Ares Management Corp. Class AARES

13F holders, Q2 2026 (June 30)
809holders +9
118new positions
109sold out
8famous investors
$111.05avg. 13F price*

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

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions118$734.3M
Exits109$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.