Xcel EnergyXEL

13F holders, Q2 2024 (June 30)
972holders −7
73new positions
80sold out
5famous investors
$53.48avg. 13F price*

At the end of Q2 2024, 972 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, down 7 from Q1 2024. 73 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock Inc. ($2.4B) and State Street Corp. ($1.9B). 5 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 → Q2 2024

InstitutionsTotal Value
New Positions73$83.4M
Exits80$182.0M

All 13F filers, Q1 2024 → Q2 2024: 35,690,050 shares bought and 33,157,864 shares sold, net +2,532,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 972 holders

Vanguard Group Inc. 0.07% Add +0.2% 72,226,353 $3.9B
BlackRock Inc. 0.06% Reduce -6.1% 45,853,548 $2.4B
State Street Corp. 0.08% Add +6.8% 34,819,577 $1.9B
JPMorgan Chase & Co. 0.09% Add +3.3% 20,052,370 $1.1B
Geode Capital Management, LLC 0.07% Add +3.3% 14,299,912 $764.4M
Massachusetts Financial Services Co. 0.23% Reduce -16.9% 14,298,016 $763.7M
Aristotle Capital Management, LLC 1.41% Reduce -3.6% 13,689,988 $731.2M
T. Rowe Price Associates Inc. 0.08% Add +69.3% 12,787,894 $683.0M
Victory Capital Management Inc. 0.41% Reduce -6.0% 7,587,563 $405.3M
Morgan Stanley 0.03% Reduce -16.5% 7,505,878 $400.9M
Goldman Sachs Group Inc. 0.07% Add +17.0% 6,379,304 $340.7M
Wells Fargo & Company 0.09% Add +1.9% 6,365,277 $340.0M
Bank of America Corp. 0.03% Add +20.9% 5,824,441 $311.1M
Northern Trust Corp. 0.05% Add +1.5% 5,331,812 $284.8M
Legal & General Group Plc 0.08% Reduce -6.7% 5,253,110 $280.6M
Invesco Ltd. 0.06% Reduce -17.7% 4,998,107 $266.9M
Franklin Resources Inc. 0.08% Reduce -2.9% 4,965,331 $265.2M
Millennium Management 0.20% Add +83.9% 4,290,943 $229.2M
Bank of New York Mellon Corp 0.04% Reduce -1.6% 3,778,037 $201.8M
FMR LLC 0.01% Add +4.8% 3,537,391 $188.9M
Magellan Asset Management Ltd 1.76% Add +15.5% 3,457,204 $184.6M
Mitsubishi UFJ Trust & Banking Corp 0.44% Reduce -17.5% 3,455,283 $184.5M
Capital Research Global Investors 0.04% Add +0.0% 3,381,741 $180.6M
Charles Schwab Investment Management Inc. 0.03% Add +4.3% 3,349,795 $178.9M
Nordea Investment Management AB 0.21% Add +18.5% 3,347,728 $178.5M
Zimmer Partners, LP 3.08% Add +224.5% 3,026,125 $161.6M
California Public Employees Retirement System 0.11% Reduce -16.3% 2,897,617 $154.8M
Man Group plc 0.41% Reduce -9.8% 2,822,564 $150.8M
Royal Bank of Canada 0.03% Reduce -7.8% 2,702,540 $144.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +17.4% 2,669,716 $142.6M
Nuveen Asset Management, LLC 0.04% Reduce -1.8% 2,402,607 $140.8M
Qube Research & Technologies Ltd 0.25% Reduce -12.6% 2,576,491 $137.6M
Principal Financial Group Inc. 0.08% Reduce -1.9% 2,535,308 $135.4M
Federated Hermes, Inc. 0.30% Add +120.2% 2,379,615 $127.1M
First Trust Advisors LP 0.13% Add +27.4% 2,361,030 $126.1M
American Century Companies Inc. 0.07% Add +130.4% 2,084,345 $111.3M
Duff & Phelps Investment Management Co. 1.34% Reduce -9.5% 1,976,451 $105.6M
Russell Investments Group, Ltd. 0.17% Add +59.9% 1,945,843 $103.9M
Dimensional Fund Advisors LP 0.03% Add +10.4% 1,854,333 $99.0M
Ameriprise Financial Inc. 0.03% Add +5.8% 1,755,001 $93.8M
Macquarie Group Ltd. 0.11% Reduce -3.6% 1,750,839 $93.5M
BNP Paribas Financial Markets 0.10% Add +31.9% 1,737,048 $92.8M
Barclays PLC 0.04% Reduce -4.4% 1,724,041 $92.1M
Swiss National Bank 0.06% Reduce -0.5% 1,644,600 $87.8M
AQR Capital Management 0.13% Add +54.5% 1,642,484 $87.7M
UBS Group AG 0.03% Reduce -11.7% 1,632,353 $87.2M
National Bank of Canada 0.13% Add +89.4% 1,534,971 $80.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -7.9% 1,497,830 $80.0M
Pictet Asset Management Holding SA 0.09% Reduce -9.8% 1,451,621 $77.5M
Amundi 0.03% Reduce -38.9% 1,464,350 $77.2M
National Pension Service 0.08% Add +4.2% 1,345,443 $71.9M
Jennison Associates LLC 0.05% Reduce -1.3% 1,342,895 $71.7M
LPL Financial LLC 0.03% Add +38.0% 1,271,494 $67.9M
Envestnet Asset Management Inc. 0.02% Add +57.9% 1,270,615 $67.9M
HSBC Holdings PLC 0.04% Reduce -49.4% 1,240,821 $66.3M
Bank of Montreal 0.02% Add +47.0% 1,153,576 $63.5M
Canada Pension Plan Investment Board 0.06% Add +14.4% 1,186,585 $63.4M
Citigroup Inc. 0.06% Add +135.2% 1,161,282 $62.0M
Deutsche Bank AG 0.03% Reduce -30.4% 1,153,340 $61.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.39% Add +0.9% 1,115,494 $59.6M
Raymond James & Associates 0.04% Add +83.5% 1,103,809 $59.0M
CBRE Investment Management Listed Real Assets LLC 1.08% Add +108.1% 1,098,186 $58.7M
Stifel Financial Corp. 0.06% Add +370.7% 1,063,269 $56.8M
Rhumbline Advisers 0.05% Reduce -0.4% 987,971 $52.8M
Brandywine Global Investment Management, LLC 0.39% New 978,415 $52.3M
Prudential Financial Inc. 0.08% Reduce -0.6% 977,330 $52.2M
Worldquant Millennium Advisors LLC 0.47% Reduce -0.8% 965,724 $51.6M
Energy Income Partners, LLC 1.11% Reduce -0.9% 932,317 $49.8M
Sei Investments Co. 0.07% Add +18.9% 908,388 $48.5M
Los Angeles Capital Management LLC 0.17% Add +725.1% 907,030 $48.4M
ExodusPoint Capital Management, LP 0.53% Add +602.8% 898,413 $48.0M
Regions Financial Corp. 0.35% Add +12.6% 850,253 $45.4M
Allianz Asset Management GmbH 0.07% Reduce -16.0% 836,530 $44.7M
Two Sigma Investments, LP 0.11% Add +2396.2% 808,378 $43.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +13.2% 782,659 $41.8M
Voloridge Investment Management, LLC 0.15% Add +0.4% 751,980 $40.2M
Korea Investment CORP 0.10% Add +69.2% 745,037 $39.8M
California State Teachers Retirement System 0.05% Reduce -1.1% 732,274 $39.1M
Alliancebernstein L.P. 0.01% Add +7.4% 724,498 $38.7M
LSP Investment Advisors, LLC 21.30% No change 702,000 $37.5M
Vaughan David Investments LLC 0.91% Add +3.7% 670,041 $35.8M
Thrivent Financial for Lutherans 0.07% Add +21.3% 662,942 $35.4M
State Board of Administration of Florida Retirement System 0.06% Reduce -1.4% 614,156 $32.8M
Lazard Asset Management LLC 0.04% Add +16.3% 605,147 $32.3M
Teilinger Capital Ltd. 15.27% Add +53.9% 600,000 $32.0M
ProShare Advisors LLC 0.08% Reduce -9.2% 584,614 $31.2M
Gabelli Funds LLC 0.23% Reduce -2.2% 548,216 $29.3M
Manufacturers Life Insurance Company, The 0.03% Add +5.0% 546,873 $29.2M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -47.6% 532,942 $28.5M
Assenagon Asset Management S.A. 0.07% Add +25.1% 526,206 $28.1M
New York State Teachers Retirement System 0.06% Reduce -1.4% 524,720 $28.0M
Old Republic International Corp. 1.12% No change 515,600 $27.5M
APG Asset Management N.V. 0.05% Reduce -60.0% 537,717 $26.8M
Anchor Capital Advisors LLC 0.73% Reduce -5.3% 483,337 $25.8M
Citadel Advisors 0.02% Reduce -68.1% 448,329 $23.9M
Reaves W H & Co. Inc. 0.79% No change 436,276 $23.3M
Brookfield Corp 0.14% Add +46.8% 404,626 $21.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% — 395,865 $21.1M
Two Sigma Advisers, LP 0.05% Add +2551.0% 395,000 $21.1M
Treasurer of the State of North Carolina 0.08% Add +15.9% 374,743 $20.0M
US Bancorp \de 0.03% Reduce -5.5% 364,124 $19.4M
Mairs & Power Inc. 0.19% Reduce -1.3% 359,756 $19.2M
Jane Street Group, LLC 0.02% Add +159.6% 359,131 $19.2M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Reduce -26.8% 355,460 $19.0M
Sabal Trust CO 1.12% Add +1.4% 353,076 $18.9M
Wealth Enhancement Advisory Services, LLC 0.04% Add +8.1% 346,354 $18.5M
Twinbeech Capital LP 0.36% Reduce -0.5% 346,035 $18.5M
Allworth Financial LP 0.11% Add +4284.3% 311,459 $17.4M
New York State Common Retirement Fund 0.02% Add +1.4% 316,998 $16.9M
State of Wisconsin Investment Board 0.04% Reduce -8.2% 316,453 $16.9M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.7% 305,171 $16.3M
Intech Investment Management LLC 0.20% Add +118.6% 302,956 $16.2M
CANADA LIFE ASSURANCE Co 0.03% Reduce -1.7% 301,686 $16.1M
Associated Banc-Corp 0.49% Reduce -0.8% 295,591 $15.8M
Rafferty Asset Management, LLC 0.06% Reduce -3.3% 293,076 $15.7M
Susquehanna Fundamental Investments, LLC 0.36% Reduce -40.7% 289,737 $15.5M
Creative Planning 0.02% Add +116.1% 282,619 $15.1M
Toronto Dominion Bank 0.02% Add +56.4% 281,247 $15.0M
Gradient Investments LLC 0.34% Add +362829.9% 279,456 $14.9M
Ensign Peak Advisors, Inc 0.03% Reduce -4.1% 264,086 $14.1M
Tudor Investment Corporation 0.16% Reduce -51.0% 260,413 $13.9M
Bank of Nova Scotia 0.03% Reduce -48.9% 252,412 $13.5M
Jump Financial, LLC 0.27% Add +191.5% 244,925 $13.1M
Truist Financial Corp. 0.02% Add +63.2% 230,761 $12.3M
CIBC Asset Management Inc 0.04% Add +9.2% 230,713 $12.3M
PNC Financial Services Group, Inc. 0.01% Add +0.6% 228,100 $12.2M
HRT Financial LP 0.07% Reduce -6.5% 226,509 $12.1M
Asset Management One Co., Ltd. 0.05% Reduce -21.0% 225,276 $12.0M
Voya Investment Management LLC 0.01% Add +6.9% 225,008 $12.0M
Teacher Retirement System of Texas 0.07% Add +4.0% 224,429 $12.0M
Commonwealth Equity Services, LLC 0.02% Add +20.1% 222,761 $11.9M
TD Asset Management Inc 0.01% Add +2.7% 222,086 $11.9M
Public Employees Retirement System of Ohio 0.05% Add +1.4% 219,489 $11.7M
Mackenzie Financial Corp. 0.02% Reduce -52.7% 217,519 $11.6M
Mn Services Vermogensbeheer B.V. 0.08% Reduce -2.8% 216,855 $11.6M
Trexquant Investment LP 0.18% Add +8.7% 215,989 $11.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -41.0% 203,488 $10.9M
Balyasny Asset Management L.P. 0.03% Reduce -79.3% 202,900 $10.8M
State of New Jersey Common Pension Fund D 0.05% Reduce -34.6% 199,180 $10.6M
Engineers Gate Manager LP 0.24% Reduce -26.5% 198,591 $10.6M
Bruce & Co., Inc. 3.50% Add +1.6% 196,000 $10.5M
Reinhart Partners, Llc. 0.43% Reduce -4.8% 194,133 $10.4M
IFM Investors Pty Ltd 0.10% Add +1.3% 191,774 $10.2M
Kayne Anderson Capital Advisors LP 0.28% Add +77.7% 191,593 $10.2M
Susquehanna International Group, LLP 0.02% Reduce -45.2% 190,685 $10.2M
Jupiter Asset Management Ltd. 0.10% Reduce -87.3% 189,186 $10.1M
Resona Asset Management Co.,Ltd. 0.06% Reduce -23.5% 187,824 $10.0M
Commerce Bank 0.06% Reduce -4.9% 184,873 $9.9M
Illinois Municipal Retirement Fund 0.15% Add +10.3% 181,313 $9.7M
Corebridge Financial, Inc. 0.05% — 178,967 $9.6M
Nomura Asset Management Co. Ltd. 0.03% Add +1.1% 177,477 $9.5M
Guggenheim Capital LLC 0.07% Reduce -0.5% 174,604 $9.3M
Tortoise Capital Advisors, L.L.C. 0.12% Reduce -2.0% 174,204 $9.3M
Pinebridge Investments, L.P. 0.07% Add +29.8% 171,691 $9.2M
CIBC Private Wealth Group LLC 0.02% Add +0.7% 174,953 $9.1M
Allspring Global Investments Holdings, LLC 0.01% Reduce -24.6% 166,939 $8.9M
Nissay Asset Management Corp. /Japan 0.06% Add +8.2% 162,133 $8.7M
Calamos Advisors LLC 0.06% Reduce -3.5% 161,508 $8.6M
Arizona State Retirement System 0.06% Add +1.7% 161,034 $8.6M
Forsta Ap-Fonden 0.08% Reduce -16.0% 160,100 $8.6M
USS Investment Management Ltd 0.07% Add +15.1% 159,974 $8.5M
Daiichi Life Insurance Co., Ltd. 0.20% Add +615.6% 154,910 $8.3M
Martingale Asset Management L P 0.18% Reduce -45.5% 154,384 $8.2M
State of Michigan Retirement System 0.04% Add +0.7% 152,194 $8.1M
Cerity Partners LLC 0.02% Reduce -6.3% 152,076 $8.1M
Van Eck Associates Corp. 0.01% Add +8.7% 150,849 $8.1M
MetLife Investment Management, LLC 0.05% Add +14.7% 148,214 $7.9M
Comerica Bank 0.03% Add +3.6% 146,911 $7.8M
Aberdeen Group plc 0.01% Add +17.0% 146,841 $7.8M
Empower Advisory Group, LLC 0.03% Reduce -0.9% 143,687 $7.7M
Cetera Investment Advisers 0.02% Add +33.8% 143,573 $7.7M
Schroder Investment Management Group 0.01% Add +43.7% 139,232 $7.4M
Schonfeld Strategic Advisors LLC 0.06% Add +12.9% 137,547 $7.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -74.2% 135,243 $7.3M
Corient Private Wealth LP 0.01% Reduce -12.1% 135,266 $7.2M
Ontario Teachers Pension Plan Board 0.07% Reduce -17.6% 134,183 $7.2M
Osaic Holdings, Inc. 0.02% Reduce -12.9% 133,660 $7.1M
Abn Amro Investment Solutions 0.13% Reduce -16.2% 131,900 $7.0M
Assetmark, Inc. 0.02% Add +14.5% 127,826 $6.8M
M&T Bank Corp 0.02% Add +14.3% 126,060 $6.7M
ING Groep NV 0.04% Reduce -46.1% 125,156 $6.7M
SG Americas Securities, LLC 0.04% Reduce -67.0% 123,610 $6.6M
Janney Montgomery Scott LLC 0.02% Add +21.4% 123,458 $6.6M
First National Bank of Omaha 0.43% Add +6.3% 122,969 $6.6M
Retirement Systems of Alabama 0.03% Add +0.6% 122,567 $6.5M
Viking Fund Management LLC 1.17% Add +19.5% 122,400 $6.5M
Zions Bancorporation, N.A. 0.52% Add +99.5% 121,721 $6.5M
Calydon Capital 1.15% Add +301.8% 119,910 $6.4M
Natixis Advisors, LLC 0.01% Add +22.3% 119,168 $6.4M
Hudson Edge Investment Partners Inc. 1.21% Add +8.8% 117,087 $6.3M
Quantbot Technologies LP 0.30% Reduce -54.4% 115,369 $6.2M
State of Tennessee, Department of Treasury 0.02% Reduce -47.4% 115,064 $6.1M
Hennessy Advisors Inc. 0.23% Add +2.1% 113,599 $6.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -5.0% 112,304 $6.0M
Intact Investment Management Inc. 0.22% Add +80.6% 112,150 $6.0M
Amalgamated Bank 0.05% Reduce -1.9% 112,117 $6.0M
Daiwa Securities Group Inc. 0.03% Add +10.9% 112,008 $6.0M
Cibc World Markets Corp. 0.04% Add +21.7% 111,826 $6.0M
Mariner, LLC 0.01% Add +16.8% 110,034 $5.9M
Focus Financial Network, Inc. 0.25% Reduce -2.5% 106,056 $5.9M
BTC Capital Management, Inc. 0.54% Add +0.9% 109,061 $5.8M
BTG Pactual Asset Management US LLC 1.44% — 107,617 $5.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +61.5% 106,378 $5.7M
Czech National Bank 0.06% Add +9.1% 105,882 $5.7M
Prudential PLC 0.04% Reduce -52.7% 105,156 $5.6M
Van Lanschot Kempen Investment Management N.V. 0.06% No change 104,559 $5.6M
HighTower Advisors, LLC 0.01% Add +10.2% 103,726 $5.5M
Alaska Permanent Fund Corp 0.08% Add +1.0% 90,714 $5.3M
Tower Research Capital LLC (TRC) 0.09% Add +191.8% 97,214 $5.2M
Oliver Luxxe Assets LLC 1.07% Reduce -0.7% 94,421 $5.0M
Public Sector Pension Investment Board 0.03% Add +50.6% 94,198 $5.0M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -19.4% 94,064 $5.0M
DekaBank Deutsche Girozentrale 0.01% Add +0.6% 93,119 $5.0M
Dean Investment Associates, LLC 0.70% Reduce -4.1% 92,642 $4.9M
Teza Capital Management LLC 0.61% Reduce -39.4% 92,639 $4.9M
Graham Capital Management, L.P. 0.31% Add +229.5% 92,436 $4.9M
Opus Investment Management Inc. 3.16% No change 91,709 $4.9M
Utah Retirement Systems 0.06% Reduce -3.8% 91,598 $4.9M
Capital Fund Management S.A. 0.05% Reduce -80.2% 89,968 $4.8M
Captrust Financial Advisors 0.02% Add +10.1% 89,551 $4.8M
Palisade Asset Management, LLC 0.49% Reduce -7.8% 88,546 $4.7M
PEAK6 Investments LLC 0.22% Reduce -12.0% 87,826 $4.7M
Marshall Wace, LLP 0.01% Reduce -91.0% 87,166 $4.7M
LBP Am SA 0.19% Reduce -3.0% 86,928 $4.6M
Squarepoint Ops LLC 0.02% Reduce -90.7% 84,563 $4.5M
Atria Investments, Inc 0.06% Add +25.5% 80,709 $4.3M
Panagora Asset Management Inc. 0.02% Reduce -6.8% 80,210 $4.3M
Yousif Capital Management, LLC 0.05% Reduce -14.7% 79,616 $4.3M
First PREMIER Bank 1.11% Reduce -1.8% 77,751 $4.2M
Holocene Advisors, LP 0.02% Add +757.9% 76,849 $4.1M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.6% 76,694 $4.1M
New York Life Investment Management LLC 0.04% Add +1.3% 76,165 $4.1M
Louisiana State Employees Retirement System 0.08% Reduce -0.1% 75,500 $4.0M
Xponance LLC 0.04% Reduce -0.1% 74,681 $4.0M
Rockefeller Capital Management L.P. 0.01% Reduce -6.5% 74,651 $4.0M
Bogart Wealth, LLC 0.20% Reduce -4.1% 73,796 $3.9M
MML Investors Services, LLC 0.02% Add +39.9% 73,455 $3.9M
Quantinno Capital Management LP 0.07% Add +55.7% 73,102 $3.9M
Shelton Capital Management 0.11% Add +3.5% 73,052 $3.9M
NewEdge Advisors, LLC 0.03% Reduce -3.4% 71,852 $3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -3.4% 71,091 $3.8M
Profund Advisors LLC 0.14% Add +15.6% 70,763 $3.8M
Mutual of America Capital Management LLC 0.04% Reduce -3.1% 70,070 $3.7M
American Assets Investment Management, LLC 0.35% No change 70,000 $3.7M
Mediolanum International Funds Ltd 0.06% Reduce -3.5% 73,750 $3.7M
Pathstone Holdings, LLC 0.02% Add +24.4% 69,053 $3.7M
Credit Agricole S A 0.02% Add +64.3% 68,916 $3.7M
Vestcor Inc 0.12% No change 68,812 $3.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -9.1% 66,834 $3.6M
Nisa Investment Advisors, LLC 0.02% Reduce -0.6% 65,221 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -38.1% 65,866 $3.5M
Sanctuary Advisors, LLC 0.03% — 64,337 $3.5M
HITE Hedge Asset Management LLC 0.34% Reduce -70.1% 64,324 $3.4M
Verition Fund Management LLC 0.03% Reduce -94.8% 63,924 $3.4M
Mercer Global Advisors Inc. 0.01% Reduce -1.1% 62,891 $3.4M
D. E. Shaw & Co. 0.01% Reduce -71.0% 62,756 $3.4M
DAVENPORT & Co LLC 0.02% Add +75.2% 61,583 $3.3M
Moloney Securities Asset Management, LLC 0.48% Add +11.3% 61,556 $3.3M
Janus Henderson Group PLC 0.00% Reduce -13.9% 61,450 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +21.6% 61,167 $3.3M
Private Advisor Group, LLC 0.02% Add +3.4% 60,652 $3.2M
State of Alaska, Department of Revenue 0.04% Reduce -40.2% 60,420 $3.2M
O'shaughnessy Asset Management, LLC 0.03% Reduce -0.5% 59,759 $3.2M
First Bank & Trust 0.64% Add +20.7% 58,667 $3.1M
Bridge Creek Capital Management LLC 1.00% Add +8.3% 58,392 $3.1M
Meyer Handelman Co. 0.11% Reduce -1.6% 57,900 $3.1M
Decade Renewable Partners LP 1.50% New 57,700 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.04% Add +128.0% 57,000 $3.0M
iA Global Asset Management Inc. 0.06% Reduce -18.5% 54,584 $2.9M
Morton Community Bank 0.82% Add +6.0% 54,103 $2.9M
TD Private Client Wealth LLC 0.09% Add +111.4% 53,034 $2.8M
Employees Retirement System of Texas 0.03% New 53,000 $2.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -86.9% 51,012 $2.7M
Kestra Advisory Services, LLC 0.02% Add +7.3% 50,445 $2.7M
Stiles Financial Services Inc 1.02% Add +0.1% 49,704 $2.7M
MBB Public Markets I LLC 0.05% Add +751.9% 49,187 $2.6M
Oregon Public Employees Retirement Fund 0.05% Add +1.1% 47,711 $2.5M
KBC Group NV 0.01% Add +16.2% 47,627 $2.5M
Ameritas Investment Partners, Inc. 0.09% Reduce -0.1% 47,564 $2.5M
Qsemble Capital Management, LP 0.48% Reduce -15.7% 47,349 $2.5M
Wedbush Securities Inc. 0.09% Add +4.6% 47,126 $2.5M
NEOS Investment Management LLC 0.10% Add +44.0% 45,632 $2.4M
Gulf International Bank (UK) Ltd 0.06% No change 45,439 $2.4M
Empowered Funds, LLC 0.04% Add +74.3% 44,987 $2.4M
Sciencast Management LP 0.83% Add +43.8% 44,625 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.9% 43,700 $2.3M
Maryland State Retirement & Pension System 0.04% No change 43,243 $2.3M
Agf Management Ltd. 0.01% Reduce -4.2% 43,205 $2.3M
Y-Intercept (Hong Kong) Ltd 0.13% New 43,085 $2.3M
Mizuho Securities USA LLC 0.05% New 42,846 $2.3M
Fifth Third Bancorp 0.01% Reduce -6.4% 41,923 $2.2M
Kentucky Retirement Systems 0.06% Reduce -0.1% 41,871 $2.2M
UniSuper Management Pty Ltd 0.02% Add +62.7% 40,817 $2.2M
Wealthfront Advisers LLC 0.01% Add +35.7% 40,780 $2.2M
QRG Capital Management, Inc. 0.03% Add +0.7% 39,808 $2.1M
Vanguard Personalized Indexing Management, LLC 0.04% Add +11.2% 39,434 $2.1M
Cresset Asset Management, LLC 0.01% Add +18.4% 38,914 $2.1M
AXA S.A. 0.01% Add +7.6% 39,060 $2.1M
Boothbay Fund Management, LLC 0.07% Add +104.0% 38,764 $2.1M
Proquility Private Wealth Partners, LLC 0.69% Add +0.8% 37,870 $2.0M
Blair William & Co. 0.01% Reduce -7.8% 37,622 $2.0M
Headlands Technologies LLC 0.21% Add +5.2% 37,432 $2.0M
Edgemoor Investment Advisors, Inc. 0.19% Reduce -3.3% 37,423 $2.0M
AlphaQuest LLC 0.27% Add +192.3% 37,414 $2.0M
Cwm, LLC 0.01% Add +11.6% 36,923 $2.0M
Wexford Capital LP 0.49% Reduce -35.3% 36,236 $1.9M
Hartford Investment Management Co. 0.07% Reduce -0.2% 35,556 $1.9M
ARS Investment Partners, LLC 0.18% Reduce -4.1% 35,359 $1.9M
Crossmark Global Holdings, Inc. 0.04% Reduce -10.9% 35,248 $1.9M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -23.6% 35,000 $1.9M
Metis Global Partners, LLC 0.06% Add +5.9% 34,378 $1.8M
Stevens Capital Management LP 0.62% Add +34.3% 34,287 $1.8M
Siemens Fonds Invest GmbH 0.14% Reduce -6.1% 34,210 $1.8M
Westpac Banking Corp. 0.14% Reduce -6.0% 34,178 $1.8M
Inceptionr LLC 0.51% Add +21.6% 33,758 $1.8M
Rakuten Investment Management, Inc. 0.01% Add +62.6% 32,779 $1.8M
First Dallas Securities Inc. 0.77% Add +1.4% 32,744 $1.7M
Sourcerock Group LLC 0.12% Add +72.0% 32,689 $1.7M
D.A. Davidson & Co. 0.02% Add +10.4% 32,306 $1.7M
Swiss Life Asset Management Ltd 0.02% Add +56.4% 32,058 $1.7M
Nebula Research & Development LLC 0.28% Add +1.3% 31,934 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -1.8% 31,906 $1.7M
Commerzbank Aktiengesellschaft 0.06% Add +156.4% 31,848 $1.7M
Savant Capital, LLC 0.02% Add +112.7% 31,771 $1.7M
Advisors Asset Management, Inc. 0.03% Reduce -16.1% 31,345 $1.7M
Simplex Trading, LLC 0.05% Add +28.4% 30,986 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -23.3% 30,578 $1.6M
First National Advisers, LLC 0.29% Add +4.6% 29,908 $1.6M
Bokf, NA 0.03% Add +20.5% 29,745 $1.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -27.0% 29,477 $1.6M
M&G PLC 0.01% New 29,558 $1.6M
Epiq Partners, LLC 1.04% Reduce -0.7% 28,871 $1.5M
Walleye Capital LLC 0.02% Reduce -65.3% 28,373 $1.5M
Baird Financial Group, Inc. 0.00% Reduce -17.1% 28,266 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +0.2% 27,802 $1.5M
New Mexico Educational Retirement Board 0.05% No change 27,778 $1.5M
Bayesian Capital Management, LP 0.17% Add +10.4% 27,756 $1.5M
Townsquare Capital LLC 0.02% Add +19.5% 27,516 $1.5M
&partners 0.06% Add +354.6% 27,329 $1.5M
Claro Advisors Inc. 0.23% Add +0.6% 27,101 $1.4M
Blackhawk Capital Partners, LLC 0.87% New 26,936 $1.4M
Van Hulzen Asset Management, LLC 0.10% Add +1.9% 26,698 $1.4M
SCP Investment, LP 0.90% Add +600.0% 26,600 $1.4M
Tidal Investments LLC 0.02% Reduce -7.3% 26,551 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +3.3% 26,522 $1.4M
Procyon Advisors, LLC 0.10% Add +12.9% 26,496 $1.4M
Berger Financial Group, Inc 0.11% Add +0.4% 26,462 $1.4M
Central Bank & Trust Co. 0.19% Reduce -0.1% 26,212 $1.4M
FORA Capital, LLC 0.17% New 26,089 $1.4M
Strong Tower Advisory Services 0.46% Add +31.3% 26,011 $1.4M
Fox Run Management, L.L.C. 0.26% Add +80.1% 25,808 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +53.5% 24,635 $1.3M
Ieq Capital, LLC 0.02% Add +6.5% 24,165 $1.3M
Wealth Alliance, LLC 0.17% Add +140.2% 24,094 $1.3M
Quotient Wealth Partners, LLC 0.04% Reduce -7.6% 23,942 $1.3M
Norinchukin Bank, The 0.04% Add +2.3% 23,385 $1.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +51.8% 23,076 $1.2M
Bleakley Financial Group, LLC 0.04% Add +60.0% 23,007 $1.2M
Simplicity Wealth,LLC 0.03% Add +60.4% 22,999 $1.2M
AdvisorNet Financial, Inc 0.11% Reduce -24.4% 22,973 $1.2M
Dakota Wealth Management 0.03% Reduce -0.4% 22,774 $1.2M
OV Management LLC 0.84% Add +1.8% 22,500 $1.2M
Tradition Wealth Management, LLC 0.11% Reduce -21.4% 22,181 $1.2M
Choreo, LLC 0.02% Add +347.0% 22,559 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +2.8% 22,103 $1.2M
Summit Trail Advisors, LLC 0.03% Add +4.4% 21,852 $1.2M
HighPoint Advisor Group LLC 0.07% Add +4.7% 20,034 $1.2M
Fulton Bank, N.A. 0.05% Add +7.0% 21,958 $1.2M
Acadian Asset Management LLC 0.00% Add +3461.1% 21,758 $1.2M
Valtinson Bruner Financial Planning LLC 0.46% Reduce -0.1% 21,693 $1.2M
Machina Capital S.A.S. 0.52% Reduce -37.6% 21,624 $1.2M
AE Wealth Management LLC 0.01% Add +24.1% 21,484 $1.1M
Mattson Financial Services, LLC 0.41% — 21,463 $1.1M
Resolution Capital Ltd 0.02% Add +67.3% 21,380 $1.1M
Buckingham Strategic Wealth, LLC 0.01% Add +13.6% 21,354 $1.1M
Accredited Investors Inc. 0.07% Reduce -0.8% 21,201 $1.1M
Aquatic Capital Management LLC 0.04% Reduce -96.8% 21,200 $1.1M
Verdence Capital Advisors LLC 0.10% Add +97.7% 21,188 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -7.7% 21,063 $1.1M
Geneos Wealth Management Inc. 0.05% Add +0.9% 20,869 $1.1M
Keybank National Association 0.00% Reduce -12.7% 20,585 $1.1M
Raleigh Capital Management Inc. 0.46% Add +51.8% 20,350 $1.1M
Mitchell & Pahl Private Wealth, LLC 0.57% Add +3.6% 20,238 $1.1M
NorthRock Partners, LLC 0.04% Reduce -3.9% 20,130 $1.1M
Paloma Partners Management Co 0.12% New 20,109 $1.1M
Hartree Partners, LP 0.27% New 20,000 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% No change 19,931 $1.1M
White Pine Capital LLC 0.40% Reduce -0.1% 19,800 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +8.6% 19,748 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +8.6% 19,748 $1.1M
Glenmede Trust Co. NA 0.01% Add +0.6% 19,679 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +11.2% 19,599 $1.0M
Oppenheimer Asset Management Inc. 0.01% Add +8.3% 19,453 $1.0M
DeDora Capital, Inc. 0.32% Add +4.3% 19,399 $1.0M
OMERS ADMINISTRATION Corp 0.01% New 19,231 $1.0M
South Dakota Investment Council 0.02% Reduce -0.1% 19,141 $1.0M
Sigma Planning Corp 0.03% Add +9.3% 18,874 $1.0M
First Western Trust Bank 0.05% Add +0.1% 18,705 $999K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +3.6% 18,719 $999K
Royal Fund Management, LLC 0.13% New 18,692 $998K
Pallas Capital Advisors LLC 0.04% Add +36.2% 17,863 $996K
Wolverine Trading, LLC 0.02% Reduce -39.5% 18,618 $994K
Mission Wealth Management, LP 0.03% Reduce -24.7% 18,476 $987K
Empirical Finance, LLC 0.06% Reduce -6.0% 18,395 $982K
Tiaa Trust, National Association 0.00% Add +32.8% 18,279 $977K
17 Capital Partners, LLC 0.69% Reduce -6.2% 18,264 $975K
Huntington National Bank 0.01% Reduce -4.1% 18,251 $975K
Catalyst Funds Management Pty Ltd 0.26% New 18,200 $972K
Ethic Inc. 0.02% Add +22.2% 18,164 $970K
Neuberger Berman Group LLC 0.00% Add +85.8% 18,129 $968K
Harbour Investments, Inc. 0.03% Reduce -3.4% 18,117 $968K
Raymond James Trust N.A. 0.02% Add +42.7% 18,050 $964K
Cypress Capital Group 0.12% Reduce -0.8% 18,042 $964K
Kentucky Retirement Systems Insurance Trust Fund 0.06% Reduce -1.6% 17,922 $957K
Centiva Capital, LP 0.05% Reduce -49.3% 17,771 $949K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.0% 17,682 $944K
Praxis Investment Management Inc. 0.07% Add +80.2% 17,554 $943K
Occudo Quantitative Strategies LP 0.17% Add +138.0% 17,655 $943K
United Capital Financial Advisors, LLC 0.01% Add +30.6% 17,623 $941K
Gallagher Fiduciary Advisors, LLC 0.21% Add +0.1% 17,235 $921K
Equitable Trust Co. 0.06% Add +2.1% 17,163 $917K
Western Wealth Management, LLC 0.07% Reduce -1.7% 16,883 $902K
Principal Securities, Inc. 0.02% Add +2.9% 16,832 $899K
Harvest Fund Management Co., Ltd 0.07% Add +2.9% 16,813 $898K
Dechtman Wealth Management, LLC 0.20% Add +1.0% 16,735 $894K
Great Waters Wealth Management 0.14% Reduce -28.5% 16,728 $893K
Integrated Wealth Concepts LLC 0.01% Add +12.9% 16,710 $893K
Lockheed Martin Investment Management Co. 0.05% Reduce -41.1% 16,500 $881K
United Services Automobile Association 0.02% Reduce -7.4% 16,275 $869K
NJ State Employees Deferred Compensation Plan 0.11% No change 16,243 $868K
Sowell Financial Services LLC 0.04% Add +25.7% 15,877 $857K
Snowden Capital Advisors LLC 0.03% Add +142.3% 15,785 $852K
Bond & Devick Financial Network, Inc. 0.45% Add +2.0% 15,804 $844K
NorthCoast Asset Management LLC 0.01% Reduce -22.6% 15,613 $834K
Benjamin F. Edwards & Company, Inc. 0.01% Add +48.4% 15,579 $832K
Petrus Trust Company, LTA 0.08% Add +31.2% 15,541 $830K
Bessemer Group Inc. 0.00% Add +1.1% 15,412 $824K
Park Avenue Securities LLC 0.01% Add +92.4% 15,374 $821K
Alberta Investment Management Corp 0.01% Add +98.7% 15,300 $817K
Quadrature Capital Ltd 0.01% Reduce -94.2% 14,904 $796K
IHT Wealth Management, LLC 0.03% Add +3.8% 14,819 $792K
GYL Financial Synergies, LLC 0.06% Reduce -14.8% 14,765 $789K
WealthTrust Axiom LLC 0.26% No change 14,751 $788K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -13.8% 14,607 $780K
Capstone Investment Advisors, LLC 0.04% Reduce -34.6% 14,574 $778K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -11.3% 14,446 $772K
Tokio Marine Asset Management Co. Ltd. 0.04% No change 14,325 $765K
Natixis 0.00% Reduce -90.8% 14,248 $761K
Exchange Traded Concepts, LLC 0.02% Add +3.4% 14,193 $758K
Steward Partners Investment Advisory, LLC 0.01% Reduce -8.4% 14,148 $756K
Koshinski Asset Management, Inc. 0.07% Reduce -9.7% 14,395 $755K
Icon Advisers Inc. 0.17% No change 14,400 $755K
Aspen Wealth Strategies, LLC 0.52% Reduce -1.4% 13,603 $752K
Corundum Group, Inc. 0.29% Add +151.3% 13,882 $741K
Tradewinds Capital Management, LLC 0.22% Add +1961.6% 13,854 $740K
Coldstream Capital Management Inc. 0.02% Reduce -12.6% 13,692 $731K
Fourpath Capital Management, LLC 0.54% Add +82.8% 13,579 $725K
Axq Capital, LP 0.17% New 13,320 $711K
OneDigital Investment Advisors LLC 0.01% Add +46.2% 13,150 $702K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -25.6% 13,096 $699K
KLCM Advisors, Inc. 0.09% Add +0.8% 12,939 $691K
Brown Financial Advisors 0.31% — 12,869 $687K
Bell Bank 0.06% Reduce -3.8% 12,579 $672K
Investment Management Corp of Ontario 0.02% Reduce -34.2% 12,394 $662K
Florida Trust Wealth Management Co 0.02% New 12,384 $661K
Greenleaf Trust 0.01% Reduce -22.6% 12,373 $661K
Triumph Capital Management 0.26% Add +166.2% 12,342 $659K
EP Wealth Advisors, LLC 0.01% Reduce -1.2% 12,324 $658K
AMF Tjanstepension AB 0.00% New 12,259 $655K
Dearborn Partners LLC 0.03% Add +22.2% 12,122 $647K
Bailard, Inc. 0.02% Add +2.0% 12,074 $645K
Prospera Financial Services Inc 0.02% Add +8.5% 12,028 $643K
Focus Partners Wealth 0.00% Add +51.3% 11,938 $638K
Advisory Services Network, LLC 0.01% Add +3.5% 11,847 $633K
Advisors Management Group Inc. 0.15% Reduce -1.6% 11,605 $620K
Campbell & CO Investment Adviser LLC 0.05% Add +68.7% 11,593 $619K
HighMark Wealth Management LLC 0.37% Add +1.1% 11,501 $614K
Chronos Wealth Management, LLC 0.34% No change 11,491 $614K
Emerald Advisors, LLC 0.09% No change 11,366 $607K
Foundations Investment Advisors, LLC 0.01% Add +2.5% 11,258 $601K
First Foundation Advisors 0.02% Add +44.6% 11,185 $597K
Bard Financial Services, Inc. 0.06% No change 11,000 $588K
Heritage Wealth Management, Inc. 0.20% — 11,111 $585K
Thompson Investment Management, Inc. 0.09% No change 10,899 $582K
Marks Group Wealth Management, Inc 0.06% Reduce -7.4% 10,815 $578K
First Hawaiian Bank 0.02% Add +4.1% 10,756 $574K
Moors & Cabot, Inc. 0.03% Reduce -42.2% 10,684 $571K
Aptus Capital Advisors, LLC 0.01% Add +4.9% 10,641 $568K
Asset Dedication, LLC 0.04% Reduce -2.6% 10,602 $566K
Mosaic Family Wealth Partners, LLC 0.09% No change 10,479 $560K
Brown Advisory Inc. 0.00% Add +1.1% 10,312 $551K
OmniStar Financial Group, Inc. 0.49% Add +6.2% 10,216 $546K
GAMMA Investing LLC 0.07% Add +48.5% 10,183 $544K
Horizon Investments, LLC 0.01% Add +1.6% 10,141 $542K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.8% 9,989 $539K
Gateway Investment Advisers LLC 0.01% Reduce -95.0% 10,074 $538K
Cornerstone Advisors, LLC 0.02% Reduce -71.6% 9,900 $529K
Argent Trust Co 0.02% Add +9.9% 9,864 $527K
EverSource Wealth Advisors, LLC 0.03% Add +44.0% 8,987 $524K
Apollon Wealth Management, LLC 0.02% Reduce -47.6% 9,714 $519K
Intrust Bank NA 0.05% Add +36.2% 9,658 $516K
Financial Advocates Investment Management 0.03% Add +16.8% 9,541 $510K
Larson Financial Group LLC 0.03% Add +193.1% 9,459 $505K
First Trust Direct Indexing L.P. 0.03% Add +18.8% 9,404 $502K
Cahill Financial Advisors Inc. 0.07% Reduce -15.2% 9,369 $500K
FineMark National Bank & Trust 0.02% No change 9,100 $486K
HB Wealth Management, LLC 0.01% Add +67.1% 9,017 $482K
Old Port Advisors 0.14% Add +0.4% 9,006 $481K
Midwest Professional Planners, LTD. 0.16% Reduce -7.7% 8,909 $476K
STF Management LP 0.20% Reduce -3.9% 8,862 $473K
American State Bank (Iowa) 0.30% Reduce -2.2% 8,809 $470K
Concurrent Investment Advisors, LLC 0.02% Add +30.7% 8,807 $470K
Coastline Trust Co 0.05% No change 8,755 $468K
Aviva PLC 0.00% Add +4.7% 8,747 $467K
Vident Advisory, LLC 0.01% Reduce -36.6% 8,727 $466K
Merit Financial Group, LLC 0.01% Add +65.0% 8,719 $466K
Kesler, Norman & Wride, LLC 0.10% Reduce -15.7% 8,634 $461K
Kingsview Wealth Management, LLC 0.01% Reduce -19.9% 8,616 $460K
Gsa Capital Partners LLP 0.03% New 8,593 $459K
Cascade Investment Group, Inc. 0.36% No change 8,580 $458K
Meeder Advisory Services, Inc. 0.03% Add +29.2% 8,559 $457K
Pearl River Capital, LLC 0.07% New 8,538 $456K
CENTRAL TRUST Co 0.01% No change 8,477 $453K
Stonebridge Capital Advisors LLC 0.04% Reduce -2.0% 8,477 $453K
Nicollet Investment Management, Inc. 0.17% Add +54.0% 8,415 $449K
nVerses Capital, LLC 0.27% Add +104.9% 8,400 $449K
KCM Investment Advisors LLC 0.02% Add +12.2% 8,309 $444K
Amarillo National Bank 0.08% Reduce -31.2% 8,294 $443K
Fiduciary Alliance LLC 0.07% No change 8,307 $442K
Oarsman Capital, Inc. 0.10% No change 8,272 $442K
Kestra Private Wealth Services, LLC 0.01% Reduce -6.5% 8,246 $440K
Stephens Inc. 0.01% Add +29.3% 8,187 $437K
Insigneo Advisory Services, LLC 0.05% Add +7.9% 7,533 $437K
Sequoia Financial Advisors, LLC 0.01% Add +37.5% 8,102 $433K
Cohen Klingenstein LLC 0.02% No change 8,100 $433K
Two Sigma Securities, LLC 0.02% Add +14.6% 8,022 $428K
First National Bank & Trust Co. of Newtown 0.09% Reduce -17.5% 8,016 $428K
Atria Wealth Solutions, Inc. 0.00% Reduce -55.1% 7,953 $425K
Parsons Capital Management Inc. 0.03% No change 7,922 $423K
Sheets Smith Wealth Management 0.05% Reduce -16.0% 7,899 $422K
Capital Advisory Group Advisory Services, LLC 0.18% Reduce -8.3% 7,868 $420K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.0% 7,815 $417K
Laraway Financial Advisors Inc 0.36% Add +0.1% 7,806 $417K
Modern Wealth Management, LLC 0.03% Add +5.1% 7,783 $416K
SYM FINANCIAL Corp 0.07% New 7,703 $411K
Legacy Wealth Asset Management, LLC 0.12% Add +3.5% 7,697 $411K
Trust Point Inc. 0.03% Reduce -6.6% 7,683 $410K
Sfmg, LLC 0.04% No change 7,675 $410K
PFG Investments, LLC 0.03% Add +18.3% 7,643 $408K
Lido Advisors, LLC 0.00% Reduce -62.6% 7,460 $402K
Venturi Wealth Management, LLC 0.02% Add +789.7% 7,500 $401K
Nicolet Advisory Services, LLC 0.04% Add +19.4% 7,593 $399K
Bank of Hawaii 0.02% Reduce -7.5% 7,404 $395K
Federation des caisses Desjardins du Quebec 0.00% New 7,392 $395K
Oak Thistle LLC 0.29% New 7,371 $394K
Aveo Capital Partners, LLC 0.04% Reduce -1.6% 7,362 $393K
Spirit of America Management Corp. 0.08% Add +9.7% 7,350 $393K
Romano Brothers and Company 0.05% No change 7,262 $388K
Stratos Investment Management, LLC 0.03% Add +13.8% 7,260 $388K
Algert Global LLC 0.01% New 7,243 $387K
GTS Securities LLC 0.01% Add +48.4% 7,225 $386K
Signaturefd, LLC 0.01% Reduce -30.7% 7,169 $383K
Ballentine Partners, LLC 0.01% Reduce -47.1% 7,130 $381K
Caprock Group, LLC 0.02% Add +27.1% 7,054 $381K
Arkadios Wealth Advisors 0.03% New 7,107 $380K
Bluespring Wealth Management, LLC 0.04% Add +0.6% 6,891 $372K
SC&H Financial Advisors, Inc. 0.09% Reduce -11.6% 6,943 $371K
Independent Advisor Alliance 0.01% Add +25.8% 6,936 $370K
Access Financial Services, Inc. 0.17% Add +0.1% 6,866 $367K
Angeles Investment Advisors, LLC 0.02% No change 6,780 $366K
Chicago Partners Investment Group LLC 0.01% Reduce -1.1% 6,150 $361K
RDA Financial Network 0.12% Add +25.1% 6,750 $361K
International Assets Investment Management, LLC 0.03% Reduce -18.8% 6,724 $359K
Spire Wealth Management 0.01% Add +15.5% 6,685 $357K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -4.5% 6,680 $357K
Jefferies Financial Group Inc. 0.01% New 6,675 $357K
Townsend & Associates, Inc 0.04% No change 6,148 $353K
Level Four Advisory Services, LLC 0.02% Add +20.5% 6,543 $349K
Longfellow Investment Management Co. LLC 0.09% Add +0.7% 6,491 $347K
Affiance Financial, LLC 0.09% Reduce -4.1% 6,477 $346K
Sumitomo Life Insurance Co. 0.01% Reduce -12.3% 6,408 $342K
Everpar Advisors LLC 0.17% New 6,319 $337K
Safeguard Investment Advisory Group, LLC 0.10% New 6,257 $334K
Lantz Financial LLC 0.10% Add +57.3% 6,254 $334K
SVB Wealth LLC 0.01% Reduce -13.3% 6,222 $332K
Smartleaf Asset Management LLC 0.05% Add +0.9% 6,164 $332K
V-Square Quantitative Management LLC 0.05% Reduce -10.2% 6,192 $331K
Summit Financial, LLC 0.02% Add +24.2% 6,116 $330K
Versor Investments LP 0.06% Reduce -72.5% 6,177 $330K
Bremer Bank National Association 0.06% Reduce -69.8% 6,140 $328K
ICICI Prudential Asset Management Co Ltd 0.04% Add +10.4% 6,103 $326K
Park Place Capital Corp 0.10% Add +12.6% 6,074 $324K
Goelzer Investment Management, Inc. 0.02% No change 6,050 $323K
Carret Asset Management, LLC 0.04% Reduce -27.6% 6,039 $323K
Norden Group LLC 0.07% New 6,035 $322K
Integris Wealth Management, LLC 0.09% No change 6,000 $320K
Wrapmanager Inc. 0.09% New 5,988 $320K
Intrua Financial, LLC 0.05% Add +35.8% 5,979 $319K
Concourse Financial Group Securities, Inc. 0.02% Add +22.5% 5,868 $316K
First Horizon Advisors, Inc. 0.01% Add +6.0% 5,915 $316K
Kingswood Wealth Advisors, LLC 0.03% Add +6.0% 5,911 $316K
Sandy Spring Bank 0.01% Add +11.3% 5,909 $316K
Cigna Investments Inc. 0.06% Add +0.6% 5,857 $313K
Csenge Advisory Group 0.02% Add +31.8% 5,839 $312K
Ground Swell Capital, LLC 0.30% New 5,828 $311K
Stratos Wealth Partners, LTD. 0.01% Add +5.2% 5,808 $310K
Hills Bank & Trust Co 0.03% No change 5,796 $310K
Cullen/Frost Bankers, Inc. 0.00% Add +1.1% 5,794 $309K
Personal Cfo Solutions, LLC 0.05% Reduce -7.6% 5,787 $309K
RFG Advisory, LLC 0.01% Add +6.0% 5,720 $306K
Keudell/Morrison Wealth Management 0.09% New 5,719 $305K
Ameritas Advisory Services, LLC 0.01% Reduce -4.8% 5,705 $305K
Brookstone Capital Management 0.01% Add +0.7% 5,485 $303K
Nations Financial Group Inc, /Ia/ 0.02% Add +8.5% 5,668 $303K
Global Retirement Partners, LLC 0.01% Add +32.1% 5,667 $303K
Alley Investment Management Company, LLC 0.04% Reduce -1.7% 5,656 $302K
Ingalls & Snyder LLC 0.01% Reduce -8.9% 5,643 $301K
E Fund Management Co., Ltd. 0.02% Add +1.9% 5,585 $298K
Freedom Investment Management, Inc. 0.02% Add +10.4% 5,584 $298K
IFP Advisors, Inc 0.01% Add +13.0% 5,574 $298K
Aigen Investment Management, LP 0.06% Add +47.9% 5,572 $298K
First Commonwealth Financial Corp 0.08% Reduce -0.0% 5,542 $296K
Lakeridge Wealth Management LLC 0.18% Add +4.8% 5,515 $295K
Old National Bancorp 0.01% Reduce -0.8% 5,499 $294K
Old Second National Bank of Aurora 0.08% Reduce -3.5% 5,498 $294K
Checchi Capital Advisers, LLC 0.02% Reduce -16.4% 5,411 $289K
James Hambro & Partners LLP 0.01% No change 5,400 $289K
Bar Harbor Wealth Management 0.02% No change 5,389 $288K
Concord Wealth Partners 0.05% No change 5,345 $285K
Smith Anglin Financial, LLC 0.03% Reduce -11.1% 5,331 $285K
Stock Yards Bank & Trust Co. 0.01% No change 5,316 $284K
AMG National Trust Bank 0.01% Reduce -26.7% 5,262 $281K
Caitlin John, LLC 0.20% New 5,219 $279K
Secured Retirement Advisors, LLC 0.22% No change 5,195 $277K
Capital Investment Advisors, LLC 0.01% Reduce -19.7% 5,181 $277K
Farmers & Merchants Investments Inc. 0.01% No change 5,178 $277K
Christopher J. Hasenberg, Inc 0.12% Add +134.1% 5,137 $274K
Heritage Trust Co 0.04% Reduce -0.8% 5,093 $272K
Manchester Capital Management LLC 0.03% Add +19.0% 5,070 $271K
Legacy Financial Advisors, Inc. 0.05% New 5,063 $270K
Wedmont Private Capital 0.02% Add +26.1% 4,980 $270K
Moody National Bank Trust Division 0.02% Add +32.3% 5,054 $270K
Seven Eight Capital, LP 0.03% Reduce -96.1% 5,052 $270K
CI Investments Inc. 0.00% Add +11.8% 5,011 $268K
Avior Wealth Management, LLC 0.01% Reduce -35.3% 4,986 $266K
HBK Sorce Advisory LLC 0.01% New 4,984 $266K
Rwa Wealth Partners, LLC 0.00% No change 4,978 $266K
Simon Quick Advisors, LLC 0.02% Add +7.4% 4,975 $266K
Lummis Asset Management, LP 0.35% Add +50.8% 4,949 $264K
Quantum Financial Advisors, LLC 0.05% Reduce -2.1% 4,937 $264K
Glenview Trust Co 0.01% No change 4,935 $264K
Synovus Financial Corp. 0.00% Reduce -12.0% 4,922 $263K
Castle Rock Wealth Management, LLC 0.06% Add +0.1% 4,920 $258K
Danske Bank A/S 0.00% No change 4,799 $256K
Coastal Bridge Advisors, LLC 0.06% Reduce -43.1% 4,798 $256K
Strategy Asset Managers LLC 0.06% New 4,076 $253K
Ritholtz Wealth Management 0.01% Add +0.4% 4,731 $253K
Warwick Investment Management, Inc. 0.06% Add +7.6% 4,711 $252K
Ballast Advisors LLC 0.08% Reduce -11.4% 4,700 $251K
Venture Visionary Partners LLC 0.01% Add +2.1% 4,697 $251K
Axxcess Wealth Management, LLC 0.01% Reduce -0.5% 4,684 $250K
Blue Trust, Inc. 0.00% Add +26.3% 4,617 $248K
PrairieView Partners, LLC 0.03% No change 4,621 $246K
Clearstead Advisors, LLC 0.00% Add +619.4% 4,597 $246K
Private Trust Co. NA 0.03% Add +42.9% 4,574 $244K
Curi Capital, LLC 0.01% Reduce -0.5% 4,542 $243K
Trueblood Wealth Management, LLC 0.14% Reduce -11.8% 4,505 $241K
CW Advisors, LLC 0.00% Add +11.3% 4,472 $239K
Montag A & Associates Inc. 0.01% No change 4,422 $239K
Prime Capital Investment Advisors, LLC 0.00% Reduce -41.3% 4,441 $237K
FFT Wealth Management LLC 0.02% Reduce -3.0% 4,414 $236K
Gateway Wealth Partners, LLC 0.07% Add +4.3% 4,413 $236K
Evergreen Capital Management LLC 0.01% Reduce -12.9% 4,364 $235K
Welch Group, LLC 0.01% No change 4,400 $235K
Tradewinds, LLC. 0.07% Add +4.5% 4,391 $235K
Ramsay, Stattman, Vela & Price, Inc. 0.04% No change 4,383 $234K
Farther Finance Advisors, LLC 0.01% Add +26.5% 4,458 $234K
Waverly Advisors, LLC 0.00% Reduce -3.3% 4,373 $234K
Redhawk Wealth Advisors, Inc. 0.04% Add +1.0% 4,315 $230K
Eastern Bank 0.01% Reduce -1.8% 4,302 $230K
FSB Premier Wealth Management, Inc. 0.10% Reduce -15.0% 4,302 $230K
Buska Wealth Management, LLC 0.09% Reduce -0.1% 4,289 $229K
Aaron Wealth Advisors LLC 0.03% New 4,282 $229K
Mutual Advisors, LLC 0.01% Reduce -23.1% 3,955 $228K
SouthState Bank Corp 0.02% No change 4,268 $228K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -2.4% 4,252 $227K
Fifth Third Wealth Advisors LLC 0.02% New 4,244 $227K
Abbrea Capital, LLC 0.03% Reduce -14.2% 4,181 $226K
Jones Financial Companies LLLP 0.00% Reduce -2.6% 4,220 $225K
Kozak & Associates, Inc. 0.06% No change 4,250 $224K
TCI Wealth Advisors, Inc. 0.02% Reduce -0.2% 4,194 $224K
Cidel Asset Management Inc. 0.02% Add +10.2% 4,157 $222K
DORVAL Corp 0.10% Reduce -7.0% 3,989 $221K
FinTrust Capital Advisors, LLC 0.04% Add +317.9% 4,129 $221K
Destination Wealth Management 0.01% No change 4,124 $220K
Lanark Financial, Inc. 0.02% Reduce -7.4% 4,104 $219K
Rosenberg Matthew Hamilton 0.06% Reduce -15.6% 4,151 $218K
Johnson Investment Counsel Inc. 0.00% No change 4,066 $217K
Keel Point, LLC 0.02% New 3,633 $217K
Principle Wealth Partners LLC 0.02% No change 3,980 $213K
Clarius Group, LLC 0.01% New 3,973 $212K
Elevation Point Wealth Partners, LLC 0.02% New 3,965 $212K
Arax Advisory Partners 0.02% Add +17.1% 3,951 $211K
Kure Advisory, LLC 0.17% Reduce -1.4% 3,946 $211K
Headinvest, LLC 0.04% Reduce -17.3% 3,942 $211K
Kenora Financial, LLC 0.09% Reduce -5.0% 3,936 $210K
Paragon Capital Management LLC 0.11% No change 3,931 $210K
Tyche Wealth Partners LLC 0.05% Reduce -28.2% 3,911 $209K
Lake Street Advisors Group, LLC 0.01% Reduce -6.6% 3,867 $209K
Conning Inc. 0.01% No change 3,905 $209K
Peak Asset Management, LLC 0.04% No change 3,896 $208K
Centre Asset Management, LLC 0.05% Reduce -25.0% 3,888 $208K
Alpha Cubed Investments, LLC 0.01% No change 3,889 $208K
Virtu Financial LLC 0.01% Reduce -79.0% 3,881 $207K
RNC Capital Management LLC 0.01% Add +0.3% 3,863 $206K
Chesley Taft & Associates LLC 0.01% No change 3,851 $206K
Wealthspire Advisors, LLC 0.00% New 3,830 $205K
Carlson Capital Management 0.01% Reduce -3.6% 3,826 $204K
Lazari Capital Management, Inc. 0.09% Add +0.2% 3,825 $204K
HUB Investment Partners, LLC 0.01% Reduce -1.1% 3,823 $204K
Maven Securities LTD 0.03% New 3,820 $204K
Advisory Alpha, LLC 0.01% New 3,813 $204K
Planning Center, Inc. 0.03% Reduce -0.0% 3,805 $203K
Moneta Group Investment Advisors LLC 0.00% New 3,799 $203K
Austin Private Wealth, LLC 0.02% Add +0.1% 3,791 $202K
Sunpointe, LLC 0.13% New 3,752 $202K
Williams Jones Wealth Management, LLC. 0.00% No change 3,775 $202K
SpiderRock Advisors, LLC 0.01% Reduce -2.8% 3,761 $201K
Scissortail Wealth Management, LLC 0.05% No change 3,749 $200K
GPS Wealth Strategies Group, LLC 0.03% Reduce -6.7% 3,695 $197K
Broadwater Capital Management LLC 0.15% No change 3,600 $192K
GHP Investment Advisors, Inc. 0.01% Reduce -26.2% 3,550 $190K
Caption Management, LLC 0.02% Reduce -75.9% 3,500 $187K
Ancora Advisors LLC 0.00% Add +258.8% 3,444 $184K
Group One Trading LLC 0.01% Reduce -87.5% 3,411 $182K
Peoples Financial Services Corp. 0.08% No change 3,400 $182K
China Universal Asset Management Co., Ltd. 0.03% Add +33.4% 3,341 $180K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -27.9% 3,246 $173K
Meeder Asset Management Inc. 0.01% Reduce -90.6% 3,163 $169K
Parallel Advisors, LLC 0.00% Reduce -27.3% 3,141 $168K
Institutional & Family Asset Management, LLC 0.02% Reduce -13.4% 2,951 $158K
Cranbrook Wealth Management, LLC 0.04% No change 2,905 $155K
Trust Co 0.02% No change 2,882 $154K
LRI Investments, LLC 0.02% Add +5309.4% 2,867 $153K
UMB Bank, n.a. 0.00% Add +20.8% 2,831 $151K
Lindbrook Capital, LLC 0.01% Add +12.2% 2,785 $149K
Brown Brothers Harriman & Co. 0.00% Reduce -5.6% 2,745 $147K
Cherry Tree Wealth Management, LLC 0.04% Reduce -16.5% 2,674 $143K
Hilltop National Bank 0.04% No change 2,554 $136K
Elgethun Capital Management 0.03% No change 2,546 $136K
Motco 0.01% No change 2,517 $134K
Founders Capital Management 0.09% No change 2,500 $134K
EntryPoint Capital, LLC 0.06% Reduce -3.7% 2,489 $133K
Quadrant Capital Group LLC 0.01% Reduce -54.3% 2,476 $132K
Sunbelt Securities, Inc. 0.01% Add +106.3% 2,475 $132K
JNBA Financial Advisors 0.01% No change 2,458 $131K
Smithfield Trust Co 0.01% No change 2,401 $128K
Mather Group, Llc. 0.00% Add +17.6% 2,378 $128K
Quarry LP 0.06% New 2,382 $127K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 2,376 $127K
Riverview Trust Co 0.12% No change 2,333 $125K
WASHINGTON TRUST Co 0.00% Reduce -2.2% 2,331 $125K
HM Payson & Co. 0.00% Add +33.0% 2,324 $124K
Colonial Trust Co / SC 0.02% Reduce -1.8% 2,311 $123K
Marquette Asset Management, LLC 0.02% No change 2,300 $123K
Creative Capital Management Investments LLC 0.06% New 2,289 $122K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,261 $121K
Whittier Trust Co. 0.00% Reduce -15.6% 2,230 $119K
Sound Income Strategies, LLC 0.01% No change 2,188 $117K
St Germain D J Co. Inc. 0.01% Add +4.6% 2,145 $115K
Leonteq Securities AG 0.02% Add +126.7% 2,097 $112K
Financial Perspectives, Inc 0.04% No change 2,046 $109K
Wolff Wiese Magana LLC 0.09% Reduce -3.6% 2,028 $108K
Family Firm, Inc. 0.02% New 2,025 $108K
Scarborough Advisors, LLC 0.04% No change 2,018 $108K
Chilton Capital Management LLC 0.00% No change 2,000 $107K
Cromwell Holdings LLC 0.06% — 1,824 $98K
Eagle Bay Advisors LLC 0.06% Add +1894.4% 1,795 $97K
First Community Trust NA 0.08% No change 1,800 $96K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,765 $95K
Vestor Capital, LLC 0.01% No change 1,771 $95K
Carmichael Hill & Associates, Inc. 0.04% Add +70.9% 1,760 $94K
Colonial Trust Advisors 0.01% Add +16.6% 1,745 $93K
Steph & Co. 0.03% No change 1,713 $91K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +3.5% 1,624 $87K
PSI Advisors, LLC 0.03% Add +2.8% 1,629 $87K
Bank of New Hampshire 0.02% No change 1,629 $87K
Riggs Asset Managment Co. Inc. 0.03% No change 1,578 $84K
MassMutual Private Wealth & Trust, FSB 0.00% Add +46.4% 1,552 $83K
Hexagon Capital Partners LLC 0.02% Reduce -2.3% 1,542 $82K
Peoples Bank 0.06% No change 1,531 $82K
Front Row Advisors LLC 0.03% Reduce -10.4% 1,513 $81K
Alta Advisers Ltd 0.04% No change 1,500 $80K
Pinnacle Bancorp, Inc. 0.02% No change 1,497 $80K
Hanson & Doremus Investment Management 0.01% No change 1,459 $78K
State of Wyoming 0.01% Add +10.1% 1,422 $76K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,341 $72K
City State Bank 0.03% No change 1,316 $70K
IAG Wealth Partners, LLC 0.01% No change 1,276 $68K
NBT Bank, N.A. 0.00% No change 1,263 $67K
Trust Co. of Vermont 0.00% Reduce -9.4% 1,228 $66K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -27.3% 1,225 $65K
Denver PWM, LLC 0.03% New 1,179 $63K
Winch Advisory Services, LLC 0.02% Add +1.0% 1,173 $63K
Capital Advisors, Ltd. LLC 0.01% Add +64.0% 1,145 $61K
Ostrum Asset Management 0.01% Reduce -84.9% 1,133 $61K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -15.3% 1,069 $58K
Burkett Financial Services, LLC 0.03% Add +0.9% 1,069 $57K
Bfsg, LLC 0.01% Add +10.5% 1,055 $56K
North Star Investment Management Corp. 0.00% Reduce -4.3% 1,038 $55K
Washington Trust Advisors, Inc. 0.01% No change 1,030 $55K
ICA Group Wealth Management, LLC 0.03% Reduce -91.0% 1,019 $54K
Parkside Financial Bank & Trust 0.01% Reduce -40.6% 1,002 $54K
Beaird Harris Wealth Management, LLC 0.00% No change 964 $51K
Quent Capital, LLC 0.01% Reduce -40.0% 962 $51K
IFS Advisors, LLC 0.04% No change 956 $51K
Centennial Bank 0.02% No change 947 $51K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 929 $50K
Deseret Mutual Benefit Administrators 0.02% Add +21.2% 936 $50K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $48K
Salem Investment Counselors Inc. 0.00% Add +1330.7% 887 $48K
Caldwell Trust Co 0.01% No change 884 $47K
Hoese & Co LLP 0.04% No change 836 $46K
Voisard Asset Management Group, Inc. 0.02% New 800 $43K
Avalon Trust Co 0.00% No change 800 $43K
Andra AP-fonden 0.00% New 800 $43K
CoreCap Advisors, LLC 0.00% Reduce -5.8% 797 $43K
Planning Capital Management Corp 0.03% Reduce -42.5% 784 $42K
Creative Financial Designs Inc. 0.00% Add +0.9% 773 $41K
Strengthening Families & Communities, LLC 0.01% Add +10.2% 767 $41K
Versant Capital Management, Inc 0.01% Reduce -13.6% 767 $41K
Emfo, LLC 0.04% No change 745 $40K
Ransom Advisory, Ltd 0.02% New 702 $37K
McIlrath & Eck, LLC 0.01% Add +1.0% 697 $37K
LGT Financial Advisors LLC 0.08% Reduce -63.4% 686 $37K
Rothschild Investment LLC 0.00% Reduce -5.9% 685 $37K
SOA Wealth Advisors, LLC. 0.01% Reduce -44.7% 676 $36K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +8.7% 685 $36K
Lowe Wealth Advisors, LLC 0.02% No change 658 $35K
Kimelman & Baird, LLC 0.00% — 652 $35K
Prestige Wealth Management Group LLC 0.01% Reduce -30.1% 639 $35K
Bell Investment Advisors, Inc 0.01% Reduce -14.2% 624 $33K
Slocum, Gordon & Co LLP 0.02% No change 600 $32K
Tsfg, LLC 0.01% Add +0.2% 606 $32K
American National Bank & Trust 0.00% New 595 $32K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -64.8% 584 $31K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 580 $31K
Piscataqua Savings Bank 0.03% No change 575 $31K
CVA Family Office, LLC 0.01% Reduce -80.0% 571 $30K
Adirondack Trust Co. 0.01% No change 562 $30K
TruNorth Capital Management, LLC 0.01% New 557 $30K
Catalyst Capital Advisors LLC 0.00% Add +2.5% 538 $29K
Addison Advisors LLC 0.01% No change 533 $28K
Luken Investment Analytics, LLC 0.01% No change 526 $28K
Tower View Wealth Management LLC 0.02% Add +1.0% 505 $27K
Pinnacle Financial Partners Inc 0.00% No change 500 $27K
Archer Investment Corp 0.01% No change 500 $27K
Monetary Management Group Inc. 0.01% No change 500 $27K
Elevation Wealth Partners, LLC 0.01% Add +0.2% 495 $26K
GS Investments, Inc. 0.01% No change 494 $26K
Coppell Advisory Solutions LLC 0.00% — 494 $26K
Westside Investment Management, Inc. 0.01% No change 492 $26K
Covestor Ltd 0.02% Reduce -63.1% 485 $26K
Capital Analysts, LLC 0.00% Add +21.4% 466 $25K
Bruce G. Allen Investments, LLC 0.02% Reduce -30.3% 465 $25K
Tidemark, LLC 0.01% No change 465 $25K
Continuum Advisory, LLC 0.00% Add +693.0% 452 $24K
Strategic Investment Solutions, Inc. 0.01% — 400 $23K
Janiczek Wealth Management, LLC 0.00% Reduce -30.4% 432 $23K
Canopy Partners, LLC 0.01% Reduce -17.1% 422 $23K
Aspire Private Capital, LLC 0.01% Add +74.2% 411 $22K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $22K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 407 $22K
Heritage Wealth Advisors 0.00% No change 400 $21K
Criterion Capital Advisors, LLC 0.01% No change 396 $21K
Richardson Financial Services Inc. 0.01% New 375 $20K
Armstrong Advisory Group, Inc. 0.00% Reduce -6.3% 356 $19K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $19K
GW&K Investment Management, LLC 0.00% Add +45.6% 329 $18K
Webster Bank, N. A. 0.00% No change 325 $17K
Operose Advisors LLC 0.01% Reduce -31.7% 323 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 314 $17K
Glen Eagle Advisors, LLC 0.00% No change 300 $16K
Wetzel Investment Advisors, Inc. 0.01% No change 287 $15K
BOK Financial Private Wealth, Inc. 0.00% No change 281 $15K
ORG Partners LLC 0.00% Add +293.1% 287 $15K
Fairscale Capital, LLC 0.01% — 277 $15K
Country Trust Bank 0.00% No change 276 $15K
Gilliland Jeter Wealth Management LLC 0.00% Add +1.1% 270 $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% No change 250 $13K
Richard W. Paul & Associates, LLC 0.01% Add +17.6% 247 $13K
Valley National Advisers Inc. 0.00% Reduce -21.9% 250 $13K
Nemes Rush Group LLC 0.00% No change 237 $13K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $13K
JFS Wealth Advisors, LLC 0.00% Reduce -2.1% 233 $12K
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
Register Financial Advisors LLC 0.01% No change 206 $11K
Salomon & Ludwin, LLC 0.00% No change 205 $11K
WFA Asset Management Corp 0.01% Reduce -82.0% 203 $11K
Stuart Chaussee & Associates, Inc. 0.00% No change 202 $11K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 192 $10K
EnRich Financial Partners LLC 0.00% No change 193 $10K
MV Capital Management, Inc. 0.00% Reduce -43.7% 188 $10K
NFJ Investment Group, LLC 0.00% No change 183 $10K
Opal Wealth Advisors, LLC 0.00% Add +94.4% 173 $9K
Kelly Financial Services LLC 0.00% No change 170 $9K
Fortitude Family Office, LLC 0.01% New 170 $9K
Sittner & Nelson, LLC 0.00% New 169 $9K
MilWealth Group LLC 0.00% Reduce -67.8% 148 $8K
CarsonAllaria Wealth Management, Ltd. 0.00% Add +0.8% 135 $7K
Mascoma Wealth Management LLC 0.00% New 133 $7K
Financial Management Professionals, Inc. 0.00% Add +4.2% 124 $7K
Crewe Advisors LLC 0.00% Add +18.4% 129 $7K
Oakworth Capital, Inc. 0.00% No change 121 $6K
Atlas Capital Advisors Inc. 0.00% Add +1250.0% 108 $6K
Carolinas Wealth Consulting LLC 0.00% Add +67.2% 102 $5K
CNB Bank 0.00% No change 100 $5K
Duncker Streett & Co. Inc. 0.00% No change 100 $5K
Harbor Investment Advisory, LLC 0.00% New 100 $5K
Tributary Capital Management, LLC 0.00% Add +1.0% 99 $5K
TD Waterhouse Canada Inc. 0.00% No change 100 $5K
EdgeRock Capital LLC 0.00% New 96 $5K
Red Tortoise LLC 0.00% No change 95 $5K
Redwood Wealth Management Group, LLC 0.00% New 93 $5K
MCF Advisors LLC 0.00% No change 89 $5K
Hobbs Group Advisors, LLC 0.00% — 88 $5K
SWAN Capital LLC 0.00% New 86 $5K
Aspect Partners, LLC 0.00% No change 82 $4K
Abound Wealth Management 0.00% No change 81 $4K
Private Wealth Management Group, LLC 0.00% Reduce -62.3% 78 $4K
Valued Wealth Advisors LLC 0.00% Reduce -1.3% 77 $4K
Great Lakes Advisors, LLC 0.00% New 78 $4K
Central Pacific Bank - Trust Division 0.00% No change 76 $4K
Hazlett, Burt & Watson, Inc. 0.00% New 68 $4K
Summit Securities Group LLC 0.00% New 73 $4K
Sachetta, LLC 0.00% Reduce -25.6% 67 $4K
WealthCollab, LLC 0.00% No change 73 $4K
Pittenger & Anderson Inc. 0.00% No change 72 $4K
Jamison Private Wealth Management, Inc. 0.00% No change 65 $3K
WR Wealth Planners, LLC 0.00% Reduce -16.9% 59 $3K
Raffa Wealth Management, LLC 0.00% No change 57 $3K
Dunhill Financial, LLC 0.00% Add +26.2% 53 $3K
Anchor Investment Management, LLC 0.00% No change 48 $3K
Pacifica Partners Inc. 0.00% New 45 $2K
Tortoise Investment Management, LLC 0.00% No change 44 $2K
Benjamin Edwards Inc. 0.00% No change 34 $2K
Penserra Capital Management LLC 0.00% No change 45 $2K
SJS Investment Consulting Inc. 0.00% Add +6.5% 33 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +10.0% 33 $2K
Cornerstone Planning Group LLC 0.00% No change 31 $2K
Delos Wealth Advisors, LLC 0.00% No change 30 $2K
Key Financial Inc 0.00% Add +45.0% 29 $2K
Trifecta Capital Advisors, LLC 0.00% No change 28 $1K
Unique Wealth Strategies, LLC 0.00% New 25 $1K
ClariVest Asset Management LLC 0.00% New 23 $1K
POM Investment Strategies, LLC 0.00% No change 21 $1K
West Paces Advisors Inc. 0.00% Add +46.1% 19 $1K
Avion Wealth 0.00% No change 27 $1K
Transamerica Financial Advisors, LLC 0.00% No change 10 $1K
Core Alternative Capital 0.00% No change 18 $961
Creekmur Asset Management LLC 0.00% New 16 $855
HHM Wealth Advisors, LLC 0.00% New 16 $855
TFC Financial Management, Inc. 0.00% Reduce -54.3% 16 $855
Rakuten Securities, Inc. 0.00% New 15 $801
True Wealth Design, LLC 0.00% Reduce -8.3% 11 $588
Nvwm, LLC 0.00% New 10 $534
WestEnd Advisors, LLC 0.00% Reduce -22.2% 7 $374
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 4 $0

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