Ares Management Corp. Class AARES
13F holders, Q1 2024 (March 31)606holders
6famous investors
$132.92avg. 13F price*
At the end of Q1 2024, 606 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings. The largest holders were Wellington Management Group LLP ($2.3B), Vanguard Group Inc. ($2.2B) and Sumitomo Mitsui Financial Group, Inc. ($1.8B). 6 famous investors held it, including Lee Ainslie (0.5% of Maverick Capital's portfolio), Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ares Management Corp. Class A
- Sector
- Finance
- CUSIP
- 03990B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $804.9M |
| Exits | 48 | $60.3M |
Ownership 606 holders
| Wellington Management Group LLP | 0.41% | Add +10.6% | 17,541,062 | $2.3B |
| Vanguard Group Inc. | 0.04% | Add +1.3% | 16,599,345 | $2.2B |
| Sumitomo Mitsui Financial Group, Inc. | 55.13% | No change | 13,364,740 | $1.8B |
| BlackRock Inc. | 0.04% | Add +3.5% | 12,247,909 | $1.6B |
| Capital World Investors | 0.24% | No change | 11,075,711 | $1.5B |
| FMR LLC | 0.06% | Add +0.8% | 7,016,766 | $933.1M |
| Capital International Investors | 0.15% | No change | 5,569,707 | $740.7M |
| T. Rowe Price Associates Inc. | 0.06% | Reduce -3.7% | 3,961,843 | $526.8M |
| Franklin Resources Inc. | 0.16% | Reduce -3.3% | 3,744,059 | $497.9M |
| State Street Corp. | 0.02% | Add +4.7% | 3,494,838 | $464.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.6% | 3,365,885 | $447.6M |
| Massachusetts Financial Services Co. | 0.13% | New | 3,190,461 | $424.3M |
| Geode Capital Management, LLC | 0.03% | Add +4.9% | 2,592,416 | $344.2M |
| Bank of America Corp. | 0.03% | Reduce -1.0% | 2,535,953 | $337.2M |
| Norges Bank | 0.05% | Add +26.5% | 2,186,340 | $290.7M |
| Boston Partners | 0.31% | Reduce -32.5% | 1,959,840 | $260.6M |
| CIBC Private Wealth Group LLC | 0.49% | Reduce -0.7% | 1,885,435 | $249.6M |
| American Century Companies Inc. | 0.16% | Reduce -1.9% | 1,862,927 | $247.7M |
| Morgan Stanley | 0.02% | Add +6.4% | 1,789,283 | $237.9M |
| Canada Pension Plan Investment Board | 0.25% | Reduce -0.5% | 1,774,026 | $235.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -13.8% | 1,627,441 | $216.4M |
| Invesco Ltd. | 0.05% | Reduce -1.8% | 1,610,051 | $214.1M |
| Principal Financial Group Inc. | 0.12% | Reduce -0.0% | 1,567,512 | $208.4M |
| HMI Capital Management, L.P. | 7.09% | Reduce -19.7% | 1,449,149 | $192.7M |
| Vulcan Value Partners, LLC | 2.62% | Reduce -12.6% | 1,357,069 | $180.4M |
| Corient Private Wealth LP | 0.29% | Reduce -1.3% | 1,237,370 | $164.5M |
| Hamlin Capital Management, LLC | 4.60% | Reduce -12.1% | 1,170,184 | $155.6M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -17.4% | 1,059,467 | $140.9M |
| Eagle Asset Management Inc. | 0.69% | New | 1,027,113 | $136.0M |
| Northern Trust Corp. | 0.02% | Add +7.3% | 923,347 | $122.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -13.3% | 889,672 | $118.3M |
| Peregrine Capital Management LLC | 3.20% | Reduce -1.6% | 839,034 | $111.6M |
| Janus Henderson Group PLC | 0.06% | Add +19.3% | 834,615 | $111.0M |
| Legal & General Group Plc | 0.03% | Add +63.3% | 731,621 | $97.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.0% | 700,845 | $93.2M |
| Westfield Capital Management Co. LP | 0.45% | Reduce -1.5% | 649,344 | $86.3M |
| Quilter Plc | 2.02% | Reduce -2.7% | 641,088 | $85.3M |
| Perpetual Ltd | 0.83% | Reduce -6.5% | 634,879 | $84.4M |
| Federated Hermes, Inc. | 0.19% | No change | 625,000 | $83.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.7% | 612,356 | $81.4M |
| Truist Financial Corp. | 0.12% | Reduce -6.1% | 605,839 | $80.6M |
| Qube Research & Technologies Ltd | 0.14% | Add +449.5% | 573,232 | $76.2M |
| Neuberger Berman Group LLC | 0.06% | Add +11.5% | 567,680 | $75.5M |
| UBS Group AG | 0.02% | Add +22.4% | 470,553 | $62.6M |
| Junto Capital Management LP | 1.32% | Reduce -15.9% | 449,316 | $59.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.0% | 446,100 | $59.3M |
| Barclays PLC | 0.03% | Reduce -3.3% | 430,579 | $57.3M |
| Keystone Investors Pte Ltd. | 4.87% | Reduce -54.9% | 421,325 | $56.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +17.7% | 397,285 | $52.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.8% | 395,861 | $52.6M |
| Raymond James & Associates | 0.03% | Reduce -9.2% | 366,121 | $48.7M |
| 1832 Asset Management L.P. | 0.09% | Reduce -29.2% | 358,711 | $47.7M |
| FIL Ltd | 0.05% | Reduce -18.8% | 344,644 | $45.8M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.66% | Reduce -3.7% | 344,255 | $45.8M |
| Amundi | 0.02% | Add +307.0% | 330,712 | $43.2M |
| Royal Bank of Canada | 0.01% | Reduce -7.0% | 315,082 | $41.9M |
| Wells Fargo & Company | 0.01% | Reduce -14.7% | 305,149 | $40.6M |
| California Public Employees Retirement System | 0.03% | Add +0.5% | 302,291 | $40.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -67.1% | 288,495 | $38.4M |
| Cat Rock Capital Management LP | 4.29% | Reduce -11.6% | 282,000 | $37.5M |
| New York State Common Retirement Fund | 0.05% | Reduce -35.8% | 271,886 | $36.2M |
| Macquarie Group Ltd. | 0.04% | Reduce -4.0% | 270,191 | $35.9M |
| Credit Suisse AG/ | 0.03% | Reduce -3.9% | 262,728 | $34.9M |
| National Pension Service | 0.04% | Reduce -2.1% | 240,900 | $32.0M |
| Citadel Advisors | 0.03% | Add +38816.8% | 238,171 | $31.7M |
| California State Teachers Retirement System | 0.04% | Add +0.1% | 235,948 | $31.4M |
| Deutsche Bank AG | 0.01% | Reduce -13.6% | 231,555 | $30.8M |
| Samlyn Capital, LLC | 0.53% | New | 231,110 | $30.7M |
| Lord, Abbett & Co. LLC | 0.10% | Reduce -59.6% | 230,220 | $30.6M |
| Rhumbline Advisers | 0.03% | Add +1.9% | 223,020 | $29.7M |
| Tudor Investment Corporation | 0.36% | Add +93.2% | 222,266 | $29.6M |
| Millennium Management | 0.02% | Add +58.1% | 211,292 | $28.1M |
| Royce & Associates LP | 0.25% | Reduce -26.1% | 207,436 | $27.6M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -18.1% | 205,942 | $27.4M |
| National Bank of Canada | 0.05% | Reduce -0.3% | 192,419 | $27.4M |
| Twinbeech Capital LP | 0.56% | Add +455.8% | 204,717 | $27.2M |
| Segall Bryant & Hamill, LLC | 0.50% | Reduce -17.9% | 201,789 | $26.8M |
| D. E. Shaw & Co. | 0.04% | Reduce -28.4% | 199,893 | $26.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.32% | Reduce -0.1% | 196,165 | $26.1M |
| Partners Group Holding AG | 2.34% | Reduce -6.9% | 193,602 | $25.7M |
| Oribel Capital Management, LP | 2.90% | New | 190,300 | $25.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -8.6% | 181,758 | $24.2M |
| Maverick Capital | 0.45% | New | 174,739 | $23.2M |
| Angeles Wealth Management, LLC | 2.31% | Add +20.2% | 173,339 | $23.1M |
| Korea Investment CORP | 0.05% | Add +48.3% | 160,972 | $21.4M |
| Vaughan Nelson Investment Management, L.P. | 0.18% | Reduce -2.0% | 154,587 | $20.6M |
| Northern Right Capital Management, L.P. | 7.20% | Reduce -14.3% | 149,884 | $19.9M |
| First Trust Advisors LP | 0.02% | Reduce -13.1% | 145,518 | $19.4M |
| Stifel Financial Corp. | 0.02% | Add +34.7% | 126,074 | $16.8M |
| M&G PLC | 0.12% | — | 125,137 | $16.6M |
| Gradient Investments LLC | 0.38% | Reduce -11.2% | 122,188 | $16.2M |
| Candriam S.C.A. | 0.10% | Add +71.8% | 121,873 | $16.2M |
| Dearborn Partners LLC | 0.69% | Reduce -29.4% | 120,209 | $16.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.6% | 117,134 | $15.6M |
| DNB Asset Management AS | 0.08% | Add +1.5% | 113,404 | $15.1M |
| Incline Global Management LLC | 4.73% | Reduce -19.9% | 111,963 | $14.9M |
| Royal London Asset Management Ltd. | 0.04% | Add +126.8% | 110,760 | $14.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.0% | 110,691 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -4.6% | 109,428 | $14.6M |
| Voya Investment Management LLC | 0.02% | Add +0.3% | 109,294 | $14.5M |
| State of Wisconsin Investment Board | 0.04% | Reduce -5.4% | 103,159 | $13.7M |
| Fred Alger Management, LLC | 0.07% | Reduce -41.4% | 102,773 | $13.7M |
| Assenagon Asset Management S.A. | 0.04% | New | 100,621 | $13.4M |
| Ghisallo Capital Management LLC | 1.68% | New | 100,000 | $13.3M |
| Brown Advisory Inc. | 0.02% | Add +5.7% | 99,122 | $13.2M |
| Kennedy Capital Management LLC | 0.27% | Add +1.5% | 97,695 | $13.0M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +2.2% | 95,398 | $12.7M |
| Ensign Peak Advisors, Inc | 0.02% | Add +32.4% | 94,038 | $12.5M |
| Engineers Gate Manager LP | 0.33% | Add +1336.4% | 92,851 | $12.3M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +1.6% | 92,681 | $12.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +26.7% | 91,417 | $12.2M |
| Overbrook Management Corp | 3.27% | Reduce -31.6% | 91,317 | $12.1M |
| Grandeur Peak Global Advisors, LLC | 0.94% | Reduce -9.4% | 89,107 | $11.8M |
| Schonfeld Strategic Advisors LLC | 0.09% | Reduce -59.4% | 87,131 | $11.6M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -10.6% | 85,054 | $11.3M |
| Hilton Capital Management, LLC | 1.01% | Add +5.7% | 84,739 | $11.3M |
| Aviva PLC | 0.04% | Add +81.5% | 84,171 | $11.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -2.8% | 83,482 | $11.1M |
| Marshall Wace, LLP | 0.02% | Add +59.3% | 83,404 | $11.1M |
| Cetera Investment Advisers | 0.03% | Add +45.9% | 82,717 | $11.0M |
| BNP Paribas Financial Markets | 0.01% | Add +26.2% | 79,639 | $10.6M |
| Hudson Bay Capital Management LP | 0.10% | New | 77,500 | $10.3M |
| Benjamin F. Edwards & Company, Inc. | 0.19% | Reduce -22.7% | 77,192 | $10.3M |
| Capstone Investment Advisors, LLC | 0.35% | New | 76,189 | $10.1M |
| HSBC Holdings PLC | 0.01% | Add +90.0% | 76,055 | $10.1M |
| RDST Capital LLC | 2.51% | Reduce -26.6% | 75,895 | $10.1M |
| Treasurer of the State of North Carolina | 0.04% | Add +3.0% | 74,658 | $9.9M |
| ExodusPoint Capital Management, LP | 0.12% | New | 72,548 | $9.6M |
| Nicholas Investment Partners, LP | 1.09% | Reduce -15.2% | 72,500 | $9.6M |
| Stephens Inc. | 0.14% | Add +1.3% | 70,005 | $9.3M |
| Storebrand Asset Management As | 0.03% | Add +2.6% | 69,429 | $9.2M |
| Beck Mack & Oliver LLC | 0.19% | Add +0.4% | 69,295 | $9.2M |
| Polar Capital Holdings Plc | 0.05% | Reduce -0.5% | 68,467 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -75.0% | 67,412 | $8.9M |
| Danske Bank A/S | 0.03% | — | 67,053 | $8.9M |
| Capital Investment Counsel, LLC | 1.90% | Add +55.1% | 66,540 | $8.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +2.1% | 65,325 | $8.7M |
| Blair William & Co. | 0.03% | Add +9.6% | 65,144 | $8.7M |
| Jane Street Group, LLC | 0.01% | Add +32.3% | 64,363 | $8.6M |
| Prana Capital Management, LP | 0.38% | Reduce -14.1% | 63,088 | $8.4M |
| Cumberland Partners Ltd | 0.61% | Reduce -13.7% | 62,665 | $8.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -31.7% | 62,465 | $8.3M |
| Pictet Asset Management Holding SA | 0.01% | Add +4.2% | 61,415 | $8.2M |
| Renaissance Technologies | 0.01% | New | 61,100 | $8.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -24.6% | 96,895 | $8.1M |
| Asset Management One Co., Ltd. | 0.03% | Add +3.0% | 60,643 | $8.1M |
| Townsquare Capital LLC | 0.12% | Reduce -20.0% | 59,840 | $8.0M |
| Edgestream Partners, L.P. | 0.39% | Add +108.5% | 59,025 | $7.8M |
| Aberdeen Group plc | 0.02% | Add +2906.7% | 58,511 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +29.1% | 57,711 | $7.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -7.9% | 56,788 | $7.6M |
| Verition Fund Management LLC | 0.08% | New | 56,525 | $7.5M |
| LPL Financial LLC | 0.00% | Add +2.5% | 54,684 | $7.3M |
| Pinebridge Investments, L.P. | 0.06% | New | 54,263 | $7.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 53,952 | $7.2M |
| Triasima Portfolio Management inc. | 0.60% | Reduce -19.8% | 53,711 | $7.1M |
| Squarepoint Ops LLC | 0.03% | Add +22.7% | 52,499 | $7.0M |
| Bank of Nova Scotia | 0.01% | Add +549.8% | 51,124 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -8.7% | 50,995 | $6.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Add +14.4% | 50,800 | $6.8M |
| SVB Wealth LLC | 0.15% | New | 50,757 | $6.7M |
| Coastal Bridge Advisors, LLC | 1.54% | Reduce -0.4% | 50,400 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -19.8% | 49,505 | $6.6M |
| Lake Street Advisors Group, LLC | 0.30% | Reduce -2.1% | 48,950 | $6.5M |
| Citigroup Inc. | 0.01% | Add +10.4% | 48,869 | $6.5M |
| Sei Investments Co. | 0.01% | Reduce -18.9% | 47,436 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +3.6% | 47,297 | $6.3M |
| Comerica Bank | 0.03% | Reduce -2.6% | 47,233 | $6.3M |
| Capital International, Inc. | 0.08% | No change | 47,140 | $6.3M |
| Boothbay Fund Management, LLC | 0.19% | New | 46,204 | $6.1M |
| Arizona State Retirement System | 0.04% | Add +2.4% | 45,941 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +23.4% | 45,754 | $6.1M |
| Capital Research Global Investors | 0.00% | No change | 45,670 | $6.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +41.7% | 45,821 | $6.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +5.8% | 44,145 | $5.8M |
| STRS Ohio | 0.02% | Reduce -25.5% | 43,802 | $5.8M |
| Jackson Wealth Management, LLC | 0.73% | Add +0.6% | 43,761 | $5.8M |
| MML Investors Services, LLC | 0.02% | Reduce -10.9% | 42,323 | $5.6M |
| Hohimer Wealth Management, LLC | 1.25% | Reduce -2.7% | 40,223 | $5.3M |
| Wealth High Governance Capital Ltda | 1.19% | New | 40,000 | $5.3M |
| Forsta Ap-Fonden | 0.04% | Add +20.4% | 39,000 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -11.1% | 38,708 | $5.1M |
| Prosperity Consulting Group, LLC | 0.64% | New | 38,549 | $5.1M |
| River Road Asset Management, LLC | 0.07% | Reduce -26.6% | 38,274 | $5.1M |
| Bank of Montreal | 0.00% | Add +33.0% | 36,600 | $4.9M |
| Handelsbanken Fonder AB | 0.02% | Add +16.4% | 36,400 | $4.8M |
| USS Investment Management Ltd | 0.04% | New | 35,466 | $4.7M |
| Steward Partners Investment Solutions, LLC | 0.79% | New | 35,163 | $4.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +1.9% | 35,145 | $4.7M |
| Omnia Family Wealth, LLC | 2.18% | No change | 35,000 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.9% | 34,547 | $4.6M |
| Empowered Funds, LLC | 0.08% | Add +18.0% | 34,267 | $4.6M |
| IFM Investors Pty Ltd | 0.05% | Add +5.3% | 33,115 | $4.4M |
| Chase Investment Counsel Corp. | 1.62% | Add +0.3% | 32,668 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -10.1% | 32,438 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -12.9% | 31,887 | $4.2M |
| EFG Asset Management (North America) Corp. | 0.73% | Reduce -30.1% | 31,606 | $4.2M |
| Magnetar Financial LLC | 0.11% | New | 31,040 | $4.1M |
| Painted Porch Advisors LLC | 2.49% | New | 30,597 | $4.1M |
| Xponance LLC | 0.04% | Add +36.0% | 30,333 | $4.0M |
| NewEdge Advisors, LLC | 0.03% | Add +4.2% | 29,891 | $4.0M |
| Pallas Capital Advisors LLC | 0.16% | Add +4.3% | 29,285 | $3.9M |
| Utah Retirement Systems | 0.05% | Add +2.5% | 29,000 | $3.9M |
| Running Point Capital Advisors, LLC | 1.70% | Add +134.9% | 28,622 | $3.8M |
| Alps Advisors Inc. | 0.03% | Reduce -7.7% | 28,615 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -56.1% | 27,282 | $3.6M |
| Richard Bernstein Advisors LLC | 0.08% | No change | 26,862 | $3.6M |
| Great Diamond Partners, LLC | 0.81% | Add +2.3% | 26,416 | $3.5M |
| Aquatic Capital Management LLC | 0.11% | Add +363.2% | 26,400 | $3.5M |
| Signet Financial Management, LLC | 0.48% | Add +2.1% | 26,218 | $3.5M |
| Seven Eight Capital, LP | 0.36% | New | 26,212 | $3.5M |
| Coastline Trust Co | 0.42% | Add +27.2% | 26,184 | $3.5M |
| FORA Capital, LLC | 0.28% | New | 25,822 | $3.4M |
| KBC Group NV | 0.01% | Reduce -6.9% | 25,587 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +7.4% | 25,495 | $3.4M |
| Man Group plc | 0.01% | Add +23.3% | 25,385 | $3.4M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -1.1% | 25,235 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -35.6% | 24,979 | $3.3M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 24,378 | $3.2M |
| Alliance Wealth Advisors, LLC | 0.96% | Reduce -16.2% | 24,243 | $3.2M |
| JPL Wealth Management, LLC | 1.76% | Add +15.6% | 23,975 | $3.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -1.3% | 23,728 | $3.2M |
| Public Sector Pension Investment Board | 0.02% | Add +3.6% | 22,579 | $3.0M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -9.4% | 22,536 | $3.0M |
| Advisory Research Inc. | 0.59% | Reduce -13.7% | 22,426 | $3.0M |
| LYNX Capital Group Ltd. | 2.01% | Reduce -29.5% | 22,423 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -15.9% | 21,873 | $2.9M |
| Sumitomo Life Insurance Co. | 0.07% | Reduce -2.2% | 21,606 | $2.9M |
| M&T Bank Corp | 0.01% | Add +18.3% | 20,517 | $2.7M |
| Leavell Investment Management, Inc. | 0.16% | No change | 20,390 | $2.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +32.5% | 20,345 | $2.7M |
| SYSTM Wealth Solutions LLC | 0.34% | Add +1.3% | 20,227 | $2.7M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | No change | 19,949 | $2.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +6.1% | 19,942 | $2.7M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -0.3% | 19,095 | $2.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +4.2% | 19,059 | $2.5M |
| Portland Investment Counsel Inc. | 0.76% | No change | 42,393 | $2.5M |
| Westpac Banking Corp. | 0.19% | Reduce -6.7% | 19,006 | $2.5M |
| First Manhattan Co. Llc. | 0.01% | No change | 17,545 | $2.3M |
| Creative Planning | 0.00% | Add +37.7% | 17,459 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +8.4% | 17,298 | $2.3M |
| EFG Asset Management (Americas) Corp. | 0.70% | Reduce -45.7% | 17,234 | $2.3M |
| Camarda Financial Advisors, LLC | 0.93% | Reduce -3.6% | 17,218 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.5% | 17,152 | $2.3M |
| Argent Trust Co | 0.10% | Add +5.6% | 16,991 | $2.3M |
| Andra AP-fonden | 0.04% | Reduce -72.2% | 16,800 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 16,748 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Reduce -6.7% | 16,705 | $2.2M |
| Jennison Associates LLC | 0.00% | No change | 16,636 | $2.2M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -13.4% | 16,542 | $2.2M |
| Tidal Investments LLC | 0.04% | Add +280.1% | 16,309 | $2.2M |
| Toronto Dominion Bank | 0.00% | Reduce -53.0% | 16,156 | $2.1M |
| CoreCap Advisors, LLC | 0.11% | Reduce -2.1% | 16,150 | $2.1M |
| Maltese Capital Management LLC | 0.42% | Add +222.0% | 16,100 | $2.1M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -0.6% | 16,074 | $2.1M |
| Quantbot Technologies LP | 0.12% | Add +127.7% | 15,868 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -9.9% | 15,672 | $2.1M |
| HRT Financial LP | 0.01% | New | 15,512 | $2.1M |
| Quantinno Capital Management LP | 0.04% | Reduce -11.7% | 15,345 | $2.0M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +7.1% | 15,262 | $2.0M |
| Hunting Hill Global Capital, LLC | 1.19% | Reduce -40.0% | 15,257 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 15,000 | $2.0M |
| RFG Advisory, LLC | 0.07% | Reduce -9.1% | 14,660 | $1.9M |
| Williamson Legacy Group, LLC | 1.50% | Add +3.7% | 14,586 | $1.9M |
| Prudential Financial Inc. | 0.00% | Add +197.7% | 14,324 | $1.9M |
| Harbor Advisors LLC | 0.34% | Add +75.0% | 14,000 | $1.9M |
| Northeast Financial Consultants Inc | 0.09% | No change | 13,995 | $1.9M |
| Point72 Europe (London) LLP | 0.17% | Reduce -65.9% | 13,909 | $1.8M |
| Institute for Wealth Management, LLC. | 0.24% | New | 13,801 | $1.8M |
| Ossiam | 0.03% | Add +58.4% | 13,776 | $1.8M |
| Morse Asset Management, Inc | 0.46% | Add +9.9% | 13,550 | $1.8M |
| Valeo Financial Advisors, LLC | 0.06% | Add +0.0% | 13,154 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.04% | Add +0.7% | 13,420 | $1.8M |
| DSM Capital Partners LLC | 0.02% | No change | 13,398 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Add +89.5% | 13,324 | $1.8M |
| Walleye Capital LLC | 0.02% | New | 13,079 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -10.8% | 13,050 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +13.8% | 12,492 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | No change | 12,704 | $1.7M |
| Heard Capital LLC | 0.10% | No change | 12,450 | $1.7M |
| Point72 Hong Kong Ltd | 0.08% | New | 12,427 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 12,172 | $1.6M |
| Access Financial Services, Inc. | 0.69% | Reduce -10.1% | 11,678 | $1.6M |
| AIA Group Ltd | 0.05% | Reduce -51.1% | 11,300 | $1.5M |
| Fiera Capital Corp | 0.00% | Reduce -97.7% | 11,269 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -54.5% | 11,165 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -54.5% | 11,165 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Add +4.7% | 11,128 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -40.9% | 11,042 | $1.5M |
| Genesee Capital Advisors, LLC | 0.77% | Reduce -0.5% | 10,608 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Reduce -6.0% | 10,219 | $1.4M |
| Natixis | 0.01% | Add +401.4% | 10,273 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +14.2% | 10,237 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +2.6% | 10,166 | $1.4M |
| Point72 (DIFC) Ltd | 0.10% | — | 10,132 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +36.8% | 10,081 | $1.3M |
| Prelude Capital Management, LLC | 0.09% | Add +110.2% | 9,444 | $1.3M |
| Credit Agricole S A | 0.02% | Reduce -24.3% | 9,484 | $1.2M |
| National Philanthropic Trust | 0.03% | No change | 9,166 | $1.2M |
| SpiderRock Advisors, LLC | 0.04% | — | 9,334 | $1.2M |
| Intech Investment Management LLC | 0.02% | Reduce -71.4% | 8,908 | $1.2M |
| Affinity Wealth Management LLC | 0.22% | Add +0.3% | 8,810 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 8,655 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.0% | 8,488 | $1.1M |
| Ellsworth Advisors, LLC | 0.32% | Add +2.8% | 8,590 | $1.1M |
| Granite FO LLC | 0.66% | No change | 7,705 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +253.4% | 8,336 | $1.1M |
| Bfsg, LLC | 0.14% | Reduce -8.8% | 8,178 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.8% | 8,139 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.2% | 8,032 | $1.1M |
| Centiva Capital, LP | 0.06% | Add +164.9% | 7,915 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -28.6% | 7,863 | $1.0M |
| Walleye Trading LLC | 0.02% | New | 7,525 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -3.2% | 7,488 | $996K |
| Portside Wealth Group, LLC | 0.18% | Reduce -19.5% | 7,369 | $980K |
| Virtu Financial LLC | 0.07% | New | 7,326 | $974K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 7,282 | $968K |
| Laurion Capital Management LP | 0.03% | New | 7,272 | $967K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -22.4% | 7,097 | $944K |
| Teacher Retirement System of Texas | 0.01% | Reduce -5.7% | 7,069 | $940K |
| Cynosure Group, LLC | 0.17% | New | 7,065 | $940K |
| Rathbones Group PLC | 0.01% | Add +11.9% | 7,050 | $938K |
| Cibc World Markets Corp. | 0.01% | Add +50.4% | 6,838 | $909K |
| AlphaQuest LLC | 0.15% | New | 6,700 | $891K |
| Captrust Financial Advisors | 0.00% | Reduce -45.7% | 6,532 | $869K |
| Parnassus Investments, LLC | 0.00% | Add +17.5% | 6,442 | $857K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 6,348 | $844K |
| Cibc World Market Inc. | 0.00% | New | 6,325 | $841K |
| Caldwell Investment Management Ltd. | 0.62% | New | 6,300 | $837K |
| Dudley Capital Management, LLC | 0.48% | No change | 6,200 | $821K |
| Vinva Investment Management Ltd | 0.05% | New | 6,076 | $808K |
| Chicago Partners Investment Group LLC | 0.03% | Add +12.4% | 5,914 | $807K |
| Eagle Global Advisors LLC | 0.04% | No change | 6,000 | $798K |
| Simplex Trading, LLC | 0.02% | Reduce -11.4% | 5,965 | $793K |
| Machina Capital S.A.S. | 0.42% | New | 5,958 | $792K |
| Benjamin Edwards Inc. | 0.16% | Reduce -10.3% | 5,954 | $792K |
| Glenmede Trust Co. NA | 0.00% | Add +91.6% | 5,938 | $790K |
| Fulton Bank, N.A. | 0.03% | Reduce -34.5% | 5,931 | $789K |
| Strategic Blueprint, LLC | 0.05% | Add +0.1% | 5,792 | $770K |
| Citizens Financial Group Inc. | 0.03% | Add +59.8% | 5,739 | $767K |
| Van Eck Associates Corp. | 0.00% | Add +8.9% | 5,732 | $762K |
| Belpointe Asset Management LLC | 0.06% | Reduce -11.4% | 5,596 | $744K |
| OmniStar Financial Group, Inc. | 0.67% | New | 5,492 | $730K |
| Hilltop Holdings Inc. | 0.08% | New | 5,360 | $713K |
| Sherbrooke Park Advisers LLC | 0.14% | New | 5,357 | $712K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.0% | 5,354 | $712K |
| Panagora Asset Management Inc. | 0.00% | No change | 5,327 | $708K |
| Headlands Technologies LLC | 0.17% | Add +9510.9% | 5,286 | $703K |
| Tritonpoint Wealth, LLC | 0.07% | Reduce -9.5% | 5,368 | $695K |
| Prospera Financial Services Inc | 0.02% | Add +0.3% | 5,136 | $684K |
| Group One Trading LLC | 0.02% | New | 5,116 | $680K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -12.8% | 5,093 | $677K |
| PAX Financial Group, LLC | 0.14% | Reduce -9.4% | 5,087 | $676K |
| ArrowMark Colorado Holdings LLC | 0.01% | No change | 4,998 | $665K |
| Principal Securities, Inc. | 0.02% | Reduce -8.0% | 4,914 | $653K |
| Park Place Capital Corp | 0.23% | Add +24.4% | 4,864 | $647K |
| CIBC Asset Management Inc | 0.00% | Add +0.2% | 4,760 | $633K |
| Schroder Investment Management Group | 0.00% | New | 4,737 | $630K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -64.9% | 4,732 | $626K |
| Capital CS Group, LLC | 0.62% | New | 4,673 | $621K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.0% | 4,625 | $615K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -2.8% | 4,590 | $610K |
| Pathstone Holdings, LLC | 0.00% | Reduce -20.4% | 4,463 | $594K |
| Raymond James Trust N.A. | 0.01% | Reduce -10.5% | 4,442 | $591K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Reduce -0.7% | 4,375 | $582K |
| Renasant Bank | 0.41% | Add +19.2% | 4,345 | $578K |
| Guinness Asset Management LTD | 0.01% | Reduce -8.7% | 4,264 | $567K |
| TrinityBridge Ltd | 0.02% | Add +9.9% | 4,230 | $562K |
| Investment Management Corp of Ontario | 0.02% | Reduce -22.5% | 4,123 | $548K |
| CoreFirst Bank & Trust | 0.34% | No change | 4,090 | $544K |
| Hamilton Capital Partners Inc. | 0.07% | Add +53.9% | 4,043 | $538K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -58.6% | 4,039 | $537K |
| BayBridge Capital Group, LLC | 0.46% | Reduce -6.1% | 4,038 | $533K |
| Degroof Petercam Asset Management | 0.01% | No change | 4,000 | $532K |
| Gsa Capital Partners LLP | 0.04% | New | 3,927 | $522K |
| Nebula Research & Development LLC | 0.11% | New | 3,920 | $521K |
| Natixis Investment Managers International | 0.04% | Reduce -4.5% | 3,920 | $521K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -7.2% | 3,860 | $513K |
| Kwmg, LLC | 0.06% | No change | 3,842 | $511K |
| Graham Capital Management, L.P. | 0.03% | New | 3,787 | $504K |
| Norden Group LLC | 0.10% | Add +47.0% | 3,702 | $492K |
| Personal Cfo Solutions, LLC | 0.08% | Add +0.3% | 3,627 | $482K |
| Penserra Capital Management LLC | 0.01% | Add +24146.7% | 3,637 | $482K |
| Everhart Financial Group, Inc. | 0.14% | Add +15.0% | 3,586 | $477K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -7.6% | 3,519 | $472K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -33.1% | 3,545 | $471K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -7.7% | 3,517 | $468K |
| Buttonwood Financial Advisors Inc. | 0.22% | Reduce -8.4% | 3,493 | $465K |
| Keybank National Association | 0.00% | Reduce -1.0% | 3,493 | $465K |
| Inceptionr LLC | 0.12% | New | 3,483 | $463K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -85.8% | 3,461 | $460K |
| Handelsinvest Investeringsforvaltning | 0.22% | Reduce -34.2% | 3,451 | $459K |
| Stone Summit Wealth LLC | 0.16% | Reduce -5.6% | 3,400 | $452K |
| MBB Public Markets I LLC | 0.03% | New | 3,284 | $437K |
| Jump Financial, LLC | 0.01% | Reduce -62.9% | 3,275 | $436K |
| Cerity Partners LLC | 0.00% | Reduce -80.4% | 3,247 | $432K |
| Nicholas Wealth, LLC. | 0.33% | Add +22.9% | 3,246 | $432K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | New | 3,240 | $431K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -10.6% | 3,217 | $429K |
| Axq Capital, LP | 0.10% | Reduce -36.0% | 3,200 | $426K |
| Naples Global Advisors, LLC | 0.04% | Reduce -7.3% | 3,155 | $420K |
| New York Life Investment Management LLC | 0.00% | Add +10.8% | 3,111 | $414K |
| Avantax Advisory Services, Inc. | 0.00% | Add +15.4% | 3,109 | $413K |
| Trivium Point Advisory, LLC | 0.09% | Add +3.0% | 3,043 | $405K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -47.6% | 3,041 | $404K |
| Alberta Investment Management Corp | 0.00% | No change | 3,000 | $399K |
| Oak Thistle LLC | 0.36% | New | 2,992 | $398K |
| Cetera Trust Company, N.A | 0.24% | Reduce -6.3% | 2,990 | $398K |
| Leo Wealth, LLC | 0.04% | Add +1.2% | 2,970 | $395K |
| Two Sigma Securities, LLC | 0.02% | New | 2,898 | $385K |
| First Hawaiian Bank | 0.01% | Reduce -32.0% | 2,839 | $378K |
| Summit Global Investments | 0.03% | New | 2,823 | $375K |
| Fernwood Investment Management, LLC | 0.11% | No change | 2,800 | $372K |
| American International Group, Inc. | 0.00% | Add +0.9% | 2,788 | $371K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 2,770 | $368K |
| Wedbush Securities Inc. | 0.01% | Reduce -23.7% | 2,750 | $366K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +86.4% | 3,536 | $364K |
| Trueblood Wealth Management, LLC | 0.21% | Add +7.7% | 2,728 | $363K |
| Vestcor Inc | 0.01% | Reduce -24.6% | 2,716 | $361K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +12.9% | 2,661 | $354K |
| USA Financial Formulas | 0.06% | Reduce -10.8% | 2,620 | $348K |
| Private Advisor Group, LLC | 0.00% | Add +6.9% | 2,618 | $348K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +87.4% | 2,618 | $348K |
| Pearl River Capital, LLC | 0.05% | Reduce -86.8% | 2,611 | $347K |
| Avitas Wealth Management LLC | 0.05% | Reduce -0.9% | 2,606 | $347K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +193.4% | 2,573 | $342K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -0.1% | 2,570 | $342K |
| NewEdge Wealth, LLC | 0.01% | New | 2,526 | $340K |
| Inscription Capital, LLC | 0.06% | New | 2,552 | $339K |
| Southland Equity Partners LLC | 0.09% | New | 2,510 | $334K |
| Cwm, LLC | 0.00% | Add +33.5% | 2,505 | $333K |
| Fulcrum Capital LLC | 0.08% | Reduce -4.9% | 2,496 | $332K |
| Premier Path Wealth Partners, LLC | 0.06% | Add +1.2% | 2,474 | $329K |
| Guggenheim Capital LLC | 0.00% | New | 2,420 | $322K |
| UniSuper Management Pty Ltd | 0.00% | Add +118.2% | 2,400 | $319K |
| Spire Wealth Management | 0.01% | Add +85.5% | 2,375 | $316K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -67.3% | 2,356 | $313K |
| IFP Advisors, Inc | 0.01% | Add +0.2% | 2,344 | $312K |
| Vontobel Holding Ltd. | 0.00% | No change | 2,344 | $312K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +32.8% | 2,310 | $307K |
| Deerfield Management Company, L.P. | 0.01% | New | 2,304 | $306K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.9% | 2,296 | $305K |
| Faithward Advisors, LLC | 0.05% | New | 2,269 | $302K |
| Aigen Investment Management, LP | 0.07% | New | 2,254 | $300K |
| Bessemer Group Inc. | 0.00% | Reduce -20.0% | 2,246 | $299K |
| Mutual Advisors, LLC | 0.01% | Add +1.1% | 2,238 | $298K |
| Oxbow Advisors, LLC | 0.04% | No change | 2,200 | $293K |
| Paloma Partners Management Co | 0.06% | New | 2,188 | $291K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 2,165 | $288K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 2,157 | $287K |
| Yousif Capital Management, LLC | 0.00% | Add +10.8% | 2,152 | $286K |
| &partners | 0.04% | No change | 2,150 | $286K |
| Whittier Trust Co. | 0.00% | Add +392.5% | 2,113 | $281K |
| Metis Global Partners, LLC | 0.01% | Reduce -4.3% | 2,074 | $276K |
| Ieq Capital, LLC | 0.00% | Reduce -1.4% | 2,044 | $272K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,000 | $266K |
| Prudential PLC | 0.00% | Reduce -75.0% | 1,998 | $266K |
| Mather Group, Llc. | 0.00% | Add +0.1% | 2,146 | $255K |
| MQS Management LLC | 0.14% | New | 1,885 | $251K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +2821.9% | 1,870 | $249K |
| Curi Capital, LLC | 0.01% | Reduce -12.9% | 1,855 | $247K |
| Breed's Hill Capital LLC | 0.23% | No change | 1,849 | $246K |
| Exchange Traded Concepts, LLC | 0.01% | New | 1,838 | $244K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.4% | 1,823 | $242K |
| Simplicity Wealth,LLC | 0.01% | New | 1,823 | $242K |
| First Citizens Bank & Trust Co. | 0.00% | New | 1,811 | $241K |
| Xcel Wealth Management, LLC | 0.08% | No change | 1,800 | $239K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +62.0% | 1,884 | $238K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -3.4% | 1,785 | $237K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,783 | $237K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -9.5% | 1,778 | $236K |
| Procyon Advisors, LLC | 0.02% | Reduce -0.2% | 1,774 | $236K |
| Fiduciary Group, LLC | 0.03% | Add +1.6% | 1,765 | $235K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,755 | $233K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 1,748 | $232K |
| GeoWealth Management, LLC | 0.01% | New | 1,745 | $232K |
| Cigna Investments Inc. | 0.04% | Add +0.1% | 1,746 | $232K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.8% | 1,743 | $232K |
| Oxford Asset Management LLP | 0.26% | New | 1,714 | $228K |
| Parallel Advisors, LLC | 0.01% | Add +7.5% | 1,695 | $225K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -9.6% | 1,673 | $223K |
| Blue Barn Wealth, LLC | 0.12% | Reduce -15.9% | 1,672 | $222K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 1,659 | $221K |
| QRG Capital Management, Inc. | 0.00% | Reduce -11.0% | 1,631 | $217K |
| XTX Topco Ltd | 0.03% | New | 1,631 | $217K |
| Symmetry Partners, LLC | 0.02% | New | 1,608 | $214K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,520 | $202K |
| Americana Partners, LLC | 0.02% | New | 1,505 | $200K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | — | 1,500 | $199K |
| Rakuten Investment Management, Inc. | 0.00% | Add +1135.0% | 1,445 | $192K |
| ANTIPODES PARTNERS Ltd | 0.01% | New | 1,578 | $188K |
| Ostrum Asset Management | 0.01% | No change | 1,361 | $181K |
| Pension & Wealth Management Advisors, Inc. | 0.12% | No change | 1,322 | $176K |
| Elevation Wealth Partners, LLC | 0.08% | Add +31.6% | 1,277 | $170K |
| West Paces Advisors Inc. | 0.04% | No change | 1,199 | $159K |
| Signaturefd, LLC | 0.00% | Add +3.9% | 1,160 | $154K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -3.2% | 1,145 | $152K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -90.9% | 1,120 | $149K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,054 | $140K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.7% | 1,053 | $140K |
| Lanark Financial, Inc. | 0.01% | No change | 1,000 | $132K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -28.6% | 968 | $129K |
| Creekmur Asset Management LLC | 0.04% | Add +0.8% | 930 | $124K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -6.0% | 727 | $97K |
| Fifth Third Bancorp | 0.00% | Add +441.8% | 726 | $97K |
| Canton Hathaway, LLC | 0.03% | No change | 700 | $93K |
| Quent Capital, LLC | 0.01% | No change | 690 | $92K |
| UMB Bank, n.a. | 0.00% | No change | 650 | $86K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 647 | $86K |
| Avior Wealth Management, LLC | 0.00% | New | 620 | $83K |
| HM Payson & Co. | 0.00% | New | 600 | $80K |
| FNY Investment Advisers, LLC | 0.05% | New | 600 | $79K |
| CI Investments Inc. | 0.00% | Reduce -71.8% | 570 | $76K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 525 | $70K |
| Dagco, Inc. | 0.03% | New | 500 | $66K |
| Allworth Financial LP | 0.00% | Add +1.9% | 484 | $64K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.7% | 471 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +69.8% | 462 | $61K |
| Acadian Asset Management LLC | 0.00% | No change | 460 | $61K |
| Quarry LP | 0.03% | New | 451 | $60K |
| Bokf, NA | 0.00% | Add +5.8% | 439 | $58K |
| Parkside Financial Bank & Trust | 0.01% | Add +13.0% | 426 | $57K |
| Salem Investment Counselors Inc. | 0.00% | No change | 415 | $55K |
| EntryPoint Capital, LLC | 0.05% | New | 405 | $54K |
| Lindbrook Capital, LLC | 0.00% | Add +6.0% | 337 | $45K |
| Kelly Financial Services LLC | 0.02% | New | 326 | $43K |
| Hartford Financial Management Inc. | 0.01% | Add +7.1% | 300 | $40K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 300 | $40K |
| Nemes Rush Group LLC | 0.01% | New | 298 | $40K |
| Rise Advisors, LLC | 0.02% | Add +22.5% | 294 | $39K |
| Silicon Valley Capital Partners | 0.01% | No change | 292 | $39K |
| Caldwell Trust Co | 0.00% | No change | 285 | $38K |
| Arlington Trust Co LLC | 0.01% | No change | 283 | $38K |
| J.Safra Asset Management Corp | 0.00% | Add +717.6% | 278 | $37K |
| Huntington National Bank | 0.00% | Add +105.3% | 269 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 262 | $35K |
| Global Retirement Partners, LLC | 0.00% | Add +555.0% | 262 | $35K |
| Cambridge Trust Co. | 0.00% | No change | 250 | $33K |
| West Oak Capital, LLC | 0.01% | Add +66.7% | 250 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 222 | $30K |
| GW&K Investment Management, LLC | 0.00% | Add +266.7% | 220 | $29K |
| Riverview Trust Co | 0.02% | New | 218 | $29K |
| Compass Wealth Management LLC | 0.01% | New | 210 | $28K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.2% | 205 | $27K |
| Private Trust Co. NA | 0.00% | Add +787.0% | 204 | $27K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -31.0% | 196 | $26K |
| Castleview Partners, LLC | 0.01% | No change | 195 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 195 | $26K |
| McIlrath & Eck, LLC | 0.00% | Add +147.9% | 181 | $24K |
| Rakuten Securities, Inc. | 0.01% | Add +17400.0% | 175 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.4% | 153 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 145 | $19K |
| Smartleaf Asset Management LLC | 0.00% | New | 138 | $19K |
| Covestor Ltd | 0.01% | Reduce -0.8% | 131 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 117 | $16K |
| Global Financial Private Client, LLC | 0.01% | No change | 115 | $15K |
| Clearstead Advisors, LLC | 0.00% | Reduce -28.6% | 100 | $14K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $13K |
| Anfield Capital Management, LLC | 0.01% | New | 99 | $13K |
| Wetzel Investment Advisors, Inc. | 0.01% | Add +23.4% | 95 | $12K |
| Raffa Wealth Management, LLC | 0.00% | New | 88 | $12K |
| Planning Capital Management Corp | 0.01% | New | 83 | $11K |
| GAMMA Investing LLC | 0.00% | Add +203.7% | 82 | $11K |
| TCTC Holdings, LLC | 0.00% | New | 80 | $11K |
| Tyler-Stone Wealth Management | 0.00% | No change | 75 | $10K |
| Meeder Asset Management Inc. | 0.00% | New | 57 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 50 | $7K |
| M&R Capital Management Inc. | 0.00% | New | 47 | $6K |
| Valley National Advisers Inc. | 0.00% | Add +11.1% | 50 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +12.8% | 44 | $6K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -10.0% | 45 | $6K |
| Atlas Capital Advisors Inc. | 0.00% | New | 43 | $6K |
| First Financial Corp. | 0.00% | New | 42 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 41 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +471.4% | 40 | $5K |
| Raleigh Capital Management Inc. | 0.00% | Add +52.2% | 35 | $5K |
| Gen-Wealth Partners Inc | 0.00% | — | 35 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $4K |
| Financial Connections Group, Inc. | 0.00% | New | 30 | $4K |
| Blue Trust, Inc. | 0.00% | Add +3.9% | 27 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 24 | $3K |
| SouthState Bank Corp | 0.00% | New | 25 | $3K |
| Avion Wealth | 0.00% | Add +80.0% | 18 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 22 | $3K |
| Abound Wealth Management | 0.00% | No change | 15 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 11 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 10 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $1K |
| First PREMIER Bank | 0.00% | New | 4 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -99.9% | 7 | $985 |
| Fairman Group, LLC | 0.00% | No change | 7 | $931 |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $931 |
| Versant Capital Management, Inc | 0.00% | No change | 6 | $798 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $798 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $665 |
| TD Private Client Wealth LLC | 0.00% | Reduce -99.7% | 5 | $665 |
| Cornerstone Planning Group LLC | 0.00% | New | 5 | $660 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $532 |
| WR Wealth Planners, LLC | 0.00% | New | 2 | $266 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $133 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $133 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $133 |
"% of holder's portfolio" is ARES's weight in each manager's 13F, not the share of Ares Management Corp. Class A the manager owns.