Ares Management Corp. Class AARES
13F holders, Q1 2025 (March 31)745holders +11
98new positions
91sold out
5famous investors
$146.48avg. 13F price*
At the end of Q1 2025, 745 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 11 from Q4 2024. 98 opened new positions and 91 sold out. The largest holders were Vanguard Group Inc. ($2.8B), Wellington Management Group LLP ($2.0B) and Sumitomo Mitsui Financial Group, Inc. ($2.0B). 5 famous investors held it, including Stephen Mandel (2.1% of Lone Pine Capital's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $461.8M |
| Exits | 91 | $326.5M |
All 13F filers, Q4 2024 → Q1 2025: 12,140,044 shares bought and 9,248,702 shares sold, net +2,891,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 745 holders
| Vanguard Group Inc. | 0.05% | Add +2.0% | 19,189,991 | $2.8B |
| Wellington Management Group LLP | 0.38% | Reduce -11.5% | 13,616,373 | $2.0B |
| Sumitomo Mitsui Financial Group, Inc. | 35.90% | No change | 13,364,740 | $2.0B |
| BlackRock, Inc. | 0.04% | Reduce -1.8% | 12,783,274 | $1.9B |
| Capital World Investors | 0.28% | Add +10.8% | 11,910,002 | $1.7B |
| JPMorgan Chase & Co. | 0.09% | Add +0.4% | 8,308,330 | $1.2B |
| FMR LLC | 0.08% | Add +13.5% | 8,069,898 | $1.2B |
| Massachusetts Financial Services Co. | 0.25% | Reduce -2.0% | 5,023,985 | $736.6M |
| Franklin Resources Inc. | 0.18% | Add +19.8% | 4,179,309 | $612.7M |
| Capital International Investors | 0.12% | Add +0.2% | 4,176,440 | $612.3M |
| State Street Corp. | 0.02% | Reduce -0.3% | 3,944,174 | $578.3M |
| Bank of America Corp. | 0.05% | Add +25.4% | 3,938,237 | $577.4M |
| Brown Advisory Inc. | 0.77% | Reduce -1.1% | 3,685,608 | $540.3M |
| Principal Financial Group Inc. | 0.28% | Add +4.8% | 3,354,032 | $491.7M |
| Geode Capital Management, LLC | 0.04% | Add +6.8% | 3,209,797 | $469.5M |
| Morgan Stanley | 0.03% | Add +4.3% | 3,040,044 | $445.7M |
| LRI Investments, LLC | 33.74% | Reduce -8.3% | 2,382,041 | $349.2M |
| Invesco Ltd. | 0.07% | Reduce -11.9% | 2,356,928 | $345.5M |
| Norges Bank | 0.04% | Reduce -1.1% | 2,129,645 | $312.2M |
| American Century Companies Inc. | 0.18% | Reduce -13.1% | 1,994,803 | $292.5M |
| Raymond James Financial Inc. | 0.11% | Add +0.3% | 1,902,603 | $278.9M |
| Nuveen, LLC | 0.08% | — | 1,777,531 | $260.6M |
| Canada Pension Plan Investment Board | 0.25% | Add +5.5% | 1,727,563 | $253.3M |
| Lone Pine Capital | 2.06% | Reduce -4.3% | 1,604,441 | $235.2M |
| Agf Management Ltd. | 1.19% | New | 1,528,148 | $224.0M |
| Curated Wealth Partners LLC | 28.24% | Add +0.2% | 1,489,009 | $218.3M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -11.0% | 1,414,055 | $207.3M |
| M&G PLC | 1.24% | Add +23.4% | 1,292,328 | $190.0M |
| Clearbridge Investments, LLC | 0.17% | Reduce -0.3% | 1,286,542 | $188.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +24.9% | 1,208,292 | $177.1M |
| TD Asset Management Inc | 0.16% | Reduce -8.0% | 1,200,992 | $176.1M |
| Hamlin Capital Management, LLC | 3.98% | Add +2.8% | 1,132,922 | $166.1M |
| Westfield Capital Management Co. LP | 0.81% | Add +18.3% | 1,128,415 | $165.4M |
| Northern Trust Corp. | 0.02% | Reduce -7.3% | 1,104,758 | $162.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.5% | 1,065,625 | $156.2M |
| Corient Private Wealth LP | 0.25% | Reduce -8.7% | 1,058,148 | $155.1M |
| Bank of New York Mellon Corp | 0.03% | Add +15.2% | 997,548 | $146.3M |
| Janus Henderson Group PLC | 0.08% | Add +13.9% | 962,773 | $139.5M |
| UBS Group AG | 0.03% | Add +31.2% | 933,196 | $136.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +29.2% | 897,572 | $131.6M |
| Legal & General Group Plc | 0.04% | Add +0.9% | 880,519 | $129.1M |
| CIBC Private Wealth Group LLC | 0.26% | Reduce -45.4% | 1,009,029 | $124.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 735,155 | $107.8M |
| Ameriprise Financial Inc. | 0.03% | Add +65.2% | 732,765 | $107.4M |
| Peregrine Capital Management LLC | 3.35% | Reduce -3.5% | 688,321 | $100.9M |
| Lord, Abbett & Co. LLC | 0.36% | Add +72.0% | 658,953 | $96.6M |
| Quilter Plc | 1.97% | Add +3.9% | 647,060 | $94.9M |
| Marshall Wace, LLP | 0.12% | New | 631,196 | $92.5M |
| Royal Bank of Canada | 0.02% | Add +10.9% | 614,493 | $90.1M |
| Truist Financial Corp. | 0.14% | Add +3.8% | 582,107 | $85.3M |
| Wells Fargo & Company | 0.02% | Add +3.6% | 480,310 | $70.4M |
| Artisan Partners Limited Partnership | 0.11% | Reduce -37.4% | 478,081 | $70.1M |
| FIL Ltd | 0.07% | Add +15.2% | 475,635 | $69.7M |
| Federated Hermes, Inc. | 0.15% | Reduce -17.4% | 475,000 | $69.6M |
| Perpetual Ltd | 0.74% | Reduce -5.1% | 417,720 | $61.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +0.7% | 416,257 | $61.0M |
| Partners Group Holding AG | 2.37% | Add +53.6% | 386,336 | $56.6M |
| Neuberger Berman Group LLC | 0.05% | Reduce -30.6% | 381,880 | $56.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -19.3% | 364,909 | $53.5M |
| California Public Employees Retirement System | 0.03% | Reduce -0.9% | 318,910 | $46.8M |
| Deutsche Bank AG | 0.02% | Add +29.3% | 318,135 | $46.6M |
| National Pension Service | 0.04% | Add +8.6% | 260,730 | $38.2M |
| California State Teachers Retirement System | 0.04% | Add +0.8% | 247,824 | $36.3M |
| Rhumbline Advisers | 0.03% | Add +0.2% | 245,091 | $35.9M |
| 1832 Asset Management L.P. | 0.07% | Reduce -18.3% | 238,475 | $35.0M |
| Millennium Management | 0.03% | Reduce -69.7% | 232,076 | $34.0M |
| Sei Investments Co. | 0.04% | Reduce -1.0% | 230,453 | $33.8M |
| Blue Whale Capital LLP | 2.70% | Reduce -0.7% | 227,151 | $33.3M |
| Citigroup Inc. | 0.02% | Add +21.9% | 218,634 | $32.1M |
| Chilton Capital Management LLC | 1.36% | Add +58.8% | 214,659 | $31.5M |
| First Trust Advisors LP | 0.03% | Add +170.4% | 214,572 | $31.5M |
| Angeles Wealth Management, LLC | 2.61% | Add +23.5% | 214,054 | $31.4M |
| Renaissance Technologies | 0.05% | Add +327.9% | 203,700 | $29.9M |
| Macquarie Group Ltd. | 0.04% | Add +3.3% | 199,210 | $29.2M |
| National Bank of Canada | 0.03% | Reduce -2.5% | 192,384 | $28.2M |
| Segall Bryant & Hamill, LLC | 0.42% | Reduce -17.0% | 185,137 | $27.1M |
| STRS Ohio | 0.11% | Add +101.3% | 179,728 | $26.3M |
| United Capital Financial Advisors, LLC | 0.21% | Add +7.5% | 169,055 | $24.8M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +2.3% | 168,841 | $24.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +13.3% | 156,700 | $23.0M |
| Barclays PLC | 0.01% | Reduce -10.9% | 155,831 | $22.8M |
| Zevenbergen Capital Investments LLC | 0.54% | Add +55.4% | 151,005 | $22.1M |
| Balyasny Asset Management L.P. | 0.06% | New | 149,859 | $22.0M |
| Susquehanna International Group, LLP | 0.04% | Add +34.6% | 148,791 | $21.8M |
| Stifel Financial Corp. | 0.02% | Reduce -5.2% | 147,229 | $21.6M |
| Royal London Asset Management Ltd. | 0.05% | Add +6.9% | 145,812 | $21.4M |
| Prana Capital Management, LP | 0.85% | Add +1.0% | 143,219 | $21.0M |
| Amundi | 0.01% | Reduce -2.5% | 159,689 | $20.9M |
| Vulcan Value Partners, LLC | 0.38% | Reduce -61.4% | 138,622 | $20.4M |
| LPL Financial LLC | 0.01% | Add +18.5% | 136,497 | $20.0M |
| Overbrook Management Corp | 4.58% | Reduce -1.1% | 132,981 | $19.5M |
| Aviva PLC | 0.05% | Add +16.2% | 131,636 | $19.3M |
| HSBC Holdings PLC | 0.01% | Add +28.8% | 129,455 | $18.8M |
| DNB Asset Management AS | 0.09% | Add +4.9% | 127,396 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | Add +17.4% | 126,148 | $18.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.2% | 123,054 | $18.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.18% | Reduce -28.1% | 120,367 | $17.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -23.6% | 119,337 | $17.5M |
| Dearborn Partners LLC | 0.77% | Reduce -10.0% | 110,035 | $16.1M |
| Mackenzie Financial Corp. | 0.02% | Add +76.5% | 109,725 | $16.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -11.7% | 108,317 | $15.9M |
| State of Wisconsin Investment Board | 0.04% | Add +0.7% | 105,075 | $15.4M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -48.1% | 102,906 | $15.1M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +882.5% | 99,541 | $14.6M |
| Benjamin Edwards Inc. | 0.20% | Add +11.2% | 99,363 | $14.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +0.4% | 99,138 | $14.6M |
| Aberdeen Group plc | 0.03% | Add +151.2% | 98,692 | $14.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.5% | 96,348 | $14.1M |
| Portland Investment Counsel Inc. | 4.27% | Add +8.7% | 95,774 | $14.0M |
| Blair William & Co. | 0.04% | Add +1.2% | 95,262 | $14.0M |
| Edgestream Partners, L.P. | 0.47% | Add +68.3% | 94,665 | $13.9M |
| Polar Capital Holdings Plc | 0.08% | Add +19.2% | 94,062 | $13.8M |
| King Luther Capital Management Corp. | 0.06% | New | 91,551 | $13.4M |
| APG Asset Management N.V. | 0.04% | Reduce -0.2% | 98,300 | $13.3M |
| Northern Right Capital Management, L.P. | 5.27% | Reduce -15.5% | 88,083 | $12.9M |
| Treasurer of the State of North Carolina | 0.05% | Add +4.1% | 84,675 | $12.4M |
| Parnassus Investments, LLC | 0.03% | Add +991.1% | 84,339 | $12.4M |
| Gradient Investments LLC | 0.25% | Reduce -0.7% | 82,958 | $12.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -39.3% | 81,944 | $12.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -1.3% | 81,531 | $12.0M |
| Voya Investment Management LLC | 0.02% | Reduce -12.2% | 79,330 | $11.6M |
| Payden & Rygel | 1.00% | Reduce -35.1% | 79,300 | $11.6M |
| Ancora Advisors LLC | 0.26% | Add +2.5% | 78,195 | $11.5M |
| Handelsbanken Fonder AB | 0.05% | Reduce -4.2% | 77,206 | $11.3M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -4.6% | 76,865 | $11.3M |
| Danske Bank A/S | 0.03% | Reduce -3.6% | 76,653 | $11.2M |
| Comerica Bank | 0.05% | Add +50.9% | 74,229 | $10.9M |
| Man Group plc | 0.03% | Add +181.1% | 74,219 | $10.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +5.3% | 74,151 | $10.9M |
| Asset Management One Co., Ltd. | 0.04% | Add +2.8% | 74,087 | $10.9M |
| Nicholas Investment Partners, LP | 1.23% | No change | 72,500 | $10.6M |
| Crawford Investment Counsel Inc. | 0.19% | Add +34.5% | 72,159 | $10.6M |
| Beck Mack & Oliver LLC | 0.21% | Add +0.5% | 71,327 | $10.5M |
| Storebrand Asset Management As | 0.03% | Reduce -1.2% | 70,912 | $10.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 69,897 | $10.2M |
| Townsquare Capital LLC | 0.11% | Add +4.7% | 67,837 | $9.9M |
| KLP Kapitalforvaltning As | 0.05% | Add +6.4% | 66,900 | $9.8M |
| Conversant Capital LLC | 1.97% | New | 66,000 | $9.7M |
| Bank of Montreal | 0.01% | Add +194.0% | 65,176 | $9.6M |
| NewEdge Advisors, LLC | 0.06% | Add +86.5% | 64,971 | $9.5M |
| Capital Investment Counsel, LLC | 1.57% | Reduce -5.8% | 64,834 | $9.5M |
| Kennedy Capital Management LLC | 0.22% | Reduce -2.0% | 63,775 | $9.4M |
| Twin Tree Management, LP | 0.20% | New | 63,115 | $9.3M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -31.4% | 63,098 | $9.3M |
| Twinbeech Capital LP | 0.16% | New | 61,935 | $9.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -6.1% | 61,535 | $9.0M |
| Picton Mahoney Asset Management | 0.31% | Add +4.0% | 61,509 | $9.0M |
| 2Xideas AG | 1.37% | Add +301.4% | 61,299 | $9.0M |
| Cetera Investment Advisers | 0.02% | Add +4.1% | 59,956 | $8.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -50.4% | 59,891 | $8.8M |
| Rheos Capital Works Inc. | 0.71% | Reduce -10.5% | 59,800 | $8.8M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -13.1% | 58,178 | $8.5M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -28.0% | 57,379 | $8.4M |
| Stephens Inc. | 0.12% | Add +3.3% | 57,157 | $8.4M |
| Freestone Grove Partners LP | 0.09% | Reduce -46.4% | 56,510 | $8.3M |
| Lighthouse Investment Partners, LLC | 0.38% | Reduce -2.0% | 56,042 | $8.2M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +4.6% | 55,243 | $8.1M |
| Varma Mutual Pension Insurance Co | 0.07% | Reduce -10.6% | 54,900 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.6% | 54,726 | $8.0M |
| Arizona State Retirement System | 0.05% | Reduce -0.4% | 54,503 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +4.2% | 53,401 | $7.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -24.6% | 53,273 | $7.8M |
| Korea Investment CORP | 0.02% | Reduce -61.9% | 52,415 | $7.7M |
| Incline Global Management LLC | 4.68% | Add +45.6% | 51,761 | $7.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.04% | Reduce -15.5% | 50,571 | $7.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -18.0% | 49,753 | $7.3M |
| Hilton Capital Management, LLC | 0.62% | Reduce -35.3% | 49,510 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 48,851 | $7.2M |
| Assetmark, Inc. | 0.02% | Add +3.9% | 48,643 | $7.1M |
| Quantbot Technologies LP | 0.23% | Add +128.7% | 48,523 | $7.1M |
| Triasima Portfolio Management inc. | 1.40% | Add +10.1% | 48,379 | $7.1M |
| Capital International, Inc. | 0.08% | No change | 47,140 | $6.9M |
| Capula Management Ltd | 0.05% | New | 46,331 | $6.8M |
| Running Point Capital Advisors, LLC | 2.11% | Add +24.7% | 45,386 | $6.7M |
| Jupiter Asset Management Ltd. | 0.06% | Add +58.6% | 45,136 | $6.6M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -1.8% | 44,359 | $6.5M |
| Coastal Bridge Advisors, LLC | 0.92% | Reduce -0.6% | 43,894 | $6.4M |
| Credit Agricole S A | 0.02% | Add +266.0% | 43,451 | $6.4M |
| Sterling Capital Management LLC | 0.10% | Add +13.3% | 43,354 | $6.4M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -1.3% | 44,145 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 42,982 | $6.3M |
| Jackson Wealth Management, LLC | 0.76% | Reduce -1.3% | 42,736 | $6.3M |
| Nomura Holdings Inc. | 0.03% | New | 42,012 | $6.2M |
| National Philanthropic Trust | 0.10% | Add +242.2% | 41,408 | $6.1M |
| BNP Paribas | 0.25% | Reduce -93.5% | 3,015 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -2.3% | 40,810 | $6.0M |
| Forsta Ap-Fonden | 0.05% | Reduce -35.0% | 40,700 | $6.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +14.1% | 40,683 | $6.0M |
| Point72 (DIFC) Ltd | 0.56% | New | 39,424 | $5.8M |
| Kessler Investment Group, LLC | 2.81% | New | 39,283 | $5.8M |
| Oppenheimer & Co. Inc. | 0.09% | Add +5.3% | 39,270 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +94.6% | 38,839 | $5.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.32% | No change | 37,403 | $5.5M |
| Xponance LLC | 0.05% | Add +1.6% | 37,353 | $5.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.1% | 36,043 | $5.3M |
| KBC Group NV | 0.02% | Add +27.5% | 35,695 | $5.2M |
| Omnia Family Wealth, LLC | 2.15% | Add +0.1% | 35,071 | $5.1M |
| Royce & Associates LP | 0.06% | No change | 34,800 | $5.1M |
| JPL Wealth Management, LLC | 1.43% | Add +1.1% | 34,226 | $5.0M |
| Osprey Private Wealth LLC | 2.97% | Add +23.0% | 34,215 | $5.0M |
| Cumberland Partners Ltd | 0.38% | Reduce -33.9% | 34,030 | $5.0M |
| Meketa Investment Group Inc. | 6.71% | Add +133.1% | 33,976 | $5.0M |
| Meridian Wealth Management, LLC | 0.24% | Reduce -2.9% | 33,593 | $4.9M |
| Maltese Capital Management LLC | 0.80% | Add +20.4% | 33,000 | $4.8M |
| Fieldview Capital Management, LLC | 0.68% | Add +465.9% | 32,815 | $4.8M |
| Silvant Capital Management LLC | 0.22% | No change | 32,755 | $4.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -7.6% | 32,700 | $4.8M |
| EFG Asset Management (North America) Corp. | 0.79% | Reduce -17.1% | 32,616 | $4.8M |
| USS Investment Management Ltd | 0.04% | No change | 32,560 | $4.8M |
| Capstone Investment Advisors, LLC | 0.05% | New | 32,500 | $4.8M |
| Vaughan Nelson Investment Management, L.P. | 0.05% | Reduce -82.5% | 32,208 | $4.7M |
| IFM Investors Pty Ltd | 0.05% | Reduce -2.2% | 32,074 | $4.7M |
| Quadrature Capital Ltd | 0.10% | New | 31,947 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.2% | 31,823 | $4.7M |
| TCW Group Inc. | 0.04% | Add +99.5% | 31,765 | $4.7M |
| SVB Wealth LLC | 0.19% | Reduce -39.1% | 31,333 | $4.6M |
| Utah Retirement Systems | 0.05% | Reduce -0.3% | 30,616 | $4.5M |
| Toronto Dominion Bank | 0.01% | Add +19.1% | 29,992 | $4.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +7.6% | 29,783 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -4.0% | 29,327 | $4.3M |
| Fred Alger Management, LLC | 0.02% | Reduce -65.5% | 29,125 | $4.3M |
| Pallas Capital Advisors LLC | 0.18% | Add +5.3% | 29,019 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -24.8% | 28,858 | $4.2M |
| Prosperity Consulting Group, LLC | 0.32% | Reduce -2.8% | 28,232 | $4.1M |
| D. E. Shaw & Co. | 0.01% | New | 28,119 | $4.1M |
| Wolverine Trading, LLC | 0.13% | New | 27,966 | $4.1M |
| Teacher Retirement System of Texas | 0.02% | Add +1462.8% | 27,552 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -34.2% | 27,462 | $4.0M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 27,151 | $4.0M |
| Grandeur Peak Global Advisors, LLC | 0.44% | Reduce -27.7% | 26,850 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -1.8% | 26,845 | $3.9M |
| Alliance Wealth Advisors, LLC | 1.02% | Add +0.9% | 26,727 | $3.9M |
| Creative Planning | 0.00% | Add +11.0% | 26,260 | $3.9M |
| Coastline Trust Co | 0.47% | Reduce -12.7% | 25,895 | $3.8M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.4% | 25,335 | $3.7M |
| Alps Advisors Inc. | 0.02% | Reduce -2.1% | 24,570 | $3.6M |
| Quantinno Capital Management LP | 0.02% | Add +30.8% | 24,506 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Add +40.0% | 24,409 | $3.6M |
| Dark Forest Capital Management LP | 0.16% | Add +133.0% | 24,250 | $3.6M |
| Fifth Third Bancorp | 0.01% | Reduce -3.4% | 24,007 | $3.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +2.0% | 24,234 | $3.5M |
| Great Diamond Partners, LLC | 0.94% | Reduce -3.9% | 23,428 | $3.4M |
| CI Investments Inc. | 0.01% | Reduce -76.6% | 23,330 | $3.4M |
| Chicago Partners Investment Group LLC | 0.11% | Add +74.4% | 21,032 | $3.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +1.3% | 23,074 | $3.4M |
| Munro Partners | 0.16% | Reduce -85.0% | 22,790 | $3.3M |
| CoreCap Advisors, LLC | 0.14% | Add +31.9% | 21,849 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.3% | 21,754 | $3.2M |
| Leavell Investment Management, Inc. | 0.15% | Add +0.9% | 21,064 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -27.7% | 20,886 | $3.1M |
| Sumitomo Life Insurance Co. | 0.11% | Reduce -0.6% | 20,249 | $3.0M |
| OP Asset Management Ltd | 0.05% | — | 19,714 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.19% | New | 19,547 | $2.9M |
| Schroder Investment Management Group | 0.00% | Reduce -2.6% | 19,330 | $2.8M |
| Richard Bernstein Advisors LLC | 0.07% | Reduce -4.4% | 19,057 | $2.8M |
| LYNX Capital Group Ltd. | 1.43% | Add +13.2% | 19,004 | $2.8M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +13.6% | 18,912 | $2.8M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 18,805 | $2.8M |
| Diversified Trust Co. | 0.07% | Add +9.2% | 18,567 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Add +8.6% | 18,430 | $2.7M |
| Argent Trust Co | 0.11% | Add +3.7% | 18,055 | $2.6M |
| Van Eck Associates Corp. | 0.00% | Add +70.9% | 17,895 | $2.6M |
| Engineers Gate Manager LP | 0.04% | New | 17,891 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.6% | 17,871 | $2.6M |
| Painted Porch Advisors LLC | 1.10% | Add +78.5% | 17,867 | $2.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.5% | 17,545 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +13.9% | 17,484 | $2.6M |
| Burling Wealth Partners, LLC | 0.54% | Add +13.3% | 17,391 | $2.5M |
| &partners | 0.03% | Add +11.8% | 17,539 | $2.5M |
| Pinebridge Investments, L.P. | 0.02% | Add +816.7% | 16,968 | $2.5M |
| Morse Asset Management, Inc | 0.63% | Add +1.8% | 16,755 | $2.5M |
| Alta Fox Capital Management, LLC | 0.97% | New | 16,732 | $2.5M |
| Mariner, LLC | 0.00% | Add +36.2% | 16,291 | $2.4M |
| Institute for Wealth Management, LLC. | 0.30% | Add +1.6% | 16,030 | $2.4M |
| Catalyst Funds Management Pty Ltd | 0.61% | New | 16,000 | $2.3M |
| Banco BTG Pactual S.A. | 0.59% | Add +102.3% | 16,000 | $2.3M |
| Camarda Financial Advisors, LLC | 1.05% | Reduce -3.7% | 15,929 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +1.7% | 15,881 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -6.2% | 15,869 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +3.3% | 15,858 | $2.3M |
| EFG Asset Management (Americas) Corp. | 0.47% | Reduce -25.5% | 15,766 | $2.3M |
| Caisse de depot et placement du Quebec | 0.00% | New | 15,748 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +9.1% | 15,662 | $2.3M |
| Hunting Hill Global Capital, LLC | 2.82% | No change | 15,257 | $2.2M |
| Knollwood Investment Advisory, LLC | 0.24% | No change | 15,100 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -3.9% | 15,042 | $2.2M |
| Nordea Investment Management AB | 0.00% | Add +0.4% | 15,183 | $2.2M |
| Neo Ivy Capital Management | 0.67% | New | 14,406 | $2.1M |
| Avanza Fonder AB | 0.07% | Reduce -3.0% | 13,618 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +112.7% | 13,919 | $2.1M |
| Jennison Associates LLC | 0.00% | Reduce -13.3% | 14,056 | $2.1M |
| Harbor Advisors LLC | 0.36% | No change | 14,000 | $2.1M |
| DSM Capital Partners LLC | 0.04% | No change | 13,993 | $2.1M |
| GM Advisory Group, LLC | 0.11% | New | 13,951 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | Add +182.2% | 13,906 | $2.0M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -3.2% | 13,876 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +68.1% | 13,685 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 13,637 | $2.0M |
| Swiss Life Asset Management Ltd | 0.01% | Add +32.5% | 13,475 | $2.0M |
| Valeo Financial Advisors, LLC | 0.05% | Add +0.5% | 13,300 | $1.9M |
| Amalgamated Bank | 0.02% | Add +7.7% | 13,162 | $1.9M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -6.6% | 13,097 | $1.9M |
| Northeast Financial Consultants Inc | 0.08% | No change | 13,042 | $1.9M |
| Paragon Advisors, LLC | 0.70% | Add +2.9% | 12,712 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.4% | 12,696 | $1.9M |
| Kentucky Retirement Systems | 0.06% | New | 12,631 | $1.9M |
| AXA S.A. | 0.01% | Add +34.3% | 12,506 | $1.8M |
| Laurion Capital Management LP | 0.15% | Add +11.9% | 12,478 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.3% | 12,169 | $1.8M |
| Numerai GP LLC | 0.33% | New | 12,077 | $1.8M |
| Advisory Research Inc. | 0.30% | Add +3.7% | 11,751 | $1.7M |
| Oak Thistle LLC | 0.34% | New | 11,628 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.2% | 11,380 | $1.7M |
| Cinctive Capital Management LP | 0.13% | Add +145.6% | 11,197 | $1.6M |
| Choreo, LLC | 0.03% | Add +132.5% | 11,151 | $1.6M |
| Heard Capital LLC | 0.10% | No change | 11,150 | $1.6M |
| Walleye Capital LLC | 0.02% | Add +817.5% | 11,148 | $1.6M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -23.7% | 10,960 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +46.3% | 10,867 | $1.6M |
| RFG Advisory, LLC | 0.04% | Reduce -4.2% | 10,590 | $1.6M |
| AQR Capital Management | 0.00% | Add +116.7% | 10,360 | $1.5M |
| Fiera Capital Corp | 0.01% | Reduce -0.3% | 10,341 | $1.5M |
| Access Financial Services, Inc. | 0.60% | Reduce -9.9% | 10,244 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +454.4% | 10,157 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +1.4% | 9,566 | $1.4M |
| Formula Growth Ltd. | 0.56% | New | 9,500 | $1.4M |
| Affinity Wealth Management LLC | 0.25% | Add +2.7% | 9,200 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -12.8% | 9,171 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +57.4% | 9,104 | $1.3M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | — | 7,760 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.5% | 8,648 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Add +0.6% | 8,576 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +29.3% | 8,312 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.0% | 8,305 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -22.0% | 8,305 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -1.7% | 8,228 | $1.2M |
| CIBC Asset Management Inc | 0.00% | Add +6.8% | 8,198 | $1.2M |
| Prudential PLC | 0.01% | Add +305.9% | 8,110 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +40.7% | 7,960 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +10.8% | 7,871 | $1.2M |
| Portside Wealth Group, LLC | 0.19% | Add +6.5% | 7,820 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 7,751 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.8% | 7,721 | $1.1M |
| Granite FO LLC | 0.64% | No change | 7,705 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -59.9% | 7,683 | $1.1M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +14.9% | 7,527 | $1.1M |
| LGT Fund Management Co Ltd. | 0.10% | Add +53.1% | 7,500 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +2.4% | 7,439 | $1.1M |
| Western Financial Corp | 0.61% | Add +113.4% | 7,187 | $1.1M |
| Fjell Capital, LLC | 1.06% | Add +19.6% | 7,155 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +80.5% | 7,128 | $1.0M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -88.7% | 7,100 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Add +6.5% | 6,917 | $1.0M |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | New | 6,889 | $1.0M |
| Cynosure Group, LLC | 0.14% | Add +33.7% | 6,873 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +6.0% | 6,791 | $996K |
| Secure Asset Management, LLC | 0.20% | Add +5.3% | 6,735 | $987K |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 6,717 | $985K |
| NewEdge Wealth, LLC | 0.02% | Reduce -18.3% | 6,583 | $965K |
| Fig Financial Advisory Services Inc. | 0.65% | Add +2.6% | 6,316 | $926K |
| Genesee Capital Advisors, LLC | 0.46% | Reduce -37.3% | 6,302 | $924K |
| Shell Asset Management Co. | 0.04% | Reduce -4.0% | 6,228 | $913K |
| Dudley Capital Management, LLC | 0.49% | No change | 6,200 | $909K |
| Empowered Funds, LLC | 0.01% | Add +42.7% | 6,197 | $909K |
| Farther Finance Advisors, LLC | 0.02% | Add +0.1% | 6,011 | $898K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.1% | 6,120 | $897K |
| Mattson Financial Services, LLC | 0.27% | Reduce -4.7% | 6,024 | $883K |
| Bfsg, LLC | 0.11% | Reduce -4.4% | 6,020 | $883K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 6,007 | $881K |
| Captrust Financial Advisors | 0.00% | Reduce -26.3% | 5,974 | $876K |
| Lido Advisors, LLC | 0.01% | Add +132.1% | 5,910 | $867K |
| Bank of Nova Scotia | 0.00% | Add +29.5% | 5,870 | $861K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +17.5% | 5,798 | $850K |
| Avestar Capital, LLC | 0.08% | Add +81.7% | 5,641 | $827K |
| Hamilton Capital Partners Inc. | 0.05% | Reduce -1.2% | 5,634 | $826K |
| Verition Fund Management LLC | 0.00% | Add +48.4% | 5,582 | $818K |
| Everhart Financial Group, Inc. | 0.11% | Add +1.8% | 5,562 | $815K |
| Infrastructure Capital Advisors, LLC | 0.14% | Add +6.8% | 5,531 | $811K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +14.1% | 5,446 | $798K |
| Relyea Zuckerberg Hanson LLC | 0.11% | Add +5.6% | 5,427 | $796K |
| Mutual Advisors, LLC | 0.02% | Add +6.4% | 5,165 | $795K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | New | 5,380 | $789K |
| Investment Management Corp of Ontario | 0.02% | Add +1.9% | 5,351 | $785K |
| Polymer Capital Management (US) LLC | 0.24% | New | 5,323 | $780K |
| Advisor OS, LLC | 0.09% | Reduce -3.0% | 5,234 | $767K |
| Tritonpoint Wealth, LLC | 0.07% | Add +0.3% | 5,227 | $766K |
| Ossiam | 0.01% | Reduce -46.9% | 5,195 | $762K |
| Parcion Private Wealth LLC | 0.06% | Reduce -44.7% | 5,186 | $760K |
| Rakuten Investment Management, Inc. | 0.00% | — | 5,200 | $753K |
| DAVENPORT & Co LLC | 0.00% | Add +41.4% | 5,070 | $743K |
| Zhang Financial LLC | 0.04% | Add +70.5% | 5,049 | $740K |
| Spire Wealth Management | 0.02% | Add +2.5% | 5,028 | $737K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.4% | 4,918 | $735K |
| Leonteq Securities AG | 0.06% | Add +879.0% | 4,944 | $734K |
| ArrowMark Colorado Holdings LLC | 0.01% | No change | 4,998 | $733K |
| Nicholas Wealth, LLC. | 0.76% | Reduce -25.9% | 4,986 | $731K |
| Strategic Blueprint, LLC | 0.04% | Add +5.0% | 4,948 | $725K |
| HB Wealth Management, LLC | 0.01% | Add +99.8% | 4,923 | $722K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +172.7% | 4,766 | $699K |
| Vontobel Holding Ltd. | 0.00% | Add +92.8% | 4,727 | $693K |
| Prospera Financial Services Inc | 0.02% | Reduce -7.2% | 4,696 | $689K |
| Concentric Capital Strategies, LP | 0.07% | New | 4,676 | $686K |
| Machina Capital S.A.S. | 0.20% | New | 4,669 | $685K |
| Procyon Advisors, LLC | 0.04% | Add +10.6% | 4,628 | $678K |
| Guinness Asset Management LTD | 0.01% | Reduce -13.0% | 4,619 | $677K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -3.8% | 4,600 | $674K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -39.6% | 4,579 | $671K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 4,547 | $667K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +198.1% | 4,546 | $665K |
| Mgo One Seven LLC | 0.03% | New | 4,516 | $662K |
| Blue Trust, Inc. | 0.01% | Add +257.9% | 4,509 | $661K |
| Eagle Global Advisors LLC | 0.03% | No change | 4,500 | $660K |
| Norden Group LLC | 0.08% | Reduce -7.5% | 4,499 | $660K |
| Ascentis Independent Advisors | 0.13% | Add +9.6% | 4,487 | $658K |
| Rathbones Group PLC | 0.00% | Reduce -34.0% | 4,467 | $655K |
| PAX Financial Group, LLC | 0.12% | Add +25.4% | 4,451 | $653K |
| Park Place Capital Corp | 0.18% | Reduce -2.2% | 4,413 | $647K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 4,375 | $641K |
| Principal Securities, Inc. | 0.01% | No change | 3,616 | $640K |
| Bessemer Group Inc. | 0.00% | Add +1.8% | 4,360 | $639K |
| Quantitative Investment Management, LLC | 0.06% | New | 4,325 | $634K |
| Renasant Bank | 0.42% | No change | 4,313 | $632K |
| Keybank National Association | 0.00% | Reduce -0.4% | 4,285 | $628K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 4,282 | $628K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -22.5% | 4,253 | $624K |
| TrinityBridge Ltd | 0.02% | No change | 4,230 | $620K |
| Sage Advisors, LLC | 0.43% | Add +186.3% | 4,211 | $617K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.6% | 4,198 | $615K |
| Belpointe Asset Management LLC | 0.03% | Reduce -7.9% | 4,188 | $614K |
| Squarepoint Ops LLC | 0.00% | No change | 4,142 | $607K |
| CoreFirst Bank & Trust | 0.39% | No change | 4,090 | $600K |
| Equitable Holdings, Inc. | 0.01% | Add +64.4% | 4,082 | $598K |
| StoneX Group Inc. | 0.03% | Reduce -5.7% | 4,073 | $597K |
| Dakota Wealth Management | 0.01% | Add +5.5% | 4,022 | $590K |
| Graham Capital Management, L.P. | 0.03% | Add +47.5% | 4,002 | $587K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +38.6% | 4,000 | $586K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -12.7% | 3,992 | $585K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -31.6% | 3,982 | $584K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +43.8% | 3,949 | $579K |
| Vestcor Inc | 0.02% | Add +27.0% | 3,946 | $579K |
| ASR Vermogensbeheer N.V. | 0.01% | — | 3,947 | $579K |
| Impact Partnership Wealth, LLC | 0.12% | Add +33.4% | 3,867 | $567K |
| Kwmg, LLC | 0.06% | No change | 3,842 | $563K |
| Personal Cfo Solutions, LLC | 0.11% | Reduce -3.2% | 3,827 | $561K |
| Banque Cantonale Vaudoise | 0.02% | — | 3,822 | $560K |
| Aries Wealth Management | 0.15% | No change | 3,799 | $557K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +3.0% | 3,732 | $547K |
| Fullcircle Wealth LLC | 0.22% | Add +56.3% | 3,529 | $541K |
| Bayforest Capital Ltd | 0.23% | Add +1036.9% | 3,638 | $533K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.3% | 3,633 | $533K |
| UniSuper Management Pty Ltd | 0.00% | No change | 3,600 | $528K |
| QRG Capital Management, Inc. | 0.01% | Reduce -5.5% | 3,545 | $520K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +202.6% | 3,489 | $512K |
| Tidal Investments LLC | 0.00% | Reduce -72.9% | 3,421 | $502K |
| Beverly Hills Private Wealth, LLC | 0.10% | New | 3,416 | $501K |
| MJP Associates Inc. | 0.09% | Reduce -3.5% | 3,382 | $496K |
| Glenmede Trust Co. NA | 0.00% | Reduce -41.5% | 3,374 | $495K |
| Wealth Alliance, LLC | 0.06% | New | 3,361 | $493K |
| Metis Global Partners, LLC | 0.01% | Add +30.2% | 3,357 | $492K |
| Stone Summit Wealth LLC | 0.16% | Reduce -1.5% | 3,300 | $484K |
| Abn Amro Investment Solutions | 0.01% | Add +6.0% | 3,294 | $483K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -21.2% | 3,289 | $482K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.7% | 3,285 | $482K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 3,279 | $481K |
| Fulton Bank, N.A. | 0.02% | Reduce -26.8% | 3,213 | $471K |
| Bridges Investment Management Inc. | 0.01% | Add +7.3% | 3,192 | $468K |
| Fiduciary Family Office, LLC | 0.16% | New | 3,191 | $468K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.8% | 3,156 | $463K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +11.6% | 3,123 | $458K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | New | 3,114 | $457K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.3% | 3,112 | $456K |
| Leo Wealth, LLC | 0.07% | Add +3.1% | 3,100 | $454K |
| Mount Lucas Management LP | 0.21% | New | 3,042 | $446K |
| Naples Global Advisors, LLC | 0.04% | Reduce -2.4% | 3,030 | $444K |
| New York Life Investment Management LLC | 0.00% | New | 3,024 | $443K |
| Brown Financial Advisors | 0.18% | Add +6.7% | 2,999 | $440K |
| Pinnacle Associates Ltd. | 0.01% | Add +50.8% | 2,989 | $438K |
| Cwm, LLC | 0.00% | Add +9.6% | 2,950 | $432K |
| Certior Financial Group, LLC | 0.35% | Add +0.7% | 2,921 | $428K |
| Round Rock Advisors LLC | 0.08% | Add +120.2% | 2,869 | $421K |
| Copley Financial Group, Inc. | 0.32% | Reduce -3.8% | 2,855 | $419K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -0.4% | 2,837 | $416K |
| Brookwood Investment Group LLC | 0.07% | — | 2,831 | $415K |
| CW Advisors, LLC | 0.00% | New | 2,801 | $411K |
| Baker Tilly Wealth Management, LLC | 0.16% | Add +0.9% | 2,789 | $409K |
| Stamos Capital Partners, L.P. | 0.11% | New | 2,774 | $407K |
| J.Safra Asset Management Corp | 0.03% | Add +67.0% | 2,748 | $403K |
| Clearstead Advisors, LLC | 0.01% | Add +116.5% | 2,711 | $397K |
| Americana Partners, LLC | 0.02% | Reduce -15.6% | 2,705 | $397K |
| Reliant Investment Partners, LLC | 0.40% | Reduce -1.8% | 2,703 | $396K |
| Venturi Wealth Management, LLC | 0.02% | Add +1.4% | 2,700 | $396K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -17.1% | 2,658 | $390K |
| Trueblood Wealth Management, LLC | 0.18% | Reduce -2.5% | 2,638 | $387K |
| Klingman & Associates, LLC | 0.02% | Reduce -48.2% | 2,636 | $386K |
| Ieq Capital, LLC | 0.00% | New | 2,594 | $380K |
| Meeder Advisory Services, Inc. | 0.02% | Add +45.6% | 2,581 | $378K |
| Summit Trail Advisors, LLC | 0.01% | Add +101.9% | 2,570 | $377K |
| Wealthspire Advisors, LLC | 0.00% | Add +14.8% | 2,567 | $376K |
| Cloud Capital Management, LLC | 0.26% | — | 2,540 | $372K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 2,530 | $371K |
| Signaturefd, LLC | 0.01% | Add +15.5% | 2,519 | $369K |
| 111 Capital | 0.07% | New | 2,474 | $363K |
| Gilbert & Cook, Inc. | 0.05% | Add +1.4% | 2,442 | $358K |
| Yousif Capital Management, LLC | 0.00% | Add +1.9% | 2,397 | $351K |
| True Vision MN LLC | 0.21% | New | 2,388 | $350K |
| River Road Asset Management, LLC | 0.00% | New | 2,352 | $345K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,337 | $343K |
| Inscription Capital, LLC | 0.06% | — | 2,552 | $339K |
| E. Ohman J:or Asset Management AB | 0.01% | Reduce -20.7% | 2,300 | $337K |
| Coldstream Capital Management Inc. | 0.01% | Add +9.3% | 2,295 | $336K |
| Buttonwood Financial Advisors Inc. | 0.15% | Reduce -16.0% | 2,277 | $334K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -26.9% | 2,145 | $331K |
| Mather Group, Llc. | 0.00% | Reduce -2.0% | 2,258 | $331K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 2,230 | $327K |
| Balefire, LLC | 0.11% | New | 2,223 | $326K |
| Fiduciary Trust Co | 0.00% | Add +14.1% | 2,201 | $323K |
| Fulcrum Capital LLC | 0.07% | No change | 2,198 | $322K |
| Larson Financial Group LLC | 0.02% | Add +6.1% | 2,171 | $318K |
| Siemens Fonds Invest GmbH | 0.02% | Add +7.8% | 2,167 | $318K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 2,165 | $317K |
| Harbor Investment Advisory, LLC | 0.03% | Add +0.3% | 2,154 | $316K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -26.9% | 2,145 | $314K |
| Marest Capital, LLC | 0.25% | Add +1.4% | 2,091 | $307K |
| Vident Advisory, LLC | 0.00% | New | 2,090 | $306K |
| Kane Investment Management, Inc. | 0.14% | Add +31.2% | 2,042 | $299K |
| Walled Lake Planning & Wealth Management, LLC | 0.11% | Add +4.2% | 2,035 | $298K |
| Walleye Trading LLC | 0.01% | Reduce -37.3% | 2,028 | $297K |
| Wedbush Securities Inc. | 0.01% | Add +6.9% | 2,011 | $295K |
| Whittier Trust Co. | 0.00% | No change | 2,005 | $294K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,000 | $293K |
| IFP Advisors, Inc | 0.01% | Add +129.6% | 1,988 | $291K |
| Ostrum Asset Management | 0.02% | Add +59.9% | 1,960 | $287K |
| Guggenheim Capital LLC | 0.00% | Add +53.9% | 1,958 | $287K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -18.5% | 1,979 | $287K |
| Berry Wealth Group, LP | 0.22% | Add +42.9% | 1,939 | $284K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +17.9% | 1,921 | $282K |
| Focus Partners Wealth | 0.00% | Add +15.3% | 1,902 | $279K |
| Breed's Hill Capital LLC | 0.15% | No change | 1,850 | $271K |
| Financial Management Network Inc. | 0.06% | Add +56.4% | 2,171 | $271K |
| Integrated Advisors Network LLC | 0.01% | Add +8.5% | 1,841 | $270K |
| Blue Barn Wealth, LLC | 0.14% | Reduce -0.8% | 1,841 | $270K |
| Cigna Investments Inc. | 0.05% | Reduce -3.1% | 1,828 | $268K |
| Aspen Grove Capital, LLC | 0.05% | New | 1,816 | $266K |
| MAI Capital Management | 0.00% | Add +11.0% | 1,811 | $266K |
| Snowden Capital Advisors LLC | 0.01% | Add +17.6% | 1,806 | $265K |
| HighPoint Advisor Group LLC | 0.02% | Add +21.1% | 1,714 | $262K |
| Wrapmanager Inc. | 0.07% | Reduce -5.0% | 1,776 | $260K |
| World Investment Advisors | 0.01% | Add +3.0% | 1,775 | $260K |
| Fiduciary Group, LLC | 0.03% | No change | 1,772 | $260K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.5% | 1,763 | $258K |
| Stonegate Investment Group, LLC | 0.01% | Add +43.9% | 1,761 | $258K |
| Glenview Trust Co | 0.01% | New | 1,749 | $256K |
| Equitable Trust Co. | 0.01% | No change | 1,718 | $252K |
| Nemes Rush Group LLC | 0.03% | Add +48.6% | 1,693 | $248K |
| Virtue Capital Management, LLC | 0.03% | Add +3.4% | 1,664 | $243K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -19.3% | 1,653 | $242K |
| Albion Financial Group | 0.02% | No change | 1,650 | $242K |
| Independent Financial Group, LLC | 0.01% | New | 1,584 | $232K |
| Axq Capital, LP | 0.09% | New | 1,578 | $231K |
| CSS LLC | 0.05% | New | 1,576 | $231K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.4% | 1,562 | $229K |
| Evoke Wealth, LLC | 0.01% | Reduce -3.6% | 1,543 | $226K |
| RMR Wealth Builders | 0.02% | Add +0.6% | 1,520 | $223K |
| Sowell Financial Services LLC | 0.01% | New | 1,511 | $222K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 1,500 | $220K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,500 | $220K |
| Occidental Asset Management, LLC | 0.03% | New | 1,491 | $219K |
| Quarry LP | 0.06% | Add +1546.1% | 1,465 | $215K |
| Wrenne Financial Planning LLC | 0.11% | No change | 1,449 | $213K |
| Marks Group Wealth Management, Inc | 0.02% | Reduce -0.6% | 1,448 | $212K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 1,443 | $212K |
| Maven Securities LTD | 0.05% | Reduce -4.8% | 1,428 | $209K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Add +4.8% | 1,426 | $209K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +1.6% | 1,416 | $208K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,410 | $207K |
| Paradigm Asset Management Co. LLC | 0.05% | No change | 1,400 | $205K |
| Icon Wealth Advisors, LLC | 0.02% | Add +36.1% | 1,373 | $201K |
| OneDigital Investment Advisors LLC | 0.00% | Add +14.6% | 1,369 | $201K |
| Insigneo Advisory Services, LLC | 0.02% | Add +4.8% | 1,367 | $200K |
| Nisa Investment Advisors, LLC | 0.00% | Add +64.6% | 1,350 | $198K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.5% | 1,344 | $197K |
| Moser Wealth Advisors, LLC | 0.10% | Add +956.0% | 1,320 | $194K |
| HM Payson & Co. | 0.00% | No change | 1,304 | $191K |
| West Paces Advisors Inc. | 0.04% | No change | 1,199 | $176K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +4.2% | 1,195 | $175K |
| Allworth Financial LP | 0.00% | Add +22.9% | 1,137 | $174K |
| Lanark Financial, Inc. | 0.01% | — | 1,146 | $168K |
| Loomis Sayles & Co. L P | 0.00% | Add +73.6% | 1,073 | $157K |
| SG Americas Securities, LLC | 0.00% | Reduce -72.5% | 1,046 | $153K |
| Brooklyn Investment Group | 0.03% | Add +65.3% | 1,040 | $152K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,014 | $149K |
| Promus Capital, LLC | 0.11% | No change | 1,007 | $148K |
| GKV Capital Management Co., Inc. | 0.07% | No change | 1,000 | $147K |
| SBI Securities Co., Ltd. | 0.00% | Add +110.0% | 987 | $145K |
| AlphaQuest LLC | 0.02% | New | 976 | $143K |
| Elevation Wealth Partners, LLC | 0.06% | Reduce -24.1% | 973 | $143K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 930 | $136K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 870 | $128K |
| Canton Hathaway, LLC | 0.03% | Add +9.5% | 865 | $127K |
| Cary Street Partners Investment Advisory LLC | 0.07% | New | 865 | $127K |
| Cary Street Partners Financial LLC | 0.00% | New | 865 | $127K |
| Quent Capital, LLC | 0.01% | Add +7.3% | 740 | $108K |
| Smartleaf Asset Management LLC | 0.01% | Add +9.1% | 746 | $108K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +92.9% | 675 | $99K |
| Huntington National Bank | 0.00% | Reduce -7.4% | 652 | $96K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +3.7% | 612 | $90K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 604 | $89K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.5% | 571 | $84K |
| American National Bank & Trust | 0.01% | New | 560 | $82K |
| Lindbrook Capital, LLC | 0.01% | Add +6.5% | 553 | $81K |
| Caitong International Asset Management Co., Ltd | 0.06% | New | 531 | $78K |
| Dagco, Inc. | 0.02% | New | 500 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Add +708.2% | 493 | $72K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.3% | 480 | $70K |
| Creekmur Asset Management LLC | 0.01% | Reduce -49.3% | 480 | $70K |
| Johnson Financial Group, Inc. | 0.00% | Add +177.1% | 471 | $69K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -92.7% | 396 | $68K |
| Westpac Banking Corp. | 0.00% | Add +33.1% | 442 | $65K |
| Harbour Investments, Inc. | 0.00% | Add +6.0% | 422 | $62K |
| Salem Investment Counselors Inc. | 0.00% | No change | 415 | $61K |
| Bokf, NA | 0.00% | No change | 408 | $60K |
| Opal Wealth Advisors, LLC | 0.02% | New | 406 | $60K |
| Key Financial Inc | 0.01% | No change | 400 | $59K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 397 | $58K |
| GW&K Investment Management, LLC | 0.00% | Add +69.5% | 373 | $55K |
| Ofi Invest Asset Management | 0.00% | New | 402 | $55K |
| Quadrant Capital Group LLC | 0.00% | Add +73.0% | 365 | $54K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.7% | 358 | $52K |
| West Oak Capital, LLC | 0.03% | No change | 350 | $51K |
| Private Trust Co. NA | 0.01% | Add +0.6% | 338 | $50K |
| SouthState Bank Corp | 0.00% | New | 325 | $48K |
| Covestor Ltd | 0.03% | Add +108.1% | 308 | $45K |
| Rise Advisors, LLC | 0.02% | Add +0.7% | 304 | $45K |
| Avalon Trust Co | 0.00% | No change | 299 | $44K |
| Silicon Valley Capital Partners | 0.01% | No change | 300 | $43K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +76.4% | 291 | $43K |
| GAMMA Investing LLC | 0.00% | Add +21.1% | 275 | $40K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 270 | $40K |
| Rakuten Securities, Inc. | 0.02% | Add +3262.5% | 269 | $39K |
| Bruce G. Allen Investments, LLC | 0.03% | Add +24.4% | 265 | $39K |
| Global Financial Private Client, LLC | 0.01% | Add +125.6% | 264 | $39K |
| Arlington Trust Co LLC | 0.01% | No change | 255 | $37K |
| Eastern Bank | 0.00% | No change | 250 | $37K |
| Arax Advisory Partners | 0.00% | Add +1585.7% | 236 | $35K |
| CVA Family Office, LLC | 0.01% | Reduce -14.6% | 235 | $34K |
| Acadian Asset Management LLC | 0.00% | No change | 233 | $34K |
| Hartford Financial Management Inc. | 0.01% | No change | 223 | $33K |
| Riverview Trust Co | 0.03% | Reduce -2.7% | 218 | $32K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 212 | $31K |
| Compass Wealth Management LLC | 0.01% | No change | 210 | $31K |
| Noble Wealth Management PBC | 0.02% | No change | 202 | $30K |
| Redmont Wealth Advisors LLC | 0.05% | New | 191 | $28K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -1.1% | 173 | $25K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +17.9% | 171 | $25K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 158 | $23K |
| Versant Capital Management, Inc | 0.00% | Reduce -3.7% | 156 | $23K |
| Meeder Asset Management Inc. | 0.00% | Add +115.7% | 151 | $22K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.4% | 139 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.6% | 129 | $19K |
| Cetera Trust Company, N.A | 0.01% | No change | 125 | $18K |
| Valley National Advisers Inc. | 0.00% | Add +89.4% | 125 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 115 | $17K |
| 2UniFi Bank | 0.01% | New | 92 | $16K |
| Atwood & Palmer Inc. | 0.00% | No change | 107 | $16K |
| Transce3nd, LLC | 0.01% | Reduce -36.1% | 106 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $15K |
| Wayfinding Financial, LLC | 0.01% | New | 96 | $14K |
| WPG Advisers, LLC | 0.01% | Reduce -26.8% | 90 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 90 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 87 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 77 | $11K |
| WASHINGTON TRUST Co | 0.00% | No change | 74 | $11K |
| Saudi Central Bank | 0.06% | New | 74 | $11K |
| Centricity Wealth Management, LLC | 0.01% | No change | 65 | $10K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 59 | $9K |
| Hemington Wealth Management | 0.00% | Add +34.9% | 58 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.9% | 54 | $8K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -3.9% | 50 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 51 | $7K |
| Clearstead Trust, LLC | 0.00% | New | 50 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $7K |
| Kings Path Partners LLC | 0.00% | No change | 44 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -10.9% | 41 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -2.4% | 40 | $6K |
| ORG Partners LLC | 0.00% | New | 35 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 35 | $5K |
| Avion Wealth | 0.00% | No change | 30 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 34 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 32 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -47.4% | 30 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 28 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +80.0% | 27 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 25 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 23 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +360.0% | 23 | $3K |
| Highline Wealth Partners LLC | 0.00% | Add +340.0% | 22 | $3K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -99.5% | 23 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +42.9% | 20 | $3K |
| Rothschild Investment LLC | 0.00% | Add +11.8% | 19 | $3K |
| Curio Wealth, LLC | 0.00% | New | 1 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 18 | $3K |
| Hughes Financial Services, LLC | 0.00% | New | 15 | $2K |
| North Capital, Inc. | 0.00% | — | 15 | $2K |
| S&T Bank | 0.00% | New | 14 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| Cromwell Holdings LLC | 0.00% | New | 12 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 12 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Mascoma Wealth Management LLC | 0.00% | No change | 11 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 10 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 10 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 10 | $1K |
| Manchester Capital Management LLC | 0.00% | Add +150.0% | 10 | $1K |
| New Millennium Group LLC | 0.00% | Add +11.1% | 10 | $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% | No change | 9 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +125.0% | 9 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 7 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 9 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -33.3% | 6 | $880 |
| Binnacle Investments Inc | 0.00% | — | 6 | $880 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 6 | $880 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 5 | $734 |
| Pacer Advisors, Inc. | 0.00% | No change | 5 | $733 |
| Cheviot Value Management, LLC | 0.00% | New | 4 | $643 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 4 | $587 |
| Beacon Capital Management, LLC | 0.00% | New | 4 | $586 |
| True Wealth Design, LLC | 0.00% | New | 3 | $440 |
| Activest Wealth Management | 0.00% | Add +0.0% | 3 | $440 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 3 | $440 |
| Bear Mountain Capital, Inc. | 0.00% | New | 2 | $311 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $294 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $293 |
| Dogwood Wealth Management LLC | 0.00% | New | 2 | $293 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $293 |
| Golden State Wealth Management, LLC | 0.00% | New | 2 | $293 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $293 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 1 | $147 |
| Sachetta, LLC | 0.00% | No change | 1 | $147 |
| TFC Financial Management, Inc. | 0.00% | Reduce -97.6% | 1 | $147 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $137 |
"% 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.