Ares Management Corp. Class AARES

13F holders, Q4 2025 (December 31)
833holders +54
123new positions
101sold out
5famous investors
$161.25avg. 13F price*

At the end of Q4 2025, 833 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 54 from Q3 2025. 123 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($4.2B), BlackRock, Inc. ($2.6B) and Sumitomo Mitsui Financial Group, Inc. ($2.2B). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions123$471.5M
Exits101$540.9M

All 13F filers, Q3 2025 → Q4 2025: 32,183,112 shares bought and 19,200,315 shares sold, net +12,982,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 833 holders

Vanguard Group Inc. 0.06% Add +20.2% 26,050,425 $4.2B
BlackRock, Inc. 0.04% Add +25.1% 16,209,382 $2.6B
Sumitomo Mitsui Financial Group, Inc. 38.25% No change 13,364,740 $2.2B
Capital World Investors 0.22% Reduce -12.5% 10,129,166 $1.6B
State Street Corp. 0.05% Add +98.5% 8,513,284 $1.4B
FMR LLC 0.07% Add +2.6% 8,140,784 $1.3B
JPMorgan Chase & Co. 0.08% Reduce -10.1% 7,009,394 $1.1B
T. Rowe Price Associates Inc. 0.10% Reduce -20.9% 5,987,733 $967.8M
Wellington Management Group LLP 0.17% Reduce -37.9% 5,829,225 $942.2M
Massachusetts Financial Services Co. 0.30% Add +26.3% 5,705,599 $922.2M
Geode Capital Management, LLC 0.05% Add +55.7% 5,489,004 $883.7M
Franklin Resources Inc. 0.22% Add +1.8% 5,395,257 $872.0M
Bank of America Corp. 0.05% Reduce -1.4% 4,502,442 $727.7M
Canada Pension Plan Investment Board 0.48% Add +125.8% 4,476,637 $723.6M
Capital International Investors 0.11% Add +0.3% 4,257,710 $688.2M
Principal Financial Group Inc. 0.32% Add +8.6% 3,839,693 $620.6M
Morgan Stanley 0.03% Reduce -11.7% 3,240,681 $523.8M
Norges Bank 0.04% — 2,451,063 $396.2M
Brown Advisory Inc. 0.54% Reduce -16.7% 2,391,001 $386.5M
Nuveen, LLC 0.10% Add +17.3% 2,358,996 $381.3M
LRI Investments, LLC 27.71% Reduce -7.5% 2,391,373 $344.3M
Winslow Capital Management, LLC 1.04% Add +31.2% 1,911,513 $310.6M
American Century Companies Inc. 0.15% Reduce -10.3% 1,789,175 $289.2M
Clearbridge Investments, LLC 0.23% Add +18.3% 1,758,316 $284.2M
Raymond James Financial Inc. 0.09% Reduce -6.5% 1,699,347 $276.4M
Vulcan Value Partners, LLC 4.95% Add +25.7% 1,696,856 $274.3M
Northern Trust Corp. 0.03% Add +35.5% 1,694,570 $273.9M
Invesco Ltd. 0.02% Add +73.6% 1,620,736 $262.0M
Curated Wealth Partners LLC 24.79% Add +0.0% 1,419,270 $229.4M
UBS Group AG 0.04% Add +34.2% 1,365,290 $220.7M
Charles Schwab Investment Management Inc. 0.03% Add +61.7% 1,314,983 $212.5M
Goldman Sachs Group Inc. 0.03% Add +47.8% 1,311,858 $212.0M
M&G PLC 1.06% Add +13.7% 1,219,112 $197.5M
Bank of New York Mellon Corp 0.03% Add +48.6% 1,174,032 $189.8M
Westfield Capital Management Co. LP 0.78% Add +12.0% 1,151,200 $186.1M
Janus Henderson Group PLC 0.08% Add +15.4% 1,149,390 $185.8M
Legal & General Group Plc 0.04% Add +16.3% 1,105,403 $178.7M
Hamlin Capital Management, LLC 3.90% Reduce -6.0% 1,005,430 $162.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +1.4% 985,823 $159.3M
Envestnet Asset Management Inc. 0.04% Reduce -18.6% 857,449 $138.6M
River Road Asset Management, LLC 1.43% Add +40652.2% 807,300 $130.5M
Sei Investments Co. 0.12% Add +2.8% 721,752 $116.7M
Quilter Plc 1.91% Add +5.6% 704,069 $113.8M
Artisan Partners Limited Partnership 0.17% Add +16.9% 682,601 $110.3M
Citigroup Inc. 0.07% Add +56.7% 668,588 $108.1M
Truist Financial Corp. 0.14% Add +5.5% 663,857 $107.3M
Corient Private Wealth LP 0.14% Reduce -24.4% 628,120 $102.0M
Wells Fargo & Company 0.02% Add +15.8% 622,588 $100.6M
Barclays PLC 0.04% Add +194.6% 600,098 $97.0M
Royal Bank of Canada 0.02% Reduce -14.7% 599,734 $96.9M
Peregrine Capital Management LLC 2.94% Reduce -1.5% 594,104 $96.0M
Amundi 0.03% Add +74.2% 576,683 $93.2M
Citadel Advisors 0.06% Add +74.1% 573,598 $92.7M
CIBC Private Wealth Group LLC 0.15% Reduce -45.9% 545,278 $88.1M
Deutsche Bank AG 0.03% Add +36.9% 515,226 $83.3M
BNP Paribas Financial Markets 0.05% Add +208.5% 485,149 $78.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -0.6% 476,311 $77.0M
Neuberger Berman Group LLC 0.06% Reduce -13.9% 471,011 $76.1M
Dimensional Fund Advisors LP 0.02% Add +17.7% 458,079 $74.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +119.9% 441,368 $73.4M
Partners Group Holding AG 4.77% Add +20.8% 436,910 $70.6M
Blue Whale Capital LLP 3.52% Add +6.2% 424,634 $68.6M
FIL Ltd 0.05% Add +0.0% 407,610 $65.9M
Parnassus Investments, LLC 0.17% Reduce -1.8% 402,561 $65.1M
HSBC Holdings PLC 0.04% Add +194.4% 395,965 $64.2M
Rhumbline Advisers 0.05% Add +54.7% 388,284 $62.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% Add +354.1% 365,811 $59.1M
Chilton Capital Management LLC 1.77% Add +2.5% 317,190 $51.3M
Ameriprise Financial Inc. 0.01% Add +5.5% 316,425 $51.1M
California State Teachers Retirement System 0.05% Reduce -2.2% 310,685 $50.2M
National Pension Service 0.04% Add +12.9% 299,123 $48.3M
California Public Employees Retirement System 0.03% Reduce -2.3% 279,588 $45.2M
Federated Hermes, Inc. 0.07% Reduce -30.3% 250,879 $40.5M
Cincinnati Financial Corp. 0.79% Add +48.4% 249,304 $40.3M
Lord, Abbett & Co. LLC 0.13% Reduce -61.9% 240,846 $38.9M
Holocene Advisors, LP 0.08% New 239,041 $38.6M
Balyasny Asset Management L.P. 0.07% Reduce -62.3% 234,525 $37.9M
National Bank of Canada 0.04% Add +24.8% 223,382 $36.1M
Woodline Partners LP 0.14% New 220,148 $35.6M
1832 Asset Management L.P. 0.04% Reduce -31.8% 215,728 $34.9M
Rockefeller Capital Management L.P. 0.06% Reduce -21.5% 207,564 $33.5M
Junto Capital Management LP 0.75% New 206,332 $33.3M
Jefferies Financial Group Inc. 0.28% Add +497.2% 204,955 $33.1M
Weiss Asset Management LP 0.59% New 202,328 $32.7M
Guardian Point Capital, LP 10.00% Add +100.0% 200,000 $32.3M
Alliancebernstein L.P. 0.01% Add +166.5% 196,471 $31.8M
King Luther Capital Management Corp. 0.12% Add +7.7% 186,957 $30.2M
Thrivent Financial for Lutherans 0.05% Add +25.8% 177,552 $28.7M
Castle Hook Partners LP 0.40% New 173,679 $28.1M
Stifel Financial Corp. 0.02% Add +10.8% 167,684 $27.1M
Manufacturers Life Insurance Company, The 0.02% Add +40.4% 166,864 $27.0M
State Board of Administration of Florida Retirement System 0.05% No change 166,510 $26.9M
LPL Financial LLC 0.01% Reduce -1.2% 164,109 $26.5M
STRS Ohio 0.10% Add +0.0% 161,907 $26.2M
Royal London Asset Management Ltd. 0.05% Reduce -1.0% 159,059 $25.7M
Aviva PLC 0.04% Add +5.7% 157,773 $25.5M
Korea Investment CORP 0.05% Add +48.8% 156,079 $25.2M
Nomura Asset Management International Inc. 0.04% — 152,836 $24.7M
Adage Capital Partners Gp, L.L.C. 0.04% Add +4.8% 152,000 $24.6M
United Capital Financial Advisors, LLC 0.15% Reduce -5.6% 150,012 $24.2M
Overbrook Management Corp 4.16% Add +37.2% 148,979 $24.1M
Bank of Montreal 0.01% Add +518.5% 145,946 $23.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +31.6% 144,625 $23.4M
Trillium Asset Management, LLC 0.71% New 141,259 $23.1M
Ancora Advisors LLC 0.45% Add +29.3% 133,428 $21.6M
Picton Mahoney Asset Management 0.23% Add +80.3% 129,337 $20.9M
SG Americas Securities, LLC 0.03% Add +1350.6% 126,406 $20.4M
Northern Right Capital Management, L.P. 5.23% Add +46.5% 123,338 $19.9M
Cat Rock Capital Management LP 2.85% New 123,100 $19.9M
Blair William & Co. 0.05% Add +27.4% 122,935 $19.9M
State of Wisconsin Investment Board 0.04% Add +8.1% 122,205 $19.8M
New York State Teachers Retirement System 0.04% New 121,536 $19.6M
CANADA LIFE ASSURANCE Co 0.03% Add +37.9% 119,621 $19.3M
Aberdeen Group plc 0.03% Add +9.8% 117,705 $19.0M
DNB Asset Management AS 0.06% Reduce -4.7% 115,076 $18.6M
Vaughan Nelson Investment Management, L.P. 0.18% Reduce -2.2% 112,767 $18.2M
Zevenbergen Capital Investments LLC 0.40% Reduce -29.7% 112,431 $18.2M
Dearborn Partners LLC 0.87% Reduce -0.9% 107,734 $17.4M
Chevy Chase Trust Holdings, LLC 0.05% New 104,447 $16.9M
Sculptor Capital LP 0.34% New 329,854 $16.6M
Danske Bank A/S 0.04% Add +10.3% 101,057 $16.3M
Alta Fox Capital Management, LLC 3.50% New 100,600 $16.3M
New York State Common Retirement Fund 0.02% Reduce -0.2% 98,148 $15.9M
Benjamin Edwards Inc. 0.17% Reduce -5.7% 97,516 $15.8M
Prudential Financial Inc. 0.02% Add +781.8% 96,560 $15.6M
Portland Investment Counsel Inc. 4.70% Add +5.6% 95,724 $15.6M
Asset Management One Co., Ltd. 0.04% Add +6.9% 91,574 $15.5M
Public Employees Retirement System of Ohio 0.05% Reduce -1.6% 94,527 $15.3M
Toronto Dominion Bank 0.03% Add +151.5% 92,979 $15.0M
Pictet Asset Management Holding SA 0.01% Add +13.6% 92,699 $15.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +35.8% 91,686 $14.8M
APG Asset Management N.V. 0.04% Reduce -5.4% 104,342 $14.4M
Gillson Capital LP 0.93% New 88,273 $14.3M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -2.7% 85,685 $13.8M
TD Asset Management Inc 0.01% Reduce -92.3% 83,180 $13.4M
Nomura Asset Management Co. Ltd. 0.03% Reduce -10.8% 79,396 $12.8M
Treasurer of the State of North Carolina 0.04% Reduce -6.8% 78,840 $12.7M
KLP Kapitalforvaltning As 0.05% Add +0.5% 77,500 $12.5M
EFG International AG 0.24% — 77,399 $12.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +29.7% 76,724 $12.4M
Beck Mack & Oliver LLC 0.22% Add +50.8% 76,566 $12.4M
Vident Advisory, LLC 0.11% Add +1.6% 74,810 $12.1M
State of New Jersey Common Pension Fund D 0.04% Reduce -1.6% 72,789 $11.8M
AQR Capital Management 0.01% Add +39.0% 71,461 $11.6M
Crawford Investment Counsel Inc. 0.19% Add +24.0% 71,008 $11.5M
Van Eck Associates Corp. 0.01% Add +14.3% 69,108 $11.2M
Alpine Global Management, LLC 2.64% Add +2802.5% 68,469 $11.1M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +2.5% 68,362 $11.0M
Fred Alger Management, LLC 0.04% Add +142.4% 68,068 $11.0M
Cetera Investment Advisers 0.01% Add +1.7% 67,821 $11.0M
Resona Asset Management Co.,Ltd. 0.05% Add +1.3% 65,396 $10.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +63.9% 65,741 $10.6M
Osprey Private Wealth LLC 3.00% Add +25.6% 64,530 $10.4M
Victory Capital Management Inc. 0.01% Reduce -21.9% 64,281 $10.4M
Rafferty Asset Management, LLC 0.04% New 62,853 $10.2M
Russell Investments Group, Ltd. 0.01% Add +60.1% 61,577 $10.0M
Cincinnati Insurance Co. 0.15% New 60,000 $9.7M
Arizona State Retirement System 0.05% Reduce -6.9% 59,381 $9.6M
Credit Agricole S A 0.03% Reduce -7.2% 58,579 $9.5M
MetLife Investment Management, LLC 0.05% Add +382.8% 58,164 $9.4M
Capital Investment Counsel, LLC 1.31% Add +2.2% 58,130 $9.4M
Susquehanna International Group, LLP 0.01% Reduce -69.2% 56,772 $9.2M
Stephens Inc. 0.11% Reduce -9.1% 55,213 $8.9M
Czech National Bank 0.06% New 54,321 $8.8M
State of Michigan Retirement System 0.04% New 53,900 $8.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +113.9% 53,299 $8.6M
First Trust Advisors LP 0.01% Reduce -70.7% 52,922 $8.6M
Assetmark, Inc. 0.02% Reduce -0.5% 52,608 $8.5M
Silvant Capital Management LLC 0.29% Add +28.1% 52,573 $8.5M
Public Sector Pension Investment Board 0.03% New 52,464 $8.5M
Freestone Grove Partners LP 0.06% Reduce -80.2% 51,626 $8.3M
Capital International, Inc. 0.07% Add +1.9% 51,179 $8.3M
Stratos Wealth Partners, LTD. 0.09% Reduce -5.3% 50,575 $8.2M
Xponance LLC 0.06% Add +19.2% 50,278 $8.1M
Longaeva Partners L.P. 0.95% New 49,253 $8.0M
Nordea Investment Management AB 0.01% Reduce -9.7% 48,748 $7.9M
CIBC Asset Management Inc 0.02% Add +496.2% 48,814 $7.9M
Forsta Ap-Fonden 0.05% Add +0.4% 48,800 $7.9M
Quantinno Capital Management LP 0.02% Add +23.0% 48,270 $7.8M
Federation des caisses Desjardins du Quebec 0.03% Add +27.9% 48,212 $7.8M
Vega Investment Solutions 1.23% — 47,470 $7.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% New 47,919 $7.7M
Steward Partners Investment Advisory, LLC 0.04% Reduce -4.9% 47,637 $7.7M
HighTower Advisors, LLC 0.01% Reduce -18.5% 47,015 $7.6M
Dynamic Advisor Solutions LLC 0.23% Reduce -0.3% 44,496 $7.2M
Natixis Advisors, LLC 0.01% Add +30.6% 44,413 $7.2M
IFM Investors Pty Ltd 0.06% Add +2.8% 44,311 $7.2M
Jackson Wealth Management, LLC 0.69% Add +2.4% 44,080 $7.1M
BI Asset Management Fondsmaeglerselskab A/S 0.06% Add +21.3% 44,074 $7.1M
Voya Investment Management LLC 0.01% Add +116.1% 44,001 $7.1M
Amalgamated Bank 0.05% Add +185.2% 43,993 $7.1M
Retirement Systems of Alabama 0.02% New 43,826 $7.1M
ProShare Advisors LLC 0.01% New 43,609 $7.0M
National Philanthropic Trust 0.07% Add +3.9% 43,228 $7.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.8% 39,676 $7.0M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -6.1% 42,794 $6.9M
DekaBank Deutsche Girozentrale 0.01% No change 44,740 $6.6M
Segall Bryant & Hamill, LLC 0.09% Reduce -26.8% 40,517 $6.5M
Comerica Bank 0.03% Reduce -49.4% 40,258 $6.5M
Oppenheimer & Co. Inc. 0.09% Add +9.6% 39,811 $6.4M
Steamboat Capital Partners, LLC 1.74% New 39,292 $6.4M
State of Tennessee, Department of Treasury 0.02% New 42,399 $6.3M
Panagora Asset Management Inc. 0.02% Reduce -73.2% 38,820 $6.3M
Osaic Holdings, Inc. 0.01% Reduce -14.6% 38,310 $6.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +23.3% 38,213 $6.2M
Pinebridge Investments LLC 0.05% — 38,193 $6.2M
Rothschild Wealth LLC 0.58% New 37,591 $6.1M
Equitable Trust Co. 0.27% Add +20.6% 37,072 $6.0M
Coastal Bridge Advisors, LLC 0.44% Reduce -2.6% 36,316 $5.9M
Pallas Capital Advisors LLC 0.19% Add +21.4% 36,147 $5.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -24.2% 35,700 $5.8M
Omnia Family Wealth, LLC 1.67% Reduce -0.0% 35,011 $5.7M
Creative Planning 0.00% Reduce -9.6% 34,848 $5.6M
Daiwa Securities Group Inc. 0.02% Add +86.0% 34,182 $5.5M
Hilton Capital Management, LLC 0.41% Reduce -26.0% 33,855 $5.5M
PNC Financial Services Group, Inc. 0.00% Reduce -53.9% 33,527 $5.4M
Running Point Capital Advisors, LLC 1.44% Reduce -4.0% 32,588 $5.3M
Pathstone Holdings, LLC 0.02% Add +34.0% 32,440 $5.2M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -12.7% 32,400 $5.2M
MML Investors Services, LLC 0.01% Add +6.5% 32,182 $5.2M
Meridian Wealth Management, LLC 0.18% Reduce -1.8% 32,117 $5.2M
Royce & Associates LP 0.05% No change 31,800 $5.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.05% — 31,600 $5.1M
JPL Wealth Management, LLC 1.23% Reduce -6.9% 31,246 $5.1M
Utah Retirement Systems 0.05% No change 31,094 $5.0M
Bank of Nova Scotia 0.01% Add +224.6% 31,031 $5.0M
Granite Bay Wealth Management, LLC 1.22% Add +23.0% 31,027 $5.0M
Janney Montgomery Scott LLC 0.01% Reduce -73.8% 30,189 $4.9M
Macquarie Group Ltd. 0.02% Reduce -82.9% 30,010 $4.9M
Cibc World Markets Corp. 0.02% — 29,002 $4.7M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -5.1% 28,858 $4.7M
Rakuten Investment Management, Inc. 0.02% Reduce -37.4% 27,521 $4.7M
New York Life Investment Management LLC 0.04% Add +1033.2% 28,272 $4.6M
Storebrand Asset Management As 0.01% Reduce -48.4% 27,667 $4.5M
Nissay Asset Management Corp. /Japan 0.02% Add +1.3% 27,380 $4.4M
Polar Capital Holdings Plc 0.02% Reduce -24.4% 27,313 $4.4M
Kennedy Capital Management LLC 0.09% Reduce -2.7% 27,254 $4.4M
Ensign Peak Advisors, Inc 0.01% Reduce -49.7% 26,891 $4.3M
M&T Bank Corp 0.01% Add +169.3% 26,526 $4.3M
Cerity Partners LLC 0.01% Add +0.3% 25,946 $4.2M
Nicholas Investment Partners, LP 0.34% Reduce -64.7% 25,622 $4.1M
Burling Wealth Partners, LLC 0.64% Add +3.8% 25,445 $4.1M
Chicago Partners Investment Group LLC 0.10% Add +4.3% 25,936 $4.0M
Prosperity Consulting Group, LLC 0.18% Reduce -2.4% 24,912 $4.0M
NEOS Investment Management LLC 0.02% New 24,902 $4.0M
OP Asset Management Ltd 0.05% Add +5.3% 24,000 $3.9M
Oregon Public Employees Retirement Fund 0.05% New 23,600 $3.8M
Tredje AP-fonden 0.03% New 23,221 $3.8M
Wealthfront Advisers LLC 0.01% Add +15.5% 23,092 $3.7M
Sterling Capital Management LLC 0.06% Add +16.5% 23,012 $3.7M
LBP Am SA 0.04% Reduce -4.8% 22,860 $3.7M
Orion Porfolio Solutions, LLC 0.03% Add +223.7% 22,535 $3.6M
Trexquant Investment LP 0.03% New 22,452 $3.6M
Handelsbanken Fonder AB 0.01% Add +88.2% 22,228 $3.6M
Mackenzie Financial Corp. 0.00% Reduce -68.0% 22,039 $3.6M
Mutual of America Capital Management LLC 0.04% New 22,082 $3.6M
Kingsview Wealth Management, LLC 0.05% New 21,770 $3.5M
Apollon Wealth Management, LLC 0.06% Reduce -2.3% 21,753 $3.5M
Diversified Trust Co. 0.06% Add +1.6% 21,751 $3.5M
USS Investment Management Ltd 0.02% Add +1.1% 21,276 $3.4M
UniSuper Management Pty Ltd 0.02% Add +488.4% 21,183 $3.4M
&partners 0.02% Reduce -2.3% 21,209 $3.4M
Leavell Investment Management, Inc. 0.14% Add +0.4% 21,160 $3.4M
Natixis 0.01% New 21,035 $3.4M
Coastline Trust Co 0.32% Reduce -15.5% 21,025 $3.4M
Yousif Capital Management, LLC 0.04% Add +729.1% 20,413 $3.3M
Public Employees Retirement Association of Colorado 0.01% No change 20,605 $3.3M
State of Alaska, Department of Revenue 0.04% New 20,420 $3.3M
Landscape Capital Management, L.L.C. 0.22% New 20,344 $3.3M
Sanctuary Advisors, LLC 0.02% Add +2.5% 19,959 $3.2M
TCW Group Inc. 0.02% Reduce -24.6% 19,902 $3.2M
Alps Advisors Inc. 0.02% Reduce -8.0% 19,780 $3.2M
Vanguard Personalized Indexing Management, LLC 0.03% Add +10.6% 19,497 $3.2M
New Age Alpha Advisors, LLC 0.13% New 18,960 $3.1M
Atria Investments, Inc 0.03% Add +0.4% 18,854 $3.0M
LYNX Capital Group Ltd. 1.39% Reduce -0.1% 18,811 $3.0M
EP Wealth Advisors, LLC 0.02% — 18,492 $3.0M
Investment Management Corp of Ontario 0.04% Add +76.6% 17,946 $2.9M
First Manhattan Co. Llc. 0.01% Add +0.5% 17,634 $2.9M
Alliance Wealth Advisors, LLC 0.61% Reduce -34.4% 17,544 $2.8M
O'shaughnessy Asset Management, LLC 0.02% Add +1.3% 17,508 $2.8M
Swiss Life Asset Management Ltd 0.01% Reduce -11.9% 17,356 $2.8M
Mariner, LLC 0.00% Add +38.0% 17,347 $2.8M
Advisory Research Inc. 0.35% Add +1.2% 17,110 $2.8M
NewEdge Advisors, LLC 0.01% Reduce -60.2% 17,065 $2.8M
KBC Group NV 0.01% Add +8.4% 16,849 $2.7M
Fifth Third Bancorp 0.01% Reduce -12.7% 16,842 $2.7M
Eurizon Capital SGR S.p.A. 0.01% — 16,621 $2.7M
Great Diamond Partners, LLC 0.52% Reduce -29.6% 16,587 $2.7M
Mizuho Securities USA LLC 0.04% New 15,000 $2.7M
Pacer Advisors, Inc. 0.01% Add +269116.7% 16,153 $2.6M
Allstate Corp. 0.04% Add +94.0% 15,883 $2.6M
Choreo, LLC 0.03% Reduce -0.1% 15,468 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -11.2% 15,722 $2.5M
Fulcrum Asset Management LLP 0.71% Add +1.9% 15,561 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +802.8% 15,618 $2.5M
Cresset Asset Management, LLC 0.01% Add +23.6% 15,516 $2.5M
Kepler Cheuvreux (Suisse) SA 0.14% Reduce -41.1% 15,494 $2.5M
Journey Retirement Planning & Investment Management LLC 0.50% — 15,213 $2.5M
Knollwood Investment Advisory, LLC 0.23% No change 15,100 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -5.5% 15,080 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% New 15,000 $2.4M
Concurrent Investment Advisors, LLC 0.03% Add +78.9% 14,818 $2.4M
Painted Porch Advisors LLC 0.95% No change 14,635 $2.4M
Paragon Advisors, LLC 0.64% Add +5.5% 14,587 $2.4M
Harbor Advisors LLC 0.35% No change 14,500 $2.3M
Sumitomo Life Insurance Co. 0.06% Reduce -25.5% 14,386 $2.3M
Candriam S.C.A. 0.01% Reduce -22.7% 14,336 $2.3M
NewEdge Wealth, LLC 0.03% Add +14.0% 14,185 $2.3M
US Bancorp \de 0.00% Reduce -0.1% 14,147 $2.3M
Bridgewater Associates 0.01% New 13,877 $2.2M
Avanza Fonder AB 0.06% No change 13,618 $2.2M
Nations Financial Group Inc, /Ia/ 0.12% New 13,595 $2.2M
Park Avenue Securities LLC 0.02% Reduce -4.2% 13,497 $2.2M
Cordoba Advisory Partners LLC 0.54% — 13,399 $2.2M
Valeo Financial Advisors, LLC 0.05% Reduce -1.4% 13,210 $2.1M
Jones Financial Companies LLLP 0.00% Add +4.8% 13,155 $2.1M
Fiera Capital Corp 0.01% Add +28.1% 12,904 $2.1M
Millennium Management 0.00% Reduce -99.1% 12,852 $2.1M
SVB Wealth LLC 0.12% Reduce -30.1% 12,585 $2.0M
Argent Trust Co 0.07% Reduce -13.1% 12,583 $2.0M
Cibc World Market Inc. 0.00% Add +227.3% 12,152 $2.0M
Chesley Taft & Associates LLC 0.08% Add +5.9% 11,937 $1.9M
Hartford Investment Management Co. 0.06% New 11,857 $1.9M
Kentucky Retirement Systems 0.05% No change 11,813 $1.9M
Institute for Wealth Management, LLC. 0.20% Reduce -5.7% 11,556 $1.9M
Heard Capital LLC 0.08% No change 11,150 $1.8M
Cumberland Partners Ltd 0.11% Reduce -69.3% 11,090 $1.8M
Swedbank AB 0.00% No change 10,864 $1.8M
Gulf International Bank (UK) Ltd 0.06% No change 10,691 $1.7M
Parallel Advisors, LLC 0.03% Reduce -1.6% 10,593 $1.7M
Brevan Howard Capital Management LP 0.04% Reduce -74.4% 10,520 $1.7M
Louisiana State Employees Retirement System 0.03% New 10,500 $1.7M
Abn Amro Investment Solutions 0.03% Add +201.7% 10,430 $1.7M
Prospera Financial Services Inc 0.03% Add +4.2% 10,380 $1.7M
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 10,213 $1.7M
Lido Advisors, LLC 0.01% Reduce -6.7% 10,285 $1.6M
RFG Advisory, LLC 0.03% Reduce -8.9% 10,102 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -14.3% 9,992 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -15.2% 9,774 $1.6M
Empowered Funds, LLC 0.03% Reduce -51.3% 9,743 $1.6M
Virtu Financial LLC 0.06% Reduce -38.8% 9,618 $1.6M
ING Groep NV 0.01% New 9,509 $1.5M
Affinity Wealth Management LLC 0.22% Reduce -2.7% 9,403 $1.5M
New Mexico Educational Retirement Board 0.05% New 9,400 $1.5M
Kestra Advisory Services, LLC 0.01% Add +8.2% 9,264 $1.5M
Access Financial Services, Inc. 0.54% Reduce -8.9% 9,206 $1.5M
Allspring Global Investments Holdings, LLC 0.00% New 8,893 $1.5M
Maryland State Retirement & Pension System 0.03% No change 9,145 $1.5M
Angeles Wealth Management, LLC 0.08% Reduce -95.8% 9,046 $1.5M
AG2R La Mondiale Gestion D'actifs 0.06% Add +9.7% 8,992 $1.5M
Meketa Investment Group Inc. 4.88% No change 8,931 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +4.2% 8,915 $1.4M
NLB Skladi, upravljanje premozenja, d.o.o. 0.07% — 8,822 $1.4M
Allianz Asset Management GmbH 0.00% Reduce -29.0% 8,785 $1.4M
E. Ohman J:or Asset Management AB 0.03% No change 8,660 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.7% 8,615 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% Add +13.7% 8,527 $1.4M
Jane Street Group, LLC 0.00% Reduce -96.7% 8,497 $1.4M
Greenland Capital Management LP 0.21% New 8,450 $1.4M
MUFG Securities EMEA plc 0.02% New 8,445 $1.4M
Fjell Capital, LLC 1.04% Add +21.1% 8,408 $1.4M
Dockside LLC 0.35% — 8,348 $1.3M
Cox Capital Mgt LLC 0.83% New 7,887 $1.3M
OneDigital Investment Advisors LLC 0.01% Add +503.5% 8,189 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 8,143 $1.3M
Captrust Financial Advisors 0.00% Add +26.4% 8,111 $1.3M
Norinchukin Bank, The 0.02% New 8,111 $1.3M
Hunting Hill Global Capital, LLC 1.30% Reduce -53.5% 8,088 $1.3M
HB Wealth Management, LLC 0.01% Add +13.4% 8,030 $1.3M
Schroder Investment Management Group 0.00% Reduce -50.9% 7,712 $1.3M
Regions Financial Corp. 0.01% Reduce -4.4% 7,718 $1.2M
Granite FO LLC 0.66% No change 7,705 $1.2M
Csenge Advisory Group 0.06% Reduce -4.6% 7,559 $1.2M
EntryPoint Capital, LLC 0.47% Add +214.8% 7,517 $1.2M
ASR Vermogensbeheer N.V. 0.01% Reduce -0.7% 7,355 $1.2M
Evergreen Capital Management LLC 0.03% Add +244.7% 7,341 $1.2M
Citizens Financial Group Inc. 0.02% Add +4.5% 7,339 $1.2M
Blue Trust, Inc. 0.01% Reduce -8.0% 7,337 $1.2M
Oak Thistle LLC 0.16% Add +240.0% 7,279 $1.2M
Westco Advisory Services Inc. 0.72% — 7,202 $1.2M
Varma Mutual Pension Insurance Co 0.01% Reduce -89.2% 7,200 $1.2M
Xxi Wealth, LLC 0.71% — 7,177 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -64.0% 7,167 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -74.8% 7,134 $1.2M
Waterway Wealth Management, LLC 0.26% New 7,033 $1.1M
Everhart Financial Group, Inc. 0.10% Add +12.4% 6,961 $1.1M
Allworth Financial LP 0.00% Add +4.6% 6,937 $1.1M
Mangrove Partners Im, LLC 0.09% New 6,921 $1.1M
Nicholas Wealth, LLC. 0.75% Add +14.5% 6,899 $1.1M
Farringdon Capital, Ltd. 0.27% Add +59.8% 6,897 $1.1M
One Wealth Capital Management, LLC 0.47% New 6,866 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -94.6% 6,841 $1.1M
Western Financial Corp 0.44% Reduce -1.2% 6,829 $1.1M
Hilltop Holdings Inc. 0.07% Add +3.5% 6,750 $1.1M
Vestcor Inc 0.03% Reduce -8.8% 6,714 $1.1M
Metis Global Partners, LLC 0.03% Add +174.2% 6,657 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Add +44.5% 6,645 $1.1M
Guinness Asset Management LTD 0.02% Add +28.1% 6,342 $1.1M
North Dakota State Investment Board 0.04% — 6,625 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.01% New 6,582 $1.1M
Tidal Investments LLC 0.00% Add +272.9% 6,493 $1.0M
Parallax Volatility Advisers, L.P. 0.04% New 6,459 $1.0M
Gardner Lewis Asset Management L P 0.26% Add +14.0% 6,375 $1.0M
Farther Finance Advisors, LLC 0.01% Add +8.5% 6,306 $1.0M
Engineers Gate Manager LP 0.01% Reduce -89.6% 6,274 $1.0M
LuminArx Capital Management LP 1.48% — 20,000 $1.0M
Avestar Capital, LLC 0.07% Add +5.0% 6,207 $1.0M
Generali Asset Management SPA SGR 0.02% Reduce -56.0% 6,202 $1.0M
Dudley Capital Management, LLC 0.44% No change 6,200 $1.0M
Sequoia Financial Advisors, LLC 0.01% Add +56.7% 6,171 $997K
OMERS ADMINISTRATION Corp 0.01% No change 6,120 $989K
Integrated Wealth Concepts LLC 0.01% Reduce -27.6% 6,108 $987K
Vise Technologies, Inc. 0.02% Add +0.4% 6,023 $974K
Tower Research Capital LLC (TRC) 0.02% Reduce -41.8% 6,023 $973K
DAVENPORT & Co LLC 0.01% Reduce -5.1% 5,900 $954K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% New 5,856 $947K
Oppenheimer Asset Management Inc. 0.01% Reduce -2.4% 5,781 $934K
Relyea Zuckerberg Hanson LLC 0.09% Add +0.3% 5,779 $934K
Vontobel Holding Ltd. 0.00% Add +26.6% 5,737 $927K
Portside Wealth Group, LLC 0.13% Reduce -24.0% 5,714 $924K
Cwm, LLC 0.00% Add +13.1% 5,630 $910K
Securian Asset Management, Inc. 0.03% New 5,601 $905K
Mufg Securities Americas Inc. 0.06% New 5,550 $897K
Hantz Financial Services, Inc. 0.01% Reduce -9.2% 5,516 $892K
Squarepoint Ops LLC 0.00% Reduce -90.0% 5,490 $887K
Mercer Global Advisors Inc. 0.00% Add +16.1% 5,481 $886K
Mutual Advisors, LLC 0.02% Reduce -3.8% 5,458 $882K
Northwest & Ethical Investments L.P. 0.02% Add +20.4% 5,370 $877K
Nomura Holdings Inc. 0.00% New 5,398 $872K
TD Private Client Wealth LLC 0.02% Reduce -11.4% 5,375 $869K
Capula Management Ltd 0.01% New 5,293 $856K
Third View Private Wealth, LLC 0.11% — 5,281 $854K
Principal Securities, Inc. 0.01% Reduce -0.9% 5,263 $851K
Jump Financial, LLC 0.01% Add +53.1% 5,258 $850K
Harbor Investment Advisory, LLC 0.06% Add +2.6% 5,148 $832K
ArrowMark Colorado Holdings LLC 0.02% No change 5,039 $814K
TritonPoint Partners, LLC 0.43% — 5,019 $811K
Canada Post Corp Registered Pension Plan 0.03% New 5,000 $808K
Kentucky Retirement Systems Insurance Trust Fund 0.05% No change 4,952 $800K
Spire Wealth Management 0.03% Add +40.7% 4,835 $782K
Genesee Capital Advisors, LLC 0.31% Reduce -24.4% 4,822 $779K
Wealth Alliance, LLC 0.08% Add +7.2% 4,804 $776K
Bessemer Group Inc. 0.00% Add +31.1% 4,788 $774K
Vestmark Advisory Solutions, Inc. 0.01% Add +47.1% 4,760 $769K
Longfellow Investment Management Co. LLC 0.17% Add +32.1% 4,747 $767K
Belpointe Asset Management LLC 0.03% Reduce -5.8% 4,637 $749K
Global Retirement Partners, LLC 0.01% Add +274.6% 4,596 $743K
Keybank National Association 0.00% Add +9.1% 4,581 $740K
Advent International, L.P. 0.02% Reduce -87.7% 4,535 $733K
Nisa Investment Advisors, LLC 0.00% Add +271.0% 4,526 $732K
Frank, Rimerman Advisors LLC 0.05% Add +0.9% 4,526 $732K
Ostrum Asset Management 0.03% Add +3.2% 4,500 $727K
Eagle Global Advisors LLC 0.03% No change 4,500 $727K
Zhang Financial LLC 0.03% Add +48.2% 4,497 $727K
Atticus Wealth Management, LLC 0.18% Add +0.3% 4,489 $726K
Joel Isaacson & Co., LLC 0.02% Add +0.6% 4,480 $724K
Odyssean, LLC 0.52% — 4,480 $724K
Argos Wealth Advisors, LLC 0.19% — 4,457 $720K
Advisor OS, LLC 0.06% Reduce -5.1% 4,429 $716K
Horizon Investments, LLC 0.01% New 4,422 $715K
J.Safra Asset Management Corp 0.04% Add +22.7% 4,412 $713K
Bridges Investment Management Inc. 0.01% Add +37.0% 4,409 $713K
Beacon Investment Advisory Services, Inc. 0.03% No change 4,375 $707K
Ascentis Independent Advisors 0.11% Reduce -10.2% 4,368 $706K
Jackson Square Capital, LLC 0.14% Reduce -4.9% 4,360 $705K
Fifth Third Wealth Advisors LLC 0.02% Add +27.6% 4,360 $705K
Strategic Blueprint, LLC 0.04% Add +1.0% 4,283 $692K
Tema ETFs LLC 0.05% New 4,272 $690K
Equitable Holdings, Inc. 0.00% Reduce -15.2% 4,255 $688K
Norden Group LLC 0.07% Reduce -3.8% 4,246 $686K
Harbor Capital Advisors, Inc. 0.05% Reduce -0.2% 4,023 $650K
Brooklyn Investment Group 0.03% Add +166.8% 3,812 $644K
GC Wealth Management RIA, LLC 0.02% Add +139.5% 3,849 $622K
Americana Partners, LLC 0.02% Reduce -9.6% 3,846 $622K
CoreFirst Bank & Trust 0.34% No change 3,845 $621K
Kwmg, LLC 0.05% Reduce -1.3% 3,842 $621K
Dorsey & Whitney Trust CO LLC 0.03% Add +1.0% 3,836 $620K
Personal Cfo Solutions, LLC 0.10% Add +0.2% 3,798 $614K
Verition Fund Management LLC 0.00% Reduce -83.0% 3,736 $604K
TrinityBridge Ltd 0.01% No change 3,730 $603K
Aries Wealth Management 0.13% Reduce -1.9% 3,726 $602K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +92.1% 3,679 $595K
Coldstream Capital Management Inc. 0.01% Add +80.2% 3,656 $591K
GTS Securities LLC 0.02% Add +94.6% 3,655 $591K
Baird Financial Group, Inc. 0.00% Reduce -1.2% 3,643 $589K
Hamilton Capital Partners Inc. 0.02% Reduce -22.7% 3,618 $585K
Agf Management Ltd. 0.00% No change 3,600 $582K
Ieq Capital, LLC 0.00% Reduce -1.2% 3,598 $582K
Guggenheim Capital LLC 0.00% New 3,591 $580K
Bryn Mawr Trust Advisors, LLC 0.03% Add +0.4% 3,517 $568K
Private Advisor Group, LLC 0.00% Reduce -6.7% 3,510 $567K
KTF Investments, LLC 0.09% — 3,500 $566K
World Investment Advisors 0.01% Add +1.0% 3,472 $561K
Callan Family Office, LLC 0.01% Add +67.8% 3,446 $557K
Clearstead Advisors, LLC 0.01% Add +26.0% 3,418 $552K
Sage Advisors, LLC 0.36% Add +5.2% 3,360 $543K
Pinnacle Associates Ltd. 0.01% Add +36.7% 3,326 $538K
Axxcess Wealth Management, LLC 0.01% Reduce -4.0% 3,314 $536K
Stone Summit Wealth LLC 0.14% No change 3,275 $529K
Meeder Advisory Services, Inc. 0.02% Add +51.7% 3,274 $529K
Glenview Trust Co 0.01% Reduce -53.0% 3,198 $517K
QRG Capital Management, Inc. 0.01% Add +14.3% 3,124 $505K
Dynamic Technology Lab Private Ltd 0.11% Reduce -83.2% 3,120 $504K
Summit Trail Advisors, LLC 0.01% Reduce -24.1% 3,102 $501K
Fulton Bank, N.A. 0.02% Reduce -0.5% 3,089 $499K
DRW Securities, LLC 0.04% New 3,074 $497K
Cynosure Group, LLC 0.05% Add +9.5% 3,044 $492K
Siemens Fonds Invest GmbH 0.03% No change 3,008 $491K
Signaturefd, LLC 0.01% Add +0.0% 3,030 $490K
PAX Financial Group, LLC 0.08% Reduce -0.6% 3,016 $488K
Baker Tilly Wealth Management, LLC 0.12% Add +4.6% 3,013 $487K
Premier Path Wealth Partners, LLC 0.06% Reduce -1.6% 3,005 $486K
TrueMark Investments, LLC 0.09% New 3,004 $486K
Walleye Capital LLC 0.00% Reduce -66.3% 2,973 $481K
Gotham Asset Management 0.00% New 2,971 $480K
Certior Financial Group, LLC 0.32% Add +6.8% 2,949 $477K
Wealthspire Advisors, LLC 0.00% Add +24.2% 2,909 $470K
Wbi Investments, LLC 0.12% New 2,907 $470K
Leo Wealth, LLC 0.03% Reduce -1.9% 2,772 $448K
Gilbert & Cook, Inc. 0.06% Add +8.5% 2,769 $448K
Balefire, LLC 0.09% Add +15.7% 2,735 $442K
Reliant Investment Partners, LLC 0.34% No change 2,703 $437K
Bayforest Capital Ltd 0.33% Add +84.1% 2,702 $437K
Brookwood Investment Group LLC 0.05% No change 2,667 $431K
U.S. Capital Wealth Advisors, LLC 0.01% Add +3.2% 2,666 $431K
Evolve Private Wealth, LLC 0.03% — 2,664 $431K
Klingman & Associates, LLC 0.02% Add +0.7% 2,614 $423K
MJP Associates Inc. 0.05% Reduce -6.1% 2,587 $418K
Banque Cantonale Vaudoise 0.01% Reduce -51.9% 2,582 $417K
Larson Financial Group LLC 0.01% Add +1.3% 2,530 $409K
Rathbones Group PLC 0.00% No change 2,517 $407K
Summit Financial, LLC 0.01% Add +2.4% 2,516 $407K
Cloud Capital Management, LLC 0.19% Reduce -1.4% 2,512 $406K
Trueblood Wealth Management, LLC 0.16% Reduce -8.1% 2,510 $406K
Indivisible Partners 0.04% — 2,506 $405K
Mount Lucas Management LP 0.18% Reduce -1.3% 2,500 $404K
Shay Capital LLC 0.07% New 2,500 $404K
One68 Global Capital, LLC 4.76% New 2,500 $404K
Whittier Trust Co. 0.00% Reduce -3.6% 2,274 $400K
Obermeyer Wealth Partners 0.02% No change 2,453 $396K
Quadrant Capital Group LLC 0.01% Add +7.6% 2,427 $392K
AlphaGrep UK Ltd 0.13% — 2,401 $388K
AlTi Global, Inc. 0.01% Reduce -0.8% 2,398 $388K
Quotient Wealth Partners, LLC 0.01% Reduce -3.8% 2,381 $385K
Stevens Capital Management LP 0.13% New 2,290 $370K
Intech Investment Management LLC 0.00% Reduce -48.6% 2,267 $366K
Fiduciary Trust Co 0.00% Add +5.2% 2,262 $366K
Prelude Capital Management, LLC 0.03% New 2,230 $360K
Fiduciary Alliance LLC 0.02% Reduce -32.9% 2,221 $359K
Buttonwood Financial Advisors Inc. 0.12% No change 2,217 $358K
Laird Norton Wetherby Trust Company, LLC 0.01% New 2,197 $355K
Naples Global Advisors, LLC 0.03% Reduce -7.2% 2,188 $354K
Focus Partners Wealth 0.00% New 2,175 $352K
Profund Advisors LLC 0.01% New 2,143 $346K
Independent Financial Group, LLC 0.01% Reduce -34.6% 2,136 $345K
Financial Management Network Inc. 0.05% Reduce -17.2% 2,071 $345K
Capital Asset Advisory Services LLC 0.01% Reduce -5.8% 1,958 $345K
Snowden Capital Advisors LLC 0.01% Add +1.8% 2,128 $344K
Nemes Rush Group LLC 0.03% Add +19.6% 2,126 $344K
Robeco Institutional Asset Management B.V. 0.00% Reduce -25.9% 2,090 $338K
Sagewood Asset Management LP 0.12% — 2,086 $337K
HighPoint Advisor Group LLC 0.01% Add +1.1% 2,085 $337K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.1% 2,080 $336K
Iams Wealth Management, LLC 0.12% Add +37.8% 2,074 $335K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.5% 2,068 $334K
Ameritas Advisory Services, LLC 0.01% New 2,064 $334K
Mather Group, Llc. 0.00% Reduce -3.2% 2,040 $330K
Fulcrum Capital LLC 0.07% No change 2,037 $329K
Wedbush Securities Inc. 0.01% Add +4.2% 2,030 $328K
Whalerock Point Partners, LLC 0.06% No change 2,000 $323K
Quantitative Investment Management, LLC 0.03% New 2,003 $323K
Cura Wealth Advisors, LLC 0.12% New 1,989 $321K
Maridea Wealth Management LLC 0.05% New 1,957 $316K
Fiduciary Family Office, LLC 0.09% Reduce -21.9% 1,956 $316K
Nicolet Advisory Services, LLC 0.02% Reduce -4.1% 1,766 $308K
Cigna Investments Inc. 0.04% No change 1,890 $305K
Victory Financial Group, LLC 0.04% Add +23.4% 1,879 $304K
Ameritas Investment Partners, Inc. 0.01% New 1,870 $302K
Trek Financial, LLC 0.02% No change 1,865 $301K
Hibernia Wealth Partners, LLC 0.09% New 1,831 $296K
Bokf, NA 0.00% Add +342.7% 1,824 $295K
Ossiam 0.01% Add +37.8% 1,822 $294K
Aspen Grove Capital, LLC 0.05% Add +0.6% 1,812 $293K
Compound Planning, Inc. 0.01% Add +1.6% 1,782 $288K
Glenmede Trust Co. NA 0.00% — 1,778 $287K
Beaumont Financial Advisors, LLC 0.02% Reduce -0.1% 1,755 $284K
Smartleaf Asset Management LLC 0.01% Add +3.5% 1,710 $279K
Crossmark Global Holdings, Inc. 0.00% Add +12.4% 1,725 $279K
OpenArc Corporate Advisory, LLC 0.00% — 1,724 $279K
Fiduciary Group, LLC 0.02% Reduce -5.0% 1,715 $277K
Arkadios Wealth Advisors 0.01% Reduce -30.9% 1,703 $275K
First Citizens Bank & Trust Co. 0.01% Reduce -29.0% 1,703 $275K
RMR Wealth Builders 0.02% Reduce -4.2% 1,698 $274K
Blueshift Asset Management, LLC 0.08% Reduce -39.1% 1,676 $271K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.9% 1,667 $269K
Elevation Point Wealth Partners, LLC 0.01% Add +16.8% 1,663 $269K
Albion Financial Group 0.02% No change 1,650 $267K
Pension & Wealth Management Advisors, Inc. 0.08% Add +14.9% 1,639 $265K
Integrated Advisors Network LLC 0.01% Reduce -88.3% 1,634 $264K
Nilsine Partners, LLC 0.02% Add +10.4% 1,619 $262K
Wedmont Private Capital 0.01% Reduce -0.4% 1,513 $258K
MAI Capital Management 0.00% Add +0.3% 1,596 $258K
Insigneo Advisory Services, LLC 0.02% Add +7.6% 1,592 $257K
Boothbay Fund Management, LLC 0.01% Reduce -67.4% 1,589 $257K
Estate Planners Group, LLC 0.11% — 1,581 $256K
FJ Capital Management LLC 0.03% Reduce -81.2% 1,557 $252K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.3% 1,546 $250K
MassMutual Private Wealth & Trust, FSB 0.01% Add +0.7% 1,529 $247K
Marks Group Wealth Management, Inc 0.02% Add +7.3% 1,522 $246K
V-Square Quantitative Management LLC 0.03% New 1,494 $241K
Forum Financial Management, LP 0.00% No change 1,482 $240K
Occidental Asset Management, LLC 0.03% Add +1.5% 1,481 $239K
Texas Yale Capital Corp. 0.01% New 1,478 $239K
Cary Street Partners Investment Advisory LLC 0.06% Add +18.5% 1,464 $237K
Wrenne Financial Planning LLC 0.10% Reduce -0.3% 1,445 $234K
PFG Investments, LLC 0.01% Add +8.3% 1,440 $233K
Sowell Financial Services LLC 0.01% Reduce -1.9% 1,439 $233K
Vision Retirement, LLC 0.06% — 1,426 $230K
Atlantic Union Bankshares Corp 0.00% Add +62.0% 1,421 $230K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +0.6% 1,409 $228K
Icon Wealth Advisors, LLC 0.02% Add +3.0% 1,419 $226K
Merit Financial Group, LLC 0.00% New 1,396 $226K
Livet Wealth, LLC 0.14% — 1,395 $225K
Yarger Wealth Strategies, LLC 0.10% Add +2.4% 1,368 $221K
Sagespring Wealth Partners, LLC 0.00% New 1,339 $216K
Virtue Capital Management, LLC 0.03% Reduce -72.6% 1,297 $216K
Tower Wealth Partners, Inc. 0.12% No change 1,325 $214K
PharVision Advisers, LLC 0.11% New 1,325 $214K
HM Payson & Co. 0.00% Add +1.1% 1,318 $213K
Beverly Hills Private Wealth, LLC 0.04% Reduce -75.5% 1,300 $210K
Founders Financial Securities LLC 0.01% New 1,291 $209K
Gibbs Wealth Management 0.05% Reduce -8.6% 1,177 $207K
Fourpath Capital Management, LLC 0.03% New 1,280 $207K
Patton Fund Management, Inc. 0.03% New 1,278 $207K
StoneX Group Inc. 0.01% Reduce -65.0% 1,269 $205K
Carnegie Investment Counsel 0.00% New 1,269 $205K
Brown Brothers Harriman & Co. 0.00% Add +333.1% 1,230 $199K
Zions Bancorporation, National Association 0.01% Add +4.4% 1,183 $191K
Lanark Financial, Inc. 0.01% Add +1.4% 1,158 $187K
Huntington National Bank 0.00% Add +18.6% 1,139 $184K
Laurel Wealth Advisors LLC 0.02% New 1,133 $183K
Fourth Dimension Wealth, LLC 0.07% New 1,121 $181K
Payden & Rygel 0.01% No change 1,100 $178K
Arax Advisory Partners 0.00% Add +443.5% 1,000 $162K
SBI Securities Co., Ltd. 0.00% Reduce -1.8% 994 $161K
Elevation Wealth Partners, LLC 0.06% Add +0.9% 982 $159K
Investors Portfolio Services LLC 0.13% — 924 $149K
Covestor Ltd 0.08% Add +114.5% 903 $146K
Compagnie Lombard Odier SCmA 0.00% Reduce -3.8% 870 $141K
Los Angeles Capital Management LLC 0.00% New 921 $136K
DV Equities, LLC 0.02% — 796 $129K
Quent Capital, LLC 0.01% Add +9.0% 790 $128K
Canton Hathaway, LLC 0.02% No change 765 $124K
Versant Capital Management, Inc 0.02% Add +2.8% 748 $121K
Cary Street Partners Financial LLC 0.00% Reduce -24.6% 735 $119K
GAMMA Investing LLC 0.01% Add +8.7% 735 $119K
American National Bank & Trust 0.01% Add +27.9% 716 $116K
Harbour Investments, Inc. 0.00% Add +59.4% 682 $110K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -10.9% 610 $107K
Root Financial Partners, LLC 0.01% Add +17.8% 642 $104K
Manchester Capital Management LLC 0.01% Add +356.3% 616 $100K
GW&K Investment Management, LLC 0.00% Add +36.5% 568 $92K
Parkside Financial Bank & Trust 0.01% Reduce -8.3% 567 $92K
Plante Moran Financial Advisors, LLC 0.01% No change 547 $88K
Bangor Savings Bank 0.01% New 544 $88K
Exchange Traded Concepts, LLC 0.00% Add +170.5% 514 $83K
Pinnacle Wealth Planning Services, Inc. 0.01% New 511 $83K
IFP Advisors, Inc 0.00% Reduce -75.8% 511 $83K
Dagco, Inc. 0.02% No change 500 $81K
Avalon Trust Co 0.01% Reduce -15.1% 499 $81K
SageView Advisory Group, LLC 0.00% New 455 $74K
Westpac Banking Corp. 0.00% No change 442 $71K
Leonteq Securities AG 0.00% Reduce -92.1% 435 $70K
Quarry LP 0.01% Add +186.7% 430 $70K
Key Financial Inc 0.01% No change 407 $66K
Loomis Sayles & Co. L P 0.00% Reduce -56.4% 395 $64K
AlphaCentric Advisors LLC 0.06% — 385 $62K
Optiver Holding B.V. 0.00% New 348 $56K
CVA Family Office, LLC 0.01% Reduce -26.4% 331 $54K
Wellington-Altus USA Inc. 0.04% — 322 $52K
FWL Investment Management, LLC 0.01% New 315 $51K
Summit Securities Group LLC 0.01% New 305 $49K
Peck Wealth Management, LLC 0.05% Reduce -50.0% 300 $48K
Johnson Financial Group, Inc. 0.00% Reduce -37.5% 283 $46K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 270 $44K
Elyxium Wealth, LLC 0.01% New 263 $42K
Atlantic Edge Private Wealth Management, LLC 0.01% New 260 $42K
Strategic Wealth Partners, Ltd. 0.00% Reduce -47.4% 258 $42K
Eastern Bank 0.00% Add +1.2% 253 $41K
Hartford Financial Management Inc. 0.01% Add +8.5% 242 $39K
Washington Trust Advisors, Inc. 0.00% Reduce -27.0% 230 $37K
First Horizon Corp. 0.00% Reduce -29.9% 225 $36K
Central Pacific Bank - Trust Division 0.00% New 217 $35K
Bruce G. Allen Investments, LLC 0.02% Reduce -0.9% 209 $34K
Osbon Capital Management LLC 0.03% — 198 $32K
CENTRAL TRUST Co 0.00% No change 192 $31K
CX Institutional 0.00% New 190 $31K
Noble Wealth Management PBC 0.01% No change 180 $29K
Cullen/Frost Bankers, Inc. 0.00% Add +12.5% 180 $29K
Bfsg, LLC 0.00% No change 177 $29K
Crewe Advisors LLC 0.00% No change 175 $28K
Financial Network Wealth Advisors LLC 0.03% Reduce -18.9% 172 $28K
Evelyn Partners Investment Management LLP 0.00% No change 158 $26K
Private Trust Co. NA 0.00% Reduce -56.0% 149 $24K
Salomon & Ludwin, LLC 0.00% No change 137 $24K
Bartlett & Co. Wealth Management LLC 0.00% No change 145 $23K
Valley National Advisers Inc. 0.00% No change 147 $23K
Basecamp Wealth Advisors LLC 0.00% — 139 $22K
Farmers & Merchants Investments Inc. 0.00% New 135 $22K
Cetera Trust Company, N.A 0.01% No change 125 $20K
Trust Co. of Vermont 0.00% No change 115 $19K
Raiffeisen Bank International AG 0.00% No change 111 $18K
Westside Investment Management, Inc. 0.00% Add +12.0% 112 $18K
AdvisorNet Financial, Inc 0.00% Add +7.8% 111 $18K
Rational Advisors, Inc. 0.00% Add +11.1% 110 $18K
Torren Management, LLC 0.01% — 108 $18K
Atwood & Palmer Inc. 0.00% No change 107 $17K
Bell Investment Advisors, Inc 0.00% Add +135.6% 106 $17K
Murphy & Mullick Capital Management Corp 0.01% No change 100 $16K
S&T Bank 0.01% Add +160.5% 99 $16K
TD Waterhouse Canada Inc. 0.00% Reduce -98.9% 99 $16K
Steigerwald, Gordon & Koch Inc. 0.00% New 90 $15K
Elequin Capital, LP 0.00% New 87 $14K
SouthState Bank Corp 0.00% Add +104.8% 86 $14K
BNP Paribas 0.00% No change 85 $14K
Physician Wealth Advisors, Inc. 0.00% Add +431.3% 85 $14K
Kemnay Advisory Services Inc. 0.00% New 82 $13K
TD Capital Management LLC 0.00% No change 80 $13K
JFS Wealth Advisors, LLC 0.00% No change 68 $11K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -41.9% 68 $11K
True Wealth Design, LLC 0.00% Reduce -1.5% 65 $11K
WPG Advisers, LLC 0.01% No change 63 $10K
T. Rowe Price Investment Management, Inc. 0.00% No change 57 $10K
Sound Income Strategies, LLC 0.00% No change 57 $10K
SHP Wealth Management 0.00% — 57 $9K
Rothschild Investment LLC 0.00% Reduce -6.8% 55 $9K
Grove Bank & Trust 0.00% New 54 $9K
1015 Capital Partners, LLC 0.01% — 53 $9K
Wolff Wiese Magana LLC 0.00% No change 51 $8K
Cresta Advisors, Ltd. 0.00% New 51 $8K
Essential Partners LLC 0.00% Add +70.0% 51 $8K
Clearstead Trust, LLC 0.00% Reduce -49.0% 50 $8K
Meeder Asset Management Inc. 0.00% Reduce -7.4% 50 $8K
Avion Wealth 0.00% Reduce -3.6% 54 $8K
Valued Wealth Advisors LLC 0.00% New 45 $7K
Howard Hughes Medical Institute 0.00% New 44 $7K
Kings Path Partners LLC 0.00% No change 44 $7K
ORG Partners LLC 0.00% Add +18.9% 44 $7K
IFC & Insurance Marketing, Inc. 0.01% — 42 $7K
SJS Investment Consulting Inc. 0.00% Add +10.5% 42 $7K
Cornerstone Financial Management LLC 0.01% — 42 $7K
Rossby Financial, LCC 0.00% Add +90.9% 42 $7K
Activest Wealth Management 0.00% Add +5.0% 42 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +5.3% 40 $6K
Capital Advisors, Ltd. LLC 0.00% No change 39 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 36 $6K
UMB Bank, n.a. 0.00% Add +71.4% 36 $6K
MV Capital Management, Inc. 0.00% Reduce -2.8% 35 $6K
Luken Investment Analytics, LLC 0.00% New 33 $5K
Adirondack Trust Co. 0.00% No change 33 $5K
Greenline Wealth Management LLC 0.01% — 33 $5K
Truvestments Capital LLC 0.00% No change 32 $5K
Glen Eagle Advisors, LLC 0.00% New 31 $5K
Bogart Wealth, LLC 0.00% No change 30 $5K
Tucker Asset Management LLC 0.00% New 28 $5K
Sunbelt Securities, Inc. 0.00% No change 28 $5K
Armstrong Advisory Group, Inc. 0.00% No change 27 $4K
Cromwell Holdings LLC 0.00% No change 27 $4K
North Star Investment Management Corp. 0.00% Add +800.0% 27 $4K
United Community Bank 0.00% New 26 $4K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 25 $4K
Brown, Lisle/Cummings, Inc. 0.00% No change 25 $4K
Godsey & Gibb, Inc. 0.00% New 25 $4K
Westfuller Advisors, LLC 0.00% No change 25 $4K
Arlington Trust Co LLC 0.00% No change 24 $4K
Wealth Watch Advisors, INC 0.00% No change 23 $4K
Medallion Wealth Advisors, LLC 0.00% No change 23 $4K
Cornerstone Planning Group LLC 0.00% Reduce -25.0% 24 $4K
Dogwood Wealth Management LLC 0.00% Add +10.0% 22 $4K
Signature Resources Capital Management, LLC 0.00% New 21 $3K
GoalVest Advisory LLC 0.00% New 21 $3K
Signature Equity Partners, LLC 0.00% — 20 $3K
Imprint Wealth LLC 0.02% Reduce -71.4% 20 $3K
Highline Wealth Partners LLC 0.00% No change 20 $3K
Legacy Wealth Managment, LLC 0.00% New 19 $3K
Keating Financial Advisory Services, Inc. 0.00% — 18 $3K
CoreCap Advisors, LLC 0.00% Reduce -56.4% 17 $3K
Fortitude Family Office, LLC 0.00% Reduce -30.0% 14 $2K
High Note Wealth, LLC 0.00% Add +600.0% 14 $2K
Bellevue Asset Management, LLC 0.00% Add +7.7% 14 $2K
Bay Harbor Wealth Management, LLC 0.00% Add +40.0% 14 $2K
Transamerica Financial Advisors, LLC 0.00% Add +333.3% 13 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $2K
Turning Point Benefit Group, Inc. 0.00% Add +225.0% 13 $2K
Lodestone Wealth Management LLC 0.00% New 13 $2K
Cape Investment Advisory, Inc. 0.00% Add +160.0% 13 $2K
Penserra Capital Management LLC 0.00% Add +50.0% 18 $2K
Sunrise Financial Services, LLC 0.00% — 12 $2K
Raffa Wealth Management, LLC 0.00% No change 12 $2K
Greykasell Wealth Strategies, Inc. 0.00% No change 11 $2K
Principia Wealth Advisory, LLC 0.00% Add +175.0% 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
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $1K
Hughes Financial Services, LLC 0.00% No change 8 $1K
AlphaQuest LLC 0.00% Reduce -72.4% 8 $1K
Private Wealth Management Group, LLC 0.00% No change 7 $1K
Wilkerson Advisory Group LLC 0.00% — 7 $1K
WestEnd Advisors, LLC 0.00% New 7 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 9 $1K
Rialto Wealth Management, LLC 0.00% No change 6 $970
American Capital Advisory, LLC 0.00% Add +66.7% 5 $809
Acumen Wealth Advisors, LLC 0.00% — 5 $809
Nvwm, LLC 0.00% New 5 $808
Bare Financial Services, Inc 0.00% Reduce -66.7% 5 $808
Creative Financial Designs Inc. 0.00% No change 5 $808
Alerus Financial NA 0.00% No change 5 $808
Trust Co 0.00% New 4 $647
Fideuram Asset Management (Ireland) dac 0.00% — 3 $497
Quaker Wealth Management, LLC 0.00% Add +200.0% 3 $485
Breakwater Investment Management 0.00% New 3 $485
Marquette Asset Management, LLC 0.00% Reduce -82.3% 3 $485
DecisionPoint Financial, LLC 0.00% No change 3 $485
Seneschal Advisors, LLC 0.00% No change 2 $324
HFM Investment Advisors, LLC 0.00% No change 2 $324
Rakuten Securities, Inc. 0.00% Reduce -97.4% 2 $323
Private Wealth Asset Management, LLC 0.00% No change 2 $323
Prosperity Bancshares Inc 0.00% — 1 $162
Sachetta, LLC 0.00% Reduce -90.9% 1 $162
Optima Capital LLC 0.00% New 1 $162
DV Trading LLC 0.00% — 1 $162

"% 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.