AssurantAIZ
13F holders, Q2 2026 (June 30)613holders +27
87new positions
65sold out
7famous investors
$268.44avg. 13F price*
At the end of Q2 2026, 613 institutions reported holding Assurant Inc. (AIZ) in their 13F filings, up 27 from Q1 2026. 87 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($1.3B), Bank of New York Mellon Corp ($1.3B) and Vanguard Capital Management LLC ($869.2M). 7 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Assurant Inc.
- Sector
- Finance
- CUSIP
- 04621X108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $57.0M |
| Exits | 65 | $91.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,294,169 shares bought and 3,432,758 shares sold, net +861,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 613 holders
| BlackRock, Inc. | 0.02% | Add +27.0% | 5,009,537 | $1.3B |
| Bank of New York Mellon Corp | 0.21% | Reduce -1.9% | 4,727,930 | $1.3B |
| Vanguard Capital Management LLC | 0.02% | Reduce -0.2% | 3,236,936 | $869.2M |
| Vanguard Portfolio Management LLC | 0.03% | Reduce -5.7% | 2,836,307 | $761.6M |
| State Street Corp. | 0.02% | Add +0.4% | 2,541,897 | $682.6M |
| T. Rowe Price Investment Management, Inc. | 0.43% | Reduce -25.8% | 2,427,220 | $651.8M |
| Geode Capital Management, LLC | 0.02% | Add +0.7% | 1,417,209 | $379.9M |
| Invesco Ltd. | 0.03% | Add +0.0% | 1,226,729 | $329.4M |
| Dimensional Fund Advisors LP | 0.06% | Add +6.6% | 1,199,305 | $322.0M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -0.3% | 1,143,631 | $307.1M |
| Bank of America Corp. | 0.02% | Add +178.0% | 1,004,116 | $269.6M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -0.2% | 920,398 | $247.2M |
| Fuller & Thaler Asset Management, Inc. | 0.66% | Add +28.5% | 896,364 | $240.7M |
| Morgan Stanley | 0.01% | Add +18.3% | 777,257 | $208.7M |
| Voya Investment Management LLC | 0.20% | Reduce -9.6% | 754,475 | $202.1M |
| FMR LLC | 0.01% | Reduce -8.1% | 689,904 | $185.3M |
| Norges Bank | 0.02% | — | 651,725 | $175.0M |
| First Trust Advisors LP | 0.10% | Reduce -3.2% | 612,525 | $164.5M |
| Lyrical Asset Management LP | 1.99% | Reduce -4.8% | 582,803 | $156.5M |
| Schroder Investment Management Group | 0.10% | Add +9.8% | 548,785 | $147.4M |
| Nordea Investment Management AB | 0.11% | Reduce -22.6% | 512,613 | $138.0M |
| Northern Trust Corp. | 0.02% | Reduce -1.8% | 503,434 | $135.2M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +200.2% | 477,030 | $128.1M |
| Qube Research & Technologies Ltd | 0.14% | Reduce -4.3% | 465,890 | $125.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.3% | 465,243 | $124.9M |
| Gillson Capital LP | 7.35% | Add +18.2% | 464,516 | $124.7M |
| FIL Ltd | 0.08% | Reduce -9.2% | 414,275 | $111.2M |
| First Manhattan Co. Llc. | 0.28% | Reduce -0.7% | 405,627 | $108.9M |
| Woodline Partners LP | 0.32% | Add +9.5% | 390,528 | $104.9M |
| Wellington Management Group LLP | 0.02% | Reduce -25.4% | 345,193 | $92.7M |
| Jupiter Asset Management Ltd. | 0.44% | Reduce -0.3% | 327,512 | $87.9M |
| Nomura Asset Management International Inc. | 0.13% | Reduce -3.9% | 308,532 | $82.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +38.0% | 299,973 | $80.6M |
| Deutsche Bank AG | 0.02% | Reduce -10.8% | 285,698 | $76.7M |
| Vanguard Fiduciary Trust Co. | 0.02% | Reduce -1.3% | 277,979 | $74.6M |
| Clark Capital Management Group, Inc. | 0.36% | Add +42.8% | 246,107 | $66.1M |
| Two Sigma Investments, LP | 0.05% | Add +582.5% | 240,181 | $64.5M |
| American Century Companies Inc. | 0.03% | Add +24.8% | 238,400 | $64.0M |
| GW&K Investment Management, LLC | 0.50% | Reduce -6.0% | 237,825 | $63.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +127.3% | 223,542 | $60.0M |
| TD Asset Management Inc | 0.05% | Reduce -16.4% | 210,486 | $56.5M |
| UBS Group AG | 0.01% | Add +46.5% | 202,606 | $54.4M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -46.6% | 184,140 | $49.4M |
| AQR Capital Management | 0.02% | Reduce -14.4% | 182,192 | $48.8M |
| Victory Capital Management Inc. | 0.03% | Add +12.7% | 173,323 | $46.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.1% | 170,055 | $45.7M |
| JPMorgan Chase & Co. | 0.00% | Add +23.2% | 146,874 | $40.0M |
| Millennium Management | 0.03% | Reduce -43.7% | 146,019 | $39.2M |
| Gotham Asset Management | 0.09% | Add +38.3% | 139,773 | $37.5M |
| D. E. Shaw & Co. | 0.02% | Add +213.4% | 133,460 | $35.8M |
| Citigroup Inc. | 0.02% | Add +209.8% | 132,025 | $35.5M |
| Nuveen, LLC | 0.01% | Add +1.4% | 128,615 | $34.5M |
| Oberweis Asset Management Inc./ | 0.68% | Add +19.4% | 122,100 | $32.8M |
| Deprince Race & Zollo Inc. | 0.54% | Reduce -0.7% | 119,647 | $32.1M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -1.2% | 119,330 | $32.0M |
| Amundi | 0.01% | Reduce -23.9% | 115,053 | $30.9M |
| Picton Mahoney Asset Management | 0.28% | Add +21.3% | 112,130 | $30.1M |
| Calamos Advisors LLC | 0.15% | Reduce -1.9% | 105,285 | $28.3M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -3.5% | 104,242 | $28.0M |
| California Public Employees Retirement System | 0.02% | Reduce -21.3% | 104,171 | $28.0M |
| Swiss National Bank | 0.01% | Add +0.7% | 99,700 | $26.8M |
| Quantinno Capital Management LP | 0.03% | Add +31.8% | 98,589 | $26.5M |
| Rhumbline Advisers | 0.02% | Reduce -7.0% | 98,556 | $26.5M |
| Valley Wealth Managers, Inc. | 1.53% | Add +1.5% | 98,305 | $26.4M |
| BNP Paribas Financial Markets | 0.01% | Add +34.8% | 97,194 | $26.1M |
| Wells Fargo & Company | 0.00% | Add +342.0% | 96,943 | $26.0M |
| Royal Bank of Canada | 0.00% | Add +12.4% | 89,591 | $24.1M |
| Jane Street Group, LLC | 0.02% | Add +557.5% | 89,564 | $24.1M |
| Federated Hermes, Inc. | 0.03% | Reduce -20.9% | 89,389 | $24.0M |
| Kennedy Capital Management LLC | 0.42% | Add +5.4% | 89,235 | $24.0M |
| Allianz Asset Management GmbH | 0.02% | Reduce -40.3% | 87,631 | $23.5M |
| Prudential Financial Inc. | 0.03% | Reduce -39.2% | 87,101 | $23.4M |
| Barclays PLC | 0.01% | Reduce -24.7% | 84,349 | $22.7M |
| Balyasny Asset Management L.P. | 0.04% | Add +64.9% | 81,669 | $21.9M |
| Marshall Wace, LLP | 0.02% | Reduce -20.6% | 79,270 | $21.3M |
| Legal & General Group Plc | 0.00% | Add +0.6% | 78,597 | $21.1M |
| HSBC Holdings PLC | 0.01% | Add +5.1% | 76,366 | $20.5M |
| Jain Global LLC | 0.25% | Reduce -46.4% | 73,506 | $19.7M |
| Zacks Investment Management | 0.14% | Add +2.0% | 71,968 | $19.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.5% | 64,561 | $17.3M |
| Schonfeld Strategic Advisors LLC | 0.09% | Reduce -17.0% | 64,439 | $17.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +10.6% | 63,392 | $17.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -21.0% | 61,126 | $16.3M |
| Raymond James Financial Inc. | 0.00% | Add +11.9% | 58,342 | $15.7M |
| Bank of Montreal | 0.01% | Add +32.8% | 57,891 | $15.5M |
| Sei Investments Co. | 0.01% | Reduce -28.7% | 57,625 | $15.5M |
| California State Teachers Retirement System | 0.01% | Reduce -2.1% | 57,569 | $15.5M |
| LPL Financial LLC | 0.00% | Add +51.3% | 51,548 | $13.8M |
| Boston Partners | 0.01% | Add +24.6% | 50,999 | $13.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +7.3% | 48,248 | $13.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -6.0% | 47,920 | $12.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.3% | 46,003 | $12.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -10.8% | 44,829 | $12.0M |
| Susquehanna Fundamental Investments, LLC | 0.23% | Add +81.0% | 44,688 | $12.0M |
| Panagora Asset Management Inc. | 0.04% | Add +439.1% | 44,078 | $11.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -7.0% | 42,744 | $11.7M |
| Dockside LLC | 2.74% | — | 43,551 | $11.7M |
| Lazard Asset Management LLC | 0.02% | Reduce -2.2% | 42,859 | $11.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -22.1% | 51,148 | $11.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -11.4% | 39,445 | $10.6M |
| Van Eck Associates Corp. | 0.01% | Add +1.3% | 38,356 | $10.3M |
| Azora Capital LP | 0.43% | New | 38,009 | $10.2M |
| Credit Agricole S A | 0.02% | Add +60.9% | 36,297 | $9.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.3% | 35,918 | $9.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.1% | 35,853 | $9.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -4.1% | 35,615 | $9.6M |
| Franklin Resources Inc. | 0.00% | Reduce -5.3% | 34,777 | $9.3M |
| Bridgewater Associates | 0.04% | Add +287.1% | 34,707 | $9.3M |
| Trexquant Investment LP | 0.06% | New | 34,133 | $9.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -4.3% | 33,159 | $8.9M |
| Teacher Retirement System of Texas | 0.02% | Reduce -21.2% | 32,984 | $8.9M |
| Oak Associates Ltd. | 0.49% | No change | 32,938 | $8.8M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -24.8% | 32,400 | $8.7M |
| Vest Financial, LLC | 0.09% | Add +0.3% | 31,635 | $8.5M |
| Shay Capital LLC | 0.89% | Reduce -51.6% | 30,000 | $8.1M |
| Ofi Invest Asset Management | 0.08% | New | 34,000 | $8.0M |
| Cerity Partners LLC | 0.01% | Reduce -11.1% | 29,675 | $8.0M |
| Pittenger & Anderson Inc. | 0.27% | Add +1.9% | 28,338 | $7.6M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -1.2% | 27,776 | $7.5M |
| Systematic Financial Management LP | 0.15% | Add +28.0% | 27,466 | $7.4M |
| Man Group plc | 0.01% | Reduce -18.9% | 27,353 | $7.3M |
| Mountain Pacific Investment Advisers LLC | 1.15% | Reduce -2.3% | 27,173 | $7.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.0% | 25,824 | $6.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -79.3% | 25,726 | $6.9M |
| Globeflex Capital L P | 0.87% | Reduce -0.3% | 25,435 | $6.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.8% | 24,879 | $6.7M |
| Guggenheim Capital LLC | 0.04% | Reduce -16.9% | 24,453 | $6.6M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -3.5% | 23,974 | $6.4M |
| Creative Planning | 0.00% | Add +35.3% | 23,551 | $6.3M |
| Hillsdale Investment Management Inc. | 0.14% | Add +3.1% | 22,760 | $6.1M |
| Dean Investment Associates, LLC | 0.80% | Add +1.8% | 22,644 | $6.1M |
| Jupiter Topco LLC | 0.00% | — | 22,349 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +17.9% | 21,615 | $5.8M |
| Citadel Advisors | 0.00% | Reduce -77.8% | 21,371 | $5.7M |
| State of Tennessee, Department of Treasury | 0.02% | Add +12.2% | 21,230 | $5.7M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -1.3% | 21,089 | $5.7M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -3.1% | 21,027 | $5.6M |
| Park Avenue Securities LLC | 0.04% | Add +262.8% | 20,932 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +55.3% | 20,869 | $5.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 20,403 | $5.5M |
| MML Investors Services, LLC | 0.01% | Add +174.1% | 20,168 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -38.7% | 20,120 | $5.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.8% | 19,853 | $5.3M |
| Dividend Assets Capital, LLC | 1.02% | Reduce -25.9% | 19,633 | $5.3M |
| Edgestream Partners, L.P. | 0.15% | New | 19,275 | $5.2M |
| GHP Investment Advisors, Inc. | 0.19% | Add +2.5% | 18,958 | $5.1M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -67.2% | 18,863 | $5.1M |
| LBP Am SA | 0.05% | Add +30.1% | 18,580 | $5.0M |
| Danske Bank A/S | 0.01% | Add +298.4% | 18,400 | $4.9M |
| National Bank of Canada | 0.00% | Reduce -22.8% | 18,136 | $4.9M |
| SG Americas Securities, LLC | 0.00% | Add +3.5% | 17,567 | $4.7M |
| STRS Ohio | 0.02% | Add +1.3% | 16,917 | $4.5M |
| Leuthold Group, LLC | 0.45% | Reduce -5.0% | 16,846 | $4.5M |
| ProShare Advisors LLC | 0.01% | Reduce -0.5% | 16,428 | $4.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 16,297 | $4.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +6.6% | 16,253 | $4.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -30.5% | 16,193 | $4.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +3.5% | 15,810 | $4.2M |
| Illinois Municipal Retirement Fund | 0.05% | Reduce -12.2% | 15,731 | $4.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.6% | 15,324 | $4.1M |
| Handelsbanken Fonder AB | 0.01% | No change | 15,000 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.4% | 14,859 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +18.5% | 14,432 | $3.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.17% | Reduce -1.9% | 14,327 | $3.8M |
| Public Sector Pension Investment Board | 0.01% | Reduce -0.5% | 14,182 | $3.8M |
| Czech National Bank | 0.02% | Add +3.4% | 14,103 | $3.8M |
| Squarepoint Ops LLC | 0.01% | Add +956.7% | 14,065 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +23.6% | 13,752 | $3.7M |
| Arizona State Retirement System | 0.02% | Reduce -0.3% | 13,714 | $3.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +6.2% | 13,700 | $3.7M |
| Truist Financial Corp. | 0.00% | Add +40.4% | 13,479 | $3.6M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -19.3% | 13,401 | $3.6M |
| Ethic Inc. | 0.04% | Add +8.6% | 13,169 | $3.5M |
| New York Life Investment Management LLC | 0.02% | Add +1.4% | 13,168 | $3.5M |
| Quadrature Capital Ltd | 0.03% | Reduce -7.6% | 12,951 | $3.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +2.1% | 12,872 | $3.5M |
| State of Michigan Retirement System | 0.02% | Reduce -3.1% | 12,667 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -8.4% | 12,397 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +40.2% | 12,440 | $3.3M |
| XTX Topco Ltd | 0.04% | Add +899.1% | 11,770 | $3.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.1% | 11,334 | $3.0M |
| Dean Capital Management | 1.09% | No change | 11,237 | $3.0M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | No change | 11,188 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -7.3% | 11,118 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -6.2% | 10,944 | $2.9M |
| CIBC Asset Management Inc | 0.01% | Reduce -7.3% | 10,899 | $2.9M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -11.2% | 10,853 | $2.9M |
| Fifth Third Bancorp | 0.00% | Reduce -7.8% | 10,760 | $2.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.7% | 10,552 | $2.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -2.1% | 10,407 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -12.6% | 10,234 | $2.7M |
| Annex Advisory Services, LLC | 0.04% | Reduce -0.1% | 9,812 | $2.6M |
| Capital Research Global Investors | 0.00% | Add +19.7% | 9,539 | $2.6M |
| Toronto Dominion Bank | 0.00% | Reduce -27.6% | 9,534 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 9,495 | $2.5M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | No change | 9,235 | $2.5M |
| Xponance LLC | 0.02% | Reduce -1.9% | 9,178 | $2.5M |
| Vise Technologies, Inc. | 0.03% | Add +12.9% | 8,922 | $2.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -5.1% | 8,861 | $2.4M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -32.3% | 8,807 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.4% | 8,644 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.11% | New | 8,632 | $2.3M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -6.9% | 8,596 | $2.3M |
| Amalgamated Bank | 0.02% | Reduce -10.3% | 8,578 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -5.6% | 8,369 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Reduce -11.9% | 8,169 | $2.2M |
| RBF Capital, LLC | 0.09% | Add +166.7% | 8,000 | $2.1M |
| Cascade Investment Advisors, Inc. | 1.17% | Reduce -0.7% | 7,994 | $2.1M |
| NEOS Investment Management LLC | 0.01% | Add +14.1% | 7,719 | $2.1M |
| Utah Retirement Systems | 0.02% | Reduce -8.6% | 7,517 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -25.1% | 7,507 | $2.0M |
| Principal Securities, Inc. | 0.02% | Add +105.6% | 7,435 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -49.0% | 6,800 | $1.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -77.9% | 6,750 | $1.8M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -5.1% | 6,721 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 6,631 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +27.8% | 6,260 | $1.7M |
| Allstate Corp. | 0.02% | Reduce -2.0% | 6,499 | $1.7M |
| QRG Capital Management, Inc. | 0.01% | Add +13.4% | 6,426 | $1.7M |
| Edmp, Inc. | 1.34% | Reduce -9.1% | 6,203 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +6.2% | 6,093 | $1.6M |
| Atom Investors LP | 0.14% | New | 6,034 | $1.6M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,353 | $1.6M |
| Oak Thistle LLC | 0.15% | New | 5,885 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | Add +51.0% | 5,873 | $1.6M |
| Accurate Wealth Management, LLC | 0.15% | Reduce -20.0% | 5,487 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +324.4% | 5,530 | $1.5M |
| Blueshift Asset Management, LLC | 0.34% | Reduce -22.8% | 5,396 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -36.6% | 5,316 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.7% | 5,307 | $1.4M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.1% | 5,107 | $1.4M |
| CV Advisors LLC | 0.26% | New | 5,100 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.4% | 4,940 | $1.3M |
| Swiss Life Asset Management Ltd | 0.01% | Add +5.3% | 4,897 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -6.8% | 4,874 | $1.3M |
| &partners | 0.01% | Add +125.1% | 4,801 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -27.0% | 4,542 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -83.8% | 4,476 | $1.2M |
| Portfolio Design Labs, LLC | 0.19% | Reduce -1.3% | 4,423 | $1.2M |
| Holocene Advisors, LP | 0.00% | Reduce -17.1% | 4,357 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 4,333 | $1.2M |
| Daiwa Securities Group Inc. | 0.00% | Add +5.0% | 4,284 | $1.2M |
| Summit Trail Advisors, LLC | 0.01% | Add +33.8% | 4,276 | $1.1M |
| Arax Advisory Partners | 0.01% | Add +222.8% | 4,242 | $1.1M |
| Signaturefd, LLC | 0.01% | Add +9.9% | 4,127 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +9.5% | 4,091 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Reduce -89.3% | 4,052 | $1.1M |
| M&T Bank Corp | 0.00% | Add +0.4% | 4,049 | $1.1M |
| Ascent Group, LLC | 0.03% | Reduce -1.1% | 4,000 | $1.1M |
| Caitlin John, LLC | 0.58% | New | 3,917 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 3,907 | $1.0M |
| Nippon Life Global Investors Americas, Inc. | 0.04% | Add +16.2% | 3,880 | $1.0M |
| Mizuho Securities USA LLC | 0.02% | Add +28.1% | 3,879 | $1.0M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,876 | $1.0M |
| US Asset Management LLC | 0.77% | No change | 3,787 | $1.0M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.5% | 3,763 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | New | 3,762 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Add +48.7% | 3,715 | $998K |
| Inceptionr LLC | 0.24% | Add +13.3% | 3,645 | $979K |
| Mayport, LLC | 0.15% | No change | 3,626 | $974K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.3% | 3,621 | $972K |
| iSAM Funds (UK) Ltd | 0.68% | Reduce -22.9% | 3,600 | $967K |
| Frec Markets, Inc. | 0.09% | New | 3,588 | $963K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +26.3% | 3,535 | $949K |
| Cambria Investment Management, L.P. | 0.05% | Add +9.2% | 3,529 | $948K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -54.6% | 3,442 | $924K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.1% | 3,415 | $917K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.0% | 3,297 | $885K |
| Tectonic Advisors LLC | 0.04% | Add +0.1% | 3,271 | $878K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -8.3% | 3,262 | $876K |
| Impact Partnership Wealth, LLC | 0.09% | Add +29.3% | 3,257 | $875K |
| Savant Capital, LLC | 0.00% | Add +0.7% | 3,231 | $868K |
| Storebrand Asset Management As | 0.00% | Reduce -36.3% | 3,208 | $861K |
| Nomura Holdings Inc. | 0.00% | Add +143.1% | 3,187 | $856K |
| Stoneridge Investment Partners LLC | 0.55% | Reduce -49.4% | 3,004 | $839K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -1.7% | 3,098 | $832K |
| Norinchukin Bank, The | 0.01% | Reduce -0.0% | 3,069 | $824K |
| Machina Capital S.A.S. | 0.13% | Reduce -12.7% | 3,064 | $823K |
| NorthRock Partners, LLC | 0.01% | No change | 3,056 | $821K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -58.6% | 3,046 | $818K |
| Natixis | 0.00% | Reduce -75.6% | 3,010 | $808K |
| Glenmede Trust Co. NA | 0.00% | Reduce -11.4% | 2,963 | $796K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +123.6% | 2,913 | $782K |
| Havemeyer Place LP | 0.08% | Reduce -58.9% | 2,883 | $774K |
| Wbi Investments, LLC | 0.19% | Reduce -3.5% | 2,880 | $773K |
| Maryland State Retirement & Pension System | 0.01% | Add +17.9% | 2,867 | $770K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +4.9% | 2,838 | $762K |
| GAMMA Investing LLC | 0.03% | Add +14.1% | 2,764 | $742K |
| Hartford Investment Management Co. | 0.02% | Reduce -5.0% | 2,753 | $739K |
| Boothbay Fund Management, LLC | 0.01% | Add +158.1% | 2,733 | $734K |
| Syon Capital LLC | 0.03% | Add +12.8% | 2,724 | $731K |
| Commerce Bank | 0.00% | Reduce -4.7% | 2,632 | $707K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +12.1% | 2,605 | $700K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.1% | 2,563 | $688K |
| Tobias Financial Advisors, Inc. | 0.09% | No change | 2,529 | $679K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.7% | 2,526 | $678K |
| AlphaCore Capital LLC | 0.01% | Add +37.3% | 2,512 | $675K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.9% | 2,500 | $671K |
| Focus Partners Wealth | 0.00% | Reduce -42.2% | 2,487 | $668K |
| Bessemer Group Inc. | 0.00% | Add +1.9% | 2,461 | $661K |
| New Mexico Educational Retirement Board | 0.02% | Add +4.3% | 2,411 | $647K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 2,389 | $642K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.5% | 2,381 | $639K |
| Employees Retirement System of Texas | 0.01% | No change | 2,370 | $636K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 2,330 | $626K |
| Blair William & Co. | 0.00% | Reduce -2.3% | 2,296 | $617K |
| DNB Asset Management AS | 0.00% | No change | 2,270 | $610K |
| Icon Advisers Inc. | 0.11% | Reduce -52.7% | 2,242 | $602K |
| Valtrion Capital Management, LLC | 0.45% | Add +3.1% | 2,237 | $601K |
| KBC Group NV | 0.00% | No change | 2,233 | $600K |
| Bridgefront Capital, LLC | 0.16% | New | 2,217 | $595K |
| Macquarie Group Ltd. | 0.00% | Add +33.5% | 2,208 | $593K |
| Clearstead Advisors, LLC | 0.01% | Add +9.0% | 2,199 | $590K |
| Blackhawk Capital Partners, LLC | 0.19% | Reduce -1.7% | 2,186 | $587K |
| denkapparat Operations GmbH | 0.19% | No change | 2,182 | $586K |
| GoalFusion Wealth Management, LLC | 0.24% | Reduce -8.4% | 2,174 | $584K |
| Aberdeen Group plc | 0.00% | Reduce -17.4% | 2,158 | $579K |
| Optimize Financial Inc. | 0.21% | Reduce -0.3% | 2,130 | $572K |
| Sound Capital Solutions LLC | 0.13% | — | 2,130 | $572K |
| Lido Advisors, LLC | 0.00% | Reduce -27.4% | 2,128 | $571K |
| Compound Planning, Inc. | 0.01% | Add +22.0% | 2,114 | $568K |
| US Bancorp \de | 0.00% | Add +10.8% | 2,082 | $559K |
| Cibc World Market Inc. | 0.00% | Reduce -1.3% | 2,080 | $559K |
| Asset Management One Co., Ltd. | 0.00% | Add +10.6% | 2,038 | $547K |
| Ritholtz Wealth Management | 0.01% | Add +0.4% | 1,977 | $531K |
| Fox Run Management, L.L.C. | 0.09% | New | 1,973 | $530K |
| MUFG Securities EMEA plc | 0.01% | Reduce -4.4% | 1,962 | $527K |
| Empirical Finance, LLC | 0.02% | Add +3.2% | 1,960 | $526K |
| Asset Management Group, Inc. | 0.08% | Reduce -10.0% | 1,947 | $523K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.6% | 1,946 | $523K |
| iA Global Asset Management Inc. | 0.01% | Reduce -18.8% | 1,919 | $515K |
| Bank of Nova Scotia | 0.00% | Reduce -43.4% | 1,912 | $513K |
| Waverly Advisors, LLC | 0.00% | Add +19.8% | 1,871 | $502K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -5.4% | 1,855 | $498K |
| Nykredit A/S | 0.00% | — | 1,790 | $481K |
| Gateway Investment Advisers LLC | 0.00% | Add +19.1% | 1,748 | $469K |
| Opal Capital LLC | 0.08% | New | 1,745 | $469K |
| Atria Investments, Inc | 0.00% | Add +77.8% | 1,735 | $466K |
| Wealthfront Advisers LLC | 0.00% | Add +22.0% | 1,725 | $463K |
| Jackson Creek Investment Advisors LLC | 0.15% | New | 1,655 | $462K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +0.1% | 1,718 | $461K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.3% | 1,684 | $452K |
| Gateway Wealth Partners, LLC | 0.03% | Add +45.8% | 1,682 | $452K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 1,673 | $449K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -0.9% | 1,632 | $438K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 1,628 | $437K |
| KPP Advisory Services LLC | 0.06% | New | 1,623 | $436K |
| Cookson Peirce & Co. Inc. | 0.01% | Add +4.8% | 1,602 | $430K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.9% | 1,589 | $427K |
| TD Private Client Wealth LLC | 0.01% | Add +28.8% | 1,581 | $425K |
| FJ Capital Management LLC | 0.05% | New | 1,576 | $423K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -1.7% | 1,552 | $417K |
| Blue Trust, Inc. | 0.00% | Add +14.3% | 1,551 | $417K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.7% | 1,534 | $412K |
| SouthState Bank Corp | 0.02% | Add +30380.0% | 1,524 | $409K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -38.9% | 1,495 | $401K |
| Mufg Securities Americas Inc. | 0.02% | Add +7.7% | 1,492 | $401K |
| Sterling Capital Management LLC | 0.01% | Reduce -11.0% | 1,490 | $400K |
| North Dakota State Investment Board | 0.02% | Add +0.1% | 1,484 | $398K |
| Merit Financial Group, LLC | 0.00% | Add +6.5% | 1,480 | $397K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -62.3% | 1,471 | $394K |
| Korea Investment CORP | 0.00% | No change | 1,455 | $391K |
| CI Investments Inc. | 0.00% | New | 1,444 | $388K |
| Crestmont Private Wealth LLC | 0.11% | Add +5.3% | 1,435 | $385K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,387 | $384K |
| Diversify Wealth Management, LLC | 0.01% | New | 1,387 | $384K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +41.0% | 1,417 | $381K |
| Vident Advisory, LLC | 0.00% | Reduce -4.8% | 1,414 | $380K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,355 | $375K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,390 | $373K |
| HB Wealth Management, LLC | 0.00% | Add +6.2% | 1,381 | $371K |
| Martingale Asset Management L P | 0.01% | No change | 1,352 | $363K |
| Praxis Investment Management Inc. | 0.02% | No change | 1,350 | $363K |
| Heritage Wealth Advisors | 0.01% | New | 1,348 | $362K |
| V-Square Quantitative Management LLC | 0.03% | No change | 1,286 | $345K |
| Johnson Financial Group, LLC | 0.02% | New | 1,267 | $340K |
| Compass Financial Management LLC | 0.04% | — | 1,208 | $340K |
| Fieldview Capital Management, LLC | 0.10% | Reduce -31.9% | 1,257 | $338K |
| Evolve Private Wealth, LLC | 0.02% | New | 1,242 | $333K |
| Sciencast Management LP | 0.07% | New | 1,227 | $329K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | Reduce -15.2% | 1,223 | $328K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.4% | 1,215 | $326K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -15.0% | 1,205 | $324K |
| Callan Family Office, LLC | 0.01% | Add +3.1% | 1,193 | $320K |
| CreativeOne Wealth, LLC | 0.01% | Add +27.3% | 1,186 | $319K |
| Ramirez Asset Management, Inc. | 0.03% | No change | 1,180 | $317K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.6% | 1,166 | $313K |
| Claro Advisors Inc. | 0.03% | Add +2.9% | 1,150 | $309K |
| Global Retirement Partners, LLC | 0.00% | — | 1,135 | $305K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -0.2% | 1,124 | $302K |
| Calamos Wealth Management LLC | 0.01% | Add +4.4% | 1,121 | $301K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -27.6% | 1,113 | $299K |
| SC&H Financial Advisors, Inc. | 0.04% | No change | 1,110 | $298K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -8.3% | 1,103 | $296K |
| First Financial Bankshares Inc | 0.01% | Reduce -8.1% | 1,095 | $294K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,094 | $294K |
| LRI Investments, LLC | 0.02% | Add +0.5% | 1,085 | $291K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,064 | $286K |
| Chicago Partners Investment Group LLC | 0.01% | Add +10.2% | 1,040 | $285K |
| 44 Wealth Management LLC | 0.09% | New | 1,051 | $282K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -1.1% | 1,051 | $282K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.8% | 1,047 | $281K |
| CX Institutional | 0.01% | Add +1.7% | 1,025 | $275K |
| Maridea Wealth Management LLC | 0.03% | New | 1,022 | $274K |
| Kestra Investment Management, LLC | 0.01% | New | 1,019 | $274K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.8% | 1,011 | $272K |
| RiverFront Investment Group, LLC | 0.00% | New | 1,010 | $271K |
| Moran Wealth Management, LLC | 0.01% | New | 1,007 | $270K |
| DAVENPORT & Co LLC | 0.00% | New | 1,004 | $270K |
| Aigen Investment Management, LP | 0.07% | Reduce -42.9% | 1,004 | $270K |
| WBH Advisory Inc. | 0.02% | No change | 1,000 | $269K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -25.4% | 990 | $266K |
| Innova Wealth Partners | 0.11% | Add +4.0% | 978 | $263K |
| World Investment Advisors | 0.00% | New | 1,118 | $262K |
| Wedmont Private Capital | 0.01% | New | 928 | $259K |
| Certuity, LLC | 0.01% | Add +8.3% | 953 | $256K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 1,155 | $252K |
| Evergreen Capital Management LLC | 0.00% | New | 936 | $251K |
| Metis Global Partners, LLC | 0.01% | Reduce -1.5% | 934 | $251K |
| Old National Bancorp | 0.01% | New | 931 | $250K |
| Csenge Advisory Group | 0.01% | New | 928 | $249K |
| Insigneo Advisory Services, LLC | 0.01% | New | 926 | $249K |
| Paragon Capital Management Ltd | 0.05% | New | 916 | $246K |
| Burney Co./ | 0.01% | New | 905 | $243K |
| MQS Management LLC | 0.29% | Reduce -34.6% | 897 | $241K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 895 | $240K |
| Astoria Portfolio Advisors LLC. | 0.04% | New | 893 | $240K |
| Ewa, LLC | 0.04% | New | 884 | $237K |
| HM Payson & Co. | 0.00% | No change | 881 | $237K |
| Hilltop National Bank | 0.05% | Reduce -13.1% | 858 | $230K |
| Kestra Advisory Services, LLC | 0.00% | New | 852 | $229K |
| Horizon Investments, LLC | 0.00% | Add +0.5% | 850 | $228K |
| Empowered Funds, LLC | 0.00% | New | 845 | $227K |
| Entropy Technologies, LP | 0.01% | New | 833 | $224K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -43.4% | 823 | $221K |
| Atlantic Family Wealth, LLC | 0.14% | New | 815 | $219K |
| Assetmark, Inc. | 0.00% | Add +86.9% | 813 | $218K |
| WESPAC Advisors, LLC | 0.11% | New | 806 | $216K |
| Ballentine Partners, LLC | 0.00% | New | 800 | $215K |
| Brown Brothers Harriman & Co. | 0.00% | Add +60.4% | 797 | $214K |
| Summit Financial, LLC | 0.00% | New | 794 | $213K |
| AE Wealth Management LLC | 0.00% | Reduce -64.7% | 792 | $213K |
| Ballast Advisors LLC | 0.05% | No change | 788 | $212K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 786 | $211K |
| Bayforest Capital Ltd | 0.19% | New | 774 | $208K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +15.3% | 762 | $204K |
| Blackstone Inc. | 0.00% | New | 751 | $202K |
| Regions Financial Corp. | 0.00% | Reduce -38.0% | 750 | $201K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -29.4% | 731 | $196K |
| Bullock Wealth Management Group | 0.08% | No change | 661 | $181K |
| Vestcor Inc | 0.00% | Reduce -70.3% | 662 | $178K |
| Strive Financial Group ,LLC | 0.08% | Add +463.8% | 654 | $176K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.5% | 621 | $167K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 600 | $161K |
| Quent Capital, LLC | 0.01% | Add +1.5% | 526 | $141K |
| Mather Group, Llc. | 0.00% | Add +24.3% | 511 | $137K |
| Meeder Asset Management Inc. | 0.01% | New | 510 | $137K |
| Atlas Capital Advisors Inc. | 0.01% | Add +3.7% | 478 | $128K |
| Covestor Ltd | 0.07% | Add +43.1% | 475 | $128K |
| Parkside Financial Bank & Trust | 0.01% | Add +50.2% | 449 | $121K |
| EFG International AG | 0.00% | Add +408.1% | 442 | $119K |
| Harbour Investments, Inc. | 0.00% | Add +27.3% | 387 | $104K |
| USA Financial Formulas | 0.02% | — | 362 | $97K |
| Acadian Asset Management LLC | 0.00% | No change | 337 | $90K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +11.7% | 306 | $82K |
| Institute for Wealth Management, LLC. | 0.01% | New | 300 | $81K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.8% | 267 | $72K |
| Allworth Financial LP | 0.00% | Add +8.4% | 258 | $69K |
| Quarry LP | 0.01% | Add +16.2% | 251 | $67K |
| Versant Capital Management, Inc | 0.01% | Reduce -1.2% | 243 | $65K |
| Tema ETFs LLC | 0.00% | No change | 227 | $61K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +2.0% | 204 | $55K |
| Ossiam | 0.00% | New | 200 | $54K |
| REAP Financial Group, LLC | 0.01% | Add +0.5% | 196 | $53K |
| Cromwell Holdings LLC | 0.02% | Add +3.0% | 171 | $46K |
| Smartleaf Asset Management LLC | 0.00% | No change | 159 | $43K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +36.1% | 147 | $40K |
| UMB Bank, n.a. | 0.00% | Add +18.8% | 139 | $37K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -2.9% | 133 | $36K |
| Zions Bancorporation, National Association | 0.00% | Reduce -2.2% | 131 | $35K |
| McDonald Partners LLC | 0.01% | New | 130 | $35K |
| Wellington-Altus USA Inc. | 0.02% | No change | 158 | $34K |
| Larson Financial Group LLC | 0.00% | Add +273.5% | 127 | $34K |
| Arlington Trust Co LLC | 0.00% | Add +81.4% | 127 | $34K |
| Concord Wealth Partners | 0.00% | New | 125 | $34K |
| Kemnay Advisory Services Inc. | 0.00% | New | 124 | $33K |
| Huntington National Bank | 0.00% | Add +108.5% | 123 | $33K |
| Optiver Holding B.V. | 0.00% | New | 115 | $31K |
| First Bancorp, Inc | 0.01% | New | 114 | $31K |
| Raleigh Capital Management Inc. | 0.01% | No change | 113 | $30K |
| Ameriflex Group, Inc. | 0.01% | Reduce -53.2% | 110 | $30K |
| JPL Wealth Management, LLC | 0.01% | No change | 102 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 99 | $27K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 97 | $26K |
| Smithfield Trust Co | 0.00% | No change | 95 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +14.6% | 94 | $25K |
| CVA Family Office, LLC | 0.00% | Add +8.4% | 90 | $24K |
| Continuum Advisory, LLC | 0.00% | New | 86 | $23K |
| Grove Bank & Trust | 0.00% | No change | 75 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 75 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 75 | $20K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.0% | 68 | $18K |
| Fortitude Family Office, LLC | 0.00% | Add +9.8% | 67 | $18K |
| CoreCap Advisors, LLC | 0.00% | Add +3.1% | 67 | $18K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 65 | $17K |
| Copia Wealth Management | 0.01% | No change | 62 | $17K |
| Cetera Trust Company, N.A | 0.01% | No change | 60 | $16K |
| Aventura Private Wealth, LLC | 0.00% | No change | 60 | $16K |
| Manchester Capital Management LLC | 0.00% | No change | 58 | $16K |
| Credit Industriel Et Commercial | 0.00% | Reduce -87.3% | 57 | $15K |
| Accordant Advisory Group Inc | 0.01% | No change | 56 | $15K |
| Private Trust Co. NA | 0.00% | Add +20.9% | 52 | $14K |
| Fiduciary Financial Advisors | 0.00% | New | 54 | $13K |
| Sunrise Financial Services, LLC | 0.01% | No change | 50 | $13K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 50 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +6.4% | 50 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Add +257.1% | 50 | $13K |
| West Paces Advisors Inc. | 0.00% | New | 48 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 45 | $12K |
| Bokf, NA | 0.00% | New | 44 | $12K |
| Basepoint Wealth LLC | 0.01% | Add +44.8% | 42 | $11K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -12.5% | 42 | $11K |
| Signature Equity Partners, LLC | 0.00% | Add +5.4% | 39 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 38 | $10K |
| Richardson Financial Services Inc. | 0.01% | Add +40.7% | 38 | $10K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 38 | $10K |
| Addison Advisors LLC | 0.00% | Add +56.5% | 36 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 36 | $10K |
| Alerus Financial NA | 0.00% | No change | 35 | $9K |
| Trust Co. of Vermont | 0.00% | — | 34 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -21.9% | 32 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | Add +190.9% | 32 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 30 | $8K |
| True Wealth Design, LLC | 0.00% | Add +16.0% | 29 | $8K |
| Valley National Advisers Inc. | 0.00% | Add +3.6% | 29 | $8K |
| Rothschild Investment LLC | 0.00% | Add +7.4% | 29 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 27 | $7K |
| Highline Wealth Partners LLC | 0.00% | Add +3.9% | 27 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 26 | $7K |
| Marquette Asset Management, LLC | 0.00% | No change | 25 | $7K |
| United Financial Planning Group LLC | 0.00% | No change | 25 | $7K |
| Vaquero Private Wealth, Ltd. | 0.00% | — | 25 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 25 | $7K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 24 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 24 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 24 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +35.3% | 23 | $6K |
| Allied Private Wealth LLC | 0.00% | — | 21 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -20.8% | 19 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +100.0% | 18 | $5K |
| IMA Advisory Services, Inc. | 0.00% | Add +50.0% | 18 | $5K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 17 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +41.7% | 17 | $5K |
| Creative Capital Management Investments LLC | 0.00% | New | 17 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +45.5% | 16 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 15 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 15 | $4K |
| Ankerstar Wealth, LLC | 0.00% | New | 15 | $4K |
| Clearstead Trust, LLC | 0.00% | Add +1400.0% | 15 | $4K |
| Kilter Group LLC | 0.00% | Add +7.7% | 14 | $4K |
| Burk Holdings LLC | 0.00% | No change | 14 | $4K |
| Hughes Financial Services, LLC | 0.00% | Add +133.3% | 14 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $3K |
| Spire Wealth Management | 0.00% | Add +8.3% | 13 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +20.0% | 12 | $3K |
| Kelleher Financial Advisors | 0.00% | New | 12 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 12 | $3K |
| Summit Securities Group LLC | 0.00% | Add +50.0% | 12 | $3K |
| Manning & Napier Advisors LLC | 0.00% | New | 12 | $3K |
| Sachetta, LLC | 0.00% | Add +10.0% | 11 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 11 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -26.7% | 11 | $3K |
| Alpine Bank Wealth Management | 0.00% | New | 11 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | No change | 10 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +25.0% | 10 | $3K |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 10 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Add +200.0% | 9 | $2K |
| FWL Investment Management, LLC | 0.00% | New | 9 | $2K |
| Lanark Financial, Inc. | 0.00% | New | 9 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 8 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Park Square Financial Group, LLC | 0.02% | Reduce -30.0% | 7 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +600.0% | 7 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 7 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 6 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 6 | $2K |
| Rossby Financial, LCC | 0.00% | Add +25.0% | 5 | $1K |
| SHP Wealth Management | 0.00% | Reduce -37.5% | 5 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 5 | $1K |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +400.0% | 5 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 4 | $1K |
| Ares Financial Consulting, LLC | 0.00% | No change | 4 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 4 | $1K |
| Essential Partners LLC | 0.00% | No change | 4 | $1K |
| Navigoe, LLC | 0.00% | New | 4 | $1K |
| Avion Wealth | 0.00% | New | 4 | $1K |
| Investors Portfolio Services LLC | 0.00% | No change | 3 | $806 |
| United Community Bank | 0.00% | No change | 3 | $806 |
| AdvisorNet Financial, Inc | 0.00% | No change | 3 | $806 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $549 |
| IFG Advisory, LLC | 0.00% | New | 2 | $539 |
| Activest Wealth Management | 0.00% | New | 2 | $537 |
| Motco | 0.00% | New | 2 | $537 |
| WestEnd Advisors, LLC | 0.00% | No change | 2 | $537 |
| MidFirst Bank | 0.00% | No change | 2 | $537 |
| Seneschal Advisors, LLC | 0.00% | No change | 1 | $269 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $269 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 1 | $269 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $269 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $269 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1 | $269 |
| Y.D. More Investments Ltd | 0.00% | No change | 32 | $29 |
"% of holder's portfolio" is AIZ's weight in each manager's 13F, not the share of Assurant Inc. the manager owns.