Avalonbay CommunitiesAVB
13F holders, Q1 2025 (March 31)778holders +15
81new positions
68sold out
8famous investors
$214.65avg. 13F price*
At the end of Q1 2025, 778 institutions reported holding Avalonbay Communities Inc. (AVB) in their 13F filings, up 15 from Q4 2024. 81 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($4.9B), BlackRock, Inc. ($3.7B) and State Street Corp. ($2.0B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Avalonbay Communities Inc.
- CUSIP
- 053484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $323.4M |
| Exits | 68 | $234.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,838,841 shares bought and 6,690,056 shares sold, net −851,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 778 holders
| Vanguard Group Inc. | 0.09% | Add +0.4% | 22,672,682 | $4.9B |
| BlackRock, Inc. | 0.08% | Reduce -1.7% | 17,110,117 | $3.7B |
| State Street Corp. | 0.08% | Add +0.4% | 9,262,547 | $2.0B |
| Norges Bank | 0.21% | Add +0.0% | 6,817,480 | $1.5B |
| T. Rowe Price Associates Inc. | 0.15% | Add +7.1% | 5,520,036 | $1.2B |
| Principal Financial Group Inc. | 0.53% | Reduce -4.1% | 4,402,068 | $944.8M |
| JPMorgan Chase & Co. | 0.06% | Add +3.9% | 3,814,430 | $818.7M |
| Geode Capital Management, LLC | 0.06% | Add +3.4% | 3,818,015 | $817.0M |
| Northern Trust Corp. | 0.09% | Add +5.2% | 2,779,484 | $596.5M |
| Wellington Management Group LLP | 0.11% | Add +4.2% | 2,594,073 | $556.7M |
| Legal & General Group Plc | 0.14% | Add +8.8% | 2,384,826 | $511.8M |
| Cohen & Steers, Inc. | 0.94% | Reduce -24.7% | 2,355,857 | $505.6M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +0.8% | 2,285,889 | $490.6M |
| Dimensional Fund Advisors LP | 0.11% | Reduce -0.8% | 2,078,157 | $446.0M |
| Morgan Stanley | 0.03% | Add +11.2% | 1,823,267 | $391.3M |
| Clearbridge Investments, LLC | 0.33% | Reduce -0.6% | 1,776,146 | $381.2M |
| Canada Pension Plan Investment Board | 0.35% | Reduce -16.1% | 1,695,253 | $363.8M |
| Ameriprise Financial Inc. | 0.10% | Reduce -2.2% | 1,680,736 | $360.7M |
| Deutsche Bank AG | 0.13% | Reduce -22.8% | 1,559,332 | $334.7M |
| Invesco Ltd. | 0.06% | Add +5.1% | 1,523,934 | $327.1M |
| Nuveen, LLC | 0.09% | — | 1,305,684 | $280.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.1% | 1,086,407 | $233.2M |
| Bank of New York Mellon Corp | 0.04% | Add +0.5% | 988,604 | $212.2M |
| Duff & Phelps Investment Management Co. | 2.12% | Add +1.9% | 843,799 | $181.1M |
| Capital World Investors | 0.03% | New | 792,570 | $170.1M |
| Bank of America Corp. | 0.01% | Add +23.1% | 755,828 | $162.2M |
| Balyasny Asset Management L.P. | 0.40% | Add +8986.1% | 730,161 | $156.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Reduce -1.1% | 712,473 | $152.9M |
| HSBC Holdings PLC | 0.09% | Add +4.9% | 633,631 | $135.9M |
| Russell Investments Group, Ltd. | 0.18% | Reduce -12.0% | 607,899 | $130.5M |
| UBS Group AG | 0.03% | Add +39.2% | 589,219 | $126.5M |
| Aew Capital Management L P | 5.88% | Reduce -3.5% | 560,196 | $120.2M |
| CBRE Investment Management Listed Real Assets LLC | 1.66% | Add +29.3% | 501,309 | $107.6M |
| Macquarie Group Ltd. | 0.12% | Reduce -1.9% | 439,826 | $94.4M |
| Daiwa Securities Group Inc. | 0.39% | Reduce -21.8% | 433,669 | $93.1M |
| Schroder Investment Management Group | 0.09% | Add +2.3% | 407,632 | $86.3M |
| Swiss National Bank | 0.06% | Reduce -0.1% | 401,121 | $86.1M |
| CANADA LIFE ASSURANCE Co | 0.15% | Add +7.5% | 383,188 | $82.4M |
| Aberdeen Group plc | 0.16% | Add +17.2% | 381,696 | $81.7M |
| Amundi | 0.03% | Add +2.1% | 381,653 | $78.6M |
| Janus Henderson Group PLC | 0.04% | Reduce -9.6% | 347,460 | $74.2M |
| California Public Employees Retirement System | 0.05% | Add +0.3% | 345,746 | $74.2M |
| Adelante Capital Management LLC | 5.60% | Reduce -13.9% | 344,822 | $74.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +9.1% | 344,505 | $73.9M |
| Neuberger Berman Group LLC | 0.06% | Add +6.6% | 341,937 | $73.4M |
| Sei Investments Co. | 0.09% | Reduce -1.1% | 340,473 | $73.1M |
| Robeco Institutional Asset Management B.V. | 0.14% | Reduce -1.4% | 334,212 | $71.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.14% | Reduce -10.3% | 320,981 | $68.9M |
| Heitman Real Estate Securities LLC | 4.40% | Add +4435.2% | 316,645 | $68.0M |
| Lasalle Investment Management Securities LLC | 2.90% | Reduce -2.5% | 308,334 | $66.2M |
| Nordea Investment Management AB | 0.07% | Reduce -2.1% | 307,482 | $66.2M |
| Rhumbline Advisers | 0.06% | Add +4.8% | 299,097 | $64.2M |
| Asset Management One Co., Ltd. | 0.21% | Add +2.2% | 287,040 | $61.6M |
| BNP Paribas Financial Markets | 0.05% | Reduce -6.6% | 285,658 | $61.3M |
| Wells Fargo & Company | 0.01% | Add +5.2% | 280,530 | $60.2M |
| Public Employees Retirement System of Ohio | 0.22% | Add +3.2% | 276,835 | $59.4M |
| American Century Companies Inc. | 0.03% | Reduce -28.1% | 255,901 | $54.9M |
| M&T Bank Corp | 0.20% | Reduce -5.0% | 253,980 | $54.5M |
| Ferguson Wellman Capital Management, Inc. | 1.05% | Add +2.1% | 251,593 | $54.0M |
| FMR LLC | 0.00% | Reduce -3.0% | 249,832 | $53.6M |
| State of Tennessee, Department of Treasury | 0.20% | Add +2.5% | 246,094 | $52.8M |
| Barclays PLC | 0.02% | Add +13.5% | 245,041 | $52.6M |
| Franklin Resources Inc. | 0.02% | Add +8.0% | 241,256 | $51.8M |
| Nomura Asset Management Co. Ltd. | 0.16% | Add +4.5% | 241,197 | $51.8M |
| AXA S.A. | 0.17% | Reduce -11.8% | 237,621 | $51.0M |
| California State Teachers Retirement System | 0.06% | Add +0.0% | 232,142 | $49.8M |
| Utah Retirement Systems | 0.56% | No change | 226,696 | $48.7M |
| National Pension Service | 0.05% | Add +10.6% | 218,700 | $46.9M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -8.3% | 216,170 | $46.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.3% | 215,404 | $46.2M |
| Jupiter Asset Management Ltd. | 0.42% | No change | 204,318 | $43.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.3% | 184,572 | $39.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -89.6% | 184,366 | $39.6M |
| Allianz Asset Management GmbH | 0.06% | Reduce -4.7% | 183,821 | $39.5M |
| Bank of Montreal | 0.02% | Reduce -8.8% | 180,529 | $38.7M |
| Qube Research & Technologies Ltd | 0.06% | New | 179,121 | $38.4M |
| Pinebridge Investments, L.P. | 0.30% | New | 172,994 | $37.1M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -9.4% | 169,738 | $36.4M |
| Citigroup Inc. | 0.03% | Add +8.9% | 167,745 | $36.0M |
| Baron Capital (BAMCO) | 0.10% | Reduce -18.2% | 165,285 | $35.5M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 161,952 | $34.8M |
| Royal Bank of Canada | 0.01% | Reduce -5.0% | 156,689 | $33.6M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -31.0% | 155,849 | $33.4M |
| Victory Capital Management Inc. | 0.03% | Add +0.5% | 151,538 | $32.5M |
| Sun Life Financial Inc. | 2.04% | No change | 150,427 | $32.3M |
| Brookfield Corp | 0.04% | Add +5.6% | 148,961 | $32.0M |
| APG Asset Management US Inc. | 0.24% | Reduce -26.9% | 145,433 | $31.2M |
| STRS Ohio | 0.13% | Reduce -13.2% | 141,892 | $30.5M |
| State Board of Administration of Florida Retirement System | 0.05% | No change | 128,508 | $27.6M |
| Storebrand Asset Management As | 0.09% | Add +1.4% | 125,956 | $27.0M |
| Jennison Associates LLC | 0.02% | Reduce -3.3% | 124,096 | $26.6M |
| National Bank of Canada | 0.03% | Add +52.4% | 122,280 | $26.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Add +1.5% | 122,150 | $26.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +1.0% | 119,910 | $25.7M |
| APG Asset Management N.V. | 0.08% | Add +4.5% | 128,703 | $25.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.19% | — | 118,860 | $25.5M |
| Ensign Peak Advisors, Inc | 0.05% | Add +6.8% | 117,869 | $25.3M |
| Centersquare Investment Management LLC | 0.26% | No change | 115,790 | $24.9M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -3.7% | 115,461 | $24.8M |
| Sophron Capital Management L.P. | 8.22% | Add +110.8% | 112,631 | $24.2M |
| Retirement Systems of Alabama | 0.09% | Reduce -0.6% | 112,277 | $24.1M |
| Millennium Management | 0.02% | Reduce -52.6% | 111,108 | $23.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +2.1% | 102,686 | $22.0M |
| New York State Teachers Retirement System | 0.05% | Reduce -0.3% | 99,854 | $21.4M |
| Aviva PLC | 0.05% | Add +16.1% | 99,436 | $21.3M |
| DekaBank Deutsche Girozentrale | 0.04% | Add +1.8% | 100,334 | $21.1M |
| ExodusPoint Capital Management, LP | 0.27% | Reduce -51.5% | 96,919 | $20.8M |
| Investure, LLC | 1.38% | No change | 96,900 | $20.8M |
| AQR Capital Management | 0.02% | Add +16.8% | 90,674 | $19.5M |
| Handelsbanken Fonder AB | 0.08% | Reduce -1.7% | 90,131 | $19.3M |
| State of Wisconsin Investment Board | 0.05% | Add +8.1% | 89,867 | $19.3M |
| LPL Financial LLC | 0.01% | Add +11.2% | 89,067 | $19.1M |
| Danske Bank A/S | 0.06% | Reduce -9.7% | 88,666 | $19.0M |
| State of Alaska, Department of Revenue | 0.21% | Add +1.8% | 86,242 | $18.5M |
| TD Asset Management Inc | 0.02% | Add +25.9% | 85,391 | $18.3M |
| New York State Common Retirement Fund | 0.03% | Reduce -15.4% | 84,931 | $18.2M |
| Resona Asset Management Co.,Ltd. | 0.10% | Add +7.3% | 84,261 | $18.0M |
| Korea Investment CORP | 0.04% | Reduce -33.4% | 83,945 | $18.0M |
| Chilton Capital Management LLC | 0.77% | Reduce -0.3% | 81,849 | $17.7M |
| State of New Jersey Common Pension Fund D | 0.08% | Reduce -3.5% | 81,105 | $17.4M |
| Squarepoint Ops LLC | 0.04% | Add +207.6% | 81,094 | $17.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.10% | Add +3.0% | 78,615 | $16.9M |
| Royal London Asset Management Ltd. | 0.04% | Add +9.3% | 78,162 | $16.8M |
| Prudential Financial Inc. | 0.02% | Reduce -7.3% | 76,908 | $16.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.17% | Add +75.5% | 75,581 | $16.2M |
| Boston Trust Walden Corp | 0.12% | Reduce -4.7% | 75,542 | $16.2M |
| Gotham Asset Management | 0.14% | Add +50.1% | 75,446 | $16.2M |
| Susquehanna Fundamental Investments, LLC | 0.27% | Reduce -20.6% | 75,317 | $16.2M |
| Chevy Chase Trust Holdings, LLC | 0.05% | Reduce -0.3% | 75,268 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +0.8% | 74,393 | $16.0M |
| Tudor Investment Corporation | 0.14% | Add +202.8% | 72,942 | $15.7M |
| 1832 Asset Management L.P. | 0.03% | Add +13.1% | 72,770 | $15.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -2.7% | 72,354 | $15.5M |
| Employees Retirement System of Texas | 0.17% | Reduce -14.1% | 72,133 | $15.5M |
| UniSuper Management Pty Ltd | 0.11% | Add +30.5% | 69,784 | $15.0M |
| Avalon Trust Co | 1.19% | Reduce -1.0% | 69,655 | $14.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.9% | 69,414 | $14.9M |
| Toronto Dominion Bank | 0.04% | Reduce -9.5% | 68,759 | $14.8M |
| Van Eck Associates Corp. | 0.02% | Add +4.1% | 68,035 | $14.6M |
| Vert Asset Management LLC | 4.92% | Add +5.0% | 66,660 | $14.3M |
| Treasurer of the State of North Carolina | 0.06% | Add +1.3% | 64,914 | $13.9M |
| Uniplan Investment Counsel, Inc. | 1.39% | Reduce -7.1% | 64,424 | $13.8M |
| Nisa Investment Advisors, LLC | 0.07% | Reduce -9.5% | 63,129 | $13.7M |
| Swedbank AB | 0.02% | Add +77.0% | 61,588 | $13.2M |
| Pacific Heights Asset Management LLC | 0.88% | No change | 60,000 | $12.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Add +2.4% | 59,988 | $12.9M |
| KBC Group NV | 0.04% | Reduce -57.0% | 58,421 | $12.5M |
| Forsta Ap-Fonden | 0.09% | Add +20.1% | 57,900 | $12.4M |
| Cerity Partners LLC | 0.03% | Reduce -3.3% | 57,699 | $12.4M |
| Adams Diversified Equity Fund, Inc. | 0.49% | Add +58.2% | 57,600 | $12.4M |
| Cibc World Markets Corp. | 0.10% | Reduce -10.9% | 56,831 | $12.2M |
| Davis Selected Advisers | 0.07% | Add +0.8% | 56,650 | $12.2M |
| IFM Investors Pty Ltd | 0.13% | Reduce -7.1% | 55,702 | $12.0M |
| Hilton Capital Management, LLC | 1.00% | Add +1.5% | 54,573 | $11.7M |
| Cubist Systematic Strategies, LLC | 0.15% | New | 53,727 | $11.5M |
| Andra AP-fonden | 0.19% | Add +409.5% | 53,500 | $11.5M |
| Twinbeech Capital LP | 0.21% | New | 53,159 | $11.4M |
| Varma Mutual Pension Insurance Co | 0.10% | Reduce -10.0% | 52,461 | $11.3M |
| LBP Am SA | 0.17% | Add +3.4% | 52,030 | $11.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -1.3% | 51,559 | $11.1M |
| Landmark Investment Partners, L.P. | 3.46% | New | 51,525 | $11.1M |
| KLP Kapitalforvaltning As | 0.05% | Add +7.4% | 49,479 | $10.7M |
| Man Group plc | 0.03% | Reduce -11.8% | 49,626 | $10.7M |
| Payden & Rygel | 0.91% | Reduce -34.9% | 49,400 | $10.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.11% | Add +4.8% | 48,476 | $10.4M |
| Carronade Capital Management, LP | 1.76% | Add +20.1% | 48,185 | $10.3M |
| CIBC Asset Management Inc | 0.03% | Add +121.2% | 48,169 | $10.3M |
| &partners | 0.11% | Add +60.0% | 47,918 | $10.3M |
| Westpac Banking Corp. | 0.76% | Add +35.7% | 47,825 | $10.3M |
| Waterfront Capital Partners, LLC | 1.75% | Reduce -54.2% | 47,500 | $10.2M |
| Tidal Investments LLC | 0.09% | Reduce -45.7% | 47,058 | $10.1M |
| Caisse de depot et placement du Quebec | 0.02% | Reduce -35.0% | 47,054 | $10.1M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | Reduce -0.9% | 46,614 | $10.0M |
| Corient Private Wealth LP | 0.02% | Reduce -4.7% | 46,322 | $9.9M |
| Sienna Gestion | 0.80% | Reduce -6.1% | 47,144 | $9.8M |
| Illinois Municipal Retirement Fund | 0.14% | Add +26.6% | 44,786 | $9.6M |
| Vestcor Inc | 0.31% | Reduce -1.3% | 42,505 | $9.1M |
| Jane Street Group, LLC | 0.02% | Add +1226.3% | 42,402 | $9.1M |
| Voya Investment Management LLC | 0.01% | Add +0.5% | 41,790 | $9.0M |
| State of Michigan Retirement System | 0.05% | No change | 41,511 | $8.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +46.4% | 41,477 | $8.9M |
| Credit Agricole S A | 0.03% | Add +8.3% | 41,342 | $8.9M |
| New Age Alpha Advisors, LLC | 0.40% | Add +9.1% | 41,238 | $8.9M |
| Arizona State Retirement System | 0.06% | Reduce -0.4% | 41,133 | $8.8M |
| MetLife Investment Management, LLC | 0.05% | Reduce -1.9% | 40,952 | $8.8M |
| Narwhal Capital Management | 0.76% | Add +607.3% | 39,515 | $8.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +72.6% | 39,692 | $8.5M |
| Public Sector Pension Investment Board | 0.04% | Add +3.1% | 38,035 | $8.2M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +0.9% | 37,790 | $8.1M |
| Vident Advisory, LLC | 0.12% | Add +78.6% | 36,784 | $7.9M |
| Nomura Holdings Inc. | 0.04% | Add +67.2% | 35,402 | $7.6M |
| Contravisory Investment Management, Inc. | 1.57% | Reduce -4.2% | 34,764 | $7.5M |
| ProShare Advisors LLC | 0.02% | Add +3.6% | 34,220 | $7.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +200.8% | 33,386 | $7.2M |
| Corebridge Financial, Inc. | 0.04% | Reduce -3.3% | 33,520 | $7.2M |
| Huntington National Bank | 0.07% | Add +2.6% | 32,708 | $7.0M |
| Czech National Bank | 0.06% | Add +5.9% | 32,630 | $7.0M |
| Metis Global Partners, LLC | 0.20% | Add +12.2% | 32,507 | $7.0M |
| GSI Capital Advisors LLC | 3.54% | Add +19.7% | 31,469 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Add +41.4% | 31,396 | $6.7M |
| USS Investment Management Ltd | 0.05% | Add +0.1% | 31,147 | $6.7M |
| FIL Ltd | 0.01% | Reduce -3.9% | 30,964 | $6.6M |
| FineMark National Bank & Trust | 0.24% | Reduce -0.5% | 30,626 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -45.7% | 30,144 | $6.5M |
| Quantinno Capital Management LP | 0.04% | Add +25.6% | 30,054 | $6.5M |
| CI Investments Inc. | 0.03% | Reduce -3.6% | 29,799 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.5% | 28,938 | $6.2M |
| ASR Vermogensbeheer N.V. | 0.09% | — | 28,906 | $6.2M |
| SummitTX Capital, L.P. | 0.27% | — | 28,679 | $6.2M |
| Intact Investment Management Inc. | 0.21% | No change | 28,500 | $6.1M |
| Amalgamated Bank | 0.05% | Add +0.7% | 28,054 | $6.0M |
| First Trust Advisors LP | 0.01% | Reduce -42.6% | 27,853 | $6.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +1.1% | 27,245 | $5.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.04% | Reduce -0.1% | 27,204 | $5.8M |
| MAI Capital Management | 0.04% | Add +0.9% | 27,109 | $5.8M |
| Cibc World Market Inc. | 0.01% | Add +234.7% | 27,087 | $5.8M |
| DNB Asset Management AS | 0.03% | Reduce -1.9% | 26,855 | $5.8M |
| Hantz Financial Services, Inc. | 0.10% | Reduce -3.0% | 26,460 | $5.7M |
| Sarasin & Partners LLP | 0.06% | Reduce -0.3% | 26,444 | $5.7M |
| Yousif Capital Management, LLC | 0.07% | Reduce -2.3% | 26,426 | $5.7M |
| Abn Amro Investment Solutions | 0.12% | Add +29.6% | 26,258 | $5.6M |
| Edgestream Partners, L.P. | 0.19% | Add +954.9% | 26,224 | $5.6M |
| Xponance LLC | 0.05% | No change | 25,907 | $5.6M |
| D. E. Shaw & Co. | 0.01% | Add +498.0% | 24,482 | $5.3M |
| Mackenzie Financial Corp. | 0.01% | Add +52.5% | 24,439 | $5.2M |
| Groupe la Francaise | 0.11% | Add +13.2% | 24,536 | $5.2M |
| SG Americas Securities, LLC | 0.02% | Add +3071.6% | 24,199 | $5.2M |
| Holocene Advisors, LP | 0.02% | Add +39.8% | 24,044 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.3% | 23,330 | $5.0M |
| Achmea Investment Management B.V. | 0.07% | Add +33.5% | 23,068 | $5.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.06% | Reduce -13.2% | 23,071 | $5.0M |
| Quinn Opportunity Partners LLC | 0.35% | Reduce -46.1% | 23,000 | $4.9M |
| Citadel Advisors | 0.00% | Add +2370.7% | 22,706 | $4.9M |
| Rwa Wealth Partners, LLC | 0.06% | Add +1.2% | 22,677 | $4.9M |
| Riverview Capital Advisers, LLC | 1.47% | Reduce -0.1% | 21,854 | $4.7M |
| Advocate Group LLC | 0.85% | Reduce -1.5% | 21,667 | $4.7M |
| Knights of Columbus Asset Advisors LLC | 0.31% | No change | 21,275 | $4.6M |
| Engineers Gate Manager LP | 0.08% | New | 20,994 | $4.5M |
| New York Life Investment Management LLC | 0.05% | Reduce -0.4% | 20,991 | $4.5M |
| Teacher Retirement System of Texas | 0.02% | Reduce -75.1% | 20,794 | $4.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | No change | 20,523 | $4.4M |
| Pensionfund PDN | 2.86% | Reduce -9.0% | 20,120 | $4.3M |
| Westwood Holdings Group Inc. | 0.03% | Add +0.1% | 20,013 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +10.8% | 19,745 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 19,443 | $4.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +9.7% | 19,094 | $4.1M |
| Ostrum Asset Management | 0.21% | Reduce -1.6% | 18,623 | $4.0M |
| Ilmarinen Mutual Pension Insurance Co | 0.04% | No change | 18,500 | $4.0M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +21.7% | 18,252 | $3.9M |
| Procyon Advisors, LLC | 0.24% | Add +15.6% | 18,659 | $3.9M |
| SCS Capital Management LLC | 0.05% | New | 18,211 | $3.9M |
| ING Groep NV | 0.03% | Reduce -0.0% | 18,140 | $3.9M |
| Point72 Asset Management | 0.01% | Reduce -82.5% | 18,000 | $3.9M |
| Mechanics Bank Trust Department | 0.52% | Reduce -0.9% | 17,894 | $3.8M |
| Pallas Capital Advisors LLC | 0.16% | Add +5.5% | 17,829 | $3.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 17,789 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +2.8% | 17,721 | $3.8M |
| Bank of Nova Scotia | 0.01% | Reduce -13.4% | 17,225 | $3.7M |
| Aurora Investment Managers, LLC. | 2.30% | Add +1.7% | 16,951 | $3.6M |
| Spirit of America Management Corp. | 0.73% | Add +11.2% | 16,890 | $3.6M |
| Shell Asset Management Co. | 0.17% | Reduce -2.4% | 16,762 | $3.6M |
| Brown Advisory Inc. | 0.01% | Add +12.0% | 16,596 | $3.6M |
| Mariner, LLC | 0.01% | Reduce -2.8% | 16,544 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.9% | 16,520 | $3.5M |
| Kensington Investment Counsel, LLC | 1.57% | Add +5.2% | 16,460 | $3.5M |
| Triasima Portfolio Management inc. | 0.69% | Reduce -1.9% | 16,379 | $3.5M |
| Candriam S.C.A. | 0.02% | Reduce -18.5% | 16,273 | $3.5M |
| Nan Fung Trinity (hk) Ltd. | 0.54% | Add +4.6% | 15,900 | $3.4M |
| Ethic Inc. | 0.07% | Add +13.8% | 15,886 | $3.4M |
| Elo Mutual Pension Insurance Co | 0.08% | Add +10.5% | 15,773 | $3.4M |
| QRG Capital Management, Inc. | 0.03% | Reduce -6.7% | 15,574 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -17.1% | 15,492 | $3.3M |
| Verition Fund Management LLC | 0.02% | Reduce -60.3% | 15,326 | $3.3M |
| Abc Arbitrage SA | 0.60% | New | 15,118 | $3.2M |
| OP Asset Management Ltd | 0.05% | — | 15,091 | $3.2M |
| Allstate Corp. | 0.09% | Add +44.4% | 14,743 | $3.2M |
| Bremer Bank National Association | 0.56% | Add +7.2% | 14,561 | $3.1M |
| Dean Investment Associates, LLC | 0.46% | Add +5.4% | 14,385 | $3.1M |
| Swiss Life Asset Management Ltd | 0.02% | Reduce -58.2% | 14,255 | $3.1M |
| Norinchukin Bank, The | 0.06% | Add +10.3% | 14,194 | $3.0M |
| Y-Intercept (Hong Kong) Ltd | 0.20% | Add +244.6% | 13,992 | $3.0M |
| Aster Capital Management (DIFC) Ltd | 0.55% | New | 13,156 | $3.0M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 13,668 | $2.9M |
| L & S Advisors Inc | 0.41% | New | 13,638 | $2.9M |
| Jones Road Capital Management, L.P. | 3.51% | Add +12.8% | 13,600 | $2.9M |
| Azzad Asset Management Inc. | 0.34% | Add +3.3% | 13,335 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +2.3% | 13,253 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -2.7% | 13,265 | $2.8M |
| Malaga Cove Capital, LLC | 1.23% | Add +2.9% | 13,240 | $2.8M |
| Pacer Advisors, Inc. | 0.01% | Reduce -31.4% | 13,055 | $2.8M |
| Rakuten Investment Management, Inc. | 0.01% | — | 12,990 | $2.8M |
| Groupama Asset Managment | 0.06% | Add +1.6% | 12,899 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.2% | 12,737 | $2.7M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.34% | No change | 12,470 | $2.7M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.1% | 12,189 | $2.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -4.5% | 11,876 | $2.5M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -6.4% | 11,659 | $2.5M |
| Mizuho Securities USA LLC | 0.05% | Reduce -15.5% | 11,375 | $2.4M |
| SteelPeak Wealth, LLC | 0.10% | New | 10,941 | $2.4M |
| Tredje AP-fonden | 0.02% | No change | 11,021 | $2.4M |
| Panagora Asset Management Inc. | 0.01% | Add +41.3% | 10,880 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +2.7% | 10,869 | $2.3M |
| Avanza Fonder AB | 0.08% | Reduce -2.4% | 10,734 | $2.3M |
| Creative Planning | 0.00% | Add +0.6% | 10,648 | $2.3M |
| Integrated Advisors Network LLC | 0.12% | New | 10,619 | $2.3M |
| Perpetual Ltd | 0.03% | Reduce -3.8% | 10,600 | $2.3M |
| Lynch Asset Management, Inc. | 1.01% | No change | 10,500 | $2.3M |
| Martingale Asset Management L P | 0.06% | Reduce -2.0% | 10,446 | $2.2M |
| NEOS Investment Management LLC | 0.04% | Add +72.2% | 10,266 | $2.2M |
| Texas Yale Capital Corp. | 0.09% | Add +5.1% | 10,253 | $2.2M |
| Naviter Wealth, LLC | 0.27% | Add +2.7% | 10,241 | $2.2M |
| Capital International, Inc. | 0.03% | New | 10,086 | $2.2M |
| GeoWealth Management, LLC | 0.09% | Reduce -10.6% | 10,021 | $2.2M |
| Bayview Asset Management, LLC | 2.41% | Add +40.0% | 10,000 | $2.1M |
| Pensionfund Sabic | 0.63% | Reduce -13.2% | 9,902 | $2.1M |
| Kentucky Retirement Systems | 0.06% | Reduce -0.8% | 9,684 | $2.1M |
| Horizon Investments, LLC | 0.06% | Add +10.3% | 9,631 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +145.2% | 9,529 | $2.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -25.7% | 9,429 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.0% | 9,112 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +186.7% | 8,998 | $1.9M |
| MQS Management LLC | 1.09% | New | 8,830 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -4.0% | 8,799 | $1.9M |
| FORA Capital, LLC | 0.19% | New | 8,786 | $1.9M |
| Bank Ozk | 0.78% | Add +9.8% | 8,743 | $1.9M |
| Nebula Research & Development LLC | 0.17% | New | 8,711 | $1.9M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.0% | 8,666 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -15.1% | 8,493 | $1.8M |
| Erste Asset Management GmbH | 0.02% | No change | 8,500 | $1.8M |
| NJ State Employees Deferred Compensation Plan | 0.23% | No change | 8,407 | $1.8M |
| DoubleLine ETF Adviser LP | 0.59% | Reduce -19.4% | 8,247 | $1.8M |
| Gulf International Bank (UK) Ltd | 0.06% | Reduce -25.8% | 8,242 | $1.8M |
| Vanderbilt University | 0.34% | Reduce -19.2% | 8,202 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.8% | 8,050 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +0.2% | 7,990 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.7% | 7,980 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -2.7% | 7,980 | $1.7M |
| Founders Financial Securities LLC | 0.14% | Add +20.3% | 8,230 | $1.7M |
| Sterling Capital Management LLC | 0.03% | Reduce -6.4% | 7,915 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 7,892 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.13% | Add +15.0% | 7,859 | $1.7M |
| Altshuler Shaham Ltd | 0.04% | No change | 7,800 | $1.7M |
| Quantbot Technologies LP | 0.05% | Add +287.7% | 7,781 | $1.7M |
| Dean Capital Management | 0.72% | Add +2.9% | 7,740 | $1.7M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -21.2% | 7,693 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | No change | 7,600 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +6.7% | 7,555 | $1.6M |
| Securian Asset Management, Inc. | 0.05% | Reduce -1.3% | 7,533 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.1% | 7,498 | $1.6M |
| Red Spruce Capital, LLC | 0.75% | Reduce -1.8% | 7,413 | $1.6M |
| RB Capital Management, LLC | 0.40% | Reduce -1.0% | 7,334 | $1.6M |
| Presima Securities ULC | 0.35% | Add +2.6% | 7,286 | $1.6M |
| Vinva Investment Management Ltd | 0.06% | Add +1.9% | 7,286 | $1.6M |
| Moran Wealth Management, LLC | 0.05% | Reduce -0.9% | 7,188 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.7% | 7,119 | $1.5M |
| Penserra Capital Management LLC | 0.03% | Add +77.5% | 6,982 | $1.5M |
| Commerce Bank | 0.01% | Add +0.3% | 6,900 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.5% | 6,747 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.4% | 6,631 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | Reduce -1.5% | 6,627 | $1.4M |
| Klein Pavlis & Peasley Financial, Inc. | 1.02% | Add +9.7% | 6,587 | $1.4M |
| Moors & Cabot, Inc. | 0.07% | Reduce -2.4% | 6,548 | $1.4M |
| Ramirez Asset Management, Inc. | 0.29% | Reduce -1.9% | 6,541 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +35.4% | 6,536 | $1.4M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | — | 6,781 | $1.4M |
| Delphi Management Inc. | 1.43% | Reduce -2.1% | 6,525 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.6% | 6,466 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +1.0% | 6,417 | $1.4M |
| Great Lakes Retirement, Inc. | 0.18% | Add +3.2% | 6,354 | $1.4M |
| Federated Hermes, Inc. | 0.00% | Add +19.0% | 6,337 | $1.4M |
| E. Ohman J:or Asset Management AB | 0.04% | No change | 6,300 | $1.4M |
| Wambolt & Associates, LLC | 0.45% | Reduce -0.7% | 6,155 | $1.3M |
| PGGM Investments | 0.02% | No change | 6,076 | $1.3M |
| Sterling Investment Management, LLC | 0.91% | Reduce -20.0% | 5,953 | $1.3M |
| Figure 8 Investment Strategies LLC | 1.33% | New | 5,928 | $1.3M |
| Arbor Capital Management Inc. | 1.23% | Add +3.5% | 5,896 | $1.3M |
| Caldwell Trust Co | 0.13% | Add +8.3% | 5,856 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -62.0% | 5,812 | $1.2M |
| Savvy Advisors, Inc. | 0.12% | Add +3.6% | 5,789 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.11% | Reduce -0.9% | 5,754 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +9.2% | 5,722 | $1.2M |
| Townsquare Capital LLC | 0.01% | Add +3.2% | 5,532 | $1.2M |
| Bull Street Advisors, LLC | 0.56% | No change | 5,440 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +9.7% | 5,305 | $1.1M |
| Ossiam | 0.02% | Reduce -27.2% | 5,261 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +8.4% | 5,212 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.3% | 5,088 | $1.1M |
| Pasadena Private Wealth, LLC | 0.21% | Reduce -1.2% | 5,065 | $1.1M |
| Ar Asset Management Inc. | 0.25% | No change | 5,000 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.9% | 4,944 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -17.4% | 4,630 | $994K |
| American Assets Capital Advisers, LLC | 0.41% | Add +16.4% | 4,608 | $989K |
| Guidance Capital, Inc. | 0.30% | Add +6.7% | 4,645 | $986K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +11.7% | 4,538 | $974K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 4,519 | $970K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.2% | 4,431 | $951K |
| Bridgefront Capital, LLC | 0.27% | New | 4,393 | $943K |
| Two Sigma Securities, LLC | 0.14% | New | 4,357 | $935K |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -8.2% | 4,319 | $927K |
| iA Global Asset Management Inc. | 0.02% | Reduce -17.9% | 4,282 | $919K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -12.9% | 4,280 | $919K |
| Unigestion Holding SA | 0.05% | Add +66.1% | 4,259 | $914K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.4% | 4,148 | $890K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.06% | Reduce -4.3% | 4,125 | $885K |
| Investment Management Corp of Ontario | 0.02% | No change | 4,004 | $859K |
| Roundview Capital LLC | 0.06% | Add +1.7% | 3,950 | $848K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 3,943 | $846K |
| Elevation Wealth Partners, LLC | 0.36% | No change | 3,890 | $835K |
| Wedge Capital Management L L P | 0.02% | Reduce -9.4% | 3,799 | $815K |
| Excalibur Management Corp. | 0.32% | Reduce -2.2% | 3,773 | $810K |
| Wolverine Asset Management LLC | 0.06% | New | 3,748 | $804K |
| Polymer Capital Management (US) LLC | 0.24% | Reduce -2.1% | 3,675 | $789K |
| Intech Investment Management LLC | 0.01% | Add +63.6% | 3,647 | $783K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -81.6% | 3,605 | $774K |
| NewEdge Wealth, LLC | 0.01% | Add +53.3% | 3,482 | $747K |
| Plato Investment Management Ltd | 0.06% | Add +1.4% | 3,362 | $729K |
| MML Investors Services, LLC | 0.00% | Add +12.2% | 3,388 | $727K |
| Grassi Investment Management | 0.07% | No change | 3,385 | $726K |
| Invst, LLC | 0.10% | New | 3,380 | $725K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +18.5% | 3,361 | $721K |
| Ontario Teachers Pension Plan Board | 0.01% | Add +74.3% | 3,338 | $716K |
| Focus Partners Wealth | 0.00% | Reduce -25.6% | 3,320 | $713K |
| High Probability Advisors, LLC | 0.12% | No change | 3,318 | $712K |
| Twin Tree Management, LP | 0.02% | New | 3,308 | $710K |
| Two Sigma Investments, LP | 0.00% | Reduce -49.2% | 3,308 | $710K |
| United Services Automobile Association | 0.02% | New | 3,315 | $708K |
| Baker Tilly Wealth Management, LLC | 0.27% | Add +1.8% | 3,247 | $697K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 3,210 | $689K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -5.5% | 3,207 | $688K |
| Ofi Invest Asset Management | 0.02% | Reduce -4.9% | 3,446 | $685K |
| Intrua Financial, LLC | 0.11% | Add +139.2% | 3,181 | $683K |
| Capital Square, LLC | 0.40% | Reduce -4.4% | 3,181 | $683K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 3,177 | $682K |
| Quadrant Capital Group LLC | 0.03% | Add +182.1% | 3,134 | $673K |
| Park Avenue Securities LLC | 0.01% | Add +20.1% | 3,039 | $652K |
| Kintegral Advisory, LLC | 0.07% | Reduce -0.4% | 3,004 | $650K |
| Cornerstone Advisors, LLC | 0.03% | No change | 3,000 | $644K |
| Greenleaf Trust | 0.01% | Reduce -1.7% | 2,977 | $639K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.03% | No change | 2,866 | $619K |
| Heritage Trust Co | 0.07% | Reduce -1.8% | 2,843 | $610K |
| Agf Management Ltd. | 0.00% | Add +1.9% | 2,811 | $603K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 2,757 | $592K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +27.9% | 2,744 | $589K |
| Exchange Traded Concepts, LLC | 0.01% | Add +9.0% | 2,739 | $588K |
| UMB Bank, n.a. | 0.01% | Add +0.4% | 2,733 | $587K |
| Empowered Funds, LLC | 0.01% | Add +5.8% | 2,723 | $584K |
| Praxis Investment Management Inc. | 0.04% | No change | 2,720 | $584K |
| GF Fund Management Co. LTD. | 0.01% | Add +4.3% | 2,694 | $578K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,686 | $576K |
| Banque Cantonale Vaudoise | 0.03% | — | 2,675 | $574K |
| Walter Public Investments Inc. | 0.11% | No change | 2,660 | $571K |
| Whittier Trust Co. | 0.01% | Reduce -0.4% | 2,659 | $571K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -4.6% | 2,657 | $568K |
| Wolverine Trading, LLC | 0.02% | Add +40.0% | 2,649 | $566K |
| Ballentine Partners, LLC | 0.01% | Reduce -3.1% | 2,627 | $564K |
| Lido Advisors, LLC | 0.00% | Add +3.1% | 2,580 | $558K |
| Siemens Fonds Invest GmbH | 0.04% | Add +4.8% | 2,600 | $558K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -4.3% | 2,577 | $553K |
| GAMMA Investing LLC | 0.04% | Reduce -1.6% | 2,565 | $551K |
| Cresset Asset Management, LLC | 0.00% | Add +144.9% | 2,530 | $547K |
| Sompo Asset Management Co., Ltd. | 0.10% | No change | 2,530 | $543K |
| Mufg Securities Americas Inc. | 0.06% | Add +19.9% | 2,515 | $540K |
| Larson Financial Group LLC | 0.03% | Add +30.0% | 2,499 | $536K |
| Keybank National Association | 0.00% | Add +0.2% | 2,471 | $530K |
| Tuttle Capital Management, LLC | 2.31% | Add +26.8% | 2,450 | $526K |
| Jump Financial, LLC | 0.01% | New | 2,450 | $526K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.8% | 2,442 | $524K |
| EntryPoint Capital, LLC | 0.24% | Add +8.9% | 2,440 | $524K |
| Choreo, LLC | 0.01% | Reduce -2.4% | 2,405 | $520K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +72.8% | 2,418 | $519K |
| SVB Wealth LLC | 0.02% | Reduce -16.2% | 2,415 | $518K |
| Mystic Asset Management, Inc. | 0.14% | No change | 2,390 | $513K |
| Legacy Capital Group California, Inc. | 0.18% | Reduce -1.9% | 2,357 | $506K |
| Lebenthal Global Advisors, LLC | 0.09% | Add +7.2% | 2,349 | $504K |
| Private Wealth Asset Management, LLC | 0.07% | — | 2,348 | $504K |
| Prudential PLC | 0.00% | No change | 2,345 | $503K |
| Canton Hathaway, LLC | 0.10% | New | 2,300 | $494K |
| HighPoint Advisor Group LLC | 0.03% | Add +20.4% | 2,383 | $494K |
| Arkadios Wealth Advisors | 0.02% | New | 2,288 | $491K |
| Everhart Financial Group, Inc. | 0.07% | Add +10.5% | 2,277 | $489K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.4% | 2,596 | $486K |
| Mgo One Seven LLC | 0.02% | Reduce -4.8% | 2,253 | $484K |
| Fiduciary Trust Co | 0.01% | Reduce -0.0% | 2,240 | $481K |
| Probity Advisors, Inc. | 0.09% | Add +8.2% | 2,183 | $469K |
| EPG Wealth Management LLC | 0.13% | Add +3.2% | 2,155 | $463K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.4% | 2,133 | $458K |
| Tectonic Advisors LLC | 0.03% | Add +3.9% | 2,122 | $456K |
| Prestige Wealth Management Group LLC | 0.10% | Add +2.1% | 2,093 | $453K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -29.3% | 2,098 | $450K |
| Ellevest, Inc. | 0.03% | Add +3.2% | 2,084 | $447K |
| Stephens Inc. | 0.01% | Add +1.7% | 2,076 | $445K |
| AlphaCore Capital LLC | 0.04% | New | 2,035 | $440K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -17.9% | 2,048 | $440K |
| Lazard Asset Management LLC | 0.00% | Reduce -39.5% | 2,014 | $432K |
| Winebrenner Capital Management LLC | 0.39% | Reduce -50.0% | 2,000 | $429K |
| Supplemental Annuity Collective Trust of NJ | 0.13% | No change | 2,000 | $429K |
| Checchi Capital Advisers, LLC | 0.03% | Add +30.0% | 1,976 | $424K |
| Meeder Advisory Services, Inc. | 0.02% | Add +2.5% | 1,912 | $410K |
| Evergreen Capital Management LLC | 0.01% | Add +11.0% | 1,881 | $407K |
| Profund Advisors LLC | 0.02% | Reduce -16.7% | 1,894 | $406K |
| Cwm, LLC | 0.00% | Reduce -3.7% | 1,852 | $397K |
| Strategic Blueprint, LLC | 0.02% | Add +6.3% | 1,846 | $396K |
| Interchange Capital Partners, LLC | 0.11% | New | 1,833 | $393K |
| HB Wealth Management, LLC | 0.00% | Add +26.6% | 1,806 | $388K |
| Farringdon Capital, Ltd. | 0.19% | Reduce -53.6% | 1,800 | $386K |
| LMR Partners LLP | 0.01% | New | 1,799 | $386K |
| Freestone Grove Partners LP | 0.00% | New | 1,728 | $371K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.7% | 1,690 | $363K |
| Archer Investment Corp | 0.09% | No change | 1,680 | $361K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +0.7% | 1,672 | $359K |
| Ascentis Independent Advisors | 0.07% | Add +3.8% | 1,661 | $356K |
| Glenmede Trust Co. NA | 0.00% | Add +3.0% | 1,655 | $355K |
| West Oak Capital, LLC | 0.20% | Add +0.9% | 1,635 | $351K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -8.1% | 1,633 | $351K |
| Wealth Alliance, LLC | 0.04% | Add +7.4% | 1,631 | $350K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +22.8% | 1,621 | $348K |
| Bailard, Inc. | 0.01% | Add +2.1% | 1,600 | $343K |
| Signaturefd, LLC | 0.01% | Reduce -2.7% | 1,572 | $337K |
| Magnetar Financial LLC | 0.00% | New | 1,558 | $334K |
| Perbak Capital Partners LLP | 0.25% | New | 1,547 | $332K |
| Bristlecone Advisors, LLC | 0.03% | No change | 1,531 | $329K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 1,516 | $325K |
| HRT Financial LP | 0.00% | New | 1,499 | $321K |
| American Investment Services, Inc. | 0.06% | Add +1.2% | 1,482 | $318K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 1,476 | $317K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -22.9% | 1,472 | $316K |
| Prudent Man Advisors, LLC | 0.11% | No change | 1,446 | $310K |
| MBB Public Markets I LLC | 0.04% | New | 1,440 | $309K |
| Brasada Capital Management, LP | 0.06% | Reduce -23.4% | 1,640 | $307K |
| Garrison Point Advisors, LLC | 0.15% | Reduce -2.4% | 1,425 | $306K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -3.0% | 1,420 | $305K |
| Cigna Investments Inc. | 0.06% | Reduce -1.5% | 1,418 | $304K |
| True North Advisors, LLC | 0.05% | No change | 1,402 | $301K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,400 | $300K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,384 | $297K |
| Lafayette Investments, Inc. | 0.06% | No change | 1,350 | $290K |
| Sig Brokerage, LP | 0.08% | New | 1,341 | $288K |
| State of Wyoming | 0.04% | Reduce -37.5% | 1,325 | $284K |
| Highline Wealth Partners LLC | 0.10% | Reduce -0.5% | 1,318 | $283K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -34.5% | 1,314 | $282K |
| Warwick Investment Management, Inc. | 0.06% | New | 1,301 | $279K |
| West Coast Financial LLC | 0.03% | Reduce -2.5% | 1,297 | $278K |
| PFG Investments, LLC | 0.02% | Add +7.8% | 1,292 | $277K |
| Savant Capital, LLC | 0.00% | Add +1.7% | 1,286 | $276K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.3% | 1,273 | $273K |
| Patrick M Sweeney & Associates, Inc. | 0.20% | No change | 1,268 | $272K |
| Gratus Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 1,254 | $269K |
| Cetera Trust Company, N.A | 0.17% | No change | 1,230 | $264K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -0.2% | 1,252 | $260K |
| Lederer & Associates Investment Counsel | 0.19% | Reduce -1.8% | 1,209 | $259K |
| Pacific Sun Financial Corp | 0.15% | New | 1,199 | $257K |
| Quantitative Investment Management, LLC | 0.02% | New | 1,190 | $255K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.8% | 1,187 | $255K |
| Segment Wealth Management, LLC | 0.02% | Add +14.6% | 1,186 | $255K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,170 | $251K |
| DAVENPORT & Co LLC | 0.00% | Add +21.9% | 1,169 | $251K |
| Compound Planning, Inc. | 0.01% | Reduce -12.2% | 1,164 | $250K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,205 | $248K |
| Sandler Capital Management | 0.08% | No change | 1,150 | $247K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.7% | 1,150 | $247K |
| Farther Finance Advisors, LLC | 0.01% | Add +14.2% | 1,148 | $246K |
| Renaissance Group LLC | 0.01% | Reduce -5.1% | 1,141 | $245K |
| Avestar Capital, LLC | 0.02% | Add +0.8% | 1,124 | $241K |
| GC Wealth Management RIA, LLC | 0.04% | Add +9.6% | 1,106 | $237K |
| Blue Trust, Inc. | 0.00% | Add +36.4% | 1,099 | $236K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.8% | 1,077 | $233K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.8% | 1,085 | $233K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -0.9% | 1,085 | $233K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +1.0% | 1,057 | $229K |
| Stanley-Laman Group, Ltd. | 0.04% | Add +2.0% | 1,061 | $228K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -3.1% | 1,058 | $227K |
| Carrera Capital Advisors | 0.05% | Reduce -91.5% | 1,037 | $224K |
| Entropy Technologies, LP | 0.02% | Reduce -26.3% | 1,037 | $223K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 1,021 | $219K |
| Advisor Resource Council | 0.02% | New | 2,425 | $216K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.7% | 1,005 | $216K |
| Phoenix Financial Ltd. | 0.00% | Reduce -7.1% | 1,001 | $216K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 1,000 | $215K |
| Fox Run Management, L.L.C. | 0.03% | New | 984 | $211K |
| Legacy Wealth Asset Management, LLC | 0.06% | Reduce -0.7% | 979 | $210K |
| Wedmont Private Capital | 0.01% | Reduce -0.6% | 1,087 | $210K |
| Freedom Investment Management, Inc. | 0.02% | New | 965 | $207K |
| Principal Securities, Inc. | 0.00% | No change | 916 | $202K |
| Old North State Trust, LLC | 0.13% | No change | 907 | $200K |
| CX Institutional | 0.01% | New | 915 | $196K |
| Allworth Financial LP | 0.00% | Add +14.7% | 873 | $180K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -71.0% | 839 | $180K |
| Motco | 0.02% | Add +1.6% | 807 | $173K |
| Kestra Investment Management, LLC | 0.00% | Reduce -19.9% | 792 | $170K |
| Auto-Owners Insurance Co | 0.00% | Reduce -84.3% | 10,200 | $158K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.2% | 734 | $158K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.05% | No change | 685 | $147K |
| Brooklyn Investment Group | 0.03% | Add +265.9% | 677 | $145K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 665 | $143K |
| Dynamic Wealth Strategies, LLC | 0.12% | New | 654 | $140K |
| Jones Financial Companies LLLP | 0.00% | Reduce -42.4% | 627 | $134K |
| Versant Capital Management, Inc | 0.02% | Add +203.6% | 592 | $127K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +144.0% | 588 | $126K |
| PFG Private Wealth Management, LLC | 0.07% | Add +3.9% | 584 | $125K |
| Spire Wealth Management | 0.00% | Add +6.8% | 564 | $121K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -54.2% | 545 | $117K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.5% | 530 | $114K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -69.9% | 529 | $114K |
| Sherman Asset Management, Inc. | 0.11% | No change | 528 | $113K |
| Catalyst Capital Advisors LLC | 0.00% | Add +45.2% | 527 | $113K |
| Tobam | 0.05% | Reduce -53.9% | 514 | $110K |
| Alpine Bank Wealth Management | 0.02% | — | 484 | $104K |
| Geneos Wealth Management Inc. | 0.00% | Add +52.2% | 475 | $102K |
| Tompkins Financial Corp. | 0.01% | New | 450 | $97K |
| Cromwell Holdings LLC | 0.06% | Add +1.9% | 438 | $95K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.1% | 396 | $85K |
| Gold Investment Management Ltd. | 0.03% | No change | 378 | $81K |
| Silvant Capital Management LLC | 0.00% | No change | 375 | $80K |
| Global X Japan Co., Ltd. | 0.01% | Add +24.9% | 371 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.3% | 368 | $79K |
| Bear Mountain Capital, Inc. | 0.03% | Add +0.3% | 370 | $77K |
| Lindbrook Capital, LLC | 0.01% | Add +14.8% | 357 | $77K |
| Sentry Investment Management LLC | 0.05% | Reduce -23.1% | 403 | $76K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +10.4% | 340 | $73K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -3.9% | 323 | $69K |
| Covestor Ltd | 0.05% | Add +61.1% | 319 | $69K |
| Caitong International Asset Management Co., Ltd | 0.05% | New | 321 | $69K |
| Generali Asset Management SPA SGR | 0.00% | No change | 298 | $64K |
| Inlight Wealth Management, LLC | 0.04% | New | 289 | $62K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -35.1% | 287 | $62K |
| Sandy Spring Bank | 0.00% | No change | 288 | $62K |
| TD Private Client Wealth LLC | 0.00% | Reduce -16.8% | 288 | $62K |
| Wiser Advisor Group LLC | 0.09% | Add +1.1% | 288 | $62K |
| Mather Group, Llc. | 0.00% | Add +9.1% | 265 | $57K |
| Muzinich & Co., Inc. | 0.03% | No change | 251 | $54K |
| First Financial Corp. | 0.03% | No change | 250 | $54K |
| Capital Analysts, LLC | 0.00% | Add +48.5% | 245 | $53K |
| Continuum Advisory, LLC | 0.01% | Reduce -2.4% | 240 | $52K |
| Heritage Wealth Advisors | 0.00% | Reduce -69.5% | 238 | $51K |
| Zions Bancorporation, National Association | 0.00% | — | 235 | $50K |
| Arlington Trust Co LLC | 0.01% | No change | 227 | $49K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 225 | $48K |
| Arax Advisory Partners | 0.00% | Add +36.2% | 222 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -27.9% | 214 | $46K |
| Keystone Global Partners, LLC | 0.03% | — | 209 | $45K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 205 | $44K |
| Private Trust Co. NA | 0.00% | Add +9.7% | 204 | $44K |
| Crowley Wealth Management, Inc. | 0.04% | No change | 200 | $43K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | Reduce -1.5% | 194 | $42K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.7% | 175 | $38K |
| Rosenberg Matthew Hamilton | 0.01% | Add +5.5% | 174 | $37K |
| Whipplewood Advisors, LLC | 0.02% | Add +12.3% | 183 | $35K |
| Harbour Investments, Inc. | 0.00% | Add +3.9% | 161 | $35K |
| Core Alternative Capital | 0.01% | No change | 159 | $34K |
| Ancora Advisors LLC | 0.00% | No change | 159 | $34K |
| Brown Brothers Harriman & Co. | 0.00% | Add +243.5% | 158 | $34K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +13.3% | 153 | $33K |
| Opal Wealth Advisors, LLC | 0.01% | New | 153 | $33K |
| Legacy Bridge, LLC | 0.02% | Reduce -40.0% | 150 | $32K |
| Blume Capital Management, Inc. | 0.01% | No change | 150 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 141 | $30K |
| Old Second National Bank of Aurora | 0.01% | Reduce -2.1% | 140 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 137 | $29K |
| Proathlete Wealth Management LLC | 0.01% | New | 135 | $29K |
| IFP Advisors, Inc | 0.00% | Add +3.8% | 136 | $29K |
| Byrne Asset Management LLC | 0.03% | No change | 135 | $29K |
| Monetary Management Group Inc. | 0.01% | No change | 125 | $27K |
| CVA Family Office, LLC | 0.00% | Reduce -14.4% | 107 | $23K |
| Sound Income Strategies, LLC | 0.00% | Add +37.7% | 106 | $23K |
| Vision Financial Markets LLC | 0.02% | No change | 100 | $21K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 100 | $21K |
| Clearstead Trust, LLC | 0.00% | New | 100 | $21K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 99 | $21K |
| Hughes Financial Services, LLC | 0.00% | New | 98 | $21K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 100 | $21K |
| Quent Capital, LLC | 0.00% | Add +65.5% | 96 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 94 | $20K |
| Colonial Trust Co / SC | 0.00% | Add +9.9% | 89 | $19K |
| TruNorth Capital Management, LLC | 0.00% | No change | 87 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 87 | $19K |
| HM Payson & Co. | 0.00% | New | 85 | $18K |
| Sierra Ocean, LLC | 0.01% | Add +40.4% | 80 | $17K |
| Rothschild Investment LLC | 0.00% | Add +9.7% | 79 | $17K |
| MV Capital Management, Inc. | 0.00% | Reduce -3.7% | 78 | $17K |
| GW&K Investment Management, LLC | 0.00% | No change | 75 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 73 | $16K |
| Montag A & Associates Inc. | 0.00% | Reduce -47.5% | 72 | $16K |
| NewSquare Capital LLC | 0.00% | Add +323.5% | 72 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 71 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 69 | $15K |
| AlphaQuest LLC | 0.00% | New | 65 | $14K |
| Rise Advisors, LLC | 0.01% | Reduce -6.5% | 58 | $12K |
| Saudi Central Bank | 0.06% | New | 56 | $12K |
| First Pacific Financial | 0.00% | New | 54 | $12K |
| Meeder Asset Management Inc. | 0.00% | Reduce -33.8% | 53 | $11K |
| Smithfield Trust Co | 0.00% | No change | 52 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 47 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 49 | $10K |
| Wolff Wiese Magana LLC | 0.01% | New | 46 | $10K |
| Point72 (DIFC) Ltd | 0.00% | New | 45 | $10K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 42 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 40 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Add +700.0% | 40 | $9K |
| WPG Advisers, LLC | 0.01% | Add +550.0% | 39 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | New | 38 | $8K |
| General Partner, Inc. | 0.01% | No change | 38 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -84.9% | 38 | $8K |
| Fortitude Family Office, LLC | 0.00% | No change | 37 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 35 | $8K |
| Noble Wealth Management PBC | 0.00% | No change | 32 | $7K |
| Kozak & Associates, Inc. | 0.00% | No change | 33 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 31 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -14.7% | 29 | $6K |
| Avion Wealth | 0.00% | No change | 29 | $6K |
| Hemington Wealth Management | 0.00% | Reduce -9.4% | 29 | $6K |
| Bogart Wealth, LLC | 0.00% | Add +7.7% | 28 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 27 | $6K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -15.6% | 27 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +16.7% | 28 | $6K |
| Grove Bank & Trust | 0.00% | No change | 26 | $6K |
| ORG Partners LLC | 0.00% | New | 26 | $6K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -28.6% | 25 | $5K |
| Copia Wealth Management | 0.01% | No change | 25 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -10.7% | 25 | $5K |
| Morse Asset Management, Inc | 0.00% | New | 24 | $5K |
| City Holding Co. | 0.00% | New | 22 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 21 | $5K |
| SouthState Bank Corp | 0.00% | New | 21 | $5K |
| High Note Wealth, LLC | 0.00% | Add +5.3% | 20 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 20 | $4K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -13.6% | 19 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -26.9% | 19 | $4K |
| MCF Advisors LLC | 0.00% | No change | 19 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 19 | $4K |
| Red Tortoise LLC | 0.00% | No change | 19 | $4K |
| WASHINGTON TRUST Co | 0.00% | No change | 18 | $4K |
| Abound Wealth Management | 0.00% | No change | 17 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 17 | $4K |
| True Wealth Design, LLC | 0.00% | New | 17 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +33.3% | 16 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +50.0% | 15 | $3K |
| Painted Porch Advisors LLC | 0.00% | Reduce -31.8% | 15 | $3K |
| Sachetta, LLC | 0.00% | No change | 14 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 14 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $3K |
| Greenline Partners, LLC | 0.00% | New | 13 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -7.7% | 12 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 9 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 9 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 8 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 7 | $2K |
| Bernard Wealth Management Corp. | 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 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 6 | $1K |
| Clark Wealth Partners | 0.00% | Reduce -25.0% | 6 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 6 | $1K |
| S&T Bank | 0.00% | New | 6 | $1K |
| Nvwm, LLC | 0.00% | No change | 6 | $1K |
| Albion Financial Group | 0.00% | No change | 6 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $1K |
| WealthTrak Capital Management LLC | 0.00% | Add +400.0% | 5 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 5 | $1K |
| Horizon Financial Services, LLC | 0.00% | New | 5 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 5 | $1K |
| Activest Wealth Management | 0.00% | Add +150.0% | 5 | $1K |
| USA Financial Formulas | 0.00% | Reduce -99.9% | 5 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 5 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $859 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $859 |
| Bokf, NA | 0.00% | No change | 4 | $858 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 4 | $835 |
| Winnacle Wealth LLC | 0.00% | Add +33.3% | 4 | $663 |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 3 | $644 |
| Hexagon Capital Partners LLC | 0.00% | No change | 2 | $475 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 2 | $429 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $215 |
| Transce3nd, LLC | 0.00% | No change | 1 | $215 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $215 |
| Chesapeake Asset Management LLC | 0.00% | No change | 1 | $214 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -75.0% | 1 | $200 |
"% of holder's portfolio" is AVB's weight in each manager's 13F, not the share of Avalonbay Communities Inc. the manager owns.