Digital Realty TrustDLR

13F holders, Q1 2026 (March 31)
1,254holders +62
139new positions
81sold out
10famous investors
$179.62avg. 13F price*

At the end of Q1 2026, 1,254 institutions reported holding Digital Realty Trust Inc. (DLR) in their 13F filings, up 62 from Q4 2025. 139 opened new positions and 81 sold out. The largest holders were BlackRock, Inc. ($7.1B), Vanguard Portfolio Management LLC ($5.3B) and Cohen & Steers, Inc. ($5.1B). 10 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), George Soros (0.2% of Soros Fund Management's portfolio) and David E. Shaw (0.2% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions139$867.4M
Exits81$360.5M

All 13F filers, Q4 2025 → Q1 2026: 14,936,826 shares bought and 16,893,934 shares sold, net −1,957,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,254 holders

BlackRock, Inc. 0.13% Add +1.8% 39,503,125 $7.1B
Vanguard Portfolio Management LLC 0.28% — 29,472,165 $5.3B
Cohen & Steers, Inc. 8.83% Add +0.6% 28,177,457 $5.1B
Vanguard Capital Management LLC 0.10% — 21,689,488 $3.9B
State Street Corp. 0.13% Reduce -1.6% 20,315,624 $3.7B
Bank of America Corp. 0.12% Add +6.0% 9,470,695 $1.7B
Geode Capital Management, LLC 0.11% Add +2.2% 9,436,559 $1.7B
APG Asset Management US Inc. 11.98% Add +0.0% 8,619,693 $1.6B
Canada Pension Plan Investment Board 0.88% Add +1.6% 7,582,063 $1.4B
Northern Trust Corp. 0.13% Reduce -4.5% 5,525,709 $995.8M
Morgan Stanley 0.06% Add +21.8% 5,178,674 $933.2M
Dimensional Fund Advisors LP 0.18% Add +0.7% 4,850,416 $874.0M
FMR LLC 0.04% Add +8.6% 4,668,688 $841.3M
Charles Schwab Investment Management Inc. 0.12% Add +3.2% 4,351,799 $784.2M
Invesco Ltd. 0.08% Reduce -3.6% 4,273,945 $770.2M
Daiwa Securities Group Inc. 2.16% Reduce -8.9% 4,142,697 $746.6M
Legal & General Group Plc 0.16% Reduce -3.5% 3,868,379 $697.1M
Principal Financial Group Inc. 0.36% Add +0.4% 3,704,993 $667.7M
JPMorgan Chase & Co. 0.04% Reduce -25.8% 3,466,682 $607.3M
T. Rowe Price Associates Inc. 0.07% Reduce -0.4% 3,177,171 $572.6M
Centersquare Investment Management LLC 5.71% Reduce -7.2% 3,064,909 $552.3M
Goldman Sachs Group Inc. 0.07% Reduce -2.6% 2,961,971 $533.8M
Nuveen, LLC 0.13% Add +5.8% 2,686,204 $484.1M
Amundi 0.12% Add +3.6% 2,504,476 $451.3M
Deutsche Bank AG 0.14% Add +4.3% 2,316,841 $417.5M
Russell Investments Group, Ltd. 0.43% Add +8.3% 2,231,388 $398.9M
Resolution Capital Ltd 7.47% Reduce -1.4% 1,970,697 $355.1M
Bank of New York Mellon Corp 0.06% Reduce -2.3% 1,952,366 $351.8M
Vanguard Fiduciary Trust Co. 0.08% — 1,836,617 $331.0M
Alliancebernstein L.P. 0.11% Add +11.1% 2,116,611 $327.5M
UBS Group AG 0.06% Add +10.4% 1,810,607 $326.3M
Royal Bank of Canada 0.06% Reduce -7.8% 1,778,305 $320.5M
Capital International Investors 0.07% New 1,732,166 $312.2M
Sei Investments Co. 0.27% Add +1.0% 1,645,851 $296.6M
Capital Research Global Investors 0.04% Add +26.4% 1,600,151 $288.4M
Duff & Phelps Investment Management Co. 2.89% Add +0.3% 1,546,930 $278.8M
HSBC Holdings PLC 0.16% Add +7.2% 1,451,241 $261.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.28% Add +86.4% 1,152,170 $207.6M
Pictet Asset Management Holding SA 0.21% Reduce -43.0% 1,130,488 $203.7M
Massachusetts Financial Services Co. 0.07% Reduce -12.5% 1,049,905 $200.9M
Barclays PLC 0.07% Add +17.1% 1,096,671 $197.6M
D. E. Shaw & Co. 0.16% Add +457.9% 1,079,695 $194.6M
Prudential Financial Inc. 0.23% Add +7.2% 1,052,038 $189.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.12% Add +7.2% 1,015,721 $183.0M
Swiss National Bank 0.10% Add +7.9% 1,008,049 $181.7M
Sumitomo Mitsui Trust Group, Inc. 0.12% Reduce -22.2% 1,004,878 $181.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.32% Add +2.4% 1,002,207 $180.5M
Aberdeen Group plc 0.26% Reduce -2.4% 895,966 $161.5M
CANADA LIFE ASSURANCE Co 0.26% Reduce -1.1% 816,822 $147.6M
Schroder Investment Management Group 0.12% Reduce -3.9% 814,182 $142.6M
Burkehill Global Management, LP 7.07% New 750,000 $135.2M
Raymond James Financial Inc. 0.04% Add +3.6% 718,250 $129.4M
Vanguard Global Advisers, LLC 0.07% — 708,721 $127.7M
Nordea Investment Management AB 0.12% Add +5.3% 708,735 $126.3M
Barrow Hanley Mewhinney & Strauss LLC 0.41% New 695,077 $125.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% Reduce -0.7% 693,734 $125.0M
Citigroup Inc. 0.08% Add +26.2% 686,737 $123.8M
Janus Henderson Group PLC 0.06% Reduce -6.9% 674,446 $121.6M
Rockefeller Capital Management L.P. 0.21% Add +3.3% 641,675 $115.6M
Asset Management One Co., Ltd. 0.34% Reduce -1.3% 638,267 $115.0M
Nomura Asset Management Co. Ltd. 0.29% Add +3.3% 618,038 $111.4M
Rhumbline Advisers 0.09% Add +0.7% 614,039 $110.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.09% — 600,857 $108.3M
American Century Companies Inc. 0.05% Add +42.8% 583,124 $105.1M
California Public Employees Retirement System 0.06% Reduce -1.1% 580,219 $104.6M
National Pension Service 0.08% Add +13.7% 568,460 $102.4M
Ameriprise Financial Inc. 0.02% Reduce -6.6% 588,577 $102.3M
BNP Paribas Financial Markets 0.07% Reduce -36.0% 564,801 $101.8M
Wells Fargo & Company 0.02% Add +1.1% 561,899 $101.3M
Public Employees Retirement System of Ohio 0.32% Reduce -8.0% 545,414 $98.3M
STRS Ohio 0.39% Add +4.5% 539,831 $97.3M
Millennium Management 0.08% Add +3021.9% 533,260 $96.1M
Jane Street Group, LLC 0.10% New 530,019 $95.5M
Envestnet Asset Management Inc. 0.02% Add +10.1% 490,807 $88.4M
Baron Capital (BAMCO) 0.26% Add +250.8% 484,763 $87.4M
Adelante Capital Management LLC 5.89% Add +0.4% 478,296 $86.2M
Aew Capital Management L P 6.01% Reduce -16.4% 459,315 $82.8M
Adage Capital Partners Gp, L.L.C. 0.13% Add +23.6% 459,300 $82.8M
Manufacturers Life Insurance Company, The 0.07% Reduce -1.3% 459,208 $82.8M
Alyeska Investment Group, L.P. 0.23% Reduce -46.6% 450,867 $81.3M
CBRE Investment Management Listed Real Assets LLC 1.19% Add +78.6% 444,106 $80.0M
California State Teachers Retirement System 0.08% Reduce -2.0% 426,135 $76.8M
Wellington Management Group LLP 0.01% Reduce -12.6% 423,749 $76.4M
Vanguard Investments Australia, Ltd. 0.21% — 400,013 $72.1M
Neuberger Berman Group LLC 0.05% Add +50.8% 372,773 $67.2M
PGGM Investments 1.15% Reduce -16.1% 364,315 $65.7M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Reduce -48.9% 353,870 $63.8M
Stifel Financial Corp. 0.06% Reduce -2.8% 340,082 $61.3M
Danske Bank A/S 0.15% Add +4.7% 334,931 $60.4M
Allianz Asset Management GmbH 0.07% Reduce -1.8% 327,023 $58.9M
Franklin Resources Inc. 0.01% Reduce -1.6% 324,548 $58.5M
Swedbank AB 0.06% Reduce -8.6% 323,140 $58.2M
Pacer Advisors, Inc. 0.16% Reduce -17.9% 318,288 $57.4M
Aviva PLC 0.10% Add +2.9% 316,835 $57.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Reduce -5.5% 311,740 $56.2M
Macquarie Group Ltd. 0.32% Reduce -7.6% 300,120 $54.1M
DekaBank Deutsche Girozentrale 0.09% No change 300,216 $53.5M
State Board of Administration of Florida Retirement System 0.10% No change 293,636 $52.9M
Gotham Asset Management 0.16% Add +22.4% 292,551 $52.7M
KBC Group NV 0.13% Reduce -30.9% 287,034 $51.7M
State of New Jersey Common Pension Fund D 0.20% Add +3.4% 286,684 $51.7M
Heitman Real Estate Securities LLC 3.66% Add +22.9% 282,108 $50.8M
AQR Capital Management 0.02% Reduce -7.9% 283,488 $50.5M
LPL Financial LLC 0.01% Reduce -4.4% 270,686 $48.8M
Huntington National Bank 0.35% Add +1.9% 263,134 $47.4M
Korea Investment CORP 0.10% Add +22.9% 258,065 $46.5M
Retirement Systems of Alabama 0.15% Reduce -0.2% 248,677 $44.8M
Creative Planning 0.03% Add +10.2% 247,514 $44.6M
Focus Partners Wealth 0.05% Add +1.6% 244,222 $44.0M
Clearbridge Investments, LLC 0.04% Add +122.0% 239,504 $43.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.21% Add +23.5% 231,677 $41.8M
New York State Teachers Retirement System 0.08% Reduce -0.0% 229,149 $41.3M
Van Eck Associates Corp. 0.03% Add +13.7% 219,669 $39.6M
Natixis Advisors, LLC 0.05% Add +6.0% 216,313 $39.0M
Bank of Montreal 0.02% Reduce -16.3% 210,674 $38.0M
Hazelview Securities Inc. 7.02% Add +2.1% 209,349 $37.7M
Jones Financial Companies LLLP 0.02% Add +31.0% 212,637 $37.3M
State of Alaska, Department of Revenue 0.40% Add +1.6% 205,102 $37.0M
UniSuper Management Pty Ltd 0.24% Reduce -8.7% 202,214 $36.4M
Resona Asset Management Co.,Ltd. 0.17% Add +4.3% 199,149 $35.1M
Homestead Advisers Corp 0.92% Reduce -16.8% 190,242 $34.1M
US Bancorp \de 0.04% Reduce -1.1% 186,875 $33.7M
State of Wisconsin Investment Board 0.08% Add +4.1% 183,664 $33.1M
Mitsubishi UFJ Trust & Banking Corp 0.08% Add +4.0% 177,690 $32.0M
New York State Common Retirement Fund 0.04% Add +1.7% 175,198 $31.6M
Captrust Financial Advisors 0.06% Add +124.3% 175,172 $31.6M
Handelsbanken Fonder AB 0.10% Add +0.1% 173,614 $31.3M
KLP Kapitalforvaltning As 0.12% Add +7.8% 172,281 $31.0M
TD Asset Management Inc 0.02% Add +4.9% 164,397 $29.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.24% Add +3.2% 164,342 $29.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.21% Reduce -16.5% 160,250 $28.9M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.8% 159,164 $28.7M
Pacific Heights Asset Management LLC 0.90% No change 150,000 $27.0M
Metis Global Partners, LLC 0.66% Add +3.3% 148,553 $26.8M
Treasurer of the State of North Carolina 0.08% Add +2.2% 147,302 $26.5M
Ninety One UK Ltd 0.06% Add +1.5% 147,120 $26.5M
Lasalle Investment Management Securities LLC 1.03% Reduce -64.3% 144,014 $26.0M
APG Asset Management N.V. 0.08% Reduce -0.2% 165,460 $25.9M
Marshall Wace, LLP 0.03% Add +9.9% 142,310 $25.6M
FIL Ltd 0.02% Add +89.5% 141,420 $25.5M
Victory Capital Management Inc. 0.02% Reduce -1.7% 139,983 $25.2M
First Trust Advisors LP 0.02% Add +38.6% 139,965 $25.2M
&partners 0.12% Add +16.9% 139,284 $25.1M
National Bank of Canada 0.03% Reduce -30.5% 138,616 $25.0M
Storebrand Asset Management As 0.07% Add +0.0% 138,517 $25.0M
Eurizon Capital SGR S.p.A. 0.08% Add +1.1% 138,593 $24.9M
CIBC Bancorp USA Inc. 0.03% — 137,151 $24.7M
Credit Agricole S A 0.08% Reduce -11.4% 136,510 $24.6M
Royal London Asset Management Ltd. 0.05% Reduce -0.1% 133,735 $24.1M
Vert Asset Management LLC 7.60% Reduce -5.8% 132,900 $23.9M
Midwest Trust Co 0.30% Add +0.4% 131,445 $23.7M
Robeco Institutional Asset Management B.V. 0.03% Add +62.6% 129,334 $23.3M
Uniplan Investment Counsel, Inc. 2.44% Add +70.9% 127,970 $23.1M
IFM Investors Pty Ltd 0.19% Add +2.6% 127,397 $23.0M
Walleye Capital LLC 0.15% Add +2145.5% 125,701 $22.7M
State of Tennessee, Department of Treasury 0.07% No change 123,487 $22.3M
Ofi Invest Asset Management 0.29% Reduce -48.1% 139,180 $21.9M
Voya Investment Management LLC 0.03% Add +11.2% 119,436 $21.5M
Land & Buildings Investment Management, LLC 3.48% New 114,066 $20.6M
M&T Bank Corp 0.07% Add +0.7% 113,278 $20.4M
DNB Asset Management AS 0.07% Add +2.1% 111,537 $20.1M
Lansforsakringar Fondforvaltning AB (publ) 0.10% Add +1.1% 108,844 $19.6M
Sound Income Strategies, LLC 0.93% Add +4.0% 107,212 $19.3M
NEOS Investment Management LLC 0.10% Add +20.0% 106,359 $19.2M
Alberta Investment Management Corp 0.13% No change 106,000 $19.1M
Mirova 0.77% New 105,387 $19.0M
Foresight Group Ltd Liability Partnership 3.35% Reduce -9.9% 108,294 $19.0M
Cornerstone Advisors, LLC 0.69% Add +25.2% 104,203 $18.8M
Tredje AP-fonden 0.10% New 102,718 $18.5M
Sanctuary Advisors, LLC 0.10% Reduce -2.9% 101,673 $18.3M
Chilton Capital Management LLC 0.64% Add +2.5% 101,485 $18.3M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -6.7% 101,123 $18.2M
Nomura Asset Management International Inc. 0.03% Reduce -70.4% 98,776 $17.8M
Toronto Dominion Bank 0.03% Reduce -56.8% 97,695 $17.6M
Citadel Advisors 0.01% Reduce -67.1% 96,980 $17.5M
Nissay Asset Management Corp. /Japan 0.09% Add +2.7% 95,286 $17.2M
Arizona State Retirement System 0.10% Reduce -2.0% 94,124 $17.0M
Reaves W H & Co. Inc. 0.28% Reduce -0.3% 94,022 $16.9M
Baird Financial Group, Inc. 0.03% Reduce -2.2% 93,401 $16.8M
Brookfield Corp 0.02% Reduce -29.0% 92,787 $16.7M
Two Sigma Investments, LP 0.01% Reduce -69.9% 91,991 $16.6M
Public Sector Pension Investment Board 0.05% Add +11.6% 91,836 $16.5M
Thrivent Financial for Lutherans 0.03% Add +1.8% 91,767 $16.5M
Kornitzer Capital Management Inc. 0.35% No change 90,000 $16.2M
Todd Asset Management LLC 0.31% Add +2.4% 89,016 $16.0M
Stony Point Capital LLC 1.29% Reduce -0.4% 88,737 $16.0M
Commonwealth Equity Services, LLC 0.02% Reduce -3.1% 88,316 $15.9M
Czech National Bank 0.10% Add +3.3% 87,952 $15.8M
Pinnacle Associates Ltd. 0.20% Reduce -14.9% 87,638 $15.8M
Natixis 0.06% Reduce -11.6% 87,129 $15.7M
Aptus Capital Advisors, LLC 0.13% Reduce -2.6% 86,578 $15.6M
Cetera Investment Advisers 0.02% Add +5.4% 85,609 $15.4M
MetLife Investment Management, LLC 0.08% Reduce -2.1% 84,940 $15.3M
State of Michigan Retirement System 0.08% Reduce -0.2% 84,381 $15.2M
Quantinno Capital Management LP 0.03% Add +31.6% 84,006 $15.1M
Teachers Retirement System of the State of Kentucky 0.12% No change 83,113 $15.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +37.1% 82,170 $14.8M
SEB Asset Management AB 0.06% — 80,255 $14.5M
PensionDanmark Pensionsforsikringsaktieselskab 0.14% Add +11.0% 78,933 $14.2M
Davis Selected Advisers 0.07% Reduce -0.5% 78,880 $14.2M
CIBC Asset Management Inc 0.03% Add +1.6% 77,788 $14.0M
Varma Mutual Pension Insurance Co 0.08% No change 76,883 $13.9M
1832 Asset Management L.P. 0.02% Reduce -7.1% 76,755 $13.8M
Swiss Life Asset Management Ltd 0.07% Add +7.5% 76,650 $13.8M
Zevin Asset Management LLC 1.88% Reduce -1.3% 75,337 $13.6M
Capital Investment Advisors, LLC 0.20% Add +5.0% 75,227 $13.6M
Vestcor Inc 0.37% Add +24.3% 74,561 $13.4M
SG Americas Securities, LLC 0.01% Reduce -74.6% 74,102 $13.4M
Calamos Advisors LLC 0.07% No change 72,985 $13.2M
Bogart Wealth, LLC 0.51% Add +4.1% 72,712 $13.1M
Brighton Jones LLC 0.28% New 70,644 $12.7M
Mercer Global Advisors Inc. 0.02% Add +18.2% 68,810 $12.4M
Defiance ETFs, LLC 0.18% Add +26.5% 67,961 $12.2M
Bcwm, LLC 3.46% Add +3.6% 67,638 $12.2M
USS Investment Management Ltd 0.05% Add +2.6% 67,299 $12.1M
B&I Capital AG 4.09% Reduce -4.7% 66,691 $12.0M
Pinebridge Investments LLC 0.10% Reduce -34.2% 66,632 $12.0M
Nisa Investment Advisors, LLC 0.04% Reduce -39.7% 66,036 $11.9M
Federation des caisses Desjardins du Quebec 0.04% Add +31.3% 65,019 $11.7M
New Age Alpha Advisors, LLC 0.54% Reduce -6.5% 64,542 $11.6M
Vision Capital Corp 6.34% Reduce -31.8% 64,434 $11.6M
Benjamin Edwards Inc. 0.11% Add +10.0% 63,286 $11.4M
Wesbanco Bank Inc. 0.32% Reduce -1.3% 63,112 $11.4M
Cibc World Market Inc. 0.02% Reduce -65.9% 62,370 $11.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +9.3% 61,309 $11.0M
Teacher Retirement System of Texas 0.05% Reduce -0.3% 61,170 $11.0M
Xponance LLC 0.08% Add +16.3% 59,905 $10.8M
Penserra Capital Management LLC 0.13% Add +10.9% 59,585 $10.7M
Northwest & Ethical Investments L.P. 0.25% New 59,559 $10.7M
Amalgamated Bank 0.08% Reduce -2.9% 59,172 $10.7M
Corient Private Wealth LP 0.02% Add +0.4% 59,135 $10.6M
Truist Financial Corp. 0.01% Reduce -4.9% 58,961 $10.6M
Bank of Nova Scotia 0.02% Reduce -25.7% 58,491 $10.5M
ASR Vermogensbeheer N.V. 0.12% Add +1.9% 58,135 $10.5M
Rothschild Investment LLC 0.54% Reduce -25.9% 57,502 $10.4M
Soros Fund Management 0.19% No change 57,418 $10.3M
Beacon Investment Advisory Services, Inc. 0.43% New 57,054 $10.3M
Investment Management Corp of Ontario 0.13% Reduce -7.5% 56,412 $10.2M
Van Lanschot Kempen Investment Management N.V. 0.09% Add +248.4% 56,280 $10.1M
Utah Retirement Systems 0.10% Reduce -0.3% 55,917 $10.1M
ProShare Advisors LLC 0.01% Reduce -29.7% 55,232 $10.0M
Foster Victor Wealth Advisors, LLC 0.57% Add +7.5% 50,719 $9.9M
AEGON ASSET MANAGEMENT UK Plc 0.13% No change 55,032 $9.9M
Allworth Financial LP 0.04% Add +0.2% 54,986 $9.9M
Weatherly Asset Management L. P. 0.79% Add +6.7% 54,427 $9.8M
MAI Capital Management 0.05% Add +2.0% 53,510 $9.6M
Police & Firemen's Retirement System of New Jersey 0.08% Add +1.6% 53,045 $9.6M
Strategic Wealth Partners, Ltd. 0.66% Add +21.9% 52,831 $9.5M
O'shaughnessy Asset Management, LLC 0.05% Add +87.9% 52,694 $9.5M
DigitalBridge Group, Inc. 0.59% Reduce -50.2% 51,000 $9.2M
HighTower Advisors, LLC 0.01% Reduce -0.1% 50,725 $9.1M
Pathstone Holdings, LLC 0.04% Add +6.8% 50,703 $9.1M
QRG Capital Management, Inc. 0.09% Add +16.4% 49,945 $9.0M
Inspire Investing, LLC 0.52% Add +42.8% 49,534 $8.9M
Presima Securities ULC 5.00% No change 49,452 $8.9M
Farmers & Merchants Investments Inc. 0.25% Add +3.3% 49,446 $8.9M
Franklin Street Advisors Inc. 0.55% Reduce -9.2% 49,404 $8.9M
Ensign Peak Advisors, Inc 0.02% Add +50.1% 49,244 $8.9M
GSI Capital Advisors LLC 4.81% Reduce -0.4% 49,112 $8.9M
Wealthfront Advisers LLC 0.02% Add +3.8% 48,979 $8.8M
Woodline Partners LP 0.03% Reduce -11.9% 48,809 $8.8M
Royal Fund Management, LLC 0.84% Add +5.7% 48,539 $8.8M
New York Life Investment Management LLC 0.07% Add +2.9% 48,311 $8.7M
PNC Financial Services Group, Inc. 0.01% Add +9.7% 47,730 $8.6M
Rakuten Investment Management, Inc. 0.02% Add +13.2% 48,954 $8.6M
Yousif Capital Management, LLC 0.10% Reduce -2.5% 47,402 $8.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -21.6% 47,347 $8.5M
TCW Group Inc. 0.06% Reduce -16.3% 47,293 $8.5M
Pensionfund PDN 4.91% Add +7.3% 47,119 $8.5M
Allstate Corp. 0.09% Add +25.2% 46,780 $8.4M
LVM Capital Management Ltd. 0.78% Reduce -0.5% 46,179 $8.3M
Ethic Inc. 0.13% Add +15.2% 46,117 $8.3M
Advisors Asset Management, Inc. 0.14% Reduce -6.3% 45,998 $8.3M
Easterly Investment Partners LLC 0.63% Reduce -56.1% 46,719 $8.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.24% Reduce -3.7% 44,492 $8.0M
Naples Global Advisors, LLC 0.58% Add +3.2% 44,113 $7.9M
Hancock Whitney Corp. 0.14% Add +10.8% 39,204 $7.9M
Public Employees Retirement Association of Colorado 0.03% Add +0.2% 43,597 $7.9M
Sterling Capital Management LLC 0.15% Reduce -19.9% 43,556 $7.8M
Cerity Partners LLC 0.01% Reduce -6.4% 43,243 $7.8M
Capital Investment Counsel, LLC 1.07% Add +3.1% 43,211 $7.8M
Adell Harriman & Carpenter Inc. 0.47% Add +11.0% 42,505 $7.7M
Vanguard Personalized Indexing Management, LLC 0.08% Add +18.5% 42,435 $7.6M
Agf Management Ltd. 0.03% Reduce -25.2% 42,176 $7.6M
Mutual of America Capital Management LLC 0.09% Reduce -1.4% 41,815 $7.5M
Mackenzie Financial Corp. 0.01% Add +8.8% 41,420 $7.5M
Janney Montgomery Scott LLC 0.02% Add +4.2% 41,353 $7.5M
Baillie Gifford & Co. 0.01% Add +0.1% 40,597 $7.3M
Tufton Capital Management 1.30% Reduce -2.0% 39,630 $7.1M
GFS Advisors, LLC 0.46% New 24,129 $7.1M
Romano Brothers and Company 0.80% Add +0.1% 39,228 $7.1M
Consolidated Capital Management, LLC 2.26% New 38,904 $7.0M
Edgemoor Investment Advisors, Inc. 0.55% Reduce -0.5% 38,875 $7.0M
One Capital Management, LLC 0.19% Add +12.2% 38,699 $7.0M
DJE Kapital AG 0.15% New 38,918 $6.8M
Knights of Columbus Asset Advisors LLC 0.38% Add +7.5% 37,350 $6.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 37,079 $6.7M
Osaic Holdings, Inc. 0.01% Reduce -15.4% 37,008 $6.7M
Oregon Public Employees Retirement Fund 0.09% No change 36,961 $6.7M
Susquehanna International Group, LLP 0.01% Reduce -77.6% 36,895 $6.6M
CI Investments Inc. 0.03% Reduce -4.2% 36,638 $6.6M
Global Wealth Management Investment Advisory, Inc. 1.03% Add +3.2% 36,407 $6.6M
Dynamic Advisor Solutions LLC 0.21% Add +1.2% 36,210 $6.5M
Stephens Inc. 0.08% Add +0.9% 35,827 $6.5M
Fifth Third Bancorp 0.01% Reduce -12.1% 35,085 $6.3M
Washington Trust Bank 0.46% Reduce -9.6% 34,760 $6.3M
OP Asset Management Ltd 0.06% Reduce -7.2% 34,499 $6.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.30% No change 34,000 $6.1M
Sequoia Financial Advisors, LLC 0.03% Add +11.7% 33,745 $6.1M
Chronos Wealth Management, LLC 2.93% Reduce -0.3% 33,560 $6.0M
Kestra Advisory Services, LLC 0.02% Reduce -7.6% 33,515 $6.0M
Silver Lake Advisory, LLC 2.39% Reduce -4.0% 33,477 $6.0M
Jamison Private Wealth Management, Inc. 0.75% Add +2.4% 33,384 $6.0M
Renaissance Technologies 0.01% Add +60.5% 32,900 $5.9M
D.A. Davidson & Co. 0.04% Add +0.5% 32,773 $5.9M
FourThought Financial Partners, LLC 0.51% Add +4.8% 32,735 $5.9M
Fielder Capital Group LLC 1.28% Add +7.4% 32,621 $5.9M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 32,600 $5.9M
Avanza Fonder AB 0.16% Reduce -1.3% 32,360 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Reduce -2.6% 32,061 $5.8M
S-Bank Fund Management Ltd 0.85% Reduce -3.6% 31,726 $5.7M
Dean Investment Associates, LLC 0.80% Reduce -5.7% 31,642 $5.7M
Norinchukin Bank, The 0.07% Reduce -0.8% 31,208 $5.6M
Equitable Holdings, Inc. 0.04% Add +44.8% 34,506 $5.6M
Mariner, LLC 0.01% Reduce -47.9% 31,115 $5.6M
Stolper Co 1.58% Add +725.5% 110,907 $5.6M
Alerus Financial NA 0.27% Reduce -29.1% 30,720 $5.5M
Prudential PLC 0.04% Add +5.0% 30,630 $5.5M
SCS Capital Management LLC 0.06% Reduce -6.4% 30,615 $5.5M
Sophron Capital Management L.P. 1.62% Reduce -25.2% 30,457 $5.5M
Nordwand Advisors, LLC 0.96% Add +0.2% 30,393 $5.5M
Texas Yale Capital Corp. 0.15% Add +0.5% 29,908 $5.4M
Shannon River Fund Management LLC 1.03% New 29,838 $5.4M
Peapack Gladstone Financial Corp. 0.07% Reduce -0.9% 29,586 $5.3M
Candriam S.C.A. 0.03% Reduce -0.8% 28,699 $5.2M
Oppenheimer Asset Management Inc. 0.06% Reduce -3.8% 28,351 $5.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.4% 28,179 $5.1M
Rafferty Asset Management, LLC 0.02% Reduce -27.5% 28,072 $5.1M
Edgewood Management LLC 0.03% No change 27,826 $5.0M
Engineers Gate Manager LP 0.06% New 27,667 $5.0M
Hamilton Capital Partners Inc. 0.17% Add +7.5% 27,505 $5.0M
Abn Amro Investment Solutions 0.06% Add +0.2% 27,364 $4.9M
Simon Quick Advisors, LLC 0.22% Add +9.2% 27,063 $4.9M
MassMutual Private Wealth & Trust, FSB 0.13% Add +0.2% 26,737 $4.8M
Gulf International Bank (UK) Ltd 0.11% Add +51.5% 26,626 $4.8M
Westwood Holdings Group Inc. 0.04% New 26,550 $4.8M
Groupe la Francaise 0.07% Add +8.7% 26,403 $4.8M
Patten & Patten Inc. 0.29% Reduce -3.5% 26,206 $4.7M
Brookstone Capital Management 0.05% Add +4.9% 26,152 $4.7M
Stratos Investment Management, LLC 0.19% Add +5.5% 26,036 $4.7M
B. Metzler seel. Sohn & Co. AG 0.04% Add +6.4% 25,962 $4.7M
L & S Advisors Inc 0.59% New 25,934 $4.7M
Harbor Advisors LLC 0.67% No change 25,552 $4.6M
MML Investors Services, LLC 0.01% Reduce -6.0% 25,443 $4.6M
UMB Bank, n.a. 0.06% Reduce -13.0% 25,164 $4.5M
AIA Group Ltd 0.06% Add +0.9% 24,738 $4.5M
Concurrent Investment Advisors, LLC 0.05% Add +6.5% 24,705 $4.5M
Naviter Wealth, LLC 0.55% Add +12.0% 24,315 $4.4M
DAVENPORT & Co LLC 0.02% Reduce -0.5% 24,232 $4.4M
Holocene Advisors, LP 0.01% New 24,223 $4.4M
Americana Partners, LLC 0.11% Add +4.9% 24,167 $4.4M
Vident Advisory, LLC 0.04% Add +11.2% 24,099 $4.3M
Tidal Investments LLC 0.01% Add +30.0% 24,108 $4.3M
Blair William & Co. 0.01% Add +1.2% 23,808 $4.3M
Lyell Wealth Management, LP 0.31% Reduce -59.9% 23,645 $4.3M
Erste Asset Management GmbH 0.04% Add +658.1% 24,306 $4.3M
Signet Investment Advisory Group, Inc. 1.93% Add +3.1% 23,380 $4.2M
NewEdge Advisors, LLC 0.02% Reduce -2.4% 23,319 $4.2M
Impax Asset Management Group plc 0.03% Add +3.9% 23,158 $4.2M
Oddo BHF Asset Management Sas 0.16% Add +4.2% 23,073 $4.2M
Atlantic Union Bankshares Corp 0.08% Add +86.2% 22,900 $4.1M
United Capital Financial Advisors, LLC 0.03% Reduce -6.2% 22,879 $4.1M
Ar Asset Management Inc. 0.80% No change 22,840 $4.1M
Trinity Legacy Partners, LLC 0.89% Reduce -0.6% 21,006 $4.1M
Northstar Asset Management Inc. 1.26% Reduce -60.0% 22,814 $4.1M
Westpac Banking Corp. 0.28% Reduce -1.6% 22,638 $4.1M
Susquehanna Portfolio Strategies, LLC 0.06% New 22,462 $4.0M
Spirit of America Management Corp. 0.80% No change 22,431 $4.0M
Pensionfund Sabic 4.76% Add +2.3% 21,947 $4.0M
River Wealth Advisors LLC 0.45% Add +2.3% 21,932 $4.0M
Blue Sparrow, LLC 0.07% New 21,480 $3.9M
Banque Cantonale Vaudoise 0.15% Add +2.0% 21,466 $3.9M
DRW Securities, LLC 0.21% New 21,222 $3.8M
Hall Capital Management Co. Inc. 1.35% Add +4.1% 18,788 $3.8M
FJ Capital Management LLC 0.42% Add +286.4% 20,829 $3.8M
Meridian Wealth Management, LLC 0.13% Reduce -3.0% 20,809 $3.7M
Keybank National Association 0.01% Add +2.3% 20,685 $3.7M
Oppenheimer & Co. Inc. 0.05% Reduce -2.0% 20,658 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -6.2% 20,298 $3.7M
Cozad Asset Management Inc. 0.29% Add +1.9% 20,380 $3.7M
Point Windward Advisors Inc. 1.86% Add +0.1% 20,348 $3.7M
Daiichi Life Insurance Co., Ltd. 0.10% Add +3.9% 20,170 $3.6M
Arcadia Investment Management Corp. 0.62% Add +1.9% 20,088 $3.6M
HRT Financial LP 0.01% New 20,066 $3.6M
iA Global Asset Management Inc. 0.05% New 19,757 $3.6M
Mizuho Securities USA LLC 0.08% Reduce -17.0% 19,523 $3.5M
Lockheed Martin Investment Management Co. 0.13% Add +1.0% 19,520 $3.5M
Canandaigua National Corp. 0.31% — 19,447 $3.5M
Beacon Pointe Advisors, LLC 0.02% Add +134.0% 19,426 $3.5M
Osmosis Investment Management UK Ltd 0.09% Reduce -46.4% 19,397 $3.5M
JPL Wealth Management, LLC 0.80% Add +0.0% 19,304 $3.5M
Marshall Financial Group, LLC 0.54% Add +2.7% 18,770 $3.4M
Generali Asset Management SPA SGR 0.07% Add +1.8% 18,754 $3.4M
Cherry Creek Investment Advisors, Inc. 1.47% Add +0.3% 18,745 $3.4M
Vanderbilt University 0.64% Add +3.9% 18,683 $3.4M
Boston Common Asset Management, LLC 0.21% Reduce -7.9% 18,472 $3.3M
Hartford Investment Management Co. 0.11% Reduce -1.2% 18,438 $3.3M
Stiles Financial Services Inc 1.01% Add +6.2% 18,379 $3.3M
Maryland State Retirement & Pension System 0.07% No change 17,877 $3.2M
LBP Am SA 0.04% New 17,842 $3.2M
Occidental Asset Management, LLC 0.38% Add +6.5% 17,637 $3.2M
Sound View Wealth Advisors Group, LLC 0.22% Add +0.3% 17,599 $3.2M
Benedict Financial Advisors Inc. 0.65% Add +0.2% 17,426 $3.1M
Lanark Financial, Inc. 0.24% Reduce -0.8% 17,393 $3.1M
KR Capital LP 0.62% — 17,040 $3.1M
Paralel Advisors LLC 0.13% Reduce -37.0% 17,000 $3.1M
GeoWealth Management, LLC 0.11% Reduce -8.3% 16,979 $3.1M
Kestra Private Wealth Services, LLC 0.04% Add +15.9% 16,899 $3.0M
DoubleLine ETF Adviser LP 1.15% Reduce -18.9% 16,759 $3.0M
Integrated Advisors Network LLC 0.16% Add +742.3% 16,711 $3.0M
Jump Financial, LLC 0.05% New 16,708 $3.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -3.6% 16,681 $3.0M
Louisiana State Employees Retirement System 0.05% No change 16,500 $3.0M
Marco Investment Management LLC 0.22% No change 16,450 $3.0M
Horst & Graben Wealth Management LLC 0.40% Add +38.3% 15,010 $2.9M
Intech Investment Management LLC 0.03% Add +68.6% 16,242 $2.9M
Vestmark Advisory Solutions, Inc. 0.03% Add +93.2% 16,148 $2.9M
IFP Advisors, Inc 0.06% Add +52.5% 16,116 $2.9M
BI Asset Management Fondsmaeglerselskab A/S 0.03% Reduce -4.7% 16,019 $2.9M
Hixon Zuercher, LLC 0.90% Reduce -1.2% 15,987 $2.9M
Sagace Wealth Management LLC 1.94% Add +1.2% 15,906 $2.9M
Bokf, NA 0.04% Add +27.6% 15,900 $2.9M
AG2R La Mondiale Gestion D'actifs 0.13% Reduce -0.5% 15,891 $2.9M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -3.0% 15,888 $2.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -18.0% 15,871 $2.9M
Cullen/Frost Bankers, Inc. 0.03% Reduce -52.9% 15,698 $2.8M
Tealwood Asset Management Inc. 1.28% Reduce -0.8% 15,643 $2.8M
Vontobel Holding Ltd. 0.01% Reduce -12.1% 15,528 $2.8M
Tower Research Capital LLC (TRC) 0.07% Add +141.1% 15,515 $2.8M
Gold Investment Management Ltd. 0.86% Add +2.1% 15,404 $2.8M
OpenArc Corporate Advisory, LLC 0.04% Add +4.3% 15,331 $2.8M
Loudon Investment Management, LLC 1.48% No change 15,305 $2.8M
Generali Investments CEE, investicni spolecnost, a.s. 0.14% No change 15,200 $2.7M
Nomura Holdings Inc. 0.02% Reduce -25.0% 15,106 $2.7M
BNP Paribas 0.09% Add +17.5% 14,986 $2.7M
New Mexico Educational Retirement Board 0.08% No change 14,950 $2.7M
Union Bancaire Privee, UBP SA 0.04% Add +622.1% 23,470 $2.7M
Allspring Global Investments Holdings, LLC 0.00% Add +6.7% 14,851 $2.7M
Redmond Asset Management, LLC 0.73% Reduce -0.7% 14,822 $2.7M
Security National Bank of So Dak 1.28% Reduce -3.6% 14,692 $2.6M
Bridgewater Associates 0.01% Add +662.7% 14,652 $2.6M
Ellsworth Advisors, LLC 0.50% Add +6.7% 14,651 $2.6M
Vinva Investment Management Ltd 0.03% Reduce -6.3% 15,061 $2.6M
Assenagon Asset Management S.A. 0.00% No change 14,545 $2.6M
Plan Group Financial, LLC 0.61% Add +13.9% 14,520 $2.6M
Nikulski Financial, Inc. 0.64% Reduce -2.8% 14,446 $2.6M
Iowa State Bank 0.47% Reduce -0.5% 14,314 $2.6M
Measured Risk Portfolios, Inc. 2.81% Reduce -1.0% 14,151 $2.6M
Robbins Farley 1.13% Add +1.8% 14,151 $2.6M
Jennison Associates LLC 0.00% Add +15.3% 14,059 $2.5M
Hunter Associates Investment Management LLC 0.33% No change 13,959 $2.5M
Harrington Investments, INC 1.31% Add +1.3% 13,825 $2.5M
Crestwood Advisors Group, LLC 0.04% Add +2.3% 13,745 $2.5M
Summit Trail Advisors, LLC 0.04% Reduce -3.3% 13,586 $2.4M
Pine Valley Investments Ltd Liability Co 0.12% Add +0.2% 13,562 $2.4M
Security National Bank of Sioux City Iowa 1.44% Reduce -5.5% 13,544 $2.4M
Meiji Yasuda America Inc 0.60% Reduce -26.7% 13,485 $2.4M
BankPlus Trust Department 0.64% Add +0.6% 13,264 $2.4M
Edgestream Partners, L.P. 0.08% New 13,247 $2.4M
MUFG Securities EMEA plc 0.04% Reduce -87.7% 13,237 $2.4M
Taylor Frigon Capital Management LLC 1.35% Reduce -3.8% 13,151 $2.4M
Stanley-Laman Group, Ltd. 0.29% No change 13,134 $2.4M
EFG International AG 0.05% No change 13,086 $2.4M
World Investment Advisors 0.04% Add +17.3% 12,972 $2.3M
Leavell Investment Management, Inc. 0.10% Reduce -12.6% 12,871 $2.3M
Front Row Advisors LLC 0.78% Reduce -1.1% 12,870 $2.3M
HB Wealth Management, LLC 0.01% Add +26.0% 12,786 $2.3M
HBK Investments L P 0.03% Reduce -65.4% 12,736 $2.3M
Pathway Financial Advisers, LLC 0.65% Reduce -1.8% 12,683 $2.3M
Saudi Central Bank 0.05% New 12,679 $2.3M
ArrowMark Colorado Holdings LLC 0.06% Reduce -1.8% 12,572 $2.3M
Fayez Sarofim & Co 0.01% Reduce -59.3% 12,440 $2.2M
Pinnacle Financial Partners, Inc. 0.02% Add +2.5% 12,334 $2.2M
Novare Capital Management LLC 0.17% Reduce -5.0% 12,243 $2.2M
Independent Advisor Alliance 0.02% Add +7.5% 12,205 $2.2M
Smith Salley Wealth Management 0.11% Add +1.6% 12,175 $2.2M
Stock Yards Bank & Trust Co. 0.07% Reduce -4.4% 12,141 $2.2M
Norway Savings Bank 1.03% Add +6.2% 12,099 $2.2M
Tokio Marine Asset Management Co. Ltd. 0.08% Add +2.0% 12,018 $2.2M
Syntax Research, Inc. 1.35% Reduce -17.3% 11,773 $2.1M
Armor Investment Advisors, LLC 0.76% Reduce -9.4% 11,686 $2.1M
Systematic Financial Management LP 0.05% Reduce -3.1% 11,683 $2.1M
E. Ohman J:or Asset Management AB 0.06% No change 11,669 $2.1M
Great Lakes Advisors, LLC 0.02% Add +17.0% 11,526 $2.1M
Vectors Research Management, LLC 0.61% Reduce -43.7% 11,512 $2.1M
Atria Investments, Inc 0.02% Reduce -4.5% 11,426 $2.1M
Perpetual Ltd 0.03% Reduce -21.9% 11,391 $2.1M
Private Advisor Group, LLC 0.01% Reduce -2.9% 11,354 $2.0M
Delta Capital Management LLC 1.14% No change 11,325 $2.0M
Lido Advisors, LLC 0.01% Reduce -30.6% 11,245 $2.0M
Park Avenue Securities LLC 0.02% Add +3.3% 11,240 $2.0M
Cim Investment Management Inc. 0.54% Reduce -0.5% 11,162 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -3.5% 11,130 $2.0M
Y-Intercept (Hong Kong) Ltd 0.04% Add +627.0% 10,977 $2.0M
Platform Technology Partners 0.38% Add +6.8% 10,897 $2.0M
LDR Capital Management LLC 3.82% Reduce -54.6% 10,853 $2.0M
Werlinich Asset Management, LLC 0.94% Add +1.4% 10,745 $1.9M
Elevation Point Wealth Partners, LLC 0.05% Add +618.6% 10,678 $1.9M
Azzad Asset Management Inc. 0.19% Add +0.6% 10,675 $1.9M
Ostrum Asset Management 0.11% Add +91.8% 10,534 $1.9M
Glenmede Trust Co. NA 0.01% Add +2.2% 10,531 $1.9M
Commerce Bank 0.01% Add +30.7% 10,529 $1.9M
Cwm, LLC 0.01% Add +3.0% 10,473 $1.9M
Condor Capital Management 0.16% Add +0.5% 10,372 $1.9M
Boomfish Wealth Group, LLC 1.00% Add +0.8% 10,350 $1.9M
Harbor Capital Advisors, Inc. 0.15% Add +19.9% 10,339 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 10,333 $1.9M
J. Safra Sarasin Holding AG 0.03% Add +2.7% 10,306 $1.9M
GAMMA Investing LLC 0.09% Add +18.7% 10,276 $1.9M
Raiffeisen Bank International AG 0.03% Add +425.1% 10,529 $1.8M
Arkadios Wealth Advisors 0.03% Add +2.9% 10,210 $1.8M
Harbor Investment Advisory, LLC 0.14% Reduce -27.4% 10,143 $1.8M
Apollon Wealth Management, LLC 0.03% Add +0.9% 10,063 $1.8M
Farther Finance Advisors, LLC 0.02% Reduce -8.8% 9,996 $1.8M
North Dakota State Investment Board 0.08% Reduce -13.9% 9,967 $1.8M
Argentarii, LLC 0.63% Reduce -0.0% 9,949 $1.8M
WealthShield Partners, LLC 0.20% Reduce -44.9% 9,932 $1.8M
RoundAngle Advisors LLC 1.33% Reduce -6.7% 9,876 $1.8M
Choreo, LLC 0.02% Add +55.8% 9,771 $1.8M
Waterloo Capital, L.P. 0.12% Reduce -11.1% 9,682 $1.7M
SWP Investment Management LLC 1.27% Add +1.9% 9,460 $1.7M
Florida Trust Wealth Management Co 0.05% Reduce -3.6% 9,442 $1.7M
Legacy Bridge, LLC 0.64% Reduce -0.3% 9,384 $1.7M
Mendel Money Management 0.69% Reduce -24.1% 9,207 $1.7M
Snowden Capital Advisors LLC 0.04% Reduce -13.7% 9,204 $1.7M
Bessemer Group Inc. 0.00% Reduce -18.4% 9,199 $1.7M
Quadrant Capital Group LLC 0.05% Add +4.5% 9,097 $1.6M
Intesa Sanpaolo S.p.A. 0.10% New 9,000 $1.6M
Mufg Securities Americas Inc. 0.10% Add +2.7% 8,936 $1.6M
Kentucky Retirement Systems Insurance Trust Fund 0.11% No change 8,877 $1.6M
Shepherd Financial Partners LLC 0.15% Reduce -2.8% 8,832 $1.6M
Summit Financial, LLC 0.02% Add +6.1% 8,795 $1.6M
Wahed Invest LLC 0.20% Reduce -3.3% 8,758 $1.6M
Securian Asset Management, Inc. 0.06% No change 8,751 $1.6M
Jefferies Financial Group Inc. 0.02% Reduce -81.3% 8,652 $1.6M
Fort Sheridan Advisors LLC 0.19% Add +173.4% 8,600 $1.5M
Squarepoint Ops LLC 0.00% Reduce -0.2% 8,585 $1.5M
Moneta Group Investment Advisors LLC 0.01% Add +1.4% 8,534 $1.5M
Telos Capital Management, Inc. 0.15% Reduce -2.3% 8,479 $1.5M
Merit Financial Group, LLC 0.01% Add +25.9% 8,458 $1.5M
Convergence Investment Partners, LLC 0.25% New 8,426 $1.5M
Ninepoint Partners LP 0.18% New 8,407 $1.5M
Pacific Sun Financial Corp 0.73% Add +1.9% 8,390 $1.5M
Trust Co. of Toledo NA 0.14% Reduce -2.4% 8,364 $1.5M
Sun Life Financial Inc. 0.08% No change 8,136 $1.5M
Courier Capital LLC 0.08% Reduce -44.7% 8,054 $1.5M
V-Square Quantitative Management LLC 0.15% Add +3.3% 8,035 $1.4M
VestGen Advisors, LLC 0.04% Add +3.4% 7,399 $1.4M
Callan Family Office, LLC 0.03% Reduce -1.5% 7,984 $1.4M
Stevens Capital Management LP 0.22% Reduce -41.6% 7,896 $1.4M
Ballentine Partners, LLC 0.02% Add +10.9% 7,809 $1.4M
Scotia Capital Inc. 0.01% Add +4.1% 7,789 $1.4M
YANKCOM Partnership 0.57% Reduce -0.9% 7,705 $1.4M
Coldstream Capital Management Inc. 0.02% Add +50.1% 7,626 $1.4M
Acadian Asset Management LLC 0.00% New 7,623 $1.4M
Exchange Traded Concepts, LLC 0.01% Add +37.3% 7,563 $1.4M
Total Wealth Planning & Management, Inc. 1.07% Add +341.4% 7,517 $1.4M
Arbor Capital Management Inc. 1.10% Reduce -16.8% 7,227 $1.4M
Correct Capital Wealth Management 0.25% Reduce -1.3% 7,463 $1.3M
Rowlandmiller & Partners.adv 0.27% Reduce -9.7% 7,356 $1.3M
TD Waterhouse Canada Inc. 0.00% Reduce -0.8% 7,311 $1.3M
PFG Investments, LLC 0.06% Reduce -1.0% 7,244 $1.3M
Guggenheim Capital LLC 0.01% Reduce -26.7% 7,212 $1.3M
Retirement Planning Co of New England, Inc. 0.53% Add +1.0% 7,179 $1.3M
IHT Wealth Management, LLC 0.03% Reduce -32.7% 7,155 $1.3M
CoreCap Advisors, LLC 0.04% Add +8.9% 7,123 $1.3M
GoalVest Advisory LLC 0.25% Reduce -8.4% 7,073 $1.3M
Silver Oak Securities, Incorporated 0.09% Reduce -3.0% 7,071 $1.3M
Harvest Portfolios Group Inc. 0.02% Reduce -31.1% 7,050 $1.3M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% Reduce -3.8% 6,864 $1.2M
Tred Avon Family Wealth, LLC 0.41% Add +17.3% 6,781 $1.2M
Mirabaud Asset Management Ltd 1.00% Reduce -61.5% 6,905 $1.2M
Roman Butler Fullerton & Co. 0.33% Reduce -0.2% 6,450 $1.2M
Meeder Advisory Services, Inc. 0.05% Add +12.5% 6,643 $1.2M
Stratos Wealth Partners, LTD. 0.01% Reduce -10.8% 6,614 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -4.5% 6,552 $1.2M
Horizon Investments, LLC 0.01% Add +28.8% 6,523 $1.2M
Paragon Private Wealth Management, LLC 0.37% Reduce -2.0% 6,496 $1.2M
Prelude Capital Management, LLC 0.09% Reduce -53.3% 6,400 $1.2M
Brown Advisory Inc. 0.00% Add +0.8% 6,365 $1.1M
Fortis Capital Advisors, LLC 0.15% New 6,333 $1.1M
Belpointe Asset Management LLC 0.04% New 6,333 $1.1M
Jacobi Capital Management LLC 0.06% Add +0.9% 6,302 $1.1M
Carnegie Investment Counsel 0.02% Add +8.6% 6,293 $1.1M
O'ROURKE & COMPANY, Inc 0.45% Reduce -29.5% 6,282 $1.1M
Vise Technologies, Inc. 0.02% No change 7,300 $1.1M
Waverly Advisors, LLC 0.01% Add +45.9% 6,264 $1.1M
Lighthouse Investment Partners, LLC 0.04% Reduce -82.8% 6,250 $1.1M
Highline Wealth Partners LLC 0.29% Reduce -31.5% 6,199 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -28.3% 6,182 $1.1M
Sumitomo Life Insurance Co. 0.03% Add +2.8% 6,177 $1.1M
Columbia Bank 0.32% Add +0.9% 6,167 $1.1M
Tacita Capital Inc 0.66% No change 6,166 $1.1M
Savant Capital, LLC 0.01% Add +14.3% 6,120 $1.1M
Brown Brothers Harriman & Co. 0.01% Add +157.3% 6,097 $1.1M
GTS Securities LLC 0.04% Add +94.2% 6,080 $1.1M
Praxis Investment Management Inc. 0.07% No change 6,060 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +89.6% 6,001 $1.1M
Kintegral Advisory, LLC 0.10% Reduce -4.2% 5,985 $1.1M
Carret Asset Management, LLC 0.11% Reduce -0.3% 5,980 $1.1M
Gladstone Institutional Advisory LLC 0.04% Add +9.3% 5,960 $1.1M
First Commonwealth Financial Corp 0.17% Add +29.8% 5,955 $1.1M
Advisory Services Network, LLC 0.01% Reduce -4.6% 5,885 $1.1M
Canada Post Corp Registered Pension Plan 0.04% No change 5,856 $1.1M
Compound Planning, Inc. 0.03% Add +19.1% 5,823 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% Add +5.7% 5,749 $1.0M
Parallax Volatility Advisers, L.P. 0.06% New 5,127 $1.0M
Brian Low Financial Group, LLC 0.69% Add +14.9% 5,648 $1.0M
Twin Capital Management Inc. 0.13% Add +1.1% 5,618 $1.0M
Ascentis Independent Advisors 0.08% Add +147.0% 5,602 $1.0M
Gilman Hill Asset Management, LLC 0.15% Reduce -4.7% 5,538 $998K
Probity Advisors, Inc. 0.16% Add +5.2% 5,455 $983K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -62.2% 5,445 $981K
Evergreen Capital Management LLC 0.02% Add +71.3% 5,436 $980K
Red Cedar Investment Management, LLC 0.10% Reduce -0.6% 5,421 $977K
1776 Wealth LLC 0.38% Reduce -1.6% 5,390 $971K
Cyndeo Wealth Partners, LLC 0.05% Add +2.7% 5,345 $963K
Snowwater Investment Partners, LLC 0.90% Add +2.7% 5,316 $958K
Brooklyn Investment Group 0.03% Add +79.6% 5,300 $955K
Cresset Asset Management, LLC 0.00% Reduce -35.9% 5,231 $943K
Mystic Asset Management, Inc. 0.22% Add +1.3% 5,230 $942K
Signaturefd, LLC 0.01% Add +11.7% 5,183 $934K
GF Fund Management Co. LTD. 0.02% Reduce -8.8% 5,155 $929K
Greenleaf Trust 0.01% Add +13.6% 5,145 $927K
Tema ETFs LLC 0.06% Add +0.4% 5,094 $918K
Goelzer Investment Management, Inc. 0.04% Reduce -1.2% 5,066 $913K
CHICAGO TRUST Co NA 0.15% Add +2.5% 5,040 $908K
Forest Hill Capital, LLC 0.59% Reduce -77.8% 5,000 $901K
Lavaca Capital LLC 0.17% No change 5,000 $901K
Agate Pass Investment Management, LLC 0.35% No change 4,965 $895K
Wulff, Hansen & Co. 0.91% No change 4,961 $894K
Smartleaf Asset Management LLC 0.03% Add +21.3% 5,068 $888K
Ieq Capital, LLC 0.00% Reduce -69.4% 4,901 $883K
Wealthspire Advisors, LLC 0.01% Reduce -17.3% 4,899 $883K
Prudent Man Advisors, LLC 0.26% Add +34.4% 4,891 $881K
Siemens Fonds Invest GmbH 0.05% Add +3.9% 4,890 $881K
Parallel Advisors, LLC 0.02% Add +5.9% 4,876 $879K
Cove Private Wealth, LLC 0.20% No change 4,850 $874K
Sfmg, LLC 0.06% Add +0.5% 4,846 $873K
AAFMAA Wealth Management & Trust LLC 0.34% Reduce -2.3% 4,845 $873K
Balyasny Asset Management L.P. 0.00% Reduce -99.0% 4,820 $869K
Texas Bank & Trust Co 0.32% Reduce -6.3% 4,795 $864K
Kennebec Savings Bank 0.77% Reduce -0.3% 4,784 $862K
Prestige Wealth Management Group LLC 0.17% Add +3080.7% 4,771 $860K
New Hampshire Trust 0.17% Add +4.8% 4,752 $856K
Wedmont Private Capital 0.03% Add +12.3% 4,598 $853K
LongView Wealth Management 0.21% Reduce -0.6% 4,356 $853K
Sage Capital Management, LLC 0.40% Add +10.4% 4,717 $851K
Fairtree Asset Management (Pty) Ltd 0.39% Add +40.9% 4,688 $845K
First National Trust Co 0.03% Reduce -3.5% 4,680 $843K
Lazard Asset Management LLC 0.00% Add +7.3% 4,666 $841K
Schnieders Capital Management, Llc. 0.13% No change 4,658 $839K
F/m Investments LLC 0.06% Reduce -12.5% 4,658 $839K
Virtu Financial LLC 0.03% New 4,638 $836K
Principal Securities, Inc. 0.01% Reduce -5.0% 4,616 $832K
Leonteq Securities AG 0.05% Reduce -26.5% 4,587 $827K
Bramshill Investments, LLC 0.07% Reduce -0.6% 4,573 $824K
Balboa Wealth Partners 0.14% Add +28.3% 4,552 $820K
Mission Creek Capital Partners, Inc. 0.16% No change 4,551 $820K
Two Sigma Securities, LLC 0.10% Add +122.1% 4,546 $819K
1ST Source Bank 0.04% Reduce -1.3% 4,532 $817K
Western Wealth Management, LLC 0.03% Reduce -3.4% 4,521 $815K
Montecito Bank & Trust 0.13% No change 4,475 $806K
Nations Financial Group Inc, /Ia/ 0.04% New 4,415 $796K
Frank, Rimerman Advisors LLC 0.05% Add +2.6% 4,414 $795K
Axq Capital, LP 0.10% Add +202.3% 4,410 $795K
Denali Advisors LLC 0.09% Add +0.3% 4,303 $775K
Caldwell Sutter Capital, Inc. 0.32% Reduce -3.1% 4,302 $775K
Albion Financial Group 0.05% Reduce -2.2% 4,280 $771K
Ashton Thomas Private Wealth, LLC 0.02% New 4,277 $771K
First Manhattan Co. Llc. 0.00% Reduce -2.3% 4,265 $769K
Cascade Investment Group, Inc. 0.50% Add +0.7% 4,242 $764K
Pines Wealth Management, LLC 0.25% Reduce -1.8% 4,215 $760K
Federated Hermes, Inc. 0.00% Add +27.6% 4,203 $757K
Thoma Capital Management LLC 0.45% Add +52.3% 4,189 $755K
Capital Square, LLC 0.34% Add +1.2% 3,728 $746K
EP Wealth Advisors, LLC 0.00% Add +27.6% 4,111 $741K
Sigma Planning Corp 0.02% Reduce -13.3% 4,091 $737K
Kingswood Wealth Advisors, LLC 0.03% Reduce -0.9% 4,086 $736K
Whittier Trust Co. 0.01% Add +1.3% 4,041 $735K
Convergence Financial, LLC 0.08% Add +37.0% 4,062 $732K
Lakeshore Capital Group, Inc. 0.59% Add +3.2% 4,042 $728K
Legacy Capital Group California, Inc. 0.27% Reduce -4.0% 3,998 $720K
Arista Wealth Management, LLC 0.09% Add +0.3% 3,972 $716K
RB Capital Management, LLC 0.16% Reduce -4.4% 3,959 $713K
Mather Group, Llc. 0.01% Add +5.9% 3,885 $700K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +0.0% 3,856 $695K
James Investment Research, Inc. 0.08% Reduce -2.5% 3,850 $694K
Finivi Inc. 0.38% Add +9.3% 3,849 $694K
Alpine Woods Capital Investors, LLC 0.17% Reduce -2.9% 3,833 $691K
HUB Investment Partners, LLC 0.02% Add +9.2% 3,819 $688K
Centurion Wealth Management LLC 0.15% Reduce -0.0% 3,802 $685K
Clear Harbor Asset Management, LLC 0.05% Reduce -2.6% 3,721 $671K
Heritage Investors Management Corp. 0.02% Reduce -2.5% 3,696 $666K
NewEdge Wealth, LLC 0.01% Reduce -82.2% 3,695 $666K
Checchi Capital Advisers, LLC 0.05% Add +16.3% 3,653 $658K
Premier Path Wealth Partners, LLC 0.09% Add +19.5% 3,647 $657K
Caprock Group, LLC 0.02% New 3,635 $655K
Entropy Technologies, LP 0.03% Reduce -68.8% 3,631 $654K
Range Advisory, LLC 0.12% New 3,628 $654K
NorthRock Partners, LLC 0.01% New 3,621 $653K
Lloyd Advisory Services, LLC. 0.18% New 3,575 $644K
Kingdom Financial Group LLC. 0.18% Add +0.1% 3,575 $644K
Gross & Hartman Investments LLC 0.33% Add +4.2% 3,572 $644K
Turning Point Benefit Group, Inc. 0.41% Reduce -0.6% 3,535 $643K
Pinion Investment Advisors, LLC 0.15% Reduce -12.3% 3,564 $642K
Kingsview Wealth Management, LLC 0.01% Add +20.7% 3,553 $640K
Alteri Wealth LLC 0.21% Add +4.6% 3,552 $640K
Nvwm, LLC 0.14% Reduce -0.8% 3,547 $639K
Advocate Group LLC 0.10% Reduce -2.6% 3,532 $637K
Clear Creek Financial Management, LLC 0.05% Add +0.7% 3,523 $635K
Prime Capital Investment Advisors, LLC 0.01% Reduce -1.9% 3,509 $632K
Mutual Advisors, LLC 0.01% Reduce -1.7% 3,502 $631K
Johnson Investment Counsel Inc. 0.01% Reduce -29.4% 3,485 $628K
Tempus Wealth Planning, LLC 0.14% New 3,480 $627K
Evolve Private Wealth, LLC 0.03% Reduce -3.8% 3,477 $627K
Resources Management Corp. /CT/ 0.08% No change 3,469 $625K
Jain Global LLC 0.01% New 3,446 $621K
Advisors Management Group Inc. 0.11% Reduce -31.1% 3,435 $619K
Walter & Keenan Wealth Management LLC /in/ 0.17% Reduce -20.9% 3,413 $615K
Profund Advisors LLC 0.02% Reduce -28.1% 3,404 $613K
OneAscent Financial Services LLC 0.03% Reduce -43.7% 3,394 $612K
Sagespring Wealth Partners, LLC 0.01% Add +45.1% 3,389 $611K
HighPoint Advisor Group LLC 0.03% Reduce -61.5% 3,339 $602K
Wedbush Securities Inc. 0.02% Add +5.2% 3,329 $600K
Cigna Investments Inc. 0.09% No change 3,292 $594K
Purpose Unlimited Inc. 0.02% No change 3,276 $590K
Verity Asset Management, Inc. 0.25% Add +9.2% 3,273 $590K
LYNX Capital Group Ltd. 0.27% No change 3,232 $582K
Argonautica Private Wealth Management, Inc. 0.18% Reduce -2.3% 3,227 $582K
Elmwood Wealth Management, Inc. 0.16% Add +1.3% 3,203 $577K
Assetmark, Inc. 0.00% Add +17.6% 3,193 $575K
Omnia Family Wealth, LLC 0.18% Reduce -8.1% 3,090 $557K
Sepio Capital, LP 0.03% Reduce -1.3% 3,049 $549K
Evercore Wealth Management, LLC 0.01% Reduce -0.5% 3,038 $547K
Holderness Investments Co. 0.11% Add +27.2% 3,037 $547K
American Investment Services, Inc. 0.12% No change 3,030 $546K
Symphony Financial, Ltd. Co. 0.07% Reduce -8.8% 3,035 $544K
Vann Equity Management LLC 0.38% — 2,989 $539K
Fifth Third Wealth Advisors LLC 0.02% Add +12.9% 2,987 $538K
Waldron Private Wealth LLC 0.02% Add +16.6% 2,938 $529K
Safe Harbor Family Capital, LLC 0.41% Add +16.1% 2,914 $525K
Pflug Koory, LLC 0.24% No change 2,914 $525K
Farringdon Capital, Ltd. 0.11% New 2,897 $522K
Wilmington Savings Fund Society, FSB 0.01% Add +11.7% 2,885 $520K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -31.8% 2,881 $519K
Verdence Capital Advisors LLC 0.03% Reduce -38.7% 2,830 $510K
BankPlus Wealth Management LLC 0.26% Reduce -5.4% 2,812 $507K
Summit Place Financial Advisors, LLC 0.24% Reduce -2.0% 2,800 $505K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.02% Reduce -10.8% 2,788 $502K
Ellevest, Inc. 0.07% Add +36.0% 2,788 $502K
Syon Capital LLC 0.03% Add +20.6% 2,775 $500K
Oak Asset Management, LLC 0.17% No change 2,752 $496K
Valeo Financial Advisors, LLC 0.01% Reduce -41.8% 2,743 $494K
CX Institutional 0.01% Add +11.3% 2,736 $493K
Sapient Capital LLC 0.01% New 2,710 $488K
Spirepoint Private Client, LLC 0.05% Reduce -8.0% 2,696 $486K
KCM Investment Advisors LLC 0.02% Reduce -10.0% 2,690 $485K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 2,687 $484K
Lederer & Associates Investment Counsel 0.34% No change 2,685 $484K
Sycomore Asset Management 0.07% No change 500,000 $482K
Angeles Wealth Management, LLC 0.03% Add +13.7% 2,669 $481K
Mgo One Seven LLC 0.01% Add +13.3% 2,668 $481K
White Knight Strategic Wealth Advisors, LLC 0.40% Reduce -20.5% 2,646 $477K
Chicago Partners Investment Group LLC 0.01% Add +44.8% 2,367 $475K
Aprio Wealth Management, LLC 0.03% New 2,591 $467K
Frec Markets, Inc. 0.08% New 2,586 $466K
111 Capital 0.11% New 2,566 $462K
First County Bank 0.25% New 2,555 $460K
Marex Group Ltd 0.00% Reduce -25.1% 2,550 $460K
Channel Wealth LLC 0.11% Reduce -4.0% 2,529 $456K
Commerzbank Aktiengesellschaft 0.01% Reduce -1.8% 2,525 $455K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +1.9% 2,502 $451K
BSW Wealth Partners 0.05% Add +17.9% 2,488 $448K
First Affirmative Financial Network 0.17% — 2,479 $447K
Nilsine Partners, LLC 0.03% Add +1.5% 2,241 $440K
Aldebaran Financial Inc. 0.42% Reduce -10.3% 2,440 $440K
Prospera Financial Services Inc 0.01% Add +7.8% 2,406 $434K
Riverbend Wealth Management, LLC 0.26% Add +5.3% 2,355 $424K
SVB Wealth LLC 0.03% Reduce -0.8% 2,346 $423K
Lake Street Private Wealth, LLC 0.05% Add +0.3% 2,341 $422K
Private Trust Co. NA 0.04% Reduce -22.4% 2,330 $420K
TD Private Client Wealth LLC 0.01% Add +10.6% 2,329 $420K
Cullinan Associates Inc. 0.03% No change 2,319 $418K
Gateway Investment Advisers LLC 0.00% Add +30.0% 2,313 $417K
Waddell & Associates, LLC 0.02% Reduce -0.2% 2,305 $415K
United Community Bank 0.14% Add +7.5% 2,301 $415K
Yelin Lapidot Holdings Management Ltd. 0.09% No change 2,300 $414K
BTC Capital Management, Inc. 0.03% Add +4.0% 2,299 $414K
CWA Asset Management Group, LLC 0.01% Add +22.1% 2,261 $407K
QTR Family Wealth, LLC 0.17% Reduce -1.1% 2,081 $407K
Battery Global Advisors, LLC 0.22% Add +3661.7% 2,257 $407K
Sovran Advisors, LLC 0.03% Reduce -46.8% 2,023 $407K
McGowan Group Asset Management, Inc. 0.05% No change 2,230 $402K
Supplemental Annuity Collective Trust of NJ 0.11% New 2,186 $394K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -10.7% 2,183 $393K
CNB Bank 0.17% Reduce -3.3% 2,176 $392K
Advisors Capital Management, LLC 0.00% Add +1.2% 2,170 $391K
Daymark Wealth Partners, LLC 0.01% Reduce -6.3% 2,165 $390K
PCM Encore, LLC 0.08% Add +6.0% 2,150 $387K
Caldwell Trust Co 0.03% Reduce -0.5% 2,150 $387K
EverSource Wealth Advisors, LLC 0.01% Add +11.0% 2,150 $387K
Samalin Investment Counsel, LLC 0.14% Reduce -3.1% 2,143 $386K
Gerber, LLC 0.22% No change 2,140 $386K
Pettee Investors, Inc. 0.20% No change 1,900 $382K
Legacy Wealth Asset Management, LLC 0.09% Add +62.7% 2,115 $381K
Andra AP-fonden 0.00% Reduce -73.0% 2,115 $381K
Independence Bank of Kentucky 0.05% Reduce -7.3% 2,104 $379K
Avantax Planning Partners, Inc. 0.01% Add +0.5% 2,089 $376K
Gentry Private Wealth, LLC 0.23% Reduce -1.8% 2,088 $376K
Clearstead Advisors, LLC 0.00% Reduce -31.1% 2,071 $373K
Permanent Capital Management, LP 0.06% Add +24.9% 1,836 $369K
Savvy Advisors, Inc. 0.01% Add +22.7% 2,030 $366K
Phoenix Financial Ltd. 0.00% Add +39.2% 2,025 $365K
Motco 0.03% Add +207.1% 1,999 $360K
DeDora Capital, Inc. 0.09% No change 1,997 $360K
Dakota Community Bank & Trust NA 1.21% Reduce -1.7% 1,992 $359K
Forum Financial Management, LP 0.01% Reduce -9.1% 1,992 $359K
BOK Financial Private Wealth, Inc. 0.02% Reduce -10.4% 1,991 $359K
Earned Wealth Advisors, LLC 0.02% No change 1,983 $357K
Ranch Capital Advisors Inc. 0.13% Add +0.1% 1,976 $356K
Radnor Capital Management, LLC 0.05% Add +48.2% 1,976 $356K
Tranquility Partners, LLC 0.13% No change 1,965 $354K
Main Street Financial Solutions, LLC 0.03% Add +9.6% 1,962 $354K
Seamount Financial Group Inc. 0.16% Reduce -2.5% 1,955 $352K
Lewis Asset Management, LLC 0.14% Reduce -5.7% 1,947 $351K
Silvercrest Asset Management Group LLC 0.00% Reduce -52.9% 1,911 $344K
Dearborn Partners LLC 0.02% Reduce -3.0% 1,905 $343K
Eastern Bank 0.01% Reduce -13.2% 1,894 $341K
Capital Analysts, LLC 0.01% Add +3.2% 1,891 $341K
Amarillo National Bank 0.06% Add +13.5% 1,892 $341K
Investment Partners, LTD. 0.12% Add +8.3% 1,884 $340K
Cohen Capital Management, Inc. 0.05% Add +7.1% 1,877 $338K
Trueblood Wealth Management, LLC 0.13% Reduce -0.6% 1,874 $338K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.11% Add +4.5% 1,870 $337K
Keebeck Wealth Management 0.04% Add +25.4% 1,870 $337K
Segment Wealth Management, LLC 0.02% Reduce -10.8% 1,858 $335K
L2 Asset Management, LLC 0.03% Add +7.3% 1,855 $334K
Cetera Trust Company, N.A 0.19% Reduce -9.8% 1,840 $332K
PDS Planning, Inc 0.02% Add +2.8% 1,835 $331K
Ramirez Asset Management, Inc. 0.04% Reduce -9.9% 1,818 $328K
Dala Group, LLC 0.27% Reduce -62.0% 1,815 $327K
Walled Lake Planning & Wealth Management, LLC 0.10% Add +1.4% 1,813 $327K
RFG Advisory, LLC 0.01% Add +2.6% 1,797 $324K
Nicolet Bankshares Inc. 0.01% New 1,789 $322K
NBT Bank, N.A. 0.02% Add +0.2% 1,780 $321K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,778 $320K
Tiemann Investment Advisors, LLC 0.13% No change 1,775 $320K
Obermeyer Wealth Partners 0.01% No change 1,775 $320K
Brandywine Oak Private Wealth LLC 0.03% Add +2.8% 1,753 $316K
Shelton Capital Management 0.01% No change 1,745 $314K
Panagora Asset Management Inc. 0.00% Reduce -96.3% 1,742 $314K
Avior Wealth Management, LLC 0.01% New 1,737 $313K
Stronghold Wealth Management L.L.C. 0.47% Add +1.9% 1,734 $312K
OneDigital Investment Advisors LLC 0.00% Reduce -9.6% 1,726 $311K
Bailard, Inc. 0.01% Add +0.1% 1,715 $309K
Perigon Wealth Management, LLC 0.01% Add +19.9% 1,705 $307K
Cambria Investment Management, L.P. 0.02% Reduce -5.8% 1,705 $307K
Diversify Wealth Management, LLC 0.01% New 1,559 $303K
Aviance Capital Partners, LLC 0.04% No change 1,680 $303K
Axis Wealth Partners, LLC 0.16% Add +3.9% 1,672 $301K
Eventide Asset Management, LLC 0.00% New 1,691 $296K
Simplicity Wealth,LLC 0.02% New 1,639 $295K
Natural Investments, LLC 0.07% Add +10.7% 1,618 $291K
Harbour Investments, Inc. 0.00% Add +15.4% 1,614 $291K
Independent Financial Group, LLC 0.01% Reduce -7.5% 1,612 $290K
Pasadena Private Wealth, LLC 0.04% Reduce -22.6% 1,611 $290K
Dover Advisors, LLC 0.12% Reduce -9.6% 1,608 $290K
Hummer Financial Advisory Services Inc 0.20% No change 1,600 $288K
Carderock Capital Management Inc. 0.07% No change 1,600 $288K
Aventura Private Wealth, LLC 0.11% Reduce -6.6% 1,597 $288K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 1,550 $279K
Los Angeles Capital Management LLC 0.00% New 1,548 $279K
Orange Investment Advisors, Inc. 0.04% Reduce -14.9% 1,545 $278K
Diligent Investors, LLC 0.07% Add +0.1% 1,543 $278K
Cloud Capital Management, LLC 0.12% Add +0.5% 1,546 $278K
Larson Financial Group LLC 0.01% Add +65.4% 1,540 $277K
AlphaCore Capital LLC 0.01% New 1,527 $275K
Blue Chip Partners, LLC 0.02% Reduce -8.4% 1,525 $275K
Journey Strategic Wealth LLC 0.01% Add +6.4% 1,520 $274K
Canandaigua National Trust Co of Florida 0.22% No change 1,511 $272K
M&G PLC 0.00% Add +4.7% 1,507 $271K
Portfolio Resources Advisor Group, Inc. 0.27% Reduce -5.5% 1,503 $271K
Northeast Financial Group, Inc. 0.07% Reduce -0.9% 1,500 $270K
Aristotle Atlantic Partners, LLC 0.01% New 1,500 $270K
BCS Private Wealth Management, Inc. 0.08% Reduce -6.3% 1,494 $269K
First Citizens Bank & Trust Co. 0.01% Add +3.3% 1,489 $268K
Versant Capital Management, Inc 0.03% Reduce -1.1% 1,478 $266K
Prosperity Consulting Group, LLC 0.01% Add +2.6% 1,475 $266K
Bravera Wealth 0.12% No change 1,466 $264K
AE Wealth Management LLC 0.00% Add +11.8% 1,464 $264K
Norden Group LLC 0.03% New 1,464 $264K
Commons Capital, LLC 0.22% Add +4.2% 1,460 $263K
Cidel Asset Management Inc. 0.01% New 1,443 $260K
Conning Inc. 0.01% Reduce -12.1% 1,442 $260K
International Assets Investment Management, LLC 0.02% Reduce -7.0% 1,438 $259K
Reliant Investment Partners, LLC 0.21% Reduce -1.0% 1,438 $259K
New Wave Wealth Advisors LLC 0.09% New 1,437 $259K
Facet Wealth, Inc. 0.00% New 1,429 $258K
one8zero8, LLC 0.06% Reduce -6.6% 1,425 $257K
Abel Hall, LLC 0.05% New 1,412 $254K
Banco Santander, S.A. 0.00% No change 1,410 $254K
Oxler Private Wealth LLC 0.08% Add +1.5% 1,409 $254K
Visionary Wealth Advisors 0.01% Reduce -9.3% 1,406 $253K
CFS Investment Advisory Services, LLC 0.02% New 1,238 $252K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,395 $251K
Level Four Advisory Services, LLC 0.01% Reduce -0.2% 1,377 $248K
Patton Fund Management, Inc. 0.04% No change 1,377 $248K
LRT Capital Management, LLC 0.23% New 1,376 $248K
American Institute for Advanced Investment Management, LLP 0.16% Reduce -51.0% 1,375 $248K
Fiduciary Group, LLC 0.02% No change 1,375 $248K
Catalyst Financial Partners LLC 0.03% New 1,374 $248K
Insigneo Advisory Services, LLC 0.02% Add +3.6% 1,367 $246K
Wealthcare Advisory Partners LLC 0.00% Add +3.6% 1,367 $246K
180 Wealth Advisors, LLC 0.03% Reduce -2.7% 1,362 $245K
Regent Peak Wealth Advisors LLC 0.05% Reduce -1.3% 1,362 $245K
Personal Cfo Solutions, LLC 0.03% Reduce -20.8% 1,356 $244K
MN Wealth Advisors, LLC 0.12% New 1,343 $242K
Geneos Wealth Management Inc. 0.01% Add +2.3% 1,341 $242K
Badgley Phelps Wealth Managers, LLC 0.00% Reduce -37.9% 1,326 $239K
Meadow Creek Wealth Advisors LLC 0.15% Add +0.2% 1,319 $238K
Schrum Private Wealth Management LLC 0.18% Add +0.2% 1,316 $237K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -45.3% 1,314 $237K
Ancora Advisors LLC 0.01% Add +13.1% 1,313 $237K
Walker Asset Management, LLC 0.13% New 1,307 $236K
Bourgeon Capital Management LLC 0.04% No change 1,307 $236K
DV Trading LLC 0.02% Add +129900.0% 1,300 $234K
Clare Market Investments LLC 0.05% — 1,292 $233K
Integrity Alliance, Llc. 0.01% New 1,287 $232K
Fisher Asset Management 0.00% New 1,284 $231K
Fiduciary Alliance LLC 0.01% New 1,179 $231K
AdvisorShares Investments LLC 0.04% Add +98.9% 1,279 $230K
Franchise GP Ltd 0.08% No change 1,268 $229K
Core Wealth Partners LLC 0.11% New 1,265 $228K
Aureus Asset Management, LLC 0.02% Reduce -9.0% 1,260 $227K
Ascent Group, LLC 0.01% New 1,256 $226K
Bison Wealth, LLC 0.02% New 1,169 $226K
BOS Asset Management, LLC 0.06% New 1,251 $225K
New Republic Capital, LLC 0.08% New 1,241 $224K
Cornerstone Wealth Management, LLC 0.01% New 1,240 $223K
Alps Advisors Inc. 0.00% Reduce -13.3% 1,235 $223K
Alta Advisers Ltd 0.08% New 1,233 $222K
Modern Wealth Management, LLC 0.00% New 1,225 $221K
Adelphi Trust Co 0.18% New 1,224 $221K
Thoroughbred Financial Services, LLC 0.01% New 1,220 $219K
MASTERINVEST Kapitalanlage GmbH 0.02% New 1,214 $219K
Perennial Investment Advisors, LLC 0.02% New 1,210 $218K
Smith, Moore & Co. 0.02% New 1,205 $217K
Wolverine Asset Management LLC 0.01% No change 1,199 $216K
Beacon Investment Advisors LLC 0.08% New 1,199 $216K
Alchemi Wealth, LLC 0.12% New 1,192 $215K
Beck Capital Management, LLC 0.05% New 1,188 $214K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -44.4% 1,222 $214K
SmartHarvest Portfolios, LLC 0.09% New 1,185 $214K
Clear Trail Advisors, LLC 0.04% New 1,184 $213K
Xcelsior Advisor Partners LLC 0.08% New 1,183 $213K
Markin Volterra Fund LP 1.98% New 1,178 $212K
MTM Investment Management, LLC 0.07% No change 1,178 $212K
Auxier Asset Management LLC 0.03% New 1,167 $210K
Moody National Bank Trust Division 0.02% Reduce -11.5% 1,166 $210K
Muzinich & Co., Inc. 0.07% Add +117.1% 1,166 $210K
Colonial River Investments, LLC 0.08% New 1,164 $210K
Ewa, LLC 0.05% New 1,160 $209K
E Fund Management Co., Ltd. 0.01% — 1,152 $208K
Hemenway Trust Co LLC 0.02% New 1,150 $207K
McAdam, LLC 0.01% New 1,144 $206K
Keel Point, LLC 0.01% New 1,144 $206K
Flynn Zito Capital Management, LLC 0.07% New 1,143 $206K
Nia Impact Advisors, LLC 0.09% New 1,142 $206K
Quotient Wealth Partners, LLC 0.01% New 1,137 $205K
Southern Michigan Bank & Trust 0.08% — 1,135 $205K
Howard Capital Management, LLC 0.00% Reduce -56.9% 1,135 $204K
Wright Investors Service Inc. 0.06% New 1,134 $204K
Fiduciary Trust Co 0.00% New 1,132 $204K
Pure Financial Advisors, LLC 0.00% New 1,123 $202K
Wealth Alliance, LLC 0.02% Reduce -14.3% 1,123 $202K
Diversified Management Inc. 0.03% New 1,121 $202K
Basecamp Wealth Advisors LLC 0.04% Reduce -0.3% 1,117 $201K
Payden & Rygel 0.02% No change 1,100 $198K
Guinness Asset Management LTD 0.00% Add +49.0% 1,092 $197K
Hanson & Doremus Investment Management 0.02% Reduce -5.5% 1,090 $196K
Cromwell Holdings LLC 0.11% Add +4.8% 1,083 $195K
Blue Trust, Inc. 0.00% Reduce -45.6% 1,039 $187K
Munich Reinsurance Co Stock Corp in Munich 0.00% Add +43.2% 1,027 $185K
Riverview Trust Co 0.23% Reduce -7.2% 1,017 $183K
Hantz Financial Services, Inc. 0.00% Add +315.7% 1,006 $181K
Eurizon SLJ Capital Ltd 0.09% Add +9.5% 995 $179K
Global X Japan Co., Ltd. 0.01% Add +26.6% 932 $168K
Spire Wealth Management 0.01% Reduce -22.4% 919 $166K
CYBER HORNET ETFs LLC 0.10% Add +1.3% 887 $160K
Cheviot Value Management, LLC 0.02% No change 886 $160K
Parkside Financial Bank & Trust 0.01% Add +4.5% 883 $159K
Manchester Capital Management LLC 0.02% Reduce -11.5% 840 $151K
North Star Investment Management Corp. 0.01% Add +4.9% 834 $150K
Centaurus Financial, Inc. 0.01% Reduce -34.0% 834 $150K
Physician Wealth Advisors, Inc. 0.02% Add +5.1% 818 $147K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.7% 739 $147K
Hickory Point Bank & Trust 0.10% New 800 $144K
Avalon Trust Co 0.01% No change 800 $144K
Rosenberg Matthew Hamilton 0.03% No change 799 $144K
Quent Capital, LLC 0.01% Reduce -19.2% 747 $135K
Fulcrum Asset Management LLP 0.02% No change 768 $135K
CENTRAL TRUST Co 0.00% Add +24.3% 743 $134K
Creative Financial Designs Inc. 0.01% Reduce -2.0% 739 $133K
Park National Corp. 0.00% New 734 $132K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 720 $130K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -6.5% 714 $129K
Elequin Capital, LP 0.04% Add +1475.6% 709 $128K
Whittier Trust Co. of Nevada Inc. 0.00% Add +4.7% 666 $121K
Zions Bancorporation, National Association 0.01% Reduce -73.8% 660 $119K
GHP Investment Advisors, Inc. 0.00% Add +9.1% 657 $118K
Deseret Mutual Benefit Administrators 0.04% Add +84.4% 627 $113K
NFJ Investment Group, LLC 0.00% No change 627 $113K
Park Place Capital Corp 0.02% Reduce -0.5% 615 $111K
Pacific Center for Financial Services 0.03% Add +0.7% 606 $109K
Chesapeake Asset Management LLC 0.09% Reduce -12.4% 600 $108K
Wellington-Altus USA Inc. 0.06% Add +555.6% 590 $106K
Foster Dykema Cabot & Partners, LLC 0.01% No change 585 $105K
Cassaday & Co Wealth Management LLC 0.00% New 583 $105K
Private Wealth Asset Management, LLC 0.01% Reduce -11.5% 553 $100K
Broadwater Capital Management LLC 0.07% No change 640 $99K
Kentucky Trust Co 0.05% No change 545 $98K
Monetary Management Group Inc. 0.02% Reduce -43.9% 512 $92K
HM Payson & Co. 0.00% No change 509 $92K
Ascentis Wealth Management, LLC 0.02% Add +3.7% 505 $91K
Glen Eagle Advisors, LLC 0.01% No change 501 $90K
Coastline Trust Co 0.01% No change 500 $90K
Nkcfo LLC 0.03% New 500 $90K
Missouri Trust & Investment Co 0.03% No change 482 $87K
Catalyst Capital Advisors LLC 0.00% Reduce -5.9% 475 $86K
Wealth Enhancement Trust Services, Inc. 0.01% Add +2.4% 466 $84K
CVA Family Office, LLC 0.01% Add +19.1% 448 $81K
High Note Wealth, LLC 0.02% Reduce -21.5% 437 $79K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -9.7% 430 $77K
Synergy Investment Management, LLC 0.03% New 429 $77K
Financial Perspectives, Inc 0.02% No change 428 $77K
SHP Wealth Management 0.01% Add +14.1% 421 $76K
HHM Wealth Advisors, LLC 0.01% No change 420 $76K
Copia Wealth Management 0.05% No change 414 $75K
Greykasell Wealth Strategies, Inc. 0.03% Add +14.4% 414 $75K
Dunhill Financial, LLC 0.02% Add +2.5% 410 $74K
Prosperity Bancshares Inc 0.06% Add +12.1% 407 $73K
Fideuram Asset Management (Ireland) dac 0.01% Reduce -88.3% 420 $72K
Hazlett, Burt & Watson, Inc. 0.02% Add +0.3% 395 $71K
PFS Partners, LLC 0.03% Add +0.3% 378 $68K
SouthState Bank Corp 0.00% Add +1.6% 375 $68K
First Horizon Corp. 0.00% No change 374 $67K
Gen-Wealth Partners Inc 0.02% Add +8.7% 364 $66K
Twin Peaks Wealth Advisors, LLC 0.02% New 361 $65K
Vega Investment Solutions 0.02% No change 355 $64K
Peoples Financial Services Corp. 0.03% No change 351 $63K
Godsey & Gibb, Inc. 0.01% No change 350 $63K
Harvest Fund Management Co., Ltd 0.00% Add +94.4% 348 $63K
Rossby Financial, LCC 0.01% Add +45.1% 344 $62K
TIAA Wealth Investment Management LLC 0.00% — 341 $61K
Grove Bank & Trust 0.01% No change 322 $58K
Dynamic Wealth Strategies, LLC 0.03% Add +134.3% 321 $58K
Roxbury Financial LLC 0.05% No change 315 $57K
Cornerstone Planning Group LLC 0.01% Add +21.6% 281 $55K
South Plains Financial, Inc. 0.03% Add +10.2% 302 $54K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 300 $54K
Adirondack Trust Co. 0.02% Add +2.4% 299 $54K
Owl Creek Wealth Partners LLC 0.02% — 298 $54K
Wall Street Financial Group, Inc. 0.03% New 289 $52K
Princeton Global Asset Management LLC 0.01% No change 288 $52K
PlanVest Financial, Inc 0.04% — 281 $51K
Colonial Trust Co / SC 0.01% Add +16.9% 276 $50K
First Pacific Financial 0.01% Add +2.3% 270 $49K
Opal Wealth Advisors, LLC 0.01% New 269 $48K
MV Capital Management, Inc. 0.00% Add +4.4% 259 $47K
Salomon & Ludwin, LLC 0.00% No change 255 $46K
Keating Financial Advisory Services, Inc. 0.01% Add +23.6% 257 $46K
Abound Wealth Management 0.01% No change 251 $45K
Wiser Advisor Group LLC 0.05% Reduce -3.5% 245 $44K
Ulland Investment Advisors, LLC 0.04% No change 245 $44K
Millstone Evans Group, LLC 0.03% No change 240 $43K
Crews Bank & Trust 0.01% No change 235 $42K
Bfsg, LLC 0.00% No change 230 $41K
Bruce G. Allen Investments, LLC 0.03% Reduce -31.5% 226 $41K
City State Bank 0.01% No change 223 $40K
1 North Wealth Services LLC 0.01% Add +1.4% 222 $40K
Golden State Wealth Management, LLC 0.00% Reduce -41.4% 217 $39K
SOA Wealth Advisors, LLC. 0.01% Add +1.4% 216 $39K
Evermay Wealth Management LLC 0.00% Reduce -39.4% 215 $39K
NFSG Corp 0.01% Add +0.9% 215 $39K
Westside Investment Management, Inc. 0.01% No change 213 $39K
St Germain D J Co. Inc. 0.00% Reduce -19.9% 214 $38K
Root Financial Partners, LLC 0.00% Add +8.1% 213 $38K
First United Bank & Trust 0.01% Reduce -6.8% 205 $37K
Stance Capital LLC 0.02% New 200 $36K
Horrell Capital Management, Inc. 0.02% No change 200 $36K
Hoey Investments, Inc. 0.01% No change 200 $36K
GW&K Investment Management, LLC 0.00% Add +23.6% 194 $35K
American Capital Advisory, LLC 0.01% Add +1.6% 186 $34K
Barnes Dennig Private Wealth Management LLC 0.03% No change 186 $34K
Solstein Capital, LLC 0.01% Reduce -34.1% 180 $32K
WPG Advisers, LLC 0.02% No change 175 $32K
Sunbelt Securities, Inc. 0.00% No change 175 $32K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 173 $31K
Bell Investment Advisors, Inc 0.00% Add +56.9% 171 $31K
First Command Advisory Services, Inc. 0.00% Add +735.0% 167 $30K
Covestor Ltd 0.02% Add +1.9% 158 $29K
Tobam 0.01% No change 163 $29K
Gables Capital Management Inc. 0.01% No change 160 $29K
Medallion Wealth Advisors, LLC 0.01% No change 159 $29K
Rialto Wealth Management, LLC 0.01% Add +7.5% 158 $28K
Fortitude Family Office, LLC 0.01% Reduce -3.1% 157 $28K
Intentional Wealth Strategies, LLC 0.03% — 156 $28K
CDKV Holdings LLC 0.02% No change 150 $27K
Indiana Trust & Investment Management Co 0.01% No change 150 $27K
Ameriflex Group, Inc. 0.01% No change 149 $27K
Truvestments Capital LLC 0.00% Reduce -9.9% 146 $26K
Montag A & Associates Inc. 0.00% No change 146 $26K
Activest Wealth Management 0.00% Add +1511.1% 145 $26K
Pinnacle Bancorp, Inc. 0.01% No change 143 $26K
Kemnay Advisory Services Inc. 0.00% Add +0.7% 138 $25K
Key Capital Management, INC 0.02% Reduce -3.6% 135 $24K
Smallwood Wealth Investment Management, LLC 0.01% No change 134 $24K
Joseph Group Capital Management 0.01% New 131 $24K
Atlas Capital Advisors Inc. 0.00% New 131 $24K
MCF Advisors LLC 0.00% Reduce -41.7% 130 $23K
Clearstead Trust, LLC 0.00% Add +4.2% 124 $22K
Lodestone Wealth Management LLC 0.01% No change 120 $22K
Dogwood Wealth Management LLC 0.01% Add +376.0% 119 $22K
Sachetta, LLC 0.01% No change 119 $21K
Key Financial Inc 0.00% Reduce -53.9% 118 $21K
AdvisorNet Financial, Inc 0.00% Add +2.6% 117 $21K
LRI Investments, LLC 0.00% Add +56.3% 111 $20K
Wolff Wiese Magana LLC 0.01% Reduce -40.2% 110 $20K
Barrett & Company, Inc. 0.01% No change 110 $20K
Armstrong Advisory Group, Inc. 0.00% Add +0.9% 109 $20K
Triumph Capital Management 0.00% Reduce -22.6% 106 $19K
Transamerica Financial Advisors, LLC 0.00% Add +415.0% 103 $19K
McIlrath & Eck, LLC 0.00% Add +5.2% 101 $18K
Elevation Wealth Partners, LLC 0.01% No change 99 $18K
Hilltop National Bank 0.00% No change 98 $18K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -73.0% 96 $17K
Nemes Rush Group LLC 0.00% Add +1.1% 94 $17K
Private Wealth Management Group, LLC 0.00% Add +7.6% 85 $15K
Hughes Financial Services, LLC 0.00% Add +7.6% 85 $15K
Financial Management Professionals, Inc. 0.00% Add +16.4% 85 $15K
Salem Investment Counselors Inc. 0.00% New 85 $15K
Team Financial Group, LLC 0.01% Add +1.3% 80 $14K
Clean Yield Group 0.00% Reduce -20.8% 80 $14K
Ogorek Anthony Joseph /NY/ 0.00% Add +71.7% 79 $14K
Avion Wealth 0.00% Add +35.6% 80 $14K
Wilkerson Advisory Group LLC 0.00% Add +67.4% 77 $14K
Ares Financial Consulting, LLC 0.01% No change 74 $13K
Delta Asset Management LLC 0.00% No change 73 $13K
Innovative Asset Advisors Group, LLC 0.01% — 72 $13K
Signature Equity Partners, LLC 0.01% Add +1.4% 71 $13K
Gill Capital Partners, LLC 0.00% New 70 $13K
DT Investment Partners, LLC 0.00% No change 70 $13K
Westfuller Advisors, LLC 0.01% Reduce -91.8% 66 $12K
Toth Financial Advisory Corp. 0.00% No change 64 $12K
Guinness Atkinson Asset Management Inc 0.01% No change 63 $11K
Protective Life Corp. 0.04% New 61 $11K
Duncker Streett & Co. Inc. 0.00% No change 60 $11K
Cornerstone Financial Management LLC 0.01% Add +55.3% 59 $11K
Morse Asset Management, Inc 0.00% No change 58 $10K
2UniFi Bank 0.00% No change 55 $10K
Anfield Capital Management, LLC 0.00% Reduce -25.7% 55 $10K
Kilter Group LLC 0.00% Reduce -3.6% 54 $10K
Marquette Asset Management, LLC 0.00% Add +92.9% 54 $10K
Clayton Financial Group LLC 0.00% No change 53 $10K
Summit Securities Group LLC 0.00% Reduce -90.8% 53 $10K
Newton One Investments LLC 0.00% No change 51 $9K
Field & Main Bank 0.00% No change 50 $9K
ESL Trust Services, LLC 0.00% No change 50 $9K
Colonial Trust Advisors 0.00% No change 50 $9K
Smithfield Trust Co 0.00% No change 50 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 48 $9K
Seneschal Advisors, LLC 0.01% No change 46 $8K
Asset Dedication, LLC 0.00% Reduce -80.5% 45 $8K
IMG Wealth Management, Inc. 0.01% Reduce -16.7% 45 $8K
Capital Advisors, Ltd. LLC 0.00% Add +9.5% 46 $8K
LFA - Lugano Financial Advisors SA 0.00% No change 42 $8K
Accent Capital Management, LLC 0.00% No change 41 $7K
Acumen Wealth Advisors, LLC 0.00% No change 41 $7K
Cedar Mountain Advisors, LLC 0.00% New 40 $7K
Bangor Savings Bank 0.00% Reduce -35.5% 40 $7K
Silver Grove Financial Group, Inc. 0.01% New 39 $7K
Valley National Advisers Inc. 0.00% Add +50.0% 42 $7K
Johnson Financial Group, Inc. 0.00% No change 38 $7K
Arax Advisory Partners 0.00% Reduce -97.2% 37 $7K
Frazier Financial Advisors, LLC 0.00% No change 33 $6K
Portus Wealth Advisors, LLC 0.01% New 32 $6K
Raffa Wealth Management, LLC 0.00% No change 30 $5K
Bare Financial Services, Inc 0.00% Add +26.1% 29 $5K
IMA Advisory Services, Inc. 0.00% Add +7.7% 28 $5K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -13.3% 26 $5K
Valued Wealth Advisors LLC 0.00% Add +2500.0% 26 $5K
Principia Wealth Advisory, LLC 0.00% Add +33.3% 24 $4K
Aspect Partners, LLC 0.00% Add +41.2% 24 $4K
Addison Advisors LLC 0.00% Add +61.5% 21 $4K
Raleigh Capital Management Inc. 0.00% New 21 $4K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -9.1% 20 $4K
Destiny Wealth Partners, LLC 0.00% New 20 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -16.7% 20 $4K
SJS Investment Consulting Inc. 0.00% No change 19 $3K
Burk Holdings LLC 0.00% New 18 $3K
Trust Co 0.00% No change 18 $3K
RMG Wealth Management LLC 0.00% No change 15 $3K
Clark Wealth Partners 0.00% Add +14.3% 16 $3K
True Wealth Design, LLC 0.00% No change 15 $3K
Crewe Advisors LLC 0.00% Add +55.6% 14 $3K
Retirement Wealth Solutions LLC 0.00% Add +71.4% 12 $2K
Corsicana & Co. 0.00% New 14 $2K
Tradewinds Capital Management, LLC 0.00% No change 11 $2K
Mascoma Wealth Management LLC 0.00% Add +37.5% 11 $2K
Banque Transatlantique SA 0.00% No change 10 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 10 $2K
Whipplewood Advisors, LLC 0.00% New 9 $2K
TFC Financial Management, Inc. 0.00% No change 9 $2K
MidFirst Bank 0.00% New 9 $2K
Quaker Wealth Management, LLC 0.00% Add +14.3% 8 $1K
Archer Investment Corp 0.00% No change 8 $1K
Country Trust Bank 0.00% No change 8 $1K
Silicon Valley Capital Partners 0.00% New 7 $1K
Washington Trust Advisors, Inc. 0.00% New 7 $1K
Financial Consulate, Inc. 0.00% New 6 $1K
Phillip James Consulting Co. 0.00% New 3 $1K
Roble, Belko & Company, Inc 0.00% No change 3 $1K
Brown, Lisle/Cummings, Inc. 0.00% No change 5 $901
TopTier Wealth Management, LLC 0.00% New 4 $721
Tidemark, LLC 0.00% New 4 $721
Stone House Investment Management, LLC 0.00% New 4 $721
Plante Moran Financial Advisors, LLC 0.00% New 4 $721
Vanguard National Trust Co 0.00% — 4 $721
McGuire Capital Advisors Inc. 0.00% No change 3 $569
Godfrey Financial Associates, Inc. 0.00% No change 3 $541
Davis Capital Management 0.00% No change 3 $541
Atlantic Private Wealth, LLC 0.00% No change 3 $541
Fairscale Capital, LLC 0.00% No change 3 $541
Nova Wealth Management, Inc. 0.00% Reduce -57.1% 3 $541
Breakwater Investment Management 0.00% New 3 $541
Caitong International Asset Management Co., Ltd 0.00% New 3 $541
JFS Wealth Advisors, LLC 0.00% No change 3 $541
Redwood Park Advisors LLC 0.00% Reduce -77.8% 2 $361
E Fund Management (Hong Kong) Co., Ltd. 0.00% No change 2 $360
3 Factor Indexing, LLC 0.00% — 1 $181
West Branch Capital LLC 0.00% No change 1 $181
Beaird Harris Wealth Management, LLC 0.00% Reduce -99.7% 1 $181
Meeder Asset Management Inc. 0.00% New 1 $180

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