Ares CapitalARCC
13F holders, Q2 2025 (June 30)837holders +6
64new positions
61sold out
5famous investors
$21.97avg. 13F price*
At the end of Q2 2025, 837 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, up 6 from Q1 2025. 64 opened new positions and 61 sold out. The largest holders were Morgan Stanley ($356.0M), Van Eck Associates Corp. ($285.7M) and Bank of America Corp. ($190.6M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ares Capital Corp.
- CUSIP
- 04010L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $53.5M |
| Exits | 61 | $65.9M |
All 13F filers, Q1 2025 → Q2 2025: 22,286,202 shares bought and 15,237,227 shares sold, net +7,048,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 837 holders
| Morgan Stanley | 0.02% | Reduce -7.6% | 16,209,401 | $356.0M |
| Van Eck Associates Corp. | 0.33% | Add +0.5% | 13,008,911 | $285.7M |
| Bank of America Corp. | 0.02% | Add +8.8% | 8,678,129 | $190.6M |
| UBS Group AG | 0.03% | Add +40.6% | 7,063,189 | $155.1M |
| JPMorgan Chase & Co. | 0.01% | Add +18.6% | 6,404,876 | $140.7M |
| Generali Asset Management SPA SGR | 2.53% | Reduce -14.7% | 5,052,119 | $110.9M |
| Legal & General Group Plc | 0.03% | Add +5.4% | 4,955,567 | $108.8M |
| Wells Fargo & Company | 0.02% | Add +12.8% | 4,336,793 | $95.2M |
| LPL Financial LLC | 0.03% | Add +7.5% | 3,834,636 | $84.2M |
| Confluence Investment Management LLC | 1.18% | Add +0.6% | 3,796,791 | $83.4M |
| Ameriprise Financial Inc. | 0.02% | Add +6.3% | 3,794,378 | $83.4M |
| Royal Bank of Canada | 0.02% | Add +0.5% | 3,579,518 | $78.6M |
| Invesco Ltd. | 0.01% | Add +825.4% | 3,551,711 | $78.0M |
| Two Sigma Advisers, LP | 0.15% | Reduce -11.2% | 3,299,000 | $72.4M |
| BlackRock, Inc. | 0.00% | Add +30.3% | 3,163,110 | $69.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.2% | 3,037,944 | $66.7M |
| Allen Investment Management, LLC | 0.73% | Add +1.9% | 3,031,636 | $66.6M |
| Raymond James Financial Inc. | 0.02% | Add +10.3% | 3,001,640 | $65.9M |
| Advisors Capital Management, LLC | 0.92% | Reduce -17.3% | 3,001,309 | $65.9M |
| HighTower Advisors, LLC | 0.08% | Add +9.0% | 2,856,335 | $62.7M |
| FMR LLC | 0.00% | Reduce -21.6% | 2,788,885 | $61.2M |
| Two Sigma Investments, LP | 0.11% | Reduce -9.3% | 2,730,564 | $60.0M |
| CCLA Investment Management | 0.98% | Reduce -2.7% | 2,724,422 | $59.8M |
| Stifel Financial Corp. | 0.06% | Add +4.4% | 2,635,268 | $57.9M |
| Sound Income Strategies, LLC | 3.09% | Add +3.2% | 2,453,944 | $53.9M |
| OMERS ADMINISTRATION Corp | 0.40% | Add +56.9% | 2,342,324 | $51.4M |
| Osaic Holdings, Inc. | 0.08% | Add +15.9% | 2,149,460 | $47.2M |
| Progeny 3, Inc. | 2.62% | No change | 2,125,718 | $46.7M |
| Rockefeller Capital Management L.P. | 0.10% | Add +3.9% | 2,025,683 | $46.0M |
| Border to Coast Pensions Partnership Ltd | 0.77% | Add +2.7% | 1,900,000 | $41.7M |
| Ares Management LLC | 2.09% | Reduce -1.4% | 1,861,913 | $40.9M |
| Nomura Asset Management Co. Ltd. | 0.11% | Add +25.4% | 1,795,699 | $39.4M |
| Partners Group Holding AG | 1.74% | Add +2.0% | 1,686,269 | $37.0M |
| Evercore Wealth Management, LLC | 0.57% | Add +241.8% | 1,666,373 | $36.6M |
| Clearbridge Investments, LLC | 0.03% | Add +5.1% | 1,607,212 | $35.3M |
| Capital Advisors Inc. | 0.61% | Add +0.8% | 1,543,773 | $33.9M |
| Muzinich & Co., Inc. | 13.77% | Add +22.0% | 1,373,051 | $30.2M |
| Bruni J V & Co. | 3.04% | Reduce -1.8% | 1,316,713 | $28.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +14.1% | 1,260,403 | $27.7M |
| Stephens Inc. | 0.37% | Reduce -0.7% | 1,241,314 | $27.3M |
| LSV Asset Management | 0.06% | Reduce -5.2% | 1,193,490 | $26.2M |
| McGowan Group Asset Management, Inc. | 3.27% | Add +1.9% | 1,166,138 | $25.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -8.0% | 1,159,645 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.3% | 1,132,480 | $24.9M |
| Freestone Grove Partners LP | 0.19% | New | 1,128,524 | $24.8M |
| Cetera Investment Advisers | 0.04% | Reduce -0.6% | 1,118,033 | $24.6M |
| Northern Trust Corp. | 0.00% | Add +4770.2% | 1,061,219 | $23.3M |
| Sage Advisors, LLC | 16.54% | Add +5.7% | 1,055,015 | $23.2M |
| Franklin Resources Inc. | 0.01% | Add +17.3% | 1,027,128 | $22.6M |
| Gilbert & Cook, Inc. | 2.99% | Reduce -25.0% | 1,006,603 | $22.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.3% | 944,376 | $20.7M |
| Baird Financial Group, Inc. | 0.04% | Add +2.4% | 935,312 | $20.5M |
| Spinnaker Trust | 1.19% | Add +75.9% | 904,301 | $19.9M |
| 1832 Asset Management L.P. | 0.03% | Reduce -45.9% | 884,870 | $19.4M |
| D.A. Davidson & Co. | 0.14% | Reduce -0.6% | 872,719 | $19.2M |
| Nan Fung Trinity (hk) Ltd. | 2.24% | Add +31.5% | 852,100 | $18.7M |
| Neuberger Berman Group LLC | 0.01% | Add +2.2% | 821,600 | $18.0M |
| iA Global Asset Management Inc. | 0.27% | Add +100.5% | 819,236 | $18.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.3% | 795,588 | $17.5M |
| Melia Wealth LLC | 8.20% | Add +3.6% | 779,671 | $17.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.9% | 758,943 | $16.7M |
| Sigma Investment Counselors Inc. | 0.91% | Add +3.9% | 750,266 | $16.5M |
| Northeast Financial Consultants Inc | 0.67% | Reduce -12.7% | 748,796 | $16.4M |
| Edgemoor Investment Advisors, Inc. | 1.31% | Reduce -5.2% | 684,870 | $15.0M |
| Naviter Wealth, LLC | 1.79% | Reduce -3.1% | 662,019 | $14.5M |
| Chicago Partners Investment Group LLC | 0.38% | Add +4.9% | 564,302 | $13.0M |
| Lido Advisors, LLC | 0.07% | Add +62.6% | 588,315 | $12.9M |
| Vista Finance, LLC | 11.06% | Add +6.5% | 583,802 | $12.8M |
| CW Advisors, LLC | 0.12% | Add +36.7% | 579,322 | $12.7M |
| Palisade Capital Management, LP | 0.40% | Reduce -1.7% | 570,342 | $12.5M |
| Denali Advisors LLC | 1.29% | Reduce -2.3% | 563,451 | $12.4M |
| SCS Capital Management LLC | 0.13% | Add +0.8% | 535,527 | $11.8M |
| Tectonic Advisors LLC | 0.68% | Add +14.4% | 535,155 | $11.8M |
| Barclays PLC | 0.00% | Add +88.5% | 527,018 | $11.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.53% | Add +11.7% | 516,655 | $11.3M |
| Bell Bank | 0.52% | Add +0.9% | 504,792 | $11.1M |
| Corient Private Wealth LP | 0.01% | Reduce -4.6% | 501,240 | $11.0M |
| LGT Group Foundation | 0.14% | Reduce -0.0% | 499,088 | $11.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -31.1% | 497,162 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -17.6% | 495,814 | $10.9M |
| HRT Financial LP | 0.05% | Reduce -39.1% | 493,561 | $10.8M |
| Wellington Management Group LLP | 0.00% | No change | 490,000 | $10.8M |
| Enstar Group LTD | 3.91% | No change | 484,524 | $10.6M |
| Graypoint LLC | 0.60% | Add +9.3% | 481,245 | $10.6M |
| Sfmg, LLC | 0.79% | Add +3.2% | 477,010 | $10.5M |
| Boston Partners | 0.01% | Reduce -4.3% | 467,296 | $10.3M |
| NorthCoast Asset Management LLC | 0.04% | Add +5.3% | 461,561 | $10.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +3.6% | 458,074 | $10.1M |
| CIBC Private Wealth Group LLC | 0.02% | Add +1.4% | 448,952 | $9.9M |
| Columbus Macro, LLC | 1.20% | Add +11.4% | 447,906 | $9.8M |
| Gritstone Asset Management LLC | 10.10% | Add +0.0% | 446,655 | $9.8M |
| LGT Capital Partners LTD. | 0.42% | Add +9.8% | 436,500 | $9.6M |
| Advisors Asset Management, Inc. | 0.17% | Add +2.9% | 425,548 | $9.3M |
| Mgo One Seven LLC | 0.29% | Add +4.5% | 410,010 | $9.0M |
| Carnegie Investment Counsel | 0.17% | Add +22.6% | 395,657 | $8.7M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -1.0% | 393,615 | $8.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +25.1% | 393,598 | $8.6M |
| New South Capital Management Inc. | 0.42% | Reduce -15.3% | 390,939 | $8.6M |
| Mutual Advisors, LLC | 0.21% | Add +128.2% | 366,459 | $8.5M |
| Clearstead Advisors, LLC | 0.12% | Reduce -30.5% | 384,202 | $8.4M |
| Cerity Partners LLC | 0.01% | Add +0.3% | 383,625 | $8.4M |
| State Street Corp. | 0.00% | Add +132.8% | 369,147 | $8.1M |
| one8zero8, LLC | 1.90% | Reduce -4.2% | 365,993 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.6% | 355,708 | $8.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.0% | 345,085 | $7.6M |
| Rathbones Group PLC | 0.03% | Add +51.1% | 345,007 | $7.6M |
| Romano Brothers and Company | 0.93% | Reduce -3.6% | 343,661 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +5.1% | 332,322 | $7.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -78.0% | 316,792 | $7.0M |
| Foresight Capital Management Advisors, Inc. | 3.98% | Add +3.9% | 311,498 | $6.8M |
| Pathstone Holdings, LLC | 0.03% | Add +0.1% | 311,077 | $6.8M |
| M&G PLC | 0.04% | Reduce -16.6% | 304,500 | $6.7M |
| Sargent Investment Group, LLC | 0.90% | Add +12.2% | 296,297 | $6.7M |
| Smith Asset Management Co., LLC | 5.58% | Add +6.7% | 294,182 | $6.5M |
| Independent Financial Group, LLC | 0.17% | Add +1.7% | 279,059 | $6.1M |
| Evergreen Capital Management LLC | 0.18% | Reduce -1.9% | 267,917 | $5.9M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -14.7% | 263,597 | $5.8M |
| Kavar Capital Partners Group, LLC | 0.83% | Add +3.1% | 261,622 | $5.7M |
| Creative Planning | 0.00% | Add +8.5% | 261,040 | $5.7M |
| Mesirow Financial Investment Management, Inc. | 0.11% | Add +10.0% | 255,619 | $5.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 252,555 | $5.5M |
| Mirador Capital Partners LP | 0.90% | Add +2.1% | 252,123 | $5.5M |
| Merit Financial Group, LLC | 0.06% | Reduce -44.7% | 251,961 | $5.5M |
| Challenger Wealth Management | 3.80% | Add +4.9% | 249,678 | $5.5M |
| Tocqueville Asset Management L.P. | 0.08% | Add +2.7% | 242,449 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +313.5% | 241,530 | $5.3M |
| Salem Investment Counselors Inc. | 0.16% | Add +1.5% | 235,415 | $5.2M |
| Apollon Wealth Management, LLC | 0.10% | Add +1.3% | 232,532 | $5.1M |
| Cwm, LLC | 0.02% | Add +62.6% | 231,240 | $5.1M |
| Crestwood Advisors Group, LLC | 0.09% | Add +15.0% | 230,327 | $5.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.6% | 227,052 | $5.0M |
| New England Asset Management Inc. | 0.81% | No change | 225,900 | $5.0M |
| Condor Capital Management | 0.43% | Add +1.9% | 225,589 | $5.0M |
| Truvestments Capital LLC | 0.99% | Reduce -0.9% | 224,340 | $4.9M |
| Baugh & Associates, LLC | 2.55% | Add +2.4% | 242,037 | $4.9M |
| Prairiewood Capital, LLC | 1.79% | Add +12.2% | 220,136 | $4.8M |
| Mariner, LLC | 0.01% | Add +3.6% | 220,110 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +16.7% | 217,211 | $4.8M |
| Mainstay Capital Management LLC | 0.23% | Add +101.6% | 214,528 | $4.7M |
| Quantbot Technologies LP | 0.12% | Add +2497.1% | 210,650 | $4.6M |
| Perennial Advisors, LLC | 0.86% | Add +1.5% | 210,433 | $4.6M |
| International Assets Investment Management, LLC | 0.37% | Add +9.8% | 206,047 | $4.5M |
| Wambolt & Associates, LLC | 1.50% | Reduce -6.3% | 201,706 | $4.4M |
| Waverly Advisors, LLC | 0.05% | Add +0.9% | 199,940 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -33.2% | 197,385 | $4.3M |
| Financial Management Network Inc. | 0.77% | Reduce -0.2% | 191,637 | $4.3M |
| Erste Asset Management GmbH | 0.04% | Add +11.0% | 194,000 | $4.2M |
| Clear Creek Financial Management, LLC | 0.40% | Add +3.5% | 191,504 | $4.2M |
| First National Trust Co | 0.16% | No change | 191,136 | $4.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -33.0% | 188,031 | $4.1M |
| Meridian Wealth Management, LLC | 0.18% | Add +5.2% | 187,373 | $4.1M |
| AE Wealth Management LLC | 0.03% | Reduce -0.6% | 183,474 | $4.0M |
| &partners | 0.03% | Reduce -0.8% | 178,175 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -2.6% | 179,116 | $3.9M |
| Cottage Street Advisors LLC | 2.04% | Reduce -4.8% | 179,008 | $3.9M |
| Round Rock Advisors LLC | 0.68% | Add +4.3% | 178,705 | $3.9M |
| Parkwood LLC | 0.36% | No change | 178,402 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +48.2% | 178,218 | $3.9M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.32% | Add +5.9% | 177,997 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -10.9% | 177,016 | $3.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.36% | Add +5.8% | 176,623 | $3.9M |
| Joel Isaacson & Co., LLC | 0.16% | Add +2.1% | 174,640 | $3.8M |
| SlateStone Wealth, LLC | 0.35% | Reduce -15.2% | 171,253 | $3.8M |
| Obermeyer Wealth Partners | 0.19% | Add +3.3% | 169,856 | $3.7M |
| Granite FO LLC | 2.10% | Reduce -0.3% | 169,215 | $3.7M |
| Bank of Montreal | 0.00% | Add +892.2% | 168,495 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -11.7% | 165,485 | $3.6M |
| Brevan Howard Capital Management LP | 0.04% | New | 164,787 | $3.6M |
| Marathon Capital Management | 0.91% | Reduce -1.1% | 161,265 | $3.5M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -22.4% | 159,338 | $3.5M |
| EWG Elevate Inc. | 1.08% | Add +4.8% | 159,305 | $3.5M |
| Providence Capital Advisors, LLC | 0.64% | Add +2.8% | 158,946 | $3.5M |
| Copperwynd Financial, LLC | 0.87% | Reduce -1.0% | 158,166 | $3.5M |
| BBR Partners, LLC | 0.21% | Add +0.0% | 156,204 | $3.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 155,363 | $3.4M |
| Uniplan Investment Counsel, Inc. | 0.35% | Reduce -9.7% | 154,233 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Add +3.9% | 153,826 | $3.4M |
| Sigma Planning Corp | 0.10% | Reduce -6.2% | 153,308 | $3.4M |
| Curated Wealth Partners LLC | 0.39% | No change | 153,208 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.1% | 151,610 | $3.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -68.3% | 150,651 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +0.1% | 150,321 | $3.3M |
| Community Trust & Investment Co. | 0.19% | Add +0.3% | 150,072 | $3.3M |
| Comerica Bank | 0.01% | Reduce -8.3% | 149,301 | $3.3M |
| Jump Financial, LLC | 0.04% | Add +1121.9% | 149,120 | $3.3M |
| Brown, Lisle/Cummings, Inc. | 0.85% | Add +10.2% | 146,116 | $3.2M |
| Waterloo Capital, L.P. | 0.26% | Add +0.5% | 145,085 | $3.2M |
| Baker Avenue Asset Management, LP | 0.09% | Add +3.4% | 144,025 | $3.2M |
| Banque Cantonale Vaudoise | 0.13% | No change | 144,000 | $3.2M |
| Argent Trust Co | 0.12% | Add +11.1% | 138,966 | $3.1M |
| Ieq Capital, LLC | 0.02% | Add +1.6% | 138,271 | $3.0M |
| Cornerstone Select Advisors, LLC | 2.67% | Reduce -2.3% | 138,104 | $3.0M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -12.7% | 137,796 | $3.0M |
| Brown Advisory Inc. | 0.00% | Reduce -14.0% | 137,452 | $3.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -18.4% | 134,239 | $2.9M |
| TCW Group Inc. | 0.02% | Reduce -81.5% | 132,278 | $2.9M |
| Larson Financial Group LLC | 0.12% | Add +9.9% | 130,585 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +8.8% | 130,326 | $2.9M |
| Aberdeen Group plc | 0.00% | Add +3.4% | 129,593 | $2.9M |
| NFSG Corp | 0.46% | New | 127,969 | $2.8M |
| Taylor Frigon Capital Management LLC | 1.48% | Add +20.9% | 126,366 | $2.8M |
| Arkadios Wealth Advisors | 0.08% | Add +5.9% | 123,673 | $2.7M |
| AdvisorNet Financial, Inc | 0.17% | Reduce -3.6% | 122,659 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -17.3% | 121,333 | $2.7M |
| Brendel Financial Advisors LLC | 1.48% | Add +3.5% | 120,611 | $2.6M |
| Essex Financial Services, Inc. | 0.17% | Add +0.8% | 119,886 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -22.2% | 119,229 | $2.6M |
| Intellectus Partners, LLC | 0.56% | Add +22.7% | 116,997 | $2.6M |
| Magnolia Capital Advisors LLC | 0.64% | Reduce -8.2% | 115,595 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.5% | 111,107 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +13.9% | 109,072 | $2.4M |
| Whittier Trust Co. | 0.03% | Reduce -0.2% | 109,083 | $2.4M |
| Palogic Value Management, L.P. | 1.02% | Add +1.3% | 108,124 | $2.4M |
| Sculati Wealth Management, LLC | 0.89% | Reduce -3.6% | 107,456 | $2.4M |
| Johnson Investment Counsel Inc. | 0.02% | Add +38.0% | 107,002 | $2.3M |
| WCG Wealth Advisors LLC | 0.15% | New | 106,756 | $2.3M |
| Gateway Wealth Partners, LLC | 0.44% | Add +2.5% | 104,924 | $2.3M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +5.1% | 102,777 | $2.3M |
| FourThought Financial Partners, LLC | 0.22% | Add +16.1% | 101,062 | $2.2M |
| Jaffetilchin Investment Partners, LLC | 0.14% | Reduce -5.1% | 100,795 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 100,374 | $2.2M |
| Callodine Capital Management, LP | 0.23% | No change | 100,000 | $2.2M |
| S&T Bank | 0.66% | Reduce -10.5% | 98,791 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Reduce -4.5% | 94,072 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -7.1% | 95,260 | $2.1M |
| BankPlus Trust Department | 0.61% | Add +8.2% | 94,470 | $2.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -11.2% | 94,090 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 92,384 | $2.0M |
| United Advisor Group, LLC | 0.35% | Reduce -0.2% | 92,269 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | No change | 91,985 | $2.0M |
| Cardiff Park Advisors, LLC | 0.17% | Add +2.0% | 91,894 | $2.0M |
| Savvy Advisors, Inc. | 0.13% | Add +101.3% | 91,300 | $2.0M |
| Plan Group Financial, LLC | 0.65% | Reduce -8.1% | 90,612 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.83% | Add +2.7% | 90,494 | $2.0M |
| Eagle Bay Advisors LLC | 1.64% | Reduce -0.2% | 90,318 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -0.9% | 89,253 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -21.0% | 89,101 | $2.0M |
| Stableford Capital II LLC | 0.73% | Reduce -0.8% | 84,025 | $1.9M |
| Millennium Management | 0.00% | Reduce -1.9% | 88,419 | $1.9M |
| Atlantic Union Bankshares Corp | 0.04% | Add +4.8% | 88,226 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.6% | 86,805 | $1.9M |
| M&T Bank Corp | 0.01% | No change | 86,534 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.1% | 86,348 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +383.7% | 85,955 | $1.9M |
| Macquarie Group Ltd. | 0.00% | No change | 85,300 | $1.9M |
| Zuckerman Investment Group, LLC | 0.18% | Reduce -15.2% | 85,017 | $1.9M |
| MBM Wealth Consultants, LLC | 0.50% | Add +9.0% | 84,716 | $1.9M |
| Savant Capital, LLC | 0.01% | Reduce -15.1% | 84,127 | $1.8M |
| Bank of New Hampshire | 0.46% | Add +2.6% | 83,457 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.5% | 83,001 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.5% | 82,941 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.55% | Add +2.1% | 81,023 | $1.8M |
| Transce3nd, LLC | 0.75% | Reduce -3.2% | 81,009 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -2.4% | 79,504 | $1.7M |
| Ayrshire Capital Management LLC | 0.83% | Add +4.8% | 79,049 | $1.7M |
| Integras Partners LLC | 1.86% | Reduce -4.3% | 79,005 | $1.7M |
| National Bank of Canada | 0.00% | Add +30.8% | 78,269 | $1.7M |
| MML Investors Services, LLC | 0.00% | Reduce -1.3% | 77,798 | $1.7M |
| RDA Financial Network | 0.46% | Reduce -2.8% | 76,661 | $1.7M |
| Texas Yale Capital Corp. | 0.05% | Add +1.6% | 74,540 | $1.6M |
| Register Financial Advisors LLC | 0.71% | Add +10.0% | 74,038 | $1.6M |
| Stiles Financial Services Inc | 0.56% | Add +11.1% | 73,449 | $1.6M |
| Glassy Mountain Advisors, Inc. | 0.51% | Reduce -1.1% | 71,941 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +41.0% | 71,904 | $1.6M |
| Samalin Investment Counsel, LLC | 0.61% | Add +3.4% | 71,408 | $1.6M |
| GoalVest Advisory LLC | 0.38% | Add +2.1% | 70,015 | $1.5M |
| Bramshill Investments, LLC | 0.16% | Reduce -0.0% | 69,945 | $1.5M |
| Griffin Asset Management, Inc. | 0.18% | Add +5.4% | 68,636 | $1.5M |
| Activest Wealth Management | 0.36% | Reduce -2.1% | 68,490 | $1.5M |
| Engineers Gate Manager LP | 0.02% | New | 67,729 | $1.5M |
| Hilltop Holdings Inc. | 0.09% | Add +5.5% | 67,430 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +2.3% | 66,297 | $1.5M |
| HUB Investment Partners, LLC | 0.05% | Add +9.1% | 66,205 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.8% | 65,982 | $1.4M |
| Midwest Professional Planners, LTD. | 0.38% | Add +19.6% | 65,771 | $1.4M |
| Carnegie Lake Advisors LLC | 0.57% | Add +0.8% | 65,514 | $1.4M |
| Permanens Capital L.P. | 0.20% | New | 65,128 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.32% | Reduce -3.0% | 64,767 | $1.4M |
| Allworth Financial LP | 0.01% | Add +810.0% | 64,674 | $1.4M |
| Albion Financial Group | 0.09% | Reduce -0.7% | 64,605 | $1.4M |
| TFG Advisers LLC | 0.48% | Add +4.0% | 64,370 | $1.4M |
| Family Manage LLC | 0.21% | Reduce -8.3% | 64,084 | $1.4M |
| Cascade Investment Group, Inc. | 0.98% | No change | 63,961 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -14.7% | 63,751 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.57% | Add +3.4% | 63,721 | $1.4M |
| Certior Financial Group, LLC | 1.07% | Reduce -3.7% | 63,718 | $1.4M |
| Summit Financial, LLC | 0.03% | Add +65.9% | 63,653 | $1.4M |
| Naples Global Advisors, LLC | 0.12% | Add +5.0% | 63,585 | $1.4M |
| Financial Gravity Companies, Inc. | 0.27% | — | 63,054 | $1.4M |
| Sunbelt Securities, Inc. | 0.12% | Reduce -0.6% | 63,025 | $1.4M |
| Duncker Streett & Co. Inc. | 0.25% | Add +0.2% | 62,808 | $1.4M |
| Delphi Management Inc. | 1.33% | Reduce -4.6% | 62,699 | $1.4M |
| AssuredPartners Investment Advisors, LLC | 0.33% | Reduce -1.6% | 62,277 | $1.4M |
| WealthPlan Investment Management, LLC | 0.10% | Add +46.3% | 62,276 | $1.4M |
| Second Line Capital, LLC | 0.32% | Reduce -11.2% | 61,942 | $1.4M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +13.9% | 61,023 | $1.3M |
| Rothschild Investment LLC | 0.08% | Add +0.2% | 59,658 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -7.5% | 59,428 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -47.9% | 58,839 | $1.3M |
| Modern Wealth Management, LLC | 0.03% | Reduce -5.1% | 58,493 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.6% | 58,476 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +15.1% | 58,430 | $1.3M |
| ProShare Advisors LLC | 0.00% | Reduce -3.9% | 57,997 | $1.3M |
| Access Investment Management LLC | 0.36% | — | 57,675 | $1.3M |
| Riverbridge Partners LLC | 0.02% | Add +4.0% | 57,447 | $1.3M |
| PFG Advisors | 0.06% | Add +4.6% | 57,422 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -6.0% | 57,110 | $1.3M |
| Lantz Financial LLC | 0.31% | Reduce -1.1% | 56,668 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.2% | 56,525 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +5.4% | 56,355 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +3.9% | 56,153 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Reduce -2.0% | 55,062 | $1.2M |
| Baldwin Investment Management, LLC | 0.14% | Reduce -0.5% | 54,667 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +2.8% | 54,373 | $1.2M |
| Tempus Wealth Planning, LLC | 0.29% | No change | 53,642 | $1.2M |
| FLC Capital Advisors | 0.24% | Reduce -11.5% | 53,620 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +2.7% | 51,992 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -95.3% | 53,437 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.09% | — | 52,858 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +9.7% | 52,500 | $1.2M |
| Accel Wealth Management | 0.38% | Add +2.1% | 51,410 | $1.1M |
| JBR Co Financial Management Inc | 0.55% | Add +7.3% | 51,155 | $1.1M |
| M Holdings Securities, Inc. | 0.19% | Add +0.7% | 50,907 | $1.1M |
| C2C Wealth Management, LLC | 1.01% | No change | 50,600 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.21% | Reduce -0.7% | 50,584 | $1.1M |
| IFG Advisory, LLC | 0.06% | Add +21.3% | 50,579 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -16.1% | 50,054 | $1.1M |
| Castle Wealth Management LLC | 0.40% | Add +0.6% | 49,999 | $1.1M |
| Independent Wealth Network Inc. | 0.40% | Reduce -0.0% | 49,754 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Add +3.6% | 49,184 | $1.1M |
| AlphaCore Capital LLC | 0.04% | Add +24.2% | 49,100 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +127.7% | 48,431 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | Add +8.2% | 48,387 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.6% | 48,046 | $1.1M |
| Jain Global LLC | 0.02% | New | 48,000 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -0.4% | 47,735 | $1.0M |
| Commerce Bank | 0.01% | Reduce -3.1% | 47,312 | $1.0M |
| StoneX Group Inc. | 0.05% | Add +3.9% | 47,150 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.8% | 46,737 | $1.0M |
| First National Bank of Mount Dora, Trust Investment Services | 0.23% | No change | 46,002 | $1.0M |
| Inspire Advisors, LLC | 0.10% | New | 45,719 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.13% | Reduce -2.5% | 45,468 | $998K |
| Texas Capital Bancshares Inc | 0.35% | No change | 44,569 | $979K |
| Balboa Wealth Partners | 0.20% | Reduce -2.0% | 44,196 | $971K |
| US Bancorp \de | 0.00% | Reduce -2.5% | 43,757 | $961K |
| Certuity, LLC | 0.09% | Reduce -5.2% | 43,444 | $954K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 43,328 | $951K |
| AXA S.A. | 0.00% | No change | 43,155 | $948K |
| Port Capital LLC | 0.04% | No change | 43,000 | $944K |
| Pasadena Private Wealth, LLC | 0.16% | Add +70.0% | 42,084 | $924K |
| IFP Advisors, Inc | 0.03% | Add +68.0% | 41,873 | $920K |
| BKM Wealth Management, LLC | 0.36% | Reduce -0.6% | 41,869 | $919K |
| Floyd Financial Group LLC | 0.85% | New | 40,822 | $915K |
| 1620 Investment Advisors, Inc. | 0.66% | Add +0.4% | 41,586 | $913K |
| Whipplewood Advisors, LLC | 0.50% | Add +1036600.0% | 41,468 | $911K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +14.2% | 41,442 | $910K |
| Bank Ozk | 0.35% | No change | 41,163 | $904K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -5.2% | 40,744 | $895K |
| Everstar Asset Management, LLC | 0.53% | Reduce -2.2% | 39,680 | $871K |
| Westbourne Investment Advisors, Inc. | 0.26% | New | 39,396 | $865K |
| Koshinski Asset Management, Inc. | 0.06% | Add +4.4% | 39,093 | $858K |
| Brookstone Capital Management | 0.01% | Add +22.7% | 39,050 | $858K |
| Mallini Complete Financial Planning LLC | 1.21% | Add +3.4% | 38,058 | $836K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -74.0% | 37,713 | $831K |
| NewSquare Capital LLC | 0.06% | Reduce -4.5% | 37,066 | $814K |
| WESPAC Advisors, LLC | 0.57% | Add +3.5% | 36,955 | $812K |
| AllSquare Wealth Management LLC | 0.46% | Reduce -6.3% | 36,954 | $812K |
| Midwest Trust Co | 0.01% | — | 36,717 | $806K |
| Measured Wealth Private Client Group, LLC | 0.24% | Add +0.1% | 36,592 | $804K |
| Global Assets Advisory, LLC | 0.31% | Reduce -45.2% | 35,954 | $793K |
| Lewis Asset Management, LLC | 0.37% | Add +20.2% | 36,084 | $792K |
| Guggenheim Capital LLC | 0.01% | Add +5.4% | 35,501 | $780K |
| Pinion Investment Advisors, LLC | 0.27% | Reduce -49.2% | 35,371 | $777K |
| Ascent Capital Management, LLC | 0.68% | Add +2.3% | 34,705 | $762K |
| Ascent Group, LLC | 0.03% | Reduce -16.0% | 34,651 | $761K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.4% | 34,532 | $758K |
| St Germain D J Co. Inc. | 0.03% | Add +2.4% | 33,785 | $742K |
| Watts Gwilliam & Co., LLC | 0.12% | Add +226.8% | 34,438 | $738K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.1% | 33,453 | $735K |
| SFG Wealth Management, LLC. | 0.44% | No change | 33,111 | $727K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -2.4% | 33,012 | $725K |
| Lazard Asset Management LLC | 0.00% | No change | 32,634 | $716K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +1.7% | 32,245 | $708K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 32,208 | $707K |
| Magnus Financial Group LLC | 0.06% | Add +2.2% | 32,005 | $703K |
| Verus Capital Partners, LLC | 0.06% | Add +59.8% | 31,951 | $702K |
| Canal Capital Management, LLC | 0.11% | Add +2.2% | 31,928 | $701K |
| Advisory Research Inc. | 0.11% | Add +0.8% | 31,789 | $698K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -13.0% | 31,679 | $696K |
| Maridea Wealth Management LLC | 0.18% | Add +1.9% | 31,502 | $692K |
| Stonegate Investment Group, LLC | 0.02% | Add +127.6% | 31,404 | $690K |
| Fiduciary Group, LLC | 0.06% | Add +27.8% | 31,313 | $688K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.0% | 31,257 | $686K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -6.8% | 31,189 | $685K |
| Samjo Management, LLC | 0.29% | Add +0.4% | 31,000 | $681K |
| Wedmont Private Capital | 0.03% | Add +0.5% | 30,063 | $677K |
| Evanson Asset Management, LLC | 0.04% | New | 30,657 | $673K |
| Virtus Investment Advisers, LLC | 0.23% | Reduce -16.9% | 30,575 | $671K |
| Keybank National Association | 0.00% | Add +47.5% | 30,133 | $662K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $659K |
| McDonald Partners LLC | 0.16% | Add +0.1% | 29,881 | $656K |
| Quad-Cities Investment Group, LLC | 0.30% | Add +3.0% | 29,731 | $653K |
| AA Financial Advisors, LLC | 0.14% | Add +1.3% | 29,691 | $652K |
| Compound Planning, Inc. | 0.02% | Add +0.2% | 29,673 | $652K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.0% | 29,367 | $645K |
| Ethos Financial Group, LLC | 0.06% | Add +20.5% | 29,160 | $640K |
| Canton Hathaway, LLC | 0.13% | Reduce -47.2% | 29,030 | $637K |
| Aurora Private Wealth, Inc. | 0.47% | Add +1.5% | 28,983 | $636K |
| Diversify Advisory Services, LLC | 0.02% | New | 28,264 | $635K |
| Triumph Capital Management | 0.19% | Reduce -27.4% | 28,859 | $634K |
| Hudson Capital Management LLC | 0.18% | No change | 28,568 | $627K |
| Cresset Asset Management, LLC | 0.00% | Reduce -52.0% | 28,530 | $627K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -1.8% | 28,373 | $623K |
| PFG Investments, LLC | 0.04% | Reduce -7.1% | 28,293 | $621K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -5.9% | 28,244 | $620K |
| Aua Capital Management, LLC | 0.36% | No change | 27,590 | $606K |
| Western Financial Corp | 0.32% | Add +2.2% | 27,548 | $605K |
| Sage Mountain Advisors LLC | 0.04% | Add +120.4% | 27,512 | $604K |
| Navis Wealth Advisors, LLC | 0.51% | Add +2.2% | 27,461 | $603K |
| Palacios Wealth Management, LLC | 0.49% | Reduce -6.0% | 26,945 | $592K |
| BIP Wealth, LLC | 0.04% | Add +5.5% | 26,829 | $589K |
| Venture Visionary Partners LLC | 0.02% | Add +0.5% | 26,799 | $589K |
| MRP Capital Investments, LLC | 0.40% | Reduce -1.8% | 26,725 | $587K |
| Private Trust Co. NA | 0.06% | Add +16.0% | 26,655 | $585K |
| Belpointe Asset Management LLC | 0.02% | Reduce -40.6% | 26,356 | $579K |
| Formidable Asset Management, LLC | 0.10% | No change | 26,050 | $577K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -62.2% | 25,820 | $567K |
| Empowered Funds, LLC | 0.01% | Reduce -8.3% | 25,351 | $557K |
| Evoke Wealth, LLC | 0.01% | No change | 25,318 | $556K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -61.6% | 25,191 | $553K |
| Whitener Capital Management, Inc. | 0.15% | Reduce -10.8% | 25,048 | $550K |
| Dark Forest Capital Management LP | 0.02% | Add +16.3% | 25,030 | $550K |
| Quantinno Capital Management LP | 0.00% | Add +46.1% | 24,758 | $544K |
| Webster Bank, N. A. | 0.06% | Add +67.3% | 24,757 | $544K |
| Silver Oak Securities, Incorporated | 0.04% | Add +15.1% | 24,578 | $540K |
| FORA Capital, LLC | 0.06% | Reduce -40.2% | 24,516 | $538K |
| SG Americas Securities, LLC | 0.00% | Add +0.5% | 24,475 | $537K |
| FSA Advisors, Inc. | 0.44% | No change | 24,369 | $535K |
| Amitell Capital Pte Ltd | 0.30% | No change | 24,366 | $535K |
| Mandatum Life Insurance Co Ltd | 0.14% | Reduce -24.0% | 24,295 | $534K |
| Founders Financial Alliance, LLC | 0.12% | Reduce -23.7% | 24,258 | $533K |
| United Capital Financial Advisors, LLC | 0.00% | Add +8.9% | 24,194 | $531K |
| Roman Butler Fullerton & Co. | 0.16% | Add +0.8% | 22,954 | $530K |
| First Affirmative Financial Network | 0.27% | Add +13.7% | 23,967 | $526K |
| Trek Financial, LLC | 0.04% | Reduce -3.7% | 23,803 | $523K |
| Virtu Financial LLC | 0.03% | Reduce -59.7% | 23,645 | $519K |
| Values Added Financial LLC | 0.25% | Reduce -20.2% | 23,594 | $518K |
| Sax Wealth Advisors, LLC | 0.03% | Add +4.8% | 23,311 | $512K |
| Xcel Wealth Management, LLC | 0.15% | Add +16.9% | 23,261 | $511K |
| Glenview Trust Co | 0.01% | New | 23,200 | $509K |
| Monument Capital Management | 0.13% | Reduce -3.7% | 23,130 | $508K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 23,000 | $505K |
| Parcion Private Wealth LLC | 0.04% | No change | 22,982 | $505K |
| Segment Wealth Management, LLC | 0.03% | Reduce -30.6% | 22,711 | $499K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -10.7% | 22,679 | $498K |
| Black Swift Group, LLC | 0.10% | Add +12.5% | 22,500 | $494K |
| Wealthcare Capital Partners, LLC | 0.25% | Reduce -9.0% | 22,446 | $493K |
| Old Mission Capital LLC | 0.01% | New | 22,421 | $492K |
| Prostatis Group LLC | 0.14% | Add +2.1% | 22,236 | $488K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 22,100 | $485K |
| Moneco Advisors, LLC | 0.04% | Reduce -4.2% | 21,680 | $476K |
| Gentry Private Wealth, LLC | 0.36% | Add +1.4% | 21,674 | $476K |
| DRW Securities, LLC | 0.03% | New | 21,650 | $475K |
| Garden State Investment Advisory Services LLC | 0.13% | No change | 21,540 | $473K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +54.5% | 21,476 | $472K |
| DCM Advisors, LLC | 0.20% | Add +4.0% | 23,348 | $471K |
| Bard Associates Inc. | 0.15% | No change | 21,384 | $470K |
| Trueblood Wealth Management, LLC | 0.19% | Add +1.1% | 21,216 | $466K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.4% | 21,132 | $464K |
| LeClair Wealth Partners LLC | 0.31% | Reduce -6.2% | 21,087 | $463K |
| Intrepid Capital Management Inc. | 0.24% | No change | 20,959 | $460K |
| Morningstar Investment Management LLC | 0.04% | Add +11.8% | 20,879 | $459K |
| BankPlus Wealth Management LLC | 0.30% | Add +3.8% | 20,567 | $452K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.6% | 20,464 | $449K |
| Global Retirement Partners, LLC | 0.01% | — | 20,458 | $449K |
| Calydon Capital | 0.04% | No change | 20,375 | $447K |
| Choreo, LLC | 0.01% | Add +1.5% | 20,357 | $447K |
| Future Financial Wealth Managment LLC | 0.30% | No change | 20,300 | $446K |
| Heritage Trust Co | 0.05% | No change | 20,185 | $443K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -26.8% | 20,155 | $443K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -7.5% | 20,009 | $439K |
| PARK CIRCLE Co | 0.38% | No change | 20,000 | $439K |
| TCTC Holdings, LLC | 0.01% | No change | 20,000 | $439K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -15.5% | 19,966 | $438K |
| Eight 31 Financial, LLC | 0.29% | Add +2.2% | 19,938 | $438K |
| PDS Planning, Inc | 0.03% | Add +23.1% | 19,896 | $437K |
| Baron Financial Group, LLC | 0.26% | Add +1.4% | 19,862 | $436K |
| Wealth Alliance Advisory Group, LLC | 0.08% | No change | 19,852 | $436K |
| Meridian Investment Counsel Inc. | 0.12% | Add +1.6% | 19,500 | $428K |
| Fullcircle Wealth LLC | 0.16% | No change | 19,071 | $427K |
| Redmond Asset Management, LLC | 0.10% | No change | 19,395 | $426K |
| Intrua Financial, LLC | 0.06% | Add +7.5% | 19,335 | $425K |
| NorthRock Partners, LLC | 0.01% | No change | 19,295 | $424K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -12.5% | 19,074 | $419K |
| MAI Capital Management | 0.00% | Add +11.5% | 19,063 | $419K |
| Van Hulzen Asset Management, LLC | 0.03% | New | 18,900 | $415K |
| RFG Advisory, LLC | 0.01% | Reduce -1.3% | 18,868 | $414K |
| PCG Wealth Advisors, LLC | 0.21% | Reduce -15.4% | 18,639 | $409K |
| Generation Capital Management LLC | 0.32% | No change | 18,600 | $408K |
| ORG Partners LLC | 0.09% | Add +69.3% | 18,445 | $407K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.8% | 18,426 | $405K |
| Fisher Asset Management | 0.00% | Add +61.9% | 18,411 | $404K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -1.3% | 18,407 | $404K |
| MQS Management LLC | 0.22% | New | 18,349 | $403K |
| MBL Wealth, LLC | 0.04% | Reduce -21.4% | 18,316 | $402K |
| Trust Co. of Vermont | 0.02% | Reduce -4.8% | 18,095 | $397K |
| LVW Advisors, LLC | 0.04% | Add +0.7% | 17,644 | $387K |
| Callahan Advisors, LLC | 0.03% | Add +2.2% | 17,398 | $382K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -30.3% | 17,316 | $380K |
| Compass Capital Corp. /Ma/ | 0.18% | No change | 17,196 | $379K |
| Fiduciary Alliance LLC | 0.03% | Add +3.1% | 17,236 | $379K |
| Platform Technology Partners | 0.10% | Reduce -16.9% | 17,082 | $375K |
| DeepCurrents Investment Group LLC | 0.42% | No change | 17,007 | $373K |
| Composition Wealth, LLC | 0.01% | Add +1.6% | 16,936 | $372K |
| Clark Financial Services Group Inc. | 0.23% | Add +0.9% | 16,903 | $371K |
| Tyche Wealth Partners LLC | 0.07% | Add +1.7% | 16,750 | $368K |
| Optimum Investment Advisors | 0.16% | No change | 16,749 | $368K |
| LexAurum Advisors, LLC | 0.06% | Add +0.0% | 16,522 | $363K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -3.8% | 16,435 | $361K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -15.3% | 16,334 | $359K |
| Kentucky Trust Co | 0.21% | Reduce -0.1% | 16,318 | $358K |
| Worth Asset Management, LLC | 0.18% | Reduce -0.3% | 16,302 | $358K |
| Family Wealth Partners, LLC | 0.14% | New | 16,295 | $358K |
| JT Stratford LLC | 0.05% | Add +1.2% | 16,232 | $356K |
| Csenge Advisory Group | 0.02% | Add +0.8% | 16,135 | $356K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 15,950 | $350K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.4% | 15,668 | $344K |
| Gradient Investments LLC | 0.01% | Add +0.1% | 15,588 | $342K |
| Integrated Advisors Network LLC | 0.02% | Reduce -26.6% | 15,513 | $341K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 15,122 | $340K |
| Tudor Investment Corporation | 0.00% | New | 15,458 | $339K |
| Whitaker-Myers Wealth Managers, LTD. | 0.09% | Add +47.2% | 15,429 | $339K |
| Deutsche Bank AG | 0.00% | Add +0.1% | 15,363 | $337K |
| Calton & Associates, Inc. | 0.06% | Add +13.0% | 15,321 | $336K |
| Moody National Bank Trust Division | 0.03% | Add +0.9% | 15,315 | $336K |
| XML Financial, LLC | 0.03% | Reduce -15.1% | 15,296 | $336K |
| Scotia Capital Inc. | 0.00% | Add +5.7% | 15,170 | $333K |
| Tradewinds, LLC. | 0.25% | New | 15,117 | $332K |
| Merkkuri Wealth Advisors LLC | 0.25% | No change | 15,117 | $332K |
| Wealth Quarterback LLC | 0.16% | Add +40.8% | 15,071 | $331K |
| Severin Investments, LLC | 0.31% | Add +1.0% | 14,932 | $328K |
| Sowell Financial Services LLC | 0.01% | Reduce -59.6% | 14,926 | $328K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -16.0% | 14,243 | $327K |
| Firestone Capital Management | 0.08% | No change | 14,850 | $326K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.0% | 14,836 | $326K |
| O'ROURKE & COMPANY, Inc | 0.15% | Add +1.2% | 14,747 | $324K |
| Beck Capital Management, LLC | 0.08% | Add +1.1% | 14,668 | $322K |
| J.Safra Asset Management Corp | 0.02% | Add +11.4% | 14,531 | $319K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 14,502 | $318K |
| Oregon Pacific Wealth Management, LLC | 0.30% | Reduce -3.9% | 14,475 | $318K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.7% | 14,220 | $312K |
| Millennium Capital Advisors, LLC | 0.21% | No change | 14,135 | $310K |
| Vise Technologies, Inc. | 0.01% | — | 14,090 | $309K |
| Highlander Partners, L.P. | 0.12% | No change | 14,000 | $307K |
| Tyler-Stone Wealth Management | 0.05% | Add +1.9% | 13,927 | $306K |
| Consolidated Portfolio Review Corp | 0.04% | Add +0.0% | 13,913 | $306K |
| Secure Asset Management, LLC | 0.06% | Reduce -4.4% | 13,804 | $303K |
| Quadrant Capital Group LLC | 0.01% | Add +2300.7% | 13,804 | $303K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 13,779 | $303K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +0.6% | 13,714 | $301K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +2.3% | 13,678 | $300K |
| Focus Financial Network, Inc. | 0.01% | Reduce -91.9% | 13,607 | $299K |
| Meridian Wealth Advisors, LLC | 0.05% | No change | 13,500 | $296K |
| Acorn Creek Capital LLC | 0.12% | Reduce -12.8% | 13,435 | $295K |
| CTC Alternative Strategies, Ltd. | 0.26% | Reduce -20.2% | 13,400 | $294K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.1% | 13,273 | $291K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -41.7% | 13,261 | $291K |
| North Star Investment Management Corp. | 0.02% | Add +8.8% | 13,088 | $287K |
| Anfield Capital Management, LLC | 0.10% | Add +2.1% | 13,084 | $287K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.5% | 13,060 | $287K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 13,065 | $287K |
| 5T Wealth, LLC | 0.15% | Reduce -3.0% | 13,036 | $286K |
| Commons Capital, LLC | 0.22% | No change | 13,000 | $285K |
| Seven Mile Advisory | 0.17% | No change | 13,000 | $285K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 12,994 | $285K |
| Bridgewealth Advisory Group, LLC | 0.07% | New | 12,830 | $282K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -83.7% | 12,826 | $282K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -5.0% | 12,821 | $282K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.5% | 12,764 | $280K |
| NWF Advisory Services Inc. | 0.03% | Reduce -9.2% | 12,743 | $280K |
| Penbrook Management LLC | 0.21% | Reduce -5.6% | 12,740 | $280K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -32.1% | 12,683 | $279K |
| Autumn Glory Partners, LLC | 0.13% | No change | 12,535 | $275K |
| VPR Management LLC | 0.13% | New | 12,500 | $275K |
| Visionary Wealth Advisors | 0.01% | Reduce -4.3% | 12,363 | $271K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 12,327 | $271K |
| National Philanthropic Trust | 0.00% | No change | 12,291 | $270K |
| Steadtrust LLC | 0.21% | — | 12,280 | $270K |
| AQR Capital Management | 0.00% | Reduce -26.5% | 12,133 | $266K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +0.4% | 12,132 | $266K |
| Clarus Wealth Advisors | 0.12% | Reduce -6.2% | 11,880 | $266K |
| Prossimo Advisors, LLC | 0.21% | Reduce -42.4% | 12,070 | $265K |
| Florida Trust Wealth Management Co | 0.01% | No change | 12,000 | $264K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.5% | 11,998 | $263K |
| D L Carlson Investment Group Inc. | 0.05% | Reduce -27.9% | 11,920 | $262K |
| Principle Wealth Partners LLC | 0.02% | New | 11,710 | $257K |
| Promethium Advisors,llc | 0.15% | Add +20.9% | 11,586 | $254K |
| Vista Investment Management | 0.09% | Reduce -3.5% | 11,570 | $254K |
| World Investment Advisors | 0.01% | Reduce -9.3% | 11,540 | $253K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 11,535 | $253K |
| Signaturefd, LLC | 0.00% | Add +13.2% | 11,510 | $253K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -17.0% | 11,459 | $252K |
| Sage Investment Counsel LLC | 0.29% | Reduce -14.9% | 11,420 | $251K |
| Brighton Jones LLC | 0.01% | Reduce -0.3% | 11,372 | $250K |
| Western Pacific Wealth Management, LP | 0.24% | Reduce -15.4% | 11,261 | $247K |
| Summit Trail Advisors, LLC | 0.00% | Add +4.2% | 11,253 | $247K |
| Mission Wealth Management, LP | 0.01% | Add +23.9% | 11,209 | $246K |
| Fiduciary Family Office, LLC | 0.08% | No change | 11,186 | $246K |
| Plancorp, LLC | 0.01% | Reduce -1.5% | 11,159 | $245K |
| Stablepoint Partners, LLC | 0.04% | Add +0.2% | 11,135 | $245K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.0% | 11,121 | $244K |
| Oakwell Private Wealth Management, LLC | 0.06% | Reduce -8.3% | 11,100 | $244K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.4% | 10,964 | $241K |
| Accredited Investors Inc. | 0.01% | No change | 10,955 | $241K |
| Bleakley Financial Group, LLC | 0.01% | New | 10,871 | $239K |
| Redmont Wealth Advisors LLC | 0.35% | No change | 10,862 | $239K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -8.4% | 10,830 | $238K |
| Successful Portfolios LLC | 0.15% | Add +6.8% | 10,801 | $237K |
| Banco Santander, S.A. | 0.00% | Add +2.2% | 10,779 | $237K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.09% | No change | 10,200 | $235K |
| Core Wealth Partners LLC | 0.12% | No change | 10,678 | $234K |
| Flputnam Investment Management Co. | 0.00% | Add +2.6% | 10,629 | $233K |
| Alpha Omega Wealth Management LLC | 0.04% | Add +2.1% | 10,609 | $233K |
| ELCO Management Co., LLC | 0.12% | Reduce -0.9% | 10,600 | $233K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.5% | 10,575 | $232K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -1.2% | 10,572 | $232K |
| Allie Family Office LLC | 0.11% | No change | 10,500 | $231K |
| KLCM Advisors, Inc. | 0.02% | No change | 10,370 | $228K |
| Laidlaw Wealth Management LLC | 0.65% | Reduce -2.8% | 10,325 | $227K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 10,319 | $227K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | Add +3.6% | 10,318 | $227K |
| Modera Wealth Management, LLC | 0.00% | New | 10,310 | $226K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.9% | 10,308 | $226K |
| Burling Wealth Partners, LLC | 0.04% | Reduce -6.7% | 10,287 | $226K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 10,248 | $225K |
| Camelot Portfolios, LLC | 0.13% | Reduce -1.9% | 10,200 | $224K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -21.9% | 10,184 | $224K |
| KG Capital Management | 0.07% | New | 10,120 | $222K |
| Capital Management Associates, Inc | 0.07% | Reduce -19.1% | 10,069 | $221K |
| Annex Advisory Services, LLC | 0.01% | Add +8.5% | 10,055 | $221K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -13.0% | 10,035 | $220K |
| Financial Advocates Investment Management | 0.02% | Reduce -47.9% | 10,014 | $220K |
| Madison Park Capital Advisors, LLC | 0.18% | No change | 10,000 | $220K |
| Purkiss Capital Advisors LLC | 0.12% | New | 10,000 | $220K |
| First Trust Advisors LP | 0.00% | New | 9,983 | $219K |
| Chapin Davis, Inc. | 0.06% | Reduce -3.2% | 9,981 | $219K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -3.7% | 9,969 | $219K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -0.6% | 9,952 | $219K |
| Left Brain Wealth Management, LLC | 0.08% | Reduce -88.3% | 9,795 | $215K |
| Strategies Wealth Advisors, LLC | 0.02% | Add +2.0% | 9,732 | $214K |
| Obsidian Cio, LLC | 0.03% | Add +5.5% | 9,728 | $214K |
| Emergent Wealth Advisors, LLC | 0.14% | Reduce -2.0% | 9,667 | $212K |
| Ascentis Independent Advisors | 0.04% | Reduce -3.0% | 9,649 | $212K |
| Cannell & Spears LLC | 0.00% | Reduce -1.0% | 9,615 | $211K |
| Marble Harbor Investment Counsel, LLC | 0.02% | Reduce -10.3% | 9,550 | $210K |
| UNIVEST FINANCIAL Corp | 0.01% | No change | 9,458 | $208K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -24.5% | 9,434 | $207K |
| Astoria Portfolio Advisors LLC. | 0.06% | New | 8,961 | $206K |
| Fulton Bank, N.A. | 0.01% | Reduce -1.8% | 9,331 | $205K |
| Blue Chip Partners, LLC | 0.02% | New | 9,303 | $204K |
| Cadence Bank | 0.01% | Add +1.5% | 9,265 | $203K |
| QRG Capital Management, Inc. | 0.00% | Reduce -18.4% | 9,246 | $203K |
| Clare Market Investments LLC | 0.04% | Add +0.4% | 9,240 | $203K |
| CWS Financial Advisors, LLC | 0.06% | New | 9,199 | $202K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -30.7% | 9,165 | $201K |
| Gsa Capital Partners LLP | 0.01% | New | 9,115 | $200K |
| MCF Advisors LLC | 0.01% | Add +0.2% | 8,954 | $197K |
| Beacon Capital Management, LLC | 0.02% | Reduce -13.3% | 8,270 | $182K |
| Chilton Capital Management LLC | 0.01% | No change | 8,000 | $176K |
| Hurley Capital, LLC | 0.11% | Add +27.2% | 7,415 | $163K |
| Leonteq Securities AG | 0.01% | New | 7,000 | $154K |
| Hollencrest Capital Management | 0.01% | Add +2.0% | 6,604 | $145K |
| Key Financial Inc | 0.03% | No change | 6,465 | $142K |
| Arax Advisory Partners | 0.01% | Add +292.0% | 6,398 | $141K |
| HM Payson & Co. | 0.00% | No change | 6,361 | $140K |
| Citigroup Inc. | 0.00% | Reduce -12.0% | 6,230 | $137K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,161 | $135K |
| Orion Capital Management LLC | 0.05% | No change | 6,110 | $134K |
| First Horizon Advisors, Inc. | 0.00% | Add +75.0% | 6,013 | $132K |
| Fifth Third Bancorp | 0.00% | Add +0.0% | 5,657 | $124K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.0% | 5,636 | $124K |
| Grove Bank & Trust | 0.01% | No change | 5,400 | $119K |
| Bogart Wealth, LLC | 0.00% | Add +78.3% | 5,246 | $115K |
| Centennial Bank | 0.04% | No change | 4,856 | $107K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +2.1% | 4,791 | $105K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -76.4% | 4,630 | $102K |
| Luken Investment Analytics, LLC | 0.04% | No change | 4,600 | $101K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | — | 4,275 | $95K |
| Cedar Wealth Management, LLC | 0.03% | No change | 4,302 | $94K |
| Delta Asset Management LLC | 0.01% | Add +389.1% | 4,255 | $93K |
| Aventura Private Wealth, LLC | 0.04% | Reduce -5.8% | 4,244 | $93K |
| Heritage Wealth Advisors | 0.00% | Reduce -1.2% | 4,100 | $90K |
| Principal Securities, Inc. | 0.00% | Reduce -14.1% | 3,895 | $86K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 3,800 | $85K |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 3,855 | $85K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,638 | $80K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +2.4% | 3,596 | $79K |
| Ameritas Advisory Services, LLC | 0.00% | New | 3,540 | $78K |
| SouthState Bank Corp | 0.00% | No change | 3,500 | $77K |
| Catalyst Capital Advisors LLC | 0.00% | New | 3,500 | $77K |
| Security National Bank | 0.01% | Add +6.0% | 3,470 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.8% | 3,306 | $73K |
| Huntington National Bank | 0.00% | Add +18.1% | 3,263 | $72K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,090 | $68K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 3,000 | $66K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -36.1% | 2,901 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,888 | $63K |
| Bellevue Asset Management, LLC | 0.03% | Reduce -9.6% | 2,600 | $57K |
| CVA Family Office, LLC | 0.01% | No change | 2,530 | $56K |
| MTM Investment Management, LLC | 0.02% | New | 2,520 | $55K |
| Simplex Trading, LLC | 0.00% | New | 2,464 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.1% | 2,383 | $52K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,300 | $51K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +2.2% | 2,290 | $50K |
| Promus Capital, LLC | 0.03% | No change | 2,183 | $48K |
| Investment Management Corp. /Va/ | 0.04% | Add +18.6% | 2,168 | $48K |
| Alerus Financial NA | 0.00% | New | 2,115 | $46K |
| Archer Investment Corp | 0.01% | Reduce -16.4% | 2,040 | $45K |
| Chesapeake Asset Management LLC | 0.04% | No change | 1,939 | $43K |
| Wolff Wiese Magana LLC | 0.02% | New | 1,816 | $40K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,778 | $39K |
| Harbor Asset Planning, Inc. | 0.04% | — | 1,725 | $38K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,700 | $37K |
| WFA of San Diego, LLC | 0.03% | — | 1,650 | $36K |
| Estabrook Capital Management | 0.01% | No change | 1,650 | $36K |
| VSM Wealth Advisory, LLC | 0.01% | Add +3.1% | 1,647 | $36K |
| Clark Wealth Partners | 0.02% | No change | 1,624 | $36K |
| CNB Bank | 0.02% | New | 1,620 | $36K |
| Blue Trust, Inc. | 0.00% | No change | 1,601 | $35K |
| Acadian Asset Management LLC | 0.00% | Add +15.9% | 1,584 | $34K |
| Montag & Caldwell, LLC | 0.01% | No change | 1,500 | $33K |
| Rogco, LP | 0.01% | No change | 1,388 | $30K |
| Nemes Rush Group LLC | 0.00% | Add +2.2% | 1,350 | $30K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 1,339 | $29K |
| West Oak Capital, LLC | 0.01% | No change | 1,300 | $29K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -1.2% | 1,282 | $28K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -53.9% | 1,247 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,222 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.03% | New | 1,217 | $27K |
| Valley National Advisers Inc. | 0.00% | Reduce -5.0% | 1,150 | $25K |
| Payden & Rygel | 0.00% | No change | 1,160 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.5% | 1,116 | $25K |
| High Note Wealth, LLC | 0.01% | No change | 1,112 | $24K |
| Founders Capital Management | 0.01% | No change | 1,110 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $24K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,100 | $24K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,100 | $24K |
| Smithfield Trust Co | 0.00% | No change | 1,100 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -23.8% | 1,029 | $23K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,000 | $23K |
| Rossby Financial, LCC | 0.01% | No change | 1,008 | $22K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 1,000 | $22K |
| Investors Research Corp | 0.00% | No change | 1,000 | $22K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $22K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 949 | $21K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $20K |
| Monetary Management Group Inc. | 0.00% | New | 876 | $19K |
| Richardson Financial Services Inc. | 0.01% | No change | 835 | $18K |
| Kessler Investment Group, LLC | 0.01% | No change | 837 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 829 | $18K |
| CGC Financial Services, LLC | 0.01% | No change | 807 | $18K |
| Dunhill Financial, LLC | 0.00% | New | 719 | $16K |
| Asset Planning,Inc | 0.01% | No change | 700 | $15K |
| Bernard Wealth Management Corp. | 0.01% | No change | 700 | $15K |
| Curat Global, LLC | 0.01% | Add +2.1% | 694 | $15K |
| DT Investment Partners, LLC | 0.00% | Add +2.1% | 689 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 728 | $15K |
| Perkins Coie Trust Co | 0.00% | No change | 676 | $15K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +2.2% | 615 | $14K |
| Morse Asset Management, Inc | 0.00% | No change | 600 | $13K |
| Accordant Advisory Group Inc | 0.01% | Add +49.8% | 599 | $13K |
| Winnacle Wealth LLC | 0.01% | New | 599 | $13K |
| Evolution Wealth Management Inc. | 0.02% | — | 599 | $13K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +2.0% | 610 | $13K |
| Ameriflex Group, Inc. | 0.01% | Reduce -40.5% | 586 | $13K |
| GAMMA Investing LLC | 0.00% | Reduce -6.5% | 560 | $12K |
| Centricity Wealth Management, LLC | 0.01% | No change | 500 | $11K |
| LRI Investments, LLC | 0.00% | Add +2.1% | 487 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 458 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +82.8% | 457 | $10K |
| Capital Analysts, LLC | 0.00% | Reduce -3.5% | 468 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 440 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 429 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | New | 420 | $9K |
| Luminist Capital LLC | 0.01% | New | 400 | $9K |
| Tsfg, LLC | 0.00% | Add +2.0% | 362 | $8K |
| Crewe Advisors LLC | 0.00% | Add +154.2% | 333 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +2.1% | 332 | $7K |
| Addison Advisors LLC | 0.00% | No change | 329 | $7K |
| Putney Financial Group LLC | 0.01% | No change | 300 | $7K |
| Garde Capital, Inc. | 0.00% | New | 286 | $6K |
| West Branch Capital LLC | 0.00% | No change | 274 | $6K |
| Evolution Advisers, Inc. | 0.00% | No change | 318 | $6K |
| Kestra Investment Management, LLC | 0.00% | New | 255 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 250 | $5K |
| Atwood & Palmer Inc. | 0.00% | New | 245 | $5K |
| Brooklyn Investment Group | 0.00% | New | 238 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 270 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 220 | $5K |
| City Holding Co. | 0.00% | No change | 225 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 210 | $5K |
| Summit Securities Group LLC | 0.00% | New | 200 | $4K |
| Hilltop National Bank | 0.00% | — | 200 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 190 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 190 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 188 | $4K |
| Avion Wealth | 0.00% | No change | 200 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 170 | $4K |
| Country Trust Bank | 0.00% | New | 149 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -43.4% | 138 | $3K |
| Covestor Ltd | 0.00% | No change | 117 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -96.1% | 130 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 135 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 105 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 100 | $2K |
| Essential Partners LLC | 0.00% | — | 100 | $2K |
| CX Institutional | 0.00% | No change | 107 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 89 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 89 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 45 | $988 |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $856 |
| Sachetta, LLC | 0.00% | Reduce -95.5% | 32 | $703 |
| Boreal Capital Management LLC | 0.00% | — | 32 | $702 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $658 |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.6% | 29 | $627 |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 27 | $593 |
| Pflug Koory, LLC | 0.00% | New | 26 | $564 |
| Horizon Investments, LLC | 0.00% | Reduce -39.1% | 14 | $307 |
| Creekmur Asset Management LLC | 0.00% | Reduce -97.3% | 8 | $171 |
| Total Investment Management Inc. | 0.00% | New | 1 | $11 |
| Roble, Belko & Company, Inc | 0.00% | No change | 18 | $0 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.