SEC 13F Intelligence

CEIXEURCONSOL ENERGY INC NEW

CUSIP 20854L108 · Yahoo Finance ↗ · Google Finance ↗

Consol Energy Inc New (CEIXEUR) has 228 institutional holders in Filings Flow’s 13F database, together reporting 14.86M shares worth $801M as of Q4 2022. The largest reported holders are State Street Corp, Dimensional Fund Advisors LP, and Dme Capital Management, LP.

Institutional Holders
228
Q4 2022
Reported Value
$801M
Ticker
CEIXEUR
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 186Q4 ’18Q1 ’19: 188Q1 ’19Q2 ’19: 157Q2 ’19Q3 ’19: 160Q3 ’19Q2 ’21: 115Q2 ’21Q4 ’21: 138Q4 ’21Q4 ’22: 228Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $962MQ1 ’19Q2 ’19: $659MQ2 ’19Q3 ’19: $260MQ3 ’19Q2 ’21: $444MQ2 ’21Q4 ’21: $1.2BQ4 ’21Q4 ’22: $801MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Dalal Street, LLC$423M AUM25.04%$63M595.0KQ4 2024OLDER
DME Capital Management, LP$3.2B AUM7.65%$149M1.39MQ4 2024OLDER
Quantedge Capital Pte Ltd$183M AUM6.00%$16M154.1KQ4 2024OLDER
Goehring & Rozencwajg Associates, LLC$1.9B AUM4.54%$22M201.2KQ4 2024OLDER
Summit Street Capital Management, LLC$707M AUM3.61%$10M95.3KQ4 2024OLDER
GeoSphere Capital Management, LLC$229M AUM3.50%$7M70.0KQ4 2024OLDER
Flat Footed LLC$920M AUM3.37%$13M124.4KQ4 2024OLDER
Ballast Asset Management, LP$225M AUM2.59%$5M49.0KQ4 2024OLDER
CLOVERFIELDS CAPITAL GROUP, LP$309M AUM2.24%$7M65.3KQ4 2024OLDER
HOURGLASS CAPITAL, LLC$480M AUM1.66%$6M56.3KQ4 2024OLDER
THOMIST CAPITAL MANAGEMENT, LP$371M AUM1.30%$5M47.3KQ4 2024OLDER
SCOPUS ASSET MANAGEMENT, L.P.$5.8B AUM1.29%$54M508.6KQ4 2024OLDER
Hi-Line Capital Management, LLC$318M AUM1.29%$3M27.6KQ4 2024OLDER
Tejara Capital Ltd$303M AUM1.05%$2M15.0KQ4 2024OLDER
SAMLYN CAPITAL, LLC$5.9B AUM0.90%$59M556.8KQ4 2024OLDER
CALIFORNIA FIRST LEASING CORP$312M AUM0.72%$2M21.3KQ1 2025OLDER
WEXFORD CAPITAL LP$690M AUM0.66%$4M38.7KQ4 2024OLDER
SummerHaven Investment Management, LLC$163M AUM0.50%$809,4887.6KQ4 2024OLDER
JB CAPITAL PARTNERS LP$581M AUM0.47%$2M23.1KQ4 2024OLDER
Convergence Investment Partners, LLC$611M AUM0.32%$1M13.6KQ4 2024OLDER
NDVR, Inc.$121M AUM0.28%$296,7842.8KQ4 2024OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.28%$2M20.7KQ4 2024OLDER
Chiron Investment Management, LLC$300M AUM0.24%$719,4506.7KQ4 2024OLDER
Malaga Cove Capital, LLC$278M AUM0.18%$455,4174.3KQ4 2024OLDER
INCEPTIONR LLC$415M AUM0.17%$749,7477.0KQ4 2024OLDER
Hyperion Capital Advisors LP$208M AUM0.15%$292,3032.7KQ4 2024OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.14%$3M28.6KQ4 2024OLDER
GENDELL JEFFREY L$7.3B AUM0.13%$4M40.0KQ4 2024OLDER
Clarus Wealth Advisors$235M AUM0.13%$251,7152.5KQ4 2024OLDER
MONETARY MANAGEMENT GROUP INC$419M AUM0.11%$432,0544.0KQ4 2024OLDER
Moran Wealth Management, LLC$3.3B AUM0.11%$3M32.4KQ4 2024OLDER
Financial Strategies Group, Inc.$598M AUM0.11%$442,2274.4KQ4 2024OLDER
Autumn Glory Partners, LLC$272M AUM0.10%$213,3602.0KQ4 2024OLDER
Balefire, LLC$613M AUM0.10%$294,9752.7KQ4 2024OLDER
DRIVE WEALTH MANAGEMENT, LLC$474M AUM0.10%$410,5683.8KQ4 2024OLDER
Unison Advisors LLC$1.3B AUM0.10%$800,1007.5KQ4 2024OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.09%$6M60.9KQ4 2024OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.09%$872,9628.2KQ4 2024OLDER
PDT Partners, LLC$1.7B AUM0.09%$974,2029.1KQ4 2024OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.08%$11M99.2KQ4 2024OLDER
Inspire Advisors, LLC$1.2B AUM0.07%$581,1765.4KQ4 2024OLDER
State of Wyoming$844M AUM0.07%$510,8914.8KQ4 2024OLDER
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.06%$2M20.1KQ4 2024OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.06%$457,6574.3KQ4 2024OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.06%$7M62.0KQ4 2024OLDER
TWINBEECH CAPITAL LP$965M AUM0.05%$3M26.8KQ4 2024OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.05%$81M759.9KQ4 2024OLDER
GILDER GAGNON HOWE & CO LLC$8.3B AUM0.05%$4M39.9KQ4 2024OLDER
Counterpoint Mutual Funds LLC$666M AUM0.05%$367,7263.4KQ4 2024OLDER
Empowered Funds, LLC$15.7B AUM0.05%$3M29.2KQ4 2024OLDER
Weiss Asset Management LP$5.9B AUM0.04%$2M20.3KQ4 2024OLDER
Empirical Finance, LLC$2.1B AUM0.04%$769,1637.2KQ4 2024OLDER
LAKE STREET ADVISORS GROUP, LLC$2.2B AUM0.04%$955,2139.0KQ4 2024OLDER
VOLORIDGE INVESTMENT MANAGEMENT, LLC$25.0B AUM0.04%$12M113.6KQ4 2024OLDER
Institute for Wealth Management, LLC.$938M AUM0.04%$331,1353.1KQ4 2024OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.04%$172M1.61MQ4 2024OLDER
DARK FOREST CAPITAL MANAGEMENT LP$1.1B AUM0.04%$276,3012.6KQ4 2024OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.04%$585,8865.5KQ4 2024OLDER
CHICAGO TRUST Co NA$626M AUM0.04%$219,9742.1KQ4 2024OLDER
Maven Securities LTD$5.2B AUM0.04%$1M13.7KQ4 2024OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.03%$4M33.1KQ4 2024OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.03%$2M15.7KQ4 2024OLDER
FEDERATED HERMES, INC.$61.5B AUM0.03%$15M141.9KQ4 2024OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.03%$33,071310Q4 2024OLDER
Vident Advisory, LLC$11.7B AUM0.03%$2M17.0KQ4 2024OLDER
Ascentis Wealth Management, LLC$508M AUM0.03%$102,732963Q4 2024OLDER
Engineers Gate Manager LP$8.0B AUM0.03%$2M16.9KQ4 2024OLDER
Baird Financial Group, Inc.$64.0B AUM0.03%$16M148.7KQ4 2024OLDER
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.03%$7M67.0KQ4 2024OLDER
Trexquant Investment LP$13.9B AUM0.03%$2M22.9KQ4 2024OLDER
Qsemble Capital Management, LP$1.3B AUM0.03%$212,4002.0KQ4 2024OLDER
Gotham Asset Management, LLC$32.7B AUM0.03%$3M27.3KQ4 2024OLDER
Violich Capital Management, Inc.$855M AUM0.03%$2112.0KQ4 2024OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.03%$28M260.9KQ4 2024OLDER
Louisiana State Employees Retirement System$5.7B AUM0.03%$1M12.9KQ4 2024OLDER
CSS LLC/IL$2.1B AUM0.03%$584,6065.5KQ4 2024OLDER
Petrus Trust Company, LTA$915M AUM0.02%$256,5652.4KQ4 2024OLDER
Illinois Municipal Retirement Fund$7.9B AUM0.02%$2M15.9KQ4 2024OLDER
CAPITAL FUND MANAGEMENT S.A.$22.1B AUM0.02%$9M83.6KQ4 2024OLDER
Independent Advisor Alliance$9.3B AUM0.02%$2M16.0KQ4 2024OLDER
Aquatic Capital Management LLC$3.5B AUM0.02%$812,6887.6KQ4 2024OLDER
SPINNAKER TRUST$1.8B AUM0.02%$347,2433.3KQ4 2024OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.02%$4M42.0KQ4 2024OLDER
WealthCollab, LLC$243M AUM0.02%$29,871280Q4 2024OLDER
Squarepoint Ops LLC$85.1B AUM0.02%$18M166.2KQ4 2024OLDER
Wealthfront Advisers LLC$45.6B AUM0.02%$5M12.5KQ4 2024OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.02%$4M41.4KQ4 2024OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$285,6212.7KQ4 2024OLDER
Avior Wealth Management, LLC$3.8B AUM0.02%$422,8794.0KQ4 2024OLDER
CWA Asset Management Group, LLC$2.9B AUM0.02%$300,6012.8KQ4 2024OLDER
Mutual Advisors, LLC$4.7B AUM0.02%$521,0925.4KQ4 2024OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$2M14.6KQ4 2024OLDER
BOKF, NA$6.5B AUM0.01%$849,7848.4KQ4 2024OLDER
NorthCoast Asset Management LLC$4.3B AUM0.01%$3M26.2KQ2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.01%$160,4471.5KQ4 2024OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.01%$412,3193.9KQ4 2024OLDER
Man Group plc$55.1B AUM0.01%$5M44.7KQ4 2024OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.01%$17M154.8KQ4 2024OLDER
YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM0.01%$1M9.9KQ4 2024OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.01%$77M721.8KQ4 2024OLDER
Compound Planning, Inc.$3.3B AUM0.01%$211,4312.0KQ4 2024OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.01%$326,6543.1KQ4 2024OLDER
JANE STREET GROUP, LLC$777.2B AUM0.01%$47M443.4KQ4 2024OLDER
MetLife Investment Management, LLC$19.6B AUM0.01%$2M17.7KQ4 2024OLDER
Fortitude Family Office, LLC$448M AUM0.01%$28,484267Q4 2024OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$56M520.8KQ4 2024OLDER
Quent Capital, LLC$1.4B AUM0.01%$90,845852Q4 2024OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.01%$2,57024.1KQ4 2024OLDER
Sterling Capital Management LLC$5.3B AUM0.01%$674,4316.3KQ4 2024OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.01%$16M147.8KQ4 2024OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$229,8962.2KQ4 2024OLDER
Smartleaf Asset Management LLC$2.8B AUM0.01%$84,132794Q4 2024OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$5M45.0KQ4 2024OLDER
Bleakley Financial Group, LLC$6.4B AUM0.01%$274,1692.6KQ4 2024OLDER
Mariner, LLC$85.7B AUM0.01%$5M45.6KQ4 2024OLDER
PEAK6 LLC$42.6B AUM0.01%$4M36.5KQ4 2024OLDER
GROUP ONE TRADING LLC$52.2B AUM0.01%$4M33.4KQ1 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.01%$10M93.9KQ4 2024OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.01%$116,2821.1KQ4 2024OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.01%$463,5254.3KQ4 2024OLDER
Point72 Asset Management, L.P.$78.1B AUM0.01%$3M32.7KQ4 2024OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.01%$41M386.0KQ4 2024OLDER
Brevan Howard Capital Management LP$11.3B AUM0.01%$1M10.8KQ4 2024OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.01%$15M139.7KQ4 2024OLDER
Walleye Capital LLC$24.0B AUM0.01%$3M27.2KQ4 2024OLDER
Walleye Trading LLC$60.0B AUM0.01%$3M31.6KQ4 2024OLDER
STATE STREET CORP$2.90T AUM0.01%$179M1.68MQ4 2024OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$278,4142.9KQ4 2024OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.01%$3M24.7KQ4 2024OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$329,8553.1KQ4 2024OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.01%$665,0436.2KQ4 2024OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.01%$422,8934.0KQ4 2024OLDER
Magnetar Financial LLC$9.8B AUM0.01%$268,0872.5KQ4 2024OLDER
Runnymede Capital Advisors, Inc.$116M AUM0.01%$6,93465Q4 2024OLDER
Jump Financial, LLC$7.5B AUM0.01%$280,1422.6KQ4 2024OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.01%$17,382163Q1 2025OLDER
Arizona State Retirement System$17.1B AUM0.01%$909,9808.5KQ4 2024OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$2M23.3KQ4 2024OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.01%$70M651.4KQ4 2024OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$64,008600Q4 2024OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$1M13.7KQ4 2024OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$24,430229Q4 2024OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$212,2942.0KQ4 2024OLDER
Parkside Financial Bank & Trust$1.3B AUM0.01%$38,299359Q4 2024OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$35M327.9KQ4 2024OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$3M30.0KQ4 2024OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$2,22120.8KQ4 2024OLDER
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.8B AUM0.00%$432,2674.1KQ4 2024OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$769,8047.2KQ4 2024OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$25M231.4KQ4 2024OLDER
Invesco Ltd.$653.3B AUM0.00%$23M220.1KQ4 2024OLDER
UBS Group AG$666.3B AUM0.00%$23M217.1KQ4 2024OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M29.1KQ4 2024OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$217,6702.0KQ4 2024OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.00%$320,0403.0KQ4 2024OLDER
COMERICA BANK$25.1B AUM0.00%$1M9.4KQ4 2024OLDER
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$19.6B AUM0.00%$609,1435.7KQ4 2024OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$2M16.7KQ4 2024OLDER
Crossmark Global Holdings, Inc.$6.8B AUM0.00%$2011.9KQ4 2024OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.00%$310,5492.9KQ4 2024OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$620,9845.8KQ4 2024OLDER
New Millennium Group LLC$231M AUM0.00%$5,65953Q4 2024OLDER
TruNorth Capital Management, LLC$522M AUM0.00%$11,948112Q4 2024OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$556,0055.3KQ4 2024OLDER
Savant Capital, LLC$20.7B AUM0.00%$383,0883.6KQ4 2024OLDER
Heck Capital Advisors, LLC$1.3B AUM0.00%$42,531399Q4 2024OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$4183.9KQ4 2024OLDER
Tidal Investments LLC$47.4B AUM0.00%$320,7873.0KQ4 2024OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$394,7163.7KQ4 2024OLDER
AXA S.A.$256M AUM0.00%$802,7677.5KQ4 2024OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$244,4422.3KQ4 2024OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$3M28.1KQ4 2024OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$9M85.3KQ4 2024OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$3M24.6KQ4 2024OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$7M61.1KQ4 2024OLDER
ProShare Advisors LLC$67.5B AUM0.00%$935,6918.8KQ4 2024OLDER
Legal & General Group Plc$432.4B AUM0.00%$7M66.3KQ1 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$5975.6KQ4 2024OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$1M13.0KQ4 2024OLDER
Nuveen Asset Management, LLC$354.1B AUM0.00%$7M67.7KQ4 2024OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M14.6KQ4 2024OLDER
Whipplewood Advisors, LLC$193M AUM0.00%$3,41432Q4 2024OLDER
Lido Advisors, LLC$32.7B AUM0.00%$425,4834.0KQ4 2024OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.00%$16,002150Q4 2024OLDER
C M BIDWELL & ASSOCIATES LTD$214M AUM0.00%$3,09429Q4 2024OLDER
BARCLAYS PLC$416.3B AUM0.00%$6,60961.9KQ4 2024OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.00%$223,9212.1KQ4 2024OLDER
CIBC WORLD MARKETS CORP$20.8B AUM0.00%$292,0902.7KQ4 2024OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$291,8762.7KQ4 2024OLDER
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$577,8865.4KQ4 2024OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$284,1642.7KQ4 2024OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$2M15.7KQ4 2024OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$315,6663.0KQ4 2024OLDER
NFSG Corp$608M AUM0.00%$5,33450Q4 2024OLDER
Coppell Advisory Solutions LLC$170M AUM0.00%$9,21987Q4 2024OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$1M12.8KQ4 2024OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$883,9028.3KQ4 2024OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$612,6635.7KQ4 2024OLDER
Cetera Investment Advisers$94.0B AUM0.00%$552,4615.2KQ4 2024OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$6M59.1KQ4 2024OLDER
Vermillion Wealth Management, Inc.$255M AUM0.00%$2,14320Q4 2024OLDER
Key FInancial Inc$562M AUM0.00%$4,80145Q4 2024OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$4M36.0KQ4 2024OLDER
Bell Investment Advisors, Inc$639M AUM0.00%$5,65553Q4 2024OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$3M23.9KQ4 2024OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$929,5038.7KQ4 2024OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$30,937290Q4 2024OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$93,878880Q4 2024OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$359,5503.4KQ2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M32.2KQ4 2024OLDER
Blue Trust, Inc.$8.7B AUM0.00%$58,247546Q4 2024OLDER
LPL Financial LLC$376.6B AUM0.00%$2M15.8KQ4 2024OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$517,2924.8KQ4 2024OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,70716Q4 2024OLDER
Spire Wealth Management$2.9B AUM0.00%$20,827195Q4 2024OLDER
Creative Planning$147.4B AUM0.00%$659,6036.2KQ4 2024OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$13,874130Q4 2024OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$385,9263.6KQ4 2024OLDER
Cerity Partners LLC$70.8B AUM0.00%$274,7362.6KQ4 2024OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$152,7661.4KQ4 2024OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$36,380341Q4 2024OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M13.7KQ4 2024OLDER
Allianz Asset Management GmbH$95.4B AUM0.00%$394,7163.7KQ4 2024OLDER
US BANCORP \DE\$82.4B AUM0.00%$382,1283.6KQ4 2024OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$442,7224.2KQ4 2024OLDER
Riggs Asset Managment Co. Inc.$486M AUM0.00%$1,59015Q4 2024OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2M16.4KQ4 2024OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2732.6KQ4 2024OLDER
Brooklyn Investment Group$3.2B AUM0.00%$1,28112Q4 2024OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$394,7163.7KQ4 2024OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$213,1472.0KQ4 2024OLDER
CWM, LLC$38.1B AUM0.00%$82764Q4 2024OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$10,56199Q4 2024OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$561,8845.3KQ4 2024OLDER
Belvedere Trading LLC$84.4B AUM0.00%$259,6592.4KQ4 2024OLDER
Beacon Capital Management, LLC$567M AUM0.00%$2,13420Q4 2024OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,36169Q4 2024OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$2,13420Q4 2024OLDER
UMB Bank, n.a.$7.2B AUM0.00%$15,362144Q4 2024OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$222,9122.1KQ4 2024OLDER
CVA Family Office, LLC$950M AUM0.00%$1,28012Q4 2024OLDER
Cassady Schiller Wealth Management, LLC$273M AUM0.00%$5335Q4 2024OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.00%$2,66725Q4 2024OLDER
MAI Capital Management$17.7B AUM0.00%$23,903224Q4 2024OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$9,17486Q4 2024OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,13420Q4 2024OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,33648Q1 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$7477Q4 2024OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$189,0371.8KQ4 2024OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$5345Q4 2024OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$3,62734Q4 2024OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$33,071310Q4 2024OLDER
Van Hulzen Asset Management, LLC$1.3B AUM0.00%$1,28112Q4 2024OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$3,30731Q4 2024OLDER
Global Financial Private Client, LLC$306M AUM0.00%$2132Q4 2024OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2,66725Q4 2024OLDER
Abound Wealth Management$440M AUM0.00%$2142Q4 2024OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$2,13420Q4 2024OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$16,642156Q4 2024OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$4274Q4 2024OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$66,199793Q3 2025
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$6,18758Q4 2024OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$18,148172Q4 2024OLDER
PICTON MAHONEY ASSET MANAGEMENT$13.5B AUM0.00%$112Q4 2024OLDER
Larson Financial Group LLC$3.1B AUM0.00%$4274Q4 2024OLDER
TFC Financial Management, Inc.$812M AUM0.00%$1071Q4 2024OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$3,20030Q4 2024OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$4,74944Q4 2024OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,28012Q4 2024OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$4274Q4 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.