Ares Management Corp. Class AARES
13F holders, Q3 2024 (September 30)659holders +42
104new positions
66sold out
5famous investors
$156.30avg. 13F price*
At the end of Q3 2024, 659 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 42 from Q2 2024. 104 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($2.8B), Wellington Management Group LLP ($2.7B) and Sumitomo Mitsui Financial Group, Inc. ($2.1B). 5 famous investors held it, including Stephen Mandel (2.4% of Lone Pine Capital's portfolio), Israel Englander (0.0% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $372.0M |
| Exits | 66 | $194.1M |
All 13F filers, Q2 2024 → Q3 2024: 12,607,779 shares bought and 9,083,589 shares sold, net +3,524,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Vanguard Group Inc. | 0.05% | Reduce -0.7% | 17,899,961 | $2.8B |
| Wellington Management Group LLP | 0.47% | Reduce -8.1% | 17,145,631 | $2.7B |
| Sumitomo Mitsui Financial Group, Inc. | 46.83% | No change | 13,364,740 | $2.1B |
| BlackRock, Inc. | 0.04% | — | 12,805,456 | $2.0B |
| Capital World Investors | 0.25% | No change | 10,529,860 | $1.6B |
| JPMorgan Chase & Co. | 0.10% | Add +9.0% | 8,244,179 | $1.3B |
| FMR LLC | 0.06% | Add +1.0% | 6,301,709 | $982.1M |
| Massachusetts Financial Services Co. | 0.24% | Add +0.0% | 5,059,771 | $788.5M |
| Capital International Investors | 0.15% | Reduce -2.0% | 4,950,350 | $771.5M |
| Franklin Resources Inc. | 0.17% | Add +0.5% | 3,678,177 | $600.8M |
| State Street Corp. | 0.02% | Add +5.1% | 3,826,479 | $596.3M |
| Brown Advisory Inc. | 0.67% | Add +3165.6% | 3,425,294 | $533.8M |
| Bank of America Corp. | 0.04% | Add +16.6% | 3,226,927 | $502.9M |
| Geode Capital Management, LLC | 0.04% | Add +6.3% | 2,950,451 | $459.6M |
| Invesco Ltd. | 0.09% | Add +9.3% | 2,921,767 | $455.3M |
| Principal Financial Group Inc. | 0.24% | Add +31.3% | 2,849,737 | $444.1M |
| LRI Investments, LLC | 42.62% | Reduce -7.9% | 2,599,176 | $439.3M |
| Morgan Stanley | 0.03% | Add +44.2% | 2,741,549 | $427.2M |
| American Century Companies Inc. | 0.23% | Add +8.7% | 2,518,524 | $392.5M |
| Norges Bank | 0.05% | Add +1.0% | 2,346,589 | $365.7M |
| Lone Pine Capital | 2.39% | Add +30.3% | 2,051,816 | $319.8M |
| CIBC Private Wealth Group LLC | 0.52% | Reduce -1.1% | 1,864,605 | $290.6M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -0.9% | 1,719,428 | $268.0M |
| Curated Wealth Partners LLC | 33.04% | Reduce -0.1% | 1,657,157 | $258.3M |
| Canada Pension Plan Investment Board | 0.23% | Reduce -1.3% | 1,561,097 | $243.3M |
| Eagle Asset Management Inc. | 1.17% | Add +26.4% | 1,344,383 | $229.1M |
| Corient Private Wealth LP | 0.29% | Reduce -3.6% | 1,175,879 | $183.2M |
| M&G PLC | 1.12% | Add +13.5% | 1,152,239 | $179.7M |
| Hamlin Capital Management, LLC | 4.34% | Reduce -4.5% | 1,108,619 | $172.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +20.9% | 1,055,584 | $164.5M |
| Northern Trust Corp. | 0.03% | Add +5.2% | 1,044,520 | $162.8M |
| Westfield Capital Management Co. LP | 0.70% | Add +0.0% | 992,474 | $154.7M |
| Clearbridge Investments, LLC | 0.12% | New | 984,560 | $153.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -38.1% | 883,895 | $137.7M |
| Legal & General Group Plc | 0.04% | Add +7.3% | 876,614 | $136.6M |
| Janus Henderson Group PLC | 0.07% | Reduce -0.8% | 869,014 | $135.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -0.4% | 865,653 | $134.9M |
| Peregrine Capital Management LLC | 3.97% | Reduce -1.2% | 844,587 | $131.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +11.9% | 807,971 | $125.9M |
| Artisan Partners Limited Partnership | 0.18% | New | 781,900 | $121.9M |
| Boston Partners | 0.13% | Reduce -36.0% | 724,422 | $112.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.6% | 682,985 | $106.4M |
| Vulcan Value Partners, LLC | 1.78% | Reduce -40.3% | 682,442 | $106.4M |
| Ameriprise Financial Inc. | 0.03% | Add +16.6% | 658,603 | $102.6M |
| Truist Financial Corp. | 0.16% | Add +3.9% | 642,171 | $100.1M |
| Quilter Plc | 2.00% | Reduce -1.6% | 627,973 | $97.9M |
| Federated Hermes, Inc. | 0.21% | Reduce -4.0% | 600,000 | $93.5M |
| Neuberger Berman Group LLC | 0.07% | Reduce -10.9% | 557,039 | $86.8M |
| UBS Group AG | 0.02% | Reduce -12.7% | 511,056 | $79.6M |
| Perpetual Ltd | 0.85% | Reduce -4.9% | 500,900 | $78.1M |
| Royal Bank of Canada | 0.02% | Add +32.6% | 496,973 | $77.4M |
| Barclays PLC | 0.03% | Add +42.4% | 435,103 | $67.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.3% | 434,518 | $67.7M |
| Raymond James & Associates | 0.04% | Add +16.6% | 430,256 | $67.1M |
| Wells Fargo & Company | 0.02% | Add +29.6% | 408,164 | $63.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +2.8% | 406,363 | $63.3M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -30.0% | 377,852 | $58.9M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1.70% | Add +0.8% | 346,861 | $54.1M |
| California Public Employees Retirement System | 0.04% | Add +9.1% | 330,089 | $51.4M |
| FIL Ltd | 0.05% | Add +4.3% | 328,936 | $51.3M |
| HMI Capital Management, L.P. | 2.04% | Reduce -63.9% | 315,472 | $49.2M |
| 1832 Asset Management L.P. | 0.08% | Reduce -9.7% | 308,912 | $48.1M |
| Keystone Investors Pte Ltd. | 3.25% | Reduce -22.9% | 284,809 | $44.4M |
| Partners Group Holding AG | 2.76% | Add +6.2% | 275,210 | $42.9M |
| California State Teachers Retirement System | 0.05% | Add +0.8% | 268,760 | $41.9M |
| National Pension Service | 0.04% | No change | 260,600 | $40.6M |
| Rhumbline Advisers | 0.03% | Add +4.1% | 244,378 | $38.1M |
| Segall Bryant & Hamill, LLC | 0.49% | Add +14.0% | 230,010 | $35.8M |
| Macquarie Group Ltd. | 0.04% | Reduce -13.4% | 218,789 | $34.1M |
| Sei Investments Co. | 0.04% | Add +255.7% | 216,554 | $33.7M |
| National Bank of Canada | 0.04% | Add +4.0% | 214,976 | $33.5M |
| Deutsche Bank AG | 0.01% | Reduce -38.9% | 210,951 | $32.9M |
| Vaughan Nelson Investment Management, L.P. | 0.27% | Reduce -0.2% | 192,303 | $30.0M |
| Balyasny Asset Management L.P. | 0.07% | Add +2892.0% | 182,094 | $28.4M |
| Angeles Wealth Management, LLC | 2.33% | Reduce -0.1% | 173,341 | $27.0M |
| Cat Rock Capital Management LP | 3.02% | Reduce -34.7% | 171,195 | $26.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.29% | Reduce -10.0% | 170,277 | $26.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -4.6% | 167,993 | $26.2M |
| United Capital Financial Advisors, LLC | 0.22% | Reduce -9.3% | 167,751 | $26.1M |
| Amundi | 0.01% | Reduce -13.1% | 169,645 | $26.0M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +0.1% | 155,971 | $24.3M |
| Millennium Management | 0.02% | Reduce -91.1% | 154,853 | $24.1M |
| Stifel Financial Corp. | 0.02% | Add +10.7% | 152,000 | $23.7M |
| Blue Whale Capital LLP | 1.74% | New | 143,563 | $22.4M |
| First Trust Advisors LP | 0.02% | Reduce -16.6% | 141,203 | $22.0M |
| Overbrook Management Corp | 4.79% | Add +42.2% | 133,995 | $20.9M |
| Ensign Peak Advisors, Inc | 0.04% | Add +3.0% | 133,303 | $20.8M |
| Northern Right Capital Management, L.P. | 7.68% | Add +1.2% | 132,440 | $20.6M |
| Payden & Rygel | 1.56% | Add +51.0% | 129,900 | $20.2M |
| Susquehanna International Group, LLP | 0.03% | Add +397.9% | 128,741 | $20.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.5% | 124,139 | $19.3M |
| Royal London Asset Management Ltd. | 0.05% | Add +7.2% | 123,592 | $19.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.4% | 122,594 | $19.1M |
| Dearborn Partners LLC | 0.77% | Reduce -3.5% | 121,447 | $18.9M |
| BNP Paribas Financial Markets | 0.02% | Add +122.5% | 121,222 | $18.9M |
| Janney Montgomery Scott LLC | 0.05% | Add +8.1% | 121,159 | $18.9M |
| Citadel Advisors | 0.02% | Reduce -42.4% | 115,105 | $17.9M |
| Voya Investment Management LLC | 0.02% | Reduce -8.7% | 111,220 | $17.3M |
| DNB Asset Management AS | 0.08% | Add +5.0% | 109,354 | $17.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -0.1% | 107,868 | $16.8M |
| State of Wisconsin Investment Board | 0.04% | Reduce -11.8% | 104,969 | $16.4M |
| New York State Common Retirement Fund | 0.02% | Reduce -36.6% | 102,348 | $15.9M |
| LPL Financial LLC | 0.01% | Add +56.2% | 99,175 | $15.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +2.0% | 98,091 | $15.3M |
| Gradient Investments LLC | 0.30% | Reduce -20.3% | 92,380 | $14.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | Add +5.7% | 92,101 | $14.4M |
| Korea Investment CORP | 0.03% | Reduce -15.2% | 92,015 | $14.3M |
| Hilton Capital Management, LLC | 1.07% | Add +0.9% | 88,686 | $13.8M |
| Fred Alger Management, LLC | 0.07% | Add +67.7% | 87,659 | $13.7M |
| Benjamin Edwards Inc. | 0.20% | Add +1269.8% | 87,130 | $13.6M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -3.1% | 86,438 | $13.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.1% | 83,503 | $13.0M |
| HSBC Holdings PLC | 0.01% | Add +5.8% | 83,330 | $13.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +15.0% | 80,120 | $12.5M |
| Treasurer of the State of North Carolina | 0.05% | Add +3.0% | 79,975 | $12.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -66.4% | 79,093 | $12.3M |
| Polar Capital Holdings Plc | 0.06% | No change | 78,986 | $12.3M |
| Blair William & Co. | 0.03% | Add +13.1% | 76,213 | $11.9M |
| Ancora Advisors LLC | 0.27% | Add +5.9% | 76,148 | $11.9M |
| Danske Bank A/S | 0.04% | Add +16.1% | 75,853 | $11.8M |
| Pictet Asset Management Holding SA | 0.01% | Add +14.6% | 74,512 | $11.6M |
| Nicholas Investment Partners, LP | 1.15% | No change | 72,500 | $11.3M |
| Beck Mack & Oliver LLC | 0.21% | Reduce -1.7% | 70,870 | $11.0M |
| Capital Investment Counsel, LLC | 1.90% | Add +1.2% | 70,572 | $11.0M |
| Lord, Abbett & Co. LLC | 0.04% | Reduce -1.4% | 70,467 | $11.0M |
| Storebrand Asset Management As | 0.03% | Add +0.9% | 69,333 | $10.8M |
| Asset Management One Co., Ltd. | 0.04% | Add +4.1% | 68,791 | $10.7M |
| Cetera Investment Advisers | 0.02% | Reduce -13.9% | 68,662 | $10.7M |
| Kennedy Capital Management LLC | 0.23% | Reduce -14.3% | 67,176 | $10.5M |
| Forsta Ap-Fonden | 0.08% | Add +25.9% | 67,100 | $10.5M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -2.6% | 66,950 | $10.4M |
| Victory Capital Management Inc. | 0.01% | Add +6.5% | 65,417 | $10.2M |
| Townsquare Capital LLC | 0.12% | Add +4.1% | 64,014 | $10.0M |
| iA Global Asset Management Inc. | 0.17% | New | 62,610 | $9.8M |
| Citigroup Inc. | 0.01% | Add +36.9% | 61,170 | $9.5M |
| Jane Street Group, LLC | 0.02% | Add +474.5% | 60,000 | $9.4M |
| Picton Mahoney Asset Management | 0.36% | New | 59,873 | $9.3M |
| 2Xideas AG | 1.21% | Reduce -31.6% | 57,572 | $9.0M |
| Grandeur Peak Global Advisors, LLC | 0.74% | Reduce -21.3% | 57,166 | $8.9M |
| Stephens Inc. | 0.12% | Add +3.5% | 55,686 | $8.7M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +3.3% | 55,590 | $8.7M |
| Handelsbanken Fonder AB | 0.03% | Reduce -4.2% | 53,881 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +338.6% | 53,516 | $8.3M |
| Arizona State Retirement System | 0.05% | Add +7.5% | 53,262 | $8.3M |
| Crawford Investment Counsel Inc. | 0.14% | Add +2368.4% | 53,243 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 52,657 | $8.2M |
| Cumberland Partners Ltd | 0.56% | Reduce -21.9% | 51,515 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -1.1% | 50,954 | $7.9M |
| Incline Global Management LLC | 3.47% | Reduce -32.9% | 50,161 | $7.8M |
| Coastal Bridge Advisors, LLC | 1.91% | Reduce -1.5% | 49,500 | $7.7M |
| Edgestream Partners, L.P. | 0.33% | Reduce -32.4% | 48,114 | $7.5M |
| Capital International, Inc. | 0.09% | No change | 47,140 | $7.3M |
| MML Investors Services, LLC | 0.03% | Add +15.6% | 46,999 | $7.3M |
| Aberdeen Group plc | 0.01% | Add +1085.0% | 46,892 | $7.3M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -0.5% | 46,748 | $7.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.0% | 46,365 | $7.2M |
| Comerica Bank | 0.03% | Add +2.7% | 46,146 | $7.2M |
| Capital Research Global Investors | 0.00% | No change | 45,670 | $7.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 45,000 | $7.0M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -3.0% | 44,740 | $7.0M |
| Jackson Wealth Management, LLC | 0.81% | Add +77.6% | 43,530 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.8% | 43,421 | $6.8M |
| Portland Investment Counsel Inc. | 2.37% | No change | 42,393 | $6.6M |
| Triasima Portfolio Management inc. | 1.48% | Reduce -20.3% | 42,350 | $6.6M |
| Assetmark, Inc. | 0.02% | Add +65.7% | 41,509 | $6.5M |
| BNP Paribas | 0.26% | Add +13.0% | 40,342 | $6.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +17.1% | 39,794 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +13.6% | 39,601 | $6.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -3.4% | 38,622 | $6.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | — | 37,000 | $5.8M |
| Sterling Capital Management LLC | 0.07% | — | 36,765 | $5.7M |
| USS Investment Management Ltd | 0.04% | Add +0.1% | 36,517 | $5.7M |
| Running Point Capital Advisors, LLC | 2.19% | No change | 36,409 | $5.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +2.1% | 35,014 | $5.5M |
| Omnia Family Wealth, LLC | 2.34% | No change | 35,000 | $5.5M |
| Meridian Wealth Management, LLC | 0.27% | Add +7.3% | 34,965 | $5.4M |
| Royce & Associates LP | 0.05% | Reduce -39.3% | 34,800 | $5.4M |
| IFM Investors Pty Ltd | 0.05% | Add +1.0% | 34,713 | $5.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +19.6% | 34,631 | $5.4M |
| STRS Ohio | 0.02% | Reduce -22.7% | 34,300 | $5.3M |
| Chase Investment Counsel Corp. | 1.75% | Add +2.1% | 33,795 | $5.3M |
| NewEdge Advisors, LLC | 0.03% | Add +5.8% | 33,121 | $5.2M |
| Silvant Capital Management LLC | 0.22% | New | 32,755 | $5.1M |
| Xponance LLC | 0.05% | Add +0.5% | 32,495 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Add +1.5% | 32,452 | $5.1M |
| RDST Capital LLC | 1.11% | Reduce -29.4% | 31,650 | $4.9M |
| Pallas Capital Advisors LLC | 0.21% | Reduce -3.3% | 28,792 | $4.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -10.2% | 31,024 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 30,774 | $4.8M |
| Prosperity Consulting Group, LLC | 0.37% | Reduce -9.4% | 30,746 | $4.8M |
| Utah Retirement Systems | 0.05% | Add +3.8% | 30,300 | $4.7M |
| Coastline Trust Co | 0.54% | Add +10.6% | 29,755 | $4.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -77.9% | 29,638 | $4.6M |
| Maltese Capital Management LLC | 0.74% | New | 29,000 | $4.5M |
| TD Asset Management Inc | 0.00% | Add +2.4% | 28,016 | $4.4M |
| Osprey Private Wealth LLC | 3.03% | — | 27,765 | $4.3M |
| EP Wealth Advisors, LLC | 0.04% | Add +16.8% | 26,962 | $4.2M |
| Richard Bernstein Advisors LLC | 0.09% | No change | 26,865 | $4.2M |
| KBC Group NV | 0.01% | Add +3.6% | 26,780 | $4.2M |
| Alps Advisors Inc. | 0.03% | Reduce -4.1% | 26,255 | $4.1M |
| Alliance Wealth Advisors, LLC | 1.07% | Add +4.5% | 26,101 | $4.1M |
| Great Diamond Partners, LLC | 1.02% | Reduce -12.9% | 25,715 | $4.0M |
| Fifth Third Bancorp | 0.01% | Add +81.8% | 25,172 | $3.9M |
| EFG Asset Management (North America) Corp. | 0.65% | Reduce -3.3% | 25,047 | $3.9M |
| Public Sector Pension Investment Board | 0.02% | Add +2.9% | 24,354 | $3.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.7% | 24,028 | $3.8M |
| Aviva PLC | 0.01% | Reduce -66.6% | 23,169 | $3.6M |
| Toronto Dominion Bank | 0.01% | Add +31.1% | 22,750 | $3.5M |
| Schroder Investment Management Group | 0.00% | Add +44.2% | 22,220 | $3.5M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +9.5% | 22,359 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +6.0% | 22,293 | $3.5M |
| Bank of Montreal | 0.00% | Add +4.5% | 22,118 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -3.2% | 22,151 | $3.5M |
| EFG Asset Management (Americas) Corp. | 0.66% | Reduce -9.4% | 21,603 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -36.1% | 21,322 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +145.3% | 21,322 | $3.3M |
| Creative Planning | 0.00% | Add +13.7% | 20,957 | $3.3M |
| Leavell Investment Management, Inc. | 0.16% | Add +1.3% | 20,882 | $3.3M |
| Sumitomo Life Insurance Co. | 0.06% | Reduce -9.4% | 20,678 | $3.2M |
| Apollon Wealth Management, LLC | 0.09% | Add +1.5% | 20,348 | $3.2M |
| Man Group plc | 0.01% | Reduce -3.9% | 18,968 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +7.3% | 18,916 | $2.9M |
| FORA Capital, LLC | 0.35% | Reduce -33.1% | 18,849 | $2.9M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 18,805 | $2.9M |
| Quantbot Technologies LP | 0.11% | Reduce -31.4% | 18,633 | $2.9M |
| M&T Bank Corp | 0.01% | Reduce -1.9% | 18,113 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -20.1% | 17,832 | $2.8M |
| Jennison Associates LLC | 0.00% | Add +6.0% | 17,635 | $2.7M |
| First Manhattan Co. Llc. | 0.01% | No change | 17,545 | $2.7M |
| Argent Trust Co | 0.11% | Reduce -3.7% | 17,494 | $2.7M |
| Lake Street Advisors Group, LLC | 0.13% | Reduce -65.0% | 17,425 | $2.7M |
| Itau Unibanco Holding S.A. | 0.09% | Reduce -10.3% | 17,421 | $2.7M |
| Camarda Financial Advisors, LLC | 1.01% | Reduce -1.5% | 17,333 | $2.7M |
| LYNX Capital Group Ltd. | 1.71% | Reduce -21.4% | 16,926 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -14.2% | 16,882 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | Add +6.3% | 16,846 | $2.6M |
| River Road Asset Management, LLC | 0.03% | Reduce -54.3% | 16,755 | $2.6M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 16,748 | $2.6M |
| US Bancorp \de | 0.00% | Add +4.5% | 16,727 | $2.6M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +4.4% | 16,513 | $2.6M |
| SpiderRock Advisors, LLC | 0.06% | Reduce -1.2% | 16,453 | $2.6M |
| Quantinno Capital Management LP | 0.03% | Add +4.0% | 16,441 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +26.5% | 15,905 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -57.2% | 15,883 | $2.5M |
| Diversified Trust Co. | 0.06% | New | 15,788 | $2.5M |
| Institute for Wealth Management, LLC. | 0.31% | Add +6.0% | 15,561 | $2.4M |
| Hunting Hill Global Capital, LLC | 3.34% | No change | 15,257 | $2.4M |
| HRT Financial LP | 0.01% | New | 15,204 | $2.4M |
| Knollwood Investment Advisory, LLC | 0.25% | No change | 15,100 | $2.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +15.7% | 14,928 | $2.3M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -2.5% | 14,573 | $2.3M |
| Gulf International Bank (UK) Ltd | 0.06% | Add +8.0% | 14,494 | $2.3M |
| Paragon Advisors, LLC | 0.72% | Add +4.2% | 14,229 | $2.2M |
| Painted Porch Advisors LLC | 1.12% | No change | 14,148 | $2.2M |
| Morse Asset Management, Inc | 0.48% | Add +0.7% | 14,035 | $2.2M |
| Harbor Advisors LLC | 0.37% | No change | 14,000 | $2.2M |
| Chesley Taft & Associates LLC | 0.10% | Reduce -8.0% | 13,962 | $2.2M |
| Mackenzie Financial Corp. | 0.00% | Add +2.2% | 13,820 | $2.2M |
| Natixis | 0.01% | Add +15.8% | 13,529 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +12.1% | 13,397 | $2.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +16.7% | 13,387 | $2.1M |
| &partners | 0.04% | Add +213.6% | 13,328 | $2.1M |
| Nordea Investment Management AB | 0.00% | No change | 13,182 | $2.1M |
| Valeo Financial Advisors, LLC | 0.06% | Add +0.2% | 13,190 | $2.1M |
| DSM Capital Partners LLC | 0.03% | Reduce -1.6% | 13,178 | $2.1M |
| Virtu Financial LLC | 0.11% | New | 13,066 | $2.0M |
| Northeast Financial Consultants Inc | 0.09% | No change | 13,042 | $2.0M |
| Laurion Capital Management LP | 0.13% | Add +294.5% | 12,986 | $2.0M |
| Eisler Capital (UK) Ltd. | 0.48% | New | 12,941 | $2.0M |
| AIA Group Ltd | 0.05% | Add +7.6% | 12,800 | $2.0M |
| Tidal Investments LLC | 0.02% | Add +9.3% | 12,798 | $2.0M |
| Ossiam | 0.04% | Add +1.5% | 12,653 | $2.0M |
| Teza Capital Management LLC | 0.22% | Add +54.7% | 12,629 | $2.0M |
| Amalgamated Bank | 0.02% | Add +1.3% | 12,205 | $1.9M |
| National Philanthropic Trust | 0.03% | No change | 12,101 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +137.0% | 11,987 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +53.8% | 10,620 | $1.9M |
| Access Financial Services, Inc. | 0.83% | Reduce -0.3% | 11,572 | $1.8M |
| Gardner Lewis Asset Management L P | 0.51% | New | 11,545 | $1.8M |
| Point72 Asset Management | 0.01% | New | 11,538 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +0.7% | 11,538 | $1.8M |
| Advisory Research Inc. | 0.31% | Reduce -4.7% | 11,342 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.9% | 10,669 | $1.7M |
| Heard Capital LLC | 0.10% | No change | 11,150 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.6% | 11,146 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +12.6% | 11,146 | $1.7M |
| Fiera Capital Corp | 0.01% | Reduce -0.5% | 11,083 | $1.7M |
| RFG Advisory, LLC | 0.05% | Add +40.4% | 10,969 | $1.7M |
| Cibc World Markets Corp. | 0.01% | Add +11.4% | 10,833 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -24.1% | 10,550 | $1.6M |
| Intech Investment Management LLC | 0.02% | Reduce -11.2% | 10,439 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +181.7% | 10,117 | $1.6M |
| Credit Agricole S A | 0.01% | Add +1.2% | 9,957 | $1.6M |
| Genesee Capital Advisors, LLC | 0.75% | Reduce -6.6% | 9,938 | $1.5M |
| FJ Capital Management LLC | 0.16% | Add +111.5% | 9,805 | $1.5M |
| Parcion Private Wealth LLC | 0.12% | New | 9,381 | $1.5M |
| Williamson Legacy Group, LLC | 0.98% | Reduce -35.4% | 9,365 | $1.5M |
| Affinity Wealth Management LLC | 0.26% | Reduce -2.1% | 9,232 | $1.4M |
| Mariner, LLC | 0.00% | Add +13.3% | 9,207 | $1.4M |
| Bank of Nova Scotia | 0.00% | Add +2.3% | 9,012 | $1.4M |
| Landscape Capital Management, L.L.C. | 0.14% | New | 8,918 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -4.9% | 8,748 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.1% | 8,567 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Add +15.1% | 7,924 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.0% | 8,412 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 7,862 | $1.2M |
| Regions Financial Corp. | 0.01% | New | 7,712 | $1.2M |
| Granite FO LLC | 0.68% | No change | 7,705 | $1.2M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Reduce -59.2% | 7,579 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +39.9% | 7,563 | $1.2M |
| Rathbones Group PLC | 0.01% | Add +2.9% | 7,562 | $1.2M |
| Quantitative Investment Management, LLC | 0.12% | New | 7,564 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -17.3% | 7,451 | $1.2M |
| Mattson Financial Services, LLC | 0.41% | Reduce -0.7% | 8,658 | $1.2M |
| Inceptionr LLC | 0.28% | Add +105.5% | 7,359 | $1.1M |
| Portside Wealth Group, LLC | 0.19% | Reduce -1.4% | 7,318 | $1.1M |
| SG Americas Securities, LLC | 0.00% | New | 7,305 | $1.1M |
| Parnassus Investments, LLC | 0.00% | Add +9.3% | 7,166 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.9% | 7,130 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +3.7% | 7,064 | $1.1M |
| Cynosure Group, LLC | 0.16% | Reduce -15.8% | 7,026 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +7.4% | 7,020 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +288.6% | 7,015 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.4% | 6,392 | $1.1M |
| Secure Asset Management, LLC | 0.18% | Add +3.3% | 6,798 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Add +5.4% | 6,767 | $1.1M |
| Bfsg, LLC | 0.12% | Reduce -16.7% | 6,724 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +1.6% | 6,484 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +95.9% | 6,450 | $1.0M |
| Dudley Capital Management, LLC | 0.51% | No change | 6,200 | $966K |
| Investment Management Corp of Ontario | 0.02% | Add +51.8% | 6,151 | $959K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +4.9% | 6,080 | $948K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 6,067 | $945K |
| Citizens Financial Group Inc. | 0.02% | Add +2.1% | 5,872 | $915K |
| Raymond James Trust N.A. | 0.02% | Add +38.3% | 5,832 | $909K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -31.7% | 5,818 | $907K |
| TD Private Client Wealth LLC | 0.03% | New | 5,807 | $905K |
| Gsa Capital Partners LLP | 0.07% | New | 5,775 | $900K |
| Nicholas Wealth, LLC. | 0.56% | Add +20.8% | 5,765 | $898K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.4% | 5,762 | $898K |
| AXA S.A. | 0.00% | Add +4.2% | 5,668 | $883K |
| Farther Finance Advisors, LLC | 0.03% | Add +22.8% | 5,606 | $874K |
| Advisor OS, LLC | 0.09% | New | 5,574 | $869K |
| XTX Topco Ltd | 0.06% | Reduce -71.9% | 5,525 | $861K |
| First Citizens Bank & Trust Co. | 0.02% | Add +6.4% | 5,400 | $842K |
| Jones Financial Companies LLLP | 0.00% | Add +127.7% | 5,359 | $841K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 5,342 | $832K |
| Tritonpoint Wealth, LLC | 0.07% | Add +3.0% | 5,234 | $821K |
| Principal Securities, Inc. | 0.02% | Add +3.5% | 5,223 | $814K |
| Klingman & Associates, LLC | 0.05% | New | 5,198 | $810K |
| Everhart Financial Group, Inc. | 0.18% | Add +18.5% | 5,140 | $801K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.1% | 5,038 | $785K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.5% | 5,032 | $784K |
| Norden Group LLC | 0.09% | Add +50.4% | 5,006 | $780K |
| ArrowMark Colorado Holdings LLC | 0.01% | No change | 4,998 | $779K |
| LGT Fund Management Co Ltd. | 0.08% | No change | 4,900 | $774K |
| Choreo, LLC | 0.01% | Add +18.4% | 4,935 | $771K |
| Infrastructure Capital Advisors, LLC | 0.13% | Reduce -1.2% | 4,941 | $770K |
| Spire Wealth Management | 0.03% | Add +10.8% | 4,828 | $752K |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 4,781 | $745K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -79.7% | 4,781 | $745K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -9.6% | 4,757 | $741K |
| Frank, Rimerman Advisors LLC | 0.05% | Add +0.1% | 4,710 | $734K |
| Prudential Financial Inc. | 0.00% | Add +10.4% | 4,664 | $727K |
| Fulton Bank, N.A. | 0.03% | Add +0.5% | 4,663 | $727K |
| Mutual Advisors, LLC | 0.02% | Add +43.1% | 4,236 | $724K |
| Hamilton Capital Partners Inc. | 0.06% | Add +35.8% | 4,553 | $710K |
| Belpointe Asset Management LLC | 0.04% | Reduce -16.9% | 4,547 | $709K |
| Eagle Global Advisors LLC | 0.03% | No change | 4,500 | $701K |
| Natixis Investment Managers International | 0.05% | No change | 4,470 | $697K |
| TrueMark Investments, LLC | 0.22% | Reduce -41.3% | 4,467 | $696K |
| Caldwell Investment Management Ltd. | 0.48% | Reduce -30.2% | 4,400 | $690K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 4,375 | $682K |
| Personal Cfo Solutions, LLC | 0.09% | Add +0.5% | 4,348 | $678K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +103.3% | 4,315 | $672K |
| Private Advisor Group, LLC | 0.00% | Add +2.6% | 4,279 | $667K |
| Keybank National Association | 0.00% | Add +12.5% | 4,234 | $660K |
| TrinityBridge Ltd | 0.02% | No change | 4,230 | $659K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -20.1% | 4,200 | $655K |
| Unigestion Holding SA | 0.03% | New | 4,113 | $641K |
| CoreFirst Bank & Trust | 0.37% | No change | 4,090 | $637K |
| BayBridge Capital Group, LLC | 0.45% | Reduce -2.8% | 4,001 | $624K |
| PAX Financial Group, LLC | 0.11% | Reduce -10.3% | 3,978 | $620K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +26.9% | 3,880 | $605K |
| Dakota Wealth Management | 0.01% | New | 3,858 | $601K |
| Vestcor Inc | 0.02% | No change | 3,841 | $599K |
| Kwmg, LLC | 0.06% | No change | 3,842 | $599K |
| Aries Wealth Management | 0.16% | New | 3,799 | $592K |
| Bessemer Group Inc. | 0.00% | Add +39.5% | 3,688 | $575K |
| Guinness Asset Management LTD | 0.01% | Reduce -10.2% | 3,532 | $550K |
| Shell Asset Management Co. | 0.02% | — | 3,514 | $548K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.9% | 3,515 | $548K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.0% | 3,504 | $546K |
| Ascentis Independent Advisors | 0.08% | Add +75.5% | 3,491 | $544K |
| Empowered Funds, LLC | 0.01% | Reduce -90.3% | 3,453 | $538K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -2.6% | 3,504 | $537K |
| Rakuten Investment Management, Inc. | 0.00% | Add +37.1% | 3,401 | $534K |
| Stone Summit Wealth LLC | 0.17% | No change | 3,350 | $522K |
| Fiduciary Family Office, LLC | 0.17% | Reduce -45.1% | 3,337 | $520K |
| Park Place Capital Corp | 0.15% | Reduce -30.9% | 3,328 | $519K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -5.2% | 3,281 | $511K |
| GTS Securities LLC | 0.01% | New | 3,253 | $507K |
| Procyon Advisors, LLC | 0.03% | Add +56.7% | 3,252 | $507K |
| Americana Partners, LLC | 0.03% | Add +98.7% | 3,205 | $499K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 3,156 | $492K |
| Renasant Bank | 0.32% | Reduce -32.2% | 3,142 | $490K |
| Two Sigma Investments, LP | 0.00% | Add +82.1% | 3,136 | $489K |
| Copley Financial Group, Inc. | 0.44% | — | 3,127 | $487K |
| Naples Global Advisors, LLC | 0.04% | Reduce -1.6% | 3,105 | $484K |
| Brown Financial Advisors | 0.20% | Reduce -40.5% | 3,088 | $481K |
| Maven Securities LTD | 0.05% | New | 3,000 | $468K |
| Leo Wealth, LLC | 0.04% | Add +0.7% | 2,994 | $467K |
| Verition Fund Management LLC | 0.00% | New | 2,953 | $460K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.4% | 2,914 | $454K |
| MJP Associates Inc. | 0.09% | New | 2,877 | $448K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -11.5% | 2,656 | $445K |
| Fernwood Investment Management, LLC | 0.14% | No change | 2,800 | $436K |
| Cwm, LLC | 0.00% | Add +10.1% | 2,762 | $430K |
| DAVENPORT & Co LLC | 0.00% | Add +29.5% | 2,758 | $430K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -5.0% | 2,732 | $429K |
| Lido Advisors, LLC | 0.00% | Add +12.7% | 2,748 | $428K |
| Trueblood Wealth Management, LLC | 0.21% | Reduce -1.3% | 2,742 | $427K |
| Premier Path Wealth Partners, LLC | 0.07% | Reduce -4.8% | 2,735 | $426K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -96.5% | 2,735 | $426K |
| Buttonwood Financial Advisors Inc. | 0.18% | Reduce -3.9% | 2,712 | $423K |
| First Trust Direct Indexing L.P. | 0.02% | Add +62.0% | 2,683 | $418K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +0.6% | 2,676 | $417K |
| Abn Amro Investment Solutions | 0.01% | New | 2,669 | $416K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -83.3% | 2,661 | $415K |
| Catalyst Capital Advisors LLC | 0.01% | Add +5.5% | 2,623 | $409K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.9% | 2,560 | $399K |
| AQR Capital Management | 0.00% | New | 2,558 | $399K |
| Asahi Life Asset Management Co., LTD. | 0.24% | New | 2,540 | $396K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Add +4.1% | 2,530 | $394K |
| Ieq Capital, LLC | 0.00% | Add +8.7% | 2,527 | $394K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,524 | $393K |
| Baker Tilly Wealth Management, LLC | 0.17% | Add +19.9% | 2,504 | $390K |
| National Wealth Management Group, LLC | 0.26% | Reduce -51.8% | 2,484 | $387K |
| Wedbush Securities Inc. | 0.01% | Add +4.0% | 2,453 | $382K |
| Metis Global Partners, LLC | 0.01% | Add +8.9% | 2,373 | $370K |
| Equitable Holdings, Inc. | 0.00% | Add +10.9% | 2,342 | $365K |
| First Hawaiian Bank | 0.01% | Reduce -13.9% | 2,313 | $360K |
| Vontobel Holding Ltd. | 0.00% | Add +17.2% | 2,305 | $359K |
| Avitas Wealth Management LLC | 0.05% | Reduce -7.1% | 2,289 | $357K |
| Yousif Capital Management, LLC | 0.00% | Add +3.6% | 2,287 | $356K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.7% | 2,281 | $355K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -22.2% | 2,289 | $355K |
| Coldstream Capital Management Inc. | 0.01% | Add +24.7% | 2,237 | $354K |
| Whittier Trust Co. | 0.00% | Add +7.2% | 2,265 | $353K |
| Bridges Investment Management Inc. | 0.00% | Add +9.5% | 2,246 | $350K |
| Sienna Gestion | 0.02% | No change | 2,217 | $345K |
| Fulcrum Capital LLC | 0.07% | Reduce -11.9% | 2,198 | $343K |
| Mather Group, Llc. | 0.00% | Add +0.9% | 2,195 | $342K |
| Harbor Investment Advisory, LLC | 0.03% | Add +230.8% | 2,147 | $335K |
| Inscription Capital, LLC | 0.05% | Add +0.5% | 2,145 | $334K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +13.8% | 2,122 | $331K |
| Gilbert & Cook, Inc. | 0.05% | New | 2,110 | $329K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -3.9% | 2,098 | $327K |
| Faithward Advisors, LLC | 0.06% | Reduce -1.7% | 2,088 | $325K |
| Larson Financial Group LLC | 0.02% | Add +239.8% | 2,039 | $318K |
| Siemens Fonds Invest GmbH | 0.02% | New | 2,011 | $313K |
| Signaturefd, LLC | 0.01% | Add +28.1% | 2,011 | $313K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,000 | $312K |
| Prudential PLC | 0.00% | No change | 1,998 | $311K |
| Bleakley Financial Group, LLC | 0.01% | Add +8.2% | 1,963 | $306K |
| Cigna Investments Inc. | 0.05% | No change | 1,886 | $294K |
| Breed's Hill Capital LLC | 0.24% | No change | 1,849 | $288K |
| Blue Barn Wealth, LLC | 0.15% | Reduce -0.7% | 1,834 | $286K |
| Vise Technologies, Inc. | 0.04% | New | 1,820 | $284K |
| Parallel Advisors, LLC | 0.01% | Add +1.8% | 1,799 | $280K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 1,774 | $276K |
| Fiduciary Group, LLC | 0.03% | No change | 1,765 | $275K |
| Headlands Technologies LLC | 0.03% | New | 1,757 | $274K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,755 | $273K |
| Wrapmanager Inc. | 0.07% | New | 1,752 | $273K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -2.1% | 1,748 | $272K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +55.8% | 1,728 | $269K |
| Equitable Trust Co. | 0.02% | New | 1,718 | $268K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,652 | $257K |
| Albion Financial Group | 0.02% | New | 1,650 | $257K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.5% | 1,646 | $257K |
| Marest Capital, LLC | 0.22% | New | 1,644 | $256K |
| New Century Financial Group, LLC | 0.09% | New | 1,591 | $248K |
| HB Wealth Management, LLC | 0.00% | New | 1,589 | $248K |
| MAI Capital Management | 0.00% | New | 1,578 | $246K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.5% | 1,573 | $245K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,554 | $244K |
| Integrated Advisors Network LLC | 0.01% | Add +2.0% | 1,540 | $240K |
| Northwest & Ethical Investments L.P. | 0.01% | New | 1,525 | $238K |
| Wedmont Private Capital | 0.01% | New | 1,474 | $237K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,513 | $236K |
| RMR Wealth Builders | 0.02% | New | 1,504 | $234K |
| Virtue Capital Management, LLC | 0.05% | New | 1,504 | $234K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | Add +400.0% | 1,500 | $234K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 1,490 | $232K |
| PFG Investments, LLC | 0.01% | New | 1,466 | $228K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | New | 1,457 | $227K |
| Wrenne Financial Planning LLC | 0.13% | New | 1,449 | $226K |
| Forum Financial Management, LP | 0.00% | New | 1,440 | $224K |
| Investmark Advisory Group LLC | 0.11% | New | 1,431 | $223K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,418 | $221K |
| Lion Street Advisors, LLC | 0.08% | New | 1,390 | $217K |
| Morningstar Investment Services LLC | 0.00% | New | 1,356 | $213K |
| Evoke Wealth, LLC | 0.01% | New | 1,365 | $213K |
| Two Sigma Securities, LLC | 0.02% | New | 1,359 | $212K |
| Phillips Wealth Planners LLC | 0.20% | New | 1,281 | $209K |
| Pension & Wealth Management Advisors, Inc. | 0.11% | Add +0.5% | 1,341 | $209K |
| DRW Securities, LLC | 0.01% | Reduce -78.5% | 1,337 | $208K |
| Berry Wealth Group, LP | 0.15% | New | 1,326 | $207K |
| Guggenheim Capital LLC | 0.00% | New | 1,314 | $205K |
| Embree Financial Group | 0.04% | New | 1,309 | $204K |
| HM Payson & Co. | 0.00% | Add +117.3% | 1,304 | $203K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,304 | $203K |
| Veltria Advisors Corp. | 0.08% | New | 1,300 | $203K |
| Xcel Wealth Management, LLC | 0.06% | New | 1,300 | $203K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -59.6% | 1,291 | $201K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 1,287 | $201K |
| Walleye Capital LLC | 0.00% | Reduce -79.3% | 1,287 | $201K |
| Elevation Wealth Partners, LLC | 0.09% | Add +0.2% | 1,280 | $199K |
| Ostrum Asset Management | 0.02% | Add +1.3% | 1,278 | $199K |
| West Paces Advisors Inc. | 0.05% | No change | 1,199 | $187K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.8% | 1,120 | $175K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.7% | 1,091 | $170K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,080 | $168K |
| Paladin Wealth, LLC | 0.14% | — | 1,051 | $164K |
| Lanark Financial, Inc. | 0.01% | Add +1.9% | 1,019 | $158K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -10.3% | 945 | $147K |
| Creekmur Asset Management LLC | 0.03% | Add +0.6% | 942 | $147K |
| J.Safra Asset Management Corp | 0.01% | Add +13.0% | 919 | $144K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -73.2% | 927 | $144K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -26.8% | 820 | $128K |
| Blue Trust, Inc. | 0.00% | Add +2533.3% | 948 | $126K |
| Icon Wealth Advisors, LLC | 0.01% | New | 770 | $120K |
| Allworth Financial LP | 0.00% | Add +6.3% | 742 | $116K |
| CI Investments Inc. | 0.00% | Add +2.3% | 706 | $110K |
| Canton Hathaway, LLC | 0.03% | No change | 700 | $109K |
| Quent Capital, LLC | 0.01% | No change | 690 | $108K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -10.2% | 673 | $105K |
| Fourpath Capital Management, LLC | 0.02% | New | 673 | $105K |
| Covestor Ltd | 0.06% | Reduce -16.8% | 660 | $103K |
| UMB Bank, n.a. | 0.00% | No change | 650 | $101K |
| Huntington National Bank | 0.00% | Add +54.5% | 641 | $100K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 600 | $94K |
| Brooklyn Investment Group | 0.03% | New | 597 | $93K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +21.0% | 559 | $87K |
| IFP Advisors, Inc | 0.00% | Reduce -76.6% | 537 | $84K |
| Smartleaf Asset Management LLC | 0.01% | Add +113.1% | 520 | $82K |
| Dagco, Inc. | 0.03% | No change | 500 | $78K |
| International Assets Investment Management, LLC | 0.01% | New | 490 | $76K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.2% | 465 | $72K |
| Lindbrook Capital, LLC | 0.01% | Add +8.5% | 448 | $70K |
| Salem Investment Counselors Inc. | 0.00% | Add +3.4% | 429 | $67K |
| Acadian Asset Management LLC | 0.00% | Reduce -9.8% | 415 | $64K |
| Bokf, NA | 0.00% | No change | 407 | $64K |
| Key Financial Inc | 0.01% | No change | 400 | $62K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | Reduce -24.4% | 397 | $62K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 350 | $55K |
| West Oak Capital, LLC | 0.03% | No change | 350 | $55K |
| Westpac Banking Corp. | 0.00% | No change | 332 | $52K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 321 | $50K |
| Harbour Investments, Inc. | 0.00% | Reduce -29.4% | 317 | $49K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 300 | $47K |
| Alta Advisers Ltd | 0.02% | New | 300 | $47K |
| Silicon Valley Capital Partners | 0.01% | Add +0.7% | 298 | $46K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -14.9% | 298 | $46K |
| Global Retirement Partners, LLC | 0.00% | Add +1.4% | 294 | $46K |
| Arlington Trust Co LLC | 0.01% | Add +10.4% | 255 | $40K |
| Nemes Rush Group LLC | 0.01% | Reduce -65.7% | 298 | $40K |
| Eastern Bank | 0.00% | New | 250 | $39K |
| Hartford Financial Management Inc. | 0.01% | Add +1.7% | 245 | $38K |
| Private Trust Co. NA | 0.00% | Add +16.3% | 235 | $37K |
| Point72 (DIFC) Ltd | 0.00% | New | 232 | $36K |
| Riverview Trust Co | 0.03% | Add +2.8% | 224 | $35K |
| GW&K Investment Management, LLC | 0.00% | No change | 220 | $34K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +35.4% | 214 | $33K |
| Quadrant Capital Group LLC | 0.00% | No change | 211 | $33K |
| Compass Wealth Management LLC | 0.01% | No change | 210 | $33K |
| CVA Family Office, LLC | 0.01% | Add +1.0% | 201 | $31K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 175 | $27K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -17.5% | 174 | $27K |
| Venturi Wealth Management, LLC | 0.00% | Add +11.7% | 162 | $25K |
| Fairfield Financial Advisors, LTD | 0.01% | Add +0.6% | 161 | $25K |
| GAMMA Investing LLC | 0.00% | Add +64.4% | 148 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 145 | $23K |
| GeoWealth Management, LLC | 0.00% | New | 144 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.1% | 133 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 129 | $20K |
| Cetera Trust Company, N.A | 0.01% | No change | 125 | $19K |
| Global Financial Private Client, LLC | 0.01% | No change | 115 | $18K |
| Redmont Wealth Advisors LLC | 0.03% | No change | 111 | $17K |
| Oarsman Capital, Inc. | 0.00% | New | 105 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +38.6% | 97 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -2.2% | 90 | $14K |
| Crewe Advisors LLC | 0.00% | New | 87 | $14K |
| Johnson Financial Group, Inc. | 0.00% | New | 83 | $13K |
| Wolff Wiese Magana LLC | 0.01% | Add +1440.0% | 77 | $12K |
| WASHINGTON TRUST Co | 0.00% | Add +24.2% | 77 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 72 | $11K |
| Meeder Asset Management Inc. | 0.00% | Add +15.0% | 69 | $11K |
| Geneos Wealth Management Inc. | 0.00% | New | 66 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | New | 51 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.0% | 51 | $8K |
| M&R Capital Management Inc. | 0.00% | No change | 47 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 45 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $7K |
| Kings Path Partners LLC | 0.00% | No change | 44 | $7K |
| First Financial Corp. | 0.00% | No change | 42 | $7K |
| SJS Investment Consulting Inc. | 0.00% | No change | 40 | $6K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -2.5% | 39 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 39 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 38 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 35 | $6K |
| Raleigh Capital Management Inc. | 0.00% | No change | 35 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +9.7% | 34 | $5K |
| Hollencrest Capital Management | 0.00% | Reduce -54.0% | 34 | $5K |
| Earned Wealth Advisors, LLC | 0.00% | New | 32 | $5K |
| Truvestments Capital LLC | 0.00% | New | 32 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 28 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 28 | $4K |
| Hemington Wealth Management | 0.00% | New | 27 | $4K |
| Avion Wealth | 0.00% | Add +4.0% | 26 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 22 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | New | 18 | $3K |
| Talon Private Wealth, LLC | 0.00% | — | 17 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -25.0% | 15 | $2K |
| Abound Wealth Management | 0.00% | No change | 13 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +18.2% | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 15 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | New | 11 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $2K |
| Concord Wealth Partners | 0.00% | New | 10 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 9 | $1K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 9 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 7 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.0% | 7 | $1K |
| Fairman Group, LLC | 0.00% | No change | 7 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $1K |
| Lazard Asset Management LLC | 0.00% | Add +100.0% | 8 | $1K |
| First Personal Financial Services | 0.00% | New | 6 | $936 |
| JDM Financial Group LLC | 0.00% | New | 6 | $935 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $935 |
| Arax Advisory Partners | 0.00% | New | 5 | $780 |
| Sound Income Strategies, LLC | 0.00% | Reduce -95.7% | 5 | $779 |
| Legacy Investment Solutions, LLC | 0.00% | — | 4 | $670 |
| Legacy Wealth Managment, LLC | 0.00% | — | 4 | $670 |
| Manchester Capital Management LLC | 0.00% | No change | 4 | $624 |
| AlphaQuest LLC | 0.00% | New | 4 | $623 |
| Pacer Advisors, Inc. | 0.00% | New | 4 | $623 |
| TD Waterhouse Canada Inc. | 0.00% | New | 3 | $469 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $468 |
| WR Wealth Planners, LLC | 0.00% | Add +50.0% | 3 | $468 |
| Annapolis Financial Services, LLC | 0.00% | New | 3 | $435 |
| West Branch Capital LLC | 0.00% | New | 1 | $156 |
| Sachetta, LLC | 0.00% | No change | 1 | $156 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $156 |
"% 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.