Ares Management Corp. Class AARES
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $456.2M |
| Exits | 75 | $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.