BXPBXP

13F holders, Q4 2025 (December 31)
618holders
52new positions
71sold out
7famous investors
$67.51avg. 13F price*

At the end of Q4 2025, 618 institutions reported holding BXP Inc. (BXP) in their 13F filings, unchanged from Q3 2025. 52 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.2B) and Cohen & Steers, Inc. ($1.0B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions52$102.7M
Exits71$65.3M

All 13F filers, Q3 2025 → Q4 2025: 14,029,108 shares bought and 6,644,276 shares sold, net +7,384,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 618 holders

Vanguard Group Inc. 0.02% Reduce -0.4% 24,031,293 $1.6B
BlackRock, Inc. 0.02% Add +2.9% 18,319,074 $1.2B
Cohen & Steers, Inc. 1.88% Add +41.4% 15,382,890 $1.0B
State Street Corp. 0.03% Reduce -0.3% 11,269,660 $768.2M
Norges Bank 0.07% — 10,216,641 $689.4M
APG Asset Management US Inc. 3.91% No change 7,401,513 $499.5M
Geode Capital Management, LLC 0.02% Add +1.3% 4,270,027 $287.1M
Invesco Ltd. 0.03% Add +5.2% 4,101,236 $276.8M
Boston Partners 0.24% Reduce -1.8% 3,473,377 $234.4M
Morgan Stanley 0.01% Reduce -9.9% 3,427,418 $231.3M
JPMorgan Chase & Co. 0.02% Add +16.5% 3,423,514 $231.0M
First Eagle Investment Management, LLC 0.41% Reduce -3.4% 3,410,909 $230.2M
Northern Trust Corp. 0.03% Reduce -3.7% 3,284,970 $221.7M
Daiwa Securities Group Inc. 0.67% Add +52.4% 3,065,995 $206.9M
Earnest Partners LLC 0.76% Reduce -1.1% 2,635,725 $177.9M
Bank of America Corp. 0.01% Add +5.3% 2,445,194 $165.0M
Charles Schwab Investment Management Inc. 0.03% Add +4.2% 2,429,446 $163.9M
Goldman Sachs Group Inc. 0.02% Reduce -1.7% 2,311,949 $156.0M
Dimensional Fund Advisors LP 0.03% Add +1.6% 2,292,578 $154.7M
Allspring Global Investments Holdings, LLC 0.23% Reduce -27.8% 2,069,157 $140.3M
Sei Investments Co. 0.13% Add +9.3% 1,964,844 $132.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +32286.7% 1,889,115 $127.5M
Citadel Advisors 0.08% Add +58.8% 1,751,453 $118.2M
Centersquare Investment Management LLC 1.16% Reduce -4.8% 1,735,946 $117.1M
Deutsche Bank AG 0.04% Reduce -4.3% 1,591,303 $107.4M
Legal & General Group Plc 0.02% Add +3.2% 1,548,220 $104.5M
Voya Investment Management LLC 0.11% Reduce -0.8% 1,481,022 $99.8M
Massachusetts Financial Services Co. 0.02% Reduce -24.5% 1,134,282 $76.5M
Barclays PLC 0.03% Reduce -14.3% 1,081,310 $73.0M
Bank of New York Mellon Corp 0.01% Reduce -22.0% 1,070,132 $72.2M
Ameriprise Financial Inc. 0.02% Reduce -4.3% 1,015,821 $66.6M
Nuveen, LLC 0.02% Reduce -3.7% 964,479 $65.1M
Franklin Resources Inc. 0.02% Add +1.5% 956,847 $64.6M
Russell Investments Group, Ltd. 0.07% Add +36.2% 903,734 $61.4M
Duff & Phelps Investment Management Co. 0.67% Add +6.0% 879,131 $59.3M
T. Rowe Price Associates Inc. 0.01% Reduce -2.2% 808,659 $54.6M
HSBC Holdings PLC 0.03% Add +18.9% 776,982 $52.4M
UBS Group AG 0.01% Reduce -24.6% 727,239 $49.1M
Divco West Real Estate Services, LLC 49.23% No change 680,540 $45.9M
Principal Financial Group Inc. 0.02% Reduce -0.5% 672,952 $45.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -7.3% 659,275 $44.5M
STRS Ohio 0.16% Reduce -1.1% 644,166 $43.5M
CBRE Investment Management Listed Real Assets LLC 0.62% Reduce -29.3% 622,750 $42.0M
Amundi 0.01% Add +3.7% 610,251 $41.2M
State of Tennessee, Department of Treasury 0.12% Add +7.8% 591,091 $38.2M
Citigroup Inc. 0.02% Add +153.1% 471,478 $31.8M
Royal Bank of Canada 0.01% Reduce -38.5% 468,446 $31.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +9.4% 450,591 $30.6M
Adage Capital Partners Gp, L.L.C. 0.04% Add +17.7% 440,012 $29.7M
Marshall Wace, LLP 0.03% Add +249.1% 419,142 $28.3M
Wells Fargo & Company 0.01% Add +49.3% 409,825 $27.7M
Swiss National Bank 0.02% Reduce -9.4% 392,800 $26.5M
Envestnet Asset Management Inc. 0.01% Reduce -7.5% 382,665 $25.8M
CANADA LIFE ASSURANCE Co 0.04% Reduce -22.6% 351,669 $23.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +197.2% 349,631 $23.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +44.7% 344,126 $23.4M
BNP Paribas Financial Markets 0.01% Add +3.2% 341,657 $23.1M
Analyst IMS Investment Management Services Ltd. 0.67% Reduce -0.0% 339,598 $22.9M
Rhumbline Advisers 0.02% Reduce -0.4% 328,473 $22.2M
Fisher Asset Management 0.01% Add +30.7% 327,262 $22.1M
Senvest Management, LLC 0.68% Reduce -40.0% 327,258 $22.1M
Storebrand Asset Management As 0.06% Reduce -3.7% 317,251 $21.4M
Schonfeld Strategic Advisors LLC 0.11% New 315,601 $21.3M
First Manhattan Co. Llc. 0.06% Add +0.2% 311,319 $21.2M
California Public Employees Retirement System 0.01% Reduce -0.7% 314,395 $21.2M
Whittier Trust Co. 0.22% Add +2.9% 301,875 $20.6M
Woodbridge Co Ltd 0.05% No change 300,053 $20.2M
Asset Management One Co., Ltd. 0.06% Reduce -2.8% 291,370 $20.1M
Nomura Asset Management Co. Ltd. 0.05% Add +3.0% 273,237 $18.4M
Causeway Capital Management LLC 0.25% Reduce -6.7% 272,049 $18.4M
H/2 Credit Manager LP 4.02% New 268,110 $18.1M
Natixis Advisors, LLC 0.03% Add +2.4% 263,852 $17.8M
Public Employees Retirement System of Ohio 0.05% Reduce -1.6% 253,675 $17.1M
Alliancebernstein L.P. 0.01% Reduce -0.1% 253,174 $17.1M
Pacific Heights Asset Management LLC 0.63% Add +42.9% 250,000 $16.9M
Lasalle Investment Management Securities LLC 0.66% Reduce -8.7% 245,440 $16.6M
California State Teachers Retirement System 0.02% Reduce -10.7% 235,004 $15.9M
Davis Selected Advisers 0.07% Reduce -2.4% 233,910 $15.8M
Algebris (uk) Ltd. 1.17% New 216,730 $14.6M
Robeco Institutional Asset Management B.V. 0.02% Add +3.9% 214,612 $14.5M
Baron Capital (BAMCO) 0.04% Reduce -62.6% 202,984 $13.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +11.2% 198,019 $13.4M
Prudential Financial Inc. 0.02% Reduce -1.9% 194,211 $13.1M
1832 Asset Management L.P. 0.02% Reduce -17.9% 189,304 $12.8M
Balyasny Asset Management L.P. 0.02% New 188,244 $12.7M
Mizuho Markets Americas LLC 0.27% Add +646.7% 187,415 $12.6M
Uniplan Investment Counsel, Inc. 1.28% Reduce -1.7% 182,484 $12.3M
Cander Asset Management LP 2.16% — 173,212 $11.7M
Raymond James Financial Inc. 0.00% Reduce -4.7% 164,568 $11.1M
Bank of Montreal 0.00% Add +3.2% 162,604 $11.0M
AQR Capital Management 0.01% Reduce -8.6% 160,737 $10.8M
Quantinno Capital Management LP 0.02% Add +45.3% 154,340 $10.4M
Zacks Investment Management 0.08% Add +1.2% 153,501 $10.4M
Apollo Management Holdings, L.P. 0.12% New 152,610 $10.3M
Allianz Asset Management GmbH 0.01% Add +0.6% 150,749 $10.2M
Swedbank AB 0.01% Add +3.5% 146,740 $9.9M
Aviva PLC 0.02% Add +6.0% 144,738 $9.8M
Whittier Trust Co. of Nevada Inc. 0.20% Add +1.3% 141,373 $9.6M
Worldquant Millennium Advisors LLC 0.04% Reduce -40.6% 133,859 $9.0M
State Board of Administration of Florida Retirement System 0.02% No change 132,345 $8.9M
New York State Common Retirement Fund 0.01% Reduce -14.2% 132,284 $8.9M
Riverview Capital Advisers, LLC 2.68% Reduce -1.4% 131,462 $8.9M
Danske Bank A/S 0.02% Add +5.6% 130,812 $8.8M
Macquarie Group Ltd. 0.04% Reduce -9.1% 128,489 $8.7M
Gotham Asset Management 0.03% Reduce -4.1% 127,662 $8.6M
Jefferies Financial Group Inc. 0.07% New 125,861 $8.5M
State of New Jersey Common Pension Fund D 0.03% Reduce -0.4% 122,912 $8.3M
Horizon Investments, LLC 0.10% Reduce -8.8% 122,359 $8.3M
Nan Fung Trinity (hk) Ltd. 0.65% Add +33.6% 121,924 $8.2M
Commonwealth Equity Services, LLC 0.01% Reduce -10.9% 121,399 $8.2M
Birch Hill Investment Advisors LLC 0.34% No change 120,441 $8.1M
Aberdeen Group plc 0.01% Add +2.2% 119,596 $8.1M
Manufacturers Life Insurance Company, The 0.01% Add +0.0% 118,362 $8.0M
KLP Kapitalforvaltning As 0.03% No change 116,272 $7.9M
CI Investments Inc. 0.03% Reduce -1.5% 115,796 $7.8M
Chilton Capital Management LLC 0.27% Add +6.9% 113,383 $7.7M
Retirement Systems of Alabama 0.02% Reduce -0.5% 113,712 $7.7M
LBP Am SA 0.09% Add +9.9% 112,421 $7.6M
Victory Capital Management Inc. 0.00% Add +25.9% 111,343 $7.5M
UniSuper Management Pty Ltd 0.04% Add +43.3% 105,989 $7.2M
Korea Investment CORP 0.01% Add +6.6% 100,107 $6.8M
New York State Teachers Retirement System 0.01% Reduce -3.9% 98,738 $6.7M
DekaBank Deutsche Girozentrale 0.01% No change 96,459 $6.6M
Squarepoint Ops LLC 0.01% Add +43.6% 94,849 $6.4M
State of Alaska, Department of Revenue 0.07% Reduce -0.4% 93,288 $6.3M
Pictet Asset Management Holding SA 0.01% Add +1.2% 90,129 $6.1M
Knights of Columbus Asset Advisors LLC 0.34% Reduce -2.6% 89,686 $6.1M
Skandinaviska Enskilda Banken AB (publ) 0.02% Add +38.8% 89,629 $6.0M
State of Wisconsin Investment Board 0.01% Reduce -0.4% 88,823 $6.0M
Greenland Capital Management LP 0.93% Add +65.8% 87,986 $5.9M
Resona Asset Management Co.,Ltd. 0.03% Reduce -5.7% 86,141 $5.9M
Van Eck Associates Corp. 0.00% Add +5.0% 87,082 $5.9M
FMR LLC 0.00% Add +0.9% 86,808 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -1.4% 86,082 $5.8M
NewSquare Capital LLC 0.48% Reduce -28.5% 81,452 $5.5M
Focus Partners Wealth 0.01% Add +1.4% 79,408 $5.4M
Bragg Financial Advisors, Inc 0.17% Add +2.7% 75,553 $5.1M
Adelante Capital Management LLC 0.34% Reduce -73.6% 75,363 $5.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.6% 75,184 $5.1M
Altrius Capital Management Inc 1.07% Add +1.8% 74,780 $5.0M
D. E. Shaw & Co. 0.00% Reduce -56.9% 73,060 $4.9M
Masterton Capital Management, LP 3.41% No change 72,500 $4.9M
Vert Asset Management LLC 1.61% Add +5.4% 71,644 $4.8M
Nisa Investment Advisors, LLC 0.02% Reduce -11.0% 67,742 $4.6M
Police & Firemen's Retirement System of New Jersey 0.04% Reduce -4.3% 67,333 $4.5M
Treasurer of the State of North Carolina 0.01% Reduce -6.8% 66,363 $4.5M
APG Asset Management N.V. 0.01% Reduce -5.0% 77,113 $4.4M
National Bank of Canada 0.00% Add +70.1% 63,947 $4.3M
LPL Financial LLC 0.00% Reduce -7.6% 62,956 $4.2M
Susquehanna International Group, LLP 0.01% Reduce -49.6% 62,777 $4.2M
Metis Global Partners, LLC 0.10% Add +2.8% 62,052 $4.2M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +0.1% 61,547 $4.2M
Cibc World Markets Corp. 0.02% — 57,678 $3.9M
IFM Investors Pty Ltd 0.03% Add +4.5% 57,129 $3.9M
GSI Capital Advisors LLC 2.12% Add +8.6% 56,101 $3.8M
XTX Topco Ltd 0.10% New 55,644 $3.8M
PNC Financial Services Group, Inc. 0.00% Reduce -0.8% 54,683 $3.7M
Baird Financial Group, Inc. 0.01% Add +2.0% 54,419 $3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Add +5.7% 53,014 $3.6M
Kestra Private Wealth Services, LLC 0.04% Add +9.3% 51,007 $3.4M
Handelsbanken Fonder AB 0.01% Reduce -11.6% 50,500 $3.4M
Toronto Dominion Bank 0.01% Reduce -8.7% 49,893 $3.4M
Credit Agricole S A 0.01% Reduce -0.7% 49,613 $3.3M
Cetera Investment Advisers 0.00% Reduce -1.9% 48,720 $3.3M
Lansforsakringar Fondforvaltning AB (publ) 0.02% No change 48,670 $3.3M
Bessemer Group Inc. 0.01% Add +967.4% 48,609 $3.3M
Creative Planning 0.00% Reduce -19.5% 48,191 $3.3M
Fifth Third Bancorp 0.01% Reduce -8.6% 47,926 $3.2M
DNB Asset Management AS 0.01% Reduce -3.7% 45,683 $3.1M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 45,430 $3.1M
Nomura Asset Management International Inc. 0.00% — 44,740 $3.0M
HRT Financial LP 0.01% Reduce -75.8% 44,412 $3.0M
SG Americas Securities, LLC 0.00% Add +546.2% 43,708 $2.9M
Wealthfront Advisers LLC 0.01% Reduce -2.6% 42,378 $2.9M
DJE Kapital AG 0.08% New 40,500 $2.8M
Nissay Asset Management Corp. /Japan 0.01% Add +1.6% 41,297 $2.8M
Arizona State Retirement System 0.02% Reduce -7.0% 41,239 $2.8M
US Bancorp \de 0.00% Reduce -9.8% 40,206 $2.7M
MetLife Investment Management, LLC 0.01% Reduce -3.0% 39,606 $2.7M
Czech National Bank 0.02% Add +4.0% 38,889 $2.6M
TD Asset Management Inc 0.00% Reduce -1.5% 38,771 $2.6M
State of Michigan Retirement System 0.01% Reduce -2.5% 38,557 $2.6M
Public Sector Pension Investment Board 0.01% Add +19.4% 37,891 $2.6M
Corient Private Wealth LP 0.00% Add +9.3% 36,851 $2.5M
NEOS Investment Management LLC 0.01% Add +30.5% 36,500 $2.5M
Swiss Life Asset Management Ltd 0.01% Add +9.5% 36,242 $2.4M
Mercer Global Advisors Inc. 0.00% Add +2.2% 36,138 $2.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -3.5% 35,830 $2.4M
ASR Vermogensbeheer N.V. 0.03% Reduce -1.2% 35,190 $2.4M
Brown Brothers Harriman & Co. 0.01% Add +1.1% 35,045 $2.4M
CIBC Asset Management Inc 0.01% Add +86.2% 35,013 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.2% 34,293 $2.3M
Vident Advisory, LLC 0.02% Reduce -0.1% 33,749 $2.3M
ProShare Advisors LLC 0.00% Add +6.9% 33,737 $2.3M
New York Life Investment Management LLC 0.02% Reduce -4.9% 33,096 $2.2M
M&T Bank Corp 0.01% Add +83.8% 32,036 $2.2M
MML Investors Services, LLC 0.01% Add +6.8% 31,901 $2.2M
Allstate Corp. 0.03% Add +492.3% 31,812 $2.1M
Forsta Ap-Fonden 0.01% Reduce -34.7% 31,300 $2.1M
Stifel Financial Corp. 0.00% Reduce -10.4% 31,261 $2.1M
Regions Financial Corp. 0.01% Reduce -12.9% 31,001 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.4% 30,388 $2.1M
First Trust Advisors LP 0.00% Reduce -25.6% 30,616 $2.1M
Vanguard Personalized Indexing Management, LLC 0.02% Add +1.8% 29,451 $2.0M
Sanctuary Advisors, LLC 0.01% Add +2.3% 29,169 $2.0M
Boothe Investment Group, Inc. 0.70% Add +9.8% 28,888 $1.9M
Essex LLC 0.34% Reduce -5.0% 28,679 $1.9M
Amalgamated Bank 0.01% Add +0.0% 28,511 $1.9M
Pathstone Holdings, LLC 0.01% Reduce -2.5% 28,137 $1.9M
HighTower Advisors, LLC 0.00% Reduce -2.2% 28,070 $1.9M
Tredje AP-fonden 0.01% Reduce -21.3% 27,902 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -4.8% 27,399 $1.8M
Rockefeller Capital Management L.P. 0.00% Reduce -3.6% 26,854 $1.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +23.3% 26,647 $1.8M
Sterling Capital Management LLC 0.03% Reduce -4.8% 26,332 $1.8M
Ethic Inc. 0.03% Add +16.4% 26,137 $1.8M
Utah Retirement Systems 0.02% No change 26,005 $1.8M
GeoWealth Management, LLC 0.06% Add +2.5% 25,588 $1.7M
New Age Alpha Advisors, LLC 0.07% Reduce -13.9% 25,468 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.4% 25,159 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +23.4% 24,744 $1.7M
Merit Financial Group, LLC 0.01% Add +183.9% 24,364 $1.6M
Rare Wolf Capital LLC 1.02% — 24,157 $1.6M
Candriam S.C.A. 0.01% Reduce -11.2% 23,420 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +9.1% 23,137 $1.6M
Xponance LLC 0.01% Add +5.9% 22,528 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -4.3% 23,023 $1.5M
Millennium Management 0.00% New 21,433 $1.4M
Cerity Partners LLC 0.00% Reduce -6.9% 20,265 $1.4M
Oppenheimer Asset Management Inc. 0.02% Add +3.9% 20,152 $1.4M
Eurizon Capital SGR S.p.A. 0.00% — 19,896 $1.4M
Rakuten Investment Management, Inc. 0.00% Add +49.6% 19,518 $1.3M
Choreo, LLC 0.02% Add +0.5% 19,397 $1.3M
Stamos Capital Partners, L.P. 0.21% Add +80.1% 19,509 $1.3M
KBC Group NV 0.00% Reduce -1.8% 19,074 $1.3M
Rafferty Asset Management, LLC 0.00% Reduce -3.8% 19,055 $1.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.01% Reduce -19.1% 18,700 $1.3M
Infrastructure Capital Advisors, LLC 0.20% Add +40.5% 18,329 $1.2M
United Capital Financial Advisors, LLC 0.01% Reduce -10.4% 18,084 $1.2M
Caption Management, LLC 0.06% Add +20.0% 18,000 $1.2M
Aristotle Capital Boston, LLC 0.07% Reduce -9.4% 17,643 $1.2M
Two Sigma Advisers, LP 0.00% New 17,500 $1.2M
Bank of Nova Scotia 0.00% Add +51.0% 17,418 $1.2M
S-Bank Fund Management Ltd 0.15% Reduce -21.9% 17,082 $1.2M
Oregon Public Employees Retirement Fund 0.01% No change 16,891 $1.1M
OP Asset Management Ltd 0.01% No change 16,652 $1.1M
National Pension Service 0.00% Add +133.7% 16,621 $1.1M
Mutual of America Capital Management LLC 0.01% Reduce -0.9% 15,824 $1.1M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.09% Reduce -26.6% 15,598 $1.1M
Norinchukin Bank, The 0.01% Add +2.7% 15,505 $1.0M
Nordea Investment Management AB 0.00% Reduce -11.8% 15,023 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -30.6% 14,807 $999K
Public Employees Retirement Association of Colorado 0.00% No change 14,728 $994K
Two Sigma Securities, LLC 0.13% Add +16.1% 14,503 $979K
Truist Financial Corp. 0.00% Add +7.3% 14,164 $956K
Xcel Wealth Management, LLC 0.25% Reduce -0.3% 14,150 $955K
Sun Life Financial Inc. 0.05% Reduce -88.3% 14,004 $945K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% No change 13,800 $931K
Cwm, LLC 0.00% Add +1.0% 13,096 $884K
Janney Montgomery Scott LLC 0.00% Reduce -1.4% 13,063 $882K
Navalign, LLC 0.22% Add +7.6% 13,056 $881K
B. Metzler seel. Sohn & Co. AG 0.01% Add +38.4% 12,847 $867K
Gilman Hill Asset Management, LLC 0.14% No change 12,794 $863K
Summit Trail Advisors, LLC 0.01% Add +9.7% 12,528 $854K
Americana Partners, LLC 0.02% Reduce -16.0% 12,536 $846K
Mainstream Capital Management LLC 0.55% Reduce -7.0% 12,418 $838K
Palogic Value Management, L.P. 0.36% Add +8.1% 12,379 $835K
Janus Henderson Group PLC 0.00% Add +2.5% 12,018 $811K
Park Avenue Securities LLC 0.01% Reduce -0.1% 11,949 $806K
Pensionfund PDN 0.52% No change 11,717 $791K
Pacer Advisors, Inc. 0.00% Reduce -14.8% 11,580 $781K
Mizuho Securities USA LLC 0.01% Add +0.0% 10,731 $776K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -10.4% 11,381 $768K
Teachers Retirement System of the State of Kentucky 0.01% No change 11,379 $767K
Midwest Professional Planners, LTD. 0.18% Add +1.0% 11,349 $766K
Dakota Wealth Management 0.01% Add +0.4% 11,247 $759K
Atria Investments, Inc 0.01% Add +2.1% 11,104 $749K
Glenmede Trust Co. NA 0.00% — 11,091 $748K
Ballentine Partners, LLC 0.01% Add +23.3% 10,991 $742K
&partners 0.00% Add +28.0% 10,934 $736K
Brevan Howard Capital Management LP 0.01% New 10,595 $715K
Jump Financial, LLC 0.01% Reduce -30.0% 10,497 $708K
Investment Management Corp of Ontario 0.01% Add +45.0% 10,264 $693K
Massar Capital Management, LP 0.13% New 9,970 $673K
MQS Management LLC 0.39% New 9,896 $668K
Wellington Management Group LLP 0.00% Reduce -75.8% 9,864 $666K
Ensign Peak Advisors, Inc 0.00% Reduce -64.7% 9,770 $659K
DoubleLine ETF Adviser LP 0.19% Add +5.3% 9,531 $643K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -3.3% 9,332 $630K
American Century Companies Inc. 0.00% New 9,315 $629K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.8% 9,040 $616K
Gulf International Bank (UK) Ltd 0.02% No change 9,107 $615K
EagleClaw Capital Managment, LLC 0.09% No change 8,800 $594K
Prudential PLC 0.00% No change 8,607 $581K
Abn Amro Investment Solutions 0.01% New 8,576 $579K
Hartford Investment Management Co. 0.02% No change 8,549 $577K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +1.8% 8,458 $571K
Cambria Investment Management, L.P. 0.03% Add +0.1% 8,406 $567K
Captrust Financial Advisors 0.00% Add +2.9% 8,286 $559K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.1% 8,253 $557K
Cresset Asset Management, LLC 0.00% Add +0.6% 8,127 $554K
Brown Advisory Inc. 0.00% Add +13.9% 8,110 $547K
Minot DeBlois Advisors LLC 0.48% Add +2.5% 7,902 $533K
Virtu Financial LLC 0.02% New 7,886 $532K
Sompo Asset Management Co., Ltd. 0.09% Reduce -2.7% 7,800 $526K
Michels Family Financial, LLC 0.39% Reduce -0.9% 7,773 $525K
Probity Advisors, Inc. 0.08% Reduce -0.3% 7,687 $519K
AlphaQuest LLC 0.03% Add +45.4% 7,567 $511K
Louisiana State Employees Retirement System 0.01% Reduce -2.6% 7,500 $506K
Signaturefd, LLC 0.01% Add +2.5% 7,383 $498K
Maryland State Retirement & Pension System 0.01% No change 7,340 $495K
Vanderbilt University 0.08% Reduce -43.9% 7,173 $484K
HB Wealth Management, LLC 0.00% Add +18.7% 7,165 $483K
Canada Pension Plan Investment Board 0.00% New 7,100 $479K
Spirit of America Management Corp. 0.10% No change 6,915 $467K
Hilltop Holdings Inc. 0.03% Add +78.1% 6,763 $456K
New Mexico Educational Retirement Board 0.01% Add +1.5% 6,723 $454K
Assenagon Asset Management S.A. 0.00% Add +109.0% 6,684 $451K
Benjamin Edwards Inc. 0.01% Add +2.0% 6,675 $450K
Callan Family Office, LLC 0.01% New 6,675 $450K
NewEdge Wealth, LLC 0.01% Add +35.3% 6,608 $446K
E. Ohman J:or Asset Management AB 0.01% No change 6,600 $445K
Coldstream Capital Management Inc. 0.01% Reduce -15.7% 6,580 $444K
AlphaGrep UK Ltd 0.14% — 6,419 $433K
Nomura Holdings Inc. 0.00% Reduce -24.6% 6,295 $425K
Blue Trust, Inc. 0.00% Reduce -10.6% 6,295 $425K
GAMMA Investing LLC 0.02% Add +5.5% 6,284 $424K
Pensionfund Sabic 0.11% No change 6,214 $419K
Foundations Investment Advisors, LLC 0.01% Add +29.2% 6,184 $417K
Cynosure Group, LLC 0.04% New 6,182 $417K
Private Advisor Group, LLC 0.00% Add +3.8% 6,181 $417K
Jones Financial Companies LLLP 0.00% Reduce -2.8% 6,175 $417K
O'ROURKE & COMPANY, Inc 0.16% Add +0.3% 6,166 $416K
Caprock Group, LLC 0.01% New 6,064 $413K
Beacon Pointe Advisors, LLC 0.00% Add +9.3% 6,116 $413K
Daiichi Life Insurance Co., Ltd. 0.01% No change 6,102 $412K
MUFG Securities EMEA plc 0.00% Add +114.4% 6,045 $408K
Mackenzie Financial Corp. 0.00% Add +3.8% 5,869 $406K
Ar Asset Management Inc. 0.08% No change 6,000 $405K
Mystic Asset Management, Inc. 0.09% No change 5,911 $399K
Crossmark Global Holdings, Inc. 0.01% Add +7.3% 5,836 $394K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -0.1% 5,826 $393K
Verition Fund Management LLC 0.00% Reduce -81.0% 5,756 $388K
Heitman Real Estate Securities LLC 0.03% No change 5,725 $386K
MAI Capital Management 0.00% Add +6.1% 5,682 $383K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.5% 5,668 $382K
Royal London Asset Management Ltd. 0.00% No change 5,648 $381K
LSV Asset Management 0.00% No change 5,600 $378K
Osaic Holdings, Inc. 0.00% Reduce -42.6% 5,530 $373K
North Dakota State Investment Board 0.01% — 5,442 $367K
V-Square Quantitative Management LLC 0.04% New 5,432 $367K
Guggenheim Capital LLC 0.00% Reduce -6.2% 5,408 $365K
Hamel Associates, Inc. 0.11% No change 5,400 $364K
OMERS ADMINISTRATION Corp 0.00% No change 5,395 $364K
Tower Research Capital LLC (TRC) 0.01% Reduce -71.7% 5,262 $355K
Versor Investments LP 0.05% Reduce -45.7% 5,100 $344K
Blackhawk Capital Partners, LLC 0.13% Add +11.7% 4,981 $336K
Teacher Retirement System of Texas 0.00% Reduce -74.7% 4,978 $336K
Quent Capital, LLC 0.02% Add +735.4% 4,912 $331K
South Shore Capital Advisors 0.24% — 4,900 $331K
Boston Research & Management Inc. 0.08% No change 4,850 $327K
Brooklyn Investment Group 0.02% New 4,739 $327K
Group One Trading LLC 0.01% Add +3333.3% 4,841 $327K
TCW Group Inc. 0.00% New 4,835 $326K
Generali Asset Management SPA SGR 0.01% Add +0.1% 4,794 $323K
Perpetual Ltd 0.00% New 4,783 $323K
Inspire Investing, LLC 0.03% Add +16.7% 4,761 $321K
VELA Investment Management, LLC 0.09% No change 4,728 $319K
Lazari Capital Management, Inc. 0.11% Reduce -10.8% 4,718 $318K
Northwestern Mutual Investment Management Company, LLC 0.00% Add +0.3% 4,709 $318K
Praxis Investment Management Inc. 0.02% No change 4,690 $316K
Jeppson Wealth Management, LLC 0.10% Reduce -0.9% 4,621 $312K
Y.D. More Investments Ltd 0.01% Reduce -8.5% 6,433 $312K
Quadrant Capital Group LLC 0.01% Reduce -1.2% 4,447 $300K
Great Lakes Advisors, LLC 0.00% Reduce -3.3% 4,356 $294K
PensionDanmark Pensionsforsikringsaktieselskab 0.00% — 4,350 $294K
Equitable Holdings, Inc. 0.00% Add +21.8% 4,275 $288K
Greenleaf Trust 0.00% Reduce -5.6% 4,211 $284K
Guardian Partners Inc. 0.02% Reduce -13.6% 4,435 $282K
Carson Advisory Inc. 0.15% Reduce -4.6% 4,165 $281K
Moors & Cabot, Inc. 0.01% Reduce -7.0% 4,150 $280K
Commerce Bank 0.00% Reduce -7.8% 4,145 $280K
Roman Butler Fullerton & Co. 0.07% Add +6.4% 4,246 $278K
Schroder Investment Management Group 0.00% Reduce -8.2% 4,027 $276K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -15.6% 4,077 $275K
Global Retirement Partners, LLC 0.00% Add +497.8% 4,071 $275K
Naviter Wealth, LLC 0.04% Reduce -16.4% 3,985 $272K
Kestra Advisory Services, LLC 0.00% Reduce -5.9% 3,984 $269K
Compound Planning, Inc. 0.01% Add +6.8% 3,978 $268K
Mufg Securities Americas Inc. 0.02% Reduce -0.1% 3,970 $268K
Three Seasons Wealth, LLC 0.03% No change 3,918 $267K
Intech Investment Management LLC 0.00% Reduce -16.5% 3,935 $266K
Securian Asset Management, Inc. 0.01% Reduce -44.2% 3,933 $265K
Sequoia Financial Advisors, LLC 0.00% Add +8.1% 3,892 $263K
Lido Advisors, LLC 0.00% Add +1.1% 3,538 $261K
Insigneo Advisory Services, LLC 0.02% Reduce -0.0% 3,745 $253K
Independent Advisor Alliance 0.01% Add +0.0% 3,737 $252K
CFC Planning Co LLC 0.19% Reduce -27.7% 3,736 $252K
Sage Mountain Advisors LLC 0.01% Add +4.8% 3,722 $251K
Stonehaven Wealth & Tax Solutions, LLC 0.22% Add +4.6% 3,691 $249K
HBW Advisory Services LLC 0.03% Reduce -2.2% 3,646 $246K
Farther Finance Advisors, LLC 0.00% Add +47.2% 3,637 $245K
Resonant Capital Advisors, LLC 0.01% New 3,594 $243K
Keybank National Association 0.00% Add +5.4% 3,578 $241K
Alpha Family Trust 0.11% No change 3,570 $241K
Rehmann Capital Advisory Group 0.01% Add +2.0% 3,539 $240K
Cetera Trust Company, N.A 0.13% Reduce -4.0% 3,550 $240K
Apollon Wealth Management, LLC 0.00% Add +6.4% 3,544 $239K
Evergreen Capital Management LLC 0.01% Reduce -5.2% 3,496 $238K
Tidal Investments LLC 0.00% Add +2.5% 3,442 $232K
Vestcor Inc 0.01% No change 3,425 $231K
Summit Securities Group LLC 0.04% Add +264.5% 3,419 $231K
DRW Securities, LLC 0.02% Reduce -7.4% 3,406 $230K
Beverly Hills Private Wealth, LLC 0.04% Reduce -15.2% 3,360 $227K
PCM Encore, LLC 0.05% — 3,248 $219K
Silvercrest Asset Management Group LLC 0.00% No change 3,230 $218K
Patton Fund Management, Inc. 0.03% Reduce -3.7% 3,220 $217K
Ritholtz Wealth Management 0.00% New 3,209 $217K
Peapack Gladstone Financial Corp. 0.00% Add +11.2% 3,191 $215K
Arkadios Wealth Advisors 0.00% Add +3.0% 3,157 $213K
Prime Capital Investment Advisors, LLC 0.00% Reduce -8.4% 3,147 $212K
Parallel Advisors, LLC 0.00% Reduce -7.1% 3,124 $211K
Meeder Advisory Services, Inc. 0.01% Add +2.0% 3,111 $210K
FineMark National Bank & Trust 0.01% No change 3,000 $202K
CX Institutional 0.01% Add +17.2% 2,936 $198K
Ostrum Asset Management 0.01% Reduce -24.9% 2,854 $193K
Smartleaf Asset Management LLC 0.01% Add +9.3% 2,748 $190K
Arax Advisory Partners 0.01% Reduce -49.8% 2,739 $185K
Capula Management Ltd 0.00% Add +34.7% 2,734 $184K
Tema ETFs LLC 0.01% New 2,575 $174K
GF Fund Management Co. LTD. 0.00% Reduce -0.8% 2,493 $168K
Quantbot Technologies LP 0.01% Reduce -93.9% 2,488 $168K
Centaurus Financial, Inc. 0.01% Reduce -9.6% 2,263 $153K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,208 $150K
Caitong International Asset Management Co., Ltd 0.04% Add +213200.0% 2,133 $144K
Bartlett & Co. Wealth Management LLC 0.00% Add +1.7% 2,050 $140K
Siemens Fonds Invest GmbH 0.01% No change 2,009 $139K
CVA Family Office, LLC 0.02% No change 2,055 $139K
Exchange Traded Concepts, LLC 0.00% Reduce -1.9% 1,902 $128K
Rexford Capital Inc. 0.10% Add +11.9% 1,876 $127K
FIL Ltd 0.00% Reduce -55.7% 1,811 $122K
Hantz Financial Services, Inc. 0.00% Reduce -1.9% 1,688 $114K
Triumph Capital Management 0.02% New 1,641 $111K
Hilltop National Bank 0.03% No change 1,640 $111K
Ameritas Investment Partners, Inc. 0.00% No change 1,565 $106K
Syntax Research, Inc. 0.06% Add +0.9% 1,505 $102K
Friedenthal Financial 0.05% New 1,433 $97K
Huntington National Bank 0.00% Add +1.3% 1,381 $93K
EverSource Wealth Advisors, LLC 0.00% Add +5.4% 1,303 $88K
Allworth Financial LP 0.00% Reduce -3.4% 1,293 $87K
Canada Post Corp Registered Pension Plan 0.00% Add +180.6% 1,212 $82K
Elevation Wealth Partners, LLC 0.03% Reduce -8.9% 1,207 $81K
1620 Investment Advisors, Inc. 0.05% Reduce -23.6% 1,140 $77K
UMB Bank, n.a. 0.00% Reduce -0.6% 1,100 $74K
Assetmark, Inc. 0.00% Reduce -14.3% 1,029 $69K
Rosenberg Matthew Hamilton 0.01% No change 1,000 $67K
Rothschild Investment LLC 0.00% Reduce -1.7% 928 $63K
Bruce G. Allen Investments, LLC 0.04% Reduce -2.4% 900 $61K
FNY Investment Advisers, LLC 0.02% New 900 $60K
CIBC Private Wealth Group LLC 0.00% Reduce -53.1% 809 $55K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.4% 792 $53K
Trust Co. of Vermont 0.00% Reduce -7.6% 781 $53K
TD Private Client Wealth LLC 0.00% Add +3.9% 771 $52K
MassMutual Private Wealth & Trust, FSB 0.00% Add +9.5% 752 $51K
Los Angeles Capital Management LLC 0.00% New 683 $48K
Parkside Financial Bank & Trust 0.00% Add +5.0% 711 $48K
Federated Hermes, Inc. 0.00% Reduce -0.8% 656 $44K
State of Wyoming 0.00% Add +45.5% 617 $42K
Silvant Capital Management LLC 0.00% No change 614 $41K
REAP Financial Group, LLC 0.01% Add +14.3% 593 $40K
Harbour Investments, Inc. 0.00% Add +5.5% 559 $38K
Clearstead Advisors, LLC 0.00% Add +109.4% 513 $35K
Avalon Trust Co 0.00% Add +3.7% 508 $34K
Cromwell Holdings LLC 0.02% No change 501 $34K
Capital Analysts, LLC 0.00% Reduce -0.2% 459 $31K
Glass Jacobson Investment Advisors llc 0.01% No change 449 $30K
CYBER HORNET ETFs LLC 0.02% Add +6.9% 419 $28K
Park Place Capital Corp 0.01% No change 405 $27K
DV Trading LLC 0.00% — 405 $27K
Sentry Investment Management LLC 0.02% No change 400 $27K
Fourth Dimension Wealth, LLC 0.01% No change 400 $27K
Princeton Global Asset Management LLC 0.00% Add +892.5% 397 $27K
Elyxium Wealth, LLC 0.01% New 372 $25K
Zions Bancorporation, National Association 0.00% Reduce -5.1% 369 $25K
Prosperity Bancshares Inc 0.02% — 361 $24K
Strive Financial Group ,LLC 0.01% — 359 $24K
Loomis Sayles & Co. L P 0.00% Reduce -3.5% 357 $24K
Harvest Fund Management Co., Ltd 0.00% New 360 $24K
MV Capital Management, Inc. 0.00% No change 345 $23K
Global X Japan Co., Ltd. 0.00% Reduce -7.6% 342 $23K
Manchester Capital Management LLC 0.00% Reduce -5.3% 338 $23K
Raleigh Capital Management Inc. 0.01% Add +4.2% 326 $22K
Ancora Advisors LLC 0.00% Add +1918.8% 323 $22K
Eastern Bank 0.00% No change 312 $21K
Essential Partners LLC 0.01% Add +97.5% 310 $21K
SageView Advisory Group, LLC 0.00% New 306 $21K
First Pacific Financial 0.00% Add +1.0% 304 $21K
TCTC Holdings, LLC 0.00% No change 303 $20K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 300 $20K
Centerpoint Advisors, LLC 0.01% No change 300 $20K
Salomon & Ludwin, LLC 0.00% No change 294 $20K
Wolff Wiese Magana LLC 0.01% No change 281 $19K
Deseret Mutual Benefit Administrators 0.01% No change 280 $19K
CENTRAL TRUST Co 0.00% Add +2.6% 272 $18K
Webster Bank, N. A. 0.00% No change 257 $17K
Park Square Financial Group, LLC 0.10% New 230 $17K
SHP Wealth Management 0.00% — 250 $17K
Raiffeisen Bank International AG 0.00% No change 216 $15K
True Wealth Design, LLC 0.00% No change 221 $15K
Leonteq Securities AG 0.00% Add +137.8% 214 $14K
Bokf, NA 0.00% Reduce -70.5% 214 $14K
DV Equities, LLC 0.00% — 204 $14K
Cullen/Frost Bankers, Inc. 0.00% Add +24.1% 201 $14K
Bangor Savings Bank 0.00% No change 200 $13K
HM Payson & Co. 0.00% No change 200 $13K
Geneos Wealth Management Inc. 0.00% No change 190 $13K
Pinnacle Wealth Planning Services, Inc. 0.00% New 186 $13K
Itau Unibanco Holding S.A. 0.00% Add +3.0% 174 $12K
Basecamp Wealth Advisors LLC 0.00% — 167 $11K
CoreCap Advisors, LLC 0.00% Add +15.4% 165 $11K
Versant Capital Management, Inc 0.00% Add +43.4% 162 $11K
Transamerica Financial Advisors, LLC 0.00% Add +18.5% 160 $11K
Private Trust Co. NA 0.00% Add +1.3% 154 $10K
Bogart Wealth, LLC 0.00% No change 154 $10K
Barrett & Company, Inc. 0.00% No change 150 $10K
Kelly Lawrence W & Associates Inc. 0.00% Reduce -98.3% 150 $10K
Monetary Management Group Inc. 0.00% No change 150 $10K
Elequin Capital, LP 0.00% New 149 $10K
Muzinich & Co., Inc. 0.00% Reduce -59.2% 149 $10K
Covestor Ltd 0.01% Reduce -81.5% 143 $10K
Capital Advisors, Ltd. LLC 0.00% No change 154 $10K
GW&K Investment Management, LLC 0.00% Reduce -39.1% 142 $10K
Sound Income Strategies, LLC 0.00% Add +138.3% 143 $10K
Legacy Bridge, LLC 0.00% New 134 $9K
Larson Financial Group LLC 0.00% Add +46.7% 132 $9K
Cornerstone Planning Group LLC 0.00% Reduce -22.5% 138 $9K
Fideuram Asset Management (Ireland) dac 0.00% — 127 $9K
Lanark Financial, Inc. 0.00% Add +0.9% 115 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 109 $7K
Grove Bank & Trust 0.00% No change 93 $6K
Farmers & Merchants Investments Inc. 0.00% No change 90 $6K
Rossby Financial, LCC 0.00% New 87 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -40.6% 85 $6K
Clearstead Trust, LLC 0.00% Reduce -20.0% 84 $6K
Anfield Capital Management, LLC 0.00% No change 82 $6K
DT Investment Partners, LLC 0.00% No change 78 $5K
Spire Wealth Management 0.00% Reduce -57.1% 78 $5K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 75 $5K
Motiv8 Investments LLC 0.00% New 68 $5K
Signature Equity Partners, LLC 0.00% — 71 $5K
IFP Advisors, Inc 0.00% Reduce -37.8% 69 $5K
Sachetta, LLC 0.00% No change 64 $4K
Private Wealth Asset Management, LLC 0.00% No change 61 $4K
Johnson Financial Group, Inc. 0.00% Reduce -51.3% 57 $4K
Toth Financial Advisory Corp. 0.00% No change 55 $4K
Bravera Wealth 0.00% — 55 $4K
Highline Wealth Partners LLC 0.00% No change 52 $4K
Cape Investment Advisory, Inc. 0.00% New 51 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 50 $3K
J.Safra Asset Management Corp 0.00% New 50 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 50 $3K
Red Tortoise LLC 0.00% No change 49 $3K
PFS Partners, LLC 0.00% No change 46 $3K
Smithfield Trust Co 0.00% New 43 $3K
ORG Partners LLC 0.00% No change 44 $3K
Truvestments Capital LLC 0.00% No change 42 $3K
Root Financial Partners, LLC 0.00% Add +5.0% 42 $3K
Bayforest Capital Ltd 0.00% New 41 $3K
Boyd Watterson Asset Management LLC 0.00% No change 41 $3K
SouthState Bank Corp 0.00% Reduce -42.3% 41 $3K
Orion Capital Management LLC 0.00% No change 40 $3K
Kilter Group LLC 0.00% No change 40 $3K
Bell Investment Advisors, Inc 0.00% No change 40 $3K
Dynamic Wealth Strategies, LLC 0.00% Reduce -81.2% 37 $2K
Private Wealth Management Group, LLC 0.00% Reduce -12.2% 36 $2K
Keating Financial Advisory Services, Inc. 0.00% — 36 $2K
Westfuller Advisors, LLC 0.00% Add +13.3% 34 $2K
Prestige Wealth Management Group LLC 0.00% No change 34 $2K
Howard Hughes Medical Institute 0.00% No change 31 $2K
Millstone Evans Group, LLC 0.00% No change 31 $2K
McIlrath & Eck, LLC 0.00% No change 29 $2K
Raffa Wealth Management, LLC 0.00% No change 25 $2K
Glen Eagle Advisors, LLC 0.00% No change 24 $2K
NewEdge Advisors, LLC 0.00% Reduce -90.1% 24 $2K
First Command Advisory Services, Inc. 0.00% New 23 $2K
Dunhill Financial, LLC 0.00% Add +83.3% 22 $2K
Key Financial Inc 0.00% No change 20 $1K
Nvest Wealth Strategies, Inc. 0.00% — 17 $1K
Rialto Wealth Management, LLC 0.00% No change 15 $1K
Country Trust Bank 0.00% No change 15 $1K
Avion Wealth 0.00% Add +50.0% 21 $1K
Valley National Advisers Inc. 0.00% No change 26 $1K
Physician Wealth Advisors, Inc. 0.00% Add +133.3% 14 $945
WPG Advisers, LLC 0.00% No change 13 $877
Sunrise Financial Services, LLC 0.00% — 13 $877
Activest Wealth Management 0.00% Reduce -7.7% 12 $810
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 12 $810
TFC Financial Management, Inc. 0.00% No change 11 $743
1015 Capital Partners, LLC 0.00% — 11 $742
Garner Asset Management Corp 0.00% New 10 $675
Aventura Private Wealth, LLC 0.00% New 10 $675
Financial Consulate, Inc. 0.00% No change 10 $675
Nvwm, LLC 0.00% New 10 $675
Cedar Mountain Advisors, LLC 0.00% No change 10 $675
Abound Wealth Management 0.00% No change 9 $614
Cornerstone Financial Management LLC 0.00% — 9 $607
Clark Wealth Partners 0.00% No change 9 $607
Optima Capital LLC 0.00% New 8 $545
AdvisorNet Financial, Inc 0.00% No change 8 $540
SOA Wealth Advisors, LLC. 0.00% Reduce -40.0% 6 $419
Principia Wealth Advisory, LLC 0.00% Add +20.0% 6 $405
Quaker Wealth Management, LLC 0.00% Add +25.0% 5 $338
Luken Investment Analytics, LLC 0.00% New 5 $337
Creative Financial Designs Inc. 0.00% No change 5 $337
Three Bearings Fiduciary Advisors, Inc. 0.00% — 5 $324
Medallion Wealth Advisors, LLC 0.00% No change 4 $270
Colonial Trust Co / SC 0.00% No change 3 $202
ROSS\JOHNSON & Associates LLC 0.00% New 2 $135

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