Avalonbay CommunitiesAVB

13F holders, Q1 2026 (March 31)
747holders −3
98new positions
99sold out
9famous investors
$163.40avg. 13F price*

At the end of Q1 2026, 747 institutions reported holding Avalonbay Communities Inc. (AVB) in their 13F filings, down 3 from Q4 2025. 98 opened new positions and 99 sold out. The largest holders were BlackRock, Inc. ($2.9B), Vanguard Portfolio Management LLC ($2.0B) and State Street Corp. ($1.5B). 9 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions98$364.3M
Exits99$507.8M

All 13F filers, Q4 2025 → Q1 2026: 7,812,937 shares bought and 11,772,653 shares sold, net −3,959,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 747 holders

BlackRock, Inc. 0.05% Reduce -5.5% 17,535,716 $2.9B
Vanguard Portfolio Management LLC 0.10% — 12,166,872 $2.0B
State Street Corp. 0.05% Reduce -2.0% 9,270,950 $1.5B
Vanguard Capital Management LLC 0.04% — 9,211,475 $1.5B
Principal Financial Group Inc. 0.39% Reduce -1.2% 4,441,599 $725.5M
JPMorgan Chase & Co. 0.05% Reduce -13.4% 4,466,121 $721.5M
Geode Capital Management, LLC 0.04% Add +3.2% 4,282,888 $697.3M
T. Rowe Price Associates Inc. 0.07% Add +0.0% 3,934,935 $642.8M
Charles Schwab Investment Management Inc. 0.09% Add +3.3% 3,430,876 $561.4M
Northern Trust Corp. 0.06% Reduce -6.8% 2,663,815 $435.1M
Goldman Sachs Group Inc. 0.05% Add +48.1% 2,238,186 $365.6M
Bank of America Corp. 0.03% Add +10.8% 2,204,314 $360.1M
Dimensional Fund Advisors LP 0.07% Add +1.4% 2,137,158 $349.1M
Legal & General Group Plc 0.08% Reduce -5.3% 2,019,267 $329.8M
Invesco Ltd. 0.03% Reduce -26.7% 1,917,627 $313.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -3.4% 1,740,152 $284.3M
Morgan Stanley 0.02% Reduce -15.8% 1,665,936 $272.1M
Ameriprise Financial Inc. 0.06% Reduce -2.7% 1,639,292 $265.8M
Citadel Advisors 0.17% Add +586.0% 1,458,952 $238.3M
FMR LLC 0.01% Add +34.0% 1,179,289 $192.6M
Nuveen, LLC 0.04% Reduce -24.6% 846,142 $138.2M
Bank of New York Mellon Corp 0.03% Reduce -11.4% 831,941 $135.9M
Duff & Phelps Investment Management Co. 1.37% Reduce -14.2% 806,750 $131.8M
Vanguard Fiduciary Trust Co. 0.03% — 796,954 $130.2M
PGGM Investments 2.13% Reduce -4.9% 743,501 $121.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -0.7% 724,280 $118.3M
Holocene Advisors, LP 0.28% Reduce -20.2% 711,729 $116.3M
HSBC Holdings PLC 0.07% Add +10.4% 691,452 $112.9M
Amundi 0.03% Add +24.2% 633,842 $103.5M
Wellington Management Group LLP 0.02% Reduce -61.7% 603,725 $98.6M
UBS Group AG 0.02% Reduce -14.8% 598,886 $97.8M
Deutsche Bank AG 0.03% Reduce -1.4% 592,265 $96.7M
Teacher Retirement System of Texas 0.37% Add +55.5% 541,135 $88.4M
Aew Capital Management L P 6.23% Reduce -5.7% 525,343 $85.8M
Bahl & Gaynor LLC 0.42% Add +0.8% 511,370 $83.5M
Barclays PLC 0.03% Add +52.5% 499,003 $81.5M
Blackstone Inc. 0.31% New 465,000 $76.0M
State of Tennessee, Department of Treasury 0.25% Add +15.9% 461,672 $75.4M
Nordea Investment Management AB 0.07% Add +2.3% 454,573 $72.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +5.3% 430,748 $70.4M
Millennium Management 0.05% New 419,288 $68.5M
Swiss National Bank 0.04% Add +6.5% 415,521 $67.9M
Balyasny Asset Management L.P. 0.13% Add +201.3% 378,937 $61.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% Add +24.7% 369,850 $60.4M
CANADA LIFE ASSURANCE Co 0.11% Add +0.8% 361,556 $59.2M
APG Asset Management US Inc. 0.45% Add +371.8% 356,542 $58.8M
Citigroup Inc. 0.04% Add +15.6% 354,956 $58.0M
BNP Paribas Financial Markets 0.04% Add +16.6% 352,952 $57.7M
Lasalle Investment Management Securities LLC 2.23% Add +3.6% 344,766 $56.3M
Wells Fargo & Company 0.01% Reduce -14.8% 342,988 $56.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.09% Add +2.6% 329,908 $53.9M
Adelante Capital Management LLC 3.63% Add +2.3% 325,177 $53.1M
Vanguard Global Advisers, LLC 0.03% — 309,995 $50.6M
First Trust Advisors LP 0.03% Add +6.4% 298,424 $48.7M
Point72 Asset Management 0.09% New 296,549 $48.4M
California Public Employees Retirement System 0.03% Reduce -5.5% 291,774 $47.7M
Envestnet Asset Management Inc. 0.01% Reduce -7.0% 287,628 $47.0M
Rhumbline Advisers 0.04% Reduce -0.6% 283,918 $46.4M
Neuberger Berman Group LLC 0.03% Reduce -8.5% 276,396 $45.1M
Asset Management One Co., Ltd. 0.13% Reduce -4.0% 273,612 $44.7M
Sei Investments Co. 0.04% Add +6.2% 271,640 $44.4M
Nomura Asset Management Co. Ltd. 0.11% Add +3.9% 268,969 $43.9M
Nomura Asset Management International Inc. 0.07% Reduce -38.7% 253,497 $41.4M
Russell Investments Group, Ltd. 0.04% Add +6.0% 252,030 $41.0M
Ferguson Wellman Capital Management, Inc. 0.56% Reduce -1.5% 250,554 $40.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 248,557 $40.6M
National Pension Service 0.03% Reduce -11.9% 242,015 $39.5M
Thrivent Financial for Lutherans 0.08% Add +12.4% 240,035 $39.2M
California State Teachers Retirement System 0.04% Reduce -3.6% 229,250 $37.4M
Freestone Grove Partners LP 0.26% New 221,344 $36.2M
Allianz Asset Management GmbH 0.04% Add +0.5% 216,088 $35.3M
Public Employees Retirement System of Ohio 0.11% Reduce -12.8% 211,756 $34.6M
Aberdeen Group plc 0.05% Reduce -40.2% 194,448 $31.8M
Two Sigma Investments, LP 0.03% Reduce -5.3% 189,835 $31.0M
Alliancebernstein L.P. 0.01% Reduce -5.4% 166,320 $30.2M
Fort Washington Investment Advisors Inc. 0.16% Add +24.9% 180,783 $29.5M
FIL Ltd 0.02% Add +2.7% 165,101 $27.0M
Vanguard Investments Australia, Ltd. 0.08% — 165,005 $27.0M
Royal Bank of Canada 0.01% Add +1.6% 164,407 $26.9M
SG Americas Securities, LLC 0.03% Add +96.7% 159,728 $26.1M
Canada Pension Plan Investment Board 0.02% Reduce -86.1% 158,087 $25.8M
Pacific Heights Asset Management LLC 0.82% No change 150,000 $24.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.18% Reduce -0.2% 149,807 $24.5M
Voloridge Investment Management, LLC 0.10% Add +71.3% 146,362 $23.9M
Bank of Montreal 0.01% Reduce -3.1% 145,704 $23.8M
Gotham Asset Management 0.07% Reduce -14.0% 144,139 $23.5M
CBRE Investment Management Listed Real Assets LLC 0.35% Reduce -13.3% 143,874 $23.5M
Investure, LLC 1.14% Add +46.5% 141,930 $23.2M
Prudential Financial Inc. 0.03% Add +28.9% 135,270 $22.1M
Macquarie Group Ltd. 0.13% Reduce -10.7% 133,373 $21.8M
STRS Ohio 0.09% Reduce -6.3% 132,851 $21.7M
Victory Capital Management Inc. 0.01% Add +36.3% 131,938 $21.6M
National Bank of Canada 0.02% Add +176.0% 130,143 $21.3M
Renaissance Technologies 0.03% New 127,814 $20.9M
Danske Bank A/S 0.05% Reduce -1.3% 127,568 $20.8M
State Board of Administration of Florida Retirement System 0.04% Add +0.3% 123,273 $20.1M
Storebrand Asset Management As 0.06% Reduce -3.5% 123,108 $20.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.04% Add +4.4% 122,877 $20.1M
Aviva PLC 0.03% Add +3.2% 122,816 $20.1M
UniSuper Management Pty Ltd 0.13% Reduce -0.1% 121,892 $19.9M
Sophron Capital Management L.P. 5.74% Add +104.2% 119,163 $19.5M
New York State Common Retirement Fund 0.03% Reduce -0.6% 117,231 $19.1M
Marshall Wace, LLP 0.02% Reduce -73.0% 113,383 $18.5M
Retirement Systems of Alabama 0.06% Reduce -0.1% 109,034 $17.8M
Raymond James Financial Inc. 0.01% Reduce -51.1% 108,597 $17.7M
TD Asset Management Inc 0.01% Add +1.9% 105,620 $17.3M
Natixis Advisors, LLC 0.02% Reduce -25.0% 105,437 $17.2M
Schonfeld Strategic Advisors LLC 0.14% Add +46.0% 105,329 $17.2M
Centersquare Investment Management LLC 0.18% Reduce -11.6% 104,590 $17.1M
Franklin Resources Inc. 0.00% Reduce -5.9% 100,264 $16.4M
New York State Teachers Retirement System 0.03% No change 99,812 $16.3M
DekaBank Deutsche Girozentrale 0.03% No change 98,544 $16.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +23.0% 97,648 $16.0M
Tudor Investment Corporation 0.08% New 96,322 $15.7M
AQR Capital Management 0.01% Add +188.0% 95,678 $15.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.3% 92,241 $15.1M
Van Eck Associates Corp. 0.01% Add +13.5% 92,037 $15.0M
1832 Asset Management L.P. 0.02% Add +3.8% 90,950 $14.9M
Quinn Opportunity Partners LLC 0.77% No change 90,000 $14.7M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -17.2% 87,368 $14.3M
Royal London Asset Management Ltd. 0.03% Reduce -0.1% 87,215 $14.2M
Cohen & Steers, Inc. 0.02% Reduce -3.8% 86,297 $14.1M
State of Alaska, Department of Revenue 0.15% Add +0.9% 85,133 $13.9M
APG Asset Management N.V. 0.04% Reduce -24.5% 98,028 $13.9M
Resona Asset Management Co.,Ltd. 0.07% Add +3.9% 84,885 $13.7M
State of Wisconsin Investment Board 0.03% Add +2.9% 82,525 $13.5M
Daiwa Securities Group Inc. 0.04% Add +4.6% 81,497 $13.3M
Heitman Real Estate Securities LLC 0.94% Add +20.7% 79,983 $13.1M
Davis Selected Advisers 0.06% Add +1.4% 79,970 $13.1M
State of New Jersey Common Pension Fund D 0.05% No change 79,756 $13.0M
Handelsbanken Fonder AB 0.04% Reduce -1.1% 78,213 $12.8M
Tidal Investments LLC 0.04% Add +24.2% 78,153 $12.8M
Varma Mutual Pension Insurance Co 0.07% No change 77,161 $12.6M
Massachusetts Financial Services Co. 0.00% Add +1.3% 66,369 $12.6M
Waterfall Asset Management, LLC 11.06% Add +17.8% 75,150 $12.3M
&partners 0.06% Add +18.9% 75,326 $12.3M
Robeco Institutional Asset Management B.V. 0.02% Reduce -9.7% 74,443 $12.2M
CIBC Asset Management Inc 0.03% Add +2.9% 74,146 $12.1M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -2.7% 70,357 $11.5M
Korea Investment CORP 0.02% Reduce -26.1% 70,262 $11.5M
Vert Asset Management LLC 3.62% Add +0.3% 69,769 $11.4M
Chilton Capital Management LLC 0.39% Add +0.9% 68,147 $11.2M
B&I Capital AG 3.81% New 68,530 $11.2M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -4.2% 67,752 $11.1M
Edgestream Partners, L.P. 0.35% Reduce -16.0% 65,594 $10.7M
Jones Financial Companies LLLP 0.01% Add +6554.5% 66,345 $10.7M
CIBC Bancorp USA Inc. 0.01% — 65,146 $10.6M
Auto-Owners Insurance Co 0.22% No change 65,000 $10.6M
Toronto Dominion Bank 0.02% Reduce -24.4% 64,740 $10.6M
Pictet Asset Management Holding SA 0.01% Reduce -11.1% 64,183 $10.5M
American Century Companies Inc. 0.01% Reduce -72.5% 64,166 $10.5M
Susquehanna International Group, LLP 0.01% Add +114.9% 63,269 $10.3M
Creative Planning 0.01% Add +41.1% 62,364 $10.2M
Metis Global Partners, LLC 0.25% Add +4.0% 61,632 $10.1M
Treasurer of the State of North Carolina 0.03% Add +2.2% 60,882 $9.9M
Squarepoint Ops LLC 0.02% Add +20.0% 59,802 $9.8M
Swedbank AB 0.01% No change 59,084 $9.7M
Uniplan Investment Counsel, Inc. 1.01% Reduce -8.2% 58,481 $9.6M
Empyrean Capital Partners, LP 0.34% New 58,000 $9.5M
SEB Asset Management AB 0.04% — 57,477 $9.4M
XTX Topco Ltd 0.16% New 57,461 $9.4M
Ensign Peak Advisors, Inc 0.02% Add +1.2% 54,376 $8.9M
Nomura Holdings Inc. 0.07% Add +899.3% 54,263 $8.9M
IFM Investors Pty Ltd 0.07% Add +2.0% 53,245 $8.7M
Taproot Management LP 1.64% Add +2064.3% 53,155 $8.7M
Narwhal Capital Management 0.63% Add +0.5% 51,994 $8.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.07% Add +2.1% 51,368 $8.4M
Cibc World Market Inc. 0.01% Reduce -13.4% 51,289 $8.4M
Van Lanschot Kempen Investment Management N.V. 0.07% Reduce -43.8% 50,872 $8.3M
Susquehanna Portfolio Strategies, LLC 0.12% Reduce -51.2% 50,710 $8.3M
KLP Kapitalforvaltning As 0.03% No change 49,179 $8.1M
Tredje AP-fonden 0.04% Add +284.9% 49,360 $8.1M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -0.3% 48,896 $8.0M
Stifel Financial Corp. 0.01% Reduce -50.5% 48,091 $7.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +58.2% 47,421 $7.7M
M&T Bank Corp 0.03% Reduce -22.2% 47,306 $7.7M
Eurizon Capital SGR S.p.A. 0.02% Add +3.0% 46,905 $7.7M
NEOS Investment Management LLC 0.04% Add +32.7% 46,647 $7.6M
Cerity Partners LLC 0.01% Add +1.1% 46,052 $7.5M
Corient Private Wealth LP 0.01% Add +3.1% 46,308 $7.5M
Boston Trust Walden Corp 0.06% Reduce -3.4% 45,781 $7.5M
LPL Financial LLC 0.00% Reduce -44.7% 45,515 $7.4M
Sienna Gestion 0.48% Reduce -1.9% 44,756 $7.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -24.9% 43,792 $7.2M
Carronade Capital Management, LP 0.49% Reduce -21.3% 41,180 $6.7M
Janus Henderson Group PLC 0.00% Reduce -88.5% 41,117 $6.7M
Nissay Asset Management Corp. /Japan 0.04% Add +2.5% 40,735 $6.7M
Exchange Traded Concepts, LLC 0.05% Add +103.3% 40,695 $6.6M
Cetera Investment Advisers 0.01% Add +29.0% 40,354 $6.6M
Public Sector Pension Investment Board 0.02% Add +12.0% 40,270 $6.6M
KBC Group NV 0.02% Reduce -26.4% 39,535 $6.5M
Janney Montgomery Scott LLC 0.02% Reduce -43.0% 39,271 $6.4M
State of Michigan Retirement System 0.03% Reduce -0.3% 38,911 $6.4M
Czech National Bank 0.04% Add +3.4% 38,563 $6.3M
Caisse de depot et placement du Quebec 0.01% Add +69.5% 38,544 $6.3M
Arizona State Retirement System 0.04% Reduce -1.5% 38,484 $6.3M
USS Investment Management Ltd 0.03% Add +9.5% 37,502 $6.1M
Credit Agricole S A 0.02% Add +469.8% 37,313 $6.1M
MetLife Investment Management, LLC 0.03% Reduce -2.0% 37,099 $6.1M
Mackenzie Financial Corp. 0.01% Add +15.2% 36,954 $6.0M
Baird Financial Group, Inc. 0.01% New 36,279 $5.9M
Nisa Investment Advisors, LLC 0.02% Reduce -18.6% 35,740 $5.9M
PFA Pension, Forsikringsaktieselskab 0.02% Add +0.3% 35,775 $5.8M
Advocate Group LLC 0.91% Add +33.9% 35,654 $5.8M
Commerce Bank 0.03% Add +396.6% 35,112 $5.7M
Quantinno Capital Management LP 0.01% Reduce -40.4% 34,396 $5.6M
Xponance LLC 0.04% Add +10.3% 33,819 $5.5M
MAI Capital Management 0.03% Add +8.6% 33,395 $5.5M
Verition Fund Management LLC 0.06% Add +2610.4% 32,958 $5.4M
Huntington National Bank 0.04% Reduce -6.0% 32,472 $5.3M
Westpac Banking Corp. 0.37% Reduce -1.3% 32,338 $5.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.1% 32,151 $5.3M
ProShare Advisors LLC 0.01% Reduce -16.7% 32,121 $5.2M
Groupe la Francaise 0.07% Add +22.2% 32,072 $5.2M
DNB Asset Management AS 0.02% Add +1.6% 32,004 $5.2M
GSI Capital Advisors LLC 2.84% Reduce -0.3% 31,972 $5.2M
Hilton Capital Management, LLC 0.39% Add +3.2% 31,777 $5.2M
Worldquant Millennium Advisors LLC 0.02% New 30,997 $5.1M
Bank of Nova Scotia 0.01% Reduce -11.3% 30,580 $5.0M
Vestcor Inc 0.14% Add +70.6% 30,452 $5.0M
Invenomic Capital Management LP 0.22% New 29,152 $4.8M
ASR Vermogensbeheer N.V. 0.06% Add +1.9% 28,878 $4.7M
Voya Investment Management LLC 0.01% Reduce -0.3% 28,522 $4.7M
Allstate Corp. 0.05% Reduce -26.5% 28,516 $4.7M
Woodline Partners LP 0.02% Add +1423.0% 27,734 $4.5M
Amalgamated Bank 0.03% Reduce -1.5% 25,796 $4.2M
PensionDanmark Pensionsforsikringsaktieselskab 0.04% Reduce -12.6% 25,742 $4.2M
HighTower Advisors, LLC 0.00% Reduce -9.0% 24,445 $4.0M
Yousif Capital Management, LLC 0.05% Reduce -0.7% 24,183 $4.0M
Cresset Asset Management, LLC 0.02% Reduce -14.7% 23,530 $3.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -1.8% 23,616 $3.9M
Utah Retirement Systems 0.04% Reduce -92.1% 23,085 $3.8M
Capitolis Liquid Global Markets LLC 0.02% — 23,000 $3.8M
Abc Arbitrage SA 0.50% Add +1310.7% 22,924 $3.7M
Federation des caisses Desjardins du Quebec 0.01% Add +40.4% 22,904 $3.7M
Pensionfund PDN 2.09% Add +9.9% 22,120 $3.6M
Dean Investment Associates, LLC 0.50% Add +2.7% 21,952 $3.6M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.5% 21,867 $3.6M
New York Life Investment Management LLC 0.03% Add +2.5% 21,031 $3.4M
Swiss Life Asset Management Ltd 0.02% Add +5.0% 20,908 $3.4M
Natixis 0.01% New 20,761 $3.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.6% 19,514 $3.2M
US Bancorp \de 0.00% Reduce -4.1% 19,314 $3.2M
Rockefeller Capital Management L.P. 0.01% Reduce -16.9% 18,989 $3.1M
Candriam S.C.A. 0.02% Add +16.9% 18,788 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 18,500 $3.0M
Abn Amro Investment Solutions 0.04% Add +0.6% 18,496 $3.0M
PEAK6 LLC 0.09% Add +819.8% 18,423 $3.0M
Mercer Global Advisors Inc. 0.00% Reduce -6.0% 18,418 $3.0M
Vanderbilt University 0.57% Add +41.4% 18,328 $3.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +22.1% 18,300 $3.0M
CI Investments Inc. 0.01% Reduce -8.4% 17,917 $2.9M
Vontobel Holding Ltd. 0.01% Reduce -9.6% 17,331 $2.8M
Intact Investment Management Inc. 0.08% No change 17,300 $2.8M
Morningstar Investment Management LLC 0.17% Add +8.5% 17,136 $2.8M
Aurora Investment Managers, LLC. 2.06% Reduce -1.7% 17,107 $2.8M
Azzad Asset Management Inc. 0.27% Reduce -12.4% 16,389 $2.7M
Pacer Advisors, Inc. 0.01% Add +0.7% 16,278 $2.7M
Oregon Public Employees Retirement Fund 0.04% Add +0.3% 16,211 $2.6M
Landmark Investment Partners, L.P. 2.73% New 16,200 $2.6M
Truist Financial Corp. 0.00% Reduce -1.0% 15,676 $2.6M
Norinchukin Bank, The 0.03% Reduce -1.1% 15,629 $2.6M
Malaga Cove Capital, LLC 0.92% Reduce -1.8% 15,592 $2.5M
Presima Securities ULC 1.41% No change 15,341 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -0.8% 15,060 $2.5M
Blue Sparrow, LLC 0.04% New 15,020 $2.5M
S-Bank Fund Management Ltd 0.36% Reduce -7.5% 14,944 $2.4M
ExodusPoint Capital Management, LP 0.02% New 14,790 $2.4M
Knights of Columbus Asset Advisors LLC 0.14% No change 14,747 $2.4M
OP Asset Management Ltd 0.02% Reduce -6.7% 14,641 $2.4M
Polymer Capital Management (US) LLC 0.35% Add +7.8% 14,587 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -7.1% 14,278 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +63.3% 14,007 $2.3M
Kensington Investment Counsel, LLC 1.12% Reduce -0.9% 14,197 $2.3M
PNC Financial Services Group, Inc. 0.00% Reduce -22.9% 14,196 $2.3M
SCS Capital Management LLC 0.02% Reduce -2.1% 13,951 $2.3M
Rafferty Asset Management, LLC 0.01% Reduce -23.8% 13,931 $2.3M
O'shaughnessy Asset Management, LLC 0.01% Reduce -20.2% 13,920 $2.3M
Ethic Inc. 0.03% Add +14.0% 13,409 $2.2M
Inceptionr LLC 0.53% New 13,375 $2.2M
LMR Partners LLP 0.03% New 13,251 $2.2M
Public Employees Retirement Association of Colorado 0.01% No change 13,216 $2.2M
Jane Street Group, LLC 0.00% New 13,193 $2.2M
Engineers Gate Manager LP 0.03% New 12,737 $2.1M
Beverly Hills Private Wealth, LLC 0.35% Add +280.6% 12,734 $2.1M
Coldstream Capital Management Inc. 0.03% Add +7.3% 12,639 $2.1M
Tower Research Capital LLC (TRC) 0.05% Add +175.2% 12,484 $2.0M
Assetmark, Inc. 0.00% Reduce -62.8% 12,457 $2.0M
Vident Advisory, LLC 0.02% Add +2.7% 12,343 $2.0M
Texas Yale Capital Corp. 0.06% Reduce -26.4% 12,214 $2.0M
Atria Investments, Inc 0.02% Add +10.1% 12,019 $2.0M
Brown Advisory Inc. 0.00% Add +0.4% 11,855 $1.9M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.20% Reduce -19.7% 11,699 $1.9M
D. E. Shaw & Co. 0.00% Reduce -93.9% 11,423 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +12.0% 11,339 $1.8M
Naviter Wealth, LLC 0.23% Add +12.6% 11,037 $1.8M
AG2R La Mondiale Gestion D'actifs 0.08% Add +9.3% 11,125 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 11,120 $1.8M
Dean Capital Management 0.75% Reduce -0.0% 11,082 $1.8M
Gulf International Bank (UK) Ltd 0.04% Add +56.7% 10,928 $1.8M
Avanza Fonder AB 0.05% No change 10,734 $1.8M
Klein Pavlis & Peasley Financial, Inc. 0.97% Add +25.8% 10,700 $1.7M
Pensionfund Sabic 2.07% Add +5.0% 10,502 $1.7M
Investment Management Corp of Ontario 0.02% Add +5.2% 10,138 $1.7M
Perpetual Ltd 0.03% Reduce -16.5% 10,090 $1.6M
Gsa Capital Partners LLP 0.10% New 9,715 $1.6M
Northwest & Ethical Investments L.P. 0.04% New 9,610 $1.6M
Blair William & Co. 0.00% Add +9.8% 9,567 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -29.2% 9,359 $1.5M
Vestmark Advisory Solutions, Inc. 0.02% Add +4.9% 9,361 $1.5M
Riverview Capital Advisers, LLC 0.50% Reduce -44.8% 9,234 $1.5M
Moors & Cabot, Inc. 0.06% Add +6.9% 9,206 $1.5M
Entropy Technologies, LP 0.07% New 9,138 $1.5M
Richard Bernstein Advisors LLC 0.04% New 9,122 $1.5M
Caxton Associates LLP 0.03% New 9,090 $1.5M
Summit Trail Advisors, LLC 0.02% Add +36.9% 9,050 $1.5M
Icon Wealth Advisors, LLC 0.09% Reduce -1.3% 7,902 $1.5M
Taylor Frigon Capital Management LLC 0.82% Reduce -3.3% 8,818 $1.4M
Fideuram Asset Management (Ireland) dac 0.18% Add +99062.5% 7,933 $1.4M
Mariner, LLC 0.00% Add +26.3% 8,753 $1.4M
NewEdge Wealth, LLC 0.02% Add +18.3% 8,704 $1.4M
Spirit of America Management Corp. 0.28% Reduce -21.1% 8,590 $1.4M
Mizuho Securities USA LLC 0.03% Reduce -16.9% 8,560 $1.4M
Savvy Advisors, Inc. 0.04% Add +8.7% 8,541 $1.4M
Aster Capital Management (DIFC) Ltd 0.45% New 6,471 $1.4M
Mechanics Bank Trust Department 0.19% Reduce -18.6% 8,320 $1.4M
Quantbot Technologies LP 0.06% New 8,289 $1.4M
Hartford Investment Management Co. 0.04% Reduce -2.2% 7,991 $1.3M
Dynamic Technology Lab Private Ltd 0.21% New 7,970 $1.3M
Red Spruce Capital, LLC 0.53% Add +0.3% 7,925 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Add +154.4% 7,735 $1.3M
DRW Securities, LLC 0.07% Add +400.1% 7,502 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -9.1% 7,474 $1.2M
Wealthfront Advisers LLC 0.00% Reduce -19.1% 7,422 $1.2M
Fifth Third Bancorp 0.00% Reduce -4.3% 7,338 $1.2M
DoubleLine ETF Adviser LP 0.46% Reduce -20.3% 7,331 $1.2M
Ontario Teachers Pension Plan Board 0.04% New 7,321 $1.2M
Kentucky Retirement Systems 0.09% Add +12.5% 10,043 $1.2M
GeoWealth Management, LLC 0.04% Reduce -17.6% 7,207 $1.2M
Louisiana State Employees Retirement System 0.02% No change 7,200 $1.2M
Maryland State Retirement & Pension System 0.02% No change 6,912 $1.1M
Allworth Financial LP 0.00% Reduce -0.4% 6,852 $1.1M
RB Capital Management, LLC 0.25% Reduce -7.2% 6,803 $1.1M
OMERS ADMINISTRATION Corp 0.01% Add +31.2% 6,675 $1.1M
Arbor Capital Management Inc. 0.89% Add +1.4% 6,540 $1.1M
Captrust Financial Advisors 0.00% Add +11.6% 6,667 $1.1M
Farringdon Capital, Ltd. 0.24% New 6,646 $1.1M
Barings LLC 0.02% No change 6,454 $1.1M
New Mexico Educational Retirement Board 0.03% No change 6,527 $1.1M
Ossiam 0.02% Add +12.9% 6,484 $1.1M
FORA Capital, LLC 0.08% Reduce -25.5% 6,357 $1.0M
NewEdge Advisors, LLC 0.00% Add +23.3% 6,248 $1.0M
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.9% 5,908 $974K
MUFG Securities EMEA plc 0.01% No change 5,798 $947K
Moran Wealth Management, LLC 0.03% Reduce -24.0% 5,797 $947K
Commonwealth Equity Services, LLC 0.00% Reduce -9.9% 5,790 $946K
Procyon Advisors, LLC 0.05% Reduce -0.8% 5,724 $935K
Jones Road Capital Management, L.P. 3.98% Reduce -41.2% 5,700 $931K
Oppenheimer Asset Management Inc. 0.01% New 5,652 $923K
United Capital Financial Advisors, LLC 0.01% Add +32.1% 5,557 $908K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -38.2% 5,540 $905K
TMB Capital Partners, LLC 0.30% New 5,460 $892K
Bull Street Advisors, LLC 0.44% Reduce -0.5% 5,411 $884K
Hazelview Securities Inc. 0.16% Add +158.2% 5,370 $877K
Saudi Central Bank 0.02% New 5,226 $854K
SummitTX Capital, L.P. 0.03% New 5,207 $851K
Empowered Funds, LLC 0.01% New 5,139 $839K
Lecap Asset Management Ltd. 0.32% New 5,129 $838K
Horizon Investments, LLC 0.01% Reduce -65.8% 5,101 $833K
First American Bank 0.05% Reduce -11.2% 5,099 $833K
Ostrum Asset Management 0.05% Reduce -51.5% 5,080 $830K
Tobam 0.21% Add +67.5% 5,045 $824K
Ar Asset Management Inc. 0.16% No change 5,000 $817K
Ally Financial Inc. 0.10% No change 5,000 $817K
DigitalBridge Group, Inc. 0.05% New 5,000 $817K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 4,979 $813K
Tokio Marine Asset Management Co. Ltd. 0.03% Add +1.1% 4,913 $803K
Havemeyer Place LP 0.09% New 4,909 $802K
Eurizon SLJ Capital Ltd 0.38% Add +1027.0% 4,846 $792K
Cwm, LLC 0.00% Reduce -19.0% 4,836 $790K
Sterling Investment Management, LLC 0.47% No change 4,823 $788K
Guidance Capital, Inc. 0.18% Add +3.2% 4,249 $787K
Sterling Capital Management LLC 0.01% Reduce -43.2% 4,792 $783K
Schroder Investment Management Group 0.00% Reduce -50.4% 4,712 $770K
IMC-Chicago, LLC 0.01% New 4,647 $759K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 4,531 $740K
Palogic Value Management, L.P. 0.33% Add +2.3% 4,488 $733K
Avalon Trust Co 0.05% Reduce -16.0% 4,470 $730K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -20.8% 4,466 $730K
Armstrong Advisory Group, Inc. 0.05% Add +1.0% 4,433 $724K
EP Wealth Advisors, LLC 0.00% New 4,428 $723K
E. Ohman J:or Asset Management AB 0.02% No change 4,320 $706K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.3% 4,317 $705K
Osaic Holdings, Inc. 0.00% Reduce -1.0% 4,256 $698K
Virtu Financial LLC 0.03% Add +21.1% 4,225 $690K
Snowden Capital Advisors LLC 0.02% Add +48.4% 4,149 $685K
North Dakota State Investment Board 0.03% Reduce -15.7% 4,111 $672K
Westerkirk Capital Inc. 0.07% No change 4,100 $670K
Man Group plc 0.00% Reduce -74.2% 4,078 $666K
Callan Family Office, LLC 0.02% Add +15.6% 4,077 $666K
TD Private Client Wealth LLC 0.01% Add +5.5% 4,056 $663K
Figure 8 Investment Strategies LLC 0.64% Reduce -2.4% 3,989 $652K
44 Wealth Management LLC 0.23% Add +21.1% 3,952 $646K
Pinebridge Investments LLC 0.01% New 3,919 $640K
Mufg Securities Americas Inc. 0.04% Add +2.8% 3,918 $640K
Boothbay Fund Management, LLC 0.02% Add +139.0% 3,891 $636K
Frec Markets, Inc. 0.11% New 3,859 $630K
Securian Asset Management, Inc. 0.02% No change 3,834 $626K
Groupama Asset Managment 0.01% No change 3,812 $623K
GTS Securities LLC 0.02% Add +156.8% 3,765 $615K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 3,742 $611K
Penserra Capital Management LLC 0.01% Add +2.2% 3,750 $611K
J. Safra Sarasin Holding AG 0.01% New 3,749 $611K
Daiichi Life Insurance Co., Ltd. 0.02% Reduce -5.6% 3,723 $608K
Elevation Point Wealth Partners, LLC 0.01% Add +21.6% 3,668 $606K
Assenagon Asset Management S.A. 0.00% Reduce -7.0% 3,697 $604K
Wealth Alliance, LLC 0.06% Add +21.0% 3,685 $602K
Glenmede Trust Co. NA 0.00% Reduce -4.1% 3,587 $586K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Add +52.4% 3,491 $575K
Ashton Thomas Private Wealth, LLC 0.01% New 3,520 $575K
QRG Capital Management, Inc. 0.01% Reduce -3.5% 3,450 $564K
Orion Porfolio Solutions, LLC 0.00% Reduce -33.3% 3,341 $546K
Bridgewater Associates 0.00% New 3,315 $542K
Panagora Asset Management Inc. 0.00% New 3,307 $540K
Fairtree Asset Management (Pty) Ltd 0.25% New 3,280 $536K
Wolverine Asset Management LLC 0.03% Add +106.2% 3,274 $535K
Pacific Sun Financial Corp 0.26% Add +5.1% 3,239 $534K
Excalibur Management Corp. 0.19% Reduce -6.7% 3,270 $534K
MML Investors Services, LLC 0.00% Reduce -4.1% 3,253 $531K
Pallas Capital Advisors LLC 0.02% Add +3.7% 3,217 $525K
Jump Financial, LLC 0.01% New 3,207 $524K
Arkadios Wealth Advisors 0.01% Reduce -2.5% 3,175 $519K
Tectonic Advisors LLC 0.03% Add +2.7% 3,155 $515K
Consolidated Investment Group LLC 0.05% New 3,100 $506K
Merit Financial Group, LLC 0.00% Add +18.8% 3,096 $506K
Jain Global LLC 0.01% New 3,087 $504K
Plato Investment Management Ltd 0.03% Reduce -1.4% 3,004 $491K
Roundview Capital LLC 0.03% Reduce -7.0% 2,956 $483K
Benjamin Edwards Inc. 0.00% Reduce -46.1% 2,954 $483K
Canandaigua National Trust Co of Florida 0.38% New 2,900 $474K
HB Wealth Management, LLC 0.00% Add +34.0% 2,872 $469K
Kintegral Advisory, LLC 0.04% Reduce -4.2% 2,783 $460K
Smartleaf Asset Management LLC 0.02% Reduce -4.4% 2,813 $455K
Sequoia Financial Advisors, LLC 0.00% Reduce -60.6% 2,715 $444K
Bessemer Group Inc. 0.00% Reduce -11.0% 2,694 $440K
Kestra Advisory Services, LLC 0.00% Reduce -12.3% 2,676 $437K
Quadrant Capital Group LLC 0.01% Reduce -2.1% 2,669 $436K
Intrua Financial, LLC 0.05% Reduce -1.1% 2,626 $429K
Intech Investment Management LLC 0.00% No change 2,597 $424K
Sivia Capital Partners, LLC 0.08% New 2,593 $424K
Advisory Alpha, LLC 0.01% New 2,550 $417K
EPG Wealth Management LLC 0.11% Add +3.6% 2,502 $409K
Bank Ozk 0.14% Reduce -53.2% 2,482 $405K
Guggenheim Capital LLC 0.00% Reduce -36.8% 2,430 $397K
Brooklyn Investment Group 0.01% Reduce -36.2% 2,427 $396K
Probity Advisors, Inc. 0.06% No change 2,376 $388K
Chesapeake Asset Management LLC 0.31% Reduce -0.8% 2,364 $386K
Canandaigua National Corp. 0.03% — 2,356 $385K
Eventide Asset Management, LLC 0.01% New 2,346 $379K
Mystic Asset Management, Inc. 0.09% No change 2,310 $377K
Optas, LLC 0.06% New 2,305 $377K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +32.4% 2,300 $376K
Prudential PLC 0.00% No change 2,278 $372K
TCW Group Inc. 0.00% Add +5.1% 2,261 $369K
First Manhattan Co. Llc. 0.00% New 2,234 $369K
UMB Bank, n.a. 0.01% Reduce -7.8% 2,248 $367K
Park Avenue Securities LLC 0.00% Reduce -0.0% 2,246 $367K
Lido Advisors, LLC 0.00% Reduce -12.9% 2,196 $362K
Flputnam Investment Management Co. 0.01% Reduce -15.2% 2,208 $361K
AlphaCore Capital LLC 0.01% Reduce -22.3% 2,182 $360K
Focus Partners Wealth 0.00% Reduce -37.5% 2,188 $358K
Keybank National Association 0.00% Reduce -12.0% 2,163 $353K
GF Fund Management Co. LTD. 0.01% Reduce -8.7% 2,153 $352K
Snowwater Investment Partners, LLC 0.33% No change 2,100 $347K
Ofi Invest Asset Management 0.00% Reduce -15.6% 2,441 $346K
Visionary Wealth Advisors 0.01% Reduce -0.9% 2,075 $339K
Campbell & CO Investment Adviser LLC 0.02% Reduce -24.1% 2,063 $337K
GAMMA Investing LLC 0.02% Reduce -17.2% 2,060 $337K
Pasadena Private Wealth, LLC 0.05% Reduce -20.2% 2,033 $332K
West Paces Advisors Inc. 0.06% Reduce -2.6% 2,023 $330K
Ellevest, Inc. 0.05% Add +26.4% 2,022 $330K
Texas Capital Bank Wealth Management Services Inc 0.02% Add +0.4% 2,019 $330K
Winebrenner Capital Management LLC 0.21% No change 2,000 $327K
PUREfi Wealth, LLC 0.21% Reduce -0.9% 1,998 $326K
Private Wealth Asset Management, LLC 0.03% Reduce -11.2% 1,990 $325K
Siemens Fonds Invest GmbH 0.02% No change 1,982 $324K
Elevation Wealth Partners, LLC 0.11% Reduce -6.0% 1,961 $320K
Lewis Asset Management, LLC 0.13% No change 1,955 $319K
Federated Hermes, Inc. 0.00% Add +23.8% 1,945 $318K
Tema ETFs LLC 0.02% Add +0.4% 1,920 $314K
Evergreen Capital Management LLC 0.01% Reduce -92.5% 1,906 $313K
Sompo Asset Management Co., Ltd. 0.06% Add +1.6% 1,900 $310K
Phoenix Financial Ltd. 0.00% Add +10.0% 1,884 $308K
Avantra Family Wealth, Inc. 0.23% New 1,886 $308K
Marble Harbor Investment Counsel, LLC 0.03% Add +16.4% 1,885 $308K
Profund Advisors LLC 0.01% Reduce -23.1% 1,871 $306K
Greenleaf Trust 0.00% Reduce -31.8% 1,871 $306K
Brown Brothers Harriman & Co. 0.00% Add +88.1% 1,834 $300K
Oslo Pensjonsforsikring AS 0.05% — 1,819 $297K
Hantz Financial Services, Inc. 0.00% Reduce -93.5% 1,806 $295K
Prestige Wealth Management Group LLC 0.06% Add +2070.7% 1,780 $294K
Chapman Financial Group, LLC 0.21% New 1,795 $293K
Abel Hall, LLC 0.06% Add +50.5% 1,791 $293K
Safe Harbor Family Capital, LLC 0.22% Add +12.1% 1,735 $283K
Gross & Hartman Investments LLC 0.15% Add +12.1% 1,735 $283K
OpenArc Corporate Advisory, LLC 0.00% Reduce -7.1% 1,735 $283K
Capital Square, LLC 0.13% Reduce -21.0% 1,620 $279K
Kestra Private Wealth Services, LLC 0.00% Add +46.8% 1,709 $279K
Signaturefd, LLC 0.00% Add +15.5% 1,703 $278K
Prime Capital Investment Advisors, LLC 0.00% Reduce -5.6% 1,702 $278K
Interchange Capital Partners, LLC 0.09% Reduce -5.1% 1,644 $270K
D.A. Davidson & Co. 0.00% New 1,635 $267K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 1,606 $262K
Fiduciary Trust Co 0.00% Reduce -0.6% 1,589 $260K
Ramirez Asset Management, Inc. 0.03% No change 1,586 $259K
Mach-1 Financial Group, LLC 0.09% New 1,575 $257K
Two Sigma Securities, LLC 0.03% Add +18.5% 1,566 $256K
Compound Planning, Inc. 0.01% Add +17.7% 1,546 $253K
Integrated Wealth Concepts LLC 0.00% New 1,532 $250K
Caldwell Trust Co 0.02% Reduce -27.5% 1,519 $248K
Larson Financial Group LLC 0.01% Reduce -3.2% 1,505 $246K
Bailard, Inc. 0.01% Add +0.1% 1,501 $245K
Choreo, LLC 0.00% Reduce -10.8% 1,463 $243K
American Investment Services, Inc. 0.05% No change 1,481 $242K
Atlas Capital Advisors Inc. 0.03% No change 1,476 $241K
Prospera Financial Services Inc 0.00% Add +26.2% 1,454 $238K
Colter Lewis Investment Partners LLC 0.22% No change 1,438 $237K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.0% 1,449 $237K
Evolve Private Wealth, LLC 0.01% New 1,448 $237K
Checchi Capital Advisers, LLC 0.02% Add +12.4% 1,432 $234K
Prelude Capital Management, LLC 0.02% New 1,400 $229K
Patrick M Sweeney & Associates, Inc. 0.15% Reduce -1.7% 1,391 $227K
Transcend Capital Advisors, LLC 0.02% New 1,372 $224K
Financial Advisors Network, Inc. 0.03% New 1,364 $223K
Lafayette Investments, Inc. 0.04% No change 1,350 $221K
Syon Capital LLC 0.01% Reduce -21.4% 1,341 $219K
Apollon Wealth Management, LLC 0.00% Reduce -4.6% 1,340 $219K
Patton Fund Management, Inc. 0.04% Add +9.5% 1,335 $218K
Cigna Investments Inc. 0.03% No change 1,336 $218K
Farther Finance Advisors, LLC 0.00% Reduce -15.2% 1,319 $218K
PCM Encore, LLC 0.04% Add +0.9% 1,323 $216K
Belleair Asset Management, LLC 0.20% No change 1,316 $215K
Sun Life Financial Inc. 0.01% Reduce -76.9% 1,307 $213K
Ameritas Investment Partners, Inc. 0.01% No change 1,296 $212K
Brevan Howard Capital Management LP 0.00% Add +2.0% 1,296 $212K
Crestwood Advisors Group, LLC 0.00% New 1,284 $210K
Ballentine Partners, LLC 0.00% Reduce -1.3% 1,253 $205K
First Affirmative Financial Network 0.08% — 1,243 $203K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -62.4% 1,241 $203K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.01% Reduce -0.7% 1,227 $200K
FUKOKU MUTUAL LIFE INSURANCE Co 0.01% No change 1,225 $200K
Cetera Trust Company, N.A 0.11% Reduce -9.4% 1,210 $198K
Parallel Advisors, LLC 0.00% Add +13.4% 1,167 $191K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -87.8% 1,089 $178K
Dynamic Wealth Strategies, LLC 0.09% Reduce -17.6% 993 $162K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +19.1% 935 $153K
Geneos Wealth Management Inc. 0.00% No change 904 $148K
Motco 0.01% Reduce -6.0% 897 $147K
Simplex Trading, LLC 0.00% New 863 $141K
Whittier Trust Co. 0.00% Reduce -69.9% 832 $139K
EverSource Wealth Advisors, LLC 0.00% Add +25.8% 819 $134K
Canada Post Corp Registered Pension Plan 0.00% No change 750 $123K
TD Waterhouse Canada Inc. 0.00% Reduce -7.7% 716 $118K
Arax Advisory Partners 0.00% Reduce -72.6% 694 $115K
Los Angeles Capital Management LLC 0.00% New 656 $107K
Blue Trust, Inc. 0.00% Reduce -29.6% 627 $102K
Spire Wealth Management 0.00% Reduce -1.2% 562 $92K
CX Institutional 0.00% Reduce -56.6% 546 $89K
Sherman Asset Management, Inc. 0.08% No change 528 $86K
Advisory Services Network, LLC 0.00% New 509 $83K
Atlantic Union Bankshares Corp 0.00% Add +0.2% 493 $81K
MassMutual Private Wealth & Trust, FSB 0.00% Add +44.4% 488 $80K
Cromwell Holdings LLC 0.04% Add +8.4% 453 $75K
Tompkins Financial Corp. 0.01% No change 450 $74K
Bear Mountain Capital, Inc. 0.02% No change 369 $65K
CYBER HORNET ETFs LLC 0.04% Reduce -4.9% 389 $64K
Global X Japan Co., Ltd. 0.00% Add +26.7% 389 $64K
Hilltop National Bank 0.01% Add +52.0% 383 $63K
Banque Cantonale Vaudoise 0.00% Reduce -87.3% 377 $62K
Silvant Capital Management LLC 0.00% No change 375 $61K
Sunbelt Securities, Inc. 0.00% Add +4.0% 360 $59K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 340 $56K
Leonteq Securities AG 0.00% New 337 $55K
Prosperity Bancshares Inc 0.04% Add +21.5% 333 $54K
Muzinich & Co., Inc. 0.02% Add +216.5% 326 $53K
Deseret Mutual Benefit Administrators 0.02% Add +85.6% 323 $53K
Generali Asset Management SPA SGR 0.00% No change 298 $49K
Harbour Investments, Inc. 0.00% Reduce -7.8% 295 $48K
Wiser Advisor Group LLC 0.06% Add +1.0% 293 $48K
Whittier Trust Co. of Nevada Inc. 0.00% Add +19.9% 277 $46K
Glen Eagle Advisors, LLC 0.01% Reduce -95.3% 264 $43K
IFP Advisors, Inc 0.00% Add +8.5% 255 $42K
First Financial Corp. 0.02% No change 250 $41K
Tradewinds Capital Management, LLC 0.01% No change 250 $41K
Zions Bancorporation, National Association 0.00% Add +38.1% 221 $36K
Covestor Ltd 0.02% Add +32.9% 222 $36K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -0.9% 211 $34K
Trust Co. of Toledo NA 0.00% No change 209 $34K
Parkside Financial Bank & Trust 0.00% Add +34.4% 203 $33K
Fulcrum Asset Management LLP 0.00% No change 189 $31K
Capital Analysts, LLC 0.00% Reduce -34.8% 161 $26K
Gold Investment Management Ltd. 0.01% No change 157 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +3040.0% 157 $26K
Clearstead Trust, LLC 0.00% Add +56.0% 156 $25K
Legacy Bridge, LLC 0.01% No change 150 $25K
Blume Capital Management, Inc. 0.00% No change 150 $25K
Harbor Investment Advisory, LLC 0.00% Add +1.4% 146 $24K
Bayforest Capital Ltd 0.03% Reduce -80.4% 142 $23K
Proathlete Wealth Management LLC 0.01% No change 135 $22K
Owl Creek Wealth Partners LLC 0.01% — 135 $22K
SHP Wealth Management 0.00% Add +6600.0% 134 $22K
Monetary Management Group Inc. 0.00% No change 125 $20K
CVA Family Office, LLC 0.00% Add +17.9% 125 $20K
Quent Capital, LLC 0.00% Reduce -10.5% 119 $19K
Rothschild Investment LLC 0.00% Reduce -8.5% 119 $19K
Ancora Advisors LLC 0.00% No change 118 $19K
Mather Group, Llc. 0.00% New 117 $19K
Horizon Financial Services, LLC 0.01% Add +128.6% 112 $18K
Basecamp Wealth Advisors LLC 0.00% Add +2.8% 110 $18K
Vision Financial Markets LLC 0.02% No change 100 $16K
Nalls Sherbakoff Group, LLC 0.01% No change 100 $16K
Hughes Financial Services, LLC 0.00% Add +4.3% 98 $16K
Farmers & Merchants Investments Inc. 0.00% No change 97 $16K
Bruce G. Allen Investments, LLC 0.01% Reduce -3.1% 95 $16K
Byrne Asset Management LLC 0.01% No change 85 $14K
HM Payson & Co. 0.00% No change 85 $14K
Greykasell Wealth Strategies, Inc. 0.01% Add +59.2% 78 $13K
Raiffeisen Bank International AG 0.00% No change 76 $12K
Golden State Wealth Management, LLC 0.00% Reduce -77.0% 73 $12K
MV Capital Management, Inc. 0.00% Reduce -4.0% 73 $12K
Bogart Wealth, LLC 0.00% Add +22.4% 71 $12K
RHL Group, LLC 0.01% New 69 $11K
Rosenberg Matthew Hamilton 0.00% Reduce -61.2% 69 $11K
SOA Wealth Advisors, LLC. 0.00% No change 68 $11K
GW&K Investment Management, LLC 0.00% Reduce -58.0% 68 $11K
Essential Partners LLC 0.00% Add +46.7% 66 $11K
Colonial Trust Co / SC 0.00% Reduce -34.0% 66 $11K
Private Trust Co. NA 0.00% Reduce -60.9% 63 $10K
HHM Wealth Advisors, LLC 0.00% New 61 $10K
Kemnay Advisory Services Inc. 0.00% New 56 $9K
Physician Wealth Advisors, Inc. 0.00% Reduce -24.7% 55 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -14.3% 54 $9K
Montag A & Associates Inc. 0.00% Reduce -26.4% 53 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 53 $9K
CoreCap Advisors, LLC 0.00% Reduce -26.4% 53 $9K
Operose Advisors LLC 0.00% New 52 $8K
Cornerstone Planning Group LLC 0.00% Add +39.4% 46 $8K
Sound Income Strategies, LLC 0.00% Reduce -26.5% 50 $8K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -28.4% 53 $8K
Smithfield Trust Co 0.00% No change 52 $8K
Salomon & Ludwin, LLC 0.00% Reduce -63.3% 47 $8K
Wolff Wiese Magana LLC 0.00% No change 46 $8K
Bare Financial Services, Inc 0.00% New 43 $7K
Activest Wealth Management 0.00% Add +53.6% 43 $7K
EFG International AG 0.00% New 43 $7K
AdvisorNet Financial, Inc 0.00% Reduce -12.5% 42 $7K
Archer Investment Corp 0.00% No change 41 $7K
Versant Capital Management, Inc 0.00% Add +185.7% 40 $7K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -36.5% 33 $6K
Avion Wealth 0.00% Reduce -19.1% 38 $6K
High Note Wealth, LLC 0.00% Add +28.6% 36 $6K
Clearstead Advisors, LLC 0.00% Reduce -91.1% 35 $6K
Aventura Private Wealth, LLC 0.00% No change 35 $6K
Cullen/Frost Bankers, Inc. 0.00% Reduce -71.5% 33 $5K
Manchester Capital Management LLC 0.00% Add +10.0% 33 $5K
Grove Bank & Trust 0.00% Add +26.9% 33 $5K
Noble Wealth Management PBC 0.00% No change 32 $5K
Cornerstone Financial Management LLC 0.00% Reduce -6.1% 31 $5K
Raffa Wealth Management, LLC 0.00% No change 29 $5K
Clayton Financial Group LLC 0.00% New 26 $4K
Fortitude Family Office, LLC 0.00% No change 26 $4K
Bell Investment Advisors, Inc 0.00% Reduce -19.4% 25 $4K
Fairman Group, LLC 0.00% No change 24 $4K
Summit Securities Group LLC 0.00% Reduce -89.1% 23 $4K
First Command Advisory Services, Inc. 0.00% Add +122.2% 20 $3K
JPL Wealth Management, LLC 0.00% New 20 $3K
Silicon Valley Capital Partners 0.00% New 20 $3K
Ascentis Independent Advisors 0.00% New 20 $3K
Holos Integrated Wealth LLC 0.00% No change 19 $3K
Dogwood Wealth Management LLC 0.00% Reduce -26.9% 19 $3K
Highline Wealth Partners LLC 0.00% New 19 $3K
NBT Bank, N.A. 0.00% No change 19 $3K
Rossby Financial, LCC 0.00% Add +5.9% 18 $3K
Abound Wealth Management 0.00% No change 17 $3K
Wall Street Financial Group, Inc. 0.00% New 17 $3K
Private Wealth Management Group, LLC 0.00% Reduce -10.5% 17 $3K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -68.0% 16 $3K
Red Tortoise LLC 0.00% Reduce -15.8% 16 $3K
Addison Advisors LLC 0.00% New 16 $3K
PFS Partners, LLC 0.00% No change 15 $2K
Community Financial Services Group, LLC 0.00% New 14 $2K
Sunrise Financial Services, LLC 0.00% No change 14 $2K
Sachetta, LLC 0.00% No change 14 $2K
Steigerwald, Gordon & Koch Inc. 0.00% No change 14 $2K
FNY Investment Advisers, LLC 0.00% New 14 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 10 $2K
Coston, McIsaac & Partners 0.00% No change 14 $2K
SJS Investment Consulting Inc. 0.00% New 12 $2K
WPG Advisers, LLC 0.00% Reduce -14.3% 12 $2K
Copia Wealth Management 0.00% No change 12 $2K
POM Investment Strategies, LLC 0.00% New 11 $2K
Rialto Wealth Management, LLC 0.00% Reduce -21.4% 11 $2K
Washington Trust Advisors, Inc. 0.00% Reduce -79.6% 11 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -65.5% 10 $2K
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 10 $2K
Aspect Partners, LLC 0.00% Reduce -23.1% 10 $2K
Albion Financial Group 0.00% Add +66.7% 10 $2K
Cassaday & Co Wealth Management LLC 0.00% New 10 $2K
Hilton Head Capital Partners, LLC 0.00% No change 8 $1K
Lodestone Wealth Management LLC 0.00% No change 7 $1K
CENTRAL TRUST Co 0.00% No change 7 $1K
Cedar Mountain Advisors, LLC 0.00% No change 7 $1K
Creative Financial Designs Inc. 0.00% Reduce -22.2% 7 $1K
Root Financial Partners, LLC 0.00% Reduce -78.8% 7 $1K
Dunhill Financial, LLC 0.00% Reduce -60.0% 6 $1K
Signature Equity Partners, LLC 0.00% No change 6 $1K
Navigoe, LLC 0.00% No change 9 $1K
Johnson Financial Group, Inc. 0.00% No change 6 $991
First Horizon Corp. 0.00% Reduce -57.1% 6 $980
Valued Wealth Advisors LLC 0.00% No change 5 $826
True Wealth Design, LLC 0.00% New 5 $817
Destiny Wealth Partners, LLC 0.00% New 5 $817
North Star Investment Management Corp. 0.00% Reduce -66.7% 5 $817
Financial Management Professionals, Inc. 0.00% Reduce -82.6% 4 $661
American Capital Advisory, LLC 0.00% Add +33.3% 4 $654
TFC Financial Management, Inc. 0.00% Reduce -60.0% 4 $654
SouthState Bank Corp 0.00% Reduce -33.3% 4 $654
TopTier Wealth Management, LLC 0.00% New 4 $653
Signature Resources Capital Management, LLC 0.00% No change 4 $653
Whipplewood Advisors, LLC 0.00% Reduce -97.4% 4 $653
Investors Research Corp 0.00% New 4 $653
Breakwater Investment Management 0.00% No change 3 $491
Bravera Wealth 0.00% New 3 $490
Brown, Lisle/Cummings, Inc. 0.00% No change 3 $490
Nvwm, LLC 0.00% Reduce -50.0% 3 $490
Davis Capital Management 0.00% New 2 $327
Principia Wealth Advisory, LLC 0.00% Reduce -77.8% 2 $327
Ameriflex Group, Inc. 0.00% No change 2 $327
Quaker Wealth Management, LLC 0.00% No change 2 $327
DecisionPoint Financial, LLC 0.00% No change 2 $327
Strategic Investment Solutions, Inc. 0.00% New 2 $327
Synergy Investment Management, LLC 0.00% New 2 $327
Lanark Financial, Inc. 0.00% Reduce -85.7% 2 $326
Retirement Wealth Solutions LLC 0.00% No change 1 $164
Kilter Group LLC 0.00% Reduce -83.3% 1 $164
IMG Wealth Management, Inc. 0.00% Reduce -90.0% 1 $163
Capital Advisors, Ltd. LLC 0.00% No change 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.