BXPBXP

13F holders, Q1 2025 (March 31)
606holders −11
56new positions
65sold out
7famous investors
$67.20avg. 13F price*

At the end of Q1 2025, 606 institutions reported holding BXP Inc. (BXP) in their 13F filings, down 11 from Q4 2024. 56 opened new positions and 65 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.3B) and State Street Corp. ($766.5M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
BXP Inc.
Sector
Real Estate
CUSIP
101121101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 575Q1 2024Q2 2024: 567Q2 2024Q3 2024: 590Q3 2024Q4 2024: 617Q4 2024Q1 2025: 606Q1 2025Q2 2025: 610Q2 2025Q3 2025: 618Q3 2025Q4 2025: 618Q4 2025Q1 2026: 538Q1 2026Q2 2026: 549Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions56$293.7M
Exits65$83.3M

All 13F filers, Q4 2024 → Q1 2025: 13,447,933 shares bought and 8,718,849 shares sold, net +4,729,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 606 holders

Vanguard Group Inc. 0.03% Reduce -0.4% 23,453,811 $1.6B
BlackRock, Inc. 0.03% Reduce -2.0% 19,540,179 $1.3B
State Street Corp. 0.03% Reduce -0.1% 11,247,499 $766.5M
Norges Bank 0.10% Reduce -19.8% 10,180,607 $684.0M
APG Asset Management US Inc. 3.70% Reduce -3.2% 7,216,018 $483.2M
Northern Trust Corp. 0.04% Add +27.2% 4,169,460 $280.1M
Allspring Global Investments Holdings, LLC 0.48% Reduce -8.0% 4,131,341 $276.6M
Geode Capital Management, LLC 0.02% Add +3.7% 4,085,363 $273.7M
JPMorgan Chase & Co. 0.02% Add +23.8% 3,970,024 $266.7M
First Eagle Investment Management, LLC 0.52% Add +0.3% 3,636,733 $244.4M
Invesco Ltd. 0.04% Add +14.4% 2,976,358 $200.0M
Morgan Stanley 0.01% Reduce -5.1% 2,696,921 $181.2M
Earnest Partners LLC 0.85% Reduce -1.7% 2,647,856 $177.9M
Boston Partners 0.21% New 2,606,103 $175.1M
Centersquare Investment Management LLC 1.75% Reduce -0.9% 2,514,277 $168.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -4.0% 2,474,733 $166.3M
Bank of America Corp. 0.01% Add +7.8% 2,316,653 $155.7M
Dimensional Fund Advisors LP 0.04% Reduce -1.4% 2,232,772 $150.0M
Charles Schwab Investment Management Inc. 0.03% Add +0.8% 2,200,135 $147.8M
Senvest Management, LLC 5.80% Reduce -4.6% 2,063,225 $138.6M
Legal & General Group Plc 0.04% Add +0.3% 2,021,635 $135.8M
Goldman Sachs Group Inc. 0.03% Add +0.9% 2,001,208 $134.5M
Cohen & Steers, Inc. 0.24% Add +611461.0% 1,944,764 $130.7M
Massachusetts Financial Services Co. 0.04% Reduce -5.5% 1,858,041 $124.8M
Ameriprise Financial Inc. 0.03% Add +0.8% 1,519,292 $101.7M
Voya Investment Management LLC 0.13% Reduce -5.7% 1,461,370 $98.1M
Bank of New York Mellon Corp 0.02% Reduce -3.8% 1,418,587 $95.3M
Sei Investments Co. 0.11% Reduce -3.9% 1,305,439 $87.7M
Goldentree Asset Management LP 5.95% Add +40.3% 1,087,212 $72.9M
Citadel Advisors 0.07% Add +380.0% 1,036,406 $69.6M
Deutsche Bank AG 0.03% Reduce -0.2% 947,895 $63.7M
Duff & Phelps Investment Management Co. 0.74% Add +32.6% 944,481 $63.5M
UBS Group AG 0.01% Add +15.3% 905,279 $60.8M
Janus Henderson Group PLC 0.03% Add +20.6% 885,460 $59.9M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +70.3% 794,175 $53.4M
Principal Financial Group Inc. 0.03% Add +0.7% 757,922 $50.9M
Divco West Real Estate Services, LLC 48.63% No change 680,540 $45.7M
Daiwa Securities Group Inc. 0.19% Add +845.9% 665,862 $44.7M
Clark Capital Management Group, Inc. 0.32% Add +3.4% 663,920 $44.6M
Amundi 0.02% Add +19.8% 699,549 $43.8M
Barclays PLC 0.02% Add +11.9% 648,333 $43.6M
STRS Ohio 0.15% Add +3.8% 521,171 $35.0M
Aberdeen Group plc 0.06% Reduce -51.1% 457,943 $30.9M
State of Tennessee, Department of Treasury 0.11% Reduce -2.8% 438,461 $29.5M
Envestnet Asset Management Inc. 0.01% Add +16.4% 430,479 $28.9M
Swiss National Bank 0.02% Reduce -0.1% 423,600 $28.5M
HSBC Holdings PLC 0.02% Add +1.9% 398,512 $26.8M
Adelante Capital Management LLC 1.95% Reduce -31.4% 383,958 $25.8M
Balyasny Asset Management L.P. 0.06% Add +180.6% 377,467 $25.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +7.8% 375,208 $25.2M
CANADA LIFE ASSURANCE Co 0.04% Add +7.7% 361,388 $24.3M
FMR LLC 0.00% Reduce -51.9% 353,253 $23.7M
Lasalle Investment Management Securities LLC 1.00% New 339,735 $22.8M
Brookfield Corp 0.03% Add +47.0% 330,690 $22.2M
Rhumbline Advisers 0.02% Add +13.1% 326,769 $22.0M
Alliancebernstein L.P. 0.01% Reduce -47.0% 321,376 $21.6M
BNP Paribas Financial Markets 0.02% Add +10.8% 314,664 $21.1M
Royal Bank of Canada 0.00% Reduce -23.2% 311,961 $21.0M
Adage Capital Partners Gp, L.L.C. 0.04% Reduce -45.2% 310,199 $20.8M
Russell Investments Group, Ltd. 0.03% Add +32.9% 303,124 $20.4M
California Public Employees Retirement System 0.01% Add +0.8% 303,540 $20.4M
Storebrand Asset Management As 0.06% Reduce -1.1% 291,100 $19.6M
Asset Management One Co., Ltd. 0.07% Add +0.8% 287,444 $19.3M
Neuberger Berman Group LLC 0.02% Add +4.6% 278,778 $18.7M
GRS Advisors, LLC 1.94% New 277,849 $18.7M
Whittier Trust Co. 0.25% Reduce -13.7% 264,847 $17.8M
Public Employees Retirement System of Ohio 0.06% Reduce -2.6% 256,367 $17.2M
Nomura Asset Management Co. Ltd. 0.05% Add +5.8% 248,518 $16.7M
California State Teachers Retirement System 0.02% Reduce -0.4% 238,077 $16.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +2.4% 228,325 $15.3M
Analyst IMS Investment Management Services Ltd. 0.59% Reduce -0.0% 226,836 $15.2M
Robeco Institutional Asset Management B.V. 0.03% Add +2.6% 217,014 $14.6M
Wells Fargo & Company 0.00% Add +17.5% 213,809 $14.4M
Fisher Asset Management 0.01% New 210,547 $14.1M
T. Rowe Price Associates Inc. 0.00% Add +0.3% 207,920 $14.0M
Davis Selected Advisers 0.08% Add +33.1% 203,440 $13.7M
AXA S.A. 0.04% Reduce -13.1% 198,403 $13.3M
Raymond James Financial Inc. 0.00% Add +61.1% 194,902 $13.1M
Franklin Resources Inc. 0.00% Add +45.9% 191,649 $12.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +0.7% 190,717 $12.8M
First Manhattan Co. Llc. 0.04% Add +42.9% 187,085 $12.8M
Bank of Montreal 0.01% Reduce -15.9% 186,122 $12.5M
Natixis Advisors, LLC 0.02% Add +10.3% 185,245 $12.4M
Nuveen, LLC 0.00% — 219,326 $12.4M
Citigroup Inc. 0.01% Add +46.5% 184,435 $12.4M
Renaissance Technologies 0.02% New 176,800 $11.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +3.1% 173,811 $11.7M
Lighthouse Investment Partners, LLC 0.47% Add +221.3% 153,903 $10.3M
Zacks Investment Management 0.09% Add +2.9% 151,097 $10.2M
Caption Management, LLC 0.46% New 150,474 $10.1M
Riverview Capital Advisers, LLC 3.16% Reduce -1.0% 149,823 $10.1M
Uniplan Investment Counsel, Inc. 0.98% Reduce -6.0% 145,872 $9.8M
Employees Retirement System of Texas 0.10% Add +32.6% 142,300 $9.6M
Prudential Financial Inc. 0.01% Reduce -1.4% 141,500 $9.5M
State Board of Administration of Florida Retirement System 0.02% No change 133,500 $9.0M
Macquarie Group Ltd. 0.01% Add +5.5% 131,711 $8.8M
Manufacturers Life Insurance Company, The 0.01% Add +4.1% 130,932 $8.8M
CBRE Investment Management Listed Real Assets LLC 0.13% Reduce -25.5% 127,090 $8.5M
Aviva PLC 0.02% Add +14.5% 126,376 $8.5M
Whittier Trust Co. of Nevada Inc. 0.21% Reduce -13.3% 125,032 $8.4M
KLP Kapitalforvaltning As 0.04% Reduce -2.4% 120,472 $8.2M
New York State Common Retirement Fund 0.01% No change 121,884 $8.2M
CI Investments Inc. 0.03% Reduce -0.8% 121,580 $8.2M
State of New Jersey Common Pension Fund D 0.04% Reduce -5.8% 120,590 $8.1M
Sun Life Financial Inc. 0.51% No change 120,239 $8.1M
LBP Am SA 0.12% Reduce -4.0% 117,210 $7.9M
Retirement Systems of Alabama 0.03% Reduce -0.5% 114,981 $7.7M
Danske Bank A/S 0.02% Reduce -2.3% 113,910 $7.7M
Commonwealth Equity Services, LLC 0.01% Reduce -1.9% 113,517 $7.6M
Nisa Investment Advisors, LLC 0.04% Reduce -12.7% 111,266 $7.6M
New York State Teachers Retirement System 0.02% Reduce -8.3% 110,738 $7.4M
Swedbank AB 0.01% Reduce -1.7% 108,526 $7.3M
NewSquare Capital LLC 0.59% Add +98.3% 108,363 $7.3M
Tredje AP-fonden 0.07% Add +801.4% 107,921 $7.3M
Korea Investment CORP 0.02% Add +28.0% 104,672 $7.0M
Pictet Asset Management Holding SA 0.01% Reduce -14.4% 103,516 $7.0M
Pacific Heights Asset Management LLC 0.46% Add +66.7% 100,000 $6.7M
Westwood Holdings Group Inc. 0.05% Reduce -5.1% 100,000 $6.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce -1.8% 97,772 $6.6M
Allianz Asset Management GmbH 0.01% Reduce -12.2% 97,407 $6.5M
DekaBank Deutsche Girozentrale 0.01% Add +1.0% 97,401 $6.4M
Quantinno Capital Management LP 0.04% Add +90.8% 95,161 $6.4M
Victory Capital Management Inc. 0.01% Reduce -12.8% 94,255 $6.3M
State of Alaska, Department of Revenue 0.07% Add +1.5% 93,752 $6.3M
State of Wisconsin Investment Board 0.02% Reduce -10.0% 93,668 $6.3M
Chilton Capital Management LLC 0.27% New 91,263 $6.2M
Resona Asset Management Co.,Ltd. 0.03% Add +7.4% 88,043 $5.9M
National Bank of Canada 0.01% Add +86.8% 88,463 $5.9M
Royal London Asset Management Ltd. 0.01% Add +10.4% 84,557 $5.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +2.9% 84,363 $5.7M
Achmea Investment Management B.V. 0.08% Add +37.9% 83,540 $5.6M
LPL Financial LLC 0.00% Add +61.9% 82,496 $5.5M
Eisler Capital Management Ltd. 0.16% New 81,823 $5.5M
Knights of Columbus Asset Advisors LLC 0.37% Reduce -31.3% 79,684 $5.4M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.0% 76,760 $5.2M
B&I Capital AG 1.67% Reduce -27.3% 76,480 $5.1M
Focus Partners Wealth 0.01% Add +45.3% 75,599 $5.1M
Van Eck Associates Corp. 0.01% Add +5.2% 74,086 $5.0M
Treasurer of the State of North Carolina 0.02% Add +4.1% 71,860 $4.8M
UniSuper Management Pty Ltd 0.04% Add +3.6% 71,786 $4.8M
Worldquant Millennium Advisors LLC 0.03% Reduce -16.6% 71,019 $4.8M
APG Asset Management N.V. 0.01% Reduce -1.9% 75,600 $4.7M
Vert Asset Management LLC 1.62% Add +6.2% 69,968 $4.7M
Jefferies Financial Group Inc. 0.08% New 69,600 $4.7M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -1.2% 67,834 $4.6M
Altrius Capital Management Inc 1.09% Add +3.7% 66,842 $4.5M
Bragg Financial Advisors, Inc 0.18% Add +5.0% 66,419 $4.5M
Andra AP-fonden 0.07% Add +1120.1% 65,900 $4.4M
Illinois Municipal Retirement Fund 0.06% Reduce -30.6% 65,022 $4.4M
Masterton Capital Management, LP 2.75% Reduce -50.4% 60,000 $4.0M
Squarepoint Ops LLC 0.01% Reduce -8.1% 59,787 $4.0M
Cibc World Markets Corp. 0.03% Reduce -10.8% 58,418 $3.9M
IFM Investors Pty Ltd 0.04% Reduce -11.9% 57,730 $3.9M
Verition Fund Management LLC 0.02% Add +60.5% 57,608 $3.9M
Groupe la Francaise 0.08% Add +17.0% 56,533 $3.9M
Police & Firemen's Retirement System of New Jersey 0.04% No change 57,072 $3.8M
Birch Hill Investment Advisors LLC 0.18% Reduce -5.4% 55,825 $3.8M
Millennium Management 0.00% Add +190.3% 55,393 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +0.6% 52,674 $3.5M
Ensign Peak Advisors, Inc 0.01% Reduce -2.8% 52,470 $3.5M
Baird Financial Group, Inc. 0.01% Reduce -9.3% 52,450 $3.5M
Twinbeech Capital LP 0.06% New 51,715 $3.5M
Toronto Dominion Bank 0.01% Add +4.1% 51,685 $3.5M
Boothbay Fund Management, LLC 0.12% New 50,955 $3.4M
Cinctive Capital Management LP 0.27% Reduce -64.4% 50,853 $3.4M
Metis Global Partners, LLC 0.09% Add +12.4% 49,628 $3.3M
Lansforsakringar Fondforvaltning AB (publ) 0.02% No change 49,282 $3.3M
Fifth Third Bancorp 0.01% Reduce -6.8% 49,104 $3.3M
Credit Agricole S A 0.01% Add +6.1% 48,763 $3.3M
Wealthfront Advisers LLC 0.01% Reduce -2.1% 48,159 $3.2M
Cetera Investment Advisers 0.01% Add +4.5% 47,689 $3.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +1.2% 47,401 $3.2M
Wellington Management Group LLP 0.00% Add +47.4% 47,115 $3.2M
US Bancorp \de 0.00% Reduce -4.6% 47,053 $3.2M
Forsta Ap-Fonden 0.02% Add +23.2% 46,200 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 45,430 $3.1M
DNB Asset Management AS 0.01% Reduce -4.0% 45,267 $3.0M
Marshall Wace, LLP 0.00% New 44,725 $3.0M
AQR Capital Management 0.00% Reduce -25.1% 44,222 $3.0M
Arizona State Retirement System 0.02% Reduce -0.3% 43,438 $2.9M
MetLife Investment Management, LLC 0.02% Reduce -1.9% 42,156 $2.8M
Ilex Capital Partners (UK) LLP 0.11% New 40,627 $2.7M
Handelsbanken Fonder AB 0.01% No change 40,600 $2.7M
Nissay Asset Management Corp. /Japan 0.02% Add +1.3% 40,085 $2.7M
Kestra Private Wealth Services, LLC 0.04% Add +13.5% 40,011 $2.7M
State of Michigan Retirement System 0.02% No change 39,457 $2.7M
TD Asset Management Inc 0.00% Reduce -0.1% 39,266 $2.6M
Public Sector Pension Investment Board 0.01% Add +4.1% 39,238 $2.6M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.33% No change 38,668 $2.6M
Stifel Financial Corp. 0.00% Reduce -6.8% 37,035 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +9.7% 36,625 $2.5M
Nomura Holdings Inc. 0.01% Add +67.2% 36,240 $2.4M
ASR Vermogensbeheer N.V. 0.04% — 36,202 $2.4M
Holocene Advisors, LP 0.01% Reduce -9.9% 35,848 $2.4M
TCW Group Inc. 0.02% Add +4.5% 35,407 $2.4M
Cibc World Market Inc. 0.01% Reduce -30.9% 34,765 $2.3M
Schroder Investment Management Group 0.00% Reduce -66.9% 34,548 $2.3M
MML Investors Services, LLC 0.01% Reduce -13.0% 33,949 $2.3M
Corebridge Financial, Inc. 0.01% Reduce -2.9% 33,513 $2.3M
Czech National Bank 0.02% Add +6.0% 33,423 $2.2M
Essex LLC 0.48% Reduce -8.2% 32,701 $2.2M
Vident Advisory, LLC 0.03% Add +8.1% 31,608 $2.1M
M&T Bank Corp 0.01% Reduce -9.1% 31,110 $2.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +6.2% 29,735 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -63.3% 29,679 $2.0M
Corient Private Wealth LP 0.00% Reduce -24.3% 29,091 $2.0M
HighTower Advisors, LLC 0.00% Add +2.1% 28,997 $1.9M
Amalgamated Bank 0.02% Add +0.3% 28,830 $1.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -0.0% 28,731 $1.9M
Pathstone Holdings, LLC 0.01% Add +9.6% 28,369 $1.9M
Two Sigma Investments, LP 0.00% Reduce -13.3% 28,180 $1.9M
ProShare Advisors LLC 0.00% Add +5.1% 27,828 $1.9M
First Trust Advisors LP 0.00% Reduce -9.7% 27,709 $1.9M
Rockefeller Capital Management L.P. 0.00% Reduce -4.8% 27,564 $1.9M
Choreo, LLC 0.03% Reduce -1.7% 27,432 $1.8M
Infrastructure Capital Advisors, LLC 0.31% Add +25.0% 27,301 $1.8M
Sterling Capital Management LLC 0.03% Reduce -2.6% 26,844 $1.8M
KBC Group NV 0.01% Reduce -46.1% 26,372 $1.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +16.6% 26,087 $1.8M
Utah Retirement Systems 0.02% No change 26,005 $1.7M
Creative Planning 0.00% Reduce -1.1% 25,892 $1.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -17.4% 25,700 $1.7M
Regions Financial Corp. 0.01% Reduce -0.3% 25,477 $1.7M
Yousif Capital Management, LLC 0.02% Add +0.2% 25,152 $1.7M
Mercer Global Advisors Inc. 0.00% Add +8.9% 25,148 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.3% 25,126 $1.7M
Boothe Investment Group, Inc. 0.76% Reduce -22.8% 24,840 $1.7M
FIL Ltd 0.00% Add +43.7% 24,718 $1.7M
Aristotle Capital Boston, LLC 0.08% Reduce -33.4% 24,425 $1.6M
Ethic Inc. 0.03% Reduce -18.4% 23,986 $1.6M
S-Bank Fund Management Ltd 0.30% — 23,752 $1.6M
Bristlecone Advisors, LLC 0.13% Add +35.2% 23,447 $1.6M
Swiss Life Asset Management Ltd 0.01% Add +24.5% 23,356 $1.6M
Redwood Investment Management, LLC 0.17% New 23,342 $1.6M
CIBC Asset Management Inc 0.01% Reduce -1.0% 22,472 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -33.1% 22,059 $1.5M
Teacher Retirement System of Texas 0.01% New 21,957 $1.5M
Xponance LLC 0.01% Add +3.1% 21,709 $1.5M
Prudential PLC 0.01% Reduce -21.8% 21,424 $1.4M
Sanctuary Advisors, LLC 0.01% Reduce -5.1% 21,322 $1.4M
Daiichi Life Insurance Co., Ltd. 0.04% No change 21,102 $1.4M
Gotham Asset Management 0.01% Add +243.7% 20,514 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -7.0% 20,513 $1.4M
Susquehanna Fundamental Investments, LLC 0.02% New 20,424 $1.4M
D. E. Shaw & Co. 0.00% Add +32.4% 20,389 $1.4M
GeoWealth Management, LLC 0.05% Reduce -3.9% 20,217 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.5% 20,062 $1.3M
New York Life Investment Management LLC 0.01% Reduce -0.4% 19,497 $1.3M
Rafferty Asset Management, LLC 0.01% Reduce -13.5% 18,888 $1.3M
Ossiam 0.02% Add +3.9% 18,854 $1.3M
Ieq Capital, LLC 0.01% Reduce -12.3% 18,583 $1.2M
Arjuna Capital 0.34% Reduce -5.9% 18,290 $1.2M
Park Avenue Securities LLC 0.01% Add +24.0% 18,224 $1.2M
Cerity Partners LLC 0.00% Reduce -12.1% 18,022 $1.2M
Candriam S.C.A. 0.01% Reduce -85.5% 17,795 $1.2M
Mariner, LLC 0.00% Reduce -1.1% 17,363 $1.2M
Penserra Capital Management LLC 0.02% Add +17.7% 17,355 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -2.9% 16,920 $1.1M
OP Asset Management Ltd 0.02% — 16,818 $1.1M
Wolverine Trading, LLC 0.04% Reduce -7.1% 16,672 $1.1M
Sarasin & Partners LLP 0.01% Reduce -0.3% 16,464 $1.1M
Foresight Group Ltd Liability Partnership 0.15% Reduce -6.3% 15,604 $1.1M
Xcel Wealth Management, LLC 0.33% Reduce -0.6% 15,700 $1.1M
Stamos Capital Partners, L.P. 0.26% Add +11.0% 14,867 $999K
Public Employees Retirement Association of Colorado 0.00% No change 14,728 $990K
Dakota Wealth Management 0.02% Reduce -0.5% 14,570 $979K
Norinchukin Bank, The 0.02% Add +10.2% 14,416 $969K
Nordea Investment Management AB 0.00% Reduce -0.3% 14,117 $950K
Americana Partners, LLC 0.04% Add +40.1% 14,111 $948K
Bank of Nova Scotia 0.00% Reduce -14.1% 14,023 $942K
United Capital Financial Advisors, LLC 0.01% Add +2.8% 13,802 $927K
Mainstream Capital Management LLC 0.73% Reduce -5.4% 13,670 $918K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.8% 13,622 $915K
LSV Asset Management 0.00% No change 13,600 $914K
Rakuten Investment Management, Inc. 0.00% — 13,430 $909K
Simplex Trading, LLC 0.03% Reduce -5.0% 13,354 $897K
State of Wyoming 0.11% Reduce -9.5% 12,867 $865K
Oregon Public Employees Retirement Fund 0.02% Add +0.9% 12,531 $842K
Jump Financial, LLC 0.01% Reduce -37.8% 12,518 $841K
Avanza Fonder AB 0.03% No change 12,298 $834K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -50.5% 12,378 $832K
Engineers Gate Manager LP 0.01% New 12,349 $830K
Gilman Hill Asset Management, LLC 0.14% Add +27.0% 12,139 $816K
Freedom Investment Management, Inc. 0.07% Reduce -2.3% 12,106 $813K
Atria Investments, Inc 0.01% Add +7.5% 12,067 $811K
Navalign, LLC 0.23% New 11,998 $806K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -23.3% 11,966 $804K
Truist Financial Corp. 0.00% Add +15.2% 11,842 $796K
Pensionfund PDN 0.52% No change 11,717 $787K
FORA Capital, LLC 0.08% New 11,713 $787K
Mizuho Securities USA LLC 0.02% Reduce -15.5% 11,652 $783K
Janney Montgomery Scott LLC 0.00% Reduce -22.1% 11,410 $767K
Teachers Retirement System of the State of Kentucky 0.01% Add +4.1% 11,215 $754K
Osaic Holdings, Inc. 0.00% Reduce -61.7% 10,771 $725K
Avantax Advisory Services, Inc. 0.00% Add +14.2% 10,790 $725K
Glenmede Trust Co. NA 0.00% Add +3.2% 10,733 $721K
Midwest Professional Planners, LTD. 0.22% Add +3.5% 10,559 $709K
Pacer Advisors, Inc. 0.00% Reduce -32.6% 10,445 $702K
Brevan Howard Capital Management LP 0.02% New 10,442 $702K
Captrust Financial Advisors 0.00% Add +77.5% 10,417 $700K
NEOS Investment Management LLC 0.01% Add +73.1% 10,379 $697K
Brown Advisory Inc. 0.00% Reduce -0.8% 10,255 $689K
Adams Wealth Management 0.13% Add +12.4% 9,880 $664K
CacheTech Inc. 0.13% Add +12.4% 9,880 $664K
Fairtree Asset Management (Pty) Ltd 0.49% No change 9,150 $615K
Gulf International Bank (UK) Ltd 0.02% Reduce -21.7% 9,107 $611K
Crossmark Global Holdings, Inc. 0.01% Add +3.7% 9,055 $608K
Hartford Investment Management Co. 0.02% Reduce -1.0% 8,844 $594K
Sovran Advisors, LLC 0.08% Add +62.6% 9,073 $580K
Mackenzie Financial Corp. 0.00% Reduce -96.0% 8,489 $570K
DoubleLine ETF Adviser LP 0.19% Reduce -19.3% 8,432 $567K
Michels Family Financial, LLC 0.51% Add +2.0% 8,345 $561K
Assenagon Asset Management S.A. 0.00% Add +3.7% 8,338 $560K
LMR Partners LLP 0.02% No change 8,216 $552K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.7% 8,173 $549K
Agf Management Ltd. 0.00% New 8,140 $547K
Allstate Corp. 0.02% Add +85.5% 8,102 $544K
Fort Point Capital Partners LLC 0.06% Add +27.0% 8,060 $542K
Three Seasons Wealth, LLC 0.26% No change 7,739 $528K
Louisiana State Employees Retirement System 0.01% No change 7,800 $524K
Guggenheim Capital LLC 0.00% Reduce -15.3% 7,767 $522K
Securian Asset Management, Inc. 0.02% Reduce -2.6% 7,558 $508K
Venture Visionary Partners LLC 0.02% Add +10.7% 7,482 $503K
Minot DeBlois Advisors LLC 0.50% Reduce -3.4% 7,466 $502K
Coldstream Capital Management Inc. 0.01% Reduce -5.2% 7,346 $494K
Maryland State Retirement & Pension System 0.01% Reduce -12.4% 7,340 $493K
Cresset Asset Management, LLC 0.00% Add +40.2% 7,092 $483K
Marathon Capital Management 0.13% Add +0.6% 7,059 $474K
EagleClaw Capital Managment, LLC 0.07% Add +16.7% 7,000 $470K
Spirit of America Management Corp. 0.09% Add +7.8% 6,915 $465K
Cwm, LLC 0.00% Reduce -8.6% 6,858 $461K
HB Wealth Management, LLC 0.00% Add +3.9% 6,850 $460K
Naviter Wealth, LLC 0.06% Reduce -16.7% 6,771 $458K
New Mexico Educational Retirement Board 0.02% Reduce -1.4% 6,823 $458K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 6,787 $456K
Sustainable Insight Capital Management, LLC 0.23% Add +11.6% 6,737 $453K
Signaturefd, LLC 0.01% Reduce -2.4% 6,737 $453K
Empowered Funds, LLC 0.01% Add +12.0% 6,723 $452K
Contravisory Investment Management, Inc. 0.09% Add +0.1% 6,695 $450K
Inceptionr LLC 0.13% New 6,690 $450K
Principal Securities, Inc. 0.01% No change 5,967 $444K
E. Ohman J:or Asset Management AB 0.01% No change 6,600 $443K
Cambria Investment Management, L.P. 0.03% Reduce -9.0% 6,588 $443K
Vestmark Advisory Solutions, Inc. 0.01% Add +79.6% 6,508 $437K
Benjamin Edwards Inc. 0.01% Add +5.8% 6,393 $430K
Federation des caisses Desjardins du Quebec 0.00% Add +16.4% 6,343 $426K
Sompo Asset Management Co., Ltd. 0.08% Add +15.5% 6,330 $425K
Pensionfund Sabic 0.12% No change 6,214 $418K
O'ROURKE & COMPANY, Inc 0.20% Add +3.8% 6,113 $411K
Mystic Asset Management, Inc. 0.11% Add +8.2% 6,040 $406K
Blue Trust, Inc. 0.01% Add +29.1% 6,005 $403K
Ar Asset Management Inc. 0.09% No change 6,000 $403K
Oppenheimer Asset Management Inc. 0.01% Add +5.8% 5,946 $400K
Los Angeles Capital Management LLC 0.00% Reduce -97.1% 5,899 $396K
CFC Planning Co LLC 0.43% Add +0.7% 5,850 $393K
Quadrant Capital Group LLC 0.01% Add +119.7% 5,800 $390K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -38.6% 5,724 $385K
Townsquare Capital LLC 0.00% Add +27.3% 5,634 $379K
Bessemer Group Inc. 0.00% Reduce -77.7% 5,629 $378K
&partners 0.00% Add +7.0% 5,529 $374K
Moneta Group Investment Advisors LLC 0.01% Add +1.1% 5,543 $372K
Impact Partnership Wealth, LLC 0.08% New 5,521 $371K
MQS Management LLC 0.21% New 5,497 $369K
Bokf, NA 0.01% Add +19528.6% 5,496 $369K
Jones Financial Companies LLLP 0.00% Add +75.5% 5,419 $367K
Intech Investment Management LLC 0.00% No change 5,451 $366K
Hamel Associates, Inc. 0.12% No change 5,400 $363K
OMERS ADMINISTRATION Corp 0.00% Reduce -14.2% 5,395 $362K
Probity Advisors, Inc. 0.07% Add +17.9% 5,373 $361K
Beacon Pointe Advisors, LLC 0.00% New 5,294 $356K
Tower Research Capital LLC (TRC) 0.01% Reduce -31.6% 5,279 $355K
Shell Asset Management Co. 0.02% No change 5,216 $350K
Heitman Real Estate Securities LLC 0.02% Add +16.5% 5,111 $343K
QRG Capital Management, Inc. 0.00% Reduce -11.1% 5,057 $340K
MAI Capital Management 0.00% Reduce -0.3% 5,010 $337K
GAMMA Investing LLC 0.03% Add +6.5% 5,009 $337K
V-Square Quantitative Management LLC 0.05% Add +15.7% 4,944 $332K
Commerce Bank 0.00% Reduce -3.9% 4,907 $330K
Guardian Partners Inc. 0.03% Reduce -78.8% 5,035 $329K
Boston Research & Management Inc. 0.08% No change 4,850 $326K
Moors & Cabot, Inc. 0.02% Reduce -4.0% 4,847 $326K
Commerzbank Aktiengesellschaft 0.01% Add +10.6% 4,807 $323K
Generali Asset Management SPA SGR 0.01% Add +0.9% 4,790 $322K
NewEdge Wealth, LLC 0.01% Reduce -3.3% 4,745 $319K
Y.D. More Investments Ltd 0.03% No change 4,690 $315K
Praxis Investment Management Inc. 0.02% No change 4,690 $315K
Jeppson Wealth Management, LLC 0.12% No change 4,676 $314K
Menard Financial Group LLC 0.21% Add +1.3% 4,910 $314K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.2% 4,628 $311K
Greenleaf Trust 0.00% Add +1.1% 4,613 $310K
MBB Public Markets I LLC 0.04% New 4,612 $310K
Inspire Investing, LLC 0.04% Add +32.4% 4,598 $309K
Compound Planning, Inc. 0.01% Reduce -0.6% 4,575 $307K
Blackhawk Capital Partners, LLC 0.16% Add +42.3% 4,571 $307K
Carson Advisory Inc. 0.21% Add +0.0% 4,561 $306K
Beverly Hills Private Wealth, LLC 0.06% Add +3.6% 4,429 $298K
Sound Income Strategies, LLC 0.02% Add +14.6% 4,356 $293K
Investment Management Corp of Ontario 0.01% New 4,272 $287K
Independent Advisor Alliance 0.01% New 4,215 $283K
Evergreen Capital Management LLC 0.01% Add +14.8% 4,150 $283K
Dudley Capital Management, LLC 0.15% No change 4,200 $282K
Hilltop Holdings Inc. 0.02% Add +47.3% 4,180 $281K
Ellevest, Inc. 0.02% Reduce -24.4% 4,114 $276K
Lazari Capital Management, Inc. 0.11% Reduce -12.5% 4,071 $274K
Vestcor Inc 0.01% Reduce -73.3% 4,039 $271K
Ostrum Asset Management 0.01% Reduce -2.6% 4,032 $271K
NJ State Employees Deferred Compensation Plan 0.03% No change 4,000 $269K
Applied Finance Capital Management, LLC 0.02% Add +4.2% 3,994 $268K
Versor Investments LP 0.04% Reduce -51.3% 3,894 $262K
Roman Butler Fullerton & Co. 0.10% Add +9.1% 4,105 $261K
Ballentine Partners, LLC 0.00% Add +9.8% 3,777 $254K
Insigneo Advisory Services, LLC 0.03% New 3,735 $251K
Stonehaven Wealth & Tax Solutions, LLC 0.26% Add +10.6% 3,669 $247K
HBW Advisory Services LLC 0.03% Reduce -10.5% 3,656 $246K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.5% 3,617 $243K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.6% 3,607 $242K
Group One Trading LLC 0.01% Add +6.8% 3,604 $242K
Cetera Trust Company, N.A 0.15% No change 3,600 $242K
United Services Automobile Association 0.01% New 3,516 $238K
Prime Capital Investment Advisors, LLC 0.00% Add +6.5% 3,499 $235K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +6.1% 3,496 $235K
Merit Financial Group, LLC 0.00% Add +17.7% 3,463 $233K
World Investment Advisors 0.01% New 3,293 $221K
Keybank National Association 0.00% Add +9.8% 3,272 $220K
Fulton Bank, N.A. 0.01% Reduce -1.4% 3,246 $218K
Peapack Gladstone Financial Corp. 0.00% Reduce -33.6% 3,248 $218K
Plato Investment Management Ltd 0.02% No change 3,141 $213K
Graypoint LLC 0.01% Reduce -3.9% 3,150 $212K
Meeder Advisory Services, Inc. 0.01% Add +1.2% 3,142 $211K
Dorsey & Whitney Trust CO LLC 0.01% New 3,105 $209K
MADDEN SECURITIES Corp 0.08% Reduce -6.1% 3,100 $208K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.6% 3,034 $204K
Orion Portfolio Solutions, LLC 0.00% Reduce -1.6% 3,034 $204K
Csenge Advisory Group 0.01% Reduce -13.2% 3,182 $203K
FineMark National Bank & Trust 0.01% No change 3,000 $202K
Sage Mountain Advisors LLC 0.01% Reduce -5.9% 2,997 $201K
GF Fund Management Co. LTD. 0.00% Add +4.4% 2,845 $191K
Farther Finance Advisors, LLC 0.00% Add +5.8% 2,754 $184K
Mufg Securities Americas Inc. 0.02% Add +19.9% 2,575 $173K
Kelly Lawrence W & Associates Inc. 0.04% No change 2,500 $168K
Sandy Spring Bank 0.01% Reduce -32.5% 2,500 $168K
Centaurus Financial, Inc. 0.01% Add +31.3% 2,474 $166K
Parallel Advisors, LLC 0.00% Add +1.5% 2,414 $162K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,176 $148K
Exchange Traded Concepts, LLC 0.00% Add +17.2% 2,152 $145K
Mather Group, Llc. 0.00% Reduce -13.0% 2,150 $144K
Horizon Investments, LLC 0.00% Add +6.2% 2,127 $143K
SG Americas Securities, LLC 0.00% New 2,082 $140K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,013 $137K
Brooklyn Investment Group 0.03% Add +124.6% 1,927 $129K
Smartleaf Asset Management LLC 0.01% Reduce -0.1% 1,909 $129K
CVA Family Office, LLC 0.02% Add +9.0% 1,829 $123K
Ameritas Investment Partners, Inc. 0.00% No change 1,711 $115K
Syntax Research, Inc. 0.08% Add +1.4% 1,706 $115K
Siemens Fonds Invest GmbH 0.01% New 1,603 $108K
Elevation Wealth Partners, LLC 0.04% No change 1,525 $102K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -71.2% 1,369 $97K
1620 Investment Advisors, Inc. 0.08% No change 1,444 $97K
CX Institutional 0.00% New 1,225 $82K
Huntington National Bank 0.00% Reduce -8.6% 1,047 $70K
Rosenberg Matthew Hamilton 0.02% No change 1,000 $67K
Steward Partners Investment Advisory, LLC 0.00% Add +20.5% 958 $64K
Allworth Financial LP 0.00% Add +3.1% 972 $64K
Bruce G. Allen Investments, LLC 0.05% Reduce -3.9% 919 $62K
Fourth Dimension Wealth, LLC 0.03% No change 900 $60K
EverSource Wealth Advisors, LLC 0.00% Add +39.6% 863 $58K
Trust Co. of Vermont 0.00% No change 845 $57K
UMB Bank, n.a. 0.00% Add +1.6% 833 $56K
Parkside Financial Bank & Trust 0.01% Reduce -4.3% 814 $55K
Brown Brothers Harriman & Co. 0.00% Add +13.0% 782 $53K
MassMutual Private Wealth & Trust, FSB 0.00% Add +13.8% 777 $52K
Lindbrook Capital, LLC 0.00% Add +2.9% 754 $51K
Federated Hermes, Inc. 0.00% Add +82.5% 688 $46K
TD Private Client Wealth LLC 0.00% Add +1.2% 685 $46K
Wilmington Savings Fund Society, FSB 0.00% Add +3.7% 671 $45K
Glass Jacobson Investment Advisors llc 0.01% No change 600 $45K
Silvant Capital Management LLC 0.00% No change 614 $41K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 570 $38K
Park Square Financial Group, LLC 0.03% Reduce -4.9% 541 $36K
National Pension Service 0.00% Add +75.0% 539 $36K
Harbour Investments, Inc. 0.00% Reduce -2.0% 527 $35K
Quent Capital, LLC 0.00% Add +5.8% 525 $35K
Assetmark, Inc. 0.00% Add +6.8% 503 $34K
Cromwell Holdings LLC 0.02% Add +2.5% 485 $33K
Avalon Trust Co 0.00% New 484 $33K
Richardson Financial Services Inc. 0.02% Reduce -1.4% 479 $32K
Manchester Capital Management LLC 0.00% Add +5.8% 477 $32K
CIBC Private Wealth Group LLC 0.00% Add +26.6% 543 $31K
Wayfinding Financial, LLC 0.01% New 454 $30K
Dynamic Wealth Strategies, LLC 0.02% New 445 $30K
Sentry Investment Management LLC 0.02% New 502 $29K
Park Place Capital Corp 0.01% No change 405 $27K
Rothschild Investment LLC 0.00% Reduce -35.0% 380 $26K
Global X Japan Co., Ltd. 0.00% Add +25.0% 375 $25K
Capital Analysts, LLC 0.00% Add +0.6% 357 $24K
Zions Bancorporation, National Association 0.00% — 351 $24K
MV Capital Management, Inc. 0.00% Add +0.3% 350 $24K
Raleigh Capital Management Inc. 0.01% Reduce -38.2% 341 $23K
Eastern Bank 0.00% No change 312 $21K
TCTC Holdings, LLC 0.00% Add +118.0% 303 $20K
First Pacific Financial 0.00% No change 301 $20K
Centerpoint Advisors, LLC 0.01% No change 300 $20K
Deseret Mutual Benefit Administrators 0.01% No change 280 $19K
Oakworth Capital, Inc. 0.00% No change 273 $18K
Wolff Wiese Magana LLC 0.01% No change 271 $18K
CENTRAL TRUST Co 0.00% No change 265 $18K
Alpine Bank Wealth Management 0.00% — 265 $18K
Spire Wealth Management 0.00% Add +7.3% 264 $18K
Headlands Technologies LLC 0.00% New 263 $18K
Webster Bank, N. A. 0.00% No change 257 $17K
Capital Advisors, Ltd. LLC 0.00% Reduce -0.8% 258 $17K
Ransom Advisory, Ltd 0.01% No change 250 $17K
Towne Trust Company, N.A 0.01% No change 250 $17K
NewEdge Advisors, LLC 0.00% Reduce -92.0% 241 $16K
Private Trust Co. NA 0.00% Add +50.6% 241 $16K
Geneos Wealth Management Inc. 0.00% Add +100.9% 233 $16K
Salem Investment Counselors Inc. 0.00% No change 225 $15K
HM Payson & Co. 0.00% No change 200 $13K
Bayforest Capital Ltd 0.01% Reduce -88.8% 193 $13K
Cornerstone Planning Group LLC 0.00% Add +91.9% 190 $12K
CoreCap Advisors, LLC 0.00% Reduce -53.1% 179 $12K
Itau Unibanco Holding S.A. 0.00% No change 181 $12K
Salomon & Ludwin, LLC 0.00% No change 166 $11K
REAP Financial Group, LLC 0.00% Add +73.1% 161 $11K
Hexagon Capital Partners LLC 0.00% No change 156 $10K
Barrett & Company, Inc. 0.00% No change 150 $10K
Covestor Ltd 0.01% Reduce -17.3% 148 $10K
Versant Capital Management, Inc 0.00% Add +52.7% 142 $10K
SouthState Bank Corp 0.00% New 141 $9K
Rise Advisors, LLC 0.00% Reduce -25.8% 132 $9K
Lanark Financial, Inc. 0.00% — 110 $7K
Arax Advisory Partners 0.00% Add +46.4% 101 $7K
AllSquare Wealth Management LLC 0.00% No change 100 $7K
Painted Porch Advisors LLC 0.00% No change 100 $7K
Stonebridge Financial Group, LLC 0.00% No change 100 $7K
IFP Advisors, Inc 0.00% Reduce -6.7% 97 $7K
Farmers & Merchants Investments Inc. 0.00% No change 90 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 79 $5K
DT Investment Partners, LLC 0.00% No change 78 $5K
Anfield Capital Management, LLC 0.00% No change 77 $5K
Grove Bank & Trust 0.00% Reduce -4.0% 71 $5K
Meeder Asset Management Inc. 0.00% Reduce -29.9% 68 $5K
WASHINGTON TRUST Co 0.00% Add +1.5% 67 $4K
GW&K Investment Management, LLC 0.00% Add +12.8% 53 $4K
Saudi Central Bank 0.02% New 59 $4K
Retirement Wealth Solutions LLC 0.00% Add +1.9% 54 $4K
Bell Investment Advisors, Inc 0.00% No change 53 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 50 $3K
Tompkins Financial Corp. 0.00% No change 50 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 50 $3K
Red Tortoise LLC 0.00% No change 49 $3K
Cape Investment Advisory, Inc. 0.00% No change 49 $3K
ORG Partners LLC 0.00% New 42 $3K
Private Wealth Management Group, LLC 0.00% No change 41 $3K
Boyd Watterson Asset Management LLC 0.00% No change 41 $3K
Rialto Wealth Management, LLC 0.00% New 40 $3K
Princeton Global Asset Management LLC 0.00% No change 40 $3K
WealthCollab, LLC 0.00% No change 38 $3K
Sachetta, LLC 0.00% Reduce -40.0% 36 $2K
Cullen/Frost Bankers, Inc. 0.00% Add +6.1% 35 $2K
Creative Financial Designs Inc. 0.00% New 35 $2K
Prestige Wealth Management Group LLC 0.00% No change 34 $2K
Binnacle Investments Inc 0.00% — 31 $2K
Continuum Advisory, LLC 0.00% Reduce -3.2% 30 $2K
Hantz Financial Services, Inc. 0.00% Add +63.6% 36 $2K
McIlrath & Eck, LLC 0.00% No change 29 $2K
Rossby Financial, LCC 0.00% New 29 $2K
Raffa Wealth Management, LLC 0.00% No change 25 $2K
Greenline Partners, LLC 0.00% New 25 $2K
Trifecta Capital Advisors, LLC 0.00% No change 23 $2K
Fortitude Family Office, LLC 0.00% No change 23 $2K
Larson Financial Group LLC 0.00% Reduce -64.6% 23 $2K
Dunhill Financial, LLC 0.00% Reduce -26.7% 22 $2K
Parvin Asset Management, LLC 0.00% New 22 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% Reduce -13.0% 20 $1K
WealthTrak Capital Management LLC 0.00% Add +33.3% 20 $1K
Key Financial Inc 0.00% Reduce -92.5% 20 $1K
Atlas Capital Advisors Inc. 0.00% Reduce -88.7% 20 $1K
Albion Financial Group 0.00% No change 18 $1K
Whipplewood Advisors, LLC 0.00% Reduce -70.1% 29 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -59.5% 15 $1K
Avion Wealth 0.00% No change 16 $1K
Valley National Advisers Inc. 0.00% Reduce -45.8% 26 $1K
Capital A Wealth Management, LLC 0.00% Add +55.6% 14 $941
WPG Advisers, LLC 0.00% No change 13 $873
Core Alternative Capital 0.00% No change 13 $873
Asset Dedication, LLC 0.00% New 11 $740
Carolinas Wealth Consulting LLC 0.00% Reduce -23.1% 10 $672
SOA Wealth Advisors, LLC. 0.00% Add +11.1% 10 $643
Abound Wealth Management 0.00% No change 9 $612
Kestra Investment Management, LLC 0.00% Reduce -89.5% 8 $538
Hughes Financial Services, LLC 0.00% New 8 $536
Principia Wealth Advisory, LLC 0.00% Reduce -20.0% 8 $493
JFS Wealth Advisors, LLC 0.00% New 7 $471
Bogart Wealth, LLC 0.00% No change 7 $470
Clearstead Advisors, LLC 0.00% Add +20.0% 6 $404
Clark Wealth Partners 0.00% Reduce -37.5% 5 $336
Nvwm, LLC 0.00% New 5 $336
TFC Financial Management, Inc. 0.00% Reduce -72.2% 5 $336
Osterweis Capital Management Inc. 0.00% New 5 $336
Medallion Wealth Advisors, LLC 0.00% No change 4 $269
Winnacle Wealth LLC 0.00% Add +33.3% 4 $253
Colonial Trust Co / SC 0.00% No change 3 $203
GoalVest Advisory LLC 0.00% New 3 $202
American Capital Advisory, LLC 0.00% New 2 $135
AdvisorNet Financial, Inc 0.00% Reduce -60.0% 2 $134

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