Xcel EnergyXEL

13F holders, Q1 2026 (March 31)
1,275holders +22
111new positions
85sold out
9famous investors
$79.46avg. 13F price*

At the end of Q1 2026, 1,275 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 22 from Q4 2025. 111 opened new positions and 85 sold out. The largest holders were BlackRock, Inc. ($4.3B), Vanguard Capital Management LLC ($3.1B) and State Street Corp. ($3.0B). 9 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Steve Cohen (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions111$208.5M
Exits85$283.0M

All 13F filers, Q4 2025 → Q1 2026: 55,880,251 shares bought and 51,264,932 shares sold, net +4,615,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,275 holders

BlackRock, Inc. 0.08% Add +2.4% 53,911,407 $4.3B
Vanguard Capital Management LLC 0.08% — 39,489,162 $3.1B
State Street Corp. 0.10% Add +2.2% 37,125,656 $3.0B
Vanguard Portfolio Management LLC 0.14% — 34,776,475 $2.8B
Bank of America Corp. 0.17% Add +5.9% 29,441,811 $2.3B
JPMorgan Chase & Co. 0.15% Add +16.8% 28,698,967 $2.3B
Capital Research Global Investors 0.34% Add +671.9% 27,258,524 $2.2B
Invesco Ltd. 0.16% Reduce -0.2% 21,168,462 $1.7B
Massachusetts Financial Services Co. 0.49% Reduce -3.9% 18,078,640 $1.4B
Geode Capital Management, LLC 0.08% Add +3.0% 16,994,532 $1.3B
GQG Partners LLC 1.41% Reduce -9.3% 11,193,162 $889.2M
Aristotle Capital Management, LLC 1.85% Reduce -4.1% 11,106,321 $882.3M
Pictet Asset Management Holding SA 0.74% Add +37.1% 8,871,863 $704.8M
Franklin Resources Inc. 0.15% Add +13.8% 7,767,142 $617.0M
T. Rowe Price Associates Inc. 0.07% Reduce -69.9% 7,563,510 $600.8M
Morgan Stanley 0.03% Add +2.5% 7,169,719 $569.6M
Goldman Sachs Group Inc. 0.07% Reduce -10.2% 7,011,639 $557.0M
FMR LLC 0.03% Add +5.7% 6,719,206 $533.8M
Legal & General Group Plc 0.11% Reduce -0.7% 6,201,035 $492.6M
Barrow Hanley Mewhinney & Strauss LLC 1.45% Reduce -2.4% 5,572,658 $442.7M
Northern Trust Corp. 0.05% Reduce -0.8% 5,129,379 $407.5M
Deutsche Bank AG 0.11% Add +45.8% 4,017,084 $319.1M
Charles Schwab Investment Management Inc. 0.05% Add +2.7% 3,941,265 $313.1M
Royal Bank of Canada 0.06% Add +5.4% 3,872,314 $307.6M
Newport Trust Company, LLC 0.71% Reduce -1.6% 3,659,878 $290.7M
Reaves W H & Co. Inc. 4.68% Reduce -0.9% 3,548,909 $281.9M
Bank of New York Mellon Corp 0.05% Reduce -1.9% 3,499,718 $278.0M
Vanguard Fiduciary Trust Co. 0.07% — 3,356,232 $266.6M
UBS Group AG 0.05% Add +36.4% 3,232,677 $256.8M
Boston Partners 0.25% Add +46.6% 2,968,362 $235.8M
American Century Companies Inc. 0.12% Reduce -3.7% 2,966,739 $235.7M
Federated Hermes, Inc. 0.38% Reduce -20.4% 2,912,161 $231.3M
Nuveen, LLC 0.06% Add +4.2% 2,909,492 $231.1M
Qube Research & Technologies Ltd 0.32% Add +63.6% 2,837,833 $225.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +2.5% 2,722,871 $216.3M
Mitsubishi UFJ Trust & Banking Corp 0.52% Add +9.7% 2,642,020 $209.9M
Zimmer Partners, LP 5.33% Reduce -4.0% 2,629,300 $208.9M
CBRE Investment Management Listed Real Assets LLC 3.07% Add +11.8% 2,597,721 $206.4M
Russell Investments Group, Ltd. 0.21% Add +7.2% 2,494,135 $198.1M
Duff & Phelps Investment Management Co. 2.00% Add +3.1% 2,424,903 $192.6M
Magellan Asset Management Ltd 2.39% Add +9.7% 2,316,759 $184.0M
Amundi 0.05% Add +97.2% 2,212,376 $175.8M
BNP Paribas Financial Markets 0.12% Add +31.8% 2,169,250 $172.3M
Nordea Investment Management AB 0.15% Reduce -15.9% 2,101,359 $164.8M
Dimensional Fund Advisors LP 0.03% Add +3.1% 2,052,030 $163.0M
Principal Financial Group Inc. 0.08% Reduce -5.8% 1,961,725 $155.8M
Ameriprise Financial Inc. 0.04% Add +2.8% 1,953,446 $155.2M
Jennison Associates LLC 0.10% Reduce -2.0% 1,921,483 $152.6M
Electron Capital Partners, LLC 7.16% Reduce -0.9% 1,918,768 $152.4M
Cohen & Steers, Inc. 0.26% Add +63.6% 1,863,026 $148.0M
Raymond James Financial Inc. 0.04% Reduce -14.4% 1,831,826 $145.5M
OMERS ADMINISTRATION Corp 0.92% Add +0.3% 1,791,423 $142.3M
Toronto Dominion Bank 0.27% Reduce -4.7% 1,754,412 $139.4M
Swiss National Bank 0.08% Add +7.1% 1,736,000 $137.9M
LPL Financial LLC 0.04% Reduce -6.4% 1,666,224 $132.4M
Wells Fargo & Company 0.03% Reduce -9.5% 1,619,458 $128.6M
Adage Capital Partners Gp, L.L.C. 0.19% Add +114.4% 1,573,942 $125.0M
Merewether Investment Management, LP 2.36% Reduce -29.4% 1,531,542 $121.7M
Sumitomo Mitsui Trust Group, Inc. 0.07% Reduce -4.9% 1,445,804 $114.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +8.5% 1,405,123 $111.6M
Barclays PLC 0.04% Reduce -86.1% 1,390,504 $110.5M
Millennium Management 0.08% Reduce -38.9% 1,348,112 $107.1M
HSBC Holdings PLC 0.06% Add +4.1% 1,343,595 $106.6M
Freestone Grove Partners LP 0.75% Reduce -0.7% 1,299,463 $103.2M
Vanguard Global Advisers, LLC 0.06% — 1,291,973 $102.6M
Balyasny Asset Management L.P. 0.20% Add +53.5% 1,220,413 $96.9M
Janus Henderson Group PLC 0.04% Reduce -10.7% 1,163,008 $92.4M
HITE Hedge Asset Management LLC 5.22% Reduce -30.5% 1,160,099 $92.2M
Sei Investments Co. 0.08% Add +3.6% 1,157,937 $92.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.08% — 1,112,971 $88.4M
California Public Employees Retirement System 0.05% Reduce -30.0% 1,068,800 $84.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.43% Reduce -5.5% 1,050,096 $83.4M
Regions Financial Corp. 0.53% Reduce -0.9% 1,032,974 $82.1M
Envestnet Asset Management Inc. 0.02% Reduce -11.2% 1,029,496 $81.8M
Point72 Asset Management 0.15% Reduce -50.9% 1,022,596 $81.2M
Energy Income Partners, LLC 1.28% Add +66.4% 1,000,644 $79.5M
ExodusPoint Capital Management, LP 0.78% Add +10.7% 994,110 $79.0M
Nomura Asset Management International Inc. 0.13% Reduce -23.1% 989,935 $78.6M
Rhumbline Advisers 0.07% Reduce -1.7% 985,496 $78.3M
First Trust Advisors LP 0.06% Reduce -33.5% 981,419 $78.0M
Arrowstreet Capital, Limited Partnership 0.04% Add +1087.4% 936,583 $74.4M
ProShare Advisors LLC 0.10% Reduce -14.5% 884,145 $70.2M
Citigroup Inc. 0.04% Reduce -38.8% 856,342 $68.0M
Victory Capital Management Inc. 0.04% Add +11.1% 838,186 $66.6M
Mizuho Markets Americas LLC 1.78% New 805,100 $64.0M
Zurich Insurance Group Ltd 0.49% Add +256.0% 779,301 $61.9M
National Pension Service 0.05% Add +9.2% 755,896 $60.0M
Vaughan David Investments LLC 1.21% Add +1.5% 721,070 $57.3M
AQR Capital Management 0.03% Reduce -9.9% 713,762 $56.1M
Citadel Advisors 0.04% Add +81.1% 700,860 $55.7M
Treasurer of the State of North Carolina 0.17% Add +7.5% 689,089 $54.7M
Bank of Montreal 0.02% Reduce -77.8% 687,854 $54.6M
California State Teachers Retirement System 0.06% Reduce -3.1% 684,478 $54.4M
Two Sigma Investments, LP 0.05% Add +211.2% 673,398 $53.5M
Teilinger Capital Ltd. 33.77% Add +85.9% 660,000 $52.4M
Old Republic International Corp. 2.05% Reduce -1.1% 647,800 $51.5M
Macquarie Group Ltd. 0.30% Add +50.4% 623,130 $49.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -5.5% 617,464 $49.1M
Anchor Capital Advisors LLC 1.39% Reduce -1.1% 616,558 $49.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +13.5% 576,752 $45.8M
Vanguard Investments Australia, Ltd. 0.13% — 575,096 $45.7M
Alliancebernstein L.P. 0.01% Reduce -26.5% 614,544 $45.4M
EP Wealth Advisors, LLC 0.22% Add +3.0% 565,921 $45.0M
Renaissance Technologies 0.07% Add +163.8% 543,600 $43.2M
Gabelli Funds LLC 0.29% Reduce -0.1% 531,216 $42.2M
State Board of Administration of Florida Retirement System 0.08% No change 525,632 $41.8M
Allspring Global Investments Holdings, LLC 0.07% Add +0.2% 507,247 $40.4M
Soros Fund Management 0.75% Reduce -30.5% 508,440 $40.4M
Donaldson Capital Management, LLC 1.25% Add +5.1% 483,726 $38.4M
Hudson Bay Capital Management LP 0.25% Reduce -24.7% 471,633 $37.5M
SG Americas Securities, LLC 0.04% Reduce -61.7% 471,299 $37.4M
Creative Planning 0.02% Add +29.6% 441,228 $35.1M
Tortoise Capital Advisors, L.L.C. 0.36% Add +10.4% 440,626 $35.0M
Quantinno Capital Management LP 0.06% Add +23.2% 423,810 $33.7M
New York State Teachers Retirement System 0.07% No change 416,866 $33.1M
Panagora Asset Management Inc. 0.12% Add +9242.7% 412,761 $32.8M
NEOS Investment Management LLC 0.16% Reduce -2.2% 406,335 $32.3M
Voloridge Investment Management, LLC 0.13% Reduce -8.0% 405,802 $32.2M
Mairs & Power Inc. 0.33% Add +1.5% 402,263 $32.0M
National Bank of Canada 0.03% Add +8.8% 401,187 $31.9M
Covalis Capital LLP 1.98% New 400,817 $31.8M
Susquehanna Portfolio Strategies, LLC 0.45% Add +4.6% 382,987 $30.4M
Capital Fund Management S.A. 0.27% Add +408.2% 381,019 $30.3M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -5.5% 372,717 $29.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +6.9% 369,511 $29.4M
Squarepoint Ops LLC 0.06% Add +9.8% 368,964 $29.3M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -36.0% 366,164 $29.3M
Natixis Advisors, LLC 0.04% Add +5.6% 351,284 $27.9M
Capitolis Liquid Global Markets LLC 0.18% — 349,700 $27.8M
CANADA LIFE ASSURANCE Co 0.05% Add +2.7% 346,402 $27.6M
Guggenheim Capital LLC 0.22% Reduce -2.6% 344,223 $27.3M
State of Wisconsin Investment Board 0.06% Add +6.6% 340,088 $27.0M
Canada Pension Plan Investment Board 0.02% Add +45.0% 321,331 $25.5M
Asset Management One Co., Ltd. 0.07% Add +0.5% 309,777 $24.6M
Sourcerock Group LLC 1.03% Add +0.2% 307,575 $24.4M
STRS Ohio 0.10% Add +2044.0% 303,956 $24.1M
Public Employees Retirement System of Ohio 0.08% Reduce -2.8% 296,075 $23.5M
CIBC Asset Management Inc 0.06% Reduce -3.0% 294,791 $23.4M
Chevy Chase Trust Holdings, LLC 0.07% Reduce -2.8% 293,426 $23.3M
Van Eck Associates Corp. 0.02% Add +0.5% 291,435 $23.2M
Stifel Financial Corp. 0.02% Reduce -75.1% 290,099 $23.0M
Prudential Financial Inc. 0.03% Reduce -2.5% 286,884 $22.8M
Associated Banc-Corp 0.60% Add +1.4% 284,701 $22.6M
CIBC Bancorp USA Inc. 0.03% — 230,374 $22.3M
SIR Capital Management, L.P. 2.05% Reduce -9.4% 276,435 $22.0M
Beck Bode, LLC 3.60% Reduce -1.8% 267,478 $21.2M
Korea Investment CORP 0.04% Reduce -29.4% 267,336 $21.2M
Nissay Asset Management Corp. /Japan 0.11% Add +7.5% 263,805 $21.0M
Azimuth Capital Investment Management LLC 0.78% Reduce -3.3% 261,445 $20.8M
Viking Fund Management LLC 2.12% Add +36.8% 260,000 $20.7M
APG Asset Management N.V. 0.07% Reduce -1.1% 299,370 $20.6M
Aventail Capital Group, LP 0.98% Add +14.0% 256,542 $20.4M
US Bancorp \de 0.02% Reduce -0.9% 255,105 $20.3M
Daiwa Securities Group Inc. 0.06% Add +3.4% 254,814 $20.2M
Eurizon Capital SGR S.p.A. 0.06% New 252,977 $20.1M
Cerity Partners LLC 0.03% Reduce -2.6% 246,430 $19.6M
BW Gestao de Investimentos Ltda. 0.86% Add +0.7% 244,237 $19.4M
New York State Common Retirement Fund 0.03% No change 241,998 $19.2M
TD Asset Management Inc 0.02% Add +2.2% 238,182 $18.9M
Nomura Asset Management Co. Ltd. 0.05% Add +3.3% 235,987 $18.7M
Tidal Investments LLC 0.06% Add +301.0% 231,347 $18.4M
Commonwealth Equity Services, LLC 0.03% Add +3.1% 229,916 $18.3M
Rakuten Investment Management, Inc. 0.04% Add +113.6% 234,389 $18.0M
AE Wealth Management LLC 0.10% Add +16.1% 224,535 $17.8M
Allworth Financial LP 0.07% Reduce -1.6% 223,258 $17.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Reduce -1.4% 221,121 $17.6M
Mn Services Vermogensbeheer B.V. 0.12% No change 220,952 $17.6M
PNC Financial Services Group, Inc. 0.01% Reduce -4.0% 210,603 $16.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +99.5% 210,412 $16.7M
Blue Chip Partners, LLC 1.20% Add +2.4% 210,260 $16.7M
Cetera Investment Advisers 0.02% Reduce -4.0% 207,766 $16.5M
State of Tennessee, Department of Treasury 0.05% Reduce -4.7% 205,443 $16.3M
SummitTX Capital, L.P. 0.52% Reduce -28.7% 203,625 $16.2M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -1.8% 200,781 $16.0M
State of New Jersey Common Pension Fund D 0.06% Reduce -1.6% 200,668 $15.9M
Aberdeen Group plc 0.03% Add +2.4% 200,638 $15.9M
Vestcor Inc 0.44% Add +95.5% 199,306 $15.8M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.24% Add +71.1% 198,243 $15.7M
Resona Asset Management Co.,Ltd. 0.08% Add +1.4% 197,696 $15.7M
Rafferty Asset Management, LLC 0.06% Reduce -16.1% 196,180 $15.6M
Bruce & Co., Inc. 4.19% Reduce -5.1% 184,500 $14.7M
HighTower Advisors, LLC 0.02% Add +18.1% 184,477 $14.7M
TIAA Wealth Investment Management LLC 0.11% — 183,308 $14.6M
Ensign Peak Advisors, Inc 0.03% Reduce -15.6% 178,969 $14.2M
Ceredex Value Advisors LLC 0.44% New 177,900 $14.1M
Jones Financial Companies LLLP 0.01% Add +372.4% 179,402 $14.0M
Sone Capital Management, LLC 1.15% Reduce -29.8% 172,854 $13.7M
Public Sector Pension Investment Board 0.04% Add +11.4% 168,344 $13.4M
ING Groep NV 0.08% New 168,044 $13.3M
Truist Financial Corp. 0.02% Reduce -18.0% 166,716 $13.2M
Fifth Third Bancorp 0.02% Add +269.1% 165,076 $13.1M
Osaic Holdings, Inc. 0.02% Add +2.0% 163,778 $13.0M
Czech National Bank 0.08% Add +3.3% 161,103 $12.8M
Commerce Bank 0.06% Add +4.6% 160,880 $12.8M
Arizona State Retirement System 0.07% Reduce -0.9% 160,735 $12.8M
Bank of Nova Scotia 0.02% Add +16.6% 159,351 $12.7M
Assetmark, Inc. 0.03% Reduce -5.0% 159,223 $12.6M
Schonfeld Strategic Advisors LLC 0.10% Add +29.5% 155,867 $12.4M
State of Michigan Retirement System 0.06% Reduce -0.3% 154,494 $12.3M
Calamos Advisors LLC 0.06% No change 152,952 $12.2M
Empower Advisory Group, LLC 0.03% Reduce -13.9% 148,218 $11.8M
Wealthfront Advisers LLC 0.03% Add +5.5% 146,612 $11.6M
Swiss Life Asset Management Ltd 0.06% Add +59.3% 148,700 $11.5M
Miller Howard Investments Inc. 0.31% Add +28.5% 141,639 $11.3M
Worldquant Millennium Advisors LLC 0.04% Add +39.5% 140,191 $11.1M
MetLife Investment Management, LLC 0.06% Reduce -2.5% 138,222 $11.0M
Tema ETFs LLC 0.73% Add +44.3% 137,350 $10.9M
Captrust Financial Advisors 0.02% Add +19.1% 137,200 $10.9M
BTG Pactual Asset Management US LLC 1.06% Reduce -28.6% 135,164 $10.7M
RWC Asset Management LLP 0.48% Reduce -0.7% 134,565 $10.7M
IFM Investors Pty Ltd 0.09% Add +3.0% 133,874 $10.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.3% 133,691 $10.6M
&partners 0.05% Reduce -11.1% 132,028 $10.5M
O'shaughnessy Asset Management, LLC 0.05% Reduce -3.8% 129,530 $10.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -27.9% 127,360 $10.1M
Retirement Systems of Alabama 0.03% Reduce -0.2% 125,618 $10.0M
Dean Investment Associates, LLC 1.40% Reduce -2.5% 125,369 $10.0M
Walleye Capital LLC 0.07% Reduce -25.8% 123,177 $9.8M
Investment Management Corp of Ontario 0.12% Add +164.5% 121,605 $9.7M
GF Fund Management Co. LTD. 0.16% Reduce -2.9% 121,223 $9.6M
Voya Investment Management LLC 0.01% Reduce -2.1% 119,177 $9.5M
Woodline Partners LP 0.03% Add +14.8% 115,864 $9.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% Reduce -10.3% 114,250 $9.1M
Amalgamated Bank 0.07% Add +2.3% 112,503 $8.9M
Qsemble Capital Management, LP 0.68% Reduce -7.0% 112,130 $8.9M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -54.1% 111,568 $8.9M
Heartland Advisors Inc. 0.44% Reduce -7.6% 109,177 $8.7M
LMR Partners LLP 0.10% Add +1134.8% 105,921 $8.4M
Socorro Asset Management LP 3.96% Add +8.2% 105,154 $8.4M
Corient Private Wealth LP 0.01% Reduce -22.7% 105,447 $8.3M
Leeward Investments, LLC - MA 0.41% Reduce -3.3% 104,036 $8.3M
Xponance LLC 0.06% Add +15.0% 102,383 $8.1M
Hennessy Advisors Inc. 0.29% Add +5.3% 102,199 $8.1M
NewEdge Advisors, LLC 0.03% Add +13.4% 101,144 $8.0M
BTC Capital Management, Inc. 0.54% Reduce -0.8% 100,624 $8.0M
Jane Street Group, LLC 0.01% Reduce -86.3% 99,394 $7.9M
Illinois Municipal Retirement Fund 0.10% Reduce -37.5% 98,694 $7.8M
Kayne Anderson Capital Advisors LP 0.15% Add +27.0% 97,379 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.1% 97,126 $7.7M
Utah Retirement Systems 0.08% Reduce -1.6% 96,199 $7.6M
Contravisory Investment Management, Inc. 1.54% Reduce -4.0% 94,511 $7.5M
DekaBank Deutsche Girozentrale 0.01% No change 93,013 $7.5M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 93,000 $7.4M
Opus Investment Management Inc. 4.35% No change 91,709 $7.3M
Royal London Asset Management Ltd. 0.02% Reduce -0.3% 91,576 $7.3M
Police & Firemen's Retirement System of New Jersey 0.06% Add +0.3% 91,334 $7.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.25% Add +33.3% 90,773 $7.2M
Focus Partners Wealth 0.01% Reduce -1.8% 90,434 $7.2M
USS Investment Management Ltd 0.03% Add +6.8% 89,103 $7.1M
Calydon Capital 1.15% Reduce -0.3% 89,032 $7.1M
Y-Intercept (Hong Kong) Ltd 0.13% Add +33.8% 88,267 $7.0M
Pathstone Holdings, LLC 0.03% Reduce -4.6% 87,438 $7.0M
Vontobel Holding Ltd. 0.02% Reduce -65.8% 86,710 $6.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.06% Add +1.5% 86,434 $6.9M
Jain Global LLC 0.09% Reduce -28.5% 85,804 $6.8M
Entropy Technologies, LP 0.30% Reduce -10.6% 82,632 $6.6M
Shelton Capital Management 0.14% Add +1.6% 82,507 $6.6M
Palisade Asset Management, LLC 0.66% Reduce -0.3% 82,377 $6.5M
New York Life Investment Management LLC 0.06% Add +1.3% 82,329 $6.5M
Cresset Asset Management, LLC 0.03% Reduce -34.3% 81,332 $6.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Reduce -22.2% 81,522 $6.5M
Resolution Capital Ltd 0.14% Reduce -5.4% 81,364 $6.5M
Susquehanna International Group, LLP 0.01% Reduce -53.0% 81,187 $6.4M
Mackenzie Financial Corp. 0.01% Reduce -49.0% 81,001 $6.4M
Yousif Capital Management, LLC 0.08% Reduce -1.9% 80,771 $6.4M
Focus Financial Network, Inc. 0.23% Reduce -13.6% 80,298 $6.4M
Union Bancaire Privee, UBP SA 0.09% Add +114.3% 90,768 $6.4M
Reinhart Partners, Llc. 0.18% Reduce -7.1% 79,117 $6.3M
Mercer Global Advisors Inc. 0.01% Reduce -3.0% 77,081 $6.1M
Oliver Luxxe Assets LLC 0.91% Add +2.6% 76,091 $6.0M
Deeter Investments LLP 1.04% No change 75,000 $6.0M
iA Global Asset Management Inc. 0.08% Add +1.8% 74,890 $5.9M
Intact Investment Management Inc. 0.17% No change 74,400 $5.9M
First PREMIER Bank 1.35% Reduce -0.8% 73,634 $5.8M
Advocate Group LLC 0.91% Add +11.8% 72,877 $5.8M
Vanguard Personalized Indexing Management, LLC 0.06% Reduce -1.9% 72,519 $5.8M
Boothbay Fund Management, LLC 0.14% Reduce -11.5% 72,341 $5.7M
Louisiana State Employees Retirement System 0.10% Add +1.9% 71,100 $5.6M
Lazard Asset Management LLC 0.01% Reduce -63.6% 70,454 $5.6M
Rockefeller Capital Management L.P. 0.01% Reduce -4.9% 70,214 $5.6M
Polymer Capital Management (US) LLC 0.82% Reduce -22.2% 70,000 $5.6M
American Assets Investment Management, LLC 0.38% No change 70,000 $5.6M
First National Bank of Omaha 0.17% Reduce -32.5% 69,744 $5.5M
Waverly Advisors, LLC 0.04% Reduce -1.8% 68,493 $5.4M
Cwm, LLC 0.01% Add +0.5% 68,222 $5.4M
Oregon Public Employees Retirement Fund 0.07% No change 67,725 $5.4M
Larson Financial Group LLC 0.17% Add +1.0% 67,228 $5.3M
Primecap Management Co. 0.00% New 67,000 $5.3M
Kestra Advisory Services, LLC 0.02% Reduce -0.1% 64,122 $5.1M
Capital Management Associates, Inc 1.15% Add +0.6% 63,998 $5.1M
Federation des caisses Desjardins du Quebec 0.02% Add +95.2% 63,783 $5.1M
Pacer Advisors, Inc. 0.01% Reduce -37.4% 63,764 $5.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% New 63,500 $5.0M
Bogart Wealth, LLC 0.19% Add +4.1% 63,288 $5.0M
Metis Global Partners, LLC 0.12% Reduce -1.1% 63,143 $5.0M
Mutual of America Capital Management LLC 0.06% Reduce -0.9% 62,908 $5.0M
Defiance ETFs, LLC 0.07% New 62,428 $5.0M
Morton Community Bank 1.07% Add +0.5% 62,045 $4.9M
Atria Investments, Inc 0.06% Reduce -13.1% 61,912 $4.9M
Glenmede Trust Co. NA 0.02% Add +4.5% 61,558 $4.9M
Nisa Investment Advisors, LLC 0.02% Reduce -3.3% 60,510 $4.8M
L & S Advisors Inc 0.61% New 60,943 $4.8M
Profund Advisors LLC 0.18% Reduce -20.7% 60,225 $4.8M
State of Alaska, Department of Revenue 0.05% Add +2.2% 60,048 $4.8M
Allstate Corp. 0.05% Add +31.1% 58,484 $4.6M
Harrison Street Private Wealth LLC 6.05% — 57,507 $4.6M
KBC Group NV 0.01% Add +5.1% 57,351 $4.6M
M&T Bank Corp 0.01% Reduce -5.6% 57,064 $4.5M
First Bank & Trust 0.73% Add +0.5% 56,808 $4.5M
Ameritas Investment Partners, Inc. 0.14% Add +4.3% 56,739 $4.5M
Private Advisor Group, LLC 0.02% Reduce -10.8% 56,646 $4.5M
Zions Bancorporation, National Association 0.29% Reduce -38.1% 56,382 $4.5M
MML Investors Services, LLC 0.01% Reduce -29.3% 55,367 $4.4M
Public Employees Retirement Association of Colorado 0.02% No change 55,038 $4.4M
Hennion & Walsh Asset Management, Inc. 0.15% Add +14.1% 54,694 $4.3M
Princeton Global Asset Management LLC 0.71% Add +28.6% 54,560 $4.3M
DAVENPORT & Co LLC 0.02% Reduce -22.6% 54,446 $4.3M
UniSuper Management Pty Ltd 0.03% Reduce -2.3% 54,132 $4.3M
Sanctuary Advisors, LLC 0.02% Reduce -9.1% 53,750 $4.3M
Simon Quick Advisors, LLC 0.19% Add +13.2% 52,569 $4.2M
Elevation Point Wealth Partners, LLC 0.10% Add +54.4% 50,966 $4.1M
Nomura Holdings Inc. 0.03% Reduce -55.0% 50,297 $4.0M
Abn Amro Investment Solutions 0.05% Reduce -52.4% 50,062 $4.0M
Headlands Technologies LLC 0.45% Add +68.3% 49,903 $4.0M
Norinchukin Bank, The 0.05% Add +6.7% 49,416 $3.9M
Campbell & CO Investment Adviser LLC 0.22% Reduce -38.6% 49,237 $3.9M
Meyer Handelman Co. 0.12% Reduce -0.5% 48,821 $3.9M
Vestmark Advisory Solutions, Inc. 0.04% Add +36.4% 48,613 $3.9M
Lanark Financial, Inc. 0.28% Reduce -0.5% 46,965 $3.7M
Prudential PLC 0.03% Reduce -7.4% 46,965 $3.7M
Harvest Fund Management Co., Ltd 0.16% Reduce -70.8% 46,160 $3.7M
Intech Investment Management LLC 0.04% Add +81.0% 46,148 $3.7M
Stiles Financial Services Inc 1.12% Reduce -1.1% 46,142 $3.7M
Gulf International Bank (UK) Ltd 0.08% Add +59.9% 45,589 $3.6M
Teachers Retirement System of the State of Kentucky 0.03% No change 45,012 $3.6M
Dynamic Technology Lab Private Ltd 0.58% Add +1295.0% 44,948 $3.6M
XTX Topco Ltd 0.06% Reduce -61.4% 44,669 $3.5M
Summit Trail Advisors, LLC 0.05% Add +3.0% 44,564 $3.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.21% New 44,200 $3.5M
Siemens Fonds Invest GmbH 0.20% Add +7.7% 43,858 $3.5M
Integrated Wealth Concepts LLC 0.03% New 43,800 $3.5M
Jefferies Financial Group Inc. 0.04% Reduce -81.4% 43,293 $3.4M
Strong Tower Advisory Services 0.64% Add +4.3% 43,074 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -2.0% 43,032 $3.4M
Sequoia Financial Advisors, LLC 0.02% Reduce -4.1% 43,012 $3.4M
Beacon Pointe Advisors, LLC 0.02% Add +66.2% 42,890 $3.4M
Geneos Wealth Management Inc. 0.08% Add +47.2% 40,829 $3.2M
Tower Research Capital LLC (TRC) 0.08% Reduce -1.1% 40,794 $3.2M
Banque Cantonale Vaudoise 0.12% Add +18.5% 39,735 $3.2M
OpenArc Corporate Advisory, LLC 0.04% Reduce -7.4% 38,958 $3.1M
Blair William & Co. 0.01% Reduce -0.9% 38,739 $3.1M
Vident Advisory, LLC 0.03% Add +30.6% 38,645 $3.1M
Mizuho Securities USA LLC 0.07% Reduce -17.0% 35,761 $2.8M
Edgestream Partners, L.P. 0.09% Add +55.9% 35,745 $2.8M
Berger Financial Group, Inc 0.16% Reduce -1.7% 35,610 $2.8M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Add +53.6% 35,166 $2.8M
1832 Asset Management L.P. 0.00% No change 35,063 $2.8M
Schroder Investment Management Group 0.00% Reduce -22.2% 35,015 $2.8M
Sound View Wealth Advisors Group, LLC 0.19% Add +0.8% 34,649 $2.8M
QRG Capital Management, Inc. 0.03% Reduce -5.7% 34,286 $2.7M
Harbour Investments, Inc. 0.04% Add +52.4% 34,243 $2.7M
TD Private Client Wealth LLC 0.06% Reduce -30.0% 34,220 $2.7M
Edgemoor Investment Advisors, Inc. 0.21% Reduce -0.4% 34,118 $2.7M
ARS Investment Partners, LLC 0.14% Reduce -0.1% 33,942 $2.7M
Navellier & Associates Inc. 0.28% Reduce -4.5% 33,746 $2.7M
Hartford Investment Management Co. 0.08% Reduce -1.6% 33,710 $2.7M
Aptus Capital Advisors, LLC 0.02% Reduce -20.3% 32,737 $2.6M
Baird Financial Group, Inc. 0.00% Reduce -1.4% 32,381 $2.6M
Neuberger Berman Group LLC 0.00% Add +11.2% 31,760 $2.5M
Lido Advisors, LLC 0.01% Add +9.8% 31,316 $2.5M
Tradition Wealth Management, LLC 0.18% Add +0.8% 31,113 $2.5M
AMG National Trust Bank 0.05% Reduce -7.4% 30,993 $2.5M
Empowered Funds, LLC 0.02% Add +84.9% 30,068 $2.4M
Delta Global Management LP 0.20% New 29,995 $2.4M
University of Texas/Texas Am Investment Management Co. 0.34% Add +46.2% 29,791 $2.4M
Maryland State Retirement & Pension System 0.05% No change 29,514 $2.3M
D.A. Davidson & Co. 0.01% Add +16.4% 29,472 $2.3M
TriaGen Wealth Management LLC 0.64% Reduce -5.8% 29,431 $2.3M
Quantbot Technologies LP 0.09% New 29,085 $2.3M
Wedbush Securities Inc. 0.07% Add +13.1% 28,743 $2.3M
Huntington National Bank 0.02% Add +3.3% 28,649 $2.3M
Brevan Howard Capital Management LP 0.02% Add +13.1% 28,426 $2.3M
Crossmark Global Holdings, Inc. 0.03% Reduce -2.0% 28,250 $2.2M
Prevail Innovative Wealth Advisors, LLC 0.37% New 27,968 $2.2M
Advisors Asset Management, Inc. 0.04% Add +13.9% 27,883 $2.2M
Epiq Partners, LLC 1.06% Add +0.0% 27,875 $2.2M
Mitchell & Pahl Private Wealth, LLC 0.90% Add +6.9% 27,751 $2.2M
FIL Ltd 0.00% Add +115.9% 27,709 $2.2M
Quotient Wealth Partners, LLC 0.06% Add +10.7% 27,628 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% No change 27,285 $2.2M
New Mexico Educational Retirement Board 0.07% No change 27,278 $2.2M
Gsa Capital Partners LLP 0.13% Add +107.8% 26,908 $2.1M
Banque Pictet & Cie SA 0.02% New 26,846 $2.1M
Horizon Investments, LLC 0.02% Reduce -5.4% 26,774 $2.1M
Dean Capital Management 0.88% Reduce 0.0% 26,736 $2.1M
Ethic Inc. 0.03% Add +1.4% 26,473 $2.1M
Commerzbank Aktiengesellschaft 0.04% Reduce -25.6% 26,288 $2.1M
Merit Financial Group, LLC 0.02% Add +0.1% 26,259 $2.1M
iSAM Funds (UK) Ltd 1.02% Reduce -43.5% 26,077 $2.1M
Pallas Capital Advisors LLC 0.08% Reduce -0.2% 25,993 $2.1M
Bleakley Financial Group, LLC 0.03% Reduce -10.6% 25,889 $2.1M
HB Wealth Management, LLC 0.01% Add +10.5% 25,709 $2.0M
Agf Management Ltd. 0.01% Reduce -4.5% 25,669 $2.0M
LBP Am SA 0.03% Reduce -8.9% 25,651 $2.0M
Spirit of America Management Corp. 0.40% Add +9.0% 25,500 $2.0M
Infrastructure Capital Advisors, LLC 0.29% Add +23.6% 25,438 $2.0M
Benjamin Edwards Inc. 0.02% Add +25.4% 25,403 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -17.8% 25,289 $2.0M
Machina Capital S.A.S. 0.38% Add +51.0% 24,486 $1.9M
Nvwm, LLC 0.43% Reduce -1.3% 24,457 $1.9M
Credit Agricole S A 0.01% Reduce -89.1% 24,392 $1.9M
Ascent Group, LLC 0.07% Add +0.2% 24,315 $1.9M
MUFG Securities EMEA plc 0.03% No change 24,274 $1.9M
Savvy Advisors, Inc. 0.05% Reduce -0.1% 24,029 $1.9M
Royal Fund Management, LLC 0.18% Reduce -50.2% 23,780 $1.9M
SCP Investment, LP 2.08% Add +25.5% 23,600 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -3.8% 23,312 $1.9M
First Dallas Securities Inc. 0.68% Reduce -2.1% 23,240 $1.8M
Foundations Investment Advisors, LLC 0.02% Add +0.2% 23,206 $1.8M
Farther Finance Advisors, LLC 0.02% Add +19.9% 23,003 $1.8M
Principal Securities, Inc. 0.03% Reduce -8.0% 22,857 $1.8M
Oppenheimer & Co. Inc. 0.02% Reduce -4.8% 22,808 $1.8M
Accredited Investors Inc. 0.10% Add +1.6% 22,772 $1.8M
E Fund Management Co., Ltd. 0.05% — 22,355 $1.8M
Saudi Central Bank 0.04% New 21,834 $1.7M
Acadian Asset Management LLC 0.00% New 21,678 $1.7M
GAMMA Investing LLC 0.08% Add +1.5% 21,630 $1.7M
Fulton Bank, N.A. 0.06% Reduce -29.1% 21,490 $1.7M
Central Bank & Trust Co. 0.26% Reduce -0.3% 21,186 $1.7M
Sterling Capital Management LLC 0.03% Reduce -42.9% 20,476 $1.6M
First National Advisers, LLC 0.24% Reduce -36.5% 20,445 $1.6M
Callan Family Office, LLC 0.04% Add +0.6% 20,384 $1.6M
Dakota Wealth Management 0.03% Add +6.2% 19,994 $1.6M
Keybank National Association 0.01% Add +12.9% 19,853 $1.6M
Bailard, Inc. 0.04% Reduce -3.3% 19,844 $1.6M
Lombard Odier Asset Management (Switzerland) SA 0.06% New 19,800 $1.6M
Great Valley Advisor Group, Inc. 0.03% Add +53.9% 19,761 $1.6M
White Pine Capital LLC 0.42% Reduce -2.6% 19,665 $1.6M
New Age Alpha Advisors, LLC 0.07% New 19,634 $1.6M
Savant Capital, LLC 0.01% Add +12.0% 19,633 $1.6M
Bond & Devick Financial Network, Inc. 0.43% Reduce -0.4% 19,617 $1.6M
Tokio Marine Asset Management Co. Ltd. 0.06% No change 19,517 $1.6M
Choreo, LLC 0.02% Add +2.4% 19,313 $1.5M
Apollon Wealth Management, LLC 0.03% Reduce -9.1% 19,438 $1.5M
Vise Technologies, Inc. 0.03% No change 20,732 $1.5M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -25.7% 18,963 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 18,929 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +13.0% 18,924 $1.5M
Modern Wealth Management, LLC 0.03% Add +22.2% 18,845 $1.5M
Partners Capital Investment Group, LLP 0.06% Add +262.8% 18,903 $1.5M
Western Wealth Management, LLC 0.06% Reduce -3.3% 18,846 $1.5M
Assenagon Asset Management S.A. 0.00% Add +3.2% 18,748 $1.5M
Mariner, LLC 0.00% Reduce -14.6% 18,615 $1.5M
Empirical Finance, LLC 0.07% Reduce -0.0% 18,598 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -56.6% 18,563 $1.5M
AdvisorNet Financial, Inc 0.08% Reduce -2.6% 18,544 $1.5M
Florida Trust Wealth Management Co 0.04% Reduce -0.5% 18,417 $1.5M
Coldstream Capital Management Inc. 0.02% Add +97.6% 18,228 $1.4M
Arkadios Wealth Advisors 0.02% Reduce -0.9% 18,217 $1.4M
Matrix Trust Co 0.24% Add +2.3% 18,147 $1.4M
CI Investments Inc. 0.01% Add +10.7% 18,077 $1.4M
Gallagher Fiduciary Advisors, LLC 0.06% Add +0.0% 17,952 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% Add +28.1% 17,845 $1.4M
Pinebridge Investments LLC 0.01% Reduce -29.4% 17,753 $1.4M
Jump Financial, LLC 0.02% Reduce -21.2% 17,729 $1.4M
China Universal Asset Management Co., Ltd. 0.11% Add +4.8% 17,550 $1.4M
Bessemer Group Inc. 0.00% Add +5.0% 17,589 $1.4M
Raleigh Capital Management Inc. 0.48% Reduce -30.5% 17,564 $1.4M
DeDora Capital, Inc. 0.34% Add +0.5% 17,478 $1.4M
Westpac Banking Corp. 0.10% Reduce -60.8% 17,374 $1.4M
Snowden Capital Advisors LLC 0.04% Add +0.2% 17,103 $1.4M
North Dakota State Investment Board 0.06% Reduce -15.5% 17,144 $1.4M
VCI Wealth Management LLC 0.38% Reduce -12.6% 17,122 $1.4M
Bokf, NA 0.02% Reduce -7.9% 17,108 $1.4M
First Commonwealth Financial Corp 0.22% Add +287.5% 17,061 $1.4M
Argent Trust Co 0.05% Add +34.4% 16,995 $1.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +0.6% 16,911 $1.3M
Alps Advisors Inc. 0.01% Add +9.4% 16,659 $1.3M
Concurrent Investment Advisors, LLC 0.01% Reduce -4.0% 16,460 $1.3M
Wealth Alliance, LLC 0.13% Reduce -24.6% 16,447 $1.3M
Evolve Private Wealth, LLC 0.07% Reduce -1.1% 16,394 $1.3M
Mufg Securities Americas Inc. 0.08% Add +2.7% 16,368 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -23.4% 16,334 $1.3M
Vermillion Wealth Management, Inc. 0.52% Add +0.6% 16,293 $1.3M
Accurate Wealth Management, LLC 0.16% Add +430.6% 15,706 $1.3M
Equitable Trust Co. 0.06% Add +0.5% 16,227 $1.3M
RIA Advisory Group LLC 0.31% Add +2.2% 16,103 $1.3M
Securian Asset Management, Inc. 0.05% Reduce -0.6% 15,985 $1.3M
Procyon Advisors, LLC 0.06% Reduce -0.8% 15,893 $1.3M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -3.5% 15,717 $1.2M
Kentucky Retirement Systems Insurance Trust Fund 0.08% No change 15,575 $1.2M
Enhancing Capital LLC 0.91% No change 15,500 $1.2M
Oppenheimer Asset Management Inc. 0.01% Reduce -13.5% 15,424 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.03% Reduce -2.1% 15,159 $1.2M
Tounjian Advisory Partners, LLC 0.44% Reduce -3.3% 15,252 $1.2M
South Dakota Investment Council 0.02% No change 15,241 $1.2M
Valtinson Bruner Financial Planning LLC 0.33% Reduce -5.3% 14,997 $1.2M
Greenleaf Trust 0.01% Reduce -1.3% 14,892 $1.2M
First Western Trust Bank 0.06% Add +1.2% 14,882 $1.2M
Koshinski Asset Management, Inc. 0.07% Add +2.0% 14,803 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +0.3% 14,668 $1.2M
CenterBook Partners LP 0.06% New 14,648 $1.2M
Wilmington Savings Fund Society, FSB 0.03% No change 14,631 $1.2M
Johnson Financial Group, Inc. 0.04% Reduce -13.9% 14,492 $1.2M
Kentucky Retirement Systems 0.08% Add +10.6% 41,086 $1.1M
Bayban 0.98% Reduce -21.9% 14,230 $1.1M
Verdence Capital Advisors LLC 0.07% Reduce -29.1% 14,202 $1.1M
Wealth Enhancement Trust Services, Inc. 0.14% Add +19.7% 14,154 $1.1M
Arax Advisory Partners 0.03% Reduce -3.6% 14,062 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +12.8% 14,057 $1.1M
SBI Okasan Asset Management Co.Ltd. 0.05% No change 14,100 $1.1M
J.W. Cole Advisors, Inc. 0.04% Reduce -0.4% 14,037 $1.1M
17 Capital Partners, LLC 0.57% Add +1.8% 13,977 $1.1M
Aspen Wealth Strategies, LLC 0.59% Add +0.9% 13,937 $1.1M
Pinnacle Financial Partners, Inc. 0.01% Add +1.8% 13,838 $1.1M
Midwest Professional Planners, LTD. 0.25% Add +0.4% 13,621 $1.1M
Gateway Investment Advisers LLC 0.01% Add +62.5% 13,592 $1.1M
Advisory Services Network, LLC 0.01% Reduce -28.5% 13,570 $1.1M
Canada Post Corp Registered Pension Plan 0.04% No change 13,522 $1.1M
Mission Wealth Management, LP 0.02% Reduce -2.2% 13,273 $1.1M
WealthTrust Axiom LLC 0.26% No change 13,251 $1.1M
Stratos Investment Management, LLC 0.04% Add +6.7% 13,250 $1.1M
Croban 0.49% Add +8.6% 13,132 $1.0M
HighMark Wealth Management LLC 0.42% Add +0.5% 13,070 $1.0M
Tectonic Advisors LLC 0.05% Reduce -1.7% 13,055 $1.0M
Andra AP-fonden 0.01% Reduce -27.1% 12,922 $1.0M
Curi Capital, LLC 0.02% Add +86.4% 12,700 $1.0M
Thompson Investment Management, Inc. 0.13% No change 12,704 $1.0M
IHT Wealth Management, LLC 0.02% Add +15.4% 12,675 $1.0M
HighVista Strategies LLC 0.28% Add +55.9% 12,558 $998K
Caprock Group, LLC 0.02% Add +12.1% 12,340 $989K
Kestra Private Wealth Services, LLC 0.01% Add +14.7% 12,427 $987K
EverSource Wealth Advisors, LLC 0.03% Add +4.0% 12,354 $981K
Altshuler Shaham Ltd 0.02% Add +13.7% 12,337 $980K
NorthRock Partners, LLC 0.02% Reduce -0.2% 12,142 $965K
Los Angeles Capital Management LLC 0.00% No change 12,092 $961K
Townsend & Associates, Inc 0.08% Add +41.7% 12,025 $939K
Kenora Financial, LLC 0.32% Reduce -1.5% 11,522 $915K
Chronos Wealth Management, LLC 0.44% No change 11,491 $913K
Man Group plc 0.00% Reduce -79.0% 11,409 $906K
Emerald Advisors, LLC 0.11% Add +0.3% 11,405 $906K
Quadrature Capital Ltd 0.01% New 11,304 $898K
Stratos Wealth Partners, LTD. 0.01% Reduce -19.8% 11,289 $897K
Smartleaf Asset Management LLC 0.03% Add +6.5% 11,236 $890K
Exchange Traded Concepts, LLC 0.01% Reduce -17.5% 11,156 $886K
Fourpath Capital Management, LLC 0.13% Reduce -24.3% 11,142 $885K
Norden Group LLC 0.09% Add +0.5% 11,138 $885K
Hodges Capital Management Inc. 0.07% Reduce -1.8% 11,115 $883K
Legacy Financial Advisors, Inc. 0.12% Add +0.8% 11,016 $875K
111 Capital 0.21% Add +4.2% 10,965 $871K
Dearborn Partners LLC 0.05% Reduce -0.4% 10,965 $871K
KLCM Advisors, Inc. 0.08% No change 10,950 $870K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 10,947 $870K
Prosperity Consulting Group, LLC 0.04% Add +4.2% 10,943 $869K
Finer Wealth Management, Inc. 0.44% No change 10,942 $869K
GTS Securities LLC 0.03% Add +43.5% 10,924 $868K
Bernicke Wealth Management, Ltd. 0.11% Add +118.1% 10,873 $864K
Everest Financial Group LLC 0.14% Add +100.6% 10,839 $861K
Nicolet Bankshares Inc. 0.03% New 10,761 $858K
Independent Advisor Alliance 0.01% Reduce -0.4% 10,751 $854K
Sigma Planning Corp 0.02% Reduce -7.7% 10,721 $852K
NewEdge Wealth, LLC 0.01% Reduce -27.9% 10,497 $834K
Hancock Whitney Corp. 0.01% Reduce -14.5% 10,105 $833K
Mosaic Family Wealth Partners, LLC 0.09% No change 10,479 $832K
Heritage Wealth Management, Inc. 0.41% Reduce -4.2% 10,466 $831K
Great Waters Wealth Management 0.09% Reduce -0.6% 10,458 $831K
Mather Group, Llc. 0.01% Reduce -1.1% 10,439 $829K
Intrust Bank NA 0.07% Reduce -6.8% 10,405 $827K
Fifth Third Wealth Advisors LLC 0.03% Add +85.6% 10,398 $826K
ICICI Prudential Asset Management Co Ltd 0.10% Add +8.9% 10,339 $821K
Trust Point Inc. 0.07% Reduce -6.8% 10,174 $808K
Aviva PLC 0.00% No change 10,100 $802K
Kingsview Wealth Management, LLC 0.01% Add +5.3% 10,092 $802K
Cypress Capital Group 0.09% Reduce -0.7% 10,085 $801K
Moors & Cabot, Inc. 0.03% Reduce -2.8% 10,050 $798K
PKO Investment Management Joint-Stock Co 0.07% Reduce -50.0% 10,000 $794K
OneAscent Financial Services LLC 0.04% Add +27.1% 9,950 $790K
Havemeyer Place LP 0.09% New 9,872 $784K
Advisors Management Group Inc. 0.14% Reduce -6.4% 9,812 $779K
Strategic Investment Advisors / MI 0.05% New 9,802 $779K
TCW Group Inc. 0.01% Add +5.1% 9,782 $777K
Venturi Wealth Management, LLC 0.03% Add +1.2% 9,719 $772K
Lifeworks Advisors, LLC 0.10% Add +109.7% 9,715 $772K
Marshall Wace, LLP 0.00% Reduce -65.4% 9,633 $765K
Citizens Financial Group Inc. 0.01% Reduce -15.4% 9,630 $765K
Corundum Group, Inc. 0.25% Add +34.6% 9,585 $761K
Summit Financial, LLC 0.01% Add +16.2% 9,353 $748K
Aaron Wealth Advisors LLC 0.04% Reduce -12.1% 9,395 $746K
Meeder Advisory Services, Inc. 0.03% Add +5.6% 9,331 $741K
Wedmont Private Capital 0.02% Add +1.4% 9,036 $736K
Birchwood Financial Partners, Inc. 0.71% Add +1.7% 9,252 $735K
D. E. Shaw & Co. 0.00% New 9,251 $735K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.55% Reduce -62.3% 9,222 $733K
USA Financial Formulas 0.14% Reduce -57.1% 9,197 $731K
Brooklyn Investment Group 0.02% Add +72.8% 9,193 $730K
Fidelis Capital Partners, LLC 0.05% Reduce -23.2% 9,038 $718K
SYM FINANCIAL Corp 0.07% Add +1.7% 9,024 $717K
Praxis Investment Management Inc. 0.04% No change 9,014 $716K
VestGen Advisors, LLC 0.02% Reduce -3.5% 8,918 $713K
American State Bank (Iowa) 0.34% No change 8,954 $711K
Bull Harbor Capital LLC 0.19% — 8,933 $710K
Drucker Wealth 3.0, LLC 0.12% Add +4.2% 8,918 $708K
Amarillo National Bank 0.13% Add +13.9% 8,909 $708K
Code Waechter LLC 0.42% Reduce -8.1% 8,866 $704K
Mgo One Seven LLC 0.01% Add +1.0% 8,856 $704K
Teacher Retirement System of Texas 0.00% Reduce -54.9% 8,824 $701K
TCP Asset Management, LLC 0.09% New 8,762 $696K
Ameriflex Group, Inc. 0.35% No change 8,653 $687K
Chicago Partners Investment Group LLC 0.02% Add +0.9% 8,799 $687K
Tradewinds Capital Management, LLC 0.13% No change 8,469 $673K
CreativeOne Wealth, LLC 0.02% Add +1.2% 8,421 $669K
Legacy Wealth Asset Management, LLC 0.16% Add +0.3% 8,287 $658K
Signaturefd, LLC 0.01% Add +10.3% 8,216 $653K
Old Port Advisors 0.15% Reduce -0.5% 8,204 $652K
Ballentine Partners, LLC 0.01% Add +0.9% 8,187 $650K
Alteri Wealth LLC 0.21% Add +5.0% 8,130 $646K
Cohen Klingenstein LLC 0.02% No change 8,100 $643K
Brown Advisory Inc. 0.00% Reduce -15.1% 8,082 $642K
Prospera Financial Services Inc 0.01% Reduce -2.6% 8,026 $638K
CENTRAL TRUST Co 0.01% Reduce -1.1% 8,006 $636K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.0% 8,000 $636K
Walleye Trading LLC 0.01% New 7,998 $635K
Sagespring Wealth Partners, LLC 0.01% Reduce -4.8% 7,959 $632K
Quadrant Capital Group LLC 0.02% Add +4.5% 7,941 $631K
Gotham Asset Management 0.00% Add +91.6% 7,909 $628K
Parsons Capital Management Inc. 0.03% Add +6.1% 7,904 $628K
Cascade Investment Group, Inc. 0.41% No change 7,880 $626K
Laraway Financial Advisors Inc 0.44% No change 7,855 $624K
Dark Forest Capital Management LP 0.06% New 7,817 $621K
Brookstone Capital Management 0.01% Reduce -38.7% 7,811 $620K
World Investment Advisors 0.01% Reduce -14.4% 7,793 $619K
Marks Group Wealth Management, Inc 0.06% Add +7.5% 7,758 $616K
Parallel Advisors, LLC 0.01% Add +9.2% 7,755 $616K
Sfmg, LLC 0.04% No change 7,675 $610K
Fiduciary Alliance LLC 0.04% Add +0.7% 7,637 $601K
KCM Investment Advisors LLC 0.02% Add +1.9% 7,549 $600K
Lifelong Wealth Advisors, Inc. 0.16% Reduce -1.3% 7,528 $598K
Stonebridge Capital Advisors LLC 0.04% Reduce -0.7% 7,516 $597K
Perigon Wealth Management, LLC 0.01% Reduce -0.1% 7,503 $596K
Oarsman Capital, Inc. 0.07% Reduce -1.3% 7,500 $596K
Cahill Financial Advisors Inc. 0.06% Reduce -0.3% 7,497 $596K
Interval Partners, LP 0.02% New 7,413 $589K
Level Four Advisory Services, LLC 0.02% Add +1.4% 7,398 $588K
Goelzer Investment Management, Inc. 0.03% Reduce -1.3% 7,386 $587K
Checchi Capital Advisers, LLC 0.04% Add +14.1% 7,386 $587K
RFG Advisory, LLC 0.01% Reduce -3.6% 7,351 $584K
CX Institutional 0.02% Add +0.4% 7,337 $583K
Danske Bank A/S 0.00% No change 7,299 $580K
Howard Capital Management, LLC 0.01% Reduce -58.6% 7,261 $577K
Personal Cfo Solutions, LLC 0.08% Add +8.3% 7,082 $567K
Peapack Gladstone Financial Corp. 0.01% New 7,097 $564K
Nicollet Investment Management, Inc. 0.19% No change 7,011 $557K
Trivium Point Advisory, LLC 0.10% Reduce -5.6% 6,942 $551K
Ameritas Advisory Services, LLC 0.02% Reduce -7.2% 6,843 $544K
Romano Brothers and Company 0.06% No change 6,824 $542K
Fisher Asset Management 0.00% Add +16.2% 6,791 $539K
Candriam S.C.A. 0.00% Add +3.3% 6,765 $537K
Aprio Wealth Management, LLC 0.03% Reduce -12.9% 6,731 $535K
V-Square Quantitative Management LLC 0.06% Add +28.5% 6,635 $527K
SageView Advisory Group, LLC 0.02% Reduce -8.1% 6,616 $526K
Fulcrum Asset Management LLP 0.08% New 6,638 $525K
World Equity Group, Inc. 0.14% Add +36.5% 6,561 $521K
Essex Financial Services, Inc. 0.03% Reduce -3.0% 6,538 $519K
Bluespring Wealth Management, LLC 0.04% Add +3.4% 6,472 $518K
Equitable Holdings, Inc. 0.00% Add +61.7% 6,818 $516K
Brown Brothers Harriman & Co. 0.00% Add +42.8% 6,457 $513K
Private Trust Co. NA 0.05% Add +13.7% 6,383 $507K
Atlantic Union Bankshares Corp 0.01% Add +4.4% 6,377 $507K
Safeguard Investment Advisory Group, LLC 0.14% Add +1.3% 6,372 $506K
Atom Investors LP 0.04% Reduce -89.4% 6,361 $505K
Csenge Advisory Group 0.02% Add +0.6% 6,332 $503K
CTC Alternative Strategies, Ltd. 1.14% New 6,300 $500K
U.S. Capital Wealth Advisors, LLC 0.01% Add +0.1% 6,282 $499K
Capital Investment Advisors, LLC 0.01% Add +21.6% 6,253 $497K
CWA Asset Management Group, LLC 0.02% Reduce -13.7% 6,244 $496K
Beto Financial Group, LLC 0.29% Add +0.8% 6,063 $488K
Hills Bank & Trust Co 0.02% Reduce -1.0% 6,120 $486K
Ashton Thomas Securities, LLC 0.06% Reduce -6.9% 6,045 $480K
Earned Wealth Advisors, LLC 0.03% Add +5.0% 6,017 $478K
Sumitomo Life Insurance Co. 0.01% Add +3.3% 6,001 $477K
Blue Trust, Inc. 0.01% Reduce -27.1% 5,984 $475K
Xcelsior Advisor Partners LLC 0.18% New 5,972 $474K
AlTi Global, Inc. 0.01% Add +2.0% 5,902 $472K
Freedom Financial Partners LLC 0.17% Reduce -10.3% 5,897 $468K
Spire Wealth Management 0.02% Add +4.3% 5,879 $467K
Integris Wealth Management, LLC 0.11% Reduce -3.1% 5,812 $462K
Twin Tree Management, LP 0.10% New 5,752 $457K
GC Wealth Management RIA, LLC 0.02% Add +0.6% 5,676 $451K
HUB Investment Partners, LLC 0.01% Add +7.5% 5,652 $449K
Segment Wealth Management, LLC 0.03% Reduce -11.6% 5,645 $448K
Cigna Investments Inc. 0.07% Reduce -2.3% 5,596 $445K
SC&H Financial Advisors, Inc. 0.07% No change 5,592 $444K
Klein Pavlis & Peasley Financial, Inc. 0.24% Add +0.3% 5,578 $443K
Waycross Partners, LLC 0.04% No change 5,550 $441K
Waterloo Capital, L.P. 0.03% Add +16.4% 5,516 $438K
Syon Capital LLC 0.02% Add +0.0% 5,512 $438K
Heritage Investors Management Corp. 0.01% New 5,472 $435K
Tiaa Trust, National Association 0.03% Reduce -97.0% 5,447 $433K
Third View Private Wealth, LLC 0.06% Add +5.7% 5,446 $433K
CFS Investment Advisory Services, LLC 0.03% Add +1.8% 5,305 $430K
Lakeridge Wealth Management LLC 0.18% Add +0.7% 5,412 $430K
Moody National Bank Trust Division 0.04% Reduce -2.6% 5,395 $429K
Carret Asset Management, LLC 0.04% No change 5,394 $429K
Bar Harbor Wealth Management 0.03% No change 5,389 $428K
Bravera Wealth 0.19% No change 5,387 $428K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -18.2% 5,380 $427K
Financial Advisors Network, Inc. 0.06% Add +10.8% 5,378 $427K
State of Wyoming 0.05% Add +113.8% 5,374 $427K
UMB Bank, n.a. 0.01% Reduce -27.1% 5,252 $417K
Kestra Investment Management, LLC 0.01% Add +1.2% 5,241 $416K
TCI Wealth Advisors, Inc. 0.02% Add +0.1% 5,182 $412K
EntryPoint Capital, LLC 0.12% No change 5,178 $411K
Heritage Trust Co 0.04% Reduce -0.8% 5,157 $410K
Hilltop Holdings Inc. 0.04% Reduce -40.3% 5,148 $409K
Brighton Jones LLC 0.01% New 5,147 $409K
Lantz Financial LLC 0.08% Reduce -19.8% 5,049 $401K
Stock Yards Bank & Trust Co. 0.01% No change 5,046 $401K
Castle Rock Wealth Management, LLC 0.09% Add +0.1% 4,955 $400K
Boyum Wealth Architects LLC 0.17% Add +20.6% 4,844 $400K
Krilogy Financial LLC 0.01% Add +1.4% 4,918 $399K
Glenview Trust Co 0.01% Reduce -28.1% 4,997 $397K
Welch Group, LLC 0.01% Reduce -5.5% 4,989 $396K
Evergreen Capital Management LLC 0.01% Add +11.4% 4,944 $396K
Legacy Capital Group California, Inc. 0.15% Reduce -20.5% 4,971 $395K
Prime Capital Investment Advisors, LLC 0.00% Add +6.5% 4,970 $395K
Everpar Advisors LLC 0.14% Add +6.5% 4,961 $394K
Stephens Inc. 0.00% Reduce -25.6% 4,960 $394K
Cullen/Frost Bankers, Inc. 0.00% Reduce -0.0% 4,947 $393K
Frec Markets, Inc. 0.07% Add +51.3% 4,942 $393K
SouthState Bank Corp 0.02% Add +30.2% 4,931 $392K
Obermeyer Wealth Partners 0.02% Reduce -3.1% 4,925 $391K
Apella Capital, LLC 0.01% Add +16.4% 4,797 $389K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -8.1% 4,890 $387K
Alerus Financial NA 0.02% No change 4,854 $386K
Capital International Sarl 0.01% New 4,791 $381K
International Assets Investment Management, LLC 0.03% Reduce -3.3% 4,763 $380K
Venture Visionary Partners LLC 0.01% Reduce -9.5% 4,773 $379K
Warwick Investment Management, Inc. 0.05% Reduce -6.6% 4,758 $378K
Sowell Financial Services LLC 0.01% Add +14.3% 4,739 $376K
Journey Strategic Wealth LLC 0.01% Add +47.1% 4,727 $376K
Birch Financial Group, LLC 0.22% Add +22.5% 4,724 $375K
Petros Family Wealth, LLC 0.27% Reduce -17.5% 4,720 $375K
IFP Advisors, Inc 0.01% Reduce -33.8% 4,713 $374K
Clearstead Advisors, LLC 0.00% Reduce -25.2% 4,703 $374K
MorganRosel Wealth Management, LLC 0.15% No change 4,700 $373K
Buska Wealth Management, LLC 0.15% Add +0.8% 4,681 $372K
MAI Capital Management 0.00% Add +13.8% 4,667 $371K
Principle Wealth Partners LLC 0.02% Add +3.1% 4,662 $370K
Financial Gravity Asset Management, Inc. 0.07% Add +20.3% 4,652 $370K
First Horizon Corp. 0.02% Reduce -4.0% 4,639 $369K
Investor's Fiduciary Advisor Network, LLC 0.11% New 4,645 $368K
Access Financial Services, Inc. 0.13% Reduce -2.0% 4,612 $366K
Nautilus Advisors LLC 0.25% Add +0.8% 4,612 $366K
Claro Advisors Inc. 0.04% Add +1.4% 4,594 $365K
Affiance Financial, LLC 0.06% No change 4,592 $365K
Intrua Financial, LLC 0.04% Reduce -9.2% 4,582 $364K
Concord Wealth Partners 0.05% Reduce -1.3% 4,561 $362K
Cidel Asset Management Inc. 0.02% Add +13.8% 4,543 $361K
Poinciana Advisors Group, LLC 0.28% No change 4,524 $359K
SageGuard Financial Group, LLC 0.06% Add +0.4% 4,514 $359K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +21.8% 4,513 $359K
Evansbrook LLC 0.24% No change 4,507 $358K
Victory Financial Group, LLC 0.04% Add +2.0% 4,505 $358K
Gateway Wealth Partners, LLC 0.01% New 4,465 $355K
Frank, Rimerman Advisors LLC 0.02% Reduce -13.0% 4,441 $353K
Compound Planning, Inc. 0.01% Reduce -4.8% 4,431 $352K
First National Bank & Trust Co. of Newtown 0.08% Reduce -21.0% 4,425 $352K
Bell Bank 0.01% Reduce -9.3% 4,397 $349K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 4,371 $347K
Blue Water Asset Management 0.12% Add +3.0% 4,346 $345K
LeClair Wealth Partners LLC 0.12% New 4,346 $345K
Aventura Private Wealth, LLC 0.13% No change 4,317 $343K
Simplicity Wealth,LLC 0.02% Add +1.5% 4,261 $338K
Advisory Alpha, LLC 0.01% Reduce -1.8% 4,255 $338K
Crestwood Advisors Group, LLC 0.01% Add +9.4% 4,254 $338K
Patrick M Sweeney & Associates, Inc. 0.22% Add +2.5% 4,225 $336K
Triumph Capital Management 0.07% Add +2.1% 4,167 $333K
First Business Financial Services, Inc. 0.03% No change 4,184 $332K
RDA Financial Network 0.08% Add +1.2% 4,160 $330K
Montag A & Associates Inc. 0.02% No change 4,099 $328K
nVerses Capital, LLC 0.30% Reduce -7.4% 4,119 $327K
Farmers & Merchants Investments Inc. 0.01% Add +18.9% 4,111 $327K
Park Place Capital Corp 0.07% Reduce -25.1% 4,097 $325K
Trueblood Wealth Management, LLC 0.13% Reduce -2.3% 4,077 $324K
Leverty Financial Group, LLC 0.07% No change 4,058 $322K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Add +3.6% 4,050 $322K
JNBA Financial Advisors 0.03% No change 4,041 $321K
Peak Asset Management, LLC 0.06% Reduce -41.5% 4,016 $319K
Supplemental Annuity Collective Trust of NJ 0.09% New 4,005 $318K
Signal Advisors Wealth, LLC 0.02% Add +43.3% 3,968 $315K
Ingalls & Snyder LLC 0.01% Reduce -0.3% 3,971 $315K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -6.1% 3,964 $315K
Keudell/Morrison Wealth Management 0.06% Reduce -22.5% 3,951 $314K
LVW Advisors, LLC 0.03% Reduce -56.2% 3,942 $313K
Paragon Capital Management LLC 0.15% No change 3,931 $312K
RNC Capital Management LLC 0.01% Add +0.2% 3,921 $311K
Anchyra Partners LLC 0.09% Add +4.4% 3,910 $311K
Tyche Wealth Partners LLC 0.05% Reduce -8.7% 3,886 $309K
Premier Path Wealth Partners, LLC 0.04% Add +7.3% 3,883 $308K
Williams Jones Wealth Management, LLC. 0.00% Add +0.4% 3,862 $307K
Capital Investment Advisory Services, LLC 0.02% Add +30.3% 3,855 $306K
DORVAL Corp 0.09% No change 3,842 $305K
Financially Speaking Inc 1.47% Add +0.1% 3,808 $302K
M.E. Allison & Co., Inc. 0.20% No change 3,800 $302K
Summit Wealth Group LLC / Co. 0.03% Add +2.1% 3,790 $301K
Planning Center, Inc. 0.03% Add +0.1% 3,740 $297K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Add +0.7% 3,730 $296K
JPL Wealth Management, LLC 0.07% Add +14.1% 3,713 $295K
Patron Partners, LLC 0.13% New 3,692 $293K
Atlanta Consulting Group Advisors, LLC 0.06% Add +4.4% 3,644 $291K
Howe & Rusling Inc. 0.02% Add +0.2% 3,641 $289K
Kercheville Advisors, LLC 0.09% New 3,641 $289K
Ballast Advisors LLC 0.08% Reduce -10.6% 3,634 $289K
Versant Capital Management, Inc 0.03% Add +62.1% 3,629 $288K
Lazari Capital Management, Inc. 0.10% Add +0.2% 3,628 $288K
Heartland Bank & Trust Co 0.07% New 3,627 $288K
Catalyst Funds Management Pty Ltd 0.05% New 3,600 $286K
Simplex Trading, LLC 0.01% Reduce -63.4% 3,595 $286K
Retiremitten Financial LLC 0.14% — 3,590 $285K
Johnson Investment Counsel Inc. 0.00% Reduce -13.3% 3,589 $285K
Daymark Wealth Partners, LLC 0.01% Reduce -0.7% 3,583 $285K
Integrity Alliance, Llc. 0.01% Reduce -62.9% 3,573 $284K
Oak Thistle LLC 0.03% Reduce -90.3% 3,567 $283K
Elwood & Goetz Wealth Advisory Group, LLC 0.05% Add +0.5% 3,565 $283K
Cibc World Market Inc. 0.00% Reduce -95.9% 3,565 $283K
LCM Capital Management Inc 0.14% Reduce -0.8% 3,561 $283K
Kozak & Associates, Inc. 0.05% Add +0.7% 3,498 $281K
Alley Investment Management Company, LLC 0.03% No change 3,541 $281K
Keystone Financial Group 0.02% New 3,521 $280K
HM Payson & Co. 0.00% No change 3,515 $279K
Hoese & Co LLP 0.21% No change 3,500 $278K
Moneta Group Investment Advisors LLC 0.00% Add +16.4% 3,498 $278K
Rosenberg Matthew Hamilton 0.06% Reduce -1.8% 3,497 $278K
MQS Management LLC 0.19% Reduce -30.0% 3,486 $277K
SkyView Investment Advisors, LLC 0.04% Reduce -31.6% 3,479 $276K
First National Bank Sioux Falls 0.08% No change 3,404 $276K
AlphaCore Capital LLC 0.01% Reduce -37.9% 3,437 $274K
Scissortail Wealth Management, LLC 0.06% No change 3,449 $274K
James Hambro & Partners LLP 0.01% Reduce -32.5% 3,425 $272K
Diversify Wealth Management, LLC 0.00% New 3,450 $272K
FSB Premier Wealth Management, Inc. 0.08% Reduce -1.6% 3,402 $270K
Peoples Financial Services Corp. 0.13% No change 3,400 $270K
Hantz Financial Services, Inc. 0.00% Add +22.8% 3,405 $270K
Chesley Taft & Associates LLC 0.01% No change 3,382 $269K
BlueStem Wealth Partners, LLC 0.03% Add +0.3% 3,376 $268K
Avidian Wealth Enterprises, LLC 0.01% Add +5.4% 3,371 $268K
CoreFirst Bank & Trust 0.14% No change 3,370 $268K
FSA Advisors, Inc. 0.18% Reduce -77.8% 3,354 $266K
Mystic Asset Management, Inc. 0.06% No change 3,352 $266K
PFG Advisors 0.01% Reduce -0.9% 3,349 $266K
Boston Trust Walden Corp 0.00% No change 3,347 $266K
Wbi Investments, LLC 0.07% New 3,342 $265K
Millington Securities, LLC 0.07% — 3,342 $265K
Knollwood Investment Advisory, LLC 0.03% No change 3,323 $264K
Quarry LP 0.05% Reduce -10.4% 3,320 $264K
Smithfield Trust Co 0.01% No change 3,301 $263K
Great Diamond Partners, LLC 0.05% Add +0.2% 3,298 $262K
Occidental Asset Management, LLC 0.03% Add +0.5% 3,297 $262K
Compass Financial Group, INC 0.04% No change 3,275 $260K
ARS Wealth Advisors Group, LLC 0.02% Add +0.1% 3,274 $260K
Trust Co 0.02% Add +11.2% 3,271 $260K
Boulder Wealth Advisors, LLC 0.10% No change 3,270 $260K
Advyzon Investment Management, LLC 0.02% New 3,266 $259K
HBK Sorce Advisory LLC 0.01% Reduce -38.3% 3,268 $259K
NorthCrest Asset Manangement, LLC 0.01% Reduce -28.7% 3,213 $259K
Centric Wealth Management 0.05% Reduce -0.1% 3,179 $258K
Verition Fund Management LLC 0.00% Reduce -99.5% 3,220 $256K
Cyndeo Wealth Partners, LLC 0.01% Add +3.9% 3,210 $255K
180 Wealth Advisors, LLC 0.03% Add +0.1% 3,197 $254K
L2 Asset Management, LLC 0.02% Add +7.3% 3,192 $254K
Drive Wealth Management, LLC 0.05% Add +1.3% 3,157 $253K
SmartHarvest Portfolios, LLC 0.11% Reduce -4.1% 3,177 $252K
Bank of Hawaii 0.01% No change 3,172 $252K
Aviance Capital Partners, LLC 0.03% No change 3,163 $251K
Ausdal Financial Partners, Inc. 0.01% Reduce -8.8% 3,158 $251K
Cornerstone Wealth Management, LLC 0.01% Add +0.1% 3,157 $251K
Concord Asset Management, LLC 0.04% Reduce -1.9% 3,139 $249K
Purpose Unlimited Inc. 0.01% Add +16.8% 3,132 $249K
Coastline Trust Co 0.02% Reduce -51.5% 3,125 $248K
Confluence Wealth Services, Inc. 0.01% No change 3,120 $248K
Valued Retirements, Inc. 0.24% Add +5.0% 3,112 $247K
Portside Wealth Group, LLC 0.03% Reduce -0.0% 3,111 $247K
USAdvisors Wealth Management, LLC 0.08% Add +0.6% 3,127 $247K
Atlantic Family Wealth, LLC 0.18% Reduce -26.9% 3,106 $247K
Perennial Investment Advisors, LLC 0.02% Reduce -4.5% 3,091 $246K
North Star Asset Management Inc. 0.01% Add +2.6% 3,066 $244K
Cary Street Partners Financial LLC 0.01% Add +15.6% 3,062 $243K
Diversified Enterprises, LLC 0.01% Add +1.8% 3,061 $243K
Kennedy Capital Management LLC 0.01% Reduce -0.6% 3,057 $243K
Ascentis Independent Advisors 0.02% Add +11.3% 3,052 $243K
Accel Wealth Management 0.06% Reduce -15.7% 3,051 $242K
Mutual Advisors, LLC 0.01% Reduce -0.1% 3,048 $242K
Prelude Capital Management, LLC 0.02% Reduce -17.6% 3,040 $241K
Allianz Asset Management GmbH 0.00% Reduce -98.5% 3,026 $240K
One Capital Management, LLC 0.01% New 3,018 $240K
Everhart Financial Group, Inc. 0.02% New 3,010 $239K
Nations Financial Group Inc, /Ia/ 0.01% Reduce -29.6% 2,995 $238K
Aigen Investment Management, LP 0.06% Reduce -69.1% 2,980 $237K
NTV Asset Management LLC 0.03% No change 2,968 $236K
Ullmann Wealth Partners Group, LLC 0.02% Reduce -1.3% 2,958 $235K
GHP Investment Advisors, Inc. 0.01% Add +1.4% 2,957 $235K
Wellspring Financial Advisors, LLC 0.02% Reduce -21.3% 2,956 $235K
Kure Advisory, LLC 0.13% Reduce -8.0% 2,953 $235K
Patton Fund Management, Inc. 0.04% No change 2,950 $234K
Ramirez Asset Management, Inc. 0.03% New 2,949 $234K
Fideuram Asset Management (Ireland) dac 0.03% Reduce -59.8% 3,065 $234K
Inspire Advisors, LLC 0.02% Add +5.7% 2,948 $234K
Patriot Investment Management Group, Inc. 0.01% No change 2,942 $234K
Sharpepoint LLC 0.14% No change 2,933 $233K
Cranbrook Wealth Management, LLC 0.05% No change 2,905 $231K
Ellenbecker Investment Group 0.03% Add +0.1% 2,904 $231K
MJT & Associates Financial Advisory Group, Inc. 0.17% No change 2,879 $229K
Old National Bancorp 0.00% Reduce -0.9% 2,878 $229K
Longboard Asset Management, LP 3.94% No change 2,872 $228K
Ramsay, Stattman, Vela & Price, Inc. 0.04% No change 2,870 $228K
Carnegie Investment Counsel 0.00% New 2,859 $227K
Sunbelt Securities, Inc. 0.01% Reduce -14.7% 2,845 $226K
Ascentis Wealth Management, LLC 0.05% Add +40.7% 2,843 $226K
Madison Wealth Partners, Inc 0.04% Reduce -2.5% 2,841 $226K
Dougherty & Associates, LLC 0.21% Reduce -10.3% 2,817 $224K
Significant Wealth Partners LLC 0.28% Add +1.8% 2,812 $223K
Mindset Wealth Management, LLC 0.06% No change 2,806 $223K
Conning Inc. 0.01% Reduce -13.0% 2,802 $223K
Baker Boyer National Bank 0.07% No change 2,800 $222K
IFS Group,LLC 0.20% — 2,798 $222K
Clifford Swan Investment Counsel LLC 0.01% No change 2,796 $222K
Ascent Advisors, LLC 0.41% — 2,795 $222K
King Luther Capital Management Corp. 0.00% New 2,793 $222K
AlphaGrep UK Ltd 0.07% Reduce -49.0% 2,780 $221K
Eastern Bank 0.00% Reduce -14.9% 2,777 $221K
Colonial Trust Co / SC 0.03% Add +1.0% 2,759 $219K
Banco BTG Pactual S.A. 0.04% New 2,757 $219K
Gilman Hill Asset Management, LLC 0.03% No change 2,750 $218K
Integrated Advisors Network LLC 0.01% Reduce -26.4% 2,749 $218K
Wealth Group Ltd 0.05% No change 2,747 $218K
Walker Asset Management, LLC 0.12% Add +0.6% 2,747 $218K
Fiduciary Trust Co 0.00% New 2,746 $218K
Quantum Financial Advisors, LLC 0.02% Reduce -2.4% 2,729 $217K
SilverOak Wealth Management LLC 0.03% No change 2,721 $216K
Price Financial Group Wealth Management, Inc 3.57% Reduce -0.3% 2,689 $216K
Centiva Capital, LP 0.01% New 2,708 $215K
Avior Wealth Management, LLC 0.01% New 2,706 $215K
Jacobi Capital Management LLC 0.01% New 2,701 $215K
XY Planning Network, Inc. 0.03% New 2,685 $214K
Opes Wealth Management LLC 0.04% New 2,691 $214K
Alchemi Wealth, LLC 0.12% New 2,689 $214K
Cambient Family Office, LLC 0.03% New 2,670 $214K
Avantax Planning Partners, Inc. 0.01% Reduce -5.0% 2,679 $213K
Optas, LLC 0.03% New 2,673 $212K
Kuhn & Co Investment Counsel 0.14% New 2,662 $211K
One Wealth Capital Management, LLC 0.09% Reduce -21.8% 2,659 $211K
Ancora Advisors LLC 0.00% No change 2,660 $211K
Nilsine Partners, LLC 0.02% New 2,634 $209K
High Note Wealth, LLC 0.04% Add +0.2% 2,627 $209K
City State Bank 0.05% Reduce -0.0% 2,602 $207K
Pinnacle Associates Ltd. 0.00% Reduce -7.1% 2,589 $206K
Insigneo Advisory Services, LLC 0.01% Reduce -11.0% 2,579 $205K
KTF Investments, LLC 0.04% New 2,575 $205K
Texas Yale Capital Corp. 0.01% New 2,575 $205K
Morton Capital Management LLC 0.03% New 2,569 $204K
Natural Investments, LLC 0.05% New 2,573 $204K
Longview Financial Advisors, Inc. 0.12% New 2,550 $203K
Old Second National Bank of Aurora 0.04% No change 2,548 $202K
Arvest Bank Trust Division 0.01% New 2,539 $202K
Impact Capital Partners LLC 0.06% New 2,538 $202K
Fortress Financial Group, LLC 0.15% Reduce -30.1% 2,536 $201K
Alpine Bank Wealth Management 0.03% New 2,535 $201K
360 Financial, Inc. 0.06% New 2,532 $201K
Exencial Wealth Advisors, LLC 0.01% Reduce -21.9% 2,531 $201K
Hilltop National Bank 0.05% No change 2,529 $201K
Thoroughbred Financial Services, LLC 0.01% New 2,520 $200K
Basecamp Wealth Advisors LLC 0.04% Reduce -2.9% 2,510 $199K
E Fund Management (Hong Kong) Co., Ltd. 0.09% No change 2,500 $199K
Virtus Investment Advisers, LLC 0.05% Add +11.1% 2,446 $194K
True Link Financial Advisors, LLC 0.01% Reduce -20.4% 2,437 $194K
Sound Income Strategies, LLC 0.01% Reduce -0.9% 2,418 $193K
Cassaday & Co Wealth Management LLC 0.00% New 2,422 $192K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 2,376 $189K
N.E.W. Advisory Services LLC 0.01% No change 2,349 $187K
Whipplewood Advisors, LLC 0.10% Add +0.9% 2,346 $186K
LRI Investments, LLC 0.02% Add +10.2% 2,278 $181K
Motco 0.02% No change 2,266 $180K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,241 $178K
Family Capital Trust Co 0.06% Add +5.0% 2,235 $178K
Creative Capital Management Investments LLC 0.05% No change 2,162 $172K
Whittier Trust Co. 0.00% Add +25.0% 2,090 $168K
Opal Wealth Advisors, LLC 0.04% New 2,102 $167K
Vestor Capital, LLC 0.01% New 2,076 $165K
St Germain D J Co. Inc. 0.01% Reduce -10.9% 2,069 $164K
Millstone Evans Group, LLC 0.10% Reduce -0.1% 2,051 $163K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.9% 2,027 $161K
Founders Capital Management 0.08% Reduce -20.0% 2,000 $159K
Chilton Capital Management LLC 0.01% No change 2,000 $159K
Riverview Trust Co 0.19% No change 1,988 $158K
Cromwell Holdings LLC 0.09% Add +0.8% 1,933 $155K
CoreCap Advisors, LLC 0.01% Add +5.4% 1,920 $153K
Costello Asset Management, INC 0.05% No change 1,914 $152K
Beacon Investment Advisory Services, Inc. 0.01% New 1,900 $151K
Lummis Asset Management, LP 0.09% No change 1,899 $151K
Marquette Asset Management, LLC 0.02% No change 1,867 $148K
Steph & Co. 0.04% No change 1,853 $147K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -16.2% 1,802 $143K
Colonial Trust Advisors 0.01% No change 1,795 $143K
Toth Financial Advisory Corp. 0.02% Add +183.3% 1,776 $141K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,700 $140K
Golden State Wealth Management, LLC 0.01% Reduce -5.9% 1,715 $136K
Intesa Sanpaolo Wealth Management 0.03% Add +14.2% 1,672 $133K
Optiver Holding B.V. 0.01% Add +55.4% 1,664 $132K
Parkside Financial Bank & Trust 0.01% Reduce -12.8% 1,651 $131K
CYBER HORNET ETFs LLC 0.08% Add +2.8% 1,627 $130K
Deseret Mutual Benefit Administrators 0.04% Add +73.2% 1,593 $127K
MTM Investment Management, LLC 0.04% No change 1,584 $126K
Westfuller Advisors, LLC 0.05% Reduce -0.8% 1,562 $125K
Wall Street Financial Group, Inc. 0.07% New 1,569 $125K
Root Financial Partners, LLC 0.01% Add +7.2% 1,541 $122K
Avalon Trust Co 0.01% No change 1,509 $120K
First Community Trust NA 0.09% No change 1,500 $119K
Cherry Tree Wealth Management, LLC 0.03% Reduce -18.7% 1,491 $118K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,471 $118K
Hanson & Doremus Investment Management 0.01% Reduce -5.8% 1,459 $116K
IFS Advisors, LLC 0.06% Add +53.9% 1,450 $115K
Capula Management Ltd 0.00% New 1,444 $115K
Ostrum Asset Management 0.01% Add +1.5% 1,415 $112K
Richardson Financial Services Inc. 0.07% Add +2.6% 1,395 $111K
North Ridge Wealth Advisors, Inc. 0.06% No change 1,356 $108K
GeoWealth Management, LLC 0.00% Add +4.4% 1,342 $107K
Capital Advisors, Ltd. LLC 0.01% No change 1,301 $103K
Pinnacle Bancorp, Inc. 0.03% No change 1,277 $101K
IAG Wealth Partners, LLC 0.01% No change 1,276 $101K
Aster Capital Management (DIFC) Ltd 0.03% Add +76.5% 1,405 $99K
Bank of New Hampshire 0.02% Reduce -24.6% 1,229 $98K
Wolff Wiese Magana LLC 0.05% Add +0.3% 1,225 $97K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% No change 1,225 $97K
Country Trust Bank 0.00% Reduce -4.9% 1,220 $97K
NBT Bank, N.A. 0.01% Add +717.6% 1,210 $96K
Global Assets Advisory, LLC 0.03% New 1,210 $96K
Delos Wealth Advisors, LLC 0.05% No change 1,200 $95K
SBI Securities Co., Ltd. 0.00% Reduce -1.9% 1,152 $92K
Dorato Capital Management 0.07% No change 1,112 $91K
Manchester Capital Management LLC 0.01% Reduce -19.5% 1,137 $90K
Vision Financial Markets LLC 0.09% No change 1,110 $88K
Catalyst Capital Advisors LLC 0.00% Reduce -8.7% 1,107 $88K
Prudent Man Investment Management, Inc. 0.03% No change 1,178 $87K
Harbor Asset Planning, Inc. 0.07% No change 1,092 $87K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,069 $86K
Washington Trust Advisors, Inc. 0.01% Add +1.8% 1,049 $83K
Cary Street Partners Investment Advisory LLC 0.02% Add +6.4% 1,049 $83K
Heritage Wealth Advisors 0.00% No change 1,040 $83K
Quent Capital, LLC 0.01% Reduce -0.4% 1,023 $81K
Front Row Advisors LLC 0.03% No change 1,013 $81K
Capital Analysts, LLC 0.00% No change 1,016 $81K
Loomis Sayles & Co. L P 0.00% Add +0.4% 1,007 $80K
Harbor Investment Advisory, LLC 0.01% Reduce -8.8% 1,005 $80K
Hager Investment Management Services, LLC 0.04% No change 1,000 $79K
Financial Consulate, Inc. 0.01% Add +0.8% 990 $79K
Keating Financial Advisory Services, Inc. 0.01% Reduce -2.5% 959 $76K
Centennial Bank 0.03% No change 947 $75K
Salem Investment Counselors Inc. 0.00% New 933 $75K
Leonteq Securities AG 0.00% Reduce -84.4% 925 $73K
Bullock Wealth Management Group 0.04% Add +0.7% 899 $72K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $72K
True Wealth Design, LLC 0.02% Add +1.5% 897 $71K
Timothy G. Youngquist 2020 Irrevocable Trust 0.03% New 877 $70K
Oakworth Capital, Inc. 0.00% Reduce -12.3% 867 $69K
Creative Financial Designs Inc. 0.00% Add +0.7% 859 $68K
Addison Advisors LLC 0.01% No change 857 $68K
Truvestments Capital LLC 0.01% Add +5.3% 857 $68K
Burkett Financial Services, LLC 0.02% Add +0.9% 825 $66K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -7.8% 805 $64K
Rossby Financial, LCC 0.01% Add +217.9% 801 $64K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -20.4% 798 $63K
Salomon & Ludwin, LLC 0.01% No change 777 $63K
SHP Wealth Management 0.00% Add +6.2% 788 $63K
Financial Perspectives, Inc 0.02% No change 767 $61K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -84.6% 761 $60K
Bell Investment Advisors, Inc 0.01% Reduce -17.7% 746 $59K
McIlrath & Eck, LLC 0.00% No change 733 $58K
Strengthening Families & Communities, LLC 0.01% Reduce -0.1% 724 $58K
Ossiam 0.00% Reduce -9.7% 719 $57K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -28.8% 698 $56K
Essential Partners LLC 0.02% Add +1.3% 699 $56K
Lloyd Advisory Services, LLC. 0.02% Reduce -76.2% 670 $53K
Kingdom Financial Group LLC. 0.02% Add +268.1% 670 $53K
Broadwater Capital Management LLC 0.04% No change 720 $53K
CVA Family Office, LLC 0.01% Add +67.8% 668 $53K
RMG Wealth Management LLC 0.01% Reduce -3.7% 648 $52K
Rothschild Investment LLC 0.00% Add +15.1% 657 $52K
Bayforest Capital Ltd 0.06% New 652 $52K
Kimelman & Baird, LLC 0.00% No change 652 $52K
Twin Peaks Wealth Advisors, LLC 0.01% New 637 $51K
SOA Wealth Advisors, LLC. 0.01% No change 636 $51K
Tower View Wealth Management LLC 0.03% Add +0.6% 635 $50K
Prestige Wealth Management Group LLC 0.01% No change 631 $50K
North Star Investment Management Corp. 0.00% Reduce -40.0% 631 $50K
GS Investments, Inc. 0.03% Reduce -8.0% 618 $49K
Bruce G. Allen Investments, LLC 0.03% Add +10.0% 605 $48K
Tsfg, LLC 0.01% No change 609 $48K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.9% 590 $48K
Towne Trust Company, N.A 0.01% No change 584 $46K
Strategic Wealth Advisors LLC 0.04% No change 590 $46K
Gilpin Wealth Management, LLC 0.04% No change 578 $46K
Piscataqua Savings Bank 0.03% No change 575 $46K
Elevation Wealth Partners, LLC 0.02% No change 572 $45K
Caldwell Trust Co 0.00% No change 569 $45K
Silver Grove Financial Group, Inc. 0.04% New 566 $45K
Bfsg, LLC 0.00% Reduce -12.2% 545 $43K
Ankerstar Wealth, LLC 0.04% No change 533 $43K
Luken Investment Analytics, LLC 0.02% Reduce -0.9% 526 $42K
Advocate Investing Services LLC 0.04% No change 520 $41K
Measured Wealth Private Client Group, LLC 0.01% No change 519 $41K
Tidemark, LLC 0.01% Add +8.6% 505 $40K
Crews Bank & Trust 0.01% No change 504 $40K
Monetary Management Group Inc. 0.01% No change 500 $40K
Archer Investment Corp 0.01% No change 500 $40K
Cedar Mountain Advisors, LLC 0.01% New 495 $39K
Peterson Wealth Management 0.02% New 491 $39K
Owl Creek Wealth Partners LLC 0.01% — 490 $39K
Flagship Wealth Advisors, LLC 0.02% Reduce -55.3% 567 $39K
BankPlus Trust Department 0.01% No change 483 $38K
Collier Financial 0.03% Add +0.8% 476 $38K
Pittenger & Anderson Inc. 0.00% No change 471 $37K
First Command Advisory Services, Inc. 0.00% Add +14.8% 459 $36K
GW&K Investment Management, LLC 0.00% Add +0.9% 451 $36K
Beacon Financial Strategies CORP 0.02% No change 450 $36K
TD Waterhouse Canada Inc. 0.00% Add +348.0% 448 $36K
Canopy Partners, LLC 0.01% Reduce -28.3% 436 $35K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $33K
Winch Advisory Services, LLC 0.01% Add +0.8% 401 $32K
Strategic Investment Solutions, Inc. 0.01% No change 400 $32K
Strategic Wealth Partners, Ltd. 0.00% Add +6.7% 397 $32K
Fortitude Family Office, LLC 0.01% Add +30.7% 379 $30K
Abound Wealth Management 0.01% No change 361 $29K
Adirondack Trust Co. 0.01% Reduce -0.8% 356 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $28K
Evolution Wealth Management Inc. 0.02% Add +365.3% 349 $28K
Curio Wealth, LLC 0.01% Add +1.2% 345 $27K
Nemes Rush Group LLC 0.00% Add +7.0% 336 $27K
JFS Wealth Advisors, LLC 0.00% Reduce -24.8% 322 $26K
Glen Eagle Advisors, LLC 0.00% No change 300 $24K
Main Street Group, LTD 0.01% New 295 $23K
Basepoint Wealth LLC 0.01% Add +1.0% 293 $23K
American National Bank & Trust 0.00% No change 290 $23K
Fairscale Capital, LLC 0.02% No change 277 $22K
Blueline Advisors LLC 0.02% Add +0.4% 279 $22K
MidFirst Bank 0.00% Add +10.7% 279 $22K
MCF Advisors LLC 0.00% No change 270 $22K
Private Wealth Asset Management, LLC 0.00% Reduce -1.8% 271 $22K
Plante Moran Financial Advisors, LLC 0.00% Add +440.0% 270 $21K
Quest 10 Wealth Builders, Inc. 0.02% Add +1640.0% 261 $21K
Arlington Trust Co LLC 0.00% Add +207.1% 258 $20K
Physician Wealth Advisors, Inc. 0.00% Add +17.4% 257 $20K
Kemnay Advisory Services Inc. 0.00% Add +6.8% 251 $20K
Mb, Levis & Associates, LLC 0.01% No change 250 $20K
Missouri Trust & Investment Co 0.01% Reduce -12.9% 250 $20K
Bangor Savings Bank 0.00% No change 250 $20K
Armstrong Advisory Group, Inc. 0.00% No change 245 $19K
Elevated Capital Advisors, LLC 0.00% Reduce -2.1% 237 $19K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $19K
Global Wealth Strategies & Associates 0.00% No change 228 $18K
Covestor Ltd 0.01% Reduce -74.1% 229 $18K
MV Capital Management, Inc. 0.00% Add +0.9% 220 $17K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% Reduce -34.5% 201 $16K
Scarborough Advisors, LLC 0.00% No change 200 $16K
Westside Investment Management, Inc. 0.00% No change 197 $16K
Richard W. Paul & Associates, LLC 0.01% Reduce -31.1% 197 $16K
Rialto Wealth Management, LLC 0.00% Add +12.8% 194 $15K
Signature Equity Partners, LLC 0.01% Reduce -2.0% 192 $15K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $15K
Caitlin John, LLC 0.01% No change 190 $15K
BOK Financial Private Wealth, Inc. 0.00% No change 187 $15K
Medallion Wealth Advisors, LLC 0.00% No change 184 $15K
Sachetta, LLC 0.01% Add +117.7% 172 $14K
Financial Management Professionals, Inc. 0.00% Add +4.9% 170 $14K
PFS Partners, LLC 0.01% Add +1.2% 167 $13K
Asset Dedication, LLC 0.00% Reduce -30.3% 166 $13K
Dogwood Wealth Management LLC 0.01% Add +19.0% 163 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 162 $13K
DecisionPoint Financial, LLC 0.00% Reduce -22.9% 158 $13K
Valued Wealth Advisors LLC 0.01% Add +33.3% 156 $12K
Strive Financial Group ,LLC 0.01% No change 153 $12K
Joseph Group Capital Management 0.00% New 151 $12K
Webster Bank, N. A. 0.00% Reduce -53.9% 150 $12K
Prosperity Bancshares Inc 0.01% Add +1533.3% 147 $12K
Godfrey Financial Associates, Inc. 0.01% Reduce -0.7% 143 $11K
Wilkerson Advisory Group LLC 0.00% Add +220.4% 141 $11K
Dunhill Financial, LLC 0.00% Add +0.7% 140 $11K
Avion Wealth 0.00% Add +20.0% 144 $11K
Clearstead Trust, LLC 0.00% No change 138 $11K
YANKCOM Partnership 0.00% New 136 $11K
Legacy Wealth Managment, LLC 0.01% New 132 $10K
Cornerstone Planning Group LLC 0.00% Add +50.0% 126 $10K
Valley National Advisers Inc. 0.00% Add +18.1% 137 $10K
Investors Portfolio Services LLC 0.01% No change 121 $10K
Synergy Investment Management, LLC 0.00% New 118 $9K
Dagco, Inc. 0.00% No change 118 $9K
Stone House Investment Management, LLC 0.00% Add +177.5% 111 $9K
Transamerica Financial Advisors, LLC 0.00% Add +107.7% 108 $9K
NFSG Corp 0.00% No change 105 $8K
Duncker Streett & Co. Inc. 0.00% No change 100 $8K
Clayton Financial Group LLC 0.00% No change 99 $8K
DT Investment Partners, LLC 0.00% No change 98 $8K
Red Tortoise LLC 0.00% No change 95 $8K
Key Capital Management, INC 0.00% Add +193.3% 88 $7K
Highline Wealth Partners LLC 0.00% Add +2.3% 88 $7K
Aspect Partners, LLC 0.00% No change 88 $7K
Fairman Group, LLC 0.01% No change 86 $7K
LGT Financial Advisors LLC 0.04% Add +1.2% 86 $7K
Mascoma Wealth Management LLC 0.00% Add +8.0% 81 $6K
Networth Advisors, LLC 0.00% Add +788.9% 80 $6K
Raffa Wealth Management, LLC 0.00% Add +5.6% 76 $6K
Cornerstone Financial Management LLC 0.01% Add +21.7% 73 $6K
Boreal Capital Management LLC 0.01% No change 72 $6K
Olistico Wealth, LLC 0.00% Reduce -72.8% 71 $6K
Great Lakes Advisors, LLC 0.00% No change 69 $5K
Bare Financial Services, Inc 0.00% Add +9.7% 68 $5K
Bay Harbor Wealth Management, LLC 0.00% Add +47.8% 68 $5K
TD Capital Management LLC 0.00% Add +350.0% 63 $5K
Grove Bank & Trust 0.00% No change 61 $5K
Ares Financial Consulting, LLC 0.00% No change 59 $5K
TFC Financial Management, Inc. 0.00% No change 57 $5K
Proathlete Wealth Management LLC 0.00% No change 57 $5K
POM Investment Strategies, LLC 0.01% No change 56 $4K
Security National Bank 0.00% New 55 $4K
Destiny Wealth Partners, LLC 0.00% New 55 $4K
SJS Investment Consulting Inc. 0.00% Add +30.8% 51 $4K
Hughes Financial Services, LLC 0.00% Add +30.8% 51 $4K
Penserra Capital Management LLC 0.00% No change 51 $4K
Independence Bank of Kentucky 0.00% No change 50 $4K
Anchor Investment Management, LLC 0.00% No change 48 $4K
Burk Holdings LLC 0.00% New 46 $4K
Magnolia Wealth Management, LLC 0.00% New 45 $4K
Kilter Group LLC 0.00% Add +28.6% 45 $4K
Pacifica Partners Inc. 0.00% No change 45 $4K
Bard Associates Inc. 0.00% New 41 $3K
Rakuten Securities, Inc. 0.00% New 40 $3K
Granite FO LLC 0.00% No change 39 $3K
Principia Wealth Advisory, LLC 0.00% Add +31.0% 38 $3K
Holos Integrated Wealth LLC 0.00% No change 33 $3K
Investors Research Corp 0.00% New 33 $3K
WPG Advisers, LLC 0.00% No change 32 $3K
Clark Wealth Partners 0.00% Reduce -22.5% 31 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 30 $2K
Key Financial Inc 0.00% No change 29 $2K
WestEnd Advisors, LLC 0.00% No change 25 $2K
Dynamic Wealth Strategies, LLC 0.00% New 24 $2K
American Capital Advisory, LLC 0.00% Add +4.8% 22 $2K
Portus Wealth Advisors, LLC 0.00% New 20 $2K
EFG International AG 0.00% New 20 $2K
Signature Resources Capital Management, LLC 0.00% No change 19 $2K
Sunrise Financial Services, LLC 0.00% No change 18 $1K
Picton Mahoney Asset Management 0.00% Reduce -99.9% 18 $1K
Private Wealth Management Group, LLC 0.00% No change 17 $1K
1015 Capital Partners, LLC 0.00% Add +45.5% 16 $1K
WealthCollab, LLC 0.00% No change 13 $1K
Phillip James Consulting Co. 0.00% New 6 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 18 $1K
HFM Investment Advisors, LLC 0.00% No change 12 $953
Intentional Wealth Strategies, LLC 0.00% — 11 $874
Retirement Wealth Solutions LLC 0.00% Reduce -8.3% 11 $874
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $801
Silicon Valley Capital Partners 0.00% New 10 $794
Caitong International Asset Management Co., Ltd 0.00% Reduce -9.1% 10 $794
TopTier Wealth Management, LLC 0.00% New 9 $715
Quaker Wealth Management, LLC 0.00% Reduce -18.2% 9 $715
Crewe Advisors LLC 0.00% New 9 $715
Davis Capital Management 0.00% No change 8 $636
Atlas Capital Advisors Inc. 0.00% No change 8 $635
Breakwater Investment Management 0.00% No change 7 $557
Seneschal Advisors, LLC 0.00% Add +20.0% 6 $477
Trust Co. of Toledo NA 0.00% New 5 $397
IMA Advisory Services, Inc. 0.00% No change 3 $240
Nvest Wealth Strategies, Inc. 0.00% New 3 $239
3 Factor Indexing, LLC 0.00% — 2 $159
Arcadia Investment Management Corp. 0.00% No change 2 $159
Meeder Asset Management Inc. 0.00% Reduce -99.6% 1 $79

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