Avalonbay CommunitiesAVB
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 764 institutions reported holding Avalonbay Communities Inc. (AVB) in their 13F filings, down 14 from Q1 2025. 80 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($3.7B) and State Street Corp. ($1.9B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avalonbay Communities Inc.
- CUSIP
- 053484101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $292.9M |
| Exits | 90 | $270.7M |
All 13F filers, Q1 2025 → Q2 2025: 9,069,219 shares bought and 9,922,662 shares sold, net −853,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Vanguard Group Inc. | 0.08% | Add +0.6% | 22,800,375 | $4.6B |
| BlackRock, Inc. | 0.07% | Add +5.3% | 18,021,455 | $3.7B |
| State Street Corp. | 0.07% | Add +2.0% | 9,445,499 | $1.9B |
| Norges Bank | 0.17% | Add +0.5% | 6,851,227 | $1.4B |
| T. Rowe Price Associates Inc. | 0.10% | Reduce -22.8% | 4,262,100 | $867.3M |
| Principal Financial Group Inc. | 0.46% | Reduce -3.9% | 4,231,804 | $861.2M |
| JPMorgan Chase & Co. | 0.06% | Add +4.0% | 3,966,650 | $807.2M |
| Geode Capital Management, LLC | 0.06% | Add +1.5% | 3,875,614 | $785.6M |
| Northern Trust Corp. | 0.08% | Add +3.7% | 2,882,256 | $586.5M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +23.2% | 2,816,163 | $573.1M |
| Invesco Ltd. | 0.09% | Add +70.2% | 2,593,727 | $527.8M |
| Wellington Management Group LLP | 0.09% | Reduce -6.2% | 2,432,288 | $495.0M |
| Legal & General Group Plc | 0.12% | Reduce -3.9% | 2,290,805 | $466.2M |
| Clearbridge Investments, LLC | 0.34% | Add +16.3% | 2,065,603 | $420.4M |
| Dimensional Fund Advisors LP | 0.10% | Reduce -1.4% | 2,048,635 | $416.9M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.6% | 1,670,727 | $340.0M |
| Morgan Stanley | 0.02% | Reduce -15.0% | 1,549,888 | $315.4M |
| Bank of America Corp. | 0.02% | Add +77.1% | 1,338,552 | $272.4M |
| Canada Pension Plan Investment Board | 0.23% | Reduce -23.4% | 1,299,369 | $264.4M |
| Goldman Sachs Group Inc. | 0.04% | Add +17.6% | 1,277,386 | $259.9M |
| Nuveen, LLC | 0.07% | Reduce -5.9% | 1,228,607 | $250.0M |
| Bank of New York Mellon Corp | 0.04% | Add +0.3% | 991,954 | $201.9M |
| Duff & Phelps Investment Management Co. | 2.10% | Add +4.1% | 878,729 | $178.8M |
| Citadel Advisors | 0.16% | Add +3740.8% | 872,104 | $177.5M |
| HSBC Holdings PLC | 0.11% | Add +26.9% | 803,855 | $163.4M |
| Capital World Investors | 0.02% | Add +0.4% | 795,500 | $161.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.09% | Add +1.5% | 723,402 | $147.2M |
| Deutsche Bank AG | 0.04% | Reduce -61.9% | 594,911 | $121.1M |
| Balyasny Asset Management L.P. | 0.27% | Reduce -21.6% | 572,371 | $116.5M |
| UBS Group AG | 0.02% | Reduce -12.8% | 514,025 | $104.6M |
| Aew Capital Management L P | 5.49% | Reduce -8.4% | 512,948 | $104.4M |
| PGGM Investments | 1.69% | Add +7782.9% | 478,966 | $97.5M |
| Amundi | 0.03% | Add +17.7% | 449,348 | $90.8M |
| Swiss National Bank | 0.05% | Add +7.5% | 431,021 | $87.7M |
| Macquarie Group Ltd. | 0.11% | Reduce -4.0% | 422,158 | $85.9M |
| CANADA LIFE ASSURANCE Co | 0.13% | Add +6.1% | 406,492 | $82.8M |
| CBRE Investment Management Listed Real Assets LLC | 1.20% | Reduce -22.6% | 387,808 | $78.9M |
| Nordea Investment Management AB | 0.07% | Add +24.8% | 383,618 | $77.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +10.0% | 378,892 | $77.1M |
| Aberdeen Group plc | 0.13% | Add +0.6% | 383,844 | $76.8M |
| Janus Henderson Group PLC | 0.04% | Add +6.5% | 370,010 | $75.3M |
| Wells Fargo & Company | 0.02% | Add +22.8% | 344,554 | $70.1M |
| Adelante Capital Management LLC | 5.12% | Reduce -0.9% | 341,855 | $69.6M |
| Neuberger Berman Group LLC | 0.05% | Reduce -0.3% | 341,072 | $69.4M |
| Woodline Partners LP | 0.36% | New | 334,607 | $68.1M |
| Schroder Investment Management Group | 0.06% | Reduce -18.9% | 330,777 | $67.3M |
| Cohen & Steers, Inc. | 0.12% | Reduce -86.3% | 322,823 | $65.7M |
| California Public Employees Retirement System | 0.04% | Reduce -8.2% | 317,528 | $64.6M |
| Lasalle Investment Management Securities LLC | 2.59% | Add +0.8% | 310,736 | $63.2M |
| Rhumbline Advisers | 0.05% | Add +3.5% | 309,421 | $63.0M |
| Qube Research & Technologies Ltd | 0.09% | Add +71.4% | 307,068 | $62.5M |
| Asset Management One Co., Ltd. | 0.18% | Reduce -0.4% | 286,009 | $58.2M |
| American Century Companies Inc. | 0.03% | Add +5.2% | 269,301 | $54.8M |
| State of Tennessee, Department of Treasury | 0.19% | Add +5.3% | 259,122 | $52.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.10% | Reduce -19.7% | 257,707 | $52.4M |
| Barclays PLC | 0.02% | Add +4.7% | 256,572 | $52.2M |
| Ferguson Wellman Capital Management, Inc. | 0.92% | Add +1.8% | 256,151 | $52.1M |
| Public Employees Retirement System of Ohio | 0.17% | Reduce -8.9% | 252,233 | $51.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.9% | 251,739 | $51.2M |
| M&T Bank Corp | 0.18% | Reduce -0.9% | 251,725 | $51.2M |
| FMR LLC | 0.00% | Add +0.3% | 250,449 | $51.0M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +3.2% | 248,858 | $50.6M |
| Bahl & Gaynor LLC | 0.25% | New | 245,420 | $49.9M |
| BNP Paribas Financial Markets | 0.04% | Reduce -19.0% | 231,331 | $47.1M |
| Sei Investments Co. | 0.05% | Reduce -32.4% | 230,216 | $46.8M |
| California State Teachers Retirement System | 0.05% | Reduce -2.1% | 227,306 | $46.3M |
| Utah Retirement Systems | 0.48% | Reduce -0.0% | 226,610 | $46.1M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -63.3% | 223,014 | $45.4M |
| National Pension Service | 0.04% | Add +0.7% | 220,272 | $44.8M |
| First Trust Advisors LP | 0.03% | Add +653.0% | 209,718 | $42.7M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -3.0% | 209,642 | $42.7M |
| Raymond James Financial Inc. | 0.01% | Add +28.5% | 208,176 | $42.4M |
| Citigroup Inc. | 0.03% | Add +19.9% | 201,217 | $40.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +6.6% | 196,549 | $40.0M |
| AXA S.A. | 0.11% | Reduce -17.8% | 195,310 | $39.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.6% | 181,643 | $37.0M |
| Brookfield Corp | 0.04% | Add +17.0% | 174,344 | $35.5M |
| Franklin Resources Inc. | 0.01% | Reduce -31.9% | 164,198 | $33.4M |
| Allianz Asset Management GmbH | 0.04% | Reduce -12.7% | 160,465 | $32.7M |
| Sun Life Financial Inc. | 1.70% | Add +1.3% | 152,427 | $31.0M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 147,032 | $29.9M |
| Bank of Montreal | 0.01% | Reduce -20.0% | 144,496 | $29.4M |
| STRS Ohio | 0.11% | Add +0.5% | 142,649 | $29.0M |
| Korea Investment CORP | 0.06% | Add +64.1% | 137,771 | $28.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.19% | Add +14.2% | 135,760 | $27.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +1.0% | 129,798 | $26.4M |
| APG Asset Management US Inc. | 0.19% | Reduce -12.4% | 127,416 | $25.9M |
| Storebrand Asset Management As | 0.07% | Add +0.5% | 126,517 | $25.7M |
| UniSuper Management Pty Ltd | 0.17% | Add +78.2% | 124,383 | $25.3M |
| APG Asset Management N.V. | 0.07% | Add +11.1% | 142,930 | $24.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +0.3% | 120,235 | $24.5M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -30.0% | 118,755 | $24.2M |
| Renaissance Technologies | 0.03% | New | 117,577 | $23.9M |
| Centersquare Investment Management LLC | 0.24% | No change | 115,790 | $23.6M |
| Prudential Financial Inc. | 0.03% | Add +48.5% | 114,246 | $23.2M |
| Retirement Systems of Alabama | 0.08% | Reduce -0.7% | 111,447 | $22.7M |
| LPL Financial LLC | 0.01% | Add +22.5% | 109,106 | $22.2M |
| Millennium Management | 0.02% | Reduce -3.9% | 106,809 | $21.7M |
| Aviva PLC | 0.04% | Add +7.1% | 106,527 | $21.7M |
| Danske Bank A/S | 0.05% | Add +19.6% | 106,068 | $21.6M |
| Pinebridge Investments, L.P. | 0.17% | Reduce -38.8% | 105,935 | $21.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.20% | Add +35.5% | 102,450 | $20.8M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -69.4% | 102,355 | $20.8M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -13.6% | 101,871 | $20.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -33.1% | 101,440 | $20.6M |
| National Bank of Canada | 0.02% | Reduce -18.3% | 99,916 | $20.3M |
| New York State Teachers Retirement System | 0.04% | Add +0.0% | 99,875 | $20.3M |
| TD Asset Management Inc | 0.02% | Add +16.3% | 99,296 | $20.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -3.5% | 99,069 | $20.2M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -14.3% | 98,973 | $20.1M |
| DekaBank Deutsche Girozentrale | 0.04% | Reduce -1.8% | 98,544 | $20.0M |
| Investure, LLC | 1.50% | No change | 96,900 | $19.7M |
| Vontobel Holding Ltd. | 0.06% | New | 96,400 | $19.6M |
| Waterfront Capital Partners, LLC | 4.86% | Add +102.5% | 96,184 | $19.6M |
| Sophron Capital Management L.P. | 5.74% | Reduce -18.2% | 92,103 | $18.7M |
| Stifel Financial Corp. | 0.02% | Add +23.5% | 91,890 | $18.7M |
| 1832 Asset Management L.P. | 0.03% | Add +25.1% | 91,035 | $18.5M |
| Handelsbanken Fonder AB | 0.06% | Reduce -1.4% | 88,821 | $18.1M |
| Toronto Dominion Bank | 0.04% | Add +27.9% | 87,919 | $17.9M |
| New York State Common Retirement Fund | 0.02% | Add +1.1% | 85,831 | $17.5M |
| State of Alaska, Department of Revenue | 0.19% | Reduce -0.8% | 85,552 | $17.4M |
| Lighthouse Investment Partners, LLC | 0.75% | New | 84,200 | $17.1M |
| Chilton Capital Management LLC | 0.62% | Add +0.7% | 82,448 | $16.9M |
| AQR Capital Management | 0.01% | Reduce -8.7% | 82,771 | $16.7M |
| State of New Jersey Common Pension Fund D | 0.06% | Add +1.2% | 82,105 | $16.7M |
| State of Wisconsin Investment Board | 0.04% | Reduce -9.4% | 81,412 | $16.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.09% | Add +3.0% | 80,946 | $16.5M |
| Resona Asset Management Co.,Ltd. | 0.08% | Reduce -5.0% | 80,059 | $16.3M |
| Gotham Asset Management | 0.10% | Add +6.4% | 80,258 | $16.3M |
| Schonfeld Strategic Advisors LLC | 0.12% | New | 79,771 | $16.2M |
| Royal London Asset Management Ltd. | 0.04% | Reduce -1.9% | 76,714 | $15.6M |
| Chevy Chase Trust Holdings, LLC | 0.04% | Add +0.7% | 75,807 | $15.4M |
| Jane Street Group, LLC | 0.03% | Add +78.3% | 75,590 | $15.4M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -51.5% | 75,582 | $15.4M |
| Boston Trust Walden Corp | 0.11% | Reduce -2.1% | 73,963 | $15.1M |
| Daiwa Securities Group Inc. | 0.05% | Reduce -83.3% | 72,502 | $14.8M |
| Employees Retirement System of Texas | 0.14% | Add +0.1% | 72,242 | $14.7M |
| Van Eck Associates Corp. | 0.02% | Add +3.5% | 70,433 | $14.3M |
| Alyeska Investment Group, L.P. | 0.05% | New | 69,215 | $14.1M |
| Eventide Asset Management, LLC | 0.24% | New | 68,675 | $14.0M |
| Avalon Trust Co | 1.02% | Reduce -1.4% | 68,652 | $14.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +32.6% | 68,357 | $13.9M |
| Natixis Advisors, LLC | 0.02% | Reduce -6.3% | 67,780 | $13.8M |
| Treasurer of the State of North Carolina | 0.04% | Add +2.3% | 66,428 | $13.5M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -4.9% | 66,009 | $13.4M |
| Auto-Owners Insurance Co | 0.29% | Add +537.3% | 65,000 | $13.2M |
| Uniplan Investment Counsel, Inc. | 1.36% | Reduce -0.9% | 63,845 | $13.0M |
| Forsta Ap-Fonden | 0.08% | Add +9.3% | 63,300 | $12.9M |
| Cibc World Market Inc. | 0.03% | Add +132.5% | 62,974 | $12.8M |
| Vert Asset Management LLC | 4.66% | Reduce -5.7% | 62,841 | $12.8M |
| Swedbank AB | 0.01% | Add +1.7% | 62,638 | $12.7M |
| Andra AP-fonden | 0.17% | Add +13.5% | 60,700 | $12.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -50.4% | 60,569 | $12.3M |
| Pacific Heights Asset Management LLC | 0.65% | No change | 60,000 | $12.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Reduce -0.8% | 59,503 | $12.1M |
| Greenland Capital Management LP | 1.59% | New | 57,952 | $11.8M |
| CIBC Asset Management Inc | 0.04% | Add +20.1% | 57,865 | $11.8M |
| Davis Selected Advisers | 0.06% | Add +2.1% | 57,820 | $11.8M |
| Adams Diversified Equity Fund, Inc. | 0.42% | No change | 57,600 | $11.7M |
| Varma Mutual Pension Insurance Co | 0.09% | Add +9.2% | 57,261 | $11.7M |
| Cerity Partners LLC | 0.02% | Reduce -2.3% | 56,400 | $11.5M |
| KBC Group NV | 0.03% | Reduce -4.1% | 56,042 | $11.4M |
| Cibc World Markets Corp. | 0.08% | Reduce -1.9% | 55,759 | $11.3M |
| Hilton Capital Management, LLC | 0.88% | Reduce -0.3% | 54,395 | $11.1M |
| Narwhal Capital Management | 0.88% | Add +36.4% | 53,912 | $11.0M |
| &partners | 0.08% | Add +11.7% | 53,512 | $10.9M |
| Hudson Bay Capital Management LP | 0.08% | New | 52,807 | $10.7M |
| IFM Investors Pty Ltd | 0.10% | Reduce -6.9% | 51,848 | $10.6M |
| Nisa Investment Advisors, LLC | 0.05% | Reduce -19.4% | 50,891 | $10.5M |
| Carronade Capital Management, LP | 1.55% | Add +5.9% | 51,047 | $10.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +22.2% | 50,695 | $10.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Add +2.9% | 49,878 | $10.2M |
| Squarepoint Ops LLC | 0.02% | Reduce -38.5% | 49,871 | $10.1M |
| Tidal Investments LLC | 0.07% | Add +4.8% | 49,307 | $10.0M |
| KLP Kapitalforvaltning As | 0.04% | Reduce -1.4% | 48,779 | $10.0M |
| Sienna Gestion | 0.67% | Add +11.0% | 52,349 | $9.7M |
| D. E. Shaw & Co. | 0.01% | Add +94.3% | 47,560 | $9.7M |
| Corient Private Wealth LP | 0.01% | Add +0.5% | 46,571 | $9.5M |
| Man Group plc | 0.02% | Reduce -6.9% | 46,191 | $9.4M |
| Westpac Banking Corp. | 0.62% | Reduce -4.5% | 45,695 | $9.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -5.2% | 44,175 | $9.0M |
| Arizona State Retirement System | 0.05% | Add +1.2% | 41,612 | $8.5M |
| State of Michigan Retirement System | 0.04% | Reduce -1.2% | 41,011 | $8.3M |
| Voya Investment Management LLC | 0.01% | Reduce -3.6% | 40,295 | $8.2M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +3.5% | 39,121 | $8.0M |
| Freestone Grove Partners LP | 0.06% | Add +2132.6% | 38,579 | $7.9M |
| SummitTX Capital, L.P. | 0.34% | Add +32.7% | 38,052 | $7.7M |
| Verition Fund Management LLC | 0.05% | Add +145.2% | 37,583 | $7.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.17% | New | 37,186 | $7.6M |
| Metis Global Partners, LLC | 0.19% | Add +13.8% | 36,980 | $7.5M |
| ProShare Advisors LLC | 0.01% | Add +4.4% | 35,723 | $7.3M |
| FIL Ltd | 0.01% | Add +15.0% | 35,621 | $7.2M |
| LBP Am SA | 0.10% | Reduce -31.9% | 35,446 | $7.2M |
| Huntington National Bank | 0.06% | Add +7.4% | 35,116 | $7.1M |
| Czech National Bank | 0.06% | Add +6.5% | 34,756 | $7.1M |
| Contravisory Investment Management, Inc. | 1.38% | Reduce -0.9% | 34,439 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.7% | 32,822 | $7.0M |
| USS Investment Management Ltd | 0.04% | Add +2.2% | 31,822 | $6.5M |
| New Age Alpha Advisors, LLC | 0.28% | Reduce -22.9% | 31,777 | $6.5M |
| GSI Capital Advisors LLC | 3.44% | Add +0.3% | 31,557 | $6.4M |
| Intact Investment Management Inc. | 0.21% | Add +7.4% | 30,600 | $6.2M |
| Xponance LLC | 0.05% | Add +18.1% | 30,594 | $6.2M |
| FineMark National Bank & Trust | 0.21% | Reduce -0.5% | 30,483 | $6.2M |
| CI Investments Inc. | 0.02% | Reduce -0.0% | 29,795 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.4% | 29,708 | $6.0M |
| DNB Asset Management AS | 0.02% | Add +9.7% | 29,451 | $6.0M |
| Public Sector Pension Investment Board | 0.03% | Reduce -22.6% | 29,440 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.0% | 29,221 | $5.9M |
| Groupe la Francaise | 0.10% | Add +18.6% | 29,095 | $5.9M |
| ASR Vermogensbeheer N.V. | 0.08% | Reduce -0.4% | 28,784 | $5.9M |
| Quantinno Capital Management LP | 0.02% | Reduce -7.0% | 27,937 | $5.7M |
| Amalgamated Bank | 0.04% | Reduce -0.7% | 27,859 | $5.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +20.4% | 27,771 | $5.7M |
| MAI Capital Management | 0.04% | Add +1.7% | 27,571 | $5.6M |
| Erste Asset Management GmbH | 0.05% | Add +222.8% | 27,438 | $5.6M |
| Illinois Municipal Retirement Fund | 0.08% | Reduce -38.7% | 27,438 | $5.6M |
| Hantz Financial Services, Inc. | 0.09% | Add +2.6% | 27,160 | $5.5M |
| Stephens Inc. | 0.08% | Add +1199.9% | 26,985 | $5.5M |
| XTX Topco Ltd | 0.23% | New | 26,835 | $5.5M |
| Yousif Capital Management, LLC | 0.06% | Add +0.8% | 26,633 | $5.4M |
| Cresset Asset Management, LLC | 0.03% | Add +941.7% | 26,356 | $5.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -4.4% | 26,057 | $5.3M |
| Abn Amro Investment Solutions | 0.10% | Reduce -2.7% | 25,553 | $5.2M |
| Sarasin & Partners LLP | 0.05% | Reduce -3.6% | 25,485 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Add +3.0% | 25,165 | $5.1M |
| Eisler Capital Management Ltd. | 0.17% | New | 24,983 | $5.1M |
| Vestcor Inc | 0.15% | Reduce -42.1% | 24,598 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +1.6% | 24,427 | $5.0M |
| Ellsworth Advisors, LLC | 1.20% | New | 24,168 | $4.9M |
| Two Sigma Securities, LLC | 0.61% | Add +454.2% | 24,146 | $4.9M |
| Prudential PLC | 0.03% | Add +916.0% | 23,825 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +20.1% | 23,708 | $4.8M |
| Rwa Wealth Partners, LLC | 0.06% | Add +2.9% | 23,332 | $4.7M |
| Achmea Investment Management B.V. | 0.06% | No change | 23,068 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +253.6% | 22,862 | $4.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -17.6% | 22,402 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -44.9% | 21,856 | $4.4M |
| Advocate Group LLC | 0.79% | Add +0.4% | 21,759 | $4.4M |
| Teacher Retirement System of Texas | 0.02% | Add +4.0% | 21,620 | $4.4M |
| Riverview Capital Advisers, LLC | 1.26% | Reduce -1.3% | 21,562 | $4.4M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +4.6% | 21,461 | $4.4M |
| New York Life Investment Management LLC | 0.04% | Add +1.3% | 21,270 | $4.3M |
| Assetmark, Inc. | 0.01% | Add +16.4% | 20,621 | $4.2M |
| Knights of Columbus Asset Advisors LLC | 0.25% | Reduce -5.0% | 20,220 | $4.1M |
| Westwood Holdings Group Inc. | 0.03% | Add +0.8% | 20,168 | $4.1M |
| Pensionfund PDN | 2.76% | No change | 20,120 | $4.1M |
| SCS Capital Management LLC | 0.04% | Add +7.0% | 19,486 | $4.0M |
| Quinn Opportunity Partners LLC | 0.33% | Reduce -17.4% | 19,000 | $3.9M |
| US Bancorp \de | 0.00% | Reduce -2.6% | 18,938 | $3.9M |
| Bank of Nova Scotia | 0.01% | Add +9.5% | 18,854 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +2.4% | 18,689 | $3.8M |
| Ilmarinen Mutual Pension Insurance Co | 0.03% | No change | 18,500 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -39.9% | 18,123 | $3.7M |
| Rafferty Asset Management, LLC | 0.01% | Add +16.4% | 18,026 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 18,005 | $3.7M |
| Pacer Advisors, Inc. | 0.01% | Add +36.9% | 17,874 | $3.6M |
| Pallas Capital Advisors LLC | 0.14% | Reduce -1.9% | 17,486 | $3.6M |
| Spirit of America Management Corp. | 0.73% | Add +2.4% | 17,290 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +89.5% | 17,052 | $3.5M |
| Kensington Investment Counsel, LLC | 1.48% | Add +3.2% | 16,986 | $3.5M |
| Aurora Investment Managers, LLC. | 2.08% | Reduce -0.4% | 16,890 | $3.4M |
| Dean Investment Associates, LLC | 0.50% | Add +15.8% | 16,664 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -1.3% | 16,305 | $3.3M |
| Azzad Asset Management Inc. | 0.36% | Add +22.2% | 16,298 | $3.3M |
| QRG Capital Management, Inc. | 0.03% | Add +2.6% | 15,983 | $3.3M |
| Mechanics Bank Trust Department | 0.46% | Reduce -11.8% | 15,779 | $3.2M |
| NEOS Investment Management LLC | 0.04% | Add +53.2% | 15,724 | $3.2M |
| FORA Capital, LLC | 0.35% | Add +78.7% | 15,702 | $3.2M |
| Ostrum Asset Management | 0.15% | Reduce -15.7% | 15,692 | $3.2M |
| Vident Advisory, LLC | 0.04% | Reduce -57.5% | 15,639 | $3.2M |
| Brown Advisory Inc. | 0.00% | Reduce -6.0% | 15,607 | $3.2M |
| Engineers Gate Manager LP | 0.04% | Reduce -26.0% | 15,543 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +16.1% | 15,381 | $3.1M |
| Norinchukin Bank, The | 0.05% | Add +7.7% | 15,285 | $3.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -21.1% | 15,072 | $3.1M |
| Capital International, Inc. | 0.03% | Add +49.0% | 15,031 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +11.5% | 14,796 | $3.0M |
| OP Asset Management Ltd | 0.04% | Reduce -2.7% | 14,679 | $3.0M |
| Shell Asset Management Co. | 0.10% | Reduce -16.2% | 14,051 | $2.9M |
| Malaga Cove Capital, LLC | 1.12% | Add +5.6% | 13,985 | $2.8M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -0.3% | 13,634 | $2.8M |
| Candriam S.C.A. | 0.02% | Reduce -16.6% | 13,568 | $2.8M |
| Horizon Investments, LLC | 0.04% | Add +39.4% | 13,422 | $2.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.4% | 13,171 | $2.7M |
| Ethic Inc. | 0.05% | Reduce -17.8% | 13,054 | $2.7M |
| Groupama Asset Managment | 0.04% | No change | 12,899 | $2.6M |
| Twin Tree Management, LP | 0.07% | Add +285.3% | 12,744 | $2.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +5.5% | 12,535 | $2.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.28% | Reduce -0.3% | 12,433 | $2.5M |
| Marex Group Ltd | 0.05% | New | 12,400 | $2.5M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +0.8% | 12,289 | $2.5M |
| SteelPeak Wealth, LLC | 0.09% | Add +8.4% | 11,856 | $2.4M |
| Creative Planning | 0.00% | Add +12.1% | 11,941 | $2.4M |
| Advisors Preferred, LLC | 0.40% | New | 11,915 | $2.4M |
| Coldstream Capital Management Inc. | 0.04% | Add +1.2% | 11,802 | $2.4M |
| Ramirez Asset Management, Inc. | 0.36% | Add +76.4% | 11,541 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +44.6% | 11,410 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -31.6% | 11,321 | $2.3M |
| Naviter Wealth, LLC | 0.28% | Add +8.3% | 11,094 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +2.3% | 11,120 | $2.3M |
| Tredje AP-fonden | 0.02% | No change | 11,021 | $2.2M |
| Jones Road Capital Management, L.P. | 4.38% | Reduce -19.1% | 11,000 | $2.2M |
| Texas Yale Capital Corp. | 0.07% | Add +6.0% | 10,865 | $2.2M |
| Elo Mutual Pension Insurance Co | 0.04% | Reduce -31.5% | 10,804 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +27.2% | 10,801 | $2.2M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -24.3% | 10,796 | $2.2M |
| Avanza Fonder AB | 0.06% | No change | 10,734 | $2.2M |
| Perpetual Ltd | 0.03% | Add +0.5% | 10,650 | $2.2M |
| Pensionfund Sabic | 0.61% | Add +7.1% | 10,602 | $2.2M |
| Lynch Asset Management, Inc. | 0.75% | No change | 10,500 | $2.1M |
| Martingale Asset Management L P | 0.05% | Reduce -0.0% | 10,443 | $2.1M |
| Ossiam | 0.02% | Add +95.7% | 10,293 | $2.1M |
| Vanderbilt University | 0.39% | Add +23.2% | 10,102 | $2.1M |
| Mizuho Securities USA LLC | 0.04% | — | 9,823 | $2.0M |
| Jain Global LLC | 0.03% | New | 9,642 | $2.0M |
| Sterling Capital Management LLC | 0.03% | Add +21.8% | 9,639 | $2.0M |
| Vinva Investment Management Ltd | 0.05% | Add +30.3% | 9,494 | $1.9M |
| Blair William & Co. | 0.01% | Add +7.2% | 9,433 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +2.5% | 9,341 | $1.9M |
| Founders Financial Securities LLC | 0.14% | Add +10.8% | 9,119 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Reduce -9.3% | 9,094 | $1.9M |
| Kentucky Retirement Systems | 0.05% | Reduce -6.1% | 9,089 | $1.8M |
| Dean Capital Management | 0.76% | Add +17.4% | 9,089 | $1.8M |
| J. Safra Sarasin Holding AG | 0.03% | Add +107.5% | 8,964 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -10.0% | 8,573 | $1.7M |
| Edgestream Partners, L.P. | 0.05% | Reduce -67.4% | 8,550 | $1.7M |
| Hartford Investment Management Co. | 0.06% | Reduce -1.4% | 8,541 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +11.8% | 8,443 | $1.7M |
| NJ State Employees Deferred Compensation Plan | 0.20% | No change | 8,407 | $1.7M |
| DoubleLine ETF Adviser LP | 0.55% | Add +1.7% | 8,384 | $1.7M |
| Panagora Asset Management Inc. | 0.01% | Reduce -23.5% | 8,319 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.2% | 8,271 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.9% | 8,126 | $1.7M |
| AG2R La Mondiale Gestion D'actifs | 0.08% | Add +17.6% | 7,974 | $1.6M |
| Altshuler Shaham Ltd | 0.05% | No change | 7,800 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -66.8% | 7,748 | $1.6M |
| United Community Bank | 0.54% | New | 7,725 | $1.6M |
| Fifth Third Bancorp | 0.01% | Reduce -5.8% | 7,529 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.3% | 7,500 | $1.5M |
| Presima Securities ULC | 0.35% | Add +2.1% | 7,438 | $1.5M |
| Securian Asset Management, Inc. | 0.04% | Reduce -1.4% | 7,426 | $1.5M |
| RB Capital Management, LLC | 0.36% | Add +1.0% | 7,409 | $1.5M |
| Red Spruce Capital, LLC | 0.64% | Reduce -1.6% | 7,294 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.2% | 7,258 | $1.5M |
| Moran Wealth Management, LLC | 0.05% | Add +0.2% | 7,201 | $1.5M |
| Commerce Bank | 0.01% | Add +4.3% | 7,193 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +11.1% | 7,126 | $1.5M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -13.6% | 7,121 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.6% | 7,057 | $1.4M |
| Polymer Capital Management (US) LLC | 0.23% | Add +90.1% | 6,985 | $1.4M |
| Klein Pavlis & Peasley Financial, Inc. | 0.94% | Add +5.2% | 6,928 | $1.4M |
| Maryland State Retirement & Pension System | 0.03% | Add +4.2% | 6,912 | $1.4M |
| Bank Ozk | 0.53% | Reduce -22.1% | 6,807 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | New | 6,750 | $1.4M |
| New Mexico Educational Retirement Board | 0.04% | No change | 6,627 | $1.3M |
| Barings LLC | 0.03% | New | 6,454 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | No change | 6,548 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.8% | 6,488 | $1.3M |
| Procyon Advisors, LLC | 0.12% | Reduce -65.3% | 6,470 | $1.3M |
| Allworth Financial LP | 0.01% | Add +639.6% | 6,457 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | New | 6,332 | $1.3M |
| Tudor Investment Corporation | 0.01% | Reduce -91.3% | 6,341 | $1.3M |
| E. Ohman J:or Asset Management AB | 0.03% | No change | 6,300 | $1.3M |
| S-Bank Fund Management Ltd | 0.19% | New | 6,289 | $1.3M |
| Savvy Advisors, Inc. | 0.08% | Add +7.7% | 6,237 | $1.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -34.7% | 6,156 | $1.2M |
| Arbor Capital Management Inc. | 1.06% | Add +5.6% | 6,227 | $1.2M |
| Sterling Investment Management, LLC | 0.80% | No change | 5,953 | $1.2M |
| Caldwell Trust Co | 0.12% | Add +1.1% | 5,918 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +11.3% | 5,902 | $1.2M |
| Figure 8 Investment Strategies LLC | 1.16% | Reduce -1.8% | 5,821 | $1.2M |
| Wambolt & Associates, LLC | 0.39% | Reduce -7.3% | 5,704 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -0.5% | 5,695 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +105.9% | 5,676 | $1.2M |
| Bull Street Advisors, LLC | 0.53% | No change | 5,440 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 5,088 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -34.6% | 5,034 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | Add +55.6% | 5,418 | $1.0M |
| Ar Asset Management Inc. | 0.23% | No change | 5,000 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Reduce -21.7% | 4,961 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Add +2.8% | 4,759 | $968K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Add +2.1% | 4,633 | $943K |
| Buck Wealth Strategies, LLC | 0.14% | New | 4,623 | $941K |
| American Assets Capital Advisers, LLC | 0.94% | No change | 4,608 | $938K |
| Pasadena Private Wealth, LLC | 0.16% | Reduce -9.6% | 4,578 | $932K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.8% | 4,560 | $928K |
| Armstrong Advisory Group, Inc. | 0.07% | New | 4,558 | $928K |
| Focus Partners Wealth | 0.00% | Add +37.0% | 4,550 | $926K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 4,536 | $923K |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.2% | 4,483 | $912K |
| Cwm, LLC | 0.00% | Add +133.4% | 4,323 | $880K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -45.8% | 4,261 | $867K |
| SG Americas Securities, LLC | 0.00% | Reduce -82.8% | 4,150 | $845K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -4.0% | 4,108 | $836K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.3% | 4,094 | $833K |
| Roundview Capital LLC | 0.06% | Add +2.7% | 4,058 | $826K |
| Icon Wealth Advisors, LLC | 0.06% | New | 4,021 | $818K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 3,943 | $802K |
| Elevation Wealth Partners, LLC | 0.31% | No change | 3,890 | $792K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | Reduce -6.5% | 3,857 | $785K |
| Point72 Asset Management | 0.00% | Reduce -78.8% | 3,815 | $776K |
| Westerkirk Capital Inc. | 0.10% | — | 3,800 | $773K |
| Excalibur Management Corp. | 0.29% | Reduce -0.2% | 3,767 | $767K |
| Guidance Capital, Inc. | 0.21% | Reduce -12.6% | 4,062 | $749K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +51.9% | 3,672 | $747K |
| Banque Cantonale Vaudoise | 0.03% | Add +36.2% | 3,644 | $741K |
| Baker Tilly Wealth Management, LLC | 0.26% | Add +8.5% | 3,524 | $717K |
| Investment Management Corp of Ontario | 0.01% | Reduce -12.5% | 3,504 | $713K |
| Intech Investment Management LLC | 0.01% | Reduce -4.5% | 3,484 | $709K |
| Grassi Investment Management | 0.05% | No change | 3,385 | $689K |
| Fox Run Management, L.L.C. | 0.11% | Add +243.1% | 3,376 | $687K |
| Plato Investment Management Ltd | 0.05% | Add +0.2% | 3,368 | $683K |
| Invst, LLC | 0.08% | Reduce -1.0% | 3,346 | $681K |
| High Probability Advisors, LLC | 0.10% | No change | 3,318 | $675K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 3,298 | $671K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 3,295 | $671K |
| Empowered Funds, LLC | 0.01% | Add +19.6% | 3,256 | $663K |
| Penserra Capital Management LLC | 0.01% | Reduce -53.8% | 3,224 | $655K |
| Capital Square, LLC | 0.34% | Add +0.1% | 3,183 | $643K |
| Mufg Securities Americas Inc. | 0.06% | Add +25.3% | 3,151 | $641K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.2% | 3,064 | $624K |
| Wedge Capital Management L L P | 0.01% | Reduce -20.3% | 3,027 | $616K |
| Kintegral Advisory, LLC | 0.06% | Reduce -0.2% | 2,999 | $616K |
| Independent Advisor Alliance | 0.02% | New | 3,023 | $615K |
| MML Investors Services, LLC | 0.00% | Reduce -11.3% | 3,005 | $611K |
| Bessemer Group Inc. | 0.00% | Reduce -48.4% | 2,997 | $609K |
| Siemens Fonds Invest GmbH | 0.04% | Add +14.2% | 2,969 | $604K |
| Ofi Invest Asset Management | 0.01% | Add +0.4% | 3,461 | $600K |
| Greenleaf Trust | 0.01% | Reduce -1.6% | 2,929 | $596K |
| Stonegate Investment Group, LLC | 0.01% | Add +12.6% | 2,901 | $590K |
| HighPoint Advisor Group LLC | 0.03% | Add +21.3% | 2,890 | $588K |
| Merit Financial Group, LLC | 0.01% | Add +35.4% | 2,889 | $588K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.03% | No change | 2,866 | $587K |
| Tuttle Capital Management, LLC | 2.37% | Add +14.9% | 2,816 | $573K |
| Intrua Financial, LLC | 0.08% | Reduce -12.3% | 2,789 | $568K |
| Larson Financial Group LLC | 0.02% | Add +11.2% | 2,780 | $566K |
| Whittier Trust Co. | 0.01% | Add +2.5% | 2,725 | $555K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.1% | 2,682 | $546K |
| UMB Bank, n.a. | 0.01% | Reduce -2.1% | 2,675 | $544K |
| Walter Public Investments Inc. | 0.09% | No change | 2,660 | $541K |
| Mgo One Seven LLC | 0.02% | Add +16.2% | 2,618 | $533K |
| Cornerstone Advisors, LLC | 0.02% | Reduce -13.3% | 2,600 | $529K |
| Axxcess Wealth Management, LLC | 0.01% | Add +23.8% | 2,597 | $529K |
| Portfolio Design Labs, LLC | 0.10% | New | 2,580 | $525K |
| Sompo Asset Management Co., Ltd. | 0.09% | No change | 2,530 | $515K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -24.8% | 2,527 | $514K |
| GF Fund Management Co. LTD. | 0.01% | Reduce -6.8% | 2,511 | $511K |
| Cambria Investment Management, L.P. | 0.03% | Add +22.2% | 2,503 | $509K |
| GAMMA Investing LLC | 0.03% | Reduce -3.4% | 2,478 | $504K |
| EntryPoint Capital, LLC | 0.25% | Add +0.9% | 2,462 | $501K |
| Perbak Capital Partners LLP | 0.11% | Add +57.8% | 2,441 | $497K |
| Arkadios Wealth Advisors | 0.01% | Add +6.6% | 2,439 | $496K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.3% | 2,435 | $496K |
| Park Avenue Securities LLC | 0.00% | Reduce -20.0% | 2,431 | $495K |
| Two Sigma Investments, LP | 0.00% | Reduce -26.9% | 2,419 | $492K |
| Farringdon Capital, Ltd. | 0.17% | Add +34.1% | 2,414 | $491K |
| Mystic Asset Management, Inc. | 0.12% | No change | 2,390 | $486K |
| Legacy Capital Group California, Inc. | 0.13% | Add +0.8% | 2,377 | $484K |
| Callan Family Office, LLC | 0.02% | New | 2,366 | $481K |
| Zimmer Partners, LP | 0.01% | New | 2,363 | $481K |
| Tectonic Advisors LLC | 0.03% | Add +11.3% | 2,362 | $481K |
| Keybank National Association | 0.00% | Reduce -5.3% | 2,340 | $476K |
| Private Wealth Asset Management, LLC | 0.06% | Reduce -0.3% | 2,340 | $476K |
| Allstate Corp. | 0.03% | Reduce -84.2% | 2,326 | $473K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -13.4% | 2,301 | $470K |
| Lido Advisors, LLC | 0.00% | Reduce -11.6% | 2,282 | $469K |
| Canton Hathaway, LLC | 0.10% | No change | 2,300 | $468K |
| Wealth Alliance, LLC | 0.05% | Add +39.9% | 2,282 | $464K |
| Choreo, LLC | 0.01% | Reduce -6.5% | 2,249 | $462K |
| SVB Wealth LLC | 0.02% | Reduce -6.6% | 2,255 | $459K |
| Probity Advisors, Inc. | 0.08% | Add +2.8% | 2,243 | $456K |
| EPG Wealth Management LLC | 0.14% | Add +3.3% | 2,227 | $453K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.7% | 2,203 | $448K |
| Praxis Investment Management Inc. | 0.03% | Reduce -19.5% | 2,190 | $446K |
| Meeder Advisory Services, Inc. | 0.02% | Add +11.0% | 2,123 | $432K |
| Prestige Wealth Management Group LLC | 0.09% | Reduce -1.1% | 2,071 | $425K |
| Ellevest, Inc. | 0.07% | Reduce -2.1% | 2,040 | $415K |
| AlphaCore Capital LLC | 0.02% | Reduce -0.5% | 2,024 | $411K |
| Ascent Group, LLC | 0.02% | New | 2,014 | $410K |
| Winebrenner Capital Management LLC | 0.33% | No change | 2,000 | $407K |
| Supplemental Annuity Collective Trust of NJ | 0.11% | No change | 2,000 | $407K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.4% | 2,006 | $407K |
| Ballentine Partners, LLC | 0.01% | Reduce -24.8% | 1,975 | $402K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 1,883 | $386K |
| Fiduciary Trust Co | 0.00% | Reduce -15.5% | 1,892 | $385K |
| Dark Forest Capital Management LP | 0.02% | New | 1,887 | $384K |
| Signaturefd, LLC | 0.01% | Add +19.9% | 1,885 | $384K |
| Glenmede Investment Management, LP | 0.00% | — | 1,874 | $381K |
| Profund Advisors LLC | 0.01% | Reduce -1.7% | 1,862 | $379K |
| Fiduciary Financial Group, LLC | 0.07% | New | 1,861 | $378K |
| Ascentis Independent Advisors | 0.07% | Add +11.7% | 1,855 | $377K |
| Interchange Capital Partners, LLC | 0.09% | Add +0.3% | 1,838 | $374K |
| Heitman Real Estate Securities LLC | 0.03% | Reduce -99.4% | 1,819 | $370K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -21.3% | 1,793 | $365K |
| Ieq Capital, LLC | 0.00% | Reduce -73.6% | 1,725 | $351K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +20.6% | 1,712 | $348K |
| Pacific Sun Financial Corp | 0.18% | Add +42.6% | 1,710 | $348K |
| Bailard, Inc. | 0.01% | Add +6.8% | 1,708 | $348K |
| Gsa Capital Partners LLP | 0.02% | New | 1,680 | $342K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.5% | 1,652 | $336K |
| Hartford Funds Management Co LLC | 0.03% | New | 1,638 | $334K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -0.3% | 1,628 | $331K |
| Lewis Asset Management, LLC | 0.16% | New | 1,625 | $331K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -37.5% | 1,623 | $330K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.2% | 1,618 | $329K |
| Brasada Capital Management, LP | 0.06% | Reduce -1.2% | 1,620 | $328K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -49.9% | 1,606 | $327K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -19.3% | 1,595 | $324K |
| Scientech Research LLC | 0.08% | New | 1,568 | $319K |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.02% | No change | 1,516 | $309K |
| West Oak Capital, LLC | 0.15% | Reduce -7.7% | 1,510 | $307K |
| Segment Wealth Management, LLC | 0.02% | Add +27.2% | 1,509 | $307K |
| American Investment Services, Inc. | 0.08% | No change | 1,482 | $302K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 1,476 | $300K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,476 | $300K |
| DRW Securities, LLC | 0.02% | New | 1,471 | $299K |
| Prudent Man Advisors, LLC | 0.09% | Add +1.2% | 1,464 | $298K |
| Savant Capital, LLC | 0.00% | Add +13.4% | 1,459 | $297K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -15.0% | 1,437 | $292K |
| Garrison Point Advisors, LLC | 0.13% | No change | 1,425 | $290K |
| Advisor Resource Council | 0.14% | Reduce -41.4% | 1,420 | $289K |
| Patrick M Sweeney & Associates, Inc. | 0.20% | Add +11.1% | 1,409 | $285K |
| True North Advisors, LLC | 0.05% | No change | 1,402 | $285K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,400 | $285K |
| PFG Investments, LLC | 0.02% | Add +8.0% | 1,395 | $284K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -6.5% | 1,376 | $280K |
| Cigna Investments Inc. | 0.05% | Reduce -3.1% | 1,374 | $279K |
| Lafayette Investments, Inc. | 0.06% | No change | 1,350 | $275K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.0% | 1,342 | $273K |
| Brevan Howard Capital Management LP | 0.00% | New | 1,339 | $272K |
| Archer Investment Corp | 0.06% | Reduce -20.8% | 1,330 | $271K |
| LMR Partners LLP | 0.01% | Reduce -26.6% | 1,320 | $269K |
| Highline Wealth Partners LLC | 0.08% | Reduce -0.1% | 1,316 | $268K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,279 | $260K |
| Cornerstone Advisory, LLC | 0.03% | Add +1.4% | 1,270 | $258K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.8% | 1,263 | $257K |
| Cetera Trust Company, N.A | 0.15% | Add +2.4% | 1,260 | $256K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +135.2% | 1,244 | $253K |
| Stanley-Laman Group, Ltd. | 0.04% | Add +16.9% | 1,240 | $252K |
| NorthRock Partners, LLC | 0.01% | Add +12.4% | 1,211 | $248K |
| Prospera Financial Services Inc | 0.00% | New | 1,208 | $246K |
| Apollon Wealth Management, LLC | 0.00% | Add +10.2% | 1,196 | $243K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 1,205 | $243K |
| MBB Public Markets I LLC | 0.03% | Reduce -18.7% | 1,171 | $238K |
| Mandatum Life Insurance Co Ltd | 0.06% | No change | 1,170 | $238K |
| Brooklyn Investment Group | 0.03% | Add +71.9% | 1,164 | $237K |
| Parallel Advisors, LLC | 0.00% | Add +15.7% | 1,163 | $237K |
| Integrated Wealth Concepts LLC | 0.00% | New | 1,161 | $236K |
| Avestar Capital, LLC | 0.02% | Add +1.6% | 1,142 | $234K |
| Phoenix Financial Ltd. | 0.00% | Add +14.2% | 1,143 | $233K |
| Jump Financial, LLC | 0.00% | Reduce -53.6% | 1,137 | $231K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.6% | 1,132 | $230K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.5% | 1,105 | $227K |
| Renaissance Group LLC | 0.01% | Reduce -2.8% | 1,109 | $226K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.6% | 1,104 | $225K |
| Sandler Capital Management | 0.08% | Reduce -4.3% | 1,100 | $224K |
| Geneos Wealth Management Inc. | 0.01% | Add +129.5% | 1,090 | $222K |
| Patton Fund Management, Inc. | 0.05% | New | 1,069 | $218K |
| Blue Trust, Inc. | 0.00% | Reduce -3.0% | 1,066 | $217K |
| GTS Securities LLC | 0.01% | New | 1,064 | $217K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -79.9% | 1,048 | $213K |
| Wedmont Private Capital | 0.01% | Reduce -2.5% | 1,060 | $213K |
| Canada Post Corp Registered Pension Plan | 0.01% | New | 1,032 | $210K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.3% | 1,030 | $210K |
| Knollwood Investment Advisory, LLC | 0.02% | No change | 1,021 | $208K |
| Fortitude Family Office, LLC | 0.07% | Add +2648.7% | 1,017 | $207K |
| Graypoint LLC | 0.01% | New | 1,015 | $207K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 1,000 | $204K |
| ICONIQ Capital, LLC | 0.00% | New | 992 | $202K |
| Legacy Wealth Asset Management, LLC | 0.05% | Add +0.9% | 988 | $201K |
| CX Institutional | 0.01% | Add +6.3% | 973 | $198K |
| Principal Securities, Inc. | 0.00% | Add +0.6% | 921 | $188K |
| Quantbot Technologies LP | 0.00% | Reduce -90.5% | 742 | $151K |
| Motco | 0.01% | No change | 807 | $150K |
| Chesapeake Asset Management LLC | 0.13% | Add +69200.0% | 693 | $141K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.4% | 687 | $140K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | No change | 685 | $139K |
| Kestra Investment Management, LLC | 0.00% | Reduce -13.6% | 684 | $139K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.3% | 667 | $136K |
| Ameritas Advisory Services, LLC | 0.01% | New | 654 | $133K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -77.2% | 624 | $127K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +17.4% | 622 | $127K |
| Spire Wealth Management | 0.00% | Add +6.0% | 598 | $122K |
| Jones Financial Companies LLLP | 0.00% | Reduce -9.1% | 570 | $116K |
| Dynamic Wealth Strategies, LLC | 0.08% | Reduce -13.0% | 569 | $116K |
| Sherman Asset Management, Inc. | 0.10% | No change | 528 | $107K |
| Global Retirement Partners, LLC | 0.00% | — | 498 | $101K |
| Alpine Bank Wealth Management | 0.01% | No change | 484 | $98K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.2% | 476 | $97K |
| Global X Japan Co., Ltd. | 0.01% | Add +23.4% | 458 | $93K |
| Cromwell Holdings LLC | 0.06% | Add +3.6% | 454 | $93K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -14.0% | 453 | $92K |
| Tompkins Financial Corp. | 0.01% | No change | 450 | $92K |
| MUFG Securities EMEA plc | 0.00% | New | 419 | $85K |
| Sentry Investment Management LLC | 0.04% | No change | 403 | $81K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.3% | 367 | $81K |
| Silvant Capital Management LLC | 0.00% | No change | 375 | $76K |
| CYBER HORNET ETFs LLC | 0.05% | New | 371 | $75K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -0.3% | 369 | $75K |
| Trust Co. of Toledo NA | 0.01% | New | 359 | $73K |
| Brown Brothers Harriman & Co. | 0.00% | Add +126.6% | 358 | $73K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 340 | $69K |
| Trust Co. of Vermont | 0.00% | Add +331.5% | 315 | $64K |
| Tobam | 0.02% | Reduce -39.5% | 311 | $63K |
| Rosenberg Matthew Hamilton | 0.01% | Add +74.1% | 303 | $62K |
| Generali Asset Management SPA SGR | 0.00% | No change | 298 | $61K |
| Covestor Ltd | 0.04% | Reduce -8.2% | 293 | $60K |
| McIlrath & Eck, LLC | 0.01% | New | 292 | $59K |
| Inlight Wealth Management, LLC | 0.03% | No change | 289 | $59K |
| Atlantic Union Bankshares Corp | 0.00% | New | 288 | $59K |
| Hilltop National Bank | 0.02% | — | 286 | $58K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.4% | 284 | $58K |
| Versant Capital Management, Inc | 0.01% | Reduce -52.5% | 281 | $57K |
| Muzinich & Co., Inc. | 0.02% | No change | 251 | $51K |
| First Financial Corp. | 0.02% | No change | 250 | $51K |
| Capital Analysts, LLC | 0.00% | Reduce -1.2% | 242 | $49K |
| Zions Bancorporation, National Association | 0.00% | Add +1.7% | 239 | $49K |
| Arax Advisory Partners | 0.00% | Reduce -8.1% | 204 | $48K |
| Heritage Wealth Advisors | 0.00% | Reduce -4.2% | 228 | $46K |
| Arlington Trust Co LLC | 0.01% | No change | 227 | $46K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 214 | $44K |
| Private Trust Co. NA | 0.00% | Add +4.4% | 213 | $43K |
| Keystone Global Partners, LLC | 0.02% | No change | 209 | $43K |
| Crowley Wealth Management, Inc. | 0.04% | No change | 200 | $41K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | No change | 194 | $40K |
| Parkside Financial Bank & Trust | 0.00% | Add +10.9% | 194 | $39K |
| IFP Advisors, Inc | 0.00% | Reduce -14.0% | 117 | $39K |
| Clearstead Advisors, LLC | 0.00% | Add +4675.0% | 191 | $39K |
| Fulcrum Asset Management LLP | 0.01% | — | 189 | $38K |
| Sound Income Strategies, LLC | 0.00% | Add +76.4% | 187 | $38K |
| Gold Investment Management Ltd. | 0.01% | Reduce -52.9% | 178 | $36K |
| Headlands Technologies LLC | 0.00% | New | 177 | $36K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -46.1% | 173 | $35K |
| Ancora Advisors LLC | 0.00% | Add +5.0% | 167 | $34K |
| Harbour Investments, Inc. | 0.00% | Add +3.1% | 166 | $34K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -10.9% | 163 | $33K |
| Clearstead Trust, LLC | 0.01% | Add +62.0% | 162 | $33K |
| Core Alternative Capital | 0.01% | No change | 159 | $32K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 151 | $31K |
| Legacy Bridge, LLC | 0.01% | No change | 150 | $31K |
| Blume Capital Management, Inc. | 0.01% | No change | 150 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 141 | $29K |
| Old Second National Bank of Aurora | 0.01% | No change | 140 | $28K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 137 | $28K |
| Proathlete Wealth Management LLC | 0.01% | No change | 135 | $28K |
| Byrne Asset Management LLC | 0.02% | No change | 135 | $27K |
| Meeder Asset Management Inc. | 0.00% | Add +147.2% | 131 | $27K |
| Monetary Management Group Inc. | 0.01% | No change | 125 | $25K |
| CVA Family Office, LLC | 0.00% | Add +9.3% | 117 | $24K |
| Rothschild Investment LLC | 0.00% | Add +46.8% | 116 | $24K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -27.4% | 111 | $23K |
| Iron Horse Wealth Management, LLC | 0.01% | Add +2060.0% | 108 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +550.0% | 104 | $21K |
| Vision Financial Markets LLC | 0.02% | No change | 100 | $20K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 100 | $20K |
| Colonial Trust Co / SC | 0.00% | Add +10.1% | 98 | $20K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -1.0% | 98 | $20K |
| Golden State Wealth Management, LLC | 0.00% | Add +405.3% | 96 | $20K |
| Summit Securities Group LLC | 0.01% | New | 96 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 94 | $19K |
| Hughes Financial Services, LLC | 0.00% | No change | 98 | $18K |
| TruNorth Capital Management, LLC | 0.00% | No change | 87 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 87 | $18K |
| HM Payson & Co. | 0.00% | No change | 85 | $17K |
| Sierra Ocean, LLC | 0.01% | No change | 80 | $16K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 78 | $16K |
| MV Capital Management, Inc. | 0.00% | Reduce -2.6% | 76 | $15K |
| GW&K Investment Management, LLC | 0.00% | Reduce -2.7% | 73 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.8% | 73 | $15K |
| Montag A & Associates Inc. | 0.00% | No change | 72 | $15K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -87.9% | 71 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 69 | $14K |
| Briaud Financial Planning Inc | 0.00% | New | 62 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 58 | $12K |
| Washington Trust Advisors, Inc. | 0.00% | Add +23.4% | 58 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 61 | $11K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Add +30.9% | 55 | $11K |
| Smithfield Trust Co | 0.00% | No change | 52 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 50 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 46 | $9K |
| NewSquare Capital LLC | 0.00% | Reduce -38.9% | 44 | $9K |
| WPG Advisers, LLC | 0.01% | Add +2.6% | 40 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 40 | $8K |
| Avion Wealth | 0.00% | Add +41.4% | 41 | $8K |
| General Partner, Inc. | 0.00% | No change | 38 | $8K |
| Financial Management Professionals, Inc. | 0.00% | Add +44.0% | 36 | $7K |
| Aventura Private Wealth, LLC | 0.00% | No change | 35 | $7K |
| Dogwood Wealth Management LLC | 0.00% | Add +277.8% | 34 | $7K |
| CoreCap Advisors, LLC | 0.00% | Reduce -15.8% | 32 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +21.4% | 34 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 31 | $6K |
| Howard Hughes Medical Institute | 0.00% | New | 30 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -32.6% | 33 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 29 | $6K |
| Sachetta, LLC | 0.00% | Add +92.9% | 27 | $5K |
| Grove Bank & Trust | 0.00% | No change | 26 | $5K |
| ORG Partners LLC | 0.00% | No change | 26 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -7.1% | 26 | $5K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 25 | $5K |
| Hemington Wealth Management | 0.00% | No change | 29 | $5K |
| Morse Asset Management, Inc | 0.00% | No change | 24 | $5K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -11.1% | 24 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 21 | $4K |
| NBT Bank, N.A. | 0.00% | No change | 20 | $4K |
| SouthState Bank Corp | 0.00% | Reduce -4.8% | 20 | $4K |
| Red Tortoise LLC | 0.00% | No change | 19 | $4K |
| High Note Wealth, LLC | 0.00% | Reduce -5.0% | 19 | $4K |
| Quarry LP | 0.00% | New | 19 | $4K |
| S&T Bank | 0.00% | Add +200.0% | 18 | $4K |
| Silicon Valley Capital Partners | 0.00% | New | 18 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 19 | $4K |
| Abound Wealth Management | 0.00% | No change | 17 | $3K |
| Aspect Partners, LLC | 0.00% | Reduce -5.9% | 16 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -62.5% | 15 | $3K |
| Solstein Capital, LLC | 0.00% | New | 14 | $3K |
| MCF Advisors LLC | 0.00% | Reduce -26.3% | 14 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 14 | $3K |
| Addison Advisors LLC | 0.00% | New | 13 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -13.3% | 13 | $3K |
| Copia Wealth Management | 0.00% | Reduce -52.0% | 12 | $2K |
| Activest Wealth Management | 0.00% | Add +120.0% | 11 | $2K |
| Dunhill Financial, LLC | 0.00% | Reduce -47.4% | 10 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 10 | $2K |
| Horizon Financial Services, LLC | 0.00% | Add +100.0% | 10 | $2K |
| Painted Porch Advisors LLC | 0.00% | Reduce -33.3% | 10 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +11.1% | 10 | $2K |
| Lanark Financial, Inc. | 0.00% | New | 14 | $2K |
| Evergreen Private Wealth LLC | 0.00% | New | 9 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 9 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 8 | $2K |
| Nvwm, LLC | 0.00% | Add +33.3% | 8 | $2K |
| Total Investment Management Inc. | 0.00% | New | 8 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +14.3% | 8 | $2K |
| Anfield Capital Management, LLC | 0.00% | New | 7 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 7 | $1K |
| FWL Investment Management, LLC | 0.00% | New | 7 | $1K |
| TFC Financial Management, Inc. | 0.00% | No change | 7 | $1K |
| Clark Wealth Partners | 0.00% | Add +16.7% | 7 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 6 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 6 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -64.7% | 6 | $1K |
| NFSG Corp | 0.00% | New | 6 | $1K |
| Albion Financial Group | 0.00% | No change | 6 | $1K |
| Valued Wealth Advisors LLC | 0.00% | No change | 5 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +400.0% | 5 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 5 | $1K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 5 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -20.0% | 4 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -85.2% | 4 | $821 |
| Signature Resources Capital Management, LLC | 0.00% | New | 4 | $814 |
| Tortoise Investment Management, LLC | 0.00% | New | 4 | $814 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -40.0% | 3 | $611 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -92.1% | 3 | $611 |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 3 | $611 |
| Essential Partners LLC | 0.00% | — | 3 | $611 |
| Values First Advisors, Inc. | 0.00% | Add +0.0% | 2 | $422 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $407 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $204 |
| Transce3nd, LLC | 0.00% | No change | 1 | $204 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 1 | $204 |
| Kilter Group LLC | 0.00% | New | 1 | $204 |
| Kozak & Associates, Inc. | 0.00% | Reduce -97.0% | 1 | $109 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $70 |
| Centerpoint Advisors, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is AVB's weight in each manager's 13F, not the share of Avalonbay Communities Inc. the manager owns.