AssurantAIZ
13F holders, Q1 2026 (March 31)586holders +20
76new positions
53sold out
7famous investors
$217.75avg. 13F price*
At the end of Q1 2026, 586 institutions reported holding Assurant Inc. (AIZ) in their 13F filings, up 20 from Q4 2025. 76 opened new positions and 53 sold out. The largest holders were Bank of New York Mellon Corp ($1.0B), BlackRock, Inc. ($859.5M) and T. Rowe Price Investment Management, Inc. ($712.7M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Assurant Inc.
- Sector
- Finance
- CUSIP
- 04621X108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $81.7M |
| Exits | 53 | $119.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,920,860 shares bought and 3,166,804 shares sold, net −245,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 586 holders
| Bank of New York Mellon Corp | 0.19% | Reduce -4.4% | 4,816,951 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -0.8% | 3,945,876 | $859.5M |
| T. Rowe Price Investment Management, Inc. | 0.49% | Reduce -9.7% | 3,272,043 | $712.7M |
| Vanguard Capital Management LLC | 0.02% | — | 3,243,504 | $706.5M |
| Vanguard Portfolio Management LLC | 0.03% | — | 3,008,137 | $655.2M |
| State Street Corp. | 0.02% | Reduce -1.6% | 2,531,416 | $551.4M |
| Geode Capital Management, LLC | 0.02% | Add +2.5% | 1,406,786 | $305.9M |
| Invesco Ltd. | 0.03% | Add +14.9% | 1,226,447 | $267.1M |
| T. Rowe Price Associates Inc. | 0.03% | Add +7.8% | 1,146,514 | $249.7M |
| Dimensional Fund Advisors LP | 0.05% | Add +22.4% | 1,125,406 | $245.1M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -3.5% | 922,421 | $200.9M |
| Voya Investment Management LLC | 0.22% | Add +46.9% | 834,121 | $181.2M |
| FMR LLC | 0.01% | Reduce -43.3% | 750,361 | $163.4M |
| Fuller & Thaler Asset Management, Inc. | 0.51% | Reduce 0.0% | 697,535 | $151.9M |
| Morgan Stanley | 0.01% | Add +2.6% | 656,985 | $143.1M |
| Nordea Investment Management AB | 0.13% | Add +13.1% | 661,921 | $142.0M |
| First Trust Advisors LP | 0.10% | Add +9.2% | 632,896 | $137.9M |
| Lyrical Asset Management LP | 2.03% | Reduce -8.2% | 612,104 | $133.3M |
| Northern Trust Corp. | 0.01% | Reduce -17.8% | 512,825 | $111.7M |
| Schroder Investment Management Group | 0.09% | Add +12.6% | 499,734 | $108.8M |
| Qube Research & Technologies Ltd | 0.15% | Add +18.8% | 486,578 | $106.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.9% | 466,506 | $101.6M |
| Wellington Management Group LLP | 0.02% | Add +10.6% | 462,519 | $100.7M |
| FIL Ltd | 0.08% | Reduce -8.7% | 456,359 | $99.4M |
| First Manhattan Co. Llc. | 0.25% | Reduce -1.5% | 408,589 | $89.0M |
| Gillson Capital LP | 7.02% | Add +0.7% | 393,016 | $85.6M |
| Bank of America Corp. | 0.01% | Add +1.3% | 361,210 | $78.7M |
| Woodline Partners LP | 0.29% | Add +254.2% | 356,532 | $77.7M |
| Adage Capital Partners Gp, L.L.C. | 0.12% | Add +43.5% | 344,640 | $75.1M |
| Jupiter Asset Management Ltd. | 0.38% | Reduce -5.9% | 328,630 | $71.6M |
| Nomura Asset Management International Inc. | 0.12% | Reduce -8.0% | 321,135 | $69.9M |
| Deutsche Bank AG | 0.02% | Reduce -18.3% | 320,199 | $69.7M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 281,617 | $61.3M |
| Millennium Management | 0.04% | Reduce -19.4% | 259,560 | $56.5M |
| GW&K Investment Management, LLC | 0.49% | Reduce -2.5% | 253,068 | $55.1M |
| TD Asset Management Inc | 0.04% | Reduce -20.1% | 251,887 | $54.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.8% | 217,441 | $47.4M |
| AQR Capital Management | 0.02% | Add +106.5% | 212,830 | $46.2M |
| American Century Companies Inc. | 0.02% | Add +18.1% | 190,999 | $41.6M |
| Clark Capital Management Group, Inc. | 0.23% | Reduce -44.9% | 172,329 | $37.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.3% | 169,899 | $37.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +67.2% | 158,906 | $34.6M |
| Victory Capital Management Inc. | 0.02% | Add +10.7% | 153,781 | $33.5M |
| Amundi | 0.01% | Add +96.2% | 151,136 | $32.9M |
| PFA Pension, Forsikringsaktieselskab | 0.10% | No change | 149,485 | $32.6M |
| Allianz Asset Management GmbH | 0.04% | Add +177.4% | 146,740 | $32.0M |
| Prudential Financial Inc. | 0.04% | Reduce -18.3% | 143,262 | $31.2M |
| UBS Group AG | 0.01% | Add +18.9% | 138,271 | $30.1M |
| Jain Global LLC | 0.41% | New | 137,217 | $29.9M |
| California Public Employees Retirement System | 0.02% | Reduce -7.0% | 132,402 | $28.8M |
| Nuveen, LLC | 0.01% | Add +1.3% | 126,869 | $27.6M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -33.2% | 124,241 | $27.1M |
| Lord, Abbett & Co. LLC | 0.09% | Add +5.3% | 120,750 | $26.3M |
| Deprince Race & Zollo Inc. | 0.50% | Reduce -0.2% | 120,545 | $26.3M |
| JPMorgan Chase & Co. | 0.00% | Add +13.7% | 119,178 | $25.8M |
| Prana Capital Management, LP | 0.78% | New | 117,528 | $25.6M |
| Federated Hermes, Inc. | 0.04% | Reduce -2.0% | 113,033 | $24.6M |
| Barclays PLC | 0.01% | Reduce -26.5% | 111,956 | $24.4M |
| Vanguard Global Advisers, LLC | 0.01% | — | 108,058 | $23.5M |
| Calamos Advisors LLC | 0.12% | Add +1.5% | 107,355 | $23.4M |
| Rhumbline Advisers | 0.02% | Add +1.0% | 105,962 | $23.1M |
| Oberweis Asset Management Inc./ | 0.66% | Add +23.3% | 102,300 | $22.3M |
| Gotham Asset Management | 0.07% | Add +27.0% | 101,095 | $22.0M |
| Marshall Wace, LLP | 0.02% | Add +206.3% | 99,888 | $21.8M |
| Swiss National Bank | 0.01% | Reduce -0.5% | 99,000 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.6% | 98,353 | $21.4M |
| Valley Wealth Managers, Inc. | 1.36% | Add +0.1% | 96,859 | $21.1M |
| Citadel Advisors | 0.02% | Add +369.0% | 96,059 | $20.9M |
| Picton Mahoney Asset Management | 0.21% | Add +1.1% | 92,412 | $20.1M |
| Kennedy Capital Management LLC | 0.39% | Add +1.5% | 84,649 | $18.4M |
| Sei Investments Co. | 0.02% | Add +30.7% | 80,774 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +17.2% | 79,737 | $17.4M |
| Legal & General Group Plc | 0.00% | Reduce -11.3% | 78,125 | $17.0M |
| Schonfeld Strategic Advisors LLC | 0.14% | Add +8.5% | 77,616 | $16.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +0.4% | 77,350 | $16.8M |
| Quantinno Capital Management LP | 0.03% | Add +83.7% | 74,826 | $16.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.1% | 65,655 | $15.8M |
| HSBC Holdings PLC | 0.01% | Reduce -8.6% | 72,632 | $15.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -38.8% | 72,124 | $15.7M |
| Zacks Investment Management | 0.12% | Add +1.0% | 70,545 | $15.4M |
| Principal Financial Group Inc. | 0.01% | Add +18.2% | 66,882 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 64,117 | $14.0M |
| Shay Capital LLC | 1.92% | Add +78.2% | 62,000 | $13.5M |
| California State Teachers Retirement System | 0.01% | Add +23.1% | 58,828 | $12.8M |
| Los Angeles Capital Management LLC | 0.05% | Reduce -17.8% | 57,446 | $12.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +1.4% | 57,339 | $12.5M |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 52,116 | $11.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +0.9% | 50,953 | $11.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.5% | 50,279 | $11.0M |
| Balyasny Asset Management L.P. | 0.02% | Add +61.3% | 49,517 | $10.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +2.8% | 45,977 | $9.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 44,979 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.5% | 44,542 | $9.7M |
| Thornburg Investment Management Inc. | 0.10% | Reduce -3.9% | 44,316 | $9.7M |
| Lazard Asset Management LLC | 0.02% | Add +130.7% | 43,809 | $9.5M |
| Bank of Montreal | 0.00% | Reduce -7.6% | 43,586 | $9.5M |
| Canada Pension Plan Investment Board | 0.01% | Add +8.3% | 43,064 | $9.4M |
| Citigroup Inc. | 0.01% | Add +65.8% | 42,617 | $9.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -62.7% | 42,590 | $9.3M |
| Teacher Retirement System of Texas | 0.04% | Add +16.7% | 41,844 | $9.1M |
| Boston Partners | 0.01% | Reduce -10.1% | 40,939 | $8.9M |
| Van Eck Associates Corp. | 0.01% | Add +3.7% | 37,854 | $8.2M |
| Engineers Gate Manager LP | 0.10% | Add +220.5% | 37,786 | $8.2M |
| New York State Common Retirement Fund | 0.01% | No change | 37,148 | $8.1M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 37,128 | $8.1M |
| Franklin Resources Inc. | 0.00% | Add +349.4% | 36,726 | $8.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -61.9% | 35,193 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 35,110 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Add +7.3% | 34,654 | $7.5M |
| LPL Financial LLC | 0.00% | Reduce -19.6% | 34,077 | $7.4M |
| Man Group plc | 0.02% | Reduce -36.2% | 33,749 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -1.7% | 33,361 | $7.3M |
| Oak Associates Ltd. | 0.48% | No change | 32,938 | $7.2M |
| Corient Private Wealth LP | 0.01% | Add +25.8% | 32,843 | $7.1M |
| Vest Financial, LLC | 0.08% | Add +13.8% | 31,550 | $6.9M |
| Voloridge Investment Management, LLC | 0.03% | Add +469.4% | 30,574 | $6.7M |
| Guggenheim Capital LLC | 0.05% | Reduce -26.7% | 29,433 | $6.4M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -0.4% | 28,121 | $6.1M |
| Mountain Pacific Investment Advisers LLC | 1.04% | Reduce -7.7% | 27,817 | $6.1M |
| Pittenger & Anderson Inc. | 0.24% | Add +1.5% | 27,805 | $6.1M |
| Tudor Investment Corporation | 0.03% | New | 27,654 | $6.0M |
| Dividend Assets Capital, LLC | 1.15% | Reduce -34.1% | 26,507 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.8% | 25,573 | $5.6M |
| Globeflex Capital L P | 0.84% | No change | 25,518 | $5.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -2.1% | 24,845 | $5.4M |
| Susquehanna Fundamental Investments, LLC | 0.20% | Add +119.3% | 24,692 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.9% | 23,514 | $5.1M |
| National Bank of Canada | 0.01% | Reduce -14.0% | 23,476 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +394.8% | 23,286 | $5.1M |
| Credit Agricole S A | 0.02% | Add +50.7% | 22,559 | $4.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.6% | 22,349 | $4.9M |
| Dean Investment Associates, LLC | 0.68% | Add +2.6% | 22,237 | $4.8M |
| Hillsdale Investment Management Inc. | 0.13% | Add +6.8% | 22,080 | $4.8M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 21,931 | $4.8M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 21,693 | $4.7M |
| Systematic Financial Management LP | 0.11% | Reduce -2.5% | 21,456 | $4.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 21,359 | $4.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -12.2% | 20,419 | $4.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +22.9% | 20,403 | $4.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 18,924 | $4.1M |
| GHP Investment Advisors, Inc. | 0.17% | Reduce -1.4% | 18,488 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +2.5% | 18,335 | $4.0M |
| Illinois Municipal Retirement Fund | 0.05% | Add +12.9% | 17,917 | $3.9M |
| Leuthold Group, LLC | 0.41% | Add +1.8% | 17,723 | $3.9M |
| Creative Planning | 0.00% | Add +17.9% | 17,409 | $3.8M |
| SG Americas Securities, LLC | 0.00% | Reduce -72.7% | 16,965 | $3.7M |
| STRS Ohio | 0.01% | Add +28.5% | 16,693 | $3.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 16,614 | $3.6M |
| ProShare Advisors LLC | 0.01% | Reduce -3.3% | 16,502 | $3.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 16,297 | $3.5M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 16,227 | $3.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.2% | 15,731 | $3.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +0.3% | 15,273 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +9.6% | 15,249 | $3.3M |
| Handelsbanken Fonder AB | 0.01% | Add +0.7% | 15,000 | $3.3M |
| Capital Fund Management S.A. | 0.03% | Reduce -55.2% | 14,698 | $3.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.16% | Reduce -32.9% | 14,601 | $3.2M |
| LBP Am SA | 0.04% | Reduce -11.6% | 14,279 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.0% | 14,228 | $3.1M |
| Public Sector Pension Investment Board | 0.01% | Add +11.4% | 14,247 | $3.1M |
| Quadrature Capital Ltd | 0.04% | Add +87.0% | 14,021 | $3.1M |
| Arizona State Retirement System | 0.02% | Reduce -2.3% | 13,757 | $3.0M |
| Czech National Bank | 0.02% | Add +3.3% | 13,639 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +375.3% | 13,623 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -11.2% | 13,534 | $2.9M |
| Cetera Investment Advisers | 0.00% | Reduce -28.7% | 13,439 | $2.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +63.9% | 13,340 | $2.9M |
| Toronto Dominion Bank | 0.01% | Reduce -41.0% | 13,167 | $2.9M |
| State of Michigan Retirement System | 0.01% | No change | 13,067 | $2.8M |
| Assenagon Asset Management S.A. | 0.00% | Add +77.7% | 13,000 | $2.8M |
| New York Life Investment Management LLC | 0.02% | Add +14.5% | 12,988 | $2.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +15.2% | 12,900 | $2.8M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 12,605 | $2.7M |
| Natixis | 0.01% | Add +1.6% | 12,334 | $2.7M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -1.1% | 12,222 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -20.3% | 12,175 | $2.7M |
| Ethic Inc. | 0.04% | Add +18.4% | 12,132 | $2.6M |
| State of Alaska, Department of Revenue | 0.03% | No change | 11,989 | $2.6M |
| CIBC Asset Management Inc | 0.01% | Add +0.2% | 11,756 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.9% | 11,708 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.6% | 11,697 | $2.5M |
| Fifth Third Bancorp | 0.00% | Add +426.5% | 11,672 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 11,666 | $2.5M |
| Dean Capital Management | 1.01% | No change | 11,237 | $2.4M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 11,188 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.7% | 11,131 | $2.4M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.2% | 10,635 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +76.9% | 10,021 | $2.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.8% | 9,985 | $2.2M |
| Annex Advisory Services, LLC | 0.04% | Add +0.0% | 9,819 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +6.8% | 9,603 | $2.1M |
| Amalgamated Bank | 0.02% | Add +0.9% | 9,562 | $2.1M |
| Xponance LLC | 0.01% | Add +113.8% | 9,357 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -5.7% | 9,336 | $2.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -8.6% | 9,278 | $2.0M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | Add +22.1% | 9,235 | $2.0M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -2.4% | 9,231 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.0% | 9,208 | $2.0M |
| New Age Alpha Advisors, LLC | 0.09% | Reduce -3.5% | 9,169 | $2.0M |
| Bridgewater Associates | 0.01% | Reduce -83.3% | 8,966 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -1.4% | 8,867 | $1.9M |
| Vise Technologies, Inc. | 0.04% | No change | 7,901 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +4007.9% | 8,873 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 8,606 | $1.9M |
| Nissay Asset Management Corp. /Japan | 0.01% | No change | 8,532 | $1.9M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -20.4% | 8,385 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 8,356 | $1.8M |
| Utah Retirement Systems | 0.02% | Reduce -1.6% | 8,227 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | Reduce -14.9% | 8,177 | $1.8M |
| Cascade Investment Advisors, Inc. | 1.04% | Add +0.8% | 8,049 | $1.8M |
| Capital Research Global Investors | 0.00% | Add +133.7% | 7,970 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -6.7% | 7,582 | $1.7M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,353 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -22.4% | 7,357 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -92.8% | 7,352 | $1.6M |
| Landscape Capital Management, L.L.C. | 0.10% | Add +434.4% | 7,188 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | No change | 7,080 | $1.5M |
| Havemeyer Place LP | 0.18% | New | 7,016 | $1.5M |
| Blueshift Asset Management, LLC | 0.46% | Add +181.6% | 6,993 | $1.5M |
| Accurate Wealth Management, LLC | 0.18% | Reduce -28.6% | 6,860 | $1.5M |
| Edmp, Inc. | 1.20% | No change | 6,824 | $1.5M |
| NEOS Investment Management LLC | 0.01% | Add +600.2% | 6,764 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 6,715 | $1.5M |
| Allstate Corp. | 0.02% | New | 6,635 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | New | 6,593 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.2% | 6,536 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.5% | 6,225 | $1.4M |
| Stoneridge Investment Partners LLC | 0.94% | Reduce -25.5% | 5,935 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -27.3% | 5,769 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.9% | 5,739 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +18.7% | 5,665 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.4% | 5,512 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.9% | 5,327 | $1.2M |
| Holocene Advisors, LP | 0.00% | Add +76.4% | 5,256 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +4.5% | 5,232 | $1.1M |
| Storebrand Asset Management As | 0.00% | No change | 5,035 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.6% | 4,897 | $1.1M |
| Icon Advisers Inc. | 0.24% | No change | 4,742 | $1.0M |
| iSAM Funds (UK) Ltd | 0.50% | Reduce -52.8% | 4,667 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +13.9% | 4,657 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +15.5% | 4,650 | $1.0M |
| Danske Bank A/S | 0.00% | Add +361.8% | 4,618 | $1.0M |
| Portfolio Design Labs, LLC | 0.17% | Reduce -28.3% | 4,481 | $976K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.8% | 4,338 | $945K |
| Focus Partners Wealth | 0.00% | Add +24.5% | 4,305 | $938K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -48.6% | 4,082 | $889K |
| Ascent Group, LLC | 0.03% | Reduce -24.3% | 4,043 | $881K |
| M&T Bank Corp | 0.00% | Reduce -6.8% | 4,032 | $879K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,907 | $851K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +14.7% | 3,900 | $850K |
| Brevan Howard Capital Management LP | 0.01% | New | 3,890 | $847K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,876 | $844K |
| US Asset Management LLC | 0.71% | Add +0.2% | 3,787 | $825K |
| Signaturefd, LLC | 0.01% | Reduce -4.0% | 3,756 | $818K |
| Tidal Investments LLC | 0.00% | Reduce -65.5% | 3,736 | $814K |
| Mayport, LLC | 0.15% | No change | 3,626 | $790K |
| Principal Securities, Inc. | 0.01% | Reduce -36.0% | 3,617 | $788K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Add +1.2% | 3,559 | $775K |
| Machina Capital S.A.S. | 0.15% | New | 3,511 | $765K |
| Bank of Nova Scotia | 0.00% | Reduce -21.2% | 3,378 | $736K |
| Glenmede Trust Co. NA | 0.00% | Add +32.8% | 3,345 | $729K |
| Nippon Life Global Investors Americas, Inc. | 0.03% | Add +26.5% | 3,340 | $727K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +20.4% | 3,331 | $726K |
| Tectonic Advisors LLC | 0.04% | Add +2.2% | 3,268 | $712K |
| Cambria Investment Management, L.P. | 0.04% | Add +13.4% | 3,232 | $704K |
| Inceptionr LLC | 0.17% | New | 3,216 | $700K |
| Savant Capital, LLC | 0.00% | Add +1.1% | 3,209 | $699K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.0% | 3,202 | $697K |
| Summit Trail Advisors, LLC | 0.01% | Add +81.1% | 3,196 | $696K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -89.1% | 3,151 | $686K |
| Norinchukin Bank, The | 0.01% | Reduce -0.3% | 3,070 | $669K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 3,058 | $666K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.9% | 3,056 | $666K |
| Mizuho Securities USA LLC | 0.02% | Reduce -17.0% | 3,028 | $660K |
| RBF Capital, LLC | 0.03% | No change | 3,000 | $653K |
| Wbi Investments, LLC | 0.18% | Reduce -42.4% | 2,986 | $650K |
| Millington Securities, LLC | 0.18% | — | 2,986 | $650K |
| Lido Advisors, LLC | 0.00% | Reduce -5.4% | 2,930 | $638K |
| Hartford Investment Management Co. | 0.02% | Reduce -2.3% | 2,899 | $631K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -29.0% | 2,800 | $610K |
| Commerce Bank | 0.00% | Add +49.6% | 2,761 | $601K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -77.4% | 2,706 | $589K |
| Graham Capital Management, L.P. | 0.03% | Add +35.6% | 2,622 | $571K |
| Aberdeen Group plc | 0.00% | Reduce -10.3% | 2,611 | $569K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,600 | $566K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.6% | 2,596 | $565K |
| Tobias Financial Advisors, Inc. | 0.08% | Reduce -14.5% | 2,529 | $551K |
| Impact Partnership Wealth, LLC | 0.07% | New | 2,520 | $549K |
| Pacer Advisors, Inc. | 0.00% | Reduce -50.6% | 2,498 | $544K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -8.9% | 2,447 | $533K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,431 | $529K |
| GAMMA Investing LLC | 0.02% | Add +7.5% | 2,422 | $528K |
| Syon Capital LLC | 0.03% | Add +27.8% | 2,415 | $526K |
| Bessemer Group Inc. | 0.00% | Add +12.2% | 2,414 | $526K |
| GoalFusion Wealth Management, LLC | 0.23% | No change | 2,374 | $517K |
| Employees Retirement System of Texas | 0.01% | No change | 2,370 | $516K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.07% | New | 2,366 | $515K |
| iA Global Asset Management Inc. | 0.01% | Add +14.2% | 2,364 | $515K |
| Blair William & Co. | 0.00% | Reduce -12.8% | 2,350 | $512K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +21.1% | 2,323 | $506K |
| New Mexico Educational Retirement Board | 0.02% | No change | 2,311 | $503K |
| ING Groep NV | 0.00% | Reduce -1.6% | 2,275 | $496K |
| DNB Asset Management AS | 0.00% | New | 2,270 | $494K |
| AE Wealth Management LLC | 0.00% | New | 2,243 | $489K |
| KBC Group NV | 0.00% | Add +7.3% | 2,233 | $486K |
| Vestcor Inc | 0.01% | Add +236.7% | 2,229 | $485K |
| Blackhawk Capital Partners, LLC | 0.18% | Add +2.5% | 2,223 | $484K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.3% | 2,215 | $482K |
| Mirabella Financial Services LLP | 0.05% | Reduce -33.3% | 2,205 | $480K |
| denkapparat Operations GmbH | 0.20% | No change | 2,182 | $475K |
| Valtrion Capital Management, LLC | 0.45% | Reduce -3.0% | 2,170 | $473K |
| Asset Management Group, Inc. | 0.08% | Reduce -10.0% | 2,164 | $471K |
| Optimize Financial Inc. | 0.23% | Reduce -1.2% | 2,137 | $465K |
| &partners | 0.00% | Add +4.9% | 2,133 | $465K |
| Cibc World Market Inc. | 0.00% | New | 2,108 | $459K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 2,100 | $457K |
| Empower Advisory Group, LLC | 0.00% | Reduce -56.4% | 2,083 | $454K |
| MUFG Securities EMEA plc | 0.01% | Reduce -79.6% | 2,053 | $447K |
| Lecap Asset Management Ltd. | 0.17% | New | 2,041 | $445K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +124.5% | 2,032 | $443K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.1% | 2,017 | $439K |
| Ritholtz Wealth Management | 0.01% | Add +4.3% | 1,970 | $429K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.4% | 1,961 | $427K |
| OMERS ADMINISTRATION Corp | 0.00% | No change | 1,925 | $419K |
| Empirical Finance, LLC | 0.02% | Reduce -0.2% | 1,900 | $414K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.8% | 1,897 | $413K |
| AlphaGrep UK Ltd | 0.12% | New | 1,894 | $413K |
| US Bancorp \de | 0.00% | Reduce -5.9% | 1,879 | $409K |
| Fieldview Capital Management, LLC | 0.12% | Add +11.6% | 1,846 | $402K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -2.0% | 1,842 | $401K |
| AlphaCore Capital LLC | 0.01% | Reduce -4.1% | 1,830 | $399K |
| Kentucky Retirement Systems | 0.03% | New | 6,004 | $398K |
| Qsemble Capital Management, LP | 0.03% | New | 1,772 | $386K |
| Aigen Investment Management, LP | 0.10% | Reduce -57.2% | 1,759 | $383K |
| Compound Planning, Inc. | 0.01% | Add +6.9% | 1,733 | $377K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +4.0% | 1,717 | $374K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.3% | 1,674 | $365K |
| Macquarie Group Ltd. | 0.00% | Reduce -22.4% | 1,654 | $360K |
| Ifrah Financial Services, Inc. | 0.09% | Reduce -2.3% | 1,647 | $359K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -22.7% | 1,630 | $355K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +26.9% | 1,628 | $355K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.2% | 1,603 | $349K |
| BCS Private Wealth Management, Inc. | 0.11% | Add +3.6% | 1,602 | $349K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.3% | 1,590 | $346K |
| R Squared Ltd | 0.19% | New | 1,589 | $346K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -13.7% | 1,579 | $344K |
| Waverly Advisors, LLC | 0.00% | New | 1,562 | $340K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -0.3% | 1,537 | $335K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +12.1% | 1,529 | $333K |
| Wedge Capital Management L L P | 0.01% | Reduce -45.7% | 1,521 | $331K |
| Vident Advisory, LLC | 0.00% | Add +9.7% | 1,486 | $324K |
| North Dakota State Investment Board | 0.01% | Reduce -14.7% | 1,482 | $323K |
| Gateway Investment Advisers LLC | 0.00% | New | 1,468 | $320K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +5.9% | 1,455 | $317K |
| Korea Investment CORP | 0.00% | No change | 1,455 | $317K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | Reduce -8.8% | 1,442 | $314K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -42.4% | 1,418 | $309K |
| Wealthfront Advisers LLC | 0.00% | Add +8.7% | 1,414 | $308K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.0% | 1,390 | $303K |
| Mufg Securities Americas Inc. | 0.02% | Add +2.7% | 1,386 | $302K |
| Prelude Capital Management, LLC | 0.02% | Add +36.0% | 1,376 | $300K |
| MQS Management LLC | 0.20% | New | 1,372 | $299K |
| Crestmont Private Wealth LLC | 0.09% | Add +52.1% | 1,363 | $297K |
| Blue Trust, Inc. | 0.00% | Reduce -8.6% | 1,357 | $296K |
| Polymer Capital Management (US) LLC | 0.04% | New | 1,355 | $295K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,355 | $295K |
| Martingale Asset Management L P | 0.01% | Reduce -35.1% | 1,352 | $294K |
| Praxis Investment Management Inc. | 0.02% | New | 1,350 | $294K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.7% | 1,349 | $292K |
| Squarepoint Ops LLC | 0.00% | Reduce -0.3% | 1,331 | $290K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -21.3% | 1,328 | $289K |
| Arax Advisory Partners | 0.01% | Reduce -18.8% | 1,314 | $287K |
| Nomura Holdings Inc. | 0.00% | Reduce -15.5% | 1,311 | $286K |
| Brooklyn Investment Group | 0.01% | New | 1,310 | $285K |
| Stifel Financial Corp. | 0.00% | Reduce -75.0% | 1,303 | $284K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -39.3% | 1,303 | $284K |
| HB Wealth Management, LLC | 0.00% | Reduce -9.3% | 1,301 | $283K |
| C M Bidwell & Associates Ltd. | 0.13% | Reduce -0.6% | 1,289 | $281K |
| V-Square Quantitative Management LLC | 0.03% | No change | 1,286 | $280K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 1,155 | $278K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 1,235 | $269K |
| TD Private Client Wealth LLC | 0.01% | Add +0.1% | 1,228 | $267K |
| Quadrant Capital Group LLC | 0.01% | Reduce -18.2% | 1,220 | $266K |
| Regions Financial Corp. | 0.00% | Reduce -5.1% | 1,209 | $263K |
| Exchange Traded Concepts, LLC | 0.00% | Add +10.9% | 1,203 | $262K |
| First Financial Bankshares Inc | 0.01% | Reduce -18.7% | 1,191 | $259K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,180 | $257K |
| XTX Topco Ltd | 0.00% | New | 1,178 | $257K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,176 | $256K |
| Callan Family Office, LLC | 0.01% | Reduce -1.9% | 1,157 | $252K |
| Gateway Wealth Partners, LLC | 0.01% | New | 1,154 | $251K |
| Abacus Wealth Partners, LLC | 0.02% | Add +2.3% | 1,153 | $251K |
| WCM Investment Management, LLC | 0.00% | Add +22.0% | 1,142 | $247K |
| Catalyst Financial Partners LLC | 0.03% | Add +1.2% | 1,126 | $245K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,126 | $245K |
| Claro Advisors Inc. | 0.03% | New | 1,118 | $244K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,110 | $242K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,103 | $240K |
| LRI Investments, LLC | 0.02% | Reduce -1.1% | 1,080 | $235K |
| Scientech Research LLC | 0.20% | New | 1,078 | $235K |
| Calamos Wealth Management LLC | 0.01% | Add +2.1% | 1,074 | $234K |
| Cresset Asset Management, LLC | 0.00% | Add +0.2% | 1,066 | $232K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -11.5% | 1,063 | $231K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,059 | $231K |
| SageView Advisory Group, LLC | 0.01% | Reduce -9.4% | 1,051 | $229K |
| Patton Fund Management, Inc. | 0.04% | No change | 1,045 | $228K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -4.4% | 1,036 | $225K |
| CX Institutional | 0.01% | Reduce -5.7% | 1,008 | $219K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.6% | 1,005 | $219K |
| WBH Advisory Inc. | 0.02% | No change | 1,000 | $216K |
| Chicago Partners Investment Group LLC | 0.00% | New | 944 | $216K |
| CenterBook Partners LP | 0.01% | New | 991 | $216K |
| Hilltop National Bank | 0.05% | Add +2.5% | 987 | $215K |
| Atria Investments, Inc | 0.00% | Reduce -7.3% | 976 | $213K |
| Metis Global Partners, LLC | 0.01% | Reduce -11.7% | 948 | $206K |
| 111 Capital | 0.05% | Add +1.8% | 946 | $206K |
| Innova Wealth Partners | 0.10% | No change | 940 | $205K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -4.8% | 933 | $203K |
| CreativeOne Wealth, LLC | 0.00% | New | 932 | $203K |
| HM Payson & Co. | 0.00% | No change | 881 | $192K |
| Certuity, LLC | 0.01% | Reduce -18.4% | 880 | $192K |
| Horizon Investments, LLC | 0.00% | Add +4.2% | 846 | $184K |
| Ballast Advisors LLC | 0.05% | Reduce -20.2% | 788 | $172K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 786 | $171K |
| Advisory Services Network, LLC | 0.00% | New | 660 | $144K |
| Bullock Wealth Management Group | 0.07% | No change | 661 | $143K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 661 | $143K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +14.5% | 600 | $131K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -17.0% | 600 | $131K |
| TopTier Wealth Management, LLC | 0.08% | New | 569 | $124K |
| Quent Capital, LLC | 0.01% | Add +20.8% | 518 | $113K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 510 | $111K |
| Brown Brothers Harriman & Co. | 0.00% | Add +34.0% | 497 | $108K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 461 | $100K |
| Credit Industriel Et Commercial | 0.02% | New | 450 | $98K |
| Assetmark, Inc. | 0.00% | Add +19.8% | 435 | $95K |
| USA Financial Formulas | 0.02% | Reduce -22.7% | 426 | $93K |
| Mather Group, Llc. | 0.00% | New | 411 | $90K |
| Ancora Advisors LLC | 0.00% | Add +226.4% | 395 | $86K |
| Parallel Advisors, LLC | 0.00% | Add +21.4% | 386 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.5% | 340 | $74K |
| Acadian Asset Management LLC | 0.00% | No change | 337 | $73K |
| MAI Capital Management | 0.00% | Add +88.7% | 334 | $73K |
| Covestor Ltd | 0.05% | Reduce -7.3% | 332 | $72K |
| Harbour Investments, Inc. | 0.00% | Add +360.6% | 304 | $66K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.4% | 299 | $65K |
| State of Wyoming | 0.01% | Reduce -88.3% | 284 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +52.2% | 274 | $60K |
| Versant Capital Management, Inc | 0.01% | Add +87.8% | 246 | $54K |
| Root Financial Partners, LLC | 0.00% | Add +27.5% | 246 | $54K |
| Allworth Financial LP | 0.00% | Add +83.1% | 238 | $52K |
| Ameriflex Group, Inc. | 0.03% | No change | 235 | $51K |
| Tema ETFs LLC | 0.00% | No change | 227 | $49K |
| Quarry LP | 0.01% | Reduce -86.2% | 216 | $47K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.9% | 200 | $44K |
| REAP Financial Group, LLC | 0.01% | Add +4.3% | 195 | $43K |
| Wellington-Altus USA Inc. | 0.03% | Add +79.5% | 158 | $42K |
| Cromwell Holdings LLC | 0.02% | No change | 166 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.3% | 159 | $34K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -8.7% | 137 | $30K |
| Zions Bancorporation, National Association | 0.00% | Reduce -42.2% | 134 | $29K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -34.2% | 133 | $29K |
| UMB Bank, n.a. | 0.00% | Reduce -27.3% | 117 | $25K |
| Strive Financial Group ,LLC | 0.01% | Add +14.8% | 116 | $25K |
| Raleigh Capital Management Inc. | 0.01% | No change | 113 | $25K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +107.7% | 108 | $24K |
| JPL Wealth Management, LLC | 0.01% | New | 102 | $22K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 99 | $22K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +1.0% | 97 | $21K |
| Smithfield Trust Co | 0.00% | No change | 95 | $21K |
| EFG International AG | 0.00% | Reduce -86.9% | 87 | $19K |
| CVA Family Office, LLC | 0.00% | New | 83 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +60.8% | 82 | $18K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -6.0% | 79 | $17K |
| Grove Bank & Trust | 0.00% | No change | 75 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 75 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 75 | $16K |
| Arlington Trust Co LLC | 0.00% | Add +22.8% | 70 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.0% | 66 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 65 | $14K |
| Copia Wealth Management | 0.01% | No change | 62 | $14K |
| Fortitude Family Office, LLC | 0.00% | Add +27.1% | 61 | $13K |
| Cetera Trust Company, N.A | 0.01% | No change | 60 | $13K |
| Aventura Private Wealth, LLC | 0.00% | New | 60 | $13K |
| Huntington National Bank | 0.00% | Add +31.1% | 59 | $13K |
| Manchester Capital Management LLC | 0.00% | No change | 58 | $13K |
| Accordant Advisory Group Inc | 0.01% | New | 56 | $12K |
| Sunrise Financial Services, LLC | 0.01% | No change | 50 | $11K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 50 | $11K |
| Lodestone Wealth Management LLC | 0.00% | No change | 48 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +56.7% | 47 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 46 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -27.4% | 45 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.5% | 41 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -58.6% | 43 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | Add +2.7% | 38 | $8K |
| Signature Equity Partners, LLC | 0.00% | No change | 37 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 36 | $8K |
| Alerus Financial NA | 0.00% | No change | 35 | $8K |
| Larson Financial Group LLC | 0.00% | Add +112.5% | 34 | $8K |
| Eldridge Investment Advisors, Inc. | 0.00% | New | 32 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +900.0% | 30 | $7K |
| Basepoint Wealth LLC | 0.00% | Reduce -46.3% | 29 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 28 | $6K |
| Richardson Financial Services Inc. | 0.00% | Reduce -49.1% | 27 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 27 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -27.0% | 27 | $6K |
| POM Investment Strategies, LLC | 0.01% | New | 26 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | New | 26 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 26 | $6K |
| True Wealth Design, LLC | 0.00% | Add +92.3% | 25 | $5K |
| Marquette Asset Management, LLC | 0.00% | Add +108.3% | 25 | $5K |
| United Financial Planning Group LLC | 0.00% | New | 25 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 25 | $5K |
| MV Capital Management, Inc. | 0.00% | No change | 24 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 24 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 24 | $5K |
| Addison Advisors LLC | 0.00% | Reduce -17.9% | 23 | $5K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 22 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 22 | $5K |
| Whipplewood Advisors, LLC | 0.00% | New | 22 | $5K |
| Destiny Wealth Partners, LLC | 0.00% | New | 19 | $4K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 17 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 17 | $4K |
| Maseco LLP | 0.00% | No change | 16 | $4K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 16 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 15 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 15 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 14 | $3K |
| Burk Holdings LLC | 0.00% | New | 14 | $3K |
| Kilter Group LLC | 0.00% | Add +160.0% | 13 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 12 | $3K |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 12 | $3K |
| Spire Wealth Management | 0.00% | No change | 12 | $3K |
| IMA Advisory Services, Inc. | 0.00% | No change | 12 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | Add +1000.0% | 11 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +57.1% | 11 | $2K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 10 | $2K |
| Sachetta, LLC | 0.00% | No change | 10 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 10 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +25.0% | 10 | $2K |
| Park Square Financial Group, LLC | 0.02% | Reduce -94.0% | 10 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 8 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Add +14.3% | 8 | $2K |
| SHP Wealth Management | 0.00% | New | 8 | $2K |
| Summit Securities Group LLC | 0.00% | Reduce -89.2% | 8 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 7 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 7 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $1K |
| Clayton Financial Group LLC | 0.00% | No change | 6 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 6 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 6 | $1K |
| SouthState Bank Corp | 0.00% | Reduce -61.5% | 5 | $1K |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -28.6% | 5 | $1K |
| Essential Partners LLC | 0.00% | Add +300.0% | 4 | $873 |
| CENTRAL TRUST Co | 0.00% | Reduce -69.2% | 4 | $872 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 4 | $871 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $871 |
| Ares Financial Consulting, LLC | 0.00% | No change | 4 | $865 |
| Rossby Financial, LCC | 0.00% | Reduce -42.9% | 4 | $865 |
| Investors Portfolio Services LLC | 0.00% | Reduce -40.0% | 3 | $725 |
| Cornerstone Financial Management LLC | 0.00% | No change | 3 | $653 |
| Networth Advisors, LLC | 0.00% | New | 3 | $653 |
| Key Capital Management, INC | 0.00% | New | 3 | $653 |
| United Community Bank | 0.00% | No change | 3 | $653 |
| Synergy Investment Management, LLC | 0.00% | New | 3 | $653 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $653 |
| Portus Wealth Advisors, LLC | 0.00% | New | 2 | $436 |
| Anfield Capital Management, LLC | 0.00% | No change | 2 | $436 |
| Curio Wealth, LLC | 0.00% | New | 2 | $436 |
| WestEnd Advisors, LLC | 0.00% | No change | 2 | $436 |
| MidFirst Bank | 0.00% | New | 2 | $436 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1 | $229 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $218 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $218 |
| Clearstead Trust, LLC | 0.00% | Reduce -92.9% | 1 | $218 |
| Bogart Wealth, LLC | 0.00% | New | 1 | $218 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $218 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1 | $218 |
| Napier Financial, LLC | 0.00% | New | 1 | $218 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 1 | $218 |
| Y.D. More Investments Ltd | 0.00% | Reduce -11.1% | 32 | $22 |
"% of holder's portfolio" is AIZ's weight in each manager's 13F, not the share of Assurant Inc. the manager owns.