Avalonbay CommunitiesAVB
13F holders, Q4 2024 (December 31)763holders +24
62new positions
64sold out
10famous investors
$220.02avg. 13F price*
At the end of Q4 2024, 763 institutions reported holding Avalonbay Communities Inc. (AVB) in their 13F filings, up 24 from Q3 2024. 62 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($3.8B) and State Street Corp. ($2.0B). 10 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Avalonbay Communities Inc.
- CUSIP
- 053484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $227.0M |
| Exits | 64 | $181.8M |
All 13F filers, Q3 2024 → Q4 2024: 7,128,703 shares bought and 5,956,476 shares sold, net +1,172,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| Vanguard Group Inc. | 0.09% | Add +0.1% | 22,575,892 | $5.0B |
| BlackRock, Inc. | 0.08% | Add +2.0% | 17,408,414 | $3.8B |
| State Street Corp. | 0.08% | Reduce -0.2% | 9,227,238 | $2.0B |
| Norges Bank | 0.20% | Add +0.3% | 6,814,794 | $1.5B |
| T. Rowe Price Associates Inc. | 0.13% | Add +35.0% | 5,152,183 | $1.1B |
| Principal Financial Group Inc. | 0.55% | Add +0.6% | 4,590,539 | $1.0B |
| Geode Capital Management, LLC | 0.06% | Add +3.0% | 3,693,457 | $810.5M |
| JPMorgan Chase & Co. | 0.06% | Reduce -9.6% | 3,670,784 | $807.5M |
| Cohen & Steers, Inc. | 1.31% | Add +25.7% | 3,130,108 | $688.5M |
| Northern Trust Corp. | 0.08% | Add +54.8% | 2,642,743 | $581.3M |
| Wellington Management Group LLP | 0.10% | Add +49.9% | 2,488,975 | $547.5M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.2% | 2,266,701 | $498.6M |
| Legal & General Group Plc | 0.13% | Reduce -2.6% | 2,192,494 | $482.3M |
| Dimensional Fund Advisors LP | 0.11% | Add +1.1% | 2,094,419 | $460.7M |
| Deutsche Bank AG | 0.17% | Add +2.7% | 2,019,562 | $444.2M |
| Canada Pension Plan Investment Board | 0.42% | Reduce -0.7% | 2,019,317 | $444.2M |
| Clearbridge Investments, LLC | 0.32% | Reduce -2.5% | 1,786,853 | $393.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +3.4% | 1,772,998 | $390.0M |
| Ameriprise Financial Inc. | 0.10% | Reduce -2.1% | 1,718,473 | $378.0M |
| Morgan Stanley | 0.03% | Reduce -8.4% | 1,639,786 | $360.7M |
| Nuveen Asset Management, LLC | 0.10% | Reduce -2.8% | 1,562,294 | $343.7M |
| Invesco Ltd. | 0.06% | Add +13.4% | 1,449,566 | $318.9M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -11.3% | 1,109,575 | $244.1M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.3% | 983,481 | $216.3M |
| Duff & Phelps Investment Management Co. | 2.18% | Reduce -3.4% | 827,751 | $182.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -19.6% | 720,707 | $158.5M |
| Russell Investments Group, Ltd. | 0.21% | Reduce -2.7% | 690,922 | $152.0M |
| Bank of America Corp. | 0.01% | Reduce -20.0% | 614,118 | $135.1M |
| HSBC Holdings PLC | 0.08% | Add +1.4% | 604,010 | $132.8M |
| Aew Capital Management L P | 6.17% | Add +14.0% | 580,376 | $127.7M |
| Daiwa Securities Group Inc. | 0.55% | Add +51.7% | 554,290 | $121.9M |
| Macquarie Group Ltd. | 0.12% | Reduce -0.8% | 448,215 | $97.4M |
| UBS Group AG | 0.02% | Reduce -11.2% | 423,204 | $93.1M |
| Swiss National Bank | 0.06% | Reduce -4.8% | 401,721 | $88.4M |
| Adelante Capital Management LLC | 5.81% | Reduce -0.9% | 400,444 | $88.1M |
| Schroder Investment Management Group | 0.08% | Reduce -4.1% | 398,366 | $86.9M |
| CBRE Investment Management Listed Real Assets LLC | 1.52% | Reduce -7.3% | 387,645 | $85.3M |
| Janus Henderson Group PLC | 0.04% | Reduce -7.7% | 384,454 | $84.6M |
| Amundi | 0.03% | Reduce -7.7% | 373,873 | $79.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.16% | — | 358,042 | $78.8M |
| CANADA LIFE ASSURANCE Co | 0.14% | Add +5.3% | 356,442 | $78.4M |
| American Century Companies Inc. | 0.05% | Reduce -7.5% | 355,729 | $78.2M |
| California Public Employees Retirement System | 0.05% | Add +1.5% | 344,833 | $75.9M |
| Sei Investments Co. | 0.10% | Add +14.1% | 344,139 | $75.7M |
| Robeco Institutional Asset Management B.V. | 0.14% | Add +0.7% | 338,796 | $74.5M |
| Aberdeen Group plc | 0.13% | Reduce -0.7% | 325,734 | $71.4M |
| Neuberger Berman Group LLC | 0.06% | Reduce -4.5% | 320,796 | $70.6M |
| Lasalle Investment Management Securities LLC | 2.94% | Reduce -38.5% | 316,082 | $69.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +6.1% | 315,897 | $69.2M |
| Nordea Investment Management AB | 0.07% | Add +40.7% | 314,110 | $69.1M |
| BNP Paribas Financial Markets | 0.05% | Add +17.8% | 305,729 | $67.3M |
| Rhumbline Advisers | 0.06% | Reduce -1.4% | 285,442 | $62.8M |
| Asset Management One Co., Ltd. | 0.21% | Add +1.3% | 280,771 | $62.1M |
| AXA S.A. | 0.18% | Reduce -22.2% | 269,412 | $59.3M |
| Public Employees Retirement System of Ohio | 0.20% | New | 268,321 | $59.0M |
| M&T Bank Corp | 0.20% | Add +5.3% | 267,361 | $58.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 266,589 | $58.6M |
| FMR LLC | 0.00% | Add +4.6% | 257,697 | $56.7M |
| Ferguson Wellman Capital Management, Inc. | 1.03% | Reduce -2.0% | 246,318 | $54.2M |
| State of Tennessee, Department of Treasury | 0.19% | Reduce -0.8% | 240,113 | $52.8M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -29.2% | 235,821 | $51.9M |
| Millennium Management | 0.05% | Add +841.2% | 234,321 | $51.5M |
| California State Teachers Retirement System | 0.06% | Add +8.6% | 232,103 | $51.1M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +4.0% | 230,701 | $50.7M |
| Utah Retirement Systems | 0.55% | No change | 226,696 | $49.9M |
| Voloridge Investment Management, LLC | 0.18% | Add +6.3% | 225,926 | $49.7M |
| Franklin Resources Inc. | 0.01% | Add +5.2% | 223,353 | $49.1M |
| Barclays PLC | 0.02% | Reduce -27.7% | 215,945 | $47.5M |
| Jupiter Asset Management Ltd. | 0.44% | Reduce -24.8% | 204,318 | $44.9M |
| Baron Capital (BAMCO) | 0.11% | Add +13.7% | 201,995 | $44.4M |
| ExodusPoint Capital Management, LP | 0.46% | Add +7.7% | 199,729 | $43.9M |
| APG Asset Management US Inc. | 0.33% | Reduce -14.3% | 199,038 | $43.8M |
| Bank of Montreal | 0.02% | Reduce -6.0% | 197,933 | $43.5M |
| National Pension Service | 0.04% | Reduce -6.9% | 197,669 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 197,122 | $43.4M |
| Allianz Asset Management GmbH | 0.06% | Reduce -2.3% | 192,930 | $42.4M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -9.7% | 187,458 | $41.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.7% | 185,160 | $40.7M |
| Alyeska Investment Group, L.P. | 0.15% | Reduce -37.6% | 180,794 | $39.8M |
| Royal Bank of Canada | 0.01% | Reduce -20.3% | 165,001 | $36.3M |
| STRS Ohio | 0.14% | Reduce -7.8% | 163,539 | $36.0M |
| Raymond James Financial Inc. | 0.01% | — | 159,810 | $35.2M |
| Hazelview Securities Inc. | 6.35% | — | 163,438 | $34.8M |
| Citigroup Inc. | 0.03% | Reduce -23.7% | 154,002 | $33.9M |
| Victory Capital Management Inc. | 0.03% | Reduce -1.2% | 150,804 | $33.2M |
| Sun Life Financial Inc. | 1.85% | No change | 150,427 | $33.1M |
| Woodline Partners LP | 0.21% | New | 142,215 | $31.3M |
| Brookfield Corp | 0.19% | New | 141,094 | $31.0M |
| KBC Group NV | 0.08% | Reduce -7.3% | 135,809 | $29.9M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -6.9% | 128,508 | $28.3M |
| Jennison Associates LLC | 0.02% | Add +1.9% | 128,325 | $28.2M |
| Korea Investment CORP | 0.07% | Reduce -13.3% | 126,010 | $27.7M |
| Storebrand Asset Management As | 0.08% | Add +0.3% | 124,156 | $27.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -4.2% | 120,356 | $26.5M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -1.8% | 119,894 | $26.4M |
| APG Asset Management N.V. | 0.07% | Add +226.8% | 123,206 | $26.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +27.9% | 118,708 | $26.1M |
| Centersquare Investment Management LLC | 0.27% | Reduce -0.2% | 115,790 | $25.5M |
| Retirement Systems of Alabama | 0.09% | Add +0.2% | 112,893 | $24.8M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -0.7% | 110,399 | $24.3M |
| Waterfront Capital Partners, LLC | 4.26% | New | 103,655 | $22.8M |
| Point72 Asset Management | 0.06% | Add +125.2% | 103,006 | $22.7M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -10.5% | 100,577 | $22.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -4.8% | 100,431 | $22.1M |
| New York State Teachers Retirement System | 0.05% | Reduce -6.6% | 100,154 | $22.0M |
| Danske Bank A/S | 0.06% | Add +18.6% | 98,171 | $21.6M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 98,544 | $21.5M |
| Investure, LLC | 1.26% | No change | 96,900 | $21.3M |
| Susquehanna Fundamental Investments, LLC | 0.35% | — | 94,884 | $20.9M |
| Handelsbanken Fonder AB | 0.08% | Add +9.1% | 91,673 | $20.2M |
| GRS Advisors, LLC | 1.89% | Reduce -6.8% | 87,231 | $19.2M |
| Tidal Investments LLC | 0.16% | Add +13.1% | 86,692 | $19.1M |
| Aviva PLC | 0.05% | Reduce -57.7% | 85,646 | $18.8M |
| State of Alaska, Department of Revenue | 0.21% | Reduce -6.2% | 84,743 | $18.6M |
| State of New Jersey Common Pension Fund D | 0.07% | Add +4.3% | 84,050 | $18.5M |
| Employees Retirement System of Texas | 0.19% | Add +9.5% | 84,000 | $18.5M |
| Teacher Retirement System of Texas | 0.07% | Add +0.1% | 83,428 | $18.4M |
| State of Wisconsin Investment Board | 0.05% | Reduce -18.1% | 83,120 | $18.3M |
| Prudential Financial Inc. | 0.03% | Reduce -28.8% | 82,964 | $18.2M |
| Chilton Capital Management LLC | 0.77% | Reduce -18.9% | 82,119 | $18.2M |
| National Bank of Canada | 0.02% | Reduce -5.3% | 80,257 | $17.7M |
| LPL Financial LLC | 0.01% | Add +1.4% | 80,120 | $17.6M |
| Boston Trust Walden Corp | 0.12% | Reduce -0.2% | 79,279 | $17.4M |
| Resona Asset Management Co.,Ltd. | 0.10% | Add +0.4% | 78,568 | $17.4M |
| Hudson Bay Capital Management LP | 0.12% | Add +66.9% | 77,911 | $17.1M |
| AQR Capital Management | 0.02% | Reduce -21.0% | 77,649 | $17.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Add +37.0% | 76,354 | $16.8M |
| Toronto Dominion Bank | 0.03% | Add +7.6% | 75,999 | $16.7M |
| Payden & Rygel | 1.44% | Reduce -5.4% | 75,900 | $16.7M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -2.1% | 75,517 | $16.6M |
| Lighthouse Investment Partners, LLC | 0.63% | Add +49.0% | 74,500 | $16.4M |
| Natixis Advisors, LLC | 0.03% | Add +13.2% | 74,376 | $16.4M |
| Stifel Financial Corp. | 0.02% | Reduce -3.5% | 73,831 | $16.2M |
| Caisse de depot et placement du Quebec | 0.03% | New | 72,433 | $15.9M |
| Royal London Asset Management Ltd. | 0.04% | No change | 71,516 | $15.7M |
| Massachusetts Financial Services Co. | 0.01% | Add +1.9% | 71,504 | $15.7M |
| Avalon Trust Co | 1.10% | Reduce -0.7% | 70,330 | $15.5M |
| Nisa Investment Advisors, LLC | 0.06% | Reduce -7.1% | 69,754 | $15.5M |
| Uniplan Investment Counsel, Inc. | 1.46% | Reduce -2.1% | 69,326 | $15.2M |
| TD Asset Management Inc | 0.01% | Add +19.7% | 67,811 | $14.9M |
| Van Eck Associates Corp. | 0.02% | Reduce -0.7% | 65,376 | $14.4M |
| Auto-Owners Insurance Co | 0.33% | No change | 65,000 | $14.3M |
| 1832 Asset Management L.P. | 0.03% | Reduce -70.7% | 64,360 | $14.2M |
| Treasurer of the State of North Carolina | 0.05% | Add +0.5% | 64,056 | $14.1M |
| Cibc World Markets Corp. | 0.08% | Add +12.2% | 63,781 | $14.0M |
| Vert Asset Management LLC | 4.78% | Add +9.2% | 63,461 | $14.0M |
| Eventide Asset Management, LLC | 0.24% | Reduce -60.3% | 60,544 | $13.3M |
| Pacific Heights Asset Management LLC | 0.90% | No change | 60,000 | $13.2M |
| IFM Investors Pty Ltd | 0.13% | Reduce -4.8% | 59,968 | $13.2M |
| Cerity Partners LLC | 0.03% | Reduce -0.1% | 59,645 | $13.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Add +0.5% | 58,579 | $12.9M |
| Varma Mutual Pension Insurance Co | 0.10% | Reduce -0.7% | 58,261 | $12.8M |
| Man Group plc | 0.04% | Reduce -53.0% | 56,296 | $12.4M |
| Davis Selected Advisers | 0.07% | Reduce -0.7% | 56,220 | $12.4M |
| Susquehanna International Group, LLP | 0.02% | Add +46.5% | 55,486 | $12.2M |
| Hilton Capital Management, LLC | 1.02% | Reduce -11.2% | 53,774 | $11.8M |
| UniSuper Management Pty Ltd | 0.08% | Add +5.5% | 53,483 | $11.8M |
| Sophron Capital Management L.P. | 4.65% | — | 53,433 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.1% | 52,224 | $11.5M |
| LBP Am SA | 0.15% | Add +490.4% | 50,330 | $11.1M |
| Gotham Asset Management | 0.10% | Add +126.4% | 50,273 | $11.1M |
| Sienna Gestion | 0.75% | No change | 50,221 | $11.0M |
| Corient Private Wealth LP | 0.02% | Reduce -0.2% | 48,628 | $10.7M |
| First Trust Advisors LP | 0.01% | Reduce -13.2% | 48,488 | $10.7M |
| Forsta Ap-Fonden | 0.08% | Reduce -0.4% | 48,200 | $10.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | — | 47,061 | $10.4M |
| KLP Kapitalforvaltning As | 0.05% | — | 46,079 | $10.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.10% | Add +10.7% | 46,233 | $10.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.09% | Reduce -73.2% | 43,064 | $9.5M |
| Vestcor Inc | 0.31% | Add +3.2% | 43,062 | $9.5M |
| Quinn Opportunity Partners LLC | 0.68% | No change | 42,674 | $9.4M |
| MetLife Investment Management, LLC | 0.05% | Add +1.3% | 41,765 | $9.2M |
| Voya Investment Management LLC | 0.01% | Reduce -6.5% | 41,588 | $9.1M |
| State of Michigan Retirement System | 0.05% | Add +0.7% | 41,511 | $9.1M |
| Arizona State Retirement System | 0.06% | Add +1.4% | 41,307 | $9.1M |
| Carronade Capital Management, LP | 1.67% | Add +8.5% | 40,127 | $8.8M |
| Nan Shan Life Insurance Co., Ltd. | 0.21% | No change | 39,815 | $8.8M |
| Verition Fund Management LLC | 0.04% | Reduce -7.2% | 38,596 | $8.5M |
| Credit Agricole S A | 0.03% | Add +68.3% | 38,179 | $8.4M |
| New Age Alpha Advisors, LLC | 0.34% | Add +53908.6% | 37,806 | $8.3M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +2.1% | 37,454 | $8.3M |
| Public Sector Pension Investment Board | 0.03% | Add +48.9% | 36,885 | $8.1M |
| Adams Diversified Equity Fund, Inc. | 0.30% | New | 36,400 | $8.0M |
| Contravisory Investment Management, Inc. | 1.71% | New | 36,268 | $8.0M |
| Illinois Municipal Retirement Fund | 0.11% | Reduce -31.2% | 35,390 | $7.8M |
| Westpac Banking Corp. | 0.51% | Reduce -13.7% | 35,251 | $7.8M |
| Swedbank AB | 0.01% | No change | 34,791 | $7.7M |
| Corebridge Financial, Inc. | 0.04% | Reduce -1.7% | 34,674 | $7.6M |
| Swiss Life Asset Management Ltd | 0.06% | Add +16.1% | 34,099 | $7.5M |
| ProShare Advisors LLC | 0.02% | Add +6.6% | 33,033 | $7.3M |
| FIL Ltd | 0.01% | Reduce -10.9% | 32,214 | $7.1M |
| Huntington National Bank | 0.07% | Add +3.5% | 31,874 | $7.0M |
| USS Investment Management Ltd | 0.05% | Reduce -24.4% | 31,127 | $6.9M |
| CI Investments Inc. | 0.03% | Reduce -14.6% | 30,909 | $6.8M |
| Czech National Bank | 0.06% | Add +6.5% | 30,800 | $6.8M |
| FineMark National Bank & Trust | 0.24% | Reduce -1.2% | 30,792 | $6.8M |
| &partners | 0.08% | Add +64.3% | 29,949 | $6.6M |
| Mercer Global Advisors Inc. | 0.02% | New | 29,998 | $6.6M |
| Capital Fund Management S.A. | 0.07% | New | 29,995 | $6.6M |
| Metis Global Partners, LLC | 0.19% | Add +7.9% | 28,975 | $6.4M |
| Intact Investment Management Inc. | 0.22% | Reduce -8.4% | 28,500 | $6.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -0.8% | 28,338 | $6.2M |
| Amalgamated Bank | 0.05% | Reduce -0.2% | 27,849 | $6.1M |
| DNB Asset Management AS | 0.03% | Add +1.3% | 27,385 | $6.0M |
| Hantz Financial Services, Inc. | 0.10% | Reduce -3.6% | 27,278 | $6.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Add +14.8% | 27,237 | $6.0M |
| Yousif Capital Management, LLC | 0.07% | Reduce -3.4% | 27,042 | $5.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.3% | 26,953 | $5.9M |
| MAI Capital Management | 0.04% | Add +639.6% | 26,871 | $5.9M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -32.0% | 26,571 | $5.8M |
| Sarasin & Partners LLP | 0.06% | Reduce -6.7% | 26,521 | $5.8M |
| Squarepoint Ops LLC | 0.01% | Add +2.2% | 26,361 | $5.8M |
| GSI Capital Advisors LLC | 3.06% | Reduce -0.3% | 26,295 | $5.8M |
| Xponance LLC | 0.05% | Add +1.3% | 25,907 | $5.7M |
| Lombard Odier Asset Management (Europe) Ltd | 0.38% | No change | 25,119 | $5.5M |
| Tudor Investment Corporation | 0.06% | New | 24,090 | $5.3M |
| Quantinno Capital Management LP | 0.05% | Add +27.3% | 23,932 | $5.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +8.3% | 22,998 | $5.1M |
| Rwa Wealth Partners, LLC | 0.06% | Add +7.9% | 22,418 | $4.9M |
| Portfolio Design Labs, LLC | 1.01% | Add +27.0% | 22,356 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 22,204 | $4.9M |
| Pensionfund PDN | 3.02% | Reduce -19.9% | 22,120 | $4.9M |
| Advocate Group LLC | 0.91% | Reduce -2.1% | 21,999 | $4.8M |
| Riverview Capital Advisers, LLC | 1.45% | Reduce -0.2% | 21,866 | $4.8M |
| CIBC Asset Management Inc | 0.02% | Add +0.5% | 21,776 | $4.8M |
| Groupe la Francaise | 0.12% | — | 21,669 | $4.8M |
| Knights of Columbus Asset Advisors LLC | 0.31% | New | 21,275 | $4.7M |
| Nomura Holdings Inc. | 0.02% | New | 21,168 | $4.7M |
| New York Life Investment Management LLC | 0.05% | Reduce -44.0% | 21,077 | $4.6M |
| Acadian Asset Management LLC | 0.01% | Reduce -77.3% | 20,927 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.5% | 20,783 | $4.6M |
| Vident Advisory, LLC | 0.08% | Reduce -37.5% | 20,593 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | — | 20,523 | $4.5M |
| Abn Amro Investment Solutions | 0.08% | Reduce -3.4% | 20,258 | $4.5M |
| Westwood Holdings Group Inc. | 0.03% | Reduce -24.0% | 20,000 | $4.4M |
| Candriam S.C.A. | 0.03% | Add +0.9% | 19,972 | $4.4M |
| Bank of Nova Scotia | 0.01% | Reduce -2.0% | 19,883 | $4.4M |
| US Bancorp \de | 0.01% | Add +1.9% | 19,794 | $4.4M |
| Los Angeles Capital Management LLC | 0.02% | Reduce -0.7% | 19,639 | $4.3M |
| Greenland Capital Management LP | 0.86% | Reduce -51.9% | 19,248 | $4.2M |
| Pacer Advisors, Inc. | 0.01% | Reduce -31.1% | 19,017 | $4.2M |
| Ostrum Asset Management | 0.36% | Add +18.1% | 18,933 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -7.4% | 18,693 | $4.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 18,500 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 18,402 | $4.0M |
| ING Groep NV | 0.03% | Reduce -4.5% | 18,143 | $4.0M |
| Mechanics Bank Trust Department | 0.53% | Reduce -0.2% | 18,064 | $4.0M |
| Boothbay Fund Management, LLC | 0.12% | Add +14.7% | 17,907 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 17,819 | $3.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 17,400 | $3.8M |
| Achmea Investment Management B.V. | 0.06% | Add +66.8% | 17,277 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +5.7% | 17,244 | $3.8M |
| Holocene Advisors, LP | 0.01% | Add +3.3% | 17,200 | $3.8M |
| Shell Asset Management Co. | 0.17% | Reduce -5.2% | 17,178 | $3.8M |
| Mariner, LLC | 0.01% | Add +8.4% | 17,027 | $3.7M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.7% | 17,016 | $3.7M |
| Pallas Capital Advisors LLC | 0.16% | Reduce -1.5% | 16,896 | $3.7M |
| Triasima Portfolio Management inc. | 0.71% | New | 16,696 | $3.7M |
| QRG Capital Management, Inc. | 0.04% | Add +1.9% | 16,696 | $3.7M |
| Aurora Investment Managers, LLC. | 2.30% | Add +6.3% | 16,668 | $3.7M |
| Procyon Advisors, LLC | 0.23% | Add +6.9% | 16,137 | $3.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -15.7% | 16,030 | $3.5M |
| Kensington Investment Counsel, LLC | 1.44% | Add +40.3% | 15,646 | $3.4M |
| Nicola Wealth Management LTD. | 0.32% | Add +12.7% | 10,650 | $3.4M |
| Bessemer Group Inc. | 0.01% | Reduce -0.9% | 15,306 | $3.4M |
| Nan Fung Trinity (hk) Ltd. | 0.68% | No change | 15,200 | $3.3M |
| Spirit of America Management Corp. | 0.68% | No change | 15,190 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +31.2% | 14,998 | $3.3M |
| Brown Advisory Inc. | 0.00% | Reduce -3.6% | 14,823 | $3.3M |
| Elo Mutual Pension Insurance Co | 0.07% | Add +13.8% | 14,278 | $3.1M |
| Ethic Inc. | 0.06% | Add +26.1% | 13,955 | $3.1M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -3.7% | 13,668 | $3.0M |
| Dean Investment Associates, LLC | 0.43% | Add +4.5% | 13,649 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Add +9.7% | 13,638 | $3.0M |
| Ascent Group, LLC | 0.22% | Add +5.8% | 13,614 | $3.0M |
| Bremer Bank National Association | 0.59% | Reduce -0.4% | 13,588 | $3.0M |
| Mizuho Securities USA LLC | 0.05% | Add +46.2% | 13,463 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.0% | 13,159 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 12,961 | $2.9M |
| Azzad Asset Management Inc. | 0.55% | Add +3.7% | 12,911 | $2.8M |
| Norinchukin Bank, The | 0.06% | Add +4.0% | 12,872 | $2.8M |
| Malaga Cove Capital, LLC | 1.11% | Reduce -4.0% | 12,871 | $2.8M |
| Groupama Asset Managment | 0.06% | Reduce -59.1% | 12,701 | $2.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | New | 12,693 | $2.8M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.33% | Reduce -5.1% | 12,470 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | Add +4.6% | 12,460 | $2.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +21.6% | 12,438 | $2.7M |
| Carrera Capital Advisors | 0.63% | Add +33.6% | 12,231 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.6% | 12,179 | $2.7M |
| Jones Road Capital Management, L.P. | 2.45% | No change | 12,061 | $2.7M |
| Pensionfund Sabic | 0.66% | No change | 11,402 | $2.5M |
| GeoWealth Management, LLC | 0.08% | Add +26.7% | 11,204 | $2.5M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -0.9% | 11,114 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.2% | 11,100 | $2.4M |
| Tredje AP-fonden | 0.02% | Reduce -50.0% | 11,021 | $2.4M |
| Perpetual Ltd | 0.03% | Add +18.9% | 11,020 | $2.4M |
| Avanza Fonder AB | 0.07% | — | 10,998 | $2.4M |
| Martingale Asset Management L P | 0.06% | Reduce -68.2% | 10,659 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 10,586 | $2.3M |
| Creative Planning | 0.00% | Add +17.5% | 10,582 | $2.3M |
| Lynch Asset Management, Inc. | 0.94% | No change | 10,500 | $2.3M |
| Andra AP-fonden | 0.04% | Reduce -29.1% | 10,500 | $2.3M |
| DoubleLine ETF Adviser LP | 0.61% | Add +1.0% | 10,231 | $2.3M |
| Allstate Corp. | 0.07% | Reduce -53.0% | 10,210 | $2.2M |
| Vanderbilt University | 0.44% | Add +21.2% | 10,150 | $2.2M |
| Naviter Wealth, LLC | 0.27% | Add +9.5% | 9,972 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -35.4% | 10,004 | $2.2M |
| Kentucky Retirement Systems | 0.06% | Reduce -1.4% | 9,760 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -7.1% | 9,761 | $2.1M |
| Texas Yale Capital Corp. | 0.09% | No change | 9,758 | $2.1M |
| LDR Capital Management LLC | 3.99% | Add +9.2% | 9,474 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -15.6% | 9,203 | $2.0M |
| Blair William & Co. | 0.01% | Add +4.5% | 9,161 | $2.0M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.9% | 8,756 | $1.9M |
| Horizon Investments, LLC | 0.06% | Add +2.0% | 8,730 | $1.9M |
| Erste Asset Management GmbH | 0.02% | Add +9.0% | 8,500 | $1.9M |
| Sterling Capital Management LLC | 0.03% | Add +56.3% | 8,453 | $1.9M |
| NJ State Employees Deferred Compensation Plan | 0.22% | No change | 8,407 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.4% | 8,200 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -0.4% | 8,200 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +208.5% | 8,094 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -93.6% | 8,036 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +6.2% | 8,033 | $1.8M |
| Fifth Third Bancorp | 0.01% | Reduce -2.0% | 7,977 | $1.8M |
| Bank Ozk | 0.73% | Add +2.8% | 7,962 | $1.8M |
| Altshuler Shaham Ltd | 0.06% | No change | 7,800 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +26.9% | 7,758 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.5% | 7,711 | $1.7M |
| Panagora Asset Management Inc. | 0.01% | Reduce -97.5% | 7,702 | $1.7M |
| Securian Asset Management, Inc. | 0.05% | Reduce -2.2% | 7,633 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -5.0% | 7,600 | $1.7M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -6.5% | 7,574 | $1.7M |
| Red Spruce Capital, LLC | 0.74% | Add +1.9% | 7,545 | $1.7M |
| Dean Capital Management | 0.70% | Add +2.2% | 7,520 | $1.7M |
| Sterling Investment Management, LLC | 1.29% | Reduce -17.7% | 7,441 | $1.6M |
| RB Capital Management, LLC | 0.40% | Reduce -2.8% | 7,407 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.6% | 7,493 | $1.6M |
| Moran Wealth Management, LLC | 0.05% | Reduce -93.4% | 7,253 | $1.6M |
| Ossiam | 0.03% | Reduce -3.5% | 7,231 | $1.6M |
| Bayview Asset Management, LLC | 2.05% | Add +26.9% | 7,143 | $1.6M |
| Vinva Investment Management Ltd | 0.06% | Reduce -28.3% | 7,148 | $1.6M |
| Presima Securities ULC | 0.38% | Reduce -41.8% | 7,101 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -7.5% | 7,079 | $1.6M |
| Heitman Real Estate Securities LLC | 0.10% | Reduce -95.8% | 6,982 | $1.5M |
| Commerce Bank | 0.01% | Add +0.2% | 6,876 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +79.0% | 6,847 | $1.5M |
| Founders Financial Securities LLC | 0.14% | Add +2.7% | 6,843 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -40.6% | 6,835 | $1.5M |
| Group One Trading LLC | 0.05% | New | 6,812 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -2.9% | 6,727 | $1.5M |
| Moors & Cabot, Inc. | 0.07% | Reduce -0.4% | 6,707 | $1.5M |
| Ramirez Asset Management, Inc. | 0.30% | No change | 6,665 | $1.5M |
| Delphi Management Inc. | 1.42% | Reduce -2.6% | 6,663 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +12.0% | 6,512 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +2.3% | 6,353 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.03% | Add +13.5% | 6,300 | $1.4M |
| Great Lakes Retirement, Inc. | 0.18% | Reduce -0.4% | 6,159 | $1.4M |
| Wambolt & Associates, LLC | 0.44% | Reduce -12.1% | 6,197 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.9% | 6,097 | $1.3M |
| PGGM Investments | 0.02% | Add +6.9% | 6,076 | $1.3M |
| Klein Pavlis & Peasley Financial, Inc. | 1.07% | New | 6,005 | $1.3M |
| NEOS Investment Management LLC | 0.03% | Add +26.2% | 5,962 | $1.3M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +20.2% | 5,939 | $1.3M |
| Atom Investors LP | 0.16% | Reduce -67.4% | 5,884 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.7% | 10,207 | $1.3M |
| Sheaff Brock Investment Advisors, LLC | 0.11% | Reduce -1.6% | 5,806 | $1.3M |
| Next Capital Management LLC | 0.51% | No change | 5,650 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -89.2% | 5,609 | $1.2M |
| Arbor Capital Management Inc. | 1.21% | Reduce -5.3% | 5,695 | $1.2M |
| Savvy Advisors, Inc. | 0.15% | Add +18.4% | 5,587 | $1.2M |
| Narwhal Capital Management | 0.11% | New | 5,587 | $1.2M |
| Bull Street Advisors, LLC | 0.58% | No change | 5,440 | $1.2M |
| Caldwell Trust Co | 0.12% | Add +16.9% | 5,408 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +9.4% | 5,359 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Reduce -28.1% | 5,324 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 5,242 | $1.2M |
| iA Global Asset Management Inc. | 0.02% | Add +27.4% | 5,213 | $1.1M |
| Pasadena Private Wealth, LLC | 0.23% | Reduce -0.2% | 5,128 | $1.1M |
| Ar Asset Management Inc. | 0.25% | No change | 5,000 | $1.1M |
| USA Financial Formulas | 0.17% | New | 4,970 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -20.0% | 4,912 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +10.2% | 4,838 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +80.0% | 4,828 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +6.7% | 4,809 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -9.7% | 4,702 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 4,510 | $992K |
| Focus Partners Wealth | 0.00% | Add +96.2% | 4,463 | $982K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.3% | 4,422 | $973K |
| Prelude Capital Management, LLC | 0.08% | Reduce -29.9% | 4,292 | $944K |
| Guidance Capital, Inc. | 0.29% | Add +20.3% | 4,352 | $935K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -0.9% | 4,206 | $925K |
| Wedge Capital Management L L P | 0.02% | Reduce -1.1% | 4,195 | $923K |
| D. E. Shaw & Co. | 0.00% | Add +8.6% | 4,094 | $901K |
| XTX Topco Ltd | 0.08% | New | 4,088 | $899K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -1.3% | 4,063 | $894K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 4,061 | $893K |
| Hilltop National Bank | 0.27% | Add +10.3% | 4,018 | $884K |
| Investment Management Corp of Ontario | 0.03% | Reduce -14.9% | 4,004 | $881K |
| Winebrenner Capital Management LLC | 0.68% | — | 4,000 | $880K |
| American Assets Capital Advisers, LLC | 0.29% | Reduce -12.0% | 3,958 | $871K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | Reduce -66.1% | 3,943 | $867K |
| Penserra Capital Management LLC | 0.02% | Add +3.7% | 3,933 | $863K |
| Elevation Wealth Partners, LLC | 0.36% | Reduce -2.2% | 3,890 | $856K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -61.1% | 3,887 | $855K |
| Roundview Capital LLC | 0.06% | Add +7.6% | 3,884 | $854K |
| Farringdon Capital, Ltd. | 0.35% | — | 3,882 | $854K |
| Excalibur Management Corp. | 0.34% | Reduce -1.6% | 3,858 | $849K |
| Polymer Capital Management (US) LLC | 0.26% | — | 3,754 | $826K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +0.3% | 3,714 | $817K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.6% | 3,675 | $780K |
| Ofi Invest Asset Management | 0.02% | — | 3,624 | $770K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +2.6% | 3,392 | $746K |
| Grassi Investment Management | 0.06% | Reduce -6.9% | 3,385 | $745K |
| Capstone Investment Advisors, LLC | 0.01% | New | 3,380 | $743K |
| Plato Investment Management Ltd | 0.05% | No change | 3,315 | $732K |
| Lazard Asset Management LLC | 0.00% | Reduce -37.9% | 3,326 | $731K |
| High Probability Advisors, LLC | 0.13% | Add +36.9% | 3,318 | $730K |
| Capital Square, LLC | 0.41% | Add +8.4% | 3,326 | $714K |
| Jane Street Group, LLC | 0.00% | Reduce -92.0% | 3,197 | $703K |
| Baker Tilly Wealth Management, LLC | 0.28% | Add +10.8% | 3,189 | $702K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 3,174 | $698K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.0% | 3,138 | $690K |
| Kintegral Advisory, LLC | 0.06% | Reduce -4.5% | 3,015 | $668K |
| Greenleaf Trust | 0.01% | Add +2.4% | 3,028 | $666K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 3,021 | $665K |
| Cornerstone Advisors, LLC | 0.03% | No change | 3,000 | $660K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -1.0% | 2,968 | $653K |
| Harvest Fund Management Co., Ltd | 0.03% | Add +33.5% | 2,898 | $637K |
| Heritage Trust Co | 0.07% | — | 2,894 | $637K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.03% | No change | 2,866 | $635K |
| SVB Wealth LLC | 0.01% | New | 2,883 | $634K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +38.8% | 2,836 | $624K |
| Impact Partnership Wealth, LLC | 0.12% | New | 2,788 | $613K |
| Smartleaf Asset Management LLC | 0.06% | Add +10.1% | 2,784 | $612K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +19.7% | 2,778 | $611K |
| Agf Management Ltd. | 0.00% | Reduce -83.8% | 2,759 | $607K |
| UMB Bank, n.a. | 0.01% | Add +4.4% | 2,723 | $599K |
| Praxis Investment Management Inc. | 0.04% | Reduce -27.5% | 2,720 | $598K |
| Ballentine Partners, LLC | 0.01% | Add +4.8% | 2,710 | $596K |
| Stonegate Investment Group, LLC | 0.02% | Reduce -0.2% | 2,694 | $593K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.8% | 2,686 | $591K |
| Whittier Trust Co. | 0.01% | Reduce -7.0% | 2,669 | $587K |
| Walter Public Investments Inc. | 0.10% | Reduce -16.9% | 2,660 | $585K |
| GAMMA Investing LLC | 0.05% | Add +13.4% | 2,606 | $573K |
| GF Fund Management Co. LTD. | 0.01% | — | 2,584 | $568K |
| Empowered Funds, LLC | 0.01% | Add +10.2% | 2,575 | $566K |
| Unigestion Holding SA | 0.03% | No change | 2,564 | $564K |
| Park Avenue Securities LLC | 0.01% | Reduce -8.0% | 2,531 | $557K |
| Sompo Asset Management Co., Ltd. | 0.09% | No change | 2,530 | $557K |
| Lido Advisors, LLC | 0.00% | Add +4.7% | 2,502 | $555K |
| Exchange Traded Concepts, LLC | 0.01% | Add +0.7% | 2,513 | $553K |
| Private Advisor Group, LLC | 0.00% | Add +2.6% | 2,512 | $553K |
| Cambria Investment Management, L.P. | 0.03% | Add +30.2% | 2,494 | $549K |
| Edgestream Partners, L.P. | 0.02% | Reduce -87.6% | 2,486 | $547K |
| Siemens Fonds Invest GmbH | 0.06% | No change | 2,481 | $545K |
| Keybank National Association | 0.00% | Add +0.8% | 2,465 | $542K |
| Choreo, LLC | 0.01% | Reduce -9.6% | 2,464 | $542K |
| Legacy Capital Group California, Inc. | 0.16% | New | 2,402 | $528K |
| Mystic Asset Management, Inc. | 0.14% | No change | 2,390 | $526K |
| Mgo One Seven LLC | 0.02% | New | 2,366 | $520K |
| Prudential PLC | 0.00% | No change | 2,345 | $516K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.09% | Add +2.5% | 4,308 | $509K |
| Stableford Capital II LLC | 0.20% | Reduce -0.9% | 2,292 | $504K |
| Profund Advisors LLC | 0.02% | Reduce -42.9% | 2,273 | $500K |
| NewEdge Wealth, LLC | 0.01% | Add +12.2% | 2,271 | $500K |
| Fiduciary Trust Co | 0.01% | Reduce -14.2% | 2,241 | $493K |
| EntryPoint Capital, LLC | 0.21% | Add +129.7% | 2,240 | $493K |
| Intech Investment Management LLC | 0.00% | New | 2,229 | $490K |
| Lebenthal Global Advisors, LLC | 0.09% | Add +16.7% | 2,192 | $482K |
| Merit Financial Group, LLC | 0.01% | New | 2,163 | $476K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.6% | 2,145 | $472K |
| Dynamic Technology Lab Private Ltd | 0.08% | Add +121.8% | 2,125 | $467K |
| State of Wyoming | 0.06% | Add +433.8% | 2,119 | $466K |
| Brasada Capital Management, LP | 0.08% | No change | 2,140 | $462K |
| Mufg Securities Americas Inc. | 0.06% | — | 2,097 | $461K |
| EPG Wealth Management LLC | 0.12% | Reduce -4.5% | 2,088 | $459K |
| Prestige Wealth Management Group LLC | 0.09% | Add +10.9% | 2,049 | $454K |
| Everhart Financial Group, Inc. | 0.09% | Add +0.2% | 2,061 | $453K |
| Stephens Inc. | 0.01% | Reduce -5.9% | 2,042 | $449K |
| Tectonic Advisors LLC | 0.03% | Add +5.6% | 2,042 | $449K |
| Ellevest, Inc. | 0.03% | Add +10.9% | 2,019 | $444K |
| Probity Advisors, Inc. | 0.09% | Add +4.3% | 2,017 | $444K |
| Quantbot Technologies LP | 0.02% | New | 2,007 | $441K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 2,006 | $441K |
| Supplemental Annuity Collective Trust of NJ | 0.13% | No change | 2,000 | $440K |
| HighPoint Advisor Group LLC | 0.02% | Add +4.4% | 1,980 | $434K |
| Michelson Medical Research Foundation, Inc. | 0.36% | Reduce -88.1% | 1,947 | $428K |
| Bayesian Capital Management, LP | 0.05% | New | 1,942 | $427K |
| Tuttle Capital Management, LLC | 2.19% | Add +34.5% | 1,933 | $425K |
| Cwm, LLC | 0.00% | Add +17.4% | 1,924 | $423K |
| Larson Financial Group LLC | 0.02% | Add +23.8% | 1,922 | $423K |
| LJI Wealth Management, LLC | 0.08% | No change | 1,919 | $422K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -66.6% | 1,915 | $421K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -25.2% | 1,909 | $420K |
| Wolverine Trading, LLC | 0.01% | Add +62.4% | 1,892 | $416K |
| Meeder Advisory Services, Inc. | 0.03% | Add +11.1% | 1,866 | $411K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -34.0% | 1,777 | $391K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +132.6% | 1,756 | $386K |
| Strategic Blueprint, LLC | 0.02% | New | 1,737 | $382K |
| Evergreen Capital Management LLC | 0.01% | Add +0.5% | 1,695 | $376K |
| Archer Investment Corp | 0.10% | No change | 1,680 | $370K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.9% | 1,662 | $366K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.9% | 1,661 | $365K |
| West Oak Capital, LLC | 0.19% | No change | 1,620 | $356K |
| Signaturefd, LLC | 0.01% | Add +4.0% | 1,616 | $356K |
| Glenmede Trust Co. NA | 0.00% | Reduce -38.4% | 1,606 | $353K |
| Ascentis Independent Advisors | 0.07% | Reduce -0.4% | 1,601 | $352K |
| Bridgewater Associates | 0.00% | Add +77.2% | 1,600 | $352K |
| First Manhattan Co. Llc. | 0.00% | Add +2.5% | 1,569 | $348K |
| Bailard, Inc. | 0.01% | No change | 1,567 | $345K |
| Cypress Capital Group | 0.04% | Reduce -3.0% | 1,547 | $340K |
| Virtu Financial LLC | 0.02% | New | 1,545 | $340K |
| Bristlecone Advisors, LLC | 0.03% | No change | 1,531 | $337K |
| Checchi Capital Advisers, LLC | 0.03% | No change | 1,520 | $334K |
| Wealth Alliance, LLC | 0.04% | Reduce -1.0% | 1,519 | $334K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 1,516 | $333K |
| Centiva Capital, LP | 0.01% | Reduce -74.6% | 1,495 | $329K |
| Atlas Capital Advisors Inc. | 0.04% | New | 1,476 | $325K |
| American Investment Services, Inc. | 0.06% | No change | 1,465 | $322K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -4.6% | 1,464 | $322K |
| Garrison Point Advisors, LLC | 0.15% | No change | 1,460 | $321K |
| Parallel Advisors, LLC | 0.01% | Add +29.2% | 1,451 | $319K |
| Prudent Man Advisors, LLC | 0.12% | Reduce -9.5% | 1,446 | $318K |
| Cigna Investments Inc. | 0.06% | Reduce -1.5% | 1,440 | $317K |
| HB Wealth Management, LLC | 0.00% | Add +18.2% | 1,426 | $314K |
| Entropy Technologies, LP | 0.03% | New | 1,407 | $309K |
| True North Advisors, LLC | 0.07% | No change | 1,402 | $308K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,400 | $308K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -1.6% | 1,399 | $308K |
| Delta Investment Management, LLC | 0.06% | Reduce -0.1% | 1,385 | $305K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.8% | 1,384 | $304K |
| Allianz SE | 0.01% | New | 1,373 | $302K |
| Lafayette Investments, Inc. | 0.06% | No change | 1,350 | $297K |
| West Coast Financial LLC | 0.03% | Reduce -5.9% | 1,331 | $293K |
| Intrua Financial, LLC | 0.05% | Reduce -8.4% | 1,330 | $292K |
| Compound Planning, Inc. | 0.01% | Add +10.0% | 1,326 | $292K |
| Highline Wealth Partners LLC | 0.10% | Add +0.3% | 1,324 | $291K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -48.6% | 1,320 | $290K |
| Gratus Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 1,291 | $284K |
| Patrick M Sweeney & Associates, Inc. | 0.21% | No change | 1,268 | $279K |
| Savant Capital, LLC | 0.00% | Add +8.7% | 1,264 | $278K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +29.6% | 1,260 | $277K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.8% | 1,254 | $274K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 1,245 | $274K |
| Lederer & Associates Investment Counsel | 0.19% | Reduce -3.5% | 1,231 | $271K |
| Cetera Trust Company, N.A | 0.18% | Reduce -5.8% | 1,230 | $271K |
| Trillium Asset Management, LLC | 0.01% | Reduce -3.5% | 1,205 | $265K |
| Renaissance Group LLC | 0.01% | Reduce -7.3% | 1,202 | $264K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,205 | $264K |
| PFG Investments, LLC | 0.02% | Add +9.3% | 1,199 | $264K |
| Bleakley Financial Group, LLC | 0.01% | Add +1.2% | 1,193 | $262K |
| Boyd Watterson Asset Management LLC | 0.07% | Reduce -0.3% | 1,191 | $262K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -22.8% | 1,189 | $262K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.2% | 1,182 | $260K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,170 | $257K |
| Sandler Capital Management | 0.04% | No change | 1,150 | $253K |
| NorthRock Partners, LLC | 0.01% | Add +3.4% | 1,131 | $251K |
| Avestar Capital, LLC | 0.02% | New | 1,115 | $245K |
| Tobam | 0.07% | Reduce -13.8% | 1,115 | $245K |
| Quadrant Capital Group LLC | 0.02% | Add +8.1% | 1,111 | $244K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +0.8% | 1,095 | $241K |
| Aaron Wealth Advisors LLC | 0.03% | New | 1,092 | $240K |
| Jones Financial Companies LLLP | 0.00% | Add +466.7% | 1,088 | $239K |
| Phoenix Financial Ltd. | 0.00% | Reduce -26.3% | 1,078 | $237K |
| Raiffeisen Bank International AG | 0.00% | — | 1,067 | $235K |
| Foundations Investment Advisors, LLC | 0.00% | Add +14.2% | 1,062 | $234K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.9% | 1,047 | $232K |
| Wedmont Private Capital | 0.01% | Add +5.3% | 1,094 | $231K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.0% | 1,045 | $230K |
| Stanley-Laman Group, Ltd. | 0.03% | Add +4.1% | 1,040 | $229K |
| Cresset Asset Management, LLC | 0.00% | New | 1,033 | $229K |
| Segment Wealth Management, LLC | 0.02% | Add +1.0% | 1,035 | $228K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 1,021 | $225K |
| GC Wealth Management RIA, LLC | 0.04% | New | 1,009 | $222K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -11.8% | 1,005 | $221K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -93.1% | 1,000 | $220K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 1,000 | $220K |
| GAMCO Investors | 0.00% | New | 1,000 | $220K |
| Kestra Investment Management, LLC | 0.01% | Reduce -55.0% | 989 | $218K |
| Legacy Wealth Asset Management, LLC | 0.06% | Add +0.4% | 986 | $217K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.5% | 959 | $211K |
| Howard Capital Management, LLC | 0.00% | Add +3.0% | 946 | $208K |
| Mission Creek Capital Partners, Inc. | 0.05% | No change | 940 | $207K |
| Diversified Trust Co. | 0.01% | Reduce -95.0% | 939 | $207K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.9% | 929 | $206K |
| Conning Inc. | 0.01% | Reduce -15.6% | 922 | $203K |
| Citadel Advisors | 0.00% | Reduce -99.8% | 919 | $202K |
| Principal Securities, Inc. | 0.00% | Add +8.8% | 916 | $202K |
| RFG Advisory, LLC | 0.01% | Reduce -1.2% | 915 | $201K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -1.1% | 911 | $200K |
| Old North State Trust, LLC | 0.13% | New | 907 | $200K |
| NewEdge Advisors, LLC | 0.00% | Reduce -65.8% | 808 | $178K |
| Blue Trust, Inc. | 0.00% | Reduce -69.8% | 806 | $177K |
| Motco | 0.02% | No change | 794 | $175K |
| Heritage Wealth Advisors | 0.01% | Reduce -22.2% | 781 | $172K |
| SG Americas Securities, LLC | 0.00% | Reduce -99.6% | 763 | $168K |
| Allworth Financial LP | 0.00% | Add +47.8% | 761 | $163K |
| Kapitalo Investimentos Ltda | 0.10% | New | 698 | $154K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | Add +47.3% | 685 | $151K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -7.8% | 665 | $146K |
| Venturi Wealth Management, LLC | 0.01% | Add +130.8% | 607 | $134K |
| PFG Private Wealth Management, LLC | 0.07% | Reduce -0.5% | 562 | $124K |
| Global Retirement Partners, LLC | 0.00% | Add +146.2% | 544 | $120K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.1% | 538 | $118K |
| Sherman Asset Management, Inc. | 0.11% | — | 528 | $116K |
| Spire Wealth Management | 0.00% | Add +5.4% | 528 | $116K |
| Sentry Investment Management LLC | 0.05% | Reduce -14.0% | 524 | $115K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +59.9% | 478 | $105K |
| Loomis Sayles & Co. L P | 0.00% | Add +42.6% | 442 | $97K |
| Cromwell Holdings LLC | 0.06% | No change | 430 | $95K |
| Gold Investment Management Ltd. | 0.04% | No change | 378 | $83K |
| Silvant Capital Management LLC | 0.00% | No change | 375 | $82K |
| Sunbelt Securities, Inc. | 0.01% | No change | 367 | $81K |
| Catalyst Capital Advisors LLC | 0.00% | Add +312.5% | 363 | $80K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 369 | $79K |
| TD Private Client Wealth LLC | 0.00% | Add +0.3% | 346 | $76K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -69.1% | 308 | $75K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.6% | 336 | $74K |
| Geneos Wealth Management Inc. | 0.00% | No change | 312 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +11.1% | 311 | $68K |
| Generali Asset Management SPA SGR | 0.00% | — | 298 | $66K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -1.7% | 297 | $65K |
| Global X Japan Co., Ltd. | 0.01% | Add +12.5% | 297 | $65K |
| Sandy Spring Bank | 0.00% | No change | 288 | $63K |
| Wiser Advisor Group LLC | 0.09% | Add +0.7% | 285 | $63K |
| Bayforest Capital Ltd | 0.07% | — | 265 | $58K |
| Muzinich & Co., Inc. | 0.04% | No change | 251 | $55K |
| CoreCap Advisors, LLC | 0.00% | Add +58.9% | 251 | $55K |
| Legacy Bridge, LLC | 0.03% | No change | 250 | $55K |
| First Financial Corp. | 0.03% | Reduce -19.1% | 250 | $55K |
| Continuum Advisory, LLC | 0.01% | Add +12200.0% | 246 | $54K |
| Mather Group, Llc. | 0.00% | Add +20.9% | 243 | $53K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 241 | $53K |
| Wintrust Investments LLC | 0.04% | Reduce -12.7% | 234 | $51K |
| Arlington Trust Co LLC | 0.01% | No change | 227 | $50K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 225 | $49K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 205 | $45K |
| Covestor Ltd | 0.03% | Reduce -32.4% | 198 | $44K |
| Crowley Wealth Management, Inc. | 0.04% | — | 200 | $44K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | Add +13.2% | 197 | $43K |
| Versant Capital Management, Inc | 0.01% | Add +8.9% | 195 | $43K |
| Private Trust Co. NA | 0.00% | Add +2.8% | 186 | $41K |
| Brooklyn Investment Group | 0.01% | Add +8.2% | 185 | $41K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.0% | 172 | $38K |
| Capital Analysts, LLC | 0.00% | Reduce -22.2% | 165 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | Add +33.1% | 165 | $36K |
| Whipplewood Advisors, LLC | 0.02% | — | 163 | $36K |
| Arax Advisory Partners | 0.00% | Add +3.8% | 163 | $36K |
| Core Alternative Capital | 0.01% | No change | 159 | $35K |
| Ancora Advisors LLC | 0.00% | Add +1666.7% | 159 | $35K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 155 | $34K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 151 | $33K |
| Blume Capital Management, Inc. | 0.01% | No change | 150 | $33K |
| Old Second National Bank of Aurora | 0.01% | Add +2.1% | 143 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 141 | $31K |
| Montag A & Associates Inc. | 0.00% | No change | 137 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 137 | $30K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +19.5% | 135 | $30K |
| Byrne Asset Management LLC | 0.02% | Reduce -27.0% | 135 | $30K |
| IFP Advisors, Inc | 0.00% | Add +13.9% | 131 | $29K |
| Monetary Management Group Inc. | 0.01% | No change | 125 | $27K |
| CVA Family Office, LLC | 0.00% | Add +19.1% | 125 | $27K |
| Vision Financial Markets LLC | 0.02% | — | 100 | $22K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 99 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 94 | $21K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 92 | $20K |
| TruNorth Capital Management, LLC | 0.01% | No change | 87 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 87 | $19K |
| Colonial Trust Co / SC | 0.00% | Add +3.9% | 81 | $18K |
| MV Capital Management, Inc. | 0.00% | Add +1.3% | 81 | $18K |
| Meeder Asset Management Inc. | 0.00% | Reduce -2.4% | 80 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +670.0% | 77 | $17K |
| Trust Co. of Vermont | 0.00% | Add +461.5% | 73 | $16K |
| GW&K Investment Management, LLC | 0.00% | Add +2.7% | 75 | $16K |
| Rothschild Investment LLC | 0.00% | Add +14.3% | 72 | $16K |
| Bell Investment Advisors, Inc | 0.00% | No change | 69 | $15K |
| Rise Advisors, LLC | 0.01% | Reduce -38.0% | 62 | $14K |
| Maryland Capital Advisors Inc. | 0.01% | New | 58 | $13K |
| Quent Capital, LLC | 0.00% | Reduce -53.6% | 58 | $13K |
| Sierra Ocean, LLC | 0.01% | — | 57 | $13K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -5.2% | 55 | $12K |
| Smithfield Trust Co | 0.00% | No change | 52 | $11K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -16.7% | 50 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 47 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | Add +43.8% | 46 | $10K |
| Ridgewood Investments LLC | 0.00% | No change | 40 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -11.4% | 39 | $8K |
| General Partner, Inc. | 0.01% | No change | 38 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 37 | $8K |
| Asset Dedication, LLC | 0.00% | New | 37 | $8K |
| Avior Wealth Management, LLC | 0.00% | Add +15.6% | 37 | $8K |
| Minot DeBlois Advisors LLC | 0.01% | — | 35 | $8K |
| Aventura Private Wealth, LLC | 0.00% | — | 35 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 33 | $7K |
| Noble Wealth Management PBC | 0.00% | — | 32 | $7K |
| Raffa Wealth Management, LLC | 0.00% | Add +10.3% | 32 | $7K |
| Hemington Wealth Management | 0.00% | No change | 32 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 31 | $7K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -17.1% | 29 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 28 | $6K |
| Avion Wealth | 0.00% | Add +7.4% | 29 | $6K |
| Dunhill Financial, LLC | 0.00% | Add +36.8% | 26 | $6K |
| Grove Bank & Trust | 0.00% | Add +116.7% | 26 | $6K |
| Bogart Wealth, LLC | 0.00% | Add +116.7% | 26 | $6K |
| MRP Capital Investments, LLC | 0.01% | No change | 25 | $6K |
| Copia Wealth Management | 0.01% | — | 25 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +9.1% | 24 | $5K |
| Golden State Wealth Management, LLC | 0.00% | — | 22 | $5K |
| Painted Porch Advisors LLC | 0.00% | Add +46.7% | 22 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 21 | $5K |
| Hudson Edge Investment Partners Inc. | 0.00% | No change | 20 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -64.3% | 20 | $4K |
| MCF Advisors LLC | 0.00% | Add +18.8% | 19 | $4K |
| Holos Integrated Wealth LLC | 0.00% | — | 19 | $4K |
| Red Tortoise LLC | 0.00% | No change | 19 | $4K |
| High Note Wealth, LLC | 0.00% | New | 19 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -5.3% | 18 | $4K |
| WASHINGTON TRUST Co | 0.00% | No change | 18 | $4K |
| Abound Wealth Management | 0.00% | No change | 17 | $4K |
| Aspect Partners, LLC | 0.00% | Add +6.3% | 17 | $4K |
| NewSquare Capital LLC | 0.00% | New | 17 | $4K |
| Clean Yield Group | 0.00% | No change | 16 | $4K |
| WR Wealth Planners, LLC | 0.00% | Add +14.3% | 16 | $4K |
| Stance Capital LLC | 0.00% | — | 15 | $3K |
| Sachetta, LLC | 0.00% | No change | 14 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 14 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | New | 13 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | New | 13 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | New | 13 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 12 | $3K |
| Conquis Financial LLC | 0.00% | — | 11 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 9 | $2K |
| Clark Wealth Partners | 0.00% | — | 8 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 8 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 7 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 7 | $2K |
| TFC Financial Management, Inc. | 0.00% | No change | 7 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 7 | $2K |
| WPG Advisers, LLC | 0.00% | — | 6 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 6 | $1K |
| Nvwm, LLC | 0.00% | No change | 6 | $1K |
| Albion Financial Group | 0.00% | New | 6 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 5 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -44.4% | 5 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | — | 4 | $880 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 4 | $856 |
| Bokf, NA | 0.00% | Reduce -33.3% | 4 | $843 |
| Hexagon Capital Partners LLC | 0.00% | No change | 2 | $483 |
| Winnacle Wealth LLC | 0.00% | — | 3 | $456 |
| Values First Advisors, Inc. | 0.00% | Reduce -99.8% | 2 | $450 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 2 | $440 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2 | $440 |
| Activest Wealth Management | 0.00% | New | 2 | $440 |
| Sugar Maple Asset Management, LLC | 0.00% | New | 1 | $220 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $220 |
| New Millennium Group LLC | 0.00% | New | 1 | $220 |
| Transce3nd, LLC | 0.00% | — | 1 | $220 |
| Chesapeake Asset Management LLC | 0.00% | No change | 1 | $219 |
"% of holder's portfolio" is AVB's weight in each manager's 13F, not the share of Avalonbay Communities Inc. the manager owns.