Ares CapitalARCC
13F holders, Q3 2024 (September 30)750holders +15
64new positions
47sold out
3famous investors
$20.98avg. 13F price*
At the end of Q3 2024, 750 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, up 15 from Q2 2024. 64 opened new positions and 47 sold out. The largest holders were Morgan Stanley ($289.6M), Van Eck Associates Corp. ($272.1M) and Bank of America Corp. ($148.3M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ares Capital Corp.
- CUSIP
- 04010L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $86.7M |
| Exits | 47 | $37.1M |
All 13F filers, Q2 2024 → Q3 2024: 18,490,772 shares bought and 13,369,349 shares sold, net +5,121,423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 750 holders
| Morgan Stanley | 0.02% | Reduce -13.6% | 13,829,893 | $289.6M |
| Van Eck Associates Corp. | 0.34% | Add +8.3% | 12,656,154 | $272.1M |
| Bank of America Corp. | 0.01% | Add +6.4% | 7,080,556 | $148.3M |
| Legal & General Group Plc | 0.03% | Reduce -8.3% | 4,896,378 | $102.5M |
| Ameriprise Financial Inc. | 0.02% | Add +5.8% | 4,353,904 | $91.2M |
| Royal Bank of Canada | 0.02% | Reduce -22.0% | 4,338,705 | $90.9M |
| Confluence Investment Management LLC | 1.07% | Add +1.7% | 3,836,573 | $80.3M |
| FMR LLC | 0.00% | Reduce -30.6% | 3,674,845 | $77.0M |
| LPL Financial LLC | 0.03% | Add +3.2% | 3,602,842 | $75.4M |
| Advisors Capital Management, LLC | 1.17% | Add +4.9% | 3,418,125 | $71.6M |
| JPMorgan Chase & Co. | 0.01% | Add +3.2% | 3,387,097 | $70.9M |
| Wells Fargo & Company | 0.02% | Add +1.2% | 3,351,188 | $70.2M |
| Invesco Ltd. | 0.01% | Add +615.9% | 2,829,326 | $59.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +18.2% | 2,260,011 | $47.3M |
| Sound Income Strategies, LLC | 2.99% | Add +3.7% | 2,217,277 | $46.4M |
| Stifel Financial Corp. | 0.05% | Add +2.2% | 2,187,083 | $45.8M |
| UBS Group AG | 0.01% | Reduce -4.7% | 2,181,490 | $45.7M |
| Ares Management LLC | 1.25% | Add +4.4% | 2,153,544 | $45.1M |
| Allen Investment Management, LLC | 0.52% | Add +17.6% | 2,091,726 | $43.8M |
| Progeny 3, Inc. | 3.66% | Add +4.9% | 2,080,208 | $43.6M |
| OMERS ADMINISTRATION Corp | 0.37% | Add +2.3% | 1,916,392 | $40.1M |
| BlackRock, Inc. | 0.00% | — | 1,885,981 | $39.5M |
| Border to Coast Pensions Partnership Ltd | 0.79% | Reduce -7.5% | 1,850,000 | $38.6M |
| Partners Group Holding AG | 2.41% | Add +21.2% | 1,787,401 | $37.4M |
| CCLA Investment Management | 0.54% | No change | 1,680,650 | $34.9M |
| LSV Asset Management | 0.07% | Reduce -4.6% | 1,636,490 | $34.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.2% | 1,627,993 | $34.1M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -4.7% | 1,616,359 | $33.8M |
| Nomura Asset Management Co. Ltd. | 0.10% | Add +2.6% | 1,531,444 | $32.1M |
| Gilbert & Cook, Inc. | 4.36% | Add +6.7% | 1,514,588 | $31.7M |
| Two Sigma Investments, LP | 0.07% | Reduce -23.4% | 1,479,945 | $31.0M |
| Capital Advisors Inc. | 0.60% | Add +3.2% | 1,440,716 | $30.2M |
| Bruni J V & Co. | 3.22% | Reduce -1.3% | 1,379,947 | $28.9M |
| Osaic Holdings, Inc. | 0.06% | Add +4.7% | 1,272,043 | $26.6M |
| Clearbridge Investments, LLC | 0.02% | Add +10.7% | 1,265,812 | $26.5M |
| Balyasny Asset Management L.P. | 0.07% | Add +196.5% | 1,241,817 | $26.0M |
| Stephens Inc. | 0.33% | Add +4.9% | 1,111,423 | $23.3M |
| McGowan Group Asset Management, Inc. | 2.92% | Add +0.4% | 1,038,679 | $21.7M |
| Evercore Wealth Management, LLC | 0.32% | Add +150.6% | 1,034,520 | $21.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.9% | 1,023,474 | $21.4M |
| Northern Trust Corp. | 0.00% | Add +3225.5% | 1,020,529 | $21.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +10.9% | 965,971 | $20.2M |
| 1832 Asset Management L.P. | 0.03% | Reduce -29.3% | 965,540 | $20.2M |
| Raymond James & Associates | 0.01% | Add +12.0% | 964,643 | $20.2M |
| HighTower Advisors, LLC | 0.03% | Add +14.8% | 942,179 | $19.7M |
| Sage Advisors, LLC | 15.02% | Add +4.5% | 910,625 | $19.1M |
| Muzinich & Co., Inc. | 14.85% | Add +4.5% | 898,617 | $18.8M |
| Cetera Investment Advisers | 0.04% | Add +2.8% | 888,887 | $18.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +4.5% | 885,406 | $18.5M |
| HRT Financial LP | 0.09% | Add +36.0% | 879,953 | $18.4M |
| D.A. Davidson & Co. | 0.15% | Add +19.6% | 853,444 | $17.9M |
| Naviter Wealth, LLC | 2.34% | Reduce -0.8% | 801,547 | $16.8M |
| State of Tennessee, Department of Treasury | 0.06% | Add +79.5% | 798,700 | $16.7M |
| Baird Financial Group, Inc. | 0.03% | Add +9.0% | 793,310 | $16.6M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -11.9% | 761,834 | $16.0M |
| Edgemoor Investment Advisors, Inc. | 1.34% | Add +1.4% | 730,511 | $15.3M |
| Melia Wealth LLC | 7.90% | Add +2.7% | 729,273 | $15.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.3% | 725,227 | $15.2M |
| TCW Group Inc. | 0.13% | Add +7.6% | 714,971 | $15.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +10.4% | 690,533 | $14.5M |
| LGT Capital Partners LTD. | 0.50% | Reduce -2.8% | 685,575 | $14.4M |
| Sigma Investment Counselors Inc. | 0.84% | Add +4.6% | 681,724 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.5% | 680,230 | $14.2M |
| Franklin Resources Inc. | 0.00% | Add +24.3% | 650,163 | $13.9M |
| Denali Advisors LLC | 1.40% | New | 623,570 | $13.1M |
| Chartwell Investment Partners, LLC | 0.44% | Reduce -0.9% | 615,487 | $12.9M |
| Northeast Financial Consultants Inc | 0.56% | Add +3.5% | 613,270 | $12.8M |
| Corient Private Wealth LP | 0.02% | Add +119.3% | 595,491 | $12.5M |
| Credit Agricole S A | 0.06% | Add +106.4% | 567,686 | $11.9M |
| Qube Research & Technologies Ltd | 0.02% | New | 564,878 | $11.8M |
| New South Capital Management Inc. | 0.47% | Reduce -0.1% | 547,403 | $11.5M |
| Palisade Capital Management, LP | 0.34% | Add +3.7% | 535,363 | $11.2M |
| Clearstead Advisors, LLC | 0.17% | Add +7.8% | 530,828 | $11.1M |
| Marshall Wace, LLP | 0.01% | New | 520,621 | $10.9M |
| Edge Capital Group, LLC | 0.47% | No change | 502,513 | $10.5M |
| Chicago Partners Investment Group LLC | 0.37% | Add +4.8% | 482,027 | $10.4M |
| Two Sigma Advisers, LP | 0.02% | Reduce -78.9% | 449,700 | $9.4M |
| Merit Financial Group, LLC | 0.21% | Reduce -0.5% | 443,600 | $9.3M |
| Graypoint LLC | 0.59% | Reduce -2.6% | 440,327 | $9.2M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -3.7% | 440,006 | $9.2M |
| Sfmg, LLC | 0.75% | Add +4.3% | 439,503 | $9.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.49% | Add +5.6% | 428,184 | $9.0M |
| Bell Bank | 1.06% | Reduce -11.8% | 427,727 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +12.3% | 416,636 | $8.7M |
| Mgo One Seven LLC | 0.36% | Add +7.6% | 392,664 | $8.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.6% | 389,990 | $8.2M |
| Evergreen Capital Management LLC | 0.27% | Reduce -1.1% | 389,618 | $8.2M |
| Tectonic Advisors LLC | 0.53% | Add +20.3% | 383,034 | $8.0M |
| Cerity Partners LLC | 0.02% | Reduce -8.1% | 371,874 | $7.8M |
| Boston Partners | 0.01% | Add +2.6% | 365,807 | $7.7M |
| Hilton Capital Management, LLC | 0.58% | Add +2.3% | 357,173 | $7.5M |
| Advisors Asset Management, Inc. | 0.14% | Add +9.8% | 353,718 | $7.4M |
| Jump Financial, LLC | 0.15% | Add +208.6% | 352,531 | $7.4M |
| Baillie Gifford & Co. | 0.01% | Reduce -62.5% | 342,395 | $7.2M |
| Schonfeld Strategic Advisors LLC | 0.06% | New | 337,251 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Add +6.7% | 336,879 | $7.1M |
| Oppenheimer & Co. Inc. | 0.11% | Add +3.8% | 331,350 | $6.9M |
| Quantbot Technologies LP | 0.26% | Add +68.6% | 319,223 | $6.7M |
| Romano Brothers and Company | 0.83% | Add +5.3% | 318,578 | $6.7M |
| Private Advisor Group, LLC | 0.04% | Add +6.9% | 312,929 | $6.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.6% | 308,378 | $6.5M |
| Lido Advisors, LLC | 0.05% | Add +160.9% | 303,595 | $6.4M |
| Salem Investment Counselors Inc. | 0.19% | Reduce -2.9% | 298,505 | $6.3M |
| Citadel Advisors | 0.01% | Add +96.8% | 296,584 | $6.2M |
| Carnegie Investment Counsel | 0.18% | Add +17.5% | 292,165 | $6.1M |
| DAVENPORT & Co LLC | 0.04% | Reduce -0.5% | 291,826 | $6.1M |
| Foresight Capital Management Advisors, Inc. | 3.50% | Add +7.6% | 280,841 | $5.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | No change | 275,625 | $5.8M |
| Blair William & Co. | 0.02% | Add +0.9% | 271,719 | $5.7M |
| Independent Financial Group, LLC | 0.21% | Add +1.6% | 268,521 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.6% | 266,959 | $5.6M |
| Banque Cantonale Vaudoise | 0.23% | Add +35.5% | 266,903 | $5.6M |
| Sargent Investment Group, LLC | 0.97% | Reduce -2.9% | 258,440 | $5.4M |
| CW Advisors, LLC | 0.07% | Add +28.9% | 255,947 | $5.4M |
| Creative Planning | 0.01% | Reduce -20.8% | 255,890 | $5.4M |
| Callodine Capital Management, LP | 1.10% | Add +25.0% | 250,000 | $5.2M |
| Wambolt & Associates, LLC | 1.40% | Add +5.5% | 245,278 | $5.1M |
| Mirador Capital Partners LP | 0.90% | Add +1.7% | 239,594 | $5.0M |
| Foundations Investment Advisors, LLC | 0.11% | Add +13.8% | 238,967 | $5.0M |
| Fort Pitt Capital Group, LLC | 0.14% | Add +9.0% | 238,625 | $5.0M |
| D. E. Shaw & Co. | 0.01% | New | 237,688 | $5.0M |
| Kavar Capital Partners Group, LLC | 0.78% | Add +5.2% | 235,681 | $4.9M |
| Fernwood Investment Management, LLC | 1.58% | Reduce -1.0% | 230,858 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +1.9% | 228,582 | $4.8M |
| SlateStone Wealth, LLC | 0.43% | Reduce -0.7% | 228,226 | $4.8M |
| Baugh & Associates, LLC | 2.45% | Add +1.2% | 236,338 | $4.8M |
| New England Asset Management Inc. | 0.77% | No change | 225,900 | $4.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +25.1% | 222,101 | $4.7M |
| Trexquant Investment LP | 0.06% | New | 220,563 | $4.6M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +32.5% | 211,797 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.0% | 209,126 | $4.4M |
| Aquatic Capital Management LLC | 0.11% | Add +821.4% | 202,700 | $4.2M |
| Condor Capital Management | 0.38% | Add +1.7% | 199,298 | $4.2M |
| Mariner, LLC | 0.01% | Reduce -15.9% | 196,701 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -4.5% | 195,615 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.0% | 195,218 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.0% | 195,218 | $4.1M |
| Brown Advisory Inc. | 0.01% | Add +6.4% | 194,346 | $4.1M |
| ExodusPoint Capital Management, LP | 0.04% | Add +61.8% | 193,393 | $4.0M |
| Financial Management Network Inc. | 0.84% | New | 190,897 | $4.0M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +14.9% | 189,871 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.6% | 178,153 | $3.9M |
| Cottage Street Advisors LLC | 2.12% | Add +0.6% | 186,258 | $3.9M |
| NorthCoast Asset Management LLC | 0.03% | Add +39.8% | 187,081 | $3.8M |
| Cibc World Market Inc. | 0.01% | Add +2.0% | 178,650 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +331.6% | 178,224 | $3.7M |
| Granite FO LLC | 2.10% | Reduce -25.6% | 176,965 | $3.7M |
| Meridian Wealth Management, LLC | 0.18% | Reduce -0.7% | 176,696 | $3.7M |
| Uniplan Investment Counsel, Inc. | 0.33% | Reduce -5.8% | 175,725 | $3.7M |
| Clear Creek Financial Management, LLC | 0.42% | Add +6.3% | 175,653 | $3.7M |
| International Assets Investment Management, LLC | 0.29% | Add +28.5% | 210,579 | $3.6M |
| Mutual Advisors, LLC | 0.10% | Add +3.6% | 165,375 | $3.6M |
| Prairiewood Capital, LLC | 1.51% | Add +11.8% | 170,063 | $3.6M |
| HB Wealth Management, LLC | 0.04% | Reduce -6.7% | 167,252 | $3.5M |
| Marathon Capital Management | 0.84% | Add +0.1% | 164,915 | $3.5M |
| Wellington Shields Capital Management, LLC | 0.60% | Add +2.9% | 163,942 | $3.4M |
| Truvestments Capital LLC | 0.92% | Add +5.4% | 163,884 | $3.4M |
| AE Wealth Management LLC | 0.03% | Reduce -1.0% | 158,218 | $3.3M |
| BBR Partners, LLC | 0.25% | Add +0.0% | 156,187 | $3.3M |
| Obermeyer Wealth Partners | 0.17% | Add +3.7% | 156,015 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -4.0% | 153,626 | $3.2M |
| Curated Wealth Partners LLC | 0.41% | No change | 153,208 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 153,010 | $3.2M |
| Waverly Advisors, LLC | 0.06% | Add +100.1% | 152,933 | $3.2M |
| Providence Capital Advisors, LLC | 0.63% | Add +0.7% | 152,259 | $3.2M |
| Miller Howard Investments Inc. | 0.10% | New | 150,000 | $3.1M |
| Community Trust & Investment Co. | 0.20% | Reduce -0.5% | 149,674 | $3.1M |
| Copperwynd Financial, LLC | 0.93% | Add +11.8% | 147,384 | $3.1M |
| Cwm, LLC | 0.01% | Add +7.1% | 145,366 | $3.0M |
| Focus Financial Network, Inc. | 0.12% | Reduce -7.5% | 144,479 | $3.0M |
| IHT Wealth Management, LLC | 0.09% | Add +3.7% | 143,035 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +7.1% | 142,958 | $3.0M |
| EWG Elevate Inc. | 1.20% | Add +1.1% | 142,544 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -4.1% | 141,184 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 137,194 | $2.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.28% | Add +0.1% | 135,882 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 135,247 | $2.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.86% | New | 134,568 | $2.8M |
| SpiderRock Advisors, LLC | 0.06% | Add +113.5% | 134,314 | $2.8M |
| Baker Avenue Asset Management, LP | 0.09% | Add +6.3% | 131,865 | $2.8M |
| Waterloo Capital, L.P. | 0.30% | Add +2.9% | 129,460 | $2.7M |
| S&T Bank | 0.71% | Reduce -24.9% | 128,983 | $2.7M |
| Squarepoint Ops LLC | 0.01% | New | 128,468 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.2% | 127,387 | $2.7M |
| Barclays PLC | 0.00% | Reduce -50.7% | 124,728 | $2.6M |
| Essex Financial Services, Inc. | 0.18% | Add +30.1% | 118,825 | $2.6M |
| Argent Trust Co | 0.10% | Add +19.1% | 119,816 | $2.5M |
| Joel Isaacson & Co., LLC | 0.12% | Add +11.8% | 118,573 | $2.5M |
| BluePointe Capital Management, LLC | 1.61% | Reduce -14.5% | 118,486 | $2.5M |
| Arkadios Wealth Advisors | 0.14% | Add +9.1% | 117,380 | $2.5M |
| Apollon Wealth Management, LLC | 0.07% | Add +27.9% | 116,291 | $2.4M |
| Savant Capital, LLC | 0.02% | Reduce -1.1% | 115,837 | $2.4M |
| GraniteShares Advisors LLC | 1.63% | Add +19.4% | 115,141 | $2.4M |
| Crescent Grove Advisors, LLC | 0.25% | Add +1.8% | 114,784 | $2.4M |
| Comerica Bank | 0.01% | Reduce -3.7% | 109,461 | $2.3M |
| Sculati Wealth Management, LLC | 0.92% | Reduce -4.8% | 109,155 | $2.3M |
| Whittier Trust Co. | 0.03% | No change | 109,083 | $2.3M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +13.1% | 105,963 | $2.2M |
| Taylor Frigon Capital Management LLC | 1.10% | Add +0.1% | 105,834 | $2.2M |
| Mainstay Capital Management LLC | 0.37% | Add +60.1% | 104,799 | $2.2M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -0.9% | 104,314 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -44.1% | 103,237 | $2.2M |
| GP Brinson Investments LLC | 0.88% | No change | 102,481 | $2.1M |
| United Advisor Group, LLC | 0.48% | Add +14.2% | 101,591 | $2.1M |
| Brown, Lisle/Cummings, Inc. | 0.65% | Add +17.7% | 101,425 | $2.1M |
| Brendel Financial Advisors LLC | 1.19% | New | 100,346 | $2.1M |
| Palogic Value Management, L.P. | 0.85% | Add +3.2% | 99,595 | $2.1M |
| Bank of New Hampshire | 0.52% | Add +7.8% | 99,414 | $2.1M |
| Cardiff Park Advisors, LLC | 0.19% | Add +2.1% | 98,706 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -1.3% | 98,470 | $2.1M |
| Albion Financial Group | 0.14% | Add +2.5% | 98,350 | $2.1M |
| Ieq Capital, LLC | 0.03% | Add +0.4% | 97,907 | $2.1M |
| First National Trust Co | 0.08% | Add +96.7% | 96,528 | $2.0M |
| Crestwood Advisors Group, LLC | 0.04% | Add +11.2% | 93,882 | $2.0M |
| Rathbones Group PLC | 0.01% | Reduce -4.8% | 92,189 | $1.9M |
| Larson Financial Group LLC | 0.11% | Add +6.0% | 91,817 | $1.9M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -7.0% | 88,783 | $1.9M |
| Midwest Professional Planners, LTD. | 0.56% | Add +8.0% | 87,295 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.87% | Add +2.4% | 86,775 | $1.8M |
| Macquarie Group Ltd. | 0.00% | No change | 85,300 | $1.8M |
| Rollins Financial Advisors, LLC | 0.30% | Add +39.0% | 85,021 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -10.9% | 84,880 | $1.8M |
| Eagle Global Advisors LLC | 0.09% | Add +3.9% | 84,360 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +6.3% | 84,253 | $1.8M |
| Richard P Slaughter Associates Inc | 0.41% | Add +14.5% | 83,831 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Add +3.8% | 83,812 | $1.8M |
| FourThought Financial Partners, LLC | 0.21% | Add +90.6% | 83,129 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +9.7% | 82,970 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 82,195 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +13.0% | 81,857 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.4% | 81,803 | $1.7M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -29.3% | 78,719 | $1.7M |
| Intellectus Partners, LLC | 0.44% | Add +60.6% | 81,386 | $1.7M |
| Alps Advisors Inc. | 0.01% | Reduce -4.8% | 81,210 | $1.7M |
| FORA Capital, LLC | 0.20% | New | 80,812 | $1.7M |
| Magnolia Capital Advisors LLC | 0.84% | Reduce -17.3% | 80,254 | $1.7M |
| RDA Financial Network | 0.51% | Reduce -1.7% | 78,595 | $1.6M |
| WCG Wealth Advisors LLC | 0.11% | Add +4.2% | 78,256 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Add +1.7% | 77,681 | $1.6M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 77,384 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Reduce -0.1% | 77,025 | $1.6M |
| State Street Corp. | 0.00% | No change | 76,823 | $1.6M |
| Glassy Mountain Advisors, Inc. | 0.56% | Reduce -2.3% | 76,085 | $1.6M |
| Verition Fund Management LLC | 0.01% | New | 73,878 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +10.9% | 73,741 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -0.8% | 73,212 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 72,958 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.4% | 72,443 | $1.5M |
| Triumph Capital Management | 0.54% | Add +23.2% | 72,335 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 71,458 | $1.5M |
| Family Manage LLC | 0.25% | Add +18.1% | 71,341 | $1.5M |
| MBM Wealth Consultants, LLC | 0.47% | Add +7.3% | 71,143 | $1.5M |
| Activest Wealth Management | 0.46% | Reduce -0.0% | 70,718 | $1.5M |
| Bramshill Investments, LLC | 0.16% | Reduce -11.7% | 70,604 | $1.5M |
| Texas Yale Capital Corp. | 0.06% | Add +3.3% | 70,510 | $1.5M |
| Delphi Management Inc. | 1.33% | Reduce -21.5% | 70,073 | $1.5M |
| Ayrshire Capital Management LLC | 0.69% | Add +4.8% | 69,351 | $1.5M |
| Samalin Investment Counsel, LLC | 0.62% | Add +5.8% | 68,091 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.65% | Add +3.8% | 67,726 | $1.4M |
| Engineers Gate Manager LP | 0.03% | New | 67,059 | $1.4M |
| Cascade Investment Group, Inc. | 1.02% | No change | 66,361 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -48.5% | 66,218 | $1.4M |
| Duncker Streett & Co. Inc. | 0.25% | Reduce -0.5% | 65,931 | $1.4M |
| Sierra Capital LLC | 0.16% | Add +148.7% | 65,290 | $1.4M |
| Cutter & CO Brokerage, Inc. | 0.31% | Add +1.3% | 65,210 | $1.4M |
| Carnegie Lake Advisors LLC | 0.53% | — | 64,209 | $1.3M |
| Stableford Capital II LLC | 0.54% | Reduce -2.4% | 63,067 | $1.3M |
| IMC-Chicago, LLC | 0.04% | New | 64,139 | $1.3M |
| Griffin Asset Management, Inc. | 0.15% | Add +1.2% | 63,609 | $1.3M |
| Brown Miller Wealth Management, LLC | 0.52% | Add +0.6% | 63,500 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +6.3% | 63,385 | $1.3M |
| Register Financial Advisors LLC | 0.66% | Reduce -0.8% | 61,613 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +382.8% | 61,609 | $1.3M |
| Beverly Hills Private Wealth, LLC | 0.26% | Reduce -15.2% | 61,254 | $1.3M |
| Sunbelt Securities, Inc. | 0.12% | Add +3.2% | 60,464 | $1.3M |
| Lantz Financial LLC | 0.34% | Add +0.3% | 60,000 | $1.3M |
| GoalVest Advisory LLC | 0.36% | Add +5.6% | 59,455 | $1.2M |
| Naples Global Advisors, LLC | 0.11% | Add +1.1% | 58,635 | $1.2M |
| Access Investment Management LLC | 0.37% | No change | 57,675 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +2.5% | 57,405 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.5% | 57,105 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -4.8% | 56,552 | $1.2M |
| Modern Wealth Management, LLC | 0.07% | Add +2.7% | 56,387 | $1.2M |
| Rothschild Investment LLC | 0.08% | Reduce -0.8% | 55,935 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.10% | Add +0.0% | 55,670 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.11% | Add +3.3% | 54,942 | $1.2M |
| Second Line Capital, LLC | 0.31% | Add +0.7% | 54,124 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +2.9% | 54,040 | $1.1M |
| Millennium Management | 0.00% | Reduce -26.7% | 53,977 | $1.1M |
| WealthPlan Investment Management, LLC | 0.11% | Add +3.1% | 53,362 | $1.1M |
| PFG Advisors | 0.07% | Reduce -0.0% | 53,179 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +8.2% | 51,256 | $1.1M |
| C2C Wealth Management, LLC | 1.00% | No change | 50,600 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -10.9% | 50,701 | $1.1M |
| Baldwin Investment Management, LLC | 0.13% | Reduce -6.7% | 50,674 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Add +2.7% | 50,563 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +7.2% | 50,505 | $1.1M |
| Riverbridge Partners LLC | 0.01% | Add +1.9% | 50,250 | $1.1M |
| Balboa Wealth Partners | 0.26% | Add +31.8% | 50,069 | $1.0M |
| Castle Wealth Management LLC | 0.42% | Add +1.5% | 49,724 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +0.3% | 49,530 | $1.0M |
| Axiom Advisory, LLC | 0.01% | Add +4.0% | 49,874 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -4.3% | 49,174 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Reduce -16.3% | 48,906 | $1.0M |
| Ancora Advisors LLC | 0.02% | Add +3.7% | 48,526 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Add +30.9% | 48,512 | $1.0M |
| M Holdings Securities, Inc. | 0.25% | Reduce -15.3% | 48,289 | $1.0M |
| Everstar Asset Management, LLC | 0.69% | — | 48,180 | $1.0M |
| Eagle Bay Advisors LLC | 0.39% | Add +5.7% | 48,175 | $1.0M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -0.3% | 47,691 | $999K |
| Linden Thomas Advisory Services, LLC | 0.14% | Add +3.7% | 47,669 | $998K |
| Alberta Investment Management Corp | 0.01% | No change | 47,300 | $990K |
| Plan Group Financial, LLC | 0.52% | Add +11.8% | 46,764 | $979K |
| First National Bank of Mount Dora, Trust Investment Services | 0.22% | No change | 46,002 | $963K |
| Advisory Services Network, LLC | 0.02% | No change | 46,128 | $961K |
| Accel Wealth Management | 0.36% | Reduce -7.9% | 45,780 | $959K |
| Guild Investment Management, Inc. | 1.05% | No change | 45,410 | $951K |
| SteelPeak Wealth, LLC | 0.04% | Reduce -1.9% | 44,834 | $939K |
| Ascent Group, LLC | 0.07% | Reduce -15.1% | 44,675 | $935K |
| Independent Wealth Network Inc. | 0.41% | Reduce -0.0% | 44,564 | $933K |
| Harbour Investments, Inc. | 0.03% | Add +5.5% | 44,370 | $929K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.9% | 44,035 | $922K |
| Verity Asset Management, Inc. | 0.35% | Add +25.6% | 43,972 | $921K |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +1.2% | 43,609 | $913K |
| Belpointe Asset Management LLC | 0.05% | Reduce -25.7% | 43,311 | $907K |
| Zuckerman Investment Group, LLC | 0.09% | No change | 43,000 | $900K |
| Port Capital LLC | 0.04% | No change | 43,000 | $900K |
| Scientech Research LLC | 0.18% | Add +48.5% | 42,159 | $883K |
| BKM Wealth Management, LLC | 0.35% | Reduce -2.8% | 41,621 | $872K |
| CreativeOne Wealth, LLC | 0.03% | Add +11.1% | 41,408 | $867K |
| Bank Ozk | 0.36% | No change | 41,163 | $862K |
| US Bancorp \de | 0.00% | Reduce -4.3% | 41,111 | $861K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.9% | 41,001 | $859K |
| TFG Advisers LLC | 0.31% | Add +53.9% | 40,869 | $856K |
| St Germain D J Co. Inc. | 0.04% | No change | 40,500 | $848K |
| IFG Advisory, LLC | 0.05% | Add +3.0% | 40,237 | $843K |
| Canal Capital Management, LLC | 0.13% | Add +16.3% | 39,974 | $837K |
| Capital Management Associates | 0.93% | No change | 39,972 | $837K |
| 1620 Investment Advisors, Inc. | 0.61% | Add +0.5% | 39,608 | $829K |
| AllSquare Wealth Management LLC | 0.47% | No change | 39,354 | $824K |
| StoneX Group Inc. | 0.06% | Reduce -14.4% | 39,089 | $819K |
| Aberdeen Group plc | 0.00% | Reduce -2.1% | 39,011 | $816K |
| NewSquare Capital LLC | 0.06% | Add +3.1% | 38,794 | $812K |
| Left Brain Wealth Management, LLC | 0.37% | Add +42.6% | 38,385 | $804K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +16.8% | 38,205 | $800K |
| Glenview Trust Co | 0.02% | Reduce -5.0% | 37,637 | $788K |
| Perigon Wealth Management, LLC | 0.02% | Add +11.6% | 37,389 | $783K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -4.2% | 36,519 | $765K |
| Hamilton Capital Partners Inc. | 0.07% | No change | 36,500 | $764K |
| Sowell Financial Services LLC | 0.04% | Add +2.2% | 36,414 | $763K |
| Raymond James Trust N.A. | 0.02% | Add +43.1% | 36,029 | $754K |
| Allianz Asset Management GmbH | 0.00% | Reduce -12.2% | 35,925 | $752K |
| Measured Wealth Private Client Group, LLC | 0.25% | Add +4.0% | 35,619 | $746K |
| WESPAC Advisors, LLC | 0.55% | Reduce -1.6% | 35,397 | $741K |
| Ausdal Financial Partners, Inc. | 0.08% | Add +8.4% | 34,705 | $727K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.1% | 34,672 | $726K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.3% | 34,599 | $725K |
| MRP Capital Investments, LLC | 0.68% | Reduce -22.8% | 34,205 | $716K |
| Financial Counselors Inc. | 0.01% | Add +3.4% | 34,031 | $713K |
| FIL Ltd | 0.00% | Add +1590.9% | 33,971 | $711K |
| Vantage Financial Partners, LLC | 0.17% | New | 33,612 | $704K |
| All Season Financial Advisors, Inc. | 0.60% | Reduce -0.5% | 33,533 | $702K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.1% | 33,464 | $701K |
| JBR Co Financial Management Inc | 0.45% | Add +1.5% | 33,047 | $692K |
| Advisory Research Inc. | 0.12% | Add +2.9% | 32,874 | $688K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -2.6% | 32,759 | $686K |
| Merriman Wealth Management, LLC | 0.03% | Add +2.3% | 32,331 | $677K |
| Jane Street Group, LLC | 0.00% | Reduce -55.3% | 31,784 | $666K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.3% | 31,635 | $661K |
| Pinion Investment Advisors, LLC | 0.28% | Add +10.4% | 31,448 | $659K |
| Commerce Bank | 0.00% | Reduce -0.3% | 31,348 | $656K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 31,179 | $653K |
| Erste Asset Management GmbH | 0.01% | Add +110.0% | 31,500 | $651K |
| Samjo Management, LLC | 0.22% | Add +0.3% | 30,880 | $647K |
| Whitener Capital Management, Inc. | 0.18% | Reduce -1.0% | 30,811 | $645K |
| Virtus Advisers, LLC | 0.30% | Reduce -17.0% | 30,765 | $644K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +7.7% | 30,749 | $644K |
| Quad-Cities Investment Group, LLC | 0.32% | Reduce -1.5% | 30,673 | $642K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +0.2% | 30,427 | $637K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 30,237 | $633K |
| Hilltop Holdings Inc. | 0.04% | Add +34.6% | 30,056 | $629K |
| Valeo Financial Advisors, LLC | 0.02% | Add +25.0% | 30,009 | $628K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $628K |
| Compound Planning, Inc. | 0.04% | Reduce -38.7% | 29,918 | $626K |
| Wedmont Private Capital | 0.04% | Add +0.4% | 29,664 | $624K |
| McDonald Partners LLC | 0.16% | Add +0.1% | 29,650 | $621K |
| Balentine LLC | 0.02% | New | 29,304 | $614K |
| Trek Financial, LLC | 0.05% | Add +17.5% | 29,239 | $612K |
| Delta Financial Group, Inc. | 0.23% | Add +24.4% | 29,176 | $611K |
| MacKay Shields LLC | 0.10% | Reduce -92.6% | 28,999 | $607K |
| AA Financial Advisors, LLC | 0.18% | Reduce -1.6% | 28,975 | $607K |
| FLC Capital Advisors | 0.14% | Add +50.4% | 28,899 | $605K |
| Lewis Asset Management, LLC | 0.44% | Add +12.0% | 28,709 | $601K |
| Hudson Capital Management LLC | 0.20% | No change | 28,568 | $598K |
| Equitable Holdings, Inc. | 0.01% | Reduce -15.8% | 28,268 | $592K |
| Founders Financial Alliance, LLC | 0.16% | Add +0.2% | 28,116 | $589K |
| Mandatum Life Insurance Co Ltd | 0.18% | Add +46.3% | 28,001 | $586K |
| Aurora Private Wealth, Inc. | 0.46% | Add +1.6% | 27,788 | $582K |
| Aua Capital Management, LLC | 0.33% | No change | 27,590 | $578K |
| XTX Topco Ltd | 0.04% | New | 27,484 | $576K |
| &partners | 0.01% | New | 27,261 | $571K |
| Benjamin Edwards Inc. | 0.01% | Add +61.0% | 26,968 | $565K |
| Formidable Asset Management, LLC | 0.09% | Reduce -15.2% | 26,951 | $564K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -29.2% | 26,846 | $562K |
| NorthRock Partners, LLC | 0.02% | No change | 26,742 | $560K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -9.0% | 26,661 | $558K |
| Platform Technology Partners | 0.17% | Add +0.7% | 26,583 | $557K |
| Navis Wealth Advisors, LLC | 0.60% | No change | 26,462 | $554K |
| Monument Capital Management | 0.15% | Reduce -5.9% | 26,403 | $553K |
| BIP Wealth, LLC | 0.04% | Add +76.7% | 25,932 | $543K |
| Western Financial Corp | 0.31% | Add +2.3% | 25,823 | $541K |
| Stiles Financial Services Inc | 0.18% | Add +11.6% | 25,078 | $525K |
| Autumn Glory Partners, LLC | 0.20% | Add +100.0% | 25,070 | $525K |
| PFG Investments, LLC | 0.03% | Reduce -1.2% | 25,015 | $524K |
| Guggenheim Capital LLC | 0.00% | Add +3.8% | 24,872 | $521K |
| Evoke Wealth, LLC | 0.01% | New | 24,605 | $515K |
| FSA Advisors, Inc. | 0.51% | No change | 24,369 | $510K |
| Amitell Capital Pte Ltd | 0.38% | No change | 24,366 | $510K |
| Prosperity Consulting Group, LLC | 0.04% | New | 24,087 | $504K |
| Lazard Asset Management LLC | 0.00% | New | 23,853 | $499K |
| Roman Butler Fullerton & Co. | 0.15% | Add +0.7% | 23,250 | $498K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.6% | 23,691 | $496K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.3% | 23,290 | $488K |
| Daymark Wealth Partners, LLC | 0.02% | Add +21.1% | 23,000 | $482K |
| Parcion Private Wealth LLC | 0.04% | No change | 22,982 | $481K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -10.0% | 21,943 | $469K |
| DCM Advisors, LLC | 0.24% | Reduce -7.3% | 22,364 | $468K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 22,331 | $468K |
| Prossimo Advisors, LLC | 0.34% | Reduce -26.5% | 22,315 | $467K |
| Bard Associates Inc. | 0.16% | No change | 22,255 | $466K |
| Choreo, LLC | 0.01% | Add +14.0% | 22,346 | $463K |
| Venture Visionary Partners LLC | 0.02% | Add +5.1% | 22,105 | $463K |
| M&R Capital Management Inc. | 0.10% | Add +1.1% | 21,944 | $460K |
| Meridian Investment Counsel Inc. | 0.14% | Reduce -25.5% | 21,500 | $450K |
| Fiduciary Group, LLC | 0.05% | Add +37.3% | 21,351 | $447K |
| Perennial Investment Advisors, LLC | 0.06% | Add +1.1% | 21,164 | $443K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Add +30.9% | 20,950 | $439K |
| XML Financial, LLC | 0.04% | Add +2.2% | 20,869 | $437K |
| Prostatis Group LLC | 0.14% | Add +2.3% | 20,863 | $437K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | No change | 20,785 | $435K |
| Garden State Investment Advisory Services LLC | 0.14% | Add +29.8% | 20,615 | $432K |
| Gradient Investments LLC | 0.01% | Reduce -1.6% | 20,544 | $430K |
| Keybank National Association | 0.00% | No change | 20,433 | $428K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.8% | 20,195 | $423K |
| Argent Financial Group, Inc. | 0.05% | — | 20,185 | $423K |
| TrueMark Investments, LLC | 0.14% | Reduce -26.3% | 20,153 | $422K |
| PARK CIRCLE Co | 0.37% | No change | 20,000 | $419K |
| TCTC Holdings, LLC | 0.01% | No change | 20,000 | $419K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.5% | 19,895 | $417K |
| Wealth Alliance Advisory Group, LLC | 0.09% | No change | 19,852 | $416K |
| Future Financial Wealth Managment LLC | 0.30% | No change | 19,800 | $415K |
| IFP Advisors, Inc | 0.01% | Reduce -18.3% | 19,783 | $414K |
| Redmond Asset Management, LLC | 0.13% | Reduce -0.3% | 19,395 | $406K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 19,204 | $402K |
| Brandywine Oak Private Wealth LLC | 0.04% | Add +6.5% | 19,094 | $400K |
| FAS Wealth Partners, Inc. | 0.03% | New | 19,067 | $399K |
| Baron Financial Group, LLC | 0.24% | Add +0.7% | 19,038 | $399K |
| Eight 31 Financial, LLC | 0.31% | Add +4.3% | 18,948 | $397K |
| RFG Advisory, LLC | 0.01% | Add +11.7% | 18,886 | $395K |
| Bank of Montreal | 0.00% | Reduce -7.8% | 18,911 | $395K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 18,718 | $392K |
| Trueblood Wealth Management, LLC | 0.20% | No change | 18,713 | $392K |
| Private Trust Co. NA | 0.04% | Reduce -21.1% | 18,578 | $389K |
| Global Assets Advisory, LLC | 0.21% | New | 18,651 | $387K |
| Financial Advocates Investment Management | 0.02% | Add +7.0% | 18,463 | $387K |
| PCG Wealth Advisors, LLC | 0.15% | Add +3.7% | 18,455 | $386K |
| Deutsche Bank AG | 0.00% | Reduce -11.2% | 18,300 | $383K |
| Optimum Investment Advisors | 0.17% | No change | 18,299 | $383K |
| Bridgewealth Advisory Group, LLC | 0.14% | Add +4.7% | 18,263 | $382K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -10.1% | 17,669 | $381K |
| Gentry Private Wealth, LLC | 0.31% | Reduce -1.0% | 18,195 | $381K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -7.8% | 18,163 | $380K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -23.0% | 18,096 | $379K |
| Fiduciary Alliance LLC | 0.05% | New | 18,071 | $378K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +43.2% | 17,900 | $375K |
| WealthPLAN Partners, LLC | 0.05% | Add +41.9% | 17,803 | $373K |
| Intrua Financial, LLC | 0.06% | Reduce -0.8% | 17,456 | $366K |
| Csenge Advisory Group | 0.02% | Reduce -17.1% | 17,134 | $365K |
| Castle Rock Wealth Management, LLC | 0.09% | Reduce -83.4% | 17,248 | $363K |
| JT Stratford LLC | 0.06% | Reduce -3.7% | 17,310 | $362K |
| LVW Advisors, LLC | 0.05% | Add +0.7% | 17,290 | $362K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -46.3% | 17,285 | $362K |
| DeepCurrents Investment Group LLC | 0.87% | No change | 17,007 | $356K |
| Adaptive Financial Consulting, LLC | 0.14% | No change | 16,830 | $352K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -45.0% | 16,430 | $344K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 16,185 | $339K |
| Certuity, LLC | 0.04% | Reduce -3.8% | 16,162 | $338K |
| Chapin Davis, Inc. | 0.11% | Add +0.5% | 16,124 | $338K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 15,950 | $334K |
| Tyche Wealth Partners LLC | 0.08% | Add +2.7% | 15,877 | $332K |
| Prospera Financial Services Inc | 0.01% | Reduce -21.7% | 15,794 | $331K |
| Xcel Wealth Management, LLC | 0.10% | Add +31.5% | 15,650 | $328K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 15,638 | $327K |
| Calydon Capital | 0.05% | New | 15,600 | $327K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.4% | 15,564 | $326K |
| Beck Capital Management, LLC | 0.09% | Add +0.2% | 15,321 | $321K |
| MAI Capital Management | 0.00% | Add +16.7% | 15,303 | $320K |
| Moody National Bank Trust Division | 0.03% | Reduce -7.1% | 15,210 | $318K |
| Merkkuri Wealth Advisors LLC | 0.25% | New | 15,116 | $317K |
| Centaurus Financial, Inc. | 0.02% | Add +4.6% | 15,098 | $316K |
| Vista Investment Management | 0.12% | Add +3.1% | 15,029 | $315K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | No change | 15,000 | $314K |
| Canton Hathaway, LLC | 0.08% | No change | 15,000 | $314K |
| Capital Management Associates, Inc | 0.13% | Reduce -17.4% | 14,872 | $311K |
| Firestone Capital Management | 0.08% | No change | 14,850 | $311K |
| Webster Bank, N. A. | 0.03% | Reduce -7.7% | 14,802 | $310K |
| Lindbrook Capital, LLC | 0.03% | Reduce -19.0% | 14,770 | $309K |
| Secure Asset Management, LLC | 0.05% | Add +35.4% | 14,704 | $308K |
| CIC Wealth, LLC | 0.08% | No change | 14,463 | $303K |
| Trust Co. of Vermont | 0.02% | No change | 14,382 | $301K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.7% | 14,345 | $300K |
| Verus Capital Partners, LLC | 0.03% | Add +19.5% | 14,307 | $300K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.3% | 14,162 | $297K |
| Ethos Financial Group, LLC | 0.05% | Reduce -0.2% | 14,148 | $296K |
| Millennium Capital Advisors, LLC | 0.19% | No change | 14,135 | $296K |
| First Affirmative Financial Network | 0.16% | New | 14,071 | $295K |
| Highlander Partners, L.P. | 0.17% | No change | 14,000 | $294K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -37.1% | 14,000 | $293K |
| Scotia Capital Inc. | 0.00% | New | 13,950 | $292K |
| Moneco Advisors, LLC | 0.04% | Reduce -8.3% | 13,763 | $288K |
| O'ROURKE & COMPANY, Inc | 0.14% | Add +11.3% | 13,499 | $283K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.2% | 13,369 | $280K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +33.5% | 13,217 | $277K |
| Values Added Financial LLC | 0.17% | New | 13,200 | $276K |
| Tyler-Stone Wealth Management | 0.05% | Add +104.0% | 13,147 | $275K |
| Seven Mile Advisory | 0.18% | No change | 13,000 | $272K |
| Segment Wealth Management, LLC | 0.02% | No change | 12,998 | $272K |
| Kornitzer Capital Management Inc. | 0.01% | New | 12,994 | $272K |
| Worth Asset Management, LLC | 0.15% | Reduce -0.3% | 12,991 | $272K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,975 | $272K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -18.7% | 12,833 | $269K |
| Brookstone Capital Management | 0.00% | New | 12,696 | $266K |
| Composition Wealth, LLC | 0.01% | Add +1.4% | 12,541 | $263K |
| IPG Investment Advisors LLC | 0.06% | Reduce -7.4% | 12,529 | $262K |
| Sage Mountain Advisors LLC | 0.02% | No change | 12,484 | $261K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -0.9% | 12,422 | $260K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -38.1% | 12,398 | $260K |
| Anfield Capital Management, LLC | 0.10% | Add +9.2% | 12,343 | $258K |
| Investment Management Associates Inc. | 0.10% | No change | 12,250 | $257K |
| Cannell & Spears LLC | 0.01% | Add +1.0% | 12,175 | $255K |
| NWF Advisory Services Inc. | 0.04% | Add +9.6% | 12,131 | $254K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.4% | 12,113 | $254K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 12,082 | $253K |
| Laidlaw Wealth Management LLC | 0.12% | New | 12,050 | $252K |
| World Investment Advisors | 0.01% | New | 12,033 | $252K |
| Promethium Advisors,llc | 0.18% | — | 12,025 | $252K |
| Florida Trust Wealth Management Co | 0.01% | No change | 12,000 | $251K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 11,917 | $250K |
| Western Pacific Wealth Management, LP | 0.17% | Add +2.6% | 11,904 | $249K |
| Wealthfront Advisers LLC | 0.00% | New | 11,879 | $249K |
| Ipswich Investment Management Co., Inc. | 0.06% | Reduce -8.5% | 11,875 | $249K |
| Heritage Wealth Advisors | 0.01% | No change | 11,850 | $248K |
| Redmont Wealth Advisors LLC | 0.38% | No change | 11,713 | $245K |
| Forthright Family Wealth Advisory LLC | 0.16% | No change | 11,000 | $244K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 11,627 | $243K |
| Fulton Bank, N.A. | 0.01% | Add +0.8% | 11,571 | $242K |
| Meridian Wealth Advisors, LLC | 0.04% | New | 11,500 | $241K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 11,490 | $241K |
| Tiaa Trust, National Association | 0.00% | Add +12.8% | 11,470 | $240K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 11,404 | $239K |
| Windsor Advisory Group, LLC | 0.27% | New | 11,402 | $239K |
| Quantinno Capital Management LP | 0.00% | Add +10.6% | 11,291 | $236K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -16.6% | 11,252 | $236K |
| Kovack Advisors, Inc. | 0.02% | Add +6.2% | 11,218 | $235K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.1% | 11,145 | $233K |
| Clare Market Investments LLC | 0.06% | Add +0.3% | 11,131 | $233K |
| Oakwell Private Wealth Management, LLC | 0.07% | No change | 11,100 | $232K |
| My Legacy Advisors, LLC | 0.09% | Reduce -10.0% | 11,019 | $231K |
| Faithward Advisors, LLC | 0.04% | Reduce -1.1% | 10,935 | $229K |
| Flputnam Investment Management Co. | 0.00% | Add +107.7% | 10,364 | $229K |
| Watts Gwilliam & Co., LLC | 0.05% | — | 10,873 | $228K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.2% | 10,842 | $227K |
| Verdence Capital Advisors LLC | 0.02% | New | 10,824 | $227K |
| Accredited Investors Inc. | 0.01% | No change | 10,755 | $225K |
| ELCO Management Co., LLC | 0.12% | Reduce -0.9% | 10,700 | $224K |
| Core Wealth Partners LLC | 0.14% | No change | 10,678 | $224K |
| CWA Asset Management Group, LLC | 0.01% | — | 10,659 | $223K |
| Ascentis Independent Advisors | 0.03% | Reduce -2.4% | 10,657 | $223K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.4% | 10,532 | $221K |
| CoreCap Advisors, LLC | 0.01% | Add +42.0% | 10,504 | $220K |
| Allie Family Office LLC | 0.12% | No change | 10,500 | $220K |
| North Star Investment Management Corp. | 0.02% | No change | 10,500 | $220K |
| KLCM Advisors, Inc. | 0.03% | No change | 10,370 | $217K |
| Calton & Associates, Inc. | 0.08% | New | 10,353 | $217K |
| Clarus Wealth Advisors | 0.11% | Add +0.9% | 10,310 | $217K |
| Clark Financial Services Group Inc. | 0.20% | New | 10,330 | $216K |
| Fiduciary Family Office, LLC | 0.07% | New | 10,318 | $216K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 10,248 | $215K |
| Signaturefd, LLC | 0.00% | Reduce -3.9% | 10,218 | $214K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +4.0% | 10,216 | $214K |
| Hexagon Capital Partners LLC | 0.04% | Add +4.3% | 10,194 | $213K |
| Elevatus Welath Management | 0.07% | Reduce -11.7% | 10,089 | $211K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 10,079 | $211K |
| Madison Park Capital Advisors, LLC | 0.16% | No change | 10,000 | $209K |
| Stelac Advisory Services LLC | 0.08% | No change | 10,000 | $209K |
| Alpha Omega Wealth Management LLC | 0.04% | Add +0.6% | 9,976 | $209K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 9,910 | $208K |
| Brighton Jones LLC | 0.01% | Reduce -6.3% | 9,869 | $207K |
| Emergent Wealth Advisors, LLC | 0.15% | No change | 9,867 | $207K |
| Ellis Investment Partners, LLC | 0.04% | New | 9,791 | $205K |
| First Citizens Bank & Trust Co. | 0.00% | New | 9,639 | $202K |
| Fifth Third Bancorp | 0.00% | Add +0.0% | 9,129 | $191K |
| MCF Advisors LLC | 0.01% | Add +2.5% | 8,908 | $187K |
| Allworth Financial LP | 0.00% | Reduce -8.5% | 8,399 | $176K |
| Beacon Capital Management, LLC | 0.02% | Add +7.5% | 8,153 | $171K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 8,060 | $169K |
| Optiver Holding B.V. | 0.00% | New | 7,151 | $150K |
| West Oak Capital, LLC | 0.07% | Reduce -13.2% | 6,600 | $138K |
| HM Payson & Co. | 0.00% | Reduce -13.2% | 6,361 | $133K |
| Hollencrest Capital Management | 0.01% | Add +4.7% | 6,215 | $130K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,161 | $129K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | No change | 6,047 | $127K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 6,000 | $126K |
| Key Financial Inc | 0.03% | No change | 5,477 | $115K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.0% | 5,472 | $115K |
| Principal Securities, Inc. | 0.00% | Reduce -8.2% | 5,445 | $114K |
| Grove Bank & Trust | 0.02% | Add +565.0% | 5,400 | $113K |
| FSC Wealth Advisors, LLC | 0.08% | Add +562.5% | 5,300 | $111K |
| Wintrust Investments LLC | 0.08% | Reduce -91.8% | 5,015 | $105K |
| Citigroup Inc. | 0.00% | Reduce -43.1% | 4,896 | $103K |
| Centennial Bank | 0.05% | New | 4,856 | $102K |
| Jones Financial Companies LLLP | 0.00% | Add +568.3% | 4,698 | $98K |
| Luken Investment Analytics, LLC | 0.04% | No change | 4,600 | $96K |
| J.Safra Asset Management Corp | 0.01% | Add +29.6% | 4,419 | $92K |
| Cedar Wealth Management, LLC | 0.03% | No change | 4,302 | $90K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 4,275 | $90K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.3% | 4,097 | $86K |
| Chilton Capital Management LLC | 0.00% | Add +11.1% | 3,998 | $84K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +2536.2% | 3,638 | $76K |
| Sandy Spring Bank | 0.00% | Add +2.8% | 3,579 | $75K |
| SouthState Bank Corp | 0.01% | Reduce -30.0% | 3,500 | $73K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -26.8% | 3,499 | $73K |
| Security National Bank | 0.01% | No change | 3,272 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -92.8% | 3,216 | $67K |
| Quarry LP | 0.02% | New | 3,180 | $67K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.2% | 2,962 | $62K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,888 | $60K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,876 | $60K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.0% | 2,631 | $55K |
| CVA Family Office, LLC | 0.01% | No change | 2,530 | $53K |
| Blue Trust, Inc. | 0.00% | Add +56.8% | 2,510 | $52K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -32.8% | 2,447 | $51K |
| Bogart Wealth, LLC | 0.00% | Reduce -1.9% | 2,437 | $51K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,300 | $48K |
| Venturi Wealth Management, LLC | 0.00% | No change | 2,182 | $46K |
| Chesapeake Asset Management LLC | 0.04% | No change | 2,139 | $45K |
| Russell Investments Group, Ltd. | 0.00% | Add +75.8% | 2,001 | $42K |
| Hobbs Group Advisors, LLC | 0.01% | Add +20.7% | 1,874 | $39K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,850 | $39K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,835 | $38K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,700 | $36K |
| Estabrook Capital Management | 0.01% | No change | 1,650 | $35K |
| Headlands Technologies LLC | 0.00% | Reduce -99.2% | 1,644 | $34K |
| Archer Investment Corp | 0.01% | Reduce -33.9% | 1,520 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 1,500 | $31K |
| Rogco, LP | 0.01% | No change | 1,388 | $29K |
| Horizon Financial Services, LLC | 0.02% | New | 1,342 | $28K |
| Valley National Advisers Inc. | 0.01% | Reduce -6.4% | 1,352 | $28K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +2.3% | 1,330 | $28K |
| Hemington Wealth Management | 0.01% | New | 1,299 | $27K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.3% | 1,293 | $27K |
| Acadian Asset Management LLC | 0.00% | Reduce -9.8% | 1,317 | $27K |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +0.9% | 1,244 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $26K |
| AlphaMark Advisors, LLC | 0.01% | Add +2.3% | 1,255 | $26K |
| Nemes Rush Group LLC | 0.00% | No change | 1,237 | $26K |
| McIlrath & Eck, LLC | 0.00% | Add +10.1% | 1,222 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.3% | 1,202 | $25K |
| CGC Financial Services, LLC | 0.01% | No change | 1,161 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 1,156 | $24K |
| Payden & Rygel | 0.00% | No change | 1,160 | $24K |
| Earned Wealth Advisors, LLC | 0.01% | New | 1,140 | $24K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,138 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $23K |
| Founders Capital Management | 0.01% | No change | 1,110 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $23K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,100 | $23K |
| Morse Asset Management, Inc | 0.01% | New | 1,100 | $23K |
| Smithfield Trust Co | 0.00% | No change | 1,111 | $23K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -0.1% | 1,003 | $21K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 1,000 | $21K |
| Investors Research Corp | 0.00% | No change | 1,000 | $21K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,000 | $21K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $21K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 976 | $20K |
| PSI Advisors, LLC | 0.01% | No change | 950 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 930 | $19K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 922 | $19K |
| Huntington National Bank | 0.00% | No change | 908 | $19K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 897 | $19K |
| Assetmark, Inc. | 0.00% | Reduce -35.5% | 866 | $18K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -61.7% | 900 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.7% | 857 | $18K |
| Kessler Investment Group, LLC | 0.01% | No change | 837 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 835 | $17K |
| Ridgewood Investments LLC | 0.01% | Reduce -60.5% | 800 | $17K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 790 | $17K |
| Bokf, NA | 0.00% | New | 770 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 728 | $15K |
| Sachetta, LLC | 0.01% | No change | 706 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Add +8.5% | 700 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 676 | $14K |
| DT Investment Partners, LLC | 0.00% | Reduce -23.8% | 646 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 630 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 599 | $13K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +7.1% | 576 | $12K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +2.1% | 573 | $12K |
| WR Wealth Planners, LLC | 0.00% | No change | 500 | $10K |
| Capital Analysts, LLC | 0.00% | New | 485 | $10K |
| LRI Investments, LLC | 0.00% | Add +1596.3% | 458 | $10K |
| JNBA Financial Advisors | 0.00% | Add +178.5% | 440 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 429 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 415 | $9K |
| Continuum Advisory, LLC | 0.00% | Reduce -42.9% | 395 | $9K |
| Accordant Advisory Group Inc | 0.01% | No change | 400 | $8K |
| Creekmur Asset Management LLC | 0.00% | Add +0.3% | 308 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | Add +50.0% | 300 | $6K |
| Evolution Advisers, Inc. | 0.00% | No change | 304 | $6K |
| West Branch Capital LLC | 0.00% | No change | 274 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 268 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 270 | $5K |
| iA Global Asset Management Inc. | 0.00% | Reduce -99.9% | 249 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $5K |
| City Holding Co. | 0.00% | Add +28.6% | 225 | $5K |
| Hilltop National Bank | 0.00% | Reduce -4.8% | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| Avion Wealth | 0.00% | New | 200 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 188 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 170 | $4K |
| WFA of San Diego, LLC | 0.00% | No change | 150 | $3K |
| Covestor Ltd | 0.00% | Reduce -6.7% | 126 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +2.2% | 139 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 125 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 119 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 117 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -10.3% | 105 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 100 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 91 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | — | 91 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 70 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 60 | $1K |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $817 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $628 |
| Horizon Investments, LLC | 0.00% | No change | 23 | $482 |
| Tucker Asset Management LLC | 0.00% | Reduce -99.5% | 10 | $220 |
| Robinswood Financial LLC | 0.00% | No change | 10 | $219 |
| Danske Bank A/S | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.