Ares Management Corp. Class AARES

13F holders, Q3 2025 (September 30)
779holders +9
90new positions
75sold out
5famous investors
$159.63avg. 13F price*

At the end of Q3 2025, 779 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 9 from Q2 2025. 90 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($3.5B), Sumitomo Mitsui Financial Group, Inc. ($2.1B) and BlackRock, Inc. ($2.1B). 5 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.2% of Millennium Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
Ares Management Corp. Class A
Sector
Finance
CUSIP
03990B101
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions90$456.2M
Exits75$139.6M

All 13F filers, Q2 2025 → Q3 2025: 12,797,404 shares bought and 10,817,729 shares sold, net +1,979,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 779 holders

Vanguard Group Inc. 0.05% Add +3.5% 21,676,470 $3.5B
Sumitomo Mitsui Financial Group, Inc. 37.48% No change 13,364,740 $2.1B
BlackRock, Inc. 0.04% Reduce -1.8% 12,956,798 $2.1B
Capital World Investors 0.25% Reduce -1.4% 11,579,021 $1.9B
Wellington Management Group LLP 0.26% Reduce -25.7% 9,382,767 $1.5B
FMR LLC 0.07% Reduce -1.0% 7,930,703 $1.3B
JPMorgan Chase & Co. 0.08% Reduce -4.8% 7,799,888 $1.2B
T. Rowe Price Associates Inc. 0.13% Add +21.1% 7,570,069 $1.2B
Franklin Resources Inc. 0.21% Reduce -5.7% 5,300,109 $847.4M
Bank of America Corp. 0.05% Add +8.1% 4,567,561 $730.3M
Massachusetts Financial Services Co. 0.22% Reduce -1.5% 4,518,425 $722.5M
State Street Corp. 0.02% Add +4.0% 4,288,907 $685.8M
Capital International Investors 0.11% Add +0.4% 4,243,194 $678.4M
Morgan Stanley 0.04% Reduce -0.6% 3,669,763 $586.8M
Principal Financial Group Inc. 0.29% Add +2.8% 3,534,773 $565.2M
Geode Capital Management, LLC 0.04% Add +2.1% 3,525,544 $561.8M
Brown Advisory Inc. 0.60% Reduce -16.8% 2,870,962 $459.0M
LRI Investments, LLC 30.43% Add +10.2% 2,586,253 $371.7M
Nuveen, LLC 0.09% Reduce -7.0% 2,011,473 $321.6M
American Century Companies Inc. 0.16% Reduce -12.9% 1,995,675 $319.1M
Canada Pension Plan Investment Board 0.22% Add +23.4% 1,982,400 $317.0M
Raymond James Financial Inc. 0.09% Reduce -2.9% 1,816,633 $290.5M
Clearbridge Investments, LLC 0.18% Reduce -1.4% 1,486,601 $237.7M
Winslow Capital Management, LLC 0.77% Add +56.0% 1,456,574 $232.9M
Curated Wealth Partners LLC 27.44% Reduce -4.7% 1,418,643 $226.8M
Millennium Management 0.18% Add +440.1% 1,379,342 $220.5M
Vulcan Value Partners, LLC 3.91% Add +10.6% 1,350,249 $215.8M
Northern Trust Corp. 0.03% Add +3.7% 1,250,215 $199.9M
TD Asset Management Inc 0.14% Reduce -6.2% 1,087,193 $173.8M
M&G PLC 0.95% Reduce -12.3% 1,072,413 $171.6M
Hamlin Capital Management, LLC 3.89% Add +0.6% 1,069,079 $170.9M
Envestnet Asset Management Inc. 0.05% Reduce -1.2% 1,053,493 $168.4M
Westfield Capital Management Co. LP 0.69% Reduce -4.7% 1,027,589 $164.3M
UBS Group AG 0.03% Reduce -5.0% 1,017,501 $162.7M
CIBC Private Wealth Group LLC 0.28% Add +8.2% 1,007,852 $161.1M
Janus Henderson Group PLC 0.07% Add +3.5% 995,902 $159.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -29.8% 971,931 $155.4M
Legal & General Group Plc 0.03% Add +9.1% 950,795 $152.0M
Invesco Ltd. 0.02% Reduce -39.5% 933,514 $149.3M
Marshall Wace, LLP 0.16% Add +487.4% 912,656 $145.9M
Goldman Sachs Group Inc. 0.02% Add +7.2% 887,551 $141.9M
Corient Private Wealth LP 0.21% Reduce -7.3% 831,235 $132.9M
Charles Schwab Investment Management Inc. 0.02% Add +2.1% 813,045 $130.0M
Bank of New York Mellon Corp 0.02% Reduce -12.8% 789,884 $126.3M
Royal Bank of Canada 0.02% Add +10.2% 702,992 $112.4M
Sei Investments Co. 0.12% Add +188.6% 702,365 $112.3M
Quilter Plc 1.83% Add +3.9% 666,703 $106.6M
Lord, Abbett & Co. LLC 0.31% Add +0.1% 632,719 $101.2M
Truist Financial Corp. 0.14% Add +4.4% 629,076 $100.6M
Balyasny Asset Management L.P. 0.21% Add +1172.9% 622,796 $99.6M
Peregrine Capital Management LLC 2.90% Reduce -7.4% 603,037 $96.4M
Artisan Partners Limited Partnership 0.13% Add +17.1% 583,653 $93.3M
Neuberger Berman Group LLC 0.06% Add +1.5% 546,804 $87.4M
Wells Fargo & Company 0.02% Reduce -8.7% 537,654 $86.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +5.9% 478,934 $76.6M
Citigroup Inc. 0.05% Add +213.7% 426,547 $68.2M
Parnassus Investments, LLC 0.15% Reduce -2.9% 410,100 $65.6M
FIL Ltd 0.05% Reduce -19.1% 407,464 $65.1M
Blue Whale Capital LLP 3.54% Reduce -2.5% 400,012 $64.0M
Dimensional Fund Advisors LP 0.01% Add +1.8% 389,225 $62.2M
Deutsche Bank AG 0.02% Add +11.8% 376,286 $60.2M
Munro Partners 1.59% New 364,115 $58.2M
Partners Group Holding AG 3.21% Add +2.3% 361,723 $57.8M
Federated Hermes, Inc. 0.10% Reduce -2.7% 360,000 $57.6M
Citadel Advisors 0.04% New 329,428 $52.7M
California State Teachers Retirement System 0.05% Add +10.1% 317,714 $50.8M
1832 Asset Management L.P. 0.09% Reduce -22.8% 316,067 $50.5M
Amundi 0.02% Add +13.7% 331,031 $49.9M
Chilton Capital Management LLC 1.67% Add +89.2% 309,447 $49.5M
Ameriprise Financial Inc. 0.01% Reduce -0.2% 299,902 $48.0M
Tudor Investment Corporation 0.32% New 299,170 $47.8M
California Public Employees Retirement System 0.03% Add +6.2% 286,201 $45.8M
National Pension Service 0.03% Add +1.0% 264,857 $42.3M
Rockefeller Capital Management L.P. 0.08% Reduce -0.4% 264,394 $42.3M
Freestone Grove Partners LP 0.31% New 260,587 $41.7M
Jane Street Group, LLC 0.05% New 256,777 $41.1M
Rhumbline Advisers 0.03% Reduce -0.8% 251,030 $40.1M
CI Investments Inc. 0.13% Add +35425.5% 221,679 $35.4M
Point72 Asset Management 0.08% New 219,233 $35.1M
Qube Research & Technologies Ltd 0.05% New 218,799 $35.0M
Angeles Wealth Management, LLC 2.09% Reduce -0.3% 213,393 $34.1M
Barclays PLC 0.01% Reduce -19.3% 203,721 $32.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +13.9% 200,722 $32.1M
Susquehanna International Group, LLP 0.04% Add +46.0% 184,154 $29.4M
First Trust Advisors LP 0.02% Add +452.6% 180,673 $28.9M
National Bank of Canada 0.03% Add +5.2% 179,059 $28.6M
Macquarie Group Ltd. 0.03% Add +2.5% 175,078 $28.0M
King Luther Capital Management Corp. 0.12% Add +8.6% 173,651 $27.8M
Cincinnati Financial Corp. 0.53% Add +55.6% 168,000 $26.9M
State Board of Administration of Florida Retirement System 0.05% Reduce -4.3% 166,510 $26.6M
LPL Financial LLC 0.01% Add +9.7% 166,034 $26.5M
STRS Ohio 0.09% Reduce -6.8% 161,899 $25.9M
Royal London Asset Management Ltd. 0.06% Add +13.3% 160,634 $25.7M
Zevenbergen Capital Investments LLC 0.50% Add +6.7% 159,898 $25.6M
United Capital Financial Advisors, LLC 0.18% Reduce -2.2% 158,894 $25.4M
BNP Paribas Financial Markets 0.02% Add +16.5% 157,252 $25.1M
Stifel Financial Corp. 0.02% Reduce -1.1% 151,293 $24.2M
Aviva PLC 0.04% Add +6.4% 149,337 $23.9M
Adage Capital Partners Gp, L.L.C. 0.04% New 145,100 $23.2M
Panagora Asset Management Inc. 0.09% Add +156.4% 145,084 $23.2M
Thrivent Financial for Lutherans 0.05% Add +38.4% 141,188 $22.6M
HSBC Holdings PLC 0.01% Add +30.9% 134,491 $21.2M
Schonfeld Strategic Advisors LLC 0.14% Add +866.1% 126,032 $20.2M
DNB Asset Management AS 0.07% Add +2.0% 120,801 $19.3M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.7% 118,813 $19.0M
Vaughan Nelson Investment Management, L.P. 0.17% Add +22.2% 115,262 $18.4M
Janney Montgomery Scott LLC 0.04% Add +4.7% 114,998 $18.4M
State of Wisconsin Investment Board 0.04% Add +3.9% 113,032 $18.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +24.1% 109,891 $17.6M
Jain Global LLC 0.24% New 109,680 $17.5M
Aberdeen Group plc 0.03% Add +2.4% 107,159 $17.5M
Dearborn Partners LLC 0.82% Reduce -3.2% 108,749 $17.4M
HRT Financial LP 0.06% New 108,608 $17.4M
Overbrook Management Corp 3.12% Reduce -14.7% 108,562 $17.4M
Korea Investment CORP 0.03% Reduce -41.3% 104,898 $16.8M
Benjamin Edwards Inc. 0.19% Add +1.4% 103,378 $16.5M
Ancora Advisors LLC 0.33% Add +1.8% 103,220 $16.5M
Guardian Point Capital, LP 6.15% Add +100.0% 100,000 $16.0M
New York State Common Retirement Fund 0.02% Add +0.5% 98,348 $15.7M
Blair William & Co. 0.04% Add +0.8% 96,523 $15.4M
Public Employees Retirement System of Ohio 0.05% Add +63.2% 96,046 $15.4M
APG Asset Management N.V. 0.04% Add +4.3% 110,300 $15.0M
Cubist Systematic Strategies, LLC 0.21% New 92,777 $14.8M
Danske Bank A/S 0.04% Add +4.3% 91,657 $14.7M
Portland Investment Counsel Inc. 3.97% No change 90,624 $14.5M
Nomura Asset Management Co. Ltd. 0.04% Reduce -9.3% 89,061 $14.2M
CANADA LIFE ASSURANCE Co 0.02% Add +6.6% 86,757 $14.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +1.8% 88,077 $14.1M
Asset Management One Co., Ltd. 0.04% Add +5.7% 85,679 $13.7M
Treasurer of the State of North Carolina 0.04% Reduce -3.7% 84,603 $13.5M
Northern Right Capital Management, L.P. 4.17% No change 84,205 $13.5M
Victory Capital Management Inc. 0.01% Reduce -3.8% 82,270 $13.2M
Point72 (DIFC) Ltd 0.91% Add +233.8% 82,106 $13.1M
Pictet Asset Management Holding SA 0.01% Add +5.0% 81,571 $13.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +1.6% 80,561 $12.9M
Comerica Bank 0.05% Add +6.8% 79,524 $12.7M
KLP Kapitalforvaltning As 0.05% Add +8.9% 77,100 $12.3M
State of New Jersey Common Pension Fund D 0.04% Add +10.0% 73,976 $11.8M
Alliancebernstein L.P. 0.00% Add +4.1% 73,733 $11.8M
Vident Advisory, LLC 0.12% Add +5.2% 73,644 $11.8M
PNC Financial Services Group, Inc. 0.01% Reduce -0.2% 72,674 $11.6M
Nicholas Investment Partners, LP 1.02% No change 72,500 $11.6M
Picton Mahoney Asset Management 0.15% Reduce -21.0% 71,727 $11.5M
Mackenzie Financial Corp. 0.01% Reduce -25.1% 68,953 $11.0M
Twinbeech Capital LP 0.43% Add +135.9% 67,576 $10.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +7.6% 67,499 $10.8M
Varma Mutual Pension Insurance Co 0.07% Add +21.9% 66,900 $10.7M
Cetera Investment Advisers 0.01% Add +12.2% 66,705 $10.7M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Add +10.5% 66,672 $10.7M
Resona Asset Management Co.,Ltd. 0.05% Add +3.3% 64,566 $10.4M
Arizona State Retirement System 0.05% Add +7.0% 63,753 $10.2M
Credit Agricole S A 0.03% — 63,104 $10.1M
Stephens Inc. 0.12% Add +2.3% 60,758 $9.7M
Hudson Bay Capital Management LP 0.07% Add +1903.9% 60,717 $9.7M
Pinebridge Investments, L.P. 0.07% Add +78.2% 60,661 $9.7M
Van Eck Associates Corp. 0.01% Add +151.1% 60,444 $9.7M
Engineers Gate Manager LP 0.11% Add +643.4% 60,157 $9.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +1.4% 59,164 $9.5M
HighTower Advisors, LLC 0.01% Add +26.1% 57,677 $9.2M
Crawford Investment Counsel Inc. 0.15% Reduce -12.6% 57,263 $9.2M
Capital Investment Counsel, LLC 1.34% Reduce -7.4% 56,890 $9.1M
Segall Bryant & Hamill, LLC 0.12% Reduce -66.5% 55,345 $8.8M
Squarepoint Ops LLC 0.02% New 55,011 $8.8M
Storebrand Asset Management As 0.02% Add +5.0% 53,574 $8.6M
Ensign Peak Advisors, Inc 0.01% Reduce -35.6% 53,420 $8.5M
Stratos Wealth Partners, LTD. 0.10% Reduce -1.6% 53,377 $8.5M
Nordea Investment Management AB 0.01% Add +7.4% 53,957 $8.5M
Assetmark, Inc. 0.02% Reduce -3.1% 52,859 $8.5M
AQR Capital Management 0.01% Add +69.1% 51,410 $8.2M
Osprey Private Wealth LLC 2.98% Add +47.8% 51,365 $8.2M
Beck Mack & Oliver LLC 0.15% Reduce -22.6% 50,762 $8.1M
Capital International, Inc. 0.06% Reduce -1.0% 50,239 $8.0M
Steward Partners Investment Advisory, LLC 0.05% Reduce -7.5% 50,111 $8.0M
Triasima Portfolio Management inc. 1.18% Add +3.1% 48,743 $7.8M
Forsta Ap-Fonden 0.05% Add +9.9% 48,600 $7.8M
Calamos Advisors LLC 0.05% Reduce -0.3% 48,567 $7.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Add +12.4% 47,100 $7.5M
Osaic Holdings, Inc. 0.01% Add +0.3% 44,879 $7.5M
Hilton Capital Management, LLC 0.59% Reduce -7.6% 45,758 $7.3M
Skandinaviska Enskilda Banken AB (publ) 0.03% Add +9.8% 45,566 $7.3M
DekaBank Deutsche Girozentrale 0.01% No change 44,740 $7.3M
Dynamic Advisor Solutions LLC 0.21% Reduce -0.2% 44,653 $7.1M
IFM Investors Pty Ltd 0.06% Add +6.7% 43,089 $7.0M
Jackson Wealth Management, LLC 0.69% Add +1.5% 43,064 $6.9M
NewEdge Advisors, LLC 0.03% Reduce -5.0% 42,899 $6.9M
EFG Asset Management (North America) Corp. 0.88% Add +10.9% 42,581 $6.8M
Xponance LLC 0.05% Add +6.0% 42,184 $6.7M
National Philanthropic Trust 0.07% Add +0.5% 41,604 $6.7M
Brevan Howard Capital Management LP 0.10% Add +935.2% 41,130 $6.6M
Quantbot Technologies LP 0.18% Add +194.8% 41,125 $6.6M
Silvant Capital Management LLC 0.23% Add +7.3% 41,049 $6.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Add +4.3% 40,122 $6.4M
Quantinno Capital Management LP 0.02% Add +35.6% 39,245 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.1% 42,104 $6.3M
Creative Planning 0.00% Add +13.3% 38,548 $6.2M
Russell Investments Group, Ltd. 0.01% Add +86.1% 38,454 $6.1M
ExodusPoint Capital Management, LP 0.09% New 38,282 $6.1M
Federation des caisses Desjardins du Quebec 0.02% Add +3.7% 37,681 $6.0M
XTX Topco Ltd 0.31% Add +547.4% 37,508 $6.0M
Coastal Bridge Advisors, LLC 0.45% Reduce -13.7% 37,303 $6.0M
Mn Services Vermogensbeheer B.V. 0.04% No change 37,100 $5.9M
Toronto Dominion Bank 0.01% Reduce -4.7% 36,973 $5.9M
Advent International, L.P. 0.12% Reduce -76.7% 36,735 $5.9M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +265.8% 36,335 $5.8M
Oppenheimer & Co. Inc. 0.07% Add +0.7% 36,332 $5.8M
Cumberland Partners Ltd 0.38% Add +61.0% 36,170 $5.8M
Polar Capital Holdings Plc 0.03% No change 36,137 $5.8M
Omnia Family Wealth, LLC 1.82% Add +0.0% 35,024 $5.6M
Jefferies Financial Group Inc. 0.05% Add +1.9% 34,321 $5.5M
Natixis Advisors, LLC 0.01% Add +13.3% 34,018 $5.4M
Running Point Capital Advisors, LLC 1.45% Reduce -14.2% 33,953 $5.4M
JPL Wealth Management, LLC 1.27% Reduce -2.0% 33,557 $5.4M
Meridian Wealth Management, LLC 0.20% Reduce -3.7% 32,697 $5.2M
Royce & Associates LP 0.05% No change 31,800 $5.1M
Twin Tree Management, LP 0.24% Reduce -82.3% 31,629 $5.1M
Capstone Investment Advisors, LLC 0.05% Add +147.7% 31,210 $5.0M
Utah Retirement Systems 0.05% Add +1.6% 31,094 $5.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Reduce -3.4% 30,998 $5.0M
Equitable Trust Co. 0.23% Reduce -1.7% 30,733 $4.9M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.5% 30,402 $4.9M
MML Investors Services, LLC 0.01% Reduce -17.7% 30,210 $4.8M
Pallas Capital Advisors LLC 0.18% Add +1.1% 29,777 $4.8M
Qsemble Capital Management, LP 0.45% New 28,706 $4.6M
Teacher Retirement System of Texas 0.02% Reduce -8.8% 28,248 $4.5M
Fred Alger Management, LLC 0.02% Reduce -0.7% 28,084 $4.5M
Kennedy Capital Management LLC 0.10% Reduce -54.1% 28,016 $4.5M
Aquatic Capital Management LLC 0.08% New 27,788 $4.4M
Soros Capital Management LLC 1.07% New 27,100 $4.3M
Nissay Asset Management Corp. /Japan 0.02% Add +6.8% 27,017 $4.3M
Alliance Wealth Advisors, LLC 1.00% Reduce -2.4% 26,730 $4.3M
Kintayl Capital LP 2.91% No change 26,568 $4.2M
TCW Group Inc. 0.04% Reduce -10.3% 26,397 $4.2M
Kepler Cheuvreux (Suisse) SA 0.23% — 26,299 $4.2M
Cerity Partners LLC 0.01% Reduce -0.2% 25,875 $4.1M
Prosperity Consulting Group, LLC 0.20% Reduce -4.9% 25,536 $4.1M
Granite Bay Wealth Management, LLC 1.05% New 25,232 $4.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +17.4% 24,922 $4.0M
Coastline Trust Co 0.43% Reduce -1.4% 24,869 $4.0M
Rakuten Investment Management, Inc. 0.01% — 43,987 $4.0M
Burling Wealth Partners, LLC 0.65% Add +18.6% 24,522 $3.9M
Pathstone Holdings, LLC 0.01% Reduce -1.4% 24,206 $3.9M
LBP Am SA 0.05% Reduce -1.7% 24,016 $3.8M
Bank of Montreal 0.00% Reduce -57.8% 23,596 $3.8M
Great Diamond Partners, LLC 0.73% Add +1.6% 23,574 $3.8M
Chicago Partners Investment Group LLC 0.10% Add +10.8% 24,874 $3.8M
OP Asset Management Ltd 0.05% Add +8.7% 22,791 $3.6M
Apollon Wealth Management, LLC 0.06% Reduce -5.7% 22,267 $3.6M
Verition Fund Management LLC 0.02% Add +429.2% 21,958 $3.5M
&partners 0.02% Add +17.0% 21,708 $3.5M
Alps Advisors Inc. 0.02% Reduce -4.0% 21,490 $3.4M
Diversified Trust Co. 0.07% Add +10.3% 21,408 $3.4M
Leavell Investment Management, Inc. 0.14% Add +0.1% 21,079 $3.4M
USS Investment Management Ltd 0.02% No change 21,035 $3.4M
Public Employees Retirement Association of Colorado 0.01% Add +9.6% 20,605 $3.3M
Dark Forest Capital Management LP 0.12% Reduce -50.6% 20,569 $3.3M
Voya Investment Management LLC 0.00% Reduce -75.1% 20,363 $3.3M
Empowered Funds, LLC 0.03% Add +138.7% 19,990 $3.2M
Wealthfront Advisers LLC 0.01% Add +16.8% 19,989 $3.2M
Assenagon Asset Management S.A. 0.00% Add +23.6% 19,880 $3.2M
Sterling Capital Management LLC 0.05% Reduce -54.1% 19,748 $3.2M
Swiss Life Asset Management Ltd 0.02% Add +5.5% 19,707 $3.2M
Sanctuary Advisors, LLC 0.02% Add +8.2% 19,475 $3.1M
Sumitomo Life Insurance Co. 0.10% Reduce -1.5% 19,315 $3.1M
Fifth Third Bancorp 0.01% Reduce -11.8% 19,300 $3.1M
Lighthouse Investment Partners, LLC 0.11% Reduce -38.3% 18,931 $3.0M
LYNX Capital Group Ltd. 1.40% Reduce -0.8% 18,829 $3.0M
Atria Investments, Inc 0.03% Add +29.6% 18,787 $3.0M
Man Group plc 0.01% Add +54.3% 18,657 $3.0M
Dynamic Technology Lab Private Ltd 0.50% New 18,580 $3.0M
Candriam S.C.A. 0.02% Add +2.4% 18,555 $3.0M
Daiwa Securities Group Inc. 0.01% Add +10.2% 18,378 $2.9M
SVB Wealth LLC 0.15% Reduce -19.4% 18,010 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -48.5% 17,696 $2.8M
Vanguard Personalized Indexing Management, LLC 0.03% Add +5.2% 17,636 $2.8M
First Manhattan Co. Llc. 0.01% Reduce -0.2% 17,545 $2.8M
Hunting Hill Global Capital, LLC 1.05% Reduce -6.5% 17,400 $2.8M
O'shaughnessy Asset Management, LLC 0.02% Add +18.6% 17,281 $2.8M
Advisory Research Inc. 0.35% Add +5.0% 16,903 $2.7M
Camarda Financial Advisors, LLC 0.99% Add +6.2% 16,745 $2.7M
EFG Asset Management (Americas) Corp. 0.45% Reduce -1.5% 16,304 $2.6M
Schroder Investment Management Group 0.00% Reduce -10.3% 15,701 $2.6M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -29.5% 15,955 $2.6M
Virtu Financial LLC 0.14% New 15,716 $2.5M
KBC Group NV 0.01% Reduce -57.1% 15,547 $2.5M
Choreo, LLC 0.03% Add +35.1% 15,486 $2.5M
Amalgamated Bank 0.02% Add +7.3% 15,423 $2.5M
Fulcrum Asset Management LLP 0.68% Reduce -0.0% 15,278 $2.4M
Knollwood Investment Advisory, LLC 0.22% No change 15,100 $2.4M
PEAK6 LLC 0.06% Reduce -21.4% 15,006 $2.4M
SummitTX Capital, L.P. 0.10% Add +218.1% 14,841 $2.4M
Simplex Trading, LLC 0.05% New 14,672 $2.3M
Painted Porch Advisors LLC 0.89% Reduce -14.2% 14,635 $2.3M
Harbor Advisors LLC 0.36% No change 14,500 $2.3M
Argent Trust Co 0.08% Add +3.4% 14,475 $2.3M
Entropy Technologies, LP 0.17% New 14,258 $2.3M
Jennison Associates LLC 0.00% Add +0.7% 14,198 $2.3M
US Bancorp \de 0.00% Reduce -4.7% 14,160 $2.3M
Generali Asset Management SPA SGR 0.05% New 14,099 $2.3M
Park Avenue Securities LLC 0.02% Reduce -5.3% 14,089 $2.3M
Integrated Advisors Network LLC 0.09% Reduce -6.3% 13,921 $2.2M
Paragon Advisors, LLC 0.57% Reduce -23.1% 13,821 $2.2M
Avanza Fonder AB 0.06% No change 13,618 $2.2M
Valeo Financial Advisors, LLC 0.05% Reduce -0.1% 13,391 $2.1M
Jones Financial Companies LLLP 0.00% Add +3.0% 12,554 $2.0M
Mariner, LLC 0.00% Reduce -22.6% 12,575 $2.0M
Cresset Asset Management, LLC 0.01% Add +0.7% 12,551 $2.0M
Allianz Asset Management GmbH 0.00% Add +8.5% 12,366 $2.0M
Institute for Wealth Management, LLC. 0.20% Reduce -4.4% 12,259 $2.0M
Catalyst Funds Management Pty Ltd 0.30% Reduce -1.6% 12,170 $1.9M
MetLife Investment Management, LLC 0.01% Add +3.0% 12,047 $1.9M
Fieldview Capital Management, LLC 0.31% Reduce -46.4% 11,963 $1.9M
NewEdge Wealth, LLC 0.03% Add +46.8% 12,442 $1.9M
Handelsbanken Fonder AB 0.01% Reduce -65.4% 11,812 $1.9M
Kentucky Retirement Systems 0.05% Reduce -0.3% 11,813 $1.9M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.2% 11,654 $1.9M
Concentric Capital Strategies, LP 0.09% New 11,586 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -39.3% 11,525 $1.8M
Chesley Taft & Associates LLC 0.08% Reduce -0.9% 11,271 $1.8M
Heard Capital LLC 0.09% No change 11,150 $1.8M
RFG Advisory, LLC 0.04% Add +2.1% 11,087 $1.8M
Lido Advisors, LLC 0.01% Add +76.0% 11,019 $1.8M
Prudential Financial Inc. 0.00% Reduce -0.9% 10,950 $1.8M
Campbell & CO Investment Adviser LLC 0.13% New 10,922 $1.7M
Swedbank AB 0.00% No change 10,864 $1.7M
Polymer Capital Management (US) LLC 0.23% Reduce -23.6% 10,814 $1.7M
Parallel Advisors, LLC 0.03% Reduce -1.2% 10,762 $1.7M
Gulf International Bank (UK) Ltd 0.06% Reduce -1.2% 10,691 $1.7M
Point72 Asia (Singapore) Pte. Ltd. 0.26% New 10,673 $1.7M
Elo Mutual Pension Insurance Co 0.03% New 10,646 $1.7M
DSM Capital Partners LLC 0.02% Reduce -24.6% 10,620 $1.7M
Tower Research Capital LLC (TRC) 0.05% Add +133.9% 10,345 $1.7M
Walleye Trading LLC 0.03% Add +922.5% 10,246 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +29.7% 10,213 $1.6M
Investment Management Corp of Ontario 0.02% Add +105.3% 10,163 $1.6M
Access Financial Services, Inc. 0.59% Reduce -1.3% 10,111 $1.6M
Fiera Capital Corp 0.01% Reduce -1.9% 10,077 $1.6M
Maltese Capital Management LLC 0.25% Reduce -71.4% 10,000 $1.6M
Prospera Financial Services Inc 0.03% Add +120.2% 9,963 $1.6M
M&T Bank Corp 0.01% Reduce -45.8% 9,849 $1.6M
Virtue Capital Management, LLC 0.25% Add +199.5% 4,735 $1.6M
Richard Bernstein Advisors LLC 0.04% Reduce -42.1% 9,766 $1.6M
Affinity Wealth Management LLC 0.23% Add +4.0% 9,660 $1.5M
Bank of Nova Scotia 0.00% Add +62.8% 9,559 $1.5M
Y-Intercept (Hong Kong) Ltd 0.04% New 9,341 $1.5M
Maryland State Retirement & Pension System 0.03% No change 9,145 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -2.4% 9,355 $1.4M
Meketa Investment Group Inc. 4.69% Reduce -1.3% 8,931 $1.4M
AG2R La Mondiale Gestion D'actifs 0.07% No change 8,200 $1.4M
Walleye Capital LLC 0.01% Add +342.6% 8,821 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.1% 8,761 $1.4M
SG Americas Securities, LLC 0.01% Reduce -32.8% 8,714 $1.4M
E. Ohman J:or Asset Management AB 0.03% No change 8,660 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -2.4% 8,559 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +17.9% 8,554 $1.4M
Integrated Wealth Concepts LLC 0.01% Add +51.0% 8,438 $1.3M
Fox Run Management, L.L.C. 0.21% New 8,343 $1.3M
FJ Capital Management LLC 0.14% Add +20.0% 8,293 $1.3M
Concurrent Investment Advisors, LLC 0.02% Add +55.5% 8,281 $1.3M
AXA Investment Managers S.A. 0.00% — 8,248 $1.3M
Allstate Corp. 0.03% New 8,189 $1.3M
CIBC Asset Management Inc 0.00% Reduce -0.3% 8,187 $1.3M
Magnetar Financial LLC 0.01% New 8,154 $1.3M
Regions Financial Corp. 0.01% Reduce -12.8% 8,075 $1.3M
Secure Asset Management, LLC 0.21% Add +0.8% 8,329 $1.3M
Blue Trust, Inc. 0.01% Add +38.5% 7,974 $1.3M
Csenge Advisory Group 0.06% Add +56.3% 7,921 $1.3M
Aigen Investment Management, LP 0.19% New 7,804 $1.2M
CIBC Bancorp USA Inc. 0.01% — 7,734 $1.2M
Granite FO LLC 0.67% No change 7,705 $1.2M
Portside Wealth Group, LLC 0.17% Add +0.2% 7,520 $1.2M
Daiichi Life Insurance Co., Ltd. 0.03% Add +31.6% 7,501 $1.2M
ASR Vermogensbeheer N.V. 0.01% Reduce -0.0% 7,409 $1.2M
Laurion Capital Management LP 0.17% Reduce -22.9% 7,375 $1.2M
Vestcor Inc 0.04% Add +87.6% 7,359 $1.2M
HB Wealth Management, LLC 0.01% Add +33.3% 7,082 $1.1M
Citizens Financial Group Inc. 0.02% Reduce -5.8% 7,026 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -6.0% 6,962 $1.1M
Fjell Capital, LLC 0.98% Reduce -1.7% 6,942 $1.1M
Wolverine Trading, LLC 0.02% Reduce -60.3% 6,788 $1.1M
Western Financial Corp 0.48% Add +0.2% 6,913 $1.1M
Glenview Trust Co 0.02% Add +77.2% 6,798 $1.1M
Johnson Investment Counsel Inc. 0.01% New 19 $1.1M
Allworth Financial LP 0.00% Add +13.6% 6,633 $1.1M
Hilltop Holdings Inc. 0.06% Reduce -2.9% 6,520 $1.0M
Captrust Financial Advisors 0.00% Reduce -10.9% 6,419 $1.0M
Genesee Capital Advisors, LLC 0.44% Add +0.7% 6,381 $1.0M
Stonegate Investment Group, LLC 0.02% Add +10.4% 6,372 $1.0M
DAVENPORT & Co LLC 0.01% Add +4.8% 6,215 $994K
Dudley Capital Management, LLC 0.45% No change 6,200 $991K
Everhart Financial Group, Inc. 0.10% Add +17.3% 6,191 $990K
OMERS ADMINISTRATION Corp 0.01% No change 6,120 $979K
Two Sigma Securities, LLC 0.14% Add +192.1% 6,110 $977K
Hantz Financial Services, Inc. 0.01% Reduce -38.7% 6,072 $971K
TD Private Client Wealth LLC 0.02% Reduce -7.9% 6,067 $970K
Nicholas Wealth, LLC. 0.70% Add +13.3% 6,027 $964K
Vise Technologies, Inc. 0.04% Add +4.7% 5,998 $959K
Oppenheimer Asset Management Inc. 0.01% Add +1.3% 5,921 $947K
Avestar Capital, LLC 0.07% Add +218.1% 5,911 $945K
Praxis Investment Management Inc. 0.06% New 5,856 $936K
Farther Finance Advisors, LLC 0.01% Add +4.1% 5,812 $929K
Morse Asset Management, Inc 0.19% Reduce -65.0% 5,770 $923K
Relyea Zuckerberg Hanson LLC 0.10% Add +5.7% 5,764 $922K
Private Wealth Partners, LLC 0.06% No change 5,640 $902K
Gardner Lewis Asset Management L P 0.23% New 5,590 $894K
Leonteq Securities AG 0.05% Reduce -24.5% 5,478 $876K
Tritonpoint Wealth, LLC 0.07% Add +1.4% 5,441 $870K
Banque Cantonale Vaudoise 0.03% Reduce -22.2% 5,372 $859K
Principal Securities, Inc. 0.01% Add +17.4% 5,310 $849K
Beverly Hills Private Wealth, LLC 0.15% Reduce -3.2% 5,301 $848K
Mutual Advisors, LLC 0.02% Add +16.7% 5,676 $842K
Guinness Asset Management LTD 0.01% Add +4.7% 4,952 $809K
ArrowMark Colorado Holdings LLC 0.01% Add +0.8% 5,039 $806K
Equitable Holdings, Inc. 0.01% Add +12.9% 5,017 $802K
Harbor Investment Advisory, LLC 0.07% Add +132.7% 5,016 $802K
Cannon Global Investment Management, LLC 2.02% No change 5,000 $799K
Cwm, LLC 0.00% Add +3.2% 4,976 $796K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -1.6% 4,952 $792K
Belpointe Asset Management LLC 0.03% Add +17.3% 4,923 $787K
Boothbay Fund Management, LLC 0.02% Reduce -79.1% 4,872 $779K
Ascentis Independent Advisors 0.13% Add +2.3% 4,862 $777K
Mercer Global Advisors Inc. 0.00% Reduce -17.3% 4,723 $755K
Hamilton Capital Partners Inc. 0.03% Add +6.0% 4,679 $748K
Advisor OS, LLC 0.06% Reduce -9.1% 4,665 $746K
B. Metzler seel. Sohn & Co. AG 0.01% No change 4,600 $735K
Jackson Square Capital, LLC 0.16% Reduce -22.3% 4,584 $733K
Northwest & Ethical Investments L.P. 0.02% Reduce -15.2% 4,460 $729K
Fullcircle Wealth LLC 0.26% Reduce -0.8% 4,749 $727K
Vontobel Holding Ltd. 0.00% Reduce -25.5% 4,531 $724K
Eagle Global Advisors LLC 0.03% No change 4,500 $720K
Frank, Rimerman Advisors LLC 0.05% Reduce -0.1% 4,487 $717K
Wealth Alliance, LLC 0.07% Add +2.1% 4,480 $716K
Atticus Wealth Management, LLC 0.18% Add +64.5% 4,474 $715K
Joel Isaacson & Co., LLC 0.03% Add +0.6% 4,454 $712K
Grandeur Peak Global Advisors, LLC 0.10% Reduce -77.0% 4,438 $710K
Norden Group LLC 0.07% Reduce -4.7% 4,412 $705K
Intech Investment Management LLC 0.01% Reduce -0.8% 4,409 $705K
Beacon Investment Advisory Services, Inc. 0.03% No change 4,375 $700K
Ostrum Asset Management 0.03% Add +6.7% 4,361 $697K
Farringdon Capital, Ltd. 0.18% Add +129.8% 4,315 $690K
Americana Partners, LLC 0.02% Add +79.8% 4,255 $680K
Strategic Blueprint, LLC 0.03% Reduce -3.3% 4,240 $678K
Keybank National Association 0.00% Reduce -1.6% 4,198 $671K
Summit Trail Advisors, LLC 0.01% Add +90.9% 4,084 $653K
Harbor Capital Advisors, Inc. 0.05% Add +2.6% 4,030 $644K
Sequoia Financial Advisors, LLC 0.00% Add +11.0% 3,938 $630K
Kwmg, LLC 0.05% Add +0.2% 3,891 $622K
CoreFirst Bank & Trust 0.33% Reduce -6.0% 3,845 $615K
Aries Wealth Management 0.14% Reduce -0.0% 3,798 $607K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -19.8% 3,798 $607K
Personal Cfo Solutions, LLC 0.11% Add +1.3% 3,789 $606K
Private Advisor Group, LLC 0.00% Add +7.9% 3,762 $602K
Edgestream Partners, L.P. 0.02% Reduce -91.2% 3,741 $598K
TrinityBridge Ltd 0.01% No change 3,730 $596K
Cibc World Market Inc. 0.00% Add +17.6% 3,713 $594K
Baird Financial Group, Inc. 0.00% Add +3.0% 3,686 $589K
Bessemer Group Inc. 0.00% Reduce -23.9% 3,653 $584K
Ieq Capital, LLC 0.00% Add +30.6% 3,643 $582K
Headlands Technologies LLC 0.05% New 3,637 $582K
StoneX Group Inc. 0.03% Reduce -13.6% 3,622 $579K
UniSuper Management Pty Ltd 0.00% No change 3,600 $576K
Agf Management Ltd. 0.00% Reduce -99.7% 3,600 $576K
J.Safra Asset Management Corp 0.03% Add +17.4% 3,595 $575K
Longfellow Investment Management Co. LLC 0.14% New 3,593 $574K
Gsa Capital Partners LLP 0.05% New 3,564 $570K
Bryce Point Capital, LLC 0.70% Reduce -40.4% 3,564 $570K
Bryn Mawr Trust Advisors, LLC 0.03% Add +12.2% 3,502 $560K
Abn Amro Investment Solutions 0.01% Add +0.5% 3,457 $553K
Axxcess Wealth Management, LLC 0.01% Add +69.0% 3,453 $552K
World Investment Advisors 0.01% Add +14.4% 3,439 $550K
Spire Wealth Management 0.02% Add +29.0% 3,437 $550K
Jump Financial, LLC 0.01% Reduce -21.6% 3,435 $549K
Fifth Third Wealth Advisors LLC 0.02% Add +2.7% 3,417 $546K
Fiduciary Alliance LLC 0.04% New 3,309 $529K
Stone Summit Wealth LLC 0.15% No change 3,275 $524K
Independent Financial Group, LLC 0.01% Add +24.6% 3,268 $523K
Vestmark Advisory Solutions, Inc. 0.01% Add +0.3% 3,236 $517K
Bridges Investment Management Inc. 0.01% Reduce -0.3% 3,217 $514K
Sage Advisors, LLC 0.37% Reduce -17.0% 3,195 $511K
ClearAlpha Technologies LP 1.38% Reduce -69.3% 3,150 $504K
Voleon Capital Management LP 0.01% Add +99.2% 3,127 $500K
Fulton Bank, N.A. 0.02% Add +1.2% 3,104 $496K
Premier Path Wealth Partners, LLC 0.06% Reduce -3.8% 3,053 $488K
Zhang Financial LLC 0.02% Reduce -14.1% 3,034 $485K
PAX Financial Group, LLC 0.09% Reduce -12.9% 3,033 $485K
Signaturefd, LLC 0.01% Add +2.6% 3,029 $484K
Siemens Fonds Invest GmbH 0.03% Add +5.7% 3,008 $481K
Baker Tilly Wealth Management, LLC 0.10% Add +2.2% 2,880 $460K
Leo Wealth, LLC 0.06% Reduce -0.4% 2,826 $452K
Robeco Institutional Asset Management B.V. 0.00% Reduce -14.4% 2,821 $451K
Cynosure Group, LLC 0.05% Reduce -62.6% 2,780 $444K
Certior Financial Group, LLC 0.30% Reduce -5.5% 2,762 $442K
MJP Associates Inc. 0.06% Reduce -16.2% 2,755 $441K
Blueshift Asset Management, LLC 0.14% New 2,754 $440K
QRG Capital Management, Inc. 0.01% Reduce -24.5% 2,732 $437K
Trueblood Wealth Management, LLC 0.17% Add +1.4% 2,730 $436K
Clearstead Advisors, LLC 0.01% Reduce -30.1% 2,713 $434K
Brookwood Investment Group LLC 0.06% No change 2,667 $426K
Venturi Wealth Management, LLC 0.02% No change 2,661 $425K
Klingman & Associates, LLC 0.02% Reduce -14.3% 2,596 $415K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.3% 2,583 $413K
Reliant Investment Partners, LLC 0.32% No change 2,703 $412K
Oxford Asset Management LLP 0.13% New 2,561 $409K
Gilbert & Cook, Inc. 0.05% Add +4.2% 2,552 $408K
Cloud Capital Management, LLC 0.21% Add +0.2% 2,548 $407K
Mount Lucas Management LP 0.18% Reduce -6.6% 2,533 $405K
Rathbones Group PLC 0.00% No change 2,517 $402K
Fiduciary Family Office, LLC 0.11% Reduce -21.5% 2,505 $401K
Larson Financial Group LLC 0.01% Add +0.4% 2,497 $399K
New York Life Investment Management LLC 0.00% Reduce -19.1% 2,495 $399K
Quotient Wealth Partners, LLC 0.01% Reduce -7.7% 2,474 $396K
Arkadios Wealth Advisors 0.01% New 2,463 $394K
Yousif Capital Management, LLC 0.00% Add +4.5% 2,462 $394K
Summit Financial, LLC 0.01% New 2,456 $393K
Obermeyer Wealth Partners 0.02% Add +2.0% 2,453 $392K
Pinnacle Associates Ltd. 0.01% Reduce -2.2% 2,433 $389K
Metis Global Partners, LLC 0.01% Reduce -0.7% 2,428 $388K
AlTi Global, Inc. 0.01% Add +0.0% 2,417 $386K
First Citizens Bank & Trust Co. 0.01% Reduce -30.0% 2,398 $383K
EntryPoint Capital, LLC 0.15% New 2,388 $382K
Balefire, LLC 0.08% New 2,363 $378K
Alpine Global Management, LLC 0.10% New 2,359 $377K
Naples Global Advisors, LLC 0.03% Reduce -22.2% 2,358 $377K
Financial Management Network Inc. 0.06% Add +0.6% 2,501 $375K
Wealthspire Advisors, LLC 0.00% Add +21.3% 2,343 $375K
Foundations Investment Advisors, LLC 0.01% New 2,328 $372K
Quadrant Capital Group LLC 0.01% No change 2,255 $361K
Whittier Trust Co. 0.00% Add +3.7% 2,358 $359K
Parcion Private Wealth LLC 0.02% Reduce -54.2% 2,235 $357K
Illinois Municipal Retirement Fund 0.00% Reduce -75.2% 2,230 $357K
111 Capital 0.07% New 2,223 $355K
Glenmede Investment Management, LP 0.00% Reduce -15.4% 2,221 $355K
Buttonwood Financial Advisors Inc. 0.12% No change 2,217 $355K
Meeder Advisory Services, Inc. 0.02% Reduce -21.9% 2,158 $345K
Fiduciary Trust Co 0.00% No change 2,150 $344K
MQS Management LLC 0.20% New 2,147 $343K
EverSource Wealth Advisors, LLC 0.01% Add +0.8% 2,146 $343K
Oak Thistle LLC 0.05% New 2,141 $342K
Evergreen Capital Management LLC 0.01% Add +2.9% 2,130 $341K
IFP Advisors, Inc 0.01% Reduce -17.2% 2,113 $338K
Mather Group, Llc. 0.00% Add +1.0% 2,108 $337K
Snowden Capital Advisors LLC 0.01% Add +12.6% 2,091 $334K
Capital Asset Advisory Services LLC 0.01% Add +1.4% 2,078 $332K
HighPoint Advisor Group LLC 0.02% Reduce -0.4% 2,062 $330K
Enclave Advisors LLC 0.05% No change 2,061 $330K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.6% 2,057 $329K
Callan Family Office, LLC 0.01% Reduce -50.1% 2,054 $328K
Armistice Capital, LLC 0.01% New 2,044 $327K
Fulcrum Capital LLC 0.07% No change 2,037 $326K
Arete Wealth Advisors, LLC 0.02% Reduce -1.6% 2,035 $325K
Coldstream Capital Management Inc. 0.00% Reduce -3.3% 2,029 $324K
Whalerock Point Partners, LLC 0.06% No change 2,000 $320K
River Road Asset Management, LLC 0.00% Reduce -12.7% 1,981 $317K
Wedbush Securities Inc. 0.01% Add +1.4% 1,949 $312K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +1456.9% 1,915 $306K
FourThought Financial Partners, LLC 0.03% New 1,912 $306K
Cigna Investments Inc. 0.04% No change 1,890 $303K
GTS Securities LLC 0.01% Add +55.1% 1,878 $300K
Trek Financial, LLC 0.02% New 1,865 $298K
Blue Barn Wealth, LLC 0.13% Reduce -0.1% 1,864 $298K
Fiduciary Group, LLC 0.03% Add +3.0% 1,805 $289K
Aspen Grove Capital, LLC 0.05% Reduce -0.8% 1,801 $288K
Nemes Rush Group LLC 0.03% Add +1.9% 1,778 $284K
RMR Wealth Builders 0.02% Add +5.9% 1,773 $283K
Beaumont Financial Advisors, LLC 0.02% Add +0.1% 1,756 $281K
Compound Planning, Inc. 0.01% Add +7.3% 1,754 $280K
Tidal Investments LLC 0.00% Add +0.3% 1,741 $278K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.3% 1,730 $277K
Nicolet Advisory Services, LLC 0.02% Reduce -6.8% 1,842 $274K
Summit Wealth Group LLC / Co. 0.03% New 2,651 $273K
Smartleaf Asset Management LLC 0.02% Add +69.1% 1,652 $270K
Ashton Thomas Private Wealth, LLC 0.01% New 1,683 $269K
Albion Financial Group 0.02% No change 1,650 $264K
Stamos Capital Partners, L.P. 0.05% Reduce -62.0% 1,638 $262K
Moran Wealth Management, LLC 0.01% New 1,638 $262K
GC Wealth Management RIA, LLC 0.01% New 1,607 $257K
Ausdal Financial Partners, Inc. 0.01% Add +37.2% 1,596 $255K
MAI Capital Management 0.00% Reduce -8.9% 1,592 $255K
Brooklyn Investment Group 0.03% Reduce -1.5% 1,429 $247K
Voya Financial Advisors, Inc. 0.02% New 1,514 $247K
Crossmark Global Holdings, Inc. 0.00% Add +0.8% 1,534 $245K
Victory Financial Group, LLC 0.03% Add +1.3% 1,523 $244K
MassMutual Private Wealth & Trust, FSB 0.01% No change 1,518 $243K
Iams Wealth Management, LLC 0.10% New 1,505 $241K
Birch Hill Investment Advisors LLC 0.01% No change 1,500 $240K
Aaron Wealth Advisors LLC 0.01% New 1,493 $239K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -11.7% 1,483 $237K
Forum Financial Management, LP 0.00% Add +0.1% 1,482 $237K
Insigneo Advisory Services, LLC 0.02% Reduce -1.2% 1,480 $237K
Bayforest Capital Ltd 0.11% Reduce -48.9% 1,468 $235K
Sowell Financial Services LLC 0.01% Reduce -3.4% 1,467 $235K
Nilsine Partners, LLC 0.02% Add +5.3% 1,466 $234K
Occidental Asset Management, LLC 0.03% No change 1,459 $233K
Wrenne Financial Planning LLC 0.10% No change 1,449 $232K
Curi Capital, LLC 0.00% Add +16.8% 1,443 $231K
Pension & Wealth Management Advisors, Inc. 0.07% No change 1,426 $228K
Elevation Point Wealth Partners, LLC 0.02% Add +601.5% 1,424 $228K
Marks Group Wealth Management, Inc 0.02% Reduce -1.9% 1,419 $227K
Wedmont Private Capital 0.01% Add +6.8% 1,519 $226K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -6.7% 1,400 $224K
Sage Mountain Advisors LLC 0.01% New 1,389 $222K
Fortitude Advisory Group L.L.C. 0.12% New 1,378 $220K
Icon Wealth Advisors, LLC 0.01% Reduce -1.0% 1,377 $220K
OneDigital Investment Advisors LLC 0.00% New 1,357 $217K
Yarger Wealth Strategies, LLC 0.10% Add +0.7% 1,336 $214K
PFG Investments, LLC 0.01% Reduce -10.0% 1,329 $213K
Tower Wealth Partners, Inc. 0.12% Add +2.5% 1,325 $212K
Ossiam 0.00% Add +424.6% 1,322 $211K
CreativeOne Wealth, LLC 0.01% Reduce -11.3% 1,314 $210K
HM Payson & Co. 0.00% No change 1,304 $208K
Gibbs Wealth Management 0.05% Reduce -20.6% 1,287 $206K
Ahl Investment Management, Inc. 0.14% No change 1,269 $203K
Cary Street Partners Investment Advisory LLC 0.08% Add +3.4% 1,235 $197K
Global Retirement Partners, LLC 0.00% Add +128.1% 1,227 $196K
Nisa Investment Advisors, LLC 0.00% Add +25.0% 1,220 $195K
Lanark Financial, Inc. 0.01% Reduce -3.1% 1,142 $183K
Zions Bancorporation, National Association 0.01% New 1,133 $181K
Payden & Rygel 0.01% No change 1,100 $176K
SBI Securities Co., Ltd. 0.00% Reduce -0.6% 1,012 $162K
Promus Capital, LLC 0.10% No change 1,007 $161K
Cary Street Partners Financial LLC 0.00% Add +22.5% 975 $156K
Elevation Wealth Partners, LLC 0.06% No change 973 $156K
Huntington National Bank 0.00% Add +48.8% 960 $153K
Loomis Sayles & Co. L P 0.00% No change 905 $145K
Compagnie Lombard Odier SCmA 0.00% Add +3.9% 904 $145K
Atlantic Union Bankshares Corp 0.00% New 877 $140K
Canton Hathaway, LLC 0.02% Reduce -3.8% 765 $122K
Versant Capital Management, Inc 0.02% Reduce -3.3% 728 $116K
Quent Capital, LLC 0.01% New 725 $116K
GAMMA Investing LLC 0.01% Add +30.0% 676 $108K
Catalyst Capital Advisors LLC 0.00% Reduce -27.6% 655 $105K
Whittier Trust Co. of Nevada Inc. 0.00% Add +13.8% 685 $104K
Ofi Invest Asset Management 0.00% Add +7.7% 757 $103K
Parkside Financial Bank & Trust 0.01% Add +20.5% 618 $99K
Peck Wealth Management, LLC 0.09% — 600 $96K
Avalon Trust Co 0.01% Add +96.7% 588 $94K
American National Bank & Trust 0.01% No change 560 $90K
Plante Moran Financial Advisors, LLC 0.01% No change 547 $87K
Root Financial Partners, LLC 0.01% New 545 $87K
Dagco, Inc. 0.02% No change 500 $80K
Strategic Wealth Partners, Ltd. 0.01% No change 490 $78K
Johnson Financial Group, Inc. 0.00% Add +230.7% 453 $72K
CVA Family Office, LLC 0.01% Reduce -0.7% 450 $72K
Westpac Banking Corp. 0.00% No change 442 $71K
Harbour Investments, Inc. 0.00% Reduce -5.7% 428 $68K
Covestor Ltd 0.04% Add +182.6% 421 $67K
GW&K Investment Management, LLC 0.00% Add +11.8% 416 $67K
Salem Investment Counselors Inc. 0.00% No change 415 $66K
Bokf, NA 0.00% Add +1.0% 412 $66K
Key Financial Inc 0.01% Add +1.8% 407 $63K
Private Trust Co. NA 0.00% Add +3.7% 339 $54K
First Horizon Corp. 0.00% — 321 $51K
Washington Trust Advisors, Inc. 0.00% New 315 $50K
Brown Brothers Harriman & Co. 0.00% Add +7.2% 284 $45K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 270 $43K
Rise Advisors, LLC 0.02% Add +0.4% 270 $43K
Redmont Wealth Advisors LLC 0.06% No change 252 $40K
Eastern Bank 0.00% No change 250 $40K
Hartford Financial Management Inc. 0.01% No change 223 $36K
Financial Network Wealth Advisors LLC 0.04% No change 212 $34K
Bruce G. Allen Investments, LLC 0.02% No change 211 $34K
CENTRAL TRUST Co 0.00% Reduce -46.4% 192 $31K
Exchange Traded Concepts, LLC 0.00% Add +100.0% 190 $30K
Arax Advisory Partners 0.00% Reduce -38.0% 184 $29K
Noble Wealth Management PBC 0.02% — 180 $29K
Bfsg, LLC 0.00% Reduce -36.1% 177 $28K
Crewe Advisors LLC 0.00% Add +78.6% 175 $28K
Cullen/Frost Bankers, Inc. 0.00% Add +39.1% 160 $26K
Evelyn Partners Investment Management LLP 0.00% No change 158 $25K
Quarry LP 0.01% Add +32.7% 150 $24K
Bartlett & Co. Wealth Management LLC 0.00% No change 145 $23K
Valley National Advisers Inc. 0.00% No change 147 $23K
Advisory Services Network, LLC 0.00% New 144 $23K
Manchester Capital Management LLC 0.00% Add +1400.0% 135 $22K
Salomon & Ludwin, LLC 0.00% New 137 $21K
Cetera Trust Company, N.A 0.01% No change 125 $20K
CBIZ Investment Advisory Services, LLC 0.00% Add +3.5% 117 $19K
Trust Co. of Vermont 0.00% No change 115 $18K
Raiffeisen Bank International AG 0.00% New 111 $18K
Atwood & Palmer Inc. 0.00% No change 107 $17K
Hemington Wealth Management 0.00% Add +51.4% 109 $17K
Hanson & Doremus Investment Management 0.00% New 104 $17K
AdvisorNet Financial, Inc 0.00% Reduce -25.9% 103 $16K
Westside Investment Management, Inc. 0.00% No change 100 $16K
Rational Advisors, Inc. 0.00% Add +37.5% 99 $16K
Clearstead Trust, LLC 0.00% No change 98 $16K
Murphy & Mullick Capital Management Corp 0.01% New 100 $15K
Caitong International Asset Management Co., Ltd 0.01% Add +8800.0% 89 $14K
BNP Paribas 0.00% No change 85 $14K
TD Capital Management LLC 0.00% No change 80 $13K
Rakuten Securities, Inc. 0.00% Add +105.4% 76 $12K
Imprint Wealth LLC 0.04% — 70 $11K
JFS Wealth Advisors, LLC 0.00% No change 68 $11K
True Wealth Design, LLC 0.00% No change 66 $11K
Proffitt & Goodson Inc. 0.00% New 66 $11K
WPG Advisers, LLC 0.01% No change 63 $10K
T. Rowe Price Investment Management, Inc. 0.00% New 57 $10K
Rothschild Investment LLC 0.00% Add +247.1% 59 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 55 $9K
Meeder Asset Management Inc. 0.00% Reduce -64.0% 54 $9K
Sound Income Strategies, LLC 0.00% Add +147.8% 57 $8K
Wolff Wiese Magana LLC 0.00% No change 51 $8K
Avion Wealth 0.00% No change 56 $8K
Pin Oak Investment Advisors Inc. 0.01% No change 50 $8K
Ameriflex Group, Inc. 0.00% Add +400.0% 50 $8K
Bell Investment Advisors, Inc 0.00% Add +7.1% 45 $7K
Kings Path Partners LLC 0.00% No change 44 $7K
SouthState Bank Corp 0.00% Reduce -41.7% 42 $7K
Strive Asset Management, LLC 0.00% New 42 $7K
Activest Wealth Management 0.00% No change 40 $6K
CoreCap Advisors, LLC 0.00% Reduce -84.0% 39 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 38 $6K
SJS Investment Consulting Inc. 0.00% No change 38 $6K
S&T Bank 0.00% No change 38 $6K
Capital Advisors, Ltd. LLC 0.00% No change 39 $6K
ORG Partners LLC 0.00% Reduce -53.2% 37 $6K
MV Capital Management, Inc. 0.00% Add +5.9% 36 $6K
Vermillion & White Wealth Management Group, LLC 0.00% New 36 $6K
Gen-Wealth Partners Inc 0.00% No change 35 $6K
Adirondack Trust Co. 0.00% New 33 $5K
Truvestments Capital LLC 0.00% No change 32 $5K
Essential Partners LLC 0.00% Add +57.9% 30 $5K
Bogart Wealth, LLC 0.00% Add +11.1% 30 $5K
Cornerstone Planning Group LLC 0.00% Reduce -3.0% 32 $5K
AlphaQuest LLC 0.00% Reduce -84.9% 29 $5K
Sunbelt Securities, Inc. 0.00% No change 28 $4K
Cromwell Holdings LLC 0.00% No change 27 $4K
Armstrong Advisory Group, Inc. 0.00% No change 27 $4K
Evergreen Private Wealth LLC 0.00% No change 27 $4K
Harvest Fund Management Co., Ltd 0.00% No change 23 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 25 $4K
Westfuller Advisors, LLC 0.00% New 25 $4K
Arlington Trust Co LLC 0.00% No change 24 $4K
Wealth Watch Advisors, INC 0.00% New 23 $4K
Medallion Wealth Advisors, LLC 0.00% No change 23 $4K
Rossby Financial, LCC 0.00% No change 22 $3K
UMB Bank, n.a. 0.00% Add +61.5% 21 $3K
Dogwood Wealth Management LLC 0.00% Add +81.8% 20 $3K
Fortitude Family Office, LLC 0.00% Add +11.1% 20 $3K
Highline Wealth Partners LLC 0.00% No change 20 $3K
Marquette Asset Management, LLC 0.00% New 17 $3K
Physician Wealth Advisors, Inc. 0.00% Add +23.1% 16 $3K
North Capital, Inc. 0.00% Add +6.7% 16 $3K
Curio Wealth, LLC 0.00% No change 15 $2K
Bare Financial Services, Inc 0.00% Add +87.5% 15 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $2K
Bellevue Asset Management, LLC 0.00% Add +8.3% 13 $2K
Raffa Wealth Management, LLC 0.00% New 12 $2K
Greykasell Wealth Strategies, Inc. 0.00% New 11 $2K
Sachetta, LLC 0.00% No change 11 $2K
Kilter Group LLC 0.00% No change 10 $2K
Dunhill Financial, LLC 0.00% No change 10 $2K
Motco 0.00% No change 10 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 10 $2K
Creekmur Asset Management LLC 0.00% No change 9 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $1K
Hughes Financial Services, LLC 0.00% No change 8 $1K
Private Wealth Management Group, LLC 0.00% No change 7 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 9 $1K
Penserra Capital Management LLC 0.00% Reduce -20.0% 12 $1K
Rialto Wealth Management, LLC 0.00% No change 6 $960
Binnacle Investments Inc 0.00% No change 6 $959
Pacer Advisors, Inc. 0.00% Add +20.0% 6 $959
Cape Investment Advisory, Inc. 0.00% New 5 $799
Creative Financial Designs Inc. 0.00% No change 5 $799
Alerus Financial NA 0.00% No change 5 $799
Principia Wealth Advisory, LLC 0.00% Add +33.3% 4 $640
Turning Point Benefit Group, Inc. 0.00% New 4 $616
American Capital Advisory, LLC 0.00% No change 3 $480
Golden State Wealth Management, LLC 0.00% No change 3 $480
North Star Investment Management Corp. 0.00% New 3 $480
Transamerica Financial Advisors, LLC 0.00% New 3 $480
DecisionPoint Financial, LLC 0.00% No change 3 $463
Winnacle Wealth LLC 0.00% New 2 $320
Davis Capital Management 0.00% — 2 $320
Seneschal Advisors, LLC 0.00% New 2 $320
High Note Wealth, LLC 0.00% New 2 $320
HFM Investment Advisors, LLC 0.00% Reduce -33.3% 2 $320
Private Wealth Asset Management, LLC 0.00% No change 2 $320
Quaker Wealth Management, LLC 0.00% No change 1 $160

"% 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.