Digital Realty TrustDLR

13F holders, Q2 2024 (June 30)
1,091holders +47
110new positions
64sold out
9famous investors
$151.98avg. 13F price*

At the end of Q2 2024, 1,091 institutions reported holding Digital Realty Trust Inc. (DLR) in their 13F filings, up 47 from Q1 2024. 110 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($7.7B), BlackRock Inc. ($5.2B) and Cohen & Steers, Inc. ($3.6B). 9 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset 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 → Q2 2024

InstitutionsTotal Value
New Positions110$314.6M
Exits64$162.1M

All 13F filers, Q1 2024 → Q2 2024: 23,889,539 shares bought and 14,363,750 shares sold, net +9,525,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,091 holders

Vanguard Group Inc. 0.15% Add +4.6% 50,729,698 $7.7B
BlackRock Inc. 0.12% Add +3.5% 34,275,762 $5.2B
Cohen & Steers, Inc. 7.47% Add +6.2% 23,419,058 $3.6B
State Street Corp. 0.13% Add +3.5% 20,175,914 $3.1B
Norges Bank 0.42% Add +13.1% 18,458,021 $2.8B
JPMorgan Chase & Co. 0.14% Add +35.1% 10,727,796 $1.6B
Bank of America Corp. 0.15% Reduce -2.8% 9,994,403 $1.5B
APG Asset Management US Inc. 8.00% Add +0.1% 9,188,030 $1.4B
Geode Capital Management, LLC 0.11% Add +8.4% 8,504,432 $1.3B
FMR LLC 0.05% Reduce -21.5% 4,947,684 $752.3M
Canada Pension Plan Investment Board 0.72% Add +3.1% 4,826,432 $733.9M
Daiwa Securities Group Inc. 3.88% Add +16.8% 4,725,971 $718.6M
Dimensional Fund Advisors LP 0.18% Add +5.3% 4,541,327 $690.5M
Morgan Stanley 0.05% Add +4.2% 4,390,510 $667.6M
Legal & General Group Plc 0.18% Add +0.9% 4,152,032 $631.3M
Principal Financial Group Inc. 0.36% Reduce -8.1% 3,993,266 $607.2M
Deutsche Bank AG 0.26% Add +29.2% 3,815,877 $580.2M
Charles Schwab Investment Management Inc. 0.10% Add +6.6% 3,518,012 $534.9M
Northern Trust Corp. 0.09% Add +4.4% 3,409,778 $518.5M
Invesco Ltd. 0.09% Reduce -37.6% 2,891,611 $439.7M
Resolution Capital Ltd 8.26% Add +27.8% 2,888,372 $439.2M
Goldman Sachs Group Inc. 0.08% Add +15.4% 2,824,712 $429.5M
Nuveen Asset Management, LLC 0.12% Add +3.0% 2,706,995 $414.8M
Centersquare Investment Management LLC 4.39% Add +2.6% 2,667,297 $405.6M
Royal Bank of Canada 0.09% Reduce -12.2% 2,411,760 $366.7M
Russell Investments Group, Ltd. 0.59% Add +8.9% 2,410,853 $365.9M
Bank of New York Mellon Corp 0.07% Add +2.7% 2,351,319 $357.5M
Pictet Asset Management Holding SA 0.39% Reduce -5.7% 2,217,408 $337.0M
Capital Research Global Investors 0.07% Add +0.1% 2,162,269 $328.8M
Aberdeen Group plc 0.49% Add +18.1% 1,666,969 $253.5M
Amundi 0.09% Add +0.6% 1,606,328 $243.7M
Sumitomo Mitsui Trust Group, Inc. 0.18% Reduce -3.4% 1,574,632 $239.4M
Prudential Financial Inc. 0.34% Add +8.9% 1,487,561 $226.2M
Sei Investments Co. 0.32% Add +11.2% 1,465,876 $222.9M
Massachusetts Financial Services Co. 0.07% Add +187.3% 1,447,340 $220.1M
HSBC Holdings PLC 0.11% Add +22.0% 1,163,948 $177.0M
Millennium Management 0.15% Reduce -7.5% 1,144,049 $174.0M
Duff & Phelps Investment Management Co. 2.14% Reduce -1.1% 1,104,015 $167.9M
Schroder Investment Management Group 0.16% Add +5.5% 974,451 $148.2M
UBS Group AG 0.04% Add +15.1% 940,561 $143.0M
Swiss National Bank 0.10% Add +1.9% 924,649 $140.6M
American Century Companies Inc. 0.08% Add +17.1% 875,330 $133.1M
Lasalle Investment Management Securities LLC 5.67% Reduce -10.6% 871,015 $132.4M
Alliancebernstein L.P. 0.04% Reduce -4.5% 830,309 $126.2M
Macquarie Group Ltd. 0.13% Add +0.0% 751,169 $114.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -79.5% 719,112 $109.3M
Barclays PLC 0.05% Add +15.7% 683,967 $104.0M
Aew Capital Management L P 4.83% Add +15.1% 656,915 $99.9M
Rhumbline Advisers 0.09% Add +6.4% 656,573 $99.8M
CANADA LIFE ASSURANCE Co 0.19% Reduce -1.4% 653,031 $99.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +18.5% 636,410 $96.8M
Asset Management One Co., Ltd. 0.36% Add +5.2% 619,209 $94.2M
Public Employees Retirement System of Ohio 0.36% Add +5.9% 602,282 $91.6M
Baron Capital (BAMCO) 0.25% Add +29.9% 582,604 $88.6M
Ameriprise Financial Inc. 0.02% Add +1.6% 569,174 $85.5M
Wellington Management Group LLP 0.01% Add +19.7% 551,948 $83.9M
California Public Employees Retirement System 0.06% Add +1.7% 548,123 $83.3M
UniSuper Management Pty Ltd 0.69% Reduce -19.9% 546,462 $83.1M
Bank of Montreal 0.03% Add +79.6% 544,411 $82.8M
Alyeska Investment Group, L.P. 0.47% Reduce -2.3% 532,898 $81.0M
STRS Ohio 0.31% Add +1.5% 523,197 $79.6M
Balyasny Asset Management L.P. 0.20% Reduce -23.9% 511,619 $77.8M
Franklin Resources Inc. 0.02% Add +13.1% 511,325 $77.7M
Heitman Real Estate Securities LLC 4.92% Add +55.6% 510,918 $77.7M
Adelante Capital Management LLC 6.04% Add +3.5% 503,300 $76.5M
Ghisallo Capital Management LLC 6.63% New 500,000 $76.0M
Manufacturers Life Insurance Company, The 0.07% Add +2.8% 498,830 $75.8M
Nomura Asset Management Co. Ltd. 0.26% Add +12.3% 493,259 $75.0M
California State Teachers Retirement System 0.09% Add +0.2% 470,621 $71.6M
Stifel Financial Corp. 0.08% Add +2.4% 467,551 $71.1M
Wells Fargo & Company 0.02% Reduce -0.2% 459,799 $69.9M
T. Rowe Price Associates Inc. 0.01% Add +9.5% 453,334 $68.9M
Pacer Advisors, Inc. 0.16% Add +168.6% 451,269 $68.6M
Homestead Advisers Corp 1.62% Reduce -1.8% 431,156 $65.6M
Kodai Capital Management LP 1.19% Reduce -18.2% 411,333 $62.5M
Waterfront Capital Partners, LLC 7.88% Add +25.9% 403,359 $61.3M
Envestnet Asset Management Inc. 0.02% Add +0.6% 391,051 $59.5M
Raymond James & Associates 0.04% Add +11.7% 387,499 $58.9M
Allianz Asset Management GmbH 0.10% Reduce -15.1% 386,606 $58.8M
GRS Advisors, LLC 6.67% Add +1710.1% 380,444 $57.8M
Aviva PLC 0.16% Add +37.3% 376,056 $57.2M
National Pension Service 0.06% Add +6.5% 364,236 $55.4M
Rockefeller Capital Management L.P. 0.15% Add +18.3% 357,973 $54.4M
FIL Ltd 0.05% Add +19.7% 347,561 $52.8M
Citigroup Inc. 0.05% Reduce -2.9% 340,426 $51.8M
AXA S.A. 0.15% Add +23.6% 335,564 $51.0M
Vision Capital Corp 16.01% New 324,469 $49.3M
PGGM Investments 0.70% Reduce -0.4% 320,360 $48.7M
State Board of Administration of Florida Retirement System 0.10% Reduce -4.7% 318,350 $48.4M
DekaBank Deutsche Girozentrale 0.09% Add +10.1% 317,375 $48.1M
Adage Capital Partners Gp, L.L.C. 0.09% Add +14.2% 316,300 $48.1M
Hazelview Securities Inc. 8.77% Reduce -2.1% 305,735 $46.4M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -18.4% 296,025 $45.0M
D. E. Shaw & Co. 0.07% Reduce -36.2% 292,031 $44.4M
New York State Teachers Retirement System 0.09% Reduce -2.6% 274,518 $41.7M
Pinebridge Investments, L.P. 0.31% Add +52.7% 255,510 $38.8M
Retirement Systems of Alabama 0.15% Reduce -46.3% 247,546 $37.6M
BNP Paribas Financial Markets 0.04% Reduce -53.6% 246,825 $37.5M
Guggenheim Capital LLC 0.27% Reduce -4.7% 246,143 $37.4M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Reduce -3.4% 234,500 $35.7M
Neuberger Berman Group LLC 0.03% Reduce -5.6% 231,731 $35.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% — 231,449 $35.2M
Brookfield Corp 0.22% Add +74.6% 230,489 $35.0M
State of New Jersey Common Pension Fund D 0.15% Reduce -31.6% 224,837 $34.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +5.9% 212,848 $32.4M
US Bancorp \de 0.04% Add +1.7% 210,397 $32.0M
Korea Investment CORP 0.08% Add +88.4% 209,726 $31.9M
Mubadala Investment Co PJSC 0.13% No change 209,359 $31.8M
New York State Common Retirement Fund 0.04% Add +6.3% 205,398 $31.2M
Gillson Capital LP 2.99% Add +61.9% 204,009 $31.0M
LPL Financial LLC 0.02% Add +14.6% 199,037 $30.3M
DigitalBridge Group, Inc. 2.70% New 198,667 $30.2M
Thematics Asset Management 1.21% No change 195,500 $29.7M
Electron Capital Partners, LLC 1.51% Reduce -40.6% 192,781 $29.3M
State of Alaska, Department of Revenue 0.33% Add +7.8% 191,471 $29.1M
Natixis Advisors, LLC 0.06% Add +15.1% 187,641 $28.5M
Moore Capital Management, LP 0.65% Reduce -81.4% 187,375 $28.5M
Cwm, LLC 0.13% Reduce -5.2% 183,663 $27.9M
Resona Asset Management Co.,Ltd. 0.17% Add +8.5% 185,727 $27.8M
Danske Bank A/S 0.10% Reduce -19.8% 180,735 $27.5M
Voya Investment Management LLC 0.03% Add +42.1% 177,245 $27.0M
Chevy Chase Trust Holdings, LLC 0.09% Add +5.6% 177,211 $26.9M
Pinnacle Associates Ltd. 0.42% Reduce -0.0% 176,411 $26.8M
SG Americas Securities, LLC 0.17% Add +326.0% 172,492 $26.2M
State of Wisconsin Investment Board 0.07% Reduce -4.8% 165,509 $25.2M
Creative Planning 0.03% Add +2.3% 164,626 $25.0M
Nisa Investment Advisors, LLC 0.16% Add +19.0% 162,497 $24.7M
ExodusPoint Capital Management, LP 0.27% Add +88.6% 161,140 $24.5M
Raymond James Financial Services Advisors, Inc. 0.03% Add +30.1% 160,997 $24.5M
Schonfeld Strategic Advisors LLC 0.19% Reduce -4.2% 160,374 $24.4M
Sun Life Financial Inc. 1.45% No change 159,881 $24.3M
Jane Street Group, LLC 0.03% Add +839.0% 158,818 $24.1M
Artisan Partners Limited Partnership 0.04% New 157,983 $24.0M
National Bank of Canada 0.04% Add +3.7% 148,647 $22.6M
Handelsbanken Fonder AB 0.10% Add +5.3% 146,224 $22.2M
Alberta Investment Management Corp 0.25% Reduce -4.7% 146,000 $22.2M
Ninety One UK Ltd 0.06% No change 145,000 $22.0M
State of Tennessee, Department of Treasury 0.08% Add +22.4% 144,831 $22.0M
Treasurer of the State of North Carolina 0.09% Add +4.1% 144,544 $22.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% Reduce -53.9% 142,467 $21.7M
Victory Capital Management Inc. 0.02% Add +39.6% 140,270 $21.3M
IFM Investors Pty Ltd 0.21% Add +134.3% 138,673 $21.1M
Storebrand Asset Management As 0.07% Add +4.3% 136,681 $20.8M
AQR Capital Management 0.03% Reduce -5.7% 137,416 $20.8M
Gratus Capital, LLC 0.83% Add +3.1% 134,661 $20.5M
Swedbank AB 0.03% Reduce -0.9% 133,915 $20.4M
Foresight Group Ltd Liability Partnership 10.72% Reduce -6.7% 172,196 $20.3M
Van Eck Associates Corp. 0.03% Reduce -0.9% 129,897 $19.8M
Payden & Rygel Investment Group 1.59% Reduce -7.8% 129,400 $19.7M
Payden & Rygel 1.59% Reduce -7.8% 129,400 $19.7M
Financial Counselors Inc. 0.32% Reduce -0.7% 129,398 $19.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Add +7.0% 128,446 $19.5M
Zimmer Partners, LP 0.37% Add +73.1% 125,994 $19.2M
Migdal Insurance & Financial Holdings Ltd. 0.32% No change 125,000 $19.0M
Vert Asset Management LLC 7.49% Add +6.2% 123,669 $18.8M
Alpha Cubed Investments, LLC 0.90% Add +195.5% 123,525 $18.8M
Commonwealth Equity Services, LLC 0.03% Reduce -2.6% 121,633 $18.5M
First Trust Advisors LP 0.02% Add +2.8% 119,236 $18.1M
1832 Asset Management L.P. 0.03% Add +172508.7% 119,100 $18.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Add +8.3% 118,793 $18.1M
TD Asset Management Inc 0.02% Add +9.0% 118,356 $18.0M
American Assets Capital Advisers, LLC 5.65% Reduce -21.1% 117,321 $17.8M
M&T Bank Corp 0.06% Add +2.1% 115,194 $17.5M
Toronto Dominion Bank 0.03% Reduce -39.0% 115,090 $17.5M
CBRE Investment Management Listed Real Assets LLC 0.32% Add +20.2% 114,181 $17.4M
Employees Retirement System of Texas 0.19% Reduce -22.4% 113,999 $17.3M
Chilton Capital Management LLC 0.74% Reduce -32.1% 107,715 $16.4M
Clearbridge Investments, LLC 0.01% Reduce -35.7% 105,667 $16.1M
Royal London Asset Management Ltd. 0.04% Add +5.6% 102,744 $15.6M
Polar Asset Management Partners Inc. 0.61% Add +60.0% 102,400 $15.6M
Citadel Advisors 0.01% Reduce -94.1% 97,673 $14.9M
MetLife Investment Management, LLC 0.09% Add +36.0% 96,432 $14.7M
Stony Point Capital LLC 3.71% New 94,963 $14.4M
New York Life Investment Management LLC 0.14% Add +1.5% 92,096 $14.0M
Janus Henderson Group PLC 0.01% Reduce -5.0% 90,821 $13.8M
Arizona State Retirement System 0.09% Add +4.2% 90,535 $13.8M
Kornitzer Capital Management Inc. 0.26% Reduce -0.1% 90,300 $13.7M
Baird Financial Group, Inc. 0.03% Add +17.3% 89,871 $13.7M
Susquehanna International Group, LLP 0.02% Add +21.0% 89,637 $13.6M
Corebridge Financial, Inc. 0.07% — 89,593 $13.6M
State of Michigan Retirement System 0.07% Add +7.1% 88,881 $13.5M
Marshall Wace, LLP 0.02% New 84,690 $12.9M
Uniplan Investment Counsel, Inc. 1.16% Reduce -15.7% 81,957 $12.5M
Truist Financial Corp. 0.02% Reduce -2.5% 81,790 $12.4M
Nissay Asset Management Corp. /Japan 0.08% Add +9.4% 79,433 $12.1M
Boston Common Asset Management, LLC 0.31% Reduce -3.4% 79,308 $12.1M
Rothschild Investment LLC 0.84% Add +0.0% 78,940 $12.0M
Novare Capital Management LLC 1.07% Reduce -8.9% 78,324 $11.9M
HighTower Advisors, LLC 0.02% Reduce -16.7% 77,238 $11.7M
Calamos Advisors LLC 0.08% Reduce -3.5% 76,946 $11.7M
Captrust Financial Advisors 0.04% Reduce -1.5% 76,772 $11.7M
Pacific Heights Asset Management LLC 0.90% No change 75,000 $11.4M
Jefferies Financial Group Inc. 0.24% Add +28.3% 74,710 $11.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.34% Add +1.6% 73,947 $11.2M
BI Asset Management Fondsmaeglerselskab A/S 0.18% Add +17.2% 72,955 $11.1M
Metis Global Partners, LLC 0.38% Add +10.3% 72,793 $11.1M
Zevin Asset Management LLC 1.78% Reduce -2.3% 72,356 $11.0M
Varma Mutual Pension Insurance Co 0.09% Reduce -11.5% 72,283 $11.0M
Brighton Jones LLC 0.36% Reduce -0.2% 71,174 $10.8M
USS Investment Management Ltd 0.09% Add +2.8% 71,075 $10.8M
Cullen/Frost Bankers, Inc. 0.16% Add +1.3% 70,698 $10.7M
Bogart Wealth, LLC 0.53% Reduce -3.1% 68,725 $10.4M
Corient Private Wealth LP 0.02% Add +0.0% 67,563 $10.3M
L & S Advisors Inc 1.29% Add +289.8% 66,240 $10.1M
Amalgamated Bank 0.08% Add +3.8% 65,520 $10.0M
AMF Tjanstepension AB 0.07% No change 65,319 $9.9M
Verition Fund Management LLC 0.08% Add +167.3% 64,539 $9.8M
KBC Group NV 0.03% Reduce -8.8% 63,406 $9.6M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +6.9% 63,340 $9.6M
Franklin Street Advisors Inc. 0.68% Reduce -0.7% 63,075 $9.6M
Mariner, LLC 0.02% Add +7.5% 62,482 $9.5M
Fayez Sarofim & Co 0.03% No change 62,447 $9.5M
Thrivent Financial for Lutherans 0.02% Add +0.5% 62,360 $9.5M
DNB Asset Management AS 0.04% Add +8.2% 62,043 $9.4M
Czech National Bank 0.11% Add +16.0% 61,836 $9.4M
Credit Agricole S A 0.06% Add +170.2% 61,756 $9.4M
Northstar Asset Management Inc. 2.36% Reduce -8.4% 60,731 $9.2M
Manning & Napier Advisors LLC 0.10% — 60,049 $9.1M
Teachers Retirement System of the State of Kentucky 0.08% No change 59,985 $9.1M
Renaissance Technologies 0.02% New 59,883 $9.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +65.4% 59,815 $9.1M
Steward Partners Investment Advisory, LLC 0.10% Add +6.4% 59,785 $9.1M
Agf Management Ltd. 0.05% Reduce -50.1% 59,540 $9.1M
ProShare Advisors LLC 0.02% Add +13.0% 59,342 $9.0M
Forsta Ap-Fonden 0.08% Reduce -7.2% 59,300 $9.0M
Contravisory Investment Management, Inc. 1.96% Add +3.8% 58,333 $8.9M
NFJ Investment Group, LLC 0.27% New 58,271 $8.9M
Alerus Financial NA 0.65% Add +12.0% 57,624 $8.8M
NorthCoast Asset Management LLC 0.07% Add +6.8% 57,468 $8.7M
Vestcor Inc 0.29% Add +15.3% 56,853 $8.6M
AEGON ASSET MANAGEMENT UK Plc 0.12% Reduce -16.7% 56,415 $8.6M
Makena Capital Management LLC 1.98% New 56,225 $8.5M
Grassi Investment Management 0.76% Reduce -0.9% 56,035 $8.5M
Yousif Capital Management, LLC 0.10% Add +3.0% 55,702 $8.5M
Pensionfund PDN 4.41% Add +3.0% 54,519 $8.3M
Cramer Rosenthal McGlynn LLC 0.49% Add +102.4% 54,520 $8.3M
Lyell Wealth Management, LP 0.78% Add +6.5% 53,986 $8.2M
Utah Retirement Systems 0.10% Add +1.5% 53,148 $8.1M
Aptus Capital Advisors, LLC 0.15% Add +31.2% 52,836 $8.0M
Todd Asset Management LLC 0.17% Reduce -0.5% 52,730 $8.0M
Silver Lake Advisory, LLC 1.92% Reduce -3.5% 51,024 $7.8M
LVM Capital Management Ltd. 0.87% Reduce -4.5% 50,146 $7.6M
Sora Investors LLC 1.40% New 50,000 $7.6M
Squarepoint Ops LLC 0.03% Add +76.7% 49,764 $7.6M
Focus Partners Wealth 0.03% Add +615.6% 48,174 $7.5M
Farmers & Merchants Investments Inc. 0.25% Add +2.4% 48,650 $7.4M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -0.9% 48,573 $7.4M
Bcwm, LLC 2.62% Add +4.8% 47,924 $7.3M
Susquehanna Portfolio Strategies, LLC 0.30% Reduce -22.9% 47,613 $7.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.1% 47,195 $7.2M
Wealthfront Advisers LLC 0.02% Reduce -1.3% 47,002 $7.1M
Rafferty Asset Management, LLC 0.03% Add +29.5% 46,976 $7.1M
Wesbanco Bank Inc. 0.27% Add +0.4% 46,920 $7.1M
Prudential PLC 0.05% Add +9.3% 46,156 $7.0M
Capital Investment Counsel, LLC 1.36% Add +5.2% 45,548 $6.9M
Public Sector Pension Investment Board 0.04% Add +26.7% 45,412 $6.9M
Pathstone Holdings, LLC 0.03% Add +1.6% 44,698 $6.8M
Xponance LLC 0.07% Add +3.6% 44,053 $6.7M
Beck Bode, LLC 1.35% New 44,052 $6.7M
Mutual of America Capital Management LLC 0.07% Add +2.9% 43,796 $6.7M
ING Groep NV 0.04% Add +5.2% 43,666 $6.6M
Gotham Asset Management 0.09% Add +1.5% 43,635 $6.6M
Sanctuary Advisors, LLC 0.05% — 46,421 $6.6M
CIBC Asset Management Inc 0.02% Add +1.5% 43,319 $6.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.3% 43,245 $6.6M
Edgemoor Investment Advisors, Inc. 0.61% Add +5.2% 42,627 $6.5M
Washington Trust Bank 0.63% Reduce -0.6% 41,901 $6.4M
Tufton Capital Management 1.24% Add +0.1% 41,779 $6.4M
Cyndeo Wealth Partners, LLC 0.50% Add +12.2% 41,615 $6.3M
Romano Brothers and Company 0.87% Reduce -0.0% 41,519 $6.3M
Cibc World Markets Corp. 0.04% Reduce -67.0% 41,208 $6.3M
Dean Investment Associates, LLC 0.89% Reduce -3.4% 41,047 $6.2M
LGT Capital Partners LTD. 0.21% No change 40,856 $6.2M
Raymond James Trust N.A. 0.15% Add +2.1% 40,765 $6.2M
Allworth Financial LP 0.04% Reduce -6.5% 39,933 $6.2M
FineMark National Bank & Trust 0.23% New 40,583 $6.2M
Naples Global Advisors, LLC 0.61% Reduce -0.5% 40,308 $6.1M
Mediolanum International Funds Ltd 0.10% Reduce -5.7% 43,694 $6.1M
Stephens Inc. 0.09% Add +1.8% 39,896 $6.1M
Fifth Third Bancorp 0.02% Reduce -1.7% 39,885 $6.1M
Allstate Corp. 0.49% Reduce -48.0% 39,667 $6.0M
Capital Investment Advisors, LLC 0.14% Reduce -0.4% 39,407 $6.0M
Foster Victor Wealth Advisors, LLC 0.50% New 36,854 $6.0M
Vident Advisory, LLC 0.16% Reduce -48.1% 39,148 $6.0M
Concentric Wealth Management, LLC 1.48% Add +1.8% 37,356 $5.7M
Keeler Thomas Management LLC 1.92% Reduce -1.2% 37,101 $5.6M
PNC Financial Services Group, Inc. 0.00% Add +1.8% 37,036 $5.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -86.2% 43,740 $5.6M
GSI Capital Advisors LLC 3.30% Add +1.0% 36,787 $5.6M
Dynamic Advisor Solutions LLC 0.17% Add +0.6% 36,558 $5.6M
Weatherly Asset Management L. P. 0.49% Add +14.8% 35,470 $5.4M
Royal Fund Management, LLC 0.71% Add +1.1% 34,421 $5.3M
Advisors Asset Management, Inc. 0.10% Add +13.5% 34,570 $5.3M
Westwood Holdings Group Inc. 0.04% Reduce -24.6% 34,500 $5.2M
APG Asset Management N.V. 0.01% Add +226.1% 36,634 $5.2M
Ensign Peak Advisors, Inc 0.01% Add +84.7% 33,699 $5.1M
Bank of Nova Scotia 0.01% Reduce -17.3% 33,194 $5.0M
Inspire Investing, LLC 0.57% Reduce -15.0% 32,712 $5.0M
United Capital Financial Advisors, LLC 0.04% Reduce -10.8% 32,617 $5.0M
Ilmarinen Mutual Pension Insurance Co 0.06% Reduce -15.1% 32,600 $5.0M
Cetera Investment Advisers 0.01% Add +2.3% 32,379 $4.9M
Ibex Wealth Advisors 0.75% Add +19.4% 31,669 $4.8M
Global Wealth Management Investment Advisory, Inc. 1.12% Add +4.2% 31,659 $4.8M
Osaic Holdings, Inc. 0.01% Reduce -10.0% 31,405 $4.8M
Adell Harriman & Carpenter Inc. 0.37% Add +9.6% 31,408 $4.8M
Ethic Inc. 0.11% Add +6.7% 31,291 $4.8M
Forest Hill Capital, LLC 3.90% No change 31,100 $4.7M
Janney Montgomery Scott LLC 0.01% Add +3.4% 30,896 $4.7M
Elo Mutual Pension Insurance Co 0.11% Add +10.5% 30,585 $4.7M
Reaves W H & Co. Inc. 0.16% No change 30,476 $4.6M
Armor Investment Advisors, LLC 2.13% Add +8.4% 30,414 $4.6M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.05% — 29,900 $4.5M
Garland Capital Management Inc. 3.20% Reduce -1.0% 29,790 $4.5M
Chronos Wealth Management, LLC 2.51% Add +6.3% 29,675 $4.5M
Benjamin F. Edwards & Company, Inc. 0.08% Add +17.2% 29,638 $4.5M
D.A. Davidson & Co. 0.04% Add +1.6% 29,621 $4.5M
UMB Bank, n.a. 0.07% Add +0.0% 29,451 $4.5M
Westpac Banking Corp. 0.35% Reduce -4.9% 29,406 $4.5M
Masterton Capital Management, LP 3.18% New 29,300 $4.5M
QRG Capital Management, Inc. 0.05% Add +652.4% 29,292 $4.5M
Mackenzie Financial Corp. 0.01% Add +1.3% 28,895 $4.4M
Lockheed Martin Investment Management Co. 0.25% Reduce -45.1% 28,780 $4.4M
Patten & Patten Inc. 0.30% Reduce -1.7% 28,553 $4.3M
Peapack Gladstone Financial Corp. 0.07% Add +3.0% 28,525 $4.3M
Cerity Partners LLC 0.01% Reduce -18.1% 28,331 $4.3M
Edgewood Management LLC 0.01% No change 28,101 $4.3M
Spirit of America Management Corp. 0.86% No change 28,031 $4.3M
Oregon Public Employees Retirement Fund 0.08% Add +7.7% 27,861 $4.2M
Assenagon Asset Management S.A. 0.01% Add +0.5% 27,794 $4.2M
Edge Capital Group, LLC 0.20% New 27,725 $4.2M
Patton Fund Management, Inc. 0.87% Reduce -13.1% 27,227 $4.1M
Huntington National Bank 0.04% Reduce -2.0% 26,921 $4.1M
MassMutual Private Wealth & Trust, FSB 0.12% Add +2.0% 26,773 $4.1M
Jamison Private Wealth Management, Inc. 0.68% Add +1.6% 26,767 $4.1M
Liberty Mutual Group Asset Management Inc. 0.60% Reduce -33.5% 26,760 $4.1M
Vanderbilt University 0.84% Add +1.6% 26,439 $4.0M
Canandaigua National Bank & Trust Co. 0.44% Add +0.2% 26,363 $4.0M
Allspring Global Investments Holdings, LLC 0.01% Add +71.3% 26,328 $4.0M
Pensionfund Sabic 1.17% Add +1.9% 26,247 $4.0M
Norinchukin Bank, The 0.11% Add +6.5% 26,099 $4.0M
DAVENPORT & Co LLC 0.02% Add +363.1% 25,725 $3.9M
Acadian Asset Management LLC 0.01% Add +856.4% 25,661 $3.9M
Harbor Advisors LLC 0.71% No change 25,552 $3.9M
Kestra Advisory Services, LLC 0.02% Add +8.8% 25,347 $3.9M
Maryland State Retirement & Pension System 0.07% Add +7.1% 25,165 $3.8M
Jennison Associates LLC 0.00% Reduce -92.6% 25,041 $3.8M
Mizuho Securities USA LLC 0.08% New 25,016 $3.8M
Fielder Capital Group LLC 1.46% New 24,966 $3.8M
Nicola Wealth Management LTD. 0.34% Add +4.9% 18,202 $3.8M
Shelton Capital Management 0.10% No change 24,897 $3.8M
Ossiam 0.07% Add +18.6% 24,892 $3.8M
Gulf International Bank (UK) Ltd 0.10% Reduce -5.3% 24,887 $3.8M
Equitable Holdings, Inc. 0.04% Add +7.9% 24,835 $3.8M
Point Windward Advisors Inc. 1.55% Reduce -3.5% 24,774 $3.8M
Texas Yale Capital Corp. 0.18% Add +2.3% 24,763 $3.8M
Torray Investment Partners LLC 0.56% Add +0.6% 24,551 $3.7M
Avantax Advisory Services, Inc. 0.03% Add +102.4% 24,338 $3.7M
Nordea Investment Management AB 0.00% Add +11.5% 23,764 $3.6M
Robeco Institutional Asset Management B.V. 0.01% Add +12.8% 23,602 $3.6M
Proquility Private Wealth Partners, LLC 1.21% Add +3.6% 23,405 $3.6M
Blair William & Co. 0.01% Add +9.6% 23,253 $3.5M
Abn Amro Investment Solutions 0.06% Reduce -11.7% 23,155 $3.5M
Trinity Legacy Partners, LLC 1.00% Add +1.3% 23,089 $3.5M
Kentucky Retirement Systems 0.10% Reduce -0.3% 22,940 $3.5M
Vanguard Personalized Indexing Management, LLC 0.07% Add +16.0% 23,240 $3.5M
Ar Asset Management Inc. 0.85% No change 22,840 $3.5M
Sagace Wealth Management LLC 3.39% — 22,198 $3.5M
Jones Financial Companies LLLP 0.00% Add +203.6% 22,582 $3.4M
Andra AP-fonden 0.06% Add +64.4% 22,200 $3.4M
MBB Public Markets I LLC 0.07% Add +619.5% 22,047 $3.4M
Swiss Life Asset Management Ltd 0.04% Add +26.4% 22,003 $3.3M
Oppenheimer Asset Management Inc. 0.04% Add +5.3% 21,926 $3.3M
Mirabaud Asset Management Ltd 1.53% Add +10.4% 21,921 $3.3M
Highline Wealth Partners LLC 1.25% Add +14.2% 21,795 $3.3M
Mendel Money Management 1.53% Reduce -18.2% 21,465 $3.3M
Keybank National Association 0.01% Add +1.5% 21,363 $3.2M
Cozad Asset Management Inc. 0.32% Reduce -0.3% 21,363 $3.2M
Banque Cantonale Vaudoise 0.13% Add +89.0% 21,352 $3.2M
Vectors Research Management, LLC 0.99% Add +38.1% 21,254 $3.2M
Naviter Wealth, LLC 0.48% Add +8.6% 21,046 $3.2M
Little House Capital LLC 1.00% Add +24.3% 21,022 $3.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +1.8% 20,838 $3.2M
Hartford Investment Management Co. 0.11% Add +6.2% 20,803 $3.2M
Flow State Investments, L.P. 1.72% New 20,593 $3.1M
Signet Investment Advisory Group, Inc. 1.65% Add +4.2% 20,288 $3.1M
Candriam S.C.A. 0.02% Add +12.0% 20,002 $3.0M
J. Safra Sarasin Holding AG 0.06% — 19,981 $3.0M
Bessemer Group Inc. 0.01% Add +0.5% 19,620 $3.0M
MML Investors Services, LLC 0.01% Add +7.9% 19,581 $3.0M
O'shaughnessy Asset Management, LLC 0.03% Add +9.4% 19,449 $3.0M
TCW Group Inc. 0.03% Add +3.0% 19,424 $3.0M
FourThought Financial Partners, LLC 0.38% Add +3.8% 19,394 $2.9M
Courier Capital LLC 0.23% Add +30.0% 19,047 $2.9M
Marshall Financial Group, LLC 0.80% Reduce -0.5% 18,848 $2.9M
ArrowMark Colorado Holdings LLC 0.03% No change 18,817 $2.9M
Stock Yards Bank & Trust Co. 0.09% Reduce -3.4% 18,679 $2.8M
Securian Asset Management, Inc. 0.08% Add +4.5% 18,584 $2.8M
Louisiana State Employees Retirement System 0.05% Add +4.5% 18,400 $2.8M
Cherry Creek Investment Advisors, Inc. 1.46% Add +0.7% 18,343 $2.8M
Benedict Financial Advisors Inc. 0.70% Reduce -0.6% 18,104 $2.8M
Mercer Global Advisors Inc. 0.01% Add +27.3% 17,797 $2.7M
One Capital Management, LLC 0.09% Add +733.9% 17,654 $2.7M
Presima Securities ULC 0.60% Add +0.3% 17,636 $2.7M
Loudon Investment Management, LLC 1.52% No change 17,050 $2.6M
Tealwood Asset Management Inc. 1.55% Reduce -18.6% 16,920 $2.6M
Atria Wealth Solutions, Inc. 0.03% Add +8.7% 16,899 $2.6M
Crossmark Global Holdings, Inc. 0.05% Reduce -0.1% 16,721 $2.5M
Hixon Zuercher, LLC 1.06% Reduce -5.0% 16,507 $2.5M
CI Investments Inc. 0.01% Add +33.6% 16,239 $2.5M
Iowa State Bank 0.54% Reduce -2.1% 16,190 $2.5M
SteelPeak Wealth, LLC 0.12% New 16,175 $2.5M
Gold Investment Management Ltd. 1.03% Reduce -9.6% 16,088 $2.4M
Redmond Asset Management, LLC 0.80% Reduce -9.9% 15,964 $2.4M
Brookstone Capital Management 0.04% Add +440.3% 15,441 $2.4M
Marco Investment Management LLC 0.22% Add +16.1% 15,850 $2.4M
Security National Bank of So Dak 1.43% Reduce -0.1% 15,701 $2.4M
Sound View Wealth Advisors Group, LLC 0.24% Reduce -3.4% 15,539 $2.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +23.8% 15,416 $2.3M
Capital Square, LLC 1.52% Reduce -11.3% 15,036 $2.3M
Oppenheimer & Co. Inc. 0.04% Reduce -0.9% 15,360 $2.3M
Arcadia Investment Management Corp. 0.40% Add +1.2% 15,328 $2.3M
Perpetual Ltd 0.03% Add +11.8% 15,320 $2.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -1.0% 15,316 $2.3M
New Mexico Educational Retirement Board 0.08% No change 15,250 $2.3M
Cumberland Partners Ltd 0.17% Reduce -29.1% 15,165 $2.3M
Dakota Wealth Management 0.05% Add +13.2% 15,157 $2.3M
Kettle Hill Capital Management, LLC 0.58% New 15,081 $2.3M
Stratos Investment Management, LLC 0.19% Add +54.4% 15,071 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +15.7% 14,976 $2.3M
Taylor Frigon Capital Management LLC 1.07% Reduce -2.4% 14,845 $2.3M
JPL Wealth Management, LLC 1.10% Add +3.2% 14,772 $2.2M
Sheaff Brock Investment Advisors, LLC 0.21% Reduce -3.4% 14,771 $2.2M
NewEdge Advisors, LLC 0.02% Add +16.1% 14,763 $2.2M
Peterson Wealth Management 1.36% Add +8.8% 14,468 $2.2M
Symphony Financial, Ltd. Co. 0.40% Reduce -3.8% 14,780 $2.2M
Security National Bank of Sioux City Iowa 1.57% Reduce -0.1% 14,355 $2.2M
Twin Capital Management Inc. 0.26% Add +3.5% 14,266 $2.2M
Green Alpha Advisors, LLC 1.72% Reduce -8.8% 14,106 $2.1M
Pine Valley Investments Ltd Liability Co 0.16% Add +1.1% 14,055 $2.1M
Hunter Associates Investment Management LLC 0.36% No change 14,077 $2.1M
Forte Capital LLC 0.26% Add +21.0% 14,022 $2.1M
Sigma Planning Corp 0.07% Reduce -8.3% 13,987 $2.1M
Tabor Asset Management, LP 1.14% New 14,160 $2.1M
GYL Financial Synergies, LLC 0.16% Add +0.0% 13,615 $2.1M
Front Row Advisors LLC 0.72% Reduce -0.1% 13,600 $2.1M
Signature Wealth Management Group 0.90% Reduce -1.3% 13,553 $2.1M
Harrington Investments, INC 1.16% Add +0.9% 13,422 $2.0M
Rakuten Investment Management, Inc. 0.01% Add +67.6% 13,648 $2.0M
AE Wealth Management LLC 0.02% Add +4.4% 13,321 $2.0M
E. Ohman J:or Asset Management AB 0.05% No change 12,900 $2.0M
Stolper Co 0.68% Reduce -0.2% 12,727 $1.9M
Delta Capital Management LLC 1.19% Add +0.3% 12,715 $1.9M
GeoWealth Management, LLC 0.08% Add +32.9% 12,655 $1.9M
Motley Fool Asset Management LLC 0.13% Add +36.8% 12,608 $1.9M
Nikulski Financial, Inc. 0.60% Add +20.4% 12,343 $1.9M
Ieq Capital, LLC 0.03% Add +14.2% 12,248 $1.9M
Florida Trust Wealth Management Co 0.06% Reduce -0.7% 12,152 $1.8M
Sequoia Financial Advisors, LLC 0.02% Add +15.1% 12,104 $1.8M
Van Lanschot Kempen Investment Management N.V. 0.02% Add +853.1% 12,028 $1.8M
WealthShield Partners, LLC 0.28% Add +8.8% 12,021 $1.8M
Crestwood Advisors Group, LLC 0.04% Add +1.7% 11,995 $1.8M
Phoenix Financial Ltd. 0.03% Reduce -7.6% 12,051 $1.8M
Private Advisor Group, LLC 0.01% Add +30.3% 11,979 $1.8M
Pathway Financial Advisers, LLC 0.65% Add +0.7% 12,014 $1.8M
Slagle Financial, LLC 0.93% Add +4.6% 11,888 $1.8M
Chartwell Investment Partners, LLC 0.06% Reduce -70.4% 11,836 $1.8M
First Trust Direct Indexing L.P. 0.11% Add +12.9% 11,786 $1.8M
Tower Research Capital LLC (TRC) 0.03% Reduce -7.0% 11,757 $1.8M
Wolverine Trading, LLC 0.03% Add +270.9% 11,662 $1.8M
Natixis 0.01% Reduce -84.0% 11,653 $1.8M
Beck Capital Management, LLC 0.48% Add +1.6% 11,579 $1.8M
Cim Investment Management Inc. 0.54% Reduce -0.6% 11,556 $1.8M
Caprock Group, LLC 0.07% Add +1.1% 11,503 $1.7M
Robbins Farley 0.93% Add +14.1% 11,490 $1.7M
Liontrust Investment Partners LLP 0.02% No change 11,178 $1.7M
Y-Intercept (Hong Kong) Ltd 0.09% Reduce -8.6% 11,106 $1.7M
Arrow Financial Corp 0.16% No change 11,000 $1.7M
Atlantic Union Bankshares Corp 0.10% Reduce -3.6% 10,712 $1.6M
Condor Capital Management 0.16% New 10,698 $1.6M
Kingswood Wealth Advisors, LLC 0.15% Add +61.3% 10,604 $1.6M
Stiles Financial Services Inc 0.62% Add +25.5% 10,531 $1.6M
Hall Capital Management Co. Inc. 0.76% New 10,418 $1.6M
Glenmede Trust Co. NA 0.01% Reduce -0.5% 10,397 $1.6M
Occidental Asset Management, LLC 0.28% Add +8.3% 10,331 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +7.5% 10,327 $1.6M
Smith Salley Wealth Management 0.11% Add +16.4% 10,198 $1.6M
Snowden Capital Advisors LLC 0.05% Add +1.4% 10,193 $1.5M
Moloney Securities Asset Management, LLC 0.22% Reduce -0.4% 10,099 $1.5M
MAI Capital Management 0.02% Add +61.5% 10,072 $1.5M
Arbor Capital Management Inc. 1.40% Reduce -1.9% 10,063 $1.5M
NEOS Investment Management LLC 0.06% Add +42.5% 10,015 $1.5M
SVB Wealth LLC 0.04% Reduce -8.0% 9,923 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -1.8% 9,819 $1.5M
Kestra Private Wealth Services, LLC 0.03% Add +0.9% 9,801 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +1.4% 9,715 $1.5M
Global Retirement Partners, LLC 0.05% Add +1092.4% 9,694 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.47% Reduce -3.2% 9,634 $1.5M
U.S. Capital Wealth Advisors, LLC 0.06% Add +1.8% 9,495 $1.4M
Trust Co. of Toledo NA 0.21% No change 9,493 $1.4M
First National Trust Co 0.06% Reduce -15.5% 9,488 $1.4M
Exchange Traded Concepts, LLC 0.04% Add +184.2% 9,357 $1.4M
Susquehanna Fundamental Investments, LLC 0.03% Reduce -49.3% 9,334 $1.4M
Boomfish Wealth Group, LLC 0.91% Reduce -0.3% 9,282 $1.4M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -4.9% 9,282 $1.4M
Access Financial Services, Inc. 0.64% Add +11.6% 9,273 $1.4M
Roman Butler Fullerton & Co. 0.45% Add +25.2% 8,922 $1.4M
Legacy Bridge, LLC 0.82% Add +0.0% 9,112 $1.4M
Bokf, NA 0.02% Add +106.8% 9,085 $1.4M
Norway Savings Bank 0.79% Add +4.3% 9,063 $1.4M
Werlinich Asset Management, LLC 0.85% No change 9,233 $1.4M
Albion Financial Group 0.10% Add +1.0% 9,026 $1.4M
Atria Investments, Inc 0.02% Reduce -6.1% 8,887 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +6.6% 8,799 $1.3M
Apollon Wealth Management, LLC 0.04% Reduce -9.0% 8,794 $1.3M
Choreo, LLC 0.02% Add +86.8% 8,782 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.2% 8,761 $1.3M
Hennion & Walsh Asset Management, Inc. 0.07% Add +255.4% 8,701 $1.3M
AIA Group Ltd 0.04% Add +6.1% 8,700 $1.3M
Greenwood Capital Associates LLC 0.17% Reduce -0.8% 8,623 $1.3M
Legacy Capital Group California, Inc. 0.47% Add +0.7% 8,614 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 8,510 $1.3M
Telos Capital Management, Inc. 0.14% Reduce -0.3% 8,498 $1.3M
PFG Investments, LLC 0.09% Add +0.1% 8,402 $1.3M
Prudent Man Advisors, LLC 0.45% Add +4.2% 8,373 $1.3M
Trust Co. of Vermont 0.07% Reduce -9.7% 8,251 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.2% 8,198 $1.2M
Boothbay Fund Management, LLC 0.04% Reduce -46.8% 8,177 $1.2M
Ninepoint Partners LP 0.13% Add +2.5% 8,156 $1.2M
InTrack Investment Management Inc 0.88% Reduce -9.1% 8,154 $1.2M
Horizon Investments, LLC 0.03% Add +58.7% 8,121 $1.2M
Paragon Private Wealth Management, LLC 0.70% Reduce -0.6% 8,114 $1.2M
Correct Capital Wealth Management 0.28% Add +14.2% 7,980 $1.2M
Park Avenue Securities LLC 0.01% Add +13.7% 7,869 $1.2M
Horst & Graben Wealth Management LLC 0.23% No change 7,761 $1.2M
Ballentine Partners, LLC 0.02% Add +6.2% 7,730 $1.2M
Intact Investment Management Inc. 0.04% Reduce -83.2% 7,700 $1.2M
F/m Investments LLC 0.04% New 7,610 $1.2M
Retirement Planning Co of New England, Inc. 0.62% Reduce -0.6% 7,525 $1.1M
Tidal Investments LLC 0.02% Reduce -57.2% 7,425 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% No change 7,414 $1.1M
Azzad Asset Management Inc. 0.13% New 7,363 $1.1M
Integral Investment Advisors, Inc. 0.41% Add +41.8% 7,493 $1.1M
Commerce Bank 0.01% Reduce -6.3% 7,310 $1.1M
Ostrum Asset Management 0.10% Reduce -14.6% 7,303 $1.1M
Advisors Management Group Inc. 0.28% No change 7,274 $1.1M
Pinnacle Financial Partners Inc 0.02% Add +3.6% 7,260 $1.1M
Group One Trading LLC 0.03% Add +1275.7% 7,250 $1.1M
Scotia Capital Inc. 0.01% Reduce -0.4% 7,207 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -1.1% 7,190 $1.1M
Panagora Asset Management Inc. 0.01% Reduce -21.3% 7,185 $1.1M
Trustmark Bank Trust Department 0.09% New 7,176 $1.1M
Shepherd Financial Partners LLC 0.14% Add +1.4% 7,171 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +45.0% 7,133 $1.1M
TD Waterhouse Canada Inc. 0.01% Reduce -0.9% 7,100 $1.1M
Oak Asset Management, LLC 0.39% Add +4.4% 7,074 $1.1M
Fred Alger Management, LLC 0.01% Add +87.0% 7,035 $1.1M
Glaxis Capital Management, LLC 1.85% No change 7,000 $1.1M
Investment Management Corp of Ontario 0.03% Add +43.0% 6,985 $1.1M
Mainstay Capital Management LLC 0.19% Add +12.4% 6,982 $1.1M
Bright Futures Wealth Management, LLC. 0.58% Add +0.7% 7,026 $1.1M
Federated Hermes, Inc. 0.00% Add +49.9% 6,931 $1.1M
Infrastructure Capital Advisors, LLC 0.17% New 6,930 $1.1M
Baillie Gifford & Co. 0.00% Add +12.7% 6,883 $1.0M
Kintegral Advisory, LLC 0.10% Reduce -6.3% 6,873 $1.0M
SFE Investment Counsel 0.23% Reduce -3.5% 6,864 $1.0M
Leisure Capital Management 0.49% Reduce -0.1% 6,846 $1.0M
High Note Wealth, LLC 0.31% Reduce -1.2% 6,775 $1.0M
Great Lakes Retirement, Inc. 0.14% Reduce -1.2% 6,722 $1.0M
Quantinno Capital Management LP 0.02% Add +39.4% 6,711 $1.0M
Systematic Financial Management LP 0.03% No change 6,673 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.4% 6,623 $1.0M
Carret Asset Management, LLC 0.12% No change 6,620 $1.0M
Sumitomo Life Insurance Co. 0.02% Reduce -11.0% 6,616 $1.0M
1776 Wealth LLC 0.45% New 6,602 $1.0M
Centiva Capital, LP 0.05% New 6,519 $991K
Verity Asset Management, Inc. 0.39% Add +95.7% 6,494 $988K
Meeder Advisory Services, Inc. 0.07% Add +40.5% 6,438 $979K
HB Wealth Management, LLC 0.01% Add +89.1% 6,353 $966K
Lanark Financial, Inc. 0.09% Reduce -4.7% 6,289 $956K
Integrated Wealth Concepts LLC 0.01% Reduce -1.7% 6,210 $944K
CNB Bank 0.45% Reduce -50.0% 6,189 $941K
Gilman Hill Asset Management, LLC 0.17% Add +1.1% 6,179 $940K
Praxis Investment Management Inc. 0.06% No change 6,730 $934K
Synovus Financial Corp. 0.01% Reduce -0.3% 6,109 $929K
Teacher Retirement System of Texas 0.01% Reduce -21.1% 6,072 $923K
Bramshill Investments, LLC 0.10% Reduce -2.3% 6,054 $921K
Groupama Asset Managment 0.01% Add +102.5% 7,965 $917K
Brown Advisory Inc. 0.00% Reduce -17.6% 5,917 $900K
GTS Securities LLC 0.02% Reduce -50.7% 5,885 $895K
Resources Management Corp. /CT/ 0.13% Reduce -22.3% 5,845 $889K
Independent Advisor Alliance 0.03% Reduce -7.3% 5,785 $880K
GAMMA Investing LLC 0.12% Add +105.3% 5,733 $872K
Rowlandmiller & Partners.adv 0.19% Add +0.5% 5,728 $871K
Convergence Financial, LLC 0.23% New 5,715 $869K
Jacobi Capital Management LLC 0.08% Reduce -1.2% 5,705 $867K
Vontobel Holding Ltd. 0.00% Reduce -6.0% 5,674 $863K
GC Wealth Management RIA, LLC 0.17% Add +174.6% 5,667 $862K
Fort Sheridan Advisors LLC 0.14% Add +0.8% 5,655 $860K
Gladstone Institutional Advisory LLC 0.04% Reduce -0.1% 5,638 $857K
Advisory Services Network, LLC 0.02% Reduce -0.3% 5,584 $849K
Principal Securities, Inc. 0.02% Add +14.4% 5,532 $841K
Moneta Group Investment Advisors LLC 0.01% Add +36.5% 5,491 $835K
Cove Private Wealth, LLC 0.68% No change 5,450 $829K
Wright Investors Service Inc. 0.21% New 5,345 $813K
Johnson Investment Counsel Inc. 0.01% Add +5.2% 5,270 $801K
Caldwell Sutter Capital, Inc. 0.39% Reduce -6.0% 5,242 $797K
Wulff, Hansen & Co. 0.79% No change 5,234 $796K
Leavell Investment Management, Inc. 0.04% Add +62.2% 5,217 $793K
McKinley Capital Management LLC 0.14% Add +12.3% 5,213 $793K
Federation des caisses Desjardins du Quebec 0.00% Add +410.3% 5,195 $790K
Mystic Asset Management, Inc. 0.32% Add +0.6% 5,183 $788K
Profund Advisors LLC 0.03% Add +10.1% 5,160 $785K
1ST Source Bank 0.05% Add +1.1% 5,101 $776K
Harvest Portfolios Group Inc. 0.03% Add +7.4% 5,076 $772K
Legacy Advisors, LLC 0.09% Add +2.7% 5,063 $770K
American Assets Investment Management, LLC 0.07% Reduce -11.3% 5,063 $770K
Goelzer Investment Management, Inc. 0.04% Reduce -2.5% 5,050 $768K
Coldstream Capital Management Inc. 0.02% Add +0.1% 5,044 $767K
Lavaca Capital LLC 0.42% No change 5,000 $760K
Paloma Partners Management Co 0.08% New 4,942 $751K
Probity Advisors, Inc. 0.15% Reduce -1.7% 4,887 $743K
Chiron Investment Management, LLC 0.29% Add +414.4% 4,871 $741K
Old Mission Capital LLC 0.02% New 4,870 $740K
Savant Capital, LLC 0.01% Reduce -14.6% 4,865 $740K
Plan Group Financial, LLC 0.45% Add +98.1% 4,855 $738K
IHT Wealth Management, LLC 0.03% Add +7.1% 4,852 $738K
Atom Investors LP 0.07% New 4,829 $734K
HighPoint Advisor Group LLC 0.04% Add +5.2% 5,061 $734K
V-Square Quantitative Management LLC 0.12% Reduce -12.0% 4,825 $734K
Mission Creek Capital Partners, Inc. 0.18% Reduce -12.1% 4,741 $721K
Frank, Rimerman Advisors LLC 0.05% Add +31253.3% 4,703 $715K
Nomura Holdings Inc. 0.00% Add +20.6% 4,698 $714K
Checchi Capital Advisers, LLC 0.06% Add +2.4% 4,693 $714K
Wealthspire Advisors, LLC 0.01% Reduce -1.6% 4,684 $712K
James Investment Research, Inc. 0.08% Reduce -0.9% 4,675 $711K
Schnieders Capital Management LLC 0.14% No change 4,663 $709K
Spectrum Asset Management, Inc. (NB/CA) 0.33% New 4,658 $708K
Lido Advisors, LLC 0.01% Add +20.2% 4,627 $704K
Freedom Investment Management, Inc. 0.06% Add +2.8% 4,619 $702K
Pasadena Private Wealth, LLC 0.16% Reduce -10.7% 4,607 $701K
Heritage Investors Management Corp. 0.02% Reduce -6.6% 4,602 $700K
Townsquare Capital LLC 0.01% Add +12.1% 4,582 $697K
Empowered Funds, LLC 0.01% Reduce -1.9% 4,520 $687K
ABN AMRO Bank N.V. 0.01% Reduce -2.3% 4,481 $687K
Grandeur Peak Global Advisors, LLC 0.05% Reduce -9.4% 4,490 $683K
Lazard Asset Management LLC 0.00% Add +8.5% 4,459 $677K
Montecito Bank & Trust 0.14% Reduce -7.5% 4,422 $672K
Parallel Advisors, LLC 0.02% Add +3.5% 4,394 $668K
Moody National Bank Trust Division 0.05% Reduce -0.2% 4,393 $668K
Qtron Investments LLC 0.10% No change 4,386 $667K
Cibc World Market Inc. 0.00% Add +102.3% 4,381 $666K
RB Capital Management, LLC 0.18% Add +2.0% 4,336 $659K
EP Wealth Advisors, LLC 0.01% Reduce -0.4% 4,301 $654K
First United Bank & Trust 0.24% Add +10.4% 4,284 $651K
Greenleaf Trust 0.01% Add +2.5% 4,255 $647K
Sfmg, LLC 0.06% Add +0.3% 4,197 $638K
Pacific Sun Financial Corp 0.38% Add +1.0% 4,193 $638K
Bleakley Financial Group, LLC 0.02% Add +18.1% 4,173 $635K
Simplicity Wealth,LLC 0.01% Add +18.1% 4,171 $634K
Diligent Investors, LLC 0.16% No change 4,168 $634K
Quantitative Investment Management, LLC 0.07% New 4,155 $631K
Cascade Investment Group, Inc. 0.49% Reduce -1.7% 4,137 $629K
Tacita Capital Inc 0.44% Add +48.7% 4,136 $629K
Alpine Woods Capital Investors, LLC 0.10% Reduce -8.4% 4,105 $624K
Richard W. Paul & Associates, LLC 0.24% Add +1.2% 4,087 $621K
Advocate Group LLC 0.12% No change 3,998 $608K
Harvest Fund Management Co., Ltd 0.04% Add +25.3% 3,987 $606K
Arkadios Wealth Advisors 0.04% Add +88.3% 3,979 $605K
Hilltop National Bank 0.19% Reduce -0.5% 3,973 $604K
Strategic Wealth Partners, Ltd. 0.06% Add +23.5% 3,910 $594K
Signaturefd, LLC 0.01% Add +5.3% 3,903 $593K
New Hampshire Trust 0.13% Reduce -5.4% 3,890 $591K
Orion Porfolio Solutions, LLC 0.01% Add +10.8% 3,880 $590K
Orion Portfolio Solutions, LLC 0.01% Add +10.8% 3,880 $590K
Dorsey & Whitney Trust CO LLC 0.04% Add +2.6% 3,873 $589K
Kovack Advisors, Inc. 0.06% Add +2.2% 3,862 $587K
Mutual Advisors, LLC 0.02% Add +8.1% 3,939 $580K
Nvwm, LLC 0.15% Reduce -4.6% 3,781 $575K
Clear Creek Financial Management, LLC 0.07% Add +0.8% 3,777 $574K
Sage Capital Management, LLC 0.30% Add +0.2% 3,703 $563K
Cerro Pacific Wealth Advisors LLC 0.21% — 3,684 $560K
Whittier Trust Co. 0.01% Reduce -19.9% 3,654 $556K
Intrua Financial, LLC 0.09% Add +144.9% 3,652 $555K
Lake Street Advisors Group, LLC 0.03% Reduce -7.5% 3,637 $553K
LongView Wealth Management 0.20% Add +5.9% 3,613 $549K
Sompo Asset Management Co., Ltd. 0.09% Reduce -4.2% 3,610 $549K
Schechter Investment Advisors, LLC 0.04% Add +2.2% 3,593 $546K
Wedmont Private Capital 0.03% Add +62.1% 3,447 $546K
Ferguson Wellman Capital Management, Inc. 0.01% Add +3.9% 3,563 $542K
Western Wealth Management, LLC 0.04% Reduce -2.9% 3,472 $528K
Siemens Fonds Invest GmbH 0.04% Add +7.3% 3,459 $526K
Hancock Whitney Corp. 0.02% Reduce -8.5% 3,442 $523K
Bard Financial Services, Inc. 0.05% No change 3,440 $523K
Fifth Lane Capital, LP 1.16% New 3,421 $520K
J. W. Coons Advisors, LLC 0.10% No change 3,408 $518K
Capstone Investment Advisors, LLC 0.02% Reduce -97.7% 3,398 $517K
Assetmark, Inc. 0.00% Add +4.8% 3,389 $515K
Willner & Heller, LLC 0.49% Add +0.8% 3,376 $513K
Premier Path Wealth Partners, LLC 0.09% Reduce -0.7% 3,336 $507K
NewEdge Wealth, LLC 0.01% Reduce -29.1% 3,307 $503K
Concurrent Investment Advisors, LLC 0.02% Add +6.4% 3,299 $502K
Cigna Investments Inc. 0.09% Add +3.0% 3,287 $500K
First Commonwealth Financial Corp 0.13% New 3,274 $498K
NovaPoint Capital, LLC 0.16% Add +0.9% 3,183 $484K
Evergreen Capital Management LLC 0.02% Add +4.3% 3,148 $479K
International Assets Investment Management, LLC 0.04% Add +7.6% 3,140 $477K
Aldebaran Financial Inc. 0.62% Reduce -6.1% 3,130 $476K
Carnegie Investment Counsel 0.01% Reduce -0.9% 3,097 $471K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -15.5% 3,094 $470K
LYNX Capital Group Ltd. 0.33% New 3,091 $470K
American Investment Services, Inc. 0.08% Reduce -8.0% 3,078 $468K
Jump Financial, LLC 0.01% Reduce -63.7% 3,065 $466K
Omnia Family Wealth, LLC 0.20% Reduce -0.2% 3,055 $465K
BluePointe Capital Management, LLC 0.31% Add +0.1% 3,042 $463K
Private Trust Co. NA 0.05% Reduce -9.8% 2,987 $454K
Greystone Financial Group, LLC 0.09% Reduce -31.6% 2,918 $444K
KCM Investment Advisors LLC 0.02% Add +4.9% 2,901 $441K
Spire Wealth Management 0.02% Reduce -2.4% 2,884 $438K
AlphaStar Capital Management, LLC 0.04% Add +9.3% 2,876 $437K
Valeo Financial Advisors, LLC 0.01% Add +0.9% 2,874 $437K
Hamilton Capital Partners Inc. 0.05% New 2,863 $435K
First Financial Bank - Trust Division 0.04% No change 2,840 $432K
Illinois Municipal Retirement Fund 0.01% No change 2,823 $429K
Evercore Wealth Management, LLC 0.01% Add +4.8% 2,820 $429K
Mather Group, Llc. 0.01% Add +4.2% 2,960 $426K
River Wealth Advisors LLC 0.06% Reduce -35.2% 2,772 $421K
Ascentis Independent Advisors 0.09% — 2,755 $419K
CIBC Private Wealth Group LLC 0.00% Add +24.5% 2,685 $413K
Quadrant Capital Group LLC 0.03% Add +12.7% 2,704 $411K
Sandy Spring Bank 0.02% Add +2.0% 2,698 $410K
Wedbush Securities Inc. 0.01% Add +34.7% 2,685 $408K
NorthRock Partners, LLC 0.02% Add +4.3% 2,648 $403K
Great Lakes Advisors, LLC 0.00% Reduce -36.8% 2,620 $398K
Lederer & Associates Investment Counsel 0.29% No change 2,596 $395K
Versor Investments LP 0.07% Reduce -16.2% 2,597 $395K
Relative Value Partners Group, LLC 0.05% New 2,540 $386K
Lake Street Private Wealth, LLC 0.05% Add +3.1% 2,540 $386K
Channel Wealth LLC 0.14% No change 2,535 $385K
Summit Place Financial Advisors, LLC 0.22% No change 2,500 $380K
OMERS ADMINISTRATION Corp 0.00% New 2,500 $380K
Fifth Third Wealth Advisors LLC 0.03% New 2,499 $380K
First Hawaiian Bank 0.01% New 2,497 $380K
Walleye Trading LLC 0.01% Reduce -65.1% 2,492 $379K
Argent Trust Co 0.02% Reduce -0.6% 2,443 $371K
Prairie Sky Financial Group LLC 0.23% No change 2,440 $371K
Emprise Bank 0.23% Reduce -15.4% 2,430 $369K
CPC Advisors, LLC 0.06% Add +30.4% 2,421 $368K
Waterloo Capital, L.P. 0.04% New 2,419 $368K
Smith Anglin Financial, LLC 0.04% Add +0.7% 2,405 $366K
Bridgewater Associates 0.00% Reduce -47.2% 2,388 $363K
American Institute for Advanced Investment Management, LLP 0.28% Add +43.8% 2,380 $362K
Cullinan Associates Inc. 0.02% Reduce -7.9% 2,319 $353K
Merit Financial Group, LLC 0.01% Reduce -5.7% 2,314 $352K
Yelin Lapidot Holdings Management Ltd. 0.06% No change 2,300 $350K
Garrison Asset Management, LLC 0.18% Add +3.6% 2,277 $346K
Kingsview Wealth Management, LLC 0.01% Reduce -1.2% 2,277 $346K
Harbour Investments, Inc. 0.01% Add +1.8% 2,259 $343K
Dearborn Partners LLC 0.01% Add +4.0% 2,255 $343K
Cetera Trust Company, N.A 0.21% No change 2,245 $341K
Graypoint LLC 0.02% Add +22.3% 2,243 $341K
Daymark Wealth Partners, LLC 0.02% No change 2,240 $341K
Catalina Capital Group, LLC 0.13% Add +4.6% 2,237 $340K
McGowan Group Asset Management, Inc. 0.05% No change 2,230 $339K
ORG Partners LLC 0.04% New 2,225 $339K
Iams Wealth Management, LLC 0.18% New 2,212 $336K
Parallax Volatility Advisers, L.P. 0.01% New 2,212 $336K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -5.3% 2,210 $336K
Commerzbank Aktiengesellschaft 0.01% Reduce -47.0% 2,201 $335K
Buckingham Capital Management, Inc. 0.04% Reduce -19.1% 2,190 $333K
MTM Investment Management, LLC 0.14% No change 2,169 $330K
Avantax Planning Partners, Inc. 0.01% No change 2,158 $328K
Gerber, LLC 0.26% No change 2,140 $325K
Independent Financial Group, LLC 0.01% Add +0.6% 2,134 $324K
Columbia Bank 0.12% New 2,117 $322K
Elmwood Wealth Management, Inc. 0.14% New 2,112 $321K
Silvercrest Asset Management Group LLC 0.00% No change 2,094 $318K
Dakota Community Bank & Trust NA 1.71% Reduce -5.5% 2,089 $318K
Hutchens & Kramer Investment Management Group, LLC 0.17% Add +2.7% 2,077 $316K
Lewis Asset Management, LLC 0.24% Add +0.8% 2,055 $312K
Orange Investment Advisors, Inc. 0.04% Reduce -6.0% 2,334 $312K
Ellsworth Advisors, LLC 0.09% Add +0.8% 2,035 $309K
DeDora Capital, Inc. 0.09% No change 2,030 $309K
TRUE Private Wealth Advisors 0.03% No change 2,025 $308K
Fisher Asset Management 0.00% New 2,017 $307K
Visionary Wealth Advisors 0.02% Reduce -27.6% 2,017 $307K
Trueblood Wealth Management, LLC 0.17% Add +2.4% 2,000 $304K
Tranquility Partners, LLC 0.12% No change 2,000 $304K
Private Wealth Partners, LLC 0.02% New 2,000 $304K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -2.2% 1,992 $303K
Walleye Capital LLC 0.00% Reduce -88.6% 1,980 $301K
Brandywine Oak Private Wealth LLC 0.03% Reduce -9.6% 1,978 $301K
Madrona Financial Services, LLC 0.09% No change 1,973 $300K
Integrated Advisors Network LLC 0.02% Reduce -93.8% 1,969 $299K
Caldwell Trust Co 0.03% Add +34.6% 1,967 $299K
MQS Management LLC 0.18% New 1,961 $298K
HUB Investment Partners, LLC 0.01% Add +34.4% 1,932 $294K
Regal Investment Advisors LLC 0.02% Add +4.5% 1,921 $292K
Wintrust Investments LLC 0.02% Add +3.1% 1,904 $289K
Pettee Investors, Inc. 0.14% No change 1,900 $289K
Clearstead Advisors, LLC 0.00% No change 1,859 $283K
Tiemann Investment Advisors, LLC 0.13% Reduce -1.3% 1,855 $282K
CreativeOne Wealth, LLC 0.01% Reduce -18.3% 1,852 $282K
Realta Investment Advisors 0.05% Add +6.3% 1,836 $279K
OneDigital Investment Advisors LLC 0.00% Add +18.0% 1,827 $278K
Obermeyer Wealth Partners 0.02% No change 1,815 $276K
NBT Bank, N.A. 0.02% No change 1,814 $276K
Hanover Advisors Inc. 0.12% Reduce -27.2% 1,801 $274K
Nexpoint Asset Management, L.P. 0.04% No change 1,800 $274K
Syon Capital LLC 0.03% Add +3.1% 1,789 $272K
Amarillo National Bank 0.05% Reduce -8.8% 1,787 $272K
Blue Trust, Inc. 0.00% Add +1172.1% 1,870 $269K
Buckingham Strategic Wealth, LLC 0.00% Add +2.2% 1,755 $267K
Ranch Capital Advisors Inc. 0.14% No change 1,752 $266K
Farther Finance Advisors, LLC 0.01% Add +9.5% 1,746 $266K
True North Advisors, LLC 0.07% No change 1,727 $263K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.8% 1,722 $262K
Alps Advisors Inc. 0.00% Reduce -1.7% 1,721 $262K
Perigon Wealth Management, LLC 0.01% New 1,715 $261K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 1,715 $261K
Bailard, Inc. 0.01% No change 1,713 $260K
CHICAGO TRUST Co NA 0.05% Add +5.1% 1,713 $260K
Bank Ozk 0.11% Reduce -0.6% 1,702 $259K
Carderock Capital Management Inc. 0.07% No change 1,700 $258K
Aviance Capital Partners, LLC 0.04% Add +0.4% 1,686 $256K
Permanent Capital Management, LP 0.05% — 1,464 $255K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% Add +8.1% 1,675 $255K
Forum Financial Management, LP 0.00% Reduce -0.2% 1,674 $255K
Verity & Verity, LLC 0.03% Reduce -71.1% 1,670 $254K
Riverview Trust Co 0.24% No change 1,666 $253K
Vantage Consulting Group Inc 0.19% Reduce -22.1% 1,654 $251K
&partners 0.01% New 1,638 $249K
Samalin Investment Counsel, LLC 0.12% Add +10.8% 1,626 $247K
BOS Asset Management, LLC 0.11% Reduce -29.6% 1,622 $247K
Blue Chip Partners, LLC 0.02% Reduce -1.3% 1,610 $245K
Keystone Investors Pte Ltd. 0.02% Reduce -37.4% 1,607 $244K
IFG Advisory, LLC 0.02% New 1,605 $244K
Hummer Financial Advisory Services Inc 0.21% No change 1,600 $243K
Los Angeles Capital Management LLC 0.00% Reduce -37.9% 1,576 $240K
Compound Planning, Inc. 0.02% Add +4.6% 1,555 $236K
Core Wealth Partners LLC 0.16% No change 1,547 $235K
Commons Capital, LLC 0.28% New 1,540 $234K
Earned Wealth Advisors, LLC 0.09% New 1,535 $233K
Cypress Capital Group 0.03% Add +4.3% 1,534 $233K
Conning Inc. 0.01% Add +5.8% 1,530 $233K
Blackston Financial Advisory Group, LLC 0.13% New 1,517 $231K
Bristlecone Advisors, LLC 0.02% New 1,506 $229K
PFG Advisors 0.02% Reduce -4.3% 1,505 $229K
First Affirmative Financial Network 0.16% New 1,504 $229K
Atlas Financial Advisors, Inc. 0.38% Reduce -13.1% 1,504 $229K
Harbert Fund Advisors, LLC 0.18% New 1,500 $228K
Northeast Financial Group, Inc. 0.10% No change 1,500 $228K
Muzinich & Co., Inc. 0.18% No change 1,496 $227K
Schrum Private Wealth Management LLC 0.20% Add +0.2% 1,492 $227K
BSW Wealth Partners 0.04% Add +4.7% 1,492 $227K
Beacon Bank & Trust 0.06% Reduce -3.6% 1,482 $225K
Chicago Partners Investment Group LLC 0.01% Add +2.8% 1,553 $225K
Clare Market Investments LLC 0.06% Add +0.6% 1,462 $222K
Centaurus Financial, Inc. 0.01% New 1,448 $220K
CX Institutional 0.01% Reduce -2.0% 1,444 $220K
Tempus Wealth Planning, LLC 0.09% New 1,442 $219K
Summit Trail Advisors, LLC 0.01% New 1,442 $219K
Focus Financial Network, Inc. 0.01% New 1,397 $219K
Cohen Capital Management, Inc. 0.04% No change 1,422 $216K
Nilsine Partners, LLC 0.03% Add +0.3% 1,416 $215K
Bahl & Gaynor LLC 0.00% New 1,408 $214K
Sweet Financial Partners, LLC 0.05% No change 1,400 $213K
Hemenway Trust Co LLC 0.02% Reduce -20.0% 1,400 $213K
Avestar Capital, LLC 0.02% New 1,398 $213K
Ashton Thomas Private Wealth, LLC 0.01% New 1,395 $212K
Warwick Investment Management, Inc. 0.05% Reduce -24.4% 1,387 $211K
Level Four Advisory Services, LLC 0.01% Reduce -62.6% 1,377 $209K
Fiduciary Group, LLC 0.02% New 1,375 $209K
Cannell & Spears LLC 0.00% New 1,372 $209K
Legacy Financial Advisors, Inc. 0.04% New 1,370 $208K
180 Wealth Advisors, LLC 0.03% New 1,317 $208K
M&G PLC 0.00% New 1,361 $207K
Brooklyn Investment Group 0.09% No change 1,453 $206K
Regent Peak Wealth Advisors LLC 0.05% Reduce -3.0% 1,353 $206K
Hanson & Doremus Investment Management 0.03% No change 1,348 $205K
Cooper Financial Group 0.03% New 1,345 $205K
Balboa Wealth Partners 0.05% New 1,343 $204K
Oxler Private Wealth LLC 0.08% New 1,338 $203K
Tiaa Trust, National Association 0.00% New 1,338 $203K
Colonial River Investments, LLC 0.11% New 1,334 $203K
Axxcess Wealth Management, LLC 0.01% Reduce -66.0% 1,334 $203K
First Citizens Bank & Trust Co. 0.00% New 1,331 $202K
Norden Group LLC 0.04% New 1,328 $202K
Garde Capital, Inc. 0.01% No change 1,294 $197K
State of Wyoming 0.03% New 1,283 $195K
Manchester Capital Management LLC 0.02% Add +59.6% 1,275 $194K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% New 1,223 $186K
Natixis Investment Managers International 0.01% No change 1,221 $186K
Independence Bank of Kentucky 0.05% Add +9.1% 1,200 $182K
Avior Wealth Management, LLC 0.01% Reduce -11.1% 1,179 $179K
Lindbrook Capital, LLC 0.02% Add +11.6% 1,166 $177K
EverSource Wealth Advisors, LLC 0.01% Reduce -6.8% 1,180 $177K
Smartleaf Asset Management LLC 0.03% Add +13.1% 1,161 $173K
Brown Brothers Harriman & Co. 0.00% Reduce -4.2% 1,126 $171K
Leonteq Securities AG 0.02% Reduce -4.6% 1,106 $168K
Ramirez Asset Management, Inc. 0.03% Add +22.6% 1,086 $165K
Ameliora Wealth Management Ltd. 0.07% No change 1,050 $160K
Flputnam Investment Management Co. 0.00% New 1,025 $156K
Ninety One SA (Pty) Ltd 0.02% Reduce -10.4% 1,021 $156K
TD Private Client Wealth LLC 0.00% Add +107.7% 1,020 $155K
Geneos Wealth Management Inc. 0.01% Add +4.1% 1,018 $155K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +12.6% 980 $149K
Cromwell Holdings LLC 0.09% — 977 $149K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -17.8% 924 $140K
Monetary Management Group Inc. 0.04% No change 912 $139K
Alta Advisers Ltd 0.07% No change 900 $137K
Optimum Investment Advisors 0.06% No change 900 $137K
Parkside Financial Bank & Trust 0.02% Add +3.0% 863 $131K
Motco 0.01% Reduce -11.6% 848 $129K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.1% 728 $123K
Quent Capital, LLC 0.01% No change 804 $122K
Global X Japan Co., Ltd. 0.02% New 773 $118K
Capital Analysts, LLC 0.01% Add +103.0% 753 $114K
Hazlett, Burt & Watson, Inc. 0.06% Add +71.4% 720 $110K
Ulland Investment Advisors, LLC 0.08% Add +1.9% 678 $103K
Whittier Trust Co. of Nevada Inc. 0.00% Add +19.3% 650 $99K
United Community Bank 0.04% New 645 $98K
Broadwater Capital Management LLC 0.07% Reduce -60.0% 640 $97K
North Star Investment Management Corp. 0.01% Reduce -2.0% 640 $97K
Park Place Capital Corp 0.03% Add +6.8% 631 $96K
Opal Wealth Advisors, LLC 0.03% New 615 $93K
Syntax Research, Inc. 0.07% Reduce -96.7% 608 $92K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -33.8% 587 $89K
Tobam 0.01% Reduce -61.8% 587 $89K
Foster Dykema Cabot & Partners, LLC 0.01% No change 585 $89K
Carmichael Hill & Associates, Inc. 0.04% No change 566 $86K
Evermay Wealth Management LLC 0.01% No change 546 $83K
AdvisorNet Financial, Inc 0.01% Reduce -7.1% 535 $81K
CENTRAL TRUST Co 0.00% Reduce -23.6% 535 $81K
Financial Perspectives, Inc 0.03% No change 534 $81K
IFP Advisors, Inc 0.00% Add +3.5% 530 $81K
WASHINGTON TRUST Co 0.00% No change 519 $79K
HM Payson & Co. 0.00% No change 500 $76K
Missouri Trust & Investment Co 0.03% No change 482 $73K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +5.2% 466 $71K
GHP Investment Advisors, Inc. 0.00% Add +0.7% 461 $70K
Covestor Ltd 0.05% Add +157.5% 461 $70K
Glen Eagle Advisors, LLC 0.01% Add +0.4% 460 $70K
BOK Financial Private Wealth, Inc. 0.01% No change 456 $69K
SYSTM Wealth Solutions LLC 0.02% Reduce -11.9% 452 $69K
GPS Wealth Strategies Group, LLC 0.01% Add +66.8% 447 $68K
TCTC Holdings, LLC 0.00% No change 442 $67K
Continuum Advisory, LLC 0.01% Reduce -82.8% 429 $65K
BNP Paribas 0.00% Reduce -36.5% 430 $65K
Family Firm, Inc. 0.01% New 426 $65K
Lynx Investment Advisory 0.05% — 426 $65K
Thompson Investment Management, Inc. 0.01% No change 422 $64K
Avalon Trust Co 0.01% No change 417 $63K
Emfo, LLC 0.06% No change 408 $62K
Sound Income Strategies, LLC 0.00% Reduce -8.6% 372 $57K
Godsey & Gibb, Inc. 0.01% No change 350 $53K
Benjamin Edwards Inc. 0.01% Add +45.9% 340 $52K
Ancora Advisors LLC 0.00% No change 341 $52K
Gen-Wealth Partners Inc 0.02% Add +26.4% 335 $51K
SOA Wealth Advisors, LLC. 0.01% Add +0.9% 331 $50K
Rational Advisors, Inc. 0.01% Reduce -5.0% 326 $50K
First Pacific Financial 0.01% No change 323 $49K
PFS Partners, LLC 0.03% No change 320 $49K
Salem Investment Counselors Inc. 0.00% No change 313 $48K
Strategic Investment Solutions, Inc. 0.02% — 318 $48K
Deseret Mutual Benefit Administrators 0.02% No change 305 $46K
Moser Wealth Advisors, LLC 0.02% No change 300 $46K
Pacific Center for Financial Services 0.01% No change 297 $45K
CVA Family Office, LLC 0.01% Add +3.7% 283 $43K
Arlington Trust Co LLC 0.01% No change 261 $40K
Gables Capital Management Inc. 0.02% No change 260 $40K
Zions Bancorporation, N.A. 0.00% Reduce -5.9% 254 $39K
Bruce G. Allen Investments, LLC 0.03% Add +6.9% 247 $38K
PEAK6 Investments LLC 0.00% Reduce -97.4% 246 $37K
Elevation Wealth Partners, LLC 0.02% No change 245 $37K
Wiser Advisor Group LLC 0.06% Add +1.3% 239 $36K
Wolff Wiese Magana LLC 0.03% No change 233 $35K
Concourse Financial Group Securities, Inc. 0.00% Add +147.9% 233 $35K
Bfsg, LLC 0.00% No change 230 $35K
City State Bank 0.01% Reduce -7.1% 223 $34K
Baldwin Wealth Partners LLC 0.00% No change 220 $33K
Sugarloaf Wealth Management, LLC 0.01% No change 218 $33K
St Germain D J Co. Inc. 0.00% No change 216 $33K
Colonial Trust Co / SC 0.01% Add +21.1% 212 $32K
DT Investment Partners, LLC 0.00% No change 212 $32K
Asset Dedication, LLC 0.00% New 206 $31K
MV Capital Management, Inc. 0.00% Add +1.5% 202 $31K
GoalVest Advisory LLC 0.01% No change 200 $30K
Horrell Capital Management, Inc. 0.01% No change 200 $30K
Rise Advisors, LLC 0.02% Add +0.5% 197 $30K
Duncker Streett & Co. Inc. 0.01% No change 191 $29K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +21.7% 191 $29K
Fortitude Family Office, LLC 0.02% Add +34.9% 178 $27K
Gradient Investments LLC 0.00% Add +75.3% 177 $27K
Private Ocean, LLC 0.00% New 175 $27K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 173 $26K
Meeder Asset Management Inc. 0.00% New 162 $25K
American Capital Advisory, LLC 0.02% New 175 $24K
McClarren Financial Advisors, Inc. 0.21% Add +0.7% 152 $23K
Stephens Consulting, LLC 0.01% No change 150 $23K
Concord Wealth Partners 0.00% Add +7.3% 148 $23K
Dunhill Financial, LLC 0.01% No change 147 $22K
Montag A & Associates Inc. 0.00% New 146 $22K
Triad Wealth Partners, LLC 0.01% New 140 $21K
Valley National Advisers Inc. 0.00% Add +51.1% 142 $21K
Venturi Wealth Management, LLC 0.00% Add +135.1% 134 $20K
Prestige Wealth Management Group LLC 0.00% Reduce -96.5% 134 $20K
West Paces Advisors Inc. 0.01% No change 125 $19K
Dynamic Wealth Strategies, LLC 0.02% No change 126 $19K
GW&K Investment Management, LLC 0.00% Add +13.8% 124 $19K
Harbor Investment Advisory, LLC 0.00% No change 119 $18K
Key Financial Inc 0.00% No change 118 $18K
Adirondack Trust Co. 0.01% Add +24.2% 118 $18K
Coppell Advisory Solutions LLC 0.00% — 113 $17K
Larson Financial Group LLC 0.00% Reduce -24.8% 106 $16K
Raleigh Capital Management Inc. 0.01% Reduce -5.5% 104 $16K
Sachetta, LLC 0.01% Add +47.9% 105 $15K
ESL Trust Services, LLC 0.00% No change 100 $15K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $15K
Westside Investment Management, Inc. 0.00% No change 100 $15K
McIlrath & Eck, LLC 0.00% Add +317.4% 96 $15K
Armstrong Advisory Group, Inc. 0.00% No change 96 $15K
Delta Asset Management LLC 0.00% No change 92 $14K
Grove Bank & Trust 0.00% No change 89 $14K
HHM Wealth Advisors, LLC 0.00% Reduce -66.4% 85 $13K
Crewe Advisors LLC 0.00% Reduce -28.0% 85 $13K
Operose Advisors LLC 0.00% No change 85 $13K
Barrett & Company, Inc. 0.01% No change 80 $12K
Creative Financial Designs Inc. 0.00% No change 80 $12K
Cornerstone Planning Group LLC 0.00% Add +1283.3% 83 $12K
Atticus Wealth Management, LLC 0.00% Add +1.3% 79 $12K
Bangor Savings Bank 0.00% Reduce -9.6% 75 $11K
Activest Wealth Management 0.00% New 73 $11K
Financial Management Professionals, Inc. 0.00% Add +4.4% 71 $11K
Bell Investment Advisors, Inc 0.00% No change 71 $11K
Cultivar Capital, Inc. 0.01% New 69 $10K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +1550.0% 66 $10K
Pineridge Advisors LLC 0.00% New 60 $9K
Anfield Capital Management, LLC 0.00% New 55 $8K
Smithfield Trust Co 0.00% No change 50 $8K
NFSG Corp 0.00% Reduce -62.0% 52 $8K
Semmax Financial Advisors Inc. 0.00% Add +2.0% 52 $8K
Colonial Trust Advisors 0.00% Reduce -3.9% 50 $8K
Newton One Investments LLC 0.00% Add +2.1% 49 $7K
Old Second National Bank of Aurora 0.00% No change 46 $7K
Abound Wealth Management 0.00% Reduce -11.8% 45 $7K
Aspire Private Capital, LLC 0.00% No change 44 $7K
Investors Research Corp 0.00% No change 43 $7K
WR Wealth Planners, LLC 0.00% Add +10.8% 41 $6K
Avion Wealth 0.00% Add +36.4% 45 $6K
Arax Advisory Partners 0.00% Reduce -12.5% 35 $5K
Frazier Financial Advisors, LLC 0.00% No change 33 $5K
Private Wealth Management Group, LLC 0.00% No change 33 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +10.3% 32 $5K
Carolinas Wealth Consulting LLC 0.00% No change 28 $4K
MCF Advisors LLC 0.00% No change 28 $4K
Penserra Capital Management LLC 0.00% No change 24 $4K
Raffa Wealth Management, LLC 0.00% No change 22 $3K
Nemes Rush Group LLC 0.00% No change 21 $3K
Planning Capital Management Corp 0.00% Add +100.0% 20 $3K
SouthState Bank Corp 0.00% New 20 $3K
Trifecta Capital Advisors, LLC 0.00% No change 19 $3K
Eagle Bay Advisors LLC 0.00% Reduce -21.7% 18 $3K
Castleview Partners, LLC 0.00% Reduce -27.3% 16 $2K
Core Alternative Capital 0.00% No change 16 $2K
LRI Investments, LLC 0.00% No change 15 $2K
Quintet Private Bank (Europe) S.A. 0.00% No change 13 $2K
ICA Group Wealth Management, LLC 0.00% Reduce -81.9% 15 $2K
Aspect Partners, LLC 0.00% No change 15 $2K
Versant Capital Management, Inc 0.00% No change 14 $2K
Capital Advisors, Ltd. LLC 0.00% Add +22.2% 11 $2K
Union Savings Bank 0.00% New 13 $2K
Providence Capital Advisors, LLC 0.00% New 12 $2K
RFP Financial Group LLC 0.00% New 11 $2K
Tradewinds Capital Management, LLC 0.00% No change 11 $2K
TFC Financial Management, Inc. 0.00% Add +37.5% 11 $2K
Toth Financial Advisory Corp. 0.00% New 11 $2K
HighMark Wealth Management LLC 0.00% New 10 $2K
Unique Wealth Strategies, LLC 0.00% New 10 $1K
MeadowBrook Investment Advisors LLC 0.00% No change 8 $1K
Archer Investment Corp 0.00% No change 8 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -22.2% 7 $1K
Strengthening Families & Communities, LLC 0.00% New 5 $1K
Sunbelt Securities, Inc. 0.00% No change 6 $912
ClariVest Asset Management LLC 0.00% No change 5 $744
Signature Resources Capital Management, LLC 0.00% No change 4 $608
Fairscale Capital, LLC 0.00% — 3 $487
Janiczek Wealth Management, LLC 0.00% No change 2 $305
Pension & Wealth Management Advisors, Inc. 0.00% New 2 $304
Redwood Wealth Management Group, LLC 0.00% New 1 $152
Davis Selected Advisers 0.00% Reduce -0.1% 101,905 $0
Roble, Belko & Company, Inc 0.00% New 3 $0

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