Xcel EnergyXEL

13F holders, Q4 2025 (December 31)
1,253holders +68
101new positions
80sold out
11famous investors
$73.89avg. 13F price*

At the end of Q4 2025, 1,253 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 68 from Q3 2025. 101 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($5.7B), BlackRock, Inc. ($3.9B) and State Street Corp. ($2.7B). 11 famous investors held it, including George Soros (1.0% of Soros Fund Management's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions101$520.4M
Exits80$130.8M

All 13F filers, Q3 2025 → Q4 2025: 52,303,541 shares bought and 28,366,638 shares sold, net +23,936,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,253 holders

Vanguard Group Inc. 0.08% Add +1.1% 77,610,805 $5.7B
BlackRock, Inc. 0.07% Add +2.1% 52,671,319 $3.9B
State Street Corp. 0.09% Add +1.2% 36,340,645 $2.7B
Bank of America Corp. 0.15% Reduce -3.6% 27,803,921 $2.1B
T. Rowe Price Associates Inc. 0.20% Reduce -10.0% 25,127,230 $1.9B
JPMorgan Chase & Co. 0.12% Add +16.9% 24,572,438 $1.8B
Invesco Ltd. 0.15% Add +172.6% 21,212,569 $1.6B
Massachusetts Financial Services Co. 0.45% Reduce -3.6% 18,814,767 $1.4B
Geode Capital Management, LLC 0.07% Add +0.8% 16,496,124 $1.2B
GQG Partners LLC 1.50% Reduce -5.7% 12,334,556 $911.0M
Aristotle Capital Management, LLC 1.71% Reduce -4.8% 11,578,918 $855.2M
Barclays PLC 0.30% Add +63.6% 9,979,397 $737.1M
Goldman Sachs Group Inc. 0.08% Reduce -14.8% 7,803,782 $576.4M
Morgan Stanley 0.03% Reduce -2.7% 6,993,126 $516.5M
Franklin Resources Inc. 0.13% Add +2.0% 6,827,263 $504.3M
Pictet Asset Management Holding SA 0.46% Add +7.8% 6,472,774 $478.1M
FMR LLC 0.02% Reduce -0.9% 6,359,051 $469.7M
Legal & General Group Plc 0.10% Add +3.8% 6,243,497 $461.1M
Barrow Hanley Mewhinney & Strauss LLC 1.40% Reduce -7.7% 5,709,383 $421.7M
Northern Trust Corp. 0.05% Reduce -1.9% 5,171,561 $382.0M
Charles Schwab Investment Management Inc. 0.04% Add +0.8% 3,837,328 $283.4M
Newport Trust Company, LLC 0.66% Reduce -3.5% 3,718,127 $274.6M
Royal Bank of Canada 0.05% Reduce -14.7% 3,674,157 $271.4M
Federated Hermes, Inc. 0.45% Reduce -2.9% 3,659,777 $270.3M
Reaves W H & Co. Inc. 4.63% Add +13.1% 3,579,918 $264.4M
Bank of New York Mellon Corp 0.05% Add +0.2% 3,568,344 $263.6M
Capital Research Global Investors 0.05% Add +1.0% 3,531,462 $260.8M
Bank of Montreal 0.09% Add +113.5% 3,096,187 $228.7M
American Century Companies Inc. 0.11% Reduce -8.5% 3,081,648 $227.6M
Nuveen, LLC 0.05% Add +13.4% 2,791,748 $206.2M
Deutsche Bank AG 0.07% Reduce -47.9% 2,754,672 $203.5M
Zimmer Partners, LP 5.33% Add +11.8% 2,739,353 $202.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +18.2% 2,656,723 $196.2M
Nordea Investment Management AB 0.16% Reduce -16.5% 2,498,528 $185.2M
Mitsubishi UFJ Trust & Banking Corp 0.42% Reduce -2.8% 2,408,517 $177.9M
UBS Group AG 0.03% Reduce -20.9% 2,370,093 $175.1M
Duff & Phelps Investment Management Co. 1.97% Reduce -0.2% 2,352,387 $173.7M
Russell Investments Group, Ltd. 0.19% Add +5.6% 2,326,913 $171.9M
CBRE Investment Management Listed Real Assets LLC 2.53% Add +18.1% 2,324,667 $171.7M
Brookfield Corp 0.21% Reduce -7.2% 2,268,511 $167.6M
Millennium Management 0.12% Add +10.4% 2,207,869 $163.1M
Merewether Investment Management, LP 3.68% Add +22.9% 2,167,710 $160.1M
Raymond James Financial Inc. 0.05% Reduce -11.5% 2,140,489 $158.1M
Magellan Asset Management Ltd 1.90% Reduce -0.7% 2,111,509 $156.0M
Principal Financial Group Inc. 0.08% Reduce -15.6% 2,083,407 $153.9M
Point72 Asset Management 0.25% Add +116.9% 2,081,359 $153.7M
Boston Partners 0.15% Add +4530.7% 2,024,541 $149.5M
Dimensional Fund Advisors LP 0.03% Reduce -2.2% 1,990,614 $147.0M
Jennison Associates LLC 0.09% Add +10.2% 1,961,795 $144.9M
Electron Capital Partners, LLC 6.64% Add +15.2% 1,936,695 $143.0M
Ameriprise Financial Inc. 0.03% Reduce -34.7% 1,901,121 $140.5M
Toronto Dominion Bank 0.24% Add +379.0% 1,841,229 $136.0M
Wells Fargo & Company 0.03% Reduce -5.4% 1,789,234 $132.2M
OMERS ADMINISTRATION Corp 0.94% Add +8880.6% 1,785,155 $131.9M
LPL Financial LLC 0.04% Add +4.4% 1,780,659 $131.5M
Qube Research & Technologies Ltd 0.18% New 1,734,296 $128.1M
HITE Hedge Asset Management LLC 7.90% Add +42.7% 1,668,743 $123.3M
BNP Paribas Financial Markets 0.08% Add +21.6% 1,646,206 $121.6M
Swiss National Bank 0.07% Reduce -2.5% 1,620,700 $119.7M
California Public Employees Retirement System 0.06% Reduce -15.3% 1,525,892 $112.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.5% 1,519,637 $112.2M
First Trust Advisors LP 0.08% Reduce -29.2% 1,474,609 $108.9M
Citigroup Inc. 0.07% Reduce -30.7% 1,398,233 $103.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +5.3% 1,295,486 $96.7M
Freestone Grove Partners LP 0.70% Add +52.8% 1,308,948 $96.7M
Janus Henderson Group PLC 0.04% Add +21.3% 1,302,214 $96.2M
HSBC Holdings PLC 0.05% Add +1.4% 1,290,155 $95.4M
Nomura Asset Management International Inc. 0.14% — 1,286,989 $95.1M
SG Americas Securities, LLC 0.12% Add +375.3% 1,229,339 $90.8M
Stifel Financial Corp. 0.08% Reduce -2.4% 1,163,706 $86.0M
Envestnet Asset Management Inc. 0.03% Reduce -16.6% 1,159,357 $85.6M
Cohen & Steers, Inc. 0.15% Add +3.2% 1,138,406 $84.1M
Amundi 0.03% Reduce -19.5% 1,122,085 $82.9M
Sei Investments Co. 0.08% Add +6.7% 1,117,568 $82.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.42% Reduce -0.4% 1,111,665 $82.1M
Regions Financial Corp. 0.49% Add +0.8% 1,042,732 $77.0M
ProShare Advisors LLC 0.13% Add +38.4% 1,033,733 $76.4M
Rhumbline Advisers 0.06% Reduce -1.1% 1,002,994 $74.1M
Brandywine Global Investment Management, LLC 0.45% Reduce -1.0% 902,437 $66.7M
ExodusPoint Capital Management, LP 0.74% Add +146.0% 898,234 $66.3M
Alliancebernstein L.P. 0.02% Add +16.6% 836,259 $61.8M
Balyasny Asset Management L.P. 0.11% Reduce -15.4% 794,804 $58.7M
AQR Capital Management 0.03% Reduce -26.5% 792,096 $58.5M
Victory Capital Management Inc. 0.03% Reduce -0.3% 754,753 $55.7M
Adage Capital Partners Gp, L.L.C. 0.08% Add +36.4% 734,191 $54.2M
Soros Fund Management 0.97% New 732,025 $54.1M
Jane Street Group, LLC 0.06% Add +1966.0% 724,746 $53.5M
Vaughan David Investments LLC 1.14% Add +0.0% 710,689 $52.5M
California State Teachers Retirement System 0.05% Add +1.6% 706,103 $52.2M
National Pension Service 0.04% Add +6.3% 692,244 $51.1M
Old Republic International Corp. 1.96% Add +25.5% 655,300 $48.4M
Manufacturers Life Insurance Company, The 0.04% Reduce -2.8% 653,211 $48.3M
Verition Fund Management LLC 0.27% Reduce -3.8% 653,440 $48.3M
Treasurer of the State of North Carolina 0.15% Reduce -2.9% 641,276 $47.4M
Hudson Bay Capital Management LP 0.29% Add +22.0% 626,292 $46.3M
Anchor Capital Advisors LLC 1.33% Reduce -3.4% 623,314 $46.0M
Energy Income Partners, LLC 0.80% Reduce -37.8% 601,261 $44.4M
Wealth Enhancement Advisory Services, LLC 0.06% Add +2.2% 572,498 $42.6M
EP Wealth Advisors, LLC 0.21% — 549,253 $40.6M
Gabelli Funds LLC 0.27% Reduce -0.8% 531,716 $39.3M
State Board of Administration of Florida Retirement System 0.07% Reduce -2.1% 525,632 $38.8M
Allspring Global Investments Holdings, LLC 0.06% Add +141.1% 506,153 $37.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +11.5% 508,352 $37.5M
Donaldson Capital Management, LLC 1.08% New 460,226 $34.0M
Voloridge Investment Management, LLC 0.11% New 441,016 $32.6M
New York State Teachers Retirement System 0.06% Add +0.2% 416,866 $30.8M
NEOS Investment Management LLC 0.18% Add +36.6% 415,349 $30.7M
Macquarie Group Ltd. 0.13% Reduce -87.2% 414,411 $30.6M
Tortoise Capital Advisors, L.L.C. 0.38% Add +4.6% 399,236 $29.5M
Mairs & Power Inc. 0.28% Add +2.7% 396,280 $29.3M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +20.2% 394,447 $29.1M
Citadel Advisors 0.02% Add +217.2% 387,029 $28.6M
Korea Investment CORP 0.06% Reduce -9.2% 378,855 $28.0M
National Bank of Canada 0.03% Add +52.3% 368,782 $27.2M
Susquehanna Portfolio Strategies, LLC 0.42% No change 366,300 $27.1M
Teilinger Capital Ltd. 26.74% Add +73.2% 355,000 $26.2M
Guggenheim Capital LLC 0.19% Add +5.6% 353,428 $26.1M
Capitolis Liquid Global Markets LLC 0.15% New 349,700 $25.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +16.9% 345,671 $25.6M
Quantinno Capital Management LP 0.05% Add +9.1% 343,897 $25.4M
Creative Planning 0.02% Reduce -6.8% 340,320 $25.1M
CANADA LIFE ASSURANCE Co 0.04% Add +3.3% 337,306 $24.9M
Squarepoint Ops LLC 0.05% Reduce -8.8% 335,896 $24.8M
Natixis Advisors, LLC 0.03% Reduce -2.6% 332,673 $24.6M
State of Wisconsin Investment Board 0.05% Reduce -17.2% 319,143 $23.6M
Cibc World Markets Corp. 0.12% — 311,018 $23.0M
Asset Management One Co., Ltd. 0.06% Add +19.0% 308,150 $22.8M
Sourcerock Group LLC 1.30% Add +29.2% 307,019 $22.7M
SIR Capital Management, L.P. 2.49% Add +75.0% 305,285 $22.5M
Public Employees Retirement System of Ohio 0.07% Reduce -0.5% 304,640 $22.5M
CIBC Asset Management Inc 0.05% Add +26.1% 303,970 $22.5M
Chevy Chase Trust Holdings, LLC 0.06% Reduce -0.4% 302,007 $22.3M
Prudential Financial Inc. 0.03% Reduce -10.5% 294,217 $21.7M
Van Eck Associates Corp. 0.02% Add +4.3% 289,939 $21.4M
SummitTX Capital, L.P. 0.64% Add +32.8% 285,766 $21.1M
Associated Banc-Corp 0.53% Reduce -1.5% 280,741 $20.7M
Beck Bode, LLC 3.35% Reduce -0.6% 272,387 $20.1M
Azimuth Capital Investment Management LLC 0.72% New 270,305 $20.0M
APG Asset Management N.V. 0.05% New 302,634 $19.0M
US Bancorp \de 0.02% Reduce -21.8% 257,425 $19.0M
Vontobel Holding Ltd. 0.06% Add +4061.4% 253,552 $18.7M
Cerity Partners LLC 0.03% Reduce -12.7% 253,056 $18.7M
Daiwa Securities Group Inc. 0.06% Add +6.4% 246,455 $18.2M
Sone Capital Management, LLC 1.47% New 246,104 $18.2M
Nissay Asset Management Corp. /Japan 0.09% Add +4.0% 245,387 $18.1M
Connor, Clark & Lunn Investment Management Ltd. 0.05% New 243,060 $18.0M
BW Gestao de Investimentos Ltda. 0.63% New 242,457 $17.9M
New York State Common Retirement Fund 0.02% Reduce -51.6% 241,998 $17.9M
Rafferty Asset Management, LLC 0.06% Add +0.8% 233,922 $17.3M
TD Asset Management Inc 0.01% Add +1.4% 233,139 $17.2M
Jefferies Financial Group Inc. 0.14% Reduce -61.5% 232,591 $17.2M
Nomura Asset Management Co. Ltd. 0.04% Add +0.6% 228,408 $16.9M
Allworth Financial LP 0.07% Reduce -0.6% 226,814 $16.8M
Aventail Capital Group, LP 0.96% Reduce -73.4% 225,113 $16.6M
Credit Agricole S A 0.05% Add +19.8% 224,521 $16.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +11.8% 224,292 $16.6M
Commonwealth Equity Services, LLC 0.02% Reduce -7.7% 222,980 $16.5M
State of Tennessee, Department of Treasury 0.05% Reduce -5.9% 215,616 $16.4M
Canada Pension Plan Investment Board 0.01% Reduce -77.9% 221,624 $16.4M
Mn Services Vermogensbeheer B.V. 0.10% Add +1.4% 220,952 $16.3M
PNC Financial Services Group, Inc. 0.01% Reduce -2.7% 219,329 $16.2M
Zurich Insurance Group Ltd 0.11% Reduce -39.2% 218,892 $16.2M
Cetera Investment Advisers 0.02% Add +2.2% 216,406 $16.0M
Two Sigma Investments, LP 0.03% Reduce -0.5% 216,360 $16.0M
Ensign Peak Advisors, Inc 0.03% Reduce -39.9% 212,005 $15.7M
Allianz Asset Management GmbH 0.02% Reduce -70.1% 208,854 $15.4M
Renaissance Technologies 0.02% New 206,100 $15.2M
Blue Chip Partners, LLC 1.10% Add +0.4% 205,322 $15.2M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +5.8% 204,537 $15.1M
State of New Jersey Common Pension Fund D 0.05% Reduce -0.7% 203,998 $15.1M
Truist Financial Corp. 0.02% Reduce -7.1% 203,305 $15.0M
Aberdeen Group plc 0.02% Add +0.1% 195,997 $14.5M
Resona Asset Management Co.,Ltd. 0.07% Reduce -2.7% 195,014 $14.4M
Bruce & Co., Inc. 4.45% No change 194,500 $14.4M
AE Wealth Management LLC 0.08% Add +639.1% 193,473 $14.3M
Lazard Asset Management LLC 0.02% Reduce -66.7% 193,369 $14.3M
Viking Fund Management LLC 1.63% Reduce -13.6% 190,000 $14.0M
BTG Pactual Asset Management US LLC 1.56% Add +126.7% 189,188 $14.0M
Tiaa Trust, National Association 0.03% Add +1324.5% 180,669 $13.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +2334.1% 176,523 $13.0M
Susquehanna International Group, LLP 0.02% Reduce -11.8% 172,933 $12.8M
Empower Advisory Group, LLC 0.03% Add +16.8% 172,129 $12.7M
Assetmark, Inc. 0.03% Add +12.3% 167,682 $12.4M
Walleye Capital LLC 0.07% Add +150.7% 165,977 $12.3M
Arizona State Retirement System 0.07% Reduce -4.6% 162,174 $12.0M
Osaic Holdings, Inc. 0.02% Reduce -16.3% 160,552 $11.9M
Mackenzie Financial Corp. 0.01% Reduce -11.0% 158,823 $11.8M
Illinois Municipal Retirement Fund 0.15% Add +42.9% 157,981 $11.7M
Harvest Fund Management Co., Ltd 0.43% Add +38.8% 158,332 $11.5M
HighTower Advisors, LLC 0.01% Add +2.9% 156,192 $11.5M
Czech National Bank 0.07% Add +3.8% 155,980 $11.5M
State of Michigan Retirement System 0.06% Reduce -3.2% 154,894 $11.4M
Commerce Bank 0.06% Reduce -1.9% 153,740 $11.4M
Calamos Advisors LLC 0.07% Reduce -3.9% 152,952 $11.3M
Vennlight Capital Management, LP 13.12% Add +487.8% 152,239 $11.2M
Public Sector Pension Investment Board 0.04% Add +18.6% 151,145 $11.2M
&partners 0.06% Add +10.4% 148,565 $11.0M
Nearwater Capital Markets, Ltd 0.18% New 144,000 $10.6M
HRT Financial LP 0.03% New 142,199 $10.5M
Janney Montgomery Scott LLC 0.02% Reduce -1.1% 142,053 $10.5M
MetLife Investment Management, LLC 0.05% Reduce -3.4% 141,810 $10.5M
Wealthfront Advisers LLC 0.02% Reduce -1.1% 138,963 $10.3M
Corient Private Wealth LP 0.01% Add +8.7% 136,348 $10.1M
Bank of Nova Scotia 0.01% Add +34.5% 136,629 $10.1M
RWC Asset Management LLP 0.56% Reduce -31.3% 135,490 $10.0M
O'shaughnessy Asset Management, LLC 0.05% Add +7.7% 134,622 $9.9M
IFM Investors Pty Ltd 0.08% Add +0.4% 129,989 $9.6M
Dean Investment Associates, LLC 1.36% Reduce -1.9% 128,583 $9.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% — 127,420 $9.4M
Forsta Ap-Fonden 0.06% Reduce -7.7% 127,000 $9.4M
Retirement Systems of Alabama 0.03% Reduce -0.3% 125,842 $9.3M
GF Fund Management Co. LTD. 0.16% Add +8.6% 124,776 $9.2M
Cresset Asset Management, LLC 0.04% Add +0.5% 123,820 $9.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.3% 124,567 $9.2M
Comerica Bank 0.04% Reduce -18.3% 124,381 $9.2M
Voya Investment Management LLC 0.01% Reduce -9.9% 121,768 $9.0M
Qsemble Capital Management, LP 0.74% New 120,626 $8.9M
Schonfeld Strategic Advisors LLC 0.04% Add +538.7% 120,376 $8.9M
Jain Global LLC 0.09% Add +199.3% 120,055 $8.9M
Heartland Advisors Inc. 0.47% Reduce -3.9% 118,146 $8.7M
Occudo Quantitative Strategies LP 0.58% New 116,652 $8.6M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.12% — 115,891 $8.6M
XTX Topco Ltd 0.22% Add +308.2% 115,733 $8.5M
Captrust Financial Advisors 0.02% Reduce -0.2% 115,231 $8.5M
Nomura Holdings Inc. 0.02% Add +121.0% 111,882 $8.3M
Miller Howard Investments Inc. 0.25% Add +24.7% 110,252 $8.1M
Rakuten Investment Management, Inc. 0.03% Add +1037.1% 109,741 $8.1M
Amalgamated Bank 0.06% Reduce -4.7% 109,930 $8.1M
Leeward Investments, LLC - MA 0.40% Reduce -22.6% 107,572 $7.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +1291.3% 105,463 $7.8M
Abn Amro Investment Solutions 0.12% Add +21.5% 105,096 $7.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +26.4% 104,728 $7.7M
Trexquant Investment LP 0.07% New 104,508 $7.7M
First National Bank of Omaha 0.23% Reduce -7.7% 103,281 $7.6M
Vestcor Inc 0.21% Add +65.0% 101,926 $7.5M
Pacer Advisors, Inc. 0.02% Add +11.8% 101,801 $7.5M
BTC Capital Management, Inc. 0.52% Reduce -52.9% 101,448 $7.5M
Woodline Partners LP 0.03% Add +29.1% 100,925 $7.5M
Worldquant Millennium Advisors LLC 0.03% New 100,484 $7.4M
Contravisory Investment Management, Inc. 1.44% Reduce -2.9% 98,431 $7.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.6% 98,168 $7.3M
Utah Retirement Systems 0.07% No change 97,796 $7.2M
Socorro Asset Management LP 2.90% Add +43.7% 97,201 $7.2M
Hennessy Advisors Inc. 0.25% Reduce -2.7% 97,099 $7.2M
Tema ETFs LLC 0.55% Add +74.7% 95,210 $7.0M
Swiss Life Asset Management Ltd 0.04% Add +4.6% 93,349 $6.9M
Ilmarinen Mutual Pension Insurance Co 0.05% Reduce -51.4% 93,000 $6.9M
Focus Financial Network, Inc. 0.24% Reduce -3.0% 92,903 $6.9M
Entropy Technologies, LP 0.37% New 92,421 $6.8M
Focus Partners Wealth 0.01% Add +71.8% 92,050 $6.8M
Royal London Asset Management Ltd. 0.01% Add +115.0% 91,900 $6.8M
Pathstone Holdings, LLC 0.03% Add +1.3% 91,687 $6.8M
Opus Investment Management Inc. 4.12% No change 91,709 $6.8M
Zions Bancorporation, National Association 0.31% Reduce -21.5% 91,031 $6.7M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -7.1% 91,030 $6.7M
Polymer Capital Management (US) LLC 0.86% Reduce -52.6% 90,000 $6.6M
Calydon Capital 1.11% Reduce -1.8% 89,282 $6.6M
NewEdge Advisors, LLC 0.02% Reduce -19.2% 89,226 $6.6M
Xponance LLC 0.05% Add +6.2% 88,999 $6.6M
Cibc World Market Inc. 0.01% Add +1.4% 87,907 $6.5M
Resolution Capital Ltd 0.14% Add +37.8% 86,010 $6.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Reduce 0.0% 85,173 $6.3M
Reinhart Partners, Llc. 0.19% Reduce -27.8% 85,136 $6.3M
Yousif Capital Management, LLC 0.07% Reduce -5.2% 82,373 $6.3M
Engineers Gate Manager LP 0.07% New 84,381 $6.2M
USS Investment Management Ltd 0.03% No change 83,432 $6.2M
Palisade Asset Management, LLC 0.59% Reduce -2.2% 82,590 $6.1M
Boothbay Fund Management, LLC 0.16% Add +48.5% 81,746 $6.0M
New York Life Investment Management LLC 0.05% Add +1.0% 81,266 $6.0M
Shelton Capital Management 0.12% Add +4.8% 81,239 $6.0M
Campbell & CO Investment Adviser LLC 0.28% New 80,191 $5.9M
Mercer Global Advisors Inc. 0.01% Add +3.2% 79,442 $5.9M
Sciencast Management LP 0.81% New 79,064 $5.8M
Arrowstreet Capital, Limited Partnership 0.00% New 78,875 $5.8M
MML Investors Services, LLC 0.01% Add +0.8% 78,281 $5.8M
Kayne Anderson Capital Advisors LP 0.13% Reduce -46.1% 76,694 $5.7M
Profund Advisors LLC 0.17% Add +3.1% 75,949 $5.6M
DekaBank Deutsche Girozentrale 0.01% No change 93,013 $5.6M
Deeter Investments LLP 1.20% — 75,000 $5.5M
Capital Fund Management S.A. 0.05% New 74,968 $5.5M
Intact Investment Management Inc. 0.16% Reduce -10.5% 74,400 $5.5M
CIBC Private Wealth Group LLC 0.01% Add +494.6% 74,399 $5.5M
First PREMIER Bank 1.26% Reduce -3.0% 74,236 $5.5M
Oliver Luxxe Assets LLC 0.83% Add +26.6% 74,149 $5.5M
Vanguard Personalized Indexing Management, LLC 0.05% Add +5.2% 73,917 $5.5M
Rockefeller Capital Management L.P. 0.01% Add +18.2% 73,865 $5.5M
iA Global Asset Management Inc. 0.07% Add +7.4% 73,546 $5.4M
Aquatic Capital Management LLC 0.15% New 73,446 $5.4M
Atria Investments, Inc 0.06% Add +5.3% 71,268 $5.3M
DAVENPORT & Co LLC 0.03% Reduce -5.8% 70,378 $5.2M
American Assets Investment Management, LLC 0.36% No change 70,000 $5.2M
Louisiana State Employees Retirement System 0.09% Reduce -5.8% 69,800 $5.2M
Waverly Advisors, LLC 0.04% Add +652.4% 69,735 $5.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.18% — 68,121 $5.0M
Cwm, LLC 0.01% Add +7.8% 67,885 $5.0M
Oregon Public Employees Retirement Fund 0.06% Add +0.2% 67,725 $5.0M
Larson Financial Group LLC 0.16% Add +2.2% 66,562 $4.9M
Y-Intercept (Hong Kong) Ltd 0.11% Add +174.6% 65,978 $4.9M
Advocate Group LLC 0.78% Add +1943.8% 65,178 $4.8M
Kestra Advisory Services, LLC 0.02% Add +18.3% 64,163 $4.7M
Metis Global Partners, LLC 0.11% Add +4.2% 63,846 $4.7M
Capital Management Associates, Inc 1.04% Add +30.4% 63,601 $4.7M
Morton Community Bank 1.01% Add +2.1% 61,750 $4.7M
Private Advisor Group, LLC 0.02% Add +1.4% 63,534 $4.7M
Mutual of America Capital Management LLC 0.05% Reduce -0.9% 63,507 $4.7M
Nisa Investment Advisors, LLC 0.02% Add +17.9% 62,597 $4.7M
Bogart Wealth, LLC 0.18% Add +1.5% 60,808 $4.5M
M&T Bank Corp 0.01% Add +0.3% 60,446 $4.5M
Atom Investors LP 0.35% New 59,796 $4.4M
Sanctuary Advisors, LLC 0.02% Add +2.9% 59,103 $4.4M
Glenmede Trust Co. NA 0.02% — 58,906 $4.4M
State of Alaska, Department of Revenue 0.05% Reduce -7.0% 58,778 $4.3M
Tidal Investments LLC 0.02% Add +92.3% 57,698 $4.3M
First Bank & Trust 0.68% Reduce -7.3% 56,518 $4.2M
AlphaQuest LLC 0.23% Add +484.8% 55,627 $4.1M
UniSuper Management Pty Ltd 0.02% Reduce -4.3% 55,418 $4.1M
Public Employees Retirement Association of Colorado 0.01% No change 55,038 $4.1M
KBC Group NV 0.01% No change 54,561 $4.0M
Man Group plc 0.01% Add +59.0% 54,455 $4.0M
Ameritas Investment Partners, Inc. 0.12% Add +2.6% 54,389 $4.0M
Prudential PLC 0.03% Add +0.1% 50,738 $3.7M
Capital Innovations LLC 1.05% — 49,822 $3.7M
Meyer Handelman Co. 0.11% Reduce -0.1% 49,056 $3.6M
TD Private Client Wealth LLC 0.08% Reduce -16.3% 48,913 $3.6M
Blackstone Inc. 0.02% New 48,041 $3.5M
Hennion & Walsh Asset Management, Inc. 0.12% Add +37.1% 47,946 $3.5M
Mizuho Securities USA LLC 0.06% Reduce -0.0% 43,072 $3.5M
Royal Fund Management, LLC 0.32% Add +160.4% 47,774 $3.5M
Lanark Financial, Inc. 0.26% Reduce -0.4% 47,194 $3.5M
Stiles Financial Services Inc 1.06% Reduce -1.5% 46,649 $3.4M
Simon Quick Advisors, LLC 0.15% Add +3.6% 46,436 $3.4M
Norinchukin Bank, The 0.04% Add +8.0% 46,321 $3.4M
iSAM Funds (UK) Ltd 1.23% Add +870.3% 46,145 $3.4M
Investment Management Corp of Ontario 0.05% Add +70.1% 45,968 $3.4M
Employees Retirement System of Texas 0.03% Reduce -50.9% 45,867 $3.4M
Schroder Investment Management Group 0.00% Reduce -1.9% 45,023 $3.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 45,012 $3.3M
Sequoia Financial Advisors, LLC 0.02% Add +11.4% 44,852 $3.3M
Fifth Third Bancorp 0.01% Add +6.2% 44,720 $3.3M
Allstate Corp. 0.04% Add +109.7% 44,604 $3.3M
Westpac Banking Corp. 0.21% Reduce -1.1% 44,292 $3.3M
Thrivent Financial for Lutherans 0.01% Add +9.3% 43,913 $3.2M
Summit Trail Advisors, LLC 0.06% Reduce -3.1% 43,275 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.2% 42,782 $3.2M
Princeton Global Asset Management LLC 0.51% Add +70585.0% 42,411 $3.1M
OpenArc Corporate Advisory, LLC 0.05% — 42,051 $3.1M
Strong Tower Advisory Services 0.55% Add +3.7% 41,287 $3.0M
Tower Research Capital LLC (TRC) 0.07% Add +189.9% 41,262 $3.0M
Aptus Capital Advisors, LLC 0.03% Add +1.6% 41,083 $3.0M
Siemens Fonds Invest GmbH 0.16% Reduce -17.3% 40,735 $3.0M
Blair William & Co. 0.01% Add +3.4% 39,096 $2.9M
Jones Financial Companies LLLP 0.00% Add +15.5% 37,977 $2.8M
Union Bancaire Privee, UBP SA 0.03% Add +226.3% 42,354 $2.8M
SteelPeak Wealth, LLC 0.09% New 37,071 $2.8M
Kentucky Retirement Systems 0.07% No change 37,158 $2.7M
Oak Thistle LLC 0.38% Add +876.9% 36,566 $2.7M
QRG Capital Management, Inc. 0.03% Add +9.3% 36,365 $2.7M
Berger Financial Group, Inc 0.16% Reduce -4.3% 36,242 $2.7M
Sterling Capital Management LLC 0.04% Reduce -4.6% 35,830 $2.6M
Vestmark Advisory Solutions, Inc. 0.04% Add +545.1% 35,649 $2.6M
Blue Capital, Inc. 1.88% New 35,639 $2.6M
Commerzbank Aktiengesellschaft 0.05% No change 35,346 $2.6M
Navellier & Associates Inc. 0.29% Reduce -8.8% 35,316 $2.6M
1832 Asset Management L.P. 0.00% New 35,063 $2.6M
Twinbeech Capital LP 0.18% New 34,725 $2.6M
Sound View Wealth Advisors Group, LLC 0.17% Add +4.5% 34,360 $2.5M
Hartford Investment Management Co. 0.08% Reduce -1.1% 34,272 $2.5M
Edgemoor Investment Advisors, Inc. 0.20% Reduce -0.9% 34,268 $2.5M
ARS Investment Partners, LLC 0.15% Reduce -0.8% 33,972 $2.5M
Banque Cantonale Vaudoise 0.09% Add +15.1% 33,544 $2.5M
AMG National Trust Bank 0.06% Reduce -0.1% 33,466 $2.5M
Elevation Point Wealth Partners, LLC 0.12% Reduce -5.1% 33,005 $2.5M
Baird Financial Group, Inc. 0.00% Add +21.2% 32,845 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +57.8% 32,677 $2.4M
Two Sigma Securities, LLC 0.33% Add +835.2% 32,637 $2.4M
First National Advisers, LLC 0.33% Reduce -6.3% 32,195 $2.4M
TriaGen Wealth Management LLC 0.60% Reduce -0.3% 31,257 $2.3M
Lido Advisors, LLC 0.01% Add +2.2% 28,511 $2.3M
Tradition Wealth Management, LLC 0.16% Add +0.3% 30,857 $2.3M
Orion Porfolio Solutions, LLC 0.02% Add +2.1% 30,778 $2.3M
Fulton Bank, N.A. 0.08% Reduce -7.9% 30,305 $2.2M
Headlands Technologies LLC 0.18% New 29,653 $2.2M
Vident Advisory, LLC 0.02% Reduce -5.8% 29,592 $2.2M
Maryland State Retirement & Pension System 0.04% No change 29,514 $2.2M
Bleakley Financial Group, LLC 0.04% Add +0.5% 28,949 $2.1M
Crossmark Global Holdings, Inc. 0.03% Reduce -13.5% 28,823 $2.1M
Neuberger Berman Group LLC 0.00% Add +23.4% 28,559 $2.1M
Gulf International Bank (UK) Ltd 0.07% No change 28,503 $2.1M
Horizon Investments, LLC 0.03% Add +5.4% 28,308 $2.1M
LBP Am SA 0.02% Reduce -4.8% 28,162 $2.1M
Epiq Partners, LLC 0.99% No change 27,874 $2.1M
Marshall Wace, LLP 0.00% Reduce -96.5% 27,850 $2.1M
Huntington National Bank 0.02% Add +2.4% 27,739 $2.0M
Geneos Wealth Management Inc. 0.05% Reduce -31.3% 27,737 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% No change 27,285 $2.0M
New Mexico Educational Retirement Board 0.06% Add +4.6% 27,278 $2.0M
Agf Management Ltd. 0.01% Reduce -25.3% 26,882 $2.0M
Dean Capital Management 0.84% Add +3.2% 26,737 $2.0M
Merit Financial Group, LLC 0.02% Add +10.9% 26,219 $1.9M
Ethic Inc. 0.03% Add +7.0% 26,109 $1.9M
Pallas Capital Advisors LLC 0.06% Reduce -3.0% 26,048 $1.9M
Mitchell & Pahl Private Wealth, LLC 0.80% Add +0.4% 25,958 $1.9M
Beacon Pointe Advisors, LLC 0.01% Add +7.2% 25,811 $1.9M
Ashton Thomas Private Wealth, LLC 0.05% Add +12.7% 25,519 $1.9M
Intech Investment Management LLC 0.02% Reduce -13.3% 25,495 $1.9M
Wedbush Securities Inc. 0.05% Reduce -1.2% 25,407 $1.9M
D.A. Davidson & Co. 0.01% Reduce -8.0% 25,315 $1.9M
Raleigh Capital Management Inc. 0.68% Reduce -6.6% 25,274 $1.9M
Brevan Howard Capital Management LP 0.04% Add +120.7% 25,142 $1.9M
Pinebridge Investments LLC 0.01% — 25,149 $1.9M
Quotient Wealth Partners, LLC 0.05% Add +0.0% 24,954 $1.8M
Principal Securities, Inc. 0.03% Add +0.5% 24,831 $1.8M
Nvwm, LLC 0.40% Reduce -0.5% 24,767 $1.8M
Advisors Asset Management, Inc. 0.03% Add +14.9% 24,470 $1.8M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1.48% — 24,458 $1.8M
Park Avenue Securities LLC 0.02% Add +11.7% 24,415 $1.8M
MUFG Securities EMEA plc 0.02% Add +114.4% 24,274 $1.8M
Ascent Group, LLC 0.06% Add +5.3% 24,261 $1.8M
Daiichi Life Insurance Co., Ltd. 0.05% No change 24,220 $1.8M
Savvy Advisors, Inc. 0.06% Add +75.6% 24,058 $1.8M
Oppenheimer & Co. Inc. 0.03% Add +1.0% 23,957 $1.8M
First Dallas Securities Inc. 0.65% Reduce -3.2% 23,736 $1.8M
Spirit of America Management Corp. 0.37% Add +16.1% 23,400 $1.7M
HB Wealth Management, LLC 0.01% Add +16.3% 23,260 $1.7M
Foundations Investment Advisors, LLC 0.02% Add +75.2% 23,168 $1.7M
Edgestream Partners, L.P. 0.05% Reduce -41.3% 22,929 $1.7M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -44.7% 22,901 $1.7M
Jump Financial, LLC 0.02% Add +30.5% 22,488 $1.7M
Harbour Investments, Inc. 0.03% Reduce -6.9% 22,475 $1.7M
Accredited Investors Inc. 0.09% Add +6.0% 22,413 $1.7M
Wealth Alliance, LLC 0.16% Reduce -7.9% 21,804 $1.6M
Mariner, LLC 0.00% Reduce -83.0% 21,798 $1.6M
USA Financial Formulas 0.29% Add +491.3% 21,435 $1.6M
Apollon Wealth Management, LLC 0.03% Reduce -31.3% 21,374 $1.6M
GAMMA Investing LLC 0.08% Add +10.2% 21,319 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +28.5% 21,314 $1.6M
Central Bank & Trust Co. 0.24% Reduce -1.0% 21,251 $1.6M
HighPoint Advisor Group LLC 0.03% Reduce -0.8% 20,954 $1.5M
Vise Technologies, Inc. 0.03% Add +25.9% 20,732 $1.5M
Infrastructure Capital Advisors, LLC 0.25% Add +40.1% 20,576 $1.5M
Bailard, Inc. 0.03% Add +14.5% 20,524 $1.5M
University of Texas/Texas Am Investment Management Co. 0.21% Add +210.2% 20,378 $1.5M
North Dakota State Investment Board 0.06% — 20,297 $1.5M
Callan Family Office, LLC 0.03% Add +16.0% 20,266 $1.5M
Benjamin Edwards Inc. 0.02% Reduce -6.5% 20,258 $1.5M
White Pine Capital LLC 0.41% Reduce -0.4% 20,190 $1.5M
Verdence Capital Advisors LLC 0.09% Reduce -8.0% 20,020 $1.5M
PKO Investment Management Joint-Stock Co 0.12% New 20,000 $1.5M
Bond & Devick Financial Network, Inc. 0.41% Add +0.0% 19,694 $1.5M
Cornercap Investment Counsel Inc. 0.71% Reduce -1.4% 19,627 $1.4M
VCI Wealth Management LLC 0.40% Add +34.4% 19,592 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -74.1% 19,569 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +2.9% 19,517 $1.4M
Western Wealth Management, LLC 0.07% Add +40.9% 19,488 $1.4M
Farther Finance Advisors, LLC 0.02% Add +53.5% 19,189 $1.4M
AdvisorNet Financial, Inc 0.07% Add +5.3% 19,036 $1.4M
Advisory Services Network, LLC 0.02% Add +61.2% 18,981 $1.4M
Choreo, LLC 0.02% Reduce -5.3% 18,866 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.3% 18,900 $1.4M
Dakota Wealth Management 0.02% Reduce -5.9% 18,819 $1.4M
SCP Investment, LP 1.13% Add +291.7% 18,800 $1.4M
Empirical Finance, LLC 0.07% Reduce -4.2% 18,601 $1.4M
Bokf, NA 0.02% Reduce -13.3% 18,581 $1.4M
Florida Trust Wealth Management Co 0.04% Reduce -3.1% 18,515 $1.4M
Arkadios Wealth Advisors 0.03% Add +14.1% 18,388 $1.4M
Bayban 1.19% — 18,230 $1.3M
Assenagon Asset Management S.A. 0.00% Add +12.8% 18,166 $1.3M
Bridgewater Associates 0.00% Reduce -72.4% 18,031 $1.3M
Gallagher Fiduciary Advisors, LLC 0.04% Add +0.0% 17,945 $1.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -5.3% 17,829 $1.3M
Matrix Trust Co 0.22% New 17,736 $1.3M
Andra AP-fonden 0.02% Add +1.0% 17,722 $1.3M
Keybank National Association 0.00% Reduce -3.6% 17,578 $1.3M
Howard Capital Management, LLC 0.02% Add +3.7% 17,542 $1.3M
Savant Capital, LLC 0.01% Add +3.1% 17,534 $1.3M
Icon Advisers Inc. 0.28% No change 17,400 $1.3M
DeDora Capital, Inc. 0.30% Add +0.4% 17,397 $1.3M
Snowden Capital Advisors LLC 0.03% Reduce -0.8% 17,072 $1.3M
Concurrent Investment Advisors, LLC 0.01% Add +39.3% 17,149 $1.3M
Johnson Financial Group, Inc. 0.05% Reduce -4.1% 16,833 $1.3M
China Universal Asset Management Co., Ltd. 0.10% Add +7.2% 16,740 $1.2M
Global Retirement Partners, LLC 0.02% Add +109.9% 16,823 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +5.4% 16,814 $1.2M
United Capital Financial Advisors, LLC 0.01% Add +0.4% 16,746 $1.2M
Bessemer Group Inc. 0.00% Reduce -3.6% 16,746 $1.2M
Evolve Private Wealth, LLC 0.07% — 16,576 $1.2M
Picton Mahoney Asset Management 0.01% Add +91138.9% 16,423 $1.2M
CI Investments Inc. 0.01% Add +32.9% 16,337 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% No change 16,284 $1.2M
Empowered Funds, LLC 0.02% Reduce -24.0% 16,264 $1.2M
Machina Capital S.A.S. 0.23% Add +4.2% 16,213 $1.2M
Elo Mutual Pension Insurance Co 0.02% New 16,197 $1.2M
Vermillion Wealth Management, Inc. 0.49% Add +4.0% 16,193 $1.2M
Equitable Trust Co. 0.05% Reduce -4.7% 16,147 $1.2M
Securian Asset Management, Inc. 0.04% Reduce -43.7% 16,085 $1.2M
Procyon Advisors, LLC 0.06% Reduce -14.2% 16,029 $1.2M
Mufg Securities Americas Inc. 0.07% Reduce -0.1% 15,936 $1.2M
Valtinson Bruner Financial Planning LLC 0.34% Reduce -21.2% 15,830 $1.2M
Tounjian Advisory Partners, LLC 0.39% New 15,772 $1.2M
RIA Advisory Group LLC 0.28% Add +42.5% 15,761 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.02% New 15,478 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.07% No change 15,575 $1.2M
Enhancing Capital LLC 0.82% No change 15,500 $1.1M
Modern Wealth Management, LLC 0.02% Add +12.1% 15,418 $1.1M
South Dakota Investment Council 0.02% Reduce -5.6% 15,241 $1.1M
Alps Advisors Inc. 0.01% Add +27.0% 15,233 $1.1M
Greenleaf Trust 0.01% Add +26.3% 15,082 $1.1M
Fourpath Capital Management, LLC 0.15% Reduce -9.6% 14,714 $1.1M
First Western Trust Bank 0.05% Reduce -8.1% 14,705 $1.1M
Wilmington Savings Fund Society, FSB 0.03% Reduce -3.5% 14,631 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +1.3% 14,623 $1.1M
Arax Advisory Partners 0.03% Reduce -15.7% 14,582 $1.1M
NewEdge Wealth, LLC 0.01% Add +38.0% 14,551 $1.1M
Koshinski Asset Management, Inc. 0.07% Add +10.5% 14,506 $1.1M
STRS Ohio 0.00% Add +0.2% 14,177 $1.0M
SBI Okasan Asset Management Co.Ltd. 0.06% — 14,100 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +12.5% 14,069 $1.0M
OmniStar Financial Group, Inc. 0.61% Add +5.0% 14,036 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% Reduce -0.1% 13,925 $1.0M
Aspen Wealth Strategies, LLC 0.56% Add +0.1% 13,813 $1.0M
J.W. Cole Advisors, Inc. 0.02% Reduce -1.0% 14,098 $1.0M
17 Capital Partners, LLC 0.53% Add +15.1% 13,727 $1.0M
Pinnacle Financial Partners, Inc. 0.01% — 13,595 $1.0M
Mission Wealth Management, LP 0.02% Reduce -0.1% 13,566 $1.0M
Midwest Professional Planners, LTD. 0.24% Add +5.4% 13,566 $1.0M
Exchange Traded Concepts, LLC 0.01% Add +5.2% 13,527 $999K
Canada Post Corp Registered Pension Plan 0.04% Add +30.2% 13,522 $999K
Los Angeles Capital Management LLC 0.00% Reduce -59.6% 12,092 $987K
Tectonic Advisors LLC 0.05% Add +2.3% 13,281 $981K
WealthTrust Axiom LLC 0.25% No change 13,251 $979K
HighMark Wealth Management LLC 0.39% Add +0.5% 13,001 $960K
Gsa Capital Partners LLP 0.08% New 12,951 $957K
Great Valley Advisor Group, Inc. 0.02% Add +8.9% 12,837 $948K
FIL Ltd 0.00% Add +253.1% 12,832 $948K
Brookstone Capital Management 0.01% Add +98.9% 12,746 $941K
Thompson Investment Management, Inc. 0.12% No change 12,704 $938K
Argent Trust Co 0.03% Reduce -1.9% 12,650 $934K
Tudor Investment Corporation 0.01% New 12,566 $928K
OneDigital Investment Advisors LLC 0.01% Reduce -0.8% 12,464 $921K
Stratos Investment Management, LLC 0.04% Add +5.8% 12,423 $918K
NorthRock Partners, LLC 0.02% Reduce -38.5% 12,171 $896K
Croban 0.43% Add +2.2% 12,098 $894K
Nicolet Advisory Services, LLC 0.06% Add +19.6% 12,044 $891K
EverSource Wealth Advisors, LLC 0.03% Add +4.3% 11,885 $878K
Wealth Enhancement Trust Services, Inc. 0.11% — 11,821 $873K
Hancock Whitney Corp. 0.02% Add +258.9% 11,815 $873K
Fidelis Capital Partners, LLC 0.06% Add +56.8% 11,768 $869K
Kenora Financial, LLC 0.29% Add +2.6% 11,699 $864K
Sigma Planning Corp 0.02% Add +0.0% 11,618 $858K
Chronos Wealth Management, LLC 0.39% No change 11,491 $849K
Citizens Financial Group Inc. 0.01% Add +2.9% 11,382 $841K
Emerald Advisors, LLC 0.11% No change 11,366 $839K
Hodges Capital Management Inc. 0.07% Add +1.6% 11,315 $836K
Intrust Bank NA 0.07% Reduce -1.7% 11,170 $825K
Caprock Group, LLC 0.02% Reduce -16.0% 11,006 $821K
Norden Group LLC 0.08% Add +1.0% 11,085 $819K
Dearborn Partners LLC 0.04% No change 11,014 $813K
IHT Wealth Management, LLC 0.02% Add +8.8% 10,981 $811K
KLCM Advisors, Inc. 0.07% No change 10,950 $809K
Finer Wealth Management, Inc. 0.39% No change 10,942 $808K
Legacy Financial Advisors, Inc. 0.11% Reduce -3.6% 10,930 $807K
Heritage Wealth Management, Inc. 0.22% Add +0.2% 10,923 $807K
Trust Point Inc. 0.06% Reduce -0.8% 10,921 $807K
Capital Advisory Group Advisory Services, LLC 0.24% Add +0.2% 10,919 $807K
Altshuler Shaham Ltd 0.01% Add +8.5% 10,848 $801K
Kestra Private Wealth Services, LLC 0.01% Add +23.4% 10,831 $800K
Independent Advisor Alliance 0.02% Reduce -4.4% 10,793 $797K
Aaron Wealth Advisors LLC 0.04% Reduce -1.4% 10,691 $790K
Smartleaf Asset Management LLC 0.03% Add +7.1% 10,553 $783K
Mather Group, Llc. 0.01% Add +6.7% 10,559 $780K
Great Waters Wealth Management 0.09% Add +0.1% 10,525 $777K
111 Capital 0.17% Reduce -52.4% 10,521 $777K
Prosperity Consulting Group, LLC 0.03% Add +0.3% 10,507 $776K
Advisors Management Group Inc. 0.14% Reduce -2.5% 10,485 $774K
Mosaic Family Wealth Partners, LLC 0.08% No change 10,479 $774K
Moors & Cabot, Inc. 0.03% Add +5.1% 10,338 $764K
R Squared Ltd 0.36% New 10,296 $760K
Cypress Capital Group 0.08% Reduce -2.9% 10,160 $750K
Aviva PLC 0.00% No change 10,100 $746K
Simplex Trading, LLC 0.02% Reduce -48.5% 9,811 $725K
Aigen Investment Management, LP 0.17% Add +57.0% 9,654 $713K
Code Waechter LLC 0.46% Add +1.0% 9,651 $713K
Integrity Alliance, Llc. 0.03% Add +207.7% 9,641 $712K
Venturi Wealth Management, LLC 0.03% Reduce -1.5% 9,600 $709K
Kingsview Wealth Management, LLC 0.01% Add +2.6% 9,580 $708K
Brown Advisory Inc. 0.00% Reduce -11.1% 9,514 $703K
ICICI Prudential Asset Management Co Ltd 0.08% Add +4.5% 9,493 $701K
TCW Group Inc. 0.00% New 9,308 $687K
Calton & Associates, Inc. 0.10% New 9,304 $687K
VestGen Advisors, LLC 0.03% Add +15.0% 9,243 $683K
Coldstream Capital Management Inc. 0.01% Reduce -0.9% 9,225 $681K
World Investment Advisors 0.01% Add +5.5% 9,106 $673K
Birchwood Financial Partners, Inc. 0.67% — 9,094 $672K
FineMark National Bank & Trust 0.02% Reduce -0.9% 9,056 $669K
Praxis Investment Management Inc. 0.04% No change 9,014 $666K
LVW Advisors, LLC 0.07% Reduce -4.4% 8,992 $664K
American State Bank (Iowa) 0.32% Add +1.6% 8,954 $661K
SYM FINANCIAL Corp 0.07% Reduce -2.9% 8,876 $656K
Chicago Partners Investment Group LLC 0.02% Reduce -6.9% 8,721 $654K
Meeder Advisory Services, Inc. 0.03% Add +2.0% 8,835 $653K
Wedmont Private Capital 0.02% Reduce -1.3% 8,908 $652K
Mgo One Seven LLC 0.01% Reduce -0.2% 8,767 $648K
Townsend & Associates, Inc 0.06% No change 8,486 $640K
Ameriflex Group, Inc. 0.33% Reduce -50.0% 8,653 $639K
Hilltop Holdings Inc. 0.04% Reduce -1.2% 8,619 $637K
LMR Partners LLP 0.01% Add +99.8% 8,578 $634K
Drucker Wealth 3.0, LLC 0.11% Add +11.4% 8,555 $632K
Tradewinds Capital Management, LLC 0.13% Reduce -39.5% 8,469 $626K
GMO 0.00% New 8,385 $619K
Gateway Investment Advisers LLC 0.01% Add +16.1% 8,363 $618K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.2% 8,362 $618K
CreativeOne Wealth, LLC 0.01% Add +6.7% 8,324 $615K
Legacy Wealth Asset Management, LLC 0.15% Add +0.1% 8,262 $610K
Old Port Advisors 0.15% Reduce -1.2% 8,245 $609K
Prospera Financial Services Inc 0.01% Reduce -1.2% 8,239 $609K
Blue Trust, Inc. 0.01% Reduce -8.1% 8,213 $607K
Ballentine Partners, LLC 0.01% Add +0.9% 8,110 $599K
Summit Financial, LLC 0.01% Reduce -6.3% 8,047 $599K
Cohen Klingenstein LLC 0.02% No change 8,100 $598K
CENTRAL TRUST Co 0.01% Add +0.2% 8,098 $598K
HighVista Strategies LLC 0.15% New 8,058 $595K
Bradley Foster & Sargent Inc. 0.01% No change 8,001 $591K
Cascade Investment Group, Inc. 0.39% No change 7,880 $582K
Laraway Financial Advisors Inc 0.38% No change 7,855 $580K
OneAscent Financial Services LLC 0.05% New 7,829 $578K
Amarillo National Bank 0.10% Reduce -3.1% 7,821 $578K
Alteri Wealth LLC 0.19% Reduce -0.3% 7,739 $572K
Aprio Wealth Management, LLC 0.03% Add +22.7% 7,726 $571K
IFG Advisory, LLC 0.02% Add +0.6% 7,686 $568K
Sfmg, LLC 0.04% No change 7,675 $567K
RFG Advisory, LLC 0.01% Add +1.0% 7,627 $563K
Lifelong Wealth Advisors, Inc. 0.15% Reduce -16.4% 7,625 $563K
GTS Securities LLC 0.02% Reduce -70.4% 7,610 $562K
Oarsman Capital, Inc. 0.07% No change 7,600 $561K
Quadrant Capital Group LLC 0.02% Add +3.2% 7,596 $561K
Fiduciary Alliance LLC 0.04% Add +0.8% 7,585 $560K
Stonebridge Capital Advisors LLC 0.04% Reduce -1.5% 7,569 $559K
Cahill Financial Advisors Inc. 0.06% No change 7,523 $556K
Perigon Wealth Management, LLC 0.01% Add +0.7% 7,513 $555K
Goelzer Investment Management, Inc. 0.03% Add +23.7% 7,486 $553K
Signaturefd, LLC 0.01% Reduce -0.6% 7,448 $550K
Parsons Capital Management Inc. 0.03% No change 7,447 $550K
KCM Investment Advisors LLC 0.02% No change 7,409 $547K
Ameritas Advisory Services, LLC 0.02% Add +358.1% 7,370 $544K
Trivium Point Advisory, LLC 0.05% Reduce -5.0% 7,357 $543K
CX Institutional 0.02% Add +4.8% 7,306 $540K
Danske Bank A/S 0.00% No change 7,299 $539K
Level Four Advisory Services, LLC 0.02% Reduce -13.0% 7,292 $539K
Fideuram Asset Management (Ireland) dac 0.04% — 7,614 $535K
CWA Asset Management Group, LLC 0.02% Reduce -56.5% 7,232 $534K
Marks Group Wealth Management, Inc 0.05% Add +1.1% 7,220 $533K
UMB Bank, n.a. 0.01% Add +84.3% 7,209 $532K
SageView Advisory Group, LLC 0.02% Add +0.6% 7,201 $532K
Corundum Group, Inc. 0.18% Add +0.5% 7,120 $526K
IFP Advisors, Inc 0.01% Add +9.6% 7,115 $526K
Parallel Advisors, LLC 0.01% Add +2.3% 7,105 $525K
Jackson Square Capital, LLC 0.10% Reduce -1.9% 7,091 $524K
Nicollet Investment Management, Inc. 0.16% No change 7,011 $518K
Martingale Asset Management L P 0.01% Reduce -93.8% 7,011 $518K
Glenview Trust Co 0.01% Reduce -24.1% 6,951 $513K
Mirabella Financial Services LLP 0.05% New 6,900 $510K
Peak Asset Management, LLC 0.09% Add +76.2% 6,864 $507K
Curi Capital, LLC 0.01% Add +36.6% 6,814 $506K
Romano Brothers and Company 0.06% Reduce -4.2% 6,824 $504K
Essex Financial Services, Inc. 0.03% Add +4.3% 6,742 $498K
Endeavor Private Wealth, Inc. 0.14% Reduce -6.7% 6,742 $498K
Stephens Inc. 0.01% Reduce -8.2% 6,663 $492K
Freedom Financial Partners LLC 0.18% Add +0.0% 6,576 $486K
Beese Fulmer Investment Management, Inc. 0.03% New 6,576 $486K
Candriam S.C.A. 0.00% New 6,550 $484K
Personal Cfo Solutions, LLC 0.08% Add +9.6% 6,540 $483K
Ashton Thomas Securities, LLC 0.09% Add +1.4% 6,495 $480K
Checchi Capital Advisers, LLC 0.03% Reduce -3.1% 6,476 $478K
Coastline Trust Co 0.04% No change 6,450 $476K
Segment Wealth Management, LLC 0.03% Add +3.0% 6,385 $472K
Bluespring Wealth Management, LLC 0.04% Reduce -4.8% 6,261 $466K
Lantz Financial LLC 0.10% Reduce -3.3% 6,294 $465K
Safeguard Investment Advisory Group, LLC 0.12% Add +0.5% 6,293 $465K
Csenge Advisory Group 0.02% Add +2.7% 6,292 $465K
Clearstead Advisors, LLC 0.01% Reduce -12.8% 6,286 $464K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -22.6% 6,275 $463K
Legacy Capital Group California, Inc. 0.11% Reduce -0.6% 6,251 $462K
First Foundation Advisors 0.02% No change 6,250 $462K
Hills Bank & Trust Co 0.03% Add +2.2% 6,184 $457K
Financial Engines Advisors L.L.C. 0.00% Add +23.5% 6,127 $453K
Atlantic Union Bankshares Corp 0.01% No change 6,110 $451K
Beto Financial Group, LLC 0.30% — 6,016 $448K
Virtu Financial LLC 0.02% New 6,011 $444K
Integris Wealth Management, LLC 0.10% Reduce -5.4% 6,000 $443K
Leonteq Securities AG 0.02% Reduce -29.9% 5,929 $438K
Fisher Asset Management 0.00% Add +46.7% 5,843 $432K
AlTi Global, Inc. 0.01% New 5,786 $431K
Sumitomo Life Insurance Co. 0.01% Reduce -0.1% 5,808 $429K
Earned Wealth Advisors, LLC 0.03% Reduce -0.2% 5,728 $423K
Cigna Investments Inc. 0.06% Add +1.1% 5,729 $423K
Petros Family Wealth, LLC 0.28% Add +90.4% 5,720 $422K
GC Wealth Management RIA, LLC 0.02% Reduce -53.9% 5,642 $417K
Spire Wealth Management 0.01% Add +4.5% 5,637 $416K
Private Trust Co. NA 0.04% Add +15.4% 5,612 $415K
First National Bank & Trust Co. of Newtown 0.08% No change 5,604 $414K
Fifth Third Wealth Advisors LLC 0.01% Reduce -3.6% 5,603 $414K
SC&H Financial Advisors, Inc. 0.06% No change 5,592 $413K
Wealthspire Advisors, LLC 0.00% Add +64.3% 5,575 $412K
Klein Pavlis & Peasley Financial, Inc. 0.24% Reduce -2.9% 5,564 $411K
Waycross Partners, LLC 0.03% No change 5,550 $410K
Moody National Bank Trust Division 0.04% Add +2.8% 5,539 $409K
AlphaCore Capital LLC 0.01% Add +231.2% 5,534 $409K
Syon Capital LLC 0.02% Add +7.3% 5,511 $407K
Keel Point, LLC 0.02% Add +2.6% 5,485 $405K
Park Place Capital Corp 0.08% Reduce -8.7% 5,469 $404K
AlphaGrep UK Ltd 0.13% — 5,452 $403K
HBK Sorce Advisory LLC 0.01% Reduce -3.0% 5,299 $402K
Everest Financial Group LLC 0.09% — 5,403 $399K
Carret Asset Management, LLC 0.04% No change 5,394 $398K
Bar Harbor Wealth Management 0.02% No change 5,389 $398K
Bravera Wealth 0.20% — 5,387 $398K
Lakeridge Wealth Management LLC 0.18% Add +0.7% 5,373 $397K
Brooklyn Investment Group 0.02% New 5,320 $394K
Inceptionr LLC 0.11% New 5,329 $394K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.2% 5,321 $393K
Welch Group, LLC 0.01% No change 5,279 $390K
Venture Visionary Partners LLC 0.01% No change 5,273 $389K
HUB Investment Partners, LLC 0.01% Add +1.5% 5,255 $388K
Partners Capital Investment Group, LLP 0.01% No change 5,211 $385K
CFS Investment Advisory Services, LLC 0.03% Add +21.0% 5,209 $385K
Heritage Trust Co 0.04% Add +0.1% 5,197 $384K
EntryPoint Capital, LLC 0.15% No change 5,178 $382K
Kestra Investment Management, LLC 0.01% Reduce -4.5% 5,178 $382K
TCI Wealth Advisors, Inc. 0.02% Add +7.4% 5,176 $382K
V-Square Quantitative Management LLC 0.04% New 5,163 $381K
Third View Private Wealth, LLC 0.05% — 5,154 $381K
Capital Investment Advisors, LLC 0.01% Add +0.1% 5,144 $380K
Frank, Rimerman Advisors LLC 0.02% Add +16.9% 5,107 $377K
Keudell/Morrison Wealth Management 0.08% — 5,099 $377K
Warwick Investment Management, Inc. 0.06% Add +2.5% 5,095 $376K
SkyView Investment Advisors, LLC 0.05% Reduce -11.3% 5,090 $376K
Castle Rock Wealth Management, LLC 0.08% Add +0.2% 4,950 $376K
Obermeyer Wealth Partners 0.02% Reduce -1.4% 5,085 $376K
James Hambro & Partners LLP 0.01% Reduce -6.0% 5,075 $375K
Alpha Cubed Investments, LLC 0.01% Reduce -0.6% 5,067 $374K
Intrua Financial, LLC 0.04% Reduce -2.1% 5,048 $373K
Stock Yards Bank & Trust Co. 0.01% Reduce -2.4% 5,046 $373K
Bernicke Wealth Management, Ltd. 0.05% — 4,985 $368K
MQS Management LLC 0.22% New 4,980 $368K
Krilogy Financial LLC 0.01% Add +24.9% 4,849 $367K
Fieldview Capital Management, LLC 0.06% New 4,971 $367K
Cullen/Frost Bankers, Inc. 0.00% Add +0.0% 4,948 $365K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +702.9% 4,938 $365K
International Assets Investment Management, LLC 0.02% Reduce -31.7% 4,925 $364K
Alerus Financial NA 0.02% Reduce -1.0% 4,854 $359K
Financial Advisors Network, Inc. 0.05% Add +2.9% 4,853 $358K
Bell Bank 0.02% No change 4,845 $358K
Vantage Financial Partners, LLC 0.07% No change 4,839 $357K
First Horizon Corp. 0.02% Add +17.1% 4,835 $357K
World Equity Group, Inc. 0.10% New 4,808 $355K
Waterloo Capital, L.P. 0.03% Reduce -4.7% 4,738 $350K
Access Financial Services, Inc. 0.13% Reduce -15.8% 4,705 $348K
MorganRosel Wealth Management, LLC 0.09% No change 4,700 $347K
Prime Capital Investment Advisors, LLC 0.00% Add +0.9% 4,666 $345K
Everpar Advisors LLC 0.13% Reduce -14.9% 4,658 $344K
Compound Planning, Inc. 0.01% Add +14.1% 4,654 $344K
Buska Wealth Management, LLC 0.13% Reduce -0.6% 4,646 $343K
Lifeworks Advisors, LLC 0.04% Add +11.4% 4,633 $342K
Concord Wealth Partners 0.04% Reduce -2.6% 4,622 $341K
WINTON GROUP Ltd 0.01% Reduce -83.8% 4,600 $340K
Affiance Financial, LLC 0.05% Reduce -23.3% 4,592 $339K
Nautilus Advisors LLC 0.22% Reduce -11.1% 4,577 $338K
West Family Investments, Inc. 0.08% No change 4,552 $336K
Claro Advisors Inc. 0.05% No change 4,531 $335K
Poinciana Advisors Group, LLC 0.26% No change 4,524 $334K
Principle Wealth Partners LLC 0.02% Add +0.8% 4,523 $334K
Brown Brothers Harriman & Co. 0.00% Add +202.1% 4,523 $334K
NorthCrest Asset Manangement, LLC 0.01% Reduce -36.6% 4,509 $334K
Horizon Investment Services, LLC 0.12% Add +1.9% 4,514 $333K
Evansbrook LLC 0.22% — 4,507 $333K
SageGuard Financial Group, LLC 0.05% — 4,498 $332K
Evergreen Capital Management LLC 0.01% Add +0.8% 4,437 $330K
nVerses Capital, LLC 0.74% — 4,447 $328K
Panagora Asset Management Inc. 0.00% Add +5.8% 4,418 $326K
Victory Financial Group, LLC 0.04% Add +13.6% 4,415 $326K
First Commonwealth Financial Corp 0.05% Reduce -3.3% 4,403 $325K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -6.5% 4,361 $322K
Advisory Alpha, LLC 0.01% Reduce -3.4% 4,332 $320K
Aventura Private Wealth, LLC 0.11% Reduce -1.1% 4,317 $319K
Bingham Private Wealth, LLC 0.27% — 4,302 $318K
Sheets Smith Wealth Management 0.03% Reduce -15.2% 4,283 $316K
Nations Financial Group Inc, /Ia/ 0.02% Add +68.3% 4,255 $314K
Tyche Wealth Partners LLC 0.05% Add +6.8% 4,254 $314K
Atlantic Family Wealth, LLC 0.24% Reduce -0.2% 4,247 $314K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.3% 4,223 $312K
Blue Water Asset Management 0.11% — 4,221 $312K
Equitable Holdings, Inc. 0.00% Add +36.9% 4,216 $311K
Simplicity Wealth,LLC 0.02% Add +3.8% 4,199 $310K
First Business Financial Services, Inc. 0.03% Reduce -3.0% 4,184 $309K
Trueblood Wealth Management, LLC 0.12% Reduce -5.0% 4,171 $308K
Sowell Financial Services LLC 0.01% Reduce -0.7% 4,147 $306K
Johnson Investment Counsel Inc. 0.00% No change 4,139 $306K
Montag A & Associates Inc. 0.01% No change 4,099 $305K
Gotham Asset Management 0.00% Reduce -4.5% 4,128 $305K
Apella Capital, LLC 0.01% New 4,120 $304K
Patrick M Sweeney & Associates, Inc. 0.19% No change 4,120 $304K
RDA Financial Network 0.07% Add +1.3% 4,109 $303K
MAI Capital Management 0.00% Add +48.3% 4,102 $303K
Triumph Capital Management 0.07% Add +0.3% 4,082 $301K
Boyum Wealth Architects LLC 0.14% Add +2.8% 4,016 $301K
Ballast Advisors LLC 0.08% Add +0.1% 4,065 $300K
Leverty Financial Group, LLC 0.07% Add +28.2% 4,058 $300K
JNBA Financial Advisors 0.03% Add +5.1% 4,041 $299K
Cidel Asset Management Inc. 0.02% No change 3,991 $295K
CSS LLC 0.05% Reduce -52.5% 3,983 $294K
Ingalls & Snyder LLC 0.01% No change 3,981 $294K
Paragon Capital Management LLC 0.15% No change 3,931 $290K
RNC Capital Management LLC 0.01% Add +0.2% 3,913 $289K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +40.6% 3,910 $289K
Crestwood Advisors Group, LLC 0.00% Add +25.6% 3,889 $287K
Financial Gravity Asset Management, Inc. 0.06% Reduce -0.7% 3,867 $286K
Birch Financial Group, LLC 0.16% New 3,856 $285K
Williams Jones Wealth Management, LLC. 0.00% Add +2.9% 3,848 $284K
DORVAL Corp 0.09% No change 3,842 $284K
Financially Speaking Inc 0.18% Add +0.1% 3,806 $281K
M.E. Allison & Co., Inc. 0.19% No change 3,800 $281K
SouthState Bank Corp 0.01% Reduce -1.8% 3,786 $280K
Wellspring Financial Advisors, LLC 0.02% New 3,756 $278K
Anchyra Partners LLC 0.08% — 3,745 $277K
Austin Private Wealth, LLC 0.02% Reduce -0.5% 3,745 $277K
Planning Center, Inc. 0.03% Reduce -1.8% 3,736 $276K
Integrated Advisors Network LLC 0.01% Reduce -4.2% 3,734 $276K
Summit Wealth Group LLC / Co. 0.04% New 3,711 $274K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -33.5% 3,706 $274K
Quarry LP 0.05% Add +11.8% 3,705 $274K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% — 3,703 $273K
Prelude Capital Management, LLC 0.02% Add +3.9% 3,690 $273K
Howe & Rusling Inc. 0.02% Add +8.5% 3,635 $268K
Fortress Financial Group, LLC 0.20% Add +0.7% 3,628 $268K
Lazari Capital Management, Inc. 0.09% Add +0.2% 3,620 $267K
Premier Path Wealth Partners, LLC 0.03% Add +5.6% 3,620 $267K
Accel Wealth Management 0.07% Reduce -7.1% 3,618 $267K
Daymark Wealth Partners, LLC 0.01% Reduce -2.1% 3,609 $267K
LCM Capital Management Inc 0.13% Add +0.5% 3,588 $265K
Rosenberg Matthew Hamilton 0.05% Add +0.3% 3,560 $263K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Add +0.2% 3,549 $262K
Alley Investment Management Company, LLC 0.03% Reduce -6.5% 3,541 $262K
Atlanta Consulting Group Advisors, LLC 0.06% Add +33.5% 3,491 $260K
HM Payson & Co. 0.00% No change 3,515 $260K
Hoese & Co LLP 0.18% No change 3,500 $259K
Kozak & Associates, Inc. 0.05% No change 3,473 $258K
STF Management LP 0.24% Reduce -59.0% 3,489 $258K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +0.7% 3,456 $257K
Ausdal Financial Partners, Inc. 0.01% Reduce -5.6% 3,463 $256K
Farmers & Merchants Investments Inc. 0.01% Reduce -28.1% 3,459 $255K
FSB Premier Wealth Management, Inc. 0.08% Add +0.1% 3,456 $255K
Scissortail Wealth Management, LLC 0.06% Reduce -5.5% 3,449 $255K
Sunpointe, LLC 0.08% Reduce -5.5% 3,422 $255K
First National Bank Sioux Falls 0.08% No change 3,404 $251K
Peoples Financial Services Corp. 0.12% No change 3,400 $251K
One Wealth Capital Management, LLC 0.11% Add +19.8% 3,400 $251K
Chesley Taft & Associates LLC 0.01% Add +0.4% 3,382 $250K
PFG Advisors 0.01% Reduce -17.8% 3,378 $250K
CoreFirst Bank & Trust 0.13% No change 3,370 $249K
BlueStem Wealth Partners, LLC 0.03% Reduce -2.5% 3,367 $249K
Mystic Asset Management, Inc. 0.06% No change 3,352 $248K
Boston Trust Walden Corp 0.00% No change 3,347 $247K
Sunbelt Securities, Inc. 0.02% Add +2.7% 3,335 $246K
Laurel Oak Wealth Management, LLC 0.04% — 3,330 $246K
Knollwood Investment Advisory, LLC 0.02% No change 3,323 $245K
SmartHarvest Portfolios, LLC 0.09% — 3,312 $245K
Smithfield Trust Co 0.01% No change 3,301 $244K
Ullmann Wealth Partners Group, LLC 0.03% Add +5.5% 2,998 $243K
Great Diamond Partners, LLC 0.05% Reduce -4.4% 3,292 $243K
Occidental Asset Management, LLC 0.03% Add +1.2% 3,280 $242K
Compass Financial Group, INC 0.03% Add +13.8% 3,275 $242K
Boulder Wealth Advisors, LLC 0.10% No change 3,270 $242K
ARS Wealth Advisors Group, LLC 0.02% Add +0.1% 3,269 $241K
Frec Markets, Inc. 0.07% — 3,266 $241K
Eastern Bank 0.00% Reduce -29.7% 3,264 $241K
JPL Wealth Management, LLC 0.06% Reduce -13.6% 3,254 $240K
Exencial Wealth Advisors, LLC 0.01% No change 3,242 $239K
Perennial Investment Advisors, LLC 0.02% Add +20.5% 3,236 $239K
Dynamic Technology Lab Private Ltd 0.05% New 3,222 $238K
Conning Inc. 0.01% Reduce -17.5% 3,220 $238K
Journey Strategic Wealth LLC 0.01% Add +25.9% 3,213 $237K
Kure Advisory, LLC 0.13% Reduce -8.8% 3,211 $237K
Centric Wealth Management 0.05% No change 3,183 $237K
Concord Asset Management, LLC 0.04% Reduce -0.0% 3,200 $236K
Avidian Wealth Enterprises, LLC 0.01% Add +2.3% 3,199 $236K
180 Wealth Advisors, LLC 0.03% New 3,193 $236K
Bank of Hawaii 0.01% Reduce -54.1% 3,172 $234K
Aviance Capital Partners, LLC 0.03% No change 3,163 $234K
Cornerstone Wealth Management, LLC 0.01% New 3,155 $233K
Drive Wealth Management, LLC 0.05% Add +0.9% 3,116 $232K
Dougherty & Associates, LLC 0.21% — 3,139 $232K
Confluence Wealth Services, Inc. 0.01% Add +11.2% 3,120 $230K
Portside Wealth Group, LLC 0.03% Reduce -3.9% 3,112 $230K
USAdvisors Wealth Management, LLC 0.08% Reduce -1.4% 3,108 $229K
Cyndeo Wealth Partners, LLC 0.01% Reduce -0.5% 3,089 $228K
Kennedy Capital Management LLC 0.00% No change 3,074 $227K
True Link Financial Advisors, LLC 0.01% Reduce -13.9% 3,063 $226K
Mutual Advisors, LLC 0.00% Add +1.7% 3,052 $225K
Phillips Wealth Planners LLC 0.18% Reduce -8.9% 2,931 $224K
Genesis Private Wealth, LLC 0.07% Reduce -9.1% 3,022 $223K
Wexford Capital LP 0.06% Reduce -65.3% 3,022 $223K
Diversified Enterprises, LLC 0.01% New 3,007 $222K
Moneta Group Investment Advisors LLC 0.00% Reduce -21.9% 3,006 $222K
North Star Asset Management Inc. 0.01% Add +0.1% 2,989 $221K
Accurate Wealth Management, LLC 0.03% Add +0.5% 2,960 $220K
L2 Asset Management, LLC 0.03% Add +9.9% 2,976 $220K
NTV Asset Management LLC 0.02% No change 2,968 $219K
Valued Retirements, Inc. 0.21% New 2,963 $219K
Capital Investment Advisory Services, LLC 0.02% Add +12.4% 2,958 $218K
Patton Fund Management, Inc. 0.03% Reduce -7.6% 2,950 $218K
Patriot Investment Management Group, Inc. 0.01% Reduce -9.9% 2,942 $217K
Trust Co 0.02% Add +2.1% 2,942 $217K
Sharpepoint LLC 0.13% New 2,933 $217K
Diversify Advisory Services, LLC 0.01% Add +2.1% 2,851 $216K
GHP Investment Advisors, Inc. 0.01% Add +0.4% 2,916 $215K
Madison Wealth Partners, Inc 0.04% New 2,914 $215K
Cranbrook Wealth Management, LLC 0.04% No change 2,905 $215K
Old National Bancorp 0.00% Reduce -6.4% 2,904 $214K
Ellenbecker Investment Group 0.03% Add +0.1% 2,900 $214K
Insigneo Advisory Services, LLC 0.02% Reduce -5.2% 2,899 $214K
MJT & Associates Financial Advisory Group, Inc. 0.16% No change 2,879 $213K
Longboard Asset Management, LP 1.35% No change 2,872 $212K
FourThought Financial Partners, LLC 0.02% New 2,872 $212K
Ramsay, Stattman, Vela & Price, Inc. 0.04% No change 2,870 $212K
Midwest Trust Co 0.00% New 2,843 $210K
Lloyd Advisory Services, LLC. 0.08% Add +9.6% 2,819 $208K
Avantax Planning Partners, Inc. 0.01% Reduce -6.4% 2,819 $208K
Mindset Wealth Management, LLC 0.05% No change 2,806 $207K
Price Financial Group Wealth Management, Inc 6.55% — 2,697 $207K
Baker Boyer National Bank 0.06% No change 2,800 $207K
Quantum Financial Advisors, LLC 0.02% Add +2.5% 2,796 $207K
Clifford Swan Investment Counsel LLC 0.01% No change 2,796 $207K
Inspire Advisors, LLC 0.02% Add +0.5% 2,790 $206K
Pinnacle Associates Ltd. 0.00% Reduce -2.7% 2,787 $206K
Hantz Financial Services, Inc. 0.00% Add +70.4% 2,774 $205K
Signal Advisors Wealth, LLC 0.02% New 2,770 $205K
Significant Wealth Partners LLC 0.23% Reduce -56.1% 2,763 $204K
Gilman Hill Asset Management, LLC 0.03% No change 2,750 $203K
Wealth Group Ltd 0.05% No change 2,747 $203K
Ascentis Independent Advisors 0.03% Add +4.9% 2,743 $203K
Colonial Trust Co / SC 0.03% Reduce -0.5% 2,732 $202K
Walker Asset Management, LLC 0.11% Add +0.7% 2,730 $202K
SilverOak Wealth Management LLC 0.03% New 2,721 $201K
Purpose Unlimited Inc. 0.01% — 2,682 $198K
Ancora Advisors LLC 0.00% Add +5.1% 2,660 $196K
Cary Street Partners Financial LLC 0.00% Add +1.4% 2,648 $196K
High Note Wealth, LLC 0.04% Reduce -2.8% 2,621 $194K
City State Bank 0.05% Add +0.4% 2,603 $192K
Basecamp Wealth Advisors LLC 0.04% — 2,586 $191K
Old Second National Bank of Aurora 0.04% Reduce -3.8% 2,548 $188K
Hilltop National Bank 0.05% No change 2,529 $187K
E Fund Management (Hong Kong) Co., Ltd. 0.06% Add +265.5% 2,500 $186K
State of Wyoming 0.02% New 2,513 $186K
Founders Capital Management 0.10% No change 2,500 $185K
Sound Income Strategies, LLC 0.01% Add +14.4% 2,439 $184K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 2,376 $175K
N.E.W. Advisory Services LLC 0.01% Add +2.2% 2,349 $173K
Whipplewood Advisors, LLC 0.11% No change 2,326 $172K
St Germain D J Co. Inc. 0.01% Add +10.1% 2,321 $171K
Motco 0.02% No change 2,266 $167K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,241 $166K
Versant Capital Management, Inc 0.02% Add +1.4% 2,239 $165K
Virtus Investment Advisers, LLC 0.04% New 2,202 $163K
Creative Capital Management Investments LLC 0.05% Add +1.1% 2,162 $160K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.8% 2,150 $159K
Family Capital Trust Co 0.05% Add +1.2% 2,129 $157K
LRI Investments, LLC 0.01% Reduce -8.5% 2,068 $153K
Millstone Evans Group, LLC 0.09% Add +15.3% 2,052 $152K
Ascentis Wealth Management, LLC 0.04% New 2,020 $149K
Chilton Capital Management LLC 0.01% No change 2,000 $148K
Pinnacle Wealth Planning Services, Inc. 0.02% New 1,990 $147K
Riverview Trust Co 0.18% No change 1,988 $147K
Cromwell Holdings LLC 0.08% No change 1,918 $143K
Costello Asset Management, INC 0.05% Add +1.4% 1,914 $141K
Lummis Asset Management, LP 0.09% No change 1,899 $140K
Parkside Financial Bank & Trust 0.01% Add +20.0% 1,894 $140K
Marquette Asset Management, LLC 0.02% Add +9.2% 1,867 $138K
Steph & Co. 0.04% Reduce -3.1% 1,853 $137K
Elyxium Wealth, LLC 0.04% New 1,851 $137K
Cherry Tree Wealth Management, LLC 0.03% Add +0.2% 1,834 $135K
Golden State Wealth Management, LLC 0.01% No change 1,823 $135K
CoreCap Advisors, LLC 0.00% Reduce -0.2% 1,821 $134K
Colonial Trust Advisors 0.01% No change 1,795 $133K
Summit Securities Group LLC 0.02% Add +826.6% 1,779 $131K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,700 $130K
Whittier Trust Co. 0.00% Add +0.4% 1,672 $124K
Bank of New Hampshire 0.03% No change 1,629 $120K
Westfuller Advisors, LLC 0.05% Reduce -1.2% 1,574 $117K
MTM Investment Management, LLC 0.04% No change 1,584 $117K
CYBER HORNET ETFs LLC 0.07% Add +7.0% 1,583 $117K
Hanson & Doremus Investment Management 0.01% Reduce -2.7% 1,549 $114K
Avalon Trust Co 0.01% Reduce -16.5% 1,509 $111K
Sentry Investment Management LLC 0.07% No change 1,509 $111K
First Community Trust NA 0.08% No change 1,500 $111K
Whittier Trust Co. of Nevada Inc. 0.00% Add +119.2% 1,471 $109K
Intesa Sanpaolo Wealth Management 0.02% — 1,464 $108K
Root Financial Partners, LLC 0.01% Add +7.6% 1,437 $106K
Manchester Capital Management LLC 0.01% Reduce -38.7% 1,413 $104K
Ostrum Asset Management 0.00% Reduce -25.0% 1,394 $103K
Richardson Financial Services Inc. 0.03% Add +24.8% 1,360 $100K
North Ridge Wealth Advisors, Inc. 0.06% No change 1,356 $100K
Capital Advisors, Ltd. LLC 0.01% No change 1,301 $96K
GeoWealth Management, LLC 0.00% Reduce -59.6% 1,285 $95K
Country Trust Bank 0.00% No change 1,283 $95K
Pinnacle Bancorp, Inc. 0.03% Reduce -6.6% 1,277 $94K
IAG Wealth Partners, LLC 0.01% No change 1,276 $94K
Flagship Wealth Advisors, LLC 0.03% No change 1,267 $94K
Wolff Wiese Magana LLC 0.05% Add +0.3% 1,222 $90K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,225 $90K
Catalyst Capital Advisors LLC 0.00% Reduce -23.8% 1,212 $90K
Delos Wealth Advisors, LLC 0.06% No change 1,200 $89K
Prudent Man Investment Management, Inc. 0.03% Add +489.0% 1,178 $87K
SBI Securities Co., Ltd. 0.00% Add +7.2% 1,174 $87K
Dorato Capital Management 0.06% — 1,112 $85K
Vision Financial Markets LLC 0.08% No change 1,110 $82K
Harbor Investment Advisory, LLC 0.01% Add +1036.1% 1,102 $81K
Harbor Asset Planning, Inc. 0.07% No change 1,092 $81K
Foster Dykema Cabot & Partners, LLC 0.00% No change 1,069 $80K
Optiver Holding B.V. 0.00% Reduce -21.4% 1,071 $79K
NBT Bank, N.A. 0.01% Reduce -8.1% 148 $79K
North Star Investment Management Corp. 0.00% Add +1.3% 1,051 $78K
Heritage Wealth Advisors 0.00% No change 1,040 $77K
Washington Trust Advisors, Inc. 0.01% No change 1,030 $76K
Quent Capital, LLC 0.01% Add +2.9% 1,027 $76K
Front Row Advisors LLC 0.03% No change 1,013 $75K
Capital Analysts, LLC 0.00% Add +242.1% 1,016 $75K
Steigerwald, Gordon & Koch Inc. 0.01% Add +248.3% 1,003 $74K
Loomis Sayles & Co. L P 0.00% Add +10.8% 1,003 $74K
Hager Investment Management Services, LLC 0.04% No change 1,000 $74K
Oakworth Capital, Inc. 0.00% No change 989 $73K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +39.2% 980 $73K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -40.3% 986 $73K
Keating Financial Advisory Services, Inc. 0.01% — 984 $73K
Financial Consulate, Inc. 0.01% Add +18.5% 982 $73K
Centennial Bank 0.03% No change 947 $70K
IFS Advisors, LLC 0.04% Reduce -1.5% 942 $70K
Deseret Mutual Benefit Administrators 0.03% No change 920 $68K
Bell Investment Advisors, Inc 0.01% Add +8.2% 906 $67K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $67K
Bullock Wealth Management Group 0.03% — 893 $66K
FSA Advisors, Inc. 0.05% New 15,126 $65K
True Wealth Design, LLC 0.02% Reduce -8.4% 884 $65K
Covestor Ltd 0.03% Add +156.7% 883 $65K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +452.5% 873 $64K
Addison Advisors LLC 0.01% No change 857 $63K
Creative Financial Designs Inc. 0.00% Add +0.6% 853 $63K
DV Equities, LLC 0.01% — 822 $61K
Burkett Financial Services, LLC 0.02% Reduce -15.8% 818 $60K
Truvestments Capital LLC 0.01% Reduce -10.8% 814 $60K
Aster Capital Management (DIFC) Ltd 0.03% New 796 $59K
Ossiam 0.00% Reduce -65.9% 796 $59K
Salomon & Ludwin, LLC 0.01% Add +52.6% 777 $58K
Financial Perspectives, Inc 0.02% No change 767 $57K
SHP Wealth Management 0.00% — 742 $55K
McIlrath & Eck, LLC 0.01% Add +0.7% 733 $54K
Strengthening Families & Communities, LLC 0.02% Reduce -2.4% 725 $54K
South Plains Financial, Inc. 0.03% New 723 $53K
Broadwater Capital Management LLC 0.04% Reduce -75.0% 720 $53K
Ransom Advisory, Ltd 0.02% No change 702 $52K
Essential Partners LLC 0.02% Reduce -2.0% 690 $51K
RMG Wealth Management LLC 0.01% Add +3.9% 673 $51K
GS Investments, Inc. 0.03% No change 672 $50K
Kimelman & Baird, LLC 0.00% No change 652 $48K
Prestige Wealth Management Group LLC 0.01% No change 631 $47K
SOA Wealth Advisors, LLC. 0.01% No change 636 $47K
Tower View Wealth Management LLC 0.02% Add +19.7% 631 $47K
Toth Financial Advisory Corp. 0.01% Add +397.6% 627 $46K
Bfsg, LLC 0.00% Add +8.8% 621 $46K
Tsfg, LLC 0.01% No change 609 $45K
Canopy Partners, LLC 0.01% Add +6.1% 608 $45K
Towne Trust Company, N.A 0.01% No change 584 $43K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.3% 579 $43K
Strategic Wealth Advisors LLC 0.04% — 590 $43K
Gilpin Wealth Management, LLC 0.03% — 578 $43K
Piscataqua Savings Bank 0.03% No change 575 $42K
Elevation Wealth Partners, LLC 0.01% Add +14.2% 572 $42K
Rothschild Investment LLC 0.00% Reduce -13.5% 571 $42K
Caldwell Trust Co 0.00% Reduce -35.6% 569 $42K
Bruce G. Allen Investments, LLC 0.03% Add +17.5% 550 $41K
Ankerstar Wealth, LLC 0.04% — 533 $40K
Luken Investment Analytics, LLC 0.02% Add +0.9% 531 $39K
Advocate Investing Services LLC 0.03% — 520 $38K
Measured Wealth Private Client Group, LLC 0.01% No change 519 $38K
Crews Bank & Trust 0.01% No change 504 $37K
Monetary Management Group Inc. 0.01% No change 500 $37K
Archer Investment Corp 0.01% No change 500 $37K
BankPlus Trust Department 0.01% No change 483 $36K
Collier Financial 0.03% Add +0.6% 472 $35K
Pittenger & Anderson Inc. 0.00% Add +73.8% 471 $35K
Tidemark, LLC 0.01% No change 465 $34K
Beacon Financial Strategies CORP 0.02% New 450 $33K
GW&K Investment Management, LLC 0.00% Add +2.8% 447 $33K
JFS Wealth Advisors, LLC 0.00% Add +14.8% 428 $32K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $30K
Garton & Associates Financial Advisors LLC 0.02% — 401 $30K
Strategic Investment Solutions, Inc. 0.01% No change 400 $30K
First Command Advisory Services, Inc. 0.00% No change 400 $30K
CVA Family Office, LLC 0.00% Add +3.9% 398 $29K
Winch Advisory Services, LLC 0.01% Add +0.8% 398 $29K
Trust Co. of Vermont 0.00% No change 396 $29K
Strategic Wealth Partners, Ltd. 0.00% No change 372 $27K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $27K
Abound Wealth Management 0.01% Add +394.5% 361 $27K
Adirondack Trust Co. 0.01% Reduce -6.3% 359 $27K
Curio Wealth, LLC 0.01% Add +31.7% 341 $25K
Vermillion & White Wealth Management Group, LLC 0.01% No change 339 $25K
Webster Bank, N. A. 0.00% No change 325 $24K
Optima Capital LLC 0.01% New 322 $24K
Nemes Rush Group LLC 0.00% Add +0.6% 314 $23K
Commonwealth Retirement Investments LLC 0.01% New 309 $23K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% — 307 $23K
Glen Eagle Advisors, LLC 0.00% Reduce -14.3% 300 $22K
ORG Partners LLC 0.00% Reduce -5.7% 296 $22K
Basepoint Wealth LLC 0.01% New 290 $21K
Flagship Harbor Advisors, LLC 0.00% New 290 $21K
Fortitude Family Office, LLC 0.01% Reduce -3.6% 290 $21K
American National Bank & Trust 0.00% No change 290 $21K
Missouri Trust & Investment Co 0.01% No change 287 $21K
Richard W. Paul & Associates, LLC 0.01% Reduce -10.1% 286 $21K
Fairscale Capital, LLC 0.01% No change 277 $21K
Blueline Advisors LLC 0.02% — 278 $21K
Private Wealth Asset Management, LLC 0.00% No change 276 $20K
MCF Advisors LLC 0.00% No change 270 $20K
Olistico Wealth, LLC 0.01% New 261 $19K
Rossby Financial, LCC 0.01% Add +44.0% 252 $19K
MidFirst Bank 0.00% — 252 $19K
Mb, Levis & Associates, LLC 0.01% No change 250 $18K
Bangor Savings Bank 0.00% No change 250 $18K
Armstrong Advisory Group, Inc. 0.00% No change 245 $18K
Elevated Capital Advisors, LLC 0.00% New 242 $18K
Meeder Asset Management Inc. 0.00% Reduce -99.7% 239 $18K
Asset Dedication, LLC 0.00% Add +12.8% 238 $18K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $17K
Kemnay Advisory Services Inc. 0.00% New 235 $17K
Laurel Wealth Advisors LLC 0.00% New 230 $17K
Global Wealth Strategies & Associates 0.00% No change 228 $17K
Physician Wealth Advisors, Inc. 0.00% Add +5.8% 219 $16K
MV Capital Management, Inc. 0.00% No change 218 $16K
DecisionPoint Financial, LLC 0.00% Add +1476.9% 205 $15K
Meramec Financial Planners, LLC 0.01% — 196 $15K
Scarborough Advisors, LLC 0.00% Reduce -29.8% 200 $15K
Westside Investment Management, Inc. 0.00% Add +8.2% 197 $15K
Signature Equity Partners, LLC 0.01% — 196 $14K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $14K
Caitlin John, LLC 0.01% Add +0.5% 190 $14K
BOK Financial Private Wealth, Inc. 0.00% No change 187 $14K
Greenline Wealth Management LLC 0.01% — 185 $14K
Medallion Wealth Advisors, LLC 0.00% No change 184 $14K
Kingdom Financial Group LLC. 0.00% New 182 $13K
Motiv8 Investments LLC 0.01% New 171 $13K
GPS Wealth Strategies Group, LLC 0.01% Reduce -89.7% 175 $13K
Sittner & Nelson, LLC 0.00% No change 169 $13K
Rialto Wealth Management, LLC 0.00% No change 172 $13K
PFS Partners, LLC 0.01% Add +0.6% 165 $12K
Financial Management Professionals, Inc. 0.00% Add +11.7% 162 $12K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 162 $12K
S&T Bank 0.00% Reduce -11.2% 159 $12K
Eq Wealth Advisors, LLC 0.01% New 158 $12K
Estate Planners Group, LLC 0.01% — 158 $12K
Strive Financial Group ,LLC 0.01% — 153 $11K
MilWealth Group LLC 0.00% No change 148 $11K
Godfrey Financial Associates, Inc. 0.01% — 144 $11K
Wellington-Altus USA Inc. 0.01% — 141 $10K
Dunhill Financial, LLC 0.00% Add +5.3% 139 $10K
Clearstead Trust, LLC 0.00% Reduce -14.8% 138 $10K
Dogwood Wealth Management LLC 0.00% Reduce -7.4% 137 $10K
United Community Bank 0.00% Add +737.5% 134 $10K
Howard Hughes Medical Institute 0.01% No change 127 $9K
Investors Portfolio Services LLC 0.01% — 121 $9K
Valued Wealth Advisors LLC 0.00% Add +3.5% 117 $9K
Dagco, Inc. 0.00% No change 118 $9K
Avion Wealth 0.00% Reduce -9.8% 120 $8K
Valley National Advisers Inc. 0.00% Add +2.6% 116 $8K
NFSG Corp 0.00% New 105 $8K
Duncker Streett & Co. Inc. 0.00% No change 100 $7K
TD Waterhouse Canada Inc. 0.00% Reduce -56.1% 100 $7K
Clayton Financial Group LLC 0.00% New 99 $7K
DT Investment Partners, LLC 0.00% No change 98 $7K
West Financial Advisors, LLC 0.00% New 97 $7K
Torren Management, LLC 0.00% — 95 $7K
Red Tortoise LLC 0.00% No change 95 $7K
Aspect Partners, LLC 0.00% Add +3.5% 88 $7K
Fairman Group, LLC 0.01% New 86 $6K
Cornerstone Planning Group LLC 0.00% Add +833.3% 84 $6K
Highline Wealth Partners LLC 0.00% Add +53.6% 86 $6K
LGT Financial Advisors LLC 0.04% No change 85 $6K
Arlington Trust Co LLC 0.00% New 84 $6K
Sachetta, LLC 0.00% No change 79 $6K
Evolution Wealth Management Inc. 0.00% No change 75 $6K
Mascoma Wealth Management LLC 0.00% No change 75 $6K
GoalVest Advisory LLC 0.00% No change 75 $6K
Cape Investment Advisory, Inc. 0.00% Add +94.7% 74 $5K
Boreal Capital Management LLC 0.00% No change 72 $5K
Raffa Wealth Management, LLC 0.00% No change 72 $5K
Great Lakes Advisors, LLC 0.00% No change 69 $5K
Bare Financial Services, Inc 0.00% No change 62 $5K
Grove Bank & Trust 0.00% No change 61 $5K
Cornerstone Financial Management LLC 0.00% — 60 $4K
Ares Financial Consulting, LLC 0.00% — 59 $4K
TFC Financial Management, Inc. 0.00% No change 57 $4K
Proathlete Wealth Management LLC 0.00% New 57 $4K
POM Investment Strategies, LLC 0.00% New 56 $4K
Transamerica Financial Advisors, LLC 0.00% Add +2.0% 52 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 52 $4K
Independence Bank of Kentucky 0.00% Reduce -33.3% 50 $4K
Plante Moran Financial Advisors, LLC 0.00% Add +51.5% 50 $4K
Anchor Investment Management, LLC 0.00% No change 48 $4K
Bay Harbor Wealth Management, LLC 0.00% Add +43.8% 46 $3K
Turning Point Benefit Group, Inc. 0.00% New 46 $3K
Pacifica Partners Inc. 0.00% No change 45 $3K
Wilkerson Advisory Group LLC 0.00% — 44 $3K
Penserra Capital Management LLC 0.00% Add +6.3% 51 $3K
Clark Wealth Partners 0.00% No change 40 $3K
Stone House Investment Management, LLC 0.00% No change 40 $3K
SJS Investment Consulting Inc. 0.00% Add +105.3% 39 $3K
Granite FO LLC 0.00% No change 39 $3K
Hughes Financial Services, LLC 0.00% Add +21.9% 39 $3K
Kilter Group LLC 0.00% Reduce -22.2% 35 $3K
Holos Integrated Wealth LLC 0.00% No change 33 $2K
WPG Advisers, LLC 0.00% No change 32 $2K
Key Capital Management, INC 0.00% — 30 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 30 $2K
Principia Wealth Advisory, LLC 0.00% Add +20.8% 29 $2K
Key Financial Inc 0.00% No change 29 $2K
WestEnd Advisors, LLC 0.00% Reduce -7.4% 25 $2K
American Capital Advisory, LLC 0.00% Add +75.0% 21 $2K
Signature Resources Capital Management, LLC 0.00% No change 19 $1K
Sunrise Financial Services, LLC 0.00% — 18 $1K
Winnacle Wealth LLC 0.00% No change 17 $1K
Private Wealth Management Group, LLC 0.00% Reduce -78.2% 17 $1K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -16.7% 15 $1K
TD Capital Management LLC 0.00% No change 14 $1K
Hazlett, Burt & Watson, Inc. 0.00% New 19 $1K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -57.1% 18 $1K
WealthCollab, LLC 0.00% No change 13 $961
Retirement Wealth Solutions LLC 0.00% No change 12 $887
HFM Investment Advisors, LLC 0.00% No change 12 $887
Quaker Wealth Management, LLC 0.00% Add +57.1% 11 $813
1015 Capital Partners, LLC 0.00% — 11 $812
Caitong International Asset Management Co., Ltd 0.00% Reduce -96.2% 11 $812
Three Bearings Fiduciary Advisors, Inc. 0.00% — 10 $761
Prosperity Bancshares Inc 0.00% — 9 $665
Networth Advisors, LLC 0.00% — 9 $665
Quattro Advisors LLC 0.00% — 9 $665
Wealth Watch Advisors, INC 0.00% Reduce -57.1% 9 $665
Davis Capital Management 0.00% Add +100.0% 8 $591
Atlas Capital Advisors Inc. 0.00% — 8 $590
NorthAvenue LLC 0.00% — 7 $518
Breakwater Investment Management 0.00% No change 7 $518
Seneschal Advisors, LLC 0.00% No change 5 $370
IMA Advisory Services, Inc. 0.00% No change 3 $223
Arcadia Investment Management Corp. 0.00% New 2 $148
Murphy & Mullick Capital Management Corp 0.00% New 1 $74

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