Xcel EnergyXEL

13F holders, Q2 2025 (June 30)
1,133holders −2
100new positions
101sold out
8famous investors
$68.12avg. 13F price*

At the end of Q2 2025, 1,133 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, down 2 from Q1 2025. 100 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($5.1B), BlackRock, Inc. ($3.4B) and State Street Corp. ($2.3B). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions100$1.0B
Exits101$215.3M

All 13F filers, Q1 2025 → Q2 2025: 44,580,432 shares bought and 22,630,195 shares sold, net +21,950,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,133 holders

Vanguard Group Inc. 0.08% Reduce -0.1% 74,724,702 $5.1B
BlackRock, Inc. 0.07% Add +2.8% 50,612,206 $3.4B
State Street Corp. 0.09% Add +0.4% 34,144,257 $2.3B
T. Rowe Price Associates Inc. 0.24% Add +22.6% 31,639,218 $2.2B
Bank of America Corp. 0.14% Add +8.9% 26,262,079 $1.8B
JPMorgan Chase & Co. 0.09% Reduce -3.0% 20,194,376 $1.4B
Massachusetts Financial Services Co. 0.41% Add +10.3% 18,719,520 $1.3B
Geode Capital Management, LLC 0.08% Add +2.9% 16,191,204 $1.1B
Aristotle Capital Management, LLC 1.69% Reduce -1.6% 12,897,653 $878.3M
GQG Partners LLC 1.21% New 12,501,554 $851.4M
Invesco Ltd. 0.09% Add +29.0% 7,366,422 $501.7M
Morgan Stanley 0.03% Add +7.2% 6,715,196 $457.3M
Goldman Sachs Group Inc. 0.07% Add +0.8% 6,242,449 $425.1M
Barrow Hanley Mewhinney & Strauss LLC 1.43% Reduce -0.5% 6,220,004 $423.6M
FMR LLC 0.02% Reduce -3.9% 5,932,680 $404.0M
Legal & General Group Plc 0.10% Add +7.8% 5,652,073 $384.9M
Franklin Resources Inc. 0.10% Reduce -0.5% 5,448,482 $371.0M
Pictet Asset Management Holding SA 0.37% Reduce -3.0% 5,288,882 $360.2M
Northern Trust Corp. 0.05% Reduce -11.9% 5,258,595 $358.1M
Barclays PLC 0.11% Reduce -17.7% 3,953,323 $269.2M
Newport Trust Company, LLC 0.64% Reduce -2.9% 3,911,588 $266.4M
Royal Bank of Canada 0.05% Add +20.0% 3,857,649 $262.7M
Charles Schwab Investment Management Inc. 0.04% Add +1.6% 3,734,517 $254.3M
Bank of New York Mellon Corp 0.05% Reduce -5.1% 3,536,442 $240.8M
Mitsubishi UFJ Trust & Banking Corp 0.55% Add +8.8% 3,516,056 $239.4M
Capital Research Global Investors 0.05% Add +1.0% 3,444,172 $234.5M
Zimmer Partners, LP 5.33% Reduce -17.1% 3,419,300 $232.9M
American Century Companies Inc. 0.12% Add +13.5% 3,261,130 $222.1M
Nordea Investment Management AB 0.20% Add +10.3% 3,211,081 $216.0M
Ameriprise Financial Inc. 0.05% Add +31.1% 3,012,231 $205.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +12.9% 2,977,092 $202.7M
Brookfield Corp 0.24% Reduce -3.1% 2,837,871 $193.3M
Federated Hermes, Inc. 0.33% Add +1.2% 2,599,729 $177.0M
Deutsche Bank AG 0.07% Add +44.7% 2,596,718 $176.8M
Raymond James Financial Inc. 0.06% Add +100.3% 2,519,061 $171.5M
Reaves W H & Co. Inc. 3.80% Add +9.4% 2,516,325 $171.4M
Principal Financial Group Inc. 0.09% Add +2.6% 2,489,752 $169.6M
UBS Group AG 0.03% Add +25.5% 2,404,096 $163.7M
Nuveen, LLC 0.04% Add +5.0% 2,306,886 $157.1M
Russell Investments Group, Ltd. 0.20% Add +16.9% 2,286,971 $155.7M
Duff & Phelps Investment Management Co. 1.77% Add +11.6% 2,206,529 $150.3M
California Public Employees Retirement System 0.09% Reduce -15.5% 2,166,091 $147.5M
First Trust Advisors LP 0.12% Reduce -14.5% 2,120,438 $144.4M
Magellan Asset Management Ltd 1.56% Reduce -3.4% 2,003,050 $136.4M
Dimensional Fund Advisors LP 0.03% Add +1.8% 1,974,342 $134.4M
Wells Fargo & Company 0.03% Add +1.2% 1,867,141 $127.2M
Swiss National Bank 0.07% Add +7.7% 1,743,600 $118.7M
Macquarie Group Ltd. 0.15% Add +7.6% 1,742,751 $118.7M
Electron Capital Partners, LLC 6.30% Reduce -10.1% 1,728,063 $117.7M
Balyasny Asset Management L.P. 0.27% Add +2324.9% 1,716,351 $116.9M
LPL Financial LLC 0.04% Add +7.1% 1,650,953 $112.4M
Jennison Associates LLC 0.06% Reduce -1.4% 1,587,218 $108.1M
CBRE Investment Management Listed Real Assets LLC 1.58% Add +4.4% 1,519,160 $103.5M
AQR Capital Management 0.08% Reduce -9.1% 1,509,643 $101.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -0.7% 1,490,893 $101.5M
Envestnet Asset Management Inc. 0.03% Add +3.9% 1,407,412 $95.8M
Stifel Financial Corp. 0.08% Reduce -0.7% 1,239,542 $84.4M
HSBC Holdings PLC 0.05% Add +6.5% 1,193,488 $81.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +7.2% 1,161,723 $79.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.40% Add +1.3% 1,111,027 $75.7M
Cohen & Steers, Inc. 0.14% Add +25.3% 1,105,432 $75.3M
Janus Henderson Group PLC 0.04% Add +6.8% 1,104,840 $75.2M
Sei Investments Co. 0.09% Reduce -11.1% 1,080,508 $73.6M
Rhumbline Advisers 0.06% Add +0.4% 1,027,457 $70.0M
Regions Financial Corp. 0.48% Add +1.3% 1,025,621 $69.8M
Assenagon Asset Management S.A. 0.11% Add +5894.2% 998,507 $68.0M
Energy Income Partners, LLC 1.28% Reduce -8.5% 959,224 $65.3M
Merewether Investment Management, LP 1.85% New 945,110 $64.4M
Brandywine Global Investment Management, LLC 0.45% Add +0.6% 929,312 $63.3M
Amundi 0.02% Reduce -40.0% 934,229 $63.1M
ProShare Advisors LLC 0.12% Add +6.0% 913,439 $62.2M
Citigroup Inc. 0.04% Reduce -5.8% 857,512 $58.4M
HITE Hedge Asset Management LLC 3.25% Add +11.6% 827,874 $56.4M
Victory Capital Management Inc. 0.03% Reduce -80.7% 768,557 $52.3M
Allianz Asset Management GmbH 0.07% Reduce -10.3% 738,964 $50.3M
BNP Paribas Financial Markets 0.04% Reduce -58.8% 709,711 $48.3M
New York State Common Retirement Fund 0.06% Add +31.8% 703,403 $47.9M
Vaughan David Investments LLC 1.07% Add +1.4% 702,756 $47.9M
Squarepoint Ops LLC 0.10% Add +729.5% 693,740 $47.2M
California State Teachers Retirement System 0.05% Add +1.9% 693,079 $47.2M
Alliancebernstein L.P. 0.01% Add +4.0% 668,004 $45.5M
Treasurer of the State of North Carolina 0.14% Add +65.3% 663,982 $45.2M
Anchor Capital Advisors LLC 1.32% Add +2.4% 660,346 $45.0M
National Pension Service 0.04% Add +1.0% 643,366 $43.8M
Bank of Montreal 0.02% Reduce -9.7% 638,607 $43.5M
Freestone Grove Partners LP 0.31% New 603,876 $41.1M
Canada Pension Plan Investment Board 0.03% Add +21.4% 590,659 $40.2M
Manufacturers Life Insurance Company, The 0.04% Add +4.4% 585,572 $39.9M
State Board of Administration of Florida Retirement System 0.07% Add +1.2% 576,152 $39.2M
Aventail Capital Group, LP 1.73% Reduce -0.4% 569,777 $38.8M
National Bank of Canada 0.04% Reduce -48.9% 562,695 $38.3M
Gabelli Funds LLC 0.26% Reduce -0.5% 537,416 $36.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -31.8% 528,242 $36.0M
Wealth Enhancement Advisory Services, LLC 0.06% Add +10.5% 521,980 $35.6M
Old Republic International Corp. 1.39% No change 522,200 $35.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -6.8% 437,088 $29.8M
State of Wisconsin Investment Board 0.07% Add +13.6% 432,576 $29.5M
Korea Investment CORP 0.06% Reduce -6.5% 424,689 $28.9M
Lazard Asset Management LLC 0.04% Add +5.8% 416,405 $28.4M
New York State Teachers Retirement System 0.06% Add +0.1% 415,488 $28.3M
Mairs & Power Inc. 0.25% Add +0.6% 376,431 $25.6M
Ensign Peak Advisors, Inc 0.04% Add +6.2% 374,948 $25.5M
Jupiter Asset Management Ltd. 0.21% Reduce -14.2% 361,999 $24.7M
EP Wealth Advisors, LLC 0.16% Add +3324.6% 347,699 $23.7M
Prudential Financial Inc. 0.03% Add +7.7% 336,070 $22.9M
US Bancorp \de 0.03% Add +0.1% 333,494 $22.7M
Millennium Management 0.02% Reduce -86.3% 331,208 $22.6M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +26.4% 329,584 $22.4M
Natixis Advisors, LLC 0.04% Add +17.4% 327,768 $22.3M
CANADA LIFE ASSURANCE Co 0.03% Add +0.3% 312,782 $21.3M
Chevy Chase Trust Holdings, LLC 0.06% Add +1.1% 306,105 $20.8M
Cerity Partners LLC 0.04% Reduce -0.0% 305,794 $20.8M
Public Employees Retirement System of Ohio 0.07% Reduce -0.2% 301,367 $20.5M
Creative Planning 0.02% Reduce -2.1% 301,159 $20.5M
Teilinger Capital Ltd. 20.87% Reduce -16.7% 300,000 $20.4M
Guggenheim Capital LLC 0.16% Add +30.9% 297,116 $20.2M
Associated Banc-Corp 0.56% Reduce -1.0% 288,176 $19.6M
Citadel Advisors 0.02% Add +3729.8% 279,688 $19.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -6.4% 278,859 $19.0M
Beck Bode, LLC 3.21% Add +9.5% 278,327 $19.0M
Toronto Dominion Bank 0.04% Add +23.6% 270,344 $18.4M
Tortoise Capital Advisors, L.L.C. 0.23% Add +759.2% 261,729 $17.8M
Sone Capital Management, LLC 1.63% Add +0.3% 259,916 $17.7M
Asset Management One Co., Ltd. 0.05% Add +1.0% 256,707 $17.5M
Commonwealth Equity Services, LLC 0.02% Reduce -2.8% 251,558 $17.1M
CIBC Asset Management Inc 0.05% Reduce -3.2% 242,624 $16.5M
State of Tennessee, Department of Treasury 0.06% Add +18.7% 242,074 $16.5M
Rafferty Asset Management, LLC 0.05% Add +1.4% 238,729 $16.3M
Quantinno Capital Management LP 0.07% Add +16.0% 238,479 $16.2M
Nomura Asset Management Co. Ltd. 0.04% Add +1.5% 235,213 $16.0M
Wedge Capital Management L L P 0.28% Add +31.0% 233,989 $15.9M
Truist Financial Corp. 0.02% Reduce -0.7% 233,760 $15.9M
Allworth Financial LP 0.08% Reduce -2.6% 232,262 $15.8M
TD Asset Management Inc 0.01% Add +2.5% 231,099 $15.7M
PNC Financial Services Group, Inc. 0.01% Reduce -3.2% 222,406 $15.1M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -43.2% 221,369 $15.1M
Nissay Asset Management Corp. /Japan 0.09% Reduce -1.3% 220,165 $15.0M
Mn Services Vermogensbeheer B.V. 0.10% Add +7.9% 215,355 $14.7M
Susquehanna International Group, LLP 0.02% Add +190.8% 212,491 $14.5M
Aberdeen Group plc 0.02% Add +8.1% 210,696 $14.3M
Viking Fund Management LLC 1.96% Add +31.3% 210,000 $14.3M
Resona Asset Management Co.,Ltd. 0.07% Add +6.2% 209,180 $14.2M
Blue Chip Partners, LLC 1.15% Reduce -0.9% 207,062 $14.1M
Yaupon Capital Management LP 0.92% Reduce -24.2% 201,545 $13.7M
Van Eck Associates Corp. 0.02% Add +10.4% 200,675 $13.7M
Gradient Investments LLC 0.25% Reduce -1.5% 198,030 $13.5M
AMF Tjanstepension AB 0.09% Add +458.7% 195,312 $13.3M
Bruce & Co., Inc. 4.30% No change 194,500 $13.2M
Daiwa Securities Group Inc. 0.05% Add +56.1% 193,482 $13.2M
State of New Jersey Common Pension Fund D 0.05% Add +1.0% 193,206 $13.2M
NEOS Investment Management LLC 0.16% Add +55.5% 191,111 $13.0M
Mackenzie Financial Corp. 0.02% Reduce -52.4% 187,140 $12.7M
Hudson Bay Capital Management LP 0.09% Reduce -34.5% 186,991 $12.7M
Renaissance Technologies 0.02% Reduce -67.6% 183,700 $12.5M
Marshall Wace, LLP 0.01% Reduce -5.6% 182,520 $12.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +4.2% 181,278 $12.3M
Voya Investment Management LLC 0.01% Reduce -15.6% 169,576 $11.5M
AXA S.A. 0.03% Add +76.5% 169,257 $11.5M
Assetmark, Inc. 0.03% Add +13.0% 168,596 $11.5M
Arizona State Retirement System 0.07% Add +1.4% 168,322 $11.5M
Verition Fund Management LLC 0.07% Add +106.5% 164,026 $11.2M
Cetera Investment Advisers 0.02% Add +0.4% 163,597 $11.1M
Osaic Holdings, Inc. 0.02% Add +12.2% 161,262 $11.1M
SIR Capital Management, L.P. 0.98% Reduce -32.2% 161,389 $11.0M
Ilmarinen Mutual Pension Insurance Co 0.09% Reduce -3.9% 160,500 $10.9M
Commerce Bank 0.06% Reduce -0.1% 160,364 $10.9M
Burkehill Global Management, LP 0.80% Reduce -61.0% 160,000 $10.9M
Calamos Advisors LLC 0.07% No change 159,163 $10.8M
Comerica Bank 0.04% Add +8.5% 158,694 $10.8M
State of Michigan Retirement System 0.06% Add +0.6% 156,794 $10.7M
Susquehanna Portfolio Strategies, LLC 0.22% New 150,345 $10.2M
Allspring Global Investments Holdings, LLC 0.02% Reduce -3.2% 148,257 $10.2M
SummitTX Capital, L.P. 0.44% Reduce -48.9% 147,841 $10.1M
Janney Montgomery Scott LLC 0.03% Add +7.4% 147,615 $10.1M
HighTower Advisors, LLC 0.01% Add +42.7% 147,354 $10.0M
Illinois Municipal Retirement Fund 0.14% Add +31.6% 147,329 $10.0M
MetLife Investment Management, LLC 0.06% Reduce -1.5% 146,964 $10.0M
Empower Advisory Group, LLC 0.03% Reduce -0.6% 146,407 $10.0M
Leeward Investments, LLC - MA 0.52% Reduce -1.8% 144,065 $9.8M
Sourcerock Group LLC 0.50% Add +102.4% 141,658 $9.6M
Susquehanna Fundamental Investments, LLC 0.26% Reduce -9.6% 141,190 $9.6M
Czech National Bank 0.07% Add +6.9% 140,980 $9.6M
Mariner, LLC 0.01% Add +0.1% 140,741 $9.6M
Jump Financial, LLC 0.12% New 135,038 $9.2M
Zions Bancorporation, National Association 0.49% Reduce -0.7% 134,848 $9.2M
RWC Asset Management LLP 0.58% Reduce -0.3% 133,209 $9.1M
Worldquant Millennium Advisors LLC 0.04% Add +1.9% 132,578 $9.0M
Martingale Asset Management L P 0.22% Reduce -4.0% 130,815 $8.9M
Corient Private Wealth LP 0.01% Add +0.3% 130,392 $8.9M
Dean Investment Associates, LLC 1.30% Reduce -1.7% 129,537 $8.8M
SG Americas Securities, LLC 0.04% Add +187.4% 126,935 $8.6M
IFM Investors Pty Ltd 0.08% Add +1.1% 126,720 $8.6M
Reinhart Partners, Llc. 0.29% Reduce -8.1% 124,077 $8.4M
Retirement Systems of Alabama 0.03% Add +0.3% 123,761 $8.4M
&partners 0.06% Add +8.8% 122,207 $8.3M
Forsta Ap-Fonden 0.05% Add +5.7% 121,500 $8.3M
Cresset Asset Management, LLC 0.04% Reduce -6.5% 120,303 $8.3M
Public Sector Pension Investment Board 0.03% Reduce -22.7% 118,695 $8.1M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -61.8% 117,474 $8.0M
Wealthfront Advisers LLC 0.02% Reduce -17.6% 115,655 $7.9M
GF Fund Management Co. LTD. 0.16% Reduce -2.0% 114,869 $7.8M
First National Bank of Omaha 0.51% Reduce -0.8% 114,689 $7.8M
Amalgamated Bank 0.06% Add +1.1% 114,575 $7.8M
O'shaughnessy Asset Management, LLC 0.05% Add +12.4% 114,336 $7.8M
Cibc World Markets Corp. 0.05% Add +64.0% 113,632 $7.7M
Hennessy Advisors Inc. 0.25% Reduce -2.2% 111,999 $7.6M
Captrust Financial Advisors 0.02% Add +0.1% 111,433 $7.6M
Harvest Fund Management Co., Ltd 0.36% Add +42.2% 110,535 $7.6M
Pacer Advisors, Inc. 0.02% Add +90.2% 108,893 $7.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +196.2% 108,714 $7.4M
Employees Retirement System of Texas 0.07% New 107,887 $7.3M
Decade Renewable Partners LP 5.87% Add +0.5% 106,100 $7.2M
Contravisory Investment Management, Inc. 1.42% Add +0.5% 105,712 $7.2M
BTC Capital Management, Inc. 0.58% Reduce -3.0% 105,417 $7.2M
Calydon Capital 0.69% Add +8.1% 103,360 $7.0M
Polymer Capital Management (US) LLC 1.12% Reduce -4.9% 100,000 $6.8M
Focus Financial Network, Inc. 0.26% Reduce -8.3% 95,277 $6.5M
Utah Retirement Systems 0.07% Reduce -0.5% 94,907 $6.5M
Xponance LLC 0.05% Add +18.5% 93,252 $6.4M
DekaBank Deutsche Girozentrale 0.01% Add +0.5% 93,013 $6.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -5.3% 92,157 $6.3M
Opus Investment Management Inc. 4.15% No change 91,709 $6.2M
Occudo Quantitative Strategies LP 0.70% New 91,631 $6.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -17.5% 90,623 $6.2M
Pathstone Holdings, LLC 0.02% Add +8.6% 90,457 $6.2M
Yousif Capital Management, LLC 0.07% Add +15.5% 89,890 $6.1M
Man Group plc 0.01% Reduce -52.0% 88,988 $6.1M
Aquatic Capital Management LLC 0.12% New 88,605 $6.0M
Teacher Retirement System of Texas 0.03% Add +4.2% 87,463 $6.0M
Police & Firemen's Retirement System of New Jersey 0.06% Add +4.6% 87,459 $6.0M
Abn Amro Investment Solutions 0.12% Reduce -2.4% 86,500 $5.9M
Kayne Anderson Capital Advisors LP 0.14% Reduce -54.7% 86,410 $5.9M
Miller Howard Investments Inc. 0.18% Add +174.5% 85,542 $5.8M
Palisade Asset Management, LLC 0.57% Reduce -3.6% 84,463 $5.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +6.1% 83,683 $5.7M
USS Investment Management Ltd 0.04% Add +17.7% 83,432 $5.7M
Bank of Nova Scotia 0.01% Add +21.0% 80,958 $5.5M
MML Investors Services, LLC 0.02% Add +6.6% 79,746 $5.4M
Westpac Banking Corp. 0.36% Add +28.7% 79,588 $5.4M
Shelton Capital Management 0.12% Reduce -1.8% 78,763 $5.4M
New York Life Investment Management LLC 0.05% Add +2.7% 78,653 $5.4M
Rockefeller Capital Management L.P. 0.01% Add +30.7% 78,362 $5.3M
First PREMIER Bank 1.26% Reduce -0.4% 76,654 $5.2M
M&T Bank Corp 0.02% Reduce -20.0% 76,490 $5.2M
BTG Pactual Asset Management US LLC 0.67% Reduce -27.7% 73,368 $5.0M
Louisiana State Employees Retirement System 0.09% Reduce -0.4% 72,600 $4.9M
DAVENPORT & Co LLC 0.03% Add +3.5% 72,541 $4.9M
Profund Advisors LLC 0.18% Add +20.0% 71,899 $4.9M
Mercer Global Advisors Inc. 0.01% Reduce -5.2% 71,865 $4.9M
Tudor Investment Corporation 0.04% New 70,472 $4.8M
American Assets Investment Management, LLC 0.38% No change 70,000 $4.8M
Cwm, LLC 0.02% Reduce -1.9% 69,418 $4.7M
Atria Investments, Inc 0.05% Add +6.4% 67,734 $4.6M
Intact Investment Management Inc. 0.16% Reduce -17.4% 67,500 $4.6M
NewEdge Advisors, LLC 0.02% Add +2.1% 66,476 $4.5M
Mutual of America Capital Management LLC 0.05% Reduce -1.0% 66,131 $4.5M
Vanguard Personalized Indexing Management, LLC 0.05% Add +27.4% 65,231 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -3.9% 64,670 $4.4M
Larson Financial Group LLC 0.18% Add +18.8% 64,281 $4.4M
Vestcor Inc 0.13% Reduce -4.0% 64,205 $4.4M
Jefferies Financial Group Inc. 0.08% Reduce -54.4% 64,003 $4.4M
iA Global Asset Management Inc. 0.07% Add +1.0% 63,892 $4.4M
TriaGen Wealth Management LLC 1.29% New 62,479 $4.3M
Woodline Partners LP 0.02% Add +28.6% 62,387 $4.2M
Berkley W R Corp. 0.26% New 61,800 $4.2M
Focus Partners Wealth 0.01% Reduce -1.8% 61,711 $4.2M
Nisa Investment Advisors, LLC 0.02% Reduce -1.6% 60,509 $4.2M
Glenmede Investment Management, LP 0.02% — 60,852 $4.1M
First Bank & Trust 0.73% Add +3.8% 60,186 $4.1M
Bridge Creek Capital Management LLC 1.17% Add +0.5% 58,233 $4.0M
Bogart Wealth, LLC 0.17% Reduce -16.9% 58,200 $4.0M
Boothbay Fund Management, LLC 0.12% Add +43.0% 57,612 $3.9M
Morton Community Bank 0.97% Add +3.6% 57,287 $3.9M
Oliver Luxxe Assets LLC 0.70% Reduce -42.0% 57,253 $3.9M
Private Advisor Group, LLC 0.02% Add +9.0% 57,189 $3.9M
Public Employees Retirement Association of Colorado 0.01% No change 55,789 $3.8M
TD Private Client Wealth LLC 0.09% Add +0.4% 53,571 $3.6M
Kestra Advisory Services, LLC 0.02% Add +12.3% 53,547 $3.6M
Ameritas Investment Partners, Inc. 0.11% Add +0.1% 53,399 $3.6M
Sanctuary Advisors, LLC 0.02% Reduce -0.5% 53,008 $3.6M
Meyer Handelman Co. 0.12% Reduce -0.2% 51,881 $3.5M
Metis Global Partners, LLC 0.09% Add +7.9% 51,568 $3.5M
UniSuper Management Pty Ltd 0.02% Add +0.6% 51,082 $3.5M
Prudential PLC 0.02% Add +35.8% 50,679 $3.5M
Investment Management Corp of Ontario 0.05% Reduce -38.4% 50,278 $3.4M
Oregon Public Employees Retirement Fund 0.06% Add +0.8% 49,768 $3.4M
Schroder Investment Management Group 0.00% Reduce -6.4% 49,686 $3.4M
KBC Group NV 0.01% No change 47,909 $3.3M
Lanark Financial, Inc. 0.27% Add +2.7% 47,671 $3.2M
Stiles Financial Services Inc 1.12% Reduce -9.2% 47,450 $3.2M
Avantax Advisory Services, Inc. 0.02% Add +12.0% 47,196 $3.2M
Intech Investment Management LLC 0.03% Reduce -25.3% 46,897 $3.2M
Swiss Life Asset Management Ltd 0.02% Add +4.5% 46,504 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.6% 46,344 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% Add +1.5% 45,012 $3.1M
Simon Quick Advisors, LLC 0.15% Add +487.7% 44,052 $3.0M
Jane Street Group, LLC 0.00% New 44,005 $3.0M
Fifth Third Bancorp 0.01% Add +1.0% 43,164 $2.9M
Geneos Wealth Management Inc. 0.07% Add +75.9% 42,470 $2.9M
Norinchukin Bank, The 0.04% Add +4.1% 42,275 $2.9M
QRG Capital Management, Inc. 0.02% Add +7.0% 41,782 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +1.5% 40,810 $2.8M
Thrivent Financial for Lutherans 0.01% Reduce -5.1% 40,043 $2.7M
Mizuho Securities USA LLC 0.06% — 39,868 $2.7M
Sterling Capital Management LLC 0.04% Add +21.6% 39,745 $2.7M
Siemens Fonds Invest GmbH 0.16% Add +0.2% 39,712 $2.7M
Dark Forest Capital Management LP 0.11% New 39,418 $2.7M
Strong Tower Advisory Services 0.53% Add +9.6% 39,358 $2.7M
Navellier & Associates Inc. 0.32% Reduce -0.9% 38,218 $2.6M
Blair William & Co. 0.01% Add +0.4% 38,183 $2.6M
Tema ETFs LLC 0.68% Add +34.7% 37,813 $2.6M
ExodusPoint Capital Management, LP 0.03% Reduce -98.1% 37,651 $2.6M
Integrated Wealth Concepts LLC 0.03% Reduce -8.2% 37,470 $2.6M
Natixis 0.01% Add +92.2% 37,112 $2.5M
Kentucky Retirement Systems 0.07% Reduce -6.2% 36,830 $2.5M
Berger Financial Group, Inc 0.16% Reduce -0.8% 36,447 $2.5M
Sequoia Financial Advisors, LLC 0.02% Add +35.4% 35,803 $2.4M
Edgemoor Investment Advisors, Inc. 0.21% Reduce -2.2% 35,708 $2.4M
ARS Investment Partners, LLC 0.17% Add +1.4% 35,229 $2.4M
JARISLOWSKY, FRASER Ltd 0.01% No change 35,000 $2.4M
Hartford Investment Management Co. 0.08% Reduce -1.0% 34,772 $2.4M
First National Advisers, LLC 0.34% Add +1.2% 34,340 $2.3M
Fulton Bank, N.A. 0.09% Reduce -3.0% 34,127 $2.3M
Agf Management Ltd. 0.01% Reduce -61.0% 33,719 $2.3M
AMG National Trust Bank 0.06% No change 33,466 $2.3M
Y-Intercept (Hong Kong) Ltd 0.06% Add +49.6% 33,373 $2.3M
Crossmark Global Holdings, Inc. 0.04% Reduce -3.1% 33,312 $2.3M
XTX Topco Ltd 0.09% Add +910.8% 32,638 $2.2M
Machina Capital S.A.S. 0.46% New 32,511 $2.2M
Royal London Asset Management Ltd. 0.01% Add +8.3% 32,174 $2.2M
Shell Asset Management Co. 0.08% Add +22.5% 31,967 $2.2M
Walleye Capital LLC 0.02% New 31,383 $2.1M
Sound View Wealth Advisors Group, LLC 0.15% Add +82.2% 30,666 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -5.4% 30,342 $2.1M
LBP Am SA 0.03% Reduce -1.8% 30,086 $2.0M
Securian Asset Management, Inc. 0.06% Reduce -0.9% 30,069 $2.0M
Commerzbank Aktiengesellschaft 0.05% Add +9.7% 29,721 $2.0M
Gallo Partners, LP 1.30% Reduce -41.5% 29,269 $2.0M
Gulf International Bank (UK) Ltd 0.07% Reduce -10.2% 29,226 $2.0M
Sciencast Management LP 0.40% New 28,682 $2.0M
Bleakley Financial Group, LLC 0.05% Add +12.4% 28,052 $1.9M
Maryland State Retirement & Pension System 0.04% Add +4.4% 28,052 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +11.6% 27,900 $1.9M
Epiq Partners, LLC 1.01% No change 27,873 $1.9M
D.A. Davidson & Co. 0.01% Add +2.5% 27,869 $1.9M
Summit Trail Advisors, LLC 0.03% Add +5.3% 27,566 $1.9M
NorthCoast Asset Management LLC 0.01% Add +10.4% 27,497 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Reduce -8.0% 27,512 $1.9M
Tradition Wealth Management, LLC 0.15% Add +0.6% 27,486 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Add +26.1% 27,285 $1.9M
Wexford Capital LP 0.52% Reduce -28.1% 27,222 $1.9M
Pallas Capital Advisors LLC 0.07% Reduce -2.1% 27,036 $1.8M
New Mexico Educational Retirement Board 0.06% No change 26,878 $1.8M
Orion Porfolio Solutions, LLC 0.02% Add +13.0% 26,805 $1.8M
Bokf, NA 0.03% Reduce -4.0% 26,549 $1.8M
Lido Advisors, LLC 0.01% Reduce -2.1% 25,873 $1.8M
Raleigh Capital Management Inc. 0.74% Add +3.5% 25,975 $1.8M
Dean Capital Management 0.73% Reduce -7.2% 25,913 $1.8M
Mitchell & Pahl Private Wealth, LLC 0.77% Add +3.4% 25,647 $1.7M
Wedbush Securities Inc. 0.06% Reduce -30.8% 25,447 $1.7M
Huntington National Bank 0.01% Add +1.1% 25,147 $1.7M
First Dallas Securities Inc. 0.68% Reduce -3.3% 25,128 $1.7M
Resolution Capital Ltd 0.03% New 24,973 $1.7M
Quotient Wealth Partners, LLC 0.05% Reduce -1.4% 24,900 $1.7M
Principal Securities, Inc. 0.03% Add +42.3% 24,661 $1.7M
Jones Financial Companies LLLP 0.00% Add +20.1% 24,586 $1.7M
AE Wealth Management LLC 0.01% Add +29.4% 24,336 $1.7M
Daiichi Life Insurance Co., Ltd. 0.05% No change 24,220 $1.6M
Choreo, LLC 0.02% Add +3.9% 23,551 $1.6M
Royal Fund Management, LLC 0.17% Reduce -0.9% 23,696 $1.6M
Procyon Advisors, LLC 0.15% Reduce -18.1% 23,465 $1.6M
Horizon Investments, LLC 0.02% Add +109.1% 23,125 $1.6M
Vident Advisory, LLC 0.02% Reduce -36.0% 23,088 $1.6M
Neuberger Berman Group LLC 0.00% Add +8.3% 23,081 $1.6M
Wealth Alliance, LLC 0.17% Reduce -1.6% 22,953 $1.6M
Central Bank & Trust Co. 0.25% Reduce -1.1% 22,851 $1.6M
Ascent Group, LLC 0.06% Add +17.7% 22,753 $1.5M
Oppenheimer & Co. Inc. 0.02% Reduce -2.5% 22,689 $1.5M
Harbour Investments, Inc. 0.04% Reduce -2.2% 22,213 $1.5M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +39.2% 22,192 $1.5M
Dakota Wealth Management 0.03% Add +4.6% 22,080 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +2.3% 22,062 $1.5M
Park Avenue Securities LLC 0.01% Add +6.7% 22,042 $1.5M
Merit Financial Group, LLC 0.02% Add +4.8% 21,647 $1.5M
Beacon Pointe Advisors, LLC 0.02% Reduce -4.0% 21,629 $1.5M
CW Advisors, LLC 0.01% Add +3.3% 21,620 $1.5M
Engineers Gate Manager LP 0.02% Add +422.7% 21,399 $1.5M
Verdence Capital Advisors LLC 0.10% Add +0.9% 21,373 $1.5M
Accredited Investors Inc. 0.09% Add +1.5% 21,276 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -2.3% 21,239 $1.4M
Benjamin Edwards Inc. 0.02% Add +14.7% 21,207 $1.4M
HighPoint Advisor Group LLC 0.08% Reduce -1.2% 21,085 $1.4M
Tidal Investments LLC 0.01% Reduce -13.3% 20,910 $1.4M
OmniStar Financial Group, Inc. 1.06% Add +7.9% 20,872 $1.4M
White Pine Capital LLC 0.44% Reduce -0.6% 20,305 $1.4M
Ethic Inc. 0.02% Reduce -4.4% 20,395 $1.4M
Valtinson Bruner Financial Planning LLC 0.43% Reduce -3.8% 20,261 $1.4M
Cornercap Investment Counsel Inc. 0.72% New 20,230 $1.4M
Johnson Financial Group, Inc. 0.06% Add +16.0% 20,016 $1.4M
Cookson Peirce & Co. Inc. 0.06% Add +24.1% 20,093 $1.4M
Ashton Thomas Private Wealth, LLC 0.05% Add +5.4% 19,775 $1.4M
OMERS ADMINISTRATION Corp 0.01% No change 19,878 $1.4M
Bond & Devick Financial Network, Inc. 0.45% Add +19.4% 19,684 $1.3M
Advisors Asset Management, Inc. 0.02% Reduce -2.3% 19,681 $1.3M
Florida Trust Wealth Management Co 0.04% No change 19,597 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +5.9% 19,452 $1.3M
Empirical Finance, LLC 0.07% Add +0.7% 19,196 $1.3M
South Dakota Investment Council 0.03% No change 19,141 $1.3M
Callan Family Office, LLC 0.04% Add +374.4% 19,107 $1.3M
Keybank National Association 0.00% Reduce -0.7% 19,013 $1.3M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +15.1% 18,973 $1.3M
NorthRock Partners, LLC 0.03% Reduce -11.1% 18,870 $1.3M
111 Capital 0.22% Add +78.2% 18,805 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.7% 18,399 $1.3M
Moloney Securities Asset Management, LLC 0.16% Reduce -0.7% 18,380 $1.3M
Gallagher Fiduciary Advisors, LLC 0.05% Add +5.0% 17,922 $1.2M
Vise Technologies, Inc. 0.05% — 17,795 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -8.8% 17,541 $1.2M
First Western Trust Bank 0.05% Add +8.7% 17,419 $1.2M
Concentric Capital Strategies, LP 0.07% Add +189.1% 17,416 $1.2M
Icon Advisers Inc. 0.27% Reduce -6.5% 17,400 $1.2M
DeDora Capital, Inc. 0.31% Reduce -15.7% 17,398 $1.2M
Panagora Asset Management Inc. 0.01% Add +109.2% 17,379 $1.2M
AdvisorNet Financial, Inc 0.08% Add +2.7% 17,178 $1.2M
Howard Capital Management, LLC 0.02% Add +16.3% 16,949 $1.2M
Equitable Trust Co. 0.06% Reduce -1.6% 16,946 $1.2M
Spirit of America Management Corp. 0.24% Add +27.1% 16,900 $1.2M
GAMMA Investing LLC 0.07% Add +1.7% 16,778 $1.1M
Coldstream Capital Management Inc. 0.02% Add +4.5% 16,462 $1.1M
Fourpath Capital Management, LLC 0.17% Reduce -2.6% 16,244 $1.1M
NJ State Employees Deferred Compensation Plan 0.13% No change 16,243 $1.1M
CI Investments Inc. 0.00% Add +21.0% 16,202 $1.1M
Two Sigma Investments, LP 0.00% Reduce -96.6% 16,100 $1.1M
Bessemer Group Inc. 0.00% Add +0.9% 16,074 $1.1M
HB Wealth Management, LLC 0.01% Reduce -10.0% 16,059 $1.1M
Apollon Wealth Management, LLC 0.02% Reduce -44.5% 16,048 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -2.2% 15,939 $1.1M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -6.5% 15,631 $1.1M
Vermillion Wealth Management, Inc. 0.50% Reduce -4.0% 15,507 $1.1M
Enhancing Capital LLC 0.80% No change 15,500 $1.1M
Empowered Funds, LLC 0.01% Add +10.5% 15,265 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -1.0% 15,133 $1.0M
CWA Asset Management Group, LLC 0.04% Add +20.2% 15,121 $1.0M
E Fund Management Co., Ltd. 0.05% Reduce -8.3% 14,975 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +1.5% 14,962 $1.0M
CSS LLC 0.19% Add +53.9% 14,843 $1.0M
Federation des caisses Desjardins du Quebec 0.00% Add +25.3% 14,804 $1.0M
WealthTrust Axiom LLC 0.29% No change 14,501 $988K
Meiji Yasuda Asset Management Co Ltd. 0.05% Reduce -32.8% 14,354 $978K
J.W. Cole Advisors, Inc. 0.02% Add +11.2% 14,220 $968K
Mission Wealth Management, LP 0.02% Add +1.8% 14,143 $963K
Mattson Financial Services, LLC 0.26% Reduce -1.5% 14,079 $959K
Tradewinds Capital Management, LLC 0.24% No change 13,987 $953K
Dorsey & Whitney Trust CO LLC 0.05% Add +0.5% 13,950 $950K
Western Wealth Management, LLC 0.06% Reduce -2.3% 13,845 $943K
Williamson Legacy Group, LLC 0.79% New 13,807 $940K
Bailard, Inc. 0.02% Reduce -3.2% 13,805 $940K
STRS Ohio 0.00% New 13,795 $939K
Great Waters Wealth Management 0.12% Reduce -3.7% 13,528 $921K
Tectonic Advisors LLC 0.05% Reduce -8.9% 13,523 $921K
Aspen Wealth Strategies, LLC 0.55% Add +2.1% 13,499 $919K
Andra AP-fonden 0.01% Reduce -23.1% 13,496 $919K
KLCM Advisors, Inc. 0.10% No change 13,200 $899K
China Universal Asset Management Co., Ltd. 0.08% Reduce -7.7% 13,095 $899K
Savant Capital, LLC 0.01% Add +16.6% 13,118 $893K
Advisory Services Network, LLC 0.01% Add +2.9% 12,120 $890K
Savvy Advisors, Inc. 0.06% New 12,982 $884K
HighMark Wealth Management LLC 0.43% Add +73.8% 12,865 $876K
Bell Bank 0.04% Add +16.0% 12,844 $875K
Midwest Professional Planners, LTD. 0.23% Add +16.9% 12,822 $873K
SCP Investment, LP 0.70% Add +45.5% 12,800 $872K
Great Valley Advisor Group, Inc. 0.02% Reduce -33.6% 12,799 $871K
Mufg Securities Americas Inc. 0.07% Add +25.8% 12,782 $870K
ING Groep NV 0.01% Reduce -86.5% 12,722 $866K
Sigma Planning Corp 0.03% Reduce -3.9% 12,708 $865K
OneDigital Investment Advisors LLC 0.01% Reduce -3.8% 12,571 $856K
Tiaa Trust, National Association 0.00% Reduce -7.8% 12,557 $855K
Concurrent Investment Advisors, LLC 0.02% Reduce -1.8% 12,536 $854K
Argent Trust Co 0.03% Add +12.7% 12,088 $823K
Greenleaf Trust 0.01% Reduce -20.3% 12,066 $822K
17 Capital Partners, LLC 0.47% Add +22.3% 11,923 $812K
Summit Global Investments 0.05% Add +0.1% 11,823 $805K
Walleye Trading LLC 0.02% New 11,779 $802K
Koshinski Asset Management, Inc. 0.06% Reduce -0.2% 11,750 $800K
Arax Advisory Partners 0.04% Add +6.6% 11,531 $785K
Chronos Wealth Management, LLC 0.41% No change 11,491 $783K
EverSource Wealth Advisors, LLC 0.04% Add +13.5% 11,475 $781K
Stratos Investment Management, LLC 0.04% Add +5.0% 11,369 $774K
Emerald Advisors, LLC 0.10% No change 11,366 $774K
Kenora Financial, LLC 0.29% Reduce -2.0% 11,326 $771K
Intrust Bank NA 0.07% Add +6.4% 11,218 $764K
Advisors Management Group Inc. 0.14% Add +0.2% 11,087 $755K
Dearborn Partners LLC 0.04% Add +0.9% 11,025 $751K
Finer Wealth Management, Inc. 0.40% No change 10,942 $745K
SFE Investment Counsel 0.13% New 10,870 $740K
Independent Advisor Alliance 0.02% Add +2.3% 10,863 $740K
Heritage Wealth Management, Inc. 0.24% Reduce -2.5% 10,854 $739K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -13.2% 10,804 $736K
Bard Financial Services, Inc. 0.09% No change 10,625 $724K
Capital Advisory Group Advisory Services, LLC 0.26% Add +1.2% 10,610 $723K
Banque Cantonale Vaudoise 0.03% Add +5.9% 10,597 $722K
GMO 0.00% New 10,552 $719K
Kestra Private Wealth Services, LLC 0.01% Add +9.7% 10,551 $719K
Stonegate Investment Group, LLC 0.02% New 10,522 $717K
Mosaic Family Wealth Partners, LLC 0.09% No change 10,479 $714K
Nicolet Advisory Services, LLC 0.06% Add +18.4% 9,641 $708K
Hodges Capital Management Inc. 0.07% Reduce -19.9% 10,397 $708K
IMC-Chicago, LLC 0.02% New 10,355 $705K
CIBC Private Wealth Group LLC 0.00% Reduce -3.6% 10,257 $699K
Prosperity Consulting Group, LLC 0.05% Add +0.1% 10,251 $698K
Trust Point Inc. 0.07% Add +3.3% 10,242 $697K
Brown Advisory Inc. 0.00% Add +4.8% 10,193 $694K
IHT Wealth Management, LLC 0.02% Add +24.3% 10,094 $687K
Cypress Capital Group 0.09% Reduce -1.0% 10,060 $685K
Brevan Howard Capital Management LP 0.01% New 9,985 $680K
Moors & Cabot, Inc. 0.03% No change 9,939 $677K
Cornerstone Advisors, LLC 0.02% No change 9,900 $674K
Aviva PLC 0.00% No change 9,518 $648K
Two Sigma Advisers, LP 0.00% Reduce -98.0% 9,500 $647K
Chicago Partners Investment Group LLC 0.02% Reduce -3.7% 8,913 $646K
Code Waechter LLC 0.45% Add +49.2% 9,304 $634K
Venturi Wealth Management, LLC 0.03% Reduce -4.7% 9,282 $632K
Garda Capital Partners LP 0.18% New 9,208 $627K
D. E. Shaw & Co. 0.00% Reduce -32.9% 9,200 $627K
Norden Group LLC 0.07% Add +12.7% 9,199 $626K
SYM FINANCIAL Corp 0.07% Reduce -1.0% 9,136 $622K
Lifelong Wealth Advisors, Inc. 0.21% Add +0.1% 9,116 $621K
FineMark National Bank & Trust 0.02% Reduce -0.7% 9,113 $621K
Townsend & Associates, Inc 0.06% Add +38.0% 8,486 $617K
Farther Finance Advisors, LLC 0.01% Reduce -18.8% 9,045 $616K
Praxis Investment Management Inc. 0.04% No change 9,014 $614K
Infrastructure Capital Advisors, LLC 0.10% New 9,000 $613K
M&G PLC 0.00% Reduce -53.8% 8,970 $610K
Blue Trust, Inc. 0.01% Add +20.0% 8,908 $607K
Waverly Advisors, LLC 0.01% Add +4.3% 8,888 $605K
Ameriflex Group, Inc. 0.32% No change 8,914 $604K
American State Bank (Iowa) 0.33% No change 8,809 $600K
AlphaQuest LLC 0.06% Reduce -5.1% 8,797 $599K
Modern Wealth Management, LLC 0.01% Add +2.7% 8,733 $595K
Csenge Advisory Group 0.03% Add +26.4% 8,484 $595K
STF Management LP 0.23% Add +2.7% 8,717 $594K
LVW Advisors, LLC 0.07% Add +0.2% 8,709 $593K
Arkadios Wealth Advisors 0.02% Add +4.4% 8,706 $593K
Union Bancaire Privee, UBP SA 0.01% Reduce -24.9% 9,838 $584K
Glenview Trust Co 0.01% Add +0.1% 8,546 $582K
Sagespring Wealth Partners, LLC 0.01% Add +62.8% 8,534 $581K
Old Port Advisors 0.16% Reduce -0.6% 8,505 $579K
Tower Research Capital LLC (TRC) 0.02% Reduce -77.0% 8,488 $578K
Wedmont Private Capital 0.02% Add +4.3% 8,485 $576K
Level Four Advisory Services, LLC 0.02% Add +39.2% 8,351 $569K
CENTRAL TRUST Co 0.01% Add +1.7% 8,315 $566K
Oarsman Capital, Inc. 0.09% Reduce -0.6% 8,222 $560K
Legacy Wealth Asset Management, LLC 0.14% Reduce -0.8% 8,202 $559K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.5% 8,137 $554K
Cohen Klingenstein LLC 0.02% No change 8,100 $552K
Amarillo National Bank 0.10% No change 8,097 $551K
Bradley Foster & Sargent Inc. 0.01% Add +2.6% 8,001 $545K
First National Bank & Trust Co. of Newtown 0.11% Reduce -0.8% 7,951 $541K
Mather Group, Llc. 0.01% Reduce -4.2% 7,937 $540K
Cascade Investment Group, Inc. 0.37% Reduce -1.3% 7,880 $537K
Summit Financial, LLC 0.01% Add +8.3% 7,811 $536K
Ballentine Partners, LLC 0.01% Reduce -2.6% 7,858 $535K
Meeder Advisory Services, Inc. 0.03% Add +0.1% 7,857 $535K
CreativeOne Wealth, LLC 0.01% Add +5.0% 7,849 $535K
Laraway Financial Advisors Inc 0.41% Add +0.1% 7,845 $534K
Financial Advocates Investment Management 0.04% Reduce -21.5% 7,781 $530K
Kingsview Wealth Management, LLC 0.01% Add +11.9% 7,717 $525K
Stonebridge Capital Advisors LLC 0.04% Reduce -1.0% 7,693 $524K
Sfmg, LLC 0.04% No change 7,675 $523K
RFG Advisory, LLC 0.01% Reduce -14.7% 7,576 $516K
SageView Advisory Group, LLC 0.02% Add +44.3% 7,244 $515K
Cahill Financial Advisors Inc. 0.06% Reduce -4.2% 7,523 $512K
Fiduciary Alliance LLC 0.04% Add +0.4% 7,514 $512K
Freedom Financial Partners LLC 0.22% Reduce -0.7% 7,499 $511K
Thompson Investment Management, Inc. 0.07% Reduce -7.4% 7,489 $510K
Parsons Capital Management Inc. 0.03% No change 7,447 $507K
KCM Investment Advisors LLC 0.02% No change 7,409 $505K
IFP Advisors, Inc 0.01% Reduce -14.3% 5,310 $497K
Altshuler Shaham Ltd 0.02% Add +42.8% 7,291 $497K
Marks Group Wealth Management, Inc 0.05% Reduce -14.4% 7,251 $494K
Quadrant Capital Group LLC 0.02% Add +15.2% 7,233 $493K
ICICI Prudential Asset Management Co Ltd 0.06% Reduce -1.9% 7,228 $492K
Clearstead Advisors, LLC 0.01% Add +38.5% 7,220 $492K
Stephens Inc. 0.01% Reduce -4.4% 7,214 $491K
International Assets Investment Management, LLC 0.04% Add +6.0% 7,209 $491K
Alteri Wealth LLC 0.19% Add +13.1% 7,156 $487K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -18.3% 7,140 $486K
Romano Brothers and Company 0.06% Add +5.3% 7,124 $485K
Fosun International Ltd 0.14% Reduce -33.6% 7,122 $485K
Signaturefd, LLC 0.01% Reduce -0.1% 7,118 $485K
Citizens Financial Group Inc. 0.01% Add +42.8% 7,084 $482K
Nicollet Investment Management, Inc. 0.16% Reduce -14.5% 7,075 $482K
Aigen Investment Management, LP 0.07% New 7,067 $481K
VestGen Advisors, LLC 0.02% Add +11.4% 7,053 $480K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -10.3% 7,055 $480K
Prospera Financial Services Inc 0.01% Reduce -11.6% 7,042 $480K
Canada Post Corp Registered Pension Plan 0.03% No change 6,952 $473K
Corundum Group, Inc. 0.21% Add +7.8% 6,922 $471K
Synovus Financial Corp. 0.01% Add +1.2% 6,921 $471K
Magnetar Financial LLC 0.00% New 6,918 $471K
Bank of Hawaii 0.02% Reduce -6.7% 6,906 $470K
NorthCrest Asset Manangement, LLC 0.01% Add +48.0% 6,892 $470K
Danske Bank A/S 0.00% Add +43.8% 6,899 $470K
Trivium Point Advisory, LLC 0.05% Reduce -0.3% 6,884 $469K
Capital Management Associates, Inc 0.15% Reduce -49.7% 6,840 $466K
World Investment Advisors 0.01% Add +47.0% 6,788 $462K
CX Institutional 0.02% Reduce -0.9% 6,761 $460K
Gateway Investment Advisers LLC 0.01% Reduce -2.1% 6,714 $457K
Ashton Thomas Securities, LLC 0.11% New 6,706 $457K
Perigon Wealth Management, LLC 0.01% Add +9.1% 6,689 $456K
First Foundation Advisors 0.02% Reduce -33.5% 6,659 $453K
Bluespring Wealth Management, LLC 0.04% Reduce -0.6% 6,569 $451K
Nomura Holdings Inc. 0.00% Reduce -42.0% 6,623 $451K
Brown Financial Advisors 0.18% Reduce -2.1% 6,622 $451K
Global Retirement Partners, LLC 0.01% — 6,583 $448K
Parallel Advisors, LLC 0.01% Add +61.9% 6,582 $448K
Eastern Bank 0.01% Add +9.3% 6,524 $444K
Checchi Capital Advisers, LLC 0.03% Add +0.5% 6,453 $439K
Coastline Trust Co 0.05% No change 6,450 $439K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 6,436 $438K
Aster Capital Management (DIFC) Ltd 0.10% Reduce -83.7% 6,411 $437K
Brookstone Capital Management 0.01% Add +10.3% 6,389 $435K
My Legacy Advisors, LLC 0.15% Add +54.3% 6,346 $434K
Alps Advisors Inc. 0.00% New 6,370 $434K
Legacy Capital Group California, Inc. 0.12% Add +1.0% 6,361 $433K
Integris Wealth Management, LLC 0.11% Add +0.3% 6,340 $432K
Legacy Financial Advisors, Inc. 0.07% Add +3.4% 6,330 $431K
First Horizon Advisors, Inc. 0.01% Add +4.9% 6,290 $428K
Blueshift Asset Management, LLC 0.13% New 6,277 $427K
Safeguard Investment Advisory Group, LLC 0.11% No change 6,265 $427K
Essex Financial Services, Inc. 0.03% Add +64.6% 6,261 $426K
Aaron Wealth Advisors LLC 0.04% Reduce -3.6% 6,243 $425K
Copley Financial Group, Inc. 0.32% Reduce -10.3% 6,238 $425K
Smartleaf Asset Management LLC 0.04% Reduce -10.5% 6,247 $423K
Elevation Point Wealth Partners, LLC 0.03% Add +40.6% 6,122 $417K
Sumitomo Life Insurance Co. 0.03% Reduce -0.1% 6,073 $414K
Affiance Financial, LLC 0.08% No change 6,067 $413K
Segment Wealth Management, LLC 0.03% Add +40.8% 6,066 $413K
V-Square Quantitative Management LLC 0.06% Add +8.9% 6,063 $413K
Park Place Capital Corp 0.09% Reduce -0.4% 6,007 $413K
Goelzer Investment Management, Inc. 0.02% No change 6,050 $412K
Personal Cfo Solutions, LLC 0.07% Reduce -1.4% 5,920 $403K
Sheets Smith Wealth Management 0.05% Reduce -3.0% 5,883 $401K
Venture Visionary Partners LLC 0.02% Add +58.0% 5,881 $400K
Quaero Capital S.A. 1.26% New 5,876 $400K
Net Worth Advisory Group 0.09% Add +23.2% 5,868 $400K
Hills Bank & Trust Co 0.02% No change 5,796 $395K
Lantz Financial LLC 0.10% Add +1.4% 5,780 $394K
HBK Sorce Advisory LLC 0.01% Add +0.7% 5,778 $393K
Gotham Asset Management 0.00% Add +79.8% 5,756 $392K
Keudell/Morrison Wealth Management 0.09% No change 5,748 $391K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.8% 5,741 $391K
Hilltop Holdings Inc. 0.03% Add +1.5% 5,726 $390K
Access Financial Services, Inc. 0.15% Reduce -3.7% 5,719 $389K
SkyView Investment Advisors, LLC 0.06% No change 5,741 $389K
Atlantic Union Bankshares Corp 0.01% New 5,710 $389K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.3% 5,688 $387K
Two Sigma Securities, LLC 0.05% New 5,683 $387K
Cigna Investments Inc. 0.07% Reduce -2.3% 5,666 $386K
SC&H Financial Advisors, Inc. 0.07% No change 5,592 $381K
Spire Wealth Management 0.01% Reduce -21.8% 5,586 $380K
Foundations Investment Advisors, LLC 0.01% Add +40.2% 5,562 $379K
Waycross Partners, LLC 0.04% New 5,550 $378K
Everpar Advisors LLC 0.17% Add +1.6% 5,506 $375K
Bayesian Capital Management, LP 0.06% New 5,500 $375K
Intrua Financial, LLC 0.05% Add +5.8% 5,489 $374K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -42.9% 5,485 $374K
Earned Wealth Advisors, LLC 0.07% Reduce -5.3% 5,467 $372K
First County Bank 0.20% Reduce -29.1% 5,421 $369K
Smith Anglin Financial, LLC 0.03% Add +0.8% 5,421 $369K
Significant Wealth Partners LLC 0.18% Reduce -5.2% 5,420 $369K
Kestra Investment Management, LLC 0.01% Reduce -45.4% 5,403 $368K
James Hambro & Partners LLP 0.01% No change 5,400 $368K
Carret Asset Management, LLC 0.04% No change 5,394 $367K
Bar Harbor Wealth Management 0.02% No change 5,389 $367K
Moody National Bank Trust Division 0.03% Add +3.5% 5,388 $367K
Pinnacle Financial Partners Inc 0.01% Add +42.0% 5,363 $365K
HUB Investment Partners, LLC 0.01% Add +8.9% 5,343 $364K
Lakeridge Wealth Management LLC 0.17% Reduce -4.2% 5,340 $364K
Tyche Wealth Partners LLC 0.07% Reduce -0.6% 5,334 $363K
Ingalls & Snyder LLC 0.01% Reduce -0.2% 5,301 $361K
Keel Point, LLC 0.02% Add +70.4% 5,296 $361K
PrairieView Partners, LLC 0.03% No change 5,278 $359K
Capital Investment Advisors, LLC 0.01% Add +10.8% 5,204 $354K
Castle Rock Wealth Management, LLC 0.08% No change 4,930 $354K
Heritage Trust Co 0.04% Reduce -16.2% 5,191 $354K
Vantage Financial Partners, LLC 0.08% No change 5,188 $353K
Stock Yards Bank & Trust Co. 0.01% Reduce -13.9% 5,171 $352K
Nautilus Advisors LLC 0.26% No change 5,146 $350K
Alpha Cubed Investments, LLC 0.01% Add +30.7% 5,092 $347K
Obermeyer Wealth Partners 0.02% Add +7.3% 5,083 $346K
Freedom Investment Management, Inc. 0.03% Reduce -16.8% 5,050 $344K
Welch Group, LLC 0.01% No change 4,989 $340K
Private Trust Co. NA 0.03% Reduce -8.3% 4,969 $338K
Ritholtz Wealth Management 0.01% Add +2.5% 4,958 $338K
Mesirow Financial Investment Management, Inc. 0.01% Add +23.4% 4,955 $337K
Brighton Jones LLC 0.01% Reduce -0.3% 4,916 $335K
Aventura Private Wealth, LLC 0.14% No change 4,878 $332K
Farmers & Merchants Investments Inc. 0.01% Reduce -2.0% 4,876 $332K
Townsquare Capital LLC 0.03% Reduce -87.1% 4,863 $331K
Warwick Investment Management, Inc. 0.06% New 4,830 $329K
Curi Capital, LLC 0.01% New 4,771 $328K
RIA Advisory Group LLC 0.10% New 4,769 $325K
Aprio Wealth Management, LLC 0.04% New 4,745 $323K
Concord Asset Management, LLC 0.05% Add +48.2% 4,745 $323K
Concord Wealth Partners 0.05% No change 4,745 $323K
Prime Capital Investment Advisors, LLC 0.00% Reduce -30.0% 4,718 $321K
MorganRosel Wealth Management, LLC 0.09% New 4,700 $320K
Alley Investment Management Company, LLC 0.04% Reduce -8.0% 4,690 $319K
Financial Gravity Companies, Inc. 0.06% — 4,652 $317K
Graypoint LLC 0.02% Add +8.8% 4,642 $316K
Buska Wealth Management, LLC 0.09% Add +13.8% 4,641 $316K
Waterloo Capital, L.P. 0.03% Add +2.2% 4,609 $314K
First Commonwealth Financial Corp 0.07% No change 4,574 $311K
Leonteq Securities AG 0.02% Reduce -9.0% 4,570 $311K
Rosenberg Matthew Hamilton 0.07% Add +76.2% 4,557 $310K
Prossimo Advisors, LLC 0.25% Add +59.3% 4,546 $310K
Financial Advisors Network, Inc. 0.05% Add +10.9% 4,552 $310K
Advisory Alpha, LLC 0.01% Add +0.7% 4,545 $310K
Claro Advisors Inc. 0.05% Reduce -14.8% 4,530 $309K
Poinciana Advisors Group, LLC 0.28% No change 4,524 $308K
West Family Investments, Inc. 0.08% New 4,520 $308K
Christopher J. Hasenberg, Inc 0.11% No change 4,507 $307K
Principle Wealth Partners LLC 0.02% No change 4,487 $306K
Manchester Capital Management LLC 0.04% Reduce -5.1% 4,483 $305K
SouthState Bank Corp 0.01% Reduce -2.3% 4,483 $305K
Trueblood Wealth Management, LLC 0.13% No change 4,465 $304K
Voleon Capital Management LP 0.02% New 4,437 $302K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -1.5% 4,338 $295K
Conning Inc. 0.01% Reduce -1.7% 4,324 $294K
Horizon Investment Services, LLC 0.13% Reduce -5.7% 4,323 $294K
Old National Bancorp 0.01% New 4,306 $293K
GTS Securities LLC 0.01% Reduce -77.1% 4,301 $293K
Endeavor Private Wealth, Inc. 0.14% New 4,283 $292K
Atlantic Family Wealth, LLC 0.25% Reduce -0.3% 4,257 $290K
RDA Financial Network 0.08% Reduce -10.5% 4,251 $290K
Evergreen Capital Management LLC 0.01% Reduce -12.4% 4,208 $289K
Syon Capital LLC 0.02% New 4,201 $286K
Prelude Capital Management, LLC 0.03% Reduce -15.6% 4,189 $285K
Atria Wealth Solutions, Inc. 0.01% Reduce -58.0% 4,171 $285K
Fifth Third Wealth Advisors LLC 0.01% Add +0.5% 4,180 $285K
First Business Financial Services, Inc. 0.03% No change 4,162 $283K
Bingham Private Wealth, LLC 0.27% Add +0.2% 4,161 $283K
Wesbanco Bank Inc. 0.01% No change 4,143 $282K
Johnson Investment Counsel Inc. 0.00% Add +0.5% 4,139 $282K
Montag A & Associates Inc. 0.01% Add +1.9% 4,099 $281K
TCI Wealth Advisors, Inc. 0.02% Reduce -1.1% 4,133 $281K
Patrick M Sweeney & Associates, Inc. 0.19% Add +3.8% 4,120 $281K
Stanley-Laman Group, Ltd. 0.04% Add +16.4% 4,124 $281K
Group One Trading LLC 0.01% Add +50.3% 4,089 $278K
Sowell Financial Services LLC 0.01% Reduce -18.0% 4,087 $278K
Ramsay, Stattman, Vela & Price, Inc. 0.05% No change 4,070 $277K
Ballast Advisors LLC 0.08% Add +23.3% 4,052 $276K
Wealthspire Advisors, LLC 0.00% Add +15.8% 4,020 $274K
Mgo One Seven LLC 0.01% Reduce -7.8% 4,009 $273K
Triumph Capital Management 0.08% No change 4,002 $273K
Cidel Asset Management Inc. 0.02% Reduce -8.6% 3,991 $272K
Paragon Capital Management LLC 0.14% No change 3,931 $268K
OneAscent Financial Services LLC 0.02% Add +1.1% 3,873 $266K
Boyum Wealth Architects LLC 0.20% Add +11.0% 3,903 $266K
Kozak & Associates, Inc. 0.05% Add +0.8% 3,918 $266K
Alerus Financial NA 0.02% Reduce -1.5% 3,901 $266K
RNC Capital Management LLC 0.01% Add +0.2% 3,898 $265K
Peak Asset Management, LLC 0.05% No change 3,896 $265K
Drucker Wealth 3.0, LLC 0.05% New 3,907 $265K
Wrapmanager Inc. 0.06% Reduce -2.9% 3,881 $264K
NewEdge Wealth, LLC 0.00% Reduce -7.1% 3,583 $262K
JNBA Financial Advisors 0.03% No change 3,845 $262K
DORVAL Corp 0.09% No change 3,842 $262K
Planning Center, Inc. 0.03% No change 3,805 $259K
Financially Speaking Inc 0.17% Add +11.5% 3,802 $259K
M.E. Allison & Co., Inc. 0.21% New 3,800 $259K
FSB Premier Wealth Management, Inc. 0.09% No change 3,798 $259K
Austin Private Wealth, LLC 0.02% Reduce -2.6% 3,780 $257K
Williams Jones Wealth Management, LLC. 0.00% Reduce -8.1% 3,738 $255K
Kure Advisory, LLC 0.17% Reduce -10.4% 3,713 $253K
Clarius Group, LLC 0.01% Add +0.0% 3,701 $252K
MBB Public Markets I LLC 0.03% Reduce -18.3% 3,699 $252K
Moneta Group Investment Advisors LLC 0.00% Add +1.7% 3,697 $252K
True Link Financial Advisors, LLC 0.02% Reduce -3.9% 3,676 $250K
Fidelis Capital Partners, LLC 0.02% Add +1.3% 3,410 $250K
Scissortail Wealth Management, LLC 0.06% Add +0.2% 3,657 $249K
Olympiad Research LP 0.41% Reduce -12.7% 3,649 $248K
Nebula Research & Development LLC 0.02% New 3,648 $248K
FIL Ltd 0.00% New 3,634 $247K
Ieq Capital, LLC 0.00% Reduce -95.1% 3,626 $247K
Brass Tax Wealth Management, Inc. 0.05% Add +0.8% 3,625 $247K
Sunpointe, LLC 0.10% Add +0.5% 3,579 $246K
Lazari Capital Management, Inc. 0.09% Add +0.2% 3,606 $246K
PFG Advisors 0.01% Add +2.4% 3,592 $245K
CFS Investment Advisory Services, LLC 0.02% Add +13.0% 3,582 $244K
Fortress Financial Group, LLC 0.21% Add +0.8% 3,574 $243K
LCM Capital Management Inc 0.13% Add +4.3% 3,572 $243K
Accel Wealth Management 0.08% Add +7.4% 3,570 $243K
GC Wealth Management RIA, LLC 0.02% New 3,562 $243K
UMB Bank, n.a. 0.00% Add +0.8% 3,555 $242K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% New 3,542 $241K
Good Steward Wealth Advisors,LLC 0.19% Reduce -47.0% 3,525 $240K
Hoese & Co LLP 0.19% Add +17400.0% 3,500 $238K
Gries Financial LLC 0.04% Reduce -5.3% 3,498 $238K
GenTrust, LLC 0.01% Reduce -4.2% 3,437 $236K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,432 $235K
Avior Wealth Management, LLC 0.01% Add +0.0% 3,455 $235K
Compound Planning, Inc. 0.01% Add +2.5% 3,453 $235K
Great Diamond Partners, LLC 0.05% New 3,442 $234K
Twinbeech Capital LP 0.01% Reduce -75.3% 3,436 $234K
Chesley Taft & Associates LLC 0.01% Add +1.8% 3,430 $234K
ICONIQ Capital, LLC 0.00% Add +2.1% 3,427 $233K
Windsor Capital Management, LLC 0.07% Add +0.7% 3,419 $233K
BlueStem Wealth Partners, LLC 0.03% Add +0.8% 3,410 $232K
First National Bank Sioux Falls 0.09% No change 3,404 $232K
CTC Alternative Strategies, Ltd. 0.20% New 3,400 $232K
Peoples Financial Services Corp. 0.11% No change 3,400 $232K
Centric Wealth Management 0.06% No change 3,150 $231K
PharVision Advisers, LLC 0.33% New 3,373 $230K
CoreFirst Bank & Trust 0.13% No change 3,370 $229K
HM Payson & Co. 0.00% Add +16.5% 3,369 $229K
Victory Financial Group, LLC 0.04% New 3,366 $229K
Genesis Private Wealth, LLC 0.11% Add +0.1% 3,363 $229K
Mystic Asset Management, Inc. 0.06% No change 3,352 $228K
Boston Trust Walden Corp 0.00% No change 3,347 $228K
Howe & Rusling Inc. 0.02% Add +0.0% 3,337 $227K
JPL Wealth Management, LLC 0.06% Add +0.2% 3,331 $227K
Hancock Whitney Corp. 0.00% New 3,331 $227K
Knollwood Investment Advisory, LLC 0.02% No change 3,323 $226K
Mutual Advisors, LLC 0.01% Add +5.8% 3,114 $226K
Phillips Wealth Planners LLC 0.20% Add +3.0% 3,334 $225K
Smithfield Trust Co 0.01% No change 3,301 $224K
FDx Advisors, Inc. 0.07% Reduce -3.6% 3,269 $223K
Patriot Investment Management Group, Inc. 0.02% New 3,267 $222K
ARS Wealth Advisors Group, LLC 0.03% New 3,261 $222K
Integrated Advisors Network LLC 0.01% Reduce -92.2% 3,233 $220K
Occidental Asset Management, LLC 0.03% Add +0.1% 3,235 $220K
LMR Partners LLP 0.01% New 3,233 $220K
Zacks Investment Management 0.00% Reduce -50.8% 3,216 $219K
Ullmann Wealth Partners Group, LLC 0.03% Add +1.0% 3,213 $219K
Patton Fund Management, Inc. 0.05% New 3,192 $217K
Alpine Bank Wealth Management 0.03% Add +328.4% 3,187 $217K
Leverty Financial Group, LLC 0.06% No change 3,166 $216K
Aviance Capital Partners, LLC 0.03% No change 3,163 $215K
USAdvisors Wealth Management, LLC 0.08% Add +0.6% 3,134 $213K
Ariadne Wealth Management, LP 0.10% Reduce -16.5% 2,914 $212K
Portside Wealth Group, LLC 0.03% Add +9.5% 3,118 $212K
Cyndeo Wealth Partners, LLC 0.01% Reduce -6.2% 3,093 $211K
Alta Advisers Ltd 0.07% No change 3,083 $210K
Compass Financial Group, INC 0.03% No change 3,079 $210K
Equitable Holdings, Inc. 0.00% Reduce -11.4% 3,078 $210K
Kennedy Capital Management LLC 0.01% No change 3,074 $209K
Exchange Traded Concepts, LLC 0.00% Add +128.5% 3,073 $209K
Premier Path Wealth Partners, LLC 0.03% Add +0.2% 3,064 $209K
Fullcircle Wealth LLC 0.08% New 2,794 $207K
Avidian Wealth Enterprises, LLC 0.01% Reduce -7.7% 3,040 $207K
GeoWealth Management, LLC 0.01% Add +10.9% 3,040 $207K
Petros Family Wealth, LLC 0.19% New 3,034 $207K
Independent Financial Group, LLC 0.01% New 3,014 $205K
Avantax Planning Partners, Inc. 0.01% No change 3,011 $205K
Diversify Advisory Services, LLC 0.01% Reduce -47.6% 2,829 $205K
Challenger Wealth Management 0.14% Reduce -25.1% 3,000 $204K
St Germain D J Co. Inc. 0.01% Add +102.2% 2,993 $204K
Morningstar Investment Management LLC 0.02% New 2,985 $203K
Summit Wealth Group LLC / Co. 0.05% — 2,977 $203K
Cranbrook Wealth Management, LLC 0.04% Reduce -1.5% 2,905 $198K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +400.0% 2,900 $197K
GHP Investment Advisors, Inc. 0.01% Add +0.5% 2,891 $197K
Trust Co 0.02% No change 2,882 $196K
Broadwater Capital Management LLC 0.15% Add +6710.0% 196,128 $196K
MJT & Associates Financial Advisory Group, Inc. 0.24% Reduce -9.4% 2,879 $196K
MAI Capital Management 0.00% Add +13.3% 2,872 $196K
N.E.W. Advisory Services LLC 0.02% No change 2,798 $191K
High Note Wealth, LLC 0.04% No change 2,694 $183K
Old Second National Bank of Aurora 0.04% No change 2,648 $180K
Cary Street Partners Financial LLC 0.01% Add +16.0% 2,620 $178K
Brooklyn Investment Group 0.02% Add +10.9% 2,597 $177K
Colonial Trust Co / SC 0.03% Reduce -5.2% 2,595 $177K
City State Bank 0.06% Add +2.6% 2,593 $177K
Cherry Tree Wealth Management, LLC 0.04% Reduce -0.3% 2,551 $174K
Ancora Advisors LLC 0.00% No change 2,530 $172K
Hilltop National Bank 0.04% — 2,529 $172K
Founders Capital Management 0.10% No change 2,500 $170K
Motco 0.02% Reduce -10.0% 2,266 $166K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 2,376 $162K
Whipplewood Advisors, LLC 0.09% Reduce -0.3% 2,346 $160K
Whittier Trust Co. 0.00% Add +3.5% 2,308 $157K
Sunbelt Securities, Inc. 0.01% Reduce -23.6% 2,310 $156K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.7% 2,251 $153K
Catalyst Capital Advisors LLC 0.00% Add +7.2% 2,169 $148K
Sound Income Strategies, LLC 0.01% Reduce -16.6% 2,128 $145K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.2% 2,108 $144K
Creative Capital Management Investments LLC 0.05% No change 2,089 $142K
Opal Wealth Advisors, LLC 0.04% New 2,081 $142K
LRI Investments, LLC 0.01% Add +8.7% 2,068 $141K
Wolff Wiese Magana LLC 0.09% Add +0.2% 2,043 $139K
Versant Capital Management, Inc 0.02% Add +0.1% 2,009 $137K
Chilton Capital Management LLC 0.01% No change 2,000 $136K
Riverview Trust Co 0.17% Reduce -14.8% 1,988 $135K
Cromwell Holdings LLC 0.08% Add +3.6% 1,918 $132K
Lummis Asset Management, LP 0.08% Reduce -61.6% 1,899 $129K
GPS Wealth Strategies Group, LLC 0.01% Reduce -15.7% 1,859 $127K
Costello Asset Management, INC 0.05% Add +0.1% 1,841 $125K
Golden State Wealth Management, LLC 0.02% Reduce -2.6% 1,823 $124K
Ameritas Advisory Services, LLC 0.01% Reduce -65.3% 1,813 $123K
Avalon Trust Co 0.01% No change 1,800 $123K
Colonial Trust Advisors 0.01% No change 1,795 $122K
Millstone Evans Group, LLC 0.08% No change 1,779 $121K
Sentry Investment Management LLC 0.06% New 1,729 $117K
Steph & Co. 0.04% No change 1,713 $117K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,700 $116K
MUFG Securities EMEA plc 0.01% Reduce -98.5% 1,692 $115K
Marquette Asset Management, LLC 0.02% Reduce -18.7% 1,667 $114K
Bank of New Hampshire 0.03% No change 1,629 $111K
Hantz Financial Services, Inc. 0.00% Add +3.0% 1,603 $109K
AlphaCore Capital LLC 0.00% Add +5.2% 1,597 $108K
MTM Investment Management, LLC 0.04% New 1,584 $108K
Parkside Financial Bank & Trust 0.01% Add +50.2% 1,577 $107K
Riggs Asset Managment Co. Inc. 0.03% No change 1,528 $104K
First Community Trust NA 0.08% Reduce -16.7% 1,500 $102K
Hanson & Doremus Investment Management 0.01% No change 1,459 $99K
CYBER HORNET ETFs LLC 0.07% New 1,428 $97K
Pinnacle Bancorp, Inc. 0.03% No change 1,367 $93K
North Ridge Wealth Advisors, Inc. 0.06% No change 1,356 $92K
Burkett Financial Services, LLC 0.03% Add +0.8% 1,330 $91K
Capital Advisors, Ltd. LLC 0.01% Add +0.6% 1,301 $89K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +94.5% 1,284 $88K
IAG Wealth Partners, LLC 0.01% No change 1,276 $87K
Flagship Wealth Advisors, LLC 0.03% No change 1,267 $86K
Country Trust Bank 0.00% Reduce -24.6% 1,265 $86K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,225 $83K
Winch Advisory Services, LLC 0.02% Add +0.8% 1,214 $83K
Delos Wealth Advisors, LLC 0.06% New 1,200 $82K
NBT Bank, N.A. 0.01% No change 1,188 $81K
Richardson Financial Services Inc. 0.05% No change 1,160 $80K
Loomis Sayles & Co. L P 0.00% Add +327.6% 1,133 $77K
Quarry LP 0.02% Reduce -42.8% 1,114 $76K
Vision Financial Markets LLC 0.07% No change 1,110 $76K
SBI Securities Co., Ltd. 0.00% Add +0.3% 1,097 $75K
Harbor Asset Planning, Inc. 0.07% — 1,092 $74K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,069 $73K
Oakworth Capital, Inc. 0.00% Reduce -8.0% 1,054 $72K
Ostrum Asset Management 0.00% Reduce -2.8% 1,042 $71K
Heritage Wealth Advisors 0.00% No change 1,040 $71K
North Star Investment Management Corp. 0.00% No change 1,038 $71K
Washington Trust Advisors, Inc. 0.01% No change 1,030 $70K
Brown Brothers Harriman & Co. 0.00% Add +347.8% 1,030 $70K
Front Row Advisors LLC 0.02% Reduce -33.0% 1,013 $70K
Hager Investment Management Services, LLC 0.04% No change 1,000 $68K
IFS Advisors, LLC 0.05% Reduce -17.3% 956 $65K
Addison Advisors LLC 0.02% Add +35.9% 955 $65K
True Wealth Design, LLC 0.02% Reduce -53.3% 952 $65K
Centennial Bank 0.03% No change 947 $64K
Deseret Mutual Benefit Administrators 0.03% No change 936 $64K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $61K
Truvestments Capital LLC 0.01% No change 900 $61K
Salem Investment Counselors Inc. 0.00% No change 887 $61K
Caldwell Trust Co 0.01% No change 884 $60K
Bell Investment Advisors, Inc 0.01% Add +2.5% 853 $58K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -1.3% 850 $58K
Creative Financial Designs Inc. 0.00% Add +0.7% 843 $57K
CoreCap Advisors, LLC 0.00% Reduce -7.5% 794 $54K
Financial Perspectives, Inc 0.02% No change 767 $52K
Strengthening Families & Communities, LLC 0.03% Add +1.5% 738 $50K
McIlrath & Eck, LLC 0.01% Add +0.8% 722 $49K
Ransom Advisory, Ltd 0.02% No change 702 $48K
SOA Wealth Advisors, LLC. 0.01% No change 676 $46K
Whittier Trust Co. of Nevada Inc. 0.00% No change 671 $46K
RMG Wealth Management LLC 0.01% — 648 $46K
West Financial Advisors, LLC 0.01% No change 662 $45K
Essential Partners LLC 0.02% — 661 $45K
Lowe Wealth Advisors, LLC 0.02% No change 658 $45K
Kimelman & Baird, LLC 0.00% No change 652 $44K
Marshall & Sullivan Inc. 0.02% New 642 $44K
Prestige Wealth Management Group LLC 0.01% No change 631 $43K
Hemington Wealth Management 0.01% Add +7.2% 639 $43K
Tsfg, LLC 0.01% Add +0.2% 608 $41K
Vestor Capital, LLC 0.00% Reduce -78.1% 487 $41K
Slocum, Gordon & Co LLP 0.03% No change 600 $41K
Towne Trust Company, N.A 0.01% No change 584 $40K
Piscataqua Savings Bank 0.03% No change 575 $39K
Bfsg, LLC 0.00% Add +2.7% 571 $39K
TruNorth Capital Management, LLC 0.01% Reduce -61.9% 557 $38K
Bartlett & Co. Wealth Management LLC 0.00% No change 523 $36K
Luken Investment Analytics, LLC 0.02% No change 526 $36K
Tower View Wealth Management LLC 0.02% Add +0.8% 523 $36K
Canopy Partners, LLC 0.01% No change 522 $36K
Rise Advisors, LLC 0.01% Add +62.9% 518 $35K
Crews Bank & Trust 0.01% No change 504 $34K
Monetary Management Group Inc. 0.01% No change 500 $34K
Archer Investment Corp 0.01% No change 500 $34K
Elevation Wealth Partners, LLC 0.01% No change 494 $34K
GS Investments, Inc. 0.01% No change 484 $33K
BankPlus Trust Department 0.01% No change 483 $33K
Bruce G. Allen Investments, LLC 0.02% Reduce -0.8% 468 $32K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -8.2% 468 $32K
Tidemark, LLC 0.01% No change 465 $32K
Rothschild Investment LLC 0.00% Reduce -18.2% 455 $31K
Adirondack Trust Co. 0.01% Reduce -3.6% 431 $29K
GW&K Investment Management, LLC 0.00% Add +8.2% 423 $29K
Clearstead Trust, LLC 0.01% Add +202.2% 417 $28K
CVA Family Office, LLC 0.00% Reduce -8.2% 413 $28K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $28K
Strategic Investment Solutions, Inc. 0.01% No change 400 $27K
Covestor Ltd 0.02% Reduce -76.6% 399 $27K
Trust Co. of Vermont 0.00% No change 396 $27K
Strategic Wealth Partners, Ltd. 0.00% — 372 $25K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +6.4% 366 $25K
Twin Peaks Wealth Advisors, LLC 0.01% New 341 $25K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $24K
Glen Eagle Advisors, LLC 0.00% No change 350 $24K
Ossiam 0.00% New 343 $23K
Curio Wealth, LLC 0.01% Add +16950.0% 341 $23K
Webster Bank, N. A. 0.00% No change 325 $22K
Bangor Savings Bank 0.00% No change 320 $22K
Richard W. Paul & Associates, LLC 0.01% Add +2.6% 319 $22K
Sierra Ocean, LLC 0.02% Reduce -20.0% 308 $21K
Asset Dedication, LLC 0.00% Reduce -38.9% 308 $21K
Fortitude Family Office, LLC 0.01% Reduce -4.4% 301 $20K
Fairscale Capital, LLC 0.01% No change 277 $20K
Main Street Group, LTD 0.01% No change 295 $20K
Capital Analysts, LLC 0.00% Reduce -30.6% 297 $20K
Missouri Trust & Investment Co 0.01% New 287 $20K
Scarborough Advisors, LLC 0.00% New 285 $19K
Private Wealth Asset Management, LLC 0.00% Reduce -29.4% 276 $19K
MCF Advisors LLC 0.00% No change 270 $19K
JFS Wealth Advisors, LLC 0.00% No change 263 $18K
Salomon & Ludwin, LLC 0.00% No change 256 $17K
Mb, Levis & Associates, LLC 0.01% No change 250 $17K
E Fund Management (Hong Kong) Co., Ltd. 0.02% No change 247 $17K
Armstrong Advisory Group, Inc. 0.00% No change 245 $17K
Nemes Rush Group LLC 0.00% Add +0.8% 243 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $16K
Spurstone Advisory Services, LLC 0.24% No change 233 $16K
Global Wealth Strategies & Associates 0.00% No change 228 $16K
NewSquare Capital LLC 0.00% Add +42.0% 223 $15K
MV Capital Management, Inc. 0.00% Reduce -0.9% 218 $15K
Stuart Chaussee & Associates, Inc. 0.00% No change 202 $14K
Advantage Trust Co 0.01% New 200 $14K
Atticus Wealth Management, LLC 0.00% Reduce -9.1% 200 $14K
Prudent Man Investment Management, Inc. 0.01% No change 200 $14K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 192 $13K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -0.5% 192 $13K
BOK Financial Private Wealth, Inc. 0.00% Reduce -33.5% 187 $13K
Medallion Wealth Advisors, LLC 0.00% No change 184 $13K
Rossby Financial, LCC 0.00% Reduce -75.3% 180 $12K
Beacon Capital Management, LLC 0.00% Add +1.1% 178 $12K
Rialto Wealth Management, LLC 0.00% Add +8.3% 170 $12K
Sittner & Nelson, LLC 0.00% No change 169 $12K
PFS Partners, LLC 0.01% New 163 $11K
WFA Asset Management Corp 0.01% Reduce -82.0% 203 $11K
Parvin Asset Management, LLC 0.01% No change 158 $11K
MilWealth Group LLC 0.00% No change 148 $10K
Avion Wealth 0.00% Add +35.5% 149 $10K
Financial Management Professionals, Inc. 0.00% Add +1.4% 141 $10K
Investors Research Corp 0.00% No change 142 $10K
Dunhill Financial, LLC 0.00% Add +1.5% 132 $9K
Future Financial Wealth Managment LLC 0.01% No change 129 $9K
Toth Financial Advisory Corp. 0.00% New 126 $9K
Howard Hughes Medical Institute 0.00% New 124 $8K
ORG Partners LLC 0.00% Add +85.7% 117 $8K
Dagco, Inc. 0.00% No change 118 $8K
Valued Wealth Advisors LLC 0.00% Add +12.0% 112 $8K
Valley National Advisers Inc. 0.00% Reduce -0.9% 114 $7K
TD Waterhouse Canada Inc. 0.00% No change 100 $7K
Strategic Wealth Investment Group, LLC 0.01% New 100 $7K
Transce3nd, LLC 0.00% No change 100 $7K
Duncker Streett & Co. Inc. 0.00% No change 100 $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
Activest Wealth Management 0.00% Reduce -2.1% 92 $6K
Aspect Partners, LLC 0.00% No change 85 $6K
LGT Financial Advisors LLC 0.01% Add +1.2% 84 $6K
Sachetta, LLC 0.00% Add +29.5% 79 $5K
Private Wealth Management Group, LLC 0.00% No change 78 $5K
Evolution Wealth Management Inc. 0.01% — 75 $5K
GoalVest Advisory LLC 0.00% Add +2400.0% 75 $5K
Mascoma Wealth Management LLC 0.00% No change 75 $5K
Stone House Investment Management, LLC 0.00% New 75 $5K
Independence Bank of Kentucky 0.00% Reduce -16.7% 75 $5K
Pittenger & Anderson Inc. 0.00% No change 72 $5K
Cornerstone Planning Group LLC 0.00% Reduce -5.7% 66 $5K
Olistico Wealth, LLC 0.00% No change 71 $5K
Abound Wealth Management 0.00% No change 69 $5K
Great Lakes Advisors, LLC 0.00% No change 69 $5K
Dogwood Wealth Management LLC 0.00% New 67 $5K
Westside Investment Management, Inc. 0.00% No change 66 $4K
Physician Wealth Advisors, Inc. 0.00% Add +490.9% 65 $4K
Bare Financial Services, Inc 0.00% New 62 $4K
Grove Bank & Trust 0.00% No change 61 $4K
Princeton Global Asset Management LLC 0.00% New 60 $4K
Raffa Wealth Management, LLC 0.00% Reduce -28.8% 57 $4K
TFC Financial Management, Inc. 0.00% No change 57 $4K
Tortoise Investment Management, LLC 0.00% New 57 $4K
Highline Wealth Partners LLC 0.00% No change 56 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 52 $4K
Anchor Investment Management, LLC 0.00% No change 48 $3K
Crewe Advisors LLC 0.00% New 45 $3K
Pacifica Partners Inc. 0.00% No change 45 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 54 $3K
Penserra Capital Management LLC 0.00% No change 48 $3K
Granite FO LLC 0.00% No change 39 $3K
WealthCollab, LLC 0.00% New 38 $3K
Holos Integrated Wealth LLC 0.00% No change 33 $2K
WealthTrak Capital Management LLC 0.00% Reduce -12.5% 35 $2K
Hughes Financial Services, LLC 0.00% Reduce -39.6% 32 $2K
WPG Advisers, LLC 0.00% No change 32 $2K
Clark Wealth Partners 0.00% No change 32 $2K
Key Financial Inc 0.00% No change 29 $2K
Trifecta Capital Advisors, LLC 0.00% No change 28 $2K
Kilter Group LLC 0.00% New 25 $2K
YANKCOM Partnership 0.00% Add +257.1% 25 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +84.6% 24 $2K
Principia Wealth Advisory, LLC 0.00% Add +29.4% 22 $1K
Binnacle Investments Inc 0.00% New 22 $1K
Nvwm, LLC 0.00% Add +120.0% 22 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -5.0% 19 $1K
Signature Resources Capital Management, LLC 0.00% New 19 $1K
SJS Investment Consulting Inc. 0.00% Reduce -45.7% 19 $1K
Kiker Wealth Management, LLC 0.00% New 18 $1K
S&T Bank 0.00% New 18 $1K
Core Alternative Capital 0.00% No change 18 $1K
Stephens Consulting, LLC 0.00% New 15 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 18 $1K
TD Capital Management LLC 0.00% No change 14 $969
Cape Investment Advisory, Inc. 0.00% Reduce -12.5% 14 $953
DecisionPoint Financial, LLC 0.00% New 13 $894
HFM Investment Advisors, LLC 0.00% Add +200.0% 12 $817
American Capital Advisory, LLC 0.00% No change 10 $681
Atlas Capital Advisors Inc. 0.00% No change 8 $544
Parkworth Wealth Management, Inc. 0.00% Add +40.0% 7 $477
Quaker Wealth Management, LLC 0.00% — 7 $477
Blume Capital Management, Inc. 0.00% New 7 $477
Transamerica Financial Advisors, LLC 0.00% No change 7 $433
Bellwether Advisors, LLC 0.00% No change 4 $272
IMA Advisory Services, Inc. 0.00% New 3 $206

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