Avalonbay CommunitiesAVB

13F holders, Q3 2025 (September 30)
741holders −23
79new positions
98sold out
6famous investors
$193.20avg. 13F price*

At the end of Q3 2025, 741 institutions reported holding Avalonbay Communities Inc. (AVB) in their 13F filings, down 23 from Q2 2025. 79 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($4.4B), BlackRock, Inc. ($3.6B) and State Street Corp. ($1.9B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Avalonbay Communities Inc.
CUSIP
053484101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 702Q1 2024Q2 2024: 712Q2 2024Q3 2024: 739Q3 2024Q4 2024: 763Q4 2024Q1 2025: 778Q1 2025Q2 2025: 764Q2 2025Q3 2025: 741Q3 2025Q4 2025: 750Q4 2025Q1 2026: 747Q1 2026Q2 2026: 756Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions79$95.6M
Exits98$411.2M

All 13F filers, Q2 2025 → Q3 2025: 7,144,636 shares bought and 7,180,372 shares sold, net −35,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 741 holders

Vanguard Group Inc. 0.07% Reduce -0.3% 22,739,701 $4.4B
BlackRock, Inc. 0.06% Add +3.2% 18,594,952 $3.6B
State Street Corp. 0.06% Add +1.0% 9,537,966 $1.9B
JPMorgan Chase & Co. 0.05% Add +6.3% 4,215,821 $814.4M
Principal Financial Group Inc. 0.40% Reduce -2.8% 4,113,064 $794.5M
T. Rowe Price Associates Inc. 0.09% Reduce -3.8% 4,101,413 $792.3M
Geode Capital Management, LLC 0.05% Add +1.2% 3,922,973 $754.9M
Charles Schwab Investment Management Inc. 0.10% Add +16.1% 3,268,409 $631.4M
Northern Trust Corp. 0.07% Add +3.5% 2,982,468 $576.1M
Invesco Ltd. 0.08% Reduce -0.3% 2,585,806 $499.5M
Bank of America Corp. 0.03% Add +76.0% 2,355,838 $455.1M
Clearbridge Investments, LLC 0.33% Add +9.8% 2,267,079 $437.9M
Legal & General Group Plc 0.09% Reduce -7.2% 2,126,971 $410.9M
Dimensional Fund Advisors LP 0.09% Add +1.3% 2,075,371 $400.9M
Morgan Stanley 0.02% Add +25.4% 1,943,740 $375.5M
Ameriprise Financial Inc. 0.07% Reduce -0.4% 1,663,663 $321.4M
Canada Pension Plan Investment Board 0.18% Add +1.8% 1,322,465 $255.5M
Goldman Sachs Group Inc. 0.04% Reduce -0.7% 1,268,421 $245.0M
Nuveen, LLC 0.06% Add +0.0% 1,229,017 $237.4M
Wellington Management Group LLP 0.04% Reduce -51.8% 1,171,724 $226.3M
Bank of New York Mellon Corp 0.03% Reduce -2.0% 971,956 $187.8M
Duff & Phelps Investment Management Co. 1.97% Add +2.4% 899,849 $173.8M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +2.1% 738,916 $142.7M
HSBC Holdings PLC 0.08% Reduce -8.3% 736,910 $142.2M
UBS Group AG 0.03% Add +42.6% 732,814 $141.6M
Aew Capital Management L P 7.37% Add +33.5% 684,898 $132.3M
FMR LLC 0.01% Add +173.0% 683,725 $132.1M
Deutsche Bank AG 0.04% Add +0.6% 598,559 $115.6M
Bahl & Gaynor LLC 0.53% Add +126.5% 555,832 $107.4M
PGGM Investments 1.59% Add +6.3% 509,274 $98.4M
Macquarie Group Ltd. 0.11% Add +10.2% 465,360 $89.9M
Wells Fargo & Company 0.02% Add +33.4% 459,456 $88.8M
Amundi 0.03% Reduce -0.5% 447,080 $83.9M
CANADA LIFE ASSURANCE Co 0.12% Add +4.8% 426,070 $82.5M
Nordea Investment Management AB 0.07% Add +11.3% 426,870 $81.5M
Swiss National Bank 0.05% Reduce -4.8% 410,321 $79.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +2.7% 389,167 $75.2M
Janus Henderson Group PLC 0.03% Reduce -0.4% 368,666 $71.2M
Barclays PLC 0.03% Add +42.0% 364,194 $70.4M
Envestnet Asset Management Inc. 0.02% Add +43.7% 361,666 $69.9M
Neuberger Berman Group LLC 0.05% Add +4.5% 356,321 $68.8M
Aberdeen Group plc 0.10% Reduce -10.5% 343,694 $65.9M
Adelante Capital Management LLC 4.39% Reduce -0.5% 340,288 $65.7M
Lasalle Investment Management Securities LLC 2.43% Add +3.3% 320,841 $62.0M
Citadel Advisors 0.05% Reduce -63.6% 317,801 $61.4M
California Public Employees Retirement System 0.04% Reduce -0.8% 315,021 $60.9M
State of Tennessee, Department of Treasury 0.20% Add +20.8% 312,984 $60.5M
Cohen & Steers, Inc. 0.11% Reduce -6.3% 302,502 $58.4M
Rhumbline Advisers 0.05% Reduce -4.7% 294,895 $57.0M
CBRE Investment Management Listed Real Assets LLC 0.79% Reduce -25.9% 287,544 $55.5M
Asset Management One Co., Ltd. 0.16% Add +0.3% 286,981 $55.4M
Qube Research & Technologies Ltd 0.07% Reduce -12.6% 268,473 $51.9M
Raymond James Financial Inc. 0.02% Add +28.4% 267,373 $51.6M
Sei Investments Co. 0.06% Add +16.0% 266,967 $51.6M
BNP Paribas Financial Markets 0.04% Add +13.7% 262,965 $50.8M
Ferguson Wellman Capital Management, Inc. 0.81% Add +0.3% 257,035 $49.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% Reduce -1.4% 254,098 $49.1M
Nomura Asset Management Co. Ltd. 0.13% Add +1.8% 253,213 $48.9M
Public Employees Retirement System of Ohio 0.15% Reduce -0.6% 250,780 $48.4M
Russell Investments Group, Ltd. 0.05% Add +10.1% 245,489 $47.4M
American Century Companies Inc. 0.02% Reduce -9.7% 243,316 $47.0M
California State Teachers Retirement System 0.05% Add +3.3% 234,789 $45.4M
National Pension Service 0.03% Add +3.6% 228,155 $44.1M
Utah Retirement Systems 0.43% No change 226,610 $43.8M
M&T Bank Corp 0.15% Reduce -11.1% 223,701 $43.2M
First Trust Advisors LP 0.03% Add +6.4% 223,074 $43.1M
Heitman Real Estate Securities LLC 2.92% Add +12048.0% 220,972 $42.7M
Allianz Asset Management GmbH 0.05% Add +37.5% 220,631 $42.6M
Thrivent Financial for Lutherans 0.08% Add +3.1% 216,153 $41.8M
Brookfield Corp 0.05% Add +20.7% 210,494 $40.7M
AXA Investment Managers S.A. 0.10% — 190,538 $36.8M
Adage Capital Partners Gp, L.L.C. 0.06% Add +59.6% 189,482 $36.6M
Citigroup Inc. 0.03% Reduce -6.5% 188,190 $36.4M
Alliancebernstein L.P. 0.01% Reduce -1.4% 179,085 $34.6M
STRS Ohio 0.13% Add +25.0% 178,350 $34.5M
Susquehanna Portfolio Strategies, LLC 0.50% New 161,982 $31.3M
Sun Life Financial Inc. 1.59% Add +5.7% 161,087 $31.1M
Millennium Management 0.02% Add +47.3% 157,364 $30.4M
Royal Bank of Canada 0.01% Add +5.2% 154,673 $29.9M
D. E. Shaw & Co. 0.03% Add +217.2% 150,874 $29.1M
Bank of Montreal 0.01% Add +3.7% 149,883 $29.0M
Gotham Asset Management 0.12% Add +83.8% 147,500 $28.5M
Natixis Advisors, LLC 0.04% Add +106.3% 139,852 $27.0M
FIL Ltd 0.02% Add +276.1% 133,966 $25.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.16% Reduce -4.4% 129,760 $25.1M
Storebrand Asset Management As 0.07% Add +0.8% 127,568 $24.6M
State Board of Administration of Florida Retirement System 0.04% Reduce -5.3% 122,956 $23.8M
LPL Financial LLC 0.01% Add +11.8% 121,951 $23.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +1.3% 121,758 $23.5M
APG Asset Management N.V. 0.07% Reduce -0.9% 141,630 $23.3M
Centersquare Investment Management LLC 0.23% Add +2.2% 118,290 $22.9M
Danske Bank A/S 0.06% Add +9.8% 116,468 $22.5M
New York State Common Retirement Fund 0.03% Add +35.6% 116,431 $22.5M
Aviva PLC 0.04% Add +6.1% 113,058 $21.8M
Retirement Systems of Alabama 0.07% Reduce -0.2% 111,271 $21.5M
Prudential Financial Inc. 0.03% Reduce -2.8% 111,039 $21.4M
TD Asset Management Inc 0.02% Add +11.0% 110,195 $21.3M
Stifel Financial Corp. 0.02% Add +18.1% 108,522 $21.0M
APG Asset Management US Inc. 0.15% Reduce -16.9% 105,849 $20.3M
Freestone Grove Partners LP 0.15% Add +170.9% 104,519 $20.2M
Van Lanschot Kempen Investment Management N.V. 0.17% Reduce -1.4% 100,980 $19.5M
New York State Teachers Retirement System 0.04% Reduce -0.0% 99,844 $19.3M
Franklin Resources Inc. 0.00% Reduce -39.9% 98,616 $19.1M
Victory Capital Management Inc. 0.01% Reduce -3.4% 97,978 $18.9M
DekaBank Deutsche Girozentrale 0.03% No change 98,544 $18.8M
Ensign Peak Advisors, Inc 0.03% Reduce -4.7% 97,087 $18.8M
Investure, LLC 1.16% No change 96,900 $18.7M
1832 Asset Management L.P. 0.03% Add +5.2% 95,781 $18.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.6% 95,476 $18.4M
Sophron Capital Management L.P. 5.53% Add +0.9% 92,957 $18.0M
Robeco Institutional Asset Management B.V. 0.03% Reduce -9.4% 92,728 $17.9M
Quinn Opportunity Partners LLC 1.27% Add +373.7% 90,000 $17.4M
Korea Investment CORP 0.04% Reduce -35.7% 88,589 $17.1M
Toronto Dominion Bank 0.03% Reduce -0.9% 87,150 $16.8M
Resona Asset Management Co.,Ltd. 0.08% Add +6.3% 85,121 $16.5M
State of Alaska, Department of Revenue 0.17% Reduce -0.4% 85,195 $16.5M
Pacific Heights Asset Management LLC 0.73% Add +41.7% 85,000 $16.4M
Chilton Capital Management LLC 0.55% Add +1.2% 83,430 $16.2M
Cibc World Market Inc. 0.03% Add +33.4% 84,016 $16.2M
Royal London Asset Management Ltd. 0.03% Add +9.0% 83,642 $16.2M
Handelsbanken Fonder AB 0.05% Reduce -5.9% 83,548 $16.1M
State of New Jersey Common Pension Fund D 0.06% Add +1.2% 83,105 $16.1M
Balyasny Asset Management L.P. 0.03% Reduce -85.5% 82,913 $16.0M
State of Wisconsin Investment Board 0.04% Add +0.4% 81,712 $15.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -0.2% 80,805 $15.6M
Janney Montgomery Scott LLC 0.04% Add +18.1% 80,714 $15.6M
UniSuper Management Pty Ltd 0.09% Reduce -36.6% 78,878 $15.2M
Forsta Ap-Fonden 0.09% Add +24.2% 78,600 $15.2M
Van Eck Associates Corp. 0.01% Add +9.7% 77,253 $14.9M
Daiwa Securities Group Inc. 0.05% Add +3.5% 75,006 $14.5M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -3.3% 73,277 $14.2M
Pictet Asset Management Holding SA 0.01% Reduce -28.2% 71,035 $13.7M
Davis Selected Advisers 0.07% Add +15.2% 66,580 $12.9M
Massachusetts Financial Services Co. 0.00% Add +0.0% 66,033 $12.8M
Auto-Owners Insurance Co 0.32% No change 65,000 $12.6M
Vert Asset Management LLC 4.21% Add +3.1% 64,766 $12.5M
Uniplan Investment Counsel, Inc. 1.27% Add +0.9% 64,449 $12.4M
Treasurer of the State of North Carolina 0.04% Reduce -3.8% 63,940 $12.4M
Lighthouse Investment Partners, LLC 0.44% Reduce -24.8% 63,300 $12.2M
Varma Mutual Pension Insurance Co 0.08% Add +8.6% 62,161 $12.0M
Narwhal Capital Management 0.87% Add +12.8% 60,833 $11.8M
&partners 0.07% Add +13.5% 60,742 $11.7M
Greenland Capital Management LP 1.86% Add +3.2% 59,809 $11.6M
Swedbank AB 0.01% Reduce -5.7% 59,084 $11.4M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -2.9% 58,797 $11.4M
CIBC Asset Management Inc 0.03% Add +1.1% 58,520 $11.3M
Adams Diversified Equity Fund, Inc. 0.37% No change 57,600 $11.1M
CIBC Bancorp USA Inc. 0.07% — 57,244 $11.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -4.0% 57,094 $11.0M
Tidal Investments LLC 0.05% Add +11.4% 54,910 $10.6M
Cerity Partners LLC 0.02% Reduce -3.0% 54,697 $10.6M
Susquehanna International Group, LLP 0.02% Add +195.5% 53,558 $10.3M
KBC Group NV 0.02% Reduce -5.0% 53,259 $10.3M
Corient Private Wealth LP 0.02% Add +13.2% 52,700 $10.2M
IFM Investors Pty Ltd 0.09% Add +0.7% 52,186 $10.2M
Prudential PLC 0.07% Add +115.3% 51,307 $9.9M
Hilton Capital Management, LLC 0.80% Reduce -6.1% 51,081 $9.9M
Carronade Capital Management, LP 1.02% No change 51,047 $9.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% Add +1.5% 50,630 $9.8M
Caisse de depot et placement du Quebec 0.02% New 49,663 $9.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -2.3% 49,529 $9.6M
Boston Trust Walden Corp 0.07% Reduce -33.3% 49,359 $9.5M
KLP Kapitalforvaltning As 0.04% No change 48,779 $9.5M
Nisa Investment Advisors, LLC 0.04% Reduce -4.8% 48,446 $9.5M
First Financial Bankshares Inc 0.18% New 45,825 $8.9M
Man Group plc 0.02% Reduce -1.3% 45,601 $8.8M
Waterfront Capital Partners, LLC 5.72% Reduce -53.0% 45,257 $8.7M
Metis Global Partners, LLC 0.20% Add +21.0% 44,760 $8.6M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -0.2% 44,105 $8.5M
Westpac Banking Corp. 0.51% Reduce -6.2% 42,863 $8.3M
Credit Agricole S A 0.03% — 42,723 $8.3M
Arizona State Retirement System 0.04% Add +0.9% 41,968 $8.1M
Sienna Gestion 0.56% Reduce -12.8% 45,646 $8.0M
SummitTX Capital, L.P. 0.33% Add +8.7% 41,354 $8.0M
Natixis 0.04% New 41,142 $7.9M
State of Michigan Retirement System 0.04% Reduce -0.5% 40,811 $7.9M
Vestcor Inc 0.23% Add +65.3% 40,651 $7.9M
MetLife Investment Management, LLC 0.04% New 39,265 $7.6M
Nissay Asset Management Corp. /Japan 0.04% Reduce -0.1% 39,084 $7.5M
Squarepoint Ops LLC 0.02% Reduce -21.8% 38,998 $7.5M
Illinois Municipal Retirement Fund 0.10% Add +41.9% 38,927 $7.5M
National Bank of Canada 0.01% Reduce -62.0% 37,978 $7.3M
Nan Shan Life Insurance Co., Ltd. 0.15% No change 37,186 $7.2M
Renaissance Technologies 0.01% Reduce -68.7% 36,814 $7.1M
ProShare Advisors LLC 0.01% Add +3.0% 36,783 $7.1M
LBP Am SA 0.09% Add +2.6% 36,376 $7.0M
Czech National Bank 0.05% Add +3.9% 36,119 $7.0M
Huntington National Bank 0.06% Add +1.4% 35,614 $6.9M
Bank of Nova Scotia 0.01% Add +85.4% 34,957 $6.8M
Quantinno Capital Management LP 0.02% Add +15.3% 32,200 $6.2M
Cetera Investment Advisers 0.01% Add +35.0% 31,996 $6.2M
USS Investment Management Ltd 0.03% Reduce -0.3% 31,716 $6.1M
Voya Investment Management LLC 0.01% Reduce -22.9% 31,065 $6.0M
Assetmark, Inc. 0.01% Add +49.5% 30,832 $6.0M
Public Sector Pension Investment Board 0.02% Add +4.3% 30,693 $5.9M
AQR Capital Management 0.00% Reduce -63.0% 30,581 $5.8M
New Age Alpha Advisors, LLC 0.24% Reduce -5.4% 30,058 $5.8M
CI Investments Inc. 0.02% Add +0.5% 29,954 $5.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +7.6% 29,871 $5.8M
FineMark National Bank & Trust 0.19% Reduce -2.2% 29,821 $5.8M
Xponance LLC 0.05% Reduce -3.5% 29,517 $5.7M
DNB Asset Management AS 0.02% Reduce -0.0% 29,443 $5.7M
HighTower Advisors, LLC 0.01% Reduce -1.7% 29,192 $5.6M
ASR Vermogensbeheer N.V. 0.07% Reduce -0.6% 28,605 $5.5M
Groupe la Francaise 0.07% Reduce -2.3% 28,437 $5.5M
MAI Capital Management 0.03% Add +2.9% 28,366 $5.5M
Hantz Financial Services, Inc. 0.08% Add +3.7% 28,165 $5.4M
Amalgamated Bank 0.04% Reduce -1.8% 27,357 $5.3M
Cresset Asset Management, LLC 0.02% Add +2.6% 27,037 $5.3M
Mackenzie Financial Corp. 0.01% Add +6.8% 26,863 $5.2M
NEOS Investment Management LLC 0.04% Add +70.8% 26,854 $5.2M
Rockefeller Capital Management L.P. 0.01% Reduce -22.4% 25,457 $4.9M
Yousif Capital Management, LLC 0.05% Reduce -3.9% 25,588 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -3.8% 25,079 $4.8M
Osaic Holdings, Inc. 0.01% Add +7.6% 24,594 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +11.2% 24,305 $4.7M
Holocene Advisors, LP 0.01% Reduce -0.6% 24,287 $4.7M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.5% 22,856 $4.4M
Advocate Group LLC 0.71% Add +2.1% 22,216 $4.3M
Mercer Global Advisors Inc. 0.01% Reduce -26.4% 21,500 $4.2M
Creative Planning 0.00% Add +78.3% 21,287 $4.1M
Dean Investment Associates, LLC 0.57% Add +25.8% 20,970 $4.1M
New York Life Investment Management LLC 0.04% Reduce -2.6% 20,722 $4.0M
Swiss Life Asset Management Ltd 0.02% Add +90.4% 20,558 $4.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.7% 20,461 $4.0M
Pensionfund PDN 2.52% No change 20,120 $3.9M
US Bancorp \de 0.00% Add +5.2% 19,918 $3.8M
Land & Buildings Investment Management, LLC 0.68% New 19,248 $3.7M
Rafferty Asset Management, LLC 0.01% Add +6.1% 19,128 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +4.5% 18,825 $3.6M
Woodline Partners LP 0.02% Reduce -94.4% 18,795 $3.6M
Teacher Retirement System of Texas 0.01% Reduce -13.7% 18,655 $3.6M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 18,500 $3.6M
O'shaughnessy Asset Management, LLC 0.02% Reduce -2.6% 18,207 $3.5M
Azzad Asset Management Inc. 0.34% Add +10.6% 18,024 $3.5M
Pallas Capital Advisors LLC 0.13% Add +1.2% 17,689 $3.4M
Truist Financial Corp. 0.00% Add +54.9% 17,677 $3.4M
Abn Amro Investment Solutions 0.07% Reduce -31.3% 17,568 $3.4M
Aurora Investment Managers, LLC. 1.84% Add +3.4% 17,465 $3.4M
Spirit of America Management Corp. 0.67% No change 17,290 $3.3M
Riverview Capital Advisers, LLC 0.96% Reduce -20.6% 17,122 $3.3M
Oregon Public Employees Retirement Fund 0.04% Add +31.7% 16,189 $3.1M
Knights of Columbus Asset Advisors LLC 0.18% Reduce -21.7% 15,831 $3.1M
Texas Yale Capital Corp. 0.10% Add +44.5% 15,702 $3.0M
Norinchukin Bank, The 0.04% Add +0.9% 15,426 $3.0M
Mutual of America Capital Management LLC 0.03% Reduce -5.5% 15,415 $3.0M
Vanderbilt University 0.49% Add +51.5% 15,304 $3.0M
OP Asset Management Ltd 0.04% Add +4.2% 15,298 $3.0M
Horizon Investments, LLC 0.04% Add +13.3% 15,202 $2.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -0.3% 15,029 $2.9M
Schroder Investment Management Group 0.00% Reduce -95.5% 14,986 $2.9M
Federation des caisses Desjardins du Quebec 0.01% Reduce -14.5% 14,585 $2.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.31% Add +17.1% 14,565 $2.8M
Mechanics Bank Trust Department 0.39% Reduce -9.6% 14,267 $2.8M
Intact Investment Management Inc. 0.08% Reduce -53.9% 14,100 $2.7M
Malaga Cove Capital, LLC 0.98% Add +0.3% 14,034 $2.7M
SCS Capital Management LLC 0.03% Reduce -28.4% 13,951 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -5.8% 13,937 $2.7M
Brown Advisory Inc. 0.00% Reduce -11.7% 13,779 $2.7M
Morningstar Investment Management LLC 0.10% New 13,710 $2.6M
Vident Advisory, LLC 0.03% Reduce -12.5% 13,685 $2.6M
Candriam S.C.A. 0.01% No change 13,568 $2.6M
Kensington Investment Counsel, LLC 1.06% Reduce -20.6% 13,494 $2.6M
Pathstone Holdings, LLC 0.01% Reduce -13.7% 13,272 $2.6M
Public Employees Retirement Association of Colorado 0.01% Reduce -3.1% 13,216 $2.6M
Atria Investments, Inc 0.03% Add +20.0% 12,964 $2.5M
Masterton Capital Management, LP 1.33% New 12,600 $2.4M
Sarasin & Partners LLP 0.02% Reduce -53.2% 11,931 $2.3M
Coldstream Capital Management Inc. 0.03% Add +0.9% 11,904 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -94.0% 11,876 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +40.2% 11,836 $2.3M
Tredje AP-fonden 0.02% Add +7.0% 11,794 $2.3M
Zimmer Partners, LP 0.06% Add +393.6% 11,663 $2.3M
Ostrum Asset Management 0.10% Reduce -26.9% 11,469 $2.2M
Ethic Inc. 0.04% Reduce -12.5% 11,426 $2.2M
Naviter Wealth, LLC 0.26% Add +1.9% 11,304 $2.2M
Pacer Advisors, Inc. 0.01% Reduce -36.5% 11,347 $2.2M
Klein Pavlis & Peasley Financial, Inc. 1.32% Add +60.6% 11,124 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 11,120 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -12.5% 10,967 $2.1M
Ossiam 0.03% Add +4.6% 10,764 $2.1M
Dean Capital Management 0.81% Add +18.1% 10,736 $2.1M
Avanza Fonder AB 0.05% No change 10,734 $2.1M
Founders Financial Securities LLC 0.14% Add +16.2% 10,599 $2.0M
Mizuho Securities USA LLC 0.04% Add +5.5% 10,358 $2.0M
Lynch Asset Management, Inc. 0.65% No change 10,500 $2.0M
Prana Capital Management, LP 0.07% New 10,417 $2.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +64.5% 10,128 $1.9M
Pensionfund Sabic 0.53% Reduce -5.7% 10,002 $1.9M
Perpetual Ltd 0.02% Reduce -7.9% 9,809 $1.9M
FORA Capital, LLC 0.33% Reduce -38.1% 9,725 $1.9M
Jones Road Capital Management, L.P. 4.10% Reduce -11.8% 9,700 $1.9M
Icon Wealth Advisors, LLC 0.13% Add +138.5% 9,589 $1.9M
Blair William & Co. 0.00% Add +0.2% 9,456 $1.8M
Wolverine Trading, LLC 0.04% New 9,328 $1.8M
Wealthfront Advisers LLC 0.00% Reduce -0.3% 9,309 $1.8M
Marex Group Ltd 0.02% Reduce -25.8% 9,200 $1.8M
GeoWealth Management, LLC 0.06% Reduce -0.3% 9,070 $1.8M
Kentucky Retirement Systems 0.05% Reduce -1.8% 8,928 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.0% 9,178 $1.7M
Mariner, LLC 0.00% Reduce -21.4% 8,897 $1.7M
DoubleLine ETF Adviser LP 0.52% Add +5.9% 8,879 $1.7M
Sterling Capital Management LLC 0.02% Reduce -8.8% 8,793 $1.7M
Fifth Third Bancorp 0.01% Add +15.4% 8,688 $1.7M
Taylor Frigon Capital Management LLC 0.83% New 8,627 $1.7M
Martingale Asset Management L P 0.04% Reduce -17.6% 8,601 $1.7M
NJ State Employees Deferred Compensation Plan 0.18% No change 8,407 $1.6M
AG2R La Mondiale Gestion D'actifs 0.08% No change 7,974 $1.6M
Stableford Capital II LLC 0.59% New 8,400 $1.6M
Hartford Investment Management Co. 0.05% Reduce -2.7% 8,307 $1.6M
Allstate Corp. 0.04% Add +250.5% 8,152 $1.6M
Shell Asset Management Co. 0.16% Reduce -42.2% 8,127 $1.6M
Benjamin Edwards Inc. 0.02% Add +12.0% 7,980 $1.5M
Red Spruce Capital, LLC 0.62% Add +8.7% 7,926 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.8% 7,899 $1.5M
NewEdge Wealth, LLC 0.02% Add +55.6% 8,429 $1.5M
Presima Securities ULC 0.41% Add +3.5% 7,700 $1.5M
Erste Asset Management GmbH 0.01% Reduce -72.1% 7,654 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -3.2% 7,501 $1.4M
Louisiana State Employees Retirement System 0.02% No change 7,500 $1.4M
RB Capital Management, LLC 0.31% Reduce -0.1% 7,402 $1.4M
Savvy Advisors, Inc. 0.06% Add +15.9% 7,232 $1.4M
Commerce Bank 0.01% Reduce -0.9% 7,128 $1.4M
Moran Wealth Management, LLC 0.04% Reduce -1.1% 7,121 $1.4M
Cwm, LLC 0.00% Add +63.1% 7,053 $1.4M
Gulf International Bank (UK) Ltd 0.04% Reduce -2.1% 6,974 $1.3M
Maryland State Retirement & Pension System 0.03% No change 6,912 $1.3M
SG Americas Securities, LLC 0.00% Add +66.1% 6,893 $1.3M
Vinva Investment Management Ltd 0.03% Reduce -28.3% 6,812 $1.3M
Arbor Capital Management Inc. 1.05% Add +9.5% 6,817 $1.3M
Securian Asset Management, Inc. 0.03% Reduce -9.1% 6,749 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.4% 6,795 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Add +81.2% 6,652 $1.3M
Investment Management Corp of Ontario 0.02% Add +88.7% 6,613 $1.3M
Nomura Holdings Inc. 0.01% New 6,578 $1.3M
Allworth Financial LP 0.01% Add +1.8% 6,572 $1.3M
Moors & Cabot, Inc. 0.06% No change 6,548 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -8.6% 6,451 $1.2M
New Mexico Educational Retirement Board 0.04% Reduce -3.0% 6,427 $1.2M
Landscape Capital Management, L.L.C. 0.08% New 6,406 $1.2M
E. Ohman J:or Asset Management AB 0.03% No change 6,300 $1.2M
S-Bank Fund Management Ltd 0.16% Reduce -1.3% 6,208 $1.2M
Summit Trail Advisors, LLC 0.02% New 6,166 $1.2M
Bank Ozk 0.42% Reduce -9.2% 6,182 $1.2M
Procyon Advisors, LLC 0.07% Reduce -4.8% 6,160 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +8.1% 6,135 $1.2M
Avalon Trust Co 0.08% Reduce -91.3% 6,010 $1.2M
Altshuler Shaham Ltd 0.02% Reduce -23.1% 6,000 $1.2M
Sterling Investment Management, LLC 0.69% No change 5,953 $1.1M
American Assets Capital Advisers, LLC 1.21% Add +28.8% 5,933 $1.1M
Two Sigma Investments, LP 0.00% Add +139.8% 5,800 $1.1M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +1.5% 5,779 $1.1M
Captrust Financial Advisors 0.00% Reduce -4.7% 5,626 $1.1M
Bull Street Advisors, LLC 0.49% No change 5,440 $1.1M
Quadrant Capital Group LLC 0.03% Add +73.5% 5,316 $1.0M
Barings LLC 0.02% No change 6,454 $1.0M
OMERS ADMINISTRATION Corp 0.01% No change 5,088 $983K
Figure 8 Investment Strategies LLC 0.87% Reduce -13.4% 5,042 $974K
B. Metzler seel. Sohn & Co. AG 0.01% No change 5,034 $972K
Ar Asset Management Inc. 0.21% No change 5,000 $966K
Ally Financial Inc. 0.12% New 5,000 $966K
Two Sigma Securities, LLC 0.14% Reduce -79.6% 4,924 $951K
Empowered Funds, LLC 0.01% Add +51.0% 4,917 $950K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +5.9% 4,908 $948K
Armstrong Advisory Group, Inc. 0.06% Add +0.9% 4,598 $888K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 4,533 $876K
DRW Securities, LLC 0.04% Add +205.6% 4,496 $873K
Pasadena Private Wealth, LLC 0.13% Reduce -1.9% 4,492 $868K
Snowden Capital Advisors LLC 0.02% Reduce -30.6% 4,392 $856K
Assenagon Asset Management S.A. 0.00% Add +8.2% 4,429 $856K
Tower Research Capital LLC (TRC) 0.02% Reduce -50.2% 4,267 $824K
Stonegate Investment Group, LLC 0.02% Add +46.7% 4,257 $822K
Banque Cantonale Vaudoise 0.03% Add +16.6% 4,250 $820K
Glen Eagle Advisors, LLC 0.11% Add +1837.8% 4,147 $801K
United Capital Financial Advisors, LLC 0.01% Reduce -7.6% 4,143 $800K
HRT Financial LP 0.00% New 4,118 $795K
GTS Securities LLC 0.03% Add +281.9% 4,063 $785K
Guggenheim Capital LLC 0.01% Reduce -15.2% 4,035 $779K
Baker Tilly Wealth Management, LLC 0.18% Add +14.4% 4,031 $779K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.5% 4,006 $774K
Palogic Value Management, L.P. 0.33% New 3,998 $772K
Focus Partners Wealth 0.00% Add +4.5% 4,756 $769K
Daiichi Life Insurance Co., Ltd. 0.02% No change 3,943 $762K
44 Wealth Management LLC 0.26% New 3,933 $760K
Guidance Capital, Inc. 0.20% Reduce -1.7% 3,993 $756K
Elevation Wealth Partners, LLC 0.27% No change 3,890 $751K
QRG Capital Management, Inc. 0.01% Reduce -75.7% 3,882 $750K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -15.6% 3,851 $744K
Roundview Capital LLC 0.05% Reduce -5.2% 3,846 $743K
Mufg Securities Americas Inc. 0.05% Add +21.7% 3,835 $741K
Groupama Asset Managment 0.01% Reduce -70.5% 3,812 $736K
Westerkirk Capital Inc. 0.08% No change 3,800 $734K
Quantitative Investment Management, LLC 0.10% New 3,802 $734K
Wealth Alliance, LLC 0.07% Add +64.5% 3,754 $725K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -3.0% 3,742 $723K
Excalibur Management Corp. 0.26% Reduce -0.8% 3,737 $722K
Buck Wealth Strategies, LLC 0.10% Reduce -20.1% 3,692 $713K
TD Private Client Wealth LLC 0.02% Add +1190.8% 3,666 $708K
Polymer Capital Management (US) LLC 0.09% Reduce -49.4% 3,533 $682K
Intech Investment Management LLC 0.01% No change 3,484 $673K
MML Investors Services, LLC 0.00% Add +13.9% 3,423 $661K
Stephens Inc. 0.01% Reduce -87.5% 3,378 $652K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.8% 3,358 $649K
Plato Investment Management Ltd 0.04% No change 3,368 $646K
High Probability Advisors, LLC 0.09% No change 3,318 $641K
Kestra Advisory Services, LLC 0.00% Reduce -49.2% 3,297 $637K
Caldwell Trust Co 0.06% Reduce -44.4% 3,292 $636K
Invst, LLC 0.07% Reduce -1.6% 3,291 $636K
Mgo One Seven LLC 0.01% Add +24.6% 3,263 $630K
Penserra Capital Management LLC 0.01% Add +0.3% 3,232 $623K
Park Avenue Securities LLC 0.00% Add +30.6% 3,176 $614K
HighPoint Advisor Group LLC 0.03% Add +8.9% 3,147 $608K
Arkadios Wealth Advisors 0.01% Add +26.1% 3,076 $594K
Smartleaf Asset Management LLC 0.04% Add +32.6% 3,052 $591K
Pacific Sun Financial Corp 0.28% Add +78.4% 3,051 $589K
Bessemer Group Inc. 0.00% Add +1.4% 3,040 $588K
Kintegral Advisory, LLC 0.05% Reduce -0.4% 2,986 $582K
Capital Square, LLC 0.29% Reduce -6.5% 2,976 $575K
Laird Norton Wetherby Wealth Management, LLC 0.02% Reduce -10.1% 2,964 $573K
Siemens Fonds Invest GmbH 0.03% Reduce -1.9% 2,914 $563K
Cambria Investment Management, L.P. 0.03% Add +15.6% 2,893 $559K
Tectonic Advisors LLC 0.03% Add +22.1% 2,883 $557K
Merit Financial Group, LLC 0.01% Reduce -2.5% 2,818 $544K
Tuttle Capital Management, LLC 2.06% No change 2,816 $544K
Greenleaf Trust 0.00% Reduce -4.1% 2,809 $543K
Arax Advisory Partners 0.01% Add +1264.7% 2,784 $538K
Glenmede Investment Management, LP 0.00% Add +48.5% 2,782 $537K
Intrua Financial, LLC 0.06% Reduce -0.8% 2,767 $535K
Axxcess Wealth Management, LLC 0.01% Add +5.5% 2,741 $529K
MUFG Securities EMEA plc 0.01% Add +549.6% 2,722 $526K
Whittier Trust Co. 0.01% No change 2,725 $520K
Flputnam Investment Management Co. 0.01% No change 2,682 $518K
Exchange Traded Concepts, LLC 0.00% Add +310.1% 2,559 $494K
Prime Capital Investment Advisors, LLC 0.01% Add +0.7% 2,544 $491K
Ofi Invest Asset Management 0.01% Reduce -13.8% 2,984 $491K
Lido Advisors, LLC 0.00% Add +9.3% 2,495 $486K
Campbell & CO Investment Adviser LLC 0.04% Reduce -42.3% 2,460 $475K
UMB Bank, n.a. 0.01% Reduce -8.3% 2,454 $474K
Private Advisor Group, LLC 0.00% Add +0.3% 2,443 $472K
EPG Wealth Management LLC 0.13% Add +9.0% 2,428 $469K
Keybank National Association 0.00% Add +2.4% 2,396 $463K
GF Fund Management Co. LTD. 0.01% Reduce -5.1% 2,382 $460K
GAMMA Investing LLC 0.02% Reduce -5.8% 2,333 $451K
AlphaCore Capital LLC 0.01% Add +13.1% 2,290 $447K
Mystic Asset Management, Inc. 0.10% Reduce -3.4% 2,310 $446K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -20.1% 2,291 $446K
Canton Hathaway, LLC 0.09% No change 2,300 $444K
SVB Wealth LLC 0.02% Add +0.8% 2,272 $439K
Private Wealth Asset Management, LLC 0.05% Reduce -4.3% 2,240 $433K
Probity Advisors, Inc. 0.07% Reduce -0.5% 2,233 $431K
Warwick Investment Management, Inc. 0.07% New 2,191 $423K
Praxis Investment Management Inc. 0.03% No change 2,190 $423K
Chesapeake Asset Management LLC 0.37% Add +215.3% 2,185 $422K
Choreo, LLC 0.01% Reduce -4.4% 2,150 $420K
Lazard Asset Management LLC 0.00% Add +7.6% 2,159 $417K
Prestige Wealth Management Group LLC 0.08% Add +1.9% 2,111 $411K
Visionary Wealth Advisors 0.02% New 2,095 $405K
West Paces Advisors Inc. 0.08% New 2,039 $394K
Wedge Capital Management L L P 0.01% Reduce -33.9% 2,001 $387K
Winebrenner Capital Management LLC 0.28% No change 2,000 $386K
Supplemental Annuity Collective Trust of NJ 0.10% No change 2,000 $386K
GC Wealth Management RIA, LLC 0.01% New 1,991 $385K
Profund Advisors LLC 0.01% Add +6.3% 1,980 $382K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.6% 1,970 $381K
PUREfi Wealth, LLC 0.29% New 1,965 $380K
Lewis Asset Management, LLC 0.16% Add +20.3% 1,955 $378K
Kestra Private Wealth Services, LLC 0.00% Add +33.8% 1,923 $371K
Tema ETFs LLC 0.03% New 1,917 $370K
Larson Financial Group LLC 0.01% Reduce -31.6% 1,903 $368K
Boothbay Fund Management, LLC 0.01% Add +28.1% 1,891 $365K
Sompo Asset Management Co., Ltd. 0.06% Reduce -25.3% 1,890 $365K
Savant Capital, LLC 0.00% Add +28.6% 1,876 $362K
Legacy Capital Wealth Partners, LLC 0.08% Add +9.2% 1,869 $361K
Hazelview Securities Inc. 0.07% New 1,860 $359K
Hilltop Holdings Inc. 0.02% New 1,850 $357K
Interchange Capital Partners, LLC 0.07% Reduce -0.7% 1,825 $353K
HB Wealth Management, LLC 0.00% Add +10.1% 1,818 $351K
Evergreen Capital Management LLC 0.01% Reduce -5.5% 1,780 $347K
Ballentine Partners, LLC 0.00% Reduce -9.4% 1,790 $346K
Signaturefd, LLC 0.01% Reduce -5.5% 1,781 $344K
Polymer Capital Management (HK) LTD 0.05% New 1,737 $336K
Ellevest, Inc. 0.05% Reduce -17.6% 1,681 $325K
EntryPoint Capital, LLC 0.12% Reduce -32.3% 1,667 $322K
Segment Wealth Management, LLC 0.02% Add +10.2% 1,663 $321K
Fiduciary Trust Co 0.00% Reduce -13.1% 1,645 $318K
Federated Hermes, Inc. 0.00% Reduce -66.9% 1,641 $317K
Phoenix Financial Ltd. 0.00% Add +41.8% 1,621 $314K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 1,606 $310K
CIBC Private Wealth Group LLC 0.00% Reduce -1.6% 1,597 $309K
Ramirez Asset Management, Inc. 0.04% Reduce -86.3% 1,586 $306K
XTX Topco Ltd 0.02% Reduce -94.1% 1,584 $306K
Ieq Capital, LLC 0.00% Reduce -8.6% 1,577 $305K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,516 $293K
Bailard, Inc. 0.01% Reduce -11.9% 1,504 $291K
Walter Public Investments Inc. 0.05% Reduce -43.6% 1,500 $290K
Vontobel Holding Ltd. 0.00% Reduce -98.5% 1,488 $287K
American Investment Services, Inc. 0.07% Reduce -0.1% 1,481 $286K
Checchi Capital Advisers, LLC 0.02% Reduce -7.7% 1,472 $284K
Everhart Financial Group, Inc. 0.03% Reduce -18.7% 1,457 $281K
PFG Investments, LLC 0.01% Add +4.4% 1,456 $281K
Prospera Financial Services Inc 0.00% Add +18.8% 1,435 $277K
Farther Finance Advisors, LLC 0.00% Add +39.2% 1,434 $277K
Patrick M Sweeney & Associates, Inc. 0.18% No change 1,409 $272K
Apollon Wealth Management, LLC 0.00% Add +17.6% 1,406 $272K
Marble Harbor Investment Counsel, LLC 0.03% No change 1,400 $270K
Hartford Funds Management Co LLC 0.02% Reduce -14.8% 1,396 $270K
Landmark Investment Partners, L.P. 0.22% New 1,393 $269K
West Oak Capital, LLC 0.13% Reduce -8.0% 1,390 $269K
Meeder Advisory Services, Inc. 0.01% Reduce -34.6% 1,388 $268K
Fifth Third Wealth Advisors LLC 0.01% Reduce -14.5% 1,384 $267K
NorthRock Partners, LLC 0.00% Add +14.0% 1,381 $267K
Garrison Point Advisors, LLC 0.11% Reduce -3.5% 1,375 $266K
Cigna Investments Inc. 0.04% No change 1,374 $265K
Lafayette Investments, Inc. 0.05% No change 1,350 $261K
True North Advisors, LLC 0.04% Reduce -3.7% 1,350 $261K
Quotient Wealth Partners, LLC 0.01% Reduce -2.2% 1,346 $260K
Syon Capital LLC 0.01% New 1,322 $255K
Avantra Family Wealth, Inc. 0.19% New 1,310 $253K
Highline Wealth Partners LLC 0.07% Reduce -0.5% 1,310 $253K
Callan Family Office, LLC 0.01% Reduce -45.2% 1,297 $251K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.4% 1,296 $250K
Abel Hall, LLC 0.10% New 1,292 $250K
Brooklyn Investment Group 0.03% Add +4.2% 1,213 $248K
Wolverine Asset Management LLC 0.02% New 1,265 $244K
Cetera Trust Company, N.A 0.14% No change 1,260 $243K
Cornerstone Advisory, LLC 0.02% Reduce -1.3% 1,253 $242K
OneDigital Investment Advisors LLC 0.00% Reduce -1.4% 1,246 $241K
Opus Capital Group, LLC 0.03% New 1,245 $240K
Verition Fund Management LLC 0.00% Reduce -96.7% 1,233 $238K
Beverly Hills Private Wealth, LLC 0.04% Reduce -25.7% 1,210 $234K
Parallel Advisors, LLC 0.00% Add +0.6% 1,170 $226K
Insigneo Advisory Services, LLC 0.02% New 1,163 $225K
Stratos Wealth Partners, LTD. 0.00% New 1,162 $225K
DAVENPORT & Co LLC 0.00% Add +2.5% 1,132 $219K
Renaissance Group LLC 0.01% Add +1.2% 1,122 $217K
Resurgent Financial Advisors LLC 0.11% New 1,120 $216K
CX Institutional 0.01% Add +14.3% 1,112 $215K
Harbour Capital Advisors, LLC 0.04% Reduce -8.3% 1,105 $207K
Patton Fund Management, Inc. 0.04% No change 1,069 $206K
Blue Trust, Inc. 0.00% Reduce -0.5% 1,061 $205K
Integrated Wealth Concepts LLC 0.00% Reduce -9.0% 1,057 $204K
Dynamic Technology Lab Private Ltd 0.03% New 1,045 $202K
First Affirmative Financial Network 0.10% New 1,045 $202K
Dynamic Wealth Strategies, LLC 0.13% Add +72.6% 982 $190K
Motco 0.02% Add +13.6% 917 $177K
Geneos Wealth Management Inc. 0.00% Reduce -17.1% 904 $175K
EverSource Wealth Advisors, LLC 0.01% Reduce -35.8% 799 $154K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Add +14.6% 785 $152K
Principal Securities, Inc. 0.00% Reduce -16.6% 768 $148K
Brown Brothers Harriman & Co. 0.00% Add +92.5% 689 $133K
TD Waterhouse Canada Inc. 0.00% Reduce -35.6% 675 $129K
NewEdge Advisors, LLC 0.00% Reduce -4.8% 654 $126K
United Community Bank 0.04% Reduce -91.7% 640 $124K
Jones Financial Companies LLLP 0.00% Add +7.9% 615 $120K
Spire Wealth Management 0.00% Reduce -1.3% 590 $114K
Harvest Fund Management Co., Ltd 0.00% New 574 $111K
Global Retirement Partners, LLC 0.00% Add +13.3% 564 $109K
Atlantic Union Bankshares Corp 0.00% Add +94.8% 561 $108K
Sherman Asset Management, Inc. 0.09% No change 528 $102K
Ameriflex Group, Inc. 0.04% New 496 $96K
Alpine Bank Wealth Management 0.01% No change 484 $93K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.2% 477 $92K
Cromwell Holdings LLC 0.05% Add +0.4% 456 $89K
Tompkins Financial Corp. 0.01% No change 450 $87K
Advisory Services Network, LLC 0.00% New 444 $86K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 434 $84K
Global X Japan Co., Ltd. 0.01% Reduce -14.4% 392 $76K
CYBER HORNET ETFs LLC 0.05% Add +3.0% 382 $74K
Silvant Capital Management LLC 0.00% No change 375 $72K
Trust Co. of Toledo NA 0.01% No change 359 $69K
Bear Mountain Capital, Inc. 0.02% No change 369 $69K
Sentry Investment Management LLC 0.05% Reduce -10.2% 362 $68K
Golden State Wealth Management, LLC 0.01% Add +255.2% 341 $66K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 340 $66K
Sunbelt Securities, Inc. 0.00% Reduce -8.2% 337 $65K
Tobam 0.02% Add +1.9% 317 $61K
Rakuten Investment Management, Inc. 0.00% — 2,075 $60K
Wealthspire Advisors, LLC 0.00% New 302 $58K
Generali Asset Management SPA SGR 0.00% No change 298 $58K
Wiser Advisor Group LLC 0.07% New 293 $57K
Inlight Wealth Management, LLC 0.03% No change 289 $56K
Hilltop National Bank 0.01% No change 286 $55K
Trust Co. of Vermont 0.00% Reduce -12.7% 275 $53K
Harbour Investments, Inc. 0.00% Add +62.0% 269 $52K
Muzinich & Co., Inc. 0.02% No change 251 $48K
First Financial Corp. 0.02% No change 250 $48K
Capital Analysts, LLC 0.00% Add +2.1% 247 $48K
Summit Securities Group LLC 0.02% Add +155.2% 245 $47K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -63.7% 242 $46K
Heritage Wealth Advisors 0.00% No change 228 $44K
Arlington Trust Co LLC 0.01% No change 227 $44K
Parkside Financial Bank & Trust 0.00% Add +16.5% 226 $44K
Rosenberg Matthew Hamilton 0.01% Reduce -30.7% 210 $41K
Crowley Wealth Management, Inc. 0.03% No change 200 $39K
Fulcrum Asset Management LLP 0.01% No change 189 $37K
IFP Advisors, Inc 0.00% Add +58.1% 185 $36K
Gold Investment Management Ltd. 0.01% No change 178 $34K
Covestor Ltd 0.02% Reduce -42.3% 169 $33K
AlphaQuest LLC 0.00% New 169 $33K
Ancora Advisors LLC 0.00% No change 167 $32K
Bokf, NA 0.00% New 162 $31K
Caitong International Asset Management Co., Ltd 0.02% Reduce -8.7% 158 $31K
Private Trust Co. NA 0.00% Reduce -26.3% 157 $30K
Mather Group, Llc. 0.00% New 155 $30K
Whipplewood Advisors, LLC 0.02% Reduce -5.5% 154 $30K
Legacy Bridge, LLC 0.01% No change 150 $29K
Blume Capital Management, Inc. 0.01% No change 150 $29K
Colonial Trust Co / SC 0.00% Add +46.9% 144 $28K
Harbor Investment Advisory, LLC 0.00% No change 141 $27K
Deseret Mutual Benefit Administrators 0.01% No change 137 $26K
Proathlete Wealth Management LLC 0.01% No change 135 $26K
Byrne Asset Management LLC 0.02% No change 135 $26K
Monetary Management Group Inc. 0.01% No change 125 $24K
GW&K Investment Management, LLC 0.00% Add +71.2% 125 $24K
Versant Capital Management, Inc 0.00% Reduce -58.0% 118 $23K
Clearstead Advisors, LLC 0.00% Reduce -39.8% 115 $22K
Corundum Trust Company, INC 0.05% New 109 $21K
Rothschild Investment LLC 0.00% Reduce -9.5% 105 $20K
CVA Family Office, LLC 0.00% Reduce -11.1% 104 $20K
TruNorth Capital Management, LLC 0.00% Add +18.4% 103 $20K
Cullen/Frost Bankers, Inc. 0.00% Reduce -2.9% 101 $20K
Vision Financial Markets LLC 0.02% No change 100 $19K
Nalls Sherbakoff Group, LLC 0.01% No change 100 $19K
Clearstead Trust, LLC 0.00% Reduce -38.3% 100 $19K
Bruce G. Allen Investments, LLC 0.01% No change 98 $19K
Farmers & Merchants Investments Inc. 0.00% No change 94 $18K
Hughes Financial Services, LLC 0.00% Add +1.0% 99 $17K
Plante Moran Financial Advisors, LLC 0.00% Add +3.5% 90 $17K
HM Payson & Co. 0.00% No change 85 $16K
Simplex Trading, LLC 0.00% New 88 $16K
Raiffeisen Bank International AG 0.00% New 76 $15K
Bell Investment Advisors, Inc 0.00% Add +8.7% 75 $14K
Salomon & Ludwin, LLC 0.00% New 75 $14K
Montag A & Associates Inc. 0.00% No change 72 $14K
MV Capital Management, Inc. 0.00% Reduce -6.6% 71 $14K
SOA Wealth Advisors, LLC. 0.00% New 68 $13K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -8.2% 67 $13K
Meeder Asset Management Inc. 0.00% Reduce -48.9% 67 $13K
Rise Advisors, LLC 0.00% Add +15.5% 67 $13K
Sound Income Strategies, LLC 0.00% Reduce -64.2% 67 $12K
Quent Capital, LLC 0.00% New 64 $12K
Washington Trust Advisors, Inc. 0.00% Add +10.3% 64 $12K
Asset Dedication, LLC 0.00% New 64 $12K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -46.9% 59 $11K
Manchester Capital Management LLC 0.00% New 58 $11K
T. Rowe Price Investment Management, Inc. 0.00% New 54 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 55 $11K
City Holding Co. 0.00% New 53 $10K
Smithfield Trust Co 0.00% No change 52 $10K
GPS Wealth Strategies Group, LLC 0.00% No change 50 $10K
AdvisorNet Financial, Inc 0.00% Add +213.3% 47 $9K
Wolff Wiese Magana LLC 0.01% No change 46 $9K
Horizon Financial Services, LLC 0.00% Add +350.0% 45 $9K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +1400.0% 45 $9K
Avion Wealth 0.00% Add +2.4% 42 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 41 $8K
Zions Bancorporation, National Association 0.00% Reduce -83.3% 40 $8K
Sachetta, LLC 0.00% Add +40.7% 38 $7K
Physician Wealth Advisors, Inc. 0.00% Add +192.3% 38 $7K
General Partner, Inc. 0.00% No change 38 $7K
Cornerstone Planning Group LLC 0.00% Add +23.5% 42 $7K
Fortitude Family Office, LLC 0.00% Reduce -96.5% 36 $7K
Aventura Private Wealth, LLC 0.00% No change 35 $7K
CoreCap Advisors, LLC 0.00% Add +9.4% 35 $7K
ORG Partners LLC 0.00% Add +30.8% 34 $7K
Bogart Wealth, LLC 0.00% Add +30.8% 34 $7K
Noble Wealth Management PBC 0.00% — 32 $6K
Ogorek Anthony Joseph /NY/ 0.00% No change 33 $6K
JNBA Financial Advisors 0.00% No change 31 $6K
Cape Investment Advisory, Inc. 0.01% Add +400.0% 30 $6K
Howard Hughes Medical Institute 0.00% No change 30 $6K
Private Wealth Management Group, LLC 0.00% No change 29 $6K
Raffa Wealth Management, LLC 0.00% Add +20.8% 29 $6K
Grove Bank & Trust 0.00% No change 26 $5K
Hemington Wealth Management 0.00% No change 29 $5K
Minot DeBlois Advisors LLC 0.00% No change 25 $5K
Transamerica Financial Advisors, LLC 0.00% Add +2400.0% 25 $5K
Financial Management Professionals, Inc. 0.00% Reduce -36.1% 23 $4K
JPL Wealth Management, LLC 0.00% New 23 $4K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -89.7% 20 $4K
NBT Bank, N.A. 0.00% No change 20 $4K
Root Financial Partners, LLC 0.00% New 20 $4K
Red Tortoise LLC 0.00% No change 19 $4K
Activest Wealth Management 0.00% Add +72.7% 19 $4K
Holos Integrated Wealth LLC 0.00% No change 19 $4K
Abound Wealth Management 0.00% No change 17 $3K
Leonteq Securities AG 0.00% New 17 $3K
Aspect Partners, LLC 0.00% No change 16 $3K
Addison Advisors LLC 0.00% Add +23.1% 16 $3K
Hanson & Doremus Investment Management 0.00% New 14 $3K
PFS Partners, LLC 0.00% New 15 $3K
MCF Advisors LLC 0.00% No change 14 $3K
WPG Advisers, LLC 0.00% Reduce -65.0% 14 $3K
Steigerwald, Gordon & Koch Inc. 0.00% New 14 $3K
Lanark Financial, Inc. 0.00% No change 14 $3K
First Horizon Corp. 0.00% — 14 $3K
Copia Wealth Management 0.00% No change 12 $2K
S&T Bank 0.00% Reduce -33.3% 12 $2K
High Note Wealth, LLC 0.00% Reduce -36.8% 12 $2K
Wealth Watch Advisors, INC 0.00% New 11 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 10 $2K
Coston, McIsaac & Partners 0.00% New 14 $2K
Dunhill Financial, LLC 0.00% No change 10 $2K
IMG Wealth Management, Inc. 0.00% No change 10 $2K
Dogwood Wealth Management LLC 0.00% Reduce -70.6% 10 $2K
Painted Porch Advisors LLC 0.00% No change 10 $2K
Winnacle Wealth LLC 0.00% New 9 $2K
Wilmington Savings Fund Society, FSB 0.00% Reduce -98.7% 8 $2K
True Wealth Design, LLC 0.00% Add +16.7% 7 $1K
TFC Financial Management, Inc. 0.00% No change 7 $1K
Bare Financial Services, Inc 0.00% New 7 $1K
Cedar Mountain Advisors, LLC 0.00% New 7 $1K
Creative Financial Designs Inc. 0.00% Reduce -12.5% 7 $1K
Clark Wealth Partners 0.00% No change 7 $1K
Johnson Financial Group, Inc. 0.00% New 6 $1K
Kilter Group LLC 0.00% Add +500.0% 6 $1K
Albion Financial Group 0.00% No change 6 $1K
Financial Network Wealth Advisors LLC 0.00% No change 6 $1K
Eastern Bank 0.00% New 6 $1K
Navigoe, LLC 0.00% New 9 $1K
Capital Advisors, Ltd. LLC 0.00% No change 4 $1K
Valued Wealth Advisors LLC 0.00% No change 5 $975
Financial Consulate, Inc. 0.00% New 5 $966
Trifecta Capital Advisors, LLC 0.00% No change 5 $966
SouthState Bank Corp 0.00% Reduce -75.0% 5 $966
Principia Wealth Advisory, LLC 0.00% Reduce -20.0% 4 $773
Signature Resources Capital Management, LLC 0.00% No change 4 $773
Nvwm, LLC 0.00% Reduce -50.0% 4 $773
Core Alternative Capital 0.00% Reduce -97.5% 4 $773
Tortoise Investment Management, LLC 0.00% No change 4 $773
American Capital Advisory, LLC 0.00% Add +200.0% 3 $580
Breakwater Investment Management 0.00% New 3 $580
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $580
Retirement Wealth Solutions LLC 0.00% New 2 $387
DecisionPoint Financial, LLC 0.00% No change 2 $383
Turning Point Benefit Group, Inc. 0.00% New 2 $382
Essential Partners LLC 0.00% Reduce -66.7% 1 $196
First Pacific Financial 0.00% New 1 $194
Davis Capital Management 0.00% — 1 $193
Centerpoint Advisors, LLC 0.00% No change 1 $0
Cloud Capital Management, LLC 0.00% New 5 $0

"% of holder's portfolio" is AVB's weight in each manager's 13F, not the share of Avalonbay Communities Inc. the manager owns.