Xcel EnergyXEL

13F holders, Q3 2025 (September 30)
1,185holders +52
138new positions
76sold out
8famous investors
$80.63avg. 13F price*

At the end of Q3 2025, 1,185 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 52 from Q2 2025. 138 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($6.2B), BlackRock, Inc. ($4.2B) and State Street Corp. ($2.9B). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions138$229.5M
Exits76$157.6M

All 13F filers, Q2 2025 → Q3 2025: 42,748,779 shares bought and 16,171,194 shares sold, net +26,577,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,185 holders

Vanguard Group Inc. 0.09% Add +2.7% 76,725,720 $6.2B
BlackRock, Inc. 0.07% Add +1.9% 51,597,308 $4.2B
State Street Corp. 0.10% Add +5.1% 35,896,553 $2.9B
Bank of America Corp. 0.17% Add +9.9% 28,851,485 $2.3B
T. Rowe Price Associates Inc. 0.24% Reduce -11.8% 27,922,775 $2.3B
JPMorgan Chase & Co. 0.11% Add +4.1% 21,026,015 $1.7B
Massachusetts Financial Services Co. 0.49% Add +4.3% 19,526,873 $1.6B
Geode Capital Management, LLC 0.08% Add +1.1% 16,369,626 $1.3B
GQG Partners LLC 1.62% Add +4.6% 13,073,681 $1.1B
Aristotle Capital Management, LLC 1.90% Reduce -5.7% 12,162,728 $980.9M
Goldman Sachs Group Inc. 0.11% Add +46.7% 9,158,129 $738.6M
Invesco Ltd. 0.10% Add +5.7% 7,782,869 $627.7M
Morgan Stanley 0.04% Add +7.0% 7,188,777 $579.8M
Franklin Resources Inc. 0.14% Add +22.8% 6,692,372 $539.7M
FMR LLC 0.03% Add +8.2% 6,418,441 $517.6M
Barrow Hanley Mewhinney & Strauss LLC 1.59% Reduce -0.6% 6,184,668 $498.8M
Barclays PLC 0.18% Add +54.3% 6,098,386 $491.8M
Legal & General Group Plc 0.11% Add +6.4% 6,014,053 $485.0M
Pictet Asset Management Holding SA 0.47% Add +13.6% 6,006,866 $484.5M
Deutsche Bank AG 0.14% Add +103.8% 5,291,220 $426.7M
Northern Trust Corp. 0.05% Add +0.2% 5,269,565 $425.0M
Royal Bank of Canada 0.06% Add +11.6% 4,305,812 $347.3M
Newport Trust Company, LLC 0.71% Reduce -1.5% 3,852,285 $310.7M
Charles Schwab Investment Management Inc. 0.05% Add +2.0% 3,808,681 $307.2M
Federated Hermes, Inc. 0.54% Add +45.0% 3,768,384 $303.9M
Bank of New York Mellon Corp 0.05% Add +0.7% 3,560,698 $287.2M
Capital Research Global Investors 0.05% Add +1.5% 3,496,842 $282.0M
American Century Companies Inc. 0.14% Add +3.3% 3,367,033 $271.6M
Reaves W H & Co. Inc. 4.55% Add +25.8% 3,164,159 $255.2M
UBS Group AG 0.05% Add +24.6% 2,996,446 $241.7M
Nordea Investment Management AB 0.21% Reduce -6.8% 2,991,639 $240.5M
Macquarie Group Ltd. 0.28% Add +85.4% 3,230,866 $238.7M
Ameriprise Financial Inc. 0.05% Reduce -3.3% 2,912,201 $234.9M
Mitsubishi UFJ Trust & Banking Corp 0.44% Reduce -29.6% 2,476,607 $199.7M
Principal Financial Group Inc. 0.10% Reduce -0.9% 2,468,141 $199.1M
Nuveen, LLC 0.05% Add +6.7% 2,461,418 $198.5M
Zimmer Partners, LP 4.83% Reduce -28.3% 2,451,000 $197.7M
Brookfield Corp 0.23% Reduce -13.9% 2,444,361 $197.1M
Raymond James Financial Inc. 0.06% Reduce -4.0% 2,419,099 $195.1M
Duff & Phelps Investment Management Co. 2.16% Add +6.8% 2,357,297 $190.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -24.5% 2,248,365 $181.3M
Russell Investments Group, Ltd. 0.20% Reduce -3.6% 2,204,285 $177.8M
Magellan Asset Management Ltd 2.03% Add +6.1% 2,125,537 $171.4M
First Trust Advisors LP 0.13% Reduce -1.8% 2,081,828 $167.9M
Dimensional Fund Advisors LP 0.04% Add +3.1% 2,034,716 $164.1M
Citigroup Inc. 0.11% Add +135.3% 2,017,717 $162.7M
Millennium Management 0.13% Add +503.8% 1,999,753 $161.3M
CBRE Investment Management Listed Real Assets LLC 2.27% Add +29.6% 1,968,459 $158.8M
Wells Fargo & Company 0.03% Add +1.3% 1,892,089 $152.6M
California Public Employees Retirement System 0.09% Reduce -16.8% 1,801,570 $145.3M
Jennison Associates LLC 0.08% Add +12.2% 1,780,492 $143.6M
Merewether Investment Management, LP 3.40% Add +86.6% 1,763,910 $142.3M
LPL Financial LLC 0.04% Add +3.3% 1,705,340 $137.5M
Electron Capital Partners, LLC 6.14% Reduce -2.7% 1,680,811 $135.6M
Swiss National Bank 0.08% Reduce -4.7% 1,662,500 $134.1M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +1.4% 1,512,540 $122.0M
Bank of Montreal 0.05% Add +127.0% 1,449,967 $116.9M
Amundi 0.04% Add +49.3% 1,394,314 $112.9M
Envestnet Asset Management Inc. 0.03% Reduce -1.2% 1,389,975 $112.1M
BNP Paribas Financial Markets 0.09% Add +90.8% 1,353,980 $109.2M
HSBC Holdings PLC 0.06% Add +6.6% 1,272,322 $102.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +6.0% 1,230,877 $99.3M
Stifel Financial Corp. 0.09% Reduce -3.8% 1,191,906 $96.1M
HITE Hedge Asset Management LLC 5.13% Add +41.3% 1,169,573 $94.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.45% Add +0.5% 1,116,092 $90.0M
Cohen & Steers, Inc. 0.16% Reduce -0.2% 1,103,396 $89.0M
AQR Capital Management 0.06% Reduce -28.6% 1,077,670 $86.7M
Janus Henderson Group PLC 0.04% Reduce -2.9% 1,073,177 $86.6M
Sei Investments Co. 0.09% Reduce -3.1% 1,046,999 $84.4M
Regions Financial Corp. 0.54% Add +0.8% 1,034,099 $83.4M
Rhumbline Advisers 0.07% Reduce -1.3% 1,014,054 $81.8M
Canada Pension Plan Investment Board 0.06% Add +70.1% 1,004,555 $81.0M
Energy Income Partners, LLC 1.50% Add +0.7% 966,031 $77.9M
Point72 Asset Management 0.18% New 959,616 $77.4M
Balyasny Asset Management L.P. 0.16% Reduce -45.2% 939,960 $75.8M
Brandywine Global Investment Management, LLC 0.51% Reduce -1.9% 911,834 $73.5M
Freestone Grove Partners LP 0.52% Add +41.9% 856,828 $69.1M
Aventail Capital Group, LP 3.24% Add +48.4% 845,489 $68.2M
Marshall Wace, LLP 0.07% Add +330.6% 785,952 $63.4M
Victory Capital Management Inc. 0.04% Reduce -1.5% 757,165 $61.1M
ProShare Advisors LLC 0.13% Reduce -18.2% 747,163 $60.3M
Alliancebernstein L.P. 0.02% Add +7.3% 716,894 $57.8M
Vaughan David Investments LLC 1.24% Add +1.1% 710,651 $57.3M
Allianz Asset Management GmbH 0.07% Reduce -5.6% 697,866 $56.3M
California State Teachers Retirement System 0.06% Add +0.3% 695,150 $56.1M
Verition Fund Management LLC 0.33% Add +313.9% 678,954 $54.8M
Manufacturers Life Insurance Company, The 0.04% Add +14.7% 671,727 $54.2M
Treasurer of the State of North Carolina 0.16% Reduce -0.6% 660,132 $53.2M
National Pension Service 0.04% Add +1.2% 651,362 $52.5M
Anchor Capital Advisors LLC 1.51% Reduce -2.3% 644,920 $52.0M
Jefferies Financial Group Inc. 0.46% Add +843.1% 603,592 $48.7M
Lazard Asset Management LLC 0.06% Add +39.2% 579,742 $46.8M
Wealth Enhancement Advisory Services, LLC 0.07% Add +7.3% 560,306 $45.9M
Adage Capital Partners Gp, L.L.C. 0.07% Add +1.9% 538,442 $43.4M
State Board of Administration of Florida Retirement System 0.08% Reduce -6.8% 536,961 $43.3M
Gabelli Funds LLC 0.30% Reduce -0.3% 535,716 $43.2M
Old Republic International Corp. 1.56% No change 522,200 $42.1M
Hudson Bay Capital Management LP 0.29% Add +174.6% 513,504 $41.4M
New York State Common Retirement Fund 0.05% Reduce -28.9% 500,496 $40.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +4.3% 456,035 $36.8M
Korea Investment CORP 0.07% Reduce -1.7% 417,395 $33.7M
New York State Teachers Retirement System 0.07% Add +0.1% 415,932 $33.5M
Mairs & Power Inc. 0.29% Add +2.5% 386,008 $31.1M
State of Wisconsin Investment Board 0.07% Reduce -10.9% 385,411 $31.1M
Toronto Dominion Bank 0.06% Add +42.2% 384,410 $31.0M
Tortoise Capital Advisors, L.L.C. 0.40% Add +45.8% 381,642 $30.8M
Covalis Capital LLP 3.47% New 368,943 $29.8M
Squarepoint Ops LLC 0.06% Reduce -46.9% 368,199 $29.7M
Susquehanna Portfolio Strategies, LLC 0.47% Add +143.6% 366,300 $29.5M
Creative Planning 0.02% Add +21.3% 365,291 $29.5M
ExodusPoint Capital Management, LP 0.41% Add +869.9% 365,175 $29.5M
Zurich Insurance Group Ltd 0.21% New 359,990 $29.0M
Ensign Peak Advisors, Inc 0.05% Reduce -6.0% 352,438 $28.4M
Natixis Advisors, LLC 0.04% Add +4.2% 341,507 $27.5M
Guggenheim Capital LLC 0.20% Add +12.7% 334,765 $27.0M
US Bancorp \de 0.03% Reduce -1.3% 329,188 $26.5M
Prudential Financial Inc. 0.03% Reduce -2.2% 328,653 $26.5M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -0.4% 328,238 $26.5M
CANADA LIFE ASSURANCE Co 0.04% Add +4.4% 326,594 $26.1M
Quantinno Capital Management LP 0.07% Add +32.2% 315,215 $25.4M
Public Employees Retirement System of Ohio 0.08% Add +1.6% 306,307 $24.7M
NEOS Investment Management LLC 0.18% Add +59.1% 304,103 $24.5M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -0.9% 303,208 $24.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +6.1% 295,812 $23.9M
Cerity Partners LLC 0.04% Reduce -5.2% 289,879 $23.4M
Associated Banc-Corp 0.61% Reduce -1.1% 285,129 $23.0M
Van Eck Associates Corp. 0.02% Add +38.5% 277,877 $22.4M
Beck Bode, LLC 3.57% Reduce -1.5% 274,113 $22.1M
Asset Management One Co., Ltd. 0.06% Add +0.8% 258,873 $20.9M
SG Americas Securities, LLC 0.08% Add +103.8% 258,665 $20.9M
AXA Investment Managers S.A. 0.06% — 253,411 $20.4M
National Bank of Canada 0.02% Reduce -57.0% 242,096 $19.5M
Commonwealth Equity Services, LLC 0.03% Reduce -4.0% 241,528 $19.5M
CIBC Asset Management Inc 0.06% Reduce -0.7% 240,974 $19.4M
Sourcerock Group LLC 1.30% Add +67.7% 237,609 $19.2M
Nissay Asset Management Corp. /Japan 0.11% Add +7.1% 235,879 $19.0M
Rafferty Asset Management, LLC 0.06% Reduce -2.8% 232,052 $18.7M
Wedge Capital Management L L P 0.32% Reduce -1.0% 231,709 $18.7M
Daiwa Securities Group Inc. 0.06% Add +19.7% 231,673 $18.7M
TD Asset Management Inc 0.02% Reduce -0.6% 229,813 $18.5M
State of Tennessee, Department of Treasury 0.06% Reduce -5.3% 229,197 $18.5M
Allworth Financial LP 0.08% Reduce -1.8% 228,170 $18.4M
Nomura Asset Management Co. Ltd. 0.05% Reduce -3.5% 227,093 $18.3M
PNC Financial Services Group, Inc. 0.01% Add +1.4% 225,410 $18.2M
Viking Fund Management LLC 2.14% Add +4.8% 220,000 $17.7M
Truist Financial Corp. 0.02% Reduce -6.4% 218,866 $17.7M
Mn Services Vermogensbeheer B.V. 0.11% Add +1.2% 217,855 $17.6M
Two Sigma Investments, LP 0.03% Add +1250.7% 217,455 $17.5M
BTC Capital Management, Inc. 1.20% Add +104.4% 215,470 $17.4M
SummitTX Capital, L.P. 0.72% Add +45.5% 215,134 $17.4M
Cetera Investment Advisers 0.02% Add +29.5% 211,838 $17.1M
Allspring Global Investments Holdings, LLC 0.03% Add +41.6% 209,966 $16.9M
State of New Jersey Common Pension Fund D 0.06% Add +6.4% 205,508 $16.6M
Teilinger Capital Ltd. 17.75% Reduce -31.7% 205,000 $16.5M
Blue Chip Partners, LLC 1.23% Reduce -1.2% 204,575 $16.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +10.7% 200,664 $16.2M
Resona Asset Management Co.,Ltd. 0.08% Reduce -4.2% 200,430 $16.1M
RWC Asset Management LLP 0.90% Add +48.1% 197,225 $15.9M
Susquehanna International Group, LLP 0.02% Reduce -7.8% 196,018 $15.8M
Aberdeen Group plc 0.03% Reduce -7.0% 195,866 $15.8M
AMF Tjanstepension AB 0.10% No change 195,312 $15.8M
Bruce & Co., Inc. 4.86% No change 194,500 $15.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -12.6% 193,414 $15.6M
Ilmarinen Mutual Pension Insurance Co 0.12% Add +19.3% 191,500 $15.4M
Polymer Capital Management (US) LLC 2.03% Add +90.0% 190,000 $15.3M
Credit Agricole S A 0.05% — 187,438 $15.1M
Osaic Holdings, Inc. 0.02% Add +19.0% 191,897 $14.6M
Mackenzie Financial Corp. 0.02% Reduce -4.6% 178,492 $14.4M
SIR Capital Management, L.P. 1.26% Add +8.1% 174,489 $14.1M
Arizona State Retirement System 0.07% Add +1.0% 170,001 $13.7M
Burkehill Global Management, LP 0.75% No change 160,000 $12.9M
State of Michigan Retirement System 0.06% Add +2.0% 159,994 $12.9M
Calamos Advisors LLC 0.08% No change 159,163 $12.8M
Commerce Bank 0.07% Reduce -2.3% 156,683 $12.6M
Comerica Bank 0.05% Reduce -4.1% 152,202 $12.3M
HighTower Advisors, LLC 0.01% Add +3.0% 151,779 $12.2M
Czech National Bank 0.08% Add +6.5% 150,209 $12.1M
Assetmark, Inc. 0.03% Reduce -11.4% 149,352 $12.0M
Empower Advisory Group, LLC 0.03% Add +0.7% 147,400 $11.9M
MetLife Investment Management, LLC 0.06% Reduce -0.1% 146,747 $11.8M
Janney Montgomery Scott LLC 0.03% Reduce -2.7% 143,622 $11.6M
Kayne Anderson Capital Advisors LP 0.25% Add +64.8% 142,420 $11.5M
Wealthfront Advisers LLC 0.03% Add +21.5% 140,568 $11.3M
Leeward Investments, LLC - MA 0.57% Reduce -3.5% 139,019 $11.2M
Forsta Ap-Fonden 0.07% Add +13.3% 137,600 $11.1M
Voya Investment Management LLC 0.01% Reduce -20.3% 135,197 $10.9M
&partners 0.07% Add +10.1% 134,594 $10.9M
Dean Investment Associates, LLC 1.48% Add +1.1% 131,022 $10.6M
Mariner, LLC 0.01% Reduce -8.8% 128,279 $10.3M
Public Sector Pension Investment Board 0.04% Add +7.4% 127,483 $10.3M
IFM Investors Pty Ltd 0.09% Add +2.2% 129,457 $10.3M
Retirement Systems of Alabama 0.03% Add +1.9% 126,162 $10.2M
Corient Private Wealth LP 0.02% Reduce -3.8% 125,439 $10.1M
O'shaughnessy Asset Management, LLC 0.06% Add +9.3% 124,952 $10.1M
Cresset Asset Management, LLC 0.04% Add +2.5% 123,248 $10.0M
Susquehanna Fundamental Investments, LLC 0.39% Reduce -12.7% 123,300 $9.9M
Heartland Advisors Inc. 0.52% New 122,958 $9.9M
Citadel Advisors 0.01% Reduce -56.4% 122,023 $9.8M
Reinhart Partners, Llc. 0.31% Reduce -5.0% 117,846 $9.5M
Zions Bancorporation, National Association 0.46% Reduce -14.0% 115,930 $9.3M
Captrust Financial Advisors 0.02% Add +3.6% 115,415 $9.3M
Amalgamated Bank 0.07% Add +0.7% 115,318 $9.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.8% 114,979 $9.3M
GF Fund Management Co. LTD. 0.17% No change 114,869 $9.3M
Martingale Asset Management L P 0.23% Reduce -13.3% 113,437 $9.1M
First National Bank of Omaha 0.57% Reduce -2.5% 111,865 $9.0M
Illinois Municipal Retirement Fund 0.11% Reduce -24.9% 110,568 $8.9M
NewEdge Advisors, LLC 0.04% Add +66.2% 110,473 $8.9M
CIBC Bancorp USA Inc. 0.05% — 102,723 $8.3M
Harvest Fund Management Co., Ltd 0.35% Add +3.2% 114,086 $8.3M
Bank of Nova Scotia 0.01% Add +25.5% 101,568 $8.2M
Contravisory Investment Management, Inc. 1.58% Reduce -4.1% 101,415 $8.2M
Hennessy Advisors Inc. 0.28% Reduce -10.9% 99,799 $8.0M
Police & Firemen's Retirement System of New Jersey 0.06% Add +12.0% 97,964 $7.9M
Utah Retirement Systems 0.08% Add +3.0% 97,796 $7.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +5.9% 97,606 $7.9M
Focus Financial Network, Inc. 0.28% Add +0.6% 95,813 $7.7M
Employees Retirement System of Texas 0.07% Reduce -13.5% 93,316 $7.5M
DekaBank Deutsche Girozentrale 0.01% No change 93,013 $7.4M
Opus Investment Management Inc. 4.59% No change 91,709 $7.4M
Pacer Advisors, Inc. 0.02% Reduce -16.4% 91,033 $7.3M
Calydon Capital 1.17% Reduce -12.0% 90,916 $7.3M
Pathstone Holdings, LLC 0.03% Add +0.1% 90,531 $7.3M
Swiss Life Asset Management Ltd 0.04% Add +91.8% 89,215 $7.2M
Miller Howard Investments Inc. 0.22% Add +3.4% 88,406 $7.1M
Yousif Capital Management, LLC 0.07% Reduce -3.3% 86,930 $7.0M
Cibc World Market Inc. 0.01% New 86,726 $7.0M
Abn Amro Investment Solutions 0.14% No change 86,500 $7.0M
Meeder Asset Management Inc. 0.39% New 85,676 $6.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.8% 85,177 $6.9M
Palisade Asset Management, LLC 0.63% Add +0.0% 84,468 $6.8M
Xponance LLC 0.05% Reduce -10.2% 83,784 $6.8M
BTG Pactual Asset Management US LLC 0.80% Add +13.8% 83,462 $6.7M
USS Investment Management Ltd 0.03% No change 83,432 $6.7M
Intact Investment Management Inc. 0.20% Add +23.1% 83,100 $6.7M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -8.5% 82,889 $6.7M
New York Life Investment Management LLC 0.06% Add +2.3% 80,479 $6.5M
Woodline Partners LP 0.03% Add +25.3% 78,162 $6.3M
MML Investors Services, LLC 0.02% Reduce -2.6% 77,647 $6.3M
Shelton Capital Management 0.13% Reduce -1.6% 77,502 $6.3M
Mercer Global Advisors Inc. 0.01% Add +7.1% 76,988 $6.2M
First PREMIER Bank 1.40% Reduce -0.2% 76,510 $6.2M
Teacher Retirement System of Texas 0.02% Reduce -13.6% 75,533 $6.1M
DAVENPORT & Co LLC 0.03% Add +3.0% 74,742 $6.0M
Louisiana State Employees Retirement System 0.10% Add +2.1% 74,100 $6.0M
Profund Advisors LLC 0.19% Add +2.5% 73,674 $5.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +7.7% 70,278 $5.7M
American Assets Investment Management, LLC 0.41% No change 70,000 $5.6M
iA Global Asset Management Inc. 0.08% Add +7.2% 68,478 $5.5M
Atria Investments, Inc 0.06% Reduce -0.1% 67,665 $5.5M
Socorro Asset Management LP 2.05% New 67,640 $5.5M
Oregon Public Employees Retirement Fund 0.07% Add +35.8% 67,585 $5.5M
Morningstar Investment Management LLC 0.20% Add +2130.7% 66,585 $5.4M
Walleye Capital LLC 0.05% Add +111.0% 66,201 $5.3M
Bridgewater Associates 0.02% New 65,394 $5.3M
Larson Financial Group LLC 0.18% Add +1.3% 65,121 $5.3M
Mutual of America Capital Management LLC 0.05% Reduce -3.1% 64,098 $5.2M
State of Alaska, Department of Revenue 0.05% Reduce -2.2% 63,238 $5.1M
Hartree Partners, LP 1.76% New 63,000 $5.1M
Cwm, LLC 0.02% Reduce -9.3% 62,989 $5.1M
Private Advisor Group, LLC 0.02% Add +9.6% 62,660 $5.1M
Rockefeller Capital Management L.P. 0.01% Reduce -20.2% 62,514 $5.0M
Resolution Capital Ltd 0.10% Add +149.9% 62,401 $5.0M
Vestcor Inc 0.15% Reduce -3.8% 61,793 $5.0M
Metis Global Partners, LLC 0.12% Add +18.8% 61,259 $4.9M
First Bank & Trust 0.83% Add +1.3% 60,971 $4.9M
Morton Community Bank 1.14% Add +5.5% 60,457 $4.9M
M&T Bank Corp 0.02% Reduce -21.2% 60,281 $4.9M
Bogart Wealth, LLC 0.20% Add +3.0% 59,922 $4.8M
Glenmede Investment Management, LP 0.02% Reduce -1.7% 59,817 $4.8M
Oliver Luxxe Assets LLC 0.75% Add +2.3% 58,559 $4.7M
TD Private Client Wealth LLC 0.11% Add +9.1% 58,455 $4.7M
UniSuper Management Pty Ltd 0.03% Add +13.4% 57,927 $4.7M
Bridge Creek Capital Management LLC 1.29% Reduce -1.4% 57,438 $4.6M
Sanctuary Advisors, LLC 0.03% Add +8.3% 57,417 $4.6M
Public Employees Retirement Association of Colorado 0.02% Reduce -1.4% 55,038 $4.4M
Boothbay Fund Management, LLC 0.12% Reduce -4.5% 55,028 $4.4M
KBC Group NV 0.01% Add +13.9% 54,561 $4.4M
Tema ETFs LLC 0.36% Add +44.1% 54,494 $4.4M
Kestra Advisory Services, LLC 0.02% Add +1.3% 54,256 $4.4M
Focus Partners Wealth 0.01% Reduce -13.2% 53,590 $4.3M
Nisa Investment Advisors, LLC 0.02% Reduce -12.3% 53,075 $4.3M
Ameritas Investment Partners, Inc. 0.13% Reduce -0.8% 52,998 $4.3M
Prudential PLC 0.03% No change 50,679 $4.1M
Nomura Holdings Inc. 0.02% Add +664.4% 50,625 $4.1M
Siemens Fonds Invest GmbH 0.22% Add +24.1% 49,275 $4.0M
Meyer Handelman Co. 0.13% Reduce -5.3% 49,116 $4.0M
Capital Management Associates, Inc 1.06% Add +613.1% 48,775 $3.9M
Lanark Financial, Inc. 0.30% Reduce -0.6% 47,377 $3.8M
Stiles Financial Services Inc 1.20% Reduce -0.2% 47,372 $3.8M
Schroder Investment Management Group 0.00% Reduce -7.6% 45,917 $3.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.6% 45,115 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% No change 45,012 $3.6M
Summit Trail Advisors, LLC 0.05% Add +62.0% 44,645 $3.6M
Simon Quick Advisors, LLC 0.16% Add +1.8% 44,833 $3.6M
Westpac Banking Corp. 0.22% Reduce -43.7% 44,801 $3.6M
Boston Partners 0.00% New 43,720 $3.5M
Norinchukin Bank, The 0.05% Add +1.5% 42,894 $3.5M
Royal London Asset Management Ltd. 0.01% Add +32.8% 42,735 $3.4M
Fifth Third Bancorp 0.01% Reduce -2.5% 42,097 $3.4M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +86.6% 41,406 $3.3M
Aptus Capital Advisors, LLC 0.03% Reduce -0.9% 40,447 $3.3M
Geneos Wealth Management Inc. 0.08% Reduce -4.9% 40,390 $3.3M
Sequoia Financial Advisors, LLC 0.02% Add +12.4% 40,245 $3.2M
Thrivent Financial for Lutherans 0.01% Add +0.4% 40,193 $3.2M
Natixis 0.02% Add +8.2% 40,136 $3.2M
Jain Global LLC 0.04% New 40,106 $3.2M
DRW Securities, LLC 0.17% New 39,588 $3.2M
Strong Tower Advisory Services 0.61% Add +1.2% 39,813 $3.2M
Edgestream Partners, L.P. 0.09% New 39,028 $3.1M
Navellier & Associates Inc. 0.32% Add +1.3% 38,732 $3.1M
Mizuho Securities USA LLC 0.06% Add +8.1% 43,076 $3.1M
Berger Financial Group, Inc 0.18% Add +3.9% 37,862 $3.1M
Blair William & Co. 0.01% Reduce -0.9% 37,820 $3.1M
Sterling Capital Management LLC 0.04% Reduce -5.5% 37,554 $3.0M
Kentucky Retirement Systems 0.08% Add +0.9% 37,158 $3.0M
Agf Management Ltd. 0.01% Add +6.7% 35,975 $2.9M
Commerzbank Aktiengesellschaft 0.06% Add +18.9% 35,346 $2.9M
Kettle Hill Capital Management, LLC 0.64% New 35,137 $2.8M
Integrated Wealth Concepts LLC 0.03% Reduce -6.3% 35,115 $2.8M
Jane Street Group, LLC 0.00% Reduce -20.3% 35,080 $2.8M
Elevation Point Wealth Partners, LLC 0.20% Add +467.9% 34,767 $2.8M
JARISLOWSKY, FRASER Ltd 0.02% No change 35,000 $2.8M
Hennion & Walsh Asset Management, Inc. 0.10% Add +64.6% 34,967 $2.8M
Hartford Investment Management Co. 0.08% Reduce -0.3% 34,663 $2.8M
Edgemoor Investment Advisors, Inc. 0.22% Reduce -3.2% 34,568 $2.8M
First National Advisers, LLC 0.38% Add +0.1% 34,371 $2.8M
ARS Investment Partners, LLC 0.18% Reduce -2.8% 34,256 $2.8M
Man Group plc 0.01% Reduce -61.5% 34,251 $2.8M
AMG National Trust Bank 0.07% Add +0.1% 33,514 $2.7M
Crossmark Global Holdings, Inc. 0.04% Add +0.1% 33,334 $2.7M
QRG Capital Management, Inc. 0.03% Reduce -20.4% 33,266 $2.7M
Fulton Bank, N.A. 0.09% Reduce -3.6% 32,910 $2.7M
Sound View Wealth Advisors Group, LLC 0.18% Add +7.3% 32,895 $2.7M
Jones Financial Companies LLLP 0.00% Add +33.8% 32,884 $2.6M
Vident Advisory, LLC 0.02% Add +36.0% 31,400 $2.5M
TriaGen Wealth Management LLC 0.66% Reduce -49.8% 31,364 $2.5M
Apollon Wealth Management, LLC 0.04% Add +94.0% 31,131 $2.5M
Tradition Wealth Management, LLC 0.18% Add +12.0% 30,774 $2.5M
NorthCoast Asset Management LLC 0.01% Add +9.8% 30,188 $2.4M
Orion Porfolio Solutions, LLC 0.02% Add +12.4% 30,141 $2.4M
Tidal Investments LLC 0.01% Add +43.5% 30,006 $2.4M
Los Angeles Capital Management LLC 0.01% New 29,968 $2.4M
LBP Am SA 0.03% Reduce -1.7% 29,587 $2.4M
Maryland State Retirement & Pension System 0.05% Add +5.2% 29,514 $2.4M
Intech Investment Management LLC 0.02% Reduce -37.3% 29,424 $2.4M
Banque Cantonale Vaudoise 0.09% Add +175.1% 29,147 $2.4M
Bleakley Financial Group, LLC 0.05% Add +2.7% 28,818 $2.3M
Securian Asset Management, Inc. 0.06% Reduce -5.0% 28,561 $2.3M
Gulf International Bank (UK) Ltd 0.08% Reduce -2.5% 28,503 $2.3M
XTX Topco Ltd 0.12% Reduce -13.1% 28,349 $2.3M
WINTON GROUP Ltd 0.09% New 28,319 $2.3M
Lido Advisors, LLC 0.01% Add +7.8% 27,900 $2.3M
Epiq Partners, LLC 1.10% Add +0.0% 27,874 $2.2M
D.A. Davidson & Co. 0.01% Reduce -1.3% 27,522 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% No change 27,285 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -10.7% 27,092 $2.2M
Huntington National Bank 0.02% Add +7.7% 27,079 $2.2M
Raleigh Capital Management Inc. 0.83% Add +4.2% 27,059 $2.2M
Investment Management Corp of Ontario 0.03% Reduce -46.2% 27,029 $2.2M
Horizon Investments, LLC 0.03% Add +16.1% 26,852 $2.2M
Pallas Capital Advisors LLC 0.08% Reduce -0.7% 26,840 $2.2M
AE Wealth Management LLC 0.01% Add +7.6% 26,175 $2.1M
New Mexico Educational Retirement Board 0.07% Reduce -3.0% 26,078 $2.1M
Dean Capital Management 0.81% No change 25,913 $2.1M
Vennlight Capital Management, LP 2.72% New 25,900 $2.1M
Mitchell & Pahl Private Wealth, LLC 0.87% Add +0.8% 25,855 $2.1M
Wedbush Securities Inc. 0.07% Add +1.1% 25,716 $2.1M
GTS Securities LLC 0.08% Add +497.7% 25,707 $2.1M
Quotient Wealth Partners, LLC 0.06% Add +0.2% 24,950 $2.0M
Nvwm, LLC 0.45% Add +113068.2% 24,897 $2.0M
Principal Securities, Inc. 0.03% Add +0.2% 24,712 $2.0M
First Dallas Securities Inc. 0.74% Reduce -2.4% 24,532 $2.0M
Ethic Inc. 0.03% Add +19.6% 24,390 $2.0M
Daiichi Life Insurance Co., Ltd. 0.05% No change 24,220 $2.0M
Harbour Investments, Inc. 0.04% Add +8.6% 24,133 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +11.3% 24,079 $1.9M
Y-Intercept (Hong Kong) Ltd 0.05% Reduce -28.0% 24,030 $1.9M
Oppenheimer & Co. Inc. 0.02% Add +4.6% 23,723 $1.9M
Wealth Alliance, LLC 0.20% Add +3.2% 23,679 $1.9M
Merit Financial Group, LLC 0.02% Add +9.2% 23,636 $1.9M
Neuberger Berman Group LLC 0.00% Add +0.3% 23,142 $1.9M
Ascent Group, LLC 0.07% Add +1.3% 23,040 $1.9M
Ieq Capital, LLC 0.01% Add +532.3% 22,927 $1.8M
Ashton Thomas Private Wealth, LLC 0.05% Add +14.5% 22,647 $1.8M
111 Capital 0.34% Add +17.6% 22,114 $1.8M
Park Avenue Securities LLC 0.01% Reduce -0.8% 21,861 $1.8M
Verdence Capital Advisors LLC 0.10% Add +1.8% 21,758 $1.8M
Benjamin Edwards Inc. 0.02% Add +2.1% 21,659 $1.7M
Central Bank & Trust Co. 0.27% Reduce -6.0% 21,469 $1.7M
Bokf, NA 0.03% Reduce -19.3% 21,437 $1.7M
Empowered Funds, LLC 0.02% Add +40.3% 21,411 $1.7M
Advisors Asset Management, Inc. 0.03% Add +8.2% 21,303 $1.7M
Allstate Corp. 0.04% New 21,266 $1.7M
Accredited Investors Inc. 0.10% Reduce -0.6% 21,146 $1.7M
HighPoint Advisor Group LLC 0.08% Add +0.1% 21,114 $1.7M
Rakuten Investment Management, Inc. 0.01% — 9,651 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +39.9% 20,715 $1.7M
White Pine Capital LLC 0.47% Reduce -0.1% 20,280 $1.6M
Cookson Peirce & Co. Inc. 0.07% Add +0.3% 20,156 $1.6M
Spirit of America Management Corp. 0.33% Add +19.2% 20,150 $1.6M
Valtinson Bruner Financial Planning LLC 0.48% Reduce -0.8% 20,094 $1.6M
Choreo, LLC 0.02% Reduce -15.4% 19,921 $1.6M
HB Wealth Management, LLC 0.01% Add +24.5% 19,998 $1.6M
Dakota Wealth Management 0.03% Reduce -9.4% 19,993 $1.6M
Cornercap Investment Counsel Inc. 0.80% Reduce -1.7% 19,895 $1.6M
OMERS ADMINISTRATION Corp 0.01% No change 19,878 $1.6M
NorthRock Partners, LLC 0.03% Add +4.8% 19,777 $1.6M
Bond & Devick Financial Network, Inc. 0.48% Add +0.0% 19,691 $1.6M
Empirical Finance, LLC 0.07% Add +1.1% 19,406 $1.6M
GAMMA Investing LLC 0.09% Add +15.3% 19,344 $1.6M
Florida Trust Wealth Management Co 0.04% Reduce -2.5% 19,104 $1.5M
Simplex Trading, LLC 0.03% New 19,059 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.05% No change 18,973 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +2.5% 18,850 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -31.5% 18,847 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -14.7% 18,820 $1.5M
Moloney Securities Asset Management, LLC 0.18% Add +2.4% 18,819 $1.5M
Procyon Advisors, LLC 0.09% Reduce -20.4% 18,686 $1.5M
Royal Fund Management, LLC 0.18% Reduce -22.6% 18,349 $1.5M
Keybank National Association 0.01% Reduce -4.1% 18,228 $1.5M
AdvisorNet Financial, Inc 0.08% Add +5.2% 18,072 $1.5M
Gallagher Fiduciary Advisors, LLC 0.05% Add +0.1% 17,938 $1.4M
Bailard, Inc. 0.03% Add +29.8% 17,924 $1.4M
Johnson Financial Group, Inc. 0.05% Reduce -12.3% 17,553 $1.4M
Andra AP-fonden 0.02% Add +30.1% 17,553 $1.4M
Callan Family Office, LLC 0.04% Reduce -8.6% 17,466 $1.4M
Icon Advisers Inc. 0.31% No change 17,400 $1.4M
Bessemer Group Inc. 0.00% Add +8.1% 17,369 $1.4M
Snowden Capital Advisors LLC 0.04% Add +13.8% 17,218 $1.4M
DeDora Capital, Inc. 0.34% Reduce -0.4% 17,324 $1.4M
Arax Advisory Partners 0.02% Add +50.1% 17,306 $1.4M
Ameriflex Group, Inc. 0.52% Add +94.1% 17,306 $1.4M
Jump Financial, LLC 0.02% Reduce -87.2% 17,228 $1.4M
Savant Capital, LLC 0.01% Add +29.6% 17,005 $1.4M
Equitable Trust Co. 0.06% No change 16,946 $1.4M
Howard Capital Management, LLC 0.02% Reduce -0.2% 16,917 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +4.6% 16,675 $1.3M
CWA Asset Management Group, LLC 0.05% Add +9.9% 16,616 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.5% 16,583 $1.3M
Vise Technologies, Inc. 0.05% Reduce -7.4% 16,474 $1.3M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +8.8% 16,284 $1.3M
Fourpath Capital Management, LLC 0.19% Add +0.2% 16,273 $1.3M
NJ State Employees Deferred Compensation Plan 0.14% No change 16,243 $1.3M
South Dakota Investment Council 0.03% Reduce -15.7% 16,141 $1.3M
Arkadios Wealth Advisors 0.03% Add +85.1% 16,115 $1.3M
Assenagon Asset Management S.A. 0.00% Reduce -98.4% 16,106 $1.3M
Quantitative Investment Management, LLC 0.18% New 16,061 $1.3M
First Western Trust Bank 0.06% Reduce -8.2% 15,993 $1.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +47.7% 15,956 $1.3M
Mufg Securities Americas Inc. 0.08% Add +24.8% 15,949 $1.3M
China Universal Asset Management Co., Ltd. 0.10% Add +19.2% 15,613 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -0.4% 15,575 $1.3M
Vermillion Wealth Management, Inc. 0.34% Add +0.4% 15,573 $1.3M
Machina Capital S.A.S. 0.22% Reduce -52.2% 15,554 $1.3M
Enhancing Capital LLC 0.91% No change 15,500 $1.3M
Wilmington Savings Fund Society, FSB 0.03% Reduce -22.0% 15,170 $1.2M
Infrastructure Capital Advisors, LLC 0.21% Add +63.2% 14,684 $1.2M
VCI Wealth Management LLC 0.36% New 14,581 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +0.6% 14,433 $1.2M
J.W. Cole Advisors, Inc. 0.02% Add +0.1% 14,238 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +67.7% 14,233 $1.1M
STRS Ohio 0.00% Add +2.6% 14,152 $1.1M
Tradewinds Capital Management, LLC 0.25% No change 13,987 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.1% 13,941 $1.1M
Western Wealth Management, LLC 0.06% Reduce -0.1% 13,830 $1.1M
Aspen Wealth Strategies, LLC 0.62% Add +2.3% 13,805 $1.1M
Modern Wealth Management, LLC 0.02% Add +57.5% 13,752 $1.1M
Savvy Advisors, Inc. 0.05% Add +5.5% 13,697 $1.1M
Mission Wealth Management, LP 0.02% Reduce -4.0% 13,577 $1.1M
OmniStar Financial Group, Inc. 0.65% Reduce -35.9% 13,371 $1.1M
WealthTrust Axiom LLC 0.29% Reduce -8.6% 13,251 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +137.7% 13,222 $1.1M
Koshinski Asset Management, Inc. 0.08% Add +11.7% 13,129 $1.1M
Tectonic Advisors LLC 0.06% Reduce -4.0% 12,982 $1.0M
HighMark Wealth Management LLC 0.46% Add +0.6% 12,937 $1.0M
Argent Trust Co 0.04% Add +6.7% 12,896 $1.0M
Midwest Professional Planners, LTD. 0.25% Add +0.3% 12,867 $1.0M
Exchange Traded Concepts, LLC 0.01% Add +318.4% 12,858 $1.0M
Thompson Investment Management, Inc. 0.14% Add +69.6% 12,704 $1.0M
Tiaa Trust, National Association 0.00% Add +1.0% 12,683 $1.0M
OneDigital Investment Advisors LLC 0.01% Reduce -0.1% 12,560 $1.0M
CIBC Private Wealth Group LLC 0.00% Add +22.0% 12,513 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +117.8% 12,503 $1.0M
Farther Finance Advisors, LLC 0.02% Add +38.2% 12,497 $1.0M
Concurrent Investment Advisors, LLC 0.02% Reduce -1.8% 12,314 $993K
CI Investments Inc. 0.00% Reduce -24.1% 12,289 $991K
GC Wealth Management RIA, LLC 0.03% Add +243.7% 12,241 $987K
Wolverine Trading, LLC 0.02% New 12,246 $980K
Shell Asset Management Co. 0.10% Reduce -62.4% 12,028 $970K
Alps Advisors Inc. 0.01% Add +88.3% 11,998 $968K
Greenleaf Trust 0.01% Reduce -1.0% 11,942 $963K
17 Capital Partners, LLC 0.52% No change 11,923 $962K
Croban 0.64% New 11,834 $954K
Great Valley Advisor Group, Inc. 0.02% Reduce -7.9% 11,789 $950K
Advisory Services Network, LLC 0.01% Reduce -2.8% 11,776 $950K
Caprock Group, LLC 0.02% — 13,107 $949K
Stratos Investment Management, LLC 0.04% Add +3.3% 11,745 $947K
Sigma Planning Corp 0.03% Reduce -8.6% 11,613 $937K
Chronos Wealth Management, LLC 0.45% No change 11,491 $927K
Kenora Financial, LLC 0.31% Add +0.7% 11,405 $920K
Brevan Howard Capital Management LP 0.01% Add +14.1% 11,392 $919K
EverSource Wealth Advisors, LLC 0.04% Reduce -0.7% 11,390 $919K
Summit Global Investments 0.05% Reduce -3.7% 11,386 $918K
Emerald Advisors, LLC 0.12% No change 11,366 $917K
Intrust Bank NA 0.08% Add +1.3% 11,360 $916K
Legacy Financial Advisors, Inc. 0.13% Add +79.1% 11,337 $914K
MUFG Securities EMEA plc 0.02% Add +569.0% 11,320 $913K
Independent Advisor Alliance 0.02% Add +4.0% 11,292 $911K
Hodges Capital Management Inc. 0.08% Add +7.1% 11,137 $898K
Union Bancaire Privee, UBP SA 0.01% Add +31.9% 12,978 $898K
RIA Advisory Group LLC 0.23% Add +132.0% 11,062 $892K
Citizens Financial Group Inc. 0.01% Add +56.1% 11,059 $892K
Dearborn Partners LLC 0.04% Reduce -0.1% 11,014 $888K
Trust Point Inc. 0.07% Add +7.5% 11,008 $888K
Norden Group LLC 0.09% Add +19.3% 10,976 $885K
KLCM Advisors, Inc. 0.09% Reduce -17.1% 10,950 $883K
Finer Wealth Management, Inc. 0.44% No change 10,942 $882K
Heritage Wealth Management, Inc. 0.26% Add +0.4% 10,899 $879K
Capital Advisory Group Advisory Services, LLC 0.27% Add +2.7% 10,898 $879K
Aaron Wealth Advisors LLC 0.05% Add +73.6% 10,840 $874K
Advisors Management Group Inc. 0.15% Reduce -3.0% 10,759 $868K
Brown Advisory Inc. 0.00% Add +5.0% 10,700 $863K
Bard Financial Services, Inc. 0.09% No change 10,625 $857K
NewEdge Wealth, LLC 0.01% Add +194.2% 10,541 $856K
Stonegate Investment Group, LLC 0.02% Add +0.2% 10,546 $851K
Great Waters Wealth Management 0.10% Reduce -22.3% 10,509 $848K
Prosperity Consulting Group, LLC 0.04% Add +2.2% 10,473 $845K
Cypress Capital Group 0.10% Add +4.0% 10,460 $844K
Mosaic Family Wealth Partners, LLC 0.10% No change 10,479 $839K
Canada Post Corp Registered Pension Plan 0.04% Add +49.3% 10,382 $831K
Nicolet Advisory Services, LLC 0.06% Add +4.4% 10,067 $824K
Aviva PLC 0.00% Add +6.1% 10,100 $815K
IHT Wealth Management, LLC 0.02% Reduce -0.1% 10,088 $814K
Altshuler Shaham Ltd 0.01% Add +37.2% 10,001 $807K
SFE Investment Counsel 0.13% Reduce -8.7% 9,920 $800K
Cornerstone Advisors, LLC 0.03% No change 9,900 $798K
Mather Group, Llc. 0.01% Add +24.6% 9,892 $798K
Moors & Cabot, Inc. 0.03% Reduce -1.0% 9,839 $794K
Smartleaf Asset Management LLC 0.05% Add +57.8% 9,855 $789K
Venturi Wealth Management, LLC 0.04% Add +5.0% 9,742 $786K
Code Waechter LLC 0.50% Add +2.7% 9,559 $773K
AlphaQuest LLC 0.05% Add +8.1% 9,513 $767K
LVW Advisors, LLC 0.08% Add +8.0% 9,406 $759K
Kingsview Wealth Management, LLC 0.01% Add +21.0% 9,339 $753K
Coldstream Capital Management Inc. 0.01% Reduce -43.4% 9,313 $751K
Waverly Advisors, LLC 0.01% Add +4.3% 9,268 $747K
Chicago Partners Investment Group LLC 0.02% Add +5.0% 9,363 $747K
Scientech Research LLC 0.26% New 9,221 $744K
Glenview Trust Co 0.01% Add +7.2% 9,164 $739K
Wedmont Private Capital 0.03% Add +6.4% 9,029 $739K
SYM FINANCIAL Corp 0.08% Add +0.1% 9,143 $737K
FineMark National Bank & Trust 0.02% Add +0.2% 9,135 $737K
Lifelong Wealth Advisors, Inc. 0.22% Add +0.0% 9,120 $736K
ICICI Prudential Asset Management Co Ltd 0.08% Add +25.6% 9,082 $732K
Praxis Investment Management Inc. 0.04% No change 9,014 $727K
Blue Trust, Inc. 0.01% Add +0.3% 8,939 $721K
American State Bank (Iowa) 0.36% No change 8,809 $710K
Mgo One Seven LLC 0.02% Add +119.1% 8,785 $709K
Kestra Private Wealth Services, LLC 0.01% Reduce -16.8% 8,776 $708K
Hilltop Holdings Inc. 0.04% Add +52.3% 8,721 $703K
Wexford Capital LP 0.21% Reduce -68.0% 8,714 $703K
Meeder Advisory Services, Inc. 0.03% Add +10.3% 8,662 $699K
World Investment Advisors 0.01% Add +27.1% 8,630 $696K
Summit Financial, LLC 0.01% Add +10.0% 8,590 $693K
Townsend & Associates, Inc 0.07% No change 8,486 $689K
STF Management LP 0.25% Reduce -2.4% 8,507 $686K
Leonteq Securities AG 0.04% Add +85.1% 8,461 $682K
Level Four Advisory Services, LLC 0.02% Add +0.4% 8,384 $676K
CSS LLC 0.12% Reduce -43.5% 8,383 $676K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.8% 8,379 $676K
Old Port Advisors 0.17% Reduce -1.9% 8,347 $673K
Prospera Financial Services Inc 0.01% Add +18.4% 8,338 $673K
Voleon Capital Management LP 0.02% Add +87.5% 8,319 $671K
Legacy Wealth Asset Management, LLC 0.16% Add +0.7% 8,257 $666K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.4% 8,107 $654K
Cohen Klingenstein LLC 0.02% No change 8,100 $653K
CENTRAL TRUST Co 0.01% Reduce -2.8% 8,085 $652K
Amarillo National Bank 0.11% Reduce -0.3% 8,072 $651K
Ballentine Partners, LLC 0.01% Add +2.3% 8,041 $649K
VestGen Advisors, LLC 0.02% Add +13.9% 8,037 $648K
Global Retirement Partners, LLC 0.01% Add +21.8% 8,016 $647K
Bradley Foster & Sargent Inc. 0.01% No change 8,001 $645K
Cascade Investment Group, Inc. 0.42% No change 7,880 $636K
Laraway Financial Advisors Inc 0.43% Add +0.1% 7,855 $633K
CreativeOne Wealth, LLC 0.02% Reduce -0.6% 7,805 $630K
Alteri Wealth LLC 0.22% Add +8.5% 7,764 $626K
Trivium Point Advisory, LLC 0.06% Add +12.4% 7,740 $624K
Stonebridge Capital Advisors LLC 0.04% Reduce -0.1% 7,686 $620K
Drucker Wealth 3.0, LLC 0.11% Add +96.6% 7,680 $619K
Sfmg, LLC 0.04% No change 7,675 $619K
IFG Advisory, LLC 0.03% New 7,639 $616K
Oarsman Capital, Inc. 0.09% Reduce -7.6% 7,600 $613K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +6.2% 7,580 $611K
RFG Advisory, LLC 0.01% Reduce -0.3% 7,551 $609K
Fiduciary Alliance LLC 0.04% Add +0.1% 7,524 $607K
Cahill Financial Advisors Inc. 0.07% No change 7,523 $607K
Fidelis Capital Partners, LLC 0.05% Add +120.1% 7,504 $605K
Signaturefd, LLC 0.01% Add +5.2% 7,489 $604K
Perigon Wealth Management, LLC 0.01% Add +11.6% 7,463 $602K
Parsons Capital Management Inc. 0.03% No change 7,447 $601K
Neo Ivy Capital Management 0.15% New 7,440 $600K
KCM Investment Advisors LLC 0.02% No change 7,409 $598K
Quadrant Capital Group LLC 0.02% Add +1.7% 7,358 $593K
Danske Bank A/S 0.00% Add +5.8% 7,299 $589K
Stephens Inc. 0.01% Add +0.6% 7,254 $585K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2.8% 7,252 $585K
Endeavor Private Wealth, Inc. 0.18% Add +68.8% 7,229 $583K
Jackson Square Capital, LLC 0.13% New 7,225 $583K
NorthCrest Asset Manangement, LLC 0.01% Add +3.1% 7,107 $582K
Clearstead Advisors, LLC 0.01% Reduce -0.2% 7,207 $581K
Gateway Investment Advisers LLC 0.01% Add +7.3% 7,205 $581K
SageView Advisory Group, LLC 0.02% Reduce -1.2% 7,155 $577K
Marks Group Wealth Management, Inc 0.05% Reduce -1.5% 7,142 $576K
Romano Brothers and Company 0.07% No change 7,124 $575K
Corundum Group, Inc. 0.23% Add +2.3% 7,083 $571K
Focus Partners Advisor Solutions, LLC 0.01% New 7,072 $569K
D. E. Shaw & Co. 0.00% Reduce -23.8% 7,015 $566K
Nicollet Investment Management, Inc. 0.18% Reduce -0.9% 7,011 $565K
CX Institutional 0.02% Add +3.1% 6,969 $562K
Parallel Advisors, LLC 0.01% Add +5.5% 6,945 $560K
Bank of Hawaii 0.03% No change 6,906 $557K
Checchi Capital Advisers, LLC 0.04% Add +3.6% 6,683 $539K
Bluespring Wealth Management, LLC 0.05% Add +0.1% 6,578 $534K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +2.9% 6,621 $534K
Freedom Financial Partners LLC 0.20% Reduce -12.3% 6,575 $530K
University of Texas/Texas Am Investment Management Co. 0.08% New 6,569 $530K
Lantz Financial LLC 0.12% Add +12.6% 6,510 $525K
IFP Advisors, Inc 0.01% Add +22.3% 6,493 $524K
Essex Financial Services, Inc. 0.03% Add +3.3% 6,466 $521K
Coastline Trust Co 0.06% No change 6,450 $520K
Synovus Financial Corp. 0.01% Reduce -6.9% 6,442 $520K
Brookstone Capital Management 0.01% Add +0.3% 6,407 $517K
Ashton Thomas Securities, LLC 0.07% Reduce -4.5% 6,404 $516K
Integris Wealth Management, LLC 0.12% No change 6,340 $511K
Aprio Wealth Management, LLC 0.05% Add +32.7% 6,298 $508K
Legacy Capital Group California, Inc. 0.13% Reduce -1.1% 6,291 $507K
Significant Wealth Partners LLC 0.25% Add +16.0% 6,288 $507K
Safeguard Investment Advisory Group, LLC 0.13% No change 6,265 $505K
First Foundation Advisors 0.02% Reduce -6.1% 6,250 $504K
Segment Wealth Management, LLC 0.03% Add +2.2% 6,201 $500K
Aigen Investment Management, LP 0.08% Reduce -13.0% 6,151 $496K
International Assets Investment Management, LLC 0.04% No change 7,209 $495K
Csenge Advisory Group 0.02% Reduce -27.8% 6,125 $494K
Atlantic Union Bankshares Corp 0.01% Add +7.0% 6,110 $493K
Vontobel Holding Ltd. 0.00% New 6,093 $491K
Hills Bank & Trust Co 0.03% Add +4.4% 6,051 $488K
Goelzer Investment Management, Inc. 0.03% No change 6,050 $488K
Affiance Financial, LLC 0.09% Reduce -1.3% 5,989 $483K
Park Place Capital Corp 0.10% Reduce -0.3% 5,988 $483K
Personal Cfo Solutions, LLC 0.08% Add +0.8% 5,965 $481K
Pinnacle Financial Partners Inc 0.01% Add +9.2% 5,856 $472K
Fifth Third Wealth Advisors LLC 0.02% Add +39.1% 5,815 $469K
Sumitomo Life Insurance Co. 0.01% Reduce -4.3% 5,812 $469K
SkyView Investment Advisors, LLC 0.06% No change 5,741 $463K
Earned Wealth Advisors, LLC 0.08% Add +5.0% 5,738 $463K
Klein Pavlis & Peasley Financial, Inc. 0.28% New 5,729 $462K
Cigna Investments Inc. 0.06% No change 5,666 $457K
First National Bank & Trust Co. of Newtown 0.09% Reduce -29.5% 5,604 $452K
SC&H Financial Advisors, Inc. 0.07% No change 5,592 $451K
Access Financial Services, Inc. 0.16% Reduce -2.3% 5,590 $451K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -80.0% 5,573 $449K
Waycross Partners, LLC 0.04% No change 5,550 $448K
HBK Sorce Advisory LLC 0.01% Reduce -5.5% 5,463 $447K
Vestmark Advisory Solutions, Inc. 0.01% New 5,526 $446K
Everpar Advisors LLC 0.17% Reduce -0.6% 5,474 $441K
Kestra Investment Management, LLC 0.01% Add +0.3% 5,420 $437K
James Hambro & Partners LLP 0.02% No change 5,400 $436K
Spire Wealth Management 0.01% Reduce -3.4% 5,397 $435K
Carret Asset Management, LLC 0.04% No change 5,394 $435K
Bar Harbor Wealth Management 0.03% No change 5,389 $435K
Moody National Bank Trust Division 0.04% No change 5,388 $435K
Keel Point, LLC 0.03% Add +1.0% 5,348 $431K
Lakeridge Wealth Management LLC 0.19% Reduce -0.1% 5,337 $430K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -2.8% 5,331 $430K
Welch Group, LLC 0.02% Add +5.8% 5,279 $426K
Venture Visionary Partners LLC 0.01% Reduce -10.3% 5,273 $425K
Partners Capital Investment Group, LLP 0.02% New 5,211 $420K
Heritage Trust Co 0.04% No change 5,191 $419K
EntryPoint Capital, LLC 0.16% New 5,178 $418K
HUB Investment Partners, LLC 0.02% Reduce -3.1% 5,177 $418K
Stock Yards Bank & Trust Co. 0.01% No change 5,171 $417K
Intrua Financial, LLC 0.05% Reduce -6.0% 5,159 $416K
Obermeyer Wealth Partners 0.02% Add +1.5% 5,157 $416K
Nautilus Advisors LLC 0.28% No change 5,146 $415K
Capital Investment Advisors, LLC 0.01% Reduce -1.3% 5,139 $414K
Syon Capital LLC 0.02% Add +22.3% 5,137 $414K
Alpha Cubed Investments, LLC 0.01% Add +0.1% 5,097 $411K
Sheets Smith Wealth Management 0.05% Reduce -14.1% 5,053 $408K
Curi Capital, LLC 0.01% Add +4.6% 4,989 $405K
Waterloo Capital, L.P. 0.03% Add +7.9% 4,972 $401K
Warwick Investment Management, Inc. 0.07% Add +2.9% 4,970 $401K
Financial Engines Advisors L.L.C. 0.00% New 4,960 $400K
Cullen/Frost Bankers, Inc. 0.00% Reduce -13.0% 4,947 $399K
Alerus Financial NA 0.02% Add +25.6% 4,901 $395K
Castle Rock Wealth Management, LLC 0.09% Add +0.2% 4,940 $395K
Private Trust Co. NA 0.03% Reduce -2.1% 4,862 $392K
Bell Bank 0.02% Reduce -62.3% 4,845 $391K
Vantage Financial Partners, LLC 0.08% Reduce -6.7% 4,839 $390K
TCI Wealth Advisors, Inc. 0.02% Add +16.6% 4,821 $389K
Farmers & Merchants Investments Inc. 0.01% Reduce -1.4% 4,810 $388K
SCP Investment, LP 0.31% Reduce -62.5% 4,800 $387K
Brighton Jones LLC 0.01% Reduce -2.6% 4,786 $386K
iSAM Funds (UK) Ltd 0.08% New 4,756 $384K
Concord Wealth Partners 0.05% No change 4,745 $383K
Financial Advisors Network, Inc. 0.05% Add +3.6% 4,716 $380K
MorganRosel Wealth Management, LLC 0.10% No change 4,700 $379K
Buska Wealth Management, LLC 0.11% Add +0.8% 4,676 $377K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -5.8% 4,666 $376K
Eastern Bank 0.01% Reduce -28.9% 4,640 $374K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.0% 4,625 $373K
West Family Investments, Inc. 0.08% Add +0.7% 4,552 $367K
First Commonwealth Financial Corp 0.06% Reduce -0.5% 4,551 $367K
Claro Advisors Inc. 0.05% Add +0.0% 4,531 $365K
Poinciana Advisors Group, LLC 0.31% No change 4,524 $365K
Principle Wealth Partners LLC 0.02% No change 4,487 $362K
First County Bank 0.18% Reduce -17.6% 4,469 $360K
Evergreen Capital Management LLC 0.01% Add +4.6% 4,403 $358K
Horizon Investment Services, LLC 0.13% Add +2.5% 4,432 $357K
Advisory Alpha, LLC 0.01% Reduce -1.4% 4,483 $357K
Trueblood Wealth Management, LLC 0.14% Reduce -1.7% 4,390 $354K
Eisler Capital Management Ltd. 0.01% New 4,517 $353K
Frank, Rimerman Advisors LLC 0.02% New 4,368 $352K
Aventura Private Wealth, LLC 0.13% Reduce -10.6% 4,363 $352K
Gotham Asset Management 0.00% Reduce -24.9% 4,325 $349K
First Business Financial Services, Inc. 0.03% Add +3.6% 4,312 $348K
Astoria Portfolio Advisors LLC. 0.09% New 4,231 $346K
LMR Partners LLP 0.01% Add +32.8% 4,293 $346K
CFS Investment Advisory Services, LLC 0.03% Add +20.2% 4,304 $346K
ABN AMRO Bank N.V. 0.00% New 4,298 $345K
Atlantic Family Wealth, LLC 0.27% No change 4,257 $343K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -3.0% 4,210 $340K
Sowell Financial Services LLC 0.01% Add +2.2% 4,177 $337K
Panagora Asset Management Inc. 0.00% Reduce -76.0% 4,177 $337K
Lifeworks Advisors, LLC 0.04% New 4,160 $336K
Wesbanco Bank Inc. 0.01% Add +0.0% 4,144 $334K
Johnson Investment Counsel Inc. 0.00% No change 4,139 $334K
First Horizon Corp. 0.02% — 4,129 $333K
Montag A & Associates Inc. 0.02% No change 4,099 $333K
Patrick M Sweeney & Associates, Inc. 0.21% No change 4,120 $332K
PFG Advisors 0.01% Add +14.3% 4,107 $331K
Compound Planning, Inc. 0.01% Add +18.1% 4,078 $329K
Triumph Capital Management 0.09% Add +1.8% 4,072 $328K
Ballast Advisors LLC 0.09% Add +0.2% 4,059 $327K
RDA Financial Network 0.08% Reduce -4.5% 4,058 $327K
Simplicity Wealth,LLC 0.02% New 4,046 $326K
Thomasville National Bank 0.02% New 4,024 $325K
Cidel Asset Management Inc. 0.02% No change 3,991 $322K
Fisher Asset Management 0.00% New 3,983 $321K
Tyche Wealth Partners LLC 0.06% Reduce -25.4% 3,982 $321K
Ingalls & Snyder LLC 0.01% Reduce -24.9% 3,981 $321K
Paragon Capital Management LLC 0.15% No change 3,931 $317K
UMB Bank, n.a. 0.00% Add +10.0% 3,912 $316K
Boyum Wealth Architects LLC 0.19% Add +0.1% 3,908 $315K
Krilogy Financial LLC 0.01% New 3,881 $315K
RNC Capital Management LLC 0.01% Add +0.2% 3,906 $315K
Conning Inc. 0.01% Reduce -9.7% 3,903 $315K
Integrated Advisors Network LLC 0.01% Add +20.6% 3,898 $314K
Peak Asset Management, LLC 0.05% No change 3,896 $314K
Accel Wealth Management 0.09% Add +9.1% 3,896 $314K
Financial Gravity Asset Management, Inc. 0.06% — 3,894 $314K
Victory Financial Group, LLC 0.04% Add +15.5% 3,887 $314K
SouthState Bank Corp 0.01% Reduce -14.0% 3,856 $311K
Moneta Group Investment Advisors LLC 0.00% Add +4.1% 3,849 $310K
JNBA Financial Advisors 0.03% No change 3,845 $310K
DORVAL Corp 0.10% No change 3,842 $310K
Planning Center, Inc. 0.03% No change 3,805 $307K
Financially Speaking Inc 0.20% Add +0.1% 3,804 $307K
M.E. Allison & Co., Inc. 0.21% No change 3,800 $306K
Alley Investment Management Company, LLC 0.04% Reduce -19.3% 3,787 $305K
Austin Private Wealth, LLC 0.02% Reduce -0.4% 3,765 $304K
JPL Wealth Management, LLC 0.07% Add +13.0% 3,765 $304K
Oak Thistle LLC 0.05% New 3,743 $302K
Williams Jones Wealth Management, LLC. 0.00% No change 3,738 $301K
Daymark Wealth Partners, LLC 0.01% New 3,685 $297K
Ausdal Financial Partners, Inc. 0.01% New 3,669 $296K
Gries Financial LLC 0.05% Add +4.5% 3,657 $295K
Brass Tax Wealth Management, Inc. 0.05% Add +0.7% 3,652 $295K
Scissortail Wealth Management, LLC 0.06% Reduce -0.2% 3,649 $294K
Sunpointe, LLC 0.11% Add +1.1% 3,620 $294K
FIL Ltd 0.00% No change 3,634 $293K
USA Financial Formulas 0.05% New 3,625 $292K
Lazari Capital Management, Inc. 0.10% Add +0.2% 3,614 $291K
Fortress Financial Group, LLC 0.22% Add +0.8% 3,603 $291K
LCM Capital Management Inc 0.14% No change 3,572 $288K
True Link Financial Advisors, LLC 0.02% Reduce -3.3% 3,556 $287K
Prelude Capital Management, LLC 0.02% Reduce -15.2% 3,552 $286K
Rosenberg Matthew Hamilton 0.06% Reduce -22.1% 3,551 $286K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% No change 3,542 $286K
Kure Advisory, LLC 0.18% Reduce -5.1% 3,522 $284K
HM Payson & Co. 0.00% Add +4.3% 3,515 $283K
Kozak & Associates, Inc. 0.06% Reduce -11.4% 3,473 $282K
Hoese & Co LLP 0.22% No change 3,500 $282K
Two Sigma Securities, LLC 0.04% Reduce -38.6% 3,490 $281K
BlueStem Wealth Partners, LLC 0.03% Add +1.3% 3,455 $279K
FSB Premier Wealth Management, Inc. 0.09% Reduce -9.1% 3,454 $279K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 3,432 $278K
Great Diamond Partners, LLC 0.05% No change 3,442 $278K
Premier Path Wealth Partners, LLC 0.04% Add +11.9% 3,428 $276K
First National Bank Sioux Falls 0.09% No change 3,404 $275K
Peoples Financial Services Corp. 0.12% No change 3,400 $274K
Wealthspire Advisors, LLC 0.00% Reduce -15.6% 3,394 $274K
FDx Advisors, Inc. 0.08% Add +2.5% 3,351 $272K
CoreFirst Bank & Trust 0.15% No change 3,370 $272K
Chesley Taft & Associates LLC 0.01% Reduce -1.8% 3,370 $272K
Mystic Asset Management, Inc. 0.06% No change 3,352 $270K
Howe & Rusling Inc. 0.02% Add +0.4% 3,349 $270K
Boston Trust Walden Corp 0.00% No change 3,347 $270K
Genesis Private Wealth, LLC 0.11% Reduce -1.1% 3,325 $268K
Knollwood Investment Advisory, LLC 0.02% No change 3,323 $268K
Quarry LP 0.07% Add +197.5% 3,314 $267K
Avior Wealth Management, LLC 0.01% Reduce -4.2% 3,310 $267K
Smithfield Trust Co 0.01% No change 3,301 $266K
Hancock Whitney Corp. 0.00% Reduce -1.2% 3,292 $265K
Boulder Wealth Advisors, LLC 0.12% — 3,270 $264K
Patriot Investment Management Group, Inc. 0.02% No change 3,267 $263K
ARS Wealth Advisors Group, LLC 0.03% Add +0.1% 3,266 $263K
Sunbelt Securities, Inc. 0.02% Add +40.5% 3,246 $262K
Occidental Asset Management, LLC 0.03% Add +0.2% 3,242 $261K
Exencial Wealth Advisors, LLC 0.01% New 3,242 $261K
Portside Wealth Group, LLC 0.04% Add +3.9% 3,238 $261K
Phillips Wealth Planners LLC 0.22% Reduce -3.5% 3,219 $261K
Centric Wealth Management 0.06% Add +1.1% 3,183 $258K
Concord Asset Management, LLC 0.05% Reduce -32.5% 3,201 $258K
Patton Fund Management, Inc. 0.05% No change 3,192 $257K
Advocate Group LLC 0.04% New 3,189 $257K
GeoWealth Management, LLC 0.01% Add +4.8% 3,185 $257K
Leverty Financial Group, LLC 0.07% No change 3,166 $255K
Aviance Capital Partners, LLC 0.03% No change 3,163 $255K
IFS Group,LLC 0.22% — 3,171 $255K
USAdvisors Wealth Management, LLC 0.09% Add +0.6% 3,153 $254K
Integrity Alliance, Llc. 0.01% New 3,133 $253K
Avidian Wealth Enterprises, LLC 0.01% Add +2.9% 3,127 $252K
Drive Wealth Management, LLC 0.05% New 3,089 $251K
Cyndeo Wealth Partners, LLC 0.01% Add +0.4% 3,104 $250K
Old National Bancorp 0.00% Reduce -27.9% 3,104 $250K
Crestwood Advisors Group, LLC 0.00% New 3,095 $250K
Alta Advisers Ltd 0.08% No change 3,083 $249K
Equitable Holdings, Inc. 0.00% Add +0.1% 3,080 $248K
Independent Financial Group, LLC 0.01% Add +2.2% 3,079 $248K
Kennedy Capital Management LLC 0.01% No change 3,074 $248K
Insigneo Advisory Services, LLC 0.02% New 3,057 $247K
Wrapmanager Inc. 0.08% Reduce -21.4% 3,050 $246K
Fiduciary Trust Co 0.00% New 3,013 $243K
Avantax Planning Partners, Inc. 0.01% No change 3,011 $243K
Petros Family Wealth, LLC 0.20% Reduce -1.0% 3,004 $242K
Mutual Advisors, LLC 0.01% Reduce -3.7% 3,000 $241K
North Star Asset Management Inc. 0.01% New 2,987 $241K
NTV Asset Management LLC 0.03% New 2,968 $239K
Certuity, LLC 0.02% New 2,954 $238K
Accurate Wealth Management, LLC 0.03% New 2,945 $238K
Sherbrooke Park Advisers LLC 0.11% New 2,938 $237K
Cranbrook Wealth Management, LLC 0.05% No change 2,905 $234K
GHP Investment Advisors, Inc. 0.01% Add +0.5% 2,904 $234K
Ellenbecker Investment Group 0.03% New 2,897 $234K
Trust Co 0.02% No change 2,882 $232K
Broadwater Capital Management LLC 0.17% Reduce -98.5% 2,880 $232K
MJT & Associates Financial Advisory Group, Inc. 0.19% No change 2,879 $232K
Compass Financial Group, INC 0.03% Reduce -6.6% 2,877 $232K
Longboard Asset Management, LP 0.37% New 2,872 $232K
Ramsay, Stattman, Vela & Price, Inc. 0.04% Reduce -29.5% 2,870 $231K
Pinnacle Associates Ltd. 0.00% New 2,864 $231K
Ullmann Wealth Partners Group, LLC 0.03% Reduce -11.5% 2,843 $229K
One Wealth Capital Management, LLC 0.10% New 2,838 $229K
Fullcircle Wealth LLC 0.08% No change 2,794 $228K
Diversify Advisory Services, LLC 0.01% Reduce -1.3% 2,792 $227K
Mindset Wealth Management, LLC 0.06% New 2,806 $226K
Confluence Wealth Services, Inc. 0.01% New 2,805 $226K
Baker Boyer National Bank 0.07% New 2,800 $226K
Clifford Swan Investment Counsel LLC 0.01% New 2,796 $225K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Reduce -4.1% 2,780 $224K
Inspire Advisors, LLC 0.02% New 2,777 $224K
MAI Capital Management 0.00% Reduce -3.7% 2,766 $223K
Gilman Hill Asset Management, LLC 0.03% New 2,750 $222K
Wealth Group Ltd 0.05% New 2,747 $222K
Colonial Trust Co / SC 0.03% Add +5.8% 2,746 $221K
Quantum Financial Advisors, LLC 0.03% New 2,727 $220K
Pitcairn Co. 0.02% New 2,715 $219K
Walker Asset Management, LLC 0.12% New 2,712 $219K
L2 Asset Management, LLC 0.03% New 2,708 $218K
Jacobi Capital Management LLC 0.01% New 2,701 $218K
High Note Wealth, LLC 0.04% Add +0.1% 2,696 $217K
Perennial Investment Advisors, LLC 0.02% New 2,686 $217K
Old Second National Bank of Aurora 0.04% No change 2,648 $214K
Opes Wealth Management LLC 0.04% New 2,648 $214K
Atlanta Consulting Group Advisors, LLC 0.05% New 2,614 $212K
Capital Investment Advisory Services, LLC 0.02% New 2,632 $212K
Townsquare Capital LLC 0.03% Reduce -46.2% 2,616 $211K
Ascentis Independent Advisors 0.04% New 2,614 $211K
Cary Street Partners Financial LLC 0.01% Reduce -0.3% 2,612 $211K
Capital Advisors Inc. 0.00% New 2,607 $210K
City State Bank 0.06% No change 2,593 $209K
Bridges Investment Management Inc. 0.00% New 2,577 $208K
Lloyd Advisory Services, LLC. 0.10% New 2,572 $207K
Sonora Investment Management Group, LLC 0.01% New 2,570 $207K
Journey Strategic Wealth LLC 0.01% New 2,553 $206K
Guardian Wealth Advisors, LLC / NC 0.01% New 2,545 $206K
Longview Financial Advisors, Inc. 0.15% New 2,550 $206K
Alpine Bank Wealth Management 0.03% Reduce -20.5% 2,535 $204K
Advisors Capital Management, LLC 0.00% New 2,534 $204K
360 Financial, Inc. 0.07% New 2,532 $204K
Ancora Advisors LLC 0.00% No change 2,530 $204K
Hilltop National Bank 0.05% No change 2,529 $204K
Nations Financial Group Inc, /Ia/ 0.01% New 2,528 $204K
Redwood Investment Management, LLC 0.02% New 2,518 $203K
Impact Capital Partners LLC 0.06% New 2,509 $202K
Quantum Portfolio Management LLC 0.06% New 2,506 $202K
Arvest Bank Trust Division 0.01% New 2,502 $202K
Founders Capital Management 0.11% No change 2,500 $202K
Jeppson Wealth Management, LLC 0.06% New 2,500 $202K
Sharkey, Howes & Javer 0.03% New 2,496 $201K
Flow Traders U.S. LLC 0.01% New 2,493 $201K
Hartline Investment Corp./ 0.02% New 2,490 $201K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 2,376 $192K
Ossiam 0.00% Add +580.8% 2,335 $188K
Whipplewood Advisors, LLC 0.12% Reduce -0.8% 2,326 $188K
Manchester Capital Management LLC 0.03% Reduce -48.6% 2,304 $186K
N.E.W. Advisory Services LLC 0.02% Reduce -17.9% 2,298 $185K
Motco 0.02% No change 2,266 $183K
LRI Investments, LLC 0.01% Add +9.2% 2,259 $182K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -0.4% 2,241 $181K
Versant Capital Management, Inc 0.02% Add +10.0% 2,209 $178K
Sound Income Strategies, LLC 0.01% Add +0.2% 2,132 $173K
Creative Capital Management Investments LLC 0.06% Add +2.4% 2,139 $173K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.1% 2,132 $172K
St Germain D J Co. Inc. 0.01% Reduce -29.6% 2,108 $170K
Family Capital Trust Co 0.06% New 2,103 $170K
Vestor Capital, LLC 0.01% Add +326.3% 2,076 $167K
Chilton Capital Management LLC 0.01% No change 2,000 $161K
Riverview Trust Co 0.19% No change 1,988 $160K
Cromwell Holdings LLC 0.08% No change 1,918 $156K
Steph & Co. 0.05% Add +11.7% 1,913 $154K
Lummis Asset Management, LP 0.10% No change 1,899 $153K
Costello Asset Management, INC 0.05% Add +2.5% 1,887 $152K
Ostrum Asset Management 0.01% Add +78.3% 1,858 $150K
Cherry Tree Wealth Management, LLC 0.03% Reduce -28.3% 1,830 $148K
CoreCap Advisors, LLC 0.01% Add +129.7% 1,824 $147K
Golden State Wealth Management, LLC 0.02% No change 1,823 $147K
Avalon Trust Co 0.01% Add +0.4% 1,808 $146K
Colonial Trust Advisors 0.01% No change 1,795 $145K
Millstone Evans Group, LLC 0.09% No change 1,779 $143K
Marquette Asset Management, LLC 0.02% Add +2.6% 1,710 $138K
GPS Wealth Strategies Group, LLC 0.01% Reduce -8.3% 1,704 $137K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,700 $137K
AlphaCore Capital LLC 0.00% Add +4.6% 1,671 $136K
Whittier Trust Co. 0.00% Reduce -27.8% 1,666 $134K
Cary Street Partners Investment Advisory LLC 0.06% Add +94.3% 1,652 $133K
Bank of New Hampshire 0.03% No change 1,629 $131K
Hantz Financial Services, Inc. 0.00% Add +1.6% 1,628 $131K
Ameritas Advisory Services, LLC 0.01% Reduce -11.3% 1,609 $130K
Westfuller Advisors, LLC 0.06% New 1,593 $129K
Catalyst Capital Advisors LLC 0.00% Reduce -26.7% 1,590 $128K
Hanson & Doremus Investment Management 0.02% Add +9.1% 1,592 $128K
MTM Investment Management, LLC 0.04% No change 1,584 $128K
Parkside Financial Bank & Trust 0.01% Add +0.1% 1,578 $127K
Sentry Investment Management LLC 0.08% Reduce -12.7% 1,509 $124K
First Community Trust NA 0.09% No change 1,500 $121K
Brown Brothers Harriman & Co. 0.00% Add +45.3% 1,497 $121K
CYBER HORNET ETFs LLC 0.08% Add +3.6% 1,479 $119K
Pinnacle Bancorp, Inc. 0.03% No change 1,367 $110K
Optiver Holding B.V. 0.00% New 1,362 $110K
North Ridge Wealth Advisors, Inc. 0.06% No change 1,356 $109K
Root Financial Partners, LLC 0.01% New 1,335 $108K
Capital Advisors, Ltd. LLC 0.01% No change 1,301 $105K
Country Trust Bank 0.00% Add +1.4% 1,283 $103K
IAG Wealth Partners, LLC 0.01% No change 1,276 $103K
Flagship Wealth Advisors, LLC 0.03% No change 1,267 $102K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,225 $99K
Wolff Wiese Magana LLC 0.06% Reduce -40.3% 1,219 $98K
Delos Wealth Advisors, LLC 0.07% No change 1,200 $97K
NBT Bank, N.A. 0.01% Reduce -86.5% 161 $96K
Vision Financial Markets LLC 0.08% No change 1,110 $90K
SBI Securities Co., Ltd. 0.00% Reduce -0.2% 1,095 $88K
Harbor Asset Planning, Inc. 0.08% No change 1,092 $88K
Richardson Financial Services Inc. 0.05% Reduce -6.0% 1,090 $88K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,069 $87K
Heritage Wealth Advisors 0.00% No change 1,040 $84K
North Star Investment Management Corp. 0.01% No change 1,038 $84K
Washington Trust Advisors, Inc. 0.01% No change 1,030 $83K
Front Row Advisors LLC 0.03% No change 1,013 $82K
Hager Investment Management Services, LLC 0.04% No change 1,000 $81K
Quent Capital, LLC 0.01% New 998 $80K
Oakworth Capital, Inc. 0.00% Reduce -6.2% 989 $80K
Point72 Europe (London) LLP 0.00% New 985 $79K
Burkett Financial Services, LLC 0.03% Reduce -26.9% 972 $78K
True Wealth Design, LLC 0.02% Add +1.4% 965 $78K
IFS Advisors, LLC 0.05% No change 956 $77K
Centennial Bank 0.03% No change 947 $76K
Salem Investment Counselors Inc. 0.00% Add +5.2% 933 $76K
Deseret Mutual Benefit Administrators 0.03% Reduce -1.7% 920 $74K
Truvestments Capital LLC 0.01% Add +1.4% 913 $74K
Loomis Sayles & Co. L P 0.00% Reduce -20.1% 905 $73K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $73K
Caldwell Trust Co 0.01% No change 884 $71K
Addison Advisors LLC 0.02% Reduce -10.3% 857 $69K
Creative Financial Designs Inc. 0.00% Add +0.6% 848 $68K
Bell Investment Advisors, Inc 0.01% Reduce -1.9% 837 $68K
Financial Consulate, Inc. 0.01% New 829 $67K
Financial Perspectives, Inc 0.02% No change 767 $62K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 743 $60K
McIlrath & Eck, LLC 0.01% Add +0.8% 728 $59K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -45.2% 704 $57K
Essential Partners LLC 0.02% Add +6.5% 704 $57K
Ransom Advisory, Ltd 0.03% No change 702 $57K
E Fund Management (Hong Kong) Co., Ltd. 0.03% Add +176.9% 684 $55K
GS Investments, Inc. 0.03% Add +38.8% 672 $54K
Whittier Trust Co. of Nevada Inc. 0.00% No change 671 $54K
Rothschild Investment LLC 0.00% Add +45.0% 660 $53K
Lowe Wealth Advisors, LLC 0.02% No change 658 $53K
RMG Wealth Management LLC 0.01% No change 648 $53K
Kimelman & Baird, LLC 0.00% No change 652 $53K
SOA Wealth Advisors, LLC. 0.01% Reduce -5.9% 636 $51K
Prestige Wealth Management Group LLC 0.01% No change 631 $51K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 615 $50K
Tsfg, LLC 0.01% Add +0.2% 609 $49K
Towne Trust Company, N.A 0.02% No change 584 $47K
Bartlett & Co. Wealth Management LLC 0.00% Add +10.3% 577 $47K
Piscataqua Savings Bank 0.04% No change 575 $46K
Canopy Partners, LLC 0.02% Add +9.8% 573 $46K
Bfsg, LLC 0.00% No change 571 $46K
TruNorth Capital Management, LLC 0.01% No change 557 $45K
Tower View Wealth Management LLC 0.02% Add +0.8% 527 $43K
Luken Investment Analytics, LLC 0.02% No change 526 $42K
Rise Advisors, LLC 0.02% Add +1.4% 525 $42K
Measured Wealth Private Client Group, LLC 0.01% New 519 $42K
Salomon & Ludwin, LLC 0.00% Add +98.8% 509 $41K
Crews Bank & Trust 0.01% No change 504 $41K
Elevation Wealth Partners, LLC 0.01% Add +1.4% 501 $40K
Monetary Management Group Inc. 0.01% No change 500 $40K
Archer Investment Corp 0.01% No change 500 $40K
BankPlus Trust Department 0.01% No change 483 $39K
Collier Financial 0.03% — 469 $38K
Bruce G. Allen Investments, LLC 0.03% No change 468 $38K
Tidemark, LLC 0.01% No change 465 $38K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -3.0% 454 $37K
GW&K Investment Management, LLC 0.00% Add +2.8% 435 $35K
Rakuten Securities, Inc. 0.01% New 426 $34K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $33K
Strategic Investment Solutions, Inc. 0.01% No change 400 $32K
First Command Advisory Services, Inc. 0.00% New 400 $32K
Trust Co. of Vermont 0.00% No change 396 $32K
Winch Advisory Services, LLC 0.01% Reduce -67.5% 395 $32K
CVA Family Office, LLC 0.00% Reduce -7.3% 383 $31K
Adirondack Trust Co. 0.01% Reduce -11.1% 383 $31K
JFS Wealth Advisors, LLC 0.00% Add +41.8% 373 $30K
Strategic Wealth Partners, Ltd. 0.00% No change 372 $30K
Hemington Wealth Management 0.00% Reduce -42.1% 370 $29K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $29K
Glen Eagle Advisors, LLC 0.00% No change 350 $28K
Covestor Ltd 0.02% Reduce -13.8% 344 $28K
Vermillion & White Wealth Management Group, LLC 0.02% New 339 $27K
Webster Bank, N. A. 0.00% No change 325 $26K
Richard W. Paul & Associates, LLC 0.01% Reduce -0.3% 318 $26K
ORG Partners LLC 0.00% Add +168.4% 314 $25K
Nemes Rush Group LLC 0.00% Add +28.4% 312 $25K
Fortitude Family Office, LLC 0.01% No change 301 $24K
Capital Analysts, LLC 0.00% No change 297 $24K
Main Street Group, LTD 0.01% No change 295 $24K
American National Bank & Trust 0.00% New 290 $23K
Steigerwald, Gordon & Koch Inc. 0.00% New 288 $23K
Caitong International Asset Management Co., Ltd 0.02% New 287 $23K
Missouri Trust & Investment Co 0.01% No change 287 $23K
Scarborough Advisors, LLC 0.00% No change 285 $23K
Fairscale Capital, LLC 0.02% No change 277 $22K
Private Wealth Asset Management, LLC 0.00% No change 276 $22K
MCF Advisors LLC 0.00% No change 270 $22K
Pittenger & Anderson Inc. 0.00% Add +276.4% 271 $22K
Curio Wealth, LLC 0.01% Reduce -24.1% 259 $21K
Mb, Levis & Associates, LLC 0.01% No change 250 $20K
Bangor Savings Bank 0.00% Reduce -21.9% 250 $20K
Armstrong Advisory Group, Inc. 0.00% No change 245 $20K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $19K
Spurstone Advisory Services, LLC 0.27% No change 233 $19K
Global Wealth Strategies & Associates 0.00% No change 228 $18K
TD Waterhouse Canada Inc. 0.00% Add +128.0% 228 $18K
MV Capital Management, Inc. 0.00% No change 218 $18K
Asset Dedication, LLC 0.00% Reduce -31.5% 211 $17K
Physician Wealth Advisors, Inc. 0.00% Add +218.5% 207 $17K
Stuart Chaussee & Associates, Inc. 0.00% No change 202 $16K
Advantage Trust Co 0.01% No change 200 $16K
Corundum Trust Company, INC 0.03% New 193 $16K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 192 $15K
Summit Securities Group LLC 0.01% New 192 $15K
Caitlin John, LLC 0.01% New 189 $15K
BOK Financial Private Wealth, Inc. 0.00% No change 187 $15K
Medallion Wealth Advisors, LLC 0.01% No change 184 $15K
Westside Investment Management, Inc. 0.00% Add +175.8% 182 $15K
S&T Bank 0.00% Add +894.4% 179 $14K
Rossby Financial, LCC 0.00% Reduce -2.8% 175 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $14K
Rialto Wealth Management, LLC 0.00% Add +1.2% 172 $14K
Sittner & Nelson, LLC 0.01% No change 169 $14K
Prudent Man Investment Management, Inc. 0.01% No change 200 $14K
WFA Asset Management Corp 0.01% Add +1.0% 205 $13K
PFS Partners, LLC 0.01% Add +0.6% 164 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 162 $13K
Clearstead Trust, LLC 0.00% Reduce -61.1% 162 $13K
Parvin Asset Management, LLC 0.01% No change 158 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -56.8% 158 $13K
MilWealth Group LLC 0.00% No change 148 $12K
Dogwood Wealth Management LLC 0.01% Add +120.9% 148 $12K
Financial Management Professionals, Inc. 0.00% Add +2.8% 145 $12K
Investors Research Corp 0.00% No change 142 $11K
Dunhill Financial, LLC 0.00% No change 132 $11K
Future Financial Wealth Managment LLC 0.01% No change 129 $10K
Howard Hughes Medical Institute 0.01% Add +2.4% 127 $10K
Toth Financial Advisory Corp. 0.00% No change 126 $10K
Avion Wealth 0.00% Reduce -10.7% 133 $10K
Dagco, Inc. 0.00% No change 118 $10K
Valued Wealth Advisors LLC 0.00% Add +0.9% 113 $9K
Valley National Advisers Inc. 0.00% Reduce -0.9% 113 $9K
Activest Wealth Management 0.00% Add +8.7% 100 $8K
Duncker Streett & Co. Inc. 0.00% No change 100 $8K
DT Investment Partners, LLC 0.00% No change 98 $8K
Harbor Investment Advisory, LLC 0.00% No change 97 $8K
Red Tortoise LLC 0.00% No change 95 $8K
Halbert Hargrove Global Advisors, LLC 0.00% New 85 $7K
Aspect Partners, LLC 0.00% No change 85 $7K
LGT Financial Advisors LLC 0.01% Add +1.2% 85 $7K
Sachetta, LLC 0.00% No change 79 $6K
Private Wealth Management Group, LLC 0.00% No change 78 $6K
Evolution Wealth Management Inc. 0.01% No change 75 $6K
Mascoma Wealth Management LLC 0.00% No change 75 $6K
GoalVest Advisory LLC 0.00% No change 75 $6K
Independence Bank of Kentucky 0.00% No change 75 $6K
Abound Wealth Management 0.00% Add +5.8% 73 $6K
Boreal Capital Management LLC 0.01% New 72 $6K
Raffa Wealth Management, LLC 0.00% Add +26.3% 72 $6K
Great Lakes Advisors, LLC 0.00% No change 69 $6K
Binnacle Investments Inc 0.00% Add +195.4% 65 $5K
Bare Financial Services, Inc 0.00% No change 62 $5K
Grove Bank & Trust 0.00% No change 61 $5K
Princeton Global Asset Management LLC 0.00% No change 60 $5K
TFC Financial Management, Inc. 0.00% No change 57 $5K
Highline Wealth Partners LLC 0.00% No change 56 $5K
Tortoise Investment Management, LLC 0.00% Reduce -1.8% 56 $5K
CBIZ Investment Advisory Services, LLC 0.00% No change 52 $4K
Transamerica Financial Advisors, LLC 0.00% Add +628.6% 51 $4K
Cloud Capital Management, LLC 0.00% New 58 $4K
Anchor Investment Management, LLC 0.00% No change 48 $4K
Kilter Group LLC 0.00% Add +80.0% 45 $4K
Pacifica Partners Inc. 0.00% No change 45 $4K
Stone House Investment Management, LLC 0.00% Reduce -46.7% 40 $3K
Granite FO LLC 0.00% No change 39 $3K
Cape Investment Advisory, Inc. 0.00% Add +171.4% 38 $3K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -22.2% 42 $3K
Penserra Capital Management LLC 0.00% No change 48 $3K
Clark Wealth Partners 0.00% Add +25.0% 40 $3K
Holos Integrated Wealth LLC 0.00% No change 33 $3K
Plante Moran Financial Advisors, LLC 0.00% New 33 $3K
WPG Advisers, LLC 0.00% No change 32 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 32 $3K
Hughes Financial Services, LLC 0.00% No change 32 $3K
Beaird Harris Wealth Management, LLC 0.00% New 30 $2K
Key Financial Inc 0.00% No change 29 $2K
Trifecta Capital Advisors, LLC 0.00% No change 28 $2K
WestEnd Advisors, LLC 0.00% New 27 $2K
Heartwood Wealth Advisors LLC 0.00% New 25 $2K
Principia Wealth Advisory, LLC 0.00% Add +9.1% 24 $2K
Wealth Watch Advisors, INC 0.00% New 21 $2K
Guerra Advisors Inc 0.00% New 20 $2K
SJS Investment Consulting Inc. 0.00% No change 19 $2K
Signature Resources Capital Management, LLC 0.00% No change 19 $2K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -5.3% 18 $1K
Core Alternative Capital 0.00% No change 18 $1K
Winnacle Wealth LLC 0.00% New 17 $1K
Albion Financial Group 0.00% New 17 $1K
United Community Bank 0.00% New 16 $1K
Cornerstone Planning Group LLC 0.00% Reduce -86.4% 9 $1K
Texas Capital Bancshares Inc 0.00% New 15 $1K
TD Capital Management LLC 0.00% No change 14 $1K
WealthCollab, LLC 0.00% Reduce -65.8% 13 $1K
DecisionPoint Financial, LLC 0.00% No change 13 $1K
Picton Mahoney Asset Management 0.00% No change 18 $1K
Retirement Wealth Solutions LLC 0.00% New 12 $968
American Capital Advisory, LLC 0.00% Add +20.0% 12 $968
HFM Investment Advisors, LLC 0.00% No change 12 $968
Proffitt & Goodson Inc. 0.00% New 11 $888
Quaker Wealth Management, LLC 0.00% No change 7 $565
Breakwater Investment Management 0.00% New 7 $565
Seneschal Advisors, LLC 0.00% New 5 $404
Hurley Capital, LLC 0.00% New 5 $403
Davis Capital Management 0.00% — 4 $323
IMA Advisory Services, Inc. 0.00% No change 3 $244
Y.D. More Investments Ltd 0.00% New 158 $38

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