Ares CapitalARCC
13F holders, Q3 2025 (September 30)790holders −47
46new positions
87sold out
5famous investors
$20.40avg. 13F price*
At the end of Q3 2025, 790 institutions reported holding Ares Capital Corp. (ARCC) in their 13F filings, down 47 from Q2 2025. 46 opened new positions and 87 sold out. The largest holders were Morgan Stanley ($351.4M), Van Eck Associates Corp. ($265.5M) and Bank of America Corp. ($175.0M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $62.4M |
| Exits | 87 | $90.2M |
All 13F filers, Q2 2025 → Q3 2025: 18,055,684 shares bought and 12,643,226 shares sold, net +5,412,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 790 holders
| Morgan Stanley | 0.02% | Add +6.2% | 17,217,003 | $351.4M |
| Van Eck Associates Corp. | 0.25% | Reduce 0.0% | 13,008,511 | $265.5M |
| Bank of America Corp. | 0.01% | Reduce -1.2% | 8,575,814 | $175.0M |
| UBS Group AG | 0.03% | Add +11.8% | 7,900,015 | $161.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.7% | 6,229,396 | $127.1M |
| Generali Asset Management SPA SGR | 2.20% | No change | 5,052,119 | $103.1M |
| Legal & General Group Plc | 0.02% | Reduce -6.2% | 4,646,229 | $94.8M |
| Wells Fargo & Company | 0.02% | Reduce -0.3% | 4,323,841 | $88.2M |
| LPL Financial LLC | 0.02% | Add +6.0% | 4,065,931 | $83.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.1% | 3,792,051 | $77.4M |
| Confluence Investment Management LLC | 1.07% | Reduce -3.0% | 3,682,410 | $75.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 3,530,355 | $72.1M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 3,240,818 | $66.1M |
| Raymond James Financial Inc. | 0.02% | Add +7.5% | 3,226,668 | $65.9M |
| Advisors Capital Management, LLC | 0.81% | Add +4.7% | 3,142,995 | $64.1M |
| Allen Investment Management, LLC | 0.71% | Add +3.4% | 3,135,101 | $64.0M |
| HighTower Advisors, LLC | 0.07% | Add +5.5% | 3,013,015 | $61.5M |
| Invesco Ltd. | 0.01% | Reduce -22.3% | 2,758,942 | $56.3M |
| CCLA Investment Management | 0.89% | No change | 2,724,422 | $55.6M |
| Osaic Holdings, Inc. | 0.08% | Add +16.8% | 2,510,741 | $53.7M |
| Stifel Financial Corp. | 0.05% | Reduce -1.0% | 2,608,900 | $53.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.6% | 2,565,256 | $52.4M |
| Two Sigma Advisers, LP | 0.10% | Reduce -25.0% | 2,474,500 | $50.5M |
| Citadel Advisors | 0.04% | Add +4511.4% | 2,464,165 | $50.3M |
| Evercore Wealth Management, LLC | 0.72% | Add +43.5% | 2,391,286 | $48.8M |
| Sound Income Strategies, LLC | 2.59% | Add +1.0% | 2,477,932 | $47.3M |
| Two Sigma Investments, LP | 0.07% | Reduce -17.4% | 2,256,782 | $46.1M |
| OMERS ADMINISTRATION Corp | 0.32% | Reduce -5.8% | 2,205,514 | $45.0M |
| Rockefeller Capital Management L.P. | 0.09% | Add +7.2% | 2,171,949 | $44.3M |
| Progeny 3, Inc. | 2.24% | No change | 2,125,718 | $43.4M |
| Ares Management LLC | 1.92% | Add +10.3% | 2,054,376 | $41.9M |
| Border to Coast Pensions Partnership Ltd | 0.71% | Add +5.3% | 2,000,000 | $40.8M |
| FMR LLC | 0.00% | Reduce -29.3% | 1,971,913 | $40.2M |
| Nomura Asset Management Co. Ltd. | 0.10% | Add +3.0% | 1,850,526 | $37.8M |
| Marshall Wace, LLP | 0.04% | New | 1,810,043 | $36.9M |
| Partners Group Holding AG | 2.00% | Add +4.8% | 1,767,154 | $36.1M |
| Clearbridge Investments, LLC | 0.03% | Add +2.3% | 1,644,729 | $33.6M |
| Muzinich & Co., Inc. | 12.97% | Add +19.4% | 1,640,113 | $33.5M |
| Capital Advisors Inc. | 0.53% | Add +0.8% | 1,555,309 | $31.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +20.4% | 1,517,560 | $31.0M |
| Northern Trust Corp. | 0.00% | Add +33.8% | 1,419,352 | $29.0M |
| Cetera Investment Advisers | 0.03% | Add +24.4% | 1,390,431 | $28.4M |
| Franklin Resources Inc. | 0.01% | Add +25.7% | 1,291,531 | $26.4M |
| Bruni J V & Co. | 2.63% | Reduce -3.2% | 1,274,309 | $26.0M |
| Corient Private Wealth LP | 0.04% | Add +137.3% | 1,189,462 | $24.3M |
| Stephens Inc. | 0.31% | Reduce -5.4% | 1,174,822 | $24.0M |
| McGowan Group Asset Management, Inc. | 2.99% | Add +0.3% | 1,169,612 | $23.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +22.6% | 1,157,808 | $23.6M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.2% | 1,088,018 | $22.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -5.4% | 1,070,899 | $21.9M |
| Spinnaker Trust | 1.17% | Add +14.4% | 1,034,901 | $21.1M |
| Sage Advisors, LLC | 15.12% | Reduce -2.0% | 1,033,978 | $21.1M |
| Baird Financial Group, Inc. | 0.03% | Add +4.0% | 972,460 | $19.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +91.8% | 878,802 | $19.1M |
| D.A. Davidson & Co. | 0.12% | Add +3.1% | 899,926 | $18.4M |
| Qube Research & Technologies Ltd | 0.03% | Add +182.2% | 893,834 | $18.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.4% | 862,360 | $17.6M |
| iA Global Asset Management Inc. | 0.23% | Add +0.3% | 821,362 | $16.8M |
| Melia Wealth LLC | 7.16% | Add +2.8% | 801,701 | $16.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -4.6% | 783,484 | $16.0M |
| Gilbert & Cook, Inc. | 2.03% | Reduce -23.2% | 773,172 | $15.8M |
| Sigma Investment Counselors Inc. | 0.82% | Add +2.7% | 770,458 | $15.7M |
| LSV Asset Management | 0.03% | Reduce -37.1% | 750,100 | $15.3M |
| Edgemoor Investment Advisors, Inc. | 1.12% | Add +2.8% | 704,039 | $14.4M |
| Barclays PLC | 0.01% | Add +33.1% | 701,459 | $14.3M |
| BNP Paribas Financial Markets | 0.01% | Add +34.8% | 670,392 | $13.7M |
| Millennium Management | 0.01% | Add +654.6% | 667,196 | $13.6M |
| Naviter Wealth, LLC | 1.54% | Reduce -2.1% | 647,864 | $13.3M |
| Lido Advisors, LLC | 0.05% | Add +6.1% | 624,061 | $12.7M |
| Vista Finance, LLC | 8.23% | Add +3.9% | 606,745 | $12.4M |
| Nan Fung Trinity (hk) Ltd. | 1.23% | Reduce -29.1% | 604,000 | $12.3M |
| Tectonic Advisors LLC | 0.67% | Add +11.8% | 598,042 | $12.2M |
| Chicago Partners Investment Group LLC | 0.31% | Add +1.4% | 571,957 | $11.8M |
| Palisade Capital Management, LP | 0.35% | Reduce -1.0% | 564,467 | $11.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.49% | Add +7.9% | 557,492 | $11.4M |
| Tudor Investment Corporation | 0.08% | Add +3480.6% | 553,485 | $11.3M |
| Bell Bank | 0.47% | Add +5.0% | 530,194 | $10.8M |
| Columbus Macro, LLC | 1.17% | Add +12.8% | 505,046 | $10.3M |
| LGT Group Foundation | 0.12% | Add +2.0% | 508,911 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +0.4% | 497,699 | $10.2M |
| Credit Agricole S A | 0.03% | — | 497,016 | $10.1M |
| Enstar Group LTD | 3.73% | Add +2.2% | 495,112 | $10.1M |
| Wellington Management Group LLP | 0.00% | No change | 490,000 | $10.0M |
| HRT Financial LP | 0.04% | Reduce -1.1% | 487,935 | $10.0M |
| CIBC Private Wealth Group LLC | 0.02% | Add +8.0% | 484,972 | $9.9M |
| NorthCoast Asset Management LLC | 0.04% | Add +1.5% | 468,690 | $9.6M |
| Boston Partners | 0.01% | Reduce -1.8% | 458,727 | $9.4M |
| SCS Capital Management LLC | 0.10% | Reduce -15.1% | 454,572 | $9.3M |
| Gritstone Asset Management LLC | 9.62% | Add +0.0% | 446,754 | $9.1M |
| Denali Advisors LLC | 1.03% | Reduce -20.8% | 446,106 | $9.1M |
| Advisors Asset Management, Inc. | 0.15% | Add +4.1% | 442,884 | $9.0M |
| Rathbones Group PLC | 0.04% | Add +27.2% | 438,807 | $9.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +9.5% | 430,839 | $8.8M |
| Clearstead Advisors, LLC | 0.13% | Add +9.8% | 421,884 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +26.0% | 418,638 | $8.5M |
| Carnegie Investment Counsel | 0.16% | Add +3.6% | 410,020 | $8.4M |
| Oppenheimer & Co. Inc. | 0.10% | Add +2.9% | 405,110 | $8.3M |
| Mgo One Seven LLC | 0.19% | Reduce -1.2% | 405,078 | $8.3M |
| New South Capital Management Inc. | 0.36% | Reduce -1.1% | 386,537 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.3% | 392,343 | $7.8M |
| State Street Corp. | 0.00% | Add +2.3% | 377,442 | $7.7M |
| one8zero8, LLC | 1.65% | Add +2.5% | 375,197 | $7.7M |
| Obermeyer Wealth Partners | 0.35% | Add +117.9% | 370,159 | $7.6M |
| Sfmg, LLC | 0.52% | Reduce -23.4% | 365,144 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Add +15.8% | 360,384 | $7.4M |
| Romano Brothers and Company | 0.83% | Add +3.7% | 356,344 | $7.3M |
| Mutual Advisors, LLC | 0.16% | Reduce -2.2% | 358,301 | $7.1M |
| Private Advisor Group, LLC | 0.03% | Add +0.6% | 347,066 | $7.1M |
| Mesirow Financial Investment Management, Inc. | 0.13% | Add +35.3% | 345,742 | $7.1M |
| Cwm, LLC | 0.02% | Add +40.2% | 324,243 | $6.6M |
| Cerity Partners LLC | 0.01% | Reduce -15.8% | 322,816 | $6.6M |
| Smith Asset Management Co., LLC | 5.15% | Add +0.8% | 296,523 | $6.1M |
| Foresight Capital Management Advisors, Inc. | 3.34% | Reduce -6.7% | 290,554 | $5.9M |
| Sargent Investment Group, LLC | 0.84% | Reduce -2.1% | 290,117 | $5.9M |
| Independent Financial Group, LLC | 0.14% | Add +3.3% | 288,145 | $5.9M |
| Foundations Investment Advisors, LLC | 0.09% | Add +8.8% | 286,802 | $5.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +23.9% | 281,242 | $5.7M |
| International Assets Investment Management, LLC | 0.45% | Add +33.9% | 275,891 | $5.6M |
| Crestwood Advisors Group, LLC | 0.09% | Add +15.8% | 266,685 | $5.4M |
| Evergreen Capital Management LLC | 0.13% | Reduce -1.0% | 265,188 | $5.4M |
| Creative Planning | 0.00% | Add +1.1% | 264,030 | $5.4M |
| Kavar Capital Partners Group, LLC | 0.72% | Add +0.7% | 263,433 | $5.4M |
| Merit Financial Group, LLC | 0.05% | Add +0.4% | 252,998 | $5.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | No change | 252,555 | $5.2M |
| Mirador Capital Partners LP | 0.72% | Reduce -0.7% | 250,350 | $5.1M |
| Prairiewood Capital, LLC | 1.67% | Add +12.1% | 246,817 | $5.0M |
| Salem Investment Counselors Inc. | 0.14% | Add +3.4% | 243,325 | $5.0M |
| Challenger Wealth Management | 3.87% | Reduce -2.9% | 242,354 | $4.9M |
| Trexquant Investment LP | 0.05% | New | 237,524 | $4.8M |
| Condor Capital Management | 0.39% | Add +2.1% | 230,349 | $4.7M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -6.0% | 227,839 | $4.7M |
| New England Asset Management Inc. | 0.63% | No change | 225,900 | $4.6M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -4.3% | 222,457 | $4.5M |
| Baugh & Associates, LLC | 2.20% | Reduce -2.1% | 236,862 | $4.4M |
| &partners | 0.03% | Add +21.1% | 215,764 | $4.4M |
| Perennial Advisors, LLC | 0.76% | Add +2.5% | 215,632 | $4.4M |
| Mariner, LLC | 0.01% | Reduce -3.9% | 211,507 | $4.3M |
| Waverly Advisors, LLC | 0.04% | Add +2.1% | 204,054 | $4.2M |
| Truvestments Capital LLC | 0.74% | Reduce -10.6% | 200,664 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +11.6% | 198,882 | $4.1M |
| Jump Financial, LLC | 0.05% | Add +31.3% | 195,835 | $4.0M |
| Blair William & Co. | 0.01% | Reduce -1.0% | 195,407 | $4.0M |
| AE Wealth Management LLC | 0.03% | Add +6.2% | 194,914 | $4.0M |
| Erste Asset Management GmbH | 0.04% | No change | 194,000 | $4.0M |
| Meridian Wealth Management, LLC | 0.15% | Add +2.8% | 192,557 | $3.9M |
| First National Trust Co | 0.13% | No change | 191,136 | $3.9M |
| Clear Creek Financial Management, LLC | 0.34% | Reduce -0.4% | 190,769 | $3.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.31% | Add +3.8% | 183,256 | $3.7M |
| Cibc World Market Inc. | 0.01% | Add +2.0% | 182,707 | $3.7M |
| Cottage Street Advisors LLC | 1.58% | Add +2.0% | 182,530 | $3.7M |
| Financial Management Network Inc. | 0.61% | Reduce -4.0% | 183,961 | $3.7M |
| Parkwood LLC | 0.36% | No change | 178,402 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.4% | 176,308 | $3.6M |
| Joel Isaacson & Co., LLC | 0.13% | Reduce -0.0% | 174,621 | $3.6M |
| SlateStone Wealth, LLC | 0.30% | Reduce -0.4% | 170,548 | $3.5M |
| Icon Advisers Inc. | 0.77% | New | 169,856 | $3.5M |
| HB Wealth Management, LLC | 0.02% | Add +25.2% | 168,076 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 167,756 | $3.4M |
| Granite FO LLC | 1.83% | Reduce -2.2% | 165,515 | $3.4M |
| Providence Capital Advisors, LLC | 0.58% | Add +3.0% | 163,730 | $3.3M |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.25% | Reduce -8.9% | 162,125 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.3% | 161,693 | $3.3M |
| M&G PLC | 0.02% | Reduce -45.8% | 165,000 | $3.3M |
| EWG Elevate Inc. | 1.03% | Add +1.4% | 161,482 | $3.3M |
| Comerica Bank | 0.01% | Add +7.3% | 160,216 | $3.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +2.2% | 158,758 | $3.2M |
| Marathon Capital Management | 0.74% | Reduce -2.2% | 157,720 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 157,686 | $3.2M |
| BBR Partners, LLC | 0.18% | Add +0.0% | 156,211 | $3.2M |
| Aquatic Capital Management LLC | 0.06% | New | 155,736 | $3.2M |
| IHT Wealth Management, LLC | 0.08% | Add +1.0% | 155,372 | $3.2M |
| Baker Avenue Asset Management, LP | 0.08% | Add +7.1% | 154,198 | $3.1M |
| Curated Wealth Partners LLC | 0.38% | No change | 153,208 | $3.1M |
| Uniplan Investment Counsel, Inc. | 0.31% | Reduce -1.9% | 151,295 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +0.3% | 150,839 | $3.1M |
| Waterloo Capital, L.P. | 0.23% | Add +3.9% | 150,736 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Reduce -20.5% | 149,471 | $3.1M |
| Sigma Planning Corp | 0.09% | Reduce -3.3% | 148,265 | $3.0M |
| Community Trust & Investment Co. | 0.16% | Reduce -1.7% | 147,584 | $3.0M |
| Cornerstone Select Advisors, LLC | 2.19% | Add +5.8% | 146,104 | $3.0M |
| Brown, Lisle/Cummings, Inc. | 0.76% | Reduce -0.5% | 145,366 | $3.0M |
| Banque Cantonale Vaudoise | 0.11% | No change | 144,000 | $2.9M |
| Argent Trust Co | 0.10% | Reduce -0.4% | 138,462 | $2.8M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 137,568 | $2.8M |
| Larson Financial Group LLC | 0.10% | Add +4.9% | 136,999 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +3.0% | 134,175 | $2.7M |
| Taylor Frigon Capital Management LLC | 1.31% | Add +2.1% | 129,058 | $2.6M |
| Aberdeen Group plc | 0.00% | Add +0.6% | 130,322 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -8.5% | 126,045 | $2.6M |
| Arkadios Wealth Advisors | 0.06% | Add +1.9% | 126,004 | $2.6M |
| Sunbelt Securities, Inc. | 0.18% | Add +97.5% | 124,473 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -22.1% | 124,180 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +2.2% | 124,011 | $2.5M |
| Intellectus Partners, LLC | 0.49% | Add +5.3% | 123,158 | $2.5M |
| Brendel Financial Advisors LLC | 1.28% | Add +1.3% | 122,152 | $2.5M |
| Essex Financial Services, Inc. | 0.15% | Reduce -0.9% | 118,794 | $2.4M |
| FourThought Financial Partners, LLC | 0.21% | Add +17.3% | 118,568 | $2.4M |
| Verition Fund Management LLC | 0.01% | Add +61.2% | 115,941 | $2.4M |
| NFSG Corp | 0.35% | Reduce -9.7% | 115,583 | $2.4M |
| Gateway Wealth Partners, LLC | 0.31% | Add +8.9% | 114,241 | $2.3M |
| Magnolia Capital Advisors LLC | 0.61% | Reduce -1.4% | 113,925 | $2.3M |
| Ieq Capital, LLC | 0.01% | Reduce -20.0% | 110,599 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Add +17.6% | 110,670 | $2.3M |
| Palogic Value Management, L.P. | 0.96% | Add +1.7% | 109,952 | $2.2M |
| Mainstay Capital Management LLC | 0.22% | Reduce -48.8% | 109,749 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.2% | 107,569 | $2.2M |
| WCG Wealth Advisors LLC | 0.14% | Add +0.4% | 107,136 | $2.2M |
| Sculati Wealth Management, LLC | 0.77% | Reduce -0.5% | 106,975 | $2.2M |
| United Advisor Group, LLC | 0.29% | Add +14.3% | 105,431 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Add +17.6% | 104,751 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 102,777 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 100,374 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +4.5% | 99,542 | $2.0M |
| Plan Group Financial, LLC | 0.54% | Add +9.6% | 99,296 | $2.0M |
| BankPlus Trust Department | 0.54% | Add +4.2% | 98,410 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | Add +6.8% | 98,235 | $2.0M |
| Texas Yale Capital Corp. | 0.06% | Add +30.8% | 97,470 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -59.9% | 96,960 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -11.5% | 96,551 | $2.0M |
| Atlantic Union Bankshares Corp | 0.04% | Add +7.9% | 95,207 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -6.6% | 94,107 | $1.9M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 94,029 | $1.9M |
| Cardiff Park Advisors, LLC | 0.15% | Add +2.1% | 93,843 | $1.9M |
| HUB Investment Partners, LLC | 0.07% | Add +40.0% | 92,702 | $1.9M |
| Quantbot Technologies LP | 0.05% | Reduce -56.1% | 92,472 | $1.9M |
| Stonebridge Financial Planning Group, LLC | 0.69% | Reduce -1.1% | 89,513 | $1.8M |
| MBM Wealth Consultants, LLC | 0.45% | Add +4.8% | 88,824 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.5% | 88,094 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +1.6% | 87,325 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +3.6% | 87,170 | $1.8M |
| M&T Bank Corp | 0.01% | No change | 86,534 | $1.8M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -48.0% | 85,654 | $1.7M |
| Integras Partners LLC | 1.40% | Add +7.3% | 84,756 | $1.7M |
| Bank of New Hampshire | 0.40% | Add +0.7% | 84,057 | $1.7M |
| Stiles Financial Services Inc | 0.54% | Add +13.9% | 83,694 | $1.7M |
| Brown Miller Wealth Management, LLC | 0.48% | Add +3.0% | 83,430 | $1.7M |
| S&T Bank | 0.48% | Reduce -15.8% | 83,179 | $1.7M |
| Stableford Capital II LLC | 0.61% | Reduce -1.4% | 82,873 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 82,189 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +42.0% | 79,755 | $1.6M |
| RDA Financial Network | 0.40% | Add +3.7% | 79,496 | $1.6M |
| Ayrshire Capital Management LLC | 0.74% | Reduce -0.7% | 78,467 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.11% | Add +2427.0% | 78,085 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 78,068 | $1.6M |
| AQR Capital Management | 0.00% | Add +536.8% | 77,268 | $1.6M |
| GoalVest Advisory LLC | 0.33% | Add +7.5% | 75,304 | $1.5M |
| Register Financial Advisors LLC | 0.60% | Add +1.7% | 75,288 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -2.2% | 77,727 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +265.3% | 74,725 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +46.8% | 73,495 | $1.5M |
| Samalin Investment Counsel, LLC | 0.52% | Add +2.8% | 73,372 | $1.5M |
| Whipplewood Advisors, LLC | 0.98% | Add +76.3% | 73,108 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +13.1% | 71,975 | $1.5M |
| Tidal Investments LLC | 0.01% | Add +7.7% | 71,393 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Add +7.9% | 71,209 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.28% | New | 70,047 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -16.3% | 69,453 | $1.4M |
| Activest Wealth Management | 0.28% | Add +0.0% | 68,502 | $1.4M |
| Naples Global Advisors, LLC | 0.11% | Add +7.5% | 68,375 | $1.4M |
| Zuckerman Investment Group, LLC | 0.13% | Reduce -20.0% | 68,017 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | Add +15.8% | 67,724 | $1.4M |
| Midwest Professional Planners, LTD. | 0.34% | Add +2.8% | 67,634 | $1.4M |
| GC Wealth Management RIA, LLC | 0.05% | New | 67,610 | $1.4M |
| Savvy Advisors, Inc. | 0.06% | Reduce -26.1% | 67,432 | $1.4M |
| Glassy Mountain Advisors, Inc. | 0.41% | Reduce -6.7% | 67,089 | $1.4M |
| Second Line Capital, LLC | 0.28% | Add +8.2% | 67,008 | $1.4M |
| Allworth Financial LP | 0.01% | Add +3.1% | 66,701 | $1.4M |
| Carnegie Lake Advisors LLC | 0.52% | Add +1.0% | 66,166 | $1.4M |
| Western Wealth Management, LLC | 0.07% | Add +20.0% | 66,057 | $1.3M |
| 1832 Asset Management L.P. | 0.00% | Reduce -92.6% | 65,595 | $1.3M |
| Permanens Capital L.P. | 0.20% | Add +0.6% | 65,544 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -29.6% | 65,029 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -17.1% | 64,924 | $1.3M |
| Bramshill Investments, LLC | 0.09% | Reduce -7.3% | 64,825 | $1.3M |
| Castle Wealth Management LLC | 0.44% | Add +28.8% | 64,387 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.29% | Reduce -0.7% | 64,344 | $1.3M |
| Delphi Management Inc. | 1.21% | Add +2.0% | 63,955 | $1.3M |
| Linden Thomas Advisory Services, LLC | 0.13% | Add +4.2% | 63,578 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +9.4% | 63,463 | $1.3M |
| Cascade Investment Group, Inc. | 0.86% | Reduce -0.8% | 63,445 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.7% | 62,393 | $1.3M |
| Albion Financial Group | 0.08% | Reduce -3.5% | 62,315 | $1.3M |
| Rothschild Investment LLC | 0.07% | Add +3.9% | 62,011 | $1.3M |
| Duncker Streett & Co. Inc. | 0.22% | Reduce -1.4% | 61,904 | $1.3M |
| Accel Wealth Management | 0.37% | Add +20.3% | 61,862 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -3.0% | 61,830 | $1.3M |
| Family Manage LLC | 0.17% | Reduce -3.7% | 61,739 | $1.3M |
| PFG Advisors | 0.05% | Add +7.0% | 61,467 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Reduce -1.3% | 61,443 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +8.7% | 61,276 | $1.3M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -1.6% | 61,260 | $1.3M |
| Baldwin Investment Management, LLC | 0.14% | Add +11.2% | 60,770 | $1.2M |
| Certior Financial Group, LLC | 0.84% | Reduce -5.3% | 60,313 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +1.3% | 60,188 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +146.3% | 59,579 | $1.2M |
| Riverbridge Partners LLC | 0.02% | Add +2.5% | 58,900 | $1.2M |
| Key Client Fiduciary Advisors, LLC | 0.40% | Reduce -9.1% | 57,906 | $1.2M |
| Lantz Financial LLC | 0.26% | Add +2.2% | 57,900 | $1.2M |
| Access Investment Management LLC | 0.32% | No change | 57,675 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.7% | 57,442 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +1.0% | 57,092 | $1.2M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -1.8% | 56,094 | $1.1M |
| UMB Bank, n.a. | 0.02% | No change | 54,373 | $1.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -36.7% | 54,000 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +13.9% | 53,701 | $1.1M |
| Tempus Wealth Planning, LLC | 0.25% | No change | 53,642 | $1.1M |
| FLC Capital Advisors | 0.21% | Reduce -1.3% | 52,948 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Add +8.6% | 52,522 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +0.4% | 52,218 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.08% | Reduce -1.4% | 52,102 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +140.0% | 51,536 | $1.0M |
| Vantage Financial Partners, LLC | 0.22% | Add +53.2% | 50,575 | $1.0M |
| Independent Wealth Network Inc. | 0.33% | Add +1.6% | 50,568 | $1.0M |
| Beverly Hills Private Wealth, LLC | 0.18% | Reduce -0.2% | 50,503 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +3.9% | 50,318 | $1.0M |
| Texas Capital Bancshares Inc | 0.40% | Add +12.5% | 50,127 | $1.0M |
| Callodine Capital Management, LP | 0.09% | Reduce -50.0% | 50,000 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.11% | Add +9.8% | 49,945 | $1.0M |
| C2C Wealth Management, LLC | 0.87% | Reduce -1.5% | 49,850 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | New | 49,527 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Reduce -0.5% | 48,963 | $999K |
| IFG Advisory, LLC | 0.04% | Reduce -4.4% | 48,372 | $987K |
| Harbour Investments, Inc. | 0.02% | Add +3.4% | 48,328 | $986K |
| Commerce Bank | 0.01% | Add +1.6% | 48,070 | $981K |
| Inspire Advisors, LLC | 0.09% | Add +3.3% | 47,206 | $963K |
| Ancora Advisors LLC | 0.02% | Reduce -1.7% | 46,910 | $957K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.7% | 46,757 | $954K |
| Massar Capital Management, LP | 0.34% | New | 46,319 | $945K |
| First National Bank of Mount Dora, Trust Investment Services | 0.21% | No change | 46,002 | $939K |
| AlphaCore Capital LLC | 0.03% | Reduce -7.3% | 45,512 | $929K |
| Arax Advisory Partners | 0.01% | Add +602.0% | 44,915 | $917K |
| Balboa Wealth Partners | 0.16% | Add +1.3% | 44,755 | $913K |
| US Bancorp \de | 0.00% | Add +1.8% | 44,540 | $909K |
| Global Assets Advisory, LLC | 0.27% | Add +23.5% | 44,411 | $906K |
| AXA Investment Managers S.A. | 0.00% | — | 44,409 | $906K |
| Westbourne Investment Advisors, Inc. | 0.25% | Add +12.2% | 44,196 | $902K |
| Belpointe Asset Management LLC | 0.03% | Add +67.2% | 44,054 | $899K |
| Palacios Wealth Management, LLC | 0.59% | Add +62.1% | 43,689 | $892K |
| Simon Quick Advisors, LLC | 0.04% | Add +151.4% | 43,525 | $888K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.3% | 43,443 | $887K |
| Floyd Financial Group LLC | 0.65% | Add +10.9% | 45,294 | $883K |
| Port Capital LLC | 0.04% | No change | 43,000 | $878K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +2.5% | 42,460 | $867K |
| BKM Wealth Management, LLC | 0.32% | Add +1.3% | 42,394 | $865K |
| Engineers Gate Manager LP | 0.01% | Reduce -37.6% | 42,249 | $862K |
| Brookstone Capital Management | 0.01% | Add +7.5% | 41,971 | $857K |
| 1620 Investment Advisors, Inc. | 0.58% | Add +0.9% | 41,968 | $857K |
| Arete Wealth Advisors, LLC | 0.05% | Add +1.6% | 41,394 | $845K |
| NewSquare Capital LLC | 0.06% | Add +11.2% | 41,230 | $842K |
| Bank Ozk | 0.30% | Add +0.0% | 41,166 | $840K |
| MQS Management LLC | 0.48% | Add +120.1% | 40,378 | $824K |
| Quantinno Capital Management LP | 0.00% | Add +61.1% | 39,888 | $814K |
| JBR Co Financial Management Inc | 0.34% | Reduce -22.2% | 39,787 | $812K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.9% | 39,452 | $805K |
| IFP Advisors, Inc | 0.02% | Reduce -6.0% | 39,366 | $803K |
| Mallini Complete Financial Planning LLC | 0.71% | Add +3.1% | 39,257 | $801K |
| Monument Capital Management | 0.20% | Add +69.5% | 39,206 | $800K |
| Pinion Investment Advisors, LLC | 0.22% | Add +12.5% | 39,807 | $799K |
| WESPAC Advisors, LLC | 0.47% | Add +5.5% | 38,985 | $796K |
| Hilltop Holdings Inc. | 0.04% | Reduce -43.0% | 38,412 | $784K |
| Everstar Asset Management, LLC | 0.44% | Reduce -3.3% | 38,380 | $783K |
| Wolverine Trading, LLC | 0.02% | New | 38,236 | $782K |
| Stonegate Investment Group, LLC | 0.02% | Add +21.8% | 38,235 | $780K |
| Empowered Funds, LLC | 0.01% | Add +50.0% | 38,023 | $776K |
| Equitable Holdings, Inc. | 0.01% | Add +11.2% | 37,192 | $759K |
| Meridian Investment Counsel Inc. | 0.18% | Add +87.0% | 36,465 | $744K |
| AllSquare Wealth Management LLC | 0.39% | Reduce -1.4% | 36,454 | $744K |
| Measured Wealth Private Client Group, LLC | 0.20% | Reduce -2.2% | 35,784 | $730K |
| Lazard Asset Management LLC | 0.00% | Add +9.2% | 35,635 | $727K |
| Ascent Capital Management, LLC | 0.58% | Add +2.4% | 35,541 | $725K |
| Ascent Group, LLC | 0.03% | No change | 34,651 | $707K |
| Watts Gwilliam & Co., LLC | 0.11% | Add +0.1% | 34,481 | $704K |
| Midwest Trust Co | 0.01% | Reduce -6.3% | 34,401 | $702K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.1% | 34,153 | $697K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.2% | 33,840 | $691K |
| Founders Financial Alliance, LLC | 0.13% | Add +39.1% | 33,742 | $689K |
| St Germain D J Co. Inc. | 0.03% | Reduce -3.0% | 32,785 | $669K |
| Magnus Financial Group LLC | 0.05% | Add +2.4% | 32,758 | $669K |
| Fiduciary Group, LLC | 0.06% | Add +4.0% | 32,576 | $665K |
| Millennium Capital Advisors, LLC | 0.40% | Add +129.6% | 32,455 | $662K |
| Canal Capital Management, LLC | 0.10% | Add +1.6% | 32,435 | $662K |
| Guggenheim Capital LLC | 0.00% | Reduce -8.8% | 32,389 | $661K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 32,245 | $658K |
| Advisory Research Inc. | 0.09% | Add +1.2% | 32,181 | $657K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +2.5% | 31,959 | $652K |
| Lewis Asset Management, LLC | 0.27% | Reduce -11.5% | 31,920 | $651K |
| Maridea Wealth Management LLC | 0.10% | Add +4.9% | 33,059 | $648K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 31,679 | $647K |
| Verus Capital Partners, LLC | 0.05% | Reduce -1.1% | 31,597 | $645K |
| Moors & Cabot, Inc. | 0.03% | Add +0.6% | 31,431 | $642K |
| Samjo Management, LLC | 0.24% | No change | 31,000 | $633K |
| First Affirmative Financial Network | 0.30% | Add +29.3% | 30,987 | $632K |
| Capstone Investment Advisors, LLC | 0.01% | New | 30,527 | $623K |
| Virtus Investment Advisers, LLC | 0.18% | Reduce -0.3% | 30,499 | $622K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.8% | 30,338 | $619K |
| Compound Planning, Inc. | 0.02% | Add +2.2% | 30,330 | $619K |
| Keybank National Association | 0.00% | No change | 30,133 | $615K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 30,000 | $612K |
| Left Brain Wealth Management, LLC | 0.19% | Add +205.2% | 29,890 | $610K |
| Quad-Cities Investment Group, LLC | 0.26% | Add +0.5% | 29,866 | $610K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.1% | 29,785 | $608K |
| Triumph Capital Management | 0.16% | Add +3.2% | 29,783 | $608K |
| AA Financial Advisors, LLC | 0.12% | Reduce -0.2% | 29,621 | $605K |
| Wedmont Private Capital | 0.02% | Add +0.6% | 30,235 | $600K |
| Ethos Financial Group, LLC | 0.05% | No change | 29,160 | $595K |
| Glenview Trust Co | 0.01% | Add +25.1% | 29,022 | $592K |
| SG Americas Securities, LLC | 0.00% | Add +18.3% | 28,949 | $591K |
| Canton Hathaway, LLC | 0.11% | Reduce -0.8% | 28,790 | $588K |
| Hudson Capital Management LLC | 0.16% | No change | 28,568 | $583K |
| PFG Investments, LLC | 0.03% | Add +0.9% | 28,535 | $582K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 28,533 | $582K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -0.0% | 28,370 | $579K |
| Western Financial Corp | 0.25% | Add +2.4% | 28,199 | $576K |
| Navis Wealth Advisors, LLC | 0.43% | Add +2.3% | 28,104 | $574K |
| Wealthcare Capital Partners, LLC | 0.26% | Add +23.2% | 27,658 | $565K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -2.3% | 27,623 | $564K |
| Aua Capital Management, LLC | 0.32% | No change | 27,590 | $563K |
| Sage Mountain Advisors LLC | 0.03% | No change | 27,512 | $562K |
| Formidable Asset Management, LLC | 0.09% | Reduce -1.9% | 25,567 | $561K |
| Spinnaker Investment Group, LLC | 0.10% | New | 27,270 | $557K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.8% | 26,589 | $543K |
| Scientech Research LLC | 0.19% | New | 26,311 | $537K |
| Private Trust Co. NA | 0.05% | Reduce -1.5% | 26,259 | $536K |
| McDonald Partners LLC | 0.16% | Reduce -12.9% | 26,034 | $531K |
| Baron Financial Group, LLC | 0.29% | Add +30.8% | 25,977 | $530K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +28.4% | 25,869 | $528K |
| Pasadena Private Wealth, LLC | 0.07% | Reduce -39.5% | 25,450 | $519K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.4% | 25,450 | $519K |
| Evoke Wealth, LLC | 0.01% | No change | 25,318 | $517K |
| Florida Trust Wealth Management Co | 0.01% | Add +110.8% | 25,300 | $516K |
| Whitener Capital Management, Inc. | 0.12% | Add +0.6% | 25,204 | $514K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.0% | 25,182 | $514K |
| Family Wealth Partners, LLC | 0.19% | Add +50.6% | 24,540 | $501K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -13.3% | 24,482 | $500K |
| Maia Wealth LLC | 0.08% | New | 24,617 | $499K |
| FSA Advisors, Inc. | 0.39% | No change | 24,369 | $497K |
| Amitell Capital Pte Ltd | 0.37% | No change | 24,366 | $497K |
| MAI Capital Management | 0.00% | Add +26.9% | 24,190 | $494K |
| Roman Butler Fullerton & Co. | 0.13% | Add +3.0% | 23,643 | $487K |
| Trek Financial, LLC | 0.03% | Reduce -0.7% | 23,641 | $483K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -4.7% | 23,412 | $478K |
| OneDigital Investment Advisors LLC | 0.00% | Add +16.7% | 23,293 | $475K |
| Daymark Wealth Partners, LLC | 0.02% | Add +1.2% | 23,279 | $475K |
| Segment Wealth Management, LLC | 0.03% | Add +1.9% | 23,140 | $472K |
| Parcion Private Wealth LLC | 0.03% | No change | 22,982 | $469K |
| Johnson Investment Counsel Inc. | 0.00% | Add +20.6% | 129,013 | $466K |
| VPR Management LLC | 0.21% | Add +82.2% | 22,773 | $465K |
| Oxford Asset Management LLP | 0.15% | New | 22,651 | $462K |
| Values Added Financial LLC | 0.20% | Reduce -4.6% | 22,513 | $459K |
| Integrated Advisors Network LLC | 0.02% | Add +45.0% | 22,500 | $459K |
| Gentry Private Wealth, LLC | 0.32% | Add +3.2% | 22,375 | $457K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 22,235 | $454K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 22,100 | $451K |
| BankPlus Wealth Management LLC | 0.26% | Add +6.8% | 21,962 | $448K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -68.3% | 21,753 | $444K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +13.5% | 21,653 | $442K |
| Trueblood Wealth Management, LLC | 0.17% | Add +1.6% | 21,562 | $440K |
| Intrua Financial, LLC | 0.05% | Add +11.5% | 21,550 | $440K |
| Garden State Investment Advisory Services LLC | 0.11% | No change | 21,540 | $440K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +53.7% | 21,179 | $432K |
| LeClair Wealth Partners LLC | 0.27% | No change | 21,087 | $430K |
| DCM Advisors, LLC | 0.18% | Reduce -1.8% | 22,938 | $429K |
| Intrepid Capital Management Inc. | 0.21% | No change | 20,959 | $428K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.7% | 20,821 | $425K |
| Prostatis Group LLC | 0.11% | Reduce -6.7% | 20,743 | $423K |
| Prosperity Consulting Group, LLC | 0.02% | Add +2.1% | 20,437 | $417K |
| Eight 31 Financial, LLC | 0.23% | Add +2.3% | 20,405 | $416K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -3.9% | 20,313 | $415K |
| Future Financial Wealth Managment LLC | 0.26% | No change | 20,300 | $414K |
| Heritage Trust Co | 0.04% | No change | 20,185 | $412K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -83.6% | 20,131 | $411K |
| Choreo, LLC | 0.01% | Reduce -1.7% | 20,009 | $408K |
| PARK CIRCLE Co | 0.35% | No change | 20,000 | $408K |
| American National Bank & Trust | 0.04% | New | 20,000 | $408K |
| TCTC Holdings, LLC | 0.01% | No change | 20,000 | $408K |
| Wealth Alliance Advisory Group, LLC | 0.07% | No change | 19,852 | $405K |
| Centaurus Financial, Inc. | 0.02% | Add +39.6% | 19,858 | $405K |
| Redmond Asset Management, LLC | 0.10% | No change | 19,395 | $396K |
| CWA Asset Management Group, LLC | 0.01% | Add +73.7% | 19,318 | $394K |
| PCG Wealth Advisors, LLC | 0.11% | Add +3.5% | 19,282 | $394K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +1.6% | 19,202 | $392K |
| Xcel Wealth Management, LLC | 0.10% | Reduce -17.8% | 19,123 | $390K |
| Fullcircle Wealth LLC | 0.14% | No change | 19,071 | $387K |
| Calydon Capital | 0.06% | Reduce -7.8% | 18,775 | $383K |
| CX Institutional | 0.01% | Add +17307.5% | 18,626 | $380K |
| Generation Capital Management LLC | 0.27% | No change | 18,600 | $380K |
| Smartleaf Asset Management LLC | 0.02% | Add +13349.3% | 18,560 | $379K |
| Clark Financial Services Group Inc. | 0.20% | Add +9.9% | 18,571 | $379K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.8% | 18,567 | $379K |
| Moneco Advisors, LLC | 0.03% | Reduce -15.8% | 18,249 | $372K |
| MRP Capital Investments, LLC | 0.32% | Reduce -36.7% | 16,925 | $372K |
| Trust Co. of Vermont | 0.02% | No change | 18,095 | $369K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.9% | 17,965 | $367K |
| LVW Advisors, LLC | 0.04% | Add +0.8% | 17,778 | $363K |
| Composition Wealth, LLC | 0.01% | Add +4.7% | 17,724 | $362K |
| Fiduciary Alliance LLC | 0.02% | Add +1.9% | 17,564 | $358K |
| J.Safra Asset Management Corp | 0.02% | Add +20.5% | 17,515 | $357K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -4.9% | 17,509 | $357K |
| CoreCap Advisors, LLC | 0.01% | Add +33.9% | 17,096 | $349K |
| Compass Capital Corp. /Ma/ | 0.15% | No change | 17,196 | $349K |
| Platform Technology Partners | 0.08% | No change | 17,082 | $349K |
| DeepCurrents Investment Group LLC | 0.76% | No change | 17,007 | $347K |
| SFG Wealth Management, LLC. | 0.15% | Reduce -49.1% | 16,865 | $344K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.2% | 16,776 | $342K |
| Optimum Investment Advisors | 0.14% | No change | 16,749 | $342K |
| VestGen Advisors, LLC | 0.01% | New | 16,749 | $342K |
| Worth Asset Management, LLC | 0.15% | Add +2.2% | 16,663 | $340K |
| XML Financial, LLC | 0.03% | Add +8.8% | 16,649 | $340K |
| HM Payson & Co. | 0.00% | Add +161.1% | 16,611 | $339K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.3% | 16,552 | $338K |
| LexAurum Advisors, LLC | 0.05% | Add +0.0% | 16,525 | $337K |
| RFG Advisory, LLC | 0.01% | Reduce -12.5% | 16,505 | $337K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.1% | 16,455 | $336K |
| Kentucky Trust Co | 0.18% | Add +0.1% | 16,335 | $333K |
| Jones Financial Companies LLLP | 0.00% | Add +9.7% | 16,270 | $333K |
| Calton & Associates, Inc. | 0.05% | Add +6.1% | 16,249 | $332K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -28.5% | 16,212 | $331K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 15,950 | $326K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.5% | 15,743 | $321K |
| Csenge Advisory Group | 0.02% | Reduce -3.1% | 15,627 | $319K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +19.3% | 15,590 | $318K |
| Deutsche Bank AG | 0.00% | Add +0.1% | 15,372 | $314K |
| MBL Wealth, LLC | 0.03% | Reduce -16.4% | 15,316 | $313K |
| Moody National Bank Trust Division | 0.03% | Reduce -0.4% | 15,247 | $311K |
| Sowell Financial Services LLC | 0.01% | Add +1.5% | 15,151 | $309K |
| Visionary Wealth Advisors | 0.01% | Add +22.5% | 15,140 | $309K |
| Severin Investments, LLC | 0.27% | Add +1.3% | 15,120 | $309K |
| Merkkuri Wealth Advisors LLC | 0.22% | No change | 15,117 | $309K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 15,094 | $308K |
| D L Carlson Investment Group Inc. | 0.05% | Add +25.7% | 14,988 | $306K |
| Stillwater Wealth Management Group | 0.21% | — | 14,975 | $306K |
| O'ROURKE & COMPANY, Inc | 0.13% | Add +1.3% | 14,936 | $305K |
| Beck Capital Management, LLC | 0.07% | Add +1.8% | 14,924 | $305K |
| Bard Associates Inc. | 0.08% | Reduce -30.5% | 14,870 | $303K |
| Firestone Capital Management | 0.07% | No change | 14,850 | $303K |
| Acorn Creek Capital LLC | 0.11% | Add +9.3% | 14,685 | $300K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -3.8% | 14,541 | $297K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +2.3% | 14,568 | $296K |
| Scotia Capital Inc. | 0.00% | Reduce -4.9% | 14,425 | $294K |
| Quadrant Capital Group LLC | 0.01% | Add +3.0% | 14,215 | $290K |
| Oregon Pacific Wealth Management, LLC | 0.25% | Reduce -2.0% | 14,184 | $289K |
| BIP Wealth, LLC | 0.01% | Reduce -47.8% | 14,012 | $286K |
| Highlander Partners, L.P. | 0.10% | No change | 14,000 | $286K |
| Secure Asset Management, LLC | 0.05% | No change | 13,804 | $278K |
| Trivium Point Advisory, LLC | 0.03% | New | 13,461 | $275K |
| Bridgewealth Advisory Group, LLC | 0.06% | Add +4.7% | 13,430 | $274K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 13,400 | $273K |
| Black Swift Group, LLC | 0.05% | Reduce -40.7% | 13,350 | $272K |
| Kornitzer Capital Management Inc. | 0.01% | Add +2.4% | 13,311 | $272K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +36.7% | 13,304 | $272K |
| World Investment Advisors | 0.01% | Add +15.1% | 13,283 | $271K |
| Park Avenue Securities LLC | 0.00% | Add +1.4% | 13,236 | $270K |
| Vise Technologies, Inc. | 0.01% | Reduce -6.3% | 13,207 | $270K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -5.1% | 13,204 | $269K |
| Callahan Advisors, LLC | 0.02% | Reduce -24.1% | 13,200 | $269K |
| Anfield Capital Management, LLC | 0.08% | Add +0.0% | 13,087 | $267K |
| 5T Wealth, LLC | 0.12% | Add +0.1% | 13,044 | $266K |
| Commons Capital, LLC | 0.18% | No change | 13,000 | $265K |
| Purkiss Capital Advisors LLC | 0.13% | Add +30.0% | 13,000 | $265K |
| Seven Mile Advisory | 0.04% | No change | 13,000 | $265K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -2.1% | 13,000 | $265K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +2.3% | 12,974 | $265K |
| NWF Advisory Services Inc. | 0.03% | Add +0.8% | 12,845 | $262K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 12,826 | $262K |
| Wealth Quarterback LLC | 0.10% | Reduce -15.6% | 12,717 | $260K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -7.2% | 12,693 | $259K |
| Autumn Glory Partners, LLC | 0.10% | No change | 12,535 | $256K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 11,535 | $253K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -3.4% | 12,391 | $253K |
| National Philanthropic Trust | 0.00% | No change | 12,291 | $251K |
| Steadtrust LLC | 0.17% | No change | 12,280 | $251K |
| Aigen Investment Management, LP | 0.04% | New | 12,174 | $248K |
| Windsor Advisory Group, LLC | 0.22% | New | 12,144 | $248K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 12,132 | $248K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +17.6% | 12,125 | $247K |
| Citigroup Inc. | 0.00% | Add +92.2% | 11,975 | $244K |
| Bison Wealth, LLC | 0.02% | New | 11,900 | $243K |
| Principle Wealth Partners LLC | 0.01% | Add +1.1% | 11,833 | $242K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 11,766 | $240K |
| Brighton Jones LLC | 0.01% | Add +3.5% | 11,765 | $240K |
| FORA Capital, LLC | 0.04% | Reduce -52.1% | 11,752 | $240K |
| Squarepoint Ops LLC | 0.00% | Reduce -90.2% | 11,636 | $237K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +14.2% | 11,630 | $237K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.4% | 11,615 | $237K |
| Promethium Advisors,llc | 0.14% | No change | 11,586 | $236K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.6% | 11,568 | $236K |
| Successful Portfolios LLC | 0.14% | Add +6.5% | 11,499 | $235K |
| Sage Investment Counsel LLC | 0.26% | No change | 11,420 | $233K |
| Summit Trail Advisors, LLC | 0.00% | Add +1.5% | 11,417 | $233K |
| Stablepoint Partners, LLC | 0.04% | Add +1.8% | 11,336 | $231K |
| Redmont Wealth Advisors LLC | 0.32% | Add +3.8% | 11,272 | $230K |
| Western Pacific Wealth Management, LP | 0.22% | No change | 11,261 | $230K |
| Mission Wealth Management, LP | 0.00% | No change | 11,209 | $229K |
| Fiduciary Family Office, LLC | 0.07% | No change | 11,186 | $228K |
| KG Capital Management | 0.06% | Add +10.4% | 11,170 | $228K |
| Plancorp, LLC | 0.01% | No change | 11,159 | $228K |
| Chapin Davis, Inc. | 0.06% | Add +11.6% | 11,141 | $227K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +1.5% | 11,126 | $227K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 11,100 | $227K |
| Vista Investment Management | 0.08% | Reduce -4.7% | 11,028 | $225K |
| Accredited Investors Inc. | 0.01% | No change | 10,955 | $224K |
| CWS Financial Advisors, LLC | 0.06% | Add +18.8% | 10,927 | $223K |
| Ascentis Independent Advisors | 0.04% | Add +12.6% | 10,867 | $222K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.8% | 10,866 | $222K |
| Certuity, LLC | 0.02% | Reduce -75.0% | 10,852 | $221K |
| Alpha Omega Wealth Management LLC | 0.04% | Add +2.3% | 10,848 | $221K |
| Hexagon Capital Partners LLC | 0.04% | Add +2.3% | 10,816 | $221K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +14.3% | 10,783 | $220K |
| Banco Santander, S.A. | 0.00% | No change | 10,779 | $220K |
| World Equity Group, Inc. | 0.05% | New | 10,701 | $218K |
| Fortis Capital Advisors, LLC | 0.03% | New | 10,679 | $218K |
| Core Wealth Partners LLC | 0.10% | No change | 10,678 | $218K |
| Walled Lake Planning & Wealth Management, LLC | 0.07% | Add +2.3% | 10,552 | $215K |
| MCF Advisors LLC | 0.01% | Add +17.5% | 10,517 | $215K |
| North Star Investment Management Corp. | 0.01% | Reduce -19.8% | 10,500 | $214K |
| KLCM Advisors, Inc. | 0.02% | No change | 10,370 | $212K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 10,319 | $211K |
| Burling Wealth Partners, LLC | 0.03% | No change | 10,287 | $210K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 10,248 | $209K |
| Fisher Asset Management | 0.00% | Reduce -44.4% | 10,234 | $209K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.8% | 10,223 | $209K |
| Camelot Portfolios, LLC | 0.12% | Reduce -0.5% | 10,146 | $207K |
| Signaturefd, LLC | 0.00% | Reduce -11.9% | 10,141 | $207K |
| ELCO Management Co., LLC | 0.11% | Reduce -4.6% | 10,113 | $206K |
| Annex Advisory Services, LLC | 0.00% | Add +0.1% | 10,069 | $206K |
| Obsidian Cio, LLC | 0.03% | Add +3.4% | 10,060 | $205K |
| Flputnam Investment Management Co. | 0.00% | Reduce -5.9% | 10,004 | $204K |
| Madison Park Capital Advisors, LLC | 0.17% | No change | 10,000 | $204K |
| First Citizens Bank & Trust Co. | 0.00% | Add +0.5% | 9,998 | $204K |
| PharVision Advisers, LLC | 0.11% | New | 9,944 | $203K |
| Wealthspire Advisors, LLC | 0.00% | New | 9,848 | $201K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -2.0% | 9,835 | $201K |
| Astoria Portfolio Advisors LLC. | 0.05% | Add +11.9% | 10,024 | $197K |
| ORG Partners LLC | 0.03% | Reduce -50.9% | 9,066 | $185K |
| Point72 (DIFC) Ltd | 0.01% | New | 8,525 | $174K |
| Hurley Capital, LLC | 0.09% | Add +1.9% | 7,556 | $154K |
| Assetmark, Inc. | 0.00% | Add +92.1% | 7,404 | $151K |
| Leonteq Securities AG | 0.01% | Add +4.3% | 7,300 | $149K |
| Hollencrest Capital Management | 0.01% | Add +2.0% | 6,737 | $138K |
| Point72 Europe (London) LLP | 0.01% | New | 6,641 | $136K |
| Anchor Investment Management, LLC | 0.01% | Add +6.5% | 6,561 | $134K |
| Key Financial Inc | 0.02% | No change | 6,465 | $130K |
| Fifth Third Bancorp | 0.00% | No change | 5,657 | $115K |
| Chilton Capital Management LLC | 0.00% | Reduce -31.3% | 5,500 | $112K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.7% | 5,373 | $110K |
| Centennial Bank | 0.04% | No change | 4,856 | $99K |
| Orion Capital Management LLC | 0.03% | Reduce -20.9% | 4,830 | $99K |
| Golden State Wealth Management, LLC | 0.01% | No change | 4,630 | $94K |
| Luken Investment Analytics, LLC | 0.04% | No change | 4,600 | $94K |
| Cedar Wealth Management, LLC | 0.03% | No change | 4,302 | $88K |
| Aventura Private Wealth, LLC | 0.03% | No change | 4,244 | $87K |
| Delta Asset Management LLC | 0.01% | Reduce -1.2% | 4,205 | $86K |
| Heritage Wealth Advisors | 0.00% | No change | 4,100 | $84K |
| Westfuller Advisors, LLC | 0.04% | New | 4,060 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Add +61.7% | 3,853 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,638 | $74K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +1.1% | 3,634 | $74K |
| Principal Securities, Inc. | 0.00% | Reduce -7.5% | 3,601 | $73K |
| SouthState Bank Corp | 0.00% | No change | 3,500 | $71K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 3,500 | $71K |
| KERR FINANCIAL PLANNING Corp | 0.10% | — | 3,402 | $68K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,306 | $66K |
| Optiver Holding B.V. | 0.00% | New | 3,031 | $62K |
| Bogart Wealth, LLC | 0.00% | Reduce -43.8% | 2,950 | $60K |
| Huntington National Bank | 0.00% | Reduce -10.9% | 2,908 | $59K |
| Jefferies Financial Group Inc. | 0.00% | No change | 2,901 | $59K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,888 | $59K |
| Grove Bank & Trust | 0.01% | Reduce -50.0% | 2,700 | $55K |
| Bellevue Asset Management, LLC | 0.02% | No change | 2,600 | $53K |
| CVA Family Office, LLC | 0.01% | No change | 2,530 | $52K |
| MTM Investment Management, LLC | 0.02% | No change | 2,520 | $51K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +2.3% | 2,343 | $48K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,300 | $47K |
| Promus Capital, LLC | 0.03% | No change | 2,183 | $45K |
| Root Financial Partners, LLC | 0.00% | New | 2,020 | $41K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -33.3% | 2,000 | $41K |
| Wolff Wiese Magana LLC | 0.02% | Add +2.4% | 1,859 | $38K |
| Webster Bank, N. A. | 0.00% | Reduce -92.6% | 1,822 | $37K |
| Archer Investment Corp | 0.01% | Reduce -11.8% | 1,800 | $37K |
| Ameriflex Group, Inc. | 0.01% | Add +201.0% | 1,764 | $36K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 1,778 | $36K |
| Blue Trust, Inc. | 0.00% | Add +7.8% | 1,726 | $35K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 1,725 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,700 | $35K |
| Groupe la Francaise | 0.00% | New | 1,961 | $34K |
| VSM Wealth Advisory, LLC | 0.01% | Add +1.3% | 1,669 | $34K |
| WFA of San Diego, LLC | 0.02% | No change | 1,650 | $34K |
| Estabrook Capital Management | 0.00% | No change | 1,650 | $34K |
| Quarry LP | 0.01% | New | 1,629 | $33K |
| Clark Wealth Partners | 0.02% | No change | 1,624 | $33K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -20.6% | 1,539 | $31K |
| NBT Bank, N.A. | 0.00% | New | 1,528 | $31K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,500 | $31K |
| Investors Research Corp | 0.01% | Add +44.6% | 1,446 | $30K |
| Rogco, LP | 0.01% | No change | 1,388 | $28K |
| Nemes Rush Group LLC | 0.00% | Add +2.4% | 1,382 | $28K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +2.3% | 1,370 | $28K |
| SWAN Capital LLC | 0.01% | New | 1,330 | $27K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.3% | 1,312 | $27K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,247 | $25K |
| Asset Dedication, LLC | 0.00% | No change | 1,242 | $25K |
| City Holding Co. | 0.00% | Add +444.4% | 1,225 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,222 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 1,217 | $25K |
| Payden & Rygel | 0.00% | No change | 1,160 | $24K |
| Valley National Advisers Inc. | 0.00% | No change | 1,150 | $23K |
| Founders Capital Management | 0.01% | No change | 1,110 | $23K |
| High Note Wealth, LLC | 0.00% | Reduce -0.5% | 1,106 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,120 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,100 | $22K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,100 | $22K |
| Smithfield Trust Co | 0.00% | No change | 1,100 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.3% | 1,053 | $21K |
| Cheviot Value Management, LLC | 0.00% | No change | 1,000 | $21K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 1,000 | $20K |
| Manchester Capital Management LLC | 0.00% | No change | 1,000 | $20K |
| Community Bank, N.A. | 0.00% | No change | 1,000 | $20K |
| Rossby Financial, LCC | 0.01% | No change | 1,008 | $20K |
| Arcadia Investment Management Corp. | 0.00% | No change | 900 | $18K |
| Colonial Trust Co / SC | 0.00% | Reduce -6.6% | 886 | $18K |
| Monetary Management Group Inc. | 0.00% | No change | 876 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 835 | $17K |
| CGC Financial Services, LLC | 0.00% | No change | 807 | $16K |
| Bessemer Group Inc. | 0.00% | Add +489.2% | 766 | $15K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -12.1% | 729 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 728 | $15K |
| Dunhill Financial, LLC | 0.00% | No change | 719 | $15K |
| Curat Global, LLC | 0.01% | Add +2.3% | 710 | $14K |
| Asset Planning,Inc | 0.01% | No change | 700 | $14K |
| Bernard Wealth Management Corp. | 0.01% | No change | 700 | $14K |
| DT Investment Partners, LLC | 0.00% | No change | 689 | $14K |
| Pathway Financial Advisers, LLC | 0.00% | New | 680 | $14K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +2.3% | 629 | $13K |
| Morse Asset Management, Inc | 0.00% | No change | 600 | $12K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 610 | $12K |
| LRI Investments, LLC | 0.00% | Add +2.3% | 498 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 468 | $10K |
| GAMMA Investing LLC | 0.00% | Reduce -14.8% | 477 | $10K |
| United Financial Planning Group LLC | 0.01% | — | 465 | $9K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 458 | $9K |
| FIL Ltd | 0.00% | New | 456 | $9K |
| JNBA Financial Advisors | 0.00% | No change | 440 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 429 | $9K |
| Financial Consulate, Inc. | 0.00% | New | 402 | $8K |
| Summit Securities Group LLC | 0.00% | Add +100.0% | 400 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -88.7% | 400 | $8K |
| Luminist Capital LLC | 0.01% | No change | 400 | $8K |
| Crewe Advisors LLC | 0.00% | Add +3.0% | 343 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +2.4% | 340 | $7K |
| Bokf, NA | 0.00% | New | 333 | $7K |
| Addison Advisors LLC | 0.00% | No change | 329 | $7K |
| Wealth Watch Advisors, INC | 0.00% | New | 328 | $7K |
| Evolution Advisers, Inc. | 0.00% | No change | 318 | $6K |
| West Branch Capital LLC | 0.00% | No change | 274 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 270 | $6K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -55.6% | 266 | $5K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 230 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 210 | $4K |
| Noble Wealth Management PBC | 0.00% | — | 200 | $4K |
| Hilltop National Bank | 0.00% | No change | 200 | $4K |
| Avion Wealth | 0.00% | No change | 200 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 220 | $4K |
| Fortis Group Advisors, LLC | 0.00% | No change | 192 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 190 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 190 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 188 | $4K |
| Country Trust Bank | 0.00% | No change | 149 | $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% | No change | 100 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 100 | $2K |
| Covestor Ltd | 0.00% | No change | 117 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 89 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 75 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 48 | $980 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 45 | $918 |
| Guerra Advisors Inc | 0.00% | New | 43 | $878 |
| REAP Financial Group, LLC | 0.00% | No change | 39 | $796 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -91.7% | 35 | $714 |
| Sachetta, LLC | 0.00% | No change | 32 | $654 |
| Boreal Capital Management LLC | 0.00% | No change | 32 | $653 |
| Global Wealth Strategies & Associates | 0.00% | New | 32 | $653 |
| IFS Advisors, LLC | 0.00% | No change | 30 | $612 |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 29 | $597 |
| Pflug Koory, LLC | 0.00% | No change | 26 | $536 |
| Byrne Asset Management LLC | 0.00% | New | 19 | $388 |
| Horizon Investments, LLC | 0.00% | No change | 14 | $286 |
| Davis Capital Management | 0.00% | — | 10 | $213 |
| Creekmur Asset Management LLC | 0.00% | No change | 8 | $163 |
| PayPay Securities Corp | 0.00% | Add +0.0% | 1 | $11 |
"% of holder's portfolio" is ARCC's weight in each manager's 13F, not the share of Ares Capital Corp. the manager owns.