Alexandria Real Estate EquitARE
13F holders, Q1 2026 (March 31)571holders −29
77new positions
106sold out
7famous investors
$46.33avg. 13F price*
At the end of Q1 2026, 571 institutions reported holding Alexandria Real Estate Equit (ARE) in their 13F filings, down 29 from Q4 2025. 77 opened new positions and 106 sold out. The largest holders were BlackRock, Inc. ($914.1M), Vanguard Portfolio Management LLC ($642.9M) and State Street Corp. ($502.5M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Alexandria Real Estate Equit
- Sector
- Real Estate
- CUSIP
- 015271109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $157.1M |
| Exits | 106 | $131.2M |
All 13F filers, Q4 2025 → Q1 2026: 14,055,051 shares bought and 14,859,393 shares sold, net −804,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 571 holders
| BlackRock, Inc. | 0.02% | Reduce -3.0% | 19,691,268 | $914.1M |
| Vanguard Portfolio Management LLC | 0.03% | — | 13,849,551 | $642.9M |
| State Street Corp. | 0.02% | Reduce -6.0% | 10,662,463 | $502.5M |
| Vanguard Capital Management LLC | 0.01% | — | 10,742,559 | $498.7M |
| Invesco Ltd. | 0.03% | Add +13.1% | 6,826,367 | $316.9M |
| APG Asset Management US Inc. | 2.33% | Add +4.3% | 6,981,310 | $302.2M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 4,509,021 | $209.0M |
| JPMorgan Chase & Co. | 0.01% | Add +30.9% | 3,609,904 | $167.1M |
| Capital World Investors | 0.02% | Reduce -13.2% | 3,228,259 | $149.9M |
| Morgan Stanley | 0.01% | Add +10.2% | 2,781,501 | $129.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.2% | 2,688,251 | $124.8M |
| AQR Capital Management | 0.06% | Add +343.7% | 2,592,547 | $120.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.4% | 2,297,222 | $106.6M |
| Northern Trust Corp. | 0.01% | Reduce -19.7% | 2,260,743 | $104.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -37.6% | 2,236,724 | $103.8M |
| Centersquare Investment Management LLC | 0.97% | Add +26.4% | 2,024,892 | $94.0M |
| Lasalle Investment Management Securities LLC | 2.77% | Reduce -11.3% | 1,511,273 | $70.2M |
| Legal & General Group Plc | 0.02% | Reduce -27.4% | 1,417,789 | $65.8M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -15.2% | 1,379,323 | $64.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -28.3% | 1,336,870 | $62.1M |
| Freestone Grove Partners LP | 0.41% | Reduce -17.1% | 1,221,712 | $56.7M |
| Hotchkis & Wiley Capital Management LLC | 0.18% | New | 1,221,640 | $56.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -3.8% | 1,185,583 | $55.0M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 1,120,991 | $52.0M |
| HSBC Holdings PLC | 0.03% | Reduce -0.7% | 1,049,020 | $48.8M |
| Citigroup Inc. | 0.03% | Add +127.5% | 1,015,056 | $47.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -30.0% | 991,351 | $46.0M |
| Duff & Phelps Investment Management Co. | 0.47% | Reduce -2.7% | 972,721 | $45.2M |
| BNP Paribas Financial Markets | 0.03% | Add +11.3% | 923,991 | $42.9M |
| Clal Insurance Enterprises Holdings Ltd | 0.26% | No change | 918,000 | $42.8M |
| Analyst IMS Investment Management Services Ltd. | 1.29% | Reduce -1.4% | 916,294 | $42.5M |
| Deutsche Bank AG | 0.01% | Reduce -14.9% | 909,209 | $42.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 893,798 | $41.5M |
| Town Lane Management LP | 37.93% | Add +15.5% | 866,266 | $40.2M |
| Bank of America Corp. | 0.00% | Add +55.0% | 846,385 | $39.3M |
| STRS Ohio | 0.15% | Reduce -5.5% | 804,837 | $37.4M |
| Millennium Management | 0.03% | Add +103.4% | 789,864 | $36.7M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 788,845 | $36.6M |
| Quantinno Capital Management LP | 0.06% | Add +79.8% | 747,919 | $34.7M |
| PGGM Investments | 0.61% | Reduce -34.3% | 743,471 | $34.5M |
| FMR LLC | 0.00% | Add +42.4% | 569,683 | $26.4M |
| Earnest Partners LLC | 0.11% | Add +24.5% | 552,568 | $25.7M |
| Fort Washington Investment Advisors Inc. | 0.14% | Add +3.8% | 542,555 | $25.2M |
| Susquehanna International Group, LLP | 0.03% | Add +30.4% | 515,280 | $23.9M |
| Amundi | 0.01% | Reduce -33.4% | 502,882 | $23.3M |
| Alliancebernstein L.P. | 0.01% | Add +31.6% | 472,833 | $23.1M |
| Bank of Montreal | 0.01% | Add +17.6% | 485,920 | $22.6M |
| Worldquant Millennium Advisors LLC | 0.09% | Add +12.0% | 481,788 | $22.4M |
| UBS Group AG | 0.00% | Reduce -27.4% | 474,863 | $22.0M |
| SG Americas Securities, LLC | 0.02% | Add +157.2% | 399,722 | $18.6M |
| Tocqueville Asset Management L.P. | 0.27% | Add +7.2% | 395,899 | $18.4M |
| Adelante Capital Management LLC | 1.13% | Reduce -10.0% | 357,450 | $16.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -0.4% | 355,029 | $16.5M |
| Nuveen, LLC | 0.00% | Reduce -38.8% | 340,307 | $15.8M |
| Barclays PLC | 0.01% | Reduce -18.2% | 338,920 | $15.7M |
| Vanguard Global Advisers, LLC | 0.01% | — | 329,836 | $15.3M |
| Rhumbline Advisers | 0.01% | Reduce -10.5% | 321,209 | $14.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -28.3% | 313,069 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -23.9% | 307,800 | $14.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -5.4% | 303,975 | $14.1M |
| Lazard Asset Management LLC | 0.02% | New | 291,687 | $13.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -3.4% | 276,253 | $12.8M |
| Gotham Asset Management | 0.04% | Add +22.8% | 274,218 | $12.7M |
| CI Investments Inc. | 0.06% | Reduce -6.5% | 272,561 | $12.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +4321.4% | 271,826 | $12.6M |
| Gradient Investments LLC | 0.19% | Add +2.3% | 263,716 | $12.2M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Add +1051.0% | 260,593 | $12.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -0.9% | 259,626 | $12.1M |
| California Public Employees Retirement System | 0.01% | Reduce -22.5% | 253,929 | $11.8M |
| New York State Common Retirement Fund | 0.02% | Reduce -0.2% | 250,793 | $11.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -13.0% | 248,720 | $11.5M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -8.6% | 247,711 | $11.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -32.8% | 246,507 | $11.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +238.0% | 239,235 | $11.1M |
| Nan Fung Trinity (hk) Ltd. | 1.22% | No change | 238,981 | $11.1M |
| Man Group plc | 0.02% | Add +170.7% | 236,589 | $11.0M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -21.3% | 222,240 | $10.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.06% | Add +27.5% | 220,050 | $10.2M |
| Quinn Opportunity Partners LLC | 0.49% | No change | 201,000 | $9.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -62.1% | 195,695 | $9.1M |
| Citadel Advisors | 0.01% | Reduce -77.9% | 191,403 | $8.9M |
| Focus Partners Wealth | 0.01% | Add +11.8% | 189,144 | $8.8M |
| Allianz Asset Management GmbH | 0.01% | Reduce -5.2% | 187,338 | $8.7M |
| Sei Investments Co. | 0.01% | Add +5.8% | 185,487 | $8.6M |
| California State Teachers Retirement System | 0.01% | Reduce -1.3% | 183,817 | $8.5M |
| Davis Selected Advisers | 0.04% | Add +1.5% | 180,807 | $8.4M |
| Thompson Investment Management, Inc. | 1.09% | Add +5.0% | 180,636 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +24.1% | 179,254 | $8.3M |
| CBRE Investment Management Listed Real Assets LLC | 0.12% | No change | 178,107 | $8.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.1% | 176,497 | $8.2M |
| Corient Private Wealth LP | 0.01% | Add +370.7% | 172,077 | $7.9M |
| Macquarie Group Ltd. | 0.05% | Reduce -9.1% | 166,470 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +25.1% | 164,981 | $7.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +7.1% | 162,682 | $7.6M |
| Prudential Financial Inc. | 0.01% | Add +29.0% | 158,192 | $7.3M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 156,772 | $7.3M |
| Vanguard Investments Australia, Ltd. | 0.02% | — | 154,352 | $7.2M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -0.4% | 151,916 | $7.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 147,014 | $6.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 148,559 | $6.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +34.4% | 146,411 | $6.8M |
| Oak Thistle LLC | 0.64% | Add +508.2% | 142,311 | $6.6M |
| Lighthouse Investment Partners, LLC | 0.25% | Add +15.5% | 141,016 | $6.5M |
| Nuance Investments, LLC | 0.91% | Reduce -26.6% | 140,637 | $6.5M |
| First Trust Advisors LP | 0.00% | Add +75.8% | 138,853 | $6.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -11.8% | 138,396 | $6.4M |
| State of Wisconsin Investment Board | 0.01% | Add +52.0% | 133,209 | $6.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.9% | 132,651 | $6.2M |
| Oppenheimer Asset Management Inc. | 0.07% | New | 131,020 | $6.1M |
| New York State Teachers Retirement System | 0.01% | No change | 125,902 | $5.8M |
| Voss Capital, LP | 0.33% | Add +66.7% | 125,000 | $5.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -14.1% | 120,530 | $5.6M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 120,101 | $5.6M |
| Creative Planning | 0.00% | Add +122.7% | 118,846 | $5.5M |
| LPL Financial LLC | 0.00% | Add +34.0% | 118,686 | $5.5M |
| First Financial Bankshares Inc | 0.11% | Add +17.2% | 116,813 | $5.4M |
| Raymond James Financial Inc. | 0.00% | Add +16.0% | 110,467 | $5.1M |
| Holocene Advisors, LP | 0.01% | Add +262.2% | 109,828 | $5.1M |
| Point72 Asset Management | 0.01% | New | 108,480 | $5.0M |
| TMB Capital Partners, LLC | 1.66% | Reduce -76.2% | 106,126 | $4.9M |
| Algert Global LLC | 0.07% | Reduce -14.7% | 103,990 | $4.8M |
| Van Eck Associates Corp. | 0.00% | Add +13.7% | 102,984 | $4.8M |
| National Bank of Canada | 0.00% | Add +3.4% | 102,128 | $4.7M |
| State of Alaska, Department of Revenue | 0.05% | Add +0.9% | 100,725 | $4.7M |
| Discovery Capital Management, LLC / CT | 0.24% | New | 100,000 | $4.6M |
| TT Capital Management LLC | 3.69% | Add +18.4% | 96,493 | $4.5M |
| Caxton Associates LLP | 0.10% | Add +11.5% | 95,890 | $4.5M |
| Ieq Capital, LLC | 0.02% | Add +1192.6% | 94,707 | $4.4M |
| CIBC Bancorp USA Inc. | 0.01% | — | 93,192 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +92.2% | 93,105 | $4.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 91,155 | $4.2M |
| Aberdeen Group plc | 0.01% | Reduce -61.3% | 89,475 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +511.5% | 86,457 | $4.0M |
| IMC-Chicago, LLC | 0.06% | Add +92.8% | 85,989 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +129.8% | 85,293 | $4.0M |
| Weiss Asset Management LP | 0.09% | New | 79,100 | $3.7M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.6% | 76,838 | $3.6M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -11.5% | 75,686 | $3.5M |
| Eurizon Capital SGR S.p.A. | 0.01% | Reduce -7.9% | 74,721 | $3.5M |
| Vert Asset Management LLC | 1.10% | Add +0.3% | 74,376 | $3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -71.5% | 72,595 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 73,429 | $3.4M |
| Cwm, LLC | 0.01% | Add +636.5% | 73,145 | $3.4M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -5.0% | 72,729 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 72,669 | $3.4M |
| Janus Henderson Group PLC | 0.00% | Add +335.8% | 72,556 | $3.4M |
| Bayhunt Capital LLC | 3.10% | Reduce -52.3% | 66,932 | $3.3M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -20.8% | 70,742 | $3.3M |
| Mariner, LLC | 0.00% | Add +702.4% | 68,643 | $3.2M |
| Tudor Investment Corporation | 0.02% | Reduce -89.3% | 68,397 | $3.2M |
| APG Asset Management N.V. | 0.01% | Reduce -3.1% | 78,626 | $3.2M |
| New England Asset Management Inc. | 0.41% | Add +9.9% | 66,850 | $3.1M |
| UniSuper Management Pty Ltd | 0.02% | Reduce -9.2% | 65,174 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -14.8% | 63,499 | $2.9M |
| Heitman Real Estate Securities LLC | 0.21% | Reduce -6.1% | 63,483 | $2.9M |
| Banque Pictet & Cie SA | 0.03% | No change | 61,206 | $2.8M |
| Hahn Capital Management LLC | 1.78% | Reduce -19.7% | 61,093 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Add +964.2% | 60,870 | $2.8M |
| Flax Pond Capital, LLC | 2.15% | Add +0.1% | 57,460 | $2.7M |
| Nexpoint Asset Management, L.P. | 0.18% | No change | 56,000 | $2.6M |
| GSI Capital Advisors LLC | 1.41% | Reduce -0.3% | 55,937 | $2.6M |
| Allstate Corp. | 0.03% | Add +45.8% | 55,837 | $2.6M |
| Calamos Advisors LLC | 0.01% | Add +12.9% | 54,959 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.4% | 53,410 | $2.5M |
| NEOS Investment Management LLC | 0.01% | Add +39.9% | 53,090 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.8% | 51,275 | $2.4M |
| Fideuram Asset Management (Ireland) dac | 0.29% | Add +437.8% | 39,278 | $2.2M |
| Toronto Dominion Bank | 0.00% | Reduce -48.0% | 47,289 | $2.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.02% | Add +151.3% | 47,000 | $2.2M |
| Capital Fund Management S.A. | 0.02% | Add +80.8% | 46,051 | $2.1M |
| Leibman Financial Services, Inc. | 1.53% | Reduce -8.7% | 45,031 | $2.1M |
| XTX Topco Ltd | 0.04% | New | 44,573 | $2.1M |
| Public Sector Pension Investment Board | 0.01% | Add +11.7% | 44,270 | $2.1M |
| Metis Global Partners, LLC | 0.05% | Reduce -32.8% | 43,782 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +178.8% | 43,738 | $2.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +709.2% | 43,529 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 43,200 | $2.0M |
| Vident Advisory, LLC | 0.02% | Add +42.2% | 43,107 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -16.8% | 43,089 | $2.0M |
| FIL Ltd | 0.00% | Add +13.4% | 42,873 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 42,708 | $2.0M |
| Czech National Bank | 0.01% | Add +3.6% | 42,478 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.8% | 41,109 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Add +16.2% | 40,841 | $1.9M |
| State of Michigan Retirement System | 0.01% | No change | 40,718 | $1.9M |
| Twinbeech Capital LP | 0.20% | New | 40,670 | $1.9M |
| QVIDTVM Management LLC | 2.28% | No change | 40,000 | $1.9M |
| Inspire Investing, LLC | 0.11% | Add +73.6% | 39,234 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.9% | 46,206 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +164.6% | 38,665 | $1.8M |
| Commerzbank Aktiengesellschaft | 0.04% | Reduce -52.9% | 38,168 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +81.1% | 38,096 | $1.8M |
| Credit Agricole S A | 0.01% | Reduce -24.8% | 38,003 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +11.1% | 37,677 | $1.7M |
| Tredje AP-fonden | 0.01% | Reduce -88.1% | 37,126 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +70.2% | 37,115 | $1.7M |
| Vinva Investment Management Ltd | 0.02% | New | 25,344 | $1.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.01% | Reduce -6.7% | 36,069 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | New | 35,700 | $1.7M |
| CIBC Asset Management Inc | 0.00% | Reduce -4.9% | 35,361 | $1.6M |
| Paralel Advisors LLC | 0.07% | No change | 35,000 | $1.6M |
| Abundance Wealth Counselors | 0.23% | Add +64.6% | 34,958 | $1.6M |
| Stamos Capital Partners, L.P. | 0.25% | Add +11.4% | 34,904 | $1.6M |
| Natixis | 0.01% | Add +447.9% | 34,824 | $1.6M |
| Boothbay Fund Management, LLC | 0.04% | Add +681.3% | 34,753 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -38.7% | 34,200 | $1.6M |
| Taylor Frigon Capital Management LLC | 0.91% | Reduce -1.0% | 34,531 | $1.6M |
| Fox Run Management, L.L.C. | 0.27% | New | 33,443 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +136.5% | 32,498 | $1.5M |
| Washington Trust Advisors, Inc. | 0.12% | Reduce -37.8% | 32,383 | $1.5M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -52.4% | 32,223 | $1.5M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.05% | New | 32,102 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -0.1% | 31,904 | $1.5M |
| Vestcor Inc | 0.04% | Add +736.5% | 30,626 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +13.0% | 30,268 | $1.4M |
| Vanderbilt University | 0.26% | Reduce -31.7% | 29,972 | $1.4M |
| Mackenzie Financial Corp. | 0.00% | Add +375.9% | 29,868 | $1.4M |
| ProShare Advisors LLC | 0.00% | Reduce -17.8% | 29,664 | $1.4M |
| Jupiter Asset Management Ltd. | 0.01% | Reduce -6.8% | 29,635 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -4.4% | 29,153 | $1.4M |
| Penserra Capital Management LLC | 0.02% | Add +2.8% | 28,871 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.5% | 28,821 | $1.3M |
| Utah Retirement Systems | 0.01% | No change | 28,376 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | Add +8.2% | 28,365 | $1.3M |
| IFM Investors Pty Ltd | 0.01% | Reduce -47.0% | 28,219 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +38.1% | 27,780 | $1.3M |
| Engineers Gate Manager LP | 0.02% | New | 27,762 | $1.3M |
| Advocate Group LLC | 0.20% | Reduce -35.6% | 27,336 | $1.3M |
| TD Asset Management Inc | 0.00% | Reduce -43.5% | 26,866 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 25,873 | $1.2M |
| M&T Bank Corp | 0.00% | Add +20.0% | 25,846 | $1.2M |
| AIA Group Ltd | 0.02% | Reduce -7.8% | 25,407 | $1.2M |
| Motley Fool Wealth Management, LLC | 0.13% | Reduce -26.5% | 25,192 | $1.2M |
| Border to Coast Pensions Partnership Ltd | 0.02% | Reduce -66.7% | 25,000 | $1.2M |
| CM Management, LLC | 0.97% | Reduce -16.7% | 25,000 | $1.2M |
| Simplex Trading, LLC | 0.04% | New | 24,790 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -82.5% | 24,757 | $1.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -43.5% | 24,630 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.3% | 24,517 | $1.1M |
| Woodline Partners LP | 0.00% | Reduce -7.8% | 24,466 | $1.1M |
| HBW Advisory Services LLC | 0.11% | Add +24.9% | 23,332 | $1.1M |
| Tidal Investments LLC | 0.00% | New | 22,800 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +2852.0% | 22,701 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +216.4% | 22,561 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +27.9% | 22,355 | $1.0M |
| Presima Securities ULC | 0.57% | No change | 22,027 | $1.0M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.01% | Add +13.8% | 21,821 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | New | 20,997 | $975K |
| Pathstone Holdings, LLC | 0.00% | Add +16.5% | 20,794 | $973K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -10.1% | 20,643 | $958K |
| Mattson Financial Services, LLC | 0.23% | Add +1.8% | 20,372 | $946K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -47.1% | 20,024 | $930K |
| Group One Trading LLC | 0.03% | Reduce -16.7% | 19,687 | $914K |
| ADAR1 Capital Management, LLC | 0.05% | Add +19.6% | 19,500 | $905K |
| Quantbot Technologies LP | 0.04% | Reduce -81.5% | 19,403 | $901K |
| Telos Capital Management, Inc. | 0.09% | Reduce -1.9% | 19,131 | $888K |
| Pensionfund PDN | 0.50% | No change | 18,700 | $868K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -37.5% | 18,391 | $854K |
| Naples Global Advisors, LLC | 0.06% | Reduce -10.7% | 17,963 | $845K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -47.0% | 18,146 | $842K |
| Marshall Wace, LLP | 0.00% | Reduce -91.0% | 17,971 | $834K |
| United Capital Financial Advisors, LLC | 0.01% | Add +107.5% | 17,970 | $834K |
| Xponance LLC | 0.01% | Reduce -22.3% | 17,952 | $833K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.6% | 17,874 | $830K |
| Americana Partners, LLC | 0.02% | Add +42.2% | 17,186 | $798K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -40.8% | 16,795 | $797K |
| Chicago Capital, LLC | 0.02% | Add +43.0% | 17,139 | $796K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.7% | 16,559 | $769K |
| Truist Financial Corp. | 0.00% | Add +75.0% | 16,476 | $765K |
| Catalyst Funds Management Pty Ltd | 0.12% | New | 15,875 | $737K |
| Walleye Trading LLC | 0.01% | Add +437.1% | 15,679 | $728K |
| LMR Partners LLP | 0.01% | New | 15,566 | $723K |
| Atria Investments, Inc | 0.01% | Add +73.4% | 15,563 | $722K |
| Fifth Third Bancorp | 0.00% | Add +36.2% | 15,540 | $721K |
| Norinchukin Bank, The | 0.01% | Reduce -1.7% | 15,386 | $714K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -23.7% | 15,349 | $713K |
| Fairtree Asset Management (Pty) Ltd | 0.32% | No change | 15,147 | $703K |
| Redwood Investment Management, LLC | 0.08% | Add +6.2% | 14,615 | $678K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.7% | 14,320 | $665K |
| Investment Research Partners LLC | 0.27% | Add +22.4% | 14,309 | $664K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -18.1% | 14,240 | $661K |
| Cascade Investment Advisors, Inc. | 0.39% | Add +38.3% | 14,017 | $651K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 13,889 | $645K |
| ASR Vermogensbeheer N.V. | 0.01% | Add +1.4% | 13,679 | $635K |
| Brookwood Investment Group LLC | 0.08% | Reduce -1.4% | 13,611 | $632K |
| Caprock Group, LLC | 0.02% | Reduce -26.9% | 13,285 | $631K |
| Cambria Investment Management, L.P. | 0.03% | New | 13,307 | $618K |
| Jump Financial, LLC | 0.01% | Reduce -80.3% | 13,010 | $604K |
| Caption Management, LLC | 0.03% | Add +388.0% | 13,000 | $603K |
| Crawford Investment Counsel Inc. | 0.01% | Reduce -71.7% | 12,982 | $603K |
| Pacer Advisors, Inc. | 0.00% | Add +5.2% | 12,921 | $600K |
| Personal Cfo Solutions, LLC | 0.08% | New | 12,634 | $596K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +41.0% | 12,758 | $592K |
| HighTower Advisors, LLC | 0.00% | Add +26.8% | 12,400 | $576K |
| Havemeyer Place LP | 0.07% | New | 12,402 | $576K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 12,159 | $564K |
| Blackhawk Capital Partners, LLC | 0.20% | Add +91.6% | 11,885 | $552K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.8% | 11,861 | $551K |
| First Foundation Advisors | 0.02% | Reduce -0.1% | 11,432 | $531K |
| Thrivent Financial for Lutherans | 0.00% | Add +17.8% | 11,144 | $517K |
| Ninety One UK Ltd | 0.00% | New | 10,839 | $503K |
| Arkadios Wealth Advisors | 0.01% | Add +12.3% | 10,827 | $503K |
| Inceptionr LLC | 0.12% | New | 10,683 | $496K |
| Investors Research Corp | 0.09% | Add +0.6% | 10,669 | $495K |
| Chicago Partners Investment Group LLC | 0.01% | Add +34.3% | 10,572 | $493K |
| MAI Capital Management | 0.00% | Add +26.3% | 10,620 | $493K |
| AlphaCore Capital LLC | 0.01% | Reduce -6.6% | 10,220 | $482K |
| Access Investment Management LLC | 0.13% | Reduce -5.6% | 10,200 | $473K |
| Oppenheimer & Co. Inc. | 0.01% | New | 10,100 | $469K |
| DRW Securities, LLC | 0.03% | Add +96.6% | 10,099 | $469K |
| Ethic Inc. | 0.01% | Reduce -26.8% | 10,071 | $467K |
| HRT Financial LP | 0.00% | New | 9,983 | $463K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -18.0% | 9,890 | $459K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -84.4% | 9,682 | $449K |
| Coldstream Capital Management Inc. | 0.01% | Add +67.0% | 9,560 | $444K |
| Pathway Financial Advisers, LLC | 0.13% | Reduce -16.3% | 9,536 | $443K |
| HB Wealth Management, LLC | 0.00% | Add +95.6% | 9,471 | $440K |
| Mizuho Securities USA LLC | 0.01% | Reduce -16.8% | 9,429 | $438K |
| Foundations Investment Advisors, LLC | 0.01% | Add +18.6% | 9,402 | $436K |
| Oakum Bay Capital LLC | 0.23% | Reduce -52.3% | 9,345 | $434K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -34.4% | 10,032 | $434K |
| GAMMA Investing LLC | 0.02% | Add +245.7% | 9,331 | $433K |
| Legacy Capital Group California, Inc. | 0.16% | Reduce -25.1% | 8,811 | $409K |
| Pensionfund Sabic | 0.49% | No change | 8,750 | $406K |
| Hartford Investment Management Co. | 0.01% | Reduce -2.8% | 8,700 | $404K |
| Brown Financial Advisors | 0.15% | Reduce -4.7% | 8,660 | $402K |
| DNB Asset Management AS | 0.00% | Reduce -90.3% | 8,656 | $402K |
| Brighton Jones LLC | 0.01% | New | 8,570 | $398K |
| Kera Capital Partners, Inc. | 0.05% | Add +9.3% | 8,478 | $394K |
| Farther Finance Advisors, LLC | 0.00% | Add +638.4% | 9,067 | $393K |
| Equitable Holdings, Inc. | 0.00% | Add +27.3% | 7,864 | $385K |
| Syon Capital LLC | 0.02% | Add +66.2% | 8,134 | $378K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,096 | $376K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -26.3% | 8,085 | $375K |
| DoubleLine ETF Adviser LP | 0.14% | Reduce -19.4% | 8,042 | $373K |
| Rockefeller Capital Management L.P. | 0.00% | Add +72.3% | 8,027 | $373K |
| KBC Group NV | 0.00% | Reduce -66.6% | 7,988 | $371K |
| Louisiana State Employees Retirement System | 0.01% | No change | 7,900 | $367K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,752 | $360K |
| Pasadena Private Wealth, LLC | 0.05% | Reduce -11.8% | 7,330 | $340K |
| Arax Advisory Partners | 0.01% | Add +200.6% | 7,223 | $335K |
| Glenmede Trust Co. NA | 0.00% | New | 7,209 | $335K |
| New Mexico Educational Retirement Board | 0.01% | No change | 7,200 | $334K |
| Squarepoint Ops LLC | 0.00% | Reduce -87.9% | 7,185 | $334K |
| Blue Sparrow, LLC | 0.01% | New | 7,020 | $326K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.0% | 6,842 | $318K |
| Copley Financial Group, Inc. | 0.19% | Reduce -4.9% | 6,756 | $314K |
| Jones Financial Companies LLLP | 0.00% | Add +38.5% | 6,805 | $313K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -53.9% | 7,200 | $312K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +207.5% | 6,681 | $310K |
| Orographic Financial Advisors, LLC | 0.22% | — | 6,526 | $307K |
| Capital International Sarl | 0.01% | Add +0.3% | 6,613 | $307K |
| Abel Hall, LLC | 0.07% | Add +22.8% | 6,605 | $307K |
| Evolve Private Wealth, LLC | 0.02% | New | 6,393 | $297K |
| MUFG Securities EMEA plc | 0.00% | No change | 6,389 | $297K |
| Harvest Portfolios Group Inc. | 0.00% | Reduce -35.5% | 6,382 | $296K |
| Calamos Wealth Management LLC | 0.01% | New | 6,298 | $292K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,253 | $290K |
| Virtus Advisers, LLC | 0.14% | No change | 6,228 | $289K |
| US Bancorp \de | 0.00% | Add +8.9% | 6,187 | $287K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +4.3% | 6,149 | $285K |
| Storebrand Asset Management As | 0.00% | Reduce -63.2% | 5,987 | $278K |
| D.A. Davidson & Co. | 0.00% | New | 5,970 | $277K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +6.5% | 5,965 | $277K |
| Commerce Bank | 0.00% | New | 5,903 | $274K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 5,832 | $271K |
| Gsa Capital Partners LLP | 0.02% | Reduce -69.9% | 5,807 | $270K |
| MML Investors Services, LLC | 0.00% | New | 5,815 | $270K |
| Baker Avenue Asset Management, LP | 0.01% | New | 5,795 | $269K |
| Sterling Capital Management LLC | 0.01% | Reduce -43.4% | 5,755 | $267K |
| Plan A Wealth LLC | 0.13% | Add +32.8% | 5,719 | $265K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 5,540 | $257K |
| Invested Advisors | 0.26% | Add +15.0% | 5,538 | $257K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +11.3% | 5,503 | $255K |
| &partners | 0.00% | Add +15.2% | 5,293 | $255K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 5,481 | $254K |
| Park Avenue Securities LLC | 0.00% | New | 5,408 | $251K |
| NewEdge Advisors, LLC | 0.00% | Add +6842.9% | 5,346 | $248K |
| LDR Capital Management LLC | 0.48% | New | 5,336 | $248K |
| Brown Brothers Harriman & Co. | 0.00% | Add +831.5% | 5,291 | $246K |
| Jane Street Group, LLC | 0.00% | Reduce -90.3% | 5,281 | $245K |
| Nomura Holdings Inc. | 0.00% | Reduce -28.8% | 5,087 | $236K |
| Bull Harbor Capital LLC | 0.06% | — | 5,067 | $235K |
| TCW Group Inc. | 0.00% | Add +8.7% | 5,064 | $235K |
| Quarry LP | 0.05% | Add +410.6% | 5,060 | $235K |
| GTS Securities LLC | 0.01% | New | 5,037 | $234K |
| North Dakota State Investment Board | 0.01% | Reduce -15.0% | 5,014 | $233K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +0.4% | 4,990 | $232K |
| Two Sigma Securities, LLC | 0.03% | New | 4,847 | $225K |
| International Assets Investment Management, LLC | 0.02% | Reduce -4.0% | 5,120 | $222K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,772 | $222K |
| Patton Fund Management, Inc. | 0.04% | No change | 4,702 | $218K |
| Brooklyn Investment Group | 0.01% | New | 4,643 | $216K |
| Alps Advisors Inc. | 0.00% | Reduce -2.4% | 4,579 | $213K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.7% | 4,567 | $212K |
| National Philanthropic Trust | 0.00% | Reduce -1.1% | 4,542 | $211K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.01% | No change | 4,514 | $210K |
| Allworth Financial LP | 0.00% | Add +74.9% | 4,481 | $208K |
| Certuity, LLC | 0.01% | New | 4,475 | $208K |
| Roman Butler Fullerton & Co. | 0.06% | Add +1.9% | 4,630 | $208K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,680 | $202K |
| CFC Planning Co LLC | 0.14% | New | 4,329 | $201K |
| Mufg Securities Americas Inc. | 0.01% | Add +3.0% | 4,316 | $200K |
| Securian Asset Management, Inc. | 0.01% | No change | 4,153 | $193K |
| Quent Capital, LLC | 0.01% | Add +548.6% | 4,086 | $190K |
| Parallel Advisors, LLC | 0.00% | Add +65.2% | 4,078 | $189K |
| Rothschild Investment LLC | 0.01% | Add +1406.7% | 4,023 | $187K |
| Ofi Invest Asset Management | 0.00% | Reduce -15.6% | 3,740 | $151K |
| Versant Capital Management, Inc | 0.01% | Add +247.6% | 3,215 | $149K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 3,055 | $142K |
| Spirit of America Management Corp. | 0.03% | No change | 3,000 | $139K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.9% | 2,857 | $133K |
| Tema ETFs LLC | 0.01% | Add +0.5% | 2,770 | $129K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +165.0% | 2,722 | $126K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.3% | 2,713 | $126K |
| Horizon Investments, LLC | 0.00% | Add +6.5% | 2,618 | $122K |
| Bessemer Group Inc. | 0.00% | Add +199.3% | 2,553 | $118K |
| Signaturefd, LLC | 0.00% | Add +1.7% | 2,496 | $116K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.8% | 2,353 | $109K |
| Huntington National Bank | 0.00% | Add +19.5% | 2,287 | $106K |
| Generali Asset Management SPA SGR | 0.00% | Add +0.1% | 2,225 | $103K |
| Chilton Capital Management LLC | 0.00% | Reduce -46.9% | 1,952 | $91K |
| CX Institutional | 0.00% | Add +217.3% | 1,942 | $90K |
| Covestor Ltd | 0.06% | Add +12.6% | 1,923 | $89K |
| Canada Post Corp Registered Pension Plan | 0.00% | No change | 1,899 | $88K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -50.8% | 1,862 | $86K |
| Elevation Wealth Partners, LLC | 0.03% | Add +29.3% | 1,739 | $81K |
| Cetera Trust Company, N.A | 0.04% | Add +415.4% | 1,675 | $78K |
| Employees Retirement System of Texas | 0.00% | New | 1,640 | $76K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.0% | 1,480 | $69K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,453 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -62.0% | 1,184 | $55K |
| Truvestments Capital LLC | 0.01% | Reduce -19.1% | 1,155 | $54K |
| SJS Investment Consulting Inc. | 0.01% | Add +38.7% | 1,150 | $53K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +88.9% | 1,018 | $47K |
| Advisory Services Network, LLC | 0.00% | New | 1,001 | $46K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | Reduce -95.3% | 1,000 | $46K |
| Assetmark, Inc. | 0.00% | Reduce -96.8% | 922 | $43K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -22.2% | 860 | $40K |
| UMB Bank, n.a. | 0.00% | Reduce -18.3% | 828 | $38K |
| Danske Bank A/S | 0.00% | Reduce -99.0% | 800 | $37K |
| Anchor Investment Management, LLC | 0.00% | Add +1.1% | 757 | $35K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 750 | $35K |
| Hilltop National Bank | 0.01% | No change | 749 | $35K |
| Larson Financial Group LLC | 0.00% | Add +98.9% | 724 | $34K |
| Los Angeles Capital Management LLC | 0.00% | New | 722 | $34K |
| TD Private Client Wealth LLC | 0.00% | Reduce -28.1% | 697 | $32K |
| Whittier Trust Co. | 0.00% | No change | 743 | $32K |
| Quadrant Capital Group LLC | 0.00% | Add +21.7% | 656 | $30K |
| Zions Bancorporation, National Association | 0.00% | Reduce -76.2% | 655 | $30K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.4% | 654 | $30K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +3723.5% | 650 | $30K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 646 | $30K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +101.6% | 619 | $29K |
| Mather Group, Llc. | 0.00% | New | 610 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +30.1% | 554 | $26K |
| Addison Advisors LLC | 0.01% | Add +2200.0% | 552 | $26K |
| True Wealth Design, LLC | 0.01% | Add +465.6% | 526 | $24K |
| Global X Japan Co., Ltd. | 0.00% | Add +26.8% | 473 | $22K |
| Rossby Financial, LCC | 0.00% | Add +27.9% | 477 | $21K |
| IFP Advisors, Inc | 0.00% | Reduce -55.8% | 440 | $20K |
| MidFirst Bank | 0.00% | Reduce -86.7% | 424 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +38.8% | 404 | $19K |
| CYBER HORNET ETFs LLC | 0.01% | Reduce -6.2% | 427 | $19K |
| American National Bank & Trust | 0.00% | No change | 395 | $18K |
| Prosperity Bancshares Inc | 0.01% | No change | 375 | $17K |
| Cromwell Holdings LLC | 0.01% | Add +66.2% | 364 | $17K |
| Ancora Advisors LLC | 0.00% | Add +40.9% | 365 | $17K |
| Bogart Wealth, LLC | 0.00% | Add +2364.3% | 345 | $16K |
| Tsfg, LLC | 0.00% | No change | 319 | $15K |
| LM Advisors LLC | 0.08% | Reduce -29.3% | 695 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +105.2% | 316 | $15K |
| Sachetta, LLC | 0.01% | Add +311.9% | 276 | $13K |
| Essential Partners LLC | 0.00% | Add +400.0% | 275 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +16.4% | 270 | $13K |
| CVA Family Office, LLC | 0.00% | Add +12.5% | 270 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -3.4% | 260 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.6% | 237 | $11K |
| MV Capital Management, Inc. | 0.00% | Add +510.8% | 226 | $10K |
| Clearstead Trust, LLC | 0.00% | Add +172.2% | 215 | $10K |
| Sherman Asset Management, Inc. | 0.01% | Reduce -73.6% | 202 | $9K |
| Orion Capital Management LLC | 0.00% | Reduce -74.4% | 200 | $9K |
| Eastern Bank | 0.00% | No change | 200 | $9K |
| HM Payson & Co. | 0.00% | Reduce -33.3% | 200 | $9K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 181 | $8K |
| Core Alternative Capital | 0.00% | No change | 175 | $8K |
| Wiser Advisor Group LLC | 0.01% | Add +1.2% | 168 | $8K |
| Manchester Capital Management LLC | 0.00% | Add +41.7% | 153 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Add +590.9% | 152 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +735.0% | 167 | $7K |
| Smithfield Trust Co | 0.00% | No change | 150 | $7K |
| GW&K Investment Management, LLC | 0.00% | Reduce -25.7% | 150 | $7K |
| Clearstead Advisors, LLC | 0.00% | Reduce -70.9% | 150 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -25.7% | 159 | $7K |
| Bayforest Capital Ltd | 0.01% | New | 147 | $7K |
| Kilter Group LLC | 0.00% | Add +245.2% | 145 | $7K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 137 | $6K |
| Private Trust Co. NA | 0.00% | Add +4.7% | 133 | $6K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 120 | $6K |
| Root Financial Partners, LLC | 0.00% | Add +1188.9% | 116 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 108 | $5K |
| Blue Trust, Inc. | 0.00% | Add +1.9% | 108 | $5K |
| Signature Equity Partners, LLC | 0.00% | Add +1212.5% | 105 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +9800.0% | 99 | $5K |
| Heritage Wealth Advisors | 0.00% | No change | 100 | $5K |
| Stance Capital LLC | 0.00% | New | 99 | $5K |
| LRI Investments, LLC | 0.00% | New | 98 | $5K |
| Red Tortoise LLC | 0.00% | No change | 90 | $4K |
| NBT Bank, N.A. | 0.00% | Add +60.7% | 90 | $4K |
| Tidemark, LLC | 0.00% | Add +5.0% | 84 | $4K |
| Ascentis Independent Advisors | 0.00% | New | 84 | $4K |
| Spire Wealth Management | 0.00% | Reduce -15.8% | 80 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 76 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -55.9% | 75 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 66 | $3K |
| Avion Wealth | 0.00% | Reduce -7.5% | 86 | $3K |
| Sunbelt Securities, Inc. | 0.00% | New | 62 | $3K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 50 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $2K |
| Pacific Center for Financial Services | 0.00% | Reduce -48.5% | 50 | $2K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.00% | — | 46 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -68.4% | 42 | $2K |
| Westfuller Advisors, LLC | 0.00% | Add +485.7% | 41 | $2K |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 36 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 34 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -47.7% | 34 | $2K |
| High Note Wealth, LLC | 0.00% | New | 34 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 33 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 33 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | Add +24.0% | 31 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +28.0% | 32 | $1K |
| Princeton Global Asset Management LLC | 0.00% | No change | 29 | $1K |
| Clayton Financial Group LLC | 0.00% | Add +211.1% | 28 | $1K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -92.3% | 27 | $1K |
| Summit Securities Group LLC | 0.00% | Reduce -99.0% | 26 | $1K |
| Navigoe, LLC | 0.00% | Reduce -45.5% | 30 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 25 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -78.6% | 21 | $975 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 20 | $928 |
| Prestige Wealth Management Group LLC | 0.00% | New | 19 | $896 |
| Dunhill Financial, LLC | 0.00% | Reduce -5.3% | 18 | $870 |
| Millstone Evans Group, LLC | 0.00% | No change | 18 | $836 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 18 | $836 |
| Darwin Wealth Management, LLC | 0.00% | No change | 16 | $742 |
| SouthState Bank Corp | 0.00% | Add +50.0% | 15 | $697 |
| Nvwm, LLC | 0.00% | Add +200.0% | 15 | $696 |
| Private Wealth Management Group, LLC | 0.00% | New | 14 | $650 |
| Raffa Wealth Management, LLC | 0.00% | No change | 14 | $650 |
| Caldwell Trust Co | 0.00% | No change | 14 | $650 |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | No change | 12 | $557 |
| Principia Wealth Advisory, LLC | 0.00% | Add +100.0% | 12 | $557 |
| Financial Consulate, Inc. | 0.00% | New | 11 | $511 |
| TFC Financial Management, Inc. | 0.00% | New | 11 | $511 |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -94.1% | 12 | $494 |
| Rialto Wealth Management, LLC | 0.00% | No change | 10 | $465 |
| Destiny Wealth Partners, LLC | 0.00% | New | 10 | $464 |
| Creative Financial Designs Inc. | 0.00% | Add +100.0% | 10 | $464 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 9 | $418 |
| SHP Wealth Management | 0.00% | New | 9 | $418 |
| Raleigh Capital Management Inc. | 0.00% | No change | 9 | $409 |
| Napier Financial, LLC | 0.00% | New | 8 | $371 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -12.5% | 7 | $325 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 6 | $283 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -72.2% | 5 | $219 |
| Westside Investment Management, Inc. | 0.00% | No change | 4 | $186 |
| Trust Co | 0.00% | No change | 4 | $186 |
| Key Financial Inc | 0.00% | No change | 3 | $139 |
| Synergy Investment Management, LLC | 0.00% | New | 3 | $139 |
| 3 Factor Indexing, LLC | 0.00% | — | 2 | $93 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $93 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is ARE's weight in each manager's 13F, not the share of Alexandria Real Estate Equit the manager owns.