Vault-13

ENERGY TRANSFER L P ET

COM UT LTD PTN · MLP · CUSIP 29273V100 · ISIN US29273V1008

1,207 institutional holders +106 vs Q3 2024
1,159,358,3241.2bn shares reported held*
$22.7bnreported value*
92 new 482 added 281 reduced 57 sold out net sold ≈ $80.5m (-9.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.57. Options: 30 managers hold calls ($743.8m notional), 26 hold puts ($480.9m).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 853Q4 22: 914Q1 23: 932Q2 23: 955Q3 23: 965Q4 23: 1,056Q1 24: 1,059Q2 24: 1,081Q3 24: 1,101Q4 24: 1,2071,207Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022853
Q4 2022914
Q1 2023932
Q2 2023955
Q3 2023965
Q4 20231,056
Q1 20241,059
Q2 20241,081
Q3 20241,101
Q4 20241,207

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ1 23: 459 bought or addedQ1 23: 292 cut or sold outQ2 23: 448 bought or addedQ2 23: 297 cut or sold outQ2 23Q3 23: 483 bought or addedQ3 23: 283 cut or sold outQ4 23: 574 bought or addedQ4 23: 251 cut or sold outQ4 23Q1 24: 521 bought or addedQ1 24: 327 cut or sold outQ2 24: 525 bought or addedQ2 24: 311 cut or sold outQ2 24Q3 24: 569 bought or addedQ3 24: 311 cut or sold outQ4 24: 574 bought or addedQ4 24: 338 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023459292
Q2 2023448297
Q3 2023483283
Q4 2023574251
Q1 2024521327
Q2 2024525311
Q3 2024569311
Q4 2024574338

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250m$500m$750m$1bnQ1 24 calls: $917.3mQ1 24 puts: $426.8mQ1 24P/C 0.47Q2 24 calls: $672.8mQ2 24 puts: $392.6mQ2 24P/C 0.58Q3 24 calls: $668.5mQ3 24 puts: $438.8mQ3 24P/C 0.66Q4 24 calls: $743.8mQ4 24 puts: $480.9mQ4 24P/C 0.65
Numbers
QuarterCallsPutsP/C
Q1 2024$917.3m$426.8m0.47
Q2 2024$672.8m$392.6m0.58
Q3 2024$668.5m$438.8m0.66
Q4 2024$743.8m$480.9m0.65

Biggest buyers

MORGAN STANLEY Added +32,439,937+32.4m
GOLDMAN SACHS GROUP INC Added +20,741,678+20.7m
Brookfield Corp /ON/ Added +14,360,848+14.4m
BANK OF MONTREAL /CAN/ Added +12,353,441+12.4m
UBS Group AG Added +5,554,460+5.6m
FMR LLC Added +5,254,721+5.3m
BNP PARIBAS FINANCIAL MARKETS Added +4,538,285+4.5m
Zurich Insurance Group Ltd/FI New +4,038,442+4.0m
HSBC HOLDINGS PLC New +2,563,415+2.6m
WESTWOOD HOLDINGS GROUP INC Added +2,512,060+2.5m

Biggest sellers

Blackstone Inc. Reduced -77,286,910-77.3m
BANK OF AMERICA CORP /DE/ Reduced -14,122,661-14.1m
JPMORGAN CHASE & CO Reduced -9,374,305-9.4m
BARCLAYS PLC Reduced -5,852,280-5.9m
CITADEL ADVISORS LLC Reduced -5,270,752-5.3m
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Reduced -3,915,237-3.9m
ALPS ADVISORS INC Reduced -3,396,806-3.4m
HRT FINANCIAL LP Reduced -2,668,666-2.7m
Invesco Ltd. Reduced -2,179,069-2.2m
JENNISON ASSOCIATES LLC Reduced -1,985,249-2.0m

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $230.8m11.8m shares
GROUP ONE TRADING LLC Added $95.6m4.9m shares
CITADEL ADVISORS LLC Added $71.3m3.6m shares
SIMPLEX TRADING, LLC Added $65.7m3.4m shares
Nishkama Capital, LLC New $53.8m2.7m shares
JANE STREET GROUP, LLC Added $48.6m2.5m shares
PEAK6 LLC First filing $40.2m2.1m shares
WOLVERINE TRADING, LLC Added $25.8m1.3m shares
IMC-Chicago, LLC Added $21.5m1.1m shares
Long Focus Capital Management, LLC Reduced $16.1m822.8k shares

Biggest puts

JPMORGAN CHASE & CO Reduced $144.4m7.4m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $90.7m4.6m shares
CITADEL ADVISORS LLC Added $58.0m3.0m shares
JANE STREET GROUP, LLC Added $28.1m1.4m shares
SIMPLEX TRADING, LLC Added $23.6m1.2m shares
Troluce Capital Advisors LLC Unchanged $19.6m1.0m shares
GROUP ONE TRADING LLC Added $18.1m923.1k shares
GENERAL AMERICAN INVESTORS CO INC New $18.0m1.0m shares
NATIONAL BANK OF CANADA /FI/ New $15.2m7.7k shares
IMC-Chicago, LLC Reduced $11.1m564.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q1 23: 1 buyingQ1 23: 0 sellingQ2 23: 2 buyingQ2 23: 0 sellingQ2 23Q3 23: 3 buyingQ3 23: 0 sellingQ4 23: 5 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 3 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20231$39.1m0——
Q2 20232$37.9m0——
Q3 20233$40.4m0——
Q4 20235$28.2m0——
Q1 20240—0——
Q2 20240—0——
Q3 20243$47.7m0——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.13% of their portfolio NEW YORK, NY 92,644,71492.6m $1.8bn $1.8bn 0.13% Added +32.4m +32,439,937
2 GOLDMAN SACHS GROUP INC 0.34% of their portfolio NEW YORK, NY 91,666,72091.7m $1.8bn $1.8bn 0.34% Added +20.7m +20,741,678
3 ALPS ADVISORS INC 8.25% of their portfolio Denver, CO 66,740,34966.7m $1.3bn $1.3bn 8.25% Reduced -3.4m -3,396,806
4 Invesco Ltd. 0.20% of their portfolio ATLANTA, GA 56,113,96656.1m $1.1bn $1.1bn 0.20% Reduced -2.2m -2,179,069
5 Blackstone Inc. 4.98% of their portfolio NEW YORK, NY 53,721,73653.7m $1.1bn $1.1bn 4.98% Reduced -77.3m -77,286,910
6 JPMORGAN CHASE & CO 0.08% of their portfolio NEW YORK, NY 49,050,19349.1m $960.9m $960.9m 0.08% Reduced -9.4m -9,374,305
7 FMR LLC 0.05% of their portfolio BOSTON, MA 38,634,01838.6m $756.8m $756.8m 0.05% Added +5.3m +5,254,721
8 UBS Group AG 0.17% of their portfolio ZURICH, V8 38,556,87838.6m $755.3m $755.3m 0.17% Added +5.6m +5,554,460
9 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 37,937,26237.9m $743.2m $743.2m 0.07% Reduced -14.1m -14,122,661
10 TORTOISE CAPITAL ADVISORS, L.L.C. 9.34% of their portfolio OVERLAND PARK, KS 37,253,83937.3m $729.8m $729.8m 9.34% Reduced -88.4k -88,361
11 Brookfield Corp /ON/ 1.64% of their portfolio TORONTO, A6 27,500,77227.5m $538.7m $538.7m 1.64% Added +14.4m +14,360,848
12 KAYNE ANDERSON CAPITAL ADVISORS LP 11.08% of their portfolio LOS ANGELES, CA 23,987,75024.0m $469.9m $469.9m 11.08% Added +1.7m +1,723,683
13 First Reserve GP XIII Ltd 100.00% of their portfolio Stamford, CT 23,340,38023.3m $457.2m $457.2m 100.00% Unchanged
14 Energy Income Partners, LLC 8.31% of their portfolio Westport, CT 20,648,66520.6m $404.5m $404.5m 8.31% Added +528.3k +528,289
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.82% of their portfolio CAUSEWAY BAY, K3 19,776,22119.8m $387.4m $387.4m 0.82% Added +1.1m +1,093,381
16 ABRAMS CAPITAL MANAGEMENT, L.P. 5.62% of their portfolio Boston, MA 17,834,32217.8m $349.4m $349.4m 5.62% Unchanged
17 WESTWOOD HOLDINGS GROUP INC 2.46% of their portfolio DALLAS, TX 16,331,22016.3m $319.9m $319.9m 2.46% Added +2.5m +2,512,060
18 Clearbridge Investments, LLC 0.26% of their portfolio NEW YORK, NY 16,165,26316.2m $316.7m $316.7m 0.26% Reduced -478.5k -478,496
19 BNP PARIBAS FINANCIAL MARKETS 0.24% of their portfolio PARIS, I0 16,101,76316.1m $315.4m $315.4m 0.24% Added +4.5m +4,538,285
20 NEUBERGER BERMAN GROUP LLC 0.25% of their portfolio NEW YORK, NY 15,992,65916.0m $313.3m $313.3m 0.25% Reduced -360.3k -360,299
21 CHICKASAW CAPITAL MANAGEMENT LLC 12.47% of their portfolio MEMPHIS, TN 15,738,59415.7m $308.3m $308.3m 12.47% Added +388.1k +388,073
22 NATIXIS 1.94% of their portfolio PARIS, I0 14,619,12414.6m $286.4m $286.4m 1.94% Added +962.8k +962,800
23 CIBC Private Wealth Group LLC 0.48% of their portfolio ATLANTA, GA 13,518,33413.5m $266.7m $266.7m 0.48% Added +20.1k +20,096
24 COOPERMAN LEON G 9.39% of their portfolio BOCA RATON, FL 12,660,00012.7m $248.0m $248.0m 9.39% Unchanged
25 BANK OF MONTREAL /CAN/ 0.12% of their portfolio TORONTO, A6 12,455,61312.5m $244.0m $244.0m 0.12% Added +12.4m +12,353,441
26 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 11,662,58111.7m $228.5m $228.5m 0.05% Added +1.1m +1,058,603
27 CITIGROUP INC 0.19% of their portfolio NEW YORK, NY 10,172,22410.2m $199.3m $199.3m 0.19% Added +590.5k +590,462
28 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 9.87% of their portfolio DALLAS, TX 7,586,5987.6m $148.6m $148.6m 9.87% Added +293.1k +293,088
29 BERKLEY W R CORP 7.02% of their portfolio Greenwich, CT 6,334,4946.3m $124.1m $124.1m 7.02% Unchanged
30 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 6,088,6036.1m $119.3m $119.3m 0.04% First filing
31 EAGLE GLOBAL ADVISORS LLC 4.65% of their portfolio Houston, TX 5,793,0075.8m $113.5m $113.5m 4.65% Added +184.6k +184,626
32 STIFEL FINANCIAL CORP 0.11% of their portfolio ST. LOUIS, MO 5,616,6005.6m $110.0m $110.0m 0.11% Added +89.4k +89,377
33 MILLER HOWARD INVESTMENTS INC /NY 3.60% of their portfolio KINGSTON, NY 5,583,8715.6m $109.4m $109.4m 3.60% Reduced -611.4k -611,374
34 Stephens Group, LLC 54.55% of their portfolio LITTLE ROCK, AR 5,574,3355.6m $109.2m $109.2m 54.55% Unchanged
35 Garrett Wealth Advisory Group, LLC 24.42% of their portfolio WEATHERFORD, TX 5,479,8185.5m $107.3m $107.3m 24.42% Added +615 +615
36 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 5,118,8805.1m $100.3m $100.3m 0.04% Added +392.5k +392,492
37 Patient Capital Management, LLC 4.60% of their portfolio BALTIMORE, MD 5,091,8825.1m $99.7m $99.7m 4.60% Reduced -204.9k -204,948
38 Fractal Investments LLC 15.02% of their portfolio Glastonbury, CT 5,009,5435.0m $98.1m $98.1m 15.02% Unchanged
39 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 4,998,5385.0m $97.9m $97.9m 0.02% Reduced -358.5k -358,501
40 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.17% of their portfolio CHICAGO, IL 4,994,2745.0m $97.8m $97.8m 1.17% Added +45.9k +45,862
41 APPALOOSA LP 1.49% of their portfolio Short Hills, NJ 4,914,7354.9m $96.3m $96.3m 1.49% Reduced -1.9m -1,913,265
42 Allianz Asset Management GmbH 0.14% of their portfolio MUNICH, 2M 4,883,4144.9m $95.7m $95.7m 0.14% Added +11.8k +11,800
43 Recurrent Investment Advisors LLC 8.49% of their portfolio HOUSTON, TX 4,720,8354.7m $92.5m $92.5m 8.49% Added +139.6k +139,588
44 Zurich Insurance Group Ltd/FI 0.65% of their portfolio ZURICH, V8 4,038,4424.0m $79.1m $79.1m 0.65% New
45 Amundi 0.03% of their portfolio Paris, I0 3,859,1883.9m $76.1m $76.1m 0.03% Unchanged
46 Pinnacle Wealth Planning Services, Inc. 11.28% of their portfolio MANSFIELD, OH 3,832,2573.8m $75.1m $75.1m 11.28% Reduced -448.7k -448,738
47 Rockefeller Capital Management L.P. 0.19% of their portfolio NEW YORK, NY 3,702,3803.7m $72.5m $72.5m 0.19% Added +204.8k +204,779
48 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 3,664,8143.7m $71.8m $71.8m 0.10% Added +22.2k +22,194
49 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 3,413,3473.4m $66.9m $66.9m 0.03% Reduced -5.9m -5,852,280
50 Long Focus Capital Management, LLC 5.01% of their portfolio SAN JUAN, PR 3,342,4003.3m $65.5m $65.5m 5.01% Unchanged
51 Chicago Partners Investment Group LLC 2.16% of their portfolio CHICAGO, IL 3,287,1453.3m $64.9m $64.9m 2.16% Added +66.9k +66,856
52 INFRASTRUCTURE CAPITAL ADVISORS, LLC 8.48% of their portfolio New York, NY 3,233,9203.2m $63.4m $63.4m 8.48% Reduced -217.8k -217,831
53 COHEN & STEERS, INC. 0.11% of their portfolio NEW YORK, NY 3,060,3403.1m $60.0m $60.0m 0.11% Added +81.4k +81,369
54 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 3,046,3433.0m $59.7m $59.7m 0.13% Added +332.5k +332,542
55 RR Advisors, LLC 14.66% of their portfolio DALLAS, TX 2,912,0002.9m $57.1m $57.1m 14.66% Added +171.0k +171,000
56 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 14.37% of their portfolio BOSTON, MA 2,852,1182.9m $55.9m $55.9m 14.37% Reduced -104.8k -104,766
57 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 2,830,8612.8m $55.5m $55.5m 0.02% Added +1.1m +1,093,585
58 BEACH INVESTMENT COUNSEL INC/PA 7.28% of their portfolio WEST CONSHOHOCKEN, PA 2,750,9522.8m $53.9m $53.9m 7.28% Reduced -116.5k -116,513
59 Merewether Investment Management, LP 2.05% of their portfolio DALLAS, TX 2,618,2122.6m $51.3m $51.3m 2.05% Added +700.0k +700,000
60 NOMURA HOLDINGS INC 0.27% of their portfolio TOKYO, M0 2,600,0002.6m $50.9m $50.9m 0.27% Reduced -5.9k -5,855
61 HSBC HOLDINGS PLC 0.03% of their portfolio LONDON, X0 2,563,4152.6m $50.2m $50.2m 0.03% New
62 Maryland State Retirement & Pension System 1.07% of their portfolio BALTIMORE, MD 2,541,8552.5m $49.8m $49.8m 1.07% Reduced -58.6k -58,646
63 Philosophy Capital Management LLC 6.66% of their portfolio Alamo, CA 2,519,6492.5m $49.4m $49.4m 6.66% Reduced -239.4k -239,436
64 TORONTO DOMINION BANK 0.09% of their portfolio TORONTO, ONTARIO, A6 2,472,0002.5m $48.4m $48.4m 0.09% New
65 JENNISON ASSOCIATES LLC 0.03% of their portfolio NEW YORK, NY 2,424,4542.4m $47.5m $47.5m 0.03% Reduced -2.0m -1,985,249
66 Progeny 3, Inc. 3.59% of their portfolio KIRKLAND, WA 2,307,7852.3m $45.2m $45.2m 3.59% Added +43.7k +43,700
67 WALNUT PRIVATE EQUITY PARTNERS, LLC 20.67% of their portfolio OMAHA, NE 1,985,0002.0m $38.9m $38.9m 20.67% Added +37.5k +37,500
68 Catalyst Capital Advisors LLC 0.82% of their portfolio San Juan, PR 1,953,3552.0m $38.3m $38.3m 0.82% Added +119.3k +119,319
69 Americana Partners, LLC 1.45% of their portfolio Houston, TX 1,816,5671.8m $35.6m $35.6m 1.45% Added +10.8k +10,751
70 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 1,775,4791.8m $34.8m $34.8m 0.12% Added +359.3k +359,337
71 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 1,678,5331.7m $10.7m $10.7m 0.02% Added +9.2k +9,192
72 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 1,655,1551.7m $32.4m $32.4m 0.01% Reduced -32.4k -32,360
73 FFG Partners, LLC 11.33% of their portfolio Fort Lauderdale, FL 1,650,5741.7m $32.3m $32.3m 11.33% Added +13.9k +13,948
74 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 1,633,3961.6m $32.0m $32.0m 0.05% Added +131.1k +131,056
75 Mariner, LLC 0.05% of their portfolio Overland Park, KS 1,609,5011.6m $31.5m $31.5m 0.05% Reduced -59.1k -59,150
76 Delphi Financial Group, Inc. 14.74% of their portfolio Wilmington, DE 1,421,9451.4m $27.9m $27.9m 14.74% Unchanged
77 Adams Asset Advisors, LLC 3.57% of their portfolio DALLAS, TX 1,420,6991.4m $27.8m $27.8m 3.57% Unchanged
78 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,396,8371.4m $27.4m $27.4m 0.06% Added +69.6k +69,643
79 EXCHANGE TRADED CONCEPTS, LLC 0.55% of their portfolio Oklahoma City, OK 1,388,2261.4m $27.2m $27.2m 0.55% Reduced -96.2k -96,191
80 PAYDEN & RYGEL 2.25% of their portfolio LOS ANGELES, CA 1,332,4901.3m $26.1m $26.1m 2.25% Unchanged
81 MONETA GROUP INVESTMENT ADVISORS LLC 0.36% of their portfolio ST LOUIS, MO 1,311,0451.3m $25.7m $25.7m 0.36% Added +20.2k +20,151
82 Beacon Pointe Advisors, LLC 0.28% of their portfolio NEWPORT BEACH, CA 1,307,1901.3m $25.6m $25.6m 0.28% Added +185.3k +185,345
83 LONESTAR CAPITAL MANAGEMENT LLC 21.31% of their portfolio San Francisco, CA 1,300,0001.3m $25.5m $25.5m 21.31% Reduced -100.0k -100,000
84 Aptus Capital Advisors, LLC 0.30% of their portfolio FAIRHOPE, AL 1,276,1271.3m $25.0m $25.0m 0.30% Added +157.7k +157,669
85 GABELLI FUNDS LLC 0.18% of their portfolio Rye, NY 1,249,4921.2m $24.5m $24.5m 0.18% Reduced -14.8k -14,797
86 Kamunting Street Capital Management, L.P. 20.88% of their portfolio MIAMI BEACH, FL 1,232,8011.2m $24.2m $24.2m 20.88% Reduced -104.1k -104,146
87 STEPHENS INC /AR/ 0.33% of their portfolio LITTLE ROCK, AR 1,201,2881.2m $23.5m $23.5m 0.33% Added +48.7k +48,736
88 NEXPOINT ASSET MANAGEMENT, L.P. 2.73% of their portfolio Dallas, TX 1,197,5121.2m $23.5m $23.5m 2.73% Reduced -2.4k -2,350
89 Texas Yale Capital Corp. 0.94% of their portfolio ST. PETERSBURG, FL 1,193,8711.2m $23.4m $23.4m 0.94% Added +6.2k +6,175
90 SIMPLEX TRADING, LLC 0.65% of their portfolio CHICAGO, IL 1,178,6691.2m $23.1m $23.1m 0.65% Added +618.0k +617,987
91 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.36% of their portfolio BALA CYNWYD, PA 1,087,9771.1m $21.3m $21.3m 0.36% First filing
92 Sanctuary Advisors, LLC 0.14% of their portfolio INDIANAPOLIS, IN 1,063,0851.1m $22.4m $22.4m 0.14% Added +177.1k +177,126
93 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 1,030,6481.0m $20.2m $20.2m 0.11% Added +933.7k +933,715
94 GENERAL AMERICAN INVESTORS CO INC 1.43% of their portfolio NEW YORK, NY 1,020,0301.0m $20.0m $20.0m 1.43% Unchanged
95 U.S. Capital Wealth Advisors, LLC 0.61% of their portfolio AUSTIN, TX 1,006,7891.0m $19.7m $19.7m 0.61% Added +14.9k +14,941
96 RBF Capital, LLC 1.02% of their portfolio RENO, NV 1,000,0001.0m $19.6m $19.6m 1.02% Unchanged
97 OPPENHEIMER & CO INC 0.29% of their portfolio NEW YORK, NY 999,694999.7k $19.6m $19.6m 0.29% Added +38.7k +38,664
98 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 999,280999.3k $19.6m $19.6m 0.03% Added +820.9k +820,919
99 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 970,295970.3k $19.0m $19.0m 0.02% Added +174.2k +174,196
100 EVERGREEN CAPITAL MANAGEMENT LLC 0.61% of their portfolio Bellevue, WA 961,587961.6k $18.8m $18.8m 0.61% Reduced -519 -519