Digital Realty TrustDLR

13F holders, Q1 2024 (March 31)
1,044holders
7famous investors
$143.78avg. 13F price*

At the end of Q1 2024, 1,044 institutions reported holding Digital Realty Trust Inc. (DLR) in their 13F filings. The largest holders were Vanguard Group Inc. ($7.0B), BlackRock Inc. ($4.8B) and Cohen & Steers, Inc. ($3.2B). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

Company
Digital Realty Trust Inc.
Sector
Real Estate
CUSIP
253868103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions91$289.9M
Exits90$270.4M

Ownership 1,044 holders

Vanguard Group Inc. 0.14% Add +2.0% 48,503,593 $7.0B
BlackRock Inc. 0.11% Add +0.1% 33,106,967 $4.8B
Cohen & Steers, Inc. 6.65% Reduce -1.8% 22,053,263 $3.2B
State Street Corp. 0.13% Reduce -8.0% 19,501,178 $2.8B
Norges Bank 0.37% Add +2.6% 16,322,988 $2.4B
Bank of America Corp. 0.15% Add +5.9% 10,282,701 $1.5B
APG Asset Management US Inc. 7.54% Reduce -0.8% 9,180,030 $1.3B
JPMorgan Chase & Co. 0.10% Add +33.5% 7,938,741 $1.1B
Geode Capital Management, LLC 0.10% Add +1.9% 7,845,989 $1.1B
FMR LLC 0.06% Reduce -8.2% 6,300,119 $907.5M
Canada Pension Plan Investment Board 0.71% Add +4.0% 4,680,249 $674.1M
Invesco Ltd. 0.14% Add +6.1% 4,632,042 $667.2M
Principal Financial Group Inc. 0.37% Reduce -25.4% 4,347,040 $626.1M
Dimensional Fund Advisors LP 0.17% Add +2.0% 4,312,742 $621.2M
Morgan Stanley 0.05% Add +1.9% 4,214,153 $607.0M
Legal & General Group Plc 0.17% Add +0.9% 4,113,713 $592.5M
Daiwa Securities Group Inc. 3.34% Reduce -6.9% 4,047,806 $583.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +2.2% 3,499,789 $504.1M
Charles Schwab Investment Management Inc. 0.11% Add +1.9% 3,299,486 $475.3M
Northern Trust Corp. 0.08% Reduce -3.0% 3,265,794 $470.4M
Deutsche Bank AG 0.20% Reduce -12.0% 2,953,197 $425.4M
Royal Bank of Canada 0.10% Add +0.3% 2,747,316 $395.7M
Nuveen Asset Management, LLC 0.11% Add +1.4% 2,627,907 $381.4M
Centersquare Investment Management LLC 4.17% Add +1.4% 2,600,217 $360.9M
Goldman Sachs Group Inc. 0.07% Reduce -2.5% 2,448,191 $352.6M
Pictet Asset Management Holding SA 0.37% Add +3.4% 2,350,947 $338.6M
Bank of New York Mellon Corp 0.06% Reduce -4.2% 2,290,498 $329.9M
Resolution Capital Ltd 5.82% Reduce -19.5% 2,260,803 $325.6M
Russell Investments Group, Ltd. 0.50% Add +4.5% 2,213,433 $318.8M
Capital Research Global Investors 0.07% Reduce -1.5% 2,161,294 $311.3M
Citadel Advisors 0.23% Add +65.4% 1,650,296 $237.7M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -5.0% 1,629,709 $234.7M
Amundi 0.09% Reduce -25.7% 1,596,110 $218.1M
Aberdeen Group plc 0.40% Add +15.6% 1,410,951 $203.2M
Prudential Financial Inc. 0.28% Add +96.2% 1,366,250 $196.8M
Sei Investments Co. 0.28% Add +2.7% 1,318,187 $189.9M
Millennium Management 0.16% Add +48.4% 1,236,208 $178.1M
Duff & Phelps Investment Management Co. 1.93% Reduce -24.6% 1,116,525 $160.8M
Moore Capital Management, LP 3.10% Add +188.2% 1,009,039 $145.3M
Lasalle Investment Management Securities LLC 5.79% Reduce -7.0% 974,477 $140.4M
HSBC Holdings PLC 0.10% Add +36.7% 954,276 $137.4M
Schroder Investment Management Group 0.16% Reduce -7.7% 924,005 $133.1M
Swiss National Bank 0.09% Reduce -4.2% 906,949 $130.6M
Alliancebernstein L.P. 0.04% Reduce -1.9% 869,116 $125.2M
Credit Suisse AG/ 0.12% Reduce -2.9% 831,738 $119.8M
UBS Group AG 0.04% Add +4.3% 817,392 $117.7M
Macquarie Group Ltd. 0.12% Reduce -10.8% 751,113 $108.2M
American Century Companies Inc. 0.07% Add +37.6% 747,274 $107.6M
UniSuper Management Pty Ltd 0.94% Reduce -29.0% 681,993 $98.2M
Balyasny Asset Management L.P. 0.26% Reduce -15.8% 671,955 $96.8M
CANADA LIFE ASSURANCE Co 0.19% Add +4.0% 662,539 $95.4M
Rhumbline Advisers 0.09% Add +2.2% 617,039 $88.9M
Barclays PLC 0.04% Reduce -45.6% 590,990 $85.1M
Asset Management One Co., Ltd. 0.33% Reduce -2.6% 588,840 $84.8M
Aew Capital Management L P 4.01% Reduce -41.7% 570,855 $82.2M
Public Employees Retirement System of Ohio 0.32% Reduce -3.2% 568,774 $81.9M
Ameriprise Financial Inc. 0.02% Add +6.3% 560,044 $79.8M
Alyeska Investment Group, L.P. 0.49% New 545,277 $78.5M
California Public Employees Retirement System 0.05% Reduce -2.2% 538,996 $77.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +12.3% 537,196 $77.4M
BNP Paribas Financial Markets 0.10% Add +136.1% 532,481 $76.7M
STRS Ohio 0.30% Reduce -12.1% 515,382 $74.2M
Massachusetts Financial Services Co. 0.02% Add +10.6% 503,749 $72.6M
Kodai Capital Management LP 1.69% Add +14.5% 502,837 $72.4M
Adelante Capital Management LLC 4.61% Reduce -9.1% 486,469 $70.1M
Manufacturers Life Insurance Company, The 0.07% Reduce -10.3% 485,214 $69.9M
California State Teachers Retirement System 0.09% Add +0.1% 469,767 $67.7M
Wellington Management Group LLP 0.01% Add +34.9% 461,180 $66.4M
Retirement Systems of Alabama 0.26% Add +0.0% 461,174 $66.4M
Wells Fargo & Company 0.02% Reduce -74.6% 460,894 $66.4M
D. E. Shaw & Co. 0.09% Add +125.5% 457,411 $65.9M
Stifel Financial Corp. 0.07% Add +11.7% 456,652 $65.8M
Allianz Asset Management GmbH 0.11% Add +20.8% 455,197 $65.6M
Franklin Resources Inc. 0.02% Reduce -3.7% 452,315 $65.2M
Baron Capital (BAMCO) 0.17% Add +1.2% 448,477 $64.6M
Nomura Asset Management Co. Ltd. 0.23% Add +3.8% 439,133 $63.3M
Homestead Advisers Corp 1.48% Reduce -0.2% 438,856 $63.2M
T. Rowe Price Associates Inc. 0.01% Reduce -42.6% 413,917 $59.6M
Envestnet Asset Management Inc. 0.02% Add +13.5% 388,572 $56.0M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -19.6% 362,905 $52.0M
Citigroup Inc. 0.05% Add +20.9% 350,531 $50.5M
Raymond James & Associates 0.03% Add +15.8% 346,937 $50.0M
National Pension Service 0.06% Add +2.6% 342,006 $49.3M
Jennison Associates LLC 0.03% Add +86.3% 336,578 $48.5M
State of New Jersey Common Pension Fund D 0.14% Add +3.1% 328,782 $47.4M
Heitman Real Estate Securities LLC 2.69% Reduce -15.1% 328,274 $47.3M
Electron Capital Partners, LLC 2.05% Add +76.6% 324,778 $46.8M
PGGM Investments 0.67% Reduce -74.9% 321,521 $46.3M
Waterfront Capital Partners, LLC 4.30% New 320,386 $46.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +170.9% 308,782 $44.5M
Hazelview Securities Inc. 8.36% Add +126.9% 312,200 $44.3M
Bank of Montreal 0.01% Reduce -6.3% 303,106 $43.7M
Rockefeller Capital Management L.P. 0.13% Add +99.7% 302,704 $43.6M
DekaBank Deutsche Girozentrale 0.08% Add +4.1% 288,395 $41.9M
FIL Ltd 0.04% Add +22.1% 290,308 $41.8M
New York State Teachers Retirement System 0.08% Reduce -2.3% 281,892 $40.6M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -20.6% 277,100 $39.9M
Aviva PLC 0.13% Add +10.8% 273,850 $39.4M
AXA S.A. 0.12% Add +35.2% 271,547 $39.1M
Guggenheim Capital LLC 0.26% Add +7.7% 258,243 $37.2M
Gladstone Capital Management LLP 3.58% Reduce -67.4% 251,333 $36.2M
Neuberger Berman Group LLC 0.03% Add +250.8% 245,414 $35.3M
Healthcare of Ontario Pension Plan Trust Fund 0.12% Add +1842.8% 242,851 $35.0M
State Board of Administration of Florida Retirement System 0.08% Add +0.7% 334,144 $32.8M
Danske Bank A/S 0.10% — 225,474 $32.5M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +20.6% 316,475 $30.7M
Mubadala Investment Co PJSC 0.12% No change 209,359 $30.2M
US Bancorp \de 0.04% Reduce -2.2% 206,837 $29.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Reduce -4.5% 201,006 $29.0M
Thematics Asset Management 1.17% Add +16.4% 195,500 $28.2M
Cwm, LLC 0.14% Reduce -7.2% 193,696 $27.9M
New York State Common Retirement Fund 0.04% Reduce -5.8% 193,152 $27.8M
Toronto Dominion Bank 0.04% Add +12.5% 188,602 $27.2M
State of Alaska, Department of Revenue 0.29% Add +0.7% 177,675 $25.6M
Pinnacle Associates Ltd. 0.40% Add +24.3% 176,427 $25.4M
State of Wisconsin Investment Board 0.07% Add +11.3% 173,927 $25.1M
LPL Financial LLC 0.01% Add +1.1% 173,640 $25.0M
Resona Asset Management Co.,Ltd. 0.15% — 171,135 $24.7M
Pacer Advisors, Inc. 0.06% Reduce -12.1% 168,041 $24.2M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -0.9% 167,744 $24.2M
Schonfeld Strategic Advisors LLC 0.19% Reduce -29.8% 167,477 $24.1M
Pinebridge Investments, L.P. 0.19% Add +611.3% 167,364 $24.1M
Clearbridge Investments, LLC 0.02% Reduce -30.3% 164,263 $23.7M
Natixis Advisors, LLC 0.05% Reduce -2.9% 163,001 $23.5M
Creative Planning 0.03% Add +2.8% 160,920 $23.2M
Sun Life Financial Inc. 1.45% Add +2.6% 159,881 $23.0M
Chilton Capital Management LLC 1.08% Reduce -2.3% 158,583 $22.8M
Alberta Investment Management Corp 0.23% No change 153,200 $22.1M
American Assets Capital Advisers, LLC 6.10% Reduce -10.9% 148,679 $21.4M
Foresight Group Ltd Liability Partnership 11.57% Reduce -13.3% 184,556 $21.4M
Employees Retirement System of Texas 0.23% Add +38.7% 146,999 $21.2M
Capstone Investment Advisors, LLC 0.73% New 145,761 $21.0M
AQR Capital Management 0.04% Add +1.9% 145,689 $21.0M
Ninety One UK Ltd 0.06% No change 145,000 $20.9M
National Bank of Canada 0.04% Reduce -28.5% 143,312 $20.3M
Payden & Rygel Investment Group 1.38% — 140,300 $20.2M
Payden & Rygel 1.38% Reduce -0.5% 140,300 $20.2M
Handelsbanken Fonder AB 0.09% Add +4.8% 138,877 $20.0M
Treasurer of the State of North Carolina 0.09% Add +0.7% 138,852 $20.0M
Nisa Investment Advisors, LLC 0.13% Reduce -0.5% 136,602 $19.7M
Swedbank AB 0.03% Add +1.9% 135,186 $19.5M
Brookfield Corp 0.11% Reduce -2.0% 132,024 $19.0M
Van Eck Associates Corp. 0.03% Add +5.2% 131,142 $18.9M
Storebrand Asset Management As 0.06% Reduce -0.5% 131,069 $18.9M
Gratus Capital, LLC 0.87% Add +2.3% 130,566 $18.8M
Financial Counselors Inc. 0.32% Reduce -20.1% 130,358 $18.8M
Gillson Capital LP 1.72% Add +75.8% 126,000 $18.1M
Migdal Insurance & Financial Holdings Ltd. 0.29% No change 125,000 $18.0M
Commonwealth Equity Services, LLC 0.03% Add +6.0% 124,914 $18.0M
Voya Investment Management LLC 0.02% Add +25.7% 124,721 $18.0M
Cibc World Markets Corp. 0.12% Reduce -10.6% 124,703 $18.0M
Raymond James Financial Services Advisors, Inc. 0.03% Add +9.3% 123,773 $17.8M
Caisse de depot et placement du Quebec 0.04% New 121,756 $17.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.12% Reduce -1.0% 120,019 $17.3M
Monolith Management Ltd 6.86% New 120,000 $17.3M
Agf Management Ltd. 0.10% Reduce -4.3% 119,259 $17.2M
State of Tennessee, Department of Treasury 0.06% Add +22.7% 118,311 $17.0M
Vert Asset Management LLC 7.05% Reduce -4.2% 116,450 $16.8M
First Trust Advisors LP 0.02% Add +32.6% 116,007 $16.7M
M&T Bank Corp 0.06% Reduce -1.1% 112,828 $16.3M
Korea Investment CORP 0.04% Add +13.1% 111,293 $16.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.20% Add +13.1% 109,664 $15.8M
TD Asset Management Inc 0.01% Add +1.8% 108,596 $15.6M
Davis Selected Advisers 0.08% Reduce -1.6% 101,965 $14.7M
Victory Capital Management Inc. 0.01% Add +1.7% 100,477 $14.5M
Royal London Asset Management Ltd. 0.03% Reduce -10.8% 97,266 $14.0M
Uniplan Investment Counsel, Inc. 1.12% Add +22.0% 97,210 $14.0M
Janus Henderson Group PLC 0.01% Add +2.3% 95,626 $13.8M
CBRE Investment Management Listed Real Assets LLC 0.25% Add +44.7% 95,001 $13.7M
HighTower Advisors, LLC 0.02% Add +9.8% 92,772 $13.3M
New York Life Investment Management LLC 0.13% Reduce -4.8% 90,756 $13.1M
Kornitzer Capital Management Inc. 0.24% Add +0.1% 90,360 $13.0M
Arizona State Retirement System 0.09% Add +2.0% 86,909 $12.5M
Novare Capital Management LLC 1.12% Reduce -1.2% 86,025 $12.4M
ExodusPoint Capital Management, LP 0.15% New 85,445 $12.3M
Truist Financial Corp. 0.02% Add +10.1% 83,903 $12.1M
State of Michigan Retirement System 0.06% Add +0.1% 82,981 $12.0M
Boston Common Asset Management, LLC 0.28% Reduce -24.8% 82,099 $11.8M
Varma Mutual Pension Insurance Co 0.10% Add +398.2% 81,700 $11.8M
Degroof Petercam Asset Management 0.14% Reduce -6.9% 81,200 $11.7M
American International Group, Inc. 0.04% Reduce -0.6% 81,186 $11.7M
Calamos Advisors LLC 0.08% Reduce -2.5% 79,755 $11.5M
Rothschild Investment LLC 0.82% Add +212.6% 78,908 $11.4M
Captrust Financial Advisors 0.04% Reduce -11.9% 77,914 $11.2M
Baird Financial Group, Inc. 0.02% Add +8.5% 76,626 $11.0M
Allstate Corp. 0.78% Reduce -29.6% 76,329 $11.0M
Vident Advisory, LLC 0.23% Add +55.6% 75,403 $10.9M
Pacific Heights Asset Management LLC 0.89% No change 75,000 $10.8M
Susquehanna International Group, LLP 0.02% Reduce -44.5% 74,070 $10.7M
Zevin Asset Management LLC 1.77% Reduce -0.7% 74,045 $10.7M
Natixis 0.06% Add +197.0% 73,017 $10.5M
Zimmer Partners, LP 0.23% New 72,800 $10.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.34% Add +92.1% 72,799 $10.5M
Nissay Asset Management Corp. /Japan 0.07% Add +2.2% 72,586 $10.5M
Brighton Jones LLC 0.37% Add +870.9% 71,320 $10.3M
Bogart Wealth, LLC 0.53% Reduce -1.9% 70,944 $10.2M
MetLife Investment Management, LLC 0.07% Reduce -3.5% 70,894 $10.2M
Cullen/Frost Bankers, Inc. 0.15% Add +1.2% 69,816 $10.1M
KBC Group NV 0.03% Add +44.1% 69,532 $10.0M
USS Investment Management Ltd 0.08% Add +6.2% 69,139 $10.0M
AEGON ASSET MANAGEMENT UK Plc 0.15% Reduce -14.6% 67,712 $9.7M
Corient Private Wealth LP 0.02% Reduce -2.6% 67,544 $9.7M
Northstar Asset Management Inc. 1.68% Reduce -9.9% 66,271 $9.5M
Metis Global Partners, LLC 0.35% Add +6.2% 66,017 $9.5M
AMF Tjanstepension AB 0.07% Reduce -19.6% 65,319 $9.4M
Rheos Capital Works Inc. 0.45% New 65,000 $9.4M
Polar Asset Management Partners Inc. 0.33% Reduce -3.2% 64,000 $9.2M
Forsta Ap-Fonden 0.08% Add +6.5% 63,900 $9.2M
Franklin Street Advisors Inc. 0.68% Add +0.6% 63,545 $9.2M
Amalgamated Bank 0.08% Reduce -17.5% 63,103 $9.1M
Texas Permanent School Fund Corp. 0.07% Add +0.1% 62,589 $9.0M
Fayez Sarofim & Co 0.03% No change 62,447 $9.0M
BI Asset Management Fondsmaeglerselskab A/S 0.17% Add +7.9% 62,225 $9.0M
Thrivent Financial for Lutherans 0.02% Reduce -1.9% 62,036 $8.9M
Susquehanna Portfolio Strategies, LLC 0.21% No change 61,713 $8.9M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -8.3% 59,985 $8.6M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +4.3% 59,240 $8.5M
IFM Investors Pty Ltd 0.09% Reduce -1.3% 59,185 $8.5M
Jefferies Financial Group Inc. 0.18% Reduce -12.5% 58,212 $8.4M
Mariner, LLC 0.02% Reduce -2.6% 58,147 $8.4M
DNB Asset Management AS 0.04% Reduce -13.6% 57,330 $8.3M
Grassi Investment Management 0.74% Reduce -0.4% 56,535 $8.1M
Contravisory Investment Management, Inc. 1.79% Add +1228.5% 56,196 $8.1M
Steward Partners Investment Advisory, LLC 0.09% Add +88.1% 56,171 $8.1M
Yousif Capital Management, LLC 0.09% Reduce -1.3% 54,058 $7.8M
NorthCoast Asset Management LLC 0.10% Reduce -1.1% 53,790 $7.7M
Czech National Bank 0.10% Add +0.5% 53,298 $7.7M
Todd Asset Management LLC 0.16% Reduce -7.6% 53,012 $7.6M
Pensionfund PDN 4.08% Add +12.8% 52,919 $7.6M
Silver Lake Advisory, LLC 1.84% Reduce -0.1% 52,875 $7.6M
ProShare Advisors LLC 0.02% Add +2.0% 52,521 $7.6M
LVM Capital Management Ltd. 0.89% Reduce -0.5% 52,517 $7.6M
Utah Retirement Systems 0.09% No change 52,348 $7.5M
Lockheed Martin Investment Management Co. 0.55% Reduce -11.4% 52,422 $7.5M
Alerus Financial NA 0.56% New 51,463 $7.4M
Lyell Wealth Management, LP 0.74% Add +4.8% 50,672 $7.3M
Vestcor Inc 0.24% Add +119.5% 49,287 $7.1M
B. Metzler seel. Sohn & Co. AG 0.08% Add +3.0% 49,003 $7.1M
Wealthfront Advisers LLC 0.02% Reduce -4.3% 47,632 $6.9M
Farmers & Merchants Investments Inc. 0.23% Add +2.4% 47,505 $6.8M
Wesbanco Bank Inc. 0.25% Add +8.5% 46,746 $6.7M
Mediolanum International Funds Ltd 0.11% — 46,309 $6.7M
Intact Investment Management Inc. 0.26% Reduce -1.3% 45,800 $6.6M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -6.7% 45,773 $6.6M
Westwood Holdings Group Inc. 0.05% Reduce -11.8% 45,750 $6.6M
Bcwm, LLC 2.27% Reduce -6.3% 45,749 $6.6M
Pathstone Holdings, LLC 0.03% Add +11.1% 43,987 $6.3M
Public Employees Retirement Association of Colorado 0.03% Reduce -1.6% 43,372 $6.2M
Capital Investment Counsel, LLC 1.34% Add +69.3% 43,301 $6.2M
Gotham Asset Management 0.09% Add +37.5% 42,994 $6.2M
Allworth Financial LP 0.04% Reduce -1.6% 42,710 $6.2M
CIBC Asset Management Inc 0.02% Add +3.1% 42,675 $6.1M
Mutual of America Capital Management LLC 0.07% Add +5.1% 42,579 $6.1M
Xponance LLC 0.06% Add +8.6% 42,533 $6.1M
Dean Investment Associates, LLC 0.84% Reduce -3.6% 42,501 $6.1M
Prudential PLC 0.05% Add +280.7% 42,249 $6.1M
Washington Trust Bank 0.58% Reduce -3.0% 42,137 $6.1M
Alpha Cubed Investments, LLC 0.31% Add +1202.1% 41,796 $6.0M
Tufton Capital Management 1.18% Add +67.5% 41,719 $6.0M
Romano Brothers and Company 0.82% Reduce -0.8% 41,537 $6.0M
ING Groep NV 0.04% Add +0.1% 41,500 $6.0M
LGT Capital Partners LTD. 0.18% No change 40,856 $5.9M
Fifth Third Bancorp 0.02% Reduce -1.0% 40,568 $5.8M
Edgemoor Investment Advisors, Inc. 0.56% Add +10.0% 40,526 $5.8M
Naples Global Advisors, LLC 0.60% Reduce -2.6% 40,514 $5.8M
SG Americas Securities, LLC 0.03% Reduce -76.6% 40,493 $5.8M
Liberty Mutual Group Asset Management Inc. 1.65% Reduce -0.3% 40,272 $5.8M
Aptus Capital Advisors, LLC 0.12% New 40,261 $5.8M
Bank of Nova Scotia 0.01% Add +7.1% 40,137 $5.8M
Chartwell Investment Partners, LLC 0.20% Reduce -4.4% 39,981 $5.8M
Raymond James Trust N.A. 0.14% Add +2.1% 39,929 $5.8M
Capital Investment Advisors, LLC 0.13% Add +2434.1% 39,558 $5.7M
Stephens Inc. 0.09% Add +6.4% 39,188 $5.6M
One Fin Capital Management LP 2.11% New 39,000 $5.6M
Inspire Investing, LLC 0.57% Add +16.9% 38,497 $5.5M
Ilmarinen Mutual Pension Insurance Co 0.07% Add +44.9% 38,400 $5.5M
Keeler Thomas Management LLC 1.85% Reduce -1.3% 37,553 $5.4M
Cyndeo Wealth Partners, LLC 0.44% Reduce -8.4% 37,106 $5.3M
Concentric Wealth Management, LLC 1.41% Add +1.9% 36,686 $5.3M
United Capital Financial Advisors, LLC 0.04% Reduce -32.8% 36,586 $5.3M
GSI Capital Advisors LLC 3.08% Reduce -45.9% 36,436 $5.2M
PNC Financial Services Group, Inc. 0.00% Reduce -1.9% 36,377 $5.2M
Dynamic Advisor Solutions LLC 0.18% Add +21.8% 36,328 $5.2M
Rafferty Asset Management, LLC 0.02% Reduce -16.0% 36,279 $5.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +3.8% 36,158 $5.2M
Public Sector Pension Investment Board 0.04% Reduce -1.1% 35,838 $5.2M
Osaic Holdings, Inc. 0.01% Reduce -28.4% 34,889 $5.0M
Cerity Partners LLC 0.01% Add +52.1% 34,601 $5.0M
Royal Fund Management, LLC 0.56% Add +24.5% 34,040 $4.9M
Impax Asset Management Group plc 0.02% No change 33,600 $4.8M
Manning & Napier Group, LLC 0.06% New 33,400 $4.8M
Cetera Investment Advisers 0.01% Add +295.5% 31,665 $4.6M
Integrated Advisors Network LLC 0.23% Reduce -7.1% 31,548 $4.5M
Patton Fund Management, Inc. 0.82% New 31,338 $4.5M
Forest Hill Capital, LLC 3.86% No change 31,100 $4.5M
Westpac Banking Corp. 0.34% Reduce -22.8% 30,931 $4.5M
Weatherly Asset Management L. P. 0.43% Add +9.2% 30,897 $4.5M
Reaves W H & Co. Inc. 0.16% Reduce -80.0% 30,476 $4.4M
Advisors Asset Management, Inc. 0.08% Add +22.4% 30,470 $4.4M
Global Wealth Management Investment Advisory, Inc. 1.07% Reduce -0.3% 30,371 $4.4M
Garland Capital Management Inc. 2.87% Reduce -0.4% 30,098 $4.3M
Janney Montgomery Scott LLC 0.01% Add +3.9% 29,871 $4.3M
Stoneridge Investment Partners LLC 1.62% Reduce -31.3% 29,635 $4.3M
UMB Bank, n.a. 0.07% Reduce -2.9% 29,448 $4.2M
J. Goldman & Co LP 0.19% New 29,342 $4.2M
Ethic Inc. 0.11% Add +4.7% 29,321 $4.2M
D.A. Davidson & Co. 0.04% Add +1.0% 29,147 $4.2M
Patten & Patten Inc. 0.30% Reduce -11.1% 29,038 $4.2M
Adell Harriman & Carpenter Inc. 0.34% Add +17.6% 28,650 $4.1M
Mackenzie Financial Corp. 0.01% Reduce -2.2% 28,528 $4.1M
Squarepoint Ops LLC 0.02% Reduce -84.8% 28,157 $4.1M
Edgewood Management LLC 0.01% No change 28,101 $4.0M
Armor Investment Advisors, LLC 1.94% Add +2.4% 28,052 $4.0M
Spirit of America Management Corp. 0.81% Add +5.5% 28,031 $4.0M
Chronos Wealth Management, LLC 2.35% Add +3.1% 27,921 $4.0M
Peapack Gladstone Financial Corp. 0.06% Reduce -0.5% 27,702 $4.0M
Elo Mutual Pension Insurance Co 0.09% Add +4.7% 27,672 $4.0M
Assenagon Asset Management S.A. 0.01% Reduce -2.5% 27,670 $4.0M
Huntington National Bank 0.04% Add +9.1% 27,466 $4.0M
Cramer Rosenthal McGlynn LLC 0.21% Reduce -2.6% 26,934 $3.9M
Ziegler Capital Management, LLC 0.15% Reduce -22.9% 26,669 $3.8M
Jamison Private Wealth Management, Inc. 0.64% Add +2.7% 26,348 $3.8M
Canandaigua National Bank & Trust Co. 0.56% Add +5.9% 26,321 $3.8M
Gulf International Bank (UK) Ltd 0.10% Add +0.7% 26,277 $3.8M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -16.7% 26,245 $3.8M
Mendel Money Management 1.75% Add +0.9% 26,230 $3.8M
Abn Amro Investment Solutions 0.07% Reduce -40.7% 26,212 $3.8M
Vanderbilt University 0.78% Add +176.2% 26,029 $3.7M
Oregon Public Employees Retirement Fund 0.07% Reduce -33.0% 25,861 $3.7M
Pensionfund Sabic 1.10% Add +27.2% 25,747 $3.7M
Point Windward Advisors Inc. 1.54% Reduce -0.5% 25,658 $3.7M
Harbor Advisors LLC 0.68% Reduce -11.1% 25,552 $3.7M
Benjamin F. Edwards & Company, Inc. 0.07% Add +6.5% 25,295 $3.6M
Shelton Capital Management 0.10% No change 24,897 $3.6M
TKG Advisors, LLC 1.98% Add +4.3% 24,698 $3.6M
Norinchukin Bank, The 0.11% Reduce -1.2% 24,499 $3.5M
Torray Investment Partners LLC 0.53% Add +1.4% 24,394 $3.5M
Texas Yale Capital Corp. 0.15% Add +3.5% 24,212 $3.5M
Verition Fund Management LLC 0.04% Reduce -31.0% 24,149 $3.5M
Nicola Wealth Management LTD. 0.33% Add +9.2% 17,352 $3.4M
Kestra Advisory Services, LLC 0.02% Add +163.3% 23,289 $3.4M
DoubleLine ETF Adviser LP 0.85% Add +11.1% 23,137 $3.3M
Cambridge Trust Co. 0.13% Add +3.5% 23,052 $3.3M
Equitable Holdings, Inc. 0.04% Reduce -1.5% 23,015 $3.3M
Kentucky Retirement Systems 0.10% Reduce -5.1% 22,999 $3.3M
Ar Asset Management Inc. 0.81% No change 22,840 $3.3M
Trinity Legacy Partners, LLC 0.96% Reduce -13.1% 22,803 $3.3M
Proquility Private Wealth Partners, LLC 1.11% Add +6.3% 22,587 $3.3M
Maryland State Retirement & Pension System 0.06% No change 23,504 $3.2M
Credit Agricole S A 0.05% Add +38.3% 22,856 $3.1M
Metropolitan Life Insurance Co 0.14% Reduce -0.1% 21,566 $3.1M
Cozad Asset Management Inc. 0.32% Add +2.5% 21,424 $3.1M
Cumberland Partners Ltd 0.22% Add +54.0% 21,400 $3.1M
Nordea Investment Management AB 0.00% Add +4.0% 21,308 $3.1M
Blair William & Co. 0.01% Add +7.7% 21,221 $3.1M
Keybank National Association 0.01% Reduce -4.2% 21,040 $3.0M
GRS Advisors, LLC 0.41% Add +111.3% 21,018 $3.0M
Lighthouse Investment Partners, LLC 0.18% New 21,000 $3.0M
Ossiam 0.05% Add +74.3% 20,991 $3.0M
Robeco Institutional Asset Management B.V. 0.01% Reduce -25.2% 20,920 $3.0M
Oppenheimer Asset Management Inc. 0.04% Reduce -11.5% 20,814 $3.0M
Tealwood Asset Management Inc. 1.36% Reduce -0.2% 20,788 $3.0M
Meridian Wealth Management, LLC 0.50% Add +7.9% 20,780 $3.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -22.2% 20,700 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +18.3% 20,465 $2.9M
Qube Research & Technologies Ltd 0.01% Add +94.8% 20,375 $2.9M
Vanguard Personalized Indexing Management, LLC 0.06% Add +9.9% 20,031 $2.9M
Valliance Asset Management Ltd 22.88% New 20,000 $2.9M
Mirabaud Asset Management Ltd 1.16% Reduce -8.9% 19,854 $2.9M
Hartford Investment Management Co. 0.10% Reduce -4.0% 19,583 $2.8M
Bessemer Group Inc. 0.01% Add +102.1% 19,528 $2.8M
Signet Investment Advisory Group, Inc. 1.53% Add +4.9% 19,474 $2.8M
Naviter Wealth, LLC 0.46% Add +4.2% 19,380 $2.8M
Stock Yards Bank & Trust Co. 0.09% Reduce -6.9% 19,332 $2.8M
Highline Wealth Partners LLC 1.12% Add +6.5% 19,082 $2.7M
Marshall Financial Group, LLC 0.78% Add +3.3% 18,939 $2.7M
TCW Group Inc. 0.03% Reduce -4.1% 18,865 $2.7M
ArrowMark Colorado Holdings LLC 0.03% No change 18,817 $2.7M
FourThought Financial Partners, LLC 0.31% Reduce -2.8% 18,677 $2.7M
Ibex Wealth Advisors 0.72% — 26,534 $2.7M
Susquehanna Fundamental Investments, LLC 0.12% New 18,400 $2.7M
Syntax Research, Inc. 2.02% Add +13.4% 18,354 $2.6M
Ensign Peak Advisors, Inc 0.00% Add +5.0% 18,249 $2.6M
Cherry Creek Investment Advisors, Inc. 1.42% Add +3.1% 18,210 $2.6M
Benedict Financial Advisors Inc. 0.67% Add +0.5% 18,207 $2.6M
MML Investors Services, LLC 0.01% Reduce -8.6% 18,144 $2.6M
Candriam S.C.A. 0.02% Add +11.1% 17,856 $2.6M
Gold Investment Management Ltd. 1.04% Reduce -1.0% 17,790 $2.6M
Securian Asset Management, Inc. 0.08% Reduce -6.9% 17,778 $2.6M
O'shaughnessy Asset Management, LLC 0.03% Add +10.0% 17,778 $2.6M
Redmond Asset Management, LLC 0.81% Reduce -6.6% 17,712 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -3.8% 17,600 $2.5M
Presima Securities ULC 0.59% Reduce -12.4% 17,586 $2.5M
Swiss Life Asset Management Ltd 0.03% Reduce -70.7% 17,406 $2.5M
Walleye Capital LLC 0.03% Reduce -16.7% 17,387 $2.5M
Hixon Zuercher, LLC 1.06% Add +1.7% 17,369 $2.5M
Tidal Investments LLC 0.04% Add +101.5% 17,338 $2.5M
Loudon Investment Management, LLC 1.41% Reduce -1.1% 17,050 $2.5M
L & S Advisors Inc 0.31% Reduce -64.3% 16,994 $2.4M
Capital Square, LLC 1.72% Add +7.9% 16,948 $2.4M
Jane Street Group, LLC 0.00% Reduce -92.6% 16,913 $2.4M
Little House Capital LLC 0.81% New 16,909 $2.4M
Zweig-DiMenna Associates LLC 0.22% No change 16,886 $2.4M
Crossmark Global Holdings, Inc. 0.05% Reduce -2.1% 16,730 $2.4M
Atlas Private Wealth Management, LLC 1.00% Add +15.7% 16,552 $2.4M
Iowa State Bank 0.53% Reduce -9.0% 16,546 $2.4M
Sound View Wealth Advisors Group, LLC 0.25% Reduce -7.1% 16,082 $2.3M
Security National Bank of So Dak 1.36% Reduce -1.9% 15,721 $2.3M
Atria Wealth Solutions, Inc. 0.03% Add +8.0% 15,547 $2.2M
Oppenheimer & Co. Inc. 0.04% Reduce -16.8% 15,499 $2.2M
Green Alpha Advisors, LLC 1.61% Add +8.9% 15,470 $2.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -52.9% 15,466 $2.2M
Vectors Research Management, LLC 0.63% Reduce -8.4% 15,395 $2.2M
Symphony Financial, Ltd. Co. 0.52% Reduce -3.9% 15,371 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.6% 15,366 $2.2M
Boothbay Fund Management, LLC 0.07% Add +467.2% 15,355 $2.2M
Sheaff Brock Investment Advisors, LLC 0.18% Reduce -1.1% 15,296 $2.2M
Sigma Planning Corp 0.07% Add +167.4% 15,260 $2.2M
New Mexico Educational Retirement Board 0.08% Add +0.7% 15,250 $2.2M
Taylor Frigon Capital Management LLC 1.04% Add +0.6% 15,211 $2.2M
Arcadia Investment Management Corp. 0.39% Reduce -13.9% 15,148 $2.2M
Courier Capital LLC 0.15% Reduce -3.4% 14,654 $2.1M
G&S Capital LLC 0.94% Reduce -1.4% 14,643 $2.1M
Security National Bank of Sioux City Iowa 1.46% Reduce -2.8% 14,368 $2.1M
JPL Wealth Management, LLC 1.14% Add +15.1% 14,318 $2.1M
Hunter Associates Investment Management LLC 0.34% No change 14,077 $2.0M
Mercer Global Advisors Inc. 0.01% Add +20.8% 13,981 $2.0M
Pine Valley Investments Ltd Liability Co 0.16% Add +1.2% 13,908 $2.0M
Twin Capital Management Inc. 0.25% New 13,779 $2.0M
Perpetual Ltd 0.02% Reduce -25.9% 13,700 $2.0M
Marco Investment Management LLC 0.19% Add +2.3% 13,650 $2.0M
Front Row Advisors LLC 0.73% Reduce -1.0% 13,621 $2.0M
GYL Financial Synergies, LLC 0.15% Reduce -7.9% 13,614 $2.0M
Andra AP-fonden 0.03% New 13,500 $1.9M
Dakota Wealth Management 0.05% Add +54.2% 13,385 $1.9M
Harrington Investments, INC 1.10% Add +0.9% 13,301 $1.9M
Peterson Wealth Management 1.38% Add +28.2% 13,298 $1.9M
Signature Wealth Management Group 0.85% Reduce -3.1% 13,726 $1.9M
Phoenix Financial Ltd. 0.03% Add +776.0% 13,043 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.8% 12,949 $1.9M
E. Ohman J:or Asset Management AB 0.05% Add +6.6% 12,900 $1.9M
Groesbeck Investment Management Corp. 1.97% New 12,880 $1.9M
AE Wealth Management LLC 0.02% Reduce -81.7% 12,759 $1.8M
Stolper Co 0.66% Add +1.4% 12,755 $1.8M
NewEdge Advisors, LLC 0.02% Add +10.1% 12,716 $1.8M
Delta Capital Management LLC 1.23% No change 12,675 $1.8M
Tower Research Capital LLC (TRC) 0.04% Reduce -78.6% 12,637 $1.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +34.4% 12,453 $1.8M
CNB Bank 0.87% Reduce -8.3% 12,378 $1.8M
Florida Trust Wealth Management Co 0.06% Reduce -1.0% 12,238 $1.8M
Y-Intercept (Hong Kong) Ltd 0.13% New 12,153 $1.8M
CI Investments Inc. 0.01% Add +8.7% 12,151 $1.8M
Avantax Advisory Services, Inc. 0.02% Reduce -16.0% 12,025 $1.7M
Pathway Financial Advisers, LLC 0.62% Reduce -4.0% 11,937 $1.7M
GTS Securities LLC 0.05% Reduce -43.5% 11,934 $1.7M
Crestwood Advisors Group, LLC 0.04% Reduce -2.5% 11,793 $1.7M
Cim Investment Management Inc. 0.50% No change 11,625 $1.7M
Forte Capital LLC 0.21% Reduce -1.1% 11,589 $1.7M
Beck Capital Management, LLC 0.47% New 11,402 $1.6M
Caprock Group, LLC 0.09% Add +7.7% 11,383 $1.6M
Slagle Financial, LLC 0.89% Reduce -65.8% 11,362 $1.6M
Banque Cantonale Vaudoise 0.06% Add +27.2% 11,300 $1.6M
First National Trust Co 0.07% Reduce -16.3% 11,230 $1.6M
Liontrust Investment Partners LLP 0.02% Reduce -55.3% 11,178 $1.6M
Atlantic Union Bankshares Corp 0.13% Reduce -8.9% 11,113 $1.6M
WealthShield Partners, LLC 0.26% Add +55.4% 11,050 $1.6M
Arrow Financial Corp 0.16% No change 11,000 $1.6M
SVB Wealth LLC 0.03% Add +0.2% 10,781 $1.6M
Ieq Capital, LLC 0.02% Add +27.2% 10,722 $1.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -16.8% 10,516 $1.5M
Glenmede Trust Co. NA 0.01% Reduce -4.1% 10,446 $1.5M
First Trust Direct Indexing L.P. 0.11% Add +23.2% 10,443 $1.5M
APG Asset Management N.V. 0.00% Add +6.7% 11,234 $1.5M
Arbor Capital Management Inc. 1.41% Reduce -4.8% 10,254 $1.5M
Nikulski Financial, Inc. 0.49% Add +71.4% 10,251 $1.5M
Moloney Securities Asset Management, LLC 0.22% Reduce -10.7% 10,138 $1.5M
Bayesian Capital Management, LP 0.14% New 10,100 $1.5M
Robbins Farley 0.80% Reduce -10.3% 10,067 $1.5M
Snowden Capital Advisors LLC 0.05% Add +41.4% 10,057 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -7.4% 9,994 $1.4M
Red Cedar Investment Management, LLC 0.18% New 9,983 $1.4M
Walter & Keenan Wealth Management LLC /in/ 0.47% Add +0.0% 9,955 $1.4M
Stratos Investment Management, LLC 0.14% New 9,763 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.07% Add +3.9% 9,756 $1.4M
Kestra Private Wealth Services, LLC 0.03% Add +314.2% 9,714 $1.4M
Apollon Wealth Management, LLC 0.04% Add +0.3% 9,668 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 9,610 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -4.1% 9,576 $1.4M
Occidental Asset Management, LLC 0.26% New 9,539 $1.4M
GeoWealth Management, LLC 0.05% Add +240.6% 9,520 $1.4M
Trust Co. of Toledo NA 0.21% Reduce -1.6% 9,493 $1.4M
Atria Investments, Inc 0.02% New 9,464 $1.4M
PEAK6 Investments LLC 0.07% Reduce -12.8% 9,441 $1.4M
U.S. Capital Wealth Advisors, LLC 0.05% Add +1.1% 9,324 $1.3M
Boomfish Wealth Group, LLC 0.90% Reduce -1.9% 9,315 $1.3M
Motley Fool Asset Management LLC 0.09% Add +10.5% 9,216 $1.3M
Werlinich Asset Management, LLC 0.87% Add +0.5% 9,233 $1.3M
Private Advisor Group, LLC 0.01% Reduce -2.1% 9,194 $1.3M
Trust Co. of Vermont 0.07% Add +46.7% 9,136 $1.3M
Panagora Asset Management Inc. 0.01% No change 9,131 $1.3M
Legacy Bridge, LLC 0.77% Add +4.2% 9,109 $1.3M
InTrack Investment Management Inc 0.96% Reduce -13.1% 8,974 $1.3M
Albion Financial Group 0.10% Reduce -0.3% 8,936 $1.3M
Smith Salley Wealth Management 0.10% Add +5.3% 8,765 $1.3M
Norway Savings Bank 0.52% Reduce -2.9% 8,693 $1.3M
Greenwood Capital Associates LLC 0.17% Add +23.8% 8,690 $1.3M
Ostrum Asset Management 0.10% Add +11.6% 8,555 $1.2M
Legacy Capital Group California, Inc. 0.45% Add +64.8% 8,554 $1.2M
Telos Capital Management, Inc. 0.14% Reduce -1.5% 8,519 $1.2M
Daiichi Life Insurance Co., Ltd. 0.03% No change 8,510 $1.2M
Jump Financial, LLC 0.03% New 8,447 $1.2M
PFG Investments, LLC 0.07% Add +23.9% 8,396 $1.2M
Stiles Financial Services Inc 0.48% Add +21.3% 8,389 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.2% 8,332 $1.2M
Access Financial Services, Inc. 0.53% Reduce -1.0% 8,307 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -28.3% 8,300 $1.2M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +9.6% 8,255 $1.2M
AIA Group Ltd 0.04% Reduce -52.0% 8,200 $1.2M
Paragon Private Wealth Management, LLC 0.70% Add +0.0% 8,166 $1.2M
Rakuten Investment Management, Inc. 0.01% Add +987.3% 8,144 $1.2M
TD Waterhouse Canada Inc. 0.01% Add +8.2% 7,165 $1.2M
Prudent Man Advisors, LLC 0.43% Reduce -8.4% 8,034 $1.2M
Ninepoint Partners LP 0.15% Add +597.9% 7,956 $1.1M
Commerce Bank 0.01% Reduce -0.8% 7,803 $1.1M
Horst & Graben Wealth Management LLC 0.23% No change 7,761 $1.1M
Teacher Retirement System of Texas 0.01% Reduce -86.0% 7,700 $1.1M
Retirement Planning Co of New England, Inc. 0.60% Add +0.7% 7,570 $1.1M
Resources Management Corp. /CT/ 0.16% Reduce -6.6% 7,521 $1.1M
Jones Financial Companies LLLP 0.00% Add +99.5% 7,439 $1.1M
Sumitomo Life Insurance Co. 0.03% Reduce -4.2% 7,430 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +13.5% 7,414 $1.1M
Kintegral Advisory, LLC 0.11% Reduce -0.3% 7,337 $1.1M
Ballentine Partners, LLC 0.02% Add +9.7% 7,279 $1.0M
Clark Capital Management Group, Inc. 0.01% Add +46.6% 7,278 $1.0M
Advisors Management Group Inc. 0.26% Add +3.7% 7,274 $1.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -6.3% 7,266 $1.0M
Scotia Capital Inc. 0.01% Add +1.0% 7,237 $1.0M
Bright Futures Wealth Management, LLC. 0.56% — 6,980 $1.0M
Brown Advisory Inc. 0.00% Add +40.1% 7,179 $1.0M
Walleye Trading LLC 0.02% Reduce -83.9% 7,133 $1.0M
SFE Investment Counsel 0.23% Reduce -20.3% 7,114 $1.0M
Shepherd Financial Partners LLC 0.13% Add +5.6% 7,073 $1.0M
NEOS Investment Management LLC 0.06% Add +64.2% 7,027 $1.0M
Pinnacle Financial Partners Inc 0.02% Reduce -0.6% 7,010 $1.0M
Glaxis Capital Management, LLC 1.88% New 7,000 $1.0M
Correct Capital Wealth Management 0.23% Add +18.1% 6,987 $1.0M
Park Avenue Securities LLC 0.01% Reduce -30.7% 6,919 $997K
High Note Wealth, LLC 0.32% Reduce -1.6% 6,859 $988K
Leisure Capital Management 0.50% Reduce -5.9% 6,855 $987K
Great Lakes Retirement, Inc. 0.14% Reduce -3.1% 6,803 $980K
Prime Capital Investment Advisors, LLC 0.01% Add +3.6% 6,784 $977K
Oak Asset Management, LLC 0.36% Reduce -2.2% 6,774 $976K
Graham Capital Management, L.P. 0.05% New 6,761 $974K
Focus Partners Wealth 0.01% Add +162.2% 6,732 $970K
Groupama Asset Managment 0.02% Reduce -77.5% 3,934 $969K
Praxis Investment Management Inc. 0.06% No change 6,730 $969K
Roman Butler Fullerton & Co. 0.36% Reduce -3.1% 7,127 $968K
Systematic Financial Management LP 0.03% Add +3757.2% 6,673 $961K
Carret Asset Management, LLC 0.11% Reduce -6.5% 6,620 $954K
Lanark Financial, Inc. 0.09% Add +0.4% 6,600 $951K
Kingswood Wealth Advisors, LLC 0.11% Reduce -30.5% 6,573 $947K
Integrated Wealth Concepts LLC 0.01% Reduce -1.3% 6,320 $910K
Independent Advisor Alliance 0.03% Reduce -4.3% 6,239 $899K
MAI Capital Management 0.01% Add +6.8% 6,236 $898K
CoreCap Advisors, LLC 0.05% Add +7.4% 6,225 $897K
Mainstay Capital Management LLC 0.17% Reduce -11.5% 6,212 $895K
Bramshill Investments, LLC 0.11% Add +393.2% 6,195 $892K
Synovus Financial Corp. 0.01% Add +200.2% 6,127 $883K
Gilman Hill Asset Management, LLC 0.16% Add +12.0% 6,114 $881K
Baillie Gifford & Co. 0.00% Add +27.4% 6,109 $880K
Vontobel Holding Ltd. 0.01% Reduce -13.6% 6,038 $870K
Pflug Koory, LLC 0.06% Reduce -1.3% 5,937 $855K
Jacobi Capital Management LLC 0.08% Reduce -8.8% 5,775 $832K
Verity & Verity, LLC 0.09% Reduce -93.7% 5,774 $832K
American Assets Investment Management, LLC 0.08% Reduce -10.3% 5,707 $822K
Rowlandmiller & Partners.adv 0.17% Add +0.8% 5,701 $821K
Savant Capital, LLC 0.01% Add +6.3% 5,699 $821K
Gladstone Institutional Advisory LLC 0.04% Reduce -10.4% 5,644 $813K
Fort Sheridan Advisors LLC 0.15% Reduce -26.3% 5,609 $808K
Advisory Services Network, LLC 0.02% Reduce -39.8% 5,598 $806K
Caldwell Sutter Capital, Inc. 0.39% Reduce -2.4% 5,576 $803K
DAVENPORT & Co LLC 0.01% Reduce -2.2% 5,555 $800K
V-Square Quantitative Management LLC 0.11% Add +1.9% 5,485 $790K
Cove Private Wealth, LLC 0.69% No change 5,450 $785K
Mission Creek Capital Partners, Inc. 0.20% Reduce -1.6% 5,391 $777K
Integral Investment Advisors, Inc. 0.31% Add +15.1% 5,283 $759K
Wulff, Hansen & Co. 0.75% No change 5,234 $754K
Goelzer Investment Management, Inc. 0.04% Reduce -81.7% 5,179 $746K
Pasadena Private Wealth, LLC 0.17% Reduce -2.8% 5,160 $743K
Mystic Asset Management, Inc. 0.31% Add +13.2% 5,150 $742K
Horizon Investments, LLC 0.02% Add +20.1% 5,116 $737K
1ST Source Bank 0.04% Add +3.1% 5,048 $727K
Coldstream Capital Management Inc. 0.02% Reduce -0.8% 5,041 $726K
Johnson Investment Counsel Inc. 0.01% Reduce -1.3% 5,010 $722K
Lavaca Capital LLC 0.44% No change 5,000 $720K
Probity Advisors, Inc. 0.15% Reduce -4.2% 4,971 $716K
Grandeur Peak Global Advisors, LLC 0.06% Reduce -35.3% 4,956 $714K
Legacy Advisors, LLC 0.09% Add +1.8% 4,930 $710K
Heritage Investors Management Corp. 0.03% Reduce -0.3% 4,927 $710K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +127.9% 4,918 $708K
Investment Management Corp of Ontario 0.02% Reduce -31.1% 4,885 $704K
HGI Capital Management, LLC 0.75% Reduce -63.6% 4,850 $699K
Principal Securities, Inc. 0.02% Add +11.1% 4,834 $696K
Quantinno Capital Management LP 0.02% Add +24.8% 4,815 $694K
Montecito Bank & Trust 0.14% Reduce -0.4% 4,782 $689K
HighPoint Advisor Group LLC 0.05% Reduce -4.7% 4,811 $688K
Wealthspire Advisors, LLC 0.01% Reduce -2.0% 4,758 $685K
Harvest Portfolios Group Inc. 0.03% Add +43.2% 4,725 $681K
James Investment Research, Inc. 0.08% Reduce -5.6% 4,718 $680K
Choreo, LLC 0.02% Reduce -2.1% 4,701 $677K
Profund Advisors LLC 0.03% Reduce -9.2% 4,687 $675K
Schnieders Capital Management LLC 0.14% Reduce -0.7% 4,663 $672K
Lincoln National Corp. 0.01% Add +1.3% 4,658 $671K
McKinley Capital Management LLC 0.08% New 4,644 $669K
Federated Hermes, Inc. 0.00% Add +16.2% 4,624 $666K
Empowered Funds, LLC 0.01% Add +21.9% 4,607 $664K
Checchi Capital Advisers, LLC 0.05% Add +4.4% 4,584 $660K
ABN AMRO Bank N.V. 0.01% Reduce -33.1% 4,586 $660K
Meeder Advisory Services, Inc. 0.07% Add +7.1% 4,583 $660K
Whittier Trust Co. 0.01% Add +0.1% 4,559 $657K
NewEdge Wealth, LLC 0.01% Add +180.4% 4,666 $654K
IHT Wealth Management, LLC 0.03% Add +12.8% 4,532 $653K
Bridgewater Associates 0.00% Reduce -48.0% 4,524 $652K
Freedom Investment Management, Inc. 0.05% Reduce -13.5% 4,494 $647K
Moody National Bank Trust Division 0.05% No change 4,403 $634K
Qtron Investments LLC 0.09% Add +27.5% 4,386 $632K
EPG Wealth Management LLC 0.15% Add +1.1% 4,340 $625K
Bokf, NA 0.01% Reduce -12.1% 4,392 $623K
EP Wealth Advisors, LLC 0.01% Reduce -2.3% 4,320 $622K
Alpine Woods Capital Investors, LLC 0.12% Reduce -81.9% 4,483 $622K
River Wealth Advisors LLC 0.09% Reduce -24.0% 4,279 $616K
Greystone Financial Group, LLC 0.12% New 4,264 $614K
RB Capital Management, LLC 0.17% Add +2.4% 4,252 $612K
Imprint Wealth LLC 0.15% New 4,315 $612K
Parallel Advisors, LLC 0.02% Add +54.4% 4,244 $611K
Lantern Wealth Advisors, LLC 0.43% Reduce -0.9% 4,233 $610K
Cascade Investment Group, Inc. 0.45% Reduce -2.9% 4,207 $606K
Sfmg, LLC 0.05% Add +0.8% 4,185 $603K
Diligent Investors, LLC 0.15% Add +0.1% 4,168 $600K
Commerzbank Aktiengesellschaft 0.02% Add +9.6% 4,154 $599K
Pacific Sun Financial Corp 0.35% Add +4.0% 4,153 $598K
Greenleaf Trust 0.01% Add +3.4% 4,153 $598K
Great Lakes Advisors, LLC 0.01% Reduce -31.6% 4,144 $597K
New Hampshire Trust 0.14% Reduce -20.2% 4,113 $592K
Lazard Asset Management LLC 0.00% Add +7.9% 4,108 $591K
Townsquare Capital LLC 0.01% Reduce -11.0% 4,088 $589K
Richard W. Paul & Associates, LLC 0.23% Reduce -1.6% 4,039 $582K
Moneta Group Investment Advisors LLC 0.01% Add +49.8% 4,024 $580K
Advocate Group LLC 0.11% Reduce -14.0% 3,998 $576K
Hilltop National Bank 0.20% — 3,991 $575K
Nvwm, LLC 0.16% Reduce -0.5% 3,964 $571K
Lake Street Advisors Group, LLC 0.03% Add +2.3% 3,934 $567K
Axxcess Wealth Management, LLC 0.02% Reduce -2.1% 3,920 $565K
Nomura Holdings Inc. 0.00% Reduce -92.6% 3,896 $561K
QRG Capital Management, Inc. 0.01% Reduce -3.9% 3,893 $561K
First United Bank & Trust 0.21% Add +0.5% 3,881 $559K
Lido Advisors, LLC 0.01% Add +4.5% 3,848 $554K
Prestige Wealth Management Group LLC 0.12% Add +3023.1% 3,779 $544K
Kovack Advisors, Inc. 0.07% Add +35.7% 3,779 $544K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -1.6% 3,775 $544K
Sompo Asset Management Co., Ltd. 0.09% Reduce -5.0% 3,770 $543K
Fred Alger Management, LLC 0.00% Add +7.5% 3,762 $542K
Hancock Whitney Corp. 0.02% Reduce -1.3% 3,762 $542K
Clear Creek Financial Management, LLC 0.07% New 3,746 $540K
Signaturefd, LLC 0.01% Add +6.3% 3,706 $534K
Sage Capital Management, LLC 0.29% Add +24.9% 3,697 $532K
Mutual Advisors, LLC 0.02% Reduce -32.9% 3,645 $525K
Western Wealth Management, LLC 0.04% Add +3.9% 3,577 $515K
Bleakley Financial Group, LLC 0.01% Reduce -8.6% 3,532 $509K
Simplicity Wealth,LLC 0.01% New 3,532 $509K
Schechter Investment Advisors, LLC 0.04% Add +5.0% 3,515 $506K
Orion Porfolio Solutions, LLC 0.01% Reduce -34.1% 3,501 $504K
Orion Portfolio Solutions, LLC 0.01% Reduce -34.1% 3,501 $504K
Bard Financial Services, Inc. 0.05% No change 3,440 $495K
Level Four Advisory Services, LLC 0.03% No change 3,679 $495K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -29.2% 3,429 $494K
LongView Wealth Management 0.19% Add +0.5% 3,412 $492K
J. W. Coons Advisors, LLC 0.09% No change 3,408 $491K
HB Wealth Management, LLC 0.01% Add +10.6% 3,360 $484K
Premier Path Wealth Partners, LLC 0.09% Reduce -1.7% 3,358 $484K
Willner & Heller, LLC 0.48% Add +1.7% 3,349 $482K
American Investment Services, Inc. 0.09% No change 3,347 $482K
Aldebaran Financial Inc. 0.68% Reduce -11.5% 3,333 $480K
Verity Asset Management, Inc. 0.27% Reduce -5.1% 3,319 $478K
Private Trust Co. NA 0.05% Reduce -12.9% 3,310 $477K
Exchange Traded Concepts, LLC 0.01% Reduce -4.2% 3,293 $474K
Assetmark, Inc. 0.00% Add +5.7% 3,235 $466K
Siemens Fonds Invest GmbH 0.04% No change 3,224 $464K
Leavell Investment Management, Inc. 0.03% New 3,217 $463K
Cigna Investments Inc. 0.09% Reduce -1.0% 3,192 $460K
Harvest Fund Management Co., Ltd 0.04% Add +53.2% 3,182 $458K
Strategic Wealth Partners, Ltd. 0.05% New 3,165 $456K
NovaPoint Capital, LLC 0.16% Reduce -19.9% 3,153 $454K
Wolverine Trading, LLC 0.00% Add +81.7% 3,144 $453K
Carnegie Investment Counsel 0.01% Reduce -11.3% 3,125 $450K
Concurrent Investment Advisors, LLC 0.02% Reduce -3.3% 3,101 $447K
Versor Investments LP 0.09% Reduce -59.0% 3,100 $447K
B. Riley Wealth Advisors, Inc. 0.01% Add +3.0% 3,660 $443K
MBB Public Markets I LLC 0.03% New 3,064 $441K
Omnia Family Wealth, LLC 0.21% Reduce -0.0% 3,060 $441K
BluePointe Capital Management, LLC 0.30% Add +3.7% 3,038 $438K
Evergreen Capital Management LLC 0.02% Add +2.0% 3,018 $435K
Wexford Capital LP 0.09% New 3,008 $433K
Spire Wealth Management 0.01% Reduce -2.1% 2,955 $426K
International Assets Investment Management, LLC 0.04% New 2,919 $414K
Emprise Bank 0.28% — 2,874 $414K
Brookstone Capital Management 0.01% Reduce -14.0% 2,858 $412K
First Financial Bank - Trust Division 0.04% Reduce -0.8% 2,840 $409K
Illinois Municipal Retirement Fund 0.01% Reduce -48.2% 2,823 $407K
GAMMA Investing LLC 0.08% Add +13.7% 2,793 $402K
Visionary Wealth Advisors 0.03% Reduce -1.7% 2,786 $401K
Tacita Capital Inc 0.28% New 2,781 $401K
Valeo Financial Advisors, LLC 0.01% Add +1.5% 2,848 $401K
KCM Investment Advisors LLC 0.01% New 2,766 $398K
Sabal Trust CO 0.02% Reduce -60.9% 2,739 $395K
Buckingham Capital Management, Inc. 0.05% Reduce -48.8% 2,708 $390K
Evercore Wealth Management, LLC 0.01% Reduce -19.6% 2,690 $387K
Acadian Asset Management LLC 0.00% Reduce -19.4% 2,683 $386K
Mather Group, Llc. 0.01% Add +0.1% 2,841 $382K
Sandy Spring Bank 0.02% Add +5.0% 2,646 $381K
AlphaStar Capital Management, LLC 0.04% New 2,631 $379K
Two Sigma Securities, LLC 0.02% New 2,600 $375K
Lederer & Associates Investment Counsel 0.26% Add +2.4% 2,596 $374K
Keystone Investors Pte Ltd. 0.03% New 2,565 $369K
NorthRock Partners, LLC 0.01% Add +5.7% 2,540 $366K
Los Angeles Capital Management LLC 0.00% Add +29.8% 2,538 $366K
Channel Wealth LLC 0.15% No change 2,535 $365K
Cullinan Associates Inc. 0.02% No change 2,519 $363K
Merit Financial Group, LLC 0.01% Add +22.0% 2,454 $361K
Summit Place Financial Advisors, LLC 0.21% Add +25.0% 2,500 $360K
Orange Investment Advisors, Inc. 0.04% Add +6.4% 2,484 $358K
Continuum Advisory, LLC 0.05% Add +7.8% 2,492 $358K
Hanover Advisors Inc. 0.15% Add +47.6% 2,474 $356K
Lake Street Private Wealth, LLC 0.05% Add +26.9% 2,464 $355K
Argent Trust Co 0.02% Reduce -17.4% 2,458 $354K
Plan Group Financial, LLC 0.23% New 2,451 $353K
Hennion & Walsh Asset Management, Inc. 0.02% Add +36.0% 2,448 $353K
Prairie Sky Financial Group LLC 0.21% No change 2,440 $351K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 2,431 $350K
BTC Capital Management, Inc. 0.03% — 2,420 $349K
Quadrant Capital Group LLC 0.03% Reduce -2.6% 2,399 $346K
Smith Anglin Financial, LLC 0.04% Add +1.6% 2,389 $344K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +10.4% 2,335 $336K
Kingsview Wealth Management, LLC 0.01% Reduce -18.9% 2,305 $332K
BOS Asset Management, LLC 0.17% Reduce -11.5% 2,304 $332K
Yelin Lapidot Holdings Management Ltd. 0.07% No change 2,300 $331K
Fullerton Fund Management Co Ltd. 0.02% New 2,286 $329K
CreativeOne Wealth, LLC 0.01% Reduce -4.3% 2,268 $327K
Diversify Advisory Services, LLC 0.02% — 2,292 $325K
Cetera Trust Company, N.A 0.19% Reduce -1.3% 2,245 $323K
Daymark Wealth Partners, LLC 0.02% Add +26.9% 2,240 $323K
McGowan Group Asset Management, Inc. 0.05% No change 2,230 $321K
Harbour Investments, Inc. 0.01% Add +20.0% 2,219 $320K
Dakota Community Bank & Trust NA 1.72% Reduce -12.6% 2,211 $318K
Garrison Asset Management, LLC 0.17% Add +0.1% 2,197 $316K
Brandywine Oak Private Wealth LLC 0.03% Add +0.4% 2,189 $315K
MTM Investment Management, LLC 0.13% Reduce -2.3% 2,169 $312K
Dearborn Partners LLC 0.01% Reduce -4.7% 2,168 $312K
Cibc World Market Inc. 0.00% Reduce -98.4% 2,166 $312K
Avantax Planning Partners, Inc. 0.01% Reduce -8.8% 2,158 $311K
Wedmont Private Capital 0.02% New 2,126 $310K
Gerber, LLC 0.26% No change 2,140 $308K
Catalina Capital Group, LLC 0.13% Add +40.8% 2,139 $308K
CIBC Private Wealth Group LLC 0.00% Add +2.6% 2,157 $306K
Vantage Consulting Group Inc 0.19% Reduce -8.3% 2,122 $306K
Independent Financial Group, LLC 0.01% Add +7.7% 2,122 $306K
One Capital Management, LLC 0.01% New 2,117 $305K
Arkadios Wealth Advisors 0.02% Reduce -9.7% 2,113 $304K
Wellington Wealth Strategies, LLC. 0.14% New 2,100 $302K
Silvercrest Asset Management Group LLC 0.00% Reduce -5.4% 2,094 $302K
GC Wealth Management RIA, LLC 0.06% Add +5.1% 2,064 $297K
Community Financial Services Group, LLC 0.07% — 2,040 $294K
Lewis Asset Management, LLC 0.24% Add +1.6% 2,039 $294K
Vestmark Advisory Solutions, Inc. 0.01% Add +23.8% 2,036 $293K
DeDora Capital, Inc. 0.09% Reduce -0.3% 2,030 $292K
TRUE Private Wealth Advisors 0.03% Reduce -0.1% 2,025 $292K
Tranquility Partners, LLC 0.11% No change 2,000 $288K
Ellsworth Advisors, LLC 0.08% Add +1.7% 2,019 $288K
Hutchens & Kramer Investment Management Group, LLC 0.17% Add +7.8% 2,023 $287K
Wedbush Securities Inc. 0.01% Add +6.6% 1,993 $287K
Madrona Financial Services, LLC 0.10% Reduce -11.1% 1,973 $284K
Amarillo National Bank 0.05% No change 1,959 $282K
Trueblood Wealth Management, LLC 0.16% Add +27.5% 1,953 $281K
Pettee Investors, Inc. 0.12% Reduce -2.6% 1,900 $274K
Tiemann Investment Advisors, LLC 0.12% Add +8.7% 1,880 $271K
CPC Advisors, LLC 0.05% New 1,856 $267K
Clearstead Advisors, LLC 0.01% Reduce -18.4% 1,859 $266K
Wintrust Investments LLC 0.02% New 1,846 $266K
Regal Investment Advisors LLC 0.02% Add +2.2% 1,838 $265K
Graypoint LLC 0.02% Add +3.4% 1,834 $264K
Warwick Investment Management, Inc. 0.06% Add +6.7% 1,834 $264K
Obermeyer Wealth Partners 0.02% Reduce -11.9% 1,815 $261K
NBT Bank, N.A. 0.02% No change 1,814 $261K
Marcum Wealth, LLC 0.03% Reduce -1.8% 1,808 $260K
Nexpoint Asset Management, L.P. 0.04% New 1,800 $259K
Ranch Capital Advisors Inc. 0.14% Add +0.1% 1,752 $252K
Alps Advisors Inc. 0.00% Reduce -9.8% 1,751 $252K
Hemenway Trust Co LLC 0.02% No change 1,750 $252K
Syon Capital LLC 0.02% Add +3.6% 1,735 $250K
Atlas Financial Advisors, Inc. 0.39% Add +2.3% 1,730 $249K
Realta Investment Advisors 0.05% Reduce -0.6% 1,728 $249K
True North Advisors, LLC 0.07% Reduce -11.1% 1,727 $249K
Buckingham Strategic Wealth, LLC 0.00% Add +8.4% 1,717 $247K
Pinnacle Wealth Planning Services, Inc. 0.04% Reduce -3.6% 1,715 $247K
Bailard, Inc. 0.01% Reduce -8.1% 1,713 $247K
Bank Ozk 0.11% Add +3.6% 1,712 $247K
Walled Lake Planning & Wealth Management, LLC 0.10% Add +1.8% 1,708 $246K
Carderock Capital Management Inc. 0.07% No change 1,700 $245K
Catalyst Funds Management Pty Ltd 0.07% — 1,700 $245K
Tower Bridge Advisors 0.03% Reduce -61.4% 1,700 $245K
Aviance Capital Partners, LLC 0.04% New 1,680 $242K
Forum Financial Management, LP 0.00% Add +0.5% 1,677 $242K
Riverview Trust Co 0.19% Reduce -15.5% 1,666 $240K
American Institute for Advanced Investment Management, LLP 0.19% No change 1,655 $238K
Belpointe Asset Management LLC 0.02% Reduce -32.2% 1,650 $238K
Steward Partners Investment Solutions, LLC 0.04% New 1,648 $237K
J.W. Cole Advisors, Inc. 0.01% New 1,640 $236K
Blue Chip Partners, LLC 0.02% Add +1.8% 1,631 $235K
CHICAGO TRUST Co NA 0.05% New 1,630 $235K
Hummer Financial Advisory Services Inc 0.19% No change 1,600 $230K
Broadwater Capital Management LLC 0.18% No change 1,600 $230K
Revisor Wealth Management LLC 0.10% New 1,628 $227K
PFG Advisors 0.02% Reduce -1.3% 1,573 $227K
Farther Finance Advisors, LLC 0.01% Reduce -0.3% 1,594 $226K
CWA Asset Management Group, LLC 0.01% Reduce -0.1% 1,561 $225K
InterOcean Capital Group, LLC 0.01% Reduce -14.1% 1,560 $225K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 1,550 $223K
OneDigital Investment Advisors LLC 0.00% Add +1.4% 1,548 $223K
Core Wealth Partners LLC 0.17% Reduce -5.5% 1,547 $223K
Prospera Financial Services Inc 0.01% New 1,543 $223K
Beacon Bank & Trust 0.06% New 1,537 $221K
Tobam 0.02% No change 1,536 $221K
Northeast Financial Group, Inc. 0.10% No change 1,500 $216K
Intrua Financial, LLC 0.03% Reduce -31.3% 1,491 $215K
Schrum Private Wealth Management LLC 0.19% New 1,489 $215K
Compound Planning, Inc. 0.02% Reduce -12.5% 1,486 $214K
CX Institutional 0.01% New 1,473 $212K
Cypress Capital Group 0.03% Reduce -26.0% 1,470 $212K
Samalin Investment Counsel, LLC 0.10% Reduce -9.1% 1,467 $211K
Caldwell Trust Co 0.02% Add +16.7% 1,461 $210K
Balentine LLC 0.01% Reduce -2.9% 1,461 $210K
Chicago Partners Investment Group LLC 0.01% New 1,511 $209K
Clare Market Investments LLC 0.07% New 1,453 $209K
Conning Inc. 0.01% New 1,446 $208K
HUB Investment Partners, LLC 0.01% New 1,438 $207K
Brooklyn Investment Group 0.09% Reduce -17.0% 1,453 $206K
Abel Hall, LLC 0.15% Reduce -38.6% 1,428 $206K
BSW Wealth Partners 0.03% New 1,425 $205K
Cohen Capital Management, Inc. 0.04% New 1,422 $205K
Nilsine Partners, LLC 0.03% New 1,412 $203K
Demars Financial Group, LLC 0.10% Reduce -17.4% 1,410 $203K
Sweet Financial Partners, LLC 0.05% New 1,400 $202K
Muzinich & Co., Inc. 0.17% No change 1,496 $201K
Regent Peak Wealth Advisors LLC 0.05% New 1,395 $201K
Hanson & Doremus Investment Management 0.03% Add +3.6% 1,348 $194K
Avior Wealth Management, LLC 0.01% Add +26.5% 1,326 $191K
Garde Capital, Inc. 0.01% Reduce -14.4% 1,294 $186K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -92.4% 1,262 $182K
Natixis Investment Managers International 0.01% Add +26.5% 1,221 $176K
EverSource Wealth Advisors, LLC 0.01% Add +5.2% 1,266 $176K
Brown Brothers Harriman & Co. 0.00% Add +18.4% 1,175 $169K
Leonteq Securities AG 0.02% Reduce -4.8% 1,159 $167K
Ninety One SA (Pty) Ltd 0.02% No change 1,139 $164K
Truvestments Capital LLC 0.06% Reduce -62.6% 1,127 $162K
Bartlett & Co. Wealth Management LLC 0.00% Add +21.6% 1,124 $162K
Independence Bank of Kentucky 0.05% Add +633.3% 1,100 $158K
Ameliora Wealth Management Ltd. 0.07% New 1,050 $151K
Lindbrook Capital, LLC 0.01% Add +4.2% 1,045 $151K
Smartleaf Asset Management LLC 0.03% Add +440.5% 1,027 $148K
Federation des caisses Desjardins du Quebec 0.00% Add +15.8% 1,018 $146K
Geneos Wealth Management Inc. 0.01% Reduce -1.0% 978 $141K
Motco 0.01% Reduce -99.1% 959 $138K
Chiron Investment Management, LLC 0.06% New 947 $136K
Fernwood Investment Management, LLC 0.04% Reduce -38.5% 1,012 $135K
Monetary Management Group Inc. 0.04% New 912 $131K
Alta Advisers Ltd 0.06% No change 900 $130K
Optimum Investment Advisors 0.06% Reduce -18.2% 900 $130K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 887 $128K
Ramirez Asset Management, Inc. 0.03% No change 886 $128K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% No change 870 $125K
First Manhattan Co. Llc. 0.00% Add +45.5% 863 $124K
Parkside Financial Bank & Trust 0.02% Reduce -13.6% 838 $121K
Global Retirement Partners, LLC 0.00% Add +13.9% 813 $117K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.0% 810 $117K
Quent Capital, LLC 0.01% Add +0.8% 804 $116K
Manchester Capital Management LLC 0.01% Add +2.0% 799 $115K
CENTRAL TRUST Co 0.00% Add +13.6% 700 $101K
BNP Paribas 0.00% — 677 $98K
Ulland Investment Advisors, LLC 0.08% New 665 $96K
North Star Investment Management Corp. 0.01% Add +0.5% 653 $94K
Park Place Capital Corp 0.03% No change 591 $85K
Foster Dykema Cabot & Partners, LLC 0.01% No change 585 $84K
AdvisorNet Financial, Inc 0.01% Reduce -35.6% 576 $83K
Carmichael Hill & Associates, Inc. 0.03% No change 566 $82K
Evermay Wealth Management LLC 0.01% Reduce -0.6% 546 $79K
Whittier Trust Co. of Nevada Inc. 0.00% No change 545 $79K
Financial Perspectives, Inc 0.03% No change 534 $77K
Group One Trading LLC 0.00% New 527 $76K
WASHINGTON TRUST Co 0.00% No change 519 $75K
SYSTM Wealth Solutions LLC 0.01% Reduce -31.5% 513 $74K
IFP Advisors, Inc 0.00% Reduce -26.2% 512 $74K
HM Payson & Co. 0.00% No change 500 $72K
TD Private Client Wealth LLC 0.00% Add +3.1% 491 $71K
Missouri Trust & Investment Co 0.03% No change 482 $69K
Glen Eagle Advisors, LLC 0.01% Add +0.9% 458 $66K
GHP Investment Advisors, Inc. 0.00% Add +15.7% 458 $66K
BOK Financial Private Wealth, Inc. 0.00% No change 456 $66K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +13.0% 443 $64K
TCTC Holdings, LLC 0.00% No change 442 $64K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -29.3% 420 $61K
Thompson Investment Management, Inc. 0.01% No change 422 $61K
Avalon Trust Co 0.00% No change 417 $60K
Emfo, LLC 0.05% No change 408 $59K
Sound Income Strategies, LLC 0.00% Add +122.4% 407 $59K
Capital Analysts, LLC 0.00% Reduce -1.6% 371 $53K
Godsey & Gibb, Inc. 0.01% No change 350 $50K
Rational Advisors, Inc. 0.00% No change 343 $49K
Ancora Advisors LLC 0.00% Add +14.4% 341 $49K
SOA Wealth Advisors, LLC. 0.01% Add +1.6% 328 $47K
First Pacific Financial 0.01% No change 323 $47K
PFS Partners, LLC 0.03% No change 320 $46K
Salem Investment Counselors Inc. 0.00% No change 313 $45K
Deseret Mutual Benefit Administrators 0.02% No change 305 $44K
Moser Wealth Advisors, LLC 0.02% No change 300 $43K
Pacific Center for Financial Services 0.01% Add +61.4% 297 $43K
CVA Family Office, LLC 0.01% Add +1.1% 273 $39K
Zions Bancorporation, N.A. 0.00% Reduce -3.9% 270 $39K
GPS Wealth Strategies Group, LLC 0.01% Reduce -8.2% 268 $39K
Gen-Wealth Partners Inc 0.02% — 265 $38K
Arlington Trust Co LLC 0.01% No change 261 $38K
Gables Capital Management Inc. 0.02% No change 260 $37K
HHM Wealth Advisors, LLC 0.01% No change 253 $36K
Elevation Wealth Partners, LLC 0.02% No change 245 $35K
City State Bank 0.02% Add +7.6% 240 $35K
Wiser Advisor Group LLC 0.05% Add +1.3% 236 $34K
Benjamin Edwards Inc. 0.01% Add +33.1% 233 $34K
Future Financial Wealth Managment LLC 0.03% New 235 $34K
Wolff Wiese Magana LLC 0.03% No change 233 $34K
Bruce G. Allen Investments, LLC 0.03% Reduce -35.5% 231 $33K
Bfsg, LLC 0.00% No change 230 $33K
Baldwin Wealth Partners LLC 0.00% No change 220 $32K
Sugarloaf Wealth Management, LLC 0.01% Add +0.5% 218 $31K
St Germain D J Co. Inc. 0.00% No change 216 $31K
DT Investment Partners, LLC 0.00% Add +473.0% 212 $31K
Ofi Invest Asset Management 0.00% Add +2.3% 224 $30K
Horrell Capital Management, Inc. 0.01% No change 200 $29K
GoalVest Advisory LLC 0.01% New 200 $29K
MV Capital Management, Inc. 0.00% Add +0.5% 199 $29K
Rise Advisors, LLC 0.01% Add +1125.0% 196 $28K
Duncker Streett & Co. Inc. 0.01% No change 191 $28K
Covestor Ltd 0.02% No change 179 $26K
Colonial Trust Co / SC 0.00% Add +201.7% 175 $25K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 173 $25K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -4.3% 157 $23K
McClarren Financial Advisors, Inc. 0.02% Add +2.0% 151 $22K
Stephens Consulting, LLC 0.01% No change 150 $22K
Blue Trust, Inc. 0.00% Reduce -74.9% 147 $21K
Dunhill Financial, LLC 0.02% Add +3.5% 147 $21K
Tyler-Stone Wealth Management 0.01% No change 142 $20K
Larson Financial Group LLC 0.00% Add +0.7% 141 $20K
Concord Wealth Partners 0.00% No change 138 $20K
NFSG Corp 0.01% Add +0.7% 137 $20K
Fortitude Family Office, LLC 0.01% No change 132 $19K
Accordant Advisory Group Inc 0.01% — 127 $18K
West Paces Advisors Inc. 0.00% No change 125 $18K
Dynamic Wealth Strategies, LLC 0.02% Reduce -24.6% 126 $18K
Harbor Investment Advisory, LLC 0.00% No change 119 $17K
Key Financial Inc 0.00% No change 118 $17K
Crewe Advisors LLC 0.00% New 118 $17K
GW&K Investment Management, LLC 0.00% Add +0.9% 109 $16K
Raleigh Capital Management Inc. 0.01% Add +144.4% 110 $16K
Gradient Investments LLC 0.00% Reduce -65.4% 101 $14K
ESL Trust Services, LLC 0.00% New 100 $14K
Westside Investment Management, Inc. 0.00% No change 100 $14K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $14K
Adirondack Trust Co. 0.01% Add +20.3% 95 $14K
Concourse Financial Group Securities, Inc. 0.00% Add +6.8% 94 $14K
Delta Asset Management LLC 0.00% No change 92 $13K
Valley National Advisers Inc. 0.00% Add +2.2% 94 $13K
Armstrong Advisory Group, Inc. 0.00% No change 96 $13K
Grove Bank & Trust 0.00% Reduce -34.6% 89 $13K
Operose Advisors LLC 0.00% No change 85 $12K
ICA Group Wealth Management, LLC 0.00% No change 83 $12K
Bangor Savings Bank 0.00% No change 83 $12K
Creative Financial Designs Inc. 0.00% Add +0.0% 80 $12K
Barrett & Company, Inc. 0.01% No change 80 $12K
Atticus Wealth Management, LLC 0.00% Add +1.3% 78 $11K
Bell Investment Advisors, Inc 0.00% Reduce -9.0% 71 $10K
Financial Management Professionals, Inc. 0.00% Add +7.9% 68 $10K
1832 Asset Management L.P. 0.00% Reduce -99.9% 69 $10K
Sachetta, LLC 0.00% No change 71 $10K
Venturi Wealth Management, LLC 0.00% Add +14.0% 57 $8K
Colonial Trust Advisors 0.00% Add +2500.0% 52 $7K
Semmax Financial Advisors Inc. 0.00% No change 51 $7K
Abound Wealth Management 0.00% Add +27.5% 51 $7K
Rosenberg Matthew Hamilton 0.00% Reduce -77.6% 51 $7K
Smithfield Trust Co 0.00% No change 50 $7K
Newton One Investments LLC 0.00% No change 48 $7K
Old Second National Bank of Aurora 0.00% No change 46 $7K
Aspire Private Capital, LLC 0.00% No change 44 $6K
Investors Research Corp 0.00% No change 43 $6K
Arax Advisory Partners 0.00% No change 40 $6K
WR Wealth Planners, LLC 0.00% New 37 $5K
Avion Wealth 0.00% Add +50.0% 33 $5K
Kiely Wealth Advisory Group, Inc. 0.00% New 34 $5K
Frazier Financial Advisors, LLC 0.00% No change 33 $5K
Private Wealth Management Group, LLC 0.00% Reduce -60.2% 33 $5K
First Financial Corp. 0.00% Reduce -90.1% 32 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.3% 29 $4K
MCF Advisors LLC 0.00% Add +16.7% 28 $4K
Carolinas Wealth Consulting LLC 0.00% No change 28 $4K
Eagle Bay Advisors LLC 0.00% No change 23 $3K
McIlrath & Eck, LLC 0.00% No change 23 $3K
Castleview Partners, LLC 0.00% Add +4.8% 22 $3K
Raffa Wealth Management, LLC 0.00% No change 22 $3K
Nemes Rush Group LLC 0.00% No change 21 $3K
Penserra Capital Management LLC 0.00% Reduce -98.3% 24 $3K
Trifecta Capital Advisors, LLC 0.00% No change 19 $3K
New Covenant Trust Company, N.A. 0.00% — 17 $2K
Core Alternative Capital 0.00% Reduce -84.8% 16 $2K
LRI Investments, LLC 0.00% — 15 $2K
Aspect Partners, LLC 0.00% No change 15 $2K
Stone House Investment Management, LLC 0.00% New 15 $2K
Frank, Rimerman Advisors LLC 0.00% No change 15 $2K
Quintet Private Bank (Europe) S.A. 0.00% New 13 $2K
Tidemark, LLC 0.00% No change 14 $2K
Versant Capital Management, Inc 0.00% No change 14 $2K
Tradewinds Capital Management, LLC 0.00% No change 11 $2K
Planning Capital Management Corp 0.00% New 10 $1K
First Command Advisory Services, Inc. 0.00% New 10 $1K
JFS Wealth Advisors, LLC 0.00% No change 9 $1K
TFC Financial Management, Inc. 0.00% Add +14.3% 8 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 8 $1K
Archer Investment Corp 0.00% No change 8 $1K
AlphaQuest LLC 0.00% New 7 $1K
Capital Advisors, Ltd. LLC 0.00% Add +350.0% 9 $1K
Cornerstone Planning Group LLC 0.00% New 6 $882
Sunbelt Securities, Inc. 0.00% Reduce -88.5% 6 $864
ClariVest Asset Management LLC 0.00% No change 5 $719
BBJS Financial Advisors, LLC 0.00% Reduce -93.1% 4 $588
Pacific Capital Wealth Advisors, Inc. 0.00% New 4 $576
Signature Resources Capital Management, LLC 0.00% No change 4 $538
Janiczek Wealth Management, LLC 0.00% Reduce -33.3% 2 $289
Johnson Financial Group, Inc. 0.00% No change 1 $145

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