Xcel EnergyXEL

13F holders, Q1 2025 (March 31)
1,135holders +22
111new positions
84sold out
7famous investors
$70.84avg. 13F price*

At the end of Q1 2025, 1,135 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 22 from Q4 2024. 111 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock, Inc. ($3.5B) and State Street Corp. ($2.4B). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions111$211.3M
Exits84$253.2M

All 13F filers, Q4 2024 → Q1 2025: 31,665,135 shares bought and 26,608,641 shares sold, net +5,056,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,135 holders

Vanguard Group Inc. 0.10% Add +1.3% 74,818,158 $5.3B
BlackRock, Inc. 0.07% Add +2.9% 49,231,046 $3.5B
State Street Corp. 0.10% Reduce -7.0% 34,017,467 $2.4B
T. Rowe Price Associates Inc. 0.23% Add +31.0% 25,809,978 $1.8B
Bank of America Corp. 0.15% Add +16.1% 24,104,477 $1.7B
JPMorgan Chase & Co. 0.11% Add +7.9% 20,811,241 $1.5B
Massachusetts Financial Services Co. 0.40% Reduce -3.6% 16,973,454 $1.2B
Geode Capital Management, LLC 0.09% Add +3.6% 15,731,101 $1.1B
Aristotle Capital Management, LLC 1.85% Reduce -2.8% 13,110,139 $928.1M
Morgan Stanley 0.03% Reduce -14.0% 6,267,231 $443.7M
Barrow Hanley Mewhinney & Strauss LLC 1.61% Reduce -5.0% 6,248,535 $442.3M
Goldman Sachs Group Inc. 0.08% Reduce -19.9% 6,193,952 $438.5M
FMR LLC 0.03% Reduce -6.6% 6,170,904 $436.8M
Northern Trust Corp. 0.06% Add +5.8% 5,967,952 $422.5M
Invesco Ltd. 0.08% Add +0.6% 5,711,917 $404.3M
Franklin Resources Inc. 0.11% Add +0.8% 5,478,019 $387.8M
Pictet Asset Management Holding SA 0.43% Add +11.8% 5,454,703 $386.1M
Legal & General Group Plc 0.10% Add +4.0% 5,240,933 $371.0M
Barclays PLC 0.15% Add +105.9% 4,802,024 $339.9M
Zimmer Partners, LP 5.92% Add +12.4% 4,121,950 $291.8M
Newport Trust Company, LLC 0.73% Reduce -1.9% 4,027,468 $285.1M
Victory Capital Management Inc. 0.29% Reduce -21.7% 3,991,391 $282.6M
Bank of New York Mellon Corp 0.05% Reduce -1.4% 3,725,726 $263.7M
Charles Schwab Investment Management Inc. 0.05% Add +1.4% 3,677,314 $260.3M
Capital Research Global Investors 0.05% Add +0.6% 3,409,967 $241.4M
Mitsubishi UFJ Trust & Banking Corp 0.60% Reduce -8.0% 3,233,008 $228.9M
Royal Bank of Canada 0.05% Reduce -0.3% 3,215,285 $227.6M
Brookfield Corp 0.28% Add +4.5% 2,928,597 $207.3M
Nordea Investment Management AB 0.22% Reduce -11.4% 2,911,597 $206.8M
American Century Companies Inc. 0.13% Reduce -9.1% 2,874,236 $203.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +4.9% 2,637,094 $186.7M
Federated Hermes, Inc. 0.39% Add +3.6% 2,568,340 $181.8M
California Public Employees Retirement System 0.13% Reduce -2.0% 2,563,296 $181.5M
First Trust Advisors LP 0.16% Add +26.7% 2,479,797 $175.5M
Principal Financial Group Inc. 0.10% Reduce -2.0% 2,425,991 $171.7M
Millennium Management 0.17% Add +25.2% 2,418,630 $171.2M
Reaves W H & Co. Inc. 4.15% Add +58.0% 2,300,559 $162.9M
Ameriprise Financial Inc. 0.04% Add +0.1% 2,296,941 $162.6M
Nuveen, LLC 0.05% — 2,196,779 $155.5M
Magellan Asset Management Ltd 1.78% Reduce -13.6% 2,073,305 $146.8M
ExodusPoint Capital Management, LP 1.88% Add +21.9% 2,018,578 $142.9M
Duff & Phelps Investment Management Co. 1.64% No change 1,976,451 $139.9M
Russell Investments Group, Ltd. 0.19% Reduce -0.1% 1,955,496 $138.4M
Dimensional Fund Advisors LP 0.03% Add +1.2% 1,939,354 $137.3M
Electron Capital Partners, LLC 9.74% Add +93.7% 1,921,636 $136.0M
UBS Group AG 0.03% Reduce -13.2% 1,916,054 $135.6M
Wells Fargo & Company 0.03% Add +3.0% 1,845,329 $130.6M
Deutsche Bank AG 0.05% Add +34.0% 1,794,883 $127.1M
BNP Paribas Financial Markets 0.09% Add +11.7% 1,724,433 $122.1M
AQR Capital Management 0.12% Reduce -27.3% 1,661,486 $117.6M
Swiss National Bank 0.08% Add +2.8% 1,619,600 $114.7M
Macquarie Group Ltd. 0.14% Reduce -18.3% 1,619,478 $114.6M
Jennison Associates LLC 0.08% Reduce -3.7% 1,608,928 $113.9M
Amundi 0.04% Add +116.0% 1,556,188 $112.3M
LPL Financial LLC 0.04% Add +11.3% 1,541,570 $109.1M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +3.4% 1,501,227 $106.3M
CBRE Investment Management Listed Real Assets LLC 1.59% Add +33.2% 1,455,038 $103.0M
Envestnet Asset Management Inc. 0.03% Add +2.5% 1,354,268 $95.9M
Raymond James Financial Inc. 0.03% Add +1.5% 1,257,622 $89.0M
Stifel Financial Corp. 0.09% Reduce -0.5% 1,247,884 $88.3M
Sei Investments Co. 0.11% Reduce -0.8% 1,215,618 $86.1M
HSBC Holdings PLC 0.05% Reduce -14.6% 1,120,381 $79.2M
National Bank of Canada 0.09% Reduce -11.3% 1,101,995 $78.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.46% Add +0.7% 1,096,918 $77.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +13.3% 1,083,471 $76.7M
Energy Income Partners, LLC 1.42% Add +3.2% 1,048,712 $74.2M
Rhumbline Advisers 0.07% Add +4.8% 1,023,374 $72.4M
Janus Henderson Group PLC 0.04% Reduce -74.3% 1,034,220 $72.1M
Regions Financial Corp. 0.53% Add +4.0% 1,012,871 $71.7M
Brandywine Global Investment Management, LLC 0.48% Reduce -18.3% 924,036 $65.4M
Citigroup Inc. 0.05% Add +28.1% 909,876 $64.4M
Cohen & Steers, Inc. 0.12% Add +28.7% 882,551 $62.5M
ProShare Advisors LLC 0.14% Add +13.0% 862,101 $61.0M
Allianz Asset Management GmbH 0.09% Reduce -6.2% 823,553 $58.3M
Adage Capital Partners Gp, L.L.C. 0.10% Add +44.3% 774,042 $54.8M
HITE Hedge Asset Management LLC 3.27% Add +13.0% 742,163 $52.5M
Bank of Montreal 0.03% Reduce -19.5% 707,114 $50.1M
Vaughan David Investments LLC 1.15% Add +0.7% 693,248 $49.1M
California State Teachers Retirement System 0.06% Add +2.3% 679,925 $48.1M
Anchor Capital Advisors LLC 1.36% Add +48.6% 644,719 $45.6M
Alliancebernstein L.P. 0.02% Reduce -10.2% 642,026 $45.4M
National Pension Service 0.04% Add +3.1% 637,056 $45.1M
Aventail Capital Group, LP 2.00% Add +0.5% 572,219 $40.5M
State Board of Administration of Florida Retirement System 0.08% Add +0.6% 569,132 $40.3M
Renaissance Technologies 0.06% Add +203.7% 567,600 $40.2M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.2% 560,661 $39.7M
Gabelli Funds LLC 0.30% Reduce -0.5% 539,916 $38.2M
New York State Common Retirement Fund 0.06% Add +121.9% 533,798 $37.8M
Caisse de depot et placement du Quebec 0.08% New 529,837 $37.5M
Old Republic International Corp. 1.44% Add +1.3% 522,200 $37.0M
Canada Pension Plan Investment Board 0.03% Reduce -53.6% 486,417 $34.4M
Wealth Enhancement Advisory Services, LLC 0.06% Add +18.3% 472,344 $33.4M
Two Sigma Investments, LP 0.08% Reduce -48.2% 470,699 $33.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +7.1% 469,159 $33.2M
Two Sigma Advisers, LP 0.07% Reduce -27.5% 462,900 $32.8M
Korea Investment CORP 0.08% Reduce -3.9% 454,373 $32.2M
Jupiter Asset Management Ltd. 0.29% New 421,963 $29.9M
New York State Teachers Retirement System 0.07% Reduce -4.8% 415,222 $29.4M
Burkehill Global Management, LP 2.17% Reduce -59.0% 410,000 $29.0M
Treasurer of the State of North Carolina 0.11% Add +2.7% 401,758 $28.4M
Lazard Asset Management LLC 0.05% Add +3.2% 393,782 $27.9M
Mackenzie Financial Corp. 0.04% Add +172.7% 393,507 $27.9M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Reduce -46.7% 389,799 $27.6M
State of Wisconsin Investment Board 0.07% Add +7.5% 380,699 $26.9M
Mairs & Power Inc. 0.28% Reduce -0.3% 374,314 $26.5M
Teilinger Capital Ltd. 25.49% Add +44.0% 360,000 $25.5M
Ensign Peak Advisors, Inc 0.05% Add +4.9% 352,987 $25.0M
US Bancorp \de 0.03% Reduce -2.9% 333,239 $23.6M
CANADA LIFE ASSURANCE Co 0.04% Add +3.8% 311,727 $22.1M
Prudential Financial Inc. 0.03% Reduce -3.8% 311,975 $22.1M
Creative Planning 0.02% Add +3.1% 307,601 $21.8M
Arrowstreet Capital, Limited Partnership 0.02% New 307,555 $21.8M
Cerity Partners LLC 0.04% Add +10.1% 305,905 $21.7M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.0% 302,676 $21.4M
Public Employees Retirement System of Ohio 0.08% Add +15.9% 302,061 $21.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Reduce -3.0% 297,998 $21.1M
Associated Banc-Corp 0.63% Reduce -1.3% 291,193 $20.6M
SummitTX Capital, L.P. 0.90% — 289,469 $20.5M
Hudson Bay Capital Management LP 0.15% Reduce -47.2% 285,325 $20.2M
Natixis Advisors, LLC 0.04% Add +53.8% 279,146 $19.8M
Aware Super Pty Ltd as trustee of Aware Super 0.33% Reduce -51.9% 272,248 $19.3M
Yaupon Capital Management LP 1.38% Reduce -73.4% 265,793 $18.8M
Sone Capital Management, LLC 1.89% New 259,175 $18.3M
Commonwealth Equity Services, LLC 0.03% Add +5.0% 258,802 $18.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +39.3% 260,757 $18.2M
Asset Management One Co., Ltd. 0.06% Add +6.9% 254,262 $18.0M
Beck Bode, LLC 3.35% Add +1.2% 254,148 $18.0M
CIBC Asset Management Inc 0.06% Add +0.4% 250,745 $17.8M
SIR Capital Management, L.P. 1.48% Add +48.4% 238,059 $16.9M
Voloridge Investment Management, LLC 0.06% Add +88.5% 237,348 $16.8M
Allworth Financial LP 0.09% Reduce -3.6% 238,567 $16.8M
Rafferty Asset Management, LLC 0.07% Reduce -7.7% 235,418 $16.7M
Truist Financial Corp. 0.03% Add +0.4% 235,328 $16.7M
Nomura Asset Management Co. Ltd. 0.05% Add +9.0% 231,836 $16.4M
PNC Financial Services Group, Inc. 0.01% Add +2.1% 229,703 $16.3M
Guggenheim Capital LLC 0.15% Reduce -2.1% 227,056 $16.1M
Capital Fund Management S.A. 0.20% Add +889.7% 226,361 $16.0M
TD Asset Management Inc 0.01% Add +1.0% 225,394 $16.0M
Nissay Asset Management Corp. /Japan 0.10% Add +9.4% 223,039 $15.8M
Toronto Dominion Bank 0.04% Reduce -33.1% 218,773 $15.5M
Qube Research & Technologies Ltd 0.02% Add +68.8% 213,468 $15.1M
Blue Chip Partners, LLC 1.28% Add +4.2% 208,941 $14.8M
Quantinno Capital Management LP 0.09% Add +44.9% 205,612 $14.6M
State of Tennessee, Department of Treasury 0.06% Add +9.1% 203,990 $14.4M
Gradient Investments LLC 0.29% Reduce -2.9% 201,047 $14.2M
Voya Investment Management LLC 0.02% Reduce -2.8% 201,000 $14.2M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -7.2% 199,655 $14.1M
Resona Asset Management Co.,Ltd. 0.08% Add +9.6% 197,047 $13.9M
Bruce & Co., Inc. 4.43% No change 194,500 $13.8M
Nearwater Capital Markets, Ltd 0.39% No change 193,963 $13.7M
Aberdeen Group plc 0.03% Add +2.3% 194,849 $13.7M
Marshall Wace, LLP 0.02% Add +233.1% 193,354 $13.7M
State of New Jersey Common Pension Fund D 0.06% Reduce -4.2% 191,234 $13.5M
Kayne Anderson Capital Advisors LP 0.30% Reduce -18.5% 190,758 $13.5M
Man Group plc 0.04% Add +452.0% 185,521 $13.1M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.31% Reduce -23.2% 182,510 $12.9M
Van Eck Associates Corp. 0.02% Add +1.6% 181,810 $12.9M
Wedge Capital Management L L P 0.24% Reduce -2.4% 178,621 $12.6M
Credit Agricole S A 0.05% Add +8.3% 175,785 $12.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -8.4% 174,048 $12.3M
Corebridge Financial, Inc. 0.07% Reduce -3.0% 168,139 $11.9M
Ilmarinen Mutual Pension Insurance Co 0.10% Add +7.4% 167,000 $11.8M
Arizona State Retirement System 0.07% Add +2.5% 166,027 $11.8M
Cetera Investment Advisers 0.02% Add +3.6% 162,934 $11.5M
Commerce Bank 0.07% Reduce -4.6% 160,519 $11.4M
Viking Fund Management LLC 1.63% No change 160,000 $11.3M
Calamos Advisors LLC 0.08% Add +1.1% 159,163 $11.3M
Kettle Hill Capital Management, LLC 3.08% New 158,507 $11.2M
Susquehanna Fundamental Investments, LLC 0.19% Reduce -41.8% 156,092 $11.0M
State of Michigan Retirement System 0.06% Reduce -0.1% 155,794 $11.0M
Public Sector Pension Investment Board 0.05% Reduce -48.6% 153,532 $10.9M
Allspring Global Investments Holdings, LLC 0.02% Reduce -0.2% 153,151 $10.8M
Assetmark, Inc. 0.03% Add +2.5% 149,189 $10.6M
MetLife Investment Management, LLC 0.06% Reduce -1.9% 149,156 $10.6M
Empower Advisory Group, LLC 0.03% Add +0.2% 147,265 $10.4M
Leeward Investments, LLC - MA 0.55% New 146,635 $10.4M
Comerica Bank 0.04% Reduce -1.6% 146,276 $10.4M
Osaic Holdings, Inc. 0.02% Reduce -3.1% 143,785 $10.2M
Mariner, LLC 0.02% Add +4.0% 140,637 $10.0M
Wealthfront Advisers LLC 0.03% Add +1.6% 140,296 $9.9M
Jefferies Financial Group Inc. 0.18% Add +615.0% 140,288 $9.9M
Janney Montgomery Scott LLC 0.03% Add +2.5% 137,451 $9.7M
Martingale Asset Management L P 0.25% Add +4.3% 136,343 $9.7M
Zions Bancorporation, National Association 0.61% — 135,772 $9.6M
Reinhart Partners, Llc. 0.35% Reduce -7.7% 135,031 $9.6M
RWC Asset Management LLP 0.60% Reduce -11.6% 133,596 $9.5M
Czech National Bank 0.09% Add +5.9% 131,894 $9.3M
Dean Investment Associates, LLC 1.38% Reduce -4.7% 131,757 $9.3M
Worldquant Millennium Advisors LLC 0.06% Reduce -36.7% 130,092 $9.2M
Corient Private Wealth LP 0.01% Reduce -3.1% 130,004 $9.2M
Cresset Asset Management, LLC 0.05% Add +1098.0% 128,618 $9.2M
IFM Investors Pty Ltd 0.10% Reduce -22.2% 125,297 $8.9M
Daiwa Securities Group Inc. 0.04% Add +4.0% 123,977 $8.8M
Retirement Systems of Alabama 0.03% Reduce -0.8% 123,397 $8.7M
NEOS Investment Management LLC 0.17% Add +77.5% 122,935 $8.7M
GF Fund Management Co. LTD. 0.19% Add +7.8% 117,263 $8.3M
MUFG Securities EMEA plc 0.21% Reduce -22.0% 116,999 $8.3M
First National Bank of Omaha 0.56% Reduce -2.4% 115,648 $8.2M
Forsta Ap-Fonden 0.06% Reduce -43.9% 114,900 $8.1M
Hennessy Advisors Inc. 0.27% Reduce -4.6% 114,499 $8.1M
Amalgamated Bank 0.07% Add +1.0% 113,366 $8.0M
Illinois Municipal Retirement Fund 0.12% Reduce -46.0% 111,919 $7.9M
Captrust Financial Advisors 0.02% Add +4.7% 111,325 $7.9M
&partners 0.08% Add +4.8% 112,316 $7.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +2.9% 109,819 $7.8M
BTC Capital Management, Inc. 0.70% Add +0.8% 108,730 $7.7M
Decade Renewable Partners LP 5.71% Add +4.9% 105,599 $7.5M
Contravisory Investment Management, Inc. 1.57% New 105,171 $7.4M
Polymer Capital Management (US) LLC 2.25% Reduce -1.7% 105,116 $7.4M
Focus Financial Network, Inc. 0.30% Reduce -5.0% 103,897 $7.4M
HighTower Advisors, LLC 0.01% Add +13.9% 103,240 $7.3M
O'shaughnessy Asset Management, LLC 0.06% Add +0.6% 101,743 $7.2M
BTG Pactual Asset Management US LLC 0.93% Add +4.0% 101,528 $7.2M
Oliver Luxxe Assets LLC 1.30% Add +2.9% 98,721 $7.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.1% 97,336 $6.9M
AXA S.A. 0.02% Add +64.5% 95,882 $6.8M
M&T Bank Corp 0.02% Reduce -8.8% 95,629 $6.8M
Calydon Capital 1.26% Add +2.8% 95,581 $6.8M
Utah Retirement Systems 0.08% No change 95,398 $6.8M
ING Groep NV 0.05% Add +352.8% 94,513 $6.7M
Opus Investment Management Inc. 4.63% No change 91,709 $6.5M
Alaska Permanent Fund Corp 0.09% No change 90,714 $6.4M
DekaBank Deutsche Girozentrale 0.01% Reduce -0.5% 92,571 $6.4M
Abn Amro Investment Solutions 0.13% Reduce -2.4% 88,600 $6.3M
Palisade Asset Management, LLC 0.64% No change 87,588 $6.2M
Hudson Edge Investment Partners Inc. 1.25% Reduce -1.6% 86,776 $6.1M
Agf Management Ltd. 0.03% Reduce -1.9% 86,429 $6.1M
Teacher Retirement System of Texas 0.02% Add +1508.8% 83,947 $5.9M
Squarepoint Ops LLC 0.01% Reduce -57.4% 83,631 $5.9M
Police & Firemen's Retirement System of New Jersey 0.06% No change 83,627 $5.9M
Pathstone Holdings, LLC 0.03% Add +5.0% 83,306 $5.9M
Intact Investment Management Inc. 0.20% No change 81,700 $5.8M
Investment Management Corp of Ontario 0.12% Reduce -7.6% 81,599 $5.8M
Shelton Capital Management 0.14% No change 80,198 $5.7M
Verition Fund Management LLC 0.03% Reduce -93.8% 79,430 $5.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.3% 78,893 $5.6M
Xponance LLC 0.05% Reduce -0.3% 78,676 $5.6M
Yousif Capital Management, LLC 0.06% Reduce -1.1% 77,803 $5.5M
First PREMIER Bank 1.38% No change 76,994 $5.5M
New York Life Investment Management LLC 0.06% Reduce -0.2% 76,602 $5.4M
Mercer Global Advisors Inc. 0.01% Reduce -7.2% 75,814 $5.4M
Harvest Fund Management Co., Ltd 0.26% Add +87.7% 77,709 $5.3M
MML Investors Services, LLC 0.02% Add +2.4% 74,829 $5.3M
Ieq Capital, LLC 0.04% Reduce -38.1% 73,403 $5.2M
Susquehanna International Group, LLP 0.01% Reduce -77.4% 73,061 $5.2M
Louisiana State Employees Retirement System 0.10% Add +0.1% 72,900 $5.2M
Rakuten Investment Management, Inc. 0.02% — 73,474 $5.1M
USS Investment Management Ltd 0.04% Reduce -48.6% 70,878 $5.0M
Balyasny Asset Management L.P. 0.01% New 70,780 $5.0M
Cwm, LLC 0.02% Reduce -14.5% 70,739 $5.0M
DAVENPORT & Co LLC 0.03% Add +6.7% 70,125 $5.0M
Bogart Wealth, LLC 0.23% Reduce -1.1% 70,054 $5.0M
American Assets Investment Management, LLC 0.43% No change 70,000 $5.0M
Sourcerock Group LLC 0.28% Reduce -57.2% 70,000 $5.0M
Cibc World Markets Corp. 0.04% Reduce -32.5% 69,265 $4.9M
State of Alaska, Department of Revenue 0.05% Add +2.7% 67,275 $4.8M
Los Angeles Capital Management LLC 0.02% No change 67,038 $4.7M
Vestcor Inc 0.16% Add +9.1% 66,904 $4.7M
Bank of Nova Scotia 0.01% Reduce -70.7% 66,895 $4.7M
Mutual of America Capital Management LLC 0.05% Reduce -2.9% 66,769 $4.7M
NewEdge Advisors, LLC 0.03% Add +3.8% 65,102 $4.6M
Atria Investments, Inc 0.06% Reduce -24.6% 63,673 $4.5M
iA Global Asset Management Inc. 0.08% Add +2.2% 63,245 $4.5M
Focus Partners Wealth 0.01% Add +13.5% 62,862 $4.5M
Intech Investment Management LLC 0.05% Reduce -29.4% 62,785 $4.4M
Nisa Investment Advisors, LLC 0.02% Add +9.8% 61,516 $4.4M
Westpac Banking Corp. 0.32% Add +205.4% 61,838 $4.4M
Rockefeller Capital Management L.P. 0.01% Add +8.3% 59,975 $4.2M
Profund Advisors LLC 0.18% Reduce -19.1% 59,933 $4.2M
Bridge Creek Capital Management LLC 1.29% Reduce -0.2% 57,972 $4.1M
First Bank & Trust 0.79% Reduce -3.6% 57,962 $4.1M
Mediolanum International Funds Ltd 0.06% Reduce -10.7% 58,733 $4.1M
Pacer Advisors, Inc. 0.01% Reduce -25.1% 57,248 $4.1M
Public Employees Retirement Association of Colorado 0.02% No change 55,789 $3.9M
Morton Community Bank 1.03% Reduce -0.3% 55,317 $3.9M
Larson Financial Group LLC 0.18% Reduce -20.9% 54,113 $3.8M
Ameritas Investment Partners, Inc. 0.13% Add +3.7% 53,343 $3.8M
TD Private Client Wealth LLC 0.10% Add +3.9% 53,336 $3.8M
Sanctuary Advisors, LLC 0.03% Reduce -37.0% 53,267 $3.8M
SPX Gestao de Recursos Ltda 0.48% New 52,500 $3.7M
Private Advisor Group, LLC 0.02% Reduce -2.7% 52,464 $3.7M
Schroder Investment Management Group 0.00% Add +9.3% 53,093 $3.7M
Stiles Financial Services Inc 1.42% Add +2.2% 52,265 $3.7M
Meyer Handelman Co. 0.13% Reduce -3.1% 52,006 $3.7M
Vanguard Personalized Indexing Management, LLC 0.05% Add +4.5% 51,206 $3.6M
UniSuper Management Pty Ltd 0.03% Add +1.8% 50,763 $3.6M
Gallo Partners, LP 2.37% New 50,058 $3.5M
Oregon Public Employees Retirement Fund 0.07% Add +0.3% 49,368 $3.5M
Woodline Partners LP 0.02% Add +40.7% 48,515 $3.4M
KBC Group NV 0.01% Add +3.9% 47,909 $3.4M
Metis Global Partners, LLC 0.10% Add +13.4% 47,810 $3.4M
Kestra Advisory Services, LLC 0.02% Reduce -4.5% 47,699 $3.4M
Lanark Financial, Inc. 0.28% — 46,436 $3.3M
Mizuho Securities USA LLC 0.07% Reduce -15.5% 45,979 $3.3M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -22.6% 45,596 $3.2M
Swiss Life Asset Management Ltd 0.02% Add +16.2% 44,510 $3.2M
Teachers Retirement System of the State of Kentucky 0.03% Add +7.4% 44,344 $3.1M
Edgestream Partners, L.P. 0.11% New 44,175 $3.1M
SG Americas Securities, LLC 0.01% New 44,166 $3.1M
Fifth Third Bancorp 0.01% Add +1.7% 42,748 $3.0M
Avantax Advisory Services, Inc. 0.02% Add +20.6% 42,125 $3.0M
Thrivent Financial for Lutherans 0.01% Reduce -88.8% 42,201 $3.0M
Integrated Advisors Network LLC 0.15% New 41,538 $2.9M
Integrated Wealth Concepts LLC 0.03% Reduce -11.9% 40,799 $2.9M
Norinchukin Bank, The 0.05% Add +45.2% 40,608 $2.9M
Boothbay Fund Management, LLC 0.10% Reduce -31.3% 40,278 $2.9M
Campbell & CO Investment Adviser LLC 0.22% New 40,252 $2.8M
Aptus Capital Advisors, LLC 0.03% Reduce -1.9% 40,199 $2.8M
Proquility Private Wealth Partners, LLC 0.88% Add +0.5% 40,141 $2.8M
Aster Capital Management (DIFC) Ltd 0.52% New 39,327 $2.8M
Siemens Fonds Invest GmbH 0.19% Reduce -1.5% 39,631 $2.8M
Kentucky Retirement Systems 0.08% Add +2.4% 39,244 $2.8M
QRG Capital Management, Inc. 0.03% Add +7.6% 39,046 $2.8M
Navellier & Associates Inc. 0.38% New 38,583 $2.7M
Blair William & Co. 0.01% Reduce -1.5% 38,032 $2.7M
Wexford Capital LP 0.70% Add +37.3% 37,888 $2.7M
Townsquare Capital LLC 0.03% Add +0.1% 37,576 $2.7M
Prudential PLC 0.01% Reduce -2.1% 37,328 $2.6M
Glenmede Trust Co. NA 0.01% Add +4.0% 37,319 $2.6M
Tower Research Capital LLC (TRC) 0.08% Reduce -35.1% 36,847 $2.6M
Wedbush Securities Inc. 0.10% Add +2.0% 36,789 $2.6M
Berger Financial Group, Inc 0.18% Reduce -3.9% 36,730 $2.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +11.9% 36,709 $2.6M
Headlands Technologies LLC 0.29% Reduce -53.9% 36,546 $2.6M
Edgemoor Investment Advisors, Inc. 0.24% Reduce -1.1% 36,508 $2.6M
Vident Advisory, LLC 0.04% Add +146.0% 36,100 $2.6M
Fulton Bank, N.A. 0.10% Reduce -0.0% 35,177 $2.5M
Hartford Investment Management Co. 0.09% Reduce -1.0% 35,133 $2.5M
JARISLOWSKY, FRASER Ltd 0.02% No change 35,000 $2.5M
AMF Tjanstepension AB 0.02% No change 34,960 $2.5M
Crossmark Global Holdings, Inc. 0.04% Add +1.2% 34,371 $2.4M
Strong Tower Advisory Services 0.59% Add +8.5% 35,901 $2.4M
First National Advisers, LLC 0.38% Add +0.5% 33,930 $2.4M
AMG National Trust Bank 0.07% Add +598.8% 33,466 $2.4M
ARS Investment Partners, LLC 0.21% No change 34,756 $2.3M
Sterling Capital Management LLC 0.04% Reduce -4.4% 32,671 $2.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -24.4% 32,553 $2.3M
Baird Financial Group, Inc. 0.00% Add +6.0% 32,069 $2.3M
Miller Howard Investments Inc. 0.07% New 31,161 $2.2M
LBP Am SA 0.03% New 30,639 $2.2M
Tortoise Capital Advisors, L.L.C. 0.03% New 30,463 $2.2M
Securian Asset Management, Inc. 0.07% Reduce -1.4% 30,332 $2.1M
Schonfeld Strategic Advisors LLC 0.01% Add +27.8% 29,906 $2.1M
Royal London Asset Management Ltd. 0.01% New 29,723 $2.1M
Neo Ivy Capital Management 0.67% New 29,652 $2.1M
Apollon Wealth Management, LLC 0.04% Reduce -0.2% 28,895 $2.0M
Procyon Advisors, LLC 0.12% Add +0.1% 28,637 $2.0M
Tema ETFs LLC 0.59% New 28,077 $2.0M
Dean Capital Management 0.86% Add +2.4% 27,929 $2.0M
Epiq Partners, LLC 1.10% Reduce -3.5% 27,873 $2.0M
Bokf, NA 0.03% Reduce -3.3% 27,647 $2.0M
Pallas Capital Advisors LLC 0.08% Reduce -1.7% 27,620 $2.0M
Tradition Wealth Management, LLC 0.17% Add +0.3% 27,321 $1.9M
D.A. Davidson & Co. 0.02% Add +1.2% 27,191 $1.9M
Commerzbank Aktiengesellschaft 0.04% Add +19.1% 27,087 $1.9M
New Mexico Educational Retirement Board 0.07% Add +1.1% 26,878 $1.9M
Maryland State Retirement & Pension System 0.05% Reduce -12.7% 26,870 $1.9M
Lido Advisors, LLC 0.01% Add +6.0% 26,428 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +28.6% 26,448 $1.9M
Summit Trail Advisors, LLC 0.06% Add +9.8% 26,192 $1.9M
Shell Asset Management Co. 0.09% Reduce -2.0% 26,095 $1.8M
First Dallas Securities Inc. 0.77% Reduce -0.4% 25,974 $1.8M
Quotient Wealth Partners, LLC 0.06% Reduce -0.4% 25,262 $1.8M
Transcend Capital Advisors, LLC 0.13% New 25,191 $1.8M
Raleigh Capital Management Inc. 0.80% Add +0.5% 25,096 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% New 24,990 $1.8M
Bleakley Financial Group, LLC 0.06% Add +4.6% 24,953 $1.8M
NorthCoast Asset Management LLC 0.01% Reduce -5.1% 24,907 $1.8M
Huntington National Bank 0.02% Add +24.3% 24,863 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.82% Add +4.4% 24,816 $1.8M
Daiichi Life Insurance Co., Ltd. 0.05% No change 24,220 $1.7M
Geneos Wealth Management Inc. 0.06% Add +9.3% 24,144 $1.7M
Tidal Investments LLC 0.01% Add +19.5% 24,122 $1.7M
Royal Fund Management, LLC 0.20% Reduce -40.1% 23,913 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +2.9% 23,715 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +2.9% 23,715 $1.7M
Wealth Alliance, LLC 0.20% Reduce -1.4% 23,338 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -27.3% 23,262 $1.6M
Central Bank & Trust Co. 0.27% Add +1.2% 23,099 $1.6M
Choreo, LLC 0.03% Reduce -4.3% 22,658 $1.6M
Harbour Investments, Inc. 0.05% Add +0.1% 22,709 $1.6M
Beacon Pointe Advisors, LLC 0.02% Reduce -2.5% 22,538 $1.6M
Y-Intercept (Hong Kong) Ltd 0.11% New 22,308 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Add +14.2% 21,741 $1.5M
B. Metzler seel. Sohn & Co. AG 0.02% No change 21,635 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.9% 21,577 $1.5M
NorthRock Partners, LLC 0.05% Add +5.2% 21,227 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +1.5% 21,363 $1.5M
Ethic Inc. 0.03% Reduce -7.4% 21,330 $1.5M
Neuberger Berman Group LLC 0.00% Add +15.1% 21,306 $1.5M
HighPoint Advisor Group LLC 0.09% Add +2.0% 21,336 $1.5M
Verdence Capital Advisors LLC 0.11% Reduce -2.1% 21,181 $1.5M
Dakota Wealth Management 0.04% Reduce -8.8% 21,105 $1.5M
Valtinson Bruner Financial Planning LLC 0.50% Add +1.3% 21,070 $1.5M
Accredited Investors Inc. 0.09% Add +0.6% 20,967 $1.5M
CW Advisors, LLC 0.02% Add +6.6% 20,934 $1.5M
Oak Thistle LLC 0.30% Reduce -1.5% 20,899 $1.5M
Park Avenue Securities LLC 0.02% Add +7.6% 20,662 $1.5M
Merit Financial Group, LLC 0.02% Add +20.7% 20,651 $1.5M
DeDora Capital, Inc. 0.42% Add +2.5% 20,635 $1.5M
USA Financial Formulas 0.24% Reduce -41.2% 20,621 $1.5M
White Pine Capital LLC 0.50% Reduce -0.3% 20,421 $1.4M
Jones Financial Companies LLLP 0.00% Add +38.1% 20,474 $1.4M
Advisors Asset Management, Inc. 0.03% Reduce -0.1% 20,147 $1.4M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.2% 19,878 $1.4M
Florida Trust Wealth Management Co 0.05% Add +0.3% 19,597 $1.4M
M&G PLC 0.01% No change 19,404 $1.4M
OmniStar Financial Group, Inc. 1.08% New 19,338 $1.4M
Ascent Group, LLC 0.06% Add +50.1% 19,326 $1.4M
Great Valley Advisor Group, Inc. 0.03% Add +17.3% 19,264 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +14.6% 19,228 $1.4M
Natixis 0.01% New 19,312 $1.4M
South Dakota Investment Council 0.03% No change 19,141 $1.4M
Keybank National Association 0.01% Reduce -0.6% 19,138 $1.4M
Empirical Finance, LLC 0.08% Add +2.6% 19,056 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Add +30.5% 18,767 $1.3M
AE Wealth Management LLC 0.01% Reduce -4.5% 18,808 $1.3M
GTS Securities LLC 0.06% Add +195.8% 18,797 $1.3M
Stance Capital LLC 0.98% New 18,716 $1.3M
Icon Advisers Inc. 0.31% No change 18,600 $1.3M
Moloney Securities Asset Management, LLC 0.18% Reduce -69.8% 18,513 $1.3M
Benjamin Edwards Inc. 0.02% Add +11.3% 18,490 $1.3M
Blackhawk Capital Partners, LLC 0.67% Reduce -15.9% 18,440 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +0.4% 18,364 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 18,264 $1.3M
HB Wealth Management, LLC 0.01% Add +18.4% 17,844 $1.3M
Andra AP-fonden 0.02% New 17,553 $1.2M
Johnson Financial Group, Inc. 0.06% Add +9.4% 17,250 $1.2M
Equitable Trust Co. 0.07% Add +0.4% 17,226 $1.2M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -1.4% 17,064 $1.2M
Sound View Wealth Advisors Group, LLC 0.10% Add +7.8% 16,836 $1.2M
AdvisorNet Financial, Inc 0.09% Add +20.7% 16,723 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -5.2% 16,715 $1.2M
Fourpath Capital Management, LLC 0.21% Add +1.5% 16,674 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -64.2% 16,658 $1.2M
Principal Securities, Inc. 0.03% Add +0.7% 17,328 $1.2M
GAMMA Investing LLC 0.09% Reduce -5.4% 16,491 $1.2M
Bond & Devick Financial Network, Inc. 0.42% Add +3.2% 16,480 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +6.8% 16,478 $1.2M
E Fund Management Co., Ltd. 0.06% Add +99.2% 16,329 $1.2M
Picton Mahoney Asset Management 0.04% Add +225.9% 16,325 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -9.6% 16,291 $1.2M
NJ State Employees Deferred Compensation Plan 0.15% No change 16,243 $1.1M
Cookson Peirce & Co. Inc. 0.06% Add +14.3% 16,190 $1.1M
Vermillion Wealth Management, Inc. 0.34% Add +0.5% 16,162 $1.1M
First Western Trust Bank 0.05% Reduce -18.4% 16,019 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -9.7% 15,939 $1.1M
Bessemer Group Inc. 0.00% Reduce -0.1% 15,930 $1.1M
Coldstream Capital Management Inc. 0.02% Reduce -3.7% 15,755 $1.1M
Enhancing Capital LLC 0.88% No change 15,500 $1.1M
Snowden Capital Advisors LLC 0.04% Reduce -1.1% 15,285 $1.1M
Greenleaf Trust 0.01% Add +4.2% 15,133 $1.1M
Tectonic Advisors LLC 0.07% Add +4.2% 14,841 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +2.1% 14,743 $1.0M
Howard Capital Management, LLC 0.03% Reduce -13.3% 14,577 $1.0M
WealthTrust Axiom LLC 0.31% No change 14,501 $1.0M
Mattson Financial Services, LLC 0.30% Reduce -11.2% 14,293 $1.0M
China Universal Asset Management Co., Ltd. 0.09% Add +51.9% 14,191 $1.0M
Bailard, Inc. 0.03% Add +11.1% 14,258 $1.0M
Western Wealth Management, LLC 0.07% Reduce -4.9% 14,171 $1.0M
Great Waters Wealth Management 0.14% Reduce -8.4% 14,048 $994K
Tradewinds Capital Management, LLC 0.27% No change 13,987 $990K
Mission Wealth Management, LP 0.02% Reduce -4.3% 13,894 $984K
Twinbeech Capital LP 0.02% New 13,887 $983K
Dorsey & Whitney Trust CO LLC 0.06% Reduce -2.4% 13,883 $983K
Empowered Funds, LLC 0.01% Add +30.7% 13,810 $978K
D. E. Shaw & Co. 0.00% New 13,700 $970K
Tiaa Trust, National Association 0.00% Reduce -0.9% 13,624 $964K
Capital Management Associates, Inc 0.22% Add +130.6% 13,602 $963K
CI Investments Inc. 0.00% Add +271.9% 13,394 $948K
Spirit of America Management Corp. 0.19% Add +19.3% 13,300 $942K
Sigma Planning Corp 0.03% Add +1.0% 13,222 $936K
Aspen Wealth Strategies, LLC 0.61% Add +0.3% 13,219 $936K
KLCM Advisors, Inc. 0.11% No change 13,200 $934K
OneDigital Investment Advisors LLC 0.01% Add +7.3% 13,070 $925K
Hodges Capital Management Inc. 0.09% Reduce -74.7% 12,988 $919K
United Services Automobile Association 0.03% No change 13,030 $908K
J.W. Cole Advisors, Inc. 0.03% New 12,788 $905K
Concurrent Investment Advisors, LLC 0.02% Add +17.4% 12,771 $904K
CWA Asset Management Group, LLC 0.04% Add +17.3% 12,576 $890K
Inceptionr LLC 0.27% New 12,529 $887K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +2.0% 12,443 $880K
Paradigm Asset Management Co. LLC 0.23% No change 12,400 $878K
Union Bancaire Privee, UBP SA 0.02% New 13,104 $847K
Caprock Group, LLC 0.03% Add +34.4% 11,834 $844K
Federation des caisses Desjardins du Quebec 0.00% Add +23.7% 11,817 $837K
Summit Global Investments 0.06% New 11,815 $836K
Koshinski Asset Management, Inc. 0.07% Add +0.9% 11,776 $834K
Advisory Services Network, LLC 0.02% Reduce -4.4% 11,775 $834K
Kenora Financial, LLC 0.34% Add +133.5% 11,557 $818K
Chronos Wealth Management, LLC 0.44% No change 11,491 $813K
Nomura Holdings Inc. 0.00% Reduce -81.8% 11,429 $809K
Emerald Advisors, LLC 0.11% No change 11,366 $805K
Savant Capital, LLC 0.01% Reduce -63.8% 11,248 $796K
Heritage Wealth Management, Inc. 0.27% Add +0.4% 11,130 $788K
Farther Finance Advisors, LLC 0.02% Add +111.9% 11,140 $788K
Bell Bank 0.04% No change 11,071 $784K
Advisors Management Group Inc. 0.17% Reduce -5.2% 11,065 $783K
Horizon Investments, LLC 0.02% Add +6.5% 11,060 $783K
Midwest Professional Planners, LTD. 0.24% Add +23.1% 10,964 $776K
Finer Wealth Management, Inc. 0.46% No change 10,942 $775K
Dearborn Partners LLC 0.04% Reduce -11.1% 10,922 $773K
Stratos Investment Management, LLC 0.04% Add +47.1% 10,826 $766K
Arax Advisory Partners 0.05% Reduce -7.9% 10,819 $766K
Fosun International Ltd 0.22% No change 10,731 $760K
Argent Trust Co 0.03% Add +9.7% 10,729 $760K
Bard Financial Services, Inc. 0.09% No change 10,625 $752K
Independent Advisor Alliance 0.02% Add +9.7% 10,622 $752K
111 Capital 0.14% Add +65.6% 10,552 $747K
Intrust Bank NA 0.07% Add +2.3% 10,544 $746K
Capital Advisory Group Advisory Services, LLC 0.28% Add +4.0% 10,483 $742K
Mosaic Family Wealth Partners, LLC 0.11% Reduce -4.5% 10,479 $742K
Prosperity Consulting Group, LLC 0.06% Reduce -0.6% 10,243 $725K
Mufg Securities Americas Inc. 0.08% Add +19.9% 10,165 $720K
Cypress Capital Group 0.09% Reduce -5.4% 10,160 $719K
EP Wealth Advisors, LLC 0.01% Add +26.5% 10,153 $719K
EverSource Wealth Advisors, LLC 0.04% Add +9.4% 10,112 $716K
CIBC Private Wealth Group LLC 0.00% Add +3.6% 10,637 $713K
Banque Cantonale Vaudoise 0.03% — 10,010 $709K
First Foundation Advisors 0.03% No change 10,011 $709K
Ontario Teachers Pension Plan Board 0.01% Reduce -64.5% 9,999 $708K
Atria Wealth Solutions, Inc. 0.01% Reduce -39.8% 9,941 $704K
Moors & Cabot, Inc. 0.04% Reduce -13.1% 9,939 $704K
Financial Advocates Investment Management 0.05% Add +1.7% 9,914 $702K
Trust Point Inc. 0.06% Reduce -3.0% 9,911 $702K
Cornerstone Advisors, LLC 0.03% No change 9,900 $701K
Kestra Investment Management, LLC 0.01% Add +202.9% 9,892 $700K
17 Capital Partners, LLC 0.44% Reduce -45.2% 9,752 $690K
Venturi Wealth Management, LLC 0.04% Add +7.5% 9,740 $689K
Brown Advisory Inc. 0.00% Reduce -20.1% 9,724 $688K
CSS LLC 0.14% Add +62.9% 9,643 $683K
Kestra Private Wealth Services, LLC 0.01% Add +2.7% 9,616 $681K
B. Riley Wealth Advisors, Inc. 0.02% Add +8.5% 9,598 $679K
Aviva PLC 0.00% Add +4.0% 9,518 $674K
Chicago Partners Investment Group LLC 0.02% Reduce -8.4% 9,254 $660K
AlphaQuest LLC 0.07% Reduce -37.4% 9,267 $656K
SYM FINANCIAL Corp 0.08% Add +0.1% 9,228 $653K
FineMark National Bank & Trust 0.02% No change 9,180 $650K
Lifelong Wealth Advisors, Inc. 0.30% Add +22.8% 9,109 $645K
Praxis Investment Management Inc. 0.04% Reduce -7.4% 9,014 $638K
Ameriflex Group, Inc. 0.26% No change 8,914 $631K
RFG Advisory, LLC 0.02% Add +22.4% 8,879 $629K
American State Bank (Iowa) 0.38% No change 8,809 $624K
SCP Investment, LP 0.53% New 8,800 $623K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 8,737 $618K
Gsa Capital Partners LLP 0.06% New 8,736 $618K
LVW Advisors, LLC 0.07% Reduce -30.5% 8,694 $615K
Old Port Advisors 0.18% Reduce -0.6% 8,555 $606K
Glenview Trust Co 0.01% Add +19.1% 8,538 $604K
Waverly Advisors, LLC 0.01% Add +5.3% 8,525 $603K
Modern Wealth Management, LLC 0.02% Add +3.1% 8,506 $602K
STF Management LP 0.29% Add +0.4% 8,491 $601K
Marks Group Wealth Management, Inc 0.06% Add +0.4% 8,474 $600K
Arkadios Wealth Advisors 0.02% Add +2.9% 8,338 $590K
Panagora Asset Management Inc. 0.00% Add +77.8% 8,307 $588K
Mather Group, Llc. 0.01% Add +143.1% 8,284 $586K
Nicollet Investment Management, Inc. 0.21% Reduce -1.7% 8,275 $586K
Oarsman Capital, Inc. 0.11% No change 8,272 $586K
Legacy Wealth Asset Management, LLC 0.16% Add +8.2% 8,269 $585K
CENTRAL TRUST Co 0.01% Reduce -8.0% 8,173 $579K
Norden Group LLC 0.07% Add +29.1% 8,163 $578K
IHT Wealth Management, LLC 0.02% Reduce -29.4% 8,118 $575K
Cohen Klingenstein LLC 0.02% No change 8,100 $573K
Amarillo National Bank 0.11% Reduce -0.5% 8,097 $573K
Thompson Investment Management, Inc. 0.09% Reduce -26.5% 8,089 $573K
Ballentine Partners, LLC 0.01% Add +1.6% 8,071 $571K
First National Bank & Trust Co. of Newtown 0.12% No change 8,016 $567K
Wedmont Private Capital 0.03% Add +9.7% 8,136 $566K
Robeco Institutional Asset Management B.V. 0.00% No change 7,985 $565K
Cascade Investment Group, Inc. 0.43% Reduce -5.9% 7,980 $565K
Prospera Financial Services Inc 0.01% Reduce -42.0% 7,970 $564K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.4% 7,939 $562K
Nicolet Advisory Services, LLC 0.06% Add +9.8% 8,140 $557K
Cahill Financial Advisors Inc. 0.08% Reduce -20.8% 7,855 $556K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 7,865 $556K
Meeder Advisory Services, Inc. 0.03% Add +4.5% 7,852 $556K
Laraway Financial Advisors Inc 0.44% Add +0.1% 7,836 $555K
Entropy Technologies, LP 0.05% New 7,829 $554K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.2% 7,801 $552K
Stonebridge Capital Advisors LLC 0.04% Reduce -8.8% 7,774 $550K
AlphaStar Capital Management, LLC 0.05% Reduce -0.2% 7,692 $545K
Sfmg, LLC 0.04% No change 7,675 $543K
First County Bank 0.30% New 7,647 $541K
Freedom Financial Partners LLC 0.25% Add +0.0% 7,549 $534K
Stephens Inc. 0.01% Add +0.1% 7,544 $534K
Simon Quick Advisors, LLC 0.03% Add +22.9% 7,496 $531K
Fiduciary Alliance LLC 0.05% Add +1.2% 7,481 $530K
CreativeOne Wealth, LLC 0.02% Add +12.5% 7,474 $529K
Parsons Capital Management Inc. 0.03% No change 7,447 $527K
Blue Trust, Inc. 0.01% Add +13.7% 7,424 $526K
KCM Investment Advisors LLC 0.02% No change 7,409 $524K
HighMark Wealth Management LLC 0.31% Reduce -0.2% 7,403 $524K
Bank of Hawaii 0.03% No change 7,402 $524K
ICICI Prudential Asset Management Co Ltd 0.07% Reduce -1.5% 7,369 $522K
Citadel Advisors 0.00% Reduce -98.5% 7,303 $517K
Summit Financial, LLC 0.01% Add +30.0% 7,212 $511K
State of Wyoming 0.07% Add +344.8% 7,206 $510K
Spire Wealth Management 0.02% Add +4.0% 7,140 $505K
Signaturefd, LLC 0.01% Reduce -1.6% 7,124 $504K
Copley Financial Group, Inc. 0.38% Reduce -2.9% 6,952 $492K
Canada Post Corp Registered Pension Plan 0.22% No change 6,952 $492K
Trivium Point Advisory, LLC 0.06% Add +1.4% 6,908 $489K
Kingsview Wealth Management, LLC 0.01% Reduce -20.6% 6,896 $488K
Smartleaf Asset Management LLC 0.05% Reduce -11.5% 6,983 $487K
Gateway Investment Advisers LLC 0.01% No change 6,855 $485K
Synovus Financial Corp. 0.01% Reduce -0.0% 6,836 $484K
CX Institutional 0.02% Add +13.7% 6,826 $483K
International Assets Investment Management, LLC 0.04% Add +3.5% 6,802 $482K
Romano Brothers and Company 0.06% No change 6,762 $479K
Brown Financial Advisors 0.20% Reduce -2.2% 6,761 $479K
Prime Capital Investment Advisors, LLC 0.01% Add +40.9% 6,744 $477K
Bluespring Wealth Management, LLC 0.05% Reduce -1.7% 6,608 $472K
Good Steward Wealth Advisors,LLC 0.43% — 6,657 $471K
Csenge Advisory Group 0.03% Add +5.2% 6,714 $471K
Zacks Investment Management 0.00% Reduce -7.8% 6,535 $463K
Aaron Wealth Advisors LLC 0.05% Add +3.5% 6,477 $459K
CenterBook Partners LP 0.03% New 6,473 $458K
Coastline Trust Co 0.06% No change 6,450 $457K
Corundum Group, Inc. 0.22% Reduce -54.8% 6,420 $454K
Checchi Capital Advisers, LLC 0.03% Add +9.8% 6,420 $454K
VestGen Advisors, LLC 0.02% — 6,333 $448K
Alteri Wealth LLC 0.20% Add +106.3% 6,330 $448K
Integris Wealth Management, LLC 0.13% No change 6,323 $448K
Sherbrooke Park Advisers LLC 0.21% Reduce -48.4% 6,306 $446K
Legacy Capital Group California, Inc. 0.16% New 6,299 $446K
Quadrant Capital Group LLC 0.02% Add +218.9% 6,280 $445K
Allstate Corp. 0.01% Reduce -62.6% 6,276 $444K
Safeguard Investment Advisory Group, LLC 0.12% Add +0.2% 6,265 $444K
Code Waechter LLC 0.36% New 6,237 $442K
Heritage Trust Co 0.05% No change 6,197 $439K
IFP Advisors, Inc 0.01% Add +9.7% 6,195 $439K
Perigon Wealth Management, LLC 0.01% Add +3.3% 6,134 $434K
Legacy Financial Advisors, Inc. 0.07% Add +7.8% 6,124 $434K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.4% 6,097 $432K
Sumitomo Life Insurance Co. 0.02% Reduce -4.0% 6,082 $431K
Freedom Investment Management, Inc. 0.04% Reduce -9.9% 6,071 $430K
Affiance Financial, LLC 0.10% Reduce -1.6% 6,067 $429K
Sheets Smith Wealth Management 0.05% Reduce -6.9% 6,066 $429K
Goelzer Investment Management, Inc. 0.02% No change 6,050 $428K
Park Place Capital Corp 0.12% Reduce -2.6% 6,029 $427K
Concentric Capital Strategies, LP 0.04% New 6,024 $426K
Stock Yards Bank & Trust Co. 0.02% Add +0.4% 6,009 $425K
Personal Cfo Solutions, LLC 0.09% Add +1.2% 6,003 $425K
Level Four Advisory Services, LLC 0.02% Reduce -10.4% 5,998 $425K
First Horizon Advisors, Inc. 0.01% Add +3.1% 5,998 $425K
Townsend & Associates, Inc 0.04% No change 6,148 $424K
Eastern Bank 0.01% Reduce -4.8% 5,968 $422K
Access Financial Services, Inc. 0.17% Reduce -3.6% 5,938 $420K
Cigna Investments Inc. 0.08% Add +1.2% 5,800 $411K
Hills Bank & Trust Co 0.03% No change 5,796 $410K
Brookstone Capital Management 0.01% Reduce -4.5% 5,792 $410K
Maven Securities LTD 0.09% Reduce -62.6% 5,789 $410K
Earned Wealth Advisors, LLC 0.09% Add +24.3% 5,773 $409K
Cullen/Frost Bankers, Inc. 0.01% Reduce -62.2% 5,763 $408K
Keudell/Morrison Wealth Management 0.10% Add +1.9% 5,748 $407K
HBK Sorce Advisory LLC 0.01% Reduce -2.8% 5,738 $406K
SkyView Investment Advisors, LLC 0.06% New 5,741 $406K
Significant Wealth Partners LLC 0.21% Add +17.1% 5,714 $405K
Sandy Spring Bank 0.02% Reduce -3.1% 5,710 $404K
Lantz Financial LLC 0.11% Add +1.2% 5,703 $404K
Hilltop Holdings Inc. 0.03% Add +5.0% 5,639 $399K
BNC Wealth Management, LLC 0.14% New 5,629 $398K
SC&H Financial Advisors, Inc. 0.08% No change 5,592 $396K
Lakeridge Wealth Management LLC 0.20% Add +0.4% 5,574 $395K
V-Square Quantitative Management LLC 0.06% Reduce -1.4% 5,565 $394K
Private Trust Co. NA 0.04% Add +13.2% 5,422 $384K
Everpar Advisors LLC 0.20% Reduce -7.9% 5,418 $384K
James Hambro & Partners LLP 0.02% No change 5,400 $382K
Diversify Advisory Services, LLC 0.02% New 5,404 $382K
Carret Asset Management, LLC 0.04% No change 5,394 $382K
Bar Harbor Wealth Management 0.03% No change 5,389 $381K
Smith Anglin Financial, LLC 0.04% Reduce -0.0% 5,377 $381K
Tyche Wealth Partners LLC 0.08% Add +45.9% 5,368 $380K
Claro Advisors Inc. 0.05% Add +1.8% 5,318 $376K
Ingalls & Snyder LLC 0.01% Reduce -5.9% 5,311 $376K
PrairieView Partners, LLC 0.04% Add +1.1% 5,278 $373K
Sagespring Wealth Partners, LLC 0.01% Add +15.6% 5,242 $371K
Clearstead Advisors, LLC 0.01% Add +14.7% 5,215 $369K
Moody National Bank Trust Division 0.04% No change 5,204 $368K
FourThought Financial Partners, LLC 0.04% Reduce -7.1% 5,197 $368K
Vantage Financial Partners, LLC 0.09% No change 5,188 $367K
Intrua Financial, LLC 0.06% No change 5,188 $367K
Ameritas Advisory Services, LLC 0.01% No change 5,229 $366K
Nautilus Advisors LLC 0.30% No change 5,146 $364K
Focus Partners Advisor Solutions, LLC 0.01% Add +2.1% 5,145 $364K
Altshuler Shaham Ltd 0.01% Add +229.3% 5,107 $362K
Alley Investment Management Company, LLC 0.05% No change 5,097 $361K
SageView Advisory Group, LLC 0.02% Add +27.1% 5,022 $356K
Leonteq Securities AG 0.03% Reduce -0.1% 5,020 $355K
Sowell Financial Services LLC 0.02% New 4,984 $353K
Farmers & Merchants Investments Inc. 0.01% Reduce -3.8% 4,975 $352K
Prelude Capital Management, LLC 0.04% Reduce -64.0% 4,965 $351K
Citizens Financial Group Inc. 0.01% Add +57.5% 4,962 $351K
Lummis Asset Management, LP 0.24% No change 4,949 $350K
Brighton Jones LLC 0.01% Add +39.0% 4,933 $349K
Welch Group, LLC 0.02% No change 4,989 $348K
HUB Investment Partners, LLC 0.01% Reduce -4.4% 4,907 $347K
Castle Rock Wealth Management, LLC 0.09% No change 4,930 $347K
Aventura Private Wealth, LLC 0.18% No change 4,878 $345K
Evergreen Capital Management LLC 0.01% Add +11.3% 4,803 $343K
Ritholtz Wealth Management 0.01% Reduce -3.0% 4,838 $342K
Danske Bank A/S 0.00% No change 4,799 $340K
Net Worth Advisory Group 0.11% Add +2.2% 4,764 $337K
RDA Financial Network 0.10% Reduce -14.4% 4,749 $336K
Concord Wealth Partners 0.06% Reduce -11.2% 4,745 $336K
Obermeyer Wealth Partners 0.02% Add +29.5% 4,736 $335K
Manchester Capital Management LLC 0.04% Reduce -6.8% 4,724 $334K
Capital Investment Advisors, LLC 0.01% Add +10.5% 4,696 $332K
NorthCrest Asset Manangement, LLC 0.01% Add +15.9% 4,656 $330K
Financial Gravity Asset Management, Inc. 0.07% — 4,652 $329K
World Investment Advisors 0.01% Add +2.7% 4,616 $327K
SouthState Bank Corp 0.01% Add +4.7% 4,589 $325K
Horizon Investment Services, LLC 0.16% Add +8.2% 4,585 $325K
First Commonwealth Financial Corp 0.08% Reduce -13.3% 4,574 $324K
MBB Public Markets I LLC 0.04% New 4,529 $321K
Poinciana Advisors Group, LLC 0.33% No change 4,524 $320K
Advisory Alpha, LLC 0.01% Reduce -0.3% 4,514 $320K
Waterloo Capital, L.P. 0.03% New 4,511 $319K
Christopher J. Hasenberg, Inc 0.13% Add +2.2% 4,507 $319K
Principle Wealth Partners LLC 0.02% No change 4,487 $318K
Trueblood Wealth Management, LLC 0.15% No change 4,465 $316K
GEN Financial Management, INC. 0.21% No change 4,457 $316K
Optas, LLC 0.05% New 4,416 $313K
Redhawk Wealth Advisors, Inc. 0.04% Add +4.3% 4,406 $312K
Conning Inc. 0.01% Add +4.1% 4,400 $311K
Cidel Asset Management Inc. 0.02% No change 4,366 $309K
Elevation Point Wealth Partners, LLC 0.03% Reduce -6.9% 4,355 $308K
Mgo One Seven LLC 0.01% Add +14.6% 4,347 $308K
Coastal Bridge Advisors, LLC 0.04% New 4,308 $305K
Segment Wealth Management, LLC 0.02% New 4,307 $305K
Bremer Bank National Association 0.05% No change 4,306 $305K
Atlantic Family Wealth, LLC 0.28% Add +5.3% 4,271 $302K
Graypoint LLC 0.02% Add +6.2% 4,267 $302K
Centre Asset Management, LLC 0.08% Add +3.2% 4,228 $299K
TCI Wealth Advisors, Inc. 0.02% Reduce -3.0% 4,180 $296K
Olympiad Research LP 0.35% New 4,178 $296K
First Business Financial Services, Inc. 0.03% Reduce -2.7% 4,162 $295K
Fifth Third Wealth Advisors LLC 0.02% Add +7.3% 4,159 $294K
Bingham Private Wealth, LLC 0.30% Reduce -0.7% 4,153 $294K
Kure Advisory, LLC 0.22% — 4,143 $293K
Wesbanco Bank Inc. 0.01% No change 4,143 $293K
Priebe Wealth Holdings LLC 0.18% Add +9.7% 4,129 $292K
Johnson Investment Counsel Inc. 0.00% Reduce -4.3% 4,118 $292K
My Legacy Advisors, LLC 0.11% New 4,113 $291K
Financial Advisors Network, Inc. 0.05% Reduce -2.2% 4,106 $291K
Engineers Gate Manager LP 0.00% New 4,094 $290K
Buska Wealth Management, LLC 0.09% Add +0.8% 4,079 $289K
Ramsay, Stattman, Vela & Price, Inc. 0.05% No change 4,070 $288K
Williams Jones Wealth Management, LLC. 0.00% Add +8.8% 4,066 $288K
Parallel Advisors, LLC 0.01% Reduce -17.5% 4,065 $288K
Montag A & Associates Inc. 0.01% Add +0.3% 4,022 $287K
Callan Family Office, LLC 0.02% Reduce -70.8% 4,028 $285K
Mesirow Financial Investment Management, Inc. 0.01% Add +8.8% 4,014 $284K
Challenger Wealth Management 0.22% Add +0.1% 4,004 $283K
Triumph Capital Management 0.09% Reduce -2.2% 4,002 $283K
Wrapmanager Inc. 0.07% Reduce -12.6% 3,996 $283K
Aveo Capital Partners, LLC 0.05% Reduce -43.3% 3,938 $281K
Patrick M Sweeney & Associates, Inc. 0.21% No change 3,970 $281K
Foundations Investment Advisors, LLC 0.01% New 3,966 $281K
Alerus Financial NA 0.02% New 3,961 $280K
Paragon Capital Management LLC 0.16% No change 3,931 $278K
DORVAL Corp 0.11% No change 3,842 $277K
Peak Asset Management, LLC 0.05% No change 3,896 $276K
Alpha Cubed Investments, LLC 0.01% New 3,895 $276K
RNC Capital Management LLC 0.01% Add +0.2% 3,890 $275K
Kozak & Associates, Inc. 0.07% Reduce -5.6% 3,889 $275K
Austin Private Wealth, LLC 0.02% Add +0.7% 3,880 $275K
Integrity Alliance, Llc. 0.01% New 3,874 $274K
NewEdge Wealth, LLC 0.00% Add +1.6% 3,856 $273K
JNBA Financial Advisors 0.03% Reduce -4.3% 3,845 $272K
OneAscent Financial Services LLC 0.02% Add +0.5% 3,829 $272K
True Link Financial Advisors, LLC 0.02% New 3,826 $271K
Planning Center, Inc. 0.03% No change 3,805 $269K
Essex Financial Services, Inc. 0.02% Add +7.1% 3,803 $269K
FSB Premier Wealth Management, Inc. 0.10% Reduce -1.9% 3,798 $269K
Headinvest, LLC 0.05% Reduce -2.1% 3,794 $269K
Pinnacle Financial Partners Inc 0.01% New 3,778 $267K
Lindbrook Capital, LLC 0.02% Add +53.3% 3,771 $267K
Venture Visionary Partners LLC 0.01% Add +1.3% 3,723 $264K
Clarius Group, LLC 0.02% Reduce -1.1% 3,700 $262K
Gries Financial LLC 0.05% Reduce -0.8% 3,693 $261K
Scissortail Wealth Management, LLC 0.07% No change 3,649 $258K
Moneta Group Investment Advisors LLC 0.00% Reduce -6.8% 3,636 $257K
Capital Advisors Inc. 0.01% Reduce -0.1% 3,632 $257K
GenTrust, LLC 0.01% Reduce -0.4% 3,587 $256K
Lazari Capital Management, Inc. 0.10% Reduce -6.3% 3,599 $255K
Brass Tax Wealth Management, Inc. 0.05% Add +0.8% 3,597 $255K
Sunpointe, LLC 0.14% Add +1.8% 3,563 $254K
Oxford Asset Management LLP 0.12% New 3,549 $251K
Fortress Financial Group, LLC 0.25% Add +0.8% 3,545 $251K
Stanley-Laman Group, Ltd. 0.04% New 3,542 $251K
GWN Securities Inc. 0.01% New 3,635 $250K
Global Assets Advisory, LLC 0.05% New 3,630 $250K
UMB Bank, n.a. 0.00% Add +12.3% 3,525 $250K
Marcum Wealth, LLC 0.02% Reduce -2.8% 3,520 $249K
Boyum Wealth Architects LLC 0.24% — 3,516 $249K
PFG Advisors 0.01% Reduce -32.2% 3,507 $248K
Ariadne Wealth Management, LP 0.13% Add +1.9% 3,491 $247K
Equitable Holdings, Inc. 0.00% New 3,476 $246K
Pitcairn Co. 0.01% Reduce -4.5% 3,472 $246K
Wealthspire Advisors, LLC 0.00% Reduce -16.4% 3,472 $246K
Perpetual Ltd 0.00% No change 3,460 $245K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,432 $245K
Avior Wealth Management, LLC 0.01% Add +1.2% 3,454 $245K
LCM Capital Management Inc 0.14% Reduce -0.0% 3,425 $242K
Financially Speaking Inc 0.18% Reduce -10.2% 3,410 $241K
First National Bank Sioux Falls 0.10% No change 3,404 $241K
Peoples Financial Services Corp. 0.12% No change 3,400 $241K
Windsor Capital Management, LLC 0.07% Add +0.7% 3,397 $240K
FDx Advisors, Inc. 0.08% Reduce -2.0% 3,391 $240K
BlueStem Wealth Partners, LLC 0.03% Reduce -13.7% 3,382 $239K
Compound Planning, Inc. 0.01% Reduce -18.2% 3,370 $239K
CoreFirst Bank & Trust 0.15% Reduce -4.1% 3,370 $239K
Chesley Taft & Associates LLC 0.01% No change 3,370 $239K
Genesis Private Wealth, LLC 0.13% Reduce -2.2% 3,359 $238K
ICONIQ Capital, LLC 0.00% New 3,356 $238K
Mystic Asset Management, Inc. 0.06% No change 3,352 $237K
Boston Trust Walden Corp 0.00% No change 3,347 $237K
Howe & Rusling Inc. 0.02% No change 3,336 $236K
Accel Wealth Management 0.09% Reduce -10.4% 3,325 $235K
JPL Wealth Management, LLC 0.07% No change 3,323 $235K
Knollwood Investment Advisory, LLC 0.03% No change 3,323 $235K
Smithfield Trust Co 0.01% Add +37.5% 3,301 $234K
Cyndeo Wealth Partners, LLC 0.02% Add +0.2% 3,297 $233K
Avidian Wealth Enterprises, LLC 0.01% Reduce -5.8% 3,293 $233K
Ballast Advisors LLC 0.07% Reduce -14.2% 3,287 $233K
Fidelis Capital Partners, LLC 0.02% Reduce -0.6% 3,365 $232K
Concord Asset Management, LLC 0.05% No change 3,201 $229K
Occidental Asset Management, LLC 0.03% Add +0.4% 3,230 $229K
XTX Topco Ltd 0.01% Reduce -80.6% 3,229 $229K
Gotham Asset Management 0.00% Reduce -1.4% 3,201 $227K
DRW Securities, LLC 0.02% Reduce -98.2% 3,200 $227K
Ullmann Wealth Partners Group, LLC 0.03% New 3,181 $225K
Phillips Wealth Planners LLC 0.24% Reduce -1.0% 3,237 $225K
MJT & Associates Financial Advisory Group, Inc. 0.22% — 3,179 $225K
CRA Financial Services, LLC 0.04% No change 3,177 $225K
Leverty Financial Group, LLC 0.09% No change 3,166 $224K
CFS Investment Advisory Services, LLC 0.02% Add +3.6% 3,169 $224K
Aviance Capital Partners, LLC 0.03% No change 3,163 $224K
Centric Wealth Management 0.06% No change 3,150 $223K
Sharpepoint LLC 0.19% No change 3,124 $221K
Keel Point, LLC 0.02% Reduce -2.2% 3,108 $220K
USAdvisors Wealth Management, LLC 0.08% Reduce -3.8% 3,114 $220K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -8.6% 3,099 $219K
Alta Advisers Ltd 0.09% New 3,083 $218K
Compass Financial Group, INC 0.04% No change 3,079 $218K
Kennedy Capital Management LLC 0.01% Reduce -3.9% 3,074 $218K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -53.5% 3,067 $217K
Premier Path Wealth Partners, LLC 0.03% Reduce -19.4% 3,057 $216K
Sunbelt Securities, Inc. 0.02% Add +30.8% 3,022 $214K
Avantax Planning Partners, Inc. 0.01% No change 3,011 $213K
Madison Asset Management, LLC 0.00% New 3,000 $212K
Avestar Capital, LLC 0.02% Reduce -15.2% 2,996 $212K
SteelPeak Wealth, LLC 0.01% New 2,968 $212K
Panoramic Investment Advisors, LLC 0.14% No change 2,971 $210K
Ellenbecker Investment Group 0.04% New 2,963 $210K
Cranbrook Wealth Management, LLC 0.05% Add +1.6% 2,950 $209K
Annex Advisory Services, LLC 0.01% New 2,922 $207K
Valued Retirements, Inc. 0.27% New 2,910 $206K
HM Payson & Co. 0.00% Add +41.6% 2,891 $205K
Trust Co 0.02% No change 2,882 $204K
Broadwater Capital Management LLC 0.16% No change 2,880 $204K
Advocate Group LLC 0.04% New 2,877 $204K
GHP Investment Advisors, Inc. 0.01% Reduce -1.3% 2,877 $204K
Longboard Asset Management, LP 0.60% New 2,872 $203K
Mutual Advisors, LLC 0.01% New 2,942 $203K
Fisher Asset Management 0.00% New 2,866 $203K
Gunderson Capital Management LLC 0.13% New 2,860 $202K
Atlanta Consulting Group Advisors, LLC 0.06% Reduce -17.1% 2,828 $202K
Prossimo Advisors, LLC 0.15% New 2,853 $202K
Portside Wealth Group, LLC 0.03% New 2,847 $202K
Confluence Wealth Services, Inc. 0.01% New 2,805 $201K
Crestwood Advisors Group, LLC 0.00% New 2,827 $200K
N.E.W. Advisory Services LLC 0.02% New 2,798 $198K
GeoWealth Management, LLC 0.01% Add +5.7% 2,741 $194K
Colonial Trust Co / SC 0.03% Reduce -4.7% 2,736 $194K
Meeder Asset Management Inc. 0.01% Reduce -9.3% 2,727 $193K
Group One Trading LLC 0.01% New 2,720 $193K
High Note Wealth, LLC 0.05% No change 2,694 $191K
Old Second National Bank of Aurora 0.04% Reduce -22.2% 2,648 $187K
Rosenberg Matthew Hamilton 0.05% Reduce -3.5% 2,586 $183K
Cherry Tree Wealth Management, LLC 0.04% Reduce -5.0% 2,558 $181K
Sound Income Strategies, LLC 0.01% Reduce -11.7% 2,550 $180K
MAI Capital Management 0.00% Add +8.4% 2,536 $180K
Ancora Advisors LLC 0.00% Reduce -2.3% 2,530 $179K
City State Bank 0.06% No change 2,526 $179K
Motco 0.02% No change 2,517 $178K
Founders Capital Management 0.11% No change 2,500 $177K
SVB Wealth LLC 0.01% Reduce -56.7% 2,490 $176K
Optiver Holding B.V. 0.01% Add +36.4% 2,427 $172K
Jackson, Grant Investment Advisers, Inc. 0.07% No change 2,376 $168K
Whipplewood Advisors, LLC 0.10% Add +0.3% 2,352 $166K
Brooklyn Investment Group 0.04% Add +22.0% 2,342 $166K
Riverview Trust Co 0.16% Reduce -0.6% 2,333 $165K
WASHINGTON TRUST Co 0.01% Reduce -0.0% 2,265 $160K
Cary Street Partners Financial LLC 0.01% Reduce -16.6% 2,258 $160K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.1% 2,236 $158K
Whittier Trust Co. 0.00% No change 2,230 $158K
Vestor Capital, LLC 0.01% Reduce -0.5% 2,222 $157K
GPS Wealth Strategies Group, LLC 0.02% Add +1.5% 2,204 $156K
Hexagon Capital Partners LLC 0.03% Add +2.0% 2,164 $153K
Creative Capital Management Investments LLC 0.06% No change 2,089 $148K
Marquette Asset Management, LLC 0.03% Reduce -10.8% 2,051 $145K
Wolff Wiese Magana LLC 0.10% Add +0.1% 2,039 $144K
True Wealth Design, LLC 0.05% Add +2.5% 2,037 $144K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.5% 2,024 $143K
Catalyst Capital Advisors LLC 0.00% Reduce -9.9% 2,024 $143K
Versant Capital Management, Inc 0.02% Add +130.8% 2,006 $142K
Chilton Capital Management LLC 0.01% No change 2,000 $142K
Quarry LP 0.04% Reduce -50.4% 1,948 $138K
LRI Investments, LLC 0.01% Reduce -37.3% 1,903 $135K
Golden State Wealth Management, LLC 0.02% No change 1,871 $132K
Cromwell Holdings LLC 0.09% Add +1.5% 1,852 $132K
Costello Asset Management, INC 0.05% New 1,840 $130K
First Community Trust NA 0.11% No change 1,800 $127K
Avalon Trust Co 0.01% Add +125.0% 1,800 $127K
Colonial Trust Advisors 0.01% Add +16.2% 1,795 $127K
Millstone Evans Group, LLC 0.09% No change 1,779 $126K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,700 $122K
Steph & Co. 0.04% No change 1,713 $121K
Covestor Ltd 0.08% Reduce -1.1% 1,703 $121K
Country Trust Bank 0.00% No change 1,677 $119K
Bank of New Hampshire 0.03% No change 1,629 $115K
Hantz Financial Services, Inc. 0.00% New 1,557 $110K
Continuum Advisory, LLC 0.01% Add +150.9% 1,548 $110K
AlphaCore Capital LLC 0.01% New 1,518 $108K
Riggs Asset Managment Co. Inc. 0.03% No change 1,528 $108K
Front Row Advisors LLC 0.04% No change 1,513 $108K
St Germain D J Co. Inc. 0.00% Reduce -51.1% 1,480 $105K
TruNorth Capital Management, LLC 0.03% Add +162.7% 1,463 $104K
Hanson & Doremus Investment Management 0.01% No change 1,459 $103K
Pinnacle Bancorp, Inc. 0.03% Reduce -8.7% 1,367 $97K
North Ridge Wealth Advisors, Inc. 0.06% No change 1,356 $96K
Exchange Traded Concepts, LLC 0.00% Reduce -90.0% 1,345 $95K
Burkett Financial Services, LLC 0.04% Add +0.8% 1,319 $93K
Capital Advisors, Ltd. LLC 0.01% Reduce -2.3% 1,293 $92K
IAG Wealth Partners, LLC 0.01% No change 1,276 $90K
Flagship Wealth Advisors, LLC 0.04% No change 1,267 $90K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,225 $87K
Winch Advisory Services, LLC 0.02% Add +0.8% 1,204 $85K
NBT Bank, N.A. 0.01% No change 1,188 $84K
Richardson Financial Services Inc. 0.06% Reduce -4.1% 1,160 $82K
IFS Advisors, LLC 0.07% No change 1,156 $82K
Oakworth Capital, Inc. 0.01% Add +46.2% 1,146 $81K
Vision Financial Markets LLC 0.09% No change 1,110 $79K
SBI Securities Co., Ltd. 0.00% Reduce -3.3% 1,094 $77K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,069 $76K
Ostrum Asset Management 0.00% Reduce -2.5% 1,072 $76K
Parkside Financial Bank & Trust 0.01% Reduce -0.7% 1,050 $74K
Heritage Wealth Advisors 0.00% No change 1,040 $74K
North Star Investment Management Corp. 0.01% No change 1,038 $73K
Washington Trust Advisors, Inc. 0.01% No change 1,030 $73K
Hager Investment Management Services, LLC 0.05% No change 1,000 $71K
Quent Capital, LLC 0.01% No change 971 $69K
Centennial Bank 0.03% No change 947 $67K
Deseret Mutual Benefit Administrators 0.03% No change 936 $66K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $64K
Truvestments Capital LLC 0.01% New 900 $64K
Salem Investment Counselors Inc. 0.00% No change 887 $63K
Caldwell Trust Co 0.01% No change 884 $63K
Cary Street Partners Investment Advisory LLC 0.04% Add +36.9% 861 $61K
WFA Asset Management Corp 0.03% Add +449.0% 1,131 $61K
CoreCap Advisors, LLC 0.00% Reduce -4.3% 858 $61K
Creative Financial Designs Inc. 0.00% Add +1.2% 837 $59K
Bell Investment Advisors, Inc 0.01% Add +34.0% 832 $59K
Financial Perspectives, Inc 0.02% Reduce -62.5% 767 $54K
Peoples Bank 0.04% No change 765 $54K
Alpine Bank Wealth Management 0.01% — 744 $53K
Strengthening Families & Communities, LLC 0.03% Add +0.8% 727 $51K
McIlrath & Eck, LLC 0.01% Add +0.8% 716 $51K
Rossby Financial, LCC 0.02% New 730 $50K
Addison Advisors LLC 0.01% Add +6.3% 703 $50K
Ransom Advisory, Ltd 0.02% No change 702 $50K
First Financial Corp. 0.02% No change 688 $49K
SOA Wealth Advisors, LLC. 0.01% No change 676 $48K
Whittier Trust Co. of Nevada Inc. 0.00% Add +15.7% 671 $47K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -0.3% 660 $47K
West Financial Advisors, LLC 0.01% No change 662 $47K
Lowe Wealth Advisors, LLC 0.02% No change 658 $47K
Kimelman & Baird, LLC 0.00% No change 652 $46K
Prestige Wealth Management Group LLC 0.01% No change 631 $45K
PSI Advisors, LLC 0.01% Reduce -61.4% 629 $45K
Tsfg, LLC 0.01% No change 607 $43K
Slocum, Gordon & Co LLP 0.03% No change 600 $42K
Hemington Wealth Management 0.01% Add +14.0% 596 $42K
Towne Trust Company, N.A 0.01% New 584 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 580 $41K
Piscataqua Savings Bank 0.04% No change 575 $41K
Bfsg, LLC 0.00% Add +1.6% 556 $39K
Rothschild Investment LLC 0.00% Reduce -23.9% 556 $39K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -61.0% 523 $37K
Luken Investment Analytics, LLC 0.02% No change 526 $37K
Canopy Partners, LLC 0.01% Add +5.0% 522 $37K
Tower View Wealth Management LLC 0.02% Add +0.8% 519 $37K
Marshall & Sterling Wealth Advisors Inc. 0.02% New 510 $36K
Asset Dedication, LLC 0.00% Add +0.8% 504 $36K
Crews Bank & Trust 0.01% No change 504 $36K
Monetary Management Group Inc. 0.01% No change 500 $35K
Archer Investment Corp 0.01% No change 500 $35K
Elevation Wealth Partners, LLC 0.02% No change 494 $35K
GS Investments, Inc. 0.02% No change 484 $34K
BankPlus Trust Department 0.01% New 483 $34K
Bruce G. Allen Investments, LLC 0.03% No change 472 $33K
Tidemark, LLC 0.01% No change 465 $33K
CVA Family Office, LLC 0.00% Reduce -15.4% 450 $32K
Adirondack Trust Co. 0.01% Reduce -3.9% 447 $32K
Capital Analysts, LLC 0.00% Add +44.1% 428 $30K
Accent Capital Management, LLC 0.02% New 410 $29K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $29K
Strategic Investment Solutions, Inc. 0.01% No change 400 $28K
Trust Co. of Vermont 0.00% Reduce -73.2% 396 $28K
GW&K Investment Management, LLC 0.00% Add +12.7% 391 $28K
Private Wealth Asset Management, LLC 0.00% — 391 $28K
Sierra Ocean, LLC 0.02% Add +0.3% 385 $27K
Global Financial Private Client, LLC 0.01% Add +6.3% 371 $26K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $25K
Glen Eagle Advisors, LLC 0.00% No change 350 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +14.3% 344 $24K
CGC Financial Services, LLC 0.01% New 326 $23K
Curio Wealth, LLC 0.01% Reduce -99.2% 2 $23K
Webster Bank, N. A. 0.00% No change 325 $23K
Bangor Savings Bank 0.00% No change 320 $23K
Rise Advisors, LLC 0.01% New 318 $23K
Fortitude Family Office, LLC 0.01% Reduce -69.0% 315 $22K
Richard W. Paul & Associates, LLC 0.01% Reduce -1.3% 311 $22K
Main Street Group, LTD 0.01% No change 295 $21K
BOK Financial Private Wealth, Inc. 0.00% No change 281 $20K
Fairscale Capital, LLC 0.02% No change 277 $20K
MCF Advisors LLC 0.00% Reduce -54.5% 270 $19K
Greenline Partners, LLC 0.00% Add +19.0% 269 $19K
Loomis Sayles & Co. L P 0.00% Add +16.2% 265 $19K
Gables Capital Management Inc. 0.01% No change 264 $19K
JFS Wealth Advisors, LLC 0.00% Add +2.3% 263 $19K
Salomon & Ludwin, LLC 0.00% No change 256 $18K
Mb, Levis & Associates, LLC 0.01% No change 250 $18K
Nemes Rush Group LLC 0.00% Add +0.8% 241 $17K
E Fund Management (Hong Kong) Co., Ltd. 0.02% Add +349.1% 247 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $17K
Armstrong Advisory Group, Inc. 0.00% No change 245 $17K
Spurstone Advisory Services, LLC 0.32% No change 233 $16K
Stonebridge Financial Group, LLC 0.00% Add +2.2% 231 $16K
Laurel Wealth Advisors LLC 0.00% No change 230 $16K
Brown Brothers Harriman & Co. 0.00% Reduce -83.0% 230 $16K
Global Wealth Strategies & Associates 0.00% No change 228 $16K
Wayfinding Financial, LLC 0.01% New 237 $16K
Saudi Central Bank 0.08% New 226 $16K
Atticus Wealth Management, LLC 0.01% No change 220 $16K
MV Capital Management, Inc. 0.00% Reduce -6.0% 220 $16K
Stuart Chaussee & Associates, Inc. 0.00% No change 202 $14K
DiNuzzo Private Wealth, Inc. 0.00% Add +1.1% 193 $14K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 192 $14K
Prudent Man Investment Management, Inc. 0.01% No change 200 $14K
Medallion Wealth Advisors, LLC 0.01% No change 184 $13K
Beacon Capital Management, LLC 0.00% Add +0.6% 176 $12K
Sittner & Nelson, LLC 0.01% No change 169 $12K
Parvin Asset Management, LLC 0.01% No change 158 $11K
Rialto Wealth Management, LLC 0.00% Add +4.7% 157 $11K
NewSquare Capital LLC 0.00% Add +613.6% 157 $11K
MilWealth Group LLC 0.00% No change 148 $10K
Investors Research Corp 0.00% New 142 $10K
Financial Management Professionals, Inc. 0.00% Add +12.1% 139 $10K
Clearstead Trust, LLC 0.00% New 138 $10K
Dunhill Financial, LLC 0.00% Reduce -7.1% 130 $9K
Future Financial Wealth Managment LLC 0.01% No change 129 $9K
Dagco, Inc. 0.00% New 118 $8K
Valley National Advisers Inc. 0.00% Reduce -28.1% 115 $8K
Carolinas Wealth Consulting LLC 0.00% Reduce -23.3% 112 $8K
Valued Wealth Advisors LLC 0.00% No change 100 $7K
Transce3nd, LLC 0.00% No change 100 $7K
Duncker Streett & Co. Inc. 0.00% No change 100 $7K
TD Waterhouse Canada Inc. 0.00% Reduce -55.6% 100 $7K
City Holding Co. 0.00% New 99 $7K
Avion Wealth 0.00% No change 110 $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 $7K
Activest Wealth Management 0.00% Add +2250.0% 94 $7K
Independence Bank of Kentucky 0.00% No change 90 $6K
Aspect Partners, LLC 0.00% Reduce -4.5% 85 $6K
LGT Financial Advisors LLC 0.02% Reduce -76.2% 83 $6K
Raffa Wealth Management, LLC 0.00% No change 80 $6K
Halbert Hargrove Global Advisors, LLC 0.00% New 79 $6K
Private Wealth Management Group, LLC 0.00% No change 78 $6K
Mascoma Wealth Management LLC 0.00% No change 75 $5K
Pittenger & Anderson Inc. 0.00% No change 72 $5K
Olistico Wealth, LLC 0.00% New 71 $5K
Cornerstone Planning Group LLC 0.00% Add +52.2% 70 $5K
Abound Wealth Management 0.00% Reduce -23.3% 69 $5K
Great Lakes Advisors, LLC 0.00% Reduce -11.5% 69 $5K
Westside Investment Management, Inc. 0.00% No change 66 $5K
ORG Partners LLC 0.00% Reduce -73.3% 63 $5K
Sachetta, LLC 0.00% Reduce -1.6% 61 $4K
Grove Bank & Trust 0.00% No change 61 $4K
TFC Financial Management, Inc. 0.00% No change 57 $4K
Highline Wealth Partners LLC 0.00% Add +64.7% 56 $4K
Hughes Financial Services, LLC 0.00% New 53 $4K
Anchor Investment Management, LLC 0.00% No change 48 $3K
Pacifica Partners Inc. 0.00% No change 45 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 54 $3K
Penserra Capital Management LLC 0.00% Reduce -96.8% 48 $3K
WealthTrak Capital Management LLC 0.00% Add +60.0% 40 $3K
Granite FO LLC 0.00% No change 39 $3K
SJS Investment Consulting Inc. 0.00% Add +12.9% 35 $2K
Holos Integrated Wealth LLC 0.00% No change 33 $2K
WPG Advisers, LLC 0.00% Reduce -57.3% 32 $2K
Clark Wealth Partners 0.00% No change 32 $2K
MPWM Advisory Solutions, LLC 0.00% No change 30 $2K
Key Financial Inc 0.00% No change 29 $2K
Trifecta Capital Advisors, LLC 0.00% No change 28 $2K
New Millennium Group LLC 0.00% New 27 $2K
First Command Advisory Services, Inc. 0.00% Reduce -99.0% 23 $2K
POM Investment Strategies, LLC 0.00% No change 21 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -4.8% 20 $1K
Hoese & Co LLP 0.00% Reduce -97.6% 20 $1K
Core Alternative Capital 0.00% No change 18 $1K
Principia Wealth Advisory, LLC 0.00% Add +70.0% 17 $1K
Cape Investment Advisory, Inc. 0.00% No change 16 $1K
Winnacle Wealth LLC 0.00% Add +60.0% 16 $1K
Transamerica Financial Advisors, LLC 0.00% No change 7 $1K
TD Capital Management LLC 0.00% No change 14 $999
Bay Harbor Wealth Management, LLC 0.00% New 13 $925
JDM Financial Group LLC 0.00% No change 13 $920
West Paces Advisors Inc. 0.00% No change 13 $920
HHM Wealth Advisors, LLC 0.00% Add +9.1% 12 $850
Physician Wealth Advisors, Inc. 0.00% No change 11 $779
Capital A Wealth Management, LLC 0.00% No change 10 $708
American Capital Advisory, LLC 0.00% New 10 $708
Nvwm, LLC 0.00% No change 10 $708
Atlas Capital Advisors Inc. 0.00% Reduce -92.6% 8 $566
YANKCOM Partnership 0.00% No change 7 $496
Parkworth Wealth Management, Inc. 0.00% No change 5 $354
Chesapeake Asset Management LLC 0.00% No change 5 $353
HFM Investment Advisors, LLC 0.00% — 4 $284
Bellwether Advisors, LLC 0.00% No change 4 $283
GoalVest Advisory LLC 0.00% New 3 $212

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