Ares Management Corp. Class AARES
13F holders, Q2 2025 (June 30)770holders +25
98new positions
73sold out
3famous investors
$173.22avg. 13F price*
At the end of Q2 2025, 770 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 25 from Q1 2025. 98 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($3.6B), Sumitomo Mitsui Financial Group, Inc. ($2.3B) and BlackRock, Inc. ($2.3B). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ares Management Corp. Class A
- Sector
- Finance
- CUSIP
- 03990B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $368.5M |
| Exits | 73 | $447.8M |
All 13F filers, Q1 2025 → Q2 2025: 17,404,981 shares bought and 10,139,024 shares sold, net +7,265,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 770 holders
| Vanguard Group Inc. | 0.06% | Add +9.1% | 20,936,367 | $3.6B |
| Sumitomo Mitsui Financial Group, Inc. | 37.78% | No change | 13,364,740 | $2.3B |
| BlackRock, Inc. | 0.04% | Add +3.2% | 13,196,497 | $2.3B |
| Wellington Management Group LLP | 0.40% | Reduce -7.2% | 12,633,808 | $2.2B |
| Capital World Investors | 0.30% | Reduce -1.4% | 11,745,662 | $2.0B |
| JPMorgan Chase & Co. | 0.10% | Reduce -1.4% | 8,191,456 | $1.4B |
| FMR LLC | 0.08% | Reduce -0.7% | 8,010,168 | $1.4B |
| T. Rowe Price Associates Inc. | 0.12% | Add +342.2% | 6,253,020 | $1.1B |
| Franklin Resources Inc. | 0.26% | Add +34.4% | 5,617,916 | $973.0M |
| Massachusetts Financial Services Co. | 0.25% | Reduce -8.7% | 4,585,254 | $794.2M |
| Capital International Investors | 0.13% | Add +1.2% | 4,227,281 | $732.2M |
| Bank of America Corp. | 0.06% | Add +7.3% | 4,226,674 | $732.1M |
| State Street Corp. | 0.03% | Add +4.5% | 4,122,559 | $714.0M |
| Morgan Stanley | 0.04% | Add +21.4% | 3,690,535 | $639.2M |
| Brown Advisory Inc. | 0.79% | Reduce -6.4% | 3,448,586 | $597.3M |
| Geode Capital Management, LLC | 0.04% | Add +7.6% | 3,454,083 | $596.3M |
| Principal Financial Group Inc. | 0.31% | Add +2.6% | 3,439,948 | $595.8M |
| LRI Investments, LLC | 34.54% | Reduce -1.4% | 2,347,722 | $406.6M |
| American Century Companies Inc. | 0.22% | Add +14.9% | 2,291,745 | $396.9M |
| Nuveen, LLC | 0.10% | Add +21.7% | 2,163,291 | $374.7M |
| Norges Bank | 0.04% | Reduce -10.8% | 1,899,017 | $328.9M |
| Raymond James Financial Inc. | 0.11% | Reduce -1.7% | 1,870,931 | $324.0M |
| Canada Pension Plan Investment Board | 0.24% | Reduce -7.0% | 1,605,906 | $278.1M |
| Invesco Ltd. | 0.05% | Reduce -34.5% | 1,544,245 | $267.5M |
| Clearbridge Investments, LLC | 0.21% | Add +17.3% | 1,508,428 | $261.3M |
| Curated Wealth Partners LLC | 30.24% | No change | 1,489,009 | $257.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +14.6% | 1,384,060 | $239.7M |
| Vulcan Value Partners, LLC | 3.83% | Add +780.7% | 1,220,881 | $217.3M |
| M&G PLC | 1.21% | Reduce -5.3% | 1,223,152 | $211.6M |
| Agf Management Ltd. | 0.97% | Reduce -20.3% | 1,218,249 | $211.0M |
| Northern Trust Corp. | 0.03% | Add +9.2% | 1,206,086 | $208.9M |
| TD Asset Management Inc | 0.17% | Reduce -3.5% | 1,158,635 | $200.7M |
| Westfield Capital Management Co. LP | 0.78% | Reduce -4.4% | 1,078,769 | $186.8M |
| UBS Group AG | 0.04% | Add +14.7% | 1,070,704 | $185.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.1% | 1,066,706 | $184.8M |
| Hamlin Capital Management, LLC | 4.26% | Reduce -6.2% | 1,063,216 | $184.1M |
| Janus Henderson Group PLC | 0.08% | Reduce -0.1% | 961,856 | $166.6M |
| Winslow Capital Management, LLC | 0.54% | New | 934,030 | $161.8M |
| CIBC Private Wealth Group LLC | 0.29% | Reduce -7.7% | 931,779 | $161.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -9.2% | 906,017 | $156.9M |
| Corient Private Wealth LP | 0.21% | Reduce -15.2% | 897,026 | $155.4M |
| Legal & General Group Plc | 0.04% | Reduce -1.0% | 871,913 | $151.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.7% | 828,114 | $143.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +8.3% | 796,472 | $137.9M |
| Peregrine Capital Management LLC | 3.40% | Reduce -5.4% | 651,098 | $112.8M |
| Quilter Plc | 2.03% | Reduce -0.8% | 641,739 | $111.1M |
| Royal Bank of Canada | 0.02% | Add +3.9% | 638,126 | $110.5M |
| Lord, Abbett & Co. LLC | 0.37% | Reduce -4.1% | 632,165 | $109.5M |
| Truist Financial Corp. | 0.15% | Add +3.5% | 602,743 | $104.4M |
| Wells Fargo & Company | 0.02% | Add +22.6% | 589,024 | $102.0M |
| Neuberger Berman Group LLC | 0.07% | Add +41.0% | 538,631 | $93.3M |
| FIL Ltd | 0.07% | Add +6.0% | 504,006 | $87.3M |
| Artisan Partners Limited Partnership | 0.13% | Add +4.3% | 498,454 | $86.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +8.7% | 452,396 | $78.4M |
| Parnassus Investments, LLC | 0.17% | Add +400.8% | 422,328 | $73.1M |
| Blue Whale Capital LLP | 4.65% | Add +80.7% | 410,480 | $71.1M |
| 1832 Asset Management L.P. | 0.12% | Add +71.7% | 409,567 | $70.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.8% | 382,341 | $66.2M |
| Federated Hermes, Inc. | 0.12% | Reduce -22.1% | 370,000 | $64.1M |
| Partners Group Holding AG | 2.88% | Reduce -8.5% | 353,510 | $61.2M |
| Deutsche Bank AG | 0.02% | Add +5.8% | 336,479 | $58.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -59.0% | 300,470 | $52.0M |
| Amundi | 0.02% | Add +82.3% | 291,171 | $51.8M |
| California State Teachers Retirement System | 0.06% | Add +16.4% | 288,592 | $50.0M |
| California Public Employees Retirement System | 0.03% | Reduce -15.5% | 269,561 | $46.7M |
| Rockefeller Capital Management L.P. | 0.10% | Add +115.7% | 265,459 | $46.0M |
| National Pension Service | 0.04% | Add +0.6% | 262,254 | $45.4M |
| Millennium Management | 0.04% | Add +10.1% | 255,411 | $44.2M |
| Rhumbline Advisers | 0.04% | Add +3.3% | 253,073 | $43.8M |
| Barclays PLC | 0.02% | Add +61.9% | 252,324 | $43.7M |
| Sei Investments Co. | 0.05% | Add +5.6% | 243,350 | $42.1M |
| Angeles Wealth Management, LLC | 2.54% | Add +0.0% | 214,055 | $37.1M |
| Korea Investment CORP | 0.07% | Add +240.6% | 178,539 | $30.9M |
| Twin Tree Management, LP | 0.78% | Add +182.4% | 178,254 | $30.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +12.5% | 176,220 | $30.5M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +3.0% | 173,924 | $30.1M |
| STRS Ohio | 0.11% | Reduce -3.3% | 173,797 | $30.1M |
| Macquarie Group Ltd. | 0.04% | Reduce -14.2% | 170,841 | $29.6M |
| National Bank of Canada | 0.03% | Reduce -11.5% | 170,220 | $29.5M |
| Segall Bryant & Hamill, LLC | 0.40% | Reduce -10.9% | 164,939 | $28.6M |
| Chilton Capital Management LLC | 1.04% | Reduce -23.8% | 163,575 | $28.3M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -3.9% | 162,471 | $28.1M |
| King Luther Capital Management Corp. | 0.12% | Add +74.7% | 159,971 | $27.7M |
| Advent International, L.P. | 0.89% | New | 157,535 | $27.3M |
| Marshall Wace, LLP | 0.03% | Reduce -75.4% | 155,363 | $26.9M |
| Stifel Financial Corp. | 0.03% | Add +4.0% | 153,052 | $26.5M |
| LPL Financial LLC | 0.01% | Add +10.9% | 151,347 | $26.2M |
| Zevenbergen Capital Investments LLC | 0.51% | Reduce -0.8% | 149,829 | $26.0M |
| Royal London Asset Management Ltd. | 0.06% | Reduce -2.8% | 141,714 | $24.5M |
| Aviva PLC | 0.05% | Add +6.7% | 140,387 | $24.3M |
| Citigroup Inc. | 0.02% | Reduce -37.8% | 135,970 | $23.6M |
| BNP Paribas Financial Markets | 0.02% | Add +7.0% | 135,005 | $23.4M |
| Cat Rock Capital Management LP | 2.80% | New | 128,500 | $22.3M |
| Overbrook Management Corp | 4.11% | Reduce -4.3% | 127,273 | $22.0M |
| Susquehanna International Group, LLP | 0.03% | Reduce -15.2% | 126,144 | $21.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.3% | 119,650 | $20.7M |
| DNB Asset Management AS | 0.09% | Reduce -7.0% | 118,477 | $20.5M |
| Oribel Capital Management, LP | 1.05% | New | 114,100 | $19.8M |
| Dearborn Partners LLC | 0.92% | Add +2.1% | 112,298 | $19.4M |
| Janney Montgomery Scott LLC | 0.05% | Add +1.4% | 109,817 | $19.0M |
| State of Wisconsin Investment Board | 0.05% | Add +3.5% | 108,798 | $18.8M |
| Cincinnati Financial Corp. | 0.40% | New | 108,000 | $18.7M |
| Aberdeen Group plc | 0.03% | Add +6.0% | 104,631 | $18.1M |
| HSBC Holdings PLC | 0.01% | Reduce -20.6% | 102,742 | $17.8M |
| Thrivent Financial for Lutherans | 0.04% | New | 101,997 | $17.7M |
| Benjamin Edwards Inc. | 0.22% | Add +2.6% | 101,996 | $17.7M |
| Ancora Advisors LLC | 0.37% | Add +29.7% | 101,435 | $17.6M |
| Nomura Asset Management Co. Ltd. | 0.05% | Add +55.7% | 98,225 | $17.0M |
| New York State Common Retirement Fund | 0.02% | Add +1.6% | 97,848 | $16.9M |
| Blair William & Co. | 0.05% | Add +0.6% | 95,794 | $16.6M |
| Vaughan Nelson Investment Management, L.P. | 0.15% | Add +192.9% | 94,342 | $16.3M |
| Mackenzie Financial Corp. | 0.02% | Reduce -16.1% | 92,092 | $16.0M |
| Picton Mahoney Asset Management | 0.22% | Add +47.5% | 90,753 | $15.7M |
| Portland Investment Counsel Inc. | 4.62% | Reduce -5.4% | 90,624 | $15.7M |
| APG Asset Management N.V. | 0.05% | Add +7.6% | 105,800 | $15.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.14% | Reduce -26.4% | 88,584 | $15.3M |
| Treasurer of the State of North Carolina | 0.05% | Add +3.8% | 87,893 | $15.2M |
| Danske Bank A/S | 0.04% | Add +14.6% | 87,857 | $15.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +6.2% | 86,553 | $15.0M |
| Victory Capital Management Inc. | 0.01% | Add +39.0% | 85,523 | $14.8M |
| Northern Right Capital Management, L.P. | 4.99% | Reduce -4.4% | 84,205 | $14.6M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -19.4% | 82,940 | $14.4M |
| Gradient Investments LLC | 0.26% | Reduce -0.7% | 82,364 | $14.3M |
| Voya Investment Management LLC | 0.02% | Add +3.0% | 81,751 | $14.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -17.9% | 81,358 | $14.1M |
| Asset Management One Co., Ltd. | 0.04% | Add +9.4% | 81,032 | $14.0M |
| Alta Fox Capital Management, LLC | 3.73% | Add +374.1% | 79,332 | $13.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +59.3% | 79,256 | $13.7M |
| Pictet Asset Management Holding SA | 0.01% | Add +1.1% | 77,697 | $13.5M |
| Comerica Bank | 0.05% | Add +0.3% | 74,467 | $12.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.8% | 72,817 | $12.6M |
| Nicholas Investment Partners, LP | 1.26% | No change | 72,500 | $12.6M |
| Alliancebernstein L.P. | 0.00% | Add +1.3% | 70,813 | $12.3M |
| KLP Kapitalforvaltning As | 0.05% | Add +5.8% | 70,800 | $12.3M |
| Vident Advisory, LLC | 0.14% | Add +3250.7% | 70,030 | $12.1M |
| State of New Jersey Common Pension Fund D | 0.05% | Add +15.6% | 67,253 | $11.6M |
| Beck Mack & Oliver LLC | 0.22% | Reduce -8.1% | 65,587 | $11.4M |
| Crawford Investment Counsel Inc. | 0.20% | Reduce -9.2% | 65,506 | $11.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Add +54.3% | 62,756 | $10.9M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +13.1% | 62,494 | $10.8M |
| Capital Investment Counsel, LLC | 1.65% | Reduce -5.2% | 61,440 | $10.6M |
| Kennedy Capital Management LLC | 0.25% | Reduce -4.3% | 61,018 | $10.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Add +0.8% | 60,346 | $10.5M |
| Arizona State Retirement System | 0.06% | Add +9.3% | 59,579 | $10.3M |
| Cetera Investment Advisers | 0.02% | Reduce -0.8% | 59,481 | $10.3M |
| Stephens Inc. | 0.14% | Add +4.0% | 59,413 | $10.3M |
| Public Employees Retirement System of Ohio | 0.03% | Add +2.6% | 58,850 | $10.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +9.5% | 58,341 | $10.1M |
| Panagora Asset Management Inc. | 0.04% | New | 56,578 | $9.8M |
| Bank of Montreal | 0.00% | Reduce -14.2% | 55,894 | $9.7M |
| Varma Mutual Pension Insurance Co | 0.07% | No change | 54,900 | $9.5M |
| Assetmark, Inc. | 0.02% | Add +12.1% | 54,550 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +1.6% | 54,265 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.0% | 54,190 | $9.4M |
| Point72 Europe (London) LLP | 0.46% | New | 51,800 | $9.0M |
| Storebrand Asset Management As | 0.03% | Reduce -28.1% | 51,019 | $8.8M |
| Capital International, Inc. | 0.09% | Add +7.7% | 50,754 | $8.8M |
| Nordea Investment Management AB | 0.01% | Add +230.8% | 50,228 | $8.7M |
| Guardian Point Capital, LP | 3.96% | New | 50,000 | $8.7M |
| Hilton Capital Management, LLC | 0.68% | Add +0.1% | 49,539 | $8.6M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -67.3% | 48,926 | $8.5M |
| Calamos Advisors LLC | 0.05% | New | 48,704 | $8.4M |
| Triasima Portfolio Management inc. | 1.50% | Reduce -2.3% | 47,287 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.4% | 45,723 | $7.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -30.5% | 45,179 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.2% | 43,909 | $7.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +1.4% | 44,740 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 44,845 | $7.8M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +0.9% | 44,743 | $7.7M |
| Forsta Ap-Fonden | 0.05% | Add +8.6% | 44,200 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +15.2% | 44,729 | $7.6M |
| Coastal Bridge Advisors, LLC | 0.62% | Reduce -1.5% | 43,217 | $7.5M |
| Sterling Capital Management LLC | 0.11% | Reduce -0.8% | 43,019 | $7.5M |
| Jackson Wealth Management, LLC | 0.80% | Reduce -0.7% | 42,431 | $7.3M |
| Edgestream Partners, L.P. | 0.20% | Reduce -55.2% | 42,371 | $7.3M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.07% | Add +28.1% | 41,900 | $7.3M |
| Dark Forest Capital Management LP | 0.29% | Add +71.8% | 41,670 | $7.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -18.0% | 41,487 | $7.2M |
| National Philanthropic Trust | 0.10% | No change | 41,408 | $7.2M |
| IFM Investors Pty Ltd | 0.07% | Add +25.9% | 40,373 | $7.0M |
| Xponance LLC | 0.06% | Add +6.5% | 39,789 | $6.9M |
| Running Point Capital Advisors, LLC | 1.89% | Reduce -12.8% | 39,567 | $6.9M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.61% | No change | 37,403 | $6.7M |
| Toronto Dominion Bank | 0.01% | Add +29.4% | 38,805 | $6.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +29.1% | 38,460 | $6.7M |
| EFG Asset Management (North America) Corp. | 0.94% | Add +17.7% | 38,400 | $6.6M |
| Silvant Capital Management LLC | 0.25% | Add +16.9% | 38,273 | $6.6M |
| Kessler Investment Group, LLC | 2.70% | Reduce -3.5% | 37,929 | $6.6M |
| Mn Services Vermogensbeheer B.V. | 0.04% | New | 37,100 | $6.4M |
| MML Investors Services, LLC | 0.02% | Reduce -10.0% | 36,725 | $6.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +23.9% | 36,338 | $6.3M |
| KBC Group NV | 0.02% | Add +1.6% | 36,279 | $6.3M |
| Polar Capital Holdings Plc | 0.03% | Reduce -61.6% | 36,137 | $6.3M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -8.2% | 36,067 | $6.2M |
| Osprey Private Wealth LLC | 3.37% | Add +1.6% | 34,765 | $6.2M |
| Omnia Family Wealth, LLC | 2.20% | Reduce -0.2% | 35,011 | $6.1M |
| Maltese Capital Management LLC | 0.86% | Add +6.1% | 35,000 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.0% | 34,365 | $6.0M |
| JPL Wealth Management, LLC | 1.60% | Add +0.1% | 34,247 | $5.9M |
| Handelsbanken Fonder AB | 0.02% | Reduce -55.8% | 34,152 | $5.9M |
| Creative Planning | 0.01% | Add +29.6% | 34,036 | $5.9M |
| Pinebridge Investments, L.P. | 0.05% | Add +100.6% | 34,034 | $5.9M |
| Meridian Wealth Management, LLC | 0.25% | Add +1.1% | 33,948 | $5.9M |
| Jefferies Financial Group Inc. | 0.10% | Add +374.4% | 33,684 | $5.8M |
| First Trust Advisors LP | 0.00% | Reduce -84.8% | 32,696 | $5.7M |
| Eisler Capital Management Ltd. | 0.19% | New | 32,416 | $5.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -11.0% | 32,074 | $5.6M |
| Royce & Associates LP | 0.06% | Reduce -8.6% | 31,800 | $5.5M |
| Equitable Trust Co. | 0.27% | Add +1719.1% | 31,252 | $5.4M |
| Teacher Retirement System of Texas | 0.02% | Add +12.3% | 30,956 | $5.4M |
| Lighthouse Investment Partners, LLC | 0.23% | Reduce -45.2% | 30,701 | $5.3M |
| Utah Retirement Systems | 0.06% | No change | 30,616 | $5.3M |
| AQR Capital Management | 0.00% | Add +193.5% | 30,405 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +9.3% | 30,031 | $5.2M |
| Pallas Capital Advisors LLC | 0.19% | Add +1.5% | 29,466 | $5.1M |
| TCW Group Inc. | 0.04% | Reduce -7.3% | 29,445 | $5.1M |
| Quantinno Capital Management LP | 0.02% | Add +18.1% | 28,940 | $5.0M |
| Twinbeech Capital LP | 0.11% | Reduce -53.8% | 28,641 | $5.0M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +5.1% | 28,534 | $4.9M |
| Fred Alger Management, LLC | 0.02% | Reduce -2.9% | 28,271 | $4.9M |
| Alliance Wealth Advisors, LLC | 1.14% | Add +2.4% | 27,376 | $4.7M |
| Prosperity Consulting Group, LLC | 0.34% | Reduce -4.8% | 26,864 | $4.7M |
| Kintayl Capital LP | 2.88% | New | 26,568 | $4.6M |
| Cerity Partners LLC | 0.01% | Reduce -3.4% | 25,926 | $4.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +1.6% | 25,735 | $4.5M |
| Nissay Asset Management Corp. /Japan | 0.03% | Add +9.7% | 25,302 | $4.4M |
| Coastline Trust Co | 0.50% | Reduce -2.6% | 25,215 | $4.4M |
| Point72 (DIFC) Ltd | 0.34% | Reduce -37.6% | 24,600 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Add +40.5% | 24,562 | $4.3M |
| LBP Am SA | 0.06% | New | 24,421 | $4.2M |
| Van Eck Associates Corp. | 0.00% | Add +34.5% | 24,069 | $4.2M |
| Apollon Wealth Management, LLC | 0.08% | Add +8.5% | 23,611 | $4.1M |
| Chicago Partners Investment Group LLC | 0.12% | Add +6.8% | 22,452 | $4.1M |
| Boothbay Fund Management, LLC | 0.13% | Add +609.3% | 23,328 | $4.0M |
| Great Diamond Partners, LLC | 0.85% | Reduce -0.9% | 23,207 | $4.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -21.6% | 22,635 | $3.9M |
| Cumberland Partners Ltd | 0.27% | Reduce -34.0% | 22,465 | $3.9M |
| Alps Advisors Inc. | 0.02% | Reduce -8.9% | 22,380 | $3.9M |
| SVB Wealth LLC | 0.21% | Reduce -28.7% | 22,343 | $3.9M |
| Fieldview Capital Management, LLC | 0.58% | Reduce -32.0% | 22,301 | $3.9M |
| Fifth Third Bancorp | 0.01% | Reduce -8.9% | 21,873 | $3.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -12.4% | 21,220 | $3.7M |
| Leavell Investment Management, Inc. | 0.16% | No change | 21,064 | $3.6M |
| USS Investment Management Ltd | 0.02% | Reduce -35.4% | 21,035 | $3.6M |
| OP Asset Management Ltd | 0.05% | Add +6.3% | 20,960 | $3.6M |
| Burling Wealth Partners, LLC | 0.66% | Add +18.9% | 20,679 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.1% | 20,659 | $3.6M |
| Sumitomo Life Insurance Co. | 0.23% | Reduce -3.1% | 19,614 | $3.4M |
| Diversified Trust Co. | 0.07% | Add +4.5% | 19,406 | $3.4M |
| Grandeur Peak Global Advisors, LLC | 0.40% | Reduce -28.2% | 19,268 | $3.3M |
| PEAK6 LLC | 0.11% | New | 19,102 | $3.3M |
| LYNX Capital Group Ltd. | 1.59% | Reduce -0.1% | 18,991 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +144.8% | 18,977 | $3.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 18,805 | $3.3M |
| Swiss Life Asset Management Ltd | 0.02% | Add +38.6% | 18,674 | $3.2M |
| Hunting Hill Global Capital, LLC | 1.74% | Add +21.9% | 18,600 | $3.2M |
| &partners | 0.02% | Add +5.8% | 18,552 | $3.2M |
| M&T Bank Corp | 0.01% | Add +14.4% | 18,156 | $3.1M |
| Candriam S.C.A. | 0.02% | New | 18,114 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +41.8% | 17,997 | $3.1M |
| Paragon Advisors, LLC | 0.81% | Add +41.3% | 17,960 | $3.1M |
| First Manhattan Co. Llc. | 0.01% | Add +0.2% | 17,583 | $3.0M |
| Schroder Investment Management Group | 0.00% | Reduce -9.4% | 17,507 | $3.0M |
| Wolverine Trading, LLC | 0.08% | Reduce -38.8% | 17,112 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -4.3% | 17,109 | $3.0M |
| Painted Porch Advisors LLC | 1.21% | Reduce -4.5% | 17,058 | $3.0M |
| Richard Bernstein Advisors LLC | 0.07% | Reduce -11.4% | 16,875 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +7.0% | 16,765 | $2.9M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.2% | 16,678 | $2.9M |
| EFG Asset Management (Americas) Corp. | 0.53% | Add +5.0% | 16,557 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -41.2% | 16,522 | $2.9M |
| Morse Asset Management, Inc | 0.63% | Reduce -1.8% | 16,461 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 16,236 | $2.8M |
| Advisory Research Inc. | 0.43% | Add +37.0% | 16,105 | $2.8M |
| Assenagon Asset Management S.A. | 0.00% | Add +15.7% | 16,089 | $2.8M |
| Camarda Financial Advisors, LLC | 1.07% | Reduce -1.0% | 15,771 | $2.7M |
| Fulcrum Asset Management LLP | 0.76% | — | 15,282 | $2.6M |
| Knollwood Investment Advisory, LLC | 0.25% | No change | 15,100 | $2.6M |
| Park Avenue Securities LLC | 0.02% | New | 14,883 | $2.6M |
| Integrated Advisors Network LLC | 0.12% | Add +707.2% | 14,861 | $2.6M |
| US Bancorp \de | 0.00% | Reduce -1.3% | 14,850 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +19.8% | 14,572 | $2.5M |
| Harbor Advisors LLC | 0.41% | Add +3.6% | 14,500 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +5.9% | 14,494 | $2.5M |
| Amalgamated Bank | 0.02% | Add +9.2% | 14,370 | $2.5M |
| Polymer Capital Management (US) LLC | 0.40% | Add +165.8% | 14,146 | $2.5M |
| Jennison Associates LLC | 0.00% | Add +0.3% | 14,100 | $2.4M |
| DSM Capital Partners LLC | 0.04% | Add +0.6% | 14,080 | $2.4M |
| GM Advisory Group, LLC | 0.12% | Add +0.7% | 14,041 | $2.4M |
| Argent Trust Co | 0.09% | Reduce -22.4% | 14,004 | $2.4M |
| Quantbot Technologies LP | 0.06% | Reduce -71.3% | 13,951 | $2.4M |
| AXA S.A. | 0.01% | Add +10.1% | 13,769 | $2.4M |
| Avanza Fonder AB | 0.07% | No change | 13,618 | $2.4M |
| Valeo Financial Advisors, LLC | 0.06% | Add +0.8% | 13,403 | $2.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -86.9% | 13,046 | $2.3M |
| Northeast Financial Consultants Inc | 0.09% | No change | 13,042 | $2.3M |
| SG Americas Securities, LLC | 0.01% | Add +1138.7% | 12,957 | $2.2M |
| Institute for Wealth Management, LLC. | 0.25% | Reduce -20.0% | 12,828 | $2.2M |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -61.2% | 12,600 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -48.9% | 12,467 | $2.2M |
| Catalyst Funds Management Pty Ltd | 0.59% | Reduce -22.7% | 12,370 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +12.2% | 12,193 | $2.1M |
| Man Group plc | 0.00% | Reduce -83.7% | 12,089 | $2.1M |
| Kentucky Retirement Systems | 0.06% | Reduce -6.2% | 11,854 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +2.8% | 11,700 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -26.4% | 11,682 | $2.0M |
| Choreo, LLC | 0.03% | Add +2.8% | 11,466 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -38.2% | 11,396 | $2.0M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -13.2% | 11,370 | $2.0M |
| Heard Capital LLC | 0.10% | No change | 11,150 | $1.9M |
| Prudential Financial Inc. | 0.00% | Add +55.1% | 11,054 | $1.9M |
| Parallel Advisors, LLC | 0.04% | Add +7.2% | 10,888 | $1.9M |
| Swedbank AB | 0.00% | New | 10,864 | $1.9M |
| RFG Advisory, LLC | 0.04% | Add +2.5% | 10,857 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.07% | Reduce -1.3% | 10,817 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +34.4% | 10,699 | $1.9M |
| ClearAlpha Technologies LP | 5.13% | New | 10,275 | $1.8M |
| Fiera Capital Corp | 0.01% | Reduce -0.7% | 10,269 | $1.8M |
| Access Financial Services, Inc. | 0.67% | No change | 10,244 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +29.3% | 9,980 | $1.7M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +32.0% | 9,933 | $1.7M |
| Hantz Financial Services, Inc. | 0.03% | Reduce -28.6% | 9,908 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.4% | 9,889 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -31.1% | 9,584 | $1.7M |
| Laurion Capital Management LP | 0.20% | Reduce -23.3% | 9,568 | $1.7M |
| Affinity Wealth Management LLC | 0.26% | Add +0.9% | 9,286 | $1.6M |
| Regions Financial Corp. | 0.01% | Add +12.6% | 9,261 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Add +28.8% | 8,476 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | Add +5.8% | 9,145 | $1.6M |
| Meketa Investment Group Inc. | 4.75% | Reduce -73.4% | 9,052 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -34.0% | 8,995 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.5% | 8,771 | $1.5M |
| Aster Capital Management (DIFC) Ltd | 0.34% | Add +2089.1% | 8,669 | $1.5M |
| E. Ohman J:or Asset Management AB | 0.04% | Add +276.5% | 8,660 | $1.5M |
| Cibc World Markets Corp. | 0.01% | Reduce -1.0% | 8,488 | $1.5M |
| Empowered Funds, LLC | 0.02% | Add +35.2% | 8,376 | $1.5M |
| Formula Growth Ltd. | 0.55% | Reduce -12.1% | 8,353 | $1.4M |
| Secure Asset Management, LLC | 0.27% | Add +22.6% | 8,259 | $1.4M |
| CIBC Asset Management Inc | 0.00% | Add +0.1% | 8,209 | $1.4M |
| AG2R La Mondiale Gestion D'actifs | 0.07% | Add +5.7% | 8,200 | $1.4M |
| Jupiter Asset Management Ltd. | 0.01% | Reduce -81.9% | 8,163 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Reduce -54.8% | 8,092 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +31.1% | 7,876 | $1.4M |
| Capula Management Ltd | 0.02% | Reduce -83.1% | 7,850 | $1.4M |
| Granite FO LLC | 0.76% | No change | 7,705 | $1.3M |
| Portside Wealth Group, LLC | 0.19% | Reduce -4.0% | 7,505 | $1.3M |
| LGT Fund Management Co Ltd. | 0.11% | No change | 7,500 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 7,456 | $1.3M |
| Cynosure Group, LLC | 0.15% | Add +8.0% | 7,425 | $1.3M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +87.8% | 7,411 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -10.8% | 7,406 | $1.3M |
| Leonteq Securities AG | 0.07% | Add +46.8% | 7,256 | $1.3M |
| Tokio Marine Asset Management Co. Ltd. | 0.05% | Add +5.3% | 7,253 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +20.5% | 7,201 | $1.2M |
| Fjell Capital, LLC | 1.13% | Reduce -1.3% | 7,065 | $1.2M |
| Prudential PLC | 0.01% | Reduce -14.3% | 6,950 | $1.2M |
| Banque Cantonale Vaudoise | 0.05% | Add +80.7% | 6,908 | $1.2M |
| FJ Capital Management LLC | 0.13% | New | 6,911 | $1.2M |
| Western Financial Corp | 0.64% | Reduce -4.0% | 6,897 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Reduce -2.9% | 6,714 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -3.0% | 6,588 | $1.1M |
| Genesee Capital Advisors, LLC | 0.49% | Add +0.6% | 6,338 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +5.9% | 6,260 | $1.1M |
| Wbi Investments, LLC | 0.28% | New | 6,239 | $1.1M |
| Dudley Capital Management, LLC | 0.54% | No change | 6,200 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 6,120 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Add +28.7% | 6,085 | $1.1M |
| Mattson Financial Services, LLC | 0.28% | Reduce -0.6% | 5,987 | $1.0M |
| Bryce Point Capital, LLC | 0.88% | New | 5,979 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +16.9% | 5,929 | $1.0M |
| Jackson Square Capital, LLC | 0.23% | New | 5,900 | $1.0M |
| Bank of Nova Scotia | 0.00% | Add +0.0% | 5,872 | $1.0M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.8% | 5,845 | $1.0M |
| Allworth Financial LP | 0.00% | Add +413.5% | 5,838 | $1.0M |
| XTX Topco Ltd | 0.04% | New | 5,794 | $1.0M |
| Stonegate Investment Group, LLC | 0.03% | Add +227.7% | 5,771 | $1000K |
| Blue Trust, Inc. | 0.01% | Add +27.7% | 5,758 | $997K |
| Vise Technologies, Inc. | 0.04% | — | 5,727 | $992K |
| Mercer Global Advisors Inc. | 0.00% | Add +33.4% | 5,710 | $989K |
| Infrastructure Capital Advisors, LLC | 0.16% | Add +3.2% | 5,708 | $989K |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Add +24.5% | 5,701 | $987K |
| Private Wealth Partners, LLC | 0.08% | New | 5,640 | $977K |
| Integrated Wealth Concepts LLC | 0.01% | Add +40.4% | 5,590 | $968K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -7.1% | 5,585 | $967K |
| Beverly Hills Private Wealth, LLC | 0.18% | Add +60.3% | 5,475 | $948K |
| Relyea Zuckerberg Hanson LLC | 0.11% | Add +0.5% | 5,454 | $945K |
| Tritonpoint Wealth, LLC | 0.09% | Add +2.6% | 5,363 | $929K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -41.5% | 5,325 | $922K |
| Nicholas Wealth, LLC. | 0.81% | Add +6.7% | 5,320 | $921K |
| HB Wealth Management, LLC | 0.01% | Add +7.9% | 5,312 | $920K |
| Everhart Financial Group, Inc. | 0.11% | Reduce -5.1% | 5,278 | $914K |
| Inceptionr LLC | 0.21% | New | 5,273 | $913K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +15.7% | 5,260 | $911K |
| Centiva Capital, LP | 0.06% | New | 5,249 | $909K |
| Mutual Advisors, LLC | 0.02% | Reduce -5.9% | 4,862 | $905K |
| Fullcircle Wealth LLC | 0.34% | Add +35.6% | 4,787 | $903K |
| Advisor OS, LLC | 0.09% | Reduce -2.0% | 5,131 | $889K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -6.5% | 5,031 | $871K |
| Cannon Global Investment Management, LLC | 2.36% | New | 5,000 | $866K |
| ArrowMark Colorado Holdings LLC | 0.02% | No change | 4,998 | $866K |
| Investment Management Corp of Ontario | 0.01% | Reduce -7.5% | 4,951 | $858K |
| Parcion Private Wealth LLC | 0.06% | Reduce -5.9% | 4,879 | $845K |
| Csenge Advisory Group | 0.04% | New | 5,068 | $839K |
| Cwm, LLC | 0.00% | Add +63.4% | 4,820 | $835K |
| Bessemer Group Inc. | 0.00% | Add +10.1% | 4,802 | $831K |
| Ascentis Independent Advisors | 0.15% | Add +5.9% | 4,751 | $823K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.6% | 4,737 | $820K |
| Guinness Asset Management LTD | 0.01% | Add +2.4% | 4,728 | $819K |
| SummitTX Capital, L.P. | 0.04% | New | 4,666 | $808K |
| Norden Group LLC | 0.09% | Add +2.9% | 4,630 | $802K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 4,600 | $797K |
| Mgo One Seven LLC | 0.03% | Add +1.3% | 4,576 | $793K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.7% | 4,524 | $784K |
| Principal Securities, Inc. | 0.01% | Add +25.1% | 4,524 | $784K |
| Eagle Global Advisors LLC | 0.03% | No change | 4,500 | $779K |
| Frank, Rimerman Advisors LLC | 0.05% | Reduce -17.6% | 4,490 | $778K |
| Intech Investment Management LLC | 0.01% | Reduce -51.5% | 4,447 | $770K |
| Equitable Holdings, Inc. | 0.01% | Add +8.8% | 4,443 | $770K |
| Joel Isaacson & Co., LLC | 0.03% | Add +40.3% | 4,429 | $767K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +10.8% | 4,423 | $766K |
| Hamilton Capital Partners Inc. | 0.04% | Reduce -21.7% | 4,413 | $764K |
| Wealth Alliance, LLC | 0.08% | Add +30.6% | 4,388 | $760K |
| Strategic Blueprint, LLC | 0.04% | Reduce -11.4% | 4,384 | $759K |
| Jump Financial, LLC | 0.01% | New | 4,379 | $758K |
| Beacon Investment Advisory Services, Inc. | 0.03% | No change | 4,375 | $758K |
| Stamos Capital Partners, L.P. | 0.13% | Add +55.6% | 4,316 | $748K |
| Keybank National Association | 0.00% | Reduce -0.4% | 4,268 | $739K |
| Belpointe Asset Management LLC | 0.03% | Add +0.2% | 4,196 | $727K |
| StoneX Group Inc. | 0.04% | Add +3.0% | 4,193 | $726K |
| Verition Fund Management LLC | 0.00% | Reduce -25.7% | 4,149 | $719K |
| Callan Family Office, LLC | 0.02% | New | 4,114 | $713K |
| CoreFirst Bank & Trust | 0.40% | No change | 4,090 | $708K |
| Ostrum Asset Management | 0.03% | Add +108.5% | 4,086 | $708K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -18.5% | 4,008 | $700K |
| Brevan Howard Capital Management LP | 0.01% | New | 3,973 | $688K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -0.5% | 3,928 | $680K |
| Vestcor Inc | 0.02% | Reduce -0.6% | 3,923 | $679K |
| Kwmg, LLC | 0.06% | Add +1.1% | 3,884 | $673K |
| Clearstead Advisors, LLC | 0.01% | Add +43.2% | 3,882 | $672K |
| Sage Advisors, LLC | 0.48% | Reduce -8.6% | 3,851 | $667K |
| Townsquare Capital LLC | 0.06% | Reduce -94.3% | 3,846 | $666K |
| Dakota Wealth Management | 0.01% | Reduce -4.5% | 3,843 | $666K |
| Glenview Trust Co | 0.01% | Add +119.3% | 3,836 | $664K |
| Aries Wealth Management | 0.17% | No change | 3,799 | $658K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -2.2% | 3,742 | $648K |
| TrinityBridge Ltd | 0.02% | Reduce -11.8% | 3,730 | $645K |
| QRG Capital Management, Inc. | 0.01% | Add +2.1% | 3,619 | $627K |
| UniSuper Management Pty Ltd | 0.00% | No change | 3,600 | $624K |
| Baird Financial Group, Inc. | 0.00% | Add +9.2% | 3,580 | $620K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +14.0% | 3,547 | $614K |
| Zhang Financial LLC | 0.03% | Reduce -30.1% | 3,531 | $612K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.0% | 3,486 | $604K |
| PAX Financial Group, LLC | 0.12% | Reduce -21.8% | 3,482 | $603K |
| Abn Amro Investment Solutions | 0.01% | Add +4.4% | 3,439 | $596K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -19.4% | 3,427 | $594K |
| Shell Asset Management Co. | 0.02% | Reduce -45.8% | 3,375 | $585K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -10.9% | 3,326 | $576K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -27.6% | 3,294 | $571K |
| MJP Associates Inc. | 0.08% | Reduce -2.8% | 3,289 | $570K |
| Stone Summit Wealth LLC | 0.18% | Reduce -0.8% | 3,275 | $567K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -19.3% | 3,227 | $559K |
| Bridges Investment Management Inc. | 0.01% | Add +1.1% | 3,227 | $559K |
| Fiduciary Family Office, LLC | 0.18% | No change | 3,191 | $553K |
| Premier Path Wealth Partners, LLC | 0.08% | Add +1.6% | 3,172 | $549K |
| Cibc World Market Inc. | 0.00% | Reduce -59.9% | 3,157 | $547K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.3% | 3,122 | $541K |
| New York Life Investment Management LLC | 0.01% | Add +1.9% | 3,083 | $534K |
| Fulton Bank, N.A. | 0.02% | Reduce -4.5% | 3,067 | $531K |
| J.Safra Asset Management Corp | 0.04% | Add +11.5% | 3,063 | $530K |
| Naples Global Advisors, LLC | 0.05% | No change | 3,030 | $525K |
| Hudson Bay Capital Management LP | 0.00% | New | 3,030 | $525K |
| Klingman & Associates, LLC | 0.03% | Add +14.9% | 3,028 | $524K |
| World Investment Advisors | 0.01% | Add +69.4% | 3,007 | $521K |
| CW Advisors, LLC | 0.01% | Add +5.5% | 2,956 | $512K |
| Signaturefd, LLC | 0.01% | Add +17.2% | 2,952 | $511K |
| Certior Financial Group, LLC | 0.39% | Add +0.1% | 2,924 | $506K |
| Brown Financial Advisors | 0.20% | Reduce -2.5% | 2,923 | $506K |
| ICONIQ Capital, LLC | 0.01% | New | 2,896 | $502K |
| Bayforest Capital Ltd | 0.22% | Reduce -21.1% | 2,871 | $497K |
| Siemens Fonds Invest GmbH | 0.03% | Add +31.3% | 2,846 | $493K |
| Leo Wealth, LLC | 0.04% | Reduce -8.5% | 2,837 | $491K |
| Baker Tilly Wealth Management, LLC | 0.17% | Add +1.0% | 2,818 | $488K |
| Ieq Capital, LLC | 0.00% | Add +7.5% | 2,789 | $483K |
| Cloud Capital Management, LLC | 0.30% | Add +0.1% | 2,543 | $479K |
| Meeder Advisory Services, Inc. | 0.02% | Add +7.0% | 2,762 | $478K |
| Atticus Wealth Management, LLC | 0.13% | New | 2,720 | $471K |
| Mount Lucas Management LP | 0.22% | Reduce -10.8% | 2,713 | $470K |
| Reliant Investment Partners, LLC | 0.41% | No change | 2,703 | $468K |
| Trueblood Wealth Management, LLC | 0.19% | Add +2.0% | 2,691 | $466K |
| Quotient Wealth Partners, LLC | 0.01% | Add +0.8% | 2,680 | $464K |
| Brookwood Investment Group LLC | 0.07% | Reduce -5.8% | 2,667 | $462K |
| Spire Wealth Management | 0.02% | Reduce -47.0% | 2,665 | $462K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -1.4% | 2,661 | $461K |
| Glenmede Investment Management, LP | 0.00% | — | 2,625 | $455K |
| Independent Financial Group, LLC | 0.01% | Add +65.5% | 2,622 | $454K |
| Copley Financial Group, Inc. | 0.33% | Reduce -10.0% | 2,569 | $445K |
| IFP Advisors, Inc | 0.01% | Add +28.4% | 2,553 | $444K |
| Financial Management Network Inc. | 0.08% | Add +14.5% | 2,486 | $442K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +9.1% | 2,549 | $441K |
| Rathbones Group PLC | 0.00% | Reduce -43.6% | 2,517 | $436K |
| True Vision MN LLC | 0.24% | Add +5.2% | 2,513 | $435K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -16.8% | 2,488 | $431K |
| Larson Financial Group LLC | 0.02% | Add +14.6% | 2,488 | $431K |
| Gilbert & Cook, Inc. | 0.06% | Add +0.3% | 2,450 | $424K |
| Metis Global Partners, LLC | 0.01% | Reduce -27.2% | 2,444 | $423K |
| River Road Asset Management, LLC | 0.01% | Reduce -3.5% | 2,269 | $421K |
| AlTi Global, Inc. | 0.01% | New | 2,416 | $418K |
| Obermeyer Wealth Partners | 0.02% | New | 2,404 | $416K |
| Americana Partners, LLC | 0.01% | Reduce -12.5% | 2,367 | $410K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.7% | 2,356 | $408K |
| Asahi Life Asset Management Co., LTD. | 0.23% | New | 2,280 | $395K |
| Whittier Trust Co. | 0.00% | Add +13.4% | 2,274 | $394K |
| Quadrant Capital Group LLC | 0.01% | Add +517.8% | 2,255 | $391K |
| Buttonwood Financial Advisors Inc. | 0.15% | Reduce -2.6% | 2,217 | $384K |
| Harbor Investment Advisory, LLC | 0.03% | Add +0.1% | 2,156 | $373K |
| Focus Partners Wealth | 0.00% | Add +13.3% | 2,155 | $373K |
| Fiduciary Trust Co | 0.00% | Reduce -2.3% | 2,150 | $372K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.8% | 2,139 | $370K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 2,128 | $369K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -8.5% | 2,099 | $364K |
| Two Sigma Securities, LLC | 0.04% | New | 2,092 | $362K |
| Mather Group, Llc. | 0.00% | Reduce -7.6% | 2,087 | $361K |
| Nicolet Advisory Services, LLC | 0.03% | New | 1,976 | $361K |
| Evergreen Capital Management LLC | 0.01% | New | 2,071 | $359K |
| HighPoint Advisor Group LLC | 0.02% | Add +20.8% | 2,071 | $359K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -4.5% | 2,049 | $358K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -7.3% | 2,067 | $358K |
| Enclave Advisors LLC | 0.06% | New | 2,061 | $357K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Add +0.5% | 2,045 | $354K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -4.8% | 2,043 | $354K |
| Fulcrum Capital LLC | 0.07% | Reduce -7.3% | 2,037 | $353K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,000 | $346K |
| Walleye Capital LLC | 0.00% | Reduce -82.1% | 1,993 | $345K |
| Berry Wealth Group, LP | 0.24% | Add +0.5% | 1,948 | $337K |
| Round Rock Advisors LLC | 0.06% | Reduce -32.3% | 1,942 | $336K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -24.8% | 1,931 | $334K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.4% | 1,922 | $333K |
| Diversify Advisory Services, LLC | 0.01% | New | 1,715 | $331K |
| Cigna Investments Inc. | 0.06% | Add +3.4% | 1,890 | $327K |
| Farringdon Capital, Ltd. | 0.11% | New | 1,878 | $325K |
| Blue Barn Wealth, LLC | 0.15% | Add +1.3% | 1,865 | $323K |
| Avestar Capital, LLC | 0.02% | Reduce -67.1% | 1,858 | $322K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.8% | 1,857 | $322K |
| Breed's Hill Capital LLC | 0.15% | Reduce -0.1% | 1,849 | $320K |
| Guggenheim Capital LLC | 0.00% | Reduce -5.8% | 1,845 | $320K |
| Aspen Grove Capital, LLC | 0.05% | No change | 1,816 | $315K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -0.5% | 1,755 | $304K |
| Fiduciary Group, LLC | 0.03% | Reduce -1.1% | 1,752 | $303K |
| Monument Capital Management | 0.08% | New | 1,750 | $303K |
| MAI Capital Management | 0.00% | Reduce -3.5% | 1,748 | $303K |
| Nemes Rush Group LLC | 0.03% | Add +3.1% | 1,745 | $302K |
| Tidal Investments LLC | 0.00% | Reduce -49.3% | 1,735 | $301K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -12.6% | 1,680 | $291K |
| RMR Wealth Builders | 0.03% | Add +10.1% | 1,674 | $290K |
| Albion Financial Group | 0.02% | No change | 1,650 | $286K |
| Compound Planning, Inc. | 0.01% | New | 1,634 | $283K |
| Kingsview Wealth Management, LLC | 0.00% | Add +4.0% | 1,625 | $281K |
| Gibbs Wealth Management | 0.05% | New | 1,620 | $281K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +19.9% | 1,612 | $279K |
| Virtue Capital Management, LLC | 0.05% | Reduce -5.0% | 1,581 | $274K |
| Vicus Capital | 0.02% | New | 1,577 | $273K |
| Voleon Capital Management LP | 0.01% | New | 1,570 | $272K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +7.4% | 1,521 | $263K |
| Sowell Financial Services LLC | 0.01% | Add +0.5% | 1,519 | $263K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +27.0% | 1,518 | $263K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -8.5% | 1,512 | $262K |
| Victory Financial Group, LLC | 0.04% | New | 1,504 | $260K |
| CTC Alternative Strategies, Ltd. | 0.23% | New | 1,500 | $260K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 1,500 | $260K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,500 | $259K |
| Insigneo Advisory Services, LLC | 0.02% | Add +9.6% | 1,498 | $259K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.1% | 1,482 | $257K |
| Forum Financial Management, LP | 0.00% | Add +2.6% | 1,481 | $257K |
| PFG Investments, LLC | 0.01% | New | 1,477 | $256K |
| Occidental Asset Management, LLC | 0.03% | Reduce -2.1% | 1,459 | $253K |
| Wedmont Private Capital | 0.01% | New | 1,423 | $252K |
| Brooklyn Investment Group | 0.03% | Add +39.5% | 1,451 | $251K |
| Wrenne Financial Planning LLC | 0.12% | No change | 1,449 | $251K |
| Marks Group Wealth Management, Inc | 0.02% | Reduce -0.1% | 1,447 | $251K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | No change | 1,426 | $247K |
| Wrapmanager Inc. | 0.06% | Reduce -20.9% | 1,405 | $243K |
| Nilsine Partners, LLC | 0.02% | New | 1,392 | $241K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.3% | 1,391 | $241K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,358 | $235K |
| Phillips Wealth Planners LLC | 0.21% | New | 1,321 | $231K |
| Yarger Wealth Strategies, LLC | 0.12% | New | 1,327 | $230K |
| Moser Wealth Advisors, LLC | 0.11% | No change | 1,320 | $229K |
| HM Payson & Co. | 0.00% | No change | 1,304 | $226K |
| Xcel Wealth Management, LLC | 0.07% | New | 1,300 | $225K |
| Tower Wealth Partners, Inc. | 0.13% | New | 1,293 | $224K |
| Ahl Investment Management, Inc. | 0.15% | New | 1,269 | $220K |
| Curi Capital, LLC | 0.00% | New | 1,236 | $214K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -71.1% | 1,214 | $211K |
| GTS Securities LLC | 0.01% | New | 1,211 | $210K |
| Moss Adams Wealth Advisors LLC | 0.02% | New | 1,205 | $209K |
| West Paces Advisors Inc. | 0.04% | No change | 1,199 | $208K |
| Graypoint LLC | 0.01% | New | 1,198 | $207K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +38.1% | 1,195 | $207K |
| Lion Street Advisors, LLC | 0.06% | New | 1,186 | $205K |
| Lanark Financial, Inc. | 0.02% | Add +2.8% | 1,178 | $204K |
| Fourpath Capital Management, LLC | 0.03% | New | 1,177 | $204K |
| Koshinski Asset Management, Inc. | 0.02% | New | 1,175 | $204K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 1,164 | $202K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,163 | $201K |
| Payden & Rygel | 0.02% | Reduce -98.6% | 1,100 | $191K |
| SBI Securities Co., Ltd. | 0.01% | Add +3.1% | 1,018 | $176K |
| Promus Capital, LLC | 0.11% | No change | 1,007 | $174K |
| Walleye Trading LLC | 0.00% | Reduce -50.6% | 1,002 | $174K |
| Smartleaf Asset Management LLC | 0.01% | Add +31.0% | 977 | $169K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -27.7% | 976 | $169K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 973 | $168K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -68.1% | 905 | $157K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -15.7% | 905 | $157K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 870 | $151K |
| Canton Hathaway, LLC | 0.03% | Reduce -8.1% | 795 | $138K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -8.0% | 796 | $138K |
| Erste Asset Management GmbH | 0.00% | New | 789 | $137K |
| Versant Capital Management, Inc | 0.02% | Add +382.7% | 753 | $130K |
| Huntington National Bank | 0.00% | Reduce -1.1% | 645 | $112K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.3% | 630 | $109K |
| CI Investments Inc. | 0.00% | Reduce -97.3% | 624 | $108K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.6% | 602 | $104K |
| Ofi Invest Asset Management | 0.00% | Add +74.9% | 703 | $104K |
| American National Bank & Trust | 0.01% | No change | 560 | $97K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -19.0% | 547 | $95K |
| Global Retirement Partners, LLC | 0.00% | — | 538 | $93K |
| GAMMA Investing LLC | 0.01% | Add +89.1% | 520 | $90K |
| Parkside Financial Bank & Trust | 0.01% | Add +6.9% | 513 | $89K |
| Dagco, Inc. | 0.02% | No change | 500 | $87K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 490 | $85K |
| Harbour Investments, Inc. | 0.00% | Add +7.6% | 454 | $79K |
| CVA Family Office, LLC | 0.01% | Add +92.8% | 453 | $78K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.5% | 451 | $78K |
| Westpac Banking Corp. | 0.01% | No change | 442 | $77K |
| Salem Investment Counselors Inc. | 0.00% | No change | 415 | $72K |
| Opal Wealth Advisors, LLC | 0.02% | Add +1.7% | 413 | $72K |
| Bokf, NA | 0.00% | No change | 408 | $71K |
| Key Financial Inc | 0.01% | No change | 400 | $69K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 397 | $69K |
| GW&K Investment Management, LLC | 0.00% | Reduce -0.3% | 372 | $64K |
| CENTRAL TRUST Co | 0.00% | No change | 358 | $62K |
| Private Trust Co. NA | 0.01% | Reduce -3.3% | 327 | $57K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +10.3% | 321 | $56K |
| Avalon Trust Co | 0.00% | No change | 299 | $52K |
| Arax Advisory Partners | 0.00% | Add +25.9% | 297 | $51K |
| Bfsg, LLC | 0.01% | Reduce -95.4% | 277 | $48K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 270 | $47K |
| Rise Advisors, LLC | 0.02% | Reduce -11.5% | 269 | $47K |
| Brown Brothers Harriman & Co. | 0.00% | Add +546.3% | 265 | $46K |
| Redmont Wealth Advisors LLC | 0.06% | Add +31.9% | 252 | $44K |
| Ossiam | 0.00% | Reduce -95.2% | 252 | $44K |
| Eastern Bank | 0.00% | No change | 250 | $43K |
| Ameritas Advisory Services, LLC | 0.00% | New | 246 | $43K |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.9% | 244 | $42K |
| Hartford Financial Management Inc. | 0.01% | No change | 223 | $39K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 212 | $37K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -20.4% | 211 | $37K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 203 | $35K |
| AlphaQuest LLC | 0.00% | Reduce -80.3% | 192 | $33K |
| Acadian Asset Management LLC | 0.00% | Reduce -20.2% | 186 | $32K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 158 | $27K |
| Covestor Ltd | 0.02% | Reduce -51.6% | 149 | $26K |
| Meeder Asset Management Inc. | 0.00% | Reduce -0.7% | 150 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -15.2% | 145 | $25K |
| Valley National Advisers Inc. | 0.00% | Add +17.6% | 147 | $25K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 127 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.8% | 139 | $24K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -70.9% | 137 | $24K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.4% | 137 | $24K |
| Cetera Trust Company, N.A | 0.01% | No change | 125 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 123 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 115 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -88.7% | 115 | $20K |
| Quarry LP | 0.00% | Reduce -92.3% | 113 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +91.5% | 113 | $20K |
| Atwood & Palmer Inc. | 0.00% | No change | 107 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $17K |
| Clearstead Trust, LLC | 0.00% | Add +96.0% | 98 | $17K |
| Crewe Advisors LLC | 0.00% | Add +12.6% | 98 | $17K |
| Exchange Traded Concepts, LLC | 0.00% | New | 95 | $16K |
| BNP Paribas | 0.00% | Reduce -97.2% | 85 | $15K |
| TD Capital Management LLC | 0.00% | New | 80 | $14K |
| ORG Partners LLC | 0.00% | Add +125.7% | 79 | $14K |
| SouthState Bank Corp | 0.00% | Reduce -77.8% | 72 | $12K |
| Rational Advisors, Inc. | 0.00% | New | 72 | $12K |
| Hemington Wealth Management | 0.00% | Add +24.1% | 72 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +25.9% | 68 | $12K |
| True Wealth Design, LLC | 0.00% | Add +2100.0% | 66 | $11K |
| Centricity Wealth Management, LLC | 0.01% | No change | 65 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -30.0% | 63 | $11K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +7.8% | 55 | $10K |
| Avion Wealth | 0.00% | Add +86.7% | 56 | $9K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -33.8% | 51 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 48 | $8K |
| Kings Path Partners LLC | 0.00% | No change | 44 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +23.5% | 42 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -56.7% | 39 | $7K |
| Activest Wealth Management | 0.00% | Add +1233.3% | 40 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +280.0% | 38 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -5.0% | 38 | $7K |
| S&T Bank | 0.00% | Add +171.4% | 38 | $7K |
| Rakuten Securities, Inc. | 0.00% | Reduce -86.3% | 37 | $6K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -28.0% | 36 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +65.0% | 33 | $6K |
| Gen-Wealth Partners Inc | 0.00% | No change | 35 | $6K |
| Talon Private Wealth, LLC | 0.00% | New | 34 | $6K |
| MV Capital Management, Inc. | 0.00% | Add +25.9% | 34 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +266.7% | 33 | $6K |
| Truvestments Capital LLC | 0.00% | No change | 32 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 28 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 27 | $5K |
| Cromwell Holdings LLC | 0.00% | Add +125.0% | 27 | $5K |
| Evergreen Private Wealth LLC | 0.00% | New | 27 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -10.0% | 27 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 25 | $4K |
| Arlington Trust Co LLC | 0.00% | Reduce -90.6% | 24 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 23 | $4K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 23 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 23 | $4K |
| Rossby Financial, LCC | 0.00% | New | 22 | $4K |
| Highline Wealth Partners LLC | 0.00% | Reduce -9.1% | 20 | $3K |
| Essential Partners LLC | 0.00% | — | 19 | $3K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 18 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 18 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -10.5% | 17 | $3K |
| North Capital, Inc. | 0.00% | No change | 15 | $3K |
| Curio Wealth, LLC | 0.00% | Add +1400.0% | 15 | $3K |
| WealthTrak Capital Management LLC | 0.00% | Add +133.3% | 14 | $2K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 14 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -97.8% | 13 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 12 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 15 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Add +450.0% | 11 | $2K |
| Sachetta, LLC | 0.00% | Add +1000.0% | 11 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 11 | $2K |
| Motco | 0.00% | New | 10 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 10 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 10 | $2K |
| Kilter Group LLC | 0.00% | New | 10 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -98.1% | 9 | $2K |
| Manchester Capital Management LLC | 0.00% | Reduce -10.0% | 9 | $2K |
| Hughes Financial Services, LLC | 0.00% | Reduce -46.7% | 8 | $2K |
| Sierra Ocean, LLC | 0.00% | New | 8 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 8 | $1K |
| Total Investment Management Inc. | 0.00% | New | 8 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +300.0% | 8 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -40.0% | 6 | $1K |
| Binnacle Investments Inc | 0.00% | No change | 6 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 9 | $1K |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $866 |
| Alerus Financial NA | 0.00% | New | 5 | $866 |
| Pacer Advisors, Inc. | 0.00% | No change | 5 | $866 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +100.0% | 4 | $693 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $525 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -66.7% | 3 | $520 |
| American Capital Advisory, LLC | 0.00% | Reduce -70.0% | 3 | $520 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 3 | $520 |
| Golden State Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $520 |
| Stephens Consulting, LLC | 0.00% | New | 3 | $520 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $346 |
| West Oak Capital, LLC | 0.00% | Reduce -57.1% | 150 | $260 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $174 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 1 | $173 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 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.