Vault-13

CRESCENT ENERGY COMPANY CRGY

CL A COM · Common Stock · CUSIP 44952J104

152 institutional holders +9 vs Q1 2023
26,192,93226.2m shares reported held*
$273.0mreported value*
23 new 53 added 37 reduced 14 sold out net bought ≈ $4.6m (+438.9k 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 ($135.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.42. Options: 6 managers hold calls ($1.2m notional), 5 hold puts ($949.5k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 135Q4 22: 134Q1 23: 143Q2 23: 152152Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022135
Q4 2022134
Q1 2023143
Q2 2023152

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 76 bought or addedQ4 22: 47 cut or sold outQ4 22Q1 23: 75 bought or addedQ1 23: 51 cut or sold outQ1 23Q2 23: 76 bought or addedQ2 23: 51 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20227647
Q1 20237551
Q2 20237651

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 22 calls: $4.3mQ3 22 puts: $1.3mQ3 22P/C 0.31Q4 22 calls: $2.3mQ4 22 puts: $1.3mQ4 22P/C 0.56Q1 23 calls: $1.7mQ1 23 puts: $2.0mQ1 23P/C 1.17Q2 23 calls: $1.2mQ2 23 puts: $949.5kQ2 23P/C 0.76
Numbers
QuarterCallsPutsP/C
Q3 2022$4.3m$1.3m0.31
Q4 2022$2.3m$1.3m0.56
Q1 2023$1.7m$2.0m1.17
Q2 2023$1.2m$949.5k0.76

Biggest buyers

BlackRock Inc. Added +308,715+308.7k
AMERIPRISE FINANCIAL INC Added +280,643+280.6k
Scion Asset Management, LLC New +243,963+244.0k
GW&K Investment Management, LLC New +196,280+196.3k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +148,610+148.6k
STATE STREET CORP Added +111,982+112.0k
HRT FINANCIAL LP New +92,577+92.6k
Cubist Systematic Strategies, LLC Added +83,393+83.4k
DENALI ADVISORS LLC New +67,400+67.4k
DARK FOREST CAPITAL MANAGEMENT LP New +64,886+64.9k

Biggest sellers

KING LUTHER CAPITAL MANAGEMENT CORP Reduced -439,178-439.2k
Aventail Capital Group, LP Reduced -324,195-324.2k
MILLENNIUM MANAGEMENT LLC Sold out -260,374-260.4k
Nuveen Asset Management, LLC Reduced -215,380-215.4k
Pointe Capital Management LLC Reduced -130,784-130.8k
STRS OHIO Sold out -120,300-120.3k
Graham Capital Management, L.P. Reduced -75,634-75.6k
CITADEL ADVISORS LLC Reduced -67,412-67.4k
CoreCommodity Management, LLC Reduced -64,572-64.6k
Disciplined Investments, LLC Sold out -53,482-53.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $601.2k57.7k shares
CITADEL ADVISORS LLC Reduced $461.6k44.3k shares
WOLVERINE TRADING, LLC Reduced $154.8k14.6k shares
SIMPLEX TRADING, LLC Added $28.0k2.7k shares
GROUP ONE TRADING LLC Reduced $2.1k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $417.8k40.1k shares
CITADEL ADVISORS LLC Reduced $349.1k33.5k shares
SIMPLEX TRADING, LLC Reduced $144.0k13.9k shares
GROUP ONE TRADING LLC Added $38.6k3.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Independence Energy Aggregator L.P. 13D · may seek influence +5.8 pts · filed 2026-10-13
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: The information set forth in Items 3 and 6 of this Schedule 13D is incorporated by reference herein. On October 8, 2026, the Issuer announced the pricing of an underwritten, public offering of 80,000,000 shares of Class A Common Stock at a price to the public of $12.50 per share, pursuant to an effective shelf registration statement on Form S-3 filed with the Securities and Exchange Commission on October 8, 2026 (the "Offering"). Pursuant to the underwriting agreement entered into between the Issuer and the underwriters identified therein (the "Underwriters") related to the Offering, the Issuer granted such underwriters a 30-day option to purchase up to an additional 12,000,000 shares of Class A Common Stock, whic… Full filing
16.3% +5.8 pts 68.7m≈ $581.8m 2026-10-13
PT Independence Energy Holdings LLC 13D · may seek influence no change · filed 2025-12-22
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented by adding the following to the end of Item 4: This amendment is being filed in connection with the transfer on December 18, 2025 of 36,813,628 shares of the Issuer's Class A Common Stock by Liberty Mutual Insurance Company to Liberty Mutual Foundation Inc., following the transfer on December 16, 2025 of such shares by PT Independence Energy Holdings LLC through Liberty Energy Holdings, LLC to Liberty Mutual Insurance Company. As a result, PT Independence Energy Holdings LLC no longer owns any shares of Class A Common Stock. The Reporting Persons, other than PT Independence Energy Holdings LLC, may be deemed to beneficially own the shares of Class A Common Stock held by the other Reporting Persons, other than PT Independence E… Full filing
14.5% no change 36.9m≈ $362.3m 2025-12-22
BlackRock, Inc. 13G · institution +1.9 pts · filed 2026-10-27 13.1% +1.9 pts 43.1m≈ $423.6m 2026-10-27
DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-10-08 5.5% new 18.3m≈ $179.8m 2026-10-08
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution filed 2026-05-01 5.3% 17.3m≈ $169.8m 2026-05-01
STATE STREET CORP 13G · institution +1.5 pts · filed 2026-08-07 5.0% +1.5 pts 16.6m≈ $162.5m 2026-08-07
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.0% new 16.4m≈ $161.1m 2026-04-29

Fell to 5% or below in the last year: Liberty Mutual Foundation Inc. (1.3%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2023

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
10010Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 7 buyingQ3 22: 0 sellingQ4 22: 6 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 4 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20227$1.4m0——
Q4 20226$309.9k0——
Q1 20230—0——
Q2 20234$129.5k0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-14 Rockecharlie David C. Officer, director Bought 4,000 $10.14 $40.6k4.0k shares +10%
2023-06-12 Falk Todd Officer Bought 350 $9.97 $3.5k350 shares +14%
2023-06-09 Rockecharlie David C. Officer, director Bought 2,000 $10.28 $20.6k2.0k shares +5%
2023-06-08 Rockecharlie David C. Officer, director Bought 2,000 $10.45 $20.9k2.0k shares +5%
2023-06-08 Kendall Brandi Officer, director Bought 1,153 $10.41 $12.0k1.2k shares +14%
2023-06-07 Shi Bo Officer Bought 3,000 $10.14 $30.4k3.0k shares +16%
2023-06-07 Falk Todd Officer Bought 150 $10.19 $1.5k150 shares +6%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GOFF JOHN C 80.22% of their portfolio FORT WORTH, TX 4,684,5984.7m $48.8m $48.8m 80.22% Unchanged
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,935,8383.9m $41.0m $41.0m 0.00% Reduced -24.1k -24,080
3 BlackRock Inc. 0.00% of their portfolio New York, NY 2,817,6092.8m $29.4m $29.4m 0.00% Added +308.7k +308,715
4 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,353,6721.4m $14.1m $14.1m 0.00% Added +112.0k +111,982
5 KING LUTHER CAPITAL MANAGEMENT CORP 0.06% of their portfolio FORT WORTH, TX 1,241,3541.2m $12.9m $12.9m 0.06% Reduced -439.2k -439,178
6 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio Los Angeles, CA 1,102,5101.1m $11.5m $11.5m 0.04% Added +148.6k +148,610
7 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 776,852776.9k $8.1m $8.1m 0.00% Reduced -6.5k -6,518
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 757,722757.7k $7.9m $7.9m 0.00% Added +21.5k +21,505
9 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 740,359740.4k $7.7m $7.7m 0.01% Added +50.8k +50,824
10 Kohlberg Kravis Roberts & Co. L.P. 0.18% of their portfolio NEW YORK, NY 572,354572.4k $6.0m $6.0m 0.18% Unchanged
11 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 469,162469.2k $4.9m $4.9m 0.00% Added +6.3k +6,311
12 Aventail Capital Group, LP 0.49% of their portfolio NEW YORK, NY 465,141465.1k $4.8m $4.8m 0.49% Reduced -324.2k -324,195
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 428,813428.8k $4.5m $4.5m 0.00% Added +280.6k +280,643
14 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 391,821391.8k $4.1m $4.1m 0.02% Added +5.1k +5,102
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 362,318362.3k $3.8m $3.8m 0.00% Added +3.9k +3,875
16 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 338,844338.8k $3.5m $3.5m 0.01% Added +62.4k +62,376
17 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 333,146333.1k $3.5m $3.5m 0.00% Added +48.3k +48,276
18 Scion Asset Management, LLC 2.28% of their portfolio Saratoga, CA 243,963244.0k $2.5m $2.5m 2.28% New
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 238,487238.5k $2.5m $2.5m 0.00% Added +9.8k +9,844
20 GW&K Investment Management, LLC 0.02% of their portfolio BOSTON, MA 196,280196.3k $2.0m $2.0m 0.02% New
21 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 189,070189.1k $2.0m $2.0m 0.00% Reduced -215.4k -215,380
22 Sunbelt Securities, Inc. 0.25% of their portfolio HOUSTON, TX 166,127166.1k $1.7m $1.7m 0.25% Added +22.3k +22,261
23 Michelson Medical Research Foundation, Inc. 1.16% of their portfolio Los Angeles, CA 156,166156.2k $1.6m $1.6m 1.16% Unchanged
24 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 146,887146.9k $1.5m $1.5m 0.00% Added +23.0k +22,952
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 146,789146.8k $1.5m $1.5m 0.00% Added +26.2k +26,152
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 145,875145.9k $1.5m $1.5m 0.00% Reduced -3.3k -3,299
27 Mraz, Amerine & Associates, Inc. 0.33% of their portfolio Modesto, CA 136,564136.6k $1.4m $1.4m 0.33% Added +24 +24
28 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 136,387136.4k $1.4m $1.4m 0.01% Unchanged
29 MAGNOLIA CAPITAL ADVISORS LLC 0.65% of their portfolio RIDGELAND, MS 124,527124.5k $1.3m $1.3m 0.65% Added +40.7k +40,728
30 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 120,875120.9k $1.3m $1.3m 0.00% Reduced -2.2k -2,214
31 Pointe Capital Management LLC 0.89% of their portfolio GROSSE POINTE FARMS, MI 112,459112.5k $1.2m $1.2m 0.89% Reduced -130.8k -130,784
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 103,626103.6k $1.1m $1.1m 0.00% Reduced -2.2k -2,157
33 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 100,086100.1k $1.0m $1.0m 0.00% Added +24.7k +24,709
34 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 100,000100.0k $1.0m $1.0m 0.02% Unchanged
35 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 97,28997.3k $1.0m $1.0m 0.01% Added +83.4k +83,393
36 Swiss National Bank 0.00% of their portfolio ZURICH, V8 94,58094.6k $985.5k $985.5k 0.00% Added +11.3k +11,300
37 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 92,57792.6k $964.0k $964.0k 0.01% New
38 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 81,00081.0k $844.0k $844.0k 0.01% Unchanged
39 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 80,97781.0k $843.8k $843.8k 0.00% Added +51.3k +51,283
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 76,74776.7k $799.7k $799.7k 0.00% Reduced -1.1k -1,097
41 DENALI ADVISORS LLC 0.25% of their portfolio SAN DIEGO, CA 67,40067.4k $702.3k $702.3k 0.25% New
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 65,60065.6k $684.0k $684.0k 0.00% Unchanged
43 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 64,93664.9k $676.6k $676.6k 0.00% Added +10.4k +10,373
44 DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio NEW YORK, NY 64,88664.9k $676.1k $676.1k 0.07% New
45 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 62,91262.9k $655.5k $655.5k 0.01% New
46 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 62,16562.2k $647.8k $647.8k 0.00% Reduced -309 -309
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 55,85455.9k $582.0k $582.0k 0.00% Added +5.1k +5,080
48 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% of their portfolio FORT WORTH, TX 54,84054.8k $571.4k $571.4k 0.11% Reduced -85 -85
49 Corton Capital Inc. 0.26% of their portfolio Carrying Place, A6 54,01054.0k $562.8k $562.8k 0.26% Reduced -26.2k -26,235
50 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 53,58053.6k $606.0k $606.0k 0.00% Unchanged
51 Welch Group, LLC 0.03% of their portfolio BIRMINGHAM, AL 53,27253.3k $555.1k $555.1k 0.03% Unchanged
52 CFM WEALTH PARTNERS LLC 0.13% of their portfolio AUSTIN, TX 52,59452.6k $548.0k $548.0k 0.13% Unchanged
53 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 50,94950.9k $530.9k $530.9k 0.00% Added +2.5k +2,454
54 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 50,72550.7k $528.6k $528.6k 0.02% Reduced -75.6k -75,634
55 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 48,93048.9k $509.9k $509.9k 0.00% Added +11.3k +11,350
56 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 47,29747.3k $492.8k $492.8k 0.01% Reduced -14.6k -14,639
57 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 45,92345.9k $478.5k $478.5k 0.00% Reduced -67.4k -67,412
58 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 45,43745.4k $473.3k $473.3k 0.00% Added +23.5k +23,531
59 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 43,46543.5k $452.9k $452.9k 0.00% Added +8.2k +8,200
60 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 43,13943.1k $449.5k $449.5k 0.00% Added +8.3k +8,313
61 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 42,35942.4k $441.4k $441.4k 0.00% Reduced -22.1k -22,078
62 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.04% of their portfolio DALLAS, TX 41,39541.4k $431.3k $431.3k 0.04% Unchanged
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 40,73540.7k $424.5k $424.5k 0.00% Reduced -3.4k -3,414
64 Dynamic Technology Lab Private Ltd 0.05% of their portfolio SINGAPORE, U0 40,16740.2k $419.0k $419.0k 0.05% New
65 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 38,68538.7k $403.1k $403.1k 0.00% Added +20.4k +20,366
66 Petrus Trust Company, LTA 0.04% of their portfolio Dallas, TX 36,53736.5k $380.7k $380.7k 0.04% Added +18.1k +18,069
67 New York Life Investment Management LLC 0.00% of their portfolio New York, NY 36,44036.4k $379.7k $379.7k 0.00% Reduced -6.5k -6,546
68 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 36,24936.2k $377.7k $377.7k 0.00% Added +8.1k +8,082
69 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 36,18536.2k $377.0k $377.0k 0.00% Added +23.7k +23,700
70 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 36,10936.1k $376.3k $376.3k 0.01% New
71 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 35,67135.7k $371.7k $371.7k 0.00% Reduced -1.1k -1,104
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 35,53735.5k $370.3k $370.3k 0.00% Added +13.0k +12,981
73 CoreCommodity Management, LLC 0.10% of their portfolio STAMFORD, CT 31,51831.5k $328.4k $328.4k 0.10% Reduced -64.6k -64,572
74 Ten Capital Wealth Advisors, LLC 0.09% of their portfolio SPOKANE, WA 31,35031.4k $326.0k $326.0k 0.09% New
75 Legal & General Group Plc 0.00% of their portfolio London, X0 30,59530.6k $318.8k $318.8k 0.00% Added +15.1k +15,065
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,18830.2k $314.6k $314.6k 0.00% Reduced -1.1k -1,106
77 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 28,36228.4k $295.5k $295.5k 0.00% Added +6.3k +6,339
78 Delphia (USA) Inc. 0.46% of their portfolio Toronto, A6 27,84627.8k $290.2k $290.2k 0.46% Reduced -37.2k -37,187
79 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 27,13027.1k $282.7k $282.7k 0.02% Reduced -2.0k -1,973
80 EMFO, LLC 0.24% of their portfolio WESTON, FL 25,75025.8k $268.3k $268.3k 0.24% Unchanged
81 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 25,56125.6k $266.3k $266.3k 0.05% New
82 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 24,65524.7k $256.0k $256.0k 0.00% New
83 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 24,62324.6k $256.6k $256.6k 0.00% New
84 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 21,90021.9k $228.2k $228.2k 0.00% Added +2.1k +2,126
85 SALEM INVESTMENT COUNSELORS INC 0.01% of their portfolio WINSTON-SALEM, NC 20,00020.0k $208.4k $208.4k 0.01% Unchanged
86 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 20,00020.0k $208.4k $208.4k 0.00% Unchanged
87 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 19,27719.3k $201.0k $201.0k 0.00% Added +642 +642
88 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 19,00019.0k $198.0k $198.0k 0.01% Reduced -19.0k -19,000
89 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,48718.5k $192.6k $192.6k 0.00% First filing
90 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 18,42618.4k $192.0k $192.0k 0.00% New
91 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 18,41318.4k $191.9k $191.9k 0.00% Reduced -491 -491
92 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 17,37817.4k $181.1k $181.1k 0.00% Unchanged
93 NICOLET ADVISORY SERVICES, LLC 0.02% of their portfolio GREEN BAY, WI 16,92016.9k $169.9k $169.9k 0.02% Unchanged
94 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 16,36316.4k $170.5k $170.5k 0.00% Added +3.2k +3,191
95 RiverGlades Family Offices LLC 0.15% of their portfolio NAPLES, FL 16,20016.2k $168.8k $168.8k 0.15% Unchanged
96 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 16,08416.1k $167.6k $167.6k 0.00% New
97 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 15,85915.9k $165.3k $165.3k 0.00% Added +1.6k +1,594
98 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,60315.6k $162.6k $162.6k 0.00% Reduced -1.2k -1,152
99 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 15,17115.2k $158.1k $158.1k 0.00% Added +383 +383
100 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,15415.2k $158.0k $158.0k 0.00% New