AssurantAIZ
13F holders, Q1 2025 (March 31)563holders −2
62new positions
58sold out
9famous investors
$209.65avg. 13F price*
At the end of Q1 2025, 563 institutions reported holding Assurant Inc. (AIZ) in their 13F filings, down 2 from Q4 2024. 62 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($998.2M) and T. Rowe Price Investment Management, Inc. ($918.9M). 9 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $68.1M |
| Exits | 58 | $87.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,594,240 shares bought and 2,974,467 shares sold, net +619,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 563 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.7% | 6,686,485 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -0.3% | 4,759,025 | $998.2M |
| T. Rowe Price Investment Management, Inc. | 0.61% | Reduce -13.1% | 4,381,121 | $918.9M |
| Bank of New York Mellon Corp | 0.16% | Add +12.7% | 3,740,659 | $784.6M |
| State Street Corp. | 0.03% | Add +30.2% | 3,048,119 | $639.3M |
| Invesco Ltd. | 0.06% | Add +28.0% | 1,479,310 | $310.3M |
| Geode Capital Management, LLC | 0.02% | Add +1.8% | 1,425,315 | $298.7M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -0.5% | 1,191,249 | $249.9M |
| FMR LLC | 0.01% | Reduce -2.6% | 1,072,631 | $225.0M |
| T. Rowe Price Associates Inc. | 0.02% | Add +8.8% | 889,310 | $186.5M |
| AQR Capital Management | 0.19% | Reduce -10.8% | 880,506 | $183.1M |
| Northern Trust Corp. | 0.03% | Add +1.1% | 841,006 | $176.4M |
| Lyrical Asset Management LP | 2.28% | Reduce -1.8% | 715,406 | $150.1M |
| Norges Bank | 0.02% | Reduce -1.5% | 663,102 | $139.1M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.8% | 648,605 | $136.0M |
| Nordea Investment Management AB | 0.14% | Reduce -6.8% | 617,884 | $129.6M |
| Clark Capital Management Group, Inc. | 0.91% | Reduce -0.8% | 602,601 | $126.4M |
| Schroder Investment Management Group | 0.13% | Add +4.6% | 597,094 | $125.2M |
| First Trust Advisors LP | 0.11% | Add +123.5% | 589,592 | $123.7M |
| Deutsche Bank AG | 0.05% | Add +5.6% | 581,411 | $122.0M |
| Morgan Stanley | 0.01% | Reduce -20.1% | 575,931 | $120.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.2% | 449,029 | $94.2M |
| TD Asset Management Inc | 0.08% | Reduce -15.5% | 422,435 | $88.6M |
| Macquarie Group Ltd. | 0.10% | Reduce -6.2% | 400,517 | $84.0M |
| First Manhattan Co. Llc. | 0.23% | Reduce -3.4% | 380,784 | $79.9M |
| Wellington Management Group LLP | 0.02% | Reduce -1.2% | 374,314 | $78.5M |
| FIL Ltd | 0.07% | Add +74.0% | 371,572 | $77.9M |
| Amundi | 0.03% | Add +30.6% | 367,161 | $74.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +7.3% | 354,501 | $74.4M |
| Federated Hermes, Inc. | 0.15% | Add +0.8% | 333,146 | $69.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.6% | 290,759 | $61.0M |
| Bank of America Corp. | 0.01% | Add +19.5% | 286,757 | $60.1M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | Add +73.3% | 279,268 | $58.6M |
| California Public Employees Retirement System | 0.04% | Reduce -2.4% | 252,713 | $53.0M |
| Millennium Management | 0.05% | Reduce -32.5% | 232,303 | $48.7M |
| UBS Group AG | 0.01% | Add +27.8% | 223,261 | $46.8M |
| GW&K Investment Management, LLC | 0.42% | Add +50.5% | 216,656 | $45.4M |
| Robeco Institutional Asset Management B.V. | 0.09% | Add +37.4% | 210,136 | $44.1M |
| Barclays PLC | 0.02% | Add +25.0% | 200,509 | $42.1M |
| Gillson Capital LP | 3.56% | Reduce -23.4% | 198,858 | $41.7M |
| Legal & General Group Plc | 0.01% | Add +4.9% | 181,281 | $38.0M |
| Marshall Wace, LLP | 0.05% | Reduce -0.9% | 180,492 | $37.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Add +19.4% | 172,966 | $36.3M |
| Mountain Pacific Investment Advisers LLC | 2.34% | Reduce -0.0% | 150,271 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Add +22.1% | 149,744 | $31.4M |
| Globeflex Capital L P | 2.86% | No change | 147,688 | $31.0M |
| Swiss National Bank | 0.02% | Reduce -1.1% | 144,700 | $30.4M |
| Neuberger Berman Group LLC | 0.03% | Add +0.1% | 143,728 | $30.1M |
| Man Group plc | 0.09% | Add +1.5% | 135,040 | $28.3M |
| Nuveen, LLC | 0.01% | — | 133,947 | $28.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -4.7% | 123,097 | $25.8M |
| Victory Capital Management Inc. | 0.03% | Add +0.5% | 122,847 | $25.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +25.8% | 122,510 | $25.7M |
| Rhumbline Advisers | 0.02% | Add +9.5% | 118,433 | $24.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.0% | 116,331 | $24.4M |
| HSBC Holdings PLC | 0.02% | Add +7.6% | 115,602 | $24.2M |
| Calamos Advisors LLC | 0.16% | Add +1.0% | 108,105 | $22.7M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -50.2% | 106,703 | $22.4M |
| Jane Street Group, LLC | 0.04% | Add +80.9% | 103,211 | $21.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -25.6% | 102,456 | $21.5M |
| Valley Wealth Managers, Inc. | 1.53% | Reduce -1.9% | 96,248 | $20.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +21.6% | 93,244 | $19.6M |
| Kennedy Capital Management LLC | 0.46% | Add +48.4% | 92,119 | $19.3M |
| American Century Companies Inc. | 0.01% | Add +3.1% | 87,257 | $18.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.3% | 86,350 | $18.1M |
| Oberweis Asset Management Inc./ | 0.85% | No change | 81,000 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Add +12.0% | 79,289 | $16.6M |
| California State Teachers Retirement System | 0.02% | Reduce -1.0% | 77,768 | $16.3M |
| Gotham Asset Management | 0.14% | Add +56.4% | 77,657 | $16.3M |
| Guggenheim Capital LLC | 0.15% | Reduce -1.2% | 76,725 | $16.1M |
| Citigroup Inc. | 0.01% | Reduce -7.4% | 70,926 | $14.9M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +68.9% | 70,840 | $14.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +9.7% | 69,474 | $14.6M |
| Lighthouse Investment Partners, LLC | 0.66% | New | 69,227 | $14.5M |
| Zacks Investment Management | 0.13% | Add +3.1% | 68,462 | $14.4M |
| Thornburg Investment Management Inc. | 0.18% | Reduce -7.2% | 59,634 | $12.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -35.8% | 57,714 | $12.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 57,197 | $12.0M |
| Voya Investment Management LLC | 0.02% | Reduce -0.4% | 56,143 | $11.8M |
| Dividend Assets Capital, LLC | 2.16% | Add +1.6% | 54,344 | $11.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +9.0% | 52,864 | $11.1M |
| Bank of Montreal | 0.01% | Add +26.5% | 52,306 | $11.0M |
| Credit Agricole S A | 0.04% | Reduce -19.3% | 52,250 | $11.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.8% | 49,515 | $10.4M |
| Hennessy Advisors Inc. | 0.34% | Reduce -10.2% | 48,500 | $10.2M |
| Prudential Financial Inc. | 0.01% | Reduce -84.3% | 47,720 | $10.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -8.7% | 46,809 | $9.8M |
| Lazard Asset Management LLC | 0.02% | Add +11.8% | 43,008 | $9.0M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 42,006 | $8.8M |
| Sei Investments Co. | 0.01% | Add +3.7% | 41,329 | $8.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +1.1% | 41,002 | $8.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.5% | 40,077 | $8.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.2% | 39,768 | $8.4M |
| National Bank of Canada | 0.01% | Add +61.8% | 38,437 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.5% | 37,805 | $7.9M |
| Caisse de depot et placement du Quebec | 0.02% | New | 34,633 | $7.3M |
| Aviva PLC | 0.02% | Reduce -32.4% | 33,826 | $7.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -15.0% | 33,203 | $7.0M |
| Boston Partners | 0.01% | Reduce -1.5% | 33,152 | $6.9M |
| Oak Associates Ltd. | 0.52% | No change | 32,938 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +53.4% | 32,616 | $6.8M |
| CHURCHILL MANAGEMENT Corp | 0.09% | Add +2.9% | 32,149 | $6.7M |
| LPL Financial LLC | 0.00% | Add +35.8% | 31,669 | $6.6M |
| Squarepoint Ops LLC | 0.02% | Add +49.9% | 31,379 | $6.6M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +15.4% | 30,816 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -0.7% | 29,736 | $6.2M |
| Swiss Life Asset Management Ltd | 0.05% | Reduce -8.8% | 29,641 | $6.2M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -0.5% | 29,396 | $6.2M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Add +5.5% | 28,514 | $6.0M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -11.3% | 27,975 | $5.9M |
| Intech Investment Management LLC | 0.06% | Reduce -36.6% | 27,645 | $5.8M |
| Danske Bank A/S | 0.02% | Add +5.3% | 27,571 | $5.8M |
| Daiichi Life Insurance Co., Ltd. | 0.17% | Reduce -2.3% | 27,001 | $5.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.0% | 26,948 | $5.7M |
| Jupiter Asset Management Ltd. | 0.05% | New | 26,933 | $5.6M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Add +118.6% | 26,913 | $5.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -0.1% | 26,897 | $5.6M |
| Pittenger & Anderson Inc. | 0.21% | Add +1.8% | 26,780 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +40.9% | 25,179 | $5.3M |
| Bridgewater Associates | 0.02% | Add +171.1% | 24,945 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -40.3% | 24,541 | $5.1M |
| Treasurer of the State of North Carolina | 0.02% | Add +2.5% | 23,446 | $4.9M |
| Asset Management One Co., Ltd. | 0.02% | Add +5.3% | 23,082 | $4.8M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -34.2% | 22,946 | $4.8M |
| Magnetar Financial LLC | 0.07% | New | 22,180 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +19.1% | 22,123 | $4.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +5.9% | 21,717 | $4.5M |
| Advantage Alpha Capital Partners LP | 1.09% | Reduce -19.1% | 21,206 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +7.9% | 21,138 | $4.4M |
| AMF Tjanstepension AB | 0.03% | No change | 21,107 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +107.0% | 20,603 | $4.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.17% | Add +1121.0% | 20,074 | $4.2M |
| Shay Capital LLC | 1.22% | Add +70.2% | 20,000 | $4.2M |
| Toronto Dominion Bank | 0.01% | Reduce -27.9% | 19,836 | $4.2M |
| Korea Investment CORP | 0.01% | Reduce -52.6% | 19,619 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +120.0% | 19,418 | $4.1M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +0.4% | 19,086 | $4.0M |
| Dean Investment Associates, LLC | 0.59% | Add +4.1% | 19,011 | $4.0M |
| ProShare Advisors LLC | 0.01% | Add +5.1% | 18,691 | $3.9M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Reduce -10.1% | 18,600 | $3.9M |
| ExodusPoint Capital Management, LP | 0.05% | New | 18,594 | $3.9M |
| Alaska Permanent Fund Corp | 0.05% | No change | 20,087 | $3.9M |
| Engineers Gate Manager LP | 0.06% | Add +43.0% | 18,293 | $3.8M |
| GHP Investment Advisors, Inc. | 0.18% | Add +1.1% | 18,010 | $3.8M |
| Forsta Ap-Fonden | 0.03% | Add +129.5% | 17,900 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +370.9% | 17,831 | $3.7M |
| KLP Kapitalforvaltning As | 0.02% | Reduce -0.6% | 17,757 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +12.6% | 17,473 | $3.7M |
| QRG Capital Management, Inc. | 0.04% | Add +5.8% | 17,288 | $3.6M |
| Strategic Global Advisors, LLC | 0.72% | Reduce -0.3% | 17,282 | $3.6M |
| Leuthold Group, LLC | 0.47% | Reduce -6.4% | 17,085 | $3.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.0% | 16,967 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -7.1% | 16,815 | $3.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.8% | 16,559 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +28.6% | 16,506 | $3.5M |
| Vest Financial, LLC | 0.05% | New | 16,428 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -68.7% | 16,419 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.0% | 16,378 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Add +204.7% | 16,613 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +32.7% | 15,918 | $3.3M |
| Prudential PLC | 0.02% | Reduce -8.4% | 15,495 | $3.3M |
| Systematic Financial Management LP | 0.09% | No change | 15,266 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.3% | 14,944 | $3.1M |
| Arizona State Retirement System | 0.02% | Reduce -1.4% | 14,834 | $3.1M |
| Handelsbanken Fonder AB | 0.01% | Add +13.1% | 14,700 | $3.1M |
| Ieq Capital, LLC | 0.02% | Add +6.2% | 14,417 | $3.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,299 | $3.0M |
| PGGM Investments | 0.04% | No change | 14,156 | $3.0M |
| State of Michigan Retirement System | 0.02% | Reduce -0.7% | 13,867 | $2.9M |
| Public Sector Pension Investment Board | 0.01% | Add +2.7% | 13,701 | $2.9M |
| Oak Thistle LLC | 0.57% | Add +192.5% | 13,521 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.7% | 13,477 | $2.8M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.0% | 13,318 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Add +122.4% | 13,009 | $2.7M |
| IFM Investors Pty Ltd | 0.03% | Reduce -3.9% | 12,680 | $2.7M |
| New York Life Investment Management LLC | 0.03% | Reduce -0.1% | 12,351 | $2.6M |
| Comerica Bank | 0.01% | Add +38.9% | 12,297 | $2.6M |
| Nissay Asset Management Corp. /Japan | 0.02% | Reduce -39.1% | 12,092 | $2.5M |
| Accurate Wealth Management, LLC | 0.48% | Reduce -4.1% | 13,152 | $2.5M |
| Aquatic Capital Management LLC | 0.06% | New | 11,792 | $2.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.0% | 11,785 | $2.5M |
| Czech National Bank | 0.02% | Add +5.9% | 11,779 | $2.5M |
| Ostrum Asset Management | 0.13% | Reduce -2.6% | 11,770 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -10.5% | 11,745 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.6% | 11,729 | $2.5M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 11,718 | $2.5M |
| Walleye Capital LLC | 0.03% | Add +576.7% | 11,694 | $2.5M |
| SG Americas Securities, LLC | 0.01% | Add +672.7% | 11,374 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +15.5% | 11,032 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +15.5% | 11,032 | $2.3M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.8% | 11,021 | $2.3M |
| ASR Vermogensbeheer N.V. | 0.03% | — | 10,718 | $2.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 10,483 | $2.2M |
| Panagora Asset Management Inc. | 0.01% | Reduce -4.7% | 10,454 | $2.2M |
| Dean Capital Management | 0.94% | Add +2.5% | 10,302 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Add +49.1% | 10,187 | $2.1M |
| STRS Ohio | 0.01% | New | 10,164 | $2.1M |
| Shell Asset Management Co. | 0.10% | Reduce -3.8% | 9,983 | $2.1M |
| Amalgamated Bank | 0.02% | Add +0.9% | 9,918 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +37.8% | 9,825 | $2.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -1.1% | 9,809 | $2.1M |
| World Investment Advisors | 0.05% | Add +21.0% | 9,185 | $1.9M |
| UniSuper Management Pty Ltd | 0.01% | No change | 9,153 | $1.9M |
| Ethic Inc. | 0.04% | Add +12.3% | 8,999 | $1.9M |
| DNB Asset Management AS | 0.01% | Reduce -7.5% | 9,033 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +22.7% | 9,029 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +405.9% | 8,980 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.3% | 8,972 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +16.4% | 8,800 | $1.8M |
| Creative Planning | 0.00% | Add +4.9% | 8,780 | $1.8M |
| Stoneridge Investment Partners LLC | 1.55% | New | 8,751 | $1.8M |
| Versor Investments LP | 0.30% | New | 8,744 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -64.8% | 8,612 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +32.3% | 8,589 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -74.3% | 8,576 | $1.8M |
| Utah Retirement Systems | 0.02% | Reduce -0.6% | 8,564 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +72.5% | 8,294 | $1.7M |
| Pacer Advisors, Inc. | 0.00% | Add +42.0% | 8,264 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.8% | 8,224 | $1.7M |
| Annex Advisory Services, LLC | 0.05% | Reduce -0.3% | 8,085 | $1.7M |
| Mariner, LLC | 0.00% | Add +15.1% | 8,047 | $1.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -2.1% | 7,537 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -93.3% | 7,504 | $1.6M |
| Cascade Investment Advisors, Inc. | 1.06% | Add +0.1% | 7,479 | $1.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +7.3% | 7,305 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -82.7% | 7,303 | $1.5M |
| Wedge Capital Management L L P | 0.03% | Reduce -9.9% | 7,217 | $1.5M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +45.4% | 7,162 | $1.5M |
| Edmp, Inc. | 1.24% | Reduce -1.9% | 7,039 | $1.5M |
| Xponance LLC | 0.01% | Add +0.4% | 6,956 | $1.5M |
| Pinebridge Investments, L.P. | 0.01% | New | 6,934 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.6% | 6,803 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -0.7% | 6,730 | $1.4M |
| Storebrand Asset Management As | 0.00% | Reduce -2.9% | 6,626 | $1.4M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -8.9% | 6,698 | $1.4M |
| Northwest & Ethical Investments L.P. | 0.04% | Add +42.0% | 6,488 | $1.4M |
| Swedbank AB | 0.00% | Add +125.5% | 6,414 | $1.3M |
| Mayport, LLC | 0.37% | Reduce -19.2% | 6,326 | $1.3M |
| Edgestream Partners, L.P. | 0.04% | New | 6,298 | $1.3M |
| Redwood Investment Management, LLC | 0.14% | New | 6,228 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +3.4% | 6,199 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Reduce -23.7% | 6,187 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 6,135 | $1.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.9% | 6,090 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +14.2% | 6,163 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -80.5% | 5,985 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.9% | 5,964 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -15.0% | 5,892 | $1.2M |
| Principal Securities, Inc. | 0.03% | No change | 5,719 | $1.2M |
| Pensionfund Sabic | 0.36% | Reduce -18.6% | 5,700 | $1.2M |
| Graham Capital Management, L.P. | 0.06% | Add +288.4% | 5,659 | $1.2M |
| OP Asset Management Ltd | 0.02% | — | 5,623 | $1.2M |
| Cwm, LLC | 0.00% | Add +6.2% | 5,605 | $1.2M |
| Nippon Life Global Investors Americas, Inc. | 0.06% | Add +29.9% | 5,510 | $1.2M |
| Icon Advisers Inc. | 0.27% | No change | 5,500 | $1.2M |
| Blueshift Asset Management, LLC | 0.45% | New | 5,397 | $1.1M |
| 1832 Asset Management L.P. | 0.00% | New | 5,362 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -36.8% | 5,356 | $1.1M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,309 | $1.1M |
| Aberdeen Group plc | 0.00% | Reduce -78.5% | 5,289 | $1.1M |
| Ritholtz Wealth Management | 0.03% | Add +29.6% | 5,248 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -37.2% | 5,051 | $1.1M |
| Achmea Investment Management B.V. | 0.01% | No change | 4,851 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.4% | 4,799 | $1.0M |
| KBC Group NV | 0.00% | Add +1.6% | 4,745 | $995K |
| Mount Lucas Management LP | 0.46% | Reduce -50.4% | 4,651 | $976K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -43.9% | 4,650 | $975K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.4% | 4,640 | $973K |
| Rakuten Investment Management, Inc. | 0.00% | — | 4,688 | $967K |
| Andra AP-fonden | 0.02% | Reduce -60.0% | 4,600 | $965K |
| Candriam S.C.A. | 0.01% | Reduce -24.1% | 4,575 | $960K |
| Hartford Investment Management Co. | 0.03% | Add +3.2% | 4,496 | $943K |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 4,396 | $922K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -83.7% | 4,337 | $910K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +26.7% | 4,219 | $885K |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -11.7% | 4,199 | $881K |
| Blair William & Co. | 0.00% | Reduce -0.8% | 4,154 | $871K |
| NorthRock Partners, LLC | 0.03% | No change | 4,153 | $871K |
| Tredje AP-fonden | 0.01% | No change | 4,133 | $867K |
| Verition Fund Management LLC | 0.01% | Reduce -50.8% | 4,121 | $864K |
| Mizuho Securities USA LLC | 0.02% | Reduce -15.5% | 4,107 | $861K |
| GTS Securities LLC | 0.04% | New | 4,089 | $858K |
| Freestone Grove Partners LP | 0.01% | New | 3,923 | $823K |
| Agf Management Ltd. | 0.00% | Reduce -78.0% | 3,919 | $822K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,907 | $820K |
| Metis Global Partners, LLC | 0.02% | Add +6.3% | 3,816 | $800K |
| US Asset Management LLC | 0.76% | No change | 3,809 | $799K |
| Tidal Investments LLC | 0.01% | Reduce -63.6% | 3,669 | $770K |
| Penserra Capital Management LLC | 0.01% | Add +2673.8% | 3,606 | $756K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 3,433 | $720K |
| Qtron Investments LLC | 0.11% | Reduce -9.2% | 3,431 | $720K |
| Boothbay Fund Management, LLC | 0.03% | Add +112.4% | 3,351 | $703K |
| Twinbeech Capital LP | 0.01% | Add +47.6% | 3,321 | $697K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -33.6% | 3,261 | $681K |
| Arete Wealth Advisors, LLC | 0.05% | New | 3,238 | $679K |
| Savant Capital, LLC | 0.01% | Reduce -8.9% | 3,182 | $667K |
| Martingale Asset Management L P | 0.02% | Reduce -23.1% | 3,124 | $655K |
| Lido Advisors, LLC | 0.00% | Reduce -9.1% | 3,117 | $654K |
| GMO | 0.00% | New | 3,100 | $650K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -25.6% | 3,079 | $646K |
| Royal London Asset Management Ltd. | 0.00% | New | 3,066 | $643K |
| RBF Capital, LLC | 0.04% | No change | 3,000 | $629K |
| Gulf International Bank (UK) Ltd | 0.02% | Reduce -28.9% | 2,975 | $624K |
| Asset Management Group, Inc. | 0.12% | Reduce -10.0% | 2,969 | $623K |
| Tectonic Advisors LLC | 0.04% | Add +3.2% | 2,933 | $615K |
| Oddo BHF Asset Management Sas | 0.02% | New | 2,890 | $606K |
| Stevens Capital Management LP | 0.15% | New | 2,887 | $606K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.5% | 2,850 | $598K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,800 | $587K |
| Bridgefront Capital, LLC | 0.17% | Add +55.0% | 2,799 | $587K |
| Wbi Investments, LLC | 0.15% | New | 2,790 | $585K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +451.0% | 2,755 | $578K |
| Norinchukin Bank, The | 0.01% | Add +15.2% | 2,725 | $572K |
| Securian Asset Management, Inc. | 0.02% | No change | 2,671 | $560K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -8.1% | 2,654 | $557K |
| Osaic Holdings, Inc. | 0.00% | Reduce -89.3% | 2,652 | $556K |
| Focus Partners Wealth | 0.00% | Add +65.1% | 2,648 | $556K |
| Prelude Capital Management, LLC | 0.06% | New | 2,646 | $555K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -50.6% | 2,603 | $546K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.3% | 2,444 | $517K |
| Vident Advisory, LLC | 0.01% | New | 2,446 | $513K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -6.4% | 2,441 | $512K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 2,431 | $510K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +258.1% | 2,421 | $508K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -4.0% | 2,411 | $506K |
| GoalFusion Wealth Management, LLC | 0.27% | No change | 2,374 | $498K |
| Quadrature Capital Ltd | 0.01% | Reduce -72.8% | 2,317 | $486K |
| ING Groep NV | 0.00% | Reduce -0.7% | 2,301 | $483K |
| Burney Co./ | 0.02% | No change | 2,285 | $479K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.5% | 2,256 | $473K |
| McElhenny Sheffield Capital Management, LLC | 0.18% | Reduce -14.3% | 2,246 | $471K |
| National Wealth Management Group, LLC | 0.31% | New | 2,221 | $466K |
| Cambria Investment Management, L.P. | 0.03% | Add +24.2% | 2,189 | $459K |
| Commerce Bank | 0.00% | Add +2.2% | 2,165 | $454K |
| M&T Bank Corp | 0.00% | Add +57.9% | 2,141 | $449K |
| Valtrion Capital Management, LLC | 0.60% | Add +1.4% | 2,123 | $445K |
| Coldstream Capital Management Inc. | 0.01% | Add +10.8% | 2,118 | $444K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 2,100 | $440K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 2,079 | $436K |
| USA Financial Formulas | 0.07% | Add +138.5% | 2,056 | $431K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -11.5% | 2,025 | $425K |
| WFA Asset Management Corp | 0.22% | No change | 2,251 | $424K |
| Vontobel Holding Ltd. | 0.00% | Add +101.4% | 2,006 | $421K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 1,999 | $419K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.8% | 1,989 | $417K |
| Empirical Finance, LLC | 0.02% | Add +5.8% | 1,947 | $408K |
| OneDigital Investment Advisors LLC | 0.00% | Add +55.8% | 1,930 | $405K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 1,910 | $401K |
| Tudor Investment Corporation | 0.00% | New | 1,862 | $391K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -14.6% | 1,860 | $390K |
| Optimize Financial Inc. | 0.14% | Add +5.6% | 1,832 | $384K |
| V-Square Quantitative Management LLC | 0.05% | Add +2.7% | 1,783 | $374K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -4.8% | 1,765 | $370K |
| Clearstead Advisors, LLC | 0.01% | Reduce -25.9% | 1,755 | $368K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 1,727 | $362K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.8% | 1,719 | $360K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -1.9% | 1,710 | $359K |
| Holocene Advisors, LP | 0.00% | New | 1,685 | $353K |
| Hilltop Holdings Inc. | 0.02% | Add +31.6% | 1,643 | $345K |
| Natixis | 0.00% | Reduce -92.2% | 1,639 | $343K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 1,631 | $342K |
| Schechter Investment Advisors, LLC | 0.03% | Reduce -0.7% | 1,626 | $341K |
| iA Global Asset Management Inc. | 0.01% | Reduce -32.4% | 1,625 | $341K |
| Nomura Holdings Inc. | 0.00% | Reduce -4.1% | 1,622 | $340K |
| Forte Capital LLC | 0.04% | Add +5.2% | 1,620 | $340K |
| AlphaCore Capital LLC | 0.03% | Reduce -5.1% | 1,603 | $336K |
| Horizon Advisory Services, Inc. | 0.19% | Add +1.7% | 1,583 | $332K |
| Glenmede Trust Co. NA | 0.00% | Add +47.0% | 1,571 | $330K |
| D. E. Shaw & Co. | 0.00% | Reduce -59.5% | 1,565 | $328K |
| Net Worth Advisory Group | 0.10% | Add +1.5% | 1,561 | $328K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.2% | 1,816 | $326K |
| C M Bidwell & Associates Ltd. | 0.19% | Reduce -1.6% | 1,509 | $317K |
| denkapparat Operations GmbH | 0.33% | Add +13.8% | 1,506 | $316K |
| Quarry LP | 0.08% | Add +182.9% | 1,494 | $313K |
| MBB Public Markets I LLC | 0.04% | New | 1,483 | $311K |
| Investment Management Corp of Ontario | 0.01% | No change | 1,474 | $309K |
| GAMMA Investing LLC | 0.02% | Reduce -0.3% | 1,469 | $308K |
| Quadrant Capital Group LLC | 0.01% | Add +145.2% | 1,442 | $302K |
| Forum Financial Management, LP | 0.01% | Reduce -0.2% | 1,426 | $299K |
| Tobias Financial Advisors, Inc. | 0.06% | No change | 1,423 | $298K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | No change | 1,410 | $296K |
| Merit Financial Group, LLC | 0.00% | Add +17.9% | 1,406 | $295K |
| Compound Planning, Inc. | 0.01% | Add +13.1% | 1,384 | $290K |
| Meeder Advisory Services, Inc. | 0.02% | Add +13.1% | 1,375 | $288K |
| Avantax Advisory Services, Inc. | 0.00% | Add +42.4% | 1,374 | $288K |
| MQS Management LLC | 0.16% | New | 1,355 | $284K |
| Pallas Capital Advisors LLC | 0.01% | Add +8.6% | 1,350 | $283K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +11.8% | 1,333 | $280K |
| US Bancorp \de | 0.00% | Add +18.4% | 1,325 | $278K |
| HB Wealth Management, LLC | 0.00% | Add +31.2% | 1,305 | $274K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 1,286 | $270K |
| Impact Partnership Wealth, LLC | 0.06% | Add +13.1% | 1,279 | $268K |
| Atria Investments, Inc | 0.00% | Reduce -46.2% | 1,268 | $266K |
| Exchange Traded Concepts, LLC | 0.00% | Add +10.5% | 1,243 | $261K |
| Vestcor Inc | 0.01% | No change | 1,229 | $258K |
| Calamos Wealth Management LLC | 0.01% | Reduce -3.7% | 1,227 | $257K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +3.0% | 1,221 | $256K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.9% | 1,211 | $254K |
| SOL Capital Management CO | 0.03% | No change | 1,200 | $252K |
| Commonwealth Equity Services, LLC | 0.00% | New | 1,198 | $251K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 1,177 | $251K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.4% | 1,188 | $249K |
| Ramirez Asset Management, Inc. | 0.05% | No change | 1,180 | $248K |
| NDVR, Inc. | 0.25% | Add +3.8% | 1,151 | $241K |
| HighPoint Advisor Group LLC | 0.01% | Add +19.3% | 1,225 | $238K |
| Csenge Advisory Group | 0.01% | Reduce -57.4% | 1,257 | $238K |
| SC&H Financial Advisors, Inc. | 0.05% | No change | 1,110 | $233K |
| Challenger Wealth Management | 0.18% | No change | 1,100 | $231K |
| Longboard Asset Management, LP | 0.67% | No change | 1,088 | $228K |
| Catalyst Financial Partners LLC | 0.04% | Add +0.4% | 1,084 | $227K |
| Townsquare Capital LLC | 0.00% | Add +13.1% | 1,061 | $223K |
| Regions Financial Corp. | 0.00% | New | 1,054 | $221K |
| CFC Planning Co LLC | 0.24% | New | 1,053 | $221K |
| Capital Research Global Investors | 0.00% | No change | 1,041 | $218K |
| Praxis Investment Management Inc. | 0.01% | No change | 1,030 | $216K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.0% | 1,020 | $214K |
| Ballast Advisors LLC | 0.07% | No change | 1,011 | $212K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -21.7% | 1,006 | $211K |
| 111 Capital | 0.04% | New | 1,004 | $211K |
| WBH Advisory Inc. | 0.02% | No change | 1,000 | $210K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,000 | $210K |
| Teza Capital Management LLC | 0.10% | New | 997 | $209K |
| Plato Investment Management Ltd | 0.02% | No change | 976 | $207K |
| United Services Automobile Association | 0.01% | New | 986 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 942 | $198K |
| Walleye Trading LLC | 0.01% | New | 915 | $192K |
| Mufg Securities Americas Inc. | 0.02% | Add +19.9% | 908 | $190K |
| AlphaQuest LLC | 0.02% | Add +115.0% | 901 | $189K |
| Ossiam | 0.00% | New | 854 | $179K |
| Blue Trust, Inc. | 0.00% | Add +43.4% | 810 | $170K |
| Principia Wealth Advisory, LLC | 0.15% | Add +0.4% | 822 | $159K |
| Horizon Investments, LLC | 0.00% | Add +4.1% | 736 | $154K |
| LRI Investments, LLC | 0.01% | Add +31.6% | 728 | $153K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 723 | $152K |
| SVB Wealth LLC | 0.01% | Reduce -58.5% | 722 | $151K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.2% | 701 | $148K |
| CI Investments Inc. | 0.00% | Reduce -6.6% | 666 | $140K |
| IFP Advisors, Inc | 0.00% | Reduce -33.0% | 636 | $134K |
| CX Institutional | 0.00% | New | 624 | $131K |
| Siemens Fonds Invest GmbH | 0.01% | New | 604 | $127K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 560 | $117K |
| Atlas Capital Advisors Inc. | 0.01% | Add +3.0% | 517 | $108K |
| Lindbrook Capital, LLC | 0.01% | Add +1650.0% | 455 | $95K |
| Quent Capital, LLC | 0.01% | Reduce -1.1% | 436 | $91K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 426 | $89K |
| Mather Group, Llc. | 0.00% | Reduce -3.0% | 426 | $89K |
| TD Private Client Wealth LLC | 0.00% | Add +118.1% | 421 | $88K |
| Manchester Capital Management LLC | 0.01% | Add +0.3% | 378 | $79K |
| Covestor Ltd | 0.05% | Reduce -20.0% | 361 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.9% | 344 | $72K |
| Acadian Asset Management LLC | 0.00% | No change | 337 | $70K |
| Jones Financial Companies LLLP | 0.00% | Add +105.3% | 308 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -62.2% | 289 | $61K |
| Richardson Financial Services Inc. | 0.05% | Reduce -1.1% | 284 | $60K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +25.9% | 282 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.8% | 263 | $55K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.8% | 261 | $55K |
| MAI Capital Management | 0.00% | Reduce -1.9% | 256 | $54K |
| Ameriflex Group, Inc. | 0.02% | No change | 235 | $49K |
| Brooklyn Investment Group | 0.01% | Add +10.4% | 223 | $47K |
| Wayfinding Financial, LLC | 0.02% | New | 224 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 203 | $43K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +47.3% | 190 | $40K |
| Allworth Financial LP | 0.00% | Add +17.2% | 204 | $39K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 185 | $39K |
| Geneos Wealth Management Inc. | 0.00% | Add +57.8% | 183 | $38K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 181 | $38K |
| Park Square Financial Group, LLC | 0.03% | Reduce -14.1% | 177 | $37K |
| Assetmark, Inc. | 0.00% | Add +312.8% | 161 | $34K |
| Cromwell Holdings LLC | 0.02% | No change | 160 | $34K |
| Private Trust Co. NA | 0.00% | Add +192.2% | 149 | $31K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -74.9% | 140 | $30K |
| J.Safra Asset Management Corp | 0.00% | Add +5.3% | 138 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.0% | 138 | $28K |
| Alpine Bank Wealth Management | 0.00% | — | 134 | $28K |
| Hemington Wealth Management | 0.00% | Add +14.4% | 135 | $28K |
| True Wealth Design, LLC | 0.01% | Add +3.2% | 130 | $27K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -25.7% | 127 | $27K |
| Concord Wealth Partners | 0.00% | No change | 125 | $26K |
| Zions Bancorporation, National Association | 0.00% | — | 125 | $26K |
| Sentry Investment Management LLC | 0.02% | Reduce -22.8% | 146 | $26K |
| Riverview Trust Co | 0.02% | No change | 115 | $24K |
| Arax Advisory Partners | 0.00% | Reduce -52.3% | 105 | $22K |
| First Horizon Advisors, Inc. | 0.00% | Add +71.9% | 98 | $21K |
| Hexagon Capital Partners LLC | 0.00% | Add +17.1% | 96 | $20K |
| Smithfield Trust Co | 0.00% | No change | 95 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +8.2% | 92 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 84 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 75 | $16K |
| UMB Bank, n.a. | 0.00% | Add +108.3% | 75 | $16K |
| Copia Wealth Management | 0.01% | No change | 62 | $13K |
| West Paces Advisors Inc. | 0.00% | No change | 62 | $13K |
| Clearstead Trust, LLC | 0.00% | New | 62 | $13K |
| Cetera Trust Company, N.A | 0.01% | No change | 60 | $13K |
| Stonebridge Financial Group, LLC | 0.00% | Add +1.7% | 60 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 56 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +24.4% | 56 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.8% | 56 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 55 | $12K |
| Whittier Trust Co. | 0.00% | No change | 55 | $12K |
| REAP Financial Group, LLC | 0.00% | Add +58.1% | 49 | $10K |
| North Capital, Inc. | 0.01% | — | 45 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 44 | $9K |
| Atala Financial Inc | 0.01% | No change | 44 | $9K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 45 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 41 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.5% | 41 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 40 | $8K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 37 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 34 | $7K |
| Grove Bank & Trust | 0.00% | No change | 31 | $7K |
| Valley National Advisers Inc. | 0.00% | Reduce -26.8% | 30 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -31.7% | 28 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Add +75.0% | 28 | $6K |
| New Age Alpha Advisors, LLC | 0.00% | No change | 27 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 25 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 24 | $5K |
| Versant Capital Management, Inc | 0.00% | New | 23 | $5K |
| Capital A Wealth Management, LLC | 0.00% | No change | 22 | $5K |
| Whipplewood Advisors, LLC | 0.00% | Add +211.1% | 84 | $5K |
| Larson Financial Group LLC | 0.00% | Add +1000.0% | 22 | $5K |
| WPG Advisers, LLC | 0.00% | Add +425.0% | 21 | $4K |
| Saudi Central Bank | 0.02% | New | 20 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 20 | $4K |
| Sierra Ocean, LLC | 0.00% | No change | 17 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 15 | $3K |
| HM Payson & Co. | 0.00% | No change | 15 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +8.3% | 13 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 14 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| CENTRAL TRUST Co | 0.00% | Reduce -31.6% | 13 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -7.7% | 12 | $3K |
| Spire Wealth Management | 0.00% | No change | 12 | $3K |
| Kiker Wealth Management, LLC | 0.00% | New | 12 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +200.0% | 12 | $3K |
| Addison Advisors LLC | 0.00% | No change | 12 | $3K |
| Sachetta, LLC | 0.00% | No change | 11 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | Reduce -9.1% | 10 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -77.3% | 10 | $2K |
| Rothschild Investment LLC | 0.00% | Add +11.1% | 10 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +28.6% | 9 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | New | 7 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 6 | $1K |
| Rossby Financial, LCC | 0.00% | New | 6 | $1K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 5 | $955 |
| Dunhill Financial, LLC | 0.00% | Reduce -42.9% | 4 | $871 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $635 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $630 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 3 | $629 |
| Rise Advisors, LLC | 0.00% | New | 3 | $629 |
| Motco | 0.00% | New | 3 | $629 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $420 |
| Transce3nd, LLC | 0.00% | No change | 2 | $420 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $420 |
| Highline Wealth Partners LLC | 0.00% | New | 2 | $420 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $419 |
| WealthTrak Capital Management LLC | 0.00% | No change | 1 | $210 |
| SouthState Bank Corp | 0.00% | New | 1 | $210 |
| Creative Financial Designs Inc. | 0.00% | New | 1 | $210 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $210 |
| Y.D. More Investments Ltd | 0.00% | Add +14.1% | 73 | $41 |
"% of holder's portfolio" is AIZ's weight in each manager's 13F, not the share of Assurant Inc. the manager owns.