AssurantAIZ
13F holders, Q4 2025 (December 31)566holders +25
57new positions
49sold out
6famous investors
$240.79avg. 13F price*
At the end of Q4 2025, 566 institutions reported holding Assurant Inc. (AIZ) in their 13F filings, up 25 from Q3 2025. 57 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($1.6B), Bank of New York Mellon Corp ($1.2B) and BlackRock, Inc. ($957.5M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Assurant Inc.
- Sector
- Finance
- CUSIP
- 04621X108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $150.0M |
| Exits | 49 | $67.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,677,641 shares bought and 2,810,719 shares sold, net −133,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Vanguard Group Inc. | 0.02% | Add +0.1% | 6,646,106 | $1.6B |
| Bank of New York Mellon Corp | 0.21% | Add +0.6% | 5,040,347 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +0.3% | 3,975,690 | $957.5M |
| T. Rowe Price Investment Management, Inc. | 0.55% | Reduce -6.2% | 3,621,858 | $872.3M |
| State Street Corp. | 0.02% | Reduce -4.2% | 2,571,415 | $619.3M |
| Geode Capital Management, LLC | 0.02% | Add +0.2% | 1,372,744 | $330.1M |
| FMR LLC | 0.02% | Add +31.8% | 1,322,968 | $318.6M |
| Invesco Ltd. | 0.02% | Reduce -4.6% | 1,067,466 | $257.1M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -8.2% | 1,063,433 | $256.1M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -5.0% | 955,577 | $230.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +6.6% | 919,639 | $221.5M |
| Fuller & Thaler Asset Management, Inc. | 0.57% | Add +7.7% | 697,555 | $168.0M |
| Norges Bank | 0.02% | — | 670,848 | $161.6M |
| Lyrical Asset Management LP | 2.10% | Reduce -4.5% | 666,694 | $160.6M |
| Morgan Stanley | 0.01% | Add +5.2% | 640,431 | $154.2M |
| Northern Trust Corp. | 0.02% | Reduce -5.7% | 624,076 | $150.3M |
| Nordea Investment Management AB | 0.12% | Reduce -12.1% | 585,106 | $141.5M |
| First Trust Advisors LP | 0.10% | Reduce -5.5% | 579,426 | $139.6M |
| Voya Investment Management LLC | 0.15% | Add +25.6% | 567,979 | $136.5M |
| FIL Ltd | 0.09% | Add +0.0% | 499,546 | $120.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.3% | 453,209 | $109.2M |
| Schroder Investment Management Group | 0.08% | Add +3.5% | 443,875 | $106.9M |
| Wellington Management Group LLP | 0.02% | Add +5.5% | 418,146 | $100.7M |
| First Manhattan Co. Llc. | 0.26% | Add +3.5% | 414,642 | $99.9M |
| Qube Research & Technologies Ltd | 0.14% | Reduce -9.9% | 409,690 | $98.7M |
| Deutsche Bank AG | 0.03% | Add +8.5% | 391,953 | $94.4M |
| Gillson Capital LP | 6.15% | Add +62.6% | 390,205 | $94.0M |
| Bank of America Corp. | 0.01% | Add +3.3% | 356,750 | $85.9M |
| Jupiter Asset Management Ltd. | 0.67% | Add +1.6% | 349,361 | $84.1M |
| Nomura Asset Management International Inc. | 0.13% | — | 348,944 | $84.0M |
| Select Equity Group, L.P. | 0.39% | New | 348,607 | $84.0M |
| Millennium Management | 0.06% | Add +122.9% | 322,235 | $77.6M |
| TD Asset Management Inc | 0.06% | Reduce -9.0% | 315,187 | $75.9M |
| Clark Capital Management Group, Inc. | 0.46% | Add +0.6% | 312,674 | $75.3M |
| GW&K Investment Management, LLC | 0.54% | Reduce -5.6% | 259,456 | $62.5M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +676.5% | 240,240 | $57.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.5% | 213,534 | $51.4M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +16.8% | 185,949 | $44.8M |
| Prudential Financial Inc. | 0.05% | Add +369.2% | 175,325 | $42.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -1.8% | 166,146 | $40.0M |
| American Century Companies Inc. | 0.02% | Add +24.0% | 161,768 | $39.0M |
| Barclays PLC | 0.01% | Reduce -18.4% | 152,267 | $36.7M |
| PFA Pension, Forsikringsaktieselskab | 0.10% | — | 149,485 | $36.2M |
| California Public Employees Retirement System | 0.02% | Reduce -15.1% | 142,400 | $34.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -2.7% | 138,901 | $33.5M |
| Nuveen, LLC | 0.01% | Reduce -2.4% | 125,243 | $30.2M |
| Deprince Race & Zollo Inc. | 0.56% | Add +14.0% | 120,815 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.3% | 119,319 | $28.7M |
| BNP Paribas Financial Markets | 0.02% | Add +104.5% | 117,873 | $28.4M |
| UBS Group AG | 0.01% | Reduce -28.5% | 116,270 | $28.0M |
| Federated Hermes, Inc. | 0.05% | Reduce -55.3% | 115,370 | $27.8M |
| Lord, Abbett & Co. LLC | 0.09% | Add +21.6% | 114,730 | $27.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -16.9% | 114,296 | $27.5M |
| Calamos Advisors LLC | 0.15% | Reduce -2.5% | 105,812 | $25.5M |
| Rhumbline Advisers | 0.02% | Reduce -3.6% | 104,914 | $25.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.1% | 104,842 | $25.3M |
| AQR Capital Management | 0.01% | Reduce -10.1% | 103,046 | $24.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +48079.2% | 101,658 | $24.5M |
| Woodline Partners LP | 0.09% | Reduce -12.8% | 100,674 | $24.2M |
| Swiss National Bank | 0.01% | Add +1.2% | 99,500 | $24.0M |
| Valley Wealth Managers, Inc. | 1.49% | Add +0.9% | 96,805 | $23.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +18.1% | 95,068 | $22.9M |
| Two Sigma Investments, LP | 0.04% | Reduce -26.8% | 92,383 | $22.3M |
| Picton Mahoney Asset Management | 0.24% | New | 91,405 | $22.0M |
| Legal & General Group Plc | 0.00% | Reduce -9.9% | 88,109 | $21.2M |
| Kennedy Capital Management LLC | 0.43% | Reduce -7.6% | 83,391 | $20.1M |
| Oberweis Asset Management Inc./ | 0.73% | No change | 83,000 | $20.0M |
| HSBC Holdings PLC | 0.01% | Add +13.5% | 79,491 | $19.2M |
| Gotham Asset Management | 0.07% | Add +9.1% | 79,600 | $19.2M |
| Amundi | 0.01% | Reduce -24.3% | 77,050 | $18.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +1.2% | 77,049 | $18.6M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +3.7% | 71,562 | $17.2M |
| Alliancebernstein L.P. | 0.01% | Add +6.1% | 70,641 | $17.0M |
| Zacks Investment Management | 0.13% | Add +1.6% | 69,822 | $16.8M |
| Ameriprise Financial Inc. | 0.00% | Add +11.1% | 68,709 | $16.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 68,025 | $16.4M |
| SG Americas Securities, LLC | 0.02% | Add +929.8% | 62,232 | $15.0M |
| Sei Investments Co. | 0.01% | Add +22.6% | 61,808 | $14.9M |
| Los Angeles Capital Management LLC | 0.05% | Reduce -17.0% | 69,896 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -6.1% | 56,565 | $13.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +0.0% | 56,517 | $13.4M |
| Bridgewater Associates | 0.05% | Reduce -5.0% | 53,741 | $12.9M |
| Man Group plc | 0.02% | Add +8.1% | 52,927 | $12.7M |
| Allianz Asset Management GmbH | 0.01% | Add +14.6% | 52,903 | $12.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.6% | 52,097 | $12.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 50,484 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +21.2% | 49,707 | $12.0M |
| Lighthouse Investment Partners, LLC | 0.39% | Reduce -38.8% | 48,187 | $11.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 47,798 | $11.5M |
| Bank of Montreal | 0.00% | Add +11.9% | 47,189 | $11.4M |
| Thornburg Investment Management Inc. | 0.14% | Reduce -13.2% | 46,109 | $11.1M |
| Boston Partners | 0.01% | Reduce -10.9% | 45,527 | $11.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.5% | 44,742 | $10.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -1.4% | 44,731 | $10.6M |
| LPL Financial LLC | 0.00% | Add +17.1% | 42,356 | $10.2M |
| Quantinno Capital Management LP | 0.02% | Add +30.0% | 40,723 | $9.8M |
| Dividend Assets Capital, LLC | 1.85% | Reduce -20.6% | 40,221 | $9.7M |
| Guggenheim Capital LLC | 0.07% | Reduce -26.1% | 40,145 | $9.7M |
| Canada Pension Plan Investment Board | 0.01% | Add +5.9% | 39,767 | $9.6M |
| New York State Common Retirement Fund | 0.01% | No change | 37,148 | $8.9M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 37,128 | $8.9M |
| Dockside LLC | 2.29% | — | 36,957 | $8.9M |
| Van Eck Associates Corp. | 0.01% | Add +1.0% | 36,502 | $8.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.2% | 36,478 | $8.8M |
| Teacher Retirement System of Texas | 0.03% | Reduce -2.6% | 35,864 | $8.6M |
| Shay Capital LLC | 1.35% | Add +24.3% | 34,800 | $8.4M |
| Cerity Partners LLC | 0.01% | Add +66.7% | 33,945 | $8.2M |
| Oak Associates Ltd. | 0.48% | No change | 32,938 | $7.9M |
| Capital Fund Management S.A. | 0.07% | Reduce -47.1% | 32,824 | $7.9M |
| Marshall Wace, LLP | 0.01% | New | 32,614 | $7.9M |
| State of Wisconsin Investment Board | 0.02% | Reduce -5.0% | 32,283 | $7.8M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -77.8% | 30,709 | $7.4M |
| Mountain Pacific Investment Advisers LLC | 1.18% | Reduce -4.1% | 30,152 | $7.3M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -2.7% | 29,198 | $7.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +1350.4% | 28,979 | $7.0M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.1% | 28,228 | $6.8M |
| Vest Financial, LLC | 0.08% | Add +12.4% | 27,711 | $6.7M |
| WINTON GROUP Ltd | 0.23% | New | 27,577 | $6.6M |
| Pittenger & Anderson Inc. | 0.25% | No change | 27,385 | $6.6M |
| National Bank of Canada | 0.01% | Reduce -11.5% | 27,287 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -2.8% | 26,112 | $6.3M |
| Citigroup Inc. | 0.00% | Reduce -34.6% | 25,700 | $6.2M |
| Globeflex Capital L P | 0.94% | Add +6.9% | 25,518 | $6.1M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -1.4% | 25,391 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.1% | 23,493 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -78.4% | 23,257 | $5.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -6.7% | 22,473 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 22,451 | $5.4M |
| Toronto Dominion Bank | 0.01% | Reduce -24.5% | 22,325 | $5.4M |
| Systematic Financial Management LP | 0.12% | Add +15.1% | 21,996 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.2% | 21,799 | $5.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.25% | Add +2.9% | 21,754 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -6.2% | 21,693 | $5.2M |
| Dean Investment Associates, LLC | 0.75% | Add +1.9% | 21,676 | $5.2M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 21,229 | $5.1M |
| Hillsdale Investment Management Inc. | 0.14% | Add +394.7% | 20,680 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -72.4% | 20,482 | $4.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -27.0% | 18,994 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +2.3% | 18,844 | $4.5M |
| GHP Investment Advisors, Inc. | 0.19% | Add +2.3% | 18,751 | $4.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +69.8% | 18,924 | $4.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -34.8% | 17,894 | $4.3M |
| Leuthold Group, LLC | 0.45% | Add +0.2% | 17,403 | $4.2M |
| ProShare Advisors LLC | 0.01% | Add +0.3% | 17,064 | $4.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +19.7% | 16,606 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 16,423 | $4.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.6% | 16,297 | $3.9M |
| LBP Am SA | 0.05% | Reduce -60.9% | 16,150 | $3.9M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -0.3% | 15,875 | $3.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -9.0% | 15,280 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.4% | 15,244 | $3.7M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +22.7% | 15,225 | $3.7M |
| Credit Agricole S A | 0.01% | Add +16.5% | 14,969 | $3.6M |
| Handelsbanken Fonder AB | 0.01% | Reduce -10.2% | 14,900 | $3.6M |
| Creative Planning | 0.00% | Add +137.2% | 14,762 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.9% | 14,233 | $3.4M |
| Arizona State Retirement System | 0.02% | Reduce -6.2% | 14,078 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +11.0% | 13,918 | $3.4M |
| Czech National Bank | 0.02% | Add +3.0% | 13,206 | $3.2M |
| State of Michigan Retirement System | 0.02% | Reduce -4.4% | 13,067 | $3.1M |
| STRS Ohio | 0.01% | Add +972.1% | 12,994 | $3.1M |
| Public Sector Pension Investment Board | 0.01% | Add +17.5% | 12,790 | $3.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +3.8% | 12,358 | $3.0M |
| Natixis | 0.01% | Add +34.6% | 12,134 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 12,015 | $2.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +198.9% | 11,997 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -4.2% | 11,989 | $2.9M |
| Engineers Gate Manager LP | 0.03% | Add +44.1% | 11,789 | $2.8M |
| CIBC Asset Management Inc | 0.01% | Add +79.9% | 11,732 | $2.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.9% | 11,649 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.7% | 11,507 | $2.8M |
| New York Life Investment Management LLC | 0.02% | Reduce -4.7% | 11,342 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Add +19.3% | 11,260 | $2.7M |
| Dean Capital Management | 1.15% | Add +3.2% | 11,237 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.7% | 11,200 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | Reduce -53.2% | 11,188 | $2.7M |
| Tidal Investments LLC | 0.01% | Add +16.6% | 10,839 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +18.8% | 10,656 | $2.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.0% | 10,654 | $2.6M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -5.6% | 10,529 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -6.0% | 10,332 | $2.5M |
| Ethic Inc. | 0.04% | Add +7.9% | 10,244 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Add +8.8% | 10,150 | $2.5M |
| MUFG Securities EMEA plc | 0.03% | Add +943.5% | 10,080 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -12.5% | 9,902 | $2.4M |
| iSAM Funds (UK) Ltd | 0.86% | New | 9,891 | $2.4M |
| Annex Advisory Services, LLC | 0.05% | Add +28.7% | 9,818 | $2.4M |
| Mariner, LLC | 0.00% | Add +77.5% | 9,710 | $2.3M |
| Comerica Bank | 0.01% | Reduce -5.3% | 9,658 | $2.3M |
| Panagora Asset Management Inc. | 0.01% | Reduce -42.6% | 9,613 | $2.3M |
| New Age Alpha Advisors, LLC | 0.10% | Add +35088.9% | 9,501 | $2.3M |
| Accurate Wealth Management, LLC | 0.29% | Reduce -21.4% | 9,603 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +15.0% | 9,483 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -1.8% | 9,476 | $2.3M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -19.6% | 9,461 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 9,398 | $2.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.3% | 9,347 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -58.3% | 8,991 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 8,991 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.3% | 8,601 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +46.5% | 8,532 | $2.1M |
| Utah Retirement Systems | 0.02% | No change | 8,363 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -73.1% | 8,262 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +2.2% | 8,172 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +146.7% | 8,140 | $2.0M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -14.9% | 8,122 | $2.0M |
| Cascade Investment Advisors, Inc. | 1.13% | Add +2.2% | 7,984 | $1.9M |
| Stoneridge Investment Partners LLC | 1.34% | Add +29.9% | 7,967 | $1.9M |
| Daiwa Securities Group Inc. | 0.01% | Add +2.5% | 7,948 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +7.1% | 7,937 | $1.9M |
| Vise Technologies, Inc. | 0.04% | Add +13.1% | 7,901 | $1.9M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | — | 7,564 | $1.8M |
| Quadrature Capital Ltd | 0.02% | New | 7,497 | $1.8M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -83.9% | 7,315 | $1.8M |
| Dana Investment Advisors, Inc. | 0.05% | Add +6.8% | 7,080 | $1.7M |
| HRT Financial LP | 0.01% | Reduce -64.9% | 6,949 | $1.7M |
| Edmp, Inc. | 1.35% | Reduce -2.4% | 6,824 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 6,713 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 6,522 | $1.6M |
| Portfolio Design Labs, LLC | 0.25% | Add +1.9% | 6,249 | $1.5M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,353 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.7% | 5,685 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 5,664 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +13.2% | 5,654 | $1.4M |
| Entropy Technologies, LP | 0.07% | Add +5.7% | 5,490 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.2% | 5,647 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.7% | 5,378 | $1.3M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -89.4% | 5,370 | $1.3M |
| Ascent Group, LLC | 0.04% | Add +0.8% | 5,339 | $1.3M |
| Cibc World Markets Corp. | 0.01% | — | 5,230 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 5,217 | $1.3M |
| Wbi Investments, LLC | 0.33% | Add +106.5% | 5,182 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.5% | 5,061 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -23.0% | 5,040 | $1.2M |
| Storebrand Asset Management As | 0.00% | No change | 5,035 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -16.5% | 5,007 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.7% | 4,976 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Add +97.3% | 4,774 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +14.3% | 4,771 | $1.1M |
| Icon Advisers Inc. | 0.25% | No change | 4,742 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -70.6% | 4,706 | $1.1M |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -49.9% | 4,467 | $1.1M |
| Xponance LLC | 0.01% | Add +10.7% | 4,376 | $1.1M |
| M&T Bank Corp | 0.00% | Add +26.2% | 4,325 | $1.0M |
| Bank of Nova Scotia | 0.00% | Add +22.3% | 4,288 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.6% | 4,260 | $1.0M |
| Aigen Investment Management, LP | 0.23% | Reduce -70.6% | 4,113 | $991K |
| Empowered Funds, LLC | 0.02% | Add +24.1% | 4,106 | $989K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 4,089 | $985K |
| Swiss Life Asset Management Ltd | 0.00% | Add +77.4% | 4,026 | $970K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +16.2% | 4,002 | $964K |
| Versor Investments LP | 0.15% | Add +153.7% | 4,000 | $963K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +78.8% | 3,945 | $950K |
| Signaturefd, LLC | 0.01% | Reduce -8.6% | 3,911 | $942K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,907 | $941K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,876 | $934K |
| US Asset Management LLC | 0.74% | Reduce -0.8% | 3,779 | $910K |
| Mayport, LLC | 0.18% | No change | 3,626 | $873K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 3,518 | $847K |
| Focus Partners Wealth | 0.00% | Add +73.5% | 3,458 | $833K |
| Mizuho Securities USA LLC | 0.01% | Reduce -0.8% | 3,647 | $832K |
| Northwest & Ethical Investments L.P. | 0.02% | New | 3,400 | $823K |
| Capital Research Global Investors | 0.00% | Add +8.3% | 3,411 | $822K |
| Mirabella Financial Services LLP | 0.08% | New | 3,306 | $796K |
| NorthRock Partners, LLC | 0.01% | Reduce -18.6% | 3,212 | $774K |
| Tectonic Advisors LLC | 0.04% | Add +3.2% | 3,199 | $771K |
| Savant Capital, LLC | 0.00% | Add +2.8% | 3,175 | $765K |
| Norinchukin Bank, The | 0.01% | Add +7.1% | 3,078 | $741K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 3,004 | $724K |
| RBF Capital, LLC | 0.03% | No change | 3,000 | $723K |
| Holocene Advisors, LP | 0.00% | Reduce -7.7% | 2,980 | $718K |
| Hartford Investment Management Co. | 0.02% | Reduce -20.6% | 2,966 | $714K |
| Tobias Financial Advisors, Inc. | 0.10% | Add +141.3% | 2,958 | $712K |
| Aberdeen Group plc | 0.00% | Reduce -61.4% | 2,912 | $701K |
| Jane Street Group, LLC | 0.00% | Reduce -98.1% | 2,866 | $690K |
| Cambria Investment Management, L.P. | 0.04% | Add +7.1% | 2,849 | $686K |
| Wedge Capital Management L L P | 0.01% | Reduce -19.7% | 2,803 | $675K |
| Lido Advisors, LLC | 0.00% | Add +0.7% | 3,098 | $672K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.0% | 2,766 | $666K |
| Blair William & Co. | 0.00% | Reduce -16.4% | 2,696 | $649K |
| Meeder Advisory Services, Inc. | 0.03% | Add +79.0% | 2,686 | $647K |
| Aviva PLC | 0.00% | Add +3.6% | 2,672 | $644K |
| Nippon Life Global Investors Americas, Inc. | 0.03% | Reduce -55.6% | 2,640 | $636K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,600 | $626K |
| Glenmede Trust Co. NA | 0.00% | — | 2,519 | $607K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,506 | $604K |
| Blueshift Asset Management, LLC | 0.17% | New | 2,483 | $598K |
| Ameritas Advisory Services, LLC | 0.02% | Add +110.4% | 2,462 | $593K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.4% | 2,442 | $588K |
| State of Wyoming | 0.06% | Add +2219.1% | 2,435 | $586K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,431 | $586K |
| Asset Management Group, Inc. | 0.09% | Reduce -10.0% | 2,404 | $579K |
| Dakota Wealth Management | 0.01% | New | 2,388 | $575K |
| GoalFusion Wealth Management, LLC | 0.26% | No change | 2,374 | $572K |
| Employees Retirement System of Texas | 0.01% | No change | 2,370 | $571K |
| New Mexico Educational Retirement Board | 0.02% | No change | 2,311 | $557K |
| ING Groep NV | 0.00% | Reduce -2.2% | 2,311 | $557K |
| GAMMA Investing LLC | 0.03% | Add +47.3% | 2,254 | $543K |
| Valtrion Capital Management, LLC | 0.54% | Add +4.0% | 2,237 | $539K |
| Fifth Third Bancorp | 0.00% | Add +2.6% | 2,217 | $534K |
| denkapparat Operations GmbH | 0.29% | No change | 2,182 | $526K |
| Blackhawk Capital Partners, LLC | 0.20% | New | 2,168 | $522K |
| Optimize Financial Inc. | 0.26% | Add +1.3% | 2,163 | $521K |
| Bessemer Group Inc. | 0.00% | Reduce -16.2% | 2,152 | $518K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.1% | 2,145 | $517K |
| Macquarie Group Ltd. | 0.00% | Reduce -99.4% | 2,130 | $513K |
| Clearstead Advisors, LLC | 0.01% | Add +5.2% | 2,126 | $512K |
| Cwm, LLC | 0.00% | Add +6.2% | 2,127 | $512K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.4% | 2,108 | $508K |
| Cynosure Group, LLC | 0.05% | New | 2,091 | $504K |
| Martingale Asset Management L P | 0.01% | Reduce -7.5% | 2,082 | $501K |
| KBC Group NV | 0.00% | No change | 2,082 | $501K |
| iA Global Asset Management Inc. | 0.01% | Reduce -18.9% | 2,071 | $499K |
| &partners | 0.00% | New | 2,034 | $490K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,999 | $481K |
| US Bancorp \de | 0.00% | Add +5.6% | 1,997 | $481K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.2% | 1,993 | $480K |
| Jump Financial, LLC | 0.01% | New | 1,966 | $474K |
| Graham Capital Management, L.P. | 0.02% | Add +8.4% | 1,934 | $466K |
| United Capital Financial Advisors, LLC | 0.00% | Add +13.8% | 1,934 | $466K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 1,925 | $464K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +6.3% | 1,918 | $462K |
| Forum Financial Management, LP | 0.01% | No change | 1,916 | $461K |
| AlphaCore Capital LLC | 0.01% | Add +18.7% | 1,909 | $460K |
| Empirical Finance, LLC | 0.02% | Reduce -3.8% | 1,903 | $458K |
| Syon Capital LLC | 0.02% | Add +24.9% | 1,890 | $455K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.1% | 1,888 | $455K |
| Asset Management One Co., Ltd. | 0.00% | Add +3.8% | 1,880 | $454K |
| DRW Securities, LLC | 0.03% | Reduce -16.2% | 1,875 | $452K |
| Commerce Bank | 0.00% | Reduce -1.9% | 1,846 | $445K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +14.4% | 1,830 | $441K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.1% | 1,812 | $436K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -41.7% | 1,765 | $425K |
| North Dakota State Investment Board | 0.02% | — | 1,738 | $419K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.3% | 1,693 | $408K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +91.0% | 1,687 | $406K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -3.0% | 1,686 | $406K |
| Fieldview Capital Management, LLC | 0.07% | New | 1,654 | $398K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.1% | 1,651 | $398K |
| World Investment Advisors | 0.01% | Add +21.2% | 1,644 | $396K |
| Compound Planning, Inc. | 0.01% | Add +14.2% | 1,621 | $390K |
| Arax Advisory Partners | 0.01% | Add +41.5% | 1,619 | $390K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -0.4% | 1,600 | $385K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -1.4% | 1,586 | $382K |
| McElhenny Sheffield Capital Management, LLC | 0.09% | Reduce -0.1% | 1,581 | $381K |
| Quarry LP | 0.06% | Add +1300.0% | 1,568 | $378K |
| Nomura Holdings Inc. | 0.00% | Add +27.9% | 1,551 | $374K |
| BCS Private Wealth Management, Inc. | 0.13% | New | 1,547 | $373K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +4.3% | 1,541 | $371K |
| Quadrant Capital Group LLC | 0.01% | Add +0.2% | 1,491 | $359K |
| Blue Trust, Inc. | 0.00% | Add +2.8% | 1,485 | $358K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.4% | 1,477 | $356K |
| First Financial Bankshares Inc | 0.01% | Reduce -28.1% | 1,465 | $353K |
| Korea Investment CORP | 0.00% | No change | 1,455 | $350K |
| HB Wealth Management, LLC | 0.00% | Add +17.2% | 1,435 | $346K |
| Merit Financial Group, LLC | 0.00% | Add +7.8% | 1,419 | $342K |
| DGS Capital Management, LLC | 0.06% | New | 1,414 | $341K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.4% | 1,374 | $331K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +25.6% | 1,364 | $329K |
| Securian Asset Management, Inc. | 0.01% | Reduce -42.9% | 1,355 | $326K |
| Vident Advisory, LLC | 0.00% | Add +7.0% | 1,355 | $326K |
| Mufg Securities Americas Inc. | 0.02% | Reduce -0.9% | 1,349 | $325K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 1,345 | $324K |
| Squarepoint Ops LLC | 0.00% | Reduce -98.1% | 1,335 | $322K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.9% | 1,315 | $317K |
| Wealthfront Advisers LLC | 0.00% | Add +16.9% | 1,301 | $313K |
| C M Bidwell & Associates Ltd. | 0.15% | Reduce -4.1% | 1,297 | $312K |
| V-Square Quantitative Management LLC | 0.03% | New | 1,286 | $310K |
| Burney Co./ | 0.01% | No change | 1,285 | $309K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 1,283 | $309K |
| Regions Financial Corp. | 0.00% | Add +6.1% | 1,274 | $307K |
| JMN Financial LLC | 0.30% | — | 1,265 | $305K |
| AlphaQuest LLC | 0.02% | Add +101.8% | 1,251 | $301K |
| TD Private Client Wealth LLC | 0.01% | Add +8.0% | 1,227 | $296K |
| Ramirez Asset Management, Inc. | 0.04% | No change | 1,180 | $284K |
| Callan Family Office, LLC | 0.01% | Add +25.8% | 1,180 | $284K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,176 | $283K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.2% | 1,160 | $280K |
| Sax Wealth Advisors, LLC | 0.01% | New | 1,155 | $278K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.9% | 1,142 | $275K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.3% | 1,201 | $274K |
| Csenge Advisory Group | 0.01% | Add +0.4% | 1,137 | $274K |
| Abacus Wealth Partners, LLC | 0.03% | New | 1,127 | $271K |
| Catalyst Financial Partners LLC | 0.03% | Add +0.4% | 1,113 | $268K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,110 | $267K |
| NDVR, Inc. | 0.22% | Reduce -5.9% | 1,096 | $264K |
| LRI Investments, LLC | 0.02% | No change | 1,092 | $263K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 1,084 | $262K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -13.0% | 1,085 | $261K |
| Certuity, LLC | 0.02% | No change | 1,079 | $260K |
| Metis Global Partners, LLC | 0.01% | Reduce -5.5% | 1,074 | $259K |
| Global Retirement Partners, LLC | 0.00% | Add +17.3% | 1,069 | $257K |
| CX Institutional | 0.01% | Add +36.0% | 1,069 | $257K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.4% | 1,064 | $256K |
| Atria Investments, Inc | 0.00% | Add +2.4% | 1,053 | $254K |
| Calamos Wealth Management LLC | 0.01% | Reduce -0.8% | 1,052 | $253K |
| Patton Fund Management, Inc. | 0.03% | Reduce -9.4% | 1,045 | $252K |
| Prelude Capital Management, LLC | 0.02% | Reduce -16.4% | 1,012 | $244K |
| WBH Advisory Inc. | 0.02% | No change | 1,000 | $241K |
| Danske Bank A/S | 0.00% | Reduce -85.1% | 1,000 | $241K |
| Ballast Advisors LLC | 0.07% | No change | 988 | $238K |
| Aaron Wealth Advisors LLC | 0.01% | New | 980 | $236K |
| NEOS Investment Management LLC | 0.00% | Reduce -0.2% | 966 | $233K |
| Hilltop National Bank | 0.06% | New | 963 | $232K |
| WCM Investment Management, LLC | 0.00% | New | 936 | $227K |
| Innova Wealth Partners | 0.11% | New | 940 | $226K |
| 111 Capital | 0.05% | Reduce -23.4% | 929 | $224K |
| Apollon Wealth Management, LLC | 0.00% | New | 927 | $223K |
| Sage Mountain Advisors LLC | 0.01% | New | 924 | $222K |
| Fox Run Management, L.L.C. | 0.03% | New | 918 | $221K |
| Ballentine Partners, LLC | 0.00% | New | 905 | $218K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.8% | 905 | $218K |
| Ewa, LLC | 0.05% | New | 904 | $218K |
| SOL Capital Management CO | 0.02% | New | 900 | $217K |
| Crestmont Private Wealth LLC | 0.07% | New | 896 | $216K |
| HM Payson & Co. | 0.00% | No change | 881 | $212K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -13.9% | 857 | $206K |
| Great Lakes Advisors, LLC | 0.00% | New | 833 | $201K |
| Horizon Investments, LLC | 0.00% | Add +2.9% | 812 | $196K |
| Canada Post Corp Registered Pension Plan | 0.01% | Add +52.3% | 786 | $189K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 723 | $174K |
| Kestra Advisory Services, LLC | 0.00% | New | 675 | $163K |
| EFG International AG | 0.00% | — | 665 | $160K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +25.9% | 661 | $160K |
| Bullock Wealth Management Group | 0.08% | — | 661 | $159K |
| Vestcor Inc | 0.00% | Reduce -78.7% | 662 | $159K |
| USA Financial Formulas | 0.02% | Reduce -36.4% | 551 | $133K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.5% | 524 | $126K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -5.6% | 510 | $123K |
| Atlas Capital Advisors Inc. | 0.01% | — | 461 | $111K |
| Quent Capital, LLC | 0.01% | No change | 429 | $103K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.1% | 384 | $92K |
| Brown Brothers Harriman & Co. | 0.00% | Add +199.2% | 371 | $89K |
| Assetmark, Inc. | 0.00% | Add +38.0% | 363 | $87K |
| Covestor Ltd | 0.04% | Reduce -37.3% | 358 | $86K |
| Acadian Asset Management LLC | 0.00% | No change | 337 | $81K |
| Parallel Advisors, LLC | 0.00% | Add +197.2% | 318 | $77K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -8.7% | 295 | $71K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +366.7% | 252 | $61K |
| Ameriflex Group, Inc. | 0.03% | Reduce -50.0% | 235 | $57K |
| Zions Bancorporation, National Association | 0.00% | No change | 232 | $56K |
| Tema ETFs LLC | 0.00% | New | 227 | $55K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.1% | 216 | $52K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -5.9% | 208 | $50K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -2.9% | 202 | $49K |
| DV Trading LLC | 0.00% | — | 200 | $48K |
| Root Financial Partners, LLC | 0.00% | Add +24.5% | 193 | $46K |
| REAP Financial Group, LLC | 0.01% | Add +16.1% | 187 | $45K |
| Laurel Wealth Advisors LLC | 0.01% | New | 181 | $44K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +16.1% | 180 | $43K |
| MAI Capital Management | 0.00% | Reduce -30.6% | 177 | $43K |
| Greenline Wealth Management LLC | 0.04% | — | 170 | $41K |
| Cromwell Holdings LLC | 0.02% | No change | 166 | $40K |
| UMB Bank, n.a. | 0.00% | No change | 161 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.4% | 154 | $37K |
| CYBER HORNET ETFs LLC | 0.02% | Add +2.7% | 150 | $36K |
| Park Square Financial Group, LLC | 0.21% | Add +205.4% | 168 | $36K |
| Sentry Investment Management LLC | 0.02% | No change | 141 | $34K |
| Versant Capital Management, Inc | 0.00% | Add +4.0% | 131 | $32K |
| Allworth Financial LP | 0.00% | Add +11.1% | 130 | $31K |
| Concord Wealth Partners | 0.00% | No change | 125 | $30K |
| Ancora Advisors LLC | 0.00% | New | 121 | $29K |
| Montag A & Associates Inc. | 0.00% | New | 117 | $28K |
| Raleigh Capital Management Inc. | 0.01% | No change | 113 | $27K |
| Private Trust Co. NA | 0.00% | Add +26.8% | 104 | $25K |
| Strive Financial Group ,LLC | 0.01% | — | 101 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 99 | $24K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 96 | $23K |
| Smithfield Trust Co | 0.00% | No change | 95 | $22K |
| Wellington-Altus USA Inc. | 0.02% | — | 88 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 84 | $20K |
| Elyxium Wealth, LLC | 0.01% | New | 82 | $20K |
| Grove Bank & Trust | 0.00% | Add +127.3% | 75 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 75 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -76.6% | 75 | $18K |
| Summit Securities Group LLC | 0.00% | Reduce -13.9% | 74 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +29.1% | 71 | $17K |
| DV Equities, LLC | 0.00% | — | 70 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +17.9% | 66 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +18.2% | 65 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +37.8% | 62 | $15K |
| Copia Wealth Management | 0.01% | No change | 62 | $15K |
| Cetera Trust Company, N.A | 0.01% | No change | 60 | $14K |
| Manchester Capital Management LLC | 0.00% | Add +141.7% | 58 | $14K |
| Arlington Trust Co LLC | 0.00% | New | 57 | $14K |
| Basepoint Wealth LLC | 0.01% | New | 54 | $13K |
| Richardson Financial Services Inc. | 0.00% | Reduce -7.0% | 53 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +26.8% | 52 | $13K |
| Sunrise Financial Services, LLC | 0.01% | — | 50 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +34.2% | 51 | $12K |
| Lodestone Wealth Management LLC | 0.00% | New | 48 | $12K |
| Fortitude Family Office, LLC | 0.00% | Reduce -2.0% | 48 | $12K |
| Huntington National Bank | 0.00% | Reduce -2.2% | 45 | $11K |
| 1015 Capital Partners, LLC | 0.01% | — | 42 | $10K |
| Quattro Advisors LLC | 0.01% | — | 42 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -2.4% | 40 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -45.6% | 37 | $9K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 45 | $9K |
| Rothschild Investment LLC | 0.00% | Add +362.5% | 37 | $9K |
| Signature Equity Partners, LLC | 0.00% | — | 37 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 36 | $9K |
| Alerus Financial NA | 0.00% | No change | 35 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 30 | $7K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 31 | $7K |
| Addison Advisors LLC | 0.00% | Add +33.3% | 28 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 27 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 25 | $6K |
| Valley National Advisers Inc. | 0.00% | Add +3.7% | 28 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 24 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 24 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 22 | $5K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 17 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $4K |
| Larson Financial Group LLC | 0.00% | Add +14.3% | 16 | $4K |
| Maseco LLP | 0.00% | No change | 16 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 15 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 14 | $3K |
| Clearstead Trust, LLC | 0.00% | Add +366.7% | 14 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -7.1% | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 13 | $3K |
| SouthState Bank Corp | 0.00% | Add +160.0% | 13 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 12 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 12 | $3K |
| IMA Advisory Services, Inc. | 0.00% | New | 12 | $3K |
| Spire Wealth Management | 0.00% | No change | 12 | $3K |
| Howard Hughes Medical Institute | 0.00% | No change | 11 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 11 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 10 | $2K |
| Sachetta, LLC | 0.00% | No change | 10 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +125.0% | 9 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 8 | $2K |
| Legacy Bridge, LLC | 0.00% | New | 8 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +60.0% | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 7 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 7 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 7 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -12.5% | 7 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 6 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 6 | $1K |
| ORG Partners LLC | 0.00% | Add +50.0% | 6 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +50.0% | 6 | $1K |
| Kilter Group LLC | 0.00% | Add +400.0% | 5 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $1K |
| Optima Capital LLC | 0.00% | New | 5 | $1K |
| Investors Portfolio Services LLC | 0.00% | — | 5 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 5 | $1K |
| Ares Financial Consulting, LLC | 0.00% | — | 4 | $963 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -99.5% | 4 | $963 |
| Trust Co. of Vermont | 0.00% | New | 4 | $963 |
| Cornerstone Financial Management LLC | 0.00% | — | 3 | $723 |
| United Community Bank | 0.00% | Reduce -62.5% | 3 | $723 |
| Motco | 0.00% | No change | 3 | $723 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 3 | $723 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $723 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 3 | $722 |
| Anfield Capital Management, LLC | 0.00% | No change | 2 | $482 |
| WestEnd Advisors, LLC | 0.00% | Add +100.0% | 2 | $482 |
| Essential Partners LLC | 0.00% | No change | 1 | $243 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $241 |
| Elevation Wealth Partners, LLC | 0.00% | New | 1 | $241 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 1 | $241 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1 | $241 |
| Y.D. More Investments Ltd | 0.00% | Reduce -7.7% | 36 | $27 |
"% of holder's portfolio" is AIZ's weight in each manager's 13F, not the share of Assurant Inc. the manager owns.