Xcel EnergyXEL

13F holders, Q4 2024 (December 31)
1,113holders +82
90new positions
68sold out
6famous investors
$67.45avg. 13F price*

At the end of Q4 2024, 1,113 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 82 from Q3 2024. 90 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($3.2B) and State Street Corp. ($2.5B). 6 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions90$530.5M
Exits68$165.7M

All 13F filers, Q3 2024 → Q4 2024: 53,474,719 shares bought and 24,804,791 shares sold, net +28,669,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,113 holders

Vanguard Group Inc. 0.09% Add +1.3% 73,831,988 $5.0B
BlackRock, Inc. 0.07% Add +3.8% 47,838,797 $3.2B
State Street Corp. 0.10% Reduce -1.5% 36,592,959 $2.5B
Bank of America Corp. 0.13% Add +43.9% 20,762,745 $1.4B
T. Rowe Price Associates Inc. 0.15% Reduce -3.8% 19,700,788 $1.3B
JPMorgan Chase & Co. 0.10% Add +5.6% 19,291,149 $1.3B
Massachusetts Financial Services Co. 0.38% Add +15.9% 17,613,239 $1.2B
Geode Capital Management, LLC 0.08% Add +4.2% 15,178,956 $1.0B
Aristotle Capital Management, LLC 1.75% Reduce -1.6% 13,482,046 $910.3M
Goldman Sachs Group Inc. 0.10% Add +25.6% 7,730,670 $522.0M
Morgan Stanley 0.03% Add +4.6% 7,286,555 $492.0M
FMR LLC 0.03% Add +118.3% 6,608,044 $446.2M
Barrow Hanley Mewhinney & Strauss LLC 1.51% Add +19.9% 6,573,894 $443.9M
Invesco Ltd. 0.07% Add +9.7% 5,678,448 $383.4M
Northern Trust Corp. 0.05% Add +11.1% 5,639,107 $380.8M
Franklin Resources Inc. 0.10% Add +11.3% 5,436,205 $367.1M
Victory Capital Management Inc. 0.34% Reduce -7.2% 5,095,929 $344.1M
Legal & General Group Plc 0.09% Reduce -1.2% 5,039,638 $340.3M
Pictet Asset Management Holding SA 0.36% Add +236.7% 4,878,279 $329.4M
Newport Trust Company, LLC 0.67% New 4,103,736 $277.1M
Janus Henderson Group PLC 0.14% Add +379.3% 4,022,085 $271.6M
Bank of New York Mellon Corp 0.05% Add +0.3% 3,777,002 $255.0M
Zimmer Partners, LP 4.29% Add +1625.7% 3,667,200 $247.6M
Charles Schwab Investment Management Inc. 0.05% Add +6.1% 3,625,848 $244.8M
Mitsubishi UFJ Trust & Banking Corp 0.56% Reduce -6.3% 3,512,180 $237.2M
Capital Research Global Investors 0.05% Add +0.1% 3,390,043 $228.9M
Nordea Investment Management AB 0.23% Reduce -6.5% 3,286,067 $222.3M
Royal Bank of Canada 0.05% Add +10.1% 3,225,852 $217.8M
American Century Companies Inc. 0.12% Reduce -16.3% 3,161,673 $213.5M
Brookfield Corp 1.15% Add +11.7% 2,802,467 $189.2M
California Public Employees Retirement System 0.12% Reduce -5.4% 2,615,400 $176.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +12.0% 2,514,571 $169.8M
Federated Hermes, Inc. 0.37% Reduce -4.7% 2,479,091 $167.4M
Principal Financial Group Inc. 0.09% Reduce -1.5% 2,475,912 $167.2M
Magellan Asset Management Ltd 1.78% Reduce -36.0% 2,400,124 $162.1M
Barclays PLC 0.08% Add +84.7% 2,332,000 $157.5M
Ameriprise Financial Inc. 0.04% Reduce -0.1% 2,294,909 $155.0M
AQR Capital Management 0.20% Reduce -28.1% 2,285,146 $154.3M
UBS Group AG 0.03% Reduce -0.7% 2,206,921 $149.0M
Nuveen Asset Management, LLC 0.04% Reduce -4.5% 2,085,941 $140.8M
Duff & Phelps Investment Management Co. 1.60% No change 1,976,451 $133.4M
Russell Investments Group, Ltd. 0.18% Reduce -4.5% 1,958,134 $132.2M
First Trust Advisors LP 0.12% Reduce -8.7% 1,956,586 $132.1M
Millennium Management 0.12% Add +85.1% 1,931,357 $130.4M
Dimensional Fund Advisors LP 0.03% Add +4.4% 1,916,787 $129.4M
Point72 Asset Management 0.35% Add +187.0% 1,829,425 $123.5M
Wells Fargo & Company 0.03% Reduce -70.8% 1,792,486 $121.0M
Jennison Associates LLC 0.07% Reduce -0.9% 1,670,260 $112.8M
ExodusPoint Capital Management, LP 1.16% Add +12.7% 1,656,325 $111.8M
Macquarie Group Ltd. 0.13% Add +17.2% 1,982,842 $110.8M
Swiss National Bank 0.07% Reduce -4.5% 1,574,900 $106.3M
BNP Paribas Financial Markets 0.08% Add +53.7% 1,544,114 $104.3M
Reaves W H & Co. Inc. 2.59% Add +440.2% 1,455,927 $98.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.4% 1,452,157 $98.0M
LPL Financial LLC 0.04% Add +7.7% 1,384,768 $93.5M
Deutsche Bank AG 0.04% Reduce -42.8% 1,339,516 $90.4M
Envestnet Asset Management Inc. 0.03% Add +1.8% 1,321,633 $89.2M
HSBC Holdings PLC 0.05% Add +6.7% 1,311,697 $88.6M
Verition Fund Management LLC 0.45% Add +712.8% 1,284,227 $86.7M
Stifel Financial Corp. 0.09% Reduce -0.9% 1,254,428 $84.7M
National Bank of Canada 0.11% Add +0.5% 1,242,557 $83.9M
Raymond James Financial Inc. 0.03% — 1,238,935 $83.7M
Sei Investments Co. 0.11% Add +1.9% 1,225,361 $82.7M
Brandywine Global Investment Management, LLC 0.56% Reduce -11.6% 1,131,567 $76.4M
CBRE Investment Management Listed Real Assets LLC 1.31% Reduce -23.0% 1,092,519 $73.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.46% Add +2.9% 1,088,936 $73.5M
Canada Pension Plan Investment Board 0.07% Reduce -15.2% 1,048,812 $70.8M
Energy Income Partners, LLC 1.41% Add +28.0% 1,015,782 $68.6M
Burkehill Global Management, LP 6.42% — 1,000,000 $67.5M
Yaupon Capital Management LP 4.27% New 1,000,000 $67.5M
Electron Capital Partners, LLC 3.87% Add +22.6% 992,120 $67.0M
Rhumbline Advisers 0.06% Add +1.2% 976,144 $65.9M
Regions Financial Corp. 0.48% Add +14.3% 973,935 $65.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +12.6% 955,871 $63.7M
Two Sigma Investments, LP 0.15% Add +78.4% 909,412 $61.4M
Bank of Montreal 0.03% Reduce -5.5% 878,657 $59.3M
Allianz Asset Management GmbH 0.09% Reduce -35.1% 877,784 $59.3M
ProShare Advisors LLC 0.12% Reduce -38.7% 762,786 $51.5M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +590.0% 731,213 $49.4M
Alliancebernstein L.P. 0.02% Reduce -0.3% 714,839 $48.3M
Citigroup Inc. 0.05% Reduce -14.8% 710,067 $47.9M
Amundi 0.02% Reduce -62.2% 720,485 $47.8M
LSP Investment Advisors, LLC 33.08% No change 702,000 $47.4M
Vaughan David Investments LLC 1.10% Add +1.2% 688,464 $46.5M
Cohen & Steers, Inc. 0.09% New 685,700 $46.3M
California State Teachers Retirement System 0.05% Reduce -3.8% 664,537 $44.9M
HITE Hedge Asset Management LLC 3.26% Add +107.1% 656,797 $44.3M
Two Sigma Advisers, LP 0.10% Add +140.0% 638,100 $43.1M
National Pension Service 0.04% Reduce -55.0% 617,660 $41.7M
Aventail Capital Group, LP 2.01% New 569,515 $38.5M
Aware Super Pty Ltd as trustee of Aware Super 0.61% — 565,951 $38.2M
State Board of Administration of Florida Retirement System 0.07% Reduce -5.3% 565,912 $38.2M
Manufacturers Life Insurance Company, The 0.03% Add +0.5% 561,605 $37.9M
Gabelli Funds LLC 0.28% Reduce -0.4% 542,416 $36.6M
Hudson Bay Capital Management LP 0.26% Add +45.8% 540,138 $36.5M
Adage Capital Partners Gp, L.L.C. 0.06% Add +2.1% 536,542 $36.2M
Old Republic International Corp. 1.37% No change 515,600 $34.8M
Citadel Advisors 0.03% Add +47648700.0% 476,488 $32.2M
Korea Investment CORP 0.08% Reduce -23.9% 472,745 $31.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +11.5% 438,059 $29.6M
New York State Teachers Retirement System 0.06% Reduce -11.7% 436,231 $29.5M
Anchor Capital Advisors LLC 0.84% Reduce -7.2% 433,980 $29.3M
Wealth Enhancement Advisory Services, LLC 0.05% Add +3.3% 399,308 $27.0M
Treasurer of the State of North Carolina 0.10% Add +3.9% 391,107 $26.4M
Lazard Asset Management LLC 0.04% Add +6.0% 381,731 $25.8M
Thrivent Financial for Lutherans 0.05% Reduce -42.5% 376,385 $25.4M
Mairs & Power Inc. 0.25% Add +1.4% 375,289 $25.3M
State of Wisconsin Investment Board 0.06% Reduce -3.6% 354,161 $23.9M
US Bancorp \de 0.03% Reduce -1.6% 343,170 $23.2M
Ensign Peak Advisors, Inc 0.04% Add +28.5% 336,433 $22.7M
Toronto Dominion Bank 0.04% Reduce -2.8% 326,955 $22.1M
Prudential Financial Inc. 0.03% Reduce -81.0% 324,139 $21.9M
Susquehanna International Group, LLP 0.03% Add +22.6% 322,666 $21.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% — 307,292 $20.7M
Chevy Chase Trust Holdings, LLC 0.06% Add +0.9% 302,728 $20.4M
CANADA LIFE ASSURANCE Co 0.04% Reduce -4.8% 300,393 $20.3M
Public Sector Pension Investment Board 0.09% Add +206.9% 298,963 $20.2M
Creative Planning 0.02% Add +4.1% 298,453 $20.2M
Associated Banc-Corp 0.60% Reduce -4.5% 295,161 $19.9M
Cerity Partners LLC 0.04% Add +1.9% 277,941 $18.5M
Susquehanna Fundamental Investments, LLC 0.30% — 268,308 $18.1M
Public Employees Retirement System of Ohio 0.06% Add +5.1% 260,647 $17.6M
Rafferty Asset Management, LLC 0.06% Add +3.2% 255,150 $17.2M
Beck Bode, LLC 3.10% Add +7.6% 251,116 $17.0M
Teilinger Capital Ltd. 12.87% Reduce -23.1% 250,000 $16.9M
CIBC Asset Management Inc 0.06% Add +3.5% 249,744 $16.9M
Commonwealth Equity Services, LLC 0.02% Add +5.6% 246,498 $16.6M
Allworth Financial LP 0.09% Reduce -14.3% 247,560 $16.6M
New York State Common Retirement Fund 0.02% Reduce -4.0% 240,598 $16.2M
Asset Management One Co., Ltd. 0.06% Add +3.4% 237,789 $16.2M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.41% New 237,610 $16.0M
Truist Financial Corp. 0.02% Add +0.9% 234,442 $15.8M
Kayne Anderson Capital Advisors LP 0.38% Add +4.5% 234,178 $15.8M
Guggenheim Capital LLC 0.13% Add +22.6% 231,929 $15.7M
Bank of Nova Scotia 0.03% Add +191.3% 228,242 $15.4M
PNC Financial Services Group, Inc. 0.01% Add +0.7% 224,933 $15.2M
TD Asset Management Inc 0.01% Add +0.1% 223,103 $15.1M
Mn Services Vermogensbeheer B.V. 0.10% Add +1.7% 215,155 $14.5M
Nomura Asset Management Co. Ltd. 0.04% Add +12.0% 212,765 $14.4M
Illinois Municipal Retirement Fund 0.20% Reduce -11.1% 207,463 $14.0M
Gradient Investments LLC 0.28% Reduce -10.0% 207,085 $14.0M
Voya Investment Management LLC 0.02% Reduce -11.4% 206,741 $14.0M
Nissay Asset Management Corp. /Japan 0.08% Add +9.1% 203,776 $13.9M
Worldquant Millennium Advisors LLC 0.09% Reduce -80.1% 205,441 $13.9M
Forsta Ap-Fonden 0.10% Add +21.4% 204,700 $13.8M
Blue Chip Partners, LLC 1.16% Add +1.0% 200,530 $13.5M
State of New Jersey Common Pension Fund D 0.05% No change 199,564 $13.5M
Squarepoint Ops LLC 0.03% Add +189.1% 196,465 $13.3M
Bruce & Co., Inc. 4.24% Reduce -0.8% 194,500 $13.1M
Nearwater Capital Markets, Ltd 0.37% — 193,963 $13.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +2.8% 189,928 $12.8M
Aberdeen Group plc 0.02% Add +5.4% 190,396 $12.8M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -4.8% 187,234 $12.7M
State of Tennessee, Department of Treasury 0.05% Reduce -16.6% 187,001 $12.6M
Renaissance Technologies 0.02% New 186,900 $12.6M
Wedge Capital Management L L P 0.22% Reduce -16.4% 182,919 $12.4M
Natixis Advisors, LLC 0.02% Add +45.2% 181,495 $12.3M
Resona Asset Management Co.,Ltd. 0.07% Reduce -2.7% 179,784 $12.2M
Van Eck Associates Corp. 0.02% Add +12.0% 179,013 $12.1M
DRW Securities, LLC 0.79% Add +566.0% 173,600 $11.7M
Corebridge Financial, Inc. 0.06% Reduce -0.9% 173,316 $11.7M
Commerce Bank 0.07% Reduce -4.9% 168,242 $11.4M
Sourcerock Group LLC 0.78% Add +400.0% 163,445 $11.0M
Credit Agricole S A 0.04% Add +81.6% 162,289 $11.0M
Arizona State Retirement System 0.07% Add +1.7% 161,927 $10.9M
IFM Investors Pty Ltd 0.11% Add +0.7% 160,999 $10.9M
SIR Capital Management, L.P. 1.12% Reduce -10.6% 160,425 $10.8M
Viking Fund Management LLC 1.68% Reduce -1.5% 160,000 $10.8M
Calamos Advisors LLC 0.07% No change 157,390 $10.6M
Cetera Investment Advisers 0.02% Add +9.0% 157,193 $10.6M
State of Michigan Retirement System 0.05% Add +2.7% 155,894 $10.5M
Ilmarinen Mutual Pension Insurance Co 0.09% Add +65.4% 155,500 $10.5M
Vennlight Capital Management, LP 9.81% — 153,000 $10.3M
MetLife Investment Management, LLC 0.06% Add +4.9% 151,999 $10.3M
Allspring Global Investments Holdings, LLC 0.02% Reduce -5.2% 153,453 $10.3M
RWC Asset Management LLP 0.61% New 151,181 $10.2M
MUFG Securities EMEA plc 0.19% Add +120.6% 149,999 $10.1M
Comerica Bank 0.04% Reduce -7.7% 148,645 $10.0M
Trexquant Investment LP 0.12% Reduce -51.7% 148,046 $10.0M
Empower Advisory Group, LLC 0.03% Add +1.4% 147,016 $9.9M
Osaic Holdings, Inc. 0.02% Add +5.1% 148,339 $9.9M
Reinhart Partners, Llc. 0.38% Reduce -18.3% 146,311 $9.9M
Assetmark, Inc. 0.03% Add +4.4% 145,564 $9.8M
Mackenzie Financial Corp. 0.01% Reduce -24.1% 144,325 $9.7M
Quantinno Capital Management LP 0.09% Add +60.6% 141,942 $9.6M
Dean Investment Associates, LLC 1.33% Add +5.9% 138,295 $9.3M
USS Investment Management Ltd 0.07% Reduce -21.8% 137,978 $9.3M
Wealthfront Advisers LLC 0.03% Add +62.7% 138,035 $9.3M
Crestline Management, L.P. 0.32% Add +752.8% 136,449 $9.2M
Mariner, LLC 0.02% Add +21.6% 135,242 $9.1M
Corient Private Wealth LP 0.01% Reduce -14.4% 134,128 $9.1M
Janney Montgomery Scott LLC 0.03% Add +4.8% 134,107 $9.1M
Zions Bancorporation, N.A. 0.56% Add +10.7% 131,594 $8.9M
Martingale Asset Management L P 0.21% Reduce -0.7% 130,674 $8.8M
Qube Research & Technologies Ltd 0.01% Reduce -85.4% 126,434 $8.5M
Voloridge Investment Management, LLC 0.03% New 125,907 $8.5M
Czech National Bank 0.08% Add +9.6% 124,507 $8.4M
Retirement Systems of Alabama 0.03% Add +2.6% 124,328 $8.4M
Hennessy Advisors Inc. 0.24% Add +9.8% 119,999 $8.1M
Daiwa Securities Group Inc. 0.04% Add +6.4% 119,235 $8.1M
Ieq Capital, LLC 0.08% Add +153.2% 118,653 $8.0M
First National Bank of Omaha 0.52% Reduce -1.7% 118,494 $8.0M
Amalgamated Bank 0.06% Add +2.7% 112,276 $7.6M
Focus Financial Network, Inc. 0.29% Reduce -1.0% 109,331 $7.4M
GF Fund Management Co. LTD. 0.16% — 108,832 $7.3M
BTC Capital Management, Inc. 0.67% Reduce -5.0% 107,809 $7.3M
Polymer Capital Management (US) LLC 2.31% — 106,977 $7.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +15.2% 106,761 $7.2M
Captrust Financial Advisors 0.02% Add +7.0% 106,356 $7.2M
&partners 0.09% Add +60.6% 107,146 $7.1M
M&T Bank Corp 0.02% Reduce -5.8% 104,901 $7.1M
Cibc World Markets Corp. 0.04% Add +16.8% 102,594 $6.9M
O'shaughnessy Asset Management, LLC 0.06% Add +50.4% 101,155 $6.8M
Decade Renewable Partners LP 3.33% New 100,700 $6.8M
BTG Pactual Asset Management US LLC 0.85% Add +64.0% 97,572 $6.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -7.0% 96,271 $6.5M
Utah Retirement Systems 0.07% Add +3.8% 95,398 $6.4M
Calydon Capital 1.23% Add +0.9% 92,991 $6.3M
Oliver Luxxe Assets LLC 1.13% No change 95,940 $6.3M
DekaBank Deutsche Girozentrale 0.01% No change 93,013 $6.3M
Opus Investment Management Inc. 4.57% No change 91,709 $6.2M
Abn Amro Investment Solutions 0.11% Reduce -18.1% 90,800 $6.1M
Alaska Permanent Fund Corp 0.09% No change 90,714 $6.1M
HighTower Advisors, LLC 0.01% Add +12.1% 90,604 $6.1M
Jane Street Group, LLC 0.01% Reduce -20.3% 89,975 $6.1M
Intech Investment Management LLC 0.06% Reduce -61.4% 88,964 $6.0M
Investment Management Corp of Ontario 0.20% Add +380.0% 88,291 $6.0M
Hudson Edge Investment Partners Inc. 1.10% Reduce -13.7% 88,213 $6.0M
Agf Management Ltd. 0.03% Add +24.7% 88,088 $5.9M
Palisade Asset Management, LLC 0.60% Add +0.4% 87,588 $5.9M
Atria Investments, Inc 0.07% Add +4.9% 84,467 $5.7M
Sanctuary Advisors, LLC 0.04% Add +2.2% 84,623 $5.7M
Police & Firemen's Retirement System of New Jersey 0.05% — 83,627 $5.6M
Cwm, LLC 0.02% Add +14.5% 82,773 $5.6M
Mercer Global Advisors Inc. 0.01% Add +14.4% 81,718 $5.5M
Intact Investment Management Inc. 0.19% Reduce -32.8% 81,700 $5.5M
Shelton Capital Management 0.13% Add +10.1% 80,198 $5.4M
Pathstone Holdings, LLC 0.02% Add +4.9% 79,347 $5.4M
Headlands Technologies LLC 0.54% Add +39.5% 79,188 $5.3M
Xponance LLC 0.05% Reduce -16.3% 78,927 $5.3M
Yousif Capital Management, LLC 0.06% Add +0.1% 78,699 $5.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +9.3% 77,846 $5.3M
First PREMIER Bank 1.32% Reduce -0.7% 76,994 $5.2M
New York Life Investment Management LLC 0.05% Add +3.8% 76,735 $5.2M
Pacer Advisors, Inc. 0.01% Add +11.5% 76,390 $5.2M
Profund Advisors LLC 0.18% Add +4.5% 74,096 $5.0M
MML Investors Services, LLC 0.02% Add +1.0% 73,073 $4.9M
Louisiana State Employees Retirement System 0.09% Reduce -1.5% 72,800 $4.9M
Bogart Wealth, LLC 0.23% Reduce -2.8% 70,804 $4.8M
American Assets Investment Management, LLC 0.38% No change 70,000 $4.7M
NEOS Investment Management LLC 0.11% Add +24.6% 69,269 $4.7M
Mutual of America Capital Management LLC 0.05% Add +0.2% 68,782 $4.6M
Larson Financial Group LLC 0.24% Add +492.9% 68,401 $4.6M
Los Angeles Capital Management LLC 0.02% Reduce -71.0% 67,038 $4.5M
DAVENPORT & Co LLC 0.03% Add +4.4% 65,716 $4.4M
Mediolanum International Funds Ltd 0.06% Reduce -16.2% 65,739 $4.4M
State of Alaska, Department of Revenue 0.05% Add +1.0% 65,480 $4.4M
Essential Planning, LLC. 0.03% New 65,000 $4.4M
Nomura Holdings Inc. 0.02% Reduce -9.0% 62,856 $4.2M
NewEdge Advisors, LLC 0.03% Reduce -4.9% 62,711 $4.2M
iA Global Asset Management Inc. 0.07% Add +8.9% 61,894 $4.2M
Moloney Securities Asset Management, LLC 0.56% Add +0.9% 61,327 $4.1M
Vestcor Inc 0.14% Reduce -2.1% 61,321 $4.1M
First Bank & Trust 0.78% Reduce -1.3% 60,120 $4.1M
Employees Retirement System of Texas 0.04% Reduce -13.7% 59,510 $4.0M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -1.2% 58,871 $4.0M
Boothbay Fund Management, LLC 0.13% Add +37.3% 58,625 $4.0M
AXA S.A. 0.01% Reduce -3.2% 58,304 $3.9M
Bridge Creek Capital Management LLC 1.21% Reduce -0.1% 58,102 $3.9M
Marshall Wace, LLP 0.01% Add +1562.0% 58,055 $3.9M
Tower Research Capital LLC (TRC) 0.08% Add +106.5% 56,769 $3.8M
Nisa Investment Advisors, LLC 0.01% Reduce -9.0% 56,019 $3.8M
Public Employees Retirement Association of Colorado 0.01% Reduce -0.9% 55,789 $3.8M
Morton Community Bank 0.99% Add +1.8% 55,503 $3.7M
Focus Partners Wealth 0.01% Add +68.0% 55,397 $3.7M
Rockefeller Capital Management L.P. 0.01% Add +18.1% 55,368 $3.7M
Mizuho Securities USA LLC 0.07% Add +50.5% 54,425 $3.7M
Private Advisor Group, LLC 0.02% Reduce -14.6% 53,943 $3.6M
Meyer Handelman Co. 0.13% Reduce -3.1% 53,676 $3.6M
Ameritas Investment Partners, Inc. 0.11% Add +2.7% 51,434 $3.5M
Hodges Capital Management Inc. 0.21% Add +447.1% 51,396 $3.5M
TD Private Client Wealth LLC 0.10% Reduce -2.4% 51,314 $3.5M
Stiles Financial Services Inc 1.25% Add +0.7% 51,124 $3.5M
Kestra Advisory Services, LLC 0.02% Add +3.4% 49,920 $3.4M
UniSuper Management Pty Ltd 0.02% Add +22.3% 49,882 $3.4M
Oregon Public Employees Retirement Fund 0.06% Add +2.9% 49,238 $3.3M
Vanguard Personalized Indexing Management, LLC 0.05% Add +15.8% 49,002 $3.3M
Schroder Investment Management Group 0.00% Reduce -45.5% 48,583 $3.3M
T. Rowe Price Investment Management, Inc. 0.00% Add +24.3% 48,201 $3.3M
Assenagon Asset Management S.A. 0.01% Reduce -94.5% 46,467 $3.1M
Integrated Wealth Concepts LLC 0.04% Add +165.0% 46,333 $3.1M
KBC Group NV 0.01% Reduce -3.2% 46,098 $3.1M
Gulf International Bank (UK) Ltd 0.07% Reduce -0.9% 43,083 $2.9M
Metis Global Partners, LLC 0.09% Add +5.8% 42,156 $2.8M
Fifth Third Bancorp 0.01% Reduce -0.4% 42,038 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -0.4% 41,285 $2.8M
Harvest Fund Management Co., Ltd 0.13% Add +49.8% 41,397 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +251.8% 40,985 $2.8M
Siemens Fonds Invest GmbH 0.28% Add +17.6% 40,227 $2.7M
Royal Fund Management, LLC 0.29% Add +8.4% 39,944 $2.7M
Proquility Private Wealth Partners, LLC 0.87% Add +7.3% 39,928 $2.7M
Blair William & Co. 0.01% Add +2.7% 38,625 $2.6M
Kentucky Retirement Systems 0.08% Reduce -1.4% 38,311 $2.6M
Swiss Life Asset Management Ltd 0.02% Add +2.8% 38,301 $2.6M
Berger Financial Group, Inc 0.18% Add +42.6% 38,217 $2.6M
Prudential PLC 0.01% Reduce -29.6% 38,145 $2.6M
Townsquare Capital LLC 0.03% Add +33.2% 37,540 $2.5M
Wealth High Governance Capital Ltda 0.90% New 37,252 $2.5M
Edgemoor Investment Advisors, Inc. 0.22% Reduce -1.3% 36,933 $2.5M
QRG Capital Management, Inc. 0.03% Reduce -15.4% 36,273 $2.4M
Wedbush Securities Inc. 0.09% Reduce -8.1% 36,054 $2.4M
Glenmede Trust Co. NA 0.01% Add +82.8% 35,895 $2.4M
Hartford Investment Management Co. 0.08% Add +1.0% 35,495 $2.4M
Fulton Bank, N.A. 0.09% Reduce -1.5% 35,180 $2.4M
USA Financial Formulas 0.37% New 35,063 $2.4M
Algert Global LLC 0.06% Reduce -10.5% 35,061 $2.4M
JARISLOWSKY, FRASER Ltd 0.01% No change 35,000 $2.4M
AMF Tjanstepension AB 0.02% No change 34,960 $2.4M
Avantax Advisory Services, Inc. 0.01% Add +13.9% 34,942 $2.4M
ARS Investment Partners, LLC 0.21% Reduce -0.5% 34,756 $2.3M
Woodline Partners LP 0.02% New 34,486 $2.3M
Sterling Capital Management LLC 0.03% Add +60.1% 34,160 $2.3M
Quantbot Technologies LP 0.08% New 34,038 $2.3M
Crossmark Global Holdings, Inc. 0.04% Reduce -0.3% 33,975 $2.3M
First National Advisers, LLC 0.37% Add +3.0% 33,747 $2.3M
Man Group plc 0.01% Reduce -89.3% 33,608 $2.3M
Strong Tower Advisory Services 0.58% Add +4.3% 33,089 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.1% 32,802 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +12.9% 31,975 $2.2M
Savant Capital, LLC 0.02% Add +0.7% 31,047 $2.1M
Maryland State Retirement & Pension System 0.04% Reduce -3.1% 30,787 $2.1M
Securian Asset Management, Inc. 0.06% Reduce -0.2% 30,770 $2.1M
Walleye Trading LLC 0.04% New 30,611 $2.1M
Baird Financial Group, Inc. 0.00% Add +2.4% 30,259 $2.0M
Simplex Trading, LLC 0.06% Reduce -44.6% 29,314 $2.0M
Apollon Wealth Management, LLC 0.05% Add +0.6% 28,950 $2.0M
Epiq Partners, LLC 1.10% No change 28,872 $1.9M
Procyon Advisors, LLC 0.12% Add +6.9% 28,617 $1.9M
Garda Capital Partners LP 1.55% New 28,504 $1.9M
Ontario Teachers Pension Plan Board 0.03% Reduce -36.0% 28,133 $1.9M
Pallas Capital Advisors LLC 0.08% Add +0.4% 28,109 $1.9M
Norinchukin Bank, The 0.04% Add +6.5% 27,971 $1.9M
Wexford Capital LP 0.48% New 27,591 $1.9M
Dean Capital Management 0.78% Add +18.6% 27,270 $1.8M
Tradition Wealth Management, LLC 0.16% Add +14.9% 27,244 $1.8M
D.A. Davidson & Co. 0.01% Reduce -15.8% 26,877 $1.8M
Bokf, NA 0.03% Reduce -0.8% 28,601 $1.8M
Shell Asset Management Co. 0.08% Reduce -22.1% 26,617 $1.8M
New Mexico Educational Retirement Board 0.06% Reduce -2.2% 26,578 $1.8M
NorthCoast Asset Management LLC 0.01% Add +0.4% 26,247 $1.8M
First Dallas Securities Inc. 0.72% Reduce -6.1% 26,090 $1.8M
Nebula Research & Development LLC 0.20% Add +81.0% 25,769 $1.7M
Quotient Wealth Partners, LLC 0.06% Add +4.1% 25,368 $1.7M
Raleigh Capital Management Inc. 0.65% Reduce -0.6% 24,965 $1.7M
Lido Advisors, LLC 0.01% Add +5.2% 24,920 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -2.8% 24,220 $1.6M
Occudo Quantitative Strategies LP 0.29% New 24,125 $1.6M
Summit Trail Advisors, LLC 0.06% Add +8.7% 23,853 $1.6M
Bleakley Financial Group, LLC 0.05% Add +10.6% 23,847 $1.6M
Mitchell & Pahl Private Wealth, LLC 0.75% Add +6.5% 23,770 $1.6M
Choreo, LLC 0.02% Add +5.6% 23,687 $1.6M
Wealth Alliance, LLC 0.19% Reduce -1.9% 23,673 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Add +17.6% 23,401 $1.6M
OMERS ADMINISTRATION Corp 0.01% Add +20.5% 23,173 $1.6M
Dakota Wealth Management 0.04% Add +0.7% 23,130 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -10.6% 23,119 $1.6M
Orion Porfolio Solutions, LLC 0.02% Add +21.0% 23,057 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +21.0% 23,057 $1.6M
Ethic Inc. 0.03% Add +55.0% 23,030 $1.6M
Capital Fund Management S.A. 0.02% New 22,872 $1.5M
Central Bank & Trust Co. 0.23% Reduce -10.9% 22,833 $1.5M
Commerzbank Aktiengesellschaft 0.04% Reduce -16.4% 22,747 $1.5M
BW Gestao de Investimentos Ltda. 0.07% New 22,748 $1.5M
Harbour Investments, Inc. 0.04% Add +18.8% 22,690 $1.5M
Geneos Wealth Management Inc. 0.05% Add +1.3% 22,099 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +7.3% 22,003 $1.5M
Blackhawk Capital Partners, LLC 0.77% Reduce -18.5% 21,920 $1.5M
Verdence Capital Advisors LLC 0.12% Reduce -0.8% 21,643 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% No change 21,635 $1.5M
Oak Thistle LLC 0.43% New 21,217 $1.4M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +1.0% 21,043 $1.4M
ING Groep NV 0.01% Reduce -91.0% 20,872 $1.4M
Accredited Investors Inc. 0.08% Add +0.1% 20,835 $1.4M
HighPoint Advisor Group LLC 0.08% Add +3.9% 20,916 $1.4M
Valtinson Bruner Financial Planning LLC 0.49% Reduce -4.6% 20,795 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +143.0% 20,565 $1.4M
White Pine Capital LLC 0.47% Add +0.1% 20,481 $1.4M
Westpac Banking Corp. 0.09% Reduce -44.8% 20,246 $1.4M
NorthRock Partners, LLC 0.04% Add +0.9% 20,187 $1.4M
Tidal Investments LLC 0.01% Add +8.9% 20,186 $1.4M
Advisors Asset Management, Inc. 0.03% Reduce -26.7% 20,169 $1.4M
DeDora Capital, Inc. 0.37% Add +2.0% 20,126 $1.4M
Huntington National Bank 0.01% Add +4.7% 20,002 $1.4M
AE Wealth Management LLC 0.01% Add +6.0% 19,698 $1.3M
CW Advisors, LLC 0.02% Add +13.6% 19,643 $1.3M
First Western Trust Bank 0.06% No change 19,621 $1.3M
Jefferies Financial Group Inc. 0.02% New 19,620 $1.3M
M&G PLC 0.01% Reduce -29.1% 19,404 $1.3M
Florida Trust Wealth Management Co 0.04% Add +19.7% 19,538 $1.3M
Keybank National Association 0.01% Reduce -2.3% 19,256 $1.3M
Park Avenue Securities LLC 0.01% Add +47.9% 19,202 $1.3M
South Dakota Investment Council 0.03% No change 19,141 $1.3M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -11.2% 19,039 $1.3M
St. Louis Financial Planners Asset Management, LLC 0.93% New 19,024 $1.3M
Quantitative Investment Management, LLC 0.09% New 18,645 $1.3M
Icon Advisers Inc. 0.29% No change 18,600 $1.3M
Empirical Finance, LLC 0.07% Reduce -1.2% 18,578 $1.3M
Neuberger Berman Group LLC 0.00% Add +7.2% 18,515 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +6.2% 18,289 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +3.2% 18,233 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +5.9% 18,011 $1.2M
17 Capital Partners, LLC 0.76% No change 17,810 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +77.0% 17,646 $1.2M
GAMMA Investing LLC 0.10% Add +42.3% 17,437 $1.2M
Gallagher Fiduciary Advisors, LLC 0.23% Add +0.4% 17,302 $1.2M
Principal Securities, Inc. 0.03% Reduce -0.7% 17,202 $1.2M
Equitable Trust Co. 0.06% No change 17,163 $1.2M
Merit Financial Group, LLC 0.02% Add +389.8% 17,108 $1.2M
Howard Capital Management, LLC 0.02% Add +3.1% 16,809 $1.1M
Allstate Corp. 0.03% New 16,794 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +8.6% 16,778 $1.1M
XTX Topco Ltd 0.09% Add +0.8% 16,664 $1.1M
Benjamin Edwards Inc. 0.02% Add +1.1% 16,605 $1.1M
Atria Wealth Solutions, Inc. 0.01% Add +116.0% 16,515 $1.1M
Fourpath Capital Management, LLC 0.21% No change 16,426 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -17.8% 16,418 $1.1M
Coldstream Capital Management Inc. 0.02% Add +13.8% 16,354 $1.1M
NJ State Employees Deferred Compensation Plan 0.13% No change 16,243 $1.1M
Dechtman Wealth Management, LLC 0.21% Add +0.9% 16,136 $1.1M
Vermillion Wealth Management, Inc. 0.56% — 16,090 $1.1M
Bessemer Group Inc. 0.00% Add +3.0% 15,942 $1.1M
Johnson Financial Group, Inc. 0.05% New 15,762 $1.1M
Sound View Wealth Advisors Group, LLC 0.08% Add +303.3% 15,618 $1.1M
Mattson Financial Services, LLC 0.33% Reduce -24.5% 16,089 $1.1M
Enhancing Capital LLC 0.83% — 15,500 $1.0M
Maven Securities LTD 0.17% New 15,489 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -2.4% 15,460 $1.0M
Bond & Devick Financial Network, Inc. 0.45% No change 15,972 $1.0M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +4.0% 15,436 $1.0M
Great Waters Wealth Management 0.13% Reduce -6.0% 15,334 $1.0M
Cullen/Frost Bankers, Inc. 0.01% Add +163.9% 15,241 $1.0M
HB Wealth Management, LLC 0.01% Add +52.9% 15,073 $1.0M
Western Wealth Management, LLC 0.05% Reduce -2.9% 14,896 $1.0M
Jones Financial Companies LLLP 0.00% Add +35.8% 14,825 $1.0M
AlphaQuest LLC 0.13% Add +164300.0% 14,796 $999K
Vident Advisory, LLC 0.02% Add +7.5% 14,673 $991K
Greenleaf Trust 0.01% Add +5.1% 14,527 $981K
Mission Wealth Management, LP 0.02% Add +6.7% 14,523 $981K
WealthTrust Axiom LLC 0.29% No change 14,501 $979K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.7% 14,443 $975K
Ashton Thomas Private Wealth, LLC 0.04% Add +10.4% 14,384 $971K
Tectonic Advisors LLC 0.06% Add +110.3% 14,247 $962K
Dorsey & Whitney Trust CO LLC 0.05% Add +1.0% 14,230 $961K
Corundum Group, Inc. 0.36% Add +143.4% 14,187 $958K
Cookson Peirce & Co. Inc. 0.04% New 14,169 $957K
Tradewinds Capital Management, LLC 0.25% No change 13,987 $944K
AdvisorNet Financial, Inc 0.08% Reduce -38.7% 13,851 $935K
Prelude Capital Management, LLC 0.08% New 13,795 $931K
Callan Family Office, LLC 0.06% New 13,769 $930K
Tiaa Trust, National Association 0.00% Add +0.6% 13,747 $928K
Prospera Financial Services Inc 0.02% Add +5.9% 13,738 $928K
Exchange Traded Concepts, LLC 0.02% Add +2.8% 13,421 $906K
KLCM Advisors, Inc. 0.10% No change 13,200 $891K
Aspen Wealth Strategies, LLC 0.57% Reduce -1.1% 13,186 $890K
Jump Financial, LLC 0.02% Reduce -20.8% 13,103 $885K
Sigma Planning Corp 0.03% Reduce -2.4% 13,091 $884K
United Services Automobile Association 0.03% Reduce -10.8% 13,030 $880K
Ascent Group, LLC 0.07% Add +160.2% 12,871 $869K
Bailard, Inc. 0.02% Add +3.0% 12,837 $867K
LVW Advisors, LLC 0.10% Add +167.1% 12,502 $844K
Paradigm Asset Management Co. LLC 0.23% New 12,400 $837K
Advisory Services Network, LLC 0.02% Add +4.0% 12,319 $832K
Dearborn Partners LLC 0.03% Add +0.2% 12,289 $830K
Sherbrooke Park Advisers LLC 0.26% Add +144.8% 12,218 $825K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -35.4% 12,193 $823K
OneDigital Investment Advisors LLC 0.01% Reduce -13.9% 12,180 $822K
Brown Advisory Inc. 0.00% Add +33.6% 12,166 $821K
Arax Advisory Partners 0.05% Add +190.5% 11,743 $793K
Advisors Management Group Inc. 0.19% Add +0.1% 11,670 $788K
Koshinski Asset Management, Inc. 0.07% Add +0.0% 11,665 $788K
IHT Wealth Management, LLC 0.03% Reduce -38.1% 11,496 $776K
Chronos Wealth Management, LLC 0.40% No change 11,491 $776K
Moors & Cabot, Inc. 0.04% Add +6.1% 11,442 $773K
Emerald Advisors, LLC 0.11% No change 11,366 $767K
Spirit of America Management Corp. 0.15% Add +32.7% 11,150 $753K
Heritage Wealth Management, Inc. 0.25% Reduce -0.7% 11,085 $748K
Bell Bank 0.06% No change 11,071 $748K
Thompson Investment Management, Inc. 0.11% Reduce -4.3% 10,999 $743K
Mosaic Family Wealth Partners, LLC 0.11% Add +3.2% 10,979 $741K
Finer Wealth Management, Inc. 0.42% No change 10,942 $739K
Concurrent Investment Advisors, LLC 0.02% Add +9.7% 10,879 $735K
Cypress Capital Group 0.09% Reduce -36.3% 10,736 $725K
Cresset Asset Management, LLC 0.00% Reduce -77.0% 10,736 $725K
CWA Asset Management Group, LLC 0.04% Add +10.3% 10,726 $724K
Fosun International Ltd 0.22% No change 10,731 $719K
Bard Financial Services, Inc. 0.09% No change 10,625 $717K
Concourse Financial Group Securities, Inc. 0.04% Add +62.8% 10,654 $714K
Empowered Funds, LLC 0.01% Add +11.2% 10,568 $714K
Cornerstone Planning, LLC 0.27% — 10,545 $712K
Intrust Bank NA 0.07% Add +2.9% 10,306 $696K
Horizon Investments, LLC 0.02% Add +1.9% 10,390 $696K
Prosperity Consulting Group, LLC 0.05% Add +91.7% 10,305 $696K
Trust Point Inc. 0.05% Add +36.1% 10,220 $690K
CIBC Private Wealth Group LLC 0.00% Reduce -25.7% 10,269 $682K
Capital Advisory Group Advisory Services, LLC 0.24% Add +27.6% 10,077 $680K
First Foundation Advisors 0.03% Reduce -7.8% 10,011 $676K
Chicago Partners Investment Group LLC 0.02% Add +23.6% 10,102 $671K
Cahill Financial Advisors Inc. 0.09% Reduce -0.9% 9,914 $669K
Cornerstone Advisors, LLC 0.03% No change 9,900 $668K
Freestone Grove Partners LP 0.01% — 9,857 $666K
Capstone Investment Advisors, LLC 0.01% Add +5.8% 9,838 $664K
Argent Trust Co 0.03% No change 9,781 $660K
Financial Advocates Investment Management 0.04% Reduce -4.9% 9,751 $658K
Praxis Investment Management Inc. 0.04% Reduce -0.1% 9,734 $657K
Independent Advisor Alliance 0.01% Reduce -3.0% 9,684 $654K
Federation des caisses Desjardins du Quebec 0.00% Add +30.2% 9,552 $645K
First Hawaiian Bank 0.02% Reduce -6.3% 9,481 $640K
Kestra Private Wealth Services, LLC 0.01% Add +12.5% 9,362 $632K
China Universal Asset Management Co., Ltd. 0.06% Add +32.2% 9,345 $631K
EverSource Wealth Advisors, LLC 0.04% Add +1.8% 9,242 $624K
SYM FINANCIAL Corp 0.08% Add +7.5% 9,222 $623K
FineMark National Bank & Trust 0.02% Add +0.9% 9,180 $620K
Vise Technologies, Inc. 0.05% Add +68.6% 9,164 $619K
Aviva PLC 0.00% No change 9,148 $618K
Venturi Wealth Management, LLC 0.03% Add +21.6% 9,059 $612K
Midwest Professional Planners, LTD. 0.18% Reduce -0.1% 8,909 $602K
CENTRAL TRUST Co 0.01% Reduce -17.6% 8,883 $600K
Ameriflex Group, Inc. 0.27% — 8,914 $599K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -5.5% 8,849 $597K
American State Bank (Iowa) 0.36% No change 8,809 $595K
Caprock Group, LLC 0.02% Add +19.1% 8,803 $594K
Kingsview Wealth Management, LLC 0.01% Reduce -6.4% 8,688 $587K
Old Port Advisors 0.17% Reduce -2.5% 8,607 $581K
Stonebridge Capital Advisors LLC 0.05% Add +1.0% 8,524 $576K
Cascade Investment Group, Inc. 0.41% No change 8,480 $573K
Mufg Securities Americas Inc. 0.08% — 8,478 $572K
STF Management LP 0.26% Add +7.3% 8,455 $571K
Marks Group Wealth Management, Inc 0.06% No change 8,437 $570K
Nicollet Investment Management, Inc. 0.20% Add +92.8% 8,415 $568K
Oarsman Capital, Inc. 0.10% No change 8,272 $559K
Modern Wealth Management, LLC 0.02% Add +5.1% 8,247 $557K
Teza Capital Management LLC 0.08% Reduce -65.4% 8,243 $557K
E Fund Management Co., Ltd. 0.03% Add +35.8% 8,197 $553K
Amarillo National Bank 0.10% No change 8,141 $550K
Arkadios Wealth Advisors 0.03% Reduce -14.7% 8,103 $547K
Cohen Klingenstein LLC 0.02% No change 8,100 $547K
Waverly Advisors, LLC 0.01% Add +83.8% 8,096 $547K
EP Wealth Advisors, LLC 0.00% Reduce -8.4% 8,026 $542K
First National Bank & Trust Co. of Newtown 0.11% No change 8,016 $541K
Robeco Institutional Asset Management B.V. 0.00% Reduce -80.5% 7,985 $539K
U.S. Capital Wealth Advisors, LLC 0.02% Add +7.0% 7,968 $538K
Ballentine Partners, LLC 0.01% Add +4.6% 7,943 $536K
Smartleaf Asset Management LLC 0.05% Add +8.7% 7,889 $533K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -28.6% 7,865 $531K
Laraway Financial Advisors Inc 0.41% Add +0.1% 7,827 $528K
Bradley Foster & Sargent Inc. 0.01% No change 7,815 $528K
AlphaStar Capital Management, LLC 0.05% Add +41.0% 7,708 $520K
Farringdon Capital, Ltd. 0.21% — 7,685 $519K
Sfmg, LLC 0.04% No change 7,675 $518K
Legacy Wealth Asset Management, LLC 0.14% Reduce -0.1% 7,646 $516K
Bryce Point Capital, LLC 0.15% — 7,552 $510K
Freedom Financial Partners LLC 0.25% — 7,548 $510K
Stephens Inc. 0.01% Reduce -3.2% 7,540 $509K
Meeder Advisory Services, Inc. 0.03% Add +6.6% 7,514 $507K
ICICI Prudential Asset Management Co Ltd 0.06% Add +2.8% 7,478 $505K
Parsons Capital Management Inc. 0.03% No change 7,447 $503K
Lifelong Wealth Advisors, Inc. 0.23% — 7,421 $501K
HighMark Wealth Management LLC 0.29% Reduce -43.0% 7,419 $501K
KCM Investment Advisors LLC 0.02% No change 7,409 $500K
Bank of Hawaii 0.03% No change 7,402 $500K
Fiduciary Alliance LLC 0.05% Add +0.4% 7,392 $499K
Stratos Investment Management, LLC 0.03% Reduce -11.3% 7,360 $497K
Kentucky Retirement Systems Insurance Trust Fund 0.09% Add +6.8% 17,623 $492K
RFG Advisory, LLC 0.01% Add +33.1% 7,253 $490K
Signaturefd, LLC 0.01% Reduce -1.0% 7,242 $489K
Glenview Trust Co 0.01% Add +59.8% 7,168 $484K
Copley Financial Group, Inc. 0.37% Reduce -12.1% 7,158 $483K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +4.7% 7,153 $483K
Zacks Investment Management 0.00% Add +11.0% 7,084 $478K
Wedmont Private Capital 0.02% Add +35.7% 7,417 $470K
Nicolet Advisory Services, LLC 0.04% Add +3.2% 7,413 $470K
Canada Post Corp Registered Pension Plan 0.03% — 6,952 $469K
Aveo Capital Partners, LLC 0.05% Add +7.4% 6,941 $469K
Brown Financial Advisors 0.19% Reduce -14.3% 6,913 $467K
Spire Wealth Management 0.01% Add +2.8% 6,867 $464K
Gateway Investment Advisers LLC 0.01% Reduce -3.4% 6,855 $463K
Synovus Financial Corp. 0.01% Add +18.0% 6,838 $462K
Trivium Point Advisory, LLC 0.06% Add +44.5% 6,815 $460K
Romano Brothers and Company 0.06% Reduce -1.5% 6,762 $457K
Freedom Investment Management, Inc. 0.04% Add +0.5% 6,739 $455K
Bluespring Wealth Management, LLC 0.05% Add +0.0% 6,725 $454K
Level Four Advisory Services, LLC 0.02% Reduce -0.4% 6,695 $452K
CreativeOne Wealth, LLC 0.01% New 6,645 $449K
Harel Insurance Investments & Financial Services Ltd. 0.01% New 6,594 $445K
Blue Trust, Inc. 0.01% Reduce -4.3% 6,529 $441K
Sheets Smith Wealth Management 0.05% Reduce -2.3% 6,516 $440K
International Assets Investment Management, LLC 0.04% Reduce -92.4% 6,573 $439K
Coastline Trust Co 0.05% Reduce -26.3% 6,450 $436K
Stratos Wealth Partners, LTD. 0.01% Add +14.2% 6,445 $435K
Csenge Advisory Group 0.02% Add +9.2% 6,382 $431K
111 Capital 0.09% — 6,373 $430K
GTS Securities LLC 0.02% Add +52.3% 6,354 $429K
Sumitomo Life Insurance Co. 0.01% Reduce -3.8% 6,338 $428K
Norden Group LLC 0.05% Add +16.1% 6,325 $427K
Integris Wealth Management, LLC 0.12% Add +2.6% 6,323 $427K
Eastern Bank 0.01% Add +36.2% 6,268 $423K
Aaron Wealth Advisors LLC 0.05% Add +6.3% 6,258 $423K
Safeguard Investment Advisory Group, LLC 0.12% No change 6,250 $422K
Polymer Capital Management (HK) LTD 0.07% New 6,243 $422K
Heritage Trust Co 0.05% — 6,197 $418K
Park Place Capital Corp 0.12% Reduce -6.3% 6,192 $418K
Affiance Financial, LLC 0.10% Reduce -5.4% 6,167 $416K
Townsend & Associates, Inc 0.04% No change 6,148 $416K
Access Financial Services, Inc. 0.19% Reduce -5.1% 6,158 $416K
Longfellow Investment Management Co. LLC 0.11% Reduce -6.0% 6,137 $414K
Simon Quick Advisors, LLC 0.02% Add +15.8% 6,101 $412K
Brookstone Capital Management 0.01% Add +6.0% 6,066 $410K
Goelzer Investment Management, Inc. 0.02% No change 6,050 $408K
Angeles Investment Advisors, LLC 0.02% No change 6,015 $406K
CX Institutional 0.02% Add +56.1% 6,004 $405K
Stock Yards Bank & Trust Co. 0.01% No change 5,984 $404K
Personal Cfo Solutions, LLC 0.08% Add +2.8% 5,934 $401K
CSS LLC 0.07% New 5,920 $400K
HBK Sorce Advisory LLC 0.01% Add +29.5% 5,903 $399K
Capital Management Associates, Inc 0.15% Add +0.9% 5,899 $398K
Sandy Spring Bank 0.02% Add +0.9% 5,893 $398K
Everpar Advisors LLC 0.20% Add +5.1% 5,881 $397K
Checchi Capital Advisers, LLC 0.03% Add +4.4% 5,846 $395K
Perigon Wealth Management, LLC 0.01% Add +4.0% 5,937 $393K
PharVision Advisers, LLC 0.33% — 5,820 $393K
First Horizon Advisors, Inc. 0.01% Reduce -2.0% 5,815 $393K
Hills Bank & Trust Co 0.03% No change 5,796 $391K
SVB Wealth LLC 0.01% New 5,755 $389K
Cigna Investments Inc. 0.07% No change 5,733 $388K
Legacy Financial Advisors, Inc. 0.06% Add +7.8% 5,682 $384K
IFP Advisors, Inc 0.01% Add +0.8% 5,646 $381K
V-Square Quantitative Management LLC 0.05% Reduce -10.6% 5,646 $381K
Ingalls & Snyder LLC 0.01% No change 5,643 $381K
Keudell/Morrison Wealth Management 0.10% Reduce -1.4% 5,641 $381K
Lantz Financial LLC 0.10% Reduce -10.1% 5,637 $381K
FourThought Financial Partners, LLC 0.04% New 5,594 $378K
SC&H Financial Advisors, Inc. 0.08% Reduce -14.5% 5,592 $378K
Lakeridge Wealth Management LLC 0.19% Add +0.3% 5,551 $375K
RDA Financial Network 0.11% Reduce -7.5% 5,551 $375K
Summit Financial, LLC 0.01% Reduce -0.5% 5,548 $375K
Old National Bancorp 0.01% Reduce -1.1% 5,439 $367K
James Hambro & Partners LLP 0.01% No change 5,400 $365K
Carret Asset Management, LLC 0.04% Reduce -3.5% 5,394 $364K
Bar Harbor Wealth Management 0.02% No change 5,389 $364K
Wolverine Trading, LLC 0.01% Reduce -63.1% 5,382 $364K
Smith Anglin Financial, LLC 0.03% Add +0.0% 5,378 $363K
Hilltop Holdings Inc. 0.02% Add +52.3% 5,370 $363K
Concord Wealth Partners 0.06% No change 5,345 $361K
First Commonwealth Financial Corp 0.08% Reduce -3.1% 5,274 $356K
Farther Finance Advisors, LLC 0.01% Reduce -2.5% 5,257 $355K
Ameritas Advisory Services, LLC 0.01% Reduce -4.7% 5,229 $353K
Claro Advisors Inc. 0.05% Reduce -84.3% 5,223 $353K
PrairieView Partners, LLC 0.04% Add +13.0% 5,221 $352K
Teacher Retirement System of Texas 0.00% Reduce -98.3% 5,218 $352K
Moody National Bank Trust Division 0.04% Reduce -5.5% 5,204 $351K
Vantage Financial Partners, LLC 0.09% No change 5,188 $350K
Intrua Financial, LLC 0.06% Reduce -51.7% 5,188 $350K
Farmers & Merchants Investments Inc. 0.01% Reduce -0.1% 5,173 $349K
PFG Advisors 0.02% New 5,172 $349K
Rwa Wealth Partners, LLC 0.00% Add +3.5% 5,155 $348K
Nautilus Advisors LLC 0.28% — 5,146 $347K
HUB Investment Partners, LLC 0.01% Reduce -17.8% 5,131 $346K
Alley Investment Management Company, LLC 0.04% Reduce -3.0% 5,097 $344K
Secured Retirement Advisors, LLC 0.20% Reduce -1.8% 5,087 $343K
Flow Traders U.S. LLC 0.01% New 5,080 $343K
Manchester Capital Management LLC 0.04% Reduce -0.4% 5,070 $342K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -0.6% 5,039 $340K
Leonteq Securities AG 0.03% Add +211.4% 5,023 $339K
Castle Rock Wealth Management, LLC 0.08% No change 4,930 $338K
Welch Group, LLC 0.02% No change 4,989 $337K
Picton Mahoney Asset Management 0.01% Add +44.6% 5,009 $337K
Ritholtz Wealth Management 0.01% Reduce -11.0% 4,989 $337K
Lummis Asset Management, LP 0.42% No change 4,949 $334K
Kenora Financial, LLC 0.13% Add +21.4% 4,949 $334K
Parallel Advisors, LLC 0.01% Add +36.5% 4,928 $333K
Scientech Research LLC 0.09% New 4,906 $331K
Significant Wealth Partners LLC 0.17% New 4,881 $330K
Aventura Private Wealth, LLC 0.18% — 4,878 $329K
Carlson Capital Management 0.01% Add +25.6% 4,837 $327K
Danske Bank A/S 0.00% No change 4,799 $324K
AMG National Trust Bank 0.01% Reduce -4.0% 4,789 $324K
Private Trust Co. NA 0.03% Add +5.1% 4,788 $323K
Prime Capital Investment Advisors, LLC 0.00% Add +5.8% 4,787 $323K
Warwick Investment Management, Inc. 0.07% New 4,785 $323K
Elevation Point Wealth Partners, LLC 0.03% Add +17.9% 4,676 $316K
Panagora Asset Management Inc. 0.00% Reduce -88.7% 4,671 $315K
Net Worth Advisory Group 0.10% Add +1.3% 4,662 $315K
Financial Gravity Companies, Inc. 0.07% New 4,652 $314K
Earned Wealth Advisors, LLC 0.10% Add +35.5% 4,645 $314K
Wrapmanager Inc. 0.08% Reduce -7.0% 4,572 $309K
Clearstead Advisors, LLC 0.00% Reduce -3.8% 4,545 $307K
Curi Capital, LLC 0.01% Reduce -13.0% 4,542 $307K
Sagespring Wealth Partners, LLC 0.01% — 4,533 $306K
Advisory Alpha, LLC 0.01% Reduce -47.7% 4,530 $306K
Fox Run Management, L.L.C. 0.06% New 4,528 $306K
Poinciana Advisors Group, LLC 0.31% — 4,524 $305K
World Investment Advisors 0.01% New 4,496 $304K
Principle Wealth Partners LLC 0.02% Add +3.2% 4,487 $303K
Trueblood Wealth Management, LLC 0.15% Reduce -0.9% 4,465 $301K
GEN Financial Management, INC. 0.20% — 4,457 $301K
iSAM Funds (UK) Ltd 0.22% New 4,437 $300K
Christopher J. Hasenberg, Inc 0.12% Reduce -14.2% 4,409 $298K
SouthState Bank Corp 0.02% Add +5.3% 4,382 $296K
FFT Wealth Management LLC 0.02% Reduce -0.8% 4,377 $296K
Cidel Asset Management Inc. 0.02% Add +5.0% 4,366 $295K
Dark Forest Capital Management LP 0.04% Reduce -25.1% 4,339 $293K
Evergreen Capital Management LLC 0.01% Add +0.3% 4,317 $291K
TCI Wealth Advisors, Inc. 0.02% Add +2.8% 4,307 $291K
Bremer Bank National Association 0.06% Reduce -28.4% 4,306 $291K
Johnson Investment Counsel Inc. 0.00% Add +19.6% 4,301 $290K
First Business Financial Services, Inc. 0.03% Add +30.5% 4,277 $289K
Capital Investment Advisors, LLC 0.01% Reduce -14.0% 4,251 $287K
Horizon Investment Services, LLC 0.12% Add +4.8% 4,238 $286K
Conning Inc. 0.01% Add +8.3% 4,228 $285K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.2% 4,224 $285K
Lake Street Advisors Group, LLC 0.01% Add +13.3% 4,200 $284K
Financial Advisors Network, Inc. 0.05% — 4,199 $284K
Bingham Private Wealth, LLC 0.30% — 4,182 $282K
Wealthspire Advisors, LLC 0.00% New 4,152 $280K
Wesbanco Bank Inc. 0.01% Add +14.8% 4,143 $280K
Machina Capital S.A.S. 0.12% Reduce -83.2% 4,125 $279K
Compound Planning, Inc. 0.01% New 4,122 $278K
Centre Asset Management, LLC 0.06% Add +7.5% 4,098 $277K
Triumph Capital Management 0.09% Reduce -20.3% 4,092 $276K
Ramsay, Stattman, Vela & Price, Inc. 0.05% No change 4,070 $275K
Kozak & Associates, Inc. 0.06% Add +2.1% 4,119 $275K
Atlantic Family Wealth, LLC 0.32% — 4,058 $274K
Buska Wealth Management, LLC 0.09% Reduce -6.5% 4,046 $273K
Graypoint LLC 0.02% Add +29.1% 4,019 $271K
NorthCrest Asset Manangement, LLC 0.01% Add +27.4% 4,018 $271K
JNBA Financial Advisors 0.03% No change 4,016 $271K
Montag A & Associates Inc. 0.01% No change 4,012 $271K
Challenger Wealth Management 0.23% — 4,000 $270K
Catalina Capital Group, LLC 0.09% Add +20.8% 3,982 $269K
Patrick M Sweeney & Associates, Inc. 0.20% Add +1.9% 3,970 $268K
SageView Advisory Group, LLC 0.01% New 3,951 $267K
Global Retirement Partners, LLC 0.01% Add +7.7% 3,943 $266K
Paragon Capital Management LLC 0.14% No change 3,931 $265K
Quarry LP 0.05% Add +361.1% 3,929 $265K
BlueStem Wealth Partners, LLC 0.03% — 3,917 $264K
Moneta Group Investment Advisors LLC 0.00% Add +7.0% 3,901 $263K
Peak Asset Management, LLC 0.05% No change 3,896 $263K
RNC Capital Management LLC 0.01% Add +0.5% 3,881 $262K
Fifth Third Wealth Advisors LLC 0.01% Reduce -2.3% 3,876 $262K
Headinvest, LLC 0.05% Reduce -1.7% 3,875 $262K
FSB Premier Wealth Management, Inc. 0.10% Reduce -0.9% 3,871 $261K
Austin Private Wealth, LLC 0.02% Add +1.5% 3,854 $260K
Walleye Capital LLC 0.00% Reduce -96.8% 3,853 $260K
DORVAL Corp 0.10% Reduce -3.8% 3,842 $259K
Lazari Capital Management, Inc. 0.10% Add +0.2% 3,842 $259K
Ballast Advisors LLC 0.08% Reduce -0.8% 3,832 $259K
OneAscent Financial Services LLC 0.02% New 3,811 $257K
Planning Center, Inc. 0.03% No change 3,805 $257K
Financially Speaking Inc 0.17% — 3,798 $256K
Voleon Capital Management LP 0.02% — 3,797 $256K
Premier Path Wealth Partners, LLC 0.04% New 3,795 $256K
Mgo One Seven LLC 0.01% Reduce -4.8% 3,794 $256K
NewEdge Wealth, LLC 0.00% Add +3.6% 3,794 $256K
Priebe Wealth Holdings LLC 0.17% Add +19.6% 3,764 $254K
Clarius Group, LLC 0.02% Reduce -6.2% 3,740 $253K
Williams Jones Wealth Management, LLC. 0.00% Reduce -1.0% 3,738 $252K
Gries Financial LLC 0.04% Add +21.0% 3,724 $251K
Accel Wealth Management 0.10% Add +0.6% 3,712 $251K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -56.7% 3,689 $249K
Tyche Wealth Partners LLC 0.05% Reduce -5.2% 3,679 $248K
Venture Visionary Partners LLC 0.01% Reduce -18.7% 3,675 $248K
Fortis Group Advisors, LLC 0.05% Add +0.3% 3,659 $247K
Obermeyer Wealth Partners 0.01% No change 3,657 $247K
Scissortail Wealth Management, LLC 0.06% Add +91125.0% 3,649 $246K
Pitcairn Co. 0.01% Reduce -2.3% 3,637 $246K
Capital Advisors Inc. 0.00% New 3,636 $246K
Marcum Wealth, LLC 0.02% Add +7.0% 3,622 $245K
GenTrust, LLC 0.01% Add +4.5% 3,602 $243K
CI Investments Inc. 0.00% Add +4.2% 3,601 $243K
Brass Tax Wealth Management, Inc. 0.05% Add +0.8% 3,570 $241K
Essex Financial Services, Inc. 0.02% Add +1.6% 3,551 $240K
Brighton Jones LLC 0.01% New 3,549 $240K
Avestar Capital, LLC 0.02% Add +10.8% 3,532 $238K
Fortress Financial Group, LLC 0.24% — 3,516 $237K
CoreFirst Bank & Trust 0.14% Reduce -1.3% 3,514 $237K
Sunpointe, LLC 0.12% Reduce -6.7% 3,499 $236K
Avidian Wealth Enterprises, LLC 0.01% Add +13.0% 3,496 $236K
FDx Advisors, Inc. 0.07% Reduce -7.8% 3,459 $234K
Perpetual Ltd 0.00% Add +0.3% 3,460 $234K
Genesis Private Wealth, LLC 0.13% — 3,433 $232K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,432 $232K
LCM Capital Management Inc 0.13% No change 3,426 $231K
WESPAC Advisors, LLC 0.17% Reduce -2.7% 3,425 $231K
Atlanta Consulting Group Advisors, LLC 0.09% Reduce -80.2% 3,413 $230K
Avior Wealth Management, LLC 0.01% Reduce -21.6% 3,412 $230K
Mather Group, Llc. 0.00% Add +15.8% 3,408 $230K
First National Bank Sioux Falls 0.10% No change 3,404 $230K
Old Second National Bank of Aurora 0.05% Reduce -5.4% 3,404 $230K
Peoples Financial Services Corp. 0.11% No change 3,400 $230K
Fidelis Capital Partners, LLC 0.02% Add +2.7% 3,386 $229K
Ariadne Wealth Management, LP 0.10% Reduce -33.0% 3,425 $229K
Vestmark Advisory Solutions, Inc. 0.01% New 3,392 $229K
Windsor Capital Management, LLC 0.07% Add +0.7% 3,375 $228K
Chesley Taft & Associates LLC 0.01% Reduce -12.5% 3,370 $228K
Mystic Asset Management, Inc. 0.06% New 3,352 $226K
Boston Trust Walden Corp 0.00% No change 3,347 $226K
Howe & Rusling Inc. 0.02% No change 3,336 $225K
JPL Wealth Management, LLC 0.06% — 3,323 $224K
Knollwood Investment Advisory, LLC 0.02% No change 3,323 $224K
Cyndeo Wealth Partners, LLC 0.01% Add +6.7% 3,291 $222K
First Heartland Consultants, Inc. 0.02% No change 3,290 $222K
Sabal Trust CO 0.01% Reduce -42.9% 3,283 $222K
Anchor Pointe Wealth Management, LLC 0.29% — 3,276 $221K
Morningstar Investment Management LLC 0.02% No change 3,274 $221K
Kestra Investment Management, LLC 0.01% New 3,266 $221K
Gotham Asset Management 0.00% Add +0.1% 3,245 $219K
USAdvisors Wealth Management, LLC 0.07% Reduce -3.7% 3,237 $218K
Sharkey, Howes & Javer 0.03% New 3,219 $217K
Occidental Asset Management, LLC 0.03% New 3,217 $217K
Concord Asset Management, LLC 0.05% No change 3,201 $216K
Kennedy Capital Management LLC 0.00% Add +0.3% 3,199 $216K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -53.9% 3,183 $215K
Keel Point, LLC 0.02% Reduce -12.6% 3,178 $215K
CRA Financial Services, LLC 0.04% No change 3,177 $215K
Leverty Financial Group, LLC 0.11% No change 3,166 $214K
Aviance Capital Partners, LLC 0.03% Reduce -35.6% 3,163 $214K
Kuhn & Co Investment Counsel 0.18% No change 3,159 $213K
Citizens Financial Group Inc. 0.00% New 3,151 $213K
Centric Wealth Management 0.06% No change 3,150 $213K
HTLF Bank 0.02% Reduce -8.8% 3,145 $212K
UMB Bank, n.a. 0.00% Add +1.2% 3,139 $212K
Sharpepoint LLC 0.19% — 3,124 $211K
Compass Financial Group, INC 0.04% No change 3,079 $208K
Phillips Wealth Planners LLC 0.21% Reduce -0.9% 3,270 $207K
Alteri Wealth LLC 0.06% — 3,068 $207K
CFS Investment Advisory Services, LLC 0.02% New 3,060 $207K
LRI Investments, LLC 0.02% No change 3,037 $205K
St Germain D J Co. Inc. 0.01% Add +40.6% 3,027 $204K
Frank, Rimerman Advisors LLC 0.01% New 3,016 $204K
Avantax Planning Partners, Inc. 0.01% New 3,011 $203K
Meeder Asset Management Inc. 0.01% Reduce -89.8% 3,005 $203K
Panoramic Investment Advisors, LLC 0.13% New 2,971 $201K
GHP Investment Advisors, Inc. 0.01% Reduce -16.6% 2,914 $197K
Cranbrook Wealth Management, LLC 0.05% No change 2,905 $196K
Sound Income Strategies, LLC 0.01% Add +4.8% 2,887 $195K
Trust Co 0.02% No change 2,882 $195K
Broadwater Capital Management LLC 0.15% No change 2,880 $194K
Colonial Trust Co / SC 0.03% Add +14.0% 2,871 $194K
Ossiam 0.00% Reduce -18.6% 2,844 $192K
Cary Street Partners Financial LLC 0.01% — 2,707 $183K
High Note Wealth, LLC 0.05% New 2,694 $182K
Cherry Tree Wealth Management, LLC 0.04% Add +0.3% 2,693 $182K
Rosenberg Matthew Hamilton 0.05% Reduce -34.5% 2,679 $181K
GeoWealth Management, LLC 0.01% Reduce -23.1% 2,594 $175K
Ancora Advisors LLC 0.00% Reduce -18.3% 2,590 $175K
Hilltop National Bank 0.05% No change 2,529 $171K
City State Bank 0.06% Add +43.0% 2,526 $171K
Motco 0.02% Reduce -2.7% 2,517 $170K
Founders Capital Management 0.11% No change 2,500 $169K
Lindbrook Capital, LLC 0.01% Add +16.1% 2,460 $166K
Smithfield Trust Co 0.01% No change 2,401 $163K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 2,376 $160K
Riverview Trust Co 0.14% No change 2,348 $159K
Whipplewood Advisors, LLC 0.09% — 2,346 $158K
MAI Capital Management 0.00% New 2,339 $158K
Sunbelt Securities, Inc. 0.01% Reduce -6.7% 2,310 $156K
Caitong International Asset Management Co., Ltd 0.15% — 2,308 $156K
Marquette Asset Management, LLC 0.03% No change 2,300 $155K
First Command Advisory Services, Inc. 0.00% New 2,281 $154K
WASHINGTON TRUST Co 0.01% Reduce -0.2% 2,266 $153K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,261 $153K
Sentry Investment Management LLC 0.07% Reduce -14.0% 2,245 $152K
Catalyst Capital Advisors LLC 0.00% Add +169.1% 2,247 $152K
Vestor Capital, LLC 0.01% Add +0.5% 2,233 $151K
Whittier Trust Co. 0.00% No change 2,230 $151K
GPS Wealth Strategies Group, LLC 0.02% Reduce -20.4% 2,171 $147K
Hexagon Capital Partners LLC 0.03% Add +39.4% 2,121 $143K
Creative Capital Management Investments LLC 0.06% No change 2,089 $141K
Financial Perspectives, Inc 0.05% No change 2,046 $138K
HM Payson & Co. 0.00% Add +14.3% 2,041 $138K
Wolff Wiese Magana LLC 0.09% Add +0.2% 2,036 $137K
Chilton Capital Management LLC 0.01% No change 2,000 $135K
True Wealth Design, LLC 0.05% Add +0.7% 1,987 $134K
Quadrant Capital Group LLC 0.01% Add +2.9% 1,969 $133K
Brooklyn Investment Group 0.04% Add +10.2% 1,920 $130K
Golden State Wealth Management, LLC 0.02% — 1,871 $126K
Cromwell Holdings LLC 0.07% No change 1,824 $123K
MassMutual Private Wealth & Trust, FSB 0.00% Add +17.5% 1,815 $123K
Eagle Bay Advisors LLC 0.08% Add +3.1% 1,810 $122K
First Community Trust NA 0.09% No change 1,800 $122K
Optiver Holding B.V. 0.00% Add +461.2% 1,779 $120K
Millstone Evans Group, LLC 0.08% — 1,779 $120K
Aspetuck Financial Management LLC 0.09% — 1,760 $119K
Covestor Ltd 0.07% Reduce -39.0% 1,722 $116K
Steph & Co. 0.04% No change 1,713 $116K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,700 $116K
Country Trust Bank 0.00% Add +507.6% 1,677 $113K
PSI Advisors, LLC 0.03% No change 1,629 $110K
Bank of New Hampshire 0.03% No change 1,629 $110K
State of Wyoming 0.01% Reduce -65.4% 1,620 $109K
Tandem Financial, LLC 0.12% — 1,609 $109K
Altshuler Shaham Ltd 0.00% New 1,551 $105K
Colonial Trust Advisors 0.01% Reduce -11.5% 1,545 $104K
Riggs Asset Managment Co. Inc. 0.03% Reduce -3.2% 1,528 $103K
Front Row Advisors LLC 0.04% No change 1,513 $102K
Pinnacle Bancorp, Inc. 0.03% No change 1,497 $101K
Penserra Capital Management LLC 0.00% Add +3029.2% 1,502 $101K
Trust Co. of Vermont 0.00% Add +36.5% 1,476 $100K
Hanson & Doremus Investment Management 0.02% No change 1,459 $99K
North Ridge Wealth Advisors, Inc. 0.06% New 1,356 $92K
Brown Brothers Harriman & Co. 0.00% Add +2.3% 1,355 $91K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,341 $91K
Capital Advisors, Ltd. LLC 0.01% Add +12.6% 1,323 $89K
Burkett Financial Services, LLC 0.04% Add +21.2% 1,309 $88K
IAG Wealth Partners, LLC 0.02% No change 1,276 $86K
Flagship Wealth Advisors, LLC 0.05% — 1,267 $86K
Lee Danner & Bass Inc. 0.01% New 1,258 $85K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,225 $83K
Richardson Financial Services Inc. 0.06% Add +222.7% 1,210 $82K
Delos Wealth Advisors, LLC 0.06% No change 1,200 $81K
Denver PWM, LLC 0.03% Add +0.8% 1,197 $81K
Winch Advisory Services, LLC 0.02% Add +0.8% 1,194 $81K
NBT Bank, N.A. 0.01% No change 1,188 $80K
IFS Advisors, LLC 0.06% Add +20.9% 1,156 $78K
SBI Securities Co., Ltd. 0.00% — 1,131 $76K
Vision Financial Markets LLC 0.08% — 1,110 $75K
Ostrum Asset Management 0.01% Reduce -4.1% 1,100 $74K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,069 $72K
Parkside Financial Bank & Trust 0.01% Add +3.9% 1,057 $71K
Heritage Wealth Advisors 0.00% Add +160.0% 1,040 $70K
North Star Investment Management Corp. 0.00% Reduce -4.8% 1,038 $70K
Washington Trust Advisors, Inc. 0.01% No change 1,030 $70K
Fortitude Family Office, LLC 0.02% No change 1,015 $69K
Hager Investment Management Services, LLC 0.04% — 1,000 $68K
Quent Capital, LLC 0.01% Add +0.9% 971 $66K
Centennial Bank 0.03% No change 947 $64K
Deseret Mutual Benefit Administrators 0.03% No change 936 $63K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $61K
CoreCap Advisors, LLC 0.00% Add +6.2% 897 $61K
Salem Investment Counselors Inc. 0.00% No change 887 $60K
Caldwell Trust Co 0.01% No change 884 $60K
Versant Capital Management, Inc 0.01% Reduce -4.8% 869 $59K
Hoese & Co LLP 0.05% Reduce -89.8% 836 $56K
Creative Financial Designs Inc. 0.00% Add +23.3% 827 $56K
Endeavor Private Wealth, Inc. 0.05% — 805 $54K
Avalon Trust Co 0.00% No change 800 $54K
Oakworth Capital, Inc. 0.00% Add +1860.0% 784 $53K
Itau Unibanco Holding S.A. 0.00% New 769 $52K
Peoples Bank 0.04% No change 765 $52K
Rothschild Investment LLC 0.00% Add +26.0% 731 $49K
Strengthening Families & Communities, LLC 0.03% Add +0.8% 721 $49K
McIlrath & Eck, LLC 0.01% Add +0.8% 710 $48K
Ransom Advisory, Ltd 0.02% No change 702 $47K
First Financial Corp. 0.02% New 688 $46K
SOA Wealth Advisors, LLC. 0.01% No change 676 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +14.3% 662 $45K
West Financial Advisors, LLC 0.01% No change 662 $45K
Addison Advisors LLC 0.01% No change 661 $45K
Lowe Wealth Advisors, LLC 0.02% No change 658 $44K
Kimelman & Baird, LLC 0.00% No change 652 $44K
Coppell Advisory Solutions LLC 0.01% No change 648 $44K
Prestige Wealth Management Group LLC 0.01% No change 631 $43K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -80.6% 629 $42K
Bell Investment Advisors, Inc 0.01% Reduce -0.3% 621 $42K
Continuum Advisory, LLC 0.01% Add +30.2% 617 $42K
Tsfg, LLC 0.01% Add +0.2% 607 $41K
Slocum, Gordon & Co LLP 0.03% No change 600 $41K
MCF Advisors LLC 0.00% Add +566.3% 593 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 580 $39K
Whittier Trust Co. of Nevada Inc. 0.00% No change 580 $39K
Piscataqua Savings Bank 0.03% No change 575 $39K
TruNorth Capital Management, LLC 0.01% No change 557 $38K
Bfsg, LLC 0.00% Reduce -48.9% 547 $37K
Edge Capital Group, LLC 0.00% New 208,333 $37K
CVA Family Office, LLC 0.01% Add +145.2% 532 $36K
Luken Investment Analytics, LLC 0.02% No change 526 $36K
Hemington Wealth Management 0.01% Add +8.1% 523 $35K
Tower View Wealth Management LLC 0.02% Add +1.0% 515 $35K
Crews Bank & Trust 0.01% — 504 $34K
Elgethun Capital Management 0.01% Reduce -80.2% 503 $34K
Asset Dedication, LLC 0.00% Reduce -92.3% 500 $34K
Archer Investment Corp 0.01% No change 500 $34K
Monetary Management Group Inc. 0.01% No change 500 $34K
Canopy Partners, LLC 0.01% Add +8.0% 497 $34K
Elevation Wealth Partners, LLC 0.01% No change 494 $33K
GS Investments, Inc. 0.01% No change 484 $33K
Bruce G. Allen Investments, LLC 0.03% Reduce -1.1% 472 $32K
Tidemark, LLC 0.01% No change 465 $31K
Adirondack Trust Co. 0.01% Reduce -17.3% 465 $31K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $28K
Pacific Capital Wealth Advisors, Inc. 0.00% Reduce -4.7% 407 $27K
Fairway Wealth LLC 0.01% New 400 $27K
Strategic Investment Solutions, Inc. 0.01% No change 400 $27K
Sierra Ocean, LLC 0.02% — 384 $26K
Glen Eagle Advisors, LLC 0.00% Add +16.7% 350 $24K
Global Financial Private Client, LLC 0.01% Add +3.0% 349 $24K
LGT Financial Advisors LLC 0.05% No change 348 $24K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $23K
GW&K Investment Management, LLC 0.00% No change 347 $23K
South Plains Financial, Inc. 0.02% — 333 $22K
Webster Bank, N. A. 0.00% No change 325 $22K
Bangor Savings Bank 0.00% Reduce -15.3% 320 $22K
Richard W. Paul & Associates, LLC 0.01% Reduce -0.3% 315 $21K
Criterion Capital Advisors, LLC 0.01% No change 396 $21K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -23.4% 301 $20K
Capital Analysts, LLC 0.00% No change 297 $20K
Main Street Group, LTD 0.01% Reduce -49.9% 295 $20K
BOK Financial Private Wealth, Inc. 0.00% No change 281 $19K
Fairscale Capital, LLC 0.02% No change 277 $19K
Gables Capital Management Inc. 0.01% No change 264 $18K
Curio Wealth, LLC 0.01% — 259 $17K
JFS Wealth Advisors, LLC 0.00% No change 257 $17K
Salomon & Ludwin, LLC 0.00% Reduce -8.6% 256 $17K
Mb, Levis & Associates, LLC 0.01% New 250 $17K
Armstrong Advisory Group, Inc. 0.00% No change 245 $17K
Nemes Rush Group LLC 0.00% Add +0.8% 239 $16K
ORG Partners LLC 0.00% Add +25.5% 236 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $16K
MV Capital Management, Inc. 0.00% Add +12.0% 234 $16K
Spurstone Advisory Services, LLC 0.30% — 233 $16K
Laurel Wealth Advisors LLC 0.00% No change 230 $16K
Global Wealth Strategies & Associates 0.00% No change 228 $15K
Greenline Partners, LLC 0.00% New 226 $15K
Stonebridge Financial Group, LLC 0.00% — 226 $15K
TD Waterhouse Canada Inc. 0.00% Add +125.0% 225 $15K
Loomis Sayles & Co. L P 0.00% New 228 $15K
Caitlin John, LLC 0.01% No change 221 $15K
Atticus Wealth Management, LLC 0.00% No change 220 $15K
WFA Asset Management Corp 0.01% Add +0.5% 206 $14K
Stuart Chaussee & Associates, Inc. 0.00% No change 202 $14K
Prudent Man Investment Management, Inc. 0.01% — 200 $14K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 192 $13K
DiNuzzo Private Wealth, Inc. 0.00% No change 191 $13K
Sugarloaf Wealth Management, LLC 0.00% No change 186 $13K
Medallion Wealth Advisors, LLC 0.01% — 184 $12K
Beacon Capital Management, LLC 0.00% Add +20.7% 175 $12K
Sittner & Nelson, LLC 0.00% No change 169 $11K
Parvin Asset Management, LLC 0.01% — 158 $11K
Rialto Wealth Management, LLC 0.00% — 150 $10K
Valley National Advisers Inc. 0.00% Add +3.2% 160 $10K
MilWealth Group LLC 0.00% No change 148 $10K
Carolinas Wealth Consulting LLC 0.00% Add +36.5% 146 $10K
Dunhill Financial, LLC 0.00% Add +25.0% 140 $9K
Future Financial Wealth Managment LLC 0.01% No change 129 $9K
Frazier Financial Advisors, LLC 0.01% Add +0.8% 124 $8K
Financial Management Professionals, Inc. 0.00% No change 124 $8K
Atlas Capital Advisors Inc. 0.00% Add +1250.0% 108 $7K
Sugar Maple Asset Management, LLC 0.01% New 105 $7K
Avion Wealth 0.00% Add +12.2% 110 $7K
Valued Wealth Advisors LLC 0.00% Add +7.5% 100 $7K
Transce3nd, LLC 0.00% — 100 $7K
Duncker Streett & Co. Inc. 0.00% No change 100 $7K
Tributary Capital Management, LLC 0.00% No change 99 $7K
DT Investment Partners, LLC 0.00% No change 98 $7K
Harbor Investment Advisory, LLC 0.00% No change 97 $7K
Red Tortoise LLC 0.00% No change 95 $6K
Abound Wealth Management 0.00% Reduce -1.1% 90 $6K
Summit Securities Group LLC 0.00% New 90 $6K
Independence Bank of Kentucky 0.00% New 90 $6K
Aspect Partners, LLC 0.00% Add +8.5% 89 $6K
WR Wealth Planners, LLC 0.00% Add +7.8% 83 $6K
Raffa Wealth Management, LLC 0.00% Add +40.4% 80 $5K
Private Wealth Management Group, LLC 0.00% No change 78 $5K
Great Lakes Advisors, LLC 0.00% No change 78 $5K
Central Pacific Bank - Trust Division 0.00% No change 76 $5K
WPG Advisers, LLC 0.00% — 75 $5K
Mascoma Wealth Management LLC 0.00% No change 75 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -93.3% 77 $5K
FPC Investment Advisory, Inc. 0.00% New 74 $5K
Pittenger & Anderson Inc. 0.00% No change 72 $5K
Westside Investment Management, Inc. 0.00% Reduce -86.6% 66 $4K
Sachetta, LLC 0.00% Reduce -7.5% 62 $4K
Grove Bank & Trust 0.00% New 61 $4K
E Fund Management (Hong Kong) Co., Ltd. 0.00% Add +1275.0% 55 $4K
TFC Financial Management, Inc. 0.00% No change 57 $4K
Anchor Investment Management, LLC 0.00% No change 48 $3K
Cornerstone Planning Group LLC 0.00% Add +12.2% 46 $3K
Pacifica Partners Inc. 0.00% No change 45 $3K
Granite FO LLC 0.00% No change 39 $3K
Conquis Financial LLC 0.00% — 35 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 34 $2K
Highline Wealth Partners LLC 0.00% Add +325.0% 34 $2K
Holos Integrated Wealth LLC 0.00% — 33 $2K
Clark Wealth Partners 0.00% — 32 $2K
SJS Investment Consulting Inc. 0.00% Reduce -6.1% 31 $2K
MPWM Advisory Solutions, LLC 0.00% — 30 $2K
Key Financial Inc 0.00% No change 29 $2K
Trifecta Capital Advisors, LLC 0.00% No change 28 $2K
WealthTrak Capital Management LLC 0.00% — 25 $2K
NewSquare Capital LLC 0.00% New 22 $1K
Quest 10 Wealth Builders, Inc. 0.00% — 21 $1K
POM Investment Strategies, LLC 0.00% No change 21 $1K
Core Alternative Capital 0.00% No change 18 $1K
Cape Investment Advisory, Inc. 0.00% New 16 $1K
Creekmur Asset Management LLC 0.00% No change 16 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -30.0% 7 $1K
TD Capital Management LLC 0.00% New 14 $945
JDM Financial Group LLC 0.00% No change 13 $878
West Paces Advisors Inc. 0.00% No change 13 $878
HHM Wealth Advisors, LLC 0.00% New 11 $743
Physician Wealth Advisors, Inc. 0.00% New 11 $743
Capital A Wealth Management, LLC 0.00% — 10 $675
Principia Wealth Advisory, LLC 0.00% — 10 $675
Nvwm, LLC 0.00% No change 10 $675
Winnacle Wealth LLC 0.00% — 10 $673
YANKCOM Partnership 0.00% — 7 $473
Rakuten Securities, Inc. 0.00% Reduce -50.0% 6 $405
Parkworth Wealth Management, Inc. 0.00% — 5 $338
Chesapeake Asset Management LLC 0.00% No change 5 $337
Activest Wealth Management 0.00% New 4 $270
Bellwether Advisors, LLC 0.00% New 4 $270
Lanark Financial, Inc. 0.02% — 3 $214
REAP Financial Group, LLC 0.00% New 1 $34

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