Digital Realty TrustDLR

13F holders, Q4 2025 (December 31)
1,192holders −30
64new positions
123sold out
11famous investors
$154.54avg. 13F price*

At the end of Q4 2025, 1,192 institutions reported holding Digital Realty Trust Inc. (DLR) in their 13F filings, down 30 from Q3 2025. 64 opened new positions and 123 sold out. The largest holders were Vanguard Group Inc. ($8.4B), BlackRock, Inc. ($6.0B) and Cohen & Steers, Inc. ($4.3B). 11 famous investors held it, including Andreas Halvorsen (0.6% of Viking Global Investors's portfolio), George Soros (0.2% of Soros Fund 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions64$375.6M
Exits123$282.4M

All 13F filers, Q3 2025 → Q4 2025: 17,920,318 shares bought and 12,302,772 shares sold, net +5,617,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,192 holders

Vanguard Group Inc. 0.12% Add +1.6% 54,260,359 $8.4B
BlackRock, Inc. 0.10% Add +2.3% 38,800,592 $6.0B
Cohen & Steers, Inc. 7.84% Add +18.0% 28,001,340 $4.3B
Norges Bank 0.36% — 21,995,957 $3.4B
State Street Corp. 0.11% Add +1.1% 20,649,053 $3.2B
Geode Capital Management, LLC 0.09% Add +2.2% 9,234,073 $1.4B
Bank of America Corp. 0.10% Add +0.1% 8,936,537 $1.4B
APG Asset Management US Inc. 10.44% Reduce -0.2% 8,617,744 $1.3B
Canada Pension Plan Investment Board 0.77% Reduce -0.0% 7,461,107 $1.2B
Northern Trust Corp. 0.11% Add +2.5% 5,787,922 $895.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% Add +0.7% 4,839,475 $748.7M
Dimensional Fund Advisors LP 0.16% Add +3.3% 4,814,566 $744.9M
JPMorgan Chase & Co. 0.05% Reduce -0.5% 4,670,063 $722.5M
Daiwa Securities Group Inc. 2.29% Add +10.4% 4,546,218 $703.3M
Invesco Ltd. 0.06% Add +8.5% 4,433,515 $685.9M
FMR LLC 0.03% Reduce -9.9% 4,298,426 $665.0M
Morgan Stanley 0.04% Add +3.2% 4,251,287 $657.7M
Charles Schwab Investment Management Inc. 0.10% Add +6.3% 4,215,863 $652.2M
Legal & General Group Plc 0.14% Add +5.9% 4,007,211 $620.0M
Principal Financial Group Inc. 0.29% Reduce -0.5% 3,690,547 $571.0M
Centersquare Investment Management LLC 5.04% Add +5.9% 3,301,513 $510.8M
T. Rowe Price Associates Inc. 0.05% Add +78.8% 3,190,797 $493.6M
Goldman Sachs Group Inc. 0.07% Add +0.8% 3,041,968 $470.6M
Nuveen, LLC 0.10% Add +6.1% 2,537,930 $392.6M
Amundi 0.11% Add +10.3% 2,418,426 $374.2M
Deutsche Bank AG 0.11% Reduce -18.0% 2,220,716 $343.6M
Russell Investments Group, Ltd. 0.35% Add +3.3% 2,060,593 $319.7M
Bank of New York Mellon Corp 0.05% Reduce -0.4% 1,999,095 $309.3M
Resolution Capital Ltd 6.83% Reduce -32.0% 1,998,863 $309.2M
Pictet Asset Management Holding SA 0.30% Reduce -33.4% 1,983,694 $306.9M
Royal Bank of Canada 0.05% Reduce -12.1% 1,928,129 $298.3M
Alliancebernstein L.P. 0.09% Reduce -2.9% 1,904,766 $294.7M
UBS Group AG 0.05% Reduce -36.2% 1,640,347 $253.8M
Sei Investments Co. 0.25% Add +14.4% 1,629,070 $252.0M
Duff & Phelps Investment Management Co. 2.71% Add +11.4% 1,542,710 $238.7M
Viking Global Investors 0.62% New 1,507,988 $233.3M
HSBC Holdings PLC 0.12% Add +14.4% 1,354,201 $209.6M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -8.2% 1,291,103 $199.7M
Capital Research Global Investors 0.04% Add +0.7% 1,265,664 $195.8M
Massachusetts Financial Services Co. 0.06% Reduce -20.9% 1,200,375 $185.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.25% Add +8.7% 979,019 $152.1M
Prudential Financial Inc. 0.18% Reduce -29.7% 981,515 $151.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +6.5% 947,788 $146.9M
Barclays PLC 0.06% Reduce -10.6% 936,524 $144.9M
Swiss National Bank 0.09% Reduce -3.7% 934,549 $144.6M
Aberdeen Group plc 0.22% Reduce -1.8% 917,832 $142.0M
BNP Paribas Financial Markets 0.09% Add +85.2% 882,003 $136.5M
Schroder Investment Management Group 0.10% Reduce -11.6% 846,917 $132.4M
Alyeska Investment Group, L.P. 0.37% Reduce -12.1% 844,874 $130.7M
CANADA LIFE ASSURANCE Co 0.22% Reduce -9.4% 826,040 $127.9M
Janus Henderson Group PLC 0.05% Reduce -5.7% 724,687 $112.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% Add +126.7% 698,457 $108.1M
Raymond James Financial Inc. 0.03% Reduce -0.9% 693,035 $107.2M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +271.1% 692,764 $107.2M
Nordea Investment Management AB 0.09% Add +53.1% 673,347 $104.3M
Asset Management One Co., Ltd. 0.28% Add +1.2% 646,421 $100.6M
Rockefeller Capital Management L.P. 0.17% Add +30.2% 621,180 $96.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% Add +37.7% 617,978 $95.6M
Rhumbline Advisers 0.08% Reduce -2.6% 609,744 $94.3M
Ameriprise Financial Inc. 0.02% Add +0.3% 630,077 $94.1M
Nomura Asset Management Co. Ltd. 0.23% Add +3.6% 598,259 $92.6M
Public Employees Retirement System of Ohio 0.29% Reduce -1.8% 592,732 $91.7M
California Public Employees Retirement System 0.05% Add +3.1% 586,617 $90.8M
Wells Fargo & Company 0.02% Reduce -13.0% 556,026 $86.0M
Aew Capital Management L P 6.15% Reduce -16.2% 549,663 $85.0M
Citigroup Inc. 0.06% Reduce -12.9% 544,309 $84.2M
STRS Ohio 0.30% Reduce -4.4% 516,443 $79.9M
National Pension Service 0.06% Reduce -47.6% 499,823 $77.3M
Balyasny Asset Management L.P. 0.15% Reduce -37.0% 486,912 $75.3M
Wellington Management Group LLP 0.01% Reduce -24.3% 484,952 $75.0M
Adelante Capital Management LLC 4.97% Add +2.9% 476,430 $73.7M
Manufacturers Life Insurance Company, The 0.06% Reduce -2.8% 465,425 $72.0M
Envestnet Asset Management Inc. 0.02% Reduce -2.3% 445,712 $69.0M
California State Teachers Retirement System 0.07% Reduce -5.3% 434,650 $67.2M
PGGM Investments 1.06% No change 434,240 $67.2M
KBC Group NV 0.15% Add +177.9% 415,623 $64.3M
American Century Companies Inc. 0.03% Reduce -26.2% 408,277 $63.2M
Lasalle Investment Management Securities LLC 2.50% Reduce -21.6% 403,427 $62.4M
Pacer Advisors, Inc. 0.16% Reduce -2.5% 387,442 $59.9M
Adage Capital Partners Gp, L.L.C. 0.09% Add +17.4% 371,500 $57.5M
Swedbank AB 0.05% Add +0.8% 353,524 $54.7M
Stifel Financial Corp. 0.05% Reduce -5.1% 350,027 $54.2M
Nomura Asset Management International Inc. 0.08% — 333,637 $51.6M
Allianz Asset Management GmbH 0.06% Add +2.2% 333,142 $51.5M
Franklin Resources Inc. 0.01% Reduce -1.4% 330,004 $51.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Add +6.8% 329,876 $51.0M
Macquarie Group Ltd. 0.22% Reduce -50.3% 324,733 $50.2M
Danske Bank A/S 0.12% Add +29.1% 320,040 $49.5M
Apollo Management Holdings, L.P. 0.56% New 310,500 $48.0M
Aviva PLC 0.08% Add +5.5% 307,935 $47.6M
AQR Capital Management 0.03% Reduce -7.4% 307,772 $47.6M
Two Sigma Investments, LP 0.07% Add +312.5% 305,922 $47.3M
DekaBank Deutsche Girozentrale 0.08% No change 300,216 $46.3M
Citadel Advisors 0.03% Add +48.0% 294,560 $45.6M
State Board of Administration of Florida Retirement System 0.08% Reduce -3.5% 293,636 $45.4M
SG Americas Securities, LLC 0.06% Add +3200.5% 291,306 $45.1M
LPL Financial LLC 0.01% Reduce -11.2% 283,076 $43.8M
State of New Jersey Common Pension Fund D 0.16% Add +2.8% 277,334 $42.9M
Huntington National Bank 0.32% Add +0.7% 258,303 $40.0M
Focus Partners Wealth 0.05% Add +28.7% 240,342 $39.8M
Bank of Montreal 0.02% Add +5.4% 251,576 $38.9M
Retirement Systems of Alabama 0.13% Add +0.2% 249,137 $38.5M
CBRE Investment Management Listed Real Assets LLC 0.57% Reduce -40.9% 248,682 $38.5M
Neuberger Berman Group LLC 0.03% Add +13.0% 247,140 $38.2M
Gotham Asset Management 0.14% Add +35.6% 239,056 $37.0M
Heitman Real Estate Securities LLC 2.50% Reduce -20.2% 229,520 $35.5M
New York State Teachers Retirement System 0.07% Reduce -1.4% 229,249 $35.5M
Ofi Invest Asset Management 0.51% Reduce -1.1% 268,381 $35.4M
Homestead Advisers Corp 0.94% Reduce -12.3% 228,642 $35.4M
Toronto Dominion Bank 0.06% Add +4.4% 226,010 $35.0M
Creative Planning 0.02% Reduce -0.8% 224,686 $34.8M
UniSuper Management Pty Ltd 0.21% Reduce -5.0% 221,436 $34.3M
Korea Investment CORP 0.06% Add +64.3% 209,919 $32.5M
Hazelview Securities Inc. 6.12% Reduce -22.3% 205,105 $31.8M
Natixis Advisors, LLC 0.04% Reduce -11.9% 204,001 $31.6M
State of Alaska, Department of Revenue 0.33% Add +1.2% 201,932 $31.2M
National Bank of Canada 0.03% Add +25.4% 199,456 $30.9M
D. E. Shaw & Co. 0.02% Reduce -65.2% 193,513 $29.9M
Van Eck Associates Corp. 0.02% Add +6.0% 193,277 $29.9M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.18% Add +21.9% 191,870 $29.7M
Resona Asset Management Co.,Ltd. 0.14% Reduce -2.9% 190,854 $29.7M
US Bancorp \de 0.03% Reduce -5.8% 189,004 $29.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.15% Reduce 0.0% 187,638 $29.0M
Cibc World Market Inc. 0.05% Add +16.9% 183,089 $28.3M
State of Wisconsin Investment Board 0.06% Reduce -0.4% 176,374 $27.3M
Handelsbanken Fonder AB 0.08% Add +7.6% 173,487 $26.8M
New York State Common Retirement Fund 0.04% Reduce -26.2% 172,333 $26.7M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -1.4% 170,884 $26.4M
Susquehanna International Group, LLP 0.04% Add +69.6% 164,490 $25.4M
Chevy Chase Trust Holdings, LLC 0.07% Add +0.1% 163,706 $25.3M
Jones Financial Companies LLLP 0.02% Add +9.0% 162,343 $25.1M
KLP Kapitalforvaltning As 0.10% Add +0.1% 159,781 $24.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.19% Add +8.2% 159,308 $24.6M
TD Asset Management Inc 0.02% Add +1.9% 156,781 $24.3M
Credit Agricole S A 0.07% Add +78.5% 154,126 $23.8M
Pacific Heights Asset Management LLC 0.87% Add +20.0% 150,000 $23.2M
Ninety One UK Ltd 0.05% No change 145,000 $22.4M
Treasurer of the State of North Carolina 0.07% Reduce -5.0% 144,159 $22.3M
Metis Global Partners, LLC 0.53% Add +4.2% 143,817 $22.2M
Victory Capital Management Inc. 0.01% Add +7.7% 142,376 $22.0M
Vert Asset Management LLC 7.26% Add +7.5% 141,148 $21.8M
APG Asset Management N.V. 0.06% Reduce -5.9% 165,724 $21.8M
Storebrand Asset Management As 0.06% Add +0.5% 138,477 $21.4M
Baron Capital (BAMCO) 0.06% Reduce -52.8% 138,178 $21.4M
Eurizon Capital SGR S.p.A. 0.07% — 137,114 $21.2M
Royal London Asset Management Ltd. 0.04% Add +0.2% 133,887 $20.7M
State of Tennessee, Department of Treasury 0.07% Add +7.0% 123,487 $20.5M
Midwest Trust Co 0.25% Add +5.1% 130,923 $20.3M
Brookfield Corp 0.03% Reduce -25.2% 130,618 $20.2M
Marshall Wace, LLP 0.02% Reduce -34.1% 129,428 $20.0M
Cibc World Markets Corp. 0.10% — 126,770 $19.6M
IFM Investors Pty Ltd 0.16% Add +4.4% 124,220 $19.2M
Foresight Group Ltd Liability Partnership 2.83% Reduce -3.6% 120,205 $18.8M
&partners 0.10% Add +1.3% 119,106 $18.4M
M&T Bank Corp 0.06% Add +36.9% 112,476 $17.4M
Nisa Investment Advisors, LLC 0.06% Add +12.6% 109,539 $17.1M
DNB Asset Management AS 0.06% Add +15.1% 109,266 $16.9M
Sound Income Strategies, LLC 0.80% Add +17.4% 103,099 $16.9M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -2.6% 108,437 $16.8M
MUFG Securities EMEA plc 0.19% Add +1659.1% 107,937 $16.7M
Clearbridge Investments, LLC 0.01% Add +60.0% 107,872 $16.7M
Lansforsakringar Fondforvaltning AB (publ) 0.08% Add +1.0% 107,693 $16.7M
Voya Investment Management LLC 0.02% Reduce -5.5% 107,419 $16.6M
Easterly Investment Partners LLC 1.01% Add +2.7% 106,342 $16.5M
Alberta Investment Management Corp 0.11% No change 106,000 $16.4M
Sanctuary Advisors, LLC 0.09% Add +3.4% 104,732 $16.2M
Pinnacle Associates Ltd. 0.20% Reduce -3.6% 102,946 $15.9M
DigitalBridge Group, Inc. 1.23% Add +5.2% 102,500 $15.9M
Pinebridge Investments LLC 0.12% — 101,222 $15.7M
First Trust Advisors LP 0.01% Add +8.8% 100,973 $15.6M
Chilton Capital Management LLC 0.53% Reduce -0.5% 99,029 $15.4M
Natixis 0.06% Add +61.0% 98,584 $15.3M
Alpha Cubed Investments, LLC 0.52% Reduce -4.2% 98,467 $15.2M
Arizona State Retirement System 0.08% Reduce -2.4% 96,005 $14.9M
Baird Financial Group, Inc. 0.02% Add +1.3% 95,500 $14.8M
Vision Capital Corp 8.06% Add +0.5% 94,434 $14.6M
Reaves W H & Co. Inc. 0.26% Add +26.2% 94,303 $14.6M
Nissay Asset Management Corp. /Japan 0.07% Add +3.3% 92,769 $14.4M
Commonwealth Equity Services, LLC 0.02% Reduce -9.9% 91,154 $14.1M
Thrivent Financial for Lutherans 0.03% Reduce -2.0% 90,112 $13.9M
Kornitzer Capital Management Inc. 0.29% No change 90,000 $13.9M
Stony Point Capital LLC 1.02% Add +2.6% 89,124 $13.8M
Aptus Capital Advisors, LLC 0.12% Add +2.2% 88,859 $13.7M
NEOS Investment Management LLC 0.08% Add +30.3% 88,629 $13.7M
Todd Asset Management LLC 0.26% Reduce -3.3% 86,945 $13.5M
MetLife Investment Management, LLC 0.06% Reduce -2.3% 86,731 $13.4M
Czech National Bank 0.09% Add +4.6% 85,141 $13.2M
Capital Innovations LLC 3.74% — 84,979 $13.1M
State of Michigan Retirement System 0.06% Reduce -2.4% 84,581 $13.1M
Cornerstone Advisors, LLC 0.43% New 83,250 $12.9M
Teachers Retirement System of the State of Kentucky 0.10% No change 83,113 $12.9M
1832 Asset Management L.P. 0.02% Reduce -9.1% 82,630 $12.8M
Two Sigma Advisers, LP 0.02% New 82,471 $12.8M
Public Sector Pension Investment Board 0.04% Add +19.0% 82,269 $12.7M
Cetera Investment Advisers 0.01% Add +13.7% 81,217 $12.6M
Robeco Institutional Asset Management B.V. 0.02% Add +8.1% 79,548 $12.3M
Davis Selected Advisers 0.06% Reduce -2.5% 79,250 $12.3M
Bank of Nova Scotia 0.02% Add +33.9% 78,708 $12.2M
ProShare Advisors LLC 0.02% Add +6.5% 78,576 $12.2M
Captrust Financial Advisors 0.02% Reduce -0.1% 78,115 $12.1M
Rothschild Investment LLC 0.66% Reduce -3.8% 77,562 $12.0M
Varma Mutual Pension Insurance Co 0.07% Add +14.6% 76,883 $11.9M
CIBC Asset Management Inc 0.03% Add +74.2% 76,551 $11.8M
Zevin Asset Management LLC 1.58% Add +5.1% 76,331 $11.8M
Uniplan Investment Counsel, Inc. 1.20% Add +11.8% 74,863 $11.6M
FIL Ltd 0.01% Reduce -31.4% 74,615 $11.5M
Calamos Advisors LLC 0.07% Reduce -3.9% 72,985 $11.3M
Forsta Ap-Fonden 0.07% Reduce -2.3% 72,100 $11.2M
Capital Investment Advisors, LLC 0.17% Add +4.3% 71,680 $11.1M
Swiss Life Asset Management Ltd 0.06% Add +11.0% 71,324 $11.0M
PensionDanmark Pensionsforsikringsaktieselskab 0.10% — 71,084 $11.0M
B&I Capital AG 3.85% Add +17.9% 69,991 $10.8M
Bogart Wealth, LLC 0.43% Add +1.2% 69,857 $10.8M
Skandinaviska Enskilda Banken AB (publ) 0.04% Add +9.7% 69,771 $10.8M
New Age Alpha Advisors, LLC 0.46% Add +1.0% 69,027 $10.7M
USS Investment Management Ltd 0.05% Add +5.4% 65,609 $10.2M
Bcwm, LLC 3.02% Add +1.7% 65,260 $10.1M
Wesbanco Bank Inc. 0.27% Add +12.0% 63,960 $9.9M
Quantinno Capital Management LP 0.02% Add +28.5% 63,837 $9.9M
Truist Financial Corp. 0.01% Add +4.2% 62,000 $9.6M
Teacher Retirement System of Texas 0.03% Add +2.3% 61,343 $9.5M
Investment Management Corp of Ontario 0.13% Add +19.6% 60,985 $9.4M
Amalgamated Bank 0.07% Reduce -1.6% 60,925 $9.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +24.8% 60,402 $9.3M
Vestcor Inc 0.26% Add +71.7% 59,976 $9.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% New 59,920 $9.3M
Mariner, LLC 0.01% Reduce -13.4% 59,743 $9.2M
Corient Private Wealth LP 0.01% Add +2.6% 58,919 $9.1M
Lyell Wealth Management, LP 0.66% Reduce -1.0% 58,992 $9.1M
Mercer Global Advisors Inc. 0.01% Reduce -4.3% 58,209 $9.0M
Benjamin Edwards Inc. 0.10% Add +6.2% 57,528 $8.9M
Soros Fund Management 0.16% New 57,418 $8.9M
Northstar Asset Management Inc. 2.28% Add +3.0% 57,079 $8.8M
ASR Vermogensbeheer N.V. 0.10% Reduce -1.0% 57,034 $8.8M
TCW Group Inc. 0.06% Add +132.2% 56,495 $8.7M
Agf Management Ltd. 0.04% No change 56,414 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.4% 56,110 $8.7M
Utah Retirement Systems 0.08% Add +0.6% 56,087 $8.7M
Woodline Partners LP 0.03% Reduce -52.2% 55,426 $8.6M
Private Advisory Group LLC 0.68% New 55,402 $8.6M
AEGON ASSET MANAGEMENT UK Plc 0.10% Reduce -13.0% 55,032 $8.5M
Allworth Financial LP 0.03% Add +0.8% 54,864 $8.5M
Franklin Street Advisors Inc. 0.48% Reduce -3.1% 54,412 $8.4M
Sterling Capital Management LLC 0.14% Reduce -4.6% 54,382 $8.4M
Defiance ETFs, LLC 0.28% — 53,717 $8.4M
Penserra Capital Management LLC 0.10% Reduce -2.0% 53,747 $8.3M
MAI Capital Management 0.05% Add +3.5% 52,454 $8.1M
Police & Firemen's Retirement System of New Jersey 0.07% Reduce -3.8% 52,211 $8.1M
Xponance LLC 0.06% Add +3.5% 51,532 $8.0M
Weatherly Asset Management L. P. 0.61% Add +4.2% 50,991 $7.9M
HighTower Advisors, LLC 0.01% Reduce -30.3% 50,761 $7.9M
Yousif Capital Management, LLC 0.09% Reduce -2.5% 48,609 $7.8M
Foster Victor Wealth Advisors, LLC 0.45% Add +5.3% 47,191 $7.7M
Federation des caisses Desjardins du Quebec 0.03% Add +48.7% 49,538 $7.7M
Presima Securities ULC 4.41% Reduce -56.1% 49,452 $7.7M
GSI Capital Advisors LLC 4.27% Add +1.5% 49,297 $7.6M
Advisors Asset Management, Inc. 0.13% Add +25.8% 49,095 $7.6M
Farmers & Merchants Investments Inc. 0.20% Add +3.6% 47,855 $7.4M
Pathstone Holdings, LLC 0.03% Reduce -1.2% 47,459 $7.4M
Wealthfront Advisers LLC 0.02% Reduce -2.2% 47,175 $7.3M
Panagora Asset Management Inc. 0.03% Add +2606.1% 47,141 $7.3M
New York Life Investment Management LLC 0.06% Add +0.2% 46,959 $7.3M
LVM Capital Management Ltd. 0.67% Reduce -0.5% 46,392 $7.2M
Jefferies Financial Group Inc. 0.06% Add +666.0% 46,300 $7.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.20% Reduce -25.3% 46,220 $7.2M
Cerity Partners LLC 0.01% Add +2.5% 46,198 $7.1M
Royal Fund Management, LLC 0.65% Add +19.5% 45,943 $7.1M
Pensionfund PDN 4.47% No change 43,919 $6.8M
Osaic Holdings, Inc. 0.01% Reduce -4.7% 43,727 $6.8M
PNC Financial Services Group, Inc. 0.00% Reduce -1.0% 43,531 $6.7M
Public Employees Retirement Association of Colorado 0.02% Add +0.1% 43,522 $6.7M
Rakuten Investment Management, Inc. 0.02% Reduce -26.0% 43,245 $6.7M
Alerus Financial NA 0.33% Reduce -2.6% 43,349 $6.7M
Strategic Wealth Partners, Ltd. 0.46% Reduce -37.4% 43,338 $6.7M
Naples Global Advisors, LLC 0.50% Add +3.8% 42,729 $6.7M
QRG Capital Management, Inc. 0.07% Reduce -2.2% 42,900 $6.6M
Mutual of America Capital Management LLC 0.07% Add +7.6% 42,424 $6.6M
Ibex Wealth Advisors 0.64% Add +0.1% 41,931 $6.5M
Capital Investment Counsel, LLC 0.90% Add +0.9% 41,892 $6.5M
Sophron Capital Management L.P. 2.03% Add +230.7% 40,726 $6.3M
Baillie Gifford & Co. 0.01% Add +526.2% 40,541 $6.3M
Tufton Capital Management 1.09% Add +0.8% 40,441 $6.3M
Ethic Inc. 0.10% Reduce -0.6% 40,023 $6.2M
Fifth Third Bancorp 0.02% Reduce -4.3% 39,899 $6.2M
Janney Montgomery Scott LLC 0.01% Reduce -4.0% 39,706 $6.1M
Romano Brothers and Company 0.69% Reduce -0.2% 39,209 $6.1M
Edgemoor Investment Advisors, Inc. 0.47% Reduce -3.2% 39,070 $6.0M
Rafferty Asset Management, LLC 0.02% Reduce -3.0% 38,738 $6.0M
Washington Trust Bank 0.42% Add +0.0% 38,465 $6.0M
Mackenzie Financial Corp. 0.01% Reduce -82.1% 38,064 $5.9M
Adell Harriman & Carpenter Inc. 0.35% Reduce -1.5% 38,287 $5.9M
CI Investments Inc. 0.03% Add +0.2% 38,257 $5.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +61.3% 37,380 $5.8M
Allstate Corp. 0.08% Add +48.8% 37,367 $5.8M
OP Asset Management Ltd 0.07% Add +2.5% 37,179 $5.8M
Oregon Public Employees Retirement Fund 0.07% Add +0.8% 36,961 $5.7M
HBK Investments L P 0.07% Reduce -48.1% 36,842 $5.7M
Osmosis Investment Management UK Ltd 0.14% — 36,183 $5.6M
Lighthouse Investment Partners, LLC 0.19% New 36,407 $5.6M
Kestra Advisory Services, LLC 0.02% Add +7.2% 36,283 $5.6M
Vanguard Personalized Indexing Management, LLC 0.05% Reduce -9.4% 35,823 $5.5M
Dynamic Advisor Solutions LLC 0.18% Reduce -0.3% 35,770 $5.5M
Stephens Inc. 0.07% Add +3.1% 35,521 $5.5M
Hancock Whitney Corp. 0.10% Reduce -14.8% 35,376 $5.5M
Global Wealth Management Investment Advisory, Inc. 0.87% Add +18.3% 35,276 $5.5M
Point72 Asset Management 0.01% New 34,900 $5.4M
Silver Lake Advisory, LLC 2.09% Add +2.0% 34,884 $5.4M
Knights of Columbus Asset Advisors LLC 0.30% Reduce -2.1% 34,730 $5.4M
Inspire Investing, LLC 0.48% Add +8.6% 34,693 $5.4M
One Capital Management, LLC 0.16% Add +209.2% 34,498 $5.3M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.30% No change 34,000 $5.3M
Chronos Wealth Management, LLC 2.41% Add +2.8% 33,648 $5.2M
Dean Investment Associates, LLC 0.74% Reduce -4.3% 33,570 $5.2M
Cullen/Frost Bankers, Inc. 0.06% Reduce -52.9% 33,355 $5.2M
SCS Capital Management LLC 0.05% Add +0.3% 32,714 $5.1M
Steward Partners Investment Advisory, LLC 0.03% Reduce -33.3% 32,911 $5.1M
S-Bank Fund Management Ltd 0.66% Reduce -14.7% 32,905 $5.1M
Ensign Peak Advisors, Inc 0.01% Reduce -53.8% 32,798 $5.1M
Avanza Fonder AB 0.13% No change 32,781 $5.1M
D.A. Davidson & Co. 0.03% Add +0.7% 32,623 $5.0M
Jamison Private Wealth Management, Inc. 0.63% Add +1.2% 32,619 $5.0M
Ilmarinen Mutual Pension Insurance Co 0.04% No change 32,600 $5.0M
Motley Fool Asset Management LLC 0.19% New 32,004 $5.0M
Norinchukin Bank, The 0.06% Add +1.5% 31,449 $4.9M
FourThought Financial Partners, LLC 0.41% Add +2.0% 31,247 $4.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 30,959 $4.8M
Fayez Sarofim & Co 0.01% Reduce -28.9% 30,547 $4.7M
Fielder Capital Group LLC 1.00% Add +11.5% 30,362 $4.7M
Nordwand Advisors, LLC 0.82% No change 30,338 $4.7M
Sequoia Financial Advisors, LLC 0.03% Reduce -1.0% 30,214 $4.7M
Peapack Gladstone Financial Corp. 0.06% Add +0.9% 29,864 $4.6M
Texas Yale Capital Corp. 0.14% Add +6.5% 29,748 $4.6M
Oppenheimer Asset Management Inc. 0.06% Add +25.0% 29,467 $4.6M
Prudential PLC 0.04% Reduce -73.4% 29,186 $4.5M
UMB Bank, n.a. 0.06% Reduce -2.3% 28,933 $4.5M
Candriam S.C.A. 0.02% Reduce -77.2% 28,925 $4.5M
O'shaughnessy Asset Management, LLC 0.02% Reduce -3.0% 28,048 $4.3M
Edgewood Management LLC 0.02% No change 27,826 $4.3M
Abn Amro Investment Solutions 0.06% Reduce -11.9% 27,321 $4.2M
Patten & Patten Inc. 0.25% Reduce -4.7% 27,155 $4.2M
MML Investors Services, LLC 0.01% Add +6.1% 27,073 $4.2M
Paralel Advisors LLC 0.16% No change 27,000 $4.2M
MassMutual Private Wealth & Trust, FSB 0.11% Add +4.9% 26,672 $4.1M
Advisors Preferred, LLC 0.66% Add +112.4% 26,121 $4.0M
Hamilton Capital Partners Inc. 0.15% Add +11.6% 25,599 $4.0M
Harbor Advisors LLC 0.59% No change 25,552 $4.0M
Brookstone Capital Management 0.04% Reduce -2.7% 24,923 $3.9M
Simon Quick Advisors, LLC 0.17% Reduce -2.8% 24,795 $3.8M
Stratos Investment Management, LLC 0.15% Add +1.2% 24,677 $3.8M
AIA Group Ltd 0.06% New 24,524 $3.8M
B. Metzler seel. Sohn & Co. AG 0.03% Reduce -43.4% 24,403 $3.8M
United Capital Financial Advisors, LLC 0.02% Reduce -1.9% 24,388 $3.8M
DAVENPORT & Co LLC 0.02% Reduce -0.7% 24,345 $3.8M
Mizuho Securities USA LLC 0.06% Add +0.7% 23,511 $3.8M
Groupe la Francaise 0.06% Reduce -0.4% 24,296 $3.8M
LDR Capital Management LLC 8.04% Add +764.1% 23,918 $3.7M
NewEdge Advisors, LLC 0.01% Add +4.9% 23,884 $3.7M
Equitable Holdings, Inc. 0.03% Reduce -2.8% 23,839 $3.7M
Blair William & Co. 0.01% Reduce -10.7% 23,517 $3.6M
Concurrent Investment Advisors, LLC 0.04% Add +10.1% 23,199 $3.6M
Americana Partners, LLC 0.10% New 23,036 $3.6M
Westpac Banking Corp. 0.22% No change 22,999 $3.6M
Ar Asset Management Inc. 0.73% No change 22,840 $3.5M
FineMark National Bank & Trust 0.11% Reduce -52.8% 22,815 $3.5M
Signet Investment Advisory Group, Inc. 1.63% Add +3.9% 22,677 $3.5M
Forest Hill Capital, LLC 1.78% No change 22,500 $3.5M
Spirit of America Management Corp. 0.74% Reduce -15.9% 22,431 $3.5M
Impax Asset Management Group plc 0.02% Add +30.1% 22,287 $3.4M
Oddo BHF Asset Management Sas 0.13% Add +1.6% 22,140 $3.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.3% 21,637 $3.4M
Naviter Wealth, LLC 0.44% Reduce -13.4% 21,702 $3.4M
Vident Advisory, LLC 0.03% Reduce -10.2% 21,664 $3.4M
Verition Fund Management LLC 0.02% Reduce -41.7% 21,552 $3.3M
Meridian Wealth Management, LLC 0.12% Reduce -0.2% 21,452 $3.3M
River Wealth Advisors LLC 0.37% Add +22.9% 21,450 $3.3M
Pensionfund Sabic 0.90% No change 21,447 $3.3M
Kentucky Retirement Systems 0.09% No change 21,177 $3.3M
Trinity Legacy Partners, LLC 0.75% Add +2.3% 21,141 $3.3M
Oppenheimer & Co. Inc. 0.05% Add +4.7% 21,086 $3.3M
Banque Cantonale Vaudoise 0.12% Reduce -20.4% 21,045 $3.3M
NewEdge Wealth, LLC 0.04% Add +0.4% 20,742 $3.2M
DoubleLine ETF Adviser LP 0.96% Add +4.7% 20,666 $3.2M
Renaissance Technologies 0.00% Reduce -82.5% 20,502 $3.2M
Vectors Research Management, LLC 0.97% Reduce -5.3% 20,462 $3.2M
Point Windward Advisors Inc. 1.53% Reduce -2.2% 20,333 $3.1M
Keybank National Association 0.01% Reduce -6.0% 20,223 $3.1M
Nomura Holdings Inc. 0.01% Reduce -4.0% 20,137 $3.1M
Boston Common Asset Management, LLC 0.19% Reduce -73.7% 20,061 $3.1M
Cozad Asset Management Inc. 0.24% Reduce -0.5% 20,008 $3.1M
Arcadia Investment Management Corp. 0.49% Add +10.0% 19,703 $3.0M
Daiichi Life Insurance Co., Ltd. 0.08% Reduce -5.3% 19,412 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +0.6% 19,354 $3.0M
Lockheed Martin Investment Management Co. 0.10% Add +12.1% 19,320 $3.0M
JPL Wealth Management, LLC 0.73% Reduce -5.6% 19,302 $3.0M
Canandaigua National Bank & Trust Co. 0.27% Reduce -1.9% 19,261 $3.0M
Mirabaud Asset Management Ltd 1.38% Add +32.4% 17,955 $3.0M
Cherry Creek Investment Advisors, Inc. 1.24% No change 18,694 $2.9M
Hartford Investment Management Co. 0.09% Reduce -0.7% 18,658 $2.9M
Tidal Investments LLC 0.01% Add +39.9% 18,548 $2.9M
GeoWealth Management, LLC 0.11% Add +8.1% 18,524 $2.9M
Generali Asset Management SPA SGR 0.06% Add +4.5% 18,419 $2.8M
Meiji Yasuda America Inc 0.65% — 18,390 $2.8M
Marshall Financial Group, LLC 0.55% Reduce -4.7% 18,273 $2.8M
Hall Capital Management Co. Inc. 1.08% Reduce -1.5% 18,049 $2.8M
WealthShield Partners, LLC 0.31% Add +3.3% 18,034 $2.8M
Vanderbilt University 0.48% Reduce -32.1% 17,986 $2.8M
Maryland State Retirement & Pension System 0.06% No change 17,877 $2.8M
Vontobel Holding Ltd. 0.01% Reduce -26.3% 17,655 $2.7M
Gulf International Bank (UK) Ltd 0.09% Add +0.6% 17,578 $2.7M
Sound View Wealth Advisors Group, LLC 0.18% Add +3.9% 17,551 $2.7M
Lanark Financial, Inc. 0.20% Add +1.3% 17,534 $2.7M
Lido Advisors, LLC 0.01% Add +0.7% 16,193 $2.7M
Benedict Financial Advisors Inc. 0.57% Reduce -0.5% 17,397 $2.7M
Crossmark Global Holdings, Inc. 0.04% Add +13.1% 17,311 $2.7M
Stiles Financial Services Inc 0.82% Add +5.2% 17,303 $2.7M
Millennium Management 0.00% Reduce -80.2% 17,081 $2.6M
NorthCoast Asset Management LLC 0.06% Reduce -74.4% 16,983 $2.6M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Reduce -48.5% 16,811 $2.6M
Occidental Asset Management, LLC 0.31% Add +8.8% 16,562 $2.6M
Louisiana State Employees Retirement System 0.04% Reduce -1.8% 16,500 $2.6M
Marco Investment Management LLC 0.19% No change 16,450 $2.5M
Hennion & Walsh Asset Management, Inc. 0.09% Reduce -7.3% 16,381 $2.5M
Vinva Investment Management Ltd 0.03% Reduce -25.6% 16,075 $2.5M
Hixon Zuercher, LLC 0.76% Add +3.0% 16,188 $2.5M
Van Lanschot Kempen Investment Management N.V. 0.02% Reduce -13.6% 16,154 $2.5M
GRS Advisors, LLC 0.22% Reduce -84.6% 16,064 $2.5M
Ieq Capital, LLC 0.01% Reduce -0.2% 16,037 $2.5M
AG2R La Mondiale Gestion D'actifs 0.11% Add +13.7% 15,965 $2.5M
Tealwood Asset Management Inc. 1.09% Reduce -1.9% 15,763 $2.4M
Sagace Wealth Management LLC 1.65% Add +0.9% 15,716 $2.4M
Loudon Investment Management, LLC 1.24% Reduce -5.7% 15,305 $2.4M
Security National Bank of So Dak 1.16% Reduce -0.2% 15,243 $2.4M
Generali Investments CEE, investicni spolecnost, a.s. 0.17% No change 15,200 $2.4M
Gold Investment Management Ltd. 0.75% Add +0.8% 15,091 $2.3M
New Mexico Educational Retirement Board 0.07% Add +4.2% 14,950 $2.3M
Redmond Asset Management, LLC 0.59% Reduce -1.8% 14,921 $2.3M
Nikulski Financial, Inc. 0.55% Reduce -2.8% 14,866 $2.3M
Leavell Investment Management, Inc. 0.10% Reduce -25.1% 14,732 $2.3M
OpenArc Corporate Advisory, LLC 0.04% — 14,698 $2.3M
Nan Shan Life Insurance Co., Ltd. 0.07% Reduce -67.7% 14,611 $2.3M
Perpetual Ltd 0.03% Add +9.0% 14,590 $2.3M
Kestra Private Wealth Services, LLC 0.03% Add +1.2% 14,582 $2.3M
Courier Capital LLC 0.13% Reduce -4.6% 14,571 $2.3M
Assenagon Asset Management S.A. 0.00% Reduce -58.3% 14,545 $2.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 14,418 $2.2M
Iowa State Bank 0.42% Reduce -1.9% 14,382 $2.2M
Security National Bank of Sioux City Iowa 1.42% Reduce -0.1% 14,325 $2.2M
Measured Risk Portfolios, Inc. 2.55% Add +0.0% 14,294 $2.2M
Ellsworth Advisors, LLC 0.44% Add +7.9% 13,729 $2.2M
Syntax Research, Inc. 1.36% New 14,232 $2.2M
Summit Trail Advisors, LLC 0.04% Reduce -3.0% 14,046 $2.2M
Harbor Investment Advisory, LLC 0.16% Reduce -28.6% 13,979 $2.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.7% 13,924 $2.2M
Hunter Associates Investment Management LLC 0.29% Reduce -0.5% 13,959 $2.2M
Robbins Farley 0.97% Add +7.3% 13,896 $2.1M
Triton Financial Group Inc 1.41% Add +6.1% 13,761 $2.1M
Prelude Capital Management, LLC 0.16% Add +10.7% 13,700 $2.1M
Taylor Frigon Capital Management LLC 1.07% Reduce -0.1% 13,667 $2.1M
Harrington Investments, INC 1.06% Add +2.7% 13,648 $2.1M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -4.2% 13,540 $2.1M
Delta Global Management LP 0.15% Reduce -6.0% 13,513 $2.1M
Stevens Capital Management LP 0.74% Reduce -36.7% 13,512 $2.1M
Stolper Co 0.61% Add +3.6% 13,436 $2.1M
Crestwood Advisors Group, LLC 0.03% Reduce -0.5% 13,431 $2.1M
BankPlus Trust Department 0.53% Add +3.0% 13,181 $2.0M
Stanley-Laman Group, Ltd. 0.26% New 13,134 $2.0M
Front Row Advisors LLC 0.68% Reduce -1.5% 13,020 $2.0M
EFG International AG 0.04% — 13,086 $2.0M
Pathway Financial Advisers, LLC 0.58% Add +0.5% 12,916 $2.0M
Armor Investment Advisors, LLC 0.73% Reduce -9.9% 12,899 $2.0M
Novare Capital Management LLC 0.15% Reduce -20.0% 12,889 $2.0M
ArrowMark Colorado Holdings LLC 0.04% Reduce -16.3% 12,801 $2.0M
BNP Paribas 0.06% Add +9.1% 12,751 $2.0M
Plan Group Financial, LLC 0.51% Add +9.9% 12,752 $2.0M
Stock Yards Bank & Trust Co. 0.06% Reduce -0.0% 12,695 $2.0M
Bokf, NA 0.03% Reduce -32.2% 12,466 $1.9M
Atlantic Union Bankshares Corp 0.04% Reduce -3.1% 12,296 $1.9M
Jennison Associates LLC 0.00% Add +4.2% 12,190 $1.9M
Capital Fund Management S.A. 0.02% Reduce -53.0% 12,140 $1.9M
Mendel Money Management 0.79% Reduce -26.6% 12,131 $1.9M
Systematic Financial Management LP 0.04% Add +80.8% 12,063 $1.9M
Pinnacle Financial Partners, Inc. 0.01% — 12,039 $1.9M
Smith Salley Wealth Management 0.09% Reduce -3.9% 11,983 $1.9M
Atria Investments, Inc 0.02% Reduce -14.3% 11,964 $1.9M
Tokio Marine Asset Management Co. Ltd. 0.06% Add +1.8% 11,782 $1.8M
Private Advisor Group, LLC 0.01% Add +2.4% 11,694 $1.8M
E. Ohman J:or Asset Management AB 0.04% Reduce -15.7% 11,669 $1.8M
Entropy Technologies, LP 0.10% Reduce -37.4% 11,653 $1.8M
North Dakota State Investment Board 0.07% — 11,583 $1.8M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -2.6% 11,535 $1.8M
Norway Savings Bank 0.82% Add +3.5% 11,398 $1.8M
Independent Advisor Alliance 0.04% Add +2.3% 11,349 $1.8M
Delta Capital Management LLC 1.00% Reduce -8.1% 11,325 $1.8M
Bessemer Group Inc. 0.00% Add +30.8% 11,272 $1.7M
Cim Investment Management Inc. 0.45% No change 11,217 $1.7M
World Investment Advisors 0.03% Add +0.5% 11,058 $1.7M
Farther Finance Advisors, LLC 0.02% Add +21.8% 10,956 $1.7M
Waterloo Capital, L.P. 0.12% Reduce -58.3% 10,892 $1.7M
Park Avenue Securities LLC 0.01% Add +2.7% 10,882 $1.7M
Horst & Graben Wealth Management LLC 0.25% Reduce -32.8% 10,851 $1.7M
Snowden Capital Advisors LLC 0.04% Reduce -2.8% 10,660 $1.7M
Werlinich Asset Management, LLC 0.82% Add +13.2% 10,595 $1.7M
IHT Wealth Management, LLC 0.04% Reduce -26.1% 10,627 $1.6M
Azzad Asset Management Inc. 0.16% Add +4.5% 10,608 $1.6M
RoundAngle Advisors LLC 1.19% Reduce -7.7% 10,586 $1.6M
IFP Advisors, Inc 0.04% Add +1.6% 10,569 $1.6M
Condor Capital Management 0.13% Add +0.2% 10,320 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.0% 10,316 $1.6M
Glenmede Trust Co. NA 0.01% — 10,308 $1.6M
Boomfish Wealth Group, LLC 0.85% Reduce -1.6% 10,272 $1.6M
Harvest Portfolios Group Inc. 0.03% Reduce -5.4% 10,229 $1.6M
Platform Technology Partners 0.34% Add +447.7% 10,198 $1.6M
Cwm, LLC 0.00% Reduce -11.2% 10,164 $1.6M
HB Wealth Management, LLC 0.01% Reduce -8.8% 10,148 $1.6M
J. Safra Sarasin Holding AG 0.03% Reduce -65.8% 10,036 $1.6M
Apollon Wealth Management, LLC 0.03% Reduce -3.5% 9,968 $1.5M
Argentarii, LLC 0.50% Reduce -1.0% 9,950 $1.5M
Arkadios Wealth Advisors 0.03% Add +10.5% 9,923 $1.5M
Great Lakes Advisors, LLC 0.01% Reduce -0.6% 9,855 $1.5M
Guggenheim Capital LLC 0.01% Reduce -51.7% 9,840 $1.5M
Florida Trust Wealth Management Co 0.04% No change 9,797 $1.5M
Intech Investment Management LLC 0.01% Reduce -6.6% 9,631 $1.5M
Legacy Bridge, LLC 0.59% Add +0.8% 9,409 $1.5M
SWP Investment Management LLC 1.04% Reduce -22.9% 9,280 $1.4M
Global Retirement Partners, LLC 0.03% Add +391.9% 9,119 $1.4M
Shepherd Financial Partners LLC 0.13% Reduce -2.1% 9,083 $1.4M
Wahed Invest LLC 0.18% Reduce -0.9% 9,060 $1.4M
Highline Wealth Partners LLC 0.39% Reduce -49.2% 9,046 $1.4M
Kentucky Retirement Systems Insurance Trust Fund 0.09% No change 8,877 $1.4M
Securian Asset Management, Inc. 0.05% Reduce -43.3% 8,751 $1.4M
Arbor Capital Management Inc. 1.13% Reduce -2.4% 8,686 $1.4M
Quadrant Capital Group LLC 0.04% Add +3.9% 8,703 $1.3M
Mufg Securities Americas Inc. 0.08% Add +0.6% 8,699 $1.3M
Telos Capital Management, Inc. 0.13% Add +3.4% 8,677 $1.3M
HighPoint Advisor Group LLC 0.03% Add +58.9% 8,662 $1.3M
GAMMA Investing LLC 0.07% Reduce -7.1% 8,654 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +22.8% 8,624 $1.3M
Harbor Capital Advisors, Inc. 0.10% Add +5.5% 8,624 $1.3M
Squarepoint Ops LLC 0.00% Reduce -89.3% 8,605 $1.3M
Trust Co. of Toledo NA 0.13% No change 8,571 $1.3M
Trust Co. of Vermont 0.06% Reduce -0.2% 8,555 $1.3M
Tortoise Capital Advisors, L.L.C. 0.02% Reduce -27.2% 8,500 $1.3M
Moneta Group Investment Advisors LLC 0.01% Reduce -7.3% 8,412 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Add +40.1% 8,357 $1.3M
Summit Financial, LLC 0.02% Add +72.1% 8,288 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +15.6% 8,303 $1.3M
Pacific Sun Financial Corp 0.62% Add +10.5% 8,236 $1.3M
Cresset Asset Management, LLC 0.01% Reduce -0.5% 8,158 $1.3M
Rowlandmiller & Partners.adv 0.24% Reduce -1.5% 8,146 $1.3M
Sun Life Financial Inc. 0.07% Reduce -96.2% 8,136 $1.3M
Callan Family Office, LLC 0.03% Add +127.1% 8,106 $1.3M
Commerce Bank 0.01% Add +1.4% 8,054 $1.2M
Dark Forest Capital Management LP 0.06% Reduce -73.0% 7,964 $1.2M
Andra AP-fonden 0.01% No change 7,832 $1.2M
V-Square Quantitative Management LLC 0.13% New 7,779 $1.2M
YANKCOM Partnership 0.51% Add +2.5% 7,772 $1.2M
GoalVest Advisory LLC 0.23% Reduce -10.1% 7,726 $1.2M
Correct Capital Wealth Management 0.22% Add +6.6% 7,563 $1.2M
Scotia Capital Inc. 0.00% Add +1.4% 7,484 $1.2M
Stratos Wealth Partners, LTD. 0.01% Reduce -46.9% 7,414 $1.1M
TD Waterhouse Canada Inc. 0.01% Add +2.7% 7,371 $1.1M
Silver Oak Securities, Incorporated 0.08% Reduce -1.7% 7,286 $1.1M
PFG Investments, LLC 0.05% Reduce -8.1% 7,315 $1.1M
Vise Technologies, Inc. 0.02% Add +34.1% 7,300 $1.1M
VestGen Advisors, LLC 0.05% Reduce -66.8% 7,156 $1.1M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Add +5.1% 7,138 $1.1M
Kovack Advisors, Inc. 0.05% Reduce -4.7% 7,107 $1.1M
Retirement Planning Co of New England, Inc. 0.44% Reduce -0.0% 7,107 $1.1M
Ballentine Partners, LLC 0.02% Reduce -3.7% 7,044 $1.1M
Ameritas Investment Partners, Inc. 0.03% Reduce -10.7% 6,862 $1.1M
Merit Financial Group, LLC 0.01% Add +14.9% 6,719 $1.0M
Roman Butler Fullerton & Co. 0.27% Reduce -1.3% 6,464 $1.0M
Paragon Private Wealth Management, LLC 0.31% Reduce -9.1% 6,630 $1.0M
CoreCap Advisors, LLC 0.04% Add +0.3% 6,542 $1.0M
Tower Research Capital LLC (TRC) 0.02% Reduce -17.3% 6,434 $995K
Choreo, LLC 0.01% Reduce -25.7% 6,271 $981K
Brown Advisory Inc. 0.00% Reduce -11.5% 6,316 $977K
Kintegral Advisory, LLC 0.08% Reduce -2.7% 6,250 $975K
Jacobi Capital Management LLC 0.06% Reduce -0.5% 6,247 $966K
Leonteq Securities AG 0.05% Add +99.6% 6,241 $966K
Advisory Services Network, LLC 0.01% Reduce -18.2% 6,167 $954K
Tacita Capital Inc 0.55% Add +56.7% 6,166 $954K
Columbia Bank 0.26% Add +2.3% 6,114 $946K
Praxis Investment Management Inc. 0.06% No change 6,060 $938K
OneAscent Financial Services LLC 0.09% Reduce -35.1% 6,033 $933K
Sumitomo Life Insurance Co. 0.03% Add +0.7% 6,008 $929K
Carret Asset Management, LLC 0.09% No change 5,995 $927K
Wealthspire Advisors, LLC 0.01% Add +24.3% 5,927 $917K
O'ROURKE & COMPANY, Inc 0.36% Add +121.1% 8,905 $913K
Meeder Advisory Services, Inc. 0.04% Reduce -2.1% 5,903 $913K
Canada Post Corp Registered Pension Plan 0.03% Add +40.9% 5,856 $906K
Gilman Hill Asset Management, LLC 0.14% No change 5,808 $899K
Carnegie Investment Counsel 0.02% Reduce -6.7% 5,793 $896K
Tred Avon Family Wealth, LLC 0.29% No change 5,781 $894K
GF Fund Management Co. LTD. 0.01% Add +0.7% 5,651 $874K
Walleye Capital LLC 0.01% Add +2377.0% 5,598 $866K
Twin Capital Management Inc. 0.11% Add +0.5% 5,559 $860K
Exchange Traded Concepts, LLC 0.01% Reduce -23.4% 5,508 $852K
Ostrum Asset Management 0.04% Reduce -14.0% 5,492 $850K
1776 Wealth LLC 0.32% Reduce -5.2% 5,475 $847K
Gladstone Institutional Advisory LLC 0.03% Add +2.6% 5,455 $844K
Red Cedar Investment Management, LLC 0.09% No change 5,451 $843K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -0.8% 5,440 $842K
FJ Capital Management LLC 0.09% New 5,391 $834K
Savant Capital, LLC 0.00% Add +3.6% 5,352 $828K
F/m Investments LLC 0.03% Add +4.4% 5,323 $824K
AlphaQuest LLC 0.05% Reduce -3.8% 5,244 $811K
Snowwater Investment Partners, LLC 0.74% — 5,176 $808K
Cyndeo Wealth Partners, LLC 0.04% Reduce -4.1% 5,206 $805K
Probity Advisors, Inc. 0.13% Add +3.5% 5,185 $802K
Mystic Asset Management, Inc. 0.18% Reduce -2.3% 5,163 $799K
Goelzer Investment Management, Inc. 0.04% Add +6.4% 5,126 $793K
Texas Bank & Trust Co 0.29% Add +0.7% 5,118 $792K
Coldstream Capital Management Inc. 0.01% Reduce -15.0% 5,080 $786K
Tema ETFs LLC 0.06% Reduce -0.2% 5,073 $785K
Horizon Investments, LLC 0.01% Reduce -28.3% 5,064 $783K
Lavaca Capital LLC 0.13% No change 5,000 $774K
Ardmore Road Asset Management LP 0.06% New 5,000 $774K
Advisors Management Group Inc. 0.14% Reduce -29.1% 4,988 $772K
Agate Pass Investment Management, LLC 0.29% No change 4,965 $768K
Wulff, Hansen & Co. 0.64% No change 4,961 $768K
AAFMAA Wealth Management & Trust LLC 0.30% Reduce -18.6% 4,960 $767K
Johnson Investment Counsel Inc. 0.01% Add +7.1% 4,940 $764K
Brian Low Financial Group, LLC 0.54% Reduce -26.9% 4,915 $760K
CHICAGO TRUST Co NA 0.12% Add +0.9% 4,915 $760K
Compound Planning, Inc. 0.02% Add +52.6% 4,891 $757K
Principal Securities, Inc. 0.01% Reduce -3.6% 4,859 $752K
Cove Private Wealth, LLC 0.23% No change 4,850 $750K
First National Trust Co 0.03% Reduce -4.8% 4,848 $750K
Sfmg, LLC 0.05% No change 4,823 $746K
Kennebec Savings Bank 0.64% Add +6.7% 4,801 $743K
Dala Group, LLC 0.64% — 4,772 $738K
Siemens Fonds Invest GmbH 0.04% Add +0.2% 4,708 $736K
Profund Advisors LLC 0.02% Add +26.0% 4,731 $732K
Sigma Planning Corp 0.02% Reduce -8.9% 4,721 $730K
Valeo Financial Advisors, LLC 0.02% Add +1.2% 4,714 $729K
Western Wealth Management, LLC 0.03% Add +9.1% 4,680 $724K
Schnieders Capital Management, Llc. 0.11% No change 4,658 $721K
Signaturefd, LLC 0.01% Reduce -2.2% 4,639 $718K
Verdence Capital Advisors LLC 0.04% Reduce -50.1% 4,619 $715K
Parallel Advisors, LLC 0.01% Reduce -3.8% 4,604 $712K
Bramshill Investments, LLC 0.04% Add +0.6% 4,601 $712K
1ST Source Bank 0.04% Reduce -2.9% 4,593 $711K
First Commonwealth Financial Corp 0.12% Add +5.8% 4,589 $710K
Mission Creek Capital Partners, Inc. 0.14% No change 4,551 $704K
Legacy Advisors, LLC 0.08% Add +2.3% 4,500 $702K
New Hampshire Trust 0.14% Reduce -5.7% 4,532 $701K
Greenleaf Trust 0.01% Reduce -8.1% 4,528 $701K
Montecito Bank & Trust 0.11% Reduce -1.5% 4,475 $692K
LongView Wealth Management 0.17% Reduce -1.0% 4,380 $691K
Caldwell Sutter Capital, Inc. 0.29% Reduce -2.1% 4,439 $687K
First Manhattan Co. Llc. 0.00% Reduce -18.9% 4,365 $681K
Albion Financial Group 0.04% Reduce -39.9% 4,376 $677K
Invst, LLC 0.07% Reduce -6.7% 4,348 $673K
Lazard Asset Management LLC 0.00% Add +19.4% 4,347 $673K
Walter & Keenan Wealth Management LLC /in/ 0.18% Reduce -3.9% 4,312 $667K
Frank, Rimerman Advisors LLC 0.04% Reduce -0.1% 4,303 $666K
Pines Wealth Management, LLC 0.21% Add +7.7% 4,294 $664K
Waverly Advisors, LLC 0.01% Add +29.8% 4,294 $664K
Denali Advisors LLC 0.07% Add +1.0% 4,290 $664K
Sage Capital Management, LLC 0.31% Add +14.5% 4,274 $661K
Envestnet Portfolio Solutions, Inc. 0.00% Add +10.6% 4,226 $654K
Smartleaf Asset Management LLC 0.02% Add +27.3% 4,178 $653K
Cascade Investment Group, Inc. 0.43% Reduce -4.7% 4,212 $652K
Legacy Capital Group California, Inc. 0.16% Reduce -0.4% 4,163 $644K
RB Capital Management, LLC 0.14% No change 4,143 $641K
Kingswood Wealth Advisors, LLC 0.03% Reduce -1.6% 4,122 $638K
Wedmont Private Capital 0.02% Reduce -2.1% 4,095 $634K
Pinion Investment Advisors, LLC 0.15% Reduce -9.2% 4,064 $629K
Silvercrest Asset Management Group LLC 0.00% No change 4,061 $628K
Whittier Trust Co. 0.01% Reduce -1.0% 3,991 $626K
Arista Wealth Management, LLC 0.08% No change 3,958 $612K
James Investment Research, Inc. 0.07% Reduce -4.5% 3,950 $611K
Alpine Woods Capital Investors, LLC 0.15% Reduce -3.7% 3,947 $611K
Sovran Advisors, LLC 0.05% Reduce -17.3% 3,803 $611K
Lakeshore Capital Group, Inc. 0.48% Add +2.1% 3,915 $606K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +4.2% 3,855 $596K
Clear Harbor Asset Management, LLC 0.04% Add +0.4% 3,820 $591K
Centurion Wealth Management LLC 0.13% Add +0.0% 3,803 $588K
Heritage Investors Management Corp. 0.02% Reduce -0.1% 3,791 $587K
Gallacher Capital Management LLC 0.22% Reduce -15.2% 3,738 $578K
Infrastructure Capital Advisors, LLC 0.09% Add +5.6% 3,711 $574K
Capital Square, LLC 0.29% Reduce -45.7% 3,683 $570K
Fideuram Asset Management (Ireland) dac 0.05% — 3,597 $568K
Mather Group, Llc. 0.01% Reduce -1.9% 3,670 $568K
Evolve Private Wealth, LLC 0.03% — 3,613 $563K
Prudent Man Advisors, LLC 0.21% Reduce -1.1% 3,638 $563K
Advocate Group LLC 0.09% Reduce -5.6% 3,627 $561K
Prime Capital Investment Advisors, LLC 0.01% Reduce -22.1% 3,575 $553K
Nvwm, LLC 0.12% Add +2.4% 3,574 $553K
Kingdom Financial Group LLC. 0.17% New 3,571 $552K
Mutual Advisors, LLC 0.01% Add +3.0% 3,562 $551K
Turning Point Benefit Group, Inc. 0.29% Add +17.3% 3,557 $550K
Balboa Wealth Partners 0.09% Reduce -20.3% 3,549 $549K
Finivi Inc. 0.32% Reduce -3.2% 3,520 $545K
HUB Investment Partners, LLC 0.01% New 3,499 $541K
Clear Creek Financial Management, LLC 0.04% Reduce -18.6% 3,497 $541K
Resources Management Corp. /CT/ 0.07% Reduce -8.2% 3,469 $537K
Gross & Hartman Investments LLC 0.30% — 3,429 $531K
Freestone Grove Partners LP 0.00% Add +44.0% 3,415 $528K
Marex Group Ltd 0.01% New 3,405 $527K
Alteri Wealth LLC 0.17% Add +2.5% 3,395 $525K
Omnia Family Wealth, LLC 0.15% Add +3.7% 3,363 $524K
Symphony Financial, Ltd. Co. 0.07% Reduce -75.2% 3,329 $521K
White Knight Strategic Wealth Advisors, LLC 0.38% Add +64.1% 3,328 $515K
Fairtree Asset Management (Pty) Ltd 0.24% No change 3,328 $515K
Argonautica Private Wealth Management, Inc. 0.15% New 3,302 $511K
Federated Hermes, Inc. 0.00% Reduce -26.6% 3,293 $509K
Cigna Investments Inc. 0.07% Reduce -1.2% 3,292 $509K
Purpose Unlimited Inc. 0.02% — 3,276 $507K
LYNX Capital Group Ltd. 0.23% Add +4.6% 3,232 $500K
Erste Asset Management GmbH 0.00% Reduce -4.3% 3,206 $499K
EP Wealth Advisors, LLC 0.00% — 3,221 $498K
CIBC Private Wealth Group LLC 0.00% Reduce -5.6% 3,192 $494K
Evergreen Capital Management LLC 0.01% Reduce -12.0% 3,174 $494K
Wedbush Securities Inc. 0.01% Add +42.6% 3,165 $490K
Integrated Wealth Concepts LLC 0.01% Reduce -48.8% 3,165 $490K
Elmwood Wealth Management, Inc. 0.15% Add +3.9% 3,163 $489K
Sycomore Asset Management 0.08% No change 500,000 $487K
Fort Sheridan Advisors LLC 0.06% Reduce -0.1% 3,145 $487K
Checchi Capital Advisers, LLC 0.03% Reduce -6.0% 3,140 $486K
GTS Securities LLC 0.02% Add +39.6% 3,131 $484K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% — 3,124 $483K
Sepio Capital, LP 0.03% New 3,089 $478K
Evercore Wealth Management, LLC 0.01% Reduce -1.6% 3,053 $472K
Premier Path Wealth Partners, LLC 0.06% Reduce -0.9% 3,052 $472K
American Investment Services, Inc. 0.11% No change 3,030 $469K
Clearstead Advisors, LLC 0.01% Add +21.2% 3,006 $467K
XTX Topco Ltd 0.01% Add +105.5% 3,018 $467K
Warwick Investment Management, Inc. 0.07% Add +4.6% 3,009 $466K
Private Trust Co. NA 0.04% Reduce -0.7% 3,001 $464K
Verity Asset Management, Inc. 0.20% Add +4.5% 2,997 $464K
KCM Investment Advisors LLC 0.01% Reduce -3.0% 2,990 $463K
BankPlus Wealth Management LLC 0.25% Reduce -3.1% 2,973 $460K
Brooklyn Investment Group 0.02% Add +45.8% 2,951 $459K
Convergence Financial, LLC 0.07% Reduce -10.9% 2,966 $459K
AlphaGrep UK Ltd 0.15% — 2,959 $458K
Kingsview Wealth Management, LLC 0.01% Reduce -10.4% 2,943 $455K
Spirepoint Private Client, LLC 0.04% Add +7.0% 2,930 $453K
Pflug Koory, LLC 0.21% Reduce -5.7% 2,914 $451K
Summit Place Financial Advisors, LLC 0.21% No change 2,857 $442K
American Institute for Advanced Investment Management, LLP 0.28% Reduce -24.0% 2,805 $434K
Hutchens & Kramer Investment Management Group, LLC 0.15% Add +20.4% 2,790 $432K
Union Bancaire Privee, UBP SA 0.01% New 3,250 $430K
Oak Asset Management, LLC 0.15% Reduce -20.3% 2,752 $426K
Thoma Capital Management LLC 0.25% Add +56.9% 2,751 $426K
Aldebaran Financial Inc. 0.39% Reduce -0.6% 2,720 $425K
Assetmark, Inc. 0.00% Add +0.9% 2,715 $420K
J.W. Cole Advisors, Inc. 0.01% Add +16.2% 3,065 $420K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,687 $418K
Lederer & Associates Investment Counsel 0.28% Reduce -2.0% 2,685 $415K
Fifth Third Wealth Advisors LLC 0.01% Reduce -4.1% 2,645 $409K
Howard Capital Management, LLC 0.01% Reduce -0.8% 2,635 $408K
Channel Wealth LLC 0.10% No change 2,634 $407K
Wilmington Savings Fund Society, FSB 0.01% No change 2,584 $400K
Commerzbank Aktiengesellschaft 0.01% No change 2,570 $398K
Sage Mountain Advisors LLC 0.02% Add +8.2% 2,562 $396K
Longfellow Investment Management Co. LLC 0.09% No change 2,532 $392K
Zions Bancorporation, National Association 0.02% Add +330.8% 2,520 $390K
Waldron Private Wealth LLC 0.02% No change 2,519 $390K
Safe Harbor Family Capital, LLC 0.34% — 2,509 $388K
CX Institutional 0.01% Add +1.5% 2,459 $380K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +1.5% 2,456 $380K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -8.1% 2,445 $378K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.6% 2,404 $372K
Holderness Investments Co. 0.08% Add +7.1% 2,387 $369K
Brown Brothers Harriman & Co. 0.00% Reduce -4.5% 2,370 $367K
SVB Wealth LLC 0.02% Reduce -31.4% 2,365 $366K
Mgo One Seven LLC 0.01% Add +10.8% 2,355 $364K
Angeles Wealth Management, LLC 0.02% New 2,347 $364K
QTR Family Wealth, LLC 0.16% Reduce -26.8% 2,103 $363K
Sagespring Wealth Partners, LLC 0.01% Reduce -7.3% 2,335 $361K
Lake Street Private Wealth, LLC 0.04% Reduce -0.0% 2,333 $361K
Cullinan Associates Inc. 0.02% No change 2,319 $359K
Daymark Wealth Partners, LLC 0.01% Reduce -2.6% 2,311 $358K
Waddell & Associates, LLC 0.02% Reduce -3.7% 2,309 $357K
Syon Capital LLC 0.02% Reduce -0.7% 2,302 $356K
Yelin Lapidot Holdings Management Ltd. 0.07% No change 2,300 $356K
Oak Harvest Investment Services 0.04% Reduce -94.5% 2,271 $351K
Independence Bank of Kentucky 0.04% Add +9.3% 2,269 $351K
Ascentis Independent Advisors 0.06% Reduce -0.1% 2,268 $351K
CNB Bank 0.14% Reduce -11.0% 2,250 $348K
BOK Financial Private Wealth, Inc. 0.02% Reduce -7.2% 2,222 $346K
Prospera Financial Services Inc 0.01% Add +79.1% 2,233 $346K
Riverbend Wealth Management, LLC 0.22% Add +6.9% 2,236 $346K
McGowan Group Asset Management, Inc. 0.04% No change 2,230 $345K
Samalin Investment Counsel, LLC 0.12% Reduce -4.9% 2,212 $342K
BTC Capital Management, Inc. 0.02% No change 2,210 $342K
Nilsine Partners, LLC 0.03% Add +3.6% 2,207 $341K
Keeler Thomas Management LLC 0.16% Reduce -24.1% 2,205 $341K
B. Riley Wealth Advisors, Inc. 0.02% Add +8.2% 2,196 $340K
Forum Financial Management, LP 0.00% Reduce -0.4% 2,191 $339K
Eastern Bank 0.01% Reduce -9.1% 2,182 $338K
Caldwell Trust Co 0.03% Add +10.1% 2,161 $334K
Badgley Phelps Wealth Managers, LLC 0.01% No change 2,135 $332K
Advisors Capital Management, LLC 0.00% Add +57.1% 2,144 $332K
United Community Bank 0.13% Reduce -1.5% 2,141 $331K
Gerber, LLC 0.18% No change 2,140 $331K
Gentry Private Wealth, LLC 0.21% Reduce -14.2% 2,127 $329K
BSW Wealth Partners 0.04% Add +24.2% 2,111 $327K
TD Private Client Wealth LLC 0.01% Add +1.9% 2,105 $326K
Segment Wealth Management, LLC 0.02% Add +1.9% 2,082 $322K
Pasadena Private Wealth, LLC 0.04% Reduce -41.4% 2,081 $322K
Avantax Planning Partners, Inc. 0.01% No change 2,079 $322K
Lewis Asset Management, LLC 0.13% No change 2,065 $319K
Ellevest, Inc. 0.04% Reduce -13.3% 2,050 $317K
Two Sigma Securities, LLC 0.04% New 2,047 $317K
Cetera Trust Company, N.A 0.17% No change 2,040 $316K
PCM Encore, LLC 0.07% — 2,028 $314K
Dakota Community Bank & Trust NA 1.08% Add +6.2% 2,027 $314K
Raiffeisen Bank International AG 0.00% Reduce -16.7% 2,005 $314K
Clarius Group, LLC 0.02% Add +3.2% 2,024 $313K
Ramirez Asset Management, Inc. 0.04% No change 2,018 $312K
Seamount Financial Group Inc. 0.14% Add +5.0% 2,004 $310K
DeDora Capital, Inc. 0.07% No change 1,997 $309K
Ranch Capital Advisors Inc. 0.11% Reduce -1.0% 1,975 $308K
Integrated Advisors Network LLC 0.01% Add +4.0% 1,984 $307K
Earned Wealth Advisors, LLC 0.02% Reduce -0.1% 1,983 $307K
Tranquility Partners, LLC 0.11% No change 1,965 $304K
Dearborn Partners LLC 0.02% No change 1,963 $304K
EverSource Wealth Advisors, LLC 0.01% Reduce -5.3% 1,937 $300K
Bridgewater Associates 0.00% Reduce -62.8% 1,921 $297K
Blue Trust, Inc. 0.00% Reduce -16.2% 1,909 $295K
OneDigital Investment Advisors LLC 0.00% Add +20.5% 1,909 $295K
Pettee Investors, Inc. 0.16% No change 1,900 $294K
Trueblood Wealth Management, LLC 0.11% Reduce -15.8% 1,885 $292K
Quantitative Investment Management, LLC 0.03% New 1,874 $289K
CWA Asset Management Group, LLC 0.01% Reduce -11.7% 1,851 $286K
Capital Analysts, LLC 0.01% Add +62.4% 1,832 $284K
Capstone Investment Advisors, LLC 0.00% No change 1,816 $281K
Orange Investment Advisors, Inc. 0.03% No change 1,815 $281K
Cambria Investment Management, L.P. 0.02% New 1,809 $280K
Dover Advisors, LLC 0.11% Reduce -3.5% 1,778 $277K
Main Street Financial Solutions, LLC 0.02% New 1,791 $277K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +7.2% 1,790 $277K
Walled Lake Planning & Wealth Management, LLC 0.09% No change 1,787 $277K
PDS Planning, Inc 0.02% Add +3.6% 1,785 $276K
Gateway Investment Advisers LLC 0.00% New 1,779 $275K
NBT Bank, N.A. 0.02% No change 1,776 $275K
Tiemann Investment Advisors, LLC 0.11% No change 1,775 $275K
Obermeyer Wealth Partners 0.01% No change 1,775 $275K
Cohen Capital Management, Inc. 0.04% No change 1,752 $271K
RFG Advisory, LLC 0.01% Add +25.9% 1,752 $271K
Shelton Capital Management 0.01% No change 1,745 $270K
Independent Financial Group, LLC 0.01% Reduce -10.4% 1,742 $270K
Investment Partners, LTD. 0.09% No change 1,740 $269K
L2 Asset Management, LLC 0.04% Add +9.3% 1,728 $267K
Hanover Advisors Inc. 0.10% Reduce -30.1% 1,727 $267K
Bailard, Inc. 0.01% Reduce -0.4% 1,713 $265K
Personal Cfo Solutions, LLC 0.04% Add +27.2% 1,713 $265K
Aventura Private Wealth, LLC 0.10% Reduce -25.2% 1,710 $265K
Brandywine Oak Private Wealth LLC 0.02% No change 1,706 $264K
Total Wealth Planning & Management, Inc. 0.21% — 1,703 $263K
Stronghold Wealth Management L.L.C. 0.39% — 1,702 $263K
Chicago Partners Investment Group LLC 0.01% Reduce -10.0% 1,635 $260K
Aviance Capital Partners, LLC 0.03% No change 1,680 $260K
Amarillo National Bank 0.05% No change 1,667 $258K
Blue Chip Partners, LLC 0.02% Reduce -0.9% 1,665 $258K
Savvy Advisors, Inc. 0.01% New 1,655 $256K
MIdWestOne Financial Group, Inc. 0.03% Reduce -1.5% 1,646 $255K
Conning Inc. 0.01% Add +34.0% 1,640 $254K
Hummer Financial Advisory Services Inc 0.18% No change 1,600 $249K
Axis Wealth Partners, LLC 0.14% Add +3.3% 1,610 $249K
BCS Private Wealth Management, Inc. 0.09% No change 1,594 $249K
Portfolio Resources Advisor Group, Inc. 0.25% — 1,591 $248K
Carderock Capital Management Inc. 0.06% No change 1,600 $248K
Farmers & Merchants Trust Co of Chambersburg PA 0.07% No change 1,550 $240K
Visionary Wealth Advisors 0.01% Add +1.0% 1,551 $240K
International Assets Investment Management, LLC 0.02% Reduce -18.1% 1,547 $239K
Cloud Capital Management, LLC 0.11% Add +1.6% 1,538 $239K
Diligent Investors, LLC 0.06% Reduce -42.7% 1,542 $238K
Sterling Investment Advisors, Ltd. 0.04% No change 1,538 $238K
one8zero8, LLC 0.05% No change 1,525 $236K
Northeast Financial Group, Inc. 0.06% No change 1,514 $234K
Canandaigua National Trust Co of Florida 0.15% Add +0.8% 1,511 $234K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,510 $234K
Keebeck Wealth Management 0.03% Add +0.9% 1,491 $232K
Elevation Point Wealth Partners, LLC 0.01% Add +11.4% 1,486 $232K
Versant Capital Management, Inc 0.03% Reduce -29.2% 1,494 $231K
Permanent Capital Management, LP 0.04% Add +0.4% 1,470 $229K
Bravera Wealth 0.11% — 1,466 $227K
Phoenix Financial Ltd. 0.00% Reduce -2.3% 1,455 $226K
Natural Investments, LLC 0.06% Add +19.5% 1,462 $226K
Axq Capital, LP 0.05% New 1,459 $226K
Reliant Investment Partners, LLC 0.18% Reduce -32.8% 1,453 $225K
M&G PLC 0.00% Add +10.4% 1,440 $223K
First Citizens Bank & Trust Co. 0.00% Add +7.8% 1,441 $223K
Prosperity Consulting Group, LLC 0.01% Add +2.1% 1,438 $222K
Journey Strategic Wealth LLC 0.01% New 1,428 $221K
Alps Advisors Inc. 0.00% Reduce -20.6% 1,425 $220K
Perigon Wealth Management, LLC 0.00% Reduce -11.9% 1,422 $220K
Banco Santander, S.A. 0.00% Reduce -44.9% 1,410 $218K
Commons Capital, LLC 0.15% Reduce -4.2% 1,401 $217K
180 Wealth Advisors, LLC 0.02% Add +1.7% 1,400 $217K
Harbour Investments, Inc. 0.00% Reduce -31.5% 1,399 $216K
Tiaa Trust, National Association 0.00% Reduce -0.6% 1,393 $216K
Cannell & Spears LLC 0.00% Reduce -0.1% 1,392 $215K
True North Advisors, LLC 0.03% Add +6.8% 1,391 $215K
Oxler Private Wealth LLC 0.06% No change 1,388 $215K
Aureus Asset Management, LLC 0.01% No change 1,385 $214K
Level Four Advisory Services, LLC 0.01% Reduce -2.0% 1,380 $214K
Regent Peak Wealth Advisors LLC 0.04% Reduce -0.5% 1,380 $214K
Patton Fund Management, Inc. 0.03% No change 1,377 $213K
Fiduciary Group, LLC 0.02% No change 1,375 $213K
Arax Advisory Partners 0.01% Reduce -38.8% 1,337 $207K
Radnor Capital Management, LLC 0.03% No change 1,333 $206K
Wealthcare Advisory Partners LLC 0.00% Reduce -2.3% 1,319 $204K
Insigneo Advisory Services, LLC 0.01% Add +1.7% 1,319 $204K
Moody National Bank Trust Division 0.02% New 1,317 $204K
Meadow Creek Wealth Advisors LLC 0.13% No change 1,316 $204K
Schrum Private Wealth Management LLC 0.15% No change 1,313 $203K
Geneos Wealth Management Inc. 0.01% No change 1,311 $203K
AE Wealth Management LLC 0.00% Reduce -23.9% 1,310 $203K
Wealth Alliance, LLC 0.02% Add +1.6% 1,310 $203K
Bourgeon Capital Management LLC 0.03% No change 1,307 $202K
Legacy Wealth Asset Management, LLC 0.05% New 1,300 $201K
Franchise GP Ltd 0.22% — 1,268 $196K
Centaurus Financial, Inc. 0.01% Add +1.9% 1,263 $195K
Wolverine Asset Management LLC 0.01% No change 1,199 $185K
Spire Wealth Management 0.01% Reduce -20.4% 1,184 $183K
MTM Investment Management, LLC 0.06% Reduce -9.6% 1,178 $182K
Ancora Advisors LLC 0.00% Add +52.2% 1,161 $180K
Hanson & Doremus Investment Management 0.02% Reduce -3.2% 1,154 $179K
Basecamp Wealth Advisors LLC 0.04% — 1,120 $173K
Payden & Rygel 0.01% No change 1,100 $170K
Riverview Trust Co 0.21% No change 1,096 $170K
Cromwell Holdings LLC 0.09% No change 1,033 $161K
ORG Partners LLC 0.03% Reduce -1.3% 1,003 $155K
Manchester Capital Management LLC 0.02% Reduce -34.2% 949 $147K
Cheviot Value Management, LLC 0.01% No change 886 $145K
Larson Financial Group LLC 0.00% Reduce -10.9% 931 $144K
Quent Capital, LLC 0.01% Reduce -7.0% 924 $143K
Monetary Management Group Inc. 0.03% No change 912 $141K
Eurizon SLJ Capital Ltd 0.06% — 909 $141K
CYBER HORNET ETFs LLC 0.08% Add +6.6% 876 $136K
Parkside Financial Bank & Trust 0.01% Reduce -0.8% 845 $131K
Westfuller Advisors, LLC 0.05% Add +2.9% 810 $126K
Sentry Investment Management LLC 0.08% No change 817 $126K
Avalon Trust Co 0.01% Reduce -9.6% 800 $124K
Rosenberg Matthew Hamilton 0.03% Reduce -11.8% 799 $124K
North Star Investment Management Corp. 0.01% Reduce -0.4% 795 $123K
Physician Wealth Advisors, Inc. 0.02% Add +20.4% 778 $120K
Fulcrum Asset Management LLP 0.03% No change 768 $120K
Inlight Wealth Management, LLC 0.04% No change 770 $119K
Steigerwald, Gordon & Koch Inc. 0.01% No change 764 $118K
Creative Financial Designs Inc. 0.01% Add +10.2% 754 $117K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -4.9% 734 $114K
Guinness Asset Management LTD 0.00% Add +74.1% 733 $114K
Global X Japan Co., Ltd. 0.01% Reduce -17.7% 736 $114K
Munich Reinsurance Co Stock Corp in Munich 0.00% Reduce -96.0% 717 $112K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 720 $111K
Chesapeake Asset Management LLC 0.09% Add +85.1% 685 $106K
Pacific Center for Financial Services 0.03% No change 602 $104K
Motco 0.01% No change 651 $101K
Whittier Trust Co. of Nevada Inc. 0.00% No change 636 $100K
AdvisorShares Investments LLC 0.02% Add +40.1% 643 $99K
Broadwater Capital Management LLC 0.07% No change 640 $99K
Havemeyer Place LP 0.02% — 631 $98K
NFJ Investment Group, LLC 0.00% No change 627 $97K
Private Wealth Asset Management, LLC 0.01% Add +7.8% 625 $97K
Park Place Capital Corp 0.02% Reduce -0.5% 618 $96K
GHP Investment Advisors, Inc. 0.00% Add +24.1% 602 $93K
CENTRAL TRUST Co 0.00% Add +5.1% 598 $93K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -8.2% 585 $91K
SageView Advisory Group, LLC 0.00% New 583 $90K
Summit Securities Group LLC 0.02% Add +4.3% 579 $90K
High Note Wealth, LLC 0.02% Reduce -3.6% 557 $86K
Kentucky Trust Co 0.04% No change 545 $84K
Group One Trading LLC 0.00% Reduce -73.8% 538 $83K
Flagship Harbor Advisors, LLC 0.00% Reduce -76.8% 537 $83K
Muzinich & Co., Inc. 0.03% Reduce -64.1% 537 $83K
HM Payson & Co. 0.00% No change 509 $79K
Catalyst Capital Advisors LLC 0.00% Reduce -41.9% 505 $78K
Glen Eagle Advisors, LLC 0.01% No change 501 $78K
Coastline Trust Co 0.01% No change 500 $77K
Ascentis Wealth Management, LLC 0.02% No change 487 $75K
XY Capital Ltd 0.08% New 485 $75K
Missouri Trust & Investment Co 0.02% No change 482 $75K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +1600.0% 476 $74K
TCTC Holdings, LLC 0.00% No change 471 $73K
Wealth Enhancement Trust Services, Inc. 0.01% — 455 $70K
DV Equities, LLC 0.01% — 449 $69K
Financial Perspectives, Inc 0.02% No change 428 $66K
HHM Wealth Advisors, LLC 0.01% No change 420 $65K
Copia Wealth Management 0.05% No change 414 $64K
Dunhill Financial, LLC 0.02% Add +3.6% 400 $62K
Hazlett, Burt & Watson, Inc. 0.02% No change 394 $61K
Capula Management Ltd 0.00% New 393 $61K
PFS Partners, LLC 0.03% No change 377 $58K
CVA Family Office, LLC 0.01% Reduce -14.9% 376 $58K
First Horizon Corp. 0.00% Add +106.6% 374 $58K
Elyxium Wealth, LLC 0.02% New 371 $57K
Golden State Wealth Management, LLC 0.01% Add +6.3% 370 $57K
SouthState Bank Corp 0.00% Add +0.8% 369 $57K
SHP Wealth Management 0.00% — 369 $57K
Prosperity Bancshares Inc 0.05% — 363 $56K
Greykasell Wealth Strategies, Inc. 0.02% Add +103.4% 362 $56K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -11.7% 356 $55K
Evermay Wealth Management LLC 0.01% Reduce -4.0% 355 $55K
Vega Investment Solutions 0.01% — 355 $55K
Peoples Financial Services Corp. 0.03% No change 351 $54K
Godsey & Gibb, Inc. 0.00% No change 350 $54K
Deseret Mutual Benefit Administrators 0.02% Add +13.7% 340 $53K
Gen-Wealth Partners Inc 0.02% No change 335 $52K
Bruce G. Allen Investments, LLC 0.03% Add +4.1% 330 $51K
Reflection Asset Management 0.04% — 327 $51K
Beaird Harris Wealth Management, LLC 0.00% Add +32500.0% 326 $50K
Grove Bank & Trust 0.01% No change 322 $50K
Roxbury Financial LLC 0.04% No change 315 $49K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 300 $46K
Adirondack Trust Co. 0.01% Reduce -14.1% 292 $45K
Princeton Global Asset Management LLC 0.01% No change 288 $45K
South Plains Financial, Inc. 0.03% Add +25.7% 274 $42K
Solstein Capital, LLC 0.02% Add +193.6% 273 $42K
St Germain D J Co. Inc. 0.00% Reduce -2.2% 267 $41K
First Pacific Financial 0.01% No change 264 $41K
Salomon & Ludwin, LLC 0.00% Add +63.5% 255 $40K
Key Financial Inc 0.01% No change 256 $40K
Wiser Advisor Group LLC 0.04% Reduce -2.3% 254 $39K
Abound Wealth Management 0.01% Reduce -0.8% 251 $39K
MV Capital Management, Inc. 0.00% No change 248 $38K
Ulland Investment Advisors, LLC 0.03% Add +8.9% 245 $38K
Cornerstone Planning Group LLC 0.01% Reduce -50.8% 231 $38K
Millstone Evans Group, LLC 0.02% No change 240 $37K
Hantz Financial Services, Inc. 0.00% Add +157.4% 242 $37K
Rossby Financial, LCC 0.01% Add +18.5% 237 $37K
Colonial Trust Co / SC 0.00% No change 236 $37K
Crews Bank & Trust 0.01% No change 235 $36K
Asset Dedication, LLC 0.00% Reduce -37.9% 231 $36K
Bfsg, LLC 0.00% No change 230 $36K
MCF Advisors LLC 0.00% New 223 $35K
City State Bank 0.01% No change 223 $35K
First United Bank & Trust 0.01% Reduce -20.0% 220 $34K
1 North Wealth Services LLC 0.01% No change 219 $34K
NFSG Corp 0.01% No change 213 $33K
Westside Investment Management, Inc. 0.01% Add +5.5% 213 $33K
SOA Wealth Advisors, LLC. 0.01% Reduce -38.1% 213 $33K
Keating Financial Advisory Services, Inc. 0.00% — 208 $32K
Horrell Capital Management, Inc. 0.01% No change 200 $31K
Hoey Investments, Inc. 0.00% No change 200 $31K
Root Financial Partners, LLC 0.00% Reduce -22.8% 197 $30K
Barnes Dennig Private Wealth Management LLC 0.03% No change 186 $29K
Wolff Wiese Magana LLC 0.02% Reduce -24.0% 184 $28K
American Capital Advisory, LLC 0.01% Add +1.7% 183 $28K
Harvest Fund Management Co., Ltd 0.00% Reduce -1.6% 179 $28K
WPG Advisers, LLC 0.02% Reduce -19.7% 175 $27K
Sunbelt Securities, Inc. 0.00% Add +8.7% 175 $27K
Jackson, Grant Investment Advisers, Inc. 0.01% Reduce -61.5% 173 $27K
Fortitude Family Office, LLC 0.01% Reduce -9.5% 162 $25K
Tobam 0.01% No change 163 $25K
Truvestments Capital LLC 0.00% Reduce -31.4% 162 $25K
Gables Capital Management Inc. 0.01% No change 160 $25K
Dagco, Inc. 0.01% No change 159 $25K
Medallion Wealth Advisors, LLC 0.01% No change 159 $25K
Montag A & Associates Inc. 0.00% Reduce -91.2% 146 $25K
Covestor Ltd 0.01% Add +0.7% 155 $24K
GW&K Investment Management, LLC 0.00% Reduce -14.7% 157 $24K
Prestige Wealth Management Group LLC 0.00% Reduce -96.8% 150 $23K
CDKV Holdings LLC 0.02% — 150 $23K
Stephens Consulting, LLC 0.01% No change 150 $23K
Indiana Trust & Investment Management Co 0.01% No change 150 $23K
Ameriflex Group, Inc. 0.01% Reduce -47.5% 149 $23K
Rialto Wealth Management, LLC 0.01% Reduce -2.0% 147 $23K
Pinnacle Bancorp, Inc. 0.01% No change 143 $22K
Key Capital Management, INC 0.02% — 140 $22K
Triumph Capital Management 0.00% New 137 $21K
Dynamic Wealth Strategies, LLC 0.01% No change 137 $21K
Kemnay Advisory Services Inc. 0.00% New 137 $21K
Smallwood Wealth Investment Management, LLC 0.01% No change 134 $21K
Accordant Advisory Group Inc 0.01% New 125 $19K
Lodestone Wealth Management LLC 0.01% New 120 $19K
Sachetta, LLC 0.01% No change 119 $18K
Clearstead Trust, LLC 0.00% Add +9.2% 119 $18K
Commonwealth Retirement Investments LLC 0.01% New 117 $18K
AdvisorNet Financial, Inc 0.00% Reduce -41.8% 114 $18K
Barrett & Company, Inc. 0.01% Add +4.8% 110 $17K
Bell Investment Advisors, Inc 0.00% Add +21.1% 109 $17K
Armstrong Advisory Group, Inc. 0.00% No change 108 $17K
Clean Yield Group 0.00% No change 101 $16K
Elevation Wealth Partners, LLC 0.01% Reduce -68.7% 99 $15K
Hilltop National Bank 0.00% Reduce -7.5% 98 $15K
McIlrath & Eck, LLC 0.00% No change 96 $15K
Nemes Rush Group LLC 0.00% Add +304.4% 93 $14K
Wellington-Altus USA Inc. 0.01% — 90 $14K
Team Financial Group, LLC 0.01% No change 79 $12K
Private Wealth Management Group, LLC 0.00% No change 79 $12K
Hughes Financial Services, LLC 0.00% Reduce -14.1% 79 $12K
Horizon Financial Services, LLC 0.01% No change 78 $12K
Ares Financial Consulting, LLC 0.01% — 74 $11K
Anfield Capital Management, LLC 0.00% Add +34.5% 74 $11K
Financial Management Professionals, Inc. 0.00% Reduce -11.0% 73 $11K
Delta Asset Management LLC 0.00% Reduce -20.6% 73 $11K
LRI Investments, LLC 0.00% No change 71 $11K
DT Investment Partners, LLC 0.00% No change 70 $11K
Signature Equity Partners, LLC 0.01% — 70 $11K
Howard Hughes Medical Institute 0.01% Add +1.5% 69 $11K
Concord Wealth Partners 0.00% No change 68 $11K
Toth Financial Advisory Corp. 0.00% Add +28.0% 64 $10K
Estate Planners Group, LLC 0.00% — 64 $10K
Guinness Atkinson Asset Management Inc 0.00% New 63 $10K
Bangor Savings Bank 0.00% Add +55.0% 62 $10K
Duncker Streett & Co. Inc. 0.00% No change 60 $9K
Avion Wealth 0.00% Reduce -16.9% 59 $9K
Morse Asset Management, Inc 0.00% No change 58 $9K
Eq Wealth Advisors, LLC 0.01% New 57 $9K
Kilter Group LLC 0.00% Add +211.1% 56 $9K
Vermillion & White Wealth Management Group, LLC 0.00% New 55 $9K
2UniFi Bank 0.00% No change 55 $9K
IMG Wealth Management, Inc. 0.01% Add +86.2% 54 $8K
Clayton Financial Group LLC 0.00% New 53 $8K
Smithfield Trust Co 0.00% Reduce -85.7% 50 $8K
Newton One Investments LLC 0.00% No change 51 $8K
Navalign, LLC 0.00% New 50 $8K
Field & Main Bank 0.00% New 50 $8K
ESL Trust Services, LLC 0.00% No change 50 $8K
Colonial Trust Advisors 0.00% No change 50 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 48 $7K
Seneschal Advisors, LLC 0.01% No change 46 $7K
Wilkerson Advisory Group LLC 0.00% — 46 $7K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -31.3% 46 $7K
New Millennium Group LLC 0.00% No change 45 $7K
Elequin Capital, LP 0.00% New 45 $7K
LFA - Lugano Financial Advisors SA 0.00% No change 42 $6K
Accent Capital Management, LLC 0.00% No change 41 $6K
Acumen Wealth Advisors, LLC 0.00% — 41 $6K
Capital Advisors, Ltd. LLC 0.00% No change 42 $6K
Johnson Financial Group, Inc. 0.00% Reduce -44.1% 38 $6K
Cornerstone Financial Management LLC 0.01% — 38 $6K
Perkins Coie Trust Co 0.00% No change 38 $6K
Noble Wealth Management PBC 0.00% No change 36 $6K
Strive Financial Group ,LLC 0.00% — 35 $5K
Frazier Financial Advisors, LLC 0.00% No change 33 $5K
T. Rowe Price Investment Management, Inc. 0.00% No change 27 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 30 $5K
Raffa Wealth Management, LLC 0.00% No change 30 $5K
Marquette Asset Management, LLC 0.00% Reduce -22.2% 28 $4K
Wealth Preservation Advisors, LLC 0.00% No change 27 $4K
Battery Global Advisors, LLC 0.00% Reduce -94.6% 60 $4K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -16.1% 26 $4K
IMA Advisory Services, Inc. 0.00% Add +1200.0% 26 $4K
Fairway Wealth LLC 0.00% New 26 $4K
Valley National Advisers Inc. 0.00% No change 28 $4K
Dogwood Wealth Management LLC 0.00% Add +31.6% 25 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +20.0% 24 $4K
Bare Financial Services, Inc 0.00% Add +15.0% 23 $4K
Quattro Advisors LLC 0.00% — 22 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 22 $3K
Transamerica Financial Advisors, LLC 0.00% Add +17.6% 20 $3K
First Command Advisory Services, Inc. 0.00% Add +566.7% 20 $3K
SJS Investment Consulting Inc. 0.00% New 19 $3K
Principia Wealth Advisory, LLC 0.00% Add +63.6% 18 $3K
Trust Co 0.00% New 18 $3K
Aspect Partners, LLC 0.00% Reduce -80.7% 17 $3K
RMG Wealth Management LLC 0.00% No change 15 $2K
True Wealth Design, LLC 0.00% Reduce -21.1% 15 $2K
Clark Wealth Partners 0.00% No change 14 $2K
Addison Advisors LLC 0.00% Reduce -77.2% 13 $2K
Tradewinds Capital Management, LLC 0.00% No change 11 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 10 $2K
Banque Transatlantique SA 0.00% No change 10 $2K
Activest Wealth Management 0.00% Reduce -90.2% 9 $1K
Optima Capital LLC 0.00% New 9 $1K
Redwood Park Advisors LLC 0.00% No change 9 $1K
TFC Financial Management, Inc. 0.00% No change 9 $1K
Crewe Advisors LLC 0.00% New 9 $1K
Creative Capital Management Investments LLC 0.00% New 8 $1K
Mascoma Wealth Management LLC 0.00% New 8 $1K
Archer Investment Corp 0.00% No change 8 $1K
Country Trust Bank 0.00% No change 8 $1K
Quaker Wealth Management, LLC 0.00% No change 7 $1K
Retirement Wealth Solutions LLC 0.00% Reduce -22.2% 7 $1K
Nova Wealth Management, Inc. 0.00% Reduce -46.1% 7 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 5 $774
Quarry LP 0.00% Reduce -98.8% 5 $774
Cape Investment Advisory, Inc. 0.00% New 4 $619
McGuire Capital Advisors Inc. 0.00% — 3 $482
Fairscale Capital, LLC 0.00% No change 3 $468
Bridge Generations Wealth Management LLC 0.00% No change 3 $465
JFS Wealth Advisors, LLC 0.00% Reduce -87.0% 3 $465
Godfrey Financial Associates, Inc. 0.00% — 3 $464
Davis Capital Management 0.00% No change 3 $464
Atlantic Private Wealth, LLC 0.00% New 3 $464
Luken Investment Analytics, LLC 0.00% New 3 $464
Wealth Watch Advisors, INC 0.00% Reduce -70.0% 3 $464
Jessup Wealth Management, Inc 0.00% New 2 $347
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $330
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -97.7% 2 $309
Valued Wealth Advisors LLC 0.00% No change 1 $156
Winnacle Wealth LLC 0.00% Reduce -87.5% 1 $155
DV Trading LLC 0.00% — 1 $155
West Branch Capital LLC 0.00% No change 1 $155
Roble, Belko & Company, Inc 0.00% No change 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.