Xcel EnergyXEL

13F holders, Q2 2026 (June 30)
1,294holders +19
100new positions
76sold out
10famous investors
$80.40avg. 13F price*

At the end of Q2 2026, 1,294 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 19 from Q1 2026. 100 opened new positions and 76 sold out. The largest holders were BlackRock, Inc. ($4.9B), Vanguard Capital Management LLC ($3.3B) and State Street Corp. ($3.1B). 10 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Steve Cohen (0.2% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions100$349.7M
Exits76$222.8M

All 13F filers, Q1 2026 → Q2 2026: 52,690,553 shares bought and 27,480,917 shares sold, net +25,209,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,294 holders

BlackRock, Inc. 0.07% Add +13.0% 60,898,333 $4.9B
Vanguard Capital Management LLC 0.07% Add +3.2% 40,769,716 $3.3B
State Street Corp. 0.09% Add +4.8% 38,896,012 $3.1B
Vanguard Portfolio Management LLC 0.13% Add +2.4% 35,610,992 $2.9B
Bank of America Corp. 0.15% Add +1.7% 29,933,748 $2.4B
Capital Research Global Investors 0.33% Add +7.5% 29,301,965 $2.4B
JPMorgan Chase & Co. 0.10% Reduce -24.2% 21,741,661 $1.8B
Invesco Ltd. 0.14% Add +1.0% 21,381,193 $1.7B
Geode Capital Management, LLC 0.08% Add +6.2% 18,042,089 $1.4B
Massachusetts Financial Services Co. 0.42% Reduce -10.0% 16,269,553 $1.3B
FMR LLC 0.04% Add +66.0% 11,152,597 $895.6M
GQG Partners LLC 1.66% Reduce -0.8% 11,104,441 $891.7M
Goldman Sachs Group Inc. 0.09% Add +56.9% 10,997,965 $883.1M
Aristotle Capital Management, LLC 1.76% Reduce -5.8% 10,459,005 $839.9M
Pictet Asset Management Holding SA 0.69% Add +1.9% 9,038,572 $725.8M
Barrow Hanley Mewhinney & Strauss LLC 2.15% Add +58.2% 8,818,013 $708.1M
Morgan Stanley 0.03% Add +10.1% 7,894,693 $633.9M
Franklin Resources Inc. 0.14% Add +1.3% 7,869,605 $631.9M
T. Rowe Price Associates Inc. 0.06% Reduce -7.0% 7,034,477 $564.9M
Legal & General Group Plc 0.10% Add +1.1% 6,270,777 $503.5M
Deutsche Bank AG 0.13% Add +34.5% 5,403,828 $433.9M
Northern Trust Corp. 0.05% Add +2.2% 5,242,023 $420.9M
Charles Schwab Investment Management Inc. 0.04% Add +5.9% 4,175,031 $335.3M
Royal Bank of Canada 0.05% Reduce -4.8% 3,687,605 $296.1M
Newport Trust Company, LLC 0.70% Reduce -1.3% 3,612,435 $290.1M
Vanguard Fiduciary Trust Co. 0.06% Add +4.4% 3,505,386 $281.5M
Bank of New York Mellon Corp 0.05% Reduce -0.3% 3,489,252 $280.2M
Bank of Montreal 0.10% Add +393.6% 3,395,450 $272.7M
Reaves W H & Co. Inc. 4.09% Reduce -5.4% 3,358,472 $269.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +14.0% 3,103,309 $249.2M
Boston Partners 0.22% Add +3.2% 3,062,841 $245.9M
BNP Paribas Financial Markets 0.13% Add +39.1% 3,018,604 $242.4M
American Century Companies Inc. 0.10% Reduce -1.8% 2,914,185 $234.0M
Nuveen, LLC 0.06% Add +0.1% 2,912,726 $233.9M
Magellan Asset Management Ltd 5.06% Add +21.7% 2,818,534 $226.3M
Mitsubishi UFJ Trust & Banking Corp 0.48% Add +4.0% 2,747,651 $220.6M
CBRE Investment Management Listed Real Assets LLC 3.02% Add +3.7% 2,692,983 $216.2M
UBS Group AG 0.03% Reduce -17.1% 2,679,109 $215.1M
Electron Capital Partners, LLC 8.09% Add +31.4% 2,522,174 $202.5M
Federated Hermes, Inc. 0.28% Reduce -15.6% 2,458,085 $197.4M
Duff & Phelps Investment Management Co. 1.83% Reduce -0.2% 2,419,977 $194.3M
Russell Investments Group, Ltd. 0.17% Reduce -4.8% 2,373,871 $190.7M
Zimmer Partners, LP 4.41% Reduce -11.6% 2,323,610 $186.6M
Dimensional Fund Advisors LP 0.03% Add +3.6% 2,126,199 $170.8M
Toronto Dominion Bank 0.29% Add +20.9% 2,120,825 $170.3M
Cohen & Steers, Inc. 0.27% Add +13.0% 2,104,718 $169.0M
Nordea Investment Management AB 0.14% Reduce -1.1% 2,077,391 $168.6M
Ameriprise Financial Inc. 0.03% Add +2.4% 2,000,918 $160.7M
Principal Financial Group Inc. 0.07% Reduce -5.0% 1,863,034 $149.6M
Adage Capital Partners Gp, L.L.C. 0.21% Add +18.1% 1,859,342 $149.3M
Jennison Associates LLC 0.09% Reduce -3.3% 1,858,552 $149.2M
Swiss National Bank 0.07% Add +1.4% 1,760,500 $141.4M
Brookfield Corp 0.17% New 1,632,769 $131.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +12.6% 1,582,019 $127.0M
Raymond James Financial Inc. 0.03% Reduce -14.5% 1,566,555 $125.8M
LPL Financial LLC 0.03% Reduce -8.4% 1,526,598 $122.6M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +4.8% 1,515,264 $121.7M
CIBC Bancorp USA Inc. 0.15% Add +555.1% 1,509,192 $121.3M
Wells Fargo & Company 0.02% Reduce -9.6% 1,464,676 $117.6M
Citigroup Inc. 0.05% Add +68.9% 1,446,471 $116.2M
Point72 Asset Management 0.18% Add +37.0% 1,400,937 $112.5M
Barclays PLC 0.04% Add +0.5% 1,397,855 $112.2M
Qube Research & Technologies Ltd 0.12% Reduce -51.4% 1,378,877 $110.7M
Vanguard Global Advisers, LLC 0.05% Add +4.2% 1,345,723 $108.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.07% Add +16.8% 1,300,280 $104.4M
HSBC Holdings PLC 0.05% Reduce -6.2% 1,260,938 $101.7M
Assenagon Asset Management S.A. 0.12% Add +6158.2% 1,173,283 $94.2M
Jupiter Topco LLC 0.04% — 1,173,563 $94.2M
Voloridge Investment Management, LLC 0.40% Add +186.1% 1,160,841 $93.2M
Sei Investments Co. 0.08% Reduce -4.5% 1,105,703 $88.8M
Millennium Management 0.06% Reduce -18.9% 1,093,607 $87.8M
HITE Hedge Asset Management LLC 4.68% Reduce -8.6% 1,060,792 $85.2M
Balyasny Asset Management L.P. 0.16% Reduce -15.2% 1,035,575 $83.2M
Regions Financial Corp. 0.50% Add +0.1% 1,034,471 $83.1M
Rhumbline Advisers 0.06% Add +4.5% 1,029,444 $82.7M
Energy Income Partners, LLC 1.29% Add +2.2% 1,022,550 $82.1M
Arrowstreet Capital, Limited Partnership 0.03% Add +2.4% 959,135 $77.0M
ExodusPoint Capital Management, LP 0.71% Reduce -4.5% 949,886 $76.3M
Amundi 0.02% Reduce -57.6% 938,492 $75.4M
First Trust Advisors LP 0.04% Reduce -7.9% 903,473 $72.5M
AQR Capital Management 0.03% Add +25.3% 894,378 $71.8M
Nomura Asset Management International Inc. 0.11% Reduce -10.2% 888,828 $71.4M
Mizuho Markets Americas LLC 1.27% Add +9.9% 885,200 $71.1M
Victory Capital Management Inc. 0.04% Reduce -1.3% 826,985 $66.4M
Envestnet Asset Management Inc. 0.02% Reduce -19.7% 826,350 $66.4M
National Pension Service 0.04% Add +6.3% 803,504 $64.5M
Squarepoint Ops LLC 0.13% Add +116.7% 799,666 $64.2M
Freestone Grove Partners LP 0.42% Reduce -38.6% 798,283 $64.1M
California Public Employees Retirement System 0.03% Reduce -29.0% 758,615 $60.9M
Canada Pension Plan Investment Board 0.03% Add +126.7% 728,290 $58.5M
California State Teachers Retirement System 0.05% Add +6.1% 726,220 $58.3M
Vaughan David Investments LLC 1.15% Reduce -0.2% 719,761 $57.8M
Citadel Advisors 0.03% Add +1.4% 710,776 $57.1M
Macquarie Group Ltd. 0.24% Add +11.7% 696,209 $55.9M
Perpetual Ltd 0.79% New 688,313 $55.3M
ProShare Advisors LLC 0.08% Reduce -22.8% 682,611 $54.8M
National Bank of Canada 0.05% Add +67.7% 672,934 $54.0M
Teilinger Capital Ltd. 35.53% Add +1.5% 670,000 $53.8M
Merewether Investment Management, LP 0.99% Reduce -57.2% 654,993 $52.6M
Old Republic International Corp. 1.93% Reduce -1.0% 641,400 $51.5M
Alliancebernstein L.P. 0.02% Add +3.9% 638,436 $50.7M
Vanguard Investments Australia, Ltd. 0.12% Add +8.4% 623,511 $50.1M
Manufacturers Life Insurance Company, The 0.04% Reduce 0.0% 617,452 $49.6M
EP Wealth Advisors, LLC 0.19% Add +8.4% 613,442 $49.3M
Anchor Capital Advisors LLC 1.36% Reduce -2.0% 604,296 $48.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +0.1% 577,076 $46.3M
Allspring Global Investments Holdings, LLC 0.07% Add +13.4% 575,359 $45.9M
Zurich Insurance Group Ltd 0.30% Reduce -30.8% 539,509 $43.3M
Creative Planning 0.03% Add +21.1% 534,313 $42.9M
Soros Fund Management 0.75% Add +4.9% 533,324 $42.8M
Gabelli Funds LLC 0.28% No change 531,216 $42.7M
State Board of Administration of Florida Retirement System 0.07% Reduce -1.0% 520,544 $41.8M
Tidal Investments LLC 0.10% Add +118.3% 505,096 $40.6M
Donaldson Capital Management, LLC 1.15% Add +3.6% 501,050 $40.2M
Primecap Management Co. 0.02% Add +640.8% 496,300 $39.9M
Hudson Bay Capital Management LP 0.21% Add +4.2% 491,605 $39.5M
Quantinno Capital Management LP 0.05% Add +14.8% 486,583 $39.1M
NEOS Investment Management LLC 0.14% Add +15.8% 470,337 $37.8M
Clean Energy Transition LLP 2.41% New 430,722 $34.6M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +15.3% 429,729 $34.5M
New York State Teachers Retirement System 0.06% Reduce -1.7% 409,720 $32.9M
PNC Financial Services Group, Inc. 0.02% Add +93.3% 407,128 $32.7M
Verition Fund Management LLC 0.25% Add +12380.6% 401,875 $32.3M
STRS Ohio 0.12% Add +30.6% 396,830 $31.9M
OMERS ADMINISTRATION Corp 0.19% Reduce -77.8% 396,792 $31.9M
Wealth Enhancement Advisory Services, LLC 0.05% Add +9.7% 401,620 $31.8M
Jefferies Financial Group Inc. 0.30% Add +808.6% 393,348 $31.6M
Mairs & Power Inc. 0.29% Reduce -2.4% 392,497 $31.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +2.3% 377,879 $30.3M
FIL Ltd 0.02% Add +1259.9% 376,815 $30.3M
Van Eck Associates Corp. 0.02% Add +24.9% 364,155 $29.2M
Natixis Advisors, LLC 0.03% Add +3.5% 363,594 $29.2M
APG Asset Management N.V. 0.07% Add +38.8% 415,443 $29.2M
Guggenheim Capital LLC 0.19% Add +5.0% 361,421 $29.0M
CANADA LIFE ASSURANCE Co 0.05% Add +2.8% 356,143 $28.5M
Korea Investment CORP 0.05% Add +25.6% 335,695 $27.0M
State of Wisconsin Investment Board 0.05% Reduce -1.4% 335,481 $26.9M
Stifel Financial Corp. 0.02% Add +13.8% 330,222 $26.5M
SG Americas Securities, LLC 0.02% Reduce -30.7% 326,449 $26.2M
Capital Fund Management S.A. 0.19% Reduce -15.4% 322,199 $25.9M
Treasurer of the State of North Carolina 0.07% Reduce -53.6% 319,749 $25.7M
CIBC Asset Management Inc 0.06% Add +8.0% 318,308 $25.6M
Allianz Asset Management GmbH 0.02% Add +10366.0% 316,702 $25.4M
Public Employees Retirement System of Ohio 0.07% Add +6.1% 314,242 $25.2M
Asset Management One Co., Ltd. 0.06% Reduce -0.7% 307,771 $24.7M
Chevy Chase Trust Holdings, LLC 0.06% Add +3.3% 302,981 $24.3M
Prudential Financial Inc. 0.03% Add +2.8% 294,844 $23.7M
Associated Banc-Corp 0.54% Add +0.2% 285,244 $22.9M
Beck Bode, LLC 3.34% Add +2.6% 274,313 $22.0M
Nissay Asset Management Corp. /Japan 0.09% Add +2.6% 270,775 $21.7M
Azimuth Capital Investment Management LLC 0.71% Add +0.0% 261,474 $21.0M
Viking Fund Management LLC 1.87% No change 260,000 $20.9M
New York State Common Retirement Fund 0.03% Add +6.8% 258,498 $20.8M
BW Gestao de Investimentos Ltda. 0.50% Add +4.9% 256,306 $20.6M
Nomura Asset Management Co. Ltd. 0.04% Add +6.8% 252,133 $20.2M
Eurizon Capital SGR S.p.A. 0.05% Reduce -0.5% 251,612 $20.2M
US Bancorp \de 0.02% Reduce -2.4% 248,969 $20.0M
Rafferty Asset Management, LLC 0.04% Add +23.9% 243,132 $19.5M
TD Asset Management Inc 0.02% Add +1.5% 241,722 $19.4M
Aventail Capital Group, LP 1.09% Reduce -7.8% 236,603 $19.0M
Susquehanna Portfolio Strategies, LLC 0.30% Reduce -39.3% 232,642 $18.7M
Credit Agricole S A 0.05% Add +853.4% 232,541 $18.7M
Daiwa Securities Group Inc. 0.04% Reduce -9.8% 229,787 $18.5M
Jump Financial, LLC 0.18% Add +1189.8% 228,669 $18.4M
Cerity Partners LLC 0.02% Reduce -8.1% 226,421 $18.2M
Defiance ETFs, LLC 0.25% Add +261.8% 225,867 $18.0M
Ensign Peak Advisors, Inc 0.03% Add +24.1% 222,128 $17.8M
Commonwealth Equity Services, LLC 0.02% Reduce -4.8% 218,955 $17.6M
Allworth Financial LP 0.07% Reduce -2.5% 217,555 $17.5M
Cetera Investment Advisers 0.02% Add +4.0% 215,973 $17.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +2.2% 214,988 $17.3M
Blue Chip Partners, LLC 1.08% Add +0.9% 212,165 $17.0M
XTX Topco Ltd 0.22% Add +364.5% 207,504 $16.7M
PBU - The Pension Fund of Early Childhood & Youth Educators 0.38% Add +4.5% 207,134 $16.6M
State of Tennessee, Department of Treasury 0.05% Reduce -0.7% 204,018 $16.4M
Renaissance Technologies 0.02% Reduce -62.6% 203,074 $16.3M
State of New Jersey Common Pension Fund D 0.06% No change 200,668 $16.1M
AE Wealth Management LLC 0.07% Reduce -11.6% 198,538 $15.9M
Tema ETFs LLC 0.51% Add +43.3% 196,808 $15.8M
BTG Pactual Asset Management US LLC 1.19% Add +45.4% 196,478 $15.8M
Resona Asset Management Co.,Ltd. 0.07% Reduce -1.9% 193,872 $15.6M
Jones Financial Companies LLLP 0.01% Add +5.5% 189,255 $15.6M
Bank of Nova Scotia 0.02% Add +20.2% 191,605 $15.4M
TIAA Wealth Investment Management LLC 0.10% Add +4.0% 190,681 $15.3M
Covalis Capital LLP 0.85% Reduce -53.6% 186,000 $14.9M
StoneX Group Inc. 0.59% New 177,481 $14.7M
Bruce & Co., Inc. 3.97% Reduce -1.1% 182,500 $14.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -9.1% 182,456 $14.7M
Mn Services Vermogensbeheer B.V. 0.11% Reduce -17.7% 181,852 $14.6M
State of Michigan Retirement System 0.06% Add +17.4% 181,394 $14.6M
Arizona State Retirement System 0.07% Add +11.3% 178,955 $14.4M
Public Sector Pension Investment Board 0.04% Add +5.9% 178,293 $14.3M
Czech National Bank 0.08% Add +10.3% 177,691 $14.3M
Vestcor Inc 0.35% Reduce -11.9% 175,515 $14.1M
Swiss Life Asset Management Ltd 0.06% Add +11.7% 166,128 $13.3M
Osaic Holdings, Inc. 0.02% Add +1.3% 165,840 $13.3M
Sourcerock Group LLC 0.68% Reduce -46.8% 163,771 $13.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Reduce -27.7% 159,897 $12.8M
Assetmark, Inc. 0.02% Add +0.4% 159,864 $12.8M
Trexquant Investment LP 0.08% New 159,519 $12.8M
Fifth Third Bancorp 0.02% Reduce -3.9% 158,660 $12.7M
Commerce Bank 0.06% Reduce -1.9% 157,794 $12.7M
Miller Howard Investments Inc. 0.34% Add +11.2% 157,444 $12.6M
Worldquant Millennium Advisors LLC 0.04% Add +11.7% 156,565 $12.6M
Rakuten Investment Management, Inc. 0.04% Reduce -35.8% 150,401 $12.3M
IFM Investors Pty Ltd 0.08% Add +13.9% 152,549 $12.2M
Calamos Advisors LLC 0.06% Reduce -1.8% 150,161 $12.1M
HighTower Advisors, LLC 0.01% Reduce -18.9% 149,542 $12.0M
Empower Advisory Group, LLC 0.03% Add +0.5% 148,951 $12.0M
Wealthfront Advisers LLC 0.02% Add +0.1% 146,829 $11.8M
Corient Private Wealth LP 0.02% Add +38.2% 145,686 $11.7M
Bridgewater Associates 0.05% New 144,263 $11.6M
MetLife Investment Management, LLC 0.05% Add +3.3% 142,817 $11.5M
Schonfeld Strategic Advisors LLC 0.06% Reduce -9.9% 140,468 $11.3M
Janney Montgomery Scott LLC 0.02% New 139,906 $11.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +7.6% 137,037 $11.0M
Woodline Partners LP 0.03% Add +17.6% 136,248 $10.9M
Illinois Municipal Retirement Fund 0.12% Add +36.9% 135,089 $10.8M
Truist Financial Corp. 0.01% Reduce -19.3% 134,582 $10.8M
RWC Asset Management LLP 0.44% Reduce -1.7% 132,305 $10.6M
Retirement Systems of Alabama 0.03% Add +4.4% 131,145 $10.5M
Jane Street Group, LLC 0.01% Add +30.6% 129,840 $10.4M
&partners 0.04% Reduce -4.2% 126,448 $10.2M
GF Fund Management Co. LTD. 0.12% Add +4.0% 126,071 $10.1M
SummitTX Capital, L.P. 0.27% Reduce -38.3% 125,621 $10.1M
Edgestream Partners, L.P. 0.30% Add +251.1% 125,508 $10.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.08% Add +9.7% 125,350 $10.1M
Voya Investment Management LLC 0.01% Add +4.4% 124,420 $10.0M
LMR Partners LLP 0.09% Add +16.0% 122,875 $9.9M
Heartland Advisors Inc. 0.44% Add +12.5% 122,828 $9.9M
Union Bancaire Privee, UBP SA 0.11% Add +47.6% 133,964 $9.9M
Dean Investment Associates, LLC 1.28% Reduce -3.1% 121,466 $9.8M
Captrust Financial Advisors 0.01% Reduce -15.3% 116,229 $9.3M
D. E. Shaw & Co. 0.01% Add +1104.0% 111,379 $8.9M
Entropy Technologies, LP 0.35% Add +34.4% 111,059 $8.9M
Resolution Capital Ltd 0.16% Add +36.3% 110,891 $8.9M
Amalgamated Bank 0.06% Reduce -3.6% 108,432 $8.7M
Aberdeen Group plc 0.01% Reduce -46.1% 108,228 $8.7M
Xponance LLC 0.05% Add +5.4% 107,947 $8.7M
Mackenzie Financial Corp. 0.01% Add +32.9% 107,653 $8.6M
Leeward Investments, LLC - MA 0.39% Add +2.5% 106,608 $8.6M
Mercer Global Advisors Inc. 0.01% Add +35.4% 104,400 $8.4M
Hennessy Advisors Inc. 0.26% No change 102,199 $8.2M
Socorro Asset Management LP 3.86% Reduce -4.0% 100,977 $8.1M
Marshall Wace, LLP 0.01% Add +947.8% 100,933 $8.1M
NewEdge Advisors, LLC 0.02% Reduce -1.1% 100,085 $8.0M
Federation des caisses Desjardins du Quebec 0.02% Add +55.3% 99,025 $8.0M
Sone Capital Management, LLC 0.60% Reduce -42.8% 98,863 $7.9M
Engineers Gate Manager LP 0.10% New 98,303 $7.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.1% 98,169 $7.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +12.0% 96,823 $7.8M
Oliver Luxxe Assets LLC 1.13% Add +25.2% 95,287 $7.7M
Royal London Asset Management Ltd. 0.01% Add +3.7% 94,983 $7.6M
Utah Retirement Systems 0.07% Reduce -1.5% 94,795 $7.6M
Advocate Group LLC 1.14% Add +29.3% 94,246 $7.6M
Contravisory Investment Management, Inc. 1.33% Reduce -0.7% 93,819 $7.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +14.9% 93,642 $7.5M
Ausbil Investment Management Ltd 3.40% New 94,283 $7.5M
BTC Capital Management, Inc. 0.46% Reduce -7.2% 93,406 $7.5M
Police & Firemen's Retirement System of New Jersey 0.06% Add +2.0% 93,125 $7.5M
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.22% Add +1.4% 92,060 $7.4M
O'shaughnessy Asset Management, LLC 0.03% Reduce -29.1% 91,898 $7.4M
Opus Investment Management Inc. 4.02% No change 91,709 $7.4M
DekaBank Deutsche Girozentrale 0.01% No change 93,013 $7.3M
Pathstone Holdings, LLC 0.02% Add +1.1% 88,355 $7.1M
Cresset Asset Management, LLC 0.03% Add +7.5% 87,465 $7.1M
Calydon Capital 1.04% Reduce -1.0% 88,102 $7.1M
New York Life Investment Management LLC 0.05% Add +5.7% 87,040 $7.0M
Greenland Capital Management LP 1.49% New 86,371 $6.9M
Sanctuary Advisors, LLC 0.03% Add +58.7% 85,314 $6.9M
Focus Partners Wealth 0.01% Reduce -7.3% 83,824 $6.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -38.1% 82,803 $6.6M
Palisade Asset Management, LLC 0.61% Add +0.1% 82,432 $6.6M
Pacer Advisors, Inc. 0.02% Add +27.8% 81,498 $6.5M
Shelton Capital Management 0.12% Reduce -1.7% 81,090 $6.5M
Rockefeller Capital Management L.P. 0.01% Add +15.2% 80,868 $6.5M
Two Sigma Investments, LP 0.01% Reduce -88.2% 79,583 $6.4M
Intact Investment Management Inc. 0.18% Add +5.4% 78,400 $6.3M
Yousif Capital Management, LLC 0.07% Reduce -3.1% 78,296 $6.3M
Oregon Public Employees Retirement Fund 0.07% Add +13.4% 76,775 $6.2M
Fideuram Asset Management (Ireland) dac 0.12% Add +2397.0% 76,534 $6.2M
Focus Financial Network, Inc. 0.19% Reduce -4.9% 76,389 $6.1M
Quantbot Technologies LP 0.24% Add +161.0% 75,920 $6.1M
Vanguard Personalized Indexing Management, LLC 0.05% Add +4.1% 75,515 $6.1M
Reinhart Partners, Llc. 0.14% Reduce -5.6% 74,677 $6.0M
Waverly Advisors, LLC 0.03% Add +7.4% 73,580 $5.9M
Boothbay Fund Management, LLC 0.12% Add +1.4% 73,365 $5.9M
iA Global Asset Management Inc. 0.07% Reduce -2.7% 72,848 $5.8M
First PREMIER Bank 0.94% Reduce -1.3% 72,703 $5.8M
Louisiana State Employees Retirement System 0.09% Add +1.3% 72,000 $5.8M
Polymer Capital Management (US) LLC 0.83% No change 70,000 $5.6M
American Assets Investment Management, LLC 0.34% No change 70,000 $5.6M
USS Investment Management Ltd 0.02% Reduce -23.8% 67,885 $5.4M
Larson Financial Group LLC 0.14% Add +0.4% 67,467 $5.4M
UniSuper Management Pty Ltd 0.03% Add +24.1% 67,182 $5.4M
Campbell & CO Investment Adviser LLC 0.28% Add +35.3% 66,633 $5.4M
Capital Management Associates, Inc 1.07% Add +3.6% 66,325 $5.3M
Capitolis Liquid Global Markets LLC 0.02% Reduce -81.2% 65,700 $5.3M
Walleye Capital LLC 0.03% Reduce -47.0% 65,243 $5.2M
Investment Management Corp of Ontario 0.07% Reduce -46.4% 65,151 $5.2M
Metis Global Partners, LLC 0.12% Add +3.0% 65,010 $5.2M
Bogart Wealth, LLC 0.18% Add +2.7% 64,991 $5.2M
Mutual of America Capital Management LLC 0.05% Add +2.3% 64,321 $5.2M
Abn Amro Investment Solutions 0.04% Add +27.5% 63,810 $5.1M
Nisa Investment Advisors, LLC 0.02% Add +4.4% 63,157 $5.1M
Aquatic Capital Management LLC 0.18% New 63,582 $5.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% No change 63,500 $5.1M
Morton Community Bank 1.04% Add +2.0% 63,295 $5.1M
Susquehanna International Group, LLP 0.00% Reduce -22.6% 62,814 $5.0M
Profund Advisors LLC 0.14% Add +3.9% 62,564 $5.0M
Nomura Holdings Inc. 0.02% Add +24.2% 62,463 $5.0M
Kestra Advisory Services, LLC 0.02% Reduce -3.0% 62,175 $5.0M
MML Investors Services, LLC 0.01% Add +10.5% 61,162 $4.9M
State of Alaska, Department of Revenue 0.05% Add +1.9% 61,167 $4.9M
Vise Technologies, Inc. 0.06% Add +193.9% 60,934 $4.9M
Walter Public Investments Inc. 1.16% New 59,786 $4.8M
Allstate Corp. 0.05% Add +2.0% 59,677 $4.8M
Hennion & Walsh Asset Management, Inc. 0.13% Add +6.9% 58,481 $4.7M
KBC Group NV 0.01% Add +0.4% 57,592 $4.6M
Private Advisor Group, LLC 0.02% Add +1.1% 57,252 $4.6M
Ameritas Investment Partners, Inc. 0.12% Add +0.1% 56,801 $4.6M
MUFG Securities EMEA plc 0.05% Add +130.8% 56,021 $4.5M
Princeton Global Asset Management LLC 0.64% Add +1.7% 55,475 $4.5M
Atria Investments, Inc 0.04% Reduce -10.5% 55,435 $4.5M
Norinchukin Bank, The 0.04% Add +12.0% 55,348 $4.4M
Nykredit A/S 0.02% — 55,338 $4.4M
Public Employees Retirement Association of Colorado 0.02% No change 55,038 $4.4M
Harrison Street Private Wealth LLC 6.05% Reduce -7.0% 53,451 $4.3M
Simon Quick Advisors, LLC 0.17% Add +1.0% 53,108 $4.3M
Elevation Point Wealth Partners, LLC 0.08% Add +2.9% 52,445 $4.2M
Alps Advisors Inc. 0.02% Add +212.1% 51,988 $4.2M
Occudo Quantitative Strategies LP 0.22% New 51,466 $4.1M
Glenmede Trust Co. NA 0.02% Reduce -16.6% 51,333 $4.1M
Gulf International Bank (UK) Ltd 0.08% Add +12.4% 51,229 $4.1M
First Bank & Trust 0.60% Reduce -10.0% 51,134 $4.1M
M&T Bank Corp 0.01% Reduce -11.4% 50,532 $4.1M
Vident Advisory, LLC 0.03% Add +30.6% 50,472 $4.1M
Capital Innovations LLC 1.04% — 49,822 $4.0M
Lazard Asset Management LLC 0.01% Reduce -29.3% 49,811 $4.0M
Mizuho Securities USA LLC 0.06% Add +36.7% 48,873 $3.9M
Sequoia Financial Advisors, LLC 0.02% Add +11.6% 47,995 $3.9M
Meyer Handelman Co. 0.11% Reduce -1.8% 47,946 $3.9M
Brevan Howard Capital Management LP 0.06% Add +67.7% 47,670 $3.8M
Thrivent Financial for Lutherans 0.01% Add +9.7% 47,189 $3.8M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -4.1% 46,626 $3.7M
Harvest Fund Management Co., Ltd 0.12% Add +0.5% 46,396 $3.7M
Stiles Financial Services Inc 0.93% Add +0.4% 46,310 $3.7M
Summit Trail Advisors, LLC 0.05% Add +3.9% 46,294 $3.7M
Lanark Financial, Inc. 0.25% Reduce -1.7% 46,148 $3.7M
Vestor Capital, LLC 0.23% Add +986.9% 22,564 $3.6M
Teachers Retirement System of the State of Kentucky 0.02% No change 45,012 $3.6M
Siemens Fonds Invest GmbH 0.17% Add +0.6% 44,132 $3.5M
Strong Tower Advisory Services 0.63% Add +2.1% 44,001 $3.5M
Saudi Central Bank 0.05% Add +100.1% 43,691 $3.5M
Qsemble Capital Management, LP 0.45% Reduce -61.2% 43,491 $3.5M
Financiere des Professionnels - Fonds d'investissement inc. 0.19% Reduce -2.8% 42,974 $3.5M
Two Sigma Securities, LLC 0.29% New 42,393 $3.4M
Westerkirk Capital Inc. 0.33% New 42,200 $3.4M
Savant Capital, LLC 0.01% Add +114.6% 42,132 $3.4M
Geneos Wealth Management Inc. 0.07% Add +0.4% 40,998 $3.3M
Oak Thistle LLC 0.32% Add +1046.6% 40,899 $3.3M
Prevail Innovative Wealth Advisors, LLC 0.48% Add +44.9% 40,527 $3.3M
Axq Capital, LP 0.35% New 40,329 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -26.7% 39,890 $3.2M
First National Bank of Omaha 0.09% Reduce -43.5% 39,394 $3.2M
Blair William & Co. 0.01% Add +0.8% 39,054 $3.1M
Intech Investment Management LLC 0.03% Reduce -16.1% 38,740 $3.1M
Man Group plc 0.01% Add +239.1% 38,689 $3.1M
Prudential PLC 0.02% Reduce -17.7% 38,669 $3.1M
QRG Capital Management, Inc. 0.02% Add +9.2% 37,442 $3.0M
Kentucky Retirement Systems 0.07% Reduce -9.1% 37,363 $3.0M
OpenArc Corporate Advisory, LLC 0.04% Reduce -5.5% 36,836 $3.0M
Zions Bancorporation, National Association 0.17% Reduce -36.6% 35,721 $2.9M
Berger Financial Group, Inc 0.15% Reduce -0.1% 35,574 $2.9M
1832 Asset Management L.P. 0.00% No change 35,063 $2.8M
Navellier & Associates Inc. 0.22% Add +3.5% 34,919 $2.8M
Baird Financial Group, Inc. 0.00% Add +7.8% 34,894 $2.8M
Harbour Investments, Inc. 0.04% Add +1.9% 34,891 $2.8M
Machina Capital S.A.S. 0.44% Add +42.0% 34,776 $2.8M
Hartford Investment Management Co. 0.08% Add +2.3% 34,494 $2.8M
Lido Advisors, LLC 0.01% Add +9.1% 34,170 $2.8M
Beacon Pointe Advisors, LLC 0.01% Reduce -20.7% 33,993 $2.7M
ARS Investment Partners, LLC 0.12% Reduce -0.2% 33,862 $2.7M
Advisors Asset Management, Inc. 0.04% Add +20.7% 33,656 $2.7M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -4.4% 33,627 $2.7M
Maryland State Retirement & Pension System 0.05% Add +13.4% 33,477 $2.7M
Neuberger Berman Group LLC 0.00% Add +4.9% 33,327 $2.7M
Banque Cantonale Vaudoise 0.11% Reduce -16.2% 33,297 $2.7M
Ossiam 0.04% Add +4507.8% 33,130 $2.7M
Edgemoor Investment Advisors, Inc. 0.18% Reduce -3.4% 32,964 $2.6M
Sound View Wealth Advisors Group, LLC 0.16% Reduce -5.2% 32,837 $2.6M
Commerzbank Aktiengesellschaft 0.05% Add +24.4% 32,695 $2.6M
Schroder Investment Management Group 0.00% Reduce -7.2% 32,504 $2.6M
Huntington National Bank 0.02% Add +12.1% 32,126 $2.6M
Empowered Funds, LLC 0.01% Add +5.9% 31,850 $2.6M
Aptus Capital Advisors, LLC 0.02% Reduce -4.5% 31,270 $2.5M
AMG National Trust Bank 0.05% Add +0.1% 31,019 $2.5M
Quadrature Capital Ltd 0.02% Add +173.2% 30,885 $2.5M
Tradition Wealth Management, LLC 0.15% Reduce -1.6% 30,610 $2.5M
Infrastructure Capital Advisors, LLC 0.33% Add +19.9% 30,487 $2.4M
Concurrent Investment Advisors, LLC 0.02% Add +81.2% 29,820 $2.4M
Arax Advisory Partners 0.02% Add +111.4% 29,728 $2.4M
Los Angeles Capital Management LLC 0.01% Add +145.2% 29,648 $2.4M
New Mexico Educational Retirement Board 0.06% Add +8.1% 29,478 $2.4M
TriaGen Wealth Management LLC 0.59% Reduce -0.2% 29,364 $2.4M
B. Metzler seel. Sohn & Co. AG 0.02% Add +7.3% 29,270 $2.4M
Mitchell & Pahl Private Wealth, LLC 0.85% Add +4.1% 28,886 $2.3M
Merit Financial Group, LLC 0.01% Add +10.0% 28,882 $2.3M
Ethic Inc. 0.03% Add +9.0% 28,851 $2.3M
Wedbush Securities Inc. 0.06% Reduce -0.9% 28,492 $2.3M
Crossmark Global Holdings, Inc. 0.03% Add +0.8% 28,470 $2.3M
Epiq Partners, LLC 0.98% No change 27,875 $2.2M
Quotient Wealth Partners, LLC 0.05% Add +0.5% 27,768 $2.2M
Vennlight Capital Management, LP 1.49% New 27,700 $2.2M
SCP Investment, LP 2.04% Add +16.9% 27,600 $2.2M
LRT Capital Management, LLC 1.44% New 27,583 $2.2M
D.A. Davidson & Co. 0.01% Reduce -7.4% 27,294 $2.2M
Horizon Investments, LLC 0.02% Add +0.1% 26,797 $2.2M
Dean Capital Management 0.78% No change 26,736 $2.1M
Tower Research Capital LLC (TRC) 0.05% Reduce -34.8% 26,599 $2.1M
Savvy Advisors, Inc. 0.05% Add +10.6% 26,580 $2.1M
Spirit of America Management Corp. 0.40% Add +3.1% 26,300 $2.1M
Pallas Capital Advisors LLC 0.06% Add +0.2% 26,038 $2.1M
Agf Management Ltd. 0.01% Add +0.0% 25,672 $2.1M
LBP Am SA 0.02% No change 25,651 $2.1M
Ascent Group, LLC 0.06% Add +4.7% 25,464 $2.0M
Bailard, Inc. 0.04% Add +26.6% 25,128 $2.0M
Bleakley Financial Group, LLC 0.03% Reduce -3.0% 25,105 $2.0M
Dynamic Technology Lab Private Ltd 0.45% Reduce -44.2% 25,062 $2.0M
Oppenheimer & Co. Inc. 0.02% Add +9.0% 24,867 $2.0M
HB Wealth Management, LLC 0.01% Reduce -3.6% 24,774 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -2.2% 24,730 $2.0M
Nvwm, LLC 0.40% Add +1.1% 24,727 $2.0M
Royal Fund Management, LLC 0.16% Add +2.5% 24,368 $2.0M
Farther Finance Advisors, LLC 0.02% Add +5.3% 24,212 $1.9M
E Fund Management Co., Ltd. 0.04% Add +7.5% 24,032 $1.9M
Foundations Investment Advisors, LLC 0.02% Add +3.5% 24,024 $1.9M
Integrated Wealth Concepts LLC 0.01% Reduce -45.7% 23,795 $1.9M
Keybank National Association 0.01% Add +19.8% 23,784 $1.9M
Daiichi Life Insurance Co., Ltd. 0.04% Add +1.5% 23,671 $1.9M
GAMMA Investing LLC 0.07% Add +8.8% 23,543 $1.9M
First Dallas Securities Inc. 0.62% Add +0.0% 23,245 $1.9M
VCI Wealth Management LLC 0.46% Add +34.1% 22,960 $1.8M
Principal Securities, Inc. 0.02% Reduce -0.7% 22,701 $1.8M
Accredited Investors Inc. 0.08% Reduce -1.6% 22,412 $1.8M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +13.7% 22,184 $1.8M
TD Private Client Wealth LLC 0.03% Reduce -35.7% 21,996 $1.8M
CI Investments Inc. 0.01% Add +18.2% 21,364 $1.7M
Bluespring Wealth Management, LLC 0.03% Add +222.3% 20,862 $1.7M
Apollon Wealth Management, LLC 0.02% Add +7.0% 20,796 $1.7M
Great Valley Advisor Group, Inc. 0.03% Add +4.8% 20,713 $1.7M
Lombard Odier Asset Management (Switzerland) SA 0.05% Add +2.5% 20,300 $1.6M
Modern Wealth Management, LLC 0.02% Add +7.6% 20,279 $1.6M
Callan Family Office, LLC 0.03% Reduce -1.3% 20,129 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +5.7% 20,015 $1.6M
PKO Investment Management Joint-Stock Co 0.12% Add +100.0% 20,000 $1.6M
Florida Trust Wealth Management Co 0.04% Add +8.2% 19,919 $1.6M
Vontobel Holding Ltd. 0.01% Reduce -77.2% 19,737 $1.6M
Pinebridge Investments LLC 0.01% Add +10.7% 19,659 $1.6M
Bond & Devick Financial Network, Inc. 0.39% No change 19,617 $1.6M
White Pine Capital LLC 0.37% Reduce -0.7% 19,525 $1.6M
Westpac Banking Corp. 0.10% Add +12.2% 19,501 $1.6M
Sterling Capital Management LLC 0.03% Reduce -4.9% 19,464 $1.6M
Howard Capital Management, LLC 0.02% Add +168.0% 19,457 $1.6M
DeDora Capital, Inc. 0.34% Add +10.8% 19,367 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +2.1% 19,330 $1.6M
Empirical Finance, LLC 0.06% Add +3.8% 19,307 $1.6M
Ashton Thomas Private Wealth, LLC 0.03% Add +1.4% 19,237 $1.5M
Ninepoint Partners LP 0.14% New 18,939 $1.5M
New Age Alpha Advisors, LLC 0.06% Reduce -3.5% 18,938 $1.5M
China Universal Asset Management Co., Ltd. 0.09% Add +7.1% 18,797 $1.5M
RIA Advisory Group LLC 0.34% Add +17.3% 18,892 $1.5M
Dakota Wealth Management 0.03% Reduce -5.6% 18,883 $1.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% New 18,847 $1.5M
Mufg Securities Americas Inc. 0.08% Add +14.9% 18,803 $1.5M
AdvisorNet Financial, Inc 0.07% Add +1.3% 18,776 $1.5M
Coldstream Capital Management Inc. 0.02% Add +2.2% 18,636 $1.5M
Western Wealth Management, LLC 0.05% Reduce -2.9% 18,302 $1.5M
Choreo, LLC 0.02% Reduce -6.4% 18,077 $1.5M
Gallagher Fiduciary Advisors, LLC 0.05% No change 17,952 $1.4M
Benjamin Edwards Inc. 0.01% Reduce -29.7% 17,861 $1.4M
First Commonwealth Financial Corp 0.20% Add +4.4% 17,814 $1.4M
Arkadios Wealth Advisors 0.02% Reduce -2.3% 17,798 $1.4M
North Dakota State Investment Board 0.06% Add +2.6% 17,599 $1.4M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -1.4% 17,596 $1.4M
Bessemer Group Inc. 0.00% Reduce -0.4% 17,521 $1.4M
Matrix Trust Co 0.20% Reduce -3.7% 17,475 $1.4M
Uniplan Investment Counsel, Inc. 0.13% New 17,419 $1.4M
Global Retirement Partners, LLC 0.02% — 16,833 $1.4M
IMC-Chicago, LLC 0.01% New 16,813 $1.4M
Park Avenue Securities LLC 0.01% New 16,779 $1.3M
Bokf, NA 0.02% Reduce -2.0% 16,761 $1.3M
Advisory Services Network, LLC 0.02% Add +22.1% 16,572 $1.3M
Pinnacle Financial Partners, Inc. 0.01% Add +19.2% 16,493 $1.3M
First National Advisers, LLC 0.18% Reduce -20.4% 16,280 $1.3M
Securian Asset Management, Inc. 0.05% Add +3.8% 16,589 $1.3M
Accurate Wealth Management, LLC 0.12% Add +1.7% 15,975 $1.3M
Sapient Capital LLC 0.02% New 15,855 $1.3M
Equitable Trust Co. 0.05% Reduce -2.4% 15,842 $1.3M
Vermillion Wealth Management, Inc. 0.30% Reduce -3.3% 15,756 $1.3M
Forvis Mazars Wealth Advisors, LLC 0.02% No change 15,717 $1.3M
Kentucky Retirement Systems Insurance Trust Fund 0.07% Reduce -0.5% 15,505 $1.2M
Enhancing Capital LLC 0.86% No change 15,500 $1.2M
Midwest Professional Planners, LTD. 0.24% Add +13.3% 15,437 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.06% Add +5.1% 15,422 $1.2M
Icon Advisers Inc. 0.24% New 15,400 $1.2M
South Dakota Investment Council 0.02% No change 15,241 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.1% 15,170 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -1.0% 15,007 $1.2M
First Western Trust Bank 0.06% Reduce -0.2% 14,857 $1.2M
HighVista Strategies LLC 0.27% Add +17.5% 14,758 $1.2M
Fulton Bank, N.A. 0.04% Reduce -31.5% 14,726 $1.2M
Koshinski Asset Management, Inc. 0.06% Reduce -0.6% 14,712 $1.2M
Wilmington Savings Fund Society, FSB 0.03% No change 14,631 $1.2M
Greenleaf Trust 0.01% Reduce -2.7% 14,493 $1.2M
Bayban 0.89% Add +1.4% 14,430 $1.2M
Valtinson Bruner Financial Planning LLC 0.29% Reduce -3.9% 14,409 $1.2M
Clearstead Advisors, LLC 0.01% Add +205.6% 14,371 $1.2M
Mission Wealth Management, LP 0.01% Add +7.7% 14,290 $1.1M
Prosperity Consulting Group, LLC 0.04% Add +29.9% 14,211 $1.1M
Fifth Third Wealth Advisors LLC 0.03% Add +36.5% 14,192 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +0.9% 14,189 $1.1M
Snowden Capital Advisors LLC 0.03% Reduce -18.0% 14,019 $1.1M
17 Capital Partners, LLC 0.51% Add +1.0% 14,114 $1.1M
Cypress Capital Group 0.11% Add +39.4% 14,055 $1.1M
J.W. Cole Advisors, Inc. 0.02% Reduce -0.1% 14,018 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -9.2% 14,001 $1.1M
Virtu Financial LLC 0.04% New 13,974 $1.1M
Aspen Wealth Strategies, LLC 0.54% Add +0.1% 13,955 $1.1M
Procyon Advisors, LLC 0.05% Reduce -13.0% 13,831 $1.1M
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +26.1% 13,799 $1.1M
Altshuler Shaham Ltd 0.01% Add +11.6% 13,765 $1.1M
Wealth Enhancement Trust Services, Inc. 0.12% Reduce -2.9% 13,749 $1.1M
Croban 0.48% Add +3.4% 13,573 $1.1M
Canada Post Corp Registered Pension Plan 0.04% No change 13,522 $1.1M
Central Bank & Trust Co. 0.15% Reduce -36.4% 13,484 $1.1M
Employees Retirement System of Texas 0.01% New 13,471 $1.1M
Citizens Financial Group Inc. 0.01% Add +39.9% 13,474 $1.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -27.5% 13,454 $1.1M
Bernicke Wealth Management, Ltd. 0.12% Add +22.0% 13,267 $1.1M
Stratos Investment Management, LLC 0.04% Add +0.1% 13,264 $1.1M
Tectonic Advisors LLC 0.05% Add +1.6% 13,257 $1.1M
WealthTrust Axiom LLC 0.24% Reduce -0.8% 13,151 $1.1M
HighMark Wealth Management LLC 0.35% Add +0.5% 13,138 $1.1M
Thompson Investment Management, Inc. 0.12% No change 12,704 $1.0M
Curi Capital, LLC 0.02% Reduce -1.1% 12,561 $1.0M
IHT Wealth Management, LLC 0.02% Reduce -1.4% 12,500 $1.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -26.1% 12,488 $1.0M
Gateway Investment Advisers LLC 0.01% Reduce -9.3% 12,329 $990K
Wealth Alliance, LLC 0.08% Reduce -26.3% 12,129 $974K
NorthRock Partners, LLC 0.01% Reduce -2.3% 11,865 $953K
Kenora Financial, LLC 0.29% Add +2.5% 11,816 $949K
Townsend & Associates, Inc 0.08% No change 12,025 $946K
Independent Advisor Alliance 0.02% Add +9.2% 11,735 $942K
Kestra Private Wealth Services, LLC 0.01% Reduce -6.1% 11,673 $937K
Caprock Group, LLC 0.02% Reduce -6.9% 11,493 $932K
Chronos Wealth Management, LLC 0.41% Reduce -0.1% 11,482 $922K
Smartleaf Asset Management LLC 0.03% No change 11,236 $921K
Raleigh Capital Management Inc. 0.29% Reduce -34.7% 11,469 $921K
Argent Trust Co 0.03% Reduce -32.9% 11,406 $916K
Emerald Advisors, LLC 0.11% Reduce -0.3% 11,367 $913K
EverSource Wealth Advisors, LLC 0.03% Reduce -10.2% 11,091 $891K
Hodges Capital Management Inc. 0.06% Reduce -0.9% 11,015 $885K
Dearborn Partners LLC 0.05% Add +0.1% 10,974 $881K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.0% 10,952 $879K
KLCM Advisors, Inc. 0.07% No change 10,950 $879K
Finer Wealth Management, Inc. 0.39% No change 10,942 $879K
Mosaic Family Wealth Partners, LLC 0.06% Add +4.0% 10,895 $875K
Exchange Traded Concepts, LLC 0.00% Reduce -2.4% 10,887 $874K
Everest Financial Group LLC 0.12% Add +0.1% 10,851 $871K
Legacy Financial Advisors, Inc. 0.11% Reduce -1.7% 10,827 $869K
Nicolet Bankshares Inc. 0.03% Add +0.4% 10,804 $868K
Aviva PLC 0.00% Add +6.7% 10,779 $866K
Sigma Planning Corp 0.02% Add +0.2% 10,744 $863K
Brown Brothers Harriman & Co. 0.00% Add +66.2% 10,733 $862K
Parallax Volatility Advisers, L.P. 0.04% New 10,728 $861K
IFG Advisory, LLC 0.03% New 10,687 $858K
Mgo One Seven LLC 0.01% Add +20.3% 10,657 $856K
SBI Okasan Asset Management Co.Ltd. 0.03% Reduce -26.2% 10,400 $853K
Mather Group, Llc. 0.01% Add +0.9% 10,529 $845K
Norden Group LLC 0.07% Reduce -5.6% 10,511 $844K
TCW Group Inc. 0.01% Add +7.4% 10,507 $844K
NewEdge Wealth, LLC 0.01% Reduce -0.8% 10,418 $837K
Heritage Wealth Management, Inc. 0.21% Reduce -1.2% 10,343 $831K
ICICI Prudential Asset Management Co Ltd 0.09% Reduce -0.1% 10,323 $829K
Caitong International Asset Management Co., Ltd 0.11% Add +102630.0% 10,273 $825K
Great Waters Wealth Management 0.08% Reduce -3.1% 10,133 $814K
Partners Capital Investment Group, LLP 0.03% Reduce -47.3% 9,959 $800K
Kingsview Wealth Management, LLC 0.01% Reduce -1.5% 9,939 $798K
Frec Markets, Inc. 0.07% Add +100.6% 9,915 $796K
Corundum Group, Inc. 0.24% Add +3.4% 9,911 $796K
OneAscent Financial Services LLC 0.04% Reduce -0.6% 9,893 $794K
Moors & Cabot, Inc. 0.03% Reduce -2.0% 9,852 $791K
Ballentine Partners, LLC 0.01% Add +17.6% 9,631 $773K
Chicago Partners Investment Group LLC 0.02% Add +8.6% 9,555 $772K
Trust Point Inc. 0.07% Reduce -5.8% 9,589 $770K
Venturi Wealth Management, LLC 0.03% Reduce -1.7% 9,552 $767K
Wedmont Private Capital 0.02% Add +6.0% 9,575 $767K
Gsa Capital Partners LLP 0.05% Reduce -64.7% 9,499 $763K
SYM FINANCIAL Corp 0.06% Add +4.5% 9,429 $757K
Intrust Bank NA 0.06% Reduce -10.6% 9,303 $747K
Quantitative Investment Management, LLC 0.08% New 9,283 $745K
Danske Bank A/S 0.00% Add +26.0% 9,199 $739K
Summit Financial, LLC 0.01% Reduce -2.7% 9,099 $736K
Interval Partners, LP 0.02% Add +22.5% 9,078 $729K
Signaturefd, LLC 0.01% Add +9.9% 9,031 $725K
Praxis Investment Management Inc. 0.04% No change 9,014 $724K
Bull Harbor Capital LLC 0.14% Add +0.3% 8,964 $720K
American State Bank (Iowa) 0.29% No change 8,954 $719K
Fourpath Capital Management, LLC 0.09% Reduce -19.8% 8,931 $717K
Birchwood Financial Partners, Inc. 0.59% Reduce -3.5% 8,929 $717K
Meeder Advisory Services, Inc. 0.03% Reduce -4.4% 8,922 $716K
Lifeworks Advisors, LLC 0.07% Reduce -8.2% 8,921 $716K
Amarillo National Bank 0.11% No change 8,909 $715K
Calton & Associates, Inc. 0.10% New 8,838 $710K
Verdence Capital Advisors LLC 0.04% Reduce -37.8% 8,832 $709K
Drucker Wealth 3.0, LLC 0.11% Reduce -1.1% 8,818 $708K
Alteri Wealth LLC 0.20% Add +8.4% 8,816 $708K
Fidelis Capital Partners, LLC 0.04% Reduce -2.7% 8,793 $706K
Ameriflex Group, Inc. 0.29% Add +1.4% 8,776 $705K
TCP Asset Management, LLC 0.08% No change 8,762 $704K
Advisors Management Group Inc. 0.12% Reduce -11.2% 8,713 $699K
111 Capital 0.12% Reduce -21.4% 8,613 $692K
Gotham Asset Management 0.00% Add +8.5% 8,578 $689K
Tradewinds Capital Management, LLC 0.12% No change 8,469 $680K
VestGen Advisors, LLC 0.02% Reduce -5.2% 8,457 $679K
Legacy Wealth Asset Management, LLC 0.15% Add +0.4% 8,318 $668K
Parallel Advisors, LLC 0.01% Add +6.0% 8,219 $660K
Aaron Wealth Advisors LLC 0.03% Reduce -12.8% 8,191 $658K
Perigon Wealth Management, LLC 0.01% Add +9.0% 8,175 $656K
Cohen Klingenstein LLC 0.02% No change 8,100 $650K
Old Port Advisors 0.13% Reduce -1.8% 8,059 $647K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.2% 7,985 $641K
Quadrant Capital Group LLC 0.02% Add +0.3% 7,968 $640K
Checchi Capital Advisers, LLC 0.04% Add +7.7% 7,953 $639K
Cynosure Group, LLC 0.10% New 7,947 $638K
RFG Advisory, LLC 0.01% Add +7.8% 7,926 $636K
Parsons Capital Management Inc. 0.03% No change 7,904 $635K
Xcelsior Advisor Partners LLC 0.08% Add +32.3% 7,902 $635K
Code Waechter LLC 0.33% Reduce -10.9% 7,900 $634K
CENTRAL TRUST Co 0.01% Reduce -1.4% 7,894 $634K
Cascade Investment Group, Inc. 0.35% No change 7,880 $633K
Prospera Financial Services Inc 0.01% Reduce -1.8% 7,878 $633K
Laraway Financial Advisors Inc 0.38% No change 7,855 $631K
Flagship Harbor Advisors, LLC 0.02% New 7,714 $619K
Sfmg, LLC 0.04% No change 7,675 $616K
Level Four Advisory Services, LLC 0.02% Add +3.2% 7,636 $613K
Brookstone Capital Management 0.01% Reduce -2.5% 7,618 $612K
World Investment Advisors 0.01% Reduce -1.3% 7,690 $611K
CX Institutional 0.02% Add +3.5% 7,595 $610K
Peapack Gladstone Financial Corp. 0.01% Add +6.1% 7,528 $604K
Sagespring Wealth Partners, LLC 0.01% Reduce -6.2% 7,464 $599K
University of Texas/Texas Am Investment Management Co. 0.07% Reduce -75.3% 7,373 $596K
KCM Investment Advisors LLC 0.02% Reduce -1.9% 7,409 $595K
Brown Advisory Inc. 0.00% Reduce -8.4% 7,401 $594K
Oarsman Capital, Inc. 0.06% Reduce -1.4% 7,395 $594K
Goelzer Investment Management, Inc. 0.03% No change 7,386 $593K
Equitable Holdings, Inc. 0.00% Add +8.2% 7,379 $592K
Ashton Thomas Securities, LLC 0.09% Add +21.5% 7,343 $590K
Cahill Financial Advisors Inc. 0.06% Reduce -2.4% 7,319 $588K
Personal Cfo Solutions, LLC 0.08% Add +2.4% 7,250 $586K
Segment Wealth Management, LLC 0.03% Add +29.0% 7,280 $585K
Lifelong Wealth Advisors, Inc. 0.14% Reduce -4.8% 7,167 $576K
Kintra Wealth, LLC 0.03% New 7,223 $570K
Nicollet Investment Management, Inc. 0.17% No change 7,011 $563K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -93.7% 7,011 $563K
Fiduciary Alliance LLC 0.04% Reduce -9.6% 6,902 $554K
Trivium Point Advisory, LLC 0.05% Reduce -0.8% 6,883 $553K
Indivisible Partners 0.03% New 6,836 $549K
Aprio Wealth Management, LLC 0.03% Add +1.2% 6,813 $547K
Marks Group Wealth Management, Inc 0.05% Reduce -12.4% 6,798 $546K
Capital Investment Advisors, LLC 0.01% Add +8.3% 6,769 $544K
Candriam S.C.A. 0.00% Reduce -0.1% 6,759 $542K
V-Square Quantitative Management LLC 0.05% Add +1.0% 6,704 $538K
Centric Wealth Management 0.08% Add +112.7% 6,763 $537K
Romano Brothers and Company 0.05% Reduce -2.2% 6,674 $536K
Stonebridge Capital Advisors LLC 0.03% Reduce -12.8% 6,554 $526K
Atlantic Union Bankshares Corp 0.01% Add +1.9% 6,495 $522K
Cibc World Market Inc. 0.00% Add +80.9% 6,448 $518K
Johnson Financial Group, Inc. 0.02% Reduce -55.9% 6,397 $516K
Safeguard Investment Advisory Group, LLC 0.12% Add +0.8% 6,425 $516K
Atom Investors LP 0.05% Add +0.6% 6,397 $514K
Csenge Advisory Group 0.02% Add +0.8% 6,383 $513K
Financial Advisors Network, Inc. 0.06% Add +16.5% 6,267 $503K
Westwood Holdings Group Inc. 0.00% New 6,245 $501K
CWA Asset Management Group, LLC 0.02% Reduce -0.0% 6,242 $501K
TCI Wealth Advisors, Inc. 0.02% Add +19.7% 6,201 $498K
Glenview Trust Co 0.01% Add +23.9% 6,189 $497K
Hills Bank & Trust Co 0.02% Reduce -1.5% 6,030 $484K
Spire Wealth Management 0.01% Add +2.2% 6,010 $483K
Integris Wealth Management, LLC 0.10% Add +2.8% 5,973 $480K
Aigen Investment Management, LP 0.13% Add +100.4% 5,971 $479K
Strategic Investment Advisors / MI 0.03% Reduce -39.1% 5,968 $479K
First Horizon Corp. 0.02% Add +28.4% 5,955 $478K
AlTi Global, Inc. 0.01% Reduce -0.1% 5,893 $477K
Prelude Capital Management, LLC 0.03% Add +94.6% 5,916 $475K
Cigna Investments Inc. 0.06% Add +5.2% 5,885 $473K
Essex Financial Services, Inc. 0.02% Reduce -9.9% 5,889 $473K
SageView Advisory Group, LLC 0.02% Reduce -11.6% 5,852 $470K
Sumitomo Life Insurance Co. 0.01% Reduce -2.6% 5,842 $469K
HUB Investment Partners, LLC 0.01% Add +3.2% 5,835 $469K
Shah Wealth Advisors, LLC 0.11% — 5,804 $466K
Klein Pavlis & Peasley Financial, Inc. 0.24% Add +3.1% 5,752 $462K
Krilogy Financial LLC 0.01% Add +16.2% 5,713 $459K
Syon Capital LLC 0.02% Add +3.5% 5,707 $458K
One Wealth Capital Management, LLC 0.13% Add +113.5% 5,677 $456K
Beto Financial Group, LLC 0.24% Reduce -4.8% 5,770 $454K
GC Wealth Management RIA, LLC 0.03% Reduce -0.9% 5,626 $452K
SC&H Financial Advisors, Inc. 0.06% No change 5,592 $449K
Patron Partners, LLC 0.17% Add +51.2% 5,581 $448K
Brighton Jones LLC 0.01% Add +8.3% 5,573 $448K
Asahi Life Asset Management Co., LTD. 0.25% New 5,570 $447K
Waycross Partners, LLC 0.04% No change 5,550 $446K
UMB Bank, n.a. 0.01% Add +5.0% 5,513 $443K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% Add +35.6% 5,490 $441K
Moody National Bank Trust Division 0.04% Add +1.7% 5,489 $441K
CFS Investment Advisory Services, LLC 0.03% Add +1.3% 5,375 $441K
Compound Planning, Inc. 0.01% Add +23.6% 5,476 $440K
Heritage Investors Management Corp. 0.01% No change 5,472 $439K
Lakeridge Wealth Management LLC 0.16% Add +0.2% 5,425 $436K
AlphaCore Capital LLC 0.01% Add +57.8% 5,425 $436K
WINTON GROUP Ltd 0.01% New 5,400 $434K
Carret Asset Management, LLC 0.04% No change 5,394 $433K
Bar Harbor Wealth Management 0.02% No change 5,389 $433K
Bravera Wealth 0.17% Reduce -0.5% 5,362 $431K
Private Trust Co. NA 0.03% Reduce -16.5% 5,330 $428K
GTS Securities LLC 0.01% Reduce -51.9% 5,258 $422K
Ameritas Advisory Services, LLC 0.01% Reduce -23.6% 5,225 $420K
Heritage Trust Co 0.04% No change 5,157 $414K
AlphaGrep UK Ltd 0.13% Add +85.5% 5,156 $414K
Freedom Financial Partners LLC 0.13% Reduce -12.7% 5,151 $414K
Andra AP-fonden 0.00% Reduce -60.4% 5,122 $411K
Evergreen Capital Management LLC 0.01% Add +2.4% 5,062 $409K
Waterloo Capital, L.P. 0.02% Reduce -8.2% 5,063 $407K
CreativeOne Wealth, LLC 0.01% Reduce -40.1% 5,045 $405K
IFP Advisors, Inc 0.01% Add +6.1% 5,000 $402K
Welch Group, LLC 0.01% No change 4,989 $401K
Everpar Advisors LLC 0.11% Reduce -0.1% 4,955 $398K
Cullen/Frost Bankers, Inc. 0.00% No change 4,947 $397K
Neo Ivy Capital Management 0.09% New 4,932 $396K
SouthState Bank Corp 0.02% No change 4,931 $396K
Castle Rock Wealth Management, LLC 0.08% Reduce -0.2% 4,945 $394K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -1.8% 4,804 $394K
Mariner, LLC 0.00% Reduce -73.7% 4,893 $393K
Legacy Capital Group California, Inc. 0.12% Reduce -2.2% 4,861 $390K
Boyum Wealth Architects LLC 0.16% No change 4,844 $390K
Obermeyer Wealth Partners 0.02% Reduce -1.6% 4,844 $389K
MAI Capital Management 0.00% Add +3.8% 4,843 $389K
Apella Capital, LLC 0.01% Add +0.3% 4,813 $388K
Evolve Private Wealth, LLC 0.02% Reduce -71.1% 4,745 $384K
Warwick Investment Management, Inc. 0.04% No change 4,758 $382K
Mesirow Financial Investment Management, Inc. 0.01% Add +8.2% 4,731 $380K
Birch Financial Group, LLC 0.20% Add +0.1% 4,727 $380K
Advisory Alpha, LLC 0.01% Add +11.0% 4,724 $379K
Petros Family Wealth, LLC 0.23% No change 4,720 $379K
Buska Wealth Management, LLC 0.14% Add +0.8% 4,716 $379K
Prime Capital Investment Advisors, LLC 0.00% Reduce -5.2% 4,710 $378K
MorganRosel Wealth Management, LLC 0.13% No change 4,700 $377K
Cidel Asset Management Inc. 0.02% Add +3.3% 4,692 $377K
Aventura Private Wealth, LLC 0.12% Add +8.3% 4,673 $375K
Financial Gravity Companies, Inc. 0.06% — 4,652 $374K
Frank, Rimerman Advisors LLC 0.02% Add +4.5% 4,643 $373K
International Assets Investment Management, LLC 0.02% Reduce -1.8% 4,677 $373K
Blue Trust, Inc. 0.00% Reduce -22.5% 4,639 $372K
Sowell Financial Services LLC 0.01% Reduce -2.2% 4,633 $372K
Nautilus Advisors LLC 0.22% Add +0.7% 4,645 $372K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.0% 4,604 $370K
Affiance Financial, LLC 0.05% No change 4,592 $369K
Claro Advisors Inc. 0.04% Reduce -0.3% 4,581 $368K
Concord Wealth Partners 0.04% No change 4,561 $366K
Baker Boyer National Bank 0.10% Add +62.1% 4,538 $364K
Poinciana Advisors Group, LLC 0.27% No change 4,524 $363K
SageGuard Financial Group, LLC 0.05% Add +0.1% 4,520 $363K
Venture Visionary Partners LLC 0.01% Reduce -5.4% 4,514 $362K
Evansbrook LLC 0.22% No change 4,507 $362K
Hilltop Holdings Inc. 0.03% Reduce -12.7% 4,495 $361K
Patrick M Sweeney & Associates, Inc. 0.21% Add +5.3% 4,450 $357K
Simplicity Wealth,LLC 0.01% Add +3.7% 4,420 $355K
Access Financial Services, Inc. 0.12% Reduce -4.6% 4,400 $353K
Third View Private Wealth, LLC 0.04% Reduce -19.5% 4,382 $352K
Blue Water Asset Management 0.11% No change 4,346 $349K
NorthCrest Asset Manangement, LLC 0.01% Add +37.4% 4,415 $349K
BIP Wealth, LLC 0.01% New 4,331 $348K
Bell Bank 0.01% Reduce -1.6% 4,328 $348K
Capital International Sarl 0.00% Reduce -9.8% 4,324 $347K
First National Bank & Trust Co. of Newtown 0.07% No change 4,425 $346K
Crestwood Advisors Group, LLC 0.01% Add +0.6% 4,278 $343K
Teacher Retirement System of Texas 0.00% Reduce -52.5% 4,187 $336K
RDA Financial Network 0.07% Add +0.6% 4,185 $336K
First Business Financial Services, Inc. 0.03% Reduce -0.1% 4,178 $335K
Triumph Capital Management 0.06% Add +0.2% 4,176 $335K
Ingalls & Snyder LLC 0.01% Add +5.1% 4,175 $335K
Stock Yards Bank & Trust Co. 0.01% Reduce -17.4% 4,167 $335K
Kingswood Wealth Advisors, LLC 0.01% New 4,143 $333K
Montag A & Associates Inc. 0.01% No change 4,099 $332K
Trueblood Wealth Management, LLC 0.12% Add +1.0% 4,117 $331K
Anchyra Partners LLC 0.08% Add +5.0% 4,106 $330K
Farmers & Merchants Investments Inc. 0.01% Reduce -1.0% 4,071 $327K
JNBA Financial Advisors 0.02% Add +0.5% 4,061 $326K
Leverty Financial Group, LLC 0.06% No change 4,058 $326K
Stephens Inc. 0.00% Reduce -18.4% 4,046 $325K
Victory Financial Group, LLC 0.03% Reduce -10.2% 4,045 $325K
Quarry LP 0.05% Add +21.4% 4,029 $324K
Signal Advisors Wealth, LLC 0.02% Add +1.3% 4,018 $323K
Peak Asset Management, LLC 0.05% No change 4,016 $322K
Supplemental Annuity Collective Trust of NJ 0.08% Reduce -0.0% 4,004 $322K
Summit Wealth Group LLC / Co. 0.03% Add +4.9% 3,975 $319K
Howe & Rusling Inc. 0.02% Add +9.1% 3,973 $319K
Williams Jones Wealth Management, LLC. 0.00% Add +2.3% 3,951 $317K
Paragon Capital Management LLC 0.15% No change 3,931 $316K
RNC Capital Management LLC 0.01% Add +0.2% 3,929 $315K
Diversify Advisory Services, LLC 0.01% New 3,900 $315K
Diversify Wealth Management, LLC 0.01% Add +13.0% 3,900 $315K
Kure Advisory, LLC 0.15% Add +31.7% 3,889 $312K
Tyche Wealth Partners LLC 0.04% No change 3,886 $312K
Capital Investment Advisory Services, LLC 0.02% Add +0.8% 3,886 $312K
Meridian Wealth Management, LLC 0.01% New 3,883 $312K
Alerus Financial NA 0.01% Reduce -20.6% 3,854 $309K
DORVAL Corp 0.09% No change 3,842 $309K
Inspire Advisors, LLC 0.02% Add +29.3% 3,812 $306K
M.E. Allison & Co., Inc. 0.18% No change 3,800 $305K
Financially Speaking Inc 1.47% No change 3,808 $302K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Add +0.3% 3,740 $300K
Planning Center, Inc. 0.03% No change 3,740 $300K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -6.2% 3,720 $299K
JPL Wealth Management, LLC 0.06% Add +0.1% 3,716 $298K
Intrua Financial, LLC 0.03% Reduce -19.4% 3,692 $296K
Principle Wealth Partners LLC 0.01% Reduce -21.3% 3,667 $294K
West Family Investments, Inc. 0.09% New 3,655 $293K
Kercheville Advisors, LLC 0.09% No change 3,641 $292K
Ballast Advisors LLC 0.07% Add +0.2% 3,641 $292K
Kestra Investment Management, LLC 0.01% Reduce -30.6% 3,639 $292K
Lazari Capital Management, Inc. 0.09% Add +0.2% 3,634 $292K
Retiremitten Financial LLC 0.12% Add +0.8% 3,617 $290K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Add +1.4% 3,613 $290K
Avidian Wealth Enterprises, LLC 0.01% Add +7.2% 3,612 $290K
Atlanta Consulting Group Advisors, LLC 0.05% Reduce -2.0% 3,571 $289K
Lantz Financial LLC 0.05% Reduce -28.9% 3,590 $288K
Heartland Bank & Trust Co 0.06% Reduce -1.3% 3,579 $287K
L2 Asset Management, LLC 0.03% Add +11.6% 3,563 $286K
LCM Capital Management Inc 0.13% No change 3,561 $286K
Alley Investment Management Company, LLC 0.03% No change 3,541 $284K
Premier Path Wealth Partners, LLC 0.03% Reduce -9.0% 3,532 $284K
Integrity Alliance, Llc. 0.01% Reduce -1.1% 3,532 $284K
HM Payson & Co. 0.00% No change 3,515 $282K
Ponta Wealth Partners, LLC 0.15% New 3,515 $282K
FSB Premier Wealth Management, Inc. 0.08% Add +3.2% 3,511 $282K
Confluence Wealth Services, Inc. 0.01% Add +12.2% 3,502 $281K
Hoese & Co LLP 0.18% No change 3,500 $281K
Kozak & Associates, Inc. 0.05% Add +0.7% 3,521 $281K
Sivia Capital Partners, LLC 0.03% New 3,466 $278K
Compass Financial Group, INC 0.03% Add +5.0% 3,438 $276K
First National Bank Sioux Falls 0.08% No change 3,404 $276K
Rosenberg Matthew Hamilton 0.05% Reduce -2.0% 3,427 $275K
James Hambro & Partners LLP 0.01% No change 3,425 $275K
Chesley Taft & Associates LLC 0.01% Add +0.6% 3,403 $273K
Peoples Financial Services Corp. 0.12% No change 3,400 $273K
Kathmere Capital Management, LLC 0.01% New 3,400 $273K
Hantz Financial Services, Inc. 0.00% Reduce -0.6% 3,386 $272K
BlueStem Wealth Partners, LLC 0.03% Add +0.3% 3,387 $272K
Trilogy Capital Inc. 0.01% New 3,382 $272K
CoreFirst Bank & Trust 0.13% No change 3,370 $271K
E Fund Management (Hong Kong) Co., Ltd. 0.09% Add +34.4% 3,359 $270K
Mystic Asset Management, Inc. 0.06% No change 3,352 $269K
LVW Advisors, LLC 0.02% Reduce -15.0% 3,352 $269K
Boston Trust Walden Corp 0.00% No change 3,347 $269K
SmartHarvest Portfolios, LLC 0.09% Add +4.8% 3,331 $267K
Knollwood Investment Advisory, LLC 0.02% No change 3,323 $267K
Occidental Asset Management, LLC 0.03% Add +0.3% 3,306 $265K
Purpose Unlimited Inc. 0.01% Add +5.2% 3,296 $265K
Smithfield Trust Co 0.01% No change 3,301 $265K
Great Diamond Partners, LLC 0.05% No change 3,298 $265K
Johnson Investment Counsel Inc. 0.00% Reduce -8.4% 3,287 $264K
ARS Wealth Advisors Group, LLC 0.02% Add +0.1% 3,278 $263K
Avantax Planning Partners, Inc. 0.01% Add +22.3% 3,276 $263K
Cary Street Partners Financial LLC 0.01% Add +7.0% 3,275 $263K
Brookwood Investment Group LLC 0.03% New 3,274 $263K
Boulder Wealth Advisors, LLC 0.10% No change 3,270 $263K
Marex Group Ltd 0.00% New 3,265 $262K
Daymark Wealth Partners, LLC 0.01% Reduce -9.3% 3,251 $261K
Drive Wealth Management, LLC 0.05% Add +1.5% 3,204 $259K
Faithward Advisors, LLC 0.03% New 3,175 $255K
Bank of Hawaii 0.01% No change 3,172 $255K
Aviance Capital Partners, LLC 0.03% No change 3,163 $254K
Concord Asset Management, LLC 0.04% No change 3,139 $252K
USAdvisors Wealth Management, LLC 0.07% Add +0.6% 3,145 $252K
HBK Sorce Advisory LLC 0.00% Reduce -0.2% 3,261 $252K
Valued Retirements, Inc. 0.23% Add +0.6% 3,130 $251K
Coastline Trust Co 0.02% No change 3,125 $251K
Panagora Asset Management Inc. 0.00% Reduce -99.3% 3,109 $250K
Versant Capital Management, Inc 0.02% Reduce -14.5% 3,102 $249K
Flow Traders U.S. LLC 0.01% New 3,099 $249K
Keudell/Morrison Wealth Management 0.05% Reduce -21.8% 3,088 $248K
Cyndeo Wealth Partners, LLC 0.01% Reduce -4.1% 3,077 $247K
Texas Yale Capital Corp. 0.01% Add +19.4% 3,075 $247K
Cornerstone Wealth Management, LLC 0.01% Reduce -2.6% 3,075 $247K
GHP Investment Advisors, Inc. 0.01% Add +3.8% 3,069 $246K
North Star Asset Management Inc. 0.01% Add +0.1% 3,068 $246K
Diversified Enterprises, LLC 0.01% Add +0.1% 3,065 $246K
Nations Financial Group Inc, /Ia/ 0.01% Add +1.6% 3,044 $244K
PFG Advisors 0.01% Reduce -9.8% 3,020 $243K
Portside Wealth Group, LLC 0.03% Reduce -3.3% 3,010 $242K
Ausdal Financial Partners, Inc. 0.01% Reduce -5.2% 2,995 $241K
Ellenbecker Investment Group 0.03% Add +3.1% 2,993 $240K
One Capital Management, LLC 0.01% No change 3,018 $240K
Everhart Financial Group, Inc. 0.02% Reduce -1.7% 2,959 $238K
Ullmann Wealth Partners Group, LLC 0.02% No change 2,958 $238K
Wellspring Financial Advisors, LLC 0.02% Reduce -0.0% 2,955 $237K
Accel Wealth Management 0.05% Reduce -3.3% 2,951 $237K
NTV Asset Management LLC 0.02% Reduce -0.6% 2,950 $237K
Ramirez Asset Management, Inc. 0.02% No change 2,949 $237K
Patriot Investment Management Group, Inc. 0.01% No change 2,942 $236K
Sharpepoint LLC 0.12% No change 2,933 $236K
Cranbrook Wealth Management, LLC 0.04% No change 2,905 $233K
King Luther Capital Management Corp. 0.00% Add +3.6% 2,893 $232K
Significant Wealth Partners LLC 0.25% Add +2.7% 2,887 $232K
Kennedy Capital Management LLC 0.00% Reduce -5.8% 2,880 $231K
MJT & Associates Financial Advisory Group, Inc. 0.15% No change 2,879 $231K
Advisors Capital Management, LLC 0.00% New 2,875 $231K
Longboard Asset Management, LP 3.87% No change 2,872 $231K
Ramsay, Stattman, Vela & Price, Inc. 0.04% No change 2,870 $230K
Madison Wealth Partners, Inc 0.03% Add +1.0% 2,869 $230K
Carnegie Investment Counsel 0.00% No change 2,859 $230K
Fisher Asset Management 0.00% Reduce -58.0% 2,851 $229K
Pinnacle Associates Ltd. 0.00% Add +9.9% 2,846 $229K
Symphony Financial, Ltd. Co. 0.02% New 2,761 $226K
Dougherty & Associates, LLC 0.18% No change 2,817 $226K
XY Planning Network, Inc. 0.03% Add +4.7% 2,811 $226K
Mindset Wealth Management, LLC 0.04% No change 2,806 $225K
Optas, LLC 0.03% Add +4.9% 2,805 $225K
180 Wealth Advisors, LLC 0.02% Reduce -12.4% 2,802 $225K
Conning Inc. 0.01% No change 2,802 $225K
Range Advisory, LLC 0.03% New 2,790 $224K
Eastern Bank 0.00% No change 2,777 $223K
Ascent Advisors, LLC 0.26% No change 2,795 $223K
WASHINGTON TRUST Co 0.01% New 2,764 $222K
Gilman Hill Asset Management, LLC 0.03% No change 2,750 $221K
Wealth Group Ltd 0.04% No change 2,747 $221K
Parkside Financial Bank & Trust 0.02% Add +66.3% 2,746 $221K
Colonial Trust Co / SC 0.03% Reduce -0.5% 2,745 $220K
State of Wyoming 0.02% Reduce -48.9% 2,745 $220K
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0.14% Reduce -70.3% 2,742 $220K
Ariadne Wealth Management, LP 0.10% New 2,732 $219K
Quantum Financial Advisors, LLC 0.02% No change 2,729 $219K
Price Financial Group Wealth Management, Inc 3.64% No change 2,689 $219K
SilverOak Wealth Management LLC 0.03% No change 2,721 $218K
Perennial Investment Advisors, LLC 0.01% Reduce -12.0% 2,719 $218K
Clifford Swan Investment Counsel LLC 0.01% Reduce -2.8% 2,718 $218K
Mutual Advisors, LLC 0.00% Reduce -10.9% 2,717 $218K
Jacobi Capital Management LLC 0.01% No change 2,701 $217K
Riverbend Wealth Management, LLC 0.11% New 2,694 $216K
Keystone Financial Group 0.01% Reduce -23.6% 2,689 $216K
Composition Wealth, LLC 0.00% New 2,682 $215K
Kuhn & Co Investment Counsel 0.12% Add +0.4% 2,672 $215K
Advyzon Investment Management, LLC 0.02% Reduce -18.4% 2,665 $214K
Avior Wealth Management, LLC 0.01% Reduce -2.4% 2,642 $212K
Triad Wealth Partners, LLC 0.01% New 2,727 $212K
Nilsine Partners, LLC 0.01% Reduce -1.0% 2,607 $209K
City State Bank 0.05% No change 2,602 $209K
Ancora Advisors LLC 0.00% Reduce -2.5% 2,594 $208K
Sagewood Asset Management LP 0.05% New 2,576 $207K
KTF Investments, LLC 0.02% No change 2,575 $207K
Morton Capital Management LLC 0.03% No change 2,569 $206K
Natural Investments, LLC 0.05% No change 2,573 $206K
Arvest Bank Trust Division 0.01% Add +0.7% 2,557 $205K
Longview Financial Advisors, Inc. 0.12% No change 2,550 $205K
Old Second National Bank of Aurora 0.04% No change 2,548 $205K
Sound Income Strategies, LLC 0.01% Add +5.2% 2,543 $204K
Moneta Group Investment Advisors LLC 0.00% Reduce -27.3% 2,542 $204K
Fiduciary Trust Co 0.00% Reduce -7.4% 2,542 $204K
nVerses Capital, LLC 0.31% Reduce -38.4% 2,538 $204K
L & S Advisors Inc 0.02% Reduce -95.8% 2,537 $204K
Alpine Bank Wealth Management 0.03% No change 2,535 $204K
360 Financial, Inc. 0.05% No change 2,532 $203K
Hilltop National Bank 0.04% No change 2,529 $203K
PFG Investments, LLC 0.01% New 2,522 $203K
Thoroughbred Financial Services, LLC 0.01% No change 2,520 $202K
Basecamp Wealth Advisors LLC 0.04% No change 2,510 $202K
Integrated Advisors Network LLC 0.01% Reduce -8.9% 2,503 $201K
Fell Capital Management 0.17% New 2,500 $201K
Jeppson Wealth Management, LLC 0.06% New 2,500 $201K
Independent Financial Group, LLC 0.00% New 2,499 $201K
High Note Wealth, LLC 0.03% Reduce -4.9% 2,498 $201K
Sharkey, Howes & Javer 0.02% New 2,496 $200K
Resonant Capital Advisors, LLC 0.01% New 2,477 $200K
Stevens Capital Management LP 0.05% New 2,495 $200K
Virtus Investment Advisers, LLC 0.05% Add +1.3% 2,477 $199K
LRI Investments, LLC 0.02% Add +6.5% 2,425 $195K
Cassaday & Co Wealth Management LLC 0.00% No change 2,422 $194K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 2,376 $191K
Park Place Capital Corp 0.03% Reduce -42.2% 2,367 $190K
N.E.W. Advisory Services LLC 0.01% Add +0.3% 2,356 $189K
Motco 0.02% Add +0.5% 2,278 $183K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.3% 2,269 $182K
Monetary Management Group Inc. 0.04% Add +2400.0% 12,500 $182K
Family Capital Trust Co 0.06% No change 2,235 $179K
Creative Capital Management Investments LLC 0.04% Add +1.7% 2,198 $176K
Pinnacle Wealth Planning Services, Inc. 0.02% Add +1.6% 2,060 $165K
Millstone Evans Group, LLC 0.09% Add +0.3% 2,057 $165K
St Germain D J Co. Inc. 0.01% Reduce -0.9% 2,050 $165K
Cromwell Holdings LLC 0.07% Add +4.8% 2,025 $164K
Golden State Wealth Management, LLC 0.01% Add +18.2% 2,027 $163K
Walleye Trading LLC 0.00% Reduce -74.8% 2,014 $162K
Whittier Trust Co. 0.00% Reduce -4.2% 2,002 $161K
Founders Capital Management 0.07% No change 2,000 $161K
Intesa Sanpaolo Wealth Management 0.03% Add +19.6% 2,000 $161K
Chilton Capital Management LLC 0.01% No change 2,000 $161K
Riverview Trust Co 0.19% No change 1,988 $160K
MassMutual Private Wealth & Trust, FSB 0.00% Add +5.8% 1,907 $153K
Lummis Asset Management, LP 0.09% No change 1,899 $152K
Costello Asset Management, INC 0.04% Reduce -3.5% 1,848 $148K
Marquette Asset Management, LLC 0.02% Reduce -2.0% 1,829 $147K
Colonial Trust Advisors 0.01% No change 1,795 $144K
CoreCap Advisors, LLC 0.00% Reduce -8.2% 1,763 $142K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -8.6% 1,736 $139K
Steph & Co. 0.03% Reduce -7.6% 1,713 $138K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,700 $137K
CYBER HORNET ETFs LLC 0.08% Add +4.4% 1,699 $136K
Continuum Advisory, LLC 0.01% New 1,637 $131K
Compass Financial Management LLC 0.02% — 1,641 $129K
MTM Investment Management, LLC 0.04% No change 1,584 $127K
Westfuller Advisors, LLC 0.05% Reduce -1.7% 1,535 $124K
Capital Analysts, LLC 0.00% Add +49.2% 1,516 $122K
Avalon Trust Co 0.01% No change 1,509 $121K
ZEGA Investments, LLC 0.02% New 1,500 $120K
Cherry Tree Wealth Management, LLC 0.02% Add +0.5% 1,498 $120K
Deseret Mutual Benefit Administrators 0.04% Reduce -7.0% 1,481 $119K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,471 $119K
Bayforest Capital Ltd 0.11% Add +126.1% 1,474 $118K
Hanson & Doremus Investment Management 0.01% No change 1,459 $117K
IFS Advisors, LLC 0.06% No change 1,450 $116K
GeoWealth Management, LLC 0.00% Add +5.7% 1,418 $114K
Rothschild Investment LLC 0.00% Add +109.9% 1,379 $111K
Richardson Financial Services Inc. 0.06% Reduce -3.6% 1,345 $108K
Loomis Sayles & Co. L P 0.00% Add +30.5% 1,314 $106K
Pinnacle Bancorp, Inc. 0.03% No change 1,277 $103K
IAG Wealth Partners, LLC 0.01% No change 1,276 $102K
Flagship Wealth Advisors, LLC 0.02% Add +123.5% 1,267 $102K
Capital Advisors, Ltd. LLC 0.01% Reduce -4.2% 1,247 $100K
Delos Wealth Advisors, LLC 0.05% Add +2.3% 1,227 $99K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,225 $98K
Country Trust Bank 0.00% Reduce -1.1% 1,207 $97K
ABS Investment Management LLC 0.06% — 80 $96K
Toth Financial Advisory Corp. 0.01% Reduce -33.8% 1,176 $94K
Manchester Capital Management LLC 0.01% Add +2.7% 1,168 $94K
Cary Street Partners Investment Advisory LLC 0.02% Add +8.3% 1,136 $91K
Oakworth Capital, Inc. 0.00% Add +29.5% 1,123 $90K
Vision Financial Markets LLC 0.08% No change 1,110 $89K
Dorato Capital Management 0.06% No change 1,112 $89K
Keating Financial Advisory Services, Inc. 0.01% Add +14.7% 1,100 $88K
SBI Securities Co., Ltd. 0.00% Reduce -5.1% 1,093 $88K
Harbor Asset Planning, Inc. 0.07% No change 1,092 $88K
Bay Harbor Wealth Management, LLC 0.02% Add +1501.5% 1,089 $87K
Prudent Man Investment Management, Inc. 0.03% No change 1,178 $87K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,069 $86K
Security National Bank of Sioux City Iowa 0.03% New 1,055 $85K
Heritage Wealth Advisors 0.00% No change 1,040 $84K
Washington Trust Advisors, Inc. 0.01% Reduce -1.8% 1,030 $83K
Financial Consulate, Inc. 0.01% Add +1.9% 1,009 $81K
Harbor Investment Advisory, LLC 0.01% No change 1,005 $81K
First Community Trust NA 0.04% Reduce -33.3% 1,000 $80K
Summit Securities Group LLC 0.02% New 994 $80K
Ostrum Asset Management 0.00% Reduce -30.5% 983 $79K
Front Row Advisors LLC 0.02% No change 1,013 $79K
True Wealth Design, LLC 0.02% Add +9.0% 978 $79K
Centennial Bank 0.02% No change 947 $76K
Lloyd Advisory Services, LLC. 0.03% Add +41.0% 945 $76K
Quent Capital, LLC 0.00% Reduce -9.7% 924 $74K
Salem Investment Counselors Inc. 0.00% Reduce -2.3% 912 $74K
Brown, Lisle/Cummings, Inc. 0.02% No change 902 $72K
Bullock Wealth Management Group 0.03% Add +0.3% 902 $72K
Silver Grove Financial Group, Inc. 0.04% Add +55.0% 877 $70K
Essential Partners LLC 0.03% Add +24.5% 870 $70K
Creative Financial Designs Inc. 0.00% Add +0.6% 864 $69K
Truvestments Capital LLC 0.01% No change 857 $69K
SHP Wealth Management 0.00% Add +6.2% 837 $67K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +9.3% 832 $67K
Burkett Financial Services, LLC 0.02% Add +0.7% 831 $67K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% No change 805 $65K
Aberdeen Wealth Management LLC 0.03% New 800 $64K
Steigerwald, Gordon & Koch Inc. 0.01% No change 798 $64K
Trust Co. of Vermont 0.00% — 796 $64K
Salomon & Ludwin, LLC 0.01% No change 777 $62K
Financial Perspectives, Inc 0.01% No change 767 $62K
Bank of New Hampshire 0.01% Reduce -38.2% 760 $61K
Hager Investment Management Services, LLC 0.03% Reduce -24.5% 755 $61K
Bell Investment Advisors, Inc 0.01% Add +0.8% 752 $60K
Strengthening Families & Communities, LLC 0.01% Add +1.9% 738 $59K
NBT Bank, N.A. 0.00% Reduce -41.4% 709 $57K
Institute for Wealth Management, LLC. 0.01% New 702 $56K
Fiduciary Financial Advisors 0.01% New 679 $54K
Kimelman & Baird, LLC 0.00% No change 652 $52K
CVA Family Office, LLC 0.00% Reduce -3.4% 645 $52K
SOA Wealth Advisors, LLC. 0.01% No change 636 $51K
Catalyst Capital Advisors LLC 0.00% Reduce -42.6% 635 $51K
RMG Wealth Management LLC 0.01% No change 648 $51K
Prestige Wealth Management Group LLC 0.01% No change 631 $51K
North Star Investment Management Corp. 0.00% No change 631 $51K
Bruce G. Allen Investments, LLC 0.03% Add +4.1% 630 $51K
Bartlett & Co. Wealth Management LLC 0.00% Add +5.6% 623 $50K
MCF Advisors LLC 0.00% Add +125.2% 608 $49K
Tsfg, LLC 0.01% No change 609 $49K
Towne Trust Company, N.A 0.01% No change 584 $47K
Gilpin Wealth Management, LLC 0.03% No change 578 $46K
Elevation Wealth Partners, LLC 0.01% No change 572 $46K
Caldwell Trust Co 0.00% No change 569 $46K
Bfsg, LLC 0.00% Add +2.8% 560 $45K
GS Investments, Inc. 0.03% Reduce -9.7% 558 $45K
Plante Moran Financial Advisors, LLC 0.00% Add +103.7% 550 $44K
Buck Wealth Strategies, LLC 0.00% New 542 $44K
Tower View Wealth Management LLC 0.02% Reduce -15.1% 539 $43K
Ankerstar Wealth, LLC 0.04% No change 533 $43K
Strategic Wealth Advisors LLC 0.04% No change 590 $43K
Gill Capital Partners, LLC 0.01% New 528 $42K
Luken Investment Analytics, LLC 0.01% No change 526 $42K
Advocate Investing Services LLC 0.03% No change 520 $42K
Measured Wealth Private Client Group, LLC 0.01% No change 519 $42K
Tidemark, LLC 0.01% No change 505 $41K
Crews Bank & Trust 0.01% No change 504 $40K
Archer Investment Corp 0.01% No change 500 $40K
Highland Investment Advisors LLC 0.02% — 500 $40K
IMA Advisory Services, Inc. 0.00% Add +16500.0% 498 $40K
Cedar Mountain Advisors, LLC 0.01% No change 495 $40K
Peterson Wealth Management 0.02% Add +0.6% 494 $40K
Leonteq Securities AG 0.00% Reduce -46.7% 493 $40K
BankPlus Trust Department 0.01% No change 483 $39K
Pittenger & Anderson Inc. 0.00% No change 471 $38K
First Bancorp, Inc 0.01% New 452 $36K
Beacon Financial Strategies CORP 0.02% No change 450 $36K
GW&K Investment Management, LLC 0.00% Reduce -0.2% 450 $36K
TD Waterhouse Canada Inc. 0.00% No change 448 $36K
Canopy Partners, LLC 0.01% Add +1.6% 443 $36K
Owl Creek Wealth Partners LLC 0.01% Reduce -10.2% 440 $35K
American National Bank & Trust 0.00% Add +48.6% 431 $35K
Tanglewood Legacy Advisors, LLC 0.01% No change 410 $33K
Winch Advisory Services, LLC 0.01% Add +0.8% 404 $32K
Strategic Investment Solutions, Inc. 0.01% No change 400 $32K
First Command Advisory Services, Inc. 0.00% Reduce -12.8% 400 $32K
Strategic Wealth Partners, Ltd. 0.00% No change 397 $32K
JFS Wealth Advisors, LLC 0.00% Add +18.6% 382 $31K
Piscataqua Savings Bank 0.02% Reduce -34.8% 375 $30K
Fortitude Family Office, LLC 0.01% Reduce -3.7% 365 $29K
Evolution Wealth Management Inc. 0.02% No change 349 $28K
Pin Oak Investment Advisors Inc. 0.02% No change 353 $28K
Nemes Rush Group LLC 0.00% Add +0.6% 338 $27K
Trust Co 0.00% Reduce -89.9% 329 $26K
Glen Eagle Advisors, LLC 0.00% Add +4.3% 313 $25K
Commonwealth Retirement Investments LLC 0.01% New 309 $25K
Abound Wealth Management 0.00% Reduce -16.1% 303 $24K
Asset Planning,Inc 0.02% New 300 $24K
Basepoint Wealth LLC 0.01% Add +0.7% 295 $24K
Main Street Group, LTD 0.01% No change 295 $24K
Ascentis Wealth Management, LLC 0.00% Reduce -89.8% 290 $23K
Adirondack Trust Co. 0.01% Reduce -19.4% 287 $23K
Fairscale Capital, LLC 0.01% No change 277 $22K
Blueline Advisors LLC 0.02% No change 279 $22K
LifeSteps Financial, Inc. 0.01% New 274 $22K
Private Wealth Asset Management, LLC 0.00% No change 271 $22K
Trust Co. of Toledo NA 0.00% Add +5220.0% 266 $21K
Prosperity Bancshares Inc 0.01% Add +79.6% 264 $21K
Kemnay Advisory Services Inc. 0.00% Add +4.8% 263 $21K
Atlatl Advisers LLC 0.00% New 258 $21K
Downshift Financial, LLC 0.01% New 256 $21K
Mb, Levis & Associates, LLC 0.01% No change 250 $20K
Bangor Savings Bank 0.00% No change 250 $20K
Elequin Capital, LP 0.00% New 249 $20K
Kingdom Financial Group LLC. 0.01% Reduce -63.3% 246 $20K
Sachetta, LLC 0.01% Add +42.4% 245 $20K
Armstrong Advisory Group, Inc. 0.00% No change 245 $20K
Caitlin John, LLC 0.01% Add +28.4% 244 $20K
Physician Wealth Advisors, Inc. 0.00% Reduce -5.5% 243 $20K
Elevated Capital Advisors, LLC 0.01% No change 237 $19K
Covestor Ltd 0.01% Add +5.7% 242 $19K
DHJJ Financial Advisors, Ltd. 0.01% No change 235 $19K
Rossby Financial, LCC 0.00% Reduce -71.2% 231 $19K
Joseph Group Capital Management 0.00% Add +49.7% 226 $18K
MV Capital Management, Inc. 0.00% Add +0.9% 222 $18K
Rialto Wealth Management, LLC 0.00% Add +8.8% 211 $17K
Stone House Investment Management, LLC 0.00% Add +90.1% 211 $17K
Dogwood Wealth Management LLC 0.01% Add +28.2% 209 $17K
Advantage Trust Co 0.01% New 200 $16K
Picton Mahoney Asset Management 0.00% Add +1011.1% 200 $16K
Westside Investment Management, Inc. 0.00% No change 197 $16K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $15K
Medallion Wealth Advisors, LLC 0.00% Add +1.1% 186 $15K
Broadwater Capital Management LLC 0.01% Reduce -75.0% 180 $14K
MidFirst Bank 0.00% Reduce -35.5% 180 $14K
Wolff Wiese Magana LLC 0.01% Reduce -85.5% 177 $14K
Transamerica Financial Advisors, LLC 0.00% Add +62.0% 175 $14K
Tounjian Advisory Partners, LLC 0.01% Reduce -98.9% 174 $14K
Financial Management Professionals, Inc. 0.00% No change 170 $14K
PFS Partners, LLC 0.01% Add +0.6% 168 $13K
Asset Dedication, LLC 0.00% Add +0.6% 167 $13K
Wilkerson Advisory Group LLC 0.00% Add +17.7% 166 $13K
Cornerstone Planning Group LLC 0.00% Add +30.9% 165 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 162 $13K
Valued Wealth Advisors LLC 0.00% Add +2.6% 160 $13K
Axiom Investment Management LLC 0.01% New 157 $13K
1 North Wealth Services LLC 0.00% New 157 $13K
DecisionPoint Financial, LLC 0.00% Reduce -1.9% 155 $12K
Strive Financial Group ,LLC 0.01% No change 153 $12K
Webster Bank, N. A. 0.00% No change 150 $12K
Godfrey Financial Associates, Inc. 0.01% No change 143 $11K
Dunhill Financial, LLC 0.00% Add +0.7% 141 $11K
Tiaa Trust, National Association 0.00% Reduce -97.4% 140 $11K
Wellington-Altus USA Inc. 0.01% New 141 $11K
Clearstead Trust, LLC 0.00% No change 138 $11K
Cornerstone Financial Management LLC 0.01% Add +87.7% 137 $11K
Avion Wealth 0.00% Add +0.7% 145 $11K
Highline Wealth Partners LLC 0.00% Add +45.5% 128 $10K
Arlington Trust Co LLC 0.00% Reduce -51.5% 125 $10K
Richard W. Paul & Associates, LLC 0.00% Reduce -37.6% 123 $10K
Investors Portfolio Services LLC 0.01% No change 121 $10K
Valley National Advisers Inc. 0.00% Reduce -15.3% 116 $9K
Cape Investment Advisory, Inc. 0.00% New 114 $9K
BOK Financial Private Wealth, Inc. 0.00% Reduce -41.7% 109 $9K
Bare Financial Services, Inc 0.00% Add +60.3% 109 $9K
NFSG Corp 0.00% No change 105 $8K
Duncker Streett & Co. Inc. 0.00% No change 100 $8K
Collier Financial 0.01% Reduce -79.2% 99 $8K
DT Investment Partners, LLC 0.00% No change 98 $8K
Ares Financial Consulting, LLC 0.01% Add +64.4% 97 $8K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -63.2% 96 $8K
Raffa Wealth Management, LLC 0.00% Add +18.4% 90 $7K
Aspect Partners, LLC 0.00% No change 88 $7K
LGT Financial Advisors LLC 0.04% Add +1.2% 87 $7K
Fairman Group, LLC 0.01% No change 86 $7K
Mascoma Wealth Management LLC 0.00% No change 81 $7K
Hughes Financial Services, LLC 0.00% Add +52.9% 78 $6K
Signature Equity Partners, LLC 0.00% Reduce -60.9% 75 $6K
Boreal Capital Management LLC 0.01% No change 72 $6K
Key Financial Inc 0.00% Add +148.3% 72 $6K
Fulcrum Asset Management LLP 0.00% Reduce -99.0% 70 $6K
Olistico Wealth, LLC 0.00% No change 71 $6K
Great Lakes Advisors, LLC 0.00% No change 69 $6K
TD Capital Management LLC 0.00% No change 63 $5K
West Paces Advisors Inc. 0.00% New 63 $5K
TFC Financial Management, Inc. 0.00% Add +10.5% 63 $5K
Grove Bank & Trust 0.00% No change 61 $5K
Proathlete Wealth Management LLC 0.00% No change 57 $5K
POM Investment Strategies, LLC 0.01% No change 56 $4K
Dynamic Wealth Strategies, LLC 0.00% Add +125.0% 54 $4K
SJS Investment Consulting Inc. 0.00% Add +3.9% 53 $4K
Principia Wealth Advisory, LLC 0.00% Add +31.6% 50 $4K
Independence Bank of Kentucky 0.00% No change 50 $4K
Penserra Capital Management LLC 0.00% No change 51 $4K
Anchor Investment Management, LLC 0.00% No change 48 $4K
Burk Holdings LLC 0.00% No change 46 $4K
Pacifica Partners Inc. 0.00% No change 45 $4K
Bard Associates Inc. 0.00% Add +7.3% 44 $4K
Granite FO LLC 0.00% No change 39 $3K
American Capital Advisory, LLC 0.00% Add +63.6% 36 $3K
EFG International AG 0.00% Add +80.0% 36 $3K
Kilter Group LLC 0.00% Reduce -22.2% 35 $3K
Holos Integrated Wealth LLC 0.00% No change 33 $3K
Investors Research Corp 0.00% No change 33 $3K
WPG Advisers, LLC 0.00% No change 32 $3K
Clark Wealth Partners 0.00% No change 31 $3K
Key Capital Management, INC 0.00% Reduce -65.9% 30 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 30 $2K
WestEnd Advisors, LLC 0.00% Add +16.0% 29 $2K
Planning Strategies Inc. 0.00% — 27 $2K
HFM Investment Advisors, LLC 0.00% Add +83.3% 22 $2K
Activest Wealth Management 0.00% New 22 $2K
Spectrum Wealth Advisory Group, LLC 0.00% New 20 $2K
Signature Resources Capital Management, LLC 0.00% No change 19 $2K
1015 Capital Partners, LLC 0.00% Add +12.5% 18 $1K
Davis Capital Management 0.00% Add +125.0% 18 $1K
Sunrise Financial Services, LLC 0.00% No change 18 $1K
Private Wealth Management Group, LLC 0.00% No change 17 $1K
Mosley Wealth Management 0.00% New 17 $1K
WealthCollab, LLC 0.00% No change 13 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 18 $1K
Retirement Wealth Solutions LLC 0.00% Add +9.1% 12 $964
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $809
Silicon Valley Capital Partners 0.00% No change 10 $809
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% Reduce -95.0% 10 $803
Nvest Wealth Strategies, Inc. 0.00% Add +233.3% 10 $803
Crewe Advisors LLC 0.00% No change 9 $729
Quaker Wealth Management, LLC 0.00% No change 9 $723
Seneschal Advisors, LLC 0.00% Add +33.3% 8 $643
Atlas Capital Advisors Inc. 0.00% No change 8 $642
Breakwater Investment Management 0.00% No change 7 $563
Phillip James Consulting Co. 0.00% No change 6 $482
Morton Brown Family Wealth, LLC 0.00% New 6 $482
Halbert Hargrove Global Advisors, LLC 0.00% New 4 $316
Maryland Capital Advisors Inc. 0.00% — 2 $161
3 Factor Indexing, LLC 0.00% No change 2 $161
Acumen Wealth Advisors, LLC 0.00% New 2 $161
Trifecta Capital Advisors, LLC 0.00% New 1 $81
Meeder Asset Management Inc. 0.00% No change 1 $80
IMG Wealth Management, Inc. 0.00% New 1 $80
Synergy Investment Management, LLC 0.00% Reduce -99.2% 1 $79
Navigoe, LLC 0.00% New 7 $0

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