AssurantAIZ
13F holders, Q3 2025 (September 30)541holders −6
67new positions
68sold out
8famous investors
$216.72avg. 13F price*
At the end of Q3 2025, 541 institutions reported holding Assurant Inc. (AIZ) in their 13F filings, down 6 from Q2 2025. 67 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($1.4B), Bank of New York Mellon Corp ($1.1B) and BlackRock, Inc. ($858.7M). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Assurant Inc.
- Sector
- Finance
- CUSIP
- 04621X108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $113.9M |
| Exits | 68 | $83.5M |
All 13F filers, Q2 2025 → Q3 2025: 3,742,176 shares bought and 4,182,551 shares sold, net −440,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 541 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.0% | 6,637,505 | $1.4B |
| Bank of New York Mellon Corp | 0.19% | Add +23.7% | 5,010,373 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -0.5% | 3,964,473 | $858.7M |
| T. Rowe Price Investment Management, Inc. | 0.51% | Reduce -3.5% | 3,860,539 | $836.2M |
| State Street Corp. | 0.02% | Reduce -3.9% | 2,684,646 | $581.5M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.8% | 1,370,119 | $296.2M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -7.3% | 1,157,832 | $250.8M |
| Invesco Ltd. | 0.04% | Reduce -4.8% | 1,119,022 | $242.4M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -19.2% | 1,005,509 | $217.8M |
| FMR LLC | 0.01% | Reduce -7.4% | 1,003,561 | $217.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +15.1% | 862,500 | $186.8M |
| Lyrical Asset Management LP | 2.13% | Add +9.5% | 698,401 | $151.3M |
| Nordea Investment Management AB | 0.13% | Add +29.3% | 665,683 | $143.6M |
| Northern Trust Corp. | 0.02% | Reduce -3.3% | 661,581 | $143.3M |
| Fuller & Thaler Asset Management, Inc. | 0.48% | Add +111.0% | 647,857 | $140.3M |
| First Trust Advisors LP | 0.10% | Add +10.2% | 612,919 | $132.8M |
| Morgan Stanley | 0.01% | Add +11.9% | 608,999 | $131.9M |
| FIL Ltd | 0.09% | Add +15.2% | 499,359 | $108.2M |
| Qube Research & Technologies Ltd | 0.14% | Reduce -26.8% | 454,983 | $98.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.1% | 454,517 | $98.4M |
| Voya Investment Management LLC | 0.11% | Add +685.2% | 452,293 | $97.9M |
| Schroder Investment Management Group | 0.07% | Reduce -17.1% | 428,677 | $92.9M |
| First Manhattan Co. Llc. | 0.23% | Add +3.9% | 400,450 | $86.7M |
| Wellington Management Group LLP | 0.02% | Add +0.1% | 396,201 | $85.8M |
| Macquarie Group Ltd. | 0.09% | Reduce -7.5% | 364,696 | $79.0M |
| Deutsche Bank AG | 0.03% | Add +12.8% | 361,159 | $78.2M |
| TD Asset Management Inc | 0.06% | Reduce -6.2% | 346,305 | $75.0M |
| Bank of America Corp. | 0.01% | Add +7.8% | 345,314 | $74.8M |
| Jupiter Asset Management Ltd. | 0.64% | Reduce -3.4% | 343,899 | $74.5M |
| Clark Capital Management Group, Inc. | 0.42% | Add +2.1% | 310,802 | $67.3M |
| GW&K Investment Management, LLC | 0.53% | Add +25.6% | 274,862 | $59.5M |
| Federated Hermes, Inc. | 0.10% | Reduce -5.7% | 257,848 | $55.8M |
| Gillson Capital LP | 4.51% | Add +8.5% | 240,037 | $52.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -35.1% | 195,088 | $42.3M |
| Barclays PLC | 0.02% | Reduce -35.3% | 186,510 | $40.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -31.8% | 169,106 | $36.6M |
| California Public Employees Retirement System | 0.02% | Reduce -18.6% | 167,712 | $36.3M |
| UBS Group AG | 0.01% | Add +2.9% | 162,704 | $35.2M |
| Robeco Institutional Asset Management B.V. | 0.05% | Reduce -12.9% | 159,271 | $34.5M |
| Jane Street Group, LLC | 0.04% | Reduce -42.0% | 152,709 | $33.1M |
| Millennium Management | 0.03% | Reduce -65.5% | 144,593 | $31.3M |
| Victory Capital Management Inc. | 0.02% | Add +30.3% | 142,804 | $30.9M |
| Balyasny Asset Management L.P. | 0.06% | Add +65.9% | 138,163 | $29.9M |
| D. E. Shaw & Co. | 0.03% | Add +121.5% | 137,503 | $29.8M |
| American Century Companies Inc. | 0.01% | Add +14.0% | 130,426 | $28.3M |
| Nuveen, LLC | 0.01% | Reduce -1.4% | 128,377 | $27.8M |
| Two Sigma Investments, LP | 0.04% | Add +497.3% | 126,133 | $27.3M |
| JPMorgan Chase & Co. | 0.00% | Add +15.1% | 124,993 | $27.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.7% | 117,842 | $25.5M |
| Woodline Partners LP | 0.12% | Reduce -48.5% | 115,512 | $25.0M |
| AQR Capital Management | 0.02% | Reduce -75.4% | 114,641 | $24.7M |
| Rhumbline Advisers | 0.02% | Reduce -0.1% | 108,783 | $23.6M |
| Calamos Advisors LLC | 0.14% | Add +0.3% | 108,480 | $23.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -5.9% | 107,493 | $23.3M |
| Deprince Race & Zollo Inc. | 0.46% | New | 105,951 | $22.9M |
| Amundi | 0.01% | Add +10.7% | 101,838 | $22.6M |
| Swiss National Bank | 0.01% | Add +1.3% | 98,300 | $21.3M |
| Legal & General Group Plc | 0.00% | Reduce -7.1% | 97,842 | $21.2M |
| Valley Wealth Managers, Inc. | 1.37% | Add +0.9% | 95,897 | $20.8M |
| Lord, Abbett & Co. LLC | 0.06% | New | 94,320 | $20.4M |
| Kennedy Capital Management LLC | 0.43% | Reduce -6.8% | 90,279 | $19.6M |
| Point72 Asset Management | 0.04% | Add +5722.1% | 87,331 | $18.9M |
| Los Angeles Capital Management LLC | 0.06% | New | 84,246 | $18.2M |
| Oberweis Asset Management Inc./ | 0.69% | No change | 83,000 | $18.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +0.8% | 80,492 | $17.4M |
| Lighthouse Investment Partners, LLC | 0.62% | New | 78,774 | $17.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +12.8% | 76,132 | $16.5M |
| Citadel Advisors | 0.01% | Reduce -46.0% | 74,223 | $16.1M |
| Gotham Asset Management | 0.07% | Reduce -29.4% | 72,988 | $15.8M |
| Squarepoint Ops LLC | 0.03% | Reduce -31.7% | 71,726 | $15.5M |
| Royal Bank of Canada | 0.00% | Reduce -38.1% | 71,061 | $15.4M |
| HSBC Holdings PLC | 0.01% | Reduce -33.0% | 70,058 | $15.1M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +2.3% | 69,004 | $14.9M |
| Zacks Investment Management | 0.12% | Add +0.3% | 68,727 | $14.9M |
| Alliancebernstein L.P. | 0.00% | Add +19.8% | 66,557 | $14.4M |
| Capital Fund Management S.A. | 0.13% | Add +42.8% | 62,099 | $13.5M |
| Renaissance Technologies | 0.02% | Add +2479.2% | 61,900 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +6.9% | 61,862 | $13.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -6.0% | 60,225 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -29.2% | 57,646 | $12.5M |
| Bridgewater Associates | 0.05% | New | 56,582 | $12.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +7.0% | 56,511 | $12.2M |
| Guggenheim Capital LLC | 0.09% | Reduce -25.5% | 54,350 | $11.8M |
| Thornburg Investment Management Inc. | 0.15% | Reduce -3.4% | 53,145 | $11.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +3.7% | 52,957 | $11.5M |
| Boston Partners | 0.01% | Add +60.9% | 51,119 | $11.1M |
| Voloridge Investment Management, LLC | 0.04% | Add +9.6% | 50,693 | $11.0M |
| Dividend Assets Capital, LLC | 1.92% | Reduce -7.3% | 50,670 | $11.0M |
| Cubist Systematic Strategies, LLC | 0.15% | Reduce -16.4% | 50,643 | $11.0M |
| Sei Investments Co. | 0.01% | Add +19.7% | 50,399 | $10.9M |
| Man Group plc | 0.02% | Add +0.2% | 48,941 | $10.6M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 47,843 | $10.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -1.8% | 46,150 | $10.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1823.1% | 45,386 | $9.9M |
| Assenagon Asset Management S.A. | 0.01% | Add +32.7% | 45,514 | $9.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -9.2% | 44,958 | $9.7M |
| Prana Capital Management, LP | 0.31% | Reduce -17.2% | 42,645 | $9.2M |
| Bank of Montreal | 0.00% | Add +43.8% | 42,170 | $9.1M |
| LBP Am SA | 0.11% | Add +2.6% | 41,296 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Add +47.6% | 41,011 | $8.9M |
| Rakuten Investment Management, Inc. | 0.03% | — | 8,914 | $8.6M |
| Citigroup Inc. | 0.01% | Add +16.8% | 39,300 | $8.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +192.3% | 37,546 | $8.1M |
| Prudential Financial Inc. | 0.01% | Reduce -16.8% | 37,366 | $8.1M |
| New York State Common Retirement Fund | 0.01% | Add +37.9% | 37,148 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.7% | 37,128 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 36,925 | $8.0M |
| Teacher Retirement System of Texas | 0.03% | Add +1.9% | 36,815 | $8.0M |
| LPL Financial LLC | 0.00% | Add +21.1% | 36,184 | $7.8M |
| Van Eck Associates Corp. | 0.01% | Add +2.5% | 36,134 | $7.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -22.6% | 34,000 | $7.4M |
| Oak Associates Ltd. | 0.44% | No change | 32,938 | $7.1M |
| Mountain Pacific Investment Advisers LLC | 1.07% | Reduce -79.3% | 31,445 | $6.8M |
| Quantinno Capital Management LP | 0.02% | Add +73.3% | 31,325 | $6.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -85.7% | 30,940 | $6.7M |
| National Bank of Canada | 0.01% | Reduce -12.2% | 30,825 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -37.4% | 30,718 | $6.7M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +0.6% | 29,996 | $6.5M |
| Toronto Dominion Bank | 0.01% | Add +11.3% | 29,569 | $6.4M |
| Nisa Investment Advisors, LLC | 0.02% | Add +3.5% | 28,188 | $6.1M |
| Shay Capital LLC | 1.10% | Add +27.3% | 28,000 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Add +30.6% | 27,461 | $5.9M |
| Pittenger & Anderson Inc. | 0.22% | Add +0.3% | 27,385 | $5.9M |
| Aquatic Capital Management LLC | 0.11% | Reduce -18.4% | 27,365 | $5.9M |
| Corient Private Wealth LP | 0.01% | Add +3.2% | 26,860 | $5.8M |
| Lazard Asset Management LLC | 0.01% | Reduce -22.5% | 26,027 | $5.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.9% | 25,751 | $5.6M |
| Vest Financial, LLC | 0.07% | Add +20.4% | 24,662 | $5.3M |
| Janus Henderson Group PLC | 0.00% | No change | 24,076 | $5.2M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | New | 23,895 | $5.2M |
| Globeflex Capital L P | 0.80% | Reduce -84.1% | 23,876 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +17.3% | 23,135 | $5.0M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -3.8% | 22,782 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 22,688 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -27.8% | 21,601 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +32.1% | 21,554 | $4.7M |
| Dean Investment Associates, LLC | 0.65% | Add +6.5% | 21,281 | $4.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.22% | Add +7.6% | 21,140 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.4% | 20,954 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.2% | 20,927 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +30.9% | 20,369 | $4.4M |
| HRT Financial LP | 0.02% | Reduce -79.4% | 19,809 | $4.3M |
| Advantage Alpha Capital Partners LP | 1.27% | Reduce -8.5% | 19,425 | $4.2M |
| Systematic Financial Management LP | 0.10% | Add +0.6% | 19,116 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +1.0% | 18,423 | $4.0M |
| GHP Investment Advisors, Inc. | 0.17% | Add +0.9% | 18,329 | $4.0M |
| Leuthold Group, LLC | 0.41% | Add +3.5% | 17,371 | $3.8M |
| ProShare Advisors LLC | 0.01% | Reduce -1.2% | 17,017 | $3.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.5% | 17,004 | $3.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -0.4% | 16,785 | $3.6M |
| Panagora Asset Management Inc. | 0.01% | Add +347.1% | 16,748 | $3.6M |
| Handelsbanken Fonder AB | 0.01% | Add +28.7% | 16,600 | $3.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +9.7% | 16,398 | $3.6M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -38.4% | 16,009 | $3.5M |
| Illinois Municipal Retirement Fund | 0.04% | Add +0.3% | 15,917 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.4% | 15,177 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +1.1% | 15,003 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.0% | 15,119 | $3.2M |
| Aigen Investment Management, LP | 0.47% | Add +86.9% | 13,975 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.7% | 13,869 | $3.0M |
| State of Michigan Retirement System | 0.01% | Reduce -0.7% | 13,667 | $3.0M |
| Credit Agricole S A | 0.01% | — | 12,852 | $2.8M |
| Czech National Bank | 0.02% | Add +3.4% | 12,816 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +28.8% | 12,539 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.1% | 12,521 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.4% | 12,519 | $2.7M |
| Accurate Wealth Management, LLC | 0.36% | Reduce -4.9% | 12,212 | $2.7M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +1.4% | 12,409 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.6% | 12,117 | $2.6M |
| Elo Mutual Pension Insurance Co | 0.04% | New | 11,909 | $2.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -1.8% | 11,905 | $2.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +413.5% | 11,760 | $2.5M |
| Campbell & CO Investment Adviser LLC | 0.19% | Add +3.8% | 11,593 | $2.5M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +25.2% | 11,322 | $2.5M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -91.4% | 11,152 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -31.0% | 11,143 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -11.8% | 10,989 | $2.4M |
| Dean Capital Management | 0.92% | No change | 10,885 | $2.4M |
| Public Sector Pension Investment Board | 0.01% | Add +4.6% | 10,882 | $2.4M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.1% | 10,764 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +0.9% | 10,600 | $2.3M |
| Comerica Bank | 0.01% | Add +17.3% | 10,200 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.2% | 9,697 | $2.1M |
| Amalgamated Bank | 0.01% | Reduce -2.4% | 9,654 | $2.1M |
| UniSuper Management Pty Ltd | 0.01% | Add +9.1% | 9,546 | $2.1M |
| Ethic Inc. | 0.03% | Reduce -7.5% | 9,494 | $2.1M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Add +5.2% | 9,442 | $2.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -6.2% | 9,326 | $2.0M |
| Tidal Investments LLC | 0.01% | Reduce -14.6% | 9,299 | $2.0M |
| Natixis | 0.01% | Reduce -8.6% | 9,014 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -41.7% | 8,969 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -16.6% | 8,966 | $1.9M |
| Catalyst Funds Management Pty Ltd | 0.29% | Add +98.7% | 8,860 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.6% | 8,630 | $1.9M |
| Utah Retirement Systems | 0.02% | Reduce -1.6% | 8,363 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +9.9% | 8,248 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Reduce -79.0% | 8,179 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | New | 8,000 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -17.4% | 7,993 | $1.7M |
| Cascade Investment Advisors, Inc. | 1.03% | Add +2.0% | 7,812 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +12.8% | 7,751 | $1.7M |
| Annex Advisory Services, LLC | 0.04% | Add +0.0% | 7,626 | $1.7M |
| Aberdeen Group plc | 0.00% | Add +107.8% | 7,544 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +4.2% | 7,410 | $1.6M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,353 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +603.6% | 7,142 | $1.5M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -1.1% | 7,038 | $1.5M |
| Edmp, Inc. | 1.20% | Add +2.4% | 6,990 | $1.5M |
| Vise Technologies, Inc. | 0.06% | Add +3.1% | 6,989 | $1.5M |
| Danske Bank A/S | 0.00% | Reduce -45.6% | 6,701 | $1.5M |
| Dana Investment Advisors, Inc. | 0.04% | No change | 6,630 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 6,595 | $1.4M |
| Walleye Trading LLC | 0.02% | Add +169.2% | 6,564 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -70.4% | 6,547 | $1.4M |
| CIBC Asset Management Inc | 0.00% | Reduce -0.2% | 6,520 | $1.4M |
| Creative Planning | 0.00% | Reduce -31.3% | 6,223 | $1.3M |
| Portfolio Design Labs, LLC | 0.23% | New | 6,133 | $1.3M |
| Stoneridge Investment Partners LLC | 0.91% | Reduce -29.9% | 6,133 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.8% | 6,087 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -23.7% | 6,043 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -13.8% | 5,996 | $1.3M |
| Nippon Life Global Investors Americas, Inc. | 0.05% | Add +5.9% | 5,950 | $1.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | No change | 5,826 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +31.6% | 5,785 | $1.3M |
| Ossiam | 0.02% | Add +649.5% | 5,726 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -4.2% | 5,633 | $1.2M |
| Pensionfund Sabic | 0.33% | No change | 5,600 | $1.2M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.18% | Reduce -68.1% | 5,503 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.9% | 5,470 | $1.2M |
| Mariner, LLC | 0.00% | Add +20.7% | 5,469 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +28.9% | 5,353 | $1.2M |
| Ascent Group, LLC | 0.04% | New | 5,296 | $1.1M |
| Point72 Hong Kong Ltd | 0.05% | Add +4.4% | 5,256 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 5,250 | $1.1M |
| Entropy Technologies, LP | 0.08% | Add +33.2% | 5,194 | $1.1M |
| CIBC Bancorp USA Inc. | 0.01% | — | 5,152 | $1.1M |
| LMR Partners LLP | 0.02% | No change | 5,129 | $1.1M |
| Storebrand Asset Management As | 0.00% | No change | 5,035 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +7.9% | 4,993 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.9% | 4,763 | $1.0M |
| Icon Advisers Inc. | 0.23% | No change | 4,742 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.0% | 4,497 | $973K |
| Signaturefd, LLC | 0.01% | Add +20.7% | 4,279 | $927K |
| Hillsdale Investment Management Inc. | 0.03% | New | 4,180 | $905K |
| QRG Capital Management, Inc. | 0.01% | Reduce -77.6% | 4,173 | $904K |
| Verition Fund Management LLC | 0.01% | Reduce -75.4% | 4,083 | $884K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.8% | 4,052 | $878K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +5.9% | 4,014 | $869K |
| Stevens Capital Management LP | 0.11% | New | 3,958 | $857K |
| Xponance LLC | 0.01% | Reduce -11.1% | 3,954 | $856K |
| NorthRock Partners, LLC | 0.02% | Reduce -4.4% | 3,945 | $855K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,907 | $846K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -23.9% | 3,876 | $840K |
| US Asset Management LLC | 0.68% | No change | 3,809 | $825K |
| Hartford Investment Management Co. | 0.02% | Reduce -18.0% | 3,735 | $809K |
| Mizuho Securities USA LLC | 0.02% | Add +4.9% | 3,675 | $792K |
| Mayport, LLC | 0.17% | Reduce -42.7% | 3,626 | $785K |
| Inceptionr LLC | 0.19% | New | 3,590 | $778K |
| Bank of Nova Scotia | 0.00% | Reduce -93.3% | 3,505 | $759K |
| Wedge Capital Management L L P | 0.01% | Reduce -38.3% | 3,492 | $756K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6790.0% | 3,445 | $746K |
| M&T Bank Corp | 0.00% | Reduce -1.5% | 3,428 | $742K |
| Empowered Funds, LLC | 0.01% | New | 3,308 | $717K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,300 | $715K |
| Holocene Advisors, LP | 0.00% | Reduce -80.7% | 3,230 | $700K |
| Blair William & Co. | 0.00% | Reduce -11.6% | 3,226 | $699K |
| Capital Research Global Investors | 0.00% | Add +41.5% | 3,151 | $683K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 3,133 | $679K |
| Vestcor Inc | 0.02% | Add +209.8% | 3,101 | $672K |
| Tectonic Advisors LLC | 0.04% | Add +2.3% | 3,099 | $671K |
| Savant Capital, LLC | 0.00% | Reduce -4.6% | 3,090 | $669K |
| Lido Advisors, LLC | 0.00% | Add +3.9% | 3,076 | $666K |
| Summit Trail Advisors, LLC | 0.01% | Add +185.6% | 3,027 | $656K |
| RBF Capital, LLC | 0.03% | No change | 3,000 | $650K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -5.6% | 2,919 | $632K |
| Norinchukin Bank, The | 0.01% | Reduce -0.1% | 2,874 | $623K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.4% | 2,765 | $599K |
| Asset Management Group, Inc. | 0.09% | Reduce -10.0% | 2,671 | $579K |
| Cambria Investment Management, L.P. | 0.04% | Add +24.9% | 2,661 | $576K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.7% | 2,600 | $563K |
| Aviva PLC | 0.00% | Add +4.1% | 2,579 | $559K |
| Bessemer Group Inc. | 0.00% | Add +1.7% | 2,569 | $556K |
| iA Global Asset Management Inc. | 0.01% | Reduce -33.4% | 2,552 | $553K |
| Wbi Investments, LLC | 0.14% | Add +120.4% | 2,510 | $544K |
| Johnson Investment Counsel Inc. | 0.00% | Add +11.1% | 2,506 | $543K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -49.5% | 2,454 | $532K |
| Coldstream Capital Management Inc. | 0.01% | Add +12.4% | 2,452 | $531K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,431 | $527K |
| Empower Advisory Group, LLC | 0.00% | New | 2,420 | $524K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -8.0% | 2,414 | $523K |
| GoalFusion Wealth Management, LLC | 0.25% | No change | 2,374 | $514K |
| Securian Asset Management, Inc. | 0.01% | Reduce -7.8% | 2,371 | $514K |
| Employees Retirement System of Texas | 0.00% | No change | 2,370 | $513K |
| ING Groep NV | 0.00% | Reduce -3.6% | 2,363 | $512K |
| New Mexico Educational Retirement Board | 0.02% | Reduce -4.2% | 2,311 | $501K |
| Glenmede Investment Management, LP | 0.00% | Add +3.5% | 2,282 | $494K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -87.1% | 2,269 | $491K |
| Martingale Asset Management L P | 0.01% | Reduce -14.2% | 2,251 | $488K |
| DRW Securities, LLC | 0.03% | New | 2,237 | $485K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +29.7% | 2,206 | $478K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +153.7% | 2,187 | $474K |
| OneDigital Investment Advisors LLC | 0.00% | Add +11.6% | 2,182 | $473K |
| denkapparat Operations GmbH | 0.30% | Reduce -24.0% | 2,182 | $473K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 2,160 | $468K |
| Valtrion Capital Management, LLC | 0.50% | Add +1.3% | 2,152 | $466K |
| Optimize Financial Inc. | 0.24% | Add +17.3% | 2,135 | $462K |
| KBC Group NV | 0.00% | Reduce -4.9% | 2,082 | $451K |
| WFA Asset Management Corp | 0.24% | No change | 2,251 | $448K |
| First Financial Bankshares Inc | 0.01% | New | 2,036 | $441K |
| Clearstead Advisors, LLC | 0.01% | Add +13.7% | 2,021 | $438K |
| Ritholtz Wealth Management | 0.01% | Reduce -25.0% | 2,011 | $436K |
| Cwm, LLC | 0.00% | Reduce -38.1% | 2,002 | $434K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,999 | $433K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -80.1% | 1,998 | $433K |
| Empirical Finance, LLC | 0.02% | Add +1.0% | 1,979 | $429K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 1,925 | $417K |
| Forum Financial Management, LP | 0.01% | Add +26.6% | 1,916 | $415K |
| US Bancorp \de | 0.00% | Add +24.8% | 1,891 | $410K |
| Commerce Bank | 0.00% | Add +3.3% | 1,882 | $408K |
| Headlands Technologies LLC | 0.03% | New | 1,856 | $402K |
| Asset Management One Co., Ltd. | 0.00% | Add +8.7% | 1,811 | $392K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.7% | 1,809 | $392K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 1,804 | $391K |
| Graham Capital Management, L.P. | 0.02% | Reduce -90.0% | 1,784 | $386K |
| Focus Partners Wealth | 0.00% | Reduce -17.3% | 1,993 | $381K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -1.4% | 1,738 | $376K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.4% | 1,700 | $368K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 1,650 | $357K |
| Trexquant Investment LP | 0.00% | New | 1,617 | $350K |
| HighPoint Advisor Group LLC | 0.02% | Add +29.9% | 1,609 | $349K |
| AlphaCore Capital LLC | 0.01% | Reduce -1.2% | 1,608 | $348K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.6% | 1,607 | $348K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -3.1% | 1,600 | $347K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | Reduce -24.6% | 1,583 | $343K |
| Versor Investments LP | 0.06% | Reduce -80.8% | 1,577 | $342K |
| Commonwealth Equity Services, LLC | 0.00% | Add +38.4% | 1,575 | $341K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -69.8% | 1,573 | $341K |
| Horizon Advisory Services, Inc. | 0.17% | Reduce -1.6% | 1,567 | $339K |
| Farther Finance Advisors, LLC | 0.01% | Add +291.5% | 1,562 | $338K |
| GAMMA Investing LLC | 0.02% | Add +0.2% | 1,530 | $331K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.0% | 1,521 | $329K |
| Syon Capital LLC | 0.02% | Add +37.5% | 1,513 | $328K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -12.5% | 1,501 | $325K |
| Quadrant Capital Group LLC | 0.01% | Add +4.6% | 1,488 | $322K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +36.9% | 1,478 | $320K |
| Korea Investment CORP | 0.00% | No change | 1,455 | $315K |
| Blue Trust, Inc. | 0.00% | Add +54.9% | 1,445 | $313K |
| Compound Planning, Inc. | 0.01% | Add +2.2% | 1,420 | $308K |
| Mufg Securities Americas Inc. | 0.02% | Add +21.1% | 1,361 | $295K |
| World Investment Advisors | 0.01% | Reduce -19.8% | 1,356 | $294K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +3.4% | 1,355 | $293K |
| Hilltop Holdings Inc. | 0.02% | Add +0.6% | 1,354 | $293K |
| C M Bidwell & Associates Ltd. | 0.14% | Reduce -6.2% | 1,352 | $293K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -53.8% | 1,340 | $290K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.1% | 1,316 | $285K |
| Burney Co./ | 0.01% | Reduce -43.8% | 1,285 | $278K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 1,283 | $278K |
| Vident Advisory, LLC | 0.00% | Add +0.3% | 1,266 | $274K |
| Exchange Traded Concepts, LLC | 0.00% | Add +0.7% | 1,247 | $270K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.3% | 1,242 | $269K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +2.2% | 1,226 | $266K |
| HB Wealth Management, LLC | 0.00% | New | 1,224 | $265K |
| SageView Advisory Group, LLC | 0.01% | New | 1,223 | $265K |
| Nomura Holdings Inc. | 0.00% | New | 1,213 | $263K |
| 111 Capital | 0.05% | New | 1,212 | $263K |
| STRS Ohio | 0.00% | Reduce -91.4% | 1,212 | $263K |
| Prelude Capital Management, LLC | 0.02% | Reduce -8.9% | 1,210 | $262K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -9.8% | 1,204 | $261K |
| Regions Financial Corp. | 0.00% | Add +15.7% | 1,201 | $260K |
| Ramirez Asset Management, Inc. | 0.04% | No change | 1,180 | $256K |
| Vontobel Holding Ltd. | 0.00% | Reduce -37.8% | 1,176 | $255K |
| Ameritas Advisory Services, LLC | 0.02% | Add +14525.0% | 1,170 | $253K |
| NDVR, Inc. | 0.21% | Reduce -4.4% | 1,165 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.5% | 1,152 | $250K |
| Patton Fund Management, Inc. | 0.04% | No change | 1,153 | $250K |
| Arax Advisory Partners | 0.00% | Reduce -30.4% | 1,144 | $248K |
| Metis Global Partners, LLC | 0.01% | Reduce -6.7% | 1,137 | $246K |
| TD Private Client Wealth LLC | 0.01% | Add +109.2% | 1,136 | $246K |
| Csenge Advisory Group | 0.01% | Reduce -22.5% | 1,132 | $245K |
| Wealthfront Advisers LLC | 0.00% | New | 1,113 | $241K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,110 | $240K |
| Catalyst Financial Partners LLC | 0.03% | Add +1.0% | 1,109 | $240K |
| LRI Investments, LLC | 0.02% | Add +41.6% | 1,092 | $236K |
| Applied Finance Capital Management, LLC | 0.02% | Reduce -13.5% | 1,088 | $236K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -77.3% | 1,086 | $235K |
| Certuity, LLC | 0.02% | New | 1,079 | $234K |
| Cresset Asset Management, LLC | 0.00% | Add +3.8% | 1,068 | $231K |
| Arista Wealth Management, LLC | 0.03% | New | 1,064 | $230K |
| Calamos Wealth Management LLC | 0.01% | Reduce -12.9% | 1,060 | $230K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,028 | $223K |
| Atria Investments, Inc | 0.00% | Reduce -31.1% | 1,028 | $223K |
| CFC Planning Co LLC | 0.19% | New | 1,023 | $222K |
| WBH Advisory Inc. | 0.02% | New | 1,000 | $217K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 995 | $215K |
| Ballast Advisors LLC | 0.06% | New | 988 | $214K |
| Scratch Capital LLC | 0.14% | New | 976 | $211K |
| NEOS Investment Management LLC | 0.00% | New | 968 | $210K |
| MUFG Securities EMEA plc | 0.01% | Reduce -84.5% | 966 | $209K |
| Humankind Investments LLC | 0.05% | New | 948 | $205K |
| Callan Family Office, LLC | 0.01% | New | 938 | $203K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.2% | 911 | $197K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -52.0% | 883 | $191K |
| HM Payson & Co. | 0.00% | Add +5773.3% | 881 | $191K |
| USA Financial Formulas | 0.03% | Reduce -15.7% | 866 | $188K |
| Principia Wealth Advisory, LLC | 0.13% | Reduce -1.3% | 820 | $178K |
| Advisory Services Network, LLC | 0.00% | New | 792 | $172K |
| Horizon Investments, LLC | 0.00% | Reduce -1.3% | 789 | $171K |
| CX Institutional | 0.01% | Add +18.0% | 786 | $170K |
| Point72 Europe (London) LLP | 0.01% | New | 757 | $164K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -25.7% | 723 | $157K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +113.1% | 714 | $155K |
| AlphaQuest LLC | 0.01% | Add +5.4% | 620 | $134K |
| Covestor Ltd | 0.07% | Add +58.2% | 571 | $124K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.4% | 543 | $118K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -3.6% | 540 | $117K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -5.6% | 525 | $113K |
| Canada Post Corp Registered Pension Plan | 0.00% | No change | 516 | $111K |
| Ameriflex Group, Inc. | 0.04% | Add +100.0% | 470 | $102K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.4% | 469 | $102K |
| Quent Capital, LLC | 0.01% | New | 429 | $93K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 427 | $93K |
| CI Investments Inc. | 0.00% | Reduce -28.7% | 390 | $84K |
| Mather Group, Llc. | 0.00% | New | 368 | $80K |
| Acadian Asset Management LLC | 0.00% | No change | 337 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Add +16.6% | 323 | $70K |
| IFP Advisors, Inc | 0.00% | Reduce -39.6% | 320 | $69K |
| Assetmark, Inc. | 0.00% | Add +168.4% | 263 | $57K |
| MAI Capital Management | 0.00% | Reduce -5.9% | 255 | $55K |
| Zions Bancorporation, National Association | 0.00% | No change | 232 | $50K |
| Jones Financial Companies LLLP | 0.00% | Add +16.1% | 223 | $48K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.9% | 221 | $48K |
| Rockefeller Capital Management L.P. | 0.00% | New | 211 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 208 | $45K |
| Cromwell Holdings LLC | 0.02% | No change | 166 | $36K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +16.2% | 165 | $36K |
| UMB Bank, n.a. | 0.00% | Add +360.0% | 161 | $35K |
| REAP Financial Group, LLC | 0.01% | Add +11.8% | 161 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +4.7% | 155 | $34K |
| Root Financial Partners, LLC | 0.00% | New | 155 | $34K |
| Bokf, NA | 0.00% | New | 150 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Add +65.6% | 149 | $32K |
| CYBER HORNET ETFs LLC | 0.02% | Add +5.8% | 146 | $32K |
| Sentry Investment Management LLC | 0.02% | Reduce -3.4% | 141 | $31K |
| Hemington Wealth Management | 0.00% | No change | 139 | $30K |
| Alpine Bank Wealth Management | 0.00% | Add +0.8% | 135 | $29K |
| Versant Capital Management, Inc | 0.00% | Add +72.6% | 126 | $27K |
| Plato Investment Management Ltd | 0.00% | Reduce -87.1% | 126 | $27K |
| Concord Wealth Partners | 0.00% | No change | 125 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | Add +42.5% | 124 | $27K |
| Allworth Financial LP | 0.00% | Reduce -47.8% | 117 | $25K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -2.6% | 113 | $24K |
| Quarry LP | 0.01% | New | 112 | $24K |
| JPL Wealth Management, LLC | 0.01% | New | 107 | $23K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.3% | 107 | $23K |
| State of Wyoming | 0.00% | Reduce -85.5% | 105 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +26.9% | 99 | $21K |
| Guerra Advisors Inc | 0.01% | New | 97 | $21K |
| Smithfield Trust Co | 0.00% | No change | 95 | $21K |
| Summit Securities Group LLC | 0.01% | Add +152.9% | 86 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 84 | $18K |
| Private Trust Co. NA | 0.00% | Reduce -15.5% | 82 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 75 | $16K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 68 | $15K |
| Copia Wealth Management | 0.01% | No change | 62 | $13K |
| Cetera Trust Company, N.A | 0.01% | No change | 60 | $13K |
| Richardson Financial Services Inc. | 0.01% | Add +21.3% | 57 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 56 | $12K |
| Park Square Financial Group, LLC | 0.05% | Reduce -41.5% | 55 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 55 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +1.9% | 55 | $12K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 54 | $12K |
| Fortitude Family Office, LLC | 0.00% | Reduce -7.5% | 49 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 45 | $10K |
| North Capital, Inc. | 0.01% | Add +2.2% | 46 | $10K |
| Huntington National Bank | 0.00% | Reduce -75.7% | 46 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +215.4% | 41 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 41 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +123.5% | 38 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 36 | $8K |
| Alerus Financial NA | 0.00% | Reduce -54.5% | 35 | $8K |
| Grove Bank & Trust | 0.00% | No change | 33 | $7K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 31 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 27 | $6K |
| New Age Alpha Advisors, LLC | 0.00% | No change | 27 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 25 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 24 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 24 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 24 | $5K |
| Valley National Advisers Inc. | 0.00% | Reduce -10.0% | 27 | $5K |
| Addison Advisors LLC | 0.00% | Add +75.0% | 21 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 21 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $4K |
| J.Safra Asset Management Corp | 0.00% | Reduce -82.5% | 17 | $4K |
| Maseco LLP | 0.00% | No change | 16 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 15 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -72.0% | 14 | $3K |
| True Wealth Design, LLC | 0.00% | Add +1300.0% | 14 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| Spire Wealth Management | 0.00% | Add +9.1% | 12 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 11 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 10 | $2K |
| Sachetta, LLC | 0.00% | New | 10 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 13 | $2K |
| United Community Bank | 0.00% | New | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | New | 8 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -60.0% | 8 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 8 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 7 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | New | 7 | $2K |
| SBI Securities Co., Ltd. | 0.00% | New | 7 | $2K |
| Rise Advisors, LLC | 0.00% | Add +100.0% | 6 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -60.0% | 6 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 6 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -28.6% | 5 | $1K |
| SouthState Bank Corp | 0.00% | New | 5 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 5 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +33.3% | 4 | $867 |
| ORG Partners LLC | 0.00% | New | 4 | $866 |
| Tortoise Investment Management, LLC | 0.00% | Add +100.0% | 4 | $866 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $865 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 3 | $652 |
| Wealth Watch Advisors, INC | 0.00% | New | 3 | $650 |
| Motco | 0.00% | No change | 3 | $650 |
| Clearstead Trust, LLC | 0.00% | Reduce -94.1% | 3 | $650 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 3 | $650 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -25.0% | 3 | $650 |
| Johnson Financial Group, Inc. | 0.00% | New | 2 | $434 |
| Anfield Capital Management, LLC | 0.00% | New | 2 | $433 |
| Essential Partners LLC | 0.00% | New | 1 | $219 |
| Seneschal Advisors, LLC | 0.00% | New | 1 | $217 |
| Kilter Group LLC | 0.00% | No change | 1 | $217 |
| WestEnd Advisors, LLC | 0.00% | No change | 1 | $217 |
| Activest Wealth Management | 0.00% | Add +0.0% | 1 | $217 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1 | $217 |
| Y.D. More Investments Ltd | 0.00% | Reduce -17.0% | 39 | $26 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | No change | 2 | $0 |
| Avion Wealth | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is AIZ's weight in each manager's 13F, not the share of Assurant Inc. the manager owns.