Digital Realty TrustDLR

13F holders, Q3 2025 (September 30)
1,222holders −8
79new positions
85sold out
8famous investors
$172.46avg. 13F price*

At the end of Q3 2025, 1,222 institutions reported holding Digital Realty Trust Inc. (DLR) in their 13F filings, down 8 from Q2 2025. 79 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($9.2B), BlackRock, Inc. ($6.6B) and Cohen & Steers, Inc. ($4.1B). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions79$217.6M
Exits85$213.0M

All 13F filers, Q2 2025 → Q3 2025: 16,065,901 shares bought and 8,323,031 shares sold, net +7,742,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,222 holders

Vanguard Group Inc. 0.14% Add +1.0% 53,405,531 $9.2B
BlackRock, Inc. 0.12% Add +1.6% 37,942,685 $6.6B
Cohen & Steers, Inc. 7.40% Reduce -0.6% 23,725,267 $4.1B
State Street Corp. 0.12% Add +0.1% 20,417,120 $3.5B
Geode Capital Management, LLC 0.10% Add +2.1% 9,036,893 $1.6B
Bank of America Corp. 0.12% Add +4.8% 8,930,551 $1.5B
APG Asset Management US Inc. 10.92% Add +0.3% 8,638,801 $1.5B
Canada Pension Plan Investment Board 0.91% Add +1.4% 7,462,186 $1.3B
Northern Trust Corp. 0.12% Add +9.1% 5,647,534 $976.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +686.0% 4,807,512 $831.1M
FMR LLC 0.04% Reduce -12.1% 4,771,468 $824.9M
JPMorgan Chase & Co. 0.05% Reduce -12.4% 4,695,272 $811.7M
Dimensional Fund Advisors LP 0.17% Reduce -0.4% 4,662,906 $806.1M
Morgan Stanley 0.04% Add +3.4% 4,120,889 $712.4M
Daiwa Securities Group Inc. 2.41% Reduce -0.3% 4,116,711 $711.7M
Invesco Ltd. 0.11% Add +2.8% 4,087,315 $706.6M
Charles Schwab Investment Management Inc. 0.11% Add +2.1% 3,964,517 $685.4M
Legal & General Group Plc 0.15% Reduce -2.9% 3,782,523 $653.9M
Principal Financial Group Inc. 0.32% Reduce -2.0% 3,708,714 $641.2M
Centersquare Investment Management LLC 5.42% Add +5.0% 3,118,869 $539.2M
Goldman Sachs Group Inc. 0.08% Add +8.7% 3,017,929 $521.7M
Pictet Asset Management Holding SA 0.50% Add +4.1% 2,976,336 $514.4M
Resolution Capital Ltd 9.89% Reduce -1.0% 2,939,121 $508.1M
Deutsche Bank AG 0.16% Reduce -3.4% 2,709,016 $468.3M
UBS Group AG 0.09% Add +19.7% 2,569,864 $444.3M
Nuveen, LLC 0.11% Reduce -2.0% 2,391,823 $413.5M
Amundi 0.12% Add +0.8% 2,192,187 $387.9M
Royal Bank of Canada 0.07% Reduce -8.2% 2,193,084 $379.1M
Bank of New York Mellon Corp 0.06% Reduce -3.2% 2,007,598 $347.1M
Russell Investments Group, Ltd. 0.39% Reduce -0.7% 1,993,974 $344.4M
Alliancebernstein L.P. 0.11% Add +0.6% 1,962,195 $339.2M
T. Rowe Price Associates Inc. 0.03% Add +101.6% 1,785,006 $308.6M
Massachusetts Financial Services Co. 0.08% Add +9.6% 1,517,381 $262.3M
Sei Investments Co. 0.26% Reduce -8.2% 1,424,209 $246.2M
Sumitomo Mitsui Trust Group, Inc. 0.14% Reduce -0.1% 1,406,459 $243.1M
Prudential Financial Inc. 0.29% Reduce -4.2% 1,395,707 $241.3M
Duff & Phelps Investment Management Co. 2.71% Add +1.0% 1,385,254 $239.5M
Capital Research Global Investors 0.04% Add +0.3% 1,257,134 $217.3M
HSBC Holdings PLC 0.12% Add +21.1% 1,183,735 $204.3M
Barclays PLC 0.07% Add +90.2% 1,047,177 $181.0M
Swiss National Bank 0.10% Reduce -4.8% 970,849 $167.8M
Alyeska Investment Group, L.P. 0.50% Add +581.0% 961,121 $166.2M
National Pension Service 0.13% Add +0.8% 953,265 $164.8M
Schroder Investment Management Group 0.13% Reduce -12.6% 958,017 $163.0M
Aberdeen Group plc 0.25% Add +6.8% 934,898 $158.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.26% Reduce -16.9% 900,465 $155.7M
CANADA LIFE ASSURANCE Co 0.22% Add +12.8% 912,112 $155.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +4.2% 889,582 $153.8M
Balyasny Asset Management L.P. 0.28% Add +63.6% 772,906 $133.6M
Janus Henderson Group PLC 0.06% Reduce -3.2% 768,768 $132.9M
Raymond James Financial Inc. 0.04% Add +3.0% 699,278 $120.9M
Jane Street Group, LLC 0.14% New 667,497 $115.4M
Aew Capital Management L P 6.32% Reduce -16.3% 655,925 $113.4M
Macquarie Group Ltd. 0.13% Add +8.0% 652,752 $112.8M
Wellington Management Group LLP 0.02% Add +50.1% 640,789 $110.8M
Wells Fargo & Company 0.02% Add +45.6% 639,051 $110.5M
Asset Management One Co., Ltd. 0.32% Add +0.3% 638,534 $110.4M
Rhumbline Advisers 0.09% Reduce -4.4% 625,932 $108.2M
Citigroup Inc. 0.07% Reduce -3.5% 624,684 $108.0M
Public Employees Retirement System of Ohio 0.33% Add +1.9% 603,397 $104.3M
Ameriprise Financial Inc. 0.02% Add +20.0% 627,889 $103.0M
Nomura Asset Management Co. Ltd. 0.26% Add +3.0% 577,524 $99.8M
California Public Employees Retirement System 0.06% Add +4.2% 568,976 $98.4M
D. E. Shaw & Co. 0.08% Add +8.1% 556,686 $96.2M
American Century Companies Inc. 0.05% Reduce -9.3% 553,007 $95.6M
STRS Ohio 0.34% Add +5.0% 540,367 $93.4M
Lasalle Investment Management Securities LLC 3.49% Reduce -2.2% 514,710 $89.0M
Manufacturers Life Insurance Company, The 0.07% Add +13.4% 479,019 $82.8M
Rockefeller Capital Management L.P. 0.16% Add +1.4% 477,088 $82.5M
BNP Paribas Financial Markets 0.07% Reduce -25.6% 476,320 $82.3M
Adelante Capital Management LLC 5.35% Add +13.8% 463,235 $80.1M
California State Teachers Retirement System 0.08% Reduce -5.4% 459,188 $79.4M
Envestnet Asset Management Inc. 0.02% Reduce -0.7% 456,324 $78.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% Add +45.6% 448,887 $77.6M
PGGM Investments 1.21% Add +7.5% 434,240 $75.1M
Nordea Investment Management AB 0.07% Add +713.8% 439,671 $74.6M
CBRE Investment Management Listed Real Assets LLC 1.04% Reduce -56.0% 420,700 $72.7M
Pacer Advisors, Inc. 0.18% Reduce -1.3% 397,583 $68.7M
Stifel Financial Corp. 0.06% Add +8.3% 368,932 $63.8M
AXA Investment Managers S.A. 0.17% — 357,624 $61.8M
Swedbank AB 0.06% Add +7.8% 350,583 $60.6M
Franklin Resources Inc. 0.01% Reduce -1.0% 334,783 $57.9M
AQR Capital Management 0.04% Add +5.5% 332,517 $56.4M
Allianz Asset Management GmbH 0.07% Reduce -8.0% 326,026 $56.4M
LPL Financial LLC 0.02% Add +1.8% 318,719 $55.1M
Adage Capital Partners Gp, L.L.C. 0.09% Reduce -4.1% 316,500 $54.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +1.4% 308,907 $53.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.14% Add +51.5% 308,079 $53.3M
State Board of Administration of Florida Retirement System 0.09% Reduce -3.4% 304,292 $52.6M
DekaBank Deutsche Girozentrale 0.09% No change 300,216 $51.4M
Baron Capital (BAMCO) 0.13% Reduce -11.0% 292,623 $50.6M
Aviva PLC 0.09% Add +11.6% 291,792 $50.4M
Heitman Real Estate Securities LLC 3.40% Reduce -17.9% 287,750 $49.7M
Pinebridge Investments, L.P. 0.35% Reduce -9.5% 275,554 $47.6M
State of New Jersey Common Pension Fund D 0.17% Add +2.8% 269,812 $46.6M
Hazelview Securities Inc. 8.60% Add +1.0% 263,965 $45.6M
Homestead Advisers Corp 1.07% Reduce -2.0% 260,656 $45.1M
Huntington National Bank 0.36% Add +6.3% 256,603 $44.4M
Retirement Systems of Alabama 0.14% Add +0.2% 248,583 $43.0M
Danske Bank A/S 0.11% Add +7.6% 247,940 $42.9M
Bank of Montreal 0.02% Add +16.4% 238,694 $41.3M
New York State Common Retirement Fund 0.05% Add +7.1% 233,569 $40.4M
UniSuper Management Pty Ltd 0.25% Add +0.8% 232,988 $40.3M
New York State Teachers Retirement System 0.08% Reduce -1.4% 232,384 $40.2M
Natixis Advisors, LLC 0.06% Add +3.8% 231,619 $40.0M
Ofi Invest Asset Management 0.84% Add +37575.7% 271,265 $39.9M
Creative Planning 0.03% Add +36.5% 226,450 $39.1M
Neuberger Berman Group LLC 0.03% Reduce -1.5% 218,652 $37.8M
Toronto Dominion Bank 0.07% Reduce -0.3% 216,509 $37.4M
Sun Life Financial Inc. 1.88% No change 213,509 $36.9M
Mackenzie Financial Corp. 0.04% Add +519.7% 212,502 $36.7M
US Bancorp \de 0.04% Reduce -0.1% 200,651 $34.7M
State of Alaska, Department of Revenue 0.35% Reduce -0.6% 199,567 $34.5M
Citadel Advisors 0.03% Reduce -86.6% 199,026 $34.4M
Marshall Wace, LLP 0.04% New 196,411 $34.0M
Resona Asset Management Co.,Ltd. 0.16% Add +7.0% 196,499 $33.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +0.4% 187,643 $32.4M
Focus Partners Wealth 0.05% Add +1.5% 186,780 $32.3M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +0.0% 186,691 $32.3M
Van Eck Associates Corp. 0.03% Add +9.8% 182,391 $31.5M
State of Wisconsin Investment Board 0.07% Reduce -1.5% 177,065 $30.6M
Gotham Asset Management 0.13% Add +62.8% 176,260 $30.5M
Brookfield Corp 0.04% Add +18.9% 174,532 $30.2M
Mitsubishi UFJ Trust & Banking Corp 0.07% Reduce -16.1% 173,353 $30.0M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.2% 163,611 $28.3M
Handelsbanken Fonder AB 0.09% Reduce -1.3% 161,272 $27.9M
KLP Kapitalforvaltning As 0.11% Add +1.1% 159,581 $27.6M
National Bank of Canada 0.03% Reduce -32.2% 159,074 $27.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.18% Add +13.4% 157,470 $27.2M
Cibc World Market Inc. 0.06% Add +16.3% 156,592 $27.1M
TD Asset Management Inc 0.02% Add +1.5% 153,779 $26.6M
Treasurer of the State of North Carolina 0.08% Reduce -3.8% 151,659 $26.2M
Thematics Asset Management 1.19% Add +0.6% 151,408 $26.2M
APG Asset Management N.V. 0.07% Add +0.3% 176,100 $25.9M
KBC Group NV 0.06% Reduce -0.8% 149,567 $25.9M
Jones Financial Companies LLLP 0.02% Add +13.5% 148,970 $25.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Add +3.4% 147,253 $25.5M
Ninety One UK Ltd 0.05% No change 145,000 $25.1M
Zurich Insurance Group Ltd 0.17% Add +91.3% 139,060 $24.0M
Metis Global Partners, LLC 0.56% Add +14.4% 138,006 $23.9M
Storebrand Asset Management As 0.06% Add +1.4% 137,839 $23.8M
Royal London Asset Management Ltd. 0.05% Reduce -3.3% 133,566 $23.1M
Victory Capital Management Inc. 0.01% Reduce -9.0% 132,257 $22.9M
Vert Asset Management LLC 7.63% Add +3.9% 131,283 $22.7M
CIBC Bancorp USA Inc. 0.13% — 129,068 $22.3M
Korea Investment CORP 0.05% Reduce -50.8% 127,754 $22.1M
Candriam S.C.A. 0.12% Add +381.7% 126,837 $21.9M
Pacific Heights Asset Management LLC 0.96% Add +25.0% 125,000 $21.6M
Foresight Group Ltd Liability Partnership 3.22% Add +2.0% 124,682 $21.6M
Midwest Trust Co 0.28% Reduce -0.9% 124,623 $21.5M
Qube Research & Technologies Ltd 0.03% New 119,913 $20.7M
IFM Investors Pty Ltd 0.18% Add +0.4% 119,013 $20.4M
&partners 0.13% Add +11.6% 117,636 $20.4M
Renaissance Technologies 0.03% Reduce -3.9% 117,183 $20.3M
Woodline Partners LP 0.09% Add +238.4% 115,895 $20.0M
State of Tennessee, Department of Treasury 0.07% Add +5.7% 115,449 $20.0M
Voya Investment Management LLC 0.02% Reduce -18.9% 113,697 $19.7M
Presima Securities ULC 5.36% Reduce -18.9% 112,770 $19.5M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +11.0% 111,389 $19.3M
Prudential PLC 0.14% Add +18.7% 109,544 $18.9M
FIL Ltd 0.01% Reduce -36.6% 108,730 $18.8M
Pinnacle Associates Ltd. 0.25% Reduce -3.6% 106,835 $18.5M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +4.5% 106,601 $18.4M
Alberta Investment Management Corp 0.15% No change 106,000 $18.3M
GRS Advisors, LLC 1.69% Reduce -47.6% 104,375 $18.0M
Easterly Investment Partners LLC 1.21% Reduce -32.1% 103,561 $17.9M
Alpha Cubed Investments, LLC 0.62% Reduce -0.7% 102,829 $17.8M
Sanctuary Advisors, LLC 0.10% Add +10.4% 101,301 $17.5M
Commonwealth Equity Services, LLC 0.02% Reduce -8.7% 101,192 $17.5M
Chilton Capital Management LLC 0.58% Add +0.9% 99,570 $17.2M
Arizona State Retirement System 0.09% Reduce -0.1% 98,355 $17.0M
DigitalBridge Group, Inc. 1.38% Add +136.4% 97,400 $16.8M
Nisa Investment Advisors, LLC 0.06% Reduce -8.8% 97,287 $16.8M
Susquehanna International Group, LLP 0.02% Reduce -9.9% 96,976 $16.8M
DNB Asset Management AS 0.06% Add +2.8% 94,911 $16.4M
Baird Financial Group, Inc. 0.03% Reduce -1.0% 94,263 $16.3M
Vision Capital Corp 9.46% Add +59.4% 93,969 $16.2M
First Trust Advisors LP 0.01% Reduce -3.9% 92,841 $16.1M
Thrivent Financial for Lutherans 0.03% Add +18.1% 92,000 $15.9M
1832 Asset Management L.P. 0.03% Add +10.8% 90,890 $15.7M
Kornitzer Capital Management Inc. 0.31% Reduce -0.3% 90,000 $15.6M
Todd Asset Management LLC 0.31% Reduce -0.6% 89,936 $15.5M
Nissay Asset Management Corp. /Japan 0.09% Add +0.4% 89,843 $15.5M
Sound Income Strategies, LLC 0.84% Add +27677.8% 87,778 $15.4M
MetLife Investment Management, LLC 0.07% Reduce -1.3% 88,793 $15.4M
Aptus Capital Advisors, LLC 0.14% Add +4.6% 86,949 $15.0M
Stony Point Capital LLC 1.05% Add +5.0% 86,886 $15.0M
State of Michigan Retirement System 0.07% Add +0.7% 86,681 $15.0M
Credit Agricole S A 0.05% — 86,324 $14.9M
Millennium Management 0.01% Add +57.7% 86,082 $14.9M
Teachers Retirement System of the State of Kentucky 0.11% No change 83,113 $14.4M
M&T Bank Corp 0.05% Reduce -27.0% 82,167 $14.2M
Czech National Bank 0.10% Add +5.2% 81,422 $14.1M
Davis Selected Advisers 0.07% Add +18.7% 81,280 $14.1M
Rothschild Investment LLC 0.79% Add +0.4% 80,663 $13.9M
Squarepoint Ops LLC 0.03% Add +152.2% 80,614 $13.9M
Captrust Financial Advisors 0.03% Reduce -0.3% 78,234 $13.5M
Boston Common Asset Management, LLC 0.37% Reduce -2.5% 76,320 $13.2M
Calamos Advisors LLC 0.08% No change 75,949 $13.1M
Reaves W H & Co. Inc. 0.23% Reduce -0.0% 74,733 $12.9M
Two Sigma Investments, LP 0.02% Reduce -35.7% 74,170 $12.8M
Forsta Ap-Fonden 0.08% Add +6.0% 73,800 $12.8M
ProShare Advisors LLC 0.03% Add +13.0% 73,782 $12.8M
Robeco Institutional Asset Management B.V. 0.02% Add +4.2% 73,600 $12.7M
HighTower Advisors, LLC 0.01% Reduce -7.4% 72,772 $12.6M
Zevin Asset Management LLC 1.83% Reduce -6.6% 72,632 $12.6M
L & S Advisors Inc 1.33% Add +11.1% 72,103 $12.5M
Brighton Jones LLC 0.30% Add +0.1% 71,706 $12.4M
Cetera Investment Advisers 0.01% Add +79.9% 71,451 $12.4M
HBK Investments L P 0.20% Add +92.0% 71,022 $12.3M
Ensign Peak Advisors, Inc 0.02% Reduce -2.1% 70,996 $12.3M
Cullen/Frost Bankers, Inc. 0.14% Reduce -1.9% 70,813 $12.2M
Strategic Wealth Partners, Ltd. 0.89% Add +3.2% 69,177 $12.0M
Public Sector Pension Investment Board 0.04% Add +6.2% 69,147 $12.0M
Bogart Wealth, LLC 0.48% Reduce -1.6% 69,018 $11.9M
Mariner, LLC 0.02% Add +7.2% 68,956 $11.9M
Capital Investment Advisors, LLC 0.20% Add +5.4% 68,704 $11.9M
New Age Alpha Advisors, LLC 0.50% Reduce -1.7% 68,324 $11.8M
NEOS Investment Management LLC 0.09% Add +68.6% 68,007 $11.8M
Clearbridge Investments, LLC 0.01% Add +9.7% 67,434 $11.7M
Varma Mutual Pension Insurance Co 0.07% Add +8.6% 67,083 $11.6M
Uniplan Investment Counsel, Inc. 1.18% Add +0.8% 66,990 $11.6M
NorthCoast Asset Management LLC 0.04% Add +3.9% 66,356 $11.5M
Swiss Life Asset Management Ltd 0.06% Add +29.2% 64,263 $11.1M
Bcwm, LLC 3.32% Reduce -0.5% 64,141 $11.1M
Skandinaviska Enskilda Banken AB (publ) 0.04% Reduce -5.7% 63,596 $11.0M
AEGON ASSET MANAGEMENT UK Plc 0.13% Add +9.1% 63,241 $10.9M
USS Investment Management Ltd 0.05% No change 62,260 $10.8M
Amalgamated Bank 0.08% Reduce -0.6% 61,920 $10.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.28% Reduce -8.9% 61,907 $10.7M
Natixis 0.06% Add +260.3% 61,248 $10.6M
Mercer Global Advisors Inc. 0.02% Add +21.9% 60,830 $10.5M
Teacher Retirement System of Texas 0.04% Add +1.6% 59,963 $10.4M
Lyell Wealth Management, LP 0.77% Add +0.3% 59,593 $10.3M
Truist Financial Corp. 0.01% Add +5.5% 59,520 $10.3M
B&I Capital AG 3.55% Reduce -31.6% 59,341 $10.3M
Bank of Nova Scotia 0.02% Add +49.5% 58,767 $10.2M
Point72 (DIFC) Ltd 0.70% New 58,000 $10.0M
ASR Vermogensbeheer N.V. 0.12% Reduce -0.6% 57,587 $10.0M
Corient Private Wealth LP 0.02% Reduce -5.4% 57,445 $9.9M
Wesbanco Bank Inc. 0.28% Add +2.2% 57,124 $9.9M
Sterling Capital Management LLC 0.14% Reduce -4.5% 56,984 $9.9M
Agf Management Ltd. 0.04% No change 56,414 $9.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +2.2% 56,346 $9.7M
Franklin Street Advisors Inc. 0.56% Reduce -11.8% 56,154 $9.7M
Utah Retirement Systems 0.09% Add +1.6% 55,740 $9.6M
Northstar Asset Management Inc. 2.49% Add +2.3% 55,444 $9.6M
Penserra Capital Management LLC 0.11% Add +203118.5% 54,869 $9.5M
Allworth Financial LP 0.04% Add +2.5% 54,439 $9.4M
Police & Firemen's Retirement System of New Jersey 0.08% Add +6.0% 54,297 $9.4M
Benjamin Edwards Inc. 0.11% Add +9.4% 54,186 $9.4M
Waterfront Capital Partners, LLC 6.00% Reduce -59.9% 53,000 $9.2M
Investment Management Corp of Ontario 0.13% Add +13.1% 51,007 $8.8M
MAI Capital Management 0.05% Add +5.3% 50,661 $8.8M
Yousif Capital Management, LLC 0.09% Reduce -3.1% 49,871 $8.6M
Xponance LLC 0.07% Reduce -1.1% 49,774 $8.6M
Quantinno Capital Management LP 0.02% Add +41.0% 49,666 $8.6M
Steward Partners Investment Advisory, LLC 0.05% Add +10.8% 49,339 $8.5M
Weatherly Asset Management L. P. 0.70% Add +2.7% 48,935 $8.5M
GSI Capital Advisors LLC 4.74% Reduce -7.7% 48,557 $8.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -8.6% 48,403 $8.4M
FineMark National Bank & Trust 0.27% Reduce -20.2% 48,302 $8.4M
Wealthfront Advisers LLC 0.02% Reduce -0.1% 48,220 $8.3M
Schonfeld Strategic Advisors LLC 0.06% Reduce -22.9% 48,162 $8.3M
Pathstone Holdings, LLC 0.03% Reduce -1.9% 48,043 $8.3M
New York Life Investment Management LLC 0.07% Reduce -1.6% 46,879 $8.1M
LVM Capital Management Ltd. 0.77% Reduce -0.1% 46,605 $8.1M
Farmers & Merchants Investments Inc. 0.23% Reduce -6.8% 46,174 $8.0M
Foster Victor Wealth Advisors, LLC 0.49% Add +4.4% 44,818 $7.9M
Nan Shan Life Insurance Co., Ltd. 0.17% Add +209.3% 45,194 $7.8M
Cerity Partners LLC 0.01% Add +3.1% 45,055 $7.8M
Osaic Holdings, Inc. 0.01% Add +5.1% 45,896 $7.8M
Alerus Financial NA 0.39% Reduce -0.6% 44,530 $7.7M
PNC Financial Services Group, Inc. 0.00% Add +0.5% 43,985 $7.6M
CIBC Asset Management Inc 0.02% Add +0.3% 43,958 $7.6M
Pensionfund PDN 4.92% No change 43,919 $7.6M
QRG Capital Management, Inc. 0.09% Reduce -4.3% 43,849 $7.6M
Public Employees Retirement Association of Colorado 0.03% Reduce -0.4% 43,479 $7.5M
B. Metzler seel. Sohn & Co. AG 0.07% Add +4.6% 43,148 $7.5M
Fayez Sarofim & Co 0.02% Reduce -3.3% 42,968 $7.4M
Ibex Wealth Advisors 0.69% Add +1.4% 41,899 $7.2M
Fifth Third Bancorp 0.02% Reduce -6.2% 41,711 $7.2M
Hancock Whitney Corp. 0.13% Add +11.2% 41,523 $7.2M
Capital Investment Counsel, LLC 1.06% Reduce -6.9% 41,516 $7.2M
Janney Montgomery Scott LLC 0.02% Add +12.6% 41,364 $7.2M
Naples Global Advisors, LLC 0.55% Add +0.3% 41,186 $7.1M
Oak Harvest Investment Services 0.83% Add +1.9% 40,922 $7.1M
Edgemoor Investment Advisors, Inc. 0.54% Reduce -1.7% 40,354 $7.0M
Ethic Inc. 0.11% Add +7.4% 40,270 $7.0M
Tufton Capital Management 1.24% Add +0.8% 40,128 $6.9M
Rafferty Asset Management, LLC 0.02% Reduce -0.5% 39,925 $6.9M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -2.8% 39,551 $6.8M
Mutual of America Capital Management LLC 0.07% Reduce -4.3% 39,419 $6.8M
Romano Brothers and Company 0.78% Reduce -1.5% 39,299 $6.8M
Advisors Asset Management, Inc. 0.11% Reduce -2.5% 39,043 $6.7M
Adell Harriman & Carpenter Inc. 0.41% Add +2.3% 38,864 $6.7M
S-Bank Fund Management Ltd 0.89% Reduce -1.3% 38,585 $6.7M
Royal Fund Management, LLC 0.80% Add +6.3% 38,450 $6.7M
Washington Trust Bank 0.49% Reduce -0.7% 38,464 $6.6M
CI Investments Inc. 0.02% Reduce -3.4% 38,195 $6.6M
Verition Fund Management LLC 0.04% Add +33.1% 36,987 $6.4M
Oregon Public Employees Retirement Fund 0.08% Add +34.2% 36,661 $6.3M
OP Asset Management Ltd 0.08% Add +1.4% 36,291 $6.3M
Dynamic Advisor Solutions LLC 0.18% Add +1.8% 35,873 $6.2M
Knights of Columbus Asset Advisors LLC 0.35% Reduce -9.0% 35,476 $6.1M
Dean Investment Associates, LLC 0.85% Reduce -1.9% 35,087 $6.1M
Vestcor Inc 0.18% Reduce -15.8% 34,927 $6.0M
Assenagon Asset Management S.A. 0.01% Add +131.1% 34,886 $6.0M
Stephens Inc. 0.08% Add +0.3% 34,440 $6.0M
Silver Lake Advisory, LLC 2.35% Add +0.5% 34,183 $5.9M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.33% Add +100.0% 34,000 $5.9M
Kestra Advisory Services, LLC 0.03% Add +25.6% 33,851 $5.9M
Federation des caisses Desjardins du Quebec 0.02% Add +11.3% 33,316 $5.8M
Avanza Fonder AB 0.15% Add +11.3% 32,781 $5.7M
Chronos Wealth Management, LLC 2.77% Reduce -0.5% 32,731 $5.7M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Reduce -8.3% 32,636 $5.6M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 32,600 $5.6M
SCS Capital Management LLC 0.06% Reduce -1.1% 32,599 $5.6M
D.A. Davidson & Co. 0.04% Reduce -2.1% 32,410 $5.6M
Jamison Private Wealth Management, Inc. 0.72% Add +4.8% 32,229 $5.6M
Inspire Investing, LLC 0.54% Reduce -7.8% 31,947 $5.5M
Abn Amro Investment Solutions 0.11% Reduce -1.9% 31,024 $5.4M
Norinchukin Bank, The 0.07% Add +1.6% 30,997 $5.4M
FourThought Financial Partners, LLC 0.47% Add +6.4% 30,630 $5.3M
Sequoia Financial Advisors, LLC 0.03% Add +0.9% 30,515 $5.3M
Elo Mutual Pension Insurance Co 0.09% Add +29.0% 30,450 $5.3M
Nordwand Advisors, LLC 0.83% Add +1.7% 30,338 $5.2M
Global Wealth Management Investment Advisory, Inc. 0.86% Add +0.6% 29,814 $5.2M
UMB Bank, n.a. 0.08% Add +4.1% 29,599 $5.1M
Peapack Gladstone Financial Corp. 0.07% Add +7.1% 29,594 $5.1M
Dark Forest Capital Management LP 0.19% Add +78.9% 29,539 $5.1M
J. Safra Sarasin Holding AG 0.08% Add +83.5% 29,345 $5.1M
O'shaughnessy Asset Management, LLC 0.03% Add +5.0% 28,922 $5.0M
Patten & Patten Inc. 0.29% Reduce -0.9% 28,505 $4.9M
Texas Yale Capital Corp. 0.15% Add +3.9% 27,933 $4.8M
Edgewood Management LLC 0.02% No change 27,826 $4.8M
Fielder Capital Group LLC 1.07% Reduce -1.3% 27,233 $4.7M
Sona Asset Management (us) LLC 0.60% No change 27,200 $4.7M
Paralel Advisors LLC 0.18% Add +63.6% 27,000 $4.7M
Spirit of America Management Corp. 0.93% Reduce -9.3% 26,681 $4.6M
Vanderbilt University 0.76% Reduce -21.5% 26,492 $4.6M
Banque Cantonale Vaudoise 0.17% Add +0.1% 26,441 $4.6M
Blair William & Co. 0.01% Add +4.3% 26,322 $4.6M
Waterloo Capital, L.P. 0.34% Add +5.2% 26,109 $4.5M
Sitrin Capital Management LLC 2.15% Add +0.1% 25,937 $4.5M
Capital Fund Management S.A. 0.04% Reduce -44.9% 25,806 $4.5M
Brookstone Capital Management 0.05% Reduce -54.7% 25,619 $4.4M
Harbor Advisors LLC 0.68% No change 25,552 $4.4M
MML Investors Services, LLC 0.01% Add +1.4% 25,521 $4.4M
Simon Quick Advisors, LLC 0.20% Reduce -0.2% 25,499 $4.4M
MassMutual Private Wealth & Trust, FSB 0.11% Reduce -0.7% 25,435 $4.4M
Allstate Corp. 0.10% Add +86.2% 25,119 $4.3M
SteelPeak Wealth, LLC 0.15% Add +579.6% 25,083 $4.3M
Naviter Wealth, LLC 0.50% Add +5.8% 25,060 $4.3M
United Capital Financial Advisors, LLC 0.03% Reduce -7.9% 24,872 $4.3M
Equitable Holdings, Inc. 0.03% Add +1.6% 24,534 $4.2M
DAVENPORT & Co LLC 0.02% Reduce -3.9% 24,523 $4.2M
ING Groep NV 0.02% Add +1846.2% 24,444 $4.2M
Groupe la Francaise 0.06% Reduce -1.0% 24,389 $4.2M
Stratos Investment Management, LLC 0.17% Add +2.8% 24,380 $4.2M
TCW Group Inc. 0.04% Reduce -55.2% 24,331 $4.2M
American Assets Capital Advisers, LLC 4.43% Reduce -1.2% 24,253 $4.2M
Vident Advisory, LLC 0.04% Reduce -5.1% 24,112 $4.2M
Vontobel Holding Ltd. 0.01% Add +35.4% 23,963 $4.1M
Polar Asset Management Partners Inc. 0.12% Reduce -61.0% 23,815 $4.1M
Oppenheimer Asset Management Inc. 0.04% Reduce -1.3% 23,582 $4.1M
Boothbay Fund Management, LLC 0.11% Reduce -38.2% 23,565 $4.1M
Jump Financial, LLC 0.05% Add +904.8% 23,391 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.2% 23,173 $4.0M
Westpac Banking Corp. 0.25% No change 22,999 $4.0M
Hamilton Capital Partners Inc. 0.16% Add +19.6% 22,948 $4.0M
Ar Asset Management Inc. 0.84% No change 22,840 $3.9M
NewEdge Advisors, LLC 0.02% Add +4.7% 22,760 $3.9M
Mizuho Securities USA LLC 0.08% Add +6.7% 23,349 $3.9M
Forest Hill Capital, LLC 2.29% No change 22,500 $3.9M
iA Global Asset Management Inc. 0.05% New 22,263 $3.8M
Signet Investment Advisory Group, Inc. 1.81% Add +1.8% 21,826 $3.8M
Oddo BHF Asset Management Sas 0.14% Reduce -13.5% 21,784 $3.8M
Vectors Research Management, LLC 1.18% Add +2.9% 21,600 $3.7M
VestGen Advisors, LLC 0.12% Add +3.8% 21,520 $3.7M
Keybank National Association 0.01% Reduce -0.9% 21,504 $3.7M
Meridian Wealth Management, LLC 0.14% Reduce -3.0% 21,487 $3.7M
Pensionfund Sabic 1.01% Reduce -5.7% 21,447 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.6% 21,158 $3.7M
Stevens Capital Management LP 0.49% Reduce -17.3% 21,350 $3.7M
Vinva Investment Management Ltd 0.07% Add +19.8% 21,616 $3.7M
Kentucky Retirement Systems 0.10% Reduce -0.3% 21,177 $3.7M
Concurrent Investment Advisors, LLC 0.06% Add +2.2% 21,072 $3.6M
Nomura Holdings Inc. 0.02% New 20,971 $3.6M
Point Windward Advisors Inc. 1.70% Reduce -3.9% 20,783 $3.6M
Daiichi Life Insurance Co., Ltd. 0.09% No change 20,510 $3.5M
JPL Wealth Management, LLC 0.84% Add +0.1% 20,455 $3.5M
Guggenheim Capital LLC 0.03% Reduce -38.1% 20,372 $3.5M
Trinity Legacy Partners, LLC 0.81% Reduce -0.2% 20,663 $3.5M
Oppenheimer & Co. Inc. 0.04% Add +4.7% 20,136 $3.5M
Cozad Asset Management Inc. 0.28% Reduce -0.5% 20,100 $3.5M
NewEdge Wealth, LLC 0.05% Reduce -0.4% 20,665 $3.4M
DoubleLine ETF Adviser LP 1.03% Add +5.7% 19,737 $3.4M
Leavell Investment Management, Inc. 0.14% Reduce -14.3% 19,666 $3.4M
Canandaigua National Bank & Trust Co. 0.30% Reduce -0.8% 19,636 $3.4M
Harbor Investment Advisory, LLC 0.28% Add +12.9% 19,587 $3.4M
Rakuten Investment Management, Inc. 0.01% — 58,432 $3.4M
Marshall Financial Group, LLC 0.65% Add +3.5% 19,175 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +52.5% 19,249 $3.3M
Hartford Investment Management Co. 0.10% Reduce -1.7% 18,787 $3.2M
Cherry Creek Investment Advisors, Inc. 1.40% Add +0.6% 18,694 $3.2M
Van Lanschot Kempen Investment Management N.V. 0.03% Reduce -26.3% 18,692 $3.2M
Entropy Technologies, LP 0.24% New 18,627 $3.2M
Bokf, NA 0.05% Add +106.5% 18,385 $3.2M
Hall Capital Management Co. Inc. 1.25% Add +0.1% 18,326 $3.2M
Arcadia Investment Management Corp. 0.48% Add +0.5% 17,909 $3.1M
Munich Reinsurance Co Stock Corp in Munich 0.08% — 17,892 $3.1M
Maryland State Retirement & Pension System 0.06% No change 17,877 $3.1M
Highline Wealth Partners LLC 0.83% Reduce -11.2% 17,802 $3.1M
Hennion & Walsh Asset Management, Inc. 0.11% Add +17.4% 17,666 $3.1M
Generali Asset Management SPA SGR 0.07% Add +2.4% 17,632 $3.0M
Benedict Financial Advisors Inc. 0.66% Add +0.2% 17,481 $3.0M
Gulf International Bank (UK) Ltd 0.10% Reduce -1.5% 17,473 $3.0M
River Wealth Advisors LLC 0.35% Add +32.8% 17,461 $3.0M
WealthShield Partners, LLC 0.34% Add +1.9% 17,453 $3.0M
Lanark Financial, Inc. 0.23% Reduce -1.9% 17,307 $3.0M
Lockheed Martin Investment Management Co. 0.11% Reduce -3.6% 17,240 $3.0M
GeoWealth Management, LLC 0.11% Add +2.3% 17,143 $3.0M
Impax Asset Management Group plc 0.02% Reduce -1.8% 17,127 $3.0M
Sound View Wealth Advisors Group, LLC 0.20% Add +0.5% 16,894 $2.9M
Louisiana State Employees Retirement System 0.05% Add +0.6% 16,800 $2.9M
U.S. Capital Wealth Advisors, LLC 0.08% Add +86.8% 16,596 $2.9M
Mendel Money Management 1.20% Reduce -2.3% 16,527 $2.9M
Marco Investment Management LLC 0.22% Add +4.4% 16,450 $2.8M
Stiles Financial Services Inc 0.90% Add +12.0% 16,442 $2.8M
Decatur Capital Management, Inc. 1.12% Add +0.3% 16,356 $2.8M
Loudon Investment Management, LLC 1.47% No change 16,235 $2.8M
Horst & Graben Wealth Management LLC 0.43% Add +0.7% 16,140 $2.8M
Novare Capital Management LLC 0.21% Reduce -22.9% 16,118 $2.8M
Lido Advisors, LLC 0.01% Add +27.1% 16,077 $2.8M
Tealwood Asset Management Inc. 1.12% Reduce -2.8% 16,069 $2.8M
Ieq Capital, LLC 0.01% Add +144.0% 16,072 $2.8M
Hixon Zuercher, LLC 0.83% Reduce -1.3% 15,717 $2.7M
Sagace Wealth Management LLC 1.83% Add +9.3% 15,570 $2.7M
Securian Asset Management, Inc. 0.07% Reduce -6.2% 15,423 $2.7M
Crossmark Global Holdings, Inc. 0.04% Add +1.7% 15,302 $2.6M
Nikulski Financial, Inc. 0.66% Add +1.7% 15,301 $2.6M
ArrowMark Colorado Holdings LLC 0.05% Reduce -18.8% 15,284 $2.6M
Courier Capital LLC 0.15% Add +0.5% 15,275 $2.6M
Security National Bank of So Dak 1.33% Reduce -0.5% 15,273 $2.6M
Occidental Asset Management, LLC 0.33% Add +7.3% 15,222 $2.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.20% Reduce -3.2% 15,200 $2.6M
Redmond Asset Management, LLC 0.64% Add +0.1% 15,192 $2.6M
Edgestream Partners, L.P. 0.08% New 15,029 $2.6M
Gold Investment Management Ltd. 0.87% Add +1.3% 14,966 $2.6M
Iowa State Bank 0.48% Reduce -0.3% 14,656 $2.5M
Summit Trail Advisors, LLC 0.03% Add +581.8% 14,488 $2.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +239.3% 14,418 $2.5M
Kestra Private Wealth Services, LLC 0.03% Reduce -11.0% 14,405 $2.5M
GC Wealth Management RIA, LLC 0.08% Add +15.8% 14,393 $2.5M
IHT Wealth Management, LLC 0.06% Add +15.0% 14,384 $2.5M
Delta Global Management LP 0.18% New 14,377 $2.5M
New Mexico Educational Retirement Board 0.08% Reduce -1.4% 14,350 $2.5M
Security National Bank of Sioux City Iowa 1.61% Add +0.4% 14,335 $2.5M
Armor Investment Advisors, LLC 0.78% Reduce -53.5% 14,316 $2.5M
Measured Risk Portfolios, Inc. 2.67% Reduce -1.3% 14,293 $2.5M
Jackson Square Capital, LLC 0.54% Reduce -10.8% 14,189 $2.5M
AG2R La Mondiale Gestion D'actifs 0.13% No change 14,046 $2.4M
Pine Valley Investments Ltd Liability Co 0.13% Add +0.8% 14,136 $2.4M
Hunter Associates Investment Management LLC 0.34% Add +2.4% 14,029 $2.4M
Stratos Wealth Partners, LTD. 0.03% Add +39.2% 13,966 $2.4M
Atria Investments, Inc 0.03% Add +6.3% 13,965 $2.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.0% 14,025 $2.4M
E. Ohman J:or Asset Management AB 0.06% No change 13,849 $2.4M
Taylor Frigon Capital Management LLC 1.18% Add +1.3% 13,682 $2.4M
Crestwood Advisors Group, LLC 0.04% Add +2.1% 13,496 $2.3M
Perpetual Ltd 0.03% Add +5.8% 13,390 $2.3M
Mirabaud Asset Management Ltd 1.12% Add +16.9% 13,566 $2.3M
Harrington Investments, INC 1.15% Reduce -0.4% 13,293 $2.3M
Tidal Investments LLC 0.01% Add +58.3% 13,261 $2.3M
Front Row Advisors LLC 0.77% Reduce -0.1% 13,220 $2.3M
Symphony Financial, Ltd. Co. 0.28% Reduce -3.1% 13,416 $2.3M
Stolper Co 0.68% Add +1.9% 12,971 $2.2M
Triton Financial Group Inc 1.50% Add +3.2% 12,968 $2.2M
Robbins Farley 0.93% Add +14.5% 12,947 $2.2M
Ellsworth Advisors, LLC 0.48% Add +5.2% 12,729 $2.2M
BankPlus Trust Department 0.59% Add +2.4% 12,798 $2.2M
Pathway Financial Advisers, LLC 0.65% Add +5.2% 12,848 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -8.2% 12,696 $2.2M
Atlantic Union Bankshares Corp 0.04% Add +3.1% 12,690 $2.2M
Smith Salley Wealth Management 0.11% Add +4.7% 12,471 $2.2M
Prelude Capital Management, LLC 0.17% Add +28.6% 12,380 $2.1M
Delta Capital Management LLC 1.12% Reduce -0.6% 12,325 $2.1M
Sophron Capital Management L.P. 0.66% Add +69.3% 12,315 $2.1M
Advisors Preferred, LLC 0.31% No change 12,300 $2.1M
SWP Investment Management LLC 2.04% Add +9.6% 12,028 $2.1M
Readystate Asset Management LP 0.20% Reduce -0.1% 11,999 $2.1M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +5.1% 11,845 $2.0M
Jennison Associates LLC 0.00% Reduce -6.7% 11,699 $2.0M
BNP Paribas 0.06% Add +29.3% 11,685 $2.0M
Tortoise Capital Advisors, L.L.C. 0.03% New 11,672 $2.0M
HGI Capital Management, LLC 5.54% Reduce -51.8% 11,661 $2.0M
Plan Group Financial, LLC 0.54% Add +13.1% 11,608 $2.0M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +0.9% 11,572 $2.0M
RoundAngle Advisors LLC 1.54% Add +6.5% 11,473 $2.0M
Cwm, LLC 0.01% Add +6.2% 11,450 $2.0M
Private Advisor Group, LLC 0.01% Reduce -2.7% 11,417 $2.0M
Cim Investment Management Inc. 0.53% Reduce -50.7% 11,217 $1.9M
DRW Securities, LLC 0.10% Add +426.6% 11,159 $1.9M
Virtu Financial LLC 0.11% Add +126.1% 11,172 $1.9M
One Capital Management, LLC 0.06% Reduce -3.4% 11,159 $1.9M
HB Wealth Management, LLC 0.01% Add +4.9% 11,126 $1.9M
Independent Advisor Alliance 0.05% Add +33.8% 11,094 $1.9M
Norway Savings Bank 0.92% Add +4.7% 11,007 $1.9M
World Investment Advisors 0.04% Add +412.7% 11,003 $1.9M
Snowden Capital Advisors LLC 0.05% Reduce -0.2% 10,970 $1.9M
Harvest Portfolios Group Inc. 0.03% Add +2.5% 10,809 $1.9M
Glenmede Investment Management, LP 0.01% Add +0.1% 10,735 $1.9M
Park Avenue Securities LLC 0.01% Add +3.4% 10,597 $1.8M
Boomfish Wealth Group, LLC 0.97% Add +1.3% 10,439 $1.8M
IFP Advisors, Inc 0.05% Add +2.1% 10,404 $1.8M
Apollon Wealth Management, LLC 0.03% Add +1.2% 10,329 $1.8M
Intech Investment Management LLC 0.02% Reduce -56.4% 10,310 $1.8M
Condor Capital Management 0.15% Reduce -0.7% 10,301 $1.8M
Empowered Funds, LLC 0.02% Add +30.2% 10,262 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +1.2% 10,217 $1.8M
Azzad Asset Management Inc. 0.17% Add +5.1% 10,147 $1.8M
Centiva Capital, LP 0.16% Add +96.0% 10,066 $1.7M
Argentarii, LLC 0.69% Reduce -15.3% 10,052 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -7.6% 9,914 $1.7M
Florida Trust Wealth Management Co 0.05% Add +2.1% 9,797 $1.7M
Verdence Capital Advisors LLC 0.10% New 9,260 $1.6M
Werlinich Asset Management, LLC 0.80% Add +0.5% 9,358 $1.6M
Legacy Bridge, LLC 0.67% Reduce -0.9% 9,335 $1.6M
GAMMA Investing LLC 0.09% Add +6.2% 9,313 $1.6M
OneAscent Financial Services LLC 0.11% Add +24.4% 9,296 $1.6M
Laird Norton Wetherby Wealth Management, LLC 0.07% Add +1.8% 9,290 $1.6M
Shepherd Financial Partners LLC 0.15% Reduce -0.7% 9,283 $1.6M
Wahed Invest LLC 0.22% Reduce -0.3% 9,144 $1.6M
Moneta Group Investment Advisors LLC 0.01% Reduce -1.4% 9,073 $1.6M
Farther Finance Advisors, LLC 0.02% Add +146.7% 8,993 $1.6M
Arkadios Wealth Advisors 0.04% Add +30.1% 8,982 $1.6M
Ossiam 0.02% Reduce -10.3% 8,960 $1.5M
Arbor Capital Management Inc. 1.24% Reduce -1.9% 8,901 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -1.5% 8,877 $1.5M
Ninepoint Partners LP 0.21% New 8,860 $1.5M
SG Americas Securities, LLC 0.01% Reduce -97.8% 8,826 $1.5M
Mufg Securities Americas Inc. 0.10% Add +23.2% 8,645 $1.5M
Bessemer Group Inc. 0.00% Add +4.0% 8,621 $1.5M
GoalVest Advisory LLC 0.31% Add +4195.0% 8,590 $1.5M
Trust Co. of Vermont 0.06% Reduce -1.0% 8,575 $1.5M
Trust Co. of Toledo NA 0.15% Reduce -1.8% 8,571 $1.5M
Choreo, LLC 0.02% Reduce -11.5% 8,444 $1.5M
Telos Capital Management, Inc. 0.14% Add +3.7% 8,389 $1.5M
Quadrant Capital Group LLC 0.05% Add +0.6% 8,377 $1.4M
Rowlandmiller & Partners.adv 0.28% Add +10.6% 8,271 $1.4M
Cresset Asset Management, LLC 0.01% Add +4.9% 8,201 $1.4M
Harbor Capital Advisors, Inc. 0.11% Add +2.7% 8,172 $1.4M
PFG Investments, LLC 0.07% Reduce -1.4% 7,958 $1.4M
Commerce Bank 0.01% Add +13.2% 7,940 $1.4M
Andra AP-fonden 0.02% No change 7,832 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -42.2% 7,779 $1.3M
Ameritas Investment Partners, Inc. 0.04% Reduce -7.0% 7,682 $1.3M
Little House Capital LLC 0.30% Reduce -1.1% 7,673 $1.3M
YANKCOM Partnership 0.59% Reduce -0.3% 7,582 $1.3M
Advisory Services Network, LLC 0.02% Add +0.2% 7,541 $1.3M
Kovack Advisors, Inc. 0.12% Reduce -2.7% 7,461 $1.3M
Pacific Sun Financial Corp 0.62% Add +13.0% 7,456 $1.3M
Silver Oak Securities, Incorporated 0.10% Add +9.5% 7,411 $1.3M
Scotia Capital Inc. 0.01% Add +0.9% 7,379 $1.3M
Ballentine Partners, LLC 0.02% Add +1.9% 7,317 $1.3M
Paragon Private Wealth Management, LLC 0.41% Reduce -0.3% 7,294 $1.3M
Albion Financial Group 0.08% Reduce -0.3% 7,276 $1.3M
Exchange Traded Concepts, LLC 0.01% Add +8.2% 7,190 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +4.3% 7,185 $1.2M
Brown Advisory Inc. 0.00% Reduce -16.2% 7,136 $1.2M
TD Waterhouse Canada Inc. 0.01% Reduce -5.0% 7,176 $1.2M
Retirement Planning Co of New England, Inc. 0.49% Reduce -0.4% 7,108 $1.2M
Correct Capital Wealth Management 0.23% Add +1.5% 7,094 $1.2M
Horizon Investments, LLC 0.02% Add +32.2% 7,065 $1.2M
Advisors Management Group Inc. 0.21% Reduce -0.8% 7,034 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +21.3% 7,025 $1.2M
Pinnacle Financial Partners Inc 0.03% Reduce -2.5% 6,818 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Reduce -40.0% 6,792 $1.2M
Capital Square, LLC 0.60% Add +0.6% 6,788 $1.2M
Brian Low Financial Group, LLC 0.90% Add +24.9% 6,725 $1.2M
Simplex Trading, LLC 0.03% New 6,689 $1.2M
Systematic Financial Management LP 0.03% No change 6,673 $1.2M
CoreCap Advisors, LLC 0.04% Add +1.2% 6,522 $1.1M
Baillie Gifford & Co. 0.00% No change 6,474 $1.1M
Kintegral Advisory, LLC 0.09% Reduce -0.5% 6,421 $1.1M
Ostrum Asset Management 0.05% Reduce -6.8% 6,385 $1.1M
Roman Butler Fullerton & Co. 0.29% Add +0.1% 6,547 $1.1M
Jacobi Capital Management LLC 0.07% Add +0.5% 6,275 $1.1M
Caprock Group, LLC 0.03% — 6,408 $1.1M
Carnegie Investment Counsel 0.02% Add +5.6% 6,206 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +11.8% 6,184 $1.1M
Wolverine Trading, LLC 0.02% Add +39.7% 6,251 $1.1M
MUFG Securities EMEA plc 0.03% Add +558.4% 6,136 $1.1M
AAFMAA Wealth Management & Trust LLC 0.42% Reduce -1.6% 6,096 $1.1M
Praxis Investment Management Inc. 0.06% No change 6,060 $1.0M
Columbia Bank 0.29% Add +30.9% 5,977 $1.0M
Jefferies Financial Group Inc. 0.01% New 6,044 $1.0M
Meeder Advisory Services, Inc. 0.05% Reduce -15.7% 6,027 $1.0M
Carret Asset Management, LLC 0.10% No change 5,995 $1.0M
Coldstream Capital Management Inc. 0.01% Reduce -4.3% 5,976 $1.0M
Sumitomo Life Insurance Co. 0.03% Reduce -2.9% 5,969 $1.0M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -39.4% 5,966 $1.0M
Merit Financial Group, LLC 0.01% Add +11.8% 5,846 $1.0M
Gilman Hill Asset Management, LLC 0.16% Reduce -6.7% 5,808 $1.0M
Tred Avon Family Wealth, LLC 0.34% — 5,781 $999K
1776 Wealth LLC 0.38% No change 5,775 $998K
GF Fund Management Co. LTD. 0.02% Reduce -5.5% 5,613 $970K
Twin Capital Management Inc. 0.12% Reduce -46.2% 5,531 $956K
Dorsey & Whitney Trust CO LLC 0.05% Add +6.7% 5,482 $948K
HighPoint Advisor Group LLC 0.04% Add +1.4% 5,453 $943K
AlphaQuest LLC 0.06% Add +2695.9% 5,452 $943K
Red Cedar Investment Management, LLC 0.11% No change 5,451 $942K
Vise Technologies, Inc. 0.04% Reduce -1.6% 5,443 $941K
Cyndeo Wealth Partners, LLC 0.05% Reduce -0.4% 5,429 $939K
First Manhattan Co. Llc. 0.00% Add +8.0% 5,385 $931K
Synovus Financial Corp. 0.01% Reduce -0.1% 5,371 $929K
Oak Thistle LLC 0.14% New 5,339 $923K
Gladstone Institutional Advisory LLC 0.04% Add +7.4% 5,318 $919K
Mystic Asset Management, Inc. 0.21% Add +2.6% 5,283 $913K
Convergence Investment Partners, LLC 0.20% New 5,279 $913K
Sigma Planning Corp 0.03% Reduce -34.5% 5,182 $896K
Savant Capital, LLC 0.01% Reduce -0.7% 5,164 $893K
Bridgewater Associates 0.00% Reduce -57.5% 5,158 $892K
F/m Investments LLC 0.03% Reduce -0.0% 5,100 $882K
First National Trust Co 0.03% Reduce -3.3% 5,090 $880K
Tema ETFs LLC 0.07% New 5,085 $879K
Texas Bank & Trust Co 0.33% Add +28.9% 5,083 $879K
Principal Securities, Inc. 0.01% Add +7.6% 5,039 $871K
Probity Advisors, Inc. 0.14% Add +0.9% 5,011 $866K
Lavaca Capital LLC 0.16% No change 5,000 $864K
Agate Pass Investment Management, LLC 0.33% No change 4,965 $858K
Wulff, Hansen & Co. 0.74% No change 4,961 $858K
Greenleaf Trust 0.01% Reduce -0.1% 4,925 $851K
CHICAGO TRUST Co NA 0.12% Reduce -19.6% 4,871 $842K
Cove Private Wealth, LLC 0.27% No change 4,850 $838K
Sfmg, LLC 0.06% Add +0.2% 4,823 $834K
Summit Financial, LLC 0.01% Add +23.5% 4,816 $833K
Goelzer Investment Management, Inc. 0.04% No change 4,816 $833K
New Hampshire Trust 0.16% Add +13.1% 4,807 $831K
Gsa Capital Partners LLP 0.07% New 4,798 $829K
Parallel Advisors, LLC 0.02% Add +5.3% 4,785 $827K
Wealthspire Advisors, LLC 0.00% Reduce -23.1% 4,767 $824K
Signaturefd, LLC 0.01% Add +0.6% 4,743 $820K
1ST Source Bank 0.04% Reduce -1.5% 4,728 $817K
Siemens Fonds Invest GmbH 0.04% Reduce -1.5% 4,697 $812K
Invst, LLC 0.09% Reduce -1.9% 4,662 $806K
Valeo Financial Advisors, LLC 0.02% Add +1.8% 4,660 $806K
Schnieders Capital Management, Llc. 0.13% — 4,658 $805K
Pinion Investment Advisors, LLC 0.22% New 4,477 $803K
Prestige Wealth Management Group LLC 0.15% Add +3.2% 4,624 $799K
Moloney Securities Asset Management, LLC 0.10% Reduce -46.5% 4,614 $798K
Johnson Investment Counsel Inc. 0.01% Reduce -1.2% 4,613 $798K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.4% 4,590 $794K
Bramshill Investments, LLC 0.05% Reduce -52.6% 4,572 $790K
Mission Creek Capital Partners, Inc. 0.16% No change 4,551 $787K
Montecito Bank & Trust 0.12% — 4,545 $786K
Sovran Advisors, LLC 0.07% Reduce -9.9% 4,596 $785K
Caldwell Sutter Capital, Inc. 0.33% Reduce -2.5% 4,534 $784K
Kennebec Savings Bank 0.71% Add +0.1% 4,498 $778K
Federated Hermes, Inc. 0.00% Add +12.4% 4,489 $776K
Walter & Keenan Wealth Management LLC /in/ 0.22% Reduce -9.5% 4,487 $776K
Balboa Wealth Partners 0.13% Add +4.2% 4,450 $769K
LongView Wealth Management 0.21% Add +0.9% 4,423 $765K
Cascade Investment Group, Inc. 0.51% Reduce -1.8% 4,420 $764K
Gallacher Capital Management LLC 0.30% New 4,410 $762K
Legacy Advisors, LLC 0.09% — 4,401 $761K
First Commonwealth Financial Corp 0.13% Reduce -4.5% 4,338 $750K
Frank, Rimerman Advisors LLC 0.05% Reduce -0.6% 4,308 $745K
Clear Creek Financial Management, LLC 0.06% Add +2.1% 4,295 $743K
Western Wealth Management, LLC 0.04% Reduce -0.3% 4,288 $741K
Denali Advisors LLC 0.08% Reduce -35.9% 4,247 $734K
Wedmont Private Capital 0.03% Add +1.0% 4,184 $733K
Kingswood Wealth Advisors, LLC 0.04% Reduce -11.9% 4,187 $724K
Legacy Capital Group California, Inc. 0.18% Add +0.7% 4,180 $723K
RB Capital Management, LLC 0.16% Add +2.5% 4,143 $716K
James Investment Research, Inc. 0.08% Reduce -2.6% 4,138 $715K
Whittier Trust Co. 0.01% Add +1.1% 4,033 $711K
Alpine Woods Capital Investors, LLC 0.16% No change 4,099 $709K
Canada Post Corp Registered Pension Plan 0.03% No change 4,156 $707K
Silvercrest Asset Management Group LLC 0.00% Reduce -2.1% 4,061 $702K
O'ROURKE & COMPANY, Inc 0.29% Add +70.4% 4,028 $696K
Pines Wealth Management, LLC 0.23% Add +8.2% 3,988 $689K
Arista Wealth Management, LLC 0.09% No change 3,958 $684K
Tacita Capital Inc 0.41% No change 3,936 $680K
Advocate Group LLC 0.11% No change 3,843 $664K
Lakeshore Capital Group, Inc. 0.54% Add +2.5% 3,835 $663K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.5% 3,820 $660K
Clear Harbor Asset Management, LLC 0.05% Reduce -0.4% 3,805 $658K
Centurion Wealth Management LLC 0.15% No change 3,802 $657K
NovaPoint Capital, LLC 0.16% New 3,795 $656K
Heritage Investors Management Corp. 0.02% Reduce -14.3% 3,793 $656K
Resources Management Corp. /CT/ 0.08% Reduce -9.8% 3,779 $653K
Profund Advisors LLC 0.02% Add +0.5% 3,755 $649K
Mather Group, Llc. 0.01% Reduce -0.6% 3,743 $647K
Sage Capital Management, LLC 0.29% Add +0.2% 3,733 $645K
Meiji Yasuda Asset Management Co Ltd. 0.03% No change 3,701 $640K
American Institute for Advanced Investment Management, LLP 0.42% Reduce -7.2% 3,690 $638K
Prudent Man Advisors, LLC 0.23% Reduce -50.9% 3,680 $636K
Lazard Asset Management LLC 0.00% Reduce -2.5% 3,642 $630K
Finivi Inc. 0.40% Reduce -0.1% 3,638 $629K
Evergreen Capital Management LLC 0.01% Add +10.3% 3,605 $623K
Callan Family Office, LLC 0.02% Reduce -21.7% 3,569 $617K
Pasadena Private Wealth, LLC 0.09% Reduce -11.4% 3,549 $614K
Mutual Advisors, LLC 0.01% Add +0.8% 3,459 $607K
Willner & Heller, LLC 0.47% Add +0.7% 3,504 $606K
Stonegate Management LLC 0.40% — 3,500 $605K
Nvwm, LLC 0.14% Add +4.0% 3,492 $604K
Infrastructure Capital Advisors, LLC 0.11% Reduce -15.7% 3,513 $599K
Oak Asset Management, LLC 0.20% Reduce -12.7% 3,452 $597K
SVB Wealth LLC 0.03% Reduce -38.9% 3,448 $596K
CIBC Private Wealth Group LLC 0.00% Add +35.6% 3,380 $584K
Checchi Capital Advisers, LLC 0.04% Reduce -42.4% 3,341 $578K
Cigna Investments Inc. 0.08% No change 3,332 $576K
Convergence Financial, LLC 0.09% Reduce -9.9% 3,328 $575K
Fairtree Asset Management (Pty) Ltd 0.38% No change 3,328 $575K
Alteri Wealth LLC 0.20% Add +11.4% 3,311 $572K
Waverly Advisors, LLC 0.01% Add +125.3% 3,308 $572K
Erste Asset Management GmbH 0.01% Reduce -97.1% 3,351 $570K
Kingsview Wealth Management, LLC 0.01% Add +9.4% 3,286 $568K
Omnia Family Wealth, LLC 0.18% Reduce -0.1% 3,243 $561K
Smartleaf Asset Management LLC 0.03% Add +103.8% 3,283 $559K
Compound Planning, Inc. 0.02% Add +8.9% 3,205 $554K
Walleye Trading LLC 0.01% New 3,162 $547K
Fort Sheridan Advisors LLC 0.07% Reduce -0.5% 3,148 $544K
Leonteq Securities AG 0.03% Add +241.8% 3,127 $541K
Evercore Wealth Management, LLC 0.01% Reduce -5.6% 3,102 $536K
LYNX Capital Group Ltd. 0.25% No change 3,091 $534K
Pflug Koory, LLC 0.25% Reduce -0.5% 3,089 $534K
KCM Investment Advisors LLC 0.02% Reduce -2.4% 3,082 $533K
Premier Path Wealth Partners, LLC 0.07% Reduce -0.5% 3,080 $532K
BankPlus Wealth Management LLC 0.31% Add +5.8% 3,067 $530K
Elmwood Wealth Management, Inc. 0.19% Reduce -0.3% 3,043 $526K
American Investment Services, Inc. 0.13% No change 3,030 $524K
Qtron Investments LLC 0.06% No change 3,024 $523K
Private Trust Co. NA 0.05% Reduce -4.9% 3,023 $523K
Turning Point Benefit Group, Inc. 0.31% Add +21.3% 3,033 $520K
Keeler Thomas Management LLC 0.23% Reduce -1.0% 2,906 $502K
NorthRock Partners, LLC 0.01% Reduce -8.8% 2,889 $499K
Warwick Investment Management, Inc. 0.09% New 2,877 $497K
QTR Family Wealth, LLC 0.24% Add +0.3% 2,873 $497K
Focus Partners Advisor Solutions, LLC 0.01% New 2,882 $497K
Verity Asset Management, Inc. 0.16% Reduce -11.2% 2,868 $496K
Summit Place Financial Advisors, LLC 0.23% No change 2,857 $494K
LDR Capital Management LLC 1.30% Reduce -58.3% 2,768 $479K
Fifth Third Wealth Advisors LLC 0.02% Add +5.1% 2,759 $477K
Lederer & Associates Investment Counsel 0.31% Add +1.1% 2,741 $474K
Spirepoint Private Client, LLC 0.05% Add +128.2% 2,738 $473K
Sycomore Asset Management 0.08% No change 500,000 $473K
Aldebaran Financial Inc. 0.47% Reduce -8.0% 2,735 $473K
Diligent Investors, LLC 0.12% Add +0.8% 2,692 $465K
Bard Financial Services, Inc. 0.05% Reduce -8.5% 2,690 $465K
Assetmark, Inc. 0.00% Add +11.9% 2,690 $465K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% Reduce -3.6% 2,687 $464K
Beck Capital Management, LLC 0.11% Add +9.4% 2,664 $461K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -2.4% 2,659 $460K
Howard Capital Management, LLC 0.01% Add +27.1% 2,655 $459K
J.W. Cole Advisors, Inc. 0.01% Add +0.5% 2,637 $456K
Channel Wealth LLC 0.12% Reduce -3.6% 2,634 $455K
Severin Investments, LLC 0.40% Add +5.5% 2,624 $454K
Wilmington Savings Fund Society, FSB 0.01% Reduce -36.9% 2,584 $447K
Commerzbank Aktiengesellschaft 0.01% Add +33.9% 2,570 $445K
Banco Santander, S.A. 0.00% Add +24.2% 2,557 $442K
Longfellow Investment Management Co. LLC 0.10% Reduce -36.6% 2,532 $438K
CNB Bank 0.18% Reduce -12.0% 2,529 $437K
Sagespring Wealth Partners, LLC 0.01% Reduce -3.6% 2,519 $436K
Waldron Private Wealth LLC 0.02% No change 2,519 $435K
Clearstead Advisors, LLC 0.01% Add +0.7% 2,481 $429K
Brown Brothers Harriman & Co. 0.00% Add +29.4% 2,481 $429K
Gentry Private Wealth, LLC 0.30% New 2,480 $429K
Hanover Advisors Inc. 0.17% Add +4.5% 2,472 $427K
CX Institutional 0.01% Add +20.7% 2,422 $419K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +33.1% 2,419 $418K
State of Wyoming 0.05% New 2,407 $416K
Zimmer Partners, LP 0.01% Reduce -85.0% 2,400 $415K
Eastern Bank 0.01% Reduce -35.4% 2,400 $415K
Waddell & Associates, LLC 0.04% Add +3.9% 2,397 $414K
BOK Financial Private Wealth, Inc. 0.03% Add +5102.2% 2,393 $414K
Daymark Wealth Partners, LLC 0.01% Reduce -2.6% 2,374 $410K
Freestone Grove Partners LP 0.00% Add +38.8% 2,372 $410K
Sage Mountain Advisors LLC 0.02% Add +4.2% 2,369 $410K
Raiffeisen Bank International AG 0.01% Add +11.5% 2,406 $409K
Ellevest, Inc. 0.06% New 2,364 $409K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +6.7% 2,343 $405K
Lake Street Private Wealth, LLC 0.05% Add +0.0% 2,334 $403K
Samalin Investment Counsel, LLC 0.14% Add +1.1% 2,326 $402K
Cullinan Associates Inc. 0.03% No change 2,319 $401K
Hutchens & Kramer Investment Management Group, LLC 0.16% Add +3.8% 2,318 $401K
Syon Capital LLC 0.02% Add +4.3% 2,317 $401K
Flagship Harbor Advisors, LLC 0.02% Add +1.3% 2,312 $400K
Yelin Lapidot Holdings Management Ltd. 0.08% No change 2,300 $398K
Aventura Private Wealth, LLC 0.15% Reduce -11.9% 2,285 $395K
Blue Trust, Inc. 0.00% Add +2.1% 2,279 $394K
Ascentis Independent Advisors 0.07% Add +4.2% 2,270 $392K
GTS Securities LLC 0.01% Reduce -32.8% 2,243 $388K
Trueblood Wealth Management, LLC 0.15% Reduce -1.2% 2,239 $387K
McGowan Group Asset Management, Inc. 0.05% No change 2,230 $386K
Holderness Investments Co. 0.08% Reduce -0.0% 2,229 $385K
Wedbush Securities Inc. 0.01% Add +12.2% 2,219 $384K
BTC Capital Management, Inc. 0.03% New 2,210 $382K
Reliant Investment Partners, LLC 0.30% Reduce -2.8% 2,163 $381K
Forum Financial Management, LP 0.01% Add +0.9% 2,200 $380K
Arax Advisory Partners 0.01% Add +676.9% 2,183 $378K
United Community Bank 0.12% Add +137.8% 2,173 $376K
Gerber, LLC 0.23% No change 2,140 $370K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -7.6% 2,135 $369K
Nilsine Partners, LLC 0.03% Add +1.1% 2,130 $368K
Mgo One Seven LLC 0.01% New 2,125 $367K
Versant Capital Management, Inc 0.05% Add +531.4% 2,109 $365K
CWA Asset Management Group, LLC 0.01% Reduce -0.8% 2,096 $362K
Riverbend Wealth Management, LLC 0.25% Add +2.4% 2,091 $362K
Avantax Planning Partners, Inc. 0.01% Reduce -1.3% 2,079 $359K
Independence Bank of Kentucky 0.05% No change 2,075 $359K
Argent Trust Co 0.01% Reduce -18.6% 2,071 $358K
TD Private Client Wealth LLC 0.01% Add +7.3% 2,066 $357K
Lewis Asset Management, LLC 0.15% Reduce -18.3% 2,065 $357K
Requisite Capital Management, LLC 0.06% New 2,059 $356K
Group One Trading LLC 0.01% Add +2970.2% 2,057 $356K
EverSource Wealth Advisors, LLC 0.01% Add +1.6% 2,046 $354K
Segment Wealth Management, LLC 0.02% Add +4.9% 2,044 $353K
Harbour Investments, Inc. 0.01% Reduce -17.3% 2,043 $353K
Cetera Trust Company, N.A 0.20% No change 2,040 $353K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -15.6% 2,030 $351K
White Knight Strategic Wealth Advisors, LLC 0.28% New 2,028 $351K
Ramirez Asset Management, Inc. 0.05% No change 2,018 $349K
Farringdon Capital, Ltd. 0.09% New 2,013 $348K
Brooklyn Investment Group 0.05% Reduce -4.7% 2,024 $347K
Aristides Capital LLC 0.10% New 2,000 $346K
DeDora Capital, Inc. 0.08% Reduce -1.1% 1,997 $345K
First County Bank 0.18% Add +7.8% 1,996 $345K
Ranch Capital Advisors Inc. 0.13% No change 1,995 $345K
Madrona Financial Services, LLC 0.08% Reduce -0.5% 1,989 $344K
Earned Wealth Advisors, LLC 0.06% Add +28.8% 1,986 $343K
EntryPoint Capital, LLC 0.13% New 1,967 $340K
Tranquility Partners, LLC 0.11% Add +6.0% 1,965 $340K
Dearborn Partners LLC 0.02% No change 1,963 $339K
Caldwell Trust Co 0.03% No change 1,962 $339K
Clarius Group, LLC 0.02% Reduce -13.8% 1,961 $339K
Independent Financial Group, LLC 0.01% Reduce -2.5% 1,944 $336K
Seamount Financial Group Inc. 0.16% Add +13.4% 1,909 $330K
Dakota Community Bank & Trust NA 1.30% Reduce -0.8% 1,908 $330K
Integrated Advisors Network LLC 0.01% Reduce -1.5% 1,907 $330K
Pettee Investors, Inc. 0.18% No change 1,900 $328K
International Assets Investment Management, LLC 0.03% No change 1,888 $323K
Platform Technology Partners 0.08% New 1,862 $322K
Global Retirement Partners, LLC 0.01% Add +10.4% 1,854 $321K
Legacy Financial Advisors, Inc. 0.04% New 1,852 $320K
Dover Advisors, LLC 0.13% Add +0.3% 1,843 $319K
Chicago Partners Investment Group LLC 0.01% Add +8.3% 1,817 $316K
Capstone Investment Advisors, LLC 0.00% Add +48.7% 1,816 $314K
Orange Investment Advisors, Inc. 0.03% Reduce -20.3% 1,815 $314K
Acadian Asset Management LLC 0.00% Reduce -59.8% 1,815 $313K
Alps Advisors Inc. 0.00% Add +22.8% 1,795 $310K
Walled Lake Planning & Wealth Management, LLC 0.10% Add +0.7% 1,787 $309K
NBT Bank, N.A. 0.02% No change 1,776 $307K
Tiemann Investment Advisors, LLC 0.12% No change 1,775 $307K
Obermeyer Wealth Partners 0.01% No change 1,775 $307K
Armistice Capital, LLC 0.01% New 1,768 $306K
Thoma Capital Management LLC 0.17% Add +0.9% 1,753 $303K
Cohen Capital Management, Inc. 0.05% No change 1,752 $303K
Shelton Capital Management 0.01% No change 1,745 $302K
Panagora Asset Management Inc. 0.00% Reduce -33.9% 1,742 $301K
Investment Partners, LTD. 0.11% Add +26.6% 1,740 $301K
Quantum Portfolio Management LLC 0.09% Add +8.8% 1,737 $300K
MWA Asset Management 0.17% Reduce -9.7% 1,736 $300K
PDS Planning, Inc 0.02% Reduce -2.5% 1,723 $298K
AE Wealth Management LLC 0.00% Add +6.9% 1,722 $298K
Bailard, Inc. 0.01% Add +0.4% 1,720 $297K
Brandywine Oak Private Wealth LLC 0.03% No change 1,706 $295K
BSW Wealth Partners 0.04% Add +20.4% 1,700 $294K
Blue Chip Partners, LLC 0.02% Add +1.6% 1,680 $290K
Aviance Capital Partners, LLC 0.03% No change 1,680 $290K
MIdWestOne Financial Group, Inc. 0.04% Add +2.5% 1,671 $289K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +7.7% 1,670 $289K
Amarillo National Bank 0.05% No change 1,667 $288K
Montag A & Associates Inc. 0.01% Reduce -29.3% 1,659 $287K
Emprise Bank 0.12% No change 1,653 $286K
Los Angeles Capital Management LLC 0.00% No change 1,619 $280K
Perigon Wealth Management, LLC 0.01% Add +17.7% 1,614 $279K
Hummer Financial Advisory Services Inc 0.20% No change 1,600 $277K
Carderock Capital Management Inc. 0.07% No change 1,600 $277K
BCS Private Wealth Management, Inc. 0.10% No change 1,594 $276K
First Financial Bank - Trust Division 0.02% Reduce -0.8% 1,590 $275K
Core Wealth Partners LLC 0.13% Add +0.8% 1,586 $274K
Turtle Creek Wealth Advisors, LLC 0.02% Add +6.5% 1,585 $274K
OneDigital Investment Advisors LLC 0.00% Reduce -15.3% 1,584 $274K
L2 Asset Management, LLC 0.04% Add +4.7% 1,581 $273K
Axis Wealth Partners, LLC 0.16% Add +0.2% 1,559 $270K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 1,550 $268K
Sterling Investment Advisors, Ltd. 0.05% Add +7.0% 1,538 $266K
Visionary Wealth Advisors 0.01% Reduce -0.3% 1,535 $265K
Alta Advisers Ltd 0.08% No change 1,533 $265K
one8zero8, LLC 0.06% No change 1,525 $264K
Monument Capital Management 0.07% Reduce -9.8% 1,519 $263K
Northeast Financial Group, Inc. 0.07% No change 1,514 $262K
First Affirmative Financial Network 0.12% Add +10.7% 1,511 $261K
Cloud Capital Management, LLC 0.14% Reduce -0.1% 1,514 $261K
Canandaigua National Trust Co of Florida 0.21% Add +3.4% 1,499 $259K
Muzinich & Co., Inc. 0.10% No change 1,496 $259K
Phoenix Financial Ltd. 0.00% Reduce -28.7% 1,489 $258K
Spire Wealth Management 0.01% Reduce -0.1% 1,487 $257K
West Family Investments, Inc. 0.06% Add +1.2% 1,479 $256K
Keebeck Wealth Management 0.03% Add +4.2% 1,477 $255K
Hudock, Inc. 0.04% New 1,474 $255K
XTX Topco Ltd 0.01% Reduce -8.6% 1,469 $254K
Permanent Capital Management, LP 0.05% — 1,464 $253K
PFG Advisors 0.01% New 1,463 $253K
Commons Capital, LLC 0.17% Add +4.6% 1,463 $253K
Consolidated Portfolio Review Corp 0.03% Add +0.6% 1,449 $250K
Manchester Capital Management LLC 0.03% Add +2.8% 1,443 $249K
Level Four Advisory Services, LLC 0.01% Reduce -0.3% 1,408 $243K
Prosperity Consulting Group, LLC 0.01% Add +2.9% 1,408 $243K
Tiaa Trust, National Association 0.00% Reduce -17.9% 1,401 $242K
Cannell & Spears LLC 0.00% Add +1.1% 1,393 $241K
RFG Advisory, LLC 0.01% Reduce -49.8% 1,392 $241K
Oxler Private Wealth LLC 0.07% Add +0.7% 1,388 $240K
Regent Peak Wealth Advisors LLC 0.05% — 1,387 $240K
Aureus Asset Management, LLC 0.02% No change 1,385 $239K
180 Wealth Advisors, LLC 0.03% Reduce -4.4% 1,377 $238K
Patton Fund Management, Inc. 0.04% No change 1,377 $238K
Fiduciary Group, LLC 0.02% No change 1,375 $238K
Advisors Capital Management, LLC 0.00% Add +0.1% 1,365 $236K
Wealthcare Advisory Partners LLC 0.00% Add +1.2% 1,350 $233K
Personal Cfo Solutions, LLC 0.04% Add +5.7% 1,347 $233K
First Citizens Bank & Trust Co. 0.01% Reduce -2.0% 1,337 $231K
Colonial River Investments, LLC 0.09% No change 1,336 $231K
Axxcess Wealth Management, LLC 0.00% No change 1,336 $231K
Elevation Point Wealth Partners, LLC 0.02% Add +423.1% 1,334 $231K
Radnor Capital Management, LLC 0.04% Add +6.6% 1,333 $230K
Meadow Creek Wealth Advisors LLC 0.15% No change 1,316 $229K
Catalyst Financial Partners LLC 0.03% Add +3.4% 1,316 $228K
Schrum Private Wealth Management LLC 0.17% Add +0.1% 1,313 $227K
Geneos Wealth Management Inc. 0.01% Reduce -4.5% 1,311 $227K
Bourgeon Capital Management LLC 0.04% No change 1,307 $226K
Elm3 Financial Group, LLC 0.19% Reduce -26.9% 1,307 $226K
M&G PLC 0.00% Add +8.2% 1,304 $226K
MTM Investment Management, LLC 0.07% Reduce -26.7% 1,303 $225K
True North Advisors, LLC 0.04% Add +5.4% 1,302 $225K
Insigneo Advisory Services, LLC 0.02% Add +0.7% 1,297 $224K
Wealth Alliance, LLC 0.02% No change 1,290 $223K
Walker Asset Management, LLC 0.12% Add +0.8% 1,289 $223K
Tower Bridge Advisors 0.02% New 1,275 $220K
Clare Market Investments LLC 0.04% Reduce -16.1% 1,275 $220K
Flynn Zito Capital Management, LLC 0.08% Reduce -14.6% 1,272 $220K
Beacon Investment Advisors LLC 0.09% Add +0.9% 1,271 $220K
Franchise Capital Ltd 0.10% Add +16.5% 1,268 $219K
Intrua Financial, LLC 0.03% Reduce -60.3% 1,267 $219K
Calamos Wealth Management LLC 0.01% New 1,260 $218K
Belpointe Asset Management LLC 0.01% Reduce -0.6% 1,256 $217K
Prospera Financial Services Inc 0.00% Add +3.9% 1,247 $216K
CFS Investment Advisory Services, LLC 0.02% Add +1.1% 1,204 $216K
FLC Capital Advisors 0.04% No change 1,238 $214K
Centaurus Financial, Inc. 0.01% Reduce -21.5% 1,240 $214K
Cornerstone Wealth Management, LLC 0.01% Add +0.1% 1,238 $214K
BOS Asset Management, LLC 0.06% Reduce -17.7% 1,234 $213K
Shell Asset Management Co. 0.02% Reduce -26.2% 1,229 $212K
Focus Financial Network, Inc. 0.01% Reduce -26.4% 1,224 $212K
Conning Inc. 0.01% No change 1,224 $212K
Natural Investments, LLC 0.05% Add +4.8% 1,223 $211K
MASTERINVEST Kapitalanlage GmbH 0.02% No change 1,214 $210K
Wolverine Asset Management LLC 0.01% No change 1,199 $207K
Thoroughbred Financial Services, LLC 0.01% Add +0.8% 1,203 $207K
Hanson & Doremus Investment Management 0.03% Reduce -1.7% 1,192 $206K
MN Wealth Advisors, LLC 0.11% Add +1.4% 1,191 $206K
Smith, Moore & Co. 0.02% Add +0.2% 1,191 $206K
Hilltop Holdings Inc. 0.01% Reduce -3.4% 1,178 $204K
Westwood Holdings Group Inc. 0.00% New 1,169 $202K
Auxier Asset Management LLC 0.03% Reduce -2.2% 1,167 $202K
Wright Investors Service Inc. 0.06% Reduce -5.1% 1,166 $202K
Capital Analysts, LLC 0.01% Reduce -2.8% 1,128 $195K
Battery Global Advisors, LLC 0.09% New 1,115 $193K
Payden & Rygel 0.02% Reduce -89.4% 1,100 $190K
Riverview Trust Co 0.23% No change 1,096 $189K
Ameliora Wealth Management Ltd. 0.06% No change 1,050 $182K
Larson Financial Group LLC 0.01% Add +42.4% 1,045 $181K
Cromwell Holdings LLC 0.10% No change 1,033 $179K
ORG Partners LLC 0.03% Add +1.5% 1,016 $176K
Quent Capital, LLC 0.01% New 994 $172K
Monetary Management Group Inc. 0.04% No change 912 $158K
Rosenberg Matthew Hamilton 0.03% No change 906 $157K
Optimum Investment Advisors 0.06% No change 900 $156K
Global X Japan Co., Ltd. 0.01% Reduce -14.5% 894 $155K
Cheviot Value Management, LLC 0.02% No change 886 $154K
Avalon Trust Co 0.01% Add +112.2% 885 $153K
Catalyst Capital Advisors LLC 0.00% Reduce -4.2% 869 $150K
Parkside Financial Bank & Trust 0.01% Reduce -16.3% 852 $147K
CYBER HORNET ETFs LLC 0.09% Add +3.8% 822 $142K
Sentry Investment Management LLC 0.09% Reduce -14.0% 817 $142K
North Star Investment Management Corp. 0.01% Add +0.5% 798 $138K
Westfuller Advisors, LLC 0.06% New 787 $136K
Bartlett & Co. Wealth Management LLC 0.00% Add +5.2% 772 $133K
Inlight Wealth Management, LLC 0.06% No change 770 $133K
Fulcrum Asset Management LLP 0.04% No change 768 $133K
Steigerwald, Gordon & Koch Inc. 0.01% New 764 $132K
Ancora Advisors LLC 0.00% Add +33.4% 763 $132K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 720 $124K
Creative Financial Designs Inc. 0.01% Add +8.6% 684 $118K
Motco 0.01% No change 651 $113K
Whittier Trust Co. of Nevada Inc. 0.00% No change 636 $112K
Physician Wealth Advisors, Inc. 0.02% Add +11.2% 646 $112K
Broadwater Capital Management LLC 0.08% Reduce -99.4% 640 $111K
Foster Dykema Cabot & Partners, LLC 0.01% Add +8.9% 637 $110K
NFJ Investment Group, LLC 0.00% Reduce -96.6% 627 $108K
GPS Wealth Strategies Group, LLC 0.01% Add +0.3% 624 $108K
Park Place Capital Corp 0.02% No change 621 $107K
Pacific Center for Financial Services 0.03% Add +0.3% 602 $104K
Ameritas Advisory Services, LLC 0.01% Reduce -11.2% 588 $102K
Zions Bancorporation, National Association 0.01% Add +12.5% 585 $101K
Private Wealth Asset Management, LLC 0.01% Add +37.4% 580 $100K
High Note Wealth, LLC 0.02% Reduce -27.9% 578 $100K
CENTRAL TRUST Co 0.00% Add +8.4% 569 $98K
Summit Securities Group LLC 0.03% Add +77.3% 555 $96K
Kentucky Trust Co 0.05% No change 545 $94K
HM Payson & Co. 0.00% No change 509 $88K
Glen Eagle Advisors, LLC 0.01% No change 501 $87K
Coastline Trust Co 0.01% No change 500 $86K
Ascentis Wealth Management, LLC 0.02% No change 487 $84K
GHP Investment Advisors, Inc. 0.00% Add +0.6% 485 $84K
Missouri Trust & Investment Co 0.02% No change 482 $83K
TCTC Holdings, LLC 0.00% No change 471 $81K
AdvisorShares Investments LLC 0.01% Add +150.8% 459 $79K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 449 $78K
CVA Family Office, LLC 0.01% Reduce -0.2% 442 $76K
Financial Perspectives, Inc 0.02% No change 428 $74K
Quarry LP 0.02% Reduce -3.9% 425 $73K
HHM Wealth Advisors, LLC 0.01% No change 420 $73K
Guinness Asset Management LTD 0.00% New 421 $72K
Copia Wealth Management 0.05% Add +11.0% 414 $72K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -19.4% 403 $70K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -17.6% 394 $68K
Dunhill Financial, LLC 0.02% Add +42.4% 386 $67K
PFS Partners, LLC 0.03% Add +0.3% 377 $65K
Asset Dedication, LLC 0.00% Reduce -1.3% 372 $64K
Evermay Wealth Management LLC 0.01% No change 370 $64K
Chesapeake Asset Management LLC 0.06% Add +51.0% 370 $64K
SouthState Bank Corp 0.00% Reduce -12.2% 366 $63K
Salem Investment Counselors Inc. 0.00% Add +9.3% 353 $61K
Smithfield Trust Co 0.00% No change 350 $61K
Peoples Financial Services Corp. 0.03% New 351 $61K
Godsey & Gibb, Inc. 0.01% No change 350 $61K
Golden State Wealth Management, LLC 0.01% No change 348 $60K
SOA Wealth Advisors, LLC. 0.01% Add +0.9% 344 $59K
Alpine Bank Wealth Management 0.01% No change 340 $59K
Adirondack Trust Co. 0.02% Reduce -0.9% 340 $59K
Gen-Wealth Partners Inc 0.02% No change 335 $58K
Grove Bank & Trust 0.01% No change 322 $56K
Bruce G. Allen Investments, LLC 0.04% No change 317 $55K
Elevation Wealth Partners, LLC 0.02% Add +5.0% 316 $55K
Roxbury Financial LLC 0.05% No change 315 $54K
Crowley Wealth Management, Inc. 0.04% No change 300 $52K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 300 $52K
Deseret Mutual Benefit Administrators 0.02% No change 299 $52K
Princeton Global Asset Management LLC 0.01% No change 288 $50K
Ameriflex Group, Inc. 0.02% Add +79.8% 284 $49K
First United Bank & Trust 0.02% Reduce -5.2% 275 $48K
St Germain D J Co. Inc. 0.00% Reduce -25.6% 273 $47K
Stance Capital LLC 0.02% Reduce -96.4% 266 $46K
First Pacific Financial 0.01% Add +0.8% 264 $46K
Wiser Advisor Group LLC 0.06% New 260 $45K
Root Financial Partners, LLC 0.00% New 255 $44K
Key Financial Inc 0.01% Reduce -1.2% 256 $44K
Abound Wealth Management 0.01% Reduce -0.4% 253 $44K
MV Capital Management, Inc. 0.00% No change 248 $43K
Wolff Wiese Magana LLC 0.02% No change 242 $42K
Millstone Evans Group, LLC 0.03% No change 240 $41K
Colonial Trust Co / SC 0.01% Add +43.0% 236 $41K
Truvestments Capital LLC 0.01% Reduce -8.2% 236 $41K
Crews Bank & Trust 0.01% No change 235 $41K
Bfsg, LLC 0.00% No change 230 $40K
Walleye Capital LLC 0.00% Reduce -51.7% 226 $39K
Ulland Investment Advisors, LLC 0.03% Reduce -2.2% 225 $39K
City State Bank 0.01% No change 223 $39K
1 North Wealth Services LLC 0.02% Add +0.9% 219 $38K
WPG Advisers, LLC 0.03% Add +5.8% 218 $38K
South Plains Financial, Inc. 0.02% Add +39.7% 218 $38K
NFSG Corp 0.01% No change 213 $37K
Rise Advisors, LLC 0.01% Add +4.1% 204 $35K
Westside Investment Management, Inc. 0.01% Add +33.8% 202 $35K
Horrell Capital Management, Inc. 0.01% No change 200 $35K
Hoey Investments, Inc. 0.00% New 200 $35K
Caitong International Asset Management Co., Ltd 0.02% New 199 $34K
Rossby Financial, LCC 0.01% No change 200 $34K
AdvisorNet Financial, Inc 0.00% Reduce -25.2% 196 $34K
Barnes Dennig Private Wealth Management LLC 0.03% New 186 $32K
GW&K Investment Management, LLC 0.00% Reduce -7.5% 184 $32K
First Horizon Corp. 0.00% — 181 $31K
American Capital Advisory, LLC 0.01% Reduce -0.6% 180 $31K
Harvest Fund Management Co., Ltd 0.00% Add +970.6% 182 $31K
Fortitude Family Office, LLC 0.01% Reduce -1.1% 179 $31K
Greykasell Wealth Strategies, Inc. 0.01% No change 178 $31K
Tobam 0.01% No change 163 $28K
Sunbelt Securities, Inc. 0.00% Add +347.2% 161 $28K
Gables Capital Management Inc. 0.01% No change 160 $28K
Dagco, Inc. 0.01% Add +0.6% 159 $28K
Salomon & Ludwin, LLC 0.00% New 156 $28K
Medallion Wealth Advisors, LLC 0.01% No change 159 $27K
Covestor Ltd 0.01% Reduce -8.9% 154 $27K
Stephens Consulting, LLC 0.01% Reduce -5.7% 150 $26K
Indiana Trust & Investment Management Co 0.01% No change 150 $26K
Rialto Wealth Management, LLC 0.01% Add +2.0% 150 $26K
Pinnacle Bancorp, Inc. 0.01% New 143 $25K
Meeder Asset Management Inc. 0.00% Reduce -48.9% 142 $25K
Dynamic Wealth Strategies, LLC 0.02% No change 137 $24K
Palisade Asset Management, LLC 0.00% New 137 $24K
Smallwood Wealth Investment Management, LLC 0.01% No change 134 $23K
Cornerstone Planning Group LLC 0.00% Add +260.8% 469 $22K
Sachetta, LLC 0.01% No change 119 $21K
Provenance Wealth Advisors, LLC 0.00% New 118 $20K
Clearstead Trust, LLC 0.00% Reduce -1.8% 109 $19K
Armstrong Advisory Group, Inc. 0.00% Add +12.5% 108 $19K
Hilltop National Bank 0.00% Reduce -1.9% 106 $18K
Barrett & Company, Inc. 0.01% No change 105 $18K
Clean Yield Group 0.00% No change 101 $17K
Mark Sheptoff Financial Planning, LLC 0.01% New 100 $17K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $17K
McIlrath & Eck, LLC 0.00% No change 96 $17K
Solstein Capital, LLC 0.01% No change 93 $16K
Hantz Financial Services, Inc. 0.00% Add +27.0% 94 $16K
Activest Wealth Management 0.00% Reduce -23.3% 92 $16K
Delta Asset Management LLC 0.00% No change 92 $16K
Hughes Financial Services, LLC 0.00% Add +3.4% 92 $16K
Bell Investment Advisors, Inc 0.00% Reduce -3.2% 90 $16K
North Capital, Inc. 0.01% Add +1.1% 90 $16K
Aspect Partners, LLC 0.01% Reduce -1.1% 88 $15K
Pension & Wealth Management Advisors, Inc. 0.00% Add +4200.0% 86 $15K
Financial Management Professionals, Inc. 0.00% Reduce -2.4% 82 $14K
Team Financial Group, LLC 0.01% No change 79 $14K
Private Wealth Management Group, LLC 0.00% No change 79 $14K
Horizon Financial Services, LLC 0.01% New 78 $13K
Old Second National Bank of Aurora 0.00% Add +67.4% 77 $13K
LRI Investments, LLC 0.00% No change 71 $12K
DT Investment Partners, LLC 0.00% No change 70 $12K
Avion Wealth 0.00% Reduce -10.1% 71 $12K
Johnson Financial Group, Inc. 0.00% New 68 $12K
Howard Hughes Medical Institute 0.01% No change 68 $12K
Concord Wealth Partners 0.00% No change 68 $12K
Arlington Trust Co LLC 0.00% Add +18.2% 65 $11K
Ogorek Anthony Joseph /NY/ 0.00% Add +3.1% 67 $11K
Hemington Wealth Management 0.00% Add +27.4% 65 $11K
Duncker Streett & Co. Inc. 0.00% No change 60 $10K
Trifecta Capital Advisors, LLC 0.00% Add +210.5% 59 $10K
Morse Asset Management, Inc 0.00% No change 58 $10K
Addison Advisors LLC 0.00% Add +14.0% 57 $10K
2UniFi Bank 0.00% No change 55 $10K
Anfield Capital Management, LLC 0.00% No change 55 $10K
Newton One Investments LLC 0.00% Add +2.0% 51 $9K
Future Financial Wealth Managment LLC 0.01% Reduce -73.0% 50 $9K
ESL Trust Services, LLC 0.00% No change 50 $9K
Financial Consulate, Inc. 0.00% New 50 $9K
Toth Financial Advisory Corp. 0.00% No change 50 $9K
Colonial Trust Advisors 0.00% No change 50 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 48 $8K
Seneschal Advisors, LLC 0.01% New 46 $8K
New Millennium Group LLC 0.00% No change 45 $8K
Painted Porch Advisors LLC 0.00% No change 45 $8K
LFA - Lugano Financial Advisors SA 0.00% No change 42 $7K
Accent Capital Management, LLC 0.00% New 41 $7K
Capital Advisors, Ltd. LLC 0.00% No change 42 $7K
Bangor Savings Bank 0.00% No change 40 $7K
Perkins Coie Trust Co 0.00% Reduce -50.6% 38 $7K
Noble Wealth Management PBC 0.00% — 36 $6K
Marquette Asset Management, LLC 0.00% New 36 $6K
Frazier Financial Advisors, LLC 0.00% No change 33 $6K
CBIZ Investment Advisory Services, LLC 0.00% Add +19.2% 31 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 30 $5K
Raffa Wealth Management, LLC 0.00% Reduce -86.7% 30 $5K
IMG Wealth Management, Inc. 0.00% No change 29 $5K
T. Rowe Price Investment Management, Inc. 0.00% New 27 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -98.3% 28 $5K
Wealth Preservation Advisors, LLC 0.00% No change 27 $5K
Valley National Advisers Inc. 0.00% Add +7.7% 28 $4K
JFS Wealth Advisors, LLC 0.00% No change 23 $4K
Nemes Rush Group LLC 0.00% No change 23 $4K
Essential Partners LLC 0.00% New 22 $4K
Quest 10 Wealth Builders, Inc. 0.00% No change 22 $4K
SWAN Capital LLC 0.00% No change 20 $3K
Bare Financial Services, Inc 0.00% No change 20 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 20 $3K
Dogwood Wealth Management LLC 0.00% Reduce -67.2% 19 $3K
True Wealth Design, LLC 0.00% No change 19 $3K
Kilter Group LLC 0.00% Add +5.9% 18 $3K
Tortoise Investment Management, LLC 0.00% Add +20.0% 18 $3K
Transamerica Financial Advisors, LLC 0.00% New 17 $3K
Core Alternative Capital 0.00% No change 16 $3K
Halbert Hargrove Global Advisors, LLC 0.00% New 15 $3K
Richard W. Paul & Associates, LLC 0.00% No change 15 $3K
RMG Wealth Management LLC 0.00% No change 15 $3K
Advanced Portfolio Management, LLC 0.01% New 14 $2K
Nova Wealth Management, Inc. 0.00% No change 13 $2K
Clark Wealth Partners 0.00% No change 14 $2K
Financial Gravity Asset Management, Inc. 0.00% — 12 $2K
Principia Wealth Advisory, LLC 0.00% Add +22.2% 11 $2K
Tradewinds Capital Management, LLC 0.00% No change 11 $2K
Texas Capital Bancshares Inc 0.00% New 10 $2K
Wealth Watch Advisors, INC 0.00% New 10 $2K
Banque Transatlantique SA 0.00% New 10 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 10 $2K
Redwood Park Advisors LLC 0.00% No change 9 $2K
TFC Financial Management, Inc. 0.00% No change 9 $2K
Retirement Wealth Solutions LLC 0.00% Add +800.0% 9 $2K
Winnacle Wealth LLC 0.00% New 8 $1K
Binnacle Investments Inc 0.00% Add +100.0% 8 $1K
LGT Financial Advisors LLC 0.00% No change 8 $1K
Archer Investment Corp 0.00% No change 8 $1K
Manning & Napier Advisors LLC 0.00% New 8 $1K
Country Trust Bank 0.00% New 8 $1K
Strengthening Families & Communities, LLC 0.00% New 7 $1K
Quaker Wealth Management, LLC 0.00% Reduce -12.5% 7 $1K
Flagship Wealth Advisors, LLC 0.00% New 7 $1K
Roble, Belko & Company, Inc 0.00% No change 3 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 5 $864
Davis Capital Management 0.00% — 3 $519
Fairscale Capital, LLC 0.00% No change 3 $519
Bridge Generations Wealth Management LLC 0.00% No change 3 $519
First Command Advisory Services, Inc. 0.00% No change 3 $519
Heartwood Wealth Advisors LLC 0.00% New 3 $519
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 2 $346
IMA Advisory Services, Inc. 0.00% No change 2 $346
Valued Wealth Advisors LLC 0.00% No change 1 $173
Abich Financial Wealth Management LLC 0.00% — 1 $173
West Branch Capital LLC 0.00% No change 1 $173
Beaird Harris Wealth Management, LLC 0.00% Reduce -80.0% 1 $173

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