AssurantAIZ
13F holders, Q4 2024 (December 31)565holders +42
67new positions
50sold out
7famous investors
$213.16avg. 13F price*
At the end of Q4 2024, 565 institutions reported holding Assurant Inc. (AIZ) in their 13F filings, up 42 from Q3 2024. 67 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($1.4B), T. Rowe Price Investment Management, Inc. ($1.1B) and BlackRock, Inc. ($1.0B). 7 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Assurant Inc.
- Sector
- Finance
- CUSIP
- 04621X108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $97.2M |
| Exits | 50 | $84.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,007,650 shares bought and 3,205,648 shares sold, net −197,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.5% | 6,736,009 | $1.4B |
| T. Rowe Price Investment Management, Inc. | 0.66% | Reduce -1.5% | 5,039,199 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -6.2% | 4,774,449 | $1.0B |
| Bank of New York Mellon Corp | 0.13% | Add +36.7% | 3,320,590 | $708.0M |
| State Street Corp. | 0.02% | Reduce -1.3% | 2,340,777 | $499.1M |
| Geode Capital Management, LLC | 0.02% | Add +0.8% | 1,399,725 | $299.7M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -14.6% | 1,197,150 | $255.3M |
| Invesco Ltd. | 0.05% | Reduce -0.7% | 1,155,737 | $246.4M |
| FMR LLC | 0.01% | Reduce -5.3% | 1,101,573 | $234.9M |
| AQR Capital Management | 0.27% | Reduce -8.5% | 986,513 | $210.0M |
| Northern Trust Corp. | 0.03% | Add +23.1% | 831,864 | $177.4M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -8.5% | 817,264 | $174.3M |
| Lyrical Asset Management LP | 2.30% | Reduce -0.2% | 728,810 | $155.4M |
| Morgan Stanley | 0.01% | Reduce -1.3% | 721,063 | $153.7M |
| Norges Bank | 0.02% | Reduce -1.9% | 672,898 | $143.5M |
| Nordea Investment Management AB | 0.15% | Reduce -16.9% | 662,672 | $141.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -4.0% | 660,153 | $140.8M |
| Clark Capital Management Group, Inc. | 0.91% | Add +1.2% | 607,458 | $129.5M |
| Schroder Investment Management Group | 0.12% | Reduce -13.8% | 571,053 | $121.8M |
| Deutsche Bank AG | 0.05% | Add +25.9% | 550,782 | $117.4M |
| TD Asset Management Inc | 0.09% | Reduce -7.0% | 499,818 | $106.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.3% | 447,968 | $95.5M |
| Macquarie Group Ltd. | 0.11% | Reduce -2.5% | 427,044 | $90.5M |
| First Manhattan Co. Llc. | 0.25% | Add +3.9% | 394,044 | $84.0M |
| Wellington Management Group LLP | 0.01% | Reduce -8.2% | 378,944 | $80.8M |
| Millennium Management | 0.07% | Add +1499.1% | 344,128 | $73.4M |
| Federated Hermes, Inc. | 0.15% | Reduce -4.5% | 330,619 | $70.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -16.6% | 330,348 | $70.4M |
| Prudential Financial Inc. | 0.09% | Reduce -14.2% | 304,413 | $64.9M |
| Amundi | 0.02% | Add +45.0% | 281,199 | $57.8M |
| First Trust Advisors LP | 0.05% | Reduce -15.1% | 263,762 | $56.2M |
| Gillson Capital LP | 4.99% | Reduce -12.4% | 259,623 | $55.4M |
| California Public Employees Retirement System | 0.04% | Reduce -1.3% | 258,962 | $55.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.5% | 243,211 | $51.9M |
| Bank of America Corp. | 0.00% | Reduce -16.7% | 239,880 | $51.1M |
| Qube Research & Technologies Ltd | 0.07% | Add +61.1% | 214,278 | $45.7M |
| FIL Ltd | 0.04% | Add +42.4% | 213,550 | $45.5M |
| Marshall Wace, LLP | 0.05% | Add +1.8% | 182,167 | $38.8M |
| UBS Group AG | 0.01% | Add +24.4% | 174,721 | $37.3M |
| Legal & General Group Plc | 0.01% | Add +3.2% | 172,772 | $36.8M |
| Fuller & Thaler Asset Management, Inc. | 0.13% | New | 161,172 | $34.4M |
| Barclays PLC | 0.02% | Reduce -16.6% | 160,396 | $34.2M |
| Woodline Partners LP | 0.23% | Reduce -31.5% | 157,140 | $33.5M |
| Robeco Institutional Asset Management B.V. | 0.06% | Reduce -15.9% | 152,935 | $32.6M |
| Mountain Pacific Investment Advisers LLC | 2.25% | Reduce -0.1% | 150,325 | $32.1M |
| Globeflex Capital L P | 2.67% | Reduce -3.1% | 147,688 | $31.5M |
| Swiss National Bank | 0.02% | Reduce -4.9% | 146,300 | $31.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Reduce -9.4% | 144,814 | $30.9M |
| GW&K Investment Management, LLC | 0.26% | Add +378802.6% | 143,983 | $30.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.8% | 143,653 | $30.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -16.7% | 137,975 | $29.4M |
| BNP Paribas Financial Markets | 0.02% | Add +57.7% | 137,712 | $29.4M |
| Man Group plc | 0.09% | Reduce -7.3% | 133,000 | $28.4M |
| Susquehanna International Group, LLP | 0.04% | Add +665.4% | 130,771 | $27.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -6.0% | 129,217 | $27.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.4% | 122,637 | $26.1M |
| Victory Capital Management Inc. | 0.03% | Reduce -1.5% | 122,293 | $26.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -12.1% | 115,217 | $24.6M |
| Teacher Retirement System of Texas | 0.09% | Add +19.9% | 112,188 | $23.9M |
| Rhumbline Advisers | 0.02% | Reduce -2.1% | 108,182 | $23.1M |
| HSBC Holdings PLC | 0.01% | Reduce -6.1% | 107,431 | $22.9M |
| Calamos Advisors LLC | 0.15% | Add +0.3% | 107,044 | $22.8M |
| Valley Wealth Managers, Inc. | 1.56% | Reduce -1.9% | 98,116 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.5% | 97,413 | $20.8M |
| Royal Bank of Canada | 0.00% | Add +9.1% | 95,245 | $20.3M |
| Allianz Asset Management GmbH | 0.03% | Reduce -27.9% | 89,921 | $19.2M |
| American Century Companies Inc. | 0.01% | Add +173.4% | 84,655 | $18.1M |
| Oberweis Asset Management Inc./ | 0.81% | Add +18.4% | 81,000 | $17.3M |
| California State Teachers Retirement System | 0.02% | Reduce -3.5% | 78,523 | $16.7M |
| Guggenheim Capital LLC | 0.14% | Add +14.3% | 77,684 | $16.6M |
| Citigroup Inc. | 0.02% | Add +49.1% | 76,582 | $16.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -0.9% | 76,699 | $16.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.0% | 70,811 | $15.1M |
| Zacks Investment Management | 0.13% | Reduce -1.8% | 66,381 | $14.2M |
| Credit Agricole S A | 0.05% | Reduce -14.4% | 64,711 | $13.8M |
| Thornburg Investment Management Inc. | 0.18% | Reduce -0.0% | 64,231 | $13.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | — | 63,324 | $13.5M |
| Kennedy Capital Management LLC | 0.29% | Reduce -16.4% | 62,088 | $13.2M |
| Balyasny Asset Management L.P. | 0.03% | New | 61,300 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.8% | 57,562 | $12.3M |
| Jane Street Group, LLC | 0.02% | Add +91.8% | 57,055 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Add +37.1% | 56,841 | $12.1M |
| Voya Investment Management LLC | 0.01% | Reduce -2.9% | 56,357 | $12.0M |
| Hennessy Advisors Inc. | 0.34% | Add +6.9% | 54,000 | $11.5M |
| Dividend Assets Capital, LLC | 2.21% | Add +0.7% | 53,472 | $11.4M |
| State of Tennessee, Department of Treasury | 0.04% | Add +126.4% | 52,485 | $11.2M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.4% | 52,003 | $11.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -43.2% | 51,253 | $10.9M |
| Aviva PLC | 0.03% | Reduce -29.2% | 50,031 | $10.7M |
| Gotham Asset Management | 0.10% | Add +3.7% | 49,643 | $10.6M |
| Pictet Asset Management Holding SA | 0.01% | Add +7.0% | 48,516 | $10.3M |
| Intech Investment Management LLC | 0.09% | Reduce -41.0% | 43,622 | $9.3M |
| Brown Advisory Inc. | 0.01% | Reduce -23.1% | 42,156 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -1.7% | 42,006 | $9.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Add +122.6% | 41,940 | $8.9M |
| Korea Investment CORP | 0.02% | Reduce -10.6% | 41,419 | $8.8M |
| Bank of Montreal | 0.00% | Reduce -12.1% | 41,348 | $8.8M |
| Renaissance Technologies | 0.01% | New | 41,100 | $8.8M |
| HRT Financial LP | 0.04% | New | 40,728 | $8.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +57.3% | 40,547 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.9% | 39,870 | $8.5M |
| Sei Investments Co. | 0.01% | Reduce -7.2% | 39,861 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -3.2% | 39,060 | $8.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -17.3% | 38,471 | $8.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -13.6% | 36,739 | $7.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +191.2% | 34,878 | $7.4M |
| Boston Partners | 0.01% | Reduce -2.5% | 33,655 | $7.2M |
| Citadel Advisors | 0.01% | Reduce -56.0% | 33,400 | $7.1M |
| Oak Associates Ltd. | 0.48% | Reduce -20.3% | 32,938 | $7.0M |
| Swiss Life Asset Management Ltd | 0.05% | Reduce -12.5% | 32,487 | $6.9M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -12.2% | 31,546 | $6.7M |
| CHURCHILL MANAGEMENT Corp | 0.07% | Add +0.6% | 31,247 | $6.7M |
| Bessemer Group Inc. | 0.01% | Add +1.4% | 30,650 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.9% | 29,931 | $6.4M |
| Nisa Investment Advisors, LLC | 0.02% | Add +1.0% | 29,531 | $6.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.3% | 27,794 | $5.9M |
| Daiichi Life Insurance Co., Ltd. | 0.16% | Reduce -12.7% | 27,624 | $5.9M |
| Toronto Dominion Bank | 0.01% | Add +6.6% | 27,520 | $5.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -5.3% | 27,014 | $5.8M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.1% | 26,914 | $5.7M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -8.8% | 26,702 | $5.7M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -77.3% | 26,532 | $5.7M |
| Pittenger & Anderson Inc. | 0.20% | Add +0.2% | 26,315 | $5.6M |
| Advantage Alpha Capital Partners LP | 1.32% | Reduce -25.9% | 26,226 | $5.6M |
| Danske Bank A/S | 0.02% | Reduce -34.9% | 26,171 | $5.6M |
| Aberdeen Group plc | 0.01% | Reduce -15.0% | 24,629 | $5.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 24,500 | $5.2M |
| National Bank of Canada | 0.01% | Reduce -43.3% | 23,753 | $5.1M |
| Old Mission Capital LLC | 0.12% | New | 23,585 | $5.0M |
| LPL Financial LLC | 0.00% | Add +144.7% | 23,318 | $5.0M |
| Treasurer of the State of North Carolina | 0.02% | Add +0.6% | 22,866 | $4.9M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -5.1% | 21,913 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -40.9% | 21,267 | $4.5M |
| AMF Tjanstepension AB | 0.03% | Reduce -66.6% | 21,107 | $4.5M |
| Natixis | 0.03% | Reduce -33.4% | 20,964 | $4.5M |
| Squarepoint Ops LLC | 0.01% | Add +1401.0% | 20,939 | $4.5M |
| Mn Services Vermogensbeheer B.V. | 0.03% | No change | 20,700 | $4.4M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -3.9% | 20,499 | $4.4M |
| Alaska Permanent Fund Corp | 0.06% | No change | 20,087 | $4.3M |
| Nissay Asset Management Corp. /Japan | 0.03% | Reduce -0.5% | 19,860 | $4.3M |
| Natixis Advisors, LLC | 0.01% | Add +28.4% | 19,583 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +24.2% | 24,804 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 19,012 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +8.9% | 18,583 | $4.0M |
| Dean Investment Associates, LLC | 0.55% | Add +4.5% | 18,257 | $3.9M |
| Leuthold Group, LLC | 0.47% | Reduce -3.5% | 18,253 | $3.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +3.0% | 18,095 | $3.9M |
| Raymond James Financial Inc. | 0.00% | — | 17,869 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 17,867 | $3.8M |
| KLP Kapitalforvaltning As | 0.02% | — | 17,857 | $3.8M |
| GHP Investment Advisors, Inc. | 0.18% | Reduce -3.5% | 17,816 | $3.8M |
| ProShare Advisors LLC | 0.01% | Add +1.9% | 17,785 | $3.8M |
| Agf Management Ltd. | 0.02% | Reduce -9.9% | 17,779 | $3.8M |
| Strategic Global Advisors, LLC | 0.68% | Add +4.3% | 17,332 | $3.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.9% | 17,240 | $3.7M |
| Prudential PLC | 0.02% | No change | 16,925 | $3.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.7% | 16,434 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -26.2% | 16,379 | $3.5M |
| QRG Capital Management, Inc. | 0.04% | Add +12.3% | 16,341 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.4% | 15,525 | $3.3M |
| Systematic Financial Management LP | 0.08% | Reduce -0.5% | 15,266 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +1.0% | 15,044 | $3.2M |
| PGGM Investments | 0.04% | No change | 14,156 | $3.0M |
| State of Michigan Retirement System | 0.02% | Reduce -0.7% | 13,967 | $3.0M |
| MetLife Investment Management, LLC | 0.02% | Add +0.9% | 13,586 | $2.9M |
| Ieq Capital, LLC | 0.03% | Add +337.2% | 13,575 | $2.9M |
| Public Sector Pension Investment Board | 0.01% | Add +47.8% | 13,337 | $2.8M |
| IFM Investors Pty Ltd | 0.03% | Reduce -5.0% | 13,198 | $2.8M |
| Generali Asset Management SPA SGR | 0.07% | — | 13,171 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +1.3% | 13,120 | $2.8M |
| Handelsbanken Fonder AB | 0.01% | Reduce -5.1% | 13,000 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +48.1% | 12,831 | $2.7M |
| Accurate Wealth Management, LLC | 0.52% | New | 13,714 | $2.7M |
| Engineers Gate Manager LP | 0.05% | New | 12,790 | $2.7M |
| New York Life Investment Management LLC | 0.03% | Reduce -4.0% | 12,363 | $2.6M |
| Susquehanna Fundamental Investments, LLC | 0.04% | — | 12,312 | $2.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -5.5% | 12,150 | $2.6M |
| Ostrum Asset Management | 0.22% | Reduce -32.5% | 12,082 | $2.6M |
| Truist Financial Corp. | 0.00% | Add +234.9% | 11,995 | $2.6M |
| Shay Capital LLC | 0.61% | Reduce -2.1% | 11,750 | $2.5M |
| Illinois Municipal Retirement Fund | 0.04% | Add +23.2% | 11,718 | $2.5M |
| Andra AP-fonden | 0.04% | Reduce -80.7% | 11,500 | $2.5M |
| Financial Architects, LLC | 1.55% | New | 11,349 | $2.4M |
| Czech National Bank | 0.02% | Add +5.4% | 11,121 | $2.4M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.3% | 11,106 | $2.4M |
| Panagora Asset Management Inc. | 0.01% | Add +17.2% | 10,973 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.3% | 10,905 | $2.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 10,483 | $2.2M |
| Shell Asset Management Co. | 0.10% | Add +61.6% | 10,380 | $2.2M |
| Tidal Investments LLC | 0.02% | Reduce -11.2% | 10,090 | $2.2M |
| Dean Capital Management | 0.91% | Add +1.7% | 10,054 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +309.5% | 9,951 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +14.3% | 9,918 | $2.1M |
| Amalgamated Bank | 0.02% | Reduce -3.5% | 9,831 | $2.1M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -51.0% | 9,814 | $2.1M |
| DNB Asset Management AS | 0.01% | Reduce -14.1% | 9,770 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +75.9% | 9,555 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +75.9% | 9,555 | $2.0M |
| Mount Lucas Management LP | 0.70% | Reduce -5.6% | 9,370 | $2.0M |
| Bridgewater Associates | 0.01% | Reduce -88.4% | 9,203 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Add +8.4% | 9,153 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -10.8% | 8,999 | $1.9M |
| Comerica Bank | 0.01% | Reduce -8.2% | 8,853 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +8.9% | 8,826 | $1.8M |
| Utah Retirement Systems | 0.02% | No change | 8,618 | $1.8M |
| Quadrature Capital Ltd | 0.04% | Add +123.0% | 8,514 | $1.8M |
| Bank of Nova Scotia | 0.00% | Reduce -1.5% | 8,480 | $1.8M |
| Verition Fund Management LLC | 0.01% | New | 8,376 | $1.8M |
| Creative Planning | 0.00% | Add +9.8% | 8,373 | $1.8M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -82.8% | 8,292 | $1.8M |
| Annex Advisory Services, LLC | 0.05% | Reduce -0.1% | 8,109 | $1.7M |
| Cibc World Markets Corp. | 0.01% | Reduce -19.7% | 8,105 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 8,041 | $1.7M |
| Ethic Inc. | 0.03% | Add +15.9% | 8,015 | $1.7M |
| Wedge Capital Management L L P | 0.03% | Reduce -12.8% | 8,011 | $1.7M |
| Mayport, LLC | 0.49% | Reduce -19.4% | 7,826 | $1.7M |
| Forsta Ap-Fonden | 0.01% | Add +77.3% | 7,800 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 7,773 | $1.7M |
| CIBC Asset Management Inc | 0.01% | Add +1.1% | 7,699 | $1.6M |
| World Investment Advisors | 0.04% | Add +24.3% | 7,590 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +12.5% | 7,558 | $1.6M |
| Cascade Investment Advisors, Inc. | 1.02% | Add +0.7% | 7,469 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +75.0% | 7,359 | $1.6M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,353 | $1.6M |
| Edmp, Inc. | 1.45% | Reduce -2.3% | 7,173 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +22.8% | 7,130 | $1.5M |
| Nebula Research & Development LLC | 0.18% | Reduce -50.5% | 7,096 | $1.5M |
| Crestline Management, L.P. | 0.05% | New | 7,084 | $1.5M |
| Pensionfund Sabic | 0.39% | Add +16.7% | 7,000 | $1.5M |
| Mariner, LLC | 0.00% | Add +35.6% | 6,989 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 6,984 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +15.3% | 6,932 | $1.5M |
| Xponance LLC | 0.01% | Reduce -4.1% | 6,926 | $1.5M |
| Sciencast Management LP | 0.40% | New | 6,878 | $1.5M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.05% | No change | 6,899 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.9% | 6,831 | $1.5M |
| Storebrand Asset Management As | 0.00% | Reduce -18.6% | 6,821 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +7.3% | 6,806 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -4.6% | 6,780 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +27.8% | 6,492 | $1.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -11.2% | 6,144 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.7% | 6,143 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.6% | 6,034 | $1.3M |
| Candriam S.C.A. | 0.01% | No change | 6,031 | $1.3M |
| CW Advisors, LLC | 0.02% | Reduce -46.0% | 5,998 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.2% | 5,849 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +45.9% | 5,818 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +10.2% | 5,719 | $1.2M |
| Icon Advisers Inc. | 0.27% | Reduce -39.6% | 5,500 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Add +2.2% | 5,453 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.7% | 5,397 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 5,416 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,309 | $1.1M |
| Cwm, LLC | 0.00% | Add +24.9% | 5,280 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 5,275 | $1.1M |
| Ontario Teachers Pension Plan Board | 0.01% | Add +37.6% | 4,925 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +165.1% | 4,913 | $1.0M |
| Mizuho Securities USA LLC | 0.02% | Add +44.8% | 4,861 | $1.0M |
| Achmea Investment Management B.V. | 0.02% | Add +11.7% | 4,851 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +79.6% | 4,808 | $1.0M |
| Lecap Asset Management Ltd. | 0.28% | Add +39.9% | 4,792 | $1.0M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -31.9% | 4,755 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.8% | 4,705 | $1.0M |
| KBC Group NV | 0.00% | Reduce -12.6% | 4,672 | $996K |
| Oak Thistle LLC | 0.29% | New | 4,623 | $986K |
| Northwest & Ethical Investments L.P. | 0.03% | Reduce -41.5% | 4,569 | $974K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.1% | 4,396 | $937K |
| Hartford Investment Management Co. | 0.03% | Reduce -9.1% | 4,355 | $929K |
| Nippon Life Global Investors Americas, Inc. | 0.04% | Reduce -29.7% | 4,240 | $904K |
| Blair William & Co. | 0.00% | Reduce -2.8% | 4,187 | $893K |
| Gulf International Bank (UK) Ltd | 0.02% | No change | 4,182 | $891K |
| NorthRock Partners, LLC | 0.03% | Reduce -0.0% | 4,153 | $886K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +273.0% | 4,137 | $882K |
| Tredje AP-fonden | 0.01% | Reduce -50.0% | 4,133 | $881K |
| Empirical Asset Management, LLC | 0.29% | Reduce -7.4% | 4,110 | $876K |
| Martingale Asset Management L P | 0.02% | Reduce -1.6% | 4,061 | $866K |
| Ritholtz Wealth Management | 0.03% | Add +60.0% | 4,049 | $863K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,907 | $833K |
| D. E. Shaw & Co. | 0.00% | Reduce -88.9% | 3,865 | $824K |
| GeoWealth Management, LLC | 0.03% | Reduce -0.6% | 3,813 | $813K |
| US Asset Management LLC | 0.73% | Reduce -1.0% | 3,809 | $812K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.2% | 3,787 | $807K |
| Qtron Investments LLC | 0.11% | Reduce -18.3% | 3,777 | $805K |
| Alpine Global Management, LLC | 0.27% | New | 3,710 | $791K |
| Integrated Wealth Concepts LLC | 0.01% | New | 3,701 | $789K |
| Metis Global Partners, LLC | 0.02% | Reduce -0.1% | 3,591 | $766K |
| Kentucky Retirement Systems | 0.02% | Reduce -1.4% | 3,559 | $759K |
| Catalyst Funds Management Pty Ltd | 0.18% | Add +775.0% | 3,500 | $746K |
| Savant Capital, LLC | 0.01% | Add +5.5% | 3,493 | $745K |
| Capstone Investment Advisors, LLC | 0.01% | Add +285.4% | 3,472 | $740K |
| Lido Advisors, LLC | 0.00% | Add +0.6% | 3,428 | $731K |
| Signaturefd, LLC | 0.01% | Add +0.3% | 3,418 | $729K |
| Cookson Peirce & Co. Inc. | 0.03% | New | 3,329 | $710K |
| Jackson Creek Investment Advisors LLC | 0.21% | Add +6.8% | 3,321 | $708K |
| Asset Management Group, Inc. | 0.13% | Reduce -10.0% | 3,299 | $703K |
| Sterling Capital Management LLC | 0.01% | Add +55.4% | 3,082 | $657K |
| RBF Capital, LLC | 0.03% | Reduce -25.0% | 3,000 | $640K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.1% | 2,917 | $638K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,971 | $633K |
| Csenge Advisory Group | 0.03% | Reduce -0.8% | 2,948 | $629K |
| iSAM Funds (UK) Ltd | 0.46% | New | 2,896 | $617K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -10.4% | 2,887 | $616K |
| Swedbank AB | 0.00% | Add +98.1% | 2,845 | $607K |
| Tectonic Advisors LLC | 0.04% | Add +3.6% | 2,843 | $606K |
| XTX Topco Ltd | 0.05% | Reduce -72.7% | 2,841 | $606K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.5% | 2,800 | $597K |
| HTLF Bank | 0.07% | No change | 2,716 | $579K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.6% | 2,671 | $570K |
| Vise Technologies, Inc. | 0.05% | New | 2,666 | $568K |
| McElhenny Sheffield Capital Management, LLC | 0.19% | New | 2,621 | $559K |
| NorthCoast Asset Management LLC | 0.00% | Add +6.7% | 2,608 | $557K |
| New Mexico Educational Retirement Board | 0.02% | No change | 2,511 | $535K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -67.5% | 2,477 | $524K |
| iA Global Asset Management Inc. | 0.01% | Reduce -34.4% | 2,404 | $513K |
| GoalFusion Wealth Management, LLC | 0.28% | Reduce -8.7% | 2,374 | $506K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.6% | 2,368 | $505K |
| Norinchukin Bank, The | 0.01% | Add +9.4% | 2,365 | $504K |
| Atria Investments, Inc | 0.01% | Reduce -8.4% | 2,355 | $502K |
| ING Groep NV | 0.00% | New | 2,318 | $494K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +13.0% | 2,288 | $488K |
| Burney Co./ | 0.02% | Reduce -14.6% | 2,285 | $487K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,268 | $484K |
| WFA Asset Management Corp | 0.26% | No change | 2,251 | $480K |
| Twinbeech Capital LP | 0.01% | New | 2,250 | $480K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +198.7% | 2,237 | $477K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.4% | 2,179 | $465K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +4.6% | 2,170 | $463K |
| Commerce Bank | 0.00% | Reduce -8.6% | 2,119 | $452K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 2,100 | $448K |
| Valtrion Capital Management, LLC | 0.95% | — | 2,094 | $446K |
| Fieldview Capital Management, LLC | 0.07% | — | 2,030 | $433K |
| Fifth Third Bancorp | 0.00% | Add +1.6% | 1,988 | $424K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.6% | 1,912 | $408K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 1,910 | $407K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -1.2% | 1,855 | $396K |
| Alps Advisors Inc. | 0.00% | No change | 1,850 | $394K |
| Empirical Finance, LLC | 0.02% | Reduce -1.2% | 1,841 | $393K |
| Sherbrooke Park Advisers LLC | 0.12% | Reduce -5.0% | 1,822 | $388K |
| Bridgefront Capital, LLC | 0.13% | New | 1,806 | $385K |
| Mackenzie Financial Corp. | 0.00% | Reduce -95.1% | 1,775 | $378K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -4.1% | 1,762 | $376K |
| Oxford Asset Management LLP | 0.17% | New | 1,749 | $373K |
| Caprock Group, LLC | 0.01% | Add +7.6% | 1,746 | $372K |
| Freedom Investment Management, Inc. | 0.03% | Add +2.5% | 1,743 | $372K |
| CenterBook Partners LP | 0.02% | New | 1,741 | $371K |
| SVB Wealth LLC | 0.01% | New | 1,740 | $371K |
| V-Square Quantitative Management LLC | 0.05% | Reduce -13.6% | 1,736 | $370K |
| Optimize Financial Inc. | 0.28% | — | 1,735 | $370K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.6% | 1,732 | $369K |
| Walleye Capital LLC | 0.00% | New | 1,728 | $368K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 1,727 | $368K |
| Nomura Holdings Inc. | 0.00% | New | 1,692 | $361K |
| Taika Capital, LP | 0.27% | New | 1,690 | $360K |
| AlphaCore Capital LLC | 0.08% | No change | 1,689 | $360K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 1,743 | $358K |
| Menard Financial Group LLC | 0.21% | Add +16.5% | 1,671 | $356K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -26.7% | 1,644 | $351K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -1.1% | 1,637 | $349K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.8% | 1,628 | $347K |
| Focus Partners Wealth | 0.00% | Reduce -97.8% | 1,604 | $342K |
| Allstate Corp. | 0.01% | New | 1,587 | $338K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,578 | $336K |
| Horizon Advisory Services, Inc. | 0.19% | New | 1,557 | $332K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,541 | $329K |
| Forte Capital LLC | 0.04% | Reduce -3.6% | 1,540 | $328K |
| Net Worth Advisory Group | 0.10% | Add +1.2% | 1,538 | $328K |
| C M Bidwell & Associates Ltd. | 0.20% | Reduce -1.1% | 1,534 | $327K |
| Investment Management Corp of Ontario | 0.01% | Reduce -11.9% | 1,474 | $314K |
| GAMMA Investing LLC | 0.03% | Add +34.3% | 1,473 | $314K |
| SG Americas Securities, LLC | 0.00% | Reduce -97.6% | 1,472 | $314K |
| Graham Capital Management, L.P. | 0.02% | Reduce -30.6% | 1,457 | $311K |
| Forum Financial Management, LP | 0.01% | Add +3.2% | 1,429 | $305K |
| Tobias Financial Advisors, Inc. | 0.06% | Add +18.6% | 1,423 | $303K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 1,410 | $301K |
| Global Retirement Partners, LLC | 0.01% | Add +53.9% | 1,405 | $300K |
| HighTower Advisors, LLC | 0.00% | Add +13.1% | 1,390 | $296K |
| M&T Bank Corp | 0.00% | Add +9.7% | 1,356 | $289K |
| denkapparat Operations GmbH | 0.42% | — | 1,324 | $282K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,285 | $274K |
| Calamos Wealth Management LLC | 0.01% | No change | 1,274 | $272K |
| CTC Alternative Strategies, Ltd. | 0.35% | New | 1,264 | $270K |
| Applied Finance Capital Management, LLC | 0.01% | No change | 1,258 | $268K |
| Hilltop Holdings Inc. | 0.02% | Add +24.0% | 1,249 | $266K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.9% | 1,243 | $265K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,239 | $264K |
| Vestcor Inc | 0.01% | No change | 1,229 | $262K |
| Compound Planning, Inc. | 0.01% | Add +0.7% | 1,224 | $261K |
| Jump Financial, LLC | 0.01% | New | 1,220 | $260K |
| Meeder Advisory Services, Inc. | 0.02% | Add +7.2% | 1,216 | $259K |
| SOL Capital Management CO | 0.03% | No change | 1,200 | $256K |
| Merit Financial Group, LLC | 0.00% | New | 1,192 | $254K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -25.9% | 1,192 | $254K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -33.5% | 1,186 | $253K |
| Ramirez Asset Management, Inc. | 0.05% | No change | 1,180 | $252K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 1,176 | $251K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.5% | 1,150 | $245K |
| Centiva Capital, LP | 0.01% | Reduce -61.9% | 1,134 | $242K |
| Impact Partnership Wealth, LLC | 0.05% | New | 1,131 | $241K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -10.7% | 1,125 | $240K |
| Cresset Asset Management, LLC | 0.00% | Reduce -73.8% | 1,121 | $239K |
| US Bancorp \de | 0.00% | Add +35.0% | 1,119 | $239K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 1,110 | $237K |
| NDVR, Inc. | 0.23% | New | 1,109 | $236K |
| Challenger Wealth Management | 0.20% | — | 1,100 | $235K |
| Longboard Asset Management, LP | 0.61% | — | 1,088 | $232K |
| Catalyst Financial Partners LLC | 0.04% | Reduce -25.1% | 1,080 | $230K |
| Glenmede Trust Co. NA | 0.00% | Reduce -7.0% | 1,069 | $228K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.7% | 1,064 | $227K |
| Capital Research Global Investors | 0.00% | No change | 1,041 | $222K |
| Praxis Investment Management Inc. | 0.01% | Reduce -52.3% | 1,030 | $220K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,027 | $219K |
| Ballast Advisors LLC | 0.07% | Reduce -3.0% | 1,011 | $216K |
| WBH Advisory Inc. | 0.02% | New | 1,000 | $213K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,000 | $213K |
| Vontobel Holding Ltd. | 0.00% | Reduce -58.1% | 996 | $212K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.1% | 995 | $212K |
| Plato Investment Management Ltd | 0.02% | Reduce -63.8% | 976 | $209K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 971 | $207K |
| Avantax Advisory Services, Inc. | 0.00% | New | 965 | $206K |
| AlphaCentric Advisors LLC | 0.20% | Reduce -5.3% | 963 | $205K |
| IFP Advisors, Inc | 0.01% | Reduce -0.7% | 949 | $203K |
| Capula Management Ltd | 0.00% | New | 944 | $201K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.5% | 942 | $201K |
| Townsquare Capital LLC | 0.00% | Reduce -37.8% | 938 | $200K |
| USA Financial Formulas | 0.03% | New | 862 | $184K |
| Principia Wealth Advisory, LLC | 0.16% | — | 819 | $175K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +133.2% | 765 | $163K |
| Mufg Securities Americas Inc. | 0.02% | — | 757 | $161K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 723 | $154K |
| CI Investments Inc. | 0.00% | Add +5.3% | 713 | $152K |
| Horizon Investments, LLC | 0.00% | Add +0.7% | 707 | $150K |
| Farther Finance Advisors, LLC | 0.01% | Add +110.2% | 679 | $145K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 676 | $144K |
| Quadrant Capital Group LLC | 0.01% | No change | 588 | $125K |
| Blue Trust, Inc. | 0.00% | Reduce -14.0% | 565 | $120K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 560 | $119K |
| Ascentis Wealth Management, LLC | 0.04% | Reduce -10.1% | 558 | $119K |
| LRI Investments, LLC | 0.01% | Add +14.0% | 553 | $118K |
| Quarry LP | 0.02% | New | 528 | $113K |
| Canada Post Corp Registered Pension Plan | 0.01% | — | 516 | $110K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 502 | $107K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -11.0% | 500 | $107K |
| Bayforest Capital Ltd | 0.13% | — | 497 | $106K |
| Covestor Ltd | 0.06% | Reduce -5.7% | 451 | $97K |
| Quent Capital, LLC | 0.01% | Reduce -3.3% | 441 | $94K |
| Mather Group, Llc. | 0.00% | Reduce -4.6% | 439 | $94K |
| Kapitalo Investimentos Ltda | 0.06% | New | 438 | $93K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 425 | $91K |
| AlphaQuest LLC | 0.01% | Reduce -90.6% | 419 | $89K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.1% | 419 | $89K |
| Manchester Capital Management LLC | 0.01% | No change | 377 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +30.0% | 364 | $78K |
| Acadian Asset Management LLC | 0.00% | No change | 337 | $71K |
| Intact Investment Management Inc. | 0.00% | Reduce -16.7% | 300 | $64K |
| State of Wyoming | 0.01% | Add +81.6% | 296 | $63K |
| Richardson Financial Services Inc. | 0.04% | Add +42.8% | 287 | $61K |
| MAI Capital Management | 0.00% | New | 261 | $56K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.0% | 254 | $54K |
| Ameriflex Group, Inc. | 0.02% | — | 235 | $51K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -81.7% | 224 | $48K |
| Arax Advisory Partners | 0.00% | Add +4.3% | 220 | $47K |
| Park Square Financial Group, LLC | 0.03% | — | 206 | $44K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 203 | $43K |
| Brooklyn Investment Group | 0.01% | Reduce -3.4% | 202 | $43K |
| TD Private Client Wealth LLC | 0.00% | Add +503.1% | 193 | $41K |
| Sentry Investment Management LLC | 0.02% | Reduce -14.1% | 189 | $40K |
| Huntington National Bank | 0.00% | Reduce -4.6% | 186 | $40K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 181 | $39K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -1.2% | 171 | $37K |
| Allworth Financial LP | 0.00% | Add +3.0% | 174 | $36K |
| Cromwell Holdings LLC | 0.02% | No change | 160 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +219.2% | 150 | $32K |
| Simplex Trading, LLC | 0.00% | Reduce -66.8% | 137 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +5.3% | 138 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +127.1% | 134 | $28K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 129 | $28K |
| J.Safra Asset Management Corp | 0.00% | Add +39.4% | 131 | $28K |
| Penserra Capital Management LLC | 0.00% | New | 130 | $27K |
| True Wealth Design, LLC | 0.01% | No change | 126 | $27K |
| Concord Wealth Partners | 0.00% | No change | 125 | $27K |
| Zions Bancorporation, N.A. | 0.00% | No change | 125 | $27K |
| Hemington Wealth Management | 0.01% | Add +20.4% | 118 | $25K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.7% | 116 | $25K |
| Riverview Trust Co | 0.02% | No change | 115 | $25K |
| Venturi Wealth Management, LLC | 0.00% | Add +1.0% | 97 | $21K |
| Smithfield Trust Co | 0.00% | No change | 95 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.9% | 85 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 84 | $18K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -38.8% | 82 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 75 | $16K |
| Copia Wealth Management | 0.01% | — | 62 | $13K |
| West Paces Advisors Inc. | 0.00% | No change | 62 | $13K |
| Cetera Trust Company, N.A | 0.01% | No change | 60 | $13K |
| Stonebridge Financial Group, LLC | 0.00% | — | 59 | $13K |
| Parallel Advisors, LLC | 0.00% | Add +63.9% | 59 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.5% | 57 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 57 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 55 | $12K |
| Whittier Trust Co. | 0.00% | New | 55 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 50 | $11K |
| Kestra Investment Management, LLC | 0.00% | New | 51 | $11K |
| Private Trust Co. NA | 0.00% | Add +37.8% | 51 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 45 | $10K |
| CoreCap Advisors, LLC | 0.00% | Add +28.6% | 45 | $10K |
| Atala Financial Inc | 0.01% | — | 44 | $9K |
| Colonial Trust Co / SC | 0.00% | Add +340.0% | 44 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 41 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | No change | 41 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 40 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -23.5% | 39 | $8K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 37 | $8K |
| Valley National Advisers Inc. | 0.00% | New | 41 | $8K |
| UMB Bank, n.a. | 0.00% | Add +12.5% | 36 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 34 | $7K |
| Headlands Technologies LLC | 0.00% | New | 34 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 31 | $7K |
| Grove Bank & Trust | 0.00% | Add +82.3% | 31 | $7K |
| Avior Wealth Management, LLC | 0.00% | Reduce -6.7% | 28 | $6K |
| Whipplewood Advisors, LLC | 0.00% | — | 27 | $6K |
| New Age Alpha Advisors, LLC | 0.00% | New | 27 | $6K |
| Lindbrook Capital, LLC | 0.00% | Add +52.9% | 26 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 25 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 24 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 22 | $5K |
| CENTRAL TRUST Co | 0.00% | Add +90.0% | 19 | $4K |
| Sierra Ocean, LLC | 0.00% | — | 17 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | Add +166.7% | 16 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 15 | $3K |
| HM Payson & Co. | 0.00% | Reduce -6.3% | 15 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 12 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 14 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -53.6% | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| Spire Wealth Management | 0.00% | No change | 12 | $3K |
| Addison Advisors LLC | 0.00% | No change | 12 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 11 | $2K |
| Sachetta, LLC | 0.00% | No change | 11 | $2K |
| Eagle Bay Advisors LLC | 0.00% | New | 11 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 9 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -85.1% | 7 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +75.0% | 7 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 6 | $1K |
| MCF Advisors LLC | 0.00% | No change | 6 | $1K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -75.0% | 5 | $1K |
| FLP Wealth Management, LLC | 0.00% | — | 4 | $905 |
| WPG Advisers, LLC | 0.00% | — | 4 | $853 |
| Global Financial Private Client, LLC | 0.00% | New | 4 | $853 |
| TFC Financial Management, Inc. | 0.00% | New | 4 | $853 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 3 | $640 |
| New Millennium Group LLC | 0.00% | New | 3 | $640 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $426 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 2 | $426 |
| Transce3nd, LLC | 0.00% | — | 2 | $426 |
| WR Wealth Planners, LLC | 0.00% | No change | 2 | $426 |
| BankPlus Trust Department | 0.00% | — | 2 | $426 |
| NewSquare Capital LLC | 0.00% | New | 2 | $426 |
| Bogart Wealth, LLC | 0.00% | New | 2 | $426 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $426 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $214 |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $214 |
| WestEnd Advisors, LLC | 0.00% | New | 1 | $213 |
| AdvisorNet Financial, Inc | 0.00% | New | 1 | $213 |
| Y.D. More Investments Ltd | 0.00% | Add +137.0% | 64 | $37 |
"% of holder's portfolio" is AIZ's weight in each manager's 13F, not the share of Assurant Inc. the manager owns.