital LLC 0.05% Add +158.5% 81,826 $4.4M
Captrust Financial Advisors 0.02% Reduce -26.5% 81,306 $4.4M
Rockefeller Capital Management L.P. 0.01% Add +7.1% 79,798 $4.3M
First PREMIER Bank 1.13% Reduce -3.5% 79,202 $4.3M
Eisler Capital (UK) Ltd. 0.52% Add +515.3% 78,676 $4.2M
Public Employees Retirement Association of Colorado 0.02% Reduce -2.3% 77,898 $4.2M
Bogart Wealth, LLC 0.21% Reduce -24.3% 76,951 $4.1M
Mediolanum International Funds Ltd 0.07% — 76,422 $4.1M
Louisiana State Employees Retirement System 0.08% Reduce -2.1% 75,600 $4.1M
New York Life Investment Management LLC 0.04% Reduce -3.7% 75,226 $4.0M
Xponance LLC 0.04% Add +6.2% 74,776 $4.0M
NewEdge Advisors, LLC 0.03% Reduce -8.2% 74,358 $4.0M
Financiere des Professionnels - Fonds d'investissement inc. 0.32% Reduce -35.9% 74,188 $4.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +7.1% 73,555 $4.0M
Robeco Institutional Asset Management B.V. 0.01% Add +50.0% 73,509 $4.0M
Mutual of America Capital Management LLC 0.04% Reduce -2.0% 72,349 $3.9M
SIR Capital Management, L.P. 0.39% New 71,500 $3.8M
Janus Henderson Group PLC 0.00% Reduce -8.4% 71,410 $3.8M
Shelton Capital Management 0.11% No change 70,579 $3.8M
American Assets Investment Management, LLC 0.36% No change 70,000 $3.8M
Vestcor Inc 0.13% Reduce -5.3% 68,812 $3.7M
iA Global Asset Management Inc. 0.07% Reduce -4.9% 67,001 $3.6M
Nisa Investment Advisors, LLC 0.02% Add +4.8% 65,624 $3.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +3.8% 65,883 $3.5M
Atria Investments, Inc 0.05% Add +10.9% 64,332 $3.5M
Mercer Global Advisors Inc. 0.01% Add +8.4% 63,588 $3.4M
Public Sector Pension Investment Board 0.02% Reduce -3.5% 62,553 $3.4M
BTG Pactual Global Asset Management Ltd 1.07% New 62,331 $3.4M
Intact Investment Management Inc. 0.13% Add +5.4% 62,100 $3.3M
Profund Advisors LLC 0.13% Reduce -5.9% 61,196 $3.3M
Zions Bancorporation, N.A. 0.24% Add +2.1% 61,008 $3.3M
O'shaughnessy Asset Management, LLC 0.04% Reduce -7.3% 60,075 $3.2M
Meyer Handelman Co. 0.11% Reduce -0.8% 58,870 $3.2M
Private Advisor Group, LLC 0.02% Reduce -3.2% 58,641 $3.2M
Duality Advisers, LP 0.30% New 56,737 $3.0M
Qsemble Capital Management, LP 0.66% Add +457.2% 56,190 $3.0M
Wexford Capital LP 0.61% New 56,007 $3.0M
Pathstone Holdings, LLC 0.01% Reduce -11.9% 55,491 $3.0M
Moloney Securities Asset Management, LLC 0.45% Add +0.3% 55,299 $3.0M
Bridge Creek Capital Management LLC 0.93% Add +2.8% 53,942 $2.9M
MML Investors Services, LLC 0.01% Add +0.1% 52,496 $2.8M
Morton Community Bank 0.79% Add +8.2% 51,021 $2.7M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.6% 50,316 $2.7M
Stiles Financial Services Inc 1.07% Reduce -4.0% 49,678 $2.7M
First Bank & Trust 0.54% Reduce -30.9% 48,614 $2.6M
Ameritas Investment Partners, Inc. 0.09% Add +109.3% 47,590 $2.6M
Oregon Public Employees Retirement Fund 0.05% Add +9.6% 47,201 $2.5M
Kestra Advisory Services, LLC 0.02% Reduce -34.9% 46,991 $2.5M
Quantinno Capital Management LP 0.05% Reduce -0.0% 46,954 $2.5M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -0.3% 45,800 $2.5M
Gulf International Bank (UK) Ltd 0.06% Add +0.6% 45,439 $2.4M
Agf Management Ltd. 0.01% Reduce -43.4% 45,112 $2.4M
Wedbush Securities Inc. 0.09% Add +25.0% 45,063 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.9% 45,007 $2.4M
Fifth Third Bancorp 0.01% Reduce -26.4% 44,769 $2.4M
Maryland State Retirement & Pension System 0.05% Add +2.8% 43,243 $2.3M
Credit Agricole S A 0.04% Add +40.2% 41,955 $2.3M
Kentucky Retirement Systems 0.07% Reduce -5.1% 41,907 $2.3M
KBC Group NV 0.01% Add +10.5% 40,992 $2.2M
Blair William & Co. 0.01% Reduce -0.7% 40,784 $2.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -8.1% 40,362 $2.2M
Greenland Capital Management LP 0.36% New 40,050 $2.2M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -6.4% 39,854 $2.1M
Avitas Wealth Management LLC 0.32% Add +1.1% 39,694 $2.1M
QRG Capital Management, Inc. 0.03% Add +28.4% 39,536 $2.1M
Crossmark Global Holdings, Inc. 0.04% Reduce -9.3% 39,544 $2.1M
Edgemoor Investment Advisors, Inc. 0.20% No change 38,686 $2.1M
Proquility Private Wealth Partners, LLC 0.69% Add +12.4% 37,550 $2.0M
Advisors Asset Management, Inc. 0.04% Reduce -5.5% 37,350 $2.0M
ARS Investment Partners, LLC 0.20% No change 36,870 $2.0M
Siemens Fonds Invest GmbH 0.15% Reduce -0.6% 36,446 $2.0M
Westpac Banking Corp. 0.15% Add +10.4% 36,359 $2.0M
AXA S.A. 0.01% Add +7.0% 36,305 $2.0M
Hartford Investment Management Co. 0.07% Reduce -4.2% 35,613 $1.9M
Headlands Technologies LLC 0.46% Add +492.7% 35,599 $1.9M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -17.0% 35,471 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -0.6% 35,154 $1.9M
Centiva Capital, LP 0.12% New 35,032 $1.9M
Cornerstone Advisors, LLC 0.08% No change 34,900 $1.9M
Machina Capital S.A.S. 0.98% New 34,666 $1.9M
Baird Financial Group, Inc. 0.00% Add +3.2% 34,075 $1.8M
IMC-Chicago, LLC 0.06% New 33,797 $1.8M
Meeder Asset Management Inc. 0.11% New 33,505 $1.8M
Tower Research Capital LLC (TRC) 0.04% Reduce -62.1% 33,318 $1.8M
Cresset Asset Management, LLC 0.01% Reduce -16.2% 32,878 $1.8M
Cwm, LLC 0.01% Add +6.6% 33,085 $1.8M
Securian Asset Management, Inc. 0.05% Reduce -6.8% 32,500 $1.7M
Metis Global Partners, LLC 0.06% Add +1.0% 32,463 $1.7M
Two Sigma Investments, LP 0.00% Add +143.5% 32,385 $1.7M
First Dallas Securities Inc. 0.80% Reduce -8.4% 32,283 $1.7M
NEOS Investment Management LLC 0.11% Add +21.8% 31,677 $1.7M
Nebula Research & Development LLC 0.36% New 31,512 $1.7M
Lockheed Martin Investment Management Co. 0.12% Reduce -13.0% 28,000 $1.7M
Sciencast Management LP 1.02% Add +23.1% 31,029 $1.7M
Calydon Capital 0.31% New 29,840 $1.7M
Wolverine Trading, LLC 0.02% Add +97.7% 30,751 $1.7M
AdvisorNet Financial, Inc 0.16% Reduce -46.2% 30,401 $1.6M
Shell Asset Management Co. 0.07% Add +15.9% 30,579 $1.6M
First National Advisers, LLC 0.36% Add +31.9% 28,600 $1.6M
Wealthfront Advisers LLC 0.01% Reduce -40.1% 30,058 $1.6M
D.A. Davidson & Co. 0.01% Reduce -2.0% 29,266 $1.6M
Epiq Partners, LLC 1.05% Add +0.7% 29,072 $1.6M
Tidal Investments LLC 0.03% Add +4.4% 28,641 $1.5M
Tradition Wealth Management, LLC 0.15% Reduce -24.5% 28,219 $1.5M
Graham Capital Management, L.P. 0.08% New 28,050 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -3.1% 27,778 $1.5M
Inceptionr LLC 0.38% New 27,755 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +2.9% 27,736 $1.5M
Atom Investors LP 0.18% Add +16.0% 27,384 $1.5M
Group One Trading LLC 0.05% Add +14.2% 27,260 $1.5M
Claro Advisors Inc. 0.25% Reduce -6.1% 26,938 $1.4M
Berger Financial Group, Inc 0.12% Add +1.5% 26,365 $1.4M
Central Bank & Trust Co. 0.20% Reduce -5.1% 26,230 $1.4M
Van Hulzen Asset Management, LLC 0.09% No change 26,200 $1.4M
Quotient Wealth Partners, LLC 0.05% Add +16.9% 25,904 $1.4M
Empowered Funds, LLC 0.03% Add +40.1% 25,811 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.1% 25,680 $1.4M
Stevens Capital Management LP 0.27% New 25,531 $1.4M
Hudson Bay Capital Management LP 0.01% New 25,241 $1.4M
Bayesian Capital Management, LP 0.13% Reduce -78.5% 25,146 $1.4M
TD Private Client Wealth LLC 0.04% Reduce -22.6% 25,091 $1.3M
UniSuper Management Pty Ltd 0.01% Add +402.7% 25,084 $1.3M
Ilmarinen Mutual Pension Insurance Co 0.02% Add +25.0% 25,000 $1.3M
Mission Wealth Management, LP 0.04% Reduce -37.0% 24,529 $1.3M
Bokf, NA 0.02% Add +18.2% 24,678 $1.3M
Simplex Trading, LLC 0.04% Add +92.2% 24,138 $1.3M
Keybank National Association 0.01% Reduce -0.9% 23,576 $1.3M
Procyon Advisors, LLC 0.10% Add +26.9% 23,469 $1.3M
Great Waters Wealth Management 0.21% Add +0.7% 23,386 $1.3M
Townsquare Capital LLC 0.02% Add +29.3% 23,020 $1.2M
Dakota Wealth Management 0.03% Add +16.0% 22,864 $1.2M
Norinchukin Bank, The 0.04% Reduce -1.8% 22,857 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -55.7% 22,828 $1.2M
Ieq Capital, LLC 0.02% Reduce -9.7% 22,692 $1.2M
Versor Investments LP 0.24% Add +125.2% 22,418 $1.2M
Capstone Investment Advisors, LLC 0.04% Add +45.9% 22,287 $1.2M
Metropolitan Life Insurance Co 0.05% Reduce -0.9% 22,255 $1.2M
OV Management LLC 0.86% No change 22,100 $1.2M
Valtinson Bruner Financial Planning LLC 0.50% Reduce -3.1% 21,715 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -34.5% 21,512 $1.2M
Polianta Ltd 0.56% New 21,500 $1.2M
Accredited Investors Inc. 0.07% Add +2.0% 21,361 $1.1M
Sagefield Capital LP 0.14% New 21,350 $1.1M
NorthRock Partners, LLC 0.04% Reduce -15.4% 20,950 $1.1M
Summit Trail Advisors, LLC 0.03% New 20,934 $1.1M
Geneos Wealth Management Inc. 0.05% Add +0.5% 20,684 $1.1M
Fulton Bank, N.A. 0.05% Add +72.5% 20,530 $1.1M
Swiss Life Asset Management Ltd 0.02% Reduce -81.0% 20,497 $1.1M
Bremer Bank National Association 0.20% Reduce -4.5% 20,337 $1.1M
NorthCoast Asset Management LLC 0.01% New 20,172 $1.1M
Rakuten Investment Management, Inc. 0.01% Add +1377.1% 20,162 $1.1M
Lido Advisors, LLC 0.01% Add +115.1% 19,959 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +83.6% 19,931 $1.1M
HighPoint Advisor Group LLC 0.08% Add +7.4% 19,140 $1.1M
White Pine Capital LLC 0.41% Reduce -2.1% 19,830 $1.1M
Strong Tower Advisory Services 0.42% New 19,818 $1.1M
Empirical Finance, LLC 0.06% Add +3.5% 19,578 $1.1M
Glenmede Trust Co. NA 0.01% Reduce -29.9% 19,568 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.55% Add +10.9% 19,540 $1.1M
First Citizens Bank & Trust Co. 0.02% Reduce -1.6% 19,532 $1.0M
17 Capital Partners, LLC 0.77% Add +451.9% 19,464 $1.0M
South Dakota Investment Council 0.02% No change 19,164 $1.0M
Huntington National Bank 0.01% Reduce -2.7% 19,025 $1.0M
Sourcerock Group LLC 0.08% Reduce -24.9% 19,000 $1.0M
Boothbay Fund Management, LLC 0.03% Reduce -33.1% 19,000 $1.0M
Investment Management Corp of Ontario 0.03% Reduce -17.5% 18,844 $1.0M
Buckingham Strategic Wealth, LLC 0.01% Add +2.1% 18,798 $1.0M
Harbour Investments, Inc. 0.04% Add +1.3% 18,748 $1.0M
First Western Trust Bank 0.05% No change 18,690 $1.0M
DeDora Capital, Inc. 0.32% Add +15.0% 18,595 $999K
Apollon Wealth Management, LLC 0.03% Reduce -8.0% 18,548 $997K
Virtu Financial LLC 0.08% New 18,488 $994K
Moors & Cabot, Inc. 0.05% Add +121.6% 18,479 $993K
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -7.4% 18,210 $979K
Cypress Capital Group 0.12% Reduce -0.7% 18,196 $978K
Orion Porfolio Solutions, LLC 0.01% Reduce -14.6% 18,184 $977K
Orion Portfolio Solutions, LLC 0.01% Reduce -14.6% 18,184 $977K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +7.3% 18,074 $972K
Oppenheimer Asset Management Inc. 0.01% New 17,956 $965K
Atria Wealth Solutions, Inc. 0.01% Add +115.6% 17,729 $961K
Great Valley Advisor Group, Inc. 0.03% Add +1.4% 17,629 $948K
Dorsey & Whitney Trust CO LLC 0.06% Add +10.9% 17,594 $946K
United Services Automobile Association 0.02% No change 17,571 $944K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 17,509 $941K
iSAM Funds (UK) Ltd 0.54% Add +45.4% 17,408 $936K
GYL Financial Synergies, LLC 0.07% Reduce -13.6% 17,339 $932K
AE Wealth Management LLC 0.01% Reduce -78.7% 17,306 $930K
Sigma Planning Corp 0.03% Add +34.2% 17,273 $928K
Gallagher Fiduciary Advisors, LLC 0.03% Add +19.8% 17,220 $926K
Western Wealth Management, LLC 0.07% Reduce -18.1% 17,179 $923K
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +63.4% 16,946 $911K
Equitable Trust Co. 0.06% New 16,813 $904K
Dechtman Wealth Management, LLC 0.21% Add +0.5% 16,570 $891K
Principal Securities, Inc. 0.03% Add +13.1% 16,365 $880K
Harvest Fund Management Co., Ltd 0.08% Add +237.1% 16,347 $878K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.4% 16,296 $876K
NJ State Employees Deferred Compensation Plan 0.11% No change 16,243 $873K
Credential Qtrade Securities Inc. 0.05% New 16,140 $868K
Avantax Advisory Services, Inc. 0.01% Add +1.3% 16,054 $863K
Greenleaf Trust 0.01% Reduce -14.7% 15,977 $859K
Koshinski Asset Management, Inc. 0.09% Reduce -9.6% 15,932 $856K
Coldstream Capital Management Inc. 0.02% Add +3.1% 15,657 $842K
Bond & Devick Financial Network, Inc. 0.45% Reduce -7.3% 15,500 $833K
Steward Partners Investment Advisory, LLC 0.01% Reduce -54.9% 15,447 $830K
Ramirez Asset Management, Inc. 0.17% Add +104.0% 15,400 $828K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.20% New 15,382 $827K
Bessemer Group Inc. 0.00% Reduce -15.3% 15,245 $821K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -94.8% 15,199 $817K
Cipher Capital LP 0.37% Reduce -28.1% 15,004 $806K
Savant Capital, LLC 0.01% Add +28.4% 14,937 $803K
Two Sigma Advisers, LP 0.00% New 14,900 $801K
Ethic Inc. 0.02% Add +321.6% 14,862 $799K
Integrated Wealth Concepts LLC 0.01% Add +8.8% 14,797 $795K
WealthTrust Axiom LLC 0.26% Reduce -9.8% 14,751 $793K
Caption Management, LLC 0.09% New 14,500 $779K
Bleakley Financial Group, LLC 0.02% Reduce -10.4% 14,378 $773K
Simplicity Wealth,LLC 0.02% New 14,343 $771K
Fox Run Management, L.L.C. 0.17% Add +23.2% 14,333 $770K
Tokio Marine Asset Management Co. Ltd. 0.04% Add +27.5% 14,325 $770K
IHT Wealth Management, LLC 0.03% Add +9.3% 14,278 $767K
Icon Advisers Inc. 0.17% Reduce -47.5% 14,400 $767K
Aspen Wealth Strategies, LLC 0.51% Add +88.9% 13,802 $742K
Vident Advisory, LLC 0.02% Add +73.2% 13,772 $740K
Tiaa Trust, National Association 0.00% Add +0.4% 13,769 $740K
WINTON GROUP Ltd 0.05% New 13,725 $738K
Exchange Traded Concepts, LLC 0.02% Add +1331.0% 13,723 $738K
United Capital Financial Advisors, LLC 0.01% Reduce -43.8% 13,498 $726K
Ballentine Partners, LLC 0.01% Reduce -17.1% 13,467 $724K
Raleigh Capital Management Inc. 0.31% Reduce -13.3% 13,407 $721K
FourThought Financial Partners, LLC 0.08% Reduce -8.5% 13,181 $708K
Pallas Capital Advisors LLC 0.03% Add +7.5% 13,111 $705K
Bell Bank 0.06% Add +0.0% 13,079 $703K
KLCM Advisors, Inc. 0.09% No change 12,839 $690K
AlphaQuest LLC 0.12% New 12,799 $688K
Resolution Capital Ltd 0.01% New 12,780 $687K
Sowell Financial Services LLC 0.03% New 12,633 $686K
Finer Wealth Management, Inc. 0.45% No change 12,750 $685K
Raymond James Trust N.A. 0.02% Add +15.5% 12,652 $680K
Stoneridge Investment Partners LLC 0.26% New 12,638 $679K
Degroof Petercam Asset Management 0.01% Reduce -16.7% 12,500 $672K
EP Wealth Advisors, LLC 0.01% Add +10.9% 12,477 $671K
Commerzbank Aktiengesellschaft 0.02% New 12,423 $668K
Parallax Volatility Advisers, L.P. 0.02% New 12,248 $658K
CWA Asset Management Group, LLC 0.04% Add +88.9% 12,208 $656K
Amarillo National Bank 0.12% Add +4.2% 12,050 $648K
Petrus Trust Company, LTA 0.06% New 11,848 $637K
Bailard, Inc. 0.02% Reduce -1.4% 11,832 $636K
Advisors Management Group Inc. 0.16% Reduce -2.9% 11,789 $634K
Marks Group Wealth Management, Inc 0.07% No change 11,674 $627K
Chronos Wealth Management, LLC 0.36% No change 11,491 $618K
Dynamic Technology Lab Private Ltd 0.07% Add +103.0% 11,488 $617K
Advisory Services Network, LLC 0.01% Add +17.6% 11,444 $615K
ICA Group Wealth Management, LLC 0.12% Add +13.4% 11,374 $611K
HighMark Wealth Management LLC 0.38% Add +64.5% 11,370 $611K
Emerald Advisors, LLC 0.11% No change 11,366 $611K
Prospera Financial Services Inc 0.02% Reduce -36.0% 11,083 $596K
Cahill Financial Advisors Inc. 0.08% Reduce -2.5% 11,047 $594K
Bard Financial Services, Inc. 0.06% No change 11,000 $591K
Foundations Investment Advisors, LLC 0.02% Reduce -1.9% 10,984 $590K
Thompson Investment Management, Inc. 0.09% No change 10,899 $586K
Kingsview Wealth Management, LLC 0.01% Reduce -2.4% 10,761 $578K
Asset Dedication, LLC 0.04% Reduce -48.6% 10,887 $577K
Verdence Capital Advisors LLC 0.05% Add +5.3% 10,717 $576K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -7.5% 9,909 $572K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -35.7% 10,498 $564K
Mosaic Family Wealth Partners, LLC 0.09% Reduce -0.2% 10,479 $563K
Walleye Trading LLC 0.01% Reduce -65.2% 10,407 $559K
Signaturefd, LLC 0.01% Reduce -29.2% 10,346 $556K
First Hawaiian Bank 0.02% Add +4.3% 10,335 $556K
Kesler, Norman & Wride, LLC 0.12% Reduce -60.6% 10,239 $550K
Brown Advisory Inc. 0.00% Add +4.7% 10,205 $549K
Aptus Capital Advisors, LLC 0.01% Add +1.4% 10,141 $545K
Wealth Alliance, LLC 0.07% Reduce -24.6% 10,032 $539K
Horizon Investments, LLC 0.01% Add +2.0% 9,986 $537K
Dearborn Partners LLC 0.02% Reduce -3.5% 9,923 $533K
Neuberger Berman Group LLC 0.00% Reduce -56.9% 9,755 $524K
Praxis Investment Management Inc. 0.03% No change 9,744 $524K
First National Bank & Trust Co. of Newtown 0.11% Reduce -3.2% 9,718 $522K
Midwest Professional Planners, LTD. 0.18% Add +14.1% 9,654 $519K
OmniStar Financial Group, Inc. 0.47% New 9,622 $517K
Sherbrooke Park Advisers LLC 0.10% Reduce -14.2% 9,619 $517K
Susquehanna Portfolio Strategies, LLC 0.01% No change 9,527 $512K
Mitchell Sinkler & Starr 0.13% New 9,500 $511K
Qtron Investments LLC 0.07% No change 9,412 $506K
Sheets Smith Wealth Management 0.06% Reduce -11.3% 9,399 $505K
NovaPoint Capital, LLC 0.18% Reduce -18.5% 9,391 $505K
STF Management LP 0.21% Reduce -1.4% 9,220 $496K
FineMark National Bank & Trust 0.02% Reduce -0.5% 9,100 $489K
American State Bank (Iowa) 0.32% Reduce -7.6% 9,009 $484K
OneDigital Investment Advisors LLC 0.01% Add +5.7% 8,993 $483K
Argent Trust Co 0.02% Reduce -11.6% 8,979 $483K
Old Port Advisors 0.15% Reduce -4.9% 8,971 $482K
Holocene Advisors, LP 0.00% Reduce -92.8% 8,958 $481K
Kestra Private Wealth Services, LLC 0.01% Reduce -15.5% 8,824 $474K
Coastline Trust Co 0.06% Reduce -21.4% 8,755 $471K
Stonebridge Capital Advisors LLC 0.04% Add +0.3% 8,649 $465K
Caisse de depot et placement du Quebec 0.00% Reduce -94.0% 8,589 $462K
Capital Advisory Group Advisory Services, LLC 0.22% Add +138.9% 8,584 $461K
Cascade Investment Group, Inc. 0.35% Reduce -5.5% 8,580 $461K
CENTRAL TRUST Co 0.01% Add +0.6% 8,477 $456K
Coastal Bridge Advisors, LLC 0.10% Reduce -14.5% 8,427 $453K
Aviva PLC 0.00% No change 8,354 $449K
Carret Asset Management, LLC 0.05% Reduce -2.9% 8,339 $448K
Oarsman Capital, Inc. 0.11% No change 8,272 $445K
Fiduciary Alliance LLC 0.08% No change 8,307 $443K
Trust Point Inc. 0.03% Add +10.4% 8,228 $442K
International Assets Investment Management, LLC 0.05% Reduce -14.8% 8,276 $441K
Financial Advocates Investment Management 0.03% Add +2.2% 8,167 $439K
Cohen Klingenstein LLC 0.02% No change 8,100 $435K
Bank of Hawaii 0.02% Reduce -8.3% 8,008 $430K
Park Avenue Securities LLC 0.01% Reduce -6.8% 7,989 $429K
Gotham Asset Management 0.01% Reduce -36.0% 7,949 $427K
Parsons Capital Management Inc. 0.03% Reduce -3.5% 7,922 $426K
First Trust Direct Indexing L.P. 0.03% Reduce -17.4% 7,916 $425K
Focus Partners Wealth 0.00% New 7,891 $424K
SC&H Financial Advisors, Inc. 0.11% Reduce -9.2% 7,854 $422K
Bradley Foster & Sargent Inc. 0.01% No change 7,817 $420K
Clearbridge Investments, LLC 0.00% No change 7,801 $419K
Laraway Financial Advisors Inc 0.37% Add +0.1% 7,795 $419K
First Foundation Advisors 0.02% No change 7,735 $416K
Avior Wealth Management, LLC 0.02% Add +60.4% 7,711 $415K
Alberta Investment Management Corp 0.00% No change 7,700 $414K
Sfmg, LLC 0.04% No change 7,675 $413K
Prime Capital Investment Advisors, LLC 0.01% Add +2.0% 7,559 $406K
Aveo Capital Partners, LLC 0.04% Reduce -1.5% 7,484 $406K
Ostrum Asset Management 0.03% Add +203.8% 7,509 $404K
Legacy Wealth Asset Management, LLC 0.11% New 7,438 $400K
Cognios Beta Neutral Large Cap Fund, LP 0.52% New 7,434 $400K
Fourpath Capital Management, LLC 0.28% Reduce -1.9% 7,428 $399K
Occudo Quantitative Strategies LP 0.07% Reduce -91.3% 7,418 $399K
KCM Investment Advisors LLC 0.01% Add +15.5% 7,409 $398K
Modern Wealth Management, LLC 0.04% Add +9.5% 7,403 $398K
Sumitomo Life Insurance Co. 0.01% Reduce -5.3% 7,304 $393K
Romano Brothers and Company 0.05% No change 7,262 $390K
AMG National Trust Bank 0.01% Reduce -72.3% 7,175 $386K
SVB Wealth LLC 0.01% Reduce -10.3% 7,172 $386K
Allworth Financial LP 0.00% Reduce -5.8% 7,104 $382K
Intrust Bank NA 0.04% Reduce -21.9% 7,091 $381K
Insigneo Advisory Services, LLC 0.04% Add +2.0% 6,980 $379K
Two Sigma Securities, LLC 0.02% Add +82.9% 6,998 $376K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -25.9% 6,995 $376K
Bluespring Wealth Management, LLC 0.04% Add +0.5% 6,853 $372K
V-Square Quantitative Management LLC 0.05% Add +48.6% 6,894 $371K
Campbell & CO Investment Adviser LLC 0.03% New 6,873 $369K
Access Financial Services, Inc. 0.16% Add +0.1% 6,860 $369K
GAMMA Investing LLC 0.07% Reduce -10.7% 6,855 $368K
Angeles Investment Advisors, LLC 0.02% Reduce -0.7% 6,780 $368K
Affiance Financial, LLC 0.10% No change 6,752 $363K
Concurrent Investment Advisors, LLC 0.01% Reduce -20.0% 6,739 $362K
Spirit of America Management Corp. 0.07% No change 6,700 $360K
Meeder Advisory Services, Inc. 0.04% Reduce -3.1% 6,624 $356K
Snowden Capital Advisors LLC 0.01% Reduce -2.1% 6,514 $354K
Checchi Capital Advisers, LLC 0.03% Reduce -6.3% 6,475 $348K
PFG Investments, LLC 0.02% Add +4.1% 6,459 $347K
Capital Investment Advisors, LLC 0.01% Add +16.6% 6,450 $347K
Longfellow Investment Management Co. LLC 0.08% Add +0.8% 6,447 $347K
Nicolet Advisory Services, LLC 0.04% Add +55.7% 6,362 $346K
Chicago Partners Investment Group LLC 0.01% Reduce -0.5% 6,215 $343K
Stratos Investment Management, LLC 0.03% Add +4.2% 6,378 $343K
Stephens Inc. 0.01% Reduce -13.3% 6,332 $340K
Townsend & Associates, Inc 0.04% Add +0.1% 6,148 $340K
Personal Cfo Solutions, LLC 0.05% Add +5.3% 6,263 $337K
Level Four Advisory Services, LLC 0.02% No change 5,431 $336K
EverSource Wealth Advisors, LLC 0.03% Add +0.1% 6,239 $335K
Ingalls & Snyder LLC 0.01% Reduce -5.3% 6,198 $333K
Lincoln National Corp. 0.01% Add +14.8% 6,082 $327K
Smartleaf Asset Management LLC 0.06% Add +0.9% 6,108 $326K
Goelzer Investment Management, Inc. 0.02% No change 6,050 $325K
&partners 0.04% New 6,012 $323K
Integris Wealth Management, LLC 0.09% No change 6,000 $323K
Ameritas Advisory Services, LLC 0.01% New 5,996 $322K
Smith Anglin Financial, LLC 0.03% Add +13.5% 5,996 $322K
Sequoia Financial Advisors, LLC 0.00% Reduce -51.2% 5,893 $317K
Cigna Investments Inc. 0.06% Reduce -2.0% 5,822 $313K
Hills Bank & Trust Co 0.03% No change 5,796 $312K
Spire Wealth Management 0.01% Reduce -8.6% 5,786 $311K
MBB Public Markets I LLC 0.02% New 5,774 $310K
Alley Investment Management Company, LLC 0.04% No change 5,756 $309K
Cullen/Frost Bankers, Inc. 0.00% Add +72.8% 5,734 $308K
Old Second National Bank of Aurora 0.08% Reduce -14.9% 5,698 $306K
Meritage Group LP 0.01% Add +32.7% 5,666 $305K
Caprock Group, LLC 0.02% Reduce -26.1% 5,552 $302K
Synovus Financial Corp. 0.00% Reduce -2.3% 5,592 $301K
First Horizon Advisors, Inc. 0.01% Add +10.0% 5,582 $300K
Kingswood Wealth Advisors, LLC 0.03% Reduce -53.7% 5,575 $300K
Old National Bancorp 0.01% Reduce -9.0% 5,544 $298K
First Commonwealth Financial Corp 0.08% Reduce -2.2% 5,544 $298K
XTX Topco Ltd 0.04% New 5,535 $298K
ICICI Prudential Asset Management Co Ltd 0.03% Add +3.2% 5,527 $297K
Corundum Group, Inc. 0.14% Reduce -2.8% 5,523 $297K
Stratos Wealth Partners, LTD. 0.01% Reduce -19.6% 5,522 $297K
Independent Advisor Alliance 0.01% Reduce -11.2% 5,513 $296K
E Fund Management Co., Ltd. 0.02% Reduce -0.3% 5,479 $294K
Nicollet Investment Management, Inc. 0.11% No change 5,464 $294K
Tyche Wealth Partners LLC 0.07% Reduce -36.1% 5,448 $293K
Brookstone Capital Management 0.01% Reduce -11.3% 5,448 $293K
Quadrant Capital Group LLC 0.02% Reduce -28.1% 5,415 $291K
James Hambro & Partners LLP 0.01% No change 5,400 $290K
RDA Financial Network 0.10% No change 5,397 $290K
RFG Advisory, LLC 0.01% Reduce -2.2% 5,397 $290K
HB Wealth Management, LLC 0.00% Reduce -65.1% 5,395 $290K
Park Place Capital Corp 0.10% Reduce -22.1% 5,394 $290K
Bar Harbor Wealth Management 0.02% Reduce -5.3% 5,389 $290K
Concord Wealth Partners 0.05% Add +2.9% 5,345 $287K
Merit Financial Group, LLC 0.01% Add +55.3% 5,284 $287K
Stock Yards Bank & Trust Co. 0.01% Reduce -13.8% 5,316 $286K
Sandy Spring Bank 0.01% Add +23.7% 5,308 $285K
Ballast Advisors LLC 0.10% Add +28.4% 5,304 $285K
Badgley Phelps Wealth Managers, LLC 0.01% No change 5,262 $284K
Lakeridge Wealth Management LLC 0.18% Add +47.4% 5,264 $283K
Nations Financial Group Inc, /Ia/ 0.02% Add +0.1% 5,226 $281K
Secured Retirement Advisors, LLC 0.24% Add +7.1% 5,195 $279K
Centre Asset Management, LLC 0.07% Reduce -3.4% 5,187 $279K
Farmers & Merchants Investments Inc. 0.01% Reduce -48.1% 5,178 $278K
Mutual Advisors, LLC 0.01% Add +38.8% 5,143 $276K
Heritage Trust Co 0.04% Reduce -2.2% 5,133 $276K
Avestar Capital, LLC 0.03% Reduce -5.9% 5,109 $275K
Trueblood Wealth Management, LLC 0.16% Add +1.8% 5,105 $274K
Evergreen Capital Management LLC 0.01% Reduce -24.4% 5,012 $273K
FSB Premier Wealth Management, Inc. 0.13% Reduce -3.3% 5,062 $272K
Freedom Investment Management, Inc. 0.02% Reduce -21.1% 5,060 $272K
Choreo, LLC 0.01% Add +0.7% 5,047 $271K
Quantum Financial Advisors, LLC 0.05% Add +11.5% 5,045 $271K
Rwa Wealth Partners, LLC 0.00% Add +0.1% 4,978 $268K
Summit Financial, LLC 0.02% Reduce -1.0% 4,926 $267K
Glenview Trust Co 0.01% No change 4,935 $265K
IFP Advisors, Inc 0.01% Reduce -3.4% 4,932 $265K
Abbrea Capital, LLC 0.03% No change 4,874 $265K
Castle Rock Wealth Management, LLC 0.07% No change 4,915 $264K
Rosenberg Matthew Hamilton 0.08% Reduce -11.6% 4,918 $262K
GTS Securities LLC 0.01% Reduce -38.4% 4,868 $262K
Concourse Financial Group Securities, Inc. 0.02% Add +0.3% 4,791 $260K
GHP Investment Advisors, Inc. 0.01% Add +46.6% 4,809 $258K
Danske Bank A/S 0.00% — 4,799 $258K
West Family Investments, Inc. 0.08% Add +26.0% 4,776 $257K
Headinvest, LLC 0.05% No change 4,767 $256K
Ritholtz Wealth Management 0.01% New 4,711 $253K
Focus Partners Advisor Solutions, LLC 0.01% New 4,710 $253K
Axxcess Wealth Management, LLC 0.01% Add +0.6% 4,709 $253K
Nomura Holdings Inc. 0.00% Reduce -58.2% 4,651 $250K
Systematic Portfolios LLC 0.82% Reduce -60.1% 2,144 $249K
Simon Quick Advisors, LLC 0.02% Reduce -5.5% 4,634 $249K
PrairieView Partners, LLC 0.03% No change 4,621 $249K
Venture Visionary Partners LLC 0.01% Reduce -15.7% 4,601 $247K
Triumph Capital Management 0.10% Add +15.3% 4,636 $247K
Curi Capital, LLC 0.01% Reduce -9.4% 4,565 $246K
FFT Wealth Management LLC 0.02% Add +24.7% 4,549 $245K
Waverly Advisors, LLC 0.01% New 4,524 $243K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -8.8% 4,504 $242K
InterOcean Capital Group, LLC 0.01% New 4,499 $242K
CI Investments Inc. 0.00% Add +38.1% 4,480 $241K
Montag A & Associates Inc. 0.01% Reduce -8.5% 4,422 $240K
Csenge Advisory Group 0.01% Reduce -2.1% 4,429 $238K
Lanark Financial, Inc. 0.02% Reduce -38.7% 4,434 $238K
Kozak & Associates, Inc. 0.06% Add +1.3% 4,250 $237K
Intrua Financial, LLC 0.04% Reduce -2.3% 4,402 $237K
Welch Group, LLC 0.01% No change 4,400 $237K
Bridgefront Capital, LLC 0.18% New 4,385 $236K
Ramsay, Stattman, Vela & Price, Inc. 0.05% No change 4,383 $236K
Eastern Bank 0.01% Add +1.9% 4,382 $236K
Warwick Investment Management, Inc. 0.06% Reduce -3.3% 4,377 $235K
Mesirow Financial Investment Management, Inc. 0.01% Add +8.9% 4,358 $234K
Jones Financial Companies LLLP 0.00% Reduce -2.3% 4,334 $233K
Parallel Advisors, LLC 0.01% Reduce -23.8% 4,320 $232K
Buska Wealth Management, LLC 0.10% — 4,291 $231K
Global Retirement Partners, LLC 0.01% Add +13.5% 4,290 $231K
Redhawk Wealth Advisors, Inc. 0.04% Add +13.7% 4,272 $230K
SouthState Bank Corp 0.02% No change 4,268 $229K
Manchester Capital Management LLC 0.03% Add +62.0% 4,261 $229K
Gateway Wealth Partners, LLC 0.08% Reduce -21.2% 4,231 $227K
DORVAL Corp 0.10% Reduce -16.4% 4,290 $226K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.7% 4,204 $226K
Tradewinds, LLC. 0.11% — 4,201 $226K
Lake Street Advisors Group, LLC 0.01% Reduce -25.8% 4,139 $225K
Pitcairn Co. 0.01% New 4,172 $224K
Kenora Financial, LLC 0.09% Add +9.5% 4,144 $223K
Destination Wealth Management 0.01% Reduce -9.5% 4,124 $222K
nVerses Capital, LLC 0.53% New 4,100 $220K
Samalin Investment Counsel, LLC 0.10% Add +0.5% 4,096 $220K
First National Bank Sioux Falls 0.12% Add +19.8% 4,079 $219K
Johnson Investment Counsel Inc. 0.00% No change 4,066 $219K
Vinva Investment Management Ltd 0.01% New 4,060 $218K
Wesbanco Bank Inc. 0.01% Reduce -6.2% 4,059 $218K
CW Advisors, LLC 0.00% New 4,017 $216K
Kure Advisory, LLC 0.18% Reduce -36.4% 4,003 $215K
USAdvisors Wealth Management, LLC 0.08% Add +0.5% 4,044 $215K
Graves Light Lenhart Wealth, Inc. 0.02% No change 4,000 $215K
Wedmont Private Capital 0.02% Reduce -24.6% 3,950 $215K
Principle Wealth Partners LLC 0.02% No change 3,980 $214K
Lantz Financial LLC 0.07% No change 3,977 $214K
Carlson Capital Management 0.01% Reduce -67.2% 3,970 $213K
GPS Wealth Strategies Group, LLC 0.03% Reduce -13.4% 3,962 $213K
Wilbanks Smith & Thomas Asset Management LLC 0.01% No change 3,958 $213K
Numerai GP LLC 0.09% New 3,943 $212K
Paragon Capital Management LLC 0.11% No change 3,931 $211K
Conning Inc. 0.01% No change 3,905 $210K
Peak Asset Management, LLC 0.04% No change 3,896 $209K
Alpha Cubed Investments, LLC 0.01% New 3,889 $209K
HUB Investment Partners, LLC 0.01% Add +1.4% 3,866 $208K
RNC Capital Management LLC 0.01% Add +0.2% 3,853 $207K
Chesley Taft & Associates LLC 0.01% No change 3,851 $207K
Moody National Bank Trust Division 0.02% Add +7.5% 3,820 $205K
Lazari Capital Management, Inc. 0.11% Add +3.2% 3,816 $205K
Austin Private Wealth, LLC 0.02% Add +0.1% 3,789 $205K
AlphaStar Capital Management, LLC 0.02% Reduce -1.9% 3,812 $205K
Planning Center, Inc. 0.04% Reduce -0.1% 3,806 $205K
SCP Investment, LP 0.13% New 3,800 $204K
Williams Jones Wealth Management, LLC. 0.00% Reduce -23.1% 3,775 $203K
Cidel Asset Management Inc. 0.02% Add +6.5% 3,772 $203K
Aigen Investment Management, LP 0.04% New 3,767 $202K
Scissortail Wealth Management, LLC 0.05% Reduce -74.7% 3,749 $202K
SpiderRock Advisors, LLC 0.01% — 3,870 $201K
First Business Financial Services, Inc. 0.02% Reduce -6.3% 3,737 $201K
Blue Trust, Inc. 0.00% Add +9.8% 3,657 $197K
Broadwater Capital Management LLC 0.15% No change 3,600 $194K
CoreFirst Bank & Trust 0.12% No change 3,559 $191K
Farther Finance Advisors, LLC 0.01% Add +4.1% 3,523 $188K
Institutional & Family Asset Management, LLC 0.03% Add +0.7% 3,407 $183K
Peoples Financial Services Corp. 0.08% No change 3,400 $183K
Arax Advisory Partners 0.02% Reduce -75.9% 3,375 $181K
Lummis Asset Management, LP 0.24% No change 3,283 $176K
Larson Financial Group LLC 0.01% Reduce -5.3% 3,227 $173K
Cherry Tree Wealth Management, LLC 0.04% Add +0.4% 3,201 $172K
Private Trust Co. NA 0.02% Reduce -4.5% 3,201 $172K
Brown Brothers Harriman & Co. 0.00% Reduce -98.2% 2,908 $156K
Cranbrook Wealth Management, LLC 0.04% No change 2,905 $156K
Trust Co 0.02% No change 2,882 $155K
CVA Family Office, LLC 0.03% Add +13.3% 2,851 $153K
Whittier Trust Co. 0.00% Add +18.4% 2,641 $142K
EntryPoint Capital, LLC 0.12% New 2,584 $139K
Hilltop National Bank 0.05% — 2,554 $137K
China Universal Asset Management Co., Ltd. 0.02% Add +127.0% 2,504 $136K
Motco 0.01% No change 2,517 $135K
Elgethun Capital Management 0.03% Add +27.1% 2,546 $135K
Founders Capital Management 0.09% No change 2,500 $134K
Lindbrook Capital, LLC 0.01% Reduce -31.6% 2,482 $133K
JNBA Financial Advisors 0.01% Reduce -6.0% 2,458 $132K
Smithfield Trust Co 0.01% Reduce -11.3% 2,401 $129K
WASHINGTON TRUST Co 0.00% Reduce -2.5% 2,383 $128K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 2,376 $128K
Colonial Trust Co / SC 0.02% Reduce -2.0% 2,354 $127K
UMB Bank, n.a. 0.00% Reduce -52.8% 2,343 $126K
Riverview Trust Co 0.10% New 2,333 $125K
Mather Group, Llc. 0.00% New 2,023 $125K
Marquette Asset Management, LLC 0.02% Add +52.3% 2,300 $124K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.0% 2,261 $122K
Christopher J. Hasenberg, Inc 0.06% New 2,194 $118K
Sound Income Strategies, LLC 0.01% No change 2,188 $118K
Wolff Wiese Magana LLC 0.10% Reduce -2.1% 2,103 $113K
St Germain D J Co. Inc. 0.01% No change 2,051 $110K
Financial Perspectives, Inc 0.04% Reduce -41.9% 2,046 $110K
Scarborough Advisors, LLC 0.05% No change 2,018 $108K
Chilton Capital Management LLC 0.01% Reduce -38.4% 2,000 $108K
LGT Financial Advisors LLC 0.12% Reduce -4.3% 1,874 $101K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -77.3% 1,765 $97K
First Community Trust NA 0.09% No change 1,800 $97K
Vestor Capital, LLC 0.01% No change 1,771 $95K
HM Payson & Co. 0.00% Reduce -14.7% 1,747 $94K
Steph & Co. 0.03% No change 1,713 $92K
Front Row Advisors LLC 0.03% No change 1,688 $92K
First Manhattan Co. Llc. 0.00% Reduce -0.1% 1,700 $91K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 1,685 $91K
Parkside Financial Bank & Trust 0.01% Reduce -10.5% 1,688 $91K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -2.4% 1,660 $89K
Bank of New Hampshire 0.02% No change 1,629 $88K
Quent Capital, LLC 0.01% Add +11.7% 1,602 $86K
PSI Advisors, LLC 0.03% No change 1,585 $85K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +14.3% 1,569 $85K
Riggs Asset Managment Co. Inc. 0.02% Reduce -0.8% 1,578 $85K
Hexagon Capital Partners LLC 0.02% Reduce -6.5% 1,578 $85K
Peoples Bank 0.06% No change 1,531 $82K
Alta Advisers Ltd 0.04% No change 1,500 $81K
Pinnacle Bancorp, Inc. 0.02% Reduce -7.4% 1,497 $80K
Colonial Trust Advisors 0.01% Reduce -2.9% 1,497 $80K
Hanson & Doremus Investment Management 0.01% No change 1,459 $78K
Planning Capital Management Corp 0.05% Reduce -19.2% 1,363 $73K
Trust Co. of Vermont 0.00% No change 1,355 $73K
Bartlett & Co. Wealth Management LLC 0.00% Add +8.1% 1,341 $73K
Covestor Ltd 0.05% Add +325.9% 1,316 $71K
City State Bank 0.03% No change 1,316 $71K
State of Wyoming 0.01% Add +1.5% 1,292 $69K
IAG Wealth Partners, LLC 0.01% No change 1,276 $69K
Foster Dykema Cabot & Partners, LLC 0.01% Add +26.2% 1,262 $69K
NBT Bank, N.A. 0.01% No change 1,263 $68K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 1,222 $66K
Sunbelt Securities, Inc. 0.01% No change 1,200 $65K
Global Assets Advisory, LLC 0.04% New 1,210 $64K
BKM Wealth Management, LLC 0.03% Add +3.1% 1,192 $64K
Winch Advisory Services, LLC 0.02% Add +0.9% 1,161 $62K
WFA Asset Management Corp 0.03% Add +0.9% 1,131 $61K
North Star Investment Management Corp. 0.00% Add +2.8% 1,085 $58K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -34.6% 1,060 $57K
Burkett Financial Services, LLC 0.03% Add +0.9% 1,059 $57K
Carmichael Hill & Associates, Inc. 0.02% No change 1,030 $55K
Washington Trust Advisors, Inc. 0.01% No change 1,030 $55K
FinTrust Capital Advisors, LLC 0.01% No change 988 $53K
Beaird Harris Wealth Management, LLC 0.01% No change 964 $52K
Ancora Advisors LLC 0.00% No change 960 $52K
IFS Advisors, LLC 0.04% No change 956 $51K
Bfsg, LLC 0.01% Reduce -4.0% 955 $51K
Centennial Bank 0.03% No change 947 $51K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 929 $50K
Leonteq Securities AG 0.01% Reduce -48.1% 925 $50K
Prestige Wealth Management Group LLC 0.01% Reduce -19.3% 914 $50K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $48K
Versant Capital Management, Inc 0.01% Reduce -5.8% 888 $48K
Caldwell Trust Co 0.01% No change 884 $48K
Banque Cantonale Vaudoise 0.00% Reduce -27.8% 882 $47K
CoreCap Advisors, LLC 0.00% New 846 $45K
Venturi Wealth Management, LLC 0.00% Add +11.1% 843 $45K
Hoese & Co LLP 0.04% No change 836 $44K
Avalon Trust Co 0.00% No change 800 $43K
Deseret Mutual Benefit Administrators 0.02% No change 772 $41K
Creative Financial Designs Inc. 0.00% Add +0.8% 766 $41K
Emfo, LLC 0.04% No change 745 $40K
Rothschild Investment LLC 0.00% Add +23.8% 728 $39K
Bell Investment Advisors, Inc 0.01% No change 727 $39K
Capital Advisors, Ltd. LLC 0.01% Reduce -17.8% 698 $38K
McIlrath & Eck, LLC 0.01% Add +0.9% 690 $37K
Strengthening Families & Communities, LLC 0.02% Add +0.9% 696 $37K
Tradewinds Capital Management, LLC 0.01% No change 672 $36K
Bruce G. Allen Investments, LLC 0.03% Reduce -78.3% 667 $36K
Clearstead Advisors, LLC 0.00% Reduce -47.5% 639 $36K
Lowe Wealth Advisors, LLC 0.02% No change 658 $35K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -38.0% 630 $34K
Janiczek Wealth Management, LLC 0.01% Reduce -15.7% 621 $33K
Tsfg, LLC 0.01% No change 605 $33K
Slocum, Gordon & Co LLP 0.02% No change 600 $32K
Acadian Asset Management LLC 0.00% Reduce -72.0% 611 $32K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 580 $31K
Piscataqua Savings Bank 0.03% No change 575 $31K
Adirondack Trust Co. 0.01% No change 562 $30K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -97.5% 546 $29K
Addison Advisors LLC 0.01% No change 533 $29K
Luken Investment Analytics, LLC 0.01% No change 526 $28K
Catalyst Capital Advisors LLC 0.00% Add +1.4% 525 $28K
Canopy Partners, LLC 0.01% Reduce -89.0% 509 $27K
Tower View Wealth Management LLC 0.02% Reduce -49.1% 500 $27K
Archer Investment Corp 0.01% No change 500 $27K
Monetary Management Group Inc. 0.01% No change 500 $27K
Pinnacle Financial Partners Inc 0.00% No change 500 $27K
Elevation Wealth Partners, LLC 0.01% No change 494 $27K
GS Investments, Inc. 0.01% No change 494 $27K
Westside Investment Management, Inc. 0.01% No change 492 $26K
Operose Advisors LLC 0.01% Add +46.4% 473 $25K
Tidemark, LLC 0.01% No change 465 $25K
MilWealth Group LLC 0.01% No change 460 $25K
Armstrong Advisory Group, Inc. 0.00% No change 380 $24K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $22K
Future Financial Wealth Managment LLC 0.02% New 408 $22K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 407 $22K
Heritage Wealth Advisors 0.00% No change 400 $22K
Criterion Capital Advisors, LLC 0.01% No change 396 $21K
Capital Analysts, LLC 0.00% Reduce -11.3% 384 $21K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $19K
Union Savings Bank 0.01% No change 347 $19K
MV Capital Management, Inc. 0.00% Reduce -11.6% 334 $18K
Webster Bank, N. A. 0.00% No change 325 $17K
Valley National Advisers Inc. 0.00% No change 320 $17K
West Branch Capital LLC 0.01% No change 300 $16K
Beacon Capital Management, LLC 0.00% Add +837.5% 300 $16K
Glen Eagle Advisors, LLC 0.00% No change 300 $16K
Cambridge Trust Co. 0.00% No change 300 $16K
Wetzel Investment Advisors, Inc. 0.01% No change 287 $15K
BOK Financial Private Wealth, Inc. 0.00% Reduce -18.1% 281 $15K
Country Trust Bank 0.00% No change 276 $15K
Gilliland Jeter Wealth Management LLC 0.01% New 267 $14K
SYSTM Wealth Solutions LLC 0.00% Reduce -39.1% 265 $14K
Gables Capital Management Inc. 0.01% No change 264 $14K
Tyler-Stone Wealth Management 0.01% No change 250 $13K
Bangor Savings Bank 0.00% New 250 $13K
JFS Wealth Advisors, LLC 0.00% Reduce -15.6% 238 $13K
Nemes Rush Group LLC 0.00% Add +0.8% 237 $13K
Aspire Private Capital, LLC 0.00% Add +1.3% 236 $13K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $13K
Atticus Wealth Management, LLC 0.00% No change 230 $12K
Laurel Wealth Advisors LLC 0.00% No change 230 $12K
Global Wealth Strategies & Associates 0.00% No change 228 $12K
GW&K Investment Management, LLC 0.00% Add +4.2% 226 $12K
Loomis Sayles & Co. L P 0.00% Reduce -64.9% 224 $12K
Richard W. Paul & Associates, LLC 0.00% Reduce -1.9% 210 $11K
Private Wealth Management Group, LLC 0.01% Reduce -22.2% 207 $11K
Register Financial Advisors LLC 0.01% New 206 $11K
Salomon & Ludwin, LLC 0.00% No change 205 $11K
Stuart Chaussee & Associates, Inc. 0.00% No change 202 $11K
EnRich Financial Partners LLC 0.00% New 193 $10K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 192 $10K
NFJ Investment Group, LLC 0.00% Reduce -100.0% 183 $10K
Kelly Financial Services LLC 0.00% No change 170 $9K
CarsonAllaria Wealth Management, Ltd. 0.00% Add +0.8% 134 $7K
Grove Bank & Trust 0.00% Reduce -97.7% 124 $7K
Oakworth Capital, Inc. 0.00% No change 121 $7K
Financial Management Professionals, Inc. 0.00% Reduce -89.6% 119 $6K
Crewe Advisors LLC 0.00% New 109 $6K
Sachetta, LLC 0.00% No change 90 $6K
Horizons Wealth Management 0.00% No change 89 $6K
TD Waterhouse Canada Inc. 0.00% New 100 $5K
CNB Bank 0.00% No change 100 $5K
Duncker Streett & Co. Inc. 0.00% No change 100 $5K
Tributary Capital Management, LLC 0.00% New 98 $5K
Red Tortoise LLC 0.00% No change 95 $5K
Eagle Bay Advisors LLC 0.00% Reduce -6.3% 90 $5K
Opal Wealth Advisors, LLC 0.00% New 89 $5K
MCF Advisors LLC 0.00% Add +128.2% 89 $5K
Aspect Partners, LLC 0.00% Reduce -9.9% 82 $4K
Abound Wealth Management 0.00% Reduce -9.0% 81 $4K
First United Bank & Trust 0.00% No change 80 $4K
Valued Wealth Advisors LLC 0.00% Reduce -3.7% 78 $4K
Gradient Investments LLC 0.00% Reduce -99.2% 77 $4K
Central Pacific Bank - Trust Division 0.00% — 76 $4K
Northwest Investment Counselors, LLC 0.00% New 75 $4K
ORG Partners LLC 0.01% Reduce -53.5% 73 $4K
WealthCollab, LLC 0.00% No change 73 $4K
Pittenger & Anderson Inc. 0.00% No change 72 $4K
WR Wealth Planners, LLC 0.00% New 71 $4K
Jamison Private Wealth Management, Inc. 0.00% No change 65 $3K
Salem Investment Counselors Inc. 0.00% New 62 $3K
Carolinas Wealth Consulting LLC 0.00% Reduce -31.5% 61 $3K
Continuum Advisory, LLC 0.00% New 57 $3K
SRH Advisors, LLC 0.00% Reduce -96.8% 58 $3K
Raffa Wealth Management, LLC 0.00% No change 57 $3K
LRI Investments, LLC 0.00% — 53 $3K
Anchor Investment Management, LLC 0.00% Add +54.8% 48 $3K
Granite FO LLC 0.00% New 39 $2K
Tortoise Investment Management, LLC 0.00% Add +12.8% 44 $2K
Dunhill Financial, LLC 0.00% Add +20.0% 42 $2K
Avion Wealth 0.00% Reduce -47.1% 27 $2K
Benjamin Edwards Inc. 0.00% Reduce -99.9% 34 $2K
Penserra Capital Management LLC 0.00% Reduce -98.2% 45 $2K
TFC Financial Management, Inc. 0.00% Reduce -16.7% 35 $2K
SJS Investment Consulting Inc. 0.00% Reduce -18.4% 31 $2K
Cornerstone Planning Group LLC 0.00% Add +106.7% 31 $2K
Delos Wealth Advisors, LLC 0.00% New 30 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 30 $2K
Trifecta Capital Advisors, LLC 0.00% No change 28 $2K
POM Investment Strategies, LLC 0.00% No change 21 $1K
Key Financial Inc 0.00% No change 20 $1K
Transamerica Financial Advisors, LLC 0.00% No change 10 $1K
Core Alternative Capital 0.00% Reduce -90.5% 18 $968
West Paces Advisors Inc. 0.00% No change 13 $699
True Wealth Design, LLC 0.00% Add +71.4% 12 $645
WestEnd Advisors, LLC 0.00% No change 9 $484
Atlas Capital Advisors Inc. 0.00% Reduce -92.6% 8 $430
Financial Gravity Asset Management, Inc. 0.00% Reduce -25.0% 6 $296
Frazier Financial Advisors, LLC 0.00% No change 3 $162

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