Ares Management Corp. Class AARES
13F holders, Q2 2024 (June 30)617holders +11
75new positions
70sold out
3famous investors
$133.33avg. 13F price*
At the end of Q2 2024, 617 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 11 from Q1 2024. 75 opened new positions and 70 sold out. The largest holders were Wellington Management Group LLP ($2.5B), Vanguard Group Inc. ($2.4B) and Sumitomo Mitsui Financial Group, Inc. ($1.8B). 3 famous investors held it, including Stephen Mandel (1.7% of Lone Pine Capital's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $712.4M |
| Exits | 70 | $226.5M |
All 13F filers, Q1 2024 → Q2 2024: 22,825,173 shares bought and 11,272,558 shares sold, net +11,552,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 617 holders
| Wellington Management Group LLP | 0.44% | Add +6.3% | 18,652,689 | $2.5B |
| Vanguard Group Inc. | 0.05% | Add +8.6% | 18,020,416 | $2.4B |
| Sumitomo Mitsui Financial Group, Inc. | 55.47% | No change | 13,364,740 | $1.8B |
| BlackRock Inc. | 0.04% | Add +4.9% | 12,847,660 | $1.7B |
| Capital World Investors | 0.23% | Reduce -4.9% | 10,529,860 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Add +124.8% | 7,564,717 | $1.0B |
| FMR LLC | 0.05% | Reduce -11.1% | 6,237,858 | $831.4M |
| Massachusetts Financial Services Co. | 0.21% | Add +58.5% | 5,058,394 | $674.2M |
| Capital International Investors | 0.14% | Reduce -9.3% | 5,053,040 | $673.5M |
| Franklin Resources Inc. | 0.15% | Reduce -2.3% | 3,659,404 | $487.7M |
| State Street Corp. | 0.02% | Add +4.1% | 3,639,295 | $485.0M |
| LRI Investments, LLC | 42.81% | New | 2,822,565 | $376.2M |
| Geode Capital Management, LLC | 0.03% | Add +7.0% | 2,774,824 | $369.7M |
| Bank of America Corp. | 0.04% | Add +9.2% | 2,768,027 | $368.9M |
| Invesco Ltd. | 0.08% | Add +66.0% | 2,672,348 | $356.2M |
| Norges Bank | 0.05% | Add +6.3% | 2,322,878 | $309.6M |
| American Century Companies Inc. | 0.19% | Add +24.4% | 2,316,584 | $308.8M |
| Principal Financial Group Inc. | 0.17% | Add +38.5% | 2,171,188 | $289.4M |
| CIBC Private Wealth Group LLC | 0.48% | Reduce -0.0% | 1,884,726 | $255.9M |
| Morgan Stanley | 0.02% | Add +6.3% | 1,901,440 | $253.4M |
| Millennium Management | 0.20% | Add +722.6% | 1,738,148 | $231.7M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -56.2% | 1,734,896 | $231.2M |
| Curated Wealth Partners LLC | 30.83% | — | 1,658,217 | $221.0M |
| Canada Pension Plan Investment Board | 0.21% | Reduce -10.8% | 1,581,772 | $210.8M |
| Lone Pine Capital | 1.70% | New | 1,574,763 | $209.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -12.2% | 1,429,152 | $190.5M |
| Corient Private Wealth LP | 0.28% | Reduce -1.4% | 1,219,647 | $162.6M |
| Hamlin Capital Management, LLC | 4.56% | Reduce -0.8% | 1,160,941 | $154.8M |
| Vulcan Value Partners, LLC | 2.31% | Reduce -15.7% | 1,143,671 | $152.6M |
| Boston Partners | 0.19% | Reduce -42.3% | 1,131,849 | $150.9M |
| Eagle Asset Management Inc. | 0.78% | Add +3.6% | 1,063,727 | $144.9M |
| M&G PLC | 0.93% | Add +711.1% | 1,015,009 | $135.0M |
| Northern Trust Corp. | 0.02% | Add +7.5% | 993,028 | $132.4M |
| Westfield Capital Management Co. LP | 0.65% | Add +52.8% | 992,416 | $132.3M |
| Janus Henderson Group PLC | 0.06% | Add +4.9% | 875,781 | $116.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.9% | 873,063 | $116.4M |
| HMI Capital Management, L.P. | 4.43% | Reduce -39.8% | 872,746 | $116.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +24.1% | 869,467 | $115.9M |
| Peregrine Capital Management LLC | 3.33% | Add +1.9% | 855,141 | $114.0M |
| Legal & General Group Plc | 0.03% | Add +11.7% | 817,070 | $108.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +61.9% | 722,126 | $96.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.6% | 646,509 | $86.2M |
| Quilter Plc | 1.91% | Reduce -0.5% | 638,034 | $85.0M |
| Neuberger Berman Group LLC | 0.07% | Add +10.1% | 625,197 | $83.3M |
| Federated Hermes, Inc. | 0.20% | No change | 625,000 | $83.3M |
| Truist Financial Corp. | 0.13% | Add +2.0% | 617,846 | $82.3M |
| UBS Group AG | 0.02% | Add +24.4% | 585,564 | $78.0M |
| Ameriprise Financial Inc. | 0.02% | Add +737.6% | 564,647 | $75.3M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -49.1% | 539,741 | $71.9M |
| Perpetual Ltd | 0.76% | Reduce -17.0% | 526,845 | $70.2M |
| Junto Capital Management LP | 1.23% | Reduce -6.7% | 419,184 | $55.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +5.2% | 416,585 | $55.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.5% | 395,421 | $52.7M |
| Royal Bank of Canada | 0.01% | Add +18.9% | 374,770 | $50.0M |
| Keystone Investors Pte Ltd. | 4.15% | Reduce -12.3% | 369,593 | $49.3M |
| Raymond James & Associates | 0.03% | Add +0.8% | 369,160 | $49.2M |
| Deutsche Bank AG | 0.02% | Add +49.0% | 344,967 | $46.0M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.52% | No change | 344,255 | $45.9M |
| 1832 Asset Management L.P. | 0.08% | Reduce -4.6% | 342,212 | $45.6M |
| FIL Ltd | 0.04% | Reduce -8.5% | 315,417 | $42.0M |
| Wells Fargo & Company | 0.01% | Add +3.2% | 315,022 | $42.0M |
| Barclays PLC | 0.02% | Reduce -29.1% | 305,492 | $40.7M |
| California Public Employees Retirement System | 0.03% | Add +0.1% | 302,478 | $40.3M |
| California State Teachers Retirement System | 0.04% | Add +13.1% | 266,766 | $35.6M |
| Cat Rock Capital Management LP | 3.91% | Reduce -7.1% | 262,000 | $34.9M |
| National Pension Service | 0.04% | Add +8.2% | 260,600 | $34.7M |
| Partners Group Holding AG | 2.60% | Add +33.9% | 259,238 | $34.6M |
| Macquarie Group Ltd. | 0.04% | Reduce -6.5% | 252,644 | $33.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -18.5% | 235,115 | $31.3M |
| Rhumbline Advisers | 0.03% | Add +5.3% | 234,826 | $31.3M |
| National Bank of Canada | 0.04% | Add +7.5% | 206,812 | $28.1M |
| Amundi | 0.01% | Reduce -40.9% | 195,309 | $27.0M |
| Segall Bryant & Hamill, LLC | 0.48% | Reduce 0.0% | 201,779 | $26.9M |
| Citadel Advisors | 0.03% | Reduce -16.1% | 199,817 | $26.6M |
| Vaughan Nelson Investment Management, L.P. | 0.24% | Add +24.6% | 192,634 | $25.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.30% | Reduce -3.6% | 189,107 | $25.2M |
| Cinctive Capital Management LP | 1.33% | New | 185,014 | $24.7M |
| United Capital Financial Advisors, LLC | 0.21% | Reduce -10.2% | 184,980 | $24.7M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -3.1% | 176,042 | $23.5M |
| Angeles Wealth Management, LLC | 2.17% | Add +0.1% | 173,540 | $23.1M |
| First Trust Advisors LP | 0.02% | Add +16.3% | 169,207 | $22.6M |
| New York State Common Retirement Fund | 0.03% | Reduce -40.7% | 161,348 | $21.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +60.9% | 155,871 | $20.8M |
| Stifel Financial Corp. | 0.02% | Add +8.9% | 137,332 | $18.3M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -76.6% | 134,076 | $17.9M |
| Northern Right Capital Management, L.P. | 6.45% | Reduce -12.7% | 130,906 | $17.4M |
| Ensign Peak Advisors, Inc | 0.03% | Add +37.6% | 129,408 | $17.2M |
| Marshall Wace, LLP | 0.02% | Add +52.6% | 127,310 | $17.0M |
| Dearborn Partners LLC | 0.73% | Add +4.7% | 125,895 | $16.8M |
| Voya Investment Management LLC | 0.02% | Add +11.5% | 121,874 | $16.2M |
| State of Wisconsin Investment Board | 0.04% | Add +15.3% | 118,950 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.5% | 117,663 | $15.7M |
| Gradient Investments LLC | 0.35% | Reduce -5.1% | 115,922 | $15.5M |
| Royal London Asset Management Ltd. | 0.04% | Add +4.1% | 115,261 | $15.4M |
| Janney Montgomery Scott LLC | 0.05% | Add +2.5% | 112,121 | $14.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +22.6% | 112,076 | $14.9M |
| Korea Investment CORP | 0.04% | Reduce -32.6% | 108,502 | $14.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -2.5% | 107,926 | $14.4M |
| Brown Advisory Inc. | 0.02% | Add +5.8% | 104,890 | $14.0M |
| DNB Asset Management AS | 0.07% | Reduce -8.1% | 104,183 | $13.9M |
| Twinbeech Capital LP | 0.26% | Reduce -52.0% | 98,154 | $13.1M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +47.2% | 96,134 | $12.8M |
| Overbrook Management Corp | 3.17% | Add +3.2% | 94,241 | $12.6M |
| Public Employees Retirement System of Ohio | 0.05% | Add +4.9% | 89,191 | $11.9M |
| Hilton Capital Management, LLC | 0.99% | Add +3.8% | 87,926 | $11.7M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -8.7% | 87,111 | $11.6M |
| Payden & Rygel Investment Group | 0.93% | New | 86,000 | $11.5M |
| Payden & Rygel | 0.93% | New | 86,000 | $11.5M |
| 2Xideas AG | 1.40% | New | 84,173 | $11.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -0.1% | 83,386 | $11.1M |
| Cetera Investment Advisers | 0.02% | Reduce -3.5% | 79,797 | $10.6M |
| HSBC Holdings PLC | 0.01% | Add +3.5% | 78,722 | $10.6M |
| Polar Capital Holdings Plc | 0.06% | Add +15.4% | 78,986 | $10.5M |
| Benjamin F. Edwards & Company, Inc. | 0.18% | Add +2.0% | 78,702 | $10.5M |
| Kennedy Capital Management LLC | 0.22% | Reduce -19.7% | 78,406 | $10.5M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -22.4% | 78,125 | $10.4M |
| Treasurer of the State of North Carolina | 0.04% | Add +4.0% | 77,605 | $10.3M |
| Hudson Bay Capital Management LP | 0.09% | No change | 77,500 | $10.3M |
| Element Capital Management LLC | 0.79% | New | 76,037 | $10.1M |
| Monashee Investment Management LLC | 1.30% | New | 75,000 | $10.0M |
| Incline Global Management LLC | 4.10% | Reduce -33.3% | 74,728 | $10.0M |
| Grandeur Peak Global Advisors, LLC | 0.77% | Reduce -18.5% | 72,661 | $9.7M |
| Nicholas Investment Partners, LP | 1.12% | No change | 72,500 | $9.7M |
| Beck Mack & Oliver LLC | 0.20% | Add +4.0% | 72,085 | $9.6M |
| Ancora Advisors LLC | 0.24% | New | 71,891 | $9.6M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -69.0% | 71,475 | $9.5M |
| Edgestream Partners, L.P. | 0.46% | Add +20.5% | 71,143 | $9.5M |
| Capital Investment Counsel, LLC | 1.82% | Add +4.8% | 69,708 | $9.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +193.6% | 69,676 | $9.3M |
| Aviva PLC | 0.03% | Reduce -17.6% | 69,340 | $9.2M |
| Candriam S.C.A. | 0.06% | Reduce -43.6% | 68,781 | $9.2M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -25.8% | 68,771 | $9.2M |
| Storebrand Asset Management As | 0.03% | Reduce -1.1% | 68,691 | $9.2M |
| Blair William & Co. | 0.03% | Add +3.4% | 67,377 | $9.0M |
| Asset Management One Co., Ltd. | 0.03% | Add +8.9% | 66,066 | $8.8M |
| Cumberland Partners Ltd | 0.64% | Add +5.3% | 65,955 | $8.8M |
| Danske Bank A/S | 0.03% | Reduce -2.5% | 65,353 | $8.7M |
| Pictet Asset Management Holding SA | 0.01% | Add +5.9% | 65,041 | $8.7M |
| LPL Financial LLC | 0.00% | Add +16.1% | 63,492 | $8.5M |
| Townsquare Capital LLC | 0.11% | Add +2.7% | 61,472 | $8.2M |
| Victory Capital Management Inc. | 0.01% | Add +8.2% | 61,417 | $8.2M |
| Sei Investments Co. | 0.01% | Add +28.3% | 60,875 | $8.1M |
| Royce & Associates LP | 0.07% | Reduce -72.4% | 57,294 | $7.6M |
| Handelsbanken Fonder AB | 0.03% | Add +54.4% | 56,215 | $7.5M |
| SVB Wealth LLC | 0.18% | Add +9.0% | 55,346 | $7.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -31.6% | 54,488 | $7.3M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -0.3% | 53,806 | $7.2M |
| Stephens Inc. | 0.11% | Reduce -23.2% | 53,793 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.4% | 53,431 | $7.1M |
| Forsta Ap-Fonden | 0.06% | Add +36.7% | 53,300 | $7.1M |
| Triasima Portfolio Management inc. | 0.65% | Reduce -1.1% | 53,131 | $7.1M |
| Fred Alger Management, LLC | 0.03% | Reduce -49.1% | 52,274 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +1.0% | 51,504 | $6.9M |
| Osaic Holdings, Inc. | 0.02% | Add +84.8% | 50,405 | $6.7M |
| Coastal Bridge Advisors, LLC | 1.66% | Reduce -0.3% | 50,269 | $6.7M |
| Lake Street Advisors Group, LLC | 0.32% | Add +1.8% | 49,811 | $6.6M |
| Arizona State Retirement System | 0.04% | Add +7.9% | 49,550 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.6% | 49,230 | $6.6M |
| Capital International, Inc. | 0.08% | No change | 47,140 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -0.7% | 46,968 | $6.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +4.4% | 46,101 | $6.3M |
| Capital Research Global Investors | 0.00% | No change | 45,670 | $6.1M |
| Comerica Bank | 0.02% | Reduce -4.9% | 44,914 | $6.0M |
| RDST Capital LLC | 1.57% | Reduce -41.0% | 44,810 | $6.0M |
| Citigroup Inc. | 0.01% | Reduce -8.6% | 44,671 | $6.0M |
| STRS Ohio | 0.02% | Add +1.3% | 44,366 | $5.9M |
| Portland Investment Counsel Inc. | 2.04% | No change | 42,393 | $5.7M |
| MML Investors Services, LLC | 0.02% | Reduce -4.0% | 40,641 | $5.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +13.7% | 39,965 | $5.3M |
| Squarepoint Ops LLC | 0.02% | Reduce -29.4% | 37,075 | $4.9M |
| River Road Asset Management, LLC | 0.07% | Reduce -4.1% | 36,688 | $4.9M |
| Aquatic Capital Management LLC | 0.18% | Add +38.6% | 36,600 | $4.9M |
| USS Investment Management Ltd | 0.04% | Add +2.9% | 36,493 | $4.9M |
| BNP Paribas | 0.24% | New | 35,699 | $4.9M |
| Running Point Capital Advisors, LLC | 2.01% | Add +27.2% | 36,409 | $4.9M |
| Empowered Funds, LLC | 0.08% | Add +4.4% | 35,783 | $4.8M |
| Omnia Family Wealth, LLC | 1.97% | No change | 35,000 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -9.9% | 34,867 | $4.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +73.3% | 34,549 | $4.6M |
| IFM Investors Pty Ltd | 0.05% | Add +3.8% | 34,358 | $4.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -45.1% | 34,278 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -27.2% | 33,370 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.6% | 33,991 | $4.5M |
| Prosperity Consulting Group, LLC | 0.61% | Reduce -12.0% | 33,930 | $4.5M |
| Chase Investment Counsel Corp. | 1.56% | Add +1.3% | 33,106 | $4.4M |
| Pallas Capital Advisors LLC | 0.20% | Add +1.6% | 29,762 | $4.4M |
| Meridian Wealth Management, LLC | 0.52% | New | 32,592 | $4.3M |
| Xponance LLC | 0.04% | Add +6.6% | 32,341 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.4% | 31,979 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Add +4.7% | 31,294 | $4.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.3% | 30,302 | $4.0M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.04% | — | 29,900 | $4.0M |
| Great Diamond Partners, LLC | 0.92% | Add +11.8% | 29,531 | $3.9M |
| Utah Retirement Systems | 0.05% | Add +0.7% | 29,200 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1436.8% | 28,953 | $3.9M |
| FORA Capital, LLC | 0.46% | Add +9.0% | 28,156 | $3.8M |
| Alps Advisors Inc. | 0.03% | Reduce -4.3% | 27,390 | $3.7M |
| TD Asset Management Inc | 0.00% | Add +7.3% | 27,370 | $3.6M |
| Quantbot Technologies LP | 0.18% | Add +71.1% | 27,150 | $3.6M |
| Coastline Trust Co | 0.42% | Add +2.8% | 26,914 | $3.6M |
| Richard Bernstein Advisors LLC | 0.08% | Add +0.0% | 26,865 | $3.6M |
| Signet Financial Management, LLC | 0.47% | Reduce -0.9% | 25,983 | $3.5M |
| Neo Ivy Capital Management | 0.68% | — | 25,936 | $3.5M |
| EFG Asset Management (North America) Corp. | 0.60% | Reduce -18.1% | 25,891 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +50.8% | 25,858 | $3.4M |
| KBC Group NV | 0.01% | Add +1.1% | 25,857 | $3.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -44.9% | 25,199 | $3.4M |
| Assetmark, Inc. | 0.01% | Add +357871.4% | 25,058 | $3.3M |
| JPL Wealth Management, LLC | 1.64% | Add +4.5% | 25,051 | $3.3M |
| Alliance Wealth Advisors, LLC | 0.98% | Add +3.0% | 24,975 | $3.3M |
| Jackson Wealth Management, LLC | 0.70% | Reduce -44.0% | 24,515 | $3.3M |
| EFG Asset Management (Americas) Corp. | 0.62% | Add +38.4% | 23,854 | $3.2M |
| Public Sector Pension Investment Board | 0.02% | Add +4.8% | 23,659 | $3.2M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +7.8% | 23,582 | $3.1M |
| EP Wealth Advisors, LLC | 0.03% | Add +13.5% | 23,094 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -9.3% | 22,885 | $3.1M |
| Sumitomo Life Insurance Co. | 0.07% | Add +5.6% | 22,818 | $3.0M |
| Allianz Asset Management GmbH | 0.00% | Add +33.6% | 22,323 | $3.0M |
| LYNX Capital Group Ltd. | 1.98% | Reduce -4.0% | 21,528 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -42.2% | 21,169 | $2.9M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +10.3% | 21,021 | $2.8M |
| Leavell Investment Management, Inc. | 0.15% | Add +1.1% | 20,618 | $2.7M |
| Engineers Gate Manager LP | 0.06% | Reduce -77.8% | 20,567 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -76.6% | 20,426 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -11.0% | 20,054 | $2.7M |
| Man Group plc | 0.01% | Reduce -22.2% | 19,744 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -21.2% | 19,683 | $2.6M |
| XTX Topco Ltd | 0.22% | Add +1104.0% | 19,638 | $2.6M |
| Itau Unibanco Holding S.A. | 0.11% | New | 19,424 | $2.6M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.5% | 18,805 | $2.5M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Reduce -6.9% | 18,579 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -10.0% | 18,458 | $2.5M |
| Creative Planning | 0.00% | Add +5.5% | 18,425 | $2.5M |
| Argent Trust Co | 0.11% | Add +6.9% | 18,159 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +2.0% | 17,637 | $2.4M |
| Camarda Financial Advisors, LLC | 0.92% | Add +2.2% | 17,594 | $2.3M |
| First Manhattan Co. Llc. | 0.01% | No change | 17,545 | $2.3M |
| SYSTM Wealth Solutions LLC | 0.52% | Reduce -14.1% | 17,366 | $2.3M |
| Toronto Dominion Bank | 0.00% | Add +7.4% | 17,346 | $2.3M |
| Magnetar Financial LLC | 0.05% | Reduce -46.0% | 16,751 | $2.2M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 16,748 | $2.2M |
| SpiderRock Advisors, LLC | 0.06% | Add +78.4% | 16,651 | $2.2M |
| Jennison Associates LLC | 0.00% | No change | 16,636 | $2.2M |
| US Bancorp \de | 0.00% | Add +2.2% | 16,015 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +520.0% | 15,952 | $2.1M |
| CoreCap Advisors, LLC | 0.22% | Reduce -1.9% | 15,842 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.05% | Add +3.7% | 15,821 | $2.1M |
| Quantinno Capital Management LP | 0.04% | Add +3.0% | 15,802 | $2.1M |
| Schroder Investment Management Group | 0.00% | Add +225.3% | 15,412 | $2.1M |
| Hunting Hill Global Capital, LLC | 1.01% | No change | 15,257 | $2.0M |
| Chesley Taft & Associates LLC | 0.10% | Reduce -5.6% | 15,172 | $2.0M |
| Prana Capital Management, LP | 0.10% | Reduce -76.0% | 15,130 | $2.0M |
| Knollwood Investment Advisory, LLC | 0.22% | New | 15,100 | $2.0M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -9.6% | 14,954 | $2.0M |
| Institute for Wealth Management, LLC. | 0.26% | Add +6.4% | 14,682 | $2.0M |
| Williamson Legacy Group, LLC | 1.44% | Reduce -0.7% | 14,485 | $1.9M |
| Painted Porch Advisors LLC | 1.07% | Reduce -53.8% | 14,148 | $1.9M |
| Harbor Advisors LLC | 0.34% | No change | 14,000 | $1.9M |
| Morse Asset Management, Inc | 0.46% | Add +2.9% | 13,940 | $1.9M |
| MBB Public Markets I LLC | 0.04% | Add +323.7% | 13,914 | $1.9M |
| Maryland State Retirement & Pension System | 0.03% | Add +9.4% | 13,893 | $1.9M |
| Fifth Third Bancorp | 0.01% | Add +1806.8% | 13,843 | $1.8M |
| Paragon Advisors, LLC | 0.66% | New | 13,652 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Add +1.5% | 13,518 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -10.0% | 13,500 | $1.8M |
| Nordea Investment Management AB | 0.00% | Add +5.5% | 13,182 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.05% | No change | 13,420 | $1.8M |
| DSM Capital Partners LLC | 0.03% | No change | 13,398 | $1.8M |
| Valeo Financial Advisors, LLC | 0.05% | Add +0.1% | 13,167 | $1.8M |
| Northeast Financial Consultants Inc | 0.08% | Reduce -6.8% | 13,042 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Add +15.9% | 12,903 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Reduce -3.7% | 12,569 | $1.7M |
| Seven Grand Managers, LLC | 0.75% | New | 12,500 | $1.7M |
| Ossiam | 0.03% | Reduce -9.5% | 12,469 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +49.9% | 12,202 | $1.6M |
| National Philanthropic Trust | 0.03% | Add +32.0% | 12,101 | $1.6M |
| Amalgamated Bank | 0.01% | Add +9.1% | 12,050 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +16.7% | 11,947 | $1.6M |
| Advisory Research Inc. | 0.30% | Reduce -46.9% | 11,905 | $1.6M |
| AIA Group Ltd | 0.05% | Add +5.3% | 11,900 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +32.0% | 11,761 | $1.6M |
| Tidal Investments LLC | 0.02% | Reduce -28.2% | 11,707 | $1.6M |
| Natixis | 0.01% | Add +13.7% | 11,681 | $1.6M |
| Access Financial Services, Inc. | 0.70% | Reduce -0.6% | 11,610 | $1.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +57.5% | 11,471 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +12.8% | 11,462 | $1.5M |
| Heard Capital LLC | 0.09% | Reduce -10.4% | 11,150 | $1.5M |
| Fiera Capital Corp | 0.00% | Reduce -1.1% | 11,142 | $1.5M |
| Genesee Capital Advisors, LLC | 0.70% | Add +0.3% | 10,645 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +24.5% | 10,571 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -83.8% | 10,444 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.4% | 9,897 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.4% | 9,897 | $1.3M |
| Credit Agricole S A | 0.01% | Add +3.7% | 9,835 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Add +42.3% | 9,727 | $1.3M |
| Affinity Wealth Management LLC | 0.23% | Add +7.0% | 9,427 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.5% | 9,423 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +22.9% | 9,203 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.08% | Reduce -11.8% | 9,012 | $1.2M |
| Mirabella Financial Services LLP | 0.10% | New | 8,960 | $1.2M |
| Bank of Nova Scotia | 0.00% | Reduce -82.8% | 8,811 | $1.2M |
| Mattson Financial Services, LLC | 0.41% | — | 8,719 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 8,692 | $1.2M |
| OMERS ADMINISTRATION Corp | 0.01% | New | 8,518 | $1.1M |
| Cynosure Group, LLC | 0.18% | Add +18.1% | 8,340 | $1.1M |
| Teza Capital Management LLC | 0.13% | New | 8,164 | $1.1M |
| Mariner, LLC | 0.00% | Add +3.4% | 8,127 | $1.1M |
| Bfsg, LLC | 0.14% | Reduce -1.4% | 8,068 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.2% | 7,858 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -46.7% | 7,812 | $1.0M |
| Granite FO LLC | 0.66% | No change | 7,705 | $1.0M |
| TrueMark Investments, LLC | 0.35% | New | 7,609 | $1.0M |
| Portside Wealth Group, LLC | 0.19% | Add +0.8% | 7,426 | $990K |
| Rathbones Group PLC | 0.01% | Add +4.2% | 7,347 | $979K |
| Chicago Partners Investment Group LLC | 0.04% | Add +6.6% | 6,303 | $943K |
| Entropy Technologies, LP | 0.10% | New | 6,965 | $928K |
| Sanctuary Advisors, LLC | 0.01% | — | 6,905 | $923K |
| Van Eck Associates Corp. | 0.00% | Add +20.1% | 6,882 | $917K |
| Captrust Financial Advisors | 0.00% | Add +4.3% | 6,812 | $908K |
| Secure Asset Management, LLC | 0.17% | New | 6,582 | $877K |
| Parnassus Investments, LLC | 0.00% | Add +1.7% | 6,553 | $873K |
| Hilltop Holdings Inc. | 0.10% | Add +21.9% | 6,535 | $871K |
| CIBC Asset Management Inc | 0.00% | Add +34.9% | 6,422 | $856K |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 6,380 | $850K |
| Benjamin Edwards Inc. | 0.16% | Add +6.8% | 6,361 | $848K |
| Caldwell Investment Management Ltd. | 0.63% | No change | 6,300 | $838K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 6,269 | $836K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +139.2% | 6,262 | $835K |
| Walleye Capital LLC | 0.01% | Reduce -52.4% | 6,232 | $831K |
| DRW Securities, LLC | 0.05% | New | 6,216 | $828K |
| Dudley Capital Management, LLC | 0.46% | No change | 6,200 | $826K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -50.0% | 6,086 | $811K |
| Fiduciary Family Office, LLC | 0.32% | New | 6,078 | $810K |
| OmniStar Financial Group, Inc. | 0.72% | Add +7.9% | 5,927 | $790K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.6% | 5,844 | $779K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +13.8% | 5,797 | $773K |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 5,750 | $766K |
| Belpointe Asset Management LLC | 0.05% | Reduce -2.2% | 5,473 | $729K |
| AXA S.A. | 0.00% | New | 5,442 | $725K |
| Atria Investments, Inc | 0.01% | New | 5,405 | $720K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 5,342 | $712K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.7% | 5,263 | $701K |
| UniSuper Management Pty Ltd | 0.01% | Add +118.9% | 5,253 | $700K |
| Retireful, LLC | 0.33% | New | 5,221 | $696K |
| Brown Financial Advisors | 0.31% | — | 5,186 | $691K |
| National Wealth Management Group, LLC | 0.52% | New | 5,150 | $686K |
| Tritonpoint Wealth, LLC | 0.07% | Reduce -5.3% | 5,081 | $677K |
| First Citizens Bank & Trust Co. | 0.01% | Add +180.3% | 5,076 | $677K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.5% | 5,057 | $674K |
| Pathstone Holdings, LLC | 0.00% | Add +13.3% | 5,057 | $674K |
| Principal Securities, Inc. | 0.02% | Add +2.6% | 5,044 | $672K |
| Strategic Blueprint, LLC | 0.05% | Reduce -12.9% | 5,043 | $672K |
| Infrastructure Capital Advisors, LLC | 0.10% | New | 5,000 | $666K |
| ArrowMark Colorado Holdings LLC | 0.01% | No change | 4,998 | $666K |
| Greenwich Investment Management, Inc. | 0.60% | New | 4,960 | $661K |
| LGT Fund Management Co Ltd. | 0.08% | New | 4,900 | $653K |
| Park Place Capital Corp | 0.20% | Reduce -0.9% | 4,818 | $642K |
| Nicholas Wealth, LLC. | 0.45% | Add +47.1% | 4,774 | $636K |
| Frank, Rimerman Advisors LLC | 0.04% | New | 4,703 | $627K |
| Pearl River Capital, LLC | 0.10% | Add +79.7% | 4,693 | $625K |
| Sherbrooke Park Advisers LLC | 0.11% | Reduce -12.6% | 4,680 | $624K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -3.5% | 4,564 | $622K |
| Fulton Bank, N.A. | 0.03% | Reduce -21.8% | 4,640 | $618K |
| FJ Capital Management LLC | 0.06% | New | 4,636 | $618K |
| Renasant Bank | 0.42% | Add +6.6% | 4,632 | $617K |
| Eagle Global Advisors LLC | 0.03% | Reduce -25.0% | 4,500 | $600K |
| Natixis Investment Managers International | 0.04% | Add +14.0% | 4,470 | $596K |
| PAX Financial Group, LLC | 0.12% | Reduce -12.9% | 4,433 | $591K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 4,375 | $583K |
| Spire Wealth Management | 0.02% | Add +83.4% | 4,356 | $581K |
| Capstone Investment Advisors, LLC | 0.03% | Reduce -94.3% | 4,348 | $580K |
| Everhart Financial Group, Inc. | 0.15% | Add +20.9% | 4,337 | $578K |
| Personal Cfo Solutions, LLC | 0.09% | Add +19.3% | 4,327 | $577K |
| &partners | 0.02% | Add +97.7% | 4,250 | $567K |
| Choreo, LLC | 0.01% | New | 4,167 | $566K |
| TrinityBridge Ltd | 0.02% | No change | 4,230 | $564K |
| Prudential Financial Inc. | 0.00% | Reduce -70.5% | 4,226 | $563K |
| Raymond James Trust N.A. | 0.01% | Reduce -5.1% | 4,216 | $562K |
| Deerfield Management Company, L.P. | 0.01% | Add +81.2% | 4,175 | $556K |
| Private Advisor Group, LLC | 0.00% | Add +59.3% | 4,171 | $556K |
| BayBridge Capital Group, LLC | 0.43% | Add +1.9% | 4,116 | $549K |
| CoreFirst Bank & Trust | 0.37% | No change | 4,090 | $545K |
| Oak Thistle LLC | 0.40% | Add +35.6% | 4,056 | $541K |
| Investment Management Corp of Ontario | 0.01% | Reduce -1.8% | 4,051 | $540K |
| Aberdeen Group plc | 0.00% | Reduce -93.2% | 3,957 | $527K |
| Guinness Asset Management LTD | 0.01% | Reduce -7.7% | 3,934 | $524K |
| Kwmg, LLC | 0.06% | No change | 3,842 | $512K |
| Vestcor Inc | 0.02% | Add +41.4% | 3,841 | $512K |
| Keybank National Association | 0.00% | Add +7.8% | 3,765 | $502K |
| Nebula Research & Development LLC | 0.08% | Reduce -7.1% | 3,643 | $486K |
| Capital Asset Advisory Services LLC | 0.03% | Add +2.2% | 3,596 | $485K |
| Cerity Partners LLC | 0.00% | Add +10.6% | 3,592 | $479K |
| Inceptionr LLC | 0.13% | Add +2.8% | 3,581 | $477K |
| Corebridge Financial, Inc. | 0.00% | — | 3,547 | $473K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.7% | 3,540 | $472K |
| Teacher Retirement System of Texas | 0.00% | Reduce -50.4% | 3,507 | $467K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -51.2% | 3,462 | $461K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | No change | 3,461 | $461K |
| Hamilton Capital Partners Inc. | 0.05% | Reduce -17.1% | 3,353 | $447K |
| Stone Summit Wealth LLC | 0.16% | Reduce -1.5% | 3,350 | $446K |
| Norden Group LLC | 0.09% | Reduce -10.1% | 3,328 | $444K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.9% | 3,292 | $439K |
| Laurion Capital Management LP | 0.01% | Reduce -54.7% | 3,292 | $439K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -93.0% | 3,250 | $433K |
| Mutual Advisors, LLC | 0.01% | Add +32.3% | 2,960 | $430K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -30.9% | 3,195 | $426K |
| Naples Global Advisors, LLC | 0.04% | No change | 3,155 | $420K |
| Baird Financial Group, Inc. | 0.00% | Add +13.5% | 3,144 | $419K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +84.3% | 3,057 | $407K |
| Prelude Capital Management, LLC | 0.03% | Reduce -68.0% | 3,018 | $402K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -1.4% | 3,000 | $400K |
| Leo Wealth, LLC | 0.04% | Add +0.1% | 2,972 | $396K |
| Arete Wealth Advisors, LLC | 0.03% | New | 2,941 | $394K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -10.6% | 2,877 | $391K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +16.2% | 2,874 | $383K |
| Buttonwood Financial Advisors Inc. | 0.18% | Reduce -19.2% | 2,823 | $376K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -38.6% | 2,818 | $376K |
| Fernwood Investment Management, LLC | 0.12% | No change | 2,800 | $373K |
| Trueblood Wealth Management, LLC | 0.21% | Add +1.9% | 2,779 | $370K |
| Sheets Smith Wealth Management | 0.04% | New | 2,726 | $363K |
| First Hawaiian Bank | 0.01% | Reduce -5.3% | 2,688 | $358K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -0.1% | 2,659 | $354K |
| Bessemer Group Inc. | 0.00% | Add +17.7% | 2,644 | $352K |
| Dark Forest Capital Management LP | 0.06% | New | 2,565 | $342K |
| Rakuten Investment Management, Inc. | 0.00% | Add +71.7% | 2,481 | $337K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +30.5% | 2,183 | $334K |
| Cwm, LLC | 0.00% | Add +0.2% | 2,509 | $334K |
| Fulcrum Capital LLC | 0.08% | No change | 2,496 | $333K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -35.6% | 2,485 | $331K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +7.4% | 2,465 | $329K |
| Avitas Wealth Management LLC | 0.05% | Reduce -5.5% | 2,463 | $328K |
| Diametric Capital, LP | 0.18% | New | 2,460 | $328K |
| Lido Advisors, LLC | 0.00% | Add +39.5% | 2,439 | $325K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +5.2% | 2,430 | $324K |
| Wedbush Securities Inc. | 0.01% | Reduce -14.2% | 2,359 | $314K |
| Jones Financial Companies LLLP | 0.00% | New | 2,354 | $314K |
| USA Financial Formulas | 0.05% | Reduce -10.6% | 2,343 | $312K |
| Ieq Capital, LLC | 0.00% | Add +13.8% | 2,325 | $310K |
| IFP Advisors, Inc | 0.01% | Reduce -2.0% | 2,298 | $306K |
| QRG Capital Management, Inc. | 0.00% | Add +40.9% | 2,298 | $306K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -25.0% | 2,281 | $304K |
| Sienna Gestion | 0.03% | New | 2,217 | $295K |
| Yousif Capital Management, LLC | 0.00% | Add +2.6% | 2,207 | $294K |
| Oxbow Advisors, LLC | 0.04% | No change | 2,200 | $293K |
| Metis Global Partners, LLC | 0.01% | Add +5.0% | 2,178 | $290K |
| Caprock Group, LLC | 0.01% | New | 2,174 | $290K |
| Mather Group, Llc. | 0.00% | Add +1.4% | 2,175 | $289K |
| Crawford Investment Counsel Inc. | 0.01% | No change | 2,157 | $287K |
| Inscription Capital, LLC | 0.05% | Reduce -16.4% | 2,134 | $284K |
| DAVENPORT & Co LLC | 0.00% | New | 2,129 | $284K |
| Faithward Advisors, LLC | 0.05% | Reduce -6.3% | 2,125 | $283K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -47.4% | 2,123 | $283K |
| Whittier Trust Co. | 0.00% | No change | 2,113 | $282K |
| Equitable Holdings, Inc. | 0.00% | New | 2,111 | $281K |
| Group One Trading LLC | 0.01% | Reduce -59.0% | 2,100 | $280K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -41.1% | 2,089 | $278K |
| Jefferies Financial Group Inc. | 0.01% | New | 2,076 | $277K |
| Procyon Advisors, LLC | 0.02% | Add +17.0% | 2,075 | $277K |
| Bridges Investment Management Inc. | 0.00% | New | 2,051 | $273K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,000 | $267K |
| Prudential PLC | 0.00% | No change | 1,998 | $266K |
| Ascentis Independent Advisors | 0.06% | — | 1,989 | $265K |
| Vontobel Holding Ltd. | 0.00% | Reduce -16.1% | 1,966 | $262K |
| Cigna Investments Inc. | 0.05% | Add +8.0% | 1,886 | $251K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -47.3% | 1,864 | $248K |
| Breed's Hill Capital LLC | 0.22% | No change | 1,849 | $246K |
| Blue Barn Wealth, LLC | 0.14% | Add +10.4% | 1,846 | $246K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.5% | 1,814 | $242K |
| Simplicity Wealth,LLC | 0.01% | Reduce -0.5% | 1,814 | $242K |
| NewEdge Wealth, LLC | 0.01% | Reduce -28.5% | 1,805 | $241K |
| MQS Management LLC | 0.14% | Reduce -4.6% | 1,799 | $240K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.9% | 1,794 | $239K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 1,785 | $238K |
| Parallel Advisors, LLC | 0.01% | Add +4.3% | 1,768 | $236K |
| Fiduciary Group, LLC | 0.03% | No change | 1,765 | $235K |
| Wolverine Trading, LLC | 0.00% | New | 1,762 | $235K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,755 | $234K |
| Two Sigma Investments, LP | 0.00% | New | 1,722 | $230K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -33.2% | 1,717 | $229K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -6.3% | 1,671 | $223K |
| First Trust Direct Indexing L.P. | 0.01% | New | 1,656 | $221K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,630 | $217K |
| Americana Partners, LLC | 0.02% | Add +7.2% | 1,613 | $215K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 1,595 | $213K |
| Signaturefd, LLC | 0.00% | Add +35.3% | 1,570 | $209K |
| Machina Capital S.A.S. | 0.09% | Reduce -74.5% | 1,517 | $202K |
| Integrated Advisors Network LLC | 0.01% | New | 1,509 | $201K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | Add +1.0% | 1,335 | $178K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 1,277 | $170K |
| Ostrum Asset Management | 0.01% | Reduce -7.3% | 1,262 | $168K |
| West Paces Advisors Inc. | 0.04% | No change | 1,199 | $160K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,120 | $149K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -40.7% | 1,109 | $148K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.6% | 1,080 | $144K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.8% | 1,073 | $143K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,054 | $140K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 1,049 | $140K |
| Lanark Financial, Inc. | 0.01% | No change | 1,000 | $133K |
| Creekmur Asset Management LLC | 0.03% | Add +0.7% | 936 | $125K |
| Nemes Rush Group LLC | 0.02% | Add +191.6% | 869 | $116K |
| J.Safra Asset Management Corp | 0.01% | Add +192.4% | 813 | $108K |
| Quarry LP | 0.05% | Add +78.7% | 806 | $107K |
| Covestor Ltd | 0.07% | Add +505.3% | 793 | $106K |
| Allworth Financial LP | 0.00% | Add +44.2% | 698 | $103K |
| Loomis Sayles & Co. L P | 0.00% | Add +3.0% | 749 | $100K |
| Walleye Trading LLC | 0.00% | Reduce -90.6% | 706 | $94K |
| Canton Hathaway, LLC | 0.03% | No change | 700 | $93K |
| CI Investments Inc. | 0.00% | Add +21.1% | 690 | $92K |
| Quent Capital, LLC | 0.01% | No change | 690 | $92K |
| UMB Bank, n.a. | 0.00% | No change | 650 | $87K |
| Harbor Investment Advisory, LLC | 0.01% | Add +0.3% | 649 | $86K |
| Larson Financial Group LLC | 0.01% | New | 600 | $80K |
| HM Payson & Co. | 0.00% | No change | 600 | $80K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 585 | $78K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 525 | $70K |
| Dagco, Inc. | 0.03% | No change | 500 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 462 | $62K |
| Acadian Asset Management LLC | 0.00% | No change | 460 | $61K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.7% | 449 | $60K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.8% | 442 | $59K |
| PEAK6 Investments LLC | 0.00% | New | 425 | $57K |
| Salem Investment Counselors Inc. | 0.00% | No change | 415 | $55K |
| Huntington National Bank | 0.00% | Add +54.3% | 415 | $55K |
| Lindbrook Capital, LLC | 0.01% | Add +22.6% | 413 | $55K |
| Bokf, NA | 0.00% | Reduce -7.3% | 407 | $54K |
| Key Financial Inc | 0.01% | New | 400 | $53K |
| Simplex Trading, LLC | 0.00% | Reduce -93.8% | 370 | $49K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 350 | $47K |
| West Oak Capital, LLC | 0.02% | Add +40.0% | 350 | $47K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 350 | $47K |
| Westpac Banking Corp. | 0.00% | Reduce -98.3% | 332 | $44K |
| Ibex Wealth Advisors | 0.01% | New | 328 | $44K |
| Kelly Financial Services LLC | 0.02% | No change | 326 | $43K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 300 | $40K |
| Rise Advisors, LLC | 0.02% | Add +1.4% | 298 | $40K |
| Silicon Valley Capital Partners | 0.01% | Add +1.4% | 296 | $40K |
| Global Retirement Partners, LLC | 0.00% | Add +10.7% | 290 | $39K |
| Smartleaf Asset Management LLC | 0.01% | Add +76.8% | 244 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +10.8% | 246 | $33K |
| Hartford Financial Management Inc. | 0.01% | Reduce -19.7% | 241 | $32K |
| Arlington Trust Co LLC | 0.01% | Reduce -18.4% | 231 | $31K |
| Riverview Trust Co | 0.03% | No change | 218 | $29K |
| GW&K Investment Management, LLC | 0.00% | No change | 220 | $29K |
| Hexagon Capital Partners LLC | 0.01% | Add +7.7% | 211 | $28K |
| Quadrant Capital Group LLC | 0.00% | Add +2.9% | 211 | $28K |
| Compass Wealth Management LLC | 0.01% | No change | 210 | $28K |
| Private Trust Co. NA | 0.00% | Reduce -1.0% | 202 | $27K |
| CVA Family Office, LLC | 0.00% | Add +2.0% | 199 | $27K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +326.8% | 175 | $23K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 160 | $21K |
| Bruce G. Allen Investments, LLC | 0.02% | New | 158 | $21K |
| Raffa Wealth Management, LLC | 0.01% | Add +77.3% | 156 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 153 | $20K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -87.3% | 145 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 145 | $19K |
| Triad Wealth Partners, LLC | 0.01% | New | 144 | $19K |
| Cetera Trust Company, N.A | 0.01% | Reduce -95.8% | 125 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 117 | $16K |
| Global Financial Private Client, LLC | 0.01% | No change | 115 | $15K |
| Redmont Wealth Advisors LLC | 0.02% | New | 111 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +109.1% | 92 | $12K |
| GAMMA Investing LLC | 0.00% | Add +9.8% | 90 | $12K |
| Hollencrest Capital Management | 0.00% | Reduce -71.8% | 74 | $10K |
| Sunbelt Securities, Inc. | 0.00% | New | 72 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +1066.7% | 70 | $9K |
| Tyler-Stone Wealth Management | 0.00% | Reduce -10.7% | 67 | $9K |
| WASHINGTON TRUST Co | 0.00% | New | 62 | $8K |
| Meeder Asset Management Inc. | 0.00% | Add +5.3% | 60 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $7K |
| Valley National Advisers Inc. | 0.00% | Add +12.0% | 56 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 50 | $7K |
| Opal Wealth Advisors, LLC | 0.00% | New | 47 | $6K |
| M&R Capital Management Inc. | 0.00% | No change | 47 | $6K |
| Bogart Wealth, LLC | 0.00% | New | 45 | $6K |
| Kings Path Partners LLC | 0.00% | — | 44 | $6K |
| First Financial Corp. | 0.00% | No change | 42 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 40 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -11.1% | 40 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -93.7% | 39 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | — | 38 | $5K |
| Blue Trust, Inc. | 0.00% | Add +33.3% | 36 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 35 | $5K |
| Raleigh Capital Management Inc. | 0.00% | No change | 35 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 28 | $4K |
| Continuum Advisory, LLC | 0.00% | Add +16.7% | 28 | $4K |
| Financial Connections Group, Inc. | 0.00% | No change | 30 | $3K |
| Avion Wealth | 0.00% | Add +38.9% | 25 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 22 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 21 | $3K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 20 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 16 | $2K |
| Penserra Capital Management LLC | 0.00% | Reduce -99.6% | 15 | $2K |
| Zions Bancorporation, N.A. | 0.00% | New | 14 | $2K |
| Abound Wealth Management | 0.00% | Reduce -13.3% | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +1000.0% | 11 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 9 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $1K |
| First PREMIER Bank | 0.00% | No change | 4 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +40.0% | 7 | $937 |
| Fairman Group, LLC | 0.00% | No change | 7 | $933 |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $933 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $800 |
| Wolff Wiese Magana LLC | 0.00% | No change | 5 | $667 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $534 |
| WR Wealth Planners, LLC | 0.00% | No change | 2 | $267 |
| Innealta Capital, LLC | 0.00% | New | 2 | $266 |
| Sachetta, LLC | 0.00% | New | 1 | $150 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $134 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1 | $122 |
| Strategic Financial Concepts, LLC | 0.00% | New | 11,446 | $77 |
| Lazard Asset Management LLC | 0.00% | New | 4 | $0 |
"% 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.