Ares Management Corp. Class AARES

13F holders, Q4 2024 (December 31)
734holders +75
102new positions
48sold out
5famous investors
$177.09avg. 13F price*

At the end of Q4 2024, 734 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 75 from Q3 2024. 102 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($3.3B), Wellington Management Group LLP ($2.7B) and Sumitomo Mitsui Financial Group, Inc. ($2.4B). 5 famous investors held it, including Stephen Mandel (2.2% of Lone Pine Capital's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% 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

02004006008001,000 Q1 2024: 606Q1 2024Q2 2024: 617Q2 2024Q3 2024: 659Q3 2024Q4 2024: 734Q4 2024Q1 2025: 745Q1 2025Q2 2025: 770Q2 2025Q3 2025: 779Q3 2025Q4 2025: 833Q4 2025Q1 2026: 800Q1 2026Q2 2026: 809Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions102$241.7M
Exits48$235.6M

All 13F filers, Q3 2024 → Q4 2024: 10,021,458 shares bought and 8,307,835 shares sold, net +1,713,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 734 holders

Vanguard Group Inc. 0.06% Add +5.1% 18,807,718 $3.3B
Wellington Management Group LLP 0.50% Reduce -10.3% 15,379,905 $2.7B
Sumitomo Mitsui Financial Group, Inc. 31.53% No change 13,364,740 $2.4B
BlackRock, Inc. 0.05% Add +1.7% 13,021,415 $2.3B
Capital World Investors 0.29% Add +2.1% 10,753,779 $1.9B
JPMorgan Chase & Co. 0.12% Add +0.4% 8,277,879 $1.5B
FMR LLC 0.08% Add +12.8% 7,109,070 $1.3B
Massachusetts Financial Services Co. 0.29% Add +1.3% 5,126,442 $907.5M
Capital International Investors 0.14% Reduce -15.8% 4,168,551 $738.0M
State Street Corp. 0.03% Add +3.4% 3,956,193 $700.5M
Brown Advisory Inc. 0.84% Add +8.8% 3,727,597 $659.9M
Franklin Resources Inc. 0.17% Reduce -5.1% 3,488,996 $617.7M
Principal Financial Group Inc. 0.31% Add +12.4% 3,201,863 $566.8M
Bank of America Corp. 0.05% Reduce -2.6% 3,141,819 $556.2M
Geode Capital Management, LLC 0.04% Add +1.9% 3,006,357 $531.2M
Morgan Stanley 0.04% Add +6.3% 2,913,731 $515.8M
Invesco Ltd. 0.09% Reduce -8.5% 2,673,992 $473.4M
LRI Investments, LLC 43.73% No change 2,599,176 $460.1M
American Century Companies Inc. 0.23% Reduce -8.9% 2,294,332 $406.2M
Norges Bank 0.05% Reduce -8.2% 2,154,240 $381.4M
CIBC Private Wealth Group LLC 0.61% Reduce -1.0% 1,846,243 $336.6M
Raymond James Financial Inc. 0.12% — 1,897,179 $335.9M
Lone Pine Capital 2.20% Reduce -18.3% 1,677,043 $296.9M
Canada Pension Plan Investment Board 0.28% Add +4.9% 1,637,462 $289.9M
T. Rowe Price Associates Inc. 0.03% Reduce -7.6% 1,588,173 $281.2M
Curated Wealth Partners LLC 30.03% Reduce -10.3% 1,485,772 $263.0M
TD Asset Management Inc 0.20% Add +4557.2% 1,304,759 $231.0M
Clearbridge Investments, LLC 0.19% Add +31.1% 1,290,741 $228.5M
Northern Trust Corp. 0.03% Add +14.1% 1,191,682 $211.0M
Corient Private Wealth LP 0.34% Reduce -1.4% 1,159,021 $204.2M
Hamlin Capital Management, LLC 4.83% Reduce -0.6% 1,102,158 $195.1M
M&G PLC 1.18% Reduce -9.1% 1,047,503 $185.4M
Envestnet Asset Management Inc. 0.06% Reduce -5.2% 1,000,928 $177.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +19.8% 967,728 $171.3M
Westfield Capital Management Co. LP 0.73% Reduce -3.9% 953,770 $168.8M
Legal & General Group Plc 0.04% Reduce -0.5% 872,290 $154.4M
Bank of New York Mellon Corp 0.03% Reduce -2.1% 865,707 $153.3M
Janus Henderson Group PLC 0.08% Reduce -2.7% 845,307 $149.6M
Millennium Management 0.12% Add +394.8% 766,267 $135.7M
Artisan Partners Limited Partnership 0.21% Reduce -2.3% 764,124 $135.3M
Charles Schwab Investment Management Inc. 0.02% Add +4.7% 715,258 $126.6M
Peregrine Capital Management LLC 3.74% Reduce -15.6% 713,159 $126.3M
UBS Group AG 0.03% Add +39.2% 711,214 $125.9M
Goldman Sachs Group Inc. 0.02% Reduce -19.7% 694,748 $123.0M
Citadel Advisors 0.11% Add +455.5% 639,424 $113.2M
Quilter Plc 2.18% Reduce -0.8% 622,731 $110.2M
Federated Hermes, Inc. 0.22% Reduce -4.2% 575,000 $101.8M
Truist Financial Corp. 0.16% Reduce -12.7% 560,757 $99.3M
Royal Bank of Canada 0.02% Add +11.5% 554,086 $98.1M
Neuberger Berman Group LLC 0.08% Reduce -1.2% 550,366 $97.4M
Wells Fargo & Company 0.02% Add +13.6% 463,805 $82.1M
Dimensional Fund Advisors LP 0.02% Add +4.0% 451,947 $80.0M
Ameriprise Financial Inc. 0.02% Reduce -32.6% 443,582 $78.5M
Perpetual Ltd 0.91% Reduce -12.1% 440,198 $77.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +1.7% 413,353 $73.2M
FIL Ltd 0.07% Add +25.6% 413,025 $73.1M
Nuveen Asset Management, LLC 0.02% Add +2.0% 385,303 $68.2M
Lord, Abbett & Co. LLC 0.22% Add +443.8% 383,209 $67.8M
Vulcan Value Partners, LLC 1.06% Reduce -47.4% 359,079 $63.6M
California Public Employees Retirement System 0.04% Reduce -2.5% 321,663 $56.9M
1832 Asset Management L.P. 0.09% Reduce -5.5% 291,912 $51.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.54% Reduce -21.7% 271,510 $48.6M
Partners Group Holding AG 1.59% Reduce -8.6% 251,558 $44.5M
Deutsche Bank AG 0.02% Add +16.7% 246,147 $43.6M
California State Teachers Retirement System 0.05% Reduce -8.5% 245,914 $43.5M
Rhumbline Advisers 0.04% Add +0.1% 244,556 $43.3M
National Pension Service 0.04% Reduce -7.9% 240,100 $42.5M
Sei Investments Co. 0.05% Add +7.5% 232,698 $41.2M
Adage Capital Partners Gp, L.L.C. 0.07% Add +415.6% 232,000 $41.1M
Blue Whale Capital LLP 3.01% Add +59.3% 228,651 $40.5M
Segall Bryant & Hamill, LLC 0.54% Reduce -3.0% 223,078 $39.5M
Keystone Investors Pte Ltd. 2.49% Reduce -29.4% 201,215 $35.6M
Ensign Peak Advisors, Inc 0.06% Add +48.8% 198,284 $35.1M
National Bank of Canada 0.05% Reduce -8.2% 197,425 $35.0M
Macquarie Group Ltd. 0.04% Reduce -11.9% 192,824 $34.1M
Vaughan Nelson Investment Management, L.P. 0.30% Reduce -4.3% 183,983 $32.6M
Citigroup Inc. 0.03% Add +193.3% 179,408 $31.8M
Barclays PLC 0.02% Reduce -59.8% 174,817 $30.9M
Angeles Wealth Management, LLC 2.53% Add +0.0% 173,343 $30.7M
Amundi 0.01% Reduce -3.4% 163,825 $29.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.30% Reduce -1.6% 167,461 $29.6M
State Board of Administration of Florida Retirement System 0.06% Add +5.8% 165,021 $29.2M
United Capital Financial Advisors, LLC 0.24% Reduce -6.2% 157,316 $27.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -7.0% 156,224 $27.7M
Stifel Financial Corp. 0.03% Add +2.2% 155,316 $27.5M
Munro Partners 0.94% New 152,415 $27.0M
Prana Capital Management, LP 1.20% New 141,768 $25.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +12.9% 138,355 $25.1M
Korea Investment CORP 0.06% Add +49.3% 137,415 $24.3M
Royal London Asset Management Ltd. 0.06% Add +10.4% 136,436 $24.2M
Chilton Capital Management LLC 1.01% New 135,178 $23.9M
Qube Research & Technologies Ltd 0.04% Add +355.5% 135,004 $23.9M
Overbrook Management Corp 5.13% Add +0.4% 134,479 $23.8M
Rockefeller Capital Management L.P. 0.06% Add +0.3% 124,519 $22.0M
Janney Montgomery Scott LLC 0.06% Add +1.3% 122,671 $21.7M
Dearborn Partners LLC 0.91% Add +0.7% 122,306 $21.7M
Payden & Rygel 1.86% Reduce -5.9% 122,200 $21.6M
DNB Asset Management AS 0.09% Add +11.1% 121,443 $21.5M
Lansforsakringar Fondforvaltning AB (publ) 0.08% — 120,742 $21.4M
LPL Financial LLC 0.01% Add +16.1% 115,176 $20.4M
Aviva PLC 0.05% Add +388.9% 113,274 $20.1M
Susquehanna International Group, LLP 0.03% Reduce -14.1% 110,556 $19.6M
BNP Paribas Financial Markets 0.01% Reduce -11.3% 107,471 $19.0M
Freestone Grove Partners LP 0.23% — 105,425 $18.7M
State of Wisconsin Investment Board 0.05% Reduce -0.6% 104,386 $18.5M
Northern Right Capital Management, L.P. 6.86% Reduce -21.3% 104,269 $18.5M
HSBC Holdings PLC 0.01% Add +20.6% 100,485 $17.8M
CI Investments Inc. 0.07% Add +14015.6% 99,656 $17.6M
CANADA LIFE ASSURANCE Co 0.03% Add +0.7% 98,732 $17.5M
New York State Common Retirement Fund 0.02% Reduce -4.4% 97,848 $17.3M
Zevenbergen Capital Investments LLC 0.35% New 97,195 $17.2M
APG Asset Management N.V. 0.05% New 98,500 $16.8M
Blair William & Co. 0.05% Add +23.5% 94,093 $16.7M
Nomura Asset Management Co. Ltd. 0.05% Reduce -0.2% 91,948 $16.3M
Voya Investment Management LLC 0.02% Reduce -18.8% 90,297 $16.0M
Benjamin Edwards Inc. 0.23% Add +2.6% 89,390 $15.8M
STRS Ohio 0.06% Add +160.3% 89,300 $15.8M
Portland Investment Counsel Inc. 4.00% Add +107.8% 88,074 $15.6M
Fred Alger Management, LLC 0.07% Reduce -3.5% 84,543 $15.0M
Gradient Investments LLC 0.30% Reduce -9.6% 83,504 $14.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -1.1% 82,606 $14.6M
Treasurer of the State of North Carolina 0.06% Add +1.7% 81,365 $14.4M
Handelsbanken Fonder AB 0.05% Add +49.6% 80,620 $14.3M
Pictet Asset Management Holding SA 0.02% Add +8.2% 80,596 $14.3M
Public Employees Retirement System of Ohio 0.05% Reduce -7.8% 79,666 $14.1M
Danske Bank A/S 0.04% Add +4.9% 79,553 $14.1M
First Trust Advisors LP 0.01% Reduce -43.8% 79,344 $14.0M
Polar Capital Holdings Plc 0.08% Reduce -0.1% 78,927 $14.0M
Hilton Capital Management, LLC 1.17% Reduce -13.7% 76,541 $13.6M
Ancora Advisors LLC 0.30% Add +0.2% 76,297 $13.5M
Asset Management One Co., Ltd. 0.04% Add +4.8% 72,065 $12.9M
Nicholas Investment Partners, LP 1.25% No change 72,500 $12.8M
Storebrand Asset Management As 0.04% Add +3.6% 71,804 $12.7M
Beck Mack & Oliver LLC 0.23% Add +0.1% 70,945 $12.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 70,627 $12.5M
PNC Financial Services Group, Inc. 0.01% Add +128.8% 70,424 $12.5M
Alliancebernstein L.P. 0.00% Reduce -11.4% 70,047 $12.4M
Capital Investment Counsel, LLC 2.03% Reduce -2.5% 68,794 $12.2M
State of New Jersey Common Pension Fund D 0.05% No change 66,950 $11.9M
Rheos Capital Works Inc. 0.66% New 66,800 $11.8M
Victory Capital Management Inc. 0.01% Add +0.2% 65,524 $11.6M
Kennedy Capital Management LLC 0.26% Reduce -3.1% 65,070 $11.5M
Townsquare Capital LLC 0.13% Add +1.2% 64,773 $11.5M
Jefferies Financial Group Inc. 0.13% New 62,980 $11.1M
KLP Kapitalforvaltning As 0.05% — 62,900 $11.1M
Forsta Ap-Fonden 0.08% Reduce -6.7% 62,600 $11.1M
Mackenzie Financial Corp. 0.01% Add +349.7% 62,154 $11.0M
Varma Mutual Pension Insurance Co 0.08% New 61,400 $10.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -24.3% 60,652 $10.7M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +54.9% 59,822 $10.7M
Hudson Bay Capital Management LP 0.08% New 60,000 $10.6M
Picton Mahoney Asset Management 0.40% Reduce -1.2% 59,149 $10.5M
Cetera Investment Advisers 0.02% Reduce -16.1% 57,583 $10.2M
Soros Capital Management LLC 1.59% New 57,300 $10.1M
Lighthouse Investment Partners, LLC 0.39% New 57,207 $10.1M
Edgestream Partners, L.P. 0.42% Add +16.9% 56,235 $10.0M
Stephens Inc. 0.14% Reduce -0.7% 55,307 $9.8M
Arizona State Retirement System 0.06% Add +2.8% 54,726 $9.7M
Steward Partners Investment Advisory, LLC 0.09% Add +1.6% 54,376 $9.6M
Crawford Investment Counsel Inc. 0.17% Add +0.8% 53,661 $9.5M
Resona Asset Management Co.,Ltd. 0.06% Reduce -5.0% 52,814 $9.4M
Cumberland Partners Ltd 0.64% No change 51,515 $9.1M
SVB Wealth LLC 0.17% New 51,423 $9.1M
Stratos Wealth Partners, LTD. 0.13% Add +0.5% 51,230 $9.1M
Lake Street Advisors Group, LLC 0.40% Add +183.2% 49,355 $8.7M
Comerica Bank 0.04% Add +6.6% 49,185 $8.7M
HighTower Advisors, LLC 0.01% Reduce -7.7% 48,592 $8.6M
Renaissance Technologies 0.01% New 47,600 $8.4M
Capital International, Inc. 0.10% No change 47,140 $8.3M
Assetmark, Inc. 0.02% Add +12.8% 46,834 $8.3M
Philadelphia Financial Management of San Francisco, LLC 1.64% New 46,183 $8.2M
BNP Paribas 0.11% Add +14.2% 46,066 $8.2M
Dynamic Advisor Solutions LLC 0.35% Reduce -3.3% 45,186 $8.0M
DekaBank Deutsche Girozentrale 0.01% No change 44,740 $7.9M
Coastal Bridge Advisors, LLC 1.97% Reduce -10.8% 44,150 $7.8M
Triasima Portfolio Management inc. 1.51% Add +3.7% 43,934 $7.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.1% 43,484 $7.7M
Jackson Wealth Management, LLC 0.87% Reduce -0.5% 43,296 $7.7M
Natixis Advisors, LLC 0.01% Add +5.4% 41,757 $7.4M
MML Investors Services, LLC 0.03% Reduce -11.2% 41,758 $7.4M
Aberdeen Group plc 0.01% Reduce -16.2% 39,288 $7.0M
EFG Asset Management (North America) Corp. 0.95% Add +57.1% 39,340 $7.0M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -3.6% 38,379 $6.8M
Sterling Capital Management LLC 0.09% Add +4.1% 38,257 $6.8M
Siligmueller & Norvid Wealth Advisors LLC 2.82% — 37,403 $6.6M
Oppenheimer & Co. Inc. 0.10% Add +68.3% 37,275 $6.6M
Grandeur Peak Global Advisors, LLC 0.58% Reduce -35.1% 37,121 $6.6M
Xponance LLC 0.06% Add +13.2% 36,773 $6.5M
Running Point Capital Advisors, LLC 2.21% No change 36,409 $6.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +16.3% 36,080 $6.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +1.8% 35,644 $6.3M
Incline Global Management LLC 4.77% Reduce -29.1% 35,539 $6.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -4.3% 35,400 $6.3M
Omnia Family Wealth, LLC 2.56% Add +0.1% 35,024 $6.2M
NewEdge Advisors, LLC 0.04% Add +5.2% 34,827 $6.2M
Royce & Associates LP 0.06% No change 34,800 $6.2M
Meridian Wealth Management, LLC 0.29% Reduce -1.0% 34,602 $6.1M
Cat Rock Capital Management LP 0.80% Reduce -79.8% 34,595 $6.1M
JPL Wealth Management, LLC 1.72% — 33,843 $6.0M
Chase Investment Counsel Corp. 1.87% Reduce -2.6% 32,907 $5.8M
IFM Investors Pty Ltd 0.06% Reduce -5.5% 32,801 $5.8M
Silvant Capital Management LLC 0.24% No change 32,755 $5.8M
USS Investment Management Ltd 0.04% Reduce -10.8% 32,560 $5.8M
Utah Retirement Systems 0.06% Add +1.3% 30,700 $5.4M
Federation des caisses Desjardins du Quebec 0.03% Reduce -11.8% 30,532 $5.4M
Coastline Trust Co 0.61% Reduce -0.3% 29,653 $5.2M
Prosperity Consulting Group, LLC 0.39% Reduce -5.5% 29,055 $5.1M
Russell Investments Group, Ltd. 0.01% Add +20.1% 28,870 $5.1M
Commonwealth Equity Services, LLC 0.01% Add +34.2% 28,622 $5.1M
Jupiter Asset Management Ltd. 0.05% New 28,456 $5.0M
KBC Group NV 0.01% Add +4.6% 28,000 $5.0M
Osprey Private Wealth LLC 3.44% Add +0.2% 27,825 $4.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +106.8% 27,686 $4.9M
Pallas Capital Advisors LLC 0.21% Reduce -4.3% 27,545 $4.9M
Maltese Capital Management LLC 0.75% Reduce -5.5% 27,400 $4.9M
Cerity Partners LLC 0.01% Add +170.3% 27,346 $4.8M
Police & Firemen's Retirement System of New Jersey 0.05% — 27,151 $4.8M
Alliance Wealth Advisors, LLC 1.21% Add +1.5% 26,490 $4.7M
Man Group plc 0.01% Add +39.2% 26,400 $4.7M
RDST Capital LLC 0.64% Reduce -20.1% 25,300 $4.5M
EP Wealth Advisors, LLC 0.04% Reduce -6.4% 25,230 $4.5M
Toronto Dominion Bank 0.01% Add +10.7% 25,175 $4.5M
Alps Advisors Inc. 0.03% Reduce -4.4% 25,105 $4.4M
Fifth Third Bancorp 0.02% Reduce -1.3% 24,847 $4.4M
Great Diamond Partners, LLC 1.12% Reduce -5.3% 24,366 $4.3M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +11.5% 23,767 $4.3M
FORA Capital, LLC 0.49% Add +27.2% 23,981 $4.2M
Creative Planning 0.00% Add +12.9% 23,658 $4.2M
Nissay Asset Management Corp. /Japan 0.02% Add +2.2% 22,777 $4.1M
Bank of Montreal 0.00% Add +0.2% 22,170 $3.9M
Apollon Wealth Management, LLC 0.09% Add +4.5% 21,263 $3.8M
Quantbot Technologies LP 0.14% Add +13.8% 21,213 $3.8M
Oribel Capital Management, LP 0.25% New 21,200 $3.8M
EFG Asset Management (Americas) Corp. 0.73% Reduce -2.1% 21,156 $3.7M
Leavell Investment Management, Inc. 0.18% No change 20,882 $3.7M
Sumitomo Life Insurance Co. 0.07% Reduce -1.5% 20,375 $3.6M
Schroder Investment Management Group 0.00% Reduce -10.7% 19,844 $3.6M
Richard Bernstein Advisors LLC 0.08% Reduce -25.8% 19,939 $3.5M
Jane Street Group, LLC 0.01% Reduce -68.1% 19,159 $3.4M
Wealthfront Advisers LLC 0.01% Add +0.0% 18,923 $3.3M
Public Employees Retirement Association of Colorado 0.01% No change 18,805 $3.3M
Quantinno Capital Management LP 0.03% Add +14.0% 18,743 $3.3M
Osaic Holdings, Inc. 0.01% Reduce -57.0% 19,961 $3.3M
First Manhattan Co. Llc. 0.01% Add +0.5% 17,628 $3.1M
Cresset Asset Management, LLC 0.01% Reduce -46.3% 17,439 $3.1M
Argent Trust Co 0.13% Reduce -0.5% 17,413 $3.1M
Diversified Trust Co. 0.07% Add +7.7% 17,008 $3.0M
Allianz Asset Management GmbH 0.00% Reduce -4.8% 16,970 $3.0M
M&T Bank Corp 0.01% Reduce -6.6% 16,917 $3.0M
LYNX Capital Group Ltd. 1.71% Reduce -0.8% 16,782 $3.0M
Elo Mutual Pension Insurance Co 0.06% Add +0.8% 16,649 $2.9M
CoreCap Advisors, LLC 0.13% Reduce -1.7% 16,558 $2.9M
Camarda Financial Advisors, LLC 1.10% Reduce -4.6% 16,540 $2.9M
Morse Asset Management, Inc 0.67% Add +17.3% 16,457 $2.9M
Jennison Associates LLC 0.00% Reduce -8.1% 16,207 $2.9M
&partners 0.03% Add +17.7% 15,686 $2.8M
TCW Group Inc. 0.02% New 15,919 $2.8M
Institute for Wealth Management, LLC. 0.35% Add +1.4% 15,780 $2.8M
Park Avenue Securities LLC 0.03% Reduce -0.8% 15,775 $2.8M
US Bancorp \de 0.00% Reduce -6.5% 15,648 $2.8M
Prime Capital Investment Advisors, LLC 0.04% Reduce -7.5% 15,614 $2.8M
Daiwa Securities Group Inc. 0.01% Add +2.9% 15,358 $2.7M
Burling Wealth Partners, LLC 0.55% — 15,354 $2.7M
Pathstone Holdings, LLC 0.01% Add +28.1% 15,350 $2.7M
2Xideas AG 0.36% Reduce -73.5% 15,270 $2.7M
Hunting Hill Global Capital, LLC 1.21% No change 15,257 $2.7M
Nordea Investment Management AB 0.00% Add +14.7% 15,118 $2.7M
Knollwood Investment Advisory, LLC 0.28% No change 15,100 $2.7M
Meketa Investment Group Inc. 5.78% — 14,578 $2.6M
Gulf International Bank (UK) Ltd 0.06% Reduce -0.9% 14,364 $2.5M
Vanguard Personalized Indexing Management, LLC 0.04% Add +7.1% 14,351 $2.5M
Hantz Financial Services, Inc. 0.04% Reduce -1.6% 14,338 $2.5M
Avanza Fonder AB 0.07% — 14,034 $2.5M
Chesley Taft & Associates LLC 0.12% Add +0.4% 14,022 $2.5M
Harbor Advisors LLC 0.39% No change 14,000 $2.5M
DSM Capital Partners LLC 0.04% Add +6.2% 13,993 $2.5M
Illinois Municipal Retirement Fund 0.03% Reduce -18.6% 13,637 $2.4M
Eisler Capital Management Ltd. 0.08% — 13,421 $2.4M
Valeo Financial Advisors, LLC 0.07% Add +0.3% 13,235 $2.3M
Northeast Financial Consultants Inc 0.10% No change 13,042 $2.3M
Sanctuary Advisors, LLC 0.01% Add +9.3% 11,606 $2.3M
Tidal Investments LLC 0.02% Reduce -1.2% 12,642 $2.2M
Chicago Partners Investment Group LLC 0.07% Add +88.7% 12,059 $2.2M
Paragon Advisors, LLC 0.75% Reduce -13.2% 12,350 $2.2M
O'shaughnessy Asset Management, LLC 0.02% Add +15.6% 12,330 $2.2M
Williamson Legacy Group, LLC 1.45% Add +31.3% 12,294 $2.2M
Amalgamated Bank 0.02% Add +0.1% 12,218 $2.2M
National Philanthropic Trust 0.03% No change 12,101 $2.1M
Mariner, LLC 0.00% Add +29.9% 11,964 $2.1M
Credit Agricole S A 0.01% Add +19.2% 11,872 $2.1M
Gardner Lewis Asset Management L P 0.52% Reduce -0.1% 11,533 $2.0M
MetLife Investment Management, LLC 0.01% Reduce -1.1% 11,405 $2.0M
Access Financial Services, Inc. 0.90% Reduce -1.7% 11,372 $2.0M
Advisory Research Inc. 0.33% Reduce -0.1% 11,336 $2.0M
Heard Capital LLC 0.12% No change 11,150 $2.0M
Laurion Capital Management LP 0.13% Reduce -14.2% 11,147 $2.0M
Natixis 0.01% Reduce -17.7% 11,130 $2.0M
RFG Advisory, LLC 0.06% Add +0.8% 11,051 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -4.5% 10,645 $1.9M
Orion Portfolio Solutions, LLC 0.02% Reduce -4.5% 10,645 $1.9M
Intech Investment Management LLC 0.02% Add +0.8% 10,520 $1.9M
Van Eck Associates Corp. 0.00% Add +32.1% 10,469 $1.9M
Dark Forest Capital Management LP 0.27% New 10,407 $1.8M
Caldwell Investment Management Ltd. 1.24% Add +134.1% 10,300 $1.8M
Fiera Capital Corp 0.01% Reduce -6.4% 10,374 $1.8M
Swiss Life Asset Management Ltd 0.01% New 10,169 $1.8M
Schonfeld Strategic Advisors LLC 0.01% Reduce -54.7% 10,131 $1.8M
Genesee Capital Advisors, LLC 0.83% Add +1.1% 10,049 $1.8M
Painted Porch Advisors LLC 0.87% Reduce -29.3% 10,007 $1.8M
Maryland State Retirement & Pension System 0.04% Reduce -6.4% 9,879 $1.7M
Ossiam 0.03% Reduce -22.7% 9,780 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +7.8% 9,432 $1.7M
Parcion Private Wealth LLC 0.13% No change 9,381 $1.7M
AXA S.A. 0.01% Add +64.3% 9,312 $1.6M
Affinity Wealth Management LLC 0.28% Reduce -2.9% 8,962 $1.6M
Cibc World Markets Corp. 0.01% Reduce -21.3% 8,526 $1.5M
Donoghue Forlines LLC 0.50% New 8,461 $1.5M
Regions Financial Corp. 0.01% Add +8.6% 8,372 $1.5M
Inceptionr LLC 0.33% Add +13.5% 8,351 $1.5M
Atria Investments, Inc 0.02% Add +7.6% 8,141 $1.4M
Captrust Financial Advisors 0.00% Add +14.8% 8,107 $1.4M
NewEdge Wealth, LLC 0.02% Add +14.8% 8,053 $1.4M
Banco BTG Pactual S.A. 0.33% New 7,910 $1.4M
Parnassus Investments, LLC 0.00% Add +7.9% 7,730 $1.4M
Granite FO LLC 0.78% No change 7,705 $1.4M
CIBC Asset Management Inc 0.00% Add +13.4% 7,677 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% No change 7,579 $1.3M
Jones Financial Companies LLLP 0.00% Add +38.6% 7,429 $1.3M
Portside Wealth Group, LLC 0.22% Add +0.4% 7,344 $1.3M
Citizens Financial Group Inc. 0.03% Add +23.8% 7,267 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +12.1% 7,227 $1.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +0.4% 7,160 $1.3M
OMERS ADMINISTRATION Corp 0.01% Add +22.5% 7,126 $1.3M
Cibc World Market Inc. 0.00% Add +9.6% 7,105 $1.3M
Rathbones Group PLC 0.01% Reduce -10.5% 6,767 $1.2M
Nicholas Wealth, LLC. 0.64% Add +16.8% 6,733 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +606.7% 6,551 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +218066.7% 6,545 $1.2M
Hilltop Holdings Inc. 0.07% Reduce -7.5% 6,493 $1.1M
Shell Asset Management Co. 0.05% Add +84.7% 6,491 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -23.6% 6,427 $1.1M
Concourse Financial Group Securities, Inc. 0.06% Reduce -21.3% 5,861 $1.1M
TD Private Client Wealth LLC 0.03% Add +10.3% 6,408 $1.1M
Secure Asset Management, LLC 0.17% Reduce -6.0% 6,393 $1.1M
Bfsg, LLC 0.13% Reduce -6.4% 6,295 $1.1M
Dudley Capital Management, LLC 0.56% No change 6,200 $1.1M
Fig Financial Advisory Services Inc. 0.74% — 6,154 $1.1M
Itau Unibanco Holding S.A. 0.03% Reduce -65.3% 6,044 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +12.4% 6,007 $1.1M
Farther Finance Advisors, LLC 0.04% Add +7.1% 6,006 $1.1M
Fjell Capital, LLC 1.09% — 5,981 $1.1M
Integrated Wealth Concepts LLC 0.01% New 5,821 $1.0M
Fieldview Capital Management, LLC 0.16% — 5,799 $1.0M
Concurrent Investment Advisors, LLC 0.03% Reduce -4.8% 5,785 $1.0M
Glenmede Trust Co. NA 0.01% Add +0.1% 5,765 $1.0M
Hamilton Capital Partners Inc. 0.08% Add +25.3% 5,703 $1.0M
Brevan Howard Capital Management LP 0.03% New 5,665 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.7% 5,658 $1.0M
Mattson Financial Services, LLC 0.31% Reduce -27.0% 6,320 $985K
First Citizens Bank & Trust Co. 0.02% Add +1.7% 5,490 $972K
Allstate Corp. 0.03% New 5,468 $968K
Everhart Financial Group, Inc. 0.20% Add +6.3% 5,462 $967K
Aster Capital Management (DIFC) Ltd 0.37% Add +1592.5% 5,433 $962K
Advisor OS, LLC 0.11% Reduce -3.3% 5,393 $955K
Guinness Asset Management LTD 0.02% Add +50.3% 5,308 $940K
Investment Management Corp of Ontario 0.03% Reduce -14.6% 5,251 $930K
Tritonpoint Wealth, LLC 0.08% Reduce -0.5% 5,209 $922K
Infrastructure Capital Advisors, LLC 0.15% Add +4.8% 5,177 $916K
Mutual Advisors, LLC 0.03% Add +14.6% 4,856 $912K
Relyea Zuckerberg Hanson LLC 0.12% New 5,140 $910K
Cynosure Group, LLC 0.14% Reduce -26.8% 5,140 $910K
Klingman & Associates, LLC 0.06% Reduce -2.1% 5,086 $900K
Prospera Financial Services Inc 0.02% Add +0.6% 5,062 $897K
Landscape Capital Management, L.L.C. 0.09% Reduce -43.8% 5,015 $888K
ArrowMark Colorado Holdings LLC 0.01% No change 4,998 $885K
Oppenheimer Asset Management Inc. 0.01% Add +14.3% 4,933 $873K
Assenagon Asset Management S.A. 0.00% Add +80.2% 4,928 $872K
Spire Wealth Management 0.03% Add +1.6% 4,905 $868K
LGT Fund Management Co Ltd. 0.08% No change 4,900 $867K
Choreo, LLC 0.01% Reduce -2.8% 4,797 $863K
Norden Group LLC 0.10% Reduce -2.8% 4,865 $861K
Allspring Global Investments Holdings, LLC 0.00% No change 4,757 $851K
B. Metzler seel. Sohn & Co. AG 0.01% No change 4,781 $846K
AQR Capital Management 0.00% Add +86.9% 4,781 $846K
Frank, Rimerman Advisors LLC 0.06% Add +1.4% 4,775 $845K
Strategic Blueprint, LLC 0.05% Reduce -6.5% 4,710 $834K
XTX Topco Ltd 0.07% Reduce -14.8% 4,708 $833K
Harvest Fund Management Co., Ltd 0.04% Add +170.8% 4,679 $828K
Tower Research Capital LLC (TRC) 0.02% Add +71.9% 4,574 $810K
Cinctive Capital Management LP 0.04% New 4,560 $807K
Bank of Nova Scotia 0.00% Reduce -49.7% 4,532 $802K
Park Place Capital Corp 0.22% Add +35.6% 4,514 $799K
Eagle Global Advisors LLC 0.03% No change 4,500 $797K
Natixis Investment Managers International 0.06% Add +0.3% 4,485 $794K
Fulton Bank, N.A. 0.03% Reduce -5.8% 4,392 $778K
Beacon Investment Advisory Services, Inc. 0.03% No change 4,375 $775K
Empowered Funds, LLC 0.01% Add +25.8% 4,344 $769K
StoneX Group Inc. 0.04% New 4,318 $764K
Renasant Bank 0.49% Add +37.3% 4,313 $764K
Keybank National Association 0.00% Add +1.6% 4,303 $762K
Bessemer Group Inc. 0.00% Add +16.1% 4,282 $759K
Praxis Investment Management Inc. 0.05% New 4,230 $749K
TrinityBridge Ltd 0.02% No change 4,230 $748K
Atria Wealth Solutions, Inc. 0.01% Add +67.4% 4,225 $748K
Procyon Advisors, LLC 0.05% Add +28.7% 4,184 $741K
Boothbay Fund Management, LLC 0.02% New 4,172 $739K
Mercer Global Advisors Inc. 0.00% Reduce -51.4% 4,161 $737K
Squarepoint Ops LLC 0.00% Reduce -73.9% 4,142 $733K
Ascentis Independent Advisors 0.14% Add +17.3% 4,094 $725K
CoreFirst Bank & Trust 0.43% No change 4,090 $724K
Private Advisor Group, LLC 0.00% Reduce -6.4% 4,005 $709K
Personal Cfo Solutions, LLC 0.14% Reduce -9.1% 3,954 $700K
Prudential Financial Inc. 0.00% Reduce -15.3% 3,950 $699K
Vise Technologies, Inc. 0.06% Add +115.9% 3,930 $696K
Jain Global LLC 0.02% — 3,881 $687K
Kwmg, LLC 0.07% No change 3,842 $680K
Dakota Wealth Management 0.02% Reduce -1.1% 3,814 $675K
Aries Wealth Management 0.19% No change 3,799 $673K
SG Americas Securities, LLC 0.00% Reduce -48.0% 3,797 $672K
Verition Fund Management LLC 0.00% Add +27.4% 3,762 $666K
Belpointe Asset Management LLC 0.04% No change 4,547 $666K
QRG Capital Management, Inc. 0.01% Add +64.4% 3,750 $664K
BayBridge Capital Group, LLC 0.47% Reduce -7.8% 3,688 $653K
Fifth Third Wealth Advisors LLC 0.03% Reduce -6.6% 3,625 $642K
Principal Securities, Inc. 0.01% Reduce -30.8% 3,616 $640K
UniSuper Management Pty Ltd 0.00% Reduce -14.3% 3,600 $637K
DAVENPORT & Co LLC 0.00% Add +30.0% 3,585 $635K
PAX Financial Group, LLC 0.11% Reduce -10.8% 3,548 $628K
MJP Associates Inc. 0.11% Add +21.9% 3,506 $621K
Corebridge Financial, Inc. 0.00% Reduce -2.9% 3,412 $604K
Western Financial Corp 0.33% New 3,368 $596K
Stone Summit Wealth LLC 0.20% No change 3,350 $593K
Baird Financial Group, Inc. 0.00% Add +4.5% 3,299 $584K
Walleye Trading LLC 0.01% New 3,232 $572K
Quotient Wealth Partners, LLC 0.02% Reduce -2.3% 3,206 $568K
Americana Partners, LLC 0.02% Reduce -0.0% 3,204 $567K
Joel Isaacson & Co., LLC 0.03% New 3,131 $554K
Vestcor Inc 0.02% Reduce -19.1% 3,107 $550K
Abn Amro Investment Solutions 0.01% Add +16.4% 3,106 $550K
Naples Global Advisors, LLC 0.05% No change 3,105 $550K
Avestar Capital, LLC 0.05% New 3,105 $550K
Leo Wealth, LLC 0.05% Add +0.4% 3,007 $532K
Capital Asset Advisory Services LLC 0.03% Reduce -16.3% 2,933 $531K
Sequoia Financial Advisors, LLC 0.01% Add +16.6% 2,985 $529K
Bridges Investment Management Inc. 0.01% Add +32.4% 2,974 $526K
Copley Financial Group, Inc. 0.40% Reduce -5.1% 2,967 $525K
Zhang Financial LLC 0.03% New 2,961 $524K
Wbi Investments, LLC 0.13% New 2,952 $523K
Axxcess Wealth Management, LLC 0.01% Reduce -16.3% 2,933 $519K
Sulzberger Capital Advisors, Inc. 0.59% — 2,910 $515K
E. Ohman J:or Asset Management AB 0.01% New 2,900 $513K
Certior Financial Group, LLC 0.46% — 2,900 $513K
Impact Partnership Wealth, LLC 0.10% New 2,898 $513K
Vestmark Advisory Solutions, Inc. 0.02% Add +62.7% 2,886 $511K
Catalyst Capital Advisors LLC 0.01% Add +8.6% 2,848 $504K
Brown Financial Advisors 0.20% Reduce -8.9% 2,812 $498K
Fernwood Investment Management, LLC 0.17% No change 2,800 $496K
Premier Path Wealth Partners, LLC 0.08% Add +2.3% 2,799 $496K
Baker Tilly Wealth Management, LLC 0.19% Add +10.3% 2,763 $489K
Reliant Investment Partners, LLC 0.43% — 2,753 $487K
Retireful, LLC 0.27% New 2,747 $486K
Harbor Capital Advisors, Inc. 0.02% Add +2.6% 2,746 $486K
Graham Capital Management, L.P. 0.02% New 2,714 $480K
Buttonwood Financial Advisors Inc. 0.21% No change 2,712 $480K
Trueblood Wealth Management, LLC 0.24% Reduce -1.3% 2,706 $479K
Cwm, LLC 0.00% Reduce -2.5% 2,692 $476K
Venturi Wealth Management, LLC 0.02% Add +1544.4% 2,664 $472K
Petrus Trust Company, LTA 0.05% New 2,637 $467K
Metis Global Partners, LLC 0.01% Add +8.7% 2,579 $457K
Lido Advisors, LLC 0.00% Reduce -7.3% 2,546 $451K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,530 $448K
Equitable Holdings, Inc. 0.00% Add +6.0% 2,483 $440K
HB Wealth Management, LLC 0.00% Add +55.1% 2,464 $436K
Voya Financial Advisors, Inc. 0.05% Reduce -11.2% 2,427 $434K
Vontobel Holding Ltd. 0.00% Add +6.4% 2,452 $434K
Gilbert & Cook, Inc. 0.06% Add +14.1% 2,408 $426K
Yousif Capital Management, LLC 0.00% Add +2.8% 2,352 $416K
Fullcircle Wealth LLC 0.17% New 2,258 $416K
Optimize Financial Inc. 0.31% — 2,336 $414K
Arete Wealth Advisors, LLC 0.03% Add +1.5% 2,323 $412K
Mather Group, Llc. 0.01% Add +5.0% 2,305 $408K
First Hawaiian Bank 0.01% Reduce -1.6% 2,277 $403K
Wealthspire Advisors, LLC 0.00% Add +35.8% 2,236 $396K
Avitas Wealth Management LLC 0.05% Reduce -2.7% 2,228 $394K
Sienna Gestion 0.03% No change 2,217 $392K
Fulcrum Capital LLC 0.08% No change 2,198 $389K
Signaturefd, LLC 0.01% Add +8.4% 2,181 $386K
EverSource Wealth Advisors, LLC 0.02% Add +3.3% 2,168 $384K
Harbor Investment Advisory, LLC 0.04% No change 2,147 $380K
EntryPoint Capital, LLC 0.16% New 2,144 $380K
Coldstream Capital Management Inc. 0.01% Reduce -6.2% 2,099 $372K
Silver Oak Securities, Incorporated 0.03% New 2,041 $365K
Marest Capital, LLC 0.30% Add +25.5% 2,063 $365K
Larson Financial Group LLC 0.02% Add +0.4% 2,047 $362K
Trivium Point Advisory, LLC 0.05% Reduce -22.9% 2,047 $362K
Siemens Fonds Invest GmbH 0.04% No change 2,011 $360K
Whittier Trust Co. 0.00% Reduce -11.5% 2,005 $355K
Bleakley Financial Group, LLC 0.01% Add +1.9% 2,000 $354K
Whalerock Point Partners, LLC 0.08% No change 2,000 $354K
Prudential PLC 0.00% No change 1,998 $354K
Pinnacle Associates Ltd. 0.00% New 1,982 $351K
FFT Wealth Management LLC 0.03% New 1,972 $349K
Walled Lake Planning & Wealth Management, LLC 0.13% Add +34.0% 1,953 $346K
Fiduciary Trust Co 0.00% New 1,929 $341K
Cigna Investments Inc. 0.06% No change 1,886 $334K
Wedbush Securities Inc. 0.01% Reduce -23.3% 1,881 $333K
Wrapmanager Inc. 0.08% Add +6.7% 1,870 $331K
Blue Barn Wealth, LLC 0.17% Add +1.2% 1,856 $329K
Pinebridge Investments, L.P. 0.00% New 1,851 $328K
Breed's Hill Capital LLC 0.17% Add +0.1% 1,850 $328K
Parallel Advisors, LLC 0.01% Add +1.8% 1,832 $324K
Meeder Advisory Services, Inc. 0.02% New 1,772 $314K
Fiduciary Group, LLC 0.03% Add +0.4% 1,772 $314K
Teacher Retirement System of Texas 0.00% New 1,763 $312K
Beaumont Financial Advisors, LLC 0.02% No change 1,755 $311K
Dorsey & Whitney Trust CO LLC 0.02% No change 1,748 $309K
Nicolet Advisory Services, LLC 0.03% Add +13.4% 1,763 $309K
New Century Financial Group, LLC 0.13% Add +6.1% 1,688 $306K
World Investment Advisors 0.01% New 1,723 $305K
Equitable Trust Co. 0.02% No change 1,718 $304K
Integrated Advisors Network LLC 0.01% Add +10.2% 1,697 $300K
J.Safra Asset Management Corp 0.02% Add +79.1% 1,646 $295K
Focus Partners Wealth 0.00% New 1,650 $292K
Albion Financial Group 0.02% No change 1,650 $292K
MAI Capital Management 0.00% Add +3.4% 1,632 $289K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -23.2% 1,630 $289K
Virtue Capital Management, LLC 0.06% Add +7.0% 1,609 $285K
Evoke Wealth, LLC 0.01% Add +17.2% 1,600 $283K
Kingsview Wealth Management, LLC 0.01% Add +10.6% 1,568 $278K
Kane Investment Management, Inc. 0.15% — 1,556 $276K
Snowden Capital Advisors LLC 0.01% Reduce -7.1% 1,535 $272K
Northwest & Ethical Investments L.P. 0.01% No change 1,525 $270K
RMR Wealth Builders 0.03% Add +0.5% 1,511 $267K
Maven Securities LTD 0.04% Reduce -50.0% 1,500 $266K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,500 $265K
HighPoint Advisor Group LLC 0.01% New 1,416 $264K
Sage Advisors, LLC 0.19% New 1,471 $260K
Jackson Square Capital, LLC 0.06% New 1,460 $258K
Marks Group Wealth Management, Inc 0.03% New 1,457 $258K
Wrenne Financial Planning LLC 0.15% No change 1,449 $257K
Forum Financial Management, LP 0.00% No change 1,440 $255K
Advisors Capital Management, LLC 0.00% New 1,420 $251K
Financial Management Network Inc. 0.05% New 1,388 $251K
Veltria Advisors Corp. 0.10% Add +9.1% 1,418 $251K
Paradigm Asset Management Co. LLC 0.07% New 1,400 $248K
SeaCrest Wealth Management, LLC 0.03% Add +8.8% 1,400 $248K
Crossmark Global Holdings, Inc. 0.00% Reduce -6.5% 1,393 $246K
Pension & Wealth Management Advisors, Inc. 0.10% Add +1.4% 1,360 $241K
Gibbs Wealth Management 0.07% New 1,358 $240K
Berry Wealth Group, LP 0.17% Add +2.3% 1,357 $240K
PFG Investments, LLC 0.01% Reduce -8.3% 1,345 $238K
Vicus Capital 0.02% New 1,319 $234K
Embree Financial Group 0.04% No change 1,309 $232K
HM Payson & Co. 0.00% No change 1,304 $231K
Insigneo Advisory Services, LLC 0.02% No change 1,304 $231K
Round Rock Advisors LLC 0.05% New 1,303 $231K
Phillips Wealth Planners LLC 0.23% Add +2.7% 1,316 $230K
Xcel Wealth Management, LLC 0.06% No change 1,300 $230K
Wedmont Private Capital 0.01% Reduce -11.1% 1,310 $229K
Clarity Capital Partners LLC 0.12% New 1,294 $229K
Elevation Wealth Partners, LLC 0.10% Add +0.2% 1,282 $227K
Yarger Wealth Strategies, LLC 0.13% New 1,281 $227K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +13.8% 1,274 $226K
Summit Trail Advisors, LLC 0.01% New 1,273 $225K
Guggenheim Capital LLC 0.00% Reduce -3.2% 1,272 $225K
Ahl Investment Management, Inc. 0.16% New 1,269 $225K
Blue Trust, Inc. 0.00% Add +32.9% 1,260 $223K
Clearstead Advisors, LLC 0.00% Add +17785.7% 1,252 $222K
Lion Street Advisors, LLC 0.07% Reduce -10.7% 1,242 $220K
Kestra Private Wealth Services, LLC 0.00% Reduce -4.4% 1,234 $218K
Tower Wealth Partners, Inc. 0.11% New 1,229 $218K
Ostrum Asset Management 0.02% Reduce -4.1% 1,226 $217K
Stonegate Investment Group, LLC 0.01% New 1,224 $217K
Csenge Advisory Group 0.01% New 1,215 $215K
Walleye Capital LLC 0.00% Reduce -5.6% 1,215 $215K
Summit Global Investments 0.01% New 1,214 $215K
West Paces Advisors Inc. 0.05% No change 1,199 $212K
OneDigital Investment Advisors LLC 0.00% Reduce -24.0% 1,195 $212K
Cyndeo Wealth Partners, LLC 0.01% New 1,195 $212K
Brookstone Capital Management 0.00% New 1,190 $211K
Graypoint LLC 0.01% New 1,187 $210K
LGL Partners, LLC 0.03% New 1,183 $209K
Compound Planning, Inc. 0.01% New 1,173 $208K
Sherbrooke Park Advisers LLC 0.07% New 1,168 $207K
Sheaff Brock Investment Advisors, LLC 0.02% New 1,153 $204K
Moneta Group Investment Advisors LLC 0.00% New 1,152 $204K
MassMutual Private Wealth & Trust, FSB 0.01% Add +6.2% 1,147 $203K
Nemes Rush Group LLC 0.02% Add +282.2% 1,139 $202K
Allworth Financial LP 0.00% Add +24.7% 925 $179K
Icon Wealth Advisors, LLC 0.01% Add +31.0% 1,009 $179K
Promus Capital, LLC 0.14% — 1,007 $178K
GKV Capital Management Co., Inc. 0.07% — 1,000 $177K
Creekmur Asset Management LLC 0.04% Add +0.5% 947 $168K
Simplex Trading, LLC 0.00% New 946 $167K
Laurel Wealth Advisors LLC 0.03% Reduce -1.6% 930 $165K
IFP Advisors, Inc 0.01% Add +61.3% 866 $153K
Nisa Investment Advisors, LLC 0.00% No change 820 $145K
Annis Gardner Whiting Capital Advisors, LLC 0.04% New 815 $144K
Canton Hathaway, LLC 0.04% Add +12.9% 790 $140K
Huntington National Bank 0.00% Add +9.8% 704 $125K
Smartleaf Asset Management LLC 0.01% Add +31.5% 684 $123K
Quent Capital, LLC 0.01% No change 690 $122K
First Horizon Advisors, Inc. 0.00% Reduce -42.2% 631 $112K
Brooklyn Investment Group 0.03% Add +5.4% 629 $111K
Loomis Sayles & Co. L P 0.00% Reduce -8.2% 618 $109K
UMB Bank, n.a. 0.00% Reduce -7.7% 600 $106K
Whittier Trust Co. of Nevada Inc. 0.00% Add +5.5% 590 $104K
Lindbrook Capital, LLC 0.01% Add +15.8% 519 $92K
Leonteq Securities AG 0.01% New 505 $89K
Parkside Financial Bank & Trust 0.01% Add +1.9% 474 $84K
SBI Securities Co., Ltd. 0.00% — 470 $83K
Global Retirement Partners, LLC 0.00% Add +48.0% 435 $77K
Salem Investment Counselors Inc. 0.00% Reduce -3.3% 415 $73K
Bokf, NA 0.00% Add +0.3% 408 $71K
Key Financial Inc 0.02% No change 400 $71K
Harbour Investments, Inc. 0.00% Add +25.6% 398 $70K
Koesten, Hirschmann & Crabtree, INC. 0.04% No change 397 $70K
CENTRAL TRUST Co 0.00% Add +1572.7% 368 $65K
West Oak Capital, LLC 0.03% No change 350 $62K
Plante Moran Financial Advisors, LLC 0.01% No change 350 $62K
Private Trust Co. NA 0.01% Add +43.0% 336 $59K
Westpac Banking Corp. 0.00% No change 332 $59K
Bayforest Capital Ltd 0.07% — 320 $57K
Rise Advisors, LLC 0.03% Add +0.7% 302 $53K
Silicon Valley Capital Partners 0.01% Add +0.7% 300 $53K
Avalon Trust Co 0.00% New 299 $53K
CVA Family Office, LLC 0.01% Add +36.8% 275 $49K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% New 270 $48K
Arlington Trust Co LLC 0.01% No change 255 $45K
Eastern Bank 0.00% No change 250 $44K
Acadian Asset Management LLC 0.00% Reduce -43.9% 233 $41K
GAMMA Investing LLC 0.00% Add +53.4% 227 $40K
Riverview Trust Co 0.04% No change 224 $40K
Hartford Financial Management Inc. 0.01% Reduce -9.0% 223 $39K
GW&K Investment Management, LLC 0.00% No change 220 $39K
Bruce G. Allen Investments, LLC 0.03% Reduce -0.5% 213 $38K
Quadrant Capital Group LLC 0.00% No change 211 $37K
Compass Wealth Management LLC 0.01% No change 210 $37K
Noble Wealth Management PBC 0.02% — 202 $36K
Johnson Financial Group, Inc. 0.00% Add +104.8% 170 $34K
Elequin Capital, LP 0.01% New 187 $33K
Hexagon Capital Partners LLC 0.01% Add +0.6% 175 $31K
Transce3nd, LLC 0.01% — 166 $29K
Wilmington Savings Fund Society, FSB 0.00% Add +27.9% 165 $29K
Versant Capital Management, Inc 0.01% Add +67.0% 162 $29K
Fairfield Financial Advisors, LTD 0.01% Add +0.6% 162 $29K
Evelyn Partners Investment Management LLP 0.00% — 158 $28K
Covestor Ltd 0.02% Reduce -77.6% 148 $26K
Bartlett & Co. Wealth Management LLC 0.00% No change 145 $26K
GeoWealth Management, LLC 0.00% Reduce -2.1% 141 $25K
AdvisorNet Financial, Inc 0.00% Reduce -4.5% 127 $22K
Cetera Trust Company, N.A 0.01% No change 125 $22K
Moser Wealth Advisors, LLC 0.01% New 125 $22K
WPG Advisers, LLC 0.02% — 123 $22K
Global Financial Private Client, LLC 0.01% Add +1.7% 117 $21K
Oarsman Capital, Inc. 0.00% Add +11.4% 117 $21K
Trust Co. of Vermont 0.00% New 115 $20K
Atwood & Palmer Inc. 0.00% New 107 $19K
Westside Investment Management, Inc. 0.00% No change 100 $18K
Coppell Advisory Solutions LLC 0.00% Add +136.8% 90 $16K
Capital Advisors, Ltd. LLC 0.00% No change 90 $16K
Quarry LP 0.00% New 89 $16K
Crewe Advisors LLC 0.00% No change 87 $15K
Wolff Wiese Magana LLC 0.01% No change 77 $14K
WASHINGTON TRUST Co 0.00% Reduce -3.9% 74 $13K
Meeder Asset Management Inc. 0.00% Add +1.4% 70 $12K
Centricity Wealth Management, LLC 0.01% — 65 $12K
Valley National Advisers Inc. 0.00% New 66 $11K
Geneos Wealth Management Inc. 0.00% Reduce -7.6% 61 $11K
Bogart Wealth, LLC 0.00% Add +26.7% 57 $10K
JFS Wealth Advisors, LLC 0.00% Add +2.0% 52 $9K
Whipplewood Advisors, LLC 0.01% — 52 $9K
Brown Brothers Harriman & Co. 0.00% New 46 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 50 $8K
Kings Path Partners LLC 0.00% No change 44 $8K
SJS Investment Consulting Inc. 0.00% Add +2.5% 41 $7K
TFC Financial Management, Inc. 0.00% Add +4000.0% 41 $7K
Hemington Wealth Management 0.00% Add +59.3% 43 $7K
Avior Wealth Management, LLC 0.00% No change 39 $7K
Colonial Trust Co / SC 0.00% New 36 $6K
Gen-Wealth Partners Inc 0.00% No change 35 $6K
Raleigh Capital Management Inc. 0.00% No change 35 $6K
Bell Investment Advisors, Inc 0.00% No change 34 $6K
Hollencrest Capital Management 0.00% No change 34 $6K
Truvestments Capital LLC 0.00% No change 32 $6K
Sunbelt Securities, Inc. 0.00% Reduce -61.1% 28 $5K
Avion Wealth 0.00% Add +15.4% 30 $5K
Eagle Bay Advisors LLC 0.00% Reduce -28.2% 28 $5K
Tucker Asset Management LLC 0.00% No change 28 $5K
Continuum Advisory, LLC 0.00% Reduce -3.6% 27 $5K
Kestra Investment Management, LLC 0.00% New 24 $4K
Carolina Wealth Advisors, LLC 0.00% No change 18 $3K
Conquis Financial LLC 0.00% — 17 $3K
Talon Private Wealth, LLC 0.00% No change 17 $3K
Rothschild Investment LLC 0.00% Add +13.3% 17 $3K
Cornerstone Planning Group LLC 0.00% Add +100.0% 14 $3K
MV Capital Management, Inc. 0.00% Add +15.4% 15 $3K
Arax Advisory Partners 0.00% Add +180.0% 14 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $2K
Cassady Schiller Wealth Management, LLC 0.00% New 12 $2K
Ameriflex Group, Inc. 0.00% — 10 $2K
Penserra Capital Management LLC 0.00% No change 15 $2K
WR Wealth Planners, LLC 0.00% Add +266.7% 11 $2K
Raffa Wealth Management, LLC 0.00% New 11 $2K
Mascoma Wealth Management LLC 0.00% New 11 $2K
Dunhill Financial, LLC 0.00% No change 10 $2K
Concord Wealth Partners 0.00% No change 10 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 10 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 9 $2K
WealthTrak Capital Management LLC 0.00% — 9 $2K
New Millennium Group LLC 0.00% New 9 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $1K
Rakuten Securities, Inc. 0.00% New 8 $1K
Private Wealth Management Group, LLC 0.00% No change 7 $1K
JDM Financial Group LLC 0.00% No change 6 $1K
Sittner & Nelson, LLC 0.00% New 6 $1K
Provenance Wealth Advisors, LLC 0.00% No change 6 $1K
Lazard Asset Management LLC 0.00% No change 8 $1K
HHM Wealth Advisors, LLC 0.00% New 5 $886
Highline Wealth Partners LLC 0.00% New 5 $885
Sound Income Strategies, LLC 0.00% No change 5 $885
Pacer Advisors, Inc. 0.00% Add +25.0% 5 $885
Legacy Investment Solutions, LLC 0.00% No change 4 $762
Legacy Wealth Managment, LLC 0.00% No change 4 $762
Manchester Capital Management LLC 0.00% No change 4 $709
Principia Wealth Advisory, LLC 0.00% — 4 $708
Fairman Group, LLC 0.00% Reduce -57.1% 3 $531
Parkworth Wealth Management, Inc. 0.00% — 2 $354
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $354
Lanark Financial, Inc. 0.02% — 1 $180
West Branch Capital LLC 0.00% No change 1 $178
Sachetta, LLC 0.00% No change 1 $178
Cape Investment Advisory, Inc. 0.00% New 1 $177
Wood Tarver Financial Group, LLC 0.00% — 3 $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.