Ares Management Corp. Class AARES
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 809 institutions reported holding Ares Management Corp. Class A (ARES) in their 13F filings, up 9 from Q1 2026. 118 opened new positions and 109 sold out. The largest holders were BlackRock, Inc. ($1.9B), Vanguard Capital Management LLC ($1.5B) and Sumitomo Mitsui Financial Group, Inc. ($1.5B). 8 famous investors held it, including Dan Loeb (0.9% of Third Point's portfolio), George Soros (0.1% of Soros Fund Management's portfolio) and Steve Cohen (0.0% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $734.3M |
| Exits | 109 | $238.2M |
All 13F filers, Q1 2026 → Q2 2026: 28,478,084 shares bought and 18,087,882 shares sold, net +10,390,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 809 holders
| BlackRock, Inc. | 0.03% | Add +4.4% | 16,882,527 | $1.9B |
| Vanguard Capital Management LLC | 0.03% | Add +1.9% | 13,750,238 | $1.5B |
| Sumitomo Mitsui Financial Group, Inc. | 28.39% | No change | 13,364,740 | $1.5B |
| Bank of America Corp. | 0.09% | Add +182.5% | 11,855,596 | $1.3B |
| Vanguard Portfolio Management LLC | 0.05% | Add +1.2% | 10,924,590 | $1.2B |
| Capital World Investors | 0.14% | Reduce -9.7% | 10,644,025 | $1.2B |
| Wellington Management Group LLP | 0.18% | Reduce -14.7% | 9,526,077 | $1.1B |
| State Street Corp. | 0.03% | Add +4.3% | 8,978,721 | $999.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +13.2% | 6,748,327 | $751.2M |
| Canada Pension Plan Investment Board | 0.41% | Reduce -12.7% | 6,649,728 | $740.2M |
| Geode Capital Management, LLC | 0.03% | Add +3.9% | 5,843,445 | $647.9M |
| JPMorgan Chase & Co. | 0.03% | Add +19.2% | 5,392,155 | $580.2M |
| Franklin Resources Inc. | 0.12% | Reduce -7.3% | 4,747,665 | $528.5M |
| Principal Financial Group Inc. | 0.22% | Add +0.8% | 4,040,482 | $449.7M |
| Morgan Stanley | 0.02% | Add +37.5% | 3,881,619 | $432.1M |
| Capital International Investors | 0.07% | Reduce -6.4% | 2,861,215 | $318.5M |
| T. Rowe Price Investment Management, Inc. | 0.21% | New | 2,822,145 | $314.1M |
| UBS Group AG | 0.05% | Add +86.0% | 2,636,093 | $293.4M |
| Norges Bank | 0.03% | — | 2,444,674 | $272.1M |
| FMR LLC | 0.01% | Add +72.2% | 2,357,236 | $262.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +18.2% | 2,338,467 | $260.3M |
| Massachusetts Financial Services Co. | 0.08% | Reduce -43.7% | 2,166,904 | $241.5M |
| LRI Investments, LLC | 18.52% | Reduce -0.3% | 2,335,268 | $230.9M |
| Invesco Ltd. | 0.02% | Reduce -11.4% | 1,981,808 | $220.6M |
| Northern Trust Corp. | 0.03% | Add +3.5% | 1,959,529 | $218.1M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -6.0% | 1,950,681 | $217.1M |
| Vulcan Value Partners, LLC | 6.45% | Add +12.5% | 1,902,580 | $211.8M |
| M&G PLC | 0.94% | Add +5.5% | 1,634,051 | $181.4M |
| Brown Advisory Inc. | 0.28% | Reduce -16.7% | 1,625,481 | $180.9M |
| Clearbridge Investments, LLC | 0.14% | Add +15.8% | 1,496,513 | $166.6M |
| Jupiter Topco LLC | 0.07% | — | 1,473,100 | $164.0M |
| Curated Wealth Partners LLC | 18.96% | Add +0.1% | 1,470,108 | $163.6M |
| Boston Partners | 0.13% | Add +32.1% | 1,356,720 | $151.1M |
| Raymond James Financial Inc. | 0.04% | Reduce -8.5% | 1,232,562 | $137.2M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +1.8% | 1,208,883 | $134.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +13.7% | 1,148,389 | $127.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.0% | 1,109,100 | $123.5M |
| Bessemer Group Inc. | 0.17% | Add +26499.0% | 1,105,985 | $123.1M |
| Deutsche Bank AG | 0.03% | Add +15.8% | 1,060,479 | $118.0M |
| Legal & General Group Plc | 0.02% | Reduce -4.5% | 1,059,958 | $118.0M |
| Citigroup Inc. | 0.05% | Add +24.3% | 988,889 | $110.1M |
| Hamlin Capital Management, LLC | 2.40% | Add +1.5% | 959,634 | $106.8M |
| Westfield Capital Management Co. LP | 0.35% | Reduce -39.5% | 952,032 | $106.0M |
| American Century Companies Inc. | 0.04% | Add +66.0% | 906,036 | $100.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -6.9% | 856,458 | $95.3M |
| Quilter Plc | 1.40% | Reduce -6.5% | 833,075 | $92.7M |
| RDST Capital LLC | 7.29% | Add +146.5% | 791,316 | $88.1M |
| Truist Financial Corp. | 0.10% | Add +3.9% | 737,843 | $82.1M |
| Cat Rock Capital Management LP | 17.15% | Add +12.9% | 664,000 | $73.9M |
| Peregrine Capital Management LLC | 2.10% | Reduce -0.8% | 579,930 | $64.6M |
| Royal Bank of Canada | 0.01% | Reduce -5.4% | 571,975 | $63.7M |
| Wells Fargo & Company | 0.01% | Add +3.4% | 565,082 | $62.9M |
| Nuveen, LLC | 0.01% | Reduce -77.4% | 548,225 | $61.0M |
| Partners Group Holding AG | 4.07% | Add +4.0% | 536,811 | $59.8M |
| Barclays PLC | 0.02% | Reduce -23.4% | 518,803 | $57.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +6.4% | 514,924 | $57.3M |
| BNP Paribas Financial Markets | 0.03% | Add +11.3% | 510,274 | $56.8M |
| Amundi | 0.01% | Add +1.4% | 505,375 | $56.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.9% | 500,474 | $55.7M |
| BCV Asset Management Inc. | 1.66% | New | 509,283 | $54.9M |
| Vanguard Global Advisers, LLC | 0.02% | Add +0.9% | 453,958 | $50.5M |
| Advent International, L.P. | 0.28% | Add +3.9% | 445,570 | $49.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -3.6% | 444,650 | $49.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | Add +15.3% | 437,927 | $48.7M |
| Corient Private Wealth LP | 0.07% | Add +36.2% | 435,078 | $48.4M |
| First Trust Advisors LP | 0.03% | Add +846.8% | 432,451 | $48.1M |
| Neuberger Berman Group LLC | 0.03% | Add +220.3% | 408,864 | $45.5M |
| Munich Reinsurance Co Stock Corp in Munich | 0.99% | Reduce -0.8% | 406,937 | $45.3M |
| HSBC Holdings PLC | 0.02% | Add +10.6% | 408,197 | $45.2M |
| Rhumbline Advisers | 0.03% | Reduce -2.0% | 393,846 | $43.8M |
| Third Point | 0.92% | New | 375,000 | $41.7M |
| Cincinnati Insurance Co. | 0.59% | No change | 370,672 | $41.3M |
| National Pension Service | 0.03% | Add +18.6% | 367,433 | $40.9M |
| Millennium Management | 0.03% | Reduce -69.0% | 362,969 | $40.4M |
| National Bank of Canada | 0.04% | Add +35.4% | 361,787 | $40.3M |
| Junto Capital Management LP | 0.74% | New | 360,113 | $40.1M |
| Cincinnati Financial Corp. | 0.75% | No change | 353,154 | $39.3M |
| Estuary Capital Management LP | 6.56% | Add +5.7% | 347,115 | $38.6M |
| Samlyn Capital, LLC | 0.59% | New | 317,766 | $35.4M |
| California State Teachers Retirement System | 0.03% | Reduce -1.4% | 301,496 | $33.6M |
| California Public Employees Retirement System | 0.02% | Add +1.2% | 282,654 | $31.5M |
| Point72 Asset Management | 0.05% | Reduce -78.5% | 277,646 | $30.9M |
| CIBC Bancorp USA Inc. | 0.04% | Reduce -9.0% | 269,345 | $30.0M |
| Alliancebernstein L.P. | 0.01% | Add +15.4% | 271,259 | $29.6M |
| AQR Capital Management | 0.01% | Add +19.4% | 258,120 | $28.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +17.1% | 255,980 | $28.5M |
| Jefferies Financial Group Inc. | 0.26% | Add +5.3% | 251,700 | $28.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -6.0% | 250,118 | $27.8M |
| Saba Capital Management, L.P. | 0.86% | Add +3.6% | 249,745 | $27.8M |
| Federated Hermes, Inc. | 0.04% | Add +15.1% | 243,637 | $27.1M |
| Owl Creek Asset Management, L.P. | 2.17% | New | 220,118 | $24.5M |
| Sei Investments Co. | 0.02% | Reduce -1.4% | 217,322 | $24.2M |
| GW&K Investment Management, LLC | 0.19% | Add +84.1% | 217,082 | $24.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.17% | Add +21.2% | 215,915 | $24.0M |
| Marsico Capital Management LLC | 0.60% | New | 207,817 | $23.1M |
| Nomura Asset Management International Inc. | 0.03% | Reduce -3.6% | 206,218 | $23.0M |
| Stifel Financial Corp. | 0.02% | Reduce -3.0% | 199,400 | $22.2M |
| Blue Whale Capital LLP | 0.69% | Add +4.5% | 194,657 | $21.7M |
| Bruni J V & Co. | 1.91% | New | 188,248 | $21.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -51.5% | 181,100 | $20.2M |
| Trillium Asset Management, LLC | 0.62% | Add +0.5% | 180,310 | $20.1M |
| Aviva PLC | 0.03% | Add +10.4% | 178,955 | $19.9M |
| Bank of Montreal | 0.01% | Add +45.9% | 174,409 | $19.4M |
| Holocene Advisors, LP | 0.04% | New | 169,164 | $18.8M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.1% | 166,701 | $18.6M |
| FIL Ltd | 0.01% | Add +0.3% | 162,874 | $18.1M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -0.5% | 158,218 | $17.6M |
| Macquarie Group Ltd. | 0.08% | Add +774.4% | 156,228 | $17.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.9% | 150,914 | $16.8M |
| Van Eck Associates Corp. | 0.01% | Add +57.6% | 149,756 | $16.7M |
| Quantinno Capital Management LP | 0.02% | Add +34.1% | 145,866 | $16.2M |
| Ancora Advisors LLC | 0.31% | Add +17.3% | 143,244 | $15.9M |
| Beck Mack & Oliver LLC | 0.30% | Add +18.8% | 139,649 | $15.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +11.9% | 136,009 | $15.1M |
| Lido Advisors, LLC | 0.05% | Add +1595.9% | 135,505 | $15.1M |
| Aberdeen Group plc | 0.02% | Add +12.3% | 135,459 | $15.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -57.6% | 134,958 | $15.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -0.9% | 132,783 | $14.8M |
| Schonfeld Strategic Advisors LLC | 0.08% | Add +992.9% | 131,632 | $14.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.2% | 130,095 | $14.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +103.2% | 130,769 | $14.5M |
| Select Equity Group, L.P. | 0.08% | Reduce -12.5% | 128,741 | $14.3M |
| LPL Financial LLC | 0.00% | Reduce -13.9% | 128,012 | $14.2M |
| APG Asset Management N.V. | 0.03% | Add +39.0% | 143,322 | $14.0M |
| Generate Investment Management Ltd | 0.57% | New | 125,000 | $13.9M |
| New York State Teachers Retirement System | 0.03% | No change | 121,536 | $13.5M |
| Portland Investment Counsel Inc. | 3.77% | No change | 121,074 | $13.5M |
| Ensign Peak Advisors, Inc | 0.02% | Add +333.4% | 115,692 | $12.9M |
| DNB Asset Management AS | 0.04% | Reduce -0.1% | 113,467 | $12.6M |
| Longaeva Partners L.P. | 0.36% | Add +3576.1% | 113,039 | $12.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -25.8% | 112,807 | $12.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.5% | 111,926 | $12.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -46.9% | 107,929 | $12.0M |
| Melqart Asset Management (UK) Ltd | 1.14% | New | 107,896 | $12.0M |
| XTX Topco Ltd | 0.15% | New | 107,035 | $11.9M |
| Vanguard Investments Australia, Ltd. | 0.03% | Add +0.1% | 106,746 | $11.9M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -19.4% | 106,313 | $11.8M |
| Evergreen Capital Management LLC | 0.20% | New | 104,918 | $11.7M |
| Dearborn Partners LLC | 0.64% | Add +0.5% | 102,275 | $11.4M |
| Chevy Chase Trust Holdings, LLC | 0.03% | Add +0.5% | 102,026 | $11.4M |
| Credit Agricole S A | 0.03% | Add +179.6% | 101,707 | $11.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +6.5% | 100,279 | $11.2M |
| Caz Investments LP | 5.29% | New | 100,000 | $11.1M |
| Copeland Capital Management, LLC | 0.22% | Add +12.3% | 97,885 | $10.9M |
| Silvant Capital Management LLC | 0.32% | Add +43.6% | 97,322 | $10.8M |
| Danske Bank A/S | 0.02% | Reduce -1.9% | 96,757 | $10.8M |
| Saraza Management, LP | 4.46% | Add +59.8% | 95,800 | $10.7M |
| New York State Common Retirement Fund | 0.01% | Add +1.2% | 95,448 | $10.6M |
| Benjamin Edwards Inc. | 0.10% | Add +9.2% | 95,399 | $10.6M |
| Prudential Financial Inc. | 0.01% | Reduce -0.6% | 94,085 | $10.5M |
| Blair William & Co. | 0.03% | Reduce -8.2% | 92,893 | $10.3M |
| 1832 Asset Management L.P. | 0.01% | Reduce -64.5% | 91,403 | $10.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +0.2% | 91,242 | $10.2M |
| Citadel Advisors | 0.01% | Reduce -95.6% | 90,970 | $10.1M |
| Cortland Associates Inc. | 1.45% | New | 90,028 | $10.0M |
| Korea Investment CORP | 0.02% | Add +245.7% | 89,881 | $10.0M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -5.1% | 88,761 | $9.9M |
| Nomura Holdings Inc. | 0.04% | Add +1530.4% | 87,749 | $9.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +0.4% | 87,091 | $9.7M |
| Northern Right Capital Management, L.P. | 2.80% | Reduce -13.6% | 84,903 | $9.5M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.1% | 83,826 | $9.3M |
| KLP Kapitalforvaltning As | 0.03% | Add +7.9% | 83,600 | $9.3M |
| Tokio Marine Asset Management Co. Ltd. | 0.29% | Add +730.4% | 82,960 | $9.2M |
| TD Asset Management Inc | 0.01% | Reduce -1.1% | 82,438 | $9.2M |
| Whittier Trust Co. | 0.09% | Reduce -0.2% | 74,787 | $9.1M |
| Crawford Investment Counsel Inc. | 0.15% | Add +6.7% | 81,569 | $9.1M |
| Stephens Inc. | 0.10% | Add +50.4% | 81,513 | $9.1M |
| Vident Advisory, LLC | 0.07% | Reduce -2.6% | 78,533 | $8.7M |
| Fred Alger Management, LLC | 0.03% | Add +351.7% | 76,790 | $8.5M |
| Prana Capital Management, LP | 0.26% | Add +169.8% | 76,647 | $8.5M |
| Guardian Point Capital, LP | 2.57% | No change | 75,000 | $8.3M |
| Cerity Partners LLC | 0.01% | Add +14.1% | 73,640 | $8.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.6% | 73,462 | $8.2M |
| State of Tennessee, Department of Treasury | 0.02% | Add +16.6% | 72,263 | $8.0M |
| Toronto Dominion Bank | 0.01% | Reduce -15.3% | 71,223 | $7.9M |
| Philadelphia Financial Management of San Francisco, LLC | 2.15% | New | 70,500 | $7.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -4.9% | 69,234 | $7.7M |
| Parallax Volatility Advisers, L.P. | 0.35% | Add +67.4% | 68,797 | $7.7M |
| Knightsbridge Asset Management, LLC | 1.01% | Reduce -0.3% | 68,409 | $7.6M |
| Exchange Traded Concepts, LLC | 0.04% | Add +892.4% | 66,919 | $7.4M |
| Engineers Gate Manager LP | 0.10% | Add +23.8% | 66,486 | $7.4M |
| Rafferty Asset Management, LLC | 0.02% | Add +25.6% | 66,044 | $7.4M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | Reduce -5.1% | 65,182 | $7.3M |
| Cetera Investment Advisers | 0.01% | Reduce -9.6% | 64,588 | $7.2M |
| Capital Investment Counsel, LLC | 0.89% | Add +2.9% | 64,487 | $7.2M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -6.9% | 61,865 | $6.8M |
| Interval Partners, LP | 0.22% | New | 61,270 | $6.8M |
| Weiss Asset Management LP | 0.12% | New | 60,998 | $6.8M |
| Nykredit A/S | 0.03% | — | 60,447 | $6.7M |
| Public Sector Pension Investment Board | 0.02% | Add +2.7% | 60,223 | $6.7M |
| Arizona State Retirement System | 0.03% | Add +2.1% | 60,169 | $6.7M |
| Czech National Bank | 0.04% | Add +7.0% | 60,038 | $6.7M |
| Osprey Private Wealth LLC | 1.71% | Reduce -0.3% | 59,380 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +12.4% | 58,234 | $6.5M |
| STRS Ohio | 0.02% | Reduce -0.1% | 56,838 | $6.3M |
| Public Employees Retirement System of Ohio | 0.02% | Add +2.4% | 56,104 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 55,849 | $6.2M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.0% | 55,751 | $6.2M |
| Fifth Third Bancorp | 0.01% | Add +14.1% | 55,486 | $6.2M |
| Capital International, Inc. | 0.04% | Reduce -0.5% | 55,267 | $6.2M |
| Xponance LLC | 0.04% | Add +1.5% | 55,054 | $6.1M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.03% | Add +6.0% | 54,700 | $6.1M |
| Soros Fund Management | 0.11% | Reduce -72.4% | 54,026 | $6.0M |
| State of Michigan Retirement System | 0.03% | Add +0.4% | 54,000 | $6.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +12.2% | 53,717 | $6.0M |
| Hudson Bay Capital Management LP | 0.03% | New | 53,275 | $5.9M |
| Bank of Nova Scotia | 0.01% | Reduce -33.1% | 53,149 | $5.9M |
| IFM Investors Pty Ltd | 0.04% | Add +9.4% | 52,883 | $5.9M |
| Equitable Trust Co. | 0.25% | Add +65.2% | 52,849 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.9% | 51,853 | $5.8M |
| Pallas Capital Advisors LLC | 0.18% | Add +6.1% | 51,595 | $5.7M |
| Nordea Investment Management AB | 0.00% | Add +2.0% | 51,586 | $5.7M |
| Assetmark, Inc. | 0.01% | Add +39.4% | 51,178 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.5% | 50,933 | $5.7M |
| ProShare Advisors LLC | 0.01% | Add +20.6% | 50,278 | $5.6M |
| CIBC Asset Management Inc | 0.01% | Add +1.3% | 50,127 | $5.6M |
| Creative Planning | 0.00% | Add +33.3% | 49,213 | $5.5M |
| Rheos Capital Works Inc. | 0.30% | New | 47,000 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -2.9% | 46,588 | $5.2M |
| SEB Asset Management AB | 0.02% | Add +5.4% | 46,207 | $5.1M |
| Swiss Life Asset Management Ltd | 0.02% | Add +57.4% | 46,058 | $5.1M |
| Abc Arbitrage SA | 0.55% | New | 45,693 | $5.1M |
| Cincinnati Specialty Underwriters Insurance CO | 1.12% | No change | 45,315 | $5.0M |
| Zurich Insurance Group Ltd | 0.03% | Reduce -70.1% | 45,030 | $5.0M |
| Voya Investment Management LLC | 0.00% | Add +1.3% | 44,595 | $5.0M |
| Granite Bay Wealth Management, LLC | 0.46% | Reduce -0.6% | 44,549 | $5.0M |
| Retirement Systems of Alabama | 0.01% | Add +1.3% | 44,309 | $4.9M |
| Pathstone Holdings, LLC | 0.01% | Add +11.6% | 43,816 | $4.9M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 44,740 | $4.9M |
| National Philanthropic Trust | 0.07% | No change | 43,228 | $4.8M |
| Cibc World Market Inc. | 0.01% | Add +49.5% | 42,108 | $4.7M |
| Kingsview Wealth Management, LLC | 0.06% | Add +58.8% | 41,769 | $4.6M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Add +1.0% | 38,069 | $4.6M |
| TCW Group Inc. | 0.03% | Add +52.6% | 41,176 | $4.6M |
| Amalgamated Bank | 0.03% | Reduce -2.5% | 41,092 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +19.2% | 37,409 | $4.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -6.8% | 40,640 | $4.5M |
| Woodline Partners LP | 0.01% | Add +750.7% | 40,628 | $4.5M |
| Chicago Partners Investment Group LLC | 0.09% | Add +14.6% | 35,802 | $4.3M |
| Rothschild Wealth LLC | 0.35% | Add +0.9% | 38,973 | $4.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.4% | 38,092 | $4.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -34.3% | 37,807 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -16.9% | 37,069 | $4.1M |
| Kornitzer Capital Management Inc. | 0.09% | New | 36,904 | $4.1M |
| Natixis Advisors, LLC | 0.00% | Add +34.1% | 36,681 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 37,383 | $4.1M |
| Swedbank AB | 0.00% | Add +235.2% | 36,412 | $4.1M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.06% | Reduce -48.6% | 35,793 | $4.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.22% | Reduce -2.8% | 34,710 | $3.9M |
| Coastal Bridge Advisors, LLC | 0.24% | Reduce -3.9% | 34,460 | $3.8M |
| Mn Services Vermogensbeheer B.V. | 0.03% | Add +4.9% | 34,000 | $3.8M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +50.9% | 33,909 | $3.8M |
| Rakuten Investment Management, Inc. | 0.01% | Add +10.7% | 34,438 | $3.7M |
| NEOS Investment Management LLC | 0.01% | Add +13.6% | 32,735 | $3.6M |
| Royce & Associates LP | 0.03% | No change | 31,800 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +5.2% | 31,448 | $3.5M |
| Meridian Wealth Management, LLC | 0.11% | Reduce -2.9% | 31,354 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.8% | 30,779 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.5% | 30,758 | $3.4M |
| Arvest Bank Trust Division | 0.17% | Reduce -1.5% | 30,745 | $3.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | Add +10.2% | 30,330 | $3.4M |
| Utah Retirement Systems | 0.03% | Reduce -2.3% | 29,880 | $3.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +3.3% | 29,796 | $3.3M |
| Pacer Advisors, Inc. | 0.01% | Add +85.5% | 29,473 | $3.3M |
| JPL Wealth Management, LLC | 0.65% | Reduce -3.1% | 29,403 | $3.3M |
| New York Life Investment Management LLC | 0.02% | Add +2.6% | 29,391 | $3.3M |
| Independence Bank of Kentucky | 0.36% | New | 29,042 | $3.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.0% | 28,193 | $3.1M |
| Prosperity Consulting Group, LLC | 0.11% | Add +9.3% | 26,913 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +3.9% | 26,695 | $3.0M |
| Blackhawk Capital Partners, LLC | 0.97% | New | 26,692 | $3.0M |
| Mariner, LLC | 0.00% | Add +13.6% | 26,680 | $3.0M |
| Overbrook Management Corp | 0.44% | Reduce -48.2% | 26,369 | $2.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +9.8% | 25,900 | $2.9M |
| EFG International AG | 0.05% | Reduce -65.2% | 25,157 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.1% | 25,158 | $2.8M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 25,117 | $2.8M |
| Westview Management dba Westview Investment Advisors | 1.35% | New | 24,851 | $2.8M |
| Obermeyer Wealth Partners | 0.11% | New | 24,610 | $2.7M |
| LYNX Capital Group Ltd. | 1.10% | Add +31.2% | 24,581 | $2.7M |
| Kennedy Capital Management LLC | 0.05% | Reduce -2.0% | 24,508 | $2.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.5% | 24,234 | $2.7M |
| OP Asset Management Ltd | 0.03% | Reduce -37.1% | 23,995 | $2.7M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -61.4% | 23,945 | $2.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +61.1% | 22,976 | $2.6M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -9.5% | 22,785 | $2.5M |
| Twinbeech Capital LP | 0.45% | New | 22,543 | $2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +118.7% | 22,336 | $2.5M |
| Odyssean, LLC | 0.40% | New | 22,037 | $2.5M |
| Alps Advisors Inc. | 0.01% | Add +10.8% | 21,922 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +20.9% | 21,865 | $2.4M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -1.1% | 21,665 | $2.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +17.2% | 21,508 | $2.4M |
| Mackenzie Financial Corp. | 0.00% | Reduce -6.0% | 20,968 | $2.3M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.8% | 20,667 | $2.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 20,605 | $2.3M |
| Storebrand Asset Management As | 0.01% | Add +139.4% | 20,434 | $2.3M |
| Painted Porch Advisors LLC | 0.99% | Add +0.0% | 20,307 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 19,870 | $2.2M |
| Jennison Associates LLC | 0.00% | Reduce -15.0% | 19,819 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.0% | 19,599 | $2.2M |
| Candriam S.C.A. | 0.01% | Add +25.5% | 19,354 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | Reduce -42.8% | 18,508 | $2.1M |
| NewEdge Wealth, LLC | 0.02% | Add +8.8% | 18,471 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 18,200 | $2.0M |
| M&T Bank Corp | 0.01% | Add +2.2% | 17,606 | $2.0M |
| &partners | 0.01% | Reduce -4.0% | 18,037 | $2.0M |
| Significant Wealth Partners LLC | 2.12% | Reduce -0.2% | 17,573 | $2.0M |
| Cox Capital Mgt LLC | 1.06% | Add +168.0% | 17,073 | $1.9M |
| KBC Group NV | 0.00% | Add +0.2% | 16,888 | $1.9M |
| Secure Asset Management, LLC | 0.26% | Reduce -0.9% | 16,647 | $1.9M |
| Investment Management Corp of Ontario | 0.02% | Reduce -11.2% | 16,646 | $1.9M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -2.6% | 16,520 | $1.8M |
| Mizuho Securities USA LLC | 0.03% | Add +32.6% | 16,513 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -1.6% | 16,515 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 16,450 | $1.8M |
| Tidal Investments LLC | 0.00% | Add +2.7% | 16,432 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +62.5% | 16,019 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +8.1% | 15,904 | $1.8M |
| Advisory Research Inc. | 0.18% | Add +0.2% | 15,846 | $1.8M |
| Empowered Funds, LLC | 0.01% | Reduce -26.1% | 15,471 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -13.0% | 15,339 | $1.7M |
| Milfam LLC | 1.32% | New | 15,000 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 15,000 | $1.7M |
| Summit Securities Group LLC | 0.32% | Add +43700.0% | 14,892 | $1.7M |
| Ethic Inc. | 0.02% | Add +3.8% | 14,879 | $1.7M |
| Two Sigma Securities, LLC | 0.14% | New | 14,792 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +441.1% | 14,767 | $1.6M |
| Schroder Investment Management Group | 0.00% | Add +13.7% | 15,243 | $1.6M |
| Saudi Central Bank | 0.02% | Add +83.5% | 14,690 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.3% | 14,624 | $1.6M |
| Harbor Advisors LLC | 0.20% | No change | 14,500 | $1.6M |
| Argent Trust Co | 0.05% | Add +4.8% | 14,433 | $1.6M |
| Walleye Capital LLC | 0.01% | Add +75.9% | 14,333 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +35.3% | 14,022 | $1.6M |
| Choreo, LLC | 0.02% | Add +6.2% | 14,280 | $1.6M |
| Sterling Capital Management LLC | 0.03% | Reduce -26.1% | 13,846 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Add +6.6% | 13,800 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +33.4% | 13,681 | $1.5M |
| Avanza Fonder AB | 0.03% | No change | 13,618 | $1.5M |
| AG2R La Mondiale Gestion D'actifs | 0.05% | Add +21.0% | 13,208 | $1.5M |
| RFG Advisory, LLC | 0.02% | Add +34.6% | 13,196 | $1.5M |
| Cordoba Advisory Partners LLC | 0.31% | Reduce -2.8% | 13,289 | $1.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -96.2% | 13,187 | $1.5M |
| NewEdge Advisors, LLC | 0.00% | Reduce -30.0% | 13,181 | $1.5M |
| US Bancorp \de | 0.00% | Add +3.5% | 12,935 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -30.8% | 12,852 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Reduce -75.2% | 12,818 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +291.6% | 12,695 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 12,498 | $1.4M |
| Horizon Investments, LLC | 0.01% | Add +3.3% | 12,282 | $1.4M |
| Knollwood Investment Advisory, LLC | 0.12% | Reduce -19.5% | 12,153 | $1.4M |
| Kentucky Retirement Systems | 0.03% | New | 11,879 | $1.3M |
| Sumitomo Life Insurance Co. | 0.02% | Reduce -9.8% | 11,850 | $1.3M |
| Stableford Capital II LLC | 0.45% | Reduce -1.6% | 11,789 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +29.4% | 11,682 | $1.3M |
| Hartford Investment Management Co. | 0.04% | Reduce -1.1% | 11,585 | $1.3M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -0.0% | 11,583 | $1.3M |
| Venturi Wealth Management, LLC | 0.05% | New | 11,499 | $1.3M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +633.4% | 11,485 | $1.3M |
| Alphadyne Asset Management LP | 0.06% | New | 11,418 | $1.3M |
| Heard Capital LLC | 0.05% | No change | 11,150 | $1.2M |
| Nicholas Wealth, LLC. | 0.68% | Add +29.7% | 11,091 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Add +19.9% | 10,967 | $1.2M |
| TD Waterhouse Canada Inc. | 0.00% | Add +745.0% | 10,621 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +252.9% | 10,821 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Add +2.9% | 10,800 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Reduce -44.2% | 10,737 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -37.2% | 10,715 | $1.2M |
| Inspire Trust Co, N.A. | 0.16% | No change | 10,500 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.07% | New | 10,471 | $1.2M |
| EP Wealth Advisors, LLC | 0.00% | Reduce -44.0% | 10,447 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +5.7% | 10,389 | $1.2M |
| New Mexico Educational Retirement Board | 0.03% | Add +9.6% | 10,300 | $1.1M |
| Polymer Capital Management (US) LLC | 0.17% | Reduce -51.4% | 10,178 | $1.1M |
| Coastline Trust Co | 0.10% | Reduce -13.6% | 10,134 | $1.1M |
| Abn Amro Investment Solutions | 0.01% | Add +34.7% | 10,113 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +82.0% | 9,964 | $1.1M |
| Fjell Capital, LLC | 0.75% | Add +5.3% | 9,885 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | Reduce -64.7% | 9,722 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +15.7% | 9,644 | $1.1M |
| Capricorn Fund Managers Ltd | 0.08% | New | 9,300 | $1.0M |
| Metis Global Partners, LLC | 0.02% | Add +55.8% | 9,252 | $1.0M |
| Keybank National Association | 0.00% | Add +101.5% | 9,233 | $1.0M |
| QVT Financial LP | 0.07% | No change | 9,219 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +19.8% | 9,231 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -1.8% | 9,175 | $1.0M |
| Norinchukin Bank, The | 0.01% | Reduce -26.6% | 9,074 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -39.0% | 9,019 | $1.0M |
| Caption Management, LLC | 0.04% | Reduce -87.1% | 9,000 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Add +12.4% | 9,000 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -43.1% | 8,995 | $1.0M |
| Whipplewood Advisors, LLC | 0.66% | Add +45.4% | 8,788 | $978K |
| San Luis Wealth Advisors LLC | 0.15% | New | 8,761 | $975K |
| Mgo One Seven LLC | 0.02% | New | 8,740 | $973K |
| Global Retirement Partners, LLC | 0.01% | — | 8,724 | $971K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +46.2% | 8,617 | $959K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -25.5% | 8,534 | $950K |
| Agf Management Ltd. | 0.00% | Add +28.9% | 8,420 | $937K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +252.8% | 8,396 | $935K |
| Fideuram Asset Management (Ireland) dac | 0.02% | New | 7,695 | $926K |
| Allstate Corp. | 0.01% | Reduce -64.6% | 8,310 | $925K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +240.4% | 8,309 | $925K |
| MUFG Securities EMEA plc | 0.01% | Reduce -84.1% | 8,256 | $919K |
| Jane Street Group, LLC | 0.00% | Add +28.5% | 8,204 | $913K |
| Siemens Fonds Invest GmbH | 0.04% | Add +162.3% | 8,195 | $912K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 8,107 | $902K |
| Baird Financial Group, Inc. | 0.00% | Add +5.0% | 7,992 | $890K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -43.4% | 7,986 | $889K |
| Gotham Asset Management | 0.00% | Add +1.4% | 7,960 | $886K |
| Summit Trail Advisors, LLC | 0.01% | Add +15.0% | 7,947 | $885K |
| Ossiam | 0.01% | Add +159.8% | 7,791 | $867K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 7,757 | $863K |
| Granite FO LLC | 0.45% | No change | 7,705 | $858K |
| Lee Financial Co | 0.11% | Add +85.2% | 7,613 | $847K |
| Fiduciary Trust Co | 0.01% | Add +0.7% | 7,604 | $846K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.3% | 7,563 | $842K |
| Sagewood Asset Management LP | 0.19% | Add +22.5% | 7,556 | $841K |
| Ar Asset Management Inc. | 0.15% | Add +15.4% | 7,500 | $835K |
| Parnassus Investments, LLC | 0.00% | Add +0.3% | 7,450 | $829K |
| Longfellow Investment Management Co. LLC | 0.17% | No change | 7,309 | $814K |
| Hamilton Capital Partners Inc. | 0.02% | Reduce -3.9% | 7,256 | $808K |
| Varma Mutual Pension Insurance Co | 0.00% | No change | 7,200 | $801K |
| Cornerstone Wealth Group, LLC | 0.05% | Add +152.8% | 7,176 | $799K |
| Diversified Trust Co. | 0.01% | Reduce -65.8% | 7,148 | $796K |
| Clearstead Advisors, LLC | 0.01% | Add +109.0% | 7,087 | $789K |
| One Wealth Capital Management, LLC | 0.22% | Reduce -29.0% | 7,002 | $779K |
| Csenge Advisory Group | 0.03% | Reduce -4.8% | 6,960 | $775K |
| Greenland Capital Management LP | 0.16% | Add +52.8% | 6,800 | $757K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +2.6% | 6,763 | $753K |
| Vestcor Inc | 0.02% | No change | 6,714 | $747K |
| Xxi Wealth, LLC | 0.34% | Add +0.5% | 6,691 | $745K |
| LuminArx Capital Management LP | 0.43% | New | 20,000 | $720K |
| Frec Markets, Inc. | 0.06% | Add +170.8% | 6,417 | $714K |
| Mufg Securities Americas Inc. | 0.04% | Add +11.5% | 6,353 | $707K |
| Securian Asset Management, Inc. | 0.03% | Add +1.9% | 5,605 | $704K |
| Brown Brothers Harriman & Co. | 0.00% | Add +67.1% | 6,274 | $698K |
| Dudley Capital Management, LLC | 0.28% | No change | 6,200 | $690K |
| Portside Wealth Group, LLC | 0.08% | Add +26.4% | 6,184 | $688K |
| Capital International Sarl | 0.01% | Reduce -48.0% | 6,083 | $677K |
| Everhart Financial Group, Inc. | 0.04% | Add +10.4% | 6,033 | $672K |
| Nisa Investment Advisors, LLC | 0.00% | Add +33.6% | 6,006 | $669K |
| Uniting Wealth Partners, LLC | 0.14% | No change | 6,000 | $668K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -66.7% | 5,829 | $649K |
| Virtu Financial LLC | 0.02% | Reduce -46.8% | 5,753 | $640K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -25.4% | 5,698 | $634K |
| Third View Private Wealth, LLC | 0.08% | Reduce -4.7% | 5,687 | $633K |
| North Dakota State Investment Board | 0.03% | Add +2.9% | 5,595 | $623K |
| Harrell Investment Partners, LLC | 0.13% | Add +0.2% | 5,571 | $620K |
| V-Square Quantitative Management LLC | 0.06% | Add +78.2% | 5,476 | $610K |
| Vise Technologies, Inc. | 0.01% | Reduce -10.1% | 5,413 | $603K |
| Principal Securities, Inc. | 0.01% | Add +46.5% | 5,384 | $599K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -18.9% | 5,368 | $598K |
| Guinness Asset Management LTD | 0.01% | Reduce -15.0% | 5,334 | $594K |
| Thompson David Blair | 0.30% | New | 5,318 | $592K |
| CI Investments Inc. | 0.00% | New | 5,313 | $591K |
| Summit Financial, LLC | 0.01% | Add +5.9% | 5,284 | $588K |
| Glenmede Trust Co. NA | 0.00% | Add +24.3% | 5,262 | $586K |
| Kestra Investment Management, LLC | 0.01% | Add +71.7% | 5,213 | $580K |
| Osmosis Investment Management UK Ltd | 0.03% | Reduce -47.6% | 5,206 | $579K |
| Strategic Blueprint, LLC | 0.03% | Reduce -0.1% | 5,204 | $579K |
| Hilltop Holdings Inc. | 0.05% | Reduce -18.0% | 5,187 | $577K |
| Certior Financial Group, LLC | 0.32% | Add +68.3% | 5,177 | $576K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.9% | 5,145 | $573K |
| Arvest Investments, Inc. | 0.07% | Reduce -0.6% | 5,130 | $571K |
| Florida Trust Wealth Management Co | 0.01% | Add +25.4% | 5,112 | $569K |
| SVB Wealth LLC | 0.04% | Reduce -9.1% | 5,087 | $566K |
| ArrowMark Colorado Holdings LLC | 0.02% | No change | 4,998 | $556K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Add +8.0% | 4,991 | $556K |
| Journey Retirement Planning & Investment Management LLC | 0.43% | Add +3.2% | 4,970 | $553K |
| Fulcrum Asset Management LLP | 0.05% | No change | 5,106 | $549K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.03% | Reduce -0.5% | 4,929 | $549K |
| Argos Wealth Advisors, LLC | 0.14% | No change | 4,848 | $540K |
| Eagle Global Advisors LLC | 0.02% | No change | 4,825 | $537K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -19.6% | 4,736 | $527K |
| Park Avenue Securities LLC | 0.00% | Reduce -18.6% | 4,737 | $527K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 4,866 | $524K |
| USS Investment Management Ltd | 0.00% | Reduce -79.0% | 4,682 | $521K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +31.8% | 4,654 | $518K |
| Tema ETFs LLC | 0.02% | Reduce -1.2% | 4,653 | $518K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +12.6% | 4,604 | $512K |
| Vontobel Holding Ltd. | 0.00% | Add +2.8% | 4,585 | $510K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.0% | 4,578 | $510K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -35.4% | 4,575 | $509K |
| Simplex Trading, LLC | 0.01% | New | 4,571 | $509K |
| Focus Partners Wealth | 0.00% | Add +85.2% | 4,568 | $508K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | Add +22.7% | 4,539 | $505K |
| TD Private Client Wealth LLC | 0.01% | Reduce -11.0% | 4,511 | $502K |
| TritonPoint Partners, LLC | 0.04% | Reduce -8.2% | 4,482 | $499K |
| MAI Capital Management | 0.00% | Add +40.8% | 4,481 | $499K |
| Quadrant Capital Group LLC | 0.01% | Add +1191.6% | 4,469 | $497K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.7% | 4,394 | $489K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 4,375 | $487K |
| Alteri Wealth LLC | 0.13% | New | 4,327 | $482K |
| Belpointe Asset Management LLC | 0.02% | Reduce -2.0% | 4,307 | $479K |
| Intech Investment Management LLC | 0.00% | Reduce -32.4% | 4,179 | $465K |
| Prospera Financial Services Inc | 0.01% | Reduce -55.4% | 4,166 | $464K |
| Norden Group LLC | 0.04% | Add +8.4% | 4,146 | $462K |
| Sig Brokerage, LP | 0.07% | New | 4,080 | $454K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -11.9% | 4,068 | $453K |
| Optiver Holding B.V. | 0.01% | New | 4,060 | $452K |
| Allworth Financial LP | 0.00% | Add +0.3% | 4,032 | $449K |
| GC Wealth Management RIA, LLC | 0.03% | Add +3.6% | 3,974 | $442K |
| Leonteq Securities AG | 0.03% | Add +48.7% | 3,947 | $439K |
| Merit Financial Group, LLC | 0.00% | Reduce -23.5% | 3,944 | $439K |
| Hantz Financial Services, Inc. | 0.01% | Add +92.5% | 3,918 | $436K |
| Coldstream Capital Management Inc. | 0.01% | Add +19.2% | 3,879 | $432K |
| CoreFirst Bank & Trust | 0.21% | No change | 3,845 | $428K |
| Kwmg, LLC | 0.03% | No change | 3,842 | $428K |
| Americana Partners, LLC | 0.01% | Add +0.3% | 3,822 | $425K |
| QRG Capital Management, Inc. | 0.00% | Add +13.8% | 3,805 | $424K |
| Arkadios Wealth Advisors | 0.01% | Add +51.4% | 3,768 | $419K |
| Geneos Wealth Management Inc. | 0.01% | Add +226.1% | 3,750 | $417K |
| TrinityBridge Ltd | 0.01% | No change | 3,730 | $415K |
| Aries Wealth Management | 0.08% | No change | 3,726 | $415K |
| DAVENPORT & Co LLC | 0.00% | Reduce -30.7% | 3,638 | $405K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +10.9% | 3,633 | $404K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +11.5% | 3,624 | $403K |
| Klingman & Associates, LLC | 0.02% | Add +4.5% | 3,588 | $399K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -40.4% | 3,553 | $395K |
| Caisse Des Depots Et Consignations | 0.01% | New | 3,476 | $387K |
| Elequin Capital, LP | 0.07% | New | 3,465 | $386K |
| Wealthspire Advisors, LLC | 0.00% | Add +66.7% | 3,454 | $384K |
| Independent Financial Group, LLC | 0.01% | Add +31.4% | 3,322 | $370K |
| Advisor OS, LLC | 0.02% | Reduce -11.6% | 3,291 | $366K |
| Mather Group, Llc. | 0.00% | Add +19.6% | 3,282 | $365K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -9.6% | 3,269 | $364K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -65.1% | 3,245 | $361K |
| HUB Investment Partners, LLC | 0.01% | Add +59.5% | 3,240 | $361K |
| Jackson Wealth Management, LLC | 0.21% | Reduce -92.7% | 3,238 | $360K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -22.4% | 3,234 | $360K |
| Gilbert & Cook, Inc. | 0.04% | Add +13.3% | 3,229 | $359K |
| World Investment Advisors | 0.01% | Add +0.4% | 3,264 | $356K |
| Stone Summit Wealth LLC | 0.09% | Reduce -1.6% | 3,100 | $345K |
| Greenleaf Trust | 0.00% | New | 3,094 | $344K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -1.1% | 3,029 | $337K |
| Ieq Capital, LLC | 0.00% | Add +39.4% | 3,013 | $335K |
| Signaturefd, LLC | 0.00% | Add +40.3% | 2,936 | $327K |
| Syon Capital LLC | 0.01% | Add +25.4% | 2,915 | $324K |
| AlTi Global, Inc. | 0.01% | Add +57.4% | 2,889 | $322K |
| GAM Holding AG | 0.02% | New | 2,858 | $318K |
| Callan Family Office, LLC | 0.01% | Add +22.5% | 2,841 | $316K |
| Inscription Capital, LLC | 0.03% | Add +33.7% | 2,795 | $311K |
| Cambria Investment Management, L.P. | 0.02% | Add +0.9% | 2,741 | $305K |
| Caitlin John, LLC | 0.17% | New | 2,737 | $305K |
| Brighton Jones LLC | 0.01% | Add +0.9% | 2,727 | $304K |
| Wedmont Private Capital | 0.01% | New | 2,474 | $301K |
| Zhang Financial LLC | 0.01% | Reduce -2.6% | 2,705 | $301K |
| ClearAlpha Technologies LP | 0.51% | Reduce -54.2% | 2,693 | $300K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -0.6% | 2,663 | $296K |
| Knuff & Co LLC | 0.07% | New | 2,635 | $293K |
| Brookwood Investment Group LLC | 0.03% | No change | 2,610 | $291K |
| PAX Financial Group, LLC | 0.04% | Reduce -25.9% | 2,564 | $285K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -1.4% | 2,563 | $285K |
| Huntington National Bank | 0.00% | Add +27.6% | 2,548 | $284K |
| Indivisible Partners | 0.02% | Add +2.8% | 2,526 | $281K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.1% | 2,524 | $281K |
| Cloud Capital Management, LLC | 0.10% | Add +0.5% | 2,516 | $280K |
| Jump Financial, LLC | 0.00% | New | 2,500 | $278K |
| Regions Financial Corp. | 0.00% | Reduce -57.6% | 2,498 | $278K |
| Texas Yale Capital Corp. | 0.01% | New | 2,483 | $276K |
| Diversify Advisory Services, LLC | 0.00% | New | 2,110 | $270K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,110 | $270K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -19.0% | 2,421 | $269K |
| Cane Capital Partners, LLC | 0.11% | New | 2,415 | $269K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -12.9% | 2,386 | $266K |
| Advisory Services Network, LLC | 0.00% | Add +443.6% | 2,381 | $265K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -8.3% | 2,345 | $261K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -11.9% | 2,333 | $260K |
| Nemes Rush Group LLC | 0.02% | Add +4.3% | 2,325 | $259K |
| Chilton Capital Management LLC | 0.01% | Reduce -73.1% | 2,310 | $257K |
| Ostrum Asset Management | 0.01% | No change | 2,299 | $256K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,280 | $254K |
| Trust Asset Management LLC | 0.02% | No change | 2,269 | $253K |
| Sanchez Levi Garrett | 0.14% | Add +1.1% | 2,262 | $252K |
| Fulton Bank, N.A. | 0.01% | Reduce -2.6% | 2,239 | $249K |
| Reliant Investment Partners, LLC | 0.17% | No change | 2,203 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -8.0% | 2,182 | $243K |
| Savvy Advisors, Inc. | 0.01% | New | 2,169 | $241K |
| Coastwise Capital Group, LLC | 0.14% | New | 2,134 | $238K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 2,130 | $237K |
| Cypress Capital Group | 0.02% | New | 2,125 | $237K |
| 71 West Capital Partners | 0.01% | Add +0.2% | 2,121 | $236K |
| Walled Lake Planning & Wealth Management, LLC | 0.06% | Add +1.1% | 2,111 | $235K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.4% | 2,099 | $234K |
| Larson Financial Group LLC | 0.01% | Add +3.8% | 2,076 | $231K |
| Trueblood Wealth Management, LLC | 0.08% | Reduce -13.1% | 2,059 | $229K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -13.3% | 2,041 | $227K |
| Equitable Holdings, Inc. | 0.00% | Reduce -23.4% | 2,039 | $227K |
| Wick Capital Partners, LLC | 0.03% | New | 2,035 | $227K |
| Whalerock Point Partners, LLC | 0.04% | No change | 2,000 | $223K |
| Buttonwood Financial Advisors Inc. | 0.07% | No change | 1,991 | $222K |
| Private Advisor Group, LLC | 0.00% | New | 1,967 | $219K |
| Mission Wealth Management, LP | 0.00% | New | 1,961 | $218K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,947 | $217K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,005 | $216K |
| Guardian Partners Inc. | 0.02% | Add +2.5% | 1,935 | $215K |
| Spire Wealth Management | 0.01% | Reduce -57.4% | 1,935 | $215K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +3.2% | 1,929 | $215K |
| Summitry LLC | 0.01% | New | 1,925 | $214K |
| Cigna Investments Inc. | 0.03% | No change | 1,890 | $211K |
| AlphaGrep UK Ltd | 0.06% | New | 1,890 | $210K |
| GAMMA Investing LLC | 0.01% | Add +152.4% | 1,878 | $209K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,851 | $206K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,845 | $205K |
| Quotient Wealth Partners, LLC | 0.00% | Reduce -8.3% | 1,818 | $202K |
| Victory Financial Group, LLC | 0.02% | Reduce -12.8% | 1,818 | $202K |
| Baker Tilly Wealth Management, LLC | 0.04% | Reduce -30.4% | 1,805 | $201K |
| Banco BTG Pactual S.A. | 0.03% | New | 1,801 | $200K |
| DV Trading LLC | 0.02% | Reduce -16.2% | 1,800 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.3% | 1,771 | $197K |
| CX Institutional | 0.01% | Add +373.8% | 1,720 | $191K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.4% | 1,711 | $190K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 1,700 | $189K |
| Albion Financial Group | 0.01% | No change | 1,650 | $184K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -44.0% | 1,609 | $179K |
| Investors Portfolio Services LLC | 0.13% | Add +43.8% | 1,519 | $169K |
| Limestone Investment Advisors LP | 0.08% | New | 1,485 | $165K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 1,409 | $157K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -84.7% | 1,395 | $155K |
| Volterra Technologies LP | 0.10% | Reduce -54.8% | 1,340 | $149K |
| HM Payson & Co. | 0.00% | Reduce -0.1% | 1,304 | $145K |
| Morse Asset Management, Inc | 0.02% | Add +418.0% | 1,295 | $144K |
| Vision Retirement, LLC | 0.03% | Reduce -30.4% | 1,230 | $137K |
| West Paces Advisors Inc. | 0.02% | New | 1,214 | $135K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.5% | 1,130 | $126K |
| UMB Bank, n.a. | 0.00% | Add +33.0% | 1,039 | $116K |
| Operose Advisors LLC | 0.02% | No change | 1,000 | $111K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,025 | $110K |
| Rothschild Investment LLC | 0.00% | Add +267.9% | 964 | $107K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 870 | $97K |
| Blue Trust, Inc. | 0.00% | Reduce -64.1% | 827 | $92K |
| Manchester Capital Management LLC | 0.01% | Reduce -3.2% | 752 | $84K |
| Parkside Financial Bank & Trust | 0.01% | Add +9.2% | 700 | $78K |
| Quent Capital, LLC | 0.00% | Add +3.8% | 691 | $77K |
| American National Bank & Trust | 0.01% | No change | 676 | $75K |
| Cromwell Holdings LLC | 0.03% | Add +327.2% | 628 | $70K |
| Covestor Ltd | 0.04% | Add +30.5% | 590 | $66K |
| CYBER HORNET ETFs LLC | 0.04% | Add +1.2% | 573 | $64K |
| IFP Advisors, Inc | 0.00% | Reduce -20.6% | 567 | $63K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -58.8% | 544 | $61K |
| Harbour Investments, Inc. | 0.00% | Reduce -35.2% | 530 | $59K |
| Canton Hathaway, LLC | 0.01% | Reduce -15.4% | 520 | $58K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -7.9% | 467 | $52K |
| Westpac Banking Corp. | 0.00% | No change | 442 | $49K |
| Bokf, NA | 0.00% | Add +5.3% | 434 | $48K |
| Zions Bancorporation, National Association | 0.00% | Add +46.9% | 423 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 415 | $46K |
| Compound Global Advisors, LLC | 1.10% | New | 400 | $45K |
| Key Financial Inc | 0.01% | No change | 400 | $45K |
| Colonial Trust Co / SC | 0.01% | Add +802.4% | 379 | $42K |
| Napier Financial, LLC | 0.01% | No change | 366 | $41K |
| Intesa Sanpaolo Wealth Management | 0.01% | No change | 350 | $39K |
| Anchor Investment Management, LLC | 0.00% | New | 340 | $38K |
| CVA Family Office, LLC | 0.00% | Reduce -15.8% | 330 | $37K |
| PlanVest Financial, Inc | 0.02% | No change | 320 | $36K |
| Wellington-Altus USA Inc. | 0.03% | New | 322 | $35K |
| Avalon Trust Co | 0.00% | No change | 300 | $33K |
| Hartford Financial Management Inc. | 0.01% | Reduce -2.0% | 299 | $33K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 270 | $30K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 263 | $29K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 261 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +29.4% | 255 | $28K |
| Triumph Capital Management | 0.01% | Add +127.3% | 250 | $28K |
| Eastern Bank | 0.00% | No change | 250 | $28K |
| Ares Financial Consulting, LLC | 0.02% | No change | 234 | $26K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +60.7% | 233 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -12.8% | 231 | $26K |
| First Horizon Corp. | 0.00% | No change | 229 | $25K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +41.9% | 227 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +57.0% | 223 | $25K |
| Raiffeisen Bank International AG | 0.00% | Add +103.6% | 226 | $24K |
| Crewe Advisors LLC | 0.00% | Add +22.3% | 214 | $24K |
| Osbon Capital Management LLC | 0.02% | No change | 198 | $22K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +12.2% | 193 | $21K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +30.6% | 188 | $21K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.2% | 184 | $20K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +79.2% | 181 | $20K |
| Altshuler Shaham Ltd | 0.00% | Add +126.3% | 181 | $20K |
| Noble Wealth Management PBC | 0.01% | No change | 180 | $20K |
| Valley National Advisers Inc. | 0.00% | Reduce -1.8% | 167 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -81.7% | 161 | $18K |
| Trust Co. of Vermont | 0.00% | — | 156 | $17K |
| Institute for Wealth Management, LLC. | 0.00% | New | 155 | $17K |
| Johnson Financial Group, Inc. | 0.00% | Add +6.2% | 154 | $17K |
| Salomon & Ludwin, LLC | 0.00% | Add +21.9% | 150 | $17K |
| Essential Partners LLC | 0.01% | Add +1.4% | 149 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -2.0% | 146 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | Add +40.0% | 140 | $16K |
| Trust Co. of Toledo NA | 0.00% | New | 137 | $15K |
| Y.D. More Investments Ltd | 0.00% | New | 136 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 135 | $15K |
| Evelyn Partners Group Ltd | 0.00% | — | 135 | $15K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 134 | $15K |
| First Command Advisory Services, Inc. | 0.00% | Add +113.1% | 130 | $14K |
| Cetera Trust Company, N.A | 0.01% | No change | 125 | $14K |
| S&T Bank | 0.00% | Add +111.9% | 125 | $14K |
| Rational Advisors, Inc. | 0.00% | Add +10.0% | 121 | $13K |
| Westside Investment Management, Inc. | 0.00% | No change | 112 | $12K |
| Atwood & Palmer Inc. | 0.00% | No change | 107 | $12K |
| Activest Wealth Management | 0.00% | Add +16.3% | 107 | $12K |
| Stance Capital LLC | 0.00% | New | 100 | $11K |
| Cornerstone Financial Management LLC | 0.01% | Add +122.7% | 98 | $11K |
| Rossby Financial, LCC | 0.00% | Add +13.4% | 93 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +8.1% | 93 | $10K |
| CoreCap Advisors, LLC | 0.00% | Add +184.4% | 91 | $10K |
| Nvwm, LLC | 0.00% | Add +506.7% | 91 | $10K |
| WPG Advisers, LLC | 0.01% | Add +9.8% | 90 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.7% | 90 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -43.4% | 86 | $10K |
| Allied Private Wealth LLC | 0.01% | — | 80 | $9K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.00% | New | 81 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -55.6% | 80 | $9K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.4% | 79 | $9K |
| True Wealth Design, LLC | 0.00% | Add +71.1% | 77 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -66.8% | 67 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -24.4% | 62 | $7K |
| Westfuller Advisors, LLC | 0.00% | Add +4.9% | 64 | $7K |
| Sachetta, LLC | 0.00% | Add +800.0% | 63 | $7K |
| Joseph Group Capital Management | 0.00% | New | 62 | $7K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -22.5% | 62 | $7K |
| Continuum Advisory, LLC | 0.00% | New | 62 | $7K |
| MV Capital Management, Inc. | 0.00% | Add +445.4% | 60 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -52.0% | 60 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 56 | $6K |
| Kilter Group LLC | 0.00% | Add +139.1% | 55 | $6K |
| Avion Wealth | 0.00% | Add +40.9% | 62 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.0% | 53 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 54 | $6K |
| 1015 Capital Partners, LLC | 0.00% | No change | 52 | $6K |
| Oakmont Advisory Group, LLC | 0.00% | New | 52 | $6K |
| Luminist Capital LLC | 0.01% | New | 50 | $6K |
| Burkett Financial Services, LLC | 0.00% | New | 48 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 46 | $5K |
| Meeder Asset Management Inc. | 0.00% | Add +9.5% | 46 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 41 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -48.8% | 44 | $5K |
| Ameriflex Group, Inc. | 0.00% | Add +56.0% | 39 | $4K |
| SHP Wealth Management | 0.00% | Add +8.3% | 39 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +19.4% | 37 | $4K |
| Marquette Asset Management, LLC | 0.00% | No change | 35 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 33 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 32 | $4K |
| Financial Consulate, Inc. | 0.00% | Reduce -11.1% | 32 | $4K |
| Bogart Wealth, LLC | 0.00% | Reduce -25.6% | 32 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 26 | $3K |
| Arlington Trust Co LLC | 0.00% | Reduce -76.0% | 29 | $3K |
| SouthState Bank Corp | 0.00% | Add +70.6% | 29 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 27 | $3K |
| Markowski Investments | 0.00% | — | 27 | $3K |
| Grove Bank & Trust | 0.00% | Reduce -66.7% | 27 | $3K |
| Signature Equity Partners, LLC | 0.00% | Reduce -10.3% | 26 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 25 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 25 | $3K |
| Asset Dedication, LLC | 0.00% | New | 24 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 23 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +46.7% | 22 | $2K |
| State of Wyoming | 0.00% | New | 20 | $2K |
| Washington Trust Advisors, Inc. | 0.00% | New | 20 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +90.0% | 19 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Add +46.1% | 19 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +38.5% | 18 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 18 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 18 | $2K |
| GoalVest Advisory LLC | 0.00% | New | 17 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 17 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 15 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 15 | $2K |
| Motco | 0.00% | Add +50.0% | 15 | $2K |
| North Star Investment Management Corp. | 0.00% | Reduce -70.8% | 14 | $2K |
| Clark Wealth Partners | 0.00% | New | 13 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +30.0% | 13 | $1K |
| Planning Strategies Inc. | 0.00% | — | 13 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 12 | $1K |
| Investors Research Corp | 0.00% | No change | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 11 | $1K |
| Davis Capital Management | 0.00% | Add +120.0% | 11 | $1K |
| Brooklyn FI, LLC | 0.00% | New | 10 | $1K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $1K |
| LifeSteps Financial, Inc. | 0.00% | New | 10 | $1K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 9 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 9 | $1K |
| Torren Management, LLC | 0.00% | Add +12.5% | 9 | $956 |
| Quaker Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $891 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $891 |
| Princeton Global Asset Management LLC | 0.00% | New | 8 | $890 |
| Private Wealth Management Group, LLC | 0.00% | No change | 7 | $780 |
| WestEnd Advisors, LLC | 0.00% | No change | 7 | $779 |
| IFG Advisory, LLC | 0.00% | New | 6 | $692 |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $668 |
| Breakwater Investment Management | 0.00% | New | 5 | $557 |
| HFM Investment Advisors, LLC | 0.00% | New | 5 | $557 |
| Creative Financial Designs Inc. | 0.00% | New | 5 | $557 |
| Alerus Financial NA | 0.00% | No change | 5 | $557 |
| DecisionPoint Financial, LLC | 0.00% | Add +33.3% | 4 | $455 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $446 |
| Trust Co | 0.00% | No change | 4 | $445 |
| Strengthening Families & Communities, LLC | 0.00% | New | 3 | $334 |
| Seneschal Advisors, LLC | 0.00% | No change | 2 | $223 |
| 3 Factor Indexing, LLC | 0.00% | No change | 2 | $223 |
| MCF Advisors LLC | 0.00% | New | 2 | $223 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $112 |
| Prosperity Bancshares Inc | 0.00% | No change | 1 | $111 |
| Downshift Financial, LLC | 0.00% | New | 1 | $111 |
| Highland Investment Advisors LLC | 0.00% | — | 1 | $111 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 2 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is ARES's weight in each manager's 13F, not the share of Ares Management Corp. Class A the manager owns.